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State Street Spdr Portfolio (SPDW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares155,188,321 from 144,440,101
Change+10,748,220 (+7%)
Value$7.8B (+$513.7M)
Filed 2026-11-02
Auto-Owners Insurance Co
DECREASED
Shares11,452,145 from 15,230,666
Change-3,778,521 (-25%)
Value$575.0M (-$192.5M)
Filed 2026-10-15
Vantagepoint Investment Advisers LLC
DECREASED
Shares6,145,216 from 6,213,429
Change-68,213 (-1%)
Value$308.6M (-$4.5M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares6,013,606 from 5,895,171
Change+118,435 (+2%)
Value$301.9M (+$4.9M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares3,853,239 from 3,826,033
Change+27,206 (+1%)
Value$193.5M (+$677.4K)
Filed 2026-10-30
Vicus Capital
INCREASED
Shares3,171,739 from 3,023,569
Change+148,170 (+5%)
Value$159.3M (+$6.9M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares2,587,336 from 2,400,450
Change+186,886 (+8%)
Value$129.9M (+$9.0M)
Filed 2026-10-28
Jnba Financial Advisors
INCREASED
Shares2,454,221 from 2,430,445
Change+23,776 (+1%)
Value$123.2M (+$756.3K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares2,346,411 from 2,159,245
Change+187,166 (+9%)
Value$115.5M (+$6.7M)
Filed 2026-10-30
Gradient Investments LLC
DECREASED
Shares2,158,701 from 2,230,648
Change-71,947 (-3%)
Value$108.4M (-$4.0M)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares2,116,969 from 2,377,208
Change-260,239 (-11%)
Value$106.3M (-$13.5M)
Filed 2026-11-04
AlphaStar Capital Management, LLC
INCREASED
Shares2,075,523 from 1,925,284
Change+150,239 (+8%)
Value$104.2M (+$7.2M)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
INCREASED
Shares2,053,612 from 1,973,367
Change+80,245 (+4%)
Value$103.1M (+$3.7M)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares2,000,708 from 1,848,949
Change+151,759 (+8%)
Value$99.1M (+$7.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares2,000,708 from 1,848,949
Change+151,759 (+8%)
Value$99.1M (+$7.4M)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,851,293 from 1,822,730
Change+28,563 (+2%)
Value$93.0M (+$1.1M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,813,529 from 1,570,410
Change+243,119 (+15%)
Value$91.1M (+$11.9M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares1,746,672 from 1,730,145
Change+16,527 (+1%)
Value$87.7K (-$87.1M)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares1,741,059 from 1,667,215
Change+73,844 (+4%)
Value$87.4M (+$3.4M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares1,732,976 from 1,520,931
Change+212,045 (+14%)
Value$87.0M (+$10.4M)
Filed 2026-11-02
Greenleaf Trust
INCREASED
Shares1,675,616 from 1,578,868
Change+96,748 (+6%)
Value$84.1M (+$4.6M)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares1,640,891 from 1,217,347
Change+423,544 (+35%)
Value$82.2K (-$61.3M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,520,482 from 1,518,087
Change+2,395 (+0%)
Value$76.3K (-$76.4M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares1,520,210 from 1,419,227
Change+100,983 (+7%)
Value$76.3M (+$4.8M)
Filed 2026-10-21
Truefg, LLC
INCREASED
Shares1,420,994 from 1,384,914
Change+36,080 (+3%)
Value$71.3M (+$1.6M)
Filed 2026-10-15
Confluence Investment Management LLC
DECREASED
Shares1,419,786 from 1,482,773
Change-62,987 (-4%)
Value$71.3M (-$3.4M)
Filed 2026-10-01
Facet Wealth, Inc.
DECREASED
Shares1,286,028 from 1,344,428
Change-58,400 (-4%)
Value$64.6M (-$3.2M)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares1,223,297 from 1,226,088
Change-2,791 (0%)
Value$61.4M (-$360.8K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,155,919 from 1,153,768
Change+2,151 (+0%)
Value$56.8M (-$916.8K)
Filed 2026-10-13
Blueprint Investment Partners LLC
INCREASED
Shares1,083,038 from 895,096
Change+187,942 (+21%)
Value$54.4M (+$9.3M)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,069,199 from 1,114,235
Change-45,036 (-4%)
Value$53.7M (-$2.5M)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED
Shares979,400 from 1,006,356
Change-26,956 (-3%)
Value$49.2M (-$1.5M)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED
Shares962,675 from 1,356,118
Change-393,443 (-29%)
Value$48.3M (-$20.0M)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
INCREASED
Shares948,310 from 946,137
Change+2,173 (+0%)
Value$47.6M (+$397.7K)
Filed 2026-10-07
IFP Advisors, Inc
DECREASED
Shares915,168 from 915,993
Change-825 (0%)
Value$46.0M (-$206.3K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares900,370
Change+900,370
Value$45.4M
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares882,068 from 223,145
Change+658,923 (+295%)
Value$44.3M (+$33.0M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares817,426 from 771,383
Change+46,043 (+6%)
Value$41.0M (+$2.2M)
Filed 2026-10-08
Garrett Wealth Advisory Group, LLC
INCREASED
Shares810,095 from 806,030
Change+4,065 (+1%)
Value$40.7M (+$59.0K)
Filed 2026-10-22
SigFig Wealth Management, LLC
INCREASED
Shares804,423 from 756,494
Change+47,929 (+6%)
Value$40.4M (+$2.5M)
Filed 2026-10-07
KWB Wealth
INCREASED
Shares794,993 from 788,912
Change+6,081 (+1%)
Value$39.9M (+$163.4K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares786,779 from 764,984
Change+21,795 (+3%)
Value$39.5M (+$956.6K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares782,378 from 774,332
Change+8,046 (+1%)
Value$39.3M (+$264.6K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares769,786 from 743,181
Change+26,605 (+4%)
Value$38.7M (+$1.2M)
Filed 2026-10-08
Concord Asset Management, LLC
INCREASED
Shares760,719 from 741,283
Change+19,436 (+3%)
Value$38.2M (+$842.4K)
Filed 2026-11-02
Gibbs Wealth Management
DECREASED
Shares755,542 from 764,189
Change-8,647 (-1%)
Value$37.9M (-$571.7K)
Filed 2026-10-22
Procyon Advisors, LLC
INCREASED
Shares750,358 from 721,485
Change+28,873 (+4%)
Value$37.7M (+$1.3M)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares749,606 from 605,690
Change+143,916 (+24%)
Value$37.6M (+$7.1M)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares727,927 from 527,730
Change+200,197 (+38%)
Value$36.5M (+$10.0M)
Filed 2026-10-13
Auour Investments LLC
DECREASED
Shares721,054 from 729,632
Change-8,578 (-1%)
Value$36.2M (-$562.0K)
Filed 2026-10-28
Landmark Wealth Management, Inc.
