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State Street Spdr Portfolio (SPEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares21,219,445 from 21,397,101
Change-177,656 (-1%)
Value$1.1B (-$9.6M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares18,850,627 from 17,883,639
Change+966,988 (+5%)
Value$975.7M (+$49.7M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares9,152,594 from 7,221,745
Change+1,930,849 (+27%)
Value$473.9M (+$100.0M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,518,842 from 2,423,495
Change+95,347 (+4%)
Value$130.4M (+$4.9M)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares1,396,485 from 1,506,098
Change-109,613 (-7%)
Value$72.3M (-$5.7M)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,095,309 from 1,110,730
Change-15,421 (-1%)
Value$56.7M (-$820.4K)
Filed 2026-10-27
Matauro, LLC
INCREASED
Shares1,016,241 from 647,952
Change+368,289 (+57%)
Value$52.6M (+$19.0M)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares843,549 from 878,713
Change-35,164 (-4%)
Value$43.7M (-$1.8M)
Filed 2026-11-06
Cutler Investment Counsel LLC
INCREASED
Shares825,163 from 808,417
Change+16,746 (+2%)
Value$42.7M (+$850.6K)
Filed 2026-10-28
Jnba Financial Advisors
INCREASED
Shares803,644 from 796,899
Change+6,745 (+1%)
Value$41.6M (+$333.2K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares798,357 from 788,100
Change+10,257 (+1%)
Value$41.3M (+$515.1K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares789,133 from 701,995
Change+87,138 (+12%)
Value$40.8M (+$4.5M)
Filed 2026-10-16
Capital Asset Advisory Services LLC
INCREASED
Shares766,035 from 711,629
Change+54,406 (+8%)
Value$38.0M (+$1.2M)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares693,541 from 725,002
Change-31,461 (-4%)
Value$35.9K (-$37.5M)
Filed 2026-10-26
Global Strategic Investment Solutions, LLC
DECREASED
Shares690,528 from 693,186
Change-2,658 (0%)
Value$35.7M (-$151.4K)
Filed 2026-10-16
Vicus Capital
INCREASED
Shares636,699 from 600,514
Change+36,185 (+6%)
Value$33.0M (+$1.9M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares611,656 from 619,011
Change-7,355 (-1%)
Value$31.7M (-$393.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares570,262 from 609,960
Change-39,698 (-7%)
Value$29.5K (-$31.6M)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares567,352 from 572,818
Change-5,466 (-1%)
Value$29.4M (-$294.4K)
Filed 2026-10-21
KWB Wealth
INCREASED
Shares493,608 from 476,296
Change+17,312 (+4%)
Value$25.5M (+$886.6K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
INCREASED
Shares469,612 from 452,274
Change+17,338 (+4%)
Value$24.3M (+$888.4K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares469,319 from 486,714
Change-17,395 (-4%)
Value$24.3M (-$910.1K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares465,545 from 455,253
Change+10,292 (+2%)
Value$23.6M (+$310.3K)
Filed 2026-10-13
Capital Wealth Management, LLC
INCREASED
Shares439,918 from 435,418
Change+4,500 (+1%)
Value$22.8M (+$224.2K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares431,569 from 275,902
Change+155,667 (+56%)
Value$22.3M (+$8.1M)
Filed 2026-11-02
Landmark Wealth Management, Inc.
DECREASED
Shares397,937 from 417,135
Change-19,198 (-5%)
Value$20.6M (-$1.0M)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares390,071 from 515,162
Change-125,091 (-24%)
Value$20.2M (-$5.5M)
Filed 2026-11-06
Lpwm LLC
INCREASED
Shares389,237 from 384,456
Change+4,781 (+1%)
Value$20.1M (+$239.8K)
Filed 2026-10-20
Rodgers & Associates, LTD
INCREASED
Shares387,712 from 387,231
Change+481 (+0%)
Value$20.1M (+$17.2K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares387,146 from 370,844
Change+16,302 (+4%)
Value$20.0M (+$836.4K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares371,216 from 370,421
Change+795 (+0%)
Value$19.2M (+$33.8K)
Filed 2026-11-06
Luken Investment Analytics, LLC
INCREASED
Shares365,639 from 364,088
Change+1,551 (+0%)
Value$18.9M (+$73.0K)
Filed 2026-11-06
Facet Wealth, Inc.
DECREASED
Shares349,464 from 358,467
Change-9,003 (-3%)
Value$18.1M (-$473.2K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares348,756 from 378,284
Change-29,528 (-8%)
Value$18.1M (-$1.5M)
Filed 2026-10-26
Isthmus Partners, LLC
INCREASED
Shares342,027 from 340,969
Change+1,058 (+0%)
Value$17.7M (+$47.9K)
Filed 2026-10-21
Tortoise Investment Management, LLC
INCREASED
Shares338,456 from 336,148
Change+2,308 (+1%)
Value$17.5M (+$112.7K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares336,279 from 308,106
Change+28,173 (+9%)
Value$17.4M (+$1.5M)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares320,037 from 273,978
Change+46,059 (+17%)
Value$16.6M (+$2.4M)
Filed 2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED
Shares319,840 from 289,275
Change+30,565 (+11%)
Value$16.6M (+$1.6M)
Filed 2026-11-03
KFG Wealth Management, LLC
INCREASED
Shares318,514 from 307,414
Change+11,100 (+4%)
Value$16.5M (+$568.4K)
Filed 2026-10-16
West Wealth Group, LLC
DECREASED
Shares316,839 from 326,406
Change-9,567 (-3%)
Value$16.4M (-$501.8K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares310,960 from 274,080
Change+36,880 (+13%)
Value$16.1M (+$1.9M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares306,357 from 564,667
Change-258,310 (-46%)
Value$15.8K (-$29.2M)
Filed 2026-11-05
Forbes J M & Co LLP
INCREASED
Shares291,828 from 289,824
Change+2,004 (+1%)
Value$15.1M (+$97.9K)
Filed 2026-10-16
Truefg, LLC
INCREASED
Shares290,950 from 279,163
Change+11,787 (+4%)
Value$15.1M (+$604.5K)
Filed 2026-10-15
ProVise Management Group, LLC
INCREASED
Shares289,421 from 162,851
Change+126,570 (+78%)
Value$15.0M (+$6.5M)
Filed 2026-11-06
SigFig Wealth Management, LLC
DECREASED
Shares272,825 from 281,548
Change-8,723 (-3%)
Value$14.1M (-$327.6K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares268,231 from 264,017
Change+4,214 (+2%)
Value$13.9M (+$212.9K)
Filed 2026-10-13
Peak Financial Management, Inc.
INCREASED
Shares268,118 from 264,218
Change+3,900 (+1%)
Value$13.9M (+$196.6K)
Filed 2026-10-16
ERn Financial, LLC
DECREASED
Shares266,919 from 269,872
Change-2,953 (-1%)
Value$13.8M (-$158.2K)
Filed 2026-10-28
Affiance Financial, LLC
DECREASED
Shares258,481 from 261,106
Change-2,625 (-1%)
Value$13.4M (-$141.1K)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares254,853 from 269,555
Change-14,702 (-5%)
Value$13.2M (-$766.3K)
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares250,575 from 257,782
Change-7,207 (-3%)
Value$13.0M (-$378.2K)
Filed 2026-11-05
Marathon Strategic Advisors, LLC
DECREASED
Shares250,386 from 252,223
Change-1,837 (-1%)
Value$13.0M (-$100.1K)
Filed 2026-10-20
Atlas Private Wealth Advisors
INCREASED
Shares246,527 from 236,625
Change+9,902 (+4%)
Value$12.8M (+$507.8K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares244,870 from 227,854
Change+17,016 (+7%)
Value$12.7K (-$11.8M)
Filed 2026-10-28
Cobblestone Asset Management LLC
INCREASED
Shares240,472 from 215,928
Change+24,544 (+11%)
Value$12.4M (+$1.3M)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares237,425 from 246,853
Change-9,428 (-4%)
Value$12.3M (-$492.9K)
Filed 2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
INCREASED
Shares234,692 from 232,523
Change+2,169 (+1%)
Value$12.1M (+$107.6K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED
Shares231,478 from 228,493
Change+2,985 (+1%)
Value$12.0M (+$149.9K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares230,769 from 236,548
Change-5,779 (-2%)
Value$11.9M (-$303.8K)
Filed 2026-10-30
Revisor Wealth Management LLC
INCREASED
Shares217,706 from 207,927
Change+9,779 (+5%)
Value$11.1M (+$309.4K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares217,480 from 202,052
Change+15,428 (+8%)
Value$11.3M (+$794.5K)
Filed 2026-11-02
Aspire Private Capital, LLC
DECREASED
Shares214,248 from 246,417
Change-32,169 (-13%)
Value$11.1M (-$1.7M)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares209,088 from 207,417
Change+1,671 (+1%)
Value$10.8M (+$82.4K)
Filed 2026-10-29
Portside Wealth Group, LLC
INCREASED
Shares207,960 from 170,496
Change+37,464 (+22%)
Value$10.8M (+$1.9M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares207,807 from 221,699
Change-13,892 (-6%)
Value$10.8M (-$723.5K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares207,364 from 175,769
Change+31,595 (+18%)
Value$10.7M (+$1.6M)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares203,984 from 174,840
Change+29,144 (+17%)
Value$10.6M (+$1.5M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares199,918 from 190,272
Change+9,646 (+5%)
Value$10.3M (+$495.7K)
Filed 2026-10-08
Hobart Private Capital, LLC
INCREASED
Shares198,995 from 197,303
Change+1,692 (+1%)
Value$10.3M (+$83.6K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares198,123 from 185,837
Change+12,286 (+7%)
Value$10.3M (+$632.2K)
Filed 2026-10-23
Values Added Financial LLC
INCREASED
Shares197,544 from 190,398
Change+7,146 (+4%)
Value$10.2M (+$366.1K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares193,397 from 225,752
Change-32,355 (-14%)
Value$10.0M (-$1.7M)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares189,780 from 190,134
Change-354 (0%)
Value$9.8M (-$22.1K)
Filed 2026-10-13
Aquire Wealth Advisors, LLC
DECREASED
Shares185,385 from 193,566
Change-8,181 (-4%)
Value$9.6M (-$427.4K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares179,460 from 164,298
Change+15,162 (+9%)
Value$9.3M (+$781.5K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares178,910 from 173,342
Change+5,568 (+3%)
Value$9.3M (+$284.7K)
Filed 2026-10-20
Brighton Securities Corp.
INCREASED
Shares178,006 from 171,243
Change+6,763 (+4%)
Value$9.2M (+$346.6K)
Filed 2026-10-08
Detalus Advisors, LLC
DECREASED
Shares177,695 from 184,092
Change-6,397 (-3%)
Value$9.2M (-$334.8K)
Filed 2026-10-15
Melone Private Wealth, LLC
INCREASED
Shares176,712 from 164,377
Change+12,335 (+8%)
Value$9.1M (+$635.2K)
Filed 2026-10-16
Securian Asset Management, Inc
UNCHANGED
Shares173,260 from 173,260
Change0 (0%)
Value$9.0M (+$272.0K)
Filed 2026-11-06
Financial Insights, Inc.
INCREASED
Shares165,533 from 161,493
Change+4,040 (+3%)
Value$8.6M (+$206.0K)
Filed 2026-10-27
Windsor Capital Management, LLC
INCREASED
Shares162,328 from 155,783
Change+6,545 (+4%)
Value$8.4M (+$335.6K)
Filed 2026-10-13
Fonville Wealth Management LLC
DECREASED
Shares159,276 from 159,842
Change-566 (0%)
Value$8.2M (-$32.5K)
Filed 2026-10-28
Brooklyn FI, LLC
INCREASED
Shares158,588 from 155,359
Change+3,229 (+2%)
Value$7.8M (-$137.3K)
Filed 2026-11-05
Uptown Financial Advisors LLC
INCREASED
Shares158,099 from 155,992
Change+2,107 (+1%)
Value$8.2M (+$105.9K)
Filed 2026-10-15
Delta Wealth Advisors LLC
INCREASED
Shares156,274 from 153,984
Change+2,290 (+1%)
Value$8.1M (+$115.4K)
Filed 2026-10-09
David Kennon Inc
INCREASED
Shares153,418 from 152,251
Change+1,167 (+1%)
Value$7.9M (+$57.4K)
Filed 2026-10-13
Palatine Hill Wealth Management, LLC
INCREASED
Shares151,821 from 138,505
Change+13,316 (+10%)
Value$7.9M (+$686.5K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares151,654 from 145,057
Change+6,597 (+5%)
Value$7.8M (+$338.6K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares148,929 from 134,896
Change+14,033 (+10%)
Value$7.7M (+$723.7K)
Filed 2026-11-03
WBH Advisory Inc
INCREASED
Shares141,811 from 133,067
Change+8,744 (+7%)
Value$7.3M (+$449.9K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares139,857 from 129,408
Change+10,449 (+8%)
Value$7.2M (+$538.3K)
Filed 2026-11-04
Optimist Retirement Group LLC
DECREASED
Shares139,109 from 141,757
Change-2,648 (-2%)
Value$7.2M (-$139.9K)
Filed 2026-10-30
HB Wealth Management, LLC
NEW
Shares137,570
Change+137,570
Value$7.1M
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares135,874 from 138,738
Change-2,864 (-2%)
Value$7.0M (-$151.0K)
Filed 2026-10-13
Mascoma Wealth Management LLC
INCREASED
Shares135,632 from 129,469
Change+6,163 (+5%)
Value$7.0M (+$316.4K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares135,530 from 137,995
Change-2,465 (-2%)
Value$7.0K (-$130)
Filed 2026-10-02
Raleigh Capital Management Inc.
DECREASED
Shares135,030 from 149,653
Change-14,623 (-10%)
Value$7.0M (-$759.9K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares133,337 from 137,862
Change-4,525 (-3%)
Value$6.9M (-$237.0K)
Filed 2026-11-05
Mason & Associates, LLC
INCREASED
Shares133,243 from 127,423
Change+5,820 (+5%)
Value$6.9M (+$298.7K)
Filed 2026-10-26
One Advisory Partners, LLC
INCREASED
Shares132,613 from 126,193
Change+6,420 (+5%)
Value$6.9M (+$329.8K)
Filed 2026-10-22
True Blue Financial, LLC
INCREASED
Shares128,501 from 88,617
Change+39,884 (+45%)
Value$6.7M (+$2.1M)
Filed 2026-10-15
Wolff Financial Management LLC
DECREASED
Shares127,123 from 128,626
Change-1,503 (-1%)
Value$6.6M (-$80.4K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares126,107 from 90,606
Change+35,501 (+39%)
Value$6.5M (+$1.8M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares125,971 from 108,493
Change+17,478 (+16%)
Value$6.5M (+$902.5K)
Filed 2026-11-04
Archer Investment Management, LLC
INCREASED
Shares125,479 from 110,890
Change+14,589 (+13%)
Value$6.5M (+$753.0K)
Filed 2026-10-13
Phoenix Wealth Advisors
INCREASED
Shares121,731 from 114,752
Change+6,979 (+6%)
Value$6.3M (+$358.9K)
Filed 2026-11-03
Vision Capital Management, Inc.
DECREASED
Shares121,063 from 122,359
Change-1,296 (-1%)
Value$6.3M (-$69.5K)
Filed 2026-10-20
Midwest Financial Network, LLC
INCREASED
Shares120,404 from 80,860
Change+39,544 (+49%)
Value$6.2M (+$2.0M)
Filed 2026-10-13
Rinkey Investments
DECREASED
Shares119,217 from 119,924
Change-707 (-1%)
Value$6.2M (-$39.0K)
Filed 2026-10-28
Financial Enhancement Group LLC
INCREASED
Shares119,014 from 111,791
Change+7,223 (+6%)
Value$6.2M (+$424.0K)
Filed 2026-10-08
Wrenne Financial Planning LLC
INCREASED
Shares116,743 from 114,545
Change+2,198 (+2%)
Value$6.0M (+$111.5K)
Filed 2026-10-30
Probity Advisors, Inc.
INCREASED
Shares115,432 from 113,514
Change+1,918 (+2%)
Value$6.0M (+$97.0K)
Filed 2026-10-23
Churchill Financial Advisors, LLC
INCREASED
Shares114,896 from 112,942
Change+1,954 (+2%)
Value$5.9M (+$98.9K)
Filed 2026-10-20
James T. Borello RIA
INCREASED
Shares114,394 from 107,770
Change+6,624 (+6%)
Value$5.9M (+$340.7K)
Filed 2026-10-16
Towercrest Capital Management
DECREASED
Shares113,292 from 116,999
Change-3,707 (-3%)
Value$5.9M (-$194.2K)
Filed 2026-10-23
Integrated Capital Management, LLC
DECREASED
Shares112,724 from 112,778
Change-54 (0%)
Value$5.8M (-$5.1K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares112,573 from 112,504
Change+69 (+0%)
Value$5.8M (+$1.3K)
Filed 2026-10-02
Horizon Financial Services, LLC
INCREASED
Shares112,405 from 108,281
Change+4,124 (+4%)
Value$5.8M (+$211.3K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares110,983 from 161,149
Change-50,166 (-31%)
Value$5.7M (-$2.6M)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares106,894 from 110,268
Change-3,374 (-3%)
Value$5.5M (-$176.9K)
Filed 2026-10-27
First Security Investment Management, Inc.
INCREASED
Shares106,523 from 102,287
Change+4,236 (+4%)
Value$5.5M (+$217.2K)
Filed 2026-11-05
Riversedge Advisors, LLC
DECREASED
Shares105,776 from 106,044
Change-268 (0%)
Value$5.5M (-$16.0K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares105,534 from 134,413
Change-28,879 (-21%)
Value$5.5M (-$1.5M)
Filed 2026-10-27
Heritage Family Offices, LLP
DECREASED
Shares104,919 from 153,497
Change-48,578 (-32%)
Value$5.4M (-$2.5M)
Filed 2026-11-02
Financial Planning Fort Collins, LLC
INCREASED
Shares102,665 from 101,842
Change+823 (+1%)
Value$5.3M (+$49.7K)
Filed 2026-10-16
Cypress Wealth Services, LLC
INCREASED
Shares101,983 from 101,303
Change+680 (+1%)
Value$5.4M (+$144.3K)
Filed 2026-10-21
Collier Financial
INCREASED
Shares101,937 from 98,781
Change+3,156 (+3%)
Value$5.3M (+$161.4K)
Filed 2026-11-06
Shum Financial Group, Inc.
INCREASED
Shares100,262 from 84,553
Change+15,709 (+19%)
Value$5.2M (+$811.4K)
Filed 2026-10-13
Leslie Global Wealth, LLC
INCREASED
Shares97,091 from 91,662
Change+5,429 (+6%)
Value$5.0M (+$279.2K)
Filed 2026-10-26
Axos Invest Inc.
INCREASED
Shares96,931 from 96,471
Change+460 (+0%)
Value$5.0M (+$21.9K)
Filed 2026-10-21
ADE, LLC
DECREASED
Shares96,824 from 97,298
Change-474 (0%)
Value$5.0M (-$26.5K)
Filed 2026-10-29
Ervin Investment Management, LLC
INCREASED
Shares95,406 from 93,634
Change+1,772 (+2%)
Value$4.9M (+$89.8K)
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares94,229 from 97,507
Change-3,278 (-3%)
Value$4.9M (-$171.6K)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
INCREASED
Shares88,671 from 86,628
Change+2,043 (+2%)
Value$4.6M (+$114.0K)
Filed 2026-10-28
TCP Asset Management, LLC
DECREASED
Shares88,579 from 94,872
Change-6,293 (-7%)
Value$4.6M (-$314.4K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
INCREASED
Shares87,861 from 87,743
Change+118 (+0%)
Value$4.5M (+$4.4K)
Filed 2026-10-08
BayBridge Capital Group, LLC
INCREASED
Shares86,991 from 66,621
Change+20,370 (+31%)
Value$4.5M (+$1.1M)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares86,962 from 87,289
Change-327 (0%)
Value$4.5M (-$18.7K)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares86,845 from 72,611
Change+14,234 (+20%)
Value$4.5M (+$735.3K)
Filed 2026-10-09
Great Point Wealth Advisors, LLC
DECREASED
Shares86,786 from 86,911
Change-125 (0%)
Value$4.5M (-$8.2K)
Filed 2026-10-15
Single Point Partners, LLC
INCREASED
Shares86,674 from 84,845
Change+1,829 (+2%)
Value$4.5M (+$93.1K)
Filed 2026-10-19
Alliance Wealth Management Group
DECREASED
Shares86,657 from 90,365
Change-3,708 (-4%)
Value$4.5M (-$193.7K)
Filed 2026-10-29
Tenet Wealth Partners, LLC
INCREASED
Shares84,522 from 82,197
Change+2,325 (+3%)
Value$4.4M (+$219.8K)
Filed 2026-10-19
Ethic Inc.
INCREASED
Shares83,786 from 22,174
Change+61,612 (+278%)
Value$4.3M (+$3.2M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares82,300 from 82,221
Change+79 (+0%)
Value$4.3M (+$2.4K)
Filed 2026-11-03
Blueprint Financial Advisors LLC
DECREASED
Shares81,923 from 103,257
Change-21,334 (-21%)
Value$4.2M (-$1.1M)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares78,515 from 71,919
Change+6,596 (+9%)
Value$4.1M (+$340.0K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares77,409 from 84,189
Change-6,780 (-8%)
Value$4.0M (-$352.6K)
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares75,873 from 56,627
Change+19,246 (+34%)
Value$3.9M (+$995.1K)
Filed 2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares75,230 from 87,528
Change-12,298 (-14%)
Value$3.9M (-$638.3K)
Filed 2026-10-22
Winch Advisory Services, LLC
INCREASED
Shares75,144 from 74,710
Change+434 (+1%)
Value$3.9M (+$21.0K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares75,105 from 76,892
Change-1,787 (-2%)
Value$3.9M (-$94.0K)
Filed 2026-10-29
Boston Standard Wealth Management, LLC
INCREASED
Shares74,904 from 72,835
Change+2,069 (+3%)
Value$3.9M (+$124.4K)
Filed 2026-10-07
Choreo, LLC
DECREASED
Shares74,880 from 76,632
Change-1,752 (-2%)
Value$3.9M (-$91.9K)
Filed 2026-10-28
Olio Financial Planning
INCREASED
Shares73,199 from 70,419
Change+2,780 (+4%)
Value$3.8M (+$142.5K)
Filed 2026-10-22
BankPlus Wealth Management LLC
INCREASED
Shares73,136 from 57,765
Change+15,371 (+27%)
Value$3.8M (+$794.5K)
Filed 2026-10-13
Ehrlich Financial Group
INCREASED
Shares71,556 from 70,740
Change+816 (+1%)
Value$3.7M (+$40.8K)
Filed 2026-10-20
Partners in Financial Planning
DECREASED
Shares70,787 from 71,590
Change-803 (-1%)
Value$3.7M (-$43.0K)
Filed 2026-11-06
Retiremitten Financial LLC
INCREASED
Shares69,425 from 65,384
Change+4,041 (+6%)
Value$3.5M (+$72.5K)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares67,034 from 21,413
Change+45,621 (+213%)
Value$3.5M (+$2.4M)
Filed 2026-10-20
Legacy Solutions, LLC
INCREASED
Shares66,933 from 65,582
Change+1,351 (+2%)
Value$3.5M (+$68.6K)
Filed 2026-10-07
Global Financial Private Client, LLC
INCREASED
Shares64,946 from 63,130
Change+1,816 (+3%)
Value$3.4M (+$92.7K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares64,603 from 63,266
Change+1,337 (+2%)
Value$3.3M (+$67.9K)
Filed 2026-10-23
Xena Financial Planning, LLC
INCREASED
Shares64,426 from 62,343
Change+2,083 (+3%)
Value$3.3M (+$106.5K)
Filed 2026-10-13
Ironwood Wealth Management, Llc.
INCREASED
Shares63,847 from 62,107
Change+1,740 (+3%)
Value$3.3M (+$88.8K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares63,028 from 65,453
Change-2,425 (-4%)
Value$3.3M (-$126.8K)
Filed 2026-10-26
Salomon & Ludwin, LLC
INCREASED
Shares62,576 from 58,991
Change+3,585 (+6%)
Value$3.2M (+$171.8K)
Filed 2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED
Shares62,493 from 42,078
Change+20,415 (+49%)
Value$3.2M (+$1.1M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares62,481 from 58,488
Change+3,993 (+7%)
Value$3.2M (+$205.5K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares62,390 from 64,303
Change-1,913 (-3%)
Value$3.2M (-$100.3K)
Filed 2026-10-06
Birch Financial Group, LLC
INCREASED
Shares62,068 from 60,620
Change+1,448 (+2%)
Value$3.2M (+$73.8K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares62,000 from 764,963
Change-702,963 (-92%)
Value$3.2M (-$36.4M)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares61,731 from 56,328
Change+5,403 (+10%)
Value$3.2M (+$278.5K)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares61,275 from 61,161
Change+114 (+0%)
Value$3.1M (+$54.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares61,275 from 61,161
Change+114 (+0%)
Value$3.1M (+$54.8K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares60,377 from 65,270
Change-4,893 (-7%)
Value$3.1M (-$254.6K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares60,303 from 59,355
Change+948 (+2%)
Value$3.1M (+$47.9K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
INCREASED
Shares58,599 from 57,111
Change+1,488 (+3%)
Value$3.0M (+$75.9K)
Filed 2026-10-15
Livet Wealth, LLC
INCREASED
Shares58,042 from 56,524
Change+1,518 (+3%)
Value$3.0M (+$77.5K)
Filed 2026-10-27
Simon Quick Advisors, LLC
DECREASED
Shares58,005 from 58,521
Change-516 (-1%)
Value$3.0M (-$27.9K)
Filed 2026-10-26
Partnership Wealth Management, LLC
DECREASED
Shares57,326 from 58,854
Change-1,528 (-3%)
Value$3.0M (-$80.3K)
Filed 2026-10-05
Novem Group
INCREASED
Shares57,253 from 35,284
Change+21,969 (+62%)
Value$3.0M (+$1.1M)
Filed 2026-10-19
Lifestyle Asset Management, Inc.
