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Ishares Core Msci Emerging (IEMG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares81,079,258 from 78,943,848
Change+2,135,410 (+3%)
Value$6.6B (+$40.7M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares29,546,776 from 29,088,603
Change+458,173 (+2%)
Value$2.4B (-$11.8M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares21,537,432 from 19,916,029
Change+1,621,403 (+8%)
Value$1.7B (+$98.1M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares17,010,297 from 14,904,934
Change+2,105,363 (+14%)
Value$1.4B (+$145.8M)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares16,538,856 from 15,809,719
Change+729,137 (+5%)
Value$1.3B (+$32.6M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
INCREASED
Shares15,137,260 from 12,458,692
Change+2,678,568 (+22%)
Value$1.2B (+$196.5M)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares10,400,057 from 5,673,188
Change+4,726,869 (+83%)
Value$844.1M (+$374.1M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares9,697,562 from 9,531,385
Change+166,177 (+2%)
Value$787.1M (-$2.5M)
Filed 2026-10-21
Retirement Systems of Alabama
UNCHANGED
Shares7,584,431 from 7,584,431
Change0 (0%)
Value$615.6M (-$12.7M)
Filed 2026-11-04
Japan Science & Technology Agency
INCREASED
Shares7,420,745 from 6,270,920
Change+1,149,825 (+18%)
Value$602.3M (+$82.8M)
Filed 2026-10-16
Asset Management One Co., Ltd.
INCREASED
Shares7,100,231 from 7,068,028
Change+32,203 (+0%)
Value$576.3M (-$9.3M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares6,694,171 from 6,127,487
Change+566,684 (+9%)
Value$543.3M (+$35.7M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares5,875,048 from 5,623,216
Change+251,832 (+4%)
Value$476.8M (+$11.0M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares4,947,121 from 4,508,835
Change+438,286 (+10%)
Value$401.5M (+$28.0M)
Filed 2026-11-04
Vantagepoint Investment Advisers LLC
INCREASED
Shares4,138,111 from 4,017,667
Change+120,444 (+3%)
Value$335.8M (+$3.0M)
Filed 2026-10-26
Nationwide Fund Advisors
INCREASED
Shares3,368,516 from 2,496,864
Change+871,652 (+35%)
Value$273.4M (+$32.2M)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares3,171,483 from 3,067,830
Change+103,653 (+3%)
Value$248.9M (+$3.4M)
Filed 2026-10-08
Matson Money. Inc.
DECREASED
Shares2,961,215 from 2,992,980
Change-31,765 (-1%)
Value$240.3M (-$7.6M)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares2,861,550 from 2,829,956
Change+31,594 (+1%)
Value$232.2M (-$2.2M)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares2,754,001 from 4,218,980
Change-1,464,979 (-35%)
Value$223.5K (-$349.3M)
Filed 2026-10-26
Stairway Partners, LLC
INCREASED
Shares2,557,560 from 2,481,939
Change+75,621 (+3%)
Value$207.6M (+$2.0M)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,548,087 from 2,536,553
Change+11,534 (+0%)
Value$206.8M (-$3.3M)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares2,494,837 from 2,523,223
Change-28,386 (-1%)
Value$202.5M (-$6.5M)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,174,601 from 2,212,917
Change-38,316 (-2%)
Value$176.5M (-$6.8M)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares2,117,420 from 2,049,493
Change+67,927 (+3%)
Value$171.8M (+$2.1M)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares2,106,849 from 2,123,972
Change-17,123 (-1%)
Value$171.0M (-$5.0M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,103,258 from 2,028,593
Change+74,665 (+4%)
Value$170.7M (+$2.7M)
Filed 2026-10-27
Southern Farm Bureau Life Insurance
UNCHANGED
Shares2,037,659 from 2,037,659
Change0 (0%)
Value$165.7K (-$169.0M)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares1,958,356 from 2,069,819
Change-111,463 (-5%)
Value$158.9M (-$12.5M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares1,949,371 from 2,291,073
Change-341,702 (-15%)
Value$158.2M (-$31.6M)
Filed 2026-11-02
New York University
INCREASED
Shares1,945,767 from 1,539,708
Change+406,059 (+26%)
Value$157.9M (+$30.4M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares1,876,960 from 1,277,733
Change+599,227 (+47%)
Value$152.3M (+$48.0M)
Filed 2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares1,809,848 from 1,714,848
Change+95,000 (+6%)
Value$146.9M (+$4.8M)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares1,741,293 from 1,579,899
Change+161,394 (+10%)
Value$141.3M (+$10.5M)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares1,689,243 from 1,636,220
Change+53,023 (+3%)
Value$137.1M (+$1.6M)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares1,653,278 from 1,667,104
Change-13,826 (-1%)
Value$134.2M (-$3.9M)
Filed 2026-10-23
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares1,592,784 from 1,139,900
Change+452,884 (+40%)
Value$129.3M (+$34.8M)
Filed 2026-11-02
J. Safra Sarasin Holding AG
INCREASED
Shares1,586,619 from 1,586,168
Change+451 (+0%)
Value$110.7M (+$37.7K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,584,397 from 1,502,015
Change+82,382 (+5%)
Value$126.9M (+$5.3M)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares1,496,514 from 1,507,188
Change-10,674 (-1%)
Value$121.5M (-$3.4M)
Filed 2026-10-16
SigFig Wealth Management, LLC
DECREASED
Shares1,391,623 from 1,393,406
Change-1,783 (0%)
Value$112.9M (-$925.1K)
Filed 2026-10-07
Retirement Investment Advisors, Inc.
INCREASED
Shares1,391,243 from 1,383,266
Change+7,977 (+1%)
Value$112.9M (+$4.3M)
Filed 2026-10-22
Lockheed Martin Investment Management Co
INCREASED
Shares1,386,747 from 1,020,000
Change+366,747 (+36%)
Value$112.5M (+$28.1M)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares1,332,158 from 1,200,953
Change+131,205 (+11%)
Value$108.1M (+$8.6M)
Filed 2026-10-28
Modera Wealth Management, LLC
DECREASED
Shares1,330,646 from 1,337,777
Change-7,131 (-1%)
Value$108.0M (-$2.8M)
Filed 2026-10-28
Constellation Investments, Inc.
INCREASED
Shares1,323,458 from 362,416
Change+961,042 (+265%)
Value$107.4M (+$77.4M)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,286,329 from 882,776
Change+403,553 (+46%)
Value$104.4M (+$31.3M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares1,273,215 from 1,195,834
Change+77,381 (+6%)
Value$103.3M (+$4.3M)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares1,259,259 from 1,180,751
Change+78,508 (+7%)
Value$102.2M (+$4.4M)
Filed 2026-10-28
CKW Financial Group
INCREASED
Shares1,239,960 from 1,228,524
Change+11,436 (+1%)
Value$100.7K (+$1.7K)
Filed 2026-10-29
Vontobel Holding Ltd.
DECREASED
Shares1,218,469 from 1,225,746
Change-7,277 (-1%)
Value$98.9M (-$2.6M)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares1,191,054 from 1,217,127
Change-26,073 (-2%)
Value$96.7M (-$4.2M)
Filed 2026-10-26
Regions Financial Corp
INCREASED
Shares1,176,451 from 1,107,623
Change+68,828 (+6%)
Value$95.5M (+$3.7M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares1,133,101 from 1,051,271
Change+81,830 (+8%)
Value$92.0M (+$4.9M)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares1,129,488 from 992,649
Change+136,839 (+14%)
Value$91.7M (+$9.4M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,129,029 from 1,177,752
Change-48,723 (-4%)
Value$91.6K (-$97.5M)
Filed 2026-11-02
Fusion Family Wealth, LLC
INCREASED
Shares1,114,354 from 1,094,150
Change+20,204 (+2%)
Value$90.4M (-$198.4K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares1,078,748 from 1,068,386
Change+10,362 (+1%)
Value$87.6M (-$954.4K)
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares1,067,803 from 910,801
Change+157,002 (+17%)
Value$86.7M (+$11.2M)
Filed 2026-10-14
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,039,693 from 1,039,693
Change0 (0%)
Value$84.4M (-$1.7M)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares1,011,495 from 897,981
Change+113,514 (+13%)
Value$81.4M (+$8.4M)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares986,974 from 695,313
Change+291,661 (+42%)
Value$80.1M (+$22.5M)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED
Shares979,602 from 1,209,608
Change-230,006 (-19%)
Value$79.6M (-$18.0M)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares909,988 from 997,377
Change-87,389 (-9%)
Value$73.9M (-$8.8M)
Filed 2026-10-15
Pictet Asset Management Holding SA
INCREASED
Shares906,625 from 844,805
Change+61,820 (+7%)
Value$74.2M (+$5.2M)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares899,499 from 907,508
Change-8,009 (-1%)
Value$73.0M (-$2.2M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares887,182 from 709,590
Change+177,592 (+25%)
Value$72.0M (+$13.2M)
Filed 2026-10-05
Greenleaf Trust
DECREASED
Shares864,746 from 898,286
Change-33,540 (-4%)
Value$70.2M (-$4.2M)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares832,410 from 713,422
Change+118,988 (+17%)
Value$67.6M (+$8.5M)
Filed 2026-11-04
Parkside Investments, LLC
DECREASED
Shares809,732 from 816,192
Change-6,460 (-1%)
Value$65.7M (-$1.9M)
Filed 2026-10-20
Aaron Wealth Advisors LLC
INCREASED
Shares779,526 from 733,400
Change+46,126 (+6%)
Value$63.3M (+$2.5M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares776,144 from 675,714
Change+100,430 (+15%)
Value$63.0M (+$7.0M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares764,261 from 546,575
Change+217,686 (+40%)
Value$62.0M (+$16.7M)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares751,735 from 1,092,956
Change-341,221 (-31%)
Value$61.0M (-$29.5M)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares741,559 from 1,236,436
Change-494,877 (-40%)
Value$60.2M (-$42.2M)
Filed 2026-10-19
TFC Financial Management, Inc.
DECREASED
Shares726,622 from 734,844
Change-8,222 (-1%)
Value$59.0M (-$1.9M)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares705,949 from 686,408
Change+19,541 (+3%)
Value$57.3M (+$432.8K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares696,314 from 668,096
Change+28,218 (+4%)
Value$56.5M (+$1.2M)
Filed 2026-10-22
SWF LLC
INCREASED
Shares685,456 from 319,456
Change+366,000 (+115%)
Value$55.6M (+$29.2M)
Filed 2026-11-05
Form Wealth Advisors, LLC
INCREASED
Shares679,055 from 603,991
Change+75,064 (+12%)
Value$55.1M (+$5.1M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares669,358 from 622,153
Change+47,205 (+8%)
Value$54.3M (+$2.8M)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares657,078 from 652,670
Change+4,408 (+1%)
Value$53.3M (-$738.8K)
Filed 2026-10-27
MPS Loria Financial Planners, LLC
INCREASED
Shares646,450 from 632,371
Change+14,079 (+2%)
Value$52.5M (+$80.3K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares631,041 from 607,891
Change+23,150 (+4%)
Value$51.2M (+$857.6K)
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares630,207 from 621,616
Change+8,591 (+1%)
Value$51.1M (-$347.1K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares607,974 from 576,229
Change+31,745 (+6%)
Value$49.3M (+$1.6M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares597,740 from 522,300
Change+75,440 (+14%)
Value$48.5M (+$5.2M)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares595,263 from 532,958
Change+62,305 (+12%)
Value$48.3M (+$4.2M)
Filed 2026-10-08
Signaturefd, LLC
DECREASED
Shares586,173 from 598,801
Change-12,628 (-2%)
Value$47.6M (-$2.0M)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares579,543 from 575,012
Change+4,531 (+1%)
Value$47.0M (-$598.3K)
Filed 2026-10-19
Ironwood Wealth Management, Llc.
INCREASED
Shares557,768 from 557,128
Change+640 (+0%)
Value$45.3M (-$884.0K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares548,916 from 522,313
Change+26,603 (+5%)
Value$44.6M (+$1.3M)
Filed 2026-11-04
BLB&B Advisors, LLC
DECREASED
Shares544,177 from 546,559
Change-2,382 (0%)
Value$44.2M (-$1.1M)
Filed 2026-10-27
First Financial Bank - Trust Division
INCREASED
Shares543,606 from 519,675
Change+23,931 (+5%)
Value$44.1M (+$1.1M)
Filed 2026-10-01
iA Global Asset Management Inc.
DECREASED
Shares533,266 from 572,516
Change-39,250 (-7%)
Value$43.3K (-$47.4M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares530,334 from 730,079
Change-199,745 (-27%)
Value$43.1M (-$17.3M)
Filed 2026-11-05
Klingman & Associates, LLC
INCREASED
Shares511,853 from 501,018
Change+10,835 (+2%)
Value$41.5M (+$37.7K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares495,944 from 483,761
Change+12,183 (+3%)
Value$40.3M (+$176.0K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares495,004 from 500,264
Change-5,260 (-1%)
Value$40.2M (-$1.3M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares472,221 from 504,998
Change-32,777 (-6%)
Value$38.3M (-$3.5M)
Filed 2026-10-14
Leverty Financial Group, LLC
INCREASED
Shares471,894 from 437,488
Change+34,406 (+8%)
Value$38.3M (+$2.1M)
Filed 2026-10-08
Foster Group, Inc.
INCREASED
Shares456,246 from 448,500
Change+7,746 (+2%)
Value$37.0M (-$124.8K)
Filed 2026-10-13
Pathway Financial Advisors LLC
DECREASED
Shares447,097 from 536,810
Change-89,713 (-17%)
Value$36.3M (-$6.6M)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares440,816 from 432,479
Change+8,337 (+2%)
Value$35.8M (-$49.9K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares434,902 from 486,766
Change-51,864 (-11%)
Value$35.3M (-$5.0M)
Filed 2026-10-20
Hengehold Capital Management LLC
INCREASED
Shares421,505 from 401,096
Change+20,409 (+5%)
Value$34.2M (+$982.6K)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
DECREASED
Shares418,898 from 437,350
Change-18,452 (-4%)
Value$34.0K (-$36.2M)
Filed 2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED
Shares414,342 from 405,628
Change+8,714 (+2%)
Value$33.6M (+$25.8K)
Filed 2026-10-16
Maple Capital Management, Inc.
INCREASED
Shares412,870 from 360,175
Change+52,695 (+15%)
Value$33.5M (+$3.7M)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares411,105 from 417,047
Change-5,942 (-1%)
Value$33.5M (-$733.9K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares409,408 from 455,410
Change-46,002 (-10%)
Value$33.2M (-$4.5M)
Filed 2026-11-03
Crescent Grove Advisors, LLC
INCREASED
Shares408,430 from 382,246
Change+26,184 (+7%)
Value$33.1M (+$1.5M)
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares401,474 from 437,298
Change-35,824 (-8%)
Value$32.6M (-$3.6M)
Filed 2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares401,284 from 431,464
Change-30,180 (-7%)
Value$32.6M (-$3.2M)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares384,931 from 450,516
Change-65,585 (-15%)
Value$31.2M (-$6.1M)
Filed 2026-10-22
Grove Bank & Trust
DECREASED
Shares383,999 from 392,048
Change-8,049 (-2%)
Value$31.2M (-$1.3M)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares378,916 from 333,962
Change+44,954 (+13%)
Value$30.8M (+$3.1M)
Filed 2026-10-22
DT Investment Partners, LLC
INCREASED
Shares378,276 from 374,174
Change+4,102 (+1%)
Value$30.7M (-$295.7K)
Filed 2026-10-27
New York Life Investment Management LLC
DECREASED
Shares377,678 from 390,938
Change-13,260 (-3%)
Value$30.7M (-$1.7M)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares374,464 from 378,265
Change-3,801 (-1%)
Value$30.4M (-$944.0K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares370,578 from 385,069
Change-14,491 (-4%)
Value$30.1M (-$1.8M)
Filed 2026-10-30
RKL Wealth Management LLC
INCREASED
Shares370,247 from 364,138
Change+6,109 (+2%)
Value$30.0M (-$116.0K)
Filed 2026-10-16
Nottingham Advisors, Inc.
INCREASED
Shares368,126 from 367,659
Change+467 (+0%)
Value$29.9M (+$1.3M)
Filed 2026-10-29
Facet Wealth, Inc.
DECREASED
Shares366,281 from 385,186
Change-18,905 (-5%)
Value$29.7M (-$2.2M)
Filed 2026-11-04
Quadrant Capital Group LLC
DECREASED
Shares365,520 from 377,183
Change-11,663 (-3%)
Value$29.3M (-$1.9M)
Filed 2026-10-20
University of Maryland Foundation, Inc.
UNCHANGED
Shares365,458 from 365,458
Change0 (0%)
Value$29.7M (-$614.0K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares363,671 from 358,717
Change+4,954 (+1%)
Value$29.5M (-$200.6K)
Filed 2026-10-28
Ayalon Insurance Comp Ltd.
DECREASED
Shares361,861 from 448,605
Change-86,744 (-19%)
Value$29.4K (-$7.8K)
Filed 2026-10-08
Simon Quick Advisors, LLC
DECREASED
Shares357,145 from 415,162
Change-58,017 (-14%)
Value$29.0M (-$5.4M)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares354,153 from 166,440
Change+187,713 (+113%)
Value$28.7M (+$15.0M)
Filed 2026-10-22
Inspire Trust Co, N.A.
UNCHANGED
Shares350,000 from 350,000
Change0 (0%)
Value$28.4M (-$588.0K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares347,556 from 154,982
Change+192,574 (+124%)
Value$28.2M (+$15.4M)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares346,180 from 340,858
Change+5,322 (+2%)
Value$28.1M (-$140.7K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares332,085 from 313,045
Change+19,040 (+6%)
Value$27.0M (+$1.0M)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares327,655 from 335,568
Change-7,913 (-2%)
Value$26.6M (-$1.2M)
Filed 2026-10-23
Washington Trust Co
INCREASED
Shares325,135 from 308,573
Change+16,562 (+5%)
Value$26.4M (+$825.8K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares324,497 from 334,388
Change-9,891 (-3%)
Value$26.3M (-$1.4M)
Filed 2026-11-05
Resonant Capital Advisors, LLC
INCREASED
Shares324,433 from 315,709
Change+8,724 (+3%)
Value$26.3M (+$177.6K)
Filed 2026-10-15
Sentinel Trust Co LBA
DECREASED
Shares320,133 from 320,894
Change-761 (0%)
Value$26.0M (+$26.0M)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares319,932 from 520,057
Change-200,125 (-38%)
Value$26.0M (-$17.1M)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares314,749 from 297,950
Change+16,799 (+6%)
Value$25.5M (+$862.9K)
Filed 2026-10-14
Sofi Wealth, LLC
NEW
Shares314,036
Change+314,036
Value$25.5M
Filed 2026-10-27
Towercrest Capital Management
DECREASED
Shares309,805 from 345,719
Change-35,914 (-10%)
Value$25.1M (-$3.5M)
Filed 2026-10-23
Orgel Wealth Management, LLC
DECREASED
Shares303,551 from 309,975
Change-6,424 (-2%)
Value$24.6M (-$1.0M)
Filed 2026-10-14
Cabot-Wellington, LLC
DECREASED
Shares302,780 from 308,899
Change-6,119 (-2%)
Value$24.6M (-$1.0M)
Filed 2026-11-02
Crestwood Advisors Group, LLC
INCREASED
Shares300,333 from 276,283
Change+24,050 (+9%)
Value$24.4M (+$1.5M)
Filed 2026-10-27
JFS Wealth Advisors, LLC
DECREASED
Shares299,734 from 308,991
Change-9,257 (-3%)
Value$24.3M (-$1.3M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares298,688 from 205,478
Change+93,210 (+45%)
Value$24.5M (+$7.7M)
Filed 2026-10-30
Strategic Investment Management, LLC
DECREASED
Shares295,985 from 352,445
Change-56,460 (-16%)
Value$24.0M (-$5.2M)
Filed 2026-10-20
St. Clair Advisors, LLC
INCREASED
Shares294,210 from 279,824
Change+14,386 (+5%)
Value$23.9M (+$697.5K)
Filed 2026-10-13
Tortoise Investment Management, LLC
DECREASED
Shares292,259 from 295,482
Change-3,223 (-1%)
Value$23.7M (-$758.0K)
Filed 2026-11-06
First Hawaiian Bank
INCREASED
Shares286,909 from 233,226
Change+53,683 (+23%)
Value$23.3M (+$4.0M)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares286,190 from 124,392
Change+161,798 (+130%)
Value$23.2M (+$12.9M)
Filed 2026-11-03
Iowa State Bank
INCREASED
Shares285,500 from 281,878
Change+3,622 (+1%)
Value$23.2M (-$179.6K)
Filed 2026-10-06
SteelPeak Wealth, LLC
DECREASED
Shares285,456 from 287,273
Change-1,817 (-1%)
Value$23.2M (-$630.1K)
Filed 2026-10-16
Midwest Trust Co
DECREASED
Shares281,512 from 288,757
Change-7,245 (-3%)
Value$22.8M (-$1.1M)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares279,897 from 267,622
Change+12,275 (+5%)
Value$22.7M (+$546.6K)
Filed 2026-10-15
Associated Banc-Corp
INCREASED
Shares276,171 from 255,612
Change+20,559 (+8%)
Value$22.4M (+$1.2M)
Filed 2026-10-30
Sharkey, Howes & Javer
INCREASED
Shares274,268 from 248,455
Change+25,813 (+10%)
Value$22.3M (+$1.7M)
Filed 2026-10-22
Ashton Thomas Securities, LLC
NEW
Shares271,381
Change+271,381
Value$22.0M
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares267,118 from 261,219
Change+5,899 (+2%)
Value$21.7M (+$39.9K)
Filed 2026-10-22
Appleton Partners Inc
INCREASED
Shares266,836 from 265,013
Change+1,823 (+1%)
Value$21.7K (-$21.9M)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares265,477 from 260,011
Change+5,466 (+2%)
Value$21.5M (+$6.8K)
Filed 2026-10-29
Columbia Bank
INCREASED
Shares264,335 from 251,305
Change+13,030 (+5%)
Value$21.5M (+$635.3K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares264,158 from 258,623
Change+5,535 (+2%)
Value$21.4M (+$14.7K)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares263,756 from 121,342
Change+142,414 (+117%)
Value$21.4M (+$11.4M)
Filed 2026-10-14
Veery Capital, LLC
INCREASED
Shares262,212 from 257,157
Change+5,055 (+2%)
Value$21.3M (-$21.8K)
Filed 2026-10-07
Chilton Capital Management LLC
INCREASED
Shares256,817 from 254,035
Change+2,782 (+1%)
Value$20.8M (-$201.0K)
Filed 2026-10-28
Sterling Investment Advisors LLC
INCREASED
Shares254,896 from 251,520
Change+3,376 (+1%)
Value$20.7M (-$148.5K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares253,672 from 276,445
Change-22,773 (-8%)
Value$20.6M (-$2.3M)
Filed 2026-10-05
Madrona Financial Services, LLC
INCREASED
Shares251,299 from 233,140
Change+18,159 (+8%)
Value$20.4M (+$1.1M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED
Shares250,666 from 255,867
Change-5,201 (-2%)
Value$20.3M (-$851.9K)
Filed 2026-11-05
Stephens Group Asset Management, LLC
DECREASED
Shares247,274 from 262,301
Change-15,027 (-6%)
Value$20.1M (-$1.7M)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares245,610 from 65,370
Change+180,240 (+276%)
Value$19.9M (+$14.5M)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares244,636 from 220,552
Change+24,084 (+11%)
Value$19.9M (+$1.6M)
Filed 2026-10-09
Simplicity Wealth,LLC
DECREASED
Shares243,811 from 244,727
Change-916 (0%)
Value$19.8M (-$485.5K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares242,495 from 152,957
Change+89,538 (+59%)
Value$19.7M (+$7.0M)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares239,417 from 267,753
Change-28,336 (-11%)
Value$19.4M (-$2.7M)
Filed 2026-10-23
Cornerstone Planning Group LLC
INCREASED
Shares239,296 from 70,119
Change+169,177 (+241%)
Value$19.5M (+$13.9M)
Filed 2026-10-16
Neumann Capital Management, LLC
NEW
Shares236,175
Change+236,175
Value$19.2M
Filed 2026-10-15
Ascent Wealth Partners, LLC
INCREASED
Shares235,805 from 230,767
Change+5,038 (+2%)
Value$19.1M (+$21.2K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares234,861 from 233,827
Change+1,034 (+0%)
Value$19.1M (-$308.9K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares234,004 from 238,127
Change-4,123 (-2%)
Value$19.0M (-$734.7K)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares233,587 from 231,163
Change+2,424 (+1%)
Value$19.0M (-$191.6K)
Filed 2026-10-28
15 Wealth Advisors LLC
NEW
Shares232,770
Change+232,770
Value$18.9M
Filed 2026-10-14
Sage Financial Group Inc
INCREASED
Shares231,514 from 159,308
Change+72,206 (+45%)
Value$18.8M (+$5.6M)
Filed 2026-10-27
Shakespeare Wealth Management, LLC
INCREASED
Shares230,462 from 227,592
Change+2,870 (+1%)
Value$18.7M (-$149.4K)
Filed 2026-10-28
Myriad Asset Management Advisors LLC
DECREASED
Shares229,385 from 991,726
Change-762,341 (-77%)
Value$18.6M (-$63.5M)
Filed 2026-11-03
Evermay Wealth Management LLC
INCREASED
Shares227,346 from 217,119
Change+10,227 (+5%)
Value$18.5M (+$465.3K)
Filed 2026-11-05
Elevated Financial Group LLC
INCREASED
Shares224,075 from 205,913
Change+18,162 (+9%)
Value$18.2M (+$1.1M)
Filed 2026-10-16
Opus Capital Group, LLC
INCREASED
Shares222,995 from 222,377
Change+618 (+0%)
Value$18.1K (-$18.4M)
Filed 2026-10-30
Diversify Wealth Management, LLC
INCREASED
Shares222,730 from 220,458
Change+2,272 (+1%)
Value$17.4M (+$340.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares222,730 from 220,458
Change+2,272 (+1%)
Value$17.4M (+$340.6K)
Filed 2026-10-20
First National Trust Co
INCREASED
Shares220,710 from 189,538
Change+31,172 (+16%)
Value$17.9M (+$2.2M)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares219,744 from 219,761
Change-17 (0%)
Value$17.8M (-$370.6K)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
DECREASED
Shares218,838 from 222,242
Change-3,404 (-2%)
Value$17.8M (-$649.6K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares218,608 from 201,722
Change+16,886 (+8%)
Value$17.7M (+$1.0M)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares215,285 from 201,090
Change+14,195 (+7%)
Value$17.5M (+$814.2K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares214,162 from 102,790
Change+111,372 (+108%)
Value$17.4M (+$8.9M)
Filed 2026-10-15
AMG National Trust Bank
INCREASED
Shares211,938 from 204,394
Change+7,544 (+4%)
Value$17.2M (+$268.9K)
Filed 2026-11-05
Vaughan & Co Securities, Inc.
INCREASED
Shares206,597 from 205,883
Change+714 (+0%)
Value$16.8M (-$287.9K)
Filed 2026-10-23
Twele Capital Management, Inc.
INCREASED
Shares206,181 from 205,491
Change+690 (+0%)
Value$16.7M (-$289.2K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares204,573 from 204,734
Change-161 (0%)
Value$16.6M (-$357.0K)
Filed 2026-11-03
Acima Private Wealth, LLC
DECREASED
Shares204,452 from 204,594
Change-142 (0%)
Value$16.6M (-$355.2K)
Filed 2026-10-05
Black Diamond Financial, LLC
INCREASED
Shares204,327 from 184,395
Change+19,932 (+11%)
Value$16.6M (+$1.3M)
Filed 2026-10-26
Verger Capital Management LLC
NEW
Shares203,876
Change+203,876
Value$16.5M
Filed 2026-10-22
KFA Private Wealth Group, LLC
INCREASED
Shares202,787 from 195,486
Change+7,301 (+4%)
Value$16.5M (+$264.1K)
Filed 2026-10-07
Hamilton Capital, LLC
INCREASED
Shares202,142 from 190,037
Change+12,105 (+6%)
Value$16.4M (+$663.2K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares201,642 from 159,193
Change+42,449 (+27%)
Value$16.4M (+$3.2M)
Filed 2026-10-23
Liquid Strategies, LLC
INCREASED
Shares201,313 from 135,760
Change+65,553 (+48%)
Value$16.3M (+$5.1M)
Filed 2026-11-04
rebel Financial LLC
NEW
Shares201,283
Change+201,283
Value$16.3M
Filed 2026-11-04
Auto-Owners Insurance Co
DECREASED
Shares200,000 from 360,000
Change-160,000 (-44%)
Value$16.2M (-$13.6M)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares198,784 from 207,391
Change-8,607 (-4%)
Value$16.1M (-$1.0M)
Filed 2026-10-08
Columbus Macro, LLC
DECREASED
Shares198,371 from 200,441
Change-2,070 (-1%)
Value$16.1M (-$504.7K)
Filed 2026-10-14
International City Management Association Retirement Corp
NEW
Shares197,336
Change+197,336
Value$16.0M
Filed 2026-10-26
Richard P Slaughter Associates Inc
INCREASED
Shares194,152 from 181,838
Change+12,314 (+7%)
Value$15.8M (+$693.9K)
Filed 2026-10-13
Swmg, LLC
DECREASED
Shares193,540 from 241,823
Change-48,283 (-20%)
Value$14.6M (-$4.7M)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares192,595 from 126,120
Change+66,475 (+53%)
Value$15.6M (+$5.2M)
Filed 2026-11-05
Blueprint Investment Partners LLC
DECREASED
Shares188,814 from 250,963
Change-62,149 (-25%)
Value$15.3M (-$5.5M)
Filed 2026-10-28
Flywheel Private Wealth LLC
INCREASED
Shares187,891 from 181,298
Change+6,593 (+4%)
Value$15.2M (+$230.4K)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
DECREASED
Shares185,271 from 185,618
Change-347 (0%)
Value$15.0M (-$340.0K)
Filed 2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED
Shares182,635 from 161,635
Change+21,000 (+13%)
Value$14.8M (+$1.4M)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED
Shares182,384 from 182,138
Change+246 (+0%)
Value$14.8M (-$286.0K)
Filed 2026-10-16
Ackerman Capital Advisors, LLC
DECREASED
Shares182,026 from 184,437
Change-2,411 (-1%)
Value$14.8M (-$505.5K)
Filed 2026-10-30
Avalon Capital Management
INCREASED
Shares181,125 from 176,895
Change+4,230 (+2%)
Value$14.7M (+$46.1K)
Filed 2026-11-04
Allen Investment Management, LLC
NEW
Shares180,618
Change+180,618
Value$14.7M
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares180,581 from 170,072
Change+10,509 (+6%)
Value$14.7M (+$567.2K)
Filed 2026-11-04
Stone House Investment Management, LLC
DECREASED
Shares180,129 from 292,408
Change-112,279 (-38%)
Value$14.6M (-$9.6M)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares177,713 from 177,878
Change-165 (0%)
Value$14.4M (-$312.2K)
Filed 2026-10-23
Horizon Advisory Services, Inc.
INCREASED
Shares177,546 from 176,137
Change+1,409 (+1%)
Value$14.4M (-$181.5K)
Filed 2026-10-29
Angeles Investment Advisors, LLC
DECREASED
Shares175,075 from 557,155
Change-382,080 (-69%)
Value$14.2M (-$31.9M)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares173,528 from 180,564
Change-7,036 (-4%)
Value$14.1M (-$874.4K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares172,186 from 175,271
Change-3,085 (-2%)
Value$14.0M (-$544.8K)
Filed 2026-10-27
Marks Group Wealth Management, Inc
DECREASED
Shares171,925 from 237,380
Change-65,455 (-28%)
Value$14.0M (-$5.7M)
Filed 2026-11-05
Beacon Advisors Holdings, LLC
INCREASED
Shares171,034 from 167,430
Change+3,604 (+2%)
Value$13.9M (+$11.2K)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares170,838 from 170,783
Change+55 (+0%)
Value$13.9M (-$282.5K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares166,732 from 145,753
Change+20,979 (+14%)
Value$13.7M (+$2.0M)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares165,216 from 161,696
Change+3,520 (+2%)
Value$13.4M (+$14.0K)
Filed 2026-10-14
May Hill Capital, LLC
INCREASED
Shares164,851 from 159,321
Change+5,530 (+3%)
Value$13.4M (+$181.2K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares161,488 from 160,084
Change+1,404 (+1%)
Value$13.1M (-$154.9K)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares161,486 from 138,703
Change+22,783 (+16%)
Value$13.1M (+$1.6M)
Filed 2026-11-06
Winthrop Advisory Group LLC
INCREASED
Shares161,181 from 158,270
Change+2,911 (+2%)
Value$13.1M (-$29.6K)
Filed 2026-10-22
3Edge Asset Management, LP
INCREASED
Shares160,215 from 9,409
Change+150,806 (+1603%)
Value$13.0M (+$12.2M)
Filed 2026-10-30
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares160,044 from 140,597
Change+19,447 (+14%)
Value$13.0M (+$1.3M)
Filed 2026-10-30
Tarbox Family Office, Inc.
DECREASED
Shares159,724 from 164,779
Change-5,055 (-3%)
Value$13.0M (-$687.1K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares159,462 from 159,995
Change-533 (0%)
Value$12.9M (-$312.0K)
Filed 2026-11-05
KWB Wealth
DECREASED
Shares158,441 from 315,752
Change-157,311 (-50%)
Value$12.9M (-$13.3M)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED
Shares157,665 from 154,417
Change+3,248 (+2%)
Value$12.8M (+$4.2K)
Filed 2026-10-13
Nipun Capital, L.P.
NEW
Shares156,300
Change+156,300
Value$12.7M
Filed 2026-10-08
Wakefield Asset Management Lllp
INCREASED
Shares156,056 from 155,032
Change+1,024 (+1%)
Value$12.7M (-$177.3K)
Filed 2026-11-05
Single Point Partners, LLC
INCREASED
Shares155,603 from 153,639
Change+1,964 (+1%)
Value$12.6M (-$98.5K)
Filed 2026-10-19
Alliance Wealth Management Group
DECREASED
Shares155,361 from 178,341
Change-22,980 (-13%)
Value$12.6M (-$2.2M)
Filed 2026-10-29
Brooklyn FI, LLC
INCREASED
Shares154,988 from 151,615
Change+3,373 (+2%)
Value$11.6M (-$349.5K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED
Shares153,348 from 119,578
Change+33,770 (+28%)
Value$12.4M (+$2.5M)
Filed 2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares151,169 from 225,212
Change-74,043 (-33%)
Value$12.3M (-$6.4M)
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares148,354 from 134,601
Change+13,753 (+10%)
Value$12.0M (+$890.1K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares148,300 from 143,332
Change+4,968 (+3%)
Value$12.0M (+$162.4K)
Filed 2026-10-08
Fairway Wealth LLC
INCREASED
Shares147,899 from 141,333
Change+6,566 (+5%)
Value$12.0M (+$295.5K)
Filed 2026-10-30
Omega Financial Group, LLC
DECREASED
Shares147,754 from 148,609
Change-855 (-1%)
Value$12.0M (-$319.1K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares147,623 from 141,441
Change+6,182 (+4%)
Value$12.0M (+$264.1K)
Filed 2026-10-13
Oak Root LLC
UNCHANGED
Shares147,059 from 147,059
Change0 (0%)
Value$11.9M (-$247.1K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares146,561 from 148,599
Change-2,038 (-1%)
Value$11.9M (-$415.1K)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
INCREASED
Shares146,425 from 146,106
Change+319 (+0%)
Value$11.9M (-$219.6K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares146,029 from 132,157
Change+13,872 (+11%)
Value$11.9M (+$903.8K)
Filed 2026-10-02
Geneva Partners, LLC
INCREASED
Shares144,306 from 130,128
Change+14,178 (+11%)
Value$11.7M (+$932.1K)
Filed 2026-10-26
FDx Advisors, Inc.
DECREASED
Shares142,867 from 185,287
Change-42,420 (-23%)
Value$11.6M (-$3.8M)
Filed 2026-11-05
North Berkeley Wealth Management, LLC
INCREASED
Shares142,569 from 140,401
Change+2,168 (+2%)
Value$11.6M (-$59.9K)
Filed 2026-11-02
FSA Investment Group, LLC
INCREASED
Shares142,344 from 130,579
Change+11,765 (+9%)
Value$11.6M (+$735.5K)
Filed 2026-10-07
Tepp RIA, LLC
INCREASED
Shares142,038 from 95,678
Change+46,360 (+48%)
Value$11.5M (+$3.6M)
Filed 2026-10-14
Americana Partners, LLC
INCREASED
Shares140,975 from 129,616
Change+11,359 (+9%)
Value$11.4M (+$704.1K)
Filed 2026-10-28
Roth Financial Partners LLC
DECREASED
Shares139,000 from 139,413
Change-413 (0%)
Value$11.3M (-$258.1K)
Filed 2026-10-06
Cabot Wealth Management Inc
INCREASED
Shares138,107 from 137,664
Change+443 (+0%)
Value$11.2M (-$195.3K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares136,452 from 3,749
Change+132,703 (+3540%)
Value$11.1M (+$10.8M)
Filed 2026-10-30
Missouri Trust & Investment Co
DECREASED
Shares136,254 from 137,767
Change-1,513 (-1%)
Value$11.1M (+$366.3K)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares135,595 from 129,789
Change+5,806 (+4%)
Value$11.0M (+$253.2K)
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED
Shares135,477 from 136,249
Change-772 (-1%)
Value$11.0M (-$291.6K)
Filed 2026-10-23
CIBC Asset Management Inc
INCREASED
Shares135,203 from 46,139
Change+89,064 (+193%)
Value$11.0M (+$7.2M)
Filed 2026-11-05
Kelly Financial Services LLC
DECREASED
Shares134,681 from 135,016
Change-335 (0%)
Value$10.9M (-$254.0K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares134,502 from 137,183
Change-2,681 (-2%)
Value$10.9M (-$448.1K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
DECREASED
Shares133,745 from 155,450
Change-21,705 (-14%)
Value$10.9M (-$2.0M)
Filed 2026-10-06
Prospera Financial Services Inc
INCREASED
Shares132,467 from 110,108
Change+22,359 (+20%)
Value$9.8M (+$713.8K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
INCREASED
Shares130,839 from 115,753
Change+15,086 (+13%)
Value$10.6M (+$1.0M)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares130,223 from 56,266
Change+73,957 (+131%)
Value$10.6M (+$5.9M)
Filed 2026-10-21
Birchbrook, Inc.
DECREASED
Shares129,395 from 129,406
Change-11 (0%)
Value$10.5M (-$218.3K)
Filed 2026-10-14
PW Nova Financial Services LLC
INCREASED
Shares129,389 from 75,489
Change+53,900 (+71%)
Value$10.5M (+$4.2M)
Filed 2026-10-15
Endeavor Private Wealth, Inc.
INCREASED
Shares128,609 from 128,547
Change+62 (+0%)
Value$10.4M (-$211.0K)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares128,281 from 125,731
Change+2,550 (+2%)
Value$10.4M (-$4.3K)
Filed 2026-11-02
DE Burlo Group Inc
INCREASED
Shares128,250 from 127,150
Change+1,100 (+1%)
Value$10.4M (-$124.3K)
Filed 2026-11-05
Bell Investment Advisors, Inc
DECREASED
Shares127,557 from 132,373
Change-4,816 (-4%)
Value$10.4M (-$613.3K)
Filed 2026-10-29
Guidance Point Advisors, LLC
INCREASED
Shares125,464 from 122,396
Change+3,068 (+3%)
Value$10.2M (+$43.4K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares124,721 from 122,535
Change+2,186 (+2%)
Value$10.1M (-$28.4K)
Filed 2026-10-08
Fund Evaluation Group, LLC
INCREASED
Shares124,423 from 120,092
Change+4,331 (+4%)
Value$10.1M (+$149.8K)
Filed 2026-11-05
Martel Wealth Advisors LLC
DECREASED
Shares124,417 from 127,681
Change-3,264 (-3%)
Value$10.1M (-$479.4K)
Filed 2026-10-14
Bryant Woods Investment Advisors, LLC
DECREASED
Shares123,524 from 141,488
Change-17,964 (-13%)
Value$10.0M (-$1.7M)
Filed 2026-10-26
LifeWealth Investments, LLC
INCREASED
Shares122,926 from 119,829
Change+3,097 (+3%)
Value$10.0M (+$50.1K)
Filed 2026-10-21
Visa Foundation
UNCHANGED
Shares122,500 from 122,500
Change0 (0%)
Value$9.9M (-$205.8K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares122,452 from 137,989
Change-15,537 (-11%)
Value$9.9M (-$1.5M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares122,197 from 112,735
Change+9,462 (+8%)
Value$9.9M (+$578.5K)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
DECREASED
Shares121,251 from 122,464
Change-1,213 (-1%)
Value$9.8M (-$304.2K)
Filed 2026-10-13
Northern Lights Advisors, Inc.
INCREASED
Shares121,018 from 119,188
Change+1,830 (+2%)
Value$9.8M (-$51.7K)
Filed 2026-10-21
Aspirean Wealth, LLC
DECREASED
Shares120,597 from 122,164
Change-1,567 (-1%)
Value$9.8M (-$332.4K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares120,588 from 120,588
Change0 (0%)
Value$9.8M (-$202.6K)
Filed 2026-10-02
Ascent Group, LLC
DECREASED
Shares120,548 from 124,084
Change-3,536 (-3%)
Value$9.8M (-$495.4K)
Filed 2026-10-30
Financial Council, LLC
INCREASED
Shares120,494 from 113,346
Change+7,148 (+6%)
Value$9.8M (+$389.7K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares119,674 from 142,684
Change-23,010 (-16%)
Value$9.7M (-$2.1M)
Filed 2026-10-22
Riversedge Advisors, LLC
INCREASED
Shares118,004 from 4,013
Change+113,991 (+2841%)
Value$9.6M (+$9.2M)
Filed 2026-10-09
First Citizens Asset Management, Inc.
INCREASED
Shares117,376 from 111,576
Change+5,800 (+5%)
Value$9.5M (+$283.3K)
Filed 2026-11-06
Insight Wealth Strategies, LLC
DECREASED
Shares116,932 from 212,673
Change-95,741 (-45%)
Value$9.5M (-$7.7M)
Filed 2026-10-09
Axxcess Wealth Management, LLC
DECREASED
Shares116,884 from 220,518
Change-103,634 (-47%)
Value$9.5M (-$8.8M)
Filed 2026-10-21
Cornerstone Management, Inc.
INCREASED
Shares114,332 from 85,213
Change+29,119 (+34%)
Value$9.3M (+$2.2M)
Filed 2026-10-16
Bank of Stockton
DECREASED
Shares112,391 from 115,265
Change-2,874 (-2%)
Value$9.1M (-$426.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares112,287 from 107,861
Change+4,426 (+4%)
Value$8.8M (-$104.9K)
Filed 2026-10-15
Frontier Asset Management, LLC
DECREASED
Shares112,000 from 151,258
Change-39,258 (-26%)
Value$9.1M (-$3.4M)
Filed 2026-10-28
Evensky & Katz LLC
DECREASED
Shares111,226 from 115,060
Change-3,834 (-3%)
Value$9.0K (-$9.5M)
Filed 2026-10-27
First Merchants Corp
INCREASED
Shares110,999 from 105,622
Change+5,377 (+5%)
Value$9.0M (+$259.0K)
Filed 2026-10-15
Salomon & Ludwin, LLC
INCREASED
Shares110,820 from 110,644
Change+176 (+0%)
Value$9.0M (+$74.9K)
Filed 2026-10-29
Matauro, LLC
INCREASED
Shares110,770 from 77,088
Change+33,682 (+44%)
Value$9.0M (+$2.6M)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares110,362 from 99,322
Change+11,040 (+11%)
Value$9.0M (+$729.1K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
DECREASED
Shares109,506 from 109,873
Change-367 (0%)
Value$9.1M (+$322.2K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
INCREASED
Shares107,770 from 98,639
Change+9,131 (+9%)
Value$8.7M (+$575.4K)
Filed 2026-11-04
Blueprint Financial Advisors LLC
DECREASED
Shares106,627 from 142,429
Change-35,802 (-25%)
Value$8.7M (-$3.1M)
Filed 2026-10-28
Everett Harris & Co
INCREASED
Shares105,984 from 105,784
Change+200 (+0%)
Value$8.6M (-$161.5K)
Filed 2026-10-28
Boston Trust Walden Corp
INCREASED
Shares105,289 from 97,805
Change+7,484 (+8%)
Value$8.5M (+$443.1K)
Filed 2026-10-30
Crane Advisory, LLC
INCREASED
Shares105,234 from 104,012
Change+1,222 (+1%)
Value$8.8M (+$671.1K)
Filed 2026-10-13
Smart Wealth LLC
INCREASED
Shares104,943 from 56,698
Change+48,245 (+85%)
Value$8.5M (+$3.8M)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares104,562 from 101,656
Change+2,906 (+3%)
Value$8.5M (+$65.0K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
INCREASED
Shares104,282 from 95,433
Change+8,849 (+9%)
Value$7.9M (-$38.6K)
Filed 2026-10-30
Howard Bailey Securities, LLC
INCREASED
Shares103,876 from 100,749
Change+3,127 (+3%)
Value$8.4M (+$84.6K)
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares103,658 from 98,969
Change+4,689 (+5%)
Value$8.4M (+$214.4K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares103,596 from 103,320
Change+276 (+0%)
Value$8.4M (-$151.2K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares103,455 from 117,945
Change-14,490 (-12%)
Value$8.4M (-$1.4M)
Filed 2026-10-15
United Financial Planning Group LLC
DECREASED
Shares103,097 from 103,354
Change-257 (0%)
Value$8.4M (-$188.6K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares102,618 from 173,541
Change-70,923 (-41%)
Value$8.3M (-$6.0M)
Filed 2026-11-02
Portside Wealth Group, LLC
INCREASED
Shares102,420 from 96,309
Change+6,111 (+6%)
Value$8.3M (+$334.2K)
Filed 2026-10-20
Ironsides Asset Advisors, LLC
UNCHANGED
Shares102,090 from 102,090
Change0 (0%)
Value$8.3M (-$171.5K)
Filed 2026-10-20
GAM Holding AG
DECREASED
Shares101,853 from 104,249
Change-2,396 (-2%)
Value$8.3M (-$369.6K)
Filed 2026-11-03
Emergent Wealth Advisors, LLC
DECREASED
Shares101,325 from 114,971
Change-13,646 (-12%)
Value$8.2M (-$1.2M)
Filed 2026-10-09
Sentinel Advisory Group, LLC
INCREASED
Shares100,488 from 98,772
Change+1,716 (+2%)
Value$8.2M (-$26.7K)
Filed 2026-10-20
Avid Wealth Partners LLC
INCREASED
Shares100,312 from 96,827
Change+3,485 (+4%)
Value$8.1M (+$120.2K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares100,143 from 96,818
Change+3,325 (+3%)
Value$8.1M (+$107.2K)
Filed 2026-11-05
First United Bank & Trust
DECREASED
Shares100,136 from 103,235
Change-3,099 (-3%)
Value$8.1M (-$424.9K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares100,131 from 100,527
Change-396 (0%)
Value$8.1M (-$201.0K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares98,685 from 115,395
Change-16,710 (-14%)
Value$8.0M (-$1.6M)
Filed 2026-10-19
Apeiron RIA LLC
DECREASED
Shares96,556 from 112,949
Change-16,393 (-15%)
Value$7.8M (-$1.5M)
Filed 2026-10-08
Able Wealth Management LLC
INCREASED
Shares96,323 from 88,516
Change+7,807 (+9%)
Value$8.0M (+$710.0K)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares95,538 from 97,461
Change-1,923 (-2%)
Value$7.8K (-$8.1M)
Filed 2026-10-29
Sapient Capital LLC
INCREASED
Shares95,373 from 87,246
Change+8,127 (+9%)
Value$7.7M (+$513.0K)
Filed 2026-10-08
Highline Wealth Partners LLC
INCREASED
Shares94,594 from 89,572
Change+5,022 (+6%)
Value$7.7M (+$257.1K)
Filed 2026-10-19
Tabr Capital Management, LLC
DECREASED
Shares93,904 from 135,655
Change-41,751 (-31%)
Value$7.6M (-$3.6M)
Filed 2026-10-20
Stonehearth Capital Management, LLC
DECREASED
Shares93,767 from 94,505
Change-738 (-1%)
Value$7.6M (-$218.6K)
Filed 2026-10-13
McNaughton Wealth Management, LLC
INCREASED
Shares92,734 from 88,774
Change+3,960 (+4%)
Value$7.5M (+$172.3K)
Filed 2026-10-09
Conning Inc.
DECREASED
Shares91,651 from 137,998
Change-46,347 (-34%)
Value$7.4M (-$4.0M)
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares91,518 from 105,745
Change-14,227 (-13%)
Value$7.4M (-$1.3M)
Filed 2026-11-02
ARK & TLK Investments, LLC
INCREASED
Shares91,264 from 78,184
Change+13,080 (+17%)
Value$7.4M (+$930.2K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares91,262 from 88,787
Change+2,475 (+3%)
Value$7.4M (+$51.7K)
Filed 2026-11-05
TSA Wealth Managment LLC
INCREASED
Shares90,575 from 86,702
Change+3,873 (+4%)
Value$7.4M (+$168.7K)
Filed 2026-10-22
Walker Financial Services, Inc.
INCREASED
Shares90,172 from 82,973
Change+7,199 (+9%)
Value$7.3M (+$444.9K)
Filed 2026-10-26
Southern Capital Advisors, LLC
INCREASED
Shares89,627 from 84,059
Change+5,568 (+7%)
Value$7.3M (+$310.6K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares89,223 from 85,504
Change+3,719 (+4%)
Value$7.2M (+$158.2K)
Filed 2026-10-05
Aspect Partners, LLC
DECREASED
Shares88,680 from 185,185
Change-96,505 (-52%)
Value$7.2M (-$8.1M)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares87,539 from 97,096
Change-9,557 (-10%)
Value$7.1M (-$938.8K)
Filed 2026-11-04
Camelot Technology Advisors, Inc.
INCREASED
Shares87,179 from 82,972
Change+4,207 (+5%)
Value$7.1M (+$202.1K)
Filed 2026-10-09
Genesis Private Wealth, LLC
INCREASED
Shares86,637 from 74,798
Change+11,839 (+16%)
Value$7.0M (+$835.2K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares86,016 from 80,215
Change+5,801 (+7%)
Value$7.0M (+$336.0K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
DECREASED
Shares85,691 from 87,878
Change-2,187 (-2%)
Value$7.0M (-$325.1K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED
Shares85,501 from 78,765
Change+6,736 (+9%)
Value$6.9M (+$414.3K)
Filed 2026-11-04
Alliance Private Wealth, LLC
DECREASED
Shares85,111 from 88,950
Change-3,839 (-4%)
Value$6.9M (-$461.0K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
DECREASED
Shares84,384 from 86,115
Change-1,731 (-2%)
Value$6.8M (-$285.2K)
Filed 2026-10-29
Midwest Capital Advisors, LLC
INCREASED
Shares83,999 from 80,141
Change+3,858 (+5%)
Value$6.8M (+$178.5K)
Filed 2026-11-04
Harbour Capital Advisors, LLC
INCREASED
Shares83,842 from 82,652
Change+1,190 (+1%)
Value$6.8M (+$83.4K)
Filed 2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED
Shares83,780 from 83,780
Change0 (0%)
Value$6.9M ($0)
Filed 2026-10-22
Quattro Financial Advisors LLC
DECREASED
Shares83,727 from 84,579
Change-852 (-1%)
Value$6.8M (-$211.2K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares83,716 from 88,649
Change-4,933 (-6%)
Value$6.8M (-$551.2K)
Filed 2026-10-28
Beacon Capital Management, LLC
INCREASED
Shares83,118 from 56,156
Change+26,962 (+48%)
Value$6.7M (+$2.1M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares83,074 from 75,171
Change+7,903 (+11%)
Value$6.7M (+$515.1K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares83,047 from 81,565
Change+1,482 (+2%)
Value$6.7M (-$16.7K)
Filed 2026-11-06
AtlasMark Financial, Inc
INCREASED
Shares83,015 from 79,768
Change+3,247 (+4%)
Value$6.7M (+$129.5K)
Filed 2026-10-13
Northwest Wealth Management, LLC
INCREASED
Shares82,577 from 81,399
Change+1,178 (+1%)
Value$6.7M (-$41.1K)
Filed 2026-10-30
Beacon Bank & Trust
DECREASED
Shares82,321 from 85,208
Change-2,887 (-3%)
Value$6.7M (-$377.5K)
Filed 2026-10-27
Steele Capital Management, Inc.
INCREASED
Shares82,270 from 81,760
Change+510 (+1%)
Value$6.7M (-$96.0K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares82,122 from 75,871
Change+6,251 (+8%)
Value$6.7M (+$379.9K)
Filed 2026-11-05
Frisco Financial Planning LLC
DECREASED
Shares81,956 from 84,306
Change-2,350 (-3%)
Value$6.7M (-$332.4K)
Filed 2026-10-05
Greenspring Advisors, LLC
DECREASED
Shares80,548 from 81,428
Change-880 (-1%)
Value$6.5M (-$208.2K)
Filed 2026-11-05
NBH Bank
INCREASED
Shares80,018 from 77,609
Change+2,409 (+3%)
Value$6.5M (+$65.1K)
Filed 2026-11-05
Sachem Hill LLC
DECREASED
Shares79,994 from 115,729
Change-35,735 (-31%)
Value$6.5M (-$3.1M)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares79,988 from 107,096
Change-27,108 (-25%)
Value$6.1M (-$1.8M)
Filed 2026-11-02
Advus Financial Partners, LLC
INCREASED
Shares79,445 from 75,327
Change+4,118 (+5%)
Value$6.4M (+$207.7K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares79,269 from 66,390
Change+12,879 (+19%)
Value$6.4M (+$933.7K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares78,652 from 78,245
Change+407 (+1%)
Value$6.4M (-$98.4K)
Filed 2026-11-05
Marietta Wealth Management, LLC
DECREASED
Shares78,419 from 81,348
Change-2,929 (-4%)
Value$6.2M (-$572.0K)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares78,408 from 157,040
Change-78,632 (-50%)
Value$6.4M (-$6.6M)
Filed 2026-10-27
River's Edge Wealth Management, LLC
INCREASED
Shares77,999 from 62,040
Change+15,959 (+26%)
Value$6.0M (+$1.0M)
Filed 2026-10-19
Pinkerton Wealth, LLC
NEW
Shares77,723
Change+77,723
Value$6.3M
Filed 2026-10-29
Lebenthal Global Advisors, LLC
INCREASED
Shares77,622 from 76,834
Change+788 (+1%)
Value$6.3M (-$65.2K)
Filed 2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares77,496 from 106,815
Change-29,319 (-27%)
Value$6.3M (-$2.6M)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares76,801 from 66,398
Change+10,403 (+16%)
Value$6.2M (+$732.7K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares76,765 from 94,130
Change-17,365 (-18%)
Value$6.2M (-$1.6M)
Filed 2026-11-04
Lodestar Private Asset Management LLC
INCREASED
Shares76,061 from 49,829
Change+26,232 (+53%)
Value$6.2M (+$2.0M)
Filed 2026-10-26
Sage Rhino Capital LLC
INCREASED
Shares75,956 from 75,558
Change+398 (+1%)
Value$6.2M (-$94.6K)
Filed 2026-10-28
James J. Burns & Company, LLC
DECREASED
Shares75,762 from 77,652
Change-1,890 (-2%)
Value$6.1M (-$283.9K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares75,608 from 91,492
Change-15,884 (-17%)
Value$6.1M (-$1.4M)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares75,074 from 65,833
Change+9,241 (+14%)
Value$6.1M (+$641.0K)
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares74,748 from 70,714
Change+4,034 (+6%)
Value$6.1M (+$208.6K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares74,293 from 72,202
Change+2,091 (+3%)
Value$6.0M (+$48.4K)
Filed 2026-10-20
True Freedom Investing, LLC
NEW
Shares74,143
Change+74,143
Value$6.0M
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares73,566 from 73,818
Change-252 (0%)
Value$6.0M (-$144.5K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
DECREASED
Shares73,048 from 77,032
Change-3,984 (-5%)
Value$5.9M (-$452.8K)
Filed 2026-10-13
Winthrop Capital Management, LLC
DECREASED
Shares72,723 from 74,280
Change-1,557 (-2%)
Value$5.9M (-$250.8K)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares72,702 from 71,889
Change+813 (+1%)
Value$5.9M (-$54.8K)
Filed 2026-10-28
Alterna Wealth Management, Inc
INCREASED
Shares72,645 from 72,316
Change+329 (+0%)
Value$5.9M (-$94.8K)
Filed 2026-10-27
Stone Summit Wealth LLC
INCREASED
Shares72,572 from 69,297
Change+3,275 (+5%)
Value$5.9M (+$149.4K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares72,094 from 71,709
Change+385 (+1%)
Value$5.9M (-$89.2K)
Filed 2026-10-23
S. R. Schill & Associates
INCREASED
Shares71,885 from 71,326
Change+559 (+1%)
Value$5.8M (-$74.5K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares71,610 from 69,711
Change+1,899 (+3%)
Value$5.8M (+$37.0K)
Filed 2026-11-03
Smith Salley Wealth Management
DECREASED
Shares71,349 from 71,358
Change-9 (0%)
Value$5.8M (-$120.6K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares71,304 from 67,757
Change+3,547 (+5%)
Value$5.8K (-$5.6M)
Filed 2026-10-28
Summitas Investment Management LLC
DECREASED
Shares70,825 from 71,281
Change-456 (-1%)
Value$5.7M (-$156.8K)
Filed 2026-10-16
Polaris Investment Advisors, LLC
DECREASED
Shares70,716 from 85,002
Change-14,286 (-17%)
Value$5.7M (-$1.3M)
Filed 2026-10-20
Amitell Capital Pte Ltd
UNCHANGED
Shares70,600 from 70,600
Change0 (0%)
Value$5.7M (-$118.6K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares70,588 from 67,867
Change+2,721 (+4%)
Value$5.7M (+$106.8K)
Filed 2026-10-15
Layline Advisors, LLC
DECREASED
Shares70,255 from 70,835
Change-580 (-1%)
Value$5.7M (-$166.1K)
Filed 2026-11-02
Morling Financial Advisors, LLC
INCREASED
Shares70,166 from 67,701
Change+2,465 (+4%)
Value$5.7M (+$86.4K)
Filed 2026-10-28
Foundry Financial Group, Inc.
INCREASED
Shares70,099 from 68,675
Change+1,424 (+2%)
Value$5.7M (+$197)
Filed 2026-10-28
Montgomery Financial Services LLC
INCREASED
Shares69,882 from 66,280
Change+3,602 (+5%)
Value$5.7M (+$181.0K)
Filed 2026-11-03
Fire Capital Management LLC
INCREASED
Shares69,124 from 25,343
Change+43,781 (+173%)
Value$5.6M (+$3.5M)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares68,626 from 42,064
Change+26,562 (+63%)
Value$5.6M (+$2.1M)
Filed 2026-11-05
Peak Wealth Management LLC
INCREASED
Shares68,488 from 66,707
Change+1,781 (+3%)
Value$5.3M (-$227.1K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
DECREASED
Shares68,025 from 75,087
Change-7,062 (-9%)
Value$5.5M (-$699.3K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
INCREASED
Shares67,698 from 65,957
Change+1,741 (+3%)
Value$5.5M (+$30.5K)
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares67,353 from 25,674
Change+41,679 (+162%)
Value$5.5M (+$3.3M)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
INCREASED
Shares66,598 from 794
Change+65,804 (+8288%)
Value$5.4M (+$5.3M)
Filed 2026-10-15
Eastern Bank
DECREASED
Shares66,578 from 119,079
Change-52,501 (-44%)
Value$5.4M (-$4.5M)
Filed 2026-10-05
Life Planning Partners, Inc
DECREASED
Shares66,498 from 74,126
Change-7,628 (-10%)
Value$5.4M (-$743.6K)
Filed 2026-10-28
Cypress Financial Planning LLC
INCREASED
Shares66,073 from 61,000
Change+5,073 (+8%)
Value$5.4M (+$309.2K)
Filed 2026-10-09
NorthLanding Financial Partners, LLC
DECREASED
Shares65,830 from 67,592
Change-1,762 (-3%)
Value$5.3M (-$256.5K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares65,552 from 107,695
Change-42,143 (-39%)
Value$5.3M (-$3.6M)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares65,325 from 73,898
Change-8,573 (-12%)
Value$5.3M (-$832.5K)
Filed 2026-10-23
Orrstown Financial Services Inc
INCREASED
Shares64,318 from 63,869
Change+449 (+1%)
Value$5.2M (-$70.9K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares64,235 from 72,360
Change-8,125 (-11%)
Value$5.2M (-$699.9K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares64,071 from 57,654
Change+6,417 (+11%)
Value$5.2M (+$423.9K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares63,957 from 14,660
Change+49,297 (+336%)
Value$5.2M (+$4.0M)
Filed 2026-10-19
Purewater Capital LLC
INCREASED
Shares62,909 from 62,027
Change+882 (+1%)
Value$5.1M (-$32.7K)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares62,862 from 273
Change+62,589 (+22926%)
Value$5.1M (+$5.1M)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares62,689 from 61,619
Change+1,070 (+2%)
Value$5.1M (-$16.7K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares62,490 from 62,209
Change+281 (+0%)
Value$4.6M (-$242.9K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
DECREASED
Shares62,458 from 64,105
Change-1,647 (-3%)
Value$5.1M (-$241.3K)
Filed 2026-11-03
Rodgers & Associates, LTD
INCREASED
Shares62,221 from 61,963
Change+258 (+0%)
Value$5.0M (-$83.2K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares61,986 from 54,718
Change+7,268 (+13%)
Value$5.0M (+$497.9K)
Filed 2026-10-20
City of London Investment Management Co LTD
INCREASED
Shares61,908 from 35,008
Change+26,900 (+77%)
Value$5.0M (+$2.1M)
Filed 2026-10-30
Intergy Private Wealth, LLC
INCREASED
Shares61,862 from 59,774
Change+2,088 (+3%)
Value$5.0M (+$69.1K)
Filed 2026-10-16
EPG Wealth Management LLC
INCREASED
Shares61,743 from 61,031
Change+712 (+1%)
Value$5.0M (-$44.7K)
Filed 2026-11-03
Box Hill Private Wealth LLC
INCREASED
Shares61,147 from 59,156
Change+1,991 (+3%)
Value$5.0M (+$62.2K)
Filed 2026-10-05
Arbor Investment Advisors, LLC
DECREASED
Shares60,982 from 64,030
Change-3,048 (-5%)
Value$4.9M (-$354.9K)
Filed 2026-10-26
Nova R Wealth, Inc.
