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JPMorgan Equity Premium Inco (JEPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares3,517,983 from 3,912,766
Change-394,783 (-10%)
Value$197.8M (-$23.2M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares3,397,321 from 2,819,530
Change+577,791 (+20%)
Value$191.0M (+$31.8M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares2,397,277 from 2,319,514
Change+77,763 (+3%)
Value$134.8M (+$3.8M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,099,658 from 1,886,983
Change+212,675 (+11%)
Value$118.0K (-$106.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares2,048,222 from 2,036,649
Change+11,573 (+1%)
Value$115.2M (+$121.1K)
Filed 2026-11-02
Hamilton Capital, LLC
INCREASED
Shares1,498,024 from 1,458,926
Change+39,098 (+3%)
Value$84.2M (+$1.8M)
Filed 2026-10-08
Traynor Capital Management, Inc.
INCREASED
Shares1,071,302 from 1,044,284
Change+27,018 (+3%)
Value$60.2M (+$1.2M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares1,029,601 from 911,781
Change+117,820 (+13%)
Value$57.9M (+$6.4M)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares970,665 from 858,562
Change+112,103 (+13%)
Value$54.6M (+$6.1M)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares908,600 from 963,150
Change-54,550 (-6%)
Value$51.1M (-$3.3M)
Filed 2026-10-30
Nottingham Advisors, Inc.
INCREASED
Shares830,011 from 720,889
Change+109,122 (+15%)
Value$46.5M (-$1.5M)
Filed 2026-10-29
First Financial Bank - Trust Division
INCREASED
Shares754,758 from 731,100
Change+23,658 (+3%)
Value$42.4M (+$1.1M)
Filed 2026-10-01
Oakworth Capital, Inc.
DECREASED
Shares742,932 from 761,974
Change-19,042 (-2%)
Value$41.8M (-$1.1M)
Filed 2026-10-26
Pinnacle Associates LTD
INCREASED
Shares731,398 from 728,737
Change+2,661 (+0%)
Value$41.1M (-$39.9K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares666,640 from 650,697
Change+15,943 (+2%)
Value$37.5M (+$727.2K)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares661,625 from 40,125
Change+621,500 (+1549%)
Value$37.2M (+$34.9M)
Filed 2026-11-04
Horizon Advisory Services, Inc.
INCREASED
Shares655,793 from 643,054
Change+12,739 (+2%)
Value$36.9M (+$548.9K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares654,235 from 623,950
Change+30,285 (+5%)
Value$37.1M (+$1.7M)
Filed 2026-10-13
Foguth Wealth Management, Llc.
DECREASED
Shares632,098 from 998,741
Change-366,643 (-37%)
Value$36.1M (-$20.3M)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares617,808 from 277,579
Change+340,229 (+123%)
Value$34.7M (+$19.1M)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares614,823 from 862,892
Change-248,069 (-29%)
Value$34.6M (-$14.2M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares607,865 from 542,338
Change+65,527 (+12%)
Value$34.2M (+$3.5M)
Filed 2026-11-04
Bokf, NA
INCREASED
Shares597,070 from 527,355
Change+69,715 (+13%)
Value$33.6M (+$3.8M)
Filed 2026-10-27
Brookstone Capital Management
DECREASED
Shares592,354 from 840,573
Change-248,219 (-30%)
Value$33.3M (-$14.2M)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares582,131 from 551,241
Change+30,890 (+6%)
Value$32.7M (+$1.6M)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares535,255 from 516,205
Change+19,050 (+4%)
Value$30.1M (+$936.8K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares530,459 from 503,990
Change+26,469 (+5%)
Value$29.8M (+$1.4M)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares517,187 from 461,348
Change+55,839 (+12%)
Value$29.1M (+$3.0M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares509,959 from 524,142
Change-14,183 (-3%)
Value$28.7M (-$933.6K)
Filed 2026-10-20
Wagner Wealth Management, LLC
INCREASED
Shares503,656 from 482,619
Change+21,037 (+4%)
Value$28.3M (+$1.1M)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares493,015 from 518,469
Change-25,454 (-5%)
Value$27.7M (-$1.6M)
Filed 2026-10-22
Rational Advisors, Inc.
DECREASED
Shares492,400 from 499,379
Change-6,979 (-1%)
Value$27.7M (-$522.2K)
Filed 2026-11-02
Orrstown Financial Services Inc
INCREASED
Shares470,051 from 443,484
Change+26,567 (+6%)
Value$26.4M (+$1.4M)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares436,686 from 428,862
Change+7,824 (+2%)
Value$24.6M (+$328.3K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares436,282 from 444,524
Change-8,242 (-2%)
Value$24.5M (-$578.9K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares417,659 from 415,889
Change+1,770 (+0%)
Value$23.5M (-$8.6K)
Filed 2026-11-03
TigerOak Management, L.L.C.
INCREASED
Shares388,148 from 386,664
Change+1,484 (+0%)
Value$21.8M (-$17.1K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares387,123 from 67,863
Change+319,260 (+470%)
Value$21.8M (+$17.9M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares384,033 from 378,385
Change+5,648 (+1%)
Value$21.6M (+$219.2K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares379,765 from 358,114
Change+21,651 (+6%)
Value$21.4M (+$1.1M)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares375,828 from 423,847
Change-48,019 (-11%)
Value$21.6M (-$2.3M)
Filed 2026-11-04
Cornerstone Enterprises, LLC
DECREASED
Shares366,180 from 567,410
Change-201,230 (-35%)
Value$20.6M (-$11.5M)
Filed 2026-10-15
Beacon Financial Advisory LLC
DECREASED
Shares356,045 from 360,022
Change-3,977 (-1%)
Value$20.0M (-$317.2K)
Filed 2026-10-16
Rezny Wealth Management, Inc.
DECREASED
Shares353,739 from 354,274
Change-535 (0%)
Value$19.9M (-$122.2K)
Filed 2026-10-15
Arrow Financial Corp
INCREASED
Shares346,877 from 307,394
Change+39,483 (+13%)
Value$19.5M (+$2.1M)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares338,376 from 346,290
Change-7,914 (-2%)
Value$19.0M (-$534.9K)
Filed 2026-11-05
Columbus Macro, LLC
INCREASED
Shares335,079 from 313,169
Change+21,910 (+7%)
Value$18.8M (+$1.2M)
Filed 2026-10-14
Tenzing Financial LLC
INCREASED
Shares333,207 from 313,229
Change+19,978 (+6%)
Value$19.0M (+$1.2M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares325,834 from 251,534
Change+74,300 (+30%)
Value$18.4M (+$4.2M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares324,112 from 391,298
Change-67,186 (-17%)
Value$18.2M (-$3.9M)
Filed 2026-11-05
Steele Capital Management, Inc.
INCREASED
Shares307,650 from 293,175
Change+14,475 (+5%)
Value$17.3M (+$737.5K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares305,779 from 362,108
Change-56,329 (-16%)
Value$17.2M (-$3.3M)
Filed 2026-10-07
Farther Finance Advisors, LLC
INCREASED
Shares302,533 from 203,620
Change+98,913 (+49%)
Value$17.0M (+$5.5M)
Filed 2026-10-08
Americana Partners, LLC
DECREASED
Shares295,357 from 300,653
Change-5,296 (-2%)
Value$16.6M (-$376.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares291,577 from 216,817
Change+74,760 (+34%)
Value$16.4M (+$4.1M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares290,617 from 382,036
Change-91,419 (-24%)
Value$16.5M (-$5.0M)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares289,205 from 276,346
Change+12,859 (+5%)
Value$16.3M (+$651.1K)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
INCREASED
Shares283,765 from 262,598
Change+21,167 (+8%)
Value$16.0M (+$1.1M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares273,771 from 240,849
Change+32,922 (+14%)
Value$15.4M (+$1.8M)
Filed 2026-10-21
Advisors Management Group Inc
DECREASED
Shares273,745 from 277,689
Change-3,944 (-1%)
Value$15.4M (-$294.0K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares269,510 from 366,544
Change-97,034 (-26%)
Value$15.2M (-$5.6M)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares268,165 from 256,056
Change+12,109 (+5%)
Value$15.1M (+$614.2K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares266,978 from 280,366
Change-13,388 (-5%)
Value$15.0M (-$825.6K)
Filed 2026-11-02
Appleton Partners Inc
DECREASED
Shares265,571 from 266,226
Change-655 (0%)
Value$14.9K (-$15.0M)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares263,565 from 261,762
Change+1,803 (+1%)
Value$14.8M (+$33.3K)
Filed 2026-10-22
Fagan Associates, Inc.
DECREASED
Shares261,279 from 269,887
Change-8,608 (-3%)
Value$14.7M (-$554.1K)
Filed 2026-10-13
Prentice Wealth Management LLC
INCREASED
Shares258,768 from 251,390
Change+7,378 (+3%)
Value$14.5M (+$349.4K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares258,660 from 237,900
Change+20,760 (+9%)
Value$14.5M (+$1.1M)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares258,351 from 253,551
Change+4,800 (+2%)
Value$14.5M (+$204.0K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares255,524 from 251,958
Change+3,566 (+1%)
Value$14.4M (+$135.0K)
Filed 2026-10-26
Floyd Financial Group LLC
DECREASED
Shares249,353 from 254,043
Change-4,690 (-2%)
Value$14.2M (-$178.1K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
INCREASED
Shares249,162 from 245,018
Change+4,144 (+2%)
Value$14.0M (+$169.3K)
Filed 2026-10-21
Patten & Patten Inc
DECREASED
Shares247,803 from 258,510
Change-10,707 (-4%)
Value$13.9M (-$669.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares240,504 from 292,360
Change-51,856 (-18%)
Value$13.7M (-$2.8M)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares234,652 from 197,548
Change+37,104 (+19%)
Value$13.2M (+$2.0M)
Filed 2026-10-21
Decker Retirement Planning Inc.
INCREASED
Shares229,723 from 193,043
Change+36,680 (+19%)
Value$12.9M (+$2.0M)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares227,730 from 223,130
Change+4,600 (+2%)
Value$12.8K (-$12.6M)
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares224,966 from 423,919
Change-198,953 (-47%)
Value$12.6M (-$11.3M)
Filed 2026-11-04
IVC Wealth Advisors LLC
INCREASED
Shares224,548 from 223,038
Change+1,510 (+1%)
Value$12.6M (+$26.9K)
Filed 2026-10-23
St. Clair Advisors, LLC
DECREASED
Shares219,956 from 226,145
Change-6,189 (-3%)
Value$12.4M (-$406.8K)
Filed 2026-10-13
Power Wealth Management LLC
INCREASED
Shares215,532 from 198,717
Change+16,815 (+8%)
Value$12.1M (+$893.7K)
Filed 2026-10-27
Financial Guidance Group, Inc.
DECREASED
Shares214,667 from 218,014
Change-3,347 (-2%)
Value$12.1M (-$244.9K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares211,878 from 204,117
Change+7,761 (+4%)
Value$11.9M (+$333.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares209,158 from 208,492
Change+666 (+0%)
Value$11.8M (-$16.8K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares203,108 from 178,262
Change+24,846 (+14%)
Value$11.4M (+$1.4M)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares199,068 from 229,937
Change-30,869 (-13%)
Value$11.2M (-$1.8M)
Filed 2026-10-13
ADG Wealth Management Group, LLC
INCREASED
Shares196,772 from 191,834
Change+4,938 (+3%)
Value$11.1M (+$227.8K)
Filed 2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares195,739 from 195,739
Change0 (0%)
Value$11.1M ($0)
Filed 2026-11-03
First Hawaiian Bank
INCREASED
Shares192,819 from 186,472
Change+6,347 (+3%)
Value$10.8M (+$308.3K)
Filed 2026-10-14
Cassia Capital Partners, LLC
INCREASED
Shares192,531 from 186,743
Change+5,788 (+3%)
Value$10.8M (+$276.8K)
Filed 2026-11-04
MBA Advisors LLC
INCREASED
Shares192,407 from 188,376
Change+4,031 (+2%)
Value$10.8M (+$177.6K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED
Shares190,470 from 187,367
Change+3,103 (+2%)
Value$10.7M (+$127.6K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares188,166 from 153,744
Change+34,422 (+22%)
Value$10.6M (+$1.9M)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED
Shares186,164 from 177,479
Change+8,685 (+5%)
Value$10.5M (+$442.1K)
Filed 2026-11-03
Fermata Advisors, LLC
DECREASED
Shares185,394 from 240,393
Change-54,999 (-23%)
Value$10.4M (-$3.2M)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares185,249 from 169,687
Change+15,562 (+9%)
Value$10.4M (+$830.8K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares183,969 from 175,115
Change+8,854 (+5%)
Value$10.4M (+$509.7K)
Filed 2026-10-28
Montis Financial, LLC
INCREASED
Shares183,242 from 180,176
Change+3,066 (+2%)
Value$10.3M (+$125.5K)
Filed 2026-11-04
Cambridge Advisors Inc.
INCREASED
Shares182,373 from 181,433
Change+940 (+1%)
Value$10.3M (+$5.7K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares179,860
Change+179,860
Value$10.1M
Filed 2026-10-14
Hunter Associates Investment Management LLC
INCREASED
Shares178,116 from 166,377
Change+11,739 (+7%)
Value$10.0K (-$9.4M)
Filed 2026-10-26
Courier Capital LLC
DECREASED
Shares176,960 from 203,714
Change-26,754 (-13%)
Value$9.9M (-$1.6M)
Filed 2026-10-19
Allen Capital Group, LLC
DECREASED
Shares176,444 from 216,664
Change-40,220 (-19%)
Value$9.9M (-$2.3M)
Filed 2026-10-27
Eastern Bank
INCREASED
Shares171,764 from 170,656
Change+1,108 (+1%)
Value$9.7M (+$17.9K)
Filed 2026-10-05
Koshinski Asset Management, Inc.
INCREASED
Shares171,303 from 167,985
Change+3,318 (+2%)
Value$9.6M (+$142.9K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares170,707 from 167,848
Change+2,859 (+2%)
Value$9.6M (+$117.1K)
Filed 2026-10-29
Smart Wealth LLC
INCREASED
Shares169,991 from 143,327
Change+26,664 (+19%)
Value$9.6M (+$1.5M)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares169,947 from 114,039
Change+55,908 (+49%)
Value$9.6M (+$3.1M)
Filed 2026-10-28
Scott Capital Advisors, LLC
INCREASED
Shares168,595 from 162,601
Change+5,994 (+4%)
Value$9.5M (+$333.5K)
Filed 2026-10-13
DeDora Capital, Inc.
INCREASED
Shares165,861 from 159,611
Change+6,250 (+4%)
Value$9.3M (+$309.9K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares165,782 from 180,844
Change-15,062 (-8%)
Value$9.3M (-$893.8K)
Filed 2026-10-13
Curtis Advisory Group, LLC
DECREASED
Shares165,745 from 191,292
Change-25,547 (-13%)
Value$9.3M (-$1.5M)
Filed 2026-10-28
Oasis Advisors, LLC
INCREASED
Shares162,867 from 67,470
Change+95,397 (+141%)
Value$9.2M (+$5.3M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares159,129 from 146,434
Change+12,695 (+9%)
Value$8.9M (+$675.6K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares159,083 from 158,461
Change+622 (+0%)
Value$8.9M (-$6.2K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares157,775 from 318,695
Change-160,920 (-50%)
Value$8.9M (-$9.1M)
Filed 2026-10-28
Fairway Wealth LLC
INCREASED
Shares157,217 from 152,703
Change+4,514 (+3%)
Value$8.8M (+$214.1K)
Filed 2026-10-30
Sulzberger Capital Advisors, Inc.
INCREASED
Shares155,302 from 146,306
Change+8,996 (+6%)
Value$8.7M (+$467.7K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
INCREASED
Shares152,628 from 147,147
Change+5,481 (+4%)
Value$8.6M (+$269.9K)
Filed 2026-10-27
MCF Advisors LLC
DECREASED
Shares152,389 from 188,450
Change-36,061 (-19%)
Value$8.6M (-$2.1M)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares149,812 from 129,123
Change+20,689 (+16%)
Value$8.4M (+$1.1M)
Filed 2026-10-23
Wincap Financial LLC
INCREASED
Shares147,441 from 108,719
Change+38,722 (+36%)
Value$8.3M (+$2.1M)
Filed 2026-10-20
High Net Worth Advisory Group LLC
DECREASED
Shares147,195 from 147,628
Change-433 (0%)
Value$8.3M (-$62.7K)
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares143,433 from 165,553
Change-22,120 (-13%)
Value$8.2M (-$1.2M)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares141,282 from 150,205
Change-8,923 (-6%)
Value$7.9M (-$527.6K)
Filed 2026-11-02
Fiduciary Family Office, LLC
DECREASED
Shares140,552 from 156,548
Change-15,996 (-10%)
Value$7.9M (-$940.0K)
Filed 2026-11-04
KFG Wealth Management, LLC
INCREASED
Shares137,191 from 121,768
Change+15,423 (+13%)
Value$7.7M (+$835.4K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares133,510 from 144,285
Change-10,775 (-7%)
Value$7.5M (-$643.3K)
Filed 2026-10-19
Turn8 Private Wealth Inc.
INCREASED
Shares132,061 from 129,107
Change+2,954 (+2%)
Value$7.4M (+$31.0K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares131,738 from 129,883
Change+1,855 (+1%)
Value$7.4M (+$70.6K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares130,585 from 139,974
Change-9,389 (-7%)
Value$7.3M (-$564.2K)
Filed 2026-11-04
Beam Wealth Advisors, Inc.
INCREASED
Shares129,871 from 111,463
Change+18,408 (+17%)
Value$7.3M (+$1.0M)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares128,885 from 127,988
Change+897 (+1%)
Value$7.2M (+$17.2K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares126,783 from 134,823
Change-8,040 (-6%)
Value$7.1M (-$487.1K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
DECREASED
Shares125,574 from 130,776
Change-5,202 (-4%)
Value$7.1M (-$368.3K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares123,828
Change+123,828
Value$6.9M
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares122,908 from 119,192
Change+3,716 (+3%)
Value$6.9M (+$177.9K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares121,154 from 86,798
Change+34,356 (+40%)
Value$6.8M (+$1.9M)
Filed 2026-10-28
Mayfair Advisory Group, LLC
DECREASED
Shares120,396 from 123,132
Change-2,736 (-2%)
Value$6.8M (-$225.3K)
Filed 2026-10-20
Aureum Wealth Management, LLC
INCREASED
Shares119,393 from 117,157
Change+2,236 (+2%)
Value$6.7M (+$95.3K)
Filed 2026-10-15
Investment Partners Asset Management, Inc.
INCREASED
Shares117,538 from 114,098
Change+3,440 (+3%)
Value$6.6M (+$163.7K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED
Shares116,984 from 119,983
Change-2,999 (-2%)
Value$6.6M (-$199.8K)
Filed 2026-10-14
Penney Financial, LLC
INCREASED
Shares115,965 from 100,261
Change+15,704 (+16%)
Value$6.5M (+$856.8K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares115,943
Change+115,943
Value$6.5M
Filed 2026-11-04
J. Team Financial, Inc.
INCREASED
Shares115,754 from 97,071
Change+18,683 (+19%)
Value$6.5M (+$1.0M)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
DECREASED
Shares115,537 from 117,271
Change-1,734 (-1%)
Value$6.5M (-$128.0K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares114,739 from 116,375
Change-1,636 (-1%)
Value$6.5M (-$122.2K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares114,351 from 414,559
Change-300,208 (-72%)
Value$6.4M (-$17.0M)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares113,425 from 106,114
Change+7,311 (+7%)
Value$6.4M (+$383.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares113,139 from 3,918
Change+109,221 (+2788%)
Value$6.4M (+$6.1M)
Filed 2026-10-07
Community Financial Services Group, LLC
DECREASED
Shares112,973 from 117,545
Change-4,572 (-4%)
Value$6.3M (-$278.0K)
Filed 2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED
Shares111,932 from 105,369
Change+6,563 (+6%)
Value$6.3M (+$341.6K)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares111,863 from 107,068
Change+4,795 (+4%)
Value$6.4M (+$339.4K)
Filed 2026-10-16
Mission Wealth Management, LP
INCREASED
Shares111,252 from 93,263
Change+17,989 (+19%)
Value$6.3M (+$987.1K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares110,708 from 76,285
Change+34,423 (+45%)
Value$6.2M (+$1.9M)
Filed 2026-10-29
Blue Water Asset Management
INCREASED
Shares110,009 from 107,520
Change+2,489 (+2%)
Value$6.2M (+$111.9K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
DECREASED
Shares108,824 from 117,781
Change-8,957 (-8%)
Value$6.1M (-$534.2K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares108,713 from 114,678
Change-5,965 (-5%)
Value$6.1M (-$365.2K)
Filed 2026-10-21
Vivid Wealth Management, LLC
DECREASED
Shares108,112 from 109,173
Change-1,061 (-1%)
Value$6.1M (-$88.1K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares107,896 from 81,743
Change+26,153 (+32%)
Value$6.1M (+$1.5M)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares107,770 from 95,438
Change+12,332 (+13%)
Value$6.1M (+$668.5K)
Filed 2026-10-20
S&A Financial Services, Inc.
INCREASED
Shares107,414 from 94,713
Change+12,701 (+13%)
Value$6.0M (+$689.3K)
Filed 2026-11-03
Milestone Asset Management, LLC
INCREASED
Shares107,269 from 107,221
Change+48 (+0%)
Value$6.0M (-$25.2K)
Filed 2026-10-15
Eagle Bluffs Wealth Management LLC
INCREASED
Shares106,447 from 102,284
Change+4,163 (+4%)
Value$6.0M (+$207.5K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares104,054 from 110,034
Change-5,980 (-5%)
Value$5.8M (-$364.8K)
Filed 2026-10-30
Vavra Capital Management, LLC
INCREASED
Shares104,041 from 89,993
Change+14,048 (+16%)
Value$5.8M (+$766.4K)
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares104,026 from 98,934
Change+5,092 (+5%)
Value$5.8M (+$260.5K)
Filed 2026-10-30
Saxony Capital Management, LLC
DECREASED
Shares103,725 from 114,858
Change-11,133 (-10%)
Value$5.8M (-$655.7K)
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares103,535 from 111,071
Change-7,536 (-7%)
Value$5.8M (-$452.6K)
Filed 2026-10-28
Bauman Advisory Group, LLC
INCREASED
Shares103,461 from 98,124
Change+5,337 (+5%)
Value$5.8M (+$274.5K)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares102,843 from 139,896
Change-37,053 (-26%)
Value$5.8M (-$2.1M)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares101,235 from 100,115
Change+1,120 (+1%)
Value$5.7M (+$36.9K)
Filed 2026-10-22
Base Wealth Management LLC
DECREASED
Shares98,846 from 100,404
Change-1,558 (-2%)
Value$5.6M (-$113.7K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares98,793 from 93,290
Change+5,503 (+6%)
Value$5.6M (+$285.1K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares98,637 from 96,503
Change+2,134 (+2%)
Value$5.5M (+$94.9K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares97,976 from 53,429
Change+44,547 (+83%)
Value$5.5M (+$2.5M)
Filed 2026-10-28
Centurion Wealth Management LLC
DECREASED
Shares97,802 from 100,301
Change-2,499 (-2%)
Value$5.5M (-$166.6K)
Filed 2026-10-13
Thrive Capital Management, LLC
INCREASED
Shares97,719 from 86,034
Change+11,685 (+14%)
Value$5.5M (+$634.5K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares97,377 from 80,304
Change+17,073 (+21%)
Value$5.5M (+$938.9K)
Filed 2026-10-23
Snider Financial Group
INCREASED
Shares97,334 from 92,400
Change+4,934 (+5%)
Value$5.5M (+$253.3K)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares95,906 from 115,465
Change-19,559 (-17%)
Value$5.5M (-$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares95,906 from 115,465
Change-19,559 (-17%)
Value$5.5M (-$1.1M)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares95,011 from 114,877
Change-19,866 (-17%)
Value$5.3M (-$1.1M)
Filed 2026-10-01
Clark Wealth Partners
INCREASED
Shares94,336 from 90,809
Change+3,527 (+4%)
Value$5.3M (+$174.7K)
Filed 2026-10-19
Kingstone Capital Partners Texas, LLC
INCREASED
Shares91,704 from 85,199
Change+6,505 (+8%)
Value$5.2M (+$343.6K)
Filed 2026-11-03
Ulland Investment Advisors, LLC
DECREASED
Shares91,673 from 91,995
Change-322 (0%)
Value$5.2K (-$42)
Filed 2026-10-13
Retirement Guys Formula LLC
INCREASED
Shares90,036 from 83,530
Change+6,506 (+8%)
Value$5.1M (+$344.1K)
Filed 2026-10-26
Childress Capital Advisors, LLC
DECREASED
Shares89,957 from 117,031
Change-27,074 (-23%)
Value$5.1M (-$1.6M)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares89,611 from 80,906
Change+8,705 (+11%)
Value$5.0M (+$468.4K)
Filed 2026-11-05
Integrated Financial Solutions, Inc.
INCREASED
Shares89,295 from 86,245
Change+3,050 (+4%)
Value$5.0M (+$149.0K)
Filed 2026-10-09
Flagstar Securities, Inc
INCREASED
Shares89,080 from 86,517
Change+2,563 (+3%)
Value$5.0M (+$121.5K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares89,036 from 78,821
Change+10,215 (+13%)
Value$5.0M (+$553.8K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares85,634 from 102,686
Change-17,052 (-17%)
Value$4.8M (-$985.4K)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares85,556 from 80,521
Change+5,035 (+6%)
Value$4.8M (+$288.5K)
Filed 2026-10-13
SkyOak Wealth, LLC
INCREASED
Shares85,326 from 78,136
Change+7,190 (+9%)
Value$4.8M (+$383.9K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares85,204 from 84,011
Change+1,193 (+1%)
Value$4.8M (+$45.2K)
Filed 2026-10-13
Henderson Brothers Financial Partners, LLC
INCREASED
Shares84,916 from 75,586
Change+9,330 (+12%)
Value$4.8M (+$504.9K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares84,856 from 78,706
Change+6,150 (+8%)
Value$4.8M (+$325.3K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED
Shares83,098 from 105,425
Change-22,327 (-21%)
Value$4.7M (-$1.3M)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares83,068 from 75,536
Change+7,532 (+10%)
Value$4.7K (-$4.3M)
Filed 2026-10-26
Windsor Capital Management, LLC
INCREASED
Shares81,345 from 79,364
Change+1,981 (+3%)
Value$4.6M (+$90.7K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares80,422 from 76,226
Change+4,196 (+6%)
Value$4.5M (+$149.8K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
DECREASED
Shares80,292 from 83,881
Change-3,589 (-4%)
Value$4.5M (-$223.6K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares80,266 from 79,641
Change+625 (+1%)
Value$4.5M (+$14.4K)
Filed 2026-10-16
JSF Financial, LLC
INCREASED
Shares79,565 from 76,473
Change+3,092 (+4%)
Value$4.5M (+$153.9K)
Filed 2026-10-22
Solutions 4 Wealth, Ltd
INCREASED
Shares79,291 from 59,336
Change+19,955 (+34%)
Value$4.5M (+$1.1M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares79,190 from 88,282
Change-9,092 (-10%)
Value$4.5M (-$534.1K)
Filed 2026-11-04
TrustBank
DECREASED
Shares78,710 from 82,691
Change-3,981 (-5%)
Value$4.4M (-$245.3K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares78,654 from 69,132
Change+9,522 (+14%)
Value$4.4M (+$517.3K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED
Shares78,501 from 77,627
Change+874 (+1%)
Value$4.4M (+$29.0K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED
Shares77,503 from 71,089
Change+6,414 (+9%)
Value$4.4M (+$342.1K)
Filed 2026-10-19
Semus Wealth Partners LLC
INCREASED
Shares76,872 from 75,807
Change+1,065 (+1%)
Value$4.3M (+$40.2K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
INCREASED
Shares76,517 from 75,481
Change+1,036 (+1%)
Value$4.3M (+$38.6K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
INCREASED
Shares76,338 from 75,535
Change+803 (+1%)
Value$4.3M (+$25.5K)
Filed 2026-10-09
21 West Wealth Management LLC
DECREASED
Shares75,732 from 76,754
Change-1,022 (-1%)
Value$4.3M (-$77.4K)
Filed 2026-10-13
Marino, Stram & Associates LLC
INCREASED
Shares75,061 from 70,104
Change+4,957 (+7%)
Value$4.2M (+$260.4K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
DECREASED
Shares74,784 from 75,293
Change-509 (-1%)
Value$4.2M (-$48.2K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares74,146 from 71,955
Change+2,191 (+3%)
Value$4.2M (+$104.5K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares72,959 from 65,547
Change+7,412 (+11%)
Value$4.1M (+$386.5K)
Filed 2026-10-13
Princeton Global Asset Management LLC
INCREASED
Shares72,528 from 72,079
Change+449 (+1%)
Value$4.1M (+$6.5K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares72,160 from 54,935
Change+17,225 (+31%)
Value$4.1M (+$954.1K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares71,230 from 65,652
Change+5,578 (+9%)
Value$4.0M (+$296.5K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares69,983 from 66,208
Change+3,775 (+6%)
Value$3.9M (+$195.0K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares68,472 from 73,972
Change-5,500 (-7%)
Value$3.8M (-$328.5K)
Filed 2026-11-04
Grantvest Financial Group LLC
DECREASED
Shares67,755 from 72,285
Change-4,530 (-6%)
Value$3.8M (-$273.5K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares66,868 from 65,628
Change+1,240 (+2%)
Value$3.8M (+$52.6K)
Filed 2026-10-23
Private Client Services, LLC
DECREASED
Shares65,708 from 73,191
Change-7,483 (-10%)
Value$3.7M (-$439.8K)
Filed 2026-10-02
Redmond Asset Management, LLC
INCREASED
Shares65,350 from 42,795
Change+22,555 (+53%)
Value$3.7M (+$1.3M)
Filed 2026-10-27
Taylor Securities Services, Inc.
INCREASED
Shares64,835 from 35,852
Change+28,983 (+81%)
Value$3.6M (+$1.6M)
Filed 2026-10-20
J2 Capital Management Inc
INCREASED
Shares64,511 from 61,550
Change+2,961 (+5%)
Value$3.6M (+$150.5K)
Filed 2026-10-19
Herold Advisors, Inc.
INCREASED
Shares64,424 from 62,700
Change+1,724 (+3%)
Value$3.6M (+$86.7K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
NEW
Shares64,316
Change+64,316
Value$3.6M
Filed 2026-10-29
BG Investment Services, LLC
INCREASED
Shares63,593 from 52,079
Change+11,514 (+22%)
Value$3.6M (+$633.8K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED
Shares63,346 from 108,085
Change-44,739 (-41%)
Value$3.6M (-$2.5M)
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares62,365 from 57,069
Change+5,296 (+9%)
Value$3.5M (+$298.4K)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
DECREASED
Shares62,340 from 62,799
Change-459 (-1%)
Value$3.5M (-$42.1K)
Filed 2026-10-21
Chapin Davis, Inc.
INCREASED
Shares62,050 from 59,829
Change+2,221 (+4%)
Value$3.5M (+$109.4K)
Filed 2026-10-09
Fortress Financial Solutions, LLC
NEW
Shares62,048
Change+62,048
Value$3.5M
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
INCREASED
Shares61,607 from 60,946
Change+661 (+1%)
Value$3.5M (+$21.3K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares61,454 from 63,599
Change-2,145 (-3%)
Value$3.5M (-$137.1K)
Filed 2026-11-05
Financial Management Network Inc
INCREASED
Shares61,202 from 60,281
Change+921 (+2%)
Value$3.4M (+$24.5K)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares61,115 from 60,176
Change+939 (+2%)
Value$3.4M (+$37.1K)
Filed 2026-10-14
Centennial Advisors, LLC
INCREASED
Shares61,106 from 59,634
Change+1,472 (+2%)
Value$3.4M (+$67.2K)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares60,009 from 55,981
Change+4,028 (+7%)
Value$3.4M (+$211.9K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares59,747 from 94,690
Change-34,943 (-37%)
Value$3.4M (-$2.0M)
Filed 2026-10-15
Innovative Wealth Building LLC
INCREASED
Shares59,378 from 55,531
Change+3,847 (+7%)
Value$3.3M (+$201.8K)
Filed 2026-10-14
Financially Speaking Inc
NEW
Shares58,544
Change+58,544
Value$3.3M
Filed 2026-11-05
Tempus Wealth Planning, LLC
DECREASED
Shares58,458 from 58,552
Change-94 (0%)
Value$3.3M (-$20.5K)
Filed 2026-10-14
M Holdings Securities, Inc.
