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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,308,188 from 1,291,785
Change+16,403 (+1%)
Value$218.2M (+$6.8M)
Filed 2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares519,600 from 519,600
Change0 (0%)
Value$86.7M (+$1.6M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares353,271 from 362,915
Change-9,644 (-3%)
Value$58.9M (-$472.6K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares327,060 from 317,597
Change+9,463 (+3%)
Value$54.6M (+$2.6M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares323,278 from 273,754
Change+49,524 (+18%)
Value$53.9M (+$9.1M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares281,881 from 267,702
Change+14,179 (+5%)
Value$47.0M (+$3.2M)
Filed 2026-10-22
IMPACTfolio, LLC
INCREASED
Shares263,766 from 259,848
Change+3,918 (+2%)
Value$44.0M (+$1.5M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares221,521 from 232,232
Change-10,711 (-5%)
Value$36.9M (-$1.1M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares219,270 from 205,158
Change+14,112 (+7%)
Value$36.9M (+$3.2M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares204,743 from 201,434
Change+3,309 (+2%)
Value$34.2K (-$32.9M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares187,947 from 194,181
Change-6,234 (-3%)
Value$31.4K (-$31.8M)
Filed 2026-11-02
Joel Isaacson & Co., LLC
DECREASED
Shares178,454 from 178,905
Change-451 (0%)
Value$29.8M (+$484.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares178,264 from 182,890
Change-4,626 (-3%)
Value$29.7M (-$199.2K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
DECREASED
Shares143,873 from 146,606
Change-2,733 (-2%)
Value$24.5M (+$346.2K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares141,487 from 153,263
Change-11,776 (-8%)
Value$23.6M (-$1.5M)
Filed 2026-11-04
Erickson Financial Group, LLC
INCREASED
Shares138,007 from 137,404
Change+603 (+0%)
Value$23.0M (+$530.7K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares114,752 from 116,519
Change-1,767 (-2%)
Value$19.1M (+$69.8K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares113,931 from 147,226
Change-33,295 (-23%)
Value$19.0M (-$5.1M)
Filed 2026-11-06
Sharkey, Howes & Javer
DECREASED
Shares93,375 from 99,194
Change-5,819 (-6%)
Value$15.6M (-$660.0K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares83,270 from 78,634
Change+4,636 (+6%)
Value$13.9M (+$1.0M)
Filed 2026-10-20
Facet Wealth, Inc.
DECREASED
Shares82,141 from 84,286
Change-2,145 (-3%)
Value$13.7M (-$94.0K)
Filed 2026-11-04
Staley Capital Advisers Inc
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$13.3M (+$250.4K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares79,077 from 69,012
Change+10,065 (+15%)
Value$13.2M (+$1.9M)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
DECREASED
Shares78,220 from 82,557
Change-4,337 (-5%)
Value$13.0M (-$465.0K)
Filed 2026-10-19
Laurel Wealth Planning LLC
INCREASED
Shares72,662 from 70,642
Change+2,020 (+3%)
Value$12.1M (+$558.0K)
Filed 2026-11-02
Wealth Architects, LLC
INCREASED
Shares71,103 from 69,767
Change+1,336 (+2%)
Value$11.9M (+$441.2K)
Filed 2026-11-03
Fisher Asset Management, LLC
INCREASED
Shares70,259 from 67,897
Change+2,362 (+3%)
Value$11.7M (+$606.5K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares67,274 from 67,340
Change-66 (0%)
Value$11.2M (+$199.8K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares67,081 from 70,792
Change-3,711 (-5%)
Value$11.4M (-$207.3K)
Filed 2026-10-08
Thrivent Financial for Lutherans
DECREASED
Shares65,019 from 65,598
Change-579 (-1%)
Value$10.9M (+$159.0K)
Filed 2026-11-05
Plancorp, LLC
DECREASED
Shares64,746 from 69,531
Change-4,785 (-7%)
Value$10.7M (-$742.6K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED
Shares63,995 from 62,952
Change+1,043 (+2%)
Value$10.7M (+$371.0K)
Filed 2026-10-05
Parallel Advisors, LLC
INCREASED
Shares63,404 from 60,483
Change+2,921 (+5%)
Value$10.6M (+$676.4K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares61,818 from 62,223
Change-405 (-1%)
Value$10.3M (+$127.1K)
Filed 2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED
Shares60,403 from 61,121
Change-718 (-1%)
Value$10.1M (+$71.5K)
Filed 2026-10-19
Prudent Man Advisors, LLC
DECREASED
Shares57,923 from 58,312
Change-389 (-1%)
Value$9.7M (+$117.6K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares57,540 from 57,618
Change-78 (0%)
Value$9.6M (+$167.3K)
Filed 2026-10-28
Clarity Asset Management, Inc.
DECREASED
Shares56,793 from 59,611
Change-2,818 (-5%)
Value$9.5M (-$283.5K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares56,045 from 56,035
Change+10 (+0%)
Value$9.6M (+$392.9K)
Filed 2026-10-21
UMB Bank, n.a.
INCREASED
Shares55,507 from 54,672
Change+835 (+2%)
Value$9.3M (+$310.4K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares55,160 from 48,250
Change+6,910 (+14%)
Value$9.2M (+$1.3M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares53,108 from 52,234
Change+874 (+2%)
Value$8.9M (+$309.3K)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares52,797 from 51,721
Change+1,076 (+2%)
Value$8.8M (+$341.3K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares50,112 from 32,222
Change+17,890 (+56%)
Value$8.4M (+$3.1M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares48,721 from 49,229
Change-508 (-1%)
Value$8.1M (+$69.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares48,665 from 54,113
Change-5,448 (-10%)
Value$8.1M (-$738.1K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
DECREASED
Shares47,857 from 48,723
Change-866 (-2%)
Value$8.2M (+$205.5K)
Filed 2026-10-19
Members Capital Advisors Inc
UNCHANGED
Shares44,358 from 44,358
Change0 (0%)
Value$7.4M (+$138.8K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
DECREASED
Shares41,741 from 42,927
Change-1,186 (-3%)
Value$1.5M (+$6.4K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED
Shares40,832 from 40,778
Change+54 (+0%)
Value$6.8M (+$136.5K)
Filed 2026-10-16
Mascoma Wealth Management LLC
INCREASED
Shares40,656 from 37,403
Change+3,253 (+9%)
Value$6.8M (+$659.7K)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED
Shares40,427 from 42,400
Change-1,973 (-5%)
Value$6.7M (-$196.4K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares38,135 from 38,895
Change-760 (-2%)
Value$6.4M (-$5.1K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares38,004 from 37,743
Change+261 (+1%)
Value$6.3M (+$161.7K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares34,936 from 38,183
Change-3,247 (-8%)
Value$5.8M (-$422.0K)
Filed 2026-10-16
Archer Investment Management, LLC
DECREASED
Shares32,168 from 33,187
Change-1,019 (-3%)
Value$5.4M (-$66.1K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares31,797 from 31,902
Change-105 (0%)
Value$5.3M (+$82.3K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
DECREASED
Shares31,706 from 33,221
Change-1,515 (-5%)
Value$5.3M (-$146.4K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares30,606 from 30,631
Change-25 (0%)
Value$5.1M (+$91.7K)
Filed 2026-10-22
Keystone Wealth Services, LLC
DECREASED
Shares30,186 from 30,347
Change-161 (-1%)
Value$5.0M (+$76.8K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares30,072 from 32,371
Change-2,299 (-7%)
Value$5.0M (-$285.2K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares28,922 from 26,401
Change+2,521 (+10%)
Value$4.8M (+$503.2K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares28,669 from 19,626
Change+9,043 (+46%)
Value$4.8M (+$1.7M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares28,669 from 19,626
Change+9,043 (+46%)
Value$4.8M (+$1.7M)
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares28,460 from 25,008
Change+3,452 (+14%)
Value$4.7M (+$654.0K)
Filed 2026-10-07
RFG Advisory, LLC
DECREASED
Shares27,904 from 28,118
Change-214 (-1%)
Value$4.7M (+$52.3K)
Filed 2026-11-03
Sofi Wealth, LLC
INCREASED
Shares27,389 from 26,173
Change+1,216 (+5%)
Value$4.6M (+$284.8K)
Filed 2026-10-27
WT Wealth Management
INCREASED
Shares25,701 from 23,990
Change+1,711 (+7%)
Value$4.3M (+$360.5K)
Filed 2026-10-13
Jordan Park Group LLC
INCREASED
Shares24,896 from 24,728
Change+168 (+1%)
Value$4.2M (+$105.4K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares24,816 from 24,534
Change+282 (+1%)
Value$4.1M (+$123.6K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares24,749 from 23,226
Change+1,523 (+7%)
Value$4.1M (+$326.7K)
Filed 2026-11-05
Pioneer Wealth Management Group
DECREASED
Shares24,601 from 25,232
Change-631 (-2%)
Value$4.1M (-$26.3K)
Filed 2026-10-09
Balance Wealth Partners LLC
DECREASED
Shares24,587 from 25,646
Change-1,059 (-4%)
Value$4.1M (-$96.3K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares23,914 from 19,206
Change+4,708 (+25%)
Value$4.0M (+$845.4K)
Filed 2026-10-16
Weil Company, Inc.
DECREASED
Shares23,388 from 24,989
Change-1,601 (-6%)
Value$3.9M (-$188.8K)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares23,201 from 21,380
Change+1,821 (+9%)
Value$3.9M (+$370.5K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares22,597 from 22,712
Change-115 (-1%)
Value$3.8M (+$51.9K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
DECREASED
Shares22,531 from 25,744
Change-3,213 (-12%)
Value$3.8M (-$455.3K)
Filed 2026-10-15
Gilbert Capital Group, Inc.
INCREASED
Shares22,310 from 22,299
Change+11 (+0%)
Value$3.7M (+$71.6K)
Filed 2026-10-28
Garde Capital, Inc.
DECREASED
Shares21,708 from 21,854
Change-146 (-1%)
Value$3.6M (+$44.1K)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares21,125 from 24,599
Change-3,474 (-14%)
Value$3.5M (-$502.4K)
Filed 2026-10-13
Lifelong Wealth Advisors, Inc.
DECREASED
Shares21,014 from 21,241
Change-227 (-1%)
Value$3.5M (+$28.6K)
Filed 2026-10-19
HF Advisory Group, LLC
INCREASED
Shares20,899 from 20,485
Change+414 (+2%)
Value$3.5M (+$133.1K)
Filed 2026-10-09
Brooklyn FI, LLC
DECREASED
Shares20,680 from 20,887
Change-207 (-1%)
Value$3.5M (+$43.2K)
Filed 2026-11-05
Diversified Trust Co
INCREASED
Shares20,601 from 16,966
Change+3,635 (+21%)
Value$3.4M (+$659.4K)
Filed 2026-11-06
Integris Wealth Management, LLC
DECREASED
Shares20,513 from 21,972
Change-1,459 (-7%)
Value$3.4M (-$174.5K)
Filed 2026-10-14
SigFig Wealth Management, LLC
DECREASED
Shares20,459 from 21,765
Change-1,306 (-6%)
Value$3.4M (-$125.1K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
DECREASED
Shares19,357 from 19,509
Change-152 (-1%)
Value$3.2M (+$35.7K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares18,150 from 18,171
Change-21 (0%)
Value$3.0M (+$52.9K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares18,079 from 18,487
Change-408 (-2%)
Value$3.0M (-$10.1K)
Filed 2026-10-14
Ridgeline Wealth, LLC
DECREASED
Shares18,030 from 18,213
Change-183 (-1%)
Value$3.1M (+$89.2K)
Filed 2026-10-14
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares17,592 from 17,089
Change+503 (+3%)
Value$2.9M (+$137.5K)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares17,568 from 18,017
Change-449 (-2%)
Value$2.9M (-$18.6K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares17,458 from 17,387
Change+71 (+0%)
Value$2.9M (+$66.3K)
Filed 2026-10-21
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares17,133 from 17,600
Change-467 (-3%)
Value$2.9M (-$22.8K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares17,089 from 18,032
Change-943 (-5%)
Value$2.9M (-$100.9K)
Filed 2026-10-26
Vision Capital Management, Inc.
DECREASED
Shares16,980 from 17,349
Change-369 (-2%)
Value$2.8M (-$7.2K)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED
Shares16,812 from 18,034
Change-1,222 (-7%)
Value$2.8M (-$147.3K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares16,808 from 18,529
Change-1,721 (-9%)
Value$2.8M (-$229.1K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares16,504 from 16,792
Change-288 (-2%)
Value$2.8M (+$14.0K)
Filed 2026-10-16
One Advisory Partners, LLC
UNCHANGED
Shares16,475 from 16,475
Change0 (0%)
Value$2.7M (+$51.6K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares16,223 from 14,737
Change+1,486 (+10%)
Value$2.7M (+$294.1K)
Filed 2026-10-23
Madrid Wealth Management, LLC
DECREASED
Shares15,436 from 15,506
Change-70 (0%)
Value$2.6M (+$36.9K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares15,090 from 15,030
Change+60 (+0%)
Value$2.5M (+$57.1K)
Filed 2026-10-22
Macroview Investment Management LLC
DECREASED
Shares14,903 from 14,938
Change-35 (0%)
Value$2.5M (+$41.0K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares14,896 from 14,809
Change+87 (+1%)
Value$2.5M (+$60.9K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares14,851 from 15,133
Change-282 (-2%)
Value$2.5M (+$271)
Filed 2026-11-05
SYM Financial Corp
DECREASED
Shares14,801 from 14,901
Change-100 (-1%)
Value$2.5M (+$30.0K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares14,143 from 10,833
Change+3,310 (+31%)
Value$2.4M (+$586.0K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares14,123 from 5,183
Change+8,940 (+172%)
Value$2.4M (+$1.5M)
Filed 2026-11-05
GFS Advisors, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$2.3M (+$2.2M)
Filed 2026-11-03
Advisory Solutions Group, LLC
INCREASED
Shares13,474 from 12,925
Change+549 (+4%)
Value$2.2M (+$132.1K)
Filed 2026-10-14
Acropolis Investment Management, LLC
DECREASED
Shares13,377 from 13,510
Change-133 (-1%)
Value$2.2M (+$20.1K)
Filed 2026-10-08
RHS Financial, LLC
INCREASED
Shares13,210 from 12,998
Change+212 (+2%)
Value$2.2M (+$76.0K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares12,990 from 11,566
Change+1,424 (+12%)
Value$2.2M (+$288.9K)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares12,896 from 12,932
Change-36 (0%)
Value$2.2M (+$34.4K)
Filed 2026-10-14
Grey Ledge Advisors, LLC
DECREASED
Shares12,870 from 13,036
Change-166 (-1%)
Value$2.1M (+$13.1K)
Filed 2026-11-02
Ramiah Investment Group
INCREASED
Shares12,840 from 12,607
Change+233 (+2%)
Value$2.1M (+$78.3K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,793 from 13,232
Change-439 (-3%)
Value$2.1M (-$31.9K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares12,649 from 57,114
Change-44,465 (-78%)
Value$2.1M (-$7.2M)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares12,567 from 12,070
Change+497 (+4%)
Value$2.1M (+$120.7K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares12,450 from 11,466
Change+984 (+9%)
Value$2.1M (+$200.0K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares12,372 from 12,372
Change0 (0%)
Value$2.0M ($0)
Filed 2026-11-06
Oak Barrel Wealth Advisory LLC
DECREASED
Shares12,040 from 12,048
Change-8 (0%)
Value$2.0M (+$36.4K)
Filed 2026-11-05
Ryan Investment Management, Inc.
INCREASED
Shares11,934 from 8,960
Change+2,974 (+33%)
Value$2.0M (+$524.1K)
Filed 2026-10-20
Morling Financial Advisors, LLC
DECREASED
Shares11,867 from 12,727
Change-860 (-7%)
Value$2.0M (-$103.7K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares11,613 from 11,588
Change+25 (+0%)
Value$1.9M (+$40.4K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares11,476 from 11,476
Change0 (0%)
Value$1.9M (+$35.9K)
Filed 2026-11-02
GenTrust, LLC
INCREASED
Shares11,341 from 11,332
Change+9 (+0%)
Value$1.9M (+$37.1K)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
DECREASED
Shares11,080 from 12,598
Change-1,518 (-12%)
Value$1.8M (-$213.7K)
Filed 2026-10-28
Strategic Point Investment Advisors, LLC
DECREASED
Shares11,060 from 12,390
Change-1,330 (-11%)
Value$1.8M (-$183.1K)
Filed 2026-10-29
Pittenger & Anderson Inc
INCREASED
Shares11,022 from 10,006
Change+1,016 (+10%)
Value$1.8M (+$200.8K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
INCREASED
Shares10,869 from 10,600
Change+269 (+3%)
Value$1.8M (+$78.2K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
INCREASED
Shares10,830 from 10,657
Change+173 (+2%)
Value$1.8M (+$62.3K)
Filed 2026-11-04
RCS Financial Planning, LLC
INCREASED
Shares10,708 from 10,260
Change+448 (+4%)
Value$1.8M (+$106.9K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares10,705 from 10,724
Change-19 (0%)
Value$1.8M (+$30.4K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares10,520 from 10,765
Change-245 (-2%)
Value$1.8M (-$7.1K)
Filed 2026-11-06
Ipsen Advisor Group LLC
DECREASED
Shares10,465 from 11,556
Change-1,091 (-9%)
Value$1.7M (-$145.9K)
Filed 2026-10-29
Olio Financial Planning
DECREASED
Shares10,381 from 10,384
Change-3 (0%)
Value$1.7M (+$32.0K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares10,361 from 10,098
Change+263 (+3%)
Value$1.7M (+$75.5K)
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares10,048 from 9,863
Change+185 (+2%)
Value$1.7M (+$61.7K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares9,801 from 9,275
Change+526 (+6%)
Value$1.6M (+$116.7K)
Filed 2026-10-29
Hoxton Planning & Management, LLC
DECREASED
Shares9,768 from 9,971
Change-203 (-2%)
Value$1.6M (-$2.7K)
Filed 2026-10-15
Orin Green Financial, LLC
INCREASED
Shares9,560 from 9,260
Change+300 (+3%)
Value$1.6M (+$79.0K)
Filed 2026-10-19
West Wealth Group, LLC
INCREASED
Shares9,464 from 9,303
Change+161 (+2%)
Value$1.6M (+$56.0K)
Filed 2026-10-14
CWC Advisors, Llc.
INCREASED
Shares9,419 from 9,418
Change+1 (+0%)
Value$1.6M (+$29.7K)
Filed 2026-10-15
Symmetry Partners, LLC
DECREASED
Shares9,410 from 9,477
Change-67 (-1%)
Value$1.6M (+$18.5K)
Filed 2026-10-27
Scott Capital Advisors, LLC
DECREASED
Shares9,336 from 10,607
Change-1,271 (-12%)
Value$1.6M (-$148.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares9,285 from 9,322
Change-37 (0%)
Value$1.5M (+$23.0K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares9,280 from 9,395
Change-115 (-1%)
Value$1.5M (+$10.2K)
Filed 2026-10-28
Compass Ion Advisors, LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$1.5M (+$29.0K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares9,089 from 9,022
Change+67 (+1%)
Value$1.5M (+$39.4K)
Filed 2026-10-14
Montecito Bank & Trust
DECREASED
Shares9,055 from 9,545
Change-490 (-5%)
Value$1.5M (-$51.9K)
Filed 2026-10-01
BLB&B Advisors, LLC
DECREASED
Shares9,007 from 9,216
Change-209 (-2%)
Value$1.5M (-$6.0K)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares8,974 from 9,093
Change-119 (-1%)
Value$1.5M (+$8.6K)
Filed 2026-11-05
Ethic Inc.