DECREASED
Shares60,828 from 61,372
Change-544 (-1%)
Value$4.9M (-$147.3K)
Filed 2026-10-26
Invera Wealth Advisors, LLC
INCREASED
Shares60,583 from 58,553
Change+2,030 (+3%)
Value$4.9M (+$66.4K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares60,473 from 57,486
Change+2,987 (+5%)
Value$4.9M (+$145.8K)
Filed 2026-10-07
Caliber Wealth Management, LLC / KS
INCREASED
Shares60,426 from 60,211
Change+215 (+0%)
Value$4.9M (-$83.7K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares60,123 from 61,073
Change-950 (-2%)
Value$4.9M (-$179.7K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares60,109 from 66,660
Change-6,551 (-10%)
Value$4.9M (-$643.7K)
Filed 2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED
Shares60,103 from 103,630
Change-43,527 (-42%)
Value$4.9M (-$3.7M)
Filed 2026-10-29
New Hampshire Trust
DECREASED
Shares59,827 from 62,226
Change-2,399 (-4%)
Value$4.9M (-$299.2K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
INCREASED
Shares59,529 from 59,487
Change+42 (+0%)
Value$4.8M (-$96.5K)
Filed 2026-10-28
Blue Square Asset Management, LLC
INCREASED
Shares59,412 from 55,250
Change+4,162 (+8%)
Value$4.8M (+$245.0K)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares59,411 from 56,105
Change+3,306 (+6%)
Value$4.8M (+$176.5K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares59,380 from 71,124
Change-11,744 (-17%)
Value$4.8M (-$1.1M)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares58,843 from 58,260
Change+583 (+1%)
Value$4.8M (-$50.6K)
Filed 2026-10-22
Financial Counselors Inc
INCREASED
Shares58,146 from 55,345
Change+2,801 (+5%)
Value$4.7M (+$134.3K)
Filed 2026-10-22
Latigo Investments, LLC
NEW
Shares58,121
Change+58,121
Value$4.7M
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares58,061 from 55,915
Change+2,146 (+4%)
Value$4.7M (+$80.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares57,908 from 74,065
Change-16,157 (-22%)
Value$4.7M (-$1.4M)
Filed 2026-10-08
Aureum Wealth Management, LLC
DECREASED
Shares56,512 from 57,628
Change-1,116 (-2%)
Value$4.6M (-$187.4K)
Filed 2026-10-15
FWG Investments, Llc.
INCREASED
Shares56,476 from 56,294
Change+182 (+0%)
Value$4.6M (-$79.9K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares56,193 from 189,162
Change-132,969 (-70%)
Value$4.6M (-$11.1M)
Filed 2026-10-28
Diversified Enterprises, LLC
INCREASED
Shares56,001 from 51,765
Change+4,236 (+8%)
Value$4.5M (+$256.8K)
Filed 2026-10-19
Vericrest Private Wealth
DECREASED
Shares55,986 from 58,395
Change-2,409 (-4%)
Value$4.5M (-$293.6K)
Filed 2026-10-21
MMA Asset Management LLC
INCREASED
Shares55,976 from 54,030
Change+1,946 (+4%)
Value$4.5M (+$67.2K)
Filed 2026-11-02
A4 Wealth Advisors LLC
INCREASED
Shares55,712 from 51,294
Change+4,418 (+9%)
Value$4.5M (+$272.4K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares55,653 from 61,961
Change-6,308 (-10%)
Value$4.5M (-$616.1K)
Filed 2026-11-02
Grove Street Fiduciary, LLC
NEW
Shares55,646
Change+55,646
Value$4.5M
Filed 2026-10-13
Aerodigm Wealth, LLC
DECREASED
Shares55,504 from 56,420
Change-916 (-2%)
Value$4.5M (-$169.2K)
Filed 2026-10-16
Cypress Wealth Services, LLC
DECREASED
Shares55,006 from 82,503
Change-27,497 (-33%)
Value$4.5M (-$2.3M)
Filed 2026-10-21
Norris Perne & French LLP
INCREASED
Shares54,945 from 54,208
Change+737 (+1%)
Value$4.5M (-$31.3K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares54,917 from 52,520
Change+2,397 (+5%)
Value$4.5M (+$106.3K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares54,628 from 79,559
Change-24,931 (-31%)
Value$4.4M (-$2.2M)
Filed 2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares54,574 from 56,842
Change-2,268 (-4%)
Value$4.4M (-$279.6K)
Filed 2026-10-21
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares54,197 from 54,336
Change-139 (0%)
Value$4.4M (-$102.6K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
DECREASED
Shares54,118 from 61,809
Change-7,691 (-12%)
Value$4.4M (-$728.1K)
Filed 2026-10-07
WealthPLAN Partners, LLC
INCREASED
Shares53,797 from 40,217
Change+13,580 (+34%)
Value$4.4M (+$1.0M)
Filed 2026-10-15
Lantz Financial LLC
DECREASED
Shares53,604 from 71,637
Change-18,033 (-25%)
Value$4.4M (-$1.6M)
Filed 2026-10-15
Sunburst Financial Group, LLC
DECREASED
Shares53,299 from 53,373
Change-74 (0%)
Value$4.3M (-$95.7K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
INCREASED
Shares53,236 from 50,784
Change+2,452 (+5%)
Value$4.3M (+$113.7K)
Filed 2026-11-03
LAM Group, Inc.
UNCHANGED
Shares53,215 from 53,215
Change0 (0%)
Value$4.3M (-$89.4K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares52,932 from 50,806
Change+2,126 (+4%)
Value$4.3M (+$87.3K)
Filed 2026-10-29
Wetzel Investment Advisors, Inc.
DECREASED
Shares52,030 from 52,943
Change-913 (-2%)
Value$4.2M (-$163.0K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares51,865 from 12,539
Change+39,326 (+314%)
Value$4.2M (+$3.2M)
Filed 2026-11-02
RF&L Wealth Management, LLC
INCREASED
Shares51,774 from 51,614
Change+160 (+0%)
Value$4.2M (-$73.7K)
Filed 2026-10-20
Balefire, LLC
INCREASED
Shares51,736 from 43,882
Change+7,854 (+18%)
Value$4.2M (+$563.8K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares51,396 from 53,936
Change-2,540 (-5%)
Value$4.2M (-$296.8K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares50,914 from 46,011
Change+4,903 (+11%)
Value$4.1M (+$320.7K)
Filed 2026-10-14
Highland Capital Management, LLC
DECREASED
Shares50,478 from 51,492
Change-1,014 (-2%)
Value$4.1M (-$168.8K)
Filed 2026-10-26
FAI Advisors, Inc.
INCREASED
Shares50,394 from 24,835
Change+25,559 (+103%)
Value$4.1M (+$2.0M)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares50,062 from 328,065
Change-278,003 (-85%)
Value$4.1K (-$27.2M)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares49,509 from 49,841
Change-332 (-1%)
Value$4.0M (-$109.2K)
Filed 2026-10-14
Motive Wealth Advisors
DECREASED
Shares49,385 from 49,760
Change-375 (-1%)
Value$4.0M (-$114.0K)
Filed 2026-10-26
Skyline Advisors, Inc.
INCREASED
Shares49,234 from 46,219
Change+3,015 (+7%)
Value$4.0M (+$167.0K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares49,054 from 51,945
Change-2,891 (-6%)
Value$4.0M (-$322.0K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares48,668 from 48,438
Change+230 (+0%)
Value$3.9M (-$62.7K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares48,578 from 48,521
Change+57 (+0%)
Value$3.9M (-$61.4K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares48,408 from 44,223
Change+4,185 (+9%)
Value$3.9M (+$239.7K)
Filed 2026-10-13
Wealth Management Partners, LLC
INCREASED
Shares48,115 from 39,390
Change+8,725 (+22%)
Value$3.9M (+$641.9K)
Filed 2026-10-21
McCarley & Cook Financial Planners
INCREASED
Shares48,032 from 46,474
Change+1,558 (+3%)
Value$3.9M (+$48.4K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares47,958 from 50,566
Change-2,608 (-5%)
Value$3.9M (-$296.6K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares47,800 from 48,632
Change-832 (-2%)
Value$3.9M (-$149.2K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares47,541 from 112,974
Change-65,433 (-58%)
Value$3.9M (-$5.4M)
Filed 2026-10-29
Smithbridge Asset Management Inc
DECREASED
Shares47,193 from 48,589
Change-1,396 (-3%)
Value$3.8M (-$194.9K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares46,923 from 55,487
Change-8,564 (-15%)
Value$3.8M (-$788.3K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares46,838 from 31,527
Change+15,311 (+49%)
Value$3.8M (+$1.6M)
Filed 2026-10-13
Sweeney & Michel, LLC
DECREASED
Shares45,973 from 48,407
Change-2,434 (-5%)
Value$3.7M (-$140.9K)
Filed 2026-10-16
Blue Fin Capital, Inc.
INCREASED
Shares45,380 from 44,014
Change+1,366 (+3%)
Value$3.7M (+$36.9K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares45,368 from 45,307
Change+61 (+0%)
Value$3.7M (-$71.2K)
Filed 2026-10-19
M Holdings Securities, Inc.
DECREASED
Shares45,252 from 47,078
Change-1,826 (-4%)
Value$3.5K (-$3.9M)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares44,694 from 44,890
Change-196 (0%)
Value$3.6M (-$91.3K)
Filed 2026-10-21
One Wealth Capital Management, LLC
DECREASED
Shares44,484 from 92,849
Change-48,365 (-52%)
Value$3.6M (-$4.1M)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares44,203 from 37,704
Change+6,499 (+17%)
Value$3.6M (+$464.1K)
Filed 2026-10-29
James Hambro & Partners LLP
NEW
Shares44,016
Change+44,016
Value$3.6M
Filed 2026-10-19
Horst & Graben Wealth Management LLC
INCREASED
Shares43,814 from 42,914
Change+900 (+2%)
Value$3.6M (+$95.9K)
Filed 2026-11-02
Forbes Financial Planning, Inc.
DECREASED
Shares43,623 from 44,377
Change-754 (-2%)
Value$3.5M (-$135.7K)
Filed 2026-10-23
TBH Global Asset Management, LLC
INCREASED
Shares43,287 from 34,296
Change+8,991 (+26%)
Value$3.8M (+$937.0K)
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares42,796 from 60,475
Change-17,679 (-29%)
Value$3.5M (-$1.5M)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares42,128 from 41,371
Change+757 (+2%)
Value$3.4M (-$8.1K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares41,987 from 38,998
Change+2,989 (+8%)
Value$3.4M (+$177.1K)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
DECREASED
Shares41,943 from 42,248
Change-305 (-1%)
Value$3.4M (-$95.7K)
Filed 2026-10-20
WealthCare Investment Partners, LLC
INCREASED
Shares41,756 from 35,391
Change+6,365 (+18%)
Value$3.4M (+$457.1K)
Filed 2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares41,345 from 41,345
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-13
Busey Bank
DECREASED
Shares41,084 from 41,369
Change-285 (-1%)
Value$3.3M (-$92.6K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
INCREASED
Shares41,073 from 40,061
Change+1,012 (+3%)
Value$3.3M (+$14.8K)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares40,966 from 39,487
Change+1,479 (+4%)
Value$3.3M (+$53.7K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares40,862 from 42,785
Change-1,923 (-4%)
Value$3.3M (-$25.5K)
Filed 2026-10-26
Worth Asset Management, LLC
NEW
Shares40,705
Change+40,705
Value$3.3M
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares40,563 from 38,361
Change+2,202 (+6%)
Value$3.3M (+$114.3K)
Filed 2026-11-04
Core Wealth Advisors, LLC
DECREASED
Shares40,293 from 68,445
Change-28,152 (-41%)
Value$3.3M (-$2.4M)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares40,282 from 44,514
Change-4,232 (-10%)
Value$3.3K (-$3.7M)
Filed 2026-10-22
Alpha Omega Wealth Management LLC
DECREASED
Shares40,273 from 42,793
Change-2,520 (-6%)
Value$3.3M (-$276.4K)
Filed 2026-10-23
Verus Capital Partners, LLC
DECREASED
Shares40,243 from 49,722
Change-9,479 (-19%)
Value$3.3M (-$852.8K)
Filed 2026-11-03
Quartz Partners, LLC
INCREASED
Shares39,951 from 24,489
Change+15,462 (+63%)
Value$3.2M (+$1.2M)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares39,798 from 41,327
Change-1,529 (-4%)
Value$3.2M (-$193.5K)
Filed 2026-10-23
Essential Planning, Llc.
INCREASED
Shares39,725 from 34,102
Change+5,623 (+16%)
Value$3.2M (+$399.1K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares39,664 from 40,852
Change-1,188 (-3%)
Value$3.2M (-$165.0K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares39,386
Change+39,386
Value$3.2M
Filed 2026-10-19
Diversified Portfolios, Inc.
DECREASED
Shares39,373 from 40,006
Change-633 (-2%)
Value$3.2M (-$118.6K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED
Shares39,042 from 34,208
Change+4,834 (+14%)
Value$3.2M (+$334.9K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares38,593 from 38,321
Change+272 (+1%)
Value$3.1M (-$42.3K)
Filed 2026-10-20
Cypress Capital Group
INCREASED
Shares38,500 from 35,363
Change+3,137 (+9%)
Value$3.1M (+$195.2K)
Filed 2026-11-03
Spartan Planning & Wealth Management
DECREASED
Shares38,323 from 41,846
Change-3,523 (-8%)
Value$3.1M (-$356.3K)
Filed 2026-10-13
Myriad Asset Management US LP
DECREASED
Shares38,231 from 165,452
Change-127,221 (-77%)
Value$3.1M (-$10.6M)
Filed 2026-11-03
Stevens Capital Partners
DECREASED
Shares38,019 from 39,053
Change-1,034 (-3%)
Value$3.1M (-$149.5K)
Filed 2026-10-29
Clarus Wealth Advisors
INCREASED
Shares37,875 from 36,303
Change+1,572 (+4%)
Value$3.1M (+$167.9K)
Filed 2026-10-13
Allstreet Capital Advisors LLC
DECREASED
Shares37,873 from 38,431
Change-558 (-1%)
Value$3.1M (-$109.9K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares37,661 from 43,156
Change-5,495 (-13%)
Value$3.1M (-$518.5K)
Filed 2026-10-14
Baron Financial Group, LLC
DECREASED
Shares37,601 from 37,692
Change-91 (0%)
Value$3.1M (-$70.7K)
Filed 2026-10-09
Hoxton Planning & Management, LLC
DECREASED
Shares37,478 from 55,304
Change-17,826 (-32%)
Value$3.0M (-$1.5M)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares37,477 from 38,838
Change-1,361 (-3%)
Value$3.0M (-$175.8K)
Filed 2026-10-19
Sepio Capital, LP
DECREASED
Shares37,418 from 37,419
Change-1 (0%)
Value$3.0M (-$62.9K)
Filed 2026-10-22
Vilga Financial Planning LLC
DECREASED
Shares37,068 from 38,184
Change-1,116 (-3%)
Value$3.0M (-$154.7K)
Filed 2026-10-09
Mann Financial Group, Inc.
DECREASED
Shares36,992 from 44,585
Change-7,593 (-17%)
Value$3.0M (-$691.2K)
Filed 2026-10-15
Parcion Private Wealth LLC
UNCHANGED
Shares36,902 from 36,902
Change0 (0%)
Value$3.0M (-$62.0K)
Filed 2026-10-28
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares36,823 from 37,417
Change-594 (-2%)
Value$3.0M (-$111.0K)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares36,699 from 36,615
Change+84 (+0%)
Value$3.0M (-$54.7K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares36,536 from 42,358
Change-5,822 (-14%)
Value$3.0M (-$543.7K)
Filed 2026-10-13
Nilsine Partners, LLC
INCREASED
Shares36,493 from 36,373
Change+120 (+0%)
Value$3.0M (-$51.4K)
Filed 2026-11-02
Leeward Financial Partners, LLC
INCREASED
Shares36,279 from 35,994
Change+285 (+1%)
Value$2.9M (-$37.3K)
Filed 2026-10-23
Wealth Quarterback LLC
INCREASED
Shares35,959 from 34,993
Change+966 (+3%)
Value$2.9M (+$19.6K)
Filed 2026-10-20
Essential Partners LLC
INCREASED
Shares35,611 from 34,708
Change+903 (+3%)
Value$2.9M (+$15.0K)
Filed 2026-10-14
Renasant Bank
INCREASED
Shares35,464 from 34,923
Change+541 (+2%)
Value$2.9M (-$14.8K)
Filed 2026-11-05
AA Financial Advisors, LLC
DECREASED
Shares35,310 from 36,652
Change-1,342 (-4%)
Value$2.9M (-$170.5K)
Filed 2026-10-19
Ddfg, Inc
INCREASED
Shares35,288 from 33,447
Change+1,841 (+6%)
Value$2.9M (+$93.2K)
Filed 2026-10-15
BCS Wealth Management
INCREASED
Shares35,121 from 34,154
Change+967 (+3%)
Value$2.9M (+$21.1K)
Filed 2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED
Shares35,095 from 35,095
Change0 (0%)
Value$2.8M (-$59.0K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares34,978 from 27,803
Change+7,175 (+26%)
Value$2.8M (+$535.6K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED
Shares34,877 from 35,075
Change-198 (-1%)
Value$2.8M (-$75.0K)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares34,841 from 43,781
Change-8,940 (-20%)
Value$2.8M (-$799.1K)
Filed 2026-10-08
Verus Wealth Management, LLC
DECREASED
Shares34,745 from 35,045
Change-300 (-1%)
Value$2.8M (-$83.2K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares34,403 from 30,548
Change+3,855 (+13%)
Value$2.6M (+$209.2K)
Filed 2026-10-27
Gilbert Capital Group, Inc.
DECREASED
Shares34,304 from 35,724
Change-1,420 (-4%)
Value$2.8M (-$175.3K)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares34,229 from 28,308
Change+5,921 (+21%)
Value$2.8M (+$433.0K)
Filed 2026-10-21
Armor Investment Advisors, LLC
INCREASED
Shares34,166 from 33,956
Change+210 (+1%)
Value$2.8M (-$40.0K)
Filed 2026-10-27
Lpwm LLC
INCREASED
Shares34,161 from 33,003
Change+1,158 (+4%)
Value$2.8M (+$38.5K)
Filed 2026-10-20
Legacy Bridge, LLC
DECREASED
Shares34,126 from 34,421
Change-295 (-1%)
Value$2.8M (-$81.8K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares33,959 from 33,703
Change+256 (+1%)
Value$2.8K (-$2.8M)
Filed 2026-10-14
Cove Private Wealth, LLC
INCREASED
Shares33,869 from 30,881
Change+2,988 (+10%)
Value$2.7M (+$190.6K)
Filed 2026-10-28
OAK Family Advisors, LLC
DECREASED
Shares33,792 from 42,303
Change-8,511 (-20%)
Value$2.7M (-$761.8K)
Filed 2026-10-19
Islay Capital Management, LLC
DECREASED
Shares33,702 from 47,543
Change-13,841 (-29%)
Value$2.7M (-$1.2M)
Filed 2026-10-20
Darrow Company, Inc.
DECREASED
Shares33,524 from 33,894
Change-370 (-1%)
Value$2.7M (-$87.0K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares33,442 from 30,650
Change+2,792 (+9%)
Value$2.7M (+$175.1K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares33,380 from 32,968
Change+412 (+1%)
Value$2.7M (-$21.9K)
Filed 2026-10-27
Absolute Capital Management, LLC
DECREASED
Shares33,307 from 49,806
Change-16,499 (-33%)
Value$2.7M (-$1.4M)
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares33,251 from 33,474
Change-223 (-1%)
Value$2.7M (-$74.3K)
Filed 2026-10-08
Berman McAleer LLC
DECREASED
Shares33,128 from 33,298
Change-170 (-1%)
Value$2.7M (-$69.7K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
DECREASED
Shares33,050 from 33,382
Change-332 (-1%)
Value$2.7M (-$83.0K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares32,867 from 34,685
Change-1,818 (-5%)
Value$2.7M (-$205.8K)
Filed 2026-10-27
Charles Schwab Trust Co
DECREASED
Shares32,758 from 33,095
Change-337 (-1%)
Value$2.7M (-$83.0K)
Filed 2026-10-15
Ticino Wealth
INCREASED
Shares32,578 from 31,655
Change+923 (+3%)
Value$2.6M (+$21.7K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares32,444 from 31,909
Change+535 (+2%)
Value$2.6M (-$10.2K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares32,224 from 32,217
Change+7 (+0%)
Value$2.6M (-$30.0K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares31,856 from 26,337
Change+5,519 (+21%)
Value$2.6M (+$403.7K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares31,438 from 28,944
Change+2,494 (+9%)
Value$2.6M (+$153.8K)
Filed 2026-10-14
Arcadia Wealth Management, LLC
INCREASED
Shares31,296 from 21,893
Change+9,403 (+43%)
Value$2.5M (+$726.4K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares31,112 from 28,657
Change+2,455 (+9%)
Value$2.5M (+$151.1K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares30,861 from 26,828
Change+4,033 (+15%)
Value$2.5M (+$282.2K)
Filed 2026-10-26
Well Done, LLC
INCREASED
Shares30,818 from 23,721
Change+7,097 (+30%)
Value$2.5M (+$536.1K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares30,751 from 32,678
Change-1,927 (-6%)
Value$2.5M (-$211.3K)
Filed 2026-10-30
Linscomb Wealth, Inc.
INCREASED
Shares30,739 from 24,494
Change+6,245 (+26%)
Value$2.5M (+$465.7K)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares30,529 from 30,529
Change0 (0%)
Value$2.5M (-$51.3K)
Filed 2026-10-28
Bahl & Gaynor LLC
DECREASED
Shares30,482 from 31,504
Change-1,022 (-3%)
Value$2.5M (-$135.9K)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares30,463 from 30,827
Change-364 (-1%)
Value$2.5M (-$81.3K)
Filed 2026-11-05
Moneywise, Inc.
DECREASED
Shares30,456 from 40,201
Change-9,745 (-24%)
Value$2.5M (-$858.4K)
Filed 2026-10-30
Gen-Wealth Partners Inc
DECREASED
Shares30,422 from 48,334
Change-17,912 (-37%)
Value$2.5M (-$1.5M)
Filed 2026-11-04
Van Cleef Asset Management,Inc
DECREASED
Shares30,245 from 30,865
Change-620 (-2%)
Value$2.5M (-$102.2K)
Filed 2026-10-20
Able Financial Group, LLC
INCREASED
Shares30,211 from 29,529
Change+682 (+2%)
Value$2.5M (+$5.7K)
Filed 2026-10-14
Clayton Financial Group LLC
INCREASED
Shares30,204 from 28,827
Change+1,377 (+5%)
Value$2.5M (+$63.3K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
DECREASED
Shares30,174 from 31,809
Change-1,635 (-5%)
Value$2.4M (-$186.1K)
Filed 2026-10-26
TFB Advisors LLC
DECREASED
Shares29,909 from 31,183
Change-1,274 (-4%)
Value$2.4M (-$155.8K)
Filed 2026-11-02
Keystone Global Partners, LLC
INCREASED
Shares29,850 from 26,032
Change+3,818 (+15%)
Value$2.4M (+$266.1K)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares29,838 from 21,958
Change+7,880 (+36%)
Value$2.4M (+$602.7K)
Filed 2026-10-16
ADE, LLC
INCREASED
Shares29,826 from 27,557
Change+2,269 (+8%)
Value$2.4M (+$137.8K)
Filed 2026-10-29
Boyd Wealth Management, LLC
UNCHANGED
Shares29,817 from 29,817
Change0 (0%)
Value$2.4M (-$50.1K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares29,567 from 27,045
Change+2,522 (+9%)
Value$2.4M (+$159.3K)
Filed 2026-11-02
Rose Capital Advisors LLC
NEW
Shares29,468
Change+29,468
Value$2.4M
Filed 2026-11-04
Chesley Taft & Associates LLC
DECREASED
Shares29,277 from 30,610
Change-1,333 (-4%)
Value$2.4M (-$159.6K)
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares29,133 from 29,325
Change-192 (-1%)
Value$2.3M (-$47.6K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
INCREASED
Shares29,085 from 28,485
Change+600 (+2%)
Value$2.4M (+$841)
Filed 2026-11-03
Puff Wealth Management, LLC
INCREASED
Shares28,597 from 24,958
Change+3,639 (+15%)
Value$2.3M (+$253.4K)
Filed 2026-10-07
1900 Wealth Management LLC
INCREASED
Shares28,446 from 28,046
Change+400 (+1%)
Value$2.3M (-$14.7K)
Filed 2026-10-13
Tanager Wealth Management LLP
INCREASED
Shares28,399 from 27,820
Change+579 (+2%)
Value$2.3M (+$254)
Filed 2026-10-19
4Thought Financial Group Inc.
DECREASED
Shares28,249 from 31,074
Change-2,825 (-9%)
Value$2.3M (-$281.5K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
DECREASED
Shares28,141 from 56,585
Change-28,444 (-50%)
Value$2.3M (-$2.4M)
Filed 2026-10-26
Hudson Oak Wealth Advisory LLC
DECREASED
Shares28,034 from 28,786
Change-752 (-3%)
Value$2.3M (-$109.4K)
Filed 2026-10-16
Jordan Park Trust Co LLC
UNCHANGED
Shares27,958 from 27,958
Change0 (0%)
Value$2.3M (-$47.0K)
Filed 2026-10-19
Aventus Investment Advisors, Inc.
INCREASED
Shares27,741 from 27,615
Change+126 (+0%)
Value$2.3M (-$36.2K)
Filed 2026-10-09
Summit Place Financial Advisors, LLC
DECREASED
Shares27,496 from 27,927
Change-431 (-2%)
Value$2.2M (-$81.9K)
Filed 2026-10-23
Optima Capital LLC
NEW
Shares27,390
Change+27,390
Value$2.2M
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares27,361 from 24,098
Change+3,263 (+14%)
Value$2.2M (+$224.3K)
Filed 2026-10-21
Joel Adams & Associates, Inc.
DECREASED
Shares27,195 from 27,460
Change-265 (-1%)
Value$2.2M (-$67.6K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares27,181 from 25,907
Change+1,274 (+5%)
Value$2.2M (+$59.9K)
Filed 2026-10-22
Ameliora Wealth Management Ltd.
NEW
Shares26,909
Change+26,909
Value$2.2M
Filed 2026-10-23
Variant Private Wealth, LLC
INCREASED
Shares26,909 from 26,490
Change+419 (+2%)
Value$2.2M (-$10.5K)
Filed 2026-10-21
MKD Wealth Coaches, LLC
DECREASED
Shares26,877 from 26,946
Change-69 (0%)
Value$2.2M (-$50.9K)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares26,869 from 14,697
Change+12,172 (+83%)
Value$2.2M (+$963.2K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares26,775 from 26,276
Change+499 (+2%)
Value$2.2M (-$3.7K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
INCREASED
Shares26,721 from 25,140
Change+1,581 (+6%)
Value$2.2M (+$86.1K)
Filed 2026-10-16
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares26,635 from 30,352
Change-3,717 (-12%)
Value$2.2M (-$352.7K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares26,612 from 38,038
Change-11,426 (-30%)
Value$2.2M (-$991.3K)
Filed 2026-10-19
Carrera Capital Advisors
DECREASED
Shares26,559 from 27,971
Change-1,412 (-5%)
Value$2.2M (-$161.7K)
Filed 2026-11-03
Granville Capital, Inc.
DECREASED
Shares26,493 from 33,507
Change-7,014 (-21%)
Value$2.2M (-$625.5K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares26,380 from 24,843
Change+1,537 (+6%)
Value$2.1M (+$83.0K)
Filed 2026-10-21
Redw Wealth LLC
DECREASED
Shares26,335 from 28,378
Change-2,043 (-7%)
Value$2.1M (-$213.5K)
Filed 2026-11-02
Duncker Streett & Co Inc
INCREASED
Shares26,252 from 25,252
Change+1,000 (+4%)
Value$2.1M (+$38.7K)
Filed 2026-10-27
Trueblood Wealth Management, LLC
INCREASED
Shares26,169 from 24,668
Change+1,501 (+6%)
Value$2.1M (+$80.4K)
Filed 2026-10-23
FF Advisors,LLC
INCREASED
Shares26,145 from 23,426
Change+2,719 (+12%)
Value$2.1M (+$181.3K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares25,840 from 24,001
Change+1,839 (+8%)
Value$2.1M (+$108.9K)
Filed 2026-10-26
Richmond Investment Services, LLC
DECREASED
Shares25,782 from 27,427
Change-1,645 (-6%)
Value$2.1M (-$179.6K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares25,742 from 25,573
Change+169 (+1%)
Value$2.1M (-$29.3K)
Filed 2026-11-05
Clear Retirement Advice LLC
DECREASED
Shares25,712 from 26,217
Change-505 (-2%)
Value$2.1M (-$85.0K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares25,662 from 26,729
Change-1,067 (-4%)
Value$2.1M (-$130.0K)
Filed 2026-11-03
Darden Wealth Group Inc
INCREASED
Shares25,643 from 25,523
Change+120 (+0%)
Value$2.1M (-$33.1K)
Filed 2026-11-06
Sherman Wealth Management LLC
INCREASED
Shares25,541 from 24,925
Change+616 (+2%)
Value$2.1M (+$8.1K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares25,479 from 25,183
Change+296 (+1%)
Value$2.1M (-$18.3K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares25,223 from 42,544
Change-17,321 (-41%)
Value$2.0M (-$1.5M)
Filed 2026-10-20
Serenity Investment Advisors
INCREASED
Shares25,172 from 25,049
Change+123 (+0%)
Value$2.0M (-$287)
Filed 2026-10-30
K2 Financial Inc.
INCREASED
Shares25,054 from 24,149
Change+905 (+4%)
Value$2.0M (+$39.9K)
Filed 2026-10-26
Chris Bulman Inc
DECREASED
Shares25,026 from 34,652
Change-9,626 (-28%)
Value$2.0M (-$839.5K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
DECREASED
Shares24,864 from 25,738
Change-874 (-3%)
Value$2.0M (-$114.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares24,780 from 24,157
Change+623 (+3%)
Value$2.0M (+$10.0K)
Filed 2026-10-26
Kathmere Capital Management, LLC
INCREASED
Shares24,702 from 24,691
Change+11 (+0%)
Value$2.0M (-$40.6K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares24,644 from 26,070
Change-1,426 (-5%)
Value$2.0M (-$153.6K)
Filed 2026-10-27
American State Bank (Iowa)
INCREASED
Shares24,626 from 24,392
Change+234 (+1%)
Value$2.0M (-$22.0K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares24,467 from 24,936
Change-469 (-2%)
Value$2.0M (-$80.0K)
Filed 2026-11-03
B&D White Capital Company, LLC
DECREASED
Shares24,447 from 24,835
Change-388 (-2%)
Value$2.0M (-$73.2K)
Filed 2026-11-02
Salem Investment Counselors Inc
INCREASED
Shares24,378 from 23,858
Change+520 (+2%)
Value$2.0M (+$2.1K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares24,358 from 24,777
Change-419 (-2%)
Value$2.0M (-$75.6K)
Filed 2026-10-19
Continental Advisors LLC
UNCHANGED
Shares24,300 from 24,300
Change0 (0%)
Value$2.0M (-$40.8K)
Filed 2026-10-13
Rational Advisors, Inc.
NEW
Shares24,255
Change+24,255
Value$2.0M
Filed 2026-11-02
KPP Advisory Services LLC
INCREASED
Shares24,060 from 22,866
Change+1,194 (+5%)
Value$2.0M (+$58.5K)
Filed 2026-10-26
Garde Capital, Inc.
INCREASED
Shares23,842 from 23,682
Change+160 (+1%)
Value$1.9M (-$26.8K)
Filed 2026-10-29
Ocean Park Asset Management, LLC
NEW
Shares23,737
Change+23,737
Value$1.9M
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares23,434 from 23,668
Change-234 (-1%)
Value$1.9M (-$58.8K)
Filed 2026-10-01
BCU Wealth Advisors, LLC
DECREASED
Shares23,400 from 29,156
Change-5,756 (-20%)
Value$1.9M (-$516.1K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares23,354 from 25,865
Change-2,511 (-10%)
Value$1.9M (-$247.3K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares23,278 from 26,108
Change-2,830 (-11%)
Value$1.9M (-$273.5K)
Filed 2026-10-28
Rubicon Advisors, GP
INCREASED
Shares23,265 from 20,870
Change+2,395 (+11%)
Value$1.9M (+$159.3K)
Filed 2026-10-23
Centerline Wealth Advisors, LLC
INCREASED
Shares23,162 from 22,644
Change+518 (+2%)
Value$1.9M (+$4.0K)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares23,112 from 23,559
Change-447 (-2%)
Value$1.9M (-$75.9K)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED
Shares23,018 from 23,162
Change-144 (-1%)
Value$1.9M (-$50.6K)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares22,909 from 23,517
Change-608 (-3%)
Value$1.9M (-$88.9K)
Filed 2026-10-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares22,753 from 23,233
Change-480 (-2%)
Value$1.8M (-$78.0K)
Filed 2026-11-03
Belleair Asset Management, LLC
INCREASED
Shares22,228 from 19,208
Change+3,020 (+16%)
Value$1.8M (+$212.8K)
Filed 2026-11-03
Friday Financial
INCREASED
Shares22,220 from 21,106
Change+1,114 (+5%)
Value$1.8M (+$120.7K)
Filed 2026-10-09
Sensible Money, LLC
DECREASED
Shares22,102 from 22,419
Change-317 (-1%)
Value$1.8M (-$63.4K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares22,078 from 21,405
Change+673 (+3%)
Value$1.8M (+$18.7K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares22,011 from 12,913
Change+9,098 (+70%)
Value$1.8M (+$716.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares21,987 from 20,927
Change+1,060 (+5%)
Value$1.8M (+$97.5K)
Filed 2026-11-02
Lauterbach Financial Advisors, LLC
INCREASED
Shares21,922 from 21,584
Change+338 (+2%)
Value$1.8M (-$8.8K)
Filed 2026-10-21
Finley Financial, LLC
INCREASED
Shares21,856 from 21,706
Change+150 (+1%)
Value$1.8M (-$23.0K)
Filed 2026-10-28
Klaas Financial Asset Advisors, LLC
DECREASED
Shares21,853 from 22,609
Change-756 (-3%)
Value$1.8M (-$99.3K)
Filed 2026-10-19
Palisade Asset Management, LLC
INCREASED
Shares21,777 from 17,604
Change+4,173 (+24%)
Value$1.8M (+$309.1K)
Filed 2026-11-03
True Private Wealth Advisors
DECREASED
Shares21,739 from 22,180
Change-441 (-2%)
Value$1.8M (-$73.0K)
Filed 2026-10-19
Vann Equity Management LLC
INCREASED
Shares21,693 from 21,604
Change+89 (+0%)
Value$1.8M (-$29.1K)
Filed 2026-10-08
Goldstein Advisors, LLC
INCREASED
Shares21,466 from 18,153
Change+3,313 (+18%)
Value$1.7M (+$238.4K)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares21,425 from 20,868
Change+557 (+3%)
Value$1.7M (+$10.1K)
Filed 2026-10-13
Aspen Investment Management Inc
INCREASED
Shares21,416 from 16,606
Change+4,810 (+29%)
Value$1.7M (+$1.7M)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares21,335 from 20,664
Change+671 (+3%)
Value$1.7M (+$19.7K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares21,095 from 20,796
Change+299 (+1%)
Value$1.7M (-$10.7K)
Filed 2026-10-28
PUREfi Wealth, LLC
DECREASED
Shares21,003 from 22,347
Change-1,344 (-6%)
Value$1.7M (-$146.6K)
Filed 2026-10-19
Squire Investment Management Company, LLC
INCREASED
Shares20,997 from 20,841
Change+156 (+1%)
Value$1.7M (-$22.4K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
INCREASED
Shares20,900 from 20,456
Change+444 (+2%)
Value$1.7M (+$1.7K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares20,820 from 17,773
Change+3,047 (+17%)
Value$1.7M (+$217.4K)
Filed 2026-10-28
Warwick Investment Management, Inc.
DECREASED
Shares20,697 from 21,164
Change-467 (-2%)
Value$1.7M (-$73.5K)
Filed 2026-10-19
Center For Asset Management LLC
DECREASED
Shares20,658 from 45,076
Change-24,418 (-54%)
Value$1.7M (-$2.1M)
Filed 2026-10-16
Doliver Advisors, LP
DECREASED
Shares20,584 from 20,793
Change-209 (-1%)
Value$1.7M (-$51.9K)
Filed 2026-10-01
Nolet Wealth Management, LLC
UNCHANGED
Shares20,535 from 20,535
Change0 (0%)
Value$1.7M (-$34.5K)
Filed 2026-10-15
Pembroke Management, LTD
DECREASED
Shares20,496 from 48,213
Change-27,717 (-57%)
Value$1.7M (-$2.3M)
Filed 2026-10-21
Evanson Financial, LLC
DECREASED
Shares20,491 from 20,685
Change-194 (-1%)
Value$1.7M (-$50.5K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
DECREASED
Shares20,468 from 20,851
Change-383 (-2%)
Value$1.7M (-$66.1K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares20,437 from 20,587
Change-150 (-1%)
Value$1.6M (-$40.3K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares20,338 from 19,741
Change+597 (+3%)
Value$1.7M (+$15.3K)
Filed 2026-10-21
NWF Advisory Services Inc.
INCREASED
Shares20,297 from 18,825
Change+1,472 (+8%)
Value$1.6M (+$87.9K)
Filed 2026-10-19
Heritage Family Offices, LLP
DECREASED
Shares20,193 from 23,484
Change-3,291 (-14%)
Value$1.6M (-$306.5K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED
Shares20,082 from 20,799
Change-717 (-3%)
Value$1.6M (-$93.1K)
Filed 2026-10-09
NTV Asset Management LLC
DECREASED
Shares19,874 from 20,470
Change-596 (-3%)
Value$1.6M (-$82.7K)
Filed 2026-10-23
International Private Wealth Advisors LLC
DECREASED
Shares19,859 from 21,107
Change-1,248 (-6%)
Value$1.6M (-$136.7K)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares19,846 from 18,141
Change+1,705 (+9%)
Value$1.6M (+$107.9K)
Filed 2026-11-02
Blankinship & Foster, LLC
UNCHANGED
Shares19,839 from 19,839
Change0 (0%)
Value$1.6M (-$33.3K)
Filed 2026-10-19
Principal Financial Group Inc
DECREASED
Shares19,669 from 27,155
Change-7,486 (-28%)
Value$1.6M (-$653.2K)
Filed 2026-11-02
Atwater Malick LLC
UNCHANGED
Shares19,406 from 19,406
Change0 (0%)
Value$1.6M (-$32.6K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares19,320 from 7,865
Change+11,455 (+146%)
Value$1.6M (+$916.4K)
Filed 2026-10-29
Transce3nd, LLC
NEW
Shares19,313
Change+19,313
Value$1.5M
Filed 2026-10-26
Family Investment Center, Inc.
INCREASED
Shares19,017 from 18,966
Change+51 (+0%)
Value$1.5M (-$27.7K)
Filed 2026-10-19
Wavvest Wealth LLC
NEW
Shares18,983
Change+18,983
Value$1.5M
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares18,940 from 16,665
Change+2,275 (+14%)
Value$1.5K (+$156)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares18,882 from 4,234
Change+14,648 (+346%)
Value$1.5M (+$1.2M)
Filed 2026-10-13
Watershed Private Wealth LLC
DECREASED
Shares18,782 from 18,921
Change-139 (-1%)
Value$1.5M (-$43.1K)
Filed 2026-10-30
Waldron Private Wealth LLC
DECREASED
Shares18,719 from 20,027
Change-1,308 (-7%)
Value$1.5M (-$139.8K)
Filed 2026-11-02
Legacy Advisory Services, LLC
NEW
Shares18,661
Change+18,661
Value$1.5M
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares18,648 from 19,281
Change-633 (-3%)
Value$1.5M (-$83.8K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares18,638 from 18,690
Change-52 (0%)
Value$1.5M (-$35.6K)
Filed 2026-10-20
Angeles Wealth Management, LLC
INCREASED
Shares18,593 from 16,938
Change+1,655 (+10%)
Value$1.5M (+$105.9K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares18,574 from 13,665
Change+4,909 (+36%)
Value$1.5M (+$375.5K)
Filed 2026-10-14
Cassilly Financial Group LLC
INCREASED
Shares18,529 from 9,646
Change+8,883 (+92%)
Value$1.5M (+$704.7K)
Filed 2026-10-07
Viewpoint Capital Management LLC
INCREASED
Shares18,287 from 17,849
Change+438 (+2%)
Value$1.5M (+$5.6K)
Filed 2026-10-27
Riverwater Partners LLC
DECREASED
Shares18,236 from 18,799
Change-563 (-3%)
Value$1.5M (-$77.3K)
Filed 2026-11-03
Mainstream Capital Management LLC
INCREASED
Shares18,214 from 11,743
Change+6,471 (+55%)
Value$1.5M (+$505.5K)
Filed 2026-10-23
Veracity Capital LLC
DECREASED
Shares18,189 from 19,078
Change-889 (-5%)
Value$1.5M (-$104.2K)
Filed 2026-10-08
Meyer Handelman Co
UNCHANGED
Shares18,074 from 18,074
Change0 (0%)
Value$1.5M (-$30.4K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares17,970 from 18,048
Change-78 (0%)
Value$1.5M (-$36.6K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
DECREASED
Shares17,934 from 17,946
Change-12 (0%)
Value$1.5M (-$26.8K)
Filed 2026-10-13
Raleigh Capital Management Inc.
DECREASED
Shares17,921 from 24,052
Change-6,131 (-25%)
Value$1.5M (-$538.0K)
Filed 2026-10-28
Old Mission Investment Co LLC
INCREASED
Shares17,921 from 17,668
Change+253 (+1%)
Value$1.5M (-$9.1K)
Filed 2026-10-22
W Advisors, LLC
DECREASED
Shares17,909 from 24,483
Change-6,574 (-27%)
Value$1.5M (-$574.7K)
Filed 2026-11-02
Essex Bank
INCREASED
Shares17,909 from 17,063
Change+846 (+5%)
Value$1.5M (+$39.8K)
Filed 2026-10-16
Integrity Wealth Advisors, Inc.
NEW
Shares17,899
Change+17,899
Value$1.5M
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares17,782 from 20,377
Change-2,595 (-13%)
Value$1.4M (-$244.8K)
Filed 2026-10-29
CX Institutional
INCREASED
Shares17,779 from 17,509
Change+270 (+2%)
Value$1.4K (-$7)
Filed 2026-10-02
Dara Capital US, Inc.
UNCHANGED
Shares17,770 from 17,770
Change0 (0%)
Value$1.4M (-$29.9K)
Filed 2026-10-29
ASL Financial, LLC
INCREASED
Shares17,708 from 13,749
Change+3,959 (+29%)
Value$1.4M (+$298.2K)
Filed 2026-10-15
Colton Groome Financial Advisors, LLC
INCREASED
Shares17,591 from 15,955
Change+1,636 (+10%)
Value$1.4M (+$106.0K)
Filed 2026-10-06
Amplius Wealth Advisors, LLC
INCREASED
Shares17,429 from 15,641
Change+1,788 (+11%)
Value$1.4M (+$118.8K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
INCREASED
Shares17,386 from 14,959
Change+2,427 (+16%)
Value$1.4M (+$171.8K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
INCREASED
Shares17,340 from 16,721
Change+619 (+4%)
Value$1.4M (+$22.1K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares17,229 from 14,557
Change+2,672 (+18%)
Value$1.4M (+$192.4K)
Filed 2026-10-29
Cohen Capital Management, Inc.
UNCHANGED
Shares17,220 from 17,220
Change0 (0%)
Value$1.4M (-$28.9K)
Filed 2026-10-14
Two West Capital Advisors LLC
DECREASED
Shares17,214 from 23,959
Change-6,745 (-28%)
Value$1.4M (-$440.2K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
DECREASED
Shares17,110 from 17,300
Change-190 (-1%)
Value$1.4M (-$44.5K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares16,944 from 25,435
Change-8,491 (-33%)
Value$1.4M (-$731.9K)
Filed 2026-10-27
Montecito Bank & Trust
INCREASED
Shares16,936 from 16,659
Change+277 (+2%)
Value$1.4M (-$5.5K)
Filed 2026-10-01
TD Waterhouse Canada Inc.
INCREASED
Shares16,917 from 14,612
Change+2,305 (+16%)
Value$1.4M (+$206.3K)
Filed 2026-10-16
Wlth Capital Management, LLC
DECREASED
Shares16,893 from 171,520
Change-154,627 (-90%)
Value$1.4M (-$12.8M)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares16,811 from 4,651
Change+12,160 (+261%)
Value$1.4M (+$979.1K)
Filed 2026-10-26
Naples Global Advisors, LLC
INCREASED
Shares16,742 from 16,009
Change+733 (+5%)
Value$1.4M (+$32.6K)
Filed 2026-11-05
LVZ, Inc.
DECREASED
Shares16,732 from 17,770
Change-1,038 (-6%)
Value$1.4M (-$114.2K)
Filed 2026-10-20
William Howard & Co Financial Advisors Inc
INCREASED
Shares16,728 from 16,267
Change+461 (+3%)
Value$1.4M (+$10.1K)
Filed 2026-11-04
Independence Bank of Kentucky
INCREASED
Shares16,635 from 15,381
Change+1,254 (+8%)
Value$1.4M (+$75.9K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED
Shares16,545 from 15,732
Change+813 (+5%)
Value$1.3M (+$39.6K)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares16,532 from 16,705
Change-173 (-1%)
Value$1.3M (-$42.1K)
Filed 2026-10-07
PCA Investment Advisory Services Inc.
INCREASED
Shares16,514 from 15,309
Change+1,205 (+8%)
Value$1.3M (+$72.1K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares16,512 from 16,297
Change+215 (+1%)
Value$1.3M (-$9.9K)
Filed 2026-11-04
One Advisory Partners, LLC
DECREASED
Shares16,486 from 25,099
Change-8,613 (-34%)
Value$1.3M (-$741.2K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares16,482 from 17,291
Change-809 (-5%)
Value$1.3M (-$94.7K)
Filed 2026-10-16
Lee Financial Co
INCREASED
Shares16,400 from 15,746
Change+654 (+4%)
Value$1.3M (+$26.7K)
Filed 2026-10-16
Unify Financial Advisors
DECREASED
Shares16,336 from 27,529
Change-11,193 (-41%)
Value$1.3M (-$954.7K)
Filed 2026-11-03
Bangor Savings Bank
DECREASED
Shares16,226 from 21,994
Change-5,768 (-26%)
Value$1.3M (-$505.1K)
Filed 2026-10-06
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares16,188 from 16,688
Change-500 (-3%)
Value$1.3M (-$68.6K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED
Shares16,165 from 16,715
Change-550 (-3%)
Value$1.3M (-$72.7K)
Filed 2026-11-02
Ehrlich Financial Group
DECREASED
Shares16,142 from 16,440
Change-298 (-2%)
Value$1.3M (-$51.8K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares16,111 from 362,314
Change-346,203 (-96%)
Value$1.3M (-$28.7M)
Filed 2026-10-01
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares16,003 from 16,170
Change-167 (-1%)
Value$1.3M (-$40.7K)
Filed 2026-11-03
Fjell Capital, LLC
NEW
Shares15,976
Change+15,976
Value$1.3M
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares15,945
Change+15,945
Value$1.3M
Filed 2026-10-19
C2c Wealth Management, LLC
UNCHANGED
Shares15,865 from 15,865
Change0 (0%)
Value$1.3M (-$26.7K)
Filed 2026-10-20
Peoples Bank
NEW
Shares15,682
Change+15,682
Value$1.3M
Filed 2026-10-26
Values Added Financial LLC
UNCHANGED
Shares15,666 from 15,666
Change0 (0%)
Value$1.3M (-$26.3K)
Filed 2026-10-28
Mosley Wealth Management
DECREASED
Shares15,410 from 16,232
Change-822 (-5%)
Value$1.2M (-$141.3K)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares15,365 from 13,212
Change+2,153 (+16%)
Value$1.2M (+$152.6K)
Filed 2026-11-02
Cornerstone Partners Capital Management, LLC
INCREASED
Shares15,253 from 13,905
Change+1,348 (+10%)
Value$1.2M (+$86.0K)
Filed 2026-11-04
Cidel Asset Management Inc
UNCHANGED
Shares15,235 from 15,235
Change0 (0%)
Value$1.2M (-$25.6K)
Filed 2026-10-29
Horizon Wealth Management, LLC
DECREASED
Shares15,157 from 17,093
Change-1,936 (-11%)
Value$1.2M (-$185.8K)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares15,023 from 10,163
Change+4,860 (+48%)
Value$1.2M (+$377.0K)
Filed 2026-10-27
Trust Co of the South
INCREASED
Shares15,019 from 11,997
Change+3,022 (+25%)
Value$1.2M (+$225.1K)
Filed 2026-10-21
Defined Wealth Management, LLC
DECREASED
Shares14,994 from 15,878
Change-884 (-6%)
Value$1.2M (-$98.4K)
Filed 2026-10-19
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares14,964 from 15,154
Change-190 (-1%)
Value$1.2M (-$40.9K)
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares14,948 from 15,447
Change-499 (-3%)
Value$1.2M (-$66.5K)
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares14,943 from 13,361
Change+1,582 (+12%)
Value$1.2M (+$105.9K)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares14,920 from 11,132
Change+3,788 (+34%)
Value$1.2M (+$288.7K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares14,815 from 15,917
Change-1,102 (-7%)
Value$1.2M (-$116.2K)
Filed 2026-10-07
Asempa Wealth Advisors
INCREASED
Shares14,799 from 14,793
Change+6 (+0%)
Value$1.2M (-$23.5K)
Filed 2026-10-07
Baker Boyer National Bank
DECREASED
Shares14,790 from 15,403
Change-613 (-4%)
Value$1.2M (-$75.6K)
Filed 2026-11-05
Moss Adams Wealth Advisors LLC
INCREASED
Shares14,761 from 13,170
Change+1,591 (+12%)
Value$1.2M (+$107.0K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
INCREASED
Shares14,751 from 14,369
Change+382 (+3%)
Value$1.2M (+$6.9K)
Filed 2026-10-30
MacKenzie Financial Corp
INCREASED
Shares14,750 from 13,370
Change+1,380 (+10%)
Value$1.2M (+$89.5K)
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
INCREASED
Shares14,621 from 14,605
Change+16 (+0%)
Value$1.2M (-$23.2K)
Filed 2026-10-19
Solstein Capital, LLC
UNCHANGED
Shares14,580 from 14,580
Change0 (0%)
Value$1.2M (-$24.5K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares14,547 from 14,321
Change+226 (+2%)
Value$1.2M (-$5.7K)
Filed 2026-10-29
Five Oceans Advisors
UNCHANGED
Shares14,520 from 14,520
Change0 (0%)
Value$1.2M (-$24.4K)
Filed 2026-10-22
Upper Left Wealth Management, LLC
DECREASED
Shares14,509 from 18,955
Change-4,446 (-23%)
Value$1.2M (-$392.7K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares14,421 from 17,580
Change-3,159 (-18%)
Value$1.2M (-$286.0K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares14,410 from 15,143
Change-733 (-5%)
Value$1.2M (-$84.3K)
Filed 2026-11-05
Arsenal Capital Advisors LLC
UNCHANGED
Shares14,378 from 14,378
Change0 (0%)
Value$1.2M (-$24.2K)
Filed 2026-11-02
AGF Management LTD
INCREASED
Shares14,365 from 13,970
Change+395 (+3%)
Value$1.2M (+$8.6K)
Filed 2026-11-03
Ameraudi Asset Management, Inc.
INCREASED
Shares14,326 from 13,506
Change+820 (+6%)
Value$1.2M (+$43.9K)
Filed 2026-11-05
Trilogy Capital Inc.
DECREASED
Shares14,143 from 15,273
Change-1,130 (-7%)
Value$1.1M (-$117.3K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares14,111 from 17,082
Change-2,971 (-17%)
Value$1.1M (-$269.8K)
Filed 2026-10-21
Novem Group
INCREASED
Shares14,088 from 12,400
Change+1,688 (+14%)
Value$1.1M (+$116.2K)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares13,961 from 13,951
Change+10 (+0%)
Value$1.1M (-$22.6K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares13,916 from 13,526
Change+390 (+3%)
Value$1.1M (+$8.9K)
Filed 2026-10-20
Waystone Advisors LLC
DECREASED
Shares13,871 from 13,917
Change-46 (0%)
Value$1.1M (-$3.8K)
Filed 2026-10-16
Davidson Trust Co
INCREASED
Shares13,848 from 13,408
Change+440 (+3%)
Value$1.1M (+$13.2K)
Filed 2026-10-09
Wolff Wiese Magana LLC
INCREASED
Shares13,798 from 12,468
Change+1,330 (+11%)
Value$1.1M (+$87.0K)
Filed 2026-10-15
Accelerate Investment Advisors LLC
DECREASED
Shares13,745 from 23,765
Change-10,020 (-42%)
Value$1.1M (-$853.1K)
Filed 2026-11-02
Manchester Capital Management LLC
UNCHANGED
Shares13,647 from 13,647
Change0 (0%)
Value$1.1M (-$22.9K)
Filed 2026-10-22
TruNorth Capital Management, LLC
INCREASED
Shares13,621 from 13,535
Change+86 (+1%)
Value$1.1M (-$15.8K)
Filed 2026-10-14
Sonata Capital Group Inc
INCREASED
Shares13,575 from 12,108
Change+1,467 (+12%)
Value$1.1M (+$98.7K)
Filed 2026-10-19
Northland Securities, Inc.
DECREASED
Shares13,547 from 14,199
Change-652 (-5%)
Value$1.1M (-$76.8K)
Filed 2026-11-02
Invested Advisors
DECREASED
Shares13,546 from 14,058
Change-512 (-4%)
Value$1.1M (-$65.2K)
Filed 2026-10-23
National Wealth Management Group, LLC
DECREASED
Shares13,540 from 13,715
Change-175 (-1%)
Value$1.1M (-$37.2K)
Filed 2026-10-26
Avantra Family Wealth, Inc.
INCREASED
Shares13,417 from 13,164
Change+253 (+2%)
Value$1.1M (-$1.6K)
Filed 2026-10-20
Reap Financial Group, LLC
DECREASED
Shares13,404 from 13,714
Change-310 (-2%)
Value$1.1M (-$48.2K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares13,360 from 13,586
Change-226 (-2%)
Value$1.1M (-$41.2K)
Filed 2026-11-02
Pines Wealth Management, LLC
INCREASED
Shares13,347 from 12,819
Change+528 (+4%)
Value$1.1M (+$21.3K)
Filed 2026-10-21
Gilpin Wealth Management, LLC
INCREASED
Shares13,290 from 13,248
Change+42 (+0%)
Value$1.1M (-$18.8K)
Filed 2026-10-09
J.M. Arbour, LLC
DECREASED
Shares13,253 from 23,915
Change-10,662 (-45%)
Value$1.1M (-$905.5K)
Filed 2026-11-05
Occidental Asset Management, LLC
DECREASED
Shares13,165 from 21,118
Change-7,953 (-38%)
Value$1.1M (-$680.9K)
Filed 2026-11-05
Shrier Wealth Management, LLC
UNCHANGED
Shares13,114 from 13,114
Change0 (0%)
Value$1.1M (-$22.0K)
Filed 2026-10-20
Strategic Advocates LLC
INCREASED
Shares13,068 from 12,873
Change+195 (+2%)
Value$1.1M (-$5.8K)
Filed 2026-11-03
Shade Tree Advisors LLC
UNCHANGED
Shares12,943 from 12,943
Change0 (0%)
Value$1.1M (-$21.7K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares12,940 from 12,940
Change0 (0%)
Value$1.1M (-$21.7K)
Filed 2026-10-15
Human Investing LLC
INCREASED
Shares12,891 from 12,845
Change+46 (+0%)
Value$1.0M (-$17.9K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares12,878 from 12,364
Change+514 (+4%)
Value$1.0M (+$20.9K)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares12,873 from 10,929
Change+1,944 (+18%)
Value$1.0M (+$139.4K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares12,840 from 1,399
Change+11,441 (+818%)
Value$1.0M (+$926.2K)
Filed 2026-10-07
Koa Wealth Management, LLC
NEW
Shares12,769
Change+12,769
Value$1.0M
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
DECREASED
Shares12,700 from 13,643
Change-943 (-7%)
Value$1.0M (-$99.5K)
Filed 2026-10-05
Stewardship Advisors, LLC
INCREASED
Shares12,590 from 11,343
Change+1,247 (+11%)
Value$1.0M (+$82.2K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares12,547 from 15,469
Change-2,922 (-19%)
Value$1.0M (-$263.1K)
Filed 2026-10-13
Peirce Capital Management, LLC
UNCHANGED
Shares12,530 from 12,530
Change0 (0%)
Value$1.0M (-$21.1K)
Filed 2026-10-19
Clark Asset Management, LLC
INCREASED
Shares12,384 from 8,398
Change+3,986 (+47%)
Value$1.0M (+$309.4K)
Filed 2026-10-19
BG Investment Services, LLC
INCREASED
Shares12,288 from 11,658
Change+630 (+5%)
Value$997.3K (+$31.5K)
Filed 2026-10-23
Townsend Asset Management Corp
UNCHANGED
Shares12,180 from 12,180
Change0 (0%)
Value$988.5K (-$20.5K)
Filed 2026-10-29
PCG Asset Management, LLC
INCREASED
Shares12,151 from 9,415
Change+2,736 (+29%)
Value$986.2K (+$206.2K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares12,114 from 11,456
Change+658 (+6%)
Value$983.9K (+$34.9K)
Filed 2026-10-20
Investment Research Partners LLC
DECREASED
Shares12,062 from 14,055
Change-1,993 (-14%)
Value$979.0K (-$185.4K)
Filed 2026-10-19
Union Bancaire Privee, UBP SA
INCREASED
Shares11,984 from 318
Change+11,666 (+3669%)
Value$972.7K (+$950.0K)
Filed 2026-11-04
Kaydan Wealth Management, Inc.
DECREASED
Shares11,951 from 12,470
Change-519 (-4%)
Value$969.9K (-$63.1K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED
Shares11,927 from 11,860
Change+67 (+1%)
Value$968.0K (-$14.5K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares11,889 from 9,392
Change+2,497 (+27%)
Value$965.0K (+$186.9K)
Filed 2026-10-14
Legacy Wealth Partners, LLC
DECREASED
Shares11,859 from 15,742
Change-3,883 (-25%)
Value$962.5K (-$341.6K)
Filed 2026-10-15
Kelly Financial Group LLC
DECREASED
Shares11,833 from 11,992
Change-159 (-1%)
Value$960.4K (-$33.1K)
Filed 2026-10-16
Tufton Capital Management
DECREASED
Shares11,784 from 11,793
Change-9 (0%)
Value$956 (-$975.0K)
Filed 2026-10-20
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares11,735 from 11,738
Change-3 (0%)
Value$952.5K (-$20.0K)
Filed 2026-10-19
SwitchPoint Financial Planning, LLC
NEW
Shares11,718
Change+11,718
Value$951.0K
Filed 2026-11-02
Howard Financial Services, Ltd.
UNCHANGED
Shares11,706 from 11,706
Change0 (0%)
Value$950.0K (-$19.7K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares11,660 from 30,207
Change-18,547 (-61%)
Value$938.6K (-$1.6M)
Filed 2026-10-09
Integras Partners LLC
INCREASED
Shares11,573 from 10,908
Change+665 (+6%)
Value$939.3K (+$35.6K)
Filed 2026-10-30
Topor & Co. Korea
UNCHANGED
Shares11,553 from 11,553
Change0 (0%)
Value$937.6K (-$19.4K)
Filed 2026-10-22
Navigation Group, LLC
DECREASED
Shares11,550 from 13,521
Change-1,971 (-15%)
Value$937.4K (-$182.7K)
Filed 2026-10-28
Tenzing Financial LLC
DECREASED
Shares11,506 from 11,525
Change-19 (0%)
Value$889.9K (-$55.2K)
Filed 2026-11-03
Keystone Financial Group, Inc.