DECREASED
Shares58,221 from 59,006
Change-785 (-1%)
Value$3.3K (-$3.3M)
Filed 2026-11-03
LJI Wealth Management, LLC
INCREASED
Shares57,697 from 50,146
Change+7,551 (+15%)
Value$3.2M (+$411.5K)
Filed 2026-10-28
Cap Partners, LLC
DECREASED
Shares57,166 from 57,371
Change-205 (0%)
Value$3.2M (-$26.4K)
Filed 2026-10-19
Lewis Asset Management, LLC
DECREASED
Shares57,148 from 61,477
Change-4,329 (-7%)
Value$3.2M (-$259.4K)
Filed 2026-10-14
First Premier Bank
DECREASED
Shares56,290 from 61,156
Change-4,866 (-8%)
Value$3.2K (-$289)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares55,372 from 60,810
Change-5,438 (-9%)
Value$3.1M (-$321.5K)
Filed 2026-10-19
LexAurum Advisors, LLC
DECREASED
Shares54,556 from 56,007
Change-1,451 (-3%)
Value$3.1M (-$96.2K)
Filed 2026-10-19
Ellis Investment Partners, LLC
DECREASED
Shares54,471 from 60,477
Change-6,006 (-10%)
Value$3.1M (-$353.4K)
Filed 2026-10-21
Studio Investment Management LLC
INCREASED
Shares54,263 from 54,050
Change+213 (+0%)
Value$3.1M (-$2.1K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares52,982 from 51,848
Change+1,134 (+2%)
Value$3.0M (+$50.3K)
Filed 2026-10-27
Principle Wealth Partners LLC
DECREASED
Shares52,821 from 72,467
Change-19,646 (-27%)
Value$3.0M (-$1.1M)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares52,818 from 46,505
Change+6,313 (+14%)
Value$3.0M (+$342.8K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares52,724 from 51,240
Change+1,484 (+3%)
Value$3.0K (-$2.9M)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares52,626 from 44,087
Change+8,539 (+19%)
Value$3.0M (+$468.6K)
Filed 2026-10-08
Alterna Wealth Management, Inc
DECREASED
Shares52,450 from 53,253
Change-803 (-2%)
Value$2.9M (-$59.0K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares52,324 from 51,666
Change+658 (+1%)
Value$2.9M (+$23.6K)
Filed 2026-11-02
United Advisor Group, LLC
DECREASED
Shares52,145 from 58,917
Change-6,772 (-11%)
Value$2.9M (-$396.1K)
Filed 2026-11-03
Keeler Thomas Management LLC
INCREASED
Shares51,709 from 51,005
Change+704 (+1%)
Value$2.9M (+$26.3K)
Filed 2026-10-29
Verdence Capital Advisors LLC
NEW
Shares51,598
Change+51,598
Value$2.9M
Filed 2026-10-26
Ring Mountain Capital, LLC
INCREASED
Shares51,268 from 48,039
Change+3,229 (+7%)
Value$2.9M (+$169.0K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares50,911 from 40,626
Change+10,285 (+25%)
Value$2.9M (+$567.7K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares50,876 from 52,507
Change-1,631 (-3%)
Value$2.9M (-$105.3K)
Filed 2026-10-08
FMA Wealth Management, LLC
INCREASED
Shares49,976 from 48,880
Change+1,096 (+2%)
Value$2.8M (+$48.9K)
Filed 2026-10-21
Ehrlich Financial Group
DECREASED
Shares49,635 from 53,363
Change-3,728 (-7%)
Value$2.8M (-$223.5K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares49,241 from 2,407
Change+46,834 (+1946%)
Value$2.8M (+$2.6M)
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares49,110 from 53,453
Change-4,343 (-8%)
Value$2.8M (-$258.1K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares48,917 from 48,515
Change+402 (+1%)
Value$2.8M (+$10.0K)
Filed 2026-10-09
Integras Partners LLC
INCREASED
Shares48,553 from 47,211
Change+1,342 (+3%)
Value$2.7M (+$63.2K)
Filed 2026-10-30
Guardian Financial Partners, LLC
INCREASED
Shares48,461 from 47,385
Change+1,076 (+2%)
Value$2.7M (+$48.2K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares48,244 from 69,767
Change-21,523 (-31%)
Value$2.7M (-$1.2M)
Filed 2026-10-19
Imc-Chicago, LLC
NEW
Shares48,118
Change+48,118
Value$2.7M
Filed 2026-11-05
Guilbault Capital LLC
INCREASED
Shares47,941 from 43,591
Change+4,350 (+10%)
Value$2.7M (+$233.2K)
Filed 2026-10-28
Sage Capital Management, LLC
INCREASED
Shares47,815 from 46,355
Change+1,460 (+3%)
Value$2.7M (+$69.9K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares47,775 from 51,742
Change-3,967 (-8%)
Value$2.7M (-$236.5K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares47,338 from 45,155
Change+2,183 (+5%)
Value$2.7M (+$111.0K)
Filed 2026-10-08
Worth Asset Management, LLC
INCREASED
Shares47,293 from 40,251
Change+7,042 (+18%)
Value$2.7M (+$385.4K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
DECREASED
Shares47,176 from 50,583
Change-3,407 (-7%)
Value$2.7M (-$178.8K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares46,277 from 46,509
Change-232 (0%)
Value$2.6M (-$25.1K)
Filed 2026-10-06
Bell Bank
INCREASED
Shares46,242 from 43,557
Change+2,685 (+6%)
Value$2.6M (+$139.6K)
Filed 2026-10-21
Rahlfs Capital, LLC
INCREASED
Shares46,197 from 44,092
Change+2,105 (+5%)
Value$2.6M (+$106.9K)
Filed 2026-10-23
Red Mountain Financial, LLC
INCREASED
Shares46,196 from 43,809
Change+2,387 (+5%)
Value$2.6M (+$122.8K)
Filed 2026-11-03
Vicus Capital
DECREASED
Shares45,976 from 46,043
Change-67 (0%)
Value$2.6M (-$15.8K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
INCREASED
Shares45,835 from 44,650
Change+1,185 (+3%)
Value$2.6M (+$55.0K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
NEW
Shares45,734
Change+45,734
Value$2.6M
Filed 2026-10-14
GFS Advisors, LLC
UNCHANGED
Shares45,680 from 45,680
Change0 (0%)
Value$2.6M (+$1.6M)
Filed 2026-11-03
Plan Group Financial, LLC
INCREASED
Shares45,666 from 24,314
Change+21,352 (+88%)
Value$2.6M (+$1.2M)
Filed 2026-10-22
Harbor Investment Advisory, LLC
DECREASED
Shares45,363 from 46,866
Change-1,503 (-3%)
Value$2.6M (-$96.7K)
Filed 2026-10-13
Tompkins Financial Corp
INCREASED
Shares45,131 from 44,958
Change+173 (+0%)
Value$2.5M (-$2.0K)
Filed 2026-10-05
Benchmark Financial, LLC
INCREASED
Shares45,035 from 41,396
Change+3,639 (+9%)
Value$2.5M (+$193.8K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares44,901 from 59,495
Change-14,594 (-25%)
Value$2.5M (-$835.9K)
Filed 2026-10-21
Triumph Capital Management
DECREASED
Shares44,890 from 45,894
Change-1,004 (-2%)
Value$2.5M (-$68.4K)
Filed 2026-10-14
4J Wealth Management LLC
DECREASED
Shares44,486 from 44,718
Change-232 (-1%)
Value$2.5M (-$24.7K)
Filed 2026-11-02
Mcdonald Partners LLC
DECREASED
Shares44,376 from 45,855
Change-1,479 (-3%)
Value$2.5M (-$95.1K)
Filed 2026-11-03
Kelly Financial Services LLC
DECREASED
Shares43,942 from 48,256
Change-4,314 (-9%)
Value$2.5M (-$255.1K)
Filed 2026-10-20
3Edge Asset Management, LP
DECREASED
Shares43,420 from 58,302
Change-14,882 (-26%)
Value$2.4M (-$851.8K)
Filed 2026-10-30
Rockport Wealth LLC
INCREASED
Shares43,181 from 42,836
Change+345 (+1%)
Value$2.4M (+$8.2K)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares43,118 from 5,517
Change+37,601 (+682%)
Value$2.4M (+$2.1M)
Filed 2026-10-20
Ergawealth Advisors, Inc.
DECREASED
Shares43,066 from 44,255
Change-1,189 (-3%)
Value$2.4M (-$78.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares42,982 from 41,251
Change+1,731 (+4%)
Value$2.4M (+$86.6K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares42,547 from 46,316
Change-3,769 (-8%)
Value$2.4M (-$223.9K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares42,397 from 38,966
Change+3,431 (+9%)
Value$2.4M (+$182.7K)
Filed 2026-10-26
Mosley Wealth Management
DECREASED
Shares42,224 from 46,010
Change-3,786 (-8%)
Value$2.4M (-$185.2K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
DECREASED
Shares41,601 from 54,539
Change-12,938 (-24%)
Value$2.3M (-$741.6K)
Filed 2026-11-02
Whipplewood Advisors, LLC
INCREASED
Shares41,116 from 38,554
Change+2,562 (+7%)
Value$2.3M (+$134.0K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares40,962 from 52,249
Change-11,287 (-22%)
Value$2.3M (-$648.1K)
Filed 2026-10-13
J.Safra Asset Management Corp
INCREASED
Shares40,656 from 36,737
Change+3,919 (+11%)
Value$2.3M (+$210.7K)
Filed 2026-11-03
Triton Wealth Management, Pllc
INCREASED
Shares40,612 from 36,838
Change+3,774 (+10%)
Value$2.3M (+$254.3K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares40,476 from 34,044
Change+6,432 (+19%)
Value$2.3M (+$352.8K)
Filed 2026-10-23
Gill Capital Partners, LLC
DECREASED
Shares40,167 from 41,640
Change-1,473 (-4%)
Value$2.3M (-$93.6K)
Filed 2026-10-13
PMG Family Office LLC
DECREASED
Shares39,868 from 40,432
Change-564 (-1%)
Value$2.2M (-$42.2K)
Filed 2026-10-19
Whalen Wealth Management Inc.
DECREASED
Shares39,414 from 88,772
Change-49,358 (-56%)
Value$2.2M (-$2.8M)
Filed 2026-10-08
Miramontes Capital, LLC
DECREASED
Shares39,363 from 40,380
Change-1,017 (-3%)
Value$2.2M (-$67.6K)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares38,816 from 34,721
Change+4,095 (+12%)
Value$2.2M (+$221.2K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
DECREASED
Shares38,630 from 43,761
Change-5,131 (-12%)
Value$2.2M (-$299.8K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares38,628 from 7,366
Change+31,262 (+424%)
Value$2.2M (+$1.8M)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares38,565
Change+38,565
Value$2.2M
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares37,937 from 40,724
Change-2,787 (-7%)
Value$2.1M (-$167.3K)
Filed 2026-10-20
Richmond Investment Services, LLC
INCREASED
Shares37,813 from 30,378
Change+7,435 (+24%)
Value$2.1M (+$410.0K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
INCREASED
Shares37,739 from 35,552
Change+2,187 (+6%)
Value$2.1M (+$113.7K)
Filed 2026-10-22
Columbia Bank
INCREASED
Shares37,563 from 33,724
Change+3,839 (+11%)
Value$2.1M (+$207.1K)
Filed 2026-10-29
Helium Advisors LLC
DECREASED
Shares37,362 from 39,470
Change-2,108 (-5%)
Value$2.1M (-$128.8K)
Filed 2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED
Shares37,210 from 35,306
Change+1,904 (+5%)
Value$2.1M (+$97.9K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares37,114 from 43,657
Change-6,543 (-15%)
Value$2.1M (-$379.2K)
Filed 2026-10-08
Patten Group, Inc.
DECREASED
Shares36,461 from 58,555
Change-22,094 (-38%)
Value$2.0M (-$1.3M)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares36,454 from 38,557
Change-2,103 (-5%)
Value$2.0M (-$128.3K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares36,197 from 34,091
Change+2,106 (+6%)
Value$2.0M (+$109.5K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares36,141
Change+36,141
Value$2.0M
Filed 2026-10-14
Integral Investment Advisors, Inc.
DECREASED
Shares36,049 from 36,105
Change-56 (0%)
Value$2.0M (-$12.5K)
Filed 2026-11-03
Bay Capital Advisors, LLC
DECREASED
Shares35,989 from 45,085
Change-9,096 (-20%)
Value$2.0M (-$523.1K)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares35,957 from 36,611
Change-654 (-2%)
Value$2.0M (-$46.3K)
Filed 2026-10-28
Boyum Wealth Architects LLC
DECREASED
Shares35,901 from 36,231
Change-330 (-1%)
Value$2.0M (-$42.4K)
Filed 2026-10-06
Walkner Condon Financial Advisors LLC
DECREASED
Shares35,475 from 46,239
Change-10,764 (-23%)
Value$2.0M (-$617.2K)
Filed 2026-11-02
Frontier Asset Management, LLC
DECREASED
Shares35,236 from 40,130
Change-4,894 (-12%)
Value$2.0M (-$285.6K)
Filed 2026-10-28
Simplex Trading, LLC
DECREASED
Shares34,787 from 40,084
Change-5,297 (-13%)
Value$2.0M (-$308.2K)
Filed 2026-11-04
Sheets Smith Wealth Management
DECREASED
Shares34,191 from 37,684
Change-3,493 (-9%)
Value$1.9M (-$206.2K)
Filed 2026-10-16
Somerset Trust Co
INCREASED
Shares34,184 from 32,765
Change+1,419 (+4%)
Value$1.9M (+$71.3K)
Filed 2026-10-13
Seek First Inc.
NEW
Shares33,974
Change+33,974
Value$1.9M
Filed 2026-10-27
PDS Planning, Inc
DECREASED
Shares33,868 from 34,622
Change-754 (-2%)
Value$1.9M (-$51.4K)
Filed 2026-11-03
Tucker Asset Management LLC
DECREASED
Shares33,833 from 34,008
Change-175 (-1%)
Value$1.9M (-$18.7K)
Filed 2026-10-29
Wealth Effects LLC
DECREASED
Shares33,819 from 33,943
Change-124 (0%)
Value$1.9M (-$15.8K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares33,694 from 26,434
Change+7,260 (+27%)
Value$1.9M (+$401.3K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares33,434 from 36,545
Change-3,111 (-9%)
Value$1.9M (-$184.4K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
DECREASED
Shares32,973 from 38,176
Change-5,203 (-14%)
Value$1.9M (-$302.4K)
Filed 2026-11-05
Nordwand Advisors, LLC
UNCHANGED
Shares32,240 from 32,240
Change0 (0%)
Value$1.8M (-$8.4K)
Filed 2026-11-05
Mlp3, LLC
DECREASED
Shares32,129 from 33,271
Change-1,142 (-3%)
Value$1.8M (-$72.8K)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
INCREASED
Shares31,931 from 25,631
Change+6,300 (+25%)
Value$1.8M (+$347.5K)
Filed 2026-10-30
Gables Capital Management Inc.
INCREASED
Shares31,564 from 30,864
Change+700 (+2%)
Value$1.8M (+$31.3K)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares31,439 from 34,342
Change-2,903 (-8%)
Value$1.8M (+$1.8M)
Filed 2026-11-05
SFE Investment Counsel
DECREASED
Shares30,872 from 33,076
Change-2,204 (-7%)
Value$1.7M (-$132.5K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares30,606 from 11,406
Change+19,200 (+168%)
Value$1.7M (+$1.1M)
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares30,566 from 28,152
Change+2,414 (+9%)
Value$1.7M (+$128.4K)
Filed 2026-11-02
Main Line Retirement Advisors, LLC
INCREASED
Shares30,533 from 28,215
Change+2,318 (+8%)
Value$1.7M (+$123.0K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
DECREASED
Shares30,440 from 30,477
Change-37 (0%)
Value$1.7M (-$10.0K)
Filed 2026-10-09
Purus Wealth Management, LLC
DECREASED
Shares30,285 from 33,687
Change-3,402 (-10%)
Value$1.7M (-$200.0K)
Filed 2026-10-15
Perryman Financial Advisory Inc
DECREASED
Shares30,270 from 30,565
Change-295 (-1%)
Value$1.7M (-$24.5K)
Filed 2026-10-16
Flagship Private Wealth, LLC
INCREASED
Shares29,946 from 23,519
Change+6,427 (+27%)
Value$1.7M (+$355.2K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares29,919 from 28,159
Change+1,760 (+6%)
Value$1.7M (+$91.6K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares29,890 from 33,554
Change-3,664 (-11%)
Value$1.7M (-$201.2K)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares29,818 from 29,818
Change0 (0%)
Value$1.7M (-$7.8K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
DECREASED
Shares29,700 from 31,102
Change-1,402 (-5%)
Value$1.7M (-$86.9K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares29,683 from 19,808
Change+9,875 (+50%)
Value$1.7M (+$550.0K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares29,658 from 28,712
Change+946 (+3%)
Value$1.7M (+$45.8K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares29,563 from 24,209
Change+5,354 (+22%)
Value$1.7M (+$334.6K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares29,560 from 32,531
Change-2,971 (-9%)
Value$1.7M (-$175.5K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares29,346 from 31,644
Change-2,298 (-7%)
Value$1.6M (-$137.4K)
Filed 2026-11-03
Frederick Financial Consultants, LLC
INCREASED
Shares29,155 from 27,050
Change+2,105 (+8%)
Value$1.6M (+$111.3K)
Filed 2026-10-29
Prosperitas Financial LLC
INCREASED
Shares29,011 from 28,691
Change+320 (+1%)
Value$1.6M (+$10.5K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED
Shares28,958 from 43,605
Change-14,647 (-34%)
Value$1.6M (-$834.8K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares28,465 from 24,745
Change+3,720 (+15%)
Value$1.6M (+$204.7K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
DECREASED
Shares28,162 from 28,174
Change-12 (0%)
Value$1.6M (-$8.0K)
Filed 2026-11-05
Howard Wealth Management, LLC
INCREASED
Shares27,823 from 26,887
Change+936 (+3%)
Value$1.6M (+$45.7K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares27,806 from 27,917
Change-111 (0%)
Value$1.6M (-$13.5K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED
Shares27,668 from 23,242
Change+4,426 (+19%)
Value$1.6M (+$242.8K)
Filed 2026-10-16
DB&C Advisors, LLC
INCREASED
Shares27,583 from 27,384
Change+199 (+1%)
Value$1.6M (+$4.1K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
INCREASED
Shares27,515 from 23,990
Change+3,525 (+15%)
Value$1.5M (+$191.9K)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares27,498 from 27,227
Change+271 (+1%)
Value$1.5M (+$8.2K)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares27,260 from 28,886
Change-1,626 (-6%)
Value$1.5M (-$98.9K)
Filed 2026-10-30
Grant Private Wealth Management Inc
DECREASED
Shares26,988 from 31,946
Change-4,958 (-16%)
Value$1.5M (-$287.0K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares26,688 from 65,726
Change-39,038 (-59%)
Value$1.5M (-$2.2M)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares26,336 from 25,710
Change+626 (+2%)
Value$1.5M (+$28.5K)
Filed 2026-10-29
Milestone Asset Management Group, LLC
INCREASED
Shares26,185 from 22,503
Change+3,682 (+16%)
Value$1.5M (+$201.2K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares26,136 from 26,136
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Orgel Wealth Management, LLC
INCREASED
Shares25,907 from 24,209
Change+1,698 (+7%)
Value$1.5M (+$89.2K)
Filed 2026-10-14
Shum Financial Group, Inc.
INCREASED
Shares25,204 from 10,654
Change+14,550 (+137%)
Value$1.4M (+$815.2K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares24,872 from 23,064
Change+1,808 (+8%)
Value$1.4M (+$95.6K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
INCREASED
Shares24,736 from 24,079
Change+657 (+3%)
Value$1.4M (+$30.7K)
Filed 2026-11-02
Cascade Investment Group, Inc.
DECREASED
Shares24,643 from 25,323
Change-680 (-3%)
Value$1.4M (-$44.8K)
Filed 2026-10-13
Optima Capital LLC
INCREASED
Shares24,371 from 4,055
Change+20,316 (+501%)
Value$1.4M (+$1.1M)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED
Shares24,356 from 24,051
Change+305 (+1%)
Value$1.4M (+$11.0K)
Filed 2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares24,250 from 24,243
Change+7 (+0%)
Value$1.4M (-$6.0K)
Filed 2026-10-16
Unique Wealth, LLC
DECREASED
Shares24,232 from 36,677
Change-12,445 (-34%)
Value$1.4M (-$709.2K)
Filed 2026-10-16
Matisse Capital
DECREASED
Shares23,821 from 28,323
Change-4,502 (-16%)
Value$1.3M (-$260.4K)
Filed 2026-10-29
Mccarter Private Wealth Services LLC
INCREASED
Shares23,715 from 21,942
Change+1,773 (+8%)
Value$1.3M (+$94.0K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares23,607 from 21,033
Change+2,574 (+12%)
Value$1.3M (+$139.3K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED
Shares23,497 from 24,131
Change-634 (-3%)
Value$1.3M (-$41.9K)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares23,334 from 9,900
Change+13,434 (+136%)
Value$1.3M (+$752.7K)
Filed 2026-10-15
Code Waechter LLC
INCREASED
Shares23,157 from 21,912
Change+1,245 (+6%)
Value$1.3M (+$64.3K)
Filed 2026-10-23
Pacific Park Financial, Inc.
DECREASED
Shares23,136 from 23,718
Change-582 (-2%)
Value$1.3M (-$38.9K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares23,085 from 22,730
Change+355 (+2%)
Value$1.3M (+$5.9K)
Filed 2026-10-20
Trueblood Wealth Management, LLC
INCREASED
Shares22,751 from 22,395
Change+356 (+2%)
Value$1.3M (+$14.2K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares22,708 from 22,220
Change+488 (+2%)
Value$1.3M (+$21.7K)
Filed 2026-10-13
Rose Capital Advisors LLC
INCREASED
Shares22,656 from 13,100
Change+9,556 (+73%)
Value$1.3M (+$533.8K)
Filed 2026-11-04
Strategic Advisors LLC
INCREASED
Shares22,653 from 22,173
Change+480 (+2%)
Value$1.3M (+$21.2K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
DECREASED
Shares22,386 from 22,850
Change-464 (-2%)
Value$1.3M (-$32.0K)
Filed 2026-11-04
Meridian Financial Advisors, LLC
INCREASED
Shares22,123 from 21,988
Change+135 (+1%)
Value$1.2M (+$1.9K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares21,936 from 40,121
Change-18,185 (-45%)
Value$1.2M (-$1.0M)
Filed 2026-10-28
Cpwa, LLC
INCREASED
Shares21,876 from 20,642
Change+1,234 (+6%)
Value$1.2M (+$80.2K)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares21,815 from 20,057
Change+1,758 (+9%)
Value$1.2M (+$93.6K)
Filed 2026-11-03
Kestra Investment Management, LLC
DECREASED
Shares21,712 from 24,796
Change-3,084 (-12%)
Value$1.2M (-$179.8K)
Filed 2026-11-04
Elevation Wealth Management LLC
DECREASED
Shares21,464 from 21,542
Change-78 (0%)
Value$1.2M (-$10.0K)
Filed 2026-11-02
Soundwatch Capital LLC
INCREASED
Shares21,447 from 18,000
Change+3,447 (+19%)
Value$1.2M (+$186.5K)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares21,040 from 20,414
Change+626 (+3%)
Value$1.2M (+$29.9K)
Filed 2026-11-02
Wealthcare Capital Partners, LLC
INCREASED
Shares20,873 from 19,763
Change+1,110 (+6%)
Value$1.2M (+$57.3K)
Filed 2026-10-21
Argyle Capital Partners, LLC
INCREASED
Shares20,714 from 20,298
Change+416 (+2%)
Value$1.2M (+$18.1K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
DECREASED
Shares20,699 from 20,876
Change-177 (-1%)
Value$1.2M (-$15.4K)
Filed 2026-10-19
CPC Advisors, LLC
DECREASED
Shares20,654 from 22,261
Change-1,607 (-7%)
Value$1.2M (-$96.2K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED
Shares20,363 from 20,363
Change0 (0%)
Value$1.1M (-$5.3K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares20,269 from 17,576
Change+2,693 (+15%)
Value$1.1M (+$146.8K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares20,252 from 22,074
Change-1,822 (-8%)
Value$1.1M (-$108.2K)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
DECREASED
Shares19,987 from 129,091
Change-109,104 (-85%)
Value$1.1M (-$6.2M)
Filed 2026-10-15
NBT Bank, N.A.
INCREASED
Shares19,793 from 17,308
Change+2,485 (+14%)
Value$1.1M (+$135.2K)
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares19,714
Change+19,714
Value$1.1M
Filed 2026-10-14
Sage Financial Group Inc
NEW
Shares19,669
Change+19,669
Value$1.1M
Filed 2026-10-27
Verity Asset Management, Inc.
DECREASED
Shares19,490 from 23,197
Change-3,707 (-16%)
Value$1.1M (-$214.2K)
Filed 2026-10-30
Maia Wealth LLC
INCREASED
Shares19,330 from 18,984
Change+346 (+2%)
Value$1.1M (+$14.5K)
Filed 2026-10-19
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares19,100 from 19,100
Change0 (0%)
Value$1.1M (-$5.0K)
Filed 2026-10-20
Armor Investment Advisors, LLC
DECREASED
Shares18,810 from 21,509
Change-2,699 (-13%)
Value$1.1M (-$157.3K)
Filed 2026-10-27
Certior Financial Group, LLC
DECREASED
Shares18,772 from 19,243
Change-471 (-2%)
Value$1.1M (-$31.5K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares18,711 from 18,446
Change+265 (+1%)
Value$1.1M (+$10.1K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
INCREASED
Shares18,659 from 15,867
Change+2,792 (+18%)
Value$1.0M (+$152.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares18,617 from 15,735
Change+2,882 (+18%)
Value$1.0M (+$157.9K)
Filed 2026-10-20
Forteris Wealth Management Inc.
INCREASED
Shares18,268 from 16,460
Change+1,808 (+11%)
Value$1.0M (+$97.4K)
Filed 2026-10-13
Shepherd Financial Partners LLC
NEW
Shares18,266
Change+18,266
Value$1.0M
Filed 2026-11-03
Financial Security Advisor, Inc.
NEW
Shares18,265
Change+18,265
Value$1.0M
Filed 2026-11-03
Washington Trust Co
INCREASED
Shares17,760 from 12,891
Change+4,869 (+38%)
Value$998.5K (+$270.4K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares17,730 from 17,343
Change+387 (+2%)
Value$996.8K (+$17.3K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares17,669 from 17,774
Change-105 (-1%)
Value$993.4K (-$10.5K)
Filed 2026-10-29
Millennium Capital Advisors, LLC
DECREASED
Shares17,560 from 17,594
Change-34 (0%)
Value$987.2K (-$6.5K)
Filed 2026-10-16
Resonant Capital Advisors, LLC
DECREASED
Shares17,531 from 35,568
Change-18,037 (-51%)
Value$985.6K (-$1.0M)
Filed 2026-10-15
Aviance Capital Partners, LLC
DECREASED
Shares17,333 from 17,789
Change-456 (-3%)
Value$974.5K (-$30.3K)
Filed 2026-10-29
Cora Capital Advisors LLC
INCREASED
Shares17,324 from 14,849
Change+2,475 (+17%)
Value$974.0K (+$135.3K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares17,301 from 18,276
Change-975 (-5%)
Value$972.7K (-$59.6K)
Filed 2026-10-08
Winebrenner Capital Management LLC
DECREASED
Shares17,195 from 19,182
Change-1,987 (-10%)
Value$966.7K (-$116.7K)
Filed 2026-10-07
TPG Advisors LLC
INCREASED
Shares17,061 from 9,795
Change+7,266 (+74%)
Value$959.2K (+$405.9K)
Filed 2026-10-16
Private Wealth Partners, LLC
DECREASED
Shares17,001 from 17,002
Change-1 (0%)
Value$955.8K (-$4.5K)
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
DECREASED
Shares16,956 from 18,723
Change-1,767 (-9%)
Value$953.3K (-$104.2K)
Filed 2026-10-13
Transce3nd, LLC
INCREASED
Shares16,800 from 4,947
Change+11,853 (+240%)
Value$963.5K (+$682.7K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares16,799 from 15,212
Change+1,587 (+10%)
Value$944.4K (+$85.3K)
Filed 2026-11-05
Lighthouse Financial Services Inc
INCREASED
Shares16,763 from 14,635
Change+2,128 (+15%)
Value$942.4K (+$121.1K)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
INCREASED
Shares16,483 from 16,369
Change+114 (+1%)
Value$926.7K (+$2.2K)
Filed 2026-11-05
MRA Advisory Group
INCREASED
Shares16,341 from 16,313
Change+28 (+0%)
Value$918.7K (-$2.6K)
Filed 2026-10-07
Boyer Financial Services, Inc.
INCREASED
Shares16,246 from 3,883
Change+12,363 (+318%)
Value$913.4K (+$693.1K)
Filed 2026-10-23
Independence Asset Advisors, LLC
DECREASED
Shares16,118 from 23,867
Change-7,749 (-32%)
Value$906.1K (-$439.3K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares16,114 from 11,297
Change+4,817 (+43%)
Value$910.3K (+$272.2K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
DECREASED
Shares16,110 from 16,235
Change-125 (-1%)
Value$905.7K (-$11.2K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
DECREASED
Shares16,087 from 16,384
Change-297 (-2%)
Value$904.4K (-$21.0K)
Filed 2026-10-09
Tactive Advisors, LLC
DECREASED
Shares15,930 from 16,277
Change-347 (-2%)
Value$895.6K (-$23.7K)
Filed 2026-10-08
Putney Financial Group LLC
INCREASED
Shares15,828 from 10,572
Change+5,256 (+50%)
Value$889.9K (+$292.7K)
Filed 2026-10-30
Tranquility Partners, LLC
INCREASED
Shares15,602 from 15,447
Change+155 (+1%)
Value$877.2K (+$4.7K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares15,405 from 14,986
Change+419 (+3%)
Value$866.1K (+$19.7K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
INCREASED
Shares15,381 from 14,212
Change+1,169 (+8%)
Value$865 (+$62)
Filed 2026-10-27
Novem Group
DECREASED
Shares15,126 from 25,358
Change-10,232 (-40%)
Value$850.4K (-$581.8K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares15,076 from 15,013
Change+63 (+0%)
Value$847.6K (-$377)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares15,075 from 12,570
Change+2,505 (+20%)
Value$847.5K (+$137.6K)
Filed 2026-10-20
Marion Wealth Management
DECREASED
Shares15,001 from 15,366
Change-365 (-2%)
Value$843.4K (-$24.5K)
Filed 2026-10-22
Elevatus Welath Management
INCREASED
Shares15,000 from 14,713
Change+287 (+2%)
Value$843.3K (+$12.4K)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED
Shares14,682 from 14,641
Change+41 (+0%)
Value$837.8K (+$9.4K)
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares14,681 from 14,681
Change0 (0%)
Value$825.4K (-$3.8K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
INCREASED
Shares14,633 from 13,506
Change+1,127 (+8%)
Value$822.7K (+$59.9K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares14,492 from 14,936
Change-444 (-3%)
Value$814.8K (-$39.3K)
Filed 2026-10-30
Nilsine Partners, LLC
INCREASED
Shares14,470 from 3,870
Change+10,600 (+274%)
Value$813.5K (+$594.9K)
Filed 2026-11-02
Scheeler Financial LLC
NEW
Shares14,423
Change+14,423
Value$810.9K
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares14,355 from 12,683
Change+1,672 (+13%)
Value$807.1K (+$79.7K)
Filed 2026-10-26
Fairway Financial, LLC
DECREASED
Shares14,330 from 72,062
Change-57,732 (-80%)
Value$805.6K (-$3.3M)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares14,273 from 16,385
Change-2,112 (-13%)
Value$802.4K (-$123.0K)
Filed 2026-10-16
Strong Retirement Solutions LLC
INCREASED
Shares14,223 from 9,959
Change+4,264 (+43%)
Value$799.6K (+$237.1K)
Filed 2026-10-07
Cathy Pareto & Associates, Inc
DECREASED
Shares14,214 from 15,337
Change-1,123 (-7%)
Value$799.2K (-$67.1K)
Filed 2026-10-15
Fortune Financial Group, Inc.
INCREASED
Shares14,185 from 11,960
Change+2,225 (+19%)
Value$797.5K (+$122.0K)
Filed 2026-10-22
Mission Financial Group, LLC
DECREASED
Shares14,132 from 18,635
Change-4,503 (-24%)
Value$794.5K (-$258.0K)
Filed 2026-10-21
Independent Investors Inc
DECREASED
Shares14,051 from 14,251
Change-200 (-1%)
Value$789.9K (-$14.9K)
Filed 2026-10-30
Ebert Capital Management Inc.
NEW
Shares13,938
Change+13,938
Value$783.6K
Filed 2026-10-08
Sprinkle Financial Consultants LLC
NEW
Shares13,761
Change+13,761
Value$773.5K
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares13,755 from 13,492
Change+263 (+2%)
Value$773.3K (+$11.3K)
Filed 2026-11-02
Hofer & Associates. Inc
NEW
Shares13,708
Change+13,708
Value$770.7K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares13,708 from 13,614
Change+94 (+1%)
Value$770.7K (+$1.7K)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares13,705 from 11,052
Change+2,653 (+24%)
Value$770.5K (+$146.3K)
Filed 2026-11-04
Guided Capital Wealth Management, LLC
INCREASED
Shares13,447 from 11,986
Change+1,461 (+12%)
Value$756.0K (+$79.0K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares13,341 from 13,198
Change+143 (+1%)
Value$750.0K (+$4.6K)
Filed 2026-10-16
Integrated Wealth Management
INCREASED
Shares13,218 from 13,172
Change+46 (+0%)
Value$743.1K (-$793)
Filed 2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED
Shares13,204 from 12,493
Change+711 (+6%)
Value$742.3K (+$36.7K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares13,132 from 8,271
Change+4,861 (+59%)
Value$738.3K (+$271.2K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares12,967 from 10,745
Change+2,222 (+21%)
Value$729.0K (+$122.1K)
Filed 2026-10-07
Crumly & Associates Inc.
INCREASED
Shares12,965 from 12,155
Change+810 (+7%)
Value$728.9K (+$42.4K)
Filed 2026-10-07
Endowment Wealth Management, Inc.
INCREASED
Shares12,944 from 8,715
Change+4,229 (+49%)
Value$727.7K (+$235.5K)
Filed 2026-11-03
Plus Group Wealth Advisors LLC
INCREASED
Shares12,825 from 11,487
Change+1,338 (+12%)
Value$721.0K (+$72.3K)
Filed 2026-10-19
Entrewealth, LLC
NEW
Shares12,712
Change+12,712
Value$714.7K
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares12,674 from 11,643
Change+1,031 (+9%)
Value$713.5K (+$54.9K)
Filed 2026-11-03
TopTier Wealth Management, LLC
INCREASED
Shares12,665 from 12,490
Change+175 (+1%)
Value$712.0K (+$6.6K)
Filed 2026-10-16
Diversified Portfolios, Inc.
DECREASED
Shares12,598 from 13,036
Change-438 (-3%)
Value$708.3K (-$28.0K)
Filed 2026-11-04
Pacific Center for Financial Services
DECREASED
Shares12,596 from 154,440
Change-141,844 (-92%)
Value$708.2K (-$8.0M)
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares12,491 from 11,046
Change+1,445 (+13%)
Value$702.2K (+$78.4K)
Filed 2026-11-02
Elco Management Co., LLC
UNCHANGED
Shares12,475 from 12,475
Change0 (0%)
Value$701.3K (-$3.2K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares12,416 from 25,250
Change-12,834 (-51%)
Value$698.0K (-$728.1K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares12,357 from 23,113
Change-10,756 (-47%)
Value$694.7K (-$610.7K)
Filed 2026-11-05
Essential Investment Partners LLC
INCREASED
Shares12,317 from 7,853
Change+4,464 (+57%)
Value$692.5K (+$248.9K)
Filed 2026-10-27
Sterling Manor Financial, LLC
NEW
Shares12,291
Change+12,291
Value$691.0K
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares12,242 from 9,686
Change+2,556 (+26%)
Value$688.3K (+$141.2K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares12,227 from 8,833
Change+3,394 (+38%)
Value$687.4K (+$188.5K)
Filed 2026-11-03
Enzi Wealth
NEW
Shares12,113
Change+12,113
Value$689.6K
Filed 2026-10-14
Atlas Private Wealth Advisors
DECREASED
Shares12,099 from 14,019
Change-1,920 (-14%)
Value$680.2K (-$111.6K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares11,914 from 8,846
Change+3,068 (+35%)
Value$669.8K (+$170.2K)
Filed 2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED
Shares11,905 from 35,416
Change-23,511 (-66%)
Value$669.3K (-$1.3M)
Filed 2026-10-15
Autumn Glory Partners, LLC
DECREASED
Shares11,905 from 12,196
Change-291 (-2%)
Value$669.3K (-$19.5K)
Filed 2026-10-26
Accurate Wealth Management, LLC
DECREASED
Shares11,821 from 13,061
Change-1,240 (-9%)
Value$673.1K (-$67.2K)
Filed 2026-10-20
Landmark Wealth Management, LLC
INCREASED
Shares11,707 from 10,797
Change+910 (+8%)
Value$658.2K (+$48.4K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
DECREASED
Shares11,700 from 12,890
Change-1,190 (-9%)
Value$657.8K (-$70.3K)
Filed 2026-10-06
LVZ, Inc.