DECREASED
Shares8,971 from 9,068
Change-97 (-1%)
Value$1.5M (+$12.1K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares8,959 from 9,133
Change-174 (-2%)
Value$1.5M (-$457)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares8,866 from 9,649
Change-783 (-8%)
Value$1.5M (-$100.4K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares8,839 from 8,795
Change+44 (+1%)
Value$1.5M (+$34.9K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares8,642 from 9,782
Change-1,140 (-12%)
Value$1.4M (-$159.5K)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares8,550 from 8,619
Change-69 (-1%)
Value$1.4M (+$15.5K)
Filed 2026-10-13
McClarren Financial Advisors, Inc.
INCREASED
Shares8,493 from 8,481
Change+12 (+0%)
Value$1.4M (+$28.6K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares8,143 from 8,132
Change+11 (+0%)
Value$1.4M (+$27.3K)
Filed 2026-10-20
JB Capital LLC
INCREASED
Shares8,065 from 7,914
Change+151 (+2%)
Value$1.3M (+$49.9K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares8,009 from 8,464
Change-455 (-5%)
Value$1.3M (-$49.2K)
Filed 2026-10-08
Zenith Solutions, Inc.
DECREASED
Shares7,972 from 11,867
Change-3,895 (-33%)
Value$1.3M (-$612.5K)
Filed 2026-10-19
W Advisors, LLC
DECREASED
Shares7,876 from 7,957
Change-81 (-1%)
Value$1.3M (+$11.4K)
Filed 2026-11-02
Strategy Asset Managers LLC
INCREASED
Shares7,862 from 7,705
Change+157 (+2%)
Value$1.3M (+$50.2K)
Filed 2026-10-14
Marino, Stram & Associates LLC
DECREASED
Shares7,773 from 7,792
Change-19 (0%)
Value$1.3M (+$21.1K)
Filed 2026-10-22
Brewster Financial Planning LLC
INCREASED
Shares7,698 from 4,678
Change+3,020 (+65%)
Value$1.3M (+$518.4K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares7,621 from 7,943
Change-322 (-4%)
Value$1.3M (-$28.8K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares7,606 from 7,652
Change-46 (-1%)
Value$1.3M (+$37.7K)
Filed 2026-11-02
Crown Wealth Group, LLC
DECREASED
Shares7,503 from 7,556
Change-53 (-1%)
Value$1.3M (+$14.8K)
Filed 2026-10-19
AlphaCore Capital LLC
DECREASED
Shares7,499 from 7,522
Change-23 (0%)
Value$1.3M (+$19.6K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares7,461 from 7,516
Change-55 (-1%)
Value$1.2M (+$14.4K)
Filed 2026-10-29
D.A. Davidson & Co.
INCREASED
Shares7,418 from 6,994
Change+424 (+6%)
Value$1.2M (+$92.6K)
Filed 2026-10-28
Hughes Financial Services, LLC
DECREASED
Shares7,324 from 7,397
Change-73 (-1%)
Value$1.2M (+$22.5K)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares7,320 from 7,842
Change-522 (-7%)
Value$1.2M (-$62.6K)
Filed 2026-10-28
Buttonwood Financial Group, LLC
INCREASED
Shares7,277 from 1,975
Change+5,302 (+268%)
Value$1.2M (+$918.6K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares7,250 from 7,250
Change0 (0%)
Value$1.2M (+$22.7K)
Filed 2026-10-23
Keener Financial Planning LLC
UNCHANGED
Shares7,236 from 7,236
Change0 (0%)
Value$1.2M (+$23.0K)
Filed 2026-11-06
Sentinel Trust Co LBA
DECREASED
Shares7,217 from 7,234
Change-17 (0%)
Value$1.2M (+$1.2M)
Filed 2026-11-03
Bangor Savings Bank
INCREASED
Shares7,185 from 6,931
Change+254 (+4%)
Value$1.2M (+$64.1K)
Filed 2026-10-06
Valley National Advisers Inc
INCREASED
Shares7,139 from 6,936
Change+203 (+3%)
Value$1.2M (+$55.5K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
DECREASED
Shares7,028 from 7,281
Change-253 (-3%)
Value$1.2M (-$19.4K)
Filed 2026-10-14
TSA Wealth Managment LLC
DECREASED
Shares6,988 from 7,052
Change-64 (-1%)
Value$1.2M (+$11.4K)
Filed 2026-10-22
Midwest Heritage Bank, FSB
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$1.2M (+$21.8K)
Filed 2026-10-26
ERn Financial, LLC
DECREASED
Shares6,754 from 6,910
Change-156 (-2%)
Value$1.1M (-$4.4K)
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares6,752 from 5,145
Change+1,607 (+31%)
Value$1.1M (+$284.2K)
Filed 2026-10-16
Chicago Capital, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$1.1M (+$21.0K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares6,693 from 7,279
Change-586 (-8%)
Value$1.1M (-$75.0K)
Filed 2026-10-14
Presilium Private Wealth, LLC
DECREASED
Shares6,684 from 7,083
Change-399 (-6%)
Value$1.1M (-$44.4K)
Filed 2026-10-26
Live Oak Investment Partners
INCREASED
Shares6,604 from 6,455
Change+149 (+2%)
Value$1.1M (+$45.1K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares6,591 from 6,576
Change+15 (+0%)
Value$1.1M (+$23.1K)
Filed 2026-10-19
Great Diamond Partners, LLC
INCREASED
Shares6,587 from 6,309
Change+278 (+4%)
Value$1.1M (+$66.1K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares6,513 from 6,033
Change+480 (+8%)
Value$1.1M (+$98.9K)
Filed 2026-10-14
American Capital Advisory, LLC
DECREASED
Shares6,509 from 6,958
Change-449 (-6%)
Value$1.1M (-$53.1K)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares6,321 from 6,425
Change-104 (-2%)
Value$1.1M (+$2.8K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,308 from 3,339
Change+2,969 (+89%)
Value$1.1M (+$505.7K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares6,170 from 6,760
Change-590 (-9%)
Value$1.0M (-$87.2K)
Filed 2026-11-04
Xena Financial Planning, LLC
DECREASED
Shares6,163 from 7,720
Change-1,557 (-20%)
Value$1.0M (-$235.5K)
Filed 2026-10-13
First Heartland Consultants, Inc.
NEW
Shares6,107
Change+6,107
Value$1.0M
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,093 from 6,090
Change+3 (+0%)
Value$1.0M (+$19.6K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares6,052 from 6,119
Change-67 (-1%)
Value$1.0M (+$8.0K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares6,021 from 22,938
Change-16,917 (-74%)
Value$1.0K (-$3.8M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares5,937 from 5,314
Change+623 (+12%)
Value$990.4K (+$120.6K)
Filed 2026-11-04
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares5,858 from 5,858
Change0 (0%)
Value$977.1K (+$18.3K)
Filed 2026-10-07
One Wealth Capital Management, LLC
DECREASED
Shares5,855 from 8,356
Change-2,501 (-30%)
Value$976.6K (-$391.0K)
Filed 2026-10-23
Jeter Robert S II
INCREASED
Shares5,832 from 5,239
Change+593 (+11%)
Value$993.1K (+$125.0K)
Filed 2026-10-16
Nottingham Advisors, Inc.
DECREASED
Shares5,733 from 7,811
Change-2,078 (-27%)
Value$959.1K (-$311.6K)
Filed 2026-10-29
XML Financial, LLC
DECREASED
Shares5,707 from 6,169
Change-462 (-7%)
Value$951.9K (-$57.8K)
Filed 2026-10-29
Kelsey Financial, LLC
DECREASED
Shares5,690 from 7,044
Change-1,354 (-19%)
Value$949.1K (-$203.8K)
Filed 2026-10-28
XY Planning Network, Inc.
DECREASED
Shares5,635 from 5,834
Change-199 (-3%)
Value$939.9K (-$14.9K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED
Shares5,597 from 5,596
Change+1 (+0%)
Value$933.5K (+$17.6K)
Filed 2026-11-04
Riverwater Partners LLC
INCREASED
Shares5,591 from 5,587
Change+4 (+0%)
Value$932.6K (+$18.2K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares5,581 from 5,590
Change-9 (0%)
Value$930.9K (+$16.1K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares5,549 from 5,494
Change+55 (+1%)
Value$925.7K (+$26.3K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares5,486 from 5,402
Change+84 (+2%)
Value$915.1K (+$31.0K)
Filed 2026-10-28
Sutton Place Investors LLC
UNCHANGED
Shares5,477 from 5,477
Change0 (0%)
Value$913.6K (+$17.1K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares5,412 from 4,709
Change+703 (+15%)
Value$907.2K (+$155.2K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares5,359 from 2,346
Change+3,013 (+128%)
Value$881.0K (+$497.1K)
Filed 2026-11-05
Two West Capital Advisors LLC
DECREASED
Shares5,355 from 5,532
Change-177 (-3%)
Value$894.7K (-$5.3K)
Filed 2026-10-15
Bigelow Investment Advisors, LLC
DECREASED
Shares5,335 from 6,277
Change-942 (-15%)
Value$889.9K (-$137.5K)
Filed 2026-10-13
tru Independence LLC
NEW
Shares5,325
Change+5,325
Value$888.2K
Filed 2026-10-20
Shotwell Rutter Baer Inc
DECREASED
Shares5,297 from 5,308
Change-11 (0%)
Value$883.5K (+$14.8K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares5,256 from 5,708
Change-452 (-8%)
Value$876.7K (-$57.5K)
Filed 2026-11-05
MBE Wealth Management, LLC
DECREASED
Shares5,224 from 5,242
Change-18 (0%)
Value$871.4K (+$13.4K)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares5,129 from 5,125
Change+4 (+0%)
Value$855.6K (+$16.7K)
Filed 2026-10-15
Legacy Edge Advisors, LLC
INCREASED
Shares5,090 from 2,294
Change+2,796 (+122%)
Value$849.0K (+$473.6K)
Filed 2026-11-06
Navigation Group, LLC
INCREASED
Shares5,090 from 5,079
Change+11 (+0%)
Value$849.1K (+$17.8K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares5,089 from 5,444
Change-355 (-7%)
Value$848.8K (-$42.2K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED
Shares5,048 from 5,048
Change0 (0%)
Value$842.0K (+$15.8K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares5,028 from 5,112
Change-84 (-2%)
Value$847.9K (+$11.0K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares5,007 from 3,340
Change+1,667 (+50%)
Value$835.2K (+$288.5K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares5,004 from 5,038
Change-34 (-1%)
Value$834.6K (+$10.1K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
DECREASED
Shares4,959 from 4,960
Change-1 (0%)
Value$827.2K (+$15.4K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
DECREASED
Shares4,878 from 4,948
Change-70 (-1%)
Value$813.7K (+$3.8K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares4,817 from 5,139
Change-322 (-6%)
Value$803.5K (-$37.6K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares4,816
Change+4,816
Value$803.2K
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares4,809 from 4,786
Change+23 (+0%)
Value$802.1K (+$18.8K)
Filed 2026-10-05
Howard Financial Services, Ltd.
INCREASED
Shares4,796 from 4,785
Change+11 (+0%)
Value$799.9K (+$16.7K)
Filed 2026-10-15
Motive Wealth Advisors
UNCHANGED
Shares4,789 from 4,789
Change0 (0%)
Value$798.8K (+$15.0K)
Filed 2026-10-26
Intrua Financial, LLC
DECREASED
Shares4,788 from 4,794
Change-6 (0%)
Value$798.6K (+$14.0K)
Filed 2026-10-28
Farrell Financial LLC
DECREASED
Shares4,726 from 5,471
Change-745 (-14%)
Value$788.3K (-$107.1K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares4,652 from 4,647
Change+5 (+0%)
Value$776.0K (+$15.4K)
Filed 2026-10-13
Meridian Financial Partners LLC
DECREASED
Shares4,648 from 4,669
Change-21 (0%)
Value$784.2K (+$10.1K)
Filed 2026-10-23
Trilogy Capital Inc.
DECREASED
Shares4,642 from 4,705
Change-63 (-1%)
Value$774.3K (+$4.2K)
Filed 2026-10-20
APS Management Group, Inc.
DECREASED
Shares4,555 from 4,557
Change-2 (0%)
Value$759.7K (+$13.9K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares4,551 from 4,552
Change-1 (0%)
Value$759.1K (+$14.1K)
Filed 2026-10-30
Retirement Planning Group, LLC
UNCHANGED
Shares4,543 from 4,543
Change0 (0%)
Value$757.7K (+$14.2K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares4,529 from 4,481
Change+48 (+1%)
Value$755.4K (+$22.0K)
Filed 2026-10-23
MKT Advisors LLC
DECREASED
Shares4,436 from 6,638
Change-2,202 (-33%)
Value$751.4K (-$337.8K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares4,435 from 4,005
Change+430 (+11%)
Value$739.8K (+$84.3K)
Filed 2026-10-26
Greenspring Advisors, LLC
UNCHANGED
Shares4,404 from 4,404
Change0 (0%)
Value$734.6K (+$13.8K)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares4,373 from 4,251
Change+122 (+3%)
Value$729.3K (+$33.6K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares4,371 from 4,491
Change-120 (-3%)
Value$729.1K (-$5.9K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares4,358 from 4,143
Change+215 (+5%)
Value$732.3K (+$54.2K)
Filed 2026-10-15
Cornerstone Planning Group LLC
DECREASED
Shares4,345 from 4,457
Change-112 (-3%)
Value$740.8K (+$10.5K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,310 from 4,233
Change+77 (+2%)
Value$719.0K (+$30.9K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
DECREASED
Shares4,277 from 4,318
Change-41 (-1%)
Value$713.3K (+$6.7K)
Filed 2026-10-05
Asempa Wealth Advisors
INCREASED
Shares4,275 from 4,274
Change+1 (+0%)
Value$715.1K (+$15.6K)
Filed 2026-10-07
Factor Wealth Management LTD
DECREASED
Shares4,211 from 4,235
Change-24 (-1%)
Value$702.4K (+$9.3K)
Filed 2026-10-08
Bison Wealth, LLC
DECREASED
Shares4,154 from 4,168
Change-14 (0%)
Value$707.6K (+$19.9K)
Filed 2026-10-13
Archford Capital Strategies, LLC
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$688.9K (+$12.9K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares4,104 from 3,930
Change+174 (+4%)
Value$684.6K (+$41.3K)
Filed 2026-10-26
Old Peak Finance LLC
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$673.9K (+$12.6K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
INCREASED
Shares4,031 from 3,386
Change+645 (+19%)
Value$672.4K (+$118.2K)
Filed 2026-11-06
Single Point Partners, LLC
INCREASED
Shares4,031 from 3,952
Change+79 (+2%)
Value$672.3K (+$25.5K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares4,028 from 2,718
Change+1,310 (+48%)
Value$671.8K (+$227.0K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares3,915 from 86
Change+3,829 (+4452%)
Value$653.0K (+$638.9K)
Filed 2026-10-27
Capital Investment Advisors, LLC
INCREASED
Shares3,856 from 3,840
Change+16 (+0%)
Value$643.2K (+$14.7K)
Filed 2026-10-22
North Berkeley Wealth Management, LLC
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$641.3K (+$12.0K)
Filed 2026-11-02
Bestgate Wealth Advisors, LLC
NEW
Shares3,806
Change+3,806
Value$634.8K
Filed 2026-10-13
Tarbox Family Office, Inc.
UNCHANGED
Shares3,793 from 3,793
Change0 (0%)
Value$632.7K (+$11.9K)
Filed 2026-10-23
Lantz Financial LLC
DECREASED
Shares3,770 from 3,950
Change-180 (-5%)
Value$628.8K (-$17.7K)
Filed 2026-10-15
Prosperitas Financial LLC
INCREASED
Shares3,769 from 3,422
Change+347 (+10%)
Value$628.6K (+$68.5K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
DECREASED
Shares3,712 from 3,775
Change-63 (-2%)
Value$619.1K (+$1.3K)
Filed 2026-11-05
Peak Financial Management, Inc.
DECREASED
Shares3,679 from 3,702
Change-23 (-1%)
Value$613.7K (+$7.8K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares3,670 from 4,083
Change-413 (-10%)
Value$612.2K (-$56.1K)
Filed 2026-11-06
Eastern Bank
UNCHANGED
Shares3,634 from 3,634
Change0 (0%)
Value$606.2K (+$11.4K)
Filed 2026-10-05
PFG Advisors
INCREASED
Shares3,625 from 3,513
Change+112 (+3%)
Value$604.6K (+$29.6K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares3,622 from 3,612
Change+10 (+0%)
Value$604.3K (+$13.0K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
INCREASED
Shares3,621 from 3,357
Change+264 (+8%)
Value$569.5K (+$20.1K)
Filed 2026-10-15
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,608 from 3,634
Change-26 (-1%)
Value$601.8K (+$7.0K)
Filed 2026-10-20
Chris Bulman Inc
INCREASED
Shares3,597 from 3,393
Change+204 (+6%)
Value$600.0K (+$44.6K)
Filed 2026-10-20
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares3,577 from 3,569
Change+8 (+0%)
Value$596.6K (+$12.5K)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
INCREASED
Shares3,494 from 2,391
Change+1,103 (+46%)
Value$582.8K (+$191.4K)
Filed 2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares3,482 from 3,746
Change-264 (-7%)
Value$580.8K (-$32.3K)
Filed 2026-10-21
Traveka Wealth, LLC
DECREASED
Shares3,478 from 3,504
Change-26 (-1%)
Value$580.1K (+$6.6K)
Filed 2026-10-19
Russell Investments Group, Ltd.
DECREASED
Shares3,440 from 3,651
Change-211 (-6%)
Value$573.8K (-$23.7K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,436 from 3,221
Change+215 (+7%)
Value$573.1K (+$45.9K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares3,402 from 3,703
Change-301 (-8%)
Value$568.8K (-$37.3K)
Filed 2026-10-30
Core Wealth Advisors, LLC
UNCHANGED
Shares3,366 from 3,366
Change0 (0%)
Value$561.4K (+$10.5K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares3,311 from 3,303
Change+8 (+0%)
Value$552.2K (+$11.6K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares3,282 from 2,980
Change+302 (+10%)
Value$547.4K (+$59.6K)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$547 (+$10)
Filed 2026-10-02
Visionary Wealth Advisors
DECREASED
Shares3,262 from 3,297
Change-35 (-1%)
Value$544.1K (+$4.6K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares3,254 from 3,012
Change+242 (+8%)
Value$542.8K (+$49.8K)
Filed 2026-11-04
JHP Wealth Management, LLC
DECREASED
Shares3,245 from 3,332
Change-87 (-3%)
Value$541.2K (-$4.2K)
Filed 2026-11-06
Tableaux LLC
DECREASED
Shares3,234 from 3,235
Change-1 (0%)
Value$539.4K (+$10.0K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
DECREASED
Shares3,224 from 3,275
Change-51 (-2%)
Value$537.8K (+$1.8K)
Filed 2026-10-09
Gen-Wealth Partners Inc
DECREASED
Shares3,202 from 3,578
Change-376 (-11%)
Value$534.1K (-$51.5K)
Filed 2026-11-04
ASL Financial, LLC
INCREASED
Shares3,197 from 3,137
Change+60 (+2%)
Value$533.3K (+$19.8K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$531.1K (+$10.0K)
Filed 2026-10-15
Manchester Capital Management LLC
INCREASED
Shares3,168 from 1,140
Change+2,028 (+178%)
Value$528.4K (+$341.8K)
Filed 2026-10-22
Bailard, Inc.
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$521.6K (+$9.8K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares3,088 from 3,185
Change-97 (-3%)
Value$515.1K (-$6.2K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares3,084 from 3,063
Change+21 (+1%)
Value$514.4K (+$13.1K)
Filed 2026-10-28
Absolute Capital Management, LLC
INCREASED
Shares2,995 from 2,981
Change+14 (+0%)
Value$499.6K (+$11.7K)
Filed 2026-10-16
Andrews Advisory Associates, LLC
DECREASED
Shares2,992 from 3,016
Change-24 (-1%)
Value$499.1K (+$5.4K)
Filed 2026-10-15
Associated Banc-Corp
NEW
Shares2,957
Change+2,957
Value$493.2K
Filed 2026-10-30
NWF Advisory Services Inc.
