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Ishares Core Dividend Growth (DGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares22,049,619 from 21,292,882
Change+756,737 (+4%)
Value$1.7B (+$48.5M)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares8,567,779 from 8,497,348
Change+70,431 (+1%)
Value$645.9M (+$1.9M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares7,132,894 from 7,235,888
Change-102,994 (-1%)
Value$537.7M (-$10.7M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares5,669,877 from 5,857,129
Change-187,252 (-3%)
Value$427.5M (-$16.5M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares3,114,188 from 3,114,188
Change0 (0%)
Value$234.8M (-$1.2M)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares2,923,060 from 2,959,117
Change-36,057 (-1%)
Value$220.4M (-$3.9M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares2,171,726 from 2,172,946
Change-1,220 (0%)
Value$163.7M (-$961.2K)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares2,168,271 from 2,036,157
Change+132,114 (+6%)
Value$163.5M (+$9.1M)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares2,164,936 from 2,122,891
Change+42,045 (+2%)
Value$163.2M (+$2.3M)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares1,398,060 from 1,274,825
Change+123,235 (+10%)
Value$105.4M (+$8.8M)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares1,323,679 from 1,430,575
Change-106,896 (-7%)
Value$99.8M (-$8.6M)
Filed 2026-11-06
First Command Advisory Services, Inc.
DECREASED
Shares1,252,286 from 1,443,278
Change-190,992 (-13%)
Value$94.4M (-$15.0M)
Filed 2026-11-05
Gratus Wealth Advisors, LLC
INCREASED
Shares1,244,328 from 1,243,096
Change+1,232 (+0%)
Value$93.8M (-$404.4K)
Filed 2026-10-26
Ledyard National Bank
INCREASED
Shares1,224,316 from 1,162,346
Change+61,970 (+5%)
Value$92.3M (+$4.2M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,059,198 from 1,125,372
Change-66,174 (-6%)
Value$79.9K (-$85.2M)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares873,549 from 752,651
Change+120,898 (+16%)
Value$65.9M (+$8.8M)
Filed 2026-10-13
First Business Financial Services, Inc.
INCREASED
Shares847,306 from 839,061
Change+8,245 (+1%)
Value$63.9M (+$286.0K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
DECREASED
Shares821,294 from 825,225
Change-3,931 (0%)
Value$61.9M (-$626.4K)
Filed 2026-10-01
MCF Advisors LLC
DECREASED
Shares806,686 from 840,366
Change-33,680 (-4%)
Value$60.8M (-$2.9M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares753,161 from 734,223
Change+18,938 (+3%)
Value$56.8M (+$1.1M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares741,934 from 749,089
Change-7,155 (-1%)
Value$55.9M (-$839.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares726,068 from 721,444
Change+4,624 (+1%)
Value$54.7M (+$60.0K)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares655,570 from 659,031
Change-3,461 (-1%)
Value$49.4M (-$524.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares615,804 from 604,034
Change+11,770 (+2%)
Value$46.4M (+$645.7K)
Filed 2026-10-26
Vaughan David Investments LLC
INCREASED
Shares589,991 from 576,397
Change+13,594 (+2%)
Value$44.5M (+$794.0K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares588,893 from 585,875
Change+3,018 (+1%)
Value$44.4M (-$6.8K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares565,899 from 411,438
Change+154,461 (+38%)
Value$43.5M (+$11.8M)
Filed 2026-10-13
Wolff Financial Management LLC
DECREASED
Shares560,895 from 564,374
Change-3,479 (-1%)
Value$42.3M (-$488.0K)
Filed 2026-10-23
Dagco, Inc.
INCREASED
Shares552,434 from 541,427
Change+11,007 (+2%)
Value$41.6M (+$613.3K)
Filed 2026-10-20
Scott Capital Advisors, LLC
INCREASED
Shares545,430 from 539,471
Change+5,959 (+1%)
Value$41.6M (+$746.2K)
Filed 2026-10-13
Earned Wealth Advisors, LLC
INCREASED
Shares543,371 from 536,322
Change+7,049 (+1%)
Value$41.0M (+$316.9K)
Filed 2026-11-06
Auto-Owners Insurance Co
UNCHANGED
Shares514,500 from 514,500
Change0 (0%)
Value$38.8M (-$205.8K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares502,555 from 483,103
Change+19,452 (+4%)
Value$40.8M (+$4.2M)
Filed 2026-10-30
Form Wealth Advisors, LLC
DECREASED
Shares490,299 from 507,127
Change-16,828 (-3%)
Value$37.0M (-$1.5M)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares483,085 from 506,229
Change-23,144 (-5%)
Value$36.4M (-$1.9M)
Filed 2026-10-21
Altus Wealth Management, LLC
INCREASED
Shares455,467 from 444,824
Change+10,643 (+2%)
Value$34.3M (+$624.4K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares437,599 from 416,883
Change+20,716 (+5%)
Value$33.0M (+$1.4M)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares434,613 from 428,139
Change+6,474 (+2%)
Value$32.8M (+$316.8K)
Filed 2026-10-23
Legacy Financial Strategies, LLC
INCREASED
Shares422,097 from 418,414
Change+3,683 (+1%)
Value$31.8M (+$110.3K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
INCREASED
Shares408,453 from 401,517
Change+6,936 (+2%)
Value$30.8M (+$362.3K)
Filed 2026-10-14
Adirondack Capital Advisors, LLC
INCREASED
Shares395,056 from 389,302
Change+5,754 (+1%)
Value$29.8M (+$278.0K)
Filed 2026-10-09
Sweeney & Michel, LLC
INCREASED
Shares390,542 from 385,673
Change+4,869 (+1%)
Value$29.4M (-$1.2M)
Filed 2026-10-16
D'Orazio & Associates, Inc.
DECREASED
Shares377,867 from 422,469
Change-44,602 (-11%)
Value$28.5M (-$3.5M)
Filed 2026-11-04
Svrn Asset Management, LLC
DECREASED
Shares352,210 from 352,342
Change-132 (0%)
Value$26.6M (-$150.9K)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED
Shares351,223 from 334,542
Change+16,681 (+5%)
Value$26.5M (+$1.1M)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares350,088 from 326,243
Change+23,845 (+7%)
Value$26.4M (+$1.7M)
Filed 2026-10-28
Davidson Capital Management Inc.
DECREASED
Shares347,389 from 351,056
Change-3,667 (-1%)
Value$26.2M (-$416.9K)
Filed 2026-10-15
Powers Advisory Group, LLC
INCREASED
Shares340,171 from 317,138
Change+23,033 (+7%)
Value$25.6M (+$1.6M)
Filed 2026-10-14
Summit Investment Advisory Services, LLC
DECREASED
Shares338,603 from 339,666
Change-1,063 (0%)
Value$25.5M (-$216.0K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares331,266 from 322,205
Change+9,061 (+3%)
Value$25.0M (+$554.2K)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares330,515 from 332,548
Change-2,033 (-1%)
Value$24.9M (-$286.3K)
Filed 2026-11-05
Allegheny Financial Group
INCREASED
Shares325,072 from 323,740
Change+1,332 (+0%)
Value$24.5M (-$29.1K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares319,497 from 317,525
Change+1,972 (+1%)
Value$24.1K (+$22)
Filed 2026-10-27
Meridian Financial Partners LLC
INCREASED
Shares319,132 from 317,378
Change+1,754 (+1%)
Value$25.1M (+$452.0K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares317,728 from 310,091
Change+7,637 (+2%)
Value$25.8M (+$2.2M)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares313,556 from 333,705
Change-20,149 (-6%)
Value$23.6M (-$1.7M)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares308,095 from 309,991
Change-1,896 (-1%)
Value$23.2M (-$266.9K)
Filed 2026-10-14
Vicus Capital
DECREASED
Shares305,349 from 309,153
Change-3,804 (-1%)
Value$23.0M (-$410.4K)
Filed 2026-11-05
Provident Wealth Management, LLC
DECREASED
Shares302,126 from 421,678
Change-119,552 (-28%)
Value$22.8M (-$9.2M)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED
Shares298,523 from 298,595
Change-72 (0%)
Value$23.5M (+$914.0K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares292,343 from 258,988
Change+33,355 (+13%)
Value$22.0M (+$2.4M)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares291,675 from 289,676
Change+1,999 (+1%)
Value$22.0M (+$34.8K)
Filed 2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares285,600 from 318,100
Change-32,500 (-10%)
Value$21.5M (-$2.6M)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares278,248 from 274,583
Change+3,665 (+1%)
Value$21.0M (+$166.4K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares276,657 from 275,263
Change+1,394 (+1%)
Value$20.9M (-$5.0K)
Filed 2026-11-04
Atwater Malick LLC
INCREASED
Shares272,999 from 264,081
Change+8,918 (+3%)
Value$20.6M (+$566.7K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares260,230 from 255,392
Change+4,838 (+2%)
Value$19.6M (+$262.6K)
Filed 2026-11-03
Cypress Financial Planning LLC
DECREASED
Shares243,711 from 267,041
Change-23,330 (-9%)
Value$18.4M (-$1.9M)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares242,848 from 242,848
Change0 (0%)
Value$18.4M ($0)
Filed 2026-11-03
Clear Wave Wealth Management LLC
DECREASED
Shares239,568 from 243,115
Change-3,547 (-1%)
Value$18.1M (-$364.7K)
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares239,378 from 232,615
Change+6,763 (+3%)
Value$18.0M (+$416.9K)
Filed 2026-10-09
IFS Advisors, LLC
DECREASED
Shares238,629 from 240,027
Change-1,398 (-1%)
Value$18.0M (-$201.4K)
Filed 2026-10-14
Capital Planning LLC
DECREASED
Shares238,262 from 240,778
Change-2,516 (-1%)
Value$18.0M (-$286.0K)
Filed 2026-10-09
truNorth Financial Services, Inc.
INCREASED
Shares236,942 from 236,045
Change+897 (+0%)
Value$17.9M (-$26.9K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
DECREASED
Shares236,634 from 265,749
Change-29,115 (-11%)
Value$17.8M (-$2.3M)
Filed 2026-10-15
46 Peaks LLC
DECREASED
Shares230,269 from 243,630
Change-13,361 (-5%)
Value$17.4M (-$1.1M)
Filed 2026-11-03
PFS Partners, LLC
DECREASED
Shares228,194 from 231,763
Change-3,569 (-2%)
Value$17.2M (-$361.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares223,466 from 197,951
Change+25,515 (+13%)
Value$16.8M (+$1.8M)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares221,780 from 216,385
Change+5,395 (+2%)
Value$16.7M (+$320.2K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
INCREASED
Shares220,495 from 202,235
Change+18,260 (+9%)
Value$17.9M (+$2.5M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares219,813 from 220,075
Change-262 (0%)
Value$16.6M (-$107.8K)
Filed 2026-10-13
Churchill Financial Advisors, LLC
INCREASED
Shares212,364 from 197,441
Change+14,923 (+8%)
Value$16.0M (+$1.0M)
Filed 2026-10-20
Well Done, LLC
DECREASED
Shares210,227 from 218,014
Change-7,787 (-4%)
Value$15.8M (-$674.3K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares205,989 from 205,356
Change+633 (+0%)
Value$15.5M (-$34.4K)
Filed 2026-10-02
FC Advisory LLC
INCREASED
Shares205,021 from 199,373
Change+5,648 (+3%)
Value$15.5M (+$346.0K)
Filed 2026-10-05
KOM Wealth Management Group, LLC
DECREASED
Shares201,542 from 206,662
Change-5,120 (-2%)
Value$15.2M (-$468.7K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
DECREASED
Shares198,417 from 200,797
Change-2,380 (-1%)
Value$15.0M (-$259.7K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares197,148 from 195,870
Change+1,278 (+1%)
Value$14.9M (+$18.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares194,925 from 183,920
Change+11,005 (+6%)
Value$14.7M (+$756.1K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares192,133 from 183,544
Change+8,589 (+5%)
Value$14.5M (+$574.1K)
Filed 2026-11-06
WealthPLAN Partners, LLC
DECREASED
Shares191,864 from 197,583
Change-5,719 (-3%)
Value$14.5M (-$510.2K)
Filed 2026-10-15
Ridgecrest Wealth Partners, LLC
INCREASED
Shares185,594 from 181,702
Change+3,892 (+2%)
Value$14.0M (+$220.7K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares180,677 from 173,693
Change+6,984 (+4%)
Value$13.6M (+$457.1K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares180,046 from 156,492
Change+23,554 (+15%)
Value$13.6M (+$1.6M)
Filed 2026-11-06
Atlas Private Wealth Advisors
INCREASED
Shares179,746 from 175,430
Change+4,316 (+2%)
Value$13.6M (+$255.2K)
Filed 2026-10-23
TriaGen Wealth Management LLC
INCREASED
Shares176,378 from 172,855
Change+3,523 (+2%)
Value$13.3M (+$196.5K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares173,926 from 171,292
Change+2,634 (+2%)
Value$13.2M (+$199.6K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares169,197 from 165,451
Change+3,746 (+2%)
Value$12.8M (+$216.2K)
Filed 2026-10-21
Journey Advisory Group, LLC
DECREASED
Shares168,734 from 175,501
Change-6,767 (-4%)
Value$12.7M (-$580.4K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares165,467 from 162,827
Change+2,640 (+2%)
Value$12.5M (+$133.9K)
Filed 2026-11-06
Beacon Advisors Holdings, LLC
INCREASED
Shares158,998 from 154,866
Change+4,132 (+3%)
Value$12.0M (+$249.6K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares158,760 from 157,628
Change+1,132 (+1%)
Value$12.0M (+$22.3K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares150,850 from 139,388
Change+11,462 (+8%)
Value$11.4M (+$808.3K)
Filed 2026-10-28
Targeted Financial Services LLC
DECREASED
Shares149,702 from 152,836
Change-3,134 (-2%)
Value$11.3M (-$297.4K)
Filed 2026-10-19
Sfam, LLC
INCREASED
Shares149,535 from 145,800
Change+3,735 (+3%)
Value$11.3M (+$223.3K)
Filed 2026-11-03
Forbes Financial Planning, Inc.
DECREASED
Shares147,112 from 148,966
Change-1,854 (-1%)
Value$11.1M (-$199.4K)
Filed 2026-10-23
Davidson Investment Advisors
DECREASED
Shares147,109 from 151,090
Change-3,981 (-3%)
Value$11.1M (-$360.6K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares145,775 from 143,317
Change+2,458 (+2%)
Value$11.0M (+$127.9K)
Filed 2026-10-22
Shepherd Financial Partners LLC
INCREASED
Shares144,523 from 141,358
Change+3,165 (+2%)
Value$10.9M (+$182.1K)
Filed 2026-11-03
HF Advisory Group, LLC
INCREASED
Shares141,759 from 136,472
Change+5,287 (+4%)
Value$10.7M (+$344.0K)
Filed 2026-10-09
Sterling Manor Financial, LLC
NEW
Shares141,531
Change+141,531
Value$10.7M
Filed 2026-10-21
Capital Investment Counsel, LLC
INCREASED
Shares139,603 from 135,187
Change+4,416 (+3%)
Value$10.5M (+$278.8K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares138,543 from 123,600
Change+14,943 (+12%)
Value$10.4M (+$1.1M)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares134,429 from 134,239
Change+190 (+0%)
Value$10.1M (-$39.4K)
Filed 2026-10-22
Wright Wealth LLC
INCREASED
Shares134,051 from 125,618
Change+8,433 (+7%)
Value$10.1M (+$585.5K)
Filed 2026-10-29
Parsons Capital Management Inc
INCREASED
Shares132,552 from 125,526
Change+7,026 (+6%)
Value$10.0M (+$479.5K)
Filed 2026-10-28
Forte Asset Management LLC
DECREASED
Shares131,951 from 143,805
Change-11,854 (-8%)
Value$9.9M (-$951.2K)
Filed 2026-10-13
Autumn Glory Partners, LLC
INCREASED
Shares131,217 from 114,631
Change+16,586 (+14%)
Value$9.9M (+$1.2M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares129,094 from 119,253
Change+9,841 (+8%)
Value$9.7K (-$9.0M)
Filed 2026-10-26
Pearl Planning LLC
INCREASED
Shares129,066 from 113,556
Change+15,510 (+14%)
Value$9.7M (+$1.1M)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares128,453 from 96,206
Change+32,247 (+34%)
Value$9.7M (+$2.4M)
Filed 2026-11-04
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares128,074 from 121,244
Change+6,830 (+6%)
Value$9.7M (+$466.4K)
Filed 2026-10-29
Princeton Global Asset Management LLC
DECREASED
Shares127,773 from 139,603
Change-11,830 (-8%)
Value$9.6M (-$947.7K)
Filed 2026-10-21
Fairway Financial, LLC
DECREASED
Shares127,452 from 161,709
Change-34,257 (-21%)
Value$9.6M (-$2.6M)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares127,164 from 122,979
Change+4,185 (+3%)
Value$9.6M (+$266.3K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED
Shares126,992 from 126,480
Change+512 (+0%)
Value$9.6M (-$12.0K)
Filed 2026-11-06
Meridian Financial Advisors, LLC
INCREASED
Shares126,135 from 123,859
Change+2,276 (+2%)
Value$9.5M (+$122.1K)
Filed 2026-10-14
Royal Fund Management, LLC
INCREASED
Shares125,534 from 125,302
Change+232 (+0%)
Value$9.5M (-$34.3K)
Filed 2026-10-22
Johnson & White Wealth Management, LLC
INCREASED
Shares123,526 from 120,428
Change+3,098 (+3%)
Value$9.3M (+$185.4K)
Filed 2026-11-03
Hoese & Co LLP
DECREASED
Shares123,114 from 123,301
Change-187 (0%)
Value$9.3M (-$64.6K)
Filed 2026-10-21
Philip James Wealth Mangement, LLC
DECREASED
Shares121,598 from 125,283
Change-3,685 (-3%)
Value$9.2M (-$327.7K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
INCREASED
Shares120,710 from 115,058
Change+5,652 (+5%)
Value$9.1M (+$380.1K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares120,612 from 138,845
Change-18,233 (-13%)
Value$9.1M (-$1.4M)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares119,653 from 120,701
Change-1,048 (-1%)
Value$9.0M (-$127.2K)
Filed 2026-10-16
ADG Wealth Management Group, LLC
INCREASED
Shares118,662 from 117,512
Change+1,150 (+1%)
Value$8.9M (+$39.7K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares118,028 from 114,039
Change+3,989 (+4%)
Value$8.9M (+$255.1K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares116,831 from 115,292
Change+1,539 (+1%)
Value$8.8M (+$69.9K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares116,621 from 123,793
Change-7,172 (-6%)
Value$8.8M (-$610.0K)
Filed 2026-10-13
TME Financial, Inc.
INCREASED
Shares116,211 from 111,584
Change+4,627 (+4%)
Value$8.8M (+$304.2K)
Filed 2026-10-14
Madson Wealth Advisors Inc
DECREASED
Shares116,160 from 118,526
Change-2,366 (-2%)
Value$8.8M (-$225.8K)
Filed 2026-10-13
Prota Financial, LLC
INCREASED
Shares115,968 from 114,115
Change+1,853 (+2%)
Value$8.7M (+$64.5K)
Filed 2026-10-08
Ayrshire Capital Management LLC
INCREASED
Shares115,857 from 68,474
Change+47,383 (+69%)
Value$8.7M (+$3.5M)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares115,310 from 114,293
Change+1,017 (+1%)
Value$8.7M (+$31.0K)
Filed 2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED
Shares114,874 from 115,466
Change-592 (-1%)
Value$8.7M (-$90.8K)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares114,655 from 102,799
Change+11,856 (+12%)
Value$9.0M (+$971.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares114,655 from 102,799
Change+11,856 (+12%)
Value$9.0M (+$971.9K)
Filed 2026-10-20
Crumly & Associates Inc.
DECREASED
Shares113,101 from 114,563
Change-1,462 (-1%)
Value$8.5M (-$156.0K)
Filed 2026-10-07
Matisse Capital
DECREASED
Shares111,609 from 111,661
Change-52 (0%)
Value$8.4M (-$48.6K)
Filed 2026-10-29
Correct Capital Wealth Management
DECREASED
Shares110,381 from 146,031
Change-35,650 (-24%)
Value$8.3M (-$2.7M)
Filed 2026-11-02
AtlasMark Financial, Inc
INCREASED
Shares108,197 from 106,864
Change+1,333 (+1%)
Value$8.2M (+$57.7K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares107,304 from 103,646
Change+3,658 (+4%)
Value$8.1M (+$234.3K)
Filed 2026-10-23
Keeler Thomas Management LLC
DECREASED
Shares106,856 from 110,156
Change-3,300 (-3%)
Value$8.1M (-$292.9K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
DECREASED
Shares106,017 from 107,581
Change-1,564 (-1%)
Value$8.0M (-$160.9K)
Filed 2026-10-20
Alhambra Investment Management LLC
INCREASED
Shares105,124 from 104,316
Change+808 (+1%)
Value$7.9M (+$19.2K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares105,090 from 115,370
Change-10,280 (-9%)
Value$7.9M (-$821.2K)
Filed 2026-10-08
Fiduciary Alliance LLC
DECREASED
Shares104,114 from 107,569
Change-3,455 (-3%)
Value$7.8M (-$303.5K)
Filed 2026-10-13
Schear Investment Advisers, LLC
NEW
Shares103,646
Change+103,646
Value$7.8M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares103,646 from 104,195
Change-549 (-1%)
Value$7.8M (-$83.1K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares103,295 from 139,109
Change-35,814 (-26%)
Value$7.8M (-$2.8M)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares102,196 from 103,140
Change-944 (-1%)
Value$7.7M (-$112.4K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares101,099 from 99,517
Change+1,582 (+2%)
Value$7.6M (+$79.5K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares101,045 from 101,054
Change-9 (0%)
Value$7.6M (-$41.1K)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
DECREASED
Shares100,930 from 134,517
Change-33,587 (-25%)
Value$7.6M (-$2.6M)
Filed 2026-10-16
Stillwater Wealth Management Group
INCREASED
Shares100,463 from 97,217
Change+3,246 (+3%)
Value$7.6M (+$205.9K)
Filed 2026-10-21
Towercrest Capital Management
DECREASED
Shares96,159 from 97,675
Change-1,516 (-2%)
Value$7.2M (-$153.4K)
Filed 2026-10-23
Wealth Group Ltd
DECREASED
Shares94,815 from 100,102
Change-5,287 (-5%)
Value$7.2M (-$402.6K)
Filed 2026-10-07
TD Waterhouse Canada Inc.
DECREASED
Shares94,805 from 96,188
Change-1,383 (-1%)
Value$7.2M (-$163.3K)
Filed 2026-10-16
Flagstar Securities, Inc
DECREASED
Shares94,793 from 106,728
Change-11,935 (-11%)
Value$7.1M (-$942.5K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
NEW
Shares93,592
Change+93,592
Value$7.1M
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares93,527 from 94,180
Change-653 (-1%)
Value$7.1M (-$86.9K)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares92,558 from 96,747
Change-4,189 (-4%)
Value$7.0M (-$354.5K)
Filed 2026-11-02
Vaquero Private Wealth, LTD
DECREASED
Shares92,403 from 103,388
Change-10,985 (-11%)
Value$7.0M (-$869.5K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares92,191 from 88,429
Change+3,762 (+4%)
Value$7.0M (+$248.3K)
Filed 2026-10-22
Ddfg, Inc
INCREASED
Shares89,875 from 81,918
Change+7,957 (+10%)
Value$6.8M (+$567.1K)
Filed 2026-10-15
Flagship Capital Management Inc.
DECREASED
Shares89,649 from 91,144
Change-1,495 (-2%)
Value$6.8M (-$149.2K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares88,413 from 86,080
Change+2,333 (+3%)
Value$6.7M (+$141.5K)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares87,547 from 89,612
Change-2,065 (-2%)
Value$6.6M (-$191.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares86,238 from 85,103
Change+1,135 (+1%)
Value$6.5M (+$51.5K)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares85,807 from 54,907
Change+30,900 (+56%)
Value$6.5M (+$2.3M)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares84,017 from 85,249
Change-1,232 (-1%)
Value$6.3M (-$127.0K)
Filed 2026-11-04
Endowment Wealth Management, Inc.
INCREASED
Shares83,547 from 75,683
Change+7,864 (+10%)
Value$6.3M (+$562.7K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares80,918 from 79,332
Change+1,586 (+2%)
Value$6.1M (+$87.8K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares78,219 from 74,958
Change+3,261 (+4%)
Value$5.9M (+$215.9K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares77,937 from 77,902
Change+35 (+0%)
Value$5.9M (-$28.6K)
Filed 2026-10-19
Smith Thornton Advisors LLC
INCREASED
Shares77,330 from 74,995
Change+2,335 (+3%)
Value$5.8M (+$39.6K)
Filed 2026-10-16
Accretive Wealth Partners, LLC
INCREASED
Shares76,806 from 72,373
Change+4,433 (+6%)
Value$5.8M (+$305.3K)
Filed 2026-11-06
Carlson Financial, Inc.
INCREASED
Shares76,313 from 74,069
Change+2,244 (+3%)
Value$5.8M (+$138.8K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares75,559 from 73,747
Change+1,812 (+2%)
Value$5.7M (+$107.1K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares72,716 from 74,075
Change-1,359 (-2%)
Value$5.5M (-$132.0K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares72,127 from 64,106
Change+8,021 (+13%)
Value$5.4M (+$579.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares71,385 from 69,089
Change+2,296 (+3%)
Value$5.4M (+$145.5K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
INCREASED
Shares71,162 from 56,964
Change+14,198 (+25%)
Value$5.4M (+$1.0M)
Filed 2026-10-15
JB Capital LLC
INCREASED
Shares71,048 from 68,743
Change+2,305 (+3%)
Value$5.4M (+$146.2K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares70,488 from 72,364
Change-1,876 (-3%)
Value$5.3M (-$170.4K)
Filed 2026-11-06
Concord Asset Management, LLC
DECREASED
Shares70,211 from 74,019
Change-3,808 (-5%)
Value$5.3M (-$316.7K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
INCREASED
Shares70,041 from 67,588
Change+2,453 (+4%)
Value$5.3M (+$157.9K)
Filed 2026-10-23
Keenan, LLC
DECREASED
Shares69,091 from 74,415
Change-5,324 (-7%)
Value$5.2M (-$431.2K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares68,227 from 65,070
Change+3,157 (+5%)
Value$5.1M (+$211.9K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares68,138 from 66,150
Change+1,988 (+3%)
Value$5.1M (+$123.4K)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares67,770 from 68,791
Change-1,021 (-1%)
Value$5.1M (-$104.5K)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares66,578 from 80,425
Change-13,847 (-17%)
Value$5.0M (-$1.1M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares66,549 from 62,576
Change+3,973 (+6%)
Value$5.3M (+$469.7K)
Filed 2026-10-27
SevenBridge Financial Group, LLC
INCREASED
Shares65,842 from 60,110
Change+5,732 (+10%)
Value$5.2M (+$441.7K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares65,766 from 63,281
Change+2,485 (+4%)
Value$5.0M (+$162.0K)
Filed 2026-11-05
Lynch Investment Planning, LLC
INCREASED
Shares65,624 from 64,725
Change+899 (+1%)
Value$4.9M (+$41.9K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares64,002 from 58,285
Change+5,717 (+10%)
Value$4.8M (+$407.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares62,814 from 61,277
Change+1,537 (+3%)
Value$4.7M (+$91.4K)
Filed 2026-10-08
Clarity Asset Management, Inc.
INCREASED
Shares61,104 from 58,024
Change+3,080 (+5%)
Value$4.6M (+$209.0K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares60,469 from 57,654
Change+2,815 (+5%)
Value$4.6M (+$189.2K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares60,409 from 65,479
Change-5,070 (-8%)
Value$4.6M (-$408.4K)
Filed 2026-10-20
Milestone Asset Management Group, LLC
INCREASED
Shares59,379 from 56,780
Change+2,599 (+5%)
Value$4.5M (+$173.2K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares59,256 from 54,419
Change+4,837 (+9%)
Value$4.5M (+$342.9K)
Filed 2026-10-26
Titleist Asset Management, LLC
DECREASED
Shares59,111 from 61,382
Change-2,271 (-4%)
Value$4.5M (-$195.8K)
Filed 2026-10-08
Focused Alpha, LLC
INCREASED
Shares59,013 from 57,543
Change+1,470 (+3%)
Value$4.4M (+$87.8K)
Filed 2026-10-20
Family Legacy, Inc.
DECREASED
Shares58,822 from 59,888
Change-1,066 (-2%)
Value$4.4M (-$104.3K)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares58,445 from 58,445
Change0 (0%)
Value$4.4M (-$23.4K)
Filed 2026-11-05
Directional Asset Management
INCREASED
Shares57,643 from 55,657
Change+1,986 (+4%)
Value$4.3M (+$127.4K)
Filed 2026-10-22
Lantern Wealth Advisors, LLC
DECREASED
Shares56,195 from 56,514
Change-319 (-1%)
Value$4.2M (-$46.7K)
Filed 2026-10-22
Perryman Financial Advisory Inc
INCREASED
Shares56,113 from 52,681
Change+3,432 (+7%)
Value$4.2M (+$237.7K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares55,973 from 54,797
Change+1,176 (+2%)
Value$4.2M (+$66.7K)
Filed 2026-10-26
Bonfire Financial
INCREASED
Shares55,554 from 40,725
Change+14,829 (+36%)
Value$4.2M (+$1.1M)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares54,908 from 54,420
Change+488 (+1%)
Value$4.1M (+$15.0K)
Filed 2026-11-04
Norway Savings Bank
INCREASED
Shares54,628 from 51,764
Change+2,864 (+6%)
Value$4.1M (+$195.2K)
Filed 2026-10-20
4J Wealth Management LLC
INCREASED
Shares53,706 from 49,430
Change+4,276 (+9%)
Value$4.0M (+$302.6K)
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares53,475 from 33,720
Change+19,755 (+59%)
Value$4.0M (+$1.5M)
Filed 2026-10-14
RVW Wealth, LLC
DECREASED
Shares53,408 from 54,548
Change-1,140 (-2%)
Value$4.0M (-$107.8K)
Filed 2026-10-06
Thrive Capital Management, LLC
DECREASED
Shares53,318 from 53,829
Change-511 (-1%)
Value$4.0M (-$60.0K)
Filed 2026-10-28
Ring Mountain Capital, LLC
INCREASED
Shares52,292 from 52,200
Change+92 (+0%)
Value$3.9M (-$13.9K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares52,221 from 47,577
Change+4,644 (+10%)
Value$3.9M (+$331.1K)
Filed 2026-10-29
TFB Advisors LLC
INCREASED
Shares52,199 from 7,000
Change+45,199 (+646%)
Value$3.9M (+$3.4M)
Filed 2026-11-02
Innovative Wealth Building LLC
DECREASED
Shares51,737 from 56,201
Change-4,464 (-8%)
Value$3.9M (-$359.0K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares51,594 from 45,955
Change+5,639 (+12%)
Value$3.9M (+$406.7K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares51,499 from 156,523
Change-105,024 (-67%)
Value$3.9M (-$8.0M)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares51,144 from 56,799
Change-5,655 (-10%)
Value$3.9M (-$449.1K)
Filed 2026-10-20
Aspiriant, LLC
DECREASED
Shares49,356 from 50,217
Change-861 (-2%)
Value$3.7M (-$85.0K)
Filed 2026-10-16
WBH Advisory Inc
INCREASED
Shares49,199 from 49,167
Change+32 (+0%)
Value$3.7M (-$17.2K)
Filed 2026-11-05
Weaver Consulting Group
INCREASED
Shares48,240 from 47,495
Change+745 (+2%)
Value$3.6M (+$37.2K)
Filed 2026-10-07
Guidance Point Advisors, LLC
DECREASED
Shares47,841 from 50,621
Change-2,780 (-5%)
Value$3.6M (-$229.9K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
NEW
Shares47,476
Change+47,476
Value$3.6M
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares47,312 from 13,368
Change+33,944 (+254%)
Value$3.6M (+$2.6M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares46,452 from 35,482
Change+10,970 (+31%)
Value$3.5M (+$812.9K)
Filed 2026-11-04
Oak Asset Management, LLC
INCREASED
Shares46,437 from 46,162
Change+275 (+1%)
Value$3.5M (+$2.3K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares46,382 from 46,382
Change0 (0%)
Value$3.5M ($0)
Filed 2026-10-06
Financial Concepts Unlimited, Inc.
INCREASED
Shares45,234 from 44,808
Change+426 (+1%)
Value$3.4M (+$14.2K)
Filed 2026-11-06
Fermata Advisors, LLC
DECREASED
Shares43,901 from 45,675
Change-1,774 (-4%)
Value$3.3M (-$152.0K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares43,851 from 42,021
Change+1,830 (+4%)
Value$3.3M (+$121.1K)
Filed 2026-10-14
Centerpoint Advisory Group
INCREASED
Shares42,891 from 40,176
Change+2,715 (+7%)
Value$3.2M (+$188.7K)
Filed 2026-10-23
Echo Wealth Management, LLC
INCREASED
Shares42,519 from 40,792
Change+1,727 (+4%)
Value$3.2M (+$113.9K)
Filed 2026-10-15
Flavin Financial Services, Inc.