INCREASED
Shares11,691 from 11,648
Change+43 (+0%)
Value$657.3K (-$601)
Filed 2026-10-20
Southern Capital Services Inc
DECREASED
Shares11,527 from 14,039
Change-2,512 (-18%)
Value$648.1K (-$144.9K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares11,465 from 15,226
Change-3,761 (-25%)
Value$644.6K (-$215.4K)
Filed 2026-11-05
SevenBridge Financial Group, LLC
DECREASED
Shares11,418 from 13,351
Change-1,933 (-14%)
Value$655.0K (-$113.8K)
Filed 2026-10-26
Encompass More Asset Management
DECREASED
Shares11,396 from 15,610
Change-4,214 (-27%)
Value$640.7K (-$241.0K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares11,350 from 11,350
Change0 (0%)
Value$638.1K (-$3.0K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
INCREASED
Shares11,311 from 8,043
Change+3,268 (+41%)
Value$635.9K (+$181.6K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
INCREASED
Shares11,301 from 11,124
Change+177 (+2%)
Value$635.3K (+$7.1K)
Filed 2026-10-13
PCG Asset Management, LLC
NEW
Shares11,293
Change+11,293
Value$634.9K
Filed 2026-11-05
Legacy Bridge, LLC
DECREASED
Shares11,199 from 11,799
Change-600 (-5%)
Value$629.6K (-$36.8K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares11,115 from 11,247
Change-132 (-1%)
Value$624.9K (-$10.4K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares10,757 from 2,257
Change+8,500 (+377%)
Value$604.8K (+$477.3K)
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED
Shares10,695 from 3,620
Change+7,075 (+195%)
Value$601.3K (+$396.8K)
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares10,686 from 11,390
Change-704 (-6%)
Value$600.8K (-$42.5K)
Filed 2026-10-09
Stenger Family Office, LLC
DECREASED
Shares10,629 from 12,282
Change-1,653 (-13%)
Value$605.1K (-$88.6K)
Filed 2026-10-22
Reicon Wealth Advisors, LLC
INCREASED
Shares10,599 from 7,369
Change+3,230 (+44%)
Value$595.9K (+$179.7K)
Filed 2026-11-04
Athena Wealth Management, LLC
DECREASED
Shares10,564 from 10,654
Change-90 (-1%)
Value$593.9K (-$7.8K)
Filed 2026-10-09
Formidable Asset Management, LLC
INCREASED
Shares10,533 from 9,289
Change+1,244 (+13%)
Value$594.9K (+$68.4K)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares10,058 from 10,036
Change+22 (+0%)
Value$565.5K (-$1.4K)
Filed 2026-10-23
Griffin Asset Management, Inc.
INCREASED
Shares10,007 from 4,180
Change+5,827 (+139%)
Value$562.6K (+$326.5K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
INCREASED
Shares10,002 from 9,860
Change+142 (+1%)
Value$562.3K (+$5.3K)
Filed 2026-10-23
Lynx Capital Group LTD
NEW
Shares10,000
Change+10,000
Value$562.2K
Filed 2026-11-04
Meridian Financial Partners LLC
DECREASED
Shares9,999 from 12,067
Change-2,068 (-17%)
Value$571.5K (-$116.0K)
Filed 2026-10-23
Investment Advisory Services Inc
DECREASED
Shares9,987 from 223,721
Change-213,734 (-96%)
Value$561.5K (-$12.1M)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
DECREASED
Shares9,889 from 10,093
Change-204 (-2%)
Value$556.0K (-$14.1K)
Filed 2026-10-23
Latitude Advisors, LLC
DECREASED
Shares9,848 from 9,976
Change-128 (-1%)
Value$553.6K (-$9.8K)
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares9,774
Change+9,774
Value$549.5K
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares9,739 from 10,006
Change-267 (-3%)
Value$564.2K (-$968)
Filed 2026-11-02
MSH Capital Advisors LLC
INCREASED
Shares9,714 from 9,559
Change+155 (+2%)
Value$546.1K (+$6.2K)
Filed 2026-11-03
Accredited Investors Inc.
INCREASED
Shares9,675 from 9,640
Change+35 (+0%)
Value$543.9K (-$540)
Filed 2026-11-03
Rockingstone Advisors LLC
UNCHANGED
Shares9,595 from 9,595
Change0 (0%)
Value$539.4K (-$2.5K)
Filed 2026-10-16
Sunpointe, LLC
DECREASED
Shares9,540 from 57,425
Change-47,885 (-83%)
Value$536.4K (-$2.7M)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
UNCHANGED
Shares9,533 from 9,533
Change0 (0%)
Value$535.9K (-$2.5K)
Filed 2026-11-03
Advisory Advocates, LLC
INCREASED
Shares9,527 from 9,270
Change+257 (+3%)
Value$535.6K (+$12.0K)
Filed 2026-11-05
Mainstream Capital Management LLC
DECREASED
Shares9,511 from 10,973
Change-1,462 (-13%)
Value$534.7K (-$85.0K)
Filed 2026-10-23
My Personal CFO, LLC
NEW
Shares9,480
Change+9,480
Value$533.0K
Filed 2026-10-14
Park National Corp
DECREASED
Shares9,429 from 10,319
Change-890 (-9%)
Value$530.1K (-$52.7K)
Filed 2026-10-05
Bright Futures Wealth Management, Llc.
INCREASED
Shares9,381 from 8,993
Change+388 (+4%)
Value$527.4K (+$19.5K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares9,353 from 9,640
Change-287 (-3%)
Value$525.8K (-$18.6K)
Filed 2026-10-27
Private Capital Advisors, Inc.
INCREASED
Shares9,292 from 9,092
Change+200 (+2%)
Value$522.4K (+$8.9K)
Filed 2026-10-06
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares9,290 from 6,011
Change+3,279 (+55%)
Value$522.3K (+$182.8K)
Filed 2026-10-29
Peoples Bank
INCREASED
Shares9,230 from 7,730
Change+1,500 (+19%)
Value$518.9K (+$82.3K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
INCREASED
Shares9,173 from 8,392
Change+781 (+9%)
Value$518.7K (+$47.7K)
Filed 2026-10-09
Capital Planning LLC
INCREASED
Shares9,170 from 6,040
Change+3,130 (+52%)
Value$515.5K (+$174.4K)
Filed 2026-10-09
Atticus Wealth Management, LLC
DECREASED
Shares9,047 from 12,654
Change-3,607 (-28%)
Value$508.6K (-$206.1K)
Filed 2026-10-20
Solidarity Wealth, LLC
INCREASED
Shares9,025 from 6,309
Change+2,716 (+43%)
Value$507.4K (+$151.1K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
DECREASED
Shares9,015 from 13,740
Change-4,725 (-34%)
Value$506.8K (-$269.2K)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares8,981 from 8,711
Change+270 (+3%)
Value$504.9K (+$12.9K)
Filed 2026-10-13
Midwest Financial Group LLC
INCREASED
Shares8,975 from 8,473
Change+502 (+6%)
Value$504.6K (+$26.0K)
Filed 2026-10-15
Steinberganna Wealth Management
INCREASED
Shares8,953 from 8,892
Change+61 (+1%)
Value$503.3K (+$1.1K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares8,919 from 15,146
Change-6,227 (-41%)
Value$501.4K (-$354.0K)
Filed 2026-10-22
Innovative Advisory Group, LLC
INCREASED
Shares8,919 from 7,813
Change+1,106 (+14%)
Value$501.4K (+$60.2K)
Filed 2026-10-13
Regatta Capital Group, LLC
UNCHANGED
Shares8,891 from 8,891
Change0 (0%)
Value$499.9K (-$2.3K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares8,793 from 8,569
Change+224 (+3%)
Value$494.3K (+$10.4K)
Filed 2026-11-04
Guardian Asset Advisors, LLC
NEW
Shares8,743
Change+8,743
Value$491.6K
Filed 2026-10-16
Rebalance, LLC
DECREASED
Shares8,718 from 9,030
Change-312 (-3%)
Value$490.1K (-$19.9K)
Filed 2026-10-22
Pennsylvania Capital Management Inc
DECREASED
Shares8,709 from 8,739
Change-30 (0%)
Value$489.6K (-$4.0K)
Filed 2026-11-05
Bison Wealth, LLC
INCREASED
Shares8,621 from 7,141
Change+1,480 (+21%)
Value$491.1K (+$85.8K)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
UNCHANGED
Shares8,617 from 8,617
Change0 (0%)
Value$484.4K (-$2.2K)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares8,576 from 7,766
Change+810 (+10%)
Value$482.2K (+$43.5K)
Filed 2026-10-19
Nvwm, LLC
UNCHANGED
Shares8,528 from 8,528
Change0 (0%)
Value$479.4K (-$2.2K)
Filed 2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED
Shares8,513 from 8,374
Change+139 (+2%)
Value$478.6K (+$5.6K)
Filed 2026-10-26
Kraematon Investment Advisors, Inc
DECREASED
Shares8,469 from 14,417
Change-5,948 (-41%)
Value$476.1K (-$338.2K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares8,427 from 12,780
Change-4,353 (-34%)
Value$473.8K (-$248.1K)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
INCREASED
Shares8,388 from 8,226
Change+162 (+2%)
Value$471.6K (+$7.0K)
Filed 2026-10-27
Hurley Capital, LLC
INCREASED
Shares8,337 from 8,064
Change+273 (+3%)
Value$468.8K (+$13.3K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares8,200 from 20,200
Change-12,000 (-59%)
Value$461.0K (-$679.9K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares8,164 from 7,721
Change+443 (+6%)
Value$459.0K (+$22.9K)
Filed 2026-10-13
SimpliFi, Inc.
INCREASED
Shares8,117 from 7,959
Change+158 (+2%)
Value$456.4K (+$6.8K)
Filed 2026-10-28
Heck Capital Advisors, LLC
NEW
Shares8,082
Change+8,082
Value$454.4K
Filed 2026-10-14
Sincerus Advisory, LLC
INCREASED
Shares8,011 from 7,875
Change+136 (+2%)
Value$450.4K (+$5.6K)
Filed 2026-10-09
Wealth Advisory Solutions, LLC
INCREASED
Shares7,943 from 7,548
Change+395 (+5%)
Value$446.6K (+$20.2K)
Filed 2026-10-20
Eclectic Associates Inc
INCREASED
Shares7,939 from 3,736
Change+4,203 (+113%)
Value$446.3K (+$235.3K)
Filed 2026-10-09
Corps Capital Advisors, LLC
INCREASED
Shares7,934 from 7,719
Change+215 (+3%)
Value$446.0K (+$10.1K)
Filed 2026-11-05
Advisor Resource Council
INCREASED
Shares7,927 from 7,503
Change+424 (+6%)
Value$446.2K (+$20.5K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares7,914 from 7,681
Change+233 (+3%)
Value$444.9K (+$11.1K)
Filed 2026-10-19
Consilium Wealth Advisory, LLC
UNCHANGED
Shares7,911 from 7,911
Change0 (0%)
Value$444.8K (-$2.1K)
Filed 2026-10-14
Skyline Advisors, Inc.
DECREASED
Shares7,858 from 9,426
Change-1,568 (-17%)
Value$441.8K (-$90.6K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares7,739 from 7,739
Change0 (0%)
Value$435.1K (-$2.0K)
Filed 2026-10-20
QP Wealth Management, LLC
DECREASED
Shares7,738 from 8,459
Change-721 (-9%)
Value$435.0K (-$42.7K)
Filed 2026-10-20
Coquina Private Wealth LLC
DECREASED
Shares7,620 from 14,521
Change-6,901 (-48%)
Value$428.4K (-$391.8K)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares7,546 from 7,504
Change+42 (+1%)
Value$424.3K (+$411)
Filed 2026-11-05
Rolek Wealth Management LLC
UNCHANGED
Shares7,542 from 7,542
Change0 (0%)
Value$424.0K (-$2.0K)
Filed 2026-10-21
Cypress Wealth Services, LLC
DECREASED
Shares7,538 from 9,821
Change-2,283 (-23%)
Value$425.5K (-$129.2K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
DECREASED
Shares7,500 from 14,339
Change-6,839 (-48%)
Value$421.6K (-$388.2K)
Filed 2026-10-14
KWB Wealth
INCREASED
Shares7,494 from 5,313
Change+2,181 (+41%)
Value$421.3K (+$121.3K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares7,466 from 6,948
Change+518 (+7%)
Value$419.8K (+$27.4K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
INCREASED
Shares7,419 from 7,307
Change+112 (+2%)
Value$417.1K (+$4.4K)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares7,418 from 5,762
Change+1,656 (+29%)
Value$417.1K (+$91.6K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares7,409 from 6,791
Change+618 (+9%)
Value$416.5K (+$33.0K)
Filed 2026-10-26
Capital City Trust Co
INCREASED
Shares7,379 from 7,104
Change+275 (+4%)
Value$414.8K (+$13.6K)
Filed 2026-10-22
Pinion Investment Advisors, LLC
INCREASED
Shares7,377 from 7,330
Change+47 (+1%)
Value$414.7K (+$727)
Filed 2026-11-04
Johnson Financial Group, LLC
UNCHANGED
Shares7,357 from 7,357
Change0 (0%)
Value$413.6K (-$1.9K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares7,295 from 7,695
Change-400 (-5%)
Value$410.2K (-$24.4K)
Filed 2026-10-14
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$409.0K (-$1.9K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares7,219 from 7,203
Change+16 (+0%)
Value$414.1K (+$6.1K)
Filed 2026-10-21
Sepio Capital, LP
INCREASED
Shares7,206 from 7,109
Change+97 (+1%)
Value$405.2K (+$3.7K)
Filed 2026-10-22
Mattern Wealth Management LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$393.5K (-$1.8K)
Filed 2026-11-04
Abel Hall, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$393.5K (-$1.8K)
Filed 2026-10-19
South Shore Capital Advisors
INCREASED
Shares6,999 from 5,716
Change+1,283 (+22%)
Value$393.5K (+$70.7K)
Filed 2026-10-20
Beacon Financial Planning, Inc
INCREASED
Shares6,998 from 6,861
Change+137 (+2%)
Value$393.4K (+$5.9K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares6,951 from 7,180
Change-229 (-3%)
Value$390.8K (-$14.7K)
Filed 2026-11-02
RIA Advisory Group LLC
NEW
Shares6,930
Change+6,930
Value$389.6K
Filed 2026-10-15
Detalus Advisors, LLC
DECREASED
Shares6,905 from 8,091
Change-1,186 (-15%)
Value$388.2K (-$68.8K)
Filed 2026-10-15
AGH Wealth Advisors, LLC
NEW
Shares6,900
Change+6,900
Value$387.9K
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares6,869 from 7,966
Change-1,097 (-14%)
Value$386.2K (-$63.8K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
NEW
Shares6,863
Change+6,863
Value$385.8K
Filed 2026-11-03
Kelly Financial Group LLC
INCREASED
Shares6,848 from 5,453
Change+1,395 (+26%)
Value$385.0K (+$77.0K)
Filed 2026-10-16
Trust Co
DECREASED
Shares6,818 from 10,699
Change-3,881 (-36%)
Value$383.3K (-$221.0K)
Filed 2026-10-09
Zullo Investment Group, Inc.
INCREASED
Shares6,809 from 4,113
Change+2,696 (+66%)
Value$382.8K (+$150.5K)
Filed 2026-10-20
Cobblestone Asset Management LLC
INCREASED
Shares6,762 from 6,306
Change+456 (+7%)
Value$380.2K (+$24.0K)
Filed 2026-10-13
Tepp RIA, LLC
INCREASED
Shares6,737 from 6,680
Change+57 (+1%)
Value$378.7K (+$1.5K)
Filed 2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares6,731 from 6,639
Change+92 (+1%)
Value$378.4K (+$3.5K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares6,691 from 4,461
Change+2,230 (+50%)
Value$376.1K (+$124.2K)
Filed 2026-11-05
Lionsbridge Wealth Management LLC
DECREASED
Shares6,674 from 7,258
Change-584 (-8%)
Value$375.2K (-$34.7K)
Filed 2026-10-26
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares6,658 from 6,565
Change+93 (+1%)
Value$374.3K (+$3.6K)
Filed 2026-10-29
Grandview Asset Management LLC
DECREASED
Shares6,630 from 8,725
Change-2,095 (-24%)
Value$372.8K (-$120.0K)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares6,624 from 5,082
Change+1,542 (+30%)
Value$372.4K (+$85.4K)
Filed 2026-10-20
Viewpoint Investment Partners Corp
INCREASED
Shares6,618 from 5,305
Change+1,313 (+25%)
Value$371.9K (+$72.3K)
Filed 2026-10-26
McAdam, LLC
DECREASED
Shares6,603 from 6,786
Change-183 (-3%)
Value$371.2K (-$12.1K)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares6,528 from 4,405
Change+2,123 (+48%)
Value$367.0K (+$118.2K)
Filed 2026-11-05
Center For Asset Management LLC
NEW
Shares6,525
Change+6,525
Value$366.8K
Filed 2026-10-16
NavPoint Financial, Inc.
INCREASED
Shares6,521 from 6,431
Change+90 (+1%)
Value$366.6K (+$3.4K)
Filed 2026-10-21
MFG Investments, LLC
NEW
Shares6,513
Change+6,513
Value$366.1K
Filed 2026-10-30
Balefire, LLC
INCREASED
Shares6,507 from 6,358
Change+149 (+2%)
Value$365.8K (+$6.7K)
Filed 2026-10-09
EPG Wealth Management LLC
DECREASED
Shares6,491 from 6,825
Change-334 (-5%)
Value$364.9K (-$20.5K)
Filed 2026-11-03
Sentinel Pension Advisors, LLC
DECREASED
Shares6,484 from 6,619
Change-135 (-2%)
Value$364.5K (-$9.8K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
INCREASED
Shares6,477 from 6,422
Change+55 (+1%)
Value$364.2K (+$1.4K)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares6,466 from 6,655
Change-189 (-3%)
Value$363.5K (-$12.3K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares6,442 from 10,245
Change-3,803 (-37%)
Value$362.2K (-$216.5K)
Filed 2026-11-04
Sherry Group, Inc.
INCREASED
Shares6,390 from 3,800
Change+2,590 (+68%)
Value$359.2K (+$144.8K)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares6,339 from 6,567
Change-228 (-3%)
Value$356.4K (-$14.5K)
Filed 2026-10-21
Bailard, Inc.
INCREASED
Shares6,296 from 6,036
Change+260 (+4%)
Value$354.0K (+$13.0K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares6,283 from 6,277
Change+6 (+0%)
Value$353.3K (-$1.2K)
Filed 2026-10-22
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares6,267 from 6,267
Change0 (0%)
Value$352.3K (-$1.6K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
DECREASED
Shares6,265 from 7,265
Change-1,000 (-14%)
Value$352.2K (-$58.1K)
Filed 2026-10-26
Prota Financial, LLC
INCREASED
Shares6,260 from 4,989
Change+1,271 (+25%)
Value$350.1K (+$70.1K)
Filed 2026-10-08
Mainsail Asset Management, LLC
DECREASED
Shares6,206 from 18,420
Change-12,214 (-66%)
Value$350.9K (-$690.8K)
Filed 2026-10-14
Auour Investments LLC
DECREASED
Shares6,201 from 6,521
Change-320 (-5%)
Value$348.6K (-$19.7K)
Filed 2026-10-28
Selby Wealth Management, LLC
DECREASED
Shares6,185 from 7,573
Change-1,388 (-18%)
Value$347.7K (-$80.0K)
Filed 2026-10-16
OFS Enterprise LLC
NEW
Shares6,178
Change+6,178
Value$347.3K
Filed 2026-10-16
Global Financial Private Client, LLC
DECREASED
Shares6,128 from 6,371
Change-243 (-4%)
Value$344.5K (-$15.3K)
Filed 2026-10-15
Wespac Advisors SoCal, LLC
INCREASED
Shares6,061 from 5,952
Change+109 (+2%)
Value$340.7K (+$4.6K)
Filed 2026-10-13
Jm2 Capital Inc.
DECREASED
Shares6,008 from 7,304
Change-1,296 (-18%)
Value$337.7K (-$74.8K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares5,960 from 6,006
Change-46 (-1%)
Value$335.1K (-$4.1K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares5,957 from 5,957
Change0 (0%)
Value$334.9K (-$1.5K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
DECREASED
Shares5,945 from 10,452
Change-4,507 (-43%)
Value$334.2K (-$256.1K)
Filed 2026-10-15
LifeGoal Investments, LLC
INCREASED
Shares5,917 from 5,860
Change+57 (+1%)
Value$332.7K (+$1.7K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
INCREASED
Shares5,883 from 5,769
Change+114 (+2%)
Value$330.8K (+$4.9K)
Filed 2026-10-09
TFB Advisors LLC
INCREASED
Shares5,867 from 5,695
Change+172 (+3%)
Value$329.8K (+$8.2K)
Filed 2026-11-02
RMR Wealth Builders
DECREASED
Shares5,856 from 28,972
Change-23,116 (-80%)
Value$329.2K (-$1.3M)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares5,844 from 5,844
Change0 (0%)
Value$328.6K (-$1.5K)
Filed 2026-10-23
BOS Asset Management, LLC
INCREASED
Shares5,787 from 5,408
Change+379 (+7%)
Value$325.3K (+$19.9K)
Filed 2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,708 from 5,206
Change+502 (+10%)
Value$320.9K (+$26.9K)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares5,701 from 5,436
Change+265 (+5%)
Value$320.5K (+$13.5K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$320.5K (-$1.5K)
Filed 2026-10-22
Clear Point Advisors Inc.
INCREASED
Shares5,672 from 5,579
Change+93 (+2%)
Value$318.9K (+$3.8K)
Filed 2026-10-30
PVG Asset Management Corp
DECREASED
Shares5,647 from 8,987
Change-3,340 (-37%)
Value$317.5K (-$190.1K)
Filed 2026-10-19
Chris Bulman Inc
INCREASED
Shares5,643 from 5,329
Change+314 (+6%)
Value$317.2K (+$16.3K)
Filed 2026-10-20
Hengehold Capital Management LLC
INCREASED
Shares5,633 from 4,402
Change+1,231 (+28%)
Value$316.7K (+$68.1K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares5,588 from 4,849
Change+739 (+15%)
Value$318.9K (+$43.6K)
Filed 2026-10-27
Northbridge Financial Group, LLC
UNCHANGED
Shares5,565 from 5,565
Change0 (0%)
Value$314.6K (+$334)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
NEW
Shares5,558
Change+5,558
Value$312.5K
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares5,515 from 8,092
Change-2,577 (-32%)
Value$310.1K (-$147.0K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,502 from 10,014
Change-4,512 (-45%)
Value$309.3K (-$256.2K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares5,455 from 4,915
Change+540 (+11%)
Value$306.7K (+$29.1K)
Filed 2026-10-19
Stegent Equity Advisors, Inc.
DECREASED
Shares5,421 from 8,073
Change-2,652 (-33%)
Value$304.8K (-$151.2K)
Filed 2026-10-13
Equity Wealth Partners, LLC
INCREASED
Shares5,412 from 5,330
Change+82 (+2%)
Value$304.3K (+$3.3K)
Filed 2026-10-26
Hixon Zuercher, LLC
DECREASED
Shares5,405 from 7,052
Change-1,647 (-23%)
Value$303.9K (-$94.4K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$303.6K (-$1.4K)
Filed 2026-10-29
Cypress Capital Group
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$303.6K (-$1.4K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED
Shares5,394 from 5,394
Change0 (0%)
Value$303.3K (-$1.4K)
Filed 2026-10-26
Bank of New Hampshire
DECREASED
Shares5,356 from 5,860
Change-504 (-9%)
Value$301.1K (-$29.9K)
Filed 2026-10-06
Sonata Capital Group Inc
INCREASED
Shares5,346 from 5,339
Change+7 (+0%)
Value$300.6K (-$1.0K)
Filed 2026-10-19
Stone House Investment Management, LLC
UNCHANGED
Shares5,315 from 5,315
Change0 (0%)
Value$298.8K (-$1.4K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
DECREASED
Shares5,280 from 5,519
Change-239 (-4%)
Value$296.8K (-$14.9K)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares5,276 from 5,126
Change+150 (+3%)
Value$296.6K (+$7.1K)
Filed 2026-10-13
HCR Wealth Advisors
NEW
Shares5,263
Change+5,263
Value$295.9K
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares5,218 from 6,335
Change-1,117 (-18%)
Value$293.4K (-$64.4K)
Filed 2026-11-03
BCS Wealth Management
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$290.2K (-$1.3K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$288.7K (-$1.3K)
Filed 2026-10-07
Capital Asset Advisory Services LLC
DECREASED
Shares5,111 from 6,202
Change-1,091 (-18%)
Value$292.8K (-$57.5K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares5,104 from 4,416
Change+688 (+16%)
Value$287.0K (+$37.6K)
Filed 2026-11-05
Capital Advantage, Inc.
INCREASED
Shares5,104 from 5,054
Change+50 (+1%)
Value$286.9K (+$1.5K)
Filed 2026-10-14
WealthSpring Partners, LLC
DECREASED
Shares5,065 from 7,676
Change-2,611 (-34%)
Value$284.8K (-$148.8K)
Filed 2026-10-14
Palacios Wealth Management, LLC
NEW
Shares5,061
Change+5,061
Value$284.5K
Filed 2026-11-04
Legacy Financial Strategies, LLC
INCREASED
Shares5,000 from 4,470
Change+530 (+12%)
Value$281.1K (+$28.6K)
Filed 2026-10-15
Hiley Hunt Wealth Management
INCREASED
Shares4,967 from 3,840
Change+1,127 (+29%)
Value$279.2K (+$62.3K)
Filed 2026-10-08
BLB&B Advisors, LLC
NEW
Shares4,961
Change+4,961
Value$278.9K
Filed 2026-10-27
Nautilus Advisors LLC
DECREASED
Shares4,902 from 5,232
Change-330 (-6%)
Value$275.6K (-$21.4K)
Filed 2026-10-07
Southland Equity Partners LLC
DECREASED
Shares4,886 from 5,484
Change-598 (-11%)
Value$274.7K (-$35.1K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,884 from 4,154
Change+730 (+18%)
Value$274.6K (+$40.0K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
DECREASED
Shares4,804 from 5,907
Change-1,103 (-19%)
Value$270.1K (-$63.6K)
Filed 2026-10-20
Hudock, Inc.
INCREASED
Shares4,749 from 4,742
Change+7 (+0%)
Value$267.0K (-$870)
Filed 2026-10-14
GW Henssler & Associates LTD
NEW
Shares4,712
Change+4,712
Value$264.9K
Filed 2026-10-26
Riverchase Wealth Management, LLC
UNCHANGED
Shares4,702 from 4,702
Change0 (0%)
Value$264.3K (-$1.2K)
Filed 2026-10-28
Weil Company, Inc.
DECREASED
Shares4,680 from 49,085
Change-44,405 (-90%)
Value$263.1K (-$2.5M)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares4,670 from 5,354
Change-684 (-13%)
Value$262.5K (-$39.9K)
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares4,601 from 7,219
Change-2,618 (-36%)
Value$258.7K (-$149.1K)
Filed 2026-10-15
Clearwave Capital, LLC
INCREASED
Shares4,596 from 4,507
Change+89 (+2%)
Value$258.4K (+$3.9K)
Filed 2026-10-27
J. Safra Sarasin Holding AG
INCREASED
Shares4,594 from 4,078
Change+516 (+13%)
Value$258.3K (+$27.9K)
Filed 2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED
Shares4,579 from 5,213
Change-634 (-12%)
Value$257.4K (-$37.0K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
INCREASED
Shares4,575 from 4,417
Change+158 (+4%)
Value$257.2K (+$7.7K)
Filed 2026-10-13
Friday Financial
NEW
Shares4,558
Change+4,558
Value$254.9K
Filed 2026-10-09
Forum Financial Management, LP
DECREASED
Shares4,558 from 5,248
Change-690 (-13%)
Value$256.3K (-$40.2K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,558 from 4,558
Change0 (0%)
Value$256.3K (-$1.2K)
Filed 2026-10-20
Dudley Capital Management, LLC
DECREASED
Shares4,550 from 4,900
Change-350 (-7%)
Value$255.9K (-$20.9K)
Filed 2026-10-23
Northland Securities, Inc.
INCREASED
Shares4,524 from 4,521
Change+3 (+0%)
Value$254.3K (-$1.0K)
Filed 2026-11-02
Modera Wealth Management, LLC
NEW
Shares4,513
Change+4,513
Value$253.7K
Filed 2026-10-28
QTR Family Wealth, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$253.0K (-$1.2K)
Filed 2026-11-02
Seelaus Asset Management LLC
DECREASED
Shares4,473 from 4,938
Change-465 (-9%)
Value$251.5K (-$27.4K)
Filed 2026-10-14
KFA Private Wealth Group, LLC
NEW
Shares4,451
Change+4,451
Value$250.2K
Filed 2026-10-07
Family Investment Center, Inc.
INCREASED
Shares4,439 from 4,151
Change+288 (+7%)
Value$249.6K (+$15.1K)
Filed 2026-10-19
Atlatl Advisers LLC
INCREASED
Shares4,417 from 4,411
Change+6 (+0%)
Value$248.3K (-$809)
Filed 2026-10-22
WealthBridge Capital Management, LLC
NEW
Shares4,393
Change+4,393
Value$247.0K
Filed 2026-10-16
Sunbeam Capital Management, LLC
NEW
Shares4,381
Change+4,381
Value$246.3K
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares4,359 from 4,655
Change-296 (-6%)
Value$245.0K (-$17.9K)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares4,354 from 4,319
Change+35 (+1%)
Value$244.8K (+$830)
Filed 2026-10-19
HRC Wealth Management, LLC
DECREASED
Shares4,352 from 4,720
Change-368 (-8%)
Value$244.7K (-$21.9K)
Filed 2026-10-16
CX Institutional
NEW
Shares4,350
Change+4,350
Value$245
Filed 2026-10-02
Salem Investment Counselors Inc
UNCHANGED
Shares4,302 from 4,302
Change0 (0%)
Value$241.9K (-$1.1K)
Filed 2026-10-13
Quadrant Capital Group LLC
NEW
Shares4,285
Change+4,285
Value$244.0K
Filed 2026-10-20
Raleigh Capital Management Inc.
NEW
Shares4,253
Change+4,253
Value$239.1K
Filed 2026-10-28
Penbrook Management LLC
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$237.5K (-$1.1K)
Filed 2026-10-16
Angeles Wealth Management, LLC
DECREASED
Shares4,189 from 4,475
Change-286 (-6%)
Value$235.5K (-$17.2K)
Filed 2026-10-26
Madrona Financial Services, LLC
DECREASED
Shares4,182 from 140,005
Change-135,823 (-97%)
Value$235.1K (-$7.7M)
Filed 2026-10-23
Naples Global Advisors, LLC
DECREASED
Shares4,175 from 4,425
Change-250 (-6%)
Value$234.7K (-$15.2K)
Filed 2026-11-05
One Way Holdings LLC
DECREASED
Shares4,058 from 5,069
Change-1,011 (-20%)
Value$228.1K (-$58.2K)
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares4,013 from 4,013
Change0 (0%)
Value$225.6K (-$1.0K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
UNCHANGED
Shares3,961 from 3,961
Change0 (0%)
Value$222.7K (-$1.0K)
Filed 2026-10-26
MBL Wealth, LLC
DECREASED
Shares3,949 from 3,954
Change-5 (0%)
Value$222.0K (-$1.3K)
Filed 2026-10-22
Finivi Inc.
DECREASED
Shares3,929 from 3,930
Change-1 (0%)
Value$220.9K (-$1.1K)
Filed 2026-10-13
Westside Investment Management, Inc.
INCREASED
Shares3,900 from 3,600
Change+300 (+8%)
Value$219.2K (+$15.9K)
Filed 2026-11-02
SP Asset Management LLC
INCREASED
Shares3,873 from 3,807
Change+66 (+2%)
Value$217.7K (+$2.7K)
Filed 2026-11-05
Kaizen Financial Strategies
DECREASED
Shares3,870 from 4,471
Change-601 (-13%)
Value$217.6K (-$33.3K)
Filed 2026-10-09
Smith Thornton Advisors LLC
DECREASED
Shares3,856 from 4,174
Change-318 (-8%)
Value$216.8K (-$20.1K)
Filed 2026-10-16
Burns J W & Co Inc
UNCHANGED
Shares3,840 from 3,840
Change0 (0%)
Value$215.9K (-$998)
Filed 2026-10-20
Cadent Capital Advisors, LLC
DECREASED
Shares3,789 from 4,143
Change-354 (-9%)
Value$213.0K (-$21.0K)
Filed 2026-10-09
Financial Perspectives, Inc
INCREASED
Shares3,786 from 3,777
Change+9 (+0%)
Value$212.9K (-$444)
Filed 2026-11-03
BNB Wealth Management, LLC
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$212.5K (-$982)
Filed 2026-10-28
Obsidian CIO, LLC
DECREASED
Shares3,774 from 3,938
Change-164 (-4%)
Value$212.1K (-$10.3K)
Filed 2026-11-05
Redwood Family Wealth LLC
DECREASED
Shares3,757 from 4,620
Change-863 (-19%)
Value$211.2K (-$49.7K)
Filed 2026-10-20
Arwa LLC
DECREASED
Shares3,747 from 3,866
Change-119 (-3%)
Value$213.3K (-$6.9K)
Filed 2026-10-21
Tableaux LLC
DECREASED
Shares3,730 from 4,024
Change-294 (-7%)
Value$209.7K (-$17.6K)
Filed 2026-10-23
Promethium Advisors,llc
NEW
Shares3,725
Change+3,725
Value$209.4K
Filed 2026-10-19
SLT Holdings LLC
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$208.4K (-$962)
Filed 2026-10-15
Atlas Wealth Partners, LLC
UNCHANGED
Shares3,585 from 3,585
Change0 (0%)
Value$201.5K (-$932)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares3,582 from 3,657
Change-75 (-2%)
Value$201.4K (-$5.2K)
Filed 2026-10-30
Gerber Kawasaki Wealth & Investment Management
NEW
Shares3,580
Change+3,580
Value$201.3K
Filed 2026-10-29
Security National Bank
DECREASED
Shares3,561 from 69,402
Change-65,841 (-95%)
Value$200.2K (-$3.7M)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares3,542 from 3,481
Change+61 (+2%)
Value$199.1K (+$2.5K)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
NEW
Shares3,400
Change+3,400
Value$191.1K
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares3,304
Change+3,304
Value$185.8K
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$182.7K (-$845)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares2,943 from 2,963
Change-20 (-1%)
Value$165.5K (-$1.9K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares2,942
Change+2,942
Value$165.4K
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares2,892 from 2,836
Change+56 (+2%)
Value$162.6K (+$2.4K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares2,861 from 2,255
Change+606 (+27%)
Value$160.8K (+$33.5K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares2,816
Change+2,816
Value$158.3K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,816 from 2,810
Change+6 (+0%)
Value$158.3K (-$423)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
INCREASED
Shares2,760 from 1,900
Change+860 (+45%)
Value$155.2K (+$47.9K)
Filed 2026-10-21
Signature Equity Partners, LLC
DECREASED
Shares2,635 from 27,618
Change-24,983 (-90%)
Value$148.1K (-$1.4M)
Filed 2026-10-29
Canton Hathaway, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$146.2K (-$676)
Filed 2026-10-23
Advocate Investing Services LLC
DECREASED
Shares2,500 from 3,510
Change-1,010 (-29%)
Value$140.6K (-$57.7K)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$136.2K (-$630)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares2,239 from 1,100
Change+1,139 (+104%)
Value$125.9K (+$63.7K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
DECREASED
Shares2,177 from 2,222
Change-45 (-2%)
Value$122.4K (-$3.1K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,063 from 2,158
Change-95 (-4%)
Value$31.1K (-$15.0K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$115.8K (-$1.3K)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares1,905 from 2,157
Change-252 (-12%)
Value$107.1K (-$14.7K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares1,856 from 1,856
Change0 (0%)
Value$104.3K (-$483)
Filed 2026-11-02
Farmers & Merchants Investments Inc
INCREASED
Shares1,800 from 1,700
Change+100 (+6%)
Value$101.2K (+$5.2K)
Filed 2026-10-22
SRH Advisors, LLC
INCREASED
Shares1,780 from 280
Change+1,500 (+536%)
Value$100.1K (+$84.3K)
Filed 2026-10-22
Key Capital Management, Inc
NEW
Shares1,664
Change+1,664
Value$93.6K
Filed 2026-11-03
Bayban
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$92.6K ($0)
Filed 2026-11-05
Peck Wealth Management, LLC
INCREASED
Shares1,616 from 1,612
Change+4 (+0%)
Value$90.9K (-$169)
Filed 2026-10-29
Chung Wu Investment Group, LLC
DECREASED
Shares1,550 from 1,850
Change-300 (-16%)
Value$87.1K (-$17.3K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
DECREASED
Shares1,541 from 1,584
Change-43 (-3%)
Value$86.6K (-$2.8K)
Filed 2026-10-30
Centerpoint Advisors, LLC
INCREASED
Shares1,529 from 1,505
Change+24 (+2%)
Value$86.0K (+$1.0K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares1,462 from 1,385
Change+77 (+6%)
Value$82.2K (+$4.0K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$76.9K (+$137)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
INCREASED
Shares1,358 from 1,184
Change+174 (+15%)
Value$76.3K (+$9.5K)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$74.2K (-$343)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares1,307
Change+1,307
Value$73.5K
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$64.7K (-$299)
Filed 2026-10-01
Montag A & Associates Inc
INCREASED
Shares1,129 from 1,108
Change+21 (+2%)
Value$63.5K (+$893)
Filed 2026-10-29
Carnegie Lake Advisors LLC
DECREASED
Shares1,120 from 14,787
Change-13,667 (-92%)
Value$831.3K (-$3.8K)
Filed 2026-11-03
Pacifica Partners Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$55.9K (-$780)
Filed 2026-10-09
American National Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$56.2K (-$260)
Filed 2026-10-07
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$56.7K (+$802)
Filed 2026-10-29
Arlington Trust Co LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$53.2K (-$246)
Filed 2026-10-20
Center for Financial Planning, Inc.