UNCHANGED
Shares11,359 from 11,359
Change0 (0%)
Value$921.9K (-$19.1K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
INCREASED
Shares11,309 from 10,984
Change+325 (+3%)
Value$917.8K (+$7.9K)
Filed 2026-10-19
Alpha Advisors, LLC
INCREASED
Shares11,286 from 11,178
Change+108 (+1%)
Value$915.9K (-$10.1K)
Filed 2026-10-19
First Bank & Trust
DECREASED
Shares11,223 from 11,359
Change-136 (-1%)
Value$910.9K (-$30.1K)
Filed 2026-10-19
Wealth Architects, LLC
INCREASED
Shares11,161 from 9,703
Change+1,458 (+15%)
Value$905.9K (+$102.0K)
Filed 2026-11-03
Rare Wolf Capital LLC
UNCHANGED
Shares11,157 from 11,157
Change0 (0%)
Value$905.5K (-$18.7K)
Filed 2026-10-20
Cambridge Financial Group, LLC
UNCHANGED
Shares11,141 from 11,141
Change0 (0%)
Value$922.9K ($0)
Filed 2026-10-06
LCW Services, LLC
INCREASED
Shares11,029 from 10,651
Change+378 (+4%)
Value$895.1K (+$12.8K)
Filed 2026-10-21
Daviman Financial, LLC
DECREASED
Shares10,989 from 11,982
Change-993 (-8%)
Value$891.9K (-$100.7K)
Filed 2026-11-06
Latitude Advisors, LLC
DECREASED
Shares10,977 from 13,692
Change-2,715 (-20%)
Value$890.9K (-$243.4K)
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares10,976
Change+10,976
Value$890.8K
Filed 2026-10-07
Focused Alpha, LLC
INCREASED
Shares10,966 from 7,752
Change+3,214 (+41%)
Value$890.0K (+$247.8K)
Filed 2026-10-20
Catalyst Private Wealth, LLC
UNCHANGED
Shares10,966 from 10,966
Change0 (0%)
Value$890.0K (-$18.4K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED
Shares10,906 from 6,471
Change+4,435 (+69%)
Value$885.1K (+$349.1K)
Filed 2026-10-15
One Day In July LLC
DECREASED
Shares10,844 from 12,063
Change-1,219 (-10%)
Value$880.1K (-$119.2K)
Filed 2026-10-30
Abbington Investment Group
UNCHANGED
Shares10,812 from 10,812
Change0 (0%)
Value$877.5K (-$18.2K)
Filed 2026-11-03
Unified Investment Management
INCREASED
Shares10,752 from 10,102
Change+650 (+6%)
Value$872.6K (+$35.8K)
Filed 2026-10-14
tru Independence LLC
DECREASED
Shares10,716 from 10,752
Change-36 (0%)
Value$869.7K (-$21.0K)
Filed 2026-10-20
OFS Enterprise LLC
INCREASED
Shares10,659 from 10,439
Change+220 (+2%)
Value$865.1K (+$367)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares10,580 from 9,291
Change+1,289 (+14%)
Value$858.7K (+$89.0K)
Filed 2026-10-19
Arista Wealth Management, LLC
INCREASED
Shares10,532 from 10,097
Change+435 (+4%)
Value$854.8K (+$18.3K)
Filed 2026-10-29
Kings Path Partners LLC
INCREASED
Shares10,493 from 10,459
Change+34 (+0%)
Value$851.6K (-$14.8K)
Filed 2026-10-21
Avail Investment Partners, LLC
DECREASED
Shares10,478 from 12,311
Change-1,833 (-15%)
Value$850.4K (-$169.4K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
INCREASED
Shares10,446 from 9,926
Change+520 (+5%)
Value$797.6K (-$24.6K)
Filed 2026-11-02
Firestone Capital Management
DECREASED
Shares10,422 from 11,123
Change-701 (-6%)
Value$845.9K (-$75.6K)
Filed 2026-11-03
DBK Financial Counsel, LLC
UNCHANGED
Shares10,391 from 10,391
Change0 (0%)
Value$843.3K (-$17.5K)
Filed 2026-10-13
Affiance Financial, LLC
NEW
Shares10,367
Change+10,367
Value$841.4K
Filed 2026-10-15
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares10,281 from 10,203
Change+78 (+1%)
Value$834.4K (-$10.8K)
Filed 2026-10-29
Argentarii, LLC
UNCHANGED
Shares10,175 from 10,175
Change0 (0%)
Value$825.8K (+$12.9K)
Filed 2026-10-28
Peterson Wealth Services
INCREASED
Shares10,083 from 9,116
Change+967 (+11%)
Value$818.4K (+$63.2K)
Filed 2026-10-26
Chapin Davis, Inc.
DECREASED
Shares10,022 from 10,253
Change-231 (-2%)
Value$813.3K (-$36.0K)
Filed 2026-10-09
Aegis Wealth Management, Inc.
DECREASED
Shares9,916 from 11,038
Change-1,122 (-10%)
Value$804.8K (-$109.6K)
Filed 2026-10-26
Blue Zone Wealth Advisors, LLC
DECREASED
Shares9,795 from 10,227
Change-432 (-4%)
Value$794.9K (-$52.3K)
Filed 2026-10-19
Ellis Investment Partners, LLC
INCREASED
Shares9,740 from 7,927
Change+1,813 (+23%)
Value$790.6K (+$133.8K)
Filed 2026-10-21
MW Advisory, LLC
DECREASED
Shares9,712 from 11,944
Change-2,232 (-19%)
Value$788.2K (-$201.2K)
Filed 2026-10-19
Hassell Wealth Management, LLC
UNCHANGED
Shares9,694 from 9,694
Change0 (0%)
Value$786.7K (+$8.3K)
Filed 2026-10-19
Tompkins Financial Corp
INCREASED
Shares9,678 from 9,510
Change+168 (+2%)
Value$785.5K (-$2.3K)
Filed 2026-10-05
Integrated Wealth Management
DECREASED
Shares9,608 from 9,813
Change-205 (-2%)
Value$779.8K (-$33.1K)
Filed 2026-10-19
IFG Advisors, LLC
INCREASED
Shares9,575 from 9,423
Change+152 (+2%)
Value$777.1K (-$3.5K)
Filed 2026-10-15
Lynx Investment Advisory
INCREASED
Shares9,557 from 9,303
Change+254 (+3%)
Value$775.6K (+$5.0K)
Filed 2026-10-27
Gold Investment Management Ltd.
INCREASED
Shares9,546 from 9,136
Change+410 (+4%)
Value$774.8K (+$17.6K)
Filed 2026-10-19
Ceera Investments, LLC
INCREASED
Shares9,529 from 3,660
Change+5,869 (+160%)
Value$773.4K (+$470.2K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares9,522 from 9,452
Change+70 (+1%)
Value$772.8K (-$10.2K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
INCREASED
Shares9,521 from 8,963
Change+558 (+6%)
Value$772.7K (+$30.2K)
Filed 2026-11-06
Optivise Advisory Services LLC
INCREASED
Shares9,236 from 9,195
Change+41 (+0%)
Value$749.6K (-$12.2K)
Filed 2026-10-19
Equita Financial Network, Inc.
INCREASED
Shares9,196 from 9,132
Change+64 (+1%)
Value$746.3K (-$10.1K)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares9,158 from 9,398
Change-240 (-3%)
Value$743.3K (-$35.3K)
Filed 2026-10-27
Elevation Wealth Management LLC
DECREASED
Shares9,144 from 9,734
Change-590 (-6%)
Value$742.1K (-$64.3K)
Filed 2026-11-02
Emprise Bank
DECREASED
Shares9,136 from 9,384
Change-248 (-3%)
Value$741.5K (-$35.9K)
Filed 2026-10-07
Sunpointe, LLC
DECREASED
Shares9,108 from 9,217
Change-109 (-1%)
Value$739.2K (-$24.3K)
Filed 2026-10-22
Verum Partners LLC
DECREASED
Shares9,049 from 10,228
Change-1,179 (-12%)
Value$734.4K (-$112.9K)
Filed 2026-10-21
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares9,010 from 9,010
Change0 (0%)
Value$731.3K (-$15.1K)
Filed 2026-10-09
Networth Advisors, LLC
DECREASED
Shares8,991 from 9,545
Change-554 (-6%)
Value$729.7K (-$61.0K)
Filed 2026-11-03
Legacy Private Trust Co.
UNCHANGED
Shares8,918 from 8,918
Change0 (0%)
Value$723.8K (-$15.0K)
Filed 2026-10-06
Community Trust & Investment Co
DECREASED
Shares8,917 from 9,250
Change-333 (-4%)
Value$723.7K (-$42.6K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares8,865 from 5,633
Change+3,232 (+57%)
Value$719.5K (+$252.8K)
Filed 2026-11-03
Hoge Financial Services, LLC
DECREASED
Shares8,806 from 9,187
Change-381 (-4%)
Value$714.7K (-$46.3K)
Filed 2026-11-05
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares8,750 from 8,750
Change0 (0%)
Value$710.2K (-$14.7K)
Filed 2026-10-28
BFI Infinity Ltd.
UNCHANGED
Shares8,745 from 8,745
Change0 (0%)
Value$709.7K (-$14.7K)
Filed 2026-10-16
Arwa LLC
DECREASED
Shares8,734 from 17,300
Change-8,566 (-50%)
Value$700.6K (-$650.7K)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares8,716 from 8,588
Change+128 (+1%)
Value$707.4K (-$4.0K)
Filed 2026-10-28
Semus Wealth Partners LLC
DECREASED
Shares8,675 from 12,552
Change-3,877 (-31%)
Value$704.1K (-$335.7K)
Filed 2026-10-22
BigSur Wealth Management LLC
DECREASED
Shares8,655 from 15,365
Change-6,710 (-44%)
Value$702.4K (-$570.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
INCREASED
Shares8,641 from 1,514
Change+7,127 (+471%)
Value$701.3K (+$575.9K)
Filed 2026-10-15
Williams & Novak Wealth Management, LLC
DECREASED
Shares8,619 from 9,912
Change-1,293 (-13%)
Value$699.5K (-$121.6K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
INCREASED
Shares8,539 from 8,020
Change+519 (+6%)
Value$695.0K (+$30.6K)
Filed 2026-11-06
South Shore Capital Advisors
INCREASED
Shares8,525 from 8,296
Change+229 (+3%)
Value$691.9K (+$4.7K)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares8,464 from 14,634
Change-6,170 (-42%)
Value$686.9K (-$525.4K)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares8,428 from 8,428
Change0 (0%)
Value$684.0K (-$14.2K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares8,427 from 7,499
Change+928 (+12%)
Value$684.0K (+$62.7K)
Filed 2026-10-20
Schear Investment Advisers, LLC
NEW
Shares8,422
Change+8,422
Value$683.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares8,422 from 7,213
Change+1,209 (+17%)
Value$683.5K (+$86.0K)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
NEW
Shares8,419
Change+8,419
Value$683.3K
Filed 2026-11-05
Lantern Wealth Advisors, LLC
DECREASED
Shares8,418 from 8,742
Change-324 (-4%)
Value$683.2K (-$40.9K)
Filed 2026-10-22
Index Fund Advisors, Inc.
DECREASED
Shares8,384 from 8,998
Change-614 (-7%)
Value$680.4K (-$65.0K)
Filed 2026-11-05
Helium Advisors LLC
UNCHANGED
Shares8,312 from 8,312
Change0 (0%)
Value$674.6K (-$14.0K)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
DECREASED
Shares8,285 from 8,451
Change-166 (-2%)
Value$672.4K (-$27.7K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED
Shares8,274 from 8,299
Change-25 (0%)
Value$671.5K (+$2.4K)
Filed 2026-10-09
Breakwater Capital Group
INCREASED
Shares8,236 from 8,164
Change+72 (+1%)
Value$668.4K (-$7.9K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares8,224 from 8,224
Change0 (0%)
Value$667.4K (-$13.8K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
DECREASED
Shares8,204 from 8,280
Change-76 (-1%)
Value$665.8K (-$20.1K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
UNCHANGED
Shares8,166 from 8,166
Change0 (0%)
Value$662.8K (-$13.7K)
Filed 2026-11-05
Tassel Capital Management, Inc.
DECREASED
Shares8,101 from 8,451
Change-350 (-4%)
Value$657.5K (-$42.6K)
Filed 2026-10-20
Stonekeep Investments, LLC
DECREASED
Shares8,069 from 8,074
Change-5 (0%)
Value$654.9K (+$654.2K)
Filed 2026-10-15
Vaquero Private Wealth, LTD
DECREASED
Shares8,054 from 14,619
Change-6,565 (-45%)
Value$653.7K (-$557.4K)
Filed 2026-10-27
Powerhouse Assets LLC
UNCHANGED
Shares8,029 from 8,029
Change0 (0%)
Value$651.6K (-$13.5K)
Filed 2026-10-19
Phillips Financial Management, LLC
UNCHANGED
Shares7,982 from 7,982
Change0 (0%)
Value$647.8K (-$13.4K)
Filed 2026-10-19
Brown Wealth Management, LLC
DECREASED
Shares7,951 from 8,725
Change-774 (-9%)
Value$645.3K (-$77.4K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,903 from 7,022
Change+881 (+13%)
Value$636.2K (+$67.3K)
Filed 2026-10-13
CWS Financial Advisors, LLC
UNCHANGED
Shares7,887 from 7,887
Change0 (0%)
Value$640.1K (-$13.3K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$633.0K (-$13.1K)
Filed 2026-11-02
Tower Trust & Investment Co
DECREASED
Shares7,798 from 7,918
Change-120 (-2%)
Value$632.8K (-$23.1K)
Filed 2026-10-28
Uniting Wealth Partners, LLC
NEW
Shares7,762
Change+7,762
Value$630.0K
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares7,721 from 7,721
Change0 (0%)
Value$626.6K (-$13.0K)
Filed 2026-10-05
MFG Investments, LLC
NEW
Shares7,717
Change+7,717
Value$626.3K
Filed 2026-10-30
Trust Point Inc.
DECREASED
Shares7,690 from 8,484
Change-794 (-9%)
Value$624.1K (-$78.7K)
Filed 2026-10-27
Chicago Capital, LLC
DECREASED
Shares7,688 from 8,035
Change-347 (-4%)
Value$624.0K (-$41.7K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares7,683 from 41,615
Change-33,932 (-82%)
Value$623.6K (-$2.8M)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares7,680 from 7,674
Change+6 (+0%)
Value$623.3K (-$12.4K)
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares7,673 from 7,673
Change0 (0%)
Value$622.7K (-$12.9K)
Filed 2026-10-23
Aspire Private Capital, LLC
DECREASED
Shares7,649 from 12,854
Change-5,205 (-40%)
Value$620.8K (-$444.0K)
Filed 2026-11-05
Confluence Investment Management LLC
NEW
Shares7,619
Change+7,619
Value$618.4K
Filed 2026-10-01
Rockwood Wealth Management, LLC
INCREASED
Shares7,617 from 5,972
Change+1,645 (+28%)
Value$618.2K (+$123.5K)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares7,602 from 7,602
Change0 (0%)
Value$617.0K (-$12.8K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares7,595 from 9,232
Change-1,637 (-18%)
Value$616.4K (-$148.4K)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
DECREASED
Shares7,555 from 8,243
Change-688 (-8%)
Value$613.2K (-$69.7K)
Filed 2026-10-08
WP Advisors, LLC
NEW
Shares7,514
Change+7,514
Value$609.9K
Filed 2026-10-22
Tounjian Advisory Partners, LLC
DECREASED
Shares7,507 from 8,252
Change-745 (-9%)
Value$609.3K (-$74.3K)
Filed 2026-11-04
Realta Investment Advisors
UNCHANGED
Shares7,502 from 7,502
Change0 (0%)
Value$608.9K (-$12.6K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares7,500
Change+7,500
Value$608.7K
Filed 2026-10-26
Biltmore Family Office, LLC
DECREASED
Shares7,493 from 7,879
Change-386 (-5%)
Value$608.1K (-$44.6K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares7,452 from 7,265
Change+187 (+3%)
Value$604.8K (+$3.0K)
Filed 2026-10-23
Smith Thornton Advisors LLC
UNCHANGED
Shares7,434 from 7,434
Change0 (0%)
Value$603.3K (+$19.8K)
Filed 2026-10-16
Revolve Wealth Partners, LLC
INCREASED
Shares7,408 from 7,372
Change+36 (+0%)
Value$601.3K (-$9.5K)
Filed 2026-10-23
Reflection Asset Management
UNCHANGED
Shares7,403 from 7,403
Change0 (0%)
Value$600.8K (-$12.4K)
Filed 2026-10-28
Great Diamond Partners, LLC
INCREASED
Shares7,386 from 5,754
Change+1,632 (+28%)
Value$599.4K (+$122.8K)
Filed 2026-10-13
Centennial Advisors, LLC
INCREASED
Shares7,372 from 7,145
Change+227 (+3%)
Value$598.3K (+$6.4K)
Filed 2026-10-21
LS Investment Advisors, LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$597.7K (-$12.4K)
Filed 2026-10-13
Northside Capital Management, LLC
UNCHANGED
Shares7,364 from 7,364
Change0 (0%)
Value$597.7K (-$12.4K)
Filed 2026-10-13
LWM Advisors Inc
INCREASED
Shares7,354 from 7,184
Change+170 (+2%)
Value$596.9K (+$1.7K)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
DECREASED
Shares7,351 from 7,535
Change-184 (-2%)
Value$596.6K (-$27.6K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares7,329 from 6,423
Change+906 (+14%)
Value$594.9K (+$62.7K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
INCREASED
Shares7,326 from 6,976
Change+350 (+5%)
Value$594.6K (+$16.7K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares7,321 from 7,096
Change+225 (+3%)
Value$594.2K (+$6.3K)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
DECREASED
Shares7,168 from 7,200
Change-32 (0%)
Value$581.8K (-$14.7K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares7,165 from 7,165
Change0 (0%)
Value$593.6K ($0)
Filed 2026-10-26
Sima Wealth Partners, LLC
DECREASED
Shares7,157 from 7,238
Change-81 (-1%)
Value$580.9K (-$18.7K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares7,153 from 7,452
Change-299 (-4%)
Value$580.5K (-$36.8K)
Filed 2026-10-22
Axos Invest Inc.
DECREASED
Shares7,119 from 7,484
Change-365 (-5%)
Value$577.7K (-$42.3K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares7,086 from 6,574
Change+512 (+8%)
Value$575.1K (+$30.5K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares7,077 from 7,024
Change+53 (+1%)
Value$574.4K (-$7.5K)
Filed 2026-10-30
Capital Planning LLC
INCREASED
Shares7,071 from 3,145
Change+3,926 (+125%)
Value$573.9K (+$313.4K)
Filed 2026-10-09
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares7,064 from 6,904
Change+160 (+2%)
Value$573.3K (+$1.4K)
Filed 2026-10-19
Live Oak Private Wealth LLC
DECREASED
Shares7,064 from 7,100
Change-36 (-1%)
Value$573.3K (-$14.9K)
Filed 2026-11-02
Courage Miller Partners, LLC
INCREASED
Shares7,062 from 7,061
Change+1 (+0%)
Value$573.2K (-$11.8K)
Filed 2026-10-21
Traynor Capital Management, Inc.
DECREASED
Shares7,058 from 8,356
Change-1,298 (-16%)
Value$572.9K (-$119.4K)
Filed 2026-10-29
Blue Capital, Inc.
DECREASED
Shares7,039 from 7,108
Change-69 (-1%)
Value$571.2K (-$17.6K)
Filed 2026-10-13
Schwallier Wealth Management LLC
DECREASED
Shares7,002 from 7,085
Change-83 (-1%)
Value$568.3K (-$18.6K)
Filed 2026-11-05
Copper Harbor Investment Advisors, LLC
INCREASED
Shares6,972 from 6,907
Change+65 (+1%)
Value$565.8K (-$6.3K)
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares6,934 from 7,249
Change-315 (-4%)
Value$562.8K (-$37.7K)
Filed 2026-10-29
AlphaStar Capital Management, LLC
INCREASED
Shares6,875 from 5,671
Change+1,204 (+21%)
Value$558.0K (+$88.2K)
Filed 2026-10-16
Accredited Investor Services, LLC
DECREASED
Shares6,872 from 7,148
Change-276 (-4%)
Value$557.7K (-$34.4K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
DECREASED
Shares6,870 from 10,313
Change-3,443 (-33%)
Value$557.6K (-$296.8K)
Filed 2026-10-16
Focused Wealth Management, Inc
DECREASED
Shares6,834 from 6,930
Change-96 (-1%)
Value$554.7K (-$19.4K)
Filed 2026-10-30
Carmel Capital Partners, LLC
NEW
Shares6,819
Change+6,819
Value$553.4K
Filed 2026-11-03
Johnson Financial Group, LLC
DECREASED
Shares6,818 from 9,531
Change-2,713 (-28%)
Value$553.4K (-$236.2K)
Filed 2026-11-03
Milestone Asset Management Group, LLC
DECREASED
Shares6,766 from 6,869
Change-103 (-1%)
Value$549.2K (-$19.9K)
Filed 2026-10-20
Livet Wealth, LLC
DECREASED
Shares6,755 from 6,809
Change-54 (-1%)
Value$548.2K (-$15.8K)
Filed 2026-10-27
Tactive Advisors, LLC
INCREASED
Shares6,754 from 5,886
Change+868 (+15%)
Value$548.1K (+$60.6K)
Filed 2026-10-08
City Holding Co
DECREASED
Shares6,740 from 7,830
Change-1,090 (-14%)
Value$547.0K (-$101.7K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares6,686 from 10,183
Change-3,497 (-34%)
Value$542.6K (-$300.9K)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED
Shares6,683 from 6,234
Change+449 (+7%)
Value$542.4K (+$26.0K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
DECREASED
Shares6,678 from 7,420
Change-742 (-10%)
Value$495.8K (-$118.8K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares6,676 from 6,432
Change+244 (+4%)
Value$541.8K (+$46.2K)
Filed 2026-10-19
Fort Washington Investment Advisors Inc
DECREASED
Shares6,673 from 7,196
Change-523 (-7%)
Value$541.6K (-$54.5K)
Filed 2026-10-15
Noesis Capital Mangement Corp
INCREASED
Shares6,649 from 6,497
Change+152 (+2%)
Value$539.6K (+$1.4K)
Filed 2026-10-26
American National Bank & Trust
INCREASED
Shares6,646 from 6,467
Change+179 (+3%)
Value$539.4K (+$3.7K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
INCREASED
Shares6,637 from 6,361
Change+276 (+4%)
Value$538.6K (+$11.7K)
Filed 2026-10-22
Morton Capital Management LLC
DECREASED
Shares6,629 from 6,886
Change-257 (-4%)
Value$538.0K (-$32.4K)
Filed 2026-10-23
Hixon Zuercher, LLC
UNCHANGED
Shares6,620 from 6,620
Change0 (0%)
Value$537.3K (-$11.1K)
Filed 2026-10-13
Seven Post Investment Office LP
UNCHANGED
Shares6,606 from 6,606
Change0 (0%)
Value$536.1K (-$11.1K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares6,583 from 6,189
Change+394 (+6%)
Value$534.3K (+$21.6K)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
INCREASED
Shares6,561 from 6,008
Change+553 (+9%)
Value$532.5K (+$34.8K)
Filed 2026-10-27
True Link Financial Advisors, LLC
INCREASED
Shares6,536 from 6,526
Change+10 (+0%)
Value$530.5K (-$10.2K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares6,519 from 7,633
Change-1,114 (-15%)
Value$529.1K (-$103.2K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares6,505 from 6,442
Change+63 (+1%)
Value$527.9K (-$5.7K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED
Shares6,502 from 7,479
Change-977 (-13%)
Value$527.7K (-$91.9K)
Filed 2026-10-19
Penobscot Wealth Management
INCREASED
Shares6,496 from 6,266
Change+230 (+4%)
Value$527.2K (+$8.1K)
Filed 2026-10-21
GSG Advisors LLC
NEW
Shares6,457
Change+6,457
Value$524.1K
Filed 2026-11-03
City State Bank
INCREASED
Shares6,450 from 6,402
Change+48 (+1%)
Value$523.5K (-$6.9K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED
Shares6,397 from 5,107
Change+1,290 (+25%)
Value$519.2K (+$96.1K)
Filed 2026-10-26
AWM Capital, LLC
DECREASED
Shares6,395 from 6,443
Change-48 (-1%)
Value$519.0K (-$14.7K)
Filed 2026-10-16
Sageworth Trust Co
UNCHANGED
Shares6,385 from 6,385
Change0 (0%)
Value$518.2K (-$10.7K)
Filed 2026-10-30
Private Management Group Inc
INCREASED
Shares6,374 from 6,329
Change+45 (+1%)
Value$517.3K (-$7.0K)
Filed 2026-11-04
Professional Financial Advisors, LLC
DECREASED
Shares6,337 from 14,055
Change-7,718 (-55%)
Value$514.3K (-$650.0K)
Filed 2026-10-13
Decker Retirement Planning Inc.
DECREASED
Shares6,327 from 7,204
Change-877 (-12%)
Value$513.5K (-$83.3K)
Filed 2026-10-19
Bell Bank
INCREASED
Shares6,308 from 5,266
Change+1,042 (+20%)
Value$512.0K (+$75.7K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares6,279 from 6,275
Change+4 (+0%)
Value$509.6K (-$10.2K)
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares6,278
Change+6,278
Value$509.5K
Filed 2026-10-28
apricus wealth, LLC
INCREASED
Shares6,275 from 5,775
Change+500 (+9%)
Value$509.3K (+$30.9K)
Filed 2026-10-26
MKT Advisors LLC
DECREASED
Shares6,250 from 6,929
Change-679 (-10%)
Value$503.1K (-$49.7K)
Filed 2026-10-20
RCS Financial Planning, LLC
DECREASED
Shares6,205 from 10,860
Change-4,655 (-43%)
Value$503.6K (-$396.0K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares6,190 from 6,821
Change-631 (-9%)
Value$502.4K (-$62.7K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares6,180 from 5,792
Change+388 (+7%)
Value$501.6K (+$21.8K)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares6,159 from 6,159
Change0 (0%)
Value$499.9K (-$10.3K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
DECREASED
Shares6,129 from 6,684
Change-555 (-8%)
Value$497.4K (-$56.3K)
Filed 2026-10-14
SilverOak Wealth Management LLC
INCREASED
Shares6,126 from 5,588
Change+538 (+10%)
Value$497.2K (+$34.3K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares6,099 from 6,099
Change0 (0%)
Value$495.0K (-$10.2K)
Filed 2026-10-21
KFG LLC
NEW
Shares6,024
Change+6,024
Value$488.9K
Filed 2026-11-02
Lexington Hill Partners, LLC
DECREASED
Shares6,010 from 6,088
Change-78 (-1%)
Value$487.8K (-$16.6K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares5,994 from 6,054
Change-60 (-1%)
Value$486.5K (-$15.0K)
Filed 2026-10-26
Mitchell Capital Management Co
INCREASED
Shares5,990 from 5,934
Change+56 (+1%)
Value$486.1K (-$5.4K)
Filed 2026-10-29
Atlatl Advisers LLC
DECREASED
Shares5,948 from 7,883
Change-1,935 (-25%)
Value$482.7K (-$170.3K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares5,939 from 5,675
Change+264 (+5%)
Value$482.0K (+$11.9K)
Filed 2026-10-22
Synergy Asset Management, LLC
DECREASED
Shares5,932 from 6,129
Change-197 (-3%)
Value$481.4K (-$26.3K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
INCREASED
Shares5,891 from 4,885
Change+1,006 (+21%)
Value$478.1K (+$73.4K)
Filed 2026-11-03
Advisortrust Partners, LLC
DECREASED
Shares5,880 from 6,016
Change-136 (-2%)
Value$477.2K (-$21.1K)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares5,842 from 9,888
Change-4,046 (-41%)
Value$474.0K (-$345.0K)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED
Shares5,840 from 5,660
Change+180 (+3%)
Value$473.0K (+$5.0K)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares5,815 from 4,729
Change+1,086 (+23%)
Value$472.0K (+$80.2K)
Filed 2026-11-03
Financial Life Advisors
UNCHANGED
Shares5,799 from 5,799
Change0 (0%)
Value$470.6K (-$9.7K)
Filed 2026-10-14
Hanson & Doremus Investment Management
DECREASED
Shares5,785 from 5,882
Change-97 (-2%)
Value$470 (-$486.5K)
Filed 2026-10-16
Imc-Chicago, LLC
INCREASED
Shares5,782 from 5,778
Change+4 (+0%)
Value$469.3K (-$9.4K)
Filed 2026-11-05
Maryland Capital Advisors Inc.
DECREASED
Shares5,769 from 5,952
Change-183 (-3%)
Value$468.2K (-$24.9K)
Filed 2026-10-15
Integrity Investment Advisors, LLC
UNCHANGED
Shares5,734 from 5,734
Change0 (0%)
Value$465.4K (-$9.6K)
Filed 2026-11-03
CrossGen Wealth, LLC
INCREASED
Shares5,687 from 4,515
Change+1,172 (+26%)
Value$461.5K (+$87.5K)
Filed 2026-10-30
Spectrum Advisors, Inc.
DECREASED
Shares5,686 from 5,863
Change-177 (-3%)
Value$461.5K (-$24.2K)
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
INCREASED
Shares5,661 from 5,073
Change+588 (+12%)
Value$459.5K (+$39.2K)
Filed 2026-10-26
Covenant Asset Management, LLC
NEW
Shares5,657
Change+5,657
Value$459.1K
Filed 2026-10-14
SYM Financial Corp
DECREASED
Shares5,651 from 5,875
Change-224 (-4%)
Value$458.6K (-$28.1K)
Filed 2026-10-26
Outbound Financial Inc
UNCHANGED
Shares5,627 from 5,627
Change0 (0%)
Value$456.7K (-$9.5K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares5,612 from 5,660
Change-48 (-1%)
Value$455.5K (-$13.4K)
Filed 2026-11-03
Patten & Patten Inc
DECREASED
Shares5,596 from 6,646
Change-1,050 (-16%)
Value$454.2K (-$96.4K)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$452.0K (-$9.4K)
Filed 2026-10-09
Augustine Asset Management Inc
DECREASED
Shares5,557 from 5,592
Change-35 (-1%)
Value$451.0K (-$12.2K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
INCREASED
Shares5,552 from 5,420
Change+132 (+2%)
Value$450.6K (+$1.6K)
Filed 2026-10-16
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares5,515 from 5,515
Change0 (0%)
Value$447.6K (-$9.3K)
Filed 2026-10-08
Entrewealth, LLC
DECREASED
Shares5,512 from 6,081
Change-569 (-9%)
Value$447.3K (-$35.1K)
Filed 2026-10-14
Formidable Asset Management, LLC
DECREASED
Shares5,464 from 5,465
Change-1 (0%)
Value$452.6K (+$71.5K)
Filed 2026-11-03
Jeter Robert S II
INCREASED
Shares5,444 from 4,359
Change+1,085 (+25%)
Value$436.7K (+$82.2K)
Filed 2026-10-16
Beacon Financial Planning, Inc
INCREASED
Shares5,416 from 2,720
Change+2,696 (+99%)
Value$439.6K (+$214.2K)
Filed 2026-11-04
One Way Holdings LLC
INCREASED
Shares5,391 from 4,655
Change+736 (+16%)
Value$437.5K (+$51.9K)
Filed 2026-10-29
Carter Financial Group, Inc.
DECREASED
Shares5,366 from 5,418
Change-52 (-1%)
Value$435.5K (-$13.3K)
Filed 2026-10-21
Hudson Capital Management LLC
DECREASED
Shares5,319 from 5,576
Change-257 (-5%)
Value$431.7K (-$30.2K)
Filed 2026-10-20
Petros Family Wealth, LLC
DECREASED
Shares5,276 from 6,802
Change-1,526 (-22%)
Value$428.2K (-$135.3K)
Filed 2026-10-28
RAM Investment Partners, LLC
INCREASED
Shares5,267 from 4,234
Change+1,033 (+24%)
Value$427.5K (+$76.7K)
Filed 2026-10-21
KDK Private Wealth Management, LLC
DECREASED
Shares5,262 from 5,280
Change-18 (0%)
Value$427.0K (-$10.3K)
Filed 2026-11-03
Meredith Wealth Planning
INCREASED
Shares5,256 from 5,132
Change+124 (+2%)
Value$426.6K (+$1.4K)
Filed 2026-10-14
AAF Wealth Management, LLC
DECREASED
Shares5,237 from 5,465
Change-228 (-4%)
Value$425.0K (-$27.7K)
Filed 2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED
Shares5,228 from 5,036
Change+192 (+4%)
Value$424.3K (+$7.1K)
Filed 2026-11-04
Capital Wealth Management, LLC
DECREASED
Shares5,221 from 5,318
Change-97 (-2%)
Value$423.8K (-$16.8K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
NEW
Shares5,211
Change+5,211
Value$403.0K
Filed 2026-10-21
Winter & Associates, Inc.
INCREASED
Shares5,131 from 4,901
Change+230 (+5%)
Value$397.0K (-$9.0K)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares5,117 from 4,405
Change+712 (+16%)
Value$415.3K (+$50.4K)
Filed 2026-10-30
Brady Family Wealth, LLC
INCREASED
Shares5,093 from 5,073
Change+20 (+0%)
Value$413.3K (-$6.9K)
Filed 2026-11-02
First County Bank
INCREASED
Shares5,070 from 4,918
Change+152 (+3%)
Value$411.5K (+$4.1K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares5,059 from 5,059
Change0 (0%)
Value$410.6K (-$8.5K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
DECREASED
Shares5,046 from 5,100
Change-54 (-1%)
Value$409.5K (-$13.0K)
Filed 2026-11-05
Atlas Brown,Inc.
DECREASED
Shares5,032 from 5,175
Change-143 (-3%)
Value$408.4K (-$20.3K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
DECREASED
Shares5,024 from 5,251
Change-227 (-4%)
Value$407.7K (-$27.2K)
Filed 2026-11-05
Northbridge Financial Group, LLC
DECREASED
Shares5,023 from 6,116
Change-1,093 (-18%)
Value$417.1K (-$89.5K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
INCREASED
Shares5,021 from 5,007
Change+14 (+0%)
Value$407.5K (-$7.3K)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares5,010 from 4,570
Change+440 (+10%)
Value$406.6K (+$28.0K)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares4,995 from 4,819
Change+176 (+4%)
Value$405.4K (+$6.2K)
Filed 2026-10-22
Aviso Wealth Management
DECREASED
Shares4,993 from 5,302
Change-309 (-6%)
Value$405.2K (-$34.0K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
DECREASED
Shares4,978 from 7,144
Change-2,166 (-30%)
Value$404.1K (-$187.7K)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
DECREASED
Shares4,972 from 5,448
Change-476 (-9%)
Value$403.6K (-$47.8K)
Filed 2026-10-21
Cynosure Group, LLC
DECREASED
Shares4,959 from 4,960
Change-1 (0%)
Value$402.5K (-$8.3K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED
Shares4,928 from 4,928
Change0 (0%)
Value$400.0K (-$8.3K)
Filed 2026-10-13
Corrado Advisors, LLC
DECREASED
Shares4,915 from 5,471
Change-556 (-10%)
Value$398.9K (-$54.3K)
Filed 2026-10-27
Stage Harbor Financial, LLC
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$398.9K (-$8.3K)
Filed 2026-11-03
Huntleigh Advisors, Inc.
DECREASED
Shares4,873 from 5,014
Change-141 (-3%)
Value$395.5K (-$19.9K)
Filed 2026-11-03
Kagan Cocozza Asset Management
DECREASED
Shares4,856 from 4,864
Change-8 (0%)
Value$394.1K (-$8.8K)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
INCREASED
Shares4,831 from 4,663
Change+168 (+4%)
Value$392.1K (+$5.8K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED
Shares4,786 from 6,011
Change-1,225 (-20%)
Value$388.4K (-$109.5K)
Filed 2026-10-14
Adelphi Trust Co
INCREASED
Shares4,779 from 3,956
Change+823 (+21%)
Value$387.9K (+$60.1K)
Filed 2026-10-05
Guidance Capital, Inc
DECREASED
Shares4,764 from 228,858
Change-224,094 (-98%)
Value$354.4K (-$17.5M)
Filed 2026-11-03
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares4,743 from 7,483
Change-2,740 (-37%)
Value$384.9K (-$235.0K)
Filed 2026-10-16
Forte Asset Management LLC
UNCHANGED
Shares4,688 from 4,688
Change0 (0%)
Value$380.5K (-$7.9K)
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares4,682 from 5,132
Change-450 (-9%)
Value$380.0K (-$45.1K)
Filed 2026-10-01
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,680 from 4,686
Change-6 (0%)
Value$379.8K (-$8.4K)
Filed 2026-10-27
Detalus Advisors, LLC
DECREASED
Shares4,678 from 4,689
Change-11 (0%)
Value$379.7K (-$8.8K)
Filed 2026-10-15
True North Advisors, LLC
NEW
Shares4,672
Change+4,672
Value$379.2K
Filed 2026-10-22
Fortune Financial Group, Inc.
DECREASED
Shares4,643 from 5,398
Change-755 (-14%)
Value$376.8K (-$70.3K)
Filed 2026-10-22
Harrington Investments, Inc
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$375.9K (-$7.8K)
Filed 2026-10-14
Gemmer Asset Management LLC
DECREASED
Shares4,631 from 5,009
Change-378 (-8%)
Value$375.9K (-$39.1K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares4,616 from 4,370
Change+246 (+6%)
Value$374.7K (+$12.7K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$380.5K ($0)
Filed 2026-11-05
Uptown Financial Advisors LLC
UNCHANGED
Shares4,592 from 4,592
Change0 (0%)
Value$372.7K (-$7.7K)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares4,582 from 2,627
Change+1,955 (+74%)
Value$371.9K (+$154.3K)
Filed 2026-10-22
Bouvel Investment Partners, LLC
UNCHANGED
Shares4,572 from 4,572
Change0 (0%)
Value$371.1K (-$7.7K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED
Shares4,571 from 4,571
Change0 (0%)
Value$371.0K (-$7.7K)
Filed 2026-10-09
180 Wealth Advisors, LLC
DECREASED
Shares4,542 from 4,825
Change-283 (-6%)
Value$368.6K (-$31.1K)
Filed 2026-11-03
SLT Holdings LLC
NEW
Shares4,510
Change+4,510
Value$366.0K
Filed 2026-10-15
Fulcrum Capital LLC
DECREASED
Shares4,450 from 5,480
Change-1,030 (-19%)
Value$361.2K (-$92.8K)
Filed 2026-10-15
Arlington Financial Advisors, LLC
INCREASED
Shares4,437 from 4,218
Change+219 (+5%)
Value$360.1K (+$10.7K)
Filed 2026-10-19
Impact Capital Partners LLC
DECREASED
Shares4,389 from 4,399
Change-10 (0%)
Value$356.2K (-$8.2K)
Filed 2026-10-22
Clearwave Capital, LLC
DECREASED
Shares4,383 from 4,420
Change-37 (-1%)
Value$355.7K (-$10.4K)
Filed 2026-10-27
Abel Hall, LLC
INCREASED
Shares4,355 from 4,331
Change+24 (+1%)
Value$353.5K (-$5.3K)
Filed 2026-10-19
Old Port Advisors
DECREASED
Shares4,349 from 4,386
Change-37 (-1%)
Value$353.0K (-$10.4K)
Filed 2026-10-23
Quantify Chaos Advisors, LLC
UNCHANGED
Shares4,341 from 4,341
Change0 (0%)
Value$352.3K (-$7.3K)
Filed 2026-11-04
Dynamic Financial Group
INCREASED
Shares4,335 from 4,272
Change+63 (+1%)
Value$351.8K (-$2.1K)
Filed 2026-10-28
Inscription Capital, LLC
DECREASED
Shares4,322 from 6,104
Change-1,782 (-29%)
Value$350.8K (-$154.8K)
Filed 2026-11-02
Downshift Financial, LLC
DECREASED
Shares4,321 from 4,779
Change-458 (-10%)
Value$350.7K (-$45.2K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares4,312 from 3,730
Change+582 (+16%)
Value$350.0K (+$41.0K)
Filed 2026-10-19
Harmony Asset Management LLC
INCREASED
Shares4,302 from 3,838
Change+464 (+12%)
Value$349.2K (+$31.2K)
Filed 2026-10-20
Piscataqua Savings Bank
DECREASED
Shares4,293 from 4,549
Change-256 (-6%)
Value$348.4K (-$28.5K)
Filed 2026-10-21
Wrenne Financial Planning LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$348.1K (-$7.2K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares4,279
Change+4,279
Value$347.3K
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares4,265 from 4,238
Change+27 (+1%)
Value$346.1K (-$4.9K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares4,250 from 700
Change+3,550 (+507%)
Value$345.0K (+$286.9K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED
Shares4,234 from 3,634
Change+600 (+17%)
Value$343.6K (+$42.6K)
Filed 2026-11-02
My Personal CFO, LLC
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$343.5K (-$7.1K)
Filed 2026-10-14
Prism Planning Partners LLC
DECREASED
Shares4,226 from 4,252
Change-26 (-1%)
Value$343.0K (-$9.3K)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares4,212 from 3,922
Change+290 (+7%)
Value$341.8K (+$16.9K)
Filed 2026-10-16
Keenan, LLC
DECREASED
Shares4,205 from 5,704
Change-1,499 (-26%)
Value$341.3K (-$131.2K)
Filed 2026-10-23
Burney Co/
INCREASED
Shares4,169 from 3,479
Change+690 (+20%)
Value$338.4K (+$50.2K)
Filed 2026-10-15
RHS Financial, LLC
DECREASED
Shares4,165 from 4,706
Change-541 (-11%)
Value$338.0K (-$51.8K)
Filed 2026-10-13
Factor Wealth Management LTD
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$338.0K (-$7.0K)
Filed 2026-10-08
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,140 from 4,140
Change0 (0%)
Value$336.0K (-$7.0K)
Filed 2026-10-15
TCI Wealth Advisors, Inc.
NEW
Shares4,133
Change+4,133
Value$335.4K
Filed 2026-10-30
King Luther Capital Management Corp
UNCHANGED
Shares4,098 from 4,098
Change0 (0%)
Value$332.6K (-$6.9K)
Filed 2026-11-05
Beacon Financial Group
DECREASED
Shares4,095 from 4,103
Change-8 (0%)
Value$332.4K (-$7.5K)
Filed 2026-10-19
Epiq Partners, LLC
INCREASED
Shares4,084 from 2,829
Change+1,255 (+44%)
Value$331.4K (+$97.0K)
Filed 2026-10-07
Nixon Peabody Trust Co
INCREASED
Shares4,080 from 2,848
Change+1,232 (+43%)
Value$331.1K (+$95.2K)
Filed 2026-10-23
Denver PWM, LLC
UNCHANGED
Shares4,060 from 4,060
Change0 (0%)
Value$329.5K (-$123)
Filed 2026-10-22
Destiny Wealth Partners, LLC
INCREASED
Shares4,053 from 3,975
Change+78 (+2%)
Value$301.4K (-$7.0K)
Filed 2026-11-05
Prairiewood Capital, LLC
UNCHANGED
Shares4,051 from 4,051
Change0 (0%)
Value$328.8K (-$6.8K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED
Shares4,036 from 4,036
Change0 (0%)
Value$327.6K (-$6.8K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares4,027 from 2,480
Change+1,547 (+62%)
Value$326.8K (+$121.4K)
Filed 2026-10-26
waypoint wealth counsel
INCREASED
Shares4,027 from 3,065
Change+962 (+31%)
Value$326.8K (+$72.9K)
Filed 2026-10-22
Stirlingshire Investments, Inc.
DECREASED
Shares4,010 from 5,543
Change-1,533 (-28%)
Value$325.4K (-$133.7K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED
Shares4,004 from 4,017
Change-13 (0%)
Value$325.0K (-$7.8K)
Filed 2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED
Shares3,999 from 3,999
Change0 (0%)
Value$324.6K (-$6.7K)
Filed 2026-11-04
Trust Co of Toledo NA
INCREASED
Shares3,996 from 3,484
Change+512 (+15%)
Value$324.3K (+$35.7K)
Filed 2026-10-16
Matrix Asset Advisors Inc
UNCHANGED
Shares3,988 from 3,988
Change0 (0%)
Value$323.7K (-$6.7K)
Filed 2026-10-13
Postrock Partners LLC
UNCHANGED
Shares3,988 from 3,988
Change0 (0%)
Value$323.7K (-$6.7K)
Filed 2026-11-02
Lockerman Financial Group, Inc.
DECREASED
Shares3,986 from 6,516
Change-2,530 (-39%)
Value$323.5K (-$216.3K)
Filed 2026-10-19
Integris Wealth Management, LLC
UNCHANGED
Shares3,982 from 3,982
Change0 (0%)
Value$323.2K (-$6.7K)
Filed 2026-10-14
Ti-Trust, Inc
UNCHANGED
Shares3,974 from 3,974
Change0 (0%)
Value$322.5K (-$6.7K)
Filed 2026-10-21
IVC Wealth Advisors LLC
DECREASED
Shares3,915 from 3,942
Change-27 (-1%)
Value$317.8K (-$8.8K)
Filed 2026-10-23
Forum Financial Management, LP
INCREASED
Shares3,906 from 3,142
Change+764 (+24%)
Value$317.0K (+$56.7K)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares3,899 from 3,689
Change+210 (+6%)
Value$316.4K (+$10.8K)
Filed 2026-10-08
Avion Wealth
DECREASED
Shares3,886 from 3,924
Change-38 (-1%)
Value$315.0K (-$10.0K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares3,868 from 3,602
Change+266 (+7%)
Value$314.0K (+$15.6K)
Filed 2026-10-19
AM Investment Strategies LLC
UNCHANGED
Shares3,856 from 3,856
Change0 (0%)
Value$313.0K (+$312.7K)
Filed 2026-11-05
Instrumental Wealth, LLC
INCREASED
Shares3,855 from 3,641
Change+214 (+6%)
Value$312.9K (+$11.2K)
Filed 2026-10-20
Great Point Wealth Advisors, LLC
DECREASED
Shares3,853 from 3,964
Change-111 (-3%)
Value$312.7K (-$15.7K)
Filed 2026-10-15
Level Wealth Management LLC
NEW
Shares3,828
Change+3,828
Value$310.7K
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares3,826
Change+3,826
Value$310.5K
Filed 2026-10-05
Register Financial Advisors LLC
INCREASED
Shares3,817 from 3,775
Change+42 (+1%)
Value$309.8K (-$2.9K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED
Shares3,776 from 5,018
Change-1,242 (-25%)
Value$306.4K (-$109.3K)
Filed 2026-10-21
Magnolia Capital Management LTD
UNCHANGED
Shares3,775 from 3,775
Change0 (0%)
Value$306 (-$7)
Filed 2026-10-09
Quad-Cities Investment Group, LLC
INCREASED
Shares3,771 from 3,704
Change+67 (+2%)
Value$306.1K (-$786)
Filed 2026-10-16
AMI Investment Management Inc
NEW
Shares3,710
Change+3,710
Value$301.1K
Filed 2026-10-27
Cordoba Advisory Partners LLC
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$300.0K (-$6.2K)
Filed 2026-10-19
Hobbs Wealth Management, LLC
DECREASED
Shares3,685 from 3,778
Change-93 (-2%)
Value$299.1K (-$13.9K)
Filed 2026-10-20
Abacus Wealth Partners, LLC
INCREASED
Shares3,674 from 3,093
Change+581 (+19%)
Value$298.2K (+$42.0K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
DECREASED
Shares3,668 from 5,836
Change-2,168 (-37%)
Value$297.7K (-$185.8K)
Filed 2026-10-19
Anchyra Partners LLC
DECREASED
Shares3,654 from 3,835
Change-181 (-5%)
Value$296.6K (-$21.1K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares3,652 from 5,908
Change-2,256 (-38%)
Value$296.4K (-$193.0K)
Filed 2026-10-19
River Street Advisors LLC
DECREASED
Shares3,635 from 3,690
Change-55 (-1%)
Value$295.0K (-$10.7K)
Filed 2026-10-22
Miramontes Capital, LLC
DECREASED
Shares3,621 from 3,637
Change-16 (0%)
Value$293.9K (-$7.4K)
Filed 2026-10-19
Gimbal Financial
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$291.4K (-$6.0K)
Filed 2026-10-19
Burford Brothers, Inc.
DECREASED
Shares3,579 from 4,401
Change-822 (-19%)
Value$290.5K (-$74.1K)
Filed 2026-10-21
Fortem Financial Group, LLC
NEW
Shares3,576
Change+3,576
Value$290.2K
Filed 2026-10-20
Clear Wave Wealth Management LLC
DECREASED
Shares3,571 from 4,216
Change-645 (-15%)
Value$289.8K (-$59.4K)
Filed 2026-11-04
Hardin Capital Partners, LLC
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$289.1K (-$6.3K)
Filed 2026-10-09
Delta Wealth Advisors LLC
DECREASED
Shares3,560 from 3,932
Change-372 (-9%)
Value$288.9K (-$36.8K)
Filed 2026-10-09
Advisory Advocates, LLC
INCREASED
Shares3,536 from 2,838
Change+698 (+25%)
Value$287.0K (+$51.8K)
Filed 2026-11-05
Certior Financial Group, LLC
DECREASED
Shares3,533 from 3,581
Change-48 (-1%)
Value$286.7K (-$9.9K)
Filed 2026-10-19
NorthAvenue LLC
DECREASED
Shares3,527 from 3,564
Change-37 (-1%)
Value$286.2K (-$9.0K)
Filed 2026-10-29
Guerra PAN Advisors, LLC
INCREASED
Shares3,522 from 2,979
Change+543 (+18%)
Value$272.4K (+$25.6K)
Filed 2026-10-26
Platform Technology Partners
DECREASED
Shares3,515 from 3,725
Change-210 (-6%)
Value$285.3K (-$23.2K)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
NEW
Shares3,501
Change+3,501
Value$284.1K
Filed 2026-11-02
Ethic Inc.
DECREASED
Shares3,501 from 19,472
Change-15,971 (-82%)
Value$284.2K (-$1.3M)
Filed 2026-11-03
San Luis Wealth Advisors LLC
INCREASED
Shares3,487 from 2,931
Change+556 (+19%)
Value$283.0K (+$40.2K)
Filed 2026-10-27
Obsidian CIO, LLC
UNCHANGED
Shares3,481 from 3,481
Change0 (0%)
Value$282.5K (-$5.8K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares3,465 from 3,529
Change-64 (-2%)
Value$281.2K (-$11.1K)
Filed 2026-10-15
Strategic Equity Management
DECREASED
Shares3,463 from 11,633
Change-8,170 (-70%)
Value$281.0K (-$682.6K)
Filed 2026-11-04
Cutler Investment Counsel LLC
UNCHANGED
Shares3,456 from 3,456
Change0 (0%)
Value$280.5K (-$5.8K)
Filed 2026-10-28
Kooman & Associates
DECREASED
Shares3,449 from 3,556
Change-107 (-3%)
Value$279.9K (-$14.7K)
Filed 2026-10-21
Presilium Private Wealth, LLC
INCREASED
Shares3,444 from 3,304
Change+140 (+4%)
Value$279.5K (+$5.8K)
Filed 2026-10-26
DB&C Advisors, LLC
INCREASED
Shares3,443 from 3,432
Change+11 (+0%)
Value$279.5K (-$4.9K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
DECREASED
Shares3,439 from 3,876
Change-437 (-11%)
Value$279.1K (-$42.0K)
Filed 2026-11-03
Capital Advantage, Inc.
INCREASED
Shares3,434 from 2,832
Change+602 (+21%)
Value$278.7K (+$44.1K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares3,422 from 23,484
Change-20,062 (-85%)
Value$277.3K (-$1.7M)
Filed 2026-10-27
Echo45 Advisors LLC
NEW
Shares3,398
Change+3,398
Value$275.8K
Filed 2026-10-07
Objective Capital Management, LLC
UNCHANGED
Shares3,378 from 3,378
Change0 (0%)
Value$274.2K (-$5.7K)
Filed 2026-10-13
Capital Squared Financial LLC
NEW
Shares3,374
Change+3,374
Value$273.8K
Filed 2026-10-30
Cadent Capital Advisors, LLC
DECREASED
Shares3,367 from 3,388
Change-21 (-1%)
Value$273.3K (-$7.3K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED
Shares3,360 from 3,093
Change+267 (+9%)
Value$272.7K (+$16.5K)
Filed 2026-10-13
Flagship Private Wealth, LLC
DECREASED
Shares3,342 from 3,732
Change-390 (-10%)
Value$271.2K (-$37.9K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares3,323 from 3,904
Change-581 (-15%)
Value$269.7K (-$53.7K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares3,304 from 2,884
Change+420 (+15%)
Value$268.1K (+$29.2K)
Filed 2026-10-20
Lazari Capital Management, Inc.
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$267.6K (-$5.5K)
Filed 2026-10-20
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$265.9K (-$5.5K)
Filed 2026-10-16
Madson Wealth Advisors Inc
DECREASED
Shares3,266 from 7,016
Change-3,750 (-53%)
Value$265.0K (-$316.1K)
Filed 2026-10-13
GEM Asset Management, LLC
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$264.7K (-$5.5K)
Filed 2026-10-13
Rockland Trust Co
NEW
Shares3,260
Change+3,260
Value$264.6K
Filed 2026-10-05
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$263.9K (-$5.5K)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares3,240 from 3,291
Change-51 (-2%)
Value$263.0K (-$9.7K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares3,237 from 3,738
Change-501 (-13%)
Value$262.7K (-$46.9K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
NEW
Shares3,235
Change+3,235
Value$262.6K
Filed 2026-10-16
Brian LOW Financial Group, LLC
DECREASED
Shares3,235 from 3,269
Change-34 (-1%)
Value$262.6K (-$8.2K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
NEW
Shares3,229
Change+3,229
Value$262.1K
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
NEW
Shares3,222
Change+3,222
Value$261.5K
Filed 2026-10-20
MontVue Capital Management, Inc.
DECREASED
Shares3,211 from 3,286
Change-75 (-2%)
Value$260.6K (-$11.6K)
Filed 2026-10-19
ETF Store, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$259.7K (-$5.4K)
Filed 2026-10-19
Investmark Advisory Group LLC
NEW
Shares3,198
Change+3,198
Value$259.6K
Filed 2026-10-27
CPA Asset Management Group, LLC
DECREASED
Shares3,188 from 3,191
Change-3 (0%)
Value$258.7K (-$5.6K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares3,186 from 11,993
Change-8,807 (-73%)
Value$258.6K (-$734.9K)
Filed 2026-10-14
Trust Co
INCREASED
Shares3,177 from 3,110
Change+67 (+2%)
Value$257.9K (+$251)
Filed 2026-10-09
Valpey Financial Services, LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$256.3K (-$5.3K)
Filed 2026-10-30
Bensler, LLC
INCREASED
Shares3,151 from 2,919
Change+232 (+8%)
Value$255.8K (+$13.9K)
Filed 2026-11-05
Equitable Trust Co
UNCHANGED
Shares3,142 from 3,142
Change0 (0%)
Value$255.0K (-$5.3K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares3,140 from 4,017
Change-877 (-22%)
Value$254.8K (-$77.9K)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$253.0K (-$5.0K)
Filed 2026-11-05
Merited Wealth, LLC
DECREASED
Shares3,108 from 3,223
Change-115 (-4%)
Value$252.2K (-$14.7K)
Filed 2026-10-13
Plan A Wealth LLC
UNCHANGED
Shares3,108 from 3,108
Change0 (0%)
Value$252.2K (-$5.2K)
Filed 2026-10-08
Obermeyer Wealth Partners
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$251.4K (-$5.2K)
Filed 2026-10-21
Mainsail Asset Management, LLC
NEW
Shares3,077
Change+3,077
Value$255.5K
Filed 2026-10-14
Austin Asset Management Co Inc
DECREASED
Shares3,076 from 4,331
Change-1,255 (-29%)
Value$249.6K (-$109.1K)
Filed 2026-10-29
Bokf, NA
DECREASED
Shares3,072 from 3,414
Change-342 (-10%)
Value$249.3K (-$33.5K)
Filed 2026-10-27
Annex Advisory Services, LLC
NEW
Shares3,059
Change+3,059
Value$248.3K
Filed 2026-10-16
Sutton Place Investors LLC
NEW
Shares3,034
Change+3,034
Value$246.2K
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares3,032 from 3,021
Change+11 (+0%)
Value$246.1K (-$4.2K)
Filed 2026-10-16
Grandfield & Dodd, LLC
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$246.1K (-$5.1K)
Filed 2026-10-29
Barings LLC
NEW
Shares3,000
Change+3,000
Value$245.7K
Filed 2026-10-22
Traphagen Investment Advisors LLC
INCREASED
Shares2,990 from 2,625
Change+365 (+14%)
Value$242.6K (+$25.2K)
Filed 2026-10-14
Cordatus Wealth Management LLC
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$242.7K (-$5.0K)
Filed 2026-10-19
Town Capital LLC
DECREASED
Shares2,986 from 3,349
Change-363 (-11%)
Value$242.3K (-$35.1K)
Filed 2026-11-03
Clark Financial Services Group Inc
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$241.6K (-$5.0K)
Filed 2026-10-19
Successful Portfolios LLC
INCREASED
Shares2,964 from 2,774
Change+190 (+7%)
Value$247.7K (+$22.4K)
Filed 2026-10-09
Investment Partners, Ltd.
NEW
Shares2,962
Change+2,962
Value$240.4K
Filed 2026-10-29
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$239.0K (-$4.9K)
Filed 2026-10-13
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$237.8K (-$4.9K)
Filed 2026-11-06
Embree Financial Group
INCREASED
Shares2,919 from 2,580
Change+339 (+13%)
Value$236.9K (+$23.2K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
DECREASED
Shares2,918 from 3,155
Change-237 (-8%)
Value$236.9K (-$24.5K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
NEW
Shares2,894
Change+2,894
Value$234.9K
Filed 2026-11-03
Cardinal Point Capital Management ULC
INCREASED
Shares2,885 from 2,653
Change+232 (+9%)
Value$234.1K (+$14.4K)
Filed 2026-10-21
Trellis Wealth Advisors LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$233.3K (-$4.8K)
Filed 2026-10-19
Boyum Wealth Architects LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$235.6K (+$11.1K)
Filed 2026-10-06
Gradient Investments LLC
NEW
Shares2,838
Change+2,838
Value$230.3K
Filed 2026-10-08
Foundry Financial LLC
NEW
Shares2,837
Change+2,837
Value$230.2K
Filed 2026-10-16
Farmers & Merchants Investments Inc
INCREASED
Shares2,827 from 2,584
Change+243 (+9%)
Value$229.4K (+$15.4K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,815 from 2,815
Change0 (0%)
Value$229 (-$233.8K)
Filed 2026-10-26
Stolper Co
UNCHANGED
Shares2,798 from 2,798
Change0 (0%)
Value$227 (-$5)
Filed 2026-10-13
Caldwell Trust Co
INCREASED
Shares2,786 from 1,851
Change+935 (+51%)
Value$226.1K (+$72.8K)
Filed 2026-10-30
Union Savings Bank
INCREASED
Shares2,785 from 849
Change+1,936 (+228%)
Value$226.0K (+$155.7K)
Filed 2026-10-14
Marino, Stram & Associates LLC
INCREASED
Shares2,783 from 2,502
Change+281 (+11%)
Value$225.9K (+$18.6K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,764 from 2,782
Change-18 (-1%)
Value$224.3K (-$6.1K)
Filed 2026-10-27
Holos Integrated Wealth LLC
INCREASED
Shares2,760 from 2,566
Change+194 (+8%)
Value$213.4K (+$8.7K)
Filed 2026-10-23
Plan Group Financial, LLC
DECREASED
Shares2,756 from 3,285
Change-529 (-16%)
Value$213.3K (-$58.8K)
Filed 2026-10-22
Ballast, Inc.
NEW
Shares2,754
Change+2,754
Value$223.5K
Filed 2026-10-20
Tctc Holdings, LLC
INCREASED
Shares2,749 from 2,529
Change+220 (+9%)
Value$223.1K (+$13.6K)
Filed 2026-11-02
Cooper S Advisors, LLC
UNCHANGED
Shares2,749 from 2,749
Change0 (0%)
Value$223.1K (-$4.6K)
Filed 2026-11-03
Accel Wealth Management
NEW
Shares2,745
Change+2,745
Value$222.8K
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares2,727 from 2,727
Change0 (0%)
Value$221.3K (-$4.6K)
Filed 2026-10-22
Spectrum Strategic Capital Management, LLC
DECREASED
Shares2,719 from 3,514
Change-795 (-23%)
Value$220.7K (-$70.5K)
Filed 2026-10-22
Pacifica Partners Inc.
DECREASED
Shares2,717 from 3,883
Change-1,166 (-30%)
Value$220.7K (-$89.3K)
Filed 2026-10-09
Strid Group, LLC
DECREASED
Shares2,710 from 3,018
Change-308 (-10%)
Value$219.9K (-$30.1K)
Filed 2026-10-28
HT Partners LLC
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$219.4K (-$4.5K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
DECREASED
Shares2,702 from 2,722
Change-20 (-1%)
Value$219.3K (-$6.1K)
Filed 2026-10-14
BOS Asset Management, LLC
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$219.2K (-$4.5K)
Filed 2026-10-09
Northeast Investment Management
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$219.1K (-$4.5K)
Filed 2026-10-30
Berkshire Money Management, Inc.
NEW
Shares2,677
Change+2,677
Value$217.3K
Filed 2026-10-21
Welch & Forbes LLC
NEW
Shares2,676
Change+2,676
Value$217.2K
Filed 2026-11-04
ETF Portfolio Partners, Inc.
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$214.9K (-$4.4K)
Filed 2026-10-22
RPG Investment Advisory, LLC
INCREASED
Shares2,645 from 2,630
Change+15 (+1%)
Value$214.7K (-$3.2K)
Filed 2026-10-21
Paragon Capital Management Ltd
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$214.1K (-$4.4K)
Filed 2026-10-09
Proathlete Wealth Management LLC
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$214.0K (-$4.4K)
Filed 2026-10-15
Exchange Bank
NEW
Shares2,635
Change+2,635
Value$213.9K
Filed 2026-10-07
Thompson Davis & Co., Inc.