DECREASED
Shares41,943 from 42,095
Change-152 (0%)
Value$3.2M (-$28.3K)
Filed 2026-10-21
Hofer & Associates. Inc
NEW
Shares41,916
Change+41,916
Value$3.2M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares41,916 from 41,563
Change+353 (+1%)
Value$3.2M (+$9.9K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares41,511 from 41,195
Change+316 (+1%)
Value$3.1M (+$7.4K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares41,486 from 41,855
Change-369 (-1%)
Value$3.1M (-$44.6K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares41,432 from 42,000
Change-568 (-1%)
Value$3.1M (-$59.6K)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares41,249 from 40,174
Change+1,075 (+3%)
Value$3.1M (+$65.0K)
Filed 2026-11-04
Oak Barrel Wealth Advisory LLC
DECREASED
Shares40,999 from 44,468
Change-3,469 (-8%)
Value$3.1M (-$279.3K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares40,892 from 71,070
Change-30,178 (-42%)
Value$3.1M (-$2.3M)
Filed 2026-10-08
MBE Wealth Management, LLC
DECREASED
Shares40,790 from 45,043
Change-4,253 (-9%)
Value$3.1M (-$338.7K)
Filed 2026-10-26
Cannon Advisors, Inc.
NEW
Shares40,122
Change+40,122
Value$3.1M
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares39,834 from 39,197
Change+637 (+2%)
Value$3.0M (+$51.0K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
INCREASED
Shares39,818 from 39,770
Change+48 (+0%)
Value$3.0M (-$12.3K)
Filed 2026-11-03
GSG Advisors LLC
INCREASED
Shares39,538 from 39,424
Change+114 (+0%)
Value$3.0M (-$7.2K)
Filed 2026-11-03
Beacon Financial Planning, Inc
INCREASED
Shares39,128 from 33,163
Change+5,965 (+18%)
Value$2.9M (+$436.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares38,823
Change+38,823
Value$2.9M
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares38,590 from 35,556
Change+3,034 (+9%)
Value$2.9M (+$214.5K)
Filed 2026-10-08
Forza Wealth Management, LLC
INCREASED
Shares37,893 from 37,693
Change+200 (+1%)
Value$2.9M (+$1)
Filed 2026-10-20
Alliance Wealth Management Group
DECREASED
Shares37,816 from 39,174
Change-1,358 (-3%)
Value$2.9M (-$118.1K)
Filed 2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED
Shares37,255 from 34,075
Change+3,180 (+9%)
Value$2.8M (+$226.1K)
Filed 2026-11-04
MFA Wealth Services
DECREASED
Shares37,255 from 38,287
Change-1,032 (-3%)
Value$2.8M (-$93.1K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares37,109 from 35,791
Change+1,318 (+4%)
Value$2.9M (+$95.0K)
Filed 2026-10-09
Lotus Asset Management LLC
INCREASED
Shares36,791 from 36,340
Change+451 (+1%)
Value$2.8M (+$19.5K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares36,187 from 31,763
Change+4,424 (+14%)
Value$2.7M (+$320.8K)
Filed 2026-10-21
Old Mission Investment Co LLC
INCREASED
Shares36,121 from 35,602
Change+519 (+1%)
Value$2.7M (+$24.9K)
Filed 2026-10-22
KCM Investment Advisors LLC
UNCHANGED
Shares35,992 from 35,992
Change0 (0%)
Value$2.7M (-$14.4K)
Filed 2026-10-27
Southland Equity Partners LLC
INCREASED
Shares35,880 from 32,501
Change+3,379 (+10%)
Value$2.7M (+$241.7K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares35,601 from 25,062
Change+10,539 (+42%)
Value$2.7M (+$784.5K)
Filed 2026-10-28
Claro Advisors Inc.
INCREASED
Shares34,641 from 23,609
Change+11,032 (+47%)
Value$2.6M (+$822.3K)
Filed 2026-11-02
Bouvel Investment Partners, LLC
INCREASED
Shares33,922 from 31,473
Change+2,449 (+8%)
Value$2.6M (+$172.0K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED
Shares33,894 from 34,471
Change-577 (-2%)
Value$2.6M (-$52.1K)
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares33,824 from 33,959
Change-135 (0%)
Value$2.5M (-$23.8K)
Filed 2026-10-23
Post Resch Tallon Group Inc.
INCREASED
Shares33,700 from 31,350
Change+2,350 (+8%)
Value$2.5M (+$164.6K)
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares32,844 from 29,359
Change+3,485 (+12%)
Value$2.5M (+$251.0K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares32,766 from 30,914
Change+1,852 (+6%)
Value$2.5M (+$127.3K)
Filed 2026-10-14
Evergreen Capital Management LLC
INCREASED
Shares32,419 from 27,672
Change+4,747 (+17%)
Value$2.4M (+$346.8K)
Filed 2026-10-23
Financial Insights, Inc.
DECREASED
Shares32,226 from 32,636
Change-410 (-1%)
Value$2.4M (-$44.0K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED
Shares32,187 from 27,246
Change+4,941 (+18%)
Value$2.4M (+$361.6K)
Filed 2026-10-13
Worth Asset Management, LLC
INCREASED
Shares32,109 from 17,670
Change+14,439 (+82%)
Value$2.4M (+$1.1M)
Filed 2026-10-07
Gallacher Capital Management LLC
DECREASED
Shares32,076 from 32,201
Change-125 (0%)
Value$2.4M (-$22.3K)
Filed 2026-10-30
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares32,016 from 31,743
Change+273 (+1%)
Value$2.4M (+$7.9K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
DECREASED
Shares31,816 from 32,009
Change-193 (-1%)
Value$2.4M (-$27.3K)
Filed 2026-10-13
Objective Capital Management, LLC
INCREASED
Shares31,508 from 31,447
Change+61 (+0%)
Value$2.4M (-$8.0K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares31,006 from 30,906
Change+100 (+0%)
Value$2.3M (-$4.8K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares30,762 from 32,095
Change-1,333 (-4%)
Value$1.9M (+$50.8K)
Filed 2026-11-04
Centurion Wealth Management LLC
INCREASED
Shares30,669 from 30,143
Change+526 (+2%)
Value$2.3M (+$27.6K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares30,637 from 30,068
Change+569 (+2%)
Value$2.3M (+$30.8K)
Filed 2026-10-16
First Bancorp, Inc
INCREASED
Shares30,505 from 29,678
Change+827 (+3%)
Value$2.3M (+$50.5K)
Filed 2026-10-26
Curated Wealth Partners LLC
UNCHANGED
Shares30,460 from 30,460
Change0 (0%)
Value$2.3M (-$12.2K)
Filed 2026-10-15
Mendel Money Management
INCREASED
Shares30,210 from 25,915
Change+4,295 (+17%)
Value$2.3M (+$313.4K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
DECREASED
Shares30,133 from 30,186
Change-53 (0%)
Value$2.3M (-$16.1K)
Filed 2026-10-19
Selby Wealth Management, LLC
DECREASED
Shares30,083 from 30,487
Change-404 (-1%)
Value$2.3M (-$42.7K)
Filed 2026-10-16
Keudell ison Wealth Management
UNCHANGED
Shares30,036 from 30,036
Change0 (0%)
Value$2.3M (-$12.0K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares30,000 from 31,500
Change-1,500 (-5%)
Value$2.3M (-$125.7K)
Filed 2026-11-03
Sowa Financial Group, Inc.
DECREASED
Shares29,727 from 30,382
Change-655 (-2%)
Value$2.2K (-$2.3M)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares29,570 from 15,574
Change+13,996 (+90%)
Value$2.2M (+$1.0M)
Filed 2026-10-29
Pacific Park Financial, Inc.
DECREASED
Shares29,420 from 29,434
Change-14 (0%)
Value$2.2M (-$12.8K)
Filed 2026-10-13
Mlp3, LLC
INCREASED
Shares29,182 from 23,792
Change+5,390 (+23%)
Value$2.2M (+$396.9K)
Filed 2026-10-22
Lmcg Investments, LLC
DECREASED
Shares28,949 from 29,794
Change-845 (-3%)
Value$2.2M (-$75.6K)
Filed 2026-10-21
Northside Capital Management, LLC
UNCHANGED
Shares28,700 from 28,700
Change0 (0%)
Value$2.2M (-$11.5K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares28,560 from 28,000
Change+560 (+2%)
Value$2.2M (+$31.0K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares28,558 from 28,453
Change+105 (+0%)
Value$2.2M (-$3.5K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares28,439 from 27,010
Change+1,429 (+5%)
Value$2.1M (+$96.9K)
Filed 2026-10-07
Bluedoor Private Wealth, LLC
DECREASED
Shares28,399 from 28,532
Change-133 (0%)
Value$2.1M (-$21.4K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED
Shares28,313 from 26,172
Change+2,141 (+8%)
Value$2.1M (+$151.0K)
Filed 2026-10-09
Prism Advisors, Inc.
DECREASED
Shares28,207 from 28,216
Change-9 (0%)
Value$2.2M (+$30.1K)
Filed 2026-10-09
DecisionMap Wealth Management, LLC
INCREASED
Shares27,156 from 24,390
Change+2,766 (+11%)
Value$2.0M (+$198.8K)
Filed 2026-10-29
Rodgers & Associates, LTD
DECREASED
Shares26,951 from 27,680
Change-729 (-3%)
Value$2.0M (-$66.1K)
Filed 2026-10-20
Sound Stewardship, LLC
DECREASED
Shares26,860 from 27,208
Change-348 (-1%)
Value$2.0M (-$37.2K)
Filed 2026-10-14
APS Management Group, Inc.
DECREASED
Shares26,821 from 37,386
Change-10,565 (-28%)
Value$2.0M (-$811.4K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares26,751 from 27,194
Change-443 (-2%)
Value$2.0M (-$43.0K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares26,645 from 25,656
Change+989 (+4%)
Value$2.0M (+$64.3K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares26,364 from 23,266
Change+3,098 (+13%)
Value$2.0M (+$224.2K)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares26,253 from 23,994
Change+2,259 (+9%)
Value$2.0M (+$160.7K)
Filed 2026-10-28
Camden National Bank
INCREASED
Shares26,215 from 26,139
Change+76 (+0%)
Value$2.0M (-$4.7K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
DECREASED
Shares26,073 from 26,269
Change-196 (-1%)
Value$2.0K (-$2.0M)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares25,908 from 6,085
Change+19,823 (+326%)
Value$2.0M (+$1.5M)
Filed 2026-11-04
180 Wealth Advisors, LLC
DECREASED
Shares25,661 from 27,342
Change-1,681 (-6%)
Value$1.9M (-$137.6K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares25,607 from 25,601
Change+6 (+0%)
Value$1.9M (-$9.7K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED
Shares25,416 from 26,278
Change-862 (-3%)
Value$1.9M (-$75.5K)
Filed 2026-10-16
Islay Capital Management, LLC
DECREASED
Shares25,040 from 36,216
Change-11,176 (-31%)
Value$1.9M (-$857.0K)
Filed 2026-10-20
Decker Retirement Planning Inc.
INCREASED
Shares24,993 from 24,706
Change+287 (+1%)
Value$1.9M (+$11.8K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
INCREASED
Shares24,701 from 22,894
Change+1,807 (+8%)
Value$1.9M (+$127.1K)
Filed 2026-10-15
Keybank National Association
INCREASED
Shares24,349 from 21,667
Change+2,682 (+12%)
Value$1.8M (+$193.5K)
Filed 2026-11-04
Nottingham Advisors, Inc.
UNCHANGED
Shares24,121 from 24,121
Change0 (0%)
Value$1.8M (-$30.2K)
Filed 2026-10-29
Roman Butler Fullerton & Co
DECREASED
Shares23,887 from 23,924
Change-37 (0%)
Value$1.9M (+$27.8K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares23,597 from 26,765
Change-3,168 (-12%)
Value$1.8M (-$249.6K)
Filed 2026-10-19
Grey Ledge Advisors, LLC
DECREASED
Shares23,437 from 23,542
Change-105 (0%)
Value$1.8M (-$17.3K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares23,288 from 22,422
Change+866 (+4%)
Value$1.8M (+$56.3K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
DECREASED
Shares23,246 from 31,009
Change-7,763 (-25%)
Value$1.8M (-$597.6K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares23,094 from 23,416
Change-322 (-1%)
Value$1.7M (-$33.7K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares22,740 from 22,615
Change+125 (+1%)
Value$1.7M (+$378)
Filed 2026-10-09
Uptick Partners, LLC
DECREASED
Shares22,198 from 23,410
Change-1,212 (-5%)
Value$1.7M (-$100.7K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares21,923 from 23,740
Change-1,817 (-8%)
Value$1.7M (-$146.5K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares21,806 from 17,438
Change+4,368 (+25%)
Value$1.6M (+$322.3K)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED
Shares21,532 from 21,158
Change+374 (+2%)
Value$1.6M (+$19.7K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares21,242 from 20,604
Change+638 (+3%)
Value$1.6M (+$39.8K)
Filed 2026-11-03
Occidental Asset Management, LLC
UNCHANGED
Shares20,888 from 20,888
Change0 (0%)
Value$1.6M (-$8.4K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares20,840 from 21,655
Change-815 (-4%)
Value$1.6M (-$70.1K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares20,801 from 19,767
Change+1,034 (+5%)
Value$1.6M (+$70.1K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares20,741 from 19,933
Change+808 (+4%)
Value$1.6M (+$47.7K)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
DECREASED
Shares20,544 from 21,962
Change-1,418 (-6%)
Value$1.5M (-$115.7K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares20,245 from 20,241
Change+4 (+0%)
Value$1.5M (-$7.8K)
Filed 2026-11-06
Gouws Capital LLC
DECREASED
Shares20,242 from 27,685
Change-7,443 (-27%)
Value$1.5M (-$572.2K)
Filed 2026-10-09
BOS Asset Management, LLC
INCREASED
Shares20,196 from 18,568
Change+1,628 (+9%)
Value$1.5M (+$115.3K)
Filed 2026-10-09
Bluesphere Advisors LLC
INCREASED
Shares20,049 from 18,399
Change+1,650 (+9%)
Value$1.5M (+$117.0K)
Filed 2026-10-19
BigSur Wealth Management LLC
NEW
Shares20,000
Change+20,000
Value$1.5M
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares19,979 from 26,375
Change-6,396 (-24%)
Value$1.5M (-$492.7K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
DECREASED
Shares19,967 from 21,168
Change-1,201 (-6%)
Value$1.5M (-$99.0K)
Filed 2026-10-09
Arwa LLC
DECREASED
Shares19,964 from 21,050
Change-1,086 (-5%)
Value$1.5M (-$84.6K)
Filed 2026-10-21
Beam Wealth Advisors, Inc.
DECREASED
Shares19,675 from 19,905
Change-230 (-1%)
Value$1.5M (-$25.3K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares19,580 from 19,838
Change-258 (-1%)
Value$1.5M (-$27.3K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares19,521 from 18,735
Change+786 (+4%)
Value$1.5M (+$51.8K)
Filed 2026-10-29
Opulen Financial Group LLC
DECREASED
Shares19,484 from 20,065
Change-581 (-3%)
Value$1.5M (-$51.9K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
INCREASED
Shares19,415 from 18,467
Change+948 (+5%)
Value$1.5M (+$64.1K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares19,269 from 19,431
Change-162 (-1%)
Value$1.5M (-$19.9K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares19,131 from 19,117
Change+14 (+0%)
Value$1.4M (-$6.6K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares19,127 from 19,127
Change0 (0%)
Value$1.4M (-$7.7K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares19,083 from 18,910
Change+173 (+1%)
Value$1.4M (+$5.5K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED
Shares18,876 from 21,418
Change-2,542 (-12%)
Value$1.4M (-$200.2K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares18,769 from 19,084
Change-315 (-2%)
Value$1.4M (-$31.3K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares18,742 from 8,579
Change+10,163 (+118%)
Value$1.4M (+$762.8K)
Filed 2026-11-06
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares18,147 from 18,147
Change0 (0%)
Value$1.4M (-$7.3K)
Filed 2026-11-02
Hegarty Advisors, LLC
INCREASED
Shares18,073 from 9,452
Change+8,621 (+91%)
Value$1.4M (+$646.1K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares17,900 from 17,610
Change+290 (+2%)
Value$1.3M (+$14.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares17,824 from 17,446
Change+378 (+2%)
Value$1.3M (+$21.9K)
Filed 2026-10-30
Essex Bank
DECREASED
Shares17,793 from 17,946
Change-153 (-1%)
Value$1.3M (-$18.9K)
Filed 2026-10-16
Norden Group LLC
DECREASED
Shares17,611 from 17,673
Change-62 (0%)
Value$1.3M (-$11.7K)
Filed 2026-10-20
McLean Asset Management Corp
INCREASED
Shares17,592 from 17,547
Change+45 (+0%)
Value$1.4M (+$42.9K)
Filed 2026-11-06
Freestate Advisors LLC
INCREASED
Shares17,255 from 17,184
Change+71 (+0%)
Value$1.3M (-$1.5K)
Filed 2026-10-09
Ehrlich Financial Group
DECREASED
Shares17,212 from 17,295
Change-83 (0%)
Value$1.3M (-$13.2K)
Filed 2026-10-20
Sound Financial Strategies Group, LLC
DECREASED
Shares17,147 from 17,593
Change-446 (-3%)
Value$1.3M (-$40.7K)
Filed 2026-10-30
Human Investing LLC
UNCHANGED
Shares17,057 from 17,057
Change0 (0%)
Value$1.3M (-$6.8K)
Filed 2026-10-19
CRA Financial Services, LLC
DECREASED
Shares17,020 from 18,806
Change-1,786 (-9%)
Value$1.3M (-$142.2K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
NEW
Shares16,959
Change+16,959
Value$1.3M
Filed 2026-10-29
Magnus Financial Group LLC
INCREASED
Shares16,916 from 16,252
Change+664 (+4%)
Value$1.3M (+$43.5K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares16,764 from 12,779
Change+3,985 (+31%)
Value$1.3M (+$295.3K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares16,718
Change+16,718
Value$1.3M
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares16,570 from 16,570
Change0 (0%)
Value$1.2M (-$6.6K)
Filed 2026-10-05
Brighton Jones LLC
INCREASED
Shares16,394 from 14,023
Change+2,371 (+17%)
Value$1.2M (+$173.1K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares16,248 from 14,608
Change+1,640 (+11%)
Value$1.2M (+$117.8K)
Filed 2026-10-16
Ipsen Advisor Group LLC
DECREASED
Shares16,036 from 16,049
Change-13 (0%)
Value$1.2M (-$7.3K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares16,020 from 15,912
Change+108 (+1%)
Value$1.3M (+$55.7K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares16,012 from 11,442
Change+4,570 (+40%)
Value$1.2M (+$340.0K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares15,597 from 16,106
Change-509 (-3%)
Value$1.2M (-$44.8K)
Filed 2026-11-03
IPG Investment Advisors LLC
UNCHANGED
Shares15,575 from 15,575
Change0 (0%)
Value$1.2M (-$6.2K)
Filed 2026-10-30
LongView Wealth Management
INCREASED
Shares15,317 from 14,414
Change+903 (+6%)
Value$1.2M (+$62.3K)
Filed 2026-10-19
Novem Group
INCREASED
Shares15,285 from 14,644
Change+641 (+4%)
Value$1.2M (+$42.5K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares15,224 from 15,224
Change0 (0%)
Value$1.1M (-$6.1K)
Filed 2026-10-23
Balentine LLC
DECREASED
Shares15,027 from 15,468
Change-441 (-3%)
Value$1.1M (-$39.4K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares15,016 from 14,495
Change+521 (+4%)
Value$1.1M (+$33.5K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares14,928 from 14,540
Change+388 (+3%)
Value$1.1M (+$23.5K)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares14,667 from 14,695
Change-28 (0%)
Value$1.1M (-$8.0K)
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares14,637 from 14,404
Change+233 (+2%)
Value$1.1M (+$11.8K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
DECREASED
Shares14,465 from 15,041
Change-576 (-4%)
Value$1.1M (-$49.4K)
Filed 2026-10-16
ARS Investment Partners, LLC
INCREASED
Shares14,236 from 13,261
Change+975 (+7%)
Value$1.1M (+$68.2K)
Filed 2026-11-05
Linscomb Wealth, Inc.
INCREASED
Shares14,164 from 12,051
Change+2,113 (+18%)
Value$1.1M (+$154.5K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,621 from 9,564
Change+4,057 (+42%)
Value$1.0M (+$302.0K)
Filed 2026-11-03
Warner Financial, Inc
UNCHANGED
Shares13,552 from 13,552
Change0 (0%)
Value$1.0M (-$5.4K)
Filed 2026-11-06
Asset One Wealth Management LLC
NEW
Shares13,475
Change+13,475
Value$1.0M
Filed 2026-11-02
Coquina Private Wealth LLC
DECREASED
Shares13,392 from 13,932
Change-540 (-4%)
Value$1.0M (-$46.3K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
INCREASED
Shares13,254 from 13,251
Change+3 (+0%)
Value$999.2K (-$5.0K)
Filed 2026-10-21
Legacy Trust
DECREASED
Shares13,089 from 14,992
Change-1,903 (-13%)
Value$1.1M (-$75.6K)
Filed 2026-11-06
ATX Financial Planning, LLC
DECREASED
Shares13,078 from 16,361
Change-3,283 (-20%)
Value$986.0K (-$254.1K)
Filed 2026-10-14
Flagship Private Wealth, LLC
INCREASED
Shares13,065 from 12,279
Change+786 (+6%)
Value$985.0K (+$54.4K)
Filed 2026-11-05
Clarus Wealth Advisors
INCREASED
Shares13,058 from 13,009
Change+49 (+0%)
Value$1.0M (+$9.8K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
DECREASED
Shares12,987 from 13,219
Change-232 (-2%)
Value$979.1K (-$22.8K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares12,934 from 12,944
Change-10 (0%)
Value$975.1K (-$5.9K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares12,888 from 12,918
Change-30 (0%)
Value$971.6K (-$7.4K)
Filed 2026-10-05
Nfsg Corp
DECREASED
Shares12,829 from 13,347
Change-518 (-4%)
Value$967.2K (-$44.4K)
Filed 2026-10-15
Herold Advisors, Inc.
INCREASED
Shares12,792 from 12,348
Change+444 (+4%)
Value$964.4K (+$27.4K)
Filed 2026-10-19
Element Pointe Advisors, LLC
DECREASED
Shares12,770 from 12,771
Change-1 (0%)
Value$962.7K (-$5.2K)
Filed 2026-10-21
Rose Capital Advisors LLC
NEW
Shares12,598
Change+12,598
Value$949.8K
Filed 2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED
Shares12,579 from 12,579
Change0 (0%)
Value$948.3K (-$5.0K)
Filed 2026-10-15
Gilbert Capital Group, Inc.
INCREASED
Shares12,534 from 11,766
Change+768 (+7%)
Value$944.9K (+$53.2K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares12,488 from 12,443
Change+45 (+0%)
Value$941.5K (-$1.6K)
Filed 2026-10-21
Skyline Advisors, Inc.
DECREASED
Shares12,315 from 15,338
Change-3,023 (-20%)
Value$928.4K (-$234.0K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
INCREASED
Shares12,236 from 12,116
Change+120 (+1%)
Value$922.5K (+$4.2K)
Filed 2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED
Shares12,227 from 12,227
Change0 (0%)
Value$921.8K (-$4.9K)
Filed 2026-10-06
Roxbury Financial LLC
INCREASED
Shares12,182 from 11,944
Change+238 (+2%)
Value$918.4K (+$13.1K)
Filed 2026-10-01
PW Nova Financial Services LLC
DECREASED
Shares12,058 from 14,512
Change-2,454 (-17%)
Value$909.0K (-$190.8K)
Filed 2026-10-15
Krilogy Financial LLC
DECREASED
Shares11,989 from 14,840
Change-2,851 (-19%)
Value$932.6K (-$192.1K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares11,986 from 11,986
Change0 (0%)
Value$903.6K (-$4.8K)
Filed 2026-11-02
American State Bank (Iowa)
DECREASED
Shares11,975 from 11,987
Change-12 (0%)
Value$902.8K (-$5.7K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares11,968 from 10,052
Change+1,916 (+19%)
Value$902.3K (+$140.4K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares11,907 from 11,880
Change+27 (+0%)
Value$897.7K (-$6.4K)
Filed 2026-10-09
Arsenal Capital Advisors LLC
INCREASED
Shares11,905 from 11,340
Change+565 (+5%)
Value$897.5K (+$38.1K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares11,884 from 11,884
Change0 (0%)
Value$895.9K (-$4.8K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares11,880 from 11,880
Change0 (0%)
Value$900.4K ($0)
Filed 2026-10-26
Adell Harriman & Carpenter Inc
DECREASED
Shares11,848 from 12,113
Change-265 (-2%)
Value$893.2K (-$24.8K)
Filed 2026-11-02
SigFig Wealth Management, LLC
INCREASED
Shares11,799 from 10,878
Change+921 (+8%)
Value$889.5K (+$63.3K)
Filed 2026-10-07
Latitude Advisors, LLC
INCREASED
Shares11,665 from 10,450
Change+1,215 (+12%)
Value$879.4K (+$87.4K)
Filed 2026-10-27
Univest Financial Corp
INCREASED
Shares11,623 from 11,576
Change+47 (+0%)
Value$876.3K (-$1.0K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares11,609 from 16,635
Change-5,026 (-30%)
Value$875.2K (-$385.6K)
Filed 2026-10-16
Glenview Trust Co
UNCHANGED
Shares11,566 from 11,566
Change0 (0%)
Value$872.0K (-$4.6K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares11,447
Change+11,447
Value$863.0K
Filed 2026-10-14
Geneva Partners, LLC
INCREASED
Shares11,413 from 9,086
Change+2,327 (+26%)
Value$860.4K (+$171.8K)
Filed 2026-10-26
Compass Financial Services Inc
INCREASED
Shares11,339 from 11,318
Change+21 (+0%)
Value$854.9K (-$3.0K)
Filed 2026-11-06
Pioneer Family Office, LLC
UNCHANGED
Shares11,180 from 11,180
Change0 (0%)
Value$842.9K (-$4.5K)
Filed 2026-10-30
MSH Capital Advisors LLC
INCREASED
Shares10,958 from 10,251
Change+707 (+7%)
Value$826.1K (+$49.2K)
Filed 2026-11-03
Montis Financial, LLC
INCREASED
Shares10,952 from 9,803
Change+1,149 (+12%)
Value$825.7K (+$82.7K)
Filed 2026-11-04
Welch & Forbes LLC
INCREASED
Shares10,933 from 8,764
Change+2,169 (+25%)
Value$824.2K (+$160.0K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares10,908 from 10,529
Change+379 (+4%)
Value$822.4K (+$24.4K)
Filed 2026-11-02
Aspen Wealth Management LLC
INCREASED
Shares10,806 from 10,775
Change+31 (+0%)
Value$814.7K (-$2.0K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares10,768 from 10,285
Change+483 (+5%)
Value$811.8K (+$32.3K)
Filed 2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED
Shares10,754 from 10,179
Change+575 (+6%)
Value$810.7K (+$39.2K)
Filed 2026-10-29
HBK Sorce Advisory LLC
INCREASED
Shares10,697 from 7,569
Change+3,128 (+41%)
Value$858.5K (+$258.7K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares10,616 from 8,913
Change+1,703 (+19%)
Value$800.3K (+$124.8K)
Filed 2026-11-04
HBW Advisory Services LLC
INCREASED
Shares10,553 from 10,066
Change+487 (+5%)
Value$795.6K (+$32.7K)
Filed 2026-10-15
LifePlan Financial, LLC
INCREASED
Shares10,533 from 10,137
Change+396 (+4%)
Value$809.8K (+$41.5K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED
Shares10,415 from 10,415
Change0 (0%)
Value$785.2K (-$4.2K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares10,297 from 9,478
Change+819 (+9%)
Value$776.3K (+$58.0K)
Filed 2026-10-21
Paller Financial Services Inc
NEW
Shares10,242
Change+10,242
Value$772.1K
Filed 2026-10-13
Carnegie Investment Counsel
INCREASED
Shares10,140 from 9,209
Change+931 (+10%)
Value$764.5K (+$66.5K)
Filed 2026-10-20
PCA Investment Advisory Services Inc.
DECREASED
Shares10,074 from 10,128
Change-54 (-1%)
Value$759.5K (-$8.1K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
DECREASED
Shares10,065 from 10,279
Change-214 (-2%)
Value$758.8K (-$20.2K)
Filed 2026-11-06
Unique Wealth, LLC
NEW
Shares9,986
Change+9,986
Value$752.8K
Filed 2026-10-16
Allen Capital Group, LLC
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$746.4K (-$4.0K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares9,884 from 9,838
Change+46 (+0%)
Value$745.2K (-$395)
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares9,810 from 9,810
Change0 (0%)
Value$739.6K (-$3.9K)
Filed 2026-10-21
W Advisors, LLC
UNCHANGED
Shares9,697 from 9,697
Change0 (0%)
Value$731.1K (-$3.9K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares9,666 from 9,427
Change+239 (+3%)
Value$725.0K (+$10.5K)
Filed 2026-10-14
West Wealth Group, LLC
DECREASED
Shares9,616 from 9,817
Change-201 (-2%)
Value$724.9K (-$19.2K)
Filed 2026-10-14
ASL Financial, LLC
INCREASED
Shares9,547 from 8,912
Change+635 (+7%)
Value$719.7K (+$44.3K)
Filed 2026-10-15
Hanson & Doremus Investment Management
DECREASED
Shares9,497 from 9,512
Change-15 (0%)
Value$716 (-$720.3K)
Filed 2026-10-16
Guardian Capital, LLC
INCREASED
Shares9,415 from 9,365
Change+50 (+1%)
Value$709.8K (+$24)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares9,138 from 9,138
Change0 (0%)
Value$688.9K (-$3.7K)
Filed 2026-10-21
City State Bank
DECREASED
Shares9,062 from 9,307
Change-245 (-3%)
Value$683.2K (-$22.2K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares8,821 from 8,792
Change+29 (+0%)
Value$665.1K (-$1.4K)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares8,813 from 2,979
Change+5,834 (+196%)
Value$664.4K (+$438.6K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares8,787
Change+8,787
Value$704
Filed 2026-11-03
Wealth Effects LLC
DECREASED
Shares8,758 from 9,213
Change-455 (-5%)
Value$660.2K (-$38.0K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares8,695 from 10,426
Change-1,731 (-17%)
Value$655.5K (-$160.7K)
Filed 2026-10-26
Financial Partners Group, Inc
DECREASED
Shares8,695 from 8,779
Change-84 (-1%)
Value$655.5K (-$9.9K)
Filed 2026-10-19
Anchyra Partners LLC
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$652.1K (-$3.5K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares8,634 from 7,684
Change+950 (+12%)
Value$650.9K (+$68.6K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares8,607 from 8,789
Change-182 (-2%)
Value$648.9K (-$17.3K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares8,489 from 8,487
Change+2 (+0%)
Value$640.0K (-$3.2K)
Filed 2026-10-14
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares8,471 from 8,157
Change+314 (+4%)
Value$638.6K (+$20.4K)
Filed 2026-10-09
Michels Family Financial, LLC
DECREASED
Shares8,426 from 8,517
Change-91 (-1%)
Value$635.2K (-$10.3K)
Filed 2026-11-02
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares8,382 from 8,382
Change0 (0%)
Value$631.9K (-$3.4K)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares8,277 from 6,895
Change+1,382 (+20%)
Value$624.0K (+$101.4K)
Filed 2026-10-22
Scott & Selber, Inc.
INCREASED
Shares8,243 from 8,241
Change+2 (+0%)
Value$621.4K (-$3.1K)
Filed 2026-10-21
Sunburst Financial Group, LLC
DECREASED
Shares8,123 from 8,502
Change-379 (-4%)
Value$612.4K (-$32.0K)
Filed 2026-10-09
True Private Wealth Advisors
DECREASED
Shares8,072 from 8,600
Change-528 (-6%)
Value$608.6K (-$43.2K)
Filed 2026-10-19
Meredith Wealth Planning
NEW
Shares8,069
Change+8,069
Value$608.3K
Filed 2026-10-14
Ascentis Independent Advisors
INCREASED
Shares8,048 from 377
Change+7,671 (+2035%)
Value$606.8K (+$578.2K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares8,025 from 8,183
Change-158 (-2%)
Value$605.0K (-$15.1K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares8,023 from 8,090
Change-67 (-1%)
Value$604.9K (-$8.3K)
Filed 2026-10-21
Veracity Capital LLC
UNCHANGED
Shares7,967 from 7,967
Change0 (0%)
Value$600.7K (-$3.2K)
Filed 2026-10-08
Diversified Trust Co
DECREASED
Shares7,866 from 7,998
Change-132 (-2%)
Value$593.0K (-$13.2K)
Filed 2026-11-06
Piedmont Capital Management, LLC
UNCHANGED
Shares7,861 from 7,861
Change0 (0%)
Value$592.6K (-$3.1K)
Filed 2026-10-21
Lincoln Capital LLC
UNCHANGED
Shares7,819 from 7,819
Change0 (0%)
Value$589.5K (-$3.1K)
Filed 2026-10-09
Romano Brothers and Company
UNCHANGED
Shares7,773 from 7,773
Change0 (0%)
Value$586.0K (-$3.1K)
Filed 2026-10-22
Guidance Capital, Inc
DECREASED
Shares7,762 from 7,914
Change-152 (-2%)
Value$630.7K (+$16.5K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
INCREASED
Shares7,715 from 6,820
Change+895 (+13%)
Value$581.6K (+$64.7K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
DECREASED
Shares7,647 from 7,687
Change-40 (-1%)
Value$576.5K (-$6.1K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares7,630 from 7,722
Change-92 (-1%)
Value$575.3K (-$10.0K)
Filed 2026-10-09
Capital Advantage, Inc.