INCREASED
Shares56,401 from 53,758
Change+2,643 (+5%)
Value$2.9M (+$135.7K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares56,359 from 60,590
Change-4,231 (-7%)
Value$2.9M (-$220.2K)
Filed 2026-10-30
Phillip James Consulting Co.
INCREASED
Shares56,249 from 55,309
Change+940 (+2%)
Value$2.9M (+$47.5K)
Filed 2026-11-03
Sage Advisory Services, Ltd.Co.
DECREASED
Shares54,779 from 58,155
Change-3,376 (-6%)
Value$2.8M (-$176.0K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares53,825 from 56,197
Change-2,372 (-4%)
Value$2.8M (-$123.9K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
INCREASED
Shares53,573 from 53,461
Change+112 (+0%)
Value$2.8M (+$4.7K)
Filed 2026-10-09
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares53,374 from 53,774
Change-400 (-1%)
Value$2.8M (-$21.8K)
Filed 2026-10-26
Midwest Capital Advisors, LLC
DECREASED
Shares53,355 from 58,167
Change-4,812 (-8%)
Value$2.8M (-$250.2K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED
Shares53,096 from 52,790
Change+306 (+1%)
Value$2.7M (+$14.8K)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares52,595 from 431,898
Change-379,303 (-88%)
Value$2.7M (-$19.6M)
Filed 2026-10-27
Kroeger Financial Partners
DECREASED
Shares52,367 from 53,096
Change-729 (-1%)
Value$2.7M (-$38.8K)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares51,963 from 52,423
Change-460 (-1%)
Value$2.7M (-$24.9K)
Filed 2026-10-21
Asset Dedication, LLC
DECREASED
Shares51,552 from 51,894
Change-342 (-1%)
Value$2.7M (-$18.7K)
Filed 2026-11-03
IAG Wealth Partners, LLC
INCREASED
Shares51,426 from 47,579
Change+3,847 (+8%)
Value$2.7M (+$198.2K)
Filed 2026-11-06
RTD Financial Advisors, Inc.
DECREASED
Shares50,246 from 50,734
Change-488 (-1%)
Value$2.6M (-$26.3K)
Filed 2026-10-09
Richmond Investment Services, LLC
INCREASED
Shares49,270 from 48,869
Change+401 (+1%)
Value$2.6M (+$19.8K)
Filed 2026-10-29
Roan Capital Partners
DECREASED
Shares49,129 from 49,633
Change-504 (-1%)
Value$2.5M (-$27.1K)
Filed 2026-10-09
Mccarter Private Wealth Services LLC
INCREASED
Shares48,071 from 44,382
Change+3,689 (+8%)
Value$2.5M (+$190.1K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
INCREASED
Shares47,937 from 44,848
Change+3,089 (+7%)
Value$2.5M (+$159.0K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares47,492 from 46,746
Change+746 (+2%)
Value$2.5M (+$37.7K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares47,241 from 51,897
Change-4,656 (-9%)
Value$2.4M (-$242.0K)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares46,952 from 46,402
Change+550 (+1%)
Value$2.4M (+$27.5K)
Filed 2026-10-28
Peterson Wealth Advisors, LLC
DECREASED
Shares46,510 from 47,492
Change-982 (-2%)
Value$2.4M (-$51.8K)
Filed 2026-10-08
McAdam, LLC
DECREASED
Shares46,447 from 52,599
Change-6,152 (-12%)
Value$2.4M (-$319.5K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares46,316 from 46,733
Change-417 (-1%)
Value$2.4M (-$22.5K)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares45,674 from 44,732
Change+942 (+2%)
Value$2.4M (+$47.9K)
Filed 2026-10-21
Vested Financial Planning, LLC
DECREASED
Shares45,079 from 48,364
Change-3,285 (-7%)
Value$2.3M (-$171.0K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares44,649 from 45,909
Change-1,260 (-3%)
Value$2.3M (-$66.1K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
INCREASED
Shares44,378 from 36,254
Change+8,124 (+22%)
Value$2.3M (+$419.8K)
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares44,305 from 45,267
Change-962 (-2%)
Value$2.3M (+$3.6K)
Filed 2026-10-08
Sherman Wealth Management LLC
INCREASED
Shares44,135 from 41,963
Change+2,172 (+5%)
Value$2.3M (+$111.6K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares42,848 from 37,498
Change+5,350 (+14%)
Value$2.2M (+$276.2K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares42,745 from 42,924
Change-179 (0%)
Value$2.2M (-$10.1K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares42,288 from 39,513
Change+2,775 (+7%)
Value$2.2M (+$142.8K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares42,170 from 15,949
Change+26,221 (+164%)
Value$2.2M (+$1.4M)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares41,547 from 40,852
Change+695 (+2%)
Value$2.2M (+$35.2K)
Filed 2026-10-21
International Private Wealth Advisors LLC
DECREASED
Shares40,578 from 45,012
Change-4,434 (-10%)
Value$2.1M (-$230.4K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares38,711 from 38,711
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-06
Tempus Wealth Planning, LLC
INCREASED
Shares38,682 from 38,576
Change+106 (+0%)
Value$2.0M (+$4.7K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares38,324 from 23,141
Change+15,183 (+66%)
Value$2.0M (+$785.4K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares38,297 from 38,325
Change-28 (0%)
Value$2.0M (-$13.7K)
Filed 2026-10-15
Towne Trust Company, N.a
INCREASED
Shares37,947 from 34,251
Change+3,696 (+11%)
Value$2.0M (+$190.6K)
Filed 2026-10-28
M Holdings Securities, Inc.
INCREASED
Shares37,748 from 27,748
Change+10,000 (+36%)
Value$1.8K (-$1.4M)
Filed 2026-11-03
Hurley Capital, LLC
INCREASED
Shares37,512 from 35,110
Change+2,402 (+7%)
Value$1.9M (+$123.7K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED
Shares37,374 from 39,220
Change-1,846 (-5%)
Value$1.9M (-$96.3K)
Filed 2026-10-16
FF Advisors,LLC
DECREASED
Shares37,014 from 39,317
Change-2,303 (-6%)
Value$1.9M (-$120.0K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares36,958 from 36,364
Change+594 (+2%)
Value$1.9M (+$30.0K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares36,735 from 36,648
Change+87 (+0%)
Value$1.9M (+$3.8K)
Filed 2026-10-26
NavPoint Financial, Inc.
DECREASED
Shares36,328 from 36,374
Change-46 (0%)
Value$1.9M (-$3.1K)
Filed 2026-10-21
Montz Harcus Wealth Management LLC
INCREASED
Shares36,262 from 28,862
Change+7,400 (+26%)
Value$1.9M (+$382.4K)
Filed 2026-10-09
Ascent Group, LLC
DECREASED
Shares35,402 from 39,260
Change-3,858 (-10%)
Value$1.8M (-$200.5K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares34,894 from 16,094
Change+18,800 (+117%)
Value$1.8M (+$972.8K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares34,457 from 32,289
Change+2,168 (+7%)
Value$1.8M (+$111.6K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares34,184 from 33,519
Change+665 (+2%)
Value$1.8M (+$33.7K)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares33,302 from 84,793
Change-51,491 (-61%)
Value$1.7M (-$2.7M)
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares33,239 from 40,318
Change-7,079 (-18%)
Value$1.7M (-$367.2K)
Filed 2026-10-09
Stevens Capital Partners
INCREASED
Shares33,054 from 29,733
Change+3,321 (+11%)
Value$1.7M (+$171.3K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares32,924 from 34,402
Change-1,478 (-4%)
Value$1.7M (-$77.2K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
DECREASED
Shares32,896 from 33,187
Change-291 (-1%)
Value$1.7M (-$15.7K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares32,020 from 32,710
Change-690 (-2%)
Value$1.7M (-$36.4K)
Filed 2026-10-15
Fortitude Family Office, LLC
DECREASED
Shares31,988 from 32,047
Change-59 (0%)
Value$1.7M (-$3.7K)
Filed 2026-10-14
Money Concepts Capital Corp
INCREASED
Shares31,861 from 29,149
Change+2,712 (+9%)
Value$1.6M (+$139.8K)
Filed 2026-11-06
Alpha Advisors, LLC
DECREASED
Shares31,731 from 31,741
Change-10 (0%)
Value$1.6M (-$1.2K)
Filed 2026-10-19
October Effect Ltd
INCREASED
Shares31,680 from 28,281
Change+3,399 (+12%)
Value$1.6M (+$175.4K)
Filed 2026-10-20
Selby Wealth Management, LLC
INCREASED
Shares31,665 from 30,115
Change+1,550 (+5%)
Value$1.6M (+$79.6K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares31,542 from 44,157
Change-12,615 (-29%)
Value$1.6M (-$653.9K)
Filed 2026-11-05
Defined Wealth Management, LLC
DECREASED
Shares31,297 from 31,301
Change-4 (0%)
Value$1.6M (-$841)
Filed 2026-10-19
R. W. Roge & Company, Inc.
DECREASED
Shares31,093 from 86,662
Change-55,569 (-64%)
Value$1.6K (-$4.5M)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares31,019 from 31,687
Change-668 (-2%)
Value$1.6M (-$35.2K)
Filed 2026-10-29
Iron Financial LLC
INCREASED
Shares30,410 from 30,336
Change+74 (+0%)
Value$1.6M (+$3.2K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares30,287 from 31,315
Change-1,028 (-3%)
Value$1.6M (-$155)
Filed 2026-10-19
Stonehearth Capital Management, LLC
UNCHANGED
Shares30,161 from 30,161
Change0 (0%)
Value$1.6M (-$604)
Filed 2026-10-13
May Hill Capital, LLC
DECREASED
Shares30,003 from 30,206
Change-203 (-1%)
Value$1.6M (-$11.1K)
Filed 2026-11-03
Brown Financial Advisory
DECREASED
Shares28,754 from 28,757
Change-3 (0%)
Value$1.5M (-$730)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares28,742 from 32,165
Change-3,423 (-11%)
Value$1.5M (-$175.5K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares28,668 from 35,842
Change-7,174 (-20%)
Value$1.5M (-$369.6K)
Filed 2026-10-13
Forthright Family Wealth Advisory LLC
DECREASED
Shares28,639 from 30,472
Change-1,833 (-6%)
Value$1.5M (-$95.5K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares28,514 from 28,747
Change-233 (-1%)
Value$1.5M (-$12.6K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED
Shares28,392 from 28,392
Change0 (0%)
Value$1.5M (-$568)
Filed 2026-10-16
Rosenberg Matthew Hamilton
DECREASED
Shares28,259 from 28,575
Change-316 (-1%)
Value$1.5M (-$16.9K)
Filed 2026-10-05
Orba Wealth Advisors, L.L.C.
DECREASED
Shares28,211 from 33,178
Change-4,967 (-15%)
Value$1.5M (-$257.8K)
Filed 2026-10-23
City State Bank
INCREASED
Shares27,533 from 23,658
Change+3,875 (+16%)
Value$1.4M (+$200.1K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
INCREASED
Shares27,308 from 24,571
Change+2,737 (+11%)
Value$1.4M (+$141.2K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares27,264 from 27,264
Change0 (0%)
Value$1.4M (-$545)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares27,162 from 26,760
Change+402 (+2%)
Value$1.4M (+$20.3K)
Filed 2026-10-19
Kagan Cocozza Asset Management
DECREASED
Shares27,082 from 27,876
Change-794 (-3%)
Value$1.4M (-$41.7K)
Filed 2026-10-19
WealthPoint Financial, LLC
DECREASED
Shares26,127 from 29,583
Change-3,456 (-12%)
Value$1.4M (-$179.5K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares26,093 from 19,762
Change+6,331 (+32%)
Value$1.3M (+$321.3K)
Filed 2026-10-09
Modera Wealth Management, LLC
DECREASED
Shares26,065 from 26,389
Change-324 (-1%)
Value$1.3M (-$17.3K)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares25,928 from 27,244
Change-1,316 (-5%)
Value$1.3M (-$68.7K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
INCREASED
Shares25,923 from 24,576
Change+1,347 (+5%)
Value$1.3M (+$69.2K)
Filed 2026-10-26
G&S Capital LLC
DECREASED
Shares25,854 from 35,671
Change-9,817 (-28%)
Value$1.3M (-$508.8K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares25,793 from 26,034
Change-241 (-1%)
Value$1.3M (-$13.0K)
Filed 2026-10-28
Ritholtz Wealth Management
INCREASED
Shares25,718 from 20,529
Change+5,189 (+25%)
Value$1.3M (+$268.2K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
DECREASED
Shares25,633 from 398,992
Change-373,359 (-94%)
Value$1.3M (-$19.3M)
Filed 2026-10-23
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares25,612 from 25,612
Change0 (0%)
Value$1.3M (-$512)
Filed 2026-11-05
FDx Advisors, Inc.
DECREASED
Shares25,320 from 26,999
Change-1,679 (-6%)
Value$1.3K (-$1.4M)
Filed 2026-11-05
United Asset Strategies, Inc.
INCREASED
Shares25,280 from 25,003
Change+277 (+1%)
Value$1.3M (+$13.8K)
Filed 2026-10-28
Fullerton Advisors, LLC
DECREASED
Shares25,190 from 25,625
Change-435 (-2%)
Value$1.3M (-$23.0K)
Filed 2026-10-14
Univest Financial Corp
DECREASED
Shares25,092 from 26,974
Change-1,882 (-7%)
Value$1.3M (-$98.0K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares24,864 from 23,068
Change+1,796 (+8%)
Value$1.3M (+$92.5K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares24,846 from 25,759
Change-913 (-4%)
Value$1.3M (-$47.8K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
INCREASED
Shares24,775 from 11,224
Change+13,551 (+121%)
Value$1.3M (+$701.2K)
Filed 2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED
Shares24,700 from 23,952
Change+748 (+3%)
Value$1.3M (+$38.2K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares24,676 from 26,357
Change-1,681 (-6%)
Value$1.3M (-$87.5K)
Filed 2026-10-19
Sound Financial Strategies Group, LLC
INCREASED
Shares24,611 from 24,582
Change+29 (+0%)
Value$1.3M (+$1.0K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares24,552 from 27,848
Change-3,296 (-12%)
Value$1.3M (-$171.2K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares24,499 from 22,887
Change+1,612 (+7%)
Value$1.3M (+$83.0K)
Filed 2026-10-20
Penobscot Wealth Management
DECREASED
Shares24,173 from 24,293
Change-120 (0%)
Value$1.3M (-$6.7K)
Filed 2026-10-21
Hassell Wealth Management, LLC
UNCHANGED
Shares23,662 from 23,662
Change0 (0%)
Value$1.2M (+$11.1K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
INCREASED
Shares23,552 from 21,874
Change+1,678 (+8%)
Value$1.2M (+$86.4K)
Filed 2026-11-06
Independent Wealth Network Inc.
DECREASED
Shares23,260 from 29,970
Change-6,710 (-22%)
Value$1.2M (-$348.0K)
Filed 2026-10-19
Range Financial Group LLC
DECREASED
Shares23,044 from 24,051
Change-1,007 (-4%)
Value$1.2M (-$52.6K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares22,866 from 22,942
Change-76 (0%)
Value$1.2M (-$4.4K)
Filed 2026-11-03
Integrity Wealth Partners, LLC
NEW
Shares22,818
Change+22,818
Value$1.2M
Filed 2026-10-14
Trinity Wealth Management, LLC
INCREASED
Shares22,741 from 21,848
Change+893 (+4%)
Value$1.2M (+$45.8K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED
Shares22,731 from 20,423
Change+2,308 (+11%)
Value$1.2M (+$119.1K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares22,693 from 19,766
Change+2,927 (+15%)
Value$1.2M (+$151.1K)
Filed 2026-10-28
Portland Financial Advisors Inc
DECREASED
Shares22,636 from 23,507
Change-871 (-4%)
Value$1.2M (-$45.6K)
Filed 2026-10-26
Collaborative Wealth Managment Inc.
DECREASED
Shares22,615 from 22,790
Change-175 (-1%)
Value$1.2M (-$9.5K)
Filed 2026-11-06
Level Wealth Management LLC
INCREASED
Shares22,439 from 21,016
Change+1,423 (+7%)
Value$1.2M (+$73.2K)
Filed 2026-10-23
Apeiron RIA LLC
INCREASED
Shares22,398 from 22,092
Change+306 (+1%)
Value$1.2M (+$9.6K)
Filed 2026-10-08
XY Planning Network, Inc.
DECREASED
Shares22,312 from 22,882
Change-570 (-2%)
Value$1.2M (-$30.0K)
Filed 2026-10-14
Pacifica Partners Inc.
INCREASED
Shares22,310 from 21,435
Change+875 (+4%)
Value$1.1M (+$53.2K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
INCREASED
Shares21,547 from 16,454
Change+5,093 (+31%)
Value$1.1M (+$263.3K)
Filed 2026-11-03
Upper Left Wealth Management, LLC
DECREASED
Shares21,540 from 21,939
Change-399 (-2%)
Value$1.1M (-$21.1K)
Filed 2026-10-14
Wedmont Private Capital
DECREASED
Shares21,375 from 27,747
Change-6,372 (-23%)
Value$1.1M (-$340.6K)
Filed 2026-10-09
Aire Advisors, LLC
DECREASED
Shares20,876 from 20,886
Change-10 (0%)
Value$1.1M (-$936)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares20,807 from 19,614
Change+1,193 (+6%)
Value$1.1M (+$61.4K)
Filed 2026-11-04
Towerpoint Wealth, LLC
DECREASED
Shares20,487 from 20,542
Change-55 (0%)
Value$1.1M (-$3.3K)
Filed 2026-10-13
RCW Management, LLC
INCREASED
Shares20,161 from 19,761
Change+400 (+2%)
Value$1.0M (+$20.3K)
Filed 2026-10-30
Foronjy Financial LLC
NEW
Shares19,605
Change+19,605
Value$1.0M
Filed 2026-10-14
Triumph Capital Management
DECREASED
Shares19,487 from 21,678
Change-2,191 (-10%)
Value$1.0M (-$113.8K)
Filed 2026-10-14
Sharkey, Howes & Javer
DECREASED
Shares19,411 from 27,175
Change-7,764 (-29%)
Value$1.0M (-$402.4K)
Filed 2026-10-22
Sentinel Advisory Group, LLC
DECREASED
Shares19,315 from 19,447
Change-132 (-1%)
Value$999.7K (-$7.2K)
Filed 2026-10-20
National Wealth Management Group, LLC
INCREASED
Shares18,902 from 18,111
Change+791 (+4%)
Value$978.3K (+$40.6K)
Filed 2026-10-26
Sunburst Financial Group, LLC
DECREASED
Shares18,865 from 19,015
Change-150 (-1%)
Value$976.5K (-$8.1K)
Filed 2026-10-09
Verus Capital Partners, LLC
INCREASED
Shares18,846 from 18,087
Change+759 (+4%)
Value$975.5K (+$38.9K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares18,831 from 20,910
Change-2,079 (-10%)
Value$974.7K (-$108.1K)
Filed 2026-10-29
JIM Saulnier & Associates, LLC
DECREASED
Shares18,761 from 22,079
Change-3,318 (-15%)
Value$971.1K (-$172.1K)
Filed 2026-11-04
Valued Wealth Advisors LLC
INCREASED
Shares18,722 from 16,436
Change+2,286 (+14%)
Value$969.0K (+$118.0K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares18,572 from 31,197
Change-12,625 (-40%)
Value$958.4K (-$657.0K)
Filed 2026-10-23
Redwood Financial Network Corp
DECREASED
Shares18,483 from 19,564
Change-1,081 (-6%)
Value$956.7K (-$56.3K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
DECREASED
Shares18,226 from 19,172
Change-946 (-5%)
Value$943.4K (-$49.3K)
Filed 2026-10-29
Orin Green Financial, LLC
DECREASED
Shares18,085 from 18,497
Change-412 (-2%)
Value$936.1K (-$21.7K)
Filed 2026-10-19
MBA Advisors LLC
DECREASED
Shares18,026 from 18,165
Change-139 (-1%)
Value$933.0K (-$7.6K)
Filed 2026-10-29
Ocean Park Asset Management, LLC
UNCHANGED
Shares17,982 from 17,982
Change0 (0%)
Value$930.7K (-$360)
Filed 2026-10-21
USAdvisors Wealth Management, LLC
INCREASED
Shares17,935 from 17,656
Change+279 (+2%)
Value$928 (-$913.1K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares17,878 from 16,986
Change+892 (+5%)
Value$925.4K (+$45.8K)
Filed 2026-10-23
Rede Wealth, LLC
DECREASED
Shares17,847 from 18,262
Change-415 (-2%)
Value$923.8K (-$21.8K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
UNCHANGED
Shares17,672 from 17,672
Change0 (0%)
Value$914.7K (-$353)
Filed 2026-10-28
Curtis Advisory Group, LLC
INCREASED
Shares17,627 from 16,951
Change+676 (+4%)
Value$912.4K (+$34.7K)
Filed 2026-10-28
Waller Financial Planning Group, Inc
INCREASED
Shares17,485 from 17,318
Change+167 (+1%)
Value$905.0K (+$8.3K)
Filed 2026-10-07
Private Wealth Group, LLC
INCREASED
Shares17,281 from 15,775
Change+1,506 (+10%)
Value$894.5K (+$77.6K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares17,265 from 16,257
Change+1,008 (+6%)
Value$889.2K (+$47.4K)
Filed 2026-10-20
Family Investment Center, Inc.
DECREASED
Shares17,117 from 17,243
Change-126 (-1%)
Value$886.0K (-$6.9K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares17,028 from 13,761
Change+3,267 (+24%)
Value$881.4K (+$168.8K)
Filed 2026-11-05
Autumn Glory Partners, LLC
UNCHANGED
Shares16,945 from 16,945
Change0 (0%)
Value$877.1K (-$339)
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares16,793 from 16,991
Change-198 (-1%)
Value$829.9K (-$49.9K)
Filed 2026-10-30
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares16,701 from 16,719
Change-18 (0%)
Value$864.4K (-$1.3K)
Filed 2026-10-15
Carnegie Investment Counsel
INCREASED
Shares16,656 from 16,522
Change+134 (+1%)
Value$862.1K (+$6.6K)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares16,485 from 16,767
Change-282 (-2%)
Value$853.3K (-$14.9K)
Filed 2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares16,459 from 16,459
Change0 (0%)
Value$852.2K ($0)
Filed 2026-11-03
Inman Jager Wealth Management, LLC
DECREASED
Shares16,435 from 16,565
Change-130 (-1%)
Value$850.7K (-$7.1K)
Filed 2026-11-05
DWM Financial Group, Inc.
NEW
Shares16,395
Change+16,395
Value$848.6K
Filed 2026-10-28
ARQ Wealth Advisors, LLC
DECREASED
Shares15,876 from 18,182
Change-2,306 (-13%)
Value$821.8K (-$107.5K)
Filed 2026-10-29
Powers Advisory Group, LLC
INCREASED
Shares15,624 from 13,374
Change+2,250 (+17%)
Value$808.7K (+$116.2K)
Filed 2026-10-14
Jefferson Bridge Capital, LLC
INCREASED
Shares15,511 from 15,439
Change+72 (+0%)
Value$802.8K (+$3.4K)
Filed 2026-11-06
Morling Financial Advisors, LLC
INCREASED
Shares15,439 from 14,768
Change+671 (+5%)
Value$799.1K (+$34.4K)
Filed 2026-10-28
Absolute Capital Management, LLC
DECREASED
Shares15,402 from 16,375
Change-973 (-6%)
Value$797.2K (-$50.7K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares15,170 from 9,059
Change+6,111 (+67%)
Value$785.2K (+$316.1K)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares15,014 from 14,651
Change+363 (+2%)
Value$777.1K (+$18.5K)
Filed 2026-10-22
Balboa Wealth Partners
DECREASED
Shares14,905 from 17,266
Change-2,361 (-14%)
Value$771.5K (-$122.6K)
Filed 2026-10-20
Breachway Investments LLC
INCREASED
Shares14,801 from 13,803
Change+998 (+7%)
Value$766.1K (+$51.4K)
Filed 2026-10-19
Victory Financial Group, LLC
DECREASED
Shares14,755 from 264,863
Change-250,108 (-94%)
Value$763.7K (-$13.0M)
Filed 2026-10-27
Northwest Wealth Management, LLC
DECREASED
Shares14,577 from 14,680
Change-103 (-1%)
Value$754.5K (-$5.6K)
Filed 2026-10-30
Black Diamond Financial, LLC
UNCHANGED
Shares14,509 from 14,509
Change0 (0%)
Value$751.0K (-$289)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares14,326 from 14,186
Change+140 (+1%)
Value$741.6K (+$7.0K)
Filed 2026-10-08
Clearview Wealth Management LLC
DECREASED
Shares13,783 from 13,840
Change-57 (0%)
Value$718.8K (+$2.1K)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares13,755 from 12,696
Change+1,059 (+8%)
Value$712.0K (+$54.6K)
Filed 2026-10-30
K2 Financial Inc.
