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JPMorgan Ultra-Short Income (JPST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
INCREASED
Shares10,307,462 from 10,065,428
Change+242,034 (+2%)
Value$516.7M (+$10.2M)
Filed 2026-10-23
Temasek Holdings (Private) Ltd
UNCHANGED
Shares5,919,494 from 5,919,494
Change0 (0%)
Value$298.2M (-$1.2M)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares4,767,813 from 4,831,585
Change-63,772 (-1%)
Value$240.2M (-$4.2M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,751,722 from 3,883,899
Change-132,177 (-3%)
Value$188.6M (-$7.1M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares3,210,509 from 1,778,961
Change+1,431,548 (+80%)
Value$161.7M (+$71.8M)
Filed 2026-10-21
Adventist Health System Sunbelt Healthcare Corp
UNCHANGED
Shares2,455,093 from 2,455,093
Change0 (0%)
Value$123.7M (-$491.0K)
Filed 2026-11-02
Cornerstone Management, Inc.
INCREASED
Shares2,386,654 from 2,248,144
Change+138,510 (+6%)
Value$120.2M (+$6.5M)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares2,231,577 from 2,170,646
Change+60,931 (+3%)
Value$112.4M (+$2.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,140,201 from 2,005,435
Change+134,766 (+7%)
Value$107.8K (-$101.3M)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares2,123,117 from 1,973,968
Change+149,149 (+8%)
Value$106.8M (+$7.0M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares2,056,035 from 2,080,200
Change-24,165 (-1%)
Value$103.6M (-$1.6M)
Filed 2026-11-02
Greenwood Gearhart LLC
INCREASED
Shares1,890,599 from 1,827,293
Change+63,306 (+3%)
Value$95.2M (+$2.8M)
Filed 2026-11-02
Phoenix Wealth Advisors
INCREASED
Shares1,550,530 from 994,969
Change+555,561 (+56%)
Value$78.1M (+$27.8M)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares1,424,931 from 1,185,486
Change+239,445 (+20%)
Value$71.8M (+$11.8M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares1,415,004 from 1,375,821
Change+39,183 (+3%)
Value$71.2M (+$1.6M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares1,380,492 from 1,294,929
Change+85,563 (+7%)
Value$69.5M (+$4.1M)
Filed 2026-10-23
Crane Advisory, LLC
INCREASED
Shares1,262,339 from 1,198,932
Change+63,407 (+5%)
Value$63.4M (+$2.9M)
Filed 2026-10-13
Fluent Financial, LLC
INCREASED
Shares1,217,803 from 219,706
Change+998,097 (+454%)
Value$61.3M (+$50.2M)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares968,845 from 821,078
Change+147,767 (+18%)
Value$48.7M (+$7.2M)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares910,316 from 846,270
Change+64,046 (+8%)
Value$45.9M (+$3.1M)
Filed 2026-10-26
Members Capital Advisors Inc
DECREASED
Shares880,000 from 900,000
Change-20,000 (-2%)
Value$44.3M (-$1.2M)
Filed 2026-10-26
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares879,803 from 670,922
Change+208,881 (+31%)
Value$44.3M (+$10.4M)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares844,637 from 885,033
Change-40,396 (-5%)
Value$42.5M (-$2.2M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares844,487 from 685,795
Change+158,692 (+23%)
Value$42.5M (+$7.9M)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares844,028 from 838,201
Change+5,827 (+1%)
Value$42.5M (+$125.9K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares816,195 from 619,993
Change+196,202 (+32%)
Value$41.1M (+$9.8M)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
INCREASED
Shares806,317 from 797,365
Change+8,952 (+1%)
Value$40.6M (+$291.5K)
Filed 2026-10-23
Great Point Wealth Advisors, LLC
INCREASED
Shares782,276 from 744,455
Change+37,821 (+5%)
Value$39.4M (+$1.8M)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares761,636 from 678,604
Change+83,032 (+12%)
Value$38.4M (+$4.0M)
Filed 2026-11-02
Cobblestone Asset Management LLC
INCREASED
Shares752,655 from 716,865
Change+35,790 (+5%)
Value$37.9M (+$1.7M)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares742,812 from 643,064
Change+99,748 (+16%)
Value$37.4M (+$4.9M)
Filed 2026-10-29
Rosenberg Matthew Hamilton
INCREASED
Shares723,286 from 681,739
Change+41,547 (+6%)
Value$36.4M (+$2.0M)
Filed 2026-10-05
Nova Financial LLC
NEW
Shares688,143
Change+688,143
Value$34.7M
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares686,831 from 654,851
Change+31,980 (+5%)
Value$34.6M (+$1.5M)
Filed 2026-10-13
Family Investment Center, Inc.
INCREASED
Shares667,017 from 439,827
Change+227,190 (+52%)
Value$33.6M (+$11.4M)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
INCREASED
Shares665,977 from 658,706
Change+7,271 (+1%)
Value$33.5M (+$234.5K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
INCREASED
Shares658,281 from 640,700
Change+17,581 (+3%)
Value$33.2M (+$757.4K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares655,672 from 618,387
Change+37,285 (+6%)
Value$33.0M (+$1.8M)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED
Shares641,491 from 427,771
Change+213,720 (+50%)
Value$32.3M (+$10.7M)
Filed 2026-10-09
Montag A & Associates Inc
INCREASED
Shares631,969 from 610,033
Change+21,936 (+4%)
Value$31.8M (+$982.9K)
Filed 2026-10-29
Legacy CG, LLC
INCREASED
Shares611,325 from 354,161
Change+257,164 (+73%)
Value$30.8M (+$12.9M)
Filed 2026-10-30
MBM Wealth Consultants, LLC
INCREASED
Shares604,634 from 560,962
Change+43,672 (+8%)
Value$30.5M (+$2.1M)
Filed 2026-10-20
San Luis Wealth Advisors LLC
INCREASED
Shares592,482 from 490,768
Change+101,714 (+21%)
Value$29.8M (+$5.0M)
Filed 2026-10-27
Ridgepath Capital Management LLC
INCREASED
Shares586,735 from 367,780
Change+218,955 (+60%)
Value$29.6M (+$11.0M)
Filed 2026-10-29
Penney Financial, LLC
INCREASED
Shares582,975 from 84,243
Change+498,732 (+592%)
Value$29.4M (+$25.1M)
Filed 2026-10-20
SkyOak Wealth, LLC
DECREASED
Shares576,052 from 581,430
Change-5,378 (-1%)
Value$29.0M (-$387.2K)
Filed 2026-10-28
IMZ Advisory Inc
INCREASED
Shares575,722 from 571,842
Change+3,880 (+1%)
Value$29.0M (+$81.1K)
Filed 2026-11-03
Weatherly Asset Management L. P.
INCREASED
Shares563,862 from 543,560
Change+20,302 (+4%)
Value$28.4M (+$913.9K)
Filed 2026-10-20
Evensky & Katz LLC
INCREASED
Shares553,742 from 547,556
Change+6,186 (+1%)
Value$27.9K (-$27.7M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares544,085 from 298,476
Change+245,609 (+82%)
Value$27.4M (+$12.3M)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
INCREASED
Shares542,565 from 304,972
Change+237,593 (+78%)
Value$27.3M (+$11.9M)
Filed 2026-10-28
Lpwm LLC
DECREASED
Shares542,498 from 546,360
Change-3,862 (-1%)
Value$27.3M (-$303.8K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares531,436 from 551,569
Change-20,133 (-4%)
Value$26.8M (-$1.1M)
Filed 2026-10-28
Leverty Financial Group, LLC
INCREASED
Shares508,568 from 504,422
Change+4,146 (+1%)
Value$25.6M (+$108.0K)
Filed 2026-10-08
ACT Advisors, Llc.
INCREASED
Shares503,937 from 500,113
Change+3,824 (+1%)
Value$25.4M (+$92.6K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
INCREASED
Shares497,729 from 446,878
Change+50,851 (+11%)
Value$25.1M (+$2.5M)
Filed 2026-10-26
Ironwood Wealth Management, Inc.
INCREASED
Shares493,206 from 492,953
Change+253 (+0%)
Value$24.8M (-$76.0K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
INCREASED
Shares490,285 from 471,203
Change+19,082 (+4%)
Value$24.7M (+$866.9K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
DECREASED
Shares483,372 from 537,730
Change-54,358 (-10%)
Value$24.3M (-$2.8M)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares480,475 from 412,854
Change+67,621 (+16%)
Value$24.2M (+$3.3M)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares479,311 from 475,806
Change+3,505 (+1%)
Value$24.1M (+$81.4K)
Filed 2026-11-04
Verdence Capital Advisors LLC
NEW
Shares476,535
Change+476,535
Value$24.0M
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares467,154 from 228,437
Change+238,717 (+105%)
Value$23.5M (+$12.0M)
Filed 2026-10-15
Jacobi Capital Management LLC
DECREASED
Shares465,633 from 476,780
Change-11,147 (-2%)
Value$23.5M (-$656.8K)
Filed 2026-11-05
Souders Financial Advisors
INCREASED
Shares460,740 from 456,124
Change+4,616 (+1%)
Value$23.2M (+$141.3K)
Filed 2026-11-03
Morton Capital Management LLC
DECREASED
Shares451,584 from 573,696
Change-122,112 (-21%)
Value$22.7M (-$6.3M)
Filed 2026-10-23
Highline Wealth Partners LLC
DECREASED
Shares434,801 from 651,468
Change-216,667 (-33%)
Value$21.9M (-$11.0M)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares433,080 from 482,831
Change-49,751 (-10%)
Value$21.8M (-$2.6M)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares429,109 from 449,897
Change-20,788 (-5%)
Value$21.6K (-$22.7M)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares422,584 from 414,063
Change+8,521 (+2%)
Value$21.3M (+$345.6K)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares421,870 from 356,830
Change+65,040 (+18%)
Value$21.2M (+$3.2M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares420,309 from 394,888
Change+25,421 (+6%)
Value$21.2M (+$1.2M)
Filed 2026-10-08
WJ Wealth Management, LLC
INCREASED
Shares420,142 from 394,346
Change+25,796 (+7%)
Value$21.2M (+$1.2M)
Filed 2026-11-03
Three Seasons Wealth, LLC
INCREASED
Shares419,553 from 143,497
Change+276,056 (+192%)
Value$21.1M (+$13.9M)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares406,296 from 396,714
Change+9,582 (+2%)
Value$20.5M (+$403.3K)
Filed 2026-10-23
Ridgeline Wealth Planning, LLC
INCREASED
Shares406,039 from 395,728
Change+10,311 (+3%)
Value$20.5M (+$440.2K)
Filed 2026-10-29
First Business Financial Services, Inc.
INCREASED
Shares398,326 from 363,803
Change+34,523 (+9%)
Value$20.1M (+$1.7M)
Filed 2026-10-29
YHB Investment Advisors, Inc.
DECREASED
Shares397,889 from 411,749
Change-13,860 (-3%)
Value$20.0M (-$780.5K)
Filed 2026-10-08
Financial Management Professionals, Inc.
INCREASED
Shares389,046 from 383,190
Change+5,856 (+2%)
Value$19.6M (+$218.3K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares383,848 from 337,387
Change+46,461 (+14%)
Value$19.3M (+$2.3M)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares378,711 from 380,948
Change-2,237 (-1%)
Value$19.1M (-$188.9K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares378,322 from 374,519
Change+3,803 (+1%)
Value$19.1M (+$116.7K)
Filed 2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares376,694 from 330,396
Change+46,298 (+14%)
Value$19.0M (+$2.3M)
Filed 2026-10-09
Clarus Group, Inc.
DECREASED
Shares368,166 from 440,964
Change-72,798 (-17%)
Value$18.5M (-$3.8M)
Filed 2026-10-21
Kwmg, LLC
INCREASED
Shares360,964 from 332,252
Change+28,712 (+9%)
Value$18.2M (+$1.4M)
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares349,144 from 371,068
Change-21,924 (-6%)
Value$17.6M (-$1.2M)
Filed 2026-10-15
Noesis Capital Mangement Corp
DECREASED
Shares349,045 from 380,490
Change-31,445 (-8%)
Value$17.6M (-$1.7M)
Filed 2026-10-26
Diversify Wealth Management, LLC
DECREASED
Shares348,405 from 394,799
Change-46,394 (-12%)
Value$17.5M (-$2.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares348,405 from 394,799
Change-46,394 (-12%)
Value$17.5M (-$2.4M)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares348,056 from 312,840
Change+35,216 (+11%)
Value$17.5M (+$1.7M)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares345,990 from 264,477
Change+81,513 (+31%)
Value$17.4M (+$4.0M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares344,761 from 315,057
Change+29,704 (+9%)
Value$17.4M (+$1.4M)
Filed 2026-10-23
Selby Wealth Management, LLC
DECREASED
Shares343,414 from 345,746
Change-2,332 (-1%)
Value$17.3M (-$186.6K)
Filed 2026-10-16
Cooper Financial Group
DECREASED
Shares339,962 from 355,291
Change-15,329 (-4%)
Value$17.1M (-$843.2K)
Filed 2026-10-07
Elevatus Welath Management
INCREASED
Shares336,736 from 259,004
Change+77,732 (+30%)
Value$17.0M (+$3.9M)
Filed 2026-10-19
Mainstream Capital Management LLC
DECREASED
Shares336,297 from 402,230
Change-65,933 (-16%)
Value$16.9M (-$3.4M)
Filed 2026-10-23
IronBridge Private Wealth, LLC
DECREASED
Shares329,974 from 332,184
Change-2,210 (-1%)
Value$16.6M (-$177.8K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares325,987 from 346,668
Change-20,681 (-6%)
Value$16.4M (-$1.1M)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
DECREASED
Shares323,733 from 369,961
Change-46,228 (-12%)
Value$16.3M (-$2.4M)
Filed 2026-10-14
Massachusetts Wealth Management
INCREASED
Shares321,015 from 277,545
Change+43,470 (+16%)
Value$16.2M (+$2.1M)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares318,215 from 342,342
Change-24,127 (-7%)
Value$16.0M (-$1.3M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares316,361 from 170,594
Change+145,767 (+85%)
Value$15.9M (+$7.3M)
Filed 2026-10-16
Kendall Capital Management
INCREASED
Shares315,170 from 278,967
Change+36,203 (+13%)
Value$15.9M (+$1.8M)
Filed 2026-10-23
Rahlfs Capital, LLC
INCREASED
Shares312,750 from 201,780
Change+110,970 (+55%)
Value$15.8M (+$5.5M)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
INCREASED
Shares307,786 from 194,430
Change+113,356 (+58%)
Value$15.5M (+$5.7M)
Filed 2026-10-14
Guardian Wealth Advisors, LLC
INCREASED
Shares307,666 from 230,696
Change+76,970 (+33%)
Value$15.5M (+$3.8M)
Filed 2026-10-30
Retirement Guys Formula LLC
DECREASED
Shares301,606 from 306,792
Change-5,186 (-2%)
Value$15.2M (-$322.6K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares300,334 from 1,922,804
Change-1,622,470 (-84%)
Value$15.1M (-$82.1M)
Filed 2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED
Shares296,788 from 342,661
Change-45,873 (-13%)
Value$14.9M (-$2.4M)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares286,687 from 210,052
Change+76,635 (+36%)
Value$14.4M (+$3.8M)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares283,554 from 267,213
Change+16,341 (+6%)
Value$14.3M (+$769.7K)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares281,556 from 262,094
Change+19,462 (+7%)
Value$14.2M (+$927.9K)
Filed 2026-10-14
Lane Brothers & Co Inc
DECREASED
Shares274,315 from 341,660
Change-67,345 (-20%)
Value$13.8M (-$3.5M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares273,270 from 273,155
Change+115 (+0%)
Value$13.8M (-$48.8K)
Filed 2026-10-15
Nfsg Corp
INCREASED
Shares272,370 from 184,879
Change+87,491 (+47%)
Value$13.7M (+$4.4M)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares267,523 from 263,773
Change+3,750 (+1%)
Value$13.5M (+$136.2K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
DECREASED
Shares261,144 from 283,265
Change-22,121 (-8%)
Value$13.2M (-$1.2M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares259,917 from 248,788
Change+11,129 (+4%)
Value$13.1M (+$510.8K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares253,099 from 167,663
Change+85,436 (+51%)
Value$12.7M (+$4.3M)
Filed 2026-10-08
Taylor Securities Services, Inc.
INCREASED
Shares246,021 from 238,932
Change+7,089 (+3%)
Value$12.4M (+$309.3K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares245,888 from 256,007
Change-10,119 (-4%)
Value$12.4M (-$560.9K)
Filed 2026-10-30
Rockingstone Advisors LLC
INCREASED
Shares242,162 from 224,847
Change+17,315 (+8%)
Value$12.2M (+$827.2K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares240,441 from 120,290
Change+120,151 (+100%)
Value$12.1M (+$6.0M)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares238,570 from 197,378
Change+41,192 (+21%)
Value$12.0M (+$2.0M)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares237,910 from 171,522
Change+66,388 (+39%)
Value$12.0M (+$3.3M)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares237,172 from 245,334
Change-8,162 (-3%)
Value$11.9M (-$460.2K)
Filed 2026-10-16
Syverson Strege & Co
INCREASED
Shares236,897 from 212,175
Change+24,722 (+12%)
Value$11.9M (+$1.2M)
Filed 2026-11-02
Independent Wealth Network Inc.
DECREASED
Shares236,829 from 242,635
Change-5,806 (-2%)
Value$11.9M (-$341.0K)
Filed 2026-10-19
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares236,452 from 388,992
Change-152,540 (-39%)
Value$11.9M (-$7.8M)
Filed 2026-10-22
Financial Enhancement Group LLC
INCREASED
Shares231,856 from 198,946
Change+32,910 (+17%)
Value$11.7M (+$1.6M)
Filed 2026-10-08
Redw Wealth LLC
DECREASED
Shares231,026 from 242,930
Change-11,904 (-5%)
Value$11.6M (-$648.2K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares229,764 from 195,123
Change+34,641 (+18%)
Value$11.6M (+$1.7M)
Filed 2026-10-22
5th Street Advisors, LLC
INCREASED
Shares228,305 from 222,536
Change+5,769 (+3%)
Value$11.5M (+$246.0K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares227,309 from 202,837
Change+24,472 (+12%)
Value$11.4M (+$1.2M)
Filed 2026-10-29
Perennial Advisors, LLC
INCREASED
Shares223,683 from 214,996
Change+8,687 (+4%)
Value$11.3M (+$394.6K)
Filed 2026-10-13
Insight Wealth Partners, LLC
DECREASED
Shares220,989 from 240,079
Change-19,090 (-8%)
Value$11.1M (-$1.0M)
Filed 2026-10-26
Legacy Private Trust Co.
INCREASED
Shares220,894 from 80,436
Change+140,458 (+175%)
Value$11.1M (+$7.1M)
Filed 2026-10-06
NavPoint Financial, Inc.
DECREASED
Shares220,349 from 250,122
Change-29,773 (-12%)
Value$11.1M (-$1.5M)
Filed 2026-10-21
Ceera Investments, LLC
DECREASED
Shares219,834 from 266,246
Change-46,412 (-17%)
Value$11.1M (-$2.4M)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
DECREASED
Shares218,513 from 228,267
Change-9,754 (-4%)
Value$11.0M (-$537.0K)
Filed 2026-10-14
Flavin Financial Services, Inc.
INCREASED
Shares216,508 from 184,873
Change+31,635 (+17%)
Value$10.9M (+$1.6M)
Filed 2026-10-21
Donoghue Forlines LLC
NEW
Shares216,262
Change+216,262
Value$10.9M
Filed 2026-11-02
FSM Wealth Advisors, LLC
INCREASED
Shares215,693 from 206,622
Change+9,071 (+4%)
Value$10.8M (+$400.5K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
DECREASED
Shares213,796 from 214,738
Change-942 (0%)
Value$10.8M (-$88.8K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares212,477 from 353,105
Change-140,628 (-40%)
Value$10.7M (-$7.2M)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares211,186 from 226,942
Change-15,756 (-7%)
Value$10.6M (-$839.0K)
Filed 2026-10-15
J2 Capital Management Inc
NEW
Shares210,114
Change+210,114
Value$10.6M
Filed 2026-10-19
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares207,396 from 244,963
Change-37,567 (-15%)
Value$10.4M (-$1.9M)
Filed 2026-10-16
Meridian Financial Advisors, LLC
INCREASED
Shares207,218 from 195,332
Change+11,886 (+6%)
Value$10.4M (+$559.6K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares204,885
Change+204,885
Value$10.3M
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares204,305 from 198,439
Change+5,866 (+3%)
Value$10.3M (+$255.8K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares201,778 from 168,730
Change+33,048 (+20%)
Value$10.2M (+$1.6M)
Filed 2026-10-16
Security National Bank
INCREASED
Shares201,479 from 134,419
Change+67,060 (+50%)
Value$10.1M (+$3.4M)
Filed 2026-10-26
GFS Advisors, LLC
NEW
Shares197,700
Change+197,700
Value$10.0M
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares196,999 from 214,270
Change-17,271 (-8%)
Value$9.9M (-$912.8K)
Filed 2026-10-20
Enclave Advisors LLC
INCREASED
Shares192,699 from 176,500
Change+16,199 (+9%)
Value$9.7M (+$780.7K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
INCREASED
Shares191,659 from 161,509
Change+30,150 (+19%)
Value$9.7M (+$1.5M)
Filed 2026-10-20
Prosperitas Financial LLC
DECREASED
Shares191,364 from 194,337
Change-2,973 (-2%)
Value$9.6M (-$188.6K)
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares190,627 from 208,104
Change-17,477 (-8%)
Value$9.6M (-$921.9K)
Filed 2026-11-03
Firestone Capital Management
INCREASED
Shares188,976 from 182,866
Change+6,110 (+3%)
Value$9.5M (+$271.2K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares188,502 from 185,104
Change+3,398 (+2%)
Value$9.5M (+$134.1K)
Filed 2026-10-28
Scott Capital Advisors, LLC
INCREASED
Shares187,699 from 184,730
Change+2,969 (+2%)
Value$9.4M (+$93.8K)
Filed 2026-10-13
Worth Asset Management, LLC
INCREASED
Shares187,616 from 103,523
Change+84,093 (+81%)
Value$9.5M (+$4.2M)
Filed 2026-10-07
Daymark Wealth Partners, LLC
DECREASED
Shares185,174 from 194,329
Change-9,155 (-5%)
Value$9.3M (-$500.0K)
Filed 2026-11-04
Cardinal Strategic Wealth Guidance
INCREASED
Shares177,434 from 151,018
Change+26,416 (+17%)
Value$8.9M (+$1.3M)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
INCREASED
Shares175,534 from 164,140
Change+11,394 (+7%)
Value$8.8M (+$541.1K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares172,631 from 124,833
Change+47,798 (+38%)
Value$8.7M (+$2.4M)
Filed 2026-10-15
Cottage Street Advisors LLC
DECREASED
Shares172,477 from 179,231
Change-6,754 (-4%)
Value$8.7M (-$376.1K)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares171,549 from 160,504
Change+11,045 (+7%)
Value$8.6M (+$524.2K)
Filed 2026-10-16
Helium Advisors LLC
INCREASED
Shares171,128 from 170,861
Change+267 (+0%)
Value$8.6M (-$20.7K)
Filed 2026-10-23
Silverlake Wealth Management LLC
INCREASED
Shares169,859 from 157,208
Change+12,651 (+8%)
Value$8.6M (+$605.8K)
Filed 2026-10-21
Interchange Capital Partners, LLC
DECREASED
Shares164,213 from 195,303
Change-31,090 (-16%)
Value$8.3M (-$1.6M)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares162,894 from 181,816
Change-18,922 (-10%)
Value$8.2M (-$980.3K)
Filed 2026-10-08
Sherman Wealth Management LLC
INCREASED
Shares162,809 from 124,725
Change+38,084 (+31%)
Value$8.2M (+$1.9M)
Filed 2026-10-16
Strategent Financial, LLC
INCREASED
Shares161,678 from 50,348
Change+111,330 (+221%)
Value$8.1M (+$5.6M)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares160,519 from 154,344
Change+6,175 (+4%)
Value$8.1M (+$280.1K)
Filed 2026-10-19
Oarsman Capital, Inc.
INCREASED
Shares159,399 from 145,712
Change+13,687 (+9%)
Value$8.0M (+$660.2K)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares158,029 from 121,290
Change+36,739 (+30%)
Value$8.0M (+$1.8M)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED
Shares157,524 from 16,135
Change+141,389 (+876%)
Value$7.9M (+$7.1M)
Filed 2026-10-09
Chatham Capital Group, Inc.
DECREASED
Shares156,069 from 156,369
Change-300 (0%)
Value$7.9M (-$46.4K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares155,340 from 217,686
Change-62,346 (-29%)
Value$7.8M (-$3.2M)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares154,615 from 167,347
Change-12,732 (-8%)
Value$7.8M (-$674.8K)
Filed 2026-10-14
Tradewinds Capital Management, LLC
DECREASED
Shares153,216 from 165,664
Change-12,448 (-8%)
Value$7.7M (-$660.2K)
Filed 2026-10-23
Stone Wealth Partners
INCREASED
Shares152,395 from 7,470
Change+144,925 (+1940%)
Value$7.7M (+$7.3M)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares150,897 from 142,701
Change+8,196 (+6%)
Value$7.6M (+$384.3K)
Filed 2026-10-14
Howard Financial Services, Ltd.
DECREASED
Shares148,088 from 148,900
Change-812 (-1%)
Value$7.5M (-$70.7K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares146,450 from 1,335,879
Change-1,189,429 (-89%)
Value$7.4M (-$60.2M)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares146,443 from 133,147
Change+13,296 (+10%)
Value$7.4M (+$643.1K)
Filed 2026-11-03
Woodside Wealth Management LLC
INCREASED
Shares145,583 from 138,685
Change+6,898 (+5%)
Value$7.3M (+$319.7K)
Filed 2026-10-16
Parkside Investments, LLC
INCREASED
Shares145,534 from 105,584
Change+39,950 (+38%)
Value$7.3M (+$2.0M)
Filed 2026-10-20
BayBridge Capital Group, LLC
INCREASED
Shares143,441 from 119,796
Change+23,645 (+20%)
Value$7.2M (+$1.2M)
Filed 2026-10-13
Sharper & Granite LLC
DECREASED
Shares141,264 from 209,969
Change-68,705 (-33%)
Value$7.1M (-$3.5M)
Filed 2026-11-02
West Paces Advisors Inc.
DECREASED
Shares140,975 from 169,640
Change-28,665 (-17%)
Value$7.1M (-$1.5M)
Filed 2026-10-13
First Citizens Financial Corp
INCREASED
Shares139,734 from 106,011
Change+33,723 (+32%)
Value$7.0M (+$1.7M)
Filed 2026-10-02
Cathy Pareto & Associates, Inc
INCREASED
Shares138,811 from 138,326
Change+485 (+0%)
Value$7.0M (-$3.3K)
Filed 2026-10-15
Avestar Capital, LLC
DECREASED
Shares137,752 from 166,243
Change-28,491 (-17%)
Value$6.9M (-$1.5M)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares135,870 from 151,112
Change-15,242 (-10%)
Value$6.8M (-$797.9K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares135,285 from 124,068
Change+11,217 (+9%)
Value$6.8M (+$540.2K)
Filed 2026-10-14
Hartford Financial Management Inc.
INCREASED
Shares134,583 from 109,486
Change+25,097 (+23%)
Value$6.8M (+$1.2M)
Filed 2026-10-21
Sovran Advisors, LLC
DECREASED
Shares134,092 from 158,442
Change-24,350 (-15%)
Value$6.8M (-$1.2M)
Filed 2026-11-02
O'Connor Financial Group LLC
DECREASED
Shares133,964 from 161,674
Change-27,710 (-17%)
Value$6.7M (-$1.4M)
Filed 2026-10-26
Pennsylvania Capital Management Inc
INCREASED
Shares133,486 from 99,482
Change+34,004 (+34%)
Value$6.7M (+$1.7M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares133,483 from 108,659
Change+24,824 (+23%)
Value$6.7M (+$1.2M)
Filed 2026-10-27
Intrua Financial, LLC
INCREASED
Shares131,536 from 118,323
Change+13,213 (+11%)
Value$6.6M (+$641.9K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares131,305 from 128,773
Change+2,532 (+2%)
Value$6.6M (+$101.8K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares130,017 from 221,477
Change-91,460 (-41%)
Value$6.5M (-$4.7M)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares124,320 from 108,241
Change+16,079 (+15%)
Value$6.3M (+$788.2K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares123,740 from 8,922
Change+114,818 (+1287%)
Value$6.2M (+$5.8M)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares123,498 from 112,722
Change+10,776 (+10%)
Value$6.2M (+$520.3K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares121,159 from 99,921
Change+21,238 (+21%)
Value$6.1M (+$1.0M)
Filed 2026-10-20
Autumn Glory Partners, LLC
INCREASED
Shares120,026 from 83,182
Change+36,844 (+44%)
Value$6.0M (+$1.8M)
Filed 2026-10-26
Integral Investment Advisors, Inc.
INCREASED
Shares116,236 from 111,127
Change+5,109 (+5%)
Value$5.9M (+$235.1K)
Filed 2026-11-03
Blue Water Asset Management
INCREASED
Shares115,883 from 111,837
Change+4,046 (+4%)
Value$5.8M (+$181.4K)
Filed 2026-11-04
Obsidian CIO, LLC
INCREASED
Shares113,694 from 68,307
Change+45,387 (+66%)
Value$5.7M (+$2.3M)
Filed 2026-11-05
BOS Asset Management, LLC
DECREASED
Shares113,044 from 114,628
Change-1,584 (-1%)
Value$5.7M (-$102.7K)
Filed 2026-10-09
Greenbush Financial Group, LLC
INCREASED
Shares112,678 from 109,423
Change+3,255 (+3%)
Value$5.7M (+$142.1K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares111,765 from 113,027
Change-1,262 (-1%)
Value$5.6M (-$86.1K)
Filed 2026-10-08
Gradient Capital Advisors, LLC
INCREASED
Shares111,130 from 108,737
Change+2,393 (+2%)
Value$5.6M (+$98.8K)
Filed 2026-10-21
Triumph Capital Management
DECREASED
Shares111,100 from 122,061
Change-10,961 (-9%)
Value$5.6M (-$576.5K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
INCREASED
Shares110,697 from 96,439
Change+14,258 (+15%)
Value$5.6M (+$698.9K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares109,987 from 119,802
Change-9,815 (-8%)
Value$5.5M (-$518.4K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares109,307 from 126,335
Change-17,028 (-13%)
Value$5.5M (-$883.0K)
Filed 2026-10-26
Forza Wealth Management, LLC
DECREASED
Shares108,493 from 125,293
Change-16,800 (-13%)
Value$5.5M (-$871.3K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares107,960 from 88,502
Change+19,458 (+22%)
Value$5.4M (+$962.4K)
Filed 2026-10-07
Cynosure Group, LLC
DECREASED
Shares107,103 from 119,235
Change-12,132 (-10%)
Value$5.4M (-$634.9K)
Filed 2026-11-03
Meridian Financial Partners LLC
DECREASED
Shares106,718 from 107,084
Change-366 (0%)
Value$5.4M (-$35.5K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares105,534 from 61,016
Change+44,518 (+73%)
Value$5.3M (+$2.2M)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares105,005 from 108,762
Change-3,757 (-3%)
Value$5.3M (-$211.0K)
Filed 2026-11-05
Clarity Asset Management, Inc.