DECREASED
Shares2,929 from 3,494
Change-565 (-16%)
Value$488.6K (-$83.3K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares2,922 from 3,944
Change-1,022 (-26%)
Value$487.4K (-$158.1K)
Filed 2026-10-19
Sherman Asset Management, Inc.
INCREASED
Shares2,920 from 2,893
Change+27 (+1%)
Value$487.1K (+$13.6K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares2,863 from 3,005
Change-142 (-5%)
Value$477.6K (-$14.3K)
Filed 2026-10-23
Finley Financial, LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$478.5K (+$10.4K)
Filed 2026-10-28
Aureum Wealth Management, LLC
INCREASED
Shares2,850 from 2,556
Change+294 (+12%)
Value$475.4K (+$57.0K)
Filed 2026-10-15
Financial Management Network Inc
INCREASED
Shares2,836 from 2,829
Change+7 (+0%)
Value$477.7K (+$16.4K)
Filed 2026-10-09
W.H. Cornerstone Investments Inc.
INCREASED
Shares2,821 from 2,814
Change+7 (+0%)
Value$470.5K (+$9.9K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED
Shares2,807 from 2,811
Change-4 (0%)
Value$468.2K (+$8.1K)
Filed 2026-10-23
Able Financial Group, LLC
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$467.7K (+$8.8K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares2,762 from 2,795
Change-33 (-1%)
Value$460.7K (+$3.2K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,751 from 2,549
Change+202 (+8%)
Value$458.9K (+$41.8K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares2,742 from 2,755
Change-13 (0%)
Value$457.4K (+$6.5K)
Filed 2026-11-02
DWR Wealth Management, LLC
INCREASED
Shares2,731 from 2,463
Change+268 (+11%)
Value$456.3K (+$56.0K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$447.9K (+$8.4K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares2,679 from 2,721
Change-42 (-2%)
Value$446.9K (+$1.5K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,650 from 1,230
Change+1,420 (+115%)
Value$442.0K (+$240.7K)
Filed 2026-10-22
Moller Wealth Partners
DECREASED
Shares2,643 from 2,649
Change-6 (0%)
Value$440.9K (+$7.3K)
Filed 2026-10-15
Weatherly Asset Management L. P.
NEW
Shares2,627
Change+2,627
Value$438.2K
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares2,618 from 2,701
Change-83 (-3%)
Value$436.7K (-$5.4K)
Filed 2026-11-05
Broussard Financial Group LLC
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$434.3K (+$8.2K)
Filed 2026-10-26
One Day In July LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$433.7K (+$8.1K)
Filed 2026-10-30
Milestone Investment Advisors LLC
INCREASED
Shares2,598 from 2,597
Change+1 (+0%)
Value$433.3K (+$8.3K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares2,588 from 2,011
Change+577 (+29%)
Value$431.7K (+$102.5K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares2,575 from 2,650
Change-75 (-3%)
Value$429.5K (-$4.2K)
Filed 2026-10-21
Heritage Family Offices, LLP
DECREASED
Shares2,552 from 2,647
Change-95 (-4%)
Value$425.7K (-$7.5K)
Filed 2026-11-02
Seven Post Investment Office LP
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$422.3K (+$7.9K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
INCREASED
Shares2,510 from 2,389
Change+121 (+5%)
Value$418.7K (+$27.7K)
Filed 2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$417.0K (+$7.8K)
Filed 2026-11-04
Elevation Wealth Management LLC
INCREASED
Shares2,492 from 2,448
Change+44 (+2%)
Value$415.6K (+$15.0K)
Filed 2026-11-02
Clean Yield Group
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$412.7K (+$7.7K)
Filed 2026-10-28
Wesbanco Bank Inc
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$405.3K (+$7.6K)
Filed 2026-11-04
Oarsman Capital, Inc.
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$404.7K (+$7.6K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,393
Change+2,393
Value$399.2K
Filed 2026-10-16
Private Client Services, LLC
DECREASED
Shares2,371 from 2,378
Change-7 (0%)
Value$395.5K (+$6.3K)
Filed 2026-10-02
True North Advisors, LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$394.5K (+$7.4K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$392.7K (+$7.4K)
Filed 2026-10-05
BCU Wealth Advisors, LLC
INCREASED
Shares2,329 from 2,326
Change+3 (+0%)
Value$388.5K (+$7.9K)
Filed 2026-10-16
CGC Financial Services, LLC
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$383.1K (+$7.2K)
Filed 2026-10-13
Trademark Financial Management, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$382.0K (+$7.2K)
Filed 2026-10-23
Sentinel Advisory Group, LLC
INCREASED
Shares2,279 from 2,270
Change+9 (+0%)
Value$380.1K (+$8.6K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$375.3K (+$7.1K)
Filed 2026-11-03
Centurion Wealth Management LLC
NEW
Shares2,247
Change+2,247
Value$227.0K
Filed 2026-10-13
Rede Wealth, LLC
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$374.8K (+$7.0K)
Filed 2026-10-22
Leverty Financial Group, LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$368.5K (+$6.9K)
Filed 2026-10-08
Level Financial Advisors
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$365.5K (+$6.9K)
Filed 2026-10-13
Merkkuri Wealth Advisors LLC
DECREASED
Shares2,189 from 2,246
Change-57 (-3%)
Value$365.2K (-$2.4K)
Filed 2026-11-03
Investment Partners, Ltd.
NEW
Shares2,186
Change+2,186
Value$364.6K
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,164 from 2,507
Change-343 (-14%)
Value$361.0K (-$49.4K)
Filed 2026-10-07
Trek Financial, LLC
DECREASED
Shares2,163 from 2,619
Change-456 (-17%)
Value$360.8K (-$67.9K)
Filed 2026-10-29
Semitam Bonam LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$356.0K (+$6.7K)
Filed 2026-10-27
Kestra Investment Management, LLC
DECREASED
Shares2,130 from 3,193
Change-1,063 (-33%)
Value$355.3K (-$167.3K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
DECREASED
Shares2,112 from 2,115
Change-3 (0%)
Value$352.3K (+$6.1K)
Filed 2026-10-20
Wedmont Private Capital
UNCHANGED
Shares2,086 from 2,086
Change0 (0%)
Value$353.3K (+$7.7K)
Filed 2026-10-09
Martel Wealth Advisors LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$346.9K (+$6.5K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
UNCHANGED
Shares2,079 from 2,079
Change0 (0%)
Value$346.8K (+$6.5K)
Filed 2026-10-19
Tanager Wealth Management LLP
DECREASED
Shares2,045 from 3,319
Change-1,274 (-38%)
Value$341.1K (-$202.1K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,038 from 2,033
Change+5 (+0%)
Value$339.9K (+$7.1K)
Filed 2026-10-13
Citizens Financial Group Inc
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$336.0K (+$6.4K)
Filed 2026-10-23
Soltis Investment Advisors LLC
NEW
Shares2,011
Change+2,011
Value$335.4K
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares2,008 from 2,136
Change-128 (-6%)
Value$335.0K (-$14.6K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$329.8K (+$6.2K)
Filed 2026-10-26
Channel Wealth LLC
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$326.1K (+$6.1K)
Filed 2026-11-06
Natural Investments, LLC
DECREASED
Shares1,940 from 1,960
Change-20 (-1%)
Value$323.6K (+$3.6K)
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$320.6K (+$6.0K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares1,911 from 1,907
Change+4 (+0%)
Value$318.8K (+$6.6K)
Filed 2026-11-05
Guardian Financial Partners, LLC
NEW
Shares1,905
Change+1,905
Value$317.8K
Filed 2026-11-04
BKM Wealth Management, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$316.9K (+$5.9K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares1,897 from 1,306
Change+591 (+45%)
Value$316.4K (+$102.7K)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$314.1K (+$5.9K)
Filed 2026-10-27
Gallacher Capital Management LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$311.2K (+$5.8K)
Filed 2026-10-30
Polaris Investment Advisors, LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$311.3K (+$5.8K)
Filed 2026-10-20
Avantra Family Wealth, Inc.
INCREASED
Shares1,864 from 1,860
Change+4 (+0%)
Value$311.0K (+$6.5K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares1,862 from 1,858
Change+4 (+0%)
Value$310.6K (+$6.5K)
Filed 2026-10-20
Tortoise Investment Management, LLC
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$310.6K (+$5.8K)
Filed 2026-11-06
Sage Financial Group Inc
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$308.6K (+$5.8K)
Filed 2026-10-27
Frankly Finances, LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$308.2K (+$5.8K)
Filed 2026-10-28
MontVue Capital Management, Inc.
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$303.4K (+$5.7K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$295.9K (+$5.6K)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$292.7K (+$5.5K)
Filed 2026-10-16
Pecaut & Co.
DECREASED
Shares1,742 from 1,879
Change-137 (-7%)
Value$290.6K (-$16.9K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$290.2K (+$5.4K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares1,732 from 1,675
Change+57 (+3%)
Value$289.8K (+$15.7K)
Filed 2026-11-02
Pearl Planning LLC
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$288.9K (+$5.4K)
Filed 2026-10-13
Greenfield Savings Bank
INCREASED
Shares1,720 from 1,400
Change+320 (+23%)
Value$286.9K (+$57.8K)
Filed 2026-10-07
Williams Financial, LLC
DECREASED
Shares1,714 from 1,834
Change-120 (-7%)
Value$286.0K (-$14.2K)
Filed 2026-10-19
Sterling Manor Financial, LLC
NEW
Shares1,713
Change+1,713
Value$285.7K
Filed 2026-10-21
Northwest Wealth Management, LLC
UNCHANGED
Shares1,712 from 1,712
Change0 (0%)
Value$285.6K (+$5.4K)
Filed 2026-10-30
Sage Financial Management Group, Inc.
INCREASED
Shares1,701 from 1,595
Change+106 (+7%)
Value$283.7K (+$22.7K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares1,700 from 1,732
Change-32 (-2%)
Value$283.6K (+$86)
Filed 2026-11-02
Braun-Bostich & Associates Inc.
DECREASED
Shares1,674 from 1,733
Change-59 (-3%)
Value$279.2K (-$4.4K)
Filed 2026-10-20
Fire Capital Management LLC
INCREASED
Shares1,660 from 1,600
Change+60 (+4%)
Value$276.9K (+$15.0K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares1,655 from 1,921
Change-266 (-14%)
Value$276.0K (-$38.4K)
Filed 2026-10-13
FSA Wealth Partners, Inc.
DECREASED
Shares1,645 from 1,787
Change-142 (-8%)
Value$274.4K (-$18.1K)
Filed 2026-10-26
Investors Research Corp
INCREASED
Shares1,623 from 1,565
Change+58 (+4%)
Value$270.7K (+$14.6K)
Filed 2026-10-07
CLG LLC
NEW
Shares1,608
Change+1,608
Value$268.2K
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares1,596 from 1,623
Change-27 (-2%)
Value$266.2K (+$562)
Filed 2026-10-13
Procyon Advisors, LLC
NEW
Shares1,588
Change+1,588
Value$264.9K
Filed 2026-10-21
Thrive Capital Management, LLC
NEW
Shares1,578
Change+1,578
Value$263.2K
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares1,578 from 1,387
Change+191 (+14%)
Value$263.2K (+$33.2K)
Filed 2026-11-02
Auxano Advisors, LLC
NEW
Shares1,574
Change+1,574
Value$262.5K
Filed 2026-11-06
Gateway Investment Advisers LLC
NEW
Shares1,564
Change+1,564
Value$260.9K
Filed 2026-10-13
AlphaStar Capital Management, LLC
NEW
Shares1,539
Change+1,539
Value$256.6K
Filed 2026-10-16
Urban Wealth Management, LLC
DECREASED
Shares1,539 from 1,542
Change-3 (0%)
Value$256.7K (+$4.3K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares1,531 from 1,631
Change-100 (-6%)
Value$255.4K (-$11.6K)
Filed 2026-11-06
Frederick Financial Consultants, LLC
DECREASED
Shares1,504 from 1,522
Change-18 (-1%)
Value$250.9K (+$1.8K)
Filed 2026-10-29
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$245.5K ($0)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares1,497 from 1,496
Change+1 (+0%)
Value$249.7K (+$4.9K)
Filed 2026-11-04
Schwallier Wealth Management LLC
DECREASED
Shares1,489 from 1,641
Change-152 (-9%)
Value$248.4K (-$20.2K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares1,478 from 1,480
Change-2 (0%)
Value$246.5K (+$4.3K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$243.2K (+$4.6K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares1,440 from 1,532
Change-92 (-6%)
Value$240.2K (-$10.6K)
Filed 2026-11-04
Essex LLC
DECREASED
Shares1,430 from 1,449
Change-19 (-1%)
Value$238.5K (+$1.4K)
Filed 2026-10-14
Ehrlich Financial Group
NEW
Shares1,428
Change+1,428
Value$238.2K
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares1,423 from 1,421
Change+2 (+0%)
Value$237.4K (+$4.7K)
Filed 2026-11-03
Northland Securities, Inc.
DECREASED
Shares1,422 from 1,437
Change-15 (-1%)
Value$237.2K (+$2.0K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares1,419 from 958
Change+461 (+48%)
Value$236.7K (+$79.9K)
Filed 2026-11-03
Security Financial Services, Inc.
DECREASED
Shares1,409 from 1,453
Change-44 (-3%)
Value$235.0K (-$2.8K)
Filed 2026-10-29
GGM Financial LLC
INCREASED
Shares1,404 from 1,401
Change+3 (+0%)
Value$234.2K (+$4.8K)
Filed 2026-11-05
Capital Advantage, Inc.
DECREASED
Shares1,398 from 1,415
Change-17 (-1%)
Value$233.2K (+$1.6K)
Filed 2026-10-14
Cooper Financial Group
DECREASED
Shares1,397 from 1,410
Change-13 (-1%)
Value$233.0K (+$2.2K)
Filed 2026-10-07
South Shore Capital Advisors
NEW
Shares1,391
Change+1,391
Value$232.0K
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares1,372 from 1,496
Change-124 (-8%)
Value$228.8K (-$16.1K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
DECREASED
Shares1,333 from 1,511
Change-178 (-12%)
Value$222.3K (-$25.0K)
Filed 2026-10-20
Moors & Cabot, Inc.
NEW
Shares1,327
Change+1,327
Value$221.3K
Filed 2026-11-06
SC&H Financial Advisors, Inc.
INCREASED
Shares1,321 from 1,318
Change+3 (+0%)
Value$220.4K (+$4.6K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares1,310
Change+1,310
Value$218.4K
Filed 2026-11-03
D'Orazio & Associates, Inc.
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$216.5K (+$4.1K)
Filed 2026-11-04
Guilbault Capital LLC
DECREASED
Shares1,289 from 1,339
Change-50 (-4%)
Value$215.0K (-$4.1K)
Filed 2026-10-28
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares1,279 from 1,444
Change-165 (-11%)
Value$213.3K (-$23.0K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
DECREASED
Shares1,276 from 1,336
Change-60 (-4%)
Value$212.8K (-$5.8K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,276 from 1,241
Change+35 (+3%)
Value$212.8K (+$9.7K)
Filed 2026-10-23
NBT Bank, N.A.
DECREASED
Shares1,256 from 2,211
Change-955 (-43%)
Value$209.5K (-$152.4K)
Filed 2026-10-21
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$208.2K (+$3.9K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
NEW
Shares1,241
Change+1,241
Value$206.9K
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares1,239 from 2,314
Change-1,075 (-46%)
Value$206.7K (-$172.1K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares1,236 from 1,264
Change-28 (-2%)
Value$206.2K (-$955)
Filed 2026-10-29
Correct Capital Wealth Management
NEW
Shares1,213
Change+1,213
Value$202.4K
Filed 2026-11-02
Global Assets Advisory, LLC
NEW
Shares1,211
Change+1,211
Value$205.3K
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED
Shares1,198 from 1,225
Change-27 (-2%)
Value$202.9K (+$804)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares1,159 from 1,157
Change+2 (+0%)
Value$193.3K (+$3.9K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$182.6K (+$3.4K)
Filed 2026-10-06
Financial Perspectives, Inc
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$159.2K (+$3.0K)
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$154.2K (+$2.9K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares913 from 521
Change+392 (+75%)
Value$152.3K (+$67.1K)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$150.1K (+$2.8K)
Filed 2026-10-26
Root Financial Partners, LLC
DECREASED
Shares883 from 1,642
Change-759 (-46%)
Value$147.4K (-$121.5K)
Filed 2026-10-21
Balentine LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$145.3K (+$2.7K)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$141.3K (+$2.7K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$139.6K (+$2.6K)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$134.6K (+$2.5K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$130.4K (+$2.4K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$124.7K (+$2.6K)
Filed 2026-10-29
Financial Consulate, Inc
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$117.4K (+$2.2K)
Filed 2026-10-23
Winthrop Capital Management, LLC
DECREASED
Shares702 from 719
Change-17 (-2%)
Value$117.1K (-$887)
Filed 2026-11-05
Centerpoint Advisors, LLC
INCREASED
Shares684 from 642
Change+42 (+7%)
Value$114.0K (+$9.0K)
Filed 2026-11-05
Clearstead Trust, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$109.9K (+$2.1K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$105.4K (+$2.0K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares628 from 527
Change+101 (+19%)
Value$104.8K (+$18.5K)
Filed 2026-10-13
Center for Financial Planning, Inc.
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$98.1K (+$1.8K)
Filed 2026-10-26
Blueline Advisors LLC
DECREASED
Shares556 from 559
Change-3 (-1%)
Value$92.7K (+$1.2K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares526 from 254
Change+272 (+107%)
Value$87.8K (+$46.2K)
Filed 2026-10-28
Vima LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$81.7K (+$1.5K)
Filed 2026-10-23
Nfsg Corp
NEW
Shares471
Change+471
Value$78.6K
Filed 2026-10-15
Addison Advisors LLC
DECREASED
Shares414 from 436
Change-22 (-5%)
Value$69.1K (-$2.3K)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$69.0K (+$1.3K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$68.6K (+$1.3K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$60.9K (+$1.1K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares360 from 6
Change+354 (+5900%)
Value$60.0K (+$59.1K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$59.0K (+$1.1K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares340
Change+340
Value$56.8K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares324 from 323
Change+1 (+0%)
Value$54.1K (+$1.1K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares306 from 168
Change+138 (+82%)
Value$51.0K (+$23.5K)
Filed 2026-10-13
Evolution Wealth Management Inc.
DECREASED
Shares294 from 405
Change-111 (-27%)
Value$49.0K (-$17.2K)
Filed 2026-10-28
Arlington Trust Co LLC
DECREASED
Shares280 from 480
Change-200 (-42%)
Value$46.7K (-$31.9K)
Filed 2026-10-20
United Financial Planning Group LLC
INCREASED
Shares272 from 271
Change+1 (+0%)
Value$45.4K (+$954)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$42.4K (+$795)
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$41.2K (+$774)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$40.0K (+$751)
Filed 2026-10-14
Kennebec Savings Bank
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$39.5K (+$742)
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$38.2K (+$717)
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$37.0K (+$695)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$34.9K (+$654)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$31.5K (+$591)
Filed 2026-10-09
Decker Retirement Planning Inc.