INCREASED
Shares714,424 from 656,630
Change+57,794 (+9%)
Value$35.9M (+$2.8M)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares700,266 from 624,036
Change+76,230 (+12%)
Value$35.2M (+$3.7M)
Filed 2026-11-05
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares681,446 from 681,189
Change+257 (+0%)
Value$34.2M (-$109.7K)
Filed 2026-10-26
Flagstone Financial Management
INCREASED
Shares672,944 from 662,916
Change+10,028 (+2%)
Value$33.8M (+$384.2K)
Filed 2026-11-05
ERn Financial, LLC
INCREASED
Shares661,394 from 652,818
Change+8,576 (+1%)
Value$33.2M (+$313.1K)
Filed 2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares657,308 from 629,635
Change+27,673 (+4%)
Value$33.0M (+$1.3M)
Filed 2026-10-09
Atlas Private Wealth Advisors
INCREASED
Shares634,981 from 620,241
Change+14,740 (+2%)
Value$31.9M (+$628.4K)
Filed 2026-10-23
Rinkey Investments
DECREASED
Shares620,532 from 639,738
Change-19,206 (-3%)
Value$31.2M (-$1.1M)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares599,947 from 536,888
Change+63,059 (+12%)
Value$30.1M (+$3.1M)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
INCREASED
Shares581,429 from 481,490
Change+99,939 (+21%)
Value$29.2M (+$4.9M)
Filed 2026-11-03
Blueprint Financial Advisors LLC
INCREASED
Shares580,708 from 489,175
Change+91,533 (+19%)
Value$29.2M (+$4.5M)
Filed 2026-10-28
Fiduciary Alliance LLC
INCREASED
Shares566,011 from 559,041
Change+6,970 (+1%)
Value$28.4M (+$249.6K)
Filed 2026-10-13
Treasure Coast Financial Planning
DECREASED
Shares556,750 from 557,080
Change-330 (0%)
Value$28.0M (-$116.9K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares547,307 from 538,612
Change+8,695 (+2%)
Value$27.5M (+$339.6K)
Filed 2026-10-23
Fidelity D & D Bancorp Inc
INCREASED
Shares538,635 from 506,607
Change+32,028 (+6%)
Value$27.0M (+$1.5M)
Filed 2026-11-05
Brighton Securities Corp.
INCREASED
Shares534,162 from 516,023
Change+18,139 (+4%)
Value$26.8M (+$817.9K)
Filed 2026-10-08
Values Added Financial LLC
INCREASED
Shares483,842 from 461,569
Change+22,273 (+5%)
Value$24.3M (+$1.0M)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares480,245 from 633,990
Change-153,745 (-24%)
Value$24.0M (-$7.8M)
Filed 2026-10-08
Portside Wealth Group, LLC
INCREASED
Shares451,518 from 417,773
Change+33,745 (+8%)
Value$22.7M (+$1.6M)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares439,849 from 396,951
Change+42,898 (+11%)
Value$22.1M (+$2.1M)
Filed 2026-11-04
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares434,987 from 435,860
Change-873 (0%)
Value$21.8M (-$122.3K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares427,875 from 479,774
Change-51,899 (-11%)
Value$21.5M (-$2.7M)
Filed 2026-10-23
Retiremitten Financial LLC
INCREASED
Shares423,244 from 389,769
Change+33,475 (+9%)
Value$21.1M (+$1.5M)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares408,769 from 381,823
Change+26,946 (+7%)
Value$20.5M (+$1.3M)
Filed 2026-10-15
Invenio Wealth Partners LLC
INCREASED
Shares405,462 from 403,290
Change+2,172 (+1%)
Value$20.4M (+$36.4K)
Filed 2026-10-20
Mason & Associates, LLC
INCREASED
Shares396,242 from 388,895
Change+7,347 (+2%)
Value$19.9M (+$298.9K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares385,675 from 332,438
Change+53,237 (+16%)
Value$19.4M (+$2.6M)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares374,245 from 352,222
Change+22,023 (+6%)
Value$18.8K (-$17.7M)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares373,217 from 302,211
Change+71,006 (+24%)
Value$18.7M (+$3.5M)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares369,497 from 378,844
Change-9,347 (-2%)
Value$18.6M (-$537.5K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares365,265 from 351,027
Change+14,238 (+4%)
Value$18.3M (+$651.7K)
Filed 2026-11-04
Macco Financial Group, Inc.