INCREASED
Shares7,598 from 6,870
Change+728 (+11%)
Value$572.8K (+$52.1K)
Filed 2026-10-14
Catalyst Financial Partners LLC
UNCHANGED
Shares7,597 from 7,597
Change0 (0%)
Value$572.7K (-$3.0K)
Filed 2026-11-06
McCarley & Cook Financial Planners
DECREASED
Shares7,558 from 7,590
Change-32 (0%)
Value$569.8K (-$5.4K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares7,531 from 6,516
Change+1,015 (+16%)
Value$574.8K (+$69.2K)
Filed 2026-10-08
Whelan Financial
DECREASED
Shares7,524 from 7,538
Change-14 (0%)
Value$567.3K (-$4.1K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares7,490 from 6,175
Change+1,315 (+21%)
Value$564.7K (+$96.7K)
Filed 2026-10-28
Bell Bank
DECREASED
Shares7,423 from 7,773
Change-350 (-4%)
Value$559.6K (-$29.5K)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
INCREASED
Shares7,409 from 6,947
Change+462 (+7%)
Value$582.1K (+$47.6K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares7,352 from 7,637
Change-285 (-4%)
Value$554.3K (-$24.5K)
Filed 2026-10-20
Whitener Capital Management, Inc.
UNCHANGED
Shares7,332 from 7,332
Change0 (0%)
Value$552.8K (-$2.9K)
Filed 2026-10-15
Evermay Wealth Management LLC
DECREASED
Shares7,293 from 7,524
Change-231 (-3%)
Value$549.8K (-$20.4K)
Filed 2026-11-05
Acorn Financial Advisory Services Inc
DECREASED
Shares7,273 from 7,769
Change-496 (-6%)
Value$548.3K (-$40.5K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares7,259 from 7,162
Change+97 (+1%)
Value$547.3K (-$10.2K)
Filed 2026-10-19
Regatta Capital Group, LLC
INCREASED
Shares7,253 from 6,971
Change+282 (+4%)
Value$546.8K (+$18.5K)
Filed 2026-10-23
Brady Family Wealth, LLC
INCREASED
Shares7,167 from 7,154
Change+13 (+0%)
Value$540.3K (-$1.9K)
Filed 2026-11-02
Ballast Financial Advisors LLC
INCREASED
Shares7,155 from 6,708
Change+447 (+7%)
Value$539.4K (+$31.0K)
Filed 2026-10-26
Investment Research Partners LLC
DECREASED
Shares7,136 from 8,968
Change-1,832 (-20%)
Value$538.0K (-$141.7K)
Filed 2026-10-19
Greenleaf Trust
INCREASED
Shares7,126 from 6,775
Change+351 (+5%)
Value$537.2K (+$23.8K)
Filed 2026-10-29
Selective Wealth Management, Inc.
UNCHANGED
Shares7,108 from 7,108
Change0 (0%)
Value$558.6K (+$10.3K)
Filed 2026-10-16
Greenwood Gearhart LLC
INCREASED
Shares7,106 from 6,142
Change+964 (+16%)
Value$535.7K (+$70.2K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED
Shares7,102 from 12,002
Change-4,900 (-41%)
Value$535.4K (-$374.2K)
Filed 2026-11-02
Stanich Group LLC
UNCHANGED
Shares7,080 from 7,080
Change0 (0%)
Value$533.7K (-$2.8K)
Filed 2026-10-16
Evolution Advisers, Inc.
NEW
Shares7,043
Change+7,043
Value$549.1K
Filed 2026-11-06
Avaii Wealth Management, LLC
INCREASED
Shares7,038 from 6,968
Change+70 (+1%)
Value$533.3K (+$5.2K)
Filed 2026-10-09
Inscription Capital, LLC
DECREASED
Shares7,011 from 7,532
Change-521 (-7%)
Value$528.6K (-$42.3K)
Filed 2026-11-02
First City Capital Management, Inc.
UNCHANGED
Shares6,929 from 6,929
Change0 (0%)
Value$522.4K (-$2.8K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares6,917 from 6,726
Change+191 (+3%)
Value$539.1K (+$29.4K)
Filed 2026-10-15
Strategic Wealth Investment Group, LLC
DECREASED
Shares6,850 from 7,147
Change-297 (-4%)
Value$516.4K (-$25.2K)
Filed 2026-10-29
Riverchase Wealth Management, LLC
UNCHANGED
Shares6,835 from 6,835
Change0 (0%)
Value$515.3K (-$2.7K)
Filed 2026-10-28
Sepio Capital, LP
UNCHANGED
Shares6,832 from 6,832
Change0 (0%)
Value$515.1K (-$2.7K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED
Shares6,800 from 6,276
Change+524 (+8%)
Value$512.7K (+$37.0K)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED
Shares6,777 from 8,392
Change-1,615 (-19%)
Value$510.9K (-$125.1K)
Filed 2026-10-09
Quadrant Capital Group LLC
UNCHANGED
Shares6,702 from 6,702
Change0 (0%)
Value$519.9K (+$12.0K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED
Shares6,670 from 6,694
Change-24 (0%)
Value$504.6K (-$10.2K)
Filed 2026-11-04
Old National Bancorp
UNCHANGED
Shares6,655 from 6,655
Change0 (0%)
Value$501.7K (-$2.7K)
Filed 2026-10-20
Demars Financial Group, LLC
INCREASED
Shares6,607 from 6,606
Change+1 (+0%)
Value$498.1K (-$2.6K)
Filed 2026-10-22
Investment Planning Advisors, Inc.
INCREASED
Shares6,567 from 6,019
Change+548 (+9%)
Value$495.1K (+$38.9K)
Filed 2026-10-14
Procyon Advisors, LLC
INCREASED
Shares6,424 from 5,943
Change+481 (+8%)
Value$484.3K (+$33.9K)
Filed 2026-10-21
Tactive Advisors, LLC
DECREASED
Shares6,402 from 6,902
Change-500 (-7%)
Value$482.6K (-$40.5K)
Filed 2026-10-08
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares6,402 from 6,402
Change0 (0%)
Value$482.6K (-$2.6K)
Filed 2026-10-30
BKM Wealth Management, LLC
INCREASED
Shares6,399 from 5,893
Change+506 (+9%)
Value$482.4K (+$35.8K)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares6,387 from 6,262
Change+125 (+2%)
Value$481.5K (+$6.9K)
Filed 2026-10-26
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares6,331 from 6,331
Change0 (0%)
Value$477.3K (-$2.5K)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares6,328 from 5,573
Change+755 (+14%)
Value$477.1K (+$54.7K)
Filed 2026-10-19
Obermeyer Wealth Partners
UNCHANGED
Shares6,252 from 6,252
Change0 (0%)
Value$471.4K (-$2.5K)
Filed 2026-10-21
Bay Capital Advisors, LLC
INCREASED
Shares6,191 from 6,186
Change+5 (+0%)
Value$466.7K (-$2.1K)
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED
Shares6,153 from 6,122
Change+31 (+1%)
Value$463.9K (-$116)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares6,079
Change+6,079
Value$458.3K
Filed 2026-10-27
Two West Capital Advisors LLC
INCREASED
Shares6,074 from 5,694
Change+380 (+7%)
Value$461.7K (+$25.1K)
Filed 2026-10-15
Tandem Capital Management Corp
INCREASED
Shares6,026 from 5,689
Change+337 (+6%)
Value$454.3K (+$23.2K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares5,979 from 4,811
Change+1,168 (+24%)
Value$451 (-$364.5K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares5,977 from 5,977
Change0 (0%)
Value$450.6K (-$2.4K)
Filed 2026-11-02
Athena Wealth Management, LLC
INCREASED
Shares5,955 from 5,954
Change+1 (+0%)
Value$449.0K (-$2.3K)
Filed 2026-10-09
Sapient Capital LLC
INCREASED
Shares5,950 from 5,922
Change+28 (+0%)
Value$448.6K (-$257)
Filed 2026-10-08
Collaborative Wealth Managment Inc.
DECREASED
Shares5,946 from 5,947
Change-1 (0%)
Value$448.2K (-$2.5K)
Filed 2026-11-06
Dynamic Financial Group
INCREASED
Shares5,943 from 5,932
Change+11 (+0%)
Value$448.0K (-$1.6K)
Filed 2026-10-28
Formidable Asset Management, LLC
UNCHANGED
Shares5,849 from 5,849
Change0 (0%)
Value$443.3K (+$32.8K)
Filed 2026-11-03
RDA Financial Network
INCREASED
Shares5,816 from 5,756
Change+60 (+1%)
Value$438.5K (+$2.2K)
Filed 2026-10-15
Soundwatch Capital LLC
UNCHANGED
Shares5,792 from 5,792
Change0 (0%)
Value$438.9K (-$116)
Filed 2026-11-04
Woodmont Investment Counsel LLC
UNCHANGED
Shares5,782 from 5,782
Change0 (0%)
Value$435.9K (-$2.3K)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares5,757 from 2,937
Change+2,820 (+96%)
Value$434.0K (+$211.5K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares5,713 from 6,184
Change-471 (-8%)
Value$430.7K (-$3.2K)
Filed 2026-10-13
NovaPoint Capital, LLC
UNCHANGED
Shares5,683 from 5,683
Change0 (0%)
Value$428.4K (-$2.3K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares5,625 from 5,210
Change+415 (+8%)
Value$424.1K (+$29.2K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares5,558 from 5,558
Change0 (0%)
Value$419.0K (-$2.2K)
Filed 2026-10-09
AMG National Trust Bank
UNCHANGED
Shares5,522 from 5,522
Change0 (0%)
Value$416.3K (-$2.2K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,510 from 3,932
Change+1,578 (+40%)
Value$415.4K (+$117.4K)
Filed 2026-10-09
Nautilus Advisors LLC
NEW
Shares5,491
Change+5,491
Value$414.0K
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,479 from 5,479
Change0 (0%)
Value$413.1K (-$2.2K)
Filed 2026-10-15
Financial Security Advisor, Inc.
INCREASED
Shares5,467 from 5,440
Change+27 (+1%)
Value$412.1K (-$119)
Filed 2026-11-03
Hunter Associates Investment Management LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$407 (-$408.6K)
Filed 2026-10-26
Future Financial Wealth Managment LLC
INCREASED
Shares5,327 from 5,325
Change+2 (+0%)
Value$401.6K (-$9.5K)
Filed 2026-10-15
Nations Financial Group Inc,
DECREASED
Shares5,311 from 5,540
Change-229 (-4%)
Value$400.5K (-$19.4K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares5,299 from 5,627
Change-328 (-6%)
Value$399.5K (-$27.0K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares5,291 from 5,035
Change+256 (+5%)
Value$398.9K (+$17.3K)
Filed 2026-10-07
Insight Wealth Partners, LLC
DECREASED
Shares5,273 from 5,292
Change-19 (0%)
Value$397.5K (-$3.6K)
Filed 2026-10-26
Northwest Wealth Advisors, LLC
INCREASED
Shares5,248 from 5,222
Change+26 (+1%)
Value$395.7K (-$124)
Filed 2026-11-02
Tortuga Wealth Management, Inc
INCREASED
Shares5,229 from 4,829
Change+400 (+8%)
Value$394.3K (+$28.3K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$392.9K (-$2.1K)
Filed 2026-10-23
BCU Wealth Advisors, LLC
DECREASED
Shares5,197 from 5,278
Change-81 (-2%)
Value$391.8K (-$8.2K)
Filed 2026-10-16
Oak Harvest Investment Services
INCREASED
Shares5,154 from 5,153
Change+1 (+0%)
Value$388.6K (-$2.0K)
Filed 2026-10-20
Investment Management Trust, LLC
INCREASED
Shares5,146 from 5,121
Change+25 (+0%)
Value$388.0K (-$112)
Filed 2026-11-05
Waterfront Wealth Inc.
INCREASED
Shares5,118 from 5,114
Change+4 (+0%)
Value$405.2K (+$11.1K)
Filed 2026-11-03
Elevation Wealth Management LLC
INCREASED
Shares5,031 from 5,027
Change+4 (+0%)
Value$379.3K (-$1.7K)
Filed 2026-11-02
Integrity Investment Advisors, LLC
UNCHANGED
Shares5,022 from 5,022
Change0 (0%)
Value$378.6K (-$2.0K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares4,968 from 4,802
Change+166 (+3%)
Value$375 (+$11)
Filed 2026-10-02
Lee Financial Co
DECREASED
Shares4,930 from 5,430
Change-500 (-9%)
Value$371.7K (-$39.9K)
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
UNCHANGED
Shares4,917 from 4,917
Change0 (0%)
Value$370.7K (-$2.0K)
Filed 2026-10-26
Integras Partners LLC
INCREASED
Shares4,899 from 4,475
Change+424 (+9%)
Value$369.3K (+$30.2K)
Filed 2026-10-30
ARQ Wealth Advisors, LLC
DECREASED
Shares4,884 from 14,859
Change-9,975 (-67%)
Value$368.2K (-$778.6K)
Filed 2026-10-29
Able Financial Group, LLC
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$364.0K (-$1.9K)
Filed 2026-10-14
Point Windward Advisors Inc.
INCREASED
Shares4,795 from 4,730
Change+65 (+1%)
Value$361.5K (+$3.0K)
Filed 2026-11-06
Carl P. Sherr & Co., LLC
DECREASED
Shares4,776 from 4,876
Change-100 (-2%)
Value$360.1K (-$9.5K)
Filed 2026-11-06
Traynor Capital Management, Inc.
DECREASED
Shares4,765 from 4,971
Change-206 (-4%)
Value$359.2K (-$17.6K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares4,745 from 4,908
Change-163 (-3%)
Value$357.7K (-$14.3K)
Filed 2026-10-27
TrustBank
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$354.3K (-$1.9K)
Filed 2026-10-20
Town Capital LLC
INCREASED
Shares4,699 from 4,269
Change+430 (+10%)
Value$354.3K (+$30.7K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,697 from 4,697
Change0 (0%)
Value$354.1K (-$1.9K)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares4,636 from 3,968
Change+668 (+17%)
Value$349.5K (+$48.8K)
Filed 2026-10-09
Firethorn Wealth Partners, LLC
INCREASED
Shares4,636 from 4,389
Change+247 (+6%)
Value$349.5K (+$16.8K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
DECREASED
Shares4,622 from 4,709
Change-87 (-2%)
Value$348.4K (-$8.4K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$348.3K (-$1.8K)
Filed 2026-10-23
Noble Family Wealth, LLC
UNCHANGED
Shares4,606 from 4,606
Change0 (0%)
Value$347.2K (-$1.8K)
Filed 2026-10-26
Optivise Advisory Services LLC
INCREASED
Shares4,600 from 2,976
Change+1,624 (+55%)
Value$346.8K (+$121.2K)
Filed 2026-10-19
Vontobel Holding Ltd.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$346.8K (-$1.8K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares4,574 from 4,574
Change0 (0%)
Value$344.8K (-$1.8K)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
INCREASED
Shares4,560 from 4,538
Change+22 (+0%)
Value$349.1K (+$3.8K)
Filed 2026-10-09
Rinkey Investments
DECREASED
Shares4,536 from 4,677
Change-141 (-3%)
Value$342.0K (-$12.5K)
Filed 2026-10-28
Greater Midwest Financial Group, LLC
INCREASED
Shares4,533 from 4,511
Change+22 (+0%)
Value$341.7K (-$156)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
INCREASED
Shares4,530 from 4,505
Change+25 (+1%)
Value$341.5K (+$83)
Filed 2026-10-26
Capital Square, LLC
DECREASED
Shares4,521 from 4,618
Change-97 (-2%)
Value$340.9K (-$15.1K)
Filed 2026-10-19
Basso Capital Management, L.P.
DECREASED
Shares4,500 from 6,170
Change-1,670 (-27%)
Value$339.3K (-$128.4K)
Filed 2026-10-30
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$339.3K (-$1.8K)
Filed 2026-10-26
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$339.3K (-$1.8K)
Filed 2026-10-19
Curtis Advisory Group, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$339.3K (-$1.8K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED
Shares4,458 from 4,388
Change+70 (+2%)
Value$336.1K (+$3.5K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares4,405 from 4,059
Change+346 (+9%)
Value$332.1K (+$24.5K)
Filed 2026-10-30
Eastover Investment Advisors LLC
UNCHANGED
Shares4,396 from 4,396
Change0 (0%)
Value$331.4K (-$1.8K)
Filed 2026-10-05
Howard Financial Services, Ltd.
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$330.5K (-$1.8K)
Filed 2026-10-15
Squire Investment Management Company, LLC
UNCHANGED
Shares4,353 from 4,353
Change0 (0%)
Value$328.2K (-$1.7K)
Filed 2026-11-03
Clear Investment Research, LLC
DECREASED
Shares4,331 from 4,964
Change-633 (-13%)
Value$326.5K (-$49.7K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
NEW
Shares4,285
Change+4,285
Value$331.2K
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares4,196 from 4,134
Change+62 (+2%)
Value$316.4K (+$3.1K)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$315.7K (-$1.7K)
Filed 2026-10-29
Sun Group Wealth Partners
UNCHANGED
Shares4,178 from 4,178
Change0 (0%)
Value$315.0K (-$1.7K)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
DECREASED
Shares4,164 from 4,209
Change-45 (-1%)
Value$313.9K (-$5.1K)
Filed 2026-10-20
Kelly Financial Services LLC
INCREASED
Shares4,159 from 3,752
Change+407 (+11%)
Value$313.6K (+$29.2K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
INCREASED
Shares4,156 from 3,675
Change+481 (+13%)
Value$313.3K (+$34.8K)
Filed 2026-10-29
Brian LOW Financial Group, LLC
DECREASED
Shares4,140 from 6,214
Change-2,074 (-33%)
Value$312.1K (-$158.8K)
Filed 2026-10-28
Klingman & Associates, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$309.1K (-$1.6K)
Filed 2026-10-20
Randolph Co Inc
INCREASED
Shares4,057 from 4,039
Change+18 (+0%)
Value$305.9K (-$238)
Filed 2026-10-23
River's Edge Wealth Management, LLC
DECREASED
Shares4,055 from 4,298
Change-243 (-6%)
Value$319.8K (-$9.6K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares4,048 from 7,622
Change-3,574 (-47%)
Value$305.2K (-$272.5K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
INCREASED
Shares4,042 from 3,646
Change+396 (+11%)
Value$304.7K (+$28.3K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares4,035
Change+4,035
Value$304.2K
Filed 2026-10-28
Guardian Partners Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$301.6K (-$1.6K)
Filed 2026-10-21
Crusonia Wealth Advisors LLC
NEW
Shares3,949
Change+3,949
Value$297.7K
Filed 2026-10-26
Kestra Investment Management, LLC
NEW
Shares3,913
Change+3,913
Value$295.0K
Filed 2026-11-04
Legacy Edge Advisors, LLC
DECREASED
Shares3,876 from 4,151
Change-275 (-7%)
Value$292.2K (-$22.4K)
Filed 2026-11-06
One Way Holdings LLC
DECREASED
Shares3,873 from 4,255
Change-382 (-9%)
Value$292.0K (-$30.5K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares3,834 from 3,824
Change+10 (+0%)
Value$289.1K (-$765)
Filed 2026-11-03
SRH Advisors, LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$288.4K (-$1.5K)
Filed 2026-10-22
Mascoma Wealth Management LLC
UNCHANGED
Shares3,796 from 3,796
Change0 (0%)
Value$286.2K (-$1.5K)
Filed 2026-10-23
Avail Investment Partners, LLC
INCREASED
Shares3,788 from 3,758
Change+30 (+1%)
Value$285.6K (+$770)
Filed 2026-10-16
Lockerman Financial Group, Inc.
NEW
Shares3,780
Change+3,780
Value$285.0K
Filed 2026-10-19
Valued Wealth Advisors LLC
INCREASED
Shares3,778 from 2,729
Change+1,049 (+38%)
Value$284.8K (+$78.0K)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares3,771 from 3,170
Change+601 (+19%)
Value$284.3K (+$44.0K)
Filed 2026-10-30
Merited Wealth, LLC
DECREASED
Shares3,754 from 4,897
Change-1,143 (-23%)
Value$283.0K (-$88.1K)
Filed 2026-10-13
Westside Investment Management, Inc.
INCREASED
Shares3,750 from 3,748
Change+2 (+0%)
Value$282.8K (-$1.3K)
Filed 2026-11-02
Visionary Horizons, LLC
INCREASED
Shares3,745 from 3,651
Change+94 (+3%)
Value$282.4K (+$5.6K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
INCREASED
Shares3,743 from 3,715
Change+28 (+1%)
Value$282.2K (+$625)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares3,723 from 3,650
Change+73 (+2%)
Value$280.7K (+$4.0K)
Filed 2026-10-15
Littlejohn Financial Services, Inc.
NEW
Shares3,649
Change+3,649
Value$275.1K
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,638 from 3,558
Change+80 (+2%)
Value$274.3K (+$4.6K)
Filed 2026-10-29
IFG Advisors, LLC
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$273.6K (-$1.5K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$273.6K (-$1.5K)
Filed 2026-10-30
Community Trust & Investment Co
DECREASED
Shares3,608 from 4,096
Change-488 (-12%)
Value$272.0K (-$38.4K)
Filed 2026-10-15
Atwood & Palmer Inc
UNCHANGED
Shares3,598 from 3,598
Change0 (0%)
Value$271.2K (-$1.4K)
Filed 2026-10-08
North Star Investment Management Corp.
UNCHANGED
Shares3,591 from 3,591
Change0 (0%)
Value$270.7K (-$1.4K)
Filed 2026-10-27
Security Financial Services, Inc.
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$268.5K (-$1.4K)
Filed 2026-10-29
Community Financial Services Group, LLC
DECREASED
Shares3,546 from 3,651
Change-105 (-3%)
Value$267.5K (-$10.3K)
Filed 2026-10-15
Goldstein Advisors, LLC
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$265.9K (-$1.4K)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares3,510 from 2,857
Change+653 (+23%)
Value$264.6K (+$48.1K)
Filed 2026-10-22
Next Level Private LLC
INCREASED
Shares3,506 from 3,493
Change+13 (+0%)
Value$264.3K (-$417)
Filed 2026-10-20
Gemmer Asset Management LLC
NEW
Shares3,492
Change+3,492
Value$263.3K
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares3,456 from 3,341
Change+115 (+3%)
Value$260.5K (+$7.3K)
Filed 2026-11-04
SP Asset Management LLC
DECREASED
Shares3,450 from 4,376
Change-926 (-21%)
Value$260.1K (-$71.6K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
INCREASED
Shares3,448 from 2,942
Change+506 (+17%)
Value$259.9K (+$37.0K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares3,426 from 2,786
Change+640 (+23%)
Value$258.3K (+$47.1K)
Filed 2026-10-28
Wrenne Financial Planning LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$257.2K (-$1.4K)
Filed 2026-10-30
Moody National Bank Trust Division
UNCHANGED
Shares3,404 from 3,404
Change0 (0%)
Value$256.6K (-$1.4K)
Filed 2026-10-06
Traphagen Investment Advisors LLC
INCREASED
Shares3,403 from 3,371
Change+32 (+1%)
Value$256.6K (+$1.1K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$252.7K (-$1.4K)
Filed 2026-10-26
Orrstown Financial Services Inc
DECREASED
Shares3,321 from 3,821
Change-500 (-13%)
Value$250.4K (-$39.2K)
Filed 2026-10-14
Family Capital Management, Inc.
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$249.3K (-$1.3K)
Filed 2026-11-03
Heritage Wealth Management, Inc. s
UNCHANGED
Shares3,291 from 3,291
Change0 (0%)
Value$248.1K (-$1.3K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
INCREASED
Shares3,252 from 2,857
Change+395 (+14%)
Value$245.2K (+$28.7K)
Filed 2026-10-16
apricus wealth, LLC
INCREASED
Shares3,239 from 2,973
Change+266 (+9%)
Value$244.2K (+$18.9K)
Filed 2026-10-26
Landmark Wealth Management, LLC
INCREASED
Shares3,226 from 3,221
Change+5 (+0%)
Value$243.2K (-$876)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares3,207 from 2,688
Change+519 (+19%)
Value$241.8K (+$38.1K)
Filed 2026-10-08
Hohimer Wealth Management, LLC
UNCHANGED
Shares3,202 from 3,202
Change0 (0%)
Value$241.4K (-$1.3K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares3,190 from 967
Change+2,223 (+230%)
Value$240.5K (+$167.2K)
Filed 2026-11-05
Wells Financial Advisors Inc
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$239.7K (-$1.3K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares3,175 from 2,924
Change+251 (+9%)
Value$239.3K (+$17.7K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares3,156 from 15,035
Change-11,879 (-79%)
Value$237.9K (-$901.6K)
Filed 2026-10-20
Covenant Asset Management, LLC
UNCHANGED
Shares3,151 from 3,151
Change0 (0%)
Value$237.6K (-$1.3K)
Filed 2026-10-14
Elevated Financial Group LLC
UNCHANGED
Shares3,132 from 3,132
Change0 (0%)
Value$236.1K (-$1.3K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares3,128 from 3,132
Change-4 (0%)
Value$235.8K (-$1.6K)
Filed 2026-10-26
Accurate Wealth Management, LLC
DECREASED
Shares3,095 from 3,571
Change-476 (-13%)
Value$240.1K (-$35.1K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,094 from 3,094
Change0 (0%)
Value$233.3K (-$1.2K)
Filed 2026-10-05
Integris Wealth Management, LLC
UNCHANGED
Shares3,076 from 3,076
Change0 (0%)
Value$231.9K (-$1.2K)
Filed 2026-10-14
Philadelphia Trust Co
DECREASED
Shares3,060 from 4,595
Change-1,535 (-33%)
Value$231.0K (-$117.0K)
Filed 2026-11-05
waypoint wealth counsel
DECREASED
Shares3,060 from 3,781
Change-721 (-19%)
Value$230.7K (-$55.9K)
Filed 2026-10-22
Acute Investment Advisory, LLC
DECREASED
Shares3,058 from 3,165
Change-107 (-3%)
Value$230.5K (-$9.3K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares3,044 from 3,257
Change-213 (-7%)
Value$229.5K (-$17.5K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares2,995 from 2,921
Change+74 (+3%)
Value$225.8K (+$4.4K)
Filed 2026-10-23
Sound Income Strategies, LLC
NEW
Shares2,951
Change+2,951
Value$226.8K
Filed 2026-10-09
Morton Brown Family Wealth, LLC
INCREASED
Shares2,927 from 1,790
Change+1,137 (+64%)
Value$220.7K (+$85.0K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
NEW
Shares2,920
Change+2,920
Value$220.1K
Filed 2026-10-26
Portside Wealth Group, LLC
NEW
Shares2,902
Change+2,902
Value$218.8K
Filed 2026-10-20
BNC Wealth Management, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$216.4K (-$1.1K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares2,869 from 2,459
Change+410 (+17%)
Value$216.3K (+$29.9K)
Filed 2026-11-03
Liberty Atlantic Advisors LLC
DECREASED
Shares2,869 from 2,904
Change-35 (-1%)
Value$216.3K (-$3.8K)
Filed 2026-10-14
Balance Wealth Partners LLC
UNCHANGED
Shares2,789 from 2,789
Change0 (0%)
Value$210.3K (-$1.1K)
Filed 2026-10-27
Stordahl Capital Management, Inc.
DECREASED
Shares2,782 from 3,220
Change-438 (-14%)
Value$209.7K (-$34.3K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
NEW
Shares2,764
Change+2,764
Value$208.4K
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$207.9K (-$1.1K)
Filed 2026-11-03
Vision Capital Management, Inc.
NEW
Shares2,739
Change+2,739
Value$206.5K
Filed 2026-10-20
Archer Investment Management, LLC
NEW
Shares2,715
Change+2,715
Value$204.7K
Filed 2026-10-13
Pembroke Management, LTD
NEW
Shares2,702
Change+2,702
Value$203.7K
Filed 2026-10-21
Rahlfs Capital, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$203.6K (-$1.1K)
Filed 2026-10-23
Brighton Securities Corp.
NEW
Shares2,687
Change+2,687
Value$202.6K
Filed 2026-10-08
Seelaus Asset Management LLC
NEW
Shares2,676
Change+2,676
Value$201.7K
Filed 2026-10-14
Blackston Financial Advisory Group, LLC
NEW
Shares2,670
Change+2,670
Value$201.3K
Filed 2026-11-04
Royal Harbor Partners, LLC
DECREASED
Shares2,669 from 2,773
Change-104 (-4%)
Value$201.2K (-$8.9K)
Filed 2026-10-29
Steinberganna Wealth Management
INCREASED
Shares2,665 from 2,652
Change+13 (+0%)
Value$200.9K (-$58)
Filed 2026-10-23
SVB Wealth LLC
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$200.9K (-$1.1K)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
DECREASED
Shares2,661 from 2,711
Change-50 (-2%)
Value$200.6K (-$4.9K)
Filed 2026-10-22
Sowell Financial Services LLC
NEW
Shares2,659
Change+2,659
Value$200.4K
Filed 2026-10-23
Stone House Investment Management, LLC
INCREASED
Shares2,599 from 2,587
Change+12 (+0%)
Value$195.9K (-$140)
Filed 2026-10-23
Russell Investments Group, Ltd.
INCREASED
Shares2,592 from 917
Change+1,675 (+183%)
Value$195.4K (+$125.9K)
Filed 2026-11-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$193.9K (-$1.0K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares2,473 from 2,830
Change-357 (-13%)
Value$186.4K (-$28.0K)
Filed 2026-10-15
Compass Wealth Management LLC
NEW
Shares2,388
Change+2,388
Value$180.0K
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$177.5K (-$942)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$172.1K (-$914)
Filed 2026-10-26
Hoey Investments, Inc
INCREASED
Shares2,207 from 1,653
Change+554 (+34%)
Value$166.4K (+$41.1K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,174 from 2,117
Change+57 (+3%)
Value$163.9K (+$3.5K)
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$158.1K (-$839)
Filed 2026-10-30
Deutsche Bank Ag\
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$156.8K (-$832)
Filed 2026-11-06
Realta Investment Advisors
INCREASED
Shares2,046 from 2,044
Change+2 (+0%)
Value$154.2K (-$651)
Filed 2026-10-14
NorthAvenue LLC
DECREASED
Shares2,045 from 2,127
Change-82 (-4%)
Value$154.2K (-$7.0K)
Filed 2026-10-29
Archer Investment Corp
INCREASED
Shares2,038 from 2,037
Change+1 (+0%)
Value$153.6K (-$735)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$151.2K (-$802)
Filed 2026-10-08
Kingdom Financial Group Llc.
INCREASED
Shares1,943 from 25
Change+1,918 (+7672%)
Value$146.5K (+$144.6K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,928 from 2,359
Change-431 (-18%)
Value$145.4K (-$33.4K)
Filed 2026-10-05
Avion Wealth
DECREASED
Shares1,849 from 2,852
Change-1,003 (-35%)
Value$139.0K (-$77.0K)
Filed 2026-11-04
American Capital Advisory, LLC
INCREASED
Shares1,807 from 1,802
Change+5 (+0%)
Value$136.2K (-$378)
Filed 2026-10-28
West Branch Capital LLC
INCREASED
Shares1,772 from 1,382
Change+390 (+28%)
Value$133.6K (+$28.8K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares1,765 from 1,668
Change+97 (+6%)
Value$133.1K (+$6.7K)
Filed 2026-10-29
Adkins Seale Capital Management LLC
INCREASED
Shares1,756 from 1,698
Change+58 (+3%)
Value$132.4K (+$3.7K)
Filed 2026-10-27
Acropolis Investment Management, LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$130.5K (-$692)
Filed 2026-10-08
Harbor Asset Planning, Inc.
INCREASED
Shares1,693 from 1,685
Change+8 (+0%)
Value$127.6K (-$39)
Filed 2026-10-23
EPG Wealth Management LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$127.6K (-$665)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$120.9K (-$641)
Filed 2026-11-02
Gleason Group, Inc.
INCREASED
Shares1,593 from 1,501
Change+92 (+6%)
Value$120.1K (+$6.3K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$114.6K (-$608)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$110.8K (-$588)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$109.3K (-$580)
Filed 2026-10-01
Certuity, LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$108.9K (-$578)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares1,409 from 1,409
Change0 (0%)
Value$106.2K (-$563)
Filed 2026-10-30
Center for Financial Planning, Inc.
NEW
Shares1,394
Change+1,394
Value$105.1K
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$101.8K (-$540)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,335 from 4,325
Change-2,990 (-69%)
Value$100.6K (-$227.2K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares1,308 from 1,301
Change+7 (+1%)
Value$98.6K (-$29)
Filed 2026-10-02
Barrett & Company, Inc.