NEW
Shares916
Change+916
Value$51.5K
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$50.5K (-$233)
Filed 2026-10-16
Yankcom Partnership
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$50.1K (-$232)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares847 from 382
Change+465 (+122%)
Value$47.6K (+$26.0K)
Filed 2026-11-05
Piscataqua Savings Bank
DECREASED
Shares800 from 975
Change-175 (-18%)
Value$45.0K (-$10.1K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares714 from 701
Change+13 (+2%)
Value$40.7K (+$904)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$39.4K (-$182)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares669 from 483
Change+186 (+39%)
Value$37.6K (+$10.3K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares660
Change+660
Value$37.1K
Filed 2026-10-27
Olistico Wealth, LLC
NEW
Shares626
Change+626
Value$35.2K
Filed 2026-10-05
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$35.0K (-$162)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$34.6K (-$160)
Filed 2026-10-30
Financial Management Professionals, Inc.
INCREASED
Shares535 from 525
Change+10 (+2%)
Value$30.1K (+$450)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$29.7K (-$138)
Filed 2026-10-22
WPG Advisers, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.1K (-$130)
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$27 ($0)
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$27.2K (-$126)
Filed 2026-11-05
United Financial Planning Group LLC
NEW
Shares482
Change+482
Value$27.1K
Filed 2026-11-04
Financial Network Wealth Advisors LLC
INCREASED
Shares430 from 266
Change+164 (+62%)
Value$24.2K (+$9.2K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
INCREASED
Shares430 from 421
Change+9 (+2%)
Value$24.2K (+$361)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$23.0K (-$107)
Filed 2026-10-26
High Point Wealth Management, LLC
DECREASED
Shares408 from 850
Change-442 (-52%)
Value$22.9K (-$25.1K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.5K (-$104)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares392
Change+392
Value$22.0K
Filed 2026-10-29
Global Trust Asset Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$21.1K (-$97)
Filed 2026-10-19
Capital Investment Counsel, Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$19.7K (-$91)
Filed 2026-10-20
Midwest Capital Advisors, LLC
NEW
Shares347
Change+347
Value$19.5K
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares344
Change+344
Value$19.3K
Filed 2026-10-27
Duncker Streett & Co Inc
DECREASED
Shares339 from 514
Change-175 (-34%)
Value$19.1K (-$10.0K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$18.5K (-$86)
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$17.7K (-$82)
Filed 2026-10-01
GK Wealth Management LLC
NEW
Shares284
Change+284
Value$16.0K
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$15.7K (-$73)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares275 from 3,891
Change-3,616 (-93%)
Value$15.5K (-$204.4K)
Filed 2026-10-14
Miller Global Investments, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$13.8K (-$64)
Filed 2026-10-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$11.5K (-$53)
Filed 2026-11-04
SYM Financial Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.2K (-$52)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.2K (-$52)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares158 from 155
Change+3 (+2%)
Value$8.9K (+$134)
Filed 2026-11-04
Phillip James Consulting Co.
NEW
Shares154
Change+154
Value$8.7K
Filed 2026-11-03
Reap Financial Group, LLC
NEW
Shares150
Change+150
Value$8.4K
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.4K (-$39)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares144 from 285
Change-141 (-49%)
Value$8.1K (-$8.0K)
Filed 2026-10-28
Investors Research Corp
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$7.5K (-$35)
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.6K (-$26)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED
Shares85 from 1,225
Change-1,140 (-93%)
Value$4.8K (-$64.4K)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares84
Change+84
Value$4.7K
Filed 2026-10-13
City State Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.2K (-$19)
Filed 2026-10-20
Horizon Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.2K (-$19)
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.0K (-$13)
Filed 2026-10-21
Quaker Wealth Management, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.9K (-$13)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
DECREASED
Shares37 from 90
Change-53 (-59%)
Value$2.1K (-$3.0K)
Filed 2026-10-15
Guardian Partners Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.0K (-$9)
Filed 2026-10-21
United Community Bank
NEW
Shares34
Change+34
Value$1.9K
Filed 2026-10-28
Birchbrook, Inc.
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$1.7K (+$25)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$413 (+$6)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$62 ($0)
Filed 2026-10-07
Beacon Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$49 (+$1)
Filed 2026-10-13
Atwood & Palmer Inc
NEW
Shares0
Change0
Value$1
Filed 2026-10-08
TBH Global Asset Management, LLC
CLOSED
Shares0 from 89,894
Change-89,894 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-03
LifeWealth Investments, LLC
CLOSED
Shares0 from 85,004
Change-85,004 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-21
Sierra Ocean, LLC
CLOSED
Shares0 from 66,717
Change-66,717 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-03
Anchor Capital Management Group Inc
CLOSED
Shares0 from 39,500
Change-39,500 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
Newport Capital Group, LLC
CLOSED
Shares0 from 37,036
Change-37,036 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
CLOSED
Shares0 from 35,967
Change-35,967 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-29
Herbst Group, LLC
CLOSED
Shares0 from 14,528
Change-14,528 (-100%)
Value$0 (-$820.6K)
Filed 2026-10-20
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,636
Change-10,636 (-100%)
Value$0 (-$600.7K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
CLOSED
Shares0 from 8,310
Change-8,310 (-100%)
Value$0 (-$469.4K)
Filed 2026-10-14
Oak Barrel Wealth Advisory LLC
CLOSED
Shares0 from 7,929
Change-7,929 (-100%)
Value$0 (-$447.8K)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 7,334
Change-7,334 (-100%)
Value$0 (-$414.2K)
Filed 2026-11-05
Columbia Asset Management
CLOSED
Shares0 from 6,894
Change-6,894 (-100%)
Value$0 (-$389.4K)
Filed 2026-10-19
Convergence Financial, LLC
CLOSED
Shares0 from 6,498
Change-6,498 (-100%)
Value$0 (-$367.0K)
Filed 2026-10-27
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 6,186
Change-6,186 (-100%)
Value$0 (-$356.1K)
Filed 2026-10-27
Level Wealth Management LLC
CLOSED
Shares0 from 6,005
Change-6,005 (-100%)
Value$0 (-$339.2K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 5,169
Change-5,169 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 4,631
Change-4,631 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-16
Wespac Advisors, LLC
CLOSED
Shares0 from 4,618
Change-4,618 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-26
Welch Group, LLC
CLOSED
Shares0 from 4,615
Change-4,615 (-100%)
Value$0 (-$260.6K)
Filed 2026-10-29
Atlas Brown,Inc.
CLOSED
Shares0 from 4,215
Change-4,215 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-09
Capital Wealth Alliance, LLC
CLOSED
Shares0 from 4,180
Change-4,180 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-20
West Bancorporation Inc
CLOSED
Shares0 from 4,150
Change-4,150 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-29
Compass Ion Advisors, LLC
CLOSED
Shares0 from 4,134
Change-4,134 (-100%)
Value$0 (-$233.5K)
Filed 2026-10-23
Manchester Capital Management LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-04
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 3,797
Change-3,797 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-26
Core Wealth Partners LLC
CLOSED
Shares0 from 3,758
Change-3,758 (-100%)
Value$0 (-$212.2K)
Filed 2026-11-02
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 3,638
Change-3,638 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-20
Langley Wealth Management, LLC
CLOSED
Shares0 from 3,612
Change-3,612 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-04
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$141.2K)
Filed 2026-11-03
Mather Group, Llc.
CLOSED
Shares0 from 1,902
Change-1,902 (-100%)
Value$0 (-$107.4K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$42.4K)
Filed 2026-10-16
Miller Wealth Advisors, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$13.3K)
Filed 2026-11-02
Entrust Financial LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-21
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-16
Go Invest LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$622)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 48,733,339
Change-48,733,339 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,737,195
Change-29,737,195 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,305,015
Change-17,305,015 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,312,713
Change-11,312,713 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,363,670
Change-10,363,670 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,775,532
Change-8,775,532 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,019,277
Change-8,019,277 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,909,528
Change-6,909,528 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,532,936
Change-6,532,936 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,838,036
Change-5,838,036 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,792,995
Change-5,792,995 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,524,615
Change-3,524,615 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,430,822
Change-3,430,822 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,320,265
Change-3,320,265 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,916,027
Change-2,916,027 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,775,411
Change-2,775,411 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,673,279
Change-2,673,279 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,533,724
Change-2,533,724 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,348,909
Change-2,348,909 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,191,296
Change-2,191,296 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,079,263
Change-2,079,263 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,040,043
Change-2,040,043 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,695,337
Change-1,695,337 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,666,456
Change-1,666,456 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,568,542
Change-1,568,542 (-100%)
Value—
Enstar Group LTD
N/A
Shares— from 1,539,025
Change-1,539,025 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,406,429
Change-1,406,429 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,401,148
Change-1,401,148 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,352,162
Change-1,352,162 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,243,285
Change-1,243,285 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,169,609
Change-1,169,609 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,097,283
Change-1,097,283 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,047,209
Change-1,047,209 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,023,352
Change-1,023,352 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 989,010
Change-989,010 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 917,272
Change-917,272 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 883,142
Change-883,142 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 875,331
Change-875,331 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 787,470
Change-787,470 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 779,214
Change-779,214 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 677,213
Change-677,213 (-100%)
Value—
&partners
N/A
Shares— from 664,513
Change-664,513 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 617,000
Change-617,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 614,920
Change-614,920 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 603,065
Change-603,065 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 602,758
Change-602,758 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 561,809
Change-561,809 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 555,924
Change-555,924 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 553,071
Change-553,071 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 551,039
Change-551,039 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 509,299
Change-509,299 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 446,014
Change-446,014 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 440,188
Change-440,188 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 432,321
Change-432,321 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 430,218
Change-430,218 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 406,844
Change-406,844 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 404,606
Change-404,606 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 375,490
Change-375,490 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 371,380
Change-371,380 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 370,279
Change-370,279 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 368,013
Change-368,013 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 364,432
Change-364,432 (-100%)
Value—
Blair William & Co
N/A
Shares— from 360,228
Change-360,228 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 346,505
Change-346,505 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 338,122
Change-338,122 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 324,851
Change-324,851 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 320,961
Change-320,961 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 312,134
Change-312,134 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 310,180
Change-310,180 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 306,541
Change-306,541 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 302,976
Change-302,976 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 298,098
Change-298,098 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 278,316
Change-278,316 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 276,865
Change-276,865 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 275,402
Change-275,402 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 274,028
Change-274,028 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 267,107
Change-267,107 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 262,507
Change-262,507 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 257,677
Change-257,677 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 250,363
Change-250,363 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 247,393
Change-247,393 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 244,454
Change-244,454 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 234,023
Change-234,023 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 228,835
Change-228,835 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 224,945
Change-224,945 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 224,919
Change-224,919 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 218,401
Change-218,401 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 216,551
Change-216,551 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 216,005
Change-216,005 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 211,573
Change-211,573 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 209,275
Change-209,275 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 208,925
Change-208,925 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 201,798
Change-201,798 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 198,912
Change-198,912 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 195,686
Change-195,686 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 187,759
Change-187,759 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 185,256
Change-185,256 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 180,861
Change-180,861 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 173,404
Change-173,404 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 172,323
Change-172,323 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 171,320
Change-171,320 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 162,624
Change-162,624 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 158,475
Change-158,475 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 157,668
Change-157,668 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 156,481
Change-156,481 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 148,820
Change-148,820 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 143,665
Change-143,665 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 142,863
Change-142,863 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 142,628
Change-142,628 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 142,494
Change-142,494 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 141,906
Change-141,906 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 138,440
Change-138,440 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 137,742
Change-137,742 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 137,343
Change-137,343 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 136,335
Change-136,335 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 133,657
Change-133,657 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 133,479
Change-133,479 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 132,174
Change-132,174 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 131,947
Change-131,947 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 130,729
Change-130,729 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 129,653
Change-129,653 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 129,579
Change-129,579 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 129,411
Change-129,411 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 127,311
Change-127,311 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 125,285
Change-125,285 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 121,186
Change-121,186 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 119,160
Change-119,160 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 115,149
Change-115,149 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 114,777
Change-114,777 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 112,578
Change-112,578 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 111,831
Change-111,831 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 109,704
Change-109,704 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 109,605
Change-109,605 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 108,911
Change-108,911 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 107,822
Change-107,822 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 107,183
Change-107,183 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 107,058
Change-107,058 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 106,552
Change-106,552 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 106,013
Change-106,013 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 105,759
Change-105,759 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 105,133
Change-105,133 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 104,359
Change-104,359 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 103,938
Change-103,938 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 103,347
Change-103,347 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 102,915
Change-102,915 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 102,788
Change-102,788 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 101,978
Change-101,978 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 99,777
Change-99,777 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 98,676
Change-98,676 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 97,586
Change-97,586 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 97,266
Change-97,266 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 96,826
Change-96,826 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 95,863
Change-95,863 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 95,380
Change-95,380 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 94,099
Change-94,099 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 93,704
Change-93,704 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 92,680
Change-92,680 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 91,130
Change-91,130 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 90,974
Change-90,974 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 90,569
Change-90,569 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 88,958
Change-88,958 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 88,697
Change-88,697 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 88,170
Change-88,170 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 87,474
Change-87,474 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 87,032
Change-87,032 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 86,632
Change-86,632 (-100%)
Value—
Boston Partners
N/A
Shares— from 86,360
Change-86,360 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 85,876
Change-85,876 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 85,664
Change-85,664 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 85,481
Change-85,481 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 85,182
Change-85,182 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 84,505
Change-84,505 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 84,240
Change-84,240 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 82,507
Change-82,507 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 82,291
Change-82,291 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 81,443
Change-81,443 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 81,195
Change-81,195 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 80,090
Change-80,090 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 77,612
Change-77,612 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 76,602
Change-76,602 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 76,563
Change-76,563 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 75,389
Change-75,389 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 69,156
Change-69,156 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 69,131
Change-69,131 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 69,044
Change-69,044 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 68,220
Change-68,220 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 67,996
Change-67,996 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 67,959
Change-67,959 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 67,271
Change-67,271 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 66,311
Change-66,311 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 64,701
Change-64,701 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 64,325
Change-64,325 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 64,300
Change-64,300 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 63,207
Change-63,207 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 62,509
Change-62,509 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 62,147
Change-62,147 (-100%)
Value—
American Trust
N/A
Shares— from 61,332
Change-61,332 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 61,193
Change-61,193 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 60,455
Change-60,455 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 59,374
Change-59,374 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 59,262
Change-59,262 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 58,909
Change-58,909 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 58,465
Change-58,465 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 58,188
Change-58,188 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 57,026
Change-57,026 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 56,055
Change-56,055 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 55,230
Change-55,230 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 54,220
Change-54,220 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 54,076
Change-54,076 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 53,530
Change-53,530 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 53,401
Change-53,401 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 53,314
Change-53,314 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 52,415
Change-52,415 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 51,803
Change-51,803 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 51,010
Change-51,010 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 50,481
Change-50,481 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 50,386
Change-50,386 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 49,402
Change-49,402 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 49,302
Change-49,302 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 49,115
Change-49,115 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 48,915
Change-48,915 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 48,733
Change-48,733 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 47,868
Change-47,868 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 46,579
Change-46,579 (-100%)
Value—
Invst, LLC
N/A
Shares— from 45,627
Change-45,627 (-100%)
Value—
Betterment LLC
N/A
Shares— from 45,161
Change-45,161 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 45,023
Change-45,023 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 44,560
Change-44,560 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 44,499
Change-44,499 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 44,426
Change-44,426 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 43,915
Change-43,915 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 43,907
Change-43,907 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 43,254
Change-43,254 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 41,595
Change-41,595 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 41,575
Change-41,575 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 41,470
Change-41,470 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 40,631
Change-40,631 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 40,363
Change-40,363 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 39,435
Change-39,435 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 37,895
Change-37,895 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 37,884
Change-37,884 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 37,646
Change-37,646 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 36,625
Change-36,625 (-100%)
Value—
Croban
N/A
Shares— from 36,340
Change-36,340 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 35,869
Change-35,869 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 35,822
Change-35,822 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 35,696
Change-35,696 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 35,263
Change-35,263 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 35,247
Change-35,247 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 35,096
Change-35,096 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 35,080
Change-35,080 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 34,566
Change-34,566 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 34,439
Change-34,439 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 34,280
Change-34,280 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 33,326
Change-33,326 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 33,078
Change-33,078 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 33,020
Change-33,020 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 32,674
Change-32,674 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 32,670
Change-32,670 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 32,607
Change-32,607 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32,559
Change-32,559 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,720
Change-31,720 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 31,350
Change-31,350 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 31,349
Change-31,349 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 31,306
Change-31,306 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 30,829
Change-30,829 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 30,066
Change-30,066 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 29,963
Change-29,963 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 29,885
Change-29,885 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 29,666
Change-29,666 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 29,190
Change-29,190 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 29,082
Change-29,082 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 28,229
Change-28,229 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,586
Change-27,586 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 27,521
Change-27,521 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 27,101
Change-27,101 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 26,891
Change-26,891 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 26,725
Change-26,725 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 26,666
Change-26,666 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 25,958
Change-25,958 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 25,560
Change-25,560 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 25,302
Change-25,302 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 25,288
Change-25,288 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 24,907
Change-24,907 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,570
Change-24,570 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 24,214
Change-24,214 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 23,724
Change-23,724 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 23,653
Change-23,653 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 23,562
Change-23,562 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,375
Change-23,375 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 23,360
Change-23,360 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 22,797
Change-22,797 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 22,754
Change-22,754 (-100%)
Value—
Commerce Bank
N/A
Shares— from 22,658
Change-22,658 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 22,573
Change-22,573 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 22,536
Change-22,536 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 22,094
Change-22,094 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 22,008
Change-22,008 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 21,655
Change-21,655 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,314
Change-21,314 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 21,293
Change-21,293 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 20,770
Change-20,770 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 20,713
Change-20,713 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,447
Change-20,447 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 20,190
Change-20,190 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,182
Change-20,182 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 20,129
Change-20,129 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 20,112
Change-20,112 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 20,068
Change-20,068 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,971
Change-19,971 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 19,891
Change-19,891 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 19,889
Change-19,889 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 18,851
Change-18,851 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 18,693
Change-18,693 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 18,335
Change-18,335 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 17,556
Change-17,556 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 17,135
Change-17,135 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 17,070
Change-17,070 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,727
Change-16,727 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,617
Change-16,617 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 16,374
Change-16,374 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 16,327
Change-16,327 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 16,250
Change-16,250 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 16,105
Change-16,105 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,008
Change-16,008 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 15,682
Change-15,682 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,367
Change-15,367 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 14,739
Change-14,739 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 14,428
Change-14,428 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 13,873
Change-13,873 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 13,803
Change-13,803 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,798
Change-13,798 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 13,383
Change-13,383 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 13,248
Change-13,248 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 13,191
Change-13,191 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,152
Change-13,152 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,844
Change-12,844 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 12,554
Change-12,554 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 12,175
Change-12,175 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 12,105
Change-12,105 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 11,248
Change-11,248 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,142
Change-11,142 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,524
Change-10,524 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
United Bank
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,226
Change-10,226 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 9,878
Change-9,878 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 9,661
Change-9,661 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9,448
Change-9,448 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,713
Change-8,713 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,257
Change-7,257 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
EWA, LLC
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,109
Change-7,109 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,645
Change-5,645 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 5,236
Change-5,236 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 5,141
Change-5,141 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,673
Change-3,673 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 943
Change-943 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 650
Change-650 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
EFG International AG
N/A
Shares— from 500
Change-500 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 326
Change-326 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 248
Change-248 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 172
Change-172 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 151
Change-151 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 101
Change-101 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 46
Change-46 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 25
Change-25 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED3,517,9833,912,766-394,783-10%$221.0M$197.8M-$23.2M2026-11-02
Confluence Wealth Services, Inc.
INCREASED3,397,3212,819,530+577,791+20%$159.2M$191.0M+$31.8M2026-11-05
Bank of New York Mellon Corp
INCREASED2,397,2772,319,514+77,763+3%$131.0M$134.8M+$3.8M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED2,099,6581,886,983+212,675+11%$106.6M$118.0K-$106.5M2026-11-02
Kestra Advisory Services, LLC
INCREASED2,048,2222,036,649+11,573+1%$115.0M$115.2M+$121.1K2026-11-02
Hamilton Capital, LLC
INCREASED1,498,0241,458,926+39,098+3%$82.4M$84.2M+$1.8M2026-10-08
Traynor Capital Management, Inc.
INCREASED1,071,3021,044,284+27,018+3%$59.0M$60.2M+$1.2M2026-10-29
Apollon Wealth Management, LLC
INCREASED1,029,601911,781+117,820+13%$51.5M$57.9M+$6.4M2026-10-23
Kathmere Capital Management, LLC
INCREASED970,665858,562+112,103+13%$48.5M$54.6M+$6.1M2026-10-20
Truist Financial Corp
DECREASED908,600963,150-54,550-6%$54.4M$51.1M-$3.3M2026-10-30
Nottingham Advisors, Inc.
INCREASED830,011720,889+109,122+15%$48.0M$46.5M-$1.5M2026-10-29
First Financial Bank - Trust Division
INCREASED754,758731,100+23,658+3%$41.3M$42.4M+$1.1M2026-10-01
Oakworth Capital, Inc.
DECREASED742,932761,974-19,042-2%$42.9M$41.8M-$1.1M2026-10-26
Pinnacle Associates LTD
INCREASED731,398728,737+2,661+0%$41.2M$41.1M-$39.9K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED666,640650,697+15,943+2%$36.8M$37.5M+$727.2K2026-10-30
New York Life Investment Management LLC
INCREASED661,62540,125+621,500+1549%$2.3M$37.2M+$34.9M2026-11-04
Horizon Advisory Services, Inc.
INCREASED655,793643,054+12,739+2%$36.3M$36.9M+$548.9K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED654,235623,950+30,285+5%$35.4M$37.1M+$1.7M2026-10-13
Foguth Wealth Management, Llc.
DECREASED632,098998,741-366,643-37%$56.3M$36.1M-$20.3M2026-10-19
Bernardo Wealth Planning LLC
INCREASED617,808277,579+340,229+123%$15.7M$34.7M+$19.1M2026-10-23
HUB Investment Partners, LLC
DECREASED614,823862,892-248,069-29%$48.7M$34.6M-$14.2M2026-11-03
Citigroup Inc
INCREASED607,865542,338+65,527+12%$30.6M$34.2M+$3.5M2026-11-04
Bokf, NA
INCREASED597,070527,355+69,715+13%$29.8M$33.6M+$3.8M2026-10-27
Brookstone Capital Management
DECREASED592,354840,573-248,219-30%$47.5M$33.3M-$14.2M2026-10-22
Sterling Investment Counsel, LLC
INCREASED582,131551,241+30,890+6%$31.1M$32.7M+$1.6M2026-10-19
Davenport & Co LLC
INCREASED535,255516,205+19,050+4%$29.2M$30.1M+$936.8K2026-10-14
Lido Advisors, LLC
INCREASED530,459503,990+26,469+5%$28.5M$29.8M+$1.4M2026-11-04
Curran Financial Partners, LLC
INCREASED517,187461,348+55,839+12%$26.1M$29.1M+$3.0M2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED509,959524,142-14,183-3%$29.6M$28.7M-$933.6K2026-10-20
Wagner Wealth Management, LLC
INCREASED503,656482,619+21,037+4%$27.3M$28.3M+$1.1M2026-10-21
Capital Investment Advisors, LLC
DECREASED493,015518,469-25,454-5%$29.3M$27.7M-$1.6M2026-10-22
Rational Advisors, Inc.
DECREASED492,400499,379-6,979-1%$28.2M$27.7M-$522.2K2026-11-02
Orrstown Financial Services Inc
INCREASED470,051443,484+26,567+6%$25.0M$26.4M+$1.4M2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED436,686428,862+7,824+2%$24.2M$24.6M+$328.3K2026-10-23
Midwest Trust Co
DECREASED436,282444,524-8,242-2%$25.1M$24.5M-$578.9K2026-10-22
Avantax Planning Partners, Inc.
INCREASED417,659415,889+1,770+0%$23.5M$23.5M-$8.6K2026-11-03
TigerOak Management, L.L.C.
INCREASED388,148386,664+1,484+0%$21.8M$21.8M-$17.1K2026-10-23
Parallel Advisors, LLC
INCREASED387,12367,863+319,260+470%$3.8M$21.8M+$17.9M2026-11-03
Oppenheimer & Co Inc
INCREASED384,033378,385+5,648+1%$21.4M$21.6M+$219.2K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED379,765358,114+21,651+6%$20.2M$21.4M+$1.1M2026-10-30
Prospera Financial Services Inc
DECREASED375,828423,847-48,019-11%$23.9M$21.6M-$2.3M2026-11-04
Cornerstone Enterprises, LLC
DECREASED366,180567,410-201,230-35%$32.0M$20.6M-$11.5M2026-10-15
Beacon Financial Advisory LLC
DECREASED356,045360,022-3,977-1%$20.3M$20.0M-$317.2K2026-10-16
Rezny Wealth Management, Inc.
DECREASED353,739354,274-5350%$20.0M$19.9M-$122.2K2026-10-15
Arrow Financial Corp
INCREASED346,877307,394+39,483+13%$17.4M$19.5M+$2.1M2026-10-26
Fifth Third Bancorp
DECREASED338,376346,290-7,914-2%$19.6M$19.0M-$534.9K2026-11-05
Columbus Macro, LLC
INCREASED335,079313,169+21,910+7%$17.7M$18.8M+$1.2M2026-10-14
Tenzing Financial LLC
INCREASED333,207313,229+19,978+6%$17.8M$19.0M+$1.2M2026-11-03
Rakuten Investment Management, Inc.
INCREASED325,834251,534+74,300+30%$14.2M$18.4M+$4.2M2026-10-30
J.W. Cole Advisors, Inc.
DECREASED324,112391,298-67,186-17%$22.1M$18.2M-$3.9M2026-11-05
Steele Capital Management, Inc.
INCREASED307,650293,175+14,475+5%$16.6M$17.3M+$737.5K2026-11-02
Cooper Financial Group
DECREASED305,779362,108-56,329-16%$20.5M$17.2M-$3.3M2026-10-07
Farther Finance Advisors, LLC
INCREASED302,533203,620+98,913+49%$11.5M$17.0M+$5.5M2026-10-08
Americana Partners, LLC
DECREASED295,357300,653-5,296-2%$17.0M$16.6M-$376.0K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED291,577216,817+74,760+34%$12.2M$16.4M+$4.1M2026-10-16
Chicago Partners Investment Group LLC
DECREASED290,617382,036-91,419-24%$21.6M$16.5M-$5.0M2026-10-27
D.A. Davidson & Co.
INCREASED289,205276,346+12,859+5%$15.6M$16.3M+$651.1K2026-10-28
Financial Futures Ltd Liability Co.
INCREASED283,765262,598+21,167+8%$14.8M$16.0M+$1.1M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED273,771240,849+32,922+14%$13.6M$15.4M+$1.8M2026-10-21
Advisors Management Group Inc
DECREASED273,745277,689-3,944-1%$15.7M$15.4M-$294.0K2026-11-05
Apella Capital, LLC
DECREASED269,510366,544-97,034-26%$20.8M$15.2M-$5.6M2026-10-08
Larson Financial Group LLC
INCREASED268,165256,056+12,109+5%$14.5M$15.1M+$614.2K2026-11-05
Creative Planning
DECREASED266,978280,366-13,388-5%$15.8M$15.0M-$825.6K2026-11-02
Appleton Partners Inc
DECREASED265,571266,226-6550%$15.0M$14.9K-$15.0M2026-10-30
SBI Securities Co., Ltd.
INCREASED263,565261,762+1,803+1%$14.8M$14.8M+$33.3K2026-10-22
Fagan Associates, Inc.
DECREASED261,279269,887-8,608-3%$15.2M$14.7M-$554.1K2026-10-13
Prentice Wealth Management LLC
INCREASED258,768251,390+7,378+3%$14.2M$14.5M+$349.4K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED258,660237,900+20,760+9%$13.4M$14.5M+$1.1M2026-10-23
Magnus Financial Group LLC
INCREASED258,351253,551+4,800+2%$14.3M$14.5M+$204.0K2026-10-21
Indivisible Partners
INCREASED255,524251,958+3,566+1%$14.2M$14.4M+$135.0K2026-10-26
Floyd Financial Group LLC
DECREASED249,353254,043-4,690-2%$14.4M$14.2M-$178.1K2026-10-28
Signature Wealth Management Partners, LLC
INCREASED249,162245,018+4,144+2%$13.8M$14.0M+$169.3K2026-10-21
Patten & Patten Inc
DECREASED247,803258,510-10,707-4%$14.6M$13.9M-$669.2K2026-10-26
AdvisorNet Financial, Inc
DECREASED240,504292,360-51,856-18%$16.5M$13.7M-$2.8M2026-10-15
Fifth Third Securities, Inc.
INCREASED234,652197,548+37,104+19%$11.2M$13.2M+$2.0M2026-10-21
Decker Retirement Planning Inc.
INCREASED229,723193,043+36,680+19%$10.9M$12.9M+$2.0M2026-10-19
Wedbush Securities Inc
INCREASED227,730223,130+4,600+2%$12.6M$12.8K-$12.6M2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED224,966423,919-198,953-47%$23.9M$12.6M-$11.3M2026-11-04
IVC Wealth Advisors LLC
INCREASED224,548223,038+1,510+1%$12.6M$12.6M+$26.9K2026-10-23
St. Clair Advisors, LLC
DECREASED219,956226,145-6,189-3%$12.8M$12.4M-$406.8K2026-10-13
Power Wealth Management LLC
INCREASED215,532198,717+16,815+8%$11.2M$12.1M+$893.7K2026-10-27
Financial Guidance Group, Inc.
DECREASED214,667218,014-3,347-2%$12.3M$12.1M-$244.9K2026-10-21
Thrivent Financial for Lutherans
INCREASED211,878204,117+7,761+4%$11.5M$11.9M+$333.0K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED209,158208,492+666+0%$11.8M$11.8M-$16.8K2026-10-13
TD Waterhouse Canada Inc.
INCREASED203,108178,262+24,846+14%$10.0M$11.4M+$1.4M2026-10-16
Mechanics Bank Trust Department
DECREASED199,068229,937-30,869-13%$13.0M$11.2M-$1.8M2026-10-13
ADG Wealth Management Group, LLC
INCREASED196,772191,834+4,938+3%$10.8M$11.1M+$227.8K2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED195,739195,73900%$11.1M$11.1M$02026-11-03
First Hawaiian Bank
INCREASED192,819186,472+6,347+3%$10.5M$10.8M+$308.3K2026-10-14
Cassia Capital Partners, LLC
INCREASED192,531186,743+5,788+3%$10.5M$10.8M+$276.8K2026-11-04
MBA Advisors LLC
INCREASED192,407188,376+4,031+2%$10.6M$10.8M+$177.6K2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED190,470187,367+3,103+2%$10.6M$10.7M+$127.6K2026-10-15
MGO One Seven LLC
INCREASED188,166153,744+34,422+22%$8.7M$10.6M+$1.9M2026-10-28
Edgemoor Investment Advisors, Inc.
INCREASED186,164177,479+8,685+5%$10.0M$10.5M+$442.1K2026-11-03
Fermata Advisors, LLC
DECREASED185,394240,393-54,999-23%$13.6M$10.4M-$3.2M2026-10-13
Central Trust Co
INCREASED185,249169,687+15,562+9%$9.6M$10.4M+$830.8K2026-11-05
Global Assets Advisory, LLC
INCREASED183,969175,115+8,854+5%$9.8M$10.4M+$509.7K2026-10-28
Montis Financial, LLC
INCREASED183,242180,176+3,066+2%$10.2M$10.3M+$125.5K2026-11-04
Cambridge Advisors Inc.
INCREASED182,373181,433+940+1%$10.2M$10.3M+$5.7K2026-10-19
Integrity Wealth Partners, LLC
NEW179,860—+179,860——$10.1M—2026-10-14
Hunter Associates Investment Management LLC
INCREASED178,116166,377+11,739+7%$9.4M$10.0K-$9.4M2026-10-26
Courier Capital LLC
DECREASED176,960203,714-26,754-13%$11.5M$9.9M-$1.6M2026-10-19
Allen Capital Group, LLC
DECREASED176,444216,664-40,220-19%$12.2M$9.9M-$2.3M2026-10-27
Eastern Bank
INCREASED171,764170,656+1,108+1%$9.6M$9.7M+$17.9K2026-10-05
Koshinski Asset Management, Inc.
INCREASED171,303167,985+3,318+2%$9.5M$9.6M+$142.9K2026-10-29
Integrity Alliance, Llc.
INCREASED170,707167,848+2,859+2%$9.5M$9.6M+$117.1K2026-10-29
Smart Wealth LLC
INCREASED169,991143,327+26,664+19%$8.1M$9.6M+$1.5M2026-11-04
Soltis Investment Advisors LLC
INCREASED169,947114,039+55,908+49%$6.4M$9.6M+$3.1M2026-10-28
Scott Capital Advisors, LLC
INCREASED168,595162,601+5,994+4%$9.2M$9.5M+$333.5K2026-10-13
DeDora Capital, Inc.
INCREASED165,861159,611+6,250+4%$9.0M$9.3M+$309.9K2026-10-26
Independent Financial Group, LLC
DECREASED165,782180,844-15,062-8%$10.2M$9.3M-$893.8K2026-10-13
Curtis Advisory Group, LLC
DECREASED165,745191,292-25,547-13%$10.8M$9.3M-$1.5M2026-10-28
Oasis Advisors, LLC
INCREASED162,86767,470+95,397+141%$3.8M$9.2M+$5.3M2026-10-16
Assetmark, Inc
INCREASED159,129146,434+12,695+9%$8.3M$8.9M+$675.6K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED159,083158,461+622+0%$8.9M$8.9M-$6.2K2026-10-14
Choreo, LLC
DECREASED157,775318,695-160,920-50%$18.0M$8.9M-$9.1M2026-10-28
Fairway Wealth LLC
INCREASED157,217152,703+4,514+3%$8.6M$8.8M+$214.1K2026-10-30
Sulzberger Capital Advisors, Inc.
