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Ishares Core Msci Eafe ETF (IEFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares39,589,064 from 38,647,342
Change+941,722 (+2%)
Value$3.8B (+$102.8M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares36,565,724 from 35,990,373
Change+575,351 (+2%)
Value$3.5B (+$66.5M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares16,851,774 from 16,979,459
Change-127,685 (-1%)
Value$1.6B (-$7.3M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares15,166,660 from 16,097,270
Change-930,610 (-6%)
Value$1.5B (-$85.3M)
Filed 2026-10-30
Keybank National Association
INCREASED
Shares11,101,730 from 10,377,291
Change+724,439 (+7%)
Value$1.1B (+$73.3M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares9,766,603 from 9,554,572
Change+212,031 (+2%)
Value$946.2M (+$23.4M)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares8,029,375 from 7,515,350
Change+514,025 (+7%)
Value$777.9M (+$52.1M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares4,083,365 from 3,851,465
Change+231,900 (+6%)
Value$395.6M (+$23.6M)
Filed 2026-10-23
Vantagepoint Investment Advisers LLC
DECREASED
Shares4,050,327 from 4,169,800
Change-119,473 (-3%)
Value$392.4M (-$10.3M)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares3,962,541 from 3,705,860
Change+256,681 (+7%)
Value$383.9M (+$26.0M)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares3,728,086 from 3,646,299
Change+81,787 (+2%)
Value$361.2M (+$9.0M)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,692,568 from 3,677,104
Change+15,464 (+0%)
Value$357.7M (+$2.6M)
Filed 2026-10-29
Bell Bank
INCREASED
Shares3,548,938 from 3,523,642
Change+25,296 (+1%)
Value$343.8M (+$3.5M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED
Shares3,529,136 from 3,613,535
Change-84,399 (-2%)
Value$338.6M (-$8.6M)
Filed 2026-11-04
Stairway Partners, LLC
INCREASED
Shares3,142,395 from 3,108,202
Change+34,193 (+1%)
Value$304.4M (+$4.2M)
Filed 2026-10-02
Connecticut Wealth Management, LLC
INCREASED
Shares2,893,439 from 2,731,152
Change+162,287 (+6%)
Value$280.3M (+$16.5M)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,859,673 from 2,770,947
Change+88,726 (+3%)
Value$277.0M (+$9.4M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares2,803,155 from 2,717,102
Change+86,053 (+3%)
Value$271.6M (+$9.2M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,606,949 from 2,561,392
Change+45,557 (+2%)
Value$252.6M (+$5.2M)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares2,415,886 from 2,309,310
Change+106,576 (+5%)
Value$234.1M (+$11.0M)
Filed 2026-10-28
Nationwide Fund Advisors
INCREASED
Shares2,401,740 from 811,888
Change+1,589,852 (+196%)
Value$232.7M (+$214.2M)
Filed 2026-10-28
First Citizens Bank & Trust Co
DECREASED
Shares2,380,627 from 2,387,887
Change-7,260 (0%)
Value$230.6M (+$13.0K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares2,304,357 from 2,845,616
Change-541,259 (-19%)
Value$223.2M (-$51.6M)
Filed 2026-11-02
Matson Money. Inc.
INCREASED
Shares2,269,898 from 2,251,588
Change+18,310 (+1%)
Value$219.9M (+$2.4M)
Filed 2026-10-23
CKW Financial Group
INCREASED
Shares2,220,433 from 2,188,095
Change+32,338 (+1%)
Value$213.1K (-$210.0M)
Filed 2026-10-29
Citizens Financial Group Inc
DECREASED
Shares2,184,959 from 2,296,101
Change-111,142 (-5%)
Value$211.7M (-$10.1M)
Filed 2026-10-23
Retirement Investment Advisors, Inc.
INCREASED
Shares2,181,578 from 2,145,326
Change+36,252 (+2%)
Value$211.4M (+$5.1M)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares2,142,628 from 1,825,722
Change+316,906 (+17%)
Value$207.6M (+$31.2M)
Filed 2026-11-04
Constellation Investments, Inc.
INCREASED
Shares2,080,323 from 742,106
Change+1,338,217 (+180%)
Value$201.5M (+$129.9M)
Filed 2026-10-28
Balentine LLC
DECREASED
Shares2,078,566 from 2,123,908
Change-45,342 (-2%)
Value$201.4M (-$3.8M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,037,353 from 1,993,012
Change+44,341 (+2%)
Value$194.8M (+$1.4M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares1,998,056 from 2,056,736
Change-58,680 (-3%)
Value$193.6M (-$5.1M)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares1,943,213 from 2,414,105
Change-470,892 (-20%)
Value$188.3M (-$44.7M)
Filed 2026-11-05
Midland Wealth Advisors, LLC
INCREASED
Shares1,882,379 from 1,857,171
Change+25,208 (+1%)
Value$182.4M (+$3.0M)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,858,558 from 1,858,958
Change-400 (0%)
Value$180.1M (+$518.9K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,815,044 from 1,802,606
Change+12,438 (+1%)
Value$175.8M (+$1.7M)
Filed 2026-10-08
Aaron Wealth Advisors LLC
INCREASED
Shares1,708,017 from 1,610,916
Change+97,101 (+6%)
Value$165.5M (+$9.9M)
Filed 2026-10-13
First Business Financial Services, Inc.
DECREASED
Shares1,560,371 from 1,567,578
Change-7,207 (0%)
Value$151.2M (-$227.9K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,518,956 from 1,371,932
Change+147,024 (+11%)
Value$147.2K (-$132.4M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares1,443,328 from 1,403,968
Change+39,360 (+3%)
Value$139.8M (+$4.2M)
Filed 2026-11-04
First Financial Bank - Trust Division
INCREASED
Shares1,437,711 from 1,406,650
Change+31,061 (+2%)
Value$139.3M (+$3.4M)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
INCREASED
Shares1,371,452 from 932,380
Change+439,072 (+47%)
Value$132.9M (+$42.8M)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares1,364,121 from 1,372,046
Change-7,925 (-1%)
Value$132.2M (-$356.1K)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares1,360,854 from 1,426,574
Change-65,720 (-5%)
Value$131.8M (-$5.9M)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares1,354,203 from 1,340,715
Change+13,488 (+1%)
Value$131.2M (+$1.7M)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares1,346,698 from 1,333,656
Change+13,042 (+1%)
Value$130.5M (+$1.7M)
Filed 2026-10-28
SigFig Wealth Management, LLC
INCREASED
Shares1,329,530 from 1,283,865
Change+45,665 (+4%)
Value$128.8M (+$5.1M)
Filed 2026-10-07
Form Wealth Advisors, LLC
INCREASED
Shares1,328,633 from 1,125,655
Change+202,978 (+18%)
Value$128.7M (+$20.0M)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED
Shares1,310,575 from 1,236,076
Change+74,499 (+6%)
Value$127.0M (+$7.6M)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares1,253,570 from 1,059,493
Change+194,077 (+18%)
Value$121.4M (+$19.1M)
Filed 2026-10-14
RKL Wealth Management LLC
INCREASED
Shares1,243,834 from 1,210,097
Change+33,737 (+3%)
Value$120.5M (+$3.6M)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares1,236,252 from 1,800,023
Change-563,771 (-31%)
Value$119.8M (-$54.1M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares1,226,784 from 1,170,864
Change+55,920 (+5%)
Value$85.0M (+$5.6M)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares1,205,085 from 1,188,881
Change+16,204 (+1%)
Value$115.5M (-$51.6K)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,190,897 from 1,146,545
Change+44,352 (+4%)
Value$115.4M (+$4.6M)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares1,146,821 from 1,096,285
Change+50,536 (+5%)
Value$111.1M (+$5.2M)
Filed 2026-11-06
New York Life Investment Management LLC
INCREASED
Shares1,135,190 from 1,078,383
Change+56,807 (+5%)
Value$110.0M (+$5.8M)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares1,135,045 from 1,092,229
Change+42,816 (+4%)
Value$110.0M (+$4.5M)
Filed 2026-11-05
Global Strategic Investment Solutions, LLC
DECREASED
Shares1,129,901 from 1,136,642
Change-6,741 (-1%)
Value$109.5M (-$312.0K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares1,108,297 from 787,887
Change+320,410 (+41%)
Value$107.4M (+$31.3M)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares1,097,070 from 1,010,674
Change+86,396 (+9%)
Value$106.3M (+$8.7M)
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares1,045,399 from 1,013,378
Change+32,021 (+3%)
Value$101.3M (+$3.4M)
Filed 2026-10-09
Bangor Savings Bank
DECREASED
Shares1,031,869 from 1,136,555
Change-104,686 (-9%)
Value$100.0M (-$9.8M)
Filed 2026-10-06
Klingman & Associates, LLC
INCREASED
Shares1,030,279 from 1,002,180
Change+28,099 (+3%)
Value$99.8M (+$3.0M)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares1,003,460 from 1,044,216
Change-40,756 (-4%)
Value$97.2M (-$3.6M)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares993,701 from 933,430
Change+60,271 (+6%)
Value$96.3M (+$6.1M)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares968,548 from 958,090
Change+10,458 (+1%)
Value$93.5M (+$951.7K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares939,180 from 993,547
Change-54,367 (-5%)
Value$91.0M (-$5.0M)
Filed 2026-10-14
Catalyst Financial Partners LLC
INCREASED
Shares935,592 from 864,303
Change+71,289 (+8%)
Value$90.6M (+$7.2M)
Filed 2026-11-06
First Hawaiian Bank
INCREASED
Shares930,534 from 920,605
Change+9,929 (+1%)
Value$90.2M (+$1.2M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares921,541 from 861,731
Change+59,810 (+7%)
Value$89.3M (+$6.1M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares906,032 from 861,670
Change+44,362 (+5%)
Value$87.8K (+$4.6K)
Filed 2026-10-02
True Link Financial Advisors, LLC
INCREASED
Shares903,132 from 890,181
Change+12,951 (+1%)
Value$87.5M (+$1.5M)
Filed 2026-10-27
Quadrant Capital Group LLC
INCREASED
Shares899,886 from 885,703
Change+14,183 (+2%)
Value$87.0M (+$1.4M)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares884,853 from 963,753
Change-78,900 (-8%)
Value$85.7M (-$7.4M)
Filed 2026-11-03
Nottingham Advisors, Inc.
INCREASED
Shares835,876 from 730,459
Change+105,417 (+14%)
Value$80.2M (-$376.8K)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares826,758 from 802,018
Change+24,740 (+3%)
Value$80.1M (+$2.6M)
Filed 2026-10-22
Ironwood Wealth Management, Llc.
DECREASED
Shares822,374 from 830,395
Change-8,021 (-1%)
Value$79.7M (-$527.9K)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares814,008 from 808,653
Change+5,355 (+1%)
Value$78.9M (+$761.4K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares801,453 from 753,130
Change+48,323 (+6%)
Value$77.6M (+$4.9M)
Filed 2026-10-22
MPS Loria Financial Planners, LLC
NEW
Shares796,184
Change+796,184
Value$77.1M
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares789,225 from 761,616
Change+27,609 (+4%)
Value$76.5M (+$2.9M)
Filed 2026-10-15
Opus Capital Group, LLC
DECREASED
Shares780,981 from 782,078
Change-1,097 (0%)
Value$75.7K (-$75.5M)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares772,109 from 950,200
Change-178,091 (-19%)
Value$74.8M (-$17.0M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares769,192 from 513,616
Change+255,576 (+50%)
Value$74.0M (+$24.2M)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED
Shares768,036 from 782,729
Change-14,693 (-2%)
Value$74.4M (-$1.2M)
Filed 2026-10-16
Roth Financial Partners LLC
DECREASED
Shares762,710 from 763,649
Change-939 (0%)
Value$73.9M (+$140.7K)
Filed 2026-10-06
Parallel Advisors, LLC
INCREASED
Shares720,375 from 639,580
Change+80,795 (+13%)
Value$69.8M (+$8.0M)
Filed 2026-11-03
Orgel Wealth Management, LLC
INCREASED
Shares709,450 from 706,882
Change+2,568 (+0%)
Value$68.7M (+$460.9K)
Filed 2026-10-14
Leverty Financial Group, LLC
INCREASED
Shares688,238 from 633,643
Change+54,595 (+9%)
Value$66.7M (+$5.5M)
Filed 2026-10-08
Southern Farm Bureau Life Insurance
UNCHANGED
Shares685,189 from 685,189
Change0 (0%)
Value$66.4K (-$66.1M)
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares673,726 from 656,894
Change+16,832 (+3%)
Value$65.3M (+$1.8M)
Filed 2026-11-04
Brickley Wealth Management
INCREASED
Shares660,774 from 653,903
Change+6,871 (+1%)
Value$64.0M (+$861.8K)
Filed 2026-11-04
Cabot-Wellington, LLC
DECREASED
Shares655,351 from 689,947
Change-34,596 (-5%)
Value$63.5M (-$3.1M)
Filed 2026-11-02
Colony Family Offices, LLC
INCREASED
Shares653,111 from 652,458
Change+653 (+0%)
Value$63.3M (+$259.0K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares639,410 from 199,410
Change+440,000 (+221%)
Value$61.9M (+$42.7M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares608,019 from 425,341
Change+182,678 (+43%)
Value$58.9M (+$17.2M)
Filed 2026-11-06
Crestwood Advisors Group, LLC
INCREASED
Shares606,258 from 603,713
Change+2,545 (+0%)
Value$58.7M (+$430.0K)
Filed 2026-10-27
Encompass Wealth Advisors, LLC
INCREASED
Shares597,636 from 289,422
Change+308,214 (+106%)
Value$57.9M (+$29.9M)
Filed 2026-10-15
Parkside Investments, LLC
DECREASED
Shares593,885 from 594,046
Change-161 (0%)
Value$57.5M (+$162.6K)
Filed 2026-10-20
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares586,649 from 564,841
Change+21,808 (+4%)
Value$56.8M (+$2.3M)
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares583,321 from 529,634
Change+53,687 (+10%)
Value$56.5M (+$5.4M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares582,627 from 362,178
Change+220,449 (+61%)
Value$56.4K (-$34.9M)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares581,830 from 582,039
Change-209 (0%)
Value$56.4M (+$154.4K)
Filed 2026-10-21
Fusion Family Wealth, LLC
INCREASED
Shares580,713 from 576,900
Change+3,813 (+1%)
Value$56.3M (+$542.4K)
Filed 2026-11-02
Lockheed Martin Investment Management Co
UNCHANGED
Shares560,000 from 560,000
Change0 (0%)
Value$54.3M (+$168.0K)
Filed 2026-11-04
Stash Investments, LLC
INCREASED
Shares554,719 from 544,042
Change+10,677 (+2%)
Value$53.7M (+$1.2M)
Filed 2026-10-26
Pathway Financial Advisors LLC
INCREASED
Shares550,410 from 388,506
Change+161,904 (+42%)
Value$53.3M (+$15.5M)
Filed 2026-10-07
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares547,467 from 518,409
Change+29,058 (+6%)
Value$53.0M (+$3.0M)
Filed 2026-10-22
Revolve Wealth Partners, LLC
INCREASED
Shares545,409 from 532,594
Change+12,815 (+2%)
Value$52.8M (+$1.4M)
Filed 2026-10-23
Shepherd Financial Partners LLC
INCREASED
Shares544,889 from 534,513
Change+10,376 (+2%)
Value$52.8M (+$1.2M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares543,719 from 445,714
Change+98,005 (+22%)
Value$52.7M (+$9.6M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares542,389 from 607,759
Change-65,370 (-11%)
Value$52.5M (-$6.1M)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares536,021 from 491,194
Change+44,827 (+9%)
Value$51.9M (+$4.5M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares531,139 from 316,752
Change+214,387 (+68%)
Value$51.5M (+$20.9M)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares514,417 from 533,982
Change-19,565 (-4%)
Value$49.8M (-$1.7M)
Filed 2026-10-28
Global Wealth Strategies & Associates
INCREASED
Shares514,121 from 503,820
Change+10,301 (+2%)
Value$49.8M (+$1.1M)
Filed 2026-10-02
Sofi Wealth, LLC
INCREASED
Shares512,686 from 425
Change+512,261 (+120532%)
Value$49.7M (+$49.6M)
Filed 2026-10-27
Liquid Strategies, LLC
INCREASED
Shares507,868 from 347,344
Change+160,524 (+46%)
Value$49.2M (+$15.7M)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares506,028 from 497,532
Change+8,496 (+2%)
Value$49.0M (+$972.3K)
Filed 2026-10-28
Isthmus Partners, LLC
INCREASED
Shares505,486 from 504,019
Change+1,467 (+0%)
Value$49.0M (+$293.3K)
Filed 2026-10-21
Bishop & Co Investment Management, LLC
INCREASED
Shares496,919 from 491,811
Change+5,108 (+1%)
Value$48.1M (+$642.4K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares494,294 from 495,223
Change-929 (0%)
Value$47.9M (+$58.6K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares489,160 from 492,115
Change-2,955 (-1%)
Value$47.4M (-$138.5K)
Filed 2026-10-08
BLB&B Advisors, LLC
DECREASED
Shares487,584 from 491,224
Change-3,640 (-1%)
Value$47.2M (-$205.3K)
Filed 2026-10-27
Empire Life Investments Inc.
INCREASED
Shares487,237 from 421,505
Change+65,732 (+16%)
Value$47.2M (+$6.5M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares484,537 from 453,492
Change+31,045 (+7%)
Value$46.9M (+$3.1M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares471,678 from 448,670
Change+23,008 (+5%)
Value$45.7M (+$2.4M)
Filed 2026-11-06
Probity Advisors, Inc.
INCREASED
Shares470,687 from 466,357
Change+4,330 (+1%)
Value$45.6M (+$559.4K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares468,300 from 462,639
Change+5,661 (+1%)
Value$45.4M (+$687.2K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares461,200 from 299,991
Change+161,209 (+54%)
Value$44.7M (+$15.7M)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares457,254 from 451,864
Change+5,390 (+1%)
Value$44.3M (+$657.8K)
Filed 2026-11-06
Center for Financial Planning, Inc.
DECREASED
Shares431,929 from 433,664
Change-1,735 (0%)
Value$41.8M (-$37.9K)
Filed 2026-10-26
Heck Capital Advisors, LLC
INCREASED
Shares426,238 from 404,874
Change+21,364 (+5%)
Value$41.3M (+$2.2M)
Filed 2026-10-14
Affiance Financial, LLC
INCREASED
Shares424,837 from 404,972
Change+19,865 (+5%)
Value$41.2M (+$2.0M)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED
Shares424,045 from 421,643
Change+2,402 (+1%)
Value$41.1M (+$359.2K)
Filed 2026-10-27
Sterling Investment Advisors LLC
INCREASED
Shares418,911 from 412,090
Change+6,821 (+2%)
Value$40.6M (+$784.4K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares417,454 from 429,200
Change-11,746 (-3%)
Value$40.4M (-$1.0M)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares411,357 from 405,071
Change+6,286 (+2%)
Value$39.9M (+$730.5K)
Filed 2026-10-05
Bull Oak Capital, LLC
INCREASED
Shares411,244 from 403,026
Change+8,218 (+2%)
Value$39.8M (+$917.0K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
DECREASED
Shares398,925 from 402,022
Change-3,097 (-1%)
Value$38.6M (-$179.4K)
Filed 2026-10-15
Element Pointe Advisors, LLC
INCREASED
Shares396,361 from 328,745
Change+67,616 (+21%)
Value$38.4M (+$6.6M)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares395,723 from 386,991
Change+8,732 (+2%)
Value$38.3M (+$962.0K)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
DECREASED
Shares395,487 from 396,052
Change-565 (0%)
Value$38.3M (+$64.1K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
INCREASED
Shares385,997 from 384,856
Change+1,141 (+0%)
Value$37.4M (+$226.0K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares381,551 from 376,422
Change+5,129 (+1%)
Value$37.0M (+$609.8K)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares369,769 from 348,080
Change+21,689 (+6%)
Value$35.8M (+$2.2M)
Filed 2026-10-07
Symphony Financial, Ltd. Co.
INCREASED
Shares367,774 from 119,393
Change+248,381 (+208%)
Value$35.7M (+$24.1M)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
INCREASED
Shares367,643 from 354,010
Change+13,633 (+4%)
Value$35.6M (+$1.4M)
Filed 2026-11-03
Iowa State Bank
INCREASED
Shares365,493 from 352,924
Change+12,569 (+4%)
Value$35.4M (+$1.3M)
Filed 2026-10-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares364,714 from 368,453
Change-3,739 (-1%)
Value$35.3M (-$251.7K)
Filed 2026-10-16
Beacon Bank & Trust
INCREASED
Shares362,039 from 360,832
Change+1,207 (+0%)
Value$35.1M (+$225.2K)
Filed 2026-10-27
Shoker Investment Counsel, Inc.
DECREASED
Shares358,878 from 360,045
Change-1,167 (0%)
Value$34.8M (-$5.0K)
Filed 2026-11-04
Kopp Family Office, LLC
INCREASED
Shares354,846 from 270
Change+354,576 (+131324%)
Value$26.2K (+$81)
Filed 2026-10-21
Marion Wealth Management
INCREASED
Shares353,503 from 343,708
Change+9,795 (+3%)
Value$34.2M (+$1.1M)
Filed 2026-10-22
New Perspectives, Inc
INCREASED
Shares351,148 from 342,517
Change+8,631 (+3%)
Value$34.0M (+$938.9K)
Filed 2026-10-14
Evergreen Capital Management LLC
INCREASED
Shares350,936 from 345,593
Change+5,343 (+2%)
Value$34.0M (+$621.3K)
Filed 2026-10-23
Ironsides Asset Advisors, LLC
UNCHANGED
Shares346,378 from 346,378
Change0 (0%)
Value$33.6M (+$103.9K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares345,467 from 342,642
Change+2,825 (+1%)
Value$33.5M (+$376.5K)
Filed 2026-11-03
Old National Bancorp
INCREASED
Shares342,511 from 341,806
Change+705 (+0%)
Value$33.2M (+$170.8K)
Filed 2026-10-20
Tull Financial Group, Inc.
INCREASED
Shares342,158 from 329,996
Change+12,162 (+4%)
Value$33.1M (+$1.3M)
Filed 2026-11-05
Coastline Trust Co
INCREASED
Shares341,129 from 331,526
Change+9,603 (+3%)
Value$33.0M (+$1.0M)
Filed 2026-10-01
Regent Peak Wealth Advisors LLC
INCREASED
Shares340,655 from 322,722
Change+17,933 (+6%)
Value$33.0M (+$1.8M)
Filed 2026-10-13
iA Global Asset Management Inc.
INCREASED
Shares332,491 from 313,949
Change+18,542 (+6%)
Value$32.2K (-$30.3M)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED
Shares329,566 from 367,626
Change-38,060 (-10%)
Value$31.9M (-$3.6M)
Filed 2026-11-05
MV Capital Management, Inc.
INCREASED
Shares326,820 from 318,525
Change+8,295 (+3%)
Value$31.7M (+$899.2K)
Filed 2026-10-29
Washington Trust Co
INCREASED
Shares324,807 from 318,667
Change+6,140 (+2%)
Value$31.5M (+$690.4K)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares323,502 from 311,192
Change+12,310 (+4%)
Value$31.3M (+$1.3M)
Filed 2026-10-22
Neumann Capital Management, LLC
NEW
Shares322,813
Change+322,813
Value$31.3M
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares321,980 from 319,116
Change+2,864 (+1%)
Value$31.2M (+$373.2K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
INCREASED
Shares320,452 from 317,111
Change+3,341 (+1%)
Value$31.0M (+$418.8K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares319,509 from 319,923
Change-414 (0%)
Value$31.0M (+$55.9K)
Filed 2026-11-06
Dean, Jacobson Financial Services, LLC
DECREASED
Shares318,808 from 319,298
Change-490 (0%)
Value$30.9M (+$48.3K)
Filed 2026-10-29
Salus Financial Advisors, LLC
INCREASED
Shares317,316 from 298,638
Change+18,678 (+6%)
Value$30.7M (+$1.9M)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares316,732 from 316,152
Change+580 (+0%)
Value$30.7M (+$151.0K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares312,720 from 233,404
Change+79,316 (+34%)
Value$30.2M (+$7.7M)
Filed 2026-11-05
Towercrest Capital Management
DECREASED
Shares310,048 from 331,636
Change-21,588 (-7%)
Value$30.0M (-$2.0M)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares308,277 from 347,495
Change-39,218 (-11%)
Value$29.9M (-$3.7M)
Filed 2026-10-26
Twele Capital Management, Inc.
INCREASED
Shares305,503 from 305,116
Change+387 (+0%)
Value$29.6M (+$129.0K)
Filed 2026-10-13
Bare Financial Services, Inc
DECREASED
Shares297,587 from 387,397
Change-89,810 (-23%)
Value$28.8M (-$8.6M)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares296,802 from 282,364
Change+14,438 (+5%)
Value$28.8M (+$1.5M)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares295,225 from 283,379
Change+11,846 (+4%)
Value$28.6M (+$1.2M)
Filed 2026-10-30
West Financial Advisors, LLC
INCREASED
Shares293,334 from 290,065
Change+3,269 (+1%)
Value$28.4M (+$403.7K)
Filed 2026-10-22
DT Investment Partners, LLC
DECREASED
Shares291,547 from 293,895
Change-2,348 (-1%)
Value$28.2M (-$139.3K)
Filed 2026-10-27
West Paces Advisors Inc.
INCREASED
Shares288,819 from 270,561
Change+18,258 (+7%)
Value$28.0M (+$1.9M)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares286,681 from 284,116
Change+2,565 (+1%)
Value$27.8M (+$333.7K)
Filed 2026-10-13
Tarbox Family Office, Inc.
DECREASED
Shares284,458 from 285,923
Change-1,465 (-1%)
Value$27.6M (-$56.2K)
Filed 2026-10-23
Montis Financial, LLC
DECREASED
Shares281,592 from 286,757
Change-5,165 (-2%)
Value$27.3M (-$414.4K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares276,781 from 249,505
Change+27,276 (+11%)
Value$26.8M (+$2.7M)
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares271,976 from 247,779
Change+24,197 (+10%)
Value$26.3M (+$2.4M)
Filed 2026-10-19
Inspire Trust Co, N.A.
INCREASED
Shares271,000 from 259,000
Change+12,000 (+5%)
Value$26.3M (+$1.2M)
Filed 2026-11-05
Enclave Advisors LLC
INCREASED
Shares265,109 from 206,344
Change+58,765 (+28%)
Value$25.7M (+$5.8M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares264,372 from 256,510
Change+7,862 (+3%)
Value$25.6M (+$838.6K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares263,937 from 266,087
Change-2,150 (-1%)
Value$25.6M (-$128.5K)
Filed 2026-10-30
NorthLanding Financial Partners, LLC
DECREASED
Shares263,896 from 266,783
Change-2,887 (-1%)
Value$25.6M (-$199.7K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares261,459 from 249,690
Change+11,769 (+5%)
Value$25.3M (+$1.2M)
Filed 2026-10-20
CIBC Asset Management Inc
INCREASED
Shares261,222 from 208,553
Change+52,669 (+25%)
Value$25.3M (+$5.2M)
Filed 2026-11-05
Hudson Capital Management LLC
INCREASED
Shares255,242 from 254,966
Change+276 (+0%)
Value$24.7M (+$103.2K)
Filed 2026-10-20
Southern Capital Advisors, LLC
INCREASED
Shares254,824 from 229,454
Change+25,370 (+11%)
Value$24.7M (+$2.5M)
Filed 2026-10-26
Legacy Wealth Partners, LLC
INCREASED
Shares253,290 from 246,985
Change+6,305 (+3%)
Value$24.5M (+$684.9K)
Filed 2026-10-15
Guidance Point Advisors, LLC
INCREASED
Shares252,080 from 240,817
Change+11,263 (+5%)
Value$24.4M (+$1.2M)
Filed 2026-10-15
Columbia Bank
INCREASED
Shares252,051 from 225,679
Change+26,372 (+12%)
Value$24.4M (+$2.6M)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares252,020 from 221,946
Change+30,074 (+14%)
Value$24.4M (+$3.0M)
Filed 2026-10-23
Waterway Wealth Management, LLC
INCREASED
Shares251,528 from 247,308
Change+4,220 (+2%)
Value$20.4M (+$532.0K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares249,974 from 247,653
Change+2,321 (+1%)
Value$24.2M (+$299.2K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares248,785 from 227,669
Change+21,116 (+9%)
Value$24.1M (+$2.1M)
Filed 2026-10-15
Martel Wealth Advisors LLC
DECREASED
Shares247,396 from 254,771
Change-7,375 (-3%)
Value$24.0M (-$638.1K)
Filed 2026-10-14
Mann Financial Group, Inc.
INCREASED
Shares247,336 from 245,062
Change+2,274 (+1%)
Value$24.0M (+$293.8K)
Filed 2026-10-15
Sigma Investment Counselors Inc
INCREASED
Shares246,437 from 236,645
Change+9,792 (+4%)
Value$23.9M (+$1.0M)
Filed 2026-10-27
Abundance Wealth Counselors
DECREASED
Shares241,946 from 243,557
Change-1,611 (-1%)
Value$23.4M (-$83.1K)
Filed 2026-10-26
Mycio Wealth Partners, LLC
DECREASED
Shares240,114 from 247,421
Change-7,307 (-3%)
Value$23.3M (-$633.7K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares238,489 from 246,223
Change-7,734 (-3%)
Value$23.1M (-$675.4K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares238,028 from 233,923
Change+4,105 (+2%)
Value$23.1M (+$467.9K)
Filed 2026-10-16
S. R. Schill & Associates
DECREASED
Shares236,468 from 265,375
Change-28,907 (-11%)
Value$22.9M (-$2.7M)
Filed 2026-10-20
Strategic Point Investment Advisors, LLC
INCREASED
Shares236,331 from 235,578
Change+753 (+0%)
Value$22.9M (+$143.6K)
Filed 2026-10-29
Hillman Co
UNCHANGED
Shares234,481 from 234,481
Change0 (0%)
Value$22.7M (+$70.3K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
INCREASED
Shares233,268 from 214,655
Change+18,613 (+9%)
Value$22.6M (+$1.9M)
Filed 2026-10-21
Lpwm LLC
INCREASED
Shares232,715 from 226,644
Change+6,071 (+3%)
Value$22.5M (+$656.2K)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares228,641 from 199,322
Change+29,319 (+15%)
Value$22.2M (+$2.9M)
Filed 2026-11-05
St. Clair Advisors, LLC
INCREASED
Shares228,636 from 225,416
Change+3,220 (+1%)
Value$22.2M (+$379.6K)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares228,568 from 4,349
Change+224,219 (+5156%)
Value$22.1M (+$21.7M)
Filed 2026-10-14
Cassilly Financial Group LLC
INCREASED
Shares226,133 from 173,748
Change+52,385 (+30%)
Value$21.9M (+$5.1M)
Filed 2026-10-07
Single Point Partners, LLC
INCREASED
Shares224,368 from 219,717
Change+4,651 (+2%)
Value$21.7M (+$517.0K)
Filed 2026-10-19
Wealth Architects, LLC
INCREASED
Shares223,221 from 222,992
Change+229 (+0%)
Value$21.6M (+$89.1K)
Filed 2026-11-03
International City Management Association Retirement Corp
NEW
Shares220,437
Change+220,437
Value$21.4M
Filed 2026-10-26
Fairway Wealth LLC
INCREASED
Shares218,986 from 211,595
Change+7,391 (+3%)
Value$21.2M (+$779.5K)
Filed 2026-10-30
Bahl & Gaynor LLC
INCREASED
Shares217,645 from 214,326
Change+3,319 (+2%)
Value$21.1M (+$385.8K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares217,197 from 210,043
Change+7,154 (+3%)
Value$21.0M (+$756.2K)
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares217,181 from 209,481
Change+7,700 (+4%)
Value$21.0M (+$808.9K)
Filed 2026-10-20
First Citizens Asset Management, Inc.
INCREASED
Shares217,063 from 212,161
Change+4,902 (+2%)
Value$21.0M (+$538.6K)
Filed 2026-11-06
Lincoln Capital Corp
DECREASED
Shares216,857 from 217,387
Change-530 (0%)
Value$21.0M (+$13.9K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares216,475 from 249,619
Change-33,144 (-13%)
Value$21.0M (-$3.1M)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares216,014 from 140,818
Change+75,196 (+53%)
Value$20.9M (+$7.3M)
Filed 2026-10-30
ERn Financial, LLC
DECREASED
Shares214,305 from 216,224
Change-1,919 (-1%)
Value$20.8M (-$121.1K)
Filed 2026-10-28
James J. Burns & Company, LLC
INCREASED
Shares213,504 from 202,475
Change+11,029 (+5%)
Value$20.7M (+$1.1M)
Filed 2026-10-22
SkyOak Wealth, LLC
INCREASED
Shares211,257 from 204,042
Change+7,215 (+4%)
Value$20.5M (+$760.2K)
Filed 2026-10-28
First Merchants Corp
INCREASED
Shares207,279 from 194,223
Change+13,056 (+7%)
Value$20.1M (+$1.3M)
Filed 2026-10-15
Prairie Advisory, LLC
INCREASED
Shares206,984 from 96,528
Change+110,456 (+114%)
Value$20.1M (+$10.7M)
Filed 2026-10-19
McAdam, LLC
DECREASED
Shares203,288 from 208,548
Change-5,260 (-3%)
Value$19.7M (-$447.0K)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED
Shares203,139 from 206,501
Change-3,362 (-2%)
Value$19.7M (-$263.8K)
Filed 2026-11-02
Randall & Associates Wealth Management
INCREASED
Shares201,245 from 190,048
Change+11,197 (+6%)
Value$19.5M (+$1.1M)
Filed 2026-10-20
Shrier Wealth Management, LLC
INCREASED
Shares198,775 from 194,011
Change+4,764 (+2%)
Value$19.3M (+$519.8K)
Filed 2026-10-20
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares197,582 from 187,226
Change+10,356 (+6%)
Value$19.1M (+$1.1M)
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares197,350 from 191,616
Change+5,734 (+3%)
Value$19.1M (+$613.0K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares197,292
Change+197,292
Value$19.1M
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares189,072 from 188,300
Change+772 (+0%)
Value$18.3M (+$131.4K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares184,551 from 176,248
Change+8,303 (+5%)
Value$17.9M (+$857.3K)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares182,801 from 172,923
Change+9,878 (+6%)
Value$17.7M (+$1.0M)
Filed 2026-11-05
GoalVest Advisory LLC
INCREASED
Shares181,897 from 168,361
Change+13,536 (+8%)
Value$17.6M (+$1.4M)
Filed 2026-10-02
Tectonic Advisors LLC
INCREASED
Shares180,998 from 174,341
Change+6,657 (+4%)
Value$17.5M (+$697.2K)
Filed 2026-10-22
Sage Rhino Capital LLC
INCREASED
Shares180,929 from 179,361
Change+1,568 (+1%)
Value$17.5M (+$205.7K)
Filed 2026-10-28
Royal Harbor Partners, LLC
INCREASED
Shares179,514 from 178,466
Change+1,048 (+1%)
Value$17.4M (+$155.1K)
Filed 2026-10-29
Flywheel Private Wealth LLC
INCREASED
Shares178,705 from 168,943
Change+9,762 (+6%)
Value$17.3M (+$996.4K)
Filed 2026-11-02
Guidance Capital, Inc
DECREASED
Shares176,340 from 178,249
Change-1,909 (-1%)
Value$17.0M (-$205.9K)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares175,514 from 143,108
Change+32,406 (+23%)
Value$17.0M (+$3.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares175,514 from 143,108
Change+32,406 (+23%)
Value$17.0M (+$3.1M)
Filed 2026-10-20
Northside Capital Management, LLC
INCREASED
Shares175,405 from 169,665
Change+5,740 (+3%)
Value$17.0M (+$607.0K)
Filed 2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares172,431 from 182,159
Change-9,728 (-5%)
Value$16.7M (-$887.8K)
Filed 2026-10-08
Topel & Distasi Wealth Management, LLC
DECREASED
Shares170,270 from 170,320
Change-50 (0%)
Value$16.5M (+$46.3K)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares168,577 from 166,358
Change+2,219 (+1%)
Value$16.3M (+$264.9K)
Filed 2026-10-15
P/E Global LLC
DECREASED
Shares168,377 from 168,838
Change-461 (0%)
Value$16.3M (+$6.0K)
Filed 2026-10-29
Riversedge Advisors, LLC
DECREASED
Shares167,304 from 167,699
Change-395 (0%)
Value$16.2M (+$12.0K)
Filed 2026-10-09
Integrity Alliance, Llc.
DECREASED
Shares166,845 from 172,855
Change-6,010 (-3%)
Value$16.2M (-$530.4K)
Filed 2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED
Shares164,507 from 161,447
Change+3,060 (+2%)
Value$15.9M (+$344.9K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares163,902 from 139,068
Change+24,834 (+18%)
Value$15.8M (+$2.3M)
Filed 2026-10-20
Northcape Wealth Management, LLC
DECREASED
Shares163,561 from 163,974
Change-413 (0%)
Value$15.8M (+$9.2K)
Filed 2026-11-04
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares163,124 from 157,951
Change+5,173 (+3%)
Value$15.8M (+$548.4K)
Filed 2026-11-05
Stephens Group Asset Management, LLC
DECREASED
Shares162,493 from 165,785
Change-3,292 (-2%)
Value$15.7M (-$269.2K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares161,952 from 165,497
Change-3,545 (-2%)
Value$15.7M (-$293.8K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares161,266 from 176,394
Change-15,128 (-9%)
Value$15.6M (-$1.4M)
Filed 2026-10-29
Anderson Hoagland & Co
INCREASED
Shares160,874 from 154,878
Change+5,996 (+4%)
Value$15.5M (+$505.3K)
Filed 2026-10-23
Strategic Investment Management, LLC
DECREASED
Shares160,101 from 160,551
Change-450 (0%)
Value$15.5M (+$4.6K)
Filed 2026-10-20
Vista Finance, LLC
INCREASED
Shares156,222 from 155,618
Change+604 (+0%)
Value$15.1M (+$105.2K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares156,040 from 172,207
Change-16,167 (-9%)
Value$15.1M (-$1.5M)
Filed 2026-10-29
Brooklyn FI, LLC
DECREASED
Shares154,957 from 156,898
Change-1,941 (-1%)
Value$15.3M (+$26.9K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares154,739 from 134,951
Change+19,788 (+15%)
Value$15.0M (+$2.0M)
Filed 2026-10-14
YHB Investment Advisors, Inc.
INCREASED
Shares154,452 from 153,211
Change+1,241 (+1%)
Value$15.0M (+$166.2K)
Filed 2026-10-08
Vaughan & Co Securities, Inc.
INCREASED
Shares154,384 from 151,365
Change+3,019 (+2%)
Value$15.0M (+$337.9K)
Filed 2026-10-23
Allen Investment Management, LLC
UNCHANGED
Shares153,824 from 153,824
Change0 (0%)
Value$14.9M (+$47.7K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
INCREASED
Shares153,679 from 152,459
Change+1,220 (+1%)
Value$14.9M (+$66.4K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares152,567 from 138,038
Change+14,529 (+11%)
Value$14.8M (+$1.4M)
Filed 2026-10-28
Berman McAleer LLC
DECREASED
Shares152,032 from 152,617
Change-585 (0%)
Value$14.7M (-$10.9K)
Filed 2026-10-16
Trek Financial, LLC
DECREASED
Shares151,177 from 173,402
Change-22,225 (-13%)
Value$14.6M (-$2.1M)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares151,128 from 153,831
Change-2,703 (-2%)
Value$14.6M (-$215.7K)
Filed 2026-10-19
Tortoise Investment Management, LLC
DECREASED
Shares151,048 from 152,455
Change-1,407 (-1%)
Value$14.6M (-$90.6K)
Filed 2026-11-06
Eastern Bank
INCREASED
Shares150,749 from 147,969
Change+2,780 (+2%)
Value$14.6M (+$313.7K)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
INCREASED
Shares150,300 from 37,505
Change+112,795 (+301%)
Value$14.6M (+$10.9M)
Filed 2026-10-21
IFS Advisors, LLC
DECREASED
Shares149,485 from 150,786
Change-1,301 (-1%)
Value$14.5M (-$80.8K)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
INCREASED
Shares149,461 from 146,081
Change+3,380 (+2%)
Value$14.5K (-$14.1M)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares147,468 from 102,228
Change+45,240 (+44%)
Value$14.3M (+$4.4M)
Filed 2026-11-03
Motive Wealth Advisors
DECREASED
Shares146,202 from 146,415
Change-213 (0%)
Value$14.2M (+$23.3K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
INCREASED
Shares144,286 from 143,475
Change+811 (+1%)
Value$14.0M (+$121.6K)
Filed 2026-10-19
Veery Capital, LLC
INCREASED
Shares144,213 from 143,750
Change+463 (+0%)
Value$14.0M (+$88.0K)
Filed 2026-10-07
Montecito Bank & Trust
INCREASED
Shares144,007 from 143,342
Change+665 (+0%)
Value$14.0M (+$107.4K)
Filed 2026-10-01
Mechanics Financial Corp
INCREASED
Shares143,404 from 136,452
Change+6,952 (+5%)
Value$13.9M (+$714.4K)
Filed 2026-11-05
Swmg, LLC
INCREASED
Shares142,975 from 116,366
Change+26,609 (+23%)
Value$13.7M (+$2.5M)
Filed 2026-10-23
Highland Capital Management, LLC
INCREASED
Shares142,577 from 142,389
Change+188 (+0%)
Value$13.8M (+$60.9K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
DECREASED
Shares142,434 from 142,895
Change-461 (0%)
Value$13.8M (-$1.7K)
Filed 2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares142,401 from 218,529
Change-76,128 (-35%)
Value$13.8M (-$7.3M)
Filed 2026-11-04
Caldwell Trust Co
INCREASED
Shares141,821 from 111,455
Change+30,366 (+27%)
Value$13.7M (+$3.0M)
Filed 2026-10-30
Smith Partners Wealth Management, LLC
INCREASED
Shares140,290 from 118,994
Change+21,296 (+18%)
Value$13.6M (+$2.1M)
Filed 2026-11-05
Foundry Financial Group, Inc.
INCREASED
Shares138,364 from 135,770
Change+2,594 (+2%)
Value$13.4M (+$292.0K)
Filed 2026-10-28
Fund Evaluation Group, LLC
INCREASED
Shares137,415 from 137,356
Change+59 (+0%)
Value$13.3M (+$46.9K)
Filed 2026-11-05
Aureum Wealth Management, LLC
INCREASED
Shares137,270 from 136,811
Change+459 (+0%)
Value$13.3M (+$85.5K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares135,263 from 235,416
Change-100,153 (-43%)
Value$13.1M (-$9.6M)
Filed 2026-10-21
Pinion Investment Advisors, LLC
INCREASED
Shares135,148 from 128,146
Change+7,002 (+5%)
Value$13.1M (+$716.8K)
Filed 2026-11-04
Apollon Financial, LLC
INCREASED
Shares135,065 from 133,596
Change+1,469 (+1%)
Value$13.1M (+$182.4K)
Filed 2026-10-23
Cypress Financial Planning LLC
INCREASED
Shares134,444 from 122,913
Change+11,531 (+9%)
Value$13.0M (+$1.2M)
Filed 2026-10-09
Silverleafe Capital Partners, LLC
INCREASED
Shares133,901 from 133,667
Change+234 (+0%)
Value$13.0M (+$62.8K)
Filed 2026-10-02
Nova R Wealth, Inc.
DECREASED
Shares133,867 from 138,277
Change-4,410 (-3%)
Value$13.0M (-$385.8K)
Filed 2026-10-26
Penney Financial, LLC
INCREASED
Shares133,379 from 132,569
Change+810 (+1%)
Value$12.9M (+$118.2K)
Filed 2026-10-20
Acorn Creek Capital LLC
INCREASED
Shares132,824 from 130,786
Change+2,038 (+2%)
Value$12.9M (+$236.7K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares128,636 from 131,186
Change-2,550 (-2%)
Value$12.5K (-$12.7M)
Filed 2026-10-29
Investment Partners, Ltd.
INCREASED
Shares128,612 from 60,686
Change+67,926 (+112%)
Value$12.5M (+$6.6M)
Filed 2026-10-29
Emergent Wealth Advisors, LLC
INCREASED
Shares128,543 from 122,017
Change+6,526 (+5%)
Value$12.5M (+$674.9K)
Filed 2026-10-09
Omega Financial Group, LLC
DECREASED
Shares128,254 from 129,502
Change-1,248 (-1%)
Value$12.4M (-$82.0K)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares127,886 from 128,258
Change-372 (0%)
Value$12.4M (+$2.4K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares126,959 from 34,464
Change+92,495 (+268%)
Value$12.3M (+$9.0M)
Filed 2026-10-15
Smithbridge Asset Management Inc
DECREASED
Shares125,459 from 127,511
Change-2,052 (-2%)
Value$12.2M (-$160.5K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares125,130 from 124,846
Change+284 (+0%)
Value$12.1M (+$64.9K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares123,169 from 118,738
Change+4,431 (+4%)
Value$11.9M (+$464.9K)
Filed 2026-11-05
NewCorp Financial Services, Inc.
INCREASED
Shares123,104 from 122,591
Change+513 (+0%)
Value$11.9M (+$86.5K)
Filed 2026-10-14
Winthrop Capital Management, LLC
DECREASED
Shares122,983 from 128,488
Change-5,505 (-4%)
Value$11.9M (-$494.4K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares122,547 from 117,494
Change+5,053 (+4%)
Value$11.9M (+$525.0K)
Filed 2026-11-02
Hudson Oak Wealth Advisory LLC
INCREASED
Shares122,042 from 121,238
Change+804 (+1%)
Value$11.8M (+$114.3K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares121,524 from 107,657
Change+13,867 (+13%)
Value$11.8M (+$1.4M)
Filed 2026-10-28
Plancorp, LLC
DECREASED
Shares120,419 from 123,732
Change-3,313 (-3%)
Value$11.6M (-$299.3K)
Filed 2026-11-03
Smith Salley Wealth Management
DECREASED
Shares119,698 from 119,957
Change-259 (0%)
Value$11.6M (+$10.8K)
Filed 2026-11-03
Canopy Partners, LLC
DECREASED
Shares118,622 from 119,021
Change-399 (0%)
Value$11.5M (-$2.9K)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares116,100 from 116,100
Change0 (0%)
Value$11.2M (+$34.8K)
Filed 2026-10-02
BIP Wealth, LLC
DECREASED
Shares115,065 from 116,838
Change-1,773 (-2%)
Value$11.1M (-$136.7K)
Filed 2026-10-22
One Advisory Partners, LLC
NEW
Shares114,271
Change+114,271
Value$11.1M
Filed 2026-10-22
Central Pacific Bank - Trust Division
INCREASED
Shares114,002 from 108,123
Change+5,879 (+5%)
Value$11.0M (+$602.0K)
Filed 2026-10-06
Greenspring Advisors, LLC
DECREASED
Shares113,018 from 113,465
Change-447 (0%)
Value$10.9M (-$9.3K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares112,149 from 110,385
Change+1,764 (+2%)
Value$10.9M (+$204.0K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares111,655 from 115,606
Change-3,951 (-3%)
Value$10.8M (-$348.1K)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
DECREASED
Shares111,546 from 111,815
Change-269 (0%)
Value$10.8M (+$7.5K)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares111,371 from 112,102
Change-731 (-1%)
Value$10.8M (-$37.2K)
Filed 2026-10-26
Tanager Wealth Management LLP
DECREASED
Shares111,041 from 114,019
Change-2,978 (-3%)
Value$10.8M (-$254.3K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED
Shares109,272 from 111,209
Change-1,937 (-2%)
Value$10.6M (-$154.3K)
Filed 2026-10-28
Aspen Investment Management Inc
INCREASED
Shares109,036 from 107,296
Change+1,740 (+2%)
Value$10.6M (+$10.6M)
Filed 2026-11-05
Family Capital Trust Co
DECREASED
Shares108,612 from 109,444
Change-832 (-1%)
Value$10.5M (-$47.8K)
Filed 2026-10-22
Founders Financial Securities LLC
DECREASED
Shares108,576 from 148,832
Change-40,256 (-27%)
Value$10.5M (-$3.9M)
Filed 2026-10-28
Fulton Bank, N.A.
DECREASED
Shares108,473 from 110,329
Change-1,856 (-2%)
Value$10.5M (-$146.7K)
Filed 2026-10-14
Planned Solutions, Inc.
DECREASED
Shares108,283 from 138,302
Change-30,019 (-22%)
Value$10.5M (-$2.9M)
Filed 2026-10-19
SYM Financial Corp
DECREASED
Shares108,253 from 108,747
Change-494 (0%)
Value$10.5M (-$15.2K)
Filed 2026-10-26
Camelot Technology Advisors, Inc.
INCREASED
Shares107,454 from 105,665
Change+1,789 (+2%)
Value$10.4M (+$205.0K)
Filed 2026-10-09
Asset Allocation Strategies LLC
INCREASED
Shares107,446 from 51,519
Change+55,927 (+109%)
Value$10.4M (+$5.4M)
Filed 2026-10-20
First United Bank & Trust
INCREASED
Shares107,378 from 105,428
Change+1,950 (+2%)
Value$10.4M (+$220.5K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED
Shares106,478 from 105,736
Change+742 (+1%)
Value$10.3M (+$103.6K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares105,893 from 104,106
Change+1,787 (+2%)
Value$10.1M (+$162.6K)
Filed 2026-10-27
Life Planning Partners, Inc
DECREASED
Shares105,219 from 109,808
Change-4,589 (-4%)
Value$10.2M (-$411.6K)
Filed 2026-10-28
Acima Private Wealth, LLC
INCREASED
Shares104,553 from 99,334
Change+5,219 (+5%)
Value$10.1M (+$535.4K)
Filed 2026-10-05
Central Trust Co
INCREASED
Shares103,782 from 93,813
Change+9,969 (+11%)
Value$10.1M (+$993.9K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares103,188 from 100,579
Change+2,609 (+3%)
Value$10.0M (+$282.9K)
Filed 2026-11-03
Waldron Private Wealth LLC
INCREASED
Shares103,055 from 102,206
Change+849 (+1%)
Value$10.0M (+$112.9K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares102,924 from 88,908
Change+14,016 (+16%)
Value$10.0M (+$1.4M)
Filed 2026-10-28
Beacon Advisors Holdings, LLC
INCREASED
Shares102,485 from 100,707
Change+1,778 (+2%)
Value$9.9M (+$202.4K)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares101,437 from 96,125
Change+5,312 (+6%)
Value$9.8M (+$543.5K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
DECREASED
Shares101,420 from 101,722
Change-302 (0%)
Value$9.8M (+$1.3K)
Filed 2026-10-15
Arbor Investment Advisors, LLC
INCREASED
Shares101,263 from 100,765
Change+498 (+0%)
Value$9.8M (+$78.5K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED
Shares101,019 from 99,318
Change+1,701 (+2%)
Value$9.8M (+$194.6K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares100,702 from 47,863
Change+52,839 (+110%)
Value$9.8M (+$5.1M)
Filed 2026-11-02
Louisbourg Investments Inc.
INCREASED
Shares99,389 from 98,511
Change+878 (+1%)
Value$9.6M (+$114.6K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
INCREASED
Shares99,096 from 93,457
Change+5,639 (+6%)
Value$9.6M (+$574.3K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares96,860 from 95,081
Change+1,779 (+2%)
Value$9.4M (+$201.0K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
DECREASED
Shares96,592 from 97,208
Change-616 (-1%)
Value$9.4M (-$30.5K)
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
INCREASED
Shares94,133 from 53,905
Change+40,228 (+75%)
Value$9.1M (+$3.9M)
Filed 2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED
Shares94,036 from 81,533
Change+12,503 (+15%)
Value$9.1M (+$1.2M)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares93,417 from 8,605
Change+84,812 (+986%)
Value$9.1M (+$8.3M)
Filed 2026-10-21
Rodgers & Associates, LTD
INCREASED
Shares93,167 from 93,059
Change+108 (+0%)
Value$9.0M (+$38.4K)
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares92,085 from 92,452
Change-367 (0%)
Value$8.9M (-$7.8K)
Filed 2026-10-21
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares91,239 from 88,130
Change+3,109 (+4%)
Value$8.8M (+$327.6K)
Filed 2026-10-29
Lynch Investment Planning, LLC
INCREASED
Shares91,096 from 85,477
Change+5,619 (+7%)
Value$8.8M (+$570.0K)
Filed 2026-10-27
Rational Advisors, Inc.
DECREASED
Shares91,014 from 91,784
Change-770 (-1%)
Value$8.8M (-$47.1K)
Filed 2026-11-02
River's Edge Wealth Management, LLC
INCREASED
Shares90,642 from 86,959
Change+3,683 (+4%)
Value$8.7M (+$267.7K)
Filed 2026-10-19
Madrid Financial Services
DECREASED
Shares89,731 from 91,538
Change-1,807 (-2%)
Value$8.7M (-$147.6K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares89,165 from 89,165
Change0 (0%)
Value$8.6M (+$26.7K)
Filed 2026-10-01
SAX Wealth Advisors, LLC
INCREASED
Shares88,939 from 45,907
Change+43,032 (+94%)
Value$8.6M (+$4.5M)
Filed 2026-10-13
Sunbeam Capital Management, LLC
UNCHANGED
Shares87,874 from 87,874
Change0 (0%)
Value$8.5M (+$26.4K)
Filed 2026-11-05
Wealth Analytics Partners, LLC
INCREASED
Shares87,681 from 79,502
Change+8,179 (+10%)
Value$8.5M (+$791.6K)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares87,362 from 153,822
Change-66,460 (-43%)
Value$8.5M (-$6.4M)
Filed 2026-10-27
North Berkeley Wealth Management, LLC
INCREASED
Shares86,707 from 76,889
Change+9,818 (+13%)
Value$8.4M (+$974.2K)
Filed 2026-11-02
Vericrest Private Wealth
INCREASED
Shares85,480 from 81,495
Change+3,985 (+5%)
Value$8.3M (+$410.5K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares84,618 from 39,172
Change+45,446 (+116%)
Value$8.2M (+$4.4M)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares83,851 from 83,871
Change-20 (0%)
Value$8.1M (+$23.2K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares83,542 from 90,396
Change-6,854 (-8%)
Value$8.1M (-$636.9K)
Filed 2026-11-04
Bokf, NA
INCREASED
Shares83,073 from 18,418
Change+64,655 (+351%)
Value$8.0M (+$6.3M)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares83,019 from 91,857
Change-8,838 (-10%)
Value$8.0M (-$828.6K)
Filed 2026-10-23
Macco Financial Group, Inc.
INCREASED
Shares81,825 from 74,181
Change+7,644 (+10%)
Value$7.9M (+$762.8K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares81,733 from 76,472
Change+5,261 (+7%)
Value$7.9M (+$532.6K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
INCREASED
Shares81,615 from 76,882
Change+4,733 (+6%)
Value$7.9M (+$481.6K)
Filed 2026-10-29
Churchill Financial Advisors, LLC
INCREASED
Shares81,491 from 79,668
Change+1,823 (+2%)
Value$7.9M (+$200.5K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares81,333 from 48,754
Change+32,579 (+67%)
Value$7.9M (+$3.2M)
Filed 2026-11-03
Auour Investments LLC
DECREASED
Shares81,270 from 82,194
Change-924 (-1%)
Value$7.9M (-$64.9K)
Filed 2026-10-28
IFG Advisors, LLC
INCREASED
Shares80,782 from 42,989
Change+37,793 (+88%)
Value$7.8M (+$3.7M)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares80,524 from 80,957
Change-433 (-1%)
Value$7.8M (-$17.7K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares80,244 from 78,081
Change+2,163 (+3%)
Value$7.8M (+$233.0K)
Filed 2026-11-02
Sculati Wealth Management, LLC
INCREASED
Shares79,073 from 75,806
Change+3,267 (+4%)
Value$7.6M (+$308.9K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares78,819 from 79,215
Change-396 (0%)
Value$7.6M (-$14.7K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares78,469 from 74,650
Change+3,819 (+5%)
Value$7.6M (+$392.4K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares78,417 from 76,954
Change+1,463 (+2%)
Value$7.6M (+$164.8K)
Filed 2026-10-14
New England Private Wealth Advisors LLC
UNCHANGED
Shares78,415 from 78,415
Change0 (0%)
Value$7.6M (+$42.1K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares77,975 from 68,853
Change+9,122 (+13%)
Value$7.6M (+$904.4K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares77,941 from 74,064
Change+3,877 (+5%)
Value$7.6M (+$398.1K)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares77,888 from 78,877
Change-989 (-1%)
Value$7.5M (-$72.2K)
Filed 2026-10-19
Insight 2811, Inc.
DECREASED
Shares76,864 from 80,753
Change-3,889 (-5%)
Value$7.4M (-$352.5K)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares76,357 from 70,013
Change+6,344 (+9%)
Value$7.4M (+$635.6K)
Filed 2026-10-20
BG Investment Services, LLC
INCREASED
Shares76,154 from 75,719
Change+435 (+1%)
Value$7.4M (+$64.8K)
Filed 2026-10-23
LTG Capital LLC
INCREASED
Shares76,067 from 72,216
Change+3,851 (+5%)
Value$7.4M (+$394.8K)
Filed 2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED
Shares75,946 from 75,946
Change0 (0%)
Value$7.3M ($0)
Filed 2026-10-22
Affinity Capital Advisors, LLC
DECREASED
Shares75,900 from 77,415
Change-1,515 (-2%)
Value$7.3M (-$284.8K)
Filed 2026-10-13
GGM Financial LLC
INCREASED
Shares75,847 from 70,278
Change+5,569 (+8%)
Value$7.3M (+$560.5K)
Filed 2026-11-05
TSA Wealth Managment LLC
NEW
Shares75,085
Change+75,085
Value$7.3M
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares75,029 from 68,894
Change+6,135 (+9%)
Value$7.2M (+$572.1K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares74,920 from 74,920
Change0 (0%)
Value$7.3M (+$22.5K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares74,759 from 70,092
Change+4,667 (+7%)
Value$7.2M (+$473.2K)
Filed 2026-10-05
Parkside Financial Bank & Trust
INCREASED
Shares74,738 from 73,142
Change+1,596 (+2%)
Value$7.2M (+$176.6K)
Filed 2026-10-27
Eagle Strategies LLC
INCREASED
Shares74,607 from 74,062
Change+545 (+1%)
Value$7.2M (+$75.0K)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
INCREASED
Shares74,205 from 65,347
Change+8,858 (+14%)
Value$7.1M (+$841.4K)
Filed 2026-10-20
Snider Financial Group
INCREASED
Shares74,009 from 71,432
Change+2,577 (+4%)
Value$7.2M (+$271.1K)
Filed 2026-10-16
Calamos Wealth Management LLC
DECREASED
Shares73,808 from 91,958
Change-18,150 (-20%)
Value$7.2M (-$1.7M)
Filed 2026-11-02
Avion Wealth
DECREASED
Shares73,124 from 73,959
Change-835 (-1%)
Value$7.1M (-$58.0K)
Filed 2026-11-04
CrossGen Wealth, LLC
INCREASED
Shares72,426 from 64,385
Change+8,041 (+12%)
Value$7.0M (+$798.3K)
Filed 2026-10-30
AtlasMark Financial, Inc
INCREASED
Shares72,285 from 69,666
Change+2,619 (+4%)
Value$7.0M (+$274.6K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares71,588 from 83,608
Change-12,020 (-14%)
Value$6.9M (-$1.1M)
Filed 2026-10-30
Elyxium Wealth, LLC
DECREASED
Shares71,462 from 71,952
Change-490 (-1%)
Value$6.9M (-$25.9K)
Filed 2026-10-27
Schuylkill Financial LLC
INCREASED
Shares71,301 from 70,482
Change+819 (+1%)
Value$6.9M (+$100.5K)
Filed 2026-10-21
Mach-1 Financial Group, LLC
INCREASED
Shares70,948 from 64,333
Change+6,615 (+10%)
Value$6.9M (+$660.2K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares70,615 from 70,394
Change+221 (+0%)
Value$6.8M (+$42.6K)
Filed 2026-11-04
Interchange Capital Partners, LLC
DECREASED
Shares70,469 from 71,634
Change-1,165 (-2%)
Value$6.8M (-$91.4K)
Filed 2026-10-28
Busey Bank
DECREASED
Shares70,176 from 70,437
Change-261 (0%)
Value$6.8M (-$4.2K)
Filed 2026-10-26
Telos Capital Management, Inc.
INCREASED
Shares69,990 from 69,877
Change+113 (+0%)
Value$6.8M (+$32.0K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares69,904 from 53,773
Change+16,131 (+30%)
Value$6.8M (+$1.6M)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares69,741 from 69,909
Change-168 (0%)
Value$6.8M (+$4.7K)
Filed 2026-11-06
Carrera Capital Advisors
DECREASED
Shares68,791 from 70,102
Change-1,311 (-2%)
Value$6.7M (-$106.0K)
Filed 2026-11-03
Moody National Bank Trust Division
DECREASED
Shares68,658 from 68,906
Change-248 (0%)
Value$6.7M (-$3.4K)
Filed 2026-10-06
ADE, LLC
INCREASED
Shares67,845 from 65,500
Change+2,345 (+4%)
Value$6.6M (+$246.8K)
Filed 2026-10-29
Capital Investment Counsel, LLC
DECREASED
Shares67,180 from 68,890
Change-1,710 (-2%)
Value$6.5M (-$145.0K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares67,122 from 67,285
Change-163 (0%)
Value$6.5M (+$4.4K)
Filed 2026-10-16
Clayton Financial Group LLC
INCREASED
Shares67,024 from 65,826
Change+1,198 (+2%)
Value$6.5M (+$135.8K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares66,620 from 67,295
Change-675 (-1%)
Value$6.5M (-$69.0K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares66,208 from 66,208
Change0 (0%)
Value$6.4M ($0)
Filed 2026-10-26
TFB Advisors LLC
INCREASED
Shares65,725 from 65,589
Change+136 (+0%)
Value$6.4M (+$32.9K)
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares65,420 from 66,478
Change-1,058 (-2%)
Value$6.3M (-$82.6K)
Filed 2026-11-04
TruNorth Capital Management, LLC
INCREASED
Shares65,066 from 65,020
Change+46 (+0%)
Value$6.3M (+$24.0K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares65,022 from 60,114
Change+4,908 (+8%)
Value$6.3M (+$493.5K)
Filed 2026-10-08
Gold Investment Management Ltd.