INCREASED
Shares13,708 from 12,982
Change+726 (+6%)
Value$714.5K (+$39.4K)
Filed 2026-10-26
Bensler, LLC
DECREASED
Shares13,627 from 13,671
Change-44 (0%)
Value$705.3K (-$2.6K)
Filed 2026-11-05
Apollon Financial, LLC
INCREASED
Shares13,595 from 13,299
Change+296 (+2%)
Value$703.7K (+$15.1K)
Filed 2026-10-23
Vericrest Private Wealth
UNCHANGED
Shares13,426 from 13,426
Change0 (0%)
Value$694.9K (-$269)
Filed 2026-10-21
Dynamic Financial Group
INCREASED
Shares13,337 from 12,752
Change+585 (+5%)
Value$690.3K (+$30.0K)
Filed 2026-10-28
Stanich Group LLC
INCREASED
Shares13,280 from 12,987
Change+293 (+2%)
Value$687.3K (+$14.9K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
INCREASED
Shares13,122 from 13,106
Change+16 (+0%)
Value$680.1K (+$6.3K)
Filed 2026-10-22
Old Second National Bank of Aurora
DECREASED
Shares12,998 from 15,334
Change-2,336 (-15%)
Value$672.8K (-$121.2K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares12,845 from 12,645
Change+200 (+2%)
Value$664.8K (+$10.1K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
INCREASED
Shares12,832 from 12,485
Change+347 (+3%)
Value$664.2K (+$17.7K)
Filed 2026-10-15
Plan A Wealth LLC
DECREASED
Shares12,805 from 14,449
Change-1,644 (-11%)
Value$662.8K (-$85.3K)
Filed 2026-10-08
Winnacle Wealth LLC
DECREASED
Shares12,419 from 17,126
Change-4,707 (-27%)
Value$642.8K (-$244.0K)
Filed 2026-10-15
Gilman Hill Asset Management, LLC
UNCHANGED
Shares12,250 from 12,250
Change0 (0%)
Value$634.1K (-$245)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares12,196 from 12,060
Change+136 (+1%)
Value$631.3K (+$6.8K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares12,001 from 10,186
Change+1,815 (+18%)
Value$621.1K (+$93.7K)
Filed 2026-11-02
Rainier Family Wealth Inc
DECREASED
Shares11,959 from 15,896
Change-3,937 (-25%)
Value$619.0K (-$204.1K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
DECREASED
Shares11,901 from 12,136
Change-235 (-2%)
Value$616.0K (-$12.4K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
DECREASED
Shares11,742 from 12,406
Change-664 (-5%)
Value$595.7K (-$38.5K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
NEW
Shares11,662
Change+11,662
Value$603.6K
Filed 2026-11-02
Warner Financial, Inc
UNCHANGED
Shares11,544 from 11,544
Change0 (0%)
Value$597.5K (-$231)
Filed 2026-11-06
TKG Advisors, LLC
DECREASED
Shares11,526 from 16,477
Change-4,951 (-30%)
Value$596.6K (-$256.6K)
Filed 2026-11-02
4Wealth Advisors, Inc.
INCREASED
Shares11,456 from 10,455
Change+1,001 (+10%)
Value$595.7K (+$59.2K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares11,201 from 10,559
Change+642 (+6%)
Value$579.8K (+$33.0K)
Filed 2026-10-28
Idaho Trust Co
DECREASED
Shares11,122 from 14,360
Change-3,238 (-23%)
Value$575.6K (-$167.8K)
Filed 2026-11-04
Clark Asset Management, LLC
NEW
Shares10,997
Change+10,997
Value$569.2K
Filed 2026-10-19
Advisory Resource Group
INCREASED
Shares10,950 from 10,790
Change+160 (+1%)
Value$566.8K (+$8.1K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares10,847 from 10,931
Change-84 (-1%)
Value$561.4K (-$4.6K)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares10,784 from 9,483
Change+1,301 (+14%)
Value$558.2K (+$67.2K)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
DECREASED
Shares10,781 from 11,835
Change-1,054 (-9%)
Value$558.0K (-$54.8K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares10,751 from 11,316
Change-565 (-5%)
Value$556.5K (-$29.5K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares10,621 from 10,401
Change+220 (+2%)
Value$549.8K (+$11.2K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares10,497 from 10,995
Change-498 (-5%)
Value$543.3K (-$26.0K)
Filed 2026-11-06
Sentinel Pension Advisors, LLC
DECREASED
Shares10,470 from 270,378
Change-259,908 (-96%)
Value$542.0K (-$13.0M)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares10,353 from 5,980
Change+4,373 (+73%)
Value$535.9K (+$226.2K)
Filed 2026-11-05
Wiregrass Investment Management LLC
INCREASED
Shares10,180 from 10,165
Change+15 (+0%)
Value$526.9K (+$572)
Filed 2026-11-05
Schwallier Wealth Management LLC
DECREASED
Shares10,162 from 12,141
Change-1,979 (-16%)
Value$526.0K (-$102.7K)
Filed 2026-11-05
Cooksen Wealth, LLC
INCREASED
Shares10,147 from 10,042
Change+105 (+1%)
Value$529.8K (+$9.8K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares9,915 from 9,412
Change+503 (+5%)
Value$492.5K (+$17.4K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$512.4K (-$198)
Filed 2026-10-26
Landmark Wealth Management, LLC
INCREASED
Shares9,765 from 9,678
Change+87 (+1%)
Value$505.4K (+$4.3K)
Filed 2026-11-03
SkyOak Wealth, LLC
INCREASED
Shares9,724 from 9,552
Change+172 (+2%)
Value$503.3K (+$8.7K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares9,648 from 9,294
Change+354 (+4%)
Value$499.3K (+$18.1K)
Filed 2026-10-13
TSA Wealth Managment LLC
UNCHANGED
Shares9,648 from 9,648
Change0 (0%)
Value$499.4K (-$193)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares9,584 from 19,312
Change-9,728 (-50%)
Value$496.1K (-$503.9K)
Filed 2026-10-27
Life Planning Partners, Inc
DECREASED
Shares9,573 from 11,466
Change-1,893 (-17%)
Value$495.5K (-$98.2K)
Filed 2026-10-28
One Wealth Capital Management, LLC
DECREASED
Shares9,560 from 12,010
Change-2,450 (-20%)
Value$494.8K (-$127.1K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares9,537 from 9,537
Change0 (0%)
Value$493.8K ($0)
Filed 2026-10-26
Claro Advisors Inc.
DECREASED
Shares9,443 from 9,631
Change-188 (-2%)
Value$488.8K (-$9.9K)
Filed 2026-11-02
Virtue Capital Management, LLC
INCREASED
Shares9,386 from 6,672
Change+2,714 (+41%)
Value$485.8K (+$140.3K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares9,356
Change+9,356
Value$484.5K
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares9,332 from 9,660
Change-328 (-3%)
Value$483.0K (-$17.2K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares9,272 from 9,736
Change-464 (-5%)
Value$479.9K (-$24.2K)
Filed 2026-10-28
First Heartland Consultants, Inc.
DECREASED
Shares9,076 from 9,417
Change-341 (-4%)
Value$469.8K (-$17.8K)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares9,063 from 7,118
Change+1,945 (+27%)
Value$469.1K (+$100.5K)
Filed 2026-11-03
Keener Financial Planning LLC
INCREASED
Shares9,045 from 8,832
Change+213 (+2%)
Value$468.2K (+$11.2K)
Filed 2026-11-06
Kesler, Norman & Wride, LLC
INCREASED
Shares9,032 from 8,676
Change+356 (+4%)
Value$467.5K (+$18.2K)
Filed 2026-11-06
Greystone Financial Group, LLC
DECREASED
Shares9,030 from 9,059
Change-29 (0%)
Value$467.4K (-$1.7K)
Filed 2026-10-26
Carroll Advisory Group, LLC
INCREASED
Shares9,000 from 8,994
Change+6 (+0%)
Value$465.9K (+$130)
Filed 2026-10-16
ACT Advisors, Llc.
DECREASED
Shares8,873 from 9,476
Change-603 (-6%)
Value$459.3K (-$31.4K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
INCREASED
Shares8,859 from 8,807
Change+52 (+1%)
Value$458.5K (+$2.5K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,660
Change+8,660
Value$448.2K
Filed 2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED
Shares8,504 from 8,504
Change0 (0%)
Value$438.2K (-$2.1K)
Filed 2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED
Shares8,459 from 8,459
Change0 (0%)
Value$437.8K (-$170)
Filed 2026-10-27
Trust Co
INCREASED
Shares8,394 from 6,238
Change+2,156 (+35%)
Value$434.5K (+$111.5K)
Filed 2026-10-09
E6 Portfolios, LLC
INCREASED
Shares8,349 from 8,014
Change+335 (+4%)
Value$432.1K (+$17.2K)
Filed 2026-10-26
Redmond Asset Management, LLC
DECREASED
Shares8,324 from 8,498
Change-174 (-2%)
Value$430.9K (-$9.2K)
Filed 2026-10-27
Forbes Financial Planning, Inc.
DECREASED
Shares8,313 from 9,126
Change-813 (-9%)
Value$430.3K (-$42.3K)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares8,283 from 8,455
Change-172 (-2%)
Value$428.8K (-$9.1K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares8,195 from 8,195
Change0 (0%)
Value$424.2K (-$164)
Filed 2026-10-16
Gateway Investment Advisers LLC
NEW
Shares8,185
Change+8,185
Value$423.7K
Filed 2026-10-13
Evolution Wealth Management Inc.
DECREASED
Shares8,178 from 10,068
Change-1,890 (-19%)
Value$423.3K (-$98.0K)
Filed 2026-10-28
Marino, Stram & Associates LLC
DECREASED
Shares8,176 from 9,146
Change-970 (-11%)
Value$423.2K (-$50.4K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares8,140 from 7,874
Change+266 (+3%)
Value$421.3K (+$13.6K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares8,134 from 8,342
Change-208 (-2%)
Value$421.0K (-$10.9K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares8,102 from 7,695
Change+407 (+5%)
Value$417.5K (+$19.8K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares8,003 from 8,003
Change0 (0%)
Value$414.2K (-$160)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares7,993 from 8,004
Change-11 (0%)
Value$413.7K (-$730)
Filed 2026-10-13
Sterling Wealth Management, Inc.
UNCHANGED
Shares7,904 from 7,904
Change0 (0%)
Value$409.1K (-$158)
Filed 2026-10-23
Lantz Financial LLC
UNCHANGED
Shares7,891 from 7,891
Change0 (0%)
Value$408.4K (-$158)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED
Shares7,699 from 7,568
Change+131 (+2%)
Value$398.5K (+$6.6K)
Filed 2026-10-05
Kelly Financial Services LLC
DECREASED
Shares7,669 from 9,040
Change-1,371 (-15%)
Value$397.0K (-$71.2K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares7,608 from 9,523
Change-1,915 (-20%)
Value$393.9K (-$52.8K)
Filed 2026-11-03
Destiny Capital Corp
UNCHANGED
Shares7,445 from 7,445
Change0 (0%)
Value$385.4K (-$149)
Filed 2026-11-03
Clear Retirement Advice LLC
UNCHANGED
Shares7,412 from 7,412
Change0 (0%)
Value$383.6K (-$148)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares7,410 from 8,408
Change-998 (-12%)
Value$383.5K (-$51.8K)
Filed 2026-10-16
Fortitude Financial, LLC
DECREASED
Shares7,287 from 7,614
Change-327 (-4%)
Value$377.2K (-$17.1K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares7,254 from 7,269
Change-15 (0%)
Value$375.5K (-$922)
Filed 2026-10-16
R2 Capital Strategies, LLC
DECREASED
Shares7,238 from 7,275
Change-37 (-1%)
Value$374.6K (-$2.1K)
Filed 2026-10-15
Gerald Baker Financial Group LLC
UNCHANGED
Shares7,203 from 7,203
Change0 (0%)
Value$372.8K (-$144)
Filed 2026-10-09
Burney Co/
UNCHANGED
Shares7,203 from 7,203
Change0 (0%)
Value$372.8K (-$144)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares6,992 from 4,522
Change+2,470 (+55%)
Value$338.9K (+$104.7K)
Filed 2026-11-04
Accurate Wealth Management, LLC
DECREASED
Shares6,975 from 7,106
Change-131 (-2%)
Value$363.7K (-$4.6K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares6,975 from 6,949
Change+26 (+0%)
Value$361.0K (+$1.2K)
Filed 2026-10-20
Cabot Wealth Management Inc
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$359.1K (-$139)
Filed 2026-11-05
Balentine LLC
DECREASED
Shares6,924 from 7,111
Change-187 (-3%)
Value$358.4K (-$9.8K)
Filed 2026-11-03
Gainline Financial Partners, LLC
INCREASED
Shares6,757 from 6,577
Change+180 (+3%)
Value$349.7K (+$9.2K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares6,754 from 5,821
Change+933 (+16%)
Value$349.6K (+$48.2K)
Filed 2026-11-05
Sima Wealth Partners, LLC
UNCHANGED
Shares6,752 from 6,752
Change0 (0%)
Value$349.5K (-$135)
Filed 2026-10-19
KPP Advisory Services LLC
INCREASED
Shares6,730 from 6,560
Change+170 (+3%)
Value$348.4K (+$8.7K)
Filed 2026-10-26
Castleview Partners, LLC
DECREASED
Shares6,694 from 6,971
Change-277 (-4%)
Value$346.5K (-$14.5K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares6,651 from 6,791
Change-140 (-2%)
Value$344.3K (-$7.4K)
Filed 2026-10-22
Professional Financial Advisors, LLC
DECREASED
Shares6,600 from 7,145
Change-545 (-8%)
Value$341.6K (-$28.4K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares6,568 from 4,568
Change+2,000 (+44%)
Value$340.0K (+$103.4K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares6,530 from 5,968
Change+562 (+9%)
Value$338.0K (+$29.0K)
Filed 2026-10-29
Wealth Preservation Advisors, LLC
NEW
Shares6,513
Change+6,513
Value$337.1K
Filed 2026-11-05
Fell Capital Management
DECREASED
Shares6,503 from 6,548
Change-45 (-1%)
Value$336.6K (-$2.5K)
Filed 2026-10-09
Narus Financial Partners, LLC
DECREASED
Shares6,503 from 6,519
Change-16 (0%)
Value$336.6K (-$958)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,450 from 7,065
Change-615 (-9%)
Value$333.9K (-$32.0K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares6,448 from 5,272
Change+1,176 (+22%)
Value$333.7K (+$60.8K)
Filed 2026-10-28
Client 1ST Advisory Group, LLC
DECREASED
Shares6,315 from 6,554
Change-239 (-4%)
Value$326.9K (-$12.5K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares6,284 from 6,395
Change-111 (-2%)
Value$325.3K (-$5.9K)
Filed 2026-10-26
Donalies Financial Planning, LLC
UNCHANGED
Shares6,221 from 6,221
Change0 (0%)
Value$322.0K (-$124)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares6,207 from 6,567
Change-360 (-5%)
Value$306.8K (-$22.1K)
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares6,120 from 6,320
Change-200 (-3%)
Value$316.8K (-$10.5K)
Filed 2026-10-09
Thrive Wealth Management, LLC
UNCHANGED
Shares6,119 from 6,119
Change0 (0%)
Value$316.7K (-$122)
Filed 2026-10-13
Aspect Partners, LLC
UNCHANGED
Shares6,074 from 6,074
Change0 (0%)
Value$314.4K (-$122)
Filed 2026-10-20
Fourpath Capital Management, LLC
UNCHANGED
Shares6,068 from 6,068
Change0 (0%)
Value$314.1K (-$121)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares6,034 from 7,979
Change-1,945 (-24%)
Value$312.3K (-$100.8K)
Filed 2026-11-04
RCS Financial Planning, LLC
DECREASED
Shares5,981 from 8,497
Change-2,516 (-30%)
Value$309.6K (-$130.4K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares5,945 from 6,869
Change-924 (-13%)
Value$307.7K (-$48.0K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares5,933 from 6,048
Change-115 (-2%)
Value$307.1K (-$6.1K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares5,932 from 6,336
Change-404 (-6%)
Value$307.1K (-$16.9K)
Filed 2026-10-26
Spartan Planning & Wealth Management
DECREASED
Shares5,902 from 27,024
Change-21,122 (-78%)
Value$305.5K (-$1.1M)
Filed 2026-10-13
Financial Guidance Group, Inc.
DECREASED
Shares5,888 from 6,688
Change-800 (-12%)
Value$304.8K (-$41.5K)
Filed 2026-10-21
Wealth Advisors Northwest LLC
DECREASED
Shares5,861 from 5,945
Change-84 (-1%)
Value$303.4K (-$4.5K)
Filed 2026-10-29
Weitzel Financial Services, Inc.
DECREASED
Shares5,793 from 8,186
Change-2,393 (-29%)
Value$299.9K (-$118.0K)
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares5,792 from 6,036
Change-244 (-4%)
Value$299.8K (-$12.8K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,789 from 5,757
Change+32 (+1%)
Value$299.6K (+$1.5K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
DECREASED
Shares5,737 from 5,825
Change-88 (-2%)
Value$296.9K (-$4.7K)
Filed 2026-10-20
J2 Capital Management Inc
INCREASED
Shares5,736 from 5,685
Change+51 (+1%)
Value$296.9K (+$2.5K)
Filed 2026-10-19
IFG Advisors, LLC
INCREASED
Shares5,720 from 5,701
Change+19 (+0%)
Value$296.1K (+$880)
Filed 2026-10-15
Graetz Wealth LLC
DECREASED
Shares5,656 from 6,204
Change-548 (-9%)
Value$292.7K (-$28.5K)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares5,569 from 5,060
Change+509 (+10%)
Value$288.3K (+$26.3K)
Filed 2026-10-26
Cogent Private Wealth, Inc.
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$285.2K (-$111)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares5,499 from 5,390
Change+109 (+2%)
Value$284.6K (+$5.5K)
Filed 2026-10-07
Lutz Financial Services LLC
UNCHANGED
Shares5,371 from 5,371
Change0 (0%)
Value$278.0K (-$107)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares5,341 from 5,492
Change-151 (-3%)
Value$278.8K (-$5.5K)
Filed 2026-10-13
Capital CS Group, LLC
INCREASED
Shares5,252 from 4,862
Change+390 (+8%)
Value$271.8K (+$20.1K)
Filed 2026-10-29
Carrera Capital Advisors
DECREASED
Shares5,165 from 8,345
Change-3,180 (-38%)
Value$267.3K (-$164.8K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares5,160 from 5,661
Change-501 (-9%)
Value$267.1K (+$1.5K)
Filed 2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED
Shares5,149 from 5,149
Change0 (0%)
Value$266.5K (-$103)
Filed 2026-10-14
FC Advisory LLC
INCREASED
Shares5,039 from 5,021
Change+18 (+0%)
Value$260.8K (+$831)
Filed 2026-10-05
JGP Wealth Management, LLC
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$258.4K (-$100)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares4,959 from 4,885
Change+74 (+2%)
Value$256.7K (+$3.7K)
Filed 2026-11-04
Evergreen Capital Management LLC
UNCHANGED
Shares4,872 from 4,872
Change0 (0%)
Value$252.2K (-$98)
Filed 2026-10-23
CWA Asset Management Group, LLC
NEW
Shares4,869
Change+4,869
Value$252.0K
Filed 2026-10-19
Stonebridge Financial Group, LLC
DECREASED
Shares4,820 from 4,854
Change-34 (-1%)
Value$249.5K (-$1.9K)
Filed 2026-10-01
OFS Enterprise LLC
UNCHANGED
Shares4,809 from 4,809
Change0 (0%)
Value$248.9K (-$96)
Filed 2026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED
Shares4,733 from 4,733
Change0 (0%)
Value$245.0K (-$95)
Filed 2026-11-06
Tsfg, LLC
INCREASED
Shares4,670 from 4,277
Change+393 (+9%)
Value$242 (-$220.8K)
Filed 2026-10-23
Ariadne Wealth Management, LP
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$240.8K (-$93)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares4,641 from 5,015
Change-374 (-7%)
Value$240.3K (-$19.5K)
Filed 2026-11-02
MSH Capital Advisors LLC
UNCHANGED
Shares4,583 from 4,583
Change0 (0%)
Value$237.2K (-$92)
Filed 2026-11-03
True North Advisors, LLC
DECREASED
Shares4,581 from 5,388
Change-807 (-15%)
Value$237.1K (-$41.9K)
Filed 2026-10-22
Security Financial Services, Inc.
DECREASED
Shares4,548 from 4,617
Change-69 (-1%)
Value$235.4K (-$3.7K)
Filed 2026-10-29
Whalen Wealth Management Inc.
INCREASED
Shares4,495 from 4,400
Change+95 (+2%)
Value$232.7K (+$4.8K)
Filed 2026-10-08
Naples Global Advisors, LLC
DECREASED
Shares4,465 from 4,468
Change-3 (0%)
Value$231.1K (-$245)
Filed 2026-11-05
Iams Wealth Management, LLC
DECREASED
Shares4,453 from 4,787
Change-334 (-7%)
Value$230.5K (-$17.4K)
Filed 2026-10-15
Fisher Asset Management, LLC
DECREASED
Shares4,384 from 4,572
Change-188 (-4%)
Value$226.9K (-$9.8K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares4,311 from 153,497
Change-149,186 (-97%)
Value$223.1K (-$7.7M)
Filed 2026-10-27
XML Financial, LLC
NEW
Shares4,230
Change+4,230
Value$218.9K
Filed 2026-10-29
Bahl & Gaynor LLC
DECREASED
Shares4,175 from 8,512
Change-4,337 (-51%)
Value$216.1K (-$224.7K)
Filed 2026-11-05
Strategic Advisory Partners, LLC
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$211.3K (-$82)
Filed 2026-11-06
Falcon Wealth Planning
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$211.2K (-$81)
Filed 2026-11-06
Chris Bulman Inc
DECREASED
Shares3,947 from 3,952
Change-5 (0%)
Value$204.3K (-$338)
Filed 2026-10-20
BCK Partners, Inc.
DECREASED
Shares3,932 from 3,940
Change-8 (0%)
Value$203.5K (-$493)
Filed 2026-10-23
Russell Investments Group, Ltd.
INCREASED
Shares3,588 from 1,205
Change+2,383 (+198%)
Value$185.7K (+$123.3K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares3,049
Change+3,049
Value$157.8K
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$143.9K (-$55)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$124.1K (-$48)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
INCREASED
Shares2,282 from 2,205
Change+77 (+3%)
Value$118.1K (+$3.9K)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares2,195 from 2,196
Change-1 (0%)
Value$113.6K (-$96)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares2,132
Change+2,132
Value$110.4K
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$105.5K (-$4.5K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$108.2K (-$42)
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$102.6K (-$39)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares1,981 from 2,436
Change-455 (-19%)
Value$102.5K (-$23.6K)
Filed 2026-10-08
Portfolio Resources Advisor Group, Inc.
NEW
Shares1,969
Change+1,969
Value$101.9K
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares1,880 from 1,696
Change+184 (+11%)
Value$98.0K (+$10.2K)
Filed 2026-10-20
UMB Bank, n.a.
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$95.3K (-$37)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$93.9K (-$36)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares1,744 from 468
Change+1,276 (+273%)
Value$90.3K (+$66.0K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares1,733
Change+1,733
Value$89.7K
Filed 2026-10-27
Clearstead Trust, LLC
INCREASED
Shares1,702 from 1,600
Change+102 (+6%)
Value$88.1K (+$5.2K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,689 from 2,838
Change-1,149 (-40%)
Value$87.4K (-$59.5K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$85.1K (-$33)
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$84.0K (-$32)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$83.2K (-$32)
Filed 2026-10-26
Planning Strategies Inc.