INCREASED155,302146,306+8,996+6%$8.3M$8.7M+$467.7K2026-10-20
Sterling Investment Advisors, Ltd.
INCREASED152,628147,147+5,481+4%$8.3M$8.6M+$269.9K2026-10-27
MCF Advisors LLC
DECREASED152,389188,450-36,061-19%$10.6M$8.6M-$2.1M2026-10-28
Sigma Planning Corp
INCREASED149,812129,123+20,689+16%$7.3M$8.4M+$1.1M2026-10-23
Wincap Financial LLC
INCREASED147,441108,719+38,722+36%$6.1M$8.3M+$2.1M2026-10-20
High Net Worth Advisory Group LLC
DECREASED147,195147,628-4330%$8.3M$8.3M-$62.7K2026-10-26
Krilogy Financial LLC
DECREASED143,433165,553-22,120-13%$9.4M$8.2M-$1.2M2026-10-13
International Assets Investment Management, LLC
DECREASED141,282150,205-8,923-6%$8.4M$7.9M-$527.6K2026-11-02
Fiduciary Family Office, LLC
DECREASED140,552156,548-15,996-10%$8.8M$7.9M-$940.0K2026-11-04
KFG Wealth Management, LLC
INCREASED137,191121,768+15,423+13%$6.9M$7.7M+$835.4K2026-10-16
NWF Advisory Services Inc.
DECREASED133,510144,285-10,775-7%$8.1M$7.5M-$643.3K2026-10-19
Turn8 Private Wealth Inc.
INCREASED132,061129,107+2,954+2%$7.4M$7.4M+$31.0K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED131,738129,883+1,855+1%$7.3M$7.4M+$70.6K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED130,585139,974-9,389-7%$7.9M$7.3M-$564.2K2026-11-04
Beam Wealth Advisors, Inc.
INCREASED129,871111,463+18,408+17%$6.3M$7.3M+$1.0M2026-11-03
StrongBox Wealth, LLC
INCREASED128,885127,988+897+1%$7.2M$7.2M+$17.2K2026-11-02
Axxcess Wealth Management, LLC
DECREASED126,783134,823-8,040-6%$7.6M$7.1M-$487.1K2026-10-21
New England Private Wealth Advisors LLC
DECREASED125,574130,776-5,202-4%$7.4M$7.1M-$368.3K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW123,828—+123,828——$6.9M—2026-10-15
Leelyn Smith, LLC
INCREASED122,908119,192+3,716+3%$6.7M$6.9M+$177.9K2026-11-03
TD Private Client Wealth LLC
INCREASED121,15486,798+34,356+40%$4.9M$6.8M+$1.9M2026-10-28
Mayfair Advisory Group, LLC
DECREASED120,396123,132-2,736-2%$7.0M$6.8M-$225.3K2026-10-20
Aureum Wealth Management, LLC
INCREASED119,393117,157+2,236+2%$6.6M$6.7M+$95.3K2026-10-15
Investment Partners Asset Management, Inc.
INCREASED117,538114,098+3,440+3%$6.4M$6.6M+$163.7K2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED116,984119,983-2,999-2%$6.8M$6.6M-$199.8K2026-10-14
Penney Financial, LLC
INCREASED115,965100,261+15,704+16%$5.7M$6.5M+$856.8K2026-10-20
Nova Financial LLC
NEW115,943—+115,943——$6.5M—2026-11-04
J. Team Financial, Inc.
INCREASED115,75497,071+18,683+19%$5.5M$6.5M+$1.0M2026-11-03
Lebenthal Global Advisors, LLC
DECREASED115,537117,271-1,734-1%$6.6M$6.5M-$128.0K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED114,739116,375-1,636-1%$6.6M$6.5M-$122.2K2026-10-14
HBW Advisory Services LLC
DECREASED114,351414,559-300,208-72%$23.4M$6.4M-$17.0M2026-10-15
Avior Wealth Management, LLC
INCREASED113,425106,114+7,311+7%$6.0M$6.4M+$383.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED113,1393,918+109,221+2788%$221.3K$6.4M+$6.1M2026-10-07
Community Financial Services Group, LLC
DECREASED112,973117,545-4,572-4%$6.6M$6.3M-$278.0K2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED111,932105,369+6,563+6%$6.0M$6.3M+$341.6K2026-11-03
Selective Wealth Management, Inc.
INCREASED111,863107,068+4,795+4%$6.1M$6.4M+$339.4K2026-10-16
Mission Wealth Management, LP
INCREASED111,25293,263+17,989+19%$5.3M$6.3M+$987.1K2026-10-15
Vise Technologies, Inc.
INCREASED110,70876,285+34,423+45%$4.3M$6.2M+$1.9M2026-10-29
Blue Water Asset Management
INCREASED110,009107,520+2,489+2%$6.1M$6.2M+$111.9K2026-11-04
Lake Street Private Wealth, LLC
DECREASED108,824117,781-8,957-8%$6.7M$6.1M-$534.2K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED108,713114,678-5,965-5%$6.5M$6.1M-$365.2K2026-10-21
Vivid Wealth Management, LLC
DECREASED108,112109,173-1,061-1%$6.2M$6.1M-$88.1K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED107,89681,743+26,153+32%$4.6M$6.1M+$1.5M2026-10-13
Asset Allocation Strategies LLC
INCREASED107,77095,438+12,332+13%$5.4M$6.1M+$668.5K2026-10-20
S&A Financial Services, Inc.
INCREASED107,41494,713+12,701+13%$5.3M$6.0M+$689.3K2026-11-03
Milestone Asset Management, LLC
INCREASED107,269107,221+48+0%$6.1M$6.0M-$25.2K2026-10-15
Eagle Bluffs Wealth Management LLC
INCREASED106,447102,284+4,163+4%$5.8M$6.0M+$207.5K2026-10-20
Spire Wealth Management
DECREASED104,054110,034-5,980-5%$6.2M$5.8M-$364.8K2026-10-30
Vavra Capital Management, LLC
INCREASED104,04189,993+14,048+16%$5.1M$5.8M+$766.4K2026-10-14
Focused Wealth Management, Inc
INCREASED104,02698,934+5,092+5%$5.6M$5.8M+$260.5K2026-10-30
Saxony Capital Management, LLC
DECREASED103,725114,858-11,133-10%$6.5M$5.8M-$655.7K2026-10-15
Intrua Financial, LLC
DECREASED103,535111,071-7,536-7%$6.3M$5.8M-$452.6K2026-10-28
Bauman Advisory Group, LLC
INCREASED103,46198,124+5,337+5%$5.5M$5.8M+$274.5K2026-10-29
Aprio Wealth Management, LLC
DECREASED102,843139,896-37,053-26%$7.9M$5.8M-$2.1M2026-10-28
Perigon Wealth Management, LLC
INCREASED101,235100,115+1,120+1%$5.7M$5.7M+$36.9K2026-10-22
Base Wealth Management LLC
DECREASED98,846100,404-1,558-2%$5.7M$5.6M-$113.7K2026-10-21
Claro Advisors Inc.
INCREASED98,79393,290+5,503+6%$5.3M$5.6M+$285.1K2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED98,63796,503+2,134+2%$5.5M$5.5M+$94.9K2026-10-30
Cullen T Bankers, Inc.
INCREASED97,97653,429+44,547+83%$3.0M$5.5M+$2.5M2026-10-28
Centurion Wealth Management LLC
DECREASED97,802100,301-2,499-2%$5.7M$5.5M-$166.6K2026-10-13
Thrive Capital Management, LLC
INCREASED97,71986,034+11,685+14%$4.9M$5.5M+$634.5K2026-10-28
Sowell Financial Services LLC
INCREASED97,37780,304+17,073+21%$4.5M$5.5M+$938.9K2026-10-23
Snider Financial Group
INCREASED97,33492,400+4,934+5%$5.2M$5.5M+$253.3K2026-10-16
Diversify Advisory Services, LLC
DECREASED95,906115,465-19,559-17%$6.6M$5.5M-$1.1M2026-10-20
Diversify Wealth Management, LLC
DECREASED95,906115,465-19,559-17%$6.6M$5.5M-$1.1M2026-10-20
Stonebridge Financial Group, LLC
DECREASED95,011114,877-19,866-17%$6.5M$5.3M-$1.1M2026-10-01
Clark Wealth Partners
INCREASED94,33690,809+3,527+4%$5.1M$5.3M+$174.7K2026-10-19
Kingstone Capital Partners Texas, LLC
INCREASED91,70485,199+6,505+8%$4.8M$5.2M+$343.6K2026-11-03
Ulland Investment Advisors, LLC
DECREASED91,67391,995-3220%$5.2K$5.2K-$422026-10-13
Retirement Guys Formula LLC
INCREASED90,03683,530+6,506+8%$4.7M$5.1M+$344.1K2026-10-26
Childress Capital Advisors, LLC
DECREASED89,957117,031-27,074-23%$6.6M$5.1M-$1.6M2026-10-28
Nations Financial Group Inc,
INCREASED89,61180,906+8,705+11%$4.6M$5.0M+$468.4K2026-11-05
Integrated Financial Solutions, Inc.
INCREASED89,29586,245+3,050+4%$4.9M$5.0M+$149.0K2026-10-09
Flagstar Securities, Inc
INCREASED89,08086,517+2,563+3%$4.9M$5.0M+$121.5K2026-10-15
RDA Financial Network
INCREASED89,03678,821+10,215+13%$4.5M$5.0M+$553.8K2026-10-15
Visionary Wealth Advisors
DECREASED85,634102,686-17,052-17%$5.8M$4.8M-$985.4K2026-11-04
4Wealth Advisors, Inc.
INCREASED85,55680,521+5,035+6%$4.5M$4.8M+$288.5K2026-10-13
SkyOak Wealth, LLC
INCREASED85,32678,136+7,190+9%$4.4M$4.8M+$383.9K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED85,20484,011+1,193+1%$4.7M$4.8M+$45.2K2026-10-13
Henderson Brothers Financial Partners, LLC
INCREASED84,91675,586+9,330+12%$4.3M$4.8M+$504.9K2026-11-03
Silverlake Wealth Management LLC
INCREASED84,85678,706+6,150+8%$4.4M$4.8M+$325.3K2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED83,098105,425-22,327-21%$6.0M$4.7M-$1.3M2026-11-05
Park Avenue Securities LLC
INCREASED83,06875,536+7,532+10%$4.3M$4.7K-$4.3M2026-10-26
Windsor Capital Management, LLC
INCREASED81,34579,364+1,981+3%$4.5M$4.6M+$90.7K2026-10-13
Weinberger Asset Management, Inc
INCREASED80,42276,226+4,196+6%$4.4M$4.5M+$149.8K2026-10-28
Kennedy Investment Group, Inc.
DECREASED80,29283,881-3,589-4%$4.7M$4.5M-$223.6K2026-10-21
IFP Advisors, Inc
INCREASED80,26679,641+625+1%$4.5M$4.5M+$14.4K2026-10-16
JSF Financial, LLC
INCREASED79,56576,473+3,092+4%$4.3M$4.5M+$153.9K2026-10-22
Solutions 4 Wealth, Ltd
INCREASED79,29159,336+19,955+34%$3.4M$4.5M+$1.1M2026-11-03
Daymark Wealth Partners, LLC
DECREASED79,19088,282-9,092-10%$5.0M$4.5M-$534.1K2026-11-04
TrustBank
DECREASED78,71082,691-3,981-5%$4.7M$4.4M-$245.3K2026-10-20
LongView Wealth Management
INCREASED78,65469,132+9,522+14%$3.9M$4.4M+$517.3K2026-10-19
Onyx Bridge Wealth Group LLC
INCREASED78,50177,627+874+1%$4.4M$4.4M+$29.0K2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED77,50371,089+6,414+9%$4.0M$4.4M+$342.1K2026-10-19
Semus Wealth Partners LLC
INCREASED76,87275,807+1,065+1%$4.3M$4.3M+$40.2K2026-10-22
M.E. Allison & Co., Inc.
INCREASED76,51775,481+1,036+1%$4.3M$4.3M+$38.6K2026-10-09
Armstrong Advisory Group, Inc
INCREASED76,33875,535+803+1%$4.3M$4.3M+$25.5K2026-10-09
21 West Wealth Management LLC
DECREASED75,73276,754-1,022-1%$4.3M$4.3M-$77.4K2026-10-13
Marino, Stram & Associates LLC
INCREASED75,06170,104+4,957+7%$4.0M$4.2M+$260.4K2026-10-22
AlphaStar Capital Management, LLC
DECREASED74,78475,293-509-1%$4.3M$4.2M-$48.2K2026-10-16
RFG Advisory, LLC
INCREASED74,14671,955+2,191+3%$4.1M$4.2M+$104.5K2026-11-03
SAX Wealth Advisors, LLC
INCREASED72,95965,547+7,412+11%$3.7M$4.1M+$386.5K2026-10-13
Princeton Global Asset Management LLC
INCREASED72,52872,079+449+1%$4.1M$4.1M+$6.5K2026-10-21
Signal Advisors Wealth, LLC
INCREASED72,16054,935+17,225+31%$3.1M$4.1M+$954.1K2026-10-13
Nfsg Corp
INCREASED71,23065,652+5,578+9%$3.7M$4.0M+$296.5K2026-10-15
Ignite Planners, LLC
INCREASED69,98366,208+3,775+6%$3.7M$3.9M+$195.0K2026-10-14
AlphaCore Capital LLC
DECREASED68,47273,972-5,500-7%$4.2M$3.8M-$328.5K2026-11-04
Grantvest Financial Group LLC
DECREASED67,75572,285-4,530-6%$4.1M$3.8M-$273.5K2026-10-21
Register Financial Advisors LLC
INCREASED66,86865,628+1,240+2%$3.7M$3.8M+$52.6K2026-10-23
Private Client Services, LLC
DECREASED65,70873,191-7,483-10%$4.1M$3.7M-$439.8K2026-10-02
Redmond Asset Management, LLC
INCREASED65,35042,795+22,555+53%$2.4M$3.7M+$1.3M2026-10-27
Taylor Securities Services, Inc.
INCREASED64,83535,852+28,983+81%$2.0M$3.6M+$1.6M2026-10-20
J2 Capital Management Inc
INCREASED64,51161,550+2,961+5%$3.5M$3.6M+$150.5K2026-10-19
Herold Advisors, Inc.
INCREASED64,42462,700+1,724+3%$3.5M$3.6M+$86.7K2026-10-19
Summit Wealth Group LLC / Co
NEW64,316—+64,316——$3.6M—2026-10-29
BG Investment Services, LLC
INCREASED63,59352,079+11,514+22%$2.9M$3.6M+$633.8K2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED63,346108,085-44,739-41%$6.1M$3.6M-$2.5M2026-11-05
Interchange Capital Partners, LLC
INCREASED62,36557,069+5,296+9%$3.2M$3.5M+$298.4K2026-10-28
Clarity Wealth Advisors, LLC
DECREASED62,34062,799-459-1%$3.5M$3.5M-$42.1K2026-10-21
Chapin Davis, Inc.
INCREASED62,05059,829+2,221+4%$3.4M$3.5M+$109.4K2026-10-09
Fortress Financial Solutions, LLC
NEW62,048—+62,048——$3.5M—2026-10-14
Foresight Capital Management Advisors, Inc.
INCREASED61,60760,946+661+1%$3.4M$3.5M+$21.3K2026-10-27
Evermay Wealth Management LLC
DECREASED61,45463,599-2,145-3%$3.6M$3.5M-$137.1K2026-11-05
Financial Management Network Inc
INCREASED61,20260,281+921+2%$3.4M$3.4M+$24.5K2026-10-09
Focus Financial Network, Inc.
INCREASED61,11560,176+939+2%$3.4M$3.4M+$37.1K2026-10-14
Centennial Advisors, LLC
INCREASED61,10659,634+1,472+2%$3.4M$3.4M+$67.2K2026-10-21
Parsons Capital Management Inc
INCREASED60,00955,981+4,028+7%$3.2M$3.4M+$211.9K2026-10-28
Atria Investments, Inc
DECREASED59,74794,690-34,943-37%$5.3M$3.4M-$2.0M2026-10-15
Innovative Wealth Building LLC
INCREASED59,37855,531+3,847+7%$3.1M$3.3M+$201.8K2026-10-14
Financially Speaking Inc
NEW58,544—+58,544——$3.3M—2026-11-05
Tempus Wealth Planning, LLC
DECREASED58,45858,552-940%$3.3M$3.3M-$20.5K2026-10-14
M Holdings Securities, Inc.
DECREASED58,22159,006-785-1%$3.3M$3.3K-$3.3M2026-11-03
LJI Wealth Management, LLC
INCREASED57,69750,146+7,551+15%$2.8M$3.2M+$411.5K2026-10-28
Cap Partners, LLC
DECREASED57,16657,371-2050%$3.2M$3.2M-$26.4K2026-10-19
Lewis Asset Management, LLC
DECREASED57,14861,477-4,329-7%$3.5M$3.2M-$259.4K2026-10-14
First Premier Bank
DECREASED56,29061,156-4,866-8%$3.5K$3.2K-$2892026-10-13
Independent Wealth Network Inc.
DECREASED55,37260,810-5,438-9%$3.4M$3.1M-$321.5K2026-10-19
LexAurum Advisors, LLC
DECREASED54,55656,007-1,451-3%$3.2M$3.1M-$96.2K2026-10-19
Ellis Investment Partners, LLC
DECREASED54,47160,477-6,006-10%$3.4M$3.1M-$353.4K2026-10-21
Studio Investment Management LLC
INCREASED54,26354,050+213+0%$3.1M$3.1M-$2.1K2026-10-22
San Luis Wealth Advisors LLC
INCREASED52,98251,848+1,134+2%$2.9M$3.0M+$50.3K2026-10-27
Principle Wealth Partners LLC
DECREASED52,82172,467-19,646-27%$4.1M$3.0M-$1.1M2026-11-02
Highline Wealth Partners LLC
INCREASED52,81846,505+6,313+14%$2.6M$3.0M+$342.8K2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED52,72451,240+1,484+3%$2.9M$3.0K-$2.9M2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED52,62644,087+8,539+19%$2.5M$3.0M+$468.6K2026-10-08
Alterna Wealth Management, Inc
DECREASED52,45053,253-803-2%$3.0M$2.9M-$59.0K2026-10-27
Golden State Wealth Management, LLC
INCREASED52,32451,666+658+1%$2.9M$2.9M+$23.6K2026-11-02
United Advisor Group, LLC
DECREASED52,14558,917-6,772-11%$3.3M$2.9M-$396.1K2026-11-03
Keeler Thomas Management LLC
INCREASED51,70951,005+704+1%$2.9M$2.9M+$26.3K2026-10-29
Verdence Capital Advisors LLC
NEW51,598—+51,598——$2.9M—2026-10-26
Ring Mountain Capital, LLC
INCREASED51,26848,039+3,229+7%$2.7M$2.9M+$169.0K2026-10-13
Citizens Financial Group Inc
INCREASED50,91140,626+10,285+25%$2.3M$2.9M+$567.7K2026-10-23
Titleist Asset Management, LLC
DECREASED50,87652,507-1,631-3%$3.0M$2.9M-$105.3K2026-10-08
FMA Wealth Management, LLC
INCREASED49,97648,880+1,096+2%$2.8M$2.8M+$48.9K2026-10-21
Ehrlich Financial Group
DECREASED49,63553,363-3,728-7%$3.0M$2.8M-$223.5K2026-10-20
Ascentis Independent Advisors
INCREASED49,2412,407+46,834+1946%$135.9K$2.8M+$2.6M2026-11-03
Archer Investment Corp
DECREASED49,11053,453-4,343-8%$3.0M$2.8M-$258.1K2026-11-05
TrueWealth Advisors, LLC
INCREASED48,91748,515+402+1%$2.7M$2.8M+$10.0K2026-10-09
Integras Partners LLC
INCREASED48,55347,211+1,342+3%$2.7M$2.7M+$63.2K2026-10-30
Guardian Financial Partners, LLC
INCREASED48,46147,385+1,076+2%$2.7M$2.7M+$48.2K2026-11-04
Teamwork Financial Advisors, LLC
DECREASED48,24469,767-21,523-31%$3.9M$2.7M-$1.2M2026-10-19
Imc-Chicago, LLC
NEW48,118—+48,118——$2.7M—2026-11-05
Guilbault Capital LLC
INCREASED47,94143,591+4,350+10%$2.5M$2.7M+$233.2K2026-10-28
Sage Capital Management, LLC
INCREASED47,81546,355+1,460+3%$2.6M$2.7M+$69.9K2026-10-20
PFG Advisors
DECREASED47,77551,742-3,967-8%$2.9M$2.7M-$236.5K2026-10-16
CoreCap Advisors, LLC
INCREASED47,33845,155+2,183+5%$2.6M$2.7M+$111.0K2026-10-08
Worth Asset Management, LLC
INCREASED47,29340,251+7,042+18%$2.3M$2.7M+$385.4K2026-10-07
Fragasso Financial Advisors Inc
DECREASED47,17650,583-3,407-7%$2.9M$2.7M-$178.8K2026-10-13
Legacy Private Trust Co.
DECREASED46,27746,509-2320%$2.6M$2.6M-$25.1K2026-10-06
Bell Bank
INCREASED46,24243,557+2,685+6%$2.5M$2.6M+$139.6K2026-10-21
Rahlfs Capital, LLC
INCREASED46,19744,092+2,105+5%$2.5M$2.6M+$106.9K2026-10-23
Red Mountain Financial, LLC
INCREASED46,19643,809+2,387+5%$2.5M$2.6M+$122.8K2026-11-03
Vicus Capital
DECREASED45,97646,043-670%$2.6M$2.6M-$15.8K2026-11-05
Heritage Wealth Management, Inc.
INCREASED45,83544,650+1,185+3%$2.5M$2.6M+$55.0K2026-10-28
Redhawk Wealth Advisors, Inc.
NEW45,734—+45,734——$2.6M—2026-10-14
GFS Advisors, LLC
UNCHANGED45,68045,68000%$943.3K$2.6M+$1.6M2026-11-03
Plan Group Financial, LLC
INCREASED45,66624,314+21,352+88%$1.4M$2.6M+$1.2M2026-10-22
Harbor Investment Advisory, LLC
DECREASED45,36346,866-1,503-3%$2.6M$2.6M-$96.7K2026-10-13
Tompkins Financial Corp
INCREASED45,13144,958+173+0%$2.5M$2.5M-$2.0K2026-10-05
Benchmark Financial, LLC
INCREASED45,03541,396+3,639+9%$2.3M$2.5M+$193.8K2026-10-16
Procyon Advisors, LLC
DECREASED44,90159,495-14,594-25%$3.4M$2.5M-$835.9K2026-10-21
Triumph Capital Management
DECREASED44,89045,894-1,004-2%$2.6M$2.5M-$68.4K2026-10-14
4J Wealth Management LLC
DECREASED44,48644,718-232-1%$2.5M$2.5M-$24.7K2026-11-02
Mcdonald Partners LLC
DECREASED44,37645,855-1,479-3%$2.6M$2.5M-$95.1K2026-11-03
Kelly Financial Services LLC
DECREASED43,94248,256-4,314-9%$2.7M$2.5M-$255.1K2026-10-20
3Edge Asset Management, LP
DECREASED43,42058,302-14,882-26%$3.3M$2.4M-$851.8K2026-10-30
Rockport Wealth LLC
INCREASED43,18142,836+345+1%$2.4M$2.4M+$8.2K2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED43,1185,517+37,601+682%$311.6K$2.4M+$2.1M2026-10-20
Ergawealth Advisors, Inc.
DECREASED43,06644,255-1,189-3%$2.5M$2.4M-$78.4K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED42,98241,251+1,731+4%$2.3M$2.4M+$86.6K2026-11-03
Strategic Blueprint, LLC
DECREASED42,54746,316-3,769-8%$2.6M$2.4M-$223.9K2026-10-22
Lanark Financial, Inc.
INCREASED42,39738,966+3,431+9%$2.2M$2.4M+$182.7K2026-10-26
Mosley Wealth Management
DECREASED42,22446,010-3,786-8%$2.6M$2.4M-$185.2K2026-10-16
Arsenal Capital Advisors LLC
DECREASED41,60154,539-12,938-24%$3.1M$2.3M-$741.6K2026-11-02
Whipplewood Advisors, LLC
INCREASED41,11638,554+2,562+7%$2.2M$2.3M+$134.0K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED40,96252,249-11,287-22%$3.0M$2.3M-$648.1K2026-10-13
J.Safra Asset Management Corp
INCREASED40,65636,737+3,919+11%$2.1M$2.3M+$210.7K2026-11-03
Triton Wealth Management, Pllc
INCREASED40,61236,838+3,774+10%$2.1M$2.3M+$254.3K2026-11-04
Simplicity Wealth,LLC
INCREASED40,47634,044+6,432+19%$1.9M$2.3M+$352.8K2026-10-23
Gill Capital Partners, LLC
DECREASED40,16741,640-1,473-4%$2.4M$2.3M-$93.6K2026-10-13
PMG Family Office LLC
DECREASED39,86840,432-564-1%$2.3M$2.2M-$42.2K2026-10-19
Whalen Wealth Management Inc.
DECREASED39,41488,772-49,358-56%$5.0M$2.2M-$2.8M2026-10-08
Miramontes Capital, LLC
DECREASED39,36340,380-1,017-3%$2.3M$2.2M-$67.6K2026-10-19
Blue Trust, Inc.
INCREASED38,81634,721+4,095+12%$2.0M$2.2M+$221.2K2026-10-15
Worth Financial Advisory Group, LLC
DECREASED38,63043,761-5,131-12%$2.5M$2.2M-$299.8K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED38,6287,366+31,262+424%$416.0K$2.2M+$1.8M2026-10-29
Partners Wealth Management, LLC
NEW38,565—+38,565——$2.2M—2026-10-28
Integrated Advisors Network LLC
DECREASED37,93740,724-2,787-7%$2.3M$2.1M-$167.3K2026-10-20
Richmond Investment Services, LLC
INCREASED37,81330,378+7,435+24%$1.7M$2.1M+$410.0K2026-10-29
Beaumont Financial Advisors, LLC
INCREASED37,73935,552+2,187+6%$2.0M$2.1M+$113.7K2026-10-22
Columbia Bank
INCREASED37,56333,724+3,839+11%$1.9M$2.1M+$207.1K2026-10-29
Helium Advisors LLC
DECREASED37,36239,470-2,108-5%$2.2M$2.1M-$128.8K2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED37,21035,306+1,904+5%$2.0M$2.1M+$97.9K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED37,11443,657-6,543-15%$2.5M$2.1M-$379.2K2026-10-08
Patten Group, Inc.
DECREASED36,46158,555-22,094-38%$3.3M$2.0M-$1.3M2026-10-26
Regions Financial Corp
DECREASED36,45438,557-2,103-5%$2.2M$2.0M-$128.3K2026-11-05
SteelPeak Wealth, LLC
INCREASED36,19734,091+2,106+6%$1.9M$2.0M+$109.5K2026-10-16
IFS Advisors, LLC
NEW36,141—+36,141——$2.0M—2026-10-14
Integral Investment Advisors, Inc.
DECREASED36,04936,105-560%$2.0M$2.0M-$12.5K2026-11-03
Bay Capital Advisors, LLC
DECREASED35,98945,085-9,096-20%$2.5M$2.0M-$523.1K2026-10-16
Avestar Capital, LLC
DECREASED35,95736,611-654-2%$2.1M$2.0M-$46.3K2026-10-28
Boyum Wealth Architects LLC
DECREASED35,90136,231-330-1%$2.1M$2.0M-$42.4K2026-10-06
Walkner Condon Financial Advisors LLC
DECREASED35,47546,239-10,764-23%$2.6M$2.0M-$617.2K2026-11-02
Frontier Asset Management, LLC
DECREASED35,23640,130-4,894-12%$2.3M$2.0M-$285.6K2026-10-28
Simplex Trading, LLC
DECREASED34,78740,084-5,297-13%$2.3M$2.0M-$308.2K2026-11-04
Sheets Smith Wealth Management
DECREASED34,19137,684-3,493-9%$2.1M$1.9M-$206.2K2026-10-16
Somerset Trust Co
INCREASED34,18432,765+1,419+4%$1.9M$1.9M+$71.3K2026-10-13
Seek First Inc.
NEW33,974—+33,974——$1.9M—2026-10-27
PDS Planning, Inc
DECREASED33,86834,622-754-2%$2.0M$1.9M-$51.4K2026-11-03
Tucker Asset Management LLC
DECREASED33,83334,008-175-1%$1.9M$1.9M-$18.7K2026-10-29
Wealth Effects LLC
DECREASED33,81933,943-1240%$1.9M$1.9M-$15.8K2026-10-23
BKM Wealth Management, LLC
INCREASED33,69426,434+7,260+27%$1.5M$1.9M+$401.3K2026-10-22
US Bancorp \de\
DECREASED33,43436,545-3,111-9%$2.1M$1.9M-$184.4K2026-11-05
Joel Isaacson & Co., LLC
DECREASED32,97338,176-5,203-14%$2.2M$1.9M-$302.4K2026-11-05
Nordwand Advisors, LLC
UNCHANGED32,24032,24000%$1.8M$1.8M-$8.4K2026-11-05
Mlp3, LLC
DECREASED32,12933,271-1,142-3%$1.9M$1.8M-$72.8K2026-10-22
Smallwood Wealth Investment Management, LLC
INCREASED31,93125,631+6,300+25%$1.4M$1.8M+$347.5K2026-10-30
Gables Capital Management Inc.
INCREASED31,56430,864+700+2%$1.7M$1.8M+$31.3K2026-11-04
Aspen Investment Management Inc
DECREASED31,43934,342-2,903-8%$1.9K$1.8M+$1.8M2026-11-05
SFE Investment Counsel
DECREASED30,87233,076-2,204-7%$1.9M$1.7M-$132.5K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED30,60611,406+19,200+168%$644.2K$1.7M+$1.1M2026-10-30
GC Wealth Management RIA, LLC
INCREASED30,56628,152+2,414+9%$1.6M$1.7M+$128.4K2026-11-02
Main Line Retirement Advisors, LLC
INCREASED30,53328,215+2,318+8%$1.6M$1.7M+$123.0K2026-10-14
Post Resch Tallon Group Inc.
DECREASED30,44030,477-370%$1.7M$1.7M-$10.0K2026-10-09
Purus Wealth Management, LLC
DECREASED30,28533,687-3,402-10%$1.9M$1.7M-$200.0K2026-10-15
Perryman Financial Advisory Inc
DECREASED30,27030,565-295-1%$1.7M$1.7M-$24.5K2026-10-16
Flagship Private Wealth, LLC
INCREASED29,94623,519+6,427+27%$1.3M$1.7M+$355.2K2026-11-05
Concord Wealth Partners
INCREASED29,91928,159+1,760+6%$1.6M$1.7M+$91.6K2026-11-02
Sound Income Strategies, LLC
DECREASED29,89033,554-3,664-11%$1.9M$1.7M-$201.2K2026-10-09
First Horizon Corp
UNCHANGED29,81829,81800%$1.7M$1.7M-$7.8K2026-10-26
Spinnaker Investment Group, LLC
DECREASED29,70031,102-1,402-5%$1.8M$1.7M-$86.9K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED29,68319,808+9,875+50%$1.1M$1.7M+$550.0K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED29,65828,712+946+3%$1.6M$1.7M+$45.8K2026-10-22
Sovran Advisors, LLC
INCREASED29,56324,209+5,354+22%$1.4M$1.7M+$334.6K2026-11-02
Verus Capital Partners, LLC
DECREASED29,56032,531-2,971-9%$1.8M$1.7M-$175.5K2026-11-03
Means Investment Co., Inc.
DECREASED29,34631,644-2,298-7%$1.8M$1.6M-$137.4K2026-11-03
Frederick Financial Consultants, LLC
INCREASED29,15527,050+2,105+8%$1.5M$1.6M+$111.3K2026-10-29
Prosperitas Financial LLC
INCREASED29,01128,691+320+1%$1.6M$1.6M+$10.5K2026-10-28
Websterrogers Financial Advisors, LLC
DECREASED28,95843,605-14,647-34%$2.5M$1.6M-$834.8K2026-11-02
StoneX Group Inc.
INCREASED28,46524,745+3,720+15%$1.4M$1.6M+$204.7K2026-11-03
Stirlingshire Investments, Inc.
DECREASED28,16228,174-120%$1.6M$1.6M-$8.0K2026-11-05
Howard Wealth Management, LLC
INCREASED27,82326,887+936+3%$1.5M$1.6M+$45.7K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED27,80627,917-1110%$1.6M$1.6M-$13.5K2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED27,66823,242+4,426+19%$1.3M$1.6M+$242.8K2026-10-16
DB&C Advisors, LLC
INCREASED27,58327,384+199+1%$1.5M$1.6M+$4.1K2026-10-26
Raab & Moskowitz Asset Management LLC
INCREASED27,51523,990+3,525+15%$1.4M$1.5M+$191.9K2026-11-02
Retirement Planning Group, LLC
INCREASED27,49827,227+271+1%$1.5M$1.5M+$8.2K2026-10-19
Markowski Investments
DECREASED27,26028,886-1,626-6%$1.6M$1.5M-$98.9K2026-10-30
Grant Private Wealth Management Inc
DECREASED26,98831,946-4,958-16%$1.8M$1.5M-$287.0K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED26,68865,726-39,038-59%$3.7M$1.5M-$2.2M2026-10-14
XML Financial, LLC
INCREASED26,33625,710+626+2%$1.5M$1.5M+$28.5K2026-10-29
Milestone Asset Management Group, LLC
INCREASED26,18522,503+3,682+16%$1.3M$1.5M+$201.2K2026-10-20
PKS Advisory Services, LLC
UNCHANGED26,13626,13600%$1.5M$1.5M$02026-10-26
Orgel Wealth Management, LLC
INCREASED25,90724,209+1,698+7%$1.4M$1.5M+$89.2K2026-10-14
Shum Financial Group, Inc.
INCREASED25,20410,654+14,550+137%$601.7K$1.4M+$815.2K2026-10-13
Clear Creek Financial Management, LLC
INCREASED24,87223,064+1,808+8%$1.3M$1.4M+$95.6K2026-10-28
Brown Miller Wealth Management, LLC
INCREASED24,73624,079+657+3%$1.4M$1.4M+$30.7K2026-11-02
Cascade Investment Group, Inc.
DECREASED24,64325,323-680-3%$1.4M$1.4M-$44.8K2026-10-13
Optima Capital LLC
INCREASED24,3714,055+20,316+501%$229.0K$1.4M+$1.1M2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED24,35624,051+305+1%$1.4M$1.4M+$11.0K2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED24,25024,243+7+0%$1.4M$1.4M-$6.0K2026-10-16
Unique Wealth, LLC
DECREASED24,23236,677-12,445-34%$2.1M$1.4M-$709.2K2026-10-16
Matisse Capital
DECREASED23,82128,323-4,502-16%$1.6M$1.3M-$260.4K2026-10-29
Mccarter Private Wealth Services LLC
INCREASED23,71521,942+1,773+8%$1.2M$1.3M+$94.0K2026-10-22
Apollon Financial, LLC
INCREASED23,60721,033+2,574+12%$1.2M$1.3M+$139.3K2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED23,49724,131-634-3%$1.4M$1.3M-$41.9K2026-11-05
Columbia Advisory Partners LLC
INCREASED23,3349,900+13,434+136%$559.2K$1.3M+$752.7K2026-10-15
Code Waechter LLC
INCREASED23,15721,912+1,245+6%$1.2M$1.3M+$64.3K2026-10-23
Pacific Park Financial, Inc.