INCREASED
Shares104,502 from 103,051
Change+1,451 (+1%)
Value$5.3M (+$52.5K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares103,982
Change+103,982
Value$5.2M
Filed 2026-10-21
Brooklyn FI, LLC
INCREASED
Shares103,763 from 87,297
Change+16,466 (+19%)
Value$5.2M (+$807.5K)
Filed 2026-11-05
Saxony Capital Management, LLC
INCREASED
Shares103,047 from 90,237
Change+12,810 (+14%)
Value$5.2M (+$627.2K)
Filed 2026-10-15
MBA Advisors LLC
INCREASED
Shares102,796 from 98,442
Change+4,354 (+4%)
Value$5.2M (+$199.6K)
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares101,647 from 107,645
Change-5,998 (-6%)
Value$5.1M (-$323.7K)
Filed 2026-11-03
Madrid Wealth Management, LLC
INCREASED
Shares101,620 from 83,666
Change+17,954 (+21%)
Value$5.1M (+$887.6K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares99,932 from 102,281
Change-2,349 (-2%)
Value$5.0M (-$136.3K)
Filed 2026-11-02
CVS Health Corp
UNCHANGED
Shares98,500 from 98,500
Change0 (0%)
Value$5.0M (-$19.7K)
Filed 2026-11-05
Promethium Advisors,llc
INCREASED
Shares98,249 from 92,409
Change+5,840 (+6%)
Value$4.9M (+$275.7K)
Filed 2026-10-19
Windsor Capital Management, LLC
DECREASED
Shares97,050 from 98,179
Change-1,129 (-1%)
Value$4.9M (-$76.5K)
Filed 2026-10-13
Capital Management Corp
DECREASED
Shares96,636 from 99,980
Change-3,344 (-3%)
Value$4.9M (-$188.5K)
Filed 2026-10-29
Chesley Taft & Associates LLC
INCREASED
Shares96,025 from 92,750
Change+3,275 (+4%)
Value$4.8M (+$146.4K)
Filed 2026-10-13
Smithbridge Asset Management Inc
INCREASED
Shares94,280 from 87,983
Change+6,297 (+7%)
Value$4.7M (+$299.6K)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
INCREASED
Shares93,694 from 59,533
Change+34,161 (+57%)
Value$4.7M (+$1.7M)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares91,905 from 89,179
Change+2,726 (+3%)
Value$4.6M (+$119.5K)
Filed 2026-11-05
North Forty Two & Co.
DECREASED
Shares90,681 from 91,881
Change-1,200 (-1%)
Value$4.6M (-$78.8K)
Filed 2026-10-19
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares89,495 from 83,719
Change+5,776 (+7%)
Value$4.5M (+$274.2K)
Filed 2026-10-15
WT Wealth Management
DECREASED
Shares88,880 from 126,541
Change-37,661 (-30%)
Value$4.5M (-$1.9M)
Filed 2026-10-13
Paragon Advisors, LLC
INCREASED
Shares88,486 from 68,778
Change+19,708 (+29%)
Value$4.5M (+$978.9K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares86,766 from 26,812
Change+59,954 (+224%)
Value$4.4K (-$1.4M)
Filed 2026-10-26
MCF Advisors LLC
DECREASED
Shares86,151 from 101,248
Change-15,097 (-15%)
Value$4.3M (-$780.7K)
Filed 2026-10-28
Stewardship Advisors, LLC
INCREASED
Shares85,603 from 84,278
Change+1,325 (+2%)
Value$4.3M (+$49.9K)
Filed 2026-10-20
Cambridge Advisors Inc.
INCREASED
Shares85,545 from 66,423
Change+19,122 (+29%)
Value$4.3M (+$949.9K)
Filed 2026-10-19
Directional Asset Management
DECREASED
Shares84,703 from 85,394
Change-691 (-1%)
Value$4.3M (-$51.9K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares82,988 from 83,639
Change-651 (-1%)
Value$4.2M (-$49.5K)
Filed 2026-10-28
Dean, Jacobson Financial Services, LLC
DECREASED
Shares82,974 from 88,571
Change-5,597 (-6%)
Value$4.2M (-$299.6K)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares82,615 from 82,300
Change+315 (+0%)
Value$4.2M (-$593)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares82,167 from 64,105
Change+18,062 (+28%)
Value$4.1M (+$902.7K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares81,942 from 58,569
Change+23,373 (+40%)
Value$4.1M (+$1.2M)
Filed 2026-11-02
Cravens & Co Advisors, LLC
DECREASED
Shares81,648 from 90,769
Change-9,121 (-10%)
Value$4.1M (-$477.6K)
Filed 2026-10-16
Elevation Capital Advisory, LLC
DECREASED
Shares80,697 from 95,980
Change-15,283 (-16%)
Value$4.1M (-$789.0K)
Filed 2026-10-29
Formidable Asset Management, LLC
INCREASED
Shares79,913 from 73,781
Change+6,132 (+8%)
Value$4.0M (+$307.2K)
Filed 2026-11-03
Apeiron RIA LLC
DECREASED
Shares78,754 from 80,553
Change-1,799 (-2%)
Value$4.0M (-$118.5K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares78,657 from 71,311
Change+7,346 (+10%)
Value$4.0M (+$355.7K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares77,931 from 60,430
Change+17,501 (+29%)
Value$3.9M (+$869.4K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares76,947 from 68,388
Change+8,559 (+13%)
Value$3.9M (+$417.4K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares76,538 from 58,433
Change+18,105 (+31%)
Value$3.9M (+$900.2K)
Filed 2026-10-14
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares75,948 from 70,688
Change+5,260 (+7%)
Value$3.8M (+$250.8K)
Filed 2026-10-08
McCarthy Asset Management, Inc.
DECREASED
Shares75,924 from 77,793
Change-1,869 (-2%)
Value$3.8M (-$109.7K)
Filed 2026-10-20
JGP Wealth Management, LLC
DECREASED
Shares75,822 from 76,069
Change-247 (0%)
Value$3.8M (-$27.6K)
Filed 2026-10-13
Sage Financial Group Inc
INCREASED
Shares75,368 from 61,003
Change+14,365 (+24%)
Value$3.8M (+$711.4K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares75,041 from 85,029
Change-9,988 (-12%)
Value$3.8M (-$520.1K)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
DECREASED
Shares74,895 from 75,770
Change-875 (-1%)
Value$3.8M (-$59.2K)
Filed 2026-11-02
Ballentine Capital Advisors, Inc
INCREASED
Shares74,572 from 69,366
Change+5,206 (+8%)
Value$3.8M (+$248.4K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares74,531 from 8,466
Change+66,065 (+780%)
Value$3.8M (+$3.3M)
Filed 2026-10-16
Howard Wealth Management, LLC
DECREASED
Shares73,653 from 80,736
Change-7,083 (-9%)
Value$3.7M (-$372.9K)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
INCREASED
Shares73,626 from 72,558
Change+1,068 (+1%)
Value$3.7M (+$39.4K)
Filed 2026-10-27
Peterson Wealth Advisors, LLC
DECREASED
Shares73,561 from 866,882
Change-793,321 (-92%)
Value$3.7M (-$40.1M)
Filed 2026-10-08
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares71,278 from 71,392
Change-114 (0%)
Value$3.6M (-$20.0K)
Filed 2026-10-29
Essex Bank
INCREASED
Shares70,446 from 42,211
Change+28,235 (+67%)
Value$3.5M (+$1.4M)
Filed 2026-10-16
Invariant Investment Management
DECREASED
Shares70,417 from 77,592
Change-7,175 (-9%)
Value$3.5M (-$377.5K)
Filed 2026-10-08
VVR Holdings LLC
DECREASED
Shares70,016 from 150,027
Change-80,011 (-53%)
Value$3.5M (-$4.1M)
Filed 2026-10-19
Nottingham Advisors, Inc.
DECREASED
Shares69,302 from 71,704
Change-2,402 (-3%)
Value$3.5M (-$140.0K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares69,241 from 35,633
Change+33,608 (+94%)
Value$3.5M (+$1.7M)
Filed 2026-11-04
USAdvisors Wealth Management, LLC
INCREASED
Shares69,169 from 66,925
Change+2,244 (+3%)
Value$3.5K (-$3.4M)
Filed 2026-10-21
Herold Advisors, Inc.
DECREASED
Shares67,820 from 67,880
Change-60 (0%)
Value$3.4M (-$22.9K)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares67,808 from 66,497
Change+1,311 (+2%)
Value$3.4M (+$58.7K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares67,077 from 986
Change+66,091 (+6703%)
Value$3.4M (+$3.3M)
Filed 2026-11-03
Novem Group
INCREASED
Shares66,907 from 65,016
Change+1,891 (+3%)
Value$3.4M (+$82.3K)
Filed 2026-10-19
Mullaney, Keating & Wright, Inc.
DECREASED
Shares66,632 from 66,934
Change-302 (0%)
Value$3.4M (-$28.6K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares66,187 from 65,357
Change+830 (+1%)
Value$3.3M (+$28.8K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares65,931 from 59,256
Change+6,675 (+11%)
Value$3.3M (+$325.6K)
Filed 2026-10-23
Floyd Financial Group LLC
DECREASED
Shares65,431 from 66,250
Change-819 (-1%)
Value$3.3M (-$51.8K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares64,458 from 67,675
Change-3,217 (-5%)
Value$3.2M (-$175.6K)
Filed 2026-11-02
Allegheny Financial Group
NEW
Shares63,984
Change+63,984
Value$3.2M
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares63,921 from 76,936
Change-13,015 (-17%)
Value$3.2M (-$670.9K)
Filed 2026-10-07
Ignite Planners, LLC
NEW
Shares63,725
Change+63,725
Value$3.2M
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares63,693 from 87,882
Change-24,189 (-28%)
Value$3.2M (-$1.2M)
Filed 2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED
Shares63,124 from 26,573
Change+36,551 (+138%)
Value$3.2M (+$1.8M)
Filed 2026-10-16
Fortitude Family Office, LLC
INCREASED
Shares63,092 from 44,338
Change+18,754 (+42%)
Value$3.2M (+$935.8K)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares62,906 from 63,098
Change-192 (0%)
Value$3.2M (-$22.3K)
Filed 2026-10-21
Eagle Bluffs Wealth Management LLC
INCREASED
Shares61,334 from 58,874
Change+2,460 (+4%)
Value$3.1M (+$112.1K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares61,331 from 66,338
Change-5,007 (-8%)
Value$3.1M (-$265.4K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
DECREASED
Shares61,314 from 63,274
Change-1,960 (-3%)
Value$3.1M (-$111.4K)
Filed 2026-11-05
Patten Group, Inc.
DECREASED
Shares60,552 from 62,418
Change-1,866 (-3%)
Value$3.1M (-$106.5K)
Filed 2026-10-26
Fermata Advisors, LLC
INCREASED
Shares60,042 from 58,787
Change+1,255 (+2%)
Value$3.0M (+$51.5K)
Filed 2026-10-13
Old Port Advisors
DECREASED
Shares59,989 from 61,467
Change-1,478 (-2%)
Value$3.0M (-$86.7K)
Filed 2026-10-23
Eagle Harbor Asset Management Inc
DECREASED
Shares59,699 from 60,690
Change-991 (-2%)
Value$3.0M (-$62.1K)
Filed 2026-10-21
Sheets Smith Wealth Management
INCREASED
Shares58,932 from 57,322
Change+1,610 (+3%)
Value$3.0M (+$69.7K)
Filed 2026-10-16
Sage Advisory Services, Ltd.Co.
INCREASED
Shares58,581 from 56,161
Change+2,420 (+4%)
Value$3.0M (+$111.0K)
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares58,510 from 56,096
Change+2,414 (+4%)
Value$2.9M (+$110.4K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares58,487 from 51,318
Change+7,169 (+14%)
Value$2.9M (+$350.8K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares57,301 from 49,187
Change+8,114 (+17%)
Value$2.9M (+$398.9K)
Filed 2026-10-21
Regatta Capital Group, LLC
DECREASED
Shares56,590 from 65,445
Change-8,855 (-14%)
Value$2.9M (-$459.1K)
Filed 2026-10-23
Brady Family Wealth, LLC
INCREASED
Shares56,489 from 36,335
Change+20,154 (+55%)
Value$2.8M (+$1.0M)
Filed 2026-11-02
Hixon Zuercher, LLC
DECREASED
Shares55,390 from 78,706
Change-23,316 (-30%)
Value$2.8M (-$1.2M)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares55,312 from 47,811
Change+7,501 (+16%)
Value$2.8K (-$2.4M)
Filed 2026-10-22
BancFirst Trust & Investment Management
UNCHANGED
Shares55,157 from 55,157
Change0 (0%)
Value$2.8M (-$11.0K)
Filed 2026-10-30
RVW Wealth, LLC
INCREASED
Shares54,634 from 4,908
Change+49,726 (+1013%)
Value$2.8M (+$2.5M)
Filed 2026-10-06
Bank of New Hampshire
INCREASED
Shares53,958 from 42,635
Change+11,323 (+27%)
Value$2.7M (+$561.8K)
Filed 2026-10-06
Gallacher Capital Management LLC
DECREASED
Shares53,733 from 77,303
Change-23,570 (-30%)
Value$2.7M (-$1.2M)
Filed 2026-10-30
Benchmark Financial, LLC
INCREASED
Shares50,619 from 38,724
Change+11,895 (+31%)
Value$2.5M (+$591.4K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares50,597 from 51,934
Change-1,337 (-3%)
Value$2.5M (-$77.7K)
Filed 2026-11-04
Flagship Capital Management Inc.
DECREASED
Shares50,543 from 54,302
Change-3,759 (-7%)
Value$2.5M (-$200.2K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
INCREASED
Shares50,078 from 46,743
Change+3,335 (+7%)
Value$2.5M (+$158.6K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
INCREASED
Shares49,316 from 25,794
Change+23,522 (+91%)
Value$2.5M (+$1.2M)
Filed 2026-10-23
Sunburst Financial Group, LLC
DECREASED
Shares49,225 from 49,295
Change-70 (0%)
Value$2.5M (-$13.4K)
Filed 2026-10-09
Sage Rhino Capital LLC
INCREASED
Shares49,211 from 49,203
Change+8 (+0%)
Value$2.5M (-$9.4K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
DECREASED
Shares49,062 from 51,929
Change-2,867 (-6%)
Value$2.5M (-$154.8K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
NEW
Shares48,639
Change+48,639
Value$2.4M
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares48,392 from 41,827
Change+6,565 (+16%)
Value$2.4M (+$322.3K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares48,236 from 49,543
Change-1,307 (-3%)
Value$2.4M (-$75.7K)
Filed 2026-10-23
Investment Planning Advisors, Inc.
DECREASED
Shares48,183 from 50,416
Change-2,233 (-4%)
Value$2.4M (-$122.6K)
Filed 2026-10-14
Financial Perspectives, Inc
INCREASED
Shares47,971 from 35,565
Change+12,406 (+35%)
Value$2.4M (+$617.8K)
Filed 2026-11-03
Curry Webb Wealth Management LLC
UNCHANGED
Shares47,897 from 47,897
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-22
First National Trust Co
DECREASED
Shares47,294 from 47,901
Change-607 (-1%)
Value$2.4M (-$40.2K)
Filed 2026-10-28
Transcendent Capital Group LLC
INCREASED
Shares47,104 from 45,675
Change+1,429 (+3%)
Value$2.4M (+$62.9K)
Filed 2026-10-28
SP Asset Management LLC
DECREASED
Shares46,277 from 52,038
Change-5,761 (-11%)
Value$2.3M (-$300.6K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares46,215 from 70,667
Change-24,452 (-35%)
Value$2.3M (-$1.2M)
Filed 2026-11-03
Jeter Robert S II
DECREASED
Shares45,284 from 53,264
Change-7,980 (-15%)
Value$2.3M (-$408.9K)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares44,976 from 49,001
Change-4,025 (-8%)
Value$2.3M (-$212.5K)
Filed 2026-10-26
Grey Ledge Advisors, LLC
INCREASED
Shares44,478 from 43,670
Change+808 (+2%)
Value$2.2M (+$32.0K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares44,058 from 41,809
Change+2,249 (+5%)
Value$2.2M (+$104.9K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares43,699 from 49,123
Change-5,424 (-11%)
Value$2.2M (-$283.0K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares43,473 from 11,514
Change+31,959 (+278%)
Value$2.2M (+$1.6M)
Filed 2026-10-08
Diversified Portfolios, Inc.
INCREASED
Shares43,105 from 6,105
Change+37,000 (+606%)
Value$2.2M (+$1.9M)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
DECREASED
Shares42,796 from 56,637
Change-13,841 (-24%)
Value$2.2M (-$708.5K)
Filed 2026-10-20
Clear Point Advisors Inc.
INCREASED
Shares42,727 from 29,392
Change+13,335 (+45%)
Value$2.2M (+$665.8K)
Filed 2026-10-30
Red Mountain Financial, LLC
INCREASED
Shares42,463 from 41,625
Change+838 (+2%)
Value$2.1M (+$33.9K)
Filed 2026-11-03
Ergawealth Advisors, Inc.
DECREASED
Shares41,767 from 45,408
Change-3,641 (-8%)
Value$2.1M (-$192.5K)
Filed 2026-10-21
Sterling Investment Advisors, Ltd.
INCREASED
Shares41,759 from 41,597
Change+162 (+0%)
Value$2.1M (-$182)
Filed 2026-10-27
NBT Bank, N.A.
INCREASED
Shares41,580 from 40,880
Change+700 (+2%)
Value$2.1M (+$27.1K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
DECREASED
Shares40,133 from 43,025
Change-2,892 (-7%)
Value$2.0M (-$154.3K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares39,138 from 36,192
Change+2,946 (+8%)
Value$2.0M (+$141.1K)
Filed 2026-10-08
Aries Wealth Management
DECREASED
Shares38,615 from 39,115
Change-500 (-1%)
Value$1.9M (-$33.0K)
Filed 2026-10-23
Jm2 Capital Inc.
INCREASED
Shares37,986 from 34,790
Change+3,196 (+9%)
Value$1.9M (+$154.1K)
Filed 2026-10-14
Blueprint Investment Partners LLC
INCREASED
Shares37,632 from 33,883
Change+3,749 (+11%)
Value$1.9M (+$182.0K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares37,632 from 33,883
Change+3,749 (+11%)
Value$1.9M (+$182.0K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
INCREASED
Shares37,554 from 36,811
Change+743 (+2%)
Value$1.9M (+$30.1K)
Filed 2026-10-09
Norden Group LLC
DECREASED
Shares37,544 from 92,705
Change-55,161 (-59%)
Value$1.9M (-$2.8M)
Filed 2026-10-20
Castleview Partners, LLC
DECREASED
Shares37,451 from 44,186
Change-6,735 (-15%)
Value$1.9M (-$348.1K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
DECREASED
Shares37,385 from 37,873
Change-488 (-1%)
Value$1.9M (-$32.2K)
Filed 2026-10-26
Revisor Wealth Management LLC
DECREASED
Shares37,354 from 43,722
Change-6,368 (-15%)
Value$1.9M (-$330.1K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
DECREASED
Shares36,736 from 37,298
Change-562 (-2%)
Value$1.8M (-$38.3K)
Filed 2026-10-13
Asset Allocation Strategies LLC
INCREASED
Shares36,410 from 34,517
Change+1,893 (+5%)
Value$1.8M (+$88.5K)
Filed 2026-10-20
Carter Financial Group, Inc.
DECREASED
Shares35,857 from 36,222
Change-365 (-1%)
Value$1.8M (-$25.6K)
Filed 2026-10-21
Embree Financial Group
NEW
Shares35,753
Change+35,753
Value$1.8M
Filed 2026-10-22
Legacy Wealth Management, LLC
INCREASED
Shares35,389 from 35,085
Change+304 (+1%)
Value$1.8M (+$8.3K)
Filed 2026-10-22
John W. Brooker & Co., CPAs
DECREASED
Shares35,361 from 40,320
Change-4,959 (-12%)
Value$1.8M (-$257.9K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares35,128 from 69,571
Change-34,443 (-50%)
Value$1.8M (-$1.7M)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares35,107 from 27,354
Change+7,753 (+28%)
Value$1.8M (+$385.1K)
Filed 2026-10-29
Summit Place Financial Advisors, LLC
DECREASED
Shares34,575 from 35,432
Change-857 (-2%)
Value$1.7M (-$50.3K)
Filed 2026-10-23
Asio Capital, LLC
INCREASED
Shares34,450 from 32,500
Change+1,950 (+6%)
Value$1.7M (+$91.7K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares34,065 from 10,478
Change+23,587 (+225%)
Value$1.7M (+$1.2M)
Filed 2026-11-05
Freedom Financial Partners LLC
DECREASED
Shares33,894 from 35,003
Change-1,109 (-3%)
Value$1.7M (-$62.9K)
Filed 2026-10-19
Maple Capital Management, Inc.
DECREASED
Shares33,453 from 35,614
Change-2,161 (-6%)
Value$1.7M (-$116.0K)
Filed 2026-11-02
Shore Point Advisors, LLC
DECREASED
Shares33,301 from 34,713
Change-1,412 (-4%)
Value$1.7M (-$78.1K)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares32,690 from 47,920
Change-15,230 (-32%)
Value$1.6M (-$778.0K)
Filed 2026-11-02
Guidance Capital, Inc
INCREASED
Shares32,665 from 32,327
Change+338 (+1%)
Value$1.6M (+$9.9K)
Filed 2026-11-03
Richard P Slaughter Associates Inc
DECREASED
Shares32,305 from 35,451
Change-3,146 (-9%)
Value$1.6M (-$165.5K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares32,129 from 23,237
Change+8,892 (+38%)
Value$1.6M (+$443.2K)
Filed 2026-11-03
National Wealth Management Group, LLC
INCREASED
Shares32,110 from 24,785
Change+7,325 (+30%)
Value$1.6M (+$364.0K)
Filed 2026-10-26
Verum Partners LLC
DECREASED
Shares31,957 from 38,444
Change-6,487 (-17%)
Value$1.6M (-$334.5K)
Filed 2026-10-21
Essex LLC
INCREASED
Shares31,460 from 26,791
Change+4,669 (+17%)
Value$1.6M (+$229.8K)
Filed 2026-10-14
Royal Harbor Partners, LLC
DECREASED
Shares31,238 from 31,245
Change-7 (0%)
Value$1.6M (-$6.6K)
Filed 2026-10-29
Petredis Investment Advisors LLC
DECREASED
Shares31,050 from 31,504
Change-454 (-1%)
Value$1.6M (-$29.2K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares30,957 from 30,855
Change+102 (+0%)
Value$1.6M (-$1.0K)
Filed 2026-11-05
Auctus Advisors LLC
DECREASED
Shares30,755 from 49,605
Change-18,850 (-38%)
Value$1.5M (-$959.4K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares30,724 from 32,699
Change-1,975 (-6%)
Value$1.5M (-$106.0K)
Filed 2026-10-23
Cap Partners, LLC
DECREASED
Shares30,565 from 30,738
Change-173 (-1%)
Value$1.5M (-$14.9K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares30,524 from 30,624
Change-100 (0%)
Value$1.5M (-$11.2K)
Filed 2026-10-21
Dudley Capital Management, LLC
INCREASED
Shares30,225 from 29,810
Change+415 (+1%)
Value$1.5M (+$14.9K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED
Shares29,985 from 27,756
Change+2,229 (+8%)
Value$1.5M (+$106.7K)
Filed 2026-10-26
Eagle Strategies LLC
DECREASED
Shares29,643 from 30,164
Change-521 (-2%)
Value$1.5M (-$32.3K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares29,225 from 30,309
Change-1,084 (-4%)
Value$1.5M (-$60.6K)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares28,984 from 21,292
Change+7,692 (+36%)
Value$1.5M (+$383.2K)
Filed 2026-10-22
Iron Financial LLC
INCREASED
Shares28,297 from 28,158
Change+139 (+0%)
Value$1.4M (+$1.4K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
DECREASED
Shares28,271 from 32,247
Change-3,976 (-12%)
Value$1.4M (-$206.7K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares27,827 from 29,451
Change-1,624 (-6%)
Value$1.4M (-$87.7K)
Filed 2026-10-23
Alessandra Capital Management, LLC
DECREASED
Shares27,652 from 29,282
Change-1,630 (-6%)
Value$1.4M (-$88.0K)
Filed 2026-10-30
Tenet Wealth Partners, LLC
NEW
Shares27,504
Change+27,504
Value$1.4M
Filed 2026-10-19
Parsons Capital Management Inc
DECREASED
Shares27,133 from 29,346
Change-2,213 (-8%)
Value$1.4M (-$117.3K)
Filed 2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED
Shares27,085 from 39,618
Change-12,533 (-32%)
Value$1.4M (-$639.2K)
Filed 2026-11-03
Cypress Capital Group
UNCHANGED
Shares26,950 from 26,950
Change0 (0%)
Value$1.4M (-$5.4K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares26,901 from 82,406
Change-55,505 (-67%)
Value$1.4M (-$2.8M)
Filed 2026-10-22
Detalus Advisors, LLC
INCREASED
Shares26,550 from 25,800
Change+750 (+3%)
Value$1.3M (+$32.6K)
Filed 2026-10-15
Realta Investment Advisors
INCREASED
Shares26,483 from 22,442
Change+4,041 (+18%)
Value$1.3M (+$199.1K)
Filed 2026-10-14
Sunpointe, LLC
INCREASED
Shares26,262 from 17,428
Change+8,834 (+51%)
Value$1.3M (+$441.5K)
Filed 2026-10-22
Americana Partners, LLC
DECREASED
Shares26,205 from 26,963
Change-758 (-3%)
Value$1.3M (-$43.6K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares25,715 from 5,321
Change+20,394 (+383%)
Value$1.3M (+$1.0M)
Filed 2026-11-04
Sloy Dahl & Holst, LLC
DECREASED
Shares25,615 from 26,815
Change-1,200 (-4%)
Value$1.3M (-$65.8K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares25,545 from 23,524
Change+2,021 (+9%)
Value$1.3M (+$97.1K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares25,191 from 31,035
Change-5,844 (-19%)
Value$1.3M (-$299.5K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares24,915 from 43,744
Change-18,829 (-43%)
Value$1.3M (-$957.1K)
Filed 2026-10-15
Venture Visionary Partners LLC
UNCHANGED
Shares24,794 from 24,794
Change0 (0%)
Value$1.2M (-$5.0K)
Filed 2026-10-07
Nations Financial Group Inc,
INCREASED
Shares24,476 from 20,094
Change+4,382 (+22%)
Value$1.2M (+$216.7K)
Filed 2026-11-05
McBroom & Associates, LLC
DECREASED
Shares24,435 from 25,819
Change-1,384 (-5%)
Value$1.2M (-$74.9K)
Filed 2026-10-29
Clarity Wealth Advisors, LLC
DECREASED
Shares24,352 from 26,347
Change-1,995 (-8%)
Value$1.2M (-$105.8K)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares23,931 from 26,477
Change-2,546 (-10%)
Value$1.2M (-$133.5K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares23,870 from 18,318
Change+5,552 (+30%)
Value$1.2M (+$276.0K)
Filed 2026-10-05
TriaGen Wealth Management LLC
DECREASED
Shares23,238 from 24,003
Change-765 (-3%)
Value$1.2M (-$43.3K)
Filed 2026-10-14
Birch Capital Management, LLC
DECREASED
Shares22,826 from 23,249
Change-423 (-2%)
Value$1.1M (-$26.0K)
Filed 2026-10-27
Schwallier Wealth Management LLC
DECREASED
Shares22,503 from 25,171
Change-2,668 (-11%)
Value$1.1M (-$139.4K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares22,434 from 20,051
Change+2,383 (+12%)
Value$1.1M (+$116.0K)
Filed 2026-10-16
Nepsis Inc.
INCREASED
Shares22,135 from 15,480
Change+6,655 (+43%)
Value$1.1M (+$332.1K)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares22,055 from 15,831
Change+6,224 (+39%)
Value$1.1M (+$310.6K)
Filed 2026-11-03
Nordwand Advisors, LLC
DECREASED
Shares21,545 from 21,645
Change-100 (0%)
Value$1.1M (-$9.4K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares21,386 from 6,428
Change+14,958 (+233%)
Value$1.1M (+$752.1K)
Filed 2026-10-09
CGN Advisors LLC
INCREASED
Shares21,173 from 19,314
Change+1,859 (+10%)
Value$1.1M (+$89.7K)
Filed 2026-10-21
RM Financial Services, LLC
DECREASED
Shares21,036 from 21,428
Change-392 (-2%)
Value$1.1M (-$24.0K)
Filed 2026-11-03
Portside Wealth Group, LLC
DECREASED
Shares20,847 from 21,181
Change-334 (-2%)
Value$1.1M (-$21.0K)
Filed 2026-10-20
Bouvel Investment Partners, LLC
NEW
Shares20,766
Change+20,766
Value$1.0M
Filed 2026-10-13
Tarbox Family Office, Inc.