INCREASED
Shares363,704 from 347,222
Change+16,482 (+5%)
Value$18.3M (+$765.1K)
Filed 2026-11-05
Palatine Hill Wealth Management, LLC
INCREASED
Shares354,051 from 313,976
Change+40,075 (+13%)
Value$17.8M (+$2.0M)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares338,249 from 344,497
Change-6,248 (-2%)
Value$17.0M (-$375.7K)
Filed 2026-10-28
Rodgers & Associates, LTD
DECREASED
Shares338,030 from 349,364
Change-11,334 (-3%)
Value$17.0M (-$632.0K)
Filed 2026-10-20
Probity Advisors, Inc.
INCREASED
Shares329,025 from 320,953
Change+8,072 (+3%)
Value$16.5M (+$347.5K)
Filed 2026-10-23
Clear Retirement Advice LLC
INCREASED
Shares311,958 from 308,661
Change+3,297 (+1%)
Value$15.7M (+$110.0K)
Filed 2026-10-22
Pecaut & Co.
INCREASED
Shares305,059 from 298,409
Change+6,650 (+2%)
Value$15.3M (+$280.2K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
DECREASED
Shares304,861 from 309,462
Change-4,601 (-1%)
Value$15.3M (-$286.7K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares298,183 from 245,506
Change+52,677 (+21%)
Value$15.0M (+$2.6M)
Filed 2026-10-14
Navigation Group, LLC
INCREASED
Shares298,045 from 297,091
Change+954 (+0%)
Value$15.0M (-$5.6K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares293,187 from 313,282
Change-20,095 (-6%)
Value$14.7M (-$1.1M)
Filed 2026-11-04
Reston Wealth Management LLC
DECREASED
Shares292,958 from 331,834
Change-38,876 (-12%)
Value$14.7M (-$2.0M)
Filed 2026-10-29
Horizon Financial Services, LLC
INCREASED
Shares291,057 from 282,447
Change+8,610 (+3%)
Value$14.6M (+$381.4K)
Filed 2026-11-04
Kagan Cocozza Asset Management
INCREASED
Shares288,848 from 280,223
Change+8,625 (+3%)
Value$14.5M (+$382.6K)
Filed 2026-10-19
O'Connor Financial Group LLC
INCREASED
Shares287,500 from 286,052
Change+1,448 (+1%)
Value$14.4M (+$21.2K)
Filed 2026-10-26
Dorval Corp
INCREASED
Shares283,641 from 281,499
Change+2,142 (+1%)
Value$14.2M (+$56.9K)
Filed 2026-10-29
Verus Capital Partners, LLC
INCREASED
Shares283,099 from 271,188
Change+11,911 (+4%)
Value$14.2M (+$549.2K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares281,466 from 297,708
Change-16,242 (-5%)
Value$14.1M (-$869.1K)
Filed 2026-10-22
Waller Financial Planning Group, Inc
DECREASED
Shares276,043 from 276,793
Change-750 (0%)
Value$13.9M (-$87.5K)
Filed 2026-10-07
Montz Harcus Wealth Management LLC
INCREASED
Shares272,413 from 256,456
Change+15,957 (+6%)
Value$13.7M (+$755.0K)
Filed 2026-10-09
Optima Capital LLC
INCREASED
Shares270,486 from 232,194
Change+38,292 (+16%)
Value$13.6M (+$1.9M)
Filed 2026-10-29
Boltwood Capital Management
DECREASED
Shares270,470 from 273,455
Change-2,985 (-1%)
Value$13.6M (-$199.1K)
Filed 2026-10-02
Sage Advisory Services, Ltd.Co.
DECREASED
Shares261,262 from 290,047
Change-28,785 (-10%)
Value$13.1M (-$1.5M)
Filed 2026-10-29
Delta Wealth Advisors LLC
INCREASED
Shares260,918 from 257,524
Change+3,394 (+1%)
Value$13.1M (+$124.1K)
Filed 2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED
Shares260,505 from 236,479
Change+24,026 (+10%)
Value$13.1M (+$1.2M)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares259,339 from 285,325
Change-25,986 (-9%)
Value$13.0M (-$1.4M)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
INCREASED
Shares259,211 from 252,199
Change+7,012 (+3%)
Value$13.0M (+$306.6K)
Filed 2026-10-20
Smart Wealth LLC
INCREASED
Shares258,334 from 125,434
Change+132,900 (+106%)
Value$13.0M (+$6.7M)
Filed 2026-11-04
Rosenberg Matthew Hamilton
DECREASED
Shares258,304 from 259,321
Change-1,017 (0%)
Value$13.0M (-$97.7K)
Filed 2026-10-05
NovaPoint Capital, LLC
DECREASED
Shares254,452 from 256,023
Change-1,571 (-1%)
Value$12.8M (-$125.0K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares254,166 from 220,493
Change+33,673 (+15%)
Value$12.8M (+$1.7M)
Filed 2026-10-26
Henderson Brothers Financial Partners, LLC
INCREASED
Shares254,033 from 250,263
Change+3,770 (+2%)
Value$12.8M (+$144.2K)
Filed 2026-11-03
Leslie Global Wealth, LLC
INCREASED
Shares251,259 from 243,250
Change+8,009 (+3%)
Value$12.6M (+$358.3K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares250,669 from 207,325
Change+43,344 (+21%)
Value$12.6M (+$2.1M)
Filed 2026-10-26
Aquire Wealth Advisors, LLC
DECREASED
Shares249,603 from 260,566
Change-10,963 (-4%)
Value$12.5M (-$597.4K)
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares243,581 from 237,189
Change+6,392 (+3%)
Value$12.2M (+$278.2K)
Filed 2026-11-05
True Blue Financial, LLC