INCREASED
Shares64,773 from 61,518
Change+3,255 (+5%)
Value$6.3M (+$333.8K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares62,461 from 55,582
Change+6,879 (+12%)
Value$6.1M (+$683.1K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares62,438 from 60,151
Change+2,287 (+4%)
Value$6.0M (+$239.6K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares62,397 from 58,357
Change+4,040 (+7%)
Value$6.0M (+$408.9K)
Filed 2026-10-23
SoundView Advisors Inc.
DECREASED
Shares61,584 from 62,679
Change-1,095 (-2%)
Value$6.0M (-$87.0K)
Filed 2026-11-04
Renasant Bank
INCREASED
Shares61,063 from 59,977
Change+1,086 (+2%)
Value$5.9M (+$123.2K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
DECREASED
Shares61,054 from 62,437
Change-1,383 (-2%)
Value$5.9M (-$115.3K)
Filed 2026-10-26
Marietta Wealth Management, LLC
DECREASED
Shares60,988 from 62,460
Change-1,472 (-2%)
Value$5.8M (-$185.5K)
Filed 2026-10-22
FDx Advisors, Inc.
INCREASED
Shares60,865 from 40,021
Change+20,844 (+52%)
Value$5.9M (+$2.0M)
Filed 2026-11-05
A4 Wealth Advisors LLC
NEW
Shares60,813
Change+60,813
Value$5.9M
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares60,184 from 58,312
Change+1,872 (+3%)
Value$5.8M (+$198.9K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
INCREASED
Shares60,017 from 54,982
Change+5,035 (+9%)
Value$5.8M (+$504.3K)
Filed 2026-10-26
Segment Wealth Management, LLC
DECREASED
Shares59,910 from 60,013
Change-103 (0%)
Value$5.8M (+$8.0K)
Filed 2026-10-26
Joel Adams & Associates, Inc.
INCREASED
Shares59,589 from 58,417
Change+1,172 (+2%)
Value$5.8M (+$131.0K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares59,529
Change+59,529
Value$5.8M
Filed 2026-10-19
Palisade Asset Management, LLC
INCREASED
Shares59,512 from 54,040
Change+5,472 (+10%)
Value$5.8M (+$546.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares59,467 from 58,481
Change+986 (+2%)
Value$5.7M (+$53.6K)
Filed 2026-10-16
Orrstown Financial Services Inc
INCREASED
Shares59,389 from 59,194
Change+195 (+0%)
Value$5.8M (+$36.6K)
Filed 2026-10-14
Financial & Tax Architects, LLC
NEW
Shares59,079
Change+59,079
Value$5.7M
Filed 2026-10-15
Linscomb Wealth, Inc.
INCREASED
Shares58,377 from 49,303
Change+9,074 (+18%)
Value$5.7M (+$893.9K)
Filed 2026-11-05
Box Hill Private Wealth LLC
INCREASED
Shares57,907 from 51,540
Change+6,367 (+12%)
Value$5.6M (+$632.3K)
Filed 2026-10-05
Skyline Advisors, Inc.
NEW
Shares57,545
Change+57,545
Value$5.6M
Filed 2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED
Shares57,290 from 56,333
Change+957 (+2%)
Value$5.6M (+$109.6K)
Filed 2026-11-03
William Howard & Co Financial Advisors Inc
INCREASED
Shares57,236 from 56,013
Change+1,223 (+2%)
Value$5.5M (+$135.3K)
Filed 2026-11-04
Aprio Wealth Management, LLC
DECREASED
Shares56,775 from 66,377
Change-9,602 (-14%)
Value$5.5M (-$910.3K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
DECREASED
Shares56,615 from 59,590
Change-2,975 (-5%)
Value$5.5M (-$270.2K)
Filed 2026-10-08
True Private Wealth Advisors
INCREASED
Shares56,299 from 56,020
Change+279 (+1%)
Value$5.5M (+$43.9K)
Filed 2026-10-19
Eley Financial Management, Inc
INCREASED
Shares56,024 from 55,126
Change+898 (+2%)
Value$5.4M (+$103.5K)
Filed 2026-11-03
Alliance Private Wealth, LLC
DECREASED
Shares55,455 from 61,515
Change-6,060 (-10%)
Value$5.4M (-$568.6K)
Filed 2026-10-20
Old Port Advisors
INCREASED
Shares55,412 from 54,317
Change+1,095 (+2%)
Value$5.4M (+$122.3K)
Filed 2026-10-23
Wright Wealth LLC
INCREASED
Shares55,286 from 55,133
Change+153 (+0%)
Value$5.4M (+$31.4K)
Filed 2026-10-29
NBH Bank
INCREASED
Shares54,749 from 48,985
Change+5,764 (+12%)
Value$5.3M (+$573.1K)
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares54,495 from 29,511
Change+24,984 (+85%)
Value$5.3M (+$2.4M)
Filed 2026-10-15
Financial Planning Navigators Corp
INCREASED
Shares54,260 from 47,388
Change+6,872 (+15%)
Value$5.3M (+$680.0K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED
Shares54,113 from 54,113
Change0 (0%)
Value$5.2M (+$16.2K)
Filed 2026-10-21
Able Wealth Management LLC
NEW
Shares54,074
Change+54,074
Value$5.3M
Filed 2026-10-13
Tanglewood Wealth Management, Inc.
DECREASED
Shares54,029 from 54,279
Change-250 (0%)
Value$5.2M (-$7.9K)
Filed 2026-10-23
Boyd Wealth Management, LLC
INCREASED
Shares53,912 from 52,909
Change+1,003 (+2%)
Value$5.2M (+$113.0K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares53,766 from 56,012
Change-2,246 (-4%)
Value$5.2M (-$200.7K)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares53,550 from 53,550
Change0 (0%)
Value$5.2M (+$16.1K)
Filed 2026-10-14
Prism Advisors, Inc.
DECREASED
Shares53,358 from 53,738
Change-380 (-1%)
Value$5.1M (-$74.6K)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares53,143 from 38,433
Change+14,710 (+38%)
Value$5.1M (+$1.4M)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares53,113 from 48,860
Change+4,253 (+9%)
Value$5.1M (+$426.7K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares53,035 from 27,698
Change+25,337 (+91%)
Value$5.1M (+$2.5M)
Filed 2026-10-21
Macroview Investment Management LLC
INCREASED
Shares52,833 from 51,877
Change+956 (+2%)
Value$5.1M (+$108.2K)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares52,420 from 50,641
Change+1,779 (+4%)
Value$5.1M (+$187.5K)
Filed 2026-10-27
Sage Mountain Advisors LLC
INCREASED
Shares52,091 from 49,608
Change+2,483 (+5%)
Value$5.0M (+$255.4K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares51,912 from 47,946
Change+3,966 (+8%)
Value$5.0M (+$398.6K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares51,692 from 52,320
Change-628 (-1%)
Value$5.0M (-$45.1K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
DECREASED
Shares51,431 from 53,214
Change-1,783 (-3%)
Value$5.0M (-$156.8K)
Filed 2026-10-26
Pembroke Management, LTD
UNCHANGED
Shares51,225 from 51,225
Change0 (0%)
Value$5.0M (+$15.4K)
Filed 2026-10-21
Wakefield Asset Management Lllp
INCREASED
Shares51,169 from 49,358
Change+1,811 (+4%)
Value$5.0M (+$190.3K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
INCREASED
Shares51,151 from 48,375
Change+2,776 (+6%)
Value$5.0M (+$299.7K)
Filed 2026-11-02
AAF Wealth Management, LLC
DECREASED
Shares51,108 from 51,604
Change-496 (-1%)
Value$5.0M (-$32.5K)
Filed 2026-10-28
Princeton Global Asset Management LLC
INCREASED
Shares50,932 from 50,108
Change+824 (+2%)
Value$4.9M (+$94.8K)
Filed 2026-10-21
Integrity Wealth Advisors, Inc.
NEW
Shares50,677
Change+50,677
Value$4.9M
Filed 2026-10-29
Ellis Investment Partners, LLC
DECREASED
Shares50,481 from 50,521
Change-40 (0%)
Value$4.9M (+$11.3K)
Filed 2026-10-21
Rinkey Investments
UNCHANGED
Shares50,387 from 50,387
Change0 (0%)
Value$4.9M (+$15.1K)
Filed 2026-10-28
Charles Schwab Trust Co
DECREASED
Shares50,233 from 60,248
Change-10,015 (-17%)
Value$4.9M (-$952.2K)
Filed 2026-10-15
Patten Group, Inc.
INCREASED
Shares49,847 from 49,485
Change+362 (+1%)
Value$4.8M (+$49.9K)
Filed 2026-10-26
Plimoth Trust Co LLC
INCREASED
Shares49,434 from 46,809
Change+2,625 (+6%)
Value$4.8M (+$268.4K)
Filed 2026-10-26
Invera Wealth Advisors, LLC
INCREASED
Shares49,364 from 48,398
Change+966 (+2%)
Value$4.8M (+$108.1K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares49,301 from 52,412
Change-3,111 (-6%)
Value$4.8M (-$285.6K)
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
DECREASED
Shares49,223 from 86,308
Change-37,085 (-43%)
Value$4.8M (-$3.6M)
Filed 2026-10-26
Helium Advisors LLC
INCREASED
Shares48,924 from 46,971
Change+1,953 (+4%)
Value$4.7M (+$203.3K)
Filed 2026-10-23
Purewater Capital LLC
INCREASED
Shares48,772 from 48,000
Change+772 (+2%)
Value$4.7M (+$89.2K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares48,232 from 25,563
Change+22,669 (+89%)
Value$4.7M (+$2.2M)
Filed 2026-10-26
Blue Fin Capital, Inc.
INCREASED
Shares47,770 from 38,889
Change+8,881 (+23%)
Value$4.6M (+$872.1K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares47,503 from 39,064
Change+8,439 (+22%)
Value$4.6M (+$829.3K)
Filed 2026-10-08
SteelPeak Wealth, LLC
DECREASED
Shares47,422 from 51,558
Change-4,136 (-8%)
Value$4.6M (-$385.2K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares47,299 from 47,057
Change+242 (+1%)
Value$4.6M (+$37.6K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares46,772 from 47,820
Change-1,048 (-2%)
Value$4.5M (-$87.2K)
Filed 2026-10-13
New Hampshire Trust
DECREASED
Shares46,668 from 47,693
Change-1,025 (-2%)
Value$4.5M (-$85.0K)
Filed 2026-10-20
Global Trust Wealth Management LLC
DECREASED
Shares46,537 from 46,677
Change-140 (0%)
Value$4.5M (+$441)
Filed 2026-10-14
Clarus Wealth Advisors
INCREASED
Shares46,498 from 44,870
Change+1,628 (+4%)
Value$4.5M (+$166.6K)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
INCREASED
Shares46,436 from 45,346
Change+1,090 (+2%)
Value$4.5M (+$119.2K)
Filed 2026-11-03
Biltmore Family Office, LLC
INCREASED
Shares46,052 from 29,881
Change+16,171 (+54%)
Value$4.5M (+$1.6M)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares45,861 from 43,193
Change+2,668 (+6%)
Value$4.4M (+$271.4K)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares45,268 from 45,268
Change0 (0%)
Value$4.4M (+$14.0K)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares45,145 from 33,027
Change+12,118 (+37%)
Value$4.4M (+$1.2M)
Filed 2026-10-28
Vilga Financial Planning LLC
DECREASED
Shares45,070 from 45,281
Change-211 (0%)
Value$4.4M (-$6.9K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares44,307 from 43,595
Change+712 (+2%)
Value$4.3M (+$82.1K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
INCREASED
Shares43,599 from 39,202
Change+4,397 (+11%)
Value$4.2M (+$437.7K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares43,021 from 15,899
Change+27,122 (+171%)
Value$4.2M (+$2.6M)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares42,978 from 43,707
Change-729 (-2%)
Value$4.2M (-$57.5K)
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
INCREASED
Shares42,822 from 42,461
Change+361 (+1%)
Value$4.1M (+$47.7K)
Filed 2026-10-30
Redw Wealth LLC
DECREASED
Shares42,798 from 45,852
Change-3,054 (-7%)
Value$4.1M (-$282.1K)
Filed 2026-11-02
M Holdings Securities, Inc.
INCREASED
Shares42,584 from 42,550
Change+34 (+0%)
Value$4.1M (-$21.0K)
Filed 2026-11-03
WealthPLAN Partners, LLC
INCREASED
Shares42,075 from 32,730
Change+9,345 (+29%)
Value$4.1M (+$915.1K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares42,020 from 39,513
Change+2,507 (+6%)
Value$4.1M (+$254.7K)
Filed 2026-10-13
Thayer Partners, LLC / MA
INCREASED
Shares40,550 from 36,204
Change+4,346 (+12%)
Value$3.9M (+$431.9K)
Filed 2026-11-06
Strategy Asset Managers LLC
INCREASED
Shares40,542 from 38,411
Change+2,131 (+6%)
Value$3.9M (+$218.0K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares40,226 from 29,193
Change+11,033 (+38%)
Value$3.9M (+$1.1M)
Filed 2026-10-14
Members Wealth LLC
INCREASED
Shares39,500 from 34,539
Change+4,961 (+14%)
Value$3.8M (+$464.1K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
INCREASED
Shares39,454 from 38,971
Change+483 (+1%)
Value$3.8M (+$58.5K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED
Shares39,215 from 38,126
Change+1,089 (+3%)
Value$3.8M (+$116.9K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares39,053 from 37,043
Change+2,010 (+5%)
Value$3.7M (+$166.3K)
Filed 2026-10-15
Inman Jager Wealth Management, LLC
DECREASED
Shares39,049 from 39,381
Change-332 (-1%)
Value$3.8M (-$20.4K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares38,980 from 37,383
Change+1,597 (+4%)
Value$3.8M (+$165.9K)
Filed 2026-11-04
Capital Advantage, Inc.
DECREASED
Shares38,951 from 39,273
Change-322 (-1%)
Value$3.8M (-$19.4K)
Filed 2026-10-14
Evanson Financial, LLC
DECREASED
Shares38,922 from 39,348
Change-426 (-1%)
Value$3.8M (-$29.5K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares38,674 from 36,347
Change+2,327 (+6%)
Value$3.7M (+$236.3K)
Filed 2026-10-08
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares38,646 from 39,146
Change-500 (-1%)
Value$3.7M (-$36.7K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares38,426 from 39,789
Change-1,363 (-3%)
Value$3.7M (-$120.1K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED
Shares38,344 from 32,877
Change+5,467 (+17%)
Value$3.7M (+$539.5K)
Filed 2026-10-06
Ticino Wealth
INCREASED
Shares37,885 from 36,842
Change+1,043 (+3%)
Value$3.7M (+$112.1K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares37,774 from 37,883
Change-109 (0%)
Value$3.7M (+$805)
Filed 2026-10-26
Hofer & Associates. Inc
DECREASED
Shares37,547 from 53,611
Change-16,064 (-30%)
Value$3.6M (-$1.5M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares37,547 from 37,263
Change+284 (+1%)
Value$3.6M (+$38.6K)
Filed 2026-10-14
AMG Asset Management Group, Inc.
INCREASED
Shares37,515 from 35,548
Change+1,967 (+6%)
Value$3.6M (+$201.2K)
Filed 2026-10-21
Flagstar Securities, Inc
INCREASED
Shares37,211 from 34,919
Change+2,292 (+7%)
Value$3.6M (+$232.5K)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares37,041 from 36,474
Change+567 (+2%)
Value$3.6M (+$65.9K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED
Shares36,414 from 33,615
Change+2,799 (+8%)
Value$3.5M (+$281.3K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares36,284 from 29,675
Change+6,609 (+22%)
Value$3.5M (+$649.2K)
Filed 2026-11-03
Chesley Taft & Associates LLC
UNCHANGED
Shares36,273 from 36,273
Change0 (0%)
Value$3.5M (+$10.9K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares36,133
Change+36,133
Value$3.5M
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares36,105 from 33,744
Change+2,361 (+7%)
Value$3.5M (+$238.9K)
Filed 2026-10-26
Cowa, LLC
INCREASED
Shares35,682 from 32,755
Change+2,927 (+9%)
Value$3.5M (+$293.5K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares35,531
Change+35,531
Value$3.4M
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares35,527 from 35,527
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-06
Tompkins Financial Corp
INCREASED
Shares35,417 from 35,268
Change+149 (+0%)
Value$3.4M (+$25.0K)
Filed 2026-10-05
JGP Wealth Management, LLC
DECREASED
Shares35,163 from 35,438
Change-275 (-1%)
Value$3.4M (-$16.0K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares35,050 from 37,548
Change-2,498 (-7%)
Value$3.4M (-$230.8K)
Filed 2026-10-28
SWP Financial LLC
DECREASED
Shares34,801 from 35,460
Change-659 (-2%)
Value$3.4M (-$53.2K)
Filed 2026-10-23
JSF Financial, LLC
INCREASED
Shares34,601 from 34,413
Change+188 (+1%)
Value$3.4M (+$28.6K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares34,446 from 34,124
Change+322 (+1%)
Value$3.3M (+$41.4K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares34,338 from 29,951
Change+4,387 (+15%)
Value$3.3M (+$433.9K)
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares34,271 from 33,340
Change+931 (+3%)
Value$3.3M (+$100.2K)
Filed 2026-10-27
Yankcom Partnership
INCREASED
Shares34,246 from 34,228
Change+18 (+0%)
Value$3.3M (+$12.0K)
Filed 2026-10-15
Powerhouse Assets LLC
INCREASED
Shares34,007 from 33,417
Change+590 (+2%)
Value$3.3M (+$67.2K)
Filed 2026-10-19
Arkansas Financial Group, Inc.
INCREASED
Shares33,985 from 33,659
Change+326 (+1%)
Value$3.3M (+$41.7K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
DECREASED
Shares33,233 from 33,683
Change-450 (-1%)
Value$3.2K (-$33)
Filed 2026-10-27
Sentinel Advisory Group, LLC
DECREASED
Shares32,965 from 33,149
Change-184 (-1%)
Value$3.2M (-$7.9K)
Filed 2026-10-20
Fire Capital Management LLC
DECREASED
Shares32,819 from 32,821
Change-2 (0%)
Value$3.2M (+$9.7K)
Filed 2026-10-27
Infinity Wealth Counsel, LLC
INCREASED
Shares32,775 from 32,382
Change+393 (+1%)
Value$3.2M (+$47.8K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares32,704 from 31,716
Change+988 (+3%)
Value$3.2M (+$105.2K)
Filed 2026-10-07
Jacobi Capital Management LLC
INCREASED
Shares32,543 from 32,403
Change+140 (+0%)
Value$3.2M (+$23.3K)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares32,517 from 32,363
Change+154 (+0%)
Value$3.2M (+$24.6K)
Filed 2026-10-26
Peak Financial Management, Inc.
DECREASED
Shares32,432 from 32,477
Change-45 (0%)
Value$3.1M (+$5.4K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares32,388
Change+32,388
Value$3.1M
Filed 2026-10-14
Lineweaver Wealth Advisors, LLC
DECREASED
Shares32,316 from 32,354
Change-38 (0%)
Value$3.1M (+$6.0K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares32,306 from 32,572
Change-266 (-1%)
Value$3.1M (-$16.0K)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares32,269 from 39,510
Change-7,241 (-18%)
Value$3.1M (-$689.7K)
Filed 2026-10-26
Center For Asset Management LLC
DECREASED
Shares32,261 from 71,539
Change-39,278 (-55%)
Value$3.1M (-$3.8M)
Filed 2026-10-16
Kestra Investment Management, LLC
DECREASED
Shares32,211 from 38,428
Change-6,217 (-16%)
Value$3.1M (-$590.8K)
Filed 2026-11-04
Phillips Financial Management, LLC
DECREASED
Shares32,097 from 32,213
Change-116 (0%)
Value$3.1M (-$1.6K)
Filed 2026-10-19
ADG Wealth Management Group, LLC
INCREASED
Shares32,077 from 31,708
Change+369 (+1%)
Value$3.1M (+$45.3K)
Filed 2026-10-23
Ignite Planners, LLC
DECREASED
Shares31,855 from 32,030
Change-175 (-1%)
Value$3.1M (-$18.2K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares31,717 from 26,318
Change+5,399 (+21%)
Value$3.1M (+$531.0K)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares31,656 from 33,451
Change-1,795 (-5%)
Value$3.1M (-$163.9K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
INCREASED
Shares31,349 from 29,940
Change+1,409 (+5%)
Value$3.0M (+$145.5K)
Filed 2026-10-13
Kanawha Capital Management LLC
DECREASED
Shares31,304 from 31,497
Change-193 (-1%)
Value$3.0M (-$9.2K)
Filed 2026-10-19
Grant Street Asset Management, Inc.
UNCHANGED
Shares31,078 from 31,078
Change0 (0%)
Value$3.0M (+$9.3K)
Filed 2026-10-26
Asset Advisory Group, Inc.
DECREASED
Shares31,069 from 31,741
Change-672 (-2%)
Value$3.0M (-$55.5K)
Filed 2026-10-20
Well Done, LLC
INCREASED
Shares31,047 from 26,431
Change+4,616 (+17%)
Value$3.0M (+$455.1K)
Filed 2026-10-20
Kings Path Partners LLC
DECREASED
Shares30,904 from 31,135
Change-231 (-1%)
Value$3.0M (-$13.0K)
Filed 2026-10-21
Nilsine Partners, LLC
DECREASED
Shares30,737 from 30,911
Change-174 (-1%)
Value$3.0M (-$7.6K)
Filed 2026-11-02
Argonautica Private Wealth Management, Inc
INCREASED
Shares30,387 from 29,713
Change+674 (+2%)
Value$2.9M (+$74.2K)
Filed 2026-11-02
Brown Wealth Management, LLC
INCREASED
Shares30,349 from 28,989
Change+1,360 (+5%)
Value$2.9M (+$140.5K)
Filed 2026-10-20
Henderson Brothers Financial Partners, LLC
INCREASED
Shares30,306 from 29,149
Change+1,157 (+4%)
Value$2.9M (+$120.8K)
Filed 2026-11-03
August Group Capital Ltd
INCREASED
Shares30,170 from 4,920
Change+25,250 (+513%)
Value$2.9M (+$2.4M)
Filed 2026-10-14
Apeiron RIA LLC
INCREASED
Shares30,059 from 16,063
Change+13,996 (+87%)
Value$2.9M (+$1.3M)
Filed 2026-10-08
Morton Capital Management LLC
UNCHANGED
Shares30,045 from 30,045
Change0 (0%)
Value$2.9M (+$9.0K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares29,830 from 29,527
Change+303 (+1%)
Value$2.9M (+$38.2K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
UNCHANGED
Shares29,742 from 29,742
Change0 (0%)
Value$2.9M (+$8.9K)
Filed 2026-10-30
Asset One Wealth Management LLC
NEW
Shares29,683
Change+29,683
Value$2.9M
Filed 2026-11-02
PFG Advisors
DECREASED
Shares29,504 from 29,726
Change-222 (-1%)
Value$2.9M (-$12.6K)
Filed 2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares29,491 from 23,917
Change+5,574 (+23%)
Value$2.9M (+$547.1K)
Filed 2026-10-08
AA Financial Advisors, LLC
INCREASED
Shares29,285 from 27,075
Change+2,210 (+8%)
Value$2.8M (+$222.2K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
INCREASED
Shares29,265 from 21,315
Change+7,950 (+37%)
Value$2.8M (+$776.6K)
Filed 2026-10-20
Emerald Advisors, LLC
DECREASED
Shares29,099 from 30,998
Change-1,899 (-6%)
Value$2.8M (-$174.7K)
Filed 2026-10-13
Manchester Capital Management LLC
INCREASED
Shares28,668 from 25,318
Change+3,350 (+13%)
Value$2.8M (+$332.1K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares28,595 from 23,928
Change+4,667 (+20%)
Value$2.8M (+$459.3K)
Filed 2026-10-22
Bison Wealth, LLC
INCREASED
Shares28,595 from 26,955
Change+1,640 (+6%)
Value$2.8M (+$100.3K)
Filed 2026-10-13
Clearview Wealth Management LLC
DECREASED
Shares28,397 from 29,379
Change-982 (-3%)
Value$2.7M (-$93.1K)
Filed 2026-10-16
180 Wealth Advisors, LLC
DECREASED
Shares28,387 from 29,220
Change-833 (-3%)
Value$2.8M (-$72.0K)
Filed 2026-11-03
Waycross Investment Management Co
INCREASED
Shares28,302 from 21,467
Change+6,835 (+32%)
Value$2.7M (+$668.6K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares28,157 from 28,639
Change-482 (-2%)
Value$2.7M (-$57.9K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares27,815 from 27,815
Change0 (0%)
Value$2.7M (+$2.5M)
Filed 2026-11-03
Dynamic Financial Group
INCREASED
Shares27,585 from 27,067
Change+518 (+2%)
Value$2.7M (+$58.3K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares27,546 from 13,160
Change+14,386 (+109%)
Value$2.7M (+$1.4M)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares27,519 from 26,037
Change+1,482 (+6%)
Value$2.7M (+$151.4K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares27,397 from 27,232
Change+165 (+1%)
Value$2.7M (+$24.2K)
Filed 2026-10-26
TritonPoint Partners, LLC
DECREASED
Shares27,232 from 68,931
Change-41,699 (-60%)
Value$2.6M (-$4.0M)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares27,217 from 27,816
Change-599 (-2%)
Value$2.6M (-$49.7K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
DECREASED
Shares27,179 from 27,242
Change-63 (0%)
Value$2.6M (+$2.1K)
Filed 2026-10-23
Sentinel Trust Co LBA
INCREASED
Shares26,957 from 24,652
Change+2,305 (+9%)
Value$2.6M (+$2.6M)
Filed 2026-11-03
OFS Enterprise LLC
INCREASED
Shares26,911 from 26,612
Change+299 (+1%)
Value$2.6M (+$37.0K)
Filed 2026-10-16
Keystone Global Partners, LLC
DECREASED
Shares26,895 from 27,590
Change-695 (-3%)
Value$2.6M (-$59.0K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares26,864 from 26,864
Change0 (0%)
Value$2.6M (+$8.1K)
Filed 2026-11-03
Brady Family Wealth, LLC
INCREASED
Shares26,836 from 26,767
Change+69 (+0%)
Value$2.6M (+$14.7K)
Filed 2026-11-02
Wolff Wiese Magana LLC
INCREASED
Shares26,745 from 24,473
Change+2,272 (+9%)
Value$2.6M (+$227.5K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares26,723 from 30,368
Change-3,645 (-12%)
Value$2.6M (-$344.0K)
Filed 2026-10-13
Cypress Capital Group
DECREASED
Shares26,716 from 26,820
Change-104 (0%)
Value$2.6M (-$2.0K)
Filed 2026-11-03
Richard P Slaughter Associates Inc
DECREASED
Shares26,506 from 29,062
Change-2,556 (-9%)
Value$2.6M (-$238.9K)
Filed 2026-10-13
CWS Financial Advisors, LLC
UNCHANGED
Shares26,399 from 26,399
Change0 (0%)
Value$2.6M (+$7.9K)
Filed 2026-10-16
Chris Bulman Inc
DECREASED
Shares26,382 from 32,352
Change-5,970 (-18%)
Value$2.6M (-$568.6K)
Filed 2026-10-20
Rainier Family Wealth Inc
UNCHANGED
Shares26,310 from 26,310
Change0 (0%)
Value$2.5M (+$7.9K)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares25,989 from 32,252
Change-6,263 (-19%)
Value$2.5M (-$597.1K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares25,916 from 21,611
Change+4,305 (+20%)
Value$2.5M (+$423.5K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares25,701 from 15,677
Change+10,024 (+64%)
Value$2.5M (+$994.9K)
Filed 2026-11-03
Salem Investment Counselors Inc
INCREASED
Shares25,632 from 24,947
Change+685 (+3%)
Value$2.5M (+$73.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares25,592 from 25,476
Change+116 (+0%)
Value$2.5M (+$18.8K)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares25,586 from 25,570
Change+16 (+0%)
Value$2.5M (+$8.5K)
Filed 2026-10-27
Lee Financial Co
INCREASED
Shares25,360 from 24,806
Change+554 (+2%)
Value$2.5M (+$61.1K)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares24,921 from 25,156
Change-235 (-1%)
Value$2.4M (-$15.2K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares24,799 from 28,617
Change-3,818 (-13%)
Value$2.4M (-$361.3K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares24,695 from 22,987
Change+1,708 (+7%)
Value$2.4M (+$172.4K)
Filed 2026-10-23
Arwa LLC
INCREASED
Shares24,663 from 15,664
Change+8,999 (+57%)
Value$2.4M (+$867.8K)
Filed 2026-10-21
Welch & Forbes LLC
INCREASED
Shares24,483 from 23,399
Change+1,084 (+5%)
Value$2.4M (+$112.0K)
Filed 2026-11-04
Warner Financial, Inc
UNCHANGED
Shares24,438 from 24,438
Change0 (0%)
Value$2.4M (+$7.3K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares24,408 from 15,353
Change+9,055 (+59%)
Value$2.4M (+$881.8K)
Filed 2026-10-28
Rockwood Wealth Management, LLC
DECREASED
Shares24,379 from 26,712
Change-2,333 (-9%)
Value$2.4M (-$218.0K)
Filed 2026-10-27
Veracity Capital LLC
INCREASED
Shares24,322 from 23,201
Change+1,121 (+5%)
Value$2.4M (+$115.6K)
Filed 2026-10-08
Peterson Wealth Services
INCREASED
Shares24,256 from 22,272
Change+1,984 (+9%)
Value$2.3M (+$198.9K)
Filed 2026-10-26
Investmark Advisory Group LLC
INCREASED
Shares24,234 from 11,729
Change+12,505 (+107%)
Value$2.3M (+$1.2M)
Filed 2026-10-27
Collective Family Office LLC
DECREASED
Shares24,189 from 25,473
Change-1,284 (-5%)
Value$2.3M (-$116.8K)
Filed 2026-10-05
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares23,921 from 24,989
Change-1,068 (-4%)
Value$2.3M (-$96.0K)
Filed 2026-11-03
Trust Co of Vermont
DECREASED
Shares23,917 from 24,263
Change-346 (-1%)
Value$2.3M (-$26.2K)
Filed 2026-10-21
Lexington Hill Partners, LLC
UNCHANGED
Shares23,779 from 23,779
Change0 (0%)
Value$2.3M (+$7.1K)
Filed 2026-10-13
Wiser Wealth Management, Inc
INCREASED
Shares23,665 from 22,747
Change+918 (+4%)
Value$2.3M (+$95.8K)
Filed 2026-10-14
Cornerstone Partners Capital Management, LLC
INCREASED
Shares23,639 from 21,042
Change+2,597 (+12%)
Value$2.3M (+$257.9K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares23,633 from 36,951
Change-13,318 (-36%)
Value$2.3M (-$1.3M)
Filed 2026-11-05
Gateway Investment Advisers LLC
INCREASED
Shares23,576 from 10,108
Change+13,468 (+133%)
Value$2.3M (+$1.3M)
Filed 2026-10-13
LCW Services, LLC
INCREASED
Shares23,543 from 22,853
Change+690 (+3%)
Value$2.3M (+$73.7K)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares23,401 from 14,601
Change+8,800 (+60%)
Value$2.3M (+$856.9K)
Filed 2026-10-15
First County Bank
INCREASED
Shares23,360 from 22,135
Change+1,225 (+6%)
Value$2.3M (+$125.3K)
Filed 2026-10-13
Rebalance, LLC
UNCHANGED
Shares23,189 from 23,189
Change0 (0%)
Value$2.2M (+$7.0K)
Filed 2026-10-22
Level Wealth Management LLC
UNCHANGED
Shares23,076 from 23,076
Change0 (0%)
Value$2.2M (+$6.9K)
Filed 2026-10-23
Waystone Advisors LLC
DECREASED
Shares23,069 from 23,297
Change-228 (-1%)
Value$2.2M (-$22.0K)
Filed 2026-10-16
Hassell Wealth Management, LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$2.2M (+$13.1K)
Filed 2026-10-19
NTV Asset Management LLC
INCREASED
Shares22,691 from 19,603
Change+3,088 (+16%)
Value$2.2M (+$305.1K)
Filed 2026-10-23
Winthrop Advisory Group LLC
INCREASED
Shares22,691 from 22,375
Change+316 (+1%)
Value$2.2M (+$37.3K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares22,670 from 22,783
Change-113 (0%)
Value$2.2M (-$4.1K)
Filed 2026-10-30
4Thought Financial Group Inc.
DECREASED
Shares22,511 from 26,187
Change-3,676 (-14%)
Value$2.2M (-$348.3K)
Filed 2026-11-02
Williams & Novak Wealth Management, LLC
DECREASED
Shares22,487 from 23,112
Change-625 (-3%)
Value$2.2M (-$53.6K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares22,440 from 22,543
Change-103 (0%)
Value$2.2M (-$25.8K)
Filed 2026-10-27
Black Diamond Financial, LLC
DECREASED
Shares22,388 from 22,441
Change-53 (0%)
Value$2.2M (+$1.6K)
Filed 2026-10-26
MacKenzie Financial Corp
INCREASED
Shares22,313 from 18,841
Change+3,472 (+18%)
Value$2.2M (+$342.0K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares22,053 from 18,710
Change+3,343 (+18%)
Value$2.1M (+$329.5K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares21,831 from 22,162
Change-331 (-1%)
Value$2.1M (-$25.5K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares21,805 from 17,700
Change+4,105 (+23%)
Value$2.1M (+$403.0K)
Filed 2026-11-03
Harpswell Capital Advisors, LLC
UNCHANGED
Shares21,774 from 21,774
Change0 (0%)
Value$2.1M (+$6.5K)
Filed 2026-10-09
Investment Research & Advisory Group, Inc.
INCREASED
Shares21,541 from 19,911
Change+1,630 (+8%)
Value$2.1M (+$164.0K)
Filed 2026-10-19
Everhart Financial Group, Inc.
DECREASED
Shares21,371 from 22,101
Change-730 (-3%)
Value$2.1M (-$64.1K)
Filed 2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED
Shares21,316 from 20,663
Change+653 (+3%)
Value$1.3M (+$4.6K)
Filed 2026-10-21
Droms Strauss Advisors Inc
DECREASED
Shares21,259 from 22,231
Change-972 (-4%)
Value$2.1M (-$87.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares21,164 from 19,360
Change+1,804 (+9%)
Value$2.0M (+$170.6K)
Filed 2026-11-02
Courage Miller Partners, LLC
INCREASED
Shares21,048 from 20,776
Change+272 (+1%)
Value$2.0M (+$32.6K)
Filed 2026-10-21
Endeavor Private Wealth, Inc.
DECREASED
Shares21,025 from 21,867
Change-842 (-4%)
Value$2.0M (-$75.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares20,994 from 20,798
Change+196 (+1%)
Value$2.0M (+$25.2K)
Filed 2026-10-23
First Bank & Trust
UNCHANGED
Shares20,935 from 20,935
Change0 (0%)
Value$2.0M (+$6.3K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
INCREASED
Shares20,886 from 20,118
Change+768 (+4%)
Value$2.0M (+$80.4K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares20,745 from 20,360
Change+385 (+2%)
Value$2.0M (+$43.4K)
Filed 2026-10-08
MMA Asset Management LLC
UNCHANGED
Shares20,705 from 20,705
Change0 (0%)
Value$2.0M (+$6.2K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
NEW
Shares20,642
Change+20,642
Value$2.0M
Filed 2026-10-14
Milestone Asset Management Group, LLC
INCREASED
Shares20,472 from 20,182
Change+290 (+1%)
Value$2.0M (+$34.2K)
Filed 2026-10-20
Layline Advisors, LLC
INCREASED
Shares20,306 from 20,126
Change+180 (+1%)
Value$2.0M (+$23.4K)
Filed 2026-11-02
Embree Financial Group
UNCHANGED
Shares20,278 from 20,278
Change0 (0%)
Value$2.0M (+$6.1K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares20,191 from 20,261
Change-70 (0%)
Value$2.0M (-$703)
Filed 2026-10-14
Stevens Capital Partners
INCREASED
Shares20,051 from 13,458
Change+6,593 (+49%)
Value$1.9M (+$642.8K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares19,961 from 15,258
Change+4,703 (+31%)
Value$1.9M (+$460.2K)
Filed 2026-11-05
Highland Financial Advisors, LLC
DECREASED
Shares19,930 from 20,291
Change-361 (-2%)
Value$1.9M (-$28.9K)
Filed 2026-10-19
Tenzing Financial LLC
INCREASED
Shares19,782 from 19,768
Change+14 (+0%)
Value$1.9M (-$45.1K)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
NEW
Shares19,375
Change+19,375
Value$1.9M
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares19,299 from 18,397
Change+902 (+5%)
Value$1.9M (+$92.9K)
Filed 2026-10-19
Philadelphia Trust Co
UNCHANGED
Shares19,249 from 19,249
Change0 (0%)
Value$1.9M (+$6.0K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares19,142 from 16,099
Change+3,043 (+19%)
Value$1.9M (+$299.6K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
DECREASED
Shares19,120 from 20,040
Change-920 (-5%)
Value$1.9M (-$83.1K)
Filed 2026-10-01
Tufton Capital Management
DECREASED
Shares19,030 from 19,067
Change-37 (0%)
Value$1.8K (-$1.8M)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares19,023 from 20,206
Change-1,183 (-6%)
Value$1.8M (-$108.5K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED
Shares18,983 from 18,983
Change0 (0%)
Value$1.8M (+$5.7K)
Filed 2026-11-05
Commerce Advisors, LLC
INCREASED
Shares18,953 from 18,770
Change+183 (+1%)
Value$1.8M (+$23.4K)
Filed 2026-10-19
Navigation Group, LLC
INCREASED
Shares18,772 from 16,893
Change+1,879 (+11%)
Value$1.8M (+$187.1K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares18,452 from 17,327
Change+1,125 (+6%)
Value$1.8M (+$114.3K)
Filed 2026-10-26
Fjell Capital, LLC
NEW
Shares18,451
Change+18,451
Value$1.8M
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares18,435 from 18,435
Change0 (0%)
Value$1.8M (+$5.5K)
Filed 2026-11-05
Curated Wealth Partners LLC
INCREASED
Shares18,377 from 14,880
Change+3,497 (+24%)
Value$1.8M (+$343.3K)
Filed 2026-10-15
Sima Wealth Partners, LLC
UNCHANGED
Shares18,320 from 18,320
Change0 (0%)
Value$1.8M (+$5.5K)
Filed 2026-10-19
Wlth Capital Management, LLC
DECREASED
Shares18,296 from 259,370
Change-241,074 (-93%)
Value$1.8M (-$23.3M)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares18,294 from 18,319
Change-25 (0%)
Value$1.8M (+$3.1K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares18,273 from 19,895
Change-1,622 (-8%)
Value$1.8M (-$192.7K)
Filed 2026-10-26
ETF Portfolio Partners, Inc.
UNCHANGED
Shares18,261 from 18,261
Change0 (0%)
Value$1.8M (+$5.5K)
Filed 2026-10-22
Howard Financial Services, Ltd.
DECREASED
Shares18,226 from 18,634
Change-408 (-2%)
Value$1.8M (-$33.9K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED
Shares18,160 from 15,983
Change+2,177 (+14%)
Value$1.8M (+$215.7K)
Filed 2026-10-09
LVZ, Inc.
DECREASED
Shares18,157 from 19,234
Change-1,077 (-6%)
Value$1.8M (-$98.6K)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares18,098 from 18,478
Change-380 (-2%)
Value$1.8M (-$31.3K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares18,060 from 17,406
Change+654 (+4%)
Value$1.8M (+$77.7K)
Filed 2026-10-30
Columbia Asset Management
INCREASED
Shares18,032 from 18,026
Change+6 (+0%)
Value$1.7M (+$6.0K)
Filed 2026-10-19
Coquina Private Wealth LLC
DECREASED
Shares18,008 from 18,190
Change-182 (-1%)
Value$1.7M (-$12.2K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED
Shares17,929 from 17,914
Change+15 (+0%)
Value$1.7M (+$6.8K)
Filed 2026-10-15
TFC Financial Management, Inc.
DECREASED
Shares17,927 from 18,092
Change-165 (-1%)
Value$1.7M (-$10.6K)
Filed 2026-10-26
Tower Trust & Investment Co
UNCHANGED
Shares17,890 from 17,890
Change0 (0%)
Value$1.7M (+$5.4K)
Filed 2026-10-28
Defined Wealth Management, LLC
INCREASED
Shares17,781 from 17,770
Change+11 (+0%)
Value$1.7M (+$6.4K)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares17,751 from 17,223
Change+528 (+3%)
Value$1.7M (+$56.3K)
Filed 2026-10-27
Seven Post Investment Office LP
DECREASED
Shares17,618 from 18,548
Change-930 (-5%)
Value$1.7M (-$84.5K)
Filed 2026-10-26
Hicks Capital Management LLC
UNCHANGED
Shares17,608 from 17,608
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-20
Bayban
UNCHANGED
Shares17,584 from 17,584
Change0 (0%)
Value$1.7M ($0)
Filed 2026-11-05
Focused Alpha, LLC
INCREASED
Shares17,450 from 15,586
Change+1,864 (+12%)
Value$1.7M (+$185.3K)
Filed 2026-10-20
Lincoln Capital LLC
UNCHANGED
Shares17,393 from 17,393
Change0 (0%)
Value$1.7M (+$9.0K)
Filed 2026-10-09
Boyum Wealth Architects LLC
DECREASED
Shares17,330 from 17,661
Change-331 (-2%)
Value$1.7M (-$16.9K)
Filed 2026-10-06
BAM Wealth Management, LLC
INCREASED
Shares17,196 from 16,795
Change+401 (+2%)
Value$1.7M (+$43.9K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
DECREASED
Shares17,180 from 17,333
Change-153 (-1%)
Value$1.7M (-$9.6K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares17,119 from 17,178
Change-59 (0%)
Value$1.7K (-$1.7M)
Filed 2026-10-22
Meyer Handelman Co
UNCHANGED
Shares17,101 from 17,101
Change0 (0%)
Value$1.7M (+$5.3K)
Filed 2026-10-28
Kooman & Associates
DECREASED
Shares17,028 from 17,366
Change-338 (-2%)
Value$1.6M (-$27.5K)
Filed 2026-10-21
West Bancorporation Inc
INCREASED
Shares16,930 from 14,920
Change+2,010 (+13%)
Value$1.6M (+$199.2K)
Filed 2026-10-29
Silverlake Wealth Management LLC
INCREASED
Shares16,903 from 10,992
Change+5,911 (+54%)
Value$1.6M (+$576.0K)
Filed 2026-10-21
Dana Investment Advisors, Inc.
UNCHANGED
Shares16,901 from 16,901
Change0 (0%)
Value$1.6M (+$5.1K)
Filed 2026-11-06
Paragon Capital Management Ltd
DECREASED
Shares16,896 from 17,015
Change-119 (-1%)
Value$1.6M (-$6.4K)
Filed 2026-10-09
Keystone Financial Group, Inc.
DECREASED
Shares16,797 from 16,856
Change-59 (0%)
Value$1.6M (-$669)
Filed 2026-10-13
Beacon Capital Management, LLC
INCREASED
Shares16,790 from 16,000
Change+790 (+5%)
Value$1.6M (+$81.3K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
DECREASED
Shares16,766 from 16,836
Change-70 (0%)
Value$1.6M (-$1.7K)
Filed 2026-10-07
Johnson Financial Group, LLC
DECREASED
Shares16,728 from 17,094
Change-366 (-2%)
Value$1.6M (-$30.3K)
Filed 2026-11-03
Forte Asset Management LLC
UNCHANGED
Shares16,677 from 16,677
Change0 (0%)
Value$1.6M (+$5.0K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
INCREASED
Shares16,307 from 16,104
Change+203 (+1%)
Value$1.6M (+$24.5K)
Filed 2026-10-07
Shelton Wealth Management, LLC
DECREASED
Shares16,218 from 16,375
Change-157 (-1%)
Value$1.6M (-$10.3K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
DECREASED
Shares16,025 from 17,932
Change-1,907 (-11%)
Value$1.6M (-$179.4K)
Filed 2026-10-15
Old Mission Investment Co LLC
DECREASED
Shares15,990 from 16,060
Change-70 (0%)
Value$1.5M (-$2.0K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
UNCHANGED
Shares15,923 from 15,923
Change0 (0%)
Value$1.5M (+$4.8K)
Filed 2026-11-02
Reflection Asset Management
UNCHANGED
Shares15,714 from 15,714
Change0 (0%)
Value$1.5M (+$4.7K)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares15,656 from 15,443
Change+213 (+1%)
Value$1.5M (+$25.3K)
Filed 2026-10-14
Aries Wealth Management
UNCHANGED
Shares15,639 from 15,639
Change0 (0%)
Value$1.5M (+$4.7K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
DECREASED
Shares15,635 from 16,051
Change-416 (-3%)
Value$1.5M (-$35.5K)
Filed 2026-10-26
Wealth Management Partners, LLC
DECREASED
Shares15,553 from 15,719
Change-166 (-1%)
Value$1.5M (-$11.4K)
Filed 2026-10-21
Parisi Gray Wealth Management
INCREASED
Shares15,534 from 15,395
Change+139 (+1%)
Value$1.5M (+$18.1K)
Filed 2026-10-16
Garde Capital, Inc.
UNCHANGED
Shares15,494 from 15,494
Change0 (0%)
Value$1.5M (+$4.6K)
Filed 2026-10-29
Tritonpoint Wealth, LLC
INCREASED
Shares15,445 from 14,555
Change+890 (+6%)
Value$1.5M (+$90.6K)
Filed 2026-10-19
Rubicon Advisors, GP
INCREASED
Shares15,416 from 12,882
Change+2,534 (+20%)
Value$1.5M (+$249.4K)
Filed 2026-10-23
Innovative Wealth Building LLC
DECREASED
Shares15,336 from 18,888
Change-3,552 (-19%)
Value$1.5M (-$338.4K)
Filed 2026-10-14
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares15,151 from 15,151
Change0 (0%)
Value$1.5M (+$4.5K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares15,115 from 13,901
Change+1,214 (+9%)
Value$1.5M (+$121.9K)
Filed 2026-10-08
Sepio Capital, LP
UNCHANGED
Shares15,092 from 15,092
Change0 (0%)
Value$1.5M (+$4.5K)
Filed 2026-10-22
Forza Wealth Management, LLC
UNCHANGED
Shares15,041 from 15,041
Change0 (0%)
Value$1.5M (+$4.5K)
Filed 2026-10-20
Penobscot Wealth Management
INCREASED
Shares15,024 from 13,670
Change+1,354 (+10%)
Value$1.5M (+$135.2K)
Filed 2026-10-21
Trilogy Capital Inc.
DECREASED
Shares14,989 from 14,993
Change-4 (0%)
Value$1.5M (+$4.1K)
Filed 2026-10-20
Denver PWM, LLC
DECREASED
Shares14,984 from 15,693
Change-709 (-5%)
Value$1.5M (-$136.3K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares14,910 from 18,288
Change-3,378 (-18%)
Value$1.4M (-$321.8K)
Filed 2026-11-04
Kendall Capital Management
DECREASED
Shares14,862 from 14,994
Change-132 (-1%)
Value$1.4M (-$8.3K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares14,764 from 12,265
Change+2,499 (+20%)
Value$1.4M (+$245.7K)
Filed 2026-10-14
Klaas Financial Asset Advisors, LLC
DECREASED
Shares14,753 from 14,858
Change-105 (-1%)
Value$1.4M (-$5.7K)
Filed 2026-10-19
Compass Ion Advisors, LLC
INCREASED
Shares14,750 from 13,915
Change+835 (+6%)
Value$1.4M (+$85.1K)
Filed 2026-10-23
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares14,720 from 14,720
Change0 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares14,716 from 14,859
Change-143 (-1%)
Value$1.4M (-$9.4K)
Filed 2026-10-13
Gryphon Financial Partners LLC
DECREASED
Shares14,662 from 15,155
Change-493 (-3%)
Value$1.4M (-$43.2K)
Filed 2026-11-04
Univest Financial Corp
DECREASED
Shares14,602 from 15,155
Change-553 (-4%)
Value$1.4M (-$49.0K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares14,557 from 14,557
Change0 (0%)
Value$1.4M (+$4.4K)
Filed 2026-11-03
Angeles Wealth Management, LLC
INCREASED
Shares14,527 from 13,497
Change+1,030 (+8%)
Value$1.4M (+$103.8K)
Filed 2026-10-26
Bear Mountain Capital, Inc.
INCREASED
Shares14,494 from 14,201
Change+293 (+2%)
Value$1.4M (+$23.2K)
Filed 2026-11-04
Reap Financial Group, LLC
DECREASED
Shares14,411 from 14,516
Change-105 (-1%)
Value$1.4M (-$5.8K)
Filed 2026-11-02
American State Bank (Iowa)
DECREASED
Shares14,405 from 14,705
Change-300 (-2%)
Value$1.4M (-$24.7K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
INCREASED
Shares14,399 from 14,095
Change+304 (+2%)
Value$1.4M (+$33.7K)
Filed 2026-10-09
Vann Equity Management LLC
INCREASED
Shares14,391 from 12,257
Change+2,134 (+17%)
Value$1.4M (+$210.4K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares14,384 from 9,370
Change+5,014 (+54%)
Value$1.4M (+$488.6K)
Filed 2026-10-14
W Advisors, LLC
DECREASED
Shares14,250 from 14,948
Change-698 (-5%)
Value$1.4M (-$63.1K)
Filed 2026-11-02
Fortune Financial Group, Inc.
DECREASED
Shares14,223 from 15,787
Change-1,564 (-10%)
Value$1.4M (-$146.7K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED
Shares14,054 from 9,965
Change+4,089 (+41%)
Value$1.4M (+$399.1K)
Filed 2026-10-15
MW Advisory, LLC
DECREASED
Shares14,001 from 15,793
Change-1,792 (-11%)
Value$1.4M (-$168.9K)
Filed 2026-10-19
Noble Family Wealth, LLC
INCREASED
Shares13,991 from 13,754
Change+237 (+2%)
Value$1.4M (+$27.1K)
Filed 2026-10-26
Watershed Private Wealth LLC
INCREASED
Shares13,967 from 13,794
Change+173 (+1%)
Value$1.4M (+$20.9K)
Filed 2026-10-30
TL Private Wealth
DECREASED
Shares13,899 from 13,926
Change-27 (0%)
Value$1.3M (-$14.2K)
Filed 2026-10-13
Great Point Wealth Advisors, LLC
DECREASED
Shares13,787 from 13,937
Change-150 (-1%)
Value$1.3M (-$10.4K)
Filed 2026-10-15
One Way Holdings LLC
INCREASED
Shares13,745 from 12,569
Change+1,176 (+9%)
Value$1.3M (+$117.7K)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares13,720 from 13,638
Change+82 (+1%)
Value$1.3M (+$12.0K)
Filed 2026-10-21
LWM Advisors Inc
INCREASED
Shares13,693 from 13,362
Change+331 (+2%)
Value$1.3M (+$36.1K)
Filed 2026-10-08
Romano Brothers and Company
DECREASED
Shares13,679 from 15,071
Change-1,392 (-9%)
Value$1.3M (-$130.3K)
Filed 2026-10-22
BlueSky Wealth Advisors, LLC
DECREASED
Shares13,667 from 13,960
Change-293 (-2%)
Value$1.3M (-$24.2K)
Filed 2026-10-29
Hill Island Financial LLC
UNCHANGED
Shares13,665 from 13,665
Change0 (0%)
Value$1.3M (+$4.1K)
Filed 2026-10-20
Noesis Capital Mangement Corp
DECREASED
Shares13,647 from 14,002
Change-355 (-3%)
Value$1.3M (-$30.2K)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
DECREASED
Shares13,636 from 14,015
Change-379 (-3%)
Value$1.3M (-$32.5K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
DECREASED
Shares13,633 from 13,734
Change-101 (-1%)
Value$1.3M (-$5.7K)
Filed 2026-10-20
Members Capital Advisors Inc
UNCHANGED
Shares13,583 from 13,583
Change0 (0%)
Value$1.3M (+$4.1K)
Filed 2026-10-26
Advisory Advocates, LLC
INCREASED
Shares13,550 from 10,685
Change+2,865 (+27%)
Value$1.3M (+$280.7K)
Filed 2026-11-05
Davidson Trust Co
INCREASED
Shares13,414 from 12,790
Change+624 (+5%)
Value$1.3M (+$64.3K)
Filed 2026-10-09
Burkett Asset Management Ltd
INCREASED
Shares13,372 from 12,532
Change+840 (+7%)
Value$1.3M (+$85.1K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
DECREASED
Shares13,320 from 13,520
Change-200 (-1%)
Value$1.3M (-$15.3K)
Filed 2026-10-09
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares13,317 from 18,193
Change-4,876 (-27%)
Value$1.3M (-$466.9K)
Filed 2026-10-19
MFA Wealth Services
INCREASED
Shares13,311 from 13,303
Change+8 (+0%)
Value$1.3M (+$4.7K)
Filed 2026-10-14
RDA Financial Network
INCREASED
Shares13,243 from 5,439
Change+7,804 (+143%)
Value$1.3M (+$757.7K)
Filed 2026-10-15
SwitchPoint Financial Planning, LLC
NEW
Shares13,240
Change+13,240
Value$1.3M
Filed 2026-11-02
KCM Investment Advisors LLC
INCREASED
Shares13,147 from 11,951
Change+1,196 (+10%)
Value$1.3M (+$119.5K)
Filed 2026-10-27
Hixon Zuercher, LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$1.3M (+$3.9K)
Filed 2026-10-13
Essex Bank
INCREASED
Shares13,092 from 12,411
Change+681 (+5%)
Value$1.3M (+$69.7K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares12,905 from 12,899
Change+6 (+0%)
Value$1.3M (+$4.5K)
Filed 2026-10-30
Finley Financial, LLC
UNCHANGED
Shares12,825 from 12,825
Change0 (0%)
Value$1.2M (-$8.1K)
Filed 2026-10-28
Breakwater Capital Group
DECREASED
Shares12,790 from 12,945
Change-155 (-1%)
Value$1.2M (-$11.2K)
Filed 2026-10-09
Two West Capital Advisors LLC
INCREASED
Shares12,761 from 9,493
Change+3,268 (+34%)
Value$1.2M (+$336.4K)
Filed 2026-10-15
HRC Wealth Management, LLC
INCREASED
Shares12,734 from 10,262
Change+2,472 (+24%)
Value$1.2M (+$242.6K)
Filed 2026-10-16
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares12,704 from 12,704
Change0 (0%)
Value$1.2M (+$3.8K)
Filed 2026-10-28
Bedminster, LLC
DECREASED
Shares12,606 from 12,861
Change-255 (-2%)
Value$1.2M (-$20.8K)
Filed 2026-11-04
KWB Wealth
DECREASED
Shares12,501 from 12,643
Change-142 (-1%)
Value$1.2M (-$10.0K)
Filed 2026-10-16
Tranquility Partners, LLC
DECREASED
Shares12,431 from 12,824
Change-393 (-3%)
Value$1.2M (-$34.2K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED
Shares12,398 from 12,299
Change+99 (+1%)
Value$1.2M (+$13.3K)
Filed 2026-10-21
Catalyst Private Wealth, LLC
UNCHANGED
Shares12,211 from 12,211
Change0 (0%)
Value$1.2M (+$3.7K)
Filed 2026-10-13
Truefg, LLC
INCREASED
Shares11,994 from 11,798
Change+196 (+2%)
Value$1.2M (+$22.6K)
Filed 2026-10-15
Foundry Financial LLC
INCREASED
Shares11,976 from 8,534
Change+3,442 (+40%)
Value$1.2M (+$336.1K)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares11,942 from 11,284
Change+658 (+6%)
Value$1.2M (+$67.1K)
Filed 2026-11-04
Carnegie Investment Counsel
INCREASED
Shares11,856 from 10,280
Change+1,576 (+15%)
Value$1.1M (+$155.8K)
Filed 2026-10-20
Realta Investment Advisors
DECREASED
Shares11,792 from 12,092
Change-300 (-2%)
Value$1.1M (-$25.4K)
Filed 2026-10-14
Presilium Private Wealth, LLC
UNCHANGED
Shares11,771 from 11,771
Change0 (0%)
Value$1.1M (+$3.5K)
Filed 2026-10-26
Clark Asset Management, LLC
DECREASED
Shares11,715 from 12,240
Change-525 (-4%)
Value$1.1M (-$47.2K)
Filed 2026-10-19
William John Sempolinski
INCREASED
Shares11,655 from 8,660
Change+2,995 (+35%)
Value$1.1M (+$292.8K)
Filed 2026-10-20
DBK Financial Counsel, LLC
UNCHANGED
Shares11,631 from 11,631
Change0 (0%)
Value$1.1M (+$3.5K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
DECREASED
Shares11,592 from 11,659
Change-67 (-1%)
Value$1.1M (-$3.0K)
Filed 2026-10-13
K2 Financial Inc.
DECREASED
Shares11,556 from 11,872
Change-316 (-3%)
Value$1.1M (-$55.7K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares11,548 from 11,484
Change+64 (+1%)
Value$1.1M (+$9.6K)
Filed 2026-10-07
Value Investment Professionals, LLC
DECREASED
Shares11,539 from 11,579
Change-40 (0%)
Value$1.1M (-$402)
Filed 2026-10-13
Matauro, LLC
DECREASED
Shares11,461 from 22,778
Change-11,317 (-50%)
Value$1.1M (-$1.1M)
Filed 2026-11-03
Evensky & Katz LLC
DECREASED
Shares11,414 from 12,152
Change-738 (-6%)
Value$1.1K (-$1.2M)
Filed 2026-10-27
Procyon Advisors, LLC
INCREASED
Shares11,379 from 7,190
Change+4,189 (+58%)
Value$1.1M (+$408.1K)
Filed 2026-10-21
Beacon Financial Advisory LLC
DECREASED
Shares11,375 from 12,378
Change-1,003 (-8%)
Value$1.1M (-$93.5K)
Filed 2026-10-16
Kelleher Financial Advisors
DECREASED
Shares11,321 from 20,442
Change-9,121 (-45%)
Value$1.1M (-$877.5K)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares11,258 from 8,742
Change+2,516 (+29%)
Value$1.1M (+$246.4K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares11,173 from 8,409
Change+2,764 (+33%)
Value$1.1M (+$270.3K)
Filed 2026-10-29
Shayne & Jacobs, LLC
DECREASED
Shares11,049 from 11,169
Change-120 (-1%)
Value$1.1M (-$8.3K)
Filed 2026-10-21
Holland Advisory Services, Inc.
DECREASED
Shares11,005 from 11,016
Change-11 (0%)
Value$1.1M (+$2.2K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
DECREASED
Shares10,890 from 10,971
Change-81 (-1%)
Value$1.1M (-$4.6K)
Filed 2026-10-22
Abacus Planning Group, Inc.
INCREASED
Shares10,848 from 4,445
Change+6,403 (+144%)
Value$1.1M (+$621.7K)
Filed 2026-11-02
Elevatus Welath Management
INCREASED
Shares10,845 from 10,436
Change+409 (+4%)
Value$1.1M (+$42.8K)
Filed 2026-10-19
Columbus Macro, LLC
DECREASED
Shares10,843 from 10,862
Change-19 (0%)
Value$1.1M (+$1.4K)
Filed 2026-10-14
Victory Financial Group, LLC
INCREASED
Shares10,768 from 10,021
Change+747 (+7%)
Value$1.0M (+$75.4K)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares10,709 from 9,297
Change+1,412 (+15%)
Value$1.0M (+$139.6K)
Filed 2026-10-21
AMI Investment Management Inc
NEW
Shares10,623
Change+10,623
Value$1.0M
Filed 2026-10-27
Saxon Interests, Inc.
DECREASED
Shares10,606 from 15,664
Change-5,058 (-32%)
Value$1.0M (-$485.3K)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares10,425 from 10,425
Change0 (0%)
Value$1.0M (+$3.1K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares10,421 from 10,697
Change-276 (-3%)
Value$1.0M (-$23.6K)
Filed 2026-10-19
Kwmg, LLC
DECREASED
Shares10,366 from 10,559
Change-193 (-2%)
Value$1.0M (-$15.5K)
Filed 2026-10-07
Petros Family Wealth, LLC
DECREASED
Shares10,272 from 12,153
Change-1,881 (-15%)
Value$995.2K (-$178.6K)
Filed 2026-10-28
Financial Security Advisor, Inc.
UNCHANGED
Shares10,240 from 10,240
Change0 (0%)
Value$992.1K (+$3.1K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED
Shares10,221 from 9,995
Change+226 (+2%)
Value$990.2K (+$24.9K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares10,089 from 9,955
Change+134 (+1%)
Value$977.4K (+$16.0K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares10,079 from 10,052
Change+27 (+0%)
Value$976.4K (+$5.6K)
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED
Shares10,061 from 10,013
Change+48 (+0%)
Value$974.7K (+$7.7K)
Filed 2026-10-26
Gainline Financial Partners, LLC
INCREASED
Shares10,058 from 9,362
Change+696 (+7%)
Value$974.4K (+$70.2K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares10,016 from 9,700
Change+316 (+3%)
Value$970.4K (+$33.6K)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares9,973 from 10,053
Change-80 (-1%)
Value$966.2K (-$4.7K)
Filed 2026-10-05
Sutton Place Investors LLC
INCREASED
Shares9,917 from 9,327
Change+590 (+6%)
Value$960.7K (+$60.0K)
Filed 2026-10-20
Community Trust & Investment Co
DECREASED
Shares9,862 from 10,880
Change-1,018 (-9%)
Value$955.4K (-$95.4K)
Filed 2026-10-15
Human Investing LLC
INCREASED
Shares9,842 from 9,744
Change+98 (+1%)
Value$953.5K (+$12.4K)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares9,836 from 9,836
Change0 (0%)
Value$952.9K (+$3.0K)
Filed 2026-10-28
Uniting Wealth Partners, LLC
INCREASED
Shares9,834 from 4,434
Change+5,400 (+122%)
Value$952.7K (+$524.5K)
Filed 2026-11-06
Harbor Group, Inc.