DECREASED
Shares20,563 from 20,681
Change-118 (-1%)
Value$1.0M (-$10.1K)
Filed 2026-10-23
Flaharty Asset Management, LLC
DECREASED
Shares20,557 from 42,699
Change-22,142 (-52%)
Value$1.0M (-$1.1M)
Filed 2026-11-02
Agate Pass Investment Management, LLC
INCREASED
Shares20,342 from 18,262
Change+2,080 (+11%)
Value$1.0M (+$101.1K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares20,226 from 20,700
Change-474 (-2%)
Value$1.0M (-$28.0K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares20,170 from 18,970
Change+1,200 (+6%)
Value$1.0M (+$56.7K)
Filed 2026-10-19
Essential Investment Partners LLC
DECREASED
Shares20,008 from 21,477
Change-1,469 (-7%)
Value$1.0M (-$78.3K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
DECREASED
Shares19,900 from 19,950
Change-50 (0%)
Value$1.0M (-$6.5K)
Filed 2026-10-28
Midwest Financial Network, LLC
INCREASED
Shares19,299 from 19,191
Change+108 (+1%)
Value$972.1K (+$1.6K)
Filed 2026-10-13
TFB Advisors LLC
NEW
Shares19,293
Change+19,293
Value$971.8K
Filed 2026-11-02
Retireful, LLC
INCREASED
Shares19,263 from 9,986
Change+9,277 (+93%)
Value$970.3K (+$465.3K)
Filed 2026-10-09
Waterway Wealth Management, LLC
NEW
Shares19,182
Change+19,182
Value$966.2K
Filed 2026-10-28
Allen Capital Group, LLC
INCREASED
Shares18,901 from 18,662
Change+239 (+1%)
Value$952.0K (+$8.3K)
Filed 2026-10-27
Mendota Financial Group, LLC
INCREASED
Shares18,619 from 18,431
Change+188 (+1%)
Value$937.9K (+$5.8K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares18,548 from 4,778
Change+13,770 (+288%)
Value$934.3K (+$692.6K)
Filed 2026-11-03
Advisor Resource Council
INCREASED
Shares18,040 from 15,450
Change+2,590 (+17%)
Value$906.3K (+$126.9K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares17,987 from 29,056
Change-11,069 (-38%)
Value$906.0K (-$563.4K)
Filed 2026-10-27
Family Capital Trust Co
UNCHANGED
Shares17,937 from 17,937
Change0 (0%)
Value$903.3K (-$3.6K)
Filed 2026-10-22
Decker Wealth Management LLC
INCREASED
Shares17,888 from 17,410
Change+478 (+3%)
Value$901.0K (+$20.6K)
Filed 2026-10-09
Midwest Trust Co
NEW
Shares17,877
Change+17,877
Value$900.5K
Filed 2026-10-22
Castle Rock Wealth Management, LLC
DECREASED
Shares17,430 from 21,059
Change-3,629 (-17%)
Value$875.9K (-$185.5K)
Filed 2026-10-09
LifeWealth Investments, LLC
DECREASED
Shares17,280 from 20,306
Change-3,026 (-15%)
Value$870.4K (-$156.5K)
Filed 2026-10-21
Latitude Advisors, LLC
INCREASED
Shares17,255 from 14,308
Change+2,947 (+21%)
Value$869.1K (+$145.6K)
Filed 2026-10-27
Key Client Fiduciary Advisors, LLC
DECREASED
Shares17,126 from 17,421
Change-295 (-2%)
Value$862.6K (-$18.3K)
Filed 2026-10-19
Adelphi Trust Co
INCREASED
Shares17,119 from 14,880
Change+2,239 (+15%)
Value$862.3K (+$109.8K)
Filed 2026-10-05
Beaumont Financial Advisors, LLC
INCREASED
Shares17,088 from 14,952
Change+2,136 (+14%)
Value$860.7K (+$104.6K)
Filed 2026-10-22
Horizon Financial Services, LLC
DECREASED
Shares17,031 from 19,064
Change-2,033 (-11%)
Value$857.9K (-$106.2K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
DECREASED
Shares16,733 from 18,047
Change-1,314 (-7%)
Value$843.3K (-$69.2K)
Filed 2026-10-27
Waldron Private Wealth LLC
INCREASED
Shares16,597 from 13,624
Change+2,973 (+22%)
Value$836.0K (+$147.0K)
Filed 2026-11-02
Seamount Financial Group Inc
DECREASED
Shares16,153 from 18,213
Change-2,060 (-11%)
Value$813.6K (-$107.4K)
Filed 2026-10-21
Investment Partners Asset Management, Inc.
DECREASED
Shares16,146 from 16,660
Change-514 (-3%)
Value$813.3K (-$29.2K)
Filed 2026-10-09
Reicon Wealth Advisors, LLC
DECREASED
Shares16,101 from 16,119
Change-18 (0%)
Value$811.0K (-$4.1K)
Filed 2026-11-04
Forbes J M & Co LLP
UNCHANGED
Shares15,987 from 15,987
Change0 (0%)
Value$805.3K (-$3.2K)
Filed 2026-10-16
Eagle Rock Investment Company, LLC
UNCHANGED
Shares15,983 from 15,983
Change0 (0%)
Value$805.1K (-$3.2K)
Filed 2026-10-21
Nvwm, LLC
DECREASED
Shares15,938 from 17,912
Change-1,974 (-11%)
Value$802.8K (-$103.0K)
Filed 2026-10-14
Roman Butler Fullerton & Co
INCREASED
Shares15,901 from 15,408
Change+493 (+3%)
Value$951.5K (+$174.3K)
Filed 2026-10-27
Whipplewood Advisors, LLC
DECREASED
Shares15,880 from 16,258
Change-378 (-2%)
Value$799.9K (-$22.3K)
Filed 2026-10-20
XY Planning Network, Inc.
DECREASED
Shares15,802 from 24,019
Change-8,217 (-34%)
Value$796.0K (-$418.7K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares15,488 from 13,446
Change+2,042 (+15%)
Value$780.2K (+$100.2K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares15,282 from 19,089
Change-3,807 (-20%)
Value$769.8K (-$195.6K)
Filed 2026-10-19
Mosley Wealth Management
DECREASED
Shares15,278 from 17,339
Change-2,061 (-12%)
Value$768.8K (-$108.0K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares15,258 from 15,229
Change+29 (+0%)
Value$768.5K (-$1.6K)
Filed 2026-11-04
Lifestyle Asset Management, Inc.
DECREASED
Shares15,243 from 15,558
Change-315 (-2%)
Value$767.8K (-$19.0K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares15,197 from 16,003
Change-806 (-5%)
Value$765.5K (-$43.8K)
Filed 2026-10-19
Affiance Financial, LLC
DECREASED
Shares15,030 from 15,516
Change-486 (-3%)
Value$757.1K (-$27.6K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares14,843 from 6,590
Change+8,253 (+125%)
Value$747.6K (+$414.4K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares14,830 from 14,830
Change0 (0%)
Value$747.0K (-$3.0K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares14,718 from 13,290
Change+1,428 (+11%)
Value$741.3K (+$69.3K)
Filed 2026-10-02
Commerce Advisors, LLC
DECREASED
Shares14,254 from 14,976
Change-722 (-5%)
Value$718.0K (-$39.4K)
Filed 2026-10-19
Catalyst Private Wealth, LLC
UNCHANGED
Shares14,087 from 14,087
Change0 (0%)
Value$709.6K (-$2.8K)
Filed 2026-10-13
Lunt Capital Management, Inc.
UNCHANGED
Shares14,004 from 14,004
Change0 (0%)
Value$705.4K (-$2.8K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares14,000 from 10,000
Change+4,000 (+40%)
Value$705.2K (+$199.5K)
Filed 2026-11-04
First Hawaiian Bank
INCREASED
Shares13,938 from 12,266
Change+1,672 (+14%)
Value$702.1K (+$81.8K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
INCREASED
Shares13,923 from 11,477
Change+2,446 (+21%)
Value$701.3K (+$120.9K)
Filed 2026-10-26
Sowa Financial Group, Inc.
INCREASED
Shares13,290 from 13,208
Change+82 (+1%)
Value$669 (-$667.3K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
DECREASED
Shares13,248 from 75,239
Change-61,991 (-82%)
Value$667.3K (-$3.1M)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
NEW
Shares13,198
Change+13,198
Value$517.1K
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares12,743 from 13,186
Change-443 (-3%)
Value$641.9K (-$25.0K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares12,712 from 12,554
Change+158 (+1%)
Value$640.3K (+$5.4K)
Filed 2026-10-16
Jnba Financial Advisors
DECREASED
Shares12,617 from 16,063
Change-3,446 (-21%)
Value$635.5K (-$176.8K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
INCREASED
Shares12,399 from 10,386
Change+2,013 (+19%)
Value$624.5K (+$99.3K)
Filed 2026-10-19
Harpswell Capital Advisors, LLC
UNCHANGED
Shares12,399 from 12,399
Change0 (0%)
Value$624.5K (-$2.5K)
Filed 2026-10-09
Heck Capital Advisors, LLC
INCREASED
Shares12,323 from 9,747
Change+2,576 (+26%)
Value$620.7K (+$127.8K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares12,286 from 11,786
Change+500 (+4%)
Value$618.9K (+$22.9K)
Filed 2026-10-22
LVZ, Inc.
DECREASED
Shares12,115 from 15,548
Change-3,433 (-22%)
Value$610.2K (-$176.0K)
Filed 2026-10-20
Frederick Financial Consultants, LLC
NEW
Shares12,045
Change+12,045
Value$606.7K
Filed 2026-10-29
AGH Wealth Advisors, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$604.4K (-$2.4K)
Filed 2026-10-26
GEM Asset Management, LLC
DECREASED
Shares11,994 from 12,019
Change-25 (0%)
Value$604.1K (-$3.7K)
Filed 2026-10-13
Gibbs Wealth Management
DECREASED
Shares11,889 from 39,956
Change-28,067 (-70%)
Value$598.9K (-$1.4M)
Filed 2026-10-22
Security Financial Services, Inc.
INCREASED
Shares11,844 from 11,038
Change+806 (+7%)
Value$596.6K (+$38.4K)
Filed 2026-10-29
Princeton Global Asset Management LLC
DECREASED
Shares11,780 from 13,308
Change-1,528 (-11%)
Value$593.4K (-$79.6K)
Filed 2026-10-21
Choice Wealth Advisors LLC
DECREASED
Shares11,673 from 235,220
Change-223,547 (-95%)
Value$587.9K (-$11.3M)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares11,599 from 12,566
Change-967 (-8%)
Value$584.2K (-$51.2K)
Filed 2026-10-28
Gill Capital Partners, LLC
INCREASED
Shares11,528 from 8,151
Change+3,377 (+41%)
Value$580.7K (+$168.5K)
Filed 2026-10-13
Montecito Bank & Trust
INCREASED
Shares11,513 from 6,993
Change+4,520 (+65%)
Value$579.9K (+$226.3K)
Filed 2026-10-01
International Private Wealth Advisors LLC
NEW
Shares11,506
Change+11,506
Value$579.6K
Filed 2026-11-05
Wilkerson Advisory Group LLC
DECREASED
Shares11,484 from 14,547
Change-3,063 (-21%)
Value$578.5K (-$157.2K)
Filed 2026-10-20
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares11,441 from 14,143
Change-2,702 (-19%)
Value$576.3K (-$138.9K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
INCREASED
Shares11,413 from 11,096
Change+317 (+3%)
Value$574.9K (+$13.8K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED
Shares11,214 from 52,345
Change-41,131 (-79%)
Value$564.8K (-$2.1M)
Filed 2026-10-30
Lineweaver Wealth Advisors, LLC
DECREASED
Shares11,206 from 13,302
Change-2,096 (-16%)
Value$564.4K (-$108.3K)
Filed 2026-10-13
Clear Trail Advisors, LLC
DECREASED
Shares11,105 from 12,354
Change-1,249 (-10%)
Value$559.3K (-$65.4K)
Filed 2026-10-20
Chapin Davis, Inc.
UNCHANGED
Shares11,095 from 11,095
Change0 (0%)
Value$558.9K (-$2.2K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares10,862 from 15,775
Change-4,913 (-31%)
Value$547.1K (-$250.6K)
Filed 2026-11-05
Emerald Advisors, LLC
DECREASED
Shares10,838 from 11,046
Change-208 (-2%)
Value$545.9K (-$12.7K)
Filed 2026-10-13
Wiregrass Investment Management LLC
UNCHANGED
Shares10,770 from 10,770
Change0 (0%)
Value$542.5K (-$2.2K)
Filed 2026-11-05
E6 Portfolios, LLC
DECREASED
Shares10,687 from 11,149
Change-462 (-4%)
Value$538.3K (-$25.5K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
INCREASED
Shares10,613 from 7,821
Change+2,792 (+36%)
Value$534.6K (+$139.1K)
Filed 2026-10-15
Rose Capital Advisors LLC
DECREASED
Shares10,613 from 10,742
Change-129 (-1%)
Value$534.6K (-$8.6K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares10,550 from 10,550
Change0 (0%)
Value$531.4K (-$2.1K)
Filed 2026-10-21
Hicks Capital Management LLC
UNCHANGED
Shares10,415 from 10,415
Change0 (0%)
Value$526.7K ($0)
Filed 2026-10-20
Boyum Wealth Architects LLC
INCREASED
Shares10,399 from 8,694
Change+1,705 (+20%)
Value$522.3K (+$83.8K)
Filed 2026-10-06
CX Institutional
DECREASED
Shares10,270 from 14,633
Change-4,363 (-30%)
Value$517 (-$223)
Filed 2026-10-02
SeaCrest Wealth Management, LLC
DECREASED
Shares10,123 from 13,793
Change-3,670 (-27%)
Value$509.9K (-$187.6K)
Filed 2026-10-21
Marino, Stram & Associates LLC
DECREASED
Shares9,993 from 11,573
Change-1,580 (-14%)
Value$503.3K (-$81.9K)
Filed 2026-10-22
Discipline Wealth Solutions, LLC
DECREASED
Shares9,850 from 12,485
Change-2,635 (-21%)
Value$496.1K (-$135.2K)
Filed 2026-10-14
Glenview Trust Co
UNCHANGED
Shares9,788 from 9,788
Change0 (0%)
Value$493.0K (-$2.0K)
Filed 2026-10-28
Surience Private Wealth LLC
NEW
Shares9,729
Change+9,729
Value$490.1K
Filed 2026-10-16
TMB Capital Partners, LLC
INCREASED
Shares9,615 from 8,673
Change+942 (+11%)
Value$484.3K (+$45.7K)
Filed 2026-10-20
Fortress Financial Solutions, LLC
NEW
Shares9,560
Change+9,560
Value$481.6K
Filed 2026-10-14
Woodmont Investment Counsel LLC
INCREASED
Shares9,542 from 9,442
Change+100 (+1%)
Value$480.6K (+$3.1K)
Filed 2026-10-29
Winnacle Wealth LLC
INCREASED
Shares9,404 from 7,289
Change+2,115 (+29%)
Value$473.7K (+$105.1K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
NEW
Shares9,318
Change+9,318
Value$469.3K
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares9,266 from 5,415
Change+3,851 (+71%)
Value$466.7K (+$192.9K)
Filed 2026-10-29
Bell Bank
UNCHANGED
Shares9,259 from 9,259
Change0 (0%)
Value$466.4K (-$1.9K)
Filed 2026-10-21
Optima Capital LLC
DECREASED
Shares9,209 from 69,461
Change-60,252 (-87%)
Value$463.9K (-$3.0M)
Filed 2026-10-29
Lee Financial Co
DECREASED
Shares8,981 from 10,980
Change-1,999 (-18%)
Value$452.4K (-$102.9K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares8,955 from 9,498
Change-543 (-6%)
Value$451.1K (-$29.3K)
Filed 2026-10-22
Redwood Family Wealth LLC
DECREASED
Shares8,921 from 9,060
Change-139 (-2%)
Value$449.4K (-$8.9K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares8,761 from 2,241
Change+6,520 (+291%)
Value$441.3K (+$327.9K)
Filed 2026-10-28
Moller Wealth Partners
NEW
Shares8,739
Change+8,739
Value$440.2K
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares8,695 from 4,940
Change+3,755 (+76%)
Value$438.0K (+$188.2K)
Filed 2026-10-26
Ballast Financial Advisors LLC
INCREASED
Shares8,635 from 7,370
Change+1,265 (+17%)
Value$434.9K (+$62.2K)
Filed 2026-10-26
Wellment Financial
DECREASED
Shares8,594 from 8,621
Change-27 (0%)
Value$432.9K (-$3.1K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares8,419 from 8,419
Change0 (0%)
Value$424.1K (-$1.7K)
Filed 2026-10-27
Argos Wealth Advisors, LLC
INCREASED
Shares8,390 from 7,030
Change+1,360 (+19%)
Value$422.6K (+$67.1K)
Filed 2026-11-02
Gerald Baker Financial Group LLC
INCREASED
Shares8,382 from 8,127
Change+255 (+3%)
Value$422.2K (+$11.3K)
Filed 2026-10-09
Washington Trust Advisors, Inc.
INCREASED
Shares8,336 from 8,171
Change+165 (+2%)
Value$419.9K (+$6.7K)
Filed 2026-10-22
Alhambra Investment Management LLC
DECREASED
Shares8,328 from 9,362
Change-1,034 (-11%)
Value$419.5K (-$53.9K)
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares8,318 from 17,035
Change-8,717 (-51%)
Value$419.0K (-$442.5K)
Filed 2026-11-03
Signature Equity Partners, LLC
DECREASED
Shares8,313 from 17,562
Change-9,249 (-53%)
Value$418.7K (-$469.4K)
Filed 2026-10-29
Five Oceans Advisors
DECREASED
Shares8,201 from 9,070
Change-869 (-10%)
Value$413.1K (-$45.6K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares8,200 from 7,750
Change+450 (+6%)
Value$413.0K (+$21.1K)
Filed 2026-11-05
Ascent Group, LLC
NEW
Shares8,197
Change+8,197
Value$412.9K
Filed 2026-10-30
BNB Wealth Management, LLC
DECREASED
Shares8,189 from 8,193
Change-4 (0%)
Value$412.5K (-$1.8K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares8,188 from 6,190
Change+1,998 (+32%)
Value$412.5K (+$99.4K)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares8,141 from 7,728
Change+413 (+5%)
Value$410.1K (+$19.3K)
Filed 2026-10-16
Aspen Investment Management Inc
INCREASED
Shares8,066 from 4,578
Change+3,488 (+76%)
Value$406.0K (+$405.8K)
Filed 2026-11-05
Viewpoint Investment Partners Corp
DECREASED
Shares8,010 from 8,700
Change-690 (-8%)
Value$403.5K (-$36.5K)
Filed 2026-10-26
Cardinal Point Capital Management ULC
NEW
Shares7,920
Change+7,920
Value$398.9K
Filed 2026-10-21
Gimbal Financial
UNCHANGED
Shares7,862 from 7,862
Change0 (0%)
Value$396.0K (-$1.6K)
Filed 2026-10-19
MMA Asset Management LLC
UNCHANGED
Shares7,831 from 7,831
Change0 (0%)
Value$394.4K (-$1.6K)
Filed 2026-11-02
Klingman & Associates, LLC
DECREASED
Shares7,808 from 47,808
Change-40,000 (-84%)
Value$393.3K (-$2.0M)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
DECREASED
Shares7,770 from 9,426
Change-1,656 (-18%)
Value$391.4K (-$85.3K)
Filed 2026-11-02
Indivisible Partners
NEW
Shares7,734
Change+7,734
Value$389.6K
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares7,707 from 7,511
Change+196 (+3%)
Value$388.2K (+$8.4K)
Filed 2026-11-05
Avior Wealth Management, LLC
NEW
Shares7,600
Change+7,600
Value$382.8K
Filed 2026-10-13
Stone Summit Wealth LLC
INCREASED
Shares7,479 from 6,820
Change+659 (+10%)
Value$376.7K (+$31.8K)
Filed 2026-10-14
Ridgeline Wealth, LLC
DECREASED
Shares7,325 from 11,775
Change-4,450 (-38%)
Value$368.5K (-$226.9K)
Filed 2026-10-14
M Holdings Securities, Inc.
DECREASED
Shares7,246 from 10,577
Change-3,331 (-31%)
Value$364.0K (-$171.0K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares7,237 from 6,261
Change+976 (+16%)
Value$364.5K (+$47.9K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares7,223 from 7,208
Change+15 (+0%)
Value$363.8K (-$684)
Filed 2026-10-01
Centerpoint Advisory Group
DECREASED
Shares7,022 from 7,395
Change-373 (-5%)
Value$353.7K (-$20.3K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
INCREASED
Shares6,952 from 6,897
Change+55 (+1%)
Value$350.2K (+$1.4K)
Filed 2026-11-02
Arlington Trust Co LLC
INCREASED
Shares6,943 from 6,927
Change+16 (+0%)
Value$349.7K (-$579)
Filed 2026-10-20
Platt Wealth Management LLC
DECREASED
Shares6,938 from 7,592
Change-654 (-9%)
Value$349.0K (-$34.0K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
DECREASED
Shares6,917 from 7,527
Change-610 (-8%)
Value$348.4K (-$32.2K)
Filed 2026-10-14
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares6,917 from 6,954
Change-37 (-1%)
Value$348.4K (-$3.3K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
DECREASED
Shares6,908 from 6,999
Change-91 (-1%)
Value$348.0K (-$6.0K)
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares6,886 from 6,816
Change+70 (+1%)
Value$346.8K (+$2.1K)
Filed 2026-10-15
Slow Capital, Inc.
UNCHANGED
Shares6,803 from 6,803
Change0 (0%)
Value$342.7K (-$1.4K)
Filed 2026-10-23
Global View Capital Management LLC
NEW
Shares6,520
Change+6,520
Value$328.4K
Filed 2026-10-28
EPG Wealth Management LLC
INCREASED
Shares6,417 from 6,384
Change+33 (+1%)
Value$323.2K (+$378)
Filed 2026-11-03
Childress Capital Advisors, LLC
UNCHANGED
Shares6,414 from 6,414
Change0 (0%)
Value$323.1K (-$1.3K)
Filed 2026-10-28
Redwood Financial Network Corp
DECREASED
Shares6,338 from 6,508
Change-170 (-3%)
Value$319.2K (-$9.9K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares6,316 from 6,332
Change-16 (0%)
Value$318.2K (-$2.0K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
NEW
Shares6,292
Change+6,292
Value$316.9K
Filed 2026-11-02
Elevation Wealth Management LLC
DECREASED
Shares6,277 from 6,357
Change-80 (-1%)
Value$316.2K (-$5.3K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
INCREASED
Shares6,221 from 4,782
Change+1,439 (+30%)
Value$313.4K (+$71.5K)
Filed 2026-10-15
Prism Advisors, Inc.
NEW
Shares6,188
Change+6,188
Value$311.1K
Filed 2026-10-09
Modera Wealth Management, LLC
UNCHANGED
Shares6,106 from 6,106
Change0 (0%)
Value$307.6K (-$1.2K)
Filed 2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED
Shares6,090 from 6,041
Change+49 (+1%)
Value$306.7K (+$1.2K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares6,063
Change+6,063
Value$305.4K
Filed 2026-10-28
PCG Asset Management, LLC
DECREASED
Shares6,052 from 29,785
Change-23,733 (-80%)
Value$304.8K (-$1.2M)
Filed 2026-11-05
Gemmer Asset Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$302.2K (-$1.2K)
Filed 2026-10-16
IVC Wealth Advisors LLC
INCREASED
Shares5,967 from 4,015
Change+1,952 (+49%)
Value$300.6K (+$97.5K)
Filed 2026-10-23
Fagan Associates, Inc.
INCREASED
Shares5,960 from 5,460
Change+500 (+9%)
Value$300.2K (+$24.1K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
NEW
Shares5,947
Change+5,947
Value$299.5K
Filed 2026-10-08
BostonPremier Wealth LLC
INCREASED
Shares5,934 from 5,893
Change+41 (+1%)
Value$298.9K (+$848)
Filed 2026-10-16
Elevated Financial Group LLC
DECREASED
Shares5,882 from 6,834
Change-952 (-14%)
Value$296.3K (-$49.3K)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares5,874 from 5,874
Change0 (0%)
Value$295.9K (-$1.2K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares5,869 from 6,468
Change-599 (-9%)
Value$295.6K (-$31.5K)
Filed 2026-10-13
RCW Management, LLC
DECREASED
Shares5,758 from 6,745
Change-987 (-15%)
Value$290.1K (-$51.0K)
Filed 2026-10-30
Live Oak Investment Partners
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$290.0K (-$1.2K)
Filed 2026-10-23
Milestone Asset Management Group, LLC
INCREASED
Shares5,745 from 5,694
Change+51 (+1%)
Value$289.4K (+$1.4K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares5,743 from 6,090
Change-347 (-6%)
Value$289.3K (-$18.7K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
UNCHANGED
Shares5,690 from 5,690
Change0 (0%)
Value$286.6K (-$1.1K)
Filed 2026-10-16
Sincerus Advisory, LLC
INCREASED
Shares5,659 from 5,109
Change+550 (+11%)
Value$285.0K (+$26.7K)
Filed 2026-10-09
Maia Wealth LLC
DECREASED
Shares5,658 from 6,329
Change-671 (-11%)
Value$285.0K (-$35.1K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares5,619 from 33,674
Change-28,055 (-83%)
Value$283.0K (-$1.4M)
Filed 2026-10-22
Harmony Asset Management LLC
UNCHANGED
Shares5,542 from 5,542
Change0 (0%)
Value$279.2K (-$1.1K)
Filed 2026-10-20
BKM Wealth Management, LLC
NEW
Shares5,476
Change+5,476
Value$275.8K
Filed 2026-10-22
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares5,441 from 5,441
Change0 (0%)
Value$274.1K (-$1.1K)
Filed 2026-11-05
InTrack Investment Management Inc
DECREASED
Shares5,439 from 5,459
Change-20 (0%)
Value$274.0K (-$2.1K)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
INCREASED
Shares5,409 from 5,073
Change+336 (+7%)
Value$272.5K (+$15.9K)
Filed 2026-10-15
Twelve Points Wealth Management LLC
DECREASED
Shares5,404 from 5,599
Change-195 (-3%)
Value$272.5K (-$10.6K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares5,384 from 6,561
Change-1,177 (-18%)
Value$271.2K (-$60.6K)
Filed 2026-10-22
IFC & Insurance Marketing, Inc.
DECREASED
Shares5,349 from 7,686
Change-2,337 (-30%)
Value$269.4K (-$119.2K)
Filed 2026-10-16
LVW Advisors, LLC
NEW
Shares5,325
Change+5,325
Value$268.2K
Filed 2026-10-19
Benin Management Corp
NEW
Shares5,300
Change+5,300
Value$267.0K
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares5,288 from 5,298
Change-10 (0%)
Value$266.4K (-$1.6K)
Filed 2026-10-28
Wallington Asset Management, LLC
NEW
Shares5,268
Change+5,268
Value$265.3K
Filed 2026-11-04
Master's Wealth Management Inc.
INCREASED
Shares5,259 from 5,205
Change+54 (+1%)
Value$264.9K (+$1.6K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares5,222 from 5,075
Change+147 (+3%)
Value$263.1K (+$6.4K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares5,218
Change+5,218
Value$262.8K
Filed 2026-10-29
Keybank National Association
DECREASED
Shares5,209 from 7,909
Change-2,700 (-34%)
Value$262.4K (-$137.6K)
Filed 2026-11-04
MBE Wealth Management, LLC
NEW
Shares5,181
Change+5,181
Value$261.0K
Filed 2026-10-26
Richardson Financial Services Inc.
NEW
Shares5,171
Change+5,171
Value$260.5K
Filed 2026-10-30
Cdkv Holdings LLC
INCREASED
Shares5,133 from 5,101
Change+32 (+1%)
Value$258.5K (+$543)
Filed 2026-10-28
Carrera Capital Advisors
INCREASED
Shares5,102 from 5,050
Change+52 (+1%)
Value$257.0K (+$1.6K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED
Shares5,023 from 4,204
Change+819 (+19%)
Value$253.0K (+$40.4K)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares5,012 from 6,485
Change-1,473 (-23%)
Value$252.5K (-$75.5K)
Filed 2026-10-13
K2 Financial Inc.
INCREASED
Shares5,009 from 4,473
Change+536 (+12%)
Value$251.9K (+$26.2K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares4,916 from 4,873
Change+43 (+1%)
Value$247.6K (+$1.2K)
Filed 2026-10-14
Acima Private Wealth, LLC
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$247.0K (-$981)
Filed 2026-10-05
Guerra PAN Advisors, LLC
DECREASED
Shares4,884 from 5,776
Change-892 (-15%)
Value$245.9K (-$46.2K)
Filed 2026-10-26
Integrated Capital Management, LLC
INCREASED
Shares4,872 from 4,503
Change+369 (+8%)
Value$245.4K (+$17.7K)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares4,858 from 4,831
Change+27 (+1%)
Value$244.7K (+$396)
Filed 2026-10-19
Turn8 Private Wealth Inc.
INCREASED
Shares4,833 from 4,784
Change+49 (+1%)
Value$243.4K (+$1.5K)
Filed 2026-11-05
ETF Store, Inc.
INCREASED
Shares4,796 from 4,748
Change+48 (+1%)
Value$241.6K (+$1.5K)
Filed 2026-10-19
West Wealth Group, LLC
NEW
Shares4,795
Change+4,795
Value$241.5K
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
UNCHANGED
Shares4,748 from 4,748
Change0 (0%)
Value$239.1K (-$949)
Filed 2026-10-20
WealthCare Investment Partners, LLC
DECREASED
Shares4,687 from 5,335
Change-648 (-12%)
Value$236.1K (-$33.7K)
Filed 2026-11-05
AUA Capital Management, LLC
UNCHANGED
Shares4,672 from 4,672
Change0 (0%)
Value$235.3K (-$934)
Filed 2026-10-15
Lighthouse Wealth Management Inc.
NEW
Shares4,645
Change+4,645
Value$234.0K
Filed 2026-10-13
Madison Park Capital Advisors, LLC
NEW
Shares4,625
Change+4,625
Value$233.0K
Filed 2026-10-28
Alliance Wealth Advisors, LLC
NEW
Shares4,605
Change+4,605
Value$232.0K
Filed 2026-10-14
Seven Hills Financial, LLC
NEW
Shares4,550
Change+4,550
Value$229.2K
Filed 2026-10-13
Atticus Wealth Management, LLC
DECREASED
Shares4,542 from 5,775
Change-1,233 (-21%)
Value$228.8K (-$63.3K)
Filed 2026-10-20
Skyline Advisors, Inc.
DECREASED
Shares4,530 from 14,085
Change-9,555 (-68%)
Value$228.2K (-$484.1K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares4,470 from 4,152
Change+318 (+8%)
Value$225.1K (+$15.2K)
Filed 2026-11-04
Albion Financial Group
UNCHANGED
Shares4,451 from 4,451
Change0 (0%)
Value$224.2K (-$891)
Filed 2026-10-21
Ledyard National Bank
NEW
Shares4,443
Change+4,443
Value$223.8K
Filed 2026-10-21
Sage Capital Management, LLC
NEW
Shares4,421
Change+4,421
Value$222.8K
Filed 2026-10-20
IFG Advisors, LLC
DECREASED
Shares4,379 from 4,649
Change-270 (-6%)
Value$220.6K (-$14.5K)
Filed 2026-10-15
Hall Laurie J Trustee
DECREASED
Shares4,375 from 4,630
Change-255 (-6%)
Value$220.4K (-$13.8K)
Filed 2026-10-06
Lavelle Capital LP
NEW
Shares4,340
Change+4,340
Value$218.6K
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,279 from 15,542
Change-11,263 (-72%)
Value$215.5K (-$570.4K)
Filed 2026-10-13
Guided Capital Wealth Management, LLC
INCREASED
Shares4,186 from 4,112
Change+74 (+2%)
Value$210.8K (+$2.9K)
Filed 2026-10-21
PFW Advisors LLC
NEW
Shares4,172
Change+4,172
Value$210.1K
Filed 2026-10-07
Prota Financial, LLC
NEW
Shares4,127
Change+4,127
Value$207.3K
Filed 2026-10-08
Laurel OAK Wealth Management, LLC
NEW
Shares4,105
Change+4,105
Value$206.8K
Filed 2026-10-19
Evolution Wealth Management Inc.