DECREASED
Shares176 from 58,583
Change-58,407 (-100%)
Value$29.4K (-$9.6M)
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares154
Change+154
Value$25.6K
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$25.7K (+$482)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$24.5K (+$471)
Filed 2026-10-29
West Branch Capital LLC
NEW
Shares144
Change+144
Value$24.0K
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$22.2K (+$416)
Filed 2026-11-02
Community Bank, N.A.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$20.9K (+$392)
Filed 2026-11-06
Signature Resources Capital Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$20.5K (+$385)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares120 from 141
Change-21 (-15%)
Value$20.0K (-$3.1K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$18.5K (+$347)
Filed 2026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$18.3K (+$344)
Filed 2026-10-29
Compass Financial Management LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$11.7K (-$133)
Filed 2026-10-30
Simplex Trading, LLC
INCREASED
Shares69 from 55
Change+14 (+25%)
Value$11.5K (+$2.5K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$11.0K (+$207)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares53
Change+53
Value$8.8K
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares53
Change+53
Value$8.8K
Filed 2026-10-05
Mainstream Capital Management LLC
NEW
Shares50
Change+50
Value$8.3K
Filed 2026-10-23
Hanson & Doremus Investment Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$8 (-$8.0K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares48 from 24
Change+24 (+100%)
Value$8.0K (+$4.1K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$7.5K (+$141)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.0K (+$132)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$6.2K (+$116)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares35
Change+35
Value$5.8K
Filed 2026-10-26
Retirement Wealth Solutions LLC
DECREASED
Shares28 from 30
Change-2 (-7%)
Value$4.6K (-$332)
Filed 2026-10-07
Coston, McIsaac & Partners
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.7K (+$3.7K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.3K (+$62)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.0K (+$56)
Filed 2026-10-08
Robbins Farley
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.7K (+$50)
Filed 2026-10-21
First Command Advisory Services, Inc.
NEW
Shares11
Change+11
Value$1.8K
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares11 from 5
Change+6 (+120%)
Value$1.8K (+$1.0K)
Filed 2026-10-22
Hurley Capital, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$1.8K (+$37)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares6 from 9
Change-3 (-33%)
Value$1 ($0)
Filed 2026-10-30
Barclays PLC
DECREASED
Shares5 from 2,762
Change-2,757 (-100%)
Value$834 (-$451.2K)
Filed 2026-11-06
Atwood & Palmer Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$167 (+$3)
Filed 2026-10-08
True Blue Financial, LLC
CLOSED
Shares0 from 27,079
Change-27,079 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-15
KPP Advisory Services LLC
CLOSED
Shares0 from 20,065
Change-20,065 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-26
Ritholtz Wealth Management
CLOSED
Shares0 from 5,790
Change-5,790 (-100%)
Value$0 (-$947.7K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,647
Change-2,647 (-100%)
Value$0 (-$433.2K)
Filed 2026-10-27
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 1,793
Change-1,793 (-100%)
Value$0 (-$293.5K)
Filed 2026-11-05
Pinnacle Associates LTD
CLOSED
Shares0 from 1,787
Change-1,787 (-100%)
Value$0 (-$292.5K)
Filed 2026-10-20
Fermata Advisors, LLC
CLOSED
Shares0 from 1,752
Change-1,752 (-100%)
Value$0 (-$286.8K)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,596
Change-1,596 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 1,365
Change-1,365 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-23
Cassilly Financial Group LLC
CLOSED
Shares0 from 1,319
Change-1,319 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-07
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 1,310
Change-1,310 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 1,287
Change-1,287 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$171.9K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$141.6K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$124.4K)
Filed 2026-10-22
Wellington Grp LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$43.0K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$37.2K)
Filed 2026-10-26
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$9)
Filed 2026-11-06
Capitol Family Office, Inc.
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-13
Tsfg, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1)
Filed 2026-10-23
Maseco LLP
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$164)
Filed 2026-10-27
Bank of America Corp
N/A
Shares— from 13,667,632
Change-13,667,632 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,759,389
Change-11,759,389 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,586,428
Change-5,586,428 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,697,103
Change-4,697,103 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,058,596
Change-4,058,596 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,914,328
Change-3,914,328 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,748,033
Change-2,748,033 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,678,106
Change-2,678,106 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,646,512
Change-2,646,512 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,343,264
Change-2,343,264 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,064,131
Change-2,064,131 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,336,785
Change-1,336,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,279,895
Change-1,279,895 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,070,042
Change-1,070,042 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 708,529
Change-708,529 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 514,461
Change-514,461 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 510,183
Change-510,183 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 380,376
Change-380,376 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 350,467
Change-350,467 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 342,065
Change-342,065 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 340,370
Change-340,370 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 328,566
Change-328,566 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 314,851
Change-314,851 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 312,666
Change-312,666 (-100%)
Value—
UBS Group AG
N/A
Shares— from 304,149
Change-304,149 (-100%)
Value—
FMR LLC
N/A
Shares— from 281,229
Change-281,229 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 276,693
Change-276,693 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 241,166
Change-241,166 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 205,231
Change-205,231 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 199,418
Change-199,418 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 196,199
Change-196,199 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 184,713
Change-184,713 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 184,616
Change-184,616 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 183,780
Change-183,780 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 161,100
Change-161,100 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 154,912
Change-154,912 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 132,064
Change-132,064 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 129,466
Change-129,466 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 127,139
Change-127,139 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 126,597
Change-126,597 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 123,135
Change-123,135 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 104,841
Change-104,841 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 102,610
Change-102,610 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 101,285
Change-101,285 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 96,975
Change-96,975 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 83,906
Change-83,906 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 80,721
Change-80,721 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 79,800
Change-79,800 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 69,207
Change-69,207 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 65,741
Change-65,741 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 64,783
Change-64,783 (-100%)
Value—
&partners
N/A
Shares— from 62,304
Change-62,304 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 61,615
Change-61,615 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 60,173
Change-60,173 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 59,809
Change-59,809 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 58,228
Change-58,228 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 57,996
Change-57,996 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 56,830
Change-56,830 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 54,534
Change-54,534 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 53,396
Change-53,396 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 50,505
Change-50,505 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 48,735
Change-48,735 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 45,850
Change-45,850 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 44,872
Change-44,872 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 44,554
Change-44,554 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 43,263
Change-43,263 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 42,126
Change-42,126 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 41,534
Change-41,534 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 39,245
Change-39,245 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 38,855
Change-38,855 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 38,657
Change-38,657 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,657
Change-38,657 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 38,367
Change-38,367 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 35,948
Change-35,948 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 34,457
Change-34,457 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,489
Change-33,489 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 32,836
Change-32,836 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 32,609
Change-32,609 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 31,224
Change-31,224 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,083
Change-31,083 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 30,636
Change-30,636 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 30,281
Change-30,281 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,580
Change-29,580 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,761
Change-28,761 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 27,794
Change-27,794 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,866
Change-26,866 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,579
Change-26,579 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 24,625
Change-24,625 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 24,610
Change-24,610 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 24,119
Change-24,119 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 23,256
Change-23,256 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,091
Change-23,091 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 23,078
Change-23,078 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,068
Change-23,068 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,760
Change-22,760 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,696
Change-22,696 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,235
Change-21,235 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 20,431
Change-20,431 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,285
Change-19,285 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,769
Change-18,769 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,695
Change-18,695 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 17,884
Change-17,884 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 17,323
Change-17,323 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,219
Change-17,219 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,866
Change-16,866 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,819
Change-16,819 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 16,638
Change-16,638 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,604
Change-15,604 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,409
Change-15,409 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,967
Change-13,967 (-100%)
Value—
Nepc LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 13,825
Change-13,825 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 13,795
Change-13,795 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 13,661
Change-13,661 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 13,602
Change-13,602 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,499
Change-13,499 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,181
Change-13,181 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,017
Change-13,017 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
WIT, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,143
Change-12,143 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,115
Change-12,115 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,675
Change-11,675 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 10,798
Change-10,798 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6,651
Change-6,651 (-100%)
Value—
Fiduciary Counselling Inc
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
EQ LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Motco
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 591
Change-591 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 568
Change-568 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 510
Change-510 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 491
Change-491 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 442
Change-442 (-100%)
Value—
EFG International AG
N/A
Shares— from 382
Change-382 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 183
Change-183 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 153
Change-153 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 134
Change-134 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 49
Change-49 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 48
Change-48 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 27
Change-27 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 23
Change-23 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 17
Change-17 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,308,1881,291,785+16,403+1%$211.4M$218.2M+$6.8M2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED519,600519,60000%$85.0M$86.7M+$1.6M2026-10-15
Commonwealth Equity Services, LLC
DECREASED353,271362,915-9,644-3%$59.4M$58.9M-$472.6K2026-11-02
Creative Planning
INCREASED327,060317,597+9,463+3%$52.0M$54.6M+$2.6M2026-11-02
Citigroup Inc
INCREASED323,278273,754+49,524+18%$44.8M$53.9M+$9.1M2026-11-04
Brookstone Capital Management
INCREASED281,881267,702+14,179+5%$43.8M$47.0M+$3.2M2026-10-22
IMPACTfolio, LLC
INCREASED263,766259,848+3,918+2%$42.5M$44.0M+$1.5M2026-10-28
Mission Wealth Management, LP
DECREASED221,521232,232-10,711-5%$38.0M$36.9M-$1.1M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED219,270205,158+14,112+7%$33.8M$36.9M+$3.2M2026-10-13
Park Avenue Securities LLC
INCREASED204,743201,434+3,309+2%$33.0M$34.2K-$32.9M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED187,947194,181-6,234-3%$31.8M$31.4K-$31.8M2026-11-02
Joel Isaacson & Co., LLC
DECREASED178,454178,905-4510%$29.3M$29.8M+$484.7K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED178,264182,890-4,626-3%$29.9M$29.7M-$199.2K2026-11-03
Affinity Capital Advisors, LLC
DECREASED143,873146,606-2,733-2%$24.2M$24.5M+$346.2K2026-10-13
Keybank National Association
DECREASED141,487153,263-11,776-8%$25.1M$23.6M-$1.5M2026-11-04
Erickson Financial Group, LLC
INCREASED138,007137,404+603+0%$22.5M$23.0M+$530.7K2026-11-05
Choreo, LLC
DECREASED114,752116,519-1,767-2%$19.1M$19.1M+$69.8K2026-10-28
Clearstead Advisors, LLC
DECREASED113,931147,226-33,295-23%$24.1M$19.0M-$5.1M2026-11-06
Sharkey, Howes & Javer
DECREASED93,37599,194-5,819-6%$16.2M$15.6M-$660.0K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED83,27078,634+4,636+6%$12.9M$13.9M+$1.0M2026-10-20
Facet Wealth, Inc.
DECREASED82,14184,286-2,145-3%$13.8M$13.7M-$94.0K2026-11-04
Staley Capital Advisers Inc
UNCHANGED80,00080,00000%$13.1M$13.3M+$250.4K2026-11-06
Kestra Advisory Services, LLC
INCREASED79,07769,012+10,065+15%$11.3M$13.2M+$1.9M2026-11-02
Client 1ST Advisory Group, LLC
DECREASED78,22082,557-4,337-5%$13.5M$13.0M-$465.0K2026-10-19
Laurel Wealth Planning LLC
INCREASED72,66270,642+2,020+3%$11.6M$12.1M+$558.0K2026-11-02
Wealth Architects, LLC
INCREASED71,10369,767+1,336+2%$11.4M$11.9M+$441.2K2026-11-03
Fisher Asset Management, LLC
INCREASED70,25967,897+2,362+3%$11.1M$11.7M+$606.5K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED67,27467,340-660%$11.0M$11.2M+$199.8K2026-10-27
Apella Capital, LLC
DECREASED67,08170,792-3,711-5%$11.6M$11.4M-$207.3K2026-10-08
Thrivent Financial for Lutherans
DECREASED65,01965,598-579-1%$10.7M$10.9M+$159.0K2026-11-05
Plancorp, LLC
DECREASED64,74669,531-4,785-7%$11.4M$10.7M-$742.6K2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED63,99562,952+1,043+2%$10.3M$10.7M+$371.0K2026-10-05
Parallel Advisors, LLC
INCREASED63,40460,483+2,921+5%$9.9M$10.6M+$676.4K2026-11-03
Strategic Blueprint, LLC
DECREASED61,81862,223-405-1%$10.2M$10.3M+$127.1K2026-10-22
Klaas Financial Asset Advisors, LLC
DECREASED60,40361,121-718-1%$10.0M$10.1M+$71.5K2026-10-19
Prudent Man Advisors, LLC
DECREASED57,92358,312-389-1%$9.5M$9.7M+$117.6K2026-11-03
Modera Wealth Management, LLC
DECREASED57,54057,618-780%$9.4M$9.6M+$167.3K2026-10-28
Clarity Asset Management, Inc.
DECREASED56,79359,611-2,818-5%$9.8M$9.5M-$283.5K2026-10-14
Cypress Wealth Services, LLC
INCREASED56,04556,035+10+0%$9.2M$9.6M+$392.9K2026-10-21
UMB Bank, n.a.
INCREASED55,50754,672+835+2%$8.9M$9.3M+$310.4K2026-11-06
Birchwood Financial Partners, Inc.
INCREASED55,16048,250+6,910+14%$7.9M$9.2M+$1.3M2026-11-02
Assetmark, Inc
INCREASED53,10852,234+874+2%$8.5M$8.9M+$309.3K2026-10-21
Merit Financial Group, LLC
INCREASED52,79751,721+1,076+2%$8.5M$8.8M+$341.3K2026-11-06
Vise Technologies, Inc.
INCREASED50,11232,222+17,890+56%$5.3M$8.4M+$3.1M2026-10-29
Truist Financial Corp
DECREASED48,72149,229-508-1%$8.1M$8.1M+$69.3K2026-10-30
Farther Finance Advisors, LLC
DECREASED48,66554,113-5,448-10%$8.9M$8.1M-$738.1K2026-10-08
CFS Investment Advisory Services, LLC
DECREASED47,85748,723-866-2%$8.0M$8.2M+$205.5K2026-10-19
Members Capital Advisors Inc
UNCHANGED44,35844,35800%$7.3M$7.4M+$138.8K2026-10-26
Mountain Capital Investment Advisors Inc.
DECREASED41,74142,927-1,186-3%$1.5M$1.5M+$6.4K2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED40,83240,778+54+0%$6.7M$6.8M+$136.5K2026-10-16
Mascoma Wealth Management LLC
INCREASED40,65637,403+3,253+9%$6.1M$6.8M+$659.7K2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED40,42742,400-1,973-5%$6.9M$6.7M-$196.4K2026-10-08
Perigon Wealth Management, LLC
DECREASED38,13538,895-760-2%$6.4M$6.4M-$5.1K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED38,00437,743+261+1%$6.2M$6.3M+$161.7K2026-10-20
Halbert Hargrove Global Advisors, LLC
DECREASED34,93638,183-3,247-8%$6.2M$5.8M-$422.0K2026-10-16
Archer Investment Management, LLC
DECREASED32,16833,187-1,019-3%$5.4M$5.4M-$66.1K2026-10-13
Maia Wealth LLC
DECREASED31,79731,902-1050%$5.2M$5.3M+$82.3K2026-10-19
Horst & Graben Wealth Management LLC
DECREASED31,70633,221-1,515-5%$5.4M$5.3M-$146.4K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED30,60630,631-250%$5.0M$5.1M+$91.7K2026-10-22
Keystone Wealth Services, LLC
DECREASED30,18630,347-161-1%$5.0M$5.0M+$76.8K2026-11-03
Savant Capital, LLC
DECREASED30,07232,371-2,299-7%$5.3M$5.0M-$285.2K2026-11-06
Compound Planning, Inc.
INCREASED28,92226,401+2,521+10%$4.3M$4.8M+$503.2K2026-11-05
Diversify Wealth Management, LLC
INCREASED28,66919,626+9,043+46%$3.2M$4.8M+$1.7M2026-10-20
Diversify Advisory Services, LLC
INCREASED28,66919,626+9,043+46%$3.2M$4.8M+$1.7M2026-10-20
Elevation Wealth Partners, LLC
INCREASED28,46025,008+3,452+14%$4.1M$4.7M+$654.0K2026-10-07
RFG Advisory, LLC
DECREASED27,90428,118-214-1%$4.6M$4.7M+$52.3K2026-11-03
Sofi Wealth, LLC
INCREASED27,38926,173+1,216+5%$4.3M$4.6M+$284.8K2026-10-27
WT Wealth Management
INCREASED25,70123,990+1,711+7%$3.9M$4.3M+$360.5K2026-10-13
Jordan Park Group LLC
INCREASED24,89624,728+168+1%$4.0M$4.2M+$105.4K2026-11-06
HB Wealth Management, LLC
INCREASED24,81624,534+282+1%$4.0M$4.1M+$123.6K2026-10-23
Regions Financial Corp
INCREASED24,74923,226+1,523+7%$3.8M$4.1M+$326.7K2026-11-05
Pioneer Wealth Management Group
DECREASED24,60125,232-631-2%$4.1M$4.1M-$26.3K2026-10-09
Balance Wealth Partners LLC
DECREASED24,58725,646-1,059-4%$4.2M$4.1M-$96.3K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED23,91419,206+4,708+25%$3.1M$4.0M+$845.4K2026-10-16
Weil Company, Inc.
DECREASED23,38824,989-1,601-6%$4.1M$3.9M-$188.8K2026-10-14
Bank of New York Mellon Corp
INCREASED23,20121,380+1,821+9%$3.5M$3.9M+$370.5K2026-11-05
Blue Trust, Inc.
DECREASED22,59722,712-115-1%$3.7M$3.8M+$51.9K2026-10-15
WealthPlan Investment Management, LLC
DECREASED22,53125,744-3,213-12%$4.2M$3.8M-$455.3K2026-10-15
Gilbert Capital Group, Inc.
INCREASED22,31022,299+11+0%$3.6M$3.7M+$71.6K2026-10-28
Garde Capital, Inc.
DECREASED21,70821,854-146-1%$3.6M$3.6M+$44.1K2026-10-29
Foster Group, Inc.
DECREASED21,12524,599-3,474-14%$4.0M$3.5M-$502.4K2026-10-13
Lifelong Wealth Advisors, Inc.
DECREASED21,01421,241-227-1%$3.5M$3.5M+$28.6K2026-10-19
HF Advisory Group, LLC
INCREASED20,89920,485+414+2%$3.4M$3.5M+$133.1K2026-10-09
Brooklyn FI, LLC
DECREASED20,68020,887-207-1%$3.4M$3.5M+$43.2K2026-11-05
Diversified Trust Co
INCREASED20,60116,966+3,635+21%$2.8M$3.4M+$659.4K2026-11-06
Integris Wealth Management, LLC
DECREASED20,51321,972-1,459-7%$3.6M$3.4M-$174.5K2026-10-14
SigFig Wealth Management, LLC
DECREASED20,45921,765-1,306-6%$3.5M$3.4M-$125.1K2026-10-07
Integrity Advisory Solutions, LLC
DECREASED19,35719,509-152-1%$3.2M$3.2M+$35.7K2026-10-29
MGO One Seven LLC
DECREASED18,15018,171-210%$3.0M$3.0M+$52.9K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED18,07918,487-408-2%$3.0M$3.0M-$10.1K2026-10-14
Ridgeline Wealth, LLC
DECREASED18,03018,213-183-1%$3.0M$3.1M+$89.2K2026-10-14
Spectrum Asset Management, Inc. (NB )
INCREASED17,59217,089+503+3%$2.8M$2.9M+$137.5K2026-10-19
CGN Advisors LLC
DECREASED17,56818,017-449-2%$2.9M$2.9M-$18.6K2026-10-21
White Lighthouse Investment Management Inc.
INCREASED17,45817,387+71+0%$2.8M$2.9M+$66.3K2026-10-21
Higgins & Schmidt Wealth Strategies LLC
DECREASED17,13317,600-467-3%$2.9M$2.9M-$22.8K2026-10-26
First Horizon Corp
DECREASED17,08918,032-943-5%$3.0M$2.9M-$100.9K2026-10-26
Vision Capital Management, Inc.
DECREASED16,98017,349-369-2%$2.8M$2.8M-$7.2K2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED16,81218,034-1,222-7%$3.0M$2.8M-$147.3K2026-11-04
Focus Financial Network, Inc.
DECREASED16,80818,529-1,721-9%$3.0M$2.8M-$229.1K2026-10-14
TD Waterhouse Canada Inc.