DECREASED
Shares9,816 from 10,621
Change-805 (-8%)
Value$951.0K (-$74.8K)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares9,730
Change+9,730
Value$942.7K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares9,730 from 9,013
Change+717 (+8%)
Value$942.7K (+$72.2K)
Filed 2026-10-14
Avaii Wealth Management, LLC
INCREASED
Shares9,641 from 7,000
Change+2,641 (+38%)
Value$935.3K (+$259.2K)
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares9,605 from 8,673
Change+932 (+11%)
Value$930.5K (+$92.9K)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares9,542 from 9,379
Change+163 (+2%)
Value$924.4K (+$18.6K)
Filed 2026-10-27
RCS Financial Planning, LLC
INCREASED
Shares9,528 from 9,526
Change+2 (+0%)
Value$923.1K (+$3.1K)
Filed 2026-10-14
Investment Research Partners LLC
DECREASED
Shares9,494 from 9,549
Change-55 (-1%)
Value$919.7K (-$2.5K)
Filed 2026-10-19
Bestgate Wealth Advisors, LLC
DECREASED
Shares9,471 from 14,965
Change-5,494 (-37%)
Value$917.5K (-$527.8K)
Filed 2026-10-13
Clearwave Capital, LLC
UNCHANGED
Shares9,451 from 9,451
Change0 (0%)
Value$915.6K (+$2.8K)
Filed 2026-10-27
Legacy Advisors, LLC
INCREASED
Shares9,439 from 6,590
Change+2,849 (+43%)
Value$914.4K (+$278.0K)
Filed 2026-10-19
Quantify Chaos Advisors, LLC
DECREASED
Shares9,426 from 9,437
Change-11 (0%)
Value$913.2K (+$1.8K)
Filed 2026-11-04
RHS Financial, LLC
INCREASED
Shares9,413 from 7,264
Change+2,149 (+30%)
Value$912.0K (+$210.4K)
Filed 2026-10-13
Clear Trail Advisors, LLC
DECREASED
Shares9,394 from 11,316
Change-1,922 (-17%)
Value$910.1K (-$182.8K)
Filed 2026-10-20
Lazari Capital Management, Inc.
UNCHANGED
Shares9,352 from 9,352
Change0 (0%)
Value$906.0K (+$2.8K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
DECREASED
Shares9,340 from 9,750
Change-410 (-4%)
Value$904.9K (-$36.8K)
Filed 2026-10-20
Financial Perspectives, Inc
INCREASED
Shares9,322 from 8,872
Change+450 (+5%)
Value$903.1K (+$46.3K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares9,273 from 8,916
Change+357 (+4%)
Value$898.4K (+$37.3K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares9,167 from 4,323
Change+4,844 (+112%)
Value$888.1K (+$470.6K)
Filed 2026-10-05
Partners Wealth Management, LLC
NEW
Shares9,075
Change+9,075
Value$879.2K
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares9,048 from 9,191
Change-143 (-2%)
Value$876.6K (-$11.1K)
Filed 2026-11-03
River Street Advisors LLC
INCREASED
Shares9,034 from 8,866
Change+168 (+2%)
Value$875.2K (+$18.9K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
DECREASED
Shares9,013 from 9,122
Change-109 (-1%)
Value$873.2K (-$7.8K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares8,999 from 8,834
Change+165 (+2%)
Value$871.8K (+$20.8K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares8,993 from 9,242
Change-249 (-3%)
Value$871.2K (-$21.4K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares8,964 from 8,720
Change+244 (+3%)
Value$868.4K (+$26.2K)
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares8,947 from 3,267
Change+5,680 (+174%)
Value$860.7K (+$545.2K)
Filed 2026-10-20
Live Oak Private Wealth LLC
INCREASED
Shares8,944 from 8,943
Change+1 (+0%)
Value$866.5K (+$2.8K)
Filed 2026-11-02
First National Bank Sioux Falls
DECREASED
Shares8,924 from 9,351
Change-427 (-5%)
Value$864.6K (-$34.8K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares8,913 from 11,413
Change-2,500 (-22%)
Value$863.5K (-$238.8K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
INCREASED
Shares8,895 from 8,545
Change+350 (+4%)
Value$861.7K (+$36.5K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares8,881 from 4,972
Change+3,909 (+79%)
Value$860.4K (+$380.2K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED
Shares8,867 from 9,509
Change-642 (-7%)
Value$859.0K (-$59.3K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,851 from 7,955
Change+896 (+11%)
Value$857.5K (+$89.2K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
DECREASED
Shares8,807 from 11,631
Change-2,824 (-24%)
Value$853.2K (-$270.1K)
Filed 2026-10-16
Occidental Asset Management, LLC
DECREASED
Shares8,750 from 11,071
Change-2,321 (-21%)
Value$847.7K (-$221.5K)
Filed 2026-11-05
G&S Capital LLC
INCREASED
Shares8,638 from 8,628
Change+10 (+0%)
Value$836.8K (+$3.6K)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares8,594 from 8,593
Change+1 (+0%)
Value$832.6K (+$2.7K)
Filed 2026-11-05
Global View Capital Management LLC
DECREASED
Shares8,536 from 11,332
Change-2,796 (-25%)
Value$827.0K (-$267.5K)
Filed 2026-10-28
Fulcrum Capital LLC
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$825.4K (+$2.6K)
Filed 2026-10-15
Dudley Capital Management, LLC
UNCHANGED
Shares8,502 from 8,502
Change0 (0%)
Value$823.7K (+$2.6K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares8,421 from 8,366
Change+55 (+1%)
Value$815.8K (+$7.8K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
DECREASED
Shares8,396 from 9,033
Change-637 (-7%)
Value$813.4K (-$59.0K)
Filed 2026-10-30
Beaumont Asset Management, L.L.C.
INCREASED
Shares8,354 from 8,334
Change+20 (+0%)
Value$809.3K (+$4.4K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares8,350 from 8,199
Change+151 (+2%)
Value$809.0K (+$17.1K)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares8,336 from 8,656
Change-320 (-4%)
Value$807.6K (-$28.4K)
Filed 2026-10-29
Aviso Wealth Management
DECREASED
Shares8,331 from 8,488
Change-157 (-2%)
Value$807.1K (-$12.8K)
Filed 2026-11-04
Rare Wolf Capital LLC
INCREASED
Shares8,315 from 8,253
Change+62 (+1%)
Value$805.5K (+$8.5K)
Filed 2026-10-20
Keener Financial Planning LLC
INCREASED
Shares8,310 from 7,251
Change+1,059 (+15%)
Value$805.1K (+$105.1K)
Filed 2026-11-06
Old Second National Bank of Aurora
DECREASED
Shares8,304 from 10,984
Change-2,680 (-24%)
Value$804.5K (-$256.3K)
Filed 2026-10-22
Sageworth Trust Co
UNCHANGED
Shares8,294 from 8,294
Change0 (0%)
Value$803.5K (+$2.5K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
INCREASED
Shares8,283 from 8,231
Change+52 (+1%)
Value$802.5K (+$7.5K)
Filed 2026-10-21
KDK Private Wealth Management, LLC
DECREASED
Shares8,267 from 8,290
Change-23 (0%)
Value$801.0K (+$259)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares8,188 from 8,188
Change0 (0%)
Value$793.3K (+$2.5K)
Filed 2026-11-04
Community Financial Services Group, LLC
INCREASED
Shares8,181 from 4,998
Change+3,183 (+64%)
Value$785.0K (+$304.8K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares8,170 from 7,857
Change+313 (+4%)
Value$791.5K (+$32.7K)
Filed 2026-10-22
Evermay Wealth Management LLC
INCREASED
Shares8,086 from 7,627
Change+459 (+6%)
Value$783.4K (+$46.8K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
INCREASED
Shares8,053 from 7,935
Change+118 (+1%)
Value$780.2K (+$13.8K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
INCREASED
Shares8,049 from 7,034
Change+1,015 (+14%)
Value$779.8K (+$100.4K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
DECREASED
Shares8,047 from 8,295
Change-248 (-3%)
Value$779.6K (-$21.5K)
Filed 2026-11-04
Selective Wealth Management, Inc.
DECREASED
Shares8,032 from 8,191
Change-159 (-2%)
Value$776.0K (-$12.4K)
Filed 2026-10-16
First Citizens Financial Corp
DECREASED
Shares8,029 from 8,126
Change-97 (-1%)
Value$777.8K (-$7.0K)
Filed 2026-10-02
CGN Advisors LLC
INCREASED
Shares8,015 from 6,752
Change+1,263 (+19%)
Value$776.5K (+$124.4K)
Filed 2026-10-21
Nichols & Pratt Advisers LLP
INCREASED
Shares8,011 from 7,000
Change+1,011 (+14%)
Value$768.7K (+$92.6K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares8,006 from 8,486
Change-480 (-6%)
Value$775.6K (-$44.0K)
Filed 2026-10-29
Equitable Trust Co
INCREASED
Shares7,931 from 7,839
Change+92 (+1%)
Value$768.4K (+$11.3K)
Filed 2026-10-13
CPC Advisors, LLC
INCREASED
Shares7,896 from 7,379
Change+517 (+7%)
Value$765.0K (+$52.3K)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares7,778 from 7,530
Change+248 (+3%)
Value$753.5K (+$26.3K)
Filed 2026-10-23
Kingsman Wealth Management, Inc.
UNCHANGED
Shares7,748 from 7,748
Change0 (0%)
Value$750.6K (+$2.3K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
DECREASED
Shares7,721 from 11,342
Change-3,621 (-32%)
Value$748.0K (-$347.4K)
Filed 2026-10-16
Inscription Capital, LLC
UNCHANGED
Shares7,718 from 7,718
Change0 (0%)
Value$747.7K (+$2.3K)
Filed 2026-11-02
Peoples Bank
DECREASED
Shares7,700 from 8,914
Change-1,214 (-14%)
Value$746.0K (-$114.9K)
Filed 2026-10-26
CRA Financial Services, LLC
DECREASED
Shares7,679 from 7,975
Change-296 (-4%)
Value$744.0K (-$26.3K)
Filed 2026-10-16
tru Independence LLC
DECREASED
Shares7,614 from 7,637
Change-23 (0%)
Value$737.6K (+$20)
Filed 2026-10-20
Childress Capital Advisors, LLC
UNCHANGED
Shares7,613 from 7,613
Change0 (0%)
Value$737.5K (+$2.3K)
Filed 2026-10-28
Key FInancial Inc
DECREASED
Shares7,610 from 7,953
Change-343 (-4%)
Value$737.3K (-$30.9K)
Filed 2026-11-02
Impact Capital Partners LLC
INCREASED
Shares7,564 from 7,399
Change+165 (+2%)
Value$732.8K (+$18.2K)
Filed 2026-10-22
Traynor Capital Management, Inc.
DECREASED
Shares7,529 from 7,693
Change-164 (-2%)
Value$729.4K (-$13.6K)
Filed 2026-10-29
Oath Planning, LLC
INCREASED
Shares7,501 from 7,499
Change+2 (+0%)
Value$726.7K (+$2.4K)
Filed 2026-10-20
AM Investment Strategies LLC
INCREASED
Shares7,466 from 7,363
Change+103 (+1%)
Value$723.0K (+$722.3K)
Filed 2026-11-05
Optima Capital LLC
DECREASED
Shares7,465 from 7,816
Change-351 (-4%)
Value$723.2K (-$31.7K)
Filed 2026-10-29
Voisard Asset Management Group, Inc.
UNCHANGED
Shares7,449 from 7,449
Change0 (0%)
Value$721.7K (+$2.2K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares7,409 from 722
Change+6,687 (+926%)
Value$717.8K (+$648.1K)
Filed 2026-10-15
Sonata Capital Group Inc
INCREASED
Shares7,401 from 6,021
Change+1,380 (+23%)
Value$717.0K (+$135.5K)
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares7,399 from 7,284
Change+115 (+2%)
Value$716.8K (+$13.3K)
Filed 2026-10-06
My Personal CFO, LLC
UNCHANGED
Shares7,385 from 7,385
Change0 (0%)
Value$715.4K (+$2.2K)
Filed 2026-10-14
Lyell Wealth Management, LP
INCREASED
Shares7,284 from 6,764
Change+520 (+8%)
Value$705.7K (+$52.4K)
Filed 2026-10-30
Park National Corp
DECREASED
Shares7,245 from 9,189
Change-1,944 (-21%)
Value$701.9K (-$185.6K)
Filed 2026-10-05
Legacy Private Trust Co.
DECREASED
Shares7,236 from 7,286
Change-50 (-1%)
Value$701.0K (-$2.7K)
Filed 2026-10-06
Oak Grove Capital LLC
UNCHANGED
Shares7,236 from 7,236
Change0 (0%)
Value$701.0K (+$2.2K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
DECREASED
Shares7,165 from 16,000
Change-8,835 (-55%)
Value$694.1K (-$851.1K)
Filed 2026-10-27
Armstrong, Fleming & Moore, Inc
DECREASED
Shares7,158 from 7,666
Change-508 (-7%)
Value$693.4K (-$46.9K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares7,116 from 6,811
Change+305 (+4%)
Value$689.4K (+$31.6K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
DECREASED
Shares7,096 from 8,090
Change-994 (-12%)
Value$687.4K (-$93.9K)
Filed 2026-11-04
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares7,035 from 7,035
Change0 (0%)
Value$681.6K (+$2.1K)
Filed 2026-10-19
International Private Wealth Advisors LLC
INCREASED
Shares7,023 from 6,001
Change+1,022 (+17%)
Value$680.4K (+$100.8K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares6,985 from 5,621
Change+1,364 (+24%)
Value$676.8K (+$133.9K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
INCREASED
Shares6,981 from 3,945
Change+3,036 (+77%)
Value$672.3K (+$291.3K)
Filed 2026-11-03
Centennial Wealth Advisory LLC
INCREASED
Shares6,972 from 5,083
Change+1,889 (+37%)
Value$675.5K (+$184.5K)
Filed 2026-10-16
Smith Thornton Advisors LLC
DECREASED
Shares6,969 from 7,120
Change-151 (-2%)
Value$675.2K (-$9.4K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares6,958 from 6,958
Change0 (0%)
Value$674.1K (+$2.1K)
Filed 2026-11-05
Barrett & Company, Inc.
DECREASED
Shares6,951 from 9,351
Change-2,400 (-26%)
Value$673.4K (-$229.7K)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares6,936 from 6,936
Change0 (0%)
Value$672.0K (+$2.1K)
Filed 2026-10-23
Gray Private Wealth, LLC
INCREASED
Shares6,898 from 6,477
Change+421 (+7%)
Value$668.3K (+$42.7K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares6,885 from 5,971
Change+914 (+15%)
Value$667.0K (+$90.3K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares6,881 from 6,881
Change0 (0%)
Value$666.6K (+$2.1K)
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares6,860 from 6,880
Change-20 (0%)
Value$664.6K (+$84)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares6,853 from 6,756
Change+97 (+1%)
Value$663.9K (+$11.4K)
Filed 2026-10-08
Lynx Investment Advisory
UNCHANGED
Shares6,848 from 6,848
Change0 (0%)
Value$663.5K (+$2.1K)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
INCREASED
Shares6,816 from 5,719
Change+1,097 (+19%)
Value$660.3K (+$108.0K)
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares6,812 from 6,887
Change-75 (-1%)
Value$659.9K (-$5.2K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
INCREASED
Shares6,781 from 6,723
Change+58 (+1%)
Value$657.0K (+$7.6K)
Filed 2026-10-07
Cpwa, LLC
INCREASED
Shares6,718 from 5,163
Change+1,555 (+30%)
Value$646.1K (+$147.5K)
Filed 2026-11-04
Kennebec Savings Bank
DECREASED
Shares6,710 from 6,720
Change-10 (0%)
Value$650.1K (+$1.0K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,692 from 6,499
Change+193 (+3%)
Value$648.4K (+$20.6K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares6,686 from 4,553
Change+2,133 (+47%)
Value$647.7K (+$208.0K)
Filed 2026-10-19
Argentarii, LLC
UNCHANGED
Shares6,649 from 6,649
Change0 (0%)
Value$644.2K (-$24.9K)
Filed 2026-10-28
Trust Co of the South
INCREASED
Shares6,645 from 5,783
Change+862 (+15%)
Value$643.8K (+$85.2K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares6,632 from 2,872
Change+3,760 (+131%)
Value$636.4K (+$358.1K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares6,620 from 6,640
Change-20 (0%)
Value$641.3K (+$55)
Filed 2026-10-01
Compass Financial Services Inc
DECREASED
Shares6,618 from 7,737
Change-1,119 (-14%)
Value$641.2K (-$106.1K)
Filed 2026-11-06
Centurion Wealth Management LLC
INCREASED
Shares6,591 from 6,512
Change+79 (+1%)
Value$638.5K (+$9.6K)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares6,529 from 6,573
Change-44 (-1%)
Value$632.5K (-$2.3K)
Filed 2026-10-29
Echo45 Advisors LLC
NEW
Shares6,493
Change+6,493
Value$629.1K
Filed 2026-10-07
Boston Trust Walden Corp
DECREASED
Shares6,455 from 6,612
Change-157 (-2%)
Value$625.4K (-$13.2K)
Filed 2026-10-30
Appleton Partners Inc
INCREASED
Shares6,413 from 5,794
Change+619 (+11%)
Value$621 (-$559.4K)
Filed 2026-10-30
Sachem Hill LLC
DECREASED
Shares6,399 from 6,993
Change-594 (-8%)
Value$620.0K (-$55.4K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
DECREASED
Shares6,390 from 6,395
Change-5 (0%)
Value$619.2K (+$1.4K)
Filed 2026-10-07
Wealth Effects LLC
UNCHANGED
Shares6,387 from 6,387
Change0 (0%)
Value$618.8K (+$1.9K)
Filed 2026-10-23
Citizens National Bank Trust Department
DECREASED
Shares6,357 from 6,377
Change-20 (0%)
Value$615.9K (-$25)
Filed 2026-11-04
Keudell ison Wealth Management
UNCHANGED
Shares6,352 from 6,352
Change0 (0%)
Value$615.4K (+$1.9K)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares6,312 from 6,188
Change+124 (+2%)
Value$611.5K (+$13.9K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
DECREASED
Shares6,297 from 6,409
Change-112 (-2%)
Value$610.1K (-$8.9K)
Filed 2026-11-03
True North Advisors, LLC
INCREASED
Shares6,282 from 3,263
Change+3,019 (+93%)
Value$608.6K (+$293.5K)
Filed 2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED
Shares6,272 from 6,272
Change0 (0%)
Value$607.6K (+$1.9K)
Filed 2026-10-21
Next Level Wealth Planning, LLC
INCREASED
Shares6,261 from 5,974
Change+287 (+5%)
Value$606.6K (+$29.6K)
Filed 2026-10-29
J.Safra Asset Management Corp
UNCHANGED
Shares6,239 from 6,239
Change0 (0%)
Value$604.4K (+$1.9K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
INCREASED
Shares6,237 from 5,868
Change+369 (+6%)
Value$604.2K (+$37.5K)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares6,232 from 6,139
Change+93 (+2%)
Value$603.8K (+$10.9K)
Filed 2026-10-16
Ironwood Financial, llc
DECREASED
Shares6,221 from 6,274
Change-53 (-1%)
Value$602.7K (-$554)
Filed 2026-10-20
Northbridge Financial Group, LLC
DECREASED
Shares6,196 from 7,317
Change-1,121 (-15%)
Value$602.5K (-$104.1K)
Filed 2026-11-05
EPG Wealth Management LLC
UNCHANGED
Shares6,137 from 6,137
Change0 (0%)
Value$594.6K (+$1.8K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
INCREASED
Shares6,115 from 3,110
Change+3,005 (+97%)
Value$592.4K (+$292.1K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares6,083 from 3,528
Change+2,555 (+72%)
Value$589.3K (+$248.6K)
Filed 2026-10-22
Cardinal Strategic Wealth Guidance
INCREASED
Shares6,078 from 4,427
Change+1,651 (+37%)
Value$588.8K (+$161.3K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares6,051
Change+6,051
Value$586.2K
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares6,011 from 5,980
Change+31 (+1%)
Value$582.3K (+$4.7K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares6,010 from 6,276
Change-266 (-4%)
Value$582.3K (-$23.8K)
Filed 2026-11-02
Sunpointe, LLC
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$578.9K (+$1.8K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares5,946 from 6,455
Change-509 (-8%)
Value$576.0K (-$47.4K)
Filed 2026-11-03
Invested Advisors
UNCHANGED
Shares5,919 from 5,919
Change0 (0%)
Value$573.4K (+$1.8K)
Filed 2026-10-23
Riverwater Partners LLC
DECREASED
Shares5,895 from 6,238
Change-343 (-5%)
Value$571.1K (-$31.4K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares5,887 from 5,887
Change0 (0%)
Value$570.4K (+$1.8K)
Filed 2026-10-26
Stonekeep Investments, LLC
UNCHANGED
Shares5,866 from 5,866
Change0 (0%)
Value$568.3K (+$567.8K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
INCREASED
Shares5,860 from 5,719
Change+141 (+2%)
Value$567.7K (+$15.3K)
Filed 2026-10-21
MBA Advisors LLC
UNCHANGED
Shares5,811 from 5,811
Change0 (0%)
Value$563.0K (+$1.7K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares5,808 from 3,958
Change+1,850 (+47%)
Value$562.7K (+$180.4K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,803 from 6,829
Change-1,026 (-15%)
Value$562.2K (-$97.4K)
Filed 2026-10-19
KFG LLC
NEW
Shares5,778
Change+5,778
Value$559.8K
Filed 2026-11-02
Pearl Planning LLC
INCREASED
Shares5,769 from 5,569
Change+200 (+4%)
Value$558.9K (+$21.0K)
Filed 2026-10-13
Oarsman Capital, Inc.
INCREASED
Shares5,762 from 5,515
Change+247 (+4%)
Value$558.2K (+$25.6K)
Filed 2026-11-05
Trust Co
INCREASED
Shares5,720 from 5,663
Change+57 (+1%)
Value$554.1K (+$7.2K)
Filed 2026-10-09
TrustBank
UNCHANGED
Shares5,715 from 5,715
Change0 (0%)
Value$553.7K (+$1.7K)
Filed 2026-10-20
Berkeley, Inc
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$551.5K (+$1.7K)
Filed 2026-10-20
Envision Financial LLC
DECREASED
Shares5,682 from 23,331
Change-17,649 (-76%)
Value$408.8K (-$1.8M)
Filed 2026-10-15
Burney Co/
DECREASED
Shares5,675 from 5,947
Change-272 (-5%)
Value$549.8K (-$24.6K)
Filed 2026-10-15
Northern Lights Advisors, Inc.
UNCHANGED
Shares5,659 from 5,659
Change0 (0%)
Value$548.2K (+$1.7K)
Filed 2026-10-21
Eagle Wealth Strategies LLC
DECREASED
Shares5,646 from 5,960
Change-314 (-5%)
Value$546.9K (-$28.7K)
Filed 2026-10-20
Inlet Private Wealth, LLC
UNCHANGED
Shares5,634 from 5,634
Change0 (0%)
Value$545.8K (+$1.7K)
Filed 2026-10-21
Pictet Asset Management Holding SA
NEW
Shares5,622
Change+5,622
Value$544.7K
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares5,621 from 4,943
Change+678 (+14%)
Value$544.5K (+$67.2K)
Filed 2026-11-03
Accredited Investor Services, LLC
UNCHANGED
Shares5,609 from 5,609
Change0 (0%)
Value$543.4K (+$1.7K)
Filed 2026-10-22
Sensible Money, LLC
INCREASED
Shares5,607 from 5,532
Change+75 (+1%)
Value$543.2K (+$8.9K)
Filed 2026-10-20
Townsend Asset Management Corp
UNCHANGED
Shares5,594 from 5,594
Change0 (0%)
Value$541.9K (+$1.7K)
Filed 2026-10-29
Verum Partners LLC
DECREASED
Shares5,575 from 5,721
Change-146 (-3%)
Value$540.1K (-$12.4K)
Filed 2026-10-21
Richardson Financial Services Inc.
INCREASED
Shares5,564 from 5,429
Change+135 (+2%)
Value$539.0K (+$14.7K)
Filed 2026-10-30
Sage Capital Management, LLC
UNCHANGED
Shares5,560 from 5,560
Change0 (0%)
Value$539.0K (+$1.7K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
DECREASED
Shares5,530 from 6,137
Change-607 (-10%)
Value$535.7K (-$57.0K)
Filed 2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED
Shares5,528 from 3,334
Change+2,194 (+66%)
Value$530.0K (+$207.5K)
Filed 2026-10-13
Uptown Financial Advisors LLC
INCREASED
Shares5,471 from 4,722
Change+749 (+16%)
Value$530.1K (+$74.0K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
DECREASED
Shares5,469 from 7,702
Change-2,233 (-29%)
Value$529.8K (-$214.0K)
Filed 2026-10-13
Shade Tree Advisors LLC
UNCHANGED
Shares5,469 from 5,469
Change0 (0%)
Value$529.8K (+$1.6K)
Filed 2026-10-22
Atlatl Advisers LLC
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$529.5K (+$1.6K)
Filed 2026-10-22
Lantern Wealth Advisors, LLC
DECREASED
Shares5,444 from 5,497
Change-53 (-1%)
Value$527.4K (-$3.5K)
Filed 2026-10-22
DB&C Advisors, LLC
DECREASED
Shares5,401 from 5,487
Change-86 (-2%)
Value$523.2K (-$6.7K)
Filed 2026-10-26
CPA Asset Management Group, LLC
DECREASED
Shares5,382 from 5,427
Change-45 (-1%)
Value$521.4K (-$2.7K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
INCREASED
Shares5,380 from 5,188
Change+192 (+4%)
Value$521.3K (+$20.2K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
INCREASED
Shares5,357 from 5,208
Change+149 (+3%)
Value$519.0K (+$16.0K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares5,316 from 12,494
Change-7,178 (-57%)
Value$515.0K (-$691.7K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
INCREASED
Shares5,249 from 5,116
Change+133 (+3%)
Value$508.5K (+$14.4K)
Filed 2026-10-05
Synergy Asset Management, LLC
INCREASED
Shares5,240 from 4,845
Change+395 (+8%)
Value$507.7K (+$39.7K)
Filed 2026-11-05
Hengehold Capital Management LLC
INCREASED
Shares5,227 from 4,052
Change+1,175 (+29%)
Value$506.4K (+$115.0K)
Filed 2026-10-16
MontVue Capital Management, Inc.
UNCHANGED
Shares5,226 from 5,226
Change0 (0%)
Value$506.3K (+$1.6K)
Filed 2026-10-19
StrongBox Wealth, LLC
DECREASED
Shares5,218 from 5,386
Change-168 (-3%)
Value$505.5K (-$14.7K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares5,212 from 5,295
Change-83 (-2%)
Value$505.0K (-$6.5K)
Filed 2026-10-08
Thayer Financial, L.L.C.
DECREASED
Shares5,210 from 6,154
Change-944 (-15%)
Value$499.9K (-$94.5K)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares5,207 from 4,799
Change+408 (+9%)
Value$504.5K (+$41.0K)
Filed 2026-11-03
S.E.E.D. Planning Group LLC
NEW
Shares5,174
Change+5,174
Value$501.3K
Filed 2026-10-07
Foguth Wealth Management, Llc.
INCREASED
Shares5,162 from 4,525
Change+637 (+14%)
Value$498.3K (+$65.8K)
Filed 2026-10-19
Covenant Asset Management, LLC
NEW
Shares5,152
Change+5,152
Value$499.1K
Filed 2026-10-14
Financial Management Professionals, Inc.
DECREASED
Shares5,139 from 5,315
Change-176 (-3%)
Value$497.9K (-$15.5K)
Filed 2026-10-23
Fairman Group, LLC
UNCHANGED
Shares5,119 from 5,119
Change0 (0%)
Value$495.9K (+$1.5K)
Filed 2026-10-26
Thrive Wealth Management, LLC
DECREASED
Shares5,110 from 5,127
Change-17 (0%)
Value$495.1K (-$108)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares5,109 from 5,142
Change-33 (-1%)
Value$495.0K (-$1.7K)
Filed 2026-10-20
Enzi Wealth
DECREASED
Shares5,100 from 5,194
Change-94 (-2%)
Value$492.9K (-$10.4K)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares5,072 from 3,329
Change+1,743 (+52%)
Value$491.4K (+$169.8K)
Filed 2026-10-22
Thrive Capital Management, LLC
INCREASED
Shares5,057 from 5,000
Change+57 (+1%)
Value$490.0K (+$7.0K)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares5,052 from 5,228
Change-176 (-3%)
Value$491.1K (-$14.8K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares5,027 from 3,952
Change+1,075 (+27%)
Value$487.0K (+$105.3K)
Filed 2026-10-28
Burton Enright Welch
INCREASED
Shares5,017 from 4,323
Change+694 (+16%)
Value$486.0K (+$68.5K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares4,989 from 4,989
Change0 (0%)
Value$483.3K (+$1.5K)
Filed 2026-10-13
Auctus Advisors LLC
INCREASED
Shares4,980 from 4,833
Change+147 (+3%)
Value$482.5K (+$15.7K)
Filed 2026-10-23
Register Financial Advisors LLC
INCREASED
Shares4,968 from 4,963
Change+5 (+0%)
Value$481.3K (+$2.0K)
Filed 2026-10-23
Greenwood Gearhart LLC
INCREASED
Shares4,935 from 3,417
Change+1,518 (+44%)
Value$478.1K (+$148.1K)
Filed 2026-11-02
Ddfg, Inc
DECREASED
Shares4,929 from 4,935
Change-6 (0%)
Value$477.5K (+$899)
Filed 2026-10-15
Vista Investment Partners II, LLC
DECREASED
Shares4,922 from 5,177
Change-255 (-5%)
Value$476.8K (-$23.2K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
INCREASED
Shares4,903 from 4,714
Change+189 (+4%)
Value$475.0K (+$19.7K)
Filed 2026-10-16
Melfa Wealth Management, Inc.
INCREASED
Shares4,899 from 3,936
Change+963 (+24%)
Value$474.6K (+$94.5K)
Filed 2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED
Shares4,896 from 4,896
Change0 (0%)
Value$473 (-$472.5K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
INCREASED
Shares4,895 from 4,623
Change+272 (+6%)
Value$474.2K (+$27.7K)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares4,892 from 6,950
Change-2,058 (-30%)
Value$473.9K (-$197.3K)
Filed 2026-10-09
FC Advisory LLC
DECREASED
Shares4,889 from 5,029
Change-140 (-3%)
Value$473.6K (-$12.1K)
Filed 2026-10-05
Samalin Investment Counsel, LLC
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$472.3K (+$1.5K)
Filed 2026-10-23
South Shore Capital Advisors
DECREASED
Shares4,855 from 6,068
Change-1,213 (-20%)
Value$470.4K (-$115.6K)
Filed 2026-10-20
Tran Capital Management, L.P.
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$470.4K (+$1.5K)
Filed 2026-10-19
Tctc Holdings, LLC
INCREASED
Shares4,847 from 4,597
Change+250 (+5%)
Value$469.6K (+$25.6K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares4,828 from 3,540
Change+1,288 (+36%)
Value$467.7K (+$125.7K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares4,826 from 4,826
Change0 (0%)
Value$467.5K (+$1.4K)
Filed 2026-10-30
Towne Trust Company, N.a
INCREASED
Shares4,813 from 4,511
Change+302 (+7%)
Value$466.3K (+$30.6K)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED
Shares4,788 from 4,679
Change+109 (+2%)
Value$463.9K (+$12.0K)
Filed 2026-10-19
Seneca Financial Advisors LLC
UNCHANGED
Shares4,787 from 4,787
Change0 (0%)
Value$463.8K (+$1.4K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
NEW
Shares4,786
Change+4,786
Value$462.5K
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4,778 from 20,346
Change-15,568 (-77%)
Value$462.9K (-$1.5M)
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,738 from 3,341
Change+1,397 (+42%)
Value$459.0K (+$136.3K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares4,733 from 3,756
Change+977 (+26%)
Value$458.6K (+$95.8K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares4,656 from 4,659
Change-3 (0%)
Value$451.1K (+$1.1K)
Filed 2026-10-21
Strategic Equity Management
DECREASED
Shares4,655 from 18,382
Change-13,727 (-75%)
Value$451.0K (-$1.3M)
Filed 2026-11-04
XML Financial, LLC
UNCHANGED
Shares4,643 from 4,643
Change0 (0%)
Value$449.8K (+$1.4K)
Filed 2026-10-29
Range Financial Group LLC
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$448.1K (+$1.4K)
Filed 2026-10-21
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares4,615 from 4,615
Change0 (0%)
Value$447.1K (+$1.4K)
Filed 2026-10-19
Xena Financial Planning, LLC
UNCHANGED
Shares4,605 from 4,605
Change0 (0%)
Value$446.1K (+$1.4K)
Filed 2026-10-13
Pines Wealth Management, LLC
INCREASED
Shares4,604 from 4,246
Change+358 (+8%)
Value$446.1K (+$36.0K)
Filed 2026-10-21
Globalt Investments LLC / GA
UNCHANGED
Shares4,592 from 4,592
Change0 (0%)
Value$444.9K (+$1.4K)
Filed 2026-10-27
Journey Advisory Group, LLC
INCREASED
Shares4,569 from 2,698
Change+1,871 (+69%)
Value$442.6K (+$182.0K)
Filed 2026-11-04
Shepherd Street Advisors LLC
INCREASED
Shares4,546 from 4,446
Change+100 (+2%)
Value$438.8K (+$5.1K)
Filed 2026-10-21
Curat Global, LLC
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$439.7K (+$3.4K)
Filed 2026-10-26
Stolper Co
DECREASED
Shares4,538 from 4,580
Change-42 (-1%)
Value$440 (-$2)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares4,537 from 2,328
Change+2,209 (+95%)
Value$439.6K (+$214.7K)
Filed 2026-10-26
Capital Square, LLC
INCREASED
Shares4,513 from 4,061
Change+452 (+11%)
Value$437.3K (+$42.4K)
Filed 2026-10-19
GSG Advisors LLC
UNCHANGED
Shares4,478 from 4,478
Change0 (0%)
Value$433.9K (+$1.3K)
Filed 2026-11-03
Iams Wealth Management, LLC
INCREASED
Shares4,477 from 4,326
Change+151 (+3%)
Value$433.7K (+$15.9K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
UNCHANGED
Shares4,446 from 4,446
Change0 (0%)
Value$430.7K (+$1.3K)
Filed 2026-10-22
Manuka Financial, LLC
UNCHANGED
Shares4,439 from 4,439
Change0 (0%)
Value$430.1K (+$1.3K)
Filed 2026-10-16
First Financial Corp
UNCHANGED
Shares4,427 from 4,427
Change0 (0%)
Value$428.9K (+$1.3K)
Filed 2026-10-13
Farrow Financial, Inc.
INCREASED
Shares4,420 from 4,225
Change+195 (+5%)
Value$428.2K (+$20.2K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares4,417 from 5,038
Change-621 (-12%)
Value$427.9K (-$58.7K)
Filed 2026-10-22
GreatBanc Trust Co
INCREASED
Shares4,413 from 4,063
Change+350 (+9%)
Value$427.5K (+$35.1K)
Filed 2026-11-04
Gemmer Asset Management LLC
INCREASED
Shares4,400 from 4,338
Change+62 (+1%)
Value$426.3K (+$7.3K)
Filed 2026-10-16
RTD Financial Advisors, Inc.
DECREASED
Shares4,381 from 4,424
Change-43 (-1%)
Value$424.4K (-$2.8K)
Filed 2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$423.2K (+$1.3K)
Filed 2026-10-16
Olistico Wealth, LLC
INCREASED
Shares4,342 from 3,904
Change+438 (+11%)
Value$420.7K (+$43.6K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares4,275 from 419
Change+3,856 (+920%)
Value$414 (+$374)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
DECREASED
Shares4,246 from 4,298
Change-52 (-1%)
Value$411.4K (-$2.3K)
Filed 2026-11-02
Central Valley Advisors, LLC
DECREASED
Shares4,244 from 7,882
Change-3,638 (-46%)
Value$411.2K (-$350.2K)
Filed 2026-10-27
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares4,242 from 4,242
Change0 (0%)
Value$411.0K (+$1.3K)
Filed 2026-10-06
Cdkv Holdings LLC
UNCHANGED
Shares4,239 from 4,239
Change0 (0%)
Value$410.7K (+$1.3K)
Filed 2026-10-28
Anchor Capital Advisors LLC
INCREASED
Shares4,229 from 4,218
Change+11 (+0%)
Value$409.7K (+$2.3K)
Filed 2026-11-05
Little House Capital LLC
DECREASED
Shares4,220 from 4,489
Change-269 (-6%)
Value$408.9K (-$24.7K)
Filed 2026-11-06
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$408.6K (+$1.3K)
Filed 2026-10-08
Frontier Asset Management, LLC
DECREASED
Shares4,211 from 4,817
Change-606 (-13%)
Value$407.9K (-$57.3K)
Filed 2026-10-28
Cairn Investment Group, Inc.
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$408.0K (+$1.0K)
Filed 2026-11-04
Plan A Wealth LLC
UNCHANGED
Shares4,171 from 4,171
Change0 (0%)
Value$404.1K (+$1.3K)
Filed 2026-10-08
Grandfield & Dodd, LLC
UNCHANGED
Shares4,155 from 4,155
Change0 (0%)
Value$402.5K (+$1.2K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
INCREASED
Shares4,128 from 3,916
Change+212 (+5%)
Value$399.9K (+$21.7K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares4,123 from 4,118
Change+5 (+0%)
Value$399.4K (+$1.7K)
Filed 2026-10-19
Canandaigua National Trust Co of Florida
NEW
Shares4,120
Change+4,120
Value$399.1K
Filed 2026-10-07
Weaver Consulting Group
INCREASED
Shares4,118 from 2,778
Change+1,340 (+48%)
Value$399.0K (+$130.6K)
Filed 2026-10-07
Cordoba Advisory Partners LLC
INCREASED
Shares4,100 from 3,287
Change+813 (+25%)
Value$397.2K (+$79.7K)
Filed 2026-10-19
Radnor Capital Management, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$397.2K (+$1.2K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares4,085 from 4,018
Change+67 (+2%)
Value$395.8K (+$7.8K)
Filed 2026-10-19
Granville Capital, Inc.
UNCHANGED
Shares4,073 from 4,073
Change0 (0%)
Value$394.6K (+$1.2K)
Filed 2026-11-05
Fortem Financial Group, LLC
NEW
Shares4,063
Change+4,063
Value$393.6K
Filed 2026-10-20
Ellerson Group Inc
DECREASED
Shares4,053 from 6,472
Change-2,419 (-37%)
Value$389.5K (-$235.6K)
Filed 2026-11-04
Hurley Capital, LLC
DECREASED
Shares4,036 from 4,243
Change-207 (-5%)
Value$391.1K (-$18.8K)
Filed 2026-11-05
Holcombe Financial, Inc.
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$390.7K (+$1.2K)
Filed 2026-10-16
Madrona Financial Services, LLC
DECREASED
Shares4,010 from 7,151
Change-3,141 (-44%)
Value$388.5K (-$302.1K)
Filed 2026-10-23
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares3,990 from 4,129
Change-139 (-3%)
Value$386.5K (-$12.2K)
Filed 2026-10-22
One Day In July LLC
INCREASED
Shares3,987 from 3,976
Change+11 (+0%)
Value$386.3K (+$2.3K)
Filed 2026-10-30
Mission Financial Group, LLC
INCREASED
Shares3,982 from 3,836
Change+146 (+4%)
Value$385.8K (+$15.4K)
Filed 2026-10-21
QTR Family Wealth, LLC
UNCHANGED
Shares3,972 from 3,972
Change0 (0%)
Value$384.8K (+$1.2K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares3,946
Change+3,946
Value$382.8K
Filed 2026-10-26
WPG Advisers, LLC
DECREASED
Shares3,946 from 3,952
Change-6 (0%)
Value$382.2K (+$604)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares3,916 from 3,522
Change+394 (+11%)
Value$379.4K (+$39.2K)
Filed 2026-10-28
Landmark Wealth Management, LLC
DECREASED
Shares3,915 from 3,929
Change-14 (0%)
Value$379.3K (-$178)
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares3,904 from 3,857
Change+47 (+1%)
Value$378.3K (+$5.7K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares3,885 from 4,385
Change-500 (-11%)
Value$376.3K (-$47.1K)
Filed 2026-10-26
Foster Group, Inc.
INCREASED
Shares3,883 from 2,687
Change+1,196 (+45%)
Value$376.2K (+$116.7K)
Filed 2026-10-13
Union Savings Bank
INCREASED
Shares3,864 from 668
Change+3,196 (+478%)
Value$374.3K (+$309.8K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares3,844 from 1,734
Change+2,110 (+122%)
Value$372.4K (+$204.9K)
Filed 2026-10-29
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$369.7K (+$1.1K)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
DECREASED
Shares3,800 from 3,888
Change-88 (-2%)
Value$368.2K (-$7.3K)
Filed 2026-11-02
Jeter Robert S II
INCREASED
Shares3,788 from 3,689
Change+99 (+3%)
Value$366.1K (+$7.4K)
Filed 2026-10-16
Tepp RIA, LLC
UNCHANGED
Shares3,781 from 3,781
Change0 (0%)
Value$366.3K (+$1.1K)
Filed 2026-10-14
Central Bank & Trust Co
UNCHANGED
Shares3,749 from 3,749
Change0 (0%)
Value$363.2K (+$1.1K)
Filed 2026-10-09
Lakeshore Financial Planning, Inc.
NEW
Shares3,745
Change+3,745
Value$362.8K
Filed 2026-10-13
Roberts Wealth Advisors, LLC
UNCHANGED
Shares3,731 from 3,731
Change0 (0%)
Value$361.5K (+$1.1K)
Filed 2026-10-14
Urban Wealth Management, LLC
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$361.4K (+$1.1K)
Filed 2026-10-21
Uncommon Cents Investing Inc
UNCHANGED
Shares3,722 from 3,722
Change0 (0%)
Value$360.6K (+$1.1K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares3,707 from 2,527
Change+1,180 (+47%)
Value$359.1K (+$115.1K)
Filed 2026-10-16
Fortress Financial Group, LLC
DECREASED
Shares3,699 from 3,743
Change-44 (-1%)
Value$358.3K (-$3.1K)
Filed 2026-10-21
Financial Council, LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$356.8K (+$1.1K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares3,679 from 2,120
Change+1,559 (+74%)
Value$356.4K (+$151.7K)
Filed 2026-11-02
Sage Investment Advisers LLC
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$355.3K (+$1.1K)
Filed 2026-10-21
EnRich Financial Partners LLC
INCREASED
Shares3,655 from 3,583
Change+72 (+2%)
Value$354.1K (+$8.1K)
Filed 2026-10-21
United Community Bank
DECREASED
Shares3,653 from 6,508
Change-2,855 (-44%)
Value$353.9K (-$274.6K)
Filed 2026-10-28
Avid Wealth Partners LLC
INCREASED
Shares3,642 from 3,294
Change+348 (+11%)
Value$352.8K (+$34.7K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares3,638 from 3,638
Change0 (0%)
Value$352.5K (+$1.1K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
INCREASED
Shares3,636 from 3,608
Change+28 (+1%)
Value$352.2K (+$3.8K)
Filed 2026-10-09
Personal CFO Solutions, LLC
NEW
Shares3,617
Change+3,617
Value$350.4K
Filed 2026-11-06
Security Financial Services, Inc.
NEW
Shares3,615
Change+3,615
Value$350.2K
Filed 2026-10-29
Visionary Horizons, LLC
INCREASED
Shares3,608 from 3,438
Change+170 (+5%)
Value$349.6K (+$17.5K)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
INCREASED
Shares3,604 from 3,535
Change+69 (+2%)
Value$346.1K (+$6.6K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares3,592 from 3,592
Change0 (0%)
Value$348.0K (+$1.1K)
Filed 2026-10-19
Absolute Capital Management, LLC
DECREASED
Shares3,586 from 3,649
Change-63 (-2%)
Value$347.5K (-$5.0K)
Filed 2026-10-16
Financial Planning Hawaii, Inc.
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$344.4K (+$1.1K)
Filed 2026-10-13
Advisortrust Partners, LLC
INCREASED
Shares3,549 from 3,546
Change+3 (+0%)
Value$343.8K (+$1.4K)
Filed 2026-11-02
Gerber, LLC
INCREASED
Shares3,536 from 3,426
Change+110 (+3%)
Value$342.6K (+$11.7K)
Filed 2026-10-21
Arlington Trust Co LLC
INCREASED
Shares3,525 from 2,931
Change+594 (+20%)
Value$341.5K (+$58.4K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
INCREASED
Shares3,523 from 3,368
Change+155 (+5%)
Value$338.1K (+$12.8K)
Filed 2026-10-26
Arlington Financial Advisors, LLC
INCREASED
Shares3,500 from 3,463
Change+37 (+1%)
Value$339.1K (+$4.6K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
DECREASED
Shares3,495 from 4,044
Change-549 (-14%)
Value$338.6K (-$52.0K)
Filed 2026-10-19
Avail Investment Partners, LLC
DECREASED
Shares3,492 from 3,547
Change-55 (-2%)
Value$338.3K (-$4.3K)
Filed 2026-10-16
Carmel Capital Partners, LLC
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$337.6K (+$1.0K)
Filed 2026-11-03
Diversified Portfolios, Inc.
INCREASED
Shares3,472 from 3,086
Change+386 (+13%)
Value$336.4K (+$38.3K)
Filed 2026-11-04
Camden National Bank
DECREASED
Shares3,470 from 3,496
Change-26 (-1%)
Value$336.2K (-$1.5K)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares3,465 from 2,838
Change+627 (+22%)
Value$335.7K (+$61.6K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares3,444 from 3,444
Change0 (0%)
Value$333.7K (+$1.0K)
Filed 2026-11-04
SFG Wealth Management, Llc.
DECREASED
Shares3,429 from 3,469
Change-40 (-1%)
Value$332.2K (-$2.8K)
Filed 2026-10-23
Culbertson A N & Co Inc
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$330.5K (+$1.0K)
Filed 2026-10-21
Grey Ledge Advisors, LLC
INCREASED
Shares3,407 from 3,213
Change+194 (+6%)
Value$330.0K (+$19.7K)
Filed 2026-11-02
National Wealth Management Group, LLC
INCREASED
Shares3,403 from 3,287
Change+116 (+4%)
Value$329.7K (+$12.2K)
Filed 2026-10-26
Heritage Wealth Management, Inc. s
DECREASED
Shares3,399 from 3,426
Change-27 (-1%)
Value$329.3K (-$1.6K)
Filed 2026-11-06
Sharkey, Howes & Javer
INCREASED
Shares3,386 from 2,817
Change+569 (+20%)
Value$328.0K (+$56.0K)
Filed 2026-10-22
Formidable Asset Management, LLC
INCREASED
Shares3,383 from 3,382
Change+1 (+0%)
Value$326.8K (+$20.6K)
Filed 2026-11-03
Gradient Investments LLC
NEW
Shares3,381
Change+3,381
Value$327.6K
Filed 2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,380 from 3,443
Change-63 (-2%)
Value$327.5K (-$5.1K)
Filed 2026-10-19
Capital Investment Counsel, Inc
INCREASED
Shares3,362 from 3,107
Change+255 (+8%)
Value$325.7K (+$25.6K)
Filed 2026-10-20
Islay Capital Management, LLC
DECREASED
Shares3,359 from 32,342
Change-28,983 (-90%)
Value$325.4K (-$2.8M)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$324.5K (+$1.0K)
Filed 2026-10-29
Alpha Omega Wealth Management LLC
NEW
Shares3,340
Change+3,340
Value$323.6K
Filed 2026-10-23
Acorn Wealth Advisors, LLC
NEW
Shares3,335
Change+3,335
Value$323.1K
Filed 2026-10-19
DKM Wealth Management, Inc.
UNCHANGED
Shares3,326 from 3,326
Change0 (0%)
Value$322.2K (+$997)
Filed 2026-10-09
Nicholas Wealth, Llc.
DECREASED
Shares3,319 from 3,380
Change-61 (-2%)
Value$321.6K (-$4.9K)
Filed 2026-10-26
Keenan, LLC
DECREASED
Shares3,314 from 4,957
Change-1,643 (-33%)
Value$321.1K (-$157.7K)
Filed 2026-10-23
Summit Global Investments
DECREASED
Shares3,302 from 3,908
Change-606 (-16%)
Value$320 (-$376.7K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$318.3K (+$986)
Filed 2026-11-03
Bulwark Capital Corp
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$317.3K (+$982)
Filed 2026-10-13
Intergy Private Wealth, LLC
UNCHANGED
Shares3,272 from 3,272
Change0 (0%)
Value$317.0K (+$981)
Filed 2026-10-16
Third View Private Wealth, LLC
NEW
Shares3,254
Change+3,254
Value$315.2K
Filed 2026-10-30
Maple Capital Management, Inc.
INCREASED
Shares3,253 from 3,244
Change+9 (+0%)
Value$315.2K (+$1.8K)
Filed 2026-11-02
Woodmont Investment Counsel LLC
NEW
Shares3,247
Change+3,247
Value$314.6K
Filed 2026-10-29
Gill Capital Partners, LLC
INCREASED
Shares3,235 from 1,703
Change+1,532 (+90%)
Value$313.4K (+$148.9K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,233 from 3,233
Change0 (0%)
Value$313.2K (+$970)
Filed 2026-10-05
Covestor Ltd
INCREASED
Shares3,228 from 3,052
Change+176 (+6%)
Value$313 (-$294.7K)
Filed 2026-10-30
Integris Wealth Management, LLC
INCREASED
Shares3,218 from 2,857
Change+361 (+13%)
Value$311.8K (+$35.8K)
Filed 2026-10-14
Livet Wealth, LLC
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$311.8K (+$965)
Filed 2026-10-27
Greenup Street Wealth Management LLC
INCREASED
Shares3,213 from 2,434
Change+779 (+32%)
Value$311.3K (+$76.3K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares3,193 from 3,401
Change-208 (-6%)
Value$309.3K (-$19.1K)
Filed 2026-10-26
Maryland Capital Advisors Inc.
DECREASED
Shares3,191 from 3,661
Change-470 (-13%)
Value$309.1K (-$44.4K)
Filed 2026-10-15
Baron Financial Group, LLC
DECREASED
Shares3,191 from 3,231
Change-40 (-1%)
Value$309.1K (-$2.9K)
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED
Shares3,187 from 3,091
Change+96 (+3%)
Value$308.8K (+$10.2K)
Filed 2026-10-19
Hardin Capital Partners, LLC
DECREASED
Shares3,183 from 3,207
Change-24 (-1%)
Value$308.4K (-$1.7K)
Filed 2026-10-09
Correct Capital Wealth Management
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$308.1K (+$954)
Filed 2026-11-02
Delta Wealth Advisors LLC
DECREASED
Shares3,179 from 3,628
Change-449 (-12%)
Value$308.0K (-$42.4K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$305.9K (+$947)
Filed 2026-10-16
Farnam Financial LLC
NEW
Shares3,149
Change+3,149
Value$303.9K
Filed 2026-10-21
Stockman Wealth Management, Inc.
INCREASED
Shares3,142 from 2,561
Change+581 (+23%)
Value$304.4K (+$57.1K)
Filed 2026-10-27
Eclectic Associates Inc
DECREASED
Shares3,141 from 3,283
Change-142 (-4%)
Value$304.3K (-$12.8K)
Filed 2026-10-09
Avant Financial Advisors LLC
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$303.9K (+$941)
Filed 2026-11-02
Somerset Trust Co
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$302.9K (+$938)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$302.1K (+$935)
Filed 2026-11-04
Austin Asset Management Co Inc
UNCHANGED
Shares3,117 from 3,117
Change0 (0%)
Value$302.0K (+$935)
Filed 2026-10-29
Peddock Capital Advisors, LLC
NEW
Shares3,114
Change+3,114
Value$301.7K
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares3,099 from 3,098
Change+1 (+0%)
Value$300.2K (+$1.0K)
Filed 2026-10-13
JB Capital LLC
INCREASED
Shares3,095 from 2,677
Change+418 (+16%)
Value$299.8K (+$41.3K)
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$299.8K (+$929)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,091 from 17,296
Change-14,205 (-82%)
Value$299.5K (-$1.4M)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$299.2K (+$926)
Filed 2026-11-03
Zullo Investment Group, Inc.
DECREASED
Shares3,042 from 3,082
Change-40 (-1%)
Value$294.8K (-$3.0K)
Filed 2026-10-20
FWG Investments, Llc.
INCREASED
Shares3,024 from 3,022
Change+2 (+0%)
Value$293.0K (+$1.1K)
Filed 2026-11-03
Rayburn West Financial Services LLC
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$293.0K (+$907)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares3,022 from 2,222
Change+800 (+36%)
Value$292.8K (+$78.2K)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares3,015 from 3,133
Change-118 (-4%)
Value$292.1K (-$10.5K)
Filed 2026-10-20
Insight Wealth Strategies, LLC
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$292.1K (+$2.4K)
Filed 2026-10-09
American National Bank & Trust
INCREASED
Shares3,006 from 2,876
Change+130 (+5%)
Value$291.2K (+$13.5K)
Filed 2026-10-07
Amarillo National Bank
DECREASED
Shares3,004 from 6,632
Change-3,628 (-55%)
Value$291.0K (-$349.5K)
Filed 2026-10-23
626 Financial, LLC
UNCHANGED
Shares2,998 from 2,998
Change0 (0%)
Value$290.4K (+$899)
Filed 2026-11-04
KOM Wealth Management Group, LLC
DECREASED
Shares2,980 from 2,998
Change-18 (-1%)
Value$288.7K (-$880)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,973 from 2,962
Change+11 (+0%)
Value$288.0K (+$2.0K)
Filed 2026-11-05
Opal Wealth Advisors, LLC
UNCHANGED
Shares2,971 from 2,971
Change0 (0%)
Value$287.8K (+$892)
Filed 2026-10-16
Hendershot Investments Inc.
NEW
Shares2,963
Change+2,963
Value$287.1K
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares2,954 from 2,740
Change+214 (+8%)
Value$286.2K (+$21.6K)
Filed 2026-10-22
Milestone Asset Management, LLC
DECREASED
Shares2,952 from 3,428
Change-476 (-14%)
Value$286.0K (-$45.1K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares2,930 from 2,755
Change+175 (+6%)
Value$283.9K (+$17.8K)
Filed 2026-10-19
LEE Danner & Bass Inc
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$281.4K (+$871)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
NEW
Shares2,904
Change+2,904
Value$281.3K
Filed 2026-10-19
Elevation Wealth Management LLC
DECREASED
Shares2,899 from 5,992
Change-3,093 (-52%)
Value$280.9K (-$297.9K)
Filed 2026-11-02
Baring Financial LLC
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$280.0K (+$867)
Filed 2026-10-07
Baker Avenue Asset Management, LP
INCREASED
Shares2,888 from 2,397
Change+491 (+20%)
Value$279.8K (+$48.3K)
Filed 2026-11-06
Washington Trust Bank
INCREASED
Shares2,882 from 2,694
Change+188 (+7%)
Value$279.2K (+$19.0K)
Filed 2026-11-03
Align Financial, LLC
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$277.7K (+$860)
Filed 2026-10-16
Michels Family Financial, LLC
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$277.5K (+$860)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares2,864 from 2,900
Change-36 (-1%)
Value$277.5K (-$2.6K)
Filed 2026-10-22
Pacifica Partners Inc.
UNCHANGED
Shares2,864 from 2,864
Change0 (0%)
Value$274.8K (-$3.9K)
Filed 2026-10-09
Wealth Forward, LLC
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$273.8K (+$848)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares2,824
Change+2,824
Value$275
Filed 2026-10-02
Altus Wealth Group LLC
INCREASED
Shares2,819 from 2,699
Change+120 (+4%)
Value$273.1K (+$12.4K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares2,817 from 1,617
Change+1,200 (+74%)
Value$272.9K (+$116.7K)
Filed 2026-10-23
Atlas Brown,Inc.
INCREASED
Shares2,808 from 2,778
Change+30 (+1%)
Value$272.0K (+$3.7K)
Filed 2026-10-09
Verus Wealth Management, LLC
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$270.5K (+$838)
Filed 2026-10-13
Breachway Investments LLC
UNCHANGED
Shares2,791 from 2,791
Change0 (0%)
Value$270.4K (+$837)
Filed 2026-10-19
Hibernia Wealth Partners, LLC
NEW
Shares2,777
Change+2,777
Value$269.1K
Filed 2026-10-29
Upper Left Wealth Management, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$268.4K (+$831)
Filed 2026-10-14
City Center Advisors, LLC
NEW
Shares2,763
Change+2,763
Value$267.7K
Filed 2026-10-08
Pflug Koory, LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$264.5K (+$819)
Filed 2026-10-26
Berkshire Money Management, Inc.
NEW
Shares2,726
Change+2,726
Value$264.1K
Filed 2026-10-21
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$263.1K (+$815)
Filed 2026-10-20
KRM Wealth Management L.L.C.
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$262.6K (+$813)
Filed 2026-11-02
Hoge Financial Services, LLC
DECREASED
Shares2,684 from 3,154
Change-470 (-15%)
Value$260.0K (-$44.6K)
Filed 2026-11-05
Poinciana Advisors Group, LLC
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$259.4K (+$804)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares2,675 from 3,345
Change-670 (-20%)
Value$256.5K (-$68.0K)
Filed 2026-10-20
Avalon Capital Management
INCREASED
Shares2,665 from 2,465
Change+200 (+8%)
Value$258.2K (+$20.1K)
Filed 2026-11-04
Norris Perne & French LLP
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$257.7K (+$798)
Filed 2026-10-23
Sound Income Strategies, LLC
DECREASED
Shares2,654 from 6,908
Change-4,254 (-62%)
Value$254.4K (-$412.8K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares2,639 from 2,722
Change-83 (-3%)
Value$255.7K (-$7.2K)
Filed 2026-10-19
Willis Investment Counsel
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$255.2K (+$790)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$255.0K (+$790)
Filed 2026-10-23
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares2,630 from 2,130
Change+500 (+23%)
Value$254.8K (+$49.1K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares2,627 from 2,083
Change+544 (+26%)
Value$254.5K (+$53.3K)
Filed 2026-10-16
Platform Technology Partners
DECREASED
Shares2,619 from 3,106
Change-487 (-16%)
Value$253.7K (-$46.3K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$253.4K (+$785)
Filed 2026-10-23
Colonial River Investments, LLC
NEW
Shares2,604
Change+2,604
Value$252.3K
Filed 2026-10-19
American Capital Advisory, LLC
DECREASED
Shares2,580 from 2,617
Change-37 (-1%)
Value$250.0K (-$2.8K)
Filed 2026-10-28
Olio Financial Planning
NEW
Shares2,556
Change+2,556
Value$247.6K
Filed 2026-10-22
SeedSafe Financial LLC
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$246.9K (+$765)
Filed 2026-11-02
MY Wealth Management Inc.
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$246.2K (+$762)
Filed 2026-10-21
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$245.1K (+$759)
Filed 2026-10-16
Sincerus Advisory, LLC
INCREASED
Shares2,527 from 2,373
Change+154 (+6%)
Value$244.8K (+$15.6K)
Filed 2026-10-09
Financial Management Network Inc
INCREASED
Shares2,500 from 2,498
Change+2 (+0%)
Value$242.5K (+$2.1K)
Filed 2026-10-09
Tiller Private Wealth, Inc.
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$240.7K (+$745)
Filed 2026-10-26
Bouvel Investment Partners, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$238.7K (+$739)
Filed 2026-10-13
Piscataqua Savings Bank
INCREASED
Shares2,452 from 2,202
Change+250 (+11%)
Value$237.5K (+$24.9K)
Filed 2026-10-21
Clearstead Trust, LLC
INCREASED
Shares2,438 from 2,361
Change+77 (+3%)
Value$236.2K (+$8.2K)
Filed 2026-11-06
EdgeRock Capital LLC
NEW
Shares2,437
Change+2,437
Value$236.1K
Filed 2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,427 from 2,427
Change0 (0%)
Value$235.1K (+$728)
Filed 2026-10-09
Retiremitten Financial LLC
DECREASED
Shares2,423 from 2,823
Change-400 (-14%)
Value$234.2K (-$38.4K)
Filed 2026-11-05
Onyx Financial Advisors, LLC
NEW
Shares2,419
Change+2,419
Value$234.4K
Filed 2026-10-21
Flagstone Financial Management
UNCHANGED
Shares2,418 from 2,418
Change0 (0%)
Value$234.3K (+$725)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares2,412 from 2,506
Change-94 (-4%)
Value$233.7K (-$8.3K)
Filed 2026-10-20
Arsenal Capital Advisors LLC
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$232.8K (+$721)
Filed 2026-11-02
Latitude Advisors, LLC
DECREASED
Shares2,399 from 2,872
Change-473 (-16%)
Value$232.4K (-$45.0K)
Filed 2026-10-27
Transcendent Capital Group LLC
DECREASED
Shares2,397 from 2,412
Change-15 (-1%)
Value$232.2K (-$826)
Filed 2026-10-28
Sfam, LLC
INCREASED
Shares2,393 from 1,845
Change+548 (+30%)
Value$231.8K (+$53.6K)
Filed 2026-11-03
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares2,385 from 2,249
Change+136 (+6%)
Value$231.0K (+$13.9K)
Filed 2026-10-15
Inlight Wealth Management, LLC
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$230.9K (+$715)
Filed 2026-10-21
Calamos Advisors LLC
UNCHANGED
Shares2,373 from 2,373
Change0 (0%)
Value$229.9K (+$712)
Filed 2026-11-02
Richardson Capital Management LLC
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$226.5K (+$702)
Filed 2026-10-23
Donor Advised Charitable Giving, Inc.