INCREASED
Shares4,062 from 4,051
Change+11 (+0%)
Value$204.6K (-$256)
Filed 2026-10-28
Accurate Wealth Management, LLC
NEW
Shares4,053
Change+4,053
Value$203.9K
Filed 2026-10-20
Investmark Advisory Group LLC
NEW
Shares4,050
Change+4,050
Value$204.0K
Filed 2026-10-27
Lantern Wealth Advisors, LLC
NEW
Shares4,047
Change+4,047
Value$203.9K
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares4,042 from 4,001
Change+41 (+1%)
Value$203.6K (+$1.3K)
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares4,039 from 4,039
Change0 (0%)
Value$203.4K (-$808)
Filed 2026-10-20
Palatine Hill Wealth Management, LLC
NEW
Shares4,032
Change+4,032
Value$203.1K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares3,979 from 3,979
Change0 (0%)
Value$200.4K (-$796)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares3,978 from 4,228
Change-250 (-6%)
Value$200.4K (-$13.4K)
Filed 2026-10-29
Canton Hathaway, LLC
UNCHANGED
Shares3,953 from 3,953
Change0 (0%)
Value$199.1K (-$790)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares3,942 from 3,475
Change+467 (+13%)
Value$209.5K (+$33.8K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares3,825
Change+3,825
Value$192.7K
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares3,658 from 3,158
Change+500 (+16%)
Value$184.3K (+$24.6K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$176.3K (-$700)
Filed 2026-10-08
Matrix Trust Co
NEW
Shares3,436
Change+3,436
Value$173
Filed 2026-10-07
Hurley Capital, LLC
DECREASED
Shares3,238 from 3,765
Change-527 (-14%)
Value$163.1K (-$27.2K)
Filed 2026-11-05
SYM Financial Corp
DECREASED
Shares3,170 from 4,195
Change-1,025 (-24%)
Value$159.7K (-$52.5K)
Filed 2026-10-26
WPG Advisers, LLC
INCREASED
Shares3,130 from 3,127
Change+3 (+0%)
Value$157.7K (-$474)
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares3,115
Change+3,115
Value$156.8K
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$150.3K (-$597)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares2,766 from 2,766
Change0 (0%)
Value$139.3K (-$553)
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares2,762 from 2,734
Change+28 (+1%)
Value$139.1K (+$857)
Filed 2026-10-23
Blueline Advisors LLC
INCREASED
Shares2,746 from 2,514
Change+232 (+9%)
Value$138.3K (+$11.2K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
INCREASED
Shares2,674 from 2,418
Change+256 (+11%)
Value$134.7K (+$12.4K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares2,558
Change+2,558
Value$128.8K
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares2,517 from 2,160
Change+357 (+17%)
Value$126.7K (+$17.5K)
Filed 2026-10-13
Capital Investment Counsel, Inc
INCREASED
Shares2,248 from 2,207
Change+41 (+2%)
Value$113.2K (+$1.6K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares2,183
Change+2,183
Value$110.0K
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares2,129 from 2,114
Change+15 (+1%)
Value$107.2K (+$297)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
DECREASED
Shares2,033 from 2,796
Change-763 (-27%)
Value$102.4K (-$39.0K)
Filed 2026-10-15
Peck Wealth Management, LLC
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$98.6K (-$392)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$91.8K (-$364)
Filed 2026-10-27
Phillip James Consulting Co.
NEW
Shares1,669
Change+1,669
Value$84.1K
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares1,659 from 765
Change+894 (+117%)
Value$83.6K (+$44.9K)
Filed 2026-10-28
Financially Speaking Inc
DECREASED
Shares1,564 from 149,073
Change-147,509 (-99%)
Value$78.8K (-$7.5M)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,521 from 2,445
Change-924 (-38%)
Value$76.6K (-$47.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$71.9K (-$43)
Filed 2026-10-29
Kingdom Financial Group Llc.
DECREASED
Shares1,220 from 2,560
Change-1,340 (-52%)
Value$61.5K (-$68.0K)
Filed 2026-11-04
Wagner Wealth Management, LLC
INCREASED
Shares1,186 from 1,176
Change+10 (+1%)
Value$59.7K (+$269)
Filed 2026-10-21
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$53.7K (-$214)
Filed 2026-10-07
Rossmore Private Capital
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$50.4K (-$200)
Filed 2026-10-27
Burk Holdings LLC
NEW
Shares992
Change+992
Value$50.0K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares875 from 1,825
Change-950 (-52%)
Value$44.1K (-$48.2K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
INCREASED
Shares870 from 861
Change+9 (+1%)
Value$43.8K (+$269)
Filed 2026-11-02
Versant Capital Management, Inc
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$43.2K (-$172)
Filed 2026-10-02
Nemes Rush Group LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$42.6K (-$169)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$42.2K (-$167)
Filed 2026-10-23
American National Bank & Trust
INCREASED
Shares749 from 690
Change+59 (+9%)
Value$37.7K (+$2.8K)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares742 from 732
Change+10 (+1%)
Value$37.4K (+$335)
Filed 2026-10-30
Hughes Financial Services, LLC
INCREASED
Shares589 from 335
Change+254 (+76%)
Value$29.7K (+$12.8K)
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares523 from 520
Change+3 (+1%)
Value$26.4K (+$80)
Filed 2026-10-22
Markowski Investments
NEW
Shares438
Change+438
Value$22.1K
Filed 2026-10-30
Mcdonald Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.1K (-$80)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares380
Change+380
Value$19.1K
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares369
Change+369
Value$18.6K
Filed 2026-10-27
Independence Bank of Kentucky
NEW
Shares327
Change+327
Value$16.5K
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares301 from 268
Change+33 (+12%)
Value$15.2K (+$1.6K)
Filed 2026-10-30
Eukles Asset Management
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$14.1K (-$56)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares251 from 249
Change+2 (+1%)
Value$12.7K (+$78)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
INCREASED
Shares250 from 48
Change+202 (+421%)
Value$12.6K (+$10.2K)
Filed 2026-10-16
Deseret Mutual Benefit Administrators
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$9.8K (-$39)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares189 from 159
Change+30 (+19%)
Value$9.5K (+$1.5K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares185 from 25
Change+160 (+640%)
Value$9.3K (+$8.1K)
Filed 2026-10-14
Investors Research Corp
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$8.7K (-$34)
Filed 2026-10-07
Centerpoint Advisors, LLC
INCREASED
Shares117 from 77
Change+40 (+52%)
Value$6 (+$2)
Filed 2026-11-05
Farmers & Merchants Investments Inc
NEW
Shares112
Change+112
Value$5.6K
Filed 2026-10-22
Hilltop National Bank
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4.9K (-$19)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.7K (-$19)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares83 from 241
Change-158 (-66%)
Value$4.2K (-$8.0K)
Filed 2026-11-04
Abound Wealth Management
DECREASED
Shares79 from 1,011
Change-932 (-92%)
Value$4.0K (-$47.1K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
DECREASED
Shares63 from 433
Change-370 (-85%)
Value$3.2K (-$18.7K)
Filed 2026-10-16
Arvest Investments, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.2K (-$12)
Filed 2026-10-21
Vima LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$2.0K (-$8)
Filed 2026-10-23
First Command Advisory Services, Inc.
NEW
Shares21
Change+21
Value$1.1K
Filed 2026-11-05
Rakuten Securities, Inc.
DECREASED
Shares21 from 50
Change-29 (-58%)
Value$1.1K (-$1.5K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$897 (-$3)
Filed 2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$653 (-$2)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
NEW
Shares11
Change+11
Value$554
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$554 (-$2)
Filed 2026-10-20
Asset Dedication, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$523 (-$2)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$504 (-$2)
Filed 2026-10-15
McCarley & Cook Financial Planners
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$353 (-$1)
Filed 2026-10-21
Gamma Investing LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$302 (-$1)
Filed 2026-10-08
POM Investment Strategies, LLC
NEW
Shares2
Change+2
Value$101
Filed 2026-10-20
Simplex Trading, LLC
NEW
Shares1
Change+1
Value$50
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 214,087
Change-214,087 (-100%)
Value$0 (-$10.8M)
Filed 2026-10-16
Newport Capital Group, LLC
CLOSED
Shares0 from 104,781
Change-104,781 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-16
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 56,984
Change-56,984 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 24,962
Change-24,962 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
TBH Global Asset Management, LLC
CLOSED
Shares0 from 11,997
Change-11,997 (-100%)
Value$0 (-$606.7K)
Filed 2026-11-03
Nolet Wealth Management, LLC
CLOSED
Shares0 from 9,999
Change-9,999 (-100%)
Value$0 (-$505.6K)
Filed 2026-10-15
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 9,432
Change-9,432 (-100%)
Value$0 (-$477.0K)
Filed 2026-10-26
World Equity Group, Inc.
CLOSED
Shares0 from 7,171
Change-7,171 (-100%)
Value$0 (-$362.6K)
Filed 2026-10-14
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 6,342
Change-6,342 (-100%)
Value$0 (-$320.7K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 6,063
Change-6,063 (-100%)
Value$0 (-$306.6K)
Filed 2026-10-13
Crumly & Associates Inc.
CLOSED
Shares0 from 4,562
Change-4,562 (-100%)
Value$0 (-$230.7K)
Filed 2026-10-07
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 4,531
Change-4,531 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,500
Change-4,500 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-03
RMG Wealth Management LLC
CLOSED
Shares0 from 4,366
Change-4,366 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-26
Prentice Wealth Management LLC
CLOSED
Shares0 from 4,336
Change-4,336 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-20
Tectonic Advisors LLC
CLOSED
Shares0 from 4,097
Change-4,097 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-22
Courier Capital LLC
CLOSED
Shares0 from 4,087
Change-4,087 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-19
Sound Income Strategies, LLC
CLOSED
Shares0 from 4,074
Change-4,074 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-09
Strong Retirement Solutions LLC
CLOSED
Shares0 from 4,002
Change-4,002 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-07
Angeles Wealth Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,966
Change-1,966 (-100%)
Value$0 (-$99.4K)
Filed 2026-10-14
Maseco LLP
CLOSED
Shares0 from 1,224
Change-1,224 (-100%)
Value$0 (-$61.9K)
Filed 2026-10-27
GGM Financial LLC
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$60.0K)
Filed 2026-11-05
Toth Financial Advisory Corp
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$46.4K)
Filed 2026-10-08
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$45.4K)
Filed 2026-11-03
Beacon Financial Strategies Corp
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$31.1K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$18.7K)
Filed 2026-10-15
Oakworth Capital, Inc.
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-15
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$51)
Filed 2026-11-02
RHL Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$51)
Filed 2026-11-04
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$4.4M (+$56.2K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$863.6K (+$163.9K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 98,255,683
Change-98,255,683 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 63,410,002
Change-63,410,002 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,992,863
Change-19,992,863 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,129,440
Change-18,129,440 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,758,242
Change-13,758,242 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,793,148
Change-12,793,148 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,005,579
Change-12,005,579 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,835,783
Change-11,835,783 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,881,452
Change-9,881,452 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,111,281
Change-6,111,281 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,448,316
Change-5,448,316 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,291,854
Change-5,291,854 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,289,310
Change-4,289,310 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,090,820
Change-4,090,820 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,647,775
Change-3,647,775 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,839,964
Change-2,839,964 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,714,023
Change-2,714,023 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 2,701,053
Change-2,701,053 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,667,552
Change-2,667,552 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,360,792
Change-2,360,792 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,142,892
Change-2,142,892 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,057,137
Change-2,057,137 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,988,463
Change-1,988,463 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,804,211
Change-1,804,211 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,774,918
Change-1,774,918 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,580,803
Change-1,580,803 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 1,303,970
Change-1,303,970 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,300,703
Change-1,300,703 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,282,964
Change-1,282,964 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,272,405
Change-1,272,405 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,260,051
Change-1,260,051 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,181,875
Change-1,181,875 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,174,372
Change-1,174,372 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,168,286
Change-1,168,286 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,125,142
Change-1,125,142 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,104,176
Change-1,104,176 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,099,150
Change-1,099,150 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,074,374
Change-1,074,374 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,060,184
Change-1,060,184 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,046,242
Change-1,046,242 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,002,831
Change-1,002,831 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 986,804
Change-986,804 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 953,692
Change-953,692 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 912,435
Change-912,435 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 905,774
Change-905,774 (-100%)
Value—
Stephens Inc
N/A
Shares— from 826,961
Change-826,961 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 794,088
Change-794,088 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 722,623
Change-722,623 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 718,740
Change-718,740 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 714,153
Change-714,153 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 706,267
Change-706,267 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 695,481
Change-695,481 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 686,045
Change-686,045 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 668,362
Change-668,362 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 663,670
Change-663,670 (-100%)
Value—
&partners
N/A
Shares— from 623,361
Change-623,361 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 621,985
Change-621,985 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 612,480
Change-612,480 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 587,095
Change-587,095 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 565,252
Change-565,252 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 553,871
Change-553,871 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 544,767
Change-544,767 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 518,316
Change-518,316 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 504,872
Change-504,872 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 494,716
Change-494,716 (-100%)
Value—
American Trust
N/A
Shares— from 468,313
Change-468,313 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 463,219
Change-463,219 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 456,852
Change-456,852 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 447,169
Change-447,169 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 431,876
Change-431,876 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 421,402
Change-421,402 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 409,731
Change-409,731 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 399,763
Change-399,763 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 396,256
Change-396,256 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 388,798
Change-388,798 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 388,423
Change-388,423 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 381,370
Change-381,370 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 375,686
Change-375,686 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 374,421
Change-374,421 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 370,632
Change-370,632 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 363,695
Change-363,695 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 363,347
Change-363,347 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 359,025
Change-359,025 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 349,951
Change-349,951 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 327,971
Change-327,971 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 326,485
Change-326,485 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 324,561
Change-324,561 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 320,363
Change-320,363 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 319,769
Change-319,769 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 313,432
Change-313,432 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 311,291
Change-311,291 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 306,036
Change-306,036 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 298,529
Change-298,529 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 295,794
Change-295,794 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 279,870
Change-279,870 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 279,354
Change-279,354 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 278,757
Change-278,757 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 272,457
Change-272,457 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 269,355
Change-269,355 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 266,603
Change-266,603 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 265,262
Change-265,262 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 261,625
Change-261,625 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 261,136
Change-261,136 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 247,217
Change-247,217 (-100%)
Value—
Invst, LLC
N/A
Shares— from 235,002
Change-235,002 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 231,209
Change-231,209 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 228,759
Change-228,759 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 226,494
Change-226,494 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 226,339
Change-226,339 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 223,060
Change-223,060 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 219,027
Change-219,027 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 215,388
Change-215,388 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 209,203
Change-209,203 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 208,413
Change-208,413 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 206,798
Change-206,798 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 205,153
Change-205,153 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 204,252
Change-204,252 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 204,214
Change-204,214 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 200,888
Change-200,888 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200,579
Change-200,579 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 200,054
Change-200,054 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 198,598
Change-198,598 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 197,941
Change-197,941 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 196,511
Change-196,511 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 195,800
Change-195,800 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 192,703
Change-192,703 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 191,705
Change-191,705 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 188,126
Change-188,126 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 187,979
Change-187,979 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 184,273
Change-184,273 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 183,973
Change-183,973 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 183,523
Change-183,523 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 182,549
Change-182,549 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 178,785
Change-178,785 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 176,450
Change-176,450 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 175,937
Change-175,937 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 167,437
Change-167,437 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 164,890
Change-164,890 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 158,574
Change-158,574 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 154,414
Change-154,414 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 153,173
Change-153,173 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 149,899
Change-149,899 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 148,582
Change-148,582 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 148,546
Change-148,546 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 148,376
Change-148,376 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 144,677
Change-144,677 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 141,635
Change-141,635 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 138,507
Change-138,507 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 138,036
Change-138,036 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 136,583
Change-136,583 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 135,181
Change-135,181 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 133,274
Change-133,274 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 132,222
Change-132,222 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 131,826
Change-131,826 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 128,942
Change-128,942 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 127,010
Change-127,010 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 125,954
Change-125,954 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 125,148
Change-125,148 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 122,371
Change-122,371 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 120,095
Change-120,095 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 117,331
Change-117,331 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 115,809
Change-115,809 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 114,051
Change-114,051 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 111,433
Change-111,433 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 110,745
Change-110,745 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 110,431
Change-110,431 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 108,040
Change-108,040 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 106,501
Change-106,501 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 105,201
Change-105,201 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 104,291
Change-104,291 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 103,711
Change-103,711 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 103,383
Change-103,383 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 102,696
Change-102,696 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 101,560
Change-101,560 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 101,307
Change-101,307 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 101,191
Change-101,191 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 100,560
Change-100,560 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 98,105
Change-98,105 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 98,013
Change-98,013 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 97,059
Change-97,059 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 96,852
Change-96,852 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 92,801
Change-92,801 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 91,320
Change-91,320 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 89,892
Change-89,892 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 89,569
Change-89,569 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 89,474
Change-89,474 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 88,229
Change-88,229 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 86,883
Change-86,883 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 85,244
Change-85,244 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 85,039
Change-85,039 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 84,694
Change-84,694 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 84,218
Change-84,218 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 82,927
Change-82,927 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 82,145
Change-82,145 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 81,730
Change-81,730 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 81,673
Change-81,673 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 80,942
Change-80,942 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 80,939
Change-80,939 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 80,466
Change-80,466 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 79,780
Change-79,780 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 77,195
Change-77,195 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 77,045
Change-77,045 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 75,093
Change-75,093 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 73,703
Change-73,703 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 73,552
Change-73,552 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 73,512
Change-73,512 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 72,039
Change-72,039 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 71,424
Change-71,424 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 70,928
Change-70,928 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 70,052
Change-70,052 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 69,614
Change-69,614 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 69,604
Change-69,604 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,532
Change-69,532 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 67,669
Change-67,669 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 66,808
Change-66,808 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 65,041
Change-65,041 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 64,871
Change-64,871 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 64,219
Change-64,219 (-100%)
Value—
Nwam LLC
N/A
Shares— from 64,171
Change-64,171 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 63,435
Change-63,435 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 62,784
Change-62,784 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 62,713
Change-62,713 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 61,371
Change-61,371 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 59,932
Change-59,932 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 59,404
Change-59,404 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 57,417
Change-57,417 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 56,650
Change-56,650 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 56,208
Change-56,208 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 56,066
Change-56,066 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 53,701
Change-53,701 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 52,828
Change-52,828 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 51,400
Change-51,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 51,153
Change-51,153 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 49,444
Change-49,444 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 49,282
Change-49,282 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 49,203
Change-49,203 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 48,750
Change-48,750 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 48,731
Change-48,731 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 48,067
Change-48,067 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 45,407
Change-45,407 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 44,318
Change-44,318 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 43,574
Change-43,574 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 43,457
Change-43,457 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 43,311
Change-43,311 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 42,846
Change-42,846 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 42,640
Change-42,640 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 42,319
Change-42,319 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 42,123
Change-42,123 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 42,054
Change-42,054 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 41,502
Change-41,502 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 41,122
Change-41,122 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,764
Change-40,764 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 40,556
Change-40,556 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 40,365
Change-40,365 (-100%)
Value—
FCA Corp
N/A
Shares— from 40,117
Change-40,117 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 39,397
Change-39,397 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 38,994
Change-38,994 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 38,838
Change-38,838 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 38,747
Change-38,747 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 38,488
Change-38,488 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 37,628
Change-37,628 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 36,807
Change-36,807 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 36,806
Change-36,806 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 35,660
Change-35,660 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 34,917
Change-34,917 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 34,243
Change-34,243 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 34,086
Change-34,086 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 33,551
Change-33,551 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 32,939
Change-32,939 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,157
Change-31,157 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 30,865
Change-30,865 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,366
Change-30,366 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 29,853
Change-29,853 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 29,515
Change-29,515 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 27,603
Change-27,603 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 27,352
Change-27,352 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 26,933
Change-26,933 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 26,763
Change-26,763 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 26,475
Change-26,475 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 26,429
Change-26,429 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,785
Change-25,785 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,763
Change-25,763 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,721
Change-25,721 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 25,631
Change-25,631 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 25,290
Change-25,290 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 25,036
Change-25,036 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 24,926
Change-24,926 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 24,915
Change-24,915 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 24,654
Change-24,654 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,600
Change-24,600 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 22,855
Change-22,855 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 21,988
Change-21,988 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 21,419
Change-21,419 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 21,396
Change-21,396 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 21,295
Change-21,295 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,859
Change-20,859 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 20,234
Change-20,234 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 19,999
Change-19,999 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 19,706
Change-19,706 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 19,343
Change-19,343 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 19,207
Change-19,207 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 19,170
Change-19,170 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 18,638
Change-18,638 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 18,451
Change-18,451 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 18,091
Change-18,091 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,434
Change-17,434 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 17,422
Change-17,422 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 17,408
Change-17,408 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 17,374
Change-17,374 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 16,268
Change-16,268 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 16,102
Change-16,102 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 15,891
Change-15,891 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,788
Change-15,788 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,090
Change-15,090 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 14,991
Change-14,991 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 14,721
Change-14,721 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 13,673
Change-13,673 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 12,972
Change-12,972 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 12,334
Change-12,334 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 12,057
Change-12,057 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 11,328
Change-11,328 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 11,248
Change-11,248 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,843
Change-10,843 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 10,781
Change-10,781 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,352
Change-10,352 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10,198
Change-10,198 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 9,953
Change-9,953 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 9,113
Change-9,113 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,949
Change-8,949 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 8,611
Change-8,611 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 8,102
Change-8,102 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 7,033
Change-7,033 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 6,330
Change-6,330 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,326
Change-6,326 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 876
Change-876 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 592
Change-592 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 485
Change-485 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 336
Change-336 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 304
Change-304 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 141
Change-141 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
HB Wealth Management, LLC
INCREASED10,307,46210,065,428+242,034+2%$506.5M$516.7M+$10.2M2026-10-23
Temasek Holdings (Private) Ltd
UNCHANGED5,919,4945,919,49400%$299.3M$298.2M-$1.2M2026-10-28
Foster Dykema Cabot & Partners, LLC
DECREASED4,767,8134,831,585-63,772-1%$244.3M$240.2M-$4.2M2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED3,751,7223,883,899-132,177-3%$195.7M$188.6M-$7.1M2026-10-13
Assetmark, Inc
INCREASED3,210,5091,778,961+1,431,548+80%$90.0M$161.7M+$71.8M2026-10-21
Adventist Health System Sunbelt Healthcare Corp
UNCHANGED2,455,0932,455,09300%$124.2M$123.7M-$491.0K2026-11-02
Cornerstone Management, Inc.
INCREASED2,386,6542,248,144+138,510+6%$113.7M$120.2M+$6.5M2026-10-16
Fifth Third Bancorp
INCREASED2,231,5772,170,646+60,931+3%$109.8M$112.4M+$2.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED2,140,2012,005,435+134,766+7%$101.4M$107.8K-$101.3M2026-11-02
Quadrant Capital Group LLC
INCREASED2,123,1171,973,968+149,149+8%$99.8M$106.8M+$7.0M2026-10-20
Commonwealth Equity Services, LLC
DECREASED2,056,0352,080,200-24,165-1%$105.2M$103.6M-$1.6M2026-11-02
Greenwood Gearhart LLC
INCREASED1,890,5991,827,293+63,306+3%$92.4M$95.2M+$2.8M2026-11-02
Phoenix Wealth Advisors
INCREASED1,550,530994,969+555,561+56%$50.3M$78.1M+$27.8M2026-11-03
Capital Asset Advisory Services LLC
INCREASED1,424,9311,185,486+239,445+20%$60.0M$71.8M+$11.8M2026-10-30
Thrivent Financial for Lutherans
INCREASED1,415,0041,375,821+39,183+3%$69.6M$71.2M+$1.6M2026-11-05
Signaturefd, LLC
INCREASED1,380,4921,294,929+85,563+7%$65.5M$69.5M+$4.1M2026-10-23
Crane Advisory, LLC
INCREASED1,262,3391,198,932+63,407+5%$60.5M$63.4M+$2.9M2026-10-13
Fluent Financial, LLC
INCREASED1,217,803219,706+998,097+454%$11.1M$61.3M+$50.2M2026-10-13
AdvisorNet Financial, Inc
INCREASED968,845821,078+147,767+18%$41.5M$48.7M+$7.2M2026-10-15
Flagship Harbor Advisors, LLC
INCREASED910,316846,270+64,046+8%$42.8M$45.9M+$3.1M2026-10-26
Members Capital Advisors Inc
DECREASED880,000900,000-20,000-2%$45.5M$44.3M-$1.2M2026-10-26
Roof Eidam Maycock Peralta, LLC
INCREASED879,803670,922+208,881+31%$33.9M$44.3M+$10.4M2026-10-15
AlphaCore Capital LLC
DECREASED844,637885,033-40,396-5%$44.8M$42.5M-$2.2M2026-11-04
Lido Advisors, LLC
INCREASED844,487685,795+158,692+23%$34.7M$42.5M+$7.9M2026-11-04
Citizens Financial Group Inc
INCREASED844,028838,201+5,827+1%$42.4M$42.5M+$125.9K2026-10-23
LexAurum Advisors, LLC
INCREASED816,195619,993+196,202+32%$31.4M$41.1M+$9.8M2026-10-19
Alpha Omega Wealth Management LLC
INCREASED806,317797,365+8,952+1%$40.3M$40.6M+$291.5K2026-10-23
Great Point Wealth Advisors, LLC
INCREASED782,276744,455+37,821+5%$37.6M$39.4M+$1.8M2026-10-15
Kestra Advisory Services, LLC
INCREASED761,636678,604+83,032+12%$34.3M$38.4M+$4.0M2026-11-02
Cobblestone Asset Management LLC
INCREASED752,655716,865+35,790+5%$36.3M$37.9M+$1.7M2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED742,812643,064+99,748+16%$32.5M$37.4M+$4.9M2026-10-29
Rosenberg Matthew Hamilton
INCREASED723,286681,739+41,547+6%$34.5M$36.4M+$2.0M2026-10-05
Nova Financial LLC
NEW688,143—+688,143——$34.7M—2026-11-04
Dynamic Advisor Solutions LLC
INCREASED686,831654,851+31,980+5%$33.1M$34.6M+$1.5M2026-10-13
Family Investment Center, Inc.
INCREASED667,017439,827+227,190+52%$22.2M$33.6M+$11.4M2026-10-19
Roberts Wealth Advisors, LLC
INCREASED665,977658,706+7,271+1%$33.3M$33.5M+$234.5K2026-10-14
Beacon Investment Advisory Services, Inc.
INCREASED658,281640,700+17,581+3%$32.4M$33.2M+$757.4K2026-10-13
StrongBox Wealth, LLC
INCREASED655,672618,387+37,285+6%$31.3M$33.0M+$1.8M2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED641,491427,771+213,720+50%$21.6M$32.3M+$10.7M2026-10-09
Montag A & Associates Inc
INCREASED631,969610,033+21,936+4%$30.8M$31.8M+$982.9K2026-10-29
Legacy CG, LLC
INCREASED611,325354,161+257,164+73%$17.9M$30.8M+$12.9M2026-10-30
MBM Wealth Consultants, LLC
INCREASED604,634560,962+43,672+8%$28.4M$30.5M+$2.1M2026-10-20
San Luis Wealth Advisors LLC
INCREASED592,482490,768+101,714+21%$24.8M$29.8M+$5.0M2026-10-27
Ridgepath Capital Management LLC
INCREASED586,735367,780+218,955+60%$18.6M$29.6M+$11.0M2026-10-29
Penney Financial, LLC
INCREASED582,97584,243+498,732+592%$4.3M$29.4M+$25.1M2026-10-20
SkyOak Wealth, LLC
DECREASED576,052581,430-5,378-1%$29.4M$29.0M-$387.2K2026-10-28
IMZ Advisory Inc
INCREASED575,722571,842+3,880+1%$28.9M$29.0M+$81.1K2026-11-03
Weatherly Asset Management L. P.
INCREASED563,862543,560+20,302+4%$27.5M$28.4M+$913.9K2026-10-20
Evensky & Katz LLC
INCREASED553,742547,556+6,186+1%$27.7M$27.9K-$27.7M2026-10-27
Truist Financial Corp
INCREASED544,085298,476+245,609+82%$15.1M$27.4M+$12.3M2026-10-30
Financial Solutions Advisory Group, Inc.
INCREASED542,565304,972+237,593+78%$15.4M$27.3M+$11.9M2026-10-28
Lpwm LLC
DECREASED542,498546,360-3,862-1%$27.6M$27.3M-$303.8K2026-10-20
MGO One Seven LLC
DECREASED531,436551,569-20,133-4%$27.9M$26.8M-$1.1M2026-10-28
Leverty Financial Group, LLC
INCREASED508,568504,422+4,146+1%$25.5M$25.6M+$108.0K2026-10-08
ACT Advisors, Llc.
INCREASED503,937500,113+3,824+1%$25.3M$25.4M+$92.6K2026-10-15
Cahaba Wealth Management, Inc.
INCREASED497,729446,878+50,851+11%$22.6M$25.1M+$2.5M2026-10-26
Ironwood Wealth Management, Inc.
INCREASED493,206492,953+253+0%$24.9M$24.8M-$76.0K2026-10-14
Arbor Investment Advisors, LLC
INCREASED490,285471,203+19,082+4%$23.8M$24.7M+$866.9K2026-10-26
Exchange Traded Concepts, LLC
DECREASED483,372537,730-54,358-10%$27.2M$24.3M-$2.8M2026-10-28
Independent Financial Group, LLC
INCREASED480,475412,854+67,621+16%$20.9M$24.2M+$3.3M2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED479,311475,806+3,505+1%$24.1M$24.1M+$81.4K2026-11-04
Verdence Capital Advisors LLC
NEW476,535—+476,535——$24.0M—2026-10-26
Encompass Wealth Advisors, LLC
INCREASED467,154228,437+238,717+105%$11.6M$23.5M+$12.0M2026-10-15
Jacobi Capital Management LLC
DECREASED465,633476,780-11,147-2%$24.1M$23.5M-$656.8K2026-11-05
Souders Financial Advisors
INCREASED460,740456,124+4,616+1%$23.1M$23.2M+$141.3K2026-11-03
Morton Capital Management LLC
DECREASED451,584573,696-122,112-21%$29.0M$22.7M-$6.3M2026-10-23
Highline Wealth Partners LLC
DECREASED434,801651,468-216,667-33%$32.9M$21.9M-$11.0M2026-10-19
Spire Wealth Management
DECREASED433,080482,831-49,751-10%$24.4M$21.8M-$2.6M2026-10-30
Appleton Partners Inc
DECREASED429,109449,897-20,788-5%$22.8M$21.6K-$22.7M2026-10-30
Capital Investment Advisory Services, LLC
INCREASED422,584414,063+8,521+2%$20.9M$21.3M+$345.6K2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED421,870356,830+65,040+18%$18.0M$21.2M+$3.2M2026-10-14
Farther Finance Advisors, LLC
INCREASED420,309394,888+25,421+6%$20.0M$21.2M+$1.2M2026-10-08
WJ Wealth Management, LLC
INCREASED420,142394,346+25,796+7%$19.9M$21.2M+$1.2M2026-11-03
Three Seasons Wealth, LLC
INCREASED419,553143,497+276,056+192%$7.3M$21.1M+$13.9M2026-11-03
Mascoma Wealth Management LLC
INCREASED406,296396,714+9,582+2%$20.1M$20.5M+$403.3K2026-10-23
Ridgeline Wealth Planning, LLC
INCREASED406,039395,728+10,311+3%$20.0M$20.5M+$440.2K2026-10-29
First Business Financial Services, Inc.
INCREASED398,326363,803+34,523+9%$18.4M$20.1M+$1.7M2026-10-29
YHB Investment Advisors, Inc.
DECREASED397,889411,749-13,860-3%$20.8M$20.0M-$780.5K2026-10-08
Financial Management Professionals, Inc.
INCREASED389,046383,190+5,856+2%$19.4M$19.6M+$218.3K2026-10-23
JFS Wealth Advisors, LLC
INCREASED383,848337,387+46,461+14%$17.1M$19.3M+$2.3M2026-11-03
Beacon Bank & Trust
DECREASED378,711380,948-2,237-1%$19.3M$19.1M-$188.9K2026-10-27
Soltis Investment Advisors LLC
INCREASED378,322374,519+3,803+1%$18.9M$19.1M+$116.7K2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
INCREASED376,694330,396+46,298+14%$16.7M$19.0M+$2.3M2026-10-09
Clarus Group, Inc.