DECREASED
Shares1,300 from 2,600
Change-1,300 (-50%)
Value$98.0K (-$99.0K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares1,238 from 638
Change+600 (+94%)
Value$93.3K (+$45.0K)
Filed 2026-10-14
Gen-Wealth Partners Inc
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$91.8K (-$486)
Filed 2026-11-04
Abound Wealth Management
DECREASED
Shares1,198 from 1,929
Change-731 (-38%)
Value$90.3K (-$55.9K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$86.7K (-$460)
Filed 2026-10-29
Bayban
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$86.9K ($0)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$85.5K (-$454)
Filed 2026-10-27
West Financial Advisors, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$82.8K (-$439)
Filed 2026-10-22
Cdkv Holdings LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$81.6K (-$433)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares1,059 from 1,443
Change-384 (-27%)
Value$79.8K (-$29.5K)
Filed 2026-10-28
Mcdonald Partners LLC
DECREASED
Shares1,000 from 1,649
Change-649 (-39%)
Value$75.4K (-$49.6K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$74.7K (-$714)
Filed 2026-10-08
Lodestone Wealth Management LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$73.7K (-$391)
Filed 2026-10-14
Bfsg, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$73.4K (-$390)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares953 from 416
Change+537 (+129%)
Value$71.8K (+$40.3K)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$68.2K (-$361)
Filed 2026-10-14
North Point Portfolio Managers Corp
NEW
Shares903
Change+903
Value$68.1K
Filed 2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$67.5K (-$359)
Filed 2026-10-05
Hilton Head Capital Partners, LLC
INCREASED
Shares892 from 888
Change+4 (+0%)
Value$67.2K (-$87)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$66.8K (-$363)
Filed 2026-11-06
High Point Wealth Management, LLC
INCREASED
Shares884 from 880
Change+4 (+0%)
Value$66.6K (-$20)
Filed 2026-11-05
Newton One Investments LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$65.0K (-$345)
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$64.5K (-$342)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$64.1K (-$340)
Filed 2026-10-16
Bulwark Capital Corp
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$61.5K (-$327)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares800 from 796
Change+4 (+1%)
Value$60.3K (-$18)
Filed 2026-10-07
Silver Grove Financial Group, Inc.
INCREASED
Shares787 from 276
Change+511 (+185%)
Value$59.3K (+$38.4K)
Filed 2026-11-05
Access Investment Management LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$57.3K (-$304)
Filed 2026-10-23
Clark Wealth Partners
INCREASED
Shares751 from 748
Change+3 (+0%)
Value$56.6K (-$16)
Filed 2026-10-19
Phillips Financial Management, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$56.6K (-$300)
Filed 2026-10-19
Montag A & Associates Inc
INCREASED
Shares725 from 61
Change+664 (+1089%)
Value$54.7K (+$50.0K)
Filed 2026-10-29
Coastline Trust Co
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$52.5K (-$279)
Filed 2026-10-01
Jnba Financial Advisors
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$51.6K (-$274)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares681 from 401
Change+280 (+70%)
Value$51.3K (+$20.9K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$51.1K (-$271)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$50.4K (-$267)
Filed 2026-10-05
Maseco LLP
INCREASED
Shares636 from 454
Change+182 (+40%)
Value$47.9K (+$13.5K)
Filed 2026-10-27
IAG Wealth Partners, LLC
DECREASED
Shares567 from 592
Change-25 (-4%)
Value$42.7K (-$2.1K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$40.2K (-$214)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$38.7K (-$205)
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$38.4K (-$204)
Filed 2026-10-19
Advantage Trust Co
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$37.9K (-$201)
Filed 2026-10-19
Horrell Capital Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$37.7K (-$200)
Filed 2026-10-08
John Boyer, Inc.
NEW
Shares470
Change+470
Value$35.4K
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$35.1K (-$186)
Filed 2026-10-23
O'Domhnaill Enterprises, Inc.
INCREASED
Shares456 from 219
Change+237 (+108%)
Value$34.4K (+$17.8K)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$33 ($0)
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$32.4K (-$172)
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares425 from 1,260
Change-835 (-66%)
Value$32.0K (-$63.5K)
Filed 2026-10-27
Trust Co
NEW
Shares422
Change+422
Value$31.8K
Filed 2026-10-09
Arlington Trust Co LLC
INCREASED
Shares420 from 370
Change+50 (+14%)
Value$31.7K (+$3.6K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares407 from 405
Change+2 (+0%)
Value$30.7K (-$114)
Filed 2026-10-09
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$29.0K (-$154)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$28 ($0)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares358
Change+358
Value$27.0K
Filed 2026-10-29
Y.D. More Investments Ltd
INCREASED
Shares345 from 200
Change+145 (+73%)
Value$26.0K (+$10.9K)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$23.8K (-$126)
Filed 2026-10-16
Keystone Financial Group, Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$23.0K (-$122)
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.6K (-$120)
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$21.3K (-$113)
Filed 2026-10-13
Evolution Wealth Management Inc.
INCREASED
Shares257 from 109
Change+148 (+136%)
Value$19.4K (+$11.1K)
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$19.3K (-$102)
Filed 2026-10-26
Whipplewood Advisors, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$18.8K (-$100)
Filed 2026-10-20
Sima Wealth Partners, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$17.9K (-$95)
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares232
Change+232
Value$17.5K
Filed 2026-11-06
Tower View Wealth Management LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$16.6K (-$88)
Filed 2026-10-23
Clearstead Trust, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$15.6K (-$83)
Filed 2026-11-06
Pathway Financial Advisers, LLC
NEW
Shares198
Change+198
Value$15.0K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$14.9K (-$79)
Filed 2026-10-07
Bell Investment Advisors, Inc
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$14.5K (-$77)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$13.9K (-$74)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$12.5K (-$66)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
NEW
Shares148
Change+148
Value$11.1K
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.3K (-$44)
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$8.1K (-$71)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$7.7K (-$41)
Filed 2026-10-16
Sawyer & Company, Inc
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$7.7K (-$41)
Filed 2026-10-21
Reap Financial Group, LLC
NEW
Shares100
Change+100
Value$7.6K
Filed 2026-11-02
Madden Securities Corp
NEW
Shares100
Change+100
Value$7.5K
Filed 2026-10-27
Strategic Advocates LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.5K (-$40)
Filed 2026-11-03
3Chopt Investment Partners, LLC
NEW
Shares90
Change+90
Value$6.8K
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.5K (-$30)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.0K (-$27)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares65
Change+65
Value$4.9K
Filed 2026-10-30
Yankcom Partnership
NEW
Shares64
Change+64
Value$4.8K
Filed 2026-10-15
POM Investment Strategies, LLC
NEW
Shares63
Change+63
Value$4.8K
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.5K (-$24)
Filed 2026-10-26
Kelleher Financial Advisors
NEW
Shares55
Change+55
Value$4.1K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares49
Change+49
Value$3.7K
Filed 2026-10-09
IMG Wealth Management, Inc.
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$3.0K (-$1)
Filed 2026-10-27
RMG Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.4K (+$6)
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.1K ($0)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares23
Change+23
Value$1.7K
Filed 2026-10-16
Proathlete Wealth Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.8K (-$1)
Filed 2026-10-15
Eukles Asset Management
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$8)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares20 from 210
Change-190 (-90%)
Value$1.6K (-$14.3K)
Filed 2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.5K (-$8)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$12)
Filed 2026-10-29
NBH Bank
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$603 (-$3)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$92 ($0)
Filed 2026-11-02
TBH Global Asset Management, LLC
CLOSED
Shares0 from 202,793
Change-202,793 (-100%)
Value$0 (-$15.4M)
Filed 2026-11-03
Gimbal Financial
CLOSED
Shares0 from 199,017
Change-199,017 (-100%)
Value$0 (-$15.1M)
Filed 2026-10-19
TritonPoint Partners, LLC
CLOSED
Shares0 from 24,266
Change-24,266 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Jordan Park Group LLC
CLOSED
Shares0 from 8,287
Change-8,287 (-100%)
Value$0 (-$628.1K)
Filed 2026-11-06
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 7,692
Change-7,692 (-100%)
Value$0 (-$583.0K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 5,741
Change-5,741 (-100%)
Value$0 (-$435.1K)
Filed 2026-11-05
Sanchez Wealth Management Group
CLOSED
Shares0 from 5,092
Change-5,092 (-100%)
Value$0 (-$385.9K)
Filed 2026-11-02
CGN Advisors LLC
CLOSED
Shares0 from 4,709
Change-4,709 (-100%)
Value$0 (-$356.9K)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,448
Change-4,448 (-100%)
Value$0 (-$337.1K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 3,336
Change-3,336 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-14
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 3,264
Change-3,264 (-100%)
Value$0 (-$247.3K)
Filed 2026-11-05
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 3,182
Change-3,182 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-20
Annex Advisory Services, LLC
CLOSED
Shares0 from 2,994
Change-2,994 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-16
Vericrest Private Wealth
CLOSED
Shares0 from 2,775
Change-2,775 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-21
Pacific Wealth Management
CLOSED
Shares0 from 2,640
Change-2,640 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-05
Brooklyn FI, LLC
CLOSED
Shares0 from 1,455
Change-1,455 (-100%)
Value$0 (-$112.3K)
Filed 2026-11-05
Zions Bancorporation, National Association
CLOSED
Shares0 from 1,436
Change-1,436 (-100%)
Value$0 (-$108.8K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$69.5K)
Filed 2026-11-06
Obsidian CIO, LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$62.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 471
Change-471 (-100%)
Value$0 (-$35.7K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$33.9K)
Filed 2026-10-07
Tucker Asset Management LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$30.2K)
Filed 2026-10-29
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-03
Key Capital Management, Inc
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7)
Filed 2026-10-23
SYM Financial Corp
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
Wolff Wiese Magana LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-15
Pittenger & Anderson Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-02
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$76)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (+$51.8K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 20,167,455
Change-20,167,455 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 19,247,587
Change-19,247,587 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 17,739,616
Change-17,739,616 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 14,415,274
Change-14,415,274 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,158,166
Change-11,158,166 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,099,887
Change-11,099,887 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,168,442
Change-8,168,442 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,839,705
Change-6,839,705 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,839,276
Change-6,839,276 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,305,798
Change-5,305,798 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,988,207
Change-4,988,207 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,968,272
Change-4,968,272 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,578,048
Change-4,578,048 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,564,459
Change-4,564,459 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,502,126
Change-3,502,126 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,363,810
Change-3,363,810 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,865,667
Change-2,865,667 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,604,399
Change-2,604,399 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,527,648
Change-2,527,648 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,140,640
Change-2,140,640 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,441,791
Change-1,441,791 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,329,183
Change-1,329,183 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,327,069
Change-1,327,069 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,268,880
Change-1,268,880 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,263,551
Change-1,263,551 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,188,167
Change-1,188,167 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,183,767
Change-1,183,767 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,106,388
Change-1,106,388 (-100%)
Value—
American Trust
N/A
Shares— from 1,039,043
Change-1,039,043 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 980,791
Change-980,791 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 958,011
Change-958,011 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 953,486
Change-953,486 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 930,162
Change-930,162 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 796,303
Change-796,303 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 792,612
Change-792,612 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 746,197
Change-746,197 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 729,995
Change-729,995 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 725,570
Change-725,570 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 673,955
Change-673,955 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 668,090
Change-668,090 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 658,931
Change-658,931 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 639,958
Change-639,958 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 629,011
Change-629,011 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 569,971
Change-569,971 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 558,937
Change-558,937 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 555,535
Change-555,535 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 521,597
Change-521,597 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 453,330
Change-453,330 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 447,671
Change-447,671 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 447,648
Change-447,648 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 439,883
Change-439,883 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 397,769
Change-397,769 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 394,229
Change-394,229 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 393,622
Change-393,622 (-100%)
Value—
&partners
N/A
Shares— from 382,727
Change-382,727 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 362,153
Change-362,153 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 331,194
Change-331,194 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 315,607
Change-315,607 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 307,634
Change-307,634 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 305,817
Change-305,817 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 300,284
Change-300,284 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 266,037
Change-266,037 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 263,828
Change-263,828 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 260,961
Change-260,961 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 259,102
Change-259,102 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 257,674
Change-257,674 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 255,329
Change-255,329 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 234,139
Change-234,139 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 231,146
Change-231,146 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 224,977
Change-224,977 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 222,060
Change-222,060 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 218,684
Change-218,684 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 201,942
Change-201,942 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 200,621
Change-200,621 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 198,534
Change-198,534 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 196,580
Change-196,580 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 195,545
Change-195,545 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 191,180
Change-191,180 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 189,213
Change-189,213 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 183,918
Change-183,918 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 179,066
Change-179,066 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 172,085
Change-172,085 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 170,472
Change-170,472 (-100%)
Value—
Stephens Inc
N/A
Shares— from 169,242
Change-169,242 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 166,849
Change-166,849 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 165,404
Change-165,404 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 163,676
Change-163,676 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 162,707
Change-162,707 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 159,676
Change-159,676 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 156,900
Change-156,900 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 153,213
Change-153,213 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 150,918
Change-150,918 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 150,697
Change-150,697 (-100%)
Value—
Capital International Investors
N/A
Shares— from 150,174
Change-150,174 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 148,082
Change-148,082 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 147,532
Change-147,532 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 146,650
Change-146,650 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 143,182
Change-143,182 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 142,925
Change-142,925 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 141,840
Change-141,840 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 141,800
Change-141,800 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 139,331
Change-139,331 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 139,275
Change-139,275 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 136,653
Change-136,653 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 135,126
Change-135,126 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 131,993
Change-131,993 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 131,651
Change-131,651 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 130,066
Change-130,066 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 129,588
Change-129,588 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 126,951
Change-126,951 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 121,680
Change-121,680 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 120,776
Change-120,776 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 119,358
Change-119,358 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 118,916
Change-118,916 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 118,154
Change-118,154 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 115,195
Change-115,195 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 115,068
Change-115,068 (-100%)
Value—
EQ LLC
N/A
Shares— from 113,532
Change-113,532 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 110,844
Change-110,844 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 110,648
Change-110,648 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 110,630
Change-110,630 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 110,498
Change-110,498 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 106,824
Change-106,824 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 106,477
Change-106,477 (-100%)
Value—
Blair William & Co
N/A
Shares— from 106,210
Change-106,210 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 104,774
Change-104,774 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 103,972
Change-103,972 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 103,228
Change-103,228 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 101,540
Change-101,540 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 101,447
Change-101,447 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 100,823
Change-100,823 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 96,160
Change-96,160 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 91,960
Change-91,960 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 89,739
Change-89,739 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 87,169
Change-87,169 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 85,261
Change-85,261 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 82,340
Change-82,340 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 82,188
Change-82,188 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 81,697
Change-81,697 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 79,163
Change-79,163 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 78,940
Change-78,940 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 78,186
Change-78,186 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 77,187
Change-77,187 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 77,133
Change-77,133 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 76,459
Change-76,459 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 75,661
Change-75,661 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 75,554
Change-75,554 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 73,418
Change-73,418 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 72,108
Change-72,108 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 71,862
Change-71,862 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 68,263
Change-68,263 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 66,700
Change-66,700 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 65,331
Change-65,331 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 65,132
Change-65,132 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 62,200
Change-62,200 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 61,846
Change-61,846 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 61,412
Change-61,412 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 60,798
Change-60,798 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 59,718
Change-59,718 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 59,364
Change-59,364 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 58,559
Change-58,559 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 57,981
Change-57,981 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 57,825
Change-57,825 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 57,768
Change-57,768 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 56,192
Change-56,192 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 54,318
Change-54,318 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 53,853
Change-53,853 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 53,379
Change-53,379 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 51,649
Change-51,649 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 50,141
Change-50,141 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 49,860
Change-49,860 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 49,788
Change-49,788 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 49,711
Change-49,711 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 49,218
Change-49,218 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 47,522
Change-47,522 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 45,270
Change-45,270 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 45,256
Change-45,256 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 45,126
Change-45,126 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 44,911
Change-44,911 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 44,905
Change-44,905 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 41,709
Change-41,709 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 41,018
Change-41,018 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 40,911
Change-40,911 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,742
Change-40,742 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 40,612
Change-40,612 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 38,080
Change-38,080 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 37,940
Change-37,940 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 37,294
Change-37,294 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 36,575
Change-36,575 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 35,966
Change-35,966 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 34,276
Change-34,276 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 33,384
Change-33,384 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 33,120
Change-33,120 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 32,935
Change-32,935 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 32,542
Change-32,542 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 30,897
Change-30,897 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 29,695
Change-29,695 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 29,418
Change-29,418 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 29,351
Change-29,351 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 28,867
Change-28,867 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 28,848
Change-28,848 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 28,174
Change-28,174 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 27,719
Change-27,719 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 27,412
Change-27,412 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 27,072
Change-27,072 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 26,736
Change-26,736 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 25,348
Change-25,348 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 25,065
Change-25,065 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 24,927
Change-24,927 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,732
Change-23,732 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 23,729
Change-23,729 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 22,924
Change-22,924 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 22,654
Change-22,654 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,537
Change-22,537 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,522
Change-22,522 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,468
Change-22,468 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 22,225
Change-22,225 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 22,102
Change-22,102 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 22,054
Change-22,054 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 22,017
Change-22,017 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 21,610
Change-21,610 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 21,370
Change-21,370 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 20,978
Change-20,978 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 20,896
Change-20,896 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,530
Change-20,530 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 20,190
Change-20,190 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 19,624
Change-19,624 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 18,756
Change-18,756 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 18,106
Change-18,106 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Nwam LLC
N/A
Shares— from 18,096
Change-18,096 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 17,859
Change-17,859 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 17,414
Change-17,414 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 17,266
Change-17,266 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,234
Change-17,234 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,994
Change-16,994 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 16,715
Change-16,715 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 16,395
Change-16,395 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 16,177
Change-16,177 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 15,977
Change-15,977 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 15,853
Change-15,853 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15,794
Change-15,794 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 15,791
Change-15,791 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,697
Change-15,697 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 15,202
Change-15,202 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 15,071
Change-15,071 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 14,829
Change-14,829 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,761
Change-14,761 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 14,682
Change-14,682 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,269
Change-14,269 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 14,258
Change-14,258 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,977
Change-13,977 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,735
Change-13,735 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 13,597
Change-13,597 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 13,473
Change-13,473 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 13,002
Change-13,002 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,920
Change-12,920 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 12,571
Change-12,571 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 12,039
Change-12,039 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,966
Change-11,966 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,302
Change-11,302 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,180
Change-11,180 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,157
Change-11,157 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 10,513
Change-10,513 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,455
Change-10,455 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,325
Change-9,325 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 9,242
Change-9,242 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 8,896
Change-8,896 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 8,818
Change-8,818 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 8,492
Change-8,492 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 8,195
Change-8,195 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,877
Change-7,877 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 7,370
Change-7,370 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,888
Change-6,888 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 6,546
Change-6,546 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 6,282
Change-6,282 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 991
Change-991 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 968
Change-968 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 686
Change-686 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 594
Change-594 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 590
Change-590 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 176
Change-176 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 171
Change-171 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 128
Change-128 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 34
Change-34 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED22,049,61921,292,882+756,737+4%$1.6B$1.7B+$48.5M2026-11-06
Capital Investment Advisors, LLC
INCREASED8,567,7798,497,348+70,431+1%$644.0M$645.9M+$1.9M2026-10-22
Commonwealth Equity Services, LLC
DECREASED7,132,8947,235,888-102,994-1%$548.4M$537.7M-$10.7M2026-11-02
PNC Financial Services Group, Inc.
DECREASED5,669,8775,857,129-187,252-3%$443.9M$427.5M-$16.5M2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED3,114,1883,114,18800%$236.0M$234.8M-$1.2M2026-10-26
Truist Financial Corp
DECREASED2,923,0602,959,117-36,057-1%$224.3M$220.4M-$3.9M2026-10-30
Kestra Advisory Services, LLC
DECREASED2,171,7262,172,946-1,2200%$164.7M$163.7M-$961.2K2026-11-02
TD Private Client Wealth LLC
INCREASED2,168,2712,036,157+132,114+6%$154.3M$163.5M+$9.1M2026-10-28
Avior Wealth Management, LLC
INCREASED2,164,9362,122,891+42,045+2%$160.9M$163.2M+$2.3M2026-10-13
Confluence Wealth Services, Inc.
INCREASED1,398,0601,274,825+123,235+10%$96.6M$105.4M+$8.8M2026-11-05
ProVise Management Group, LLC
DECREASED1,323,6791,430,575-106,896-7%$108.4M$99.8M-$8.6M2026-11-06
First Command Advisory Services, Inc.
DECREASED1,252,2861,443,278-190,992-13%$109.4M$94.4M-$15.0M2026-11-05
Gratus Wealth Advisors, LLC
INCREASED1,244,3281,243,096+1,232+0%$94.2M$93.8M-$404.4K2026-10-26
Ledyard National Bank
INCREASED1,224,3161,162,346+61,970+5%$88.1M$92.3M+$4.2M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED1,059,1981,125,372-66,174-6%$85.3M$79.9K-$85.2M2026-11-02
JGP Wealth Management, LLC
INCREASED873,549752,651+120,898+16%$57.0M$65.9M+$8.8M2026-10-13
First Business Financial Services, Inc.
INCREASED847,306839,061+8,245+1%$63.6M$63.9M+$286.0K2026-10-29
Stonebridge Financial Group, LLC
DECREASED821,294825,225-3,9310%$62.5M$61.9M-$626.4K2026-10-01
MCF Advisors LLC
DECREASED806,686840,366-33,680-4%$63.7M$60.8M-$2.9M2026-10-28
J.W. Cole Advisors, Inc.
INCREASED753,161734,223+18,938+3%$55.6M$56.8M+$1.1M2026-11-05
Fifth Third Bancorp
DECREASED741,934749,089-7,155-1%$56.8M$55.9M-$839.0K2026-11-05
Sigma Planning Corp
INCREASED726,068721,444+4,624+1%$54.7M$54.7M+$60.0K2026-10-23
Bank of New York Mellon Corp
DECREASED655,570659,031-3,461-1%$49.9M$49.4M-$524.5K2026-11-05
Oppenheimer & Co Inc
INCREASED615,804604,034+11,770+2%$45.8M$46.4M+$645.7K2026-10-26
Vaughan David Investments LLC
INCREASED589,991576,397+13,594+2%$43.7M$44.5M+$794.0K2026-11-05
XML Financial, LLC
INCREASED588,893585,875+3,018+1%$44.4M$44.4M-$6.8K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED565,899411,438+154,461+38%$31.7M$43.5M+$11.8M2026-10-13
Wolff Financial Management LLC
DECREASED560,895564,374-3,479-1%$42.8M$42.3M-$488.0K2026-10-23
Dagco, Inc.
INCREASED552,434541,427+11,007+2%$41.0M$41.6M+$613.3K2026-10-20
Scott Capital Advisors, LLC
INCREASED545,430539,471+5,959+1%$40.9M$41.6M+$746.2K2026-10-13
Earned Wealth Advisors, LLC
INCREASED543,371536,322+7,049+1%$40.6M$41.0M+$316.9K2026-11-06
Auto-Owners Insurance Co
UNCHANGED514,500514,50000%$39.0M$38.8M-$205.8K2026-10-15
Hughes Financial Services, LLC
INCREASED502,555483,103+19,452+4%$36.6M$40.8M+$4.2M2026-10-30
Form Wealth Advisors, LLC
DECREASED490,299507,127-16,828-3%$38.4M$37.0M-$1.5M2026-10-13
Fifth Third Securities, Inc.
DECREASED483,085506,229-23,144-5%$38.4M$36.4M-$1.9M2026-10-21
Altus Wealth Management, LLC
INCREASED455,467444,824+10,643+2%$33.7M$34.3M+$624.4K2026-10-13
Creative Planning
INCREASED437,599416,883+20,716+5%$31.6M$33.0M+$1.4M2026-11-02
Compass Ion Advisors, LLC
INCREASED434,613428,139+6,474+2%$32.4M$32.8M+$316.8K2026-10-23
Legacy Financial Strategies, LLC
INCREASED422,097418,414+3,683+1%$31.7M$31.8M+$110.3K2026-10-15
Alliance Wealth Advisors, LLC
INCREASED408,453401,517+6,936+2%$30.4M$30.8M+$362.3K2026-10-14
Adirondack Capital Advisors, LLC
INCREASED395,056389,302+5,754+1%$29.5M$29.8M+$278.0K2026-10-09
Sweeney & Michel, LLC
INCREASED390,542385,673+4,869+1%$30.6M$29.4M-$1.2M2026-10-16
D'Orazio & Associates, Inc.
DECREASED377,867422,469-44,602-11%$32.0M$28.5M-$3.5M2026-11-04
Svrn Asset Management, LLC
DECREASED352,210352,342-1320%$26.7M$26.6M-$150.9K2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED351,223334,542+16,681+5%$25.4M$26.5M+$1.1M2026-10-13
Buck Wealth Strategies, LLC
INCREASED350,088326,243+23,845+7%$24.7M$26.4M+$1.7M2026-10-28
Davidson Capital Management Inc.
DECREASED347,389351,056-3,667-1%$26.6M$26.2M-$416.9K2026-10-15
Powers Advisory Group, LLC
INCREASED340,171317,138+23,033+7%$24.0M$25.6M+$1.6M2026-10-14
Summit Investment Advisory Services, LLC
DECREASED338,603339,666-1,0630%$25.7M$25.5M-$216.0K2026-11-03
Choreo, LLC
INCREASED331,266322,205+9,061+3%$24.4M$25.0M+$554.2K2026-10-28
Regions Financial Corp
DECREASED330,515332,548-2,033-1%$25.2M$24.9M-$286.3K2026-11-05
Allegheny Financial Group
INCREASED325,072323,740+1,332+0%$24.5M$24.5M-$29.1K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED319,497317,525+1,972+1%$24.1K$24.1K+$222026-10-27
Meridian Financial Partners LLC
INCREASED319,132317,378+1,754+1%$24.6M$25.1M+$452.0K2026-10-23
Prospera Financial Services Inc
INCREASED317,728310,091+7,637+2%$23.5M$25.8M+$2.2M2026-11-04
Atria Investments, Inc
DECREASED313,556333,705-20,149-6%$25.3M$23.6M-$1.7M2026-10-15
Davenport & Co LLC
DECREASED308,095309,991-1,896-1%$23.5M$23.2M-$266.9K2026-10-14
Vicus Capital
DECREASED305,349309,153-3,804-1%$23.4M$23.0M-$410.4K2026-11-05
Provident Wealth Management, LLC
DECREASED302,126421,678-119,552-28%$32.0M$22.8M-$9.2M2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED298,523298,595-720%$22.6M$23.5M+$914.0K2026-10-22
Accel Wealth Management
INCREASED292,343258,988+33,355+13%$19.6M$22.0M+$2.4M2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED291,675289,676+1,999+1%$22.0M$22.0M+$34.8K2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED285,600318,100-32,500-10%$24.1M$21.5M-$2.6M2026-11-03
HB Wealth Management, LLC
INCREASED278,248274,583+3,665+1%$20.8M$21.0M+$166.4K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED276,657275,263+1,394+1%$20.9M$20.9M-$5.0K2026-11-04
Atwater Malick LLC
INCREASED272,999264,081+8,918+3%$20.0M$20.6M+$566.7K2026-10-15
Verus Capital Partners, LLC
INCREASED260,230255,392+4,838+2%$19.4M$19.6M+$262.6K2026-11-03
Cypress Financial Planning LLC
DECREASED243,711267,041-23,330-9%$20.2M$18.4M-$1.9M2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED242,848242,84800%$18.4M$18.4M$02026-11-03
Clear Wave Wealth Management LLC
DECREASED239,568243,115-3,547-1%$18.4M$18.1M-$364.7K2026-11-04
LifeGoal Investments, LLC
INCREASED239,378232,615+6,763+3%$17.6M$18.0M+$416.9K2026-10-09
IFS Advisors, LLC
DECREASED238,629240,027-1,398-1%$18.2M$18.0M-$201.4K2026-10-14
Capital Planning LLC
DECREASED238,262240,778-2,516-1%$18.2M$18.0M-$286.0K2026-10-09
truNorth Financial Services, Inc.
INCREASED236,942236,045+897+0%$17.9M$17.9M-$26.9K2026-11-06
WealthPlan Investment Management, LLC
DECREASED236,634265,749-29,115-11%$20.1M$17.8M-$2.3M2026-10-15
46 Peaks LLC
DECREASED230,269243,630-13,361-5%$18.5M$17.4M-$1.1M2026-11-03
PFS Partners, LLC
DECREASED228,194231,763-3,569-2%$17.6M$17.2M-$361.8K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED223,466197,951+25,515+13%$15.0M$16.8M+$1.8M2026-10-16
Eagle Strategies LLC
INCREASED221,780216,385+5,395+2%$16.4M$16.7M+$320.2K2026-10-16
Twelve Points Wealth Management LLC
INCREASED220,495202,235+18,260+9%$15.3M$17.9M+$2.5M2026-11-03
Dynamic Advisor Solutions LLC
DECREASED219,813220,075-2620%$16.7M$16.6M-$107.8K2026-10-13
Churchill Financial Advisors, LLC
INCREASED212,364197,441+14,923+8%$15.0M$16.0M+$1.0M2026-10-20
Well Done, LLC
DECREASED210,227218,014-7,787-4%$16.5M$15.8M-$674.3K2026-10-20
Planning Strategies Inc.
INCREASED205,989205,356+633+0%$15.6M$15.5M-$34.4K2026-10-02
FC Advisory LLC
INCREASED205,021199,373+5,648+3%$15.1M$15.5M+$346.0K2026-10-05
KOM Wealth Management Group, LLC
DECREASED201,542206,662-5,120-2%$15.7M$15.2M-$468.7K2026-10-15
Beaumont Financial Advisors, LLC
DECREASED198,417200,797-2,380-1%$15.2M$15.0M-$259.7K2026-10-22
Meridian Wealth Management, LLC
INCREASED197,148195,870+1,278+1%$14.8M$14.9M+$18.0K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED194,925183,920+11,005+6%$13.9M$14.7M+$756.1K2026-11-06
Valmark Advisers, Inc.
INCREASED192,133183,544+8,589+5%$13.9M$14.5M+$574.1K2026-11-06
WealthPLAN Partners, LLC
DECREASED191,864197,583-5,719-3%$15.0M$14.5M-$510.2K2026-10-15
Ridgecrest Wealth Partners, LLC
INCREASED185,594181,702+3,892+2%$13.8M$14.0M+$220.7K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED180,677173,693+6,984+4%$13.2M$13.6M+$457.1K2026-11-04
Savant Capital, LLC
INCREASED180,046156,492+23,554+15%$11.9M$13.6M+$1.6M2026-11-06
Atlas Private Wealth Advisors
INCREASED179,746175,430+4,316+2%$13.3M$13.6M+$255.2K2026-10-23
TriaGen Wealth Management LLC
INCREASED176,378172,855+3,523+2%$13.1M$13.3M+$196.5K2026-10-14
Allworth Financial LP
INCREASED173,926171,292+2,634+2%$13.0M$13.2M+$199.6K2026-11-06
Assetmark, Inc
INCREASED169,197165,451+3,746+2%$12.5M$12.8M+$216.2K2026-10-21
Journey Advisory Group, LLC
DECREASED168,734175,501-6,767-4%$13.3M$12.7M-$580.4K2026-11-04
Baker Avenue Asset Management, LP
INCREASED165,467162,827+2,640+2%$12.3M$12.5M+$133.9K2026-11-06
Beacon Advisors Holdings, LLC
INCREASED158,998154,866+4,132+3%$11.7M$12.0M+$249.6K2026-10-27
Citigroup Inc
INCREASED158,760157,628+1,132+1%$11.9M$12.0M+$22.3K2026-11-04
D.A. Davidson & Co.
INCREASED150,850139,388+11,462+8%$10.6M$11.4M+$808.3K2026-10-28
Targeted Financial Services LLC
DECREASED149,702152,836-3,134-2%$11.6M$11.3M-$297.4K2026-10-19
Sfam, LLC
INCREASED149,535145,800+3,735+3%$11.1M$11.3M+$223.3K2026-11-03
Forbes Financial Planning, Inc.