NEW
Shares2,333
Change+2,333
Value$226.0K
Filed 2026-10-28
Allen Capital Group, LLC
NEW
Shares2,331
Change+2,331
Value$225.8K
Filed 2026-10-27
Pillar Financial Advisors, LLC
INCREASED
Shares2,329 from 1,086
Change+1,243 (+114%)
Value$225.6K (+$120.7K)
Filed 2026-10-21
Blue Capital, Inc.
NEW
Shares2,322
Change+2,322
Value$225.0K
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$224.6K (+$696)
Filed 2026-11-03
Ashford Advisors, LLC
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$224.3K (+$694)
Filed 2026-11-02
Legacy Solutions, LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$224.1K (+$694)
Filed 2026-10-07
Guardian Partners Inc.
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$223.8K (+$693)
Filed 2026-10-21
Grandview Asset Management LLC
NEW
Shares2,295
Change+2,295
Value$222.3K
Filed 2026-10-19
KFG Wealth Management, LLC
DECREASED
Shares2,277 from 2,423
Change-146 (-6%)
Value$220.6K (-$13.4K)
Filed 2026-10-16
LifeGoal Investments, LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$219.9K (+$681)
Filed 2026-10-09
Shotwell Rutter Baer Inc
DECREASED
Shares2,263 from 2,399
Change-136 (-6%)
Value$219.2K (-$12.5K)
Filed 2026-10-14
Abner Herrman & Brock LLC
DECREASED
Shares2,240 from 2,315
Change-75 (-3%)
Value$217 (-$7)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
DECREASED
Shares2,223 from 2,553
Change-330 (-13%)
Value$215.4K (-$31.2K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares2,223 from 2,169
Change+54 (+2%)
Value$215.4K (+$5.9K)
Filed 2026-10-14
E&G Advisors, LLC
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$214.9K (+$666)
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$213.2K (+$660)
Filed 2026-10-09
Cynosure Group, LLC
DECREASED
Shares2,195 from 2,196
Change-1 (0%)
Value$212.7K (+$658)
Filed 2026-11-03
BOS Asset Management, LLC
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$212.3K (+$657)
Filed 2026-10-09
Financial Partners Group, Inc
NEW
Shares2,188
Change+2,188
Value$212.0K
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,188 from 2,591
Change-403 (-16%)
Value$212.0K (-$38.3K)
Filed 2026-10-20
Freedom Day Solutions, LLC
UNCHANGED
Shares2,187 from 2,187
Change0 (0%)
Value$211.8K (+$656)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$209.7K (+$649)
Filed 2026-11-02
Total Investment Management Inc
NEW
Shares2,149
Change+2,149
Value$208.2K
Filed 2026-10-22
Lavelle Capital LP
DECREASED
Shares2,139 from 2,211
Change-72 (-3%)
Value$207.2K (-$6.3K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$206.6K (+$640)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,119 from 2,119
Change0 (0%)
Value$205.3K (+$636)
Filed 2026-10-15
Factor Wealth Management LTD
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$205.0K (+$635)
Filed 2026-10-08
Shakespeare Wealth Management, LLC
NEW
Shares2,109
Change+2,109
Value$204.3K
Filed 2026-10-28
Entrewealth, LLC
NEW
Shares2,106
Change+2,106
Value$204.1K
Filed 2026-10-14
POM Investment Strategies, LLC
DECREASED
Shares2,102 from 3,017
Change-915 (-30%)
Value$203.7K (-$87.7K)
Filed 2026-10-20
Tenon Financial LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$203.1K (+$629)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares2,087 from 2,245
Change-158 (-7%)
Value$202.2K (-$14.6K)
Filed 2026-11-05
Laurel Wealth Planning LLC
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$201.6K (+$625)
Filed 2026-11-02
1900 Wealth Management LLC
DECREASED
Shares2,070 from 2,246
Change-176 (-8%)
Value$200.5K (-$16.4K)
Filed 2026-10-13
Emprise Bank
NEW
Shares2,069
Change+2,069
Value$200.4K
Filed 2026-10-07
Approach Retirement Advisors, LLC
NEW
Shares2,069
Change+2,069
Value$200.4K
Filed 2026-10-22
Prosperity Planning, Inc.
DECREASED
Shares2,064 from 2,074
Change-10 (0%)
Value$200.0K (-$346)
Filed 2026-10-09
Gen-Wealth Partners Inc
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$195.8K (+$606)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$188.3K (+$583)
Filed 2026-10-19
Insight Inv LLC
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$182.4K (+$565)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares1,871 from 1,617
Change+254 (+16%)
Value$181.3K (+$25.1K)
Filed 2026-10-02
Bfsg, LLC
DECREASED
Shares1,804 from 1,814
Change-10 (-1%)
Value$174.8K (-$425)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,798 from 1,682
Change+116 (+7%)
Value$174.2K (+$11.8K)
Filed 2026-10-29
Marquette Asset Management, LLC
INCREASED
Shares1,790 from 846
Change+944 (+112%)
Value$173.4K (+$91.7K)
Filed 2026-10-09
DecisionPoint Financial, LLC
DECREASED
Shares1,715 from 1,737
Change-22 (-1%)
Value$164.6K (-$2.3K)
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$166.1K (+$514)
Filed 2026-10-26
Bank of New Hampshire
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$163.7K (+$507)
Filed 2026-10-06
Tsfg, LLC
DECREASED
Shares1,681 from 30,396
Change-28,715 (-94%)
Value$163 (-$2.9M)
Filed 2026-10-23
McCarley & Cook Financial Planners
INCREASED
Shares1,664 from 1,580
Change+84 (+5%)
Value$161.2K (+$8.6K)
Filed 2026-10-21
Salomon & Ludwin, LLC
INCREASED
Shares1,663 from 1,297
Change+366 (+28%)
Value$161.1K (+$36.5K)
Filed 2026-10-29
Trust Co of Toledo NA
INCREASED
Shares1,635 from 855
Change+780 (+91%)
Value$158.4K (+$75.8K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$157.7K (+$489)
Filed 2026-11-03
IMG Wealth Management, Inc.
DECREASED
Shares1,623 from 1,652
Change-29 (-2%)
Value$157.2K (-$2.3K)
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$155.9K (+$806)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$155.3K (+$481)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,571 from 1,611
Change-40 (-2%)
Value$152.2K (-$3.4K)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares1,560 from 3,121
Change-1,561 (-50%)
Value$151.1K (-$150.3K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$150.6K (+$466)
Filed 2026-11-04
Holos Integrated Wealth LLC
INCREASED
Shares1,520 from 1,294
Change+226 (+17%)
Value$145.9K (+$20.3K)
Filed 2026-10-23
Triumph Capital Management
INCREASED
Shares1,510 from 1,475
Change+35 (+2%)
Value$146.3K (+$3.8K)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$145.8K (+$451)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares1,499 from 1,149
Change+350 (+30%)
Value$145.2K (+$34.3K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$145.1K (+$449)
Filed 2026-10-23
CGC Financial Services, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$145.1K (+$449)
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares1,477
Change+1,477
Value$143.1K
Filed 2026-10-22
Kingdom Financial Group Llc.
INCREASED
Shares1,469 from 866
Change+603 (+70%)
Value$142.3K (+$58.7K)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$138.9K (+$430)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$134.4K (+$417)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$134.0K (+$415)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$130.5K (+$404)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares1,303 from 1,246
Change+57 (+5%)
Value$126.2K (+$5.9K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$125.2K (+$388)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,284 from 5,039
Change-3,755 (-75%)
Value$73.1K (-$372.0K)
Filed 2026-11-04
First Community Trust NA
DECREASED
Shares1,274 from 1,354
Change-80 (-6%)
Value$123.4K (-$7.3K)
Filed 2026-10-07
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$122.7K (+$380)
Filed 2026-10-13
Hanson & Doremus Investment Management
DECREASED
Shares1,151 from 1,254
Change-103 (-8%)
Value$112 (-$120.9K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares1,144
Change+1,144
Value$110.8K
Filed 2026-10-27
Stone House Investment Management, LLC
DECREASED
Shares1,112 from 1,124
Change-12 (-1%)
Value$107.7K (-$825)
Filed 2026-10-23
Your Advocates Ltd., LLP
DECREASED
Shares1,109 from 2,124
Change-1,015 (-48%)
Value$107.4K (-$97.7K)
Filed 2026-11-03
SRH Advisors, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$106.8K (+$331)
Filed 2026-10-22
Investors Research Corp
INCREASED
Shares1,099 from 1,098
Change+1 (+0%)
Value$106.5K (+$426)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$97.4K (+$301)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares971 from 338
Change+633 (+187%)
Value$94.1K (+$61.4K)
Filed 2026-10-13
Newton One Investments LLC
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$93.1K (+$288)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$90.7K (+$281)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$90.1K (+$279)
Filed 2026-10-14
Roxbury Financial LLC
INCREASED
Shares918 from 883
Change+35 (+4%)
Value$88.9K (+$3.7K)
Filed 2026-10-01
Mainstream Capital Management LLC
NEW
Shares917
Change+917
Value$88.8K
Filed 2026-10-23
Pioneer Family Office, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$87.8K (+$272)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares865 from 967
Change-102 (-11%)
Value$83.8K (-$9.6K)
Filed 2026-10-15
First Premier Bank
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$84 (+$1)
Filed 2026-10-13
Essential Partners LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$81.7K (+$253)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares842 from 168
Change+674 (+401%)
Value$81.6K (+$65.3K)
Filed 2026-10-29
PFS Partners, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$81.6K (+$252)
Filed 2026-10-21
Atwood & Palmer Inc
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$78.7K (+$244)
Filed 2026-10-08
Fiduciary Advisors, Inc.
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$78.2K (+$242)
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$76.6K (+$237)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares788 from 615
Change+173 (+28%)
Value$76.3K (+$16.9K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares753
Change+753
Value$73.0K
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$72.9K (+$226)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares751
Change+751
Value$72.8K
Filed 2026-10-26
Redwood Park Advisors LLC
INCREASED
Shares751 from 705
Change+46 (+7%)
Value$72.8K (+$4.7K)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares735
Change+735
Value$70.7K
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares726
Change+726
Value$70.3K
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares710
Change+710
Value$68.8K
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$68.3K (+$212)
Filed 2026-10-23
Chung Wu Investment Group, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$67.8K (+$210)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$64.5K (+$200)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$64.3K (+$199)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$63.5K (+$197)
Filed 2026-11-02
Reyes Financial Architecture, Inc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$55.0K (+$171)
Filed 2026-10-22
Kimelman & Baird, LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$52.5K (+$162)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares540
Change+540
Value$52.3K
Filed 2026-10-27
City State Bank
DECREASED
Shares530 from 3,330
Change-2,800 (-84%)
Value$51.3K (-$270.3K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$51.3K (+$159)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$50.3K (+$155)
Filed 2026-10-20
Vima LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$49.2K (+$152)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW
Shares500
Change+500
Value$48.4K
Filed 2026-10-16
Carolina Wealth Advisors, LLC
NEW
Shares495
Change+495
Value$48.0K
Filed 2026-10-23
Compass Financial Management LLC
DECREASED
Shares495 from 889
Change-394 (-44%)
Value$48.0K (-$38.1K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$47.8K (+$148)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
INCREASED
Shares480 from 477
Change+3 (+1%)
Value$46.5K (+$434)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$40.0K (+$123)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.8K (+$120)
Filed 2026-10-19
Main Street Group, LTD
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$36.5K (+$113)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$35.6K (+$110)
Filed 2026-11-04
Goodman Advisory Group, LLC
NEW
Shares353
Change+353
Value$34.2K
Filed 2026-11-02
MB, Levis & Associates, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$34.1K (+$106)
Filed 2026-10-16
Blume Capital Management, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$33.9K (+$105)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares338 from 195
Change+143 (+73%)
Value$32.9K (+$14.0K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares336
Change+336
Value$32.5K
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares332
Change+332
Value$32.2K
Filed 2026-10-13
Horizons Wealth Management
NEW
Shares331
Change+331
Value$32.1K
Filed 2026-10-05
Financial Network Wealth Advisors LLC
NEW
Shares329
Change+329
Value$31.9K
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$30.4K (+$94)
Filed 2026-10-15
Wilkerson Advisory Group LLC
DECREASED
Shares312 from 608
Change-296 (-49%)
Value$30.2K (-$28.6K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares307 from 216
Change+91 (+42%)
Value$29.7K (+$8.9K)
Filed 2026-11-02
Godsey & Gibb, Inc
INCREASED
Shares305 from 45
Change+260 (+578%)
Value$29.5K (+$25.2K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$28.7K (+$88)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
DECREASED
Shares274 from 299
Change-25 (-8%)
Value$26.5K (-$2.3K)
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares268 from 226
Change+42 (+19%)
Value$25.9K (+$4.1K)
Filed 2026-11-03
RMG Wealth Management LLC
NEW
Shares256
Change+256
Value$24.6K
Filed 2026-10-26
Morling Financial Advisors, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$24.1K (+$75)
Filed 2026-10-28
Kozak & Associates, Inc.
DECREASED
Shares239 from 248
Change-9 (-4%)
Value$23.1K (-$700)
Filed 2026-10-29
Quaker Wealth Management, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$23.1K (+$71)
Filed 2026-10-22
Ares Financial Consulting, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$22.2K (+$69)
Filed 2026-10-19
Duncker Streett & Co Inc
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$21.1K (+$66)
Filed 2026-10-27
Horizon Financial Services, LLC
NEW
Shares214
Change+214
Value$20.7K
Filed 2026-11-04
Friedenthal Financial
NEW
Shares212
Change+212
Value$20.5K
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$20.0K (-$27)
Filed 2026-10-09
Valley National Advisers Inc
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$20.1K (+$62)
Filed 2026-10-23
Burk Holdings LLC
DECREASED
Shares202 from 214
Change-12 (-6%)
Value$19.6K (-$1.1K)
Filed 2026-11-05
Bank & Trust Co
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$18.2K (+$56)
Filed 2026-10-07
Tower View Wealth Management LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$18.1K (+$56)
Filed 2026-10-23
Axiom Investment Management LLC
NEW
Shares181
Change+181
Value$17.5K
Filed 2026-11-03
Beacon Financial Strategies Corp
NEW
Shares180
Change+180
Value$17.4K
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares164
Change+164
Value$15.9K
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$15.6K (+$49)
Filed 2026-10-28
Davis Capital Management
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.9K (+$47)
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
NEW
Shares151
Change+151
Value$14.6K
Filed 2026-10-16
NorthAvenue LLC
DECREASED
Shares151 from 153
Change-2 (-1%)
Value$14.6K (-$148)
Filed 2026-10-29
Paladin Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$14.5K (+$45)
Filed 2026-10-06
Nfsg Corp
INCREASED
Shares141 from 28
Change+113 (+404%)
Value$13.7K (+$11.0K)
Filed 2026-10-15
Burkett Financial Services, LLC
NEW
Shares140
Change+140
Value$13.6K
Filed 2026-10-01
Southern Michigan Bank & Trust
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$13.1K (+$41)
Filed 2026-10-19
Sellwood Investment Partners LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$12.5K (+$39)
Filed 2026-11-03
Valued Wealth Advisors LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$12.5K (+$39)
Filed 2026-11-05
Arcadia Investment Advisors LLC
DECREASED
Shares121 from 197
Change-76 (-39%)
Value$11.7K (-$7.3K)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$10.5K (+$32)
Filed 2026-10-14
Belvedere Trading LLC
NEW
Shares106
Change+106
Value$10.3K
Filed 2026-11-05
Adirondack Trust Co
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$10.2K (+$32)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares103 from 105
Change-2 (-2%)
Value$10.0K (-$162)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$9.6K (+$735)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$8.5K (+$26)
Filed 2026-10-07
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares77
Change+77
Value$7.5K
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.0K (+$21)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.7K (+$20)
Filed 2026-10-28
Costello Asset Management, Inc
INCREASED
Shares68 from 13
Change+55 (+423%)
Value$6.6K (+$5.3K)
Filed 2026-10-30
Eukles Asset Management
NEW
Shares66
Change+66
Value$6.4K
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares57
Change+57
Value$5.5K
Filed 2026-10-30
Fairscale Capital, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.6K (-$13)
Filed 2026-11-04
Gleason Group, Inc.
NEW
Shares46
Change+46
Value$4.5K
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares46 from 44
Change+2 (+5%)
Value$4.4K (+$155)
Filed 2026-10-09
Entrust Financial LLC
NEW
Shares33
Change+33
Value$3.2K
Filed 2026-11-04
RHL Group, LLC
NEW
Shares30
Change+30
Value$2.9K
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares29
Change+29
Value$2.8K
Filed 2026-11-05
Blueline Advisors LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.8K (+$9)
Filed 2026-10-15
Navigoe, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Spurstone Advisory Services, LLC
DECREASED
Shares24 from 30
Change-6 (-20%)
Value$2.3K (-$579)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares23
Change+23
Value$2.2K
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K ($0)
Filed 2026-10-16
Clark Wealth Partners
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$776 (+$3)
Filed 2026-10-19
Lodestone Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$219 ($0)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 171,563
Change-171,563 (-100%)
Value$0 (-$16.8M)
Filed 2026-10-16
Summit Rock Advisors, LP
CLOSED
Shares0 from 165,763
Change-165,763 (-100%)
Value$0 (-$16.0M)
Filed 2026-10-15
Conning Inc.
CLOSED
Shares0 from 118,845
Change-118,845 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 40,746
Change-40,746 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 28,617
Change-28,617 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-27
PCG Asset Management, LLC
CLOSED
Shares0 from 14,562
Change-14,562 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Providence First Trust Co
CLOSED
Shares0 from 7,681
Change-7,681 (-100%)
Value$0 (-$741.8K)
Filed 2026-11-02
Sunesis Advisors, LLC
CLOSED
Shares0 from 5,601
Change-5,601 (-100%)
Value$0 (-$540.9K)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$391.3K)
Filed 2026-11-05
Argent Capital Management LLC
CLOSED
Shares0 from 2,933
Change-2,933 (-100%)
Value$0 (-$283.3K)
Filed 2026-10-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,928
Change-2,928 (-100%)
Value$0 (-$282.8K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 2,904
Change-2,904 (-100%)
Value$0 (-$280.5K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 2,890
Change-2,890 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-14
MBM Wealth Consultants, LLC
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-20
Foundation Wealth Management, LLC
CLOSED
Shares0 from 2,730
Change-2,730 (-100%)
Value$0 (-$263.7K)
Filed 2026-10-22
Flagship Private Wealth, LLC
CLOSED
Shares0 from 2,432
Change-2,432 (-100%)
Value$0 (-$234.9K)
Filed 2026-11-05
World Equity Group, Inc.
CLOSED
Shares0 from 2,398
Change-2,398 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-14
apricus wealth, LLC
CLOSED
Shares0 from 2,374
Change-2,374 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-26
New Harbor Financial Group, LLC
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
CLOSED
Shares0 from 2,289
Change-2,289 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-23
WoodTrust Financial Corp
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-09
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 2,194
Change-2,194 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-16
Obsidian CIO, LLC
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$165.5K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$119.0K)
Filed 2026-10-29
GFS Advisors, LLC
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$312.9K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$60.4K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 359
Change-359 (-100%)
Value$0 (-$34.8K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$28.6K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-15
Midwest Capital Advisors, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-04
True Wealth Design, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-13
Wagner Wealth Management, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-21
Milestone Investment Advisors LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-05
Sawyer & Company, Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-21
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-23
Arvest Investments, Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$482)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$778.8K (+$119.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 204,783,528
Change-204,783,528 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 113,501,860
Change-113,501,860 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 106,642,553
Change-106,642,553 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 90,734,083
Change-90,734,083 (-100%)
Value—
UBS Group AG
N/A
Shares— from 69,612,813
Change-69,612,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,145,813
Change-49,145,813 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 47,763,542
Change-47,763,542 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,049,336
Change-46,049,336 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,299,272
Change-37,299,272 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 34,237,509
Change-34,237,509 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,875,730
Change-29,875,730 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 27,083,395
Change-27,083,395 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,668,695
Change-20,668,695 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,810,756
Change-19,810,756 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,301,863
Change-19,301,863 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 15,014,350
Change-15,014,350 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 14,058,378
Change-14,058,378 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,139,091
Change-12,139,091 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,603,700
Change-11,603,700 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,556,893
Change-11,556,893 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,822,791
Change-10,822,791 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,588,773
Change-10,588,773 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,178,869
Change-10,178,869 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,263,997
Change-9,263,997 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,955,018
Change-8,955,018 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,835,463
Change-8,835,463 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,923,111
Change-6,923,111 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,772,847
Change-6,772,847 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 6,473,398
Change-6,473,398 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,442,419
Change-6,442,419 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 6,325,648
Change-6,325,648 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,144,370
Change-6,144,370 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,786,155
Change-5,786,155 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,687,902
Change-5,687,902 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,376,316
Change-5,376,316 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,029,440
Change-5,029,440 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,856,323
Change-4,856,323 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,815,001
Change-4,815,001 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,635,301
Change-4,635,301 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,567,544
Change-4,567,544 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,450,490
Change-4,450,490 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,140,505
Change-4,140,505 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,008,471
Change-4,008,471 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,899,413
Change-3,899,413 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,762,914
Change-3,762,914 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,612,061
Change-3,612,061 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,543,932
Change-3,543,932 (-100%)
Value—
&partners
N/A
Shares— from 3,429,402
Change-3,429,402 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,141,044
Change-3,141,044 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,139,054
Change-3,139,054 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,097,076
Change-3,097,076 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,052,220
Change-3,052,220 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,010,806
Change-3,010,806 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,910,642
Change-2,910,642 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,870,324
Change-2,870,324 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,650,160
Change-2,650,160 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,521,994
Change-2,521,994 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,500,607
Change-2,500,607 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 2,378,304
Change-2,378,304 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,316,888
Change-2,316,888 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,293,303
Change-2,293,303 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,291,497
Change-2,291,497 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,250,640
Change-2,250,640 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,197,743
Change-2,197,743 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,163,492
Change-2,163,492 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,118,811
Change-2,118,811 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,077,341
Change-2,077,341 (-100%)
Value—
UNC Management Company, Inc.
N/A
Shares— from 2,037,480
Change-2,037,480 (-100%)
Value—
Investure, LLC
N/A
Shares— from 1,956,850
Change-1,956,850 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,886,270
Change-1,886,270 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,740,104
Change-1,740,104 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,707,890
Change-1,707,890 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,695,488
Change-1,695,488 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,660,460
Change-1,660,460 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,551,330
Change-1,551,330 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,524,207
Change-1,524,207 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,520,243
Change-1,520,243 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,496,403
Change-1,496,403 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,486,643
Change-1,486,643 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,452,417
Change-1,452,417 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,419,270
Change-1,419,270 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,394,259
Change-1,394,259 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,392,936
Change-1,392,936 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,383,831
Change-1,383,831 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,343,998
Change-1,343,998 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,293,588
Change-1,293,588 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,288,308
Change-1,288,308 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 1,226,501
Change-1,226,501 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,224,963
Change-1,224,963 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,189,720
Change-1,189,720 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,164,620
Change-1,164,620 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,153,599
Change-1,153,599 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,112,546
Change-1,112,546 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,104,661
Change-1,104,661 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 1,103,300
Change-1,103,300 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,086,941
Change-1,086,941 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,086,316
Change-1,086,316 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,070,948
Change-1,070,948 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,045,647
Change-1,045,647 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,031,811
Change-1,031,811 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,027,001
Change-1,027,001 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,026,913
Change-1,026,913 (-100%)
Value—
Makena Capital Management LLC
N/A
Shares— from 1,017,877
Change-1,017,877 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 987,420
Change-987,420 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 966,288
Change-966,288 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 954,688
Change-954,688 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 939,479
Change-939,479 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 914,240
Change-914,240 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 909,003
Change-909,003 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 886,469
Change-886,469 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 831,014
Change-831,014 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 814,315
Change-814,315 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 811,548
Change-811,548 (-100%)
Value—
Blair William & Co
N/A
Shares— from 806,820
Change-806,820 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 789,088
Change-789,088 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 784,267
Change-784,267 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 753,813
Change-753,813 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 752,944
Change-752,944 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 739,588
Change-739,588 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 737,294
Change-737,294 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 729,313
Change-729,313 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 707,313
Change-707,313 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 692,556
Change-692,556 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 686,229
Change-686,229 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 660,188
Change-660,188 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 654,514
Change-654,514 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 650,061
Change-650,061 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 649,061
Change-649,061 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 638,057
Change-638,057 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 634,753
Change-634,753 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 623,045
Change-623,045 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 622,624
Change-622,624 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 609,070
Change-609,070 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 596,260
Change-596,260 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 587,914
Change-587,914 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 575,931
Change-575,931 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 571,060
Change-571,060 (-100%)
Value—
Commerce Bank
N/A
Shares— from 555,218
Change-555,218 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 545,285
Change-545,285 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 543,437
Change-543,437 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 541,423
Change-541,423 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 541,003
Change-541,003 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 540,299
Change-540,299 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 539,455
Change-539,455 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 535,683
Change-535,683 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 530,623
Change-530,623 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 527,521
Change-527,521 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 504,846
Change-504,846 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 495,563
Change-495,563 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 480,723
Change-480,723 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 473,780
Change-473,780 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 465,364
Change-465,364 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 455,855
Change-455,855 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 450,986
Change-450,986 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 444,851
Change-444,851 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 432,600
Change-432,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 419,080
Change-419,080 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 418,281
Change-418,281 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 413,668
Change-413,668 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 399,230
Change-399,230 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 397,503
Change-397,503 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 391,221
Change-391,221 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 388,888
Change-388,888 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 382,333
Change-382,333 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 379,053
Change-379,053 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 375,853
Change-375,853 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 374,427
Change-374,427 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 362,733
Change-362,733 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 362,466
Change-362,466 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 358,502
Change-358,502 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 357,035
Change-357,035 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 348,586
Change-348,586 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 345,301
Change-345,301 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 342,326
Change-342,326 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 338,800
Change-338,800 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 329,152
Change-329,152 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 326,439
Change-326,439 (-100%)
Value—
Conrad N. Hilton Foundation
N/A
Shares— from 320,986
Change-320,986 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 318,832
Change-318,832 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 315,891
Change-315,891 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 301,186
Change-301,186 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 289,181
Change-289,181 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 287,236
Change-287,236 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 284,870
Change-284,870 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 282,264
Change-282,264 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 280,240
Change-280,240 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 278,220
Change-278,220 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 275,902
Change-275,902 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 273,400
Change-273,400 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 272,923
Change-272,923 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 267,138
Change-267,138 (-100%)
Value—
10Elms LLP
N/A
Shares— from 265,471
Change-265,471 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 261,365
Change-261,365 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 260,496
Change-260,496 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 259,662
Change-259,662 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 258,902
Change-258,902 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 258,802
Change-258,802 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 257,232
Change-257,232 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 257,120
Change-257,120 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 255,537
Change-255,537 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 255,285
Change-255,285 (-100%)
Value—
Nepc LLC
N/A
Shares— from 253,188
Change-253,188 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 252,989
Change-252,989 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 251,762
Change-251,762 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 251,175
Change-251,175 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 248,365
Change-248,365 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 240,154
Change-240,154 (-100%)
Value—
Rogco, LP
N/A
Shares— from 239,379
Change-239,379 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 239,304
Change-239,304 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 230,889
Change-230,889 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 230,525
Change-230,525 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 229,801
Change-229,801 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 227,404
Change-227,404 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 227,073
Change-227,073 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 227,051
Change-227,051 (-100%)
Value—
Shelter Ins Retirement Plan
N/A
Shares— from 224,262
Change-224,262 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 216,320
Change-216,320 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 216,088
Change-216,088 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 215,453
Change-215,453 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 214,314
Change-214,314 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 209,546
Change-209,546 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 204,757
Change-204,757 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 201,170
Change-201,170 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 201,170
Change-201,170 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 199,760
Change-199,760 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 199,247
Change-199,247 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 198,294
Change-198,294 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 196,392
Change-196,392 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 194,285
Change-194,285 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 193,128
Change-193,128 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 191,260
Change-191,260 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 185,323
Change-185,323 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 183,407
Change-183,407 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 181,320
Change-181,320 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 178,919
Change-178,919 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 176,061
Change-176,061 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 174,236
Change-174,236 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 174,078
Change-174,078 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 173,752
Change-173,752 (-100%)
Value—
Main Management LLC
N/A
Shares— from 173,576
Change-173,576 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 168,425
Change-168,425 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 167,143
Change-167,143 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 166,874
Change-166,874 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 163,424
Change-163,424 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 162,745
Change-162,745 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 162,246
Change-162,246 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 162,172
Change-162,172 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 161,444
Change-161,444 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 160,575
Change-160,575 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 159,029
Change-159,029 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 157,965
Change-157,965 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 156,976
Change-156,976 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 156,553
Change-156,553 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 154,835
Change-154,835 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 150,002
Change-150,002 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 147,399
Change-147,399 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 146,709
Change-146,709 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 146,065
Change-146,065 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 146,064
Change-146,064 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 144,749
Change-144,749 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 144,092
Change-144,092 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 143,809
Change-143,809 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 143,150
Change-143,150 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 139,439
Change-139,439 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 138,535
Change-138,535 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 137,384
Change-137,384 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 130,977
Change-130,977 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 130,045
Change-130,045 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 129,666
Change-129,666 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 128,198
Change-128,198 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 125,975
Change-125,975 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 125,821
Change-125,821 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 124,888
Change-124,888 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 123,687
Change-123,687 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 120,406
Change-120,406 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 118,732
Change-118,732 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 117,752
Change-117,752 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 117,424
Change-117,424 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 114,416
Change-114,416 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 113,726
Change-113,726 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 112,146
Change-112,146 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 112,103
Change-112,103 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 111,754
Change-111,754 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 111,700
Change-111,700 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 111,634
Change-111,634 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 111,184
Change-111,184 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 108,452
Change-108,452 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 108,238
Change-108,238 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 107,774
Change-107,774 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 106,041
Change-106,041 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 105,122
Change-105,122 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 103,084
Change-103,084 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 101,295
Change-101,295 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 99,318
Change-99,318 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 97,468
Change-97,468 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 97,395
Change-97,395 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 97,062
Change-97,062 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 96,618
Change-96,618 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 95,926
Change-95,926 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 95,412
Change-95,412 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 95,294
Change-95,294 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 95,125
Change-95,125 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 92,389
Change-92,389 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 90,645
Change-90,645 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 87,962
Change-87,962 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 87,961
Change-87,961 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 87,862
Change-87,862 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 87,703
Change-87,703 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 87,684
Change-87,684 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 87,549
Change-87,549 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 86,584
Change-86,584 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 86,324
Change-86,324 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 86,047
Change-86,047 (-100%)
Value—
Nwam LLC
N/A
Shares— from 85,974
Change-85,974 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 85,959
Change-85,959 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 84,822
Change-84,822 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 84,727
Change-84,727 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 84,174
Change-84,174 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 83,474
Change-83,474 (-100%)
Value—
EWA, LLC
N/A
Shares— from 82,610
Change-82,610 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 82,535
Change-82,535 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 80,570
Change-80,570 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 79,738
Change-79,738 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 78,396
Change-78,396 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 77,562
Change-77,562 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 76,639
Change-76,639 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 75,956
Change-75,956 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 75,700
Change-75,700 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 75,584
Change-75,584 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 72,854
Change-72,854 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 72,498
Change-72,498 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 72,252
Change-72,252 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 72,162
Change-72,162 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 71,680
Change-71,680 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 70,583
Change-70,583 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 70,458
Change-70,458 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 70,084
Change-70,084 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 69,250
Change-69,250 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 68,567
Change-68,567 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 68,542
Change-68,542 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 68,037
Change-68,037 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 67,575
Change-67,575 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 67,397
Change-67,397 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 67,204
Change-67,204 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 66,903
Change-66,903 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 66,679
Change-66,679 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 66,104
Change-66,104 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 66,072
Change-66,072 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 65,984
Change-65,984 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 65,808
Change-65,808 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 65,430
Change-65,430 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 64,828
Change-64,828 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 63,403
Change-63,403 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 63,196
Change-63,196 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 62,425
Change-62,425 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 62,176
Change-62,176 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 62,109
Change-62,109 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 61,639
Change-61,639 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 61,628
Change-61,628 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 61,518
Change-61,518 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 60,891
Change-60,891 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 60,586
Change-60,586 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 59,851
Change-59,851 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 59,784
Change-59,784 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 59,657
Change-59,657 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 59,294
Change-59,294 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 58,920
Change-58,920 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 58,563
Change-58,563 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 58,233
Change-58,233 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 57,902
Change-57,902 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 55,823
Change-55,823 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 55,676
Change-55,676 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 55,442
Change-55,442 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 54,839
Change-54,839 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 54,421
Change-54,421 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 54,370
Change-54,370 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 54,170
Change-54,170 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 54,020
Change-54,020 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 53,215
Change-53,215 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 52,529
Change-52,529 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 52,194
Change-52,194 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 51,992
Change-51,992 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 51,262
Change-51,262 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 51,023
Change-51,023 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 50,878
Change-50,878 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 50,876
Change-50,876 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 50,648
Change-50,648 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 50,484
Change-50,484 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 50,428
Change-50,428 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 50,196
Change-50,196 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 50,073
Change-50,073 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 49,407
Change-49,407 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 49,250
Change-49,250 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 48,437
Change-48,437 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 48,089
Change-48,089 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 48,031
Change-48,031 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 47,556
Change-47,556 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 47,030
Change-47,030 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 46,917
Change-46,917 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 46,402
Change-46,402 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 44,806
Change-44,806 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 44,057
Change-44,057 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 43,743
Change-43,743 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 43,666
Change-43,666 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,288
Change-43,288 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 42,856
Change-42,856 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 42,388
Change-42,388 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 41,658
Change-41,658 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 41,416
Change-41,416 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 41,128
Change-41,128 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 41,107
Change-41,107 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 40,722
Change-40,722 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 40,367
Change-40,367 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 40,320
Change-40,320 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 39,626
Change-39,626 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 39,608
Change-39,608 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 39,266
Change-39,266 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 38,324
Change-38,324 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 38,264
Change-38,264 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 38,002
Change-38,002 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 37,955
Change-37,955 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 37,854
Change-37,854 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 37,589
Change-37,589 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 37,520
Change-37,520 (-100%)
Value—
Invst, LLC
N/A
Shares— from 37,509
Change-37,509 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 37,497
Change-37,497 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 37,322
Change-37,322 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 36,735
Change-36,735 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 36,723
Change-36,723 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 36,280
Change-36,280 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 35,909
Change-35,909 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 35,613
Change-35,613 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 35,603
Change-35,603 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 35,580
Change-35,580 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 35,169
Change-35,169 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 35,130
Change-35,130 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 33,681
Change-33,681 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 33,513
Change-33,513 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 33,502
Change-33,502 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 32,773
Change-32,773 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 32,419
Change-32,419 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 32,415
Change-32,415 (-100%)
Value—
Stephens Inc
N/A
Shares— from 31,625
Change-31,625 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 31,580
Change-31,580 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 31,478
Change-31,478 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 31,199
Change-31,199 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 31,040
Change-31,040 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 30,957
Change-30,957 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 30,012
Change-30,012 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 29,889
Change-29,889 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 29,359
Change-29,359 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 29,185
Change-29,185 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 29,153
Change-29,153 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 29,093
Change-29,093 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 28,953
Change-28,953 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 28,582
Change-28,582 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 28,497
Change-28,497 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 28,455
Change-28,455 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 27,845
Change-27,845 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 27,831
Change-27,831 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 27,588
Change-27,588 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 27,294
Change-27,294 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 27,108
Change-27,108 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 26,572
Change-26,572 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 26,439
Change-26,439 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 26,363
Change-26,363 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 26,245
Change-26,245 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 26,170
Change-26,170 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 26,060
Change-26,060 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 25,990
Change-25,990 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 25,945
Change-25,945 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 25,769
Change-25,769 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 25,735
Change-25,735 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 25,681
Change-25,681 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 25,610
Change-25,610 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 25,481
Change-25,481 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 25,424
Change-25,424 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 25,417
Change-25,417 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 25,315
Change-25,315 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 25,176
Change-25,176 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 24,816
Change-24,816 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 24,713
Change-24,713 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,511
Change-24,511 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 24,371
Change-24,371 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 24,205
Change-24,205 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 23,939
Change-23,939 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 23,785
Change-23,785 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 23,781
Change-23,781 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 23,632
Change-23,632 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 23,432
Change-23,432 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 23,391
Change-23,391 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 23,291
Change-23,291 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 23,237
Change-23,237 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 23,229
Change-23,229 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 23,153
Change-23,153 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 22,521
Change-22,521 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 22,396
Change-22,396 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 22,074
Change-22,074 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 21,929
Change-21,929 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 21,049
Change-21,049 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 20,937
Change-20,937 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 20,854
Change-20,854 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 20,735
Change-20,735 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 20,465
Change-20,465 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 20,389
Change-20,389 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 20,369
Change-20,369 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 19,926
Change-19,926 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 19,912
Change-19,912 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 19,573
Change-19,573 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 19,453
Change-19,453 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 19,125
Change-19,125 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 18,671
Change-18,671 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 18,166
Change-18,166 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 18,026
Change-18,026 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 17,887
Change-17,887 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 17,603
Change-17,603 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 17,601
Change-17,601 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,370
Change-17,370 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 17,213
Change-17,213 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 16,796
Change-16,796 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 16,432
Change-16,432 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,316
Change-16,316 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 16,131
Change-16,131 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 15,968
Change-15,968 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 15,918
Change-15,918 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 15,648
Change-15,648 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,596
Change-15,596 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 15,497
Change-15,497 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 15,160
Change-15,160 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,159
Change-15,159 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 15,157
Change-15,157 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 15,063
Change-15,063 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 15,017
Change-15,017 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 14,942
Change-14,942 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 14,115
Change-14,115 (-100%)
Value—
Prudential PLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 14,039
Change-14,039 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 13,891
Change-13,891 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,747
Change-13,747 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 13,618
Change-13,618 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 13,381
Change-13,381 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
United Bank
N/A
Shares— from 13,173
Change-13,173 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 13,115
Change-13,115 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 12,993
Change-12,993 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 12,956
Change-12,956 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 12,181
Change-12,181 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,922
Change-11,922 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
American Trust
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 10,225
Change-10,225 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Legacy Trust
N/A
Shares— from 9,740
Change-9,740 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Simmons Bank
N/A
Shares— from 9,293
Change-9,293 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 9,267
Change-9,267 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 8,173
Change-8,173 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,833
Change-7,833 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Motco
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 7,073
Change-7,073 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 6,446
Change-6,446 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 5,236
Change-5,236 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Collier Financial
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 925
Change-925 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 742
Change-742 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 686
Change-686 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 630
Change-630 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 615
Change-615 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 468
Change-468 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 460
Change-460 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 426
Change-426 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 321
Change-321 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 183
Change-183 (-100%)
Value—
CNB Bank
N/A
Shares— from 173
Change-173 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 84
Change-84 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 66
Change-66 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 64
Change-64 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 15
Change-15 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED39,589,06438,647,342+941,722+2%$3.7B$3.8B+$102.8M2026-11-05
US Bancorp \de\
INCREASED36,565,72435,990,373+575,351+2%$3.5B$3.5B+$66.5M2026-11-05
PNC Financial Services Group, Inc.
DECREASED16,851,77416,979,459-127,685-1%$1.6B$1.6B-$7.3M2026-11-06
Truist Financial Corp
DECREASED15,166,66016,097,270-930,610-6%$1.6B$1.5B-$85.3M2026-10-30
Keybank National Association
INCREASED11,101,73010,377,291+724,439+7%$1.0B$1.1B+$73.3M2026-11-04
Assetmark, Inc
INCREASED9,766,6039,554,572+212,031+2%$922.8M$946.2M+$23.4M2026-10-21
Fifth Third Bancorp
INCREASED8,029,3757,515,350+514,025+7%$725.8M$777.9M+$52.1M2026-11-05
Signaturefd, LLC
INCREASED4,083,3653,851,465+231,900+6%$372.0M$395.6M+$23.6M2026-10-23
Vantagepoint Investment Advisers LLC
DECREASED4,050,3274,169,800-119,473-3%$402.7M$392.4M-$10.3M2026-10-26
TD Private Client Wealth LLC
INCREASED3,962,5413,705,860+256,681+7%$357.9M$383.9M+$26.0M2026-10-28
Modera Wealth Management, LLC
INCREASED3,728,0863,646,299+81,787+2%$352.2M$361.2M+$9.0M2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED3,692,5683,677,104+15,464+0%$355.1M$357.7M+$2.6M2026-10-29
Bell Bank
INCREASED3,548,9383,523,642+25,296+1%$340.3M$343.8M+$3.5M2026-10-21
Allspring Global Investments Holdings, LLC
DECREASED3,529,1363,613,535-84,399-2%$347.2M$338.6M-$8.6M2026-11-04
Stairway Partners, LLC
INCREASED3,142,3953,108,202+34,193+1%$300.2M$304.4M+$4.2M2026-10-02
Connecticut Wealth Management, LLC
INCREASED2,893,4392,731,152+162,287+6%$263.8M$280.3M+$16.5M2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED2,859,6732,770,947+88,726+3%$267.6M$277.0M+$9.4M2026-10-20
Creative Planning
INCREASED2,803,1552,717,102+86,053+3%$262.4M$271.6M+$9.2M2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED2,606,9492,561,392+45,557+2%$247.4M$252.6M+$5.2M2026-10-21
Choreo, LLC
INCREASED2,415,8862,309,310+106,576+5%$223.0M$234.1M+$11.0M2026-10-28
Nationwide Fund Advisors
INCREASED2,401,740811,888+1,589,852+196%$18.5M$232.7M+$214.2M2026-10-28
First Citizens Bank & Trust Co
DECREASED2,380,6272,387,887-7,2600%$230.6M$230.6M+$13.0K2026-10-14
Commonwealth Equity Services, LLC
DECREASED2,304,3572,845,616-541,259-19%$274.8M$223.2M-$51.6M2026-11-02
Matson Money. Inc.
INCREASED2,269,8982,251,588+18,310+1%$217.5M$219.9M+$2.4M2026-10-23
CKW Financial Group
INCREASED2,220,4332,188,095+32,338+1%$210.2M$213.1K-$210.0M2026-10-29
Citizens Financial Group Inc
DECREASED2,184,9592,296,101-111,142-5%$221.8M$211.7M-$10.1M2026-10-23
Retirement Investment Advisors, Inc.
INCREASED2,181,5782,145,326+36,252+2%$206.3M$211.4M+$5.1M2026-10-22
Neos Investment Management LLC
INCREASED2,142,6281,825,722+316,906+17%$176.3M$207.6M+$31.2M2026-11-04
Constellation Investments, Inc.
INCREASED2,080,323742,106+1,338,217+180%$71.7M$201.5M+$129.9M2026-10-28
Balentine LLC
DECREASED2,078,5662,123,908-45,342-2%$205.1M$201.4M-$3.8M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED2,037,3531,993,012+44,341+2%$193.4M$194.8M+$1.4M2026-10-13
Greenleaf Trust
DECREASED1,998,0562,056,736-58,680-3%$198.6M$193.6M-$5.1M2026-10-29
First Command Advisory Services, Inc.
DECREASED1,943,2132,414,105-470,892-20%$233.0M$188.3M-$44.7M2026-11-05
Midland Wealth Advisors, LLC
INCREASED1,882,3791,857,171+25,208+1%$179.4M$182.4M+$3.0M2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED1,858,5581,858,958-4000%$179.5M$180.1M+$518.9K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED1,815,0441,802,606+12,438+1%$174.1M$175.8M+$1.7M2026-10-08
Aaron Wealth Advisors LLC
INCREASED1,708,0171,610,916+97,101+6%$155.6M$165.5M+$9.9M2026-10-13
First Business Financial Services, Inc.
DECREASED1,560,3711,567,578-7,2070%$151.4M$151.2M-$227.9K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED1,518,9561,371,932+147,024+11%$132.5M$147.2K-$132.4M2026-11-02
Lido Advisors, LLC
INCREASED1,443,3281,403,968+39,360+3%$135.6M$139.8M+$4.2M2026-11-04
First Financial Bank - Trust Division
INCREASED1,437,7111,406,650+31,061+2%$135.9M$139.3M+$3.4M2026-10-01
Concurrent Investment Advisors, LLC
INCREASED1,371,452932,380+439,072+47%$90.0M$132.9M+$42.8M2026-10-16
Ritholtz Wealth Management
DECREASED1,364,1211,372,046-7,925-1%$132.5M$132.2M-$356.1K2026-11-05
Facet Wealth, Inc.
DECREASED1,360,8541,426,574-65,720-5%$137.8M$131.8M-$5.9M2026-11-04
Sagespring Wealth Partners, LLC
INCREASED1,354,2031,340,715+13,488+1%$129.5M$131.2M+$1.7M2026-10-22
Parcion Private Wealth LLC
INCREASED1,346,6981,333,656+13,042+1%$128.8M$130.5M+$1.7M2026-10-28
SigFig Wealth Management, LLC
INCREASED1,329,5301,283,865+45,665+4%$123.7M$128.8M+$5.1M2026-10-07
Form Wealth Advisors, LLC
INCREASED1,328,6331,125,655+202,978+18%$108.7M$128.7M+$20.0M2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED1,310,5751,236,076+74,499+6%$119.4M$127.0M+$7.6M2026-10-22
Davenport & Co LLC
INCREASED1,253,5701,059,493+194,077+18%$102.3M$121.4M+$19.1M2026-10-14
RKL Wealth Management LLC
INCREASED1,243,8341,210,097+33,737+3%$116.9M$120.5M+$3.6M2026-10-16
Mission Wealth Management, LP
DECREASED1,236,2521,800,023-563,771-31%$173.8M$119.8M-$54.1M2026-10-15
Valeo Financial Advisors, LLC
INCREASED1,226,7841,170,864+55,920+5%$79.4M$85.0M+$5.6M2026-10-08
Wedmont Private Capital
INCREASED1,205,0851,188,881+16,204+1%$115.6M$115.5M-$51.6K2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED1,190,8971,146,545+44,352+4%$110.7M$115.4M+$4.6M2026-11-03
Clearstead Advisors, LLC
INCREASED1,146,8211,096,285+50,536+5%$105.9M$111.1M+$5.2M2026-11-06
New York Life Investment Management LLC
INCREASED1,135,1901,078,383+56,807+5%$104.2M$110.0M+$5.8M2026-11-04
Regions Financial Corp
INCREASED1,135,0451,092,229+42,816+4%$105.5M$110.0M+$4.5M2026-11-05
Global Strategic Investment Solutions, LLC
DECREASED1,129,9011,136,642-6,741-1%$109.8M$109.5M-$312.0K2026-10-16
AlphaCore Capital LLC
INCREASED1,108,297787,887+320,410+41%$76.1M$107.4M+$31.3M2026-11-04
Aspiriant, LLC
INCREASED1,097,0701,010,674+86,396+9%$97.6M$106.3M+$8.7M2026-10-16
Graves Light Lenhart Wealth, Inc.
INCREASED1,045,3991,013,378+32,021+3%$97.9M$101.3M+$3.4M2026-10-09
Bangor Savings Bank
DECREASED1,031,8691,136,555-104,686-9%$109.8M$100.0M-$9.8M2026-10-06
Klingman & Associates, LLC
INCREASED1,030,2791,002,180+28,099+3%$96.8M$99.8M+$3.0M2026-10-20
First National Trust Co
DECREASED1,003,4601,044,216-40,756-4%$100.9M$97.2M-$3.6M2026-10-28
AMG National Trust Bank
INCREASED993,701933,430+60,271+6%$90.2M$96.3M+$6.1M2026-11-05
Fragasso Financial Advisors Inc
INCREASED968,548958,090+10,458+1%$92.5M$93.5M+$951.7K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED939,180993,547-54,367-5%$96.0M$91.0M-$5.0M2026-10-14
Catalyst Financial Partners LLC
INCREASED935,592864,303+71,289+8%$83.5M$90.6M+$7.2M2026-11-06
First Hawaiian Bank
INCREASED930,534920,605+9,929+1%$88.9M$90.2M+$1.2M2026-10-14
Kestra Advisory Services, LLC
INCREASED921,541861,731+59,810+7%$83.2M$89.3M+$6.1M2026-11-02
CX Institutional
INCREASED906,032861,670+44,362+5%$83.2K$87.8K+$4.6K2026-10-02
True Link Financial Advisors, LLC
INCREASED903,132890,181+12,951+1%$86.0M$87.5M+$1.5M2026-10-27
Quadrant Capital Group LLC
INCREASED899,886885,703+14,183+2%$85.5M$87.0M+$1.4M2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED884,853963,753-78,900-8%$93.1M$85.7M-$7.4M2026-11-03
Nottingham Advisors, Inc.
INCREASED835,876730,459+105,417+14%$80.6M$80.2M-$376.8K2026-10-29
Midwest Trust Co
INCREASED826,758802,018+24,740+3%$77.5M$80.1M+$2.6M2026-10-22
Ironwood Wealth Management, Llc.
DECREASED822,374830,395-8,021-1%$80.2M$79.7M-$527.9K2026-10-28
Bailard, Inc.
INCREASED814,008808,653+5,355+1%$78.1M$78.9M+$761.4K2026-10-13
RMR Wealth Builders
INCREASED801,453753,130+48,323+6%$72.7M$77.6M+$4.9M2026-10-22
MPS Loria Financial Planners, LLC
NEW796,184—+796,184——$77.1M—2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED789,225761,616+27,609+4%$73.6M$76.5M+$2.9M2026-10-15
Opus Capital Group, LLC
DECREASED780,981782,078-1,0970%$75.5M$75.7K-$75.5M2026-10-30
Brookstone Capital Management
DECREASED772,109950,200-178,091-19%$91.8M$74.8M-$17.0M2026-10-22
Apella Capital, LLC
INCREASED769,192513,616+255,576+50%$49.8M$74.0M+$24.2M2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED768,036782,729-14,693-2%$75.6M$74.4M-$1.2M2026-10-16
Roth Financial Partners LLC
DECREASED762,710763,649-9390%$73.8M$73.9M+$140.7K2026-10-06
Parallel Advisors, LLC
INCREASED720,375639,580+80,795+13%$61.8M$69.8M+$8.0M2026-11-03
Orgel Wealth Management, LLC
INCREASED709,450706,882+2,568+0%$68.3M$68.7M+$460.9K2026-10-14
Leverty Financial Group, LLC
INCREASED688,238633,643+54,595+9%$61.2M$66.7M+$5.5M2026-10-08
Southern Farm Bureau Life Insurance
UNCHANGED685,189685,18900%$66.2M$66.4K-$66.1M2026-10-15
71 West Capital Partners
INCREASED673,726656,894+16,832+3%$63.4M$65.3M+$1.8M2026-11-04
Brickley Wealth Management
INCREASED660,774653,903+6,871+1%$63.2M$64.0M+$861.8K2026-11-04
Cabot-Wellington, LLC
DECREASED655,351689,947-34,596-5%$66.6M$63.5M-$3.1M2026-11-02
Colony Family Offices, LLC
INCREASED653,111652,458+653+0%$63.0M$63.3M+$259.0K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED639,410199,410+440,000+221%$19.3M$61.9M+$42.7M2026-11-03
Savant Capital, LLC
INCREASED608,019425,341+182,678+43%$41.7M$58.9M+$17.2M2026-11-06
Crestwood Advisors Group, LLC
INCREASED606,258603,713+2,545+0%$58.3M$58.7M+$430.0K2026-10-27
Encompass Wealth Advisors, LLC
INCREASED597,636289,422+308,214+106%$28.0M$57.9M+$29.9M2026-10-15
Parkside Investments, LLC
DECREASED593,885594,046-1610%$57.4M$57.5M+$162.6K2026-10-20
Valley Forge Investment Consultants Inc ADV
INCREASED586,649564,841+21,808+4%$54.6M$56.8M+$2.3M2026-11-03
Earned Wealth Advisors, LLC
INCREASED583,321529,634+53,687+10%$51.2M$56.5M+$5.4M2026-11-06
Park Avenue Securities LLC
INCREASED582,627362,178+220,449+61%$35.0M$56.4K-$34.9M2026-10-26
Ledyard National Bank
DECREASED581,830582,039-2090%$56.2M$56.4M+$154.4K2026-10-21
Fusion Family Wealth, LLC
INCREASED580,713576,900+3,813+1%$55.7M$56.3M+$542.4K2026-11-02
Lockheed Martin Investment Management Co
UNCHANGED560,000560,00000%$54.1M$54.3M+$168.0K2026-11-04
Stash Investments, LLC
INCREASED554,719544,042+10,677+2%$52.5M$53.7M+$1.2M2026-10-26
Pathway Financial Advisors LLC
INCREASED550,410388,506+161,904+42%$37.8M$53.3M+$15.5M2026-10-07
Pacific Capital Wealth Advisors, Inc.
INCREASED547,467518,409+29,058+6%$50.1M$53.0M+$3.0M2026-10-22
Revolve Wealth Partners, LLC
INCREASED545,409532,594+12,815+2%$51.4M$52.8M+$1.4M2026-10-23
Shepherd Financial Partners LLC
INCREASED544,889534,513+10,376+2%$51.6M$52.8M+$1.2M2026-11-03
Citigroup Inc
INCREASED543,719445,714+98,005+22%$43.0M$52.7M+$9.6M2026-11-04
Farther Finance Advisors, LLC
DECREASED542,389607,759-65,370-11%$58.7M$52.5M-$6.1M2026-10-08
Atria Investments, Inc
INCREASED536,021491,194+44,827+9%$47.4M$51.9M+$4.5M2026-10-15
Perigon Wealth Management, LLC
INCREASED531,139316,752+214,387+68%$30.6M$51.5M+$20.9M2026-10-22
MCF Advisors LLC
DECREASED514,417533,982-19,565-4%$51.6M$49.8M-$1.7M2026-10-28
Global Wealth Strategies & Associates
INCREASED514,121503,820+10,301+2%$48.7M$49.8M+$1.1M2026-10-02
Sofi Wealth, LLC
INCREASED512,686425+512,261+120532%$41.0K$49.7M+$49.6M2026-10-27
Liquid Strategies, LLC
INCREASED507,868347,344+160,524+46%$33.5M$49.2M+$15.7M2026-11-04
Cutler Investment Counsel LLC
INCREASED506,028497,532+8,496+2%$48.1M$49.0M+$972.3K2026-10-28
Isthmus Partners, LLC
INCREASED505,486504,019+1,467+0%$48.7M$49.0M+$293.3K2026-10-21
Bishop & Co Investment Management, LLC
INCREASED496,919491,811+5,108+1%$47.5M$48.1M+$642.4K2026-11-05
Vicus Capital
DECREASED494,294495,223-9290%$47.8M$47.9M+$58.6K2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED489,160492,115-2,955-1%$47.5M$47.4M-$138.5K2026-10-08
BLB&B Advisors, LLC
DECREASED487,584491,224-3,640-1%$47.4M$47.2M-$205.3K2026-10-27
Empire Life Investments Inc.
INCREASED487,237421,505+65,732+16%$40.7M$47.2M+$6.5M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED484,537453,492+31,045+7%$43.8M$46.9M+$3.1M2026-11-05
Kestra Private Wealth Services, LLC
INCREASED471,678448,670+23,008+5%$43.3M$45.7M+$2.4M2026-11-06
Probity Advisors, Inc.
INCREASED470,687466,357+4,330+1%$45.0M$45.6M+$559.4K2026-10-23
Archford Capital Strategies, LLC
INCREASED468,300462,639+5,661+1%$44.7M$45.4M+$687.2K2026-10-19
Vise Technologies, Inc.
INCREASED461,200299,991+161,209+54%$29.0M$44.7M+$15.7M2026-10-29
Merit Financial Group, LLC
INCREASED457,254451,864+5,390+1%$43.6M$44.3M+$657.8K2026-11-06
Center for Financial Planning, Inc.
DECREASED431,929433,664-1,7350%$41.9M$41.8M-$37.9K2026-10-26
Heck Capital Advisors, LLC
INCREASED426,238404,874+21,364+5%$39.1M$41.3M+$2.2M2026-10-14
Affiance Financial, LLC
INCREASED424,837404,972+19,865+5%$39.1M$41.2M+$2.0M2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED424,045421,643+2,402+1%$40.7M$41.1M+$359.2K2026-10-27
Sterling Investment Advisors LLC
INCREASED418,911412,090+6,821+2%$39.8M$40.6M+$784.4K2026-10-27
Acropolis Investment Management, LLC
DECREASED417,454429,200-11,746-3%$41.5M$40.4M-$1.0M2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED411,357405,071+6,286+2%$39.1M$39.9M+$730.5K2026-10-05
Bull Oak Capital, LLC
INCREASED411,244403,026+8,218+2%$38.9M$39.8M+$917.0K2026-10-23
Resonant Capital Advisors, LLC
DECREASED398,925402,022-3,097-1%$38.8M$38.6M-$179.4K2026-10-15
Element Pointe Advisors, LLC
INCREASED396,361328,745+67,616+21%$31.8M$38.4M+$6.6M2026-10-21
Dynamic Advisor Solutions LLC
INCREASED395,723386,991+8,732+2%$37.4M$38.3M+$962.0K2026-10-13
Cranbrook Wealth Management, LLC
DECREASED395,487396,052-5650%$38.3M$38.3M+$64.1K2026-10-28
Brandywine OAK Private Wealth LLC
INCREASED385,997384,856+1,141+0%$37.2M$37.4M+$226.0K2026-10-23
Grove Bank & Trust
INCREASED381,551376,422+5,129+1%$36.4M$37.0M+$609.8K2026-10-08
Venture Visionary Partners LLC
INCREASED369,769348,080+21,689+6%$33.6M$35.8M+$2.2M2026-10-07
Symphony Financial, Ltd. Co.
INCREASED367,774119,393+248,381+208%$11.5M$35.7M+$24.1M2026-10-22
Tennessee Valley Asset Management Partners
INCREASED367,643354,010+13,633+4%$34.2M$35.6M+$1.4M2026-11-03
Iowa State Bank
INCREASED365,493352,924+12,569+4%$34.1M$35.4M+$1.3M2026-10-06
McKinley Carter Wealth Services, Inc.
DECREASED364,714368,453-3,739-1%$35.6M$35.3M-$251.7K2026-10-16
Beacon Bank & Trust
INCREASED362,039360,832+1,207+0%$34.8M$35.1M+$225.2K2026-10-27
Shoker Investment Counsel, Inc.
DECREASED358,878360,045-1,1670%$34.8M$34.8M-$5.0K2026-11-04
Kopp Family Office, LLC
INCREASED354,846270+354,576+131324%$26.1K$26.2K+$812026-10-21
Marion Wealth Management
INCREASED353,503343,708+9,795+3%$33.2M$34.2M+$1.1M2026-10-22
New Perspectives, Inc
INCREASED351,148342,517+8,631+3%$33.1M$34.0M+$938.9K2026-10-14
Evergreen Capital Management LLC
INCREASED350,936345,593+5,343+2%$33.4M$34.0M+$621.3K2026-10-23
Ironsides Asset Advisors, LLC
UNCHANGED346,378346,37800%$33.5M$33.6M+$103.9K2026-10-20
JFS Wealth Advisors, LLC
INCREASED345,467342,642+2,825+1%$33.1M$33.5M+$376.5K2026-11-03
Old National Bancorp
INCREASED342,511341,806+705+0%$33.0M$33.2M+$170.8K2026-10-20
Tull Financial Group, Inc.
INCREASED342,158329,996+12,162+4%$31.9M$33.1M+$1.3M2026-11-05
Coastline Trust Co
INCREASED341,129331,526+9,603+3%$32.0M$33.0M+$1.0M2026-10-01
Regent Peak Wealth Advisors LLC
INCREASED340,655322,722+17,933+6%$31.2M$33.0M+$1.8M2026-10-13
iA Global Asset Management Inc.
INCREASED332,491313,949+18,542+6%$30.3M$32.2K-$30.3M2026-10-29
Elevation Point Wealth Partners, LLC
DECREASED329,566367,626-38,060-10%$35.5M$31.9M-$3.6M2026-11-05
MV Capital Management, Inc.
INCREASED326,820318,525+8,295+3%$30.8M$31.7M+$899.2K2026-10-29
Washington Trust Co
INCREASED324,807318,667+6,140+2%$30.8M$31.5M+$690.4K2026-10-22
Capital Investment Advisors, LLC
INCREASED323,502311,192+12,310+4%$30.1M$31.3M+$1.3M2026-10-22
Neumann Capital Management, LLC
NEW322,813—+322,813——$31.3M—2026-10-15
Spire Wealth Management
INCREASED321,980319,116+2,864+1%$30.8M$31.2M+$373.2K2026-10-30
GHP Investment Advisors, Inc.
INCREASED320,452317,111+3,341+1%$30.6M$31.0M+$418.8K2026-10-15
Community Bank, N.A.
DECREASED319,509319,923-4140%$30.9M$31.0M+$55.9K2026-11-06
Dean, Jacobson Financial Services, LLC
DECREASED318,808319,298-4900%$30.8M$30.9M+$48.3K2026-10-29
Salus Financial Advisors, LLC
INCREASED317,316298,638+18,678+6%$28.8M$30.7M+$1.9M2026-10-20
MBL Wealth, LLC
INCREASED316,732316,152+580+0%$30.5M$30.7M+$151.0K2026-10-22
Thrivent Financial for Lutherans
INCREASED312,720233,404+79,316+34%$22.5M$30.2M+$7.7M2026-11-05
Towercrest Capital Management
DECREASED310,048331,636-21,588-7%$32.0M$30.0M-$2.0M2026-10-23
Simon Quick Advisors, LLC
DECREASED308,277347,495-39,218-11%$33.6M$29.9M-$3.7M2026-10-26
Twele Capital Management, Inc.
INCREASED305,503305,116+387+0%$29.5M$29.6M+$129.0K2026-10-13
Bare Financial Services, Inc
DECREASED297,587387,397-89,810-23%$37.4M$28.8M-$8.6M2026-11-04
Atlantic Edge Private Wealth Management, LLC
INCREASED296,802282,364+14,438+5%$27.3M$28.8M+$1.5M2026-10-20
Associated Banc-Corp
INCREASED295,225283,379+11,846+4%$27.4M$28.6M+$1.2M2026-10-30
West Financial Advisors, LLC
INCREASED293,334290,065+3,269+1%$28.0M$28.4M+$403.7K2026-10-22
DT Investment Partners, LLC
DECREASED291,547293,895-2,348-1%$28.4M$28.2M-$139.3K2026-10-27
West Paces Advisors Inc.