DECREASED368,166440,964-72,798-17%$22.3M$18.5M-$3.8M2026-10-21
Kwmg, LLC
INCREASED360,964332,252+28,712+9%$16.8M$18.2M+$1.4M2026-10-07
Mission Wealth Management, LP
DECREASED349,144371,068-21,924-6%$18.8M$17.6M-$1.2M2026-10-15
Noesis Capital Mangement Corp
DECREASED349,045380,490-31,445-8%$19.2M$17.6M-$1.7M2026-10-26
Diversify Wealth Management, LLC
DECREASED348,405394,799-46,394-12%$19.9M$17.5M-$2.4M2026-10-20
Diversify Advisory Services, LLC
DECREASED348,405394,799-46,394-12%$19.9M$17.5M-$2.4M2026-10-20
Aprio Wealth Management, LLC
INCREASED348,056312,840+35,216+11%$15.8M$17.5M+$1.7M2026-10-28
Krilogy Financial LLC
INCREASED345,990264,477+81,513+31%$13.4M$17.4M+$4.0M2026-10-13
Apollon Wealth Management, LLC
INCREASED344,761315,057+29,704+9%$15.9M$17.4M+$1.4M2026-10-23
Selby Wealth Management, LLC
DECREASED343,414345,746-2,332-1%$17.5M$17.3M-$186.6K2026-10-16
Cooper Financial Group
DECREASED339,962355,291-15,329-4%$18.0M$17.1M-$843.2K2026-10-07
Elevatus Welath Management
INCREASED336,736259,004+77,732+30%$13.1M$17.0M+$3.9M2026-10-19
Mainstream Capital Management LLC
DECREASED336,297402,230-65,933-16%$20.3M$16.9M-$3.4M2026-10-23
IronBridge Private Wealth, LLC
DECREASED329,974332,184-2,210-1%$16.8M$16.6M-$177.8K2026-11-03
Prospera Financial Services Inc
DECREASED325,987346,668-20,681-6%$17.5M$16.4M-$1.1M2026-11-04
Heritage OAK Wealth Advisors LLC
DECREASED323,733369,961-46,228-12%$18.7M$16.3M-$2.4M2026-10-14
Massachusetts Wealth Management
INCREASED321,015277,545+43,470+16%$14.0M$16.2M+$2.1M2026-10-21
VCI Wealth Management LLC
DECREASED318,215342,342-24,127-7%$17.3M$16.0M-$1.3M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED316,361170,594+145,767+85%$8.6M$15.9M+$7.3M2026-10-16
Kendall Capital Management
INCREASED315,170278,967+36,203+13%$14.1M$15.9M+$1.8M2026-10-23
Rahlfs Capital, LLC
INCREASED312,750201,780+110,970+55%$10.2M$15.8M+$5.5M2026-10-23
Elmwood Wealth Management, Inc.
INCREASED307,786194,430+113,356+58%$9.8M$15.5M+$5.7M2026-10-14
Guardian Wealth Advisors, LLC
INCREASED307,666230,696+76,970+33%$11.7M$15.5M+$3.8M2026-10-30
Retirement Guys Formula LLC
DECREASED301,606306,792-5,186-2%$15.5M$15.2M-$322.6K2026-10-26
Axxcess Wealth Management, LLC
DECREASED300,3341,922,804-1,622,470-84%$97.2M$15.1M-$82.1M2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED296,788342,661-45,873-13%$17.3M$14.9M-$2.4M2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED286,687210,052+76,635+36%$10.6M$14.4M+$3.8M2026-10-23
Buck Wealth Strategies, LLC
INCREASED283,554267,213+16,341+6%$13.5M$14.3M+$769.7K2026-10-28
Aspen Wealth Management LLC
INCREASED281,556262,094+19,462+7%$13.3M$14.2M+$927.9K2026-10-14
Lane Brothers & Co Inc
DECREASED274,315341,660-67,345-20%$17.3M$13.8M-$3.5M2026-11-02
Resonant Capital Advisors, LLC
INCREASED273,270273,155+115+0%$13.8M$13.8M-$48.8K2026-10-15
Nfsg Corp
INCREASED272,370184,879+87,491+47%$9.3M$13.7M+$4.4M2026-10-15
Simon Quick Advisors, LLC
INCREASED267,523263,773+3,750+1%$13.3M$13.5M+$136.2K2026-10-26
Bluedoor Private Wealth, LLC
DECREASED261,144283,265-22,121-8%$14.3M$13.2M-$1.2M2026-11-05
J.W. Cole Advisors, Inc.
INCREASED259,917248,788+11,129+4%$12.6M$13.1M+$510.8K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED253,099167,663+85,436+51%$8.5M$12.7M+$4.3M2026-10-08
Taylor Securities Services, Inc.
INCREASED246,021238,932+7,089+3%$12.1M$12.4M+$309.3K2026-10-20
Bfsg, LLC
DECREASED245,888256,007-10,119-4%$12.9M$12.4M-$560.9K2026-10-30
Rockingstone Advisors LLC
INCREASED242,162224,847+17,315+8%$11.4M$12.2M+$827.2K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED240,441120,290+120,151+100%$6.1M$12.1M+$6.0M2026-10-13
Winthrop Advisory Group LLC
INCREASED238,570197,378+41,192+21%$10.0M$12.0M+$2.0M2026-10-22
Kestra Private Wealth Services, LLC
INCREASED237,910171,522+66,388+39%$8.7M$12.0M+$3.3M2026-10-30
IFP Advisors, Inc
DECREASED237,172245,334-8,162-3%$12.4M$11.9M-$460.2K2026-10-16
Syverson Strege & Co
INCREASED236,897212,175+24,722+12%$10.7M$11.9M+$1.2M2026-11-02
Independent Wealth Network Inc.
DECREASED236,829242,635-5,806-2%$12.3M$11.9M-$341.0K2026-10-19
Cerro Pacific Wealth Advisors LLC
DECREASED236,452388,992-152,540-39%$19.7M$11.9M-$7.8M2026-10-22
Financial Enhancement Group LLC
INCREASED231,856198,946+32,910+17%$10.1M$11.7M+$1.6M2026-10-08
Redw Wealth LLC
DECREASED231,026242,930-11,904-5%$12.3M$11.6M-$648.2K2026-11-02
Perigon Wealth Management, LLC
INCREASED229,764195,123+34,641+18%$9.9M$11.6M+$1.7M2026-10-22
5th Street Advisors, LLC
INCREASED228,305222,536+5,769+3%$11.3M$11.5M+$246.0K2026-11-04
Integrity Alliance, Llc.
INCREASED227,309202,837+24,472+12%$10.3M$11.4M+$1.2M2026-10-29
Perennial Advisors, LLC
INCREASED223,683214,996+8,687+4%$10.9M$11.3M+$394.6K2026-10-13
Insight Wealth Partners, LLC
DECREASED220,989240,079-19,090-8%$12.1M$11.1M-$1.0M2026-10-26
Legacy Private Trust Co.
INCREASED220,89480,436+140,458+175%$4.1M$11.1M+$7.1M2026-10-06
NavPoint Financial, Inc.
DECREASED220,349250,122-29,773-12%$12.6M$11.1M-$1.5M2026-10-21
Ceera Investments, LLC
DECREASED219,834266,246-46,412-17%$13.5M$11.1M-$2.4M2026-11-02
KMG Fiduciary Partners, LLC
DECREASED218,513228,267-9,754-4%$11.5M$11.0M-$537.0K2026-10-14
Flavin Financial Services, Inc.
INCREASED216,508184,873+31,635+17%$9.3M$10.9M+$1.6M2026-10-21
Donoghue Forlines LLC
NEW216,262—+216,262——$10.9M—2026-11-02
FSM Wealth Advisors, LLC
INCREASED215,693206,622+9,071+4%$10.4M$10.8M+$400.5K2026-10-27
Symphony Financial, Ltd. Co.
DECREASED213,796214,738-9420%$10.9M$10.8M-$88.8K2026-10-22
Sowell Financial Services LLC
DECREASED212,477353,105-140,628-40%$17.9M$10.7M-$7.2M2026-10-23
HBW Advisory Services LLC
DECREASED211,186226,942-15,756-7%$11.5M$10.6M-$839.0K2026-10-15
J2 Capital Management Inc
NEW210,114—+210,114——$10.6M—2026-10-19
Paradigm, Strategies in Wealth Management, LLC
DECREASED207,396244,963-37,567-15%$12.4M$10.4M-$1.9M2026-10-16
Meridian Financial Advisors, LLC
INCREASED207,218195,332+11,886+6%$9.9M$10.4M+$559.6K2026-10-14
Integrity Wealth Advisors, Inc.
NEW204,885—+204,885——$10.3M—2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED204,305198,439+5,866+3%$10.0M$10.3M+$255.8K2026-11-03
Beacon Financial Advisory LLC
INCREASED201,778168,730+33,048+20%$8.5M$10.2M+$1.6M2026-10-16
Security National Bank
INCREASED201,479134,419+67,060+50%$6.8M$10.1M+$3.4M2026-10-26
GFS Advisors, LLC
NEW197,700—+197,700——$10.0M—2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED196,999214,270-17,271-8%$10.8M$9.9M-$912.8K2026-10-20
Enclave Advisors LLC
INCREASED192,699176,500+16,199+9%$8.9M$9.7M+$780.7K2026-10-14
Hardworking Capital Advisors, LLC
INCREASED191,659161,509+30,150+19%$8.2M$9.7M+$1.5M2026-10-20
Prosperitas Financial LLC
DECREASED191,364194,337-2,973-2%$9.8M$9.6M-$188.6K2026-10-28
Financial Security Advisor, Inc.
DECREASED190,627208,104-17,477-8%$10.5M$9.6M-$921.9K2026-11-03
Firestone Capital Management
INCREASED188,976182,866+6,110+3%$9.2M$9.5M+$271.2K2026-11-03
Choreo, LLC
INCREASED188,502185,104+3,398+2%$9.4M$9.5M+$134.1K2026-10-28
Scott Capital Advisors, LLC
INCREASED187,699184,730+2,969+2%$9.3M$9.4M+$93.8K2026-10-13
Worth Asset Management, LLC
INCREASED187,616103,523+84,093+81%$5.2M$9.5M+$4.2M2026-10-07
Daymark Wealth Partners, LLC
DECREASED185,174194,329-9,155-5%$9.8M$9.3M-$500.0K2026-11-04
Cardinal Strategic Wealth Guidance
INCREASED177,434151,018+26,416+17%$7.6M$8.9M+$1.3M2026-11-02
Independent Solutions Wealth Management, LLC
INCREASED175,534164,140+11,394+7%$8.3M$8.8M+$541.1K2026-10-28
Atria Investments, Inc
INCREASED172,631124,833+47,798+38%$6.3M$8.7M+$2.4M2026-10-15
Cottage Street Advisors LLC
DECREASED172,477179,231-6,754-4%$9.1M$8.7M-$376.1K2026-10-19
CRA Financial Services, LLC
INCREASED171,549160,504+11,045+7%$8.1M$8.6M+$524.2K2026-10-16
Helium Advisors LLC
INCREASED171,128170,861+267+0%$8.6M$8.6M-$20.7K2026-10-23
Silverlake Wealth Management LLC
INCREASED169,859157,208+12,651+8%$8.0M$8.6M+$605.8K2026-10-21
Interchange Capital Partners, LLC
DECREASED164,213195,303-31,090-16%$9.9M$8.3M-$1.6M2026-10-28
Apella Capital, LLC
DECREASED162,894181,816-18,922-10%$9.2M$8.2M-$980.3K2026-10-08
Sherman Wealth Management LLC
INCREASED162,809124,725+38,084+31%$6.3M$8.2M+$1.9M2026-10-16
Strategent Financial, LLC
INCREASED161,67850,348+111,330+221%$2.5M$8.1M+$5.6M2026-10-30
Archford Capital Strategies, LLC
INCREASED160,519154,344+6,175+4%$7.8M$8.1M+$280.1K2026-10-19
Oarsman Capital, Inc.
INCREASED159,399145,712+13,687+9%$7.4M$8.0M+$660.2K2026-11-05
Fonville Wealth Management LLC
INCREASED158,029121,290+36,739+30%$6.1M$8.0M+$1.8M2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED157,52416,135+141,389+876%$816.0K$7.9M+$7.1M2026-10-09
Chatham Capital Group, Inc.
DECREASED156,069156,369-3000%$7.9M$7.9M-$46.4K2026-10-16
D.A. Davidson & Co.
DECREASED155,340217,686-62,346-29%$11.0M$7.8M-$3.2M2026-10-28
Hudock, Inc.
DECREASED154,615167,347-12,732-8%$8.5M$7.8M-$674.8K2026-10-14
Tradewinds Capital Management, LLC
DECREASED153,216165,664-12,448-8%$8.4M$7.7M-$660.2K2026-10-23
Stone Wealth Partners
INCREASED152,3957,470+144,925+1940%$377.8K$7.7M+$7.3M2026-11-05
Lodestone Wealth Management LLC
INCREASED150,897142,701+8,196+6%$7.2M$7.6M+$384.3K2026-10-14
Howard Financial Services, Ltd.
DECREASED148,088148,900-812-1%$7.5M$7.5M-$70.7K2026-10-15
Citigroup Inc
DECREASED146,4501,335,879-1,189,429-89%$67.6M$7.4M-$60.2M2026-11-04
Ascentis Wealth Management, LLC
INCREASED146,443133,147+13,296+10%$6.7M$7.4M+$643.1K2026-11-03
Woodside Wealth Management LLC
INCREASED145,583138,685+6,898+5%$7.0M$7.3M+$319.7K2026-10-16
Parkside Investments, LLC
INCREASED145,534105,584+39,950+38%$5.3M$7.3M+$2.0M2026-10-20
BayBridge Capital Group, LLC
INCREASED143,441119,796+23,645+20%$6.1M$7.2M+$1.2M2026-10-13
Sharper & Granite LLC
DECREASED141,264209,969-68,705-33%$10.6M$7.1M-$3.5M2026-11-02
West Paces Advisors Inc.
DECREASED140,975169,640-28,665-17%$8.6M$7.1M-$1.5M2026-10-13
First Citizens Financial Corp
INCREASED139,734106,011+33,723+32%$5.4M$7.0M+$1.7M2026-10-02
Cathy Pareto & Associates, Inc
INCREASED138,811138,326+485+0%$7.0M$7.0M-$3.3K2026-10-15
Avestar Capital, LLC
DECREASED137,752166,243-28,491-17%$8.4M$6.9M-$1.5M2026-10-28
Vise Technologies, Inc.
DECREASED135,870151,112-15,242-10%$7.6M$6.8M-$797.9K2026-10-29
Davenport & Co LLC
INCREASED135,285124,068+11,217+9%$6.3M$6.8M+$540.2K2026-10-14
Hartford Financial Management Inc.
INCREASED134,583109,486+25,097+23%$5.5M$6.8M+$1.2M2026-10-21
Sovran Advisors, LLC
DECREASED134,092158,442-24,350-15%$8.0M$6.8M-$1.2M2026-11-02
O'Connor Financial Group LLC
DECREASED133,964161,674-27,710-17%$8.2M$6.7M-$1.4M2026-10-26
Pennsylvania Capital Management Inc
INCREASED133,48699,482+34,004+34%$5.0M$6.7M+$1.7M2026-11-05
Chicago Partners Investment Group LLC
INCREASED133,483108,659+24,824+23%$5.5M$6.7M+$1.2M2026-10-27
Intrua Financial, LLC
INCREASED131,536118,323+13,213+11%$6.0M$6.6M+$641.9K2026-10-28
Creative Financial Designs Inc
INCREASED131,305128,773+2,532+2%$6.5M$6.6M+$101.8K2026-11-04
Spectrum Planning & Advisory Services Inc.
DECREASED130,017221,477-91,460-41%$11.2M$6.5M-$4.7M2026-11-05
Certified Advisory Corp
INCREASED124,320108,241+16,079+15%$5.5M$6.3M+$788.2K2026-10-29
SAX Wealth Advisors, LLC
INCREASED123,7408,922+114,818+1287%$451.5K$6.2M+$5.8M2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED123,498112,722+10,776+10%$5.7M$6.2M+$520.3K2026-11-02
Pinnacle Associates LTD
INCREASED121,15999,921+21,238+21%$5.1M$6.1M+$1.0M2026-10-20
Autumn Glory Partners, LLC
INCREASED120,02683,182+36,844+44%$4.2M$6.0M+$1.8M2026-10-26
Integral Investment Advisors, Inc.
INCREASED116,236111,127+5,109+5%$5.6M$5.9M+$235.1K2026-11-03
Blue Water Asset Management
INCREASED115,883111,837+4,046+4%$5.7M$5.8M+$181.4K2026-11-04
Obsidian CIO, LLC
INCREASED113,69468,307+45,387+66%$3.5M$5.7M+$2.3M2026-11-05
BOS Asset Management, LLC
DECREASED113,044114,628-1,584-1%$5.8M$5.7M-$102.7K2026-10-09
Greenbush Financial Group, LLC
INCREASED112,678109,423+3,255+3%$5.5M$5.7M+$142.1K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED111,765113,027-1,262-1%$5.7M$5.6M-$86.1K2026-10-08
Gradient Capital Advisors, LLC
INCREASED111,130108,737+2,393+2%$5.5M$5.6M+$98.8K2026-10-21
Triumph Capital Management
DECREASED111,100122,061-10,961-9%$6.2M$5.6M-$576.5K2026-10-14
Endowment Wealth Management, Inc.
INCREASED110,69796,439+14,258+15%$4.9M$5.6M+$698.9K2026-11-03
Paragon Private Wealth Management, LLC
DECREASED109,987119,802-9,815-8%$6.1M$5.5M-$518.4K2026-10-20
Oppenheimer & Co Inc
DECREASED109,307126,335-17,028-13%$6.4M$5.5M-$883.0K2026-10-26
Forza Wealth Management, LLC
DECREASED108,493125,293-16,800-13%$6.3M$5.5M-$871.3K2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED107,96088,502+19,458+22%$4.5M$5.4M+$962.4K2026-10-07
Cynosure Group, LLC
DECREASED107,103119,235-12,132-10%$6.0M$5.4M-$634.9K2026-11-03
Meridian Financial Partners LLC
DECREASED106,718107,084-3660%$5.4M$5.4M-$35.5K2026-10-23
TD Waterhouse Canada Inc.
INCREASED105,53461,016+44,518+73%$3.1M$5.3M+$2.2M2026-10-16
Bank of New York Mellon Corp
DECREASED105,005108,762-3,757-3%$5.5M$5.3M-$211.0K2026-11-05
Clarity Asset Management, Inc.
INCREASED104,502103,051+1,451+1%$5.2M$5.3M+$52.5K2026-10-14
Wavvest Wealth LLC
NEW103,982—+103,982——$5.2M—2026-10-21
Brooklyn FI, LLC
INCREASED103,76387,297+16,466+19%$4.4M$5.2M+$807.5K2026-11-05
Saxony Capital Management, LLC
INCREASED103,04790,237+12,810+14%$4.6M$5.2M+$627.2K2026-10-15
MBA Advisors LLC
INCREASED102,79698,442+4,354+4%$5.0M$5.2M+$199.6K2026-10-29
HUB Investment Partners, LLC
DECREASED101,647107,645-5,998-6%$5.4M$5.1M-$323.7K2026-11-03
Madrid Wealth Management, LLC
INCREASED101,62083,666+17,954+21%$4.2M$5.1M+$887.6K2026-10-23
International Assets Investment Management, LLC
DECREASED99,932102,281-2,349-2%$5.2M$5.0M-$136.3K2026-11-02
CVS Health Corp
UNCHANGED98,50098,50000%$5.0M$5.0M-$19.7K2026-11-05
Promethium Advisors,llc
INCREASED98,24992,409+5,840+6%$4.7M$4.9M+$275.7K2026-10-19
Windsor Capital Management, LLC
DECREASED97,05098,179-1,129-1%$5.0M$4.9M-$76.5K2026-10-13
Capital Management Corp
DECREASED96,63699,980-3,344-3%$5.1M$4.9M-$188.5K2026-10-29
Chesley Taft & Associates LLC
INCREASED96,02592,750+3,275+4%$4.7M$4.8M+$146.4K2026-10-13
Smithbridge Asset Management Inc
INCREASED94,28087,983+6,297+7%$4.4M$4.7M+$299.6K2026-10-19
Canvas Wealth Advisors, LLC
INCREASED93,69459,533+34,161+57%$3.0M$4.7M+$1.7M2026-11-02
Central Trust Co
INCREASED91,90589,179+2,726+3%$4.5M$4.6M+$119.5K2026-11-05
North Forty Two & Co.
DECREASED90,68191,881-1,200-1%$4.6M$4.6M-$78.8K2026-10-19
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED89,49583,719+5,776+7%$4.2M$4.5M+$274.2K2026-10-15
WT Wealth Management
DECREASED88,880126,541-37,661-30%$6.4M$4.5M-$1.9M2026-10-13
Paragon Advisors, LLC
INCREASED88,48668,778+19,708+29%$3.5M$4.5M+$978.9K2026-11-03
Park Avenue Securities LLC
INCREASED86,76626,812+59,954+224%$1.4M$4.4K-$1.4M2026-10-26
MCF Advisors LLC
DECREASED86,151101,248-15,097-15%$5.1M$4.3M-$780.7K2026-10-28
Stewardship Advisors, LLC
INCREASED85,60384,278+1,325+2%$4.3M$4.3M+$49.9K2026-10-20
Cambridge Advisors Inc.
INCREASED85,54566,423+19,122+29%$3.4M$4.3M+$949.9K2026-10-19
Directional Asset Management
DECREASED84,70385,394-691-1%$4.3M$4.3M-$51.9K2026-10-22
Clear Creek Financial Management, LLC
DECREASED82,98883,639-651-1%$4.2M$4.2M-$49.5K2026-10-28
Dean, Jacobson Financial Services, LLC
DECREASED82,97488,571-5,597-6%$4.5M$4.2M-$299.6K2026-10-29
Salem Investment Counselors Inc
INCREASED82,61582,300+315+0%$4.2M$4.2M-$5932026-10-13
Mayfair Advisory Group, LLC
INCREASED82,16764,105+18,062+28%$3.2M$4.1M+$902.7K2026-10-20
Key FInancial Inc
INCREASED81,94258,569+23,373+40%$3.0M$4.1M+$1.2M2026-11-02
Cravens & Co Advisors, LLC
DECREASED81,64890,769-9,121-10%$4.6M$4.1M-$477.6K2026-10-16
Elevation Capital Advisory, LLC
DECREASED80,69795,980-15,283-16%$4.9M$4.1M-$789.0K2026-10-29
Formidable Asset Management, LLC
INCREASED79,91373,781+6,132+8%$3.7M$4.0M+$307.2K2026-11-03
Apeiron RIA LLC
DECREASED78,75480,553-1,799-2%$4.1M$4.0M-$118.5K2026-10-08
Parallel Advisors, LLC
INCREASED78,65771,311+7,346+10%$3.6M$4.0M+$355.7K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED77,93160,430+17,501+29%$3.1M$3.9M+$869.4K2026-10-23
Balboa Wealth Partners
INCREASED76,94768,388+8,559+13%$3.5M$3.9M+$417.4K2026-10-20
Tempus Wealth Planning, LLC
INCREASED76,53858,433+18,105+31%$3.0M$3.9M+$900.2K2026-10-14
Lee, Kelleher & Klein Wealth Management
INCREASED75,94870,688+5,260+7%$3.6M$3.8M+$250.8K2026-10-08
McCarthy Asset Management, Inc.
DECREASED75,92477,793-1,869-2%$3.9M$3.8M-$109.7K2026-10-20
JGP Wealth Management, LLC
DECREASED75,82276,069-2470%$3.8M$3.8M-$27.6K2026-10-13
Sage Financial Group Inc
INCREASED75,36861,003+14,365+24%$3.1M$3.8M+$711.4K2026-10-27
Trademark Financial Management, LLC
DECREASED75,04185,029-9,988-12%$4.3M$3.8M-$520.1K2026-10-23
Adell Harriman & Carpenter Inc
DECREASED74,89575,770-875-1%$3.8M$3.8M-$59.2K2026-11-02
Ballentine Capital Advisors, Inc
INCREASED74,57269,366+5,206+8%$3.5M$3.8M+$248.4K2026-10-14
Halbert Hargrove Global Advisors, LLC
INCREASED74,5318,466+66,065+780%$428.1K$3.8M+$3.3M2026-10-16
Howard Wealth Management, LLC
DECREASED73,65380,736-7,083-9%$4.1M$3.7M-$372.9K2026-10-28
Philip James Wealth Mangement, LLC
INCREASED73,62672,558+1,068+1%$3.7M$3.7M+$39.4K2026-10-27
Peterson Wealth Advisors, LLC
DECREASED73,561866,882-793,321-92%$43.8M$3.7M-$40.1M2026-10-08
Strategic Family Wealth Counselors, L.L.C.
DECREASED71,27871,392-1140%$3.6M$3.6M-$20.0K2026-10-29
Essex Bank
INCREASED70,44642,211+28,235+67%$2.1M$3.5M+$1.4M2026-10-16
Invariant Investment Management
DECREASED70,41777,592-7,175-9%$3.9M$3.5M-$377.5K2026-10-08
VVR Holdings LLC
DECREASED70,016150,027-80,011-53%$7.6M$3.5M-$4.1M2026-10-19
Nottingham Advisors, Inc.
DECREASED69,30271,704-2,402-3%$3.6M$3.5M-$140.0K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED69,24135,633+33,608+94%$1.8M$3.5M+$1.7M2026-11-04
USAdvisors Wealth Management, LLC
INCREASED69,16966,925+2,244+3%$3.4M$3.5K-$3.4M2026-10-21
Herold Advisors, Inc.
DECREASED67,82067,880-600%$3.4M$3.4M-$22.9K2026-10-19
Ellsworth Advisors, LLC
INCREASED67,80866,497+1,311+2%$3.4M$3.4M+$58.7K2026-10-15
Ascentis Independent Advisors
INCREASED67,077986+66,091+6703%$49.9K$3.4M+$3.3M2026-11-03
Novem Group
INCREASED66,90765,016+1,891+3%$3.3M$3.4M+$82.3K2026-10-19
Mullaney, Keating & Wright, Inc.
DECREASED66,63266,934-3020%$3.4M$3.4M-$28.6K2026-10-19
Rise Advisors, LLC
INCREASED66,18765,357+830+1%$3.3M$3.3M+$28.8K2026-10-16
Sigma Planning Corp
INCREASED65,93159,256+6,675+11%$3.0M$3.3M+$325.6K2026-10-23
Floyd Financial Group LLC
DECREASED65,43166,250-819-1%$3.3M$3.3M-$51.8K2026-10-28
Creative Planning
DECREASED64,45867,675-3,217-5%$3.4M$3.2M-$175.6K2026-11-02
Allegheny Financial Group
NEW63,984—+63,984——$3.2M—2026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED63,92176,936-13,015-17%$3.9M$3.2M-$670.9K2026-10-07
Ignite Planners, LLC
NEW63,725—+63,725——$3.2M—2026-10-14
GK Wealth Management LLC
DECREASED63,69387,882-24,189-28%$4.4M$3.2M-$1.2M2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED63,12426,573+36,551+138%$1.3M$3.2M+$1.8M2026-10-16
Fortitude Family Office, LLC
INCREASED63,09244,338+18,754+42%$2.2M$3.2M+$935.8K2026-10-14
Procyon Advisors, LLC
DECREASED62,90663,098-1920%$3.2M$3.2M-$22.3K2026-10-21
Eagle Bluffs Wealth Management LLC
INCREASED61,33458,874+2,460+4%$3.0M$3.1M+$112.1K2026-10-20
United Advisor Group, LLC
DECREASED61,33166,338-5,007-8%$3.4M$3.1M-$265.4K2026-11-03
Thompson Davis & Co., Inc.
DECREASED61,31463,274-1,960-3%$3.2M$3.1M-$111.4K2026-11-05
Patten Group, Inc.
DECREASED60,55262,418-1,866-3%$3.2M$3.1M-$106.5K2026-10-26
Fermata Advisors, LLC
INCREASED60,04258,787+1,255+2%$3.0M$3.0M+$51.5K2026-10-13
Old Port Advisors
DECREASED59,98961,467-1,478-2%$3.1M$3.0M-$86.7K2026-10-23
Eagle Harbor Asset Management Inc
DECREASED59,69960,690-991-2%$3.1M$3.0M-$62.1K2026-10-21
Sheets Smith Wealth Management
INCREASED58,93257,322+1,610+3%$2.9M$3.0M+$69.7K2026-10-16
Sage Advisory Services, Ltd.Co.
INCREASED58,58156,161+2,420+4%$2.8M$3.0M+$111.0K2026-10-29
Moneco Advisors, LLC
INCREASED58,51056,096+2,414+4%$2.8M$2.9M+$110.4K2026-11-05
MSH Capital Advisors LLC
INCREASED58,48751,318+7,169+14%$2.6M$2.9M+$350.8K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED57,30149,187+8,114+17%$2.5M$2.9M+$398.9K2026-10-21
Regatta Capital Group, LLC
DECREASED56,59065,445-8,855-14%$3.3M$2.9M-$459.1K2026-10-23
Brady Family Wealth, LLC
INCREASED56,48936,335+20,154+55%$1.8M$2.8M+$1.0M2026-11-02
Hixon Zuercher, LLC
DECREASED55,39078,706-23,316-30%$4.0M$2.8M-$1.2M2026-10-13
Wedbush Securities Inc
INCREASED55,31247,811+7,501+16%$2.4M$2.8K-$2.4M2026-10-22
BancFirst Trust & Investment Management
UNCHANGED55,15755,15700%$2.8M$2.8M-$11.0K2026-10-30
RVW Wealth, LLC
INCREASED54,6344,908+49,726+1013%$248.2K$2.8M+$2.5M2026-10-06
Bank of New Hampshire
INCREASED53,95842,635+11,323+27%$2.2M$2.7M+$561.8K2026-10-06
Gallacher Capital Management LLC
DECREASED53,73377,303-23,570-30%$3.9M$2.7M-$1.2M2026-10-30
Benchmark Financial, LLC
INCREASED50,61938,724+11,895+31%$2.0M$2.5M+$591.4K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED50,59751,934-1,337-3%$2.6M$2.5M-$77.7K2026-11-04
Flagship Capital Management Inc.
DECREASED50,54354,302-3,759-7%$2.7M$2.5M-$200.2K2026-10-20
Lake Street Private Wealth, LLC
INCREASED50,07846,743+3,335+7%$2.4M$2.5M+$158.6K2026-10-22
Mascagni Wealth Management, Inc.
INCREASED49,31625,794+23,522+91%$1.3M$2.5M+$1.2M2026-10-23
Sunburst Financial Group, LLC
DECREASED49,22549,295-700%$2.5M$2.5M-$13.4K2026-10-09
Sage Rhino Capital LLC
INCREASED49,21149,203+8+0%$2.5M$2.5M-$9.4K2026-10-28
Valley Wealth Managers, Inc.
DECREASED49,06251,929-2,867-6%$2.6M$2.5M-$154.8K2026-10-09
Kraft, Davis & Associates, LLC
NEW48,639—+48,639——$2.4M—2026-10-21
Private Trust Co NA
INCREASED48,39241,827+6,565+16%$2.1M$2.4M+$322.3K2026-10-20
Valley National Advisers Inc
DECREASED48,23649,543-1,307-3%$2.5M$2.4M-$75.7K2026-10-23
Investment Planning Advisors, Inc.
