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Ishares Msci USA Momentum FA (MTUM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of Michigan Retirement System
INCREASED
Shares1,317,990 from 1,301,990
Change+16,000 (+1%)
Value$418.3M (-$28.1M)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares1,116,001 from 1,409,680
Change-293,679 (-21%)
Value$354.2M (-$129.1M)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares930,403 from 931,613
Change-1,210 (0%)
Value$295.3M (-$24.1M)
Filed 2026-10-27
Orgel Wealth Management, LLC
INCREASED
Shares854,260 from 672,724
Change+181,536 (+27%)
Value$271.1M (+$40.5M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares762,847 from 1,140,605
Change-377,758 (-33%)
Value$242.1M (-$149.0M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares588,631 from 607,622
Change-18,991 (-3%)
Value$186.8M (-$8.7M)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares430,311 from 426,885
Change+3,426 (+1%)
Value$136.6M (-$9.8M)
Filed 2026-10-27
Balentine LLC
DECREASED
Shares379,032 from 380,266
Change-1,234 (0%)
Value$120.3M (-$10.1M)
Filed 2026-11-03
High Probability Advisors, LLC
INCREASED
Shares331,536 from 322,023
Change+9,513 (+3%)
Value$105.2M (-$5.2M)
Filed 2026-10-19
Foster Group, Inc.
INCREASED
Shares289,385 from 287,607
Change+1,778 (+1%)
Value$91.8M (-$6.8M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares224,463 from 299,827
Change-75,364 (-25%)
Value$71.2M (-$31.6M)
Filed 2026-11-02
Armbruster Capital Management, Inc.
DECREASED
Shares205,082 from 206,320
Change-1,238 (-1%)
Value$65.1M (-$5.7M)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares198,256 from 181,563
Change+16,693 (+9%)
Value$62.9M (+$669.5K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares178,845 from 183,285
Change-4,440 (-2%)
Value$56.8M (-$6.1M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares155,639 from 104,732
Change+50,907 (+49%)
Value$49.4M (+$13.5M)
Filed 2026-11-04
Acropolis Investment Management, LLC
INCREASED
Shares139,272 from 137,797
Change+1,475 (+1%)
Value$44.2M (-$3.0M)
Filed 2026-10-08
Mullooly Asset Management, Inc.
INCREASED
Shares135,217 from 134,087
Change+1,130 (+1%)
Value$42.9M (-$3.1M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares133,175 from 209,549
Change-76,374 (-36%)
Value$42.3K (-$71.8M)
Filed 2026-11-02
1900 Wealth Management LLC
DECREASED
Shares127,545 from 132,103
Change-4,558 (-3%)
Value$40.5M (-$4.8M)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares125,519 from 637,867
Change-512,348 (-80%)
Value$39.8M (-$178.8M)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares117,618 from 121,579
Change-3,961 (-3%)
Value$37.9M (-$63.8K)
Filed 2026-10-08
Stonehearth Capital Management, LLC
DECREASED
Shares114,635 from 116,926
Change-2,291 (-2%)
Value$36.4M (-$3.7M)
Filed 2026-10-13
Journey Advisory Group, LLC
INCREASED
Shares110,125 from 108,657
Change+1,468 (+1%)
Value$34.9M (-$2.3M)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares107,382 from 113,255
Change-5,873 (-5%)
Value$34.1M (-$4.8M)
Filed 2026-10-26
New York Life Investment Management LLC
DECREASED
Shares107,346 from 181,964
Change-74,618 (-41%)
Value$34.1M (-$28.3M)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares103,460 from 112,880
Change-9,420 (-8%)
Value$32.8M (-$5.9M)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares77,998 from 77,807
Change+191 (+0%)
Value$24.8M (-$1.9M)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares75,144 from 71,207
Change+3,937 (+6%)
Value$23.8M (-$565.7K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares73,592 from 73,959
Change-367 (0%)
Value$23.4M (-$2.0M)
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares73,261 from 71,699
Change+1,562 (+2%)
Value$23.2M (-$1.3M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares69,021 from 138,812
Change-69,791 (-50%)
Value$21.9M (-$25.7M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares68,645 from 68,617
Change+28 (+0%)
Value$21.8M (-$1.7M)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares66,161 from 63,196
Change+2,965 (+5%)
Value$21.0M (-$669.8K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares63,245 from 64,414
Change-1,169 (-2%)
Value$20.1M (-$2.0M)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares61,749 from 104,086
Change-42,337 (-41%)
Value$19.6M (-$16.1M)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares60,694 from 140,944
Change-80,250 (-57%)
Value$19.3M (-$29.1M)
Filed 2026-10-15
Trinity Wealth Management, LLC
DECREASED
Shares59,370 from 89,744
Change-30,374 (-34%)
Value$18.8M (-$11.9M)
Filed 2026-10-13
CPC Advisors, LLC
INCREASED
Shares59,005 from 58,859
Change+146 (+0%)
Value$18.7M (-$1.5M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares57,644 from 342,136
Change-284,492 (-83%)
Value$18.3M (-$99.0M)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares56,041 from 96,996
Change-40,955 (-42%)
Value$17.8M (-$15.5M)
Filed 2026-10-29
Anderson Hoagland & Co
INCREASED
Shares55,333 from 46,069
Change+9,264 (+20%)
Value$16.0M (+$173.6K)
Filed 2026-10-23
Southern Farm Bureau Life Insurance
NEW
Shares54,875
Change+54,875
Value$17.4K
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares53,534 from 57,156
Change-3,622 (-6%)
Value$17.0M (-$2.6M)
Filed 2026-10-20
Solidarity Wealth, LLC
INCREASED
Shares50,248 from 48,687
Change+1,561 (+3%)
Value$15.9M (-$745.8K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares48,271 from 52,927
Change-4,656 (-9%)
Value$15.3M (-$2.8M)
Filed 2026-10-28
Davidson Investment Advisors
DECREASED
Shares48,233 from 49,002
Change-769 (-2%)
Value$15.3M (-$1.5M)
Filed 2026-10-20
Sharkey, Howes & Javer
DECREASED
Shares48,103 from 48,608
Change-505 (-1%)
Value$15.3M (-$1.4M)
Filed 2026-10-22
Well Done, LLC
DECREASED
Shares45,105 from 49,716
Change-4,611 (-9%)
Value$14.3M (-$2.7M)
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares42,900 from 41,759
Change+1,141 (+3%)
Value$13.6M (-$702.3K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares42,697 from 17,083
Change+25,614 (+150%)
Value$13.5M (+$7.7M)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares41,364 from 639,938
Change-598,574 (-94%)
Value$13.1K (-$219.4M)
Filed 2026-10-26
Scissortail Wealth Management, LLC
INCREASED
Shares41,083 from 40,238
Change+845 (+2%)
Value$13.0M (-$757.4K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares40,622 from 40,948
Change-326 (-1%)
Value$11.8M (-$1.1M)
Filed 2026-10-27
Garrett Wealth Advisory Group, LLC
DECREASED
Shares39,808 from 40,406
Change-598 (-1%)
Value$12.6M (-$1.2M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares39,562 from 48,885
Change-9,323 (-19%)
Value$12.6M (-$4.2M)
Filed 2026-11-05
Meredith Wealth Planning
DECREASED
Shares38,179 from 38,700
Change-521 (-1%)
Value$12.1M (-$1.2M)
Filed 2026-10-14
Washburn Capital Management, Inc.
INCREASED
Shares37,884 from 35,042
Change+2,842 (+8%)
Value$12.0M (+$8.7K)
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares37,498 from 39,384
Change-1,886 (-5%)
Value$11.9M (-$1.6M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares37,235 from 36,900
Change+335 (+1%)
Value$11.8M (-$834.3K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares35,545 from 35,430
Change+115 (+0%)
Value$11.3M (-$866.6K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
INCREASED
Shares34,895 from 30,407
Change+4,488 (+15%)
Value$11.1M (+$649.1K)
Filed 2026-10-28
Elevated Financial Group LLC
DECREASED
Shares33,151 from 36,880
Change-3,729 (-10%)
Value$10.5M (-$2.1M)
Filed 2026-10-16
Financial Architects, LLC
DECREASED
Shares32,415 from 33,655
Change-1,240 (-4%)
Value$10.3M (-$1.3M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares31,577 from 41,434
Change-9,857 (-24%)
Value$10.0M (-$4.2M)
Filed 2026-10-16
Brickley Wealth Management
INCREASED
Shares31,567 from 31,537
Change+30 (+0%)
Value$10.0M (-$794.4K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares30,853 from 31,818
Change-965 (-3%)
Value$9.8M (-$1.1M)
Filed 2026-10-16
Unison Advisors LLC
INCREASED
Shares30,592 from 29,042
Change+1,550 (+5%)
Value$9.7M (-$248.5K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
NEW
Shares30,000
Change+30,000
Value$9.5M
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares29,375 from 142,374
Change-112,999 (-79%)
Value$1.1M (-$47.6M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares29,127 from 42,138
Change-13,011 (-31%)
Value$9.2M (-$5.2M)
Filed 2026-10-30
PW Nova Financial Services LLC
DECREASED
Shares28,644 from 29,669
Change-1,025 (-3%)
Value$9.1M (-$1.1M)
Filed 2026-10-15
15 Wealth Advisors LLC
NEW
Shares27,634
Change+27,634
Value$8.8M
Filed 2026-10-14
Capital Planning LLC
DECREASED
Shares27,437 from 28,447
Change-1,010 (-4%)
Value$8.7M (-$1.0M)
Filed 2026-10-09
Choreo, LLC
DECREASED
Shares27,130 from 28,089
Change-959 (-3%)
Value$8.6M (-$1.0M)
Filed 2026-10-28
Asset Advisors Investment Management, LLC
INCREASED
Shares26,893 from 25,335
Change+1,558 (+6%)
Value$8.5M (-$151.4K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares26,704 from 26,369
Change+335 (+1%)
Value$8.5M (-$565.8K)
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares25,365 from 26,878
Change-1,513 (-6%)
Value$8.0M (-$1.2M)
Filed 2026-10-23
RHS Financial, LLC
INCREASED
Shares25,286 from 23,913
Change+1,373 (+6%)
Value$8.0M (-$173.8K)
Filed 2026-10-13
Sound Portfolio Advisors, LLC
DECREASED
Shares25,125 from 25,821
Change-696 (-3%)
Value$8.0M (-$879.0K)
Filed 2026-11-05
Tactive Advisors, LLC
INCREASED
Shares24,821 from 18,814
Change+6,007 (+32%)
Value$7.9M (+$1.4M)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares24,639 from 25,000
Change-361 (-1%)
Value$7.8M (+$1.8M)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares24,600 from 25,481
Change-881 (-3%)
Value$7.8M (-$929.0K)
Filed 2026-10-23
Beacon Financial Planning, Inc
INCREASED
Shares24,273 from 21,244
Change+3,029 (+14%)
Value$7.7M (+$419.9K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares23,565 from 30,806
Change-7,241 (-24%)
Value$7.5M (-$3.1M)
Filed 2026-10-23
Indivisible Partners
DECREASED
Shares23,095 from 23,375
Change-280 (-1%)
Value$7.3M (-$684.5K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares22,698 from 25,461
Change-2,763 (-11%)
Value$7.2M (-$1.5M)
Filed 2026-11-05
Del-Sette Capital Management, LLC
NEW
Shares22,483
Change+22,483
Value$7.1M
Filed 2026-10-23
Peddock Capital Advisors, LLC
INCREASED
Shares22,445 from 21,673
Change+772 (+4%)
Value$7.1M (-$307.7K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares21,159 from 22,992
Change-1,833 (-8%)
Value$6.7M (-$1.2M)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares20,591 from 12,447
Change+8,144 (+65%)
Value$6.5M (+$2.3M)
Filed 2026-10-30
Archvest Wealth Advisors, Inc.
INCREASED
Shares20,433 from 20,243
Change+190 (+1%)
Value$6.5M (-$455.7K)
Filed 2026-10-29
First Business Financial Services, Inc.
UNCHANGED
Shares20,335 from 20,335
Change0 (0%)
Value$6.5M (-$518.3K)
Filed 2026-10-29
Keystone Global Partners, LLC
NEW
Shares20,142
Change+20,142
Value$6.4M
Filed 2026-10-13
Guerra PAN Advisors, LLC
INCREASED
Shares19,962 from 18,737
Change+1,225 (+7%)
Value$5.9M (-$520.5K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares19,711 from 21,879
Change-2,168 (-10%)
Value$6.3M (-$1.2M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares19,358 from 24,060
Change-4,702 (-20%)
Value$6.1M (-$2.1M)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares18,568 from 34,398
Change-15,830 (-46%)
Value$5.9M (-$5.9M)
Filed 2026-10-08
Sowell Financial Services LLC
INCREASED
Shares18,309 from 17,189
Change+1,120 (+7%)
Value$5.8M (-$82.9K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED
Shares18,044 from 17,004
Change+1,040 (+6%)
Value$5.7M (-$103.2K)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares17,905 from 16,010
Change+1,895 (+12%)
Value$5.7M (+$193.3K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,866 from 13,927
Change+3,939 (+28%)
Value$5.7M (+$895.1K)
Filed 2026-10-13
Imc-Chicago, LLC
NEW
Shares17,769
Change+17,769
Value$5.6M
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares17,374 from 41,495
Change-24,121 (-58%)
Value$5.5M (-$8.7M)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares16,772 from 16,367
Change+405 (+2%)
Value$5.3M (-$288.7K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares16,319
Change+16,319
Value$5.2M
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED
Shares15,182 from 15,592
Change-410 (-3%)
Value$4.8M (-$527.5K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares15,155 from 16,311
Change-1,156 (-7%)
Value$4.7M (-$843.7K)
Filed 2026-10-23
Columbia Advisory Partners LLC
DECREASED
Shares15,079 from 15,883
Change-804 (-5%)
Value$4.8M (-$659.9K)
Filed 2026-10-15
Csenge Advisory Group
DECREASED
Shares14,779 from 31,148
Change-16,369 (-53%)
Value$4.7M (-$6.0M)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
INCREASED
Shares14,554 from 14,206
Change+348 (+2%)
Value$4.6M (-$251.7K)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares14,521 from 27,091
Change-12,570 (-46%)
Value$4.6K (-$9.3M)
Filed 2026-10-23
Advantage Trust Co
DECREASED
Shares14,162 from 15,062
Change-900 (-6%)
Value$4.5M (-$669.5K)
Filed 2026-10-19
Arrow Investment Advisors, LLC
NEW
Shares14,150
Change+14,150
Value$4.5M
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares13,556 from 13,809
Change-253 (-2%)
Value$4.3M (-$432.3K)
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares13,463 from 41,384
Change-27,921 (-67%)
Value$4.3M (-$9.9M)
Filed 2026-10-13
Genesee Capital Advisors, LLC
DECREASED
Shares12,991 from 13,206
Change-215 (-2%)
Value$4.1M (-$404.8K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares12,900 from 13,900
Change-1,000 (-7%)
Value$4.1M (-$671.7K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares12,891 from 11,872
Change+1,019 (+9%)
Value$4.1M (+$21.0K)
Filed 2026-10-14
Clearview Wealth Management LLC
DECREASED
Shares12,668 from 12,715
Change-47 (0%)
Value$4.0M (-$392.6K)
Filed 2026-10-16
Whipplewood Advisors, LLC
INCREASED
Shares12,660 from 11,804
Change+856 (+7%)
Value$4.0M (-$29.2K)
Filed 2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares12,627 from 12,824
Change-197 (-2%)
Value$4.0M (-$389.3K)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares12,553 from 22,302
Change-9,749 (-44%)
Value$3.7M (-$2.6M)
Filed 2026-11-02
Forthright Family Wealth Advisory LLC
DECREASED
Shares12,227 from 12,257
Change-30 (0%)
Value$3.9M (-$321.9K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares11,534 from 10,568
Change+966 (+9%)
Value$3.7M (+$37.2K)
Filed 2026-11-04
Bright Financial Advisors, Inc.
DECREASED
Shares11,471 from 11,548
Change-77 (-1%)
Value$3.6M (-$319.0K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares11,367 from 7,713
Change+3,654 (+47%)
Value$3.6M (+$963.1K)
Filed 2026-11-03
KFG LLC
NEW
Shares11,254
Change+11,254
Value$3.6M
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares11,241 from 10,614
Change+627 (+6%)
Value$3.3M (-$15.4K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
DECREASED
Shares11,087 from 11,277
Change-190 (-2%)
Value$3.5M (-$25.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares11,019 from 10,818
Change+201 (+2%)
Value$3.5M (-$212.5K)
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares10,745 from 10,583
Change+162 (+2%)
Value$3.4M (-$218.4K)
Filed 2026-10-07
Detalus Advisors, LLC
DECREASED
Shares10,593 from 10,608
Change-15 (0%)
Value$3.4M (-$275.0K)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares10,385 from 10,225
Change+160 (+2%)
Value$3.3M (-$209.9K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares10,339 from 10,305
Change+34 (+0%)
Value$3.3M (+$123.9K)
Filed 2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED
Shares10,231 from 10,235
Change-4 (0%)
Value$3.2M (-$262.2K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares10,114
Change+10,114
Value$3.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares10,114 from 10,204
Change-90 (-1%)
Value$3.2M (-$288.5K)
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares10,056 from 8,514
Change+1,542 (+18%)
Value$3.2M (+$272.0K)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares9,957 from 9,769
Change+188 (+2%)
Value$3.2M (+$138.1K)
Filed 2026-10-16
Sanchez Wealth Management Group
DECREASED
Shares9,845 from 159,211
Change-149,366 (-94%)
Value$3.1M (-$51.5M)
Filed 2026-11-02
Clarus Wealth Advisors
INCREASED
Shares9,616 from 8,523
Change+1,093 (+13%)
Value$3.1M (+$393.5K)
Filed 2026-10-13
Cassia Capital Partners, LLC
UNCHANGED
Shares9,576 from 9,576
Change0 (0%)
Value$3.0M (-$244.1K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares9,534 from 9,321
Change+213 (+2%)
Value$3.0M (-$170.2K)
Filed 2026-11-03
LexAurum Advisors, LLC
NEW
Shares9,502
Change+9,502
Value$3.0M
Filed 2026-10-19
Baker Boyer National Bank
INCREASED
Shares9,459 from 9,265
Change+194 (+2%)
Value$3.0M (-$174.6K)
Filed 2026-11-05
Alterna Wealth Management, Inc
DECREASED
Shares9,142 from 10,548
Change-1,406 (-13%)
Value$2.9M (-$715.1K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
UNCHANGED
Shares9,082 from 9,082
Change0 (0%)
Value$2.9M (-$231.5K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares8,910
Change+8,910
Value$2.8M
Filed 2026-10-26
Trust Co
DECREASED
Shares8,771 from 13,314
Change-4,543 (-34%)
Value$2.8M (-$1.8M)
Filed 2026-10-09
Sound Income Strategies, LLC
DECREASED
Shares8,762 from 10,001
Change-1,239 (-12%)
Value$2.8M (-$648.1K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares8,454 from 8,752
Change-298 (-3%)
Value$2.7M (-$317.7K)
Filed 2026-11-04
Elm3 Financial Group, LLC
DECREASED
Shares8,280 from 10,255
Change-1,975 (-19%)
Value$2.6M (-$888.1K)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,257 from 8,225
Change+32 (+0%)
Value$2.6M (-$199.6K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares8,244 from 34,522
Change-26,278 (-76%)
Value$2.6M (-$9.2M)
Filed 2026-10-22
Flagship Capital Management Inc.
INCREASED
Shares8,238 from 7,860
Change+378 (+5%)
Value$2.6M (-$80.4K)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares8,108 from 8,259
Change-151 (-2%)
Value$2.6M (-$258.4K)
Filed 2026-10-06
Financial Enhancement Group LLC
INCREASED
Shares7,990 from 7,225
Change+765 (+11%)
Value$2.6M (+$99.2K)
Filed 2026-10-08
Fortune Financial Group, Inc.
INCREASED
Shares7,886 from 7,739
Change+147 (+2%)
Value$2.5M (-$150.7K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares7,869 from 9,803
Change-1,934 (-20%)
Value$2.5M (-$863.9K)
Filed 2026-10-14
Northbridge Financial Group, LLC
DECREASED
Shares7,846 from 8,244
Change-398 (-5%)
Value$2.5M (-$280.6K)
Filed 2026-11-05
Diversify Wealth Management, LLC
DECREASED
Shares7,787 from 25,522
Change-17,735 (-69%)
Value$2.3M (-$5.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares7,787 from 25,522
Change-17,735 (-69%)
Value$2.3M (-$5.4M)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
DECREASED
Shares7,778 from 7,786
Change-8 (0%)
Value$2.5M (-$200.9K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares7,525 from 5,684
Change+1,841 (+32%)
Value$2.4M (+$439.3K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares7,512 from 7,677
Change-165 (-2%)
Value$2.4M (+$7.4K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
DECREASED
Shares7,492 from 15,210
Change-7,718 (-51%)
Value$2.4M (-$2.8M)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares7,471 from 7,246
Change+225 (+3%)
Value$2.4M (-$113.3K)
Filed 2026-10-23
Goldstein Advisors, LLC
DECREASED
Shares7,419 from 7,819
Change-400 (-5%)
Value$2.4M (-$326.2K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares7,400 from 6,779
Change+621 (+9%)
Value$2.3M (+$24.1K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares7,314 from 7,171
Change+143 (+2%)
Value$2.3M (-$137.6K)
Filed 2026-10-29
Firethorn Wealth Partners, LLC
DECREASED
Shares7,294 from 7,871
Change-577 (-7%)
Value$2.3M (-$383.6K)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares7,095 from 6,773
Change+322 (+5%)
Value$2.3M (-$70.6K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares6,972
Change+6,972
Value$2.2M
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares6,940 from 7,038
Change-98 (-1%)
Value$2.2M (-$210.6K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares6,901 from 18,193
Change-11,292 (-62%)
Value$2.2M (-$4.0M)
Filed 2026-11-02
Polaris Investment Advisors, LLC
DECREASED
Shares6,831 from 11,885
Change-5,054 (-43%)
Value$2.2M (-$1.9M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares6,820 from 7,272
Change-452 (-6%)
Value$2.2M (-$328.7K)
Filed 2026-10-28
Bryant Woods Investment Advisors, LLC
DECREASED
Shares6,796 from 6,859
Change-63 (-1%)
Value$2.2M (-$194.7K)
Filed 2026-10-26
Trek Financial, LLC
DECREASED
Shares6,755 from 36,402
Change-29,647 (-81%)
Value$2.1M (-$10.3M)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares6,617 from 7,559
Change-942 (-12%)
Value$2.1K (-$2.6M)
Filed 2026-10-22
Magnus Financial Group LLC
DECREASED
Shares6,571 from 6,850
Change-279 (-4%)
Value$2.1M (-$263.2K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares6,541 from 42
Change+6,499 (+15474%)
Value$2.1M (+$2.1M)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares6,498 from 6,122
Change+376 (+6%)
Value$2.1M (-$36.7K)
Filed 2026-10-13
Berbice Capital Management LLC
INCREASED
Shares6,487 from 6,187
Change+300 (+5%)
Value$2.1M (-$62.5K)
Filed 2026-10-13
Bison Wealth, LLC
DECREASED
Shares6,414 from 6,463
Change-49 (-1%)
Value$2.0M (-$58.1K)
Filed 2026-10-13
Decker Wealth Management LLC
UNCHANGED
Shares6,307 from 6,307
Change0 (0%)
Value$2.0M (-$160.8K)
Filed 2026-10-09
Jefferies Financial Group Inc.
INCREASED
Shares6,250 from 3,794
Change+2,456 (+65%)
Value$2.0M (+$682.7K)
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares6,157 from 6,158
Change-1 (0%)
Value$2.0M (-$157.3K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,066 from 5,966
Change+100 (+2%)
Value$1.9M (-$120.3K)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares5,992 from 5,792
Change+200 (+3%)
Value$1.9M (-$84.2K)
Filed 2026-10-26
McNaughton Wealth Management, LLC
UNCHANGED
Shares5,904 from 5,904
Change0 (0%)
Value$1.9M (-$150.5K)
Filed 2026-10-09
Fifth Third Securities, Inc.
NEW
Shares5,882
Change+5,882
Value$1.9M
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares5,871 from 2,904
Change+2,967 (+102%)
Value$1.9M (+$867.2K)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares5,840 from 5,840
Change0 (0%)
Value$1.9M (-$148.9K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares5,822 from 2,959
Change+2,863 (+97%)
Value$1.8M (+$833.1K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares5,737 from 6,309
Change-572 (-9%)
Value$1.8M (-$342.4K)
Filed 2026-10-14
ACT Advisors, Llc.
DECREASED
Shares5,647 from 5,752
Change-105 (-2%)
Value$1.8M (-$179.9K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares5,569 from 6,099
Change-530 (-9%)
Value$1.8M (-$323.5K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares5,474 from 9,968
Change-4,494 (-45%)
Value$1.7M (-$1.7M)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares5,400 from 8,483
Change-3,083 (-36%)
Value$1.5M (-$1.4M)
Filed 2026-11-04
Global Wealth Strategies & Associates
DECREASED
Shares5,342 from 6,277
Change-935 (-15%)
Value$1.7M (-$456.7K)
Filed 2026-10-02
Novem Group
DECREASED
Shares5,218 from 9,149
Change-3,931 (-43%)
Value$1.7M (-$1.5M)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
DECREASED
Shares5,210 from 13,471
Change-8,261 (-61%)
Value$1.7M (-$2.8M)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares5,102 from 5,102
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-26
West Financial Advisors, LLC
INCREASED
Shares5,092 from 3,191
Change+1,901 (+60%)
Value$1.6M (+$521.9K)
Filed 2026-10-22
Tctc Holdings, LLC
INCREASED
Shares5,034 from 4,812
Change+222 (+5%)
Value$1.6M (-$52.2K)
Filed 2026-11-02
Insight Wealth Strategies, LLC
INCREASED
Shares5,004 from 4,997
Change+7 (+0%)
Value$1.6M (-$51.7K)
Filed 2026-10-09
Planned Solutions, Inc.
DECREASED
Shares4,835 from 5,119
Change-284 (-6%)
Value$1.5M (-$220.7K)
Filed 2026-10-19
Moulton Wealth Management, Inc
DECREASED
Shares4,830 from 4,873
Change-43 (-1%)
Value$1.5M (-$53.2K)
Filed 2026-10-13
Genus Capital Management Inc.