INCREASED288,819270,561+18,258+7%$26.1M$28.0M+$1.9M2026-10-13
Great Diamond Partners, LLC
INCREASED286,681284,116+2,565+1%$27.4M$27.8M+$333.7K2026-10-13
Tarbox Family Office, Inc.
DECREASED284,458285,923-1,465-1%$27.6M$27.6M-$56.2K2026-10-23
Montis Financial, LLC
DECREASED281,592286,757-5,165-2%$27.7M$27.3M-$414.4K2026-11-04
Private Client Services, LLC
INCREASED276,781249,505+27,276+11%$24.1M$26.8M+$2.7M2026-10-02
Highline Wealth Partners LLC
INCREASED271,976247,779+24,197+10%$23.9M$26.3M+$2.4M2026-10-19
Inspire Trust Co, N.A.
INCREASED271,000259,000+12,000+5%$25.0M$26.3M+$1.2M2026-11-05
Enclave Advisors LLC
INCREASED265,109206,344+58,765+28%$19.9M$25.7M+$5.8M2026-10-14
Apollon Wealth Management, LLC
INCREASED264,372256,510+7,862+3%$24.8M$25.6M+$838.6K2026-10-23
Foster Dykema Cabot & Partners, LLC
DECREASED263,937266,087-2,150-1%$25.7M$25.6M-$128.5K2026-10-30
NorthLanding Financial Partners, LLC
DECREASED263,896266,783-2,887-1%$25.8M$25.6M-$199.7K2026-10-15
Instrumental Wealth, LLC
INCREASED261,459249,690+11,769+5%$24.1M$25.3M+$1.2M2026-10-20
CIBC Asset Management Inc
INCREASED261,222208,553+52,669+25%$20.1M$25.3M+$5.2M2026-11-05
Hudson Capital Management LLC
INCREASED255,242254,966+276+0%$24.6M$24.7M+$103.2K2026-10-20
Southern Capital Advisors, LLC
INCREASED254,824229,454+25,370+11%$22.2M$24.7M+$2.5M2026-10-26
Legacy Wealth Partners, LLC
INCREASED253,290246,985+6,305+3%$23.9M$24.5M+$684.9K2026-10-15
Guidance Point Advisors, LLC
INCREASED252,080240,817+11,263+5%$23.3M$24.4M+$1.2M2026-10-15
Columbia Bank
INCREASED252,051225,679+26,372+12%$21.8M$24.4M+$2.6M2026-10-29
HB Wealth Management, LLC
INCREASED252,020221,946+30,074+14%$21.4M$24.4M+$3.0M2026-10-23
Waterway Wealth Management, LLC
INCREASED251,528247,308+4,220+2%$19.9M$20.4M+$532.0K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED249,974247,653+2,321+1%$23.9M$24.2M+$299.2K2026-11-03
WealthPlan Investment Management, LLC
INCREASED248,785227,669+21,116+9%$22.0M$24.1M+$2.1M2026-10-15
Martel Wealth Advisors LLC
DECREASED247,396254,771-7,375-3%$24.6M$24.0M-$638.1K2026-10-14
Mann Financial Group, Inc.
INCREASED247,336245,062+2,274+1%$23.7M$24.0M+$293.8K2026-10-15
Sigma Investment Counselors Inc
INCREASED246,437236,645+9,792+4%$22.9M$23.9M+$1.0M2026-10-27
Abundance Wealth Counselors
DECREASED241,946243,557-1,611-1%$23.5M$23.4M-$83.1K2026-10-26
Mycio Wealth Partners, LLC
DECREASED240,114247,421-7,307-3%$23.9M$23.3M-$633.7K2026-11-04
Sowell Financial Services LLC
DECREASED238,489246,223-7,734-3%$23.8M$23.1M-$675.4K2026-10-23
IFP Advisors, Inc
INCREASED238,028233,923+4,105+2%$22.6M$23.1M+$467.9K2026-10-16
S. R. Schill & Associates
DECREASED236,468265,375-28,907-11%$25.6M$22.9M-$2.7M2026-10-20
Strategic Point Investment Advisors, LLC
INCREASED236,331235,578+753+0%$22.8M$22.9M+$143.6K2026-10-29
Hillman Co
UNCHANGED234,481234,48100%$22.6M$22.7M+$70.3K2026-10-28
Crescent Grove Advisors, LLC
INCREASED233,268214,655+18,613+9%$20.7M$22.6M+$1.9M2026-10-21
Lpwm LLC
INCREASED232,715226,644+6,071+3%$21.9M$22.5M+$656.2K2026-10-20
WBH Advisory Inc
INCREASED228,641199,322+29,319+15%$19.3M$22.2M+$2.9M2026-11-05
St. Clair Advisors, LLC
INCREASED228,636225,416+3,220+1%$21.8M$22.2M+$379.6K2026-10-13
West Wealth Group, LLC
INCREASED228,5684,349+224,219+5156%$420.1K$22.1M+$21.7M2026-10-14
Cassilly Financial Group LLC
INCREASED226,133173,748+52,385+30%$16.8M$21.9M+$5.1M2026-10-07
Single Point Partners, LLC
INCREASED224,368219,717+4,651+2%$21.2M$21.7M+$517.0K2026-10-19
Wealth Architects, LLC
INCREASED223,221222,992+229+0%$21.5M$21.6M+$89.1K2026-11-03
International City Management Association Retirement Corp
NEW220,437—+220,437——$21.4M—2026-10-26
Fairway Wealth LLC
INCREASED218,986211,595+7,391+3%$20.4M$21.2M+$779.5K2026-10-30
Bahl & Gaynor LLC
INCREASED217,645214,326+3,319+2%$20.7M$21.1M+$385.8K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED217,197210,043+7,154+3%$20.3M$21.0M+$756.2K2026-11-04
Integrated Advisors Network LLC
INCREASED217,181209,481+7,700+4%$20.2M$21.0M+$808.9K2026-10-20
First Citizens Asset Management, Inc.
INCREASED217,063212,161+4,902+2%$20.5M$21.0M+$538.6K2026-11-06
Lincoln Capital Corp
DECREASED216,857217,387-5300%$21.0M$21.0M+$13.9K2026-10-13
Compound Planning, Inc.
DECREASED216,475249,619-33,144-13%$24.1M$21.0M-$3.1M2026-11-05
Provenance Wealth Advisors, LLC
INCREASED216,014140,818+75,196+53%$13.6M$20.9M+$7.3M2026-10-30
ERn Financial, LLC
DECREASED214,305216,224-1,919-1%$20.9M$20.8M-$121.1K2026-10-28
James J. Burns & Company, LLC
INCREASED213,504202,475+11,029+5%$19.6M$20.7M+$1.1M2026-10-22
SkyOak Wealth, LLC
INCREASED211,257204,042+7,215+4%$19.7M$20.5M+$760.2K2026-10-28
First Merchants Corp
INCREASED207,279194,223+13,056+7%$18.8M$20.1M+$1.3M2026-10-15
Prairie Advisory, LLC
INCREASED206,98496,528+110,456+114%$9.3M$20.1M+$10.7M2026-10-19
McAdam, LLC
DECREASED203,288208,548-5,260-3%$20.1M$19.7M-$447.0K2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED203,139206,501-3,362-2%$19.9M$19.7M-$263.8K2026-11-02
Randall & Associates Wealth Management
INCREASED201,245190,048+11,197+6%$18.4M$19.5M+$1.1M2026-10-20
Shrier Wealth Management, LLC
INCREASED198,775194,011+4,764+2%$18.7M$19.3M+$519.8K2026-10-20
Koesten, Hirschmann & Crabtree, Inc.
INCREASED197,582187,226+10,356+6%$18.1M$19.1M+$1.1M2026-10-13
Aspect Partners, LLC
INCREASED197,350191,616+5,734+3%$18.5M$19.1M+$613.0K2026-10-20
Ashton Thomas Securities, LLC
NEW197,292—+197,292——$19.1M—2026-10-26
PDS Planning, Inc
INCREASED189,072188,300+772+0%$18.2M$18.3M+$131.4K2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED184,551176,248+8,303+5%$17.0M$17.9M+$857.3K2026-10-30
Meridian Wealth Management, LLC
INCREASED182,801172,923+9,878+6%$16.7M$17.7M+$1.0M2026-11-05
GoalVest Advisory LLC
INCREASED181,897168,361+13,536+8%$16.3M$17.6M+$1.4M2026-10-02
Tectonic Advisors LLC
INCREASED180,998174,341+6,657+4%$16.8M$17.5M+$697.2K2026-10-22
Sage Rhino Capital LLC
INCREASED180,929179,361+1,568+1%$17.3M$17.5M+$205.7K2026-10-28
Royal Harbor Partners, LLC
INCREASED179,514178,466+1,048+1%$17.2M$17.4M+$155.1K2026-10-29
Flywheel Private Wealth LLC
INCREASED178,705168,943+9,762+6%$16.3M$17.3M+$996.4K2026-11-02
Guidance Capital, Inc
DECREASED176,340178,249-1,909-1%$17.2M$17.0M-$205.9K2026-11-03
Diversify Advisory Services, LLC
INCREASED175,514143,108+32,406+23%$13.9M$17.0M+$3.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED175,514143,108+32,406+23%$13.9M$17.0M+$3.1M2026-10-20
Northside Capital Management, LLC
INCREASED175,405169,665+5,740+3%$16.4M$17.0M+$607.0K2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED172,431182,159-9,728-5%$17.6M$16.7M-$887.8K2026-10-08
Topel & Distasi Wealth Management, LLC
DECREASED170,270170,320-500%$16.4M$16.5M+$46.3K2026-11-05
Proathlete Wealth Management LLC
INCREASED168,577166,358+2,219+1%$16.1M$16.3M+$264.9K2026-10-15
P/E Global LLC
DECREASED168,377168,838-4610%$16.3M$16.3M+$6.0K2026-10-29
Riversedge Advisors, LLC
DECREASED167,304167,699-3950%$16.2M$16.2M+$12.0K2026-10-09
Integrity Alliance, Llc.
DECREASED166,845172,855-6,010-3%$16.7M$16.2M-$530.4K2026-10-29
Beirne Wealth Consulting Services, LLC
INCREASED164,507161,447+3,060+2%$15.6M$15.9M+$344.9K2026-10-19
Accurate Wealth Management, LLC
INCREASED163,902139,068+24,834+18%$13.5M$15.8M+$2.3M2026-10-20
Northcape Wealth Management, LLC
DECREASED163,561163,974-4130%$15.8M$15.8M+$9.2K2026-11-04
Carbahal Olsen Financial Services Group, LLC
INCREASED163,124157,951+5,173+3%$15.3M$15.8M+$548.4K2026-11-05
Stephens Group Asset Management, LLC
DECREASED162,493165,785-3,292-2%$16.0M$15.7M-$269.2K2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED161,952165,497-3,545-2%$16.0M$15.7M-$293.8K2026-10-13
Certified Advisory Corp
DECREASED161,266176,394-15,128-9%$17.0M$15.6M-$1.4M2026-10-29
Anderson Hoagland & Co
INCREASED160,874154,878+5,996+4%$15.0M$15.5M+$505.3K2026-10-23
Strategic Investment Management, LLC
DECREASED160,101160,551-4500%$15.5M$15.5M+$4.6K2026-10-20
Vista Finance, LLC
INCREASED156,222155,618+604+0%$15.0M$15.1M+$105.2K2026-10-23
Alliance Wealth Management Group
DECREASED156,040172,207-16,167-9%$16.6M$15.1M-$1.5M2026-10-29
Brooklyn FI, LLC
DECREASED154,957156,898-1,941-1%$15.2M$15.3M+$26.9K2026-11-05
Mather Group, Llc.
INCREASED154,739134,951+19,788+15%$13.0M$15.0M+$2.0M2026-10-14
YHB Investment Advisors, Inc.
INCREASED154,452153,211+1,241+1%$14.8M$15.0M+$166.2K2026-10-08
Vaughan & Co Securities, Inc.
INCREASED154,384151,365+3,019+2%$14.6M$15.0M+$337.9K2026-10-23
Allen Investment Management, LLC
UNCHANGED153,824153,82400%$14.9M$14.9M+$47.7K2026-11-03
Harbour Capital Advisors, LLC
INCREASED153,679152,459+1,220+1%$14.8M$14.9M+$66.4K2026-10-13
MGO One Seven LLC
INCREASED152,567138,038+14,529+11%$13.3M$14.8M+$1.4M2026-10-28
Berman McAleer LLC
DECREASED152,032152,617-5850%$14.7M$14.7M-$10.9K2026-10-16
Trek Financial, LLC
DECREASED151,177173,402-22,225-13%$16.7M$14.6M-$2.1M2026-10-29
Courier Capital LLC
DECREASED151,128153,831-2,703-2%$14.9M$14.6M-$215.7K2026-10-19
Tortoise Investment Management, LLC
DECREASED151,048152,455-1,407-1%$14.7M$14.6M-$90.6K2026-11-06
Eastern Bank
INCREASED150,749147,969+2,780+2%$14.3M$14.6M+$313.7K2026-10-05
Wealthcare Advisory Partners LLC
INCREASED150,30037,505+112,795+301%$3.6M$14.6M+$10.9M2026-10-21
IFS Advisors, LLC
DECREASED149,485150,786-1,301-1%$14.6M$14.5M-$80.8K2026-10-14
Harbor Capital Advisors, Inc.
INCREASED149,461146,081+3,380+2%$14.1M$14.5K-$14.1M2026-10-22
May Hill Capital, LLC
INCREASED147,468102,228+45,240+44%$9.9M$14.3M+$4.4M2026-11-03
Motive Wealth Advisors
DECREASED146,202146,415-2130%$14.1M$14.2M+$23.3K2026-10-26
Armbruster Capital Management, Inc.
INCREASED144,286143,475+811+1%$13.9M$14.0M+$121.6K2026-10-19
Veery Capital, LLC
INCREASED144,213143,750+463+0%$13.9M$14.0M+$88.0K2026-10-07
Montecito Bank & Trust
INCREASED144,007143,342+665+0%$13.8M$14.0M+$107.4K2026-10-01
Mechanics Financial Corp
INCREASED143,404136,452+6,952+5%$13.2M$13.9M+$714.4K2026-11-05
Swmg, LLC
INCREASED142,975116,366+26,609+23%$11.3M$13.7M+$2.5M2026-10-23
Highland Capital Management, LLC
INCREASED142,577142,389+188+0%$13.8M$13.8M+$60.9K2026-10-26
Montz Harcus Wealth Management LLC
DECREASED142,434142,895-4610%$13.8M$13.8M-$1.7K2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED142,401218,529-76,128-35%$21.1M$13.8M-$7.3M2026-11-04
Caldwell Trust Co
INCREASED141,821111,455+30,366+27%$10.8M$13.7M+$3.0M2026-10-30
Smith Partners Wealth Management, LLC
INCREASED140,290118,994+21,296+18%$11.5M$13.6M+$2.1M2026-11-05
Foundry Financial Group, Inc.
INCREASED138,364135,770+2,594+2%$13.1M$13.4M+$292.0K2026-10-28
Fund Evaluation Group, LLC
INCREASED137,415137,356+59+0%$13.3M$13.3M+$46.9K2026-11-05
Aureum Wealth Management, LLC
INCREASED137,270136,811+459+0%$13.2M$13.3M+$85.5K2026-10-15
Axxcess Wealth Management, LLC
DECREASED135,263235,416-100,153-43%$22.7M$13.1M-$9.6M2026-10-21
Pinion Investment Advisors, LLC
INCREASED135,148128,146+7,002+5%$12.4M$13.1M+$716.8K2026-11-04
Apollon Financial, LLC
INCREASED135,065133,596+1,469+1%$12.9M$13.1M+$182.4K2026-10-23
Cypress Financial Planning LLC
INCREASED134,444122,913+11,531+9%$11.9M$13.0M+$1.2M2026-10-09
Silverleafe Capital Partners, LLC
INCREASED133,901133,667+234+0%$12.9M$13.0M+$62.8K2026-10-02
Nova R Wealth, Inc.
DECREASED133,867138,277-4,410-3%$13.4M$13.0M-$385.8K2026-10-26
Penney Financial, LLC
INCREASED133,379132,569+810+1%$12.8M$12.9M+$118.2K2026-10-20
Acorn Creek Capital LLC
INCREASED132,824130,786+2,038+2%$12.6M$12.9M+$236.7K2026-11-05
Heritage Investors Management Corp
DECREASED128,636131,186-2,550-2%$12.7M$12.5K-$12.7M2026-10-29
Investment Partners, Ltd.
INCREASED128,61260,686+67,926+112%$5.9M$12.5M+$6.6M2026-10-29
Emergent Wealth Advisors, LLC
INCREASED128,543122,017+6,526+5%$11.8M$12.5M+$674.9K2026-10-09
Omega Financial Group, LLC
DECREASED128,254129,502-1,248-1%$12.5M$12.4M-$82.0K2026-10-29
Cabot Wealth Management Inc
DECREASED127,886128,258-3720%$12.4M$12.4M+$2.4K2026-11-05
Blue Trust, Inc.
INCREASED126,95934,464+92,495+268%$3.3M$12.3M+$9.0M2026-10-15
Smithbridge Asset Management Inc
DECREASED125,459127,511-2,052-2%$12.3M$12.2M-$160.5K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED125,130124,846+284+0%$12.1M$12.1M+$64.9K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED123,169118,738+4,431+4%$11.5M$11.9M+$464.9K2026-11-05
NewCorp Financial Services, Inc.
INCREASED123,104122,591+513+0%$11.8M$11.9M+$86.5K2026-10-14
Winthrop Capital Management, LLC
DECREASED122,983128,488-5,505-4%$12.4M$11.9M-$494.4K2026-11-05
Westside Investment Management, Inc.
INCREASED122,547117,494+5,053+4%$11.3M$11.9M+$525.0K2026-11-02
Hudson Oak Wealth Advisory LLC
INCREASED122,042121,238+804+1%$11.7M$11.8M+$114.3K2026-10-16
Cullen T Bankers, Inc.
INCREASED121,524107,657+13,867+13%$10.4M$11.8M+$1.4M2026-10-28
Plancorp, LLC
DECREASED120,419123,732-3,313-3%$11.9M$11.6M-$299.3K2026-11-03
Smith Salley Wealth Management
DECREASED119,698119,957-2590%$11.6M$11.6M+$10.8K2026-11-03
Canopy Partners, LLC
DECREASED118,622119,021-3990%$11.5M$11.5M-$2.9K2026-10-28
Versant Capital Management, Inc
UNCHANGED116,100116,10000%$11.2M$11.2M+$34.8K2026-10-02
BIP Wealth, LLC
DECREASED115,065116,838-1,773-2%$11.3M$11.1M-$136.7K2026-10-22
One Advisory Partners, LLC
NEW114,271—+114,271——$11.1M—2026-10-22
Central Pacific Bank - Trust Division
INCREASED114,002108,123+5,879+5%$10.4M$11.0M+$602.0K2026-10-06
Greenspring Advisors, LLC
DECREASED113,018113,465-4470%$11.0M$10.9M-$9.3K2026-11-05
Nations Financial Group Inc,
INCREASED112,149110,385+1,764+2%$10.7M$10.9M+$204.0K2026-11-05
Ascent Group, LLC
DECREASED111,655115,606-3,951-3%$11.2M$10.8M-$348.1K2026-10-30
SC&H Financial Advisors, Inc.
DECREASED111,546111,815-2690%$10.8M$10.8M+$7.5K2026-10-14
Abound Wealth Management
DECREASED111,371112,102-731-1%$10.8M$10.8M-$37.2K2026-10-26
Tanager Wealth Management LLP
DECREASED111,041114,019-2,978-3%$11.0M$10.8M-$254.3K2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED109,272111,209-1,937-2%$10.7M$10.6M-$154.3K2026-10-28
Aspen Investment Management Inc
INCREASED109,036107,296+1,740+2%$10.4K$10.6M+$10.6M2026-11-05
Family Capital Trust Co
DECREASED108,612109,444-832-1%$10.6M$10.5M-$47.8K2026-10-22
Founders Financial Securities LLC
DECREASED108,576148,832-40,256-27%$14.4M$10.5M-$3.9M2026-10-28
Fulton Bank, N.A.
DECREASED108,473110,329-1,856-2%$10.7M$10.5M-$146.7K2026-10-14
Planned Solutions, Inc.
DECREASED108,283138,302-30,019-22%$13.4M$10.5M-$2.9M2026-10-19
SYM Financial Corp
DECREASED108,253108,747-4940%$10.5M$10.5M-$15.2K2026-10-26
Camelot Technology Advisors, Inc.
INCREASED107,454105,665+1,789+2%$10.2M$10.4M+$205.0K2026-10-09
Asset Allocation Strategies LLC
INCREASED107,44651,519+55,927+109%$5.0M$10.4M+$5.4M2026-10-20
First United Bank & Trust
INCREASED107,378105,428+1,950+2%$10.2M$10.4M+$220.5K2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED106,478105,736+742+1%$10.2M$10.3M+$103.6K2026-10-16
Chicago Partners Investment Group LLC
INCREASED105,893104,106+1,787+2%$10.0M$10.1M+$162.6K2026-10-27
Life Planning Partners, Inc
DECREASED105,219109,808-4,589-4%$10.6M$10.2M-$411.6K2026-10-28
Acima Private Wealth, LLC
INCREASED104,55399,334+5,219+5%$9.6M$10.1M+$535.4K2026-10-05
Central Trust Co
INCREASED103,78293,813+9,969+11%$9.1M$10.1M+$993.9K2026-11-05
MSH Capital Advisors LLC
INCREASED103,188100,579+2,609+3%$9.7M$10.0M+$282.9K2026-11-03
Waldron Private Wealth LLC
INCREASED103,055102,206+849+1%$9.9M$10.0M+$112.9K2026-11-02
D.A. Davidson & Co.
INCREASED102,92488,908+14,016+16%$8.6M$10.0M+$1.4M2026-10-28
Beacon Advisors Holdings, LLC
INCREASED102,485100,707+1,778+2%$9.7M$9.9M+$202.4K2026-10-27
Florida Trust Wealth Management Co
INCREASED101,43796,125+5,312+6%$9.3M$9.8M+$543.5K2026-11-05
Patriot Investment Management Group, Inc.
DECREASED101,420101,722-3020%$9.8M$9.8M+$1.3K2026-10-15
Arbor Investment Advisors, LLC
INCREASED101,263100,765+498+0%$9.7M$9.8M+$78.5K2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED101,01999,318+1,701+2%$9.6M$9.8M+$194.6K2026-10-20
Claro Advisors Inc.
INCREASED100,70247,863+52,839+110%$4.6M$9.8M+$5.1M2026-11-02
Louisbourg Investments Inc.
INCREASED99,38998,511+878+1%$9.5M$9.6M+$114.6K2026-10-20
Harbor Investment Advisory, LLC
INCREASED99,09693,457+5,639+6%$9.0M$9.6M+$574.3K2026-10-13
Outlook Wealth Advisors, LLC
INCREASED96,86095,081+1,779+2%$9.2M$9.4M+$201.0K2026-10-28
Laurel Wealth Advisors LLC
DECREASED96,59297,208-616-1%$9.4M$9.4M-$30.5K2026-10-27
Sage Advisory Services, Ltd.Co.
INCREASED94,13353,905+40,228+75%$5.2M$9.1M+$3.9M2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED94,03681,533+12,503+15%$7.9M$9.1M+$1.2M2026-11-05
Cypress Wealth Services, LLC
INCREASED93,4178,605+84,812+986%$831.1K$9.1M+$8.3M2026-10-21
Rodgers & Associates, LTD
INCREASED93,16793,059+108+0%$9.0M$9.0M+$38.4K2026-10-20
NBT Bank, N.A.
DECREASED92,08592,452-3670%$8.9M$8.9M-$7.8K2026-10-21
Hubbell Strickland Wealth Management, LLC
INCREASED91,23988,130+3,109+4%$8.5M$8.8M+$327.6K2026-10-29
Lynch Investment Planning, LLC
INCREASED91,09685,477+5,619+7%$8.3M$8.8M+$570.0K2026-10-27
Rational Advisors, Inc.
DECREASED91,01491,784-770-1%$8.9M$8.8M-$47.1K2026-11-02
River's Edge Wealth Management, LLC
INCREASED90,64286,959+3,683+4%$8.5M$8.7M+$267.7K2026-10-19
Madrid Financial Services
DECREASED89,73191,538-1,807-2%$8.8M$8.7M-$147.6K2026-11-03
Hickory Point Bank & Trust
UNCHANGED89,16589,16500%$8.6M$8.6M+$26.7K2026-10-01
SAX Wealth Advisors, LLC
INCREASED88,93945,907+43,032+94%$4.2M$8.6M+$4.5M2026-10-13
Sunbeam Capital Management, LLC
UNCHANGED87,87487,87400%$8.5M$8.5M+$26.4K2026-11-05
Wealth Analytics Partners, LLC
INCREASED87,68179,502+8,179+10%$7.7M$8.5M+$791.6K2026-10-19
Rossmore Private Capital
DECREASED87,362153,822-66,460-43%$14.9M$8.5M-$6.4M2026-10-27
North Berkeley Wealth Management, LLC
INCREASED86,70776,889+9,818+13%$7.4M$8.4M+$974.2K2026-11-02
Vericrest Private Wealth
INCREASED85,48081,495+3,985+5%$7.9M$8.3M+$410.5K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED84,61839,172+45,446+116%$3.8M$8.2M+$4.4M2026-10-26
AGF Management LTD
DECREASED83,85183,871-200%$8.1M$8.1M+$23.2K2026-11-03
Wesbanco Bank Inc
DECREASED83,54290,396-6,854-8%$8.7M$8.1M-$636.9K2026-11-04
Bokf, NA
INCREASED83,07318,418+64,655+351%$1.8M$8.0M+$6.3M2026-10-27
Sigma Planning Corp
DECREASED83,01991,857-8,838-10%$8.9M$8.0M-$828.6K2026-10-23
Macco Financial Group, Inc.
INCREASED81,82574,181+7,644+10%$7.2M$7.9M+$762.8K2026-11-05
Private Trust Co NA
INCREASED81,73376,472+5,261+7%$7.4M$7.9M+$532.6K2026-10-20
DecisionMap Wealth Management, LLC
INCREASED81,61576,882+4,733+6%$7.4M$7.9M+$481.6K2026-10-29
Churchill Financial Advisors, LLC
INCREASED81,49179,668+1,823+2%$7.7M$7.9M+$200.5K2026-10-20
RFG Advisory, LLC
INCREASED81,33348,754+32,579+67%$4.7M$7.9M+$3.2M2026-11-03
Auour Investments LLC
DECREASED81,27082,194-924-1%$7.9M$7.9M-$64.9K2026-10-28
IFG Advisors, LLC
INCREASED80,78242,989+37,793+88%$4.2M$7.8M+$3.7M2026-10-15
Clear Creek Financial Management, LLC
DECREASED80,52480,957-433-1%$7.8M$7.8M-$17.7K2026-10-28
Genesis Private Wealth, LLC
INCREASED80,24478,081+2,163+3%$7.5M$7.8M+$233.0K2026-11-02
Sculati Wealth Management, LLC
INCREASED79,07375,806+3,267+4%$7.3M$7.6M+$308.9K2026-10-19
Asset Dedication, LLC
DECREASED78,81979,215-3960%$7.7M$7.6M-$14.7K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED78,46974,650+3,819+5%$7.2M$7.6M+$392.4K2026-11-02
Elmwood Wealth Management, Inc.
INCREASED78,41776,954+1,463+2%$7.4M$7.6M+$164.8K2026-10-14
New England Private Wealth Advisors LLC
UNCHANGED78,41578,41500%$7.6M$7.6M+$42.1K2026-10-19
Brighton Jones LLC
INCREASED77,97568,853+9,122+13%$6.6M$7.6M+$904.4K2026-11-03
Confluence Wealth Services, Inc.
INCREASED77,94174,064+3,877+5%$7.2M$7.6M+$398.1K2026-11-05
CWA Asset Management Group, LLC
DECREASED77,88878,877-989-1%$7.6M$7.5M-$72.2K2026-10-19
Insight 2811, Inc.
DECREASED76,86480,753-3,889-5%$7.8M$7.4M-$352.5K2026-11-06
Portside Wealth Group, LLC
INCREASED76,35770,013+6,344+9%$6.8M$7.4M+$635.6K2026-10-20
BG Investment Services, LLC
INCREASED76,15475,719+435+1%$7.3M$7.4M+$64.8K2026-10-23
LTG Capital LLC
INCREASED76,06772,216+3,851+5%$7.0M$7.4M+$394.8K2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED75,94675,94600%$7.3M$7.3M$02026-10-22
Affinity Capital Advisors, LLC
DECREASED75,90077,415-1,515-2%$7.6M$7.3M-$284.8K2026-10-13
GGM Financial LLC
INCREASED75,84770,278+5,569+8%$6.8M$7.3M+$560.5K2026-11-05
TSA Wealth Managment LLC
NEW75,085—+75,085——$7.3M—2026-10-22
Prospera Financial Services Inc
INCREASED75,02968,894+6,135+9%$6.7M$7.2M+$572.1K2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED74,92074,92000%$7.2M$7.3M+$22.5K2026-10-20
Adelphi Trust Co
INCREASED74,75970,092+4,667+7%$6.8M$7.2M+$473.2K2026-10-05
Parkside Financial Bank & Trust
INCREASED74,73873,142+1,596+2%$7.1M$7.2M+$176.6K2026-10-27
Eagle Strategies LLC
INCREASED74,60774,062+545+1%$7.2M$7.2M+$75.0K2026-10-16
Cornerstone National Bank & Trust Co
INCREASED74,20565,347+8,858+14%$6.3M$7.1M+$841.4K2026-10-20
Snider Financial Group
INCREASED74,00971,432+2,577+4%$6.9M$7.2M+$271.1K2026-10-16
Calamos Wealth Management LLC
DECREASED73,80891,958-18,150-20%$8.9M$7.2M-$1.7M2026-11-02
Avion Wealth
DECREASED73,12473,959-835-1%$7.1M$7.1M-$58.0K2026-11-04
CrossGen Wealth, LLC
INCREASED72,42664,385+8,041+12%$6.2M$7.0M+$798.3K2026-10-30
AtlasMark Financial, Inc
INCREASED72,28569,666+2,619+4%$6.7M$7.0M+$274.6K2026-10-13
Moneywise, Inc.
DECREASED71,58883,608-12,020-14%$8.1M$6.9M-$1.1M2026-10-30
Elyxium Wealth, LLC
DECREASED71,46271,952-490-1%$6.9M$6.9M-$25.9K2026-10-27
Schuylkill Financial LLC
INCREASED71,30170,482+819+1%$6.8M$6.9M+$100.5K2026-10-21
Mach-1 Financial Group, LLC
INCREASED70,94864,333+6,615+10%$6.2M$6.9M+$660.2K2026-11-06
Visionary Wealth Advisors
INCREASED70,61570,394+221+0%$6.8M$6.8M+$42.6K2026-11-04
Interchange Capital Partners, LLC
DECREASED70,46971,634-1,165-2%$6.9M$6.8M-$91.4K2026-10-28
Busey Bank
DECREASED70,17670,437-2610%$6.8M$6.8M-$4.2K2026-10-26
Telos Capital Management, Inc.
INCREASED69,99069,877+113+0%$6.7M$6.8M+$32.0K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED69,90453,773+16,131+30%$5.2M$6.8M+$1.6M2026-10-13
Level Four Advisory Services, LLC
DECREASED69,74169,909-1680%$6.8M$6.8M+$4.7K2026-11-06
Carrera Capital Advisors
DECREASED68,79170,102-1,311-2%$6.8M$6.7M-$106.0K2026-11-03
Moody National Bank Trust Division
DECREASED68,65868,906-2480%$6.7M$6.7M-$3.4K2026-10-06
ADE, LLC
INCREASED67,84565,500+2,345+4%$6.3M$6.6M+$246.8K2026-10-29
Capital Investment Counsel, LLC
DECREASED67,18068,890-1,710-2%$6.7M$6.5M-$145.0K2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED67,12267,285-1630%$6.5M$6.5M+$4.4K2026-10-16
Clayton Financial Group LLC
INCREASED67,02465,826+1,198+2%$6.4M$6.5M+$135.8K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED66,62067,295-675-1%$6.5M$6.5M-$69.0K2026-10-19
PKS Advisory Services, LLC
UNCHANGED66,20866,20800%$6.4M$6.4M$02026-10-26
TFB Advisors LLC
INCREASED65,72565,589+136+0%$6.3M$6.4M+$32.9K2026-11-02
Leuthold Group, LLC
DECREASED65,42066,478-1,058-2%$6.4M$6.3M-$82.6K2026-11-04
TruNorth Capital Management, LLC
INCREASED65,06665,020+46+0%$6.3M$6.3M+$24.0K2026-10-14
Sapient Capital LLC
INCREASED65,02260,114+4,908+8%$5.8M$6.3M+$493.5K2026-10-08
Gold Investment Management Ltd.
INCREASED64,77361,518+3,255+5%$5.9M$6.3M+$333.8K2026-10-19
Crusonia Wealth Advisors LLC
INCREASED62,46155,582+6,879+12%$5.4M$6.1M+$683.1K2026-10-26
Oppenheimer & Co Inc
INCREASED62,43860,151+2,287+4%$5.8M$6.0M+$239.6K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED62,39758,357+4,040+7%$5.6M$6.0M+$408.9K2026-10-23
SoundView Advisors Inc.
DECREASED61,58462,679-1,095-2%$6.1M$6.0M-$87.0K2026-11-04
Renasant Bank
INCREASED61,06359,977+1,086+2%$5.8M$5.9M+$123.2K2026-11-05
Cahaba Wealth Management, Inc.
DECREASED61,05462,437-1,383-2%$6.0M$5.9M-$115.3K2026-10-26
Marietta Wealth Management, LLC
DECREASED60,98862,460-1,472-2%$6.0M$5.8M-$185.5K2026-10-22
FDx Advisors, Inc.
INCREASED60,86540,021+20,844+52%$3.9M$5.9M+$2.0M2026-11-05
A4 Wealth Advisors LLC
NEW60,813—+60,813——$5.9M—2026-10-20
Traveka Wealth, LLC
INCREASED60,18458,312+1,872+3%$5.6M$5.8M+$198.9K2026-10-19
Lodestar Private Asset Management LLC
INCREASED60,01754,982+5,035+9%$5.3M$5.8M+$504.3K2026-10-26
Segment Wealth Management, LLC
DECREASED59,91060,013-1030%$5.8M$5.8M+$8.0K2026-10-26
Joel Adams & Associates, Inc.
INCREASED59,58958,417+1,172+2%$5.6M$5.8M+$131.0K2026-11-02
Stackstone Wealth, LLC
NEW59,529—+59,529——$5.8M—2026-10-19
Palisade Asset Management, LLC
INCREASED59,51254,040+5,472+10%$5.2M$5.8M+$546.3K2026-11-03
TD Waterhouse Canada Inc.
INCREASED59,46758,481+986+2%$5.7M$5.7M+$53.6K2026-10-16
Orrstown Financial Services Inc
INCREASED59,38959,194+195+0%$5.7M$5.8M+$36.6K2026-10-14
Financial & Tax Architects, LLC
NEW59,079—+59,079——$5.7M—2026-10-15
Linscomb Wealth, Inc.
INCREASED58,37749,303+9,074+18%$4.8M$5.7M+$893.9K2026-11-05
Box Hill Private Wealth LLC
INCREASED57,90751,540+6,367+12%$5.0M$5.6M+$632.3K2026-10-05
Skyline Advisors, Inc.
NEW57,545—+57,545——$5.6M—2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED57,29056,333+957+2%$5.4M$5.6M+$109.6K2026-11-03
William Howard & Co Financial Advisors Inc
INCREASED57,23656,013+1,223+2%$5.4M$5.5M+$135.3K2026-11-04
Aprio Wealth Management, LLC
DECREASED56,77566,377-9,602-14%$6.4M$5.5M-$910.3K2026-10-28
Kaydan Wealth Management, Inc.
DECREASED56,61559,590-2,975-5%$5.8M$5.5M-$270.2K2026-10-08
True Private Wealth Advisors
INCREASED56,29956,020+279+1%$5.4M$5.5M+$43.9K2026-10-19
Eley Financial Management, Inc
INCREASED56,02455,126+898+2%$5.3M$5.4M+$103.5K2026-11-03
Alliance Private Wealth, LLC
DECREASED55,45561,515-6,060-10%$5.9M$5.4M-$568.6K2026-10-20
Old Port Advisors
INCREASED55,41254,317+1,095+2%$5.2M$5.4M+$122.3K2026-10-23
Wright Wealth LLC
INCREASED55,28655,133+153+0%$5.3M$5.4M+$31.4K2026-10-29
NBH Bank
INCREASED54,74948,985+5,764+12%$4.7M$5.3M+$573.1K2026-11-05
PW Nova Financial Services LLC
INCREASED54,49529,511+24,984+85%$2.9M$5.3M+$2.4M2026-10-15
Financial Planning Navigators Corp
INCREASED54,26047,388+6,872+15%$4.6M$5.3M+$680.0K2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED54,11354,11300%$5.2M$5.2M+$16.2K2026-10-21
Able Wealth Management LLC
NEW54,074—+54,074——$5.3M—2026-10-13
Tanglewood Wealth Management, Inc.
DECREASED54,02954,279-2500%$5.2M$5.2M-$7.9K2026-10-23
Boyd Wealth Management, LLC
INCREASED53,91252,909+1,003+2%$5.1M$5.2M+$113.0K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED53,76656,012-2,246-4%$5.4M$5.2M-$200.7K2026-11-04
Fortitude Family Office, LLC
UNCHANGED53,55053,55000%$5.2M$5.2M+$16.1K2026-10-14
Prism Advisors, Inc.
DECREASED53,35853,738-380-1%$5.2M$5.1M-$74.6K2026-10-09
Moneco Advisors, LLC
INCREASED53,14338,433+14,710+38%$3.7M$5.1M+$1.4M2026-11-05
Soltis Investment Advisors LLC
INCREASED53,11348,860+4,253+9%$4.7M$5.1M+$426.7K2026-10-28
Fifth Third Securities, Inc.
INCREASED53,03527,698+25,337+91%$2.7M$5.1M+$2.5M2026-10-21
Macroview Investment Management LLC
INCREASED52,83351,877+956+2%$5.0M$5.1M+$108.2K2026-10-26
Trust Point Inc.
INCREASED52,42050,641+1,779+4%$4.9M$5.1M+$187.5K2026-10-27
Sage Mountain Advisors LLC
INCREASED52,09149,608+2,483+5%$4.8M$5.0M+$255.4K2026-11-02
Diversified Enterprises, LLC
INCREASED51,91247,946+3,966+8%$4.6M$5.0M+$398.6K2026-10-19
Creative Financial Designs Inc
DECREASED51,69252,320-628-1%$5.1M$5.0M-$45.1K2026-11-04
High Net Worth Advisory Group LLC
DECREASED51,43153,214-1,783-3%$5.1M$5.0M-$156.8K2026-10-26
Pembroke Management, LTD
UNCHANGED51,22551,22500%$4.9M$5.0M+$15.4K2026-10-21
Wakefield Asset Management Lllp
INCREASED51,16949,358+1,811+4%$4.8M$5.0M+$190.3K2026-11-05
Canvas Wealth Advisors, LLC
INCREASED51,15148,375+2,776+6%$4.7M$5.0M+$299.7K2026-11-02
AAF Wealth Management, LLC
DECREASED51,10851,604-496-1%$5.0M$5.0M-$32.5K2026-10-28
Princeton Global Asset Management LLC
INCREASED50,93250,108+824+2%$4.8M$4.9M+$94.8K2026-10-21
Integrity Wealth Advisors, Inc.
NEW50,677—+50,677——$4.9M—2026-10-29
Ellis Investment Partners, LLC
DECREASED50,48150,521-400%$4.9M$4.9M+$11.3K2026-10-21
Rinkey Investments
UNCHANGED50,38750,38700%$4.9M$4.9M+$15.1K2026-10-28
Charles Schwab Trust Co
DECREASED50,23360,248-10,015-17%$5.8M$4.9M-$952.2K2026-10-15
Patten Group, Inc.
INCREASED49,84749,485+362+1%$4.8M$4.8M+$49.9K2026-10-26
Plimoth Trust Co LLC
INCREASED49,43446,809+2,625+6%$4.5M$4.8M+$268.4K2026-10-26
Invera Wealth Advisors, LLC
INCREASED49,36448,398+966+2%$4.7M$4.8M+$108.1K2026-10-28
Koshinski Asset Management, Inc.
DECREASED49,30152,412-3,111-6%$5.1M$4.8M-$285.6K2026-10-29
Bryant Woods Investment Advisors, LLC
DECREASED49,22386,308-37,085-43%$8.3M$4.8M-$3.6M2026-10-26
Helium Advisors LLC
INCREASED48,92446,971+1,953+4%$4.5M$4.7M+$203.3K2026-10-23
Purewater Capital LLC
INCREASED48,77248,000+772+2%$4.6M$4.7M+$89.2K2026-10-23
Indivisible Partners
INCREASED48,23225,563+22,669+89%$2.5M$4.7M+$2.2M2026-10-26
Blue Fin Capital, Inc.
INCREASED47,77038,889+8,881+23%$3.8M$4.6M+$872.1K2026-10-28
Titleist Asset Management, LLC
INCREASED47,50339,064+8,439+22%$3.8M$4.6M+$829.3K2026-10-08
SteelPeak Wealth, LLC
DECREASED47,42251,558-4,136-8%$5.0M$4.6M-$385.2K2026-10-16
North Star Investment Management Corp.
INCREASED47,29947,057+242+1%$4.5M$4.6M+$37.6K2026-10-27
Avior Wealth Management, LLC
DECREASED46,77247,820-1,048-2%$4.6M$4.5M-$87.2K2026-10-13
New Hampshire Trust
DECREASED46,66847,693-1,025-2%$4.6M$4.5M-$85.0K2026-10-20
Global Trust Wealth Management LLC
DECREASED46,53746,677-1400%$4.5M$4.5M+$4412026-10-14
Clarus Wealth Advisors
INCREASED46,49844,870+1,628+4%$4.3M$4.5M+$166.6K2026-10-13
Beam Wealth Advisors, Inc.
INCREASED46,43645,346+1,090+2%$4.4M$4.5M+$119.2K2026-11-03
Biltmore Family Office, LLC
INCREASED46,05229,881+16,171+54%$2.9M$4.5M+$1.6M2026-11-03
Certuity, LLC
INCREASED45,86143,193+2,668+6%$4.2M$4.4M+$271.4K2026-11-02
Centerpoint Advisors, LLC
UNCHANGED45,26845,26800%$4.4M$4.4M+$14.0K2026-11-05
Glenview Trust Co
INCREASED45,14533,027+12,118+37%$3.2M$4.4M+$1.2M2026-10-28
Vilga Financial Planning LLC
DECREASED45,07045,281-2110%$4.4M$4.4M-$6.9K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED44,30743,595+712+2%$4.2M$4.3M+$82.1K2026-10-23
Pinnacle Bancorp, Inc.
INCREASED43,59939,202+4,397+11%$3.8M$4.2M+$437.7K2026-10-21
Focus Financial Network, Inc.
INCREASED43,02115,899+27,122+171%$1.5M$4.2M+$2.6M2026-10-14
VestGen Advisors, LLC
DECREASED42,97843,707-729-2%$4.2M$4.2M-$57.5K2026-10-27
Cordgrass Capital Advisors, LLC
INCREASED42,82242,461+361+1%$4.1M$4.1M+$47.7K2026-10-30
Redw Wealth LLC
DECREASED42,79845,852-3,054-7%$4.4M$4.1M-$282.1K2026-11-02
M Holdings Securities, Inc.
INCREASED42,58442,550+34+0%$4.1M$4.1M-$21.0K2026-11-03
WealthPLAN Partners, LLC
INCREASED42,07532,730+9,345+29%$3.2M$4.1M+$915.1K2026-10-15
Independent Financial Group, LLC
INCREASED42,02039,513+2,507+6%$3.8M$4.1M+$254.7K2026-10-13
Thayer Partners, LLC / MA
INCREASED40,55036,204+4,346+12%$3.5M$3.9M+$431.9K2026-11-06
Strategy Asset Managers LLC
INCREASED40,54238,411+2,131+6%$3.7M$3.9M+$218.0K2026-10-14
Advisory Solutions Group, LLC
INCREASED40,22629,193+11,033+38%$2.8M$3.9M+$1.1M2026-10-14
Members Wealth LLC
INCREASED39,50034,539+4,961+14%$3.3M$3.8M+$464.1K2026-10-20
Bigelow Investment Advisors, LLC
INCREASED39,45438,971+483+1%$3.8M$3.8M+$58.5K2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED39,21538,126+1,089+3%$3.7M$3.8M+$116.9K2026-10-26
AdvisorNet Financial, Inc
INCREASED39,05337,043+2,010+5%$3.6M$3.7M+$166.3K2026-10-15
Inman Jager Wealth Management, LLC
DECREASED39,04939,381-332-1%$3.8M$3.8M-$20.4K2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED38,98037,383+1,597+4%$3.6M$3.8M+$165.9K2026-11-04
Capital Advantage, Inc.
DECREASED38,95139,273-322-1%$3.8M$3.8M-$19.4K2026-10-14
Evanson Financial, LLC
DECREASED38,92239,348-426-1%$3.8M$3.8M-$29.5K2026-10-23
Aletheian Wealth Advisors LLC
INCREASED38,67436,347+2,327+6%$3.5M$3.7M+$236.3K2026-10-08
Schneider Downs Wealth Management Advisors, LP
DECREASED38,64639,146-500-1%$3.8M$3.7M-$36.7K2026-10-27
Intrua Financial, LLC
DECREASED38,42639,789-1,363-3%$3.8M$3.7M-$120.1K2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED38,34432,877+5,467+17%$3.2M$3.7M+$539.5K2026-10-06
Ticino Wealth
INCREASED37,88536,842+1,043+3%$3.6M$3.7M+$112.1K2026-10-13
Patton Albertson Miller Group, LLC
DECREASED37,77437,883-1090%$3.7M$3.7M+$8052026-10-26
Hofer & Associates. Inc
DECREASED37,54753,611-16,064-30%$5.2M$3.6M-$1.5M2026-10-13
RED Crane Wealth Management, LLC
INCREASED37,54737,263+284+1%$3.6M$3.6M+$38.6K2026-10-14
AMG Asset Management Group, Inc.
INCREASED37,51535,548+1,967+6%$3.4M$3.6M+$201.2K2026-10-21
Flagstar Securities, Inc
INCREASED37,21134,919+2,292+7%$3.4M$3.6M+$232.5K2026-10-15
HCR Wealth Advisors
INCREASED37,04136,474+567+2%$3.5M$3.6M+$65.9K2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED36,41433,615+2,799+8%$3.2M$3.5M+$281.3K2026-11-04
Ascentis Wealth Management, LLC
INCREASED36,28429,675+6,609+22%$2.9M$3.5M+$649.2K2026-11-03
Chesley Taft & Associates LLC
UNCHANGED36,27336,27300%$3.5M$3.5M+$10.9K2026-10-13
Ascentis Independent Advisors
NEW36,133—+36,133——$3.5M—2026-11-03
Independence Bank of Kentucky
INCREASED36,10533,744+2,361+7%$3.3M$3.5M+$238.9K2026-10-26
Cowa, LLC
INCREASED35,68232,755+2,927+9%$3.2M$3.5M+$293.5K2026-10-30
UMB Private Wealth Management, LLC
NEW35,531—+35,531——$3.4M—2026-10-19
Cambridge Financial Group, LLC
UNCHANGED35,52735,52700%$3.4M$3.4M$02026-10-06
Tompkins Financial Corp
INCREASED35,41735,268+149+0%$3.4M$3.4M+$25.0K2026-10-05
JGP Wealth Management, LLC
DECREASED35,16335,438-275-1%$3.4M$3.4M-$16.0K2026-10-13
Parsons Capital Management Inc
DECREASED35,05037,548-2,498-7%$3.6M$3.4M-$230.8K2026-10-28
SWP Financial LLC
DECREASED34,80135,460-659-2%$3.4M$3.4M-$53.2K2026-10-23
JSF Financial, LLC
INCREASED34,60134,413+188+1%$3.3M$3.4M+$28.6K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED34,44634,124+322+1%$3.3M$3.3M+$41.4K2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED34,33829,951+4,387+15%$2.9M$3.3M+$433.9K2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED34,27133,340+931+3%$3.2M$3.3M+$100.2K2026-10-27
Yankcom Partnership
INCREASED34,24634,228+18+0%$3.3M$3.3M+$12.0K2026-10-15
Powerhouse Assets LLC
INCREASED34,00733,417+590+2%$3.2M$3.3M+$67.2K2026-10-19
Arkansas Financial Group, Inc.
INCREASED33,98533,659+326+1%$3.3M$3.3M+$41.7K2026-10-26
Capital Advisors, Ltd. LLC
DECREASED33,23333,683-450-1%$3.3K$3.2K-$332026-10-27
Sentinel Advisory Group, LLC
DECREASED32,96533,149-184-1%$3.2M$3.2M-$7.9K2026-10-20
Fire Capital Management LLC
DECREASED32,81932,821-20%$3.2M$3.2M+$9.7K2026-10-27
Infinity Wealth Counsel, LLC
INCREASED32,77532,382+393+1%$3.1M$3.2M+$47.8K2026-10-15
Wealth Enhancement Trust Services, Inc.
INCREASED32,70431,716+988+3%$3.1M$3.2M+$105.2K2026-10-07
Jacobi Capital Management LLC
INCREASED32,54332,403+140+0%$3.1M$3.2M+$23.3K2026-11-05
First Horizon Corp
INCREASED32,51732,363+154+0%$3.1M$3.2M+$24.6K2026-10-26
Peak Financial Management, Inc.
DECREASED32,43232,477-450%$3.1M$3.1M+$5.4K2026-10-16
15 Wealth Advisors LLC
NEW32,388—+32,388——$3.1M—2026-10-14
Lineweaver Wealth Advisors, LLC
DECREASED32,31632,354-380%$3.1M$3.1M+$6.0K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED32,30632,572-266-1%$3.1M$3.1M-$16.0K2026-10-20
KPP Advisory Services LLC
DECREASED32,26939,510-7,241-18%$3.8M$3.1M-$689.7K2026-10-26
Center For Asset Management LLC
DECREASED32,26171,539-39,278-55%$6.9M$3.1M-$3.8M2026-10-16
Kestra Investment Management, LLC
DECREASED32,21138,428-6,217-16%$3.7M$3.1M-$590.8K2026-11-04
Phillips Financial Management, LLC
DECREASED32,09732,213-1160%$3.1M$3.1M-$1.6K2026-10-19
ADG Wealth Management Group, LLC
INCREASED32,07731,708+369+1%$3.1M$3.1M+$45.3K2026-10-23
Ignite Planners, LLC
DECREASED31,85532,030-175-1%$3.1M$3.1M-$18.2K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED31,71726,318+5,399+21%$2.5M$3.1M+$531.0K2026-10-23
Montag A & Associates Inc
DECREASED31,65633,451-1,795-5%$3.2M$3.1M-$163.9K2026-10-29
Steel Grove Capital Advisors, LLC
INCREASED31,34929,940+1,409+5%$2.9M$3.0M+$145.5K2026-10-13
Kanawha Capital Management LLC
DECREASED31,30431,497-193-1%$3.0M$3.0M-$9.2K2026-10-19
Grant Street Asset Management, Inc.
UNCHANGED31,07831,07800%$3.0M$3.0M+$9.3K2026-10-26
Asset Advisory Group, Inc.
DECREASED31,06931,741-672-2%$3.1M$3.0M-$55.5K2026-10-20
Well Done, LLC
INCREASED31,04726,431+4,616+17%$2.6M$3.0M+$455.1K2026-10-20
Kings Path Partners LLC
DECREASED30,90431,135-231-1%$3.0M$3.0M-$13.0K2026-10-21
Nilsine Partners, LLC
DECREASED30,73730,911-174-1%$3.0M$3.0M-$7.6K2026-11-02
Argonautica Private Wealth Management, Inc
INCREASED30,38729,713+674+2%$2.9M$2.9M+$74.2K2026-11-02
Brown Wealth Management, LLC
INCREASED30,34928,989+1,360+5%$2.8M$2.9M+$140.5K2026-10-20
Henderson Brothers Financial Partners, LLC
INCREASED30,30629,149+1,157+4%$2.8M$2.9M+$120.8K2026-11-03
August Group Capital Ltd
INCREASED30,1704,920+25,250+513%$475.2K$2.9M+$2.4M2026-10-14
Apeiron RIA LLC
INCREASED30,05916,063+13,996+87%$1.6M$2.9M+$1.3M2026-10-08
Morton Capital Management LLC
UNCHANGED30,04530,04500%$2.9M$2.9M+$9.0K2026-10-23
Endowment Wealth Management, Inc.
INCREASED29,83029,527+303+1%$2.9M$2.9M+$38.2K2026-11-03
3Chopt Investment Partners, LLC
UNCHANGED29,74229,74200%$2.9M$2.9M+$8.9K2026-10-30
Asset One Wealth Management LLC
NEW29,683—+29,683——$2.9M—2026-11-02
PFG Advisors
DECREASED29,50429,726-222-1%$2.9M$2.9M-$12.6K2026-10-16
Lee, Kelleher & Klein Wealth Management
INCREASED29,49123,917+5,574+23%$2.3M$2.9M+$547.1K2026-10-08
AA Financial Advisors, LLC
INCREASED29,28527,075+2,210+8%$2.6M$2.8M+$222.2K2026-10-19
Tred Avon Family Wealth, LLC
INCREASED29,26521,315+7,950+37%$2.1M$2.8M+$776.6K2026-10-20
Emerald Advisors, LLC
DECREASED29,09930,998-1,899-6%$3.0M$2.8M-$174.7K2026-10-13
Manchester Capital Management LLC
INCREASED28,66825,318+3,350+13%$2.4M$2.8M+$332.1K2026-10-22
Strategic Blueprint, LLC
INCREASED28,59523,928+4,667+20%$2.3M$2.8M+$459.3K2026-10-22
Bison Wealth, LLC
INCREASED28,59526,955+1,640+6%$2.6M$2.8M+$100.3K2026-10-13
Clearview Wealth Management LLC
DECREASED28,39729,379-982-3%$2.8M$2.7M-$93.1K2026-10-16
180 Wealth Advisors, LLC
DECREASED28,38729,220-833-3%$2.8M$2.8M-$72.0K2026-11-03
Waycross Investment Management Co
INCREASED28,30221,467+6,835+32%$2.1M$2.7M+$668.6K2026-10-14
Krilogy Financial LLC
DECREASED28,15728,639-482-2%$2.8M$2.7M-$57.9K2026-10-13
St. Louis Trust Co
UNCHANGED27,81527,81500%$228.4K$2.7M+$2.5M2026-11-03
Dynamic Financial Group
INCREASED27,58527,067+518+2%$2.6M$2.7M+$58.3K2026-10-28
GC Wealth Management RIA, LLC
INCREASED27,54613,160+14,386+109%$1.3M$2.7M+$1.4M2026-11-02
United Advisor Group, LLC
INCREASED27,51926,037+1,482+6%$2.5M$2.7M+$151.4K2026-11-03
Verdence Capital Advisors LLC
INCREASED27,39727,232+165+1%$2.6M$2.7M+$24.2K2026-10-26
TritonPoint Partners, LLC
DECREASED27,23268,931-41,699-60%$6.7M$2.6M-$4.0M2026-11-05
Retirement Planning Group, LLC
DECREASED27,21727,816-599-2%$2.7M$2.6M-$49.7K2026-10-19
Morton Brown Family Wealth, LLC
DECREASED27,17927,242-630%$2.6M$2.6M+$2.1K2026-10-23
Sentinel Trust Co LBA
INCREASED26,95724,652+2,305+9%$2.4K$2.6M+$2.6M2026-11-03
OFS Enterprise LLC
INCREASED26,91126,612+299+1%$2.6M$2.6M+$37.0K2026-10-16
Keystone Global Partners, LLC
DECREASED26,89527,590-695-3%$2.7M$2.6M-$59.0K2026-10-13
Firestone Capital Management
UNCHANGED26,86426,86400%$2.6M$2.6M+$8.1K2026-11-03
Brady Family Wealth, LLC
INCREASED26,83626,767+69+0%$2.6M$2.6M+$14.7K2026-11-02
Wolff Wiese Magana LLC
INCREASED26,74524,473+2,272+9%$2.4M$2.6M+$227.5K2026-10-15
Fiduciary Alliance LLC
DECREASED26,72330,368-3,645-12%$2.9M$2.6M-$344.0K2026-10-13
Cypress Capital Group
DECREASED26,71626,820-1040%$2.6M$2.6M-$2.0K2026-11-03
Richard P Slaughter Associates Inc
DECREASED26,50629,062-2,556-9%$2.8M$2.6M-$238.9K2026-10-13
CWS Financial Advisors, LLC
UNCHANGED26,39926,39900%$2.5M$2.6M+$7.9K2026-10-16
Chris Bulman Inc
DECREASED26,38232,352-5,970-18%$3.1M$2.6M-$568.6K2026-10-20
Rainier Family Wealth Inc
UNCHANGED26,31026,31000%$2.5M$2.5M+$7.9K2026-11-02
Balefire, LLC
DECREASED25,98932,252-6,263-19%$3.1M$2.5M-$597.1K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED25,91621,611+4,305+20%$2.1M$2.5M+$423.5K2026-10-13
StoneX Group Inc.
INCREASED25,70115,677+10,024+64%$1.5M$2.5M+$994.9K2026-11-03
Salem Investment Counselors Inc
INCREASED25,63224,947+685+3%$2.4M$2.5M+$73.8K2026-10-13
Verus Capital Partners, LLC
INCREASED25,59225,476+116+0%$2.5M$2.5M+$18.8K2026-11-03
Maseco LLP
INCREASED25,58625,570+16+0%$2.5M$2.5M+$8.5K2026-10-27
Lee Financial Co
INCREASED25,36024,806+554+2%$2.4M$2.5M+$61.1K2026-10-16
Portfolio Resources Advisor Group, Inc.
DECREASED24,92125,156-235-1%$2.4M$2.4M-$15.2K2026-10-20
Heritage Family Offices, LLP
DECREASED24,79928,617-3,818-13%$2.8M$2.4M-$361.3K2026-11-02
Trueblood Wealth Management, LLC
INCREASED24,69522,987+1,708+7%$2.2M$2.4M+$172.4K2026-10-23
Arwa LLC
INCREASED24,66315,664+8,999+57%$1.5M$2.4M+$867.8K2026-10-21
Welch & Forbes LLC
INCREASED24,48323,399+1,084+5%$2.3M$2.4M+$112.0K2026-11-04
Warner Financial, Inc
UNCHANGED24,43824,43800%$2.4M$2.4M+$7.3K2026-11-06
Buck Wealth Strategies, LLC
INCREASED24,40815,353+9,055+59%$1.5M$2.4M+$881.8K2026-10-28
Rockwood Wealth Management, LLC
DECREASED24,37926,712-2,333-9%$2.6M$2.4M-$218.0K2026-10-27
Veracity Capital LLC
INCREASED24,32223,201+1,121+5%$2.2M$2.4M+$115.6K2026-10-08
Peterson Wealth Services
INCREASED24,25622,272+1,984+9%$2.2M$2.3M+$198.9K2026-10-26
Investmark Advisory Group LLC
INCREASED24,23411,729+12,505+107%$1.1M$2.3M+$1.2M2026-10-27
Collective Family Office LLC
DECREASED24,18925,473-1,284-5%$2.5M$2.3M-$116.8K2026-10-05
Sanchez Gaunt Capital Management, LLC
DECREASED23,92124,989-1,068-4%$2.4M$2.3M-$96.0K2026-11-03
Trust Co of Vermont
DECREASED23,91724,263-346-1%$2.3M$2.3M-$26.2K2026-10-21
Lexington Hill Partners, LLC
UNCHANGED23,77923,77900%$2.3M$2.3M+$7.1K2026-10-13
Wiser Wealth Management, Inc
INCREASED23,66522,747+918+4%$2.2M$2.3M+$95.8K2026-10-14
Cornerstone Partners Capital Management, LLC
INCREASED23,63921,042+2,597+12%$2.0M$2.3M+$257.9K2026-11-04
Larson Financial Group LLC
DECREASED23,63336,951-13,318-36%$3.6M$2.3M-$1.3M2026-11-05
Gateway Investment Advisers LLC
INCREASED23,57610,108+13,468+133%$976.2K$2.3M+$1.3M2026-10-13
LCW Services, LLC
INCREASED23,54322,853+690+3%$2.2M$2.3M+$73.7K2026-10-21
Goldstein Advisors, LLC
INCREASED23,40114,601+8,800+60%$1.4M$2.3M+$856.9K2026-10-15
First County Bank
INCREASED23,36022,135+1,225+6%$2.1M$2.3M+$125.3K2026-10-13
Rebalance, LLC
UNCHANGED23,18923,18900%$2.2M$2.2M+$7.0K2026-10-22
Level Wealth Management LLC
UNCHANGED23,07623,07600%$2.2M$2.2M+$6.9K2026-10-23
Waystone Advisors LLC
DECREASED23,06923,297-228-1%$2.3M$2.2M-$22.0K2026-10-16
Hassell Wealth Management, LLC
UNCHANGED23,00023,00000%$2.2M$2.2M+$13.1K2026-10-19
NTV Asset Management LLC
INCREASED22,69119,603+3,088+16%$1.9M$2.2M+$305.1K2026-10-23
Winthrop Advisory Group LLC
INCREASED22,69122,375+316+1%$2.2M$2.2M+$37.3K2026-10-22
Northwest Wealth Management, LLC
DECREASED22,67022,783-1130%$2.2M$2.2M-$4.1K2026-10-30
4Thought Financial Group Inc.