DECREASED23,13623,718-582-2%$1.3M$1.3M-$38.9K2026-10-13
Tcfg Investment Advisors, LLC
INCREASED23,08522,730+355+2%$1.3M$1.3M+$5.9K2026-10-20
Trueblood Wealth Management, LLC
INCREASED22,75122,395+356+2%$1.3M$1.3M+$14.2K2026-10-23
Fiduciary Financial Group, LLC
INCREASED22,70822,220+488+2%$1.3M$1.3M+$21.7K2026-10-13
Rose Capital Advisors LLC
INCREASED22,65613,100+9,556+73%$739.9K$1.3M+$533.8K2026-11-04
Strategic Advisors LLC
INCREASED22,65322,173+480+2%$1.3M$1.3M+$21.2K2026-10-13
D'Orazio & Associates, Inc.
DECREASED22,38622,850-464-2%$1.3M$1.3M-$32.0K2026-11-04
Meridian Financial Advisors, LLC
INCREASED22,12321,988+135+1%$1.2M$1.2M+$1.9K2026-10-14
Founders Financial Securities LLC
DECREASED21,93640,121-18,185-45%$2.3M$1.2M-$1.0M2026-10-28
Cpwa, LLC
INCREASED21,87620,642+1,234+6%$1.2M$1.2M+$80.2K2026-11-04
Pegasus Asset Management, Inc.
INCREASED21,81520,057+1,758+9%$1.1M$1.2M+$93.6K2026-11-03
Kestra Investment Management, LLC
DECREASED21,71224,796-3,084-12%$1.4M$1.2M-$179.8K2026-11-04
Elevation Wealth Management LLC
DECREASED21,46421,542-780%$1.2M$1.2M-$10.0K2026-11-02
Soundwatch Capital LLC
INCREASED21,44718,000+3,447+19%$1.0M$1.2M+$186.5K2026-11-04
Platform Technology Partners
INCREASED21,04020,414+626+3%$1.2M$1.2M+$29.9K2026-11-02
Wealthcare Capital Partners, LLC
INCREASED20,87319,763+1,110+6%$1.1M$1.2M+$57.3K2026-10-21
Argyle Capital Partners, LLC
INCREASED20,71420,298+416+2%$1.1M$1.2M+$18.1K2026-10-23
Tritonpoint Wealth, LLC
DECREASED20,69920,876-177-1%$1.2M$1.2M-$15.4K2026-10-19
CPC Advisors, LLC
DECREASED20,65422,261-1,607-7%$1.3M$1.2M-$96.2K2026-10-21
Frank, Rimerman Advisors LLC
UNCHANGED20,36320,36300%$1.2M$1.1M-$5.3K2026-10-16
CGN Advisors LLC
INCREASED20,26917,576+2,693+15%$992.7K$1.1M+$146.8K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED20,25222,074-1,822-8%$1.2M$1.1M-$108.2K2026-11-02
Summit Financial Wealth Advisors, LLC
DECREASED19,987129,091-109,104-85%$7.3M$1.1M-$6.2M2026-10-15
NBT Bank, N.A.
INCREASED19,79317,308+2,485+14%$977.6K$1.1M+$135.2K2026-10-21
Sanders Morris Harris LLC
NEW19,714—+19,714——$1.1M—2026-10-14
Sage Financial Group Inc
NEW19,669—+19,669——$1.1M—2026-10-27
Verity Asset Management, Inc.
DECREASED19,49023,197-3,707-16%$1.3M$1.1M-$214.2K2026-10-30
Maia Wealth LLC
INCREASED19,33018,984+346+2%$1.1M$1.1M+$14.5K2026-10-19
Westbourne Investment Advisors, Inc.
UNCHANGED19,10019,10000%$1.1M$1.1M-$5.0K2026-10-20
Armor Investment Advisors, LLC
DECREASED18,81021,509-2,699-13%$1.2M$1.1M-$157.3K2026-10-27
Certior Financial Group, LLC
DECREASED18,77219,243-471-2%$1.1M$1.1M-$31.5K2026-10-19
ERn Financial, LLC
INCREASED18,71118,446+265+1%$1.0M$1.1M+$10.1K2026-10-28
Alliance Wealth Advisors, LLC
INCREASED18,65915,867+2,792+18%$896.2K$1.0M+$152.8K2026-10-28
Private Trust Co NA
INCREASED18,61715,735+2,882+18%$888.7K$1.0M+$157.9K2026-10-20
Forteris Wealth Management Inc.
INCREASED18,26816,460+1,808+11%$929.7K$1.0M+$97.4K2026-10-13
Shepherd Financial Partners LLC
NEW18,266—+18,266——$1.0M—2026-11-03
Financial Security Advisor, Inc.
NEW18,265—+18,265——$1.0M—2026-11-03
Washington Trust Co
INCREASED17,76012,891+4,869+38%$728.1K$998.5K+$270.4K2026-10-22
XY Planning Network, Inc.
INCREASED17,73017,343+387+2%$979.5K$996.8K+$17.3K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
DECREASED17,66917,774-105-1%$1.0M$993.4K-$10.5K2026-10-29
Millennium Capital Advisors, LLC
DECREASED17,56017,594-340%$993.7K$987.2K-$6.5K2026-10-16
Resonant Capital Advisors, LLC
DECREASED17,53135,568-18,037-51%$2.0M$985.6K-$1.0M2026-10-15
Aviance Capital Partners, LLC
DECREASED17,33317,789-456-3%$1.0M$974.5K-$30.3K2026-10-29
Cora Capital Advisors LLC
INCREASED17,32414,849+2,475+17%$838.7K$974.0K+$135.3K2026-11-02
First Heartland Consultants, Inc.
DECREASED17,30118,276-975-5%$1.0M$972.7K-$59.6K2026-10-08
Winebrenner Capital Management LLC
DECREASED17,19519,182-1,987-10%$1.1M$966.7K-$116.7K2026-10-07
TPG Advisors LLC
INCREASED17,0619,795+7,266+74%$553.2K$959.2K+$405.9K2026-10-16
Private Wealth Partners, LLC
DECREASED17,00117,002-10%$960.2K$955.8K-$4.5K2026-10-22
Syntegra Private Wealth Group, LLC
DECREASED16,95618,723-1,767-9%$1.1M$953.3K-$104.2K2026-10-13
Transce3nd, LLC
INCREASED16,8004,947+11,853+240%$280.8K$963.5K+$682.7K2026-10-26
Compound Planning, Inc.
INCREASED16,79915,212+1,587+10%$859.2K$944.4K+$85.3K2026-11-05
Lighthouse Financial Services Inc
INCREASED16,76314,635+2,128+15%$821.3K$942.4K+$121.1K2026-11-02
Bluedoor Private Wealth, LLC
INCREASED16,48316,369+114+1%$924.5K$926.7K+$2.2K2026-11-05
MRA Advisory Group
INCREASED16,34116,313+28+0%$921.3K$918.7K-$2.6K2026-10-07
Boyer Financial Services, Inc.
INCREASED16,2463,883+12,363+318%$220.2K$913.4K+$693.1K2026-10-23
Independence Asset Advisors, LLC
DECREASED16,11823,867-7,749-32%$1.3M$906.1K-$439.3K2026-10-23
Keystone Wealth Services, LLC
INCREASED16,11411,297+4,817+43%$638.1K$910.3K+$272.2K2026-11-03
Omni 360 Wealth, Inc.
DECREASED16,11016,235-125-1%$917.0K$905.7K-$11.2K2026-10-13
Gilpin Wealth Management, LLC
DECREASED16,08716,384-297-2%$925.4K$904.4K-$21.0K2026-10-09
Tactive Advisors, LLC
DECREASED15,93016,277-347-2%$919.3K$895.6K-$23.7K2026-10-08
Putney Financial Group LLC
INCREASED15,82810,572+5,256+50%$597.1K$889.9K+$292.7K2026-10-30
Tranquility Partners, LLC
INCREASED15,60215,447+155+1%$872.5K$877.2K+$4.7K2026-10-20
Balboa Wealth Partners
INCREASED15,40514,986+419+3%$846.4K$866.1K+$19.7K2026-10-20
Capital Advisors, Ltd. LLC
INCREASED15,38114,212+1,169+8%$803$865+$622026-10-27
Novem Group
DECREASED15,12625,358-10,232-40%$1.4M$850.4K-$581.8K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED15,07615,013+63+0%$848.0K$847.6K-$3772026-10-14
Brown Wealth Management, LLC
INCREASED15,07512,570+2,505+20%$710.0K$847.5K+$137.6K2026-10-20
Marion Wealth Management
DECREASED15,00115,366-365-2%$867.9K$843.4K-$24.5K2026-10-22
Elevatus Welath Management
INCREASED15,00014,713+287+2%$831.0K$843.3K+$12.4K2026-10-19
Foster Victor Wealth Advisors, LLC
INCREASED14,68214,641+41+0%$828.4K$837.8K+$9.4K2026-10-21
American Capital Advisory, LLC
UNCHANGED14,68114,68100%$829.2K$825.4K-$3.8K2026-10-28
Acorn Financial Advisory Services Inc
INCREASED14,63313,506+1,127+8%$762.8K$822.7K+$59.9K2026-11-02
Compass Financial Management LLC
DECREASED14,49214,936-444-3%$854.0K$814.8K-$39.3K2026-10-30
Nilsine Partners, LLC
INCREASED14,4703,870+10,600+274%$218.6K$813.5K+$594.9K2026-11-02
Scheeler Financial LLC
NEW14,423—+14,423——$810.9K—2026-10-13
Triad Wealth Partners, LLC
INCREASED14,35512,683+1,672+13%$727.4K$807.1K+$79.7K2026-10-26
Fairway Financial, LLC
DECREASED14,33072,062-57,732-80%$4.1M$805.6K-$3.3M2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED14,27316,385-2,112-13%$925.4K$802.4K-$123.0K2026-10-16
Strong Retirement Solutions LLC
INCREASED14,2239,959+4,264+43%$562.5K$799.6K+$237.1K2026-10-07
Cathy Pareto & Associates, Inc
DECREASED14,21415,337-1,123-7%$866.3K$799.2K-$67.1K2026-10-15
Fortune Financial Group, Inc.
INCREASED14,18511,960+2,225+19%$675.5K$797.5K+$122.0K2026-10-22
Mission Financial Group, LLC
DECREASED14,13218,635-4,503-24%$1.1M$794.5K-$258.0K2026-10-21
Independent Investors Inc
DECREASED14,05114,251-200-1%$804.9K$789.9K-$14.9K2026-10-30
Ebert Capital Management Inc.
NEW13,938—+13,938——$783.6K—2026-10-08
Sprinkle Financial Consultants LLC
NEW13,761—+13,761——$773.5K—2026-10-09
Cornerstone Wealth Group, LLC
INCREASED13,75513,492+263+2%$762.0K$773.3K+$11.3K2026-11-02
Hofer & Associates. Inc
NEW13,708—+13,708——$770.7K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED13,70813,614+94+1%$768.9K$770.7K+$1.7K2026-10-14
Keybank National Association
INCREASED13,70511,052+2,653+24%$624.2K$770.5K+$146.3K2026-11-04
Guided Capital Wealth Management, LLC
INCREASED13,44711,986+1,461+12%$677.0K$756.0K+$79.0K2026-10-21
CRA Financial Services, LLC
INCREASED13,34113,198+143+1%$745.4K$750.0K+$4.6K2026-10-16
Integrated Wealth Management
INCREASED13,21813,172+46+0%$743.9K$743.1K-$7932026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED13,20412,493+711+6%$705.6K$742.3K+$36.7K2026-10-14
Brighton Jones LLC
INCREASED13,1328,271+4,861+59%$467.1K$738.3K+$271.2K2026-11-03
Venture Visionary Partners LLC
INCREASED12,96710,745+2,222+21%$606.9K$729.0K+$122.1K2026-10-07
Crumly & Associates Inc.
INCREASED12,96512,155+810+7%$686.5K$728.9K+$42.4K2026-10-07
Endowment Wealth Management, Inc.
INCREASED12,9448,715+4,229+49%$492.2K$727.7K+$235.5K2026-11-03
Plus Group Wealth Advisors LLC
INCREASED12,82511,487+1,338+12%$648.8K$721.0K+$72.3K2026-10-19
Entrewealth, LLC
NEW12,712—+12,712——$714.7K—2026-10-14
Ascentis Wealth Management, LLC
INCREASED12,67411,643+1,031+9%$658.5K$713.5K+$54.9K2026-11-03
TopTier Wealth Management, LLC
INCREASED12,66512,490+175+1%$705.4K$712.0K+$6.6K2026-10-16
Diversified Portfolios, Inc.
DECREASED12,59813,036-438-3%$736.3K$708.3K-$28.0K2026-11-04
Pacific Center for Financial Services
DECREASED12,596154,440-141,844-92%$8.7M$708.2K-$8.0M2026-10-15
Key FInancial Inc
INCREASED12,49111,046+1,445+13%$623.9K$702.2K+$78.4K2026-11-02
Elco Management Co., LLC
UNCHANGED12,47512,47500%$704.6K$701.3K-$3.2K2026-10-14
Meridian Wealth Management, LLC
DECREASED12,41625,250-12,834-51%$1.4M$698.0K-$728.1K2026-11-05
TritonPoint Partners, LLC
DECREASED12,35723,113-10,756-47%$1.3M$694.7K-$610.7K2026-11-05
Essential Investment Partners LLC
INCREASED12,3177,853+4,464+57%$443.5K$692.5K+$248.9K2026-10-27
Sterling Manor Financial, LLC
NEW12,291—+12,291——$691.0K—2026-10-21
Riverbend Wealth Management, LLC
INCREASED12,2429,686+2,556+26%$547.0K$688.3K+$141.2K2026-10-15
Almanack Investment Partners, Llc.
INCREASED12,2278,833+3,394+38%$498.9K$687.4K+$188.5K2026-11-03
Enzi Wealth
NEW12,113—+12,113——$689.6K—2026-10-14
Atlas Private Wealth Advisors
DECREASED12,09914,019-1,920-14%$791.8K$680.2K-$111.6K2026-10-23
Gamma Investing LLC
INCREASED11,9148,846+3,068+35%$499.6K$669.8K+$170.2K2026-10-08
Cherry Tree Wealth Management, LLC
DECREASED11,90535,416-23,511-66%$2.0M$669.3K-$1.3M2026-10-15
Autumn Glory Partners, LLC
DECREASED11,90512,196-291-2%$688.8K$669.3K-$19.5K2026-10-26
Accurate Wealth Management, LLC
DECREASED11,82113,061-1,240-9%$740.3K$673.1K-$67.2K2026-10-20
Landmark Wealth Management, LLC
INCREASED11,70710,797+910+8%$609.8K$658.2K+$48.4K2026-11-03
Juncture Wealth Strategies, LLC
DECREASED11,70012,890-1,190-9%$728.0K$657.8K-$70.3K2026-10-06
LVZ, Inc.
INCREASED11,69111,648+43+0%$657.9K$657.3K-$6012026-10-20
Southern Capital Services Inc
DECREASED11,52714,039-2,512-18%$792.9K$648.1K-$144.9K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED11,46515,226-3,761-25%$860.0K$644.6K-$215.4K2026-11-05
SevenBridge Financial Group, LLC
DECREASED11,41813,351-1,933-14%$768.8K$655.0K-$113.8K2026-10-26
Encompass More Asset Management
DECREASED11,39615,610-4,214-27%$881.7K$640.7K-$241.0K2026-10-16
Williams Jones Wealth Management, Llc.
UNCHANGED11,35011,35000%$641.0K$638.1K-$3.0K2026-11-05
Crescent Grove Advisors, LLC
INCREASED11,3118,043+3,268+41%$454.3K$635.9K+$181.6K2026-10-21
Lineweaver Wealth Advisors, LLC
INCREASED11,30111,124+177+2%$628.3K$635.3K+$7.1K2026-10-13
PCG Asset Management, LLC
NEW11,293—+11,293——$634.9K—2026-11-05
Legacy Bridge, LLC
DECREASED11,19911,799-600-5%$666.4K$629.6K-$36.8K2026-10-28
Financial Partners Group, Inc
DECREASED11,11511,247-132-1%$635.2K$624.9K-$10.4K2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED10,7572,257+8,500+377%$127.5K$604.8K+$477.3K2026-10-19
Wilmington Savings Fund Society, FSB
INCREASED10,6953,620+7,075+195%$204.5K$601.3K+$396.8K2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED10,68611,390-704-6%$643.3K$600.8K-$42.5K2026-10-09
Stenger Family Office, LLC
DECREASED10,62912,282-1,653-13%$693.7K$605.1K-$88.6K2026-10-22
Reicon Wealth Advisors, LLC
INCREASED10,5997,369+3,230+44%$416.2K$595.9K+$179.7K2026-11-04
Athena Wealth Management, LLC
DECREASED10,56410,654-90-1%$601.7K$593.9K-$7.8K2026-10-09
Formidable Asset Management, LLC
INCREASED10,5339,289+1,244+13%$526.5K$594.9K+$68.4K2026-11-03
Mascoma Wealth Management LLC
INCREASED10,05810,036+22+0%$566.9K$565.5K-$1.4K2026-10-23
Griffin Asset Management, Inc.
INCREASED10,0074,180+5,827+139%$236.1K$562.6K+$326.5K2026-10-22
Harbor Asset Planning, Inc.
INCREASED10,0029,860+142+1%$557.0K$562.3K+$5.3K2026-10-23
Lynx Capital Group LTD
NEW10,000—+10,000——$562.2K—2026-11-04
Meridian Financial Partners LLC
DECREASED9,99912,067-2,068-17%$687.6K$571.5K-$116.0K2026-10-23
Investment Advisory Services Inc
DECREASED9,987223,721-213,734-96%$12.6M$561.5K-$12.1M2026-10-27
Mascagni Wealth Management, Inc.
DECREASED9,88910,093-204-2%$570.0K$556.0K-$14.1K2026-10-23
Latitude Advisors, LLC
DECREASED9,8489,976-128-1%$563.4K$553.6K-$9.8K2026-10-27
Seven Hills Financial, LLC
NEW9,774—+9,774——$549.5K—2026-10-13
Canvas Wealth Advisors, LLC
DECREASED9,73910,006-267-3%$565.1K$564.2K-$9682026-11-02
MSH Capital Advisors LLC
INCREASED9,7149,559+155+2%$539.9K$546.1K+$6.2K2026-11-03
Accredited Investors Inc.
INCREASED9,6759,640+35+0%$544.5K$543.9K-$5402026-11-03
Rockingstone Advisors LLC
UNCHANGED9,5959,59500%$541.9K$539.4K-$2.5K2026-10-16
Sunpointe, LLC
DECREASED9,54057,425-47,885-83%$3.2M$536.4K-$2.7M2026-10-22
Evolution Wealth Advisors, LLC
UNCHANGED9,5339,53300%$538.4K$535.9K-$2.5K2026-11-03
Advisory Advocates, LLC
INCREASED9,5279,270+257+3%$523.6K$535.6K+$12.0K2026-11-05
Mainstream Capital Management LLC
DECREASED9,51110,973-1,462-13%$619.8K$534.7K-$85.0K2026-10-23
My Personal CFO, LLC
NEW9,480—+9,480——$533.0K—2026-10-14
Park National Corp
DECREASED9,42910,319-890-9%$582.8K$530.1K-$52.7K2026-10-05
Bright Futures Wealth Management, Llc.
INCREASED9,3818,993+388+4%$507.9K$527.4K+$19.5K2026-10-23
VestGen Advisors, LLC
DECREASED9,3539,640-287-3%$544.4K$525.8K-$18.6K2026-10-27
Private Capital Advisors, Inc.
INCREASED9,2929,092+200+2%$513.5K$522.4K+$8.9K2026-10-06
Gaddis Premier Wealth Advisors LLC
INCREASED9,2906,011+3,279+55%$339.5K$522.3K+$182.8K2026-10-29
Peoples Bank
INCREASED9,2307,730+1,500+19%$436.6K$518.9K+$82.3K2026-10-26
Castle Rock Wealth Management, LLC
INCREASED9,1738,392+781+9%$471.0K$518.7K+$47.7K2026-10-09
Capital Planning LLC
INCREASED9,1706,040+3,130+52%$341.1K$515.5K+$174.4K2026-10-09
Atticus Wealth Management, LLC
DECREASED9,04712,654-3,607-28%$714.7K$508.6K-$206.1K2026-10-20
Solidarity Wealth, LLC
INCREASED9,0256,309+2,716+43%$356.3K$507.4K+$151.1K2026-10-15
Commonwealth Financial Services, LLC
DECREASED9,01513,740-4,725-34%$776.0K$506.8K-$269.2K2026-10-20
Fiduciary Alliance LLC
INCREASED8,9818,711+270+3%$492.0K$504.9K+$12.9K2026-10-13
Midwest Financial Group LLC
INCREASED8,9758,473+502+6%$478.6K$504.6K+$26.0K2026-10-15
Steinberganna Wealth Management
INCREASED8,9538,892+61+1%$502.2K$503.3K+$1.1K2026-10-23
BIP Wealth, LLC
DECREASED8,91915,146-6,227-41%$855.4K$501.4K-$354.0K2026-10-22
Innovative Advisory Group, LLC
INCREASED8,9197,813+1,106+14%$441.3K$501.4K+$60.2K2026-10-13
Regatta Capital Group, LLC
UNCHANGED8,8918,89100%$502.2K$499.9K-$2.3K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED8,7938,569+224+3%$484.0K$494.3K+$10.4K2026-11-04
Guardian Asset Advisors, LLC
NEW8,743—+8,743——$491.6K—2026-10-16
Rebalance, LLC
DECREASED8,7189,030-312-3%$510.0K$490.1K-$19.9K2026-10-22
Pennsylvania Capital Management Inc
DECREASED8,7098,739-300%$493.6K$489.6K-$4.0K2026-11-05
Bison Wealth, LLC
INCREASED8,6217,141+1,480+21%$405.2K$491.1K+$85.8K2026-10-13
Crossmark Global Holdings, Inc.
UNCHANGED8,6178,61700%$486.7K$484.4K-$2.2K2026-10-21
Archford Capital Strategies, LLC
INCREASED8,5767,766+810+10%$438.6K$482.2K+$43.5K2026-10-19
Nvwm, LLC
UNCHANGED8,5288,52800%$481.7K$479.4K-$2.2K2026-10-14
Odyssey Capital Advisors, Inc.
INCREASED8,5138,374+139+2%$473.0K$478.6K+$5.6K2026-10-26
Kraematon Investment Advisors, Inc
DECREASED8,46914,417-5,948-41%$814.3K$476.1K-$338.2K2026-11-02
HB Wealth Management, LLC
DECREASED8,42712,780-4,353-34%$721.8K$473.8K-$248.1K2026-10-23
Comprehensive Financial Planning, Inc.
INCREASED8,3888,226+162+2%$464.6K$471.6K+$7.0K2026-10-27
Hurley Capital, LLC
INCREASED8,3378,064+273+3%$455.4K$468.8K+$13.3K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED8,20020,200-12,000-59%$1.1M$461.0K-$679.9K2026-10-27
Cape Investment Advisory, Inc.
INCREASED8,1647,721+443+6%$436.1K$459.0K+$22.9K2026-10-13
SimpliFi, Inc.
INCREASED8,1177,959+158+2%$449.5K$456.4K+$6.8K2026-10-28
Heck Capital Advisors, LLC
NEW8,082—+8,082——$454.4K—2026-10-14
Sincerus Advisory, LLC
INCREASED8,0117,875+136+2%$444.8K$450.4K+$5.6K2026-10-09
Wealth Advisory Solutions, LLC
INCREASED7,9437,548+395+5%$426.3K$446.6K+$20.2K2026-10-20
Eclectic Associates Inc
INCREASED7,9393,736+4,203+113%$211.0K$446.3K+$235.3K2026-10-09
Corps Capital Advisors, LLC
INCREASED7,9347,719+215+3%$436.0K$446.0K+$10.1K2026-11-05
Advisor Resource Council
INCREASED7,9277,503+424+6%$425.8K$446.2K+$20.5K2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED7,9147,681+233+3%$433.8K$444.9K+$11.1K2026-10-19
Consilium Wealth Advisory, LLC
UNCHANGED7,9117,91100%$446.8K$444.8K-$2.1K2026-10-14
Skyline Advisors, Inc.
DECREASED7,8589,426-1,568-17%$532.4K$441.8K-$90.6K2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED7,7397,73900%$437.1K$435.1K-$2.0K2026-10-20
QP Wealth Management, LLC
DECREASED7,7388,459-721-9%$477.8K$435.0K-$42.7K2026-10-20
Coquina Private Wealth LLC
DECREASED7,62014,521-6,901-48%$820.2K$428.4K-$391.8K2026-10-27
Oarsman Capital, Inc.
INCREASED7,5467,504+42+1%$423.8K$424.3K+$4112026-11-05
Rolek Wealth Management LLC
UNCHANGED7,5427,54200%$426.0K$424.0K-$2.0K2026-10-21
Cypress Wealth Services, LLC
DECREASED7,5389,821-2,283-23%$554.7K$425.5K-$129.2K2026-10-21
Elmwood Wealth Management, Inc.
DECREASED7,50014,339-6,839-48%$809.9K$421.6K-$388.2K2026-10-14
KWB Wealth
INCREASED7,4945,313+2,181+41%$300.1K$421.3K+$121.3K2026-10-16
Optivise Advisory Services LLC
INCREASED7,4666,948+518+7%$392.4K$419.8K+$27.4K2026-10-19
Acorn Wealth Advisors, LLC
INCREASED7,4197,307+112+2%$412.7K$417.1K+$4.4K2026-10-19
Royal Fund Management, LLC
INCREASED7,4185,762+1,656+29%$325.5K$417.1K+$91.6K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED7,4096,791+618+9%$383.5K$416.5K+$33.0K2026-10-26
Capital City Trust Co
INCREASED7,3797,104+275+4%$401.2K$414.8K+$13.6K2026-10-22
Pinion Investment Advisors, LLC
INCREASED7,3777,330+47+1%$414.0K$414.7K+$7272026-11-04
Johnson Financial Group, LLC
UNCHANGED7,3577,35700%$415.5K$413.6K-$1.9K2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED7,2957,695-400-5%$434.6K$410.2K-$24.4K2026-10-14
Wetzel Investment Advisors, Inc.
UNCHANGED7,2757,27500%$410.9K$409.0K-$1.9K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED7,2197,203+16+0%$408.0K$414.1K+$6.1K2026-10-21
Sepio Capital, LP
INCREASED7,2067,109+97+1%$401.5K$405.2K+$3.7K2026-10-22
Mattern Wealth Management LLC
UNCHANGED7,0007,00000%$395.4K$393.5K-$1.8K2026-11-04
Abel Hall, LLC
UNCHANGED7,0007,00000%$395.4K$393.5K-$1.8K2026-10-19
South Shore Capital Advisors
INCREASED6,9995,716+1,283+22%$322.8K$393.5K+$70.7K2026-10-20
Beacon Financial Planning, Inc
INCREASED6,9986,861+137+2%$387.5K$393.4K+$5.9K2026-11-04
Quadcap Wealth Management, LLC
DECREASED6,9517,180-229-3%$405.5K$390.8K-$14.7K2026-11-02
RIA Advisory Group LLC
NEW6,930—+6,930——$389.6K—2026-10-15
Detalus Advisors, LLC
DECREASED6,9058,091-1,186-15%$457.0K$388.2K-$68.8K2026-10-15
AGH Wealth Advisors, LLC
NEW6,900—+6,900——$387.9K—2026-10-26
Realta Investment Advisors
DECREASED6,8697,966-1,097-14%$449.9K$386.2K-$63.8K2026-10-14
Tennessee Valley Asset Management Partners
NEW6,863—+6,863——$385.8K—2026-11-03
Kelly Financial Group LLC
INCREASED6,8485,453+1,395+26%$308.0K$385.0K+$77.0K2026-10-16
Trust Co
DECREASED6,81810,699-3,881-36%$604.3K$383.3K-$221.0K2026-10-09
Zullo Investment Group, Inc.
INCREASED6,8094,113+2,696+66%$232.3K$382.8K+$150.5K2026-10-20
Cobblestone Asset Management LLC
INCREASED6,7626,306+456+7%$356.1K$380.2K+$24.0K2026-10-13
Tepp RIA, LLC
INCREASED6,7376,680+57+1%$377.3K$378.7K+$1.5K2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED6,7316,639+92+1%$375.0K$378.4K+$3.5K2026-10-29
Jacobi Capital Management LLC
INCREASED6,6914,461+2,230+50%$252.0K$376.1K+$124.2K2026-11-05
Lionsbridge Wealth Management LLC
DECREASED6,6747,258-584-8%$409.9K$375.2K-$34.7K2026-10-26
Hubbell Strickland Wealth Management, LLC
INCREASED6,6586,565+93+1%$370.8K$374.3K+$3.6K2026-10-29
Grandview Asset Management LLC
DECREASED6,6308,725-2,095-24%$492.8K$372.8K-$120.0K2026-10-19
Fortem Financial Group, LLC
INCREASED6,6245,082+1,542+30%$287.0K$372.4K+$85.4K2026-10-20
Viewpoint Investment Partners Corp
INCREASED6,6185,305+1,313+25%$299.6K$371.9K+$72.3K2026-10-26
McAdam, LLC
DECREASED6,6036,786-183-3%$383.3K$371.2K-$12.1K2026-10-21
Ritholtz Wealth Management
INCREASED6,5284,405+2,123+48%$248.8K$367.0K+$118.2K2026-11-05
Center For Asset Management LLC
NEW6,525—+6,525——$366.8K—2026-10-16
NavPoint Financial, Inc.
INCREASED6,5216,431+90+1%$363.2K$366.6K+$3.4K2026-10-21
MFG Investments, LLC
NEW6,513—+6,513——$366.1K—2026-10-30
Balefire, LLC
INCREASED6,5076,358+149+2%$359.1K$365.8K+$6.7K2026-10-09
EPG Wealth Management LLC
DECREASED6,4916,825-334-5%$385.5K$364.9K-$20.5K2026-11-03
Sentinel Pension Advisors, LLC
DECREASED6,4846,619-135-2%$374.3K$364.5K-$9.8K2026-11-02
Johnson & White Wealth Management, LLC
INCREASED6,4776,422+55+1%$362.7K$364.2K+$1.4K2026-11-03
Signaturefd, LLC
DECREASED6,4666,655-189-3%$375.8K$363.5K-$12.3K2026-10-23
Wesbanco Bank Inc
DECREASED6,44210,245-3,803-37%$578.6K$362.2K-$216.5K2026-11-04
Sherry Group, Inc.
INCREASED6,3903,800+2,590+68%$214.5K$359.2K+$144.8K2026-10-09
Wealth Management Partners, LLC
DECREASED6,3396,567-228-3%$370.9K$356.4K-$14.5K2026-10-21
Bailard, Inc.
INCREASED6,2966,036+260+4%$340.9K$354.0K+$13.0K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED6,2836,277+6+0%$354.5K$353.3K-$1.2K2026-10-22
Legacy Wealth Management, LLC / MS
UNCHANGED6,2676,26700%$354.0K$352.3K-$1.6K2026-10-30
Ashton Thomas Securities, LLC
DECREASED6,2657,265-1,000-14%$410.3K$352.2K-$58.1K2026-10-26
Prota Financial, LLC
INCREASED6,2604,989+1,271+25%$280.0K$350.1K+$70.1K2026-10-08
Mainsail Asset Management, LLC
DECREASED6,20618,420-12,214-66%$1.0M$350.9K-$690.8K2026-10-14
Auour Investments LLC
DECREASED6,2016,521-320-5%$368.3K$348.6K-$19.7K2026-10-28
Selby Wealth Management, LLC
DECREASED6,1857,573-1,388-18%$427.7K$347.7K-$80.0K2026-10-16
OFS Enterprise LLC
NEW6,178—+6,178——$347.3K—2026-10-16
Global Financial Private Client, LLC
DECREASED6,1286,371-243-4%$359.8K$344.5K-$15.3K2026-10-15
Wespac Advisors SoCal, LLC
INCREASED6,0615,952+109+2%$336.2K$340.7K+$4.6K2026-10-13
Jm2 Capital Inc.
DECREASED6,0087,304-1,296-18%$412.6K$337.7K-$74.8K2026-10-14
1900 Wealth Management LLC
DECREASED5,9606,006-46-1%$339.2K$335.1K-$4.1K2026-10-13
Cornell Pochily Investment Advisors, Inc.
UNCHANGED5,9575,95700%$336.4K$334.9K-$1.5K2026-10-19
WealthPlan Investment Management, LLC
DECREASED5,94510,452-4,507-43%$590.3K$334.2K-$256.1K2026-10-15
LifeGoal Investments, LLC
INCREASED5,9175,860+57+1%$331.0K$332.7K+$1.7K2026-10-09
Montz Harcus Wealth Management LLC
INCREASED5,8835,769+114+2%$325.8K$330.8K+$4.9K2026-10-09
TFB Advisors LLC
INCREASED5,8675,695+172+3%$321.7K$329.8K+$8.2K2026-11-02
RMR Wealth Builders
DECREASED5,85628,972-23,116-80%$1.6M$329.2K-$1.3M2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED5,8445,84400%$330.1K$328.6K-$1.5K2026-10-23
BOS Asset Management, LLC
INCREASED5,7875,408+379+7%$305.4K$325.3K+$19.9K2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED5,7085,206+502+10%$294.0K$320.9K+$26.9K2026-10-22
First National Trust Co
INCREASED5,7015,436+265+5%$307.0K$320.5K+$13.5K2026-10-28
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,7005,70000%$321.9K$320.5K-$1.5K2026-10-22
Clear Point Advisors Inc.
INCREASED5,6725,579+93+2%$315.1K$318.9K+$3.8K2026-10-30
PVG Asset Management Corp
DECREASED5,6478,987-3,340-37%$507.6K$317.5K-$190.1K2026-10-19
Chris Bulman Inc
INCREASED5,6435,329+314+6%$301.0K$317.2K+$16.3K2026-10-20
Hengehold Capital Management LLC
INCREASED5,6334,402+1,231+28%$248.6K$316.7K+$68.1K2026-10-16
Roman Butler Fullerton & Co
INCREASED5,5884,849+739+15%$275.3K$318.9K+$43.6K2026-10-27
Northbridge Financial Group, LLC
UNCHANGED5,5655,56500%$314.3K$314.6K+$3342026-11-05
BridgePort Financial Solutions, LLC
NEW5,558—+5,558——$312.5K—2026-11-02
Stablepoint Partners, LLC
DECREASED5,5158,092-2,577-32%$457.1K$310.1K-$147.0K2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED5,50210,014-4,512-45%$565.6K$309.3K-$256.2K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED5,4554,915+540+11%$277.6K$306.7K+$29.1K2026-10-19
Stegent Equity Advisors, Inc.