NEW
Shares4,702
Change+4,702
Value$1.5M
Filed 2026-11-04
ERn Financial, LLC
DECREASED
Shares4,679 from 4,716
Change-37 (-1%)
Value$1.5M (-$131.9K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,654 from 4,758
Change-104 (-2%)
Value$1.5M (-$154.3K)
Filed 2026-10-16
Citizens National Bank Trust Department
INCREASED
Shares4,629 from 4,547
Change+82 (+2%)
Value$1.5M (-$89.9K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares4,612 from 7,755
Change-3,143 (-41%)
Value$1.5M (-$1.2M)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares4,594 from 3,176
Change+1,418 (+45%)
Value$1.5M (+$369.1K)
Filed 2026-10-09
Peak Wealth Management LLC
DECREASED
Shares4,591 from 21,161
Change-16,570 (-78%)
Value$1.4M (-$5.9M)
Filed 2026-10-26
Focused Wealth Management, Inc
DECREASED
Shares4,589 from 5,382
Change-793 (-15%)
Value$1.5M (-$389.0K)
Filed 2026-10-30
WPG Advisers, LLC
DECREASED
Shares4,538 from 4,541
Change-3 (0%)
Value$1.4M (-$116.7K)
Filed 2026-10-27
Nova R Wealth, Inc.
DECREASED
Shares4,526 from 4,598
Change-72 (-2%)
Value$1.4M (-$140.1K)
Filed 2026-10-26
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$1.4M (-$114.5K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares4,474 from 233
Change+4,241 (+1820%)
Value$1.4M (+$1.3M)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares4,473 from 4,207
Change+266 (+6%)
Value$1.4M (-$22.8K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares4,453 from 4,354
Change+99 (+2%)
Value$1.4M (-$67.8K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares4,432 from 6,723
Change-2,291 (-34%)
Value$1.4M (-$898.4K)
Filed 2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares4,423 from 2,982
Change+1,441 (+48%)
Value$1.4M (+$381.3K)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares4,402 from 4,402
Change0 (0%)
Value$1.4M (-$112.2K)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares4,315 from 4,451
Change-136 (-3%)
Value$1.4M (-$156.7K)
Filed 2026-11-05
First Citizens Financial Corp
DECREASED
Shares4,296 from 4,449
Change-153 (-3%)
Value$1.4M (-$162.0K)
Filed 2026-10-02
Trueblood Wealth Management, LLC
INCREASED
Shares4,271 from 3,981
Change+290 (+7%)
Value$1.4M (-$9.3K)
Filed 2026-10-23
Gilbert Capital Group, Inc.
INCREASED
Shares4,241 from 4,225
Change+16 (+0%)
Value$1.3M (-$102.6K)
Filed 2026-10-28
Spectrum Strategic Capital Management, LLC
DECREASED
Shares4,180 from 4,216
Change-36 (-1%)
Value$1.3M (-$118.9K)
Filed 2026-10-22
Deltec Asset Management LLC
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$1.3M (-$106.0K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares4,137 from 9,600
Change-5,463 (-57%)
Value$1.3M (-$2.0M)
Filed 2026-11-04
Apeiron RIA LLC
DECREASED
Shares4,073 from 8,343
Change-4,270 (-51%)
Value$1.3M (-$1.6M)
Filed 2026-10-08
United Advisor Group, LLC
INCREASED
Shares4,073 from 3,850
Change+223 (+6%)
Value$1.3M (-$27.5K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares4,002 from 4,228
Change-226 (-5%)
Value$1.3M (-$179.4K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares3,923 from 6,016
Change-2,093 (-35%)
Value$1.2M (-$817.7K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares3,830 from 3,834
Change-4 (0%)
Value$1.2M (-$98.9K)
Filed 2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$1.2M (-$97.4K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares3,826 from 7,648
Change-3,822 (-50%)
Value$1.2M (-$1.4M)
Filed 2026-10-13
One Way Holdings LLC
INCREASED
Shares3,806 from 3,312
Change+494 (+15%)
Value$1.2M (+$72.3K)
Filed 2026-10-29
GSG Advisors LLC
INCREASED
Shares3,712 from 3,705
Change+7 (+0%)
Value$1.2M (-$92.1K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares3,706 from 1,320
Change+2,386 (+181%)
Value$1.2M (+$723.5K)
Filed 2026-10-28
Shore Point Advisors, LLC
INCREASED
Shares3,670 from 3,373
Change+297 (+9%)
Value$1.2M (+$8.1K)
Filed 2026-10-14
Flagship Private Wealth, LLC
DECREASED
Shares3,575 from 3,624
Change-49 (-1%)
Value$1.1M (-$107.8K)
Filed 2026-11-05
Sherman Wealth Management LLC
INCREASED
Shares3,567 from 3,564
Change+3 (+0%)
Value$1.1M (-$89.9K)
Filed 2026-10-16
Cornerstone Planning Group LLC
DECREASED
Shares3,553 from 9,333
Change-5,780 (-62%)
Value$1.1M (-$1.8M)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares3,522 from 4,171
Change-649 (-16%)
Value$1.1M (-$312.2K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares3,452 from 3,336
Change+116 (+3%)
Value$1.1M (-$48.4K)
Filed 2026-10-26
Waystone Advisors LLC
DECREASED
Shares3,414 from 3,430
Change-16 (0%)
Value$1.2M (-$5.5K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares3,354 from 4,508
Change-1,154 (-26%)
Value$1.1M (-$481.1K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares3,263 from 1,616
Change+1,647 (+102%)
Value$1.0M (+$481.5K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares3,251 from 16,525
Change-13,274 (-80%)
Value$1.0M (-$4.6M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares3,251 from 3,236
Change+15 (+0%)
Value$1.0M (-$77.7K)
Filed 2026-10-21
Quartz Partners, LLC
DECREASED
Shares3,219 from 4,073
Change-854 (-21%)
Value$1.0M (-$374.8K)
Filed 2026-11-03
Cowa, LLC
INCREASED
Shares3,181 from 2,385
Change+796 (+33%)
Value$1.0M (+$191.8K)
Filed 2026-10-30
Sterling Group Wealth Management, LLC
UNCHANGED
Shares3,181 from 3,181
Change0 (0%)
Value$1.0M (-$81.1K)
Filed 2026-11-03
Power Wealth Management LLC
NEW
Shares3,156
Change+3,156
Value$1.0M
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares3,149 from 19,867
Change-16,718 (-84%)
Value$999.3K (-$5.8M)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares3,111 from 2,772
Change+339 (+12%)
Value$987.4K (+$37.2K)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares3,095 from 3,120
Change-25 (-1%)
Value$982.2K (-$87.5K)
Filed 2026-10-16
Security Financial Services, Inc.
DECREASED
Shares3,079 from 3,281
Change-202 (-6%)
Value$977.1K (-$147.7K)
Filed 2026-10-29
BCU Wealth Advisors, LLC
DECREASED
Shares3,029 from 4,923
Change-1,894 (-38%)
Value$961.2K (-$726.7K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares3,019 from 3,010
Change+9 (+0%)
Value$958.1K (-$73.9K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares2,990 from 2,963
Change+27 (+1%)
Value$949.0K (-$66.8K)
Filed 2026-10-28
MBE Wealth Management, LLC
DECREASED
Shares2,988 from 3,083
Change-95 (-3%)
Value$948.3K (-$108.6K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares2,984 from 2,134
Change+850 (+40%)
Value$947.1K (+$215.4K)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares2,963 from 2,947
Change+16 (+1%)
Value$940.3K (-$70.0K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares2,902 from 2,543
Change+359 (+14%)
Value$921.2K (+$49.3K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,839 from 9,184
Change-6,345 (-69%)
Value$900.8K (-$2.2M)
Filed 2026-10-13
Capital Squared Financial LLC
INCREASED
Shares2,825 from 2,068
Change+757 (+37%)
Value$896.6K (+$187.8K)
Filed 2026-10-30
Vavra Capital Management, LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$891.7K (-$71.6K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares2,809 from 30,725
Change-27,916 (-91%)
Value$891.3K (-$9.6M)
Filed 2026-10-19
Stage Harbor Financial, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$888.6K (-$71.4K)
Filed 2026-11-03
Asset One Wealth Management LLC
NEW
Shares2,797
Change+2,797
Value$887.6K
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,765 from 2,758
Change+7 (+0%)
Value$877.5K (-$68.1K)
Filed 2026-10-13
Virtus Family Office LLC
INCREASED
Shares2,739 from 2,389
Change+350 (+15%)
Value$869.2K (+$50.2K)
Filed 2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,731 from 9,100
Change-6,369 (-70%)
Value$866.7K (-$2.3M)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares2,707 from 2,387
Change+320 (+13%)
Value$859.0K (+$40.7K)
Filed 2026-10-13
Midwest Capital Advisors, LLC
DECREASED
Shares2,685 from 24,450
Change-21,765 (-89%)
Value$852.2K (-$7.5M)
Filed 2026-11-04
FSM Wealth Advisors, LLC
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$859.0K (-$61.2K)
Filed 2026-10-27
Flagstar Securities, Inc
DECREASED
Shares2,665 from 2,853
Change-188 (-7%)
Value$845.7K (-$132.6K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$841.3K (-$67.6K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
DECREASED
Shares2,650 from 2,730
Change-80 (-3%)
Value$841.0K (-$95.0K)
Filed 2026-10-14
Omni 360 Wealth, Inc.
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$837.1K (-$67.2K)
Filed 2026-10-13
Lee Financial Co
DECREASED
Shares2,611 from 2,667
Change-56 (-2%)
Value$828.6K (-$85.8K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares2,579 from 2,119
Change+460 (+22%)
Value$818.6K (+$92.0K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
INCREASED
Shares2,550 from 2,439
Change+111 (+5%)
Value$809.2K (-$26.9K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$800.3K (-$64.3K)
Filed 2026-10-30
Busey Bank
DECREASED
Shares2,480 from 2,718
Change-238 (-9%)
Value$787.0K (-$144.8K)
Filed 2026-10-26
Activest Wealth Management
DECREASED
Shares2,473 from 2,505
Change-32 (-1%)
Value$784.8K (-$74.0K)
Filed 2026-10-15
ADG Wealth Management Group, LLC
INCREASED
Shares2,454 from 1,576
Change+878 (+56%)
Value$778.9K (+$238.5K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,441 from 2,378
Change+63 (+3%)
Value$774.6K (-$40.6K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares2,437 from 2,263
Change+174 (+8%)
Value$773.3K (-$2.5K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares2,434 from 2,311
Change+123 (+5%)
Value$772.5K (-$19.8K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares2,433 from 2,496
Change-63 (-3%)
Value$772.1K (-$83.6K)
Filed 2026-11-02
Lantz Financial LLC
DECREASED
Shares2,432 from 10,387
Change-7,955 (-77%)
Value$771.8K (-$2.8M)
Filed 2026-10-15
Keystone Financial Group, Inc.
INCREASED
Shares2,431 from 2,426
Change+5 (+0%)
Value$771.5K (-$60.3K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$761.7K (-$61.2K)
Filed 2026-10-20
McCarley & Cook Financial Planners
INCREASED
Shares2,374 from 2,062
Change+312 (+15%)
Value$753.4K (+$46.5K)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares2,370 from 2,907
Change-537 (-18%)
Value$752.0K (-$244.4K)
Filed 2026-10-30
Quadrant Private Wealth Management, LLC
DECREASED
Shares2,359 from 13,943
Change-11,584 (-83%)
Value$748.6K (-$4.0M)
Filed 2026-11-04
Bucket List Wealth Management, LLC
INCREASED
Shares2,352 from 2,339
Change+13 (+1%)
Value$746.4K (-$55.4K)
Filed 2026-10-22
Atlas Brown,Inc.
DECREASED
Shares2,318 from 2,518
Change-200 (-8%)
Value$735.6K (-$127.8K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,317 from 712
Change+1,605 (+225%)
Value$735.3K (+$491.2K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,274 from 2,273
Change+1 (+0%)
Value$721.6K (-$57.8K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares2,270 from 1,951
Change+319 (+16%)
Value$720.2K (+$51.5K)
Filed 2026-11-05
LS Investment Advisors, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$717.2K (-$57.6K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares2,246 from 2,964
Change-718 (-24%)
Value$712.7K (-$303.4K)
Filed 2026-11-03
Ocean Park Asset Management, LLC
NEW
Shares2,216
Change+2,216
Value$703.2K
Filed 2026-10-21
Mallini Complete Financial Planning LLC
INCREASED
Shares2,212 from 2,211
Change+1 (+0%)
Value$702.1K (-$56.2K)
Filed 2026-10-06
Selby Wealth Management, LLC
DECREASED
Shares2,204 from 2,938
Change-734 (-25%)
Value$699.3K (-$307.8K)
Filed 2026-10-16
Advisor Resource Council
NEW
Shares2,145
Change+2,145
Value$693.2K
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares2,133 from 2,117
Change+16 (+1%)
Value$676.9K (-$48.9K)
Filed 2026-10-13
TFB Advisors LLC
DECREASED
Shares2,121 from 3,057
Change-936 (-31%)
Value$673.1K (-$375.0K)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares2,110 from 2,178
Change-68 (-3%)
Value$669.6K (-$77.4K)
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares2,104 from 2,103
Change+1 (+0%)
Value$667.6K (-$53.4K)
Filed 2026-10-15
Gibbs Wealth Management
NEW
Shares2,089
Change+2,089
Value$662.9K
Filed 2026-10-22
First Bank & Trust
UNCHANGED
Shares2,079 from 2,079
Change0 (0%)
Value$659.8K (-$53.0K)
Filed 2026-10-19
Rinkey Investments
INCREASED
Shares2,056 from 2,055
Change+1 (+0%)
Value$652.5K (-$52.1K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares2,040 from 1,130
Change+910 (+81%)
Value$647.4K (+$260.0K)
Filed 2026-10-23
RiverTree Advisors, LLC
NEW
Shares2,033
Change+2,033
Value$645.2K
Filed 2026-10-13
ASL Financial, LLC
INCREASED
Shares2,031 from 1,418
Change+613 (+43%)
Value$644.5K (+$158.4K)
Filed 2026-10-15
Heirloom Wealth Management
INCREASED
Shares2,009 from 1,979
Change+30 (+2%)
Value$637.5K (-$40.9K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares1,985 from 2,836
Change-851 (-30%)
Value$629.9K (-$342.3K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$626.4K (-$50.3K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
DECREASED
Shares1,970 from 2,025
Change-55 (-3%)
Value$625.3K (-$69.0K)
Filed 2026-10-21
WealthPoint Financial, LLC
DECREASED
Shares1,958 from 1,968
Change-10 (-1%)
Value$621.4K (-$53.3K)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares1,923 from 1,922
Change+1 (+0%)
Value$610.3K (-$48.7K)
Filed 2026-10-26
Legacy Solutions, LLC
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$609.9K (-$49.0K)
Filed 2026-10-07
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares1,918 from 1,932
Change-14 (-1%)
Value$608.8K (-$53.7K)
Filed 2026-10-15
Legacy Advisors, LLC
INCREASED
Shares1,914 from 600
Change+1,314 (+219%)
Value$607.4K (+$401.7K)
Filed 2026-10-19
46 Peaks LLC
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$602.3K (-$48.4K)
Filed 2026-11-03
Allen Capital Group, LLC
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$601.7K (-$48.3K)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
NEW
Shares1,888
Change+1,888
Value$599.1K
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,857 from 1,805
Change+52 (+3%)
Value$589.4K (-$29.5K)
Filed 2026-10-16
LongView Wealth Management
DECREASED
Shares1,846 from 3,062
Change-1,216 (-40%)
Value$585.9K (-$463.9K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$585.5K (-$47.0K)
Filed 2026-10-21
Tufton Capital Management
INCREASED
Shares1,838 from 1,133
Change+705 (+62%)
Value$583 (-$387.4K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
NEW
Shares1,827
Change+1,827
Value$579.8K
Filed 2026-10-09
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$579.1K (-$46.5K)
Filed 2026-11-05
Horizon Wealth Management, LLC
DECREASED
Shares1,820 from 2,342
Change-522 (-22%)
Value$577.5K (-$225.6K)
Filed 2026-11-02
Jacobi Capital Management LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$575.0K (-$46.2K)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares1,774 from 1,876
Change-102 (-5%)
Value$534.9K (-$108.2K)
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares1,763 from 2,127
Change-364 (-17%)
Value$559.4K (-$169.7K)
Filed 2026-10-19
Factor Wealth Management LTD
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$554.7K (-$44.6K)
Filed 2026-10-08
First Merchants Corp
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$553.8K (-$44.5K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares1,737 from 287
Change+1,450 (+505%)
Value$551.2K (+$452.7K)
Filed 2026-10-29
Interchange Capital Partners, LLC
DECREASED
Shares1,734 from 3,617
Change-1,883 (-52%)
Value$550.3K (-$689.7K)
Filed 2026-10-28
Trust Co of the South
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$547.4K (-$44.0K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares1,722 from 1,669
Change+53 (+3%)
Value$546.6K (-$25.7K)
Filed 2026-10-09
Maia Wealth LLC
DECREASED
Shares1,715 from 1,729
Change-14 (-1%)
Value$544.1K (-$48.6K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,702 from 1,723
Change-21 (-1%)
Value$540.1K (-$50.6K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,696 from 1,708
Change-12 (-1%)
Value$538.1K (-$47.4K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
DECREASED
Shares1,687 from 1,702
Change-15 (-1%)
Value$535.5K (-$48.0K)
Filed 2026-10-19
LifeSteps Financial, Inc.
INCREASED
Shares1,677 from 1,631
Change+46 (+3%)
Value$532.3K (-$26.9K)
Filed 2026-10-15
Greenleaf Trust
NEW
Shares1,669
Change+1,669
Value$529.6K
Filed 2026-10-29
Cypress Wealth Services, LLC
DECREASED
Shares1,668 from 12,532
Change-10,864 (-87%)
Value$537.8K (-$3.8M)
Filed 2026-10-21
Opinicus Capital, Inc.
DECREASED
Shares1,667 from 1,689
Change-22 (-1%)
Value$528.9K (-$50.0K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$525.2K (-$42.2K)
Filed 2026-10-19
Merited Wealth, LLC
DECREASED
Shares1,653 from 1,661
Change-8 (0%)
Value$524.4K (-$44.9K)
Filed 2026-10-13
Accredited Investor Services, LLC
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$521.4K (-$41.9K)
Filed 2026-10-22
Parsons Capital Management Inc
DECREASED
Shares1,634 from 1,640
Change-6 (0%)
Value$518.5K (-$43.7K)
Filed 2026-10-28
WealthBridge Capital Management, LLC
DECREASED
Shares1,628 from 1,650
Change-22 (-1%)
Value$516.6K (-$49.0K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares1,622 from 1,633
Change-11 (-1%)
Value$514.7K (-$45.1K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares1,610 from 1,607
Change+3 (+0%)
Value$510.8K (-$40.2K)
Filed 2026-10-07
Center For Asset Management LLC
DECREASED
Shares1,606 from 2,706
Change-1,100 (-41%)
Value$509.2K (-$418.1K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$507.7K (-$40.8K)
Filed 2026-10-22
Ryan Investment Management, Inc.
INCREASED
Shares1,584 from 1,248
Change+336 (+27%)
Value$502.6K (+$74.7K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares1,564 from 13,697
Change-12,133 (-89%)
Value$496.2K (-$4.2M)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,559 from 3,149
Change-1,590 (-50%)
Value$494.6K (-$584.9K)
Filed 2026-10-08
KCM Investment Advisors LLC
NEW
Shares1,548
Change+1,548
Value$491.1K
Filed 2026-10-27
Financial Life Advisors
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$484.6K (-$38.9K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares1,514 from 1,651
Change-137 (-8%)
Value$480.6K (-$85.4K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
INCREASED
Shares1,492 from 1,491
Change+1 (+0%)
Value$473.3K (-$37.9K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares1,490 from 1,816
Change-326 (-18%)
Value$472.9K (-$149.7K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
DECREASED
Shares1,489 from 1,562
Change-73 (-5%)
Value$472.5K (-$63.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares1,484 from 2,493
Change-1,009 (-40%)
Value$471.0K (-$383.6K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares1,472 from 2,770
Change-1,298 (-47%)
Value$467.0K (-$482.5K)
Filed 2026-11-05
Compass Ion Advisors, LLC
NEW
Shares1,468
Change+1,468
Value$465.9K
Filed 2026-10-23
Almanack Investment Partners, Llc.
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$463.0K (-$37.2K)
Filed 2026-11-03
Lunt Capital Management, Inc.
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$462.4K (-$37.1K)
Filed 2026-10-30
Beacon Financial Advisory LLC
DECREASED
Shares1,448 from 1,474
Change-26 (-2%)
Value$459.6K (-$45.7K)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
DECREASED
Shares1,443 from 6,754
Change-5,311 (-79%)
Value$457.9K (-$1.9M)
Filed 2026-10-27
Successful Portfolios LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$460.9K (+$2.6K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares1,418 from 6,320
Change-4,902 (-78%)
Value$449.9K (-$1.7M)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares1,401 from 2,812
Change-1,411 (-50%)
Value$444.6K (-$519.4K)
Filed 2026-10-14
Berkshire Money Management, Inc.
NEW
Shares1,391
Change+1,391
Value$441.3K
Filed 2026-10-21
SYM Financial Corp
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$438.2K (-$35.2K)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares1,375 from 1,330
Change+45 (+3%)
Value$436.3K (-$19.6K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$375.8K (-$33.4K)
Filed 2026-11-05
Baron Financial Group, LLC
DECREASED
Shares1,365 from 1,470
Change-105 (-7%)
Value$433.2K (-$70.8K)
Filed 2026-10-09
JBR Co Financial Management Inc
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$445.2K (-$20.0K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares1,343 from 2,532
Change-1,189 (-47%)
Value$426.2K (-$441.8K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$426.2K (-$34.2K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares1,341 from 826
Change+515 (+62%)
Value$425.5K (+$142.4K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
DECREASED
Shares1,340 from 1,378
Change-38 (-3%)
Value$425.1K (-$47.3K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares1,335 from 2,211
Change-876 (-40%)
Value$423.8K (-$334.3K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares1,329 from 2,299
Change-970 (-42%)
Value$421.8K (-$366.4K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,314 from 595
Change+719 (+121%)
Value$417.0K (+$213.0K)
Filed 2026-10-05
Summit Place Financial Advisors, LLC
NEW
Shares1,296
Change+1,296
Value$411.3K
Filed 2026-10-23
Aviance Capital Partners, LLC
NEW
Shares1,290
Change+1,290
Value$409.4K
Filed 2026-10-29
Blue Capital, Inc.
INCREASED
Shares1,286 from 1,285
Change+1 (+0%)
Value$408.0K (-$32.6K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,280 from 74,194
Change-72,914 (-98%)
Value$406.3K (-$25.0M)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares1,268 from 1,267
Change+1 (+0%)
Value$402 (-$433.6K)
Filed 2026-10-21
HMV Wealth Advisors, LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$402.4K (-$32.3K)
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,266 from 1,020
Change+246 (+24%)
Value$401.8K (+$52.1K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
DECREASED
Shares1,262 from 1,464
Change-202 (-14%)
Value$400.6K (-$101.4K)
Filed 2026-11-05
Allegheny Financial Group
INCREASED
Shares1,258 from 1,226
Change+32 (+3%)
Value$399.3K (-$21.1K)
Filed 2026-11-05
Curran Financial Partners, LLC
NEW
Shares1,249
Change+1,249
Value$396.5K
Filed 2026-11-04
Braun-Bostich & Associates Inc.
DECREASED
Shares1,240 from 9,284
Change-8,044 (-87%)
Value$393.5K (-$2.8M)
Filed 2026-10-20
Rede Wealth, LLC
DECREASED
Shares1,238 from 1,253
Change-15 (-1%)
Value$392.9K (-$36.7K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares1,221
Change+1,221
Value$387.5K
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares1,215 from 714
Change+501 (+70%)
Value$385.9K (+$140.8K)
Filed 2026-10-07
CogentBlue Wealth Advisors, LLC
UNCHANGED
Shares1,212 from 1,212
Change0 (0%)
Value$384.6K (-$30.9K)
Filed 2026-10-09
Whalen Wealth Management Inc.
DECREASED
Shares1,207 from 1,827
Change-620 (-34%)
Value$383.0K (-$243.3K)
Filed 2026-10-08
Strategy Asset Managers LLC
INCREASED
Shares1,206 from 1,142
Change+64 (+6%)
Value$382.7K (-$8.7K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
INCREASED
Shares1,202 from 1,195
Change+7 (+1%)
Value$381.4K (-$28.2K)
Filed 2026-10-15
One Advisory Partners, LLC
DECREASED
Shares1,191 from 24,987
Change-23,796 (-95%)
Value$378.0K (-$8.2M)
Filed 2026-10-22
Entrewealth, LLC
INCREASED
Shares1,164 from 856
Change+308 (+36%)
Value$369.4K (+$105.6K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares1,154
Change+1,154
Value$366.2K
Filed 2026-10-19
Strid Group, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$365.7K (-$29.3K)
Filed 2026-10-28
Royal Harbor Partners, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$363.7K (-$29.2K)
Filed 2026-10-29
Lincoln Capital Corp
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$363.4K (-$29.2K)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares1,138 from 2,998
Change-1,860 (-62%)
Value$361.1K (-$666.9K)
Filed 2026-11-05
James J. Burns & Company, LLC
INCREASED
Shares1,128 from 1,056
Change+72 (+7%)
Value$357.8K (-$4.4K)
Filed 2026-10-22
Ergawealth Advisors, Inc.
INCREASED
Shares1,100 from 1,099
Change+1 (+0%)
Value$349.2K (-$27.7K)
Filed 2026-10-21
New Hampshire Trust
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$347.5K (-$27.9K)
Filed 2026-10-20
JB Capital LLC
DECREASED
Shares1,091 from 212,113
Change-211,022 (-99%)
Value$346.3K (-$72.4M)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED
Shares1,084 from 1,081
Change+3 (+0%)
Value$344.0K (-$26.6K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares1,082 from 648
Change+434 (+67%)
Value$343.4K (+$121.2K)
Filed 2026-10-20
4J Wealth Management LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$342.1K (-$27.4K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares1,072 from 11,854
Change-10,782 (-91%)
Value$340.1K (-$3.7M)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares1,068
Change+1,068
Value$338.8K
Filed 2026-10-26
St. Clair Advisors, LLC
DECREASED
Shares1,060 from 1,617
Change-557 (-34%)
Value$336.4K (-$218.0K)
Filed 2026-10-13
Sierra Ocean, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$336.4K (-$27.0K)
Filed 2026-11-03
Canandaigua National Trust Co of Florida
NEW
Shares1,059
Change+1,059
Value$336.1K
Filed 2026-10-07
Keystone Wealth Services, LLC
INCREASED
Shares1,050 from 909
Change+141 (+16%)
Value$332.8K (+$21.0K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
DECREASED
Shares1,047 from 3,775
Change-2,728 (-72%)
Value$332.3K (-$961.9K)
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares1,043
Change+1,043
Value$331.0K
Filed 2026-10-23
Summit Investment Advisory Services, LLC
INCREASED
Shares1,042 from 1,040
Change+2 (+0%)
Value$330.5K (-$26.0K)
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares1,031 from 1,031
Change0 (0%)
Value$327.2K (-$26.3K)
Filed 2026-10-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$326.5K (-$26.2K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,025 from 973
Change+52 (+5%)
Value$325.3K (-$8.3K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares1,017 from 1,016
Change+1 (+0%)
Value$322.8K (-$25.5K)
Filed 2026-11-04
W Advisors, LLC
DECREASED
Shares1,014 from 3,668
Change-2,654 (-72%)
Value$321.8K (-$935.7K)
Filed 2026-11-02
Sound Financial Strategies Group, LLC
DECREASED
Shares998 from 16,770
Change-15,772 (-94%)
Value$316.7K (-$5.4M)
Filed 2026-10-30
Accredited Investors Inc.