DECREASED22,51126,187-3,676-14%$2.5M$2.2M-$348.3K2026-11-02
Williams & Novak Wealth Management, LLC
DECREASED22,48723,112-625-3%$2.2M$2.2M-$53.6K2026-10-09
FSM Wealth Advisors, LLC
DECREASED22,44022,543-1030%$2.2M$2.2M-$25.8K2026-10-27
Black Diamond Financial, LLC
DECREASED22,38822,441-530%$2.2M$2.2M+$1.6K2026-10-26
MacKenzie Financial Corp
INCREASED22,31318,841+3,472+18%$1.8M$2.2M+$342.0K2026-11-02
Sheets Smith Wealth Management
INCREASED22,05318,710+3,343+18%$1.8M$2.1M+$329.5K2026-10-16
Csenge Advisory Group
DECREASED21,83122,162-331-1%$2.1M$2.1M-$25.5K2026-11-04
HUB Investment Partners, LLC
INCREASED21,80517,700+4,105+23%$1.7M$2.1M+$403.0K2026-11-03
Harpswell Capital Advisors, LLC
UNCHANGED21,77421,77400%$2.1M$2.1M+$6.5K2026-10-09
Investment Research & Advisory Group, Inc.
INCREASED21,54119,911+1,630+8%$1.9M$2.1M+$164.0K2026-10-19
Everhart Financial Group, Inc.
DECREASED21,37122,101-730-3%$2.1M$2.1M-$64.1K2026-10-08
Legacy Capital Wealth Partners, LLC
INCREASED21,31620,663+653+3%$1.3M$1.3M+$4.6K2026-10-21
Droms Strauss Advisors Inc
DECREASED21,25922,231-972-4%$2.1M$2.1M-$87.5K2026-11-03
International Assets Investment Management, LLC
INCREASED21,16419,360+1,804+9%$1.9M$2.0M+$170.6K2026-11-02
Courage Miller Partners, LLC
INCREASED21,04820,776+272+1%$2.0M$2.0M+$32.6K2026-10-21
Endeavor Private Wealth, Inc.
DECREASED21,02521,867-842-4%$2.1M$2.0M-$75.0K2026-11-05
Simplicity Wealth,LLC
INCREASED20,99420,798+196+1%$2.0M$2.0M+$25.2K2026-10-23
First Bank & Trust
UNCHANGED20,93520,93500%$2.0M$2.0M+$6.3K2026-10-19
WealthCare Investment Partners, LLC
INCREASED20,88620,118+768+4%$1.9M$2.0M+$80.4K2026-11-05
Gamma Investing LLC
INCREASED20,74520,360+385+2%$2.0M$2.0M+$43.4K2026-10-08
MMA Asset Management LLC
UNCHANGED20,70520,70500%$2.0M$2.0M+$6.2K2026-11-02
Redhawk Wealth Advisors, Inc.
NEW20,642—+20,642——$2.0M—2026-10-14
Milestone Asset Management Group, LLC
INCREASED20,47220,182+290+1%$1.9M$2.0M+$34.2K2026-10-20
Layline Advisors, LLC
INCREASED20,30620,126+180+1%$1.9M$2.0M+$23.4K2026-11-02
Embree Financial Group
UNCHANGED20,27820,27800%$2.0M$2.0M+$6.1K2026-10-22
Stone Summit Wealth LLC
DECREASED20,19120,261-700%$2.0M$2.0M-$7032026-10-14
Stevens Capital Partners
INCREASED20,05113,458+6,593+49%$1.3M$1.9M+$642.8K2026-10-29
Rossby Financial, LCC
INCREASED19,96115,258+4,703+31%$1.5M$1.9M+$460.2K2026-11-05
Highland Financial Advisors, LLC
DECREASED19,93020,291-361-2%$2.0M$1.9M-$28.9K2026-10-19
Tenzing Financial LLC
INCREASED19,78219,768+14+0%$1.9M$1.9M-$45.1K2026-11-03
Spectrum Planning & Advisory Services Inc.
NEW19,375—+19,375——$1.9M—2026-11-05
PUREfi Wealth, LLC
INCREASED19,29918,397+902+5%$1.8M$1.9M+$92.9K2026-10-19
Philadelphia Trust Co
UNCHANGED19,24919,24900%$1.9M$1.9M+$6.0K2026-11-05
LongView Wealth Management
INCREASED19,14216,099+3,043+19%$1.6M$1.9M+$299.6K2026-10-19
Stonebridge Financial Group, LLC
DECREASED19,12020,040-920-5%$1.9M$1.9M-$83.1K2026-10-01
Tufton Capital Management
DECREASED19,03019,067-370%$1.8M$1.8K-$1.8M2026-10-20
Valley Wealth Managers, Inc.
DECREASED19,02320,206-1,183-6%$2.0M$1.8M-$108.5K2026-10-09
Joel Isaacson & Co., LLC
UNCHANGED18,98318,98300%$1.8M$1.8M+$5.7K2026-11-05
Commerce Advisors, LLC
INCREASED18,95318,770+183+1%$1.8M$1.8M+$23.4K2026-10-19
Navigation Group, LLC
INCREASED18,77216,893+1,879+11%$1.6M$1.8M+$187.1K2026-10-28
Ballast Rock Private Wealth LLC
INCREASED18,45217,327+1,125+6%$1.7M$1.8M+$114.3K2026-10-26
Fjell Capital, LLC
NEW18,451—+18,451——$1.8M—2026-10-13
Oak Barrel Wealth Advisory LLC
UNCHANGED18,43518,43500%$1.8M$1.8M+$5.5K2026-11-05
Curated Wealth Partners LLC
INCREASED18,37714,880+3,497+24%$1.4M$1.8M+$343.3K2026-10-15
Sima Wealth Partners, LLC
UNCHANGED18,32018,32000%$1.8M$1.8M+$5.5K2026-10-19
Wlth Capital Management, LLC
DECREASED18,296259,370-241,074-93%$25.0M$1.8M-$23.3M2026-10-20
Pinnacle Associates LTD
DECREASED18,29418,319-250%$1.8M$1.8M+$3.1K2026-10-20
Triad Wealth Partners, LLC
DECREASED18,27319,895-1,622-8%$2.0M$1.8M-$192.7K2026-10-26
ETF Portfolio Partners, Inc.
UNCHANGED18,26118,26100%$1.8M$1.8M+$5.5K2026-10-22
Howard Financial Services, Ltd.
DECREASED18,22618,634-408-2%$1.8M$1.8M-$33.9K2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED18,16015,983+2,177+14%$1.5M$1.8M+$215.7K2026-10-09
LVZ, Inc.
DECREASED18,15719,234-1,077-6%$1.9M$1.8M-$98.6K2026-10-20
BAR Harbor Wealth Management
DECREASED18,09818,478-380-2%$1.8M$1.8M-$31.3K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED18,06017,406+654+4%$1.7M$1.8M+$77.7K2026-10-30
Columbia Asset Management
INCREASED18,03218,026+6+0%$1.7M$1.7M+$6.0K2026-10-19
Coquina Private Wealth LLC
DECREASED18,00818,190-182-1%$1.8M$1.7M-$12.2K2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED17,92917,914+15+0%$1.7M$1.7M+$6.8K2026-10-15
TFC Financial Management, Inc.
DECREASED17,92718,092-165-1%$1.7M$1.7M-$10.6K2026-10-26
Tower Trust & Investment Co
UNCHANGED17,89017,89000%$1.7M$1.7M+$5.4K2026-10-28
Defined Wealth Management, LLC
INCREASED17,78117,770+11+0%$1.7M$1.7M+$6.4K2026-10-19
Altfest L J & Co Inc
INCREASED17,75117,223+528+3%$1.7M$1.7M+$56.3K2026-10-27
Seven Post Investment Office LP
DECREASED17,61818,548-930-5%$1.8M$1.7M-$84.5K2026-10-26
Hicks Capital Management LLC
UNCHANGED17,60817,60800%$1.7M$1.7M$02026-10-20
Bayban
UNCHANGED17,58417,58400%$1.7M$1.7M$02026-11-05
Focused Alpha, LLC
INCREASED17,45015,586+1,864+12%$1.5M$1.7M+$185.3K2026-10-20
Lincoln Capital LLC
UNCHANGED17,39317,39300%$1.7M$1.7M+$9.0K2026-10-09
Boyum Wealth Architects LLC
DECREASED17,33017,661-331-2%$1.7M$1.7M-$16.9K2026-10-06
BAM Wealth Management, LLC
INCREASED17,19616,795+401+2%$1.6M$1.7M+$43.9K2026-10-15
Daymark Wealth Partners, LLC
DECREASED17,18017,333-153-1%$1.7M$1.7M-$9.6K2026-11-04
Wedbush Securities Inc
DECREASED17,11917,178-590%$1.7M$1.7K-$1.7M2026-10-22
Meyer Handelman Co
UNCHANGED17,10117,10100%$1.7M$1.7M+$5.3K2026-10-28
Kooman & Associates
DECREASED17,02817,366-338-2%$1.7M$1.6M-$27.5K2026-10-21
West Bancorporation Inc
INCREASED16,93014,920+2,010+13%$1.4M$1.6M+$199.2K2026-10-29
Silverlake Wealth Management LLC
INCREASED16,90310,992+5,911+54%$1.1M$1.6M+$576.0K2026-10-21
Dana Investment Advisors, Inc.
UNCHANGED16,90116,90100%$1.6M$1.6M+$5.1K2026-11-06
Paragon Capital Management Ltd
DECREASED16,89617,015-119-1%$1.6M$1.6M-$6.4K2026-10-09
Keystone Financial Group, Inc.
DECREASED16,79716,856-590%$1.6M$1.6M-$6692026-10-13
Beacon Capital Management, LLC
INCREASED16,79016,000+790+5%$1.5M$1.6M+$81.3K2026-10-23
Retirement Wealth Solutions LLC
DECREASED16,76616,836-700%$1.6M$1.6M-$1.7K2026-10-07
Johnson Financial Group, LLC
DECREASED16,72817,094-366-2%$1.7M$1.6M-$30.3K2026-11-03
Forte Asset Management LLC
UNCHANGED16,67716,67700%$1.6M$1.6M+$5.0K2026-10-13
Canandaigua National Bank & Trust Co
INCREASED16,30716,104+203+1%$1.6M$1.6M+$24.5K2026-10-07
Shelton Wealth Management, LLC
DECREASED16,21816,375-157-1%$1.6M$1.6M-$10.3K2026-10-16
Hoxton Planning & Management, LLC
DECREASED16,02517,932-1,907-11%$1.7M$1.6M-$179.4K2026-10-15
Old Mission Investment Co LLC
DECREASED15,99016,060-700%$1.6M$1.5M-$2.0K2026-10-22
SeaBridge Investment Advisors LLC
UNCHANGED15,92315,92300%$1.5M$1.5M+$4.8K2026-11-02
Reflection Asset Management
UNCHANGED15,71415,71400%$1.5M$1.5M+$4.7K2026-10-28
Aspen Wealth Management LLC
INCREASED15,65615,443+213+1%$1.5M$1.5M+$25.3K2026-10-14
Aries Wealth Management
UNCHANGED15,63915,63900%$1.5M$1.5M+$4.7K2026-10-23
Total Clarity Wealth Management, Inc.
DECREASED15,63516,051-416-3%$1.6M$1.5M-$35.5K2026-10-26
Wealth Management Partners, LLC
DECREASED15,55315,719-166-1%$1.5M$1.5M-$11.4K2026-10-21
Parisi Gray Wealth Management
INCREASED15,53415,395+139+1%$1.5M$1.5M+$18.1K2026-10-16
Garde Capital, Inc.
UNCHANGED15,49415,49400%$1.5M$1.5M+$4.6K2026-10-29
Tritonpoint Wealth, LLC
INCREASED15,44514,555+890+6%$1.4M$1.5M+$90.6K2026-10-19
Rubicon Advisors, GP
INCREASED15,41612,882+2,534+20%$1.2M$1.5M+$249.4K2026-10-23
Innovative Wealth Building LLC
DECREASED15,33618,888-3,552-19%$1.8M$1.5M-$338.4K2026-10-14
O'Keefe Stevens Advisory, Inc.
UNCHANGED15,15115,15100%$1.5M$1.5M+$4.5K2026-10-09
CoreCap Advisors, LLC
INCREASED15,11513,901+1,214+9%$1.3M$1.5M+$121.9K2026-10-08
Sepio Capital, LP
UNCHANGED15,09215,09200%$1.5M$1.5M+$4.5K2026-10-22
Forza Wealth Management, LLC
UNCHANGED15,04115,04100%$1.5M$1.5M+$4.5K2026-10-20
Penobscot Wealth Management
INCREASED15,02413,670+1,354+10%$1.3M$1.5M+$135.2K2026-10-21
Trilogy Capital Inc.
DECREASED14,98914,993-40%$1.4M$1.5M+$4.1K2026-10-20
Denver PWM, LLC
DECREASED14,98415,693-709-5%$1.6M$1.5M-$136.3K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED14,91018,288-3,378-18%$1.8M$1.4M-$321.8K2026-11-04
Kendall Capital Management
DECREASED14,86214,994-132-1%$1.4M$1.4M-$8.3K2026-10-23
XY Planning Network, Inc.
INCREASED14,76412,265+2,499+20%$1.2M$1.4M+$245.7K2026-10-14
Klaas Financial Asset Advisors, LLC
DECREASED14,75314,858-105-1%$1.4M$1.4M-$5.7K2026-10-19
Compass Ion Advisors, LLC
INCREASED14,75013,915+835+6%$1.3M$1.4M+$85.1K2026-10-23
Inspirion Wealth Advisors, LLC
UNCHANGED14,72014,72000%$1.4M$1.4M+$11.8K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED14,71614,859-143-1%$1.4M$1.4M-$9.4K2026-10-13
Gryphon Financial Partners LLC
DECREASED14,66215,155-493-3%$1.5M$1.4M-$43.2K2026-11-04
Univest Financial Corp
DECREASED14,60215,155-553-4%$1.5M$1.4M-$49.0K2026-11-05
Jnba Financial Advisors
UNCHANGED14,55714,55700%$1.4M$1.4M+$4.4K2026-11-03
Angeles Wealth Management, LLC
INCREASED14,52713,497+1,030+8%$1.3M$1.4M+$103.8K2026-10-26
Bear Mountain Capital, Inc.
INCREASED14,49414,201+293+2%$1.4M$1.4M+$23.2K2026-11-04
Reap Financial Group, LLC
DECREASED14,41114,516-105-1%$1.4M$1.4M-$5.8K2026-11-02
American State Bank (Iowa)
DECREASED14,40514,705-300-2%$1.4M$1.4M-$24.7K2026-11-03
Market Street Wealth Management Advisors LLC
INCREASED14,39914,095+304+2%$1.4M$1.4M+$33.7K2026-10-09
Vann Equity Management LLC
INCREASED14,39112,257+2,134+17%$1.2M$1.4M+$210.4K2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED14,3849,370+5,014+54%$904.9K$1.4M+$488.6K2026-10-14
W Advisors, LLC
DECREASED14,25014,948-698-5%$1.4M$1.4M-$63.1K2026-11-02
Fortune Financial Group, Inc.
DECREASED14,22315,787-1,564-10%$1.5M$1.4M-$146.7K2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED14,0549,965+4,089+41%$962.5K$1.4M+$399.1K2026-10-15
MW Advisory, LLC
DECREASED14,00115,793-1,792-11%$1.5M$1.4M-$168.9K2026-10-19
Noble Family Wealth, LLC
INCREASED13,99113,754+237+2%$1.3M$1.4M+$27.1K2026-10-26
Watershed Private Wealth LLC
INCREASED13,96713,794+173+1%$1.3M$1.4M+$20.9K2026-10-30
TL Private Wealth
DECREASED13,89913,926-270%$1.4M$1.3M-$14.2K2026-10-13
Great Point Wealth Advisors, LLC
DECREASED13,78713,937-150-1%$1.3M$1.3M-$10.4K2026-10-15
One Way Holdings LLC
INCREASED13,74512,569+1,176+9%$1.2M$1.3M+$117.7K2026-10-29
Root Financial Partners, LLC
INCREASED13,72013,638+82+1%$1.3M$1.3M+$12.0K2026-10-21
LWM Advisors Inc
INCREASED13,69313,362+331+2%$1.3M$1.3M+$36.1K2026-10-08
Romano Brothers and Company
DECREASED13,67915,071-1,392-9%$1.5M$1.3M-$130.3K2026-10-22
BlueSky Wealth Advisors, LLC
DECREASED13,66713,960-293-2%$1.3M$1.3M-$24.2K2026-10-29
Hill Island Financial LLC
UNCHANGED13,66513,66500%$1.3M$1.3M+$4.1K2026-10-20
Noesis Capital Mangement Corp
DECREASED13,64714,002-355-3%$1.4M$1.3M-$30.2K2026-10-26
Fort Washington Investment Advisors Inc
DECREASED13,63614,015-379-3%$1.4M$1.3M-$32.5K2026-10-15
Amplius Wealth Advisors, LLC
DECREASED13,63313,734-101-1%$1.3M$1.3M-$5.7K2026-10-20
Members Capital Advisors Inc
UNCHANGED13,58313,58300%$1.3M$1.3M+$4.1K2026-10-26
Advisory Advocates, LLC
INCREASED13,55010,685+2,865+27%$1.0M$1.3M+$280.7K2026-11-05
Davidson Trust Co
INCREASED13,41412,790+624+5%$1.2M$1.3M+$64.3K2026-10-09
Burkett Asset Management Ltd
INCREASED13,37212,532+840+7%$1.2M$1.3M+$85.1K2026-10-13
Gilpin Wealth Management, LLC
DECREASED13,32013,520-200-1%$1.3M$1.3M-$15.3K2026-10-09
Roger Wittlin Investment Advisory, LLC
DECREASED13,31718,193-4,876-27%$1.8M$1.3M-$466.9K2026-10-19
MFA Wealth Services
INCREASED13,31113,303+8+0%$1.3M$1.3M+$4.7K2026-10-14
RDA Financial Network
INCREASED13,2435,439+7,804+143%$525.3K$1.3M+$757.7K2026-10-15
SwitchPoint Financial Planning, LLC
NEW13,240—+13,240——$1.3M—2026-11-02
KCM Investment Advisors LLC
INCREASED13,14711,951+1,196+10%$1.2M$1.3M+$119.5K2026-10-27
Hixon Zuercher, LLC
UNCHANGED13,10013,10000%$1.3M$1.3M+$3.9K2026-10-13
Essex Bank
INCREASED13,09212,411+681+5%$1.2M$1.3M+$69.7K2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED12,90512,899+6+0%$1.2M$1.3M+$4.5K2026-10-30
Finley Financial, LLC
UNCHANGED12,82512,82500%$1.2M$1.2M-$8.1K2026-10-28
Breakwater Capital Group
DECREASED12,79012,945-155-1%$1.3M$1.2M-$11.2K2026-10-09
Two West Capital Advisors LLC
INCREASED12,7619,493+3,268+34%$907.2K$1.2M+$336.4K2026-10-15
HRC Wealth Management, LLC
INCREASED12,73410,262+2,472+24%$991.1K$1.2M+$242.6K2026-10-16
Marin Bay Wealth Advisors, LLC
UNCHANGED12,70412,70400%$1.2M$1.2M+$3.8K2026-10-28
Bedminster, LLC
DECREASED12,60612,861-255-2%$1.2M$1.2M-$20.8K2026-11-04
KWB Wealth
DECREASED12,50112,643-142-1%$1.2M$1.2M-$10.0K2026-10-16
Tranquility Partners, LLC
DECREASED12,43112,824-393-3%$1.2M$1.2M-$34.2K2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED12,39812,299+99+1%$1.2M$1.2M+$13.3K2026-10-21
Catalyst Private Wealth, LLC
UNCHANGED12,21112,21100%$1.2M$1.2M+$3.7K2026-10-13
Truefg, LLC
INCREASED11,99411,798+196+2%$1.1M$1.2M+$22.6K2026-10-15
Foundry Financial LLC
INCREASED11,9768,534+3,442+40%$824.2K$1.2M+$336.1K2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED11,94211,284+658+6%$1.1M$1.2M+$67.1K2026-11-04
Carnegie Investment Counsel
INCREASED11,85610,280+1,576+15%$992.8K$1.1M+$155.8K2026-10-20
Realta Investment Advisors
DECREASED11,79212,092-300-2%$1.2M$1.1M-$25.4K2026-10-14
Presilium Private Wealth, LLC
UNCHANGED11,77111,77100%$1.1M$1.1M+$3.5K2026-10-26
Clark Asset Management, LLC
DECREASED11,71512,240-525-4%$1.2M$1.1M-$47.2K2026-10-19
William John Sempolinski
INCREASED11,6558,660+2,995+35%$836.4K$1.1M+$292.8K2026-10-20
DBK Financial Counsel, LLC
UNCHANGED11,63111,63100%$1.1M$1.1M+$3.5K2026-10-13
Wetzel Investment Advisors, Inc.
DECREASED11,59211,659-67-1%$1.1M$1.1M-$3.0K2026-10-13
K2 Financial Inc.
DECREASED11,55611,872-316-3%$1.2M$1.1M-$55.7K2026-10-26
Cooper Financial Group
INCREASED11,54811,484+64+1%$1.1M$1.1M+$9.6K2026-10-07
Value Investment Professionals, LLC
DECREASED11,53911,579-400%$1.1M$1.1M-$4022026-10-13
Matauro, LLC
DECREASED11,46122,778-11,317-50%$2.2M$1.1M-$1.1M2026-11-03
Evensky & Katz LLC
DECREASED11,41412,152-738-6%$1.2M$1.1K-$1.2M2026-10-27
Procyon Advisors, LLC
INCREASED11,3797,190+4,189+58%$694.4K$1.1M+$408.1K2026-10-21
Beacon Financial Advisory LLC
DECREASED11,37512,378-1,003-8%$1.2M$1.1M-$93.5K2026-10-16
Kelleher Financial Advisors
DECREASED11,32120,442-9,121-45%$2.0M$1.1M-$877.5K2026-10-30
Horizon Wealth Management, LLC
INCREASED11,2588,742+2,516+29%$844.3K$1.1M+$246.4K2026-11-02
Summit Wealth Group LLC / Co
INCREASED11,1738,409+2,764+33%$812.1K$1.1M+$270.3K2026-10-29
Shayne & Jacobs, LLC
DECREASED11,04911,169-120-1%$1.1M$1.1M-$8.3K2026-10-21
Holland Advisory Services, Inc.
DECREASED11,00511,016-110%$1.1M$1.1M+$2.2K2026-10-26
Washington Trust Advisors, Inc.
DECREASED10,89010,971-81-1%$1.1M$1.1M-$4.6K2026-10-22
Abacus Planning Group, Inc.
INCREASED10,8484,445+6,403+144%$429.3K$1.1M+$621.7K2026-11-02
Elevatus Welath Management
INCREASED10,84510,436+409+4%$1.0M$1.1M+$42.8K2026-10-19
Columbus Macro, LLC
DECREASED10,84310,862-190%$1.0M$1.1M+$1.4K2026-10-14
Victory Financial Group, LLC
INCREASED10,76810,021+747+7%$967.8K$1.0M+$75.4K2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED10,7099,297+1,412+15%$897.9K$1.0M+$139.6K2026-10-21
AMI Investment Management Inc
NEW10,623—+10,623——$1.0M—2026-10-27
Saxon Interests, Inc.
DECREASED10,60615,664-5,058-32%$1.5M$1.0M-$485.3K2026-10-26
Alpine Bank Wealth Management
UNCHANGED10,42510,42500%$1.0M$1.0M+$3.1K2026-10-16
Miramontes Capital, LLC
DECREASED10,42110,697-276-3%$1.0M$1.0M-$23.6K2026-10-19
Kwmg, LLC
DECREASED10,36610,559-193-2%$1.0M$1.0M-$15.5K2026-10-07
Petros Family Wealth, LLC
DECREASED10,27212,153-1,881-15%$1.2M$995.2K-$178.6K2026-10-28
Financial Security Advisor, Inc.
UNCHANGED10,24010,24000%$989.0K$992.1K+$3.1K2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED10,2219,995+226+2%$965.3K$990.2K+$24.9K2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED10,0899,955+134+1%$961.5K$977.4K+$16.0K2026-10-19
McGlone Suttner Wealth Management, Inc.
INCREASED10,07910,052+27+0%$970.8K$976.4K+$5.6K2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED10,06110,013+48+0%$967.1K$974.7K+$7.7K2026-10-26
Gainline Financial Partners, LLC
INCREASED10,0589,362+696+7%$904.2K$974.4K+$70.2K2026-10-15
Uptick Partners, LLC
INCREASED10,0169,700+316+3%$936.8K$970.4K+$33.6K2026-11-04
Rockland Trust Co
DECREASED9,97310,053-80-1%$970.9K$966.2K-$4.7K2026-10-05
Sutton Place Investors LLC
INCREASED9,9179,327+590+6%$900.8K$960.7K+$60.0K2026-10-20
Community Trust & Investment Co
DECREASED9,86210,880-1,018-9%$1.1M$955.4K-$95.4K2026-10-15
Human Investing LLC
INCREASED9,8429,744+98+1%$941.1K$953.5K+$12.4K2026-10-19
Moss Adams Wealth Advisors LLC
UNCHANGED9,8369,83600%$950.0K$952.9K+$3.0K2026-10-28
Uniting Wealth Partners, LLC
INCREASED9,8344,434+5,400+122%$428.2K$952.7K+$524.5K2026-11-06
Harbor Group, Inc.
DECREASED9,81610,621-805-8%$1.0M$951.0K-$74.8K2026-10-14
Schear Investment Advisers, LLC
NEW9,730—+9,730——$942.7K—2026-10-14
Tempo Wealth, LLC
INCREASED9,7309,013+717+8%$870.5K$942.7K+$72.2K2026-10-14
Avaii Wealth Management, LLC
INCREASED9,6417,000+2,641+38%$676.1K$935.3K+$259.2K2026-10-09
Naples Global Advisors, LLC
INCREASED9,6058,673+932+11%$837.6K$930.5K+$92.9K2026-11-05
FAI Advisors, Inc.
INCREASED9,5429,379+163+2%$905.8K$924.4K+$18.6K2026-10-27
RCS Financial Planning, LLC
INCREASED9,5289,526+2+0%$920.0K$923.1K+$3.1K2026-10-14
Investment Research Partners LLC
DECREASED9,4949,549-55-1%$922.2K$919.7K-$2.5K2026-10-19
Bestgate Wealth Advisors, LLC
DECREASED9,47114,965-5,494-37%$1.4M$917.5K-$527.8K2026-10-13
Clearwave Capital, LLC
UNCHANGED9,4519,45100%$912.8K$915.6K+$2.8K2026-10-27
Legacy Advisors, LLC
INCREASED9,4396,590+2,849+43%$636.5K$914.4K+$278.0K2026-10-19
Quantify Chaos Advisors, LLC
DECREASED9,4269,437-110%$911.4K$913.2K+$1.8K2026-11-04
RHS Financial, LLC
INCREASED9,4137,264+2,149+30%$701.6K$912.0K+$210.4K2026-10-13
Clear Trail Advisors, LLC
DECREASED9,39411,316-1,922-17%$1.1M$910.1K-$182.8K2026-10-20
Lazari Capital Management, Inc.
UNCHANGED9,3529,35200%$903.2K$906.0K+$2.8K2026-10-20
Continuum Wealth Advisors, LLC
DECREASED9,3409,750-410-4%$941.7K$904.9K-$36.8K2026-10-20
Financial Perspectives, Inc
INCREASED9,3228,872+450+5%$856.9K$903.1K+$46.3K2026-11-03
Raleigh Capital Management Inc.
INCREASED9,2738,916+357+4%$861.1K$898.4K+$37.3K2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED9,1674,323+4,844+112%$417.5K$888.1K+$470.6K2026-10-05
Partners Wealth Management, LLC
NEW9,075—+9,075——$879.2K—2026-10-28
Advisor OS, LLC
DECREASED9,0489,191-143-2%$887.7K$876.6K-$11.1K2026-11-03
River Street Advisors LLC
INCREASED9,0348,866+168+2%$856.3K$875.2K+$18.9K2026-10-22
Quad-Cities Investment Group, LLC
DECREASED9,0139,122-109-1%$881.0K$873.2K-$7.8K2026-10-16
Mayfair Advisory Group, LLC
INCREASED8,9998,834+165+2%$851.1K$871.8K+$20.8K2026-10-20
Fermata Advisors, LLC
DECREASED8,9939,242-249-3%$892.6K$871.2K-$21.4K2026-10-13
Magnus Financial Group LLC
INCREASED8,9648,720+244+3%$842.2K$868.4K+$26.2K2026-10-21
Prevail Innovative Wealth Advisors, LLC
INCREASED8,9473,267+5,680+174%$315.5K$860.7K+$545.2K2026-10-20
Live Oak Private Wealth LLC
INCREASED8,9448,943+1+0%$863.7K$866.5K+$2.8K2026-11-02
First National Bank Sioux Falls
DECREASED8,9249,351-427-5%$899.4K$864.6K-$34.8K2026-10-13
City Holding Co
DECREASED8,91311,413-2,500-22%$1.1M$863.5K-$238.8K2026-10-19
Clear Harbor Asset Management, LLC
INCREASED8,8958,545+350+4%$825.3K$861.7K+$36.5K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED8,8814,972+3,909+79%$480.2K$860.4K+$380.2K2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED8,8679,509-642-7%$918.4K$859.0K-$59.3K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED8,8517,955+896+11%$768.3K$857.5K+$89.2K2026-11-02
Frank, Rimerman Advisors LLC
DECREASED8,80711,631-2,824-24%$1.1M$853.2K-$270.1K2026-10-16
Occidental Asset Management, LLC
DECREASED8,75011,071-2,321-21%$1.1M$847.7K-$221.5K2026-11-05
G&S Capital LLC
INCREASED8,6388,628+10+0%$833.2K$836.8K+$3.6K2026-10-23
Allegheny Financial Group
INCREASED8,5948,593+1+0%$829.9K$832.6K+$2.7K2026-11-05
Global View Capital Management LLC
DECREASED8,53611,332-2,796-25%$1.1M$827.0K-$267.5K2026-10-28
Fulcrum Capital LLC
UNCHANGED8,5208,52000%$822.9K$825.4K+$2.6K2026-10-15
Dudley Capital Management, LLC
UNCHANGED8,5028,50200%$821.1K$823.7K+$2.6K2026-10-23
Balboa Wealth Partners
INCREASED8,4218,366+55+1%$808.0K$815.8K+$7.8K2026-10-20
TCI Wealth Advisors, Inc.
DECREASED8,3969,033-637-7%$872.4K$813.4K-$59.0K2026-10-30
Beaumont Asset Management, L.L.C.
INCREASED8,3548,334+20+0%$804.9K$809.3K+$4.4K2026-10-16
Signal Advisors Wealth, LLC
INCREASED8,3508,199+151+2%$791.8K$809.0K+$17.1K2026-10-13
Vigilare Wealth Management
DECREASED8,3368,656-320-4%$836.0K$807.6K-$28.4K2026-10-29
Aviso Wealth Management
DECREASED8,3318,488-157-2%$819.9K$807.1K-$12.8K2026-11-04
Rare Wolf Capital LLC
INCREASED8,3158,253+62+1%$797.1K$805.5K+$8.5K2026-10-20
Keener Financial Planning LLC
INCREASED8,3107,251+1,059+15%$700.0K$805.1K+$105.1K2026-11-06
Old Second National Bank of Aurora
DECREASED8,30410,984-2,680-24%$1.1M$804.5K-$256.3K2026-10-22
Sageworth Trust Co
UNCHANGED8,2948,29400%$801.0K$803.5K+$2.5K2026-10-30
Kennedy Investment Group, Inc.
INCREASED8,2838,231+52+1%$795.0K$802.5K+$7.5K2026-10-21
KDK Private Wealth Management, LLC
DECREASED8,2678,290-230%$800.7K$801.0K+$2592026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED8,1888,18800%$790.8K$793.3K+$2.5K2026-11-04
Community Financial Services Group, LLC
INCREASED8,1814,998+3,183+64%$480.2K$785.0K+$304.8K2026-10-15
Gibbs Wealth Management
INCREASED8,1707,857+313+4%$758.8K$791.5K+$32.7K2026-10-22
Evermay Wealth Management LLC
INCREASED8,0867,627+459+6%$736.6K$783.4K+$46.8K2026-11-05
Farmers & Merchants Investments Inc
INCREASED8,0537,935+118+1%$766.4K$780.2K+$13.8K2026-10-22
Quadcap Wealth Management, LLC
INCREASED8,0497,034+1,015+14%$679.4K$779.8K+$100.4K2026-11-02
D'Orazio & Associates, Inc.
DECREASED8,0478,295-248-3%$801.2K$779.6K-$21.5K2026-11-04
Selective Wealth Management, Inc.
DECREASED8,0328,191-159-2%$788.4K$776.0K-$12.4K2026-10-16
First Citizens Financial Corp
DECREASED8,0298,126-97-1%$784.8K$777.8K-$7.0K2026-10-02
CGN Advisors LLC
INCREASED8,0156,752+1,263+19%$652.1K$776.5K+$124.4K2026-10-21
Nichols & Pratt Advisers LLP
INCREASED8,0117,000+1,011+14%$676.1K$768.7K+$92.6K2026-10-13
Gerber Kawasaki Wealth & Investment Management
DECREASED8,0068,486-480-6%$819.6K$775.6K-$44.0K2026-10-29
Equitable Trust Co
INCREASED7,9317,839+92+1%$757.1K$768.4K+$11.3K2026-10-13
CPC Advisors, LLC
INCREASED7,8967,379+517+7%$712.7K$765.0K+$52.3K2026-10-21
Regatta Capital Group, LLC
INCREASED7,7787,530+248+3%$727.2K$753.5K+$26.3K2026-10-23
Kingsman Wealth Management, Inc.
UNCHANGED7,7487,74800%$748.3K$750.6K+$2.3K2026-10-13
Goelzer Investment Management, Inc.
DECREASED7,72111,342-3,621-32%$1.1M$748.0K-$347.4K2026-10-16
Inscription Capital, LLC
UNCHANGED7,7187,71800%$745.4K$747.7K+$2.3K2026-11-02
Peoples Bank
DECREASED7,7008,914-1,214-14%$860.9K$746.0K-$114.9K2026-10-26
CRA Financial Services, LLC
DECREASED7,6797,975-296-4%$770.2K$744.0K-$26.3K2026-10-16
tru Independence LLC
DECREASED7,6147,637-230%$737.6K$737.6K+$202026-10-20
Childress Capital Advisors, LLC
UNCHANGED7,6137,61300%$735.3K$737.5K+$2.3K2026-10-28
Key FInancial Inc
DECREASED7,6107,953-343-4%$768.1K$737.3K-$30.9K2026-11-02
Impact Capital Partners LLC
INCREASED7,5647,399+165+2%$714.6K$732.8K+$18.2K2026-10-22
Traynor Capital Management, Inc.
DECREASED7,5297,693-164-2%$743.0K$729.4K-$13.6K2026-10-29
Oath Planning, LLC
INCREASED7,5017,499+2+0%$724.2K$726.7K+$2.4K2026-10-20
AM Investment Strategies LLC
INCREASED7,4667,363+103+1%$711$723.0K+$722.3K2026-11-05
Optima Capital LLC
DECREASED7,4657,816-351-4%$754.9K$723.2K-$31.7K2026-10-29
Voisard Asset Management Group, Inc.
UNCHANGED7,4497,44900%$719.4K$721.7K+$2.2K2026-10-13
Activest Wealth Management
INCREASED7,409722+6,687+926%$69.7K$717.8K+$648.1K2026-10-15
Sonata Capital Group Inc
INCREASED7,4016,021+1,380+23%$581.5K$717.0K+$135.5K2026-10-19
RVW Wealth, LLC
INCREASED7,3997,284+115+2%$703.5K$716.8K+$13.3K2026-10-06
My Personal CFO, LLC
UNCHANGED7,3857,38500%$713.2K$715.4K+$2.2K2026-10-14
Lyell Wealth Management, LP
INCREASED7,2846,764+520+8%$653.3K$705.7K+$52.4K2026-10-30
Park National Corp
DECREASED7,2459,189-1,944-21%$887.5K$701.9K-$185.6K2026-10-05
Legacy Private Trust Co.
DECREASED7,2367,286-50-1%$703.7K$701.0K-$2.7K2026-10-06
Oak Grove Capital LLC
UNCHANGED7,2367,23600%$698.9K$701.0K+$2.2K2026-10-09
Vaquero Private Wealth, LTD
DECREASED7,16516,000-8,835-55%$1.5M$694.1K-$851.1K2026-10-27
Armstrong, Fleming & Moore, Inc
DECREASED7,1587,666-508-7%$740.3K$693.4K-$46.9K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED7,1166,811+305+4%$657.8K$689.4K+$31.6K2026-10-21
Clear Wave Wealth Management LLC
DECREASED7,0968,090-994-12%$781.4K$687.4K-$93.9K2026-11-04
Kondo Wealth Advisors, Inc.
UNCHANGED7,0357,03500%$679.4K$681.6K+$2.1K2026-10-19
International Private Wealth Advisors LLC
INCREASED7,0236,001+1,022+17%$579.6K$680.4K+$100.8K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED6,9855,621+1,364+24%$542.9K$676.8K+$133.9K2026-10-29
Twelve Points Wealth Management LLC
INCREASED6,9813,945+3,036+77%$381.0K$672.3K+$291.3K2026-11-03
Centennial Wealth Advisory LLC
INCREASED6,9725,083+1,889+37%$491.0K$675.5K+$184.5K2026-10-16
Smith Thornton Advisors LLC
DECREASED6,9697,120-151-2%$684.6K$675.2K-$9.4K2026-10-16
Archer Investment Corp
UNCHANGED6,9586,95800%$672.0K$674.1K+$2.1K2026-11-05
Barrett & Company, Inc.
DECREASED6,9519,351-2,400-26%$903.1K$673.4K-$229.7K2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED6,9366,93600%$669.9K$672.0K+$2.1K2026-10-23
Gray Private Wealth, LLC
INCREASED6,8986,477+421+7%$625.6K$668.3K+$42.7K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED6,8855,971+914+15%$576.7K$667.0K+$90.3K2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED6,8816,88100%$664.6K$666.6K+$2.1K2026-11-02
Allstreet Capital Advisors LLC
DECREASED6,8606,880-200%$664.5K$664.6K+$842026-11-04
Diversified Management Inc
INCREASED6,8536,756+97+1%$652.5K$663.9K+$11.4K2026-10-08
Lynx Investment Advisory
UNCHANGED6,8486,84800%$661.4K$663.5K+$2.1K2026-10-27
MidAtlantic Capital Management, Inc.
INCREASED6,8165,719+1,097+19%$552.3K$660.3K+$108.0K2026-11-05
Chapin Davis, Inc.
DECREASED6,8126,887-75-1%$665.1K$659.9K-$5.2K2026-10-09
KFA Private Wealth Group, LLC
INCREASED6,7816,723+58+1%$649.4K$657.0K+$7.6K2026-10-07
Cpwa, LLC
INCREASED6,7185,163+1,555+30%$498.6K$646.1K+$147.5K2026-11-04
Kennebec Savings Bank
DECREASED6,7106,720-100%$649.0K$650.1K+$1.0K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED6,6926,499+193+3%$627.7K$648.4K+$20.6K2026-10-27
Optivise Advisory Services LLC
INCREASED6,6864,553+2,133+47%$439.7K$647.7K+$208.0K2026-10-19
Argentarii, LLC
UNCHANGED6,6496,64900%$669.1K$644.2K-$24.9K2026-10-28
Trust Co of the South
INCREASED6,6455,783+862+15%$558.5K$643.8K+$85.2K2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED6,6322,872+3,760+131%$278.3K$636.4K+$358.1K2026-10-21
Noble Wealth Management PBC
DECREASED6,6206,640-200%$641.3K$641.3K+$552026-10-01
Compass Financial Services Inc
DECREASED6,6187,737-1,119-14%$747.2K$641.2K-$106.1K2026-11-06
Centurion Wealth Management LLC
INCREASED6,5916,512+79+1%$628.9K$638.5K+$9.6K2026-10-13
Mitchell Capital Management Co
DECREASED6,5296,573-44-1%$634.8K$632.5K-$2.3K2026-10-29
Echo45 Advisors LLC
NEW6,493—+6,493——$629.1K—2026-10-07
Boston Trust Walden Corp
DECREASED6,4556,612-157-2%$638.6K$625.4K-$13.2K2026-10-30
Appleton Partners Inc
INCREASED6,4135,794+619+11%$560.0K$621-$559.4K2026-10-30
Sachem Hill LLC
DECREASED6,3996,993-594-8%$675.4K$620.0K-$55.4K2026-10-14
Elevation Wealth Partners, LLC
DECREASED6,3906,395-50%$617.7K$619.2K+$1.4K2026-10-07
Wealth Effects LLC
UNCHANGED6,3876,38700%$616.9K$618.8K+$1.9K2026-10-23
Citizens National Bank Trust Department
DECREASED6,3576,377-200%$615.9K$615.9K-$252026-11-04
Keudell ison Wealth Management
UNCHANGED6,3526,35200%$613.5K$615.4K+$1.9K2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED6,3126,188+124+2%$597.6K$611.5K+$13.9K2026-10-23
Huntleigh Advisors, Inc.
DECREASED6,2976,409-112-2%$619.0K$610.1K-$8.9K2026-11-03
True North Advisors, LLC
INCREASED6,2823,263+3,019+93%$315.1K$608.6K+$293.5K2026-10-22
Gradient Capital Advisors, LLC
UNCHANGED6,2726,27200%$605.7K$607.6K+$1.9K2026-10-21
Next Level Wealth Planning, LLC
INCREASED6,2615,974+287+5%$577.0K$606.6K+$29.6K2026-10-29
J.Safra Asset Management Corp
UNCHANGED6,2396,23900%$602.6K$604.4K+$1.9K2026-11-03
Meridian Financial Advisors, LLC
INCREASED6,2375,868+369+6%$566.7K$604.2K+$37.5K2026-10-14
Forum Financial Management, LP
INCREASED6,2326,139+93+2%$592.9K$603.8K+$10.9K2026-10-16
Ironwood Financial, llc
DECREASED6,2216,274-53-1%$603.3K$602.7K-$5542026-10-20
Northbridge Financial Group, LLC
DECREASED6,1967,317-1,121-15%$706.6K$602.5K-$104.1K2026-11-05
EPG Wealth Management LLC
UNCHANGED6,1376,13700%$592.8K$594.6K+$1.8K2026-11-03
Fairvoy Private Wealth, LLC
INCREASED6,1153,110+3,005+97%$300.4K$592.4K+$292.1K2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED6,0833,528+2,555+72%$340.7K$589.3K+$248.6K2026-10-22
Cardinal Strategic Wealth Guidance
INCREASED6,0784,427+1,651+37%$427.6K$588.8K+$161.3K2026-11-02
Leo Wealth, LLC
NEW6,051—+6,051——$586.2K—2026-10-26
LJI Wealth Management, LLC
INCREASED6,0115,980+31+1%$577.5K$582.3K+$4.7K2026-10-28
Golden State Wealth Management, LLC
DECREASED6,0106,276-266-4%$606.2K$582.3K-$23.8K2026-11-02
Sunpointe, LLC
UNCHANGED5,9755,97500%$577.1K$578.9K+$1.8K2026-10-22
Accredited Investors Inc.
DECREASED5,9466,455-509-8%$623.4K$576.0K-$47.4K2026-11-03
Invested Advisors
UNCHANGED5,9195,91900%$571.6K$573.4K+$1.8K2026-10-23
Riverwater Partners LLC
DECREASED5,8956,238-343-5%$602.5K$571.1K-$31.4K2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED5,8875,88700%$568.6K$570.4K+$1.8K2026-10-26
Stonekeep Investments, LLC
UNCHANGED5,8665,86600%$567$568.3K+$567.8K2026-10-15
Cardinal Point Capital Management ULC
INCREASED5,8605,719+141+2%$552.3K$567.7K+$15.3K2026-10-21
MBA Advisors LLC
UNCHANGED5,8115,81100%$561.2K$563.0K+$1.7K2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED5,8083,958+1,850+47%$382.3K$562.7K+$180.4K2026-11-04
Laurel OAK Wealth Management, LLC
DECREASED5,8036,829-1,026-15%$659.5K$562.2K-$97.4K2026-10-19
KFG LLC
NEW5,778—+5,778——$559.8K—2026-11-02
Pearl Planning LLC
INCREASED5,7695,569+200+4%$537.9K$558.9K+$21.0K2026-10-13
Oarsman Capital, Inc.
INCREASED5,7625,515+247+4%$532.6K$558.2K+$25.6K2026-11-05
Trust Co
INCREASED5,7205,663+57+1%$546.9K$554.1K+$7.2K2026-10-09
TrustBank
UNCHANGED5,7155,71500%$552.0K$553.7K+$1.7K2026-10-20
Berkeley, Inc
UNCHANGED5,6935,69300%$549.8K$551.5K+$1.7K2026-10-20
Envision Financial LLC
DECREASED5,68223,331-17,649-76%$2.3M$408.8K-$1.8M2026-10-15
Burney Co/
DECREASED5,6755,947-272-5%$574.4K$549.8K-$24.6K2026-10-15
Northern Lights Advisors, Inc.
UNCHANGED5,6595,65900%$546.5K$548.2K+$1.7K2026-10-21
Eagle Wealth Strategies LLC
DECREASED5,6465,960-314-5%$575.6K$546.9K-$28.7K2026-10-20
Inlet Private Wealth, LLC
UNCHANGED5,6345,63400%$544.1K$545.8K+$1.7K2026-10-21
Pictet Asset Management Holding SA
NEW5,622—+5,622——$544.7K—2026-11-03
Avantax Planning Partners, Inc.
INCREASED5,6214,943+678+14%$477.4K$544.5K+$67.2K2026-11-03
Accredited Investor Services, LLC
UNCHANGED5,6095,60900%$541.7K$543.4K+$1.7K2026-10-22
Sensible Money, LLC
INCREASED5,6075,532+75+1%$534.3K$543.2K+$8.9K2026-10-20
Townsend Asset Management Corp
UNCHANGED5,5945,59400%$540.2K$541.9K+$1.7K2026-10-29
Verum Partners LLC
DECREASED5,5755,721-146-3%$552.5K$540.1K-$12.4K2026-10-21
Richardson Financial Services Inc.
INCREASED5,5645,429+135+2%$524.3K$539.0K+$14.7K2026-10-30
Sage Capital Management, LLC
UNCHANGED5,5605,56000%$537.3K$539.0K+$1.7K2026-10-20
Sprinkle Financial Consultants LLC
DECREASED5,5306,137-607-10%$592.7K$535.7K-$57.0K2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED5,5283,334+2,194+66%$322.5K$530.0K+$207.5K2026-10-13
Uptown Financial Advisors LLC
INCREASED5,4714,722+749+16%$456.1K$530.1K+$74.0K2026-10-15
Maltin Wealth Management, Inc.
DECREASED5,4697,702-2,233-29%$743.8K$529.8K-$214.0K2026-10-13
Shade Tree Advisors LLC
UNCHANGED5,4695,46900%$528.2K$529.8K+$1.6K2026-10-22
Atlatl Advisers LLC
UNCHANGED5,4665,46600%$527.9K$529.5K+$1.6K2026-10-22
Lantern Wealth Advisors, LLC
DECREASED5,4445,497-53-1%$530.9K$527.4K-$3.5K2026-10-22
DB&C Advisors, LLC
DECREASED5,4015,487-86-2%$529.9K$523.2K-$6.7K2026-10-26
CPA Asset Management Group, LLC
DECREASED5,3825,427-45-1%$524.1K$521.4K-$2.7K2026-10-26
Lake Street Private Wealth, LLC
INCREASED5,3805,188+192+4%$501.1K$521.3K+$20.2K2026-10-22
AlphaStar Capital Management, LLC
INCREASED5,3575,208+149+3%$503.0K$519.0K+$16.0K2026-10-16
Maia Wealth LLC
DECREASED5,31612,494-7,178-57%$1.2M$515.0K-$691.7K2026-10-19
Rosenberg Matthew Hamilton
INCREASED5,2495,116+133+3%$494.1K$508.5K+$14.4K2026-10-05
Synergy Asset Management, LLC
INCREASED5,2404,845+395+8%$467.9K$507.7K+$39.7K2026-11-05
Hengehold Capital Management LLC
INCREASED5,2274,052+1,175+29%$391.4K$506.4K+$115.0K2026-10-16
MontVue Capital Management, Inc.
UNCHANGED5,2265,22600%$504.7K$506.3K+$1.6K2026-10-19
StrongBox Wealth, LLC
DECREASED5,2185,386-168-3%$520.2K$505.5K-$14.7K2026-11-02
First Heartland Consultants, Inc.
DECREASED5,2125,295-83-2%$511.4K$505.0K-$6.5K2026-10-08
Thayer Financial, L.L.C.
DECREASED5,2106,154-944-15%$594.4K$499.9K-$94.5K2026-10-21
Key Capital Management, Inc
INCREASED5,2074,799+408+9%$463.5K$504.5K+$41.0K2026-11-03
S.E.E.D. Planning Group LLC
NEW5,174—+5,174——$501.3K—2026-10-07
Foguth Wealth Management, Llc.
INCREASED5,1624,525+637+14%$432.5K$498.3K+$65.8K2026-10-19
Covenant Asset Management, LLC
NEW5,152—+5,152——$499.1K—2026-10-14
Financial Management Professionals, Inc.
DECREASED5,1395,315-176-3%$513.3K$497.9K-$15.5K2026-10-23
Fairman Group, LLC
UNCHANGED5,1195,11900%$494.4K$495.9K+$1.5K2026-10-26
Thrive Wealth Management, LLC
DECREASED5,1105,127-170%$495.2K$495.1K-$1082026-10-13
Kathmere Capital Management, LLC
DECREASED5,1095,142-33-1%$496.6K$495.0K-$1.7K2026-10-20
Enzi Wealth
DECREASED5,1005,194-94-2%$503.2K$492.9K-$10.4K2026-10-14
Marino, Stram & Associates LLC
INCREASED5,0723,329+1,743+52%$321.5K$491.4K+$169.8K2026-10-22
Thrive Capital Management, LLC
INCREASED5,0575,000+57+1%$482.9K$490.0K+$7.0K2026-10-28
Sovran Advisors, LLC
DECREASED5,0525,228-176-3%$505.9K$491.1K-$14.8K2026-11-02
Cove Private Wealth, LLC
INCREASED5,0273,952+1,075+27%$381.7K$487.0K+$105.3K2026-10-28
Burton Enright Welch
INCREASED5,0174,323+694+16%$417.5K$486.0K+$68.5K2026-11-04
Downshift Financial, LLC
UNCHANGED4,9894,98900%$481.8K$483.3K+$1.5K2026-10-13
Auctus Advisors LLC
INCREASED4,9804,833+147+3%$466.8K$482.5K+$15.7K2026-10-23
Register Financial Advisors LLC
INCREASED4,9684,963+5+0%$479.3K$481.3K+$2.0K2026-10-23
Greenwood Gearhart LLC
INCREASED4,9353,417+1,518+44%$330.0K$478.1K+$148.1K2026-11-02
Ddfg, Inc
DECREASED4,9294,935-60%$476.6K$477.5K+$8992026-10-15
Vista Investment Partners II, LLC
DECREASED4,9225,177-255-5%$500.0K$476.8K-$23.2K2026-10-15
Brown, Lisle Ings, Inc.
INCREASED4,9034,714+189+4%$455.3K$475.0K+$19.7K2026-10-16
Melfa Wealth Management, Inc.
INCREASED4,8993,936+963+24%$380.1K$474.6K+$94.5K2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED4,8964,89600%$473.0K$473-$472.5K2026-10-26
Heritage Wealth Management, Inc.
INCREASED4,8954,623+272+6%$446.5K$474.2K+$27.7K2026-10-28
Capital Planning LLC
DECREASED4,8926,950-2,058-30%$671.2K$473.9K-$197.3K2026-10-09
FC Advisory LLC
DECREASED4,8895,029-140-3%$485.7K$473.6K-$12.1K2026-10-05
Samalin Investment Counsel, LLC
UNCHANGED4,8754,87500%$470.9K$472.3K+$1.5K2026-10-23
South Shore Capital Advisors
DECREASED4,8556,068-1,213-20%$586.0K$470.4K-$115.6K2026-10-20
Tran Capital Management, L.P.
UNCHANGED4,8554,85500%$468.9K$470.4K+$1.5K2026-10-19
Tctc Holdings, LLC
INCREASED4,8474,597+250+5%$444.0K$469.6K+$25.6K2026-11-02
Lanark Financial, Inc.
INCREASED4,8283,540+1,288+36%$342.0K$467.7K+$125.7K2026-10-26
Nicholas Hoffman & Company, Llc.
UNCHANGED4,8264,82600%$466.1K$467.5K+$1.4K2026-10-30
Towne Trust Company, N.a
INCREASED4,8134,511+302+7%$435.7K$466.3K+$30.6K2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED4,7884,679+109+2%$451.9K$463.9K+$12.0K2026-10-19
Seneca Financial Advisors LLC
UNCHANGED4,7874,78700%$462.3K$463.8K+$1.4K2026-10-28
Destiny Wealth Partners, LLC
NEW4,786—+4,786——$462.5K—2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4,77820,346-15,568-77%$2.0M$462.9K-$1.5M2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED4,7383,341+1,397+42%$322.7K$459.0K+$136.3K2026-10-20
HBW Advisory Services LLC
INCREASED4,7333,756+977+26%$362.8K$458.6K+$95.8K2026-10-15
Obermeyer Wealth Partners
DECREASED4,6564,659-30%$450.0K$451.1K+$1.1K2026-10-21
Strategic Equity Management
DECREASED4,65518,382-13,727-75%$1.8M$451.0K-$1.3M2026-11-04
XML Financial, LLC
UNCHANGED4,6434,64300%$448.4K$449.8K+$1.4K2026-10-29
Range Financial Group LLC
UNCHANGED4,6254,62500%$446.7K$448.1K+$1.4K2026-10-21
Mullaney, Keating & Wright, Inc.
UNCHANGED4,6154,61500%$445.8K$447.1K+$1.4K2026-10-19
Xena Financial Planning, LLC
UNCHANGED4,6054,60500%$444.8K$446.1K+$1.4K2026-10-13
Pines Wealth Management, LLC
INCREASED4,6044,246+358+8%$410.1K$446.1K+$36.0K2026-10-21
Globalt Investments LLC / GA
UNCHANGED4,5924,59200%$443.5K$444.9K+$1.4K2026-10-27
Journey Advisory Group, LLC
INCREASED4,5692,698+1,871+69%$260.6K$442.6K+$182.0K2026-11-04
Shepherd Street Advisors LLC
INCREASED4,5464,446+100+2%$433.7K$438.8K+$5.1K2026-10-21
Curat Global, LLC
UNCHANGED4,5394,53900%$436.3K$439.7K+$3.4K2026-10-26
Stolper Co
DECREASED4,5384,580-42-1%$442$440-$22026-10-13
Aegis Wealth Management, Inc.
INCREASED4,5372,328+2,209+95%$224.9K$439.6K+$214.7K2026-10-26
Capital Square, LLC
INCREASED4,5134,061+452+11%$394.9K$437.3K+$42.4K2026-10-19
GSG Advisors LLC
UNCHANGED4,4784,47800%$432.5K$433.9K+$1.3K2026-11-03
Iams Wealth Management, LLC
INCREASED4,4774,326+151+3%$417.8K$433.7K+$15.9K2026-10-15
Beaumont Financial Advisors, LLC
UNCHANGED4,4464,44600%$429.4K$430.7K+$1.3K2026-10-22
Manuka Financial, LLC
UNCHANGED4,4394,43900%$428.7K$430.1K+$1.3K2026-10-16
First Financial Corp
UNCHANGED4,4274,42700%$427.6K$428.9K+$1.3K2026-10-13
Farrow Financial, Inc.
INCREASED4,4204,225+195+5%$408.1K$428.2K+$20.2K2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED4,4175,038-621-12%$486.6K$427.9K-$58.7K2026-10-22
GreatBanc Trust Co
INCREASED4,4134,063+350+9%$392.4K$427.5K+$35.1K2026-11-04
Gemmer Asset Management LLC
INCREASED4,4004,338+62+1%$418.9K$426.3K+$7.3K2026-10-16
RTD Financial Advisors, Inc.
DECREASED4,3814,424-43-1%$427.2K$424.4K-$2.8K2026-10-09
Birch Hill Investment Advisors LLC
UNCHANGED4,3684,36800%$421.9K$423.2K+$1.3K2026-10-16
Olistico Wealth, LLC
INCREASED4,3423,904+438+11%$377.1K$420.7K+$43.6K2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED4,275419+3,856+920%$40$414+$3742026-10-14
Sentinel Pension Advisors, LLC
DECREASED4,2464,298-52-1%$413.7K$411.4K-$2.3K2026-11-02
Central Valley Advisors, LLC
DECREASED4,2447,882-3,638-46%$761.3K$411.2K-$350.2K2026-10-27
Stewardship Concepts Financial Services LLC
UNCHANGED4,2424,24200%$409.7K$411.0K+$1.3K2026-10-06
Cdkv Holdings LLC
UNCHANGED4,2394,23900%$409.4K$410.7K+$1.3K2026-10-28
Anchor Capital Advisors LLC
INCREASED4,2294,218+11+0%$407.4K$409.7K+$2.3K2026-11-05
Little House Capital LLC
DECREASED4,2204,489-269-6%$433.6K$408.9K-$24.7K2026-11-06
Midwest Financial Partners Investments, Inc.
UNCHANGED4,2184,21800%$407.4K$408.6K+$1.3K2026-10-08
Frontier Asset Management, LLC
DECREASED4,2114,817-606-13%$465.3K$407.9K-$57.3K2026-10-28
Cairn Investment Group, Inc.
UNCHANGED4,2114,21100%$407.0K$408.0K+$1.0K2026-11-04
Plan A Wealth LLC
UNCHANGED4,1714,17100%$402.8K$404.1K+$1.3K2026-10-08
Grandfield & Dodd, LLC
UNCHANGED4,1554,15500%$401.3K$402.5K+$1.2K2026-10-29
Commonwealth Retirement Investments LLC
INCREASED4,1283,916+212+5%$378.2K$399.9K+$21.7K2026-10-26
NWF Advisory Services Inc.
INCREASED4,1234,118+5+0%$397.7K$399.4K+$1.7K2026-10-19
Canandaigua National Trust Co of Florida
NEW4,120—+4,120——$399.1K—2026-10-07
Weaver Consulting Group
INCREASED4,1182,778+1,340+48%$268.3K$399.0K+$130.6K2026-10-07
Cordoba Advisory Partners LLC
INCREASED4,1003,287+813+25%$317.5K$397.2K+$79.7K2026-10-19
Radnor Capital Management, LLC
UNCHANGED4,1004,10000%$396.0K$397.2K+$1.2K2026-10-23
Secure Asset Management, LLC
INCREASED4,0854,018+67+2%$388.0K$395.8K+$7.8K2026-10-19
Granville Capital, Inc.
UNCHANGED4,0734,07300%$393.4K$394.6K+$1.2K2026-11-05
Fortem Financial Group, LLC
NEW4,063—+4,063——$393.6K—2026-10-20
Ellerson Group Inc
DECREASED4,0536,472-2,419-37%$625.1K$389.5K-$235.6K2026-11-04
Hurley Capital, LLC
DECREASED4,0364,243-207-5%$409.8K$391.1K-$18.8K2026-11-05
Holcombe Financial, Inc.
UNCHANGED4,0334,03300%$389.5K$390.7K+$1.2K2026-10-16
Madrona Financial Services, LLC
DECREASED4,0107,151-3,141-44%$690.7K$388.5K-$302.1K2026-10-23
Cerro Pacific Wealth Advisors LLC
DECREASED3,9904,129-139-3%$398.8K$386.5K-$12.2K2026-10-22
One Day In July LLC
INCREASED3,9873,976+11+0%$384.0K$386.3K+$2.3K2026-10-30
Mission Financial Group, LLC
INCREASED3,9823,836+146+4%$370.4K$385.8K+$15.4K2026-10-21
QTR Family Wealth, LLC
UNCHANGED3,9723,97200%$383.6K$384.8K+$1.2K2026-11-02
Transce3nd, LLC
NEW3,946—+3,946——$382.8K—2026-10-26
WPG Advisers, LLC
DECREASED3,9463,952-60%$381.6K$382.2K+$6042026-10-27
Fonville Wealth Management LLC
INCREASED3,9163,522+394+11%$340.2K$379.4K+$39.2K2026-10-28
Landmark Wealth Management, LLC
DECREASED3,9153,929-140%$379.5K$379.3K-$1782026-11-03
LVW Advisors, LLC
INCREASED3,9043,857+47+1%$372.5K$378.3K+$5.7K2026-10-19
Patten & Patten Inc
DECREASED3,8854,385-500-11%$423.5K$376.3K-$47.1K2026-10-26
Foster Group, Inc.
INCREASED3,8832,687+1,196+45%$259.5K$376.2K+$116.7K2026-10-13
Union Savings Bank
INCREASED3,864668+3,196+478%$64.5K$374.3K+$309.8K2026-10-14
Signature Equity Partners, LLC
INCREASED3,8441,734+2,110+122%$167.5K$372.4K+$204.9K2026-10-29
Meridian Investment Counsel Inc.
UNCHANGED3,8163,81600%$368.5K$369.7K+$1.1K2026-10-14
Northwest Wealth Advisors, LLC
DECREASED3,8003,888-88-2%$375.5K$368.2K-$7.3K2026-11-02
Jeter Robert S II
INCREASED3,7883,689+99+3%$358.6K$366.1K+$7.4K2026-10-16
Tepp RIA, LLC
UNCHANGED3,7813,78100%$365.2K$366.3K+$1.1K2026-10-14
Central Bank & Trust Co
UNCHANGED3,7493,74900%$362.1K$363.2K+$1.1K2026-10-09
Lakeshore Financial Planning, Inc.