DECREASED
Shares1,500 from 1,580
Change-80 (-5%)
Value$77.6K (-$4.2K)
Filed 2026-10-02
Covestor Ltd
INCREASED
Shares1,460 from 1,455
Change+5 (+0%)
Value$76 (-$74.9K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$67.7K (-$26)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$66.3K (-$26)
Filed 2026-10-16
Addison Advisors LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$59.3K (-$23)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares1,137
Change+1,137
Value$58.8K
Filed 2026-10-27
Bell Investment Advisors, Inc
NEW
Shares1,103
Change+1,103
Value$57.1K
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$56.5K (-$21)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.8K (-$20)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$48.8K (-$19)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$48.2K (-$19)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares862 from 771
Change+91 (+12%)
Value$44.6K (+$4.7K)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$44.6K (-$18)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares752 from 606
Change+146 (+24%)
Value$38.9K (+$7.5K)
Filed 2026-11-02
Key Capital Management, Inc
DECREASED
Shares736 from 768
Change-32 (-4%)
Value$38.1K (-$1.7K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares705 from 729
Change-24 (-3%)
Value$36.5K (-$1.3K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$35.8K (-$14)
Filed 2026-10-20
Independence Bank of Kentucky
NEW
Shares678
Change+678
Value$35.1K
Filed 2026-10-26
Legacy Bridge, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$34.7K (-$14)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$32.4K (-$12)
Filed 2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$32.1K (-$11)
Filed 2026-11-03
Align Financial, LLC
NEW
Shares617
Change+617
Value$31.9K
Filed 2026-10-16
Beacon Financial Strategies Corp
NEW
Shares611
Change+611
Value$31.6K
Filed 2026-10-14
Essential Partners LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$31.5K (-$12)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares589 from 57
Change+532 (+933%)
Value$30.5K (+$27.5K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares581
Change+581
Value$30.3K
Filed 2026-11-03
IMG Wealth Management, Inc.
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$29.0K (-$12)
Filed 2026-10-27
First Command Advisory Services, Inc.
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$28.8K (-$11)
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$28.2K (-$10)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares538 from 3,285
Change-2,747 (-84%)
Value$27.8K (-$142.3K)
Filed 2026-11-02
Zions Bancorporation, National Association
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$27.6K (-$11)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$24.3K (-$10)
Filed 2026-10-05
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$23.6K (-$9)
Filed 2026-10-19
Maseco LLP
DECREASED
Shares421 from 433
Change-12 (-3%)
Value$21.8K (-$625)
Filed 2026-10-27
Sage Mountain Advisors LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$19.2K (-$8)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$18.4K (-$7)
Filed 2026-10-19
Kingdom Financial Group Llc.
DECREASED
Shares341 from 645
Change-304 (-47%)
Value$17.7K (-$15.8K)
Filed 2026-11-04
Ares Financial Consulting, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$17.3K (-$7)
Filed 2026-10-19
Essential Investment Partners LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$16.6K (-$6)
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares315 from 506
Change-191 (-38%)
Value$16.3K (-$9.9K)
Filed 2026-10-22
Simplex Trading, LLC
INCREASED
Shares314 from 208
Change+106 (+51%)
Value$16.3K (+$5.5K)
Filed 2026-11-04
Blueline Advisors LLC
DECREASED
Shares310 from 324
Change-14 (-4%)
Value$16.0K (-$745)
Filed 2026-10-15
Tower Trust & Investment Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.5K (-$6)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$15.0K (-$6)
Filed 2026-10-30
WPG Advisers, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$15.0K (-$5)
Filed 2026-10-27
Phillips Financial Management, LLC
DECREASED
Shares273 from 298
Change-25 (-8%)
Value$14.1K (-$1.3K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.9K (-$5)
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$12.4K (-$4)
Filed 2026-10-08
Miller Global Investments, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$11.1K (-$5)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
DECREASED
Shares211 from 212
Change-1 (0%)
Value$10.9K (-$31)
Filed 2026-10-30
Chilton Capital Management LLC
DECREASED
Shares197 from 232
Change-35 (-15%)
Value$10.2K (-$1.8K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$10.1K (-$4)
Filed 2026-10-30
Fortis Group Advisors, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$10.1K (-$4)
Filed 2026-11-06
New England Capital Financial Advisors LLC
NEW
Shares163
Change+163
Value$8.4K
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$8.3K (-$3)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.7K (-$3)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$7.2K (-$3)
Filed 2026-10-20
High Point Wealth Management, LLC
NEW
Shares131
Change+131
Value$6.8K
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares130
Change+130
Value$6.7K
Filed 2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$6.6K (-$2)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$6.3K (-$2)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
NEW
Shares115
Change+115
Value$6.0K
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$5.9K (-$2)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$5.5K (-$3)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.4K (-$2)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3.8K (-$212)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.6K (-$2)
Filed 2026-10-01
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.1K (-$2)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.0K (-$1)
Filed 2026-11-04
Networth Advisors, LLC
DECREASED
Shares48 from 53
Change-5 (-9%)
Value$2.5K (-$260)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.5K (-$1)
Filed 2026-10-05
Southern Michigan Bank & Trust
NEW
Shares46
Change+46
Value$2.4K
Filed 2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.2K (-$1)
Filed 2026-10-23
MTM Investment Management, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.2K (-$1)
Filed 2026-10-30
Your Advocates Ltd., LLP
DECREASED
Shares26 from 576
Change-550 (-95%)
Value$1.3K (-$28.5K)
Filed 2026-11-03
RHL Group, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$784 (+$4)
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$567 (+$3)
Filed 2026-11-02
Strategic Advocates LLC
DECREASED
Shares9 from 16
Change-7 (-44%)
Value$466 (-$362)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$414 ($0)
Filed 2026-11-02
DecisionPoint Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$155 (+$1)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$105 ($0)
Filed 2026-10-15
Hofer & Associates. Inc
CLOSED
Shares0 from 40,389
Change-40,389 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
Wlth Capital Management, LLC
CLOSED
Shares0 from 24,334
Change-24,334 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Sheets Smith Wealth Management
CLOSED
Shares0 from 22,048
Change-22,048 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 13,785
Change-13,785 (-100%)
Value$0 (-$713.8K)
Filed 2026-10-14
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 6,628
Change-6,628 (-100%)
Value$0 (-$343.2K)
Filed 2026-11-06
Eddie Patel Inc
CLOSED
Shares0 from 5,876
Change-5,876 (-100%)
Value$0 (-$304.3K)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 5,309
Change-5,309 (-100%)
Value$0 (-$274.9K)
Filed 2026-11-03
Mitchell Capital Management Co
CLOSED
Shares0 from 5,195
Change-5,195 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-29
Elm3 Financial Group, LLC
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-07
Strategic Blueprint, LLC
CLOSED
Shares0 from 3,945
Change-3,945 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-22
Avion Wealth
CLOSED
Shares0 from 2,780
Change-2,780 (-100%)
Value$0 (-$143.0K)
Filed 2026-11-04
Bokf, NA
CLOSED
Shares0 from 2,560
Change-2,560 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-27
Trust Co of Vermont
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$79.0K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,163
Change-1,163 (-100%)
Value$0 (-$60.2K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$46.2K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 722
Change-722 (-100%)
Value$0 (-$37.4K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$36.0K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-14
BankPlus Trust Department
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$17.6K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 276
Change-276 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-04
Godsey & Gibb, Inc
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-14
American National Bank & Trust
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-07
Nemes Rush Group LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-04
Decker Retirement Planning Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Charles Schwab Investment Management Inc
N/A
Shares— from 18,828,888
Change-18,828,888 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,142,176
Change-11,142,176 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,425,063
Change-9,425,063 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,088,993
Change-7,088,993 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,231,398
Change-5,231,398 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,126,010
Change-4,126,010 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,892,454
Change-3,892,454 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,540,844
Change-3,540,844 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,484,842
Change-3,484,842 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,376,307
Change-3,376,307 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,360,781
Change-3,360,781 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,348,734
Change-3,348,734 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,398,745
Change-2,398,745 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,333,463
Change-2,333,463 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,235,419
Change-2,235,419 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,148,441
Change-2,148,441 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,123,055
Change-2,123,055 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,099,840
Change-2,099,840 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,938,678
Change-1,938,678 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,839,674
Change-1,839,674 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,590,899
Change-1,590,899 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,382,153
Change-1,382,153 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,335,026
Change-1,335,026 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,302,040
Change-1,302,040 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,265,741
Change-1,265,741 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,258,087
Change-1,258,087 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,112,313
Change-1,112,313 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,092,633
Change-1,092,633 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 1,032,371
Change-1,032,371 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,002,068
Change-1,002,068 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 973,914
Change-973,914 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 940,036
Change-940,036 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 885,440
Change-885,440 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 879,360
Change-879,360 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 874,783
Change-874,783 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 865,525
Change-865,525 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 858,390
Change-858,390 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 839,386
Change-839,386 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 785,289
Change-785,289 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 780,430
Change-780,430 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 739,179
Change-739,179 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 700,737
Change-700,737 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 669,620
Change-669,620 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 610,099
Change-610,099 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 535,689
Change-535,689 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 485,211
Change-485,211 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 459,082
Change-459,082 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 444,230
Change-444,230 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 438,923
Change-438,923 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 429,538
Change-429,538 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 424,043
Change-424,043 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 419,491
Change-419,491 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 408,868
Change-408,868 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 386,241
Change-386,241 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 365,871
Change-365,871 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 362,989
Change-362,989 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 358,906
Change-358,906 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 355,182
Change-355,182 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 346,612
Change-346,612 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 337,825
Change-337,825 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 329,001
Change-329,001 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 327,729
Change-327,729 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 321,979
Change-321,979 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 318,850
Change-318,850 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 310,423
Change-310,423 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 310,211
Change-310,211 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 303,250
Change-303,250 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 298,336
Change-298,336 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 289,994
Change-289,994 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 278,716
Change-278,716 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 269,542
Change-269,542 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 254,548
Change-254,548 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 254,543
Change-254,543 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 251,929
Change-251,929 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 250,072
Change-250,072 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 249,966
Change-249,966 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 248,787
Change-248,787 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 239,394
Change-239,394 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 233,974
Change-233,974 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 217,889
Change-217,889 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 216,735
Change-216,735 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 199,176
Change-199,176 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 198,043
Change-198,043 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 195,981
Change-195,981 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 186,879
Change-186,879 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 179,874
Change-179,874 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 177,949
Change-177,949 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 175,993
Change-175,993 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 163,486
Change-163,486 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 163,273
Change-163,273 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 159,457
Change-159,457 (-100%)
Value—
&partners
N/A
Shares— from 155,168
Change-155,168 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 153,947
Change-153,947 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 149,799
Change-149,799 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 148,579
Change-148,579 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 148,106
Change-148,106 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 147,128
Change-147,128 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 139,650
Change-139,650 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 138,154
Change-138,154 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 135,630
Change-135,630 (-100%)
Value—
FMR LLC
N/A
Shares— from 130,979
Change-130,979 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 128,229
Change-128,229 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 126,568
Change-126,568 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 125,625
Change-125,625 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 123,770
Change-123,770 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 120,883
Change-120,883 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 120,791
Change-120,791 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 120,042
Change-120,042 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 108,013
Change-108,013 (-100%)
Value—
Blair William & Co
N/A
Shares— from 107,797
Change-107,797 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 103,901
Change-103,901 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 100,761
Change-100,761 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 100,682
Change-100,682 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 100,641
Change-100,641 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 100,402
Change-100,402 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 99,934
Change-99,934 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 96,265
Change-96,265 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 95,432
Change-95,432 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 95,052
Change-95,052 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 93,301
Change-93,301 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 92,786
Change-92,786 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 92,622
Change-92,622 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 92,038
Change-92,038 (-100%)
Value—
Optas, LLC
N/A
Shares— from 91,001
Change-91,001 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 86,327
Change-86,327 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 85,734
Change-85,734 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 84,829
Change-84,829 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 84,610
Change-84,610 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 82,391
Change-82,391 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 81,568
Change-81,568 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 80,846
Change-80,846 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 79,217
Change-79,217 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 76,418
Change-76,418 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 76,035
Change-76,035 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 75,656
Change-75,656 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 75,326
Change-75,326 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 75,283
Change-75,283 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 73,229
Change-73,229 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 72,953
Change-72,953 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 71,758
Change-71,758 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 71,624
Change-71,624 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 70,450
Change-70,450 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 69,588
Change-69,588 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 68,417
Change-68,417 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 67,253
Change-67,253 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 63,110
Change-63,110 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 62,013
Change-62,013 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 59,004
Change-59,004 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 58,143
Change-58,143 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 57,570
Change-57,570 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 56,243
Change-56,243 (-100%)
Value—
Stephens Inc
N/A
Shares— from 56,185
Change-56,185 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 55,271
Change-55,271 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 52,916
Change-52,916 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 51,206
Change-51,206 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 50,706
Change-50,706 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 50,696
Change-50,696 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 49,916
Change-49,916 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 47,285
Change-47,285 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 46,254
Change-46,254 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 45,949
Change-45,949 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 45,034
Change-45,034 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 42,054
Change-42,054 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,780
Change-41,780 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 40,469
Change-40,469 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 39,474
Change-39,474 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 39,450
Change-39,450 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 38,230
Change-38,230 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 38,011
Change-38,011 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 37,476
Change-37,476 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 37,176
Change-37,176 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 36,680
Change-36,680 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 36,605
Change-36,605 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 36,433
Change-36,433 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 36,019
Change-36,019 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 35,684
Change-35,684 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 34,953
Change-34,953 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 34,068
Change-34,068 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 33,929
Change-33,929 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 33,301
Change-33,301 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 32,943
Change-32,943 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 31,296
Change-31,296 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 31,261
Change-31,261 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 30,919
Change-30,919 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 30,705
Change-30,705 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 27,241
Change-27,241 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 27,067
Change-27,067 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 26,948
Change-26,948 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,779
Change-26,779 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,991
Change-25,991 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 25,286
Change-25,286 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 25,048
Change-25,048 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 24,409
Change-24,409 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,985
Change-23,985 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 23,142
Change-23,142 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 22,927
Change-22,927 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 22,605
Change-22,605 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,573
Change-22,573 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 22,356
Change-22,356 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 22,328
Change-22,328 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,325
Change-22,325 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 21,910
Change-21,910 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 21,572
Change-21,572 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,502
Change-21,502 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 21,177
Change-21,177 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 21,002
Change-21,002 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 20,845
Change-20,845 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 20,231
Change-20,231 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 19,916
Change-19,916 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 19,911
Change-19,911 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 19,722
Change-19,722 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 19,707
Change-19,707 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 19,020
Change-19,020 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,875
Change-17,875 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17,066
Change-17,066 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 16,385
Change-16,385 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 15,819
Change-15,819 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,662
Change-15,662 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 15,563
Change-15,563 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,308
Change-15,308 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 15,103
Change-15,103 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,642
Change-14,642 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 14,545
Change-14,545 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 14,459
Change-14,459 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 14,435
Change-14,435 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,353
Change-14,353 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 12,626
Change-12,626 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,184
Change-12,184 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 11,960
Change-11,960 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 11,788
Change-11,788 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 11,493
Change-11,493 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 11,240
Change-11,240 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 11,194
Change-11,194 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,917
Change-10,917 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,268
Change-10,268 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 9,144
Change-9,144 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,058
Change-9,058 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,182
Change-8,182 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Creekmur Asset Management LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 496
Change-496 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 277
Change-277 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 240
Change-240 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 82
Change-82 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 24
Change-24 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5
Change-5 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED21,219,44521,397,101-177,656-1%$1.1B$1.1B-$9.6M2026-11-02
LPL Financial LLC
INCREASED18,850,62717,883,639+966,988+5%$926.0M$975.7M+$49.7M2026-11-06
Allworth Financial LP
INCREASED9,152,5947,221,745+1,930,849+27%$373.9M$473.9M+$100.0M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED2,518,8422,423,495+95,347+4%$125.5M$130.4M+$4.9M2026-10-26
Assetmark, Inc
DECREASED1,396,4851,506,098-109,613-7%$78.0M$72.3M-$5.7M2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED1,095,3091,110,730-15,421-1%$57.5M$56.7M-$820.4K2026-10-27
Matauro, LLC
INCREASED1,016,241647,952+368,289+57%$33.6M$52.6M+$19.0M2026-11-03
Great Lakes Advisors, LLC
DECREASED843,549878,713-35,164-4%$45.5M$43.7M-$1.8M2026-11-06
Cutler Investment Counsel LLC
INCREASED825,163808,417+16,746+2%$41.9M$42.7M+$850.6K2026-10-28
Jnba Financial Advisors
INCREASED803,644796,899+6,745+1%$41.3M$41.6M+$333.2K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED798,357788,100+10,257+1%$40.8M$41.3M+$515.1K2026-10-13
AlphaStar Capital Management, LLC
INCREASED789,133701,995+87,138+12%$36.3M$40.8M+$4.5M2026-10-16
Capital Asset Advisory Services LLC
INCREASED766,035711,629+54,406+8%$36.8M$38.0M+$1.2M2026-10-30
Park Avenue Securities LLC
DECREASED693,541725,002-31,461-4%$37.5M$35.9K-$37.5M2026-10-26
Global Strategic Investment Solutions, LLC
DECREASED690,528693,186-2,6580%$35.9M$35.7M-$151.4K2026-10-16
Vicus Capital
INCREASED636,699600,514+36,185+6%$31.1M$33.0M+$1.9M2026-11-05
Commonwealth Equity Services, LLC
DECREASED611,656619,011-7,355-1%$32.1M$31.7M-$393.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED570,262609,960-39,698-7%$31.6M$29.5K-$31.6M2026-11-02
CGN Advisors LLC
DECREASED567,352572,818-5,466-1%$29.7M$29.4M-$294.4K2026-10-21
KWB Wealth
INCREASED493,608476,296+17,312+4%$24.7M$25.5M+$886.6K2026-10-16
Woodmont Investment Counsel LLC
INCREASED469,612452,274+17,338+4%$23.4M$24.3M+$888.4K2026-10-29
PNC Financial Services Group, Inc.
DECREASED469,319486,714-17,395-4%$25.2M$24.3M-$910.1K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED465,545455,253+10,292+2%$23.3M$23.6M+$310.3K2026-10-13
Capital Wealth Management, LLC
INCREASED439,918435,418+4,500+1%$22.5M$22.8M+$224.2K2026-10-27
Kestra Advisory Services, LLC
INCREASED431,569275,902+155,667+56%$14.3M$22.3M+$8.1M2026-11-02
Landmark Wealth Management, Inc.
DECREASED397,937417,135-19,198-5%$21.6M$20.6M-$1.0M2026-11-04
Savant Capital, LLC
DECREASED390,071515,162-125,091-24%$25.7M$20.2M-$5.5M2026-11-06
Lpwm LLC
INCREASED389,237384,456+4,781+1%$19.9M$20.1M+$239.8K2026-10-20
Rodgers & Associates, LTD
INCREASED387,712387,231+481+0%$20.1M$20.1M+$17.2K2026-10-20
Merit Financial Group, LLC
INCREASED387,146370,844+16,302+4%$19.2M$20.0M+$836.4K2026-11-06
Valmark Advisers, Inc.
INCREASED371,216370,421+795+0%$19.2M$19.2M+$33.8K2026-11-06
Luken Investment Analytics, LLC
INCREASED365,639364,088+1,551+0%$18.9M$18.9M+$73.0K2026-11-06
Facet Wealth, Inc.
DECREASED349,464358,467-9,003-3%$18.6M$18.1M-$473.2K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED348,756378,284-29,528-8%$19.6M$18.1M-$1.5M2026-10-26
Isthmus Partners, LLC
INCREASED342,027340,969+1,058+0%$17.7M$17.7M+$47.9K2026-10-21
Tortoise Investment Management, LLC
INCREASED338,456336,148+2,308+1%$17.4M$17.5M+$112.7K2026-11-06
Daymark Wealth Partners, LLC
INCREASED336,279308,106+28,173+9%$16.0M$17.4M+$1.5M2026-11-04
Gibbs Wealth Management
INCREASED320,037273,978+46,059+17%$14.2M$16.6M+$2.4M2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED319,840289,275+30,565+11%$15.0M$16.6M+$1.6M2026-11-03
KFG Wealth Management, LLC
INCREASED318,514307,414+11,100+4%$15.9M$16.5M+$568.4K2026-10-16
West Wealth Group, LLC
DECREASED316,839326,406-9,567-3%$16.9M$16.4M-$501.8K2026-10-14
Citigroup Inc
INCREASED310,960274,080+36,880+13%$14.2M$16.1M+$1.9M2026-11-04
Thrivent Financial for Lutherans
DECREASED306,357564,667-258,310-46%$29.2M$15.8K-$29.2M2026-11-05
Forbes J M & Co LLP
INCREASED291,828289,824+2,004+1%$15.0M$15.1M+$97.9K2026-10-16
Truefg, LLC
INCREASED290,950279,163+11,787+4%$14.5M$15.1M+$604.5K2026-10-15
ProVise Management Group, LLC
INCREASED289,421162,851+126,570+78%$8.4M$15.0M+$6.5M2026-11-06
SigFig Wealth Management, LLC
DECREASED272,825281,548-8,723-3%$14.4M$14.1M-$327.6K2026-10-07
Signal Advisors Wealth, LLC
INCREASED268,231264,017+4,214+2%$13.7M$13.9M+$212.9K2026-10-13
Peak Financial Management, Inc.
INCREASED268,118264,218+3,900+1%$13.7M$13.9M+$196.6K2026-10-16
ERn Financial, LLC
DECREASED266,919269,872-2,953-1%$14.0M$13.8M-$158.2K2026-10-28
Affiance Financial, LLC
DECREASED258,481261,106-2,625-1%$13.5M$13.4M-$141.1K2026-10-15
Brookstone Capital Management
DECREASED254,853269,555-14,702-5%$14.0M$13.2M-$766.3K2026-10-22
Moneco Advisors, LLC
DECREASED250,575257,782-7,207-3%$13.3M$13.0M-$378.2K2026-11-05
Marathon Strategic Advisors, LLC
DECREASED250,386252,223-1,837-1%$13.1M$13.0M-$100.1K2026-10-20
Atlas Private Wealth Advisors
INCREASED246,527236,625+9,902+4%$12.3M$12.8M+$507.8K2026-10-23
Summit Global Investments
INCREASED244,870227,854+17,016+7%$11.8M$12.7K-$11.8M2026-10-28
Cobblestone Asset Management LLC
INCREASED240,472215,928+24,544+11%$11.2M$12.4M+$1.3M2026-10-13
Perigon Wealth Management, LLC
DECREASED237,425246,853-9,428-4%$12.8M$12.3M-$492.9K2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
INCREASED234,692232,523+2,169+1%$12.0M$12.1M+$107.6K2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED231,478228,493+2,985+1%$11.8M$12.0M+$149.9K2026-10-28
Truist Financial Corp
DECREASED230,769236,548-5,779-2%$12.2M$11.9M-$303.8K2026-10-30
Revisor Wealth Management LLC
INCREASED217,706207,927+9,779+5%$10.8M$11.1M+$309.4K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED217,480202,052+15,428+8%$10.5M$11.3M+$794.5K2026-11-02
Aspire Private Capital, LLC
DECREASED214,248246,417-32,169-13%$12.8M$11.1M-$1.7M2026-11-05
Integrity Alliance, Llc.
INCREASED209,088207,417+1,671+1%$10.7M$10.8M+$82.4K2026-10-29
Portside Wealth Group, LLC
INCREASED207,960170,496+37,464+22%$8.8M$10.8M+$1.9M2026-10-20
Fifth Third Bancorp
DECREASED207,807221,699-13,892-6%$11.5M$10.8M-$723.5K2026-11-05
Clearstead Advisors, LLC
INCREASED207,364175,769+31,595+18%$9.1M$10.7M+$1.6M2026-11-06
Vise Technologies, Inc.
INCREASED203,984174,840+29,144+17%$9.1M$10.6M+$1.5M2026-10-29
Farther Finance Advisors, LLC
INCREASED199,918190,272+9,646+5%$9.9M$10.3M+$495.7K2026-10-08
Hobart Private Capital, LLC
INCREASED198,995197,303+1,692+1%$10.2M$10.3M+$83.6K2026-10-19
Simplicity Wealth,LLC
INCREASED198,123185,837+12,286+7%$9.6M$10.3M+$632.2K2026-10-23
Values Added Financial LLC
INCREASED197,544190,398+7,146+4%$9.9M$10.2M+$366.1K2026-10-28
LexAurum Advisors, LLC
DECREASED193,397225,752-32,355-14%$11.7M$10.0M-$1.7M2026-10-19
Avior Wealth Management, LLC
DECREASED189,780190,134-3540%$9.8M$9.8M-$22.1K2026-10-13
Aquire Wealth Advisors, LLC
DECREASED185,385193,566-8,181-4%$10.0M$9.6M-$427.4K2026-10-23
IFP Advisors, Inc
INCREASED179,460164,298+15,162+9%$8.5M$9.3M+$781.5K2026-10-16
Trilogy Capital Inc.
INCREASED178,910173,342+5,568+3%$9.0M$9.3M+$284.7K2026-10-20
Brighton Securities Corp.
INCREASED178,006171,243+6,763+4%$8.9M$9.2M+$346.6K2026-10-08
Detalus Advisors, LLC
DECREASED177,695184,092-6,397-3%$9.5M$9.2M-$334.8K2026-10-15
Melone Private Wealth, LLC
INCREASED176,712164,377+12,335+8%$8.5M$9.1M+$635.2K2026-10-16
Securian Asset Management, Inc
UNCHANGED173,260173,26000%$8.7M$9.0M+$272.0K2026-11-06
Financial Insights, Inc.