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$313.2K (-$25.2K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares981 from 982
Change-1 (0%)
Value$311.3K (-$25.6K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares973 from 9,813
Change-8,840 (-90%)
Value$308.7K (-$3.1M)
Filed 2026-10-20
CGN Advisors LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$307.8K (-$24.7K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares965 from 964
Change+1 (+0%)
Value$306.6K (-$24.0K)
Filed 2026-11-05
Investment Advisory Services Inc
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$304.6K (-$24.5K)
Filed 2026-10-27
Meridian Wealth Management, LLC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$302.4K (-$24.3K)
Filed 2026-11-05
Opulen Financial Group LLC
INCREASED
Shares952 from 950
Change+2 (+0%)
Value$302.2K (-$23.6K)
Filed 2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED
Shares949 from 1,104
Change-155 (-14%)
Value$301.2K (-$77.3K)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
INCREASED
Shares948 from 897
Change+51 (+6%)
Value$300.8K (-$6.7K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
INCREASED
Shares942 from 941
Change+1 (+0%)
Value$298.8K (-$23.7K)
Filed 2026-10-14
Linscomb Wealth, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$298.9K (-$24.0K)
Filed 2026-11-05
Stonebridge Wealth Management, LLC
DECREASED
Shares941 from 1,026
Change-85 (-8%)
Value$298.6K (-$53.1K)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares934 from 1,038
Change-104 (-10%)
Value$296.4K (-$59.5K)
Filed 2026-10-07
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$295.1K (-$23.7K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$294.2K (-$23.6K)
Filed 2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW
Shares926
Change+926
Value$297.1K
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares925 from 2,900
Change-1,975 (-68%)
Value$293.6K (-$700.7K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
DECREASED
Shares905 from 1,006
Change-101 (-10%)
Value$287.3K (-$57.5K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares896 from 892
Change+4 (+0%)
Value$284.3K (-$21.5K)
Filed 2026-10-19
Accel Wealth Management
INCREASED
Shares886 from 885
Change+1 (+0%)
Value$281.2K (-$22.3K)
Filed 2026-10-13
Noesis Capital Mangement Corp
NEW
Shares869
Change+869
Value$275.8K
Filed 2026-10-26
Atticus Wealth Management, LLC
INCREASED
Shares852 from 850
Change+2 (+0%)
Value$270.2K (-$21.1K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares848 from 847
Change+1 (+0%)
Value$269.3K (-$21.1K)
Filed 2026-10-28
Apollon Financial, LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$268.8K (-$21.6K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares844 from 1,721
Change-877 (-51%)
Value$268.0K (-$322.1K)
Filed 2026-10-14
Sage Capital Advisors,llc
INCREASED
Shares844 from 716
Change+128 (+18%)
Value$267.7K (+$22.1K)
Filed 2026-10-13
Leelyn Smith, LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$267.4K (-$21.5K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
DECREASED
Shares842 from 1,061
Change-219 (-21%)
Value$267.2K (-$96.5K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares842 from 862
Change-20 (-2%)
Value$267.4K (-$28.1K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares841 from 716
Change+125 (+17%)
Value$266.9K (+$21.4K)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$266.2K (-$21.4K)
Filed 2026-10-19
Wealth Quarterback LLC
DECREASED
Shares837 from 869
Change-32 (-4%)
Value$265.7K (-$32.1K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$265 (-$21)
Filed 2026-10-13
Key FInancial Inc
DECREASED
Shares832 from 892
Change-60 (-7%)
Value$264.0K (-$41.8K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$263.4K (-$21.2K)
Filed 2026-10-29
Occidental Asset Management, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$263.5K (-$21.1K)
Filed 2026-11-05
Courier Capital LLC
NEW
Shares826
Change+826
Value$262.1K
Filed 2026-10-19
Selective Wealth Management, Inc.
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$249.2K (-$454)
Filed 2026-10-16
Nations Financial Group Inc,
NEW
Shares825
Change+825
Value$262.1K
Filed 2026-11-05
Stone House Investment Management, LLC
DECREASED
Shares809 from 45,709
Change-44,900 (-98%)
Value$256.7K (-$15.4M)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares809 from 752
Change+57 (+8%)
Value$256.7K (-$1.1K)
Filed 2026-11-05
IPG Investment Advisors LLC
INCREASED
Shares808 from 608
Change+200 (+33%)
Value$256.4K (+$48.0K)
Filed 2026-10-30
Peoples Bank
DECREASED
Shares800 from 961
Change-161 (-17%)
Value$253.9K (-$75.6K)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares799 from 777
Change+22 (+3%)
Value$253.6K (-$12.8K)
Filed 2026-11-03
Apex Wealth Management, LLC
DECREASED
Shares794 from 5,007
Change-4,213 (-84%)
Value$252.0K (-$1.5M)
Filed 2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$252.0K (-$20.2K)
Filed 2026-10-14
Aspiriant, LLC
NEW
Shares793
Change+793
Value$251.7K
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares793 from 638
Change+155 (+24%)
Value$251.7K (+$33.1K)
Filed 2026-11-03
Vontobel Holding Ltd.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$251.3K (-$20.2K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$251.4K (-$20.1K)
Filed 2026-10-09
Briggs Wealth Management, Inc
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$251.0K (-$20.2K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
NEW
Shares783
Change+783
Value$248.5K
Filed 2026-10-19
Sepio Capital, LP
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$245.6K (-$19.7K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
INCREASED
Shares773 from 766
Change+7 (+1%)
Value$245.3K (-$17.3K)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$245.4K (-$19.2K)
Filed 2026-10-29
Pearl Planning LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$245.0K (-$19.7K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$244.3K (-$19.6K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares762 from 723
Change+39 (+5%)
Value$241.8K (-$5.9K)
Filed 2026-10-23
Quadrant Capital Group LLC
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$237.7K (-$22.6K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares757 from 773
Change-16 (-2%)
Value$240.2K (-$24.9K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
DECREASED
Shares755 from 970
Change-215 (-22%)
Value$239.3K (-$91.7K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED
Shares742 from 987
Change-245 (-25%)
Value$235.5K (-$102.9K)
Filed 2026-10-23
BostonPremier Wealth LLC
INCREASED
Shares738 from 717
Change+21 (+3%)
Value$234.1K (-$11.5K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares735
Change+735
Value$232.0K
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares733 from 735
Change-2 (0%)
Value$232.6K (-$8.5K)
Filed 2026-10-29
Box Hill Private Wealth LLC
NEW
Shares728
Change+728
Value$231.2K
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares728 from 1,654
Change-926 (-56%)
Value$231.0K (-$336.0K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares726 from 692
Change+34 (+5%)
Value$230.5K (+$21.6K)
Filed 2026-10-26
May Hill Capital, LLC
DECREASED
Shares723 from 770
Change-47 (-6%)
Value$229.3K (-$34.7K)
Filed 2026-11-03
Cidel Asset Management Inc
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$228.2K (-$18.3K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED
Shares714 from 713
Change+1 (+0%)
Value$226.7K (-$17.8K)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$225.1K (-$18.1K)
Filed 2026-10-30
Outlook Wealth Advisors, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$225.1K (-$18.1K)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$242.4K ($0)
Filed 2026-10-06
Realta Investment Advisors
INCREASED
Shares699 from 559
Change+140 (+25%)
Value$221.8K (+$30.2K)
Filed 2026-10-14
Tranquility Partners, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$221.5K (-$17.8K)
Filed 2026-10-20
Hill Island Financial LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$221.3K (-$17.8K)
Filed 2026-10-20
DB&C Advisors, LLC
DECREASED
Shares692 from 716
Change-24 (-3%)
Value$219.6K (-$25.9K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$219.3K (-$17.6K)
Filed 2026-10-21
Accurate Wealth Management, LLC
NEW
Shares673
Change+673
Value$210.7K
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED
Shares672 from 389
Change+283 (+73%)
Value$213.3K (+$79.9K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares671 from 2,641
Change-1,970 (-75%)
Value$212.9K (-$692.5K)
Filed 2026-10-19
Veracity Capital LLC
DECREASED
Shares668 from 1,283
Change-615 (-48%)
Value$212.0K (-$227.9K)
Filed 2026-10-08
Kelly Financial Group LLC
DECREASED
Shares668 from 759
Change-91 (-12%)
Value$212.0K (-$48.2K)
Filed 2026-10-16
IMG Wealth Management, Inc.
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$211.0K (-$17.0K)
Filed 2026-10-27
Poehling Capital Management, Inc.
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$210.4K (-$16.9K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
DECREASED
Shares655 from 997
Change-342 (-34%)
Value$208 (-$341.8K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW
Shares653
Change+653
Value$207.2K
Filed 2026-10-27
Islay Capital Management, LLC
DECREASED
Shares652 from 903
Change-251 (-28%)
Value$206.9K (-$102.7K)
Filed 2026-10-20
Cap Partners, LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$206.9K (-$16.5K)
Filed 2026-10-19
Y.D. More Investments Ltd
INCREASED
Shares650 from 290
Change+360 (+124%)
Value$205.8K (+$107.2K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares647 from 646
Change+1 (+0%)
Value$205.2K (-$2.8K)
Filed 2026-10-09
Ehrlich Financial Group
DECREASED
Shares646 from 3,530
Change-2,884 (-82%)
Value$204.9K (-$1.0M)
Filed 2026-10-20
City Center Advisors, LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$201.8K (-$16.2K)
Filed 2026-10-08
Gradient Investments LLC
NEW
Shares635
Change+635
Value$201.5K
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares633 from 621
Change+12 (+2%)
Value$201.0K (-$12.0K)
Filed 2026-10-14
Asset Management One Co., Ltd.
DECREASED
Shares627 from 3,848
Change-3,221 (-84%)
Value$199.0K (-$1.1M)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares626 from 5,607
Change-4,981 (-89%)
Value$198.7K (-$1.7M)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED
Shares623 from 613
Change+10 (+2%)
Value$197.7K (-$12.5K)
Filed 2026-10-27
Curry Webb Wealth Management LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$211.8K ($0)
Filed 2026-10-22
Central Trust Co
DECREASED
Shares579 from 1,019
Change-440 (-43%)
Value$183.7K (-$165.6K)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$183.4K (-$14.7K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$182.3K (-$14.6K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$178.7K (-$14.4K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares562 from 561
Change+1 (+0%)
Value$178.2K (-$13.9K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
DECREASED
Shares524 from 3,720
Change-3,196 (-86%)
Value$166.3K (-$1.1M)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares464
Change+464
Value$147.3K
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares461 from 488
Change-27 (-6%)
Value$115.0K (-$10.0K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares436 from 731
Change-295 (-40%)
Value$138.4K (-$112.2K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$137.8K (-$10.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares414 from 418
Change-4 (-1%)
Value$131.4K (-$11.9K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
DECREASED
Shares408 from 3,086
Change-2,678 (-87%)
Value$129.5K (-$928.4K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares406
Change+406
Value$128.8K
Filed 2026-10-29
Winthrop Capital Management, LLC
INCREASED
Shares396 from 395
Change+1 (+0%)
Value$125.5K (-$9.5K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$123.8K (-$9.9K)
Filed 2026-10-16
Reap Financial Group, LLC
DECREASED
Shares365 from 366
Change-1 (0%)
Value$115.8K (-$9.6K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares350 from 283
Change+67 (+24%)
Value$111.2K (+$14.1K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$109.8K (-$8.8K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares341 from 394
Change-53 (-13%)
Value$108.2K (-$26.9K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares341 from 344
Change-3 (-1%)
Value$108.2K (-$8.4K)
Filed 2026-10-30
Pittenger & Anderson Inc
DECREASED
Shares338 from 372
Change-34 (-9%)
Value$107.3K (-$20.3K)
Filed 2026-11-02
Wells Financial Advisors Inc
DECREASED
Shares335 from 336
Change-1 (0%)
Value$106.3K (-$8.9K)
Filed 2026-11-02
Belvedere Trading LLC
DECREASED
Shares334 from 3,643
Change-3,309 (-91%)
Value$106.0K (-$1.1M)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares320 from 328
Change-8 (-2%)
Value$101.5K (-$10.9K)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares314 from 107
Change+207 (+193%)
Value$100.8K (+$65.7K)
Filed 2026-10-27
RMG Wealth Management LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$88.0K (-$8.0K)
Filed 2026-10-26
Richardson Financial Services Inc.
DECREASED
Shares300 from 545
Change-245 (-45%)
Value$95.2K (-$91.6K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares275
Change+275
Value$87.3K
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$85.7K (-$5.9K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares256 from 371
Change-115 (-31%)
Value$81.3K (-$45.9K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares255 from 406
Change-151 (-37%)
Value$81 (-$58)
Filed 2026-10-02
Independence Bank of Kentucky
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$79.3K (-$6.4K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares231
Change+231
Value$73.4K
Filed 2026-10-27
Nemes Rush Group LLC
INCREASED
Shares219 from 217
Change+2 (+1%)
Value$69.5K (-$4.9K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares212 from 343
Change-131 (-38%)
Value$67.4K (-$50.3K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
INCREASED
Shares211 from 4
Change+207 (+5175%)
Value$67.0K (+$65.6K)
Filed 2026-10-28
POM Investment Strategies, LLC
DECREASED
Shares195 from 827
Change-632 (-76%)
Value$61.9K (-$221.6K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$61.9K (-$5.0K)
Filed 2026-11-02
Kings Path Partners LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$60.8K (-$4.9K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares189 from 1,015
Change-826 (-81%)
Value$59.9K (-$288.1K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$58.7K (-$2.0K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$58.2K (-$4.7K)
Filed 2026-10-16
Family Capital Trust Co
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$55.8K (-$4.5K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares170 from 23
Change+147 (+639%)
Value$54.0K (+$46.1K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED
Shares169 from 21,497
Change-21,328 (-99%)
Value$53.6K (-$7.3M)
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$52.7K (-$4.2K)
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares165 from 776
Change-611 (-79%)
Value$52.4K (-$213.7K)
Filed 2026-11-04
Clark Wealth Partners
DECREASED
Shares159 from 164
Change-5 (-3%)
Value$50.5K (-$5.8K)
Filed 2026-10-19
Ares Financial Consulting, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$49.6K (-$3.9K)
Filed 2026-10-19
Networth Advisors, LLC
DECREASED
Shares155 from 218
Change-63 (-29%)
Value$49.2K (-$25.6K)
Filed 2026-11-03
Spirit of America Management Corp
DECREASED
Shares147 from 44,622
Change-44,475 (-100%)
Value$46.3K (+$46.2K)
Filed 2026-10-14
Morling Financial Advisors, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$46.6K (-$3.7K)
Filed 2026-10-28
Key Capital Management, Inc
DECREASED
Shares145 from 1,289
Change-1,144 (-89%)
Value$46.0K (-$395.8K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$38.1K (-$3.1K)
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares116
Change+116
Value$34.7K
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$34.3K (-$2.8K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$34.3K (-$2.8K)
Filed 2026-10-15
Fairway Wealth LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$33.6K (-$2.7K)
Filed 2026-10-30
Register Financial Advisors LLC
INCREASED
Shares105 from 85
Change+20 (+24%)
Value$33.3K (+$4.2K)
Filed 2026-10-23
Yankcom Partnership
NEW
Shares99
Change+99
Value$31.4K
Filed 2026-10-15
Montgomery Financial Services LLC
DECREASED
Shares99 from 181
Change-82 (-45%)
Value$31.4K (-$30.6K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$30.8K (-$2.5K)
Filed 2026-10-06
Heritage Family Offices, LLP
NEW
Shares90
Change+90
Value$28.4K
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares88 from 1,238
Change-1,150 (-93%)
Value$27.9K (-$396.5K)
Filed 2026-10-13
Advocate Investing Services LLC
INCREASED
Shares88 from 83
Change+5 (+6%)
Value$27.9K (-$535)
Filed 2026-10-26
Bayban
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$29.5K ($0)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$25.7K (-$2.1K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$25.4K (-$2.0K)
Filed 2026-10-22
EPG Wealth Management LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$22.5K (-$1.8K)
Filed 2026-11-03
Caldwell Trust Co
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$21.6K (-$1.7K)
Filed 2026-10-30
Concord Wealth Partners
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$20.9K (-$1.7K)
Filed 2026-11-02
North Point Portfolio Managers Corp
NEW
Shares65
Change+65
Value$20.6K
Filed 2026-10-07
Planning Strategies Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.0K (-$1.5K)
Filed 2026-10-02
Elevate Wealth Advisory, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.0K (-$1.5K)
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$18.4K (-$1.5K)
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$18 (-$1)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$17.1K (-$1.4K)
Filed 2026-10-22
Essential Partners LLC
NEW
Shares50
Change+50
Value$15.9K
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$14.3K (-$1.1K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$14.4K (-$1.2K)
Filed 2026-10-16
Phillips Financial Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$14.3K (-$1.1K)
Filed 2026-10-19
Hurley Capital, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$11.5K (-$897)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$10.8K (-$867)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$10.9K (-$851)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares33 from 41
Change-8 (-20%)
Value$10.5K (-$3.6K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$10.5K (-$841)
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.2K (-$816)
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.9K (-$771)
Filed 2026-10-14
Arvest Investments, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.8K (-$790)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.5K (-$764)
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.5K (-$764)
Filed 2026-10-15
Townsend Asset Management Corp
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$9.1K (-$711)
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.8K (-$690)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.6K (-$688)
Filed 2026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.6K (-$688)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares26
Change+26
Value$8.3K
Filed 2026-10-09
Mcdonald Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.9K (-$637)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
NEW
Shares23
Change+23
Value$7.3K
Filed 2026-10-30
Olistico Wealth, LLC
NEW
Shares23
Change+23
Value$7.3K
Filed 2026-10-05
Nfsg Corp
DECREASED
Shares23 from 43
Change-20 (-47%)
Value$7.3K (-$7.4K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares21
Change+21
Value$6.7K
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.4K (-$433)
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares16
Change+16
Value$5.1K
Filed 2026-10-14
Gleason Group, Inc.
NEW
Shares16
Change+16
Value$5.1K
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.1K (-$399)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
NEW
Shares14
Change+14
Value$4.4K
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares14
Change+14
Value$4.5K
Filed 2026-11-04
Grove Bank & Trust
NEW
Shares13
Change+13
Value$4.1K
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.1K (-$331)
Filed 2026-10-15
First Command Advisory Services, Inc.
NEW
Shares12
Change+12
Value$3.8K
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.8K (-$306)
Filed 2026-10-16
SJS Investment Consulting Inc.
NEW
Shares11
Change+11
Value$3.5K
Filed 2026-10-26
Raleigh Capital Management Inc.
DECREASED
Shares11 from 2,969
Change-2,958 (-100%)
Value$3.6K (-$1.0M)
Filed 2026-10-28
NBT Bank, N.A.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.5K (-$280)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares10
Change+10
Value$3.2K
Filed 2026-10-27
United Financial Planning Group LLC
NEW
Shares9
Change+9
Value$2.9K
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares8 from 14
Change-6 (-43%)
Value$2.5K (-$2.3K)
Filed 2026-10-28
First Bancorp, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.5K (-$204)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.9K (-$153)
Filed 2026-11-03
Versant Capital Management, Inc
NEW
Shares5
Change+5
Value$1.6K
Filed 2026-10-02
Nova Financial LLC
NEW
Shares5
Change+5
Value$1.6K
Filed 2026-11-04
Markowski Investments
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$127)
Filed 2026-10-30
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$638 (-$50)
Filed 2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$641 (-$50)
Filed 2026-10-07
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$225
Filed 2026-10-27
Retirement Wealth Solutions LLC
DECREASED
Shares1 from 4,796
Change-4,795 (-100%)
Value$220 (-$1.6M)
Filed 2026-10-07
Shepherd Financial Partners LLC
CLOSED
Shares0 from 47,285
Change-47,285 (-100%)
Value$0 (-$16.2M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 44,839
Change-44,839 (-100%)
Value$0 (-$14.6M)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 34,709
Change-34,709 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-13
Kelly Financial Services LLC
CLOSED
Shares0 from 32,473
Change-32,473 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-20
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 29,995
Change-29,995 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-29
Swmg, LLC
CLOSED
Shares0 from 29,179
Change-29,179 (-100%)
Value$0 (-$9.3M)
Filed 2026-10-23
Beacon Capital Management, LLC
CLOSED
Shares0 from 16,932
Change-16,932 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-23
Archer Investment Management, LLC
CLOSED
Shares0 from 14,362
Change-14,362 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-13
SigFig Wealth Management, LLC
CLOSED
Shares0 from 13,843
Change-13,843 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-07
Town Capital LLC
CLOSED
Shares0 from 13,777
Change-13,777 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-03
Surience Private Wealth LLC
CLOSED
Shares0 from 11,410
Change-11,410 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-16
Core Wealth Advisors, LLC
CLOSED
Shares0 from 10,836
Change-10,836 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-05
SWP Financial LLC
CLOSED
Shares0 from 10,288
Change-10,288 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-23
One Wealth Capital Management, LLC
CLOSED
Shares0 from 9,649
Change-9,649 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-23
Absolute Capital Management, LLC
CLOSED
Shares0 from 8,815
Change-8,815 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 8,267
Change-8,267 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-26
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 8,222
Change-8,222 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 7,674
Change-7,674 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-20
Synergy Asset Management, LLC
CLOSED
Shares0 from 7,615
Change-7,615 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 7,306
Change-7,306 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
LiftPoint Family Wealth Advisors LLC
CLOSED
Shares0 from 7,052
Change-7,052 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
Uptick Partners, LLC
CLOSED
Shares0 from 6,914
Change-6,914 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 6,735
Change-6,735 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
CLOSED
Shares0 from 6,240
Change-6,240 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-29
Worthington Financial Partners, LLC
CLOSED
Shares0 from 5,295
Change-5,295 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
Advisory Solutions Group, LLC
CLOSED
Shares0 from 4,829
Change-4,829 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
J.M. Arbour, LLC
CLOSED
Shares0 from 4,606
Change-4,606 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Zenith Solutions, Inc.
CLOSED
Shares0 from 4,133
Change-4,133 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-19
Two West Capital Advisors LLC
CLOSED
Shares0 from 4,013
Change-4,013 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 2,769
Change-2,769 (-100%)
Value$0 (-$949.3K)
Filed 2026-11-02
Unify Financial Advisors
CLOSED
Shares0 from 2,765
Change-2,765 (-100%)
Value$0 (-$947.9K)
Filed 2026-11-03
FWG Investments, Llc.
CLOSED
Shares0 from 2,545
Change-2,545 (-100%)
Value$0 (-$872.6K)
Filed 2026-11-03
RDA Financial Network
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$866.1K)
Filed 2026-10-15
Founders Financial Securities LLC
CLOSED
Shares0 from 2,484
Change-2,484 (-100%)
Value$0 (-$851.6K)
Filed 2026-10-28
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 2,212
Change-2,212 (-100%)
Value$0 (-$758.5K)
Filed 2026-10-22
Semus Wealth Partners LLC
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$734.3K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,746
Change-1,746 (-100%)
Value$0 (-$598.6K)
Filed 2026-10-14
Centennial Advisors, LLC
CLOSED
Shares0 from 1,745
Change-1,745 (-100%)
Value$0 (-$598.3K)
Filed 2026-10-21
MW Advisory, LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$519.7K)
Filed 2026-10-19
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 1,514
Change-1,514 (-100%)
Value$0 (-$519.2K)
Filed 2026-10-26
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$497.1K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 1,390
Change-1,390 (-100%)
Value$0 (-$476.5K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 1,376
Change-1,376 (-100%)
Value$0 (-$471.7K)
Filed 2026-10-15
Focused Alpha, LLC
CLOSED
Shares0 from 1,295
Change-1,295 (-100%)
Value$0 (-$444.0K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,248
Change-1,248 (-100%)
Value$0 (-$427.7K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$406.6K)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,163
Change-1,163 (-100%)
Value$0 (-$398.7K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 973
Change-973 (-100%)
Value$0 (-$333.6K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED
Shares0 from 972
Change-972 (-100%)
Value$0 (-$333.2K)
Filed 2026-10-16
Integrated Wealth Management
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$326.7K)
Filed 2026-10-19
RCS Financial Planning, LLC
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$321.9K)
Filed 2026-10-14
William John Sempolinski
CLOSED
Shares0 from 879
Change-879 (-100%)
Value$0 (-$301.3K)
Filed 2026-10-20
CPR Investments Inc.
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$298.2K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$281.5K)
Filed 2026-10-22
AA Financial Advisors, LLC
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$269.4K)
Filed 2026-10-19
Madson Wealth Advisors Inc
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$257.6K)
Filed 2026-10-13
Smart Wealth LLC
CLOSED
Shares0 from 749
Change-749 (-100%)
Value$0 (-$256.8K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$254.0K)
Filed 2026-10-16
TrueWealth Advisors, LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-09
Carnegie Investment Counsel
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-02
True Private Wealth Advisors
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-19
TSA Wealth Managment LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-21
APS Management Group, Inc.
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-14
NWF Advisory Services Inc.
CLOSED
Shares0 from 619
Change-619 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-19
Waldron Private Wealth LLC
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$208.8K)
Filed 2026-11-03
TME Financial, Inc.
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-14
Old National Bancorp
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-08
KPP Advisory Services LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-26
Morton Capital Management LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-23
PUREfi Wealth, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-19
AdvisorNet Financial, Inc
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$172.6K)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$124.4K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$114.5K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$111.5K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$86.4K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$79.2K)
Filed 2026-11-05
Hilltop National Bank
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$78.9K)
Filed 2026-10-14
GFS Advisors, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$10.7M)
Filed 2026-11-03
Decker Retirement Planning Inc.