INCREASED
Shares242,688 from 166,870
Change+75,818 (+45%)
Value$12.2M (+$3.8M)
Filed 2026-10-15
Financial Planning Fort Collins, LLC
INCREASED
Shares242,423 from 238,847
Change+3,576 (+2%)
Value$12.2M (+$208.2K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares239,208 from 239,555
Change-347 (0%)
Value$12.0M (-$60.5K)
Filed 2026-10-28
Marathon Strategic Advisors, LLC
DECREASED
Shares237,129 from 242,827
Change-5,698 (-2%)
Value$11.9M (-$329.8K)
Filed 2026-10-20
Salomon & Ludwin, LLC
INCREASED
Shares228,195 from 212,790
Change+15,405 (+7%)
Value$11.5M (+$705.5K)
Filed 2026-10-29
Spartan Planning & Wealth Management
INCREASED
Shares225,221 from 185,548
Change+39,673 (+21%)
Value$11.3M (+$2.0M)
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares223,307 from 170,271
Change+53,036 (+31%)
Value$11.2M (+$2.6M)
Filed 2026-11-05
Amicus Financial Advisors, LLC
DECREASED
Shares222,917 from 233,908
Change-10,991 (-5%)
Value$11.2M (-$594.0K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares221,620 from 225,582
Change-3,962 (-2%)
Value$11.1M (-$239.5K)
Filed 2026-10-29
Wrenne Financial Planning LLC
INCREASED
Shares215,009 from 213,495
Change+1,514 (+1%)
Value$10.8M (+$37.6K)
Filed 2026-10-30
New England Capital Financial Advisors LLC
DECREASED
Shares213,672 from 214,550
Change-878 (0%)
Value$10.7M (-$82.7K)
Filed 2026-11-03
Xena Financial Planning, LLC
INCREASED
Shares211,187 from 210,482
Change+705 (+0%)
Value$10.6M (-$2.5K)
Filed 2026-10-13
Partnership Wealth Management, LLC
DECREASED
Shares210,736 from 218,092
Change-7,356 (-3%)
Value$10.6M (-$408.6K)
Filed 2026-10-05
Brown Financial Advisory
INCREASED
Shares206,932 from 206,062
Change+870 (+0%)
Value$10.4M (+$6.6K)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares205,352 from 202,411
Change+2,941 (+1%)
Value$10.3M (+$111.2K)
Filed 2026-10-28
Security Financial Services, Inc.
INCREASED
Shares204,671 from 196,270
Change+8,401 (+4%)
Value$10.3M (+$386.5K)
Filed 2026-10-29
Bensler, LLC
INCREASED
Shares204,211 from 189,528
Change+14,683 (+8%)
Value$10.3M (+$703.1K)
Filed 2026-11-05
Legacy Solutions, LLC
INCREASED
Shares198,997 from 197,021
Change+1,976 (+1%)
Value$10.0M (+$63.8K)
Filed 2026-10-07
IFS Advisors, LLC
INCREASED
Shares191,930 from 189,548
Change+2,382 (+1%)
Value$9.6M (+$85.5K)
Filed 2026-10-14
Fortitude Financial, LLC
INCREASED
Shares190,267 from 169,276
Change+20,991 (+12%)
Value$9.6M (+$1.0M)
Filed 2026-10-19
Orin Green Financial, LLC
DECREASED
Shares190,193 from 196,823
Change-6,630 (-3%)
Value$9.5M (-$368.3K)
Filed 2026-10-19
Integrated Capital Management, Inc.
DECREASED
Shares188,815 from 196,927
Change-8,112 (-4%)
Value$9.5M (-$442.7K)
Filed 2026-10-09
Bay Capital Advisors, LLC
INCREASED
Shares182,855 from 182,385
Change+470 (+0%)
Value$9.2M (-$9.2K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares181,758 from 181,509
Change+249 (+0%)
Value$9.1M (-$20.2K)
Filed 2026-10-08
Sherman Wealth Management LLC
INCREASED
Shares180,699 from 167,877
Change+12,822 (+8%)
Value$9.1M (+$613.5K)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares180,099 from 171,087
Change+9,012 (+5%)
Value$9.0M (+$421.7K)
Filed 2026-10-29
Aire Advisors, LLC
DECREASED
Shares179,125 from 184,448
Change-5,323 (-3%)
Value$9.0M (-$300.5K)
Filed 2026-10-22
Financial Advisory Partners, LLC
INCREASED
Shares177,832 from 171,356
Change+6,476 (+4%)
Value$8.9M (+$294.3K)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares171,068 from 170,740
Change+328 (+0%)
Value$8.6M (-$14.2K)
Filed 2026-10-22
Trek Financial, LLC
INCREASED
Shares168,134 from 4,165
Change+163,969 (+3937%)
Value$8.4M (+$8.2M)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
DECREASED
Shares165,188 from 166,193
Change-1,005 (-1%)
Value$8.3M (+$87.5K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
DECREASED
Shares164,464 from 165,020
Change-556 (0%)
Value$8.3M (-$57.6K)
Filed 2026-10-28
Optimist Retirement Group LLC
DECREASED
Shares163,142 from 164,804
Change-1,662 (-1%)
Value$8.2M (-$113.1K)
Filed 2026-10-30
Diligent Investors, LLC
INCREASED
Shares158,768 from 158,189
Change+579 (+0%)
Value$8.0M (+$598)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares158,764 from 123,373
Change+35,391 (+29%)
Value$8.0M (+$1.8M)
Filed 2026-10-13
Midwest Financial Network, LLC
INCREASED
Shares156,942 from 71,656
Change+85,286 (+119%)
Value$7.9M (+$4.3M)
Filed 2026-10-13
Aerodigm Wealth, LLC
DECREASED