NEW3,745—+3,745——$362.8K—2026-10-13
Roberts Wealth Advisors, LLC
UNCHANGED3,7313,73100%$360.4K$361.5K+$1.1K2026-10-14
Urban Wealth Management, LLC
UNCHANGED3,7303,73000%$360.2K$361.4K+$1.1K2026-10-21
Uncommon Cents Investing Inc
UNCHANGED3,7223,72200%$359.5K$360.6K+$1.1K2026-10-20
WealthBridge Capital Management, LLC
INCREASED3,7072,527+1,180+47%$244.1K$359.1K+$115.1K2026-10-16
Fortress Financial Group, LLC
DECREASED3,6993,743-44-1%$361.5K$358.3K-$3.1K2026-10-21
Financial Council, LLC
UNCHANGED3,6833,68300%$355.7K$356.8K+$1.1K2026-11-02
Cornerstone Wealth Group, LLC
INCREASED3,6792,120+1,559+74%$204.7K$356.4K+$151.7K2026-11-02
Sage Investment Advisers LLC
UNCHANGED3,6673,66700%$354.2K$355.3K+$1.1K2026-10-21
EnRich Financial Partners LLC
INCREASED3,6553,583+72+2%$346.0K$354.1K+$8.1K2026-10-21
United Community Bank
DECREASED3,6536,508-2,855-44%$628.5K$353.9K-$274.6K2026-10-28
Avid Wealth Partners LLC
INCREASED3,6423,294+348+11%$318.1K$352.8K+$34.7K2026-11-03
Chapman Financial Group, LLC
UNCHANGED3,6383,63800%$351.4K$352.5K+$1.1K2026-10-26
M.E. Allison & Co., Inc.
INCREASED3,6363,608+28+1%$348.4K$352.2K+$3.8K2026-10-09
Personal CFO Solutions, LLC
NEW3,617—+3,617——$350.4K—2026-11-06
Security Financial Services, Inc.
NEW3,615—+3,615——$350.2K—2026-10-29
Visionary Horizons, LLC
INCREASED3,6083,438+170+5%$332.1K$349.6K+$17.5K2026-10-22
Kraft, Davis & Associates, LLC
INCREASED3,6043,535+69+2%$339.5K$346.1K+$6.6K2026-10-21
Key Client Fiduciary Advisors, LLC
UNCHANGED3,5923,59200%$346.9K$348.0K+$1.1K2026-10-19
Absolute Capital Management, LLC
DECREASED3,5863,649-63-2%$352.5K$347.5K-$5.0K2026-10-16
Financial Planning Hawaii, Inc.
UNCHANGED3,5553,55500%$343.3K$344.4K+$1.1K2026-10-13
Advisortrust Partners, LLC
INCREASED3,5493,546+3+0%$342.5K$343.8K+$1.4K2026-11-02
Gerber, LLC
INCREASED3,5363,426+110+3%$330.9K$342.6K+$11.7K2026-10-21
Arlington Trust Co LLC
INCREASED3,5252,931+594+20%$283.1K$341.5K+$58.4K2026-10-20
Guerra PAN Advisors, LLC
INCREASED3,5233,368+155+5%$325.3K$338.1K+$12.8K2026-10-26
Arlington Financial Advisors, LLC
INCREASED3,5003,463+37+1%$334.5K$339.1K+$4.6K2026-10-19
Client 1ST Advisory Group, LLC
DECREASED3,4954,044-549-14%$390.6K$338.6K-$52.0K2026-10-19
Avail Investment Partners, LLC
DECREASED3,4923,547-55-2%$342.5K$338.3K-$4.3K2026-10-16
Carmel Capital Partners, LLC
UNCHANGED3,4853,48500%$336.6K$337.6K+$1.0K2026-11-03
Diversified Portfolios, Inc.
INCREASED3,4723,086+386+13%$298.0K$336.4K+$38.3K2026-11-04
Camden National Bank
DECREASED3,4703,496-26-1%$337.6K$336.2K-$1.5K2026-11-02
B.O.S.S. Retirement Advisors, LLC
INCREASED3,4652,838+627+22%$274.1K$335.7K+$61.6K2026-10-26
Warren Street Wealth Advisors, LLC
UNCHANGED3,4443,44400%$332.6K$333.7K+$1.0K2026-11-04
SFG Wealth Management, Llc.
DECREASED3,4293,469-40-1%$335.1K$332.2K-$2.8K2026-10-23
Culbertson A N & Co Inc
UNCHANGED3,4113,41100%$329.4K$330.5K+$1.0K2026-10-21
Grey Ledge Advisors, LLC
INCREASED3,4073,213+194+6%$310.4K$330.0K+$19.7K2026-11-02
National Wealth Management Group, LLC
INCREASED3,4033,287+116+4%$317.4K$329.7K+$12.2K2026-10-26
Heritage Wealth Management, Inc. s
DECREASED3,3993,426-27-1%$330.9K$329.3K-$1.6K2026-11-06
Sharkey, Howes & Javer
INCREASED3,3862,817+569+20%$272.1K$328.0K+$56.0K2026-10-22
Formidable Asset Management, LLC
INCREASED3,3833,382+1+0%$306.2K$326.8K+$20.6K2026-11-03
Gradient Investments LLC
NEW3,381—+3,381——$327.6K—2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED3,3803,443-63-2%$332.5K$327.5K-$5.1K2026-10-19
Capital Investment Counsel, Inc
INCREASED3,3623,107+255+8%$300.1K$325.7K+$25.6K2026-10-20
Islay Capital Management, LLC
DECREASED3,35932,342-28,983-90%$3.1M$325.4K-$2.8M2026-10-20
Pinnacle Financial Group, LLC / IL
UNCHANGED3,3503,35000%$323.5K$324.5K+$1.0K2026-10-29
Alpha Omega Wealth Management LLC
NEW3,340—+3,340——$323.6K—2026-10-23
Acorn Wealth Advisors, LLC
NEW3,335—+3,335——$323.1K—2026-10-19
DKM Wealth Management, Inc.
UNCHANGED3,3263,32600%$321.2K$322.2K+$9972026-10-09
Nicholas Wealth, Llc.
DECREASED3,3193,380-61-2%$326.4K$321.6K-$4.9K2026-10-26
Keenan, LLC
DECREASED3,3144,957-1,643-33%$478.7K$321.1K-$157.7K2026-10-23
Summit Global Investments
DECREASED3,3023,908-606-16%$377.0K$320-$376.7K2026-10-28
Quantum Financial Advisors, LLC
UNCHANGED3,2863,28600%$317.4K$318.3K+$9862026-11-03
Bulwark Capital Corp
UNCHANGED3,2753,27500%$316.3K$317.3K+$9822026-10-13
Intergy Private Wealth, LLC
UNCHANGED3,2723,27200%$316.0K$317.0K+$9812026-10-16
Third View Private Wealth, LLC
NEW3,254—+3,254——$315.2K—2026-10-30
Maple Capital Management, Inc.
INCREASED3,2533,244+9+0%$313.3K$315.2K+$1.8K2026-11-02
Woodmont Investment Counsel LLC
NEW3,247—+3,247——$314.6K—2026-10-29
Gill Capital Partners, LLC
INCREASED3,2351,703+1,532+90%$164.5K$313.4K+$148.9K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED3,2333,23300%$312.2K$313.2K+$9702026-10-05
Covestor Ltd
INCREASED3,2283,052+176+6%$295.0K$313-$294.7K2026-10-30
Integris Wealth Management, LLC
INCREASED3,2182,857+361+13%$275.9K$311.8K+$35.8K2026-10-14
Livet Wealth, LLC
UNCHANGED3,2183,21800%$310.8K$311.8K+$9652026-10-27
Greenup Street Wealth Management LLC
INCREASED3,2132,434+779+32%$235.0K$311.3K+$76.3K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED3,1933,401-208-6%$328.5K$309.3K-$19.1K2026-10-26
Maryland Capital Advisors Inc.
DECREASED3,1913,661-470-13%$353.6K$309.1K-$44.4K2026-10-15
Baron Financial Group, LLC
DECREASED3,1913,231-40-1%$312.1K$309.1K-$2.9K2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED3,1873,091+96+3%$298.5K$308.8K+$10.2K2026-10-19
Hardin Capital Partners, LLC
DECREASED3,1833,207-24-1%$310.0K$308.4K-$1.7K2026-10-09
Correct Capital Wealth Management
UNCHANGED3,1803,18000%$307.1K$308.1K+$9542026-11-02
Delta Wealth Advisors LLC
DECREASED3,1793,628-449-12%$350.4K$308.0K-$42.4K2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED3,1583,15800%$305.0K$305.9K+$9472026-10-16
Farnam Financial LLC
NEW3,149—+3,149——$303.9K—2026-10-21
Stockman Wealth Management, Inc.
INCREASED3,1422,561+581+23%$247.3K$304.4K+$57.1K2026-10-27
Eclectic Associates Inc
DECREASED3,1413,283-142-4%$317.1K$304.3K-$12.8K2026-10-09
Avant Financial Advisors LLC
UNCHANGED3,1373,13700%$303.0K$303.9K+$9412026-11-02
Somerset Trust Co
UNCHANGED3,1273,12700%$302.0K$302.9K+$9382026-10-13
Nemes Rush Group LLC
UNCHANGED3,1183,11800%$301.2K$302.1K+$9352026-11-04
Austin Asset Management Co Inc
UNCHANGED3,1173,11700%$301.1K$302.0K+$9352026-10-29
Peddock Capital Advisors, LLC
NEW3,114—+3,114——$301.7K—2026-10-16
Fiduciary Financial Group, LLC
INCREASED3,0993,098+1+0%$299.2K$300.2K+$1.0K2026-10-13
JB Capital LLC
INCREASED3,0952,677+418+16%$258.5K$299.8K+$41.3K2026-10-19
S.A. Mason LLC
UNCHANGED3,0953,09500%$298.9K$299.8K+$9292026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,09117,296-14,205-82%$1.7M$299.5K-$1.4M2026-10-14
Edgemoor Investment Advisors, Inc.
UNCHANGED3,0883,08800%$298.2K$299.2K+$9262026-11-03
Zullo Investment Group, Inc.
DECREASED3,0423,082-40-1%$297.7K$294.8K-$3.0K2026-10-20
FWG Investments, Llc.
INCREASED3,0243,022+2+0%$291.9K$293.0K+$1.1K2026-11-03
Rayburn West Financial Services LLC
UNCHANGED3,0243,02400%$292.1K$293.0K+$9072026-11-03
Acorn Financial Advisory Services Inc
INCREASED3,0222,222+800+36%$214.6K$292.8K+$78.2K2026-11-02
Vision Capital Management, Inc.
DECREASED3,0153,133-118-4%$302.6K$292.1K-$10.5K2026-10-20
Insight Wealth Strategies, LLC
UNCHANGED3,0153,01500%$289.7K$292.1K+$2.4K2026-10-09
American National Bank & Trust
INCREASED3,0062,876+130+5%$277.8K$291.2K+$13.5K2026-10-07
Amarillo National Bank
DECREASED3,0046,632-3,628-55%$640.5K$291.0K-$349.5K2026-10-23
626 Financial, LLC
UNCHANGED2,9982,99800%$289.5K$290.4K+$8992026-11-04
KOM Wealth Management Group, LLC
DECREASED2,9802,998-18-1%$289.5K$288.7K-$8802026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED2,9732,962+11+0%$286.1K$288.0K+$2.0K2026-11-05
Opal Wealth Advisors, LLC
UNCHANGED2,9712,97100%$286.9K$287.8K+$8922026-10-16
Hendershot Investments Inc.
NEW2,963—+2,963——$287.1K—2026-11-05
Insight Advisors, LLC/ PA
INCREASED2,9542,740+214+8%$264.6K$286.2K+$21.6K2026-10-22
Milestone Asset Management, LLC
DECREASED2,9523,428-476-14%$331.2K$286.0K-$45.1K2026-10-15
LexAurum Advisors, LLC
INCREASED2,9302,755+175+6%$266.1K$283.9K+$17.8K2026-10-19
LEE Danner & Bass Inc
UNCHANGED2,9052,90500%$280.6K$281.4K+$8712026-10-27
Teamwork Financial Advisors, LLC
NEW2,904—+2,904——$281.3K—2026-10-19
Elevation Wealth Management LLC
DECREASED2,8995,992-3,093-52%$578.7K$280.9K-$297.9K2026-11-02
Baring Financial LLC
UNCHANGED2,8902,89000%$279.1K$280.0K+$8672026-10-07
Baker Avenue Asset Management, LP
INCREASED2,8882,397+491+20%$231.5K$279.8K+$48.3K2026-11-06
Washington Trust Bank
INCREASED2,8822,694+188+7%$260.2K$279.2K+$19.0K2026-11-03
Align Financial, LLC
UNCHANGED2,8662,86600%$276.8K$277.7K+$8602026-10-16
Michels Family Financial, LLC
UNCHANGED2,8652,86500%$276.7K$277.5K+$8602026-11-02
Christensen, King & Associates Investment Services, Inc.
DECREASED2,8642,900-36-1%$280.0K$277.5K-$2.6K2026-10-22
Pacifica Partners Inc.
UNCHANGED2,8642,86400%$278.7K$274.8K-$3.9K2026-10-09
Wealth Forward, LLC
UNCHANGED2,8262,82600%$272.9K$273.8K+$8482026-10-14
Polaris Financial Partners
NEW2,824—+2,824——$275—2026-10-02
Altus Wealth Group LLC
INCREASED2,8192,699+120+4%$260.7K$273.1K+$12.4K2026-10-20
Bradley & Co. Private Wealth Management, LLC
INCREASED2,8171,617+1,200+74%$156.2K$272.9K+$116.7K2026-10-23
Atlas Brown,Inc.
INCREASED2,8082,778+30+1%$268.3K$272.0K+$3.7K2026-10-09
Verus Wealth Management, LLC
UNCHANGED2,7922,79200%$269.6K$270.5K+$8382026-10-13
Breachway Investments LLC
UNCHANGED2,7912,79100%$269.6K$270.4K+$8372026-10-19
Hibernia Wealth Partners, LLC
NEW2,777—+2,777——$269.1K—2026-10-29
Upper Left Wealth Management, LLC
UNCHANGED2,7702,77000%$267.5K$268.4K+$8312026-10-14
City Center Advisors, LLC
NEW2,763—+2,763——$267.7K—2026-10-08
Pflug Koory, LLC
UNCHANGED2,7302,73000%$263.7K$264.5K+$8192026-10-26
Berkshire Money Management, Inc.
NEW2,726—+2,726——$264.1K—2026-10-21
Cherrydale Wealth Management, LLC
UNCHANGED2,7162,71600%$262.3K$263.1K+$8152026-10-20
KRM Wealth Management L.L.C.
UNCHANGED2,7102,71000%$261.8K$262.6K+$8132026-11-02
Hoge Financial Services, LLC
DECREASED2,6843,154-470-15%$304.6K$260.0K-$44.6K2026-11-05
Poinciana Advisors Group, LLC
UNCHANGED2,6782,67800%$258.6K$259.4K+$8042026-11-06
MKT Advisors LLC
DECREASED2,6753,345-670-20%$324.5K$256.5K-$68.0K2026-10-20
Avalon Capital Management
INCREASED2,6652,465+200+8%$238.1K$258.2K+$20.1K2026-11-04
Norris Perne & French LLP
UNCHANGED2,6602,66000%$256.9K$257.7K+$7982026-10-23
Sound Income Strategies, LLC
DECREASED2,6546,908-4,254-62%$667.2K$254.4K-$412.8K2026-10-09
Sterling Investment Counsel, LLC
DECREASED2,6392,722-83-3%$262.9K$255.7K-$7.2K2026-10-19
Willis Investment Counsel
UNCHANGED2,6342,63400%$254.4K$255.2K+$7902026-10-20
Mascoma Wealth Management LLC
UNCHANGED2,6322,63200%$254.2K$255.0K+$7902026-10-23
J.P. Marvel Investment Advisors, LLC
INCREASED2,6302,130+500+23%$205.7K$254.8K+$49.1K2026-11-02
Annex Advisory Services, LLC
INCREASED2,6272,083+544+26%$201.2K$254.5K+$53.3K2026-10-16
Platform Technology Partners
DECREASED2,6193,106-487-16%$300.0K$253.7K-$46.3K2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED2,6162,61600%$252.7K$253.4K+$7852026-10-23
Colonial River Investments, LLC
NEW2,604—+2,604——$252.3K—2026-10-19
American Capital Advisory, LLC
DECREASED2,5802,617-37-1%$252.8K$250.0K-$2.8K2026-10-28
Olio Financial Planning
NEW2,556—+2,556——$247.6K—2026-10-22
SeedSafe Financial LLC
UNCHANGED2,5492,54900%$246.2K$246.9K+$7652026-11-02
MY Wealth Management Inc.
UNCHANGED2,5412,54100%$245.4K$246.2K+$7622026-10-21
ShoreHaven Wealth Partners, LLC
UNCHANGED2,5302,53000%$244.4K$245.1K+$7592026-10-16
Sincerus Advisory, LLC
INCREASED2,5272,373+154+6%$229.2K$244.8K+$15.6K2026-10-09
Financial Management Network Inc
INCREASED2,5002,498+2+0%$240.4K$242.5K+$2.1K2026-10-09
Tiller Private Wealth, Inc.
UNCHANGED2,4852,48500%$240.0K$240.7K+$7452026-10-26
Bouvel Investment Partners, LLC
UNCHANGED2,4642,46400%$238.0K$238.7K+$7392026-10-13
Piscataqua Savings Bank
INCREASED2,4522,202+250+11%$212.7K$237.5K+$24.9K2026-10-21
Clearstead Trust, LLC
INCREASED2,4382,361+77+3%$228.0K$236.2K+$8.2K2026-11-06
EdgeRock Capital LLC
NEW2,437—+2,437——$236.1K—2026-11-03
Arbor Wealth Advisors LLC
UNCHANGED2,4272,42700%$234.4K$235.1K+$7282026-10-09
Retiremitten Financial LLC
DECREASED2,4232,823-400-14%$272.6K$234.2K-$38.4K2026-11-05
Onyx Financial Advisors, LLC
NEW2,419—+2,419——$234.4K—2026-10-21
Flagstone Financial Management
UNCHANGED2,4182,41800%$233.5K$234.3K+$7252026-11-05
Commonwealth Financial Services, LLC
DECREASED2,4122,506-94-4%$242.0K$233.7K-$8.3K2026-10-20
Arsenal Capital Advisors LLC
UNCHANGED2,4032,40300%$232.1K$232.8K+$7212026-11-02
Latitude Advisors, LLC
DECREASED2,3992,872-473-16%$277.4K$232.4K-$45.0K2026-10-27
Transcendent Capital Group LLC
DECREASED2,3972,412-15-1%$233.0K$232.2K-$8262026-10-28
Sfam, LLC
INCREASED2,3931,845+548+30%$178.2K$231.8K+$53.6K2026-11-03
Brindle & Bay Financial Advisors, LLC
INCREASED2,3852,249+136+6%$217.2K$231.0K+$13.9K2026-10-15
Inlight Wealth Management, LLC
UNCHANGED2,3832,38300%$230.2K$230.9K+$7152026-10-21
Calamos Advisors LLC
UNCHANGED2,3732,37300%$229.2K$229.9K+$7122026-11-02
Richardson Capital Management LLC
UNCHANGED2,3382,33800%$225.8K$226.5K+$7022026-10-23
Donor Advised Charitable Giving, Inc.
NEW2,333—+2,333——$226.0K—2026-10-28
Allen Capital Group, LLC
NEW2,331—+2,331——$225.8K—2026-10-27
Pillar Financial Advisors, LLC
INCREASED2,3291,086+1,243+114%$104.9K$225.6K+$120.7K2026-10-21
Blue Capital, Inc.
NEW2,322—+2,322——$225.0K—2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED2,3192,31900%$223.9K$224.6K+$6962026-11-03
Ashford Advisors, LLC
UNCHANGED2,3152,31500%$223.6K$224.3K+$6942026-11-02
Legacy Solutions, LLC
UNCHANGED2,3132,31300%$223.4K$224.1K+$6942026-10-07
Guardian Partners Inc.
UNCHANGED2,3102,31000%$223.1K$223.8K+$6932026-10-21
Grandview Asset Management LLC
NEW2,295—+2,295——$222.3K—2026-10-19
KFG Wealth Management, LLC
DECREASED2,2772,423-146-6%$234.0K$220.6K-$13.4K2026-10-16
LifeGoal Investments, LLC
UNCHANGED2,2702,27000%$219.2K$219.9K+$6812026-10-09
Shotwell Rutter Baer Inc
DECREASED2,2632,399-136-6%$231.7K$219.2K-$12.5K2026-10-14
Abner Herrman & Brock LLC
DECREASED2,2402,315-75-3%$224$217-$72026-10-20
CogentBlue Wealth Advisors, LLC
DECREASED2,2232,553-330-13%$246.6K$215.4K-$31.2K2026-10-09
Traphagen Investment Advisors LLC
INCREASED2,2232,169+54+2%$209.5K$215.4K+$5.9K2026-10-14
E&G Advisors, LLC
UNCHANGED2,2182,21800%$214.2K$214.9K+$6662026-10-13
Armstrong Advisory Group, Inc
UNCHANGED2,2012,20100%$212.6K$213.2K+$6602026-10-09
Cynosure Group, LLC
DECREASED2,1952,196-10%$212.1K$212.7K+$6582026-11-03
BOS Asset Management, LLC
UNCHANGED2,1912,19100%$211.6K$212.3K+$6572026-10-09
Financial Partners Group, Inc
NEW2,188—+2,188——$212.0K—2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED2,1882,591-403-16%$250.2K$212.0K-$38.3K2026-10-20
Freedom Day Solutions, LLC
UNCHANGED2,1872,18700%$211.2K$211.8K+$6562026-10-20
Pekin Hardy Strauss, Inc.
UNCHANGED2,1652,16500%$209.1K$209.7K+$6492026-11-02
Total Investment Management Inc
NEW2,149—+2,149——$208.2K—2026-10-22
Lavelle Capital LP
DECREASED2,1392,211-72-3%$213.5K$207.2K-$6.3K2026-11-03
Valtinson Bruner Financial Planning LLC
UNCHANGED2,1332,13300%$206.0K$206.6K+$6402026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,1192,11900%$204.7K$205.3K+$6362026-10-15
Factor Wealth Management LTD
UNCHANGED2,1162,11600%$204.4K$205.0K+$6352026-10-08
Shakespeare Wealth Management, LLC
NEW2,109—+2,109——$204.3K—2026-10-28
Entrewealth, LLC
NEW2,106—+2,106——$204.1K—2026-10-14
POM Investment Strategies, LLC
DECREASED2,1023,017-915-30%$291.4K$203.7K-$87.7K2026-10-20
Tenon Financial LLC
UNCHANGED2,0962,09600%$202.5K$203.1K+$6292026-10-14
Bensler, LLC
DECREASED2,0872,245-158-7%$216.8K$202.2K-$14.6K2026-11-05
Laurel Wealth Planning LLC
UNCHANGED2,0812,08100%$201.0K$201.6K+$6252026-11-02
1900 Wealth Management LLC
DECREASED2,0702,246-176-8%$216.9K$200.5K-$16.4K2026-10-13
Emprise Bank
NEW2,069—+2,069——$200.4K—2026-10-07
Approach Retirement Advisors, LLC
NEW2,069—+2,069——$200.4K—2026-10-22
Prosperity Planning, Inc.
DECREASED2,0642,074-100%$200.4K$200.0K-$3462026-10-09
Gen-Wealth Partners Inc
UNCHANGED2,0212,02100%$195.2K$195.8K+$6062026-11-04
Private Wealth Management Group, LLC
UNCHANGED1,9441,94400%$187.8K$188.3K+$5832026-10-19
Insight Inv LLC
UNCHANGED1,8831,88300%$181.9K$182.4K+$5652026-10-27
Planning Strategies Inc.
INCREASED1,8711,617+254+16%$156.2K$181.3K+$25.1K2026-10-02
Bfsg, LLC
DECREASED1,8041,814-10-1%$175.2K$174.8K-$4252026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED1,7981,682+116+7%$162.4K$174.2K+$11.8K2026-10-29
Marquette Asset Management, LLC
INCREASED1,790846+944+112%$81.7K$173.4K+$91.7K2026-10-09
DecisionPoint Financial, LLC
DECREASED1,7151,737-22-1%$166.9K$164.6K-$2.3K2026-10-27
First Bancorp, Inc
UNCHANGED1,7141,71400%$165.5K$166.1K+$5142026-10-26
Bank of New Hampshire
UNCHANGED1,6901,69000%$163.2K$163.7K+$5072026-10-06
Tsfg, LLC
DECREASED1,68130,396-28,715-94%$2.9M$163-$2.9M2026-10-23
McCarley & Cook Financial Planners
INCREASED1,6641,580+84+5%$152.6K$161.2K+$8.6K2026-10-21
Salomon & Ludwin, LLC
INCREASED1,6631,297+366+28%$124.6K$161.1K+$36.5K2026-10-29
Trust Co of Toledo NA
INCREASED1,635855+780+91%$82.6K$158.4K+$75.8K2026-10-16
LFA - Lugano Financial Advisors SA
UNCHANGED1,6281,62800%$157.2K$157.7K+$4892026-11-03
IMG Wealth Management, Inc.
DECREASED1,6231,652-29-2%$159.6K$157.2K-$2.3K2026-10-27
Oakworth Capital, Inc.
UNCHANGED1,6091,60900%$155.1K$155.9K+$8062026-10-26
SJS Investment Consulting Inc.
UNCHANGED1,6031,60300%$154.8K$155.3K+$4812026-10-26
Dhjj Financial Advisors, Ltd.
DECREASED1,5711,611-40-2%$155.6K$152.2K-$3.4K2026-10-23
Evolution Wealth Management Inc.
DECREASED1,5603,121-1,561-50%$301.4K$151.1K-$150.3K2026-10-28
United Financial Planning Group LLC
UNCHANGED1,5551,55500%$150.2K$150.6K+$4662026-11-04
Holos Integrated Wealth LLC
INCREASED1,5201,294+226+17%$125.5K$145.9K+$20.3K2026-10-23
Triumph Capital Management
INCREASED1,5101,475+35+2%$142.4K$146.3K+$3.8K2026-10-14
Concord Wealth Partners
UNCHANGED1,5051,50500%$145.4K$145.8K+$4512026-11-02
Silver Grove Financial Group, Inc.
INCREASED1,4991,149+350+30%$111.0K$145.2K+$34.3K2026-11-05
Canton Hathaway, LLC
UNCHANGED1,4981,49800%$144.7K$145.1K+$4492026-10-23
CGC Financial Services, LLC
UNCHANGED1,4981,49800%$144.7K$145.1K+$4492026-10-13
Compass Wealth Management LLC
NEW1,477—+1,477——$143.1K—2026-10-22
Kingdom Financial Group Llc.
INCREASED1,469866+603+70%$83.7K$142.3K+$58.7K2026-11-04
Mcdonald Partners LLC
UNCHANGED1,4341,43400%$138.5K$138.9K+$4302026-11-03
First Pacific Financial
UNCHANGED1,3871,38700%$134.0K$134.4K+$4172026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED1,3831,38300%$133.6K$134.0K+$4152026-10-23
Tradewinds Capital Management, LLC
UNCHANGED1,3471,34700%$130.1K$130.5K+$4042026-10-23
James T. Borello RIA
INCREASED1,3031,246+57+5%$120.3K$126.2K+$5.9K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED1,2921,29200%$124.8K$125.2K+$3882026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED1,2845,039-3,755-75%$445.0K$73.1K-$372.0K2026-11-04
First Community Trust NA
DECREASED1,2741,354-80-6%$130.8K$123.4K-$7.3K2026-10-07
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2671,26700%$122.3K$122.7K+$3802026-10-13
Hanson & Doremus Investment Management
DECREASED1,1511,254-103-8%$121.0K$112-$120.9K2026-10-16
Balance Wealth Partners LLC
NEW1,144—+1,144——$110.8K—2026-10-27
Stone House Investment Management, LLC
DECREASED1,1121,124-12-1%$108.5K$107.7K-$8252026-10-23
Your Advocates Ltd., LLP
DECREASED1,1092,124-1,015-48%$205.1K$107.4K-$97.7K2026-11-03
SRH Advisors, LLC
UNCHANGED1,1021,10200%$106.4K$106.8K+$3312026-10-22
Investors Research Corp
INCREASED1,0991,098+1+0%$106.0K$106.5K+$4262026-10-07
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,0051,00500%$97.1K$97.4K+$3012026-10-27
Cape Investment Advisory, Inc.
INCREASED971338+633+187%$32.7K$94.1K+$61.4K2026-10-13
Newton One Investments LLC
UNCHANGED96196100%$92.8K$93.1K+$2882026-10-14
Markowski Investments
UNCHANGED93693600%$90.4K$90.7K+$2812026-10-30
Thompson Investment Management, Inc.
UNCHANGED93093000%$89.8K$90.1K+$2792026-10-14
Roxbury Financial LLC
INCREASED918883+35+4%$85.2K$88.9K+$3.7K2026-10-01
Mainstream Capital Management LLC
NEW917—+917——$88.8K—2026-10-23
Pioneer Family Office, LLC
UNCHANGED90690600%$87.5K$87.8K+$2722026-10-30
Moisand Fitzgerald Tamayo, LLC
DECREASED865967-102-11%$93.4K$83.8K-$9.6K2026-10-15
First Premier Bank
UNCHANGED86486400%$83$84+$12026-10-13
Essential Partners LLC
UNCHANGED84384300%$81.4K$81.7K+$2532026-10-14
Bell Investment Advisors, Inc
INCREASED842168+674+401%$16.2K$81.6K+$65.3K2026-10-29
PFS Partners, LLC
UNCHANGED84284200%$81.3K$81.6K+$2522026-10-21
Atwood & Palmer Inc
UNCHANGED81281200%$78.4K$78.7K+$2442026-10-08
Fiduciary Advisors, Inc.
UNCHANGED80780700%$77.9K$78.2K+$2422026-10-16
High Note Wealth, LLC
UNCHANGED79179100%$76.4K$76.6K+$2372026-10-27
Toth Financial Advisory Corp
INCREASED788615+173+28%$59.4K$76.3K+$16.9K2026-10-08
Pathway Financial Advisers, LLC
NEW753—+753——$73.0K—2026-10-27
MTM Investment Management, LLC
UNCHANGED75275200%$72.6K$72.9K+$2262026-10-30
DeDora Capital, Inc.
NEW751—+751——$72.8K—2026-10-26
Redwood Park Advisors LLC
INCREASED751705+46+7%$68.1K$72.8K+$4.7K2026-11-02
Rydar Equities, Inc.
NEW735—+735——$70.7K—2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW726—+726——$70.3K—2026-10-14
John Boyer, Inc.
NEW710—+710——$68.8K—2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED70570500%$68.1K$68.3K+$2122026-10-23
Chung Wu Investment Group, LLC
UNCHANGED70070000%$67.6K$67.8K+$2102026-11-03
Sunrise Financial Services, LLC
UNCHANGED66666600%$64.3K$64.5K+$2002026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED66466400%$64.1K$64.3K+$1992026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED65665600%$63.3K$63.5K+$1972026-11-02
Reyes Financial Architecture, Inc.
UNCHANGED56856800%$54.9K$55.0K+$1712026-10-22
Kimelman & Baird, LLC
UNCHANGED54254200%$52.3K$52.5K+$1622026-11-03
Foresight Capital Management Advisors, Inc.
NEW540—+540——$52.3K—2026-10-27
City State Bank
DECREASED5303,330-2,800-84%$321.6K$51.3K-$270.3K2026-10-20
SBK Financial, Inc.
UNCHANGED52952900%$51.1K$51.3K+$1592026-11-02
Breakwater Investment Management
UNCHANGED51951900%$50.1K$50.3K+$1552026-10-20
Vima LLC
UNCHANGED50850800%$49.1K$49.2K+$1522026-10-23
Pension & Wealth Management Advisors, Inc.
NEW500—+500——$48.4K—2026-10-16
Carolina Wealth Advisors, LLC
NEW495—+495——$48.0K—2026-10-23
Compass Financial Management LLC
DECREASED495889-394-44%$86.0K$48.0K-$38.1K2026-10-30
Hoese & Co LLP
UNCHANGED49349300%$47.6K$47.8K+$1482026-10-21
Smallwood Wealth Investment Management, LLC
INCREASED480477+3+1%$46.1K$46.5K+$4342026-10-30
Creative Capital Management Investments LLC
UNCHANGED41341300%$39.9K$40.0K+$1232026-10-28
Global Trust Asset Management, LLC
UNCHANGED40040000%$38.6K$38.8K+$1202026-10-19
Main Street Group, LTD
UNCHANGED37737700%$36.4K$36.5K+$1132026-10-28
Tounjian Advisory Partners, LLC
UNCHANGED36836800%$35.5K$35.6K+$1102026-11-04
Goodman Advisory Group, LLC
NEW353—+353——$34.2K—2026-11-02
MB, Levis & Associates, LLC
UNCHANGED35235200%$34.0K$34.1K+$1062026-10-16
Blume Capital Management, Inc.
UNCHANGED35035000%$33.8K$33.9K+$1052026-10-26
Hughes Financial Services, LLC
INCREASED338195+143+73%$18.8K$32.9K+$14.0K2026-10-30
Nova Financial LLC
NEW336—+336——$32.5K—2026-11-04
Meriwether Wealth & Planning, LLC
NEW332—+332——$32.2K—2026-10-13
Horizons Wealth Management
NEW331—+331——$32.1K—2026-10-05
Financial Network Wealth Advisors LLC
NEW329—+329——$31.9K—2026-10-28
Pacific Center for Financial Services
UNCHANGED31431400%$30.3K$30.4K+$942026-10-15
Wilkerson Advisory Group LLC
DECREASED312608-296-49%$58.8K$30.2K-$28.6K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED307216+91+42%$20.9K$29.7K+$8.9K2026-11-02
Godsey & Gibb, Inc
INCREASED30545+260+578%$4.3K$29.5K+$25.2K2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED29629600%$28.6K$28.7K+$882026-10-27
Lloyd Advisory Services, Llc.
DECREASED274299-25-8%$28.9K$26.5K-$2.3K2026-11-02
Networth Advisors, LLC
INCREASED268226+42+19%$21.8K$25.9K+$4.1K2026-11-03
RMG Wealth Management LLC
NEW256—+256——$24.6K—2026-10-26
Morling Financial Advisors, LLC
UNCHANGED24924900%$24.0K$24.1K+$752026-10-28
Kozak & Associates, Inc.
DECREASED239248-9-4%$23.8K$23.1K-$7002026-10-29
Quaker Wealth Management, LLC
UNCHANGED23823800%$23.0K$23.1K+$712026-10-22
Ares Financial Consulting, LLC
UNCHANGED22922900%$22.1K$22.2K+$692026-10-19
Duncker Streett & Co Inc
UNCHANGED21821800%$21.1K$21.1K+$662026-10-27
Horizon Financial Services, LLC
NEW214—+214——$20.7K—2026-11-04
Friedenthal Financial
NEW212—+212——$20.5K—2026-10-27
Bullock Wealth Management Group
UNCHANGED20820800%$20.0K$20.0K-$272026-10-09
Valley National Advisers Inc
UNCHANGED20720700%$20.0K$20.1K+$622026-10-23
Burk Holdings LLC
DECREASED202214-12-6%$20.7K$19.6K-$1.1K2026-11-05
Bank & Trust Co
UNCHANGED18818800%$18.2K$18.2K+$562026-10-07
Tower View Wealth Management LLC
UNCHANGED18618600%$18.0K$18.1K+$562026-10-23
Axiom Investment Management LLC
NEW181—+181——$17.5K—2026-11-03
Beacon Financial Strategies Corp
NEW180—+180——$17.4K—2026-10-14
Birch Financial Group, LLC
NEW164—+164——$15.9K—2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED16116100%$15.5K$15.6K+$492026-10-28
Davis Capital Management
UNCHANGED15415400%$14.9K$14.9K+$472026-10-08
DiNuzzo Private Wealth, Inc.
NEW151—+151——$14.6K—2026-10-16
NorthAvenue LLC
DECREASED151153-2-1%$14.8K$14.6K-$1482026-10-29
Paladin Partners, LLC
UNCHANGED15015000%$14.5K$14.5K+$452026-10-06
Nfsg Corp
INCREASED14128+113+404%$2.7K$13.7K+$11.0K2026-10-15
Burkett Financial Services, LLC
NEW140—+140——$13.6K—2026-10-01
Southern Michigan Bank & Trust
UNCHANGED13513500%$13.0K$13.1K+$412026-10-19
Sellwood Investment Partners LLC
UNCHANGED12912900%$12.5K$12.5K+$392026-11-03
Valued Wealth Advisors LLC
UNCHANGED12912900%$12.5K$12.5K+$392026-11-05
Arcadia Investment Advisors LLC
DECREASED121197-76-39%$19.0K$11.7K-$7.3K2026-10-13
Hilltop National Bank
UNCHANGED10810800%$10.4K$10.5K+$322026-10-14
Belvedere Trading LLC
NEW106—+106——$10.3K—2026-11-05
Adirondack Trust Co
UNCHANGED10510500%$10.1K$10.2K+$322026-10-14
Birchbrook, Inc.
DECREASED103105-2-2%$10.1K$10.0K-$1622026-10-14
Prudent Man Investment Management, Inc.
UNCHANGED999900%$8.9K$9.6K+$7352026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED888800%$8.5K$8.5K+$262026-10-07
Mowery & Schoenfeld Wealth Management, LLC
NEW77—+77——$7.5K—2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED727200%$7.0K$7.0K+$212026-11-04
Chilton Capital Management LLC
UNCHANGED696900%$6.7K$6.7K+$202026-10-28
Costello Asset Management, Inc
INCREASED6813+55+423%$1.3K$6.6K+$5.3K2026-10-30
Eukles Asset Management
NEW66—+66——$6.4K—2026-11-04
Team Financial Group, LLC
NEW57—+57——$5.5K—2026-10-30
Fairscale Capital, LLC
UNCHANGED484800%$4.6K$4.6K-$132026-11-04
Gleason Group, Inc.
NEW46—+46——$4.5K—2026-10-15
Go Invest LLC
INCREASED4644+2+5%$4.3K$4.4K+$1552026-10-09
Entrust Financial LLC
NEW33—+33——$3.2K—2026-11-04
RHL Group, LLC
NEW30—+30——$2.9K—2026-11-04
Three Bridge Wealth Advisors, LLC
NEW29—+29——$2.8K—2026-11-05
Blueline Advisors LLC
UNCHANGED292900%$2.8K$2.8K+$92026-10-15
Navigoe, LLC
UNCHANGED262600%$2$2$02026-11-04
Spurstone Advisory Services, LLC
DECREASED2430-6-20%$2.9K$2.3K-$5792026-11-02
William Mack & Associates, Inc.
NEW23—+23——$2.2K—2026-10-27
Mosley Wealth Management
UNCHANGED121200%$1.2K$1.2K$02026-10-16
Clark Wealth Partners
UNCHANGED8800%$773$776+$32026-10-19
Lodestone Wealth Management LLC
UNCHANGED2200%$219$219$02026-10-14
Scarborough Advisors, LLC
CLOSED0171,563-171,563-100%$16.8M$0-$16.8M2026-10-16
Summit Rock Advisors, LP
CLOSED0165,763-165,763-100%$16.0M$0-$16.0M2026-10-15
Conning Inc.
CLOSED0118,845-118,845-100%$11.5M$0-$11.5M2026-10-27
Jefferies Financial Group Inc.
CLOSED040,746-40,746-100%$3.9M$0-$3.9M2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED028,617-28,617-100%$2.8M$0-$2.8M2026-10-27
PCG Asset Management, LLC
CLOSED014,562-14,562-100%$1.4M$0-$1.4M2026-11-05
Providence First Trust Co
CLOSED07,681-7,681-100%$741.8K$0-$741.8K2026-11-02
Sunesis Advisors, LLC
CLOSED05,601-5,601-100%$540.9K$0-$540.9K2026-10-26
Capstone Wealth Management Group, LLC
CLOSED04,051-4,051-100%$391.3K$0-$391.3K2026-11-05
Argent Capital Management LLC
CLOSED02,933-2,933-100%$283.3K$0-$283.3K2026-10-05
Provident Wealth Management, LLC
CLOSED02,928-2,928-100%$282.8K$0-$282.8K2026-10-20
BridgePort Financial Solutions, LLC
CLOSED02,904-2,904-100%$280.5K$0-$280.5K2026-11-02
KMG Fiduciary Partners, LLC
CLOSED02,890-2,890-100%$279.1K$0-$279.1K2026-10-14
MBM Wealth Consultants, LLC
CLOSED02,830-2,830-100%$273.3K$0-$273.3K2026-10-20
Foundation Wealth Management, LLC
CLOSED02,730-2,730-100%$263.7K$0-$263.7K2026-10-22
Flagship Private Wealth, LLC
CLOSED02,432-2,432-100%$234.9K$0-$234.9K2026-11-05
World Equity Group, Inc.
CLOSED02,398-2,398-100%$231.6K$0-$231.6K2026-10-14
apricus wealth, LLC
CLOSED02,374-2,374-100%$229.3K$0-$229.3K2026-10-26
New Harbor Financial Group, LLC
CLOSED02,312-2,312-100%$223.3K$0-$223.3K2026-10-22
Sterling Wealth Management, Inc.
CLOSED02,289-2,289-100%$221.1K$0-$221.1K2026-10-23
WoodTrust Financial Corp
CLOSED02,286-2,286-100%$220.0K$0-$220.0K2026-10-09
Tilia Fiduciary Partners, Inc.
CLOSED02,229-2,229-100%$215.3K$0-$215.3K2026-10-09
Onyx Bridge Wealth Group LLC
CLOSED02,194-2,194-100%$211.9K$0-$211.9K2026-10-16
Obsidian CIO, LLC
CLOSED01,714-1,714-100%$165.5K$0-$165.5K2026-11-05
Tucker Asset Management LLC
CLOSED01,232-1,232-100%$119.0K$0-$119.0K2026-10-29
GFS Advisors, LLC
CLOSED01,150-1,150-100%$312.9K$0-$312.9K2026-11-03
Trifecta Capital Advisors, LLC
CLOSED0625-625-100%$60.4K$0-$60.4K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED0412-412-100%$39.8K$0-$39.8K2026-10-29
Cornerstone Planning Group LLC
CLOSED0359-359-100%$34.8K$0-$34.8K2026-10-16
Robinswood Financial LLC
CLOSED0296-296-100%$28.6K$0-$28.6K2026-10-20
LifeSteps Financial, Inc.
CLOSED0290-290-100%$28.0K$0-$28.0K2026-10-15
Midwest Capital Advisors, LLC
CLOSED0235-235-100%$22.7K$0-$22.7K2026-11-04
True Wealth Design, LLC
CLOSED070-70-100%$6.8K$0-$6.8K2026-10-13
Wagner Wealth Management, LLC
CLOSED067-67-100%$6.5K$0-$6.5K2026-10-21
Milestone Investment Advisors LLC
CLOSED050-50-100%$4.8K$0-$4.8K2026-11-05
Sawyer & Company, Inc
CLOSED040-40-100%$3.9K$0-$3.9K2026-10-21
Mountain Hill Investment Partners Corp.
CLOSED038-38-100%$3.7K$0-$3.7K2026-10-23
Arvest Investments, Inc.
CLOSED027-27-100%$2.6K$0-$2.6K2026-10-21
Peachtree Investment Partners, LLC
CLOSED025-25-100%$2.4K$0-$2.4K2026-11-05
Simplex Trading, LLC
CLOSED05-5-100%$482$0-$4822026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$659.4K$778.8K+$119.4K2026-10-29
Bank of America Corp
N/A—204,783,528-204,783,528-100%$19.8B———
Jones Financial Companies Lllp
N/A—113,501,860-113,501,860-100%$10.8B———
Morgan Stanley
N/A—106,642,553-106,642,553-100%$10.3B———
Wells Fargo & Company
N/A—90,734,083-90,734,083-100%$8.8B———
UBS Group AG
N/A—69,612,813-69,612,813-100%$6.7B———
Envestnet Asset Management Inc
N/A—49,145,813-49,145,813-100%$4.7B———
LPL Financial LLC
N/A—47,763,542-47,763,542-100%$4.6B———
Raymond James Financial Inc
N/A—46,049,336-46,049,336-100%$4.4B———
Northwestern Mutual Wealth Management Co
N/A—37,299,272-37,299,272-100%$3.6B———
BlackRock, Inc.
N/A—34,237,509-34,237,509-100%$3.3B———
FMR LLC
N/A—29,875,730-29,875,730-100%$2.9B———
Tiaa Wealth Investment Management LLC
N/A—27,083,395-27,083,395-100%$2.6B———
Goldman Sachs Group Inc
N/A—20,668,695-20,668,695-100%$2.0B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,810,756-19,810,756-100%$1.9B———
JPMorgan Chase & Co
N/A—19,301,863-19,301,863-100%$1.9B———
Ameriprise Financial Inc
N/A—15,014,350-15,014,350-100%$1.5B———
M&T Bank Corp
N/A—14,058,378-14,058,378-100%$1.4B———
Bank of Montreal
N/A—12,139,091-12,139,091-100%$1.2B———
Cerity Partners LLC
N/A—11,603,700-11,603,700-100%$1.1B———
Cetera Investment Advisers
N/A—11,556,893-11,556,893-100%$1.1B———
Brown Brothers Harriman & Co
N/A—10,822,791-10,822,791-100%$1.0B———
Stifel Financial Corp
N/A—10,588,773-10,588,773-100%$1.0B———
Mariner, LLC
N/A—10,178,869-10,178,869-100%$983.0M———
Royal Bank of Canada
N/A—9,263,997-9,263,997-100%$894.7M———
Betterment LLC
N/A—8,955,018-8,955,018-100%$864.9M———
UBS Asset Management Americas LLC
N/A—8,835,463-8,835,463-100%$853.3M———
Alliancebernstein L.P.
N/A—6,923,111-6,923,111-100%$626.7M———
Ballentine Partners, LLC
N/A—6,772,847-6,772,847-100%$654.1M———
Prudential Financial Inc
N/A—6,473,398-6,473,398-100%$625.2M———
Baird Financial Group, Inc.
N/A—6,442,419-6,442,419-100%$622.2M———
Dynasty Wealth Management, LLC
N/A—6,325,648-6,325,648-100%$610.9M———
HighTower Advisors, LLC
N/A—6,144,370-6,144,370-100%$593.4M———
Cresset Asset Management, LLC
N/A—5,786,155-5,786,155-100%$558.8M———
Franklin Resources Inc
N/A—5,687,902-5,687,902-100%$549.3M———
Pathstone Holdings, LLC
N/A—5,376,316-5,376,316-100%$519.2M———
United Capital Financial Advisors, LLC
N/A—5,029,440-5,029,440-100%$485.9M———
Pure Financial Advisors, LLC
N/A—4,856,323-4,856,323-100%$469.0M———
Flputnam Investment Management Co
N/A—4,815,001-4,815,001-100%$465.0M———
MML Investors Services, LLC
N/A—4,635,301-4,635,301-100%$447.7M———
Fiduciary Trust Co
N/A—4,567,544-4,567,544-100%$441.1M———
Mercer Global Advisors Inc
N/A—4,450,490-4,450,490-100%$429.8M———
Jane Street Group, LLC
N/A—4,140,505-4,140,505-100%$399.9M———
Hirtle & Co., LLC
N/A—4,008,471-4,008,471-100%$387.1M———
Members Trust Co
N/A—3,899,413-3,899,413-100%$376.6M———
RiverFront Investment Group, LLC
N/A—3,762,914-3,762,914-100%$363.4M———
SEI Investments Co
N/A—3,612,061-3,612,061-100%$348.9M———
Heritage Wealth Advisors
N/A—3,543,932-3,543,932-100%$342.3M———
&partners
N/A—3,429,402-3,429,402-100%$331.3M———
Rockefeller Capital Management L.P.
N/A—3,141,044-3,141,044-100%$303.4M———
Envestnet Portfolio Solutions, Inc.
N/A—3,139,054-3,139,054-100%$303.2M———
Haverford Trust Co
N/A—3,097,076-3,097,076-100%$299.1M———
Hantz Financial Services, Inc.
N/A—3,052,220-3,052,220-100%$294.8M———
Natixis Advisors, LLC
N/A—3,010,806-3,010,806-100%$290.8M———
Moneta Group Investment Advisors LLC
N/A—2,910,642-2,910,642-100%$281.1M———
Focus Partners Wealth
N/A—2,870,324-2,870,324-100%$277.2M———
Quotient Wealth Partners, LLC
N/A—2,650,160-2,650,160-100%$256.0M———
MAI Capital Management
N/A—2,521,994-2,521,994-100%$243.6M———
Johnson Financial Group, Inc.
N/A—2,500,607-2,500,607-100%$241.5M———
Passaic Partners LLC
N/A—2,378,304-2,378,304-100%$229.7M———
Osaic Holdings, Inc.
N/A—2,316,888-2,316,888-100%$223.8M———
Janney Montgomery Scott LLC
N/A—2,293,303-2,293,303-100%$221.5M———
Northern Trust Corp
N/A—2,291,497-2,291,497-100%$221.3M———
Schroder Investment Management Group
N/A—2,250,640-2,250,640-100%$216.8M———
Neuberger Berman Group LLC
N/A—2,197,743-2,197,743-100%$212.3M———
Nomura Asset Management International Inc.
N/A—2,163,492-2,163,492-100%$209.0M———
Nuveen, LLC
N/A—2,118,811-2,118,811-100%$204.6M———
Wellington Management Group LLP
N/A—2,077,341-2,077,341-100%$200.6M———
UNC Management Company, Inc.
N/A—2,037,480-2,037,480-100%$196.8M———
Investure, LLC
N/A—1,956,850-1,956,850-100%$189.0M———
Bartlett & Co. Wealth Management LLC
N/A—1,886,270-1,886,270-100%$182.2M———
National Philanthropic Trust
N/A—1,740,104-1,740,104-100%$168.1M———
SCS Capital Management LLC
N/A—1,707,890-1,707,890-100%$164.9M———
Wellspring Financial Advisors, LLC
N/A—1,695,488-1,695,488-100%$100.0M———
Meeder Advisory Services, Inc.
N/A—1,660,460-1,660,460-100%$160.4M———
Equitable Holdings, Inc.
N/A—1,551,330-1,551,330-100%$149.1M———
Tiaa Trust, National Association
N/A—1,524,207-1,524,207-100%$147.2M———
Sanctuary Advisors, LLC
N/A—1,520,243-1,520,243-100%$146.8M———
Steward Partners Investment Advisory, LLC
N/A—1,496,403-1,496,403-100%$144.5M———
AE Wealth Management LLC
N/A—1,486,643-1,486,643-100%$143.6M———
Alesco Advisors, LLC, An ESL Co
N/A—1,452,417-1,452,417-100%$140.3M———
Wealthquest Corp
N/A—1,419,270-1,419,270-100%$137.1M———
NewEdge Advisors, LLC
N/A—1,394,259-1,394,259-100%$134.7M———
Captrust Financial Advisors
N/A—1,392,936-1,392,936-100%$134.5M———
UMB Bank, n.a.
N/A—1,383,831-1,383,831-100%$133.7M———
Capital Analysts, LLC
N/A—1,343,998-1,343,998-100%$129.8M———
Curi Capital, LLC
N/A—1,293,588-1,293,588-100%$124.9M———
Gotham Asset Management, LLC
N/A—1,288,308-1,288,308-100%$124.4M———
Alaska Permanent Capital Management, LLC
N/A—1,226,501-1,226,501-100%$118.5M———
Charles Schwab Investment Management Inc
N/A—1,224,963-1,224,963-100%$118.3M———
First Foundation Advisors
N/A—1,189,720-1,189,720-100%$114.9M———
Arkos Global Advisors
N/A—1,164,620-1,164,620-100%$112.5M———
Composition Wealth, LLC
N/A—1,153,599-1,153,599-100%$111.4M———
Dixon Mitchell Investment Counsel Inc.
N/A—1,112,546-1,112,546-100%$107.4M———
Brown Advisory Inc
N/A—1,104,661-1,104,661-100%$106.7M———
Axiom Investors LLC
N/A—1,103,300-1,103,300-100%$106.6M———
HSBC Holdings PLC
N/A—1,086,941-1,086,941-100%$105.0M———
Callan Family Office, LLC
N/A—1,086,316-1,086,316-100%$104.9M———
Truepoint, Inc.
N/A—1,070,948-1,070,948-100%$103.4M———
Twin Focus Capital Partners, LLC
N/A—1,045,647-1,045,647-100%$101.0M———
Diversified Trust Co
N/A—1,031,811-1,031,811-100%$99.7M———
Rehmann Capital Advisory Group
N/A—1,027,001-1,027,001-100%$99.2M———
Legacy Edge Advisors, LLC
N/A—1,026,913-1,026,913-100%$99.2M———
Makena Capital Management LLC
N/A—1,017,877-1,017,877-100%$98.3M———
Beacon Pointe Advisors, LLC
N/A—987,420-987,420-100%$95.4M———
Partners Capital Investment Group, LLP
N/A—966,288-966,288-100%$93.3M———
Strategic Investment Advisors / MI
N/A—954,688-954,688-100%$92.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—939,479-939,479-100%$90.7M———
Planning Project LLC
N/A—914,240-914,240-100%$91.6M———
Cambridge Associates LLC
N/A—909,003-909,003-100%$87.8M———
Flow Traders U.S. LLC
N/A—886,469-886,469-100%$85.6M———
Wealthspire Advisors, LLC
N/A—831,014-831,014-100%$80.3M———
Disciplina Capital Management LLC
N/A—814,315-814,315-100%$78.6M———
Acadian Asset Management LLC
N/A—811,548-811,548-100%$78.4M———
Blair William & Co
N/A—806,820-806,820-100%$77.9M———
Venturi Wealth Management, LLC
N/A—789,088-789,088-100%$76.2M———
Bluespring Wealth Management, LLC
N/A—784,267-784,267-100%$75.7M———
OneDigital Investment Advisors LLC
N/A—753,813-753,813-100%$72.8M———
Private Wealth Asset Management, LLC
N/A—752,944-752,944-100%$73.0M———
Bleakley Financial Group, LLC
N/A—739,588-739,588-100%$71.4M———
Intrust Bank NA
N/A—737,294-737,294-100%$71.2M———
Rockbridge Investment Management, LCC
N/A—729,313-729,313-100%$70.4M———
Condor Capital Management
N/A—707,313-707,313-100%$68.3M———
AQR Capital Management LLC
N/A—692,556-692,556-100%$66.9M———
Jordan Park Group LLC
N/A—686,229-686,229-100%$66.3M———
Crewe Advisors LLC
N/A—660,188-660,188-100%$63.8M———
Waddell & Associates, LLC
N/A—654,514-654,514-100%$63.2M———
Great Lakes Advisors, LLC
N/A—650,061-650,061-100%$62.8M———
Northwest Quadrant Wealth Management, LLC
N/A—649,061-649,061-100%$62.7M———
Cape COD Five Cents Savings Bank
N/A—638,057-638,057-100%$61.6M———
Mason Street Advisors, LLC
N/A—634,753-634,753-100%$61.3M———
Orion Porfolio Solutions, LLC
N/A—623,045-623,045-100%$60.2M———
Lbmc Investment Advisors, LLC
N/A—622,624-622,624-100%$60.1M———
New England Asset Management Inc
N/A—609,070-609,070-100%$58.8M———
Whittier Trust Co of Nevada Inc
N/A—596,260-596,260-100%$57.8M———
Manufacturers Life Insurance Company, the
N/A—587,914-587,914-100%$56.8M———
Principal Securities, Inc.
N/A—575,931-575,931-100%$55.6M———
Whittier Trust Co
N/A—571,060-571,060-100%$56.1M———
Commerce Bank
N/A—555,218-555,218-100%$53.6M———
Bank of Hawaii
N/A—545,285-545,285-100%$52.7M———
Summit Financial, LLC
N/A—543,437-543,437-100%$52.5M———
Wescott Financial Advisory Group, LLC
N/A—541,423-541,423-100%$52.3M———
Integrated Wealth Concepts LLC
N/A—541,003-541,003-100%$52.3M———
Alaska Wealth Advisors, LLC
N/A—540,299-540,299-100%$52.2M———
BOK Financial Private Wealth, Inc.
N/A—539,455-539,455-100%$52.1M———
SVB Wealth LLC
N/A—535,683-535,683-100%$51.7M———
Smartleaf Asset Management LLC
N/A—530,623-530,623-100%$51.1M———
Kintra Wealth, LLC
N/A—527,521-527,521-100%$53.4M———
Coldstream Capital Management Inc
N/A—504,846-504,846-100%$48.8M———
Octavia Wealth Advisors, LLC
N/A—495,563-495,563-100%$47.9M———
1832 Asset Management L.P.
N/A—480,723-480,723-100%$46.4M———
Hancock Whitney Corp
N/A—473,780-473,780-100%$45.8M———
CBM Financial, LLC
N/A—465,364-465,364-100%$44.8M———
CI Investments Inc.
N/A—455,855-455,855-100%$44.0M———
Fort Point Capital Partners LLC
N/A—450,986-450,986-100%$43.6M———
Waverly Advisors, LLC
N/A—444,851-444,851-100%$43.0M———
Buffalo Business & Estate Services LTD
N/A—432,600-432,600-100%$41.8M———
Global Retirement Partners, LLC
N/A—419,080-419,080-100%$40.5M———
Vestmark Advisory Solutions, Inc.
N/A—418,281-418,281-100%$40.4M———
Scotia Capital Inc.
N/A—413,668-413,668-100%$40.0M———
Private Advisor Group, LLC
N/A—399,230-399,230-100%$38.6M———
Stratos Wealth Partners, Ltd.
N/A—397,503-397,503-100%$38.4M———
Pinnacle Financial Partners, Inc.
N/A—391,221-391,221-100%$37.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—388,888-388,888-100%$37.6M———
Geneos Wealth Management Inc.
N/A—382,333-382,333-100%$36.9M———
Purpose Unlimited Inc.
N/A—379,053-379,053-100%$36.6M———
CFO4Life Group, LLC
N/A—375,853-375,853-100%$36.3M———
O'shaughnessy Asset Management, LLC
N/A—374,427-374,427-100%$36.2M———
Urban Financial Advisory Corp
N/A—362,733-362,733-100%$35.0M———
NewEdge Wealth, LLC
N/A—362,466-362,466-100%$35.0M———
Portland Global Advisors LLC
N/A—358,502-358,502-100%$34.6M———
Financial Engines Advisors L.L.C.
N/A—357,035-357,035-100%$34.5M———
World Investment Advisors
N/A—348,586-348,586-100%$31.8M———
Ancora Advisors LLCA
N/A—345,301-345,301-100%$33.3M———
MTC Wealth Management LLC
N/A—342,326-342,326-100%$33.1M———
American Century Companies Inc
N/A—338,800-338,800-100%$32.7M———
Empowered Funds, LLC
N/A—329,152-329,152-100%$31.8M———
Sovereign Investment Advisors, LLC
N/A—326,439-326,439-100%$31.5M———
Conrad N. Hilton Foundation
N/A—320,986-320,986-100%$31.0M———
Peapack Gladstone Financial Corp
N/A—318,832-318,832-100%$30.8M———
Rptc Inc.
N/A—315,891-315,891-100%$30.5M———
National Bank of Canada
N/A—301,186-301,186-100%$29.1M———
Strategies Wealth Advisors, LLC
N/A—289,181-289,181-100%$27.9M———
Quantinno Capital Management LP
N/A—287,236-287,236-100%$27.7M———
Northwest & Ethical Investments L.P.
N/A—284,870-284,870-100%$27.5M———
CIBC Bancorp USA Inc.
N/A—282,264-282,264-100%$26.9M———
RWA Wealth Partners, LLC
N/A—280,240-280,240-100%$27.1M———
Nicolet Bankshares Inc
N/A—278,220-278,220-100%$26.9M———
Pine Ridge Advisers LLC
N/A—275,902-275,902-100%$26.6M———
EP Wealth Advisors, LLC
N/A—273,400-273,400-100%$26.4M———
Rialto Wealth Management, LLC
N/A—272,923-272,923-100%$26.4M———
IFG Advisory, LLC
N/A—267,138-267,138-100%$25.8M———
10Elms LLP
N/A—265,471-265,471-100%$25.6M———
IEQ Capital, LLC
N/A—261,365-261,365-100%$25.2M———
Broadview Financial Management, LLC
N/A—260,496-260,496-100%$25.2M———
Becker Capital Management Inc
N/A—259,662-259,662-100%$25.1M———
Arrowstreet Capital, Limited Partnership
N/A—258,902-258,902-100%$25.0M———
One Capital Management, LLC
N/A—258,802-258,802-100%$23.4M———
Gallagher Fiduciary Advisors, LLC
N/A—257,232-257,232-100%$24.8M———
Money Concepts Capital Corp
N/A—257,120-257,120-100%$24.8M———
Lazard Asset Management LLC
N/A—255,537-255,537-100%$24.7M———
Lcnb Corp
N/A—255,285-255,285-100%$24.7M———
Nepc LLC
N/A—253,188-253,188-100%$24.5M———
WCG Wealth Advisors LLC
N/A—252,989-252,989-100%$24.4M———
First Manhattan Co. Llc.
N/A—251,762-251,762-100%$24.3M———
Arax Advisory Partners
N/A—251,175-251,175-100%$24.3M———
Astra Wealth Partners LLC
N/A—248,365-248,365-100%$24.0M———
Texas Yale Capital Corp.
N/A—240,154-240,154-100%$23.2M———
Rogco, LP
N/A—239,379-239,379-100%$23.1M———
Marble Wealth, LLC
N/A—239,304-239,304-100%$23.1M———
Gladstone Institutional Advisory LLC
N/A—230,889-230,889-100%$22.3M———
Toronto Dominion Bank
N/A—230,525-230,525-100%$22.3M———
Webster Bank, N. A.
N/A—229,801-229,801-100%$22.2M———
Petix & Botte Co
N/A—227,404-227,404-100%$22.0M———
Caprock Group, LLC
N/A—227,073-227,073-100%$21.9M———
Conservest Capital Advisors, Inc.
N/A—227,051-227,051-100%$21.9M———
Shelter Ins Retirement Plan
N/A—224,262-224,262-100%$21.7M———
First National Bank & Trust Co of Newtown
N/A—216,320-216,320-100%$21.3M———
Argent Advisors, Inc.
N/A—216,088-216,088-100%$20.9M———
Coastal Bridge Advisors, LLC
N/A—215,453-215,453-100%$20.8M———
Core Wealth Advisors, Inc.
N/A—214,314-214,314-100%$20.7M———
Integrated Investment Consultants, LLC
N/A—209,546-209,546-100%$19.5M———
Morris Financial Concepts, Inc.