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$39.4K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-05
Robinswood Financial LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$823)
Filed 2026-10-28
City State Bank
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$686)
Filed 2026-10-20
Burk Holdings LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$490)
Filed 2026-11-05
Mercer Global Advisors Inc
N/A
Shares— from 8,117,410
Change-8,117,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,899,452
Change-7,899,452 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,705,939
Change-5,705,939 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,375,616
Change-3,375,616 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,371,900
Change-3,371,900 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,708,782
Change-2,708,782 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,333,850
Change-1,333,850 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,319,411
Change-1,319,411 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,252,332
Change-1,252,332 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,099,673
Change-1,099,673 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,086,149
Change-1,086,149 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,003,960
Change-1,003,960 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 830,205
Change-830,205 (-100%)
Value—
UBS Group AG
N/A
Shares— from 691,900
Change-691,900 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 595,918
Change-595,918 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 548,612
Change-548,612 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 499,697
Change-499,697 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 491,288
Change-491,288 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 483,302
Change-483,302 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 467,786
Change-467,786 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 413,948
Change-413,948 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 391,288
Change-391,288 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 372,327
Change-372,327 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 361,757
Change-361,757 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 352,034
Change-352,034 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 344,387
Change-344,387 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 337,175
Change-337,175 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 335,012
Change-335,012 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 328,191
Change-328,191 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 317,902
Change-317,902 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 274,471
Change-274,471 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 230,444
Change-230,444 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 206,900
Change-206,900 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 205,348
Change-205,348 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 194,494
Change-194,494 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 192,185
Change-192,185 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 166,581
Change-166,581 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 162,354
Change-162,354 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 156,329
Change-156,329 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 150,686
Change-150,686 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 131,871
Change-131,871 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 113,665
Change-113,665 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 113,097
Change-113,097 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 111,711
Change-111,711 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 105,428
Change-105,428 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 103,852
Change-103,852 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 102,412
Change-102,412 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 102,369
Change-102,369 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 99,639
Change-99,639 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 98,112
Change-98,112 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 96,754
Change-96,754 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 91,250
Change-91,250 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 90,906
Change-90,906 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 89,724
Change-89,724 (-100%)
Value—
Barclays PLC
N/A
Shares— from 89,037
Change-89,037 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 87,445
Change-87,445 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 83,121
Change-83,121 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 82,495
Change-82,495 (-100%)
Value—
Invst, LLC
N/A
Shares— from 81,852
Change-81,852 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 68,603
Change-68,603 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 67,815
Change-67,815 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65,460
Change-65,460 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 63,303
Change-63,303 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 62,738
Change-62,738 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 60,583
Change-60,583 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 59,470
Change-59,470 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 56,748
Change-56,748 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 54,879
Change-54,879 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 54,183
Change-54,183 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 53,239
Change-53,239 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 51,032
Change-51,032 (-100%)
Value—
&partners
N/A
Shares— from 49,034
Change-49,034 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 48,732
Change-48,732 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 48,480
Change-48,480 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,231
Change-47,231 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 47,057
Change-47,057 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,941
Change-46,941 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 46,907
Change-46,907 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 46,339
Change-46,339 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 45,484
Change-45,484 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 43,832
Change-43,832 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,863
Change-41,863 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 41,734
Change-41,734 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 39,860
Change-39,860 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 39,099
Change-39,099 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 38,474
Change-38,474 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 37,438
Change-37,438 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 37,377
Change-37,377 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 37,121
Change-37,121 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 36,766
Change-36,766 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 32,851
Change-32,851 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 32,484
Change-32,484 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 32,351
Change-32,351 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 32,228
Change-32,228 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 32,221
Change-32,221 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 31,989
Change-31,989 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 31,541
Change-31,541 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,536
Change-30,536 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 30,503
Change-30,503 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 29,662
Change-29,662 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 29,170
Change-29,170 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,194
Change-28,194 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,356
Change-26,356 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 26,174
Change-26,174 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 25,979
Change-25,979 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 25,423
Change-25,423 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 25,332
Change-25,332 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 25,147
Change-25,147 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 24,908
Change-24,908 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 24,434
Change-24,434 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 24,354
Change-24,354 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 24,056
Change-24,056 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 23,999
Change-23,999 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 23,786
Change-23,786 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 23,385
Change-23,385 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 23,006
Change-23,006 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 22,613
Change-22,613 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 21,943
Change-21,943 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 21,684
Change-21,684 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 21,595
Change-21,595 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,532
Change-21,532 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 20,845
Change-20,845 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 20,205
Change-20,205 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,943
Change-19,943 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 19,694
Change-19,694 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 18,790
Change-18,790 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,572
Change-18,572 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,509
Change-18,509 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 17,894
Change-17,894 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17,824
Change-17,824 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 17,340
Change-17,340 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,846
Change-16,846 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 16,409
Change-16,409 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 16,222
Change-16,222 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 16,117
Change-16,117 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
10Elms LLP
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,936
Change-14,936 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,286
Change-14,286 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 13,972
Change-13,972 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 13,854
Change-13,854 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 13,772
Change-13,772 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 13,772
Change-13,772 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 13,689
Change-13,689 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 13,623
Change-13,623 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,574
Change-13,574 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,068
Change-13,068 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 12,622
Change-12,622 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 11,671
Change-11,671 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,426
Change-11,426 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,377
Change-11,377 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 8,296
Change-8,296 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,002
Change-7,002 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,464
Change-5,464 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
EQ LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 947
Change-947 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 932
Change-932 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 900
Change-900 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 855
Change-855 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 843
Change-843 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 799
Change-799 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 728
Change-728 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 700
Change-700 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 698
Change-698 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 694
Change-694 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 622
Change-622 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Stephens Inc
N/A
Shares— from 616
Change-616 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 595
Change-595 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 595
Change-595 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 513
Change-513 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 509
Change-509 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 483
Change-483 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 466
Change-466 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 455
Change-455 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 442
Change-442 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 338
Change-338 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 331
Change-331 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 279
Change-279 (-100%)
Value—
CNB Bank
N/A
Shares— from 263
Change-263 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 176
Change-176 (-100%)
Value—
S&T Bank
N/A
Shares— from 163
Change-163 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 136
Change-136 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 95
Change-95 (-100%)
Value—
Centennial Bank
N/A
Shares— from 94
Change-94 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 88
Change-88 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Motco
N/A
Shares— from 23
Change-23 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 6
Change-6 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
State of Michigan Retirement System
INCREASED1,317,9901,301,990+16,000+1%$446.4M$418.3M-$28.1M2026-10-27
Blue Trust, Inc.
DECREASED1,116,0011,409,680-293,679-21%$483.3M$354.2M-$129.1M2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED930,403931,613-1,2100%$319.4M$295.3M-$24.1M2026-10-27
Orgel Wealth Management, LLC
INCREASED854,260672,724+181,536+27%$230.6M$271.1M+$40.5M2026-10-14
Assetmark, Inc
DECREASED762,8471,140,605-377,758-33%$391.0M$242.1M-$149.0M2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED588,631607,622-18,991-3%$195.5M$186.8M-$8.7M2026-10-13
Symmetry Partners, LLC
INCREASED430,311426,885+3,426+1%$146.3M$136.6M-$9.8M2026-10-27
Balentine LLC
DECREASED379,032380,266-1,2340%$130.4M$120.3M-$10.1M2026-11-03
High Probability Advisors, LLC
INCREASED331,536322,023+9,513+3%$110.4M$105.2M-$5.2M2026-10-19
Foster Group, Inc.
INCREASED289,385287,607+1,778+1%$98.6M$91.8M-$6.8M2026-10-13
Commonwealth Equity Services, LLC
DECREASED224,463299,827-75,364-25%$102.8M$71.2M-$31.6M2026-11-02
Armbruster Capital Management, Inc.
DECREASED205,082206,320-1,238-1%$70.7M$65.1M-$5.7M2026-10-19
Kathmere Capital Management, LLC
INCREASED198,256181,563+16,693+9%$62.2M$62.9M+$669.5K2026-10-20
Keybank National Association
DECREASED178,845183,285-4,440-2%$62.8M$56.8M-$6.1M2026-11-04
Lido Advisors, LLC
INCREASED155,639104,732+50,907+49%$35.9M$49.4M+$13.5M2026-11-04
Acropolis Investment Management, LLC
INCREASED139,272137,797+1,475+1%$47.2M$44.2M-$3.0M2026-10-08
Mullooly Asset Management, Inc.
INCREASED135,217134,087+1,130+1%$46.0M$42.9M-$3.1M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED133,175209,549-76,374-36%$71.8M$42.3K-$71.8M2026-11-02
1900 Wealth Management LLC
DECREASED127,545132,103-4,558-3%$45.3M$40.5M-$4.8M2026-10-13
Citigroup Inc
DECREASED125,519637,867-512,348-80%$218.7M$39.8M-$178.8M2026-11-04
Apella Capital, LLC
DECREASED117,618121,579-3,961-3%$38.0M$37.9M-$63.8K2026-10-08
Stonehearth Capital Management, LLC
DECREASED114,635116,926-2,291-2%$40.1M$36.4M-$3.7M2026-10-13
Journey Advisory Group, LLC
INCREASED110,125108,657+1,468+1%$37.3M$34.9M-$2.3M2026-11-04
Oppenheimer & Co Inc
DECREASED107,382113,255-5,873-5%$38.8M$34.1M-$4.8M2026-10-26
New York Life Investment Management LLC
DECREASED107,346181,964-74,618-41%$62.4M$34.1M-$28.3M2026-11-04
Kestra Advisory Services, LLC
DECREASED103,460112,880-9,420-8%$38.7M$32.8M-$5.9M2026-11-02
Bell Investment Advisors, Inc
INCREASED77,99877,807+191+0%$26.7M$24.8M-$1.9M2026-10-29
SteelPeak Wealth, LLC
INCREASED75,14471,207+3,937+6%$24.4M$23.8M-$565.7K2026-10-16
Glenview Trust Co
DECREASED73,59273,959-3670%$25.4M$23.4M-$2.0M2026-10-28
Straight Path Wealth Management
INCREASED73,26171,699+1,562+2%$24.6M$23.2M-$1.3M2026-10-23
Truist Financial Corp
DECREASED69,021138,812-69,791-50%$47.6M$21.9M-$25.7M2026-10-30
Creative Planning
INCREASED68,64568,617+28+0%$23.5M$21.8M-$1.7M2026-11-02
D'Orazio & Associates, Inc.
INCREASED66,16163,196+2,965+5%$21.7M$21.0M-$669.8K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED63,24564,414-1,169-2%$22.1M$20.1M-$2.0M2026-10-22
Convergence Financial, LLC
DECREASED61,749104,086-42,337-41%$35.7M$19.6M-$16.1M2026-10-27
Atria Investments, Inc
DECREASED60,694140,944-80,250-57%$48.3M$19.3M-$29.1M2026-10-15
Trinity Wealth Management, LLC
DECREASED59,37089,744-30,374-34%$30.8M$18.8M-$11.9M2026-10-13
CPC Advisors, LLC
INCREASED59,00558,859+146+0%$20.2M$18.7M-$1.5M2026-10-21
Bank of New York Mellon Corp
DECREASED57,644342,136-284,492-83%$117.3M$18.3M-$99.0M2026-11-05
Vise Technologies, Inc.
DECREASED56,04196,996-40,955-42%$33.3M$17.8M-$15.5M2026-10-29
Anderson Hoagland & Co
INCREASED55,33346,069+9,264+20%$15.8M$16.0M+$173.6K2026-10-23
Southern Farm Bureau Life Insurance
NEW54,875—+54,875——$17.4K—2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED53,53457,156-3,622-6%$19.6M$17.0M-$2.6M2026-10-20
Solidarity Wealth, LLC
INCREASED50,24848,687+1,561+3%$16.7M$15.9M-$745.8K2026-10-15
MGO One Seven LLC
DECREASED48,27152,927-4,656-9%$18.1M$15.3M-$2.8M2026-10-28
Davidson Investment Advisors
DECREASED48,23349,002-769-2%$16.8M$15.3M-$1.5M2026-10-20
Sharkey, Howes & Javer
DECREASED48,10348,608-505-1%$16.7M$15.3M-$1.4M2026-10-22
Well Done, LLC
DECREASED45,10549,716-4,611-9%$17.0M$14.3M-$2.7M2026-10-20
Royal Fund Management, LLC
INCREASED42,90041,759+1,141+3%$14.3M$13.6M-$702.3K2026-10-22
First Heartland Consultants, Inc.
INCREASED42,69717,083+25,614+150%$5.9M$13.5M+$7.7M2026-10-08
Park Avenue Securities LLC
DECREASED41,364639,938-598,574-94%$219.4M$13.1K-$219.4M2026-10-26
Scissortail Wealth Management, LLC
INCREASED41,08340,238+845+2%$13.8M$13.0M-$757.4K2026-11-03
Chicago Partners Investment Group LLC
DECREASED40,62240,948-326-1%$12.9M$11.8M-$1.1M2026-10-27
Garrett Wealth Advisory Group, LLC
DECREASED39,80840,406-598-1%$13.9M$12.6M-$1.2M2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED39,56248,885-9,323-19%$16.8M$12.6M-$4.2M2026-11-05
Meredith Wealth Planning
DECREASED38,17938,700-521-1%$13.3M$12.1M-$1.2M2026-10-14
Washburn Capital Management, Inc.
INCREASED37,88435,042+2,842+8%$12.0M$12.0M+$8.7K2026-10-19
Trilogy Capital Inc.
DECREASED37,49839,384-1,886-5%$13.5M$11.9M-$1.6M2026-10-20
D.A. Davidson & Co.
INCREASED37,23536,900+335+1%$12.7M$11.8M-$834.3K2026-10-28
Jmac Enterprises LLC
INCREASED35,54535,430+115+0%$12.1M$11.3M-$866.6K2026-10-30
Alliance Wealth Advisors, LLC
INCREASED34,89530,407+4,488+15%$10.4M$11.1M+$649.1K2026-10-28
Elevated Financial Group LLC
DECREASED33,15136,880-3,729-10%$12.6M$10.5M-$2.1M2026-10-16
Financial Architects, LLC
DECREASED32,41533,655-1,240-4%$11.5M$10.3M-$1.3M2026-10-13
Concurrent Investment Advisors, LLC
DECREASED31,57741,434-9,857-24%$14.2M$10.0M-$4.2M2026-10-16
Brickley Wealth Management
INCREASED31,56731,537+30+0%$10.8M$10.0M-$794.4K2026-11-04
IFP Advisors, Inc
DECREASED30,85331,818-965-3%$10.9M$9.8M-$1.1M2026-10-16
Unison Advisors LLC
INCREASED30,59229,042+1,550+5%$10.0M$9.7M-$248.5K2026-10-29
Mirae Asset Global Investments Co., Ltd.
NEW30,000—+30,000——$9.5M—2026-11-03
Thrivent Financial for Lutherans
DECREASED29,375142,374-112,999-79%$48.7M$1.1M-$47.6M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED29,12742,138-13,011-31%$14.4M$9.2M-$5.2M2026-10-30
PW Nova Financial Services LLC
DECREASED28,64429,669-1,025-3%$10.2M$9.1M-$1.1M2026-10-15
15 Wealth Advisors LLC
NEW27,634—+27,634——$8.8M—2026-10-14
Capital Planning LLC
DECREASED27,43728,447-1,010-4%$9.8M$8.7M-$1.0M2026-10-09
Choreo, LLC
DECREASED27,13028,089-959-3%$9.6M$8.6M-$1.0M2026-10-28
Asset Advisors Investment Management, LLC
INCREASED26,89325,335+1,558+6%$8.7M$8.5M-$151.4K2026-10-19
Professional Financial Advisors, LLC
INCREASED26,70426,369+335+1%$9.0M$8.5M-$565.8K2026-10-13
Mascoma Wealth Management LLC
DECREASED25,36526,878-1,513-6%$9.2M$8.0M-$1.2M2026-10-23
RHS Financial, LLC
INCREASED25,28623,913+1,373+6%$8.2M$8.0M-$173.8K2026-10-13
Sound Portfolio Advisors, LLC
DECREASED25,12525,821-696-3%$8.9M$8.0M-$879.0K2026-11-05
Tactive Advisors, LLC
INCREASED24,82118,814+6,007+32%$6.5M$7.9M+$1.4M2026-10-08
SAX Wealth Advisors, LLC
DECREASED24,63925,000-361-1%$6.0M$7.8M+$1.8M2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED24,60025,481-881-3%$8.7M$7.8M-$929.0K2026-10-23
Beacon Financial Planning, Inc
INCREASED24,27321,244+3,029+14%$7.3M$7.7M+$419.9K2026-11-04
Apollon Wealth Management, LLC
DECREASED23,56530,806-7,241-24%$10.6M$7.5M-$3.1M2026-10-23
Indivisible Partners
DECREASED23,09523,375-280-1%$8.0M$7.3M-$684.5K2026-10-26
US Bancorp \de\
DECREASED22,69825,461-2,763-11%$8.7M$7.2M-$1.5M2026-11-05
Del-Sette Capital Management, LLC
NEW22,483—+22,483——$7.1M—2026-10-23
Peddock Capital Advisors, LLC
INCREASED22,44521,673+772+4%$7.4M$7.1M-$307.7K2026-10-16
Independent Financial Group, LLC
DECREASED21,15922,992-1,833-8%$7.9M$6.7M-$1.2M2026-10-13
Basso Capital Management, L.P.
INCREASED20,59112,447+8,144+65%$4.3M$6.5M+$2.3M2026-10-30
Archvest Wealth Advisors, Inc.
INCREASED20,43320,243+190+1%$6.9M$6.5M-$455.7K2026-10-29
First Business Financial Services, Inc.
UNCHANGED20,33520,33500%$7.0M$6.5M-$518.3K2026-10-29
Keystone Global Partners, LLC
NEW20,142—+20,142——$6.4M—2026-10-13
Guerra PAN Advisors, LLC
INCREASED19,96218,737+1,225+7%$6.4M$5.9M-$520.5K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED19,71121,879-2,168-10%$7.5M$6.3M-$1.2M2026-11-05
Fifth Third Bancorp
DECREASED19,35824,060-4,702-20%$8.2M$6.1M-$2.1M2026-11-05
Farther Finance Advisors, LLC
DECREASED18,56834,398-15,830-46%$11.8M$5.9M-$5.9M2026-10-08
Sowell Financial Services LLC
INCREASED18,30917,189+1,120+7%$5.9M$5.8M-$82.9K2026-10-23
ShoreHaven Wealth Partners, LLC
INCREASED18,04417,004+1,040+6%$5.8M$5.7M-$103.2K2026-10-16
Capital Investment Advisors, LLC
INCREASED17,90516,010+1,895+12%$5.5M$5.7M+$193.3K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED17,86613,927+3,939+28%$4.8M$5.7M+$895.1K2026-10-13
Imc-Chicago, LLC
NEW17,769—+17,769——$5.6M—2026-11-05
Brookstone Capital Management
DECREASED17,37441,495-24,121-58%$14.2M$5.5M-$8.7M2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED16,77216,367+405+2%$5.6M$5.3M-$288.7K2026-10-13
Ascentis Independent Advisors
NEW16,319—+16,319——$5.2M—2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED15,18215,592-410-3%$5.3M$4.8M-$527.5K2026-10-28
Sigma Planning Corp
DECREASED15,15516,311-1,156-7%$5.6M$4.7M-$843.7K2026-10-23
Columbia Advisory Partners LLC
DECREASED15,07915,883-804-5%$5.4M$4.8M-$659.9K2026-10-15
Csenge Advisory Group
DECREASED14,77931,148-16,369-53%$10.7M$4.7M-$6.0M2026-11-04
Endeavor Private Wealth, Inc.
INCREASED14,55414,206+348+2%$4.9M$4.6M-$251.7K2026-11-05
Tsfg, LLC
DECREASED14,52127,091-12,570-46%$9.3M$4.6K-$9.3M2026-10-23
Advantage Trust Co
DECREASED14,16215,062-900-6%$5.2M$4.5M-$669.5K2026-10-19
Arrow Investment Advisors, LLC
NEW14,150—+14,150——$4.5M—2026-11-02
Southland Equity Partners LLC
DECREASED13,55613,809-253-2%$4.7M$4.3M-$432.3K2026-10-14
Pettinga Financial Advisors LLC
DECREASED13,46341,384-27,921-67%$14.2M$4.3M-$9.9M2026-10-13
Genesee Capital Advisors, LLC
DECREASED12,99113,206-215-2%$4.5M$4.1M-$404.8K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED12,90013,900-1,000-7%$4.8M$4.1M-$671.7K2026-11-03
Davenport & Co LLC
INCREASED12,89111,872+1,019+9%$4.1M$4.1M+$21.0K2026-10-14
Clearview Wealth Management LLC
DECREASED12,66812,715-470%$4.4M$4.0M-$392.6K2026-10-16
Whipplewood Advisors, LLC
INCREASED12,66011,804+856+7%$4.0M$4.0M-$29.2K2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED12,62712,824-197-2%$4.4M$4.0M-$389.3K2026-10-28
Sovran Advisors, LLC
DECREASED12,55322,302-9,749-44%$6.3M$3.7M-$2.6M2026-11-02
Forthright Family Wealth Advisory LLC
DECREASED12,22712,257-300%$4.2M$3.9M-$321.9K2026-11-03
Pinion Investment Advisors, LLC
INCREASED11,53410,568+966+9%$3.6M$3.7M+$37.2K2026-11-04
Bright Financial Advisors, Inc.
DECREASED11,47111,548-77-1%$4.0M$3.6M-$319.0K2026-10-23
RFG Advisory, LLC
INCREASED11,3677,713+3,654+47%$2.6M$3.6M+$963.1K2026-11-03
KFG LLC
NEW11,254—+11,254——$3.6M—2026-11-02
Roman Butler Fullerton & Co
INCREASED11,24110,614+627+6%$3.3M$3.3M-$15.4K2026-10-27
ARQ Wealth Advisors, LLC
DECREASED11,08711,277-190-2%$3.5M$3.5M-$25.3K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED11,01910,818+201+2%$3.7M$3.5M-$212.5K2026-10-30
Weaver Consulting Group
INCREASED10,74510,583+162+2%$3.6M$3.4M-$218.4K2026-10-07
Detalus Advisors, LLC
DECREASED10,59310,608-150%$3.6M$3.4M-$275.0K2026-10-15
Pinnacle Associates LTD
INCREASED10,38510,225+160+2%$3.5M$3.3M-$209.9K2026-10-20
New England Private Wealth Advisors LLC
INCREASED10,33910,305+34+0%$3.2M$3.3M+$123.9K2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED10,23110,235-40%$3.5M$3.2M-$262.2K2026-10-16
Schear Investment Advisers, LLC
NEW10,114—+10,114——$3.2M—2026-10-14
Tempo Wealth, LLC
DECREASED10,11410,204-90-1%$3.5M$3.2M-$288.5K2026-10-14
Advus Financial Partners, LLC
INCREASED10,0568,514+1,542+18%$2.9M$3.2M+$272.0K2026-10-20
Sweeney & Michel, LLC
INCREASED9,9579,769+188+2%$3.0M$3.2M+$138.1K2026-10-16
Sanchez Wealth Management Group
DECREASED9,845159,211-149,366-94%$54.6M$3.1M-$51.5M2026-11-02
Clarus Wealth Advisors
INCREASED9,6168,523+1,093+13%$2.7M$3.1M+$393.5K2026-10-13
Cassia Capital Partners, LLC
UNCHANGED9,5769,57600%$3.3M$3.0M-$244.1K2026-11-04
Parallel Advisors, LLC
INCREASED9,5349,321+213+2%$3.2M$3.0M-$170.2K2026-11-03
LexAurum Advisors, LLC
NEW9,502—+9,502——$3.0M—2026-10-19
Baker Boyer National Bank
INCREASED9,4599,265+194+2%$3.2M$3.0M-$174.6K2026-11-05
Alterna Wealth Management, Inc
DECREASED9,14210,548-1,406-13%$3.6M$2.9M-$715.1K2026-10-27
Crestwood Advisors Group, LLC
UNCHANGED9,0829,08200%$3.1M$2.9M-$231.5K2026-10-27
Ashton Thomas Securities, LLC
NEW8,910—+8,910——$2.8M—2026-10-26
Trust Co
DECREASED8,77113,314-4,543-34%$4.6M$2.8M-$1.8M2026-10-09
Sound Income Strategies, LLC
DECREASED8,76210,001-1,239-12%$3.4M$2.8M-$648.1K2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED8,4548,752-298-3%$3.0M$2.7M-$317.7K2026-11-04
Elm3 Financial Group, LLC
DECREASED8,28010,255-1,975-19%$3.5M$2.6M-$888.1K2026-10-07
Ashton Thomas Private Wealth, LLC
INCREASED8,2578,225+32+0%$2.8M$2.6M-$199.6K2026-11-03
Strategic Blueprint, LLC
DECREASED8,24434,522-26,278-76%$11.8M$2.6M-$9.2M2026-10-22
Flagship Capital Management Inc.
INCREASED8,2387,860+378+5%$2.7M$2.6M-$80.4K2026-10-20
Legacy Private Trust Co.
DECREASED8,1088,259-151-2%$2.8M$2.6M-$258.4K2026-10-06
Financial Enhancement Group LLC
INCREASED7,9907,225+765+11%$2.5M$2.6M+$99.2K2026-10-08
Fortune Financial Group, Inc.
INCREASED7,8867,739+147+2%$2.7M$2.5M-$150.7K2026-10-22
Focus Financial Network, Inc.
DECREASED7,8699,803-1,934-20%$3.4M$2.5M-$863.9K2026-10-14
Northbridge Financial Group, LLC
DECREASED7,8468,244-398-5%$2.8M$2.5M-$280.6K2026-11-05
Diversify Wealth Management, LLC
DECREASED7,78725,522-17,735-69%$7.7M$2.3M-$5.4M2026-10-20
Diversify Advisory Services, LLC
DECREASED7,78725,522-17,735-69%$7.7M$2.3M-$5.4M2026-10-20
Physician Wealth Advisors, Inc.
DECREASED7,7787,786-80%$2.7M$2.5M-$200.9K2026-10-20
HB Wealth Management, LLC
INCREASED7,5255,684+1,841+32%$1.9M$2.4M+$439.3K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED7,5127,677-165-2%$2.4M$2.4M+$7.4K2026-10-19
Peachtree Investment Partners, LLC
DECREASED7,49215,210-7,718-51%$5.2M$2.4M-$2.8M2026-11-05
NTV Asset Management LLC
INCREASED7,4717,246+225+3%$2.5M$2.4M-$113.3K2026-10-23
Goldstein Advisors, LLC
DECREASED7,4197,819-400-5%$2.7M$2.4M-$326.2K2026-10-15
Lodestone Wealth Management LLC
INCREASED7,4006,779+621+9%$2.3M$2.3M+$24.1K2026-10-14
Summit Wealth Group LLC / Co
INCREASED7,3147,171+143+2%$2.5M$2.3M-$137.6K2026-10-29
Firethorn Wealth Partners, LLC
DECREASED7,2947,871-577-7%$2.7M$2.3M-$383.6K2026-10-14
Marino, Stram & Associates LLC
INCREASED7,0956,773+322+5%$2.3M$2.3M-$70.6K2026-10-22
Partners Wealth Management, LLC
NEW6,972—+6,972——$2.2M—2026-10-28
Fermata Advisors, LLC
DECREASED6,9407,038-98-1%$2.4M$2.2M-$210.6K2026-10-13
Golden State Wealth Management, LLC
DECREASED6,90118,193-11,292-62%$6.2M$2.2M-$4.0M2026-11-02
Polaris Investment Advisors, LLC
DECREASED6,83111,885-5,054-43%$4.1M$2.2M-$1.9M2026-10-20
Clear Creek Financial Management, LLC
DECREASED6,8207,272-452-6%$2.5M$2.2M-$328.7K2026-10-28
Bryant Woods Investment Advisors, LLC
DECREASED6,7966,859-63-1%$2.4M$2.2M-$194.7K2026-10-26
Trek Financial, LLC
DECREASED6,75536,402-29,647-81%$12.5M$2.1M-$10.3M2026-10-29
Wedbush Securities Inc
DECREASED6,6177,559-942-12%$2.6M$2.1K-$2.6M2026-10-22
Magnus Financial Group LLC
DECREASED6,5716,850-279-4%$2.3M$2.1M-$263.2K2026-10-21
Provenance Wealth Advisors, LLC
INCREASED6,54142+6,499+15474%$14.4K$2.1M+$2.1M2026-10-30
Avior Wealth Management, LLC
INCREASED6,4986,122+376+6%$2.1M$2.1M-$36.7K2026-10-13
Berbice Capital Management LLC
INCREASED6,4876,187+300+5%$2.1M$2.1M-$62.5K2026-10-13
Bison Wealth, LLC
DECREASED6,4146,463-49-1%$2.1M$2.0M-$58.1K2026-10-13
Decker Wealth Management LLC
UNCHANGED6,3076,30700%$2.2M$2.0M-$160.8K2026-10-09
Jefferies Financial Group Inc.