DECREASED48,18350,416-2,233-4%$2.5M$2.4M-$122.6K2026-10-14
Financial Perspectives, Inc
INCREASED47,97135,565+12,406+35%$1.8M$2.4M+$617.8K2026-11-03
Curry Webb Wealth Management LLC
UNCHANGED47,89747,89700%$2.4M$2.4M$02026-10-22
First National Trust Co
DECREASED47,29447,901-607-1%$2.4M$2.4M-$40.2K2026-10-28
Transcendent Capital Group LLC
INCREASED47,10445,675+1,429+3%$2.3M$2.4M+$62.9K2026-10-28
SP Asset Management LLC
DECREASED46,27752,038-5,761-11%$2.6M$2.3M-$300.6K2026-11-05
Verus Capital Partners, LLC
DECREASED46,21570,667-24,452-35%$3.6M$2.3M-$1.2M2026-11-03
Jeter Robert S II
DECREASED45,28453,264-7,980-15%$2.7M$2.3M-$408.9K2026-10-16
Patten & Patten Inc
DECREASED44,97649,001-4,025-8%$2.5M$2.3M-$212.5K2026-10-26
Grey Ledge Advisors, LLC
INCREASED44,47843,670+808+2%$2.2M$2.2M+$32.0K2026-11-02
Confluence Wealth Services, Inc.
INCREASED44,05841,809+2,249+5%$2.1M$2.2M+$104.9K2026-11-05
Golden State Wealth Management, LLC
DECREASED43,69949,123-5,424-11%$2.5M$2.2M-$283.0K2026-11-02
Titleist Asset Management, LLC
INCREASED43,47311,514+31,959+278%$582.3K$2.2M+$1.6M2026-10-08
Diversified Portfolios, Inc.
INCREASED43,1056,105+37,000+606%$308.7K$2.2M+$1.9M2026-11-04
Adamsbrown Wealth Consultants LLC
DECREASED42,79656,637-13,841-24%$2.9M$2.2M-$708.5K2026-10-20
Clear Point Advisors Inc.
INCREASED42,72729,392+13,335+45%$1.5M$2.2M+$665.8K2026-10-30
Red Mountain Financial, LLC
INCREASED42,46341,625+838+2%$2.1M$2.1M+$33.9K2026-11-03
Ergawealth Advisors, Inc.
DECREASED41,76745,408-3,641-8%$2.3M$2.1M-$192.5K2026-10-21
Sterling Investment Advisors, Ltd.
INCREASED41,75941,597+162+0%$2.1M$2.1M-$1822026-10-27
NBT Bank, N.A.
INCREASED41,58040,880+700+2%$2.1M$2.1M+$27.1K2026-10-21
Cherry Tree Wealth Management, LLC
DECREASED40,13343,025-2,892-7%$2.2M$2.0M-$154.3K2026-10-15
First Heartland Consultants, Inc.
INCREASED39,13836,192+2,946+8%$1.8M$2.0M+$141.1K2026-10-08
Aries Wealth Management
DECREASED38,61539,115-500-1%$2.0M$1.9M-$33.0K2026-10-23
Jm2 Capital Inc.
INCREASED37,98634,790+3,196+9%$1.8M$1.9M+$154.1K2026-10-14
Blueprint Investment Partners LLC
INCREASED37,63233,883+3,749+11%$1.7M$1.9M+$182.0K2026-10-28
Blueprint Financial Advisors LLC
INCREASED37,63233,883+3,749+11%$1.7M$1.9M+$182.0K2026-10-28
Gilpin Wealth Management, LLC
INCREASED37,55436,811+743+2%$1.9M$1.9M+$30.1K2026-10-09
Norden Group LLC
DECREASED37,54492,705-55,161-59%$4.7M$1.9M-$2.8M2026-10-20
Castleview Partners, LLC
DECREASED37,45144,186-6,735-15%$2.2M$1.9M-$348.1K2026-10-09
Ashton Thomas Securities, LLC
DECREASED37,38537,873-488-1%$1.9M$1.9M-$32.2K2026-10-26
Revisor Wealth Management LLC
DECREASED37,35443,722-6,368-15%$2.2M$1.9M-$330.1K2026-10-20
Fragasso Financial Advisors Inc
DECREASED36,73637,298-562-2%$1.9M$1.8M-$38.3K2026-10-13
Asset Allocation Strategies LLC
INCREASED36,41034,517+1,893+5%$1.7M$1.8M+$88.5K2026-10-20
Carter Financial Group, Inc.
DECREASED35,85736,222-365-1%$1.8M$1.8M-$25.6K2026-10-21
Embree Financial Group
NEW35,753—+35,753——$1.8M—2026-10-22
Legacy Wealth Management, LLC
INCREASED35,38935,085+304+1%$1.8M$1.8M+$8.3K2026-10-22
John W. Brooker & Co., CPAs
DECREASED35,36140,320-4,959-12%$2.0M$1.8M-$257.9K2026-10-21
Focus Financial Network, Inc.
DECREASED35,12869,571-34,443-50%$3.5M$1.8M-$1.7M2026-10-14
Trek Financial, LLC
INCREASED35,10727,354+7,753+28%$1.4M$1.8M+$385.1K2026-10-29
Summit Place Financial Advisors, LLC
DECREASED34,57535,432-857-2%$1.8M$1.7M-$50.3K2026-10-23
Asio Capital, LLC
INCREASED34,45032,500+1,950+6%$1.6M$1.7M+$91.7K2026-10-19
Rossby Financial, LCC
INCREASED34,06510,478+23,587+225%$529.9K$1.7M+$1.2M2026-11-05
Freedom Financial Partners LLC
DECREASED33,89435,003-1,109-3%$1.8M$1.7M-$62.9K2026-10-19
Maple Capital Management, Inc.
DECREASED33,45335,614-2,161-6%$1.8M$1.7M-$116.0K2026-11-02
Shore Point Advisors, LLC
DECREASED33,30134,713-1,412-4%$1.8M$1.7M-$78.1K2026-10-14
Westside Investment Management, Inc.
DECREASED32,69047,920-15,230-32%$2.4M$1.6M-$778.0K2026-11-02
Guidance Capital, Inc
INCREASED32,66532,327+338+1%$1.6M$1.6M+$9.9K2026-11-03
Richard P Slaughter Associates Inc
DECREASED32,30535,451-3,146-9%$1.8M$1.6M-$165.5K2026-10-13
PDS Planning, Inc
INCREASED32,12923,237+8,892+38%$1.2M$1.6M+$443.2K2026-11-03
National Wealth Management Group, LLC
INCREASED32,11024,785+7,325+30%$1.3M$1.6M+$364.0K2026-10-26
Verum Partners LLC
DECREASED31,95738,444-6,487-17%$1.9M$1.6M-$334.5K2026-10-21
Essex LLC
INCREASED31,46026,791+4,669+17%$1.4M$1.6M+$229.8K2026-10-14
Royal Harbor Partners, LLC
DECREASED31,23831,245-70%$1.6M$1.6M-$6.6K2026-10-29
Petredis Investment Advisors LLC
DECREASED31,05031,504-454-1%$1.6M$1.6M-$29.2K2026-10-20
Compound Planning, Inc.
INCREASED30,95730,855+102+0%$1.6M$1.6M-$1.0K2026-11-05
Auctus Advisors LLC
DECREASED30,75549,605-18,850-38%$2.5M$1.5M-$959.4K2026-10-23
G&S Capital LLC
DECREASED30,72432,699-1,975-6%$1.7M$1.5M-$106.0K2026-10-23
Cap Partners, LLC
DECREASED30,56530,738-173-1%$1.6M$1.5M-$14.9K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED30,52430,624-1000%$1.5M$1.5M-$11.2K2026-10-21
Dudley Capital Management, LLC
INCREASED30,22529,810+415+1%$1.5M$1.5M+$14.9K2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED29,98527,756+2,229+8%$1.4M$1.5M+$106.7K2026-10-26
Eagle Strategies LLC
DECREASED29,64330,164-521-2%$1.5M$1.5M-$32.3K2026-10-16
CoreCap Advisors, LLC
DECREASED29,22530,309-1,084-4%$1.5M$1.5M-$60.6K2026-10-08
SBI Securities Co., Ltd.
INCREASED28,98421,292+7,692+36%$1.1M$1.5M+$383.2K2026-10-22
Iron Financial LLC
INCREASED28,29728,158+139+0%$1.4M$1.4M+$1.4K2026-10-23
Acorn Wealth Advisors, LLC
DECREASED28,27132,247-3,976-12%$1.6M$1.4M-$206.7K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED27,82729,451-1,624-6%$1.5M$1.4M-$87.7K2026-10-23
Alessandra Capital Management, LLC
DECREASED27,65229,282-1,630-6%$1.5M$1.4M-$88.0K2026-10-30
Tenet Wealth Partners, LLC
NEW27,504—+27,504——$1.4M—2026-10-19
Parsons Capital Management Inc
DECREASED27,13329,346-2,213-8%$1.5M$1.4M-$117.3K2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED27,08539,618-12,533-32%$2.0M$1.4M-$639.2K2026-11-03
Cypress Capital Group
UNCHANGED26,95026,95000%$1.4M$1.4M-$5.4K2026-11-03
Brookstone Capital Management
DECREASED26,90182,406-55,505-67%$4.2M$1.4M-$2.8M2026-10-22
Detalus Advisors, LLC
INCREASED26,55025,800+750+3%$1.3M$1.3M+$32.6K2026-10-15
Realta Investment Advisors
INCREASED26,48322,442+4,041+18%$1.1M$1.3M+$199.1K2026-10-14
Sunpointe, LLC
INCREASED26,26217,428+8,834+51%$881.4K$1.3M+$441.5K2026-10-22
Americana Partners, LLC
DECREASED26,20526,963-758-3%$1.4M$1.3M-$43.6K2026-10-28
Csenge Advisory Group
INCREASED25,7155,321+20,394+383%$269.1K$1.3M+$1.0M2026-11-04
Sloy Dahl & Holst, LLC
DECREASED25,61526,815-1,200-4%$1.4M$1.3M-$65.8K2026-10-14
Founders Financial Securities LLC
INCREASED25,54523,524+2,021+9%$1.2M$1.3M+$97.1K2026-10-28
StoneX Group Inc.
DECREASED25,19131,035-5,844-19%$1.6M$1.3M-$299.5K2026-11-03
Blue Trust, Inc.
DECREASED24,91543,744-18,829-43%$2.2M$1.3M-$957.1K2026-10-15
Venture Visionary Partners LLC
UNCHANGED24,79424,79400%$1.3M$1.2M-$5.0K2026-10-07
Nations Financial Group Inc,
INCREASED24,47620,094+4,382+22%$1.0M$1.2M+$216.7K2026-11-05
McBroom & Associates, LLC
DECREASED24,43525,819-1,384-5%$1.3M$1.2M-$74.9K2026-10-29
Clarity Wealth Advisors, LLC
DECREASED24,35226,347-1,995-8%$1.3M$1.2M-$105.8K2026-10-21
Principle Wealth Partners LLC
DECREASED23,93126,477-2,546-10%$1.3M$1.2M-$133.5K2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED23,87018,318+5,552+30%$926.3K$1.2M+$276.0K2026-10-05
TriaGen Wealth Management LLC
DECREASED23,23824,003-765-3%$1.2M$1.2M-$43.3K2026-10-14
Birch Capital Management, LLC
DECREASED22,82623,249-423-2%$1.2M$1.1M-$26.0K2026-10-27
Schwallier Wealth Management LLC
DECREASED22,50325,171-2,668-11%$1.3M$1.1M-$139.4K2026-11-05
SteelPeak Wealth, LLC
INCREASED22,43420,051+2,383+12%$1.0M$1.1M+$116.0K2026-10-16
Nepsis Inc.
INCREASED22,13515,480+6,655+43%$782.8K$1.1M+$332.1K2026-10-13
Keystone Wealth Services, LLC
INCREASED22,05515,831+6,224+39%$800.6K$1.1M+$310.6K2026-11-03
Nordwand Advisors, LLC
DECREASED21,54521,645-1000%$1.1M$1.1M-$9.4K2026-11-05
Balefire, LLC
INCREASED21,3866,428+14,958+233%$325.1K$1.1M+$752.1K2026-10-09
CGN Advisors LLC
INCREASED21,17319,314+1,859+10%$976.7K$1.1M+$89.7K2026-10-21
RM Financial Services, LLC
DECREASED21,03621,428-392-2%$1.1M$1.1M-$24.0K2026-11-03
Portside Wealth Group, LLC
DECREASED20,84721,181-334-2%$1.1M$1.1M-$21.0K2026-10-20
Bouvel Investment Partners, LLC
NEW20,766—+20,766——$1.0M—2026-10-13
Tarbox Family Office, Inc.
DECREASED20,56320,681-118-1%$1.0M$1.0M-$10.1K2026-10-23
Flaharty Asset Management, LLC
DECREASED20,55742,699-22,142-52%$2.2M$1.0M-$1.1M2026-11-02
Agate Pass Investment Management, LLC
INCREASED20,34218,262+2,080+11%$923.5K$1.0M+$101.1K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED20,22620,700-474-2%$1.0M$1.0M-$28.0K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED20,17018,970+1,200+6%$959.3K$1.0M+$56.7K2026-10-19
Essential Investment Partners LLC
DECREASED20,00821,477-1,469-7%$1.1M$1.0M-$78.3K2026-10-27
Intesa Sanpaolo Wealth Management
DECREASED19,90019,950-500%$1.0M$1.0M-$6.5K2026-10-28
Midwest Financial Network, LLC
INCREASED19,29919,191+108+1%$970.5K$972.1K+$1.6K2026-10-13
TFB Advisors LLC
NEW19,293—+19,293——$971.8K—2026-11-02
Retireful, LLC
INCREASED19,2639,986+9,277+93%$505.0K$970.3K+$465.3K2026-10-09
Waterway Wealth Management, LLC
NEW19,182—+19,182——$966.2K—2026-10-28
Allen Capital Group, LLC
INCREASED18,90118,662+239+1%$943.7K$952.0K+$8.3K2026-10-27
Mendota Financial Group, LLC
INCREASED18,61918,431+188+1%$932.1K$937.9K+$5.8K2026-10-07
RFG Advisory, LLC
INCREASED18,5484,778+13,770+288%$241.6K$934.3K+$692.6K2026-11-03
Advisor Resource Council
INCREASED18,04015,450+2,590+17%$779.5K$906.3K+$126.9K2026-11-05
BLB&B Advisors, LLC
DECREASED17,98729,056-11,069-38%$1.5M$906.0K-$563.4K2026-10-27
Family Capital Trust Co
UNCHANGED17,93717,93700%$906.9K$903.3K-$3.6K2026-10-22
Decker Wealth Management LLC
INCREASED17,88817,410+478+3%$880.4K$901.0K+$20.6K2026-10-09
Midwest Trust Co
NEW17,877—+17,877——$900.5K—2026-10-22
Castle Rock Wealth Management, LLC
DECREASED17,43021,059-3,629-17%$1.1M$875.9K-$185.5K2026-10-09
LifeWealth Investments, LLC
DECREASED17,28020,306-3,026-15%$1.0M$870.4K-$156.5K2026-10-21
Latitude Advisors, LLC
INCREASED17,25514,308+2,947+21%$723.5K$869.1K+$145.6K2026-10-27
Key Client Fiduciary Advisors, LLC
DECREASED17,12617,421-295-2%$881.0K$862.6K-$18.3K2026-10-19
Adelphi Trust Co
INCREASED17,11914,880+2,239+15%$752.5K$862.3K+$109.8K2026-10-05
Beaumont Financial Advisors, LLC
INCREASED17,08814,952+2,136+14%$756.1K$860.7K+$104.6K2026-10-22
Horizon Financial Services, LLC
DECREASED17,03119,064-2,033-11%$964.1K$857.9K-$106.2K2026-11-04
Tortuga Wealth Management, Inc
DECREASED16,73318,047-1,314-7%$912.5K$843.3K-$69.2K2026-10-27
Waldron Private Wealth LLC
INCREASED16,59713,624+2,973+22%$689.0K$836.0K+$147.0K2026-11-02
Seamount Financial Group Inc
DECREASED16,15318,213-2,060-11%$921.0K$813.6K-$107.4K2026-10-21
Investment Partners Asset Management, Inc.
DECREASED16,14616,660-514-3%$842.5K$813.3K-$29.2K2026-10-09
Reicon Wealth Advisors, LLC
DECREASED16,10116,119-180%$815.2K$811.0K-$4.1K2026-11-04
Forbes J M & Co LLP
UNCHANGED15,98715,98700%$808.5K$805.3K-$3.2K2026-10-16
Eagle Rock Investment Company, LLC
UNCHANGED15,98315,98300%$808.3K$805.1K-$3.2K2026-10-21
Nvwm, LLC
DECREASED15,93817,912-1,974-11%$905.8K$802.8K-$103.0K2026-10-14
Roman Butler Fullerton & Co
INCREASED15,90115,408+493+3%$777.2K$951.5K+$174.3K2026-10-27
Whipplewood Advisors, LLC
DECREASED15,88016,258-378-2%$822.2K$799.9K-$22.3K2026-10-20
XY Planning Network, Inc.
DECREASED15,80224,019-8,217-34%$1.2M$796.0K-$418.7K2026-10-14
Integrated Advisors Network LLC
INCREASED15,48813,446+2,042+15%$680.0K$780.2K+$100.2K2026-10-20
Narus Financial Partners, LLC
DECREASED15,28219,089-3,807-20%$965.3K$769.8K-$195.6K2026-10-19
Mosley Wealth Management
DECREASED15,27817,339-2,061-12%$876.8K$768.8K-$108.0K2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED15,25815,229+29+0%$770.2K$768.5K-$1.6K2026-11-04
Lifestyle Asset Management, Inc.
DECREASED15,24315,558-315-2%$786.8K$767.8K-$19.0K2026-10-20
True Private Wealth Advisors
DECREASED15,19716,003-806-5%$809.3K$765.5K-$43.8K2026-10-19
Affiance Financial, LLC
DECREASED15,03015,516-486-3%$784.7K$757.1K-$27.6K2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED14,8436,590+8,253+125%$333.3K$747.6K+$414.4K2026-11-05
Wealth Alliance Advisory Group, LLC
UNCHANGED14,83014,83000%$750.0K$747.0K-$3.0K2026-10-14
Private Client Services, LLC
INCREASED14,71813,290+1,428+11%$672.1K$741.3K+$69.3K2026-10-02
Commerce Advisors, LLC
DECREASED14,25414,976-722-5%$757.3K$718.0K-$39.4K2026-10-19
Catalyst Private Wealth, LLC
UNCHANGED14,08714,08700%$712.4K$709.6K-$2.8K2026-10-13
Lunt Capital Management, Inc.
UNCHANGED14,00414,00400%$708.2K$705.4K-$2.8K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED14,00010,000+4,000+40%$505.7K$705.2K+$199.5K2026-11-04
First Hawaiian Bank
INCREASED13,93812,266+1,672+14%$620.3K$702.1K+$81.8K2026-10-14
Lodestar Private Asset Management LLC
INCREASED13,92311,477+2,446+21%$580.4K$701.3K+$120.9K2026-10-26
Sowa Financial Group, Inc.
INCREASED13,29013,208+82+1%$668.0K$669-$667.3K2026-10-26
ARQ Wealth Advisors, LLC
DECREASED13,24875,239-61,991-82%$3.8M$667.3K-$3.1M2026-10-29
Hazlett, Burt & Watson, Inc.
NEW13,198—+13,198——$517.1K—2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED12,74313,186-443-3%$666.8K$641.9K-$25.0K2026-10-16
PFG Advisors
INCREASED12,71212,554+158+1%$634.9K$640.3K+$5.4K2026-10-16
Jnba Financial Advisors
DECREASED12,61716,063-3,446-21%$812.3K$635.5K-$176.8K2026-11-03
Sterling Investment Counsel, LLC
INCREASED12,39910,386+2,013+19%$525.2K$624.5K+$99.3K2026-10-19
Harpswell Capital Advisors, LLC
UNCHANGED12,39912,39900%$627.0K$624.5K-$2.5K2026-10-09
Heck Capital Advisors, LLC
INCREASED12,3239,747+2,576+26%$492.9K$620.7K+$127.8K2026-10-14
RMR Wealth Builders
INCREASED12,28611,786+500+4%$596.0K$618.9K+$22.9K2026-10-22
LVZ, Inc.
DECREASED12,11515,548-3,433-22%$786.3K$610.2K-$176.0K2026-10-20
Frederick Financial Consultants, LLC
NEW12,045—+12,045——$606.7K—2026-10-29
AGH Wealth Advisors, LLC
UNCHANGED12,00012,00000%$606.8K$604.4K-$2.4K2026-10-26
GEM Asset Management, LLC
DECREASED11,99412,019-250%$607.8K$604.1K-$3.7K2026-10-13
Gibbs Wealth Management
DECREASED11,88939,956-28,067-70%$2.0M$598.9K-$1.4M2026-10-22
Security Financial Services, Inc.
INCREASED11,84411,038+806+7%$558.2K$596.6K+$38.4K2026-10-29
Princeton Global Asset Management LLC
DECREASED11,78013,308-1,528-11%$673.0K$593.4K-$79.6K2026-10-21
Choice Wealth Advisors LLC
DECREASED11,673235,220-223,547-95%$11.9M$587.9K-$11.3M2026-10-16
Alliance Wealth Advisors, LLC
DECREASED11,59912,566-967-8%$635.5K$584.2K-$51.2K2026-10-28
Gill Capital Partners, LLC
INCREASED11,5288,151+3,377+41%$412.2K$580.7K+$168.5K2026-10-13
Montecito Bank & Trust
INCREASED11,5136,993+4,520+65%$353.6K$579.9K+$226.3K2026-10-01
International Private Wealth Advisors LLC
NEW11,506—+11,506——$579.6K—2026-11-05
Wilkerson Advisory Group LLC
DECREASED11,48414,547-3,063-21%$735.7K$578.5K-$157.2K2026-10-20
Boyce & Associates Wealth Consulting, Inc.
DECREASED11,44114,143-2,702-19%$715.2K$576.3K-$138.9K2026-10-14
Pinion Investment Advisors, LLC
INCREASED11,41311,096+317+3%$561.1K$574.9K+$13.8K2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED11,21452,345-41,131-79%$2.6M$564.8K-$2.1M2026-10-30
Lineweaver Wealth Advisors, LLC
DECREASED11,20613,302-2,096-16%$672.7K$564.4K-$108.3K2026-10-13
Clear Trail Advisors, LLC
DECREASED11,10512,354-1,249-10%$624.8K$559.3K-$65.4K2026-10-20
Chapin Davis, Inc.
UNCHANGED11,09511,09500%$561.1K$558.9K-$2.2K2026-10-09
US Bancorp \de\
DECREASED10,86215,775-4,913-31%$797.7K$547.1K-$250.6K2026-11-05
Emerald Advisors, LLC
DECREASED10,83811,046-208-2%$558.6K$545.9K-$12.7K2026-10-13
Wiregrass Investment Management LLC
UNCHANGED10,77010,77000%$544.6K$542.5K-$2.2K2026-11-05
E6 Portfolios, LLC
DECREASED10,68711,149-462-4%$563.8K$538.3K-$25.5K2026-10-26
Patriot Investment Management Group, Inc.
INCREASED10,6137,821+2,792+36%$395.5K$534.6K+$139.1K2026-10-15
Rose Capital Advisors LLC
DECREASED10,61310,742-129-1%$543.2K$534.6K-$8.6K2026-11-04
Legacy Capital Wealth Partners, LLC
UNCHANGED10,55010,55000%$533.5K$531.4K-$2.1K2026-10-21
Hicks Capital Management LLC
UNCHANGED10,41510,41500%$526.7K$526.7K$02026-10-20
Boyum Wealth Architects LLC
INCREASED10,3998,694+1,705+20%$438.5K$522.3K+$83.8K2026-10-06
CX Institutional
DECREASED10,27014,633-4,363-30%$740$517-$2232026-10-02
SeaCrest Wealth Management, LLC
DECREASED10,12313,793-3,670-27%$697.5K$509.9K-$187.6K2026-10-21
Marino, Stram & Associates LLC
DECREASED9,99311,573-1,580-14%$585.2K$503.3K-$81.9K2026-10-22
Discipline Wealth Solutions, LLC
DECREASED9,85012,485-2,635-21%$631.4K$496.1K-$135.2K2026-10-14
Glenview Trust Co
UNCHANGED9,7889,78800%$495.0K$493.0K-$2.0K2026-10-28
Surience Private Wealth LLC
NEW9,729—+9,729——$490.1K—2026-10-16
TMB Capital Partners, LLC
INCREASED9,6158,673+942+11%$438.6K$484.3K+$45.7K2026-10-20
Fortress Financial Solutions, LLC
NEW9,560—+9,560——$481.6K—2026-10-14
Woodmont Investment Counsel LLC
INCREASED9,5429,442+100+1%$477.5K$480.6K+$3.1K2026-10-29
Winnacle Wealth LLC
INCREASED9,4047,289+2,115+29%$368.6K$473.7K+$105.1K2026-10-15
Tred Avon Family Wealth, LLC
NEW9,318—+9,318——$469.3K—2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED9,2665,415+3,851+71%$273.8K$466.7K+$192.9K2026-10-29
Bell Bank
UNCHANGED9,2599,25900%$468.2K$466.4K-$1.9K2026-10-21
Optima Capital LLC
DECREASED9,20969,461-60,252-87%$3.5M$463.9K-$3.0M2026-10-29
Lee Financial Co
DECREASED8,98110,980-1,999-18%$555.3K$452.4K-$102.9K2026-10-16
Strategic Blueprint, LLC
DECREASED8,9559,498-543-6%$480.3K$451.1K-$29.3K2026-10-22
Redwood Family Wealth LLC
DECREASED8,9219,060-139-2%$458.2K$449.4K-$8.9K2026-10-20
Cullen T Bankers, Inc.
INCREASED8,7612,241+6,520+291%$113.3K$441.3K+$327.9K2026-10-28
Moller Wealth Partners
NEW8,739—+8,739——$440.2K—2026-10-15
Leslie Global Wealth, LLC
INCREASED8,6954,940+3,755+76%$249.8K$438.0K+$188.2K2026-10-26
Ballast Financial Advisors LLC
INCREASED8,6357,370+1,265+17%$372.7K$434.9K+$62.2K2026-10-26
Wellment Financial
DECREASED8,5948,621-270%$436.0K$432.9K-$3.1K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED8,4198,41900%$425.7K$424.1K-$1.7K2026-10-27
Argos Wealth Advisors, LLC
INCREASED8,3907,030+1,360+19%$355.5K$422.6K+$67.1K2026-11-02
Gerald Baker Financial Group LLC
INCREASED8,3828,127+255+3%$411.0K$422.2K+$11.3K2026-10-09
Washington Trust Advisors, Inc.
INCREASED8,3368,171+165+2%$413.2K$419.9K+$6.7K2026-10-22
Alhambra Investment Management LLC
DECREASED8,3289,362-1,034-11%$473.4K$419.5K-$53.9K2026-10-15
Sanchez Gaunt Capital Management, LLC
DECREASED8,31817,035-8,717-51%$861.5K$419.0K-$442.5K2026-11-03
Signature Equity Partners, LLC
DECREASED8,31317,562-9,249-53%$888.1K$418.7K-$469.4K2026-10-29
Five Oceans Advisors
DECREASED8,2019,070-869-10%$458.7K$413.1K-$45.6K2026-10-22
Regions Financial Corp
INCREASED8,2007,750+450+6%$391.9K$413.0K+$21.1K2026-11-05
Ascent Group, LLC
NEW8,197—+8,197——$412.9K—2026-10-30
BNB Wealth Management, LLC
DECREASED8,1898,193-40%$414.3K$412.5K-$1.8K2026-10-28
Larson Financial Group LLC
INCREASED8,1886,190+1,998+32%$313.1K$412.5K+$99.4K2026-11-05
Unique Wealth, LLC
INCREASED8,1417,728+413+5%$390.8K$410.1K+$19.3K2026-10-16
Aspen Investment Management Inc
INCREASED8,0664,578+3,488+76%$232$406.0K+$405.8K2026-11-05
Viewpoint Investment Partners Corp
DECREASED8,0108,700-690-8%$440.0K$403.5K-$36.5K2026-10-26
Cardinal Point Capital Management ULC
NEW7,920—+7,920——$398.9K—2026-10-21
Gimbal Financial
UNCHANGED7,8627,86200%$397.6K$396.0K-$1.6K2026-10-19
MMA Asset Management LLC
UNCHANGED7,8317,83100%$396.0K$394.4K-$1.6K2026-11-02
Klingman & Associates, LLC
DECREASED7,80847,808-40,000-84%$2.4M$393.3K-$2.0M2026-10-20
Cornerstone Wealth Group, LLC
DECREASED7,7709,426-1,656-18%$476.7K$391.4K-$85.3K2026-11-02
Indivisible Partners
NEW7,734—+7,734——$389.6K—2026-10-26
Linscomb Wealth, Inc.
INCREASED7,7077,511+196+3%$379.8K$388.2K+$8.4K2026-11-05
Avior Wealth Management, LLC
NEW7,600—+7,600——$382.8K—2026-10-13
Stone Summit Wealth LLC
INCREASED7,4796,820+659+10%$344.9K$376.7K+$31.8K2026-10-14
Ridgeline Wealth, LLC
DECREASED7,32511,775-4,450-38%$595.5K$368.5K-$226.9K2026-10-14
M Holdings Securities, Inc.
DECREASED7,24610,577-3,331-31%$535.0K$364.0K-$171.0K2026-11-03
VestGen Advisors, LLC
INCREASED7,2376,261+976+16%$316.6K$364.5K+$47.9K2026-10-27
Stonebridge Financial Group, LLC
INCREASED7,2237,208+15+0%$364.5K$363.8K-$6842026-10-01
Centerpoint Advisory Group
DECREASED7,0227,395-373-5%$374.0K$353.7K-$20.3K2026-10-23
Brown Miller Wealth Management, LLC
INCREASED6,9526,897+55+1%$348.8K$350.2K+$1.4K2026-11-02
Arlington Trust Co LLC
INCREASED6,9436,927+16+0%$350.3K$349.7K-$5792026-10-20
Platt Wealth Management LLC
DECREASED6,9387,592-654-9%$383.0K$349.0K-$34.0K2026-11-04
Baker Ellis Asset Management LLC
DECREASED6,9177,527-610-8%$380.6K$348.4K-$32.2K2026-10-14
Andrew Hill Investment Advisors, Inc.
DECREASED6,9176,954-37-1%$351.7K$348.4K-$3.3K2026-10-22
Signal Advisors Wealth, LLC
DECREASED6,9086,999-91-1%$353.9K$348.0K-$6.0K2026-10-13
Flagstar Securities, Inc
INCREASED6,8866,816+70+1%$344.7K$346.8K+$2.1K2026-10-15
Slow Capital, Inc.
UNCHANGED6,8036,80300%$344.0K$342.7K-$1.4K2026-10-23
Global View Capital Management LLC
NEW6,520—+6,520——$328.4K—2026-10-28
EPG Wealth Management LLC
INCREASED6,4176,384+33+1%$322.9K$323.2K+$3782026-11-03
Childress Capital Advisors, LLC
UNCHANGED6,4146,41400%$324.4K$323.1K-$1.3K2026-10-28
Redwood Financial Network Corp
DECREASED6,3386,508-170-3%$329.1K$319.2K-$9.9K2026-11-03
Inscription Capital, LLC
DECREASED6,3166,332-160%$320.2K$318.2K-$2.0K2026-11-02
Wealth Dimensions Group, Ltd.