N/A—204,757-204,757-100%$19.8M———
Alongside, LLC
N/A—201,170-201,170-100%$19.4M———
49 Wealth Management, LLC
N/A—201,170-201,170-100%$19.4M———
Glenmede Trust Co NA
N/A—199,760-199,760-100%$19.3M———
Consolidated Portfolio Review Corp
N/A—199,247-199,247-100%$19.2M———
Wick Capital Partners, LLC
N/A—198,294-198,294-100%$22.4M———
Advisory Services Network, LLC
N/A—196,392-196,392-100%$19.0M———
Manhattan West Asset Management, LLC
N/A—194,285-194,285-100%$18.8M———
Federation des caisses Desjardins du Quebec
N/A—193,128-193,128-100%$18.7M———
Lowe Brockenbrough & Co Inc
N/A—191,260-191,260-100%$18.5M———
Atlantic Union Bankshares Corp
N/A—185,323-185,323-100%$17.9M———
Savvy Advisors, Inc.
N/A—183,407-183,407-100%$17.7M———
SageView Advisory Group, LLC
N/A—181,320-181,320-100%$17.5M———
Matrix Private Capital Group LLC
N/A—178,919-178,919-100%$17.3M———
Next Capital Management LLC
N/A—176,061-176,061-100%$17.0M———
Trajan Wealth LLC
N/A—174,236-174,236-100%$16.8M———
Field & Main Bank
N/A—174,078-174,078-100%$16.8M———
Per Stirling Capital Management, Llc.
N/A—173,752-173,752-100%$16.8M———
Main Management LLC
N/A—173,576-173,576-100%$16.8M———
Summit Trail Advisors, LLC
N/A—168,425-168,425-100%$16.3M———
Marquette Associates, Inc.
N/A—167,143-167,143-100%$16.1M———
Aspen Wealth Strategies, LLC
N/A—166,874-166,874-100%$16.1M———
Regal Investment Advisors LLC
N/A—163,424-163,424-100%$15.8M———
First National Bank of Omaha
N/A—162,745-162,745-100%$15.7M———
Sequoia Financial Advisors, LLC
N/A—162,246-162,246-100%$15.7M———
Fidelis Capital Partners, LLC
N/A—162,172-162,172-100%$15.7M———
Strive Financial Group,LLC
N/A—161,444-161,444-100%$15.6M———
Shelter Mutual Insurance Co
N/A—160,575-160,575-100%$15.5M———
South Plains Financial, Inc.
N/A—159,029-159,029-100%$15.4M———
Adaptive Financial Consulting, LLC
N/A—157,965-157,965-100%$15.3M———
Focus Partners Advisor Solutions, LLC
N/A—156,976-156,976-100%$15.2M———
Price T Rowe Associates Inc
N/A—156,553-156,553-100%$15.1M———
SlateStone Wealth, LLC
N/A—154,835-154,835-100%$15.0M———
Piedmont Capital Management, LLC
N/A—150,002-150,002-100%$14.4M———
Beacon Harbor Wealth Advisors, Inc.
N/A—147,399-147,399-100%$14.5M———
Arvest Bank Trust Division
N/A—146,709-146,709-100%$14.2M———
MidFirst Bank
N/A—146,065-146,065-100%$14.1M———
Riverview Trust Co
N/A—146,064-146,064-100%$14.1M———
Zacks Investment Management
N/A—144,749-144,749-100%$14.0M———
Omnia Family Wealth, LLC
N/A—144,092-144,092-100%$13.9M———
Bessemer Group Inc
N/A—143,809-143,809-100%$13.9M———
State Board of Administration of Florida Retirement System
N/A—143,150-143,150-100%$13.8M———
Horizon Investments, LLC
N/A—139,439-139,439-100%$13.5M———
Summit Wealth Partners, LLC
N/A—138,535-138,535-100%$13.4M———
Arkadios Wealth Advisors
N/A—137,384-137,384-100%$13.3M———
Tiemann Investment Advisors, LLC
N/A—130,977-130,977-100%$12.6M———
Providence Capital Advisors, LLC
N/A—130,045-130,045-100%$12.6M———
Cornerstone Advisory, LLC
N/A—129,666-129,666-100%$12.5M———
Atlas Legacy Advisors, LLC
N/A—128,198-128,198-100%$12.4M———
Envision Financial Transparency, LLC
N/A—125,975-125,975-100%$6.5M———
Hardy Reed LLC
N/A—125,821-125,821-100%$12.2M———
Massachusetts Financial Services Co
N/A—124,888-124,888-100%$12.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—123,687-123,687-100%$11.9M———
Prosperity Consulting Group, LLC
N/A—120,406-120,406-100%$11.6M———
Widmann Financial Services, Inc.
N/A—118,732-118,732-100%$11.5M———
ArchPoint Investors
N/A—117,752-117,752-100%$11.4M———
Richard W. Paul & Associates, LLC
N/A—117,424-117,424-100%$11.3M———
BSW Wealth Partners
N/A—114,416-114,416-100%$11.1M———
Continuum Advisory, LLC
N/A—113,726-113,726-100%$11.0M———
Evernest Financial Advisors, LLC
N/A—112,146-112,146-100%$10.8M———
Kingsview Wealth Management, LLC
N/A—112,103-112,103-100%$10.8M———
Snowden Capital Advisors LLC
N/A—111,754-111,754-100%$10.8M———
Park Place Capital Corp
N/A—111,700-111,700-100%$10.8M———
Iconiq Capital, LLC
N/A—111,634-111,634-100%$10.8M———
Permanens Capital L.P.
N/A—111,184-111,184-100%$10.7M———
Modern Wealth Management, LLC
N/A—108,452-108,452-100%$10.5M———
Freestone Capital Holdings, LLC
N/A—108,238-108,238-100%$10.5M———
Silvercrest Asset Management Group LLC
N/A—107,774-107,774-100%$10.4M———
Great Valley Advisor Group, Inc.
N/A—106,041-106,041-100%$10.2M———
Argent Trust Co
N/A—105,122-105,122-100%$10.2M———
QRG Capital Management, Inc.
N/A—103,084-103,084-100%$10.0M———
Novare Capital Management LLC
N/A—101,295-101,295-100%$9.8M———
DRW Securities, LLC
N/A—99,318-99,318-100%$9.6M———
Advocacy Wealth Management, LLC
N/A—97,468-97,468-100%$9.4M———
Bitterroot Capital Advisors LLC
N/A—97,395-97,395-100%$9.4M———
Waterloo Capital, L.P.
N/A—97,062-97,062-100%$9.4M———
Baron Silver Stevens Financial Advisors, LLC
N/A—96,618-96,618-100%$9.3M———
Stokes Family Office, LLC
N/A—95,926-95,926-100%$9.3M———
Custos Family Office, LLC
N/A—95,412-95,412-100%$9.2M———
State of Tennessee, Department of Treasury
N/A—95,294-95,294-100%$9.2M———
Invesco Ltd.
N/A—95,125-95,125-100%$9.2M———
Victory Capital Management Inc
N/A—92,389-92,389-100%$8.9M———
Horizon Bancorp Inc
N/A—90,645-90,645-100%$8.8M———
King Wealth Management Group
N/A—87,962-87,962-100%$8.5M———
Squarepoint Ops LLC
N/A—87,961-87,961-100%$8.5M———
Roundview Capital LLC
N/A—87,862-87,862-100%$8.5M———
Sandy Cove Advisors, LLC
N/A—87,703-87,703-100%$8.5M———
Mayflower Financial Advisors, LLC
N/A—87,684-87,684-100%$8.5M———
Consilio Wealth Advisors, LLC
N/A—87,549-87,549-100%$8.5M———
CIM Investment Management Inc
N/A—86,584-86,584-100%$8.4M———
IHT Wealth Management, LLC
N/A—86,324-86,324-100%$8.3M———
Western Wealth Management, LLC
N/A—86,047-86,047-100%$8.3M———
Nwam LLC
N/A—85,974-85,974-100%$8.3M———
Harbour Investments, Inc.
N/A—85,959-85,959-100%$8.3M———
Jaffetilchin Investment Partners, LLC
N/A—84,822-84,822-100%$8.2M———
Sheridan Capital Management, LLC
N/A—84,727-84,727-100%$8.2M———
Huntington National Bank
N/A—84,174-84,174-100%$8.1M———
Oakwell Private Wealth Management, LLC
N/A—83,474-83,474-100%$8.1M———
EWA, LLC
N/A—82,610-82,610-100%$8.0M———
Daner Wealth Management, LLC
N/A—82,535-82,535-100%$8.4M———
Saiph Capital, LLC
N/A—80,570-80,570-100%$7.8M———
Dorsey & Whitney Trust Co LLC
N/A—79,738-79,738-100%$7.7M———
Sequent Planning LLC
N/A—78,396-78,396-100%$7.6M———
Coral Wealth Management, LLC
N/A—77,562-77,562-100%$7.5M———
Spinnaker Trust
N/A—76,639-76,639-100%$7.4M———
Vista Cima Wealth Management LLC
N/A—75,956-75,956-100%$7.3M———
SouthState Bank Corp
N/A—75,700-75,700-100%$7.3M———
Up Capital Management, Inc.
N/A—75,584-75,584-100%$7.3M———
Two Sigma Securities, LLC
N/A—72,854-72,854-100%$7.0M———
Precision Wealth Strategies, LLC
N/A—72,498-72,498-100%$7.0M———
Madison Asset Management, LLC
N/A—72,252-72,252-100%$7.0M———
Bernard Wealth Management Corp.
N/A—72,162-72,162-100%$7.0M———
Belpointe Asset Management LLC
N/A—71,680-71,680-100%$6.9M———
Headinvest, LLC
N/A—70,583-70,583-100%$6.8M———
Jump Financial, LLC
N/A—70,458-70,458-100%$6.8M———
Stock Yards Bank & Trust Co
N/A—70,084-70,084-100%$6.8M———
Premier Private Wealth Management LLC
N/A—69,250-69,250-100%$6.7M———
Boston Research & Management Inc
N/A—68,567-68,567-100%$6.6M———
Deutsche Bank Ag\
N/A—68,542-68,542-100%$6.6M———
City National Bank of Florida
N/A—68,037-68,037-100%$6.6M———
BCS Private Wealth Management, Inc.
N/A—67,575-67,575-100%$6.5M———
Cary Street Partners Financial LLC
N/A—67,397-67,397-100%$6.5M———
Fiducient Advisors LLC
N/A—67,204-67,204-100%$6.5M———
Brio Consultants, LLC
N/A—66,903-66,903-100%$6.5M———
RiverGlades Family Offices LLC
N/A—66,679-66,679-100%$6.4M———
Westfuller Advisors, LLC
N/A—66,104-66,104-100%$6.4M———
TAGStone Capital, Inc.
N/A—66,072-66,072-100%$6.4M———
Bradley Foster & Sargent Inc
N/A—65,984-65,984-100%$6.4M———
Meramec Financial Planners, LLC
N/A—65,808-65,808-100%$6.4M———
One Degree Advisors Inc
N/A—65,430-65,430-100%$6.3M———
PFG Investments, LLC
N/A—64,828-64,828-100%$6.3M———
Fiduciary Financial Advisors
N/A—63,403-63,403-100%$6.1M———
Howe & Rusling Inc
N/A—63,196-63,196-100%$6.1M———
Seldon Capital LP
N/A—62,425-62,425-100%$6.0M———
Atlanta Consulting Group Advisors, LLC
N/A—62,176-62,176-100%$6.0M———
Greykasell Wealth Strategies, Inc.
N/A—62,109-62,109-100%$6.0M———
Fortis Capital Advisors, LLC
N/A—61,639-61,639-100%$6.0M———
Good Steward Wealth Advisors,LLC
N/A—61,628-61,628-100%$6.0M———
Matters Capital LLC
N/A—61,518-61,518-100%$5.9M———
Gentry Private Wealth, LLC
N/A—60,891-60,891-100%$5.9M———
Fairview Capital Investment Management, LLC
N/A—60,586-60,586-100%$5.9M———
Aptus Capital Advisors, LLC
N/A—59,851-59,851-100%$5.8M———
Fiduciary Group, LLC
N/A—59,784-59,784-100%$5.8M———
Ellevest, Inc.
N/A—59,657-59,657-100%$5.8M———
Parkwoods Wealth Partners, LLC
N/A—59,294-59,294-100%$5.7M———
Rothschild Wealth LLC
N/A—58,920-58,920-100%$5.7M———
Transcend Capital Advisors, LLC
N/A—58,563-58,563-100%$5.7M———
West Family Investments, Inc.
N/A—58,233-58,233-100%$5.6M———
Valmark Advisers, Inc.
N/A—57,902-57,902-100%$5.6M———
Hamilton Wealth, LLC
N/A—55,823-55,823-100%$5.4M———
Gateway Wealth Partners, LLC
N/A—55,676-55,676-100%$5.4M———
Liberty Wealth Management LLC
N/A—55,442-55,442-100%$5.0M———
Cambient Family Office, LLC
N/A—54,839-54,839-100%$5.3M———
CIBC World Market Inc.
N/A—54,421-54,421-100%$5.3M———
GeoWealth Management, LLC
N/A—54,370-54,370-100%$5.3M———
FFT Wealth Management LLC
N/A—54,170-54,170-100%$5.2M———
Allie Family Office LLC
N/A—54,020-54,020-100%$5.2M———
Wealth Alliance, LLC
N/A—53,215-53,215-100%$5.1M———
Trivium Point Advisory, LLC
N/A—52,529-52,529-100%$5.1M———
FAS Wealth Partners, Inc.
N/A—52,194-52,194-100%$5.0M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—51,992-51,992-100%$5.0M———
Okabena Investment Services Inc
N/A—51,262-51,262-100%$5.0M———
LM Advisors LLC
N/A—51,023-51,023-100%$4.9M———
Choate Investment Advisors
N/A—50,878-50,878-100%$4.9M———
Operose Advisors LLC
N/A—50,876-50,876-100%$4.9M———
PCM Encore, LLC
N/A—50,648-50,648-100%$4.9M———
NorthRock Partners, LLC
N/A—50,484-50,484-100%$4.9M———
Legacy Financial Advisors, Inc.
N/A—50,428-50,428-100%$4.9M———
Element Wealth, LLC
N/A—50,196-50,196-100%$4.8M———
Johnson Investment Counsel Inc
N/A—50,073-50,073-100%$4.8M———
Russell Investments Group, Ltd.
N/A—49,407-49,407-100%$4.8M———
Essex Financial Services, Inc.
N/A—49,250-49,250-100%$4.8M———
Inspire Advisors, LLC
N/A—48,437-48,437-100%$4.7M———
Rock Creek Group LLC
N/A—48,089-48,089-100%$4.6M———
Sound View Wealth Advisors Group, LLC
N/A—48,031-48,031-100%$4.6M———
JT Stratford LLC
N/A—47,556-47,556-100%$4.6M———
CVA Family Office, LLC
N/A—47,030-47,030-100%$4.5M———
Schiavi & Co LLC
N/A—46,917-46,917-100%$4.5M———
Leavell Investment Management, Inc.
N/A—46,402-46,402-100%$4.5M———
Hamilton Capital Partners Inc.
N/A—44,806-44,806-100%$4.3M———
Fisher Asset Management, LLC
N/A—44,057-44,057-100%$4.3M———
Pack Private Wealth, LLC
N/A—43,743-43,743-100%$4.2M———
Vanguard National Trust Co
N/A—43,666-43,666-100%$4.2M———
Mutual Advisors, LLC
N/A—43,288-43,288-100%$4.2M———
JPL Wealth Management, LLC
N/A—42,856-42,856-100%$4.1M———
Birchcreek Wealth Management, LLC
N/A—42,388-42,388-100%$4.1M———
Bearing Point Capital, LLC
N/A—41,658-41,658-100%$4.0M———
Bridges Investment Management Inc
N/A—41,416-41,416-100%$4.0M———
Wilshire Advisors LLC
N/A—41,128-41,128-100%$4.0M———
Madison Wealth Partners, Inc
N/A—41,107-41,107-100%$4.0M———
Ameritas Advisory Services, LLC
N/A—40,722-40,722-100%$3.9M———
Sierra Capital LLC
N/A—40,367-40,367-100%$3.9M———
BWM Planning, LLC
N/A—40,320-40,320-100%$3.9M———
CSM Advisors, LLC
N/A—39,626-39,626-100%$3.8M———
Colonial Trust Advisors
N/A—39,608-39,608-100%$3.8M———
Windward Private Wealth Management Inc.
N/A—39,266-39,266-100%$3.8M———
Smith, Moore & Co.
N/A—38,324-38,324-100%$3.7M———
Forefront Wealth Partners, LLC
N/A—38,264-38,264-100%$3.7M———
Panoramic Investment Advisors, LLC
N/A—38,002-38,002-100%$3.7M———
Corsicana & Co.
N/A—37,955-37,955-100%$3.7M———
Storen Legacy Partners, LLC
N/A—37,854-37,854-100%$3.7M———
Shufro Rose & Co LLC
N/A—37,589-37,589-100%$3.6M———
Maimon Wealth Management Ltd.
N/A—37,520-37,520-100%$3.6M———
Invst, LLC
N/A—37,509-37,509-100%$3.6M———
LGL Partners, LLC
N/A—37,497-37,497-100%$3.6M———
Hobbs Group Advisors, LLC
N/A—37,322-37,322-100%$3.6M———
Tobias Financial Advisors, Inc.
N/A—36,735-36,735-100%$3.5M———
Wealthedge Investment Advisors, LLC
N/A—36,723-36,723-100%$3.5M———
Kaleidoscope Capital LP
N/A—36,280-36,280-100%$3.5M———
Empower Advisory Group, LLC
N/A—35,909-35,909-100%$3.5M———
Beacon Bridge Wealth Partners, LLC
N/A—35,613-35,613-100%$3.4M———
Perennial Investment Advisors, LLC
N/A—35,603-35,603-100%$3.4M———
Wealthfront Advisers LLC
N/A—35,580-35,580-100%$3.4M———
Independent Advisor Alliance
N/A—35,169-35,169-100%$3.4M———
Roble, Belko & Company, Inc
N/A—35,130-35,130-100%$3.4M———
Dravo BAY LLC
N/A—33,681-33,681-100%$3.3M———
Stratos Wealth Advisors, LLC
N/A—33,513-33,513-100%$3.2M———
Foundations Investment Advisors, LLC
N/A—33,502-33,502-100%$3.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—32,773-32,773-100%$3.2M———
First Financial Bankshares Inc
N/A—32,419-32,419-100%$3.1M———
Quent Capital, LLC
N/A—32,415-32,415-100%$3.1M———
Stephens Inc
N/A—31,625-31,625-100%$3.1M———
Proficio Capital Partners LLC
N/A—31,580-31,580-100%$3.0M———
Pursuit Wealth Strategies, LLC
N/A—31,478-31,478-100%$3.0M———
Brand Asset Management Group, Inc.
N/A—31,199-31,199-100%$3.0M———
Hollencrest Capital Management
N/A—31,040-31,040-100%$3.0M———
Cornerstone Advisors Asset Management, LLC
N/A—30,957-30,957-100%$3.0M———
Leigh Baldwin & Co., LLC
N/A—30,012-30,012-100%$2.9M———
Vanguard Personalized Indexing Management, LLC
N/A—29,889-29,889-100%$2.9M———
JDM Financial Group LLC
N/A—29,359-29,359-100%$2.8M———
Allworth Financial LP
N/A—29,198-29,198-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—29,185-29,185-100%$2.8M———
Slagle Financial, LLC
N/A—29,153-29,153-100%$2.8M———
Wharton Business Group, LLC
N/A—29,093-29,093-100%$2.8M———
Vanguard Advisers Inc
N/A—28,953-28,953-100%$2.8M———
One Charles Private Wealth Services, LLC
N/A—28,582-28,582-100%$2.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—28,497-28,497-100%$2.8M———
Mayport, LLC
N/A—28,455-28,455-100%$2.7M———
Godshalk Welsh Capital Management, Inc.
N/A—27,845-27,845-100%$2.7M———
Investment Advisory Group, LLC
N/A—27,831-27,831-100%$2.7M———
Burling Wealth Partners, LLC
N/A—27,588-27,588-100%$2.7M———
Compton Financial Group, LLC
N/A—27,333-27,333-100%$2.6M———
Vestcor Inc
N/A—27,294-27,294-100%$2.6M———
Orcam Financial Group
N/A—27,108-27,108-100%$2.6M———
BFC Planning, Inc.
N/A—26,625-26,625-100%$2.6M———
Cascade Financial Partners, LLC
N/A—26,572-26,572-100%$2.6M———
Keystone Financial Group
N/A—26,529-26,529-100%$2.6M———
HighPoint Advisor Group LLC
N/A—26,439-26,439-100%$2.6M———
Zions Bancorporation, National Association
N/A—26,363-26,363-100%$2.5M———
Chilton Investment Co Inc.
N/A—26,245-26,245-100%$2.5M———
HBK Sorce Advisory LLC
N/A—26,170-26,170-100%$2.6M———
Pacific Financial Group Inc
N/A—26,060-26,060-100%$2.5M———
Xcelsior Advisor Partners LLC
N/A—25,990-25,990-100%$2.5M———
Ducere Wealth Management LLC
N/A—25,945-25,945-100%$2.5M———
New Republic Capital, LLC
N/A—25,769-25,769-100%$2.5M———
Aegis Wealth Management LLC
N/A—25,735-25,735-100%$2.5M———
Fiera Capital Corp
N/A—25,681-25,681-100%$2.5M———
NorthCoast Asset Management LLC
N/A—25,610-25,610-100%$2.5M———
Paladin Advisory Group, LLC
N/A—25,481-25,481-100%$2.5M———
Pgim Custom Harvest LLC
N/A—25,424-25,424-100%$2.5M———
Colter Lewis Investment Partners LLC
N/A—25,417-25,417-100%$2.5M———
Arrowroot Family Office, LLC
N/A—25,315-25,315-100%$2.4M———
Strategic Wealth Partners, Ltd.
N/A—25,176-25,176-100%$2.4M———
CreativeOne Wealth, LLC
N/A—24,900-24,900-100%$2.4M———
Inkwell Capital LLC
N/A—24,816-24,816-100%$2.4M———
Heritage Trust Co
N/A—24,713-24,713-100%$2.4M———
GWN Securities Inc.
N/A—24,511-24,511-100%$2.4M———
Star Financial Bank
N/A—24,371-24,371-100%$2.4M———
Trevian Wealth Management LLC
N/A—24,205-24,205-100%$2.3M———
Citadel Advisors LLC
N/A—24,137-24,137-100%$2.3M———
Synergy Investment Management, LLC
N/A—23,939-23,939-100%$2.3M———
Thoroughbred Financial Services, LLC
N/A—23,785-23,785-100%$2.3M———
Knightsbridge Asset Management, LLC
N/A—23,781-23,781-100%$2.1M———
Gilbert & Cook, Inc.
N/A—23,632-23,632-100%$2.3M———
Disciplined Investments, LLC
N/A—23,432-23,432-100%$2.3M———
Highland Investment Advisors LLC
N/A—23,391-23,391-100%$2.3M———
Advisors Capital Management, LLC
N/A—23,291-23,291-100%$2.2M———
MainStreet Investment Advisors LLC
N/A—23,237-23,237-100%$2.2M———
BBR Partners, LLC
N/A—23,229-23,229-100%$2.2M———
1015 Capital Partners, LLC
N/A—23,153-23,153-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—22,813-22,813-100%$2.2M———
Steelhead Wealth Management LLC
N/A—22,588-22,588-100%$2.2M———
Intrepid Financial Planning Group LLC
N/A—22,521-22,521-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—22,515-22,515-100%$2.2M———
Secured Retirement Advisors, LLC
N/A—22,396-22,396-100%$2.2M———
Kovack Advisors, Inc.
N/A—22,193-22,193-100%$2.1M———
Icon Wealth Advisors, LLC
N/A—22,074-22,074-100%$2.1M———
Metis Global Partners, LLC
N/A—21,929-21,929-100%$2.1M———
Evercore Wealth Management, LLC
N/A—21,535-21,535-100%$2.1M———
Wind River Trust Co
N/A—21,203-21,203-100%$2.0M———
Colonial Trust Co / SC
N/A—21,049-21,049-100%$2.0M———
Magnolia Capital Advisors LLC
N/A—20,937-20,937-100%$2.0M———
Fortis Advisors, LLC
N/A—20,854-20,854-100%$2.0M———
Foster & Motley Inc
N/A—20,735-20,735-100%$2.0M———
AlTi Global, Inc.
N/A—20,465-20,465-100%$2.0M———
Stonebrook Private Inc.
N/A—20,389-20,389-100%$2.0M———
JMG Financial Group, Ltd.
N/A—20,369-20,369-100%$2.0M———
Pitcairn Wealth Advisors LLC
N/A—20,126-20,126-100%$1.9M———
HM Payson & Co
N/A—19,926-19,926-100%$1.9M———
Main Street Financial Solutions, LLC
N/A—19,912-19,912-100%$1.9M———
Capital Investment Management, Inc.
N/A—19,710-19,710-100%$1.9M———
Empirical Asset Management, LLC
N/A—19,700-19,700-100%$1.9M———
MA Private Wealth
N/A—19,573-19,573-100%$1.9M———
Cahill Financial Advisors Inc
N/A—19,453-19,453-100%$1.9M———
Fourth Dimension Wealth, LLC
N/A—19,125-19,125-100%$1.8M———
Sovereign Financial Group, Inc.
N/A—18,952-18,952-100%$1.8M———
Vista Capital Partners, Inc.
N/A—18,671-18,671-100%$1.8M———
Wellington-Altus USA Inc.
N/A—18,166-18,166-100%$1.6M———
Astoria Portfolio Advisors Llc.
N/A—18,026-18,026-100%$1.7M———
OneAscent Family Office, LLC
N/A—17,887-17,887-100%$1.7M———
Aureus Asset Management, LLC
N/A—17,603-17,603-100%$1.7M———
Coign Capital Advisors LLC
N/A—17,601-17,601-100%$1.7M———
Transamerica Financial Advisors, LLC
N/A—17,370-17,370-100%$1.7M———
NCM Capital Management, LLC
N/A—17,213-17,213-100%$1.7M———
Northwest Bancshares, Inc.
N/A—16,895-16,895-100%$1.6M———
Beckerman Institutional, LLC
N/A—16,796-16,796-100%$1.6M———
Renaissance Technologies LLC
N/A—16,700-16,700-100%$1.6M———
Oxford Financial Group, Ltd. LLC
N/A—16,432-16,432-100%$1.6M———
Black Cypress Capital Management, LLC
N/A—16,408-16,408-100%$1.6M———
Pallas Capital Advisors LLC
N/A—16,316-16,316-100%$1.6M———
Peak Planning Group, LLC
N/A—16,131-16,131-100%$1.6M———
Benjamin Edwards Inc
N/A—15,992-15,992-100%$1.5M———
Clark Capital Management Group, Inc.
N/A—15,968-15,968-100%$1.5M———
Guardian Wealth Advisors, LLC / NC
N/A—15,918-15,918-100%$1.5M———
Raffa Wealth Management, LLC
N/A—15,696-15,696-100%$1.5M———
Garrison Point Advisors, LLC
N/A—15,648-15,648-100%$1.5M———
IMA Advisory Services, Inc.
N/A—15,596-15,596-100%$1.5M———
Elm Partners Management LLC
N/A—15,497-15,497-100%$1.5M———
Legacy Wealth Managment, LLC
N/A—15,160-15,160-100%$1.5M———
Keel Point, LLC
N/A—15,159-15,159-100%$1.5M———
Sandhill Capital Partners LLC
N/A—15,157-15,157-100%$1.5M———
Westmount Partners, LLC
N/A—15,063-15,063-100%$1.5M———
Capital Group Private Client Services, Inc.
N/A—15,017-15,017-100%$1.5M———
Summit Wealth & Retirement Planning, Inc.
N/A—14,942-14,942-100%$1.4M———
C M Bidwell & Associates LTD
N/A—14,343-14,343-100%$1.4M———
Range Advisory, LLC
N/A—14,225-14,225-100%$1.4M———
Clarendon Private LLC
N/A—14,115-14,115-100%$1.4M———
Prudential PLC
N/A—14,100-14,100-100%$1.4M———
Planning Alternatives LTD
N/A—14,039-14,039-100%$1.4M———
Cambria Investment Management, L.P.
N/A—13,891-13,891-100%$1.3M———
McNamara Financial Services, Inc.
N/A—13,771-13,771-100%$1.3M———
Keebeck Wealth Management
N/A—13,747-13,747-100%$1.3M———
Sankala Group LLC
N/A—13,648-13,648-100%$1.4M———
Vertex Planning Partners, LLC
N/A—13,618-13,618-100%$1.3M———
Moors & Cabot, Inc.
N/A—13,458-13,458-100%$1.3M———
Ibex Wealth Advisors
N/A—13,381-13,381-100%$1.3M———
Gamco Investors, Inc. ET AL
N/A—13,350-13,350-100%$1.3M———
Davis R M Inc
N/A—13,284-13,284-100%$1.3M———
United Bank
N/A—13,173-13,173-100%$1.3M———
Tulsa Wealth Advisors, Inc
N/A—13,115-13,115-100%$1.3M———
NorthStar Asset Management LLC
N/A—13,069-13,069-100%$1.3M———
First American Trust, FSB
N/A—13,011-13,011-100%$1.3M———
GW&K Investment Management, LLC
N/A—12,993-12,993-100%$1.3M———
Ellenbecker Investment Group
N/A—12,960-12,960-100%$1.3M———
Orleans Capital Management Corp
N/A—12,956-12,956-100%$1.3M———
Founders Financial Alliance, LLC
N/A—12,948-12,948-100%$1.3M———
WealthShield Partners, LLC
N/A—12,834-12,834-100%$1.2M———
Pinney & Scofield, Inc.
N/A—12,827-12,827-100%$1.2M———
XTX Topco Ltd
N/A—12,645-12,645-100%$1.2M———
JRM Investment Counsel, LLC
N/A—12,481-12,481-100%$1.2M———
Sharp Wealth Advisory, LLC
N/A—12,444-12,444-100%$1.2M———
Strategic Wealth Advisors LLC
N/A—12,211-12,211-100%$1.1K———
GFI Investment Counsel Ltd.
N/A—12,181-12,181-100%$1.2M———
Graybill Wealth Management, Ltd.
N/A—12,176-12,176-100%$1.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—12,138-12,138-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—12,025-12,025-100%$1.2M———
Centaurus Financial, Inc.
N/A—11,922-11,922-100%$1.2M———
CM Wealth Advisors LLC
N/A—11,921-11,921-100%$1.2M———
Walsh & Associates, LLC
N/A—11,796-11,796-100%$1.1M———
Edgestream Partners, L.P.
N/A—11,774-11,774-100%$1.1M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—11,676-11,676-100%$1.1M———
Freedom Investment Management, Inc.
N/A—11,589-11,589-100%$1.1M———
American Trust
N/A—11,497-11,497-100%$1.1M———
Novus Advisors, LLC
N/A—11,495-11,495-100%$1.1M———
MTM Financial Group, LLC
N/A—11,490-11,490-100%$1.1M———
Access Financial Services, Inc.
N/A—11,403-11,403-100%$1.1M———
SHP Wealth Management
N/A—11,279-11,279-100%$1.1M———
Van Diest Capital, LLC
N/A—11,217-11,217-100%$1.1M———
Wealthgarden F.S. LLC
N/A—10,687-10,687-100%$1.0M———
Donaldson Capital Management, LLC
N/A—10,631-10,631-100%$1.0M———
North Dallas Bank & Trust Co
N/A—10,575-10,575-100%$1.0M———
Migdal Insurance & Financial Holdings Ltd.
N/A—10,570-10,570-100%$1.0M———
Ally Invest Advisors Inc.
N/A—10,397-10,397-100%$1.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,351-10,351-100%$1,000.0K———
Elgethun Capital Management
N/A—10,286-10,286-100%$993.4K———
Talon Private Wealth, LLC
N/A—10,225-10,225-100%$987.5K———
Koss-Olinger Consulting, LLC
N/A—10,220-10,220-100%$987.0K———
Latko Wealth Management, Ltd.
N/A—10,186-10,186-100%$983.8K———
17 Capital Partners, LLC
N/A—10,173-10,173-100%$982.5K———
First Commonwealth Financial Corp
N/A—10,166-10,166-100%$981.8K———
Strategic Financial Services, Inc.
N/A—10,131-10,131-100%$978.4K———
Advyzon Investment Management, LLC
N/A—10,076-10,076-100%$973.1K———
Impact Partnership Wealth, LLC
N/A—10,001-10,001-100%$965.9K———
Kirtland Hills Capital Management, LLC
N/A—9,861-9,861-100%$952.4K———
BlackDiamond Wealth Management, LLC
N/A—9,812-9,812-100%$986.4K———
Legacy Trust
N/A—9,740-9,740-100%$940.7K———
Genesis Financial Group, LLC
N/A—9,655-9,655-100%$932.5K———
Vident Advisory, LLC
N/A—9,568-9,568-100%$924.1K———
West Michigan Advisors, LLC
N/A—9,507-9,507-100%$918.2K———
Hills Bank & Trust Co
N/A—9,441-9,441-100%$911.8K———
Bridgewater Advisors Inc.
N/A—9,431-9,431-100%$930.6K———
BankPlus Trust Department
N/A—9,383-9,383-100%$906.2K———
Lavaca Capital LLC
N/A—9,300-9,300-100%$898.2K———
Simmons Bank
N/A—9,293-9,293-100%$897.5K———
Partners in Financial Planning
N/A—9,267-9,267-100%$895.0K———
Generations Wealth, LLC
N/A—9,030-9,030-100%$872.1K———
DF Dent & Co Inc
N/A—8,923-8,923-100%$861.8K———
Haverford Financial Services, Inc.
N/A—8,900-8,900-100%$859.6K———
TD Capital Management LLC
N/A—8,736-8,736-100%$843.7K———
Drucker Wealth 3.0, LLC
N/A—8,685-8,685-100%$838.7K———
Pine Valley Investments Ltd Liability Co
N/A—8,663-8,663-100%$836.7K———
S Harris Financial Group, LLC
N/A—8,610-8,610-100%$831.6K———
Intentional Wealth Strategies, LLC
N/A—8,546-8,546-100%$825.4K———
Blue Edge Capital, LLC
N/A—8,513-8,513-100%$822.2K———
Cedarwood Wealth LLC
N/A—8,404-8,404-100%$811.7K———
Kelman-Lazarov, Inc.
N/A—8,396-8,396-100%$810.9K———
Glassman Wealth Services
N/A—8,322-8,322-100%$803.7K———
Seven Springs Wealth Group, LLC
N/A—8,295-8,295-100%$801.1K———
Godfrey Financial Associates, Inc.
N/A—8,285-8,285-100%$800.2K———
Sand Hill Global Advisors, LLC
N/A—8,173-8,173-100%$789.4K———
One Wealth Advisors, LLC
N/A—8,140-8,140-100%$786.2K———
1ST Source Bank
N/A—7,833-7,833-100%$756.5K———
Genesis Wealth Advisors, LLC
N/A—7,669-7,669-100%$740.7K———
Millington Financial Advisors, LLC
N/A—7,614-7,614-100%$732.9K———
J.E. Simmons & Co., P.C.
N/A—7,597-7,597-100%$733.8K———
Private Wealth Advisors, LLC
N/A—7,592-7,592-100%$733.2K———
Tidemark, LLC
N/A—7,532-7,532-100%$727.5K———
Resolute Wealth Advisor, Inc.
N/A—7,528-7,528-100%$681.5K———
Stonebridge Capital Advisors LLC
N/A—7,501-7,501-100%$724.4K———
Warther Private Wealth, LLC
N/A—7,500-7,500-100%$724.4K———
Heartland Bank & Trust Co
N/A—7,485-7,485-100%$722.9K———
Mosaic Family Wealth Partners, LLC
N/A—7,467-7,467-100%$721.1K———
Maridea Wealth Management LLC
N/A—7,458-7,458-100%$720.3K———
Bogart Wealth, LLC
N/A—7,356-7,356-100%$710.4K———
Hilltop Holdings Inc.
N/A—7,331-7,331-100%$708.0K———
Whalerock Point Partners, LLC
N/A—7,264-7,264-100%$701.5K———
Calton & Associates, Inc.
N/A—7,221-7,221-100%$697.4K———
Schrum Private Wealth Management LLC
N/A—7,214-7,214-100%$573.2K———
Motco
N/A—7,194-7,194-100%$694.8K———
Spartan Wealth Advisory Services LLC
N/A—7,126-7,126-100%$688.2K———
Clear Investment Research, LLC
N/A—7,101-7,101-100%$685.8K———
German American Bancorp, Inc.
N/A—7,073-7,073-100%$683.1K———
Blue Chip Partners, LLC
N/A—7,024-7,024-100%$678.4K———
FPC Investment Advisory, Inc.
N/A—7,023-7,023-100%$676.0K———
Sfmg, LLC
N/A—6,981-6,981-100%$674.3K———
Fortis Capital Management LLC
N/A—6,954-6,954-100%$671.6K———
Compass Capital Corp
N/A—6,939-6,939-100%$702.2K———
TFO Wealth Partners, LLC
N/A—6,917-6,917-100%$668.0K———
Institute for Wealth Management, Llc.
N/A—6,884-6,884-100%$664.9K———
KEB Asset Management, LLC
N/A—6,876-6,876-100%$664.0K———
Rothschild Investment LLC
N/A—6,872-6,872-100%$663.7K———
PMG Wealth Management, Inc.
N/A—6,831-6,831-100%$659.7K———
Hilltop Wealth Advisors, LLC
N/A—6,829-6,829-100%$659.6K———
Destination Wealth Management
N/A—6,815-6,815-100%$658.2K———
River Wealth Advisors LLC
N/A—6,777-6,777-100%$654.5K———
Keating Financial Advisory Services, Inc.
N/A—6,740-6,740-100%$650.9K———
Alteri Wealth LLC
N/A—6,699-6,699-100%$647.0K———
Aurdan Capital Management, LLC
N/A—6,614-6,614-100%$638.8K———
Golden Road Advisors LLC
N/A—6,590-6,590-100%$636.5K———
Stratos Investment Management, LLC
N/A—6,583-6,583-100%$635.9K———
Patron Partners, LLC
N/A—6,446-6,446-100%$622.6K———
Marble Harbor Investment Counsel, LLC
N/A—6,426-6,426-100%$620.6K———
Advisory Alpha, LLC
N/A—6,412-6,412-100%$619.3K———
Phillips Wealth Planners LLC
N/A—6,390-6,390-100%$619.9K———
Madden Advisory Services, Inc.
N/A—6,390-6,390-100%$617.2K———
Investment Counsel Co of Nevada
N/A—6,377-6,377-100%$615.9K———
Black Swift Group, LLC
N/A—6,350-6,350-100%$613.3K———
Mission Creek Capital Partners, Inc.
N/A—6,240-6,240-100%$602.7K———
Rathbones Group PLC
N/A—6,235-6,235-100%$602.2K———
Dearborn Partners LLC
N/A—6,208-6,208-100%$599.6K———
Chicago Wealth Management, Inc.
N/A—6,192-6,192-100%$598.0K———
Zhang Financial LLC
N/A—6,007-6,007-100%$580.2K———
Bellars Harris Wealth Management, LLC
N/A—5,983-5,983-100%$577.8K———
Berger Financial Group, Inc
N/A—5,976-5,976-100%$577.2K———
Red Door Wealth Management, LLC
N/A—5,904-5,904-100%$570.2K———
Synergy Financial Group, LTD
N/A—5,889-5,889-100%$568.8K———
Summitpoint Capital Management
N/A—5,882-5,882-100%$568.1K———
MJP Associates Inc
N/A—5,865-5,865-100%$566.4K———
Avise Financial Cooperative, Inc.
N/A—5,849-5,849-100%$564.9K———
Peak Retirement Planning, Inc.
N/A—5,848-5,848-100%$564.8K———
Dunhill Financial, LLC
N/A—5,805-5,805-100%$560.6K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,726-5,726-100%$553.0K———
SOA Wealth Advisors, Llc.
N/A—5,710-5,710-100%$551.5K———
Fortune Financial Advisors, LLC
N/A—5,664-5,664-100%$547.0K———
Frisch Financial Group, Inc.
N/A—5,658-5,658-100%$546.4K———
North Star Asset Management Inc
N/A—5,655-5,655-100%$546.2K———
LaSalle St. Investment Advisors, LLC
N/A—5,569-5,569-100%$537.9K———
Bellwether Advisors, LLC
N/A—5,564-5,564-100%$537.4K———
Allium Financial Advisors, LLC
N/A—5,448-5,448-100%$526.2K———
Cofg Advisors, LLC
N/A—5,348-5,348-100%$516.5K———
Navalign, LLC
N/A—5,314-5,314-100%$513.2K———
TPG Financial Advisors, LLC
N/A—5,236-5,236-100%$505.7K———
Kera Capital Partners, Inc.
N/A—5,196-5,196-100%$501.8K———
Spirepoint Private Client, LLC
N/A—5,162-5,162-100%$498.5K———
Satovsky Asset Management LLC
N/A—5,159-5,159-100%$498.3K———
Capasso Planning Partners LLC
N/A—5,149-5,149-100%$497.3K———
Collaborative Capital Advisors LLC
N/A—5,132-5,132-100%$495.6K———
Grand Wealth Management, LLC
N/A—5,124-5,124-100%$494.8K———
Hill Investment Group Partners, LLC
N/A—5,085-5,085-100%$491.1K———
Goldstone Financial Group, LLC
N/A—5,081-5,081-100%$490.7K———
Alta Wealth Advisors LLC
N/A—5,027-5,027-100%$485.5K———
Baldwin Investment Management, LLC
N/A—5,014-5,014-100%$484.3K———
Gould Asset Management LLC
N/A—4,987-4,987-100%$481.6K———
GatePass Capital, LLC
N/A—4,986-4,986-100%$481.6K———
Shared Vision Wealth Group LLC
N/A—4,975-4,975-100%$480.5K———
New World Advisors LLC
N/A—4,948-4,948-100%$477.9K———
Kiley Juergens Wealth Management, LLC
N/A—4,940-4,940-100%$477.1K———
Theory Financial LLC
N/A—4,935-4,935-100%$476.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,842-4,842-100%$467.6K———
Flatrock Wealth Partners LLC
N/A—4,839-4,839-100%$467.3K———
Tidal Investments LLC
N/A—4,775-4,775-100%$461.2K———
Wellington Grp LLC
N/A—4,760-4,760-100%$459.7K———
Seeds Investor LLC
N/A—4,750-4,750-100%$458.8K———
Tolleson Wealth Management, Inc.
N/A—4,720-4,720-100%$455.9K———
Performance Wealth Partners, LLC
N/A—4,696-4,696-100%$453.6K———
Port Capital LLC
N/A—4,685-4,685-100%$452.5K———
Round Rock Advisors LLC
N/A—4,673-4,673-100%$451.3K———
First Trust Advisors LP
N/A—4,669-4,669-100%$451.0K———
Concentrum Wealth Management
N/A—4,636-4,636-100%$447.7K———
Plum Street Advisors, LLC
N/A—4,608-4,608-100%$445.0K———
OneAscent Financial Services LLC
N/A—4,600-4,600-100%$444.3K———
Wulff, Hansen & Co.
N/A—4,585-4,585-100%$442.8K———
PAX Financial Group, LLC
N/A—4,577-4,577-100%$442.0K———
Everstar Asset Management, LLC
N/A—4,571-4,571-100%$441.5K———
Vista Investment Management
N/A—4,569-4,569-100%$441.2K———
Verity Wealth Advisors
N/A—4,539-4,539-100%$438.4K———
Byrne Financial Freedom, LLC
N/A—4,411-4,411-100%$426.1K———
Rowlandmiller & Partners.adv
N/A—4,358-4,358-100%$420.9K———
Copia Wealth Management
N/A—4,344-4,344-100%$419.5K———
Amara Financial, Llc.
N/A—4,337-4,337-100%$418.9K———
FSA Advisors, Inc.
N/A—4,333-4,333-100%$417.9K———
Vantus Wealth LLC
N/A—4,299-4,299-100%$415.2K———
Cape ANN Savings Bank
N/A—4,289-4,289-100%$414.2K———
Bcgm Wealth Management, LLC
N/A—4,258-4,258-100%$411.2K———
White Pine Capital LLC
N/A—4,250-4,250-100%$410.5K———
Frazier Financial Advisors, LLC
N/A—4,245-4,245-100%$410.0K———
Regency Capital Management Inc.\DE
N/A—4,242-4,242-100%$409.7K———
Adventist Health System/ West
N/A—4,237-4,237-100%$409.2K———
Kapstone Financial Advisors LLC
N/A—4,191-4,191-100%$404.8K———
Ballast Advisors LLC
N/A—4,183-4,183-100%$404.0K———
Cornerstone Financial Management LLC
N/A—4,168-4,168-100%$402.5K———
Cvfg LLC
N/A—4,157-4,157-100%$401.5K———
Petra Financial Advisors Inc
N/A—4,155-4,155-100%$401.3K———
Curtis Wealth Management LLC
N/A—4,152-4,152-100%$401.0K———
Medallion Wealth Advisors, LLC
N/A—4,146-4,146-100%$395.9K———
Turim 21 Investimentos Ltda.
N/A—4,123-4,123-100%$398.2K———
Financial Gravity Companies, Inc.
N/A—4,105-4,105-100%$396.5K———
Modus Advisors, LLC
N/A—4,079-4,079-100%$394.0K———
IF Advisors, LLC
N/A—4,065-4,065-100%$392.6K———
Pennington Partners & Co., LLC
N/A—4,064-4,064-100%$392.5K———
ESL Trust Services, LLC
N/A—4,048-4,048-100%$391.0K———
Geometric Wealth Advisors
N/A—3,937-3,937-100%$380.2K———
Barnes Wealth Management Group, Inc
N/A—3,930-3,930-100%$379.6K———
Legacy Financial Group LLC
N/A—3,916-3,916-100%$378.2K———
Bank of Nova Scotia Trust Co
N/A—3,900-3,900-100%$376.7K———
Financial Plan, Inc.
N/A—3,872-3,872-100%$373.9K———
J Hagan Capital, Inc.
N/A—3,844-3,844-100%$371.2K———
FSB Premier Wealth Management, Inc.
N/A—3,828-3,828-100%$369.7K———
Warner Group LLC
N/A—3,824-3,824-100%$369.3K———
Glen Eagle Advisors, LLC
N/A—3,814-3,814-100%$368.4K———
Seascape Capital Management
N/A—3,803-3,803-100%$367.0K———
Serenus Wealth Advisors, LLC
N/A—3,801-3,801-100%$367.1K———
Thomasville National Bank
N/A—3,785-3,785-100%$365.6K———
Kastel Capital Advisors, LLC
N/A—3,783-3,783-100%$342.4K———
Silver OAK Securities, Incorporated
N/A—3,777-3,777-100%$364.8K———
Steigerwald, Gordon & Koch Inc.
N/A—3,773-3,773-100%$364.4K———
Mosaic Financial Group, LLC
N/A—3,772-3,772-100%$364.0K———
Millstone Evans Group, LLC
N/A—3,765-3,765-100%$363.6K———
Brookwood Investment Group LLC
N/A—3,758-3,758-100%$362.9K———
Payne Capital Management, LLC
N/A—3,712-3,712-100%$358.5K———
Drake & Associates, LLC
N/A—3,706-3,706-100%$357.9K———
Longview Financial Advisors LLC
N/A—3,701-3,701-100%$357.4K———
Calydon Capital
N/A—3,692-3,692-100%$356.6K———
Hemenway Trust Co LLC
N/A—3,684-3,684-100%$355.8K———
Pettyjohn, Wood & White, Inc
N/A—3,667-3,667-100%$354.2K———
Eaton Financial Holdings Company, LLC
N/A—3,653-3,653-100%$352.8K———
Bienville Capital Management, LLC
N/A—3,641-3,641-100%$351.6K———
Prospect Financial Services LLC
N/A—3,612-3,612-100%$348.8K———
Prudent Investors Network, Inc.
N/A—3,611-3,611-100%$348.7K———
Marshall Financial Group, LLC
N/A—3,608-3,608-100%$348.5K———
S&T Bank
N/A—3,581-3,581-100%$345.9K———
Dakota Wealth Management
N/A—3,568-3,568-100%$344.6K———
Headland Capital, LLC
N/A—3,538-3,538-100%$341.7K———
Bravias Capital Group, LLC
N/A—3,476-3,476-100%$335.8K———
Collier Financial
N/A—3,376-3,376-100%$326.0K———
ST Germain D J Co Inc
N/A—3,350-3,350-100%$323.5K———
Sargent Investment Group, LLC
N/A—3,349-3,349-100%$323.4K———
GenTrust, LLC
N/A—3,342-3,342-100%$322.8K———
Rothschild Capital Partners, LLC
N/A—3,339-3,339-100%$322.5K———
Peregrine Asset Advisers, Inc.
N/A—3,319-3,319-100%$320.6K———
USA Financial Formulas
N/A—3,305-3,305-100%$319.2K———
Rock Point Advisors, LLC
N/A—3,290-3,290-100%$317.7K———
Evolve Private Wealth, LLC
N/A—3,283-3,283-100%$317.0K———
Bragg Financial Advisors, Inc
N/A—3,259-3,259-100%$314.8K———
RPg Family Wealth Advisory, LLC
N/A—3,246-3,246-100%$313.5K———
Faithward Advisors, LLC
N/A—3,244-3,244-100%$313.3K———
Avalon Trust Co
N/A—3,212-3,212-100%$310.2K———
Accretive Wealth Partners, LLC
N/A—3,203-3,203-100%$309.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—3,200-3,200-100%$309.1K———
Snowwater Investment Partners, LLC
N/A—3,195-3,195-100%$308.6K———
Vision Retirement, LLC
N/A—3,193-3,193-100%$308.4K———
Pasadena Private Wealth, LLC
N/A—3,190-3,190-100%$308.1K———
Anchor Investment Management, LLC
N/A—3,190-3,190-100%$308.1K———
Curio Wealth, LLC
N/A—3,178-3,178-100%$306.9K———
Chevy Chase Trust Holdings, LLC
N/A—3,163-3,163-100%$305.5K———
Stillwater Private Wealth, LLC
N/A—3,153-3,153-100%$318———
Vermillion & White Wealth Management Group, LLC
N/A—3,125-3,125-100%$301.8K———
NerdWallet Wealth Partners, LLC
N/A—3,098-3,098-100%$299.3K———
Balanced Rock Investment Advisors LLC
N/A—3,091-3,091-100%$298.5K———
Covington Investment Advisors Inc.
N/A—3,085-3,085-100%$298.0K———
Wilson & Boucher Capital Management, LLC
N/A—3,080-3,080-100%$297.5K———
Resurgent Financial Advisors LLC
N/A—3,069-3,069-100%$296.4K———
Beaird Harris Wealth Management, LLC
N/A—3,066-3,066-100%$296.1K———
Private Capital Management, LLC
N/A—3,056-3,056-100%$295.2K———
Barnes Pettey Financial Advisors, LLC
N/A—3,043-3,043-100%$293.9K———
Landing Point Financial Group, LLC
N/A—3,034-3,034-100%$293.1K———
Measured Wealth Private Client Group, LLC
N/A—3,008-3,008-100%$290.5K———
HighMark Wealth Management LLC
N/A—2,991-2,991-100%$288.8K———
Luken Investment Analytics, LLC
N/A—2,982-2,982-100%$288.0K———
Stillwater Capital Advisors, LLC
N/A—2,975-2,975-100%$287.3K———
Liberty Square Wealth Partners LLC
N/A—2,965-2,965-100%$286.4K———
Swan Global Investments, LLC
N/A—2,894-2,894-100%$279.5K———
Vickerman Investment Advisors, Inc.
N/A—2,876-2,876-100%$277.8K———
Indie Asset Partners, LLC
N/A—2,849-2,849-100%$275.2K———
Francis Financial, Inc.
N/A—2,841-2,841-100%$274.4K———
RIK Saylor Financial, Inc.
N/A—2,826-2,826-100%$273.0K———
Aspire Capital Advisors LLC
N/A—2,822-2,822-100%$272.5K———
Cbiz Investment Advisory Services, LLC
N/A—2,809-2,809-100%$254.3K———
Capital Advisors Inc
N/A—2,804-2,804-100%$270.8K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,803-2,803-100%$270.7K———
Knuff & Co LLC
N/A—2,797-2,797-100%$270.1K———
Crux Wealth Advisors
N/A—2,794-2,794-100%$269.8K———
W1m Asset Management Ltd
N/A—2,788-2,788-100%$269.4K———
Planwiser Financial, LLC
N/A—2,782-2,782-100%$268.7K———
Strathmore Capital Advisors, Inc.
N/A—2,743-2,743-100%$265.9K———
Strategic Financial Concepts, LLC
N/A—2,741-2,741-100%$264.8K———
Ameriflex Group, Inc.
N/A—2,718-2,718-100%$262.5K———
Bank OZK
N/A—2,711-2,711-100%$261.8K———
Oder Investment Management, LLC
N/A—2,701-2,701-100%$260.8K———
Vigil Wealth Management, LLC
N/A—2,699-2,699-100%$260.7K———
Capital Asset Managemnet, LLC
N/A—2,659-2,659-100%$256.8K———
Chesapeake Wealth Management
N/A—2,653-2,653-100%$256.2K———
Smithfield Trust Co
N/A—2,651-2,651-100%$256.0K———
First National Bank of Hutchinson
N/A—2,649-2,649-100%$255.8K———
Natural Investments, LLC
N/A—2,629-2,629-100%$253.0K———
IFC Advisors LLC
N/A—2,612-2,612-100%$252.3K———
Centennial Bank
N/A—2,592-2,592-100%$250.3K———
First National Advisers, LLC
N/A—2,590-2,590-100%$250.1K———
Tanglewood Legacy Advisors, LLC
N/A—2,588-2,588-100%$249.9K———
Riverstone Advisors, LLC
N/A—2,586-2,586-100%$249.7K———
Napier Financial, LLC
N/A—2,565-2,565-100%$247.7K———
Fayez Sarofim & Co
N/A—2,560-2,560-100%$247.2K———
Eldridge Investment Advisors, Inc.
N/A—2,518-2,518-100%$243.2K———
ProVise Management Group, LLC
N/A—2,464-2,464-100%$238.0K———
Klcm Advisors, Inc.
N/A—2,451-2,451-100%$236.7K———
Everpar Advisors LLC
N/A—2,434-2,434-100%$235.1K———
Oxinas Partners, LLC
N/A—2,428-2,428-100%$234.5K———
Nova Wealth Management, Inc.
N/A—2,423-2,423-100%$234.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,398-2,398-100%$231.6K———
Elite Life Management LLC
N/A—2,384-2,384-100%$238.5K———
WealthTrust Axiom LLC
N/A—2,372-2,372-100%$229.0K———
Carson Advisory Inc.
N/A—2,358-2,358-100%$227.8K———
Harbor Advisory Corp
N/A—2,352-2,352-100%$227.2K———
Proffitt & Goodson Inc
N/A—2,339-2,339-100%$225.9K———
Presidio Capital Management, LLC
N/A—2,329-2,329-100%$224.9K———
Roberts Glore & Co Inc
N/A—2,322-2,322-100%$224.3K———
Kerr Financial Planning Corp
N/A—2,321-2,321-100%$224.2K———
Alpha Zero LLC
N/A—2,286-2,286-100%$221.2K———
Trustmark Bank Trust Department
N/A—2,274-2,274-100%$219.6K———
Wayfinding Financial, LLC
N/A—2,270-2,270-100%$219.0K———
JHP Wealth Management, LLC
N/A—2,260-2,260-100%$218.3K———
Adams Wealth Management
N/A—2,255-2,255-100%$217.8K———
CacheTech Inc.
N/A—2,255-2,255-100%$217.8K———
Olde Wealth Management, LLC
N/A—2,248-2,248-100%$217.0K———
HFG Advisors, Inc.
N/A—2,240-2,240-100%$216.3K———
Lifeworks Advisors, LLC
N/A—2,226-2,226-100%$215.0K———
SageGuard Financial Group, LLC
N/A—2,223-2,223-100%$214.7K———
Capstone Financial Advisors, Inc.
N/A—2,216-2,216-100%$214.0K———
Osterweis Capital Management Inc
N/A—2,210-2,210-100%$213.4K———
Mawer Investment Management Ltd.
N/A—2,210-2,210-100%$213.4K———
HHM Wealth Advisors, LLC
N/A—2,198-2,198-100%$212.3K———
Clearwater Capital Advisors, LLC
N/A—2,192-2,192-100%$211.7K———
Meridian Wealth Partners, LLC
N/A—2,112-2,112-100%$204.0K———
Rollins Financial Advisors, LLC
N/A—2,109-2,109-100%$203.7K———
Checchi Capital Advisers, LLC
N/A—2,107-2,107-100%$203.5K———
Axis Wealth Partners, LLC
N/A—2,095-2,095-100%$202.3K———
Nalls Sherbakoff Group, LLC
N/A—2,032-2,032-100%$196.3K———
Allied Private Wealth LLC
N/A—1,943-1,943-100%$187.1K———
Bravera Wealth
N/A—1,678-1,678-100%$162.1K———
Prestige Wealth Management Group LLC
N/A—1,611-1,611-100%$155.6K———
Coppell Advisory Solutions LLC
N/A—1,482-1,482-100%$259.7K———
Fi3 Financial Advisors, LLC
N/A—1,459-1,459-100%$281.9K———
MRP Capital Investments, LLC
N/A—1,347-1,347-100%$130.1K———
Mpwm Advisory Solutions, LLC
N/A—1,127-1,127-100%$108.8K———
Morse Asset Management, Inc
N/A—1,050-1,050-100%$101.4K———
Cliffwater LLC
N/A—1,036-1,036-100%$100.1K———
Cary Street Partners Investment Advisory LLC
N/A—968-968-100%$93.5K———
Timbuktu Capital Management, LLC
N/A—955-955-100%$92.2K———
Minot DeBlois Advisors LLC
N/A—935-935-100%$90.3K———
PlanVest Financial, Inc
N/A—925-925-100%$89.3K———
Delta Asset Management LLC
N/A—900-900-100%$86.9K———
Caldwell Sutter Capital, Inc.
N/A—825-825-100%$79.7K———
Front Row Advisors LLC
N/A—790-790-100%$79.5K———
Darwin Wealth Management, LLC
N/A—763-763-100%$73.8K———
Twin Lakes Capital Management, LLC
N/A—754-754-100%$72.8K———
Security National Bank of SO DAK
N/A—742-742-100%$71.7K———
Abound Financial, LLC
N/A—710-710-100%$68.6K———
Sittner & Nelson, LLC
N/A—703-703-100%$67.9K———
Tower Research Capital LLC (TRC)
N/A—686-686-100%$66.3K———
Addison Advisors LLC
N/A—683-683-100%$66.0K———
Tacita Capital Inc
N/A—674-674-100%$65.1K———
Bank of the Bluegrass & Trust Co.
N/A—648-648-100%$62.8K———
Banque Transatlantique SA
N/A—630-630-100%$60.8K———
PIN OAK Investment Advisors Inc
N/A—615-615-100%$59.0K———
Aventura Private Wealth, LLC
N/A—588-588-100%$56.8K———
Strategic Investment Solutions, Inc.
N/A—558-558-100%$53.9K———
Conquis Financial LLC
N/A—492-492-100%$47.5K———
Orion Capital Management LLC
N/A—471-471-100%$45.5K———
Cetera Trust Company, N.a
N/A—468-468-100%$45.2K———
Crews Bank & Trust
N/A—460-460-100%$44.4K———
Westend Capital Management, LLC
N/A—444-444-100%$42.9K———
N.E.W. Advisory Services LLC
N/A—440-440-100%$42.5K———
Integrity Financial Corp
N/A—426-426-100%$41.1K———
Graney & King, LLC
N/A—342-342-100%$33.0K———
Security National Bank of Sioux City Iowa
N/A—321-321-100%$31.0K———
Sachetta, LLC
N/A—289-289-100%$27.9K———
Battery Global Advisors, LLC
N/A—264-264-100%$25.5K———
Evolution Advisers, Inc.
N/A—253-253-100%$24———
Ameritas Investment Partners, Inc.
N/A—230-230-100%$22.2K———
Atlantic Private Wealth, LLC
N/A—226-226-100%$21.8K———
Delos Wealth Advisors, LLC
N/A—213-213-100%$20.6K———
Logan Capital Management Inc
N/A—203-203-100%$19.6K———
Benson Wealth Management Inc
N/A—183-183-100%$17.7K———
CNB Bank
N/A—173-173-100%$16.7K———
LRI Investments, LLC
N/A—170-170-100%$16.4K———
Oakmont Advisory Group, LLC
N/A—169-169-100%$16.3K———
Manning & Napier Advisors LLC
N/A—155-155-100%$14.9K———
Morgan Dempsey Capital Management LLC
N/A—145-145-100%$14.0K———
XP Advisory US, Inc.
N/A—121-121-100%$11.7K———
Anchor Bay Capital, Inc.
N/A—115-115-100%$11.6K———
Philadelphia Investment Partners, LLC
N/A—114-114-100%$11.0K———
RED Reef Advisors LLC
N/A—113-113-100%$10.9K———
Punch & Associates Investment Management, Inc.
N/A—111-111-100%$10.7K———
Bruce G. Allen Investments, LLC
N/A—110-110-100%$10.6K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$9.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—89-89-100%$8.6K———
Cypress Capital Management LLC (WY)
N/A—84-84-100%$8.1K———
Cheviot Value Management, LLC
N/A—66-66-100%$6.4K———
Lummis Asset Management, LP
N/A—66-66-100%$6.4K———
Alerus Financial NA
N/A—64-64-100%$6.2K———
Ravenstone Capital Management Inc.
N/A—64-64-100%$6.2K———
VSM Wealth Advisory, LLC
N/A—51-51-100%$4.9K———
1 North Wealth Services LLC
N/A—40-40-100%$3.9K———
Dogwood Wealth Management LLC
N/A—32-32-100%$3.1K———
IAG Wealth Partners, LLC
N/A—20-20-100%$1.9K———
Game Plan Financial Advisors, LLC
N/A—18-18-100%$1.7K———
Parvin Asset Management, LLC
N/A—16-16-100%$1.5K———
Raelipskie Partnership
N/A—15-15-100%$1.4K———
Prosperity Bancshares Inc
N/A—4-4-100%$386———
Atomic Invest LLC
N/A—1-1-100%$49———
Showing 2571 of 2571 institutions