INCREASED6,2503,794+2,456+65%$1.3M$2.0M+$682.7K2026-11-05
Chapin Davis, Inc.
DECREASED6,1576,158-10%$2.1M$2.0M-$157.3K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,0665,966+100+2%$2.0M$1.9M-$120.3K2026-10-23
Patten & Patten Inc
INCREASED5,9925,792+200+3%$2.0M$1.9M-$84.2K2026-10-26
McNaughton Wealth Management, LLC
UNCHANGED5,9045,90400%$2.0M$1.9M-$150.5K2026-10-09
Fifth Third Securities, Inc.
NEW5,882—+5,882——$1.9M—2026-10-21
Lanark Financial, Inc.
INCREASED5,8712,904+2,967+102%$995.7K$1.9M+$867.2K2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED5,8405,84000%$2.0M$1.9M-$148.9K2026-11-02
Bernardo Wealth Planning LLC
INCREASED5,8222,959+2,863+97%$1.0M$1.8M+$833.1K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED5,7376,309-572-9%$2.2M$1.8M-$342.4K2026-10-14
ACT Advisors, Llc.
DECREASED5,6475,752-105-2%$2.0M$1.8M-$179.9K2026-10-15
Spire Wealth Management
DECREASED5,5696,099-530-9%$2.1M$1.8M-$323.5K2026-10-30
Simplex Trading, LLC
DECREASED5,4749,968-4,494-45%$3.4M$1.7M-$1.7M2026-11-04
Prospera Financial Services Inc
DECREASED5,4008,483-3,083-36%$2.9M$1.5M-$1.4M2026-11-04
Global Wealth Strategies & Associates
DECREASED5,3426,277-935-15%$2.2M$1.7M-$456.7K2026-10-02
Novem Group
DECREASED5,2189,149-3,931-43%$3.1M$1.7M-$1.5M2026-10-19
Horst & Graben Wealth Management LLC
DECREASED5,21013,471-8,261-61%$4.4M$1.7M-$2.8M2026-11-02
PKS Advisory Services, LLC
UNCHANGED5,1025,10200%$1.7M$1.7M$02026-10-26
West Financial Advisors, LLC
INCREASED5,0923,191+1,901+60%$1.1M$1.6M+$521.9K2026-10-22
Tctc Holdings, LLC
INCREASED5,0344,812+222+5%$1.6M$1.6M-$52.2K2026-11-02
Insight Wealth Strategies, LLC
INCREASED5,0044,997+7+0%$1.6M$1.6M-$51.7K2026-10-09
Planned Solutions, Inc.
DECREASED4,8355,119-284-6%$1.8M$1.5M-$220.7K2026-10-19
Moulton Wealth Management, Inc
DECREASED4,8304,873-43-1%$1.6M$1.5M-$53.2K2026-10-13
Genus Capital Management Inc.
NEW4,702—+4,702——$1.5M—2026-11-04
ERn Financial, LLC
DECREASED4,6794,716-37-1%$1.6M$1.5M-$131.9K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED4,6544,758-104-2%$1.6M$1.5M-$154.3K2026-10-16
Citizens National Bank Trust Department
INCREASED4,6294,547+82+2%$1.6M$1.5M-$89.9K2026-11-04
Lloyd Advisory Services, Llc.
DECREASED4,6127,755-3,143-41%$2.7M$1.5M-$1.2M2026-11-02
Balefire, LLC
INCREASED4,5943,176+1,418+45%$1.1M$1.5M+$369.1K2026-10-09
Peak Wealth Management LLC
DECREASED4,59121,161-16,570-78%$7.3M$1.4M-$5.9M2026-10-26
Focused Wealth Management, Inc
DECREASED4,5895,382-793-15%$1.8M$1.5M-$389.0K2026-10-30
WPG Advisers, LLC
DECREASED4,5384,541-30%$1.6M$1.4M-$116.7K2026-10-27
Nova R Wealth, Inc.
DECREASED4,5264,598-72-2%$1.6M$1.4M-$140.1K2026-10-26
Three Magnolias Financial Advisors, LLC
UNCHANGED4,4924,49200%$1.5M$1.4M-$114.5K2026-10-14
Rossby Financial, LCC
INCREASED4,474233+4,241+1820%$80.0K$1.4M+$1.3M2026-11-05
Modera Wealth Management, LLC
INCREASED4,4734,207+266+6%$1.4M$1.4M-$22.8K2026-10-28
Fragasso Financial Advisors Inc
INCREASED4,4534,354+99+2%$1.5M$1.4M-$67.8K2026-10-13
Perigon Wealth Management, LLC
DECREASED4,4326,723-2,291-34%$2.3M$1.4M-$898.4K2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED4,4232,982+1,441+48%$1.0M$1.4M+$381.3K2026-10-20
Aspect Partners, LLC
UNCHANGED4,4024,40200%$1.5M$1.4M-$112.2K2026-10-20
Moneco Advisors, LLC
DECREASED4,3154,451-136-3%$1.5M$1.4M-$156.7K2026-11-05
First Citizens Financial Corp
DECREASED4,2964,449-153-3%$1.5M$1.4M-$162.0K2026-10-02
Trueblood Wealth Management, LLC
INCREASED4,2713,981+290+7%$1.4M$1.4M-$9.3K2026-10-23
Gilbert Capital Group, Inc.
INCREASED4,2414,225+16+0%$1.4M$1.3M-$102.6K2026-10-28
Spectrum Strategic Capital Management, LLC
DECREASED4,1804,216-36-1%$1.4M$1.3M-$118.9K2026-10-22
Deltec Asset Management LLC
UNCHANGED4,1604,16000%$1.4M$1.3M-$106.0K2026-10-26
Creative Financial Designs Inc
DECREASED4,1379,600-5,463-57%$3.3M$1.3M-$2.0M2026-11-04
Apeiron RIA LLC
DECREASED4,0738,343-4,270-51%$2.9M$1.3M-$1.6M2026-10-08
United Advisor Group, LLC
INCREASED4,0733,850+223+6%$1.3M$1.3M-$27.5K2026-11-03
PFG Advisors
DECREASED4,0024,228-226-5%$1.4M$1.3M-$179.4K2026-10-16
Silverlake Wealth Management LLC
DECREASED3,9236,016-2,093-35%$2.1M$1.2M-$817.7K2026-10-21
Valeo Financial Advisors, LLC
DECREASED3,8303,834-40%$1.3M$1.2M-$98.9K2026-10-08
Armstrong Advisory Group, Inc
UNCHANGED3,8293,82900%$1.3M$1.2M-$97.4K2026-10-09
Centurion Wealth Management LLC
DECREASED3,8267,648-3,822-50%$2.6M$1.2M-$1.4M2026-10-13
One Way Holdings LLC
INCREASED3,8063,312+494+15%$1.1M$1.2M+$72.3K2026-10-29
GSG Advisors LLC
INCREASED3,7123,705+7+0%$1.3M$1.2M-$92.1K2026-11-03
Exchange Traded Concepts, LLC
INCREASED3,7061,320+2,386+181%$452.5K$1.2M+$723.5K2026-10-28
Shore Point Advisors, LLC
INCREASED3,6703,373+297+9%$1.2M$1.2M+$8.1K2026-10-14
Flagship Private Wealth, LLC
DECREASED3,5753,624-49-1%$1.2M$1.1M-$107.8K2026-11-05
Sherman Wealth Management LLC
INCREASED3,5673,564+3+0%$1.2M$1.1M-$89.9K2026-10-16
Cornerstone Planning Group LLC
DECREASED3,5539,333-5,780-62%$2.9M$1.1M-$1.8M2026-10-16
Gallacher Capital Management LLC
DECREASED3,5224,171-649-16%$1.4M$1.1M-$312.2K2026-10-30
Verdence Capital Advisors LLC
INCREASED3,4523,336+116+3%$1.1M$1.1M-$48.4K2026-10-26
Waystone Advisors LLC
DECREASED3,4143,430-160%$1.2M$1.2M-$5.5K2026-10-16
Private Trust Co NA
DECREASED3,3544,508-1,154-26%$1.5M$1.1M-$481.1K2026-10-20
Facet Wealth, Inc.
INCREASED3,2631,616+1,647+102%$554.0K$1.0M+$481.5K2026-11-04
VestGen Advisors, LLC
DECREASED3,25116,525-13,274-80%$5.7M$1.0M-$4.6M2026-10-27
Wealthcare Advisory Partners LLC
INCREASED3,2513,236+15+0%$1.1M$1.0M-$77.7K2026-10-21
Quartz Partners, LLC
DECREASED3,2194,073-854-21%$1.4M$1.0M-$374.8K2026-11-03
Cowa, LLC
INCREASED3,1812,385+796+33%$817.7K$1.0M+$191.8K2026-10-30
Sterling Group Wealth Management, LLC
UNCHANGED3,1813,18100%$1.1M$1.0M-$81.1K2026-11-03
Power Wealth Management LLC
NEW3,156—+3,156——$1.0M—2026-10-27
Claro Advisors Inc.
DECREASED3,14919,867-16,718-84%$6.8M$999.3K-$5.8M2026-11-02
Soltis Investment Advisors LLC
INCREASED3,1112,772+339+12%$950.2K$987.4K+$37.2K2026-10-28
CRA Financial Services, LLC
DECREASED3,0953,120-25-1%$1.1M$982.2K-$87.5K2026-10-16
Security Financial Services, Inc.
DECREASED3,0793,281-202-6%$1.1M$977.1K-$147.7K2026-10-29
BCU Wealth Advisors, LLC
DECREASED3,0294,923-1,894-38%$1.7M$961.2K-$726.7K2026-10-16
Eagle Strategies LLC
INCREASED3,0193,010+9+0%$1.0M$958.1K-$73.9K2026-10-16
Buck Wealth Strategies, LLC
INCREASED2,9902,963+27+1%$1.0M$949.0K-$66.8K2026-10-28
MBE Wealth Management, LLC
DECREASED2,9883,083-95-3%$1.1M$948.3K-$108.6K2026-10-26
Brighton Jones LLC
INCREASED2,9842,134+850+40%$731.7K$947.1K+$215.4K2026-11-03
Nilsine Partners, LLC
INCREASED2,9632,947+16+1%$1.0M$940.3K-$70.0K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED2,9022,543+359+14%$871.9K$921.2K+$49.3K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED2,8399,184-6,345-69%$3.1M$900.8K-$2.2M2026-10-13
Capital Squared Financial LLC
INCREASED2,8252,068+757+37%$708.8K$896.6K+$187.8K2026-10-30
Vavra Capital Management, LLC
UNCHANGED2,8102,81000%$963.4K$891.7K-$71.6K2026-10-14
Beacon Financial Group
DECREASED2,80930,725-27,916-91%$10.5M$891.3K-$9.6M2026-10-19
Stage Harbor Financial, LLC
UNCHANGED2,8002,80000%$960.0K$888.6K-$71.4K2026-11-03
Asset One Wealth Management LLC
NEW2,797—+2,797——$887.6K—2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED2,7652,758+7+0%$945.6K$877.5K-$68.1K2026-10-13
Virtus Family Office LLC
INCREASED2,7392,389+350+15%$819.0K$869.2K+$50.2K2026-10-30
Galvin, Gaustad & Stein, LLC
DECREASED2,7319,100-6,369-70%$3.1M$866.7K-$2.3M2026-10-08
Harbor Investment Advisory, LLC
INCREASED2,7072,387+320+13%$818.3K$859.0K+$40.7K2026-10-13
Midwest Capital Advisors, LLC
DECREASED2,68524,450-21,765-89%$8.4M$852.2K-$7.5M2026-11-04
FSM Wealth Advisors, LLC
UNCHANGED2,6842,68400%$920.2K$859.0K-$61.2K2026-10-27
Flagstar Securities, Inc
DECREASED2,6652,853-188-7%$978.3K$845.7K-$132.6K2026-10-15
Cyndeo Wealth Partners, LLC
UNCHANGED2,6512,65100%$908.8K$841.3K-$67.6K2026-10-16
Elmwood Wealth Management, Inc.
DECREASED2,6502,730-80-3%$935.9K$841.0K-$95.0K2026-10-14
Omni 360 Wealth, Inc.
UNCHANGED2,6382,63800%$904.3K$837.1K-$67.2K2026-10-13
Lee Financial Co
DECREASED2,6112,667-56-2%$914.3K$828.6K-$85.8K2026-10-16
Independent Wealth Network Inc.
INCREASED2,5792,119+460+22%$726.6K$818.6K+$92.0K2026-10-19
Joel Adams & Associates, Inc.
INCREASED2,5502,439+111+5%$836.1K$809.2K-$26.9K2026-11-02
MTM Investment Management, LLC
UNCHANGED2,5222,52200%$864.6K$800.3K-$64.3K2026-10-30
Busey Bank
DECREASED2,4802,718-238-9%$931.8K$787.0K-$144.8K2026-10-26
Activest Wealth Management
DECREASED2,4732,505-32-1%$858.8K$784.8K-$74.0K2026-10-15
ADG Wealth Management Group, LLC
INCREASED2,4541,576+878+56%$540.4K$778.9K+$238.5K2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED2,4412,378+63+3%$815.1K$774.6K-$40.6K2026-11-04
Ethic Inc.
INCREASED2,4372,263+174+8%$775.8K$773.3K-$2.5K2026-11-03
Avantra Family Wealth, Inc.
INCREASED2,4342,311+123+5%$792.3K$772.5K-$19.8K2026-10-20
Northland Securities, Inc.
DECREASED2,4332,496-63-3%$855.7K$772.1K-$83.6K2026-11-02
Lantz Financial LLC
DECREASED2,43210,387-7,955-77%$3.6M$771.8K-$2.8M2026-10-15
Keystone Financial Group, Inc.
INCREASED2,4312,426+5+0%$831.8K$771.5K-$60.3K2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED2,4002,40000%$822.9K$761.7K-$61.2K2026-10-20
McCarley & Cook Financial Planners
INCREASED2,3742,062+312+15%$706.9K$753.4K+$46.5K2026-10-21
Ascent Group, LLC
DECREASED2,3702,907-537-18%$996.5K$752.0K-$244.4K2026-10-30
Quadrant Private Wealth Management, LLC
DECREASED2,35913,943-11,584-83%$4.8M$748.6K-$4.0M2026-11-04
Bucket List Wealth Management, LLC
INCREASED2,3522,339+13+1%$801.9K$746.4K-$55.4K2026-10-22
Atlas Brown,Inc.
DECREASED2,3182,518-200-8%$863.3K$735.6K-$127.8K2026-10-09
Glass Jacobson Investment Advisors llc
INCREASED2,317712+1,605+225%$244.1K$735.3K+$491.2K2026-10-26
Spectrum Wealth Advisory Group, LLC
INCREASED2,2742,273+1+0%$779.4K$721.6K-$57.8K2026-10-29
Larson Financial Group LLC
INCREASED2,2701,951+319+16%$668.7K$720.2K+$51.5K2026-11-05
LS Investment Advisors, LLC
UNCHANGED2,2602,26000%$774.8K$717.2K-$57.6K2026-10-13
StoneX Group Inc.
DECREASED2,2462,964-718-24%$1.0M$712.7K-$303.4K2026-11-03
Ocean Park Asset Management, LLC
NEW2,216—+2,216——$703.2K—2026-10-21
Mallini Complete Financial Planning LLC
INCREASED2,2122,211+1+0%$758.3K$702.1K-$56.2K2026-10-06
Selby Wealth Management, LLC
DECREASED2,2042,938-734-25%$1.0M$699.3K-$307.8K2026-10-16
Advisor Resource Council
NEW2,145—+2,145——$693.2K—2026-11-05
Dynamic Advisor Solutions LLC
INCREASED2,1332,117+16+1%$725.7K$676.9K-$48.9K2026-10-13
TFB Advisors LLC
DECREASED2,1213,057-936-31%$1.0M$673.1K-$375.0K2026-11-02
Integrity Alliance, Llc.
DECREASED2,1102,178-68-3%$747.0K$669.6K-$77.4K2026-10-29
HBW Advisory Services LLC
INCREASED2,1042,103+1+0%$721.0K$667.6K-$53.4K2026-10-15
Gibbs Wealth Management
NEW2,089—+2,089——$662.9K—2026-10-22
First Bank & Trust
UNCHANGED2,0792,07900%$712.7K$659.8K-$53.0K2026-10-19
Rinkey Investments
INCREASED2,0562,055+1+0%$704.5K$652.5K-$52.1K2026-10-28
Invested Advisors
INCREASED2,0401,130+910+81%$387.4K$647.4K+$260.0K2026-10-23
RiverTree Advisors, LLC
NEW2,033—+2,033——$645.2K—2026-10-13
ASL Financial, LLC
INCREASED2,0311,418+613+43%$486.1K$644.5K+$158.4K2026-10-15
Heirloom Wealth Management
INCREASED2,0091,979+30+2%$678.5K$637.5K-$40.9K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED1,9852,836-851-30%$972.3K$629.9K-$342.3K2026-10-16
Brandywine OAK Private Wealth LLC
UNCHANGED1,9741,97400%$676.7K$626.4K-$50.3K2026-10-23
SeaCrest Wealth Management, LLC
DECREASED1,9702,025-55-3%$694.2K$625.3K-$69.0K2026-10-21
WealthPoint Financial, LLC
DECREASED1,9581,968-10-1%$674.7K$621.4K-$53.3K2026-11-03
Santori & Peters, Inc.
INCREASED1,9231,922+1+0%$659.0K$610.3K-$48.7K2026-10-26
Legacy Solutions, LLC
UNCHANGED1,9221,92200%$658.9K$609.9K-$49.0K2026-10-07
Walser Wealth Management Company, A Ltd Liability Co
DECREASED1,9181,932-14-1%$662.5K$608.8K-$53.7K2026-10-15
Legacy Advisors, LLC
INCREASED1,914600+1,314+219%$205.7K$607.4K+$401.7K2026-10-19
46 Peaks LLC
UNCHANGED1,8981,89800%$650.7K$602.3K-$48.4K2026-11-03
Allen Capital Group, LLC
UNCHANGED1,8961,89600%$650.0K$601.7K-$48.3K2026-10-27
Brown Miller Wealth Management, LLC
NEW1,888—+1,888——$599.1K—2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED1,8571,805+52+3%$618.9K$589.4K-$29.5K2026-10-16
LongView Wealth Management
DECREASED1,8463,062-1,216-40%$1.0M$585.9K-$463.9K2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED1,8451,84500%$632.5K$585.5K-$47.0K2026-10-21
Tufton Capital Management
INCREASED1,8381,133+705+62%$388.0K$583-$387.4K2026-10-20
Williams & Novak Wealth Management, LLC
NEW1,827—+1,827——$579.8K—2026-10-09
Tandemgrowth Financial Advisors LLC
UNCHANGED1,8251,82500%$625.7K$579.1K-$46.5K2026-11-05
Horizon Wealth Management, LLC
DECREASED1,8202,342-522-22%$803.1K$577.5K-$225.6K2026-11-02
Jacobi Capital Management LLC
UNCHANGED1,8121,81200%$621.2K$575.0K-$46.2K2026-11-05
Mosley Wealth Management
DECREASED1,7741,876-102-5%$643.1K$534.9K-$108.2K2026-10-16
Clark Asset Management, LLC
DECREASED1,7632,127-364-17%$729.1K$559.4K-$169.7K2026-10-19
Factor Wealth Management LTD
UNCHANGED1,7481,74800%$599.3K$554.7K-$44.6K2026-10-08
First Merchants Corp
UNCHANGED1,7451,74500%$598.2K$553.8K-$44.5K2026-10-15
Signature Equity Partners, LLC
INCREASED1,737287+1,450+505%$98.4K$551.2K+$452.7K2026-10-29
Interchange Capital Partners, LLC
DECREASED1,7343,617-1,883-52%$1.2M$550.3K-$689.7K2026-10-28
Trust Co of the South
UNCHANGED1,7251,72500%$591.4K$547.4K-$44.0K2026-10-21
Breakwater Capital Group
INCREASED1,7221,669+53+3%$572.2K$546.6K-$25.7K2026-10-09
Maia Wealth LLC
DECREASED1,7151,729-14-1%$592.8K$544.1K-$48.6K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED1,7021,723-21-1%$590.7K$540.1K-$50.6K2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED1,6961,708-12-1%$585.6K$538.1K-$47.4K2026-10-13
Teamwork Financial Advisors, LLC
DECREASED1,6871,702-15-1%$583.5K$535.5K-$48.0K2026-10-19
LifeSteps Financial, Inc.
INCREASED1,6771,631+46+3%$559.2K$532.3K-$26.9K2026-10-15
Greenleaf Trust
NEW1,669—+1,669——$529.6K—2026-10-29
Cypress Wealth Services, LLC
DECREASED1,66812,532-10,864-87%$4.3M$537.8K-$3.8M2026-10-21
Opinicus Capital, Inc.
DECREASED1,6671,689-22-1%$579.0K$528.9K-$50.0K2026-10-28
Acorn Wealth Advisors, LLC
UNCHANGED1,6551,65500%$567.4K$525.2K-$42.2K2026-10-19
Merited Wealth, LLC
DECREASED1,6531,661-80%$569.3K$524.4K-$44.9K2026-10-13
Accredited Investor Services, LLC
UNCHANGED1,6431,64300%$563.3K$521.4K-$41.9K2026-10-22
Parsons Capital Management Inc
DECREASED1,6341,640-60%$562.2K$518.5K-$43.7K2026-10-28
WealthBridge Capital Management, LLC
DECREASED1,6281,650-22-1%$565.7K$516.6K-$49.0K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED1,6221,633-11-1%$559.8K$514.7K-$45.1K2026-10-21
Cooper Financial Group
INCREASED1,6101,607+3+0%$550.9K$510.8K-$40.2K2026-10-07
Center For Asset Management LLC
DECREASED1,6062,706-1,100-41%$927.3K$509.2K-$418.1K2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED1,6001,60000%$548.5K$507.7K-$40.8K2026-10-22
Ryan Investment Management, Inc.
INCREASED1,5841,248+336+27%$427.9K$502.6K+$74.7K2026-10-20
WBH Advisory Inc
DECREASED1,56413,697-12,133-89%$4.7M$496.2K-$4.2M2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED1,5593,149-1,590-50%$1.1M$494.6K-$584.9K2026-10-08
KCM Investment Advisors LLC
NEW1,548—+1,548——$491.1K—2026-10-27
Financial Life Advisors
UNCHANGED1,5271,52700%$523.5K$484.6K-$38.9K2026-10-14
Aprio Wealth Management, LLC
DECREASED1,5141,651-137-8%$565.9K$480.6K-$85.4K2026-10-28
Newman Dignan & Sheerar, Inc.
INCREASED1,4921,491+1+0%$511.2K$473.3K-$37.9K2026-10-21
Root Financial Partners, LLC
DECREASED1,4901,816-326-18%$622.6K$472.9K-$149.7K2026-10-21
Quadcap Wealth Management, LLC
DECREASED1,4891,562-73-5%$535.5K$472.5K-$63.0K2026-11-02
Signal Advisors Wealth, LLC
DECREASED1,4842,493-1,009-40%$854.6K$471.0K-$383.6K2026-10-13
Compound Planning, Inc.
DECREASED1,4722,770-1,298-47%$949.6K$467.0K-$482.5K2026-11-05
Compass Ion Advisors, LLC
NEW1,468—+1,468——$465.9K—2026-10-23
Almanack Investment Partners, Llc.
UNCHANGED1,4591,45900%$500.2K$463.0K-$37.2K2026-11-03
Lunt Capital Management, Inc.
UNCHANGED1,4571,45700%$499.5K$462.4K-$37.1K2026-10-30
Beacon Financial Advisory LLC
DECREASED1,4481,474-26-2%$505.3K$459.6K-$45.7K2026-10-16
Oppenheimer Asset Management Inc.
DECREASED1,4436,754-5,311-79%$2.3M$457.9K-$1.9M2026-10-27
Successful Portfolios LLC
UNCHANGED1,4261,42600%$458.3K$460.9K+$2.6K2026-10-09
Mather Group, Llc.
DECREASED1,4186,320-4,902-78%$2.2M$449.9K-$1.7M2026-10-14
World Equity Group, Inc.
DECREASED1,4012,812-1,411-50%$964.0K$444.6K-$519.4K2026-10-14
Berkshire Money Management, Inc.
NEW1,391—+1,391——$441.3K—2026-10-21
SYM Financial Corp
UNCHANGED1,3811,38100%$473.4K$438.2K-$35.2K2026-10-26
Midwest Trust Co
INCREASED1,3751,330+45+3%$456.0K$436.3K-$19.6K2026-10-22
Destiny Wealth Partners, LLC
UNCHANGED1,3661,36600%$409.2K$375.8K-$33.4K2026-11-05
Baron Financial Group, LLC
DECREASED1,3651,470-105-7%$504.0K$433.2K-$70.8K2026-10-09
JBR Co Financial Management Inc
UNCHANGED1,3571,35700%$465.2K$445.2K-$20.0K2026-10-13
Elevated Capital Advisors, LLC
DECREASED1,3432,532-1,189-47%$868.0K$426.2K-$441.8K2026-11-04
Fifth Third Wealth Advisors LLC
UNCHANGED1,3431,34300%$460.4K$426.2K-$34.2K2026-10-22
Ritholtz Wealth Management
INCREASED1,341826+515+62%$283.1K$425.5K+$142.4K2026-11-05
AlphaStar Capital Management, LLC
DECREASED1,3401,378-38-3%$472.4K$425.1K-$47.3K2026-10-16
Axxcess Wealth Management, LLC
DECREASED1,3352,211-876-40%$758.1K$423.8K-$334.3K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED1,3292,299-970-42%$788.2K$421.8K-$366.4K2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED1,314595+719+121%$204.0K$417.0K+$213.0K2026-10-05
Summit Place Financial Advisors, LLC
NEW1,296—+1,296——$411.3K—2026-10-23
Aviance Capital Partners, LLC
NEW1,290—+1,290——$409.4K—2026-10-29
Blue Capital, Inc.