UNCHANGED
Shares2,627 from 2,627
Change0 (0%)
Value$213.2K (-$4.4K)
Filed 2026-11-05
Oarsman Capital, Inc.
NEW
Shares2,625
Change+2,625
Value$213.0K
Filed 2026-11-05
SeaBridge Investment Advisors LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$211.8K (-$4.4K)
Filed 2026-11-02
Liberty Atlantic Advisors LLC
DECREASED
Shares2,603 from 2,940
Change-337 (-11%)
Value$211.3K (-$32.3K)
Filed 2026-10-14
RVW Wealth, LLC
INCREASED
Shares2,600 from 2,593
Change+7 (+0%)
Value$211.0K (-$3.8K)
Filed 2026-10-06
Altiora Financial Group, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$211.0K (-$4.4K)
Filed 2026-11-04
BAM Wealth Management, LLC
NEW
Shares2,584
Change+2,584
Value$209.7K
Filed 2026-10-15
Commonwealth Financial Services, LLC
DECREASED
Shares2,582 from 2,706
Change-124 (-5%)
Value$209.6K (-$14.6K)
Filed 2026-10-20
Redwood Financial Network Corp
INCREASED
Shares2,580 from 2,566
Change+14 (+1%)
Value$209.4K (-$3.2K)
Filed 2026-11-03
Independent Wealth Advisors LLC
DECREASED
Shares2,566 from 2,572
Change-6 (0%)
Value$208.3K (-$4.8K)
Filed 2026-10-27
Creekside Partners
UNCHANGED
Shares2,566 from 2,566
Change0 (0%)
Value$208.2K (-$4.3K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,563 from 2,237
Change+326 (+15%)
Value$208.0K (+$22.7K)
Filed 2026-10-13
Oath Planning, LLC
DECREASED
Shares2,553 from 2,555
Change-2 (0%)
Value$207.2K (-$4.5K)
Filed 2026-10-20
GreatBanc Trust Co
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$202.7K (-$4.2K)
Filed 2026-11-04
Curated Wealth Partners LLC
NEW
Shares2,476
Change+2,476
Value$201.0K
Filed 2026-10-15
Castle Rock Wealth Management, LLC
NEW
Shares2,448
Change+2,448
Value$203.3K
Filed 2026-10-09
West Financial Advisors, LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$197.4K (-$4.1K)
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares2,387
Change+2,387
Value$193.7K
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares2,289 from 1,604
Change+685 (+43%)
Value$185.8K (+$52.9K)
Filed 2026-10-07
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares2,287 from 1,397
Change+890 (+64%)
Value$185.6K (+$69.9K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,262 from 2,207
Change+55 (+2%)
Value$183.6K (+$756)
Filed 2026-10-29
Bochk Asset Management Ltd
NEW
Shares2,190
Change+2,190
Value$177.7K
Filed 2026-10-29
Brown, Lisle Ings, Inc.
INCREASED
Shares2,174 from 2,027
Change+147 (+7%)
Value$176.4K (+$8.5K)
Filed 2026-10-16
Kopp Family Office, LLC
INCREASED
Shares2,173 from 179
Change+1,994 (+1114%)
Value$14.5K (-$300)
Filed 2026-10-21
Creative Capital Management Investments LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$173.3K (-$3.6K)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares2,129
Change+2,129
Value$172.8K
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares2,127 from 1,766
Change+361 (+20%)
Value$172.6K (+$26.3K)
Filed 2026-11-05
Adkins Seale Capital Management LLC
INCREASED
Shares2,077 from 2,016
Change+61 (+3%)
Value$168.6K (+$1.6K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,034 from 2,129
Change-95 (-4%)
Value$165.1K (-$11.3K)
Filed 2026-10-23
Breakwater Investment Management
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$159.7K (-$3.3K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$155.3K (-$3.2K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares1,905 from 2,090
Change-185 (-9%)
Value$154.6K (-$18.5K)
Filed 2026-10-28
Southern Michigan Bank & Trust
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$150.0K (-$3.1K)
Filed 2026-10-19
Community Financial Services Group, LLC
INCREASED
Shares1,831 from 1,072
Change+759 (+71%)
Value$148.7K (+$62.3K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,812 from 1,569
Change+243 (+15%)
Value$147.1K (+$17.1K)
Filed 2026-11-04
Wells Financial Advisors Inc
DECREASED
Shares1,810 from 3,192
Change-1,382 (-43%)
Value$146.9K (-$117.5K)
Filed 2026-11-02
West Paces Advisors Inc.
INCREASED
Shares1,721 from 1,660
Change+61 (+4%)
Value$139.7K (+$2.2K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,712 from 3,400
Change-1,688 (-50%)
Value$34.1K (-$175.0K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,707 from 1,707
Change0 (0%)
Value$138.5K (-$2.9K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
DECREASED
Shares1,691 from 1,749
Change-58 (-3%)
Value$137.2K (-$7.6K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares1,690 from 240
Change+1,450 (+604%)
Value$137.4K (+$117.3K)
Filed 2026-11-03
Bulwark Capital Corp
NEW
Shares1,650
Change+1,650
Value$133.9K
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$133.1K (-$2.8K)
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares1,613 from 1,672
Change-59 (-4%)
Value$130.9K (-$7.6K)
Filed 2026-10-28
Clearstead Trust, LLC
INCREASED
Shares1,609 from 1,544
Change+65 (+4%)
Value$130.6K (+$2.7K)
Filed 2026-11-06
Grey Ledge Advisors, LLC
DECREASED
Shares1,564 from 1,566
Change-2 (0%)
Value$126.9K (-$2.9K)
Filed 2026-11-02
Peterson Wealth Management
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$121.5K (-$2.5K)
Filed 2026-11-06
Gleason Group, Inc.
DECREASED
Shares1,437 from 3,500
Change-2,063 (-59%)
Value$116.7K (-$173.3K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares1,436 from 1,408
Change+28 (+2%)
Value$116.6K (-$55)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$112.5K (-$2.3K)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares1,372 from 1,312
Change+60 (+5%)
Value$111 (-$108.9K)
Filed 2026-10-30
American Capital Advisory, LLC
INCREASED
Shares1,356 from 1,337
Change+19 (+1%)
Value$110.1K (-$705)
Filed 2026-10-28
Hoey Investments, Inc
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$108.4K (-$2.2K)
Filed 2026-10-29
First Financial Corp
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$107.7K (-$2.2K)
Filed 2026-10-13
Center for Financial Planning, Inc.
DECREASED
Shares1,260 from 1,306
Change-46 (-4%)
Value$102.3K (-$5.9K)
Filed 2026-10-26
Whipplewood Advisors, LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$100.5K (-$2.1K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$97.4K (-$2.0K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$97.0K (-$2.0K)
Filed 2026-11-02
Phillip James Consulting Co.
NEW
Shares1,190
Change+1,190
Value$96.6K
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares1,171
Change+1,171
Value$95.0K
Filed 2026-10-29
GK Wealth Management LLC
DECREASED
Shares1,168 from 2,868
Change-1,700 (-59%)
Value$94.8K (-$142.8K)
Filed 2026-10-09
Oakworth Capital, Inc.
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$94.3K (-$1.9K)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares1,137 from 1,137
Change0 (0%)
Value$92.3K (-$1.9K)
Filed 2026-10-26
Clark Wealth Partners
DECREASED
Shares1,124 from 1,143
Change-19 (-2%)
Value$91.2K (-$3.5K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$89.7K (-$1.9K)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares1,058
Change+1,058
Value$85.9K
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,036 from 1,025
Change+11 (+1%)
Value$84.1K (-$811)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$77.3K (-$7.6K)
Filed 2026-10-29
Advocate Investing Services LLC
INCREASED
Shares1,010 from 966
Change+44 (+5%)
Value$82.0K (+$1.9K)
Filed 2026-10-26
Essential Investment Partners LLC
NEW
Shares980
Change+980
Value$79.5K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares967 from 524
Change+443 (+85%)
Value$78.5K (+$35.1K)
Filed 2026-10-15
Toth Financial Advisory Corp
INCREASED
Shares956 from 849
Change+107 (+13%)
Value$77.6K (+$7.3K)
Filed 2026-10-08
Vima LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$76.4K (-$1.6K)
Filed 2026-10-23
Yankcom Partnership
INCREASED
Shares906 from 163
Change+743 (+456%)
Value$73.5K (+$60.0K)
Filed 2026-10-15
Align Financial, LLC
INCREASED
Shares899 from 352
Change+547 (+155%)
Value$73.0K (+$43.8K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
NEW
Shares885
Change+885
Value$71.9K
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
NEW
Shares844
Change+844
Value$68.5K
Filed 2026-10-27
Cdkv Holdings LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$68.5K (-$1.4K)
Filed 2026-10-28
Family Capital Trust Co
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$67.8K (-$1.4K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$63.4K (-$1.3K)
Filed 2026-10-23
Hurley Capital, LLC
DECREASED
Shares767 from 768
Change-1 (0%)
Value$62.3K (-$1.3K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$62.1K (-$1.3K)
Filed 2026-10-26
Provident Wealth Management, LLC
DECREASED
Shares752 from 984
Change-232 (-24%)
Value$61.0K (-$20.5K)
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares752 from 837
Change-85 (-10%)
Value$61.0K (-$8.3K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares749 from 12,241
Change-11,492 (-94%)
Value$60.8K (-$953.3K)
Filed 2026-11-04
Kentucky Trust Co
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$60.7K (-$1.3K)
Filed 2026-10-15
Canton Hathaway, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$59.7K (-$1.2K)
Filed 2026-10-23
POM Investment Strategies, LLC
NEW
Shares719
Change+719
Value$58.4K
Filed 2026-10-20
Centerpoint Advisors, LLC
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$58.0K (-$2.0K)
Filed 2026-11-05
Mascoma Wealth Management LLC
DECREASED
Shares702 from 751
Change-49 (-7%)
Value$57.0K (-$5.2K)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$56.8K (-$1.2K)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$56.6K (-$1.2K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$56.2K (-$1.2K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares691 from 600
Change+91 (+15%)
Value$56.1K (+$6.4K)
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$53.6K (-$1.1K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares653 from 608
Change+45 (+7%)
Value$53.0K (+$2.6K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
NEW
Shares631
Change+631
Value$51.2K
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$49.0K (+$356)
Filed 2026-10-09
Rydar Equities, Inc.
NEW
Shares575
Change+575
Value$47.1K
Filed 2026-10-13
First Premier Bank
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$46 (-$1)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$44.7K (-$926)
Filed 2026-10-27
Nvwm, LLC
NEW
Shares550
Change+550
Value$44.6K
Filed 2026-10-14
Financial Consulate, Inc
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$41.5K (-$859)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
DECREASED
Shares483 from 522
Change-39 (-7%)
Value$39.2K (-$4.0K)
Filed 2026-11-02
Newton One Investments LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$38.2K (-$791)
Filed 2026-10-14
Marquette Asset Management, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$37.7K (-$781)
Filed 2026-10-09
IFS Advisors, LLC
INCREASED
Shares453 from 300
Change+153 (+51%)
Value$36.8K (+$11.9K)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares449 from 418
Change+31 (+7%)
Value$36.4K (+$1.8K)
Filed 2026-10-14
West Branch Capital LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$36.4K (-$753)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$36.1K (-$748)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$35.9K (-$742)
Filed 2026-11-03
Hoese & Co LLP
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$35.6K (-$742)
Filed 2026-10-21
Redwood Park Advisors LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$35.3K (-$731)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares418 from 153
Change+265 (+173%)
Value$33.9K (+$21.3K)
Filed 2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$32.5K (-$672)
Filed 2026-11-03
Advantage Trust Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$32.5K (-$672)
Filed 2026-10-19
Atwood & Palmer Inc
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$32.0K (-$662)
Filed 2026-10-08
SRH Advisors, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$31.2K (-$646)
Filed 2026-10-22
Mogy Joel R Investment Counsel Inc
NEW
Shares379
Change+379
Value$30.8K
Filed 2026-10-13
MTM Investment Management, LLC
INCREASED
Shares379 from 373
Change+6 (+2%)
Value$30.8K (-$139)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
DECREASED
Shares348 from 417
Change-69 (-17%)
Value$28.2K (-$6.3K)
Filed 2026-10-21
TrinityBridge Ltd
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$28 (-$1)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$27.7K (-$573)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares317 from 681
Change-364 (-53%)
Value$25.7K (-$30.0K)
Filed 2026-10-30
Your Advocates Ltd., LLP
DECREASED
Shares316 from 795
Change-479 (-60%)
Value$25.6K (-$40.2K)
Filed 2026-11-03
First Community Trust NA
INCREASED
Shares309 from 207
Change+102 (+49%)
Value$25.1K (+$7.9K)
Filed 2026-10-07
Goodman Advisory Group, LLC
NEW
Shares295
Change+295
Value$23.9K
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$22.1K (-$458)
Filed 2026-10-16
Pacific Center for Financial Services
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$21.8K (-$451)
Filed 2026-10-15
Bank of New Hampshire
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$21.1K (-$436)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$20.9K (-$433)
Filed 2026-11-02
Horizon Financial Services, LLC
NEW
Shares245
Change+245
Value$19.9K
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$19.5K (-$404)
Filed 2026-10-22
Bear Mountain Capital, Inc.
NEW
Shares230
Change+230
Value$17.7K
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$18.3K (-$380)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$17.6K (-$365)
Filed 2026-10-23
Kozak & Associates, Inc.
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$16.4K (-$702)
Filed 2026-10-29
Hickory Point Bank & Trust
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$16.2K (-$334)
Filed 2026-10-01
SJS Investment Consulting Inc.
INCREASED
Shares198 from 137
Change+61 (+45%)
Value$16.1K (+$4.7K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$15.1K (-$314)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares186
Change+186
Value$15.1K
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED
Shares186 from 195
Change-9 (-5%)
Value$15.1K (-$1.1K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$14.7K (-$304)
Filed 2026-10-23
Axiom Investment Management LLC
NEW
Shares179
Change+179
Value$14.5K
Filed 2026-11-03
Compass Wealth Management LLC
NEW
Shares178
Change+178
Value$14.4K
Filed 2026-10-22
Chapman Financial Group, LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$14.0K (-$289)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$13.0K (-$269)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares159
Change+159
Value$12.9K
Filed 2026-11-04
Blueline Advisors LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$12.7K (-$263)
Filed 2026-10-15
Godsey & Gibb, Inc
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$12.1K (-$251)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$11.0K (-$227)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
NEW
Shares125
Change+125
Value$10.1K
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares119 from 401
Change-282 (-70%)
Value$9.7K (-$23.6K)
Filed 2026-10-15
Beacon Financial Strategies Corp
NEW
Shares116
Change+116
Value$9.4K
Filed 2026-10-14
Carolina Wealth Advisors, LLC
NEW
Shares116
Change+116
Value$9.4K
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares114
Change+114
Value$9.2K
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$8.8K (-$183)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares105
Change+105
Value$8.5K
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares101 from 199
Change-98 (-49%)
Value$8.2K (-$8.4K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$8.2K (-$169)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares98 from 196
Change-98 (-50%)
Value$8.0K (-$8.3K)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$7.6K (-$158)
Filed 2026-10-08
Valued Wealth Advisors LLC
DECREASED
Shares90 from 108
Change-18 (-17%)
Value$7.3K (-$1.6K)
Filed 2026-11-05
Burk Holdings LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$7.2K (-$150)
Filed 2026-11-05
Costello Asset Management, Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$7.2K (-$148)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$7.0K (-$144)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.5K (-$134)
Filed 2026-10-13
Planning Strategies Inc.
NEW
Shares76
Change+76
Value$6.2K
Filed 2026-10-02
Ares Financial Consulting, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$5.7K (-$119)
Filed 2026-10-19
Entrust Financial LLC
NEW
Shares62
Change+62
Value$5.0K
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.1K (-$85)
Filed 2026-10-22
Prudent Man Investment Management, Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$4.0K (+$683)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.9K (-$80)
Filed 2026-10-14
Wealth Analytics Partners, LLC
NEW
Shares47
Change+47
Value$3.8K
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.1K (-$360)
Filed 2026-11-04
DecisionPoint Financial, LLC
DECREASED
Shares34 from 35
Change-1 (-3%)
Value$2.8K (-$61)
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.6K (-$53)
Filed 2026-10-13
RHL Group, LLC
NEW
Shares31
Change+31
Value$2.5K
Filed 2026-11-04
Deane Retirement Strategies, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.2K (-$46)
Filed 2026-10-09
Main Street Group, LTD
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.7K (-$36)
Filed 2026-10-28
Spurstone Advisory Services, LLC
DECREASED
Shares18 from 20
Change-2 (-10%)
Value$1.5K (-$151)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares13 from 4
Change+9 (+225%)
Value$1.1K (+$724)
Filed 2026-10-27
Syntax Research, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$21)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$747 (-$16)
Filed 2026-10-07
Roxbury Financial LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$674 (-$14)
Filed 2026-10-01
Hughes Financial Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$229 (-$20)
Filed 2026-10-30
GHP Investment Advisors, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$161 (+$52)
Filed 2026-10-15
Fjarde Ap-Fonden TH Swedish National Pension Fund
CLOSED
Shares0 from 4,165,043
Change-4,165,043 (-100%)
Value$0 (-$345.0M)
Filed 2026-10-15
RED Cedar Investment Management, LLC
CLOSED
Shares0 from 575,932
Change-575,932 (-100%)
Value$0 (-$47.7M)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 186,037
Change-186,037 (-100%)
Value$0 (-$15.4M)
Filed 2026-10-16
Marks Wealth, LLC
CLOSED
Shares0 from 172,980
Change-172,980 (-100%)
Value$0 (-$14.3M)
Filed 2026-10-30
eCIO, Inc.
CLOSED
Shares0 from 153,634
Change-153,634 (-100%)
Value$0 (-$12.7M)
Filed 2026-11-02
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 40,301
Change-40,301 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-28
Kestra Investment Management, LLC
CLOSED
Shares0 from 10,220
Change-10,220 (-100%)
Value$0 (-$846.6K)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 9,599
Change-9,599 (-100%)
Value$0 (-$795.2K)
Filed 2026-10-14
Belvedere Trading LLC
CLOSED
Shares0 from 8,837
Change-8,837 (-100%)
Value$0 (-$732.1K)
Filed 2026-11-05
Mattern Capital Management, LLC
CLOSED
Shares0 from 3,915
Change-3,915 (-100%)
Value$0 (-$324.3K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 3,912
Change-3,912 (-100%)
Value$0 (-$302.1K)
Filed 2026-10-19
Avestar Capital, LLC
CLOSED
Shares0 from 3,827
Change-3,827 (-100%)
Value$0 (-$317.0K)
Filed 2026-10-28
ProCore Advisors, LLC
CLOSED
Shares0 from 3,732
Change-3,732 (-100%)
Value$0 (-$309.2K)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 3,219
Change-3,219 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-26
Arnold Financial Planning LLC
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$259.7K)
Filed 2026-10-20
MBM Wealth Consultants, LLC
CLOSED
Shares0 from 3,113
Change-3,113 (-100%)
Value$0 (-$257.9K)
Filed 2026-10-20
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,992
Change-2,992 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-27
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 2,917
Change-2,917 (-100%)
Value$0 (-$241.6K)
Filed 2026-10-26
RDA Financial Network
CLOSED
Shares0 from 2,912
Change-2,912 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 2,854
Change-2,854 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-16
Archer Investment Management, LLC
CLOSED
Shares0 from 2,688
Change-2,688 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-13
Milestone Asset Management, LLC
CLOSED
Shares0 from 2,657
Change-2,657 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-15
LFG Wealth Partners, LLC
CLOSED
Shares0 from 2,638
Change-2,638 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 2,635
Change-2,635 (-100%)
Value$0 (-$218.3K)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 2,587
Change-2,587 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-05
Private Client Services, LLC
CLOSED
Shares0 from 2,532
Change-2,532 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-02
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 2,461
Change-2,461 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-16
Legacy Advisors, LLC
CLOSED
Shares0 from 2,430
Change-2,430 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-19
Retiremitten Financial LLC
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
Shayne & Jacobs, LLC
CLOSED
Shares0 from 2,426
Change-2,426 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-21
Sara-Bay Financial
CLOSED
Shares0 from 2,425
Change-2,425 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-21
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 2,414
Change-2,414 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$105.9K)
Filed 2026-10-29
Barclays PLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$74.6K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$70.1K)
Filed 2026-10-14
StrongBox Wealth, LLC
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$47.4K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$46.1K)
Filed 2026-10-13
Park National Corp
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$35.8K)
Filed 2026-10-05
Pittenger & Anderson Inc
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$26.5K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-13
Olistico Wealth, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Rakuten Securities, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$356.8K (+$15.2K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 222,148,087
Change-222,148,087 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 128,282,433
Change-128,282,433 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 91,123,857
Change-91,123,857 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,048,781
Change-69,048,781 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 48,071,491
Change-48,071,491 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,796,427
Change-46,796,427 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 44,414,287
Change-44,414,287 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 40,620,373
Change-40,620,373 (-100%)
Value—
UBS Group AG
N/A
Shares— from 37,283,050
Change-37,283,050 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,247,498
Change-26,247,498 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,551,842
Change-21,551,842 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,648,030
Change-20,648,030 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,134,881
Change-20,134,881 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,009,721
Change-20,009,721 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 16,975,851
Change-16,975,851 (-100%)
Value—
WIT, LLC
N/A
Shares— from 16,950,847
Change-16,950,847 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,858,565
Change-15,858,565 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,884,739
Change-12,884,739 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,508,671
Change-12,508,671 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,117,805
Change-10,117,805 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,558,345
Change-9,558,345 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,506,342
Change-9,506,342 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,230,057
Change-9,230,057 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,119,613
Change-9,119,613 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,850,651
Change-8,850,651 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,697,046
Change-7,697,046 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,574,258
Change-7,574,258 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 7,184,138
Change-7,184,138 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,109,869
Change-7,109,869 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,028,267
Change-7,028,267 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 6,178,957
Change-6,178,957 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,986,527
Change-5,986,527 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,808,597
Change-5,808,597 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,738,838
Change-5,738,838 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,399,957
Change-5,399,957 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,682,168
Change-4,682,168 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,374,374
Change-4,374,374 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,188,443
Change-4,188,443 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,142,683
Change-4,142,683 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,131,673
Change-4,131,673 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,092,944
Change-4,092,944 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,868,987
Change-3,868,987 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,641,116
Change-3,641,116 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,591,983
Change-3,591,983 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,296,356
Change-3,296,356 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,176,408
Change-3,176,408 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,168,542
Change-3,168,542 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,029,806
Change-3,029,806 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,018,810
Change-3,018,810 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,012,189
Change-3,012,189 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 2,975,052
Change-2,975,052 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,811,969
Change-2,811,969 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,692,408
Change-2,692,408 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,449,784
Change-2,449,784 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,391,130
Change-2,391,130 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,384,168
Change-2,384,168 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,363,740
Change-2,363,740 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,340,498
Change-2,340,498 (-100%)
Value—
Investure, LLC
N/A
Shares— from 2,296,326
Change-2,296,326 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,293,762
Change-2,293,762 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,249,929
Change-2,249,929 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 2,246,000
Change-2,246,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,236,895
Change-2,236,895 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,217,658
Change-2,217,658 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,214,337
Change-2,214,337 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,129,728
Change-2,129,728 (-100%)
Value—
&partners
N/A
Shares— from 2,115,509
Change-2,115,509 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,990,213
Change-1,990,213 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,893,604
Change-1,893,604 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,860,708
Change-1,860,708 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,800,638
Change-1,800,638 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,795,090
Change-1,795,090 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,791,433
Change-1,791,433 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,762,151
Change-1,762,151 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,738,020
Change-1,738,020 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 1,717,584
Change-1,717,584 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,648,912
Change-1,648,912 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,572,794
Change-1,572,794 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,528,569
Change-1,528,569 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 1,521,016
Change-1,521,016 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,477,273
Change-1,477,273 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,447,137
Change-1,447,137 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,418,894
Change-1,418,894 (-100%)
Value—
UNC Management Company, Inc.
N/A
Shares— from 1,388,959
Change-1,388,959 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,364,036
Change-1,364,036 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,347,857
Change-1,347,857 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,328,276
Change-1,328,276 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,324,309
Change-1,324,309 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 1,323,586
Change-1,323,586 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,260,159
Change-1,260,159 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 1,258,604
Change-1,258,604 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,256,713
Change-1,256,713 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,254,834
Change-1,254,834 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 1,250,200
Change-1,250,200 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,220,703
Change-1,220,703 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 1,213,770
Change-1,213,770 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,201,534
Change-1,201,534 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,193,345
Change-1,193,345 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,170,597
Change-1,170,597 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,159,805
Change-1,159,805 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,155,957
Change-1,155,957 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,154,121
Change-1,154,121 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,152,417
Change-1,152,417 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,096,059
Change-1,096,059 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,089,966
Change-1,089,966 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,077,184
Change-1,077,184 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,029,458
Change-1,029,458 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,004,623
Change-1,004,623 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 997,515
Change-997,515 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 995,436
Change-995,436 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 955,564
Change-955,564 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 951,425
Change-951,425 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 919,838
Change-919,838 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 918,763
Change-918,763 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 908,595
Change-908,595 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 888,139
Change-888,139 (-100%)
Value—
Commerce Bank
N/A
Shares— from 866,446
Change-866,446 (-100%)
Value—
University of Pittsburgh - Of the Commonwealth System of Higher Education
N/A
Shares— from 858,312
Change-858,312 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 850,353
Change-850,353 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 844,318
Change-844,318 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 836,045
Change-836,045 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 833,185
Change-833,185 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 814,390
Change-814,390 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 811,467
Change-811,467 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 796,743
Change-796,743 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 787,589
Change-787,589 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 780,613
Change-780,613 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 763,016
Change-763,016 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 760,800
Change-760,800 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 745,800
Change-745,800 (-100%)
Value—
Chan Zuckerberg Initiative, LLC
N/A
Shares— from 706,019
Change-706,019 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 704,188
Change-704,188 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 685,262
Change-685,262 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 681,163
Change-681,163 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 677,057
Change-677,057 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 648,044
Change-648,044 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 614,356
Change-614,356 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 607,548
Change-607,548 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 607,246
Change-607,246 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 606,526
Change-606,526 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 602,817
Change-602,817 (-100%)
Value—
Santa Clara Valley Transportation Authority
N/A
Shares— from 601,823
Change-601,823 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 597,473
Change-597,473 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 597,322
Change-597,322 (-100%)
Value—
Makena Capital Management LLC
N/A
Shares— from 590,622
Change-590,622 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 587,400
Change-587,400 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 582,315
Change-582,315 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 573,155
Change-573,155 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 564,085
Change-564,085 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 541,778
Change-541,778 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 532,907
Change-532,907 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 531,657
Change-531,657 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 519,774
Change-519,774 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 503,352
Change-503,352 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 498,867
Change-498,867 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 485,371
Change-485,371 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 462,841
Change-462,841 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 457,278
Change-457,278 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 448,951
Change-448,951 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 442,712
Change-442,712 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 442,044
Change-442,044 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 438,836
Change-438,836 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 433,410
Change-433,410 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 433,258
Change-433,258 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 423,638
Change-423,638 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 416,200
Change-416,200 (-100%)
Value—
Inherent Management Corp.
N/A
Shares— from 415,605
Change-415,605 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 409,664
Change-409,664 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 409,300
Change-409,300 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 404,155
Change-404,155 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 394,574
Change-394,574 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 393,757
Change-393,757 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 388,037
Change-388,037 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 387,908
Change-387,908 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 376,641
Change-376,641 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 368,546
Change-368,546 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 368,489
Change-368,489 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 367,358
Change-367,358 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 362,890
Change-362,890 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 357,114
Change-357,114 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 352,647
Change-352,647 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 342,946
Change-342,946 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 340,138
Change-340,138 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 336,746
Change-336,746 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 331,336
Change-331,336 (-100%)
Value—
Blair William & Co
N/A
Shares— from 330,176
Change-330,176 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 329,203
Change-329,203 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 327,116
Change-327,116 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 326,523
Change-326,523 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 324,235
Change-324,235 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 323,600
Change-323,600 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 323,600
Change-323,600 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 321,821
Change-321,821 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 320,008
Change-320,008 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 318,814
Change-318,814 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 317,119
Change-317,119 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 316,825
Change-316,825 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 310,449
Change-310,449 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 306,058
Change-306,058 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 298,098
Change-298,098 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 296,169
Change-296,169 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 294,983
Change-294,983 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 291,686
Change-291,686 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 285,466
Change-285,466 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 285,160
Change-285,160 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 284,296
Change-284,296 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 278,205
Change-278,205 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 276,484
Change-276,484 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 276,297
Change-276,297 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 274,625
Change-274,625 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 274,534
Change-274,534 (-100%)
Value—
EWA, LLC
N/A
Shares— from 273,254
Change-273,254 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 272,779
Change-272,779 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 266,950
Change-266,950 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 265,723
Change-265,723 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 264,764
Change-264,764 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 262,456
Change-262,456 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 259,277
Change-259,277 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 253,287
Change-253,287 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 249,798
Change-249,798 (-100%)
Value—
EQ LLC
N/A
Shares— from 246,894
Change-246,894 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 241,387
Change-241,387 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 240,834
Change-240,834 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 235,732
Change-235,732 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 235,252
Change-235,252 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 232,992
Change-232,992 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 227,985
Change-227,985 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 225,837
Change-225,837 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 224,173
Change-224,173 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 223,937
Change-223,937 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 223,409
Change-223,409 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 221,635
Change-221,635 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 220,683
Change-220,683 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 217,113
Change-217,113 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 214,017
Change-214,017 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 213,523
Change-213,523 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 211,737
Change-211,737 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 207,460
Change-207,460 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 203,656
Change-203,656 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 203,500
Change-203,500 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 199,822
Change-199,822 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 193,875
Change-193,875 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 193,000
Change-193,000 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 192,821
Change-192,821 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 189,825
Change-189,825 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 188,291
Change-188,291 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 187,713
Change-187,713 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 185,172
Change-185,172 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 185,137
Change-185,137 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 184,406
Change-184,406 (-100%)
Value—
Nepc LLC
N/A
Shares— from 183,589
Change-183,589 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 180,376
Change-180,376 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 177,840
Change-177,840 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 171,159
Change-171,159 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 169,939
Change-169,939 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 169,474
Change-169,474 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 168,647
Change-168,647 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 167,158
Change-167,158 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 165,592
Change-165,592 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 163,430
Change-163,430 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 163,083
Change-163,083 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 162,292
Change-162,292 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 159,437
Change-159,437 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 159,239
Change-159,239 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 158,841
Change-158,841 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 155,768
Change-155,768 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 155,412
Change-155,412 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 155,280
Change-155,280 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 153,062
Change-153,062 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 152,310
Change-152,310 (-100%)
Value—
Invst, LLC
N/A
Shares— from 149,866
Change-149,866 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 149,413
Change-149,413 (-100%)
Value—
Shelter Ins Retirement Plan
N/A
Shares— from 148,902
Change-148,902 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 148,244
Change-148,244 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 147,999
Change-147,999 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 146,804
Change-146,804 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 146,009
Change-146,009 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 145,291
Change-145,291 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 144,877
Change-144,877 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 143,883
Change-143,883 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 141,499
Change-141,499 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 140,955
Change-140,955 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 140,419
Change-140,419 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 139,794
Change-139,794 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 138,952
Change-138,952 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 138,156
Change-138,156 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 137,518
Change-137,518 (-100%)
Value—
Allianz SE
N/A
Shares— from 137,050
Change-137,050 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 136,453
Change-136,453 (-100%)
Value—
Rogco, LP
N/A
Shares— from 135,204
Change-135,204 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 134,202
Change-134,202 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 133,132
Change-133,132 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 130,266
Change-130,266 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 128,439
Change-128,439 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 128,176
Change-128,176 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 127,621
Change-127,621 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 126,800
Change-126,800 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 124,962
Change-124,962 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 123,319
Change-123,319 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 123,316
Change-123,316 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 121,204
Change-121,204 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 120,440
Change-120,440 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 119,822
Change-119,822 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 118,984
Change-118,984 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 117,934
Change-117,934 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 117,862
Change-117,862 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 117,665
Change-117,665 (-100%)
Value—
10Elms LLP
N/A
Shares— from 116,248
Change-116,248 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 114,821
Change-114,821 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 114,537
Change-114,537 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 114,298
Change-114,298 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 113,766
Change-113,766 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 112,563
Change-112,563 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 112,264
Change-112,264 (-100%)
Value—
Bamco Inc
N/A
Shares— from 111,940
Change-111,940 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 111,398
Change-111,398 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 108,396
Change-108,396 (-100%)
Value—
FIL Ltd
N/A
Shares— from 106,698
Change-106,698 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 105,358
Change-105,358 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 103,200
Change-103,200 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 102,719
Change-102,719 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 101,970
Change-101,970 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 101,683
Change-101,683 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 101,118
Change-101,118 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 100,742
Change-100,742 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 99,971
Change-99,971 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 98,996
Change-98,996 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 98,715
Change-98,715 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 98,540
Change-98,540 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 97,807
Change-97,807 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 97,621
Change-97,621 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 96,592
Change-96,592 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 96,030
Change-96,030 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 95,287
Change-95,287 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 95,282
Change-95,282 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 94,923
Change-94,923 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 93,631
Change-93,631 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 92,245
Change-92,245 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 91,930
Change-91,930 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 91,705
Change-91,705 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 91,565
Change-91,565 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 91,400
Change-91,400 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 91,215
Change-91,215 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 90,745
Change-90,745 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 90,087
Change-90,087 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 88,309
Change-88,309 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 86,768
Change-86,768 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 85,928
Change-85,928 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 85,748
Change-85,748 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 85,714
Change-85,714 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 84,321
Change-84,321 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 78,600
Change-78,600 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 77,415
Change-77,415 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 77,276
Change-77,276 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 77,114
Change-77,114 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 76,582
Change-76,582 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 76,446
Change-76,446 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 75,162
Change-75,162 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 74,725
Change-74,725 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 74,420
Change-74,420 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 74,318
Change-74,318 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 74,258
Change-74,258 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 73,598
Change-73,598 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 72,725
Change-72,725 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 72,681
Change-72,681 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 71,507
Change-71,507 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 70,881
Change-70,881 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 70,710
Change-70,710 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 70,623
Change-70,623 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 70,293
Change-70,293 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 70,201
Change-70,201 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 69,627
Change-69,627 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 68,858
Change-68,858 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 68,671
Change-68,671 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 68,080
Change-68,080 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 67,657
Change-67,657 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 66,528
Change-66,528 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 66,361
Change-66,361 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 66,345
Change-66,345 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 66,143
Change-66,143 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 65,946
Change-65,946 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 65,737
Change-65,737 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 65,692
Change-65,692 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 65,184
Change-65,184 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 64,354
Change-64,354 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 64,252
Change-64,252 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 63,490
Change-63,490 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 63,215
Change-63,215 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 62,246
Change-62,246 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 60,934
Change-60,934 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 60,490
Change-60,490 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 57,928
Change-57,928 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 57,923
Change-57,923 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 57,801
Change-57,801 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 56,564
Change-56,564 (-100%)
Value—
Nwam LLC
N/A
Shares— from 56,100
Change-56,100 (-100%)
Value—
Main Management LLC
N/A
Shares— from 54,764
Change-54,764 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 54,260
Change-54,260 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 54,115
Change-54,115 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 53,701
Change-53,701 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 53,265
Change-53,265 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 52,923
Change-52,923 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 52,710
Change-52,710 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 52,497
Change-52,497 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 51,974
Change-51,974 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 51,846
Change-51,846 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 51,014
Change-51,014 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 50,476
Change-50,476 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 50,243
Change-50,243 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 50,109
Change-50,109 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 50,003
Change-50,003 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 49,949
Change-49,949 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 49,697
Change-49,697 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 49,483
Change-49,483 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 48,447
Change-48,447 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 48,378
Change-48,378 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 47,643
Change-47,643 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 47,411
Change-47,411 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 47,377
Change-47,377 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 47,034
Change-47,034 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 46,983
Change-46,983 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 46,741
Change-46,741 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 46,561
Change-46,561 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 46,205
Change-46,205 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 45,484
Change-45,484 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 45,068
Change-45,068 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 44,636
Change-44,636 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 44,366
Change-44,366 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 44,065
Change-44,065 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 43,834
Change-43,834 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 43,830
Change-43,830 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 43,660
Change-43,660 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 43,058
Change-43,058 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 40,564
Change-40,564 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 40,157
Change-40,157 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 40,142
Change-40,142 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 39,591
Change-39,591 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 39,290
Change-39,290 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 39,136
Change-39,136 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 38,899
Change-38,899 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 38,045
Change-38,045 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,971
Change-37,971 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 37,593
Change-37,593 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 37,551
Change-37,551 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 36,671
Change-36,671 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 36,385
Change-36,385 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 36,262
Change-36,262 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 36,233
Change-36,233 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 36,170
Change-36,170 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 36,127
Change-36,127 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 36,062
Change-36,062 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 35,683
Change-35,683 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 35,646
Change-35,646 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 35,485
Change-35,485 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 35,010
Change-35,010 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 34,342
Change-34,342 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 33,524
Change-33,524 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 33,257
Change-33,257 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 33,192
Change-33,192 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 32,808
Change-32,808 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 32,529
Change-32,529 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 32,469
Change-32,469 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 31,903
Change-31,903 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 31,692
Change-31,692 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 31,559
Change-31,559 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 31,177
Change-31,177 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 30,872
Change-30,872 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 30,472
Change-30,472 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 30,354
Change-30,354 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 30,258
Change-30,258 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 30,193
Change-30,193 (-100%)
Value—
EFG International AG
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 29,519
Change-29,519 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 29,170
Change-29,170 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 28,933
Change-28,933 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,896
Change-28,896 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 28,417
Change-28,417 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 28,377
Change-28,377 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 28,027
Change-28,027 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 27,703
Change-27,703 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 27,297
Change-27,297 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 27,122
Change-27,122 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 27,122
Change-27,122 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 26,538
Change-26,538 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,392
Change-26,392 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 26,205
Change-26,205 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 26,019
Change-26,019 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 25,875
Change-25,875 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 25,629
Change-25,629 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 25,599
Change-25,599 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 25,335
Change-25,335 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 25,114
Change-25,114 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 24,006
Change-24,006 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 23,972
Change-23,972 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 23,743
Change-23,743 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 23,384
Change-23,384 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 23,246
Change-23,246 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 23,136
Change-23,136 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 22,689
Change-22,689 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 22,564
Change-22,564 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 22,517
Change-22,517 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 22,401
Change-22,401 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 22,320
Change-22,320 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 22,259
Change-22,259 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 21,957
Change-21,957 (-100%)
Value—
Centennial Bank
N/A
Shares— from 21,870
Change-21,870 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 21,637
Change-21,637 (-100%)
Value—
AXA S.A.
N/A
Shares— from 21,600
Change-21,600 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21,575
Change-21,575 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 21,453
Change-21,453 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 21,357
Change-21,357 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 21,351
Change-21,351 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 21,239
Change-21,239 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 20,919
Change-20,919 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 20,912
Change-20,912 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 20,195
Change-20,195 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 20,143
Change-20,143 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 20,136
Change-20,136 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 19,627
Change-19,627 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 18,291
Change-18,291 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 18,244
Change-18,244 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 18,219
Change-18,219 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 18,037
Change-18,037 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 17,487
Change-17,487 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 17,345
Change-17,345 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 17,236
Change-17,236 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
American Trust
N/A
Shares— from 17,032
Change-17,032 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 16,975
Change-16,975 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,685
Change-16,685 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 16,593
Change-16,593 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 16,309
Change-16,309 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 15,912
Change-15,912 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 15,902
Change-15,902 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 15,660
Change-15,660 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 15,651
Change-15,651 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 15,525
Change-15,525 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 15,461
Change-15,461 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 15,283
Change-15,283 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 15,085
Change-15,085 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 14,816
Change-14,816 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 14,685
Change-14,685 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 14,608
Change-14,608 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 14,346
Change-14,346 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 13,856
Change-13,856 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 13,855
Change-13,855 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 13,117
Change-13,117 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,012
Change-13,012 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 12,919
Change-12,919 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 12,636
Change-12,636 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 12,361
Change-12,361 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 12,259
Change-12,259 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,170
Change-12,170 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 12,162
Change-12,162 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,143
Change-12,143 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 12,136
Change-12,136 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
Amundi
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 11,595
Change-11,595 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 11,575
Change-11,575 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 11,424
Change-11,424 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,988
Change-10,988 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,873
Change-10,873 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 10,840
Change-10,840 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 10,674
Change-10,674 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 10,599
Change-10,599 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 9,908
Change-9,908 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,786
Change-9,786 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,670
Change-9,670 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 9,552
Change-9,552 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 9,526
Change-9,526 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 9,408
Change-9,408 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,406
Change-9,406 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 8,939
Change-8,939 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Bank of Marin
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 8,041
Change-8,041 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 6,781
Change-6,781 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Collier Financial
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Motco
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 879
Change-879 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 834
Change-834 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 806
Change-806 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 643
Change-643 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Quarry LP
N/A
Shares— from 520
Change-520 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 517
Change-517 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 420
Change-420 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
S&T Bank
N/A
Shares— from 289
Change-289 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 285
Change-285 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 274
Change-274 (-100%)
Value—
CNB Bank
N/A
Shares— from 271
Change-271 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 213
Change-213 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 173
Change-173 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 54
Change-54 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 49
Change-49 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 45
Change-45 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 24
Change-24 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED81,079,25878,943,848+2,135,410+3%$6.5B$6.6B+$40.7M2026-11-02
US Bancorp \de\
INCREASED29,546,77629,088,603+458,173+2%$2.4B$2.4B-$11.8M2026-11-05
Bank of New York Mellon Corp
INCREASED21,537,43219,916,029+1,621,403+8%$1.6B$1.7B+$98.1M2026-11-05
Truist Financial Corp
INCREASED17,010,29714,904,934+2,105,363+14%$1.2B$1.4B+$145.8M2026-10-30
PNC Financial Services Group, Inc.
INCREASED16,538,85615,809,719+729,137+5%$1.3B$1.3B+$32.6M2026-11-06
State of New Jersey Common Pension Fund D
INCREASED15,137,26012,458,692+2,678,568+22%$1.0B$1.2B+$196.5M2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED10,400,0575,673,188+4,726,869+83%$470.0M$844.1M+$374.1M2026-11-03
Assetmark, Inc
INCREASED9,697,5629,531,385+166,177+2%$789.6M$787.1M-$2.5M2026-10-21
Retirement Systems of Alabama
UNCHANGED7,584,4317,584,43100%$628.3M$615.6M-$12.7M2026-11-04
Japan Science & Technology Agency
INCREASED7,420,7456,270,920+1,149,825+18%$519.5M$602.3M+$82.8M2026-10-16
Asset Management One Co., Ltd.
INCREASED7,100,2317,068,028+32,203+0%$585.5M$576.3M-$9.3M2026-10-27
Fifth Third Bancorp
INCREASED6,694,1716,127,487+566,684+9%$507.6M$543.3M+$35.7M2026-11-05
Citigroup Inc
INCREASED5,875,0485,623,216+251,832+4%$465.8M$476.8M+$11.0M2026-11-04
Keybank National Association
INCREASED4,947,1214,508,835+438,286+10%$373.5M$401.5M+$28.0M2026-11-04
Vantagepoint Investment Advisers LLC
INCREASED4,138,1114,017,667+120,444+3%$332.8M$335.8M+$3.0M2026-10-26
Nationwide Fund Advisors
INCREASED3,368,5162,496,864+871,652+35%$241.1M$273.4M+$32.2M2026-10-28
Valeo Financial Advisors, LLC
INCREASED3,171,4833,067,830+103,653+3%$245.5M$248.9M+$3.4M2026-10-08
Matson Money. Inc.
DECREASED2,961,2152,992,980-31,765-1%$247.9M$240.3M-$7.6M2026-10-23
Evergreen Capital Management LLC
INCREASED2,861,5502,829,956+31,594+1%$234.4M$232.2M-$2.2M2026-10-23
Park Avenue Securities LLC
DECREASED2,754,0014,218,980-1,464,979-35%$349.5M$223.5K-$349.3M2026-10-26
Stairway Partners, LLC
INCREASED2,557,5602,481,939+75,621+3%$205.6M$207.6M+$2.0M2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED2,548,0872,536,553+11,534+0%$210.1M$206.8M-$3.3M2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED2,494,8372,523,223-28,386-1%$209.0M$202.5M-$6.5M2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED2,174,6012,212,917-38,316-2%$183.3M$176.5M-$6.8M2026-10-16
Connecticut Wealth Management, LLC
INCREASED2,117,4202,049,493+67,927+3%$169.8M$171.8M+$2.1M2026-10-13
Balentine LLC
DECREASED2,106,8492,123,972-17,123-1%$175.9M$171.0M-$5.0M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,103,2582,028,593+74,665+4%$168.0M$170.7M+$2.7M2026-10-27
Southern Farm Bureau Life Insurance
UNCHANGED2,037,6592,037,65900%$169.1M$165.7K-$169.0M2026-10-15
Blue Trust, Inc.
DECREASED1,958,3562,069,819-111,463-5%$171.5M$158.9M-$12.5M2026-10-15
Commonwealth Equity Services, LLC
DECREASED1,949,3712,291,073-341,702-15%$189.8M$158.2M-$31.6M2026-11-02
New York University
INCREASED1,945,7671,539,708+406,059+26%$127.5M$157.9M+$30.4M2026-10-13
Savant Capital, LLC
INCREASED1,876,9601,277,733+599,227+47%$104.4M$152.3M+$48.0M2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED1,809,8481,714,848+95,000+6%$142.1M$146.9M+$4.8M2026-11-03
Farther Finance Advisors, LLC
INCREASED1,741,2931,579,899+161,394+10%$130.9M$141.3M+$10.5M2026-10-08
Merit Financial Group, LLC
INCREASED1,689,2431,636,220+53,023+3%$135.5M$137.1M+$1.6M2026-11-06
Citizens Financial Group Inc
DECREASED1,653,2781,667,104-13,826-1%$138.1M$134.2M-$3.9M2026-10-23
Adventist Health System Sunbelt Healthcare Corp
INCREASED1,592,7841,139,900+452,884+40%$94.4M$129.3M+$34.8M2026-11-02
J. Safra Sarasin Holding AG
INCREASED1,586,6191,586,168+451+0%$110.7M$110.7M+$37.7K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED1,584,3971,502,015+82,382+5%$121.6M$126.9M+$5.3M2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED1,496,5141,507,188-10,674-1%$124.9M$121.5M-$3.4M2026-10-16
SigFig Wealth Management, LLC
DECREASED1,391,6231,393,406-1,7830%$113.9M$112.9M-$925.1K2026-10-07
Retirement Investment Advisors, Inc.
INCREASED1,391,2431,383,266+7,977+1%$108.6M$112.9M+$4.3M2026-10-22
Lockheed Martin Investment Management Co
INCREASED1,386,7471,020,000+366,747+36%$84.5M$112.5M+$28.1M2026-11-04
TD Private Client Wealth LLC
INCREASED1,332,1581,200,953+131,205+11%$99.5M$108.1M+$8.6M2026-10-28
Modera Wealth Management, LLC
DECREASED1,330,6461,337,777-7,131-1%$110.8M$108.0M-$2.8M2026-10-28
Constellation Investments, Inc.
INCREASED1,323,458362,416+961,042+265%$30.0M$107.4M+$77.4M2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED1,286,329882,776+403,553+46%$73.1M$104.4M+$31.3M2026-10-20
Choreo, LLC
INCREASED1,273,2151,195,834+77,381+6%$99.1M$103.3M+$4.3M2026-10-28
MCF Advisors LLC
INCREASED1,259,2591,180,751+78,508+7%$97.8M$102.2M+$4.4M2026-10-28
CKW Financial Group
INCREASED1,239,9601,228,524+11,436+1%$99.1K$100.7K+$1.7K2026-10-29
Vontobel Holding Ltd.
DECREASED1,218,4691,225,746-7,277-1%$101.5M$98.9M-$2.6M2026-10-16
Midland Wealth Advisors, LLC
DECREASED1,191,0541,217,127-26,073-2%$100.8M$96.7M-$4.2M2026-10-26
Regions Financial Corp
INCREASED1,176,4511,107,623+68,828+6%$91.8M$95.5M+$3.7M2026-11-05
Exchange Traded Concepts, LLC
INCREASED1,133,1011,051,271+81,830+8%$87.1M$92.0M+$4.9M2026-10-28
First Command Advisory Services, Inc.
INCREASED1,129,488992,649+136,839+14%$82.2M$91.7M+$9.4M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED1,129,0291,177,752-48,723-4%$97.6M$91.6K-$97.5M2026-11-02
Fusion Family Wealth, LLC
INCREASED1,114,3541,094,150+20,204+2%$90.6M$90.4M-$198.4K2026-11-02
Aspiriant, LLC
INCREASED1,078,7481,068,386+10,362+1%$88.5M$87.6M-$954.4K2026-10-16
Heck Capital Advisors, LLC
INCREASED1,067,803910,801+157,002+17%$75.5M$86.7M+$11.2M2026-10-14
Nisa Investment Advisors, LLC
UNCHANGED1,039,6931,039,69300%$86.1M$84.4M-$1.7M2026-10-20
Wedmont Private Capital
INCREASED1,011,495897,981+113,514+13%$73.0M$81.4M+$8.4M2026-10-09
Concurrent Investment Advisors, LLC
INCREASED986,974695,313+291,661+42%$57.6M$80.1M+$22.5M2026-10-16
Allspring Global Investments Holdings, LLC
DECREASED979,6021,209,608-230,006-19%$97.5M$79.6M-$18.0M2026-11-04
Atria Investments, Inc
DECREASED909,988997,377-87,389-9%$82.6M$73.9M-$8.8M2026-10-15
Pictet Asset Management Holding SA
INCREASED906,625844,805+61,820+7%$69.0M$74.2M+$5.2M2026-11-03
Ritholtz Wealth Management
DECREASED899,499907,508-8,009-1%$75.2M$73.0M-$2.2M2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED887,182709,590+177,592+25%$58.8M$72.0M+$13.2M2026-10-05
Greenleaf Trust
DECREASED864,746898,286-33,540-4%$74.4M$70.2M-$4.2M2026-10-29
AlphaCore Capital LLC
INCREASED832,410713,422+118,988+17%$59.1M$67.6M+$8.5M2026-11-04
Parkside Investments, LLC
DECREASED809,732816,192-6,460-1%$67.6M$65.7M-$1.9M2026-10-20
Aaron Wealth Advisors LLC
INCREASED779,526733,400+46,126+6%$60.8M$63.3M+$2.5M2026-10-13
Kestra Advisory Services, LLC
INCREASED776,144675,714+100,430+15%$56.0M$63.0M+$7.0M2026-11-02
Vise Technologies, Inc.
INCREASED764,261546,575+217,686+40%$45.3M$62.0M+$16.7M2026-10-29
Brookstone Capital Management
DECREASED751,7351,092,956-341,221-31%$90.5M$61.0M-$29.5M2026-10-22
JB Capital LLC
DECREASED741,5591,236,436-494,877-40%$102.4M$60.2M-$42.2M2026-10-19
TFC Financial Management, Inc.
DECREASED726,622734,844-8,222-1%$60.9M$59.0M-$1.9M2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED705,949686,408+19,541+3%$56.9M$57.3M+$432.8K2026-10-21
MBL Wealth, LLC
INCREASED696,314668,096+28,218+4%$55.3M$56.5M+$1.2M2026-10-22
SWF LLC
INCREASED685,456319,456+366,000+115%$26.5M$55.6M+$29.2M2026-11-05
Form Wealth Advisors, LLC
INCREASED679,055603,991+75,064+12%$50.0M$55.1M+$5.1M2026-10-13
First Citizens Bank & Trust Co
INCREASED669,358622,153+47,205+8%$51.5M$54.3M+$2.8M2026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED657,078652,670+4,408+1%$54.1M$53.3M-$738.8K2026-10-27
MPS Loria Financial Planners, LLC
INCREASED646,450632,371+14,079+2%$52.4M$52.5M+$80.3K2026-10-14
Magnus Financial Group LLC
INCREASED631,041607,891+23,150+4%$50.4M$51.2M+$857.6K2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED630,207621,616+8,591+1%$51.5M$51.1M-$347.1K2026-10-16
WealthPlan Investment Management, LLC
INCREASED607,974576,229+31,745+6%$47.7M$49.3M+$1.6M2026-10-15
Daiwa Securities Group Inc.
INCREASED597,740522,300+75,440+14%$43.3M$48.5M+$5.2M2026-10-29
Gamma Investing LLC
INCREASED595,263532,958+62,305+12%$44.2M$48.3M+$4.2M2026-10-08
Signaturefd, LLC
DECREASED586,173598,801-12,628-2%$49.6M$47.6M-$2.0M2026-10-23
Archford Capital Strategies, LLC
INCREASED579,543575,012+4,531+1%$47.6M$47.0M-$598.3K2026-10-19
Ironwood Wealth Management, Llc.
INCREASED557,768557,128+640+0%$46.2M$45.3M-$884.0K2026-10-28
Lido Advisors, LLC
INCREASED548,916522,313+26,603+5%$43.3M$44.6M+$1.3M2026-11-04
BLB&B Advisors, LLC
DECREASED544,177546,559-2,3820%$45.3M$44.2M-$1.1M2026-10-27
First Financial Bank - Trust Division
INCREASED543,606519,675+23,931+5%$43.0M$44.1M+$1.1M2026-10-01
iA Global Asset Management Inc.
DECREASED533,266572,516-39,250-7%$47.4M$43.3K-$47.4M2026-10-29
Thrivent Financial for Lutherans
DECREASED530,334730,079-199,745-27%$60.3M$43.1M-$17.3M2026-11-05
Klingman & Associates, LLC
INCREASED511,853501,018+10,835+2%$41.5M$41.5M+$37.7K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED495,944483,761+12,183+3%$40.1M$40.3M+$176.0K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED495,004500,264-5,260-1%$41.4M$40.2M-$1.3M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED472,221504,998-32,777-6%$41.8M$38.3M-$3.5M2026-10-14
Leverty Financial Group, LLC
INCREASED471,894437,488+34,406+8%$36.2M$38.3M+$2.1M2026-10-08
Foster Group, Inc.
INCREASED456,246448,500+7,746+2%$37.2M$37.0M-$124.8K2026-10-13
Pathway Financial Advisors LLC
DECREASED447,097536,810-89,713-17%$42.9M$36.3M-$6.6M2026-10-07
Parallel Advisors, LLC
INCREASED440,816432,479+8,337+2%$35.8M$35.8M-$49.9K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED434,902486,766-51,864-11%$40.3M$35.3M-$5.0M2026-10-20
Hengehold Capital Management LLC
INCREASED421,505401,096+20,409+5%$33.2M$34.2M+$982.6K2026-10-16
Harbor Capital Advisors, Inc.
DECREASED418,898437,350-18,452-4%$36.2M$34.0K-$36.2M2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED414,342405,628+8,714+2%$33.6M$33.6M+$25.8K2026-10-16
Maple Capital Management, Inc.
INCREASED412,870360,175+52,695+15%$29.8M$33.5M+$3.7M2026-11-02
Affinity Capital Advisors, LLC
DECREASED411,105417,047-5,942-1%$34.2M$33.5M-$733.9K2026-10-13
Shepherd Financial Partners LLC
DECREASED409,408455,410-46,002-10%$37.7M$33.2M-$4.5M2026-11-03
Crescent Grove Advisors, LLC
INCREASED408,430382,246+26,184+7%$31.7M$33.1M+$1.5M2026-10-21
Lmcg Investments, LLC
DECREASED401,474437,298-35,824-8%$36.2M$32.6M-$3.6M2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED401,284431,464-30,180-7%$35.7M$32.6M-$3.2M2026-10-29
Sterling Capital Management LLC
DECREASED384,931450,516-65,585-15%$37.3M$31.2M-$6.1M2026-10-22
Grove Bank & Trust
DECREASED383,999392,048-8,049-2%$32.5M$31.2M-$1.3M2026-10-08
Perigon Wealth Management, LLC
INCREASED378,916333,962+44,954+13%$27.7M$30.8M+$3.1M2026-10-22
DT Investment Partners, LLC
INCREASED378,276374,174+4,102+1%$31.0M$30.7M-$295.7K2026-10-27
New York Life Investment Management LLC
DECREASED377,678390,938-13,260-3%$32.4M$30.7M-$1.7M2026-11-04
Mutual of America Capital Management LLC
DECREASED374,464378,265-3,801-1%$31.3M$30.4M-$944.0K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED370,578385,069-14,491-4%$31.9M$30.1M-$1.8M2026-10-30
RKL Wealth Management LLC
INCREASED370,247364,138+6,109+2%$30.2M$30.0M-$116.0K2026-10-16
Nottingham Advisors, Inc.
INCREASED368,126367,659+467+0%$28.6M$29.9M+$1.3M2026-10-29
Facet Wealth, Inc.
DECREASED366,281385,186-18,905-5%$31.9M$29.7M-$2.2M2026-11-04
Quadrant Capital Group LLC
DECREASED365,520377,183-11,663-3%$31.2M$29.3M-$1.9M2026-10-20
University of Maryland Foundation, Inc.
UNCHANGED365,458365,45800%$30.3M$29.7M-$614.0K2026-11-04
MGO One Seven LLC
INCREASED363,671358,717+4,954+1%$29.7M$29.5M-$200.6K2026-10-28
Ayalon Insurance Comp Ltd.
DECREASED361,861448,605-86,744-19%$37.2K$29.4K-$7.8K2026-10-08
Simon Quick Advisors, LLC
DECREASED357,145415,162-58,017-14%$34.4M$29.0M-$5.4M2026-10-26
Capital Investment Advisors, LLC
INCREASED354,153166,440+187,713+113%$13.8M$28.7M+$15.0M2026-10-22
Inspire Trust Co, N.A.
UNCHANGED350,000350,00000%$29.0M$28.4M-$588.0K2026-11-05
Acropolis Investment Management, LLC
INCREASED347,556154,982+192,574+124%$12.8M$28.2M+$15.4M2026-10-08
Abound Wealth Management
INCREASED346,180340,858+5,322+2%$28.2M$28.1M-$140.7K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED332,085313,045+19,040+6%$25.9M$27.0M+$1.0M2026-11-03
Financial Management Professionals, Inc.
DECREASED327,655335,568-7,913-2%$27.8M$26.6M-$1.2M2026-10-23
Washington Trust Co
INCREASED325,135308,573+16,562+5%$25.6M$26.4M+$825.8K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED324,497334,388-9,891-3%$27.7M$26.3M-$1.4M2026-11-05
Resonant Capital Advisors, LLC
INCREASED324,433315,709+8,724+3%$26.2M$26.3M+$177.6K2026-10-15
Sentinel Trust Co LBA
DECREASED320,133320,894-7610%$26.6K$26.0M+$26.0M2026-11-03
Trek Financial, LLC
DECREASED319,932520,057-200,125-38%$43.1M$26.0M-$17.1M2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED314,749297,950+16,799+6%$24.7M$25.5M+$862.9K2026-10-14
Sofi Wealth, LLC
NEW314,036—+314,036——$25.5M—2026-10-27
Towercrest Capital Management
DECREASED309,805345,719-35,914-10%$28.6M$25.1M-$3.5M2026-10-23
Orgel Wealth Management, LLC
DECREASED303,551309,975-6,424-2%$25.7M$24.6M-$1.0M2026-10-14
Cabot-Wellington, LLC
DECREASED302,780308,899-6,119-2%$25.6M$24.6M-$1.0M2026-11-02
Crestwood Advisors Group, LLC
INCREASED300,333276,283+24,050+9%$22.9M$24.4M+$1.5M2026-10-27
JFS Wealth Advisors, LLC
DECREASED299,734308,991-9,257-3%$25.6M$24.3M-$1.3M2026-11-03
Rakuten Investment Management, Inc.
INCREASED298,688205,478+93,210+45%$16.8M$24.5M+$7.7M2026-10-30
Strategic Investment Management, LLC
DECREASED295,985352,445-56,460-16%$29.2M$24.0M-$5.2M2026-10-20
St. Clair Advisors, LLC
INCREASED294,210279,824+14,386+5%$23.2M$23.9M+$697.5K2026-10-13
Tortoise Investment Management, LLC
DECREASED292,259295,482-3,223-1%$24.5M$23.7M-$758.0K2026-11-06
First Hawaiian Bank
INCREASED286,909233,226+53,683+23%$19.3M$23.3M+$4.0M2026-10-14
RFG Advisory, LLC
INCREASED286,190124,392+161,798+130%$10.3M$23.2M+$12.9M2026-11-03
Iowa State Bank
INCREASED285,500281,878+3,622+1%$23.4M$23.2M-$179.6K2026-10-06
SteelPeak Wealth, LLC
DECREASED285,456287,273-1,817-1%$23.8M$23.2M-$630.1K2026-10-16
Midwest Trust Co
DECREASED281,512288,757-7,245-3%$23.9M$22.8M-$1.1M2026-10-22
HCR Wealth Advisors
INCREASED279,897267,622+12,275+5%$22.2M$22.7M+$546.6K2026-10-15
Associated Banc-Corp
INCREASED276,171255,612+20,559+8%$21.2M$22.4M+$1.2M2026-10-30
Sharkey, Howes & Javer
INCREASED274,268248,455+25,813+10%$20.6M$22.3M+$1.7M2026-10-22
Ashton Thomas Securities, LLC
NEW271,381—+271,381——$22.0M—2026-10-26
Marion Wealth Management
INCREASED267,118261,219+5,899+2%$21.6M$21.7M+$39.9K2026-10-22
Appleton Partners Inc
INCREASED266,836265,013+1,823+1%$22.0M$21.7K-$21.9M2026-10-30
Integrity Alliance, Llc.