NEW6,292—+6,292——$316.9K—2026-11-02
Elevation Wealth Management LLC
DECREASED6,2776,357-80-1%$321.5K$316.2K-$5.3K2026-11-02
Legacy Wealth Partners, LLC
INCREASED6,2214,782+1,439+30%$241.8K$313.4K+$71.5K2026-10-15
Prism Advisors, Inc.
NEW6,188—+6,188——$311.1K—2026-10-09
Modera Wealth Management, LLC
UNCHANGED6,1066,10600%$308.8K$307.6K-$1.2K2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED6,0906,041+49+1%$305.5K$306.7K+$1.2K2026-10-16
Partners Wealth Management, LLC
NEW6,063—+6,063——$305.4K—2026-10-28
PCG Asset Management, LLC
DECREASED6,05229,785-23,733-80%$1.5M$304.8K-$1.2M2026-11-05
Gemmer Asset Management LLC
UNCHANGED6,0006,00000%$303.4K$302.2K-$1.2K2026-10-16
IVC Wealth Advisors LLC
INCREASED5,9674,015+1,952+49%$203.0K$300.6K+$97.5K2026-10-23
Fagan Associates, Inc.
INCREASED5,9605,460+500+9%$276.1K$300.2K+$24.1K2026-10-13
Valeo Financial Advisors, LLC
NEW5,947—+5,947——$299.5K—2026-10-08
BostonPremier Wealth LLC
INCREASED5,9345,893+41+1%$298.0K$298.9K+$8482026-10-16
Elevated Financial Group LLC
DECREASED5,8826,834-952-14%$345.6K$296.3K-$49.3K2026-10-16
NBH Bank
UNCHANGED5,8745,87400%$297.0K$295.9K-$1.2K2026-11-05
Centurion Wealth Management LLC
DECREASED5,8696,468-599-9%$327.1K$295.6K-$31.5K2026-10-13
RCW Management, LLC
DECREASED5,7586,745-987-15%$341.1K$290.1K-$51.0K2026-10-30
Live Oak Investment Partners
UNCHANGED5,7585,75800%$291.2K$290.0K-$1.2K2026-10-23
Milestone Asset Management Group, LLC
INCREASED5,7455,694+51+1%$288.0K$289.4K+$1.4K2026-10-20
Harbor Investment Advisory, LLC
DECREASED5,7436,090-347-6%$308.0K$289.3K-$18.7K2026-10-13
Aull & Monroe Investment Management Corp
UNCHANGED5,6905,69000%$287.7K$286.6K-$1.1K2026-10-16
Sincerus Advisory, LLC
INCREASED5,6595,109+550+11%$258.4K$285.0K+$26.7K2026-10-09
Maia Wealth LLC
DECREASED5,6586,329-671-11%$320.1K$285.0K-$35.1K2026-10-19
Badgley Phelps Wealth Managers, LLC
DECREASED5,61933,674-28,055-83%$1.7M$283.0K-$1.4M2026-10-22
Harmony Asset Management LLC
UNCHANGED5,5425,54200%$280.3K$279.2K-$1.1K2026-10-20
BKM Wealth Management, LLC
NEW5,476—+5,476——$275.8K—2026-10-22
Oak Barrel Wealth Advisory LLC
UNCHANGED5,4415,44100%$275.2K$274.1K-$1.1K2026-11-05
InTrack Investment Management Inc
DECREASED5,4395,459-200%$276.1K$274.0K-$2.1K2026-10-15
Fort Washington Investment Advisors Inc
INCREASED5,4095,073+336+7%$256.5K$272.5K+$15.9K2026-10-15
Twelve Points Wealth Management LLC
DECREASED5,4045,599-195-3%$283.1K$272.5K-$10.6K2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED5,3846,561-1,177-18%$331.8K$271.2K-$60.6K2026-10-22
IFC & Insurance Marketing, Inc.
DECREASED5,3497,686-2,337-30%$388.7K$269.4K-$119.2K2026-10-16
LVW Advisors, LLC
NEW5,325—+5,325——$268.2K—2026-10-19
Benin Management Corp
NEW5,300—+5,300——$267.0K—2026-10-22
Morey & Quinn Wealth Partners, LLC
DECREASED5,2885,298-100%$267.9K$266.4K-$1.6K2026-10-28
Wallington Asset Management, LLC
NEW5,268—+5,268——$265.3K—2026-11-04
Master's Wealth Management Inc.
INCREASED5,2595,205+54+1%$263.2K$264.9K+$1.6K2026-10-22
Archer Investment Corp
INCREASED5,2225,075+147+3%$256.7K$263.1K+$6.4K2026-11-05
Virtue Capital Management, LLC
NEW5,218—+5,218——$262.8K—2026-10-29
Keybank National Association
DECREASED5,2097,909-2,700-34%$400.0K$262.4K-$137.6K2026-11-04
MBE Wealth Management, LLC
NEW5,181—+5,181——$261.0K—2026-10-26
Richardson Financial Services Inc.
NEW5,171—+5,171——$260.5K—2026-10-30
Cdkv Holdings LLC
INCREASED5,1335,101+32+1%$258.0K$258.5K+$5432026-10-28
Carrera Capital Advisors
INCREASED5,1025,050+52+1%$255.4K$257.0K+$1.6K2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED5,0234,204+819+19%$212.6K$253.0K+$40.4K2026-10-27
Fiduciary Alliance LLC
DECREASED5,0126,485-1,473-23%$328.0K$252.5K-$75.5K2026-10-13
K2 Financial Inc.
INCREASED5,0094,473+536+12%$225.7K$251.9K+$26.2K2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED4,9164,873+43+1%$246.4K$247.6K+$1.2K2026-10-14
Acima Private Wealth, LLC
UNCHANGED4,9034,90300%$247.9K$247.0K-$9812026-10-05
Guerra PAN Advisors, LLC
DECREASED4,8845,776-892-15%$292.1K$245.9K-$46.2K2026-10-26
Integrated Capital Management, LLC
INCREASED4,8724,503+369+8%$227.7K$245.4K+$17.7K2026-10-23
LongView Wealth Management
INCREASED4,8584,831+27+1%$244.3K$244.7K+$3962026-10-19
Turn8 Private Wealth Inc.
INCREASED4,8334,784+49+1%$241.9K$243.4K+$1.5K2026-11-05
ETF Store, Inc.
INCREASED4,7964,748+48+1%$240.1K$241.6K+$1.5K2026-10-19
West Wealth Group, LLC
NEW4,795—+4,795——$241.5K—2026-10-14
Benchmark Financial Wealth Advisors, LLC
UNCHANGED4,7484,74800%$240.1K$239.1K-$9492026-10-20
WealthCare Investment Partners, LLC
DECREASED4,6875,335-648-12%$269.8K$236.1K-$33.7K2026-11-05
AUA Capital Management, LLC
UNCHANGED4,6724,67200%$236.3K$235.3K-$9342026-10-15
Lighthouse Wealth Management Inc.
NEW4,645—+4,645——$234.0K—2026-10-13
Madison Park Capital Advisors, LLC
NEW4,625—+4,625——$233.0K—2026-10-28
Alliance Wealth Advisors, LLC
NEW4,605—+4,605——$232.0K—2026-10-14
Seven Hills Financial, LLC
NEW4,550—+4,550——$229.2K—2026-10-13
Atticus Wealth Management, LLC
DECREASED4,5425,775-1,233-21%$292.0K$228.8K-$63.3K2026-10-20
Skyline Advisors, Inc.
DECREASED4,53014,085-9,555-68%$712.3K$228.2K-$484.1K2026-11-03
Visionary Wealth Advisors
INCREASED4,4704,152+318+8%$210.0K$225.1K+$15.2K2026-11-04
Albion Financial Group
UNCHANGED4,4514,45100%$225.1K$224.2K-$8912026-10-21
Ledyard National Bank
NEW4,443—+4,443——$223.8K—2026-10-21
Sage Capital Management, LLC
NEW4,421—+4,421——$222.8K—2026-10-20
IFG Advisors, LLC
DECREASED4,3794,649-270-6%$235.1K$220.6K-$14.5K2026-10-15
Hall Laurie J Trustee
DECREASED4,3754,630-255-6%$234.1K$220.4K-$13.8K2026-10-06
Lavelle Capital LP
NEW4,340—+4,340——$218.6K—2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED4,27915,542-11,263-72%$786.0K$215.5K-$570.4K2026-10-13
Guided Capital Wealth Management, LLC
INCREASED4,1864,112+74+2%$207.9K$210.8K+$2.9K2026-10-21
PFW Advisors LLC
NEW4,172—+4,172——$210.1K—2026-10-07
Prota Financial, LLC
NEW4,127—+4,127——$207.3K—2026-10-08
Laurel OAK Wealth Management, LLC
NEW4,105—+4,105——$206.8K—2026-10-19
Evolution Wealth Management Inc.
INCREASED4,0624,051+11+0%$204.9K$204.6K-$2562026-10-28
Accurate Wealth Management, LLC
NEW4,053—+4,053——$203.9K—2026-10-20
Investmark Advisory Group LLC
NEW4,050—+4,050——$204.0K—2026-10-27
Lantern Wealth Advisors, LLC
NEW4,047—+4,047——$203.9K—2026-10-22
Hubbell Strickland Wealth Management, LLC
INCREASED4,0424,001+41+1%$202.4K$203.6K+$1.3K2026-10-29
Kathmere Capital Management, LLC
UNCHANGED4,0394,03900%$204.3K$203.4K-$8082026-10-20
Palatine Hill Wealth Management, LLC
NEW4,032—+4,032——$203.1K—2026-11-03
Trust Co
UNCHANGED3,9793,97900%$201.2K$200.4K-$7962026-10-09
Koshinski Asset Management, Inc.
DECREASED3,9784,228-250-6%$213.8K$200.4K-$13.4K2026-10-29
Canton Hathaway, LLC
UNCHANGED3,9533,95300%$199.9K$199.1K-$7902026-10-23
Barrett & Company, Inc.
INCREASED3,9423,475+467+13%$175.7K$209.5K+$33.8K2026-10-22
MidAtlantic Capital Management, Inc.
NEW3,825—+3,825——$192.7K—2026-11-05
First Horizon Corp
INCREASED3,6583,158+500+16%$159.7K$184.3K+$24.6K2026-10-26
Atwood & Palmer Inc
UNCHANGED3,5003,50000%$177.0K$176.3K-$7002026-10-08
Matrix Trust Co
NEW3,436—+3,436——$173—2026-10-07
Hurley Capital, LLC
DECREASED3,2383,765-527-14%$190.4K$163.1K-$27.2K2026-11-05
SYM Financial Corp
DECREASED3,1704,195-1,025-24%$212.1K$159.7K-$52.5K2026-10-26
WPG Advisers, LLC
INCREASED3,1303,127+3+0%$158.1K$157.7K-$4742026-10-27
Transce3nd, LLC
NEW3,115—+3,115——$156.8K—2026-10-26
Fairway Wealth LLC
UNCHANGED2,9842,98400%$150.9K$150.3K-$5972026-10-30
PFS Partners, LLC
UNCHANGED2,7662,76600%$139.9K$139.3K-$5532026-10-21
Harbor Asset Planning, Inc.
INCREASED2,7622,734+28+1%$138.3K$139.1K+$8572026-10-23
Blueline Advisors LLC
INCREASED2,7462,514+232+9%$127.1K$138.3K+$11.2K2026-10-15
Financial Network Wealth Advisors LLC
INCREASED2,6742,418+256+11%$122.3K$134.7K+$12.4K2026-10-28
Root Financial Partners, LLC
NEW2,558—+2,558——$128.8K—2026-10-21
Cape Investment Advisory, Inc.
INCREASED2,5172,160+357+17%$109.3K$126.7K+$17.5K2026-10-13
Capital Investment Counsel, Inc
INCREASED2,2482,207+41+2%$111.6K$113.2K+$1.6K2026-10-20
Next Level Wealth Planning, LLC
NEW2,183—+2,183——$110.0K—2026-10-29
Physician Wealth Advisors, Inc.
INCREASED2,1292,114+15+1%$106.9K$107.2K+$2972026-10-20
Cedar Mountain Advisors, LLC
DECREASED2,0332,796-763-27%$141.4K$102.4K-$39.0K2026-10-15
Peck Wealth Management, LLC
UNCHANGED1,9581,95800%$99.0K$98.6K-$3922026-10-29
Parkside Financial Bank & Trust
UNCHANGED1,8221,82200%$92.1K$91.8K-$3642026-10-27
Phillip James Consulting Co.
NEW1,669—+1,669——$84.1K—2026-11-03
TD Private Client Wealth LLC
INCREASED1,659765+894+117%$38.7K$83.6K+$44.9K2026-10-28
Financially Speaking Inc
DECREASED1,564149,073-147,509-99%$7.5M$78.8K-$7.5M2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED1,5212,445-924-38%$123.6K$76.6K-$47.0K2026-11-04
Salomon & Ludwin, LLC
UNCHANGED1,4271,42700%$71.9K$71.9K-$432026-10-29
Kingdom Financial Group Llc.
DECREASED1,2202,560-1,340-52%$129.5K$61.5K-$68.0K2026-11-04
Wagner Wealth Management, LLC
INCREASED1,1861,176+10+1%$59.5K$59.7K+$2692026-10-21
Elevation Wealth Partners, LLC
UNCHANGED1,0661,06600%$53.9K$53.7K-$2142026-10-07
Rossmore Private Capital
UNCHANGED1,0001,00000%$50.6K$50.4K-$2002026-10-27
Burk Holdings LLC
NEW992—+992——$50.0K—2026-11-05
Pinnacle Bancorp, Inc.
DECREASED8751,825-950-52%$92.3K$44.1K-$48.2K2026-10-21
Lloyd Advisory Services, Llc.
INCREASED870861+9+1%$43.5K$43.8K+$2692026-11-02
Versant Capital Management, Inc
UNCHANGED85885800%$43.4K$43.2K-$1722026-10-02
Nemes Rush Group LLC
UNCHANGED84684600%$42.8K$42.6K-$1692026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED83783700%$42.3K$42.2K-$1672026-10-23
American National Bank & Trust
INCREASED749690+59+9%$34.9K$37.7K+$2.8K2026-10-07
Barnes Dennig Private Wealth Management LLC
INCREASED742732+10+1%$37.0K$37.4K+$3352026-10-30
Hughes Financial Services, LLC
INCREASED589335+254+76%$16.9K$29.7K+$12.8K2026-10-30
Quaker Wealth Management, LLC
INCREASED523520+3+1%$26.3K$26.4K+$802026-10-22
Markowski Investments
NEW438—+438——$22.1K—2026-10-30
Mcdonald Partners LLC
UNCHANGED40040000%$20.2K$20.1K-$802026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW380—+380——$19.1K—2026-10-15
Balance Wealth Partners LLC
NEW369—+369——$18.6K—2026-10-27
Independence Bank of Kentucky
NEW327—+327——$16.5K—2026-10-26
Compass Financial Management LLC
INCREASED301268+33+12%$13.6K$15.2K+$1.6K2026-10-30
Eukles Asset Management
UNCHANGED28028000%$14.2K$14.1K-$562026-11-04
Comprehensive Financial Planning, Inc.
INCREASED251249+2+1%$12.6K$12.7K+$782026-10-27
Brown, Lisle Ings, Inc.
INCREASED25048+202+421%$2.4K$12.6K+$10.2K2026-10-16
Deseret Mutual Benefit Administrators
UNCHANGED19519500%$9.9K$9.8K-$392026-11-04
Silver Grove Financial Group, Inc.
INCREASED189159+30+19%$8.0K$9.5K+$1.5K2026-11-05
Mather Group, Llc.
INCREASED18525+160+640%$1.3K$9.3K+$8.1K2026-10-14
Investors Research Corp
UNCHANGED17217200%$8.7K$8.7K-$342026-10-07
Centerpoint Advisors, LLC
INCREASED11777+40+52%$4$6+$22026-11-05
Farmers & Merchants Investments Inc
NEW112—+112——$5.6K—2026-10-22
Hilltop National Bank
UNCHANGED979700%$4.9K$4.9K-$192026-10-14
Maryland Capital Advisors Inc.
UNCHANGED949400%$4.8K$4.7K-$192026-10-15
Tounjian Advisory Partners, LLC
DECREASED83241-158-66%$12.2K$4.2K-$8.0K2026-11-04
Abound Wealth Management
DECREASED791,011-932-92%$51.1K$4.0K-$47.1K2026-10-26
Signature Resources Capital Management, LLC
DECREASED63433-370-85%$21.9K$3.2K-$18.7K2026-10-16
Arvest Investments, Inc.
UNCHANGED636300%$3.2K$3.2K-$122026-10-21
Vima LLC
UNCHANGED393900%$2.0K$2.0K-$82026-10-23
First Command Advisory Services, Inc.
NEW21—+21——$1.1K—2026-11-05
Rakuten Securities, Inc.
DECREASED2150-29-58%$2.5K$1.1K-$1.5K2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED181800%$900$897-$32026-11-02
Spurstone Advisory Services, LLC
UNCHANGED131300%$655$653-$22026-11-02
Vermillion Wealth Management, Inc.
NEW11—+11——$554—2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED111100%$556$554-$22026-10-20
Asset Dedication, LLC
UNCHANGED101000%$525$523-$22026-11-03
Wolff Wiese Magana LLC
UNCHANGED101000%$506$504-$22026-10-15
McCarley & Cook Financial Planners
UNCHANGED7700%$354$353-$12026-10-21
Gamma Investing LLC
UNCHANGED6600%$303$302-$12026-10-08
POM Investment Strategies, LLC
NEW2—+2——$101—2026-10-20
Simplex Trading, LLC
NEW1—+1——$50—2026-11-04
Scarborough Advisors, LLC
CLOSED0214,087-214,087-100%$10.8M$0-$10.8M2026-10-16
Newport Capital Group, LLC
CLOSED0104,781-104,781-100%$5.3M$0-$5.3M2026-10-16
Financial Futures Ltd Liability Co.
CLOSED056,984-56,984-100%$2.9M$0-$2.9M2026-10-13
Mirae Asset Global Investments Co., Ltd.
CLOSED024,962-24,962-100%$1.3M$0-$1.3M2026-11-03
TBH Global Asset Management, LLC
CLOSED011,997-11,997-100%$606.7K$0-$606.7K2026-11-03
Nolet Wealth Management, LLC
CLOSED09,999-9,999-100%$505.6K$0-$505.6K2026-10-15
Midland Wealth Advisors, LLC
CLOSED09,432-9,432-100%$477.0K$0-$477.0K2026-10-26
World Equity Group, Inc.
CLOSED07,171-7,171-100%$362.6K$0-$362.6K2026-10-14
Continuum Wealth Advisors, LLC
CLOSED06,342-6,342-100%$320.7K$0-$320.7K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED06,063-6,063-100%$306.6K$0-$306.6K2026-10-13
Crumly & Associates Inc.
CLOSED04,562-4,562-100%$230.7K$0-$230.7K2026-10-07
NorthCrest Asset Manangement, LLC
CLOSED04,531-4,531-100%$228.6K$0-$228.6K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED04,500-4,500-100%$227.6K$0-$227.6K2026-11-03
RMG Wealth Management LLC
CLOSED04,366-4,366-100%$220.3K$0-$220.3K2026-10-26
Prentice Wealth Management LLC
CLOSED04,336-4,336-100%$219.3K$0-$219.3K2026-10-20
Tectonic Advisors LLC
CLOSED04,097-4,097-100%$207.2K$0-$207.2K2026-10-22
Courier Capital LLC
CLOSED04,087-4,087-100%$206.7K$0-$206.7K2026-10-19
Sound Income Strategies, LLC
CLOSED04,074-4,074-100%$206.0K$0-$206.0K2026-10-09
Strong Retirement Solutions LLC
CLOSED04,002-4,002-100%$202.4K$0-$202.4K2026-10-07
Angeles Wealth Management, LLC
CLOSED04,000-4,000-100%$202.3K$0-$202.3K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,966-1,966-100%$99.4K$0-$99.4K2026-10-14
Maseco LLP
CLOSED01,224-1,224-100%$61.9K$0-$61.9K2026-10-27
GGM Financial LLC
CLOSED01,186-1,186-100%$60.0K$0-$60.0K2026-11-05
Toth Financial Advisory Corp
CLOSED0917-917-100%$46.4K$0-$46.4K2026-10-08
Flagship Wealth Advisors, LLC
CLOSED0897-897-100%$45.4K$0-$45.4K2026-11-03
Beacon Financial Strategies Corp
CLOSED0668-668-100%$33.8K$0-$33.8K2026-10-14
Cornerstone Planning Group LLC
CLOSED0616-616-100%$31.1K$0-$31.1K2026-10-16
Strengthening Families & Communities, LLC
CLOSED0555-555-100%$28.1K$0-$28.1K2026-10-21
Tucker Asset Management LLC
CLOSED0419-419-100%$21.2K$0-$21.2K2026-10-29
LifeSteps Financial, Inc.
CLOSED0370-370-100%$18.7K$0-$18.7K2026-10-15
Oakworth Capital, Inc.
CLOSED0292-292-100%$14.8K$0-$14.8K2026-10-26
Indiana Trust & Investment Management Co
CLOSED0173-173-100%$8.7K$0-$8.7K2026-10-22
GHP Investment Advisors, Inc.
CLOSED073-73-100%$3.7K$0-$3.7K2026-10-15
Sage Mountain Advisors LLC
CLOSED01-1-100%$51$0-$512026-11-02
RHL Group, LLC
CLOSED01-1-100%$51$0-$512026-11-04
Illumine Investment Management, LLC
UNCHANGED000—$4.4M$4.4M+$56.2K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$699.7K$863.6K+$163.9K2026-10-29
JPMorgan Chase & Co
N/A—98,255,683-98,255,683-100%$5.0B———
Morgan Stanley
N/A—63,410,002-63,410,002-100%$3.2B———
LPL Financial LLC
N/A—19,992,863-19,992,863-100%$1.0B———
Bank of America Corp
N/A—18,129,440-18,129,440-100%$916.8M———
Betterment LLC
N/A—13,758,242-13,758,242-100%$695.8M———
FMR LLC
N/A—12,793,148-12,793,148-100%$646.9M———
Charles Schwab Investment Management Inc
N/A—12,005,579-12,005,579-100%$607.1M———
Wells Fargo & Company
N/A—11,835,783-11,835,783-100%$598.5M———
UBS Group AG
N/A—9,881,452-9,881,452-100%$499.7M———
Raymond James Financial Inc
N/A—6,111,281-6,111,281-100%$309.0M———
Cerity Partners LLC
N/A—5,448,316-5,448,316-100%$275.5M———
Royal Bank of Canada
N/A—5,291,854-5,291,854-100%$267.6M———
Envestnet Asset Management Inc
N/A—4,289,310-4,289,310-100%$216.9M———
Cetera Investment Advisers
N/A—4,090,820-4,090,820-100%$206.9M———
Northwestern Mutual Wealth Management Co
N/A—3,647,775-3,647,775-100%$184.5M———
Ameriprise Financial Inc
N/A—2,839,964-2,839,964-100%$143.6M———
Osaic Holdings, Inc.
N/A—2,714,023-2,714,023-100%$137.3M———
Kensington Asset Management, LLC
N/A—2,701,053-2,701,053-100%$136.6M———
Jones Financial Companies Lllp
N/A—2,667,552-2,667,552-100%$134.9M———
Waverly Advisors, LLC
N/A—2,360,792-2,360,792-100%$119.4M———
Stifel Financial Corp
N/A—2,142,892-2,142,892-100%$108.4M———
Bridgewater Advisors Inc.
N/A—2,057,137-2,057,137-100%$103.7M———
HighTower Advisors, LLC
N/A—1,988,463-1,988,463-100%$100.6M———
Focus Partners Wealth
N/A—1,804,211-1,804,211-100%$91.2M———
Ancora Advisors LLCA
N/A—1,774,918-1,774,918-100%$89.8M———
RiverFront Investment Group, LLC
N/A—1,580,803-1,580,803-100%$79.9M———
Rock Creek Group LLC
N/A—1,303,970-1,303,970-100%$65.9M———
Trustmark Bank Trust Department
N/A—1,300,703-1,300,703-100%$65.8M———
Bramshill Investments, LLC
N/A—1,282,964-1,282,964-100%$64.9M———
N.E.W. Advisory Services LLC
N/A—1,272,405-1,272,405-100%$64.3M———
NewEdge Advisors, LLC
N/A—1,260,051-1,260,051-100%$63.7M———
United Capital Financial Advisors, LLC
N/A—1,181,875-1,181,875-100%$59.7M———
SEI Investments Co
N/A—1,174,372-1,174,372-100%$59.4M———
Integrated Wealth Concepts LLC
N/A—1,168,286-1,168,286-100%$59.1M———
MML Investors Services, LLC
N/A—1,125,142-1,125,142-100%$56.9M———
Captrust Financial Advisors
N/A—1,104,176-1,104,176-100%$55.8M———
Naviter Wealth, LLC
N/A—1,099,150-1,099,150-100%$55.6M———
Acorns Advisers, LLC
N/A—1,074,374-1,074,374-100%$54.3M———
WNY Asset Management, LLC
N/A—1,060,184-1,060,184-100%$53.6M———
Gotham Asset Management, LLC
N/A—1,046,242-1,046,242-100%$52.9M———
NorthCoast Asset Management LLC
N/A—1,002,831-1,002,831-100%$50.7M———
Private Advisor Group, LLC
N/A—986,804-986,804-100%$49.9M———
Round Rock Advisors LLC
N/A—953,692-953,692-100%$48.2M———
PFG Investments, LLC
N/A—912,435-912,435-100%$46.1M———
AE Wealth Management LLC
N/A—905,774-905,774-100%$45.8M———
Stephens Inc
N/A—826,961-826,961-100%$41.8M———
MAI Capital Management
N/A—794,088-794,088-100%$40.2M———
Fairview Capital Investment Management, LLC
N/A—722,623-722,623-100%$36.5M———
Retirement Income Solutions, Inc
N/A—718,740-718,740-100%$36.4M———
Franklin Resources Inc
N/A—714,153-714,153-100%$36.1M———
Mariner, LLC
N/A—706,267-706,267-100%$35.7M———
Rockefeller Capital Management L.P.
N/A—695,481-695,481-100%$35.2M———
Dakota Wealth Management
N/A—686,045-686,045-100%$34.7M———
Mcmorgan & Co LLC
N/A—668,362-668,362-100%$33.8M———
Valmark Advisers, Inc.
N/A—663,670-663,670-100%$33.6M———
&partners
N/A—623,361-623,361-100%$31.5M———
Peapack Gladstone Financial Corp
N/A—621,985-621,985-100%$31.5M———
Requisite Capital Management, LLC
N/A—612,480-612,480-100%$31.0M———
Neuberger Berman Group LLC
N/A—587,095-587,095-100%$29.7M———
Equitable Holdings, Inc.
N/A—565,252-565,252-100%$28.6M———
Aptus Capital Advisors, LLC
N/A—553,871-553,871-100%$28.0M———
Stratos Wealth Partners, Ltd.
N/A—544,767-544,767-100%$27.5M———
WCG Wealth Advisors LLC
N/A—518,316-518,316-100%$26.2M———
Sollinda Capital Management LLC
N/A—504,872-504,872-100%$25.5M———
Mason Street Advisors, LLC
N/A—494,716-494,716-100%$25.0M———
American Trust
N/A—468,313-468,313-100%$23.7M———
Janney Montgomery Scott LLC
N/A—463,219-463,219-100%$23.4M———
Saiph Capital, LLC
N/A—456,852-456,852-100%$23.1M———
Harbour Investments, Inc.
N/A—447,169-447,169-100%$22.6M———
Sand Hill Global Advisors, LLC
N/A—431,876-431,876-100%$21.8M———
Thomasville National Bank
N/A—421,402-421,402-100%$21.3M———
Ameritas Advisory Services, LLC
N/A—409,731-409,731-100%$20.7M———
Palumbo Wealth Management LLC
N/A—399,763-399,763-100%$20.2M———
Compass Financial Services Inc
N/A—396,256-396,256-100%$20.0M———
BNP Paribas Financial Markets
N/A—388,798-388,798-100%$19.7M———
White Wing Wealth Management
N/A—388,423-388,423-100%$19.6M———
Donaldson Capital Management, LLC
N/A—381,370-381,370-100%$19.3M———
Essex Financial Services, Inc.
N/A—375,686-375,686-100%$19.0M———
Sanctuary Advisors, LLC
N/A—374,421-374,421-100%$18.9M———
Baird Financial Group, Inc.
N/A—370,632-370,632-100%$18.7M———
Pinnacle Financial Partners, Inc.
N/A—363,695-363,695-100%$18.4M———
Savant Capital, LLC
N/A—363,347-363,347-100%$18.4M———
Modern Wealth Management, LLC
N/A—359,025-359,025-100%$18.2M———
Advisory Services Network, LLC
N/A—349,951-349,951-100%$17.7M———
Mercer Global Advisors Inc
N/A—327,971-327,971-100%$16.6M———
Causey Wealth LLC
N/A—326,485-326,485-100%$16.5M———
Summit Wealth Partners, LLC
N/A—324,561-324,561-100%$16.4M———
OneDigital Investment Advisors LLC
N/A—320,363-320,363-100%$16.2M———
Allworth Financial LP
N/A—319,769-319,769-100%$16.2M———
Legacy Wealth Advisors, LLC
N/A—313,432-313,432-100%$15.9M———
Morrissey Wealth Management, LLC
N/A—311,291-311,291-100%$15.6M———
Composition Wealth, LLC
N/A—306,036-306,036-100%$15.5M———
Clearstead Advisors, LLC
N/A—298,529-298,529-100%$15.1M———
Ruggaard & Associates LLC
N/A—295,794-295,794-100%$15.0M———
Paces Ferry Wealth Advisors, LLC
N/A—279,870-279,870-100%$14.2M———
Atlantic Union Bankshares Corp
N/A—279,354-279,354-100%$14.1M———
Crestmont Private Wealth LLC
N/A—278,757-278,757-100%$14.1M———
Great Valley Advisor Group, Inc.
N/A—272,457-272,457-100%$13.8M———
Wellington Grp LLC
N/A—269,355-269,355-100%$13.6M———
Scotia Capital Inc.
N/A—266,603-266,603-100%$13.5M———
NewEdge Wealth, LLC
N/A—265,262-265,262-100%$13.4M———
Paradigm Capital Management, LLC
N/A—261,625-261,625-100%$13.2M———
Clark Capital Management Group, Inc.
N/A—261,136-261,136-100%$13.2M———
TD Capital Management LLC
N/A—247,217-247,217-100%$12.5M———
Invst, LLC
N/A—235,002-235,002-100%$11.9M———
Houlihan Financial Resource Group, Ltd.
N/A—231,209-231,209-100%$11.7M———
Legacy Capital Group California, Inc.