INCREASED1,2861,285+1+0%$440.5K$408.0K-$32.6K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,28074,194-72,914-98%$25.4M$406.3K-$25.0M2026-10-14
USAdvisors Wealth Management, LLC
INCREASED1,2681,267+1+0%$434.0K$402-$433.6K2026-10-21
HMV Wealth Advisors, LLC
UNCHANGED1,2681,26800%$434.7K$402.4K-$32.3K2026-10-27
Blackston Financial Advisory Group, LLC
INCREASED1,2661,020+246+24%$349.7K$401.8K+$52.1K2026-11-04
Silver Grove Financial Group, Inc.
DECREASED1,2621,464-202-14%$502.0K$400.6K-$101.4K2026-11-05
Allegheny Financial Group
INCREASED1,2581,226+32+3%$420.4K$399.3K-$21.1K2026-11-05
Curran Financial Partners, LLC
NEW1,249—+1,249——$396.5K—2026-11-04
Braun-Bostich & Associates Inc.
DECREASED1,2409,284-8,044-87%$3.2M$393.5K-$2.8M2026-10-20
Rede Wealth, LLC
DECREASED1,2381,253-15-1%$429.6K$392.9K-$36.7K2026-10-22
KW Wealth Management LLC
NEW1,221—+1,221——$387.5K—2026-10-28
Venture Visionary Partners LLC
INCREASED1,215714+501+70%$245.0K$385.9K+$140.8K2026-10-07
CogentBlue Wealth Advisors, LLC
UNCHANGED1,2121,21200%$415.5K$384.6K-$30.9K2026-10-09
Whalen Wealth Management Inc.
DECREASED1,2071,827-620-34%$626.4K$383.0K-$243.3K2026-10-08
Strategy Asset Managers LLC
INCREASED1,2061,142+64+6%$391.4K$382.7K-$8.7K2026-10-14
Cherry Tree Wealth Management, LLC
INCREASED1,2021,195+7+1%$409.7K$381.4K-$28.2K2026-10-15
One Advisory Partners, LLC
DECREASED1,19124,987-23,796-95%$8.6M$378.0K-$8.2M2026-10-22
Entrewealth, LLC
INCREASED1,164856+308+36%$263.8K$369.4K+$105.6K2026-10-14
Stackstone Wealth, LLC
NEW1,154—+1,154——$366.2K—2026-10-19
Strid Group, LLC
UNCHANGED1,1521,15200%$395.0K$365.7K-$29.3K2026-10-28
Royal Harbor Partners, LLC
UNCHANGED1,1461,14600%$392.9K$363.7K-$29.2K2026-10-29
Lincoln Capital Corp
UNCHANGED1,1451,14500%$392.5K$363.4K-$29.2K2026-10-13
Aspire Private Capital, LLC
DECREASED1,1382,998-1,860-62%$1.0M$361.1K-$666.9K2026-11-05
James J. Burns & Company, LLC
INCREASED1,1281,056+72+7%$362.2K$357.8K-$4.4K2026-10-22
Ergawealth Advisors, Inc.
INCREASED1,1001,099+1+0%$376.8K$349.2K-$27.7K2026-10-21
New Hampshire Trust
UNCHANGED1,0951,09500%$375.4K$347.5K-$27.9K2026-10-20
JB Capital LLC
DECREASED1,091212,113-211,022-99%$72.7M$346.3K-$72.4M2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED1,0841,081+3+0%$370.6K$344.0K-$26.6K2026-10-23
Portside Wealth Group, LLC
INCREASED1,082648+434+67%$222.2K$343.4K+$121.2K2026-10-20
4J Wealth Management LLC
UNCHANGED1,0781,07800%$369.5K$342.1K-$27.4K2026-11-02
Simplicity Wealth,LLC
DECREASED1,07211,854-10,782-91%$4.1M$340.1K-$3.7M2026-10-23
Leo Wealth, LLC
NEW1,068—+1,068——$338.8K—2026-10-26
St. Clair Advisors, LLC
DECREASED1,0601,617-557-34%$554.4K$336.4K-$218.0K2026-10-13
Sierra Ocean, LLC
UNCHANGED1,0601,06000%$363.4K$336.4K-$27.0K2026-11-03
Canandaigua National Trust Co of Florida
NEW1,059—+1,059——$336.1K—2026-10-07
Keystone Wealth Services, LLC
INCREASED1,050909+141+16%$311.7K$332.8K+$21.0K2026-11-03
BridgePort Financial Solutions, LLC
DECREASED1,0473,775-2,728-72%$1.3M$332.3K-$961.9K2026-11-02
Mainstream Capital Management LLC
NEW1,043—+1,043——$331.0K—2026-10-23
Summit Investment Advisory Services, LLC
INCREASED1,0421,040+2+0%$356.5K$330.5K-$26.0K2026-11-03
GoalVest Advisory LLC
UNCHANGED1,0311,03100%$353.5K$327.2K-$26.3K2026-10-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,0291,02900%$352.8K$326.5K-$26.2K2026-11-04
Heritage OAK Wealth Advisors LLC
INCREASED1,025973+52+5%$333.6K$325.3K-$8.3K2026-10-14
Visionary Wealth Advisors
INCREASED1,0171,016+1+0%$348.2K$322.8K-$25.5K2026-11-04
W Advisors, LLC
DECREASED1,0143,668-2,654-72%$1.3M$321.8K-$935.7K2026-11-02
Sound Financial Strategies Group, LLC
DECREASED99816,770-15,772-94%$5.7M$316.7K-$5.4M2026-10-30
Accredited Investors Inc.
UNCHANGED98798700%$338.4K$313.2K-$25.2K2026-11-03
Tennessee Valley Asset Management Partners
DECREASED981982-10%$336.9K$311.3K-$25.6K2026-11-03
Integrated Advisors Network LLC
DECREASED9739,813-8,840-90%$3.4M$308.7K-$3.1M2026-10-20
CGN Advisors LLC
UNCHANGED97097000%$332.5K$307.8K-$24.7K2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED965964+1+0%$330.5K$306.6K-$24.0K2026-11-05
Investment Advisory Services Inc
UNCHANGED96096000%$329.1K$304.6K-$24.5K2026-10-27
Meridian Wealth Management, LLC
UNCHANGED95395300%$326.7K$302.4K-$24.3K2026-11-05
Opulen Financial Group LLC
INCREASED952950+2+0%$325.8K$302.2K-$23.6K2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED9491,104-155-14%$378.5K$301.2K-$77.3K2026-10-14
Wespac Advisors SoCal, LLC
INCREASED948897+51+6%$307.5K$300.8K-$6.7K2026-10-13
SC&H Financial Advisors, Inc.
INCREASED942941+1+0%$322.4K$298.8K-$23.7K2026-10-14
Linscomb Wealth, Inc.
UNCHANGED94294200%$322.9K$298.9K-$24.0K2026-11-05
Stonebridge Wealth Management, LLC
DECREASED9411,026-85-8%$351.7K$298.6K-$53.1K2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED9341,038-104-10%$355.9K$296.4K-$59.5K2026-10-07
Williams Jones Wealth Management, Llc.
UNCHANGED93093000%$318.8K$295.1K-$23.7K2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED92792700%$317.8K$294.2K-$23.6K2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW926—+926——$297.1K—2026-10-15
Verus Capital Partners, LLC
DECREASED9252,900-1,975-68%$994.3K$293.6K-$700.7K2026-11-03
Financial Futures Ltd Liability Co.
DECREASED9051,006-101-10%$344.9K$287.3K-$57.5K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED896892+4+0%$305.8K$284.3K-$21.5K2026-10-19
Accel Wealth Management
INCREASED886885+1+0%$303.5K$281.2K-$22.3K2026-10-13
Noesis Capital Mangement Corp
NEW869—+869——$275.8K—2026-10-26
Atticus Wealth Management, LLC
INCREASED852850+2+0%$291.4K$270.2K-$21.1K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED848847+1+0%$290.4K$269.3K-$21.1K2026-10-28
Apollon Financial, LLC
UNCHANGED84784700%$290.4K$268.8K-$21.6K2026-10-23
XY Planning Network, Inc.
DECREASED8441,721-877-51%$590.1K$268.0K-$322.1K2026-10-14
Sage Capital Advisors,llc
INCREASED844716+128+18%$245.5K$267.7K+$22.1K2026-10-13
Leelyn Smith, LLC
UNCHANGED84384300%$288.9K$267.4K-$21.5K2026-11-03
Client 1ST Advisory Group, LLC
DECREASED8421,061-219-21%$363.7K$267.2K-$96.5K2026-10-19
Insight Advisors, LLC/ PA
DECREASED842862-20-2%$295.5K$267.4K-$28.1K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED841716+125+17%$245.5K$266.9K+$21.4K2026-11-05
Kroeger Financial Partners
UNCHANGED83983900%$287.6K$266.2K-$21.4K2026-10-19
Wealth Quarterback LLC
DECREASED837869-32-4%$297.8K$265.7K-$32.1K2026-10-20
First Premier Bank
UNCHANGED83483400%$286$265-$212026-10-13
Key FInancial Inc
DECREASED832892-60-7%$305.8K$264.0K-$41.8K2026-11-02
Connecticut Capital Management Group, LLC
UNCHANGED83083000%$284.5K$263.4K-$21.2K2026-10-29
Occidental Asset Management, LLC
UNCHANGED83083000%$284.6K$263.5K-$21.1K2026-11-05
Courier Capital LLC
NEW826—+826——$262.1K—2026-10-19
Selective Wealth Management, Inc.
UNCHANGED82682600%$249.7K$249.2K-$4542026-10-16
Nations Financial Group Inc,
NEW825—+825——$262.1K—2026-11-05
Stone House Investment Management, LLC
DECREASED80945,709-44,900-98%$15.7M$256.7K-$15.4M2026-10-23
Naples Global Advisors, LLC
INCREASED809752+57+8%$257.8K$256.7K-$1.1K2026-11-05
IPG Investment Advisors LLC
INCREASED808608+200+33%$208.4K$256.4K+$48.0K2026-10-30
Peoples Bank
DECREASED800961-161-17%$329.5K$253.9K-$75.6K2026-10-26
Asset Dedication, LLC
INCREASED799777+22+3%$266.4K$253.6K-$12.8K2026-11-03
Apex Wealth Management, LLC
DECREASED7945,007-4,213-84%$1.7M$252.0K-$1.5M2026-10-20
Meridian Investment Counsel Inc.
UNCHANGED79479400%$272.2K$252.0K-$20.2K2026-10-14
Aspiriant, LLC
NEW793—+793——$251.7K—2026-10-16
HUB Investment Partners, LLC
INCREASED793638+155+24%$218.6K$251.7K+$33.1K2026-11-03
Vontobel Holding Ltd.
UNCHANGED79279200%$271.5K$251.3K-$20.2K2026-10-16
Capital Advisors Wealth Management, LLC
UNCHANGED79279200%$271.6K$251.4K-$20.1K2026-10-09
Briggs Wealth Management, Inc
UNCHANGED79179100%$271.2K$251.0K-$20.2K2026-10-26
Tenet Wealth Partners, LLC
NEW783—+783——$248.5K—2026-10-19
Sepio Capital, LP
UNCHANGED77477400%$265.4K$245.6K-$19.7K2026-10-22
Gilpin Wealth Management, LLC
INCREASED773766+7+1%$262.6K$245.3K-$17.3K2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED773772+1+0%$264.6K$245.4K-$19.2K2026-10-29
Pearl Planning LLC
UNCHANGED77277200%$264.7K$245.0K-$19.7K2026-10-13
Evergreen Capital Management LLC
UNCHANGED77077000%$263.9K$244.3K-$19.6K2026-10-23
Signaturefd, LLC
INCREASED762723+39+5%$247.8K$241.8K-$5.9K2026-10-23
Quadrant Capital Group LLC
UNCHANGED75975900%$260.2K$237.7K-$22.6K2026-10-20
Financial Partners Group, Inc
DECREASED757773-16-2%$265.1K$240.2K-$24.9K2026-10-19
Confluence Wealth Services, Inc.
DECREASED755970-215-22%$331.0K$239.3K-$91.7K2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED742987-245-25%$338.4K$235.5K-$102.9K2026-10-23
BostonPremier Wealth LLC
INCREASED738717+21+3%$245.7K$234.1K-$11.5K2026-10-16
M Holdings Securities, Inc.
NEW735—+735——$232.0K—2026-11-03
Salomon & Ludwin, LLC
DECREASED733735-20%$241.2K$232.6K-$8.5K2026-10-29
Box Hill Private Wealth LLC
NEW728—+728——$231.2K—2026-10-05
Mission Wealth Management, LP
DECREASED7281,654-926-56%$567.0K$231.0K-$336.0K2026-10-15
Triad Wealth Partners, LLC
INCREASED726692+34+5%$208.9K$230.5K+$21.6K2026-10-26
May Hill Capital, LLC
DECREASED723770-47-6%$264.1K$229.3K-$34.7K2026-11-03
Cidel Asset Management Inc
UNCHANGED71971900%$246.5K$228.2K-$18.3K2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED714713+1+0%$244.5K$226.7K-$17.8K2026-11-02
TCI Wealth Advisors, Inc.
UNCHANGED70970900%$243.1K$225.1K-$18.1K2026-10-30
Outlook Wealth Advisors, LLC
UNCHANGED70970900%$243.2K$225.1K-$18.1K2026-10-28
Cambridge Financial Group, LLC
UNCHANGED70770700%$242.4K$242.4K$02026-10-06
Realta Investment Advisors
INCREASED699559+140+25%$191.6K$221.8K+$30.2K2026-10-14
Tranquility Partners, LLC
UNCHANGED69869800%$239.3K$221.5K-$17.8K2026-10-20
Hill Island Financial LLC
UNCHANGED69769700%$239.0K$221.3K-$17.8K2026-10-20
DB&C Advisors, LLC
DECREASED692716-24-3%$245.5K$219.6K-$25.9K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED69169100%$236.9K$219.3K-$17.6K2026-10-21
Accurate Wealth Management, LLC
NEW673—+673——$210.7K—2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED672389+283+73%$133.4K$213.3K+$79.9K2026-10-13
Optivise Advisory Services LLC
DECREASED6712,641-1,970-75%$905.4K$212.9K-$692.5K2026-10-19
Veracity Capital LLC
DECREASED6681,283-615-48%$439.9K$212.0K-$227.9K2026-10-08
Kelly Financial Group LLC
DECREASED668759-91-12%$260.2K$212.0K-$48.2K2026-10-16
IMG Wealth Management, Inc.
UNCHANGED66566500%$228.0K$211.0K-$17.0K2026-10-27
Poehling Capital Management, Inc.
UNCHANGED66366300%$227.3K$210.4K-$16.9K2026-10-20
Harbor Capital Advisors, Inc.
DECREASED655997-342-34%$342.0K$208-$341.8K2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW653—+653——$207.2K—2026-10-27
Islay Capital Management, LLC
DECREASED652903-251-28%$309.6K$206.9K-$102.7K2026-10-20
Cap Partners, LLC
UNCHANGED65265200%$223.4K$206.9K-$16.5K2026-10-19
Y.D. More Investments Ltd
INCREASED650290+360+124%$98.7K$205.8K+$107.2K2026-11-02
Wedmont Private Capital
INCREASED647646+1+0%$208.0K$205.2K-$2.8K2026-10-09
Ehrlich Financial Group
DECREASED6463,530-2,884-82%$1.2M$204.9K-$1.0M2026-10-20
City Center Advisors, LLC
UNCHANGED63663600%$218.0K$201.8K-$16.2K2026-10-08
Gradient Investments LLC
NEW635—+635——$201.5K—2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED633621+12+2%$213.0K$201.0K-$12.0K2026-10-14
Asset Management One Co., Ltd.
DECREASED6273,848-3,221-84%$1.3M$199.0K-$1.1M2026-10-27
CoreCap Advisors, LLC
DECREASED6265,607-4,981-89%$1.9M$198.7K-$1.7M2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED623613+10+2%$210.2K$197.7K-$12.5K2026-10-27
Curry Webb Wealth Management LLC
UNCHANGED61861800%$211.8K$211.8K$02026-10-22
Central Trust Co
DECREASED5791,019-440-43%$349.3K$183.7K-$165.6K2026-11-05
American Capital Advisory, LLC
UNCHANGED57857800%$198.2K$183.4K-$14.7K2026-10-28
Plante Moran Financial Advisors, LLC
UNCHANGED57457400%$196.9K$182.3K-$14.6K2026-11-04
Trust Co of Vermont
UNCHANGED56356300%$193.0K$178.7K-$14.4K2026-10-21
Harbor Asset Planning, Inc.
INCREASED562561+1+0%$192.2K$178.2K-$13.9K2026-10-23
Ascentis Wealth Management, LLC
DECREASED5243,720-3,196-86%$1.3M$166.3K-$1.1M2026-11-03
Team Financial Group, LLC
NEW464—+464——$147.3K—2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED461488-27-6%$125.0K$115.0K-$10.0K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED436731-295-40%$250.6K$138.4K-$112.2K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED434433+1+0%$148.6K$137.8K-$10.8K2026-10-27
Parkside Financial Bank & Trust
DECREASED414418-4-1%$143.3K$131.4K-$11.9K2026-10-27
JFS Wealth Advisors, LLC
DECREASED4083,086-2,678-87%$1.1M$129.5K-$928.4K2026-11-03
Next Level Wealth Planning, LLC
NEW406—+406——$128.8K—2026-10-29
Winthrop Capital Management, LLC
INCREASED396395+1+0%$135.0K$125.5K-$9.5K2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED39039000%$133.7K$123.8K-$9.9K2026-10-16
Reap Financial Group, LLC
DECREASED365366-10%$125.5K$115.8K-$9.6K2026-11-02
Abound Wealth Management
INCREASED350283+67+24%$97.1K$111.2K+$14.1K2026-10-26
Westside Investment Management, Inc.
UNCHANGED34634600%$118.6K$109.8K-$8.8K2026-11-02
Angeles Wealth Management, LLC
DECREASED341394-53-13%$135.1K$108.2K-$26.9K2026-10-26
Compass Financial Management LLC
DECREASED341344-3-1%$116.6K$108.2K-$8.4K2026-10-30
Pittenger & Anderson Inc
DECREASED338372-34-9%$127.5K$107.3K-$20.3K2026-11-02
Wells Financial Advisors Inc
DECREASED335336-10%$115.2K$106.3K-$8.9K2026-11-02
Belvedere Trading LLC
DECREASED3343,643-3,309-91%$1.2M$106.0K-$1.1M2026-11-05
Gamma Investing LLC
DECREASED320328-8-2%$112.4K$101.5K-$10.9K2026-10-08
DecisionPoint Financial, LLC
INCREASED314107+207+193%$35.1K$100.8K+$65.7K2026-10-27
RMG Wealth Management LLC
UNCHANGED30530500%$96.0K$88.0K-$8.0K2026-10-26
Richardson Financial Services Inc.
DECREASED300545-245-45%$186.8K$95.2K-$91.6K2026-10-30
Balance Wealth Partners LLC
NEW275—+275——$87.3K—2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED26726700%$91.5K$85.7K-$5.9K2026-10-16
Cullen T Bankers, Inc.
DECREASED256371-115-31%$127.2K$81.3K-$45.9K2026-10-28
CX Institutional
DECREASED255406-151-37%$139$81-$582026-10-02
Independence Bank of Kentucky
UNCHANGED25025000%$85.7K$79.3K-$6.4K2026-10-26
Latitude Advisors, LLC
NEW231—+231——$73.4K—2026-10-27
Nemes Rush Group LLC
INCREASED219217+2+1%$74.4K$69.5K-$4.9K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED212343-131-38%$117.7K$67.4K-$50.3K2026-11-02
Financial Network Wealth Advisors LLC
INCREASED2114+207+5175%$1.4K$67.0K+$65.6K2026-10-28
POM Investment Strategies, LLC
DECREASED195827-632-76%$283.5K$61.9K-$221.6K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED19519500%$66.9K$61.9K-$5.0K2026-11-02
Kings Path Partners LLC
UNCHANGED19219200%$65.7K$60.8K-$4.9K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED1891,015-826-81%$348.0K$59.9K-$288.1K2026-11-04
Oakworth Capital, Inc.
UNCHANGED18518500%$60.7K$58.7K-$2.0K2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED18318300%$62.8K$58.2K-$4.7K2026-10-16
Family Capital Trust Co
UNCHANGED17617600%$60.3K$55.8K-$4.5K2026-10-22
AlphaCore Capital LLC
INCREASED17023+147+639%$7.9K$54.0K+$46.1K2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED16921,497-21,328-99%$7.4M$53.6K-$7.3M2026-11-03
Bfsg, LLC
UNCHANGED16616600%$56.9K$52.7K-$4.2K2026-10-30
Kingdom Financial Group Llc.
DECREASED165776-611-79%$266.1K$52.4K-$213.7K2026-11-04
Clark Wealth Partners
DECREASED159164-5-3%$56.2K$50.5K-$5.8K2026-10-19
Ares Financial Consulting, LLC
UNCHANGED15615600%$53.5K$49.6K-$3.9K2026-10-19
Networth Advisors, LLC
DECREASED155218-63-29%$74.8K$49.2K-$25.6K2026-11-03
Spirit of America Management Corp
DECREASED14744,622-44,475-100%$136$46.3K+$46.2K2026-10-14
Morling Financial Advisors, LLC
UNCHANGED14714700%$50.4K$46.6K-$3.7K2026-10-28
Key Capital Management, Inc
DECREASED1451,289-1,144-89%$441.8K$46.0K-$395.8K2026-11-03
Duncker Streett & Co Inc
UNCHANGED12012000%$41.1K$38.1K-$3.1K2026-10-27
Transce3nd, LLC
NEW116—+116——$34.7K—2026-10-26
TFC Financial Management, Inc.
UNCHANGED10810800%$37.0K$34.3K-$2.8K2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED10810800%$37.0K$34.3K-$2.8K2026-10-15
Fairway Wealth LLC
UNCHANGED10610600%$36.3K$33.6K-$2.7K2026-10-30
Register Financial Advisors LLC
INCREASED10585+20+24%$29.1K$33.3K+$4.2K2026-10-23
Yankcom Partnership
NEW99—+99——$31.4K—2026-10-15
Montgomery Financial Services LLC
DECREASED99181-82-45%$62.1K$31.4K-$30.6K2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED979700%$33.3K$30.8K-$2.5K2026-10-06
Heritage Family Offices, LLP
NEW90—+90——$28.4K—2026-11-02
Cape Investment Advisory, Inc.
DECREASED881,238-1,150-93%$424.4K$27.9K-$396.5K2026-10-13
Advocate Investing Services LLC
INCREASED8883+5+6%$28.5K$27.9K-$5352026-10-26
Bayban
UNCHANGED868600%$29.5K$29.5K$02026-11-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED818100%$27.8K$25.7K-$2.1K2026-10-30
Reyes Financial Architecture, Inc.
UNCHANGED808000%$27.4K$25.4K-$2.0K2026-10-22
EPG Wealth Management LLC
UNCHANGED717100%$24.3K$22.5K-$1.8K2026-11-03
Caldwell Trust Co
UNCHANGED686800%$23.3K$21.6K-$1.7K2026-10-30
Concord Wealth Partners
UNCHANGED666600%$22.6K$20.9K-$1.7K2026-11-02
North Point Portfolio Managers Corp
NEW65—+65——$20.6K—2026-10-07
Planning Strategies Inc.
UNCHANGED606000%$20.6K$19.0K-$1.5K2026-10-02
Elevate Wealth Advisory, Inc
UNCHANGED606000%$20.6K$19.0K-$1.5K2026-10-29
NBH Bank
UNCHANGED585800%$19.9K$18.4K-$1.5K2026-11-05
Avion Wealth
UNCHANGED585800%$19$18-$12026-11-04
Indiana Trust & Investment Management Co
UNCHANGED545400%$18.5K$17.1K-$1.4K2026-10-22
Essential Partners LLC
NEW50—+50——$15.9K—2026-10-14
Triumph Capital Management
UNCHANGED454500%$15.4K$14.3K-$1.1K2026-10-14
Pension & Wealth Management Advisors, Inc.
UNCHANGED454500%$15.5K$14.4K-$1.2K2026-10-16
Phillips Financial Management, LLC
UNCHANGED454500%$15.4K$14.3K-$1.1K2026-10-19
Hurley Capital, LLC
UNCHANGED363600%$12.4K$11.5K-$8972026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED343400%$11.7K$10.8K-$8672026-10-21
Highline Wealth Partners LLC
UNCHANGED343400%$11.7K$10.9K-$8512026-10-19
Archer Investment Corp
DECREASED3341-8-20%$14.1K$10.5K-$3.6K2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED333300%$11.3K$10.5K-$8412026-10-28
Vima LLC
UNCHANGED323200%$11.0K$10.2K-$8162026-10-23
First Pacific Financial
UNCHANGED313100%$10.6K$9.9K-$7712026-10-14
Arvest Investments, Inc.
UNCHANGED313100%$10.6K$9.8K-$7902026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED303000%$10.3K$9.5K-$7642026-10-20
Pacific Center for Financial Services
UNCHANGED303000%$10.3K$9.5K-$7642026-10-15
Townsend Asset Management Corp
UNCHANGED292900%$9.8K$9.1K-$7112026-10-29
Costello Asset Management, Inc
UNCHANGED282800%$9.5K$8.8K-$6902026-10-30
High Note Wealth, LLC
UNCHANGED272700%$9.3K$8.6K-$6882026-10-27
Dynamic Wealth Strategies, LLC
UNCHANGED272700%$9.3K$8.6K-$6882026-10-16
GK Wealth Management LLC
NEW26—+26——$8.3K—2026-10-09
Mcdonald Partners LLC
UNCHANGED252500%$8.6K$7.9K-$6372026-11-03
Cordgrass Capital Advisors, LLC
NEW23—+23——$7.3K—2026-10-30
Olistico Wealth, LLC
NEW23—+23——$7.3K—2026-10-05
Nfsg Corp
DECREASED2343-20-47%$14.8K$7.3K-$7.4K2026-10-15
Meriwether Wealth & Planning, LLC
NEW21—+21——$6.7K—2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED191900%$7$6-$12026-10-27
Adirondack Trust Co
UNCHANGED171700%$5.8K$5.4K-$4332026-10-14
Godsey & Gibb, Inc
NEW16—+16——$5.1K—2026-10-14
Gleason Group, Inc.
NEW16—+16——$5.1K—2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED161600%$5.5K$5.1K-$3992026-10-23
Edgemoor Investment Advisors, Inc.
NEW14—+14——$4.4K—2026-11-03
Allspring Global Investments Holdings, LLC
NEW14—+14——$4.5K—2026-11-04
Grove Bank & Trust
NEW13—+13——$4.1K—2026-10-08
Wolff Wiese Magana LLC
UNCHANGED131300%$4.5K$4.1K-$3312026-10-15
First Command Advisory Services, Inc.