INCREASED165,533161,493+4,040+3%$8.4M$8.6M+$206.0K2026-10-27
Windsor Capital Management, LLC
INCREASED162,328155,783+6,545+4%$8.1M$8.4M+$335.6K2026-10-13
Fonville Wealth Management LLC
DECREASED159,276159,842-5660%$8.3M$8.2M-$32.5K2026-10-28
Brooklyn FI, LLC
INCREASED158,588155,359+3,229+2%$7.9M$7.8M-$137.3K2026-11-05
Uptown Financial Advisors LLC
INCREASED158,099155,992+2,107+1%$8.1M$8.2M+$105.9K2026-10-15
Delta Wealth Advisors LLC
INCREASED156,274153,984+2,290+1%$8.0M$8.1M+$115.4K2026-10-09
David Kennon Inc
INCREASED153,418152,251+1,167+1%$7.9M$7.9M+$57.4K2026-10-13
Palatine Hill Wealth Management, LLC
INCREASED151,821138,505+13,316+10%$7.2M$7.9M+$686.5K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED151,654145,057+6,597+5%$7.5M$7.8M+$338.6K2026-10-14
RFG Advisory, LLC
INCREASED148,929134,896+14,033+10%$7.0M$7.7M+$723.7K2026-11-03
WBH Advisory Inc
INCREASED141,811133,067+8,744+7%$6.9M$7.3M+$449.9K2026-11-05
Creative Financial Designs Inc
INCREASED139,857129,408+10,449+8%$6.7M$7.2M+$538.3K2026-11-04
Optimist Retirement Group LLC
DECREASED139,109141,757-2,648-2%$7.3M$7.2M-$139.9K2026-10-30
HB Wealth Management, LLC
NEW137,570—+137,570——$7.1M—2026-10-23
Fiduciary Alliance LLC
DECREASED135,874138,738-2,864-2%$7.2M$7.0M-$151.0K2026-10-13
Mascoma Wealth Management LLC
INCREASED135,632129,469+6,163+5%$6.7M$7.0M+$316.4K2026-10-23
CX Institutional
DECREASED135,530137,995-2,465-2%$7.1K$7.0K-$1302026-10-02
Raleigh Capital Management Inc.
DECREASED135,030149,653-14,623-10%$7.7M$7.0M-$759.9K2026-10-28
Bank of New York Mellon Corp
DECREASED133,337137,862-4,525-3%$7.1M$6.9M-$237.0K2026-11-05
Mason & Associates, LLC
INCREASED133,243127,423+5,820+5%$6.6M$6.9M+$298.7K2026-10-26
One Advisory Partners, LLC
INCREASED132,613126,193+6,420+5%$6.5M$6.9M+$329.8K2026-10-22
True Blue Financial, LLC
INCREASED128,50188,617+39,884+45%$4.6M$6.7M+$2.1M2026-10-15
Wolff Financial Management LLC
DECREASED127,123128,626-1,503-1%$6.7M$6.6M-$80.4K2026-10-23
Independent Financial Group, LLC
INCREASED126,10790,606+35,501+39%$4.7M$6.5M+$1.8M2026-10-13
Cornerstone Wealth Management, LLC
INCREASED125,971108,493+17,478+16%$5.6M$6.5M+$902.5K2026-11-04
Archer Investment Management, LLC
INCREASED125,479110,890+14,589+13%$5.7M$6.5M+$753.0K2026-10-13
Phoenix Wealth Advisors
INCREASED121,731114,752+6,979+6%$5.9M$6.3M+$358.9K2026-11-03
Vision Capital Management, Inc.
DECREASED121,063122,359-1,296-1%$6.3M$6.3M-$69.5K2026-10-20
Midwest Financial Network, LLC
INCREASED120,40480,860+39,544+49%$4.2M$6.2M+$2.0M2026-10-13
Rinkey Investments
DECREASED119,217119,924-707-1%$6.2M$6.2M-$39.0K2026-10-28
Financial Enhancement Group LLC
INCREASED119,014111,791+7,223+6%$5.8M$6.2M+$424.0K2026-10-08
Wrenne Financial Planning LLC
INCREASED116,743114,545+2,198+2%$5.9M$6.0M+$111.5K2026-10-30
Probity Advisors, Inc.
INCREASED115,432113,514+1,918+2%$5.9M$6.0M+$97.0K2026-10-23
Churchill Financial Advisors, LLC
INCREASED114,896112,942+1,954+2%$5.8M$5.9M+$98.9K2026-10-20
James T. Borello RIA
INCREASED114,394107,770+6,624+6%$5.6M$5.9M+$340.7K2026-10-16
Towercrest Capital Management
DECREASED113,292116,999-3,707-3%$6.1M$5.9M-$194.2K2026-10-23
Integrated Capital Management, LLC
DECREASED112,724112,778-540%$5.8M$5.8M-$5.1K2026-10-23
Boltwood Capital Management
INCREASED112,573112,504+69+0%$5.8M$5.8M+$1.3K2026-10-02
Horizon Financial Services, LLC
INCREASED112,405108,281+4,124+4%$5.6M$5.8M+$211.3K2026-11-04
Blueprint Investment Partners LLC
DECREASED110,983161,149-50,166-31%$8.3M$5.7M-$2.6M2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED106,894110,268-3,374-3%$5.7M$5.5M-$176.9K2026-10-27
First Security Investment Management, Inc.
INCREASED106,523102,287+4,236+4%$5.3M$5.5M+$217.2K2026-11-05
Riversedge Advisors, LLC
DECREASED105,776106,044-2680%$5.5M$5.5M-$16.0K2026-10-09
VestGen Advisors, LLC
DECREASED105,534134,413-28,879-21%$7.0M$5.5M-$1.5M2026-10-27
Heritage Family Offices, LLP
DECREASED104,919153,497-48,578-32%$7.9M$5.4M-$2.5M2026-11-02
Financial Planning Fort Collins, LLC
INCREASED102,665101,842+823+1%$5.3M$5.3M+$49.7K2026-10-16
Cypress Wealth Services, LLC
INCREASED101,983101,303+680+1%$5.2M$5.4M+$144.3K2026-10-21
Collier Financial
INCREASED101,93798,781+3,156+3%$5.1M$5.3M+$161.4K2026-11-06
Shum Financial Group, Inc.
INCREASED100,26284,553+15,709+19%$4.4M$5.2M+$811.4K2026-10-13
Leslie Global Wealth, LLC
INCREASED97,09191,662+5,429+6%$4.7M$5.0M+$279.2K2026-10-26
Axos Invest Inc.
INCREASED96,93196,471+460+0%$5.0M$5.0M+$21.9K2026-10-21
ADE, LLC
DECREASED96,82497,298-4740%$5.0M$5.0M-$26.5K2026-10-29
Ervin Investment Management, LLC
INCREASED95,40693,634+1,772+2%$4.8M$4.9M+$89.8K2026-10-23
Key FInancial Inc
DECREASED94,22997,507-3,278-3%$5.0M$4.9M-$171.6K2026-11-02
Turning Point Benefit Group, Inc.
INCREASED88,67186,628+2,043+2%$4.5M$4.6M+$114.0K2026-10-28
TCP Asset Management, LLC
DECREASED88,57994,872-6,293-7%$4.9M$4.6M-$314.4K2026-10-14
YHB Investment Advisors, Inc.
INCREASED87,86187,743+118+0%$4.5M$4.5M+$4.4K2026-10-08
BayBridge Capital Group, LLC
INCREASED86,99166,621+20,370+31%$3.4M$4.5M+$1.1M2026-10-13
Founders Financial Securities LLC
DECREASED86,96287,289-3270%$4.5M$4.5M-$18.7K2026-10-28
Balefire, LLC
INCREASED86,84572,611+14,234+20%$3.8M$4.5M+$735.3K2026-10-09
Great Point Wealth Advisors, LLC
DECREASED86,78686,911-1250%$4.5M$4.5M-$8.2K2026-10-15
Single Point Partners, LLC
INCREASED86,67484,845+1,829+2%$4.4M$4.5M+$93.1K2026-10-19
Alliance Wealth Management Group
DECREASED86,65790,365-3,708-4%$4.7M$4.5M-$193.7K2026-10-29
Tenet Wealth Partners, LLC
INCREASED84,52282,197+2,325+3%$4.2M$4.4M+$219.8K2026-10-19
Ethic Inc.
INCREASED83,78622,174+61,612+278%$1.1M$4.3M+$3.2M2026-11-03
Parallel Advisors, LLC
INCREASED82,30082,221+79+0%$4.3M$4.3M+$2.4K2026-11-03
Blueprint Financial Advisors LLC
DECREASED81,923103,257-21,334-21%$5.3M$4.2M-$1.1M2026-10-28
Legacy Wealth Partners, LLC
INCREASED78,51571,919+6,596+9%$3.7M$4.1M+$340.0K2026-10-15
AlphaCore Capital LLC
DECREASED77,40984,189-6,780-8%$4.4M$4.0M-$352.6K2026-11-04
Maia Wealth LLC
INCREASED75,87356,627+19,246+34%$2.9M$3.9M+$995.1K2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
DECREASED75,23087,528-12,298-14%$4.5M$3.9M-$638.3K2026-10-22
Winch Advisory Services, LLC
INCREASED75,14474,710+434+1%$3.9M$3.9M+$21.0K2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED75,10576,892-1,787-2%$4.0M$3.9M-$94.0K2026-10-29
Boston Standard Wealth Management, LLC
INCREASED74,90472,835+2,069+3%$3.8M$3.9M+$124.4K2026-10-07
Choreo, LLC
DECREASED74,88076,632-1,752-2%$4.0M$3.9M-$91.9K2026-10-28
Olio Financial Planning
INCREASED73,19970,419+2,780+4%$3.6M$3.8M+$142.5K2026-10-22
BankPlus Wealth Management LLC
INCREASED73,13657,765+15,371+27%$3.0M$3.8M+$794.5K2026-10-13
Ehrlich Financial Group
INCREASED71,55670,740+816+1%$3.7M$3.7M+$40.8K2026-10-20
Partners in Financial Planning
DECREASED70,78771,590-803-1%$3.7M$3.7M-$43.0K2026-11-06
Retiremitten Financial LLC
INCREASED69,42565,384+4,041+6%$3.4M$3.5M+$72.5K2026-11-05
Breakwater Investment Management
INCREASED67,03421,413+45,621+213%$1.1M$3.5M+$2.4M2026-10-20
Legacy Solutions, LLC
INCREASED66,93365,582+1,351+2%$3.4M$3.5M+$68.6K2026-10-07
Global Financial Private Client, LLC
INCREASED64,94663,130+1,816+3%$3.3M$3.4M+$92.7K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED64,60363,266+1,337+2%$3.3M$3.3M+$67.9K2026-10-23
Xena Financial Planning, LLC
INCREASED64,42662,343+2,083+3%$3.2M$3.3M+$106.5K2026-10-13
Ironwood Wealth Management, Llc.
INCREASED63,84762,107+1,740+3%$3.2M$3.3M+$88.8K2026-10-28
Oppenheimer & Co Inc
DECREASED63,02865,453-2,425-4%$3.4M$3.3M-$126.8K2026-10-26
Salomon & Ludwin, LLC
INCREASED62,57658,991+3,585+6%$3.1M$3.2M+$171.8K2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED62,49342,078+20,415+49%$2.2M$3.2M+$1.1M2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED62,48158,488+3,993+7%$3.0M$3.2M+$205.5K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED62,39064,303-1,913-3%$3.3M$3.2M-$100.3K2026-10-06
Birch Financial Group, LLC
INCREASED62,06860,620+1,448+2%$3.1M$3.2M+$73.8K2026-10-27
Axxcess Wealth Management, LLC
DECREASED62,000764,963-702,963-92%$39.6M$3.2M-$36.4M2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED61,73156,328+5,403+10%$2.9M$3.2M+$278.5K2026-10-28
Diversify Wealth Management, LLC
INCREASED61,27561,161+114+0%$3.1M$3.1M+$54.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED61,27561,161+114+0%$3.1M$3.1M+$54.8K2026-10-20
BIP Wealth, LLC
DECREASED60,37765,270-4,893-7%$3.4M$3.1M-$254.6K2026-10-22
Occidental Asset Management, LLC
INCREASED60,30359,355+948+2%$3.1M$3.1M+$47.9K2026-11-05
Resonant Capital Advisors, LLC
INCREASED58,59957,111+1,488+3%$3.0M$3.0M+$75.9K2026-10-15
Livet Wealth, LLC
INCREASED58,04256,524+1,518+3%$2.9M$3.0M+$77.5K2026-10-27
Simon Quick Advisors, LLC
DECREASED58,00558,521-516-1%$3.0M$3.0M-$27.9K2026-10-26
Partnership Wealth Management, LLC
DECREASED57,32658,854-1,528-3%$3.0M$3.0M-$80.3K2026-10-05
Novem Group
INCREASED57,25335,284+21,969+62%$1.8M$3.0M+$1.1M2026-10-19
Lifestyle Asset Management, Inc.
INCREASED56,40153,758+2,643+5%$2.8M$2.9M+$135.7K2026-10-20
Richardson Financial Services Inc.
DECREASED56,35960,590-4,231-7%$3.1M$2.9M-$220.2K2026-10-30
Phillip James Consulting Co.
INCREASED56,24955,309+940+2%$2.9M$2.9M+$47.5K2026-11-03
Sage Advisory Services, Ltd.Co.
DECREASED54,77958,155-3,376-6%$3.0M$2.8M-$176.0K2026-10-29
HBW Advisory Services LLC
DECREASED53,82556,197-2,372-4%$2.9M$2.8M-$123.9K2026-10-15
Cadent Capital Advisors, LLC
INCREASED53,57353,461+112+0%$2.8M$2.8M+$4.7K2026-10-09
Higgins & Schmidt Wealth Strategies LLC
DECREASED53,37453,774-400-1%$2.8M$2.8M-$21.8K2026-10-26
Midwest Capital Advisors, LLC
DECREASED53,35558,167-4,812-8%$3.0M$2.8M-$250.2K2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED53,09652,790+306+1%$2.7M$2.7M+$14.8K2026-11-02
Allen Capital Group, LLC
DECREASED52,595431,898-379,303-88%$22.4M$2.7M-$19.6M2026-10-27
Kroeger Financial Partners
DECREASED52,36753,096-729-1%$2.7M$2.7M-$38.8K2026-10-19
Diligent Investors, LLC
DECREASED51,96352,423-460-1%$2.7M$2.7M-$24.9K2026-10-21
Asset Dedication, LLC
DECREASED51,55251,894-342-1%$2.7M$2.7M-$18.7K2026-11-03
IAG Wealth Partners, LLC
INCREASED51,42647,579+3,847+8%$2.5M$2.7M+$198.2K2026-11-06
RTD Financial Advisors, Inc.
DECREASED50,24650,734-488-1%$2.6M$2.6M-$26.3K2026-10-09
Richmond Investment Services, LLC
INCREASED49,27048,869+401+1%$2.5M$2.6M+$19.8K2026-10-29
Roan Capital Partners
DECREASED49,12949,633-504-1%$2.6M$2.5M-$27.1K2026-10-09
Mccarter Private Wealth Services LLC
INCREASED48,07144,382+3,689+8%$2.3M$2.5M+$190.1K2026-10-22
Lockerman Financial Group, Inc.
INCREASED47,93744,848+3,089+7%$2.3M$2.5M+$159.0K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED47,49246,746+746+2%$2.4M$2.5M+$37.7K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED47,24151,897-4,656-9%$2.7M$2.4M-$242.0K2026-11-02
Meitav Investment House LTD
INCREASED46,95246,402+550+1%$2.4M$2.4M+$27.5K2026-10-28
Peterson Wealth Advisors, LLC
DECREASED46,51047,492-982-2%$2.5M$2.4M-$51.8K2026-10-08
McAdam, LLC
DECREASED46,44752,599-6,152-12%$2.7M$2.4M-$319.5K2026-10-21
Atria Investments, Inc
DECREASED46,31646,733-417-1%$2.4M$2.4M-$22.5K2026-10-15
Fifth Third Securities, Inc.
INCREASED45,67444,732+942+2%$2.3M$2.4M+$47.9K2026-10-21
Vested Financial Planning, LLC
DECREASED45,07948,364-3,285-7%$2.5M$2.3M-$171.0K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED44,64945,909-1,260-3%$2.4M$2.3M-$66.1K2026-10-21
BlueChip Wealth Advisors LLC
INCREASED44,37836,254+8,124+22%$1.9M$2.3M+$419.8K2026-11-03
Apella Capital, LLC
DECREASED44,30545,267-962-2%$2.3M$2.3M+$3.6K2026-10-08
Sherman Wealth Management LLC
INCREASED44,13541,963+2,172+5%$2.2M$2.3M+$111.6K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED42,84837,498+5,350+14%$1.9M$2.2M+$276.2K2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED42,74542,924-1790%$2.2M$2.2M-$10.1K2026-11-04
Lanark Financial, Inc.
INCREASED42,28839,513+2,775+7%$2.0M$2.2M+$142.8K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED42,17015,949+26,221+164%$825.9K$2.2M+$1.4M2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED41,54740,852+695+2%$2.1M$2.2M+$35.2K2026-10-21
International Private Wealth Advisors LLC
DECREASED40,57845,012-4,434-10%$2.3M$2.1M-$230.4K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED38,71138,71100%$2.0M$2.0M$02026-10-06
Tempus Wealth Planning, LLC
INCREASED38,68238,576+106+0%$2.0M$2.0M+$4.7K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED38,32423,141+15,183+66%$1.2M$2.0M+$785.4K2026-10-16
AdvisorNet Financial, Inc
DECREASED38,29738,325-280%$2.0M$2.0M-$13.7K2026-10-15
Towne Trust Company, N.a
INCREASED37,94734,251+3,696+11%$1.8M$2.0M+$190.6K2026-10-28
M Holdings Securities, Inc.
INCREASED37,74827,748+10,000+36%$1.4M$1.8K-$1.4M2026-11-03
Hurley Capital, LLC
INCREASED37,51235,110+2,402+7%$1.8M$1.9M+$123.7K2026-11-05
McKinley Carter Wealth Services, Inc.
DECREASED37,37439,220-1,846-5%$2.0M$1.9M-$96.3K2026-10-16
FF Advisors,LLC
DECREASED37,01439,317-2,303-6%$2.0M$1.9M-$120.0K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED36,95836,364+594+2%$1.9M$1.9M+$30.0K2026-11-05
SYM Financial Corp
INCREASED36,73536,648+87+0%$1.9M$1.9M+$3.8K2026-10-26
NavPoint Financial, Inc.
DECREASED36,32836,374-460%$1.9M$1.9M-$3.1K2026-10-21
Montz Harcus Wealth Management LLC
INCREASED36,26228,862+7,400+26%$1.5M$1.9M+$382.4K2026-10-09
Ascent Group, LLC
DECREASED35,40239,260-3,858-10%$2.0M$1.8M-$200.5K2026-10-30
Sowell Financial Services LLC
INCREASED34,89416,094+18,800+117%$833.4K$1.8M+$972.8K2026-10-23
Clear Creek Financial Management, LLC
INCREASED34,45732,289+2,168+7%$1.7M$1.8M+$111.6K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED34,18433,519+665+2%$1.7M$1.8M+$33.7K2026-10-14
Smart Wealth LLC
DECREASED33,30284,793-51,491-61%$4.4M$1.7M-$2.7M2026-11-04
GK Wealth Management LLC
DECREASED33,23940,318-7,079-18%$2.1M$1.7M-$367.2K2026-10-09
Stevens Capital Partners
INCREASED33,05429,733+3,321+11%$1.5M$1.7M+$171.3K2026-10-29
Advisor OS, LLC
DECREASED32,92434,402-1,478-4%$1.8M$1.7M-$77.2K2026-11-03
McNaughton Wealth Management, LLC
DECREASED32,89633,187-291-1%$1.7M$1.7M-$15.7K2026-10-09
Mission Wealth Management, LP
DECREASED32,02032,710-690-2%$1.7M$1.7M-$36.4K2026-10-15
Fortitude Family Office, LLC
DECREASED31,98832,047-590%$1.7M$1.7M-$3.7K2026-10-14
Money Concepts Capital Corp
INCREASED31,86129,149+2,712+9%$1.5M$1.6M+$139.8K2026-11-06
Alpha Advisors, LLC
DECREASED31,73131,741-100%$1.6M$1.6M-$1.2K2026-10-19
October Effect Ltd
INCREASED31,68028,281+3,399+12%$1.5M$1.6M+$175.4K2026-10-20
Selby Wealth Management, LLC
INCREASED31,66530,115+1,550+5%$1.6M$1.6M+$79.6K2026-10-16
Compound Planning, Inc.
DECREASED31,54244,157-12,615-29%$2.3M$1.6M-$653.9K2026-11-05
Defined Wealth Management, LLC
DECREASED31,29731,301-40%$1.6M$1.6M-$8412026-10-19
R. W. Roge & Company, Inc.
DECREASED31,09386,662-55,569-64%$4.5M$1.6K-$4.5M2026-11-04
Koshinski Asset Management, Inc.
DECREASED31,01931,687-668-2%$1.6M$1.6M-$35.2K2026-10-29
Iron Financial LLC
INCREASED30,41030,336+74+0%$1.6M$1.6M+$3.2K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED30,28731,315-1,028-3%$1.6M$1.6M-$1552026-10-19
Stonehearth Capital Management, LLC
UNCHANGED30,16130,16100%$1.6M$1.6M-$6042026-10-13
May Hill Capital, LLC
DECREASED30,00330,206-203-1%$1.6M$1.6M-$11.1K2026-11-03
Brown Financial Advisory
DECREASED28,75428,757-30%$1.5M$1.5M-$7302026-11-05
Outlook Wealth Advisors, LLC
DECREASED28,74232,165-3,423-11%$1.7M$1.5M-$175.5K2026-10-28
Bison Wealth, LLC
DECREASED28,66835,842-7,174-20%$1.9M$1.5M-$369.6K2026-10-13
Forthright Family Wealth Advisory LLC
DECREASED28,63930,472-1,833-6%$1.6M$1.5M-$95.5K2026-11-03
JFS Wealth Advisors, LLC
DECREASED28,51428,747-233-1%$1.5M$1.5M-$12.6K2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED28,39228,39200%$1.5M$1.5M-$5682026-10-16
Rosenberg Matthew Hamilton
DECREASED28,25928,575-316-1%$1.5M$1.5M-$16.9K2026-10-05
Orba Wealth Advisors, L.L.C.
DECREASED28,21133,178-4,967-15%$1.7M$1.5M-$257.8K2026-10-23
City State Bank
INCREASED27,53323,658+3,875+16%$1.2M$1.4M+$200.1K2026-10-20
Lodestar Private Asset Management LLC
INCREASED27,30824,571+2,737+11%$1.3M$1.4M+$141.2K2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED27,26427,26400%$1.4M$1.4M-$5452026-10-23
Diversified Enterprises, LLC
INCREASED27,16226,760+402+2%$1.4M$1.4M+$20.3K2026-10-19
Kagan Cocozza Asset Management
DECREASED27,08227,876-794-3%$1.4M$1.4M-$41.7K2026-10-19
WealthPoint Financial, LLC
DECREASED26,12729,583-3,456-12%$1.5M$1.4M-$179.5K2026-11-03
Sound Income Strategies, LLC
INCREASED26,09319,762+6,331+32%$1.0M$1.3M+$321.3K2026-10-09
Modera Wealth Management, LLC
DECREASED26,06526,389-324-1%$1.4M$1.3M-$17.3K2026-10-28
Norden Group LLC
DECREASED25,92827,244-1,316-5%$1.4M$1.3M-$68.7K2026-10-20
Aegis Wealth Management, Inc.
INCREASED25,92324,576+1,347+5%$1.3M$1.3M+$69.2K2026-10-26
G&S Capital LLC
DECREASED25,85435,671-9,817-28%$1.8M$1.3M-$508.8K2026-10-23
TD Private Client Wealth LLC
DECREASED25,79326,034-241-1%$1.3M$1.3M-$13.0K2026-10-28
Ritholtz Wealth Management
INCREASED25,71820,529+5,189+25%$1.1M$1.3M+$268.2K2026-11-05
Tradewinds Capital Management, LLC
DECREASED25,633398,992-373,359-94%$20.7M$1.3M-$19.3M2026-10-23
Topel & Distasi Wealth Management, LLC
UNCHANGED25,61225,61200%$1.3M$1.3M-$5122026-11-05
FDx Advisors, Inc.
DECREASED25,32026,999-1,679-6%$1.4M$1.3K-$1.4M2026-11-05
United Asset Strategies, Inc.