DECREASED147,112148,966-1,854-1%$11.3M$11.1M-$199.4K2026-10-23
Davidson Investment Advisors
DECREASED147,109151,090-3,981-3%$11.5M$11.1M-$360.6K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED145,775143,317+2,458+2%$10.9M$11.0M+$127.9K2026-10-22
Shepherd Financial Partners LLC
INCREASED144,523141,358+3,165+2%$10.7M$10.9M+$182.1K2026-11-03
HF Advisory Group, LLC
INCREASED141,759136,472+5,287+4%$10.3M$10.7M+$344.0K2026-10-09
Sterling Manor Financial, LLC
NEW141,531—+141,531——$10.7M—2026-10-21
Capital Investment Counsel, LLC
INCREASED139,603135,187+4,416+3%$10.2M$10.5M+$278.8K2026-10-14
GC Wealth Management RIA, LLC
INCREASED138,543123,600+14,943+12%$9.4M$10.4M+$1.1M2026-11-02
Strategic Blueprint, LLC
INCREASED134,429134,239+190+0%$10.2M$10.1M-$39.4K2026-10-22
Wright Wealth LLC
INCREASED134,051125,618+8,433+7%$9.5M$10.1M+$585.5K2026-10-29
Parsons Capital Management Inc
INCREASED132,552125,526+7,026+6%$9.5M$10.0M+$479.5K2026-10-28
Forte Asset Management LLC
DECREASED131,951143,805-11,854-8%$10.9M$9.9M-$951.2K2026-10-13
Autumn Glory Partners, LLC
INCREASED131,217114,631+16,586+14%$8.7M$9.9M+$1.2M2026-10-26
Park Avenue Securities LLC
INCREASED129,094119,253+9,841+8%$9.0M$9.7K-$9.0M2026-10-26
Pearl Planning LLC
INCREASED129,066113,556+15,510+14%$8.6M$9.7M+$1.1M2026-10-13
Csenge Advisory Group
INCREASED128,45396,206+32,247+34%$7.3M$9.7M+$2.4M2026-11-04
Hubbell Strickland Wealth Management, LLC
INCREASED128,074121,244+6,830+6%$9.2M$9.7M+$466.4K2026-10-29
Princeton Global Asset Management LLC
DECREASED127,773139,603-11,830-8%$10.6M$9.6M-$947.7K2026-10-21
Fairway Financial, LLC
DECREASED127,452161,709-34,257-21%$12.3M$9.6M-$2.6M2026-10-20
AlphaCore Capital LLC
INCREASED127,164122,979+4,185+3%$9.3M$9.6M+$266.3K2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED126,992126,480+512+0%$9.6M$9.6M-$12.0K2026-11-06
Meridian Financial Advisors, LLC
INCREASED126,135123,859+2,276+2%$9.4M$9.5M+$122.1K2026-10-14
Royal Fund Management, LLC
INCREASED125,534125,302+232+0%$9.5M$9.5M-$34.3K2026-10-22
Johnson & White Wealth Management, LLC
INCREASED123,526120,428+3,098+3%$9.1M$9.3M+$185.4K2026-11-03
Hoese & Co LLP
DECREASED123,114123,301-1870%$9.3M$9.3M-$64.6K2026-10-21
Philip James Wealth Mangement, LLC
DECREASED121,598125,283-3,685-3%$9.5M$9.2M-$327.7K2026-10-27
Flagship Wealth Advisors, LLC
INCREASED120,710115,058+5,652+5%$8.7M$9.1M+$380.1K2026-11-03
MGO One Seven LLC
DECREASED120,612138,845-18,233-13%$10.5M$9.1M-$1.4M2026-10-28
Sheets Smith Wealth Management
DECREASED119,653120,701-1,048-1%$9.1M$9.0M-$127.2K2026-10-16
ADG Wealth Management Group, LLC
INCREASED118,662117,512+1,150+1%$8.9M$8.9M+$39.7K2026-10-23
Brookstone Capital Management
INCREASED118,028114,039+3,989+4%$8.6M$8.9M+$255.1K2026-10-22
Professional Financial Advisors, LLC
INCREASED116,831115,292+1,539+1%$8.7M$8.8M+$69.9K2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED116,621123,793-7,172-6%$9.4M$8.8M-$610.0K2026-10-13
TME Financial, Inc.
INCREASED116,211111,584+4,627+4%$8.5M$8.8M+$304.2K2026-10-14
Madson Wealth Advisors Inc
DECREASED116,160118,526-2,366-2%$9.0M$8.8M-$225.8K2026-10-13
Prota Financial, LLC
INCREASED115,968114,115+1,853+2%$8.7M$8.7M+$64.5K2026-10-08
Ayrshire Capital Management LLC
INCREASED115,85768,474+47,383+69%$5.2M$8.7M+$3.5M2026-10-20
Quad-Cities Investment Group, LLC
INCREASED115,310114,293+1,017+1%$8.7M$8.7M+$31.0K2026-10-16
Lineweaver Wealth Advisors, LLC
DECREASED114,874115,466-592-1%$8.8M$8.7M-$90.8K2026-10-13
Diversify Advisory Services, LLC
INCREASED114,655102,799+11,856+12%$8.0M$9.0M+$971.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED114,655102,799+11,856+12%$8.0M$9.0M+$971.9K2026-10-20
Crumly & Associates Inc.
DECREASED113,101114,563-1,462-1%$8.7M$8.5M-$156.0K2026-10-07
Matisse Capital
DECREASED111,609111,661-520%$8.5M$8.4M-$48.6K2026-10-29
Correct Capital Wealth Management
DECREASED110,381146,031-35,650-24%$11.1M$8.3M-$2.7M2026-11-02
AtlasMark Financial, Inc
INCREASED108,197106,864+1,333+1%$8.1M$8.2M+$57.7K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED107,304103,646+3,658+4%$7.9M$8.1M+$234.3K2026-10-23
Keeler Thomas Management LLC
DECREASED106,856110,156-3,300-3%$8.3M$8.1M-$292.9K2026-10-29
Physician Wealth Advisors, Inc.
DECREASED106,017107,581-1,564-1%$8.2M$8.0M-$160.9K2026-10-20
Alhambra Investment Management LLC
INCREASED105,124104,316+808+1%$7.9M$7.9M+$19.2K2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED105,090115,370-10,280-9%$8.7M$7.9M-$821.2K2026-10-08
Fiduciary Alliance LLC
DECREASED104,114107,569-3,455-3%$8.2M$7.8M-$303.5K2026-10-13
Schear Investment Advisers, LLC
NEW103,646—+103,646——$7.8M—2026-10-14
Tempo Wealth, LLC
DECREASED103,646104,195-549-1%$7.9M$7.8M-$83.1K2026-10-14
Aprio Wealth Management, LLC
DECREASED103,295139,109-35,814-26%$10.5M$7.8M-$2.8M2026-10-28
Asset Dedication, LLC
DECREASED102,196103,140-944-1%$7.8M$7.7M-$112.4K2026-11-03
Harbor Investment Advisory, LLC
INCREASED101,09999,517+1,582+2%$7.5M$7.6M+$79.5K2026-10-13
Connecticut Wealth Management, LLC
DECREASED101,045101,054-90%$7.7M$7.6M-$41.1K2026-10-13
Premier Path Wealth Partners, LLC
DECREASED100,930134,517-33,587-25%$10.2M$7.6M-$2.6M2026-10-16
Stillwater Wealth Management Group
INCREASED100,46397,217+3,246+3%$7.4M$7.6M+$205.9K2026-10-21
Towercrest Capital Management
DECREASED96,15997,675-1,516-2%$7.4M$7.2M-$153.4K2026-10-23
Wealth Group Ltd
DECREASED94,815100,102-5,287-5%$7.6M$7.2M-$402.6K2026-10-07
TD Waterhouse Canada Inc.
DECREASED94,80596,188-1,383-1%$7.3M$7.2M-$163.3K2026-10-16
Flagstar Securities, Inc
DECREASED94,793106,728-11,935-11%$8.1M$7.1M-$942.5K2026-10-15
Ashton Thomas Securities, LLC
NEW93,592—+93,592——$7.1M—2026-10-26
Wealthcare Advisory Partners LLC
DECREASED93,52794,180-653-1%$7.1M$7.1M-$86.9K2026-10-21
Concord Wealth Partners
DECREASED92,55896,747-4,189-4%$7.3M$7.0M-$354.5K2026-11-02
Vaquero Private Wealth, LTD
DECREASED92,403103,388-10,985-11%$7.8M$7.0M-$869.5K2026-10-27
Marino, Stram & Associates LLC
INCREASED92,19188,429+3,762+4%$6.7M$7.0M+$248.3K2026-10-22
Ddfg, Inc
INCREASED89,87581,918+7,957+10%$6.2M$6.8M+$567.1K2026-10-15
Flagship Capital Management Inc.
DECREASED89,64991,144-1,495-2%$6.9M$6.8M-$149.2K2026-10-20
LexAurum Advisors, LLC
INCREASED88,41386,080+2,333+3%$6.5M$6.7M+$141.5K2026-10-19
Larson Financial Group LLC
DECREASED87,54789,612-2,065-2%$6.8M$6.6M-$191.6K2026-11-05
Gamma Investing LLC
INCREASED86,23885,103+1,135+1%$6.4M$6.5M+$51.5K2026-10-08
Vise Technologies, Inc.
INCREASED85,80754,907+30,900+56%$4.2M$6.5M+$2.3M2026-10-29
Visionary Wealth Advisors
DECREASED84,01785,249-1,232-1%$6.5M$6.3M-$127.0K2026-11-04
Endowment Wealth Management, Inc.
INCREASED83,54775,683+7,864+10%$5.7M$6.3M+$562.7K2026-11-03
BIP Wealth, LLC
INCREASED80,91879,332+1,586+2%$6.0M$6.1M+$87.8K2026-10-22
US Bancorp \de\
INCREASED78,21974,958+3,261+4%$5.7M$5.9M+$215.9K2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED77,93777,902+35+0%$5.9M$5.9M-$28.6K2026-10-19
Smith Thornton Advisors LLC
INCREASED77,33074,995+2,335+3%$5.8M$5.8M+$39.6K2026-10-16
Accretive Wealth Partners, LLC
INCREASED76,80672,373+4,433+6%$5.5M$5.8M+$305.3K2026-11-06
Carlson Financial, Inc.
INCREASED76,31374,069+2,244+3%$5.6M$5.8M+$138.8K2026-11-05
Financial Perspectives, Inc
INCREASED75,55973,747+1,812+2%$5.6M$5.7M+$107.1K2026-11-03
Pinnacle Associates LTD
DECREASED72,71674,075-1,359-2%$5.6M$5.5M-$132.0K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED72,12764,106+8,021+13%$4.9M$5.4M+$579.2K2026-10-14
IFP Advisors, Inc
INCREASED71,38569,089+2,296+3%$5.2M$5.4M+$145.5K2026-10-16
Riverbend Wealth Management, LLC
INCREASED71,16256,964+14,198+25%$4.3M$5.4M+$1.0M2026-10-15
JB Capital LLC
INCREASED71,04868,743+2,305+3%$5.2M$5.4M+$146.2K2026-10-19
Merit Financial Group, LLC
DECREASED70,48872,364-1,876-3%$5.5M$5.3M-$170.4K2026-11-06
Concord Asset Management, LLC
DECREASED70,21174,019-3,808-5%$5.6M$5.3M-$316.7K2026-11-02
Samalin Investment Counsel, LLC
INCREASED70,04167,588+2,453+4%$5.1M$5.3M+$157.9K2026-10-23
Keenan, LLC
DECREASED69,09174,415-5,324-7%$5.6M$5.2M-$431.2K2026-10-23
Beacon Financial Advisory LLC
INCREASED68,22765,070+3,157+5%$4.9M$5.1M+$211.9K2026-10-16
Verdence Capital Advisors LLC
INCREASED68,13866,150+1,988+3%$5.0M$5.1M+$123.4K2026-10-26
Integrity Alliance, Llc.
DECREASED67,77068,791-1,021-1%$5.2M$5.1M-$104.5K2026-10-29
Level Four Advisory Services, LLC
DECREASED66,57880,425-13,847-17%$6.1M$5.0M-$1.1M2026-11-06
Chicago Partners Investment Group LLC
INCREASED66,54962,576+3,973+6%$4.8M$5.3M+$469.7K2026-10-27
SevenBridge Financial Group, LLC
INCREASED65,84260,110+5,732+10%$4.8M$5.2M+$441.7K2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED65,76663,281+2,485+4%$4.8M$5.0M+$162.0K2026-11-05
Lynch Investment Planning, LLC
INCREASED65,62464,725+899+1%$4.9M$4.9M+$41.9K2026-10-27
RFG Advisory, LLC
INCREASED64,00258,285+5,717+10%$4.4M$4.8M+$407.7K2026-11-03
Farther Finance Advisors, LLC
INCREASED62,81461,277+1,537+3%$4.6M$4.7M+$91.4K2026-10-08
Clarity Asset Management, Inc.
INCREASED61,10458,024+3,080+5%$4.4M$4.6M+$209.0K2026-10-14
Independent Financial Group, LLC
INCREASED60,46957,654+2,815+5%$4.4M$4.6M+$189.2K2026-10-13
Tranquility Partners, LLC
DECREASED60,40965,479-5,070-8%$5.0M$4.6M-$408.4K2026-10-20
Milestone Asset Management Group, LLC
INCREASED59,37956,780+2,599+5%$4.3M$4.5M+$173.2K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED59,25654,419+4,837+9%$4.1M$4.5M+$342.9K2026-10-26
Titleist Asset Management, LLC
DECREASED59,11161,382-2,271-4%$4.7M$4.5M-$195.8K2026-10-08
Focused Alpha, LLC
INCREASED59,01357,543+1,470+3%$4.4M$4.4M+$87.8K2026-10-20
Family Legacy, Inc.
DECREASED58,82259,888-1,066-2%$4.5M$4.4M-$104.3K2026-10-13
Central Trust Co
UNCHANGED58,44558,44500%$4.4M$4.4M-$23.4K2026-11-05
Directional Asset Management
INCREASED57,64355,657+1,986+4%$4.2M$4.3M+$127.4K2026-10-22
Lantern Wealth Advisors, LLC
DECREASED56,19556,514-319-1%$4.3M$4.2M-$46.7K2026-10-22
Perryman Financial Advisory Inc
INCREASED56,11352,681+3,432+7%$4.0M$4.2M+$237.7K2026-10-16
Indivisible Partners
INCREASED55,97354,797+1,176+2%$4.2M$4.2M+$66.7K2026-10-26
Bonfire Financial
INCREASED55,55440,725+14,829+36%$3.1M$4.2M+$1.1M2026-11-06
Creative Financial Designs Inc
INCREASED54,90854,420+488+1%$4.1M$4.1M+$15.0K2026-11-04
Norway Savings Bank
INCREASED54,62851,764+2,864+6%$3.9M$4.1M+$195.2K2026-10-20
4J Wealth Management LLC
INCREASED53,70649,430+4,276+9%$3.7M$4.0M+$302.6K2026-11-02
Fulton Bank, N.A.
INCREASED53,47533,720+19,755+59%$2.6M$4.0M+$1.5M2026-10-14
RVW Wealth, LLC
DECREASED53,40854,548-1,140-2%$4.1M$4.0M-$107.8K2026-10-06
Thrive Capital Management, LLC
DECREASED53,31853,829-511-1%$4.1M$4.0M-$60.0K2026-10-28
Ring Mountain Capital, LLC
INCREASED52,29252,200+92+0%$4.0M$3.9M-$13.9K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED52,22147,577+4,644+10%$3.6M$3.9M+$331.1K2026-10-29
TFB Advisors LLC
INCREASED52,1997,000+45,199+646%$530.5K$3.9M+$3.4M2026-11-02
Innovative Wealth Building LLC
DECREASED51,73756,201-4,464-8%$4.3M$3.9M-$359.0K2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED51,59445,955+5,639+12%$3.5M$3.9M+$406.7K2026-10-28
KPP Advisory Services LLC
DECREASED51,499156,523-105,024-67%$11.9M$3.9M-$8.0M2026-10-26
Integrated Advisors Network LLC
DECREASED51,14456,799-5,655-10%$4.3M$3.9M-$449.1K2026-10-20
Aspiriant, LLC
DECREASED49,35650,217-861-2%$3.8M$3.7M-$85.0K2026-10-16
WBH Advisory Inc
INCREASED49,19949,167+32+0%$3.7M$3.7M-$17.2K2026-11-05
Weaver Consulting Group
INCREASED48,24047,495+745+2%$3.6M$3.6M+$37.2K2026-10-07
Guidance Point Advisors, LLC
DECREASED47,84150,621-2,780-5%$3.8M$3.6M-$229.9K2026-10-15
SeaBridge Investment Advisors LLC
NEW47,476—+47,476——$3.6M—2026-11-02
Modera Wealth Management, LLC
INCREASED47,31213,368+33,944+254%$1.0M$3.6M+$2.6M2026-10-28
Lido Advisors, LLC
INCREASED46,45235,482+10,970+31%$2.7M$3.5M+$812.9K2026-11-04
Oak Asset Management, LLC
INCREASED46,43746,162+275+1%$3.5M$3.5M+$2.3K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED46,38246,38200%$3.5M$3.5M$02026-10-06
Financial Concepts Unlimited, Inc.
INCREASED45,23444,808+426+1%$3.4M$3.4M+$14.2K2026-11-06
Fermata Advisors, LLC
DECREASED43,90145,675-1,774-4%$3.5M$3.3M-$152.0K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED43,85142,021+1,830+4%$3.2M$3.3M+$121.1K2026-10-14
Centerpoint Advisory Group
INCREASED42,89140,176+2,715+7%$3.0M$3.2M+$188.7K2026-10-23
Echo Wealth Management, LLC
INCREASED42,51940,792+1,727+4%$3.1M$3.2M+$113.9K2026-10-15
Flavin Financial Services, Inc.
DECREASED41,94342,095-1520%$3.2M$3.2M-$28.3K2026-10-21
Hofer & Associates. Inc
NEW41,916—+41,916——$3.2M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED41,91641,563+353+1%$3.2M$3.2M+$9.9K2026-10-14
Winthrop Advisory Group LLC
INCREASED41,51141,195+316+1%$3.1M$3.1M+$7.4K2026-10-22
Axxcess Wealth Management, LLC
DECREASED41,48641,855-369-1%$3.2M$3.1M-$44.6K2026-10-21
VestGen Advisors, LLC
DECREASED41,43242,000-568-1%$3.2M$3.1M-$59.6K2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED41,24940,174+1,075+3%$3.0M$3.1M+$65.0K2026-11-04
Oak Barrel Wealth Advisory LLC
DECREASED40,99944,468-3,469-8%$3.4M$3.1M-$279.3K2026-11-05
First Heartland Consultants, Inc.
DECREASED40,89271,070-30,178-42%$5.4M$3.1M-$2.3M2026-10-08
MBE Wealth Management, LLC
DECREASED40,79045,043-4,253-9%$3.4M$3.1M-$338.7K2026-10-26
Cannon Advisors, Inc.
NEW40,122—+40,122——$3.1M—2026-10-14
Symphony Financial, Ltd. Co.
INCREASED39,83439,197+637+2%$3.0M$3.0M+$51.0K2026-10-22
Tennessee Valley Asset Management Partners
INCREASED39,81839,770+48+0%$3.0M$3.0M-$12.3K2026-11-03
GSG Advisors LLC
INCREASED39,53839,424+114+0%$3.0M$3.0M-$7.2K2026-11-03
Beacon Financial Planning, Inc
INCREASED39,12833,163+5,965+18%$2.5M$2.9M+$436.4K2026-11-04
Jacobi Capital Management LLC
NEW38,823—+38,823——$2.9M—2026-11-05
CoreCap Advisors, LLC
INCREASED38,59035,556+3,034+9%$2.7M$2.9M+$214.5K2026-10-08
Forza Wealth Management, LLC
INCREASED37,89337,693+200+1%$2.9M$2.9M+$12026-10-20
Alliance Wealth Management Group
DECREASED37,81639,174-1,358-3%$3.0M$2.9M-$118.1K2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED37,25534,075+3,180+9%$2.6M$2.8M+$226.1K2026-11-04
MFA Wealth Services
DECREASED37,25538,287-1,032-3%$2.9M$2.8M-$93.1K2026-10-14
Wedmont Private Capital
INCREASED37,10935,791+1,318+4%$2.8M$2.9M+$95.0K2026-10-09
Lotus Asset Management LLC
INCREASED36,79136,340+451+1%$2.8M$2.8M+$19.5K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED36,18731,763+4,424+14%$2.4M$2.7M+$320.8K2026-10-21
Old Mission Investment Co LLC
INCREASED36,12135,602+519+1%$2.7M$2.7M+$24.9K2026-10-22
KCM Investment Advisors LLC
UNCHANGED35,99235,99200%$2.7M$2.7M-$14.4K2026-10-27
Southland Equity Partners LLC
INCREASED35,88032,501+3,379+10%$2.5M$2.7M+$241.7K2026-10-14
Cullen T Bankers, Inc.
INCREASED35,60125,062+10,539+42%$1.9M$2.7M+$784.5K2026-10-28
Claro Advisors Inc.
INCREASED34,64123,609+11,032+47%$1.8M$2.6M+$822.3K2026-11-02
Bouvel Investment Partners, LLC
INCREASED33,92231,473+2,449+8%$2.4M$2.6M+$172.0K2026-10-13
Quest 10 Wealth Builders, Inc.
DECREASED33,89434,471-577-2%$2.6M$2.6M-$52.1K2026-11-02
Probity Advisors, Inc.
DECREASED33,82433,959-1350%$2.6M$2.5M-$23.8K2026-10-23
Post Resch Tallon Group Inc.
INCREASED33,70031,350+2,350+8%$2.4M$2.5M+$164.6K2026-10-09
Spire Wealth Management
INCREASED32,84429,359+3,485+12%$2.2M$2.5M+$251.0K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED32,76630,914+1,852+6%$2.3M$2.5M+$127.3K2026-10-14
Evergreen Capital Management LLC
INCREASED32,41927,672+4,747+17%$2.1M$2.4M+$346.8K2026-10-23
Financial Insights, Inc.
DECREASED32,22632,636-410-1%$2.5M$2.4M-$44.0K2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED32,18727,246+4,941+18%$2.1M$2.4M+$361.6K2026-10-13
Worth Asset Management, LLC
INCREASED32,10917,670+14,439+82%$1.3M$2.4M+$1.1M2026-10-07
Gallacher Capital Management LLC
DECREASED32,07632,201-1250%$2.4M$2.4M-$22.3K2026-10-30
Global Wealth Management Investment Advisory, Inc.
INCREASED32,01631,743+273+1%$2.4M$2.4M+$7.9K2026-11-04
Omni 360 Wealth, Inc.
DECREASED31,81632,009-193-1%$2.4M$2.4M-$27.3K2026-10-13
Objective Capital Management, LLC
INCREASED31,50831,447+61+0%$2.4M$2.4M-$8.0K2026-10-13
Bailard, Inc.
INCREASED31,00630,906+100+0%$2.3M$2.3M-$4.8K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED30,76232,095-1,333-4%$1.9M$1.9M+$50.8K2026-11-04
Centurion Wealth Management LLC
INCREASED30,66930,143+526+2%$2.3M$2.3M+$27.6K2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED30,63730,068+569+2%$2.3M$2.3M+$30.8K2026-10-16
First Bancorp, Inc
INCREASED30,50529,678+827+3%$2.2M$2.3M+$50.5K2026-10-26
Curated Wealth Partners LLC
UNCHANGED30,46030,46000%$2.3M$2.3M-$12.2K2026-10-15
Mendel Money Management
INCREASED30,21025,915+4,295+17%$2.0M$2.3M+$313.4K2026-11-02
Sterling Investment Counsel, LLC
DECREASED30,13330,186-530%$2.3M$2.3M-$16.1K2026-10-19
Selby Wealth Management, LLC
DECREASED30,08330,487-404-1%$2.3M$2.3M-$42.7K2026-10-16
Keudell ison Wealth Management
UNCHANGED30,03630,03600%$2.3M$2.3M-$12.0K2026-10-16
Mirae Asset Global Investments Co., Ltd.
DECREASED30,00031,500-1,500-5%$2.4M$2.3M-$125.7K2026-11-03
Sowa Financial Group, Inc.
DECREASED29,72730,382-655-2%$2.3M$2.2K-$2.3M2026-10-26
Investment Partners, Ltd.
INCREASED29,57015,574+13,996+90%$1.2M$2.2M+$1.0M2026-10-29
Pacific Park Financial, Inc.
DECREASED29,42029,434-140%$2.2M$2.2M-$12.8K2026-10-13
Mlp3, LLC
INCREASED29,18223,792+5,390+23%$1.8M$2.2M+$396.9K2026-10-22
Lmcg Investments, LLC
DECREASED28,94929,794-845-3%$2.3M$2.2M-$75.6K2026-10-21
Northside Capital Management, LLC
UNCHANGED28,70028,70000%$2.2M$2.2M-$11.5K2026-10-13
Compound Planning, Inc.
INCREASED28,56028,000+560+2%$2.1M$2.2M+$31.0K2026-11-05
Ellis Investment Partners, LLC
INCREASED28,55828,453+105+0%$2.2M$2.2M-$3.5K2026-10-21
Venture Visionary Partners LLC
INCREASED28,43927,010+1,429+5%$2.0M$2.1M+$96.9K2026-10-07
Bluedoor Private Wealth, LLC
DECREASED28,39928,532-1330%$2.2M$2.1M-$21.4K2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED28,31326,172+2,141+8%$2.0M$2.1M+$151.0K2026-10-09
Prism Advisors, Inc.
DECREASED28,20728,216-90%$2.1M$2.2M+$30.1K2026-10-09
DecisionMap Wealth Management, LLC
INCREASED27,15624,390+2,766+11%$1.8M$2.0M+$198.8K2026-10-29
Rodgers & Associates, LTD
DECREASED26,95127,680-729-3%$2.1M$2.0M-$66.1K2026-10-20
Sound Stewardship, LLC
DECREASED26,86027,208-348-1%$2.1M$2.0M-$37.2K2026-10-14
APS Management Group, Inc.
DECREASED26,82137,386-10,565-28%$2.8M$2.0M-$811.4K2026-10-14
Thrivent Financial for Lutherans
DECREASED26,75127,194-443-2%$2.1M$2.0M-$43.0K2026-11-05
PFG Advisors
INCREASED26,64525,656+989+4%$1.9M$2.0M+$64.3K2026-10-16
Ascentis Wealth Management, LLC
INCREASED26,36423,266+3,098+13%$1.8M$2.0M+$224.2K2026-11-03
First National Trust Co
INCREASED26,25323,994+2,259+9%$1.8M$2.0M+$160.7K2026-10-28
Camden National Bank
INCREASED26,21526,139+76+0%$2.0M$2.0M-$4.7K2026-11-02
USAdvisors Wealth Management, LLC
DECREASED26,07326,269-196-1%$2.0M$2.0K-$2.0M2026-10-21
Daymark Wealth Partners, LLC
INCREASED25,9086,085+19,823+326%$461.2K$2.0M+$1.5M2026-11-04
180 Wealth Advisors, LLC
DECREASED25,66127,342-1,681-6%$2.1M$1.9M-$137.6K2026-11-03
Certified Advisory Corp
INCREASED25,60725,601+6+0%$1.9M$1.9M-$9.7K2026-10-29
Onyx Bridge Wealth Group LLC
DECREASED25,41626,278-862-3%$2.0M$1.9M-$75.5K2026-10-16
Islay Capital Management, LLC
DECREASED25,04036,216-11,176-31%$2.7M$1.9M-$857.0K2026-10-20
Decker Retirement Planning Inc.
INCREASED24,99324,706+287+1%$1.9M$1.9M+$11.8K2026-10-19
Patriot Investment Management Group, Inc.
INCREASED24,70122,894+1,807+8%$1.7M$1.9M+$127.1K2026-10-15
Keybank National Association
INCREASED24,34921,667+2,682+12%$1.6M$1.8M+$193.5K2026-11-04
Nottingham Advisors, Inc.
UNCHANGED24,12124,12100%$1.8M$1.8M-$30.2K2026-10-29
Roman Butler Fullerton & Co
DECREASED23,88723,924-370%$1.8M$1.9M+$27.8K2026-10-27
Retirement Planning Group, LLC
DECREASED23,59726,765-3,168-12%$2.0M$1.8M-$249.6K2026-10-19
Grey Ledge Advisors, LLC
DECREASED23,43723,542-1050%$1.8M$1.8M-$17.3K2026-11-02
Joel Isaacson & Co., LLC
INCREASED23,28822,422+866+4%$1.7M$1.8M+$56.3K2026-11-05
MidAtlantic Capital Management, Inc.
DECREASED23,24631,009-7,763-25%$2.4M$1.8M-$597.6K2026-11-05
Apollon Wealth Management, LLC
DECREASED23,09423,416-322-1%$1.8M$1.7M-$33.7K2026-10-23
Gilpin Wealth Management, LLC
INCREASED22,74022,615+125+1%$1.7M$1.7M+$3782026-10-09
Uptick Partners, LLC
DECREASED22,19823,410-1,212-5%$1.8M$1.7M-$100.7K2026-11-04
Mission Wealth Management, LP
DECREASED21,92323,740-1,817-8%$1.8M$1.7M-$146.5K2026-10-15
Private Trust Co NA
INCREASED21,80617,438+4,368+25%$1.3M$1.6M+$322.3K2026-10-20
Quadrant Private Wealth Management, LLC
INCREASED21,53221,158+374+2%$1.6M$1.6M+$19.7K2026-11-04
Parallel Advisors, LLC
INCREASED21,24220,604+638+3%$1.6M$1.6M+$39.8K2026-11-03
Occidental Asset Management, LLC
UNCHANGED20,88820,88800%$1.6M$1.6M-$8.4K2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED20,84021,655-815-4%$1.6M$1.6M-$70.1K2026-11-04
Signal Advisors Wealth, LLC
INCREASED20,80119,767+1,034+5%$1.5M$1.6M+$70.1K2026-10-13
International Assets Investment Management, LLC
INCREASED20,74119,933+808+4%$1.5M$1.6M+$47.7K2026-11-02
Teamwork Financial Advisors, LLC
DECREASED20,54421,962-1,418-6%$1.7M$1.5M-$115.7K2026-10-19
Clearstead Advisors, LLC
INCREASED20,24520,241+4+0%$1.5M$1.5M-$7.8K2026-11-06
Gouws Capital LLC
DECREASED20,24227,685-7,443-27%$2.1M$1.5M-$572.2K2026-10-09
BOS Asset Management, LLC
INCREASED20,19618,568+1,628+9%$1.4M$1.5M+$115.3K2026-10-09
Bluesphere Advisors LLC
INCREASED20,04918,399+1,650+9%$1.4M$1.5M+$117.0K2026-10-19
BigSur Wealth Management LLC
NEW20,000—+20,000——$1.5M—2026-10-13
Clear Creek Financial Management, LLC
DECREASED19,97926,375-6,396-24%$2.0M$1.5M-$492.7K2026-10-28
Investment Partners Asset Management, Inc.
DECREASED19,96721,168-1,201-6%$1.6M$1.5M-$99.0K2026-10-09
Arwa LLC
DECREASED19,96421,050-1,086-5%$1.6M$1.5M-$84.6K2026-10-21
Beam Wealth Advisors, Inc.
DECREASED19,67519,905-230-1%$1.5M$1.5M-$25.3K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED19,58019,838-258-1%$1.5M$1.5M-$27.3K2026-10-20
Koshinski Asset Management, Inc.
INCREASED19,52118,735+786+4%$1.4M$1.5M+$51.8K2026-10-29
Opulen Financial Group LLC
DECREASED19,48420,065-581-3%$1.5M$1.5M-$51.9K2026-10-22
Avantra Family Wealth, Inc.
INCREASED19,41518,467+948+5%$1.4M$1.5M+$64.1K2026-10-20
Insight Advisors, LLC/ PA
DECREASED19,26919,431-162-1%$1.5M$1.5M-$19.9K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED19,13119,117+14+0%$1.4M$1.4M-$6.6K2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED19,12719,12700%$1.4M$1.4M-$7.7K2026-10-26
Valley National Advisers Inc
INCREASED19,08318,910+173+1%$1.4M$1.4M+$5.5K2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED18,87621,418-2,542-12%$1.6M$1.4M-$200.2K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED18,76919,084-315-2%$1.4M$1.4M-$31.3K2026-10-23
Money Concepts Capital Corp
INCREASED18,7428,579+10,163+118%$650.2K$1.4M+$762.8K2026-11-06
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED18,14718,14700%$1.4M$1.4M-$7.3K2026-11-02
Hegarty Advisors, LLC
INCREASED18,0739,452+8,621+91%$716.4K$1.4M+$646.1K2026-10-20
Naples Global Advisors, LLC
INCREASED17,90017,610+290+2%$1.3M$1.3M+$14.8K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED17,82417,446+378+2%$1.3M$1.3M+$21.9K2026-10-30
Essex Bank
DECREASED17,79317,946-153-1%$1.4M$1.3M-$18.9K2026-10-16
Norden Group LLC
DECREASED17,61117,673-620%$1.3M$1.3M-$11.7K2026-10-20
McLean Asset Management Corp
INCREASED17,59217,547+45+0%$1.4M$1.4M+$42.9K2026-11-06
Freestate Advisors LLC
INCREASED17,25517,184+71+0%$1.3M$1.3M-$1.5K2026-10-09
Ehrlich Financial Group
DECREASED17,21217,295-830%$1.3M$1.3M-$13.2K2026-10-20
Sound Financial Strategies Group, LLC
DECREASED17,14717,593-446-3%$1.3M$1.3M-$40.7K2026-10-30
Human Investing LLC
UNCHANGED17,05717,05700%$1.3M$1.3M-$6.8K2026-10-19
CRA Financial Services, LLC
DECREASED17,02018,806-1,786-9%$1.4M$1.3M-$142.2K2026-10-16
Integrity Advisory Solutions, LLC
NEW16,959—+16,959——$1.3M—2026-10-29
Magnus Financial Group LLC
INCREASED16,91616,252+664+4%$1.2M$1.3M+$43.5K2026-10-21
Blue Trust, Inc.