DECREASED16,50416,792-288-2%$2.7M$2.8M+$14.0K2026-10-16
One Advisory Partners, LLC
UNCHANGED16,47516,47500%$2.7M$2.7M+$51.6K2026-10-22
Apollon Wealth Management, LLC
INCREASED16,22314,737+1,486+10%$2.4M$2.7M+$294.1K2026-10-23
Madrid Wealth Management, LLC
DECREASED15,43615,506-700%$2.5M$2.6M+$36.9K2026-10-23
Midwest Trust Co
INCREASED15,09015,030+60+0%$2.5M$2.5M+$57.1K2026-10-22
Macroview Investment Management LLC
DECREASED14,90314,938-350%$2.4M$2.5M+$41.0K2026-10-26
Beacon Financial Group
INCREASED14,89614,809+87+1%$2.4M$2.5M+$60.9K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED14,85115,133-282-2%$2.5M$2.5M+$2712026-11-05
SYM Financial Corp
DECREASED14,80114,901-100-1%$2.4M$2.5M+$30.0K2026-10-26
Simplicity Wealth,LLC
INCREASED14,14310,833+3,310+31%$1.8M$2.4M+$586.0K2026-10-23
Rossby Financial, LCC
INCREASED14,1235,183+8,940+172%$848.3K$2.4M+$1.5M2026-11-05
GFS Advisors, LLC
UNCHANGED13,50013,50000%$80.0K$2.3M+$2.2M2026-11-03
Advisory Solutions Group, LLC
INCREASED13,47412,925+549+4%$2.1M$2.2M+$132.1K2026-10-14
Acropolis Investment Management, LLC
DECREASED13,37713,510-133-1%$2.2M$2.2M+$20.1K2026-10-08
RHS Financial, LLC
INCREASED13,21012,998+212+2%$2.1M$2.2M+$76.0K2026-10-13
Chicago Partners Investment Group LLC
INCREASED12,99011,566+1,424+12%$1.9M$2.2M+$288.9K2026-10-27
Davenport & Co LLC
DECREASED12,89612,932-360%$2.1M$2.2M+$34.4K2026-10-14
Grey Ledge Advisors, LLC
DECREASED12,87013,036-166-1%$2.1M$2.1M+$13.1K2026-11-02
Ramiah Investment Group
INCREASED12,84012,607+233+2%$2.1M$2.1M+$78.3K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED12,79313,232-439-3%$2.2M$2.1M-$31.9K2026-10-08
Axxcess Wealth Management, LLC
DECREASED12,64957,114-44,465-78%$9.3M$2.1M-$7.2M2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED12,56712,070+497+4%$2.0M$2.1M+$120.7K2026-10-21
TD Private Client Wealth LLC
INCREASED12,45011,466+984+9%$1.9M$2.1M+$200.0K2026-10-28
Allworth Financial LP
UNCHANGED12,37212,37200%$2.0M$2.0M$02026-11-06
Oak Barrel Wealth Advisory LLC
DECREASED12,04012,048-80%$2.0M$2.0M+$36.4K2026-11-05
Ryan Investment Management, Inc.
INCREASED11,9348,960+2,974+33%$1.5M$2.0M+$524.1K2026-10-20
Morling Financial Advisors, LLC
DECREASED11,86712,727-860-7%$2.1M$2.0M-$103.7K2026-10-28
Indivisible Partners
INCREASED11,61311,588+25+0%$1.9M$1.9M+$40.4K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED11,47611,47600%$1.9M$1.9M+$35.9K2026-11-02
GenTrust, LLC
INCREASED11,34111,332+9+0%$1.9M$1.9M+$37.1K2026-11-06
Cranbrook Wealth Management, LLC
DECREASED11,08012,598-1,518-12%$2.1M$1.8M-$213.7K2026-10-28
Strategic Point Investment Advisors, LLC
DECREASED11,06012,390-1,330-11%$2.0M$1.8M-$183.1K2026-10-29
Pittenger & Anderson Inc
INCREASED11,02210,006+1,016+10%$1.6M$1.8M+$200.8K2026-11-02
RTD Financial Advisors, Inc.
INCREASED10,86910,600+269+3%$1.7M$1.8M+$78.2K2026-10-09
Caliber Wealth Management, LLC / KS
INCREASED10,83010,657+173+2%$1.7M$1.8M+$62.3K2026-11-04
RCS Financial Planning, LLC
INCREASED10,70810,260+448+4%$1.7M$1.8M+$106.9K2026-10-14
Sowell Financial Services LLC
DECREASED10,70510,724-190%$1.8M$1.8M+$30.4K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED10,52010,765-245-2%$1.8M$1.8M-$7.1K2026-11-06
Ipsen Advisor Group LLC
DECREASED10,46511,556-1,091-9%$1.9M$1.7M-$145.9K2026-10-29
Olio Financial Planning
DECREASED10,38110,384-30%$1.7M$1.7M+$32.0K2026-10-22
GC Wealth Management RIA, LLC
INCREASED10,36110,098+263+3%$1.7M$1.7M+$75.5K2026-11-02
Gould Asset Management LLC
INCREASED10,0489,863+185+2%$1.6M$1.7M+$61.7K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED9,8019,275+526+6%$1.5M$1.6M+$116.7K2026-10-29
Hoxton Planning & Management, LLC
DECREASED9,7689,971-203-2%$1.6M$1.6M-$2.7K2026-10-15
Orin Green Financial, LLC
INCREASED9,5609,260+300+3%$1.5M$1.6M+$79.0K2026-10-19
West Wealth Group, LLC
INCREASED9,4649,303+161+2%$1.5M$1.6M+$56.0K2026-10-14
CWC Advisors, Llc.
INCREASED9,4199,418+1+0%$1.5M$1.6M+$29.7K2026-10-15
Symmetry Partners, LLC
DECREASED9,4109,477-67-1%$1.6M$1.6M+$18.5K2026-10-27
Scott Capital Advisors, LLC
DECREASED9,33610,607-1,271-12%$1.7M$1.6M-$148.2K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED9,2859,322-370%$1.5M$1.5M+$23.0K2026-10-13
Founders Financial Securities LLC
DECREASED9,2809,395-115-1%$1.5M$1.5M+$10.2K2026-10-28
Compass Ion Advisors, LLC
UNCHANGED9,2509,25000%$1.5M$1.5M+$29.0K2026-10-23
Tempus Wealth Planning, LLC
INCREASED9,0899,022+67+1%$1.5M$1.5M+$39.4K2026-10-14
Montecito Bank & Trust
DECREASED9,0559,545-490-5%$1.6M$1.5M-$51.9K2026-10-01
BLB&B Advisors, LLC
DECREASED9,0079,216-209-2%$1.5M$1.5M-$6.0K2026-10-27
Central Trust Co
DECREASED8,9749,093-119-1%$1.5M$1.5M+$8.6K2026-11-05
Ethic Inc.
DECREASED8,9719,068-97-1%$1.5M$1.5M+$12.1K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED8,9599,133-174-2%$1.5M$1.5M-$4572026-11-04
Fifth Third Bancorp
DECREASED8,8669,649-783-8%$1.6M$1.5M-$100.4K2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED8,8398,795+44+1%$1.4M$1.5M+$34.9K2026-10-16
PNC Financial Services Group, Inc.
DECREASED8,6429,782-1,140-12%$1.6M$1.4M-$159.5K2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED8,5508,619-69-1%$1.4M$1.4M+$15.5K2026-10-13
McClarren Financial Advisors, Inc.
INCREASED8,4938,481+12+0%$1.4M$1.4M+$28.6K2026-10-15
Milestone Asset Management Group, LLC
INCREASED8,1438,132+11+0%$1.3M$1.4M+$27.3K2026-10-20
JB Capital LLC
INCREASED8,0657,914+151+2%$1.3M$1.3M+$49.9K2026-10-19
CoreCap Advisors, LLC
DECREASED8,0098,464-455-5%$1.4M$1.3M-$49.2K2026-10-08
Zenith Solutions, Inc.
DECREASED7,97211,867-3,895-33%$1.9M$1.3M-$612.5K2026-10-19
W Advisors, LLC
DECREASED7,8767,957-81-1%$1.3M$1.3M+$11.4K2026-11-02
Strategy Asset Managers LLC
INCREASED7,8627,705+157+2%$1.3M$1.3M+$50.2K2026-10-14
Marino, Stram & Associates LLC
DECREASED7,7737,792-190%$1.3M$1.3M+$21.1K2026-10-22
Brewster Financial Planning LLC
INCREASED7,6984,678+3,020+65%$765.6K$1.3M+$518.4K2026-10-13
WBH Advisory Inc
DECREASED7,6217,943-322-4%$1.3M$1.3M-$28.8K2026-11-05
Sovran Advisors, LLC
DECREASED7,6067,652-46-1%$1.2M$1.3M+$37.7K2026-11-02
Crown Wealth Group, LLC
DECREASED7,5037,556-53-1%$1.2M$1.3M+$14.8K2026-10-19
AlphaCore Capital LLC
DECREASED7,4997,522-230%$1.2M$1.3M+$19.6K2026-11-04
Bell Investment Advisors, Inc
DECREASED7,4617,516-55-1%$1.2M$1.2M+$14.4K2026-10-29
D.A. Davidson & Co.
INCREASED7,4186,994+424+6%$1.1M$1.2M+$92.6K2026-10-28
Hughes Financial Services, LLC
DECREASED7,3247,397-73-1%$1.2M$1.2M+$22.5K2026-10-30
Aprio Wealth Management, LLC
DECREASED7,3207,842-522-7%$1.3M$1.2M-$62.6K2026-10-28
Buttonwood Financial Group, LLC
INCREASED7,2771,975+5,302+268%$323.2K$1.2M+$918.6K2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED7,2507,25000%$1.2M$1.2M+$22.7K2026-10-23
Keener Financial Planning LLC
UNCHANGED7,2367,23600%$1.2M$1.2M+$23.0K2026-11-06
Sentinel Trust Co LBA
DECREASED7,2177,234-170%$1.2K$1.2M+$1.2M2026-11-03
Bangor Savings Bank
INCREASED7,1856,931+254+4%$1.1M$1.2M+$64.1K2026-10-06
Valley National Advisers Inc
INCREASED7,1396,936+203+3%$1.1M$1.2M+$55.5K2026-10-23
Firethorn Wealth Partners, LLC
DECREASED7,0287,281-253-3%$1.2M$1.2M-$19.4K2026-10-14
TSA Wealth Managment LLC
DECREASED6,9887,052-64-1%$1.2M$1.2M+$11.4K2026-10-22
Midwest Heritage Bank, FSB
UNCHANGED6,9606,96000%$1.1M$1.2M+$21.8K2026-10-26
ERn Financial, LLC
DECREASED6,7546,910-156-2%$1.1M$1.1M-$4.4K2026-10-28
Aspiriant, LLC
INCREASED6,7525,145+1,607+31%$842.2K$1.1M+$284.2K2026-10-16
Chicago Capital, LLC
UNCHANGED6,7006,70000%$1.1M$1.1M+$21.0K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED6,6937,279-586-8%$1.2M$1.1M-$75.0K2026-10-14
Presilium Private Wealth, LLC
DECREASED6,6847,083-399-6%$1.2M$1.1M-$44.4K2026-10-26
Live Oak Investment Partners
INCREASED6,6046,455+149+2%$1.1M$1.1M+$45.1K2026-10-23
Financial Partners Group, Inc
INCREASED6,5916,576+15+0%$1.1M$1.1M+$23.1K2026-10-19
Great Diamond Partners, LLC
INCREASED6,5876,309+278+4%$1.0M$1.1M+$66.1K2026-10-13
Traphagen Investment Advisors LLC
INCREASED6,5136,033+480+8%$987.4K$1.1M+$98.9K2026-10-14
American Capital Advisory, LLC
DECREASED6,5096,958-449-6%$1.1M$1.1M-$53.1K2026-10-28
Ascent Group, LLC
DECREASED6,3216,425-104-2%$1.1M$1.1M+$2.8K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED6,3083,339+2,969+89%$546.5K$1.1M+$505.7K2026-10-23
Prospera Financial Services Inc
DECREASED6,1706,760-590-9%$1.1M$1.0M-$87.2K2026-11-04
Xena Financial Planning, LLC
DECREASED6,1637,720-1,557-20%$1.3M$1.0M-$235.5K2026-10-13
First Heartland Consultants, Inc.
NEW6,107—+6,107——$1.0M—2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED6,0936,090+3+0%$996.8K$1.0M+$19.6K2026-11-02
US Bancorp \de\
DECREASED6,0526,119-67-1%$1.0M$1.0M+$8.0K2026-11-05
Wedbush Securities Inc
DECREASED6,02122,938-16,917-74%$3.8M$1.0K-$3.8M2026-10-22
Lido Advisors, LLC
INCREASED5,9375,314+623+12%$869.8K$990.4K+$120.6K2026-11-04
Silvia Mccoll Wealth Management, LLC
UNCHANGED5,8585,85800%$958.8K$977.1K+$18.3K2026-10-07
One Wealth Capital Management, LLC
DECREASED5,8558,356-2,501-30%$1.4M$976.6K-$391.0K2026-10-23
Jeter Robert S II
INCREASED5,8325,239+593+11%$868.0K$993.1K+$125.0K2026-10-16
Nottingham Advisors, Inc.
DECREASED5,7337,811-2,078-27%$1.3M$959.1K-$311.6K2026-10-29
XML Financial, LLC
DECREASED5,7076,169-462-7%$1.0M$951.9K-$57.8K2026-10-29
Kelsey Financial, LLC
DECREASED5,6907,044-1,354-19%$1.2M$949.1K-$203.8K2026-10-28
XY Planning Network, Inc.
DECREASED5,6355,834-199-3%$954.9K$939.9K-$14.9K2026-10-14
Quadrant Private Wealth Management, LLC
INCREASED5,5975,596+1+0%$915.9K$933.5K+$17.6K2026-11-04
Riverwater Partners LLC
INCREASED5,5915,587+4+0%$914.4K$932.6K+$18.2K2026-11-03
Independent Financial Group, LLC
DECREASED5,5815,590-90%$914.9K$930.9K+$16.1K2026-10-13
Aaron Wealth Advisors LLC
INCREASED5,5495,494+55+1%$899.3K$925.7K+$26.3K2026-10-13
Weinberger Asset Management, Inc
INCREASED5,4865,402+84+2%$884.0K$915.1K+$31.0K2026-10-28
Sutton Place Investors LLC
UNCHANGED5,4775,47700%$896.4K$913.6K+$17.1K2026-10-20
StoneX Group Inc.
INCREASED5,4124,709+703+15%$752.0K$907.2K+$155.2K2026-11-03
Destiny Wealth Partners, LLC
INCREASED5,3592,346+3,013+128%$383.9K$881.0K+$497.1K2026-11-05
Two West Capital Advisors LLC
DECREASED5,3555,532-177-3%$900.0K$894.7K-$5.3K2026-10-15
Bigelow Investment Advisors, LLC
DECREASED5,3356,277-942-15%$1.0M$889.9K-$137.5K2026-10-13
tru Independence LLC
NEW5,325—+5,325——$888.2K—2026-10-20
Shotwell Rutter Baer Inc
DECREASED5,2975,308-110%$868.8K$883.5K+$14.8K2026-10-14
Meridian Wealth Management, LLC
DECREASED5,2565,708-452-8%$934.2K$876.7K-$57.5K2026-11-05
MBE Wealth Management, LLC
DECREASED5,2245,242-180%$858.0K$871.4K+$13.4K2026-10-26
Detalus Advisors, LLC
INCREASED5,1295,125+4+0%$838.9K$855.6K+$16.7K2026-10-15
Legacy Edge Advisors, LLC
INCREASED5,0902,294+2,796+122%$375.5K$849.0K+$473.6K2026-11-06
Navigation Group, LLC
INCREASED5,0905,079+11+0%$831.3K$849.1K+$17.8K2026-10-28
IFP Advisors, Inc
DECREASED5,0895,444-355-7%$891.0K$848.8K-$42.2K2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED5,0485,04800%$826.2K$842.0K+$15.8K2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED5,0285,112-84-2%$836.8K$847.9K+$11.0K2026-11-05
Mather Group, Llc.
INCREASED5,0073,340+1,667+50%$546.7K$835.2K+$288.5K2026-10-14
Atria Investments, Inc
DECREASED5,0045,038-34-1%$824.5K$834.6K+$10.1K2026-10-15
Lodestar Private Asset Management LLC
DECREASED4,9594,960-10%$811.8K$827.2K+$15.4K2026-10-26
Omni 360 Wealth, Inc.
DECREASED4,8784,948-70-1%$809.8K$813.7K+$3.8K2026-10-13
Private Trust Co NA
DECREASED4,8175,139-322-6%$841.1K$803.5K-$37.6K2026-10-20
Leo Wealth, LLC
NEW4,816—+4,816——$803.2K—2026-10-26
FC Advisory LLC
INCREASED4,8094,786+23+0%$783.3K$802.1K+$18.8K2026-10-05
Howard Financial Services, Ltd.
INCREASED4,7964,785+11+0%$783.2K$799.9K+$16.7K2026-10-15
Motive Wealth Advisors
UNCHANGED4,7894,78900%$783.8K$798.8K+$15.0K2026-10-26
Intrua Financial, LLC
DECREASED4,7884,794-60%$784.6K$798.6K+$14.0K2026-10-28
Farrell Financial LLC
DECREASED4,7265,471-745-14%$895.4K$788.3K-$107.1K2026-10-16
Fiduciary Financial Group, LLC
INCREASED4,6524,647+5+0%$760.6K$776.0K+$15.4K2026-10-13
Meridian Financial Partners LLC
DECREASED4,6484,669-210%$774.1K$784.2K+$10.1K2026-10-23
Trilogy Capital Inc.
DECREASED4,6424,705-63-1%$770.1K$774.3K+$4.2K2026-10-20
APS Management Group, Inc.
DECREASED4,5554,557-20%$745.9K$759.7K+$13.9K2026-10-14
Spire Wealth Management
DECREASED4,5514,552-10%$745.0K$759.1K+$14.1K2026-10-30
Retirement Planning Group, LLC
UNCHANGED4,5434,54300%$743.5K$757.7K+$14.2K2026-10-19
Signaturefd, LLC
INCREASED4,5294,481+48+1%$733.4K$755.4K+$22.0K2026-10-23
MKT Advisors LLC
DECREASED4,4366,638-2,202-33%$1.1M$751.4K-$337.8K2026-10-20
Oppenheimer & Co Inc
INCREASED4,4354,005+430+11%$655.5K$739.8K+$84.3K2026-10-26
Greenspring Advisors, LLC
UNCHANGED4,4044,40400%$720.8K$734.6K+$13.8K2026-11-05
Brighton Jones LLC
INCREASED4,3734,251+122+3%$695.8K$729.3K+$33.6K2026-11-03
VestGen Advisors, LLC
DECREASED4,3714,491-120-3%$735.0K$729.1K-$5.9K2026-10-27
AdvisorNet Financial, Inc
INCREASED4,3584,143+215+5%$678.1K$732.3K+$54.2K2026-10-15
Cornerstone Planning Group LLC
DECREASED4,3454,457-112-3%$730.4K$740.8K+$10.5K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED4,3104,233+77+2%$688.0K$719.0K+$30.9K2026-10-13
Rosenberg Matthew Hamilton
DECREASED4,2774,318-41-1%$706.6K$713.3K+$6.7K2026-10-05
Asempa Wealth Advisors
INCREASED4,2754,274+1+0%$699.5K$715.1K+$15.6K2026-10-07
Factor Wealth Management LTD
DECREASED4,2114,235-24-1%$693.1K$702.4K+$9.3K2026-10-08
Bison Wealth, LLC
DECREASED4,1544,168-140%$687.7K$707.6K+$19.9K2026-10-13
Archford Capital Strategies, LLC
UNCHANGED4,1304,13000%$676.0K$688.9K+$12.9K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED4,1043,930+174+4%$643.2K$684.6K+$41.3K2026-10-26
Old Peak Finance LLC
UNCHANGED4,0404,04000%$661.2K$673.9K+$12.6K2026-11-02
Baker Avenue Asset Management, LP
INCREASED4,0313,386+645+19%$554.2K$672.4K+$118.2K2026-11-06
Single Point Partners, LLC
INCREASED4,0313,952+79+2%$646.8K$672.3K+$25.5K2026-10-19
Magnus Financial Group LLC
INCREASED4,0282,718+1,310+48%$444.8K$671.8K+$227.0K2026-10-21
Parkside Financial Bank & Trust
INCREASED3,91586+3,829+4452%$14.1K$653.0K+$638.9K2026-10-27
Capital Investment Advisors, LLC
INCREASED3,8563,840+16+0%$628.5K$643.2K+$14.7K2026-10-22
North Berkeley Wealth Management, LLC
UNCHANGED3,8453,84500%$629.3K$641.3K+$12.0K2026-11-02
Bestgate Wealth Advisors, LLC
NEW3,806—+3,806——$634.8K—2026-10-13
Tarbox Family Office, Inc.