Shares153,758 from 154,240
Change-482 (0%)
Value$7.7M (-$52.0K)
Filed 2026-10-16
Benchmark Financial, LLC
INCREASED
Shares152,954 from 148,127
Change+4,827 (+3%)
Value$7.7M (+$215.7K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares152,218 from 50,851
Change+101,367 (+199%)
Value$7.6M (+$5.1M)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares149,670 from 126,205
Change+23,465 (+19%)
Value$7.5M (+$1.2M)
Filed 2026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED
Shares145,842 from 150,423
Change-4,581 (-3%)
Value$7.3M (-$257.1K)
Filed 2026-10-20
Sheets Smith Wealth Management
DECREASED
Shares143,772 from 146,558
Change-2,786 (-2%)
Value$7.2M (-$166.3K)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares143,065 from 152,322
Change-9,257 (-6%)
Value$7.2M (-$492.2K)
Filed 2026-10-13
TCP Asset Management, LLC
DECREASED
Shares141,233 from 161,506
Change-20,273 (-13%)
Value$7.1M (-$1.0M)
Filed 2026-10-14
Wilkins Miller Wealth Management, LLC
INCREASED
Shares140,248 from 139,886
Change+362 (+0%)
Value$7.0M (-$7.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares137,874 from 131,460
Change+6,414 (+5%)
Value$7.0M (+$384.2K)
Filed 2026-10-22
Smith Thornton Advisors LLC
INCREASED
Shares137,814 from 132,394
Change+5,420 (+4%)
Value$6.9M (+$371.4K)
Filed 2026-10-16
Convergence Financial, LLC
DECREASED
Shares137,564 from 275,024
Change-137,460 (-50%)
Value$6.9M (-$7.0M)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares137,306 from 138,105
Change-799 (-1%)
Value$6.9M (-$65.0K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares134,648 from 194,770
Change-60,122 (-31%)
Value$6.8M (-$3.0M)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares132,709 from 105,935
Change+26,774 (+25%)
Value$6.7M (+$1.3M)
Filed 2026-10-07
Vested Financial Planning, LLC
DECREASED
Shares131,357 from 151,131
Change-19,774 (-13%)
Value$6.6M (-$1.0M)
Filed 2026-10-28
Novem Group
DECREASED
Shares131,264 from 153,375
Change-22,111 (-14%)
Value$6.6M (-$1.1M)
Filed 2026-10-19
Occidental Asset Management, LLC
DECREASED
Shares128,156 from 129,662
Change-1,506 (-1%)
Value$6.4M (-$99.0K)
Filed 2026-11-05
Montis Financial, LLC
DECREASED
Shares125,899 from 127,107
Change-1,208 (-1%)
Value$6.3M (-$83.6K)
Filed 2026-11-04
SYM Financial Corp
DECREASED
Shares125,523 from 125,776
Change-253 (0%)
Value$6.3M (-$35.3K)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares125,500 from 100,882
Change+24,618 (+24%)
Value$6.3M (+$1.2M)
Filed 2026-10-09
Founders Financial Securities LLC
NEW
Shares124,887
Change+124,887
Value$6.3M
Filed 2026-10-28
Cabot Wealth Management Inc
INCREASED
Shares124,307 from 116,463
Change+7,844 (+7%)
Value$6.2M (+$372.9K)
Filed 2026-11-05
Hughes Financial Services, LLC
DECREASED
Shares123,809 from 124,710
Change-901 (-1%)
Value$6.2M (-$87.5K)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares123,277 from 83,292
Change+39,985 (+48%)
Value$6.2M (+$2.0M)
Filed 2026-10-28
Ervin Investment Management, LLC
INCREASED
Shares122,150 from 120,510
Change+1,640 (+1%)
Value$6.1M (+$60.7K)
Filed 2026-10-23
BayBridge Capital Group, LLC
DECREASED
Shares120,665 from 160,936
Change-40,271 (-25%)
Value$6.1M (-$2.1M)
Filed 2026-10-13
Valpey Financial Services, LLC
DECREASED
Shares120,320 from 120,657
Change-337 (0%)
Value$6.0M (-$38.7K)
Filed 2026-10-30
FDx Advisors, Inc.
DECREASED
Shares117,348 from 125,711
Change-8,363 (-7%)
Value$5.9K (-$6.3M)
Filed 2026-11-05
Northwest Wealth Advisors, LLC
INCREASED
Shares116,507 from 102,944
Change+13,563 (+13%)
Value$5.8M (+$662.5K)
Filed 2026-11-02
Weitzel Financial Services, Inc.
INCREASED
Shares116,350 from 108,695
Change+7,655 (+7%)
Value$5.9M (+$432.8K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares113,850 from 111,040
Change+2,810 (+3%)
Value$5.7M (+$121.1K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares110,375 from 110,375
Change0 (0%)
Value$5.5M (-$19.9K)
Filed 2026-10-05
Towercrest Capital Management
DECREASED
Shares109,621 from 117,680
Change-8,059 (-7%)
Value$5.5M (-$425.8K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
DECREASED
Shares106,556 from 108,091
Change-1,535 (-1%)
Value$5.4M (-$44.6K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares105,607 from 83,187
Change+22,420 (+27%)
Value$5.3M (+$1.1M)
Filed 2026-10-16
Norway Savings Bank
INCREASED
Shares105,585 from 103,186
Change+2,399 (+2%)
Value$5.3M (+$101.9K)
Filed 2026-10-20
DeDora Capital, Inc.