INCREASED16,76412,779+3,985+31%$968.5K$1.3M+$295.3K2026-10-15
Transce3nd, LLC
NEW16,718—+16,718——$1.3M—2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED16,57016,57000%$1.3M$1.2M-$6.6K2026-10-05
Brighton Jones LLC
INCREASED16,39414,023+2,371+17%$1.1M$1.2M+$173.1K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED16,24814,608+1,640+11%$1.1M$1.2M+$117.8K2026-10-16
Ipsen Advisor Group LLC
DECREASED16,03616,049-130%$1.2M$1.2M-$7.3K2026-10-29
Sovran Advisors, LLC
INCREASED16,02015,912+108+1%$1.2M$1.3M+$55.7K2026-11-02
Monetary Solutions, Ltd
INCREASED16,01211,442+4,570+40%$867.2K$1.2M+$340.0K2026-10-22
HUB Investment Partners, LLC
DECREASED15,59716,106-509-3%$1.2M$1.2M-$44.8K2026-11-03
IPG Investment Advisors LLC
UNCHANGED15,57515,57500%$1.2M$1.2M-$6.2K2026-10-30
LongView Wealth Management
INCREASED15,31714,414+903+6%$1.1M$1.2M+$62.3K2026-10-19
Novem Group
INCREASED15,28514,644+641+4%$1.1M$1.2M+$42.5K2026-10-19
Brandywine OAK Private Wealth LLC
UNCHANGED15,22415,22400%$1.2M$1.1M-$6.1K2026-10-23
Balentine LLC
DECREASED15,02715,468-441-3%$1.2M$1.1M-$39.4K2026-11-03
Valeo Financial Advisors, LLC
INCREASED15,01614,495+521+4%$1.1M$1.1M+$33.5K2026-10-08
Citizens Financial Group Inc
INCREASED14,92814,540+388+3%$1.1M$1.1M+$23.5K2026-10-23
Moneco Advisors, LLC
DECREASED14,66714,695-280%$1.1M$1.1M-$8.0K2026-11-05
Calamos Wealth Management LLC
INCREASED14,63714,404+233+2%$1.1M$1.1M+$11.8K2026-11-02
Opal Wealth Advisors, LLC
DECREASED14,46515,041-576-4%$1.1M$1.1M-$49.4K2026-10-16
ARS Investment Partners, LLC
INCREASED14,23613,261+975+7%$1.0M$1.1M+$68.2K2026-11-05
Linscomb Wealth, Inc.
INCREASED14,16412,051+2,113+18%$913.4K$1.1M+$154.5K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED13,6219,564+4,057+42%$724.9K$1.0M+$302.0K2026-11-03
Warner Financial, Inc
UNCHANGED13,55213,55200%$1.0M$1.0M-$5.4K2026-11-06
Asset One Wealth Management LLC
NEW13,475—+13,475——$1.0M—2026-11-02
Coquina Private Wealth LLC
DECREASED13,39213,932-540-4%$1.1M$1.0M-$46.3K2026-10-27
Pinnacle Bancorp, Inc.
INCREASED13,25413,251+3+0%$1.0M$999.2K-$5.0K2026-10-21
Legacy Trust
DECREASED13,08914,992-1,903-13%$1.1M$1.1M-$75.6K2026-11-06
ATX Financial Planning, LLC
DECREASED13,07816,361-3,283-20%$1.2M$986.0K-$254.1K2026-10-14
Flagship Private Wealth, LLC
INCREASED13,06512,279+786+6%$930.6K$985.0K+$54.4K2026-11-05
Clarus Wealth Advisors
INCREASED13,05813,009+49+0%$999.5K$1.0M+$9.8K2026-10-13
WealthCare Investment Partners, LLC
DECREASED12,98713,219-232-2%$1.0M$979.1K-$22.8K2026-11-05
Focus Financial Network, Inc.
DECREASED12,93412,944-100%$981.0K$975.1K-$5.9K2026-10-14
Eastern Bank
DECREASED12,88812,918-300%$979.1K$971.6K-$7.4K2026-10-05
Nfsg Corp
DECREASED12,82913,347-518-4%$1.0M$967.2K-$44.4K2026-10-15
Herold Advisors, Inc.
INCREASED12,79212,348+444+4%$937.0K$964.4K+$27.4K2026-10-19
Element Pointe Advisors, LLC
DECREASED12,77012,771-10%$967.9K$962.7K-$5.2K2026-10-21
Rose Capital Advisors LLC
NEW12,598—+12,598——$949.8K—2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED12,57912,57900%$953.4K$948.3K-$5.0K2026-10-15
Gilbert Capital Group, Inc.
INCREASED12,53411,766+768+7%$891.7K$944.9K+$53.2K2026-10-28
Root Financial Partners, LLC
INCREASED12,48812,443+45+0%$943.1K$941.5K-$1.6K2026-10-21
Skyline Advisors, Inc.
DECREASED12,31515,338-3,023-20%$1.2M$928.4K-$234.0K2026-11-03
Fairvoy Private Wealth, LLC
INCREASED12,23612,116+120+1%$918.3K$922.5K+$4.2K2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED12,22712,22700%$926.7K$921.8K-$4.9K2026-10-06
Roxbury Financial LLC
INCREASED12,18211,944+238+2%$905.2K$918.4K+$13.1K2026-10-01
PW Nova Financial Services LLC
DECREASED12,05814,512-2,454-17%$1.1M$909.0K-$190.8K2026-10-15
Krilogy Financial LLC
DECREASED11,98914,840-2,851-19%$1.1M$932.6K-$192.1K2026-10-13
Raab & Moskowitz Asset Management LLC
UNCHANGED11,98611,98600%$908.4K$903.6K-$4.8K2026-11-02
American State Bank (Iowa)
DECREASED11,97511,987-120%$908.5K$902.8K-$5.7K2026-11-03
StoneX Group Inc.
INCREASED11,96810,052+1,916+19%$761.9K$902.3K+$140.4K2026-11-03
Insight Wealth Strategies, LLC
INCREASED11,90711,880+27+0%$904.1K$897.7K-$6.4K2026-10-09
Arsenal Capital Advisors LLC
INCREASED11,90511,340+565+5%$859.4K$897.5K+$38.1K2026-11-02
Biltmore Family Office, LLC
UNCHANGED11,88411,88400%$900.7K$895.9K-$4.8K2026-11-03
PKS Advisory Services, LLC
UNCHANGED11,88011,88000%$900.4K$900.4K$02026-10-26
Adell Harriman & Carpenter Inc
DECREASED11,84812,113-265-2%$918.0K$893.2K-$24.8K2026-11-02
SigFig Wealth Management, LLC
INCREASED11,79910,878+921+8%$826.2K$889.5K+$63.3K2026-10-07
Latitude Advisors, LLC
INCREASED11,66510,450+1,215+12%$792.0K$879.4K+$87.4K2026-10-27
Univest Financial Corp
INCREASED11,62311,576+47+0%$877.3K$876.3K-$1.0K2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED11,60916,635-5,026-30%$1.3M$875.2K-$385.6K2026-10-16
Glenview Trust Co
UNCHANGED11,56611,56600%$876.6K$872.0K-$4.6K2026-10-28
Advisory Solutions Group, LLC
NEW11,447—+11,447——$863.0K—2026-10-14
Geneva Partners, LLC
INCREASED11,4139,086+2,327+26%$688.6K$860.4K+$171.8K2026-10-26
Compass Financial Services Inc
INCREASED11,33911,318+21+0%$857.8K$854.9K-$3.0K2026-11-06
Pioneer Family Office, LLC
UNCHANGED11,18011,18000%$847.3K$842.9K-$4.5K2026-10-30
MSH Capital Advisors LLC
INCREASED10,95810,251+707+7%$776.9K$826.1K+$49.2K2026-11-03
Montis Financial, LLC
INCREASED10,9529,803+1,149+12%$743.0K$825.7K+$82.7K2026-11-04
Welch & Forbes LLC
INCREASED10,9338,764+2,169+25%$664.2K$824.2K+$160.0K2026-11-04
Principle Wealth Partners LLC
INCREASED10,90810,529+379+4%$798.0K$822.4K+$24.4K2026-11-02
Aspen Wealth Management LLC
INCREASED10,80610,775+31+0%$816.6K$814.7K-$2.0K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED10,76810,285+483+5%$779.5K$811.8K+$32.3K2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED10,75410,179+575+6%$771.5K$810.7K+$39.2K2026-10-29
HBK Sorce Advisory LLC
INCREASED10,6977,569+3,128+41%$599.7K$858.5K+$258.7K2026-11-06
Facet Wealth, Inc.
INCREASED10,6168,913+1,703+19%$675.5K$800.3K+$124.8K2026-11-04
HBW Advisory Services LLC
INCREASED10,55310,066+487+5%$762.9K$795.6K+$32.7K2026-10-15
LifePlan Financial, LLC
INCREASED10,53310,137+396+4%$768.3K$809.8K+$41.5K2026-10-13
Cardinal Point Capital Management ULC
UNCHANGED10,41510,41500%$789.4K$785.2K-$4.2K2026-10-21
McAdam, LLC
INCREASED10,2979,478+819+9%$718.3K$776.3K+$58.0K2026-10-21
Paller Financial Services Inc
NEW10,242—+10,242——$772.1K—2026-10-13
Carnegie Investment Counsel
INCREASED10,1409,209+931+10%$698.0K$764.5K+$66.5K2026-10-20
PCA Investment Advisory Services Inc.
DECREASED10,07410,128-54-1%$767.6K$759.5K-$8.1K2026-10-13
Dana Investment Advisors, Inc.
DECREASED10,06510,279-214-2%$779.0K$758.8K-$20.2K2026-11-06
Unique Wealth, LLC
NEW9,986—+9,986——$752.8K—2026-10-16
Allen Capital Group, LLC
UNCHANGED9,9009,90000%$750.3K$746.4K-$4.0K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED9,8849,838+46+0%$745.6K$745.2K-$3952026-10-27
Albion Financial Group
UNCHANGED9,8109,81000%$743.5K$739.6K-$3.9K2026-10-21
W Advisors, LLC
UNCHANGED9,6979,69700%$734.9K$731.1K-$3.9K2026-11-02
Ignite Planners, LLC
INCREASED9,6669,427+239+3%$714.5K$725.0K+$10.5K2026-10-14
West Wealth Group, LLC
DECREASED9,6169,817-201-2%$744.1K$724.9K-$19.2K2026-10-14
ASL Financial, LLC
INCREASED9,5478,912+635+7%$675.4K$719.7K+$44.3K2026-10-15
Hanson & Doremus Investment Management
DECREASED9,4979,512-150%$721.0K$716-$720.3K2026-10-16
Guardian Capital, LLC
INCREASED9,4159,365+50+1%$709.8K$709.8K+$242026-11-06
Trust Co of Vermont
UNCHANGED9,1389,13800%$692.6K$688.9K-$3.7K2026-10-21
City State Bank
DECREASED9,0629,307-245-3%$705.4K$683.2K-$22.2K2026-10-20
Golden State Wealth Management, LLC
INCREASED8,8218,792+29+0%$666.4K$665.1K-$1.4K2026-11-02
Fisher Asset Management, LLC
INCREASED8,8132,979+5,834+196%$225.8K$664.4K+$438.6K2026-11-06
M Holdings Securities, Inc.
NEW8,787—+8,787——$704—2026-11-03
Wealth Effects LLC
DECREASED8,7589,213-455-5%$698.3K$660.2K-$38.0K2026-10-23
Triad Wealth Partners, LLC
DECREASED8,69510,426-1,731-17%$816.2K$655.5K-$160.7K2026-10-26
Financial Partners Group, Inc
DECREASED8,6958,779-84-1%$665.4K$655.5K-$9.9K2026-10-19
Anchyra Partners LLC
UNCHANGED8,6508,65000%$655.6K$652.1K-$3.5K2026-10-13
Apollon Financial, LLC
INCREASED8,6347,684+950+12%$582.3K$650.9K+$68.6K2026-10-23
Perigon Wealth Management, LLC
DECREASED8,6078,789-182-2%$666.1K$648.9K-$17.3K2026-10-22
XY Planning Network, Inc.
INCREASED8,4898,487+2+0%$643.2K$640.0K-$3.2K2026-10-14
RFG - Bristol Wealth Advisors, LLC
INCREASED8,4718,157+314+4%$618.2K$638.6K+$20.4K2026-10-09
Michels Family Financial, LLC
DECREASED8,4268,517-91-1%$645.5K$635.2K-$10.3K2026-11-02
Cornerstone Advisors Asset Management, LLC
UNCHANGED8,3828,38200%$635.3K$631.9K-$3.4K2026-11-06
Midwest Trust Co
INCREASED8,2776,895+1,382+20%$522.6K$624.0K+$101.4K2026-10-22
Scott & Selber, Inc.
INCREASED8,2438,241+2+0%$624.6K$621.4K-$3.1K2026-10-21
Sunburst Financial Group, LLC
DECREASED8,1238,502-379-4%$644.4K$612.4K-$32.0K2026-10-09
True Private Wealth Advisors
DECREASED8,0728,600-528-6%$651.8K$608.6K-$43.2K2026-10-19
Meredith Wealth Planning
NEW8,069—+8,069——$608.3K—2026-10-14
Ascentis Independent Advisors
INCREASED8,048377+7,671+2035%$28.6K$606.8K+$578.2K2026-11-03
Redwood Financial Network Corp
DECREASED8,0258,183-158-2%$620.2K$605.0K-$15.1K2026-11-03
Silverlake Wealth Management LLC
DECREASED8,0238,090-67-1%$613.2K$604.9K-$8.3K2026-10-21
Veracity Capital LLC
UNCHANGED7,9677,96700%$603.8K$600.7K-$3.2K2026-10-08
Diversified Trust Co
DECREASED7,8667,998-132-2%$606.2K$593.0K-$13.2K2026-11-06
Piedmont Capital Management, LLC
UNCHANGED7,8617,86100%$595.8K$592.6K-$3.1K2026-10-21
Lincoln Capital LLC
UNCHANGED7,8197,81900%$592.6K$589.5K-$3.1K2026-10-09
Romano Brothers and Company
UNCHANGED7,7737,77300%$589.1K$586.0K-$3.1K2026-10-22
Guidance Capital, Inc
DECREASED7,7627,914-152-2%$614.2K$630.7K+$16.5K2026-11-03
Clearwater Capital Advisors, LLC
INCREASED7,7156,820+895+13%$516.9K$581.6K+$64.7K2026-11-06
SeaCrest Wealth Management, LLC
DECREASED7,6477,687-40-1%$582.6K$576.5K-$6.1K2026-10-21
Breakwater Capital Group
DECREASED7,6307,722-92-1%$585.2K$575.3K-$10.0K2026-10-09
Capital Advantage, Inc.
INCREASED7,5986,870+728+11%$520.7K$572.8K+$52.1K2026-10-14
Catalyst Financial Partners LLC
UNCHANGED7,5977,59700%$575.8K$572.7K-$3.0K2026-11-06
McCarley & Cook Financial Planners
DECREASED7,5587,590-320%$575.2K$569.8K-$5.4K2026-10-21
Apella Capital, LLC
INCREASED7,5316,516+1,015+16%$505.6K$574.8K+$69.2K2026-10-08
Whelan Financial
DECREASED7,5247,538-140%$571.3K$567.3K-$4.1K2026-10-28
Soltis Investment Advisors LLC
INCREASED7,4906,175+1,315+21%$468.0K$564.7K+$96.7K2026-10-28
Bell Bank
DECREASED7,4237,773-350-4%$589.1K$559.6K-$29.5K2026-10-21
Kraft, Davis & Associates, LLC
INCREASED7,4096,947+462+7%$534.5K$582.1K+$47.6K2026-10-21
Kathmere Capital Management, LLC
DECREASED7,3527,637-285-4%$578.8K$554.3K-$24.5K2026-10-20
Whitener Capital Management, Inc.
UNCHANGED7,3327,33200%$555.7K$552.8K-$2.9K2026-10-15
Evermay Wealth Management LLC
DECREASED7,2937,524-231-3%$570.2K$549.8K-$20.4K2026-11-05
Acorn Financial Advisory Services Inc
DECREASED7,2737,769-496-6%$588.8K$548.3K-$40.5K2026-11-02
New England Private Wealth Advisors LLC
INCREASED7,2597,162+97+1%$557.5K$547.3K-$10.2K2026-10-19
Regatta Capital Group, LLC
INCREASED7,2536,971+282+4%$528.3K$546.8K+$18.5K2026-10-23
Brady Family Wealth, LLC
INCREASED7,1677,154+13+0%$542.2K$540.3K-$1.9K2026-11-02
Ballast Financial Advisors LLC
INCREASED7,1556,708+447+7%$508.4K$539.4K+$31.0K2026-10-26
Investment Research Partners LLC
DECREASED7,1368,968-1,832-20%$679.7K$538.0K-$141.7K2026-10-19
Greenleaf Trust
INCREASED7,1266,775+351+5%$513.5K$537.2K+$23.8K2026-10-29
Selective Wealth Management, Inc.
UNCHANGED7,1087,10800%$548.3K$558.6K+$10.3K2026-10-16
Greenwood Gearhart LLC
INCREASED7,1066,142+964+16%$465.5K$535.7K+$70.2K2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED7,10212,002-4,900-41%$909.6K$535.4K-$374.2K2026-11-02
Stanich Group LLC
UNCHANGED7,0807,08000%$536.6K$533.7K-$2.8K2026-10-16
Evolution Advisers, Inc.
NEW7,043—+7,043——$549.1K—2026-11-06
Avaii Wealth Management, LLC
INCREASED7,0386,968+70+1%$528.1K$533.3K+$5.2K2026-10-09
Inscription Capital, LLC
DECREASED7,0117,532-521-7%$570.9K$528.6K-$42.3K2026-11-02
First City Capital Management, Inc.
UNCHANGED6,9296,92900%$525.1K$522.4K-$2.8K2026-10-27
AdvisorNet Financial, Inc
INCREASED6,9176,726+191+3%$509.7K$539.1K+$29.4K2026-10-15
Strategic Wealth Investment Group, LLC
DECREASED6,8507,147-297-4%$541.6K$516.4K-$25.2K2026-10-29
Riverchase Wealth Management, LLC
UNCHANGED6,8356,83500%$518.0K$515.3K-$2.7K2026-10-28
Sepio Capital, LP
UNCHANGED6,8326,83200%$517.8K$515.1K-$2.7K2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED6,8006,276+524+8%$475.7K$512.7K+$37.0K2026-10-13
Market Street Wealth Management Advisors LLC
DECREASED6,7778,392-1,615-19%$636.0K$510.9K-$125.1K2026-10-09
Quadrant Capital Group LLC
UNCHANGED6,7026,70200%$507.9K$519.9K+$12.0K2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED6,6706,694-240%$514.8K$504.6K-$10.2K2026-11-04
Old National Bancorp
UNCHANGED6,6556,65500%$504.4K$501.7K-$2.7K2026-10-20
Demars Financial Group, LLC
INCREASED6,6076,606+1+0%$500.6K$498.1K-$2.6K2026-10-22
Investment Planning Advisors, Inc.
INCREASED6,5676,019+548+9%$456.1K$495.1K+$38.9K2026-10-14
Procyon Advisors, LLC
INCREASED6,4245,943+481+8%$450.4K$484.3K+$33.9K2026-10-21
Tactive Advisors, LLC
DECREASED6,4026,902-500-7%$523.1K$482.6K-$40.5K2026-10-08
Nicholas Hoffman & Company, Llc.
UNCHANGED6,4026,40200%$485.2K$482.6K-$2.6K2026-10-30
BKM Wealth Management, LLC
INCREASED6,3995,893+506+9%$446.6K$482.4K+$35.8K2026-10-22
National Wealth Management Group, LLC
INCREASED6,3876,262+125+2%$474.6K$481.5K+$6.9K2026-10-26
Mandatum Life Insurance Co Ltd
UNCHANGED6,3316,33100%$479.8K$477.3K-$2.5K2026-11-06
Clark Asset Management, LLC
INCREASED6,3285,573+755+14%$422.4K$477.1K+$54.7K2026-10-19
Obermeyer Wealth Partners
UNCHANGED6,2526,25200%$473.9K$471.4K-$2.5K2026-10-21
Bay Capital Advisors, LLC
INCREASED6,1916,186+5+0%$468.8K$466.7K-$2.1K2026-10-16
Merkkuri Wealth Advisors LLC
INCREASED6,1536,122+31+1%$464.0K$463.9K-$1162026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW6,079—+6,079——$458.3K—2026-10-27
Two West Capital Advisors LLC
INCREASED6,0745,694+380+7%$436.7K$461.7K+$25.1K2026-10-15
Tandem Capital Management Corp
INCREASED6,0265,689+337+6%$431.2K$454.3K+$23.2K2026-10-22
Wedbush Securities Inc
INCREASED5,9794,811+1,168+24%$365.0K$451-$364.5K2026-10-22
Key FInancial Inc
UNCHANGED5,9775,97700%$453.0K$450.6K-$2.4K2026-11-02
Athena Wealth Management, LLC
INCREASED5,9555,954+1+0%$451.3K$449.0K-$2.3K2026-10-09
Sapient Capital LLC
INCREASED5,9505,922+28+0%$448.8K$448.6K-$2572026-10-08
Collaborative Wealth Managment Inc.
DECREASED5,9465,947-10%$450.7K$448.2K-$2.5K2026-11-06
Dynamic Financial Group
INCREASED5,9435,932+11+0%$449.6K$448.0K-$1.6K2026-10-28
Formidable Asset Management, LLC
UNCHANGED5,8495,84900%$410.5K$443.3K+$32.8K2026-11-03
RDA Financial Network
INCREASED5,8165,756+60+1%$436.2K$438.5K+$2.2K2026-10-15
Soundwatch Capital LLC
UNCHANGED5,7925,79200%$439.0K$438.9K-$1162026-11-04
Woodmont Investment Counsel LLC
UNCHANGED5,7825,78200%$438.2K$435.9K-$2.3K2026-10-29
Simplicity Wealth,LLC
INCREASED5,7572,937+2,820+96%$222.6K$434.0K+$211.5K2026-10-23
SAX Wealth Advisors, LLC
DECREASED5,7136,184-471-8%$434.0K$430.7K-$3.2K2026-10-13
NovaPoint Capital, LLC
UNCHANGED5,6835,68300%$430.7K$428.4K-$2.3K2026-10-22
Invested Advisors
INCREASED5,6255,210+415+8%$394.9K$424.1K+$29.2K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED5,5585,55800%$421.2K$419.0K-$2.2K2026-10-09
AMG National Trust Bank
UNCHANGED5,5225,52200%$418.5K$416.3K-$2.2K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED5,5103,932+1,578+40%$298.0K$415.4K+$117.4K2026-10-09
Nautilus Advisors LLC
NEW5,491—+5,491——$414.0K—2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,4795,47900%$415.3K$413.1K-$2.2K2026-10-15
Financial Security Advisor, Inc.
INCREASED5,4675,440+27+1%$412.3K$412.1K-$1192026-11-03
Hunter Associates Investment Management LLC
UNCHANGED5,4005,40000%$409.0K$407-$408.6K2026-10-26
Future Financial Wealth Managment LLC
INCREASED5,3275,325+2+0%$411.1K$401.6K-$9.5K2026-10-15
Nations Financial Group Inc,
DECREASED5,3115,540-229-4%$419.9K$400.5K-$19.4K2026-11-05
LVW Advisors, LLC
DECREASED5,2995,627-328-6%$426.5K$399.5K-$27.0K2026-10-19
KFA Private Wealth Group, LLC
INCREASED5,2915,035+256+5%$381.6K$398.9K+$17.3K2026-10-07
Insight Wealth Partners, LLC
DECREASED5,2735,292-190%$401.1K$397.5K-$3.6K2026-10-26
Northwest Wealth Advisors, LLC
INCREASED5,2485,222+26+1%$395.8K$395.7K-$1242026-11-02
Tortuga Wealth Management, Inc
INCREASED5,2294,829+400+8%$366.0K$394.3K+$28.3K2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED5,2115,21100%$394.9K$392.9K-$2.1K2026-10-23
BCU Wealth Advisors, LLC
DECREASED5,1975,278-81-2%$400.0K$391.8K-$8.2K2026-10-16
Oak Harvest Investment Services
INCREASED5,1545,153+1+0%$390.6K$388.6K-$2.0K2026-10-20
Investment Management Trust, LLC
INCREASED5,1465,121+25+0%$388.1K$388.0K-$1122026-11-05
Waterfront Wealth Inc.
INCREASED5,1185,114+4+0%$394.1K$405.2K+$11.1K2026-11-03
Elevation Wealth Management LLC
INCREASED5,0315,027+4+0%$381.0K$379.3K-$1.7K2026-11-02
Integrity Investment Advisors, LLC
UNCHANGED5,0225,02200%$380.6K$378.6K-$2.0K2026-11-03
CX Institutional
INCREASED4,9684,802+166+3%$364$375+$112026-10-02
Lee Financial Co
DECREASED4,9305,430-500-9%$411.5K$371.7K-$39.9K2026-10-16
Odyssey Capital Advisors, Inc.
UNCHANGED4,9174,91700%$372.7K$370.7K-$2.0K2026-10-26
Integras Partners LLC
INCREASED4,8994,475+424+9%$339.1K$369.3K+$30.2K2026-10-30
ARQ Wealth Advisors, LLC
DECREASED4,88414,859-9,975-67%$1.1M$368.2K-$778.6K2026-10-29
Able Financial Group, LLC
UNCHANGED4,8284,82800%$365.9K$364.0K-$1.9K2026-10-14
Point Windward Advisors Inc.
INCREASED4,7954,730+65+1%$358.5K$361.5K+$3.0K2026-11-06
Carl P. Sherr & Co., LLC
DECREASED4,7764,876-100-2%$369.6K$360.1K-$9.5K2026-11-06
Traynor Capital Management, Inc.
DECREASED4,7654,971-206-4%$376.8K$359.2K-$17.6K2026-10-29
Crestwood Advisors Group, LLC
DECREASED4,7454,908-163-3%$372.0K$357.7K-$14.3K2026-10-27
TrustBank
UNCHANGED4,7004,70000%$356.2K$354.3K-$1.9K2026-10-20
Town Capital LLC
INCREASED4,6994,269+430+10%$323.5K$354.3K+$30.7K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED4,6974,69700%$356.0K$354.1K-$1.9K2026-10-23
Balefire, LLC
INCREASED4,6363,968+668+17%$300.8K$349.5K+$48.8K2026-10-09
Firethorn Wealth Partners, LLC
INCREASED4,6364,389+247+6%$332.7K$349.5K+$16.8K2026-10-14
Syntegra Private Wealth Group, LLC
DECREASED4,6224,709-87-2%$356.9K$348.4K-$8.4K2026-10-13
Beese Fulmer Investment Management, Inc.
UNCHANGED4,6194,61900%$350.1K$348.3K-$1.8K2026-10-23
Noble Family Wealth, LLC
UNCHANGED4,6064,60600%$349.1K$347.2K-$1.8K2026-10-26
Optivise Advisory Services LLC
INCREASED4,6002,976+1,624+55%$225.5K$346.8K+$121.2K2026-10-19
Vontobel Holding Ltd.
UNCHANGED4,6004,60000%$348.6K$346.8K-$1.8K2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED4,5744,57400%$346.7K$344.8K-$1.8K2026-11-06
Castle Rock Wealth Management, LLC
INCREASED4,5604,538+22+0%$345.3K$349.1K+$3.8K2026-10-09
Rinkey Investments
DECREASED4,5364,677-141-3%$354.5K$342.0K-$12.5K2026-10-28
Greater Midwest Financial Group, LLC
INCREASED4,5334,511+22+0%$341.9K$341.7K-$1562026-10-13
Commonwealth Retirement Investments LLC
INCREASED4,5304,505+25+1%$341.4K$341.5K+$832026-10-26
Capital Square, LLC
DECREASED4,5214,618-97-2%$355.9K$340.9K-$15.1K2026-10-19
Basso Capital Management, L.P.
DECREASED4,5006,170-1,670-27%$467.6K$339.3K-$128.4K2026-10-30
Arthur M. Cohen & Associates, LLC
UNCHANGED4,5004,50000%$341.1K$339.3K-$1.8K2026-10-26
Blue Zone Wealth Advisors, LLC
UNCHANGED4,5004,50000%$341.1K$339.3K-$1.8K2026-10-19
Curtis Advisory Group, LLC
UNCHANGED4,5004,50000%$341.1K$339.3K-$1.8K2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED4,4584,388+70+2%$332.6K$336.1K+$3.5K2026-10-22
Ascent Group, LLC
INCREASED4,4054,059+346+9%$307.6K$332.1K+$24.5K2026-10-30
Eastover Investment Advisors LLC
UNCHANGED4,3964,39600%$333.1K$331.4K-$1.8K2026-10-05
Howard Financial Services, Ltd.
UNCHANGED4,3844,38400%$332.3K$330.5K-$1.8K2026-10-15
Squire Investment Management Company, LLC
UNCHANGED4,3534,35300%$329.9K$328.2K-$1.7K2026-11-03
Clear Investment Research, LLC
DECREASED4,3314,964-633-13%$376.2K$326.5K-$49.7K2026-11-06
Fragasso Financial Advisors Inc
NEW4,285—+4,285——$331.2K—2026-10-13
ETF Store, Inc.
INCREASED4,1964,134+62+2%$313.3K$316.4K+$3.1K2026-10-19
Connecticut Capital Management Group, LLC
UNCHANGED4,1874,18700%$317.3K$315.7K-$1.7K2026-10-29
Sun Group Wealth Partners
UNCHANGED4,1784,17800%$316.7K$315.0K-$1.7K2026-10-26
Continuum Wealth Advisors, LLC
DECREASED4,1644,209-45-1%$319.0K$313.9K-$5.1K2026-10-20
Kelly Financial Services LLC
INCREASED4,1593,752+407+11%$284.4K$313.6K+$29.2K2026-10-20
Prosperity Financial Group, Inc.
INCREASED4,1563,675+481+13%$278.5K$313.3K+$34.8K2026-10-29
Brian LOW Financial Group, LLC
DECREASED4,1406,214-2,074-33%$471.0K$312.1K-$158.8K2026-10-28
Klingman & Associates, LLC
UNCHANGED4,1004,10000%$310.7K$309.1K-$1.6K2026-10-20
Randolph Co Inc
INCREASED4,0574,039+18+0%$306.1K$305.9K-$2382026-10-23
River's Edge Wealth Management, LLC
DECREASED4,0554,298-243-6%$329.4K$319.8K-$9.6K2026-10-19
Advisor OS, LLC
DECREASED4,0487,622-3,574-47%$577.7K$305.2K-$272.5K2026-11-03
Guardian Asset Advisors, LLC
INCREASED4,0423,646+396+11%$276.4K$304.7K+$28.3K2026-10-16
Partners Wealth Management, LLC
NEW4,035—+4,035——$304.2K—2026-10-28
Guardian Partners Inc.
UNCHANGED4,0004,00000%$303.2K$301.6K-$1.6K2026-10-21
Crusonia Wealth Advisors LLC
NEW3,949—+3,949——$297.7K—2026-10-26
Kestra Investment Management, LLC
NEW3,913—+3,913——$295.0K—2026-11-04
Legacy Edge Advisors, LLC
DECREASED3,8764,151-275-7%$314.6K$292.2K-$22.4K2026-11-06
One Way Holdings LLC
DECREASED3,8734,255-382-9%$322.5K$292.0K-$30.5K2026-10-29
United Advisor Group, LLC
INCREASED3,8343,824+10+0%$289.8K$289.1K-$7652026-11-03
SRH Advisors, LLC
UNCHANGED3,8253,82500%$289.9K$288.4K-$1.5K2026-10-22
Mascoma Wealth Management LLC
UNCHANGED3,7963,79600%$287.7K$286.2K-$1.5K2026-10-23
Avail Investment Partners, LLC
INCREASED3,7883,758+30+1%$284.8K$285.6K+$7702026-10-16
Lockerman Financial Group, Inc.
NEW3,780—+3,780——$285.0K—2026-10-19
Valued Wealth Advisors LLC
INCREASED3,7782,729+1,049+38%$206.8K$284.8K+$78.0K2026-11-05
Costello Asset Management, Inc
INCREASED3,7713,170+601+19%$240.3K$284.3K+$44.0K2026-10-30
Merited Wealth, LLC
DECREASED3,7544,897-1,143-23%$371.1K$283.0K-$88.1K2026-10-13
Westside Investment Management, Inc.
INCREASED3,7503,748+2+0%$284.1K$282.8K-$1.3K2026-11-02
Visionary Horizons, LLC
INCREASED3,7453,651+94+3%$276.8K$282.4K+$5.6K2026-10-22
Huntleigh Advisors, Inc.
INCREASED3,7433,715+28+1%$281.6K$282.2K+$6252026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED3,7233,650+73+2%$276.7K$280.7K+$4.0K2026-10-15
Littlejohn Financial Services, Inc.
NEW3,649—+3,649——$275.1K—2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED3,6383,558+80+2%$269.7K$274.3K+$4.6K2026-10-29
IFG Advisors, LLC
UNCHANGED3,6303,63000%$275.1K$273.6K-$1.5K2026-10-15
MTM Investment Management, LLC
UNCHANGED3,6293,62900%$275.0K$273.6K-$1.5K2026-10-30
Community Trust & Investment Co
DECREASED3,6084,096-488-12%$310.4K$272.0K-$38.4K2026-10-15
Atwood & Palmer Inc
UNCHANGED3,5983,59800%$272.7K$271.2K-$1.4K2026-10-08
North Star Investment Management Corp.
UNCHANGED3,5913,59100%$272.2K$270.7K-$1.4K2026-10-27
Security Financial Services, Inc.