UNCHANGED3,7933,79300%$620.8K$632.7K+$11.9K2026-10-23
Lantz Financial LLC
DECREASED3,7703,950-180-5%$646.5K$628.8K-$17.7K2026-10-15
Prosperitas Financial LLC
INCREASED3,7693,422+347+10%$560.1K$628.6K+$68.5K2026-10-28
Endeavor Private Wealth, Inc.
DECREASED3,7123,775-63-2%$617.8K$619.1K+$1.3K2026-11-05
Peak Financial Management, Inc.
DECREASED3,6793,702-23-1%$605.9K$613.7K+$7.8K2026-10-16
Valmark Advisers, Inc.
DECREASED3,6704,083-413-10%$668.3K$612.2K-$56.1K2026-11-06
Eastern Bank
UNCHANGED3,6343,63400%$594.8K$606.2K+$11.4K2026-10-05
PFG Advisors
INCREASED3,6253,513+112+3%$575.0K$604.6K+$29.6K2026-10-16
Golden State Wealth Management, LLC
INCREASED3,6223,612+10+0%$591.3K$604.3K+$13.0K2026-11-02
Legacy Wealth Partners, LLC
INCREASED3,6213,357+264+8%$549.4K$569.5K+$20.1K2026-10-15
Oregon Pacific Wealth Management, LLC
DECREASED3,6083,634-26-1%$594.8K$601.8K+$7.0K2026-10-20
Chris Bulman Inc
INCREASED3,5973,393+204+6%$555.3K$600.0K+$44.6K2026-10-20
Cornerstone Advisors Asset Management, LLC
INCREASED3,5773,569+8+0%$584.1K$596.6K+$12.5K2026-11-06
Patriot Investment Management Group, Inc.
INCREASED3,4942,391+1,103+46%$391.4K$582.8K+$191.4K2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
DECREASED3,4823,746-264-7%$613.1K$580.8K-$32.3K2026-10-21
Traveka Wealth, LLC
DECREASED3,4783,504-26-1%$573.5K$580.1K+$6.6K2026-10-19
Russell Investments Group, Ltd.
DECREASED3,4403,651-211-6%$597.6K$573.8K-$23.7K2026-11-06
Grey Fox Wealth Advisors, LLC
INCREASED3,4363,221+215+7%$527.2K$573.1K+$45.9K2026-11-03
Capital Asset Advisory Services LLC
DECREASED3,4023,703-301-8%$606.0K$568.8K-$37.3K2026-10-30
Core Wealth Advisors, LLC
UNCHANGED3,3663,36600%$550.9K$561.4K+$10.5K2026-11-05
RKL Wealth Management LLC
INCREASED3,3113,303+8+0%$540.6K$552.2K+$11.6K2026-10-16
Verus Capital Partners, LLC
INCREASED3,2822,980+302+10%$487.8K$547.4K+$59.6K2026-11-03
CX Institutional
UNCHANGED3,2803,28000%$537$547+$102026-10-02
Visionary Wealth Advisors
DECREASED3,2623,297-35-1%$539.6K$544.1K+$4.6K2026-11-04
Csenge Advisory Group
INCREASED3,2543,012+242+8%$493.0K$542.8K+$49.8K2026-11-04
JHP Wealth Management, LLC
DECREASED3,2453,332-87-3%$545.4K$541.2K-$4.2K2026-11-06
Tableaux LLC
DECREASED3,2343,235-10%$529.4K$539.4K+$10.0K2026-10-23
Emergent Wealth Advisors, LLC
DECREASED3,2243,275-51-2%$536.0K$537.8K+$1.8K2026-10-09
Gen-Wealth Partners Inc
DECREASED3,2023,578-376-11%$585.6K$534.1K-$51.5K2026-11-04
ASL Financial, LLC
INCREASED3,1973,137+60+2%$513.4K$533.3K+$19.8K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED3,1843,18400%$521.1K$531.1K+$10.0K2026-10-15
Manchester Capital Management LLC
INCREASED3,1681,140+2,028+178%$186.6K$528.4K+$341.8K2026-10-22
Bailard, Inc.
UNCHANGED3,1273,12700%$511.8K$521.6K+$9.8K2026-10-13
PDS Planning, Inc
DECREASED3,0883,185-97-3%$521.3K$515.1K-$6.2K2026-11-03
Clear Creek Financial Management, LLC
INCREASED3,0843,063+21+1%$501.3K$514.4K+$13.1K2026-10-28
Absolute Capital Management, LLC
INCREASED2,9952,981+14+0%$488.0K$499.6K+$11.7K2026-10-16
Andrews Advisory Associates, LLC
DECREASED2,9923,016-24-1%$493.7K$499.1K+$5.4K2026-10-15
Associated Banc-Corp
NEW2,957—+2,957——$493.2K—2026-10-30
NWF Advisory Services Inc.
DECREASED2,9293,494-565-16%$571.9K$488.6K-$83.3K2026-10-19
Diversified Enterprises, LLC
DECREASED2,9223,944-1,022-26%$645.5K$487.4K-$158.1K2026-10-19
Sherman Asset Management, Inc.
INCREASED2,9202,893+27+1%$473.5K$487.1K+$13.6K2026-11-05
Evergreen Capital Management LLC
DECREASED2,8633,005-142-5%$491.9K$477.6K-$14.3K2026-10-23
Finley Financial, LLC
UNCHANGED2,8602,86000%$468.1K$478.5K+$10.4K2026-10-28
Aureum Wealth Management, LLC
INCREASED2,8502,556+294+12%$418.3K$475.4K+$57.0K2026-10-15
Financial Management Network Inc
INCREASED2,8362,829+7+0%$461.4K$477.7K+$16.4K2026-10-09
W.H. Cornerstone Investments Inc.
INCREASED2,8212,814+7+0%$460.6K$470.5K+$9.9K2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED2,8072,811-40%$460.1K$468.2K+$8.1K2026-10-23
Able Financial Group, LLC
UNCHANGED2,8042,80400%$458.9K$467.7K+$8.8K2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED2,7622,795-33-1%$457.5K$460.7K+$3.2K2026-11-02
Syntegra Private Wealth Group, LLC
INCREASED2,7512,549+202+8%$417.2K$458.9K+$41.8K2026-10-13
Waldron Private Wealth LLC
DECREASED2,7422,755-130%$450.9K$457.4K+$6.5K2026-11-02
DWR Wealth Management, LLC
INCREASED2,7312,463+268+11%$400.3K$456.3K+$56.0K2026-10-13
Liberty Atlantic Advisors LLC
UNCHANGED2,6852,68500%$439.5K$447.9K+$8.4K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED2,6792,721-42-2%$445.3K$446.9K+$1.5K2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED2,6501,230+1,420+115%$201.3K$442.0K+$240.7K2026-10-22
Moller Wealth Partners
DECREASED2,6432,649-60%$433.6K$440.9K+$7.3K2026-10-15
Weatherly Asset Management L. P.
NEW2,627—+2,627——$438.2K—2026-10-20
Spectrum Planning & Advisory Services Inc.
DECREASED2,6182,701-83-3%$442.1K$436.7K-$5.4K2026-11-05
Broussard Financial Group LLC
UNCHANGED2,6042,60400%$426.2K$434.3K+$8.2K2026-10-26
One Day In July LLC
UNCHANGED2,6002,60000%$425.5K$433.7K+$8.1K2026-10-30
Milestone Investment Advisors LLC
INCREASED2,5982,597+1+0%$425.0K$433.3K+$8.3K2026-11-05
Forum Financial Management, LP
INCREASED2,5882,011+577+29%$329.1K$431.7K+$102.5K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED2,5752,650-75-3%$433.7K$429.5K-$4.2K2026-10-21
Heritage Family Offices, LLP
DECREASED2,5522,647-95-4%$433.2K$425.7K-$7.5K2026-11-02
Seven Post Investment Office LP
UNCHANGED2,5322,53200%$414.4K$422.3K+$7.9K2026-10-26
Pettinga Financial Advisors LLC
INCREASED2,5102,389+121+5%$391.1K$418.7K+$27.7K2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED2,5002,50000%$409.2K$417.0K+$7.8K2026-11-04
Elevation Wealth Management LLC
INCREASED2,4922,448+44+2%$400.6K$415.6K+$15.0K2026-11-02
Clean Yield Group
UNCHANGED2,4742,47400%$404.9K$412.7K+$7.7K2026-10-28
Wesbanco Bank Inc
UNCHANGED2,4302,43000%$397.7K$405.3K+$7.6K2026-11-04
Oarsman Capital, Inc.
UNCHANGED2,4262,42600%$397.1K$404.7K+$7.6K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW2,393—+2,393——$399.2K—2026-10-16
Private Client Services, LLC
DECREASED2,3712,378-70%$389.2K$395.5K+$6.3K2026-10-02
True North Advisors, LLC
UNCHANGED2,3652,36500%$387.1K$394.5K+$7.4K2026-10-22
Baker Tilly Wealth Management, LLC
UNCHANGED2,3542,35400%$385.3K$392.7K+$7.4K2026-10-05
BCU Wealth Advisors, LLC
INCREASED2,3292,326+3+0%$380.6K$388.5K+$7.9K2026-10-16
CGC Financial Services, LLC
UNCHANGED2,2972,29700%$376.0K$383.1K+$7.2K2026-10-13
Trademark Financial Management, LLC
UNCHANGED2,2902,29000%$374.8K$382.0K+$7.2K2026-10-23
Sentinel Advisory Group, LLC
INCREASED2,2792,270+9+0%$371.5K$380.1K+$8.6K2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED2,2502,25000%$368.2K$375.3K+$7.1K2026-11-03
Centurion Wealth Management LLC
NEW2,247—+2,247——$227.0K—2026-10-13
Rede Wealth, LLC
UNCHANGED2,2472,24700%$367.8K$374.8K+$7.0K2026-10-22
Leverty Financial Group, LLC
UNCHANGED2,2092,20900%$361.5K$368.5K+$6.9K2026-10-08
Level Financial Advisors
UNCHANGED2,1912,19100%$358.6K$365.5K+$6.9K2026-10-13
Merkkuri Wealth Advisors LLC
DECREASED2,1892,246-57-3%$367.5K$365.2K-$2.4K2026-11-03
Investment Partners, Ltd.
NEW2,186—+2,186——$364.6K—2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED2,1642,507-343-14%$410.3K$361.0K-$49.4K2026-10-07
Trek Financial, LLC
DECREASED2,1632,619-456-17%$428.7K$360.8K-$67.9K2026-10-29
Semitam Bonam LLC
UNCHANGED2,1342,13400%$349.3K$356.0K+$6.7K2026-10-27
Kestra Investment Management, LLC
DECREASED2,1303,193-1,063-33%$522.6K$355.3K-$167.3K2026-11-04
Amplius Wealth Advisors, LLC
DECREASED2,1122,115-30%$346.2K$352.3K+$6.1K2026-10-20
Wedmont Private Capital
UNCHANGED2,0862,08600%$345.6K$353.3K+$7.7K2026-10-09
Martel Wealth Advisors LLC
UNCHANGED2,0802,08000%$340.4K$346.9K+$6.5K2026-10-14
Worth Financial Advisory Group, LLC
UNCHANGED2,0792,07900%$340.3K$346.8K+$6.5K2026-10-19
Tanager Wealth Management LLP
DECREASED2,0453,319-1,274-38%$543.2K$341.1K-$202.1K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED2,0382,033+5+0%$332.8K$339.9K+$7.1K2026-10-13
Citizens Financial Group Inc
UNCHANGED2,0142,01400%$329.6K$336.0K+$6.4K2026-10-23
Soltis Investment Advisors LLC
NEW2,011—+2,011——$335.4K—2026-10-28
Moneco Advisors, LLC
DECREASED2,0082,136-128-6%$349.6K$335.0K-$14.6K2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED1,9771,97700%$323.6K$329.8K+$6.2K2026-10-26
Channel Wealth LLC
UNCHANGED1,9551,95500%$320.0K$326.1K+$6.1K2026-11-06
Natural Investments, LLC
DECREASED1,9401,960-20-1%$320.0K$323.6K+$3.6K2026-11-06
Klingman & Associates, LLC
UNCHANGED1,9221,92200%$314.6K$320.6K+$6.0K2026-10-20
Nations Financial Group Inc,
INCREASED1,9111,907+4+0%$312.1K$318.8K+$6.6K2026-11-05
Guardian Financial Partners, LLC
NEW1,905—+1,905——$317.8K—2026-11-04
BKM Wealth Management, LLC
UNCHANGED1,9001,90000%$311.0K$316.9K+$5.9K2026-10-22
Integrity Alliance, Llc.
INCREASED1,8971,306+591+45%$213.8K$316.4K+$102.7K2026-10-29
Etesian Wealth Advisors, Inc.
UNCHANGED1,8831,88300%$308.2K$314.1K+$5.9K2026-10-27
Gallacher Capital Management LLC
UNCHANGED1,8661,86600%$305.4K$311.2K+$5.8K2026-10-30
Polaris Investment Advisors, LLC
UNCHANGED1,8661,86600%$305.5K$311.3K+$5.8K2026-10-20
Avantra Family Wealth, Inc.
INCREASED1,8641,860+4+0%$304.4K$311.0K+$6.5K2026-10-20
Atticus Wealth Management, LLC
INCREASED1,8621,858+4+0%$304.1K$310.6K+$6.5K2026-10-20
Tortoise Investment Management, LLC
UNCHANGED1,8621,86200%$304.8K$310.6K+$5.8K2026-11-06
Sage Financial Group Inc
UNCHANGED1,8501,85000%$302.8K$308.6K+$5.8K2026-10-27
Frankly Finances, LLC
UNCHANGED1,8481,84800%$302.5K$308.2K+$5.8K2026-10-28
MontVue Capital Management, Inc.
UNCHANGED1,8191,81900%$297.7K$303.4K+$5.7K2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED1,7741,77400%$290.3K$295.9K+$5.6K2026-11-04
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED1,7551,75500%$287.2K$292.7K+$5.5K2026-10-16
Pecaut & Co.
DECREASED1,7421,879-137-7%$307.5K$290.6K-$16.9K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,7401,74000%$284.8K$290.2K+$5.4K2026-10-30
International Assets Investment Management, LLC
INCREASED1,7321,675+57+3%$274.0K$289.8K+$15.7K2026-11-02
Pearl Planning LLC
UNCHANGED1,7321,73200%$283.5K$288.9K+$5.4K2026-10-13
Greenfield Savings Bank
INCREASED1,7201,400+320+23%$229.1K$286.9K+$57.8K2026-10-07
Williams Financial, LLC
DECREASED1,7141,834-120-7%$300.2K$286.0K-$14.2K2026-10-19
Sterling Manor Financial, LLC
NEW1,713—+1,713——$285.7K—2026-10-21
Northwest Wealth Management, LLC
UNCHANGED1,7121,71200%$280.2K$285.6K+$5.4K2026-10-30
Sage Financial Management Group, Inc.
INCREASED1,7011,595+106+7%$261.1K$283.7K+$22.7K2026-11-06
Quadcap Wealth Management, LLC
DECREASED1,7001,732-32-2%$283.5K$283.6K+$862026-11-02
Braun-Bostich & Associates Inc.
DECREASED1,6741,733-59-3%$283.6K$279.2K-$4.4K2026-10-20
Fire Capital Management LLC
INCREASED1,6601,600+60+4%$261.9K$276.9K+$15.0K2026-10-27
Signal Advisors Wealth, LLC
DECREASED1,6551,921-266-14%$314.4K$276.0K-$38.4K2026-10-13
FSA Wealth Partners, Inc.
DECREASED1,6451,787-142-8%$292.5K$274.4K-$18.1K2026-10-26
Investors Research Corp
INCREASED1,6231,565+58+4%$256.1K$270.7K+$14.6K2026-10-07
CLG LLC
NEW1,608—+1,608——$268.2K—2026-10-13
Fiduciary Alliance LLC
DECREASED1,5961,623-27-2%$265.7K$266.2K+$5622026-10-13
Procyon Advisors, LLC
NEW1,588—+1,588——$264.9K—2026-10-21
Thrive Capital Management, LLC
NEW1,578—+1,578——$263.2K—2026-10-28
Asset One Wealth Management LLC
INCREASED1,5781,387+191+14%$230.0K$263.2K+$33.2K2026-11-02
Auxano Advisors, LLC
NEW1,574—+1,574——$262.5K—2026-11-06
Gateway Investment Advisers LLC
NEW1,564—+1,564——$260.9K—2026-10-13
AlphaStar Capital Management, LLC
NEW1,539—+1,539——$256.6K—2026-10-16
Urban Wealth Management, LLC
DECREASED1,5391,542-30%$252.4K$256.7K+$4.3K2026-10-21
Institute for Wealth Management, Llc.
DECREASED1,5311,631-100-6%$266.9K$255.4K-$11.6K2026-11-06
Frederick Financial Consultants, LLC
DECREASED1,5041,522-18-1%$249.1K$250.9K+$1.8K2026-10-29
Curry Webb Wealth Management LLC
UNCHANGED1,5001,50000%$245.5K$245.5K$02026-10-22
Nemes Rush Group LLC
INCREASED1,4971,496+1+0%$244.8K$249.7K+$4.9K2026-11-04
Schwallier Wealth Management LLC
DECREASED1,4891,641-152-9%$268.6K$248.4K-$20.2K2026-11-05
Integrated Advisors Network LLC
DECREASED1,4781,480-20%$242.2K$246.5K+$4.3K2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED1,4581,45800%$238.6K$243.2K+$4.6K2026-11-05
Uptick Partners, LLC
DECREASED1,4401,532-92-6%$250.7K$240.2K-$10.6K2026-11-04
Essex LLC
DECREASED1,4301,449-19-1%$237.2K$238.5K+$1.4K2026-10-14
Ehrlich Financial Group
NEW1,428—+1,428——$238.2K—2026-10-20
Advisor OS, LLC
INCREASED1,4231,421+2+0%$232.7K$237.4K+$4.7K2026-11-03
Northland Securities, Inc.
DECREASED1,4221,437-15-1%$235.2K$237.2K+$2.0K2026-11-02
Asset Dedication, LLC
INCREASED1,419958+461+48%$156.8K$236.7K+$79.9K2026-11-03
Security Financial Services, Inc.
DECREASED1,4091,453-44-3%$237.8K$235.0K-$2.8K2026-10-29
GGM Financial LLC
INCREASED1,4041,401+3+0%$229.4K$234.2K+$4.8K2026-11-05
Capital Advantage, Inc.
DECREASED1,3981,415-17-1%$231.6K$233.2K+$1.6K2026-10-14
Cooper Financial Group
DECREASED1,3971,410-13-1%$230.8K$233.0K+$2.2K2026-10-07
South Shore Capital Advisors
NEW1,391—+1,391——$232.0K—2026-10-20
Sigma Planning Corp
DECREASED1,3721,496-124-8%$244.9K$228.8K-$16.1K2026-10-23
Commonwealth Financial Services, LLC
DECREASED1,3331,511-178-12%$247.3K$222.3K-$25.0K2026-10-20
Moors & Cabot, Inc.
NEW1,327—+1,327——$221.3K—2026-11-06
SC&H Financial Advisors, Inc.
INCREASED1,3211,318+3+0%$215.8K$220.4K+$4.6K2026-10-14
Ascentis Independent Advisors
NEW1,310—+1,310——$218.4K—2026-11-03
D'Orazio & Associates, Inc.
UNCHANGED1,2981,29800%$212.4K$216.5K+$4.1K2026-11-04
Guilbault Capital LLC
DECREASED1,2891,339-50-4%$219.2K$215.0K-$4.1K2026-10-28
Graves Light Lenhart Wealth, Inc.