UNCHANGED
Shares104,837 from 104,837
Change0 (0%)
Value$5.3M (-$18.9K)
Filed 2026-10-26
International Private Wealth Advisors LLC
INCREASED
Shares104,097 from 97,716
Change+6,381 (+7%)
Value$5.2M (+$302.8K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares103,974 from 46,998
Change+56,976 (+121%)
Value$5.2M (+$2.9M)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares103,022 from 111,285
Change-8,263 (-7%)
Value$5.2M (-$434.9K)
Filed 2026-10-28
Aspetuck Financial Management LLC
DECREASED
Shares102,689 from 105,510
Change-2,821 (-3%)
Value$5.2M (-$160.6K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares101,915 from 105,590
Change-3,675 (-3%)
Value$5.1M (-$203.5K)
Filed 2026-11-03
QP Wealth Management, LLC
INCREASED
Shares100,631 from 99,438
Change+1,193 (+1%)
Value$5.1M (+$42.0K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares100,103 from 100,769
Change-666 (-1%)
Value$5.0M (-$51.6K)
Filed 2026-10-06
Sowell Financial Services LLC
INCREASED
Shares98,856 from 76,051
Change+22,805 (+30%)
Value$5.0M (+$1.1M)
Filed 2026-10-23
G&S Capital LLC
INCREASED
Shares98,302 from 92,587
Change+5,715 (+6%)
Value$4.9M (+$270.3K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares97,471 from 95,501
Change+1,970 (+2%)
Value$4.9M (+$81.7K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares97,134 from 84,067
Change+13,067 (+16%)
Value$4.9M (+$641.0K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares96,383 from 68,834
Change+27,549 (+40%)
Value$4.8M (+$1.4M)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares94,440 from 2,161,356
Change-2,066,916 (-96%)
Value$4.7M (-$104.2M)
Filed 2026-10-21
Financial Insights, Inc.
DECREASED
Shares93,488 from 93,637
Change-149 (0%)
Value$4.7M (-$24.4K)
Filed 2026-10-27
Mccarter Private Wealth Services LLC
INCREASED
Shares93,140 from 89,878
Change+3,262 (+4%)
Value$4.7M (+$147.6K)
Filed 2026-10-22
TBH Global Asset Management, LLC
INCREASED
Shares92,105 from 66,500
Change+25,605 (+39%)
Value$4.8M (+$1.5M)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares91,254 from 83,777
Change+7,477 (+9%)
Value$4.6M (+$360.3K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares91,115 from 89,452
Change+1,663 (+2%)
Value$4.6M (+$67.4K)
Filed 2026-10-19
Range Financial Group LLC
DECREASED
Shares90,794 from 94,701
Change-3,907 (-4%)
Value$4.6M (-$213.2K)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares90,471 from 95,123
Change-4,652 (-5%)
Value$4.5M (-$250.7K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares90,029 from 90,755
Change-726 (-1%)
Value$4.5M (-$52.8K)
Filed 2026-11-04
Richmond Investment Services, LLC
DECREASED
Shares89,919 from 90,283
Change-364 (0%)
Value$4.5M (-$34.5K)
Filed 2026-10-29
Cooksen Wealth, LLC
INCREASED
Shares89,349 from 87,309
Change+2,040 (+2%)
Value$4.5M (+$66.2K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
INCREASED
Shares88,932 from 73,830
Change+15,102 (+20%)
Value$4.5M (+$745.0K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares88,930 from 89,801
Change-871 (-1%)
Value$4.5M (-$59.9K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares88,649 from 93,707
Change-5,058 (-5%)
Value$4.5M (-$270.8K)
Filed 2026-10-15
Paladin Wealth, LLC
DECREASED
Shares87,274 from 88,556
Change-1,282 (-1%)
Value$4.4M (-$80.3K)
Filed 2026-10-23
Towerpoint Wealth, LLC
DECREASED
Shares87,145 from 88,065
Change-920 (-1%)
Value$4.4M (-$62.0K)
Filed 2026-10-13
Yankcom Partnership
INCREASED
Shares86,823 from 86,755
Change+68 (+0%)
Value$4.4M (-$12.2K)
Filed 2026-10-15
Univest Financial Corp
DECREASED
Shares86,017 from 86,389
Change-372 (0%)
Value$4.3M (-$34.2K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares85,822 from 80,647
Change+5,175 (+6%)
Value$4.3M (+$245.3K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares84,972 from 84,662
Change+310 (+0%)
Value$4.3M (+$335)
Filed 2026-10-29
Steele Capital Management, Inc.
DECREASED
Shares84,775 from 85,458
Change-683 (-1%)
Value$4.3M (-$49.7K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
UNCHANGED
Shares84,488 from 84,488
Change0 (0%)
Value$4.2M (-$15.2K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares83,990 from 74,499
Change+9,491 (+13%)
Value$4.2M (+$463.1K)
Filed 2026-11-05
Bell Bank
INCREASED
Shares82,847 from 63,641
Change+19,206 (+30%)
Value$4.2M (+$952.9K)
Filed 2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED
Shares80,437 from 79,691
Change+746 (+1%)
Value$4.0M (+$23.1K)
Filed 2026-10-13
Alliance Wealth Management Group
DECREASED
Shares80,212 from 87,787
Change-7,575 (-9%)
Value$4.0M (-$396.1K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares80,069 from 80,312
Change-243 (0%)
Value$4.0M (-$26.6K)
Filed 2026-10-29
Eclectic Associates Inc
DECREASED
Shares80,007 from 86,197
Change-6,190 (-7%)
Value$4.0M (-$326.3K)
Filed 2026-10-09
Breachway Investments LLC
INCREASED
Shares79,037 from 78,461
Change+576 (+1%)
Value$4.0M (+$14.8K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares78,535 from 78,907
Change-372 (0%)
Value$3.9M (-$32.9K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares77,000 from 77,440
Change-440 (-1%)
Value$3.9M (-$36.0K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares76,011 from 66,732
Change+9,279 (+14%)
Value$3.8M (+$453.9K)
Filed 2026-10-15
Seven Hills Financial, LLC
NEW
Shares75,378
Change+75,378
Value$3.8M
Filed 2026-10-13
Equita Financial Network, Inc.