UNCHANGED3,5613,56100%$269.9K$268.5K-$1.4K2026-10-29
Community Financial Services Group, LLC
DECREASED3,5463,651-105-3%$277.8K$267.5K-$10.3K2026-10-15
Goldstein Advisors, LLC
UNCHANGED3,5273,52700%$267.3K$265.9K-$1.4K2026-10-15
Gibbs Wealth Management
INCREASED3,5102,857+653+23%$216.6K$264.6K+$48.1K2026-10-22
Next Level Private LLC
INCREASED3,5063,493+13+0%$264.7K$264.3K-$4172026-10-20
Gemmer Asset Management LLC
NEW3,492—+3,492——$263.3K—2026-10-16
Leuthold Group, LLC
INCREASED3,4563,341+115+3%$253.2K$260.5K+$7.3K2026-11-04
SP Asset Management LLC
DECREASED3,4504,376-926-21%$331.7K$260.1K-$71.6K2026-11-05
Amplius Wealth Advisors, LLC
INCREASED3,4482,942+506+17%$223.0K$259.9K+$37.0K2026-10-20
Founders Financial Securities LLC
INCREASED3,4262,786+640+23%$211.2K$258.3K+$47.1K2026-10-28
Wrenne Financial Planning LLC
UNCHANGED3,4113,41100%$258.5K$257.2K-$1.4K2026-10-30
Moody National Bank Trust Division
UNCHANGED3,4043,40400%$258.0K$256.6K-$1.4K2026-10-06
Traphagen Investment Advisors LLC
INCREASED3,4033,371+32+1%$255.5K$256.6K+$1.1K2026-10-14
Oakworth Capital, Inc.
UNCHANGED3,3523,35200%$254.1K$252.7K-$1.4K2026-10-26
Orrstown Financial Services Inc
DECREASED3,3213,821-500-13%$289.6K$250.4K-$39.2K2026-10-14
Family Capital Management, Inc.
UNCHANGED3,3073,30700%$250.6K$249.3K-$1.3K2026-11-03
Heritage Wealth Management, Inc. s
UNCHANGED3,2913,29100%$249.4K$248.1K-$1.3K2026-11-06
AlphaStar Capital Management, LLC
INCREASED3,2522,857+395+14%$216.5K$245.2K+$28.7K2026-10-16
apricus wealth, LLC
INCREASED3,2392,973+266+9%$225.3K$244.2K+$18.9K2026-10-26
Landmark Wealth Management, LLC
INCREASED3,2263,221+5+0%$244.1K$243.2K-$8762026-11-03
Gradient Investments LLC
INCREASED3,2072,688+519+19%$203.7K$241.8K+$38.1K2026-10-08
Hohimer Wealth Management, LLC
UNCHANGED3,2023,20200%$242.7K$241.4K-$1.3K2026-11-04
Rossby Financial, LCC
INCREASED3,190967+2,223+230%$73.3K$240.5K+$167.2K2026-11-05
Wells Financial Advisors Inc
UNCHANGED3,1803,18000%$241.0K$239.7K-$1.3K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED3,1752,924+251+9%$221.6K$239.3K+$17.7K2026-10-21
Commonwealth Financial Services, LLC
DECREASED3,15615,035-11,879-79%$1.1M$237.9K-$901.6K2026-10-20
Covenant Asset Management, LLC
UNCHANGED3,1513,15100%$238.8K$237.6K-$1.3K2026-10-14
Elevated Financial Group LLC
UNCHANGED3,1323,13200%$237.4K$236.1K-$1.3K2026-10-16
Lanark Financial, Inc.
DECREASED3,1283,132-40%$237.4K$235.8K-$1.6K2026-10-26
Accurate Wealth Management, LLC
DECREASED3,0953,571-476-13%$275.2K$240.1K-$35.1K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED3,0943,09400%$234.5K$233.3K-$1.2K2026-10-05
Integris Wealth Management, LLC
UNCHANGED3,0763,07600%$233.1K$231.9K-$1.2K2026-10-14
Philadelphia Trust Co
DECREASED3,0604,595-1,535-33%$348.0K$231.0K-$117.0K2026-11-05
waypoint wealth counsel
DECREASED3,0603,781-721-19%$286.5K$230.7K-$55.9K2026-10-22
Acute Investment Advisory, LLC
DECREASED3,0583,165-107-3%$239.9K$230.5K-$9.3K2026-10-16
NWF Advisory Services Inc.
DECREASED3,0443,257-213-7%$246.9K$229.5K-$17.5K2026-10-19
Signaturefd, LLC
INCREASED2,9952,921+74+3%$221.4K$225.8K+$4.4K2026-10-23
Sound Income Strategies, LLC
NEW2,951—+2,951——$226.8K—2026-10-09
Morton Brown Family Wealth, LLC
INCREASED2,9271,790+1,137+64%$135.7K$220.7K+$85.0K2026-10-23
J. Safra Sarasin Holding AG
NEW2,920—+2,920——$220.1K—2026-10-26
Portside Wealth Group, LLC
NEW2,902—+2,902——$218.8K—2026-10-20
BNC Wealth Management, LLC
UNCHANGED2,8702,87000%$217.5K$216.4K-$1.1K2026-10-19
JFS Wealth Advisors, LLC
INCREASED2,8692,459+410+17%$186.4K$216.3K+$29.9K2026-11-03
Liberty Atlantic Advisors LLC
DECREASED2,8692,904-35-1%$220.1K$216.3K-$3.8K2026-10-14
Balance Wealth Partners LLC
UNCHANGED2,7892,78900%$211.4K$210.3K-$1.1K2026-10-27
Stordahl Capital Management, Inc.
DECREASED2,7823,220-438-14%$244.0K$209.7K-$34.3K2026-10-22
TCI Wealth Advisors, Inc.
NEW2,764—+2,764——$208.4K—2026-10-30
Fulton Breakefield Broenniman LLC
UNCHANGED2,7582,75800%$209.0K$207.9K-$1.1K2026-11-03
Vision Capital Management, Inc.
NEW2,739—+2,739——$206.5K—2026-10-20
Archer Investment Management, LLC
NEW2,715—+2,715——$204.7K—2026-10-13
Pembroke Management, LTD
NEW2,702—+2,702——$203.7K—2026-10-21
Rahlfs Capital, LLC
UNCHANGED2,7002,70000%$204.6K$203.6K-$1.1K2026-10-23
Brighton Securities Corp.
NEW2,687—+2,687——$202.6K—2026-10-08
Seelaus Asset Management LLC
NEW2,676—+2,676——$201.7K—2026-10-14
Blackston Financial Advisory Group, LLC
NEW2,670—+2,670——$201.3K—2026-11-04
Royal Harbor Partners, LLC
DECREASED2,6692,773-104-4%$210.1K$201.2K-$8.9K2026-10-29
Steinberganna Wealth Management
INCREASED2,6652,652+13+0%$201.0K$200.9K-$582026-10-23
SVB Wealth LLC
UNCHANGED2,6652,66500%$202.0K$200.9K-$1.1K2026-11-06
Fifth Third Wealth Advisors LLC
DECREASED2,6612,711-50-2%$205.5K$200.6K-$4.9K2026-10-22
Sowell Financial Services LLC
NEW2,659—+2,659——$200.4K—2026-10-23
Stone House Investment Management, LLC
INCREASED2,5992,587+12+0%$196.1K$195.9K-$1402026-10-23
Russell Investments Group, Ltd.
INCREASED2,592917+1,675+183%$69.5K$195.4K+$125.9K2026-11-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,5722,57200%$194.9K$193.9K-$1.0K2026-10-20
GHP Investment Advisors, Inc.
DECREASED2,4732,830-357-13%$214.5K$186.4K-$28.0K2026-10-15
Compass Wealth Management LLC
NEW2,388—+2,388——$180.0K—2026-10-22
3 Factor Indexing, LLC
UNCHANGED2,3552,35500%$178.5K$177.5K-$9422026-10-15
First Horizon Corp
UNCHANGED2,2832,28300%$173.0K$172.1K-$9142026-10-26
Hoey Investments, Inc
INCREASED2,2071,653+554+34%$125.3K$166.4K+$41.1K2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED2,1742,117+57+3%$160.4K$163.9K+$3.5K2026-11-04
CrossGen Wealth, LLC
UNCHANGED2,0972,09700%$158.9K$158.1K-$8392026-10-30
Deutsche Bank Ag\
UNCHANGED2,0802,08000%$157.6K$156.8K-$8322026-11-06
Realta Investment Advisors
INCREASED2,0462,044+2+0%$154.9K$154.2K-$6512026-10-14
NorthAvenue LLC
DECREASED2,0452,127-82-4%$161.2K$154.2K-$7.0K2026-10-29
Archer Investment Corp
INCREASED2,0382,037+1+0%$154.4K$153.6K-$7352026-11-05
Toth Financial Advisory Corp
UNCHANGED2,0052,00500%$152.0K$151.2K-$8022026-10-08
Kingdom Financial Group Llc.
INCREASED1,94325+1,918+7672%$1.9K$146.5K+$144.6K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED1,9282,359-431-18%$178.8K$145.4K-$33.4K2026-10-05
Avion Wealth
DECREASED1,8492,852-1,003-35%$216.0K$139.0K-$77.0K2026-11-04
American Capital Advisory, LLC
INCREASED1,8071,802+5+0%$136.6K$136.2K-$3782026-10-28
West Branch Capital LLC
INCREASED1,7721,382+390+28%$104.7K$133.6K+$28.8K2026-10-20
Signature Equity Partners, LLC
INCREASED1,7651,668+97+6%$126.4K$133.1K+$6.7K2026-10-29
Adkins Seale Capital Management LLC
INCREASED1,7561,698+58+3%$128.7K$132.4K+$3.7K2026-10-27
Acropolis Investment Management, LLC
UNCHANGED1,7311,73100%$131.2K$130.5K-$6922026-10-08
Harbor Asset Planning, Inc.
INCREASED1,6931,685+8+0%$127.7K$127.6K-$392026-10-23
EPG Wealth Management LLC
UNCHANGED1,6931,69300%$128.3K$127.6K-$6652026-11-03
Redwood Park Advisors LLC
UNCHANGED1,6031,60300%$121.5K$120.9K-$6412026-11-02
Gleason Group, Inc.
INCREASED1,5931,501+92+6%$113.8K$120.1K+$6.3K2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED1,5201,52000%$115.2K$114.6K-$6082026-10-13
SJS Investment Consulting Inc.
UNCHANGED1,4701,47000%$111.4K$110.8K-$5882026-10-26
Noble Wealth Management PBC
UNCHANGED1,4501,45000%$109.9K$109.3K-$5802026-10-01
Certuity, LLC
UNCHANGED1,4441,44400%$109.5K$108.9K-$5782026-11-02
Compass Financial Management LLC
UNCHANGED1,4091,40900%$106.8K$106.2K-$5632026-10-30
Center for Financial Planning, Inc.
NEW1,394—+1,394——$105.1K—2026-10-26
Cassaday & Co Wealth Management LLC
UNCHANGED1,3501,35000%$102.3K$101.8K-$5402026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,3354,325-2,990-69%$327.8K$100.6K-$227.2K2026-10-14
Versant Capital Management, Inc
INCREASED1,3081,301+7+1%$98.6K$98.6K-$292026-10-02
Barrett & Company, Inc.
DECREASED1,3002,600-1,300-50%$197.1K$98.0K-$99.0K2026-10-22
Mather Group, Llc.
INCREASED1,238638+600+94%$48.4K$93.3K+$45.0K2026-10-14
Gen-Wealth Partners Inc
UNCHANGED1,2171,21700%$92.2K$91.8K-$4862026-11-04
Abound Wealth Management
DECREASED1,1981,929-731-38%$146.2K$90.3K-$55.9K2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED1,1501,15000%$87.2K$86.7K-$4602026-10-29
Bayban
UNCHANGED1,1461,14600%$86.9K$86.9K$02026-11-05
Bokf, NA
UNCHANGED1,1341,13400%$85.9K$85.5K-$4542026-10-27
West Financial Advisors, LLC
UNCHANGED1,0981,09800%$83.2K$82.8K-$4392026-10-22
Cdkv Holdings LLC
UNCHANGED1,0831,08300%$82.1K$81.6K-$4332026-10-28
Cranbrook Wealth Management, LLC
DECREASED1,0591,443-384-27%$109.4K$79.8K-$29.5K2026-10-28
Mcdonald Partners LLC
DECREASED1,0001,649-649-39%$125.0K$75.4K-$49.6K2026-11-03
Dorato Capital Management
UNCHANGED97897800%$75.4K$74.7K-$7142026-10-08
Lodestone Wealth Management LLC
UNCHANGED97797700%$74.0K$73.7K-$3912026-10-14
Bfsg, LLC
UNCHANGED97497400%$73.8K$73.4K-$3902026-10-30
Triumph Capital Management
INCREASED953416+537+129%$31.5K$71.8K+$40.3K2026-10-14
Hilltop National Bank
UNCHANGED90490400%$68.5K$68.2K-$3612026-10-14
North Point Portfolio Managers Corp
NEW903—+903——$68.1K—2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED89689600%$67.9K$67.5K-$3592026-10-05
Hilton Head Capital Partners, LLC
INCREASED892888+4+0%$67.3K$67.2K-$872026-10-23
Community Bank, N.A.
UNCHANGED88688600%$67.1K$66.8K-$3632026-11-06
High Point Wealth Management, LLC
INCREASED884880+4+0%$66.7K$66.6K-$202026-11-05
Newton One Investments LLC
UNCHANGED86286200%$65.3K$65.0K-$3452026-10-14
WPG Advisers, LLC
UNCHANGED85585500%$64.8K$64.5K-$3422026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED85085000%$64.4K$64.1K-$3402026-10-16
Bulwark Capital Corp
UNCHANGED81681600%$61.8K$61.5K-$3272026-10-13
Elevation Wealth Partners, LLC
INCREASED800796+4+1%$60.3K$60.3K-$182026-10-07
Silver Grove Financial Group, Inc.
INCREASED787276+511+185%$20.9K$59.3K+$38.4K2026-11-05
Access Investment Management LLC
UNCHANGED76076000%$57.6K$57.3K-$3042026-10-23
Clark Wealth Partners
INCREASED751748+3+0%$56.7K$56.6K-$162026-10-19
Phillips Financial Management, LLC
UNCHANGED75175100%$56.9K$56.6K-$3002026-10-19
Montag A & Associates Inc
INCREASED72561+664+1089%$4.6K$54.7K+$50.0K2026-10-29
Coastline Trust Co
UNCHANGED69769700%$52.8K$52.5K-$2792026-10-01
Jnba Financial Advisors
UNCHANGED68468400%$51.8K$51.6K-$2742026-11-03
Independence Bank of Kentucky
INCREASED681401+280+70%$30.4K$51.3K+$20.9K2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED67867800%$51.4K$51.1K-$2712026-10-16
Tompkins Financial Corp
UNCHANGED66866800%$50.6K$50.4K-$2672026-10-05
Maseco LLP
INCREASED636454+182+40%$34.4K$47.9K+$13.5K2026-10-27
IAG Wealth Partners, LLC
DECREASED567592-25-4%$44.9K$42.7K-$2.1K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED53353300%$40.4K$40.2K-$2142026-10-23
Downshift Financial, LLC
UNCHANGED51351300%$38.9K$38.7K-$2052026-10-13
Highline Wealth Partners LLC
UNCHANGED51051000%$38.7K$38.4K-$2042026-10-19
Advantage Trust Co
UNCHANGED50350300%$38.1K$37.9K-$2012026-10-19
Horrell Capital Management, Inc.
UNCHANGED50050000%$37.9K$37.7K-$2002026-10-08
John Boyer, Inc.
NEW470—+470——$35.4K—2026-10-27
Vima LLC
UNCHANGED46546500%$35.2K$35.1K-$1862026-10-23
O'Domhnaill Enterprises, Inc.
INCREASED456219+237+108%$16.6K$34.4K+$17.8K2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED44044000%$33$33$02026-10-13
Parkside Financial Bank & Trust
UNCHANGED43043000%$32.6K$32.4K-$1722026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED4251,260-835-66%$95.5K$32.0K-$63.5K2026-10-27
Trust Co
NEW422—+422——$31.8K—2026-10-09
Arlington Trust Co LLC
INCREASED420370+50+14%$28.0K$31.7K+$3.6K2026-10-20
Bullock Wealth Management Group
INCREASED407405+2+0%$30.8K$30.7K-$1142026-10-09
Barnes Dennig Private Wealth Management LLC
UNCHANGED38538500%$29.2K$29.0K-$1542026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED37437400%$28$28$02026-10-14
Next Level Wealth Planning, LLC
NEW358—+358——$27.0K—2026-10-29
Y.D. More Investments Ltd
INCREASED345200+145+73%$15.2K$26.0K+$10.9K2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED31631600%$24.0K$23.8K-$1262026-10-16
Keystone Financial Group, Inc.
UNCHANGED30530500%$23.1K$23.0K-$1222026-10-13
Southern Michigan Bank & Trust
UNCHANGED30030000%$22.7K$22.6K-$1202026-10-19
CGC Financial Services, LLC
UNCHANGED28228200%$21.4K$21.3K-$1132026-10-13
Evolution Wealth Management Inc.
INCREASED257109+148+136%$8.3K$19.4K+$11.1K2026-10-28
Pflug Koory, LLC
UNCHANGED25625600%$19.4K$19.3K-$1022026-10-26
Whipplewood Advisors, LLC
UNCHANGED24924900%$18.9K$18.8K-$1002026-10-20
Sima Wealth Partners, LLC
UNCHANGED23723700%$18.0K$17.9K-$952026-10-19
Financial Freedom, LLC
NEW232—+232——$17.5K—2026-11-06
Tower View Wealth Management LLC
UNCHANGED22022000%$16.7K$16.6K-$882026-10-23
Clearstead Trust, LLC
UNCHANGED20720700%$15.7K$15.6K-$832026-11-06
Pathway Financial Advisers, LLC
NEW198—+198——$15.0K—2026-10-27
First Community Trust NA
UNCHANGED19719700%$14.9K$14.9K-$792026-10-07
Bell Investment Advisors, Inc
UNCHANGED19219200%$14.6K$14.5K-$772026-10-29
Indiana Trust & Investment Management Co
UNCHANGED18518500%$14.0K$13.9K-$742026-10-22
Caldwell Trust Co
UNCHANGED16616600%$12.6K$12.5K-$662026-10-30
Birchwood Financial Partners, Inc.
NEW148—+148——$11.1K—2026-11-02
Creative Capital Management Investments LLC
UNCHANGED11011000%$8.3K$8.3K-$442026-10-28
DecisionPoint Financial, LLC
UNCHANGED10810800%$8.2K$8.1K-$712026-10-27
Trust Co of Toledo NA
UNCHANGED10210200%$7.7K$7.7K-$412026-10-16
Sawyer & Company, Inc
UNCHANGED10210200%$7.7K$7.7K-$412026-10-21
Reap Financial Group, LLC
NEW100—+100——$7.6K—2026-11-02
Madden Securities Corp
NEW100—+100——$7.5K—2026-10-27
Strategic Advocates LLC
UNCHANGED10010000%$7.6K$7.5K-$402026-11-03
3Chopt Investment Partners, LLC
NEW90—+90——$6.8K—2026-10-30
Nemes Rush Group LLC
UNCHANGED737300%$5.5K$5.5K-$302026-11-04
TFC Financial Management, Inc.
UNCHANGED666600%$5.0K$5.0K-$272026-10-26
Team Financial Group, LLC
NEW65—+65——$4.9K—2026-10-30
Yankcom Partnership
NEW64—+64——$4.8K—2026-10-15
POM Investment Strategies, LLC
NEW63—+63——$4.8K—2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED606000%$4.5K$4.5K-$242026-10-26
Kelleher Financial Advisors
NEW55—+55——$4.1K—2026-10-30
GK Wealth Management LLC
NEW49—+49——$3.7K—2026-10-09
IMG Wealth Management, Inc.
INCREASED4039+1+3%$3.0K$3.0K-$12026-10-27
RMG Wealth Management LLC
UNCHANGED303000%$2.4K$2.4K+$62026-10-26
Hurley Capital, LLC
UNCHANGED272700%$2.1K$2.1K$02026-11-05
Align Financial, LLC
NEW23—+23——$1.7K—2026-10-16
Proathlete Wealth Management LLC
UNCHANGED232300%$1.8K$1.8K-$12026-10-15
Eukles Asset Management
UNCHANGED222200%$1.7K$1.7K-$82026-11-04
Mosley Wealth Management
DECREASED20210-190-90%$15.9K$1.6K-$14.3K2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED202000%$1.5K$1.5K-$82026-10-23
Salomon & Ludwin, LLC
UNCHANGED161600%$1.2K$1.2K-$122026-10-29
NBH Bank
UNCHANGED8800%$606$603-$32026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED1100%$92$92$02026-11-02
TBH Global Asset Management, LLC
CLOSED0202,793-202,793-100%$15.4M$0-$15.4M2026-11-03
Gimbal Financial
CLOSED0199,017-199,017-100%$15.1M$0-$15.1M2026-10-19
TritonPoint Partners, LLC
CLOSED024,266-24,266-100%$1.8M$0-$1.8M2026-11-05
Jordan Park Group LLC
CLOSED08,287-8,287-100%$628.1K$0-$628.1K2026-11-06
Summit Financial Strategies, Inc.
CLOSED07,692-7,692-100%$583.0K$0-$583.0K2026-10-14
Williams Jones Wealth Management, Llc.
CLOSED05,741-5,741-100%$435.1K$0-$435.1K2026-11-05
Sanchez Wealth Management Group
CLOSED05,092-5,092-100%$385.9K$0-$385.9K2026-11-02
CGN Advisors LLC
CLOSED04,709-4,709-100%$356.9K$0-$356.9K2026-10-21
Wellington Shields & Co., LLC
CLOSED04,448-4,448-100%$337.1K$0-$337.1K2026-11-03
KMG Fiduciary Partners, LLC
CLOSED03,336-3,336-100%$252.8K$0-$252.8K2026-10-14
Pennsylvania Capital Management Inc
CLOSED03,264-3,264-100%$247.3K$0-$247.3K2026-11-05
Polaris Investment Advisors, LLC
CLOSED03,182-3,182-100%$241.2K$0-$241.2K2026-10-20
Annex Advisory Services, LLC
CLOSED02,994-2,994-100%$226.9K$0-$226.9K2026-10-16
Vericrest Private Wealth
CLOSED02,775-2,775-100%$210.3K$0-$210.3K2026-10-21
Pacific Wealth Management
CLOSED02,640-2,640-100%$200.1K$0-$200.1K2026-10-05
Brooklyn FI, LLC
CLOSED01,455-1,455-100%$112.3K$0-$112.3K2026-11-05
Zions Bancorporation, National Association
CLOSED01,436-1,436-100%$108.8K$0-$108.8K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0917-917-100%$69.5K$0-$69.5K2026-11-06
Obsidian CIO, LLC
CLOSED0825-825-100%$62.5K$0-$62.5K2026-11-05
Cornerstone Planning Group LLC
CLOSED0665-665-100%$51.3K$0-$51.3K2026-10-16
LifeSteps Financial, Inc.
CLOSED0471-471-100%$35.7K$0-$35.7K2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED0447-447-100%$33.9K$0-$33.9K2026-10-07
Tucker Asset Management LLC
CLOSED0398-398-100%$30.2K$0-$30.2K2026-10-29
Wellington Shields Capital Management, LLC
CLOSED0230-230-100%$17.4K$0-$17.4K2026-11-03
Key Capital Management, Inc
CLOSED0160-160-100%$12.1K$0-$12.1K2026-11-03
Robinswood Financial LLC
CLOSED0138-138-100%$10.5K$0-$10.5K2026-10-20
BankPlus Trust Department
CLOSED094-94-100%$7.1K$0-$7.1K2026-11-06
Tsfg, LLC
CLOSED090-90-100%$7$0-$72026-10-23
SYM Financial Corp
CLOSED055-55-100%$4.2K$0-$4.2K2026-10-26
Wolff Wiese Magana LLC
CLOSED046-46-100%$3.5K$0-$3.5K2026-10-15
Pittenger & Anderson Inc
CLOSED034-34-100%$2.6K$0-$2.6K2026-11-02
Sage Mountain Advisors LLC
CLOSED01-1-100%$76$0-$762026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.4M$1.5M+$51.8K2026-10-29
Morgan Stanley
N/A—20,167,455-20,167,455-100%$1.5B———
Bank of America Corp
N/A—19,247,587-19,247,587-100%$1.5B———
Wealthfront Advisers LLC
N/A—17,739,616-17,739,616-100%$1.3B———
Jones Financial Companies Lllp
N/A—14,415,274-14,415,274-100%$1.1B———
Raymond James Financial Inc
N/A—11,158,166-11,158,166-100%$845.7M———
Envestnet Asset Management Inc
N/A—11,099,887-11,099,887-100%$841.3M———
Royal Bank of Canada
N/A—8,168,442-8,168,442-100%$619.1M———
Wells Fargo & Company
N/A—6,839,705-6,839,705-100%$518.4M———
Ameriprise Financial Inc
N/A—6,839,276-6,839,276-100%$518.5M———
HighTower Advisors, LLC
N/A—5,305,798-5,305,798-100%$402.1M———
Goldman Sachs Group Inc
N/A—4,988,207-4,988,207-100%$378.1M———
JPMorgan Chase & Co
N/A—4,968,272-4,968,272-100%$377.3M———
UBS Group AG
N/A—4,578,048-4,578,048-100%$347.0M———
FMR LLC
N/A—4,564,459-4,564,459-100%$345.9M———
Cetera Investment Advisers
N/A—3,502,126-3,502,126-100%$265.4M———
MML Investors Services, LLC
N/A—3,363,810-3,363,810-100%$254.9M———
Stifel Financial Corp
N/A—2,865,667-2,865,667-100%$217.2M———
Northwestern Mutual Wealth Management Co
N/A—2,604,399-2,604,399-100%$197.4M———
Mariner, LLC
N/A—2,527,648-2,527,648-100%$191.6M———
Osaic Holdings, Inc.
N/A—2,140,640-2,140,640-100%$162.3M———
Beacon Pointe Advisors, LLC
N/A—1,441,791-1,441,791-100%$109.3M———
Dynasty Wealth Management, LLC
N/A—1,329,183-1,329,183-100%$100.7M———
Bluespring Wealth Management, LLC
N/A—1,327,069-1,327,069-100%$100.6M———
SHP Wealth Management
N/A—1,268,880-1,268,880-100%$96.2M———
Quotient Wealth Partners, LLC
N/A—1,263,551-1,263,551-100%$95.8M———
HM Payson & Co
N/A—1,188,167-1,188,167-100%$90.1M———
Seven Springs Wealth Group, LLC
N/A—1,183,767-1,183,767-100%$89.7M———
Strategies Wealth Advisors, LLC
N/A—1,106,388-1,106,388-100%$83.9M———
American Trust
N/A—1,039,043-1,039,043-100%$78.7M———
Sanctuary Advisors, LLC
N/A—980,791-980,791-100%$74.3M———
BlackRock, Inc.
N/A—958,011-958,011-100%$72.6M———
NewEdge Advisors, LLC
N/A—953,486-953,486-100%$72.3M———
Baird Financial Group, Inc.
N/A—930,162-930,162-100%$70.5M———
Conservest Capital Advisors, Inc.
N/A—796,303-796,303-100%$60.4M———
Integrated Wealth Concepts LLC
N/A—792,612-792,612-100%$60.1M———
FFT Wealth Management LLC
N/A—746,197-746,197-100%$56.6M———
Natixis Advisors, LLC
N/A—729,995-729,995-100%$55.3M———
Private Advisor Group, LLC
N/A—725,570-725,570-100%$55.0M———
Captrust Financial Advisors
N/A—673,955-673,955-100%$51.1M———
Kinetic Wealth Investment Advisors LLC
N/A—668,090-668,090-100%$50.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—658,931-658,931-100%$49.9M———
Focus Partners Wealth
N/A—639,958-639,958-100%$48.5M———
Steward Partners Investment Advisory, LLC
N/A—629,011-629,011-100%$47.7M———
Janney Montgomery Scott LLC
N/A—569,971-569,971-100%$43.2M———
Waverly Advisors, LLC
N/A—558,937-558,937-100%$42.4M———
Equitable Holdings, Inc.
N/A—555,535-555,535-100%$42.1M———
Vestmark Advisory Solutions, Inc.
N/A—521,597-521,597-100%$39.5M———
Capital Analysts, LLC
N/A—453,330-453,330-100%$34.4M———
Silver Coast Investments LLC
N/A—447,671-447,671-100%$33.9M———
TRB Wealth Management, LLC
N/A—447,648-447,648-100%$33.9M———
Stratos Wealth Partners, Ltd.
N/A—439,883-439,883-100%$33.3M———
Gotham Asset Management, LLC
N/A—397,769-397,769-100%$30.1M———
Rockefeller Capital Management L.P.
N/A—394,229-394,229-100%$29.9M———
Presidio Capital Management, LLC
N/A—393,622-393,622-100%$29.8M———
&partners
N/A—382,727-382,727-100%$29.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—362,153-362,153-100%$27.4M———
Kingsview Wealth Management, LLC
N/A—331,194-331,194-100%$25.1M———
MAI Capital Management
N/A—315,607-315,607-100%$23.9M———
United Capital Financial Advisors, LLC
N/A—307,634-307,634-100%$23.3M———
Colonial Trust Advisors
N/A—305,817-305,817-100%$23.2M———
Morton Community Bank
N/A—300,284-300,284-100%$22.8M———
Madison Wealth Partners, Inc
N/A—266,037-266,037-100%$20.2M———
Envestnet Portfolio Solutions, Inc.
N/A—263,828-263,828-100%$20.0M———
W1m Asset Management Ltd
N/A—260,961-260,961-100%$19.8M———
Global Retirement Partners, LLC
N/A—259,102-259,102-100%$19.6M———
Objectivity Squared, LLC
N/A—257,674-257,674-100%$19.5M———
Mutual Advisors, LLC
N/A—255,329-255,329-100%$19.4M———
Citadel Advisors LLC
N/A—234,139-234,139-100%$17.7M———
Tandem Wealth Advisors LLC
N/A—231,146-231,146-100%$17.5M———
FourThought Financial Partners, LLC
N/A—224,977-224,977-100%$17.1M———
PSI Advisors, LLC
N/A—222,060-222,060-100%$16.8M———
Mercer Global Advisors Inc
N/A—218,684-218,684-100%$16.6M———
Argent Advisors, Inc.
N/A—201,942-201,942-100%$15.3M———
Stratos Investment Management, LLC
N/A—200,621-200,621-100%$15.2M———
WealthShield Partners, LLC
N/A—198,534-198,534-100%$15.0M———
Karpus Management, Inc.
N/A—196,580-196,580-100%$14.9M———
Pathstone Holdings, LLC
N/A—195,545-195,545-100%$14.8M———
SouthState Bank Corp
N/A—191,180-191,180-100%$14.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—189,213-189,213-100%$14.3M———
Arkadios Wealth Advisors
N/A—183,918-183,918-100%$13.9M———
Cerity Partners LLC
N/A—179,066-179,066-100%$13.6M———
Rothschild Wealth LLC
N/A—172,085-172,085-100%$13.0M———
Gladstone Institutional Advisory LLC
N/A—170,472-170,472-100%$12.9M———
Stephens Inc
N/A—169,242-169,242-100%$12.8M———
Advisory Services Network, LLC
N/A—166,849-166,849-100%$12.6M———
Colonial Trust Co / SC
N/A—165,404-165,404-100%$12.5M———
Gallagher Fiduciary Advisors, LLC
N/A—163,676-163,676-100%$12.4M———
Aptus Capital Advisors, LLC
N/A—162,707-162,707-100%$12.3M———
Knightsbridge Asset Management, LLC
N/A—159,676-159,676-100%$12.1M———
Cofg Advisors, LLC
N/A—156,900-156,900-100%$11.9M———
OneDigital Investment Advisors LLC
N/A—153,213-153,213-100%$11.6M———
CVA Family Office, LLC
N/A—150,918-150,918-100%$11.4M———
Summit Financial, LLC
N/A—150,697-150,697-100%$11.4M———
Capital International Investors
N/A—150,174-150,174-100%$11.4M———
Strategic Wealth Partners, Ltd.
N/A—148,082-148,082-100%$11.2M———
Thoroughbred Financial Services, LLC
N/A—147,532-147,532-100%$11.2M———
Orion Porfolio Solutions, LLC
N/A—146,650-146,650-100%$11.1M———
First Foundation Advisors
N/A—143,182-143,182-100%$10.9M———
Essex Financial Services, Inc.
N/A—142,925-142,925-100%$10.8M———
Modus Advisors, LLC
N/A—141,840-141,840-100%$10.8M———
Legacy Financial Advisors, Inc.
N/A—141,800-141,800-100%$10.7M———
UBS Asset Management Americas LLC
N/A—139,331-139,331-100%$10.6M———
Prosperity Consulting Group, LLC
N/A—139,275-139,275-100%$10.6M———
Harbour Investments, Inc.
N/A—136,653-136,653-100%$10.4M———
Ameritas Advisory Services, LLC
N/A—135,126-135,126-100%$10.2M———
Bernard Wealth Management Corp.