INCREASED25,28025,003+277+1%$1.3M$1.3M+$13.8K2026-10-28
Fullerton Advisors, LLC
DECREASED25,19025,625-435-2%$1.3M$1.3M-$23.0K2026-10-14
Univest Financial Corp
DECREASED25,09226,974-1,882-7%$1.4M$1.3M-$98.0K2026-11-05
United Advisor Group, LLC
INCREASED24,86423,068+1,796+8%$1.2M$1.3M+$92.5K2026-11-03
Larson Financial Group LLC
DECREASED24,84625,759-913-4%$1.3M$1.3M-$47.8K2026-11-05
Connecticut Wealth Management, LLC
INCREASED24,77511,224+13,551+121%$581.2K$1.3M+$701.2K2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED24,70023,952+748+3%$1.2M$1.3M+$38.2K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED24,67626,357-1,681-6%$1.4M$1.3M-$87.5K2026-10-19
Sound Financial Strategies Group, LLC
INCREASED24,61124,582+29+0%$1.3M$1.3M+$1.0K2026-10-30
Spire Wealth Management
DECREASED24,55227,848-3,296-12%$1.4M$1.3M-$171.2K2026-10-30
Private Trust Co NA
INCREASED24,49922,887+1,612+7%$1.2M$1.3M+$83.0K2026-10-20
Penobscot Wealth Management
DECREASED24,17324,293-1200%$1.3M$1.3M-$6.7K2026-10-21
Hassell Wealth Management, LLC
UNCHANGED23,66223,66200%$1.2M$1.2M+$11.1K2026-10-19
Legacy Edge Advisors, LLC
INCREASED23,55221,874+1,678+8%$1.1M$1.2M+$86.4K2026-11-06
Independent Wealth Network Inc.
DECREASED23,26029,970-6,710-22%$1.6M$1.2M-$348.0K2026-10-19
Range Financial Group LLC
DECREASED23,04424,051-1,007-4%$1.2M$1.2M-$52.6K2026-10-21
Sanchez Gaunt Capital Management, LLC
DECREASED22,86622,942-760%$1.2M$1.2M-$4.4K2026-11-03
Integrity Wealth Partners, LLC
NEW22,818—+22,818——$1.2M—2026-10-14
Trinity Wealth Management, LLC
INCREASED22,74121,848+893+4%$1.1M$1.2M+$45.8K2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED22,73120,423+2,308+11%$1.1M$1.2M+$119.1K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED22,69319,766+2,927+15%$1.0M$1.2M+$151.1K2026-10-28
Portland Financial Advisors Inc
DECREASED22,63623,507-871-4%$1.2M$1.2M-$45.6K2026-10-26
Collaborative Wealth Managment Inc.
DECREASED22,61522,790-175-1%$1.2M$1.2M-$9.5K2026-11-06
Level Wealth Management LLC
INCREASED22,43921,016+1,423+7%$1.1M$1.2M+$73.2K2026-10-23
Apeiron RIA LLC
INCREASED22,39822,092+306+1%$1.1M$1.2M+$9.6K2026-10-08
XY Planning Network, Inc.
DECREASED22,31222,882-570-2%$1.2M$1.2M-$30.0K2026-10-14
Pacifica Partners Inc.
INCREASED22,31021,435+875+4%$1.1M$1.1M+$53.2K2026-10-09
Tennessee Valley Asset Management Partners
INCREASED21,54716,454+5,093+31%$852.0K$1.1M+$263.3K2026-11-03
Upper Left Wealth Management, LLC
DECREASED21,54021,939-399-2%$1.1M$1.1M-$21.1K2026-10-14
Wedmont Private Capital
DECREASED21,37527,747-6,372-23%$1.4M$1.1M-$340.6K2026-10-09
Aire Advisors, LLC
DECREASED20,87620,886-100%$1.1M$1.1M-$9362026-10-22
Lido Advisors, LLC
INCREASED20,80719,614+1,193+6%$1.0M$1.1M+$61.4K2026-11-04
Towerpoint Wealth, LLC
DECREASED20,48720,542-550%$1.1M$1.1M-$3.3K2026-10-13
RCW Management, LLC
INCREASED20,16119,761+400+2%$1.0M$1.0M+$20.3K2026-10-30
Foronjy Financial LLC
NEW19,605—+19,605——$1.0M—2026-10-14
Triumph Capital Management
DECREASED19,48721,678-2,191-10%$1.1M$1.0M-$113.8K2026-10-14
Sharkey, Howes & Javer
DECREASED19,41127,175-7,764-29%$1.4M$1.0M-$402.4K2026-10-22
Sentinel Advisory Group, LLC
DECREASED19,31519,447-132-1%$1.0M$999.7K-$7.2K2026-10-20
National Wealth Management Group, LLC
INCREASED18,90218,111+791+4%$937.8K$978.3K+$40.6K2026-10-26
Sunburst Financial Group, LLC
DECREASED18,86519,015-150-1%$984.6K$976.5K-$8.1K2026-10-09
Verus Capital Partners, LLC
INCREASED18,84618,087+759+4%$936.6K$975.5K+$38.9K2026-11-03
Certified Advisory Corp
DECREASED18,83120,910-2,079-10%$1.1M$974.7K-$108.1K2026-10-29
JIM Saulnier & Associates, LLC
DECREASED18,76122,079-3,318-15%$1.1M$971.1K-$172.1K2026-11-04
Valued Wealth Advisors LLC
INCREASED18,72216,436+2,286+14%$851.0K$969.0K+$118.0K2026-11-05
Sigma Planning Corp
DECREASED18,57231,197-12,625-40%$1.6M$958.4K-$657.0K2026-10-23
Redwood Financial Network Corp
DECREASED18,48319,564-1,081-6%$1.0M$956.7K-$56.3K2026-11-03
Hibernia Wealth Partners, LLC
DECREASED18,22619,172-946-5%$992.7K$943.4K-$49.3K2026-10-29
Orin Green Financial, LLC
DECREASED18,08518,497-412-2%$957.8K$936.1K-$21.7K2026-10-19
MBA Advisors LLC
DECREASED18,02618,165-139-1%$940.6K$933.0K-$7.6K2026-10-29
Ocean Park Asset Management, LLC
UNCHANGED17,98217,98200%$931.1K$930.7K-$3602026-10-21
USAdvisors Wealth Management, LLC
INCREASED17,93517,656+279+2%$914.0K$928-$913.1K2026-10-21
Apollon Wealth Management, LLC
INCREASED17,87816,986+892+5%$879.6K$925.4K+$45.8K2026-10-23
Rede Wealth, LLC
DECREASED17,84718,262-415-2%$945.6K$923.8K-$21.8K2026-10-22
Exchange Traded Concepts, LLC
UNCHANGED17,67217,67200%$915.1K$914.7K-$3532026-10-28
Curtis Advisory Group, LLC
INCREASED17,62716,951+676+4%$877.7K$912.4K+$34.7K2026-10-28
Waller Financial Planning Group, Inc
INCREASED17,48517,318+167+1%$896.7K$905.0K+$8.3K2026-10-07
Private Wealth Group, LLC
INCREASED17,28115,775+1,506+10%$816.8K$894.5K+$77.6K2026-10-19
Net Worth Advisory Group
INCREASED17,26516,257+1,008+6%$841.8K$889.2K+$47.4K2026-10-20
Family Investment Center, Inc.
DECREASED17,11717,243-126-1%$892.9K$886.0K-$6.9K2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED17,02813,761+3,267+24%$712.5K$881.4K+$168.8K2026-11-05
Autumn Glory Partners, LLC
UNCHANGED16,94516,94500%$877.4K$877.1K-$3392026-10-26
Hughes Financial Services, LLC
DECREASED16,79316,991-198-1%$879.8K$829.9K-$49.9K2026-10-30
Split Rock Private Trading & Wealth Management, LLC
DECREASED16,70116,719-180%$865.7K$864.4K-$1.3K2026-10-15
Carnegie Investment Counsel
INCREASED16,65616,522+134+1%$855.5K$862.1K+$6.6K2026-10-20
Beacon Financial Group
DECREASED16,48516,767-282-2%$868.2K$853.3K-$14.9K2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED16,45916,45900%$852.2K$852.2K$02026-11-03
Inman Jager Wealth Management, LLC
DECREASED16,43516,565-130-1%$857.7K$850.7K-$7.1K2026-11-05
DWM Financial Group, Inc.
NEW16,395—+16,395——$848.6K—2026-10-28
ARQ Wealth Advisors, LLC
DECREASED15,87618,182-2,306-13%$929.3K$821.8K-$107.5K2026-10-29
Powers Advisory Group, LLC
INCREASED15,62413,374+2,250+17%$692.5K$808.7K+$116.2K2026-10-14
Jefferson Bridge Capital, LLC
INCREASED15,51115,439+72+0%$799.4K$802.8K+$3.4K2026-11-06
Morling Financial Advisors, LLC
INCREASED15,43914,768+671+5%$764.7K$799.1K+$34.4K2026-10-28
Absolute Capital Management, LLC
DECREASED15,40216,375-973-6%$847.9K$797.2K-$50.7K2026-10-16
US Bancorp \de\
INCREASED15,1709,059+6,111+67%$469.1K$785.2K+$316.1K2026-11-05
River Street Advisors LLC
INCREASED15,01414,651+363+2%$758.6K$777.1K+$18.5K2026-10-22
Balboa Wealth Partners
DECREASED14,90517,266-2,361-14%$894.0K$771.5K-$122.6K2026-10-20
Breachway Investments LLC
INCREASED14,80113,803+998+7%$714.7K$766.1K+$51.4K2026-10-19
Victory Financial Group, LLC
DECREASED14,755264,863-250,108-94%$13.7M$763.7K-$13.0M2026-10-27
Northwest Wealth Management, LLC
DECREASED14,57714,680-103-1%$760.1K$754.5K-$5.6K2026-10-30
Black Diamond Financial, LLC
UNCHANGED14,50914,50900%$751.3K$751.0K-$2892026-10-26
CoreCap Advisors, LLC
INCREASED14,32614,186+140+1%$734.5K$741.6K+$7.0K2026-10-08
Clearview Wealth Management LLC
DECREASED13,78313,840-570%$716.6K$718.8K+$2.1K2026-10-16
Watershed Private Wealth LLC
INCREASED13,75512,696+1,059+8%$657.4K$712.0K+$54.6K2026-10-30
K2 Financial Inc.
INCREASED13,70812,982+726+6%$675.1K$714.5K+$39.4K2026-10-26
Bensler, LLC
DECREASED13,62713,671-440%$707.9K$705.3K-$2.6K2026-11-05
Apollon Financial, LLC
INCREASED13,59513,299+296+2%$688.6K$703.7K+$15.1K2026-10-23
Vericrest Private Wealth
UNCHANGED13,42613,42600%$695.2K$694.9K-$2692026-10-21
Dynamic Financial Group
INCREASED13,33712,752+585+5%$660.3K$690.3K+$30.0K2026-10-28
Stanich Group LLC
INCREASED13,28012,987+293+2%$672.4K$687.3K+$14.9K2026-10-16
Symphony Financial, Ltd. Co.
INCREASED13,12213,106+16+0%$673.9K$680.1K+$6.3K2026-10-22
Old Second National Bank of Aurora
DECREASED12,99815,334-2,336-15%$794.0K$672.8K-$121.2K2026-10-22
Macroview Investment Management LLC
INCREASED12,84512,645+200+2%$654.7K$664.8K+$10.1K2026-10-26
Patriot Investment Management Group, Inc.
INCREASED12,83212,485+347+3%$646.5K$664.2K+$17.7K2026-10-15
Plan A Wealth LLC
DECREASED12,80514,449-1,644-11%$748.2K$662.8K-$85.3K2026-10-08
Winnacle Wealth LLC
DECREASED12,41917,126-4,707-27%$886.8K$642.8K-$244.0K2026-10-15
Gilman Hill Asset Management, LLC
UNCHANGED12,25012,25000%$634.3K$634.1K-$2452026-10-13
Nations Financial Group Inc,
INCREASED12,19612,060+136+1%$624.5K$631.3K+$6.8K2026-11-05
TFB Advisors LLC
INCREASED12,00110,186+1,815+18%$527.4K$621.1K+$93.7K2026-11-02
Rainier Family Wealth Inc
DECREASED11,95915,896-3,937-25%$823.1K$619.0K-$204.1K2026-11-02
Post Resch Tallon Group Inc.
DECREASED11,90112,136-235-2%$628.4K$616.0K-$12.4K2026-10-09
Kraft, Davis & Associates, LLC
DECREASED11,74212,406-664-5%$634.2K$595.7K-$38.5K2026-10-21
SeaBridge Investment Advisors LLC
NEW11,662—+11,662——$603.6K—2026-11-02
Warner Financial, Inc
UNCHANGED11,54411,54400%$597.7K$597.5K-$2312026-11-06
TKG Advisors, LLC
DECREASED11,52616,477-4,951-30%$853.2K$596.6K-$256.6K2026-11-02
4Wealth Advisors, Inc.
INCREASED11,45610,455+1,001+10%$536.6K$595.7K+$59.2K2026-10-13
MGO One Seven LLC
INCREASED11,20110,559+642+6%$546.7K$579.8K+$33.0K2026-10-28
Idaho Trust Co
DECREASED11,12214,360-3,238-23%$743.4K$575.6K-$167.8K2026-11-04
Clark Asset Management, LLC
NEW10,997—+10,997——$569.2K—2026-10-19
Advisory Resource Group
INCREASED10,95010,790+160+1%$558.7K$566.8K+$8.1K2026-10-26
NBT Bank, N.A.
DECREASED10,84710,931-84-1%$566.0K$561.4K-$4.6K2026-10-21
Trek Financial, LLC
INCREASED10,7849,483+1,301+14%$491.0K$558.2K+$67.2K2026-10-29
Foundation Wealth Management, Llc\pa
DECREASED10,78111,835-1,054-9%$612.8K$558.0K-$54.8K2026-10-14
Mather Group, Llc.
DECREASED10,75111,316-565-5%$585.9K$556.5K-$29.5K2026-10-14
WealthPlan Investment Management, LLC
INCREASED10,62110,401+220+2%$538.6K$549.8K+$11.2K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED10,49710,995-498-5%$569.3K$543.3K-$26.0K2026-11-06
Sentinel Pension Advisors, LLC
DECREASED10,470270,378-259,908-96%$13.6M$542.0K-$13.0M2026-11-02
Rossby Financial, LCC
INCREASED10,3535,980+4,373+73%$309.6K$535.9K+$226.2K2026-11-05
Wiregrass Investment Management LLC
INCREASED10,18010,165+15+0%$526.4K$526.9K+$5722026-11-05
Schwallier Wealth Management LLC
DECREASED10,16212,141-1,979-16%$628.7K$526.0K-$102.7K2026-11-05
Cooksen Wealth, LLC
INCREASED10,14710,042+105+1%$520.0K$529.8K+$9.8K2026-10-13
Chicago Partners Investment Group LLC
INCREASED9,9159,412+503+5%$475.1K$492.5K+$17.4K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED9,9009,90000%$512.6K$512.4K-$1982026-10-26
Landmark Wealth Management, LLC
INCREASED9,7659,678+87+1%$501.1K$505.4K+$4.3K2026-11-03
SkyOak Wealth, LLC
INCREASED9,7249,552+172+2%$494.6K$503.3K+$8.7K2026-10-28
Spinnaker Investment Group, LLC
INCREASED9,6489,294+354+4%$481.2K$499.3K+$18.1K2026-10-13
TSA Wealth Managment LLC
UNCHANGED9,6489,64800%$499.6K$499.4K-$1932026-10-22
Convergence Financial, LLC
DECREASED9,58419,312-9,728-50%$1,000.0K$496.1K-$503.9K2026-10-27
Life Planning Partners, Inc
DECREASED9,57311,466-1,893-17%$593.7K$495.5K-$98.2K2026-10-28
One Wealth Capital Management, LLC
DECREASED9,56012,010-2,450-20%$621.9K$494.8K-$127.1K2026-10-23
PKS Advisory Services, LLC
UNCHANGED9,5379,53700%$493.8K$493.8K$02026-10-26
Claro Advisors Inc.
DECREASED9,4439,631-188-2%$498.7K$488.8K-$9.9K2026-11-02
Virtue Capital Management, LLC
INCREASED9,3866,672+2,714+41%$345.5K$485.8K+$140.3K2026-10-29
TSG Advice Partners, LLC
NEW9,356—+9,356——$484.5K—2026-10-29
Csenge Advisory Group
DECREASED9,3329,660-328-3%$500.2K$483.0K-$17.2K2026-11-04
Alliance Wealth Advisors, LLC
DECREASED9,2729,736-464-5%$504.1K$479.9K-$24.2K2026-10-28
First Heartland Consultants, Inc.
DECREASED9,0769,417-341-4%$487.6K$469.8K-$17.8K2026-10-08
HUB Investment Partners, LLC
INCREASED9,0637,118+1,945+27%$368.6K$469.1K+$100.5K2026-11-03
Keener Financial Planning LLC
INCREASED9,0458,832+213+2%$457.0K$468.2K+$11.2K2026-11-06
Kesler, Norman & Wride, LLC
INCREASED9,0328,676+356+4%$449.3K$467.5K+$18.2K2026-11-06
Greystone Financial Group, LLC
DECREASED9,0309,059-290%$469.1K$467.4K-$1.7K2026-10-26
Carroll Advisory Group, LLC
INCREASED9,0008,994+6+0%$465.7K$465.9K+$1302026-10-16
ACT Advisors, Llc.
DECREASED8,8739,476-603-6%$490.7K$459.3K-$31.4K2026-10-15
Insight Advisors, LLC/ PA
INCREASED8,8598,807+52+1%$456.0K$458.5K+$2.5K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW8,660—+8,660——$448.2K—2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED8,5048,50400%$440.3K$438.2K-$2.1K2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED8,4598,45900%$438.0K$437.8K-$1702026-10-27
Trust Co
INCREASED8,3946,238+2,156+35%$323.0K$434.5K+$111.5K2026-10-09
E6 Portfolios, LLC
INCREASED8,3498,014+335+4%$415.0K$432.1K+$17.2K2026-10-26
Redmond Asset Management, LLC
DECREASED8,3248,498-174-2%$440.0K$430.9K-$9.2K2026-10-27
Forbes Financial Planning, Inc.
DECREASED8,3139,126-813-9%$472.5K$430.3K-$42.3K2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED8,2838,455-172-2%$437.8K$428.8K-$9.1K2026-10-29
Cyndeo Wealth Partners, LLC
UNCHANGED8,1958,19500%$424.3K$424.2K-$1642026-10-16
Gateway Investment Advisers LLC
NEW8,185—+8,185——$423.7K—2026-10-13
Evolution Wealth Management Inc.
DECREASED8,17810,068-1,890-19%$521.3K$423.3K-$98.0K2026-10-28
Marino, Stram & Associates LLC
DECREASED8,1769,146-970-11%$473.6K$423.2K-$50.4K2026-10-22
Brighton Jones LLC
INCREASED8,1407,874+266+3%$407.7K$421.3K+$13.6K2026-11-03
Buck Wealth Strategies, LLC
DECREASED8,1348,342-208-2%$431.9K$421.0K-$10.9K2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED8,1027,695+407+5%$397.8K$417.5K+$19.8K2026-10-13
Firestone Capital Management
UNCHANGED8,0038,00300%$414.4K$414.2K-$1602026-11-03
E&G Advisors, LLC
DECREASED7,9938,004-110%$414.4K$413.7K-$7302026-10-13
Sterling Wealth Management, Inc.
UNCHANGED7,9047,90400%$409.3K$409.1K-$1582026-10-23
Lantz Financial LLC
UNCHANGED7,8917,89100%$408.6K$408.4K-$1582026-10-15
Baker Tilly Wealth Management, LLC
INCREASED7,6997,568+131+2%$391.9K$398.5K+$6.6K2026-10-05
Kelly Financial Services LLC
DECREASED7,6699,040-1,371-15%$468.1K$397.0K-$71.2K2026-10-20
Formidable Asset Management, LLC
DECREASED7,6089,523-1,915-20%$446.7K$393.9K-$52.8K2026-11-03
Destiny Capital Corp
UNCHANGED7,4457,44500%$385.5K$385.4K-$1492026-11-03
Clear Retirement Advice LLC
UNCHANGED7,4127,41200%$383.8K$383.6K-$1482026-10-22
PFG Advisors
DECREASED7,4108,408-998-12%$435.4K$383.5K-$51.8K2026-10-16
Fortitude Financial, LLC
DECREASED7,2877,614-327-4%$394.3K$377.2K-$17.1K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED7,2547,269-150%$376.4K$375.5K-$9222026-10-16
R2 Capital Strategies, LLC
DECREASED7,2387,275-37-1%$376.7K$374.6K-$2.1K2026-10-15
Gerald Baker Financial Group LLC
UNCHANGED7,2037,20300%$373.0K$372.8K-$1442026-10-09
Burney Co/
UNCHANGED7,2037,20300%$373.0K$372.8K-$1442026-10-15
Prospera Financial Services Inc
INCREASED6,9924,522+2,470+55%$234.1K$338.9K+$104.7K2026-11-04
Accurate Wealth Management, LLC
DECREASED6,9757,106-131-2%$368.3K$363.7K-$4.6K2026-10-20
Wilkerson Advisory Group LLC
INCREASED6,9756,949+26+0%$359.9K$361.0K+$1.2K2026-10-20
Cabot Wealth Management Inc
UNCHANGED6,9386,93800%$359.3K$359.1K-$1392026-11-05
Balentine LLC
DECREASED6,9247,111-187-3%$368.2K$358.4K-$9.8K2026-11-03
Gainline Financial Partners, LLC
INCREASED6,7576,577+180+3%$340.5K$349.7K+$9.2K2026-10-15
Meridian Wealth Management, LLC
INCREASED6,7545,821+933+16%$301.4K$349.6K+$48.2K2026-11-05
Sima Wealth Partners, LLC
UNCHANGED6,7526,75200%$349.6K$349.5K-$1352026-10-19
KPP Advisory Services LLC
INCREASED6,7306,560+170+3%$339.7K$348.4K+$8.7K2026-10-26
Castleview Partners, LLC
DECREASED6,6946,971-277-4%$361.0K$346.5K-$14.5K2026-10-09
Sagespring Wealth Partners, LLC
DECREASED6,6516,791-140-2%$351.6K$344.3K-$7.4K2026-10-22
Professional Financial Advisors, LLC
DECREASED6,6007,145-545-8%$370.0K$341.6K-$28.4K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED6,5684,568+2,000+44%$236.5K$340.0K+$103.4K2026-10-13
Prosperity Financial Group, Inc.
INCREASED6,5305,968+562+9%$309.0K$338.0K+$29.0K2026-10-29
Wealth Preservation Advisors, LLC
NEW6,513—+6,513——$337.1K—2026-11-05
Fell Capital Management
DECREASED6,5036,548-45-1%$339.1K$336.6K-$2.5K2026-10-09
Narus Financial Partners, LLC
DECREASED6,5036,519-160%$337.6K$336.6K-$9582026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,4507,065-615-9%$365.8K$333.9K-$32.0K2026-10-13
D.A. Davidson & Co.
INCREASED6,4485,272+1,176+22%$273.0K$333.7K+$60.8K2026-10-28
Client 1ST Advisory Group, LLC
DECREASED6,3156,554-239-4%$339.4K$326.9K-$12.5K2026-10-19
High Net Worth Advisory Group LLC
DECREASED6,2846,395-111-2%$331.2K$325.3K-$5.9K2026-10-26
Donalies Financial Planning, LLC
UNCHANGED6,2216,22100%$322.1K$322.0K-$1242026-10-19
Sovran Advisors, LLC
DECREASED6,2076,567-360-5%$328.9K$306.8K-$22.1K2026-11-02
Gilpin Wealth Management, LLC
DECREASED6,1206,320-200-3%$327.3K$316.8K-$10.5K2026-10-09
Thrive Wealth Management, LLC
UNCHANGED6,1196,11900%$316.8K$316.7K-$1222026-10-13
Aspect Partners, LLC
UNCHANGED6,0746,07400%$314.5K$314.4K-$1222026-10-20
Fourpath Capital Management, LLC
UNCHANGED6,0686,06800%$314.2K$314.1K-$1212026-10-19
EverSource Wealth Advisors, LLC
DECREASED6,0347,979-1,945-24%$413.2K$312.3K-$100.8K2026-11-04
RCS Financial Planning, LLC
DECREASED5,9818,497-2,516-30%$440.0K$309.6K-$130.4K2026-10-14
Focus Financial Network, Inc.
DECREASED5,9456,869-924-13%$355.7K$307.7K-$48.0K2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED5,9336,048-115-2%$313.2K$307.1K-$6.1K2026-10-30
Triad Wealth Partners, LLC
DECREASED5,9326,336-404-6%$324.0K$307.1K-$16.9K2026-10-26
Spartan Planning & Wealth Management
DECREASED5,90227,024-21,122-78%$1.4M$305.5K-$1.1M2026-10-13
Financial Guidance Group, Inc.
DECREASED5,8886,688-800-12%$346.3K$304.8K-$41.5K2026-10-21
Wealth Advisors Northwest LLC
DECREASED5,8615,945-84-1%$307.9K$303.4K-$4.5K2026-10-29
Weitzel Financial Services, Inc.
DECREASED5,7938,186-2,393-29%$417.9K$299.9K-$118.0K2026-10-16
APS Management Group, Inc.
DECREASED5,7926,036-244-4%$312.5K$299.8K-$12.8K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,7895,757+32+1%$298.1K$299.6K+$1.5K2026-10-27
Vestia Personal Wealth Advisors
DECREASED5,7375,825-88-2%$301.6K$296.9K-$4.7K2026-10-20
J2 Capital Management Inc
INCREASED5,7365,685+51+1%$294.4K$296.9K+$2.5K2026-10-19
IFG Advisors, LLC
INCREASED5,7205,701+19+0%$295.2K$296.1K+$8802026-10-15
Graetz Wealth LLC
DECREASED5,6566,204-548-9%$321.3K$292.7K-$28.5K2026-10-27
Abound Wealth Management
INCREASED5,5695,060+509+10%$262.0K$288.3K+$26.3K2026-10-26
Cogent Private Wealth, Inc.