DECREASED1,2791,444-165-11%$236.3K$213.3K-$23.0K2026-10-09
JFS Wealth Advisors, LLC
DECREASED1,2761,336-60-4%$218.7K$212.8K-$5.8K2026-11-03
Bond & Devick Financial Network, Inc.
INCREASED1,2761,241+35+3%$203.1K$212.8K+$9.7K2026-10-23
NBT Bank, N.A.
DECREASED1,2562,211-955-43%$361.9K$209.5K-$152.4K2026-10-21
Websterrogers Financial Advisors, LLC
UNCHANGED1,2481,24800%$204.3K$208.2K+$3.9K2026-11-02
SAX Wealth Advisors, LLC
NEW1,241—+1,241——$206.9K—2026-10-13
TritonPoint Partners, LLC
DECREASED1,2392,314-1,075-46%$378.7K$206.7K-$172.1K2026-11-05
ARQ Wealth Advisors, LLC
DECREASED1,2361,264-28-2%$207.1K$206.2K-$9552026-10-29
Correct Capital Wealth Management
NEW1,213—+1,213——$202.4K—2026-11-02
Global Assets Advisory, LLC
NEW1,211—+1,211——$205.3K—2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED1,1981,225-27-2%$202.1K$202.9K+$8042026-10-13
Harbor Asset Planning, Inc.
INCREASED1,1591,157+2+0%$189.4K$193.3K+$3.9K2026-10-23
Bank of New Hampshire
UNCHANGED1,0951,09500%$179.2K$182.6K+$3.4K2026-10-06
Financial Perspectives, Inc
UNCHANGED95595500%$156.2K$159.2K+$3.0K2026-11-03
Larson Financial Group LLC
UNCHANGED92492400%$151.2K$154.2K+$2.9K2026-11-05
Creative Financial Designs Inc
INCREASED913521+392+75%$85.3K$152.3K+$67.1K2026-11-04
Abound Wealth Management
UNCHANGED90090000%$147.3K$150.1K+$2.8K2026-10-26
Root Financial Partners, LLC
DECREASED8831,642-759-46%$268.8K$147.4K-$121.5K2026-10-21
Balentine LLC
UNCHANGED87187100%$142.6K$145.3K+$2.7K2026-11-03
Downshift Financial, LLC
UNCHANGED84784700%$138.6K$141.3K+$2.7K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED83783700%$137.0K$139.6K+$2.6K2026-10-23
First Bancorp, Inc
UNCHANGED80780700%$132.1K$134.6K+$2.5K2026-10-26
DT Investment Partners, LLC
UNCHANGED78278200%$128.0K$130.4K+$2.4K2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED74674600%$122.1K$124.7K+$2.6K2026-10-29
Financial Consulate, Inc
UNCHANGED70470400%$115.2K$117.4K+$2.2K2026-10-23
Winthrop Capital Management, LLC
DECREASED702719-17-2%$118.0K$117.1K-$8872026-11-05
Centerpoint Advisors, LLC
INCREASED684642+42+7%$105.0K$114.0K+$9.0K2026-11-05
Clearstead Trust, LLC
UNCHANGED65965900%$107.9K$109.9K+$2.1K2026-11-06
Key FInancial Inc
UNCHANGED63263200%$103.4K$105.4K+$2.0K2026-11-02
Harbor Investment Advisory, LLC
INCREASED628527+101+19%$86.3K$104.8K+$18.5K2026-10-13
Center for Financial Planning, Inc.
UNCHANGED58858800%$96.2K$98.1K+$1.8K2026-10-26
Blueline Advisors LLC
DECREASED556559-3-1%$91.5K$92.7K+$1.2K2026-10-15
Buck Wealth Strategies, LLC
INCREASED526254+272+107%$41.6K$87.8K+$46.2K2026-10-28
Vima LLC
UNCHANGED49049000%$80.2K$81.7K+$1.5K2026-10-23
Nfsg Corp
NEW471—+471——$78.6K—2026-10-15
Addison Advisors LLC
DECREASED414436-22-5%$71.4K$69.1K-$2.3K2026-11-06
Archer Investment Corp
UNCHANGED41441400%$67.7K$69.0K+$1.3K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED41141100%$67.3K$68.6K+$1.3K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED36536500%$59.7K$60.9K+$1.1K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED3606+354+5900%$902$60.0K+$59.1K2026-11-05
Jnba Financial Advisors
UNCHANGED35435400%$57.9K$59.0K+$1.1K2026-11-03
Birch Financial Group, LLC
NEW340—+340——$56.8K—2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED324323+1+0%$53.0K$54.1K+$1.1K2026-10-16
Cape Investment Advisory, Inc.
INCREASED306168+138+82%$27.5K$51.0K+$23.5K2026-10-13
Evolution Wealth Management Inc.
DECREASED294405-111-27%$66.3K$49.0K-$17.2K2026-10-28
Arlington Trust Co LLC
DECREASED280480-200-42%$78.6K$46.7K-$31.9K2026-10-20
United Financial Planning Group LLC
INCREASED272271+1+0%$44.4K$45.4K+$9542026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED25425400%$41.6K$42.4K+$7952026-10-30
Fortitude Family Office, LLC
UNCHANGED24724700%$40.4K$41.2K+$7742026-10-14
Triumph Capital Management
UNCHANGED24024000%$39.3K$40.0K+$7512026-10-14
Kennebec Savings Bank
UNCHANGED23723700%$38.8K$39.5K+$7422026-10-22
Bokf, NA
UNCHANGED22922900%$37.5K$38.2K+$7172026-10-27
Concord Wealth Partners
UNCHANGED22222200%$36.3K$37.0K+$6952026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED20920900%$34.2K$34.9K+$6542026-10-16
Trust Co
UNCHANGED18918900%$30.9K$31.5K+$5912026-10-09
Decker Retirement Planning Inc.
DECREASED17658,583-58,407-100%$9.6M$29.4K-$9.6M2026-10-19
Elyxium Wealth, LLC
NEW154—+154——$25.6K—2026-10-27
Creative Capital Management Investments LLC
UNCHANGED15415400%$25.2K$25.7K+$4822026-10-28
Salomon & Ludwin, LLC
UNCHANGED14714700%$24.0K$24.5K+$4712026-10-29
West Branch Capital LLC
NEW144—+144——$24.0K—2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED13313300%$21.8K$22.2K+$4162026-11-02
Community Bank, N.A.
UNCHANGED12512500%$20.5K$20.9K+$3922026-11-06
Signature Resources Capital Management, LLC
UNCHANGED12312300%$20.1K$20.5K+$3852026-10-16
Lanark Financial, Inc.
DECREASED120141-21-15%$23.1K$20.0K-$3.1K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED11111100%$18.2K$18.5K+$3472026-10-07
Elevate Wealth Advisory, Inc
UNCHANGED11011000%$18.0K$18.3K+$3442026-10-29
Compass Financial Management LLC
UNCHANGED707000%$11.8K$11.7K-$1332026-10-30
Simplex Trading, LLC
INCREASED6955+14+25%$9.0K$11.5K+$2.5K2026-11-04
United Community Bank
UNCHANGED666600%$10.8K$11.0K+$2072026-10-28
Latitude Advisors, LLC
NEW53—+53——$8.8K—2026-10-27
Horizons Wealth Management
NEW53—+53——$8.8K—2026-10-05
Mainstream Capital Management LLC
NEW50—+50——$8.3K—2026-10-23
Hanson & Doremus Investment Management
UNCHANGED494900%$8.0K$8-$8.0K2026-10-16
Key Capital Management, Inc
INCREASED4824+24+100%$3.9K$8.0K+$4.1K2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED454500%$7.4K$7.5K+$1412026-10-27
Alpine Bank Wealth Management
UNCHANGED424200%$6.9K$7.0K+$1322026-10-16
Portfolio Resources Advisor Group, Inc.
UNCHANGED373700%$6.1K$6.2K+$1162026-10-20
Ashton Thomas Securities, LLC
NEW35—+35——$5.8K—2026-10-26
Retirement Wealth Solutions LLC
DECREASED2830-2-7%$5.0K$4.6K-$3322026-10-07
Coston, McIsaac & Partners
UNCHANGED222200%$3$3.7K+$3.7K2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED202000%$3.3K$3.3K+$622026-10-15
Davis Capital Management
UNCHANGED181800%$2.9K$3.0K+$562026-10-08
Robbins Farley
UNCHANGED161600%$2.6K$2.7K+$502026-10-21
First Command Advisory Services, Inc.
NEW11—+11——$1.8K—2026-11-05
SBI Securities Co., Ltd.
INCREASED115+6+120%$818$1.8K+$1.0K2026-10-22
Hurley Capital, LLC
DECREASED1011-1-9%$1.7K$1.8K+$372026-11-05
Covestor Ltd
DECREASED69-3-33%$1$1$02026-10-30
Barclays PLC
DECREASED52,762-2,757-100%$452.1K$834-$451.2K2026-11-06
Atwood & Palmer Inc
UNCHANGED1100%$164$167+$32026-10-08
True Blue Financial, LLC
CLOSED027,079-27,079-100%$4.4M$0-$4.4M2026-10-15
KPP Advisory Services LLC
CLOSED020,065-20,065-100%$3.3M$0-$3.3M2026-10-26
Ritholtz Wealth Management
CLOSED05,790-5,790-100%$947.7K$0-$947.7K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED02,647-2,647-100%$433.2K$0-$433.2K2026-10-27
Ameraudi Asset Management, Inc.
CLOSED01,793-1,793-100%$293.5K$0-$293.5K2026-11-05
Pinnacle Associates LTD
CLOSED01,787-1,787-100%$292.5K$0-$292.5K2026-10-20
Fermata Advisors, LLC
CLOSED01,752-1,752-100%$286.8K$0-$286.8K2026-10-13
Scarborough Advisors, LLC
CLOSED01,596-1,596-100%$259.0K$0-$259.0K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
CLOSED01,365-1,365-100%$223.4K$0-$223.4K2026-10-23
Cassilly Financial Group LLC
CLOSED01,319-1,319-100%$215.9K$0-$215.9K2026-10-07
Foguth Wealth Management, Llc.
CLOSED01,310-1,310-100%$213.2K$0-$213.2K2026-10-19
Bernardo Wealth Planning LLC
CLOSED01,287-1,287-100%$210.6K$0-$210.6K2026-10-23
Salem Investment Counselors Inc
CLOSED01,050-1,050-100%$171.9K$0-$171.9K2026-10-13
MCF Advisors LLC
CLOSED0865-865-100%$141.6K$0-$141.6K2026-10-28
Farmers & Merchants Investments Inc
CLOSED0760-760-100%$124.4K$0-$124.4K2026-10-22
Wellington Grp LLC
CLOSED0304-304-100%$43.0K$0-$43.0K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED0227-227-100%$37.2K$0-$37.2K2026-10-26
Strategic Wealth Advisors LLC
CLOSED061-61-100%$9$0-$92026-11-06
Capitol Family Office, Inc.
CLOSED042-42-100%$6.9K$0-$6.9K2026-10-13
Tsfg, LLC
CLOSED06-6-100%$1$0-$12026-10-23
Maseco LLP
CLOSED01-1-100%$164$0-$1642026-10-27
Bank of America Corp
N/A—13,667,632-13,667,632-100%$2.2B———
JPMorgan Chase & Co
N/A—11,759,389-11,759,389-100%$1.9B———
Northern Trust Corp
N/A—5,586,428-5,586,428-100%$914.3M———
Tiaa Wealth Investment Management LLC
N/A—4,697,103-4,697,103-100%$763.5M———
Betterment LLC
N/A—4,058,596-4,058,596-100%$664.3M———
Goldman Sachs Group Inc
N/A—3,914,328-3,914,328-100%$640.7M———
Wealthfront Advisers LLC
N/A—2,748,033-2,748,033-100%$449.8M———
Morgan Stanley
N/A—2,678,106-2,678,106-100%$438.3M———
Acorns Advisers, LLC
N/A—2,646,512-2,646,512-100%$433.2M———
BlackRock, Inc.
N/A—2,343,264-2,343,264-100%$383.5M———
Envestnet Asset Management Inc
N/A—2,064,131-2,064,131-100%$337.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,336,785-1,336,785-100%$218.8M———
Wells Fargo & Company
N/A—1,279,895-1,279,895-100%$209.5M———
Northwestern Mutual Wealth Management Co
N/A—1,070,042-1,070,042-100%$175.1M———
Fiduciary Trust Co
N/A—708,529-708,529-100%$116.0M———
Royal Bank of Canada
N/A—514,461-514,461-100%$84.2M———
Empower Advisory Group, LLC
N/A—510,183-510,183-100%$83.5M———
Composition Wealth, LLC
N/A—380,376-380,376-100%$62.3M———
Ally Invest Advisors Inc.
N/A—350,467-350,467-100%$57.4M———
Alliancebernstein L.P.
N/A—342,065-342,065-100%$48.4M———
Ameriprise Financial Inc
N/A—340,370-340,370-100%$55.7M———
Envestnet Portfolio Solutions, Inc.
N/A—328,566-328,566-100%$53.8M———
Mercer Global Advisors Inc
N/A—314,851-314,851-100%$51.5M———
HighTower Advisors, LLC
N/A—312,666-312,666-100%$51.2M———
UBS Group AG
N/A—304,149-304,149-100%$49.8M———
FMR LLC
N/A—281,229-281,229-100%$46.0M———
Cetera Investment Advisers
N/A—276,693-276,693-100%$45.3M———
Alesco Advisors, LLC, An ESL Co
N/A—241,166-241,166-100%$39.5M———
Atomic Invest LLC
N/A—205,231-205,231-100%$33.3M———
Raymond James Financial Inc
N/A—199,418-199,418-100%$32.6M———
Osaic Holdings, Inc.
N/A—196,199-196,199-100%$32.1M———
Beacon Pointe Advisors, LLC
N/A—184,713-184,713-100%$30.2M———
Bank of Montreal
N/A—184,616-184,616-100%$30.2M———
MML Investors Services, LLC
N/A—183,780-183,780-100%$30.1M———
Rock Creek Group LLC
N/A—161,100-161,100-100%$26.4M———
Sand Hill Global Advisors, LLC
N/A—154,912-154,912-100%$25.4M———
Flputnam Investment Management Co
N/A—132,064-132,064-100%$21.6M———
Integrated Wealth Concepts LLC
N/A—129,466-129,466-100%$21.2M———
NewEdge Advisors, LLC
N/A—127,139-127,139-100%$20.8M———
Cerity Partners LLC
N/A—126,597-126,597-100%$20.7M———
AlTi Global, Inc.
N/A—123,135-123,135-100%$20.2M———
Janney Montgomery Scott LLC
N/A—104,841-104,841-100%$17.2M———
Harbour Investments, Inc.
N/A—102,610-102,610-100%$16.8M———
One Wealth Advisors, LLC
N/A—101,285-101,285-100%$16.6M———
Mariner, LLC
N/A—96,975-96,975-100%$15.9M———
Blue Edge Capital, LLC
N/A—83,906-83,906-100%$13.7M———
SEI Investments Co
N/A—80,721-80,721-100%$13.2M———
Van Hulzen Asset Management, LLC
N/A—79,800-79,800-100%$13.1M———
OneDigital Investment Advisors LLC
N/A—69,207-69,207-100%$11.3M———
NorthRock Partners, LLC
N/A—65,741-65,741-100%$10.8M———
One Capital Management, LLC
N/A—64,783-64,783-100%$9.2M———
&partners
N/A—62,304-62,304-100%$10.2M———
Schroder Investment Management Group
N/A—61,615-61,615-100%$10.0M———
United Capital Financial Advisors, LLC
N/A—60,173-60,173-100%$9.9M———
Wealthspire Advisors, LLC
N/A—59,809-59,809-100%$9.8M———
Keebeck Wealth Management
N/A—58,228-58,228-100%$9.5M———
Focus Partners Wealth
N/A—57,996-57,996-100%$9.5M———
Sanctuary Advisors, LLC
N/A—56,830-56,830-100%$9.3M———
Retirement Income Solutions, Inc
N/A—54,534-54,534-100%$7.7M———
Captrust Financial Advisors
N/A—53,396-53,396-100%$8.7M———
Atlas Legacy Advisors, LLC
N/A—50,505-50,505-100%$8.3M———
Advisory Services Network, LLC
N/A—48,735-48,735-100%$8.0M———
Yukon Wealth Management, Inc.
N/A—45,850-45,850-100%$7.5M———
BNP Paribas Financial Markets
N/A—44,872-44,872-100%$7.3M———
Aptus Capital Advisors, LLC
N/A—44,554-44,554-100%$7.3M———
Banco Santander, S.A.
N/A—43,263-43,263-100%$7.1M———
Acadian Asset Management LLC
N/A—42,126-42,126-100%$6.9M———
EP Wealth Advisors, LLC
N/A—41,534-41,534-100%$6.8M———
Summit Wealth Group, LLC
N/A—39,245-39,245-100%$6.4M———
Mutual Advisors, LLC
N/A—38,855-38,855-100%$6.4M———
Spinnaker Trust
N/A—38,657-38,657-100%$6.3M———
Private Advisor Group, LLC
N/A—38,657-38,657-100%$6.3M———
Avise Financial Cooperative, Inc.
N/A—38,367-38,367-100%$6.3M———
Balanced Rock Investment Advisors LLC
N/A—35,948-35,948-100%$5.9M———
GeoWealth Management, LLC
N/A—34,457-34,457-100%$5.6M———
Orion Porfolio Solutions, LLC
N/A—33,489-33,489-100%$5.5M———
Brown Advisory Inc
N/A—32,836-32,836-100%$5.4M———
Planning Alternatives LTD
N/A—32,609-32,609-100%$5.3M———
Two Sigma Investments, LP
N/A—31,500-31,500-100%$5.2M———
National Philanthropic Trust
N/A—31,224-31,224-100%$5.1M———
Rockefeller Capital Management L.P.
N/A—31,083-31,083-100%$5.1M———
Goodwin Investment Advisory
N/A—30,636-30,636-100%$5.0M———
Focus Partners Advisor Solutions, LLC
N/A—30,281-30,281-100%$5.0M———
Steward Partners Investment Advisory, LLC
N/A—29,580-29,580-100%$4.8M———
Stratos Wealth Partners, Ltd.
N/A—28,761-28,761-100%$4.7M———
Colter Lewis Investment Partners LLC
N/A—27,794-27,794-100%$4.5M———
HRT Financial LP
N/A—26,866-26,866-100%$4.4M———
CreativeOne Wealth, LLC
N/A—26,579-26,579-100%$4.4M———
Moment Partners, LLC
N/A—24,625-24,625-100%$4.0M———
Davis Wealth Advisors, LLC
N/A—24,610-24,610-100%$4.0M———
Partners Capital Investment Group, LLP
N/A—24,119-24,119-100%$3.9M———
FLC Capital Advisors
N/A—23,256-23,256-100%$3.8M———
Equitable Holdings, Inc.