N/A—228,759-228,759-100%$11.6M———
Northeast Planning Associates, Inc. / NH /
N/A—226,494-226,494-100%$10.5M———
Retirement Capital Strategies
N/A—226,339-226,339-100%$11.4M———
Ironwood Investment Counsel, LLC
N/A—223,060-223,060-100%$11.3M———
Investment Advisory Services Group LLC
N/A—219,027-219,027-100%$11.1M———
J. Mark Nickell & Co.
N/A—215,388-215,388-100%$10.9M———
Western Wealth Management, LLC
N/A—209,203-209,203-100%$10.6M———
American Financial Advisors, LLC
N/A—208,413-208,413-100%$10.5M———
Tradition Wealth Management, LLC
N/A—206,798-206,798-100%$10.5M———
Prosperity Consulting Group, LLC
N/A—205,153-205,153-100%$10.4M———
Per Stirling Capital Management, Llc.
N/A—204,252-204,252-100%$10.3M———
Centaurus Financial, Inc.
N/A—204,214-204,214-100%$10.3M———
Mutual Advisors, LLC
N/A—200,888-200,888-100%$10.2M———
IFG Advisory, LLC
N/A—200,579-200,579-100%$10.1M———
Blom & Howell Financial Planning, Inc.
N/A—200,054-200,054-100%$10.1M———
Frisch Financial Group, Inc.
N/A—198,598-198,598-100%$10.0M———
RPg Family Wealth Advisory, LLC
N/A—197,941-197,941-100%$10.0M———
Ackerman Asset Management, LLC
N/A—196,511-196,511-100%$9.9M———
Mach-1 Financial Group, LLC
N/A—195,800-195,800-100%$9.9M———
Alexis Investment Partners, LLC
N/A—192,703-192,703-100%$9.7M———
Harbour Investment Management LLC
N/A—191,705-191,705-100%$9.7M———
GTS Securities LLC
N/A—188,126-188,126-100%$9.5M———
Cornerstone Advisory, LLC
N/A—187,979-187,979-100%$9.5M———
Beacon Pointe Advisors, LLC
N/A—184,273-184,273-100%$9.3M———
AQR Capital Management LLC
N/A—183,973-183,973-100%$9.3M———
Anchor Investment Management, LLC
N/A—183,523-183,523-100%$9.3M———
Jaffetilchin Investment Partners, LLC
N/A—182,549-182,549-100%$9.2M———
Granite Bay Wealth Management, LLC
N/A—178,785-178,785-100%$9.0M———
Cresset Asset Management, LLC
N/A—176,450-176,450-100%$8.9M———
Tiemann Investment Advisors, LLC
N/A—175,937-175,937-100%$8.9M———
Wills Financial Group LLC
N/A—167,437-167,437-100%$8.5M———
Plotkin Financial Advisors, LLC
N/A—164,890-164,890-100%$8.3M———
Stratos Wealth Advisors, LLC
N/A—158,574-158,574-100%$8.0M———
Hilltop Holdings Inc.
N/A—154,414-154,414-100%$7.8M———
Rothschild Wealth LLC
N/A—153,173-153,173-100%$7.7M———
Goldstone Financial Group, LLC
N/A—149,899-149,899-100%$7.6M———
Wealth Advisors of Tampa Bay, LLC
N/A—148,582-148,582-100%$7.5M———
Gateway Wealth Partners, LLC
N/A—148,546-148,546-100%$7.5M———
Brooks, Moore & Associates, Inc.
N/A—148,376-148,376-100%$7.5M———
Geneos Wealth Management Inc.
N/A—144,677-144,677-100%$7.3M———
Atlas Legacy Advisors, LLC
N/A—141,635-141,635-100%$7.2M———
EP Wealth Advisors, LLC
N/A—138,507-138,507-100%$7.0M———
Orion Capital Management LLC
N/A—138,036-138,036-100%$7.0M———
Advisory Alpha, LLC
N/A—136,583-136,583-100%$6.9M———
Webster Bank, N. A.
N/A—135,181-135,181-100%$6.8M———
Barnes Wealth Management Group, Inc
N/A—133,274-133,274-100%$6.7M———
Steward Partners Investment Advisory, LLC
N/A—132,222-132,222-100%$6.7M———
Mason & Associates Inc
N/A—131,826-131,826-100%$6.7M———
One Capital Management, LLC
N/A—128,942-128,942-100%$6.5M———
Ascension Capital Advisors, Inc.
N/A—127,010-127,010-100%$6.4M———
JDM Financial Group LLC
N/A—125,954-125,954-100%$6.4M———
Midwestern Financial, LLC
N/A—125,148-125,148-100%$6.3M———
Daybright Advisory Services, Inc.
N/A—122,371-122,371-100%$6.2M———
Merit Financial Group, LLC
N/A—120,095-120,095-100%$6.1M———
First Manhattan Co. Llc.
N/A—117,331-117,331-100%$5.9M———
5T Wealth, LLC
N/A—115,809-115,809-100%$5.9M———
Mountain Capital Investment Advisors Inc.
N/A—114,051-114,051-100%$5.8M———
Cauble & Harre Wealth Management, Inc.
N/A—111,433-111,433-100%$5.6M———
Concord Investment Counsel Inc.
N/A—110,745-110,745-100%$5.6M———
Paladin Advisory Group, LLC
N/A—110,431-110,431-100%$5.6M———
Sequoia Financial Advisors, LLC
N/A—108,040-108,040-100%$5.5M———
Aspire Capital Advisors LLC
N/A—106,501-106,501-100%$5.4M———
Counterweight Ventures, LLC
N/A—105,201-105,201-100%$5.3M———
Sun Financial Inc
N/A—104,291-104,291-100%$5.3M———
Garden State Investment Advisory Services LLC
N/A—103,711-103,711-100%$5.2M———
Founders Financial Alliance, LLC
N/A—103,383-103,383-100%$5.2M———
Quantinno Capital Management LP
N/A—102,696-102,696-100%$5.2M———
WMS Group LLC
N/A—101,560-101,560-100%$5.1M———
Entelevest, LLC
N/A—101,307-101,307-100%$5.1M———
Perissos Private Wealth Management, LLC
N/A—101,191-101,191-100%$5.1M———
Advocacy Wealth Management, LLC
N/A—100,560-100,560-100%$5.1M———
Main Street Financial Solutions, LLC
N/A—98,105-98,105-100%$5.0M———
Colonial Trust Advisors
N/A—98,013-98,013-100%$5.0M———
Alpha Zero LLC
N/A—97,059-97,059-100%$4.9M———
Money Concepts Capital Corp
N/A—96,852-96,852-100%$4.9M———
MidFirst Bank
N/A—92,801-92,801-100%$4.7M———
SlateStone Wealth, LLC
N/A—91,320-91,320-100%$4.6M———
Strategic Wealth Advisors LLC
N/A—89,892-89,892-100%$4.5M———
Principal Securities, Inc.
N/A—89,569-89,569-100%$4.5M———
Hayek Kallen Investment Management
N/A—89,474-89,474-100%$4.5M———
Faithward Advisors, LLC
N/A—88,229-88,229-100%$4.5M———
Summit Financial, LLC
N/A—86,883-86,883-100%$4.4M———
Vawter Financial, Ltd.
N/A—85,244-85,244-100%$4.3M———
Novare Capital Management LLC
N/A—85,039-85,039-100%$4.3M———
Natixis Advisors, LLC
N/A—84,694-84,694-100%$4.3M———
Global Retirement Partners, LLC
N/A—84,218-84,218-100%$4.3M———
Arax Advisory Partners
N/A—82,927-82,927-100%$4.2M———
Southeast Asset Advisors, LLC
N/A—82,145-82,145-100%$4.2M———
Hershey Financial Advisers, LLC
N/A—81,730-81,730-100%$4.1M———
Arkadios Wealth Advisors
N/A—81,673-81,673-100%$4.1M———
GatePass Capital, LLC
N/A—80,942-80,942-100%$4.1M———
Arrowroot Family Office, LLC
N/A—80,939-80,939-100%$4.1M———
Crewe Advisors LLC
N/A—80,466-80,466-100%$4.1M———
Kingsview Wealth Management, LLC
N/A—79,780-79,780-100%$4.0M———
Shah Wealth Advisors, LLC
N/A—77,195-77,195-100%$3.9M———
National Philanthropic Trust
N/A—77,045-77,045-100%$3.9M———
Continuum Advisory, LLC
N/A—75,093-75,093-100%$3.8M———
Legacy Financial Advisors, Inc.
N/A—73,703-73,703-100%$3.7M———
Bartlett & Co. Wealth Management LLC
N/A—73,552-73,552-100%$3.7M———
Voya Investment Management LLC
N/A—73,512-73,512-100%$3.7M———
Northstar Financial Companies, Inc.
N/A—72,039-72,039-100%$3.6M———
Wealthfront Advisers LLC
N/A—71,424-71,424-100%$3.6M———
Guardian Wealth Advisors, LLC / NC
N/A—70,928-70,928-100%$3.6M———
TFO Wealth Partners, LLC
N/A—70,052-70,052-100%$3.5M———
Keystone Financial Services, LLC
N/A—69,614-69,614-100%$3.5M———
Sargent Investment Group, LLC
N/A—69,604-69,604-100%$3.5M———
World Investment Advisors
N/A—69,532-69,532-100%$3.5M———
Vienna Asset Management LLC
N/A—67,669-67,669-100%$3.4M———
Oxbow Advisors, LLC
N/A—66,808-66,808-100%$3.4M———
Compass Financial Group, Inc.
N/A—65,041-65,041-100%$3.3M———
Financial Engines Advisors L.L.C.
N/A—64,871-64,871-100%$3.3M———
FAS Wealth Partners, Inc.
N/A—64,219-64,219-100%$3.2M———
Nwam LLC
N/A—64,171-64,171-100%$3.2M———
OakTrust Wealth Advisors, LLC
N/A—63,435-63,435-100%$3.2M———
Wealthedge Investment Advisors, LLC
N/A—62,784-62,784-100%$3.2M———
Cedarwood Wealth LLC
N/A—62,713-62,713-100%$3.2M———
Strategic Wealth Partners, Ltd.
N/A—61,371-61,371-100%$3.1M———
Boston Family Office LLC
N/A—59,932-59,932-100%$3.0M———
Wealthgarden F.S. LLC
N/A—59,404-59,404-100%$3.0M———
CreativeOne Wealth, LLC
N/A—57,417-57,417-100%$2.9M———
Holderness Investments Co
N/A—56,650-56,650-100%$2.9M———
Keystone Financial Group
N/A—56,208-56,208-100%$2.8M———
Johnson Financial Group, Inc.
N/A—56,066-56,066-100%$2.8M———
Level Four Advisory Services, LLC
N/A—53,701-53,701-100%$2.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—52,828-52,828-100%$2.7M———
Burnham & Co LLC
N/A—51,400-51,400-100%$2.6M———
Bank of Montreal
N/A—51,153-51,153-100%$2.6M———
Bolthouse Investments, LLC
N/A—49,444-49,444-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—49,282-49,282-100%$2.5M———
Delos Wealth Advisors, LLC
N/A—49,203-49,203-100%$2.5M———
Greenwich Wealth Management LLC
N/A—48,750-48,750-100%$2.5M———
Auxano Advisors, LLC
N/A—48,731-48,731-100%$2.5M———
Yarger Wealth Strategies, LLC
N/A—48,067-48,067-100%$2.4M———
Perennial Investment Advisors, LLC
N/A—45,407-45,407-100%$2.3M———
Gentry Private Wealth, LLC
N/A—44,318-44,318-100%$2.2M———
9823 Capital, L.P.
N/A—43,574-43,574-100%$2.2M———
Kovack Advisors, Inc.
N/A—43,457-43,457-100%$2.2M———
West Michigan Advisors, LLC
N/A—43,311-43,311-100%$2.2M———
Cozad Asset Management Inc
N/A—42,846-42,846-100%$2.2M———
Capstone Wealth Management, Inc.
N/A—42,640-42,640-100%$2.1M———
Colonial Trust Co / SC
N/A—42,319-42,319-100%$2.1M———
Advisors Capital Management, LLC
N/A—42,123-42,123-100%$2.1M———
First Foundation Advisors
N/A—42,054-42,054-100%$2.1M———
Sovereign Financial Group, Inc.
N/A—41,502-41,502-100%$2.1M———
NewSquare Capital LLC
N/A—41,122-41,122-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—40,764-40,764-100%$2.1M———
Berger Financial Group, Inc
N/A—40,556-40,556-100%$2.1M———
CFO4Life Group, LLC
N/A—40,365-40,365-100%$2.0M———
FCA Corp
N/A—40,117-40,117-100%$2.0M———
Insight 2811, Inc.
N/A—39,397-39,397-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—38,994-38,994-100%$2.0M———
Texas Yale Capital Corp.
N/A—38,838-38,838-100%$2.0M———
Martin Investment Management, LLC
N/A—38,747-38,747-100%$2.0M———
Nikulski Financial, Inc.
N/A—38,488-38,488-100%$1.9M———
Wealthspire Advisors, LLC
N/A—37,628-37,628-100%$1.9M———
Authentikos Wealth Advisory, LLC
N/A—36,807-36,807-100%$1.9M———
Pasadena Private Wealth, LLC
N/A—36,806-36,806-100%$1.9M———
Benjamin Edwards Inc
N/A—35,660-35,660-100%$1.8M———
Vista Cima Wealth Management LLC
N/A—34,917-34,917-100%$1.8M———
OneAscent Wealth Management LLC
N/A—34,243-34,243-100%$1.7M———
Aspen Wealth Strategies, LLC
N/A—34,086-34,086-100%$1.7M———
Dunhill Financial, LLC
N/A—33,551-33,551-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—32,939-32,939-100%$1.7M———
BFC Planning, Inc.
N/A—31,157-31,157-100%$1.6M———
Laraway Financial Advisors Inc
N/A—30,865-30,865-100%$1.6M———
Belpointe Asset Management LLC
N/A—30,366-30,366-100%$1.5M———
ProVise Management Group, LLC
N/A—29,853-29,853-100%$1.5M———
TPG Financial Advisors, LLC
N/A—29,831-29,831-100%$1.5M———
UMB Bank, n.a.
N/A—29,515-29,515-100%$1.5M———
Cahill Financial Advisors Inc
N/A—27,603-27,603-100%$1.4M———
Cofg Advisors, LLC
N/A—27,352-27,352-100%$1.4M———
Diversified Trust Co
N/A—26,933-26,933-100%$1.4M———
Condor Capital Management
N/A—26,763-26,763-100%$1.4M———
Family Manage LLC
N/A—26,475-26,475-100%$1.3M———
Arcus Capital Partners, LLC
N/A—26,429-26,429-100%$1.3M———
IHT Wealth Management, LLC
N/A—25,785-25,785-100%$1.3M———
Cary Street Partners Financial LLC
N/A—25,763-25,763-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—25,721-25,721-100%$1.3M———
Vista Investment Management
N/A—25,631-25,631-100%$1.3M———
WealthTrak Capital Management LLC
N/A—25,290-25,290-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—25,036-25,036-100%$1.3M———
FourThought Financial Partners, LLC
N/A—24,926-24,926-100%$1.3M———
Blue Chip Partners, LLC
N/A—24,915-24,915-100%$1.3M———
Entruity Wealth, LLC
N/A—24,654-24,654-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—24,600-24,600-100%$1.2M———
Beta Wealth Group, Inc.
N/A—22,855-22,855-100%$1.2M———
Alteri Wealth LLC
N/A—21,988-21,988-100%$1.1M———
OneAscent Financial Services LLC
N/A—21,450-21,450-100%$1.1M———
Daner Wealth Management, LLC
N/A—21,419-21,419-100%$1.1M———
Roble, Belko & Company, Inc
N/A—21,396-21,396-100%$1.1M———
Wall Street Financial Group, Inc.
N/A—21,295-21,295-100%$1.1M———
Savvy Advisors, Inc.
N/A—20,859-20,859-100%$1.1M———
Generation Capital Management LLC
N/A—20,850-20,850-100%$1.1M———
Keel Point, LLC
N/A—20,796-20,796-100%$1.1M———
Petix & Botte Co
N/A—20,234-20,234-100%$1.0M———
Capital Analysts, LLC
N/A—20,133-20,133-100%$1.0M———
Park Place Capital Corp
N/A—19,999-19,999-100%$1.0M———
Wellington-Altus USA Inc.
N/A—19,900-19,900-100%$1.0M———
Everstar Asset Management, LLC
N/A—19,706-19,706-100%$996.5K———
Rollins Financial Advisors, LLC
N/A—19,343-19,343-100%$978.2K———
L & S Advisors Inc
N/A—19,207-19,207-100%$971.3K———
Mosaic Financial Group, LLC
N/A—19,170-19,170-100%$969.0K———
Baron Silver Stevens Financial Advisors, LLC
N/A—18,638-18,638-100%$942.5K———
Second Line Capital, LLC
N/A—18,626-18,626-100%$941.9K———
Little House Capital LLC
N/A—18,593-18,593-100%$940.2K———
Fiduciary Financial Advisors
N/A—18,468-18,468-100%$933.8K———
Nelson Capital Management, LLC
N/A—18,451-18,451-100%$933.1K———
J. M. Brown & Associates Inc.
N/A—18,091-18,091-100%$914.9K———
Smartleaf Asset Management LLC
N/A—17,434-17,434-100%$881.8K———
Channel Wealth LLC
N/A—17,422-17,422-100%$881.0K———
Foster & Motley Inc
N/A—17,408-17,408-100%$880.0K———
Thoroughbred Financial Services, LLC
N/A—17,374-17,374-100%$878.0K———
Cannon Wealth Management Services, LLC
N/A—17,281-17,281-100%$873.9K———
Caerus Investment Advisors, LLC
N/A—17,269-17,269-100%$873.3K———
Medallion Wealth Advisors, LLC
N/A—16,755-16,755-100%$1.2M———
Independent Advisor Alliance
N/A—16,664-16,664-100%$842.7K———
Core Wealth Advisors, Inc.
N/A—16,268-16,268-100%$822.7K———
New Insight Wealth Advisors
N/A—16,102-16,102-100%$814.3K———
Curi Capital, LLC
N/A—15,891-15,891-100%$803.6K———
Bank of Hawaii
N/A—15,788-15,788-100%$798.4K———
Regal Investment Advisors LLC
N/A—15,090-15,090-100%$763.1K———
Pallas Capital Advisors LLC
N/A—15,046-15,046-100%$760.9K———
Tradewinds, Llc.
N/A—14,991-14,991-100%$12.9M———
Aspen Grove Capital, LLC
N/A—14,721-14,721-100%$744.5K———
GeoWealth Management, LLC
N/A—14,478-14,478-100%$732.2K———
Bleakley Financial Group, LLC
N/A—13,937-13,937-100%$704.8K———
Access Financial Services, Inc.
N/A—13,673-13,673-100%$691.4K———
IMA Advisory Services, Inc.
N/A—13,200-13,200-100%$667.5K———
Rasp Wealth Solutions, LLC
N/A—12,972-12,972-100%$656.0K———
Brio Consultants, LLC
N/A—12,903-12,903-100%$652.5K———
Safeguard Investment Advisory Group, LLC
N/A—12,827-12,827-100%$648.7K———
Bluespring Wealth Management, LLC
N/A—12,334-12,334-100%$623.7K———
Byrne Financial Freedom, LLC
N/A—12,297-12,297-100%$621.9K———
Ridge Creek Global, Inc
N/A—12,057-12,057-100%$609.7K———
Marble Wealth, LLC
N/A—11,977-11,977-100%$605.7K———
J Hagan Capital, Inc.
N/A—11,968-11,968-100%$605.2K———
Argent Trust Co
N/A—11,818-11,818-100%$597.6K———
Lifeworks Advisors, LLC
N/A—11,744-11,744-100%$593.9K———
McCartney Wealth Management LLC
N/A—11,457-11,457-100%$579.4K———
Nicholson Meyer Capital Management, Inc.
N/A—11,337-11,337-100%$573.3K———
SHP Wealth Management
N/A—11,328-11,328-100%$572.9K———
Prossimo Advisors, LLC
N/A—11,248-11,248-100%$568.8K———
Silver OAK Securities, Incorporated
N/A—11,183-11,183-100%$565.5K———
Gamco Investors, Inc. ET AL
N/A—11,181-11,181-100%$565.4K———
B & T Capital Management DBA Alpha Capital Management
N/A—10,900-10,900-100%$551.2K———
Nicolet Bankshares Inc
N/A—10,843-10,843-100%$548.3K———
Strategies Wealth Advisors, LLC
N/A—10,781-10,781-100%$545.2K———
AssuredPartners Investment Advisors, LLC
N/A—10,780-10,780-100%$545.2K———
Flputnam Investment Management Co
N/A—10,726-10,726-100%$542.4K———
Carter Financial, LLC
N/A—10,602-10,602-100%$536.1K———
Hopwood Nicholas Hunter
N/A—10,447-10,447-100%$528.3K———
Orion Porfolio Solutions, LLC
N/A—10,352-10,352-100%$523.5K———
URS Advisory LLC
N/A—10,279-10,279-100%$519.8K———
HM Payson & Co
N/A—10,198-10,198-100%$515.7K———
D L Carlson Investment Group Inc
N/A—10,132-10,132-100%$512.4K———
Logan Capital Management Inc
N/A—9,953-9,953-100%$503.3K———
Delta Investment Management, LLC
N/A—9,900-9,900-100%$500.6K———
Mpwm Advisory Solutions, LLC
N/A—9,579-9,579-100%$484.4K———
Proffitt & Goodson Inc
N/A—9,322-9,322-100%$471.4K———
Tobias Financial Advisors, Inc.
N/A—9,235-9,235-100%$467.0K———
Orcam Financial Group
N/A—9,113-9,113-100%$460.9K———
Focus Partners Advisor Solutions, LLC
N/A—9,063-9,063-100%$458.4K———
Oxinas Partners, LLC
N/A—8,986-8,986-100%$454.4K———
Fiduciary Trust Co
N/A—8,949-8,949-100%$452.6K———
Johnson Investment Counsel Inc
N/A—8,933-8,933-100%$451.7K———
Potentia Wealth
N/A—8,611-8,611-100%$435.5K———
Bessemer Group Inc
N/A—8,593-8,593-100%$435.0K———
Liberty Wealth Management LLC
N/A—8,438-8,438-100%$427.0K———
Rialto Wealth Management, LLC
N/A—8,389-8,389-100%$424.2K———
RED Reef Advisors LLC
N/A—8,357-8,357-100%$422.6K———
Larch Capital Partners LLC
N/A—8,262-8,262-100%$417.8K———
Caldwell Sutter Capital, Inc.
N/A—8,193-8,193-100%$414.3K———
Perspective Wealth Advisors LLC
N/A—8,102-8,102-100%$409.7K———
Arbor Trust Wealth Advisors, LLC
N/A—8,099-8,099-100%$409.5K———
Koss-Olinger Consulting, LLC
N/A—8,054-8,054-100%$407.3K———
Fi3 Financial Advisors, LLC
N/A—7,752-7,752-100%$2.5M———
Moors & Cabot, Inc.
N/A—7,552-7,552-100%$381.9K———
One Degree Advisors Inc
N/A—7,432-7,432-100%$374.0K———
Evergreen Wealth Partners LLC
N/A—7,127-7,127-100%$360.4K———
LaSalle St. Investment Advisors, LLC
N/A—7,111-7,111-100%$359.6K———
Aurdan Capital Management, LLC
N/A—7,033-7,033-100%$355.7K———
CIBC World Market Inc.
N/A—6,643-6,643-100%$335.9K———
Vestmark Advisory Solutions, Inc.
N/A—6,590-6,590-100%$333.3K———
Kintra Wealth, LLC
N/A—6,455-6,455-100%$325.9K———
Ironvine Capital Partners, LLC
N/A—6,441-6,441-100%$325.7K———
Innovative Asset Advisors Group, LLC
N/A—6,425-6,425-100%$324.9K———
Slagle Financial, LLC
N/A—6,330-6,330-100%$320.1K———
Transamerica Financial Advisors, LLC
N/A—6,326-6,326-100%$319.9K———
Ankerstar Wealth, LLC
N/A—6,325-6,325-100%$319.9K———
Sandy Cove Advisors, LLC
N/A—6,305-6,305-100%$318.9K———
Federation des caisses Desjardins du Quebec
N/A—6,300-6,300-100%$318.6K———
HighPoint Advisor Group LLC
N/A—6,279-6,279-100%$317.5K———
SouthState Bank Corp
N/A—6,265-6,265-100%$316.8K———
Envestnet Portfolio Solutions, Inc.
N/A—6,164-6,164-100%$311.7K———
Cambient Family Office, LLC
N/A—6,032-6,032-100%$305.0K———
Icon Wealth Advisors, LLC
N/A—6,023-6,023-100%$304.6K———
NCM Capital Management, LLC
N/A—5,848-5,848-100%$295.7K———
CIBC Bancorp USA Inc.
N/A—5,793-5,793-100%$292.9K———
PlanVest Financial, Inc
N/A—5,611-5,611-100%$283.7K———
OneAscent Family Office, LLC
N/A—5,453-5,453-100%$275.8K———
SVB Wealth LLC
N/A—5,363-5,363-100%$271.2K———
Nest Investments, LLC
N/A—5,295-5,295-100%$267.7K———
Addison Capital Co
N/A—5,295-5,295-100%$267.7K———
Freestone Capital Holdings, LLC
N/A—5,289-5,289-100%$267.5K———
Lakeridge Wealth Management LLC
N/A—5,262-5,262-100%$266.1K———
Morris Financial Concepts, Inc.
N/A—5,205-5,205-100%$263.2K———
Everest Financial Group LLC
N/A—5,189-5,189-100%$262.4K———
Strategic Financial Concepts, LLC
N/A—5,189-5,189-100%$262.4K———
BlackDiamond Wealth Management, LLC
N/A—5,177-5,177-100%$261.1K———
Riverstone Advisors, LLC
N/A—5,149-5,149-100%$260.4K———
Fortis Group Advisors, LLC
N/A—5,059-5,059-100%$255.8K———
Crux Wealth Advisors
N/A—4,936-4,936-100%$249.6K———
Shufro Rose & Co LLC
N/A—4,800-4,800-100%$242.7K———
Terril Brothers, Inc.
N/A—4,800-4,800-100%$242.7K———
PMV Capital Advisers, LLC
N/A—4,795-4,795-100%$242.5K———
National Bank of Canada
N/A—4,788-4,788-100%$241.7K———
Haverford Trust Co
N/A—4,762-4,762-100%$240.8K———
Pathstone Holdings, LLC
N/A—4,609-4,609-100%$233.1K———
Troutman Wealth Management, LLC
N/A—4,539-4,539-100%$229.6K———
Resurgent Financial Advisors LLC
N/A—4,318-4,318-100%$218.4K———
Fisher Asset Management, LLC
N/A—4,295-4,295-100%$217.2K———
Hills Bank & Trust Co
N/A—4,174-4,174-100%$211.1K———
Muirfield Wealth Advisors LLC
N/A—4,164-4,164-100%$210.6K———
Planning Alternatives LTD
N/A—4,157-4,157-100%$210.2K———
Sunflower Bank, N.A.
N/A—4,115-4,115-100%$208.1K———
Mittelman Wealth Management
N/A—4,016-4,016-100%$483.5K———
Front Row Advisors LLC
N/A—4,000-4,000-100%$201.8K———
Lbmc Investment Advisors, LLC
N/A—4,000-4,000-100%$202.3K———
Venturi Wealth Management, LLC
N/A—3,970-3,970-100%$200.8K———
HHM Wealth Advisors, LLC
N/A—3,781-3,781-100%$191.2K———
Millstone Evans Group, LLC
N/A—3,412-3,412-100%$172.5K———
BlackRock, Inc.
N/A—3,219-3,219-100%$162.8K———
Sankala Group LLC
N/A—2,894-2,894-100%$146.2K———
Ameriflex Group, Inc.
N/A—2,865-2,865-100%$144.9K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,674-2,674-100%$135.2K———
Main Management LLC
N/A—2,495-2,495-100%$126.0K———
Huntington National Bank
N/A—2,106-2,106-100%$106.5K———
SOA Wealth Advisors, Llc.
N/A—2,013-2,013-100%$101.8K———
HFM Investment Advisors, LLC
N/A—1,785-1,785-100%$90.2K———
PNC Financial Services Group, Inc.
N/A—1,711-1,711-100%$86.5K———
Institute for Wealth Management, Llc.
N/A—1,652-1,652-100%$83.5K———
Brentview Investment Management LLC
N/A—1,500-1,500-100%$75.9K———
Aventura Private Wealth, LLC
N/A—1,422-1,422-100%$71.9K———
Whittier Trust Co
N/A—1,384-1,384-100%$69.8K———
UBS Asset Management Americas LLC
N/A—1,263-1,263-100%$63.9K———
Ogorek Anthony Joseph
N/A—1,200-1,200-100%$60———
Frazier Financial Advisors, LLC
N/A—1,074-1,074-100%$54.3K———
Winch Advisory Services, LLC
N/A—1,039-1,039-100%$52.5K———
Strive Financial Group,LLC
N/A—1,013-1,013-100%$51.2K———
ST Germain D J Co Inc
N/A—876-876-100%$44.3K———
Allied Private Wealth LLC
N/A—751-751-100%$37.9K———
Bogart Wealth, LLC
N/A—706-706-100%$35.7K———
Harborfront Financial Group LLC
N/A—652-652-100%$33.0K———
Copia Wealth Management
N/A—592-592-100%$29.9K———
Chelsea Counsel Co
N/A—485-485-100%$24.5K———
CVA Family Office, LLC
N/A—451-451-100%$22.8K———
Community Bank, N.A.
N/A—400-400-100%$20.2K———
Strategic Investment Solutions, Inc.
N/A—391-391-100%$19.8K———
Coston, McIsaac & Partners
N/A—336-336-100%$16———
Security National Bank of Sioux City Iowa
N/A—304-304-100%$15.4K———
Tanglewood Legacy Advisors, LLC
N/A—255-255-100%$12.9K———
Private Wealth Asset Management, LLC
N/A—250-250-100%$12.6K———
FWL Investment Management, LLC
N/A—232-232-100%$11.7K———
Crews Bank & Trust
N/A—200-200-100%$10.1K———
Cardiff Park Advisors, LLC
N/A—200-200-100%$10.1K———
Glen Eagle Advisors, LLC
N/A—150-150-100%$7.6K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$7.6K———
Financial Life Planners
N/A—141-141-100%$7.1K———
Basepoint Wealth LLC
N/A—131-131-100%$6.6K———
Highland Investment Advisors LLC
N/A—120-120-100%$6.1K———
Consultiva Wealth Management, Corp.
N/A—120-120-100%$6.1K———
Vanguard Advisers Inc
N/A—114-114-100%$5.8K———
Synergy Investment Management, LLC
N/A—104-104-100%$5.3K———
Operose Advisors LLC
N/A—94-94-100%$4.7K———
Mcguire Capital Advisors Inc
N/A—62-62-100%$3.1K———
Godfrey Financial Associates, Inc.
N/A—40-40-100%$2.0K———
Bellevue Asset Management, LLC
N/A—37-37-100%$1.9K———
Darwin Wealth Management, LLC
N/A—31-31-100%$1.6K———
LRI Investments, LLC
N/A—25-25-100%$1.3K———
Meramec Financial Planners, LLC
N/A—18-18-100%$892———
Rothschild Investment LLC
N/A—18-18-100%$910———
JPL Wealth Management, LLC
N/A—8-8-100%$405———
Steigerwald, Gordon & Koch Inc.
N/A—8-8-100%$405———
Russell Investments Group, Ltd.
N/A—3-3-100%$168———
Showing 1274 of 1274 institutions