UNCHANGED5,5115,51100%$285.4K$285.2K-$1112026-11-06
Venture Visionary Partners LLC
INCREASED5,4995,390+109+2%$279.1K$284.6K+$5.5K2026-10-07
Lutz Financial Services LLC
UNCHANGED5,3715,37100%$278.1K$278.0K-$1072026-11-06
Fragasso Financial Advisors Inc
DECREASED5,3415,492-151-3%$284.4K$278.8K-$5.5K2026-10-13
Capital CS Group, LLC
INCREASED5,2524,862+390+8%$251.8K$271.8K+$20.1K2026-10-29
Carrera Capital Advisors
DECREASED5,1658,345-3,180-38%$432.1K$267.3K-$164.8K2026-11-03
SAX Wealth Advisors, LLC
DECREASED5,1605,661-501-9%$265.6K$267.1K+$1.5K2026-10-13
Western Reserve Capital Management, LLC
UNCHANGED5,1495,14900%$266.6K$266.5K-$1032026-10-14
FC Advisory LLC
INCREASED5,0395,021+18+0%$260.0K$260.8K+$8312026-10-05
JGP Wealth Management, LLC
UNCHANGED4,9924,99200%$258.5K$258.4K-$1002026-10-13
Keybank National Association
INCREASED4,9594,885+74+2%$252.9K$256.7K+$3.7K2026-11-04
Evergreen Capital Management LLC
UNCHANGED4,8724,87200%$252.3K$252.2K-$982026-10-23
CWA Asset Management Group, LLC
NEW4,869—+4,869——$252.0K—2026-10-19
Stonebridge Financial Group, LLC
DECREASED4,8204,854-34-1%$251.3K$249.5K-$1.9K2026-10-01
OFS Enterprise LLC
UNCHANGED4,8094,80900%$249.0K$248.9K-$962026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED4,7334,73300%$245.1K$245.0K-$952026-11-06
Tsfg, LLC
INCREASED4,6704,277+393+9%$221.0K$242-$220.8K2026-10-23
Ariadne Wealth Management, LP
UNCHANGED4,6534,65300%$240.9K$240.8K-$932026-11-06
Golden State Wealth Management, LLC
DECREASED4,6415,015-374-7%$259.7K$240.3K-$19.5K2026-11-02
MSH Capital Advisors LLC
UNCHANGED4,5834,58300%$237.3K$237.2K-$922026-11-03
True North Advisors, LLC
DECREASED4,5815,388-807-15%$279.0K$237.1K-$41.9K2026-10-22
Security Financial Services, Inc.
DECREASED4,5484,617-69-1%$239.1K$235.4K-$3.7K2026-10-29
Whalen Wealth Management Inc.
INCREASED4,4954,400+95+2%$227.8K$232.7K+$4.8K2026-10-08
Naples Global Advisors, LLC
DECREASED4,4654,468-30%$231.4K$231.1K-$2452026-11-05
Iams Wealth Management, LLC
DECREASED4,4534,787-334-7%$247.9K$230.5K-$17.4K2026-10-15
Fisher Asset Management, LLC
DECREASED4,3844,572-188-4%$236.8K$226.9K-$9.8K2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED4,311153,497-149,186-97%$7.9M$223.1K-$7.7M2026-10-27
XML Financial, LLC
NEW4,230—+4,230——$218.9K—2026-10-29
Bahl & Gaynor LLC
DECREASED4,1758,512-4,337-51%$440.8K$216.1K-$224.7K2026-11-05
Strategic Advisory Partners, LLC
UNCHANGED4,0824,08200%$211.4K$211.3K-$822026-11-06
Falcon Wealth Planning
UNCHANGED4,0804,08000%$211.3K$211.2K-$812026-11-06
Chris Bulman Inc
DECREASED3,9473,952-50%$204.6K$204.3K-$3382026-10-20
BCK Partners, Inc.
DECREASED3,9323,940-80%$204.0K$203.5K-$4932026-10-23
Russell Investments Group, Ltd.
INCREASED3,5881,205+2,383+198%$62.4K$185.7K+$123.3K2026-11-06
Root Financial Partners, LLC
NEW3,049—+3,049——$157.8K—2026-10-21
Markowski Investments
UNCHANGED2,7802,78000%$143.9K$143.9K-$552026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED2,3972,39700%$124.1K$124.1K-$482026-10-30
Brown, Lisle Ings, Inc.
INCREASED2,2822,205+77+3%$114.2K$118.1K+$3.9K2026-10-16
SBI Securities Co., Ltd.
DECREASED2,1952,196-10%$113.7K$113.6K-$962026-10-22
Balance Wealth Partners LLC
NEW2,132—+2,132——$110.4K—2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED2,1242,12400%$110.0K$105.5K-$4.5K2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED2,0902,09000%$108.2K$108.2K-$422026-10-22
Evermay Wealth Management LLC
UNCHANGED1,9831,98300%$102.7K$102.6K-$392026-11-05
Gamma Investing LLC
DECREASED1,9812,436-455-19%$126.1K$102.5K-$23.6K2026-10-08
Portfolio Resources Advisor Group, Inc.
NEW1,969—+1,969——$101.9K—2026-10-20
Quadrant Capital Group LLC
INCREASED1,8801,696+184+11%$87.8K$98.0K+$10.2K2026-10-20
UMB Bank, n.a.
UNCHANGED1,8421,84200%$95.4K$95.3K-$372026-11-06
Downshift Financial, LLC
UNCHANGED1,8141,81400%$93.9K$93.9K-$362026-10-13
Central Trust Co
INCREASED1,744468+1,276+273%$24.2K$90.3K+$66.0K2026-11-05
Laurel Wealth Advisors LLC
NEW1,733—+1,733——$89.7K—2026-10-27
Clearstead Trust, LLC
INCREASED1,7021,600+102+6%$82.8K$88.1K+$5.2K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED1,6892,838-1,149-40%$146.9K$87.4K-$59.5K2026-11-03
Archer Investment Corp
UNCHANGED1,6441,64400%$85.1K$85.1K-$332026-11-05
Creative Capital Management Investments LLC
UNCHANGED1,6221,62200%$84.0K$84.0K-$322026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED1,6081,60800%$83.3K$83.2K-$322026-10-26
Planning Strategies Inc.
DECREASED1,5001,580-80-5%$81.8K$77.6K-$4.2K2026-10-02
Covestor Ltd
INCREASED1,4601,455+5+0%$75.0K$76-$74.9K2026-10-30
Valley National Advisers Inc
UNCHANGED1,3071,30700%$67.7K$67.7K-$262026-10-23
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,2801,28000%$66.3K$66.3K-$262026-10-16
Addison Advisors LLC
UNCHANGED1,1451,14500%$59.3K$59.3K-$232026-11-06
Latitude Advisors, LLC
NEW1,137—+1,137——$58.8K—2026-10-27
Bell Investment Advisors, Inc
NEW1,103—+1,103——$57.1K—2026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,0911,09100%$56.5K$56.5K-$212026-10-07
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,0001,00000%$51.8K$51.8K-$202026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED94394300%$48.8K$48.8K-$192026-10-15
Sunrise Financial Services, LLC
UNCHANGED93293200%$48.3K$48.2K-$192026-10-21
Blue Trust, Inc.
INCREASED862771+91+12%$39.9K$44.6K+$4.7K2026-10-15
Signaturefd, LLC
UNCHANGED86286200%$44.6K$44.6K-$182026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED752606+146+24%$31.4K$38.9K+$7.5K2026-11-02
Key Capital Management, Inc
DECREASED736768-32-4%$39.8K$38.1K-$1.7K2026-11-03
Cape Investment Advisory, Inc.
DECREASED705729-24-3%$37.7K$36.5K-$1.3K2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED69269200%$35.8K$35.8K-$142026-10-20
Independence Bank of Kentucky
NEW678—+678——$35.1K—2026-10-26
Legacy Bridge, LLC
UNCHANGED67167100%$34.7K$34.7K-$142026-10-28
First Horizon Corp
UNCHANGED62662600%$32.4K$32.4K-$122026-10-26
Ascentis Wealth Management, LLC
UNCHANGED62062000%$32.1K$32.1K-$112026-11-03
Align Financial, LLC
NEW617—+617——$31.9K—2026-10-16
Beacon Financial Strategies Corp
NEW611—+611——$31.6K—2026-10-14
Essential Partners LLC
UNCHANGED60860800%$31.5K$31.5K-$122026-10-14
Silver Grove Financial Group, Inc.
INCREASED58957+532+933%$2.9K$30.5K+$27.5K2026-11-05
Ascentis Independent Advisors
NEW581—+581——$30.3K—2026-11-03
IMG Wealth Management, Inc.
UNCHANGED56156100%$29.0K$29.0K-$122026-10-27
First Command Advisory Services, Inc.
UNCHANGED55655600%$28.8K$28.8K-$112026-11-05
Reap Financial Group, LLC
UNCHANGED54454400%$28.2K$28.2K-$102026-11-02
Rakuten Securities, Inc.
DECREASED5383,285-2,747-84%$170.1K$27.8K-$142.3K2026-11-02
Zions Bancorporation, National Association
UNCHANGED53353300%$27.6K$27.6K-$112026-11-06
Tompkins Financial Corp
UNCHANGED46946900%$24.3K$24.3K-$102026-10-05
Investment Research & Advisory Group, Inc.
UNCHANGED45745700%$23.6K$23.6K-$92026-10-19
Maseco LLP
DECREASED421433-12-3%$22.4K$21.8K-$6252026-10-27
Sage Mountain Advisors LLC
UNCHANGED37037000%$19.2K$19.2K-$82026-11-02
Highline Wealth Partners LLC
UNCHANGED35535500%$18.4K$18.4K-$72026-10-19
Kingdom Financial Group Llc.
DECREASED341645-304-47%$33.4K$17.7K-$15.8K2026-11-04
Ares Financial Consulting, LLC
UNCHANGED33433400%$17.3K$17.3K-$72026-10-19
Essential Investment Partners LLC
UNCHANGED32132100%$16.6K$16.6K-$62026-10-27
Washington Trust Advisors, Inc.
DECREASED315506-191-38%$26.2K$16.3K-$9.9K2026-10-22
Simplex Trading, LLC
INCREASED314208+106+51%$10.8K$16.3K+$5.5K2026-11-04
Blueline Advisors LLC
DECREASED310324-14-4%$16.8K$16.0K-$7452026-10-15
Tower Trust & Investment Co
UNCHANGED30030000%$15.5K$15.5K-$62026-10-28
Compass Financial Management LLC
UNCHANGED29029000%$15.0K$15.0K-$62026-10-30
WPG Advisers, LLC
UNCHANGED28928900%$15.0K$15.0K-$52026-10-27
Phillips Financial Management, LLC
DECREASED273298-25-8%$15.4K$14.1K-$1.3K2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED25025000%$12.9K$12.9K-$52026-10-09
Davis Capital Management
UNCHANGED23923900%$12.4K$12.4K-$42026-10-08
Miller Global Investments, LLC
UNCHANGED21521500%$11.1K$11.1K-$52026-10-02
Capital Investment Advisory Services, LLC
DECREASED211212-10%$11.0K$10.9K-$312026-10-30
Chilton Capital Management LLC
DECREASED197232-35-15%$12.0K$10.2K-$1.8K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED19619600%$10.1K$10.1K-$42026-10-30
Fortis Group Advisors, LLC
UNCHANGED19519500%$10.1K$10.1K-$42026-11-06
New England Capital Financial Advisors LLC
NEW163—+163——$8.4K—2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED16016000%$8.3K$8.3K-$32026-10-13
Concord Wealth Partners
UNCHANGED14814800%$7.7K$7.7K-$32026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED14014000%$7.3K$7.2K-$32026-10-20
High Point Wealth Management, LLC
NEW131—+131——$6.8K—2026-11-05
Mainstream Capital Management LLC
NEW130—+130——$6.7K—2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED12712700%$6.6K$6.6K-$22026-10-16
Princeton Global Asset Management LLC
UNCHANGED12212200%$6.3K$6.3K-$22026-10-21
Blue Bell Private Wealth Management, LLC
NEW115—+115——$6.0K—2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED11411400%$5.9K$5.9K-$22026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED10610600%$5.5K$5.5K-$32026-10-27
Elevated Capital Advisors, LLC
UNCHANGED10410400%$5.4K$5.4K-$22026-11-04
RMG Wealth Management LLC
UNCHANGED777700%$4.0K$3.8K-$2122026-10-26
Noble Wealth Management PBC
UNCHANGED707000%$3.6K$3.6K-$22026-10-01
Hazlett, Burt & Watson, Inc.
UNCHANGED606000%$3$3$02026-11-04
Bfsg, LLC
UNCHANGED595900%$3.1K$3.1K-$22026-10-30
Tounjian Advisory Partners, LLC
UNCHANGED575700%$3.0K$3.0K-$12026-11-04
Networth Advisors, LLC
DECREASED4853-5-9%$2.7K$2.5K-$2602026-11-03
Eastern Bank
UNCHANGED484800%$2.5K$2.5K-$12026-10-05
Southern Michigan Bank & Trust
NEW46—+46——$2.4K—2026-10-19
Wilmington Savings Fund Society, FSB
UNCHANGED434300%$2.2K$2.2K-$12026-10-23
MTM Investment Management, LLC
UNCHANGED424200%$2.2K$2.2K-$12026-10-30
Your Advocates Ltd., LLP
DECREASED26576-550-95%$29.8K$1.3K-$28.5K2026-11-03
RHL Group, LLC
UNCHANGED151500%$780$784+$42026-11-04
Spurstone Advisory Services, LLC
UNCHANGED111100%$564$567+$32026-11-02
Strategic Advocates LLC
DECREASED916-7-44%$828$466-$3622026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED8800%$414$414$02026-11-02
DecisionPoint Financial, LLC
UNCHANGED3300%$154$155+$12026-10-27
Activest Wealth Management
UNCHANGED2200%$105$105$02026-10-15
Hofer & Associates. Inc
CLOSED040,389-40,389-100%$2.1M$0-$2.1M2026-10-13
Wlth Capital Management, LLC
CLOSED024,334-24,334-100%$1.3M$0-$1.3M2026-10-20
Sheets Smith Wealth Management
CLOSED022,048-22,048-100%$1.1M$0-$1.1M2026-10-16
World Equity Group, Inc.
CLOSED013,785-13,785-100%$713.8K$0-$713.8K2026-10-14
Cornerstone Advisors Asset Management, LLC
CLOSED06,628-6,628-100%$343.2K$0-$343.2K2026-11-06
Eddie Patel Inc
CLOSED05,876-5,876-100%$304.3K$0-$304.3K2026-11-02
StoneX Group Inc.
CLOSED05,309-5,309-100%$274.9K$0-$274.9K2026-11-03
Mitchell Capital Management Co
CLOSED05,195-5,195-100%$269.0K$0-$269.0K2026-10-29
Elm3 Financial Group, LLC
CLOSED04,363-4,363-100%$225.9K$0-$225.9K2026-10-07
Strategic Blueprint, LLC
CLOSED03,945-3,945-100%$204.2K$0-$204.2K2026-10-22
Avion Wealth
CLOSED02,780-2,780-100%$143.0K$0-$143.0K2026-11-04
Bokf, NA
CLOSED02,560-2,560-100%$132.6K$0-$132.6K2026-10-27
Trust Co of Vermont
CLOSED01,526-1,526-100%$79.0K$0-$79.0K2026-10-21
Salem Investment Counselors Inc
CLOSED01,163-1,163-100%$60.2K$0-$60.2K2026-10-13
Stone House Investment Management, LLC
CLOSED0893-893-100%$46.2K$0-$46.2K2026-10-23
Gill Capital Partners, LLC
CLOSED0722-722-100%$37.4K$0-$37.4K2026-10-13
Robinswood Financial LLC
CLOSED0694-694-100%$36.0K$0-$36.0K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0418-418-100%$21.6K$0-$21.6K2026-10-14
BankPlus Trust Department
CLOSED0339-339-100%$17.6K$0-$17.6K2026-11-06
MCF Advisors LLC
CLOSED0276-276-100%$14.3K$0-$14.3K2026-10-28
International Assets Investment Management, LLC
CLOSED0168-168-100%$8.6K$0-$8.6K2026-11-02
Plante Moran Financial Advisors, LLC
CLOSED0130-130-100%$6.7K$0-$6.7K2026-11-04
Godsey & Gibb, Inc
CLOSED0104-104-100%$5.4K$0-$5.4K2026-10-14
American National Bank & Trust
CLOSED068-68-100%$3.5K$0-$3.5K2026-10-07
Nemes Rush Group LLC
CLOSED050-50-100%$2.6K$0-$2.6K2026-11-04
Decker Retirement Planning Inc.
CLOSED022-22-100%$1.1K$0-$1.1K2026-10-19
Charles Schwab Investment Management Inc
N/A—18,828,888-18,828,888-100%$975.0M———
Goldman Sachs Group Inc
N/A—11,142,176-11,142,176-100%$576.9M———
Morgan Stanley
N/A—9,425,063-9,425,063-100%$488.0M———
Envestnet Asset Management Inc
N/A—7,088,993-7,088,993-100%$367.1M———
State Street Corp
N/A—5,231,398-5,231,398-100%$270.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,126,010-4,126,010-100%$213.6M———
Financial Engines Advisors L.L.C.
N/A—3,892,454-3,892,454-100%$201.6M———
HighTower Advisors, LLC
N/A—3,540,844-3,540,844-100%$183.3M———
Ameriprise Financial Inc
N/A—3,484,842-3,484,842-100%$180.6M———
Cerity Partners LLC
N/A—3,376,307-3,376,307-100%$174.8M———
Northwestern Mutual Wealth Management Co
N/A—3,360,781-3,360,781-100%$174.0M———
Horizon Investments, LLC
N/A—3,348,734-3,348,734-100%$173.4M———
UBS Group AG
N/A—2,398,745-2,398,745-100%$124.2M———
Bank of America Corp
N/A—2,333,463-2,333,463-100%$120.8M———
Wells Fargo & Company
N/A—2,235,419-2,235,419-100%$115.8M———
Focus Partners Wealth
N/A—2,148,441-2,148,441-100%$111.2M———
Envestnet Portfolio Solutions, Inc.
N/A—2,123,055-2,123,055-100%$109.9M———
Betterment LLC
N/A—2,099,840-2,099,840-100%$108.7M———
Cetera Investment Advisers
N/A—1,938,678-1,938,678-100%$100.4M———
Raymond James Financial Inc
N/A—1,839,674-1,839,674-100%$95.3M———
Osaic Holdings, Inc.
N/A—1,590,899-1,590,899-100%$82.4M———
Private Advisor Group, LLC
N/A—1,382,153-1,382,153-100%$71.6M———
Advisory Alpha, LLC
N/A—1,335,026-1,335,026-100%$69.1M———
Equitable Holdings, Inc.
N/A—1,302,040-1,302,040-100%$67.4M———
Royal Bank of Canada
N/A—1,265,741-1,265,741-100%$65.5M———
Mariner, LLC
N/A—1,258,087-1,258,087-100%$65.1M———
JPMorgan Chase & Co
N/A—1,112,313-1,112,313-100%$57.1M———
NorthRock Partners, LLC
N/A—1,092,633-1,092,633-100%$56.6M———
WCG Wealth Advisors LLC
N/A—1,032,371-1,032,371-100%$53.5M———
MML Investors Services, LLC
N/A—1,002,068-1,002,068-100%$51.9M———
Elm Partners Management LLC
N/A—973,914-973,914-100%$50.4M———
Stadion Money Management, LLC
N/A—940,036-940,036-100%$48.7M———
BlueStem Wealth Partners, LLC
N/A—885,440-885,440-100%$45.8M———
NewEdge Advisors, LLC
N/A—879,360-879,360-100%$45.5M———
Savvy Advisors, Inc.
N/A—874,783-874,783-100%$45.3M———
McNamara Financial Services, Inc.
N/A—865,525-865,525-100%$44.8M———
Pathstone Holdings, LLC
N/A—858,390-858,390-100%$44.4M———
Beacon Pointe Advisors, LLC
N/A—839,386-839,386-100%$43.5M———
Integrated Wealth Concepts LLC
N/A—785,289-785,289-100%$40.7M———
GeoWealth Management, LLC
N/A—780,430-780,430-100%$40.4M———
SEI Investments Co
N/A—739,179-739,179-100%$38.3M———
Venturi Wealth Management, LLC
N/A—700,737-700,737-100%$36.3M———
ST Germain D J Co Inc
N/A—669,620-669,620-100%$34.7M———
Range Advisory, LLC
N/A—610,099-610,099-100%$31.6M———
Impact Partnership Wealth, LLC
N/A—535,689-535,689-100%$27.7M———
Ballentine Partners, LLC
N/A—485,211-485,211-100%$25.1M———
Meeder Advisory Services, Inc.
N/A—459,082-459,082-100%$23.8M———
Knightsbridge Asset Management, LLC
N/A—444,230-444,230-100%$23.0M———
BlackRock, Inc.
N/A—438,923-438,923-100%$22.7M———
Chaney Capital Management, Inc.
N/A—429,538-429,538-100%$22.2M———
Brio Consultants, LLC
N/A—424,043-424,043-100%$22.0M———
Rockefeller Capital Management L.P.
N/A—419,491-419,491-100%$21.7M———
MA Private Wealth
N/A—408,868-408,868-100%$21.2M———
Capital Advisors Inc
N/A—386,241-386,241-100%$20.0M———
Atlas Capital Advisors Inc.
N/A—365,871-365,871-100%$18.9M———
Global Retirement Partners, LLC
N/A—362,989-362,989-100%$18.8M———
N.E.W. Advisory Services LLC
N/A—358,906-358,906-100%$18.6M———
Capital Analysts, LLC
N/A—355,182-355,182-100%$18.4M———
Fort Point Capital Partners LLC
N/A—346,612-346,612-100%$17.9M———
JDM Financial Group LLC
N/A—337,825-337,825-100%$12.8M———
Tiaa Trust, National Association
N/A—329,001-329,001-100%$17.0M———
Financial Strategies Group, Inc.
N/A—327,729-327,729-100%$16.8M———
Old Mission Capital LLC
N/A—321,979-321,979-100%$16.7M———
Main Management ETF Advisors, LLC
N/A—318,850-318,850-100%$16.5M———
Financial Gravity Companies, Inc.
N/A—310,423-310,423-100%$16.1M———
Arax Advisory Partners
N/A—310,211-310,211-100%$16.1M———
Summit Financial, LLC
N/A—303,250-303,250-100%$15.7M———
Aptus Capital Advisors, LLC
N/A—298,336-298,336-100%$15.4M———
Geneos Wealth Management Inc.
N/A—289,994-289,994-100%$15.0M———
EP Wealth Advisors, LLC
N/A—278,716-278,716-100%$14.4M———
Cascade Financial Partners, LLC
N/A—269,542-269,542-100%$14.0M———
Harbour Investments, Inc.
N/A—254,548-254,548-100%$13.2M———
Sterneck Capital Management, LLC
N/A—254,543-254,543-100%$13.2M———
Second Line Capital, LLC
N/A—251,929-251,929-100%$13.0M———
TRB Wealth Management, LLC
N/A—250,072-250,072-100%$12.9M———
Waverly Advisors, LLC
N/A—249,966-249,966-100%$12.9M———
Wrapmanager Inc
N/A—248,787-248,787-100%$12.9M———
Advyzon Investment Management, LLC
N/A—239,394-239,394-100%$12.4M———
AQR Capital Management LLC
N/A—233,974-233,974-100%$12.1M———
Vestmark Advisory Solutions, Inc.
N/A—217,889-217,889-100%$11.3M———
Great Valley Advisor Group, Inc.
N/A—216,735-216,735-100%$11.2M———
Integrated Investment Consultants, LLC
N/A—199,176-199,176-100%$10.2M———
TPG Financial Advisors, LLC
N/A—198,043-198,043-100%$10.3M———
OneAscent Financial Services LLC
N/A—195,981-195,981-100%$10.1M———
HighPoint Advisor Group LLC
N/A—186,879-186,879-100%$9.7M———
Millington Financial Advisors, LLC
N/A—179,874-179,874-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—177,949-177,949-100%$9.2M———
Susquehanna International Group, LLP
N/A—175,993-175,993-100%$9.1M———
Compton Financial Group, LLC
N/A—163,486-163,486-100%$8.5M———
Capital Investment Management, Inc.
N/A—163,273-163,273-100%$8.5M———
CIBC Bancorp USA Inc.
N/A—159,457-159,457-100%$8.3M———
&partners
N/A—155,168-155,168-100%$8.0M———
Western Wealth Management, LLC
N/A—153,947-153,947-100%$8.0M———
Toronto Dominion Bank
N/A—149,799-149,799-100%$7.8M———
Principal Securities, Inc.