INCREASED265,477260,011+5,466+2%$21.5M$21.5M+$6.8K2026-10-29
Columbia Bank
INCREASED264,335251,305+13,030+5%$20.8M$21.5M+$635.3K2026-10-29
IFP Advisors, Inc
INCREASED264,158258,623+5,535+2%$21.4M$21.4M+$14.7K2026-10-16
Fulton Bank, N.A.
INCREASED263,756121,342+142,414+117%$10.1M$21.4M+$11.4M2026-10-14
Veery Capital, LLC
INCREASED262,212257,157+5,055+2%$21.3M$21.3M-$21.8K2026-10-07
Chilton Capital Management LLC
INCREASED256,817254,035+2,782+1%$21.0M$20.8M-$201.0K2026-10-28
Sterling Investment Advisors LLC
INCREASED254,896251,520+3,376+1%$20.8M$20.7M-$148.5K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED253,672276,445-22,773-8%$22.9M$20.6M-$2.3M2026-10-05
Madrona Financial Services, LLC
INCREASED251,299233,140+18,159+8%$19.3M$20.4M+$1.1M2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED250,666255,867-5,201-2%$21.2M$20.3M-$851.9K2026-11-05
Stephens Group Asset Management, LLC
DECREASED247,274262,301-15,027-6%$21.7M$20.1M-$1.7M2026-10-09
Symphony Financial, Ltd. Co.
INCREASED245,61065,370+180,240+276%$5.4M$19.9M+$14.5M2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED244,636220,552+24,084+11%$18.3M$19.9M+$1.6M2026-10-09
Simplicity Wealth,LLC
DECREASED243,811244,727-9160%$20.3M$19.8M-$485.5K2026-10-23
Fortitude Family Office, LLC
INCREASED242,495152,957+89,538+59%$12.7M$19.7M+$7.0M2026-10-14
Apollon Wealth Management, LLC
DECREASED239,417267,753-28,336-11%$22.2M$19.4M-$2.7M2026-10-23
Cornerstone Planning Group LLC
INCREASED239,29670,119+169,177+241%$5.5M$19.5M+$13.9M2026-10-16
Neumann Capital Management, LLC
NEW236,175—+236,175——$19.2M—2026-10-15
Ascent Wealth Partners, LLC
INCREASED235,805230,767+5,038+2%$19.1M$19.1M+$21.2K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED234,861233,827+1,034+0%$19.4M$19.1M-$308.9K2026-10-13
Spire Wealth Management
DECREASED234,004238,127-4,123-2%$19.7M$19.0M-$734.7K2026-10-30
Glenview Trust Co
INCREASED233,587231,163+2,424+1%$19.1M$19.0M-$191.6K2026-10-28
15 Wealth Advisors LLC
NEW232,770—+232,770——$18.9M—2026-10-14
Sage Financial Group Inc
INCREASED231,514159,308+72,206+45%$13.2M$18.8M+$5.6M2026-10-27
Shakespeare Wealth Management, LLC
INCREASED230,462227,592+2,870+1%$18.9M$18.7M-$149.4K2026-10-28
Myriad Asset Management Advisors LLC
DECREASED229,385991,726-762,341-77%$82.2M$18.6M-$63.5M2026-11-03
Evermay Wealth Management LLC
INCREASED227,346217,119+10,227+5%$18.0M$18.5M+$465.3K2026-11-05
Elevated Financial Group LLC
INCREASED224,075205,913+18,162+9%$17.1M$18.2M+$1.1M2026-10-16
Opus Capital Group, LLC
INCREASED222,995222,377+618+0%$18.4M$18.1K-$18.4M2026-10-30
Diversify Wealth Management, LLC
INCREASED222,730220,458+2,272+1%$17.1M$17.4M+$340.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED222,730220,458+2,272+1%$17.1M$17.4M+$340.6K2026-10-20
First National Trust Co
INCREASED220,710189,538+31,172+16%$15.7M$17.9M+$2.2M2026-10-28
Strategic Blueprint, LLC
DECREASED219,744219,761-170%$18.2M$17.8M-$370.6K2026-10-22
Compagnie Lombard Odier SCmA
DECREASED218,838222,242-3,404-2%$18.4M$17.8M-$649.6K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED218,608201,722+16,886+8%$16.7M$17.7M+$1.0M2026-10-13
MV Capital Management, Inc.
INCREASED215,285201,090+14,195+7%$16.7M$17.5M+$814.2K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED214,162102,790+111,372+108%$8.5M$17.4M+$8.9M2026-10-15
AMG National Trust Bank
INCREASED211,938204,394+7,544+4%$16.9M$17.2M+$268.9K2026-11-05
Vaughan & Co Securities, Inc.
INCREASED206,597205,883+714+0%$17.1M$16.8M-$287.9K2026-10-23
Twele Capital Management, Inc.
INCREASED206,181205,491+690+0%$17.0M$16.7M-$289.2K2026-10-13
PDS Planning, Inc
DECREASED204,573204,734-1610%$17.0M$16.6M-$357.0K2026-11-03
Acima Private Wealth, LLC
DECREASED204,452204,594-1420%$16.9M$16.6M-$355.2K2026-10-05
Black Diamond Financial, LLC
INCREASED204,327184,395+19,932+11%$15.3M$16.6M+$1.3M2026-10-26
Verger Capital Management LLC
NEW203,876—+203,876——$16.5M—2026-10-22
KFA Private Wealth Group, LLC
INCREASED202,787195,486+7,301+4%$16.2M$16.5M+$264.1K2026-10-07
Hamilton Capital, LLC
INCREASED202,142190,037+12,105+6%$15.7M$16.4M+$663.2K2026-10-08
HB Wealth Management, LLC
INCREASED201,642159,193+42,449+27%$13.2M$16.4M+$3.2M2026-10-23
Liquid Strategies, LLC
INCREASED201,313135,760+65,553+48%$11.2M$16.3M+$5.1M2026-11-04
rebel Financial LLC
NEW201,283—+201,283——$16.3M—2026-11-04
Auto-Owners Insurance Co
DECREASED200,000360,000-160,000-44%$29.8M$16.2M-$13.6M2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED198,784207,391-8,607-4%$17.2M$16.1M-$1.0M2026-10-08
Columbus Macro, LLC
DECREASED198,371200,441-2,070-1%$16.6M$16.1M-$504.7K2026-10-14
International City Management Association Retirement Corp
NEW197,336—+197,336——$16.0M—2026-10-26
Richard P Slaughter Associates Inc
INCREASED194,152181,838+12,314+7%$15.1M$15.8M+$693.9K2026-10-13
Swmg, LLC
DECREASED193,540241,823-48,283-20%$19.3M$14.6M-$4.7M2026-10-23
Acumen Wealth Advisors, LLC
INCREASED192,595126,120+66,475+53%$10.4M$15.6M+$5.2M2026-11-05
Blueprint Investment Partners LLC
DECREASED188,814250,963-62,149-25%$20.8M$15.3M-$5.5M2026-10-28
Flywheel Private Wealth LLC
INCREASED187,891181,298+6,593+4%$15.0M$15.2M+$230.4K2026-11-02
Smith & Howard Wealth Management, LLC
DECREASED185,271185,618-3470%$15.4M$15.0M-$340.0K2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED182,635161,635+21,000+13%$13.4M$14.8M+$1.4M2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED182,384182,138+246+0%$15.1M$14.8M-$286.0K2026-10-16
Ackerman Capital Advisors, LLC
DECREASED182,026184,437-2,411-1%$15.3M$14.8M-$505.5K2026-10-30
Avalon Capital Management
INCREASED181,125176,895+4,230+2%$14.7M$14.7M+$46.1K2026-11-04
Allen Investment Management, LLC
NEW180,618—+180,618——$14.7M—2026-11-03
Kingdom Financial Group Llc.
INCREASED180,581170,072+10,509+6%$14.1M$14.7M+$567.2K2026-11-04
Stone House Investment Management, LLC
DECREASED180,129292,408-112,279-38%$24.2M$14.6M-$9.6M2026-10-23
Probity Advisors, Inc.
DECREASED177,713177,878-1650%$14.7M$14.4M-$312.2K2026-10-23
Horizon Advisory Services, Inc.
INCREASED177,546176,137+1,409+1%$14.6M$14.4M-$181.5K2026-10-29
Angeles Investment Advisors, LLC
DECREASED175,075557,155-382,080-69%$46.2M$14.2M-$31.9M2026-10-22
Emerald Advisors, LLC
DECREASED173,528180,564-7,036-4%$15.0M$14.1M-$874.4K2026-10-13
Elyxium Wealth, LLC
DECREASED172,186175,271-3,085-2%$14.5M$14.0M-$544.8K2026-10-27
Marks Group Wealth Management, Inc
DECREASED171,925237,380-65,455-28%$19.7M$14.0M-$5.7M2026-11-05
Beacon Advisors Holdings, LLC
INCREASED171,034167,430+3,604+2%$13.9M$13.9M+$11.2K2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED170,838170,783+55+0%$14.1M$13.9M-$282.5K2026-10-20
Apella Capital, LLC
INCREASED166,732145,753+20,979+14%$11.6M$13.7M+$2.0M2026-10-08
Mather Group, Llc.
INCREASED165,216161,696+3,520+2%$13.4M$13.4M+$14.0K2026-10-14
May Hill Capital, LLC
INCREASED164,851159,321+5,530+3%$13.2M$13.4M+$181.2K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED161,488160,084+1,404+1%$13.3M$13.1M-$154.9K2026-10-15
Clearstead Advisors, LLC
INCREASED161,486138,703+22,783+16%$11.5M$13.1M+$1.6M2026-11-06
Winthrop Advisory Group LLC
INCREASED161,181158,270+2,911+2%$13.1M$13.1M-$29.6K2026-10-22
3Edge Asset Management, LP
INCREASED160,2159,409+150,806+1603%$779.4K$13.0M+$12.2M2026-10-30
Parr Mcknight Wealth Management Group, LLC
INCREASED160,044140,597+19,447+14%$11.6M$13.0M+$1.3M2026-10-30
Tarbox Family Office, Inc.
DECREASED159,724164,779-5,055-3%$13.7M$13.0M-$687.1K2026-10-23
Vicus Capital
DECREASED159,462159,995-5330%$13.3M$12.9M-$312.0K2026-11-05
KWB Wealth
DECREASED158,441315,752-157,311-50%$26.2M$12.9M-$13.3M2026-10-16
Lineweaver Wealth Advisors, LLC
INCREASED157,665154,417+3,248+2%$12.8M$12.8M+$4.2K2026-10-13
Nipun Capital, L.P.
NEW156,300—+156,300——$12.7M—2026-10-08
Wakefield Asset Management Lllp
INCREASED156,056155,032+1,024+1%$12.8M$12.7M-$177.3K2026-11-05
Single Point Partners, LLC
INCREASED155,603153,639+1,964+1%$12.7M$12.6M-$98.5K2026-10-19
Alliance Wealth Management Group
DECREASED155,361178,341-22,980-13%$14.8M$12.6M-$2.2M2026-10-29
Brooklyn FI, LLC
INCREASED154,988151,615+3,373+2%$12.0M$11.6M-$349.5K2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED153,348119,578+33,770+28%$9.9M$12.4M+$2.5M2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED151,169225,212-74,043-33%$18.7M$12.3M-$6.4M2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED148,354134,601+13,753+10%$11.2M$12.0M+$890.1K2026-10-28
Titleist Asset Management, LLC
INCREASED148,300143,332+4,968+3%$11.9M$12.0M+$162.4K2026-10-08
Fairway Wealth LLC
INCREASED147,899141,333+6,566+5%$11.7M$12.0M+$295.5K2026-10-30
Omega Financial Group, LLC
DECREASED147,754148,609-855-1%$12.3M$12.0M-$319.1K2026-10-29
Independent Financial Group, LLC
INCREASED147,623141,441+6,182+4%$11.7M$12.0M+$264.1K2026-10-13
Oak Root LLC
UNCHANGED147,059147,05900%$12.2M$11.9M-$247.1K2026-10-09
Avantax Planning Partners, Inc.
DECREASED146,561148,599-2,038-1%$12.3M$11.9M-$415.1K2026-11-03
Beirne Wealth Consulting Services, LLC
INCREASED146,425146,106+319+0%$12.1M$11.9M-$219.6K2026-10-19
GoalVest Advisory LLC
INCREASED146,029132,157+13,872+11%$10.9M$11.9M+$903.8K2026-10-02
Geneva Partners, LLC
INCREASED144,306130,128+14,178+11%$10.8M$11.7M+$932.1K2026-10-26
FDx Advisors, Inc.
DECREASED142,867185,287-42,420-23%$15.3M$11.6M-$3.8M2026-11-05
North Berkeley Wealth Management, LLC
INCREASED142,569140,401+2,168+2%$11.6M$11.6M-$59.9K2026-11-02
FSA Investment Group, LLC
INCREASED142,344130,579+11,765+9%$10.8M$11.6M+$735.5K2026-10-07
Tepp RIA, LLC
INCREASED142,03895,678+46,360+48%$7.9M$11.5M+$3.6M2026-10-14
Americana Partners, LLC
INCREASED140,975129,616+11,359+9%$10.7M$11.4M+$704.1K2026-10-28
Roth Financial Partners LLC
DECREASED139,000139,413-4130%$11.5M$11.3M-$258.1K2026-10-06
Cabot Wealth Management Inc
INCREASED138,107137,664+443+0%$11.4M$11.2M-$195.3K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED136,4523,749+132,703+3540%$310.6K$11.1M+$10.8M2026-10-30
Missouri Trust & Investment Co
DECREASED136,254137,767-1,513-1%$10.7M$11.1M+$366.3K2026-11-04
Florida Trust Wealth Management Co
INCREASED135,595129,789+5,806+4%$10.8M$11.0M+$253.2K2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED135,477136,249-772-1%$11.3M$11.0M-$291.6K2026-10-23
CIBC Asset Management Inc
INCREASED135,20346,139+89,064+193%$3.8M$11.0M+$7.2M2026-11-05
Kelly Financial Services LLC
DECREASED134,681135,016-3350%$11.2M$10.9M-$254.0K2026-10-20
Sowell Financial Services LLC
DECREASED134,502137,183-2,681-2%$11.4M$10.9M-$448.1K2026-10-23
Central Pacific Bank - Trust Division
DECREASED133,745155,450-21,705-14%$12.9M$10.9M-$2.0M2026-10-06
Prospera Financial Services Inc
INCREASED132,467110,108+22,359+20%$9.1M$9.8M+$713.8K2026-11-04
Evolution Wealth Advisors, LLC
INCREASED130,839115,753+15,086+13%$9.6M$10.6M+$1.0M2026-11-03
Wealthcare Advisory Partners LLC
INCREASED130,22356,266+73,957+131%$4.7M$10.6M+$5.9M2026-10-21
Birchbrook, Inc.
DECREASED129,395129,406-110%$10.7M$10.5M-$218.3K2026-10-14
PW Nova Financial Services LLC
INCREASED129,38975,489+53,900+71%$6.3M$10.5M+$4.2M2026-10-15
Endeavor Private Wealth, Inc.
INCREASED128,609128,547+62+0%$10.6M$10.4M-$211.0K2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED128,281125,731+2,550+2%$10.4M$10.4M-$4.3K2026-11-02
DE Burlo Group Inc
INCREASED128,250127,150+1,100+1%$10.5M$10.4M-$124.3K2026-11-05
Bell Investment Advisors, Inc
DECREASED127,557132,373-4,816-4%$11.0M$10.4M-$613.3K2026-10-29
Guidance Point Advisors, LLC
INCREASED125,464122,396+3,068+3%$10.1M$10.2M+$43.4K2026-10-15
YHB Investment Advisors, Inc.
INCREASED124,721122,535+2,186+2%$10.2M$10.1M-$28.4K2026-10-08
Fund Evaluation Group, LLC
INCREASED124,423120,092+4,331+4%$9.9M$10.1M+$149.8K2026-11-05
Martel Wealth Advisors LLC
DECREASED124,417127,681-3,264-3%$10.6M$10.1M-$479.4K2026-10-14
Bryant Woods Investment Advisors, LLC
DECREASED123,524141,488-17,964-13%$11.7M$10.0M-$1.7M2026-10-26
LifeWealth Investments, LLC
INCREASED122,926119,829+3,097+3%$9.9M$10.0M+$50.1K2026-10-21
Visa Foundation
UNCHANGED122,500122,50000%$10.1M$9.9M-$205.8K2026-10-21
WBH Advisory Inc
DECREASED122,452137,989-15,537-11%$11.4M$9.9M-$1.5M2026-11-05
D.A. Davidson & Co.
INCREASED122,197112,735+9,462+8%$9.3M$9.9M+$578.5K2026-10-28
Matthew Goff Investment Advisor, LLC
DECREASED121,251122,464-1,213-1%$10.1M$9.8M-$304.2K2026-10-13
Northern Lights Advisors, Inc.
INCREASED121,018119,188+1,830+2%$9.9M$9.8M-$51.7K2026-10-21
Aspirean Wealth, LLC
DECREASED120,597122,164-1,567-1%$10.1M$9.8M-$332.4K2026-11-03
Versant Capital Management, Inc
UNCHANGED120,588120,58800%$10.0M$9.8M-$202.6K2026-10-02
Ascent Group, LLC
DECREASED120,548124,084-3,536-3%$10.3M$9.8M-$495.4K2026-10-30
Financial Council, LLC
INCREASED120,494113,346+7,148+6%$9.4M$9.8M+$389.7K2026-11-02
Lake Street Private Wealth, LLC
DECREASED119,674142,684-23,010-16%$11.8M$9.7M-$2.1M2026-10-22
Riversedge Advisors, LLC
INCREASED118,0044,013+113,991+2841%$332.4K$9.6M+$9.2M2026-10-09
First Citizens Asset Management, Inc.
INCREASED117,376111,576+5,800+5%$9.2M$9.5M+$283.3K2026-11-06
Insight Wealth Strategies, LLC
DECREASED116,932212,673-95,741-45%$17.1M$9.5M-$7.7M2026-10-09
Axxcess Wealth Management, LLC
DECREASED116,884220,518-103,634-47%$18.3M$9.5M-$8.8M2026-10-21
Cornerstone Management, Inc.
INCREASED114,33285,213+29,119+34%$7.1M$9.3M+$2.2M2026-10-16
Bank of Stockton
DECREASED112,391115,265-2,874-2%$9.5M$9.1M-$426.9K2026-10-20
AdvisorNet Financial, Inc
INCREASED112,287107,861+4,426+4%$8.9M$8.8M-$104.9K2026-10-15
Frontier Asset Management, LLC
DECREASED112,000151,258-39,258-26%$12.5M$9.1M-$3.4M2026-10-28
Evensky & Katz LLC
DECREASED111,226115,060-3,834-3%$9.5M$9.0K-$9.5M2026-10-27
First Merchants Corp
INCREASED110,999105,622+5,377+5%$8.7M$9.0M+$259.0K2026-10-15
Salomon & Ludwin, LLC
INCREASED110,820110,644+176+0%$8.9M$9.0M+$74.9K2026-10-29
Matauro, LLC
INCREASED110,77077,088+33,682+44%$6.4M$9.0M+$2.6M2026-11-03
Courier Capital LLC
INCREASED110,36299,322+11,040+11%$8.2M$9.0M+$729.1K2026-10-19
CFS Investment Advisory Services, LLC
DECREASED109,506109,873-3670%$8.8M$9.1M+$322.2K2026-10-19
Pinion Investment Advisors, LLC
INCREASED107,77098,639+9,131+9%$8.2M$8.7M+$575.4K2026-11-04
Blueprint Financial Advisors LLC
DECREASED106,627142,429-35,802-25%$11.8M$8.7M-$3.1M2026-10-28
Everett Harris & Co
INCREASED105,984105,784+200+0%$8.8M$8.6M-$161.5K2026-10-28
Boston Trust Walden Corp
INCREASED105,28997,805+7,484+8%$8.1M$8.5M+$443.1K2026-10-30
Crane Advisory, LLC
INCREASED105,234104,012+1,222+1%$8.1M$8.8M+$671.1K2026-10-13
Smart Wealth LLC
INCREASED104,94356,698+48,245+85%$4.7M$8.5M+$3.8M2026-11-04
Cornerstone Wealth Group, LLC
INCREASED104,562101,656+2,906+3%$8.4M$8.5M+$65.0K2026-11-02
Capital Asset Advisory Services LLC
INCREASED104,28295,433+8,849+9%$7.9M$7.9M-$38.6K2026-10-30
Howard Bailey Securities, LLC
INCREASED103,876100,749+3,127+3%$8.3M$8.4M+$84.6K2026-10-27
Sigma Investment Counselors Inc
INCREASED103,65898,969+4,689+5%$8.2M$8.4M+$214.4K2026-10-27
Elmwood Wealth Management, Inc.
INCREASED103,596103,320+276+0%$8.6M$8.4M-$151.2K2026-10-14
Mission Wealth Management, LP
DECREASED103,455117,945-14,490-12%$9.8M$8.4M-$1.4M2026-10-15
United Financial Planning Group LLC
DECREASED103,097103,354-2570%$8.6M$8.4M-$188.6K2026-11-04
Golden State Wealth Management, LLC
DECREASED102,618173,541-70,923-41%$14.4M$8.3M-$6.0M2026-11-02
Portside Wealth Group, LLC
INCREASED102,42096,309+6,111+6%$8.0M$8.3M+$334.2K2026-10-20
Ironsides Asset Advisors, LLC
UNCHANGED102,090102,09000%$8.5M$8.3M-$171.5K2026-10-20
GAM Holding AG
DECREASED101,853104,249-2,396-2%$8.6M$8.3M-$369.6K2026-11-03
Emergent Wealth Advisors, LLC
DECREASED101,325114,971-13,646-12%$9.4M$8.2M-$1.2M2026-10-09
Sentinel Advisory Group, LLC
INCREASED100,48898,772+1,716+2%$8.2M$8.2M-$26.7K2026-10-20
Avid Wealth Partners LLC
INCREASED100,31296,827+3,485+4%$8.0M$8.1M+$120.2K2026-11-03
Mechanics Financial Corp
INCREASED100,14396,818+3,325+3%$8.0M$8.1M+$107.2K2026-11-05
First United Bank & Trust
DECREASED100,136103,235-3,099-3%$8.6M$8.1M-$424.9K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED100,131100,527-3960%$8.3M$8.1M-$201.0K2026-10-13
Maia Wealth LLC
DECREASED98,685115,395-16,710-14%$9.6M$8.0M-$1.6M2026-10-19
Apeiron RIA LLC
DECREASED96,556112,949-16,393-15%$9.4M$7.8M-$1.5M2026-10-08
Able Wealth Management LLC
INCREASED96,32388,516+7,807+9%$7.3M$8.0M+$710.0K2026-10-13
Heritage Investors Management Corp
DECREASED95,53897,461-1,923-2%$8.1M$7.8K-$8.1M2026-10-29
Sapient Capital LLC
INCREASED95,37387,246+8,127+9%$7.2M$7.7M+$513.0K2026-10-08
Highline Wealth Partners LLC
INCREASED94,59489,572+5,022+6%$7.4M$7.7M+$257.1K2026-10-19
Tabr Capital Management, LLC
DECREASED93,904135,655-41,751-31%$11.2M$7.6M-$3.6M2026-10-20
Stonehearth Capital Management, LLC
DECREASED93,76794,505-738-1%$7.8M$7.6M-$218.6K2026-10-13
McNaughton Wealth Management, LLC
INCREASED92,73488,774+3,960+4%$7.4M$7.5M+$172.3K2026-10-09
Conning Inc.
DECREASED91,651137,998-46,347-34%$11.4M$7.4M-$4.0M2026-10-27
Claro Advisors Inc.
DECREASED91,518105,745-14,227-13%$8.8M$7.4M-$1.3M2026-11-02
ARK & TLK Investments, LLC
INCREASED91,26478,184+13,080+17%$6.5M$7.4M+$930.2K2026-10-20
Nations Financial Group Inc,
INCREASED91,26288,787+2,475+3%$7.4M$7.4M+$51.7K2026-11-05
TSA Wealth Managment LLC
INCREASED90,57586,702+3,873+4%$7.2M$7.4M+$168.7K2026-10-22
Walker Financial Services, Inc.
INCREASED90,17282,973+7,199+9%$6.9M$7.3M+$444.9K2026-10-26
Southern Capital Advisors, LLC
INCREASED89,62784,059+5,568+7%$7.0M$7.3M+$310.6K2026-10-26
Rosenberg Matthew Hamilton
INCREASED89,22385,504+3,719+4%$7.1M$7.2M+$158.2K2026-10-05
Aspect Partners, LLC
DECREASED88,680185,185-96,505-52%$15.3M$7.2M-$8.1M2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED87,53997,096-9,557-10%$8.0M$7.1M-$938.8K2026-11-04
Camelot Technology Advisors, Inc.
INCREASED87,17982,972+4,207+5%$6.9M$7.1M+$202.1K2026-10-09
Genesis Private Wealth, LLC
INCREASED86,63774,798+11,839+16%$6.2M$7.0M+$835.2K2026-11-02
Advisor OS, LLC
INCREASED86,01680,215+5,801+7%$6.6M$7.0M+$336.0K2026-11-03
Armbruster Capital Management, Inc.
DECREASED85,69187,878-2,187-2%$7.3M$7.0M-$325.1K2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED85,50178,765+6,736+9%$6.5M$6.9M+$414.3K2026-11-04
Alliance Private Wealth, LLC
DECREASED85,11188,950-3,839-4%$7.4M$6.9M-$461.0K2026-10-20
Elevate Wealth Advisory, Inc
DECREASED84,38486,115-1,731-2%$7.1M$6.8M-$285.2K2026-10-29
Midwest Capital Advisors, LLC
INCREASED83,99980,141+3,858+5%$6.6M$6.8M+$178.5K2026-11-04
Harbour Capital Advisors, LLC
INCREASED83,84282,652+1,190+1%$6.7M$6.8M+$83.4K2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED83,78083,78000%$6.9M$6.9M$02026-10-22
Quattro Financial Advisors LLC
DECREASED83,72784,579-852-1%$7.0M$6.8M-$211.2K2026-10-15
Interchange Capital Partners, LLC
DECREASED83,71688,649-4,933-6%$7.3M$6.8M-$551.2K2026-10-28
Beacon Capital Management, LLC
INCREASED83,11856,156+26,962+48%$4.7M$6.7M+$2.1M2026-10-23
Fifth Third Securities, Inc.
INCREASED83,07475,171+7,903+11%$6.2M$6.7M+$515.1K2026-10-21
Earned Wealth Advisors, LLC
INCREASED83,04781,565+1,482+2%$6.8M$6.7M-$16.7K2026-11-06
AtlasMark Financial, Inc
INCREASED83,01579,768+3,247+4%$6.6M$6.7M+$129.5K2026-10-13
Northwest Wealth Management, LLC
INCREASED82,57781,399+1,178+1%$6.7M$6.7M-$41.1K2026-10-30
Beacon Bank & Trust
DECREASED82,32185,208-2,887-3%$7.1M$6.7M-$377.5K2026-10-27
Steele Capital Management, Inc.
INCREASED82,27081,760+510+1%$6.8M$6.7M-$96.0K2026-11-02
Central Trust Co
INCREASED82,12275,871+6,251+8%$6.3M$6.7M+$379.9K2026-11-05
Frisco Financial Planning LLC
DECREASED81,95684,306-2,350-3%$7.0M$6.7M-$332.4K2026-10-05
Greenspring Advisors, LLC
DECREASED80,54881,428-880-1%$6.7M$6.5M-$208.2K2026-11-05
NBH Bank
INCREASED80,01877,609+2,409+3%$6.4M$6.5M+$65.1K2026-11-05
Sachem Hill LLC
DECREASED79,994115,729-35,735-31%$9.6M$6.5M-$3.1M2026-10-14
Sovran Advisors, LLC
DECREASED79,988107,096-27,108-25%$7.9M$6.1M-$1.8M2026-11-02
Advus Financial Partners, LLC
INCREASED79,44575,327+4,118+5%$6.2M$6.4M+$207.7K2026-10-20
Key Capital Management, Inc
INCREASED79,26966,390+12,879+19%$5.5M$6.4M+$933.7K2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED78,65278,245+407+1%$6.5M$6.4M-$98.4K2026-11-05
Marietta Wealth Management, LLC
DECREASED78,41981,348-2,929-4%$6.7M$6.2M-$572.0K2026-10-22
Convergence Financial, LLC
DECREASED78,408157,040-78,632-50%$13.0M$6.4M-$6.6M2026-10-27
River's Edge Wealth Management, LLC
INCREASED77,99962,040+15,959+26%$4.9M$6.0M+$1.0M2026-10-19
Pinkerton Wealth, LLC
NEW77,723—+77,723——$6.3M—2026-10-29
Lebenthal Global Advisors, LLC
INCREASED77,62276,834+788+1%$6.4M$6.3M-$65.2K2026-10-28
LiftPoint Family Wealth Advisors LLC
DECREASED77,496106,815-29,319-27%$8.8M$6.3M-$2.6M2026-11-03
Cullen T Bankers, Inc.
INCREASED76,80166,398+10,403+16%$5.5M$6.2M+$732.7K2026-10-28
Csenge Advisory Group
DECREASED76,76594,130-17,365-18%$7.8M$6.2M-$1.6M2026-11-04
Lodestar Private Asset Management LLC
INCREASED76,06149,829+26,232+53%$4.1M$6.2M+$2.0M2026-10-26
Sage Rhino Capital LLC
INCREASED75,95675,558+398+1%$6.3M$6.2M-$94.6K2026-10-28
James J. Burns & Company, LLC
DECREASED75,76277,652-1,890-2%$6.4M$6.1M-$283.9K2026-10-22
Compound Planning, Inc.
DECREASED75,60891,492-15,884-17%$7.6M$6.1M-$1.4M2026-11-05
Capital Investment Advisory Services, LLC
INCREASED75,07465,833+9,241+14%$5.5M$6.1M+$641.0K2026-10-30
GC Wealth Management RIA, LLC
INCREASED74,74870,714+4,034+6%$5.9M$6.1M+$208.6K2026-11-02
Integrated Advisors Network LLC
INCREASED74,29372,202+2,091+3%$6.0M$6.0M+$48.4K2026-10-20
True Freedom Investing, LLC
NEW74,143—+74,143——$6.0M—2026-10-29
Asset Dedication, LLC
DECREASED73,56673,818-2520%$6.1M$6.0M-$144.5K2026-11-03
Omni 360 Wealth, Inc.
DECREASED73,04877,032-3,984-5%$6.4M$5.9M-$452.8K2026-10-13
Winthrop Capital Management, LLC
DECREASED72,72374,280-1,557-2%$6.2M$5.9M-$250.8K2026-11-05
Canopy Partners, LLC
INCREASED72,70271,889+813+1%$6.0M$5.9M-$54.8K2026-10-28
Alterna Wealth Management, Inc
INCREASED72,64572,316+329+0%$6.0M$5.9M-$94.8K2026-10-27
Stone Summit Wealth LLC
INCREASED72,57269,297+3,275+5%$5.7M$5.9M+$149.4K2026-10-14
Apollon Financial, LLC
INCREASED72,09471,709+385+1%$5.9M$5.9M-$89.2K2026-10-23
S. R. Schill & Associates
INCREASED71,88571,326+559+1%$5.9M$5.8M-$74.5K2026-10-20
United Advisor Group, LLC
INCREASED71,61069,711+1,899+3%$5.8M$5.8M+$37.0K2026-11-03
Smith Salley Wealth Management
DECREASED71,34971,358-90%$5.9M$5.8M-$120.6K2026-11-03
Summit Global Investments
INCREASED71,30467,757+3,547+5%$5.6M$5.8K-$5.6M2026-10-28
Summitas Investment Management LLC
DECREASED70,82571,281-456-1%$5.9M$5.7M-$156.8K2026-10-16
Polaris Investment Advisors, LLC
DECREASED70,71685,002-14,286-17%$7.0M$5.7M-$1.3M2026-10-20
Amitell Capital Pte Ltd
UNCHANGED70,60070,60000%$5.8M$5.7M-$118.6K2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED70,58867,867+2,721+4%$5.6M$5.7M+$106.8K2026-10-15
Layline Advisors, LLC
DECREASED70,25570,835-580-1%$5.9M$5.7M-$166.1K2026-11-02
Morling Financial Advisors, LLC
INCREASED70,16667,701+2,465+4%$5.6M$5.7M+$86.4K2026-10-28
Foundry Financial Group, Inc.
INCREASED70,09968,675+1,424+2%$5.7M$5.7M+$1972026-10-28
Montgomery Financial Services LLC
INCREASED69,88266,280+3,602+5%$5.5M$5.7M+$181.0K2026-11-03
Fire Capital Management LLC
INCREASED69,12425,343+43,781+173%$2.1M$5.6M+$3.5M2026-10-27
Rossby Financial, LCC
INCREASED68,62642,064+26,562+63%$3.5M$5.6M+$2.1M2026-11-05
Peak Wealth Management LLC
INCREASED68,48866,707+1,781+3%$5.5M$5.3M-$227.1K2026-10-26
Signature Estate & Investment Advisors LLC
DECREASED68,02575,087-7,062-9%$6.2M$5.5M-$699.3K2026-10-13
DecisionMap Wealth Management, LLC
INCREASED67,69865,957+1,741+3%$5.5M$5.5M+$30.5K2026-10-29
Asset Allocation Strategies LLC
INCREASED67,35325,674+41,679+162%$2.1M$5.5M+$3.3M2026-10-20
Cedar Mountain Advisors, LLC
INCREASED66,598794+65,804+8288%$65.7K$5.4M+$5.3M2026-10-15
Eastern Bank
DECREASED66,578119,079-52,501-44%$9.9M$5.4M-$4.5M2026-10-05
Life Planning Partners, Inc
DECREASED66,49874,126-7,628-10%$6.1M$5.4M-$743.6K2026-10-28
Cypress Financial Planning LLC
INCREASED66,07361,000+5,073+8%$5.1M$5.4M+$309.2K2026-10-09
NorthLanding Financial Partners, LLC
DECREASED65,83067,592-1,762-3%$5.6M$5.3M-$256.5K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED65,552107,695-42,143-39%$8.9M$5.3M-$3.6M2026-11-03
Sigma Planning Corp
DECREASED65,32573,898-8,573-12%$6.1M$5.3M-$832.5K2026-10-23
Orrstown Financial Services Inc
INCREASED64,31863,869+449+1%$5.3M$5.2M-$70.9K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED64,23572,360-8,125-11%$5.9M$5.2M-$699.9K2026-10-13
Brighton Jones LLC
INCREASED64,07157,654+6,417+11%$4.8M$5.2M+$423.9K2026-11-03
LexAurum Advisors, LLC
INCREASED63,95714,660+49,297+336%$1.2M$5.2M+$4.0M2026-10-19
Purewater Capital LLC
INCREASED62,90962,027+882+1%$5.1M$5.1M-$32.7K2026-10-23
Ascentis Independent Advisors
INCREASED62,862273+62,589+22926%$22.6K$5.1M+$5.1M2026-11-03
Princeton Global Asset Management LLC
INCREASED62,68961,619+1,070+2%$5.1M$5.1M-$16.7K2026-10-21
Plancorp, LLC
INCREASED62,49062,209+281+0%$4.9M$4.6M-$242.9K2026-11-03
Willis Johnson Wealth, Inc.
DECREASED62,45864,105-1,647-3%$5.3M$5.1M-$241.3K2026-11-03
Rodgers & Associates, LTD
INCREASED62,22161,963+258+0%$5.1M$5.0M-$83.2K2026-10-20
Private Trust Co NA
INCREASED61,98654,718+7,268+13%$4.5M$5.0M+$497.9K2026-10-20
City of London Investment Management Co LTD
INCREASED61,90835,008+26,900+77%$2.9M$5.0M+$2.1M2026-10-30
Intergy Private Wealth, LLC
INCREASED61,86259,774+2,088+3%$5.0M$5.0M+$69.1K2026-10-16
EPG Wealth Management LLC
INCREASED61,74361,031+712+1%$5.1M$5.0M-$44.7K2026-11-03
Box Hill Private Wealth LLC
INCREASED61,14759,156+1,991+3%$4.9M$5.0M+$62.2K2026-10-05
Arbor Investment Advisors, LLC
DECREASED60,98264,030-3,048-5%$5.3M$4.9M-$354.9K2026-10-26
Nova R Wealth, Inc.
DECREASED60,82861,372-544-1%$5.1M$4.9M-$147.3K2026-10-26
Invera Wealth Advisors, LLC
INCREASED60,58358,553+2,030+3%$4.9M$4.9M+$66.4K2026-10-28
Venture Visionary Partners LLC
INCREASED60,47357,486+2,987+5%$4.8M$4.9M+$145.8K2026-10-07
Caliber Wealth Management, LLC / KS
INCREASED60,42660,211+215+0%$5.0M$4.9M-$83.7K2026-11-04
HUB Investment Partners, LLC
DECREASED60,12361,073-950-2%$5.1M$4.9M-$179.7K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED60,10966,660-6,551-10%$5.5M$4.9M-$643.7K2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED60,103103,630-43,527-42%$8.6M$4.9M-$3.7M2026-10-29
New Hampshire Trust
DECREASED59,82762,226-2,399-4%$5.2M$4.9M-$299.2K2026-10-20
Cranbrook Wealth Management, LLC
INCREASED59,52959,487+42+0%$4.9M$4.8M-$96.5K2026-10-28
Blue Square Asset Management, LLC
INCREASED59,41255,250+4,162+8%$4.6M$4.8M+$245.0K2026-11-02
Westside Investment Management, Inc.
INCREASED59,41156,105+3,306+6%$4.6M$4.8M+$176.5K2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED59,38071,124-11,744-17%$5.9M$4.8M-$1.1M2026-11-04
BIP Wealth, LLC
INCREASED58,84358,260+583+1%$4.8M$4.8M-$50.6K2026-10-22
Financial Counselors Inc
INCREASED58,14655,345+2,801+5%$4.6M$4.7M+$134.3K2026-10-22
Latigo Investments, LLC
NEW58,121—+58,121——$4.7M—2026-10-29
JGP Wealth Management, LLC
INCREASED58,06155,915+2,146+4%$4.6M$4.7M+$80.3K2026-10-13
CoreCap Advisors, LLC
DECREASED57,90874,065-16,157-22%$6.1M$4.7M-$1.4M2026-10-08
Aureum Wealth Management, LLC
DECREASED56,51257,628-1,116-2%$4.8M$4.6M-$187.4K2026-10-15
FWG Investments, Llc.
INCREASED56,47656,294+182+0%$4.7M$4.6M-$79.9K2026-11-03
Founders Financial Securities LLC
DECREASED56,193189,162-132,969-70%$15.7M$4.6M-$11.1M2026-10-28
Diversified Enterprises, LLC
INCREASED56,00151,765+4,236+8%$4.3M$4.5M+$256.8K2026-10-19
Vericrest Private Wealth
DECREASED55,98658,395-2,409-4%$4.8M$4.5M-$293.6K2026-10-21
MMA Asset Management LLC
INCREASED55,97654,030+1,946+4%$4.5M$4.5M+$67.2K2026-11-02
A4 Wealth Advisors LLC
INCREASED55,71251,294+4,418+9%$4.2M$4.5M+$272.4K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED55,65361,961-6,308-10%$5.1M$4.5M-$616.1K2026-11-02
Grove Street Fiduciary, LLC
NEW55,646—+55,646——$4.5M—2026-10-13
Aerodigm Wealth, LLC
DECREASED55,50456,420-916-2%$4.7M$4.5M-$169.2K2026-10-16
Cypress Wealth Services, LLC
DECREASED55,00682,503-27,497-33%$6.8M$4.5M-$2.3M2026-10-21
Norris Perne & French LLP
INCREASED54,94554,208+737+1%$4.5M$4.5M-$31.3K2026-10-23
Signal Advisors Wealth, LLC
INCREASED54,91752,520+2,397+5%$4.4M$4.5M+$106.3K2026-10-13
Centurion Wealth Management LLC
DECREASED54,62879,559-24,931-31%$6.6M$4.4M-$2.2M2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED54,57456,842-2,268-4%$4.7M$4.4M-$279.6K2026-10-21
Koesten, Hirschmann & Crabtree, Inc.
DECREASED54,19754,336-1390%$4.5M$4.4M-$102.6K2026-10-13
Retirement Wealth Solutions LLC
DECREASED54,11861,809-7,691-12%$5.1M$4.4M-$728.1K2026-10-07
WealthPLAN Partners, LLC
INCREASED53,79740,217+13,580+34%$3.3M$4.4M+$1.0M2026-10-15
Lantz Financial LLC
DECREASED53,60471,637-18,033-25%$5.9M$4.4M-$1.6M2026-10-15
Sunburst Financial Group, LLC
DECREASED53,29953,373-740%$4.4M$4.3M-$95.7K2026-10-09
Endowment Wealth Management, Inc.
INCREASED53,23650,784+2,452+5%$4.2M$4.3M+$113.7K2026-11-03
LAM Group, Inc.
UNCHANGED53,21553,21500%$4.4M$4.3M-$89.4K2026-10-26
Summit Wealth Group LLC / Co
INCREASED52,93250,806+2,126+4%$4.2M$4.3M+$87.3K2026-10-29
Wetzel Investment Advisors, Inc.
DECREASED52,03052,943-913-2%$4.4M$4.2M-$163.0K2026-10-13
Asset One Wealth Management LLC
INCREASED51,86512,539+39,326+314%$999.1K$4.2M+$3.2M2026-11-02
RF&L Wealth Management, LLC
INCREASED51,77451,614+160+0%$4.3M$4.2M-$73.7K2026-10-20
Balefire, LLC
INCREASED51,73643,882+7,854+18%$3.6M$4.2M+$563.8K2026-10-09
Clear Creek Financial Management, LLC
DECREASED51,39653,936-2,540-5%$4.5M$4.2M-$296.8K2026-10-28
Davenport & Co LLC
INCREASED50,91446,011+4,903+11%$3.8M$4.1M+$320.7K2026-10-14
Highland Capital Management, LLC
DECREASED50,47851,492-1,014-2%$4.3M$4.1M-$168.8K2026-10-26
FAI Advisors, Inc.
INCREASED50,39424,835+25,559+103%$2.1M$4.1M+$2.0M2026-10-27
Tsfg, LLC
DECREASED50,062328,065-278,003-85%$27.2M$4.1K-$27.2M2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED49,50949,841-332-1%$4.1M$4.0M-$109.2K2026-10-14
Motive Wealth Advisors
DECREASED49,38549,760-375-1%$4.1M$4.0M-$114.0K2026-10-26
Skyline Advisors, Inc.
INCREASED49,23446,219+3,015+7%$3.8M$4.0M+$167.0K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED49,05451,945-2,891-6%$4.3M$4.0M-$322.0K2026-10-14
Strategy Asset Managers LLC
INCREASED48,66848,438+230+0%$4.0M$3.9M-$62.7K2026-10-14
Avior Wealth Management, LLC
INCREASED48,57848,521+57+0%$4.0M$3.9M-$61.4K2026-10-13
Krilogy Financial LLC
INCREASED48,40844,223+4,185+9%$3.7M$3.9M+$239.7K2026-10-13
Wealth Management Partners, LLC
INCREASED48,11539,390+8,725+22%$3.3M$3.9M+$641.9K2026-10-21
McCarley & Cook Financial Planners
INCREASED48,03246,474+1,558+3%$3.8M$3.9M+$48.4K2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED47,95850,566-2,608-5%$4.2M$3.9M-$296.6K2026-11-05
Eagle Strategies LLC
DECREASED47,80048,632-832-2%$4.0M$3.9M-$149.2K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED47,541112,974-65,433-58%$9.2M$3.9M-$5.4M2026-10-29
Smithbridge Asset Management Inc
DECREASED47,19348,589-1,396-3%$4.0M$3.8M-$194.9K2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED46,92355,487-8,564-15%$4.6M$3.8M-$788.3K2026-10-20
SAX Wealth Advisors, LLC
INCREASED46,83831,527+15,311+49%$2.2M$3.8M+$1.6M2026-10-13
Sweeney & Michel, LLC
DECREASED45,97348,407-2,434-5%$3.9M$3.7M-$140.9K2026-10-16
Blue Fin Capital, Inc.
INCREASED45,38044,014+1,366+3%$3.6M$3.7M+$36.9K2026-10-28
Traveka Wealth, LLC
INCREASED45,36845,307+61+0%$3.8M$3.7M-$71.2K2026-10-19
M Holdings Securities, Inc.
DECREASED45,25247,078-1,826-4%$3.9M$3.5K-$3.9M2026-11-03
NBT Bank, N.A.
DECREASED44,69444,890-1960%$3.7M$3.6M-$91.3K2026-10-21
One Wealth Capital Management, LLC
DECREASED44,48492,849-48,365-52%$7.7M$3.6M-$4.1M2026-10-23
Integrity Advisory Solutions, LLC
INCREASED44,20337,704+6,499+17%$3.1M$3.6M+$464.1K2026-10-29
James Hambro & Partners LLP
NEW44,016—+44,016——$3.6M—2026-10-19
Horst & Graben Wealth Management LLC
INCREASED43,81442,914+900+2%$3.5M$3.6M+$95.9K2026-11-02
Forbes Financial Planning, Inc.
DECREASED43,62344,377-754-2%$3.7M$3.5M-$135.7K2026-10-23
TBH Global Asset Management, LLC
INCREASED43,28734,296+8,991+26%$2.8M$3.8M+$937.0K2026-11-03
Saxon Interests, Inc.
DECREASED42,79660,475-17,679-29%$5.0M$3.5M-$1.5M2026-10-26
Gryphon Financial Partners LLC
INCREASED42,12841,371+757+2%$3.4M$3.4M-$8.1K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED41,98738,998+2,989+8%$3.2M$3.4M+$177.1K2026-10-13
Braun-Bostich & Associates Inc.
DECREASED41,94342,248-305-1%$3.5M$3.4M-$95.7K2026-10-20
WealthCare Investment Partners, LLC
INCREASED41,75635,391+6,365+18%$2.9M$3.4M+$457.1K2026-11-05
Unique Wealth Strategies, LLC
UNCHANGED41,34541,34500%$3.4M$3.4M$02026-10-13
Busey Bank
DECREASED41,08441,369-285-1%$3.4M$3.3M-$92.6K2026-10-26
Inman Jager Wealth Management, LLC
INCREASED41,07340,061+1,012+3%$3.3M$3.3M+$14.8K2026-11-05
Old National Bancorp
INCREASED40,96639,487+1,479+4%$3.3M$3.3M+$53.7K2026-10-20
Triad Wealth Partners, LLC
DECREASED40,86242,785-1,923-4%$3.3M$3.3M-$25.5K2026-10-26
Worth Asset Management, LLC
NEW40,705—+40,705——$3.3M—2026-10-07
EverSource Wealth Advisors, LLC
INCREASED40,56338,361+2,202+6%$3.2M$3.3M+$114.3K2026-11-04
Core Wealth Advisors, LLC
DECREASED40,29368,445-28,152-41%$5.7M$3.3M-$2.4M2026-11-05
Wedbush Securities Inc
DECREASED40,28244,514-4,232-10%$3.7M$3.3K-$3.7M2026-10-22
Alpha Omega Wealth Management LLC
DECREASED40,27342,793-2,520-6%$3.5M$3.3M-$276.4K2026-10-23
Verus Capital Partners, LLC
DECREASED40,24349,722-9,479-19%$4.1M$3.3M-$852.8K2026-11-03
Quartz Partners, LLC
INCREASED39,95124,489+15,462+63%$2.0M$3.2M+$1.2M2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED39,79841,327-1,529-4%$3.4M$3.2M-$193.5K2026-10-23
Essential Planning, Llc.
INCREASED39,72534,102+5,623+16%$2.8M$3.2M+$399.1K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED39,66440,852-1,188-3%$3.4M$3.2M-$165.0K2026-11-02
Stackstone Wealth, LLC
NEW39,386—+39,386——$3.2M—2026-10-19
Diversified Portfolios, Inc.
DECREASED39,37340,006-633-2%$3.3M$3.2M-$118.6K2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED39,04234,208+4,834+14%$2.8M$3.2M+$334.9K2026-10-23
Pinnacle Associates LTD
INCREASED38,59338,321+272+1%$3.2M$3.1M-$42.3K2026-10-20
Cypress Capital Group
INCREASED38,50035,363+3,137+9%$2.9M$3.1M+$195.2K2026-11-03
Spartan Planning & Wealth Management
DECREASED38,32341,846-3,523-8%$3.5M$3.1M-$356.3K2026-10-13
Myriad Asset Management US LP
DECREASED38,231165,452-127,221-77%$13.7M$3.1M-$10.6M2026-11-03
Stevens Capital Partners
DECREASED38,01939,053-1,034-3%$3.2M$3.1M-$149.5K2026-10-29
Clarus Wealth Advisors
INCREASED37,87536,303+1,572+4%$2.9M$3.1M+$167.9K2026-10-13
Allstreet Capital Advisors LLC
DECREASED37,87338,431-558-1%$3.2M$3.1M-$109.9K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED37,66143,156-5,495-13%$3.6M$3.1M-$518.5K2026-10-14
Baron Financial Group, LLC
DECREASED37,60137,692-910%$3.1M$3.1M-$70.7K2026-10-09
Hoxton Planning & Management, LLC
DECREASED37,47855,304-17,826-32%$4.6M$3.0M-$1.5M2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED37,47738,838-1,361-3%$3.2M$3.0M-$175.8K2026-10-19
Sepio Capital, LP
DECREASED37,41837,419-10%$3.1M$3.0M-$62.9K2026-10-22
Vilga Financial Planning LLC
DECREASED37,06838,184-1,116-3%$3.2M$3.0M-$154.7K2026-10-09
Mann Financial Group, Inc.
DECREASED36,99244,585-7,593-17%$3.7M$3.0M-$691.2K2026-10-15
Parcion Private Wealth LLC
UNCHANGED36,90236,90200%$3.1M$3.0M-$62.0K2026-10-28
B.O.S.S. Retirement Advisors, LLC
DECREASED36,82337,417-594-2%$3.1M$3.0M-$111.0K2026-10-26
Thrive Wealth Management, LLC
INCREASED36,69936,615+84+0%$3.0M$3.0M-$54.7K2026-10-13
Harbor Investment Advisory, LLC
DECREASED36,53642,358-5,822-14%$3.5M$3.0M-$543.7K2026-10-13
Nilsine Partners, LLC
INCREASED36,49336,373+120+0%$3.0M$3.0M-$51.4K2026-11-02
Leeward Financial Partners, LLC
INCREASED36,27935,994+285+1%$3.0M$2.9M-$37.3K2026-10-23
Wealth Quarterback LLC
INCREASED35,95934,993+966+3%$2.9M$2.9M+$19.6K2026-10-20
Essential Partners LLC
INCREASED35,61134,708+903+3%$2.9M$2.9M+$15.0K2026-10-14
Renasant Bank
INCREASED35,46434,923+541+2%$2.9M$2.9M-$14.8K2026-11-05
AA Financial Advisors, LLC
DECREASED35,31036,652-1,342-4%$3.0M$2.9M-$170.5K2026-10-19
Ddfg, Inc
INCREASED35,28833,447+1,841+6%$2.8M$2.9M+$93.2K2026-10-15
BCS Wealth Management
INCREASED35,12134,154+967+3%$2.8M$2.9M+$21.1K2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED35,09535,09500%$2.9M$2.8M-$59.0K2026-11-04
Verdence Capital Advisors LLC
INCREASED34,97827,803+7,175+26%$2.3M$2.8M+$535.6K2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED34,87735,075-198-1%$2.9M$2.8M-$75.0K2026-10-16
First Heartland Consultants, Inc.
DECREASED34,84143,781-8,940-20%$3.6M$2.8M-$799.1K2026-10-08
Verus Wealth Management, LLC
DECREASED34,74535,045-300-1%$2.9M$2.8M-$83.2K2026-10-13
Chicago Partners Investment Group LLC
INCREASED34,40330,548+3,855+13%$2.4M$2.6M+$209.2K2026-10-27
Gilbert Capital Group, Inc.
DECREASED34,30435,724-1,420-4%$3.0M$2.8M-$175.3K2026-10-28
Procyon Advisors, LLC
INCREASED34,22928,308+5,921+21%$2.3M$2.8M+$433.0K2026-10-21
Armor Investment Advisors, LLC
INCREASED34,16633,956+210+1%$2.8M$2.8M-$40.0K2026-10-27
Lpwm LLC
INCREASED34,16133,003+1,158+4%$2.7M$2.8M+$38.5K2026-10-20
Legacy Bridge, LLC
DECREASED34,12634,421-295-1%$2.9M$2.8M-$81.8K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED33,95933,703+256+1%$2.8M$2.8K-$2.8M2026-10-14
Cove Private Wealth, LLC
INCREASED33,86930,881+2,988+10%$2.6M$2.7M+$190.6K2026-10-28
OAK Family Advisors, LLC
DECREASED33,79242,303-8,511-20%$3.5M$2.7M-$761.8K2026-10-19
Islay Capital Management, LLC
DECREASED33,70247,543-13,841-29%$3.9M$2.7M-$1.2M2026-10-20
Darrow Company, Inc.
DECREASED33,52433,894-370-1%$2.8M$2.7M-$87.0K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED33,44230,650+2,792+9%$2.5M$2.7M+$175.1K2026-10-20
Victory Financial Group, LLC
INCREASED33,38032,968+412+1%$2.7M$2.7M-$21.9K2026-10-27
Absolute Capital Management, LLC
DECREASED33,30749,806-16,499-33%$4.1M$2.7M-$1.4M2026-10-16
Conrad Siegel Investment Advisors, Inc.
DECREASED33,25133,474-223-1%$2.8M$2.7M-$74.3K2026-10-08
Berman McAleer LLC
DECREASED33,12833,298-170-1%$2.8M$2.7M-$69.7K2026-10-16
Woodmont Investment Counsel LLC
DECREASED33,05033,382-332-1%$2.8M$2.7M-$83.0K2026-10-29
Parkside Financial Bank & Trust
DECREASED32,86734,685-1,818-5%$2.9M$2.7M-$205.8K2026-10-27
Charles Schwab Trust Co
DECREASED32,75833,095-337-1%$2.7M$2.7M-$83.0K2026-10-15
Ticino Wealth
INCREASED32,57831,655+923+3%$2.6M$2.6M+$21.7K2026-10-13
Calamos Wealth Management LLC
INCREASED32,44431,909+535+2%$2.6M$2.6M-$10.2K2026-11-02
Keystone Wealth Services, LLC
INCREASED32,22432,217+7+0%$2.7M$2.6M-$30.0K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED31,85626,337+5,519+21%$2.2M$2.6M+$403.7K2026-11-05
Advisory Solutions Group, LLC
INCREASED31,43828,944+2,494+9%$2.4M$2.6M+$153.8K2026-10-14
Arcadia Wealth Management, LLC
INCREASED31,29621,893+9,403+43%$1.8M$2.5M+$726.4K2026-10-22
Oppenheimer & Co Inc
INCREASED31,11228,657+2,455+9%$2.4M$2.5M+$151.1K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED30,86126,828+4,033+15%$2.2M$2.5M+$282.2K2026-10-26
Well Done, LLC
INCREASED30,81823,721+7,097+30%$2.0M$2.5M+$536.1K2026-10-20
Richardson Financial Services Inc.
DECREASED30,75132,678-1,927-6%$2.7M$2.5M-$211.3K2026-10-30
Linscomb Wealth, Inc.
INCREASED30,73924,494+6,245+26%$2.0M$2.5M+$465.7K2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED30,52930,52900%$2.5M$2.5M-$51.3K2026-10-28
Bahl & Gaynor LLC
DECREASED30,48231,504-1,022-3%$2.6M$2.5M-$135.9K2026-11-05
Meridian Wealth Management, LLC
DECREASED30,46330,827-364-1%$2.6M$2.5M-$81.3K2026-11-05
Moneywise, Inc.
DECREASED30,45640,201-9,745-24%$3.3M$2.5M-$858.4K2026-10-30
Gen-Wealth Partners Inc
DECREASED30,42248,334-17,912-37%$4.0M$2.5M-$1.5M2026-11-04
Van Cleef Asset Management,Inc
DECREASED30,24530,865-620-2%$2.6M$2.5M-$102.2K2026-10-20
Able Financial Group, LLC
INCREASED30,21129,529+682+2%$2.4M$2.5M+$5.7K2026-10-14
Clayton Financial Group LLC
INCREASED30,20428,827+1,377+5%$2.4M$2.5M+$63.3K2026-10-13
High Net Worth Advisory Group LLC
DECREASED30,17431,809-1,635-5%$2.6M$2.4M-$186.1K2026-10-26
TFB Advisors LLC
DECREASED29,90931,183-1,274-4%$2.6M$2.4M-$155.8K2026-11-02
Keystone Global Partners, LLC
INCREASED29,85026,032+3,818+15%$2.2M$2.4M+$266.1K2026-10-13
Unique Wealth, LLC
INCREASED29,83821,958+7,880+36%$1.8M$2.4M+$602.7K2026-10-16
ADE, LLC
INCREASED29,82627,557+2,269+8%$2.3M$2.4M+$137.8K2026-10-29
Boyd Wealth Management, LLC
UNCHANGED29,81729,81700%$2.5M$2.4M-$50.1K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED29,56727,045+2,522+9%$2.2M$2.4M+$159.3K2026-11-02
Rose Capital Advisors LLC
NEW29,468—+29,468——$2.4M—2026-11-04
Chesley Taft & Associates LLC
DECREASED29,27730,610-1,333-4%$2.5M$2.4M-$159.6K2026-10-13
Accurate Wealth Management, LLC
DECREASED29,13329,325-192-1%$2.4M$2.3M-$47.6K2026-10-20
Scissortail Wealth Management, LLC
INCREASED29,08528,485+600+2%$2.4M$2.4M+$8412026-11-03
Puff Wealth Management, LLC
INCREASED28,59724,958+3,639+15%$2.1M$2.3M+$253.4K2026-10-07
1900 Wealth Management LLC
INCREASED28,44628,046+400+1%$2.3M$2.3M-$14.7K2026-10-13
Tanager Wealth Management LLP
INCREASED28,39927,820+579+2%$2.3M$2.3M+$2542026-10-19
4Thought Financial Group Inc.
DECREASED28,24931,074-2,825-9%$2.6M$2.3M-$281.5K2026-11-02
Commonwealth Retirement Investments LLC
DECREASED28,14156,585-28,444-50%$4.7M$2.3M-$2.4M2026-10-26
Hudson Oak Wealth Advisory LLC
DECREASED28,03428,786-752-3%$2.4M$2.3M-$109.4K2026-10-16
Jordan Park Trust Co LLC
UNCHANGED27,95827,95800%$2.3M$2.3M-$47.0K2026-10-19
Aventus Investment Advisors, Inc.
INCREASED27,74127,615+126+0%$2.3M$2.3M-$36.2K2026-10-09
Summit Place Financial Advisors, LLC
DECREASED27,49627,927-431-2%$2.3M$2.2M-$81.9K2026-10-23
Optima Capital LLC
NEW27,390—+27,390——$2.2M—2026-10-29
Root Financial Partners, LLC
INCREASED27,36124,098+3,263+14%$2.0M$2.2M+$224.3K2026-10-21
Joel Adams & Associates, Inc.
DECREASED27,19527,460-265-1%$2.3M$2.2M-$67.6K2026-11-02
JSF Financial, LLC
INCREASED27,18125,907+1,274+5%$2.1M$2.2M+$59.9K2026-10-22
Ameliora Wealth Management Ltd.
NEW26,909—+26,909——$2.2M—2026-10-23
Variant Private Wealth, LLC
INCREASED26,90926,490+419+2%$2.2M$2.2M-$10.5K2026-10-21
MKD Wealth Coaches, LLC
DECREASED26,87726,946-690%$2.2M$2.2M-$50.9K2026-10-09
Moneco Advisors, LLC
INCREASED26,86914,697+12,172+83%$1.2M$2.2M+$963.2K2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED26,77526,276+499+2%$2.2M$2.2M-$3.7K2026-10-16
Frank, Rimerman Advisors LLC
INCREASED26,72125,140+1,581+6%$2.1M$2.2M+$86.1K2026-10-16
Rothschild & Co Wealth Management UK Ltd
DECREASED26,63530,352-3,717-12%$2.5M$2.2M-$352.7K2026-10-20
Zenith Solutions, Inc.
DECREASED26,61238,038-11,426-30%$3.2M$2.2M-$991.3K2026-10-19
Carrera Capital Advisors
DECREASED26,55927,971-1,412-5%$2.3M$2.2M-$161.7K2026-11-03
Granville Capital, Inc.
DECREASED26,49333,507-7,014-21%$2.8M$2.2M-$625.5K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED26,38024,843+1,537+6%$2.1M$2.1M+$83.0K2026-10-21
Redw Wealth LLC
DECREASED26,33528,378-2,043-7%$2.4M$2.1M-$213.5K2026-11-02
Duncker Streett & Co Inc
INCREASED26,25225,252+1,000+4%$2.1M$2.1M+$38.7K2026-10-27
Trueblood Wealth Management, LLC
INCREASED26,16924,668+1,501+6%$2.0M$2.1M+$80.4K2026-10-23
FF Advisors,LLC
INCREASED26,14523,426+2,719+12%$1.9M$2.1M+$181.3K2026-10-21
Lanark Financial, Inc.
INCREASED25,84024,001+1,839+8%$2.0M$2.1M+$108.9K2026-10-26
Richmond Investment Services, LLC
DECREASED25,78227,427-1,645-6%$2.3M$2.1M-$179.6K2026-10-29
Larson Financial Group LLC
INCREASED25,74225,573+169+1%$2.1M$2.1M-$29.3K2026-11-05
Clear Retirement Advice LLC
DECREASED25,71226,217-505-2%$2.2M$2.1M-$85.0K2026-10-22
StoneX Group Inc.