N/A—131,993-131,993-100%$10.0M———
Consilio Wealth Advisors, LLC
N/A—131,651-131,651-100%$10.0M———
Custos Family Office, LLC
N/A—130,066-130,066-100%$9.9M———
Foundations Investment Advisors, LLC
N/A—129,588-129,588-100%$9.8M———
Crews Bank & Trust
N/A—126,951-126,951-100%$9.6M———
HighPoint Advisor Group LLC
N/A—121,680-121,680-100%$9.2M———
Yarger Wealth Strategies, LLC
N/A—120,776-120,776-100%$9.3M———
NorthRock Partners, LLC
N/A—119,358-119,358-100%$9.0M———
Arkos Global Advisors
N/A—118,916-118,916-100%$9.0M———
Sound View Wealth Advisors Group, LLC
N/A—118,154-118,154-100%$9.0M———
Coastal Bridge Advisors, LLC
N/A—115,195-115,195-100%$8.7M———
Cresset Asset Management, LLC
N/A—115,068-115,068-100%$8.7M———
EQ LLC
N/A—113,532-113,532-100%$8.6M———
Integrated Investment Consultants, LLC
N/A—110,844-110,844-100%$8.4M———
SOA Wealth Advisors, Llc.
N/A—110,648-110,648-100%$8.4M———
LGL Partners, LLC
N/A—110,630-110,630-100%$8.4M———
Houlihan Financial Resource Group, Ltd.
N/A—110,498-110,498-100%$8.4M———
Tudor Investment Corp ET AL
N/A—106,824-106,824-100%$8.1M———
IEQ Capital, LLC
N/A—106,477-106,477-100%$8.1M———
Blair William & Co
N/A—106,210-106,210-100%$8.0M———
Northern Trust Corp
N/A—104,774-104,774-100%$7.9M———
Arax Advisory Partners
N/A—103,972-103,972-100%$7.9M———
Leigh Baldwin & Co., LLC
N/A—103,228-103,228-100%$7.8M———
Geneos Wealth Management Inc.
N/A—101,540-101,540-100%$7.7M———
Carr Financial Group Corp
N/A—101,447-101,447-100%$7.7M———
EP Wealth Advisors, LLC
N/A—100,823-100,823-100%$7.6M———
Smith, Moore & Co.
N/A—96,160-96,160-100%$7.3M———
Nest Investments, LLC
N/A—91,960-91,960-100%$7.0M———
Talon Private Wealth, LLC
N/A—89,739-89,739-100%$6.8M———
IHT Wealth Management, LLC
N/A—87,169-87,169-100%$6.6M———
NewEdge Wealth, LLC
N/A—85,261-85,261-100%$6.5M———
AQR Capital Management LLC
N/A—82,340-82,340-100%$6.2M———
Stratos Wealth Advisors, LLC
N/A—82,188-82,188-100%$6.2M———
Cascade Financial Partners, LLC
N/A—81,697-81,697-100%$6.2M———
Principal Securities, Inc.
N/A—79,163-79,163-100%$6.0M———
Sequoia Financial Advisors, LLC
N/A—78,940-78,940-100%$6.0M———
Benjamin Edwards Inc
N/A—78,186-78,186-100%$5.9M———
World Investment Advisors
N/A—77,187-77,187-100%$5.5M———
Western Wealth Management, LLC
N/A—77,133-77,133-100%$5.8M———
Cadia Private Client LLC
N/A—76,459-76,459-100%$5.8M———
JPL Wealth Management, LLC
N/A—75,661-75,661-100%$5.7M———
Pacific Financial Group Inc
N/A—75,554-75,554-100%$5.7M———
Glen Eagle Advisors, LLC
N/A—73,418-73,418-100%$5.6M———
Composition Wealth, LLC
N/A—72,108-72,108-100%$5.5M———
Great Valley Advisor Group, Inc.
N/A—71,862-71,862-100%$5.4M———
Quantinno Capital Management LP
N/A—68,263-68,263-100%$5.2M———
Renaissance Technologies LLC
N/A—66,700-66,700-100%$5.1M———
Howe & Rusling Inc
N/A—65,331-65,331-100%$5.0M———
Calton & Associates, Inc.
N/A—65,132-65,132-100%$4.9M———
Guardian Wealth Advisors, LLC / NC
N/A—62,200-62,200-100%$4.7M———
Arete Wealth Advisors, LLC
N/A—61,846-61,846-100%$4.7M———
QRG Capital Management, Inc.
N/A—61,412-61,412-100%$4.7M———
Beacon Bridge Wealth Partners, LLC
N/A—60,798-60,798-100%$4.6M———
Intellus Advisors LLC
N/A—59,718-59,718-100%$4.5M———
Goldstone Financial Group, LLC
N/A—59,364-59,364-100%$4.5M———
Perennial Investment Advisors, LLC
N/A—58,559-58,559-100%$4.4M———
Measured Wealth Private Client Group, LLC
N/A—57,981-57,981-100%$4.4M———
Vista Cima Wealth Management LLC
N/A—57,825-57,825-100%$4.4M———
Focus Partners Advisor Solutions, LLC
N/A—57,768-57,768-100%$4.4M———
Wealthspire Advisors, LLC
N/A—56,192-56,192-100%$4.3M———
O'shaughnessy Asset Management, LLC
N/A—54,318-54,318-100%$4.1M———
Brown Advisory Inc
N/A—53,853-53,853-100%$4.1M———
Keystone Financial Group
N/A—53,379-53,379-100%$4.0M———
Rosenblum Silverman Sutton S F Inc
N/A—51,649-51,649-100%$3.9M———
Smartleaf Asset Management LLC
N/A—50,141-50,141-100%$3.8M———
Snowden Capital Advisors LLC
N/A—49,860-49,860-100%$3.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—49,788-49,788-100%$3.8M———
National Bank of Canada
N/A—49,711-49,711-100%$3.8M———
Pinnacle Financial Partners, Inc.
N/A—49,218-49,218-100%$3.7M———
Ironwood Investment Counsel, LLC
N/A—47,522-47,522-100%$4.3M———
Bank of Montreal
N/A—45,270-45,270-100%$3.4M———
AE Wealth Management LLC
N/A—45,256-45,256-100%$3.4M———
BFC Planning, Inc.
N/A—45,126-45,126-100%$3.4M———
Vision Retirement, LLC
N/A—44,911-44,911-100%$3.4M———
CIBC World Market Inc.
N/A—44,905-44,905-100%$3.4M———
Storen Legacy Partners, LLC
N/A—41,709-41,709-100%$3.2M———
Moneta Group Investment Advisors LLC
N/A—41,018-41,018-100%$3.1M———
Brown Brothers Harriman & Co
N/A—40,911-40,911-100%$3.1M———
WCG Wealth Advisors LLC
N/A—40,742-40,742-100%$3.1M———
Summit Wealth Partners, LLC
N/A—40,612-40,612-100%$3.1M———
Thompson David Blair
N/A—38,080-38,080-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—37,940-37,940-100%$2.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—37,294-37,294-100%$2.8M———
Advisory Alpha, LLC
N/A—36,575-36,575-100%$2.8M———
Counterweight Ventures, LLC
N/A—35,966-35,966-100%$2.7M———
Ruggaard & Associates LLC
N/A—34,276-34,276-100%$2.6M———
Crewe Advisors LLC
N/A—33,384-33,384-100%$2.5M———
Neuberger Berman Group LLC
N/A—33,120-33,120-100%$2.5M———
Westfuller Advisors, LLC
N/A—32,935-32,935-100%$2.5M———
TD Capital Management LLC
N/A—32,542-32,542-100%$2.5M———
Sterling Wealth Advisors Inc
N/A—30,897-30,897-100%$2.3M———
Spirepoint Private Client, LLC
N/A—29,695-29,695-100%$2.3M———
Whalerock Point Partners, LLC
N/A—29,418-29,418-100%$2.2M———
Anchor Investment Management, LLC
N/A—29,351-29,351-100%$2.2M———
Gateway Wealth Partners, LLC
N/A—28,867-28,867-100%$2.2M———
Core Wealth Advisors, Inc.
N/A—28,848-28,848-100%$2.2M———
Hilltop Holdings Inc.
N/A—28,545-28,545-100%$2.2M———
Drive Wealth Management, LLC
N/A—28,174-28,174-100%$2.1M———
Vanguard National Trust Co
N/A—27,719-27,719-100%$2.1M———
Kirtland Hills Capital Management, LLC
N/A—27,412-27,412-100%$2.1M———
Emissary Wealth LLC
N/A—27,072-27,072-100%$2.1M———
Beckerman Institutional, LLC
N/A—26,736-26,736-100%$2.0M———
Biondo Investment Advisors, LLC
N/A—25,348-25,348-100%$1.9M———
Scotia Capital Inc.
N/A—25,065-25,065-100%$1.9M———
Jackson Wealth Management, LLC
N/A—24,927-24,927-100%$1.9M———
IFG Advisory, LLC
N/A—23,732-23,732-100%$1.8M———
Kapstone Financial Advisors LLC
N/A—23,729-23,729-100%$1.8M———
Legacy Wealth Advisors, LLC
N/A—23,617-23,617-100%$1.8M———
Ranch Capital Advisors Inc.
N/A—23,555-23,555-100%$1.8M———
Glenmede Trust Co NA
N/A—22,924-22,924-100%$1.7M———
Addison Capital Co
N/A—22,654-22,654-100%$1.7M———
CreativeOne Wealth, LLC
N/A—22,537-22,537-100%$1.7M———
Financial Engines Advisors L.L.C.
N/A—22,522-22,522-100%$1.7M———
Empowered Funds, LLC
N/A—22,468-22,468-100%$1.7M———
Pine Harbor Wealth Management, LLC
N/A—22,225-22,225-100%$1.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—22,102-22,102-100%$1.7M———
RWA Wealth Partners, LLC
N/A—22,054-22,054-100%$1.7M———
Cambria Investment Management, L.P.
N/A—22,017-22,017-100%$1.7M———
Mayflower Financial Advisors, LLC
N/A—21,610-21,610-100%$1.6M———
Pallas Capital Advisors LLC
N/A—21,370-21,370-100%$1.6M———
Fort Point Capital Partners LLC
N/A—21,277-21,277-100%$1.6M———
Snowwater Investment Partners, LLC
N/A—20,978-20,978-100%$1.6M———
Pasadena Private Wealth, LLC
N/A—20,896-20,896-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—20,530-20,530-100%$1.6M———
Alteri Wealth LLC
N/A—20,190-20,190-100%$1.5M———
Fiduciary Group, LLC
N/A—20,126-20,126-100%$1.5M———
Cedarwood Wealth LLC
N/A—19,624-19,624-100%$1.5M———
Icon Wealth Advisors, LLC
N/A—19,024-19,024-100%$1.4M———
Harbor Advisory Corp
N/A—18,756-18,756-100%$1.4M———
Elite Financial, Inc.
N/A—18,106-18,106-100%$1.4M———
Immaculate Wealth Management LLC
N/A—18,100-18,100-100%$1.4M———
Nwam LLC
N/A—18,096-18,096-100%$1.4M———
NCM Capital Management, LLC
N/A—17,859-17,859-100%$1.4M———
AlTi Global, Inc.
N/A—17,426-17,426-100%$1.3M———
Brio Consultants, LLC
N/A—17,414-17,414-100%$1.3M———
Johnson Investment Counsel Inc
N/A—17,376-17,376-100%$1.3M———
Wealth Management Associates, Inc.
N/A—17,266-17,266-100%$1.3M———
Centaurus Financial, Inc.
N/A—17,234-17,234-100%$1.3M———
Invst, LLC
N/A—16,994-16,994-100%$1.3M———
Mosaic Financial Group, LLC
N/A—16,715-16,715-100%$1.3M———
Smithfield Trust Co
N/A—16,395-16,395-100%$1.2M———
Commerce Bank
N/A—16,349-16,349-100%$1.2M———
Sequent Planning LLC
N/A—16,177-16,177-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—16,116-16,116-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—15,978-15,978-100%$1.2M———
Freestone Capital Holdings, LLC
N/A—15,977-15,977-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—15,853-15,853-100%$1.2M———
Rothschild Investment LLC
N/A—15,794-15,794-100%$1.2M———
Paladin Advisory Group, LLC
N/A—15,791-15,791-100%$1.2M———
GeoWealth Management, LLC
N/A—15,697-15,697-100%$1.2M———
Leavell Investment Management, Inc.
N/A—15,635-15,635-100%$1.2M———
Cascades Capital Asset Management, LLC
N/A—15,202-15,202-100%$1.2M———
Cauble & Harre Wealth Management, Inc.
N/A—15,180-15,180-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—15,071-15,071-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—15,000-15,000-100%$1.1M———
Stokes Family Office, LLC
N/A—14,829-14,829-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,761-14,761-100%$1.1M———
Qube Research & Technologies Ltd
N/A—14,682-14,682-100%$1.1M———
National Philanthropic Trust
N/A—14,500-14,500-100%$1.1M———
Atlantic Union Bankshares Corp
N/A—14,269-14,269-100%$1.1M———
Advance Capital Management, Inc.
N/A—14,258-14,258-100%$1.1M———
Everpar Advisors LLC
N/A—14,233-14,233-100%$1.1M———
Betterment LLC
N/A—13,977-13,977-100%$1.1M———
Bolthouse Investments, LLC
N/A—13,889-13,889-100%$1.1M———
Investment Advisory Group, LLC
N/A—13,792-13,792-100%$1.0M———
Fort Sheridan Advisors LLC
N/A—13,744-13,744-100%$1.0M———
Bessemer Group Inc
N/A—13,735-13,735-100%$1.0M———
Arrowroot Family Office, LLC
N/A—13,597-13,597-100%$1.0M———
Prosperity Bancshares Inc
N/A—13,510-13,510-100%$1.0M———
Delos Wealth Advisors, LLC
N/A—13,473-13,473-100%$1.0M———
Oxford Financial Group, Ltd. LLC
N/A—13,338-13,338-100%$1.0M———
Daybright Advisory Services, Inc.
N/A—13,333-13,333-100%$1.0M———
Allium Financial Advisors, LLC
N/A—13,002-13,002-100%$985.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,920-12,920-100%$979.2K———
Haverford Trust Co
N/A—12,837-12,837-100%$972.9K———
Modern Wealth Management, LLC
N/A—12,767-12,767-100%$967.6K———
Rollins Financial Advisors, LLC
N/A—12,571-12,571-100%$952.7K———
Astoria Portfolio Advisors Llc.
N/A—12,526-12,526-100%$949.3K———
MWA Asset Management
N/A—12,402-12,402-100%$939.9K———
Element Wealth, LLC
N/A—12,039-12,039-100%$912.5K———
Bartlett & Co. Wealth Management LLC
N/A—12,020-12,020-100%$911.0K———
Curi Capital, LLC
N/A—11,966-11,966-100%$906.9K———
M&T Bank Corp
N/A—11,949-11,949-100%$905.6K———
Prospect Financial Services LLC
N/A—11,912-11,912-100%$902.8K———
Evernest Financial Advisors, LLC
N/A—11,797-11,797-100%$894.1K———
Strategic Financial Concepts, LLC
N/A—11,688-11,688-100%$885.8K———
River Wealth Advisors LLC
N/A—11,515-11,515-100%$872.7K———
Savvy Advisors, Inc.
N/A—11,366-11,366-100%$861.5K———
Olde Wealth Management, LLC
N/A—11,324-11,324-100%$858.0K———
PFG Investments, LLC
N/A—11,302-11,302-100%$856.5K———
Syon Capital LLC
N/A—11,180-11,180-100%$847.3K———
Hobbs Group Advisors, LLC
N/A—11,157-11,157-100%$845.6K———
GTS Securities LLC
N/A—11,083-11,083-100%$840.0K———
Zhang Financial LLC
N/A—10,779-10,779-100%$816.9K———
Edgestream Partners, L.P.
N/A—10,597-10,597-100%$803.1K———
Beacon Harbor Wealth Advisors, Inc.
N/A—10,513-10,513-100%$820.1K———
Advocacy Wealth Management, LLC
N/A—10,470-10,470-100%$793.5K———
Caprock Group, LLC
N/A—10,455-10,455-100%$792.5K———
Liberty Wealth Management LLC
N/A—10,426-10,426-100%$731.7K———
Round Rock Advisors LLC
N/A—10,383-10,383-100%$786.9K———
Ancora Advisors LLCA
N/A—10,280-10,280-100%$779.1K———
Horizon Investment Services, LLC
N/A—10,041-10,041-100%$761.0K———
RIK Saylor Financial, Inc.
N/A—10,003-10,003-100%$758.1K———
First Manhattan Co. Llc.
N/A—9,808-9,808-100%$743.3K———
Brasada Capital Management, LP
N/A—9,645-9,645-100%$731.0K———
Sovereign Financial Group, Inc.
N/A—9,577-9,577-100%$725.8K———
Alta Wealth Advisors LLC
N/A—9,504-9,504-100%$720.3K———
Signet Private Wealth LLC
N/A—9,502-9,502-100%$720.2K———
Cvfg LLC
N/A—9,325-9,325-100%$706.8K———
Allred Capital Management, LLC
N/A—9,242-9,242-100%$700.4K———
Chilton Investment Co Inc.
N/A—9,215-9,215-100%$698.4K———
Vines Capital Management, LLC
N/A—8,896-8,896-100%$674.2K———
NorthCoast Asset Management LLC
N/A—8,818-8,818-100%$668.4K———
Coldstream Capital Management Inc
N/A—8,603-8,603-100%$652.0K———
Forefront Wealth Partners, LLC
N/A—8,515-8,515-100%$645.3K———
Fidelis Wealth Advisors LLC
N/A—8,492-8,492-100%$643.6K———
Vanguard Advisers Inc
N/A—8,481-8,481-100%$642.8K———
EFG International AG
N/A—8,379-8,379-100%$635.0K———
Dorsey & Whitney Trust Co LLC
N/A—8,369-8,369-100%$634.3K———
Rehmann Capital Advisory Group
N/A—8,237-8,237-100%$624.3K———
Kovack Advisors, Inc.
N/A—8,203-8,203-100%$623.0K———
Tandem Financial, LLC
N/A—8,195-8,195-100%$621.1K———
Avant Capital LLC
N/A—8,020-8,020-100%$607.8K———
Godfrey Financial Associates, Inc.
N/A—8,011-8,011-100%$607.1K———
Advyzon Investment Management, LLC
N/A—7,877-7,877-100%$597.0K———
Destination Wealth Management
N/A—7,817-7,817-100%$592.4K———
Oakmont Advisory Group, LLC
N/A—7,781-7,781-100%$589.7K———
Prepared Retirement Institute LLC
N/A—7,752-7,752-100%$587.5K———
Dakota Wealth Management
N/A—7,587-7,587-100%$575.0K———
Nuveen, LLC
N/A—7,563-7,563-100%$573.2K———
Private Capital Management, LLC
N/A—7,510-7,510-100%$569.2K———
Intrepid Capital Management Inc
N/A—7,479-7,479-100%$566.8K———
Paces Ferry Wealth Advisors, LLC
N/A—7,370-7,370-100%$558.6K———
Atlantic Family Wealth, LLC
N/A—7,230-7,230-100%$548.0K———
Headinvest, LLC
N/A—7,140-7,140-100%$541.1K———
SIG Brokerage, LP
N/A—7,133-7,133-100%$540.6K———
Westmount Partners, LLC
N/A—7,100-7,100-100%$538.1K———
Marshall Financial Group, LLC
N/A—7,099-7,099-100%$538.1K———
Davis R M Inc
N/A—6,986-6,986-100%$529.5K———
PlanVest Financial, Inc
N/A—6,972-6,972-100%$528.4K———
Huntington National Bank
N/A—6,888-6,888-100%$522.0K———
Regal Investment Advisors LLC
N/A—6,836-6,836-100%$518.1K———
360 Financial, Inc.
N/A—6,546-6,546-100%$496.1K———
Squarepoint Ops LLC
N/A—6,315-6,315-100%$478.6K———
Franklin Resources Inc
N/A—6,300-6,300-100%$477.5K———
Mendel Capital Management LLC
N/A—6,282-6,282-100%$476.1K———
American Wealth Advisors, LLC
N/A—6,263-6,263-100%$474.6K———
Empower Advisory Group, LLC
N/A—6,205-6,205-100%$470.3K———
Boston Family Office LLC
N/A—6,140-6,140-100%$465.0K———
Empire Financial Management Company, LLC
N/A—6,097-6,097-100%$462.1K———
Pgim Custom Harvest LLC
N/A—6,092-6,092-100%$461.7K———
GWN Securities Inc.
N/A—5,990-5,990-100%$454.0K———
FSB Premier Wealth Management, Inc.
N/A—5,898-5,898-100%$447.0K———
OneAscent Financial Services LLC
N/A—5,875-5,875-100%$445.3K———
GW&K Investment Management, LLC
N/A—5,766-5,766-100%$437.0K———
Silvercrest Asset Management Group LLC
N/A—5,759-5,759-100%$436.5K———
Alongside, LLC
N/A—5,716-5,716-100%$433.2K———
49 Wealth Management, LLC
N/A—5,716-5,716-100%$433.2K———
Vident Advisory, LLC
N/A—5,703-5,703-100%$432.2K———
Cloud Capital Management, LLC
N/A—5,569-5,569-100%$422.0K———
Range Advisory, LLC
N/A—5,553-5,553-100%$420.8K———
Octavia Wealth Advisors, LLC
N/A—5,549-5,549-100%$420.6K———
Transamerica Financial Advisors, LLC
N/A—5,447-5,447-100%$412.9K———
Ellenbecker Investment Group
N/A—5,439-5,439-100%$412.3K———
Abound Financial, LLC
N/A—5,406-5,406-100%$409.7K———
Fortis Advisors, LLC
N/A—5,359-5,359-100%$406.1K———
South Plains Financial, Inc.
N/A—5,345-5,345-100%$405.1K———
Compass Capital Corp
N/A—5,333-5,333-100%$425.8K———
OneAscent Family Office, LLC
N/A—5,232-5,232-100%$396.5K———
Greykasell Wealth Strategies, Inc.
N/A—5,088-5,088-100%$385.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,085-5,085-100%$385.6K———
Atlanta Consulting Group Advisors, LLC
N/A—5,080-5,080-100%$385.0K———
Castle Wealth Management LLC
N/A—5,051-5,051-100%$382.8K———
Goepper Burkhardt LLC
N/A—5,010-5,010-100%$379.7K———
Cornerstone Financial Management LLC
N/A—5,010-5,010-100%$379.7K———
Transcend Capital Advisors, LLC
N/A—5,003-5,003-100%$379.2K———
Regatta Research & Money Management
N/A—4,967-4,967-100%$376.3K———
Ethos Financial Group, LLC
N/A—4,950-4,950-100%$387.5K———
Continuum Advisory, LLC
N/A—4,860-4,860-100%$368.3K———
Blue Chip Partners, LLC
N/A—4,813-4,813-100%$364.7K———
HFG Advisors, Inc.
N/A—4,767-4,767-100%$361.3K———
LM Advisors LLC
N/A—4,684-4,684-100%$355.0K———
Concorde Asset Management, LLC
N/A—4,592-4,592-100%$348.0K———
Navis Wealth Advisors, LLC
N/A—4,523-4,523-100%$342.8K———
Southeast Asset Advisors, LLC
N/A—4,505-4,505-100%$341.4K———
West Michigan Advisors, LLC
N/A—4,481-4,481-100%$339.6K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,458-4,458-100%$337.9K———
Stock Yards Bank & Trust Co
N/A—4,123-4,123-100%$312.5K———
SageView Advisory Group, LLC
N/A—4,029-4,029-100%$305.4K———
Stonebrook Private Inc.
N/A—4,021-4,021-100%$304.8K———
Integrity Financial Corp
N/A—4,007-4,007-100%$303.7K———
Cedar Wealth Management, LLC
N/A—3,934-3,934-100%$298.2K———
Liberty Square Wealth Partners LLC
N/A—3,899-3,899-100%$295.5K———
BBR Partners, LLC
N/A—3,885-3,885-100%$294.4K———
Nicolet Bankshares Inc
N/A—3,880-3,880-100%$299.8K———
Hirtle & Co., LLC
N/A—3,869-3,869-100%$293.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,864-3,864-100%$292.9K———
Silver OAK Securities, Incorporated
N/A—3,713-3,713-100%$281.4K———
MOR Wealth Management, LLC
N/A—3,710-3,710-100%$281.2K———
Hantz Financial Services, Inc.
N/A—3,681-3,681-100%$279.0K———
Note Advisors, LLC
N/A—3,657-3,657-100%$277.2K———
Brogan Financial, Inc.
N/A—3,646-3,646-100%$276.4K———
Vanguard Personalized Indexing Management, LLC
N/A—3,536-3,536-100%$268.0K———
Strathmore Capital Advisors, Inc.
N/A—3,534-3,534-100%$271.6K———
Zacks Investment Management
N/A—3,529-3,529-100%$267.5K———
Fiduciary Financial Advisors
N/A—3,500-3,500-100%$265.2K———
Jaffetilchin Investment Partners, LLC
N/A—3,469-3,469-100%$262.9K———
Second Line Capital, LLC
N/A—3,448-3,448-100%$261.3K———
TFR Capital, Llc.
N/A—3,384-3,384-100%$256.5K———
Sharp Wealth Advisory, LLC
N/A—3,362-3,362-100%$254.8K———
Kane Investment Management, Inc.
N/A—3,335-3,335-100%$252.8K———
Federation des caisses Desjardins du Quebec
N/A—3,335-3,335-100%$252.7K———
JMG Financial Group, Ltd.
N/A—3,300-3,300-100%$250.1K———
Peak Retirement Planning, Inc.
N/A—3,299-3,299-100%$250.0K———
Bradley Foster & Sargent Inc
N/A—3,297-3,297-100%$249.9K———
L & S Advisors Inc
N/A—3,258-3,258-100%$246.9K———
FWL Investment Management, LLC
N/A—3,189-3,189-100%$241.7K———
Brand Asset Management Group, Inc.
N/A—3,188-3,188-100%$241.6K———
Berger Financial Group, Inc
N/A—3,183-3,183-100%$241.2K———
Mission Hills Financial Advisory, LLC
N/A—3,179-3,179-100%$241.0K———
Rodgers Brothers Inc.
N/A—3,173-3,173-100%$240.5K———
Legacy Financial Group LLC
N/A—3,161-3,161-100%$239.6K———
Bannerstone Capital Management, LLC
N/A—3,150-3,150-100%$238.8K———
Founders Financial Alliance, LLC
N/A—3,112-3,112-100%$235.9K———
Argent Trust Co
N/A—3,106-3,106-100%$235.4K———
Aimz Investment Advisors, LLC
N/A—3,098-3,098-100%$234.8K———
Owen LaRue, LLC
N/A—3,095-3,095-100%$234.6K———
One Capital Management, LLC
N/A—3,062-3,062-100%$214.9K———
Kirkwood Financial Services
N/A—3,022-3,022-100%$229.0K———
Edmond de Rothschild Holding S.A.
N/A—3,000-3,000-100%$227.4K———
Capital Group Private Client Services, Inc.
N/A—2,938-2,938-100%$222.7K———
Wealth Alliance, LLC
N/A—2,913-2,913-100%$220.8K———
Drucker Wealth 3.0, LLC
N/A—2,875-2,875-100%$217.9K———
Westbourne Investments, Inc.
N/A—2,850-2,850-100%$216.0K———
HHM Wealth Advisors, LLC
N/A—2,830-2,830-100%$214.5K———
Bellars Harris Wealth Management, LLC
N/A—2,830-2,830-100%$214.5K———
Vantus Wealth LLC
N/A—2,779-2,779-100%$210.6K———
CarsonAllaria Wealth Management, Ltd.
N/A—2,768-2,768-100%$209.8K———
Summit Wealth Group, LLC
N/A—2,762-2,762-100%$209.3K———
Clarkston Capital Partners, LLC
N/A—2,755-2,755-100%$208.8K———
Berkshire Asset Management LLC
N/A—2,683-2,683-100%$203.3K———
Ameriflex Group, Inc.
N/A—2,337-2,337-100%$177.1K———
ST Germain D J Co Inc
N/A—2,290-2,290-100%$173.6K———
Tower Research Capital LLC (TRC)
N/A—2,213-2,213-100%$167.7K———
Bogart Wealth, LLC
N/A—2,194-2,194-100%$166.3K———
Rowlandmiller & Partners.adv
N/A—2,105-2,105-100%$159.5K———
Medallion Wealth Advisors, LLC
N/A—2,082-2,082-100%$113.6K———
Reyl & Cie S.A.
N/A—2,037-2,037-100%$143.3K———
Cardiff Park Advisors, LLC
N/A—2,002-2,002-100%$151.8K———
Marshall Investment Management, LLC
N/A—1,776-1,776-100%$134.6K———
Glassman Wealth Services
N/A—1,769-1,769-100%$134.1K———
Caitlin John, LLC
N/A—1,698-1,698-100%$128.7K———
Fourth Dimension Wealth, LLC
N/A—1,600-1,600-100%$121.3K———
Hollencrest Capital Management
N/A—1,466-1,466-100%$111.1K———
Quent Capital, LLC
N/A—1,453-1,453-100%$110.1K———
Mpwm Advisory Solutions, LLC
N/A—1,242-1,242-100%$94.2K———
Bank of the Bluegrass & Trust Co.
N/A—1,195-1,195-100%$90.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,190-1,190-100%$90.2K———
Dunhill Financial, LLC
N/A—1,163-1,163-100%$88.2K———
FAS Wealth Partners, Inc.
N/A—1,149-1,149-100%$87.1K———
Imprint Wealth LLC
N/A—1,118-1,118-100%$84.7K———
Lazard Asset Management LLC
N/A—1,000-1,000-100%$75.8K———
Whittier Trust Co
N/A—991-991-100%$76.6K———
Copia Wealth Management
N/A—968-968-100%$73.4K———
Burnham & Co LLC
N/A—950-950-100%$72.0K———
RED Reef Advisors LLC
N/A—862-862-100%$65.3K———
Synergy Investment Management, LLC
N/A—811-811-100%$61.5K———
Tripletail Wealth Management, LLC
N/A—800-800-100%$61.8K———
Tiaa Wealth Investment Management LLC
N/A—778-778-100%$59.1K———
Family Manage LLC
N/A—771-771-100%$58.4K———
Bellevue Asset Management, LLC
N/A—729-729-100%$55.3K———
Heritage Wealth Advisors
N/A—686-686-100%$52.0K———
Darwin Wealth Management, LLC
N/A—685-685-100%$52.0K———
Mark Sheptoff Financial Planning, LLC
N/A—655-655-100%$49.6K———
MidFirst Bank
N/A—594-594-100%$45.0K———
Rexford Capital Inc
N/A—590-590-100%$44.7K———
Operose Advisors LLC
N/A—563-563-100%$42.7K———
ESL Trust Services, LLC
N/A—558-558-100%$42.3K———
Walsh & Associates, LLC
N/A—510-510-100%$38.7K———
Strive Financial Group,LLC
N/A—473-473-100%$35.8K———
Beaird Harris Wealth Management, LLC
N/A—446-446-100%$33.8K———
Morris Financial Concepts, Inc.
N/A—400-400-100%$30.3K———
Tidemark, LLC
N/A—363-363-100%$27.5K———
Rialto Wealth Management, LLC
N/A—267-267-100%$20.2K———
Miller Capital Partners, Inc.
N/A—252-252-100%$19.1K———
Ankerstar Wealth, LLC
N/A—240-240-100%$18.2K———
Front Row Advisors LLC
N/A—238-238-100%$19.0K———
Cbiz Investment Advisory Services, LLC
N/A—208-208-100%$14.6K———
BOK Financial Private Wealth, Inc.
N/A—180-180-100%$13.6K———
PIN OAK Investment Advisors Inc
N/A—176-176-100%$13———
Napier Financial, LLC
N/A—172-172-100%$13.0K———
Toronto Dominion Bank
N/A—171-171-100%$13.0K———
Sittner & Nelson, LLC
N/A—167-167-100%$12.7K———
Horizon Investments, LLC
N/A—166-166-100%$12.6K———
Atomic Invest LLC
N/A—160-160-100%$12.1K———
Providence Capital Advisors, LLC
N/A—154-154-100%$11.7K———
Johnson Financial Group, Inc.
N/A—154-154-100%$11.7K———
N.E.W. Advisory Services LLC
N/A—149-149-100%$11.3K———
Truvestments Capital LLC
N/A—143-143-100%$10.8K———
Sankala Group LLC
N/A—130-130-100%$10.4K———
Kerr Financial Planning Corp
N/A—128-128-100%$9.6K———
Private Wealth Asset Management, LLC
N/A—127-127-100%$9.6K———
Nova Wealth Management, Inc.
N/A—125-125-100%$9.5K———
Quantum Portfolio Management LLC
N/A—121-121-100%$9.2K———
Steigerwald, Gordon & Koch Inc.
N/A—106-106-100%$8.0K———
Group One Trading LLC
N/A—100-100-100%$7.6K———
Westend Capital Management, LLC
N/A—64-64-100%$4.9K———
Meramec Financial Planners, LLC
N/A—61-61-100%$4.8K———
Delta Asset Management LLC
N/A—53-53-100%$4.0K———
Mcguire Capital Advisors Inc
N/A—51-51-100%$3.9K———
Frazier Financial Advisors, LLC
N/A—50-50-100%$3.8K———
BNP Paribas Financial Markets
N/A—34-34-100%$2.6K———
Kilter Group LLC
N/A—30-30-100%$2.3K———
Aventura Private Wealth, LLC
N/A—27-27-100%$2.0K———
Dogwood Wealth Management LLC
N/A—15-15-100%$1.1K———
Ameritas Investment Partners, Inc.
N/A—11-11-100%$847———
Roble, Belko & Company, Inc
N/A—5-5-100%$0———
Showing 1416 of 1416 institutions