DECREASED
Shares75,277 from 75,543
Change-266 (0%)
Value$3.8M (-$27.0K)
Filed 2026-10-19
SkyOak Wealth, LLC
DECREASED
Shares74,577 from 76,708
Change-2,131 (-3%)
Value$3.7M (-$120.8K)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares72,740 from 72,928
Change-188 (0%)
Value$3.7M (-$22.6K)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares70,437 from 63,574
Change+6,863 (+11%)
Value$3.5M (+$333.1K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares68,639 from 67,791
Change+848 (+1%)
Value$3.4M (+$30.4K)
Filed 2026-10-20
21 West Wealth Management LLC
DECREASED
Shares68,113 from 69,603
Change-1,490 (-2%)
Value$3.4M (-$87.3K)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares67,881 from 66,131
Change+1,750 (+3%)
Value$3.4M (+$76.0K)
Filed 2026-10-28
Trinity Wealth Management, LLC
INCREASED
Shares67,800 from 65,190
Change+2,610 (+4%)
Value$3.4M (+$119.3K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares66,989 from 72,555
Change-5,566 (-8%)
Value$3.4M (-$292.5K)
Filed 2026-10-20
Puff Wealth Management, LLC
DECREASED
Shares64,948 from 86,360
Change-21,412 (-25%)
Value$3.3M (-$1.1M)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares64,818 from 65,136
Change-318 (0%)
Value$3.3M (-$27.7K)
Filed 2026-11-03
Enclave Advisors LLC
INCREASED
Shares64,793 from 53,432
Change+11,361 (+21%)
Value$3.3M (+$560.8K)
Filed 2026-10-14
Northwest Wealth Management, LLC
DECREASED
Shares62,742 from 64,203
Change-1,461 (-2%)
Value$3.2M (-$84.9K)
Filed 2026-10-30
Virtue Capital Management, LLC
DECREASED
Shares62,102 from 66,732
Change-4,630 (-7%)
Value$3.1M (-$244.5K)
Filed 2026-10-29
Lunt Capital Management, Inc.
INCREASED
Shares62,072 from 62,030
Change+42 (+0%)
Value$3.1M (-$9.1K)
Filed 2026-10-30
Gainplan LLC
INCREASED
Shares61,557 from 55,519
Change+6,038 (+11%)
Value$3.1M (+$293.2K)
Filed 2026-10-09
Able Financial Group, LLC
INCREASED
Shares61,081 from 60,551
Change+530 (+1%)
Value$3.1M (+$15.7K)
Filed 2026-10-14
Baron Financial Group, LLC
INCREASED
Shares60,992 from 60,757
Change+235 (+0%)
Value$3.1M (+$863)
Filed 2026-10-09
FF Advisors,LLC
DECREASED
Shares60,170 from 60,546
Change-376 (-1%)
Value$3.0M (-$29.8K)
Filed 2026-10-21
Landmark Wealth Management, LLC
DECREASED
Shares59,663 from 61,101
Change-1,438 (-2%)
Value$3.0M (-$83.2K)
Filed 2026-11-03
Breakwater Investment Management
DECREASED
Shares59,130 from 64,453
Change-5,323 (-8%)
Value$3.0M (-$278.9K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
DECREASED
Shares59,111 from 67,862
Change-8,751 (-13%)
Value$3.0M (-$451.6K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares58,553 from 59,426
Change-873 (-1%)
Value$2.9M (-$54.5K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares58,048 from 56,673
Change+1,375 (+2%)
Value$2.9M (+$58.8K)
Filed 2026-10-28
Chicago Capital, LLC
UNCHANGED
Shares58,000 from 58,000
Change0 (0%)
Value$2.9M (-$10.4K)
Filed 2026-10-13
Stablepoint Partners, LLC
INCREASED
Shares57,991 from 51,218
Change+6,773 (+13%)
Value$2.9M (+$330.9K)
Filed 2026-11-03
Life Planning Partners, Inc
DECREASED
Shares57,755 from 67,750
Change-9,995 (-15%)
Value$2.9M (-$514.0K)
Filed 2026-10-28
Opus Capital Group, LLC
INCREASED
Shares57,175 from 56,850
Change+325 (+1%)
Value$2.9K (-$2.9M)
Filed 2026-10-30
Private Wealth Group, LLC
INCREASED
Shares55,777 from 52,122
Change+3,655 (+7%)
Value$2.8M (+$174.1K)
Filed 2026-10-19
Livet Wealth, LLC
UNCHANGED
Shares55,447 from 55,447
Change0 (0%)
Value$2.8M (-$10.0K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares54,773 from 54,662
Change+111 (+0%)
Value$2.7M (-$57.9K)
Filed 2026-10-15
Foronjy Financial LLC
INCREASED
Shares53,846 from 41,600
Change+12,246 (+29%)
Value$2.7M (+$607.4K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares53,511 from 56,817
Change-3,306 (-6%)
Value$2.7M (-$176.2K)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares52,854 from 52,854
Change0 (0%)
Value$2.7M (-$9.5K)
Filed 2026-10-20
Watershed Private Wealth LLC
DECREASED
Shares51,957 from 53,830
Change-1,873 (-3%)
Value$2.6M (-$103.7K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares51,531 from 42,530
Change+9,001 (+21%)
Value$2.6M (+$444.3K)
Filed 2026-10-30
Lockerman Financial Group, Inc.
INCREASED
Shares51,041 from 34,226
Change+16,815 (+49%)
Value$2.6M (+$838.1K)
Filed 2026-10-19
Sherman Asset Management, Inc.