DECREASED25,66226,729-1,067-4%$2.2M$2.1M-$130.0K2026-11-03
Darden Wealth Group Inc
INCREASED25,64325,523+120+0%$2.1M$2.1M-$33.1K2026-11-06
Sherman Wealth Management LLC
INCREASED25,54124,925+616+2%$2.1M$2.1M+$8.1K2026-10-16
Jacobi Capital Management LLC
INCREASED25,47925,183+296+1%$2.1M$2.1M-$18.3K2026-11-05
Portfolio Resources Advisor Group, Inc.
DECREASED25,22342,544-17,321-41%$3.5M$2.0M-$1.5M2026-10-20
Serenity Investment Advisors
INCREASED25,17225,049+123+0%$2.0M$2.0M-$2872026-10-30
K2 Financial Inc.
INCREASED25,05424,149+905+4%$2.0M$2.0M+$39.9K2026-10-26
Chris Bulman Inc
DECREASED25,02634,652-9,626-28%$2.9M$2.0M-$839.5K2026-10-20
SC&H Financial Advisors, Inc.
DECREASED24,86425,738-874-3%$2.1M$2.0M-$114.2K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED24,78024,157+623+3%$2.0M$2.0M+$10.0K2026-10-26
Kathmere Capital Management, LLC
INCREASED24,70224,691+11+0%$2.0M$2.0M-$40.6K2026-10-20
FSM Wealth Advisors, LLC
DECREASED24,64426,070-1,426-5%$2.2M$2.0M-$153.6K2026-10-27
American State Bank (Iowa)
INCREASED24,62624,392+234+1%$2.0M$2.0M-$22.0K2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED24,46724,936-469-2%$2.1M$2.0M-$80.0K2026-11-03
B&D White Capital Company, LLC
DECREASED24,44724,835-388-2%$2.1M$2.0M-$73.2K2026-11-02
Salem Investment Counselors Inc
INCREASED24,37823,858+520+2%$2.0M$2.0M+$2.1K2026-10-13
CWA Asset Management Group, LLC
DECREASED24,35824,777-419-2%$2.1M$2.0M-$75.6K2026-10-19
Continental Advisors LLC
UNCHANGED24,30024,30000%$2.0M$2.0M-$40.8K2026-10-13
Rational Advisors, Inc.
NEW24,255—+24,255——$2.0M—2026-11-02
KPP Advisory Services LLC
INCREASED24,06022,866+1,194+5%$1.9M$2.0M+$58.5K2026-10-26
Garde Capital, Inc.
INCREASED23,84223,682+160+1%$2.0M$1.9M-$26.8K2026-10-29
Ocean Park Asset Management, LLC
NEW23,737—+23,737——$1.9M—2026-10-21
Coastline Trust Co
DECREASED23,43423,668-234-1%$2.0M$1.9M-$58.8K2026-10-01
BCU Wealth Advisors, LLC
DECREASED23,40029,156-5,756-20%$2.4M$1.9M-$516.1K2026-10-16
Focus Financial Network, Inc.
DECREASED23,35425,865-2,511-10%$2.1M$1.9M-$247.3K2026-10-14
Aprio Wealth Management, LLC
DECREASED23,27826,108-2,830-11%$2.2M$1.9M-$273.5K2026-10-28
Rubicon Advisors, GP
INCREASED23,26520,870+2,395+11%$1.7M$1.9M+$159.3K2026-10-23
Centerline Wealth Advisors, LLC
INCREASED23,16222,644+518+2%$1.9M$1.9M+$4.0K2026-10-15
MSH Capital Advisors LLC
DECREASED23,11223,559-447-2%$2.0M$1.9M-$75.9K2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED23,01823,162-144-1%$1.9M$1.9M-$50.6K2026-10-29
Moody National Bank Trust Division
DECREASED22,90923,517-608-3%$1.9M$1.9M-$88.9K2026-10-06
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED22,75323,233-480-2%$1.9M$1.8M-$78.0K2026-11-03
Belleair Asset Management, LLC
INCREASED22,22819,208+3,020+16%$1.6M$1.8M+$212.8K2026-11-03
Friday Financial
INCREASED22,22021,106+1,114+5%$1.7M$1.8M+$120.7K2026-10-09
Sensible Money, LLC
DECREASED22,10222,419-317-1%$1.9M$1.8M-$63.4K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED22,07821,405+673+3%$1.8M$1.8M+$18.7K2026-11-02
Flagstar Securities, Inc
INCREASED22,01112,913+9,098+70%$1.1M$1.8M+$716.7K2026-10-15
International Assets Investment Management, LLC
INCREASED21,98720,927+1,060+5%$1.7M$1.8M+$97.5K2026-11-02
Lauterbach Financial Advisors, LLC
INCREASED21,92221,584+338+2%$1.8M$1.8M-$8.8K2026-10-21
Finley Financial, LLC
INCREASED21,85621,706+150+1%$1.8M$1.8M-$23.0K2026-10-28
Klaas Financial Asset Advisors, LLC
DECREASED21,85322,609-756-3%$1.9M$1.8M-$99.3K2026-10-19
Palisade Asset Management, LLC
INCREASED21,77717,604+4,173+24%$1.5M$1.8M+$309.1K2026-11-03
True Private Wealth Advisors
DECREASED21,73922,180-441-2%$1.8M$1.8M-$73.0K2026-10-19
Vann Equity Management LLC
INCREASED21,69321,604+89+0%$1.8M$1.8M-$29.1K2026-10-08
Goldstein Advisors, LLC
INCREASED21,46618,153+3,313+18%$1.5M$1.7M+$238.4K2026-10-15
Bailard, Inc.
INCREASED21,42520,868+557+3%$1.7M$1.7M+$10.1K2026-10-13
Aspen Investment Management Inc
INCREASED21,41616,606+4,810+29%$1.4K$1.7M+$1.7M2026-11-05
Aletheian Wealth Advisors LLC
INCREASED21,33520,664+671+3%$1.7M$1.7M+$19.7K2026-10-08
Buck Wealth Strategies, LLC
INCREASED21,09520,796+299+1%$1.7M$1.7M-$10.7K2026-10-28
PUREfi Wealth, LLC
DECREASED21,00322,347-1,344-6%$1.9M$1.7M-$146.6K2026-10-19
Squire Investment Management Company, LLC
INCREASED20,99720,841+156+1%$1.7M$1.7M-$22.4K2026-11-03
Bigelow Investment Advisors, LLC
INCREASED20,90020,456+444+2%$1.7M$1.7M+$1.7K2026-10-13
Soltis Investment Advisors LLC
INCREASED20,82017,773+3,047+17%$1.5M$1.7M+$217.4K2026-10-28
Warwick Investment Management, Inc.
DECREASED20,69721,164-467-2%$1.8M$1.7M-$73.5K2026-10-19
Center For Asset Management LLC
DECREASED20,65845,076-24,418-54%$3.7M$1.7M-$2.1M2026-10-16
Doliver Advisors, LP
DECREASED20,58420,793-209-1%$1.7M$1.7M-$51.9K2026-10-01
Nolet Wealth Management, LLC
UNCHANGED20,53520,53500%$1.7M$1.7M-$34.5K2026-10-15
Pembroke Management, LTD
DECREASED20,49648,213-27,717-57%$4.0M$1.7M-$2.3M2026-10-21
Evanson Financial, LLC
DECREASED20,49120,685-194-1%$1.7M$1.7M-$50.5K2026-10-23
Client 1ST Advisory Group, LLC
DECREASED20,46820,851-383-2%$1.7M$1.7M-$66.1K2026-10-19
Bison Wealth, LLC
DECREASED20,43720,587-150-1%$1.7M$1.6M-$40.3K2026-10-13
Trust Co of Vermont
INCREASED20,33819,741+597+3%$1.6M$1.7M+$15.3K2026-10-21
NWF Advisory Services Inc.
INCREASED20,29718,825+1,472+8%$1.6M$1.6M+$87.9K2026-10-19
Heritage Family Offices, LLP
DECREASED20,19323,484-3,291-14%$1.9M$1.6M-$306.5K2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED20,08220,799-717-3%$1.7M$1.6M-$93.1K2026-10-09
NTV Asset Management LLC
DECREASED19,87420,470-596-3%$1.7M$1.6M-$82.7K2026-10-23
International Private Wealth Advisors LLC
DECREASED19,85921,107-1,248-6%$1.7M$1.6M-$136.7K2026-11-05
Abacus Planning Group, Inc.
INCREASED19,84618,141+1,705+9%$1.5M$1.6M+$107.9K2026-11-02
Blankinship & Foster, LLC
UNCHANGED19,83919,83900%$1.6M$1.6M-$33.3K2026-10-19
Principal Financial Group Inc
DECREASED19,66927,155-7,486-28%$2.2M$1.6M-$653.2K2026-11-02
Atwater Malick LLC
UNCHANGED19,40619,40600%$1.6M$1.6M-$32.6K2026-10-15
Signature Equity Partners, LLC
INCREASED19,3207,865+11,455+146%$651.6K$1.6M+$916.4K2026-10-29
Transce3nd, LLC
NEW19,313—+19,313——$1.5M—2026-10-26
Family Investment Center, Inc.
INCREASED19,01718,966+51+0%$1.6M$1.5M-$27.7K2026-10-19
Wavvest Wealth LLC
NEW18,983—+18,983——$1.5M—2026-10-21
Capital Advisors, Ltd. LLC
INCREASED18,94016,665+2,275+14%$1.4K$1.5K+$1562026-10-27
Fermata Advisors, LLC
INCREASED18,8824,234+14,648+346%$350.8K$1.5M+$1.2M2026-10-13
Watershed Private Wealth LLC
DECREASED18,78218,921-139-1%$1.6M$1.5M-$43.1K2026-10-30
Waldron Private Wealth LLC
DECREASED18,71920,027-1,308-7%$1.7M$1.5M-$139.8K2026-11-02
Legacy Advisory Services, LLC
NEW18,661—+18,661——$1.5M—2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED18,64819,281-633-3%$1.6M$1.5M-$83.8K2026-10-23
Tranquility Partners, LLC
DECREASED18,63818,690-520%$1.5M$1.5M-$35.6K2026-10-20
Angeles Wealth Management, LLC
INCREASED18,59316,938+1,655+10%$1.4M$1.5M+$105.9K2026-10-26
XY Planning Network, Inc.
INCREASED18,57413,665+4,909+36%$1.1M$1.5M+$375.5K2026-10-14
Cassilly Financial Group LLC
INCREASED18,5299,646+8,883+92%$799.0K$1.5M+$704.7K2026-10-07
Viewpoint Capital Management LLC
INCREASED18,28717,849+438+2%$1.5M$1.5M+$5.6K2026-10-27
Riverwater Partners LLC
DECREASED18,23618,799-563-3%$1.6M$1.5M-$77.3K2026-11-03
Mainstream Capital Management LLC
INCREASED18,21411,743+6,471+55%$972.8K$1.5M+$505.5K2026-10-23
Veracity Capital LLC
DECREASED18,18919,078-889-5%$1.6M$1.5M-$104.2K2026-10-08
Meyer Handelman Co
UNCHANGED18,07418,07400%$1.5M$1.5M-$30.4K2026-10-28
Cornerstone Wealth Management, LLC
DECREASED17,97018,048-780%$1.5M$1.5M-$36.6K2026-11-04
Fragasso Financial Advisors Inc
DECREASED17,93417,946-120%$1.5M$1.5M-$26.8K2026-10-13
Raleigh Capital Management Inc.
DECREASED17,92124,052-6,131-25%$2.0M$1.5M-$538.0K2026-10-28
Old Mission Investment Co LLC
INCREASED17,92117,668+253+1%$1.5M$1.5M-$9.1K2026-10-22
W Advisors, LLC
DECREASED17,90924,483-6,574-27%$2.0M$1.5M-$574.7K2026-11-02
Essex Bank
INCREASED17,90917,063+846+5%$1.4M$1.5M+$39.8K2026-10-16
Integrity Wealth Advisors, Inc.
NEW17,899—+17,899——$1.5M—2026-10-29
Montag A & Associates Inc
DECREASED17,78220,377-2,595-13%$1.7M$1.4M-$244.8K2026-10-29
CX Institutional
INCREASED17,77917,509+270+2%$1.5K$1.4K-$72026-10-02
Dara Capital US, Inc.
UNCHANGED17,77017,77000%$1.5M$1.4M-$29.9K2026-10-29
ASL Financial, LLC
INCREASED17,70813,749+3,959+29%$1.1M$1.4M+$298.2K2026-10-15
Colton Groome Financial Advisors, LLC
INCREASED17,59115,955+1,636+10%$1.3M$1.4M+$106.0K2026-10-06
Amplius Wealth Advisors, LLC
INCREASED17,42915,641+1,788+11%$1.3M$1.4M+$118.8K2026-10-20
Meridian Financial Advisors, LLC
INCREASED17,38614,959+2,427+16%$1.2M$1.4M+$171.8K2026-10-14
Ballast Rock Private Wealth LLC
INCREASED17,34016,721+619+4%$1.4M$1.4M+$22.1K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED17,22914,557+2,672+18%$1.2M$1.4M+$192.4K2026-10-29
Cohen Capital Management, Inc.
UNCHANGED17,22017,22000%$1.4M$1.4M-$28.9K2026-10-14
Two West Capital Advisors LLC
DECREASED17,21423,959-6,745-28%$1.8M$1.4M-$440.2K2026-10-15
Patton Albertson Miller Group, LLC
DECREASED17,11017,300-190-1%$1.4M$1.4M-$44.5K2026-10-26
VestGen Advisors, LLC
DECREASED16,94425,435-8,491-33%$2.1M$1.4M-$731.9K2026-10-27
Montecito Bank & Trust
INCREASED16,93616,659+277+2%$1.4M$1.4M-$5.5K2026-10-01
TD Waterhouse Canada Inc.
INCREASED16,91714,612+2,305+16%$1.2M$1.4M+$206.3K2026-10-16
Wlth Capital Management, LLC
DECREASED16,893171,520-154,627-90%$14.2M$1.4M-$12.8M2026-10-20
Indivisible Partners
INCREASED16,8114,651+12,160+261%$385.3K$1.4M+$979.1K2026-10-26
Naples Global Advisors, LLC
INCREASED16,74216,009+733+5%$1.3M$1.4M+$32.6K2026-11-05
LVZ, Inc.
DECREASED16,73217,770-1,038-6%$1.5M$1.4M-$114.2K2026-10-20
William Howard & Co Financial Advisors Inc
INCREASED16,72816,267+461+3%$1.3M$1.4M+$10.1K2026-11-04
Independence Bank of Kentucky
INCREASED16,63515,381+1,254+8%$1.3M$1.4M+$75.9K2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED16,54515,732+813+5%$1.3M$1.3M+$39.6K2026-10-19
Cooper Financial Group
DECREASED16,53216,705-173-1%$1.4M$1.3M-$42.1K2026-10-07
PCA Investment Advisory Services Inc.
INCREASED16,51415,309+1,205+8%$1.3M$1.3M+$72.1K2026-10-13
Visionary Wealth Advisors
INCREASED16,51216,297+215+1%$1.4M$1.3M-$9.9K2026-11-04
One Advisory Partners, LLC
DECREASED16,48625,099-8,613-34%$2.1M$1.3M-$741.2K2026-10-22
PFG Advisors
DECREASED16,48217,291-809-5%$1.4M$1.3M-$94.7K2026-10-16
Lee Financial Co
INCREASED16,40015,746+654+4%$1.3M$1.3M+$26.7K2026-10-16
Unify Financial Advisors
DECREASED16,33627,529-11,193-41%$2.3M$1.3M-$954.7K2026-11-03
Bangor Savings Bank
DECREASED16,22621,994-5,768-26%$1.8M$1.3M-$505.1K2026-10-06
Hillcrest Wealth Advisors - NY, LLC
DECREASED16,18816,688-500-3%$1.4M$1.3M-$68.6K2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED16,16516,715-550-3%$1.4M$1.3M-$72.7K2026-11-02
Ehrlich Financial Group
DECREASED16,14216,440-298-2%$1.4M$1.3M-$51.8K2026-10-20
Stonebridge Financial Group, LLC
DECREASED16,111362,314-346,203-96%$30.0M$1.3M-$28.7M2026-10-01
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED16,00316,170-167-1%$1.3M$1.3M-$40.7K2026-11-03
Fjell Capital, LLC
NEW15,976—+15,976——$1.3M—2026-10-13
UMB Private Wealth Management, LLC
NEW15,945—+15,945——$1.3M—2026-10-19
C2c Wealth Management, LLC
UNCHANGED15,86515,86500%$1.3M$1.3M-$26.7K2026-10-20
Peoples Bank
NEW15,682—+15,682——$1.3M—2026-10-26
Values Added Financial LLC
UNCHANGED15,66615,66600%$1.3M$1.3M-$26.3K2026-10-28
Mosley Wealth Management
DECREASED15,41016,232-822-5%$1.3M$1.2M-$141.3K2026-10-16
Certuity, LLC
INCREASED15,36513,212+2,153+16%$1.1M$1.2M+$152.6K2026-11-02
Cornerstone Partners Capital Management, LLC
INCREASED15,25313,905+1,348+10%$1.2M$1.2M+$86.0K2026-11-04
Cidel Asset Management Inc
UNCHANGED15,23515,23500%$1.3M$1.2M-$25.6K2026-10-29
Horizon Wealth Management, LLC
DECREASED15,15717,093-1,936-11%$1.4M$1.2M-$185.8K2026-11-02
Maseco LLP
INCREASED15,02310,163+4,860+48%$842.1K$1.2M+$377.0K2026-10-27
Trust Co of the South
INCREASED15,01911,997+3,022+25%$993.8K$1.2M+$225.1K2026-10-21
Defined Wealth Management, LLC
DECREASED14,99415,878-884-6%$1.3M$1.2M-$98.4K2026-10-19
Valley Forge Investment Consultants Inc ADV
DECREASED14,96415,154-190-1%$1.3M$1.2M-$40.9K2026-11-03
Everhart Financial Group, Inc.
DECREASED14,94815,447-499-3%$1.3M$1.2M-$66.5K2026-10-08
Jnba Financial Advisors
INCREASED14,94313,361+1,582+12%$1.1M$1.2M+$105.9K2026-11-03
Gateway Investment Advisers LLC
INCREASED14,92011,132+3,788+34%$922.2K$1.2M+$288.7K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED14,81515,917-1,102-7%$1.3M$1.2M-$116.2K2026-10-07
Asempa Wealth Advisors
INCREASED14,79914,793+6+0%$1.2M$1.2M-$23.5K2026-10-07
Baker Boyer National Bank
DECREASED14,79015,403-613-4%$1.3M$1.2M-$75.6K2026-11-05
Moss Adams Wealth Advisors LLC
INCREASED14,76113,170+1,591+12%$1.1M$1.2M+$107.0K2026-10-28
Cordgrass Capital Advisors, LLC
INCREASED14,75114,369+382+3%$1.2M$1.2M+$6.9K2026-10-30
MacKenzie Financial Corp
INCREASED14,75013,370+1,380+10%$1.1M$1.2M+$89.5K2026-11-02
Kondo Wealth Advisors, Inc.
INCREASED14,62114,605+16+0%$1.2M$1.2M-$23.2K2026-10-19
Solstein Capital, LLC
UNCHANGED14,58014,58000%$1.2M$1.2M-$24.5K2026-11-02
Koshinski Asset Management, Inc.
INCREASED14,54714,321+226+2%$1.2M$1.2M-$5.7K2026-10-29
Five Oceans Advisors
UNCHANGED14,52014,52000%$1.2M$1.2M-$24.4K2026-10-22
Upper Left Wealth Management, LLC
DECREASED14,50918,955-4,446-23%$1.6M$1.2M-$392.7K2026-10-14
CGN Advisors LLC
DECREASED14,42117,580-3,159-18%$1.5M$1.2M-$286.0K2026-10-21
Confluence Wealth Services, Inc.
DECREASED14,41015,143-733-5%$1.3M$1.2M-$84.3K2026-11-05
Arsenal Capital Advisors LLC
UNCHANGED14,37814,37800%$1.2M$1.2M-$24.2K2026-11-02
AGF Management LTD
INCREASED14,36513,970+395+3%$1.2M$1.2M+$8.6K2026-11-03
Ameraudi Asset Management, Inc.
INCREASED14,32613,506+820+6%$1.1M$1.2M+$43.9K2026-11-05
Trilogy Capital Inc.
DECREASED14,14315,273-1,130-7%$1.3M$1.1M-$117.3K2026-10-20
Silverlake Wealth Management LLC
DECREASED14,11117,082-2,971-17%$1.4M$1.1M-$269.8K2026-10-21
Novem Group
INCREASED14,08812,400+1,688+14%$1.0M$1.1M+$116.2K2026-10-19
Barnes Dennig Private Wealth Management LLC
INCREASED13,96113,951+10+0%$1.2M$1.1M-$22.6K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED13,91613,526+390+3%$1.1M$1.1M+$8.9K2026-10-20
Waystone Advisors LLC
DECREASED13,87113,917-460%$1.2M$1.1M-$3.8K2026-10-16
Davidson Trust Co
INCREASED13,84813,408+440+3%$1.1M$1.1M+$13.2K2026-10-09
Wolff Wiese Magana LLC
INCREASED13,79812,468+1,330+11%$1.0M$1.1M+$87.0K2026-10-15
Accelerate Investment Advisors LLC
DECREASED13,74523,765-10,020-42%$2.0M$1.1M-$853.1K2026-11-02
Manchester Capital Management LLC
UNCHANGED13,64713,64700%$1.1M$1.1M-$22.9K2026-10-22
TruNorth Capital Management, LLC
INCREASED13,62113,535+86+1%$1.1M$1.1M-$15.8K2026-10-14
Sonata Capital Group Inc
INCREASED13,57512,108+1,467+12%$1.0M$1.1M+$98.7K2026-10-19
Northland Securities, Inc.
DECREASED13,54714,199-652-5%$1.2M$1.1M-$76.8K2026-11-02
Invested Advisors
DECREASED13,54614,058-512-4%$1.2M$1.1M-$65.2K2026-10-23
National Wealth Management Group, LLC
DECREASED13,54013,715-175-1%$1.1M$1.1M-$37.2K2026-10-26
Avantra Family Wealth, Inc.
INCREASED13,41713,164+253+2%$1.1M$1.1M-$1.6K2026-10-20
Reap Financial Group, LLC
DECREASED13,40413,714-310-2%$1.1M$1.1M-$48.2K2026-11-02
Key FInancial Inc
DECREASED13,36013,586-226-2%$1.1M$1.1M-$41.2K2026-11-02
Pines Wealth Management, LLC
INCREASED13,34712,819+528+4%$1.1M$1.1M+$21.3K2026-10-21
Gilpin Wealth Management, LLC
INCREASED13,29013,248+42+0%$1.1M$1.1M-$18.8K2026-10-09
J.M. Arbour, LLC
DECREASED13,25323,915-10,662-45%$2.0M$1.1M-$905.5K2026-11-05
Occidental Asset Management, LLC
DECREASED13,16521,118-7,953-38%$1.7M$1.1M-$680.9K2026-11-05
Shrier Wealth Management, LLC
UNCHANGED13,11413,11400%$1.1M$1.1M-$22.0K2026-10-20
Strategic Advocates LLC
INCREASED13,06812,873+195+2%$1.1M$1.1M-$5.8K2026-11-03
Shade Tree Advisors LLC
UNCHANGED12,94312,94300%$1.1M$1.1M-$21.7K2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED12,94012,94000%$1.1M$1.1M-$21.7K2026-10-15
Human Investing LLC
INCREASED12,89112,845+46+0%$1.1M$1.0M-$17.9K2026-10-19
McAdam, LLC
INCREASED12,87812,364+514+4%$1.0M$1.0M+$20.9K2026-10-21
Allen Capital Group, LLC
INCREASED12,87310,929+1,944+18%$905.4K$1.0M+$139.4K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED12,8401,399+11,441+818%$115.9K$1.0M+$926.2K2026-10-07
Koa Wealth Management, LLC
NEW12,769—+12,769——$1.0M—2026-10-14
Baker Tilly Wealth Management, LLC
DECREASED12,70013,643-943-7%$1.1M$1.0M-$99.5K2026-10-05
Stewardship Advisors, LLC
INCREASED12,59011,343+1,247+11%$939.7K$1.0M+$82.2K2026-10-20
Fiduciary Alliance LLC
DECREASED12,54715,469-2,922-19%$1.3M$1.0M-$263.1K2026-10-13
Peirce Capital Management, LLC
UNCHANGED12,53012,53000%$1.0M$1.0M-$21.1K2026-10-19
Clark Asset Management, LLC
INCREASED12,3848,398+3,986+47%$695.7K$1.0M+$309.4K2026-10-19
BG Investment Services, LLC
INCREASED12,28811,658+630+5%$965.8K$997.3K+$31.5K2026-10-23
Townsend Asset Management Corp
UNCHANGED12,18012,18000%$1.0M$988.5K-$20.5K2026-10-29
PCG Asset Management, LLC
INCREASED12,1519,415+2,736+29%$779.9K$986.2K+$206.2K2026-11-05
Net Worth Advisory Group
INCREASED12,11411,456+658+6%$949.0K$983.9K+$34.9K2026-10-20
Investment Research Partners LLC
DECREASED12,06214,055-1,993-14%$1.2M$979.0K-$185.4K2026-10-19
Union Bancaire Privee, UBP SA
INCREASED11,984318+11,666+3669%$22.8K$972.7K+$950.0K2026-11-04
Kaydan Wealth Management, Inc.
DECREASED11,95112,470-519-4%$1.0M$969.9K-$63.1K2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED11,92711,860+67+1%$982.5K$968.0K-$14.5K2026-10-26
West Wealth Group, LLC
INCREASED11,8899,392+2,497+27%$778.0K$965.0K+$186.9K2026-10-14
Legacy Wealth Partners, LLC
DECREASED11,85915,742-3,883-25%$1.3M$962.5K-$341.6K2026-10-15
Kelly Financial Group LLC
DECREASED11,83311,992-159-1%$993.4K$960.4K-$33.1K2026-10-16
Tufton Capital Management
DECREASED11,78411,793-90%$976.0K$956-$975.0K2026-10-20
Roger Wittlin Investment Advisory, LLC
DECREASED11,73511,738-30%$972.4K$952.5K-$20.0K2026-10-19
SwitchPoint Financial Planning, LLC
NEW11,718—+11,718——$951.0K—2026-11-02
Howard Financial Services, Ltd.
UNCHANGED11,70611,70600%$969.7K$950.0K-$19.7K2026-10-15
Sound Income Strategies, LLC
DECREASED11,66030,207-18,547-61%$2.5M$938.6K-$1.6M2026-10-09
Integras Partners LLC
INCREASED11,57310,908+665+6%$903.6K$939.3K+$35.6K2026-10-30
Topor & Co. Korea
UNCHANGED11,55311,55300%$957.1K$937.6K-$19.4K2026-10-22
Navigation Group, LLC
DECREASED11,55013,521-1,971-15%$1.1M$937.4K-$182.7K2026-10-28
Tenzing Financial LLC
DECREASED11,50611,525-190%$945.0K$889.9K-$55.2K2026-11-03
Keystone Financial Group, Inc.
UNCHANGED11,35911,35900%$941.0K$921.9K-$19.1K2026-10-13
Richards, Merrill & Peterson, Inc.
INCREASED11,30910,984+325+3%$909.9K$917.8K+$7.9K2026-10-19
Alpha Advisors, LLC
INCREASED11,28611,178+108+1%$926.0K$915.9K-$10.1K2026-10-19
First Bank & Trust
DECREASED11,22311,359-136-1%$941.0K$910.9K-$30.1K2026-10-19
Wealth Architects, LLC
INCREASED11,1619,703+1,458+15%$803.9K$905.9K+$102.0K2026-11-03
Rare Wolf Capital LLC
UNCHANGED11,15711,15700%$924.2K$905.5K-$18.7K2026-10-20
Cambridge Financial Group, LLC
UNCHANGED11,14111,14100%$922.9K$922.9K$02026-10-06
LCW Services, LLC
INCREASED11,02910,651+378+4%$882.3K$895.1K+$12.8K2026-10-21
Daviman Financial, LLC
DECREASED10,98911,982-993-8%$992.6K$891.9K-$100.7K2026-11-06
Latitude Advisors, LLC
DECREASED10,97713,692-2,715-20%$1.1M$890.9K-$243.4K2026-10-27
Canandaigua National Trust Co of Florida
NEW10,976—+10,976——$890.8K—2026-10-07
Focused Alpha, LLC
INCREASED10,9667,752+3,214+41%$642.2K$890.0K+$247.8K2026-10-20
Catalyst Private Wealth, LLC
UNCHANGED10,96610,96600%$908.4K$890.0K-$18.4K2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED10,9066,471+4,435+69%$536.1K$885.1K+$349.1K2026-10-15
One Day In July LLC
DECREASED10,84412,063-1,219-10%$999.3K$880.1K-$119.2K2026-10-30
Abbington Investment Group
UNCHANGED10,81210,81200%$895.7K$877.5K-$18.2K2026-11-03
Unified Investment Management
INCREASED10,75210,102+650+6%$836.8K$872.6K+$35.8K2026-10-14
tru Independence LLC
DECREASED10,71610,752-360%$890.7K$869.7K-$21.0K2026-10-20
OFS Enterprise LLC
INCREASED10,65910,439+220+2%$864.7K$865.1K+$3672026-10-16
Independent Wealth Network Inc.
INCREASED10,5809,291+1,289+14%$769.7K$858.7K+$89.0K2026-10-19
Arista Wealth Management, LLC
INCREASED10,53210,097+435+4%$836.4K$854.8K+$18.3K2026-10-29
Kings Path Partners LLC
INCREASED10,49310,459+34+0%$866.4K$851.6K-$14.8K2026-10-21
Avail Investment Partners, LLC
DECREASED10,47812,311-1,833-15%$1.0M$850.4K-$169.4K2026-10-16
Canvas Wealth Advisors, LLC
INCREASED10,4469,926+520+5%$822.2K$797.6K-$24.6K2026-11-02
Firestone Capital Management
DECREASED10,42211,123-701-6%$921.4K$845.9K-$75.6K2026-11-03
DBK Financial Counsel, LLC
UNCHANGED10,39110,39100%$860.8K$843.3K-$17.5K2026-10-13
Affiance Financial, LLC
NEW10,367—+10,367——$841.4K—2026-10-15
Hubbell Strickland Wealth Management, LLC
INCREASED10,28110,203+78+1%$845.2K$834.4K-$10.8K2026-10-29
Argentarii, LLC
UNCHANGED10,17510,17500%$812.9K$825.8K+$12.9K2026-10-28
Peterson Wealth Services
INCREASED10,0839,116+967+11%$755.2K$818.4K+$63.2K2026-10-26
Chapin Davis, Inc.
DECREASED10,02210,253-231-2%$849.3K$813.3K-$36.0K2026-10-09
Aegis Wealth Management, Inc.
DECREASED9,91611,038-1,122-10%$914.4K$804.8K-$109.6K2026-10-26
Blue Zone Wealth Advisors, LLC
DECREASED9,79510,227-432-4%$847.2K$794.9K-$52.3K2026-10-19
Ellis Investment Partners, LLC
INCREASED9,7407,927+1,813+23%$656.7K$790.6K+$133.8K2026-10-21
MW Advisory, LLC
DECREASED9,71211,944-2,232-19%$989.4K$788.2K-$201.2K2026-10-19
Hassell Wealth Management, LLC
UNCHANGED9,6949,69400%$778.4K$786.7K+$8.3K2026-10-19
Tompkins Financial Corp
INCREASED9,6789,510+168+2%$787.8K$785.5K-$2.3K2026-10-05
Integrated Wealth Management
DECREASED9,6089,813-205-2%$812.9K$779.8K-$33.1K2026-10-19
IFG Advisors, LLC
INCREASED9,5759,423+152+2%$780.6K$777.1K-$3.5K2026-10-15
Lynx Investment Advisory
INCREASED9,5579,303+254+3%$770.6K$775.6K+$5.0K2026-10-27
Gold Investment Management Ltd.
INCREASED9,5469,136+410+4%$757.2K$774.8K+$17.6K2026-10-19
Ceera Investments, LLC
INCREASED9,5293,660+5,869+160%$303.2K$773.4K+$470.2K2026-11-02
Intrua Financial, LLC
INCREASED9,5229,452+70+1%$783.0K$772.8K-$10.2K2026-10-28
Baker Avenue Asset Management, LP
INCREASED9,5218,963+558+6%$742.5K$772.7K+$30.2K2026-11-06
Optivise Advisory Services LLC
INCREASED9,2369,195+41+0%$761.8K$749.6K-$12.2K2026-10-19
Equita Financial Network, Inc.
INCREASED9,1969,132+64+1%$756.5K$746.3K-$10.1K2026-10-19
Rossmore Private Capital
DECREASED9,1589,398-240-3%$778.5K$743.3K-$35.3K2026-10-27
Elevation Wealth Management LLC
DECREASED9,1449,734-590-6%$806.4K$742.1K-$64.3K2026-11-02
Emprise Bank
DECREASED9,1369,384-248-3%$777.4K$741.5K-$35.9K2026-10-07
Sunpointe, LLC
DECREASED9,1089,217-109-1%$763.5K$739.2K-$24.3K2026-10-22
Verum Partners LLC
DECREASED9,04910,228-1,179-12%$847.3K$734.4K-$112.9K2026-10-21
O'Keefe Stevens Advisory, Inc.
UNCHANGED9,0109,01000%$746.4K$731.3K-$15.1K2026-10-09
Networth Advisors, LLC
DECREASED8,9919,545-554-6%$790.7K$729.7K-$61.0K2026-11-03
Legacy Private Trust Co.
UNCHANGED8,9188,91800%$738.8K$723.8K-$15.0K2026-10-06
Community Trust & Investment Co
DECREASED8,9179,250-333-4%$766.3K$723.7K-$42.6K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED8,8655,633+3,232+57%$466.6K$719.5K+$252.8K2026-11-03
Hoge Financial Services, LLC
DECREASED8,8069,187-381-4%$761.0K$714.7K-$46.3K2026-11-05
Hudson Edge Investment Partners Inc.
UNCHANGED8,7508,75000%$724.9K$710.2K-$14.7K2026-10-28
BFI Infinity Ltd.
UNCHANGED8,7458,74500%$724.4K$709.7K-$14.7K2026-10-16
Arwa LLC
DECREASED8,73417,300-8,566-50%$1.4M$700.6K-$650.7K2026-10-21
Parsons Capital Management Inc
INCREASED8,7168,588+128+1%$711.4K$707.4K-$4.0K2026-10-28
Semus Wealth Partners LLC
DECREASED8,67512,552-3,877-31%$1.0M$704.1K-$335.7K2026-10-22
BigSur Wealth Management LLC
DECREASED8,65515,365-6,710-44%$1.3M$702.4K-$570.4K2026-10-13
LifeSteps Financial, Inc.
INCREASED8,6411,514+7,127+471%$125.4K$701.3K+$575.9K2026-10-15
Williams & Novak Wealth Management, LLC
DECREASED8,6199,912-1,293-13%$821.1K$699.5K-$121.6K2026-10-09
Melfa Wealth Management, Inc.
INCREASED8,5398,020+519+6%$664.4K$695.0K+$30.6K2026-11-06
South Shore Capital Advisors
INCREASED8,5258,296+229+3%$687.2K$691.9K+$4.7K2026-10-20
LJI Wealth Management, LLC
DECREASED8,46414,634-6,170-42%$1.2M$686.9K-$525.4K2026-10-28
Citizens National Bank Trust Department
UNCHANGED8,4288,42800%$698.2K$684.0K-$14.2K2026-11-04
Balboa Wealth Partners
INCREASED8,4277,499+928+12%$621.2K$684.0K+$62.7K2026-10-20
Schear Investment Advisers, LLC
NEW8,422—+8,422——$683.5K—2026-10-14
Tempo Wealth, LLC
INCREASED8,4227,213+1,209+17%$597.5K$683.5K+$86.0K2026-10-14
Clifford Swan Investment Counsel LLC
NEW8,419—+8,419——$683.3K—2026-11-05
Lantern Wealth Advisors, LLC
DECREASED8,4188,742-324-4%$724.2K$683.2K-$40.9K2026-10-22
Index Fund Advisors, Inc.
DECREASED8,3848,998-614-7%$745.4K$680.4K-$65.0K2026-11-05
Helium Advisors LLC
UNCHANGED8,3128,31200%$688.6K$674.6K-$14.0K2026-10-23
Argonautica Private Wealth Management, Inc
DECREASED8,2858,451-166-2%$700.1K$672.4K-$27.7K2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED8,2748,299-250%$669.2K$671.5K+$2.4K2026-10-09
Breakwater Capital Group
INCREASED8,2368,164+72+1%$676.3K$668.4K-$7.9K2026-10-09
Nicholas Hoffman & Company, Llc.
UNCHANGED8,2248,22400%$681.2K$667.4K-$13.8K2026-10-30
Arkansas Financial Group, Inc.
DECREASED8,2048,280-76-1%$685.9K$665.8K-$20.1K2026-10-26
Clear Harbor Asset Management, LLC
UNCHANGED8,1668,16600%$676.5K$662.8K-$13.7K2026-11-05
Tassel Capital Management, Inc.
DECREASED8,1018,451-350-4%$700.1K$657.5K-$42.6K2026-10-20
Stonekeep Investments, LLC
DECREASED8,0698,074-50%$669$654.9K+$654.2K2026-10-15
Vaquero Private Wealth, LTD
DECREASED8,05414,619-6,565-45%$1.2M$653.7K-$557.4K2026-10-27
Powerhouse Assets LLC
UNCHANGED8,0298,02900%$665.1K$651.6K-$13.5K2026-10-19
Phillips Financial Management, LLC
UNCHANGED7,9827,98200%$661.2K$647.8K-$13.4K2026-10-19
Brown Wealth Management, LLC
DECREASED7,9518,725-774-9%$722.7K$645.3K-$77.4K2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED7,9037,022+881+13%$568.9K$636.2K+$67.3K2026-10-13
CWS Financial Advisors, LLC
UNCHANGED7,8877,88700%$653.3K$640.1K-$13.3K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED7,8007,80000%$646.1K$633.0K-$13.1K2026-11-02
Tower Trust & Investment Co
DECREASED7,7987,918-120-2%$655.9K$632.8K-$23.1K2026-10-28
Uniting Wealth Partners, LLC
NEW7,762—+7,762——$630.0K—2026-11-06
Gladwyn Financial Advisors, Inc.
UNCHANGED7,7217,72100%$639.6K$626.6K-$13.0K2026-10-05
MFG Investments, LLC
NEW7,717—+7,717——$626.3K—2026-10-30
Trust Point Inc.
DECREASED7,6908,484-794-9%$702.8K$624.1K-$78.7K2026-10-27
Chicago Capital, LLC
DECREASED7,6888,035-347-4%$665.6K$624.0K-$41.7K2026-10-13
TritonPoint Partners, LLC
DECREASED7,68341,615-33,932-82%$3.4M$623.6K-$2.8M2026-11-05
Financial Perspectives, Inc
INCREASED7,6807,674+6+0%$635.7K$623.3K-$12.4K2026-11-03
Aries Wealth Management
UNCHANGED7,6737,67300%$635.6K$622.7K-$12.9K2026-10-23
Aspire Private Capital, LLC
DECREASED7,64912,854-5,205-40%$1.1M$620.8K-$444.0K2026-11-05
Confluence Investment Management LLC
NEW7,619—+7,619——$618.4K—2026-10-01
Rockwood Wealth Management, LLC
INCREASED7,6175,972+1,645+28%$494.7K$618.2K+$123.5K2026-10-27
Sage Mountain Advisors LLC
UNCHANGED7,6027,60200%$629.8K$617.0K-$12.8K2026-11-02
Wesbanco Bank Inc
DECREASED7,5959,232-1,637-18%$764.8K$616.4K-$148.4K2026-11-04
Peterson Wealth Advisors, LLC
DECREASED7,5558,243-688-8%$682.9K$613.2K-$69.7K2026-10-08
WP Advisors, LLC
NEW7,514—+7,514——$609.9K—2026-10-22
Tounjian Advisory Partners, LLC
DECREASED7,5078,252-745-9%$683.6K$609.3K-$74.3K2026-11-04
Realta Investment Advisors
UNCHANGED7,5027,50200%$621.5K$608.9K-$12.6K2026-10-14
Leo Wealth, LLC
NEW7,500—+7,500——$608.7K—2026-10-26
Biltmore Family Office, LLC
DECREASED7,4937,879-386-5%$652.7K$608.1K-$44.6K2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED7,4527,265+187+3%$601.8K$604.8K+$3.0K2026-10-23
Smith Thornton Advisors LLC
UNCHANGED7,4347,43400%$583.5K$603.3K+$19.8K2026-10-16
Revolve Wealth Partners, LLC
INCREASED7,4087,372+36+0%$610.7K$601.3K-$9.5K2026-10-23
Reflection Asset Management
UNCHANGED7,4037,40300%$613.2K$600.8K-$12.4K2026-10-28
Great Diamond Partners, LLC
INCREASED7,3865,754+1,632+28%$476.7K$599.4K+$122.8K2026-10-13
Centennial Advisors, LLC
INCREASED7,3727,145+227+3%$591.9K$598.3K+$6.4K2026-10-21
LS Investment Advisors, LLC
UNCHANGED7,3657,36500%$610.1K$597.7K-$12.4K2026-10-13
Northside Capital Management, LLC
UNCHANGED7,3647,36400%$610.1K$597.7K-$12.4K2026-10-13
LWM Advisors Inc
INCREASED7,3547,184+170+2%$595.1K$596.9K+$1.7K2026-10-08
Onyx Bridge Wealth Group LLC
DECREASED7,3517,535-184-2%$624.2K$596.6K-$27.6K2026-10-16
Financial Partners Group, Inc
INCREASED7,3296,423+906+14%$532.1K$594.9K+$62.7K2026-10-19
Voisard Asset Management Group, Inc.
INCREASED7,3266,976+350+5%$577.9K$594.6K+$16.7K2026-10-13
Certified Advisory Corp
INCREASED7,3217,096+225+3%$587.8K$594.2K+$6.3K2026-10-29
Three Bridge Wealth Advisors, LLC
DECREASED7,1687,200-320%$596.4K$581.8K-$14.7K2026-11-05
PKS Advisory Services, LLC
UNCHANGED7,1657,16500%$593.6K$593.6K$02026-10-26
Sima Wealth Partners, LLC
DECREASED7,1577,238-81-1%$599.6K$580.9K-$18.7K2026-10-19
Washington Trust Advisors, Inc.
DECREASED7,1537,452-299-4%$617.3K$580.5K-$36.8K2026-10-22
Axos Invest Inc.
DECREASED7,1197,484-365-5%$620.0K$577.7K-$42.3K2026-10-21
Retirement Planning Group, LLC
INCREASED7,0866,574+512+8%$544.6K$575.1K+$30.5K2026-10-19
3Chopt Investment Partners, LLC
INCREASED7,0777,024+53+1%$581.9K$574.4K-$7.5K2026-10-30
Capital Planning LLC
INCREASED7,0713,145+3,926+125%$260.5K$573.9K+$313.4K2026-10-09
Cornell Pochily Investment Advisors, Inc.
INCREASED7,0646,904+160+2%$571.9K$573.3K+$1.4K2026-10-19
Live Oak Private Wealth LLC
DECREASED7,0647,100-36-1%$588.2K$573.3K-$14.9K2026-11-02
Courage Miller Partners, LLC
INCREASED7,0627,061+1+0%$584.9K$573.2K-$11.8K2026-10-21
Traynor Capital Management, Inc.
DECREASED7,0588,356-1,298-16%$692.2K$572.9K-$119.4K2026-10-29
Blue Capital, Inc.
DECREASED7,0397,108-69-1%$588.8K$571.2K-$17.6K2026-10-13
Schwallier Wealth Management LLC
DECREASED7,0027,085-83-1%$586.9K$568.3K-$18.6K2026-11-05
Copper Harbor Investment Advisors, LLC
INCREASED6,9726,907+65+1%$572.1K$565.8K-$6.3K2026-10-16
MBA Advisors LLC
DECREASED6,9347,249-315-4%$600.5K$562.8K-$37.7K2026-10-29
AlphaStar Capital Management, LLC
INCREASED6,8755,671+1,204+21%$469.8K$558.0K+$88.2K2026-10-16
Accredited Investor Services, LLC
DECREASED6,8727,148-276-4%$592.1K$557.7K-$34.4K2026-10-22
Goelzer Investment Management, Inc.
DECREASED6,87010,313-3,443-33%$854.3K$557.6K-$296.8K2026-10-16
Focused Wealth Management, Inc
DECREASED6,8346,930-96-1%$574.1K$554.7K-$19.4K2026-10-30
Carmel Capital Partners, LLC
NEW6,819—+6,819——$553.4K—2026-11-03
Johnson Financial Group, LLC
DECREASED6,8189,531-2,713-28%$789.6K$553.4K-$236.2K2026-11-03
Milestone Asset Management Group, LLC
DECREASED6,7666,869-103-1%$569.0K$549.2K-$19.9K2026-10-20
Livet Wealth, LLC
DECREASED6,7556,809-54-1%$564.1K$548.2K-$15.8K2026-10-27
Tactive Advisors, LLC
INCREASED6,7545,886+868+15%$487.6K$548.1K+$60.6K2026-10-08
City Holding Co
DECREASED6,7407,830-1,090-14%$648.6K$547.0K-$101.7K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED6,68610,183-3,497-34%$843.6K$542.6K-$300.9K2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED6,6836,234+449+7%$516.4K$542.4K+$26.0K2026-10-26
Twelve Points Wealth Management LLC
DECREASED6,6787,420-742-10%$614.7K$495.8K-$118.8K2026-11-03
New England Private Wealth Advisors LLC
INCREASED6,6766,432+244+4%$495.6K$541.8K+$46.2K2026-10-19
Fort Washington Investment Advisors Inc
DECREASED6,6737,196-523-7%$596.1K$541.6K-$54.5K2026-10-15
Noesis Capital Mangement Corp
INCREASED6,6496,497+152+2%$538.2K$539.6K+$1.4K2026-10-26
American National Bank & Trust
INCREASED6,6466,467+179+3%$535.7K$539.4K+$3.7K2026-10-07
Beaumont Financial Advisors, LLC
INCREASED6,6376,361+276+4%$526.9K$538.6K+$11.7K2026-10-22
Morton Capital Management LLC
DECREASED6,6296,886-257-4%$570.4K$538.0K-$32.4K2026-10-23
Hixon Zuercher, LLC
UNCHANGED6,6206,62000%$548.4K$537.3K-$11.1K2026-10-13
Seven Post Investment Office LP
UNCHANGED6,6066,60600%$547.2K$536.1K-$11.1K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED6,5836,189+394+6%$512.7K$534.3K+$21.6K2026-10-21
Oppenheimer Asset Management Inc.
INCREASED6,5616,008+553+9%$497.7K$532.5K+$34.8K2026-10-27
True Link Financial Advisors, LLC
INCREASED6,5366,526+10+0%$540.6K$530.5K-$10.2K2026-10-27
Cape Investment Advisory, Inc.
DECREASED6,5197,633-1,114-15%$632.3K$529.1K-$103.2K2026-10-13
Daymark Wealth Partners, LLC
INCREASED6,5056,442+63+1%$533.7K$527.9K-$5.7K2026-11-04
Lifelong Wealth Advisors, Inc.
DECREASED6,5027,479-977-13%$619.6K$527.7K-$91.9K2026-10-19
Penobscot Wealth Management
INCREASED6,4966,266+230+4%$519.1K$527.2K+$8.1K2026-10-21
GSG Advisors LLC
NEW6,457—+6,457——$524.1K—2026-11-03
City State Bank
INCREASED6,4506,402+48+1%$530.3K$523.5K-$6.9K2026-10-20
Penobscot Investment Management Company, Inc.
INCREASED6,3975,107+1,290+25%$423.1K$519.2K+$96.1K2026-10-26
AWM Capital, LLC
DECREASED6,3956,443-48-1%$533.8K$519.0K-$14.7K2026-10-16
Sageworth Trust Co
UNCHANGED6,3856,38500%$528.9K$518.2K-$10.7K2026-10-30
Private Management Group Inc
INCREASED6,3746,329+45+1%$524.3K$517.3K-$7.0K2026-11-04
Professional Financial Advisors, LLC
DECREASED6,33714,055-7,718-55%$1.2M$514.3K-$650.0K2026-10-13
Decker Retirement Planning Inc.
DECREASED6,3277,204-877-12%$596.8K$513.5K-$83.3K2026-10-19
Bell Bank
INCREASED6,3085,266+1,042+20%$436.2K$512.0K+$75.7K2026-10-21
WPG Advisers, LLC
INCREASED6,2796,275+4+0%$519.8K$509.6K-$10.2K2026-10-27
Partners Wealth Management, LLC
NEW6,278—+6,278——$509.5K—2026-10-28
apricus wealth, LLC
INCREASED6,2755,775+500+9%$478.4K$509.3K+$30.9K2026-10-26
MKT Advisors LLC
DECREASED6,2506,929-679-10%$552.9K$503.1K-$49.7K2026-10-20
RCS Financial Planning, LLC
DECREASED6,20510,860-4,655-43%$899.6K$503.6K-$396.0K2026-10-14
Beacon Financial Advisory LLC
DECREASED6,1906,821-631-9%$565.1K$502.4K-$62.7K2026-10-16
Compass Ion Advisors, LLC
INCREASED6,1805,792+388+7%$479.8K$501.6K+$21.8K2026-10-23
Kennebec Savings Bank
UNCHANGED6,1596,15900%$510.2K$499.9K-$10.3K2026-10-22
Tempus Wealth Planning, LLC
DECREASED6,1296,684-555-8%$553.7K$497.4K-$56.3K2026-10-14
SilverOak Wealth Management LLC
INCREASED6,1265,588+538+10%$462.9K$497.2K+$34.3K2026-10-29
Legacy Capital Wealth Partners, LLC
UNCHANGED6,0996,09900%$505.2K$495.0K-$10.2K2026-10-21
KFG LLC
NEW6,024—+6,024——$488.9K—2026-11-02
Lexington Hill Partners, LLC
DECREASED6,0106,088-78-1%$504.3K$487.8K-$16.6K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
DECREASED5,9946,054-60-1%$501.5K$486.5K-$15.0K2026-10-26
Mitchell Capital Management Co
INCREASED5,9905,934+56+1%$491.6K$486.1K-$5.4K2026-10-29
Atlatl Advisers LLC
DECREASED5,9487,883-1,935-25%$653.0K$482.7K-$170.3K2026-10-22
Gibbs Wealth Management
INCREASED5,9395,675+264+5%$470.1K$482.0K+$11.9K2026-10-22
Synergy Asset Management, LLC
DECREASED5,9326,129-197-3%$507.7K$481.4K-$26.3K2026-11-05
Tennessee Valley Asset Management Partners
INCREASED5,8914,885+1,006+21%$404.7K$478.1K+$73.4K2026-11-03
Advisortrust Partners, LLC
DECREASED5,8806,016-136-2%$498.4K$477.2K-$21.1K2026-11-02
Philadelphia Trust Co
DECREASED5,8429,888-4,046-41%$819.0K$474.0K-$345.0K2026-11-05
Lazard Freres Gestion S.A.S.
INCREASED5,8405,660+180+3%$468.0K$473.0K+$5.0K2026-11-03
EdgeRock Capital LLC
INCREASED5,8154,729+1,086+23%$391.7K$472.0K+$80.2K2026-11-03
Financial Life Advisors
UNCHANGED5,7995,79900%$480.4K$470.6K-$9.7K2026-10-14
Hanson & Doremus Investment Management
DECREASED5,7855,882-97-2%$487.0K$470-$486.5K2026-10-16
Imc-Chicago, LLC
INCREASED5,7825,778+4+0%$478.7K$469.3K-$9.4K2026-11-05
Maryland Capital Advisors Inc.
DECREASED5,7695,952-183-3%$493.1K$468.2K-$24.9K2026-10-15
Integrity Investment Advisors, LLC
UNCHANGED5,7345,73400%$475.0K$465.4K-$9.6K2026-11-03
CrossGen Wealth, LLC
INCREASED5,6874,515+1,172+26%$374.0K$461.5K+$87.5K2026-10-30
Spectrum Advisors, Inc.
DECREASED5,6865,863-177-3%$485.7K$461.5K-$24.2K2026-11-03
Odyssey Capital Advisors, Inc.
INCREASED5,6615,073+588+12%$420.3K$459.5K+$39.2K2026-10-26
Covenant Asset Management, LLC
NEW5,657—+5,657——$459.1K—2026-10-14
SYM Financial Corp
DECREASED5,6515,875-224-4%$486.7K$458.6K-$28.1K2026-10-26
Outbound Financial Inc
UNCHANGED5,6275,62700%$466.1K$456.7K-$9.5K2026-10-13
Washington Trust Bank
DECREASED5,6125,660-48-1%$468.9K$455.5K-$13.4K2026-11-03
Patten & Patten Inc
DECREASED5,5966,646-1,050-16%$550.6K$454.2K-$96.4K2026-10-26
Legacy Wealth Asset Management, LLC
UNCHANGED5,5695,56900%$461.3K$452.0K-$9.4K2026-10-09
Augustine Asset Management Inc
DECREASED5,5575,592-35-1%$463.2K$451.0K-$12.2K2026-10-13
TCV Trust & Wealth Management, Inc.
INCREASED5,5525,420+132+2%$449.0K$450.6K+$1.6K2026-10-16
Midwest Financial Partners Investments, Inc.
UNCHANGED5,5155,51500%$456.9K$447.6K-$9.3K2026-10-08
Entrewealth, LLC
DECREASED5,5126,081-569-9%$482.4K$447.3K-$35.1K2026-10-14
Formidable Asset Management, LLC
DECREASED5,4645,465-10%$381.2K$452.6K+$71.5K2026-11-03
Jeter Robert S II
INCREASED5,4444,359+1,085+25%$354.5K$436.7K+$82.2K2026-10-16
Beacon Financial Planning, Inc
INCREASED5,4162,720+2,696+99%$225.3K$439.6K+$214.2K2026-11-04
One Way Holdings LLC
INCREASED5,3914,655+736+16%$385.6K$437.5K+$51.9K2026-10-29
Carter Financial Group, Inc.
DECREASED5,3665,418-52-1%$448.8K$435.5K-$13.3K2026-10-21
Hudson Capital Management LLC
DECREASED5,3195,576-257-5%$461.9K$431.7K-$30.2K2026-10-20
Petros Family Wealth, LLC
DECREASED5,2766,802-1,526-22%$563.5K$428.2K-$135.3K2026-10-28
RAM Investment Partners, LLC
INCREASED5,2674,234+1,033+24%$350.7K$427.5K+$76.7K2026-10-21
KDK Private Wealth Management, LLC
DECREASED5,2625,280-180%$437.3K$427.0K-$10.3K2026-11-03
Meredith Wealth Planning
INCREASED5,2565,132+124+2%$425.1K$426.6K+$1.4K2026-10-14
AAF Wealth Management, LLC
DECREASED5,2375,465-228-4%$452.7K$425.0K-$27.7K2026-10-28
Warren Street Wealth Advisors, LLC
INCREASED5,2285,036+192+4%$417.2K$424.3K+$7.1K2026-11-04
Capital Wealth Management, LLC
DECREASED5,2215,318-97-2%$440.6K$423.8K-$16.8K2026-10-27
Foster Victor Wealth Advisors, LLC
NEW5,211—+5,211——$403.0K—2026-10-21
Winter & Associates, Inc.
INCREASED5,1314,901+230+5%$406.0K$397.0K-$9.0K2026-10-23
Country Trust Bank
INCREASED5,1174,405+712+16%$364.9K$415.3K+$50.4K2026-10-30
Brady Family Wealth, LLC
INCREASED5,0935,073+20+0%$420.2K$413.3K-$6.9K2026-11-02
First County Bank
INCREASED5,0704,918+152+3%$407.4K$411.5K+$4.1K2026-10-13
Gaddis Premier Wealth Advisors LLC
UNCHANGED5,0595,05900%$419.1K$410.6K-$8.5K2026-10-29
Joel Isaacson & Co., LLC
DECREASED5,0465,100-54-1%$422.5K$409.5K-$13.0K2026-11-05
Atlas Brown,Inc.
DECREASED5,0325,175-143-3%$428.7K$408.4K-$20.3K2026-10-09
Silver Grove Financial Group, Inc.
DECREASED5,0245,251-227-4%$435.0K$407.7K-$27.2K2026-11-05
Northbridge Financial Group, LLC
DECREASED5,0236,116-1,093-18%$506.6K$417.1K-$89.5K2026-11-05
Bluedoor Private Wealth, LLC
INCREASED5,0215,007+14+0%$414.8K$407.5K-$7.3K2026-11-05
Uptick Partners, LLC
INCREASED5,0104,570+440+10%$378.5K$406.6K+$28.0K2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED4,9954,819+176+4%$399.2K$405.4K+$6.2K2026-10-22
Aviso Wealth Management
DECREASED4,9935,302-309-6%$439.2K$405.2K-$34.0K2026-11-04
Spinnaker Investment Group, LLC
DECREASED4,9787,144-2,166-30%$591.8K$404.1K-$187.7K2026-10-13
Clarity Wealth Advisors, LLC
DECREASED4,9725,448-476-9%$451.3K$403.6K-$47.8K2026-10-21
Cynosure Group, LLC
DECREASED4,9594,960-10%$410.9K$402.5K-$8.3K2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED4,9284,92800%$408.2K$400.0K-$8.3K2026-10-13
Corrado Advisors, LLC
DECREASED4,9155,471-556-10%$453.2K$398.9K-$54.3K2026-10-27
Stage Harbor Financial, LLC
UNCHANGED4,9154,91500%$407.2K$398.9K-$8.3K2026-11-03
Huntleigh Advisors, Inc.
DECREASED4,8735,014-141-3%$415.4K$395.5K-$19.9K2026-11-03
Kagan Cocozza Asset Management
DECREASED4,8564,864-80%$402.9K$394.1K-$8.8K2026-10-19
White Lighthouse Investment Management Inc.
INCREASED4,8314,663+168+4%$386.3K$392.1K+$5.8K2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED4,7866,011-1,225-20%$497.9K$388.4K-$109.5K2026-10-14
Adelphi Trust Co
INCREASED4,7793,956+823+21%$327.7K$387.9K+$60.1K2026-10-05
Guidance Capital, Inc
DECREASED4,764228,858-224,094-98%$17.9M$354.4K-$17.5M2026-11-03
Fiscal Wisdom Wealth Management, LLC
DECREASED4,7437,483-2,740-37%$619.9K$384.9K-$235.0K2026-10-16
Forte Asset Management LLC
UNCHANGED4,6884,68800%$388.4K$380.5K-$7.9K2026-10-13
Noble Wealth Management PBC
DECREASED4,6825,132-450-9%$425.1K$380.0K-$45.1K2026-10-01
Pinnacle Wealth Planning Services, Inc.
DECREASED4,6804,686-60%$388.2K$379.8K-$8.4K2026-10-27
Detalus Advisors, LLC
DECREASED4,6784,689-110%$388.4K$379.7K-$8.8K2026-10-15
True North Advisors, LLC
NEW4,672—+4,672——$379.2K—2026-10-22
Fortune Financial Group, Inc.
DECREASED4,6435,398-755-14%$447.2K$376.8K-$70.3K2026-10-22
Harrington Investments, Inc
UNCHANGED4,6324,63200%$383.7K$375.9K-$7.8K2026-10-14
Gemmer Asset Management LLC
DECREASED4,6315,009-378-8%$414.9K$375.9K-$39.1K2026-10-16
Creative Financial Designs Inc
INCREASED4,6164,370+246+6%$362.0K$374.7K+$12.7K2026-11-04
Bayban
UNCHANGED4,5934,59300%$380.5K$380.5K$02026-11-05
Uptown Financial Advisors LLC
UNCHANGED4,5924,59200%$380.4K$372.7K-$7.7K2026-10-15
SBI Securities Co., Ltd.
INCREASED4,5822,627+1,955+74%$217.6K$371.9K+$154.3K2026-10-22
Bouvel Investment Partners, LLC
UNCHANGED4,5724,57200%$378.7K$371.1K-$7.7K2026-10-13
M.E. Allison & Co., Inc.