N/A—23,091-23,091-100%$3.8M———
MA Private Wealth
N/A—23,078-23,078-100%$3.8M———
Stifel Financial Corp
N/A—23,068-23,068-100%$3.8M———
IEQ Capital, LLC
N/A—22,760-22,760-100%$3.7M———
Citadel Advisors LLC
N/A—22,696-22,696-100%$3.7M———
PFG Investments, LLC
N/A—21,235-21,235-100%$3.5M———
Pure Financial Advisors, LLC
N/A—20,431-20,431-100%$3.3M———
Moneta Group Investment Advisors LLC
N/A—19,623-19,623-100%$3.2M———
Franklin Resources Inc
N/A—19,437-19,437-100%$3.2M———
Pathstone Holdings, LLC
N/A—19,285-19,285-100%$3.2M———
AE Wealth Management LLC
N/A—18,769-18,769-100%$3.1M———
Arax Advisory Partners
N/A—18,695-18,695-100%$3.1M———
Cascade Financial Partners, LLC
N/A—18,500-18,500-100%$3.0M———
Renaissance Technologies LLC
N/A—18,200-18,200-100%$3.0M———
MAI Capital Management
N/A—17,884-17,884-100%$2.9M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—17,323-17,323-100%$2.8M———
Arkadios Wealth Advisors
N/A—17,219-17,219-100%$2.8M———
Perennial Investment Advisors, LLC
N/A—16,866-16,866-100%$2.8M———
Coldstream Capital Management Inc
N/A—16,819-16,819-100%$2.8M———
Icon Wealth Advisors, LLC
N/A—16,638-16,638-100%$2.7M———
Regal Investment Advisors LLC
N/A—15,604-15,604-100%$2.6M———
Snowden Capital Advisors LLC
N/A—15,409-15,409-100%$2.5M———
1ST Source Bank
N/A—14,560-14,560-100%$2.4M———
Sequoia Financial Advisors, LLC
N/A—14,464-14,464-100%$2.4M———
Mayflower Financial Advisors, LLC
N/A—13,967-13,967-100%$2.3M———
Nepc LLC
N/A—13,905-13,905-100%$2.3M———
Tiaa Trust, National Association
N/A—13,825-13,825-100%$2.3M———
Bluespring Wealth Management, LLC
N/A—13,795-13,795-100%$2.3M———
Boulder Wealth Advisors, LLC
N/A—13,661-13,661-100%$2.2M———
BlueStem Wealth Partners, LLC
N/A—13,602-13,602-100%$2.2M———
Jones Financial Companies Lllp
N/A—13,524-13,524-100%$2.2M———
AQR Capital Management LLC
N/A—13,499-13,499-100%$2.2M———
Noble Wealth Partners LLC
N/A—13,474-13,474-100%$2.2M———
O'shaughnessy Asset Management, LLC
N/A—13,181-13,181-100%$2.2M———
Tower Research Capital LLC (TRC)
N/A—13,017-13,017-100%$2.1M———
Mendel Capital Management LLC
N/A—12,652-12,652-100%$2.1M———
WIT, LLC
N/A—12,474-12,474-100%$2.0M———
Blair William & Co
N/A—12,143-12,143-100%$2.0M———
World Investment Advisors
N/A—12,115-12,115-100%$1.7M———
Global Retirement Partners, LLC
N/A—11,675-11,675-100%$1.9M———
Bogart Wealth, LLC
N/A—10,798-10,798-100%$1.8M———
Smartleaf Asset Management LLC
N/A—10,649-10,649-100%$1.7M———
Baird Financial Group, Inc.
N/A—10,240-10,240-100%$1.7M———
WNY Asset Management, LLC
N/A—10,134-10,134-100%$1.7M———
Transcend Capital Advisors, LLC
N/A—10,075-10,075-100%$1.6M———
Kickstand Ventures, Llc.
N/A—9,843-9,843-100%$1.6M———
Bessemer Group Inc
N/A—9,834-9,834-100%$1.6M———
Shared Vision Wealth Group LLC
N/A—9,789-9,789-100%$1.6M———
Wealthgarden F.S. LLC
N/A—9,222-9,222-100%$1.5M———
JMG Financial Group, Ltd.
N/A—9,141-9,141-100%$1.5M———
KilterHowling LLC
N/A—8,753-8,753-100%$1.4M———
Advisors Capital Management, LLC
N/A—8,734-8,734-100%$1.4M———
Modern Wealth Management, LLC
N/A—8,581-8,581-100%$1.4M———
Rehmann Capital Advisory Group
N/A—8,531-8,531-100%$1.4M———
Quantinno Capital Management LP
N/A—8,425-8,425-100%$1.4M———
Stephens Inc
N/A—8,400-8,400-100%$1.4M———
Wealth Alliance, LLC
N/A—8,336-8,336-100%$1.4M———
Keystone Financial Services
N/A—8,281-8,281-100%$1.4M———
Headlands Technologies LLC
N/A—8,132-8,132-100%$1.3M———
Axis Wealth Partners, LLC
N/A—7,919-7,919-100%$1.3M———
Savvy Advisors, Inc.
N/A—7,709-7,709-100%$1.3M———
Cresset Asset Management, LLC
N/A—7,140-7,140-100%$1.2M———
Retirement Capital Strategies
N/A—6,973-6,973-100%$1.1M———
Dunhill Financial, LLC
N/A—6,914-6,914-100%$1.1M———
Vanguard Advisers Inc
N/A—6,651-6,651-100%$1.1M———
Fiduciary Counselling Inc
N/A—6,645-6,645-100%$1.1M———
Brookwood Investment Group LLC
N/A—6,639-6,639-100%$1.1M———
M&T Bank Corp
N/A—6,548-6,548-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—6,426-6,426-100%$1.1M———
Ballentine Partners, LLC
N/A—6,351-6,351-100%$1.0M———
CI Investments Inc.
N/A—6,300-6,300-100%$1.0M———
Glenmede Trust Co NA
N/A—6,280-6,280-100%$1.0M———
Waverly Advisors, LLC
N/A—6,115-6,115-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—6,026-6,026-100%$986.3K———
Whittier Trust Co
N/A—5,944-5,944-100%$980.6K———
Cornerstone Financial Group, LLC
N/A—5,826-5,826-100%$953.6K———
Western Wealth Management, LLC
N/A—5,753-5,753-100%$941.5K———
Manning & Napier Advisors LLC
N/A—5,718-5,718-100%$935.9K———
Vident Advisory, LLC
N/A—5,710-5,710-100%$934.6K———
First Trust Advisors LP
N/A—5,630-5,630-100%$921.4K———
IFG Advisory, LLC
N/A—5,585-5,585-100%$914.0K———
Front Row Advisors LLC
N/A—5,549-5,549-100%$937.9K———
Theory Financial LLC
N/A—5,505-5,505-100%$901.0K———
LifePlan Investment Advisors, Inc.
N/A—5,498-5,498-100%$899.9K———
Becker Capital Management Inc
N/A—5,489-5,489-100%$898.4K———
GTS Securities LLC
N/A—5,436-5,436-100%$889.7K———
Kingsview Wealth Management, LLC
N/A—5,428-5,428-100%$888.4K———
Keel Point, LLC
N/A—5,412-5,412-100%$885.8K———
XTX Topco Ltd
N/A—5,215-5,215-100%$853.5K———
NewEdge Wealth, LLC
N/A—5,214-5,214-100%$853.4K———
Principal Securities, Inc.
N/A—5,181-5,181-100%$848.0K———
GTS Financial, LLC
N/A—5,064-5,064-100%$685.2K———
Chatterton & Associates Inc.
N/A—4,929-4,929-100%$813.3K———
Main Street Financial Solutions, LLC
N/A—4,905-4,905-100%$802.8K———
D. E. Shaw & Co., Inc.
N/A—4,882-4,882-100%$799.0K———
Belpointe Asset Management LLC
N/A—4,765-4,765-100%$780.2K———
Two Sigma Securities, LLC
N/A—4,755-4,755-100%$778.3K———
Basecamp Wealth Advisors LLC
N/A—4,660-4,660-100%$762.6K———
Forefront Wealth Partners, LLC
N/A—4,624-4,624-100%$756.8K———
EQ LLC
N/A—4,599-4,599-100%$752.7K———
Capasso Planning Partners LLC
N/A—4,435-4,435-100%$725.9K———
Foundations Investment Advisors, LLC
N/A—4,424-4,424-100%$724.1K———
Independent Advisor Alliance
N/A—4,405-4,405-100%$721.0K———
WealthCollab, LLC
N/A—4,311-4,311-100%$705.6K———
RWA Wealth Partners, LLC
N/A—4,243-4,243-100%$694.5K———
WealthShield Partners, LLC
N/A—4,234-4,234-100%$693.0K———
Capital Analysts, LLC
N/A—4,212-4,212-100%$690.0K———
Metis Global Partners, LLC
N/A—4,204-4,204-100%$688.1K———
Veridan Wealth LLC
N/A—4,129-4,129-100%$675.9K———
Legacy Wealth Managment, LLC
N/A—4,092-4,092-100%$669.7K———
Bartlett & Co. Wealth Management LLC
N/A—4,027-4,027-100%$659.1K———
Great Valley Advisor Group, Inc.
N/A—4,004-4,004-100%$655.0K———
Osborne Partners Capital Management, LLC
N/A—3,972-3,972-100%$650.1K———
Commerce Bank
N/A—3,941-3,941-100%$645.0K———
Odyssey Group, LLC
N/A—3,916-3,916-100%$640.9K———
IHT Wealth Management, LLC
N/A—3,860-3,860-100%$631.7K———
Ancora Advisors LLCA
N/A—3,824-3,824-100%$625.9K———
Venturi Wealth Management, LLC
N/A—3,774-3,774-100%$617.7K———
Godfrey Financial Associates, Inc.
N/A—3,747-3,747-100%$613.3K———
Destination Wealth Management
N/A—3,745-3,745-100%$612.9K———
Financial Gravity Companies, Inc.
N/A—3,686-3,686-100%$603.3K———
Libra Wealth LLC
N/A—3,653-3,653-100%$597.9K———
Sovereign Financial Group, Inc.
N/A—3,630-3,630-100%$594.1K———
CIBC Bancorp USA Inc.
N/A—3,590-3,590-100%$587.6K———
Alpha Capital Advisors Inc
N/A—3,538-3,538-100%$579.1K———
Proactive Wealth Strategies LLC
N/A—3,497-3,497-100%$572.4K———
Napier Financial, LLC
N/A—3,460-3,460-100%$566.3K———
Curtis Wealth Management LLC
N/A—3,414-3,414-100%$558.7K———
Caprock Group, LLC
N/A—3,384-3,384-100%$553.9K———
Johnson Investment Counsel Inc
N/A—3,324-3,324-100%$544.0K———
Stock Yards Bank & Trust Co
N/A—3,257-3,257-100%$533.1K———
J. Mark Nickell & Co.
N/A—3,246-3,246-100%$531.3K———
Range Advisory, LLC
N/A—3,225-3,225-100%$527.9K———
Smithfield Trust Co
N/A—3,149-3,149-100%$516.0K———
Precision Wealth Strategies, LLC
N/A—3,149-3,149-100%$515.4K———
Summit Financial, LLC
N/A—3,106-3,106-100%$508.4K———
Vision Retirement, LLC
N/A—3,056-3,056-100%$500.2K———
Farmers National Bank
N/A—2,932-2,932-100%$479.9K———
UBS Asset Management Americas LLC
N/A—2,884-2,884-100%$472.0K———
American Money Management, LLC
N/A—2,852-2,852-100%$466.8K———
Freestone Capital Holdings, LLC
N/A—2,820-2,820-100%$461.5K———
Barnes Wealth Management Group, Inc
N/A—2,819-2,819-100%$461.4K———
NerdWallet Wealth Partners, LLC
N/A—2,800-2,800-100%$458.3K———
Quent Capital, LLC
N/A—2,797-2,797-100%$457.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,784-2,784-100%$455.7K———
Essex Financial Services, Inc.
N/A—2,783-2,783-100%$455.4K———
Fort Point Capital Partners LLC
N/A—2,780-2,780-100%$455.0K———
Cary Street Partners Financial LLC
N/A—2,603-2,603-100%$426.0K———
Pallas Capital Advisors LLC
N/A—2,463-2,463-100%$403.1K———
Novare Capital Management LLC
N/A—2,455-2,455-100%$401.8K———
Argent Trust Co
N/A—2,429-2,429-100%$397.6K———
Aspen Wealth Strategies, LLC
N/A—2,397-2,397-100%$392.3K———
Susquehanna International Group, LLP
N/A—2,376-2,376-100%$388.9K———
Whalerock Point Partners, LLC
N/A—2,306-2,306-100%$377.4K———
Bellwether Advisors, LLC
N/A—2,288-2,288-100%$374.5K———
Northstar Financial Companies, Inc.
N/A—2,278-2,278-100%$372.8K———
Sound View Wealth Advisors Group, LLC
N/A—2,270-2,270-100%$371.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,224-2,224-100%$364.0K———
Oxinas Partners, LLC
N/A—2,219-2,219-100%$363.2K———
5T Wealth, LLC
N/A—2,214-2,214-100%$362.4K———
Vermillion & White Wealth Management Group, LLC
N/A—2,211-2,211-100%$361.9K———
Burling Wealth Partners, LLC
N/A—2,200-2,200-100%$360.1K———
Davis R M Inc
N/A—2,194-2,194-100%$359.1K———
Advyzon Investment Management, LLC
N/A—2,141-2,141-100%$350.4K———
Fortis Capital Advisors, LLC
N/A—2,131-2,131-100%$348.9K———
Vertex Planning Partners, LLC
N/A—2,107-2,107-100%$344.9K———
Cape COD Five Cents Savings Bank
N/A—2,102-2,102-100%$344.0K———
Pine Valley Investments Ltd Liability Co
N/A—2,083-2,083-100%$340.9K———
Transamerica Financial Advisors, LLC
N/A—2,058-2,058-100%$336.9K———
Geneos Wealth Management Inc.
N/A—2,057-2,057-100%$336.6K———
Nuveen, LLC
N/A—2,053-2,053-100%$336.0K———
Wrapmanager Inc
N/A—2,024-2,024-100%$331.3K———
Panoramic Investment Advisors, LLC
N/A—2,006-2,006-100%$328.3K———
Seascape Capital Management
N/A—1,998-1,998-100%$327.0K———
Note Advisors, LLC
N/A—1,974-1,974-100%$323.1K———
Callan Family Office, LLC
N/A—1,968-1,968-100%$322.1K———
Legacy Financial Group LLC
N/A—1,968-1,968-100%$322.1K———
Drucker Wealth 3.0, LLC
N/A—1,920-1,920-100%$314.2K———
Invesco Ltd.
N/A—1,892-1,892-100%$309.7K———
Chesapeake Wealth Management
N/A—1,865-1,865-100%$305.2K———
Financial Engines Advisors L.L.C.
N/A—1,856-1,856-100%$303.8K———
Cadia Private Client LLC
N/A—1,850-1,850-100%$302.8K———
SageView Advisory Group, LLC
N/A—1,842-1,842-100%$301.4K———
North Star Asset Management Inc
N/A—1,819-1,819-100%$297.7K———
Kintra Wealth, LLC
N/A—1,812-1,812-100%$309.0K———
Advisory Alpha, LLC
N/A—1,760-1,760-100%$288.1K———
Liberty Wealth Management LLC
N/A—1,737-1,737-100%$245.6K———
Haverford Trust Co
N/A—1,711-1,711-100%$280.0K———
Motco
N/A—1,708-1,708-100%$279.5K———
M3 Advisory Group, LLC
N/A—1,694-1,694-100%$277.3K———
Francis Financial, Inc.
N/A—1,691-1,691-100%$276.8K———
Vestmark Advisory Solutions, Inc.
N/A—1,672-1,672-100%$273.7K———
Kovack Advisors, Inc.
N/A—1,649-1,649-100%$270.1K———
Founders Financial Alliance, LLC
N/A—1,643-1,643-100%$268.9K———
Hopwood Nicholas Hunter
N/A—1,623-1,623-100%$265.7K———
TD Capital Management LLC
N/A—1,615-1,615-100%$264.4K———
QRG Capital Management, Inc.
N/A—1,613-1,613-100%$264.0K———
Stratos Investment Management, LLC
N/A—1,558-1,558-100%$255.0K———
Bragg Financial Advisors, Inc
N/A—1,530-1,530-100%$250.4K———
Vantus Wealth LLC
N/A—1,484-1,484-100%$242.9K———
Arcadia Wealth Management, Inc.
N/A—1,441-1,441-100%$235.9K———
Ameritas Advisory Services, LLC
N/A—1,420-1,420-100%$232.4K———
Brand Asset Management Group, Inc.
N/A—1,408-1,408-100%$230.4K———
Madison Wealth Partners, Inc
N/A—1,375-1,375-100%$225.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,368-1,368-100%$223.0K———
Novus Advisors, LLC
N/A—1,337-1,337-100%$218.8K———
Qube Research & Technologies Ltd
N/A—1,331-1,331-100%$217.8K———
Rothschild Wealth LLC
N/A—1,322-1,322-100%$216.4K———
Element Wealth, LLC
N/A—1,315-1,315-100%$215.2K———
Neuberger Berman Group LLC
N/A—1,305-1,305-100%$213.6K———
Guardian Wealth Advisors, LLC / NC
N/A—1,289-1,289-100%$211.0K———
Wealthquest Corp
N/A—1,277-1,277-100%$209.0K———
Plum Street Advisors, LLC
N/A—1,275-1,275-100%$208.7K———
Rollins Financial Advisors, LLC
N/A—1,268-1,268-100%$207.5K———
Coign Capital Advisors LLC
N/A—1,249-1,249-100%$204.4K———
Bank of Hawaii
N/A—1,241-1,241-100%$203.1K———
PAX Financial Group, LLC
N/A—1,230-1,230-100%$201.3K———
Valtrion Capital Management, LLC
N/A—1,226-1,226-100%$200.7K———
Strategic Wealth Partners, Ltd.
N/A—1,215-1,215-100%$198.9K———
Huntington National Bank
N/A—1,023-1,023-100%$167.4K———
CVA Family Office, LLC
N/A—1,002-1,002-100%$164.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,000-1,000-100%$163.7K———
BFC Planning, Inc.
N/A—860-860-100%$140.7K———
BOK Financial Private Wealth, Inc.
N/A—849-849-100%$139.0K———
Bank of the Bluegrass & Trust Co.
N/A—796-796-100%$132.8K———
Continuum Advisory, LLC
N/A—742-742-100%$121.4K———
New Republic Capital, LLC
N/A—719-719-100%$117.7K———
Forum Finance Group S.A.
N/A—660-660-100%$87———
Bravera Wealth
N/A—591-591-100%$96.7K———
Federation des caisses Desjardins du Quebec
N/A—568-568-100%$92.9K———
Nalls Sherbakoff Group, LLC
N/A—550-550-100%$90.0K———
Timbuktu Capital Management, LLC
N/A—547-547-100%$89.5K———
Brown Brothers Harriman & Co
N/A—510-510-100%$83.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—491-491-100%$80.4K———
GW&K Investment Management, LLC
N/A—469-469-100%$77.0K———
Investors Portfolio Services LLC
N/A—462-462-100%$75.6K———
National Bank of Canada
N/A—442-442-100%$72.3K———
EFG International AG
N/A—382-382-100%$62.5K———
Glen Eagle Advisors, LLC
N/A—282-282-100%$46.2K———
Caitlin John, LLC
N/A—247-247-100%$40.4K———
Kilter Group LLC
N/A—232-232-100%$38.0K———
Highland Investment Advisors LLC
N/A—203-203-100%$33.2K———
Ameriflex Group, Inc.
N/A—192-192-100%$31.4K———
Keating Financial Advisory Services, Inc.
N/A—187-187-100%$30.6K———
Proffitt & Goodson Inc
N/A—183-183-100%$30.0K———
Security National Bank of Sioux City Iowa
N/A—153-153-100%$25.0K———
Bernard Wealth Management Corp.
N/A—140-140-100%$22.9K———
Benson Wealth Management Inc
N/A—134-134-100%$21.9K———
Rothschild Investment LLC
N/A—132-132-100%$21.6K———
JPL Wealth Management, LLC
N/A—119-119-100%$19.5K———
Raffa Wealth Management, LLC
N/A—109-109-100%$17.8K———
Wiser Advisor Group LLC
N/A—64-64-100%$10.5K———
FAS Wealth Partners, Inc.
N/A—62-62-100%$10.1K———
Caldwell Sutter Capital, Inc.
N/A—58-58-100%$9.5K———
Hantz Financial Services, Inc.
N/A—52-52-100%$9———
Fiduciary Financial Advisors
N/A—49-49-100%$8.0K———
Atlantic Union Bankshares Corp
N/A—48-48-100%$7.9K———
Synergy Investment Management, LLC
N/A—35-35-100%$5.7K———
ST Germain D J Co Inc
N/A—29-29-100%$4.7K———
Colonial Trust Advisors
N/A—27-27-100%$4.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—23-23-100%$3.8K———
Glassman Wealth Services
N/A—17-17-100%$2.8K———
Financial Life Planners
N/A—7-7-100%$1.2K———
Showing 905 of 905 institutions