N/A—148,579-148,579-100%$7.7M———
WealthTrak Capital Management LLC
N/A—148,106-148,106-100%$7.7M———
AE Wealth Management LLC
N/A—147,128-147,128-100%$7.6M———
IHT Wealth Management, LLC
N/A—139,650-139,650-100%$7.2M———
Pure Financial Advisors, LLC
N/A—138,154-138,154-100%$7.2M———
Sanctuary Advisors, LLC
N/A—135,630-135,630-100%$7.0M———
FMR LLC
N/A—130,979-130,979-100%$6.8M———
Mercer Global Advisors Inc
N/A—128,229-128,229-100%$6.6M———
Walsh & Associates, LLC
N/A—126,568-126,568-100%$6.6M———
Capital Financial Group Inc\co\
N/A—125,625-125,625-100%$6.5M———
Kensington Asset Management, LLC
N/A—123,770-123,770-100%$6.4M———
Seeds Investor LLC
N/A—120,883-120,883-100%$6.3M———
North Star Asset Management Inc
N/A—120,791-120,791-100%$6.3M———
Red Wave Investments LLC
N/A—120,042-120,042-100%$6.2M———
Forefront Wealth Partners, LLC
N/A—108,013-108,013-100%$5.6M———
Blair William & Co
N/A—107,797-107,797-100%$5.6M———
Alliancebernstein L.P.
N/A—103,901-103,901-100%$4.9M———
Proffitt & Goodson Inc
N/A—100,761-100,761-100%$5.2M———
Tobias Financial Advisors, Inc.
N/A—100,682-100,682-100%$5.2M———
Stifel Financial Corp
N/A—100,641-100,641-100%$5.2M———
Independent Advisor Alliance
N/A—100,402-100,402-100%$5.2M———
Intrust Bank NA
N/A—99,934-99,934-100%$5.2M———
Quantinno Capital Management LP
N/A—96,265-96,265-100%$5.0M———
Advisory Services Network, LLC
N/A—95,432-95,432-100%$4.9M———
United Capital Financial Advisors, LLC
N/A—95,052-95,052-100%$4.9M———
Abound Financial, LLC
N/A—93,301-93,301-100%$4.8M———
Vista Investment Management
N/A—92,786-92,786-100%$4.8M———
Belpointe Asset Management LLC
N/A—92,622-92,622-100%$4.8M———
CreativeOne Wealth, LLC
N/A—92,038-92,038-100%$4.8M———
Optas, LLC
N/A—91,001-91,001-100%$4.7M———
Harbor Advisory Corp
N/A—86,327-86,327-100%$4.5M———
Gladstone Institutional Advisory LLC
N/A—85,734-85,734-100%$4.4M———
Gateway Wealth Partners, LLC
N/A—84,829-84,829-100%$4.4M———
Foundations Investment Advisors, LLC
N/A—84,610-84,610-100%$4.4M———
Cape COD Five Cents Savings Bank
N/A—82,391-82,391-100%$4.3M———
Larch Capital Partners LLC
N/A—81,568-81,568-100%$4.2M———
Continuum Advisory, LLC
N/A—80,846-80,846-100%$4.2M———
Kingsview Wealth Management, LLC
N/A—79,217-79,217-100%$4.1M———
Jones Financial Companies Lllp
N/A—76,418-76,418-100%$3.9M———
Arete Wealth Advisors, LLC
N/A—76,035-76,035-100%$3.9M———
Kera Capital Partners, Inc.
N/A—75,656-75,656-100%$3.9M———
SOA Wealth Advisors, Llc.
N/A—75,326-75,326-100%$3.9M———
Snowden Capital Advisors LLC
N/A—75,283-75,283-100%$3.9M———
Planwiser Financial, LLC
N/A—73,229-73,229-100%$3.8M———
Quent Capital, LLC
N/A—72,953-72,953-100%$3.8M———
Focus Partners Advisor Solutions, LLC
N/A—71,758-71,758-100%$3.7M———
Integrity Wealth Solutions LLC
N/A—71,624-71,624-100%$3.7M———
Price T Rowe Associates Inc
N/A—70,450-70,450-100%$3.6M———
Tranquilli Financial Advisor LLC
N/A—69,588-69,588-100%$3.6M———
Moneta Group Investment Advisors LLC
N/A—68,417-68,417-100%$3.5M———
Bleakley Financial Group, LLC
N/A—67,253-67,253-100%$3.5M———
Drucker Wealth 3.0, LLC
N/A—63,110-63,110-100%$3.3M———
UBS Asset Management Americas LLC
N/A—62,013-62,013-100%$3.2M———
FSB Premier Wealth Management, Inc.
N/A—59,004-59,004-100%$3.1M———
Wealth Advisors of Iowa, LLC
N/A—58,143-58,143-100%$3.0M———
Novus Advisors, LLC
N/A—57,570-57,570-100%$3.0M———
Mosaic Family Wealth Partners, LLC
N/A—56,243-56,243-100%$2.9M———
Stephens Inc
N/A—56,185-56,185-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—55,271-55,271-100%$2.9M———
CSM Advisors, LLC
N/A—52,916-52,916-100%$2.7M———
Global Endowment Management, LP
N/A—51,206-51,206-100%$2.7M———
HSBC Holdings PLC
N/A—50,706-50,706-100%$2.6M———
Theory Financial LLC
N/A—50,696-50,696-100%$2.6M———
Huntington National Bank
N/A—49,916-49,916-100%$2.6M———
Hirtle & Co., LLC
N/A—47,285-47,285-100%$2.4M———
PAX Financial Group, LLC
N/A—46,254-46,254-100%$2.4M———
Lowe Brockenbrough & Co Inc
N/A—45,949-45,949-100%$2.4M———
QRG Capital Management, Inc.
N/A—45,034-45,034-100%$2.3M———
Fidelis Capital Partners, LLC
N/A—42,054-42,054-100%$2.2M———
Captrust Financial Advisors
N/A—41,780-41,780-100%$2.2M———
Trivant Custom Portfolio Group, LLC
N/A—40,469-40,469-100%$2.1M———
Brookwood Investment Group LLC
N/A—39,474-39,474-100%$2.0M———
Strategic Financial Concepts, LLC
N/A—39,450-39,450-100%$2.0M———
Smartleaf Asset Management LLC
N/A—38,230-38,230-100%$2.0M———
O'shaughnessy Asset Management, LLC
N/A—38,011-38,011-100%$2.0M———
Strategic Financial Planning, Inc.
N/A—37,476-37,476-100%$1.9M———
National Bank of Canada
N/A—37,176-37,176-100%$1.9M———
TAGStone Capital, Inc.
N/A—36,680-36,680-100%$1.9M———
MAI Capital Management
N/A—36,605-36,605-100%$1.9M———
Wescap Management Group, Inc.
N/A—36,433-36,433-100%$1.9M———
Bank of Montreal
N/A—36,019-36,019-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—35,684-35,684-100%$1.8M———
Magnolia Capital Advisors LLC
N/A—34,953-34,953-100%$1.8M———
Maridea Wealth Management LLC
N/A—34,068-34,068-100%$1.8M———
Founders Financial Alliance, LLC
N/A—33,929-33,929-100%$1.8M———
Smith, Moore & Co.
N/A—33,301-33,301-100%$1.7M———
Tyche Wealth Partners LLC
N/A—32,943-32,943-100%$1.7M———
Beacon Bridge Wealth Partners, LLC
N/A—31,296-31,296-100%$1.6M———
SCS Capital Management LLC
N/A—31,261-31,261-100%$1.6M———
RWA Wealth Partners, LLC
N/A—30,919-30,919-100%$1.6M———
Gotham Asset Management, LLC
N/A—30,705-30,705-100%$1.6M———
Wealthspire Retirement, LLC
N/A—27,241-27,241-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—27,067-27,067-100%$1.4M———
Comprehensive Money Management Services LLC
N/A—26,948-26,948-100%$1.4M———
Lifeworks Advisors, LLC
N/A—26,779-26,779-100%$1.4M———
World Investment Advisors
N/A—25,991-25,991-100%$1.3M———
Natixis Advisors, LLC
N/A—25,286-25,286-100%$1.3M———
Benjamin Edwards Inc
N/A—25,048-25,048-100%$1.3M———
Sanchez Levi Garrett
N/A—24,409-24,409-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—23,985-23,985-100%$1.2M———
M&T Bank Corp
N/A—23,684-23,684-100%$1.2M———
Generation Capital Management LLC
N/A—23,142-23,142-100%$1.2M———
Leavell Investment Management, Inc.
N/A—22,927-22,927-100%$1.2M———
One Capital Management, LLC
N/A—22,605-22,605-100%$1.1M———
Composition Wealth, LLC
N/A—22,573-22,573-100%$1.2M———
Alaska Wealth Advisors, LLC
N/A—22,547-22,547-100%$1.2M———
Battery Global Advisors, LLC
N/A—22,356-22,356-100%$1.2M———
Traction Financial Partners, LLC
N/A—22,328-22,328-100%$1.2M———
Baird Financial Group, Inc.
N/A—22,325-22,325-100%$1.2M———
Hilltop Wealth Advisors, LLC
N/A—21,910-21,910-100%$1.1M———
IEQ Capital, LLC
N/A—21,739-21,739-100%$1.1M———
Rockbridge Investment Management, LCC
N/A—21,572-21,572-100%$1.1M———
Nwam LLC
N/A—21,502-21,502-100%$1.1M———
IFG Advisory, LLC
N/A—21,177-21,177-100%$1.1M———
Bessemer Group Inc
N/A—21,002-21,002-100%$1.1M———
Maimon Wealth Management Ltd.
N/A—20,845-20,845-100%$1.1M———
Cresset Asset Management, LLC
N/A—20,231-20,231-100%$1.0M———
Canal Capital Management, LLC
N/A—19,916-19,916-100%$1.0M———
Three Cord True Wealth Management, LLC
N/A—19,911-19,911-100%$1.0M———
PCB Capital LLC
N/A—19,722-19,722-100%$1.0M———
Yukon Wealth Management, Inc.
N/A—19,707-19,707-100%$1.0M———
American Investment Services, Inc.
N/A—19,020-19,020-100%$984.8K———
Cozad Asset Management Inc
N/A—17,875-17,875-100%$925.6K———
Renaissance Technologies LLC
N/A—17,300-17,300-100%$895.8K———
Coppell Advisory Solutions LLC
N/A—17,066-17,066-100%$1.0M———
NewEdge Wealth, LLC
N/A—17,004-17,004-100%$880.5K———
First Trust Advisors LP
N/A—16,928-16,928-100%$876.5K———
Valley Financial Group, Inc.
N/A—16,607-16,607-100%$859.9K———
Zhang Financial LLC
N/A—16,385-16,385-100%$848.4K———
Janney Montgomery Scott LLC
N/A—16,180-16,180-100%$838.0K———
Frisch Financial Group, Inc.
N/A—16,086-16,086-100%$833.0K———
Hills Bank & Trust Co
N/A—15,958-15,958-100%$826.3K———
Bravias Capital Group, LLC
N/A—15,830-15,830-100%$819.7K———
Perennial Investment Advisors, LLC
N/A—15,819-15,819-100%$819.1K———
Ausdal Financial Partners, Inc.
N/A—15,662-15,662-100%$811.0K———
Broadview Financial Management, LLC
N/A—15,563-15,563-100%$805.9K———
MB Generational Wealth, LLC
N/A—15,535-15,535-100%$804.4K———
Nuveen, LLC
N/A—15,523-15,523-100%$803.8K———
Jacobs Equity LLC
N/A—15,480-15,480-100%$801.6K———
Pinnacle Financial Partners, Inc.
N/A—15,308-15,308-100%$792.7K———
Gilbert & Cook, Inc.
N/A—15,103-15,103-100%$782.0K———
Cary Street Partners Investment Advisory LLC
N/A—14,827-14,827-100%$767.7K———
Rehmann Capital Advisory Group
N/A—14,642-14,642-100%$758.2K———
Advance Capital Management, Inc.
N/A—14,545-14,545-100%$753.1K———
Argent Trust Co
N/A—14,459-14,459-100%$748.7K———
Lbmc Investment Advisors, LLC
N/A—14,435-14,435-100%$747.4K———
Arkadios Wealth Advisors
N/A—14,353-14,353-100%$743.2K———
Coign Capital Advisors LLC
N/A—14,083-14,083-100%$729.2K———
Orcam Financial Group
N/A—13,843-13,843-100%$716.8K———
HighMark Wealth Management LLC
N/A—13,425-13,425-100%$695.2K———
Westfuller Advisors, LLC
N/A—13,208-13,208-100%$683.9K———
BlackDiamond Wealth Management, LLC
N/A—12,626-12,626-100%$660.1K———
Hilltop Partners LLC
N/A—12,338-12,338-100%$638.8K———
Townsquare Capital LLC
N/A—12,184-12,184-100%$630.9K———
Vantus Wealth LLC
N/A—12,066-12,066-100%$624.8K———
Wallace Advisory Group, LLC
N/A—11,960-11,960-100%$619.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—11,788-11,788-100%$610.4K———
Retirement Income Solutions, Inc
N/A—11,639-11,639-100%$546.0K———
Maripau Wealth Management LLC
N/A—11,623-11,623-100%$601.6K———
Dravo BAY LLC
N/A—11,497-11,497-100%$595.3K———
Gross & Hartman Investments LLC
N/A—11,493-11,493-100%$595.1K———
Hill Investment Group Partners, LLC
N/A—11,420-11,420-100%$591.3K———
Brown Brothers Harriman & Co
N/A—11,342-11,342-100%$587.3K———
Strategies Wealth Advisors, LLC
N/A—11,255-11,255-100%$582.8K———
Gambit Capital Management, LLC
N/A—11,240-11,240-100%$582.0K———
Owen LaRue, LLC
N/A—11,194-11,194-100%$579.6K———
Summit Trail Advisors, LLC
N/A—10,917-10,917-100%$565.3K———
FSA Advisors, Inc.
N/A—10,399-10,399-100%$538.5K———
Resurgent Financial Advisors LLC
N/A—10,268-10,268-100%$531.7K———
Destination Wealth Management
N/A—10,183-10,183-100%$527.3K———
Van Diest Capital, LLC
N/A—9,987-9,987-100%$517.1K———
Urban Financial Advisory Corp
N/A—9,847-9,847-100%$509.9K———
Guardian Wealth Advisors, LLC / NC
N/A—9,724-9,724-100%$503.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—9,562-9,562-100%$495.1K———
Wescott Financial Advisory Group, LLC
N/A—9,466-9,466-100%$490.2K———
Northern Trust Corp
N/A—9,233-9,233-100%$478.1K———
Pinnacle Family Advisors, LLC
N/A—9,144-9,144-100%$473.5K———
Richard W. Paul & Associates, LLC
N/A—9,085-9,085-100%$470.4K———
Neuberger Berman Group LLC
N/A—9,058-9,058-100%$469.0K———
Hopwood Nicholas Hunter
N/A—9,042-9,042-100%$468.2K———
Strategic Investment Advisors / MI
N/A—8,781-8,781-100%$454.7K———
FreeGulliver LLC
N/A—8,732-8,732-100%$452.1K———
Manhattan West Asset Management, LLC
N/A—8,668-8,668-100%$448.8K———
Curi Capital, LLC
N/A—8,321-8,321-100%$430.9K———
Tiaa Wealth Investment Management LLC
N/A—8,208-8,208-100%$421.4K———
Calton & Associates, Inc.
N/A—8,182-8,182-100%$423.7K———
Wealthfront Advisers LLC
N/A—8,158-8,158-100%$422.4K———
BFC Planning, Inc.
N/A—8,092-8,092-100%$419.0K———
Koss-Olinger Consulting, LLC
N/A—8,000-8,000-100%$414.2K———
Legacy Wealth Advisors, LLC
N/A—7,840-7,840-100%$406.0K———
Advocacy Wealth Management, LLC
N/A—7,682-7,682-100%$397.8K———
BCI Securities, Inc.
N/A—7,625-7,625-100%$394.8K———
Vertex Planning Partners, LLC
N/A—7,571-7,571-100%$392.0K———
Mutual Advisors, LLC
N/A—7,329-7,329-100%$379.5K———
Whittier Trust Co of Nevada Inc
N/A—7,100-7,100-100%$362.2K———
Davis Wealth Advisors, LLC
N/A—6,754-6,754-100%$349.8K———
German American Bancorp, Inc.
N/A—6,711-6,711-100%$347.5K———
Barnes Wealth Management Group, Inc
N/A—6,624-6,624-100%$343.0K———
Fortis Capital Advisors, LLC
N/A—6,600-6,600-100%$341.7K———
Financial Plan, Inc.
N/A—6,537-6,537-100%$338.5K———
Voya Financial Advisors, Inc.
N/A—6,471-6,471-100%$332.1K———
Whittier Trust Co
N/A—6,220-6,220-100%$323.4K———
Astoria Strategic Wealth, Inc.
N/A—6,177-6,177-100%$319.8K———
KM Capital Management Ltd.
N/A—6,110-6,110-100%$316.4K———
GWN Securities Inc.
N/A—6,071-6,071-100%$314.3K———
Paces Ferry Wealth Advisors, LLC
N/A—5,737-5,737-100%$297.0K———
AlTi Global, Inc.
N/A—5,657-5,657-100%$292.9K———
Bluespring Wealth Management, LLC
N/A—5,431-5,431-100%$281.2K———
Cary Street Partners Financial LLC
N/A—5,391-5,391-100%$279.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,356-5,356-100%$277.3K———
DV Trading LLC
N/A—5,200-5,200-100%$269.3K———
BNP Paribas Financial Markets
N/A—5,122-5,122-100%$265.2K———
Ameritas Advisory Services, LLC
N/A—5,081-5,081-100%$263.1K———
Tilson Financial Group, Inc.
N/A—5,032-5,032-100%$260.5K———
Vawter Financial, Ltd.
N/A—4,924-4,924-100%$255.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—4,920-4,920-100%$254.8K———
Hobbs Group Advisors, LLC
N/A—4,898-4,898-100%$253.6K———
Kelman-Lazarov, Inc.
N/A—4,867-4,867-100%$252.0K———
Prostatis Group LLC
N/A—4,802-4,802-100%$248.6K———
Mayflower Financial Advisors, LLC
N/A—4,782-4,782-100%$247.6K———
Nicolet Bankshares Inc
N/A—4,774-4,774-100%$248.2K———
Silver OAK Securities, Incorporated
N/A—4,705-4,705-100%$243.6K———
Sun Financial Inc
N/A—4,622-4,622-100%$241.6K———
Hershey Financial Advisers, LLC
N/A—4,598-4,598-100%$238.1K———
Orographic Financial Advisors, LLC
N/A—4,573-4,573-100%$239.0K———
Transcend Capital Advisors, LLC
N/A—4,503-4,503-100%$233.2K———
Wealth Alliance, LLC
N/A—4,498-4,498-100%$232.9K———
Creekmur Asset Management LLC
N/A—4,496-4,496-100%$232.8K———
Inspire Advisors, LLC
N/A—4,478-4,478-100%$231.8K———
Morrissey Wealth Management, LLC
N/A—4,423-4,423-100%$229.6K———
Topsail Wealth Management, LLC
N/A—4,410-4,410-100%$228.4K———
Atlantic Union Bankshares Corp
N/A—4,405-4,405-100%$228.1K———
Caprock Group, LLC
N/A—4,380-4,380-100%$226.8K———
Truepoint, Inc.
N/A—4,358-4,358-100%$225.7K———
Vance Wealth, LLC
N/A—4,339-4,339-100%$224.7K———
Kickstand Ventures, Llc.
N/A—4,258-4,258-100%$220.5K———
Fortune Financial Advisors, LLC
N/A—4,229-4,229-100%$219.0K———
Brown Advisory Inc
N/A—4,161-4,161-100%$215.5K———
Mayport, LLC
N/A—4,116-4,116-100%$213.1K———
Wealthspire Advisors, LLC
N/A—4,104-4,104-100%$212.5K———
Proficio Capital Partners LLC
N/A—4,062-4,062-100%$210.3K———
Vanguard Advisers Inc
N/A—4,027-4,027-100%$208.5K———
Scotia Capital Inc.
N/A—3,976-3,976-100%$206.0K———
AssuredPartners Investment Advisors, LLC
N/A—3,975-3,975-100%$205.8K———
Investments & Financial Planning, LLC
N/A—3,949-3,949-100%$204.5K———
Wealthgarden F.S. LLC
N/A—3,909-3,909-100%$202.4K———
WealthShield Partners, LLC
N/A—3,736-3,736-100%$193.5K———
Bogart Wealth, LLC
N/A—3,721-3,721-100%$192.7K———
Paladin Advisory Group, LLC
N/A—3,471-3,471-100%$179.7K———
Copia Wealth Management
N/A—3,464-3,464-100%$179.4K———
LRI Investments, LLC
N/A—3,387-3,387-100%$175.4K———
Oakmont Advisory Group, LLC
N/A—3,154-3,154-100%$163.3K———
Glassman Wealth Services
N/A—2,803-2,803-100%$145.2K———
Raffa Wealth Management, LLC
N/A—2,802-2,802-100%$145.1K———
Rialto Wealth Management, LLC
N/A—2,512-2,512-100%$130.1K———
Kerr Financial Planning Corp
N/A—2,390-2,390-100%$123.8K———
Napier Financial, LLC
N/A—2,373-2,373-100%$122.9K———
Strategic Wealth Partners, Ltd.
N/A—2,107-2,107-100%$109.1K———
IMA Advisory Services, Inc.
N/A—2,071-2,071-100%$107.2K———
Investment Counsel Co of Nevada
N/A—2,012-2,012-100%$104.2K———
Ballast Advisors LLC
N/A—1,815-1,815-100%$94.0K———
Graney & King, LLC
N/A—1,814-1,814-100%$93.9K———
Synergy Investment Management, LLC
N/A—1,733-1,733-100%$89.7K———
Miller Capital Partners, Inc.
N/A—1,674-1,674-100%$86.7K———
Dunhill Financial, LLC
N/A—1,637-1,637-100%$84.8K———
WealthCollab, LLC
N/A—1,424-1,424-100%$73.7K———
Sachetta, LLC
N/A—1,419-1,419-100%$73.5K———
Liberty One Investment Management, LLC
N/A—1,411-1,411-100%$73.0K———
Gould Capital, LLC
N/A—1,310-1,310-100%$67.8K———
Front Row Advisors LLC
N/A—1,271-1,271-100%$66.2K———
Lavaca Capital LLC
N/A—1,258-1,258-100%$65.1K———
Main Management LLC
N/A—1,193-1,193-100%$62.0K———
Fiduciary Financial Advisors
N/A—1,147-1,147-100%$59.4K———
Hantz Financial Services, Inc.
N/A—1,068-1,068-100%$50———
Tidemark, LLC
N/A—1,007-1,007-100%$52.2K———
Beaird Harris Wealth Management, LLC
N/A—946-946-100%$49.0K———
Medallion Wealth Advisors, LLC
N/A—862-862-100%$44.6K———
Anchor Investment Management, LLC
N/A—800-800-100%$41.4K———
Crewe Advisors LLC
N/A—678-678-100%$35.1K———
Rothschild Investment LLC
N/A—590-590-100%$30.6K———
Federation des caisses Desjardins du Quebec
N/A—500-500-100%$25.9K———
Ameriflex Group, Inc.
N/A—496-496-100%$25.7K———
Transamerica Financial Advisors, LLC
N/A—416-416-100%$21.6K———
Accent Capital Management, LLC
N/A—400-400-100%$20.7K———
Longview Financial Advisors LLC
N/A—372-372-100%$19.3K———
Glen Eagle Advisors, LLC
N/A—287-287-100%$14.9K———
Allied Private Wealth LLC
N/A—280-280-100%$14.4K———
Frazier Financial Advisors, LLC
N/A—279-279-100%$14.4K———
HM Payson & Co
N/A—277-277-100%$14.3K———
Glenmede Trust Co NA
N/A—240-240-100%$12.4K———
Colonial Trust Co / SC
N/A—238-238-100%$12.3K———
Westend Capital Management, LLC
N/A—235-235-100%$12.2K———
Strive Financial Group,LLC
N/A—234-234-100%$12.1K———
Ameritas Investment Partners, Inc.
N/A—220-220-100%$11.4K———
Cordant, Inc.
N/A—202-202-100%$10.5K———
FAS Wealth Partners, Inc.
N/A—193-193-100%$10.0K———
Cambient Family Office, LLC
N/A—156-156-100%$8.1K———
1015 Capital Partners, LLC
N/A—143-143-100%$7.4K———
Chesapeake Asset Management LLC
N/A—127-127-100%$6.6K———
Nova Wealth Management, Inc.
N/A—98-98-100%$5.1K———
FWL Investment Management, LLC
N/A—90-90-100%$4.7K———
Meramec Financial Planners, LLC
N/A—86-86-100%$4.3K———
Mcguire Capital Advisors Inc
N/A—82-82-100%$4.2K———
PlanVest Financial, Inc
N/A—79-79-100%$4.1K———
Operose Advisors LLC
N/A—63-63-100%$3.3K———
Godfrey Financial Associates, Inc.
N/A—40-40-100%$2.1K———
Caitlin John, LLC
N/A—39-39-100%$2.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—24-24-100%$1.2K———
Talon Private Wealth, LLC
N/A—20-20-100%$1.0K———
Tower Research Capital LLC (TRC)
N/A—5-5-100%$259———
Anchor Bay Capital, Inc.
N/A—4-4-100%$210———
Atomic Invest LLC
N/A—2-2-100%$128———
Dogwood Wealth Management LLC
N/A—1-1-100%$52———
Manning & Napier Advisors LLC
N/A—00—$2———
Showing 1069 of 1069 institutions