UNCHANGED4,5714,57100%$378.6K$371.0K-$7.7K2026-10-09
180 Wealth Advisors, LLC
DECREASED4,5424,825-283-6%$399.7K$368.6K-$31.1K2026-11-03
SLT Holdings LLC
NEW4,510—+4,510——$366.0K—2026-10-15
Fulcrum Capital LLC
DECREASED4,4505,480-1,030-19%$454.0K$361.2K-$92.8K2026-10-15
Arlington Financial Advisors, LLC
INCREASED4,4374,218+219+5%$349.4K$360.1K+$10.7K2026-10-19
Impact Capital Partners LLC
DECREASED4,3894,399-100%$364.4K$356.2K-$8.2K2026-10-22
Clearwave Capital, LLC
DECREASED4,3834,420-37-1%$366.2K$355.7K-$10.4K2026-10-27
Abel Hall, LLC
INCREASED4,3554,331+24+1%$358.8K$353.5K-$5.3K2026-10-19
Old Port Advisors
DECREASED4,3494,386-37-1%$363.3K$353.0K-$10.4K2026-10-23
Quantify Chaos Advisors, LLC
UNCHANGED4,3414,34100%$359.6K$352.3K-$7.3K2026-11-04
Dynamic Financial Group
INCREASED4,3354,272+63+1%$353.9K$351.8K-$2.1K2026-10-28
Inscription Capital, LLC
DECREASED4,3226,104-1,782-29%$505.6K$350.8K-$154.8K2026-11-02
Downshift Financial, LLC
DECREASED4,3214,779-458-10%$395.9K$350.7K-$45.2K2026-10-13
Highland Financial Advisors, LLC
INCREASED4,3123,730+582+16%$309.0K$350.0K+$41.0K2026-10-19
Harmony Asset Management LLC
INCREASED4,3023,838+464+12%$317.9K$349.2K+$31.2K2026-10-20
Piscataqua Savings Bank
DECREASED4,2934,549-256-6%$376.8K$348.4K-$28.5K2026-10-21
Wrenne Financial Planning LLC
UNCHANGED4,2894,28900%$355.3K$348.1K-$7.2K2026-10-30
USA Financial Formulas
NEW4,279—+4,279——$347.3K—2026-10-16
Carnegie Investment Counsel
INCREASED4,2654,238+27+1%$351.1K$346.1K-$4.9K2026-10-20
Elevated Capital Advisors, LLC
INCREASED4,250700+3,550+507%$58.0K$345.0K+$286.9K2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED4,2343,634+600+17%$301.0K$343.6K+$42.6K2026-11-02
My Personal CFO, LLC
UNCHANGED4,2334,23300%$350.7K$343.5K-$7.1K2026-10-14
Prism Planning Partners LLC
DECREASED4,2264,252-26-1%$352.2K$343.0K-$9.3K2026-10-27
CRA Financial Services, LLC
INCREASED4,2123,922+290+7%$324.9K$341.8K+$16.9K2026-10-16
Keenan, LLC
DECREASED4,2055,704-1,499-26%$472.5K$341.3K-$131.2K2026-10-23
Burney Co/
INCREASED4,1693,479+690+20%$288.2K$338.4K+$50.2K2026-10-15
RHS Financial, LLC
DECREASED4,1654,706-541-11%$389.8K$338.0K-$51.8K2026-10-13
Factor Wealth Management LTD
UNCHANGED4,1654,16500%$345.0K$338.0K-$7.0K2026-10-08
Guyasuta Investment Advisors Inc
UNCHANGED4,1404,14000%$343.0K$336.0K-$7.0K2026-10-15
TCI Wealth Advisors, Inc.
NEW4,133—+4,133——$335.4K—2026-10-30
King Luther Capital Management Corp
UNCHANGED4,0984,09800%$339.5K$332.6K-$6.9K2026-11-05
Beacon Financial Group
DECREASED4,0954,103-80%$339.9K$332.4K-$7.5K2026-10-19
Epiq Partners, LLC
INCREASED4,0842,829+1,255+44%$234.4K$331.4K+$97.0K2026-10-07
Nixon Peabody Trust Co
INCREASED4,0802,848+1,232+43%$235.9K$331.1K+$95.2K2026-10-23
Denver PWM, LLC
UNCHANGED4,0604,06000%$329.7K$329.5K-$1232026-10-22
Destiny Wealth Partners, LLC
INCREASED4,0533,975+78+2%$308.5K$301.4K-$7.0K2026-11-05
Prairiewood Capital, LLC
UNCHANGED4,0514,05100%$335.6K$328.8K-$6.8K2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED4,0364,03600%$334.3K$327.6K-$6.8K2026-10-19
Segment Wealth Management, LLC
INCREASED4,0272,480+1,547+62%$205.4K$326.8K+$121.4K2026-10-26
waypoint wealth counsel
INCREASED4,0273,065+962+31%$253.9K$326.8K+$72.9K2026-10-22
Stirlingshire Investments, Inc.
DECREASED4,0105,543-1,533-28%$459.1K$325.4K-$133.7K2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED4,0044,017-130%$332.8K$325.0K-$7.8K2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED3,9993,99900%$331.4K$324.6K-$6.7K2026-11-04
Trust Co of Toledo NA
INCREASED3,9963,484+512+15%$288.6K$324.3K+$35.7K2026-10-16
Matrix Asset Advisors Inc
UNCHANGED3,9883,98800%$330.4K$323.7K-$6.7K2026-10-13
Postrock Partners LLC
UNCHANGED3,9883,98800%$330.4K$323.7K-$6.7K2026-11-02
Lockerman Financial Group, Inc.
DECREASED3,9866,516-2,530-39%$539.8K$323.5K-$216.3K2026-10-19
Integris Wealth Management, LLC
UNCHANGED3,9823,98200%$329.9K$323.2K-$6.7K2026-10-14
Ti-Trust, Inc
UNCHANGED3,9743,97400%$329.2K$322.5K-$6.7K2026-10-21
IVC Wealth Advisors LLC
DECREASED3,9153,942-27-1%$326.6K$317.8K-$8.8K2026-10-23
Forum Financial Management, LP
INCREASED3,9063,142+764+24%$260.3K$317.0K+$56.7K2026-10-16
Diversified Management Inc
INCREASED3,8993,689+210+6%$305.6K$316.4K+$10.8K2026-10-08
Avion Wealth
DECREASED3,8863,924-38-1%$325.0K$315.0K-$10.0K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED3,8683,602+266+7%$298.4K$314.0K+$15.6K2026-10-19
AM Investment Strategies LLC
UNCHANGED3,8563,85600%$319$313.0K+$312.7K2026-11-05
Instrumental Wealth, LLC
INCREASED3,8553,641+214+6%$301.6K$312.9K+$11.2K2026-10-20
Great Point Wealth Advisors, LLC
DECREASED3,8533,964-111-3%$328.4K$312.7K-$15.7K2026-10-15
Level Wealth Management LLC
NEW3,828—+3,828——$310.7K—2026-10-23
Horizons Wealth Management
NEW3,826—+3,826——$310.5K—2026-10-05
Register Financial Advisors LLC
INCREASED3,8173,775+42+1%$312.7K$309.8K-$2.9K2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED3,7765,018-1,242-25%$415.7K$306.4K-$109.3K2026-10-21
Magnolia Capital Management LTD
UNCHANGED3,7753,77500%$313$306-$72026-10-09
Quad-Cities Investment Group, LLC
INCREASED3,7713,704+67+2%$306.9K$306.1K-$7862026-10-16
AMI Investment Management Inc
NEW3,710—+3,710——$301.1K—2026-10-27
Cordoba Advisory Partners LLC
UNCHANGED3,6963,69600%$306.2K$300.0K-$6.2K2026-10-19
Hobbs Wealth Management, LLC
DECREASED3,6853,778-93-2%$313.0K$299.1K-$13.9K2026-10-20
Abacus Wealth Partners, LLC
INCREASED3,6743,093+581+19%$256.2K$298.2K+$42.0K2026-11-03
Fairvoy Private Wealth, LLC
DECREASED3,6685,836-2,168-37%$483.5K$297.7K-$185.8K2026-10-19
Anchyra Partners LLC
DECREASED3,6543,835-181-5%$317.7K$296.6K-$21.1K2026-10-13
LongView Wealth Management
DECREASED3,6525,908-2,256-38%$489.4K$296.4K-$193.0K2026-10-19
River Street Advisors LLC
DECREASED3,6353,690-55-1%$305.7K$295.0K-$10.7K2026-10-22
Miramontes Capital, LLC
DECREASED3,6213,637-160%$301.3K$293.9K-$7.4K2026-10-19
Gimbal Financial
UNCHANGED3,5903,59000%$297.4K$291.4K-$6.0K2026-10-19
Burford Brothers, Inc.
DECREASED3,5794,401-822-19%$364.6K$290.5K-$74.1K2026-10-21
Fortem Financial Group, LLC
NEW3,576—+3,576——$290.2K—2026-10-20
Clear Wave Wealth Management LLC
DECREASED3,5714,216-645-15%$349.3K$289.8K-$59.4K2026-11-04
Hardin Capital Partners, LLC
UNCHANGED3,5623,56200%$295.4K$289.1K-$6.3K2026-10-09
Delta Wealth Advisors LLC
DECREASED3,5603,932-372-9%$325.7K$288.9K-$36.8K2026-10-09
Advisory Advocates, LLC
INCREASED3,5362,838+698+25%$235.1K$287.0K+$51.8K2026-11-05
Certior Financial Group, LLC
DECREASED3,5333,581-48-1%$296.7K$286.7K-$9.9K2026-10-19
NorthAvenue LLC
DECREASED3,5273,564-37-1%$295.2K$286.2K-$9.0K2026-10-29
Guerra PAN Advisors, LLC
INCREASED3,5222,979+543+18%$246.8K$272.4K+$25.6K2026-10-26
Platform Technology Partners
DECREASED3,5153,725-210-6%$308.5K$285.3K-$23.2K2026-11-02
Valtinson Bruner Financial Planning LLC
NEW3,501—+3,501——$284.1K—2026-11-02
Ethic Inc.
DECREASED3,50119,472-15,971-82%$1.6M$284.2K-$1.3M2026-11-03
San Luis Wealth Advisors LLC
INCREASED3,4872,931+556+19%$242.8K$283.0K+$40.2K2026-10-27
Obsidian CIO, LLC
UNCHANGED3,4813,48100%$288.3K$282.5K-$5.8K2026-11-05
Activest Wealth Management
DECREASED3,4653,529-64-2%$292.3K$281.2K-$11.1K2026-10-15
Strategic Equity Management
DECREASED3,46311,633-8,170-70%$963.7K$281.0K-$682.6K2026-11-04
Cutler Investment Counsel LLC
UNCHANGED3,4563,45600%$286.3K$280.5K-$5.8K2026-10-28
Kooman & Associates
DECREASED3,4493,556-107-3%$294.6K$279.9K-$14.7K2026-10-21
Presilium Private Wealth, LLC
INCREASED3,4443,304+140+4%$273.7K$279.5K+$5.8K2026-10-26
DB&C Advisors, LLC
INCREASED3,4433,432+11+0%$284.3K$279.5K-$4.9K2026-10-26
Edgemoor Investment Advisors, Inc.
DECREASED3,4393,876-437-11%$321.1K$279.1K-$42.0K2026-11-03
Capital Advantage, Inc.
INCREASED3,4342,832+602+21%$234.6K$278.7K+$44.1K2026-10-14
Pacific Excel Wealth Advisors, Inc.
DECREASED3,42223,484-20,062-85%$1.9M$277.3K-$1.7M2026-10-27
Echo45 Advisors LLC
NEW3,398—+3,398——$275.8K—2026-10-07
Objective Capital Management, LLC
UNCHANGED3,3783,37800%$279.8K$274.2K-$5.7K2026-10-13
Capital Squared Financial LLC
NEW3,374—+3,374——$273.8K—2026-10-30
Cadent Capital Advisors, LLC
DECREASED3,3673,388-21-1%$280.6K$273.3K-$7.3K2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED3,3603,093+267+9%$256.2K$272.7K+$16.5K2026-10-13
Flagship Private Wealth, LLC
DECREASED3,3423,732-390-10%$309.2K$271.2K-$37.9K2026-11-05
Prosperity Planning, Inc.
DECREASED3,3233,904-581-15%$323.4K$269.7K-$53.7K2026-10-09
55 North Private Wealth, LLC
INCREASED3,3042,884+420+15%$238.9K$268.1K+$29.2K2026-10-20
Lazari Capital Management, Inc.
UNCHANGED3,2973,29700%$273.1K$267.6K-$5.5K2026-10-20
ShoreHaven Wealth Partners, LLC
UNCHANGED3,2763,27600%$271.4K$265.9K-$5.5K2026-10-16
Madson Wealth Advisors Inc
DECREASED3,2667,016-3,750-53%$581.2K$265.0K-$316.1K2026-10-13
GEM Asset Management, LLC
UNCHANGED3,2623,26200%$270.2K$264.7K-$5.5K2026-10-13
Rockland Trust Co
NEW3,260—+3,260——$264.6K—2026-10-05
Farmers & Merchants Trust Co of Long Beach
UNCHANGED3,2523,25200%$269.4K$263.9K-$5.5K2026-10-22
Cora Capital Advisors LLC
DECREASED3,2403,291-51-2%$272.6K$263.0K-$9.7K2026-11-02
Allegheny Financial Group
DECREASED3,2373,738-501-13%$309.7K$262.7K-$46.9K2026-11-05
WealthBridge Capital Management, LLC
NEW3,235—+3,235——$262.6K—2026-10-16
Brian LOW Financial Group, LLC
DECREASED3,2353,269-34-1%$270.8K$262.6K-$8.2K2026-10-28
Peddock Capital Advisors, LLC
NEW3,229—+3,229——$262.1K—2026-10-16
Adamsbrown Wealth Consultants LLC
NEW3,222—+3,222——$261.5K—2026-10-20
MontVue Capital Management, Inc.
DECREASED3,2113,286-75-2%$272.2K$260.6K-$11.6K2026-10-19
ETF Store, Inc.
UNCHANGED3,2003,20000%$265.1K$259.7K-$5.4K2026-10-19
Investmark Advisory Group LLC
NEW3,198—+3,198——$259.6K—2026-10-27
CPA Asset Management Group, LLC
DECREASED3,1883,191-30%$264.3K$258.7K-$5.6K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3,18611,993-8,807-73%$993.5K$258.6K-$734.9K2026-10-14
Trust Co
INCREASED3,1773,110+67+2%$257.6K$257.9K+$2512026-10-09
Valpey Financial Services, LLC
UNCHANGED3,1583,15800%$261.6K$256.3K-$5.3K2026-10-30
Bensler, LLC
INCREASED3,1512,919+232+8%$241.8K$255.8K+$13.9K2026-11-05
Equitable Trust Co
UNCHANGED3,1423,14200%$260.3K$255.0K-$5.3K2026-10-13
Global Financial Private Client, LLC
DECREASED3,1404,017-877-22%$332.8K$254.8K-$77.9K2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED3,1183,11800%$258.0K$253.0K-$5.0K2026-11-05
Merited Wealth, LLC
DECREASED3,1083,223-115-4%$267.0K$252.2K-$14.7K2026-10-13
Plan A Wealth LLC
UNCHANGED3,1083,10800%$257.5K$252.2K-$5.2K2026-10-08
Obermeyer Wealth Partners
UNCHANGED3,0973,09700%$256.6K$251.4K-$5.2K2026-10-21
Mainsail Asset Management, LLC
NEW3,077—+3,077——$255.5K—2026-10-14
Austin Asset Management Co Inc
DECREASED3,0764,331-1,255-29%$358.8K$249.6K-$109.1K2026-10-29
Bokf, NA
DECREASED3,0723,414-342-10%$282.8K$249.3K-$33.5K2026-10-27
Annex Advisory Services, LLC
NEW3,059—+3,059——$248.3K—2026-10-16
Sutton Place Investors LLC
NEW3,034—+3,034——$246.2K—2026-10-20
Sheets Smith Wealth Management
INCREASED3,0323,021+11+0%$250.3K$246.1K-$4.2K2026-10-16
Grandfield & Dodd, LLC
UNCHANGED3,0323,03200%$251.2K$246.1K-$5.1K2026-10-29
Barings LLC
NEW3,000—+3,000——$245.7K—2026-10-22
Traphagen Investment Advisors LLC
INCREASED2,9902,625+365+14%$217.4K$242.6K+$25.2K2026-10-14
Cordatus Wealth Management LLC
UNCHANGED2,9902,99000%$247.7K$242.7K-$5.0K2026-10-19
Town Capital LLC
DECREASED2,9863,349-363-11%$277.4K$242.3K-$35.1K2026-11-03
Clark Financial Services Group Inc
UNCHANGED2,9772,97700%$246.6K$241.6K-$5.0K2026-10-19
Successful Portfolios LLC
INCREASED2,9642,774+190+7%$225.3K$247.7K+$22.4K2026-10-09
Investment Partners, Ltd.
NEW2,962—+2,962——$240.4K—2026-10-29
Yoder Wealth Management, Inc.
UNCHANGED2,9452,94500%$244.0K$239.0K-$4.9K2026-10-13
Mandatum Life Insurance Co Ltd
UNCHANGED2,9302,93000%$242.7K$237.8K-$4.9K2026-11-06
Embree Financial Group
INCREASED2,9192,580+339+13%$213.8K$236.9K+$23.2K2026-10-22
Acorn Financial Advisory Services Inc
DECREASED2,9183,155-237-8%$261.3K$236.9K-$24.5K2026-11-02
Grey Fox Wealth Advisors, LLC
NEW2,894—+2,894——$234.9K—2026-11-03
Cardinal Point Capital Management ULC
INCREASED2,8852,653+232+9%$219.8K$234.1K+$14.4K2026-10-21
Trellis Wealth Advisors LLC
UNCHANGED2,8752,87500%$238.2K$233.3K-$4.8K2026-10-19
Boyum Wealth Architects LLC
UNCHANGED2,8602,86000%$224.5K$235.6K+$11.1K2026-10-06
Gradient Investments LLC
NEW2,838—+2,838——$230.3K—2026-10-08
Foundry Financial LLC
NEW2,837—+2,837——$230.2K—2026-10-16
Farmers & Merchants Investments Inc
INCREASED2,8272,584+243+9%$214.1K$229.4K+$15.4K2026-10-22
Hunter Associates Investment Management LLC
UNCHANGED2,8152,81500%$234.0K$229-$233.8K2026-10-26
Stolper Co
UNCHANGED2,7982,79800%$232$227-$52026-10-13
Caldwell Trust Co
INCREASED2,7861,851+935+51%$153.3K$226.1K+$72.8K2026-10-30
Union Savings Bank
INCREASED2,785849+1,936+228%$70.3K$226.0K+$155.7K2026-10-14
Marino, Stram & Associates LLC
INCREASED2,7832,502+281+11%$207.3K$225.9K+$18.6K2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED2,7642,782-18-1%$230.5K$224.3K-$6.1K2026-10-27
Holos Integrated Wealth LLC
INCREASED2,7602,566+194+8%$204.7K$213.4K+$8.7K2026-10-23
Plan Group Financial, LLC
DECREASED2,7563,285-529-16%$272.1K$213.3K-$58.8K2026-10-22
Ballast, Inc.
NEW2,754—+2,754——$223.5K—2026-10-20
Tctc Holdings, LLC
INCREASED2,7492,529+220+9%$209.5K$223.1K+$13.6K2026-11-02
Cooper S Advisors, LLC
UNCHANGED2,7492,74900%$227.8K$223.1K-$4.6K2026-11-03
Accel Wealth Management
NEW2,745—+2,745——$222.8K—2026-10-13
Barrett & Company, Inc.
UNCHANGED2,7272,72700%$225.9K$221.3K-$4.6K2026-10-22
Spectrum Strategic Capital Management, LLC
DECREASED2,7193,514-795-23%$291.1K$220.7K-$70.5K2026-10-22
Pacifica Partners Inc.
DECREASED2,7173,883-1,166-30%$310.0K$220.7K-$89.3K2026-10-09
Strid Group, LLC
DECREASED2,7103,018-308-10%$250.0K$219.9K-$30.1K2026-10-28
HT Partners LLC
UNCHANGED2,7032,70300%$223.9K$219.4K-$4.5K2026-10-20
Summit Financial Strategies, Inc.
DECREASED2,7022,722-20-1%$225.5K$219.3K-$6.1K2026-10-14
BOS Asset Management, LLC
UNCHANGED2,7012,70100%$223.8K$219.2K-$4.5K2026-10-09
Northeast Investment Management
UNCHANGED2,7002,70000%$223.7K$219.1K-$4.5K2026-10-30
Berkshire Money Management, Inc.
NEW2,677—+2,677——$217.3K—2026-10-21
Welch & Forbes LLC
NEW2,676—+2,676——$217.2K—2026-11-04
ETF Portfolio Partners, Inc.
UNCHANGED2,6482,64800%$219.4K$214.9K-$4.4K2026-10-22
RPG Investment Advisory, LLC
INCREASED2,6452,630+15+1%$217.9K$214.7K-$3.2K2026-10-21
Paragon Capital Management Ltd
UNCHANGED2,6382,63800%$218.5K$214.1K-$4.4K2026-10-09
Proathlete Wealth Management LLC
UNCHANGED2,6362,63600%$218.4K$214.0K-$4.4K2026-10-15
Exchange Bank
NEW2,635—+2,635——$213.9K—2026-10-07
Thompson Davis & Co., Inc.
UNCHANGED2,6272,62700%$217.6K$213.2K-$4.4K2026-11-05
Oarsman Capital, Inc.
NEW2,625—+2,625——$213.0K—2026-11-05
SeaBridge Investment Advisors LLC
UNCHANGED2,6102,61000%$216.2K$211.8K-$4.4K2026-11-02
Liberty Atlantic Advisors LLC
DECREASED2,6032,940-337-11%$243.5K$211.3K-$32.3K2026-10-14
RVW Wealth, LLC
INCREASED2,6002,593+7+0%$214.8K$211.0K-$3.8K2026-10-06
Altiora Financial Group, LLC
UNCHANGED2,6002,60000%$215.4K$211.0K-$4.4K2026-11-04
BAM Wealth Management, LLC
NEW2,584—+2,584——$209.7K—2026-10-15
Commonwealth Financial Services, LLC
DECREASED2,5822,706-124-5%$224.2K$209.6K-$14.6K2026-10-20
Redwood Financial Network Corp
INCREASED2,5802,566+14+1%$212.6K$209.4K-$3.2K2026-11-03
Independent Wealth Advisors LLC
DECREASED2,5662,572-60%$213.1K$208.3K-$4.8K2026-10-27
Creekside Partners
UNCHANGED2,5662,56600%$212.5K$208.2K-$4.3K2026-11-04
Beacon Investment Advisory Services, Inc.
INCREASED2,5632,237+326+15%$185.3K$208.0K+$22.7K2026-10-13
Oath Planning, LLC
DECREASED2,5532,555-20%$211.7K$207.2K-$4.5K2026-10-20
GreatBanc Trust Co
UNCHANGED2,4982,49800%$206.9K$202.7K-$4.2K2026-11-04
Curated Wealth Partners LLC
NEW2,476—+2,476——$201.0K—2026-10-15
Castle Rock Wealth Management, LLC
NEW2,448—+2,448——$203.3K—2026-10-09
West Financial Advisors, LLC
UNCHANGED2,4322,43200%$201.5K$197.4K-$4.1K2026-10-22
William Mack & Associates, Inc.
NEW2,387—+2,387——$193.7K—2026-10-27
Investors Research Corp
INCREASED2,2891,604+685+43%$132.9K$185.8K+$52.9K2026-10-07
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED2,2871,397+890+64%$115.7K$185.6K+$69.9K2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED2,2622,207+55+2%$182.8K$183.6K+$7562026-10-29
Bochk Asset Management Ltd
NEW2,190—+2,190——$177.7K—2026-10-29
Brown, Lisle Ings, Inc.
INCREASED2,1742,027+147+7%$167.9K$176.4K+$8.5K2026-10-16
Kopp Family Office, LLC
INCREASED2,173179+1,994+1114%$14.8K$14.5K-$3002026-10-21
Creative Capital Management Investments LLC
UNCHANGED2,1352,13500%$176.9K$173.3K-$3.6K2026-10-28
Lynch Investment Planning, LLC
NEW2,129—+2,129——$172.8K—2026-10-27
Archer Investment Corp
INCREASED2,1271,766+361+20%$146.3K$172.6K+$26.3K2026-11-05
Adkins Seale Capital Management LLC
INCREASED2,0772,016+61+3%$167.0K$168.6K+$1.6K2026-10-27
Dhjj Financial Advisors, Ltd.
DECREASED2,0342,129-95-4%$176.4K$165.1K-$11.3K2026-10-23
Breakwater Investment Management
UNCHANGED1,9681,96800%$163.0K$159.7K-$3.3K2026-10-20
James T. Borello RIA
UNCHANGED1,9131,91300%$158.5K$155.3K-$3.2K2026-10-16
Evolution Wealth Management Inc.
DECREASED1,9052,090-185-9%$173.1K$154.6K-$18.5K2026-10-28
Southern Michigan Bank & Trust
UNCHANGED1,8481,84800%$153.1K$150.0K-$3.1K2026-10-19
Community Financial Services Group, LLC
INCREASED1,8311,072+759+71%$86.4K$148.7K+$62.3K2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED1,8121,569+243+15%$130.0K$147.1K+$17.1K2026-11-04
Wells Financial Advisors Inc
DECREASED1,8103,192-1,382-43%$264.4K$146.9K-$117.5K2026-11-02
West Paces Advisors Inc.
INCREASED1,7211,660+61+4%$137.5K$139.7K+$2.2K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED1,7123,400-1,688-50%$209.1K$34.1K-$175.0K2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED1,7071,70700%$141.4K$138.5K-$2.9K2026-10-22
Signature Resources Capital Management, LLC
DECREASED1,6911,749-58-3%$144.9K$137.2K-$7.6K2026-10-16
Ascentis Wealth Management, LLC
INCREASED1,690240+1,450+604%$20.1K$137.4K+$117.3K2026-11-03
Bulwark Capital Corp
NEW1,650—+1,650——$133.9K—2026-10-13
Pflug Koory, LLC
UNCHANGED1,6401,64000%$135.9K$133.1K-$2.8K2026-10-26
Towne Trust Company, N.a
DECREASED1,6131,672-59-4%$138.5K$130.9K-$7.6K2026-10-28
Clearstead Trust, LLC
INCREASED1,6091,544+65+4%$127.9K$130.6K+$2.7K2026-11-06
Grey Ledge Advisors, LLC
DECREASED1,5641,566-20%$129.8K$126.9K-$2.9K2026-11-02
Peterson Wealth Management
UNCHANGED1,4971,49700%$124.0K$121.5K-$2.5K2026-11-06
Gleason Group, Inc.
DECREASED1,4373,500-2,063-59%$290.0K$116.7K-$173.3K2026-10-15
Triumph Capital Management
INCREASED1,4361,408+28+2%$116.6K$116.6K-$552026-10-14
United Community Bank
UNCHANGED1,3861,38600%$114.8K$112.5K-$2.3K2026-10-28
Covestor Ltd
INCREASED1,3721,312+60+5%$109.0K$111-$108.9K2026-10-30
American Capital Advisory, LLC
INCREASED1,3561,337+19+1%$110.8K$110.1K-$7052026-10-28
Hoey Investments, Inc
UNCHANGED1,3361,33600%$110.7K$108.4K-$2.2K2026-10-29
First Financial Corp
UNCHANGED1,3271,32700%$109.9K$107.7K-$2.2K2026-10-13
Center for Financial Planning, Inc.
DECREASED1,2601,306-46-4%$108.2K$102.3K-$5.9K2026-10-26
Whipplewood Advisors, LLC
UNCHANGED1,2381,23800%$102.6K$100.5K-$2.1K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,2011,20100%$99.5K$97.4K-$2.0K2026-10-28
Concord Wealth Partners
UNCHANGED1,1951,19500%$99.0K$97.0K-$2.0K2026-11-02
Phillip James Consulting Co.
NEW1,190—+1,190——$96.6K—2026-11-03
Next Level Wealth Planning, LLC
NEW1,171—+1,171——$95.0K—2026-10-29
GK Wealth Management LLC
DECREASED1,1682,868-1,700-59%$237.6K$94.8K-$142.8K2026-10-09
Oakworth Capital, Inc.
UNCHANGED1,1621,16200%$96.2K$94.3K-$1.9K2026-10-26
Fairman Group, LLC
UNCHANGED1,1371,13700%$94.2K$92.3K-$1.9K2026-10-26
Clark Wealth Partners
DECREASED1,1241,143-19-2%$94.7K$91.2K-$3.5K2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,1051,10500%$91.5K$89.7K-$1.9K2026-10-30
Team Financial Group, LLC
NEW1,058—+1,058——$85.9K—2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED1,0361,025+11+1%$84.9K$84.1K-$8112026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED1,0251,02500%$84.9K$77.3K-$7.6K2026-10-29
Advocate Investing Services LLC
INCREASED1,010966+44+5%$80.0K$82.0K+$1.9K2026-10-26
Essential Investment Partners LLC
NEW980—+980——$79.5K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
INCREASED967524+443+85%$43.4K$78.5K+$35.1K2026-10-15
Toth Financial Advisory Corp
INCREASED956849+107+13%$70.3K$77.6K+$7.3K2026-10-08
Vima LLC
UNCHANGED94194100%$78.0K$76.4K-$1.6K2026-10-23
Yankcom Partnership
INCREASED906163+743+456%$13.5K$73.5K+$60.0K2026-10-15
Align Financial, LLC
INCREASED899352+547+155%$29.2K$73.0K+$43.8K2026-10-16
Laurel Wealth Advisors LLC
NEW885—+885——$71.9K—2026-10-27
Foresight Capital Management Advisors, Inc.
NEW844—+844——$68.5K—2026-10-27
Cdkv Holdings LLC
UNCHANGED84484400%$69.9K$68.5K-$1.4K2026-10-28
Family Capital Trust Co
UNCHANGED83683600%$69.3K$67.8K-$1.4K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED78178100%$64.7K$63.4K-$1.3K2026-10-23
Hurley Capital, LLC
DECREASED767768-10%$63.6K$62.3K-$1.3K2026-11-05
First Horizon Corp
UNCHANGED76576500%$63.4K$62.1K-$1.3K2026-10-26
Provident Wealth Management, LLC
DECREASED752984-232-24%$81.5K$61.0K-$20.5K2026-10-20
Nemes Rush Group LLC
DECREASED752837-85-10%$69.3K$61.0K-$8.3K2026-11-04
Simplex Trading, LLC
DECREASED74912,241-11,492-94%$1.0M$60.8K-$953.3K2026-11-04
Kentucky Trust Co
UNCHANGED74874800%$62.0K$60.7K-$1.3K2026-10-15
Canton Hathaway, LLC
UNCHANGED73573500%$60.9K$59.7K-$1.2K2026-10-23
POM Investment Strategies, LLC
NEW719—+719——$58.4K—2026-10-20
Centerpoint Advisors, LLC
UNCHANGED71971900%$60.0K$58.0K-$2.0K2026-11-05
Mascoma Wealth Management LLC
DECREASED702751-49-7%$62.2K$57.0K-$5.2K2026-10-23
Blume Capital Management, Inc.
UNCHANGED70070000%$58.0K$56.8K-$1.2K2026-10-26
First Bancorp, Inc
UNCHANGED69769700%$57.7K$56.6K-$1.2K2026-10-26
Fiduciary Advisors, Inc.
UNCHANGED69269200%$57.3K$56.2K-$1.2K2026-10-16
North Star Investment Management Corp.
INCREASED691600+91+15%$49.7K$56.1K+$6.4K2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED66066000%$54.7K$53.6K-$1.1K2026-11-03
Arlington Trust Co LLC
INCREASED653608+45+7%$50.4K$53.0K+$2.6K2026-10-20
Bradley & Co. Private Wealth Management, LLC
NEW631—+631——$51.2K—2026-10-23
Bullock Wealth Management Group
UNCHANGED60360300%$48.6K$49.0K+$3562026-10-09
Rydar Equities, Inc.
NEW575—+575——$47.1K—2026-10-13
First Premier Bank
UNCHANGED57157100%$47$46-$12026-10-13
High Note Wealth, LLC
UNCHANGED55155100%$45.6K$44.7K-$9262026-10-27
Nvwm, LLC
NEW550—+550——$44.6K—2026-10-14
Financial Consulate, Inc
UNCHANGED51151100%$42.3K$41.5K-$8592026-10-23
Birchwood Financial Partners, Inc.
DECREASED483522-39-7%$43.2K$39.2K-$4.0K2026-11-02
Newton One Investments LLC
UNCHANGED47147100%$39.0K$38.2K-$7912026-10-14
Marquette Asset Management, LLC
UNCHANGED46546500%$38.5K$37.7K-$7812026-10-09
IFS Advisors, LLC
INCREASED453300+153+51%$24.9K$36.8K+$11.9K2026-10-14
First Pacific Financial
INCREASED449418+31+7%$34.6K$36.4K+$1.8K2026-10-14
West Branch Capital LLC
UNCHANGED44844800%$37.1K$36.4K-$7532026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED44544500%$36.9K$36.1K-$7482026-10-22
Mcdonald Partners LLC
UNCHANGED44244200%$36.6K$35.9K-$7422026-11-03
Hoese & Co LLP
UNCHANGED43943900%$36.4K$35.6K-$7422026-10-21
Redwood Park Advisors LLC
UNCHANGED43543500%$36.1K$35.3K-$7312026-11-02
Monetary Solutions, Ltd
INCREASED418153+265+173%$12.7K$33.9K+$21.3K2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED40040000%$33.1K$32.5K-$6722026-11-03
Advantage Trust Co
UNCHANGED40040000%$33.1K$32.5K-$6722026-10-19
Atwood & Palmer Inc
UNCHANGED39439400%$32.7K$32.0K-$6622026-10-08
SRH Advisors, LLC
UNCHANGED38438400%$31.8K$31.2K-$6462026-10-22
Mogy Joel R Investment Counsel Inc
NEW379—+379——$30.8K—2026-10-13
MTM Investment Management, LLC
INCREASED379373+6+2%$30.9K$30.8K-$1392026-10-30
Trifecta Capital Advisors, LLC
DECREASED348417-69-17%$34.5K$28.2K-$6.3K2026-10-21
TrinityBridge Ltd
UNCHANGED34534500%$29$28-$12026-10-30
Lodestone Wealth Management LLC
UNCHANGED34134100%$28.3K$27.7K-$5732026-10-14
Compass Financial Management LLC
DECREASED317681-364-53%$55.7K$25.7K-$30.0K2026-10-30
Your Advocates Ltd., LLP
DECREASED316795-479-60%$65.9K$25.6K-$40.2K2026-11-03
First Community Trust NA
INCREASED309207+102+49%$17.1K$25.1K+$7.9K2026-10-07
Goodman Advisory Group, LLC
NEW295—+295——$23.9K—2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED27227200%$22.6K$22.1K-$4582026-10-16
Pacific Center for Financial Services
UNCHANGED26926900%$22.3K$21.8K-$4512026-10-15
Bank of New Hampshire
UNCHANGED26026000%$21.5K$21.1K-$4362026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED25825800%$21.4K$20.9K-$4332026-11-02
Horizon Financial Services, LLC
NEW245—+245——$19.9K—2026-11-04
Old Second National Bank of Aurora
UNCHANGED24024000%$19.9K$19.5K-$4042026-10-22
Bear Mountain Capital, Inc.
NEW230—+230——$17.7K—2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED22622600%$18.7K$18.3K-$3802026-10-23
Tradewinds Capital Management, LLC
UNCHANGED21721700%$18.0K$17.6K-$3652026-10-23
Kozak & Associates, Inc.
UNCHANGED21321300%$17.1K$16.4K-$7022026-10-29
Hickory Point Bank & Trust
UNCHANGED19919900%$16.5K$16.2K-$3342026-10-01
SJS Investment Consulting Inc.
INCREASED198137+61+45%$11.4K$16.1K+$4.7K2026-10-26
PFS Partners, LLC
UNCHANGED18718700%$15.5K$15.1K-$3142026-10-21
Mowery & Schoenfeld Wealth Management, LLC
NEW186—+186——$15.1K—2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED186195-9-5%$16.2K$15.1K-$1.1K2026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED18118100%$15.0K$14.7K-$3042026-10-23
Axiom Investment Management LLC
NEW179—+179——$14.5K—2026-11-03
Compass Wealth Management LLC
NEW178—+178——$14.4K—2026-10-22
Chapman Financial Group, LLC
UNCHANGED17217200%$14.2K$14.0K-$2892026-10-26
Private Wealth Management Group, LLC
UNCHANGED16016000%$13.3K$13.0K-$2692026-10-19
Nova Financial LLC
NEW159—+159——$12.9K—2026-11-04
Blueline Advisors LLC
UNCHANGED15715700%$13.0K$12.7K-$2632026-10-15
Godsey & Gibb, Inc
UNCHANGED14914900%$12.3K$12.1K-$2512026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED13513500%$11.2K$11.0K-$2272026-10-27
DiNuzzo Private Wealth, Inc.
NEW125—+125——$10.1K—2026-10-16
Nfsg Corp
DECREASED119401-282-70%$33.2K$9.7K-$23.6K2026-10-15
Beacon Financial Strategies Corp
NEW116—+116——$9.4K—2026-10-14
Carolina Wealth Advisors, LLC
NEW116—+116——$9.4K—2026-10-23
Birch Financial Group, LLC
NEW114—+114——$9.2K—2026-10-27
Bfsg, LLC
UNCHANGED10910900%$9.0K$8.8K-$1832026-10-30
Meriwether Wealth & Planning, LLC
NEW105—+105——$8.5K—2026-10-13
Wilkerson Advisory Group LLC
DECREASED101199-98-49%$16.6K$8.2K-$8.4K2026-10-20
Valley National Advisers Inc
UNCHANGED10110100%$8.4K$8.2K-$1692026-10-23
Kelleher Financial Advisors
DECREASED98196-98-50%$16.2K$8.0K-$8.3K2026-10-30
Davis Capital Management
UNCHANGED949400%$7.8K$7.6K-$1582026-10-08
Valued Wealth Advisors LLC
DECREASED90108-18-17%$8.9K$7.3K-$1.6K2026-11-05
Burk Holdings LLC
UNCHANGED898900%$7.4K$7.2K-$1502026-11-05
Costello Asset Management, Inc
UNCHANGED888800%$7.3K$7.2K-$1482026-10-30
Gables Capital Management Inc.
UNCHANGED868600%$7.1K$7.0K-$1442026-11-04
CGC Financial Services, LLC
UNCHANGED808000%$6.6K$6.5K-$1342026-10-13
Planning Strategies Inc.
NEW76—+76——$6.2K—2026-10-02
Ares Financial Consulting, LLC
UNCHANGED717100%$5.9K$5.7K-$1192026-10-19
Entrust Financial LLC
NEW62—+62——$5.0K—2026-11-04
Quaker Wealth Management, LLC
UNCHANGED515100%$4.2K$4.1K-$852026-10-22
Prudent Man Investment Management, Inc.
UNCHANGED494900%$3.3K$4.0K+$6832026-11-03
Hilltop National Bank
UNCHANGED484800%$4.0K$3.9K-$802026-10-14
Wealth Analytics Partners, LLC
NEW47—+47——$3.8K—2026-10-19
Fairscale Capital, LLC
UNCHANGED424200%$3.5K$3.1K-$3602026-11-04
DecisionPoint Financial, LLC
DECREASED3435-1-3%$2.8K$2.8K-$612026-10-27
True Wealth Design, LLC
UNCHANGED323200%$2.7K$2.6K-$532026-10-13
RHL Group, LLC
NEW31—+31——$2.5K—2026-11-04
Deane Retirement Strategies, Inc.
UNCHANGED272700%$2.2K$2.2K-$462026-10-09
Main Street Group, LTD
UNCHANGED212100%$1.7K$1.7K-$362026-10-28
Spurstone Advisory Services, LLC
DECREASED1820-2-10%$1.6K$1.5K-$1512026-11-02
IMG Wealth Management, Inc.
INCREASED134+9+225%$331$1.1K+$7242026-10-27
Syntax Research, Inc.
UNCHANGED131300%$1.1K$1.1K-$212026-11-04
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED101000%$763$747-$162026-10-07
Roxbury Financial LLC
UNCHANGED8800%$688$674-$142026-10-01
Hughes Financial Services, LLC
UNCHANGED3300%$249$229-$202026-10-30
GHP Investment Advisors, Inc.
INCREASED21+1+100%$109$161+$522026-10-15
Fjarde Ap-Fonden TH Swedish National Pension Fund
CLOSED04,165,043-4,165,043-100%$345.0M$0-$345.0M2026-10-15
RED Cedar Investment Management, LLC
CLOSED0575,932-575,932-100%$47.7M$0-$47.7M2026-11-04
Scarborough Advisors, LLC
CLOSED0186,037-186,037-100%$15.4M$0-$15.4M2026-10-16
Marks Wealth, LLC
CLOSED0172,980-172,980-100%$14.3M$0-$14.3M2026-10-30
eCIO, Inc.
CLOSED0153,634-153,634-100%$12.7M$0-$12.7M2026-11-02
Left Brain Wealth Management, LLC
CLOSED040,301-40,301-100%$3.3M$0-$3.3M2026-10-28
Kestra Investment Management, LLC
CLOSED010,220-10,220-100%$846.6K$0-$846.6K2026-11-04
World Equity Group, Inc.
CLOSED09,599-9,599-100%$795.2K$0-$795.2K2026-10-14
Belvedere Trading LLC
CLOSED08,837-8,837-100%$732.1K$0-$732.1K2026-11-05
Mattern Capital Management, LLC
CLOSED03,915-3,915-100%$324.3K$0-$324.3K2026-11-02
Foguth Wealth Management, Llc.
CLOSED03,912-3,912-100%$302.1K$0-$302.1K2026-10-19
Avestar Capital, LLC
CLOSED03,827-3,827-100%$317.0K$0-$317.0K2026-10-28
ProCore Advisors, LLC
CLOSED03,732-3,732-100%$309.2K$0-$309.2K2026-10-14
Sunesis Advisors, LLC
CLOSED03,219-3,219-100%$266.7K$0-$266.7K2026-10-26
Arnold Financial Planning LLC
CLOSED03,135-3,135-100%$259.7K$0-$259.7K2026-10-20
MBM Wealth Consultants, LLC
CLOSED03,113-3,113-100%$257.9K$0-$257.9K2026-10-20
Central Valley Advisors, LLC
CLOSED02,992-2,992-100%$247.9K$0-$247.9K2026-10-27
FSA Wealth Partners, Inc.
CLOSED02,917-2,917-100%$241.6K$0-$241.6K2026-10-26
RDA Financial Network
CLOSED02,912-2,912-100%$241.2K$0-$241.2K2026-10-15
Opal Wealth Advisors, LLC
CLOSED02,854-2,854-100%$236.4K$0-$236.4K2026-10-16
Archer Investment Management, LLC
CLOSED02,688-2,688-100%$222.7K$0-$222.7K2026-10-13
Milestone Asset Management, LLC
CLOSED02,657-2,657-100%$220.2K$0-$220.2K2026-10-15
LFG Wealth Partners, LLC
CLOSED02,638-2,638-100%$218.5K$0-$218.5K2026-10-28
Quadcap Wealth Management, LLC
CLOSED02,635-2,635-100%$218.3K$0-$218.3K2026-11-02
Heartwood Wealth Advisors LLC
CLOSED02,587-2,587-100%$214.3K$0-$214.3K2026-10-05
Private Client Services, LLC
CLOSED02,532-2,532-100%$209.8K$0-$209.8K2026-10-02
Praetorian Wealth Management, Inc.
CLOSED02,461-2,461-100%$203.9K$0-$203.9K2026-10-16
Legacy Advisors, LLC
CLOSED02,430-2,430-100%$201.3K$0-$201.3K2026-10-19
Retiremitten Financial LLC
CLOSED02,428-2,428-100%$201.1K$0-$201.1K2026-11-05
Shayne & Jacobs, LLC
CLOSED02,426-2,426-100%$201.0K$0-$201.0K2026-10-21
Sara-Bay Financial
CLOSED02,425-2,425-100%$200.9K$0-$200.9K2026-10-21
Greenup Street Wealth Management LLC
CLOSED02,414-2,414-100%$200.0K$0-$200.0K2026-10-28
Tucker Asset Management LLC
CLOSED01,278-1,278-100%$105.9K$0-$105.9K2026-10-29
Barclays PLC
CLOSED0900-900-100%$74.6K$0-$74.6K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0726-726-100%$70.1K$0-$70.1K2026-10-14
StrongBox Wealth, LLC
CLOSED0572-572-100%$47.4K$0-$47.4K2026-11-02
Gill Capital Partners, LLC
CLOSED0556-556-100%$46.1K$0-$46.1K2026-10-13
Park National Corp
CLOSED0432-432-100%$35.8K$0-$35.8K2026-10-05
Pittenger & Anderson Inc
CLOSED0320-320-100%$26.5K$0-$26.5K2026-11-02
Robinswood Financial LLC
CLOSED0229-229-100%$19.0K$0-$19.0K2026-10-20
Founders Capital Management
CLOSED0200-200-100%$16.6K$0-$16.6K2026-10-13
Olistico Wealth, LLC
CLOSED0150-150-100%$12.4K$0-$12.4K2026-10-05
Spectrum Wealth Advisory Group, LLC
CLOSED021-21-100%$1.8K$0-$1.8K2026-10-29
Rakuten Securities, Inc.
CLOSED020-20-100%$1.7K$0-$1.7K2026-11-02
Financial Network Wealth Advisors LLC
CLOSED014-14-100%$1.2K$0-$1.2K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$341.6K$356.8K+$15.2K2026-10-29
Bank of America Corp
N/A—222,148,087-222,148,087-100%$18.4B———
Morgan Stanley
N/A—128,282,433-128,282,433-100%$10.6B———
Wells Fargo & Company
N/A—91,123,857-91,123,857-100%$7.5B———
Envestnet Asset Management Inc
N/A—69,048,781-69,048,781-100%$5.7B———
LPL Financial LLC
N/A—48,071,491-48,071,491-100%$4.0B———
JPMorgan Chase & Co
N/A—46,796,427-46,796,427-100%$3.8B———
BlackRock, Inc.
N/A—44,414,287-44,414,287-100%$3.7B———
Wealthfront Advisers LLC
N/A—40,620,373-40,620,373-100%$3.4B———
UBS Group AG
N/A—37,283,050-37,283,050-100%$3.1B———
Goldman Sachs Group Inc
N/A—26,247,498-26,247,498-100%$2.2B———
Jones Financial Companies Lllp
N/A—21,551,842-21,551,842-100%$1.8B———
FMR LLC
N/A—20,648,030-20,648,030-100%$1.7B———
Northwestern Mutual Wealth Management Co
N/A—20,134,881-20,134,881-100%$1.7B———
Raymond James Financial Inc
N/A—20,009,721-20,009,721-100%$1.7B———
Tiaa Wealth Investment Management LLC
N/A—16,975,851-16,975,851-100%$1.4B———
WIT, LLC
N/A—16,950,847-16,950,847-100%$1.4B———
Jane Street Group, LLC
N/A—15,858,565-15,858,565-100%$1.3B———
Charles Schwab Investment Management Inc
N/A—12,884,739-12,884,739-100%$1.1B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,508,671-12,508,671-100%$1.0B———
Bank of Montreal
N/A—10,117,805-10,117,805-100%$838.2M———
M&T Bank Corp
N/A—9,558,345-9,558,345-100%$791.8M———
Captrust Financial Advisors
N/A—9,506,342-9,506,342-100%$787.5M———
SEI Investments Co
N/A—9,230,057-9,230,057-100%$764.6M———
Royal Bank of Canada
N/A—9,119,613-9,119,613-100%$755.5M———
Mariner, LLC
N/A—8,850,651-8,850,651-100%$732.5M———
Ameriprise Financial Inc
N/A—7,697,046-7,697,046-100%$638.3M———
Cetera Investment Advisers
N/A—7,574,258-7,574,258-100%$627.5M———
Jordan Park Group LLC
N/A—7,184,138-7,184,138-100%$595.1M———
Alliancebernstein L.P.
N/A—7,109,869-7,109,869-100%$495.9M———
Cerity Partners LLC
N/A—7,028,267-7,028,267-100%$582.2M———
Invesco Ltd.
N/A—6,178,957-6,178,957-100%$511.9M———
MML Investors Services, LLC
N/A—5,986,527-5,986,527-100%$495.9M———
Moneta Group Investment Advisors LLC
N/A—5,808,597-5,808,597-100%$481.2M———
Stifel Financial Corp
N/A—5,738,838-5,738,838-100%$475.4M———
Betterment LLC
N/A—5,399,957-5,399,957-100%$447.3M———
UBS Asset Management Americas LLC
N/A—4,682,168-4,682,168-100%$387.9M———
Ballentine Partners, LLC
N/A—4,374,374-4,374,374-100%$362.4M———
Northern Trust Corp
N/A—4,188,443-4,188,443-100%$347.0M———
State Street Corp
N/A—4,142,683-4,142,683-100%$343.2M———
Envestnet Portfolio Solutions, Inc.
N/A—4,131,673-4,131,673-100%$342.3M———
Pathstone Holdings, LLC
N/A—4,092,944-4,092,944-100%$339.1M———
Franklin Resources Inc
N/A—3,868,987-3,868,987-100%$320.5M———
Osaic Holdings, Inc.
N/A—3,641,116-3,641,116-100%$301.8M———
HighTower Advisors, LLC
N/A—3,591,983-3,591,983-100%$297.6M———
Focus Partners Wealth
N/A—3,296,356-3,296,356-100%$273.1M———
EP Wealth Advisors, LLC
N/A—3,176,408-3,176,408-100%$263.1M———
Dynasty Wealth Management, LLC
N/A—3,168,542-3,168,542-100%$262.5M———
Choate Investment Advisors
N/A—3,029,806-3,029,806-100%$251.0M———
Haverford Trust Co
N/A—3,018,810-3,018,810-100%$250.1M———
United Capital Financial Advisors, LLC
N/A—3,012,189-3,012,189-100%$250.0M———
Municipal Employees' Retirement System of Michigan
N/A—2,975,052-2,975,052-100%$246.5M———
Deutsche Bank Ag\
N/A—2,811,969-2,811,969-100%$232.9M———
Janney Montgomery Scott LLC
N/A—2,692,408-2,692,408-100%$223.0M———
MAI Capital Management
N/A—2,449,784-2,449,784-100%$202.9M———
Susquehanna International Group, LLP
N/A—2,391,130-2,391,130-100%$198.1M———
Rockefeller Capital Management L.P.
N/A—2,384,168-2,384,168-100%$197.5M———
Neuberger Berman Group LLC
N/A—2,363,740-2,363,740-100%$195.8M———
Baird Financial Group, Inc.
N/A—2,340,498-2,340,498-100%$193.9M———
Investure, LLC
N/A—2,296,326-2,296,326-100%$190.2M———
Alesco Advisors, LLC, An ESL Co
N/A—2,293,762-2,293,762-100%$190.0M———
Hirtle & Co., LLC
N/A—2,249,929-2,249,929-100%$186.4M———
Hackensack Meridian Health, Inc.
N/A—2,246,000-2,246,000-100%$186.1M———
Mercer Global Advisors Inc
N/A—2,236,895-2,236,895-100%$185.3M———
Cresset Asset Management, LLC
N/A—2,217,658-2,217,658-100%$183.7M———
Bessemer Group Inc
N/A—2,214,337-2,214,337-100%$183.4M———
Partners Capital Investment Group, LLP
N/A—2,129,728-2,129,728-100%$176.4M———
&partners
N/A—2,115,509-2,115,509-100%$175.3M———
Nuveen, LLC
N/A—1,990,213-1,990,213-100%$164.9M———
Vestcor Inc
N/A—1,893,604-1,893,604-100%$156.9M———
Quotient Wealth Partners, LLC
N/A—1,860,708-1,860,708-100%$154.1M———
Venturi Wealth Management, LLC
N/A—1,800,638-1,800,638-100%$149.2M———
Elm Partners Management LLC
N/A—1,795,090-1,795,090-100%$148.7M———
Wealthspire Advisors, LLC
N/A—1,791,433-1,791,433-100%$148.4M———
NewEdge Advisors, LLC
N/A—1,762,151-1,762,151-100%$146.0M———
Brown Advisory Inc
N/A—1,738,020-1,738,020-100%$144.0M———
Cerity Partners Ocio LLC
N/A—1,717,584-1,717,584-100%$142.3M———
Sanctuary Advisors, LLC
N/A—1,648,912-1,648,912-100%$136.6M———
Stratos Wealth Partners, Ltd.
N/A—1,572,794-1,572,794-100%$130.3M———
Members Trust Co
N/A—1,528,569-1,528,569-100%$126.6M———
Lincoln National Corp
N/A—1,521,016-1,521,016-100%$126.0M———
Meeder Advisory Services, Inc.
N/A—1,477,273-1,477,273-100%$122.4M———
Federation des caisses Desjardins du Quebec
N/A—1,447,137-1,447,137-100%$119.9M———
Bleakley Financial Group, LLC
N/A—1,418,894-1,418,894-100%$117.5M———
UNC Management Company, Inc.
N/A—1,388,959-1,388,959-100%$115.1M———
Destination Wealth Management
N/A—1,364,036-1,364,036-100%$113.0M———
DV Equities, LLC
N/A—1,347,857-1,347,857-100%$111.7M———
Bridgewater Associates, LP
N/A—1,328,276-1,328,276-100%$110.0M———
Flputnam Investment Management Co
N/A—1,324,309-1,324,309-100%$109.9M———
Passaic Partners LLC
N/A—1,323,586-1,323,586-100%$109.6M———
Foundations Investment Advisors, LLC
N/A—1,260,159-1,260,159-100%$104.4M———
Alaska Permanent Capital Management, LLC
N/A—1,258,604-1,258,604-100%$104.5M———
Steward Partners Investment Advisory, LLC
N/A—1,256,713-1,256,713-100%$104.1M———
Gotham Asset Management, LLC
N/A—1,254,834-1,254,834-100%$104.0M———
Nearwater Capital Markets, Ltd
N/A—1,250,200-1,250,200-100%$103.6M———
Brown Brothers Harriman & Co
N/A—1,220,703-1,220,703-100%$101.1M———
Jabodon PT Co
N/A—1,213,770-1,213,770-100%$100.5M———
AE Wealth Management LLC
N/A—1,201,534-1,201,534-100%$99.5M———
RiverFront Investment Group, LLC
N/A—1,193,345-1,193,345-100%$98.9M———
Whittier Trust Co of Nevada Inc
N/A—1,170,597-1,170,597-100%$93.4M———
Heritage Wealth Advisors
N/A—1,159,805-1,159,805-100%$96.1M———
Wharton Business Group, LLC
N/A—1,155,957-1,155,957-100%$95.8M———
Whittier Trust Co
N/A—1,154,121-1,154,121-100%$94.6M———
Horizon Investments, LLC
N/A—1,152,417-1,152,417-100%$95.5M———
NorthRock Partners, LLC
N/A—1,096,059-1,096,059-100%$90.8M———
Integrated Wealth Concepts LLC
N/A—1,089,966-1,089,966-100%$90.3M———
Manufacturers Life Insurance Company, the
N/A—1,077,184-1,077,184-100%$79.4M———
Money Concepts Capital Corp
N/A—1,029,458-1,029,458-100%$85.3M———
National Philanthropic Trust
N/A—1,004,623-1,004,623-100%$83.2M———
Capital Analysts, LLC
N/A—997,515-997,515-100%$82.6M———
Connable Office Inc
N/A—995,436-995,436-100%$82.5M———
Beacon Pointe Advisors, LLC
N/A—955,564-955,564-100%$79.2M———
Victory Capital Management Inc
N/A—951,425-951,425-100%$78.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—919,838-919,838-100%$76.2M———
Wellspring Financial Advisors, LLC
N/A—918,763-918,763-100%$46.4M———
Quent Capital, LLC
N/A—908,595-908,595-100%$75.3M———
Vestmark Advisory Solutions, Inc.
N/A—888,139-888,139-100%$73.6M———
Commerce Bank
N/A—866,446-866,446-100%$71.8M———
University of Pittsburgh - Of the Commonwealth System of Higher Education
N/A—858,312-858,312-100%$71.1M———
Cambridge Associates LLC
N/A—850,353-850,353-100%$70.4M———
First Foundation Advisors
N/A—844,318-844,318-100%$69.9M———
Focus Partners Advisor Solutions, LLC
N/A—836,045-836,045-100%$69.2M———
AQR Capital Management LLC
N/A—833,185-833,185-100%$69.0M———
Johnson Financial Group, Inc.
N/A—814,390-814,390-100%$67.5M———
Private Wealth Asset Management, LLC
N/A—811,467-811,467-100%$67.3M———
Tiaa Trust, National Association
N/A—796,743-796,743-100%$66.0M———
Orion Porfolio Solutions, LLC
N/A—787,589-787,589-100%$65.2M———
Octavia Wealth Advisors, LLC
N/A—780,613-780,613-100%$64.7M———
National Bank of Canada
N/A—763,016-763,016-100%$63.2M———
Elo Mutual Pension Insurance Co
N/A—760,800-760,800-100%$63.0M———
Bartlett & Co. Wealth Management LLC
N/A—745,800-745,800-100%$61.8M———
Chan Zuckerberg Initiative, LLC
N/A—706,019-706,019-100%$58.5M———
HSBC Holdings PLC
N/A—704,188-704,188-100%$58.3M———
Jupiter Topco LLC
N/A—685,262-685,262-100%$56.8M———
Equitable Holdings, Inc.
N/A—681,163-681,163-100%$56.4M———
Arax Advisory Partners
N/A—677,057-677,057-100%$56.1M———
Syon Capital LLC
N/A—648,044-648,044-100%$53.7M———
Strategic Investment Advisors / MI
N/A—614,356-614,356-100%$50.9M———
Sompo Asset Management Co., Ltd.
N/A—607,548-607,548-100%$50.3M———
SCS Capital Management LLC
N/A—607,246-607,246-100%$50.3M———
GenTrust, LLC
N/A—606,526-606,526-100%$50.2M———
Pure Financial Advisors, LLC
N/A—602,817-602,817-100%$49.9M———
Santa Clara Valley Transportation Authority
N/A—601,823-601,823-100%$49.9M———
Wescott Financial Advisory Group, LLC
N/A—597,473-597,473-100%$49.5M———
Chai Trust Co LLC
N/A—597,322-597,322-100%$49.5M———
Makena Capital Management LLC
N/A—590,622-590,622-100%$48.9M———
Bank of Nova Scotia
N/A—587,400-587,400-100%$48.7M———
Principal Securities, Inc.
N/A—582,315-582,315-100%$48.2M———
UMB Bank, n.a.
N/A—573,155-573,155-100%$47.5M———
Main Management ETF Advisors, LLC
N/A—564,085-564,085-100%$46.7M———
Cape COD Five Cents Savings Bank
N/A—541,778-541,778-100%$44.9M———
Curi Capital, LLC
N/A—532,907-532,907-100%$44.1M———
Alaska Wealth Advisors, LLC
N/A—531,657-531,657-100%$44.0M———
Icon Wealth Advisors, LLC
N/A—519,774-519,774-100%$43.1M———
Private Advisor Group, LLC
N/A—503,352-503,352-100%$41.7M———
Global Retirement Partners, LLC
N/A—498,867-498,867-100%$41.3M———
Brand Asset Management Group, Inc.
N/A—485,371-485,371-100%$40.2M———
Lowe Brockenbrough & Co Inc
N/A—462,841-462,841-100%$38.3M———
Peapack Gladstone Financial Corp
N/A—457,278-457,278-100%$37.9M———
NorthCoast Asset Management LLC
N/A—448,951-448,951-100%$37.2M———
Wellington Management Group LLP
N/A—442,712-442,712-100%$36.7M———
O'shaughnessy Asset Management, LLC
N/A—442,044-442,044-100%$36.6M———
Turim 21 Investimentos Ltda.
N/A—438,836-438,836-100%$36.4M———
Rockbridge Investment Management, LCC
N/A—433,410-433,410-100%$35.9M———
Bluespring Wealth Management, LLC
N/A—433,258-433,258-100%$35.9M———
OneDigital Investment Advisors LLC
N/A—423,638-423,638-100%$35.1M———
Summit Financial, LLC
N/A—416,200-416,200-100%$34.5M———
Inherent Management Corp.
N/A—415,605-415,605-100%$34.4M———
Prudential Financial Inc
N/A—409,664-409,664-100%$33.9M———
Capitolis Liquid Global Markets LLC
N/A—409,300-409,300-100%$33.9M———
Tobias Financial Advisors, Inc.
N/A—404,155-404,155-100%$33.5M———
First American Trust, FSB
N/A—394,574-394,574-100%$32.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—393,757-393,757-100%$32.6M———
Disciplina Capital Management LLC
N/A—388,037-388,037-100%$32.1M———
Pinnacle Financial Partners, Inc.
N/A—387,908-387,908-100%$32.1M———
Scotia Capital Inc.
N/A—376,641-376,641-100%$31.2M———
Elgethun Capital Management
N/A—368,546-368,546-100%$30.5M———
World Investment Advisors
N/A—368,489-368,489-100%$27.0M———
Advisory Services Network, LLC
N/A—367,358-367,358-100%$30.4M———
Nomura Asset Management International Inc.
N/A—362,890-362,890-100%$30.1M———
Arkos Global Advisors
N/A—357,114-357,114-100%$29.6M———
Glenmede Trust Co NA
N/A—352,647-352,647-100%$29.2M———
Waverly Advisors, LLC
N/A—342,946-342,946-100%$28.4M———
Citizens & Northern Corp
N/A—340,138-340,138-100%$28.2M———
Banco Santander, S.A.
N/A—336,746-336,746-100%$27.9M———
Smithfield Trust Co
N/A—331,336-331,336-100%$27.5M———
Blair William & Co
N/A—330,176-330,176-100%$27.4M———
Rock Creek Group LLC
N/A—329,203-329,203-100%$27.3M———
Savvy Advisors, Inc.
N/A—327,116-327,116-100%$27.1M———
Becker Capital Management Inc
N/A—326,523-326,523-100%$27.0M———
SG Americas Securities, LLC
N/A—324,235-324,235-100%$26.9M———
49 Wealth Management, LLC
N/A—323,600-323,600-100%$26.8M———
Alongside, LLC
N/A—323,600-323,600-100%$26.8M———
Empowered Funds, LLC
N/A—321,821-321,821-100%$26.7M———
Beacon Harbor Wealth Advisors, Inc.