DECREASED5,4218,073-2,652-33%$456.0K$304.8K-$151.2K2026-10-13
Equity Wealth Partners, LLC
INCREASED5,4125,330+82+2%$301.0K$304.3K+$3.3K2026-10-26
Hixon Zuercher, LLC
DECREASED5,4057,052-1,647-23%$398.3K$303.9K-$94.4K2026-10-13
Kuhn & Co Investment Counsel
UNCHANGED5,4005,40000%$305.0K$303.6K-$1.4K2026-10-29
Cypress Capital Group
UNCHANGED5,4005,40000%$305.0K$303.6K-$1.4K2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED5,3945,39400%$304.7K$303.3K-$1.4K2026-10-26
Bank of New Hampshire
DECREASED5,3565,860-504-9%$331.0K$301.1K-$29.9K2026-10-06
Sonata Capital Group Inc
INCREASED5,3465,339+7+0%$301.6K$300.6K-$1.0K2026-10-19
Stone House Investment Management, LLC
UNCHANGED5,3155,31500%$300.2K$298.8K-$1.4K2026-10-23
1620 Investment Advisors, Inc.
DECREASED5,2805,519-239-4%$311.7K$296.8K-$14.9K2026-11-04
Gateway Investment Advisers LLC
INCREASED5,2765,126+150+3%$289.5K$296.6K+$7.1K2026-10-13
HCR Wealth Advisors
NEW5,263—+5,263——$295.9K—2026-10-15
JFS Wealth Advisors, LLC
DECREASED5,2186,335-1,117-18%$357.8K$293.4K-$64.4K2026-11-03
BCS Wealth Management
UNCHANGED5,1625,16200%$291.6K$290.2K-$1.3K2026-11-03
Waller Financial Planning Group, Inc
UNCHANGED5,1355,13500%$290.0K$288.7K-$1.3K2026-10-07
Capital Asset Advisory Services LLC
DECREASED5,1116,202-1,091-18%$350.3K$292.8K-$57.5K2026-10-30
Rossby Financial, LCC
INCREASED5,1044,416+688+16%$249.4K$287.0K+$37.6K2026-11-05
Capital Advantage, Inc.
INCREASED5,1045,054+50+1%$285.5K$286.9K+$1.5K2026-10-14
WealthSpring Partners, LLC
DECREASED5,0657,676-2,611-34%$433.5K$284.8K-$148.8K2026-10-14
Palacios Wealth Management, LLC
NEW5,061—+5,061——$284.5K—2026-11-04
Legacy Financial Strategies, LLC
INCREASED5,0004,470+530+12%$252.5K$281.1K+$28.6K2026-10-15
Hiley Hunt Wealth Management
INCREASED4,9673,840+1,127+29%$216.9K$279.2K+$62.3K2026-10-08
BLB&B Advisors, LLC
NEW4,961—+4,961——$278.9K—2026-10-27
Nautilus Advisors LLC
DECREASED4,9025,232-330-6%$297.0K$275.6K-$21.4K2026-10-07
Southland Equity Partners LLC
DECREASED4,8865,484-598-11%$309.8K$274.7K-$35.1K2026-10-14
Morey & Quinn Wealth Partners, LLC
INCREASED4,8844,154+730+18%$234.6K$274.6K+$40.0K2026-10-28
Adamsbrown Wealth Consultants LLC
DECREASED4,8045,907-1,103-19%$333.6K$270.1K-$63.6K2026-10-20
Hudock, Inc.
INCREASED4,7494,742+7+0%$267.9K$267.0K-$8702026-10-14
GW Henssler & Associates LTD
NEW4,712—+4,712——$264.9K—2026-10-26
Riverchase Wealth Management, LLC
UNCHANGED4,7024,70200%$265.6K$264.3K-$1.2K2026-10-28
Weil Company, Inc.
DECREASED4,68049,085-44,405-90%$2.8M$263.1K-$2.5M2026-10-14
Hutchens & Kramer Investment Management Group, LLC
DECREASED4,6705,354-684-13%$302.4K$262.5K-$39.9K2026-10-16
Activest Wealth Management
DECREASED4,6017,219-2,618-36%$407.7K$258.7K-$149.1K2026-10-15
Clearwave Capital, LLC
INCREASED4,5964,507+89+2%$254.5K$258.4K+$3.9K2026-10-27
J. Safra Sarasin Holding AG
INCREASED4,5944,078+516+13%$230.4K$258.3K+$27.9K2026-10-26
Newman Dignan & Sheerar, Inc.
DECREASED4,5795,213-634-12%$294.4K$257.4K-$37.0K2026-10-21
Meriwether Wealth & Planning, LLC
INCREASED4,5754,417+158+4%$249.5K$257.2K+$7.7K2026-10-13
Friday Financial
NEW4,558—+4,558——$254.9K—2026-10-09
Forum Financial Management, LP
DECREASED4,5585,248-690-13%$296.4K$256.3K-$40.2K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED4,5584,55800%$257.4K$256.3K-$1.2K2026-10-20
Dudley Capital Management, LLC
DECREASED4,5504,900-350-7%$276.7K$255.9K-$20.9K2026-10-23
Northland Securities, Inc.
INCREASED4,5244,521+3+0%$255.3K$254.3K-$1.0K2026-11-02
Modera Wealth Management, LLC
NEW4,513—+4,513——$253.7K—2026-10-28
QTR Family Wealth, LLC
UNCHANGED4,5004,50000%$254.2K$253.0K-$1.2K2026-11-02
Seelaus Asset Management LLC
DECREASED4,4734,938-465-9%$278.9K$251.5K-$27.4K2026-10-14
KFA Private Wealth Group, LLC
NEW4,451—+4,451——$250.2K—2026-10-07
Family Investment Center, Inc.
INCREASED4,4394,151+288+7%$234.4K$249.6K+$15.1K2026-10-19
Atlatl Advisers LLC
INCREASED4,4174,411+6+0%$249.1K$248.3K-$8092026-10-22
WealthBridge Capital Management, LLC
NEW4,393—+4,393——$247.0K—2026-10-16
Sunbeam Capital Management, LLC
NEW4,381—+4,381——$246.3K—2026-11-05
Virtue Capital Management, LLC
DECREASED4,3594,655-296-6%$262.9K$245.0K-$17.9K2026-10-29
Secure Asset Management, LLC
INCREASED4,3544,319+35+1%$244.0K$244.8K+$8302026-10-19
HRC Wealth Management, LLC
DECREASED4,3524,720-368-8%$266.6K$244.7K-$21.9K2026-10-16
CX Institutional
NEW4,350—+4,350——$245—2026-10-02
Salem Investment Counselors Inc
UNCHANGED4,3024,30200%$243.0K$241.9K-$1.1K2026-10-13
Quadrant Capital Group LLC
NEW4,285—+4,285——$244.0K—2026-10-20
Raleigh Capital Management Inc.
NEW4,253—+4,253——$239.1K—2026-10-28
Penbrook Management LLC
UNCHANGED4,2254,22500%$238.6K$237.5K-$1.1K2026-10-16
Angeles Wealth Management, LLC
DECREASED4,1894,475-286-6%$252.7K$235.5K-$17.2K2026-10-26
Madrona Financial Services, LLC
DECREASED4,182140,005-135,823-97%$7.9M$235.1K-$7.7M2026-10-23
Naples Global Advisors, LLC
DECREASED4,1754,425-250-6%$249.9K$234.7K-$15.2K2026-11-05
One Way Holdings LLC
DECREASED4,0585,069-1,011-20%$286.3K$228.1K-$58.2K2026-10-29
SJS Investment Consulting Inc.
UNCHANGED4,0134,01300%$226.7K$225.6K-$1.0K2026-10-26
Great Lakes Retirement, Inc.
UNCHANGED3,9613,96100%$223.7K$222.7K-$1.0K2026-10-26
MBL Wealth, LLC
DECREASED3,9493,954-50%$223.3K$222.0K-$1.3K2026-10-22
Finivi Inc.
DECREASED3,9293,930-10%$222.0K$220.9K-$1.1K2026-10-13
Westside Investment Management, Inc.
INCREASED3,9003,600+300+8%$203.3K$219.2K+$15.9K2026-11-02
SP Asset Management LLC
INCREASED3,8733,807+66+2%$215.0K$217.7K+$2.7K2026-11-05
Kaizen Financial Strategies
DECREASED3,8704,471-601-13%$250.9K$217.6K-$33.3K2026-10-09
Smith Thornton Advisors LLC
DECREASED3,8564,174-318-8%$236.9K$216.8K-$20.1K2026-10-16
Burns J W & Co Inc
UNCHANGED3,8403,84000%$216.9K$215.9K-$9982026-10-20
Cadent Capital Advisors, LLC
DECREASED3,7894,143-354-9%$234.0K$213.0K-$21.0K2026-10-09
Financial Perspectives, Inc
INCREASED3,7863,777+9+0%$213.3K$212.9K-$4442026-11-03
BNB Wealth Management, LLC
UNCHANGED3,7803,78000%$213.5K$212.5K-$9822026-10-28
Obsidian CIO, LLC
DECREASED3,7743,938-164-4%$222.4K$212.1K-$10.3K2026-11-05
Redwood Family Wealth LLC
DECREASED3,7574,620-863-19%$261.0K$211.2K-$49.7K2026-10-20
Arwa LLC
DECREASED3,7473,866-119-3%$220.3K$213.3K-$6.9K2026-10-21
Tableaux LLC
DECREASED3,7304,024-294-7%$227.3K$209.7K-$17.6K2026-10-23
Promethium Advisors,llc
NEW3,725—+3,725——$209.4K—2026-10-19
SLT Holdings LLC
UNCHANGED3,7063,70600%$209.3K$208.4K-$9622026-10-15
Atlas Wealth Partners, LLC
UNCHANGED3,5853,58500%$202.5K$201.5K-$9322026-11-03
Bfsg, LLC
DECREASED3,5823,657-75-2%$206.5K$201.4K-$5.2K2026-10-30
Gerber Kawasaki Wealth & Investment Management
NEW3,580—+3,580——$201.3K—2026-10-29
Security National Bank
DECREASED3,56169,402-65,841-95%$3.9M$200.2K-$3.7M2026-10-26
Asset Dedication, LLC
INCREASED3,5423,481+61+2%$196.6K$199.1K+$2.5K2026-11-03
Nvest Wealth Strategies, Inc.
NEW3,400—+3,400——$191.1K—2026-10-14
Root Financial Partners, LLC
NEW3,304—+3,304——$185.8K—2026-10-21
North Star Investment Management Corp.
UNCHANGED3,2503,25000%$183.6K$182.7K-$8452026-10-27
Creative Financial Designs Inc
DECREASED2,9432,963-20-1%$167.3K$165.5K-$1.9K2026-11-04
Birch Financial Group, LLC
NEW2,942—+2,942——$165.4K—2026-10-27
Elevation Wealth Partners, LLC
INCREASED2,8922,836+56+2%$160.2K$162.6K+$2.4K2026-10-07
Buck Wealth Strategies, LLC
INCREASED2,8612,255+606+27%$127.4K$160.8K+$33.5K2026-10-28
Pathway Financial Advisers, LLC
NEW2,816—+2,816——$158.3K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
INCREASED2,8162,810+6+0%$158.7K$158.3K-$4232026-10-27
Pinnacle Bancorp, Inc.
INCREASED2,7601,900+860+45%$107.3K$155.2K+$47.9K2026-10-21
Signature Equity Partners, LLC
DECREASED2,63527,618-24,983-90%$1.6M$148.1K-$1.4M2026-10-29
Canton Hathaway, LLC
UNCHANGED2,6002,60000%$146.8K$146.2K-$6762026-10-23
Advocate Investing Services LLC
DECREASED2,5003,510-1,010-29%$198.2K$140.6K-$57.7K2026-10-26
Alpine Bank Wealth Management
UNCHANGED2,4222,42200%$136.8K$136.2K-$6302026-10-16
Wolff Wiese Magana LLC
INCREASED2,2391,100+1,139+104%$62.1K$125.9K+$63.7K2026-10-15
Reyes Financial Architecture, Inc.
DECREASED2,1772,222-45-2%$125.5K$122.4K-$3.1K2026-10-22
Hazlett, Burt & Watson, Inc.
DECREASED2,0632,158-95-4%$46.1K$31.1K-$15.0K2026-11-04
RMG Wealth Management LLC
UNCHANGED2,0262,02600%$117.2K$115.8K-$1.3K2026-10-26
Independence Bank of Kentucky
DECREASED1,9052,157-252-12%$121.8K$107.1K-$14.7K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED1,8561,85600%$104.8K$104.3K-$4832026-11-02
Farmers & Merchants Investments Inc
INCREASED1,8001,700+100+6%$96.0K$101.2K+$5.2K2026-10-22
SRH Advisors, LLC
INCREASED1,780280+1,500+536%$15.8K$100.1K+$84.3K2026-10-22
Key Capital Management, Inc
NEW1,664—+1,664——$93.6K—2026-11-03
Bayban
UNCHANGED1,6401,64000%$92.6K$92.6K$02026-11-05
Peck Wealth Management, LLC
INCREASED1,6161,612+4+0%$91.0K$90.9K-$1692026-10-29
Chung Wu Investment Group, LLC
DECREASED1,5501,850-300-16%$104.5K$87.1K-$17.3K2026-11-03
3Chopt Investment Partners, LLC
DECREASED1,5411,584-43-3%$89.5K$86.6K-$2.8K2026-10-30
Centerpoint Advisors, LLC
INCREASED1,5291,505+24+2%$85.0K$86.0K+$1.0K2026-11-05
Financial Consulate, Inc
INCREASED1,4621,385+77+6%$78.2K$82.2K+$4.0K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED1,3681,36800%$76.8K$76.9K+$1372026-10-29
Brown, Lisle Ings, Inc.
INCREASED1,3581,184+174+15%$66.9K$76.3K+$9.5K2026-10-16
Valley National Advisers Inc
UNCHANGED1,3191,31900%$74.5K$74.2K-$3432026-10-23
UMB Private Wealth Management, LLC
NEW1,307—+1,307——$73.5K—2026-10-19
Coastline Trust Co
UNCHANGED1,1511,15100%$65.0K$64.7K-$2992026-10-01
Montag A & Associates Inc
INCREASED1,1291,108+21+2%$62.6K$63.5K+$8932026-10-29
Carnegie Lake Advisors LLC
DECREASED1,12014,787-13,667-92%$835.2K$831.3K-$3.8K2026-11-03
Pacifica Partners Inc.
UNCHANGED1,0001,00000%$56.7K$55.9K-$7802026-10-09
American National Bank & Trust
UNCHANGED1,0001,00000%$56.5K$56.2K-$2602026-10-07
MeadowBrook Investment Advisors LLC
UNCHANGED99099000%$55.9K$56.7K+$8022026-10-29
Arlington Trust Co LLC
UNCHANGED94694600%$53.4K$53.2K-$2462026-10-20
Center for Financial Planning, Inc.
NEW916—+916——$51.5K—2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED89889800%$50.7K$50.5K-$2332026-10-16
Yankcom Partnership
UNCHANGED89189100%$50.3K$50.1K-$2322026-10-15
Acumen Wealth Advisors, LLC
INCREASED847382+465+122%$21.6K$47.6K+$26.0K2026-11-05
Piscataqua Savings Bank
DECREASED800975-175-18%$55.1K$45.0K-$10.1K2026-10-21
Holos Integrated Wealth LLC
INCREASED714701+13+2%$39.8K$40.7K+$9042026-10-23
Sunrise Financial Services, LLC
UNCHANGED70070000%$39.5K$39.4K-$1822026-10-21
GGM Financial LLC
INCREASED669483+186+39%$27.3K$37.6K+$10.3K2026-11-05
William Mack & Associates, Inc.
NEW660—+660——$37.1K—2026-10-27
Olistico Wealth, LLC
NEW626—+626——$35.2K—2026-10-05
Cordgrass Capital Advisors, LLC
UNCHANGED62362300%$35.2K$35.0K-$1622026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED61561500%$34.7K$34.6K-$1602026-10-30
Financial Management Professionals, Inc.
INCREASED535525+10+2%$29.7K$30.1K+$4502026-10-23
Monetary Solutions, Ltd
UNCHANGED52952900%$29.9K$29.7K-$1382026-10-22
WPG Advisers, LLC
UNCHANGED50050000%$28.2K$28.1K-$1302026-10-27
Avion Wealth
UNCHANGED49049000%$27$27$02026-11-04
NBH Bank
UNCHANGED48348300%$27.3K$27.2K-$1262026-11-05
United Financial Planning Group LLC
NEW482—+482——$27.1K—2026-11-04
Financial Network Wealth Advisors LLC
INCREASED430266+164+62%$15.0K$24.2K+$9.2K2026-10-28
GHP Investment Advisors, Inc.
INCREASED430421+9+2%$23.8K$24.2K+$3612026-10-15
Abound Wealth Management
UNCHANGED40940900%$23.1K$23.0K-$1072026-10-26
High Point Wealth Management, LLC
DECREASED408850-442-52%$48.0K$22.9K-$25.1K2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED40040000%$22.6K$22.5K-$1042026-11-02
Next Level Wealth Planning, LLC
NEW392—+392——$22.0K—2026-10-29
Global Trust Asset Management, LLC
UNCHANGED37537500%$21.2K$21.1K-$972026-10-19
Capital Investment Counsel, Inc
UNCHANGED35035000%$19.8K$19.7K-$912026-10-20
Midwest Capital Advisors, LLC
NEW347—+347——$19.5K—2026-11-04
Elyxium Wealth, LLC
NEW344—+344——$19.3K—2026-10-27
Duncker Streett & Co Inc
DECREASED339514-175-34%$29.0K$19.1K-$10.0K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED32932900%$18.6K$18.5K-$862026-10-14
Noble Wealth Management PBC
UNCHANGED31531500%$17.8K$17.7K-$822026-10-01
GK Wealth Management LLC
NEW284—+284——$16.0K—2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED28028000%$15.8K$15.7K-$732026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2753,891-3,616-93%$219.8K$15.5K-$204.4K2026-10-14
Miller Global Investments, LLC
UNCHANGED24524500%$13.8K$13.8K-$642026-10-02
Elevated Capital Advisors, LLC
UNCHANGED20420400%$11.5K$11.5K-$532026-11-04
SYM Financial Corp
UNCHANGED20020000%$11.3K$11.2K-$522026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED20020000%$11.3K$11.2K-$522026-10-15
Kingdom Financial Group Llc.
INCREASED158155+3+2%$8.8K$8.9K+$1342026-11-04
Phillip James Consulting Co.
NEW154—+154——$8.7K—2026-11-03
Reap Financial Group, LLC
NEW150—+150——$8.4K—2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED15015000%$8.5K$8.4K-$392026-10-16
Evolution Wealth Management Inc.
DECREASED144285-141-49%$16.1K$8.1K-$8.0K2026-10-28
Investors Research Corp
UNCHANGED13413400%$7.6K$7.5K-$352026-10-07
Aspect Partners, LLC
UNCHANGED10010000%$5.6K$5.6K-$262026-10-20
Allspring Global Investments Holdings, LLC
DECREASED851,225-1,140-93%$69.2K$4.8K-$64.4K2026-11-04
Rydar Equities, Inc.
NEW84—+84——$4.7K—2026-10-13
City State Bank
UNCHANGED757500%$4.2K$4.2K-$192026-10-20
Horizon Financial Services, LLC
UNCHANGED757500%$4.2K$4.2K-$192026-11-04
McCarley & Cook Financial Planners
UNCHANGED535300%$3.0K$3.0K-$132026-10-21
Quaker Wealth Management, LLC
UNCHANGED525200%$2.9K$2.9K-$132026-10-22
Cedar Mountain Advisors, LLC
DECREASED3790-53-59%$5.1K$2.1K-$3.0K2026-10-15
Guardian Partners Inc.
UNCHANGED353500%$2.0K$2.0K-$92026-10-21
United Community Bank
NEW34—+34——$1.9K—2026-10-28
Birchbrook, Inc.
INCREASED3029+1+3%$1.6K$1.7K+$252026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED7700%$407$413+$62026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED2200%$62$62$02026-10-07
Beacon Capital Management, Inc.
UNCHANGED1100%$48$49+$12026-10-13
Atwood & Palmer Inc
NEW0—0——$1—2026-10-08
TBH Global Asset Management, LLC
CLOSED089,894-89,894-100%$5.1M$0-$5.1M2026-11-03
LifeWealth Investments, LLC
CLOSED085,004-85,004-100%$4.8M$0-$4.8M2026-10-21
Sierra Ocean, LLC
CLOSED066,717-66,717-100%$3.8M$0-$3.8M2026-11-03
Anchor Capital Management Group Inc
CLOSED039,500-39,500-100%$2.4M$0-$2.4M2026-11-02
Newport Capital Group, LLC
CLOSED037,036-37,036-100%$2.1M$0-$2.1M2026-10-16
Midwest Professional Planners, Ltd.
CLOSED035,967-35,967-100%$2.0M$0-$2.0M2026-10-29
Herbst Group, LLC
CLOSED014,528-14,528-100%$820.6K$0-$820.6K2026-10-20
Wellington Shields Capital Management, LLC
CLOSED010,636-10,636-100%$600.7K$0-$600.7K2026-11-03
Cherry Creek Investment Advisors, Inc.
CLOSED08,310-8,310-100%$469.4K$0-$469.4K2026-10-14
Oak Barrel Wealth Advisory LLC
CLOSED07,929-7,929-100%$447.8K$0-$447.8K2026-11-05
Jefferies Financial Group Inc.
CLOSED07,334-7,334-100%$414.2K$0-$414.2K2026-11-05
Columbia Asset Management
CLOSED06,894-6,894-100%$389.4K$0-$389.4K2026-10-19
Convergence Financial, LLC
CLOSED06,498-6,498-100%$367.0K$0-$367.0K2026-10-27
Garrison Bradford & Associates Inc
CLOSED06,186-6,186-100%$356.1K$0-$356.1K2026-10-27
Level Wealth Management LLC
CLOSED06,005-6,005-100%$339.2K$0-$339.2K2026-10-23
Connecticut Wealth Management, LLC
CLOSED05,169-5,169-100%$292.0K$0-$292.0K2026-10-13
Quad-Cities Investment Group, LLC
CLOSED04,631-4,631-100%$261.5K$0-$261.5K2026-10-16
Wespac Advisors, LLC
CLOSED04,618-4,618-100%$260.8K$0-$260.8K2026-10-26
Welch Group, LLC
CLOSED04,615-4,615-100%$260.6K$0-$260.6K2026-10-29
Atlas Brown,Inc.
CLOSED04,215-4,215-100%$238.1K$0-$238.1K2026-10-09
Capital Wealth Alliance, LLC
CLOSED04,180-4,180-100%$236.1K$0-$236.1K2026-10-20
West Bancorporation Inc
CLOSED04,150-4,150-100%$234.4K$0-$234.4K2026-10-29
Compass Ion Advisors, LLC
CLOSED04,134-4,134-100%$233.5K$0-$233.5K2026-10-23
Manchester Capital Management LLC
CLOSED04,000-4,000-100%$225.9K$0-$225.9K2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED03,900-3,900-100%$220.3K$0-$220.3K2026-11-04
Arbor Investment Advisors, LLC
CLOSED03,797-3,797-100%$214.5K$0-$214.5K2026-10-26
Core Wealth Partners LLC
CLOSED03,758-3,758-100%$212.2K$0-$212.2K2026-11-02
Retirement Financial Solutions, LLC
CLOSED03,638-3,638-100%$205.5K$0-$205.5K2026-10-20
Langley Wealth Management, LLC
CLOSED03,612-3,612-100%$204.0K$0-$204.0K2026-11-04
Wellington Shields & Co., LLC
CLOSED02,500-2,500-100%$141.2K$0-$141.2K2026-11-03
Mather Group, Llc.
CLOSED01,902-1,902-100%$107.4K$0-$107.4K2026-10-14
Halbert Hargrove Global Advisors, LLC
CLOSED0750-750-100%$42.4K$0-$42.4K2026-10-16
Miller Wealth Advisors, LLC
CLOSED0235-235-100%$13.3K$0-$13.3K2026-11-02
Entrust Financial LLC
CLOSED0225-225-100%$12.7K$0-$12.7K2026-11-04
Strengthening Families & Communities, LLC
CLOSED0117-117-100%$6.6K$0-$6.6K2026-10-21
Fiduciary Advisors, Inc.
CLOSED0112-112-100%$6.3K$0-$6.3K2026-10-16
Cornerstone Planning Group LLC
CLOSED0101-101-100%$5.7K$0-$5.7K2026-10-16
Go Invest LLC
CLOSED056-56-100%$3.2K$0-$3.2K2026-10-09
LifeSteps Financial, Inc.
CLOSED040-40-100%$2.3K$0-$2.3K2026-10-15
Mountain Hill Investment Partners Corp.
CLOSED019-19-100%$1.1K$0-$1.1K2026-10-23
Glass Jacobson Investment Advisors llc
CLOSED011-11-100%$622$0-$6222026-10-26
Morgan Stanley
N/A—48,733,339-48,733,339-100%$2.8B———
Bank of America Corp
N/A—29,737,195-29,737,195-100%$1.7B———
Wells Fargo & Company
N/A—17,305,015-17,305,015-100%$977.4M———
Envestnet Asset Management Inc
N/A—11,312,713-11,312,713-100%$638.9M———
LPL Financial LLC
N/A—10,363,670-10,363,670-100%$585.3M———
Raymond James Financial Inc
N/A—8,775,532-8,775,532-100%$495.6M———
Royal Bank of Canada
N/A—8,019,277-8,019,277-100%$452.9M———
Cetera Investment Advisers
N/A—6,909,528-6,909,528-100%$390.3M———
UBS Group AG
N/A—6,532,936-6,532,936-100%$369.0M———
JPMorgan Chase & Co
N/A—5,838,036-5,838,036-100%$329.5M———
Osaic Holdings, Inc.
N/A—5,792,995-5,792,995-100%$327.3M———
RiverFront Investment Group, LLC
N/A—3,524,615-3,524,615-100%$199.1M———
Jones Financial Companies Lllp
N/A—3,430,822-3,430,822-100%$192.7M———
MML Investors Services, LLC
N/A—3,320,265-3,320,265-100%$187.5M———
CIBC Bancorp USA Inc.
N/A—2,916,027-2,916,027-100%$165.2M———
Stifel Financial Corp
N/A—2,775,411-2,775,411-100%$156.8M———
Northwestern Mutual Wealth Management Co
N/A—2,673,279-2,673,279-100%$151.0M———
Equitable Holdings, Inc.
N/A—2,533,724-2,533,724-100%$142.4M———
Janney Montgomery Scott LLC
N/A—2,348,909-2,348,909-100%$132.7M———
HighTower Advisors, LLC
N/A—2,191,296-2,191,296-100%$123.8M———
Cornerstone Advisory, LLC
N/A—2,079,263-2,079,263-100%$117.4M———
PNC Financial Services Group, Inc.
N/A—2,040,043-2,040,043-100%$115.2M———
Rockefeller Capital Management L.P.
N/A—1,695,337-1,695,337-100%$95.8M———
FAS Wealth Partners, Inc.
N/A—1,666,456-1,666,456-100%$94.1M———
First Foundation Advisors
N/A—1,568,542-1,568,542-100%$88.6M———
Enstar Group LTD
N/A—1,539,025-1,539,025-100%$86.9M———
Atlantic Union Bankshares Corp
N/A—1,406,429-1,406,429-100%$79.4M———
Prosperity Consulting Group, LLC
N/A—1,401,148-1,401,148-100%$79.1M———
Allworth Financial LP
N/A—1,352,162-1,352,162-100%$76.4M———
Clearstead Advisors, LLC
N/A—1,243,285-1,243,285-100%$70.2M———
Focus Partners Wealth
N/A—1,169,609-1,169,609-100%$66.1M———
NewEdge Advisors, LLC
N/A—1,097,283-1,097,283-100%$62.0M———
SHP Wealth Management
N/A—1,047,209-1,047,209-100%$59.1M———
Franklin Resources Inc
N/A—1,023,352-1,023,352-100%$57.8M———
Steward Partners Investment Advisory, LLC
N/A—989,010-989,010-100%$55.9M———
Beacon Pointe Advisors, LLC
N/A—917,272-917,272-100%$51.8M———
Cary Street Partners Financial LLC
N/A—883,142-883,142-100%$49.9M———
Private Advisor Group, LLC
N/A—875,331-875,331-100%$49.4M———
Pinnacle Financial Partners, Inc.
N/A—787,470-787,470-100%$44.5M———
MAI Capital Management
N/A—779,214-779,214-100%$44.0M———
Baird Financial Group, Inc.
N/A—677,213-677,213-100%$38.2M———
&partners
N/A—664,513-664,513-100%$37.6M———
Fukoku Mutual Life Insurance Co
N/A—617,000-617,000-100%$34.8M———
Stephens Inc
N/A—614,920-614,920-100%$34.7M———
Coastal Bridge Advisors, LLC
N/A—603,065-603,065-100%$34.1M———
Hilton Capital Management, LLC
N/A—602,758-602,758-100%$34.0M———
Mariner, LLC
N/A—561,809-561,809-100%$31.7M———
Integrated Wealth Concepts LLC
N/A—555,924-555,924-100%$31.4M———
Cerity Partners LLC
N/A—553,071-553,071-100%$31.2M———
Bouchey Financial Group, Ltd.
N/A—551,039-551,039-100%$31.1M———
Requisite Capital Management, LLC
N/A—509,299-509,299-100%$28.8M———
Sanctuary Advisors, LLC
N/A—446,014-446,014-100%$25.2M———
Aptus Capital Advisors, LLC
N/A—440,188-440,188-100%$24.9M———
Arax Advisory Partners
N/A—432,321-432,321-100%$24.4M———
Great Valley Advisor Group, Inc.
N/A—430,218-430,218-100%$24.3M———
Captrust Financial Advisors
N/A—406,844-406,844-100%$23.0M———
Melia Wealth LLC
N/A—404,606-404,606-100%$22.9M———
Wealthfront Advisers LLC
N/A—375,490-375,490-100%$21.2M———
Mercer Global Advisors Inc
N/A—371,380-371,380-100%$21.0M———
Principal Securities, Inc.
N/A—370,279-370,279-100%$20.9M———
EP Wealth Advisors, LLC
N/A—368,013-368,013-100%$20.8M———
Rothschild Investment LLC
N/A—364,432-364,432-100%$20.6M———
Blair William & Co
N/A—360,228-360,228-100%$20.3M———
United Capital Financial Advisors, LLC
N/A—346,505-346,505-100%$19.6M———
Waverly Advisors, LLC
N/A—338,122-338,122-100%$19.1M———
Harbour Investments, Inc.
N/A—324,851-324,851-100%$18.3M———
Huntington National Bank
N/A—320,961-320,961-100%$18.1M———
Advisory Services Network, LLC
N/A—312,134-312,134-100%$17.6M———
Tobias Financial Advisors, Inc.
N/A—310,180-310,180-100%$17.5M———
1 North Wealth Services LLC
N/A—306,541-306,541-100%$17.3M———
Geneos Wealth Management Inc.
N/A—302,976-302,976-100%$17.1M———
Sfmg, LLC
N/A—298,098-298,098-100%$16.8M———
Tradition Wealth Management, LLC
N/A—278,316-278,316-100%$15.7M———
Cresset Asset Management, LLC
N/A—276,865-276,865-100%$15.6M———
Mountain Capital Investment Advisors Inc.
N/A—275,402-275,402-100%$15.6M———
Everest Financial Group LLC
N/A—274,028-274,028-100%$15.5M———
Retirement Planning Group, LLC / NY
N/A—267,107-267,107-100%$15.1M———
Legacy Edge Advisors, LLC
N/A—262,507-262,507-100%$14.8M———
Eaton Financial Holdings Company, LLC
N/A—257,677-257,677-100%$14.6M———
World Investment Advisors
N/A—250,363-250,363-100%$14.2M———
Kingsview Wealth Management, LLC
N/A—247,393-247,393-100%$14.0M———
Trinity Legacy Partners, LLC
N/A—244,454-244,454-100%$13.9M———
John A. Wolfe & Associates, Inc.
N/A—234,023-234,023-100%$13.2M———
MTM Financial Group, LLC
N/A—228,835-228,835-100%$12.9M———
Westwood Holdings Group Inc
N/A—224,945-224,945-100%$12.7M———
Community Bank, N.A.
N/A—224,919-224,919-100%$12.7M———
Natixis Advisors, LLC
N/A—218,401-218,401-100%$12.3M———
Summit Financial, LLC
N/A—216,551-216,551-100%$12.2M———
Belpointe Asset Management LLC
N/A—216,005-216,005-100%$12.2M———
Wealthspire Retirement, LLC
N/A—211,573-211,573-100%$11.9M———
Valmark Advisers, Inc.
N/A—209,275-209,275-100%$11.8M———
UMB Bank, n.a.
N/A—208,925-208,925-100%$11.8M———
CreativeOne Wealth, LLC
N/A—201,798-201,798-100%$11.4M———
First National Advisers, LLC
N/A—198,912-198,912-100%$11.2M———
AE Wealth Management LLC
N/A—195,686-195,686-100%$11.1M———
Capital Analysts, LLC
N/A—187,759-187,759-100%$10.6M———
Argent Trust Co
N/A—185,256-185,256-100%$10.5M———
Guardian Wealth Advisors, LLC / NC
N/A—180,861-180,861-100%$10.2M———
Arkadios Wealth Advisors
N/A—173,404-173,404-100%$9.8M———
SageGuard Financial Group, LLC
N/A—172,323-172,323-100%$9.7M———
F/m Investments LLC
N/A—171,320-171,320-100%$9.7M———
First National Bank of Omaha
N/A—162,624-162,624-100%$9.2M———
Granite Bay Wealth Management, LLC
N/A—158,475-158,475-100%$9.0M———
Merit Financial Group, LLC
N/A—157,668-157,668-100%$8.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—156,481-156,481-100%$8.8M———
NCM Capital Management, LLC
N/A—148,820-148,820-100%$8.4M———
CFO4Life Group, LLC
N/A—143,665-143,665-100%$8.1M———
Mutual Advisors, LLC
N/A—142,863-142,863-100%$8.1M———
PFG Investments, LLC
N/A—142,628-142,628-100%$8.1M———
CVA Family Office, LLC
N/A—142,494-142,494-100%$8.0M———
Spirepoint Private Client, LLC
N/A—141,906-141,906-100%$8.0M———
Garden State Investment Advisory Services LLC
N/A—138,440-138,440-100%$7.8M———
Centaurus Financial, Inc.
N/A—137,742-137,742-100%$7.8M———
Snowden Capital Advisors LLC
N/A—137,343-137,343-100%$7.8M———
LEE Johnson Capital Management, LLC
N/A—136,335-136,335-100%$7.7M———
Focus Partners Advisor Solutions, LLC
N/A—133,657-133,657-100%$7.5M———
Intrepid Financial Planning Group LLC
N/A—133,479-133,479-100%$7.5M———
Foundations Investment Advisors, LLC
N/A—132,174-132,174-100%$7.5M———
Stelac Advisory Services LLC
N/A—131,947-131,947-100%$7.5M———
Smartleaf Asset Management LLC
N/A—130,729-130,729-100%$7.4M———
Financial Alternatives, Inc
N/A—129,653-129,653-100%$7.3M———
Orion Porfolio Solutions, LLC
N/A—129,579-129,579-100%$7.3M———
Moors & Cabot, Inc.
N/A—129,411-129,411-100%$7.3M———
BFC Planning, Inc.
N/A—127,311-127,311-100%$7.2M———
Nicolet Bankshares Inc
N/A—125,285-125,285-100%$7.1M———
Strategic Wealth Partners, Ltd.
N/A—121,186-121,186-100%$6.8M———
CIBC World Market Inc.
N/A—119,160-119,160-100%$6.7M———
Caprock Group, LLC
N/A—115,149-115,149-100%$6.5M———
Savant Capital, LLC
N/A—114,777-114,777-100%$6.5M———
Campbell Deegan Wealth Management, LLC
N/A—112,578-112,578-100%$6.4M———
Ausdal Financial Partners, Inc.
N/A—111,831-111,831-100%$6.3M———
Thoroughbred Financial Services, LLC
N/A—109,704-109,704-100%$6.2M———
Ameriprise Financial Inc
N/A—109,605-109,605-100%$6.2M———
Thayer Partners, LLC / MA
N/A—108,911-108,911-100%$6.2M———
Perissos Private Wealth Management, LLC
N/A—107,822-107,822-100%$6.1M———
Global Retirement Partners, LLC
N/A—107,183-107,183-100%$6.1M———
Money Concepts Capital Corp
N/A—107,058-107,058-100%$6.0M———
Level Four Advisory Services, LLC
N/A—106,552-106,552-100%$6.0M———
Southeast Asset Advisors, LLC
N/A—106,013-106,013-100%$6.0M———
Vestmark Advisory Solutions, Inc.