NEW12—+12——$3.8K—2026-11-05
Trust Co of Toledo NA
UNCHANGED121200%$4.1K$3.8K-$3062026-10-16
SJS Investment Consulting Inc.
NEW11—+11——$3.5K—2026-10-26
Raleigh Capital Management Inc.
DECREASED112,969-2,958-100%$1.0M$3.6K-$1.0M2026-10-28
NBT Bank, N.A.
UNCHANGED111100%$3.8K$3.5K-$2802026-10-21
William Mack & Associates, Inc.
NEW10—+10——$3.2K—2026-10-27
United Financial Planning Group LLC
NEW9—+9——$2.9K—2026-11-04
TD Private Client Wealth LLC
DECREASED814-6-43%$4.8K$2.5K-$2.3K2026-10-28
First Bancorp, Inc
UNCHANGED8800%$2.7K$2.5K-$2042026-10-26
Financial Perspectives, Inc
UNCHANGED6600%$2.1K$1.9K-$1532026-11-03
Versant Capital Management, Inc
NEW5—+5——$1.6K—2026-10-02
Nova Financial LLC
NEW5—+5——$1.6K—2026-11-04
Markowski Investments
UNCHANGED5500%$1.7K$1.6K-$1272026-10-30
Rachor Investment Advisory Services, LLC
UNCHANGED2200%$688$638-$502026-10-29
Elevation Wealth Partners, LLC
UNCHANGED2200%$691$641-$502026-10-07
Elyxium Wealth, LLC
NEW1—+1——$225—2026-10-27
Retirement Wealth Solutions LLC
DECREASED14,796-4,795-100%$1.6M$220-$1.6M2026-10-07
Shepherd Financial Partners LLC
CLOSED047,285-47,285-100%$16.2M$0-$16.2M2026-11-03
Scarborough Advisors, LLC
CLOSED044,839-44,839-100%$14.6M$0-$14.6M2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED034,709-34,709-100%$11.9M$0-$11.9M2026-10-13
Kelly Financial Services LLC
CLOSED032,473-32,473-100%$11.1M$0-$11.1M2026-10-20
Elevation Capital Advisory, LLC
CLOSED029,995-29,995-100%$10.3M$0-$10.3M2026-10-29
Swmg, LLC
CLOSED029,179-29,179-100%$9.3M$0-$9.3M2026-10-23
Beacon Capital Management, LLC
CLOSED016,932-16,932-100%$5.8M$0-$5.8M2026-10-23
Archer Investment Management, LLC
CLOSED014,362-14,362-100%$4.9M$0-$4.9M2026-10-13
SigFig Wealth Management, LLC
CLOSED013,843-13,843-100%$4.7M$0-$4.7M2026-10-07
Town Capital LLC
CLOSED013,777-13,777-100%$4.7M$0-$4.7M2026-11-03
Surience Private Wealth LLC
CLOSED011,410-11,410-100%$3.9M$0-$3.9M2026-10-16
Core Wealth Advisors, LLC
CLOSED010,836-10,836-100%$3.7M$0-$3.7M2026-11-05
SWP Financial LLC
CLOSED010,288-10,288-100%$3.5M$0-$3.5M2026-10-23
One Wealth Capital Management, LLC
CLOSED09,649-9,649-100%$3.3M$0-$3.3M2026-10-23
Absolute Capital Management, LLC
CLOSED08,815-8,815-100%$3.0M$0-$3.0M2026-10-16
B.O.S.S. Retirement Advisors, LLC
CLOSED08,267-8,267-100%$2.8M$0-$2.8M2026-10-26
Hoxton Planning & Management, LLC
CLOSED08,222-8,222-100%$2.8M$0-$2.8M2026-10-15
Portfolio Resources Advisor Group, Inc.
CLOSED07,674-7,674-100%$2.6M$0-$2.6M2026-10-20
Synergy Asset Management, LLC
CLOSED07,615-7,615-100%$2.6M$0-$2.6M2026-11-05
Commonwealth Retirement Investments LLC
CLOSED07,306-7,306-100%$2.5M$0-$2.5M2026-10-26
LiftPoint Family Wealth Advisors LLC
CLOSED07,052-7,052-100%$2.4M$0-$2.4M2026-11-03
Uptick Partners, LLC
CLOSED06,914-6,914-100%$2.4M$0-$2.4M2026-11-04
Flagship Harbor Advisors, LLC
CLOSED06,735-6,735-100%$2.3M$0-$2.3M2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
CLOSED06,240-6,240-100%$2.1M$0-$2.1M2026-10-29
Worthington Financial Partners, LLC
CLOSED05,295-5,295-100%$1.8M$0-$1.8M2026-10-13
Advisory Solutions Group, LLC
CLOSED04,829-4,829-100%$1.7M$0-$1.7M2026-10-14
J.M. Arbour, LLC
CLOSED04,606-4,606-100%$1.6M$0-$1.6M2026-11-05
Zenith Solutions, Inc.
CLOSED04,133-4,133-100%$1.4M$0-$1.4M2026-10-19
Two West Capital Advisors LLC
CLOSED04,013-4,013-100%$1.2M$0-$1.2M2026-10-15
Accelerate Investment Advisors LLC
CLOSED02,769-2,769-100%$949.3K$0-$949.3K2026-11-02
Unify Financial Advisors
CLOSED02,765-2,765-100%$947.9K$0-$947.9K2026-11-03
FWG Investments, Llc.
CLOSED02,545-2,545-100%$872.6K$0-$872.6K2026-11-03
RDA Financial Network
CLOSED02,526-2,526-100%$866.1K$0-$866.1K2026-10-15
Founders Financial Securities LLC
CLOSED02,484-2,484-100%$851.6K$0-$851.6K2026-10-28
Arcadia Wealth Management, LLC
CLOSED02,212-2,212-100%$758.5K$0-$758.5K2026-10-22
Semus Wealth Partners LLC
CLOSED02,142-2,142-100%$734.3K$0-$734.3K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,746-1,746-100%$598.6K$0-$598.6K2026-10-14
Centennial Advisors, LLC
CLOSED01,745-1,745-100%$598.3K$0-$598.3K2026-10-21
MW Advisory, LLC
CLOSED01,516-1,516-100%$519.7K$0-$519.7K2026-10-19
Aegis Wealth Management, Inc.
CLOSED01,514-1,514-100%$519.2K$0-$519.2K2026-10-26
Hutchens & Kramer Investment Management Group, LLC
CLOSED01,450-1,450-100%$497.1K$0-$497.1K2026-10-16
Fortitude Advisory Group L.L.C.
CLOSED01,390-1,390-100%$476.5K$0-$476.5K2026-10-15
Legacy Wealth Partners, LLC
CLOSED01,376-1,376-100%$471.7K$0-$471.7K2026-10-15
Focused Alpha, LLC
CLOSED01,295-1,295-100%$444.0K$0-$444.0K2026-10-20
Kestra Investment Management, LLC
CLOSED01,248-1,248-100%$427.7K$0-$427.7K2026-11-04
Lockerman Financial Group, Inc.
CLOSED01,186-1,186-100%$406.6K$0-$406.6K2026-10-19
Wellington Shields Capital Management, LLC
CLOSED01,163-1,163-100%$398.7K$0-$398.7K2026-11-03
Spinnaker Investment Group, LLC
CLOSED0973-973-100%$333.6K$0-$333.6K2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED0972-972-100%$333.2K$0-$333.2K2026-10-16
Integrated Wealth Management
CLOSED0953-953-100%$326.7K$0-$326.7K2026-10-19
RCS Financial Planning, LLC
CLOSED0939-939-100%$321.9K$0-$321.9K2026-10-14
William John Sempolinski
CLOSED0879-879-100%$301.3K$0-$301.3K2026-10-20
CPR Investments Inc.
CLOSED0870-870-100%$298.2K$0-$298.2K2026-10-26
Atlatl Advisers LLC
CLOSED0821-821-100%$281.5K$0-$281.5K2026-10-22
AA Financial Advisors, LLC
CLOSED0786-786-100%$269.4K$0-$269.4K2026-10-19
Madson Wealth Advisors Inc
CLOSED0751-751-100%$257.6K$0-$257.6K2026-10-13
Smart Wealth LLC
CLOSED0749-749-100%$256.8K$0-$256.8K2026-11-04
Opal Wealth Advisors, LLC
CLOSED0741-741-100%$254.0K$0-$254.0K2026-10-16
TrueWealth Advisors, LLC
CLOSED0723-723-100%$247.9K$0-$247.9K2026-10-09
Carnegie Investment Counsel
CLOSED0714-714-100%$244.7K$0-$244.7K2026-10-20
International Assets Investment Management, LLC
CLOSED0694-694-100%$227.6K$0-$227.6K2026-11-02
True Private Wealth Advisors
CLOSED0639-639-100%$218.9K$0-$218.9K2026-10-19
TSA Wealth Managment LLC
CLOSED0629-629-100%$215.6K$0-$215.6K2026-10-22
Legacy Capital Wealth Partners, LLC
CLOSED0622-622-100%$213.2K$0-$213.2K2026-10-21
APS Management Group, Inc.
CLOSED0622-622-100%$213.4K$0-$213.4K2026-10-14
NWF Advisory Services Inc.
CLOSED0619-619-100%$212.3K$0-$212.3K2026-10-19
Waldron Private Wealth LLC
CLOSED0618-618-100%$211.9K$0-$211.9K2026-11-02
Goelzer Investment Management, Inc.
CLOSED0616-616-100%$211.2K$0-$211.2K2026-10-16
Burke & Herbert Bank & Trust Co
CLOSED0615-615-100%$210.8K$0-$210.8K2026-11-02
Fulton Breakefield Broenniman LLC
CLOSED0609-609-100%$208.8K$0-$208.8K2026-11-03
TME Financial, Inc.
CLOSED0604-604-100%$207.1K$0-$207.1K2026-10-14
Old National Bancorp
CLOSED0600-600-100%$205.7K$0-$205.7K2026-10-20
Wisconsin Wealth Advisors, LLC
CLOSED0600-600-100%$205.7K$0-$205.7K2026-10-08
KPP Advisory Services LLC
CLOSED0600-600-100%$205.7K$0-$205.7K2026-10-26
Morton Capital Management LLC
CLOSED0598-598-100%$205.0K$0-$205.0K2026-10-23
PUREfi Wealth, LLC
CLOSED0591-591-100%$202.6K$0-$202.6K2026-10-19
AdvisorNet Financial, Inc
CLOSED0504-504-100%$172.6K$0-$172.6K2026-10-15
Wellington Shields & Co., LLC
CLOSED0363-363-100%$124.4K$0-$124.4K2026-11-03
Gerber Kawasaki Wealth & Investment Management
CLOSED0334-334-100%$114.5K$0-$114.5K2026-10-29
Tucker Asset Management LLC
CLOSED0325-325-100%$111.5K$0-$111.5K2026-10-29
Salem Investment Counselors Inc
CLOSED0252-252-100%$86.4K$0-$86.4K2026-10-13
Brooklyn FI, LLC
CLOSED0252-252-100%$79.2K$0-$79.2K2026-11-05
Hilltop National Bank
CLOSED0230-230-100%$78.9K$0-$78.9K2026-10-14
GFS Advisors, LLC
CLOSED0123-123-100%$10.7M$0-$10.7M2026-11-03
Decker Retirement Planning Inc.
CLOSED0115-115-100%$39.4K$0-$39.4K2026-10-19
Gill Capital Partners, LLC
CLOSED081-81-100%$27.8K$0-$27.8K2026-10-13
Investment Research & Advisory Group, Inc.
CLOSED045-45-100%$15.4K$0-$15.4K2026-10-19
Cedar Mountain Advisors, LLC
CLOSED027-27-100%$9.3K$0-$9.3K2026-10-15
Wagner Wealth Management, LLC
CLOSED018-18-100%$6.2K$0-$6.2K2026-10-21
MassMutual Private Wealth & Trust, FSB
CLOSED04-4-100%$1.4K$0-$1.4K2026-10-05
Robinswood Financial LLC
CLOSED03-3-100%$1.0K$0-$1.0K2026-10-20
MCF Advisors LLC
CLOSED02-2-100%$823$0-$8232026-10-28
City State Bank
CLOSED02-2-100%$686$0-$6862026-10-20
Burk Holdings LLC
CLOSED01-1-100%$490$0-$4902026-11-05
Mercer Global Advisors Inc
N/A—8,117,410-8,117,410-100%$2.8B———
Envestnet Asset Management Inc
N/A—7,899,452-7,899,452-100%$2.7B———
FMR LLC
N/A—5,705,939-5,705,939-100%$2.0B———
Raymond James Financial Inc
N/A—3,375,616-3,375,616-100%$1.2B———
LPL Financial LLC
N/A—3,371,900-3,371,900-100%$1.2B———
Morgan Stanley
N/A—2,708,782-2,708,782-100%$928.7M———
Ameriprise Financial Inc
N/A—1,333,850-1,333,850-100%$457.9M———
Bank of America Corp
N/A—1,319,411-1,319,411-100%$452.3M———
BlackRock, Inc.
N/A—1,252,332-1,252,332-100%$429.3M———
Cerity Partners LLC
N/A—1,099,673-1,099,673-100%$377.0M———
Wells Fargo & Company
N/A—1,086,149-1,086,149-100%$372.4M———
JPMorgan Chase & Co
N/A—1,003,960-1,003,960-100%$337.3M———
MML Investors Services, LLC
N/A—830,205-830,205-100%$284.6M———
UBS Group AG
N/A—691,900-691,900-100%$237.2M———
Cetera Investment Advisers
N/A—595,918-595,918-100%$204.3M———
Envestnet Portfolio Solutions, Inc.
N/A—548,612-548,612-100%$188.1M———
Janney Montgomery Scott LLC
N/A—499,697-499,697-100%$171.3M———
Royal Bank of Canada
N/A—491,288-491,288-100%$168.4M———
Clearbridge Investments, LLC
N/A—483,302-483,302-100%$165.7M———
PNC Financial Services Group, Inc.
N/A—467,786-467,786-100%$160.4M———
Savant Capital, LLC
N/A—413,948-413,948-100%$141.1M———
Goldman Sachs Group Inc
N/A—391,288-391,288-100%$134.1M———
Captrust Financial Advisors
N/A—372,327-372,327-100%$127.6M———
Arizona Psprs Trust
N/A—361,757-361,757-100%$124.0M———
Foundations Investment Advisors, LLC
N/A—352,034-352,034-100%$120.7M———
Osaic Holdings, Inc.
N/A—344,387-344,387-100%$118.2M———
Northwestern Mutual Wealth Management Co
N/A—337,175-337,175-100%$115.6M———
Stifel Financial Corp
N/A—335,012-335,012-100%$114.9M———
OneDigital Investment Advisors LLC
N/A—328,191-328,191-100%$112.5M———
NewEdge Advisors, LLC
N/A—317,902-317,902-100%$109.0M———
Merit Financial Group, LLC
N/A—274,471-274,471-100%$94.1M———
Jones Financial Companies Lllp
N/A—230,444-230,444-100%$75.1M———
Strategic Financial Services, Inc.
N/A—206,900-206,900-100%$70.9M———
Sanctuary Advisors, LLC
N/A—205,348-205,348-100%$70.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—200,000-200,000-100%$68.6M———
AdvisorShares Investments LLC
N/A—194,494-194,494-100%$66.7M———
Ameritas Advisory Services, LLC
N/A—192,185-192,185-100%$65.9M———
United Capital Financial Advisors, LLC
N/A—166,581-166,581-100%$57.2M———
Rockefeller Capital Management L.P.
N/A—162,354-162,354-100%$55.7M———
Integrated Wealth Concepts LLC
N/A—156,329-156,329-100%$53.6M———
Advocacy Wealth Management, LLC
N/A—150,686-150,686-100%$51.7M———
Beacon Pointe Advisors, LLC
N/A—131,871-131,871-100%$45.2M———
M&T Bank Corp
N/A—113,665-113,665-100%$39.0M———
Savvy Advisors, Inc.
N/A—113,097-113,097-100%$38.8M———
BNP Paribas Financial Markets
N/A—111,711-111,711-100%$38.3M———
HighTower Advisors, LLC
N/A—105,428-105,428-100%$36.1M———
Sequoia Financial Advisors, LLC
N/A—103,852-103,852-100%$35.6M———
Oversea-Chinese Banking Corp Ltd
N/A—102,412-102,412-100%$35.1M———
Baird Financial Group, Inc.
N/A—102,369-102,369-100%$35.1M———
Marshall Wace, LLP
N/A—99,639-99,639-100%$34.2M———
Clark Capital Management Group, Inc.
N/A—98,112-98,112-100%$33.6M———
AE Wealth Management LLC
N/A—96,754-96,754-100%$33.2M———
Mariner, LLC
N/A—91,250-91,250-100%$31.3M———
Susquehanna International Group, LLP
N/A—90,906-90,906-100%$31.2M———
Prudent Investors Network, Inc.
N/A—89,724-89,724-100%$30.8M———
Barclays PLC
N/A—89,037-89,037-100%$30.5M———
Quadrature Capital Ltd
N/A—87,445-87,445-100%$30.0M———
Orion Porfolio Solutions, LLC
N/A—83,121-83,121-100%$28.5M———
Private Advisor Group, LLC
N/A—82,495-82,495-100%$28.3M———
Invst, LLC
N/A—81,852-81,852-100%$28.1M———
Advisory Services Network, LLC
N/A—68,603-68,603-100%$23.5M———
Icon Wealth Advisors, LLC
N/A—67,815-67,815-100%$23.2M———
Steward Partners Investment Advisory, LLC
N/A—65,460-65,460-100%$22.4M———
Parker Investment Management, LLC
N/A—63,303-63,303-100%$21.7M———
Oxford Financial Group, Ltd. LLC
N/A—62,738-62,738-100%$21.5M———
CFO4Life Group, LLC
N/A—60,583-60,583-100%$20.8M———
Waverly Advisors, LLC
N/A—59,470-59,470-100%$20.4M———
NorthRock Partners, LLC
N/A—56,748-56,748-100%$19.5M———
Jane Street Group, LLC
N/A—54,879-54,879-100%$18.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—54,183-54,183-100%$18.6M———
Summit Wealth Group, LLC
N/A—53,239-53,239-100%$18.3M———
WIN Advisors, Inc
N/A—51,032-51,032-100%$17.5M———
&partners
N/A—49,034-49,034-100%$16.8M———
Shah Wealth Advisors, LLC
N/A—48,732-48,732-100%$16.7M———
Global Retirement Partners, LLC
N/A—48,480-48,480-100%$16.6M———
Quantinno Capital Management LP
N/A—47,231-47,231-100%$16.2M———
EP Wealth Advisors, LLC
N/A—47,057-47,057-100%$16.1M———
AQR Capital Management LLC
N/A—46,941-46,941-100%$16.1M———
Principal Securities, Inc.
N/A—46,907-46,907-100%$16.1M———
Franklin Resources Inc
N/A—46,339-46,339-100%$15.9M———
Vestmark Advisory Solutions, Inc.
N/A—45,484-45,484-100%$15.6M———
Advyzon Investment Management, LLC
N/A—43,832-43,832-100%$15.0M———
Equitable Holdings, Inc.
N/A—41,863-41,863-100%$14.4M———
Jump Financial, LLC
N/A—41,734-41,734-100%$14.3M———
RH Tailwind Management, LLC
N/A—40,000-40,000-100%$13.7M———
World Investment Advisors
N/A—39,860-39,860-100%$12.3M———
PAX Financial Group, LLC
N/A—39,099-39,099-100%$13.4M———
Liberty Wealth Management LLC
N/A—38,474-38,474-100%$9.2M———
Aptus Capital Advisors, LLC
N/A—37,438-37,438-100%$12.8M———
Centaurus Financial, Inc.
N/A—37,377-37,377-100%$12.8M———
Vident Advisory, LLC
N/A—37,121-37,121-100%$12.7M———
Regal Investment Advisors LLC
N/A—36,766-36,766-100%$12.6M———
Keystone Financial Group
N/A—32,851-32,851-100%$11.3M———
Shufro Rose & Co LLC
N/A—32,484-32,484-100%$11.1M———
Haverford Trust Co
N/A—32,351-32,351-100%$11.1M———
Harbour Investments, Inc.
N/A—32,228-32,228-100%$11.0M———
Keystone Financial Services
N/A—32,221-32,221-100%$11.0M———
Tower Research Capital LLC (TRC)
N/A—31,989-31,989-100%$11.0M———
Tacita Capital Inc
N/A—31,541-31,541-100%$10.8M———
Arax Advisory Partners
N/A—30,536-30,536-100%$10.5M———
Strategic Investment Advisors / MI
N/A—30,503-30,503-100%$10.5M———
Cavalier Investments, LLC
N/A—29,662-29,662-100%$10.2M———
University of Illinois Foundation
N/A—29,170-29,170-100%$10.0M———
Modern Wealth Management, LLC
N/A—28,194-28,194-100%$9.7M———
Kilter Group LLC
N/A—27,850-27,850-100%$9.5M———
Snowden Capital Advisors LLC
N/A—26,356-26,356-100%$9.0M———
IFG Advisory, LLC
N/A—26,174-26,174-100%$9.0M———
Alexis Investment Partners, LLC
N/A—25,979-25,979-100%$8.7M———
Stokes Family Office, LLC
N/A—25,630-25,630-100%$8.8M———
Perennial Investment Advisors, LLC
N/A—25,423-25,423-100%$8.7M———
Legacy Financial Group LLC
N/A—25,332-25,332-100%$8.7M———
Atlas Capital Advisors Inc.
N/A—25,147-25,147-100%$8.6M———
Rothschild Wealth LLC
N/A—24,908-24,908-100%$8.5M———
Forefront Analytics, LLC
N/A—24,434-24,434-100%$8.4M———
Tradition Wealth Management, LLC
N/A—24,396-24,396-100%$8.4M———
Wealth Alliance, LLC
N/A—24,354-24,354-100%$8.3M———
Guardian Capital, LLC
N/A—24,056-24,056-100%$8.2M———
CIBC World Market Inc.
N/A—23,999-23,999-100%$8.2M———
Avant Capital LLC
N/A—23,786-23,786-100%$8.2M———
360 Financial, Inc.
N/A—23,385-23,385-100%$8.0M———
Cozad Asset Management Inc
N/A—23,006-23,006-100%$7.9M———
Gateway Wealth Partners, LLC
N/A—22,613-22,613-100%$7.8M———
Group One Trading LLC
N/A—21,943-21,943-100%$7.5M———
Sollinda Capital Management LLC
N/A—21,699-21,699-100%$7.4M———
Allworth Financial LP
N/A—21,684-21,684-100%$7.4M———
Wealthspire Advisors, LLC
N/A—21,595-21,595-100%$7.4M———
O'shaughnessy Asset Management, LLC
N/A—21,561-21,561-100%$7.4M———
Geneos Wealth Management Inc.
N/A—21,532-21,532-100%$7.4M———
Parallax Volatility Advisers, L.P.
N/A—21,020-21,020-100%$7.2M———
Gallagher Fiduciary Advisors, LLC
N/A—20,845-20,845-100%$7.1M———
Bcgm Wealth Management, LLC
N/A—20,205-20,205-100%$6.9M———
Capital Analysts, LLC
N/A—19,943-19,943-100%$6.8M———
Bellwether Advisors, LLC
N/A—19,694-19,694-100%$6.8M———
Scotia Capital Inc.
N/A—19,677-19,677-100%$6.7M———
Resolute Wealth Advisor, Inc.
N/A—18,790-18,790-100%$4.5M———
Gladstone Institutional Advisory LLC
N/A—18,572-18,572-100%$6.4M———
Western Wealth Management, LLC
N/A—18,509-18,509-100%$6.3M———
Plotkin Financial Advisors, LLC
N/A—18,100-18,100-100%$6.2M———
RIK Saylor Financial, Inc.
N/A—17,894-17,894-100%$6.1M———
WealthShield Partners, LLC
N/A—17,824-17,824-100%$6.1M———
Founders Financial Alliance, LLC
N/A—17,340-17,340-100%$5.9M———
Argent Trust Co
N/A—17,139-17,139-100%$5.9M———
Caprock Group, LLC
N/A—16,846-16,846-100%$5.8M———
Mutual Advisors, LLC
N/A—16,787-16,787-100%$5.8M———
AssuredPartners Investment Advisors, LLC
N/A—16,446-16,446-100%$5.6M———
Audent Global Asset Management, LLC
N/A—16,409-16,409-100%$5.6M———
Twin Peaks Wealth Advisors, LLC
N/A—16,222-16,222-100%$5.6M———
CVA Family Office, LLC
N/A—16,117-16,117-100%$5.5M———
Fortis Group Advisors, LLC
N/A—16,073-16,073-100%$5.5M———
Beacon Bridge Wealth Partners, LLC
N/A—15,240-15,240-100%$5.2M———
WCG Wealth Advisors LLC
N/A—15,146-15,146-100%$5.2M———
10Elms LLP
N/A—15,052-15,052-100%$5.2M———
GTS Securities LLC
N/A—14,936-14,936-100%$5.1M———
Stratos Wealth Advisors, LLC
N/A—14,450-14,450-100%$5.0M———
Northern Trust Corp
N/A—14,374-14,374-100%$4.9M———
UMB Bank, n.a.
N/A—14,286-14,286-100%$4.9M———
Ausdal Financial Partners, Inc.
N/A—14,202-14,202-100%$4.9M———
Bellars Harris Wealth Management, LLC
N/A—13,993-13,993-100%$4.8M———
Hantz Financial Services, Inc.
N/A—13,972-13,972-100%$4.8M———
5T Wealth, LLC
N/A—13,854-13,854-100%$4.7M———
WMS Group LLC
N/A—13,772-13,772-100%$4.7M———
Valmark Advisers, Inc.
N/A—13,772-13,772-100%$4.7M———
Modus Advisors, LLC
N/A—13,689-13,689-100%$4.7M———
Oxford Wealth Group, LLC
N/A—13,686-13,686-100%$4.7M———
Tradewinds, Llc.
N/A—13,623-13,623-100%$12.1M———
Silver OAK Securities, Incorporated
N/A—13,574-13,574-100%$4.7M———
Van Hulzen Asset Management, LLC
N/A—13,068-13,068-100%$4.5M———
Highview Capital Management LLC
N/A—12,889-12,889-100%$4.4M———
MorganRosel Wealth Management, LLC
N/A—12,622-12,622-100%$4.3M———
Keebeck Wealth Management
N/A—12,070-12,070-100%$4.1M———
Shepherd Kaplan Krochuk, LLC
N/A—11,907-11,907-100%$4.1M———
Citadel Advisors LLC
N/A—11,853-11,853-100%$4.1M———
Intrust Bank NA
N/A—11,671-11,671-100%$4.0M———
HighPoint Advisor Group LLC
N/A—11,426-11,426-100%$3.9M———
SageView Advisory Group, LLC
N/A—11,377-11,377-100%$3.9M———
Stratos Wealth Partners, Ltd.