N/A—320,008-320,008-100%$24.8M———
Natixis Advisors, LLC
N/A—318,814-318,814-100%$26.4M———
Flow Traders U.S. LLC
N/A—317,119-317,119-100%$26.3M———
State Farm Mutual Automobile Insurance Co
N/A—316,825-316,825-100%$26.2M———
Catalyst Financial Partners LLC
N/A—310,449-310,449-100%$25.7M———
1832 Asset Management L.P.
N/A—306,058-306,058-100%$25.4M———
Modern Wealth Management, LLC
N/A—298,098-298,098-100%$24.7M———
Bank of Hawaii
N/A—296,169-296,169-100%$24.5M———
Bridges Investment Management Inc
N/A—294,983-294,983-100%$24.4M———
Coldstream Capital Management Inc
N/A—291,686-291,686-100%$24.2M———
Trustees of Dartmouth College
N/A—285,466-285,466-100%$23.6M———
Atlanta Consulting Group Advisors, LLC
N/A—285,160-285,160-100%$23.6M———
Rehmann Capital Advisory Group
N/A—284,296-284,296-100%$23.6M———
Pacific Life Fund Advisors LLC
N/A—278,205-278,205-100%$23.0M———
Meridian Wealth Partners, LLC
N/A—276,484-276,484-100%$22.9M———
Gallagher Fiduciary Advisors, LLC
N/A—276,297-276,297-100%$22.9M———
NewEdge Wealth, LLC
N/A—274,625-274,625-100%$22.7M———
Quantinno Capital Management LP
N/A—274,534-274,534-100%$22.7M———
EWA, LLC
N/A—273,254-273,254-100%$22.6M———
Prosperity Consulting Group, LLC
N/A—272,779-272,779-100%$22.6M———
Liberty Wealth Management LLC
N/A—266,950-266,950-100%$18.6M———
Cerity Partners Retirement Plan Advisors LLC
N/A—265,723-265,723-100%$22.0M———
Condor Capital Management
N/A—264,764-264,764-100%$21.9M———
CI Investments Inc.
N/A—262,456-262,456-100%$21.7M———
Wealthspire Retirement, LLC
N/A—259,277-259,277-100%$20.7M———
Portland Global Advisors LLC
N/A—253,287-253,287-100%$21.0M———
Fiducient Advisors LLC
N/A—249,798-249,798-100%$20.7M———
EQ LLC
N/A—246,894-246,894-100%$20.5M———
SageView Advisory Group, LLC
N/A—241,387-241,387-100%$20.0M———
SVB Wealth LLC
N/A—240,834-240,834-100%$20.0M———
Bellwether Advisors, LLC
N/A—235,732-235,732-100%$19.5M———
Cascade Financial Partners, LLC
N/A—235,252-235,252-100%$19.5M———
Callan Family Office, LLC
N/A—232,992-232,992-100%$19.3M———
Keystone Financial Group
N/A—227,985-227,985-100%$18.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—225,837-225,837-100%$18.7M———
River Wealth Advisors LLC
N/A—224,173-224,173-100%$18.6M———
Shah Wealth Advisors, LLC
N/A—223,937-223,937-100%$18.6M———
BSW Wealth Partners
N/A—223,409-223,409-100%$18.5M———
Allworth Financial LP
N/A—221,635-221,635-100%$18.4M———
Fairview Capital Investment Management, LLC
N/A—220,683-220,683-100%$18.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—217,113-217,113-100%$18.0M———
SOA Wealth Advisors, Llc.
N/A—214,017-214,017-100%$3.6M———
PAX Financial Group, LLC
N/A—213,523-213,523-100%$17.7M———
IEQ Capital, LLC
N/A—211,737-211,737-100%$17.5M———
Wealth Alliance, LLC
N/A—207,460-207,460-100%$17.2M———
Hi-Line Capital Management, LLC
N/A—203,656-203,656-100%$16.9M———
Axiom Investors LLC
N/A—203,500-203,500-100%$16.9M———
Rothschild Wealth LLC
N/A—199,822-199,822-100%$16.6M———
Ancora Advisors LLCA
N/A—193,875-193,875-100%$16.1M———
Sumitomo Life Insurance Co
N/A—193,000-193,000-100%$16.0M———
Astoria Portfolio Advisors Llc.
N/A—192,821-192,821-100%$16.0M———
Financial Engines Advisors L.L.C.
N/A—189,825-189,825-100%$15.7M———
Keystone Financial Services
N/A—188,291-188,291-100%$15.6M———
Hobbs Group Advisors, LLC
N/A—187,713-187,713-100%$15.6M———
IFG Advisory, LLC
N/A—185,172-185,172-100%$15.3M———
Regal Investment Advisors LLC
N/A—185,137-185,137-100%$15.3M———
Astoria Strategic Wealth, Inc.
N/A—184,406-184,406-100%$15.3M———
Nepc LLC
N/A—183,589-183,589-100%$15.2M———
Kickstand Ventures, Llc.
N/A—180,376-180,376-100%$14.9M———
Marble Wealth, LLC
N/A—177,840-177,840-100%$14.7M———
Fiduciary Trust Co
N/A—171,159-171,159-100%$14.2M———
Gateway Wealth Partners, LLC
N/A—169,939-169,939-100%$14.1M———
Checchi Capital Advisers, LLC
N/A—169,474-169,474-100%$14.0M———
Lansing Street Advisors
N/A—168,647-168,647-100%$14.0M———
Sovereign Investment Advisors, LLC
N/A—167,158-167,158-100%$13.8M———
Dorsey & Whitney Trust Co LLC
N/A—165,592-165,592-100%$13.7M———
Next Capital Management LLC
N/A—163,430-163,430-100%$13.5M———
Storen Legacy Partners, LLC
N/A—163,083-163,083-100%$13.5M———
Composition Wealth, LLC
N/A—162,292-162,292-100%$13.4M———
West Family Investments, Inc.
N/A—159,437-159,437-100%$13.2M———
Smartleaf Asset Management LLC
N/A—159,239-159,239-100%$13.0M———
Financial Advisors Network, Inc.
N/A—158,841-158,841-100%$13.2M———
Evolve Private Wealth, LLC
N/A—155,768-155,768-100%$12.9M———
One Capital Management, LLC
N/A—155,412-155,412-100%$10.8M———
Kilter Group LLC
N/A—155,280-155,280-100%$12.9M———
Atlantic Union Bankshares Corp
N/A—153,062-153,062-100%$12.7M———
Wealthquest Corp
N/A—152,310-152,310-100%$12.6M———
Invst, LLC
N/A—149,866-149,866-100%$12.4M———
Twin Focus Capital Partners, LLC
N/A—149,413-149,413-100%$12.4M———
Shelter Ins Retirement Plan
N/A—148,902-148,902-100%$12.3M———
RWA Wealth Partners, LLC
N/A—148,244-148,244-100%$12.3M———
KM Capital Management Ltd.
N/A—147,999-147,999-100%$12.3M———
Graybill Wealth Management, Ltd.
N/A—146,804-146,804-100%$12.2M———
Arkadios Wealth Advisors
N/A—146,009-146,009-100%$12.1M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—145,291-145,291-100%$12.0M———
Lazard Asset Management LLC
N/A—144,877-144,877-100%$12.0M———
Adaptive Financial Consulting, LLC
N/A—143,883-143,883-100%$11.9M———
Synergy Investment Management, LLC
N/A—141,499-141,499-100%$11.7M———
Webster Bank, N. A.
N/A—140,955-140,955-100%$11.7M———
Stratos Wealth Advisors, LLC
N/A—140,419-140,419-100%$11.6M———
Blue Edge Capital, LLC
N/A—139,794-139,794-100%$11.6M———
Argent Trust Co
N/A—138,952-138,952-100%$11.5M———
Aptus Capital Advisors, LLC
N/A—138,156-138,156-100%$11.4M———
Rptc Inc.
N/A—137,518-137,518-100%$11.4M———
Allianz SE
N/A—137,050-137,050-100%$11.4M———
Mutual Advisors, LLC
N/A—136,453-136,453-100%$11.3M———
Rogco, LP
N/A—135,204-135,204-100%$11.2M———
Great Lakes Advisors, LLC
N/A—134,202-134,202-100%$11.1M———
Perennial Investment Advisors, LLC
N/A—133,132-133,132-100%$11.0M———
Community Bank, N.A.
N/A—130,266-130,266-100%$10.8M———
Jaffetilchin Investment Partners, LLC
N/A—128,439-128,439-100%$10.6M———
First Trust Advisors LP
N/A—128,176-128,176-100%$10.6M———
Resolute Wealth Advisor, Inc.
N/A—127,621-127,621-100%$8.9M———
VPR Management LLC
N/A—126,800-126,800-100%$10.5M———
Keebeck Wealth Management
N/A—124,962-124,962-100%$10.4M———
Twin Peaks Wealth Advisors, LLC
N/A—123,319-123,319-100%$10.2M———
Ausdal Financial Partners, Inc.
N/A—123,316-123,316-100%$10.2M———
Harbour Investments, Inc.
N/A—121,204-121,204-100%$10.0M———
Texas Yale Capital Corp.
N/A—120,440-120,440-100%$10.0M———
Fort Point Capital Partners LLC
N/A—119,822-119,822-100%$9.9M———
a16z Perennial Management, L.P.
N/A—118,984-118,984-100%$9.9M———
Founders Financial Alliance, LLC
N/A—117,934-117,934-100%$9.8M———
Sequoia Financial Advisors, LLC
N/A—117,862-117,862-100%$9.8M———
Lbmc Investment Advisors, LLC
N/A—117,665-117,665-100%$9.7M———
10Elms LLP
N/A—116,248-116,248-100%$9.6M———
Amica Mutual Insurance Co
N/A—114,821-114,821-100%$9.5M———
Odyssey Group, LLC
N/A—114,537-114,537-100%$9.5M———
Geneos Wealth Management Inc.
N/A—114,298-114,298-100%$9.5M———
Snowden Capital Advisors LLC
N/A—113,766-113,766-100%$9.4M———
Broadview Financial Management, LLC
N/A—112,563-112,563-100%$9.3M———
WealthShield Partners, LLC
N/A—112,264-112,264-100%$9.3M———
Bamco Inc
N/A—111,940-111,940-100%$9.3M———
Smith, Moore & Co.
N/A—111,398-111,398-100%$9.2M———
First National Bank of Omaha
N/A—108,396-108,396-100%$8.9M———
FIL Ltd
N/A—106,698-106,698-100%$8.8M———
Crewe Advisors LLC
N/A—105,358-105,358-100%$8.7M———
Federated Hermes, Inc.
N/A—103,200-103,200-100%$8.5M———
Chicago Wealth Management, Inc.
N/A—102,719-102,719-100%$8.5M———
Galilei Investment Office LLP
N/A—102,000-102,000-100%$8.4M———
SSI Investment Management LLC
N/A—101,970-101,970-100%$8.4M———
Causey Wealth LLC
N/A—101,683-101,683-100%$8.4M———
Advyzon Investment Management, LLC
N/A—101,118-101,118-100%$8.4M———
Boston Research & Management Inc
N/A—100,742-100,742-100%$8.3M———
Range Advisory, LLC
N/A—99,971-99,971-100%$8.3M———
Pointe Capital Management LLC
N/A—98,996-98,996-100%$8.2M———
Legacy Edge Advisors, LLC
N/A—98,715-98,715-100%$8.2M———
PCM Encore, LLC
N/A—98,540-98,540-100%$8.2M———
One Wealth Advisors, LLC
N/A—97,807-97,807-100%$8.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—97,621-97,621-100%$8.1M———
Leavell Investment Management, Inc.
N/A—96,592-96,592-100%$8.0M———
Beacon Bridge Wealth Partners, LLC
N/A—96,030-96,030-100%$8.0M———
Hancock Whitney Corp
N/A—95,287-95,287-100%$7.9M———
Coral Wealth Management, LLC
N/A—95,282-95,282-100%$7.9M———
MTC Wealth Management LLC
N/A—94,923-94,923-100%$7.9M———
Sequent Planning LLC
N/A—93,631-93,631-100%$7.8M———
CarsonAllaria Wealth Management, Ltd.
N/A—92,245-92,245-100%$7.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—91,930-91,930-100%$7.6M———
Vident Advisory, LLC
N/A—91,705-91,705-100%$7.6M———
WCG Wealth Advisors LLC
N/A—91,565-91,565-100%$7.6M———
Waterloo Capital, L.P.
N/A—91,400-91,400-100%$7.6M———
Sharp Wealth Advisory, LLC
N/A—91,215-91,215-100%$7.6M———
Custos Family Office, LLC
N/A—90,745-90,745-100%$7.5M———
Gladstone Institutional Advisory LLC
N/A—90,087-90,087-100%$7.5M———
Lutz Financial Services LLC
N/A—88,309-88,309-100%$7.3M———
Capital Group Private Client Services, Inc.
N/A—86,768-86,768-100%$7.2M———
SBI Okasan Asset Management Co.Ltd.
N/A—85,928-85,928-100%$7.0M———
Western Wealth Management, LLC
N/A—85,748-85,748-100%$7.1M———
Urban Financial Advisory Corp
N/A—85,714-85,714-100%$7.1M———
Richard W. Paul & Associates, LLC
N/A—84,321-84,321-100%$7.0M———
Allianz Asset Management GmbH
N/A—78,600-78,600-100%$6.5M———
Old Mission Capital LLC
N/A—77,415-77,415-100%$6.4M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—77,276-77,276-100%$6.4M———
Shelter Mutual Insurance Co
N/A—77,114-77,114-100%$6.4M———
Eldridge Investment Advisors, Inc.
N/A—76,582-76,582-100%$6.3M———
Great Valley Advisor Group, Inc.
N/A—76,446-76,446-100%$6.3M———
Two Sigma Securities, LLC
N/A—75,162-75,162-100%$6.2M———
Davis Wealth Advisors, LLC
N/A—74,725-74,725-100%$6.2M———
Allie Family Office LLC
N/A—74,420-74,420-100%$6.2M———
MJP Associates Inc
N/A—74,318-74,318-100%$6.2M———
Vertex Planning Partners, LLC
N/A—74,258-74,258-100%$6.2M———
Tacita Capital Inc
N/A—73,598-73,598-100%$6.1M———
South Plains Financial, Inc.
N/A—72,725-72,725-100%$6.0M———
Benjamin Edwards Inc
N/A—72,681-72,681-100%$6.0M———
LM Advisors LLC
N/A—71,507-71,507-100%$5.9M———
Kovack Advisors, Inc.
N/A—70,881-70,881-100%$5.8M———
Bcgm Wealth Management, LLC
N/A—70,710-70,710-100%$5.9M———
King Wealth Management Group
N/A—70,623-70,623-100%$5.9M———
FAS Wealth Partners, Inc.
N/A—70,293-70,293-100%$5.8M———
FFT Wealth Management LLC
N/A—70,201-70,201-100%$5.8M———
Astra Wealth Partners LLC
N/A—69,627-69,627-100%$5.8M———
Nicolet Bankshares Inc
N/A—68,858-68,858-100%$5.7M———
Mayflower Financial Advisors, LLC
N/A—68,671-68,671-100%$5.7M———
Mason Street Advisors, LLC
N/A—68,080-68,080-100%$5.6M———
Dravo BAY LLC
N/A—67,657-67,657-100%$5.6M———
Vance Wealth, LLC
N/A—66,528-66,528-100%$5.5M———
Circle Wealth Management, LLC
N/A—66,361-66,361-100%$5.5M———
Valmark Advisers, Inc.
N/A—66,345-66,345-100%$5.5M———
Stonebrook Private Inc.
N/A—66,143-66,143-100%$5.5M———
North Star Asset Management Inc
N/A—65,946-65,946-100%$5.5M———
Element Wealth, LLC
N/A—65,737-65,737-100%$5.4M———
Beto Financial Group, LLC
N/A—65,692-65,692-100%$5.1M———
Arete Wealth Advisors, LLC
N/A—65,184-65,184-100%$5.4M———
Bradley Foster & Sargent Inc
N/A—64,354-64,354-100%$5.3M———
Park Place Capital Corp
N/A—64,252-64,252-100%$5.3M———
Minot DeBlois Advisors LLC
N/A—64,000-64,000-100%$5.3M———
Grand Wealth Management, LLC
N/A—63,490-63,490-100%$5.3M———
CIBC Bancorp USA Inc.
N/A—63,215-63,215-100%$5.2M———
Oxford Wealth Group, LLC
N/A—62,246-62,246-100%$5.2M———
Coppell Advisory Solutions LLC
N/A—60,934-60,934-100%$1.0K———
Integrated Investment Consultants, LLC
N/A—60,490-60,490-100%$5.0M———
Summit Trail Advisors, LLC
N/A—57,928-57,928-100%$4.8M———
CreativeOne Wealth, LLC
N/A—57,923-57,923-100%$4.8M———
Amara Financial, Llc.
N/A—57,801-57,801-100%$4.8M———
Shared Vision Wealth Group LLC
N/A—56,564-56,564-100%$4.7M———
Nwam LLC
N/A—56,100-56,100-100%$4.6M———
Main Management LLC
N/A—54,764-54,764-100%$4.5M———
IHT Wealth Management, LLC
N/A—54,260-54,260-100%$4.5M———
Huntington National Bank
N/A—54,115-54,115-100%$4.5M———
Forum Finance Group S.A.
N/A—53,701-53,701-100%$3.6K———
Stock Yards Bank & Trust Co
N/A—53,265-53,265-100%$4.4M———
Rathbones Group PLC
N/A—52,923-52,923-100%$4.4M———
QRG Capital Management, Inc.
N/A—52,710-52,710-100%$4.4M———
Kingsview Wealth Management, LLC
N/A—52,497-52,497-100%$4.3M———
CoreFirst Bank & Trust
N/A—51,974-51,974-100%$4.3M———
LifePlan Investment Advisors, Inc.
N/A—51,846-51,846-100%$4.3M———
Okabena Investment Services Inc
N/A—51,014-51,014-100%$4.2M———
Atlas Capital Advisors Inc.
N/A—50,476-50,476-100%$4.2M———
Hollencrest Capital Management
N/A—50,243-50,243-100%$4.2M———
Gentry Private Wealth, LLC
N/A—50,109-50,109-100%$4.2M———
Fidelis Capital Partners, LLC
N/A—50,003-50,003-100%$4.1M———
Cornerstone Advisory, LLC
N/A—49,949-49,949-100%$4.1M———
Timmons Wealth Management, LLC
N/A—49,697-49,697-100%$4.1M———
SlateStone Wealth, LLC
N/A—49,483-49,483-100%$4.1M———
Disciplined Investments, LLC
N/A—48,447-48,447-100%$4.0M———
Good Steward Wealth Advisors,LLC
N/A—48,378-48,378-100%$4.0M———
Fairlight Advisors
N/A—47,643-47,643-100%$3.9M———
Spinnaker Trust
N/A—47,411-47,411-100%$3.9M———
Keel Point, LLC
N/A—47,377-47,377-100%$3.9M———
5T Wealth, LLC
N/A—47,034-47,034-100%$3.9M———
Trevian Wealth Management LLC
N/A—46,983-46,983-100%$3.9M———
MidFirst Bank
N/A—46,741-46,741-100%$3.9M———
Falcon Wealth Planning
N/A—46,561-46,561-100%$3.9M———
Level Four Advisory Services, LLC
N/A—46,205-46,205-100%$3.8M———
Cordant, Inc.
N/A—45,484-45,484-100%$3.8M———
First Manhattan Co. Llc.
N/A—45,068-45,068-100%$3.7M———
Zuckerman Investment Group, LLC
N/A—44,636-44,636-100%$3.7M———
Transcend Capital Advisors, LLC
N/A—44,366-44,366-100%$3.7M———
OneAscent Financial Services LLC
N/A—44,065-44,065-100%$3.7M———
Fi3 Financial Advisors, LLC
N/A—43,834-43,834-100%$4.2M———
Moors & Cabot, Inc.
N/A—43,830-43,830-100%$3.6M———
Headinvest, LLC
N/A—43,660-43,660-100%$3.6M———
Forefront Wealth Partners, LLC
N/A—43,058-43,058-100%$3.6M———
Trivium Point Advisory, LLC
N/A—40,564-40,564-100%$3.4M———
Wescap Management Group, Inc.
N/A—40,157-40,157-100%$3.3M———
Russell Investments Group, Ltd.
N/A—40,142-40,142-100%$3.3M———
Meramec Financial Planners, LLC
N/A—39,591-39,591-100%$3.1M———
Continuum Advisory, LLC
N/A—39,290-39,290-100%$3.3M———
Clark Capital Management Group, Inc.
N/A—39,136-39,136-100%$3.2M———
DV Trading LLC
N/A—38,899-38,899-100%$3.2M———
Mmbg Investment Advisors Co.
N/A—38,045-38,045-100%$3.2M———
PFG Investments, LLC
N/A—37,971-37,971-100%$3.1M———
Empower Advisory Group, LLC
N/A—37,593-37,593-100%$3.1M———
Zhang Financial LLC
N/A—37,551-37,551-100%$3.1M———
Coastal Bridge Advisors, LLC
N/A—36,671-36,671-100%$3.0M———
Ellevest, Inc.
N/A—36,385-36,385-100%$3.0M———
Matters Capital LLC
N/A—36,262-36,262-100%$3.0M———
Eight 31 Financial, LLC
N/A—36,233-36,233-100%$3.0M———
Strive Financial Group,LLC
N/A—36,170-36,170-100%$3.0M———
Rialto Wealth Management, LLC
N/A—36,127-36,127-100%$3.0M———
Blalock Williams, LLC
N/A—36,062-36,062-100%$3.0M———
Colonial Trust Co / SC
N/A—35,683-35,683-100%$3.0M———
Freestone Capital Holdings, LLC
N/A—35,646-35,646-100%$3.0M———
Arbor Trust Wealth Advisors, LLC
N/A—35,485-35,485-100%$2.9M———
Stokes Family Office, LLC
N/A—35,010-35,010-100%$2.9M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—34,342-34,342-100%$2.8M———
Fiduciary Group, LLC
N/A—33,524-33,524-100%$2.8M———
TRU Independence Asset Management 2, LLC
N/A—33,257-33,257-100%$2.8M———
Fiduciary Financial Advisors
N/A—33,192-33,192-100%$2.7M———
Napier Financial, LLC
N/A—32,808-32,808-100%$2.7M———
Sankala Group LLC
N/A—32,529-32,529-100%$2.6M———
Shufro Rose & Co LLC
N/A—32,469-32,469-100%$2.7M———
Pursue Wealth Partners LLC
N/A—31,903-31,903-100%$2.6M———
Yukon Wealth Management, Inc.
N/A—31,692-31,692-100%$2.6M———
Inspire Advisors, LLC
N/A—31,559-31,559-100%$2.6M———
TFO Wealth Partners, LLC
N/A—31,177-31,177-100%$2.6M———
Magnolia Capital Advisors LLC
N/A—30,872-30,872-100%$2.6M———
Vista Cima Wealth Management LLC
N/A—30,472-30,472-100%$2.5M———
Tyche Wealth Partners LLC
N/A—30,354-30,354-100%$2.5M———
Voya Investment Management LLC
N/A—30,258-30,258-100%$2.5M———
Corsicana & Co.
N/A—30,193-30,193-100%$2.5M———
EFG International AG
N/A—29,763-29,763-100%$2.5M———
Alta Wealth Advisors LLC
N/A—29,519-29,519-100%$2.4M———
Rollins Financial Advisors, LLC
N/A—29,170-29,170-100%$2.4M———
Maridea Wealth Management LLC
N/A—28,933-28,933-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—28,896-28,896-100%$2.4M———
Fortis Advisors, LLC
N/A—28,417-28,417-100%$2.4M———
Precision Wealth Strategies, LLC
N/A—28,377-28,377-100%$2.4M———
Clarendon Private LLC
N/A—28,027-28,027-100%$2.3M———
Kintra Wealth, LLC
N/A—27,830-27,830-100%$2.3M———
Diversified Trust Co
N/A—27,788-27,788-100%$2.3M———
Auxano Advisors, LLC
N/A—27,703-27,703-100%$2.3M———
Optiver Holding B.V.
N/A—27,297-27,297-100%$2.3M———
Capital Investment Management, Inc.
N/A—27,122-27,122-100%$2.2M———
Providence Capital Advisors, LLC
N/A—27,122-27,122-100%$2.2M———
JT Stratford LLC
N/A—26,912-26,912-100%$2.2M———
Cambient Family Office, LLC
N/A—26,538-26,538-100%$2.2M———
Centaurus Financial, Inc.
N/A—26,392-26,392-100%$2.2M———
Heritage Trust Co
N/A—26,205-26,205-100%$2.2M———
Seldon Capital LP
N/A—26,019-26,019-100%$2.2M———
Cape ANN Savings Bank
N/A—25,875-25,875-100%$2.1M———
Vanguard Advisers Inc
N/A—25,629-25,629-100%$2.1M———
JMG Financial Group, Ltd.
N/A—25,599-25,599-100%$2.1M———
Strategic Financial Planning, Inc.
N/A—25,335-25,335-100%$2.1M———
Wick Capital Partners, LLC
N/A—25,114-25,114-100%$3.7M———
Morris Financial Concepts, Inc.
N/A—24,455-24,455-100%$2.0M———
Geometric Wealth Advisors
N/A—24,400-24,400-100%$2.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—24,212-24,212-100%$2.0M———
Tolleson Wealth Management, Inc.
N/A—24,092-24,092-100%$2.0M———
Garrison Point Advisors, LLC
N/A—24,006-24,006-100%$2.0M———
LGL Partners, LLC
N/A—23,972-23,972-100%$2.0M———
Hamilton Wealth, LLC
N/A—23,743-23,743-100%$2.0M———
Advocacy Wealth Management, LLC
N/A—23,495-23,495-100%$1.9M———
IFC Advisors LLC
N/A—23,384-23,384-100%$1.9M———
Argent Advisors, Inc.
N/A—23,246-23,246-100%$1.9M———
Evercore Wealth Management, LLC
N/A—23,238-23,238-100%$1.9M———
Regimen Wealth, LLC
N/A—23,136-23,136-100%$1.9M———
MainStreet Investment Advisors LLC
N/A—22,967-22,967-100%$1.9M———
Vision Retirement, LLC
N/A—22,689-22,689-100%$1.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—22,564-22,564-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—22,517-22,517-100%$1.9M———
RiverGlades Family Offices LLC
N/A—22,401-22,401-100%$1.9M———
Payne Capital LLC
N/A—22,320-22,320-100%$1.8M———
Sovereign Financial Group, Inc.
N/A—22,259-22,259-100%$1.8M———
Schroder Investment Management Group
N/A—21,957-21,957-100%$1.8M———
Centennial Bank
N/A—21,870-21,870-100%$1.8M———
Madison Wealth Partners, Inc
N/A—21,637-21,637-100%$1.8M———
AXA S.A.
N/A—21,600-21,600-100%$1.8M———
Transamerica Financial Advisors, LLC
N/A—21,575-21,575-100%$1.8M———
Massachusetts Financial Services Co
N/A—21,453-21,453-100%$1.8M———
Johnson Investment Counsel Inc
N/A—21,357-21,357-100%$1.8M———
Vantus Wealth LLC
N/A—21,351-21,351-100%$1.8M———
GeoWealth Management, LLC
N/A—21,239-21,239-100%$1.8M———
Silvercrest Asset Management Group LLC
N/A—21,224-21,224-100%$1.8M———
Tocqueville Asset Management L.P.
N/A—20,919-20,919-100%$1.7M———
Orcam Financial Group
N/A—20,912-20,912-100%$1.7M———
Hopwood Nicholas Hunter
N/A—20,195-20,195-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—20,143-20,143-100%$1.7M———
Mosaic Family Wealth Partners, LLC
N/A—20,136-20,136-100%$1.7M———
CIBC World Market Inc.
N/A—20,126-20,126-100%$1.7M———
Advisors Capital Management, LLC
N/A—19,627-19,627-100%$1.6M———
Belpointe Asset Management LLC
N/A—19,220-19,220-100%$1.6M———
HighPoint Advisor Group LLC
N/A—18,965-18,965-100%$1.6M———
Arvest Bank Trust Division
N/A—18,777-18,777-100%$1.6M———
Tillman Hartley LLC
N/A—18,470-18,470-100%$1.5M———
Cahill Financial Advisors Inc
N/A—18,291-18,291-100%$1.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—18,244-18,244-100%$1.5M———
Stelac Advisory Services LLC
N/A—18,219-18,219-100%$1.5M———
IMA Advisory Services, Inc.
N/A—18,037-18,037-100%$1.5M———
Investor's Fiduciary Advisor Network, LLC
N/A—18,002-18,002-100%$1.5M———
Tiemann Investment Advisors, LLC
N/A—17,838-17,838-100%$1.5M———
Barnes Wealth Management Group, Inc
N/A—17,487-17,487-100%$1.4M———
Dearborn Partners LLC
N/A—17,345-17,345-100%$1.4M———
Roundview Capital LLC
N/A—17,236-17,236-100%$1.4M———
Arrowroot Family Office, LLC
N/A—17,191-17,191-100%$1.4M———
State of Wisconsin Investment Board
N/A—17,100-17,100-100%$1.4M———
American Trust
N/A—17,032-17,032-100%$1.4M———
Jump Financial, LLC
N/A—16,975-16,975-100%$1.4M———
Strategic Wealth Partners, Ltd.
N/A—16,889-16,889-100%$1.4M———
GWN Securities Inc.
N/A—16,685-16,685-100%$1.4M———
Aspire Growth Partners LLC
N/A—16,607-16,607-100%$1.4M———
Pursuit Wealth Strategies, LLC
N/A—16,593-16,593-100%$1.4M———
Tudor Financial Inc.
N/A—16,476-16,476-100%$1.4M———
17 Capital Partners, LLC
N/A—16,401-16,401-100%$1.4M———
Conservest Capital Advisors, Inc.
N/A—16,309-16,309-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—16,308-16,308-100%$1.4M———
New Republic Capital, LLC
N/A—16,121-16,121-100%$1.3M———
Greenline Partners, LLC
N/A—16,030-16,030-100%$1.3M———
Daybright Advisory Services, Inc.
N/A—15,958-15,958-100%$1.2M———
Verity Wealth Advisors
N/A—15,912-15,912-100%$1.3M———
Noble Wealth Partners LLC
N/A—15,902-15,902-100%$1.3M———
Vista Investment Management
N/A—15,800-15,800-100%$1.3M———
1607 Capital Partners, LLC
N/A—15,660-15,660-100%$1.3M———
Independent Advisor Alliance
N/A—15,658-15,658-100%$1.3M———
Clearwater Capital Advisors, LLC
N/A—15,651-15,651-100%$1.3M———
Talisman Wealth Advisors LLC
N/A—15,525-15,525-100%$1.3M———
Northwest Bancshares, Inc.
N/A—15,461-15,461-100%$1.3M———
BTG Pactual Asset Management US LLC
N/A—15,430-15,430-100%$1.3M———
TAGStone Capital, Inc.
N/A—15,283-15,283-100%$1.3M———
Tranquilli Financial Advisor LLC
N/A—15,101-15,101-100%$1.3M———
Atlas Legacy Advisors, LLC
N/A—15,085-15,085-100%$1.2M———
Laffer Tengler Investments, Inc.
N/A—15,068-15,068-100%$1.2M———
Vantage Point Financial LLC
N/A—14,816-14,816-100%$1.2M———
Highview Capital Management LLC
N/A—14,685-14,685-100%$1.2M———
Strategic Financial Services, Inc.
N/A—14,608-14,608-100%$1.2M———
Howe & Rusling Inc
N/A—14,502-14,502-100%$1.2M———
Maripau Wealth Management LLC
N/A—14,346-14,346-100%$1.2M———
Fiduciary Wealth Partners, LLC
N/A—14,272-14,272-100%$1.2M———
Van Diest Capital, LLC
N/A—14,215-14,215-100%$1.2M———
Hills Bank & Trust Co
N/A—13,960-13,960-100%$1.2M———
Cassady Wealth & Retirement Planning, LLC
N/A—13,856-13,856-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—13,855-13,855-100%$1.1M———
Strategic Advisory Partners, LLC
N/A—13,800-13,800-100%$1.1M———
Aurdan Capital Management, LLC
N/A—13,759-13,759-100%$1.1M———
BOK Financial Private Wealth, Inc.
N/A—13,719-13,719-100%$1.1M———
JDM Financial Group LLC
N/A—13,648-13,648-100%$1.1M———
Bienville Capital Management, LLC
N/A—13,117-13,117-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—13,012-13,012-100%$1.1M———
Vanguard National Trust Co
N/A—12,992-12,992-100%$1.1M———
Pgim Custom Harvest LLC
N/A—12,985-12,985-100%$1.1M———
Fourth Dimension Wealth, LLC
N/A—12,919-12,919-100%$1.1M———
Clare Market Investments LLC
N/A—12,701-12,701-100%$1.1M———
Roble, Belko & Company, Inc
N/A—12,636-12,636-100%$1.0M———
Westwood Holdings Group Inc
N/A—12,600-12,600-100%$1.0M———
Paces Ferry Wealth Advisors, LLC
N/A—12,556-12,556-100%$1.0M———
Proficio Capital Partners LLC
N/A—12,371-12,371-100%$1.0M———
Hexagon Capital Partners LLC
N/A—12,361-12,361-100%$1.0M———
HBK Sorce Advisory LLC
N/A—12,340-12,340-100%$986.7K———
FLP Wealth Management, LLC
N/A—12,259-12,259-100%$1.0M———
Pacific Point Advisors, LLC
N/A—12,238-12,238-100%$1.0M———
Wealthgarden F.S. LLC
N/A—12,177-12,177-100%$1.0M———
Ethos Financial Group, LLC
N/A—12,170-12,170-100%$902.4K———
Summit Wealth Partners, LLC
N/A—12,162-12,162-100%$1.0M———
Zacks Investment Management
N/A—12,143-12,143-100%$1.0M———
Chevy Chase Trust Holdings, LLC
N/A—12,136-12,136-100%$1.0M———
Avos Capital Management, LLC
N/A—12,024-12,024-100%$996.1K———
Star Financial Bank
N/A—11,972-11,972-100%$991.8K———
W1m Asset Management Ltd
N/A—11,853-11,853-100%$982.2K———
Amundi
N/A—11,820-11,820-100%$979.2K———
Parkwoods Wealth Partners, LLC
N/A—11,810-11,810-100%$978.3K———
Cary Street Partners Financial LLC
N/A—11,743-11,743-100%$972.8K———
Cogent Private Wealth, Inc.
N/A—11,717-11,717-100%$970.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—11,596-11,596-100%$960.6K———
Basecamp Wealth Advisors LLC
N/A—11,595-11,595-100%$960.5K———
Klingenstein Fields & Co LP
N/A—11,575-11,575-100%$958.9K———
Owen LaRue, LLC
N/A—11,424-11,424-100%$946.4K———
Westmount Partners, LLC
N/A—11,308-11,308-100%$936.8K———
CVA Family Office, LLC
N/A—11,133-11,133-100%$922.3K———
Guardian Wealth Advisors, LLC / NC
N/A—11,024-11,024-100%$913.2K———
Stephens Inc
N/A—10,988-10,988-100%$910.3K———
Theory Financial LLC
N/A—10,908-10,908-100%$903.6K———
Petix & Botte Co
N/A—10,896-10,896-100%$902.6K———
Bogart Wealth, LLC
N/A—10,888-10,888-100%$902.0K———
Hilltop Holdings Inc.
N/A—10,873-10,873-100%$900.7K———
Haverford Financial Services, Inc.
N/A—10,840-10,840-100%$898.0K———
Wellington-Altus USA Inc.
N/A—10,828-10,828-100%$755.3K———
Greykasell Wealth Strategies, Inc.
N/A—10,755-10,755-100%$890.9K———
Millington Financial Advisors, LLC
N/A—10,699-10,699-100%$823.6K———
Tulsa Wealth Advisors, Inc
N/A—10,674-10,674-100%$884.2K———
Lifeworks Advisors, LLC
N/A—10,599-10,599-100%$878.0K———
Plum Street Advisors, LLC
N/A—10,265-10,265-100%$850.4K———
Vanguard Personalized Indexing Management, LLC
N/A—10,116-10,116-100%$838.0K———
North Dallas Bank & Trust Co
N/A—9,940-9,940-100%$823.4K———
Potentia Wealth
N/A—9,908-9,908-100%$820.8K———
Fisher Asset Management, LLC
N/A—9,904-9,904-100%$820.5K———
TRB Wealth Management, LLC
N/A—9,846-9,846-100%$815.7K———
Cornerstone Advisors Asset Management, LLC
N/A—9,800-9,800-100%$811.8K———
Essex Financial Services, Inc.
N/A—9,786-9,786-100%$810.7K———
Glassman Wealth Services
N/A—9,687-9,687-100%$802.5K———
Redwood Investment Management, LLC
N/A—9,670-9,670-100%$801.0K———
Berger Financial Group, Inc
N/A—9,565-9,565-100%$792.4K———
BlackDiamond Wealth Management, LLC
N/A—9,552-9,552-100%$760.0K———
Van Hulzen Asset Management, LLC
N/A—9,526-9,526-100%$789.1K———
Iconiq Capital, LLC
N/A—9,510-9,510-100%$787.8K———
Vistica Wealth Advisors, LLC
N/A—9,506-9,506-100%$787.5K———
Lcnb Corp
N/A—9,417-9,417-100%$780.1K———
Black Cypress Capital Management, LLC
N/A—9,408-9,408-100%$779.4K———
Wayfinding Financial, LLC
N/A—9,406-9,406-100%$779.0K———
SHP Wealth Management
N/A—9,301-9,301-100%$770.5K———
Storgate, LLC
N/A—9,211-9,211-100%$763.0K———
Seeds Investor LLC
N/A—9,134-9,134-100%$756.7K———
Talon Private Wealth, LLC
N/A—9,051-9,051-100%$749.7K———
Madison Asset Management, LLC
N/A—9,030-9,030-100%$748.0K———
Vista Capital Partners, Inc.
N/A—8,939-8,939-100%$740.5K———
Summit Wealth Group, LLC
N/A—8,929-8,929-100%$739.7K———
Fortis Capital Management LLC
N/A—8,923-8,923-100%$739.1K———
BFC Planning, Inc.
N/A—8,902-8,902-100%$737.4K———
Moneda S.A. Administradora General de Fondos
N/A—8,855-8,855-100%$733.5K———
Mayport, LLC
N/A—8,839-8,839-100%$732.2K———
Collaborative Capital Advisors LLC
N/A—8,802-8,802-100%$729.2K———
Impact Partnership Wealth, LLC
N/A—8,647-8,647-100%$716.3K———
Compass Capital Corp
N/A—8,605-8,605-100%$699.2K———
FSA Advisors, Inc.
N/A—8,444-8,444-100%$696.0K———
GW&K Investment Management, LLC
N/A—8,402-8,402-100%$696.0K———
Bank of Marin
N/A—8,364-8,364-100%$692.9K———
IF Advisors, LLC
N/A—8,279-8,279-100%$685.8K———
C M Bidwell & Associates LTD
N/A—8,234-8,234-100%$682.1K———
Foster & Motley Inc
N/A—8,159-8,159-100%$676.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,100-8,100-100%$671.0K———
Legacy Capital Group California, Inc.
N/A—8,070-8,070-100%$668.5K———
Colter Lewis Investment Partners LLC
N/A—8,041-8,041-100%$666.1K———
TPG Financial Advisors, LLC
N/A—8,039-8,039-100%$666.0K———
Alteri Wealth LLC
N/A—8,021-8,021-100%$664.4K———
USA Financial Formulas
N/A—8,021-8,021-100%$664.5K———
1ST Source Bank
N/A—7,536-7,536-100%$624.3K———
MorganRosel Wealth Management, LLC
N/A—7,532-7,532-100%$624.0K———
Wellington Grp LLC
N/A—7,449-7,449-100%$617.1K———
McNamara Financial Services, Inc.
N/A—7,428-7,428-100%$615.3K———
Empirical Asset Management, LLC
N/A—7,413-7,413-100%$614.1K———
Manhattan West Asset Management, LLC
N/A—7,280-7,280-100%$603.1K———
J.E. Simmons & Co., P.C.
N/A—7,235-7,235-100%$599.4K———
Simmons Bank
N/A—7,230-7,230-100%$598.9K———
Calton & Associates, Inc.
N/A—7,209-7,209-100%$597.2K———
Ally Invest Advisors Inc.
N/A—7,064-7,064-100%$585.2K———
Spartan Wealth Advisory Services LLC
N/A—7,043-7,043-100%$583.4K———
Walsh & Associates, LLC
N/A—7,037-7,037-100%$582.9K———
Alpha Financial Partners LLC
N/A—7,008-7,008-100%$580.5K———
Tidal Investments LLC
N/A—6,962-6,962-100%$576.7K———
Patron Partners, LLC
N/A—6,923-6,923-100%$573.5K———
Thompson David Blair
N/A—6,870-6,870-100%$569.1K———
Clear Investment Research, LLC
N/A—6,841-6,841-100%$566.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,817-6,817-100%$564.8K———
Brookwood Investment Group LLC
N/A—6,794-6,794-100%$562.8K———
Compton Financial Group, LLC
N/A—6,781-6,781-100%$561.8K———
Beckerman Institutional, LLC
N/A—6,739-6,739-100%$558.2K———
Wilshire Advisors LLC
N/A—6,739-6,739-100%$558.3K———
Daner Wealth Management, LLC
N/A—6,739-6,739-100%$547.8K———
Fortis Capital Advisors, LLC
N/A—6,712-6,712-100%$556.1K———
Dunhill Financial, LLC
N/A—6,705-6,705-100%$555.5K———
Jackson Thornton Wealth Management, LLC
N/A—6,652-6,652-100%$551.1K———
Main Street Financial Solutions, LLC
N/A—6,601-6,601-100%$546.8K———
Resurgent Financial Advisors LLC
N/A—6,510-6,510-100%$539.3K———
Pinney & Scofield, Inc.
N/A—6,344-6,344-100%$525.5K———
Spirepoint Private Client, LLC
N/A—6,340-6,340-100%$525.2K———
GatePass Capital, LLC
N/A—6,335-6,335-100%$524.8K———
Synergy Financial Group, LTD
N/A—6,260-6,260-100%$518.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,220-6,220-100%$515.3K———
Thoroughbred Financial Services, LLC
N/A—6,192-6,192-100%$512.0K———
Stillwater Private Wealth, LLC
N/A—6,129-6,129-100%$496———
VestGen Investment Management
N/A—6,105-6,105-100%$505.7K———
Karpus Management, Inc.
N/A—6,105-6,105-100%$505.7K———
CFO4Life Group, LLC
N/A—6,091-6,091-100%$504.6K———
Frisch Financial Group, Inc.
N/A—6,059-6,059-100%$501.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—6,008-6,008-100%$492.3K———
Private Capital Management, LLC
N/A—5,967-5,967-100%$494.3K———
Allium Financial Advisors, LLC
N/A—5,923-5,923-100%$490.7K———
Cedarwood Wealth LLC
N/A—5,911-5,911-100%$489.7K———
German American Bancorp, Inc.
N/A—5,879-5,879-100%$487.0K———
Collier Financial
N/A—5,844-5,844-100%$484.1K———
Glen Eagle Advisors, LLC
N/A—5,814-5,814-100%$481.6K———
Fayez Sarofim & Co
N/A—5,812-5,812-100%$481.5K———
Wulff, Hansen & Co.
N/A—5,804-5,804-100%$480.8K———
Investment Advisory Group, LLC
N/A—5,749-5,749-100%$476.3K———
Institute for Wealth Management, Llc.
N/A—5,748-5,748-100%$476.2K———
HM Payson & Co
N/A—5,735-5,735-100%$475.1K———
Steelhead Wealth Management LLC
N/A—5,733-5,733-100%$474.0K———
Strathmore Capital Advisors, Inc.
N/A—5,696-5,696-100%$451.7K———
Adventist Health System/ West
N/A—5,601-5,601-100%$464.0K———
BBR Partners, LLC
N/A—5,586-5,586-100%$462.7K———
Aviso Financial Inc.
N/A—5,548-5,548-100%$459.8K———
HBE Wealth Management, LLC
N/A—5,534-5,534-100%$458.4K———
Legacy PCG, LLC
N/A—5,534-5,534-100%$440.3K———
Sand Hill Global Advisors, LLC
N/A—5,519-5,519-100%$457.2K———
Highland Investment Advisors LLC
N/A—5,469-5,469-100%$453.0K———
Legacy Wealth Managment, LLC
N/A—5,430-5,430-100%$449.9K———
Aureus Asset Management, LLC
N/A—5,405-5,405-100%$447.8K———
SouthState Bank Corp
N/A—5,351-5,351-100%$443.3K———
Phillips Wealth Planners LLC
N/A—5,297-5,297-100%$422.6K———
WJ Financial Advisors LLC
N/A—5,294-5,294-100%$438.6K———
Everest Private Wealth
N/A—5,286-5,286-100%$437.9K———
Presidio Capital Management, LLC
N/A—5,255-5,255-100%$435.3K———
Stratos Investment Management, LLC
N/A—5,144-5,144-100%$426.1K———
Financial Strategies Group, Inc.
N/A—5,124-5,124-100%$406.3K———
Strategic Wealth Advisors LLC
N/A—5,059-5,059-100%$340———
Dopkins Wealth Management, LLC
N/A—5,034-5,034-100%$417.0K———
Tidemark, LLC
N/A—4,978-4,978-100%$412.4K———
Slagle Financial, LLC
N/A—4,966-4,966-100%$411.3K———
BNP Paribas Financial Markets
N/A—4,962-4,962-100%$411.1K———
ST Germain D J Co Inc
N/A—4,948-4,948-100%$409.9K———
Robinhood Asset Management, LLC
N/A—4,943-4,943-100%$409.5K———
Chesapeake Asset Management LLC
N/A—4,920-4,920-100%$307.4K———
Kavar Capital Partners Group, LLC
N/A—4,904-4,904-100%$406.3K———
Windward Private Wealth Management Inc.
N/A—4,904-4,904-100%$406.2K———
New England Asset Management Inc
N/A—4,900-4,900-100%$405.9K———
Castle Wealth Management LLC
N/A—4,824-4,824-100%$399.6K———
Collaborative Wealth Managment Inc.
N/A—4,817-4,817-100%$399.0K———
Burling Wealth Partners, LLC
N/A—4,814-4,814-100%$398.8K———
West Michigan Advisors, LLC
N/A—4,779-4,779-100%$395.9K———
JPL Wealth Management, LLC
N/A—4,674-4,674-100%$387.2K———
Little House Capital LLC
N/A—4,642-4,642-100%$384.6K———
Rowlandmiller & Partners.adv
N/A—4,639-4,639-100%$384.3K———
Clearbridge Investments, LLC
N/A—4,635-4,635-100%$384.0K———
Raffa Wealth Management, LLC
N/A—4,610-4,610-100%$381.9K———
Fielder Capital Group LLC
N/A—4,605-4,605-100%$381.5K———
Pallas Capital Advisors LLC
N/A—4,568-4,568-100%$378.5K———
Marble Harbor Investment Counsel, LLC
N/A—4,545-4,545-100%$376.5K———
Gilbert & Cook, Inc.
N/A—4,539-4,539-100%$376.0K———
Arcus Capital Partners, LLC
N/A—4,536-4,536-100%$375.7K———
First Western Trust Bank
N/A—4,387-4,387-100%$363.4K———
Curtis Wealth Management LLC
N/A—4,356-4,356-100%$360.9K———
Bragg Financial Advisors, Inc
N/A—4,351-4,351-100%$360.4K———
1015 Capital Partners, LLC
N/A—4,327-4,327-100%$358.4K———
Baldwin Investment Management, LLC
N/A—4,324-4,324-100%$358.2K———
Marshall Financial Group, LLC
N/A—4,301-4,301-100%$356.3K———
Axis Wealth Partners, LLC
N/A—4,280-4,280-100%$354.6K———
Balanced Rock Investment Advisors LLC
N/A—4,277-4,277-100%$354.3K———
Donaldson Capital Management, LLC
N/A—4,269-4,269-100%$353.6K———
HHM Wealth Advisors, LLC
N/A—4,232-4,232-100%$350.6K———
Farmers National Bank
N/A—4,232-4,232-100%$350.6K———
Keener Financial Planning LLC
N/A—4,231-4,231-100%$350.0K———
First National Bank & Trust Co of Newtown
N/A—4,210-4,210-100%$326.7K———
Petra Financial Advisors Inc
N/A—4,199-4,199-100%$347.8K———
Monograph Wealth Advisors, LLC
N/A—4,192-4,192-100%$347.3K———
Port Capital LLC
N/A—4,182-4,182-100%$346.4K———
J. M. Brown & Associates Inc.
N/A—4,103-4,103-100%$339.9K———
Matrix Private Capital Group LLC
N/A—4,093-4,093-100%$339.1K———
Investment Counsel Co of Nevada
N/A—4,081-4,081-100%$338.1K———
Sound View Wealth Advisors Group, LLC
N/A—4,066-4,066-100%$336.8K———
Stonebridge Financial Group, LLC
N/A—4,031-4,031-100%$333.0K———
Kiley Juergens Wealth Management, LLC
N/A—4,026-4,026-100%$333.5K———
Kera Capital Partners, Inc.
N/A—4,005-4,005-100%$331.8K———
Drucker Wealth 3.0, LLC
N/A—4,003-4,003-100%$331.6K———
Warther Private Wealth, LLC
N/A—4,000-4,000-100%$331.4K———
Novak & Powell Financial Services, Inc.
N/A—3,974-3,974-100%$329.2K———
Edgestream Partners, L.P.
N/A—3,965-3,965-100%$328.5K———
Financial Freedom, LLC
N/A—3,962-3,962-100%$328.2K———
Partners in Financial Planning
N/A—3,948-3,948-100%$327.1K———
Genesis Wealth Advisors, LLC
N/A—3,928-3,928-100%$325.4K———
Wealth Care LLC
N/A—3,883-3,883-100%$321.7K———
Harbor Advisory Corp
N/A—3,810-3,810-100%$315.6K———
Citizens Business Bank
N/A—3,801-3,801-100%$314.9K———
First National Advisers, LLC
N/A—3,760-3,760-100%$311.5K———
Sargent Investment Group, LLC
N/A—3,745-3,745-100%$310.2K———
Meridian Wealth Advisors, LLC
N/A—3,730-3,730-100%$309.0K———
Oakwell Private Wealth Management, LLC
N/A—3,717-3,717-100%$307.9K———
Koss-Olinger Consulting, LLC
N/A—3,682-3,682-100%$305.0K———
One Charles Private Wealth Services, LLC
N/A—3,674-3,674-100%$304.4K———
Invictus Private Wealth, LLC
N/A—3,625-3,625-100%$300.3K———
Tradition Wealth Management, LLC
N/A—3,588-3,588-100%$297.3K———
Novus Advisors, LLC
N/A—3,576-3,576-100%$296.2K———
Kirtland Hills Capital Management, LLC
N/A—3,554-3,554-100%$294.4K———
Motco
N/A—3,550-3,550-100%$294.1K———
Pacific Financial Group Inc
N/A—3,526-3,526-100%$292.1K———
Riverview Trust Co
N/A—3,526-3,526-100%$292.1K———
Swan Global Investments, LLC
N/A—3,511-3,511-100%$290.9K———
Byrne Financial Freedom, LLC
N/A—3,503-3,503-100%$290.2K———
Duncan Williams Asset Management, LLC
N/A—3,501-3,501-100%$290.0K———
Osborne Partners Capital Management, LLC
N/A—3,487-3,487-100%$288.9K———
Rothschild Investment LLC
N/A—3,477-3,477-100%$288.0K———
Golden Road Advisors LLC
N/A—3,469-3,469-100%$287.4K———
Retirement Income Solutions, Inc
N/A—3,466-3,466-100%$241.8K———
Capital Advisors Inc
N/A—3,438-3,438-100%$284.8K———
Davis R M Inc
N/A—3,389-3,389-100%$280.7K———
Bearing Point Capital, LLC
N/A—3,384-3,384-100%$280.3K———
Ascent Advisors, LLC
N/A—3,348-3,348-100%$269.9K———
Core Wealth Advisors, Inc.
N/A—3,331-3,331-100%$275.9K———
Ameriflex Group, Inc.
N/A—3,326-3,326-100%$275.5K———
Peak Retirement Planning, Inc.
N/A—3,309-3,309-100%$274.1K———
Saranac Partners Ltd
N/A—3,300-3,300-100%$273.4K———
Proactive Wealth Strategies LLC
N/A—3,298-3,298-100%$273.2K———
Timbuktu Capital Management, LLC
N/A—3,287-3,287-100%$272.3K———
Truepoint, Inc.
N/A—3,256-3,256-100%$269.8K———
Prelude Capital Management, LLC
N/A—3,220-3,220-100%$266.7K———
Fortress Private Ledger, LLC
N/A—3,196-3,196-100%$264.7K———
Paladin Advisory Group, LLC
N/A—3,174-3,174-100%$262.9K———
Drake & Associates, LLC
N/A—3,123-3,123-100%$258.7K———
Welch Capital Partners LLC
N/A—3,096-3,096-100%$256.0K———
Lavaca Capital LLC
N/A—3,051-3,051-100%$252.7K———
Advisory Alpha, LLC
N/A—3,047-3,047-100%$252.4K———
Vermillion & White Wealth Management Group, LLC
N/A—3,042-3,042-100%$252.0K———
Olde Wealth Management, LLC
N/A—3,030-3,030-100%$251.0K———
WNY Asset Management, LLC
N/A—3,000-3,000-100%$248.5K———
Delta Investment Management, LLC
N/A—2,981-2,981-100%$247.0K———
Aspire Capital Advisors LLC
N/A—2,977-2,977-100%$246.6K———
Strategies Wealth Advisors, LLC
N/A—2,942-2,942-100%$243.7K———
BankPlus Trust Department
N/A—2,929-2,929-100%$242.6K———
Silver OAK Securities, Incorporated
N/A—2,927-2,927-100%$242.5K———
ATLas Financial Planning LLC
N/A—2,922-2,922-100%$242.1K———
Intellectus Partners, LLC
N/A—2,918-2,918-100%$241.7K———
Keating Financial Advisory Services, Inc.
N/A—2,884-2,884-100%$238.9K———
Tailwinds Wealth, LLC
N/A—2,854-2,854-100%$236.4K———
Warner Group LLC
N/A—2,838-2,838-100%$235.1K———
Douglass Winthrop Advisors, LLC
N/A—2,777-2,777-100%$230.0K———
Front Row Advisors LLC
N/A—2,770-2,770-100%$221.3K———
Denver Wealth Management, Inc.
N/A—2,758-2,758-100%$228.5K———
NerdWallet Wealth Partners, LLC
N/A—2,747-2,747-100%$227.7K———
Operose Advisors LLC
N/A—2,744-2,744-100%$227.3K———
XTX Topco Ltd
N/A—2,737-2,737-100%$226.7K———
Cvfg LLC
N/A—2,736-2,736-100%$226.7K———
Claris Advisors, LLC / MO /
N/A—2,731-2,731-100%$226.2K———
Bellars Harris Wealth Management, LLC
N/A—2,693-2,693-100%$223.1K———
S Harris Financial Group, LLC
N/A—2,684-2,684-100%$222.4K———
Goldstone Financial Group, LLC
N/A—2,669-2,669-100%$221.1K———
LaSalle St. Investment Advisors, LLC
N/A—2,659-2,659-100%$220.3K———
Banque Cantonale Vaudoise
N/A—2,658-2,658-100%$221.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,654-2,654-100%$219.9K———
Bitterroot Capital Advisors LLC
N/A—2,648-2,648-100%$219.4K———
URS Advisory LLC
N/A—2,596-2,596-100%$215.1K———
Francis Financial, Inc.
N/A—2,571-2,571-100%$213.0K———
Marex Group Ltd
N/A—2,567-2,567-100%$212.7K———
Capital Advisor Network LLC
N/A—2,528-2,528-100%$209.4K———
Round Rock Advisors LLC
N/A—2,525-2,525-100%$209.2K———
Optas, LLC
N/A—2,510-2,510-100%$207.9K———
Peregrine Asset Advisers, Inc.
N/A—2,508-2,508-100%$207.8K———
Genesis Financial Group, LLC
N/A—2,498-2,498-100%$207.0K———
BCS Private Wealth Management, Inc.
N/A—2,492-2,492-100%$206.4K———
New World Advisors LLC
N/A—2,478-2,478-100%$205.3K———
Purpose Unlimited Inc.
N/A—2,266-2,266-100%$187.4K———
Basepoint Wealth LLC
N/A—2,137-2,137-100%$177.0K———
Cardiff Park Advisors, LLC
N/A—2,130-2,130-100%$176.4K———
Zions Bancorporation, National Association
N/A—1,895-1,895-100%$157.0K———
Beaird Harris Wealth Management, LLC
N/A—1,871-1,871-100%$155.0K———
Hantz Financial Services, Inc.
N/A—1,870-1,870-100%$155.0K———
RED Reef Advisors LLC
N/A—1,754-1,754-100%$145.3K———
Anchor Investment Management, LLC
N/A—1,703-1,703-100%$141.1K———
Integrity Financial Corp
N/A—1,660-1,660-100%$137.5K———
IAG Wealth Partners, LLC
N/A—1,566-1,566-100%$129.7K———
Godfrey Financial Associates, Inc.
N/A—1,522-1,522-100%$126.1K———
Luken Investment Analytics, LLC
N/A—1,330-1,330-100%$110.2K———
Prestige Wealth Management Group LLC
N/A—1,262-1,262-100%$104.5K———
Tripletail Wealth Management, LLC
N/A—1,260-1,260-100%$100.6K———
Kerr Financial Planning Corp
N/A—1,195-1,195-100%$99.0K———
Proffitt & Goodson Inc
N/A—1,150-1,150-100%$95.3K———
Morse Asset Management, Inc
N/A—1,100-1,100-100%$91.1K———
Rice Partnership, LLC
N/A—1,064-1,064-100%$88.1K———
Millstone Evans Group, LLC
N/A—1,055-1,055-100%$87.4K———
Allied Private Wealth LLC
N/A—992-992-100%$79.7K———
MRP Capital Investments, LLC
N/A—983-983-100%$81.4K———
Sachetta, LLC
N/A—903-903-100%$74.8K———
Copia Wealth Management
N/A—879-879-100%$72.8K———
Nova Wealth Management, Inc.
N/A—874-874-100%$72.4K———
Coston, McIsaac & Partners
N/A—834-834-100%$69.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—806-806-100%$66.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—726-726-100%$60.2K———
Twin Lakes Capital Management, LLC
N/A—702-702-100%$58.2K———
Steigerwald, Gordon & Koch Inc.
N/A—674-674-100%$55.8K———
HighMark Wealth Management LLC
N/A—654-654-100%$54.1K———
Silicon Valley Capital Partners
N/A—643-643-100%$53.3K———
Medallion Wealth Advisors, LLC
N/A—632-632-100%$52.4K———
Nalls Sherbakoff Group, LLC
N/A—605-605-100%$50.1K———
Financial Gravity Companies, Inc.
N/A—570-570-100%$47.2K———
Quarry LP
N/A—520-520-100%$43.1K———
PlanVest Financial, Inc
N/A—517-517-100%$42.8K———
Darwin Wealth Management, LLC
N/A—503-503-100%$41.7K———
ESL Trust Services, LLC
N/A—460-460-100%$38.1K———
Ramirez Asset Management, Inc.
N/A—446-446-100%$36.9K———
Measured Wealth Private Client Group, LLC
N/A—424-424-100%$35.1K———
Security National Bank of SO DAK
N/A—420-420-100%$34.8K———
Cornerstone Financial Management LLC
N/A—419-419-100%$34.7K———
Sittner & Nelson, LLC
N/A—406-406-100%$33.6K———
Avalon Trust Co
N/A—400-400-100%$33.1K———
N.E.W. Advisory Services LLC
N/A—394-394-100%$32.6K———
Strategic Investment Solutions, Inc.
N/A—370-370-100%$30.7K———
Oakmont Advisory Group, LLC
N/A—345-345-100%$28.6K———
Edmond de Rothschild Holding S.A.
N/A—328-328-100%$27.2K———
Evolution Advisers, Inc.
N/A—300-300-100%$24———
S&T Bank
N/A—289-289-100%$23.9K———
Hamrick Investment Counsel, llc
N/A—285-285-100%$23.6K———
Mcguire Capital Advisors Inc
N/A—274-274-100%$22.7K———
CNB Bank
N/A—271-271-100%$22.5K———
Abound Financial, LLC
N/A—260-260-100%$21.5K———
Caldwell Sutter Capital, Inc.
N/A—255-255-100%$21.1K———
Oxford Financial Group, Ltd. LLC
N/A—251-251-100%$20.8K———
Frazier Financial Advisors, LLC
N/A—241-241-100%$20.0K———
PIN OAK Investment Advisors Inc
N/A—213-213-100%$18———
Atomic Invest LLC
N/A—208-208-100%$17.0K———
Atlantic Private Wealth, LLC
N/A—205-205-100%$16.9K———
Graney & King, LLC
N/A—182-182-100%$15.1K———
Colonial Trust Advisors
N/A—173-173-100%$14.3K———
Manning & Napier Advisors LLC
N/A—158-158-100%$12.9K———
Aventura Private Wealth, LLC
N/A—152-152-100%$12.6K———
Ameritas Investment Partners, Inc.
N/A—132-132-100%$11.0K———
Anchor Bay Capital, Inc.
N/A—129-129-100%$10.3K———
TD Capital Management LLC
N/A—107-107-100%$8.9K———
Delos Wealth Advisors, LLC
N/A—77-77-100%$6.4K———
XP Advisory US, Inc.
N/A—75-75-100%$6.2K———
1 North Wealth Services LLC
N/A—70-70-100%$5.8K———
Orion Capital Management LLC
N/A—67-67-100%$5.6K———
Dogwood Wealth Management LLC
N/A—64-64-100%$5.3K———
Cheviot Value Management, LLC
N/A—60-60-100%$5.0K———
Lummis Asset Management, LP
N/A—54-54-100%$4.5K———
Cbiz Investment Advisory Services, LLC
N/A—50-50-100%$3.5K———
Cypress Capital Management LLC (WY)
N/A—49-49-100%$4.1K———
Ross\johnson & Associates LLC
N/A—46-46-100%$3.8K———
Security National Bank of Sioux City Iowa
N/A—45-45-100%$3.7K———
Chelsea Counsel Co
N/A—40-40-100%$3.3K———
VSM Wealth Advisory, LLC
N/A—31-31-100%$2.6K———
Alerus Financial NA
N/A—24-24-100%$2.0K———
Caitlin John, LLC
N/A—19-19-100%$1.6K———
Imprint Wealth LLC
N/A—14-14-100%$1.2K———
Mpwm Advisory Solutions, LLC
N/A—12-12-100%$1.0K———
Longview Financial Advisors LLC
N/A—12-12-100%$995———
Westfuller Advisors, LLC
N/A—10-10-100%$828———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 2536 of 2536 institutions