N/A—105,759-105,759-100%$6.0M———
Clearstead Trust, LLC
N/A—105,133-105,133-100%$5.9M———
Cahill Financial Advisors Inc
N/A—104,359-104,359-100%$5.9M———
O'rourke & Company, Inc
N/A—103,938-103,938-100%$5.9M———
Bank of Montreal
N/A—103,347-103,347-100%$5.8M———
Envestnet Portfolio Solutions, Inc.
N/A—102,915-102,915-100%$5.8M———
Allred Capital Management, LLC
N/A—102,788-102,788-100%$5.8M———
Cascade Wealth Advisors, Inc
N/A—101,978-101,978-100%$5.9M———
N.E.W. Advisory Services LLC
N/A—99,777-99,777-100%$5.6M———
Gotham Asset Management, LLC
N/A—98,676-98,676-100%$5.6M———
Talon Private Wealth, LLC
N/A—97,586-97,586-100%$5.5M———
OneDigital Investment Advisors LLC
N/A—97,266-97,266-100%$5.5M———
Thomasville National Bank
N/A—96,826-96,826-100%$5.5M———
Bluespring Wealth Management, LLC
N/A—95,863-95,863-100%$5.4M———
Northern Trust Corp
N/A—95,380-95,380-100%$5.4M———
Pathstone Holdings, LLC
N/A—94,099-94,099-100%$5.3M———
Insigneo Advisory Services, LLC
N/A—93,704-93,704-100%$5.3M———
Western Wealth Management, LLC
N/A—92,680-92,680-100%$5.2M———
Vienna Asset Management LLC
N/A—91,130-91,130-100%$5.1M———
Benjamin Edwards Inc
N/A—90,974-90,974-100%$5.1M———
Continuum Advisory, LLC
N/A—90,569-90,569-100%$5.1M———
Essex Financial Services, Inc.
N/A—88,958-88,958-100%$5.0M———
Savvy Advisors, Inc.
N/A—88,697-88,697-100%$5.0M———
Stratos Wealth Partners, Ltd.
N/A—88,170-88,170-100%$5.0M———
Safe Harbor Fiduciary, LLC
N/A—87,474-87,474-100%$4.9M———
NewEdge Wealth, LLC
N/A—87,032-87,032-100%$4.9M———
Peregrine Asset Advisers, Inc.
N/A—86,632-86,632-100%$4.9M———
Boston Partners
N/A—86,360-86,360-100%$4.9M———
Troutman Wealth Management, LLC
N/A—85,876-85,876-100%$4.9M———
IHT Wealth Management, LLC
N/A—85,664-85,664-100%$4.8M———
Wealthspan Partners, LLC
N/A—85,481-85,481-100%$4.8M———
Wick Capital Partners, LLC
N/A—85,182-85,182-100%$4.8M———
Summit Wealth Partners, LLC
N/A—84,505-84,505-100%$4.8M———
Ameritas Advisory Services, LLC
N/A—84,240-84,240-100%$4.8M———
Calton & Associates, Inc.
N/A—82,507-82,507-100%$4.7M———
Wealthspire Advisors, LLC
N/A—82,291-82,291-100%$4.6M———
Slagle Financial, LLC
N/A—81,443-81,443-100%$4.6M———
J Hagan Capital, Inc.
N/A—81,195-81,195-100%$4.6M———
Lowery Thomas, LLC
N/A—80,090-80,090-100%$4.5M———
MOR Wealth Management, LLC
N/A—77,612-77,612-100%$4.4M———
Trajan Wealth LLC
N/A—76,602-76,602-100%$4.3M———
FourThought Financial Partners, LLC
N/A—76,563-76,563-100%$4.3M———
Scotia Capital Inc.
N/A—75,389-75,389-100%$4.3M———
Investment Advisory Services Group LLC
N/A—69,156-69,156-100%$3.9M———
Quantinno Capital Management LP
N/A—69,131-69,131-100%$3.9M———
Planning Directions Inc
N/A—69,044-69,044-100%$3.9M———
Hexagon Capital Partners LLC
N/A—68,220-68,220-100%$3.9M———
AQR Capital Management LLC
N/A—67,996-67,996-100%$3.8M———
WMS Group LLC
N/A—67,959-67,959-100%$3.8M———
Jaffetilchin Investment Partners, LLC
N/A—67,271-67,271-100%$3.8M———
RPg Family Wealth Advisory, LLC
N/A—66,311-66,311-100%$3.7M———
Kovack Advisors, Inc.
N/A—64,701-64,701-100%$3.6M———
Inspire Advisors, LLC
N/A—64,325-64,325-100%$3.6M———
SG Americas Securities, LLC
N/A—64,300-64,300-100%$3.6M———
VeraBank, N.A.
N/A—63,207-63,207-100%$3.6M———
WNY Asset Management, LLC
N/A—62,509-62,509-100%$3.5M———
Advisory Alpha, LLC
N/A—62,147-62,147-100%$3.5M———
American Trust
N/A—61,332-61,332-100%$3.5M———
L2 Asset Management, LLC
N/A—61,193-61,193-100%$3.5M———
Cedarwood Wealth LLC
N/A—60,455-60,455-100%$3.4M———
Panoramic Investment Advisors, LLC
N/A—59,374-59,374-100%$3.4M———
Ankerstar Wealth, LLC
N/A—59,262-59,262-100%$3.3M———
Heritage Trust Co
N/A—58,909-58,909-100%$3.3M———
Ducere Wealth Management LLC
N/A—58,465-58,465-100%$3.3M———
Haverford Trust Co
N/A—58,188-58,188-100%$3.3M———
Collaborative Wealth Managment Inc.
N/A—57,026-57,026-100%$3.2M———
Walter & Keenan Wealth Management LLC
N/A—56,055-56,055-100%$3.2M———
Old Mission Capital LLC
N/A—55,230-55,230-100%$3.1M———
Van Hulzen Asset Management, LLC
N/A—54,220-54,220-100%$3.1M———
Stratos Investment Management, LLC
N/A—54,076-54,076-100%$3.1M———
Shepherd Kaplan Krochuk, LLC
N/A—53,530-53,530-100%$3.0M———
Lionhunter Capital Management, LLC
N/A—53,401-53,401-100%$3.0M———
Fiduciary Financial Advisors
N/A—53,314-53,314-100%$3.0M———
Westbourne Investments, Inc.
N/A—52,415-52,415-100%$3.0M———
Sachetta, LLC
N/A—51,803-51,803-100%$2.9M———
Tyche Wealth Partners LLC
N/A—51,010-51,010-100%$2.9M———
CoreFirst Bank & Trust
N/A—50,481-50,481-100%$2.9M———
Star Financial Bank
N/A—50,386-50,386-100%$2.8M———
Oxinas Partners, LLC
N/A—49,402-49,402-100%$2.8M———
Regal Investment Advisors LLC
N/A—49,302-49,302-100%$2.8M———
Dakota Wealth Management
N/A—49,115-49,115-100%$2.8M———
5T Wealth, LLC
N/A—48,915-48,915-100%$2.8M———
Goldstone Financial Group, LLC
N/A—48,733-48,733-100%$2.8M———
Sequent Planning LLC
N/A—47,868-47,868-100%$2.7M———
Resolute Capital, LLC
N/A—46,579-46,579-100%$2.6M———
Invst, LLC
N/A—45,627-45,627-100%$2.6M———
Betterment LLC
N/A—45,161-45,161-100%$2.6M———
Houlihan Financial Resource Group, Ltd.
N/A—45,023-45,023-100%$2.5M———
Pallas Capital Advisors LLC
N/A—44,560-44,560-100%$2.5M———
Crewe Advisors LLC
N/A—44,499-44,499-100%$2.5M———
Acorns Advisers, LLC
N/A—44,426-44,426-100%$2.5M———
Bradley Foster & Sargent Inc
N/A—43,915-43,915-100%$2.5M———
Sovereign Financial Group, Inc.
N/A—43,907-43,907-100%$2.5M———
Hancock Whitney Corp
N/A—43,254-43,254-100%$2.4M———
Littlejohn Financial Services, Inc.
N/A—41,595-41,595-100%$2.3M———
Note Advisors, LLC
N/A—41,575-41,575-100%$2.3M———
Ruggiero Investments, Inc.
N/A—41,470-41,470-100%$2.3M———
Bleakley Financial Group, LLC
N/A—40,631-40,631-100%$2.3M———
JT Stratford LLC
N/A—40,363-40,363-100%$2.3M———
White Wing Wealth Management
N/A—39,435-39,435-100%$2.2M———
TFR Capital, Llc.
N/A—37,895-37,895-100%$2.1M———
BOK Financial Private Wealth, Inc.
N/A—37,884-37,884-100%$2.1M———
L & S Advisors Inc
N/A—37,646-37,646-100%$2.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—36,625-36,625-100%$2.1M———
Croban
N/A—36,340-36,340-100%$2.1M———
Greykasell Wealth Strategies, Inc.
N/A—35,869-35,869-100%$2.0M———
LGT Financial Advisors LLC
N/A—35,822-35,822-100%$2.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—35,696-35,696-100%$2.0M———
Kerr Financial Planning Corp
N/A—35,263-35,263-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—35,247-35,247-100%$2.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—35,096-35,096-100%$2.0M———
Cannon Wealth Management Services, LLC
N/A—35,080-35,080-100%$2.0M———
National Philanthropic Trust
N/A—34,566-34,566-100%$2.0M———
Bellevue Asset Management, LLC
N/A—34,439-34,439-100%$1.9M———
Coppell Advisory Solutions LLC
N/A—34,280-34,280-100%$4.0K———
Ancora Advisors LLCA
N/A—33,326-33,326-100%$1.9M———
Caerus Investment Advisors, LLC
N/A—33,078-33,078-100%$1.9M———
Round Rock Advisors LLC
N/A—33,020-33,020-100%$1.9M———
Modus Advisors, LLC
N/A—32,674-32,674-100%$1.8M———
Coldstream Capital Management Inc
N/A—32,670-32,670-100%$1.8M———
Spartan Wealth Advisory Services LLC
N/A—32,607-32,607-100%$1.8M———
IFG Advisory, LLC
N/A—32,559-32,559-100%$1.8M———
Sequoia Financial Advisors, LLC
N/A—31,720-31,720-100%$1.8M———
SlateStone Wealth, LLC
N/A—31,350-31,350-100%$1.8M———
GTS Securities LLC
N/A—31,349-31,349-100%$1.8M———
Wealth Watch Advisors, Inc
N/A—31,306-31,306-100%$1.8M———
Dynasty Wealth Management, LLC
N/A—30,829-30,829-100%$1.7M———
Carr Financial Group Corp
N/A—30,066-30,066-100%$1.7M———
HBK Sorce Advisory LLC
N/A—29,963-29,963-100%$1.7M———
Security National Bank of SO DAK
N/A—29,885-29,885-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—29,666-29,666-100%$1.7M———
Mayflower Financial Advisors, LLC
N/A—29,190-29,190-100%$1.6M———
Silver OAK Securities, Incorporated
N/A—29,082-29,082-100%$1.6M———
New Insight Wealth Advisors
N/A—28,229-28,229-100%$1.6M———
Brown Advisory Inc
N/A—27,788-27,788-100%$1.6M———
Modern Wealth Management, LLC
N/A—27,586-27,586-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—27,521-27,521-100%$1.6M———
Wealth Alliance, LLC
N/A—27,341-27,341-100%$1.5M———
Generation Capital Management LLC
N/A—27,101-27,101-100%$1.5M———
Strategic Wealth Advisors LLC
N/A—26,891-26,891-100%$1.5K———
Paradigm Capital Management, LLC
N/A—26,725-26,725-100%$1.5M———
Channel Wealth LLC
N/A—26,666-26,666-100%$1.5M———
BTS Asset Management, Inc.
N/A—25,958-25,958-100%$1.5M———
Tocqueville Asset Management L.P.
N/A—25,560-25,560-100%$1.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—25,555-25,555-100%$1.4M———
Legacy Wealth Managment, LLC
N/A—25,302-25,302-100%$1.4M———
Independent Advisor Alliance
N/A—25,288-25,288-100%$1.4M———
Wellington-Altus USA Inc.
N/A—24,907-24,907-100%$1.4M———
RWA Wealth Partners, LLC
N/A—24,570-24,570-100%$1.4M———
Boreal Capital Management LLC
N/A—24,214-24,214-100%$1.4M———
Transcend Capital Advisors, LLC
N/A—23,929-23,929-100%$1.4M———
Security National Bank of Sioux City Iowa
N/A—23,800-23,800-100%$1.3M———
GWN Securities Inc.
N/A—23,724-23,724-100%$1.3M———
Ascension Capital Advisors, Inc.
N/A—23,653-23,653-100%$1.3M———
Plotkin Financial Advisors, LLC
N/A—23,562-23,562-100%$1.3M———
Smith, Moore & Co.
N/A—23,375-23,375-100%$1.3M———
Bay Rivers Group
N/A—23,360-23,360-100%$1.3M———
Cozad Asset Management Inc
N/A—22,797-22,797-100%$1.3M———
Tudor Investment Corp ET AL
N/A—22,754-22,754-100%$1.3M———
Commerce Bank
N/A—22,658-22,658-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—22,573-22,573-100%$1.3M———
Bravias Capital Group, LLC
N/A—22,536-22,536-100%$1.3M———
Jacobs Equity LLC
N/A—22,450-22,450-100%$1.3M———
Twin Focus Capital Partners, LLC
N/A—22,160-22,160-100%$1.3M———
Pasadena Private Wealth, LLC
N/A—22,094-22,094-100%$1.2M———
Falcon Wealth Planning
N/A—22,008-22,008-100%$1.2M———
LRI Investments, LLC
N/A—21,655-21,655-100%$1.2M———
Burling Wealth Partners, LLC
N/A—21,367-21,367-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—21,314-21,314-100%$1.2M———
Berger Financial Group, Inc
N/A—21,293-21,293-100%$1.2M———
Ameriflex Group, Inc.
N/A—20,770-20,770-100%$1.2M———
Sun Financial Inc
N/A—20,713-20,713-100%$1.2M———
Mendel Capital Management LLC
N/A—20,484-20,484-100%$1.2M———
Citadel Advisors LLC
N/A—20,447-20,447-100%$1.2M———
AFT, Forsyth & Company, Inc.
N/A—20,190-20,190-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—20,182-20,182-100%$1.1M———
Capasso Planning Partners LLC
N/A—20,129-20,129-100%$1.1M———
Teucrium Investment Advisors, LLC
N/A—20,112-20,112-100%$1.1M———
Blue Chip Partners, LLC
N/A—20,068-20,068-100%$1.1M———
Madison Wealth Partners, Inc
N/A—19,971-19,971-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—19,891-19,891-100%$1.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—19,889-19,889-100%$1.1M———
Bellwether Advisors, LLC
N/A—19,393-19,393-100%$1.1M———
Axis Wealth Partners, LLC
N/A—18,851-18,851-100%$1.1M———
Allied Private Wealth LLC
N/A—18,693-18,693-100%$1.1M———
Beckerman Institutional, LLC
N/A—18,335-18,335-100%$1.0M———
Portfolio Strategies, Inc.
N/A—17,556-17,556-100%$991.6K———
Greenwich Wealth Management LLC
N/A—17,518-17,518-100%$989.0K———
Stonebridge Financial Planning Group, LLC
N/A—17,135-17,135-100%$967.8K———
SouthState Bank Corp
N/A—17,070-17,070-100%$964.1K———
Park Place Capital Corp
N/A—16,794-16,794-100%$948.5K———
Perennial Investment Advisors, LLC
N/A—16,727-16,727-100%$944.7K———
IMA Advisory Services, Inc.
N/A—16,617-16,617-100%$938.5K———
Cardiff Park Advisors, LLC
N/A—16,574-16,574-100%$936.1K———
BlackRock, Inc.
N/A—16,459-16,459-100%$929.6K———
Brasada Capital Management, LP
N/A—16,374-16,374-100%$924.8K———
Chilton Investment Co Inc.
N/A—16,327-16,327-100%$922.1K———
Jupiter Wealth Management LLC
N/A—16,250-16,250-100%$917.8K———
IAM Advisory, LLC
N/A—16,229-16,229-100%$916.6K———
Atlantic Private Wealth, LLC
N/A—16,206-16,206-100%$915.3K———
Arrowroot Family Office, LLC
N/A—16,130-16,130-100%$911.0K———
Whittier Trust Co of Nevada Inc
N/A—16,105-16,105-100%$915.7K———
First Commonwealth Financial Corp
N/A—16,073-16,073-100%$907.8K———
Keating Financial Advisory Services, Inc.
N/A—16,008-16,008-100%$904.1K———
Cascades Capital Asset Management, LLC
N/A—15,682-15,682-100%$885.7K———
Pincus Capital Management, LP
N/A—15,500-15,500-100%$875.4K———
Advyzon Investment Management, LLC
N/A—15,367-15,367-100%$867.9K———
Dana Investment Advisors, Inc.
N/A—15,189-15,189-100%$857.9K———
Strategic Financial Concepts, LLC
N/A—15,154-15,154-100%$855.9K———
Capstone Financial Advisors, Inc.
N/A—14,739-14,739-100%$832.4K———
PCM Encore, LLC
N/A—14,428-14,428-100%$814.9K———
Pointe Capital Management LLC
N/A—14,174-14,174-100%$800.5K———
Arete Wealth Advisors, LLC
N/A—14,133-14,133-100%$798.3K———
Laraway Financial Advisors Inc
N/A—14,043-14,043-100%$793.1K———
Bcgm Wealth Management, LLC
N/A—13,873-13,873-100%$783.5K———
Navis Wealth Advisors, LLC
N/A—13,803-13,803-100%$779.6K———
Susquehanna International Group, LLP
N/A—13,798-13,798-100%$779.3K———
White Knight Strategic Wealth Advisors, LLC
N/A—13,643-13,643-100%$770.6K———
Empire Financial Management Company, LLC
N/A—13,630-13,630-100%$769.9K———
Maripau Wealth Management LLC
N/A—13,520-13,520-100%$763.2K———
Resolute Wealth Strategies, LLC
N/A—13,395-13,395-100%$756.5K———
Pure Financial Advisors, LLC
N/A—13,389-13,389-100%$756.2K———
Nelson Capital Management, LLC
N/A—13,383-13,383-100%$755.9K———
FMR LLC
N/A—13,349-13,349-100%$754.0K———
Menard Financial Group LLC
N/A—13,248-13,248-100%$748.3K———
Cascade Financial Partners, LLC
N/A—13,191-13,191-100%$745.0K———
Fiduciary Trust Co
N/A—13,152-13,152-100%$742.8K———
Flputnam Investment Management Co
N/A—13,032-13,032-100%$736.1K———
West Michigan Advisors, LLC
N/A—12,844-12,844-100%$725.4K———
Arcus Capital Partners, LLC
N/A—12,791-12,791-100%$722.4K———
UBS Asset Management Americas LLC
N/A—12,758-12,758-100%$720.6K———
Lakeridge Wealth Management LLC
N/A—12,554-12,554-100%$709.1K———
Florida Financial Advisors, LLC
N/A—12,415-12,415-100%$701.3K———
Brown Brothers Harriman & Co
N/A—12,297-12,297-100%$694.5K———
Atlanta Consulting Group Advisors, LLC
N/A—12,220-12,220-100%$690.2K———
Fiduciary Group, LLC
N/A—12,175-12,175-100%$687.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—12,105-12,105-100%$683.7K———
Mission Hills Financial Advisory, LLC
N/A—11,992-11,992-100%$677.3K———
HM Payson & Co
N/A—11,515-11,515-100%$650.4K———
Colonial Trust Co / SC
N/A—11,443-11,443-100%$646.3K———
Fortis Group Advisors, LLC
N/A—11,416-11,416-100%$644.8K———
Capital Advisors Inc
N/A—11,385-11,385-100%$643.0K———
Financial Gravity Companies, Inc.
N/A—11,370-11,370-100%$642.2K———
Pine Valley Investments Ltd Liability Co
N/A—11,298-11,298-100%$638.1K———
Darden Wealth Group Inc
N/A—11,248-11,248-100%$635.3K———
NorthRock Partners, LLC
N/A—11,142-11,142-100%$629.3K———
Marshall Financial Group, LLC
N/A—11,118-11,118-100%$627.9K———
Camelot Portfolios, LLC
N/A—10,807-10,807-100%$610.4K———
Rothschild Wealth LLC
N/A—10,729-10,729-100%$606.0K———
Zacks Investment Management
N/A—10,524-10,524-100%$594.4K———
Rosenblum Silverman Sutton S F Inc
N/A—10,500-10,500-100%$593.0K———
AssuredPartners Investment Advisors, LLC
N/A—10,424-10,424-100%$588.8K———
United Bank
N/A—10,416-10,416-100%$588.3K———
Fortis Advisors, LLC
N/A—10,256-10,256-100%$579.3K———
Kirtland Hills Capital Management, LLC
N/A—10,226-10,226-100%$577.5K———
Texas Yale Capital Corp.
N/A—10,150-10,150-100%$573.3K———
Aventura Private Wealth, LLC
N/A—10,084-10,084-100%$569.5K———
Vickerman Investment Advisors, Inc.
N/A—9,878-9,878-100%$557.9K———
Red Door Wealth Management, LLC
N/A—9,840-9,840-100%$555.8K———
Advance Capital Management, Inc.
N/A—9,705-9,705-100%$548.1K———
American Money Management, LLC
N/A—9,661-9,661-100%$545.7K———
One Capital Management, LLC
N/A—9,461-9,461-100%$536.3K———
Oakmont Advisory Group, LLC
N/A—9,448-9,448-100%$533.6K———
Sovereign Investment Advisors, LLC
N/A—9,327-9,327-100%$526.8K———
KKM Financial LLC
N/A—9,312-9,312-100%$525.9K———
Argent Advisors, Inc.
N/A—9,272-9,272-100%$523.7K———
Gateway Wealth Partners, LLC
N/A—9,079-9,079-100%$512.8K———
PlanVest Financial, Inc
N/A—8,934-8,934-100%$504.6K———
Glen Eagle Advisors, LLC
N/A—8,821-8,821-100%$498.2K———
Bull Harbor Capital LLC
N/A—8,713-8,713-100%$492.1K———
Fidelis Capital Partners, LLC
N/A—8,657-8,657-100%$488.9K———
Ethos Financial Group, LLC
N/A—8,637-8,637-100%$491.6K———
Harvest Investment Services, LLC
N/A—8,415-8,415-100%$475.3K———
Alongside, LLC
N/A—8,276-8,276-100%$467.5K———
49 Wealth Management, LLC
N/A—8,276-8,276-100%$467.5K———
Nwam LLC
N/A—8,168-8,168-100%$461.3K———
Main Street Financial Solutions, LLC
N/A—8,159-8,159-100%$460.8K———
Private Wealth Asset Management, LLC
N/A—8,075-8,075-100%$456.1K———
Aurdan Capital Management, LLC
N/A—8,008-8,008-100%$452.3K———
Carson Advisory Inc.
N/A—7,992-7,992-100%$451.4K———
American Financial Advisors, LLC
N/A—7,954-7,954-100%$449.2K———
Dover Advisors, LLC
N/A—7,918-7,918-100%$456.6K———
Winch Advisory Services, LLC
N/A—7,761-7,761-100%$438.4K———
Bridgewealth Advisory Group, LLC
N/A—7,672-7,672-100%$433.3K———
TAGStone Capital, Inc.
N/A—7,657-7,657-100%$432.5K———
BTG Pactual Asset Management US LLC
N/A—7,529-7,529-100%$425.2K———
Personal CFO Solutions, LLC
N/A—7,459-7,459-100%$421.3K———
Choate Investment Advisors
N/A—7,435-7,435-100%$419.9K———
Venturi Wealth Management, LLC
N/A—7,310-7,310-100%$412.8K———
Qube Research & Technologies Ltd
N/A—7,266-7,266-100%$410.4K———
Edgestream Partners, L.P.
N/A—7,257-7,257-100%$409.9K———
Sonoma Allocations LLC
N/A—7,253-7,253-100%$431.8K———
Vigil Wealth Management, LLC
N/A—7,199-7,199-100%$406.6K———
EWA, LLC
N/A—7,199-7,199-100%$406.6K———
HighPoint Advisor Group LLC
N/A—7,109-7,109-100%$401.5K———
Leigh Baldwin & Co., LLC
N/A—7,099-7,099-100%$401.0K———
Z3 Capital Partners, LLC
N/A—7,075-7,075-100%$399.6K———
Stock Yards Bank & Trust Co
N/A—7,069-7,069-100%$399.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—6,887-6,887-100%$389.0K———
Comprehensive Money Management Services LLC
N/A—6,788-6,788-100%$383.4K———
Alteri Wealth LLC
N/A—6,771-6,771-100%$382.4K———
Delta Investment Management, LLC
N/A—6,620-6,620-100%$373.9K———
Baker Avenue Asset Management, LP
N/A—6,584-6,584-100%$371.9K———
Osborne Partners Capital Management, LLC
N/A—6,555-6,555-100%$370.2K———
Liberty Wealth Management LLC
N/A—6,530-6,530-100%$370.1K———
Xcelsior Advisor Partners LLC
N/A—6,488-6,488-100%$366.4K———
Wills Financial Group LLC
N/A—6,415-6,415-100%$362.3K———
Alexander Labrunerie & Co., Inc.
N/A—6,410-6,410-100%$362.0K———
Nuveen, LLC
N/A—6,399-6,399-100%$361.4K———
Northeast Planning Associates, Inc. / NH /
N/A—6,325-6,325-100%$329.1K———
Synergy Financial Group, LTD
N/A—6,315-6,315-100%$356.7K———
Institute for Wealth Management, Llc.
N/A—6,244-6,244-100%$352.7K———
Bogart Wealth, LLC
N/A—6,046-6,046-100%$341.5K———
Crux Wealth Advisors
N/A—6,005-6,005-100%$339.2K———
Welch Financial Planning, LLC
N/A—5,985-5,985-100%$338.0K———
WFA of San Diego, LLC
N/A—5,723-5,723-100%$331.5K———
Patron Partners, LLC
N/A—5,645-5,645-100%$318.8K———
17 Capital Partners, LLC
N/A—5,627-5,627-100%$317.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—5,618-5,618-100%$317.3K———
Maridea Wealth Management LLC
N/A—5,609-5,609-100%$316.8K———
Wealthedge Investment Advisors, LLC
N/A—5,550-5,550-100%$313.5K———
LWM Advisory Services, LLC
N/A—5,515-5,515-100%$311.5K———
Entelevest, LLC
N/A—5,236-5,236-100%$295.7K———
Premier Private Wealth Management LLC
N/A—5,220-5,220-100%$294.8K———
SageView Advisory Group, LLC
N/A—5,218-5,218-100%$294.7K———
Klcm Advisors, Inc.
N/A—5,191-5,191-100%$293.2K———
Tortoise Investment Management, LLC
N/A—5,141-5,141-100%$290.4K———
National Bank of Canada
N/A—5,137-5,137-100%$290.1K———
Johnson Investment Counsel Inc
N/A—5,114-5,114-100%$288.8K———
AlTi Global, Inc.
N/A—5,084-5,084-100%$287.2K———
Brookwood Investment Group LLC
N/A—5,027-5,027-100%$283.9K———
Impact Partnership Wealth, LLC
N/A—5,017-5,017-100%$283.4K———
Schonfeld Strategic Advisors LLC
N/A—5,000-5,000-100%$282.4K———
Beck Bode, LLC
N/A—4,996-4,996-100%$282.2K———
Rehmann Capital Advisory Group
N/A—4,955-4,955-100%$279.9K———
Pinnacle Family Advisors, LLC
N/A—4,919-4,919-100%$277.8K———
Curi Capital, LLC
N/A—4,887-4,887-100%$276.0K———
Evercore Wealth Management, LLC
N/A—4,834-4,834-100%$273.0K———
Rollins Financial Advisors, LLC
N/A—4,803-4,803-100%$271.3K———
Reliant Wealth Planning
N/A—4,633-4,633-100%$261.7K———
Everstar Asset Management, LLC
N/A—4,626-4,626-100%$261.3K———
Composition Wealth, LLC
N/A—4,619-4,619-100%$260.9K———
Fisher Asset Management, LLC
N/A—4,562-4,562-100%$257.7K———
Cladis Investment Advisory, LLC
N/A—4,495-4,495-100%$253.9K———
Seascape Capital Management
N/A—4,450-4,450-100%$251.0K———
Seeds Investor LLC
N/A—4,411-4,411-100%$249.1K———
Keystone Financial Group
N/A—4,391-4,391-100%$248.0K———
Dorsey & Whitney Trust Co LLC
N/A—4,380-4,380-100%$247.4K———
Pinnacle Wealth Management, LLC
N/A—4,314-4,314-100%$243.7K———
Innovative Asset Advisors Group, LLC
N/A—4,300-4,300-100%$242.9K———
Burnham & Co LLC
N/A—4,300-4,300-100%$242.9K———
Chatterton & Associates Inc.
N/A—4,299-4,299-100%$243.5K———
Caitlin John, LLC
N/A—4,290-4,290-100%$242.3K———
WealthTrust Axiom LLC
N/A—4,194-4,194-100%$236.9K———
Mpwm Advisory Solutions, LLC
N/A—4,095-4,095-100%$231.3K———
Donaldson Capital Management, LLC
N/A—3,984-3,984-100%$225.0K———
Element Wealth, LLC
N/A—3,983-3,983-100%$224.9K———
Bridgewater Advisors Inc.
N/A—3,888-3,888-100%$223.0K———
Federation des caisses Desjardins du Quebec
N/A—3,868-3,868-100%$218.5K———
NorthCoast Asset Management LLC
N/A—3,849-3,849-100%$217.4K———
Kavar Capital Partners Group, LLC
N/A—3,793-3,793-100%$214.2K———
Aspen Wealth Strategies, LLC
N/A—3,789-3,789-100%$214.0K———
Natural Investments, LLC
N/A—3,766-3,766-100%$212.0K———
Roble, Belko & Company, Inc
N/A—3,721-3,721-100%$210.0K———
Retirement Income Solutions, Inc
N/A—3,705-3,705-100%$210.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,673-3,673-100%$207.4K———
RPS Advisory Solutions LLC
N/A—3,655-3,655-100%$206.4K———
Reyl & Cie S.A.
N/A—3,636-3,636-100%$206.6K———
Pgim Custom Harvest LLC
N/A—3,621-3,621-100%$204.5K———
Norris Financial Group, LLC
N/A—3,600-3,600-100%$203.3K———
Strive Financial Group,LLC
N/A—3,597-3,597-100%$203.1K———
Leavell Investment Management, Inc.
N/A—3,549-3,549-100%$200.4K———
Fortress Private Ledger, LLC
N/A—3,543-3,543-100%$200.1K———
Providence Capital Advisors, LLC
N/A—3,422-3,422-100%$193.3K———
Luminist Capital LLC
N/A—3,303-3,303-100%$186.5K———
Bartlett & Co. Wealth Management LLC
N/A—3,000-3,000-100%$169.4K———
Smithfield Trust Co
N/A—2,822-2,822-100%$159.0K———
Capital Advisor Network LLC
N/A—2,786-2,786-100%$157.4K———
SSA Swiss Advisors AG
N/A—2,659-2,659-100%$150.2K———
Beaird Harris Wealth Management, LLC
N/A—2,594-2,594-100%$146.5K———
Corsicana & Co.
N/A—2,470-2,470-100%$139.5K———
Founders Financial Alliance, LLC
N/A—2,313-2,313-100%$130.7K———
Tradewinds, Llc.
N/A—2,191-2,191-100%$1.6M———
Hollencrest Capital Management
N/A—2,060-2,060-100%$116.3K———
Wellington Grp LLC
N/A—1,980-1,980-100%$112.2K———
Colonial Trust Advisors
N/A—1,618-1,618-100%$91.4K———
Dunhill Financial, LLC
N/A—1,274-1,274-100%$72.0K———
Westfuller Advisors, LLC
N/A—1,176-1,176-100%$66.4K———
Godfrey Financial Associates, Inc.
N/A—1,120-1,120-100%$63.3K———
Rialto Wealth Management, LLC
N/A—1,082-1,082-100%$61.1K———
Hantz Financial Services, Inc.
N/A—1,069-1,069-100%$60.0K———
VSM Wealth Advisory, LLC
N/A—1,035-1,035-100%$58.5K———
Cetera Trust Company, N.a
N/A—1,000-1,000-100%$56.5K———
Truvestments Capital LLC
N/A—996-996-100%$56.3K———
Caldwell Sutter Capital, Inc.
N/A—943-943-100%$53.3K———
HHM Wealth Advisors, LLC
N/A—877-877-100%$49.5K———
Millstone Evans Group, LLC
N/A—841-841-100%$47.5K———
Glassman Wealth Services
N/A—650-650-100%$36.7K———
Front Row Advisors LLC
N/A—555-555-100%$32.1K———
Raffa Wealth Management, LLC
N/A—538-538-100%$30.4K———
EFG International AG
N/A—500-500-100%$28.2K———
Russell Investments Group, Ltd.
N/A—481-481-100%$27.2K———
Game Plan Financial Advisors, LLC
N/A—450-450-100%$25.4K———
O'shaughnessy Asset Management, LLC
N/A—439-439-100%$24.8K———
Investors Portfolio Services LLC
N/A—438-438-100%$24.8K———
Johnson Financial Group, Inc.
N/A—415-415-100%$23.4K———
Cornerstone Financial Management LLC
N/A—400-400-100%$22.6K———
MidFirst Bank
N/A—400-400-100%$22.6K———
Highland Investment Advisors LLC
N/A—340-340-100%$19.2K———
Dogwood Wealth Management LLC
N/A—338-338-100%$19.1K———
Whittier Trust Co
N/A—326-326-100%$18.5K———
Synergy Investment Management, LLC
N/A—279-279-100%$15.7K———
Crews Bank & Trust
N/A—248-248-100%$14.0K———
Napier Financial, LLC
N/A—228-228-100%$12.9K———
Chesapeake Asset Management LLC
N/A—205-205-100%$11.6K———
Bessemer Group Inc
N/A—200-200-100%$11———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$11.3K———
Rice Partnership, LLC
N/A—200-200-100%$11.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—196-196-100%$11.1K———
Investment Counsel Co of Nevada
N/A—172-172-100%$9.7K———
Chelsea Counsel Co
N/A—151-151-100%$8.5K———
Imprint Wealth LLC
N/A—139-139-100%$7.9K———
Horizon Investments, LLC
N/A—114-114-100%$6.4K———
Coston, McIsaac & Partners
N/A—101-101-100%$5———
Virtus Advisers, LLC
N/A—92-92-100%$5.2K———
Anchor Bay Capital, Inc.
N/A—80-80-100%$4.6K———
Strategic Investment Solutions, Inc.
N/A—73-73-100%$5.3K———
Mcguire Capital Advisors Inc
N/A—69-69-100%$3.9K———
Morgan Dempsey Capital Management LLC
N/A—59-59-100%$3.3K———
Tower Research Capital LLC (TRC)
N/A—46-46-100%$2.6K———
IAG Wealth Partners, LLC
N/A—32-32-100%$1.8K———
Cypress Capital Management LLC (WY)
N/A—25-25-100%$1.4K———
Frazier Financial Advisors, LLC
N/A—17-17-100%$961———
Medallion Wealth Advisors, LLC
N/A—14-14-100%$791———
Park Square Financial Group, LLC
N/A—11-11-100%$621———
GW&K Investment Management, LLC
N/A—3-3-100%$0———
Measured Wealth Private Client Group, LLC
N/A—1-1-100%$30———
Showing 1491 of 1491 institutions