N/A—11,364-11,364-100%$3.9M———
MAI Capital Management
N/A—10,654-10,654-100%$3.7M———
Focus Partners Advisor Solutions, LLC
N/A—10,512-10,512-100%$3.6M———
Barnes Wealth Management Group, Inc
N/A—10,393-10,393-100%$3.6M———
Vines Capital Management, LLC
N/A—10,387-10,387-100%$3.6M———
Blair William & Co
N/A—10,091-10,091-100%$3.5M———
Addison Capital Co
N/A—10,083-10,083-100%$3.5M———
Benjamin Edwards Inc
N/A—10,049-10,049-100%$3.4M———
Smartleaf Asset Management LLC
N/A—9,550-9,550-100%$3.2M———
Everpar Advisors LLC
N/A—9,188-9,188-100%$3.1M———
Focus Partners Wealth
N/A—9,155-9,155-100%$3.1M———
Brown Advisory Inc
N/A—9,154-9,154-100%$3.1M———
SIG Brokerage, LP
N/A—8,561-8,561-100%$2.9M———
Anderson Financial Strategies, LLC
N/A—8,296-8,296-100%$2.5M———
Hansen & Associates Financial Group, Inc.
N/A—8,282-8,282-100%$2.7M———
Shared Vision Wealth Group LLC
N/A—8,281-8,281-100%$2.8M———
Arkadios Wealth Advisors
N/A—8,196-8,196-100%$2.8M———
CCG Wealth Management, LLC
N/A—7,965-7,965-100%$2.7M———
Nest Investments, LLC
N/A—7,846-7,846-100%$2.7M———
Cresset Asset Management, LLC
N/A—7,523-7,523-100%$2.6M———
Fortune Financial Advisors, LLC
N/A—7,182-7,182-100%$2.5M———
Belpointe Asset Management LLC
N/A—7,002-7,002-100%$2.4M———
First National Bank & Trust Co of Newtown
N/A—6,901-6,901-100%$2.1M———
Betterment LLC
N/A—6,690-6,690-100%$2.3M———
Runnymede Capital Advisors, Inc.
N/A—6,532-6,532-100%$2.2M———
LaSalle St. Investment Advisors, LLC
N/A—6,491-6,491-100%$2.2M———
Great OAK Capital Partners, LLC
N/A—6,364-6,364-100%$2.0M———
Thoroughbred Financial Services, LLC
N/A—6,350-6,350-100%$2.2M———
Kingsview Wealth Management, LLC
N/A—6,283-6,283-100%$2.2M———
Capstone Investment Advisors, LLC
N/A—6,139-6,139-100%$2.1M———
McCartney Wealth Management LLC
N/A—6,073-6,073-100%$2.1M———
Eldridge Investment Advisors, Inc.
N/A—6,032-6,032-100%$2.1M———
Venturi Wealth Management, LLC
N/A—5,956-5,956-100%$2.0M———
Hancock Whitney Corp
N/A—5,940-5,940-100%$2.0M———
Blalock Williams, LLC
N/A—5,877-5,877-100%$2.0M———
Oakwell Private Wealth Management, LLC
N/A—5,803-5,803-100%$2.0M———
SHP Wealth Management
N/A—5,739-5,739-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—5,634-5,634-100%$1.9M———
Brand Asset Management Group, Inc.
N/A—5,584-5,584-100%$1.9M———
UBS Asset Management Americas LLC
N/A—5,563-5,563-100%$1.9M———
Gotham Asset Management, LLC
N/A—5,544-5,544-100%$1.9M———
Davis Wealth Advisors, LLC
N/A—5,524-5,524-100%$1.9M———
LifePlan Investment Advisors, Inc.
N/A—5,464-5,464-100%$1.9M———
Donaldson Capital Management, LLC
N/A—5,406-5,406-100%$1.9M———
Yukon Wealth Management, Inc.
N/A—5,392-5,392-100%$1.8M———
Magnolia Capital Advisors LLC
N/A—5,375-5,375-100%$1.8M———
Retirement Capital Strategies
N/A—5,214-5,214-100%$1.8M———
Maridea Wealth Management LLC
N/A—5,051-5,051-100%$1.7M———
GeoWealth Management, LLC
N/A—5,022-5,022-100%$1.7M———
Kovack Advisors, Inc.
N/A—4,990-4,990-100%$1.7M———
Daiichi Life Insurance Co., Ltd.
N/A—4,938-4,938-100%$1.7M———
CreativeOne Wealth, LLC
N/A—4,930-4,930-100%$1.7M———
MA Private Wealth
N/A—4,919-4,919-100%$1.7M———
Private Advisory Group LLC
N/A—4,874-4,874-100%$1.7M———
Transamerica Financial Advisors, LLC
N/A—4,837-4,837-100%$1.7M———
Hilltop Holdings Inc.
N/A—4,791-4,791-100%$1.6M———
IHT Wealth Management, LLC
N/A—4,676-4,676-100%$1.6M———
URS Advisory LLC
N/A—4,661-4,661-100%$1.6M———
Pgim Custom Harvest LLC
N/A—4,636-4,636-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—4,598-4,598-100%$1.6M———
Financial Engines Advisors L.L.C.
N/A—4,544-4,544-100%$1.6M———
Pinnacle Financial Partners, Inc.
N/A—4,356-4,356-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—4,339-4,339-100%$1.5M———
Alliancebernstein L.P.
N/A—4,331-4,331-100%$1.0M———
Biondo Investment Advisors, LLC
N/A—4,329-4,329-100%$1.5M———
Legacy Wealth Managment, LLC
N/A—4,293-4,293-100%$1.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,158-4,158-100%$1.4M———
Summit Financial, LLC
N/A—4,143-4,143-100%$1.4M———
Nuveen, LLC
N/A—4,108-4,108-100%$1.4M———
Lansing Street Advisors
N/A—4,028-4,028-100%$1.4M———
National Bank of Canada
N/A—4,001-4,001-100%$1.4M———
EQ LLC
N/A—3,983-3,983-100%$1.4M———
Shelton Capital Management
N/A—3,980-3,980-100%$1.4M———
PFG Investments, LLC
N/A—3,895-3,895-100%$1.3M———
Capital Investment Management, Inc.
N/A—3,884-3,884-100%$1.3M———
GWN Securities Inc.
N/A—3,883-3,883-100%$1.3M———
Regimen Wealth, LLC
N/A—3,872-3,872-100%$1.3M———
STG Securities, LLC
N/A—3,849-3,849-100%$1.3M———
Alta Wealth Advisors LLC
N/A—3,841-3,841-100%$1.3M———
Nwam LLC
N/A—3,838-3,838-100%$1.3M———
Pursuit Wealth Strategies, LLC
N/A—3,835-3,835-100%$1.3M———
Sierra Capital LLC
N/A—3,761-3,761-100%$1.3M———
RED Reef Advisors LLC
N/A—3,609-3,609-100%$1.2M———
Inspire Advisors, LLC
N/A—3,561-3,561-100%$1.2M———
Rehmann Capital Advisory Group
N/A—3,556-3,556-100%$1.2M———
Vantus Wealth LLC
N/A—3,555-3,555-100%$1.2M———
Qube Research & Technologies Ltd
N/A—3,481-3,481-100%$1.2M———
Bessemer Group Inc
N/A—3,341-3,341-100%$1.1M———
Glenmede Trust Co NA
N/A—3,266-3,266-100%$1.1M———
Adaptive Financial Consulting, LLC
N/A—3,182-3,182-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—3,132-3,132-100%$1.1M———
Institute for Wealth Management, Llc.
N/A—3,104-3,104-100%$1.1M———
Smart Money Group LLC
N/A—3,092-3,092-100%$1.1M———
Dopkins Wealth Management, LLC
N/A—3,008-3,008-100%$1.0M———
Pathstone Holdings, LLC
N/A—2,988-2,988-100%$1.0M———
Level Four Advisory Services, LLC
N/A—2,987-2,987-100%$1.0M———
Millennium Management LLC
N/A—2,979-2,979-100%$1.0M———
Wealthfront Advisers LLC
N/A—2,978-2,978-100%$1.0M———
BFC Planning, Inc.
N/A—2,962-2,962-100%$1.0M———
Perissos Private Wealth Management, LLC
N/A—2,930-2,930-100%$1.0M———
Bay Rivers Group
N/A—2,861-2,861-100%$980.8K———
Palumbo Wealth Management LLC
N/A—2,819-2,819-100%$966.3K———
Tyche Wealth Partners LLC
N/A—2,791-2,791-100%$956.8K———
Investment Advisory Group, LLC
N/A—2,789-2,789-100%$956.3K———
Fisher Asset Management, LLC
N/A—2,758-2,758-100%$945.8K———
Money Concepts Capital Corp
N/A—2,736-2,736-100%$937.9K———
Sound View Wealth Advisors Group, LLC
N/A—2,736-2,736-100%$937.9K———
Summit Trail Advisors, LLC
N/A—2,708-2,708-100%$928.4K———
Great Valley Advisor Group, Inc.
N/A—2,682-2,682-100%$919.4K———
Clearstead Advisors, LLC
N/A—2,652-2,652-100%$909.3K———
Johnson Financial Group, Inc.
N/A—2,648-2,648-100%$907.8K———
Banque Cantonale Vaudoise
N/A—2,630-2,630-100%$902.0K———
Dakota Wealth Management
N/A—2,574-2,574-100%$882.4K———
First Foundation Advisors
N/A—2,557-2,557-100%$876.7K———
Compass Capital Corp
N/A—2,549-2,549-100%$790.7K———
Vantage Point Financial LLC
N/A—2,549-2,549-100%$874.0K———
V2 Financial group LLC
N/A—2,439-2,439-100%$836.2K———
Horizon Investments, LLC
N/A—2,365-2,365-100%$810.8K———
Stonebrook Private Inc.
N/A—2,364-2,364-100%$810.4K———
IFS Group,LLC
N/A—2,355-2,355-100%$807.4K———
Wealthgarden F.S. LLC
N/A—2,341-2,341-100%$802.7K———
J. M. Brown & Associates Inc.
N/A—2,302-2,302-100%$789.2K———
Aspire Growth Partners LLC
N/A—2,216-2,216-100%$759.7K———
Empowered Funds, LLC
N/A—2,213-2,213-100%$758.7K———
Cambria Investment Management, L.P.
N/A—2,213-2,213-100%$758.7K———
Hyundai Investments Co., Ltd.
N/A—2,113-2,113-100%$710.0K———
QRG Capital Management, Inc.
N/A—2,088-2,088-100%$715.8K———
Oxinas Partners, LLC
N/A—2,074-2,074-100%$711.2K———
Delos Wealth Advisors, LLC
N/A—2,068-2,068-100%$709.0K———
Aristides Capital LLC
N/A—2,064-2,064-100%$707.6K———
Vision Retirement, LLC
N/A—2,061-2,061-100%$706.5K———
Legacy Trust
N/A—2,060-2,060-100%$706.2K———
Kastel Capital Advisors, LLC
N/A—2,057-2,057-100%$493.5K———
Centric Wealth Management
N/A—2,053-2,053-100%$583.6K———
Owen LaRue, LLC
N/A—2,042-2,042-100%$700.1K———
Noble Wealth Partners LLC
N/A—2,028-2,028-100%$695.3K———
Mosaic Family Wealth Partners, LLC
N/A—1,980-1,980-100%$678.7K———
Empower Advisory Group, LLC
N/A—1,950-1,950-100%$668.5K———
Zions Bancorporation, National Association
N/A—1,890-1,890-100%$647.9K———
RiverGlades Family Offices LLC
N/A—1,859-1,859-100%$637.3K———
Glen Eagle Advisors, LLC
N/A—1,857-1,857-100%$636.7K———
Lazard Asset Management LLC
N/A—1,851-1,851-100%$634.6K———
Moors & Cabot, Inc.
N/A—1,839-1,839-100%$630.5K———
Integrity Wealth Solutions LLC
N/A—1,834-1,834-100%$628.7K———
Waterloo Capital, L.P.
N/A—1,782-1,782-100%$610.8K———
Continuum Advisory, LLC
N/A—1,777-1,777-100%$609.2K———
EWA, LLC
N/A—1,777-1,777-100%$609.1K———
Moneta Group Investment Advisors LLC
N/A—1,766-1,766-100%$605.5K———
Cerity Partners Retirement Plan Advisors LLC
N/A—1,755-1,755-100%$601.6K———
Arrowroot Family Office, LLC
N/A—1,749-1,749-100%$599.8K———
Concorde Asset Management, LLC
N/A—1,730-1,730-100%$593.3K———
Kerr Financial Planning Corp
N/A—1,729-1,729-100%$592.7K———
Federation des caisses Desjardins du Quebec
N/A—1,701-1,701-100%$583.2K———
Quent Capital, LLC
N/A—1,700-1,700-100%$582.9K———
Empire Financial Management Company, LLC
N/A—1,693-1,693-100%$580.4K———
Emissary Wealth LLC
N/A—1,682-1,682-100%$576.6K———
Calton & Associates, Inc.
N/A—1,666-1,666-100%$571.2K———
Destination Wealth Management
N/A—1,654-1,654-100%$567.0K———
Aspire Capital Advisors LLC
N/A—1,651-1,651-100%$566.0K———
FLP Wealth Management, LLC
N/A—1,645-1,645-100%$564.1K———
Lakeridge Wealth Management LLC
N/A—1,641-1,641-100%$562.5K———
Independent Advisor Alliance
N/A—1,639-1,639-100%$562.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,620-1,620-100%$555.4K———
Smithfield Trust Co
N/A—1,617-1,617-100%$554.0K———
Advisory Alpha, LLC
N/A—1,571-1,571-100%$538.7K———
Benson Wealth Management Inc
N/A—1,557-1,557-100%$533.8K———
Lifeworks Advisors, LLC
N/A—1,548-1,548-100%$530.7K———
HBK Sorce Advisory LLC
N/A—1,544-1,544-100%$478.7K———
Arvest Bank Trust Division
N/A—1,514-1,514-100%$519.0K———
Cornerstone Financial Group, LLC
N/A—1,508-1,508-100%$516.8K———
JTC Employer Solutions Trustee Ltd
N/A—1,502-1,502-100%$515.0K———
Bank of Montreal
N/A—1,500-1,500-100%$514.2K———
Astoria Portfolio Advisors Llc.
N/A—1,494-1,494-100%$512.3K———
JT Stratford LLC
N/A—1,487-1,487-100%$509.8K———
Russell Investments Group, Ltd.
N/A—1,468-1,468-100%$503.1K———
Freedom Investment Management, Inc.
N/A—1,465-1,465-100%$502.4K———
Cahill Financial Advisors Inc
N/A—1,438-1,438-100%$493.0K———
First Trust Advisors LP
N/A—1,370-1,370-100%$469.8K———
IAG Wealth Partners, LLC
N/A—1,366-1,366-100%$468.3K———
Members Advisory Group LLC
N/A—1,340-1,340-100%$459.4K———
Vista Investment Management
N/A—1,310-1,310-100%$449.0K———
Snowwater Investment Partners, LLC
N/A—1,310-1,310-100%$449.0K———
Kelman-Lazarov, Inc.
N/A—1,302-1,302-100%$446.4K———
Storen Legacy Partners, LLC
N/A—1,270-1,270-100%$435.4K———
Wealth Care LLC
N/A—1,207-1,207-100%$413.8K———
Brookwood Investment Group LLC
N/A—1,207-1,207-100%$413.8K———
Glassman Wealth Services
N/A—1,202-1,202-100%$412.1K———
Traction Financial Partners, LLC
N/A—1,190-1,190-100%$408.0K———
ProVise Management Group, LLC
N/A—1,189-1,189-100%$407.6K———
Marble Wealth, LLC
N/A—1,183-1,183-100%$405.6K———
Jaffetilchin Investment Partners, LLC
N/A—1,177-1,177-100%$403.5K———
Resurgent Financial Advisors LLC
N/A—1,170-1,170-100%$401.1K———
VestGen Investment Management
N/A—1,164-1,164-100%$399.1K———
EFG International AG
N/A—1,139-1,139-100%$390.5K———
Sequent Planning LLC
N/A—1,132-1,132-100%$388.2K———
Legacy Edge Advisors, LLC
N/A—1,126-1,126-100%$386.0K———
Two Sigma Securities, LLC
N/A—1,096-1,096-100%$375.7K———
Valued Retirements, Inc.
N/A—1,087-1,087-100%$372.8K———
Zhang Financial LLC
N/A—1,077-1,077-100%$369.2K———
Purpose Unlimited Inc.
N/A—1,076-1,076-100%$368.7K———
Forefront Wealth Partners, LLC
N/A—1,063-1,063-100%$364.2K———
FourThought Financial Partners, LLC
N/A—1,056-1,056-100%$361.9K———
Chancellor Financial Group WB LP
N/A—1,047-1,047-100%$358.9K———
NCM Capital Management, LLC
N/A—1,045-1,045-100%$358.2K———
BBR Partners, LLC
N/A—1,045-1,045-100%$358.3K———
Coastal Bridge Advisors, LLC
N/A—1,043-1,043-100%$357.6K———
Huntington National Bank
N/A—1,036-1,036-100%$355.2K———
Gentry Private Wealth, LLC
N/A—1,031-1,031-100%$353.5K———
Kane Investment Management, Inc.
N/A—1,028-1,028-100%$352.4K———
Private Wealth Asset Management, LLC
N/A—1,018-1,018-100%$349.0K———
Maripau Wealth Management LLC
N/A—1,008-1,008-100%$345.7K———
Tiaa Trust, National Association
N/A—1,000-1,000-100%$342.8K———
American Money Management, LLC
N/A—998-998-100%$342.1K———
Darwin Wealth Management, LLC
N/A—986-986-100%$338.3K———
Advisors Capital Management, LLC
N/A—982-982-100%$336.8K———
Harvest Investment Services, LLC
N/A—958-958-100%$328.4K———
Composition Wealth, LLC
N/A—949-949-100%$325.4K———
Strategic Wealth Partners, Ltd.
N/A—947-947-100%$324.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—938-938-100%$321.4K———
Meeder Advisory Services, Inc.
N/A—932-932-100%$319.5K———
Seeds Investor LLC
N/A—929-929-100%$318.5K———
Summit Wealth Partners, LLC
N/A—915-915-100%$313.6K———
1ST Source Bank
N/A—900-900-100%$308.5K———
Prosperity Consulting Group, LLC
N/A—889-889-100%$304.8K———
Curi Capital, LLC
N/A—864-864-100%$296.0K———
Wood Tarver Financial Group, LLC
N/A—864-864-100%$296.0K———
NewEdge Wealth, LLC
N/A—861-861-100%$295.2K———
Smith, Moore & Co.
N/A—858-858-100%$294.1K———
Vanguard Advisers Inc
N/A—855-855-100%$293.2K———
J Hagan Capital, Inc.
N/A—853-853-100%$292.5K———
Itau Unibanco Holding S.A.
N/A—848-848-100%$290.7K———
Intellus Advisors LLC
N/A—845-845-100%$289.7K———
Integrity Financial Corp
N/A—843-843-100%$289.0K———
Headlands Technologies LLC
N/A—840-840-100%$288.0K———
Freestone Capital Holdings, LLC
N/A—831-831-100%$284.9K———
NorthCoast Asset Management LLC
N/A—823-823-100%$282.3K———
Bartlett & Co. Wealth Management LLC
N/A—810-810-100%$277.7K———
FAS Wealth Partners, Inc.
N/A—803-803-100%$275.2K———
Florida Financial Advisors, LLC
N/A—801-801-100%$274.7K———
Brown Brothers Harriman & Co
N/A—799-799-100%$273.9K———
Expressive Wealth LLC
N/A—795-795-100%$272.6K———
Pine Harbor Wealth Management, LLC
N/A—781-781-100%$267.8K———
Orion Capital Management LLC
N/A—775-775-100%$265.7K———
Family Manage LLC
N/A—769-769-100%$263.6K———
Osborne Partners Capital Management, LLC
N/A—755-755-100%$258.8K———
Vertex Planning Partners, LLC
N/A—752-752-100%$257.8K———
TD Capital Management LLC
N/A—734-734-100%$251.6K———
Manning & Napier Advisors LLC
N/A—732-732-100%$251.0K———
RPS Advisory Solutions LLC
N/A—731-731-100%$250.5K———
Johnson Investment Counsel Inc
N/A—728-728-100%$249.6K———
Alpha Financial Partners LLC
N/A—713-713-100%$244.6K———
WNY Asset Management, LLC
N/A—712-712-100%$244.0K———
Bawa N Mallick Trust
N/A—700-700-100%$240.0K———
Daybright Advisory Services, Inc.
N/A—699-699-100%$209.3K———
Coldstream Capital Management Inc
N/A—698-698-100%$239.3K———
Alesco Advisors, LLC, An ESL Co
N/A—694-694-100%$238.0K———
Faithward Advisors, LLC
N/A—688-688-100%$235.9K———
Arcus Capital Partners, LLC
N/A—682-682-100%$233.8K———
Torrey-Payne Wealth Management, LLC
N/A—678-678-100%$232.4K———
Aspiring Ventures, LLC
N/A—671-671-100%$230.0K———
Brogan Financial, Inc.
N/A—669-669-100%$229.4K———
Beaird Harris Wealth Management, LLC
N/A—660-660-100%$226.4K———
Bogart Wealth, LLC
N/A—650-650-100%$222.7K———
JDM Financial Group LLC
N/A—645-645-100%$221.1K———
Ariadne Wealth Management, LP
N/A—622-622-100%$213.2K———
Entelevest, LLC
N/A—622-622-100%$213.2K———
Pure Financial Advisors, LLC
N/A—619-619-100%$212.3K———
Stephens Inc
N/A—616-616-100%$211.2K———
Main Street Financial Solutions, LLC
N/A—611-611-100%$209.5K———
Goldstone Financial Group, LLC
N/A—603-603-100%$206.7K———
First American Trust, FSB
N/A—595-595-100%$204.3K———
LGL Partners, LLC
N/A—595-595-100%$204.0K———
Nicolet Bankshares Inc
N/A—595-595-100%$204.0K———
West Michigan Advisors, LLC
N/A—589-589-100%$201.9K———
Crewe Advisors LLC
N/A—521-521-100%$178.6K———
Pine Valley Investments Ltd Liability Co
N/A—513-513-100%$176.0K———
Regatta Research & Money Management
N/A—509-509-100%$174.0K———
Sankala Group LLC
N/A—505-505-100%$156.9K———
Cary Street Partners Financial LLC
N/A—496-496-100%$170.2K———
Capital Advisor Network LLC
N/A—488-488-100%$167.3K———
Park Place Capital Corp
N/A—483-483-100%$165.6K———
Keating Financial Advisory Services, Inc.
N/A—481-481-100%$165.0K———
Strategic Investment Solutions, Inc.
N/A—466-466-100%$159.9K———
Lowe Brockenbrough & Co Inc
N/A—455-455-100%$156.0K———
IMA Advisory Services, Inc.
N/A—444-444-100%$152.2K———
Ancora Advisors LLCA
N/A—442-442-100%$151.4K———
New Republic Capital, LLC
N/A—415-415-100%$142.4K———
Wellington Grp LLC
N/A—373-373-100%$89.5K———
Prosperity Bancshares Inc
N/A—338-338-100%$115.9K———
Steigerwald, Gordon & Koch Inc.
N/A—331-331-100%$113.5K———
Rothschild Investment LLC
N/A—295-295-100%$101.1K———
Fiduciary Financial Advisors
N/A—279-279-100%$95.7K———
CNB Bank
N/A—263-263-100%$90.2K———
Rialto Wealth Management, LLC
N/A—247-247-100%$84.7K———
Strive Financial Group,LLC
N/A—235-235-100%$80.6K———
Mpwm Advisory Solutions, LLC
N/A—210-210-100%$72.0K———
Howe & Rusling Inc
N/A—210-210-100%$72.2K———
FWL Investment Management, LLC
N/A—200-200-100%$68.6K———
Dunhill Financial, LLC
N/A—191-191-100%$65.5K———
HM Payson & Co
N/A—176-176-100%$60.3K———
S&T Bank
N/A—163-163-100%$55.9K———
Luminist Capital LLC
N/A—154-154-100%$52.8K———
Operose Advisors LLC
N/A—150-150-100%$51.4K———
Fourth Dimension Wealth, LLC
N/A—138-138-100%$47.1K———
Atlantic Union Bankshares Corp
N/A—136-136-100%$46.6K———
Tanglewood Legacy Advisors, LLC
N/A—132-132-100%$45.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—130-130-100%$44.6K———
Paladin Advisory Group, LLC
N/A—122-122-100%$41.8K———
Atlantic Private Wealth, LLC
N/A—121-121-100%$41.4K———
Tiaa Wealth Investment Management LLC
N/A—115-115-100%$38.6K———
Ameriflex Group, Inc.
N/A—115-115-100%$39.5K———
Cordant, Inc.
N/A—106-106-100%$36.3K———
Vanguard National Trust Co
N/A—95-95-100%$32.6K———
Centennial Bank
N/A—94-94-100%$32.2K———
Westfuller Advisors, LLC
N/A—91-91-100%$31.2K———
Whittier Trust Co of Nevada Inc
N/A—88-88-100%$27.5K———
Imprint Wealth LLC
N/A—80-80-100%$27.4K———
Aventura Private Wealth, LLC
N/A—80-80-100%$27.4K———
Godfrey Financial Associates, Inc.
N/A—79-79-100%$27.1K———
Medallion Wealth Advisors, LLC
N/A—67-67-100%$23.0K———
Cambient Family Office, LLC
N/A—67-67-100%$23.0K———
JPL Wealth Management, LLC
N/A—62-62-100%$21.3K———
Millstone Evans Group, LLC
N/A—62-62-100%$21.3K———
Timbuktu Capital Management, LLC
N/A—55-55-100%$18.9K———
Financial Gravity Companies, Inc.
N/A—49-49-100%$16.8K———
Atomic Invest LLC
N/A—36-36-100%$12.1K———
ST Germain D J Co Inc
N/A—28-28-100%$9.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—26-26-100%$8.9K———
Motco
N/A—23-23-100%$7.9K———
Tidemark, LLC
N/A—23-23-100%$7.9K———
PIN OAK Investment Advisors Inc
N/A—21-21-100%$7———
HighMark Wealth Management LLC
N/A—20-20-100%$6.9K———
N.E.W. Advisory Services LLC
N/A—16-16-100%$5.5K———
Greykasell Wealth Strategies, Inc.
N/A—14-14-100%$4.8K———
Logan Capital Management Inc
N/A—7-7-100%$2.4K———
Richard W. Paul & Associates, LLC
N/A—6-6-100%$2.1K———
Alerus Financial NA
N/A—6-6-100%$2.1K———
Morris Financial Concepts, Inc.
N/A—5-5-100%$1.7K———
Front Row Advisors LLC
N/A—4-4-100%$1.2K———
Chelsea Counsel Co
N/A—4-4-100%$1.4K———
Peak6 LLC
N/A—2-2-100%$595———
Nalls Sherbakoff Group, LLC
N/A—1-1-100%$365———
Showing 1286 of 1286 institutions