DECREASED
Shares48,481 from 48,543
Change-62 (0%)
Value$2.4M (-$11.9K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares47,986 from 47,986
Change0 (0%)
Value$2.4M (-$8.6K)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares47,680 from 6,198
Change+41,482 (+669%)
Value$2.4M (+$2.1M)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares47,171 from 47,171
Change0 (0%)
Value$2.4M (-$8.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares47,062 from 42,182
Change+4,880 (+12%)
Value$2.4M (+$237.4K)
Filed 2026-10-23
Econ Financial Services Corp
DECREASED
Shares46,718 from 52,177
Change-5,459 (-10%)
Value$2.3M (-$283.5K)
Filed 2026-10-19
Clark Asset Management, LLC
INCREASED
Shares46,272 from 17,382
Change+28,890 (+166%)
Value$2.3M (+$1.4M)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
NEW
Shares46,008
Change+46,008
Value$2.3M
Filed 2026-11-02
TKG Advisors, LLC
INCREASED
Shares45,217 from 40,569
Change+4,648 (+11%)
Value$2.3M (+$226.0K)
Filed 2026-11-02
McNaughton Wealth Management, LLC
INCREASED
Shares45,086 from 43,678
Change+1,408 (+3%)
Value$2.3M (+$62.8K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
DECREASED
Shares44,692 from 46,369
Change-1,677 (-4%)
Value$2.2M (-$92.5K)
Filed 2026-10-19
Carroll Advisory Group, LLC
DECREASED
Shares44,455 from 47,141
Change-2,686 (-6%)
Value$2.2M (-$143.4K)
Filed 2026-10-16
Wedmont Private Capital
DECREASED
Shares43,372 from 48,654
Change-5,282 (-11%)
Value$2.2M (-$293.0K)
Filed 2026-10-09
Iron Financial LLC
DECREASED
Shares43,046 from 43,264
Change-218 (0%)
Value$2.2M (-$18.7K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
DECREASED
Shares42,803 from 43,168
Change-365 (-1%)
Value$2.1M (-$26.1K)
Filed 2026-10-14
Legacy Private Trust Co.
DECREASED
Shares41,977 from 42,115
Change-138 (0%)
Value$2.1M (-$14.5K)
Filed 2026-10-06
MCF Advisors LLC
UNCHANGED
Shares41,756 from 41,756
Change0 (0%)
Value$2.1M (-$7.5K)
Filed 2026-10-28
WealthPoint Financial, LLC
INCREASED
Shares41,658 from 35,888
Change+5,770 (+16%)
Value$2.1M (+$283.3K)
Filed 2026-11-03
Andrews Advisory Associates, LLC
DECREASED
Shares41,550 from 45,769
Change-4,219 (-9%)
Value$2.1M (-$220.1K)
Filed 2026-10-15
ACT Advisors, Llc.
DECREASED
Shares41,299 from 44,171
Change-2,872 (-6%)
Value$2.1M (-$152.2K)
Filed 2026-10-15
Bill Few Associates, Inc.
INCREASED
Shares40,834 from 40,448
Change+386 (+1%)
Value$2.1M (+$12.1K)
Filed 2026-10-09
Triad Wealth Partners, LLC
DECREASED
Shares40,064 from 41,787
Change-1,723 (-4%)
Value$2.0M (-$91.9K)
Filed 2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares39,760 from 36,684
Change+3,076 (+8%)
Value$2.0M (+$147.8K)
Filed 2026-11-03
Roan Capital Partners
INCREASED
Shares39,070 from 37,901
Change+1,169 (+3%)
Value$2.0M (+$51.9K)
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares38,630 from 38,456
Change+174 (+0%)
Value$1.9M (-$18.3K)
Filed 2026-10-13
Hibernia Wealth Partners, LLC
INCREASED
Shares38,447 from 36,901
Change+1,546 (+4%)
Value$1.9M (+$71.0K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares38,339 from 31,703
Change+6,636 (+21%)
Value$1.9M (+$327.5K)
Filed 2026-11-04
Black Diamond Financial, LLC
DECREASED
Shares37,362 from 37,445
Change-83 (0%)
Value$1.9M (-$10.9K)
Filed 2026-10-26
River Street Advisors LLC
INCREASED
Shares37,099 from 36,533
Change+566 (+2%)
Value$1.9M (+$21.8K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
INCREASED
Shares36,719 from 30,356
Change+6,363 (+21%)
Value$1.8M (+$316.1K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares36,599 from 43,830
Change-7,231 (-16%)
Value$1.8M (-$363.5K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
INCREASED
Shares36,170 from 11,138
Change+25,032 (+225%)
Value$1.8M (+$1.3M)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares36,066 from 30,692
Change+5,374 (+18%)
Value$1.8M (+$254.9K)
Filed 2026-10-20
Great Diamond Partners, LLC
INCREASED
Shares35,864 from 35,354
Change+510 (+1%)
Value$1.8M (+$19.2K)
Filed 2026-10-13
Eagle Strategies LLC
UNCHANGED
Shares35,688 from 35,688
Change0 (0%)
Value$1.8M (-$6.4K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares35,671 from 35,368
Change+303 (+1%)
Value$1.8M (+$8.8K)
Filed 2026-10-20
Fullerton Advisors, LLC
DECREASED
Shares35,312 from 35,468
Change-156 (0%)
Value$1.8M (-$14.2K)
Filed 2026-10-14
Wealthcare Capital Partners, LLC
INCREASED
Shares35,177 from 32,681
Change+2,496 (+8%)
Value$1.8M (+$119.4K)
Filed 2026-10-21
Howard Wealth Management, LLC
DECREASED
Shares35,070 from 35,731
Change-661 (-2%)
Value$1.8M (-$39.7K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares34,587 from 34,525
Change+62 (+0%)
Value$1.7M (+$9.5K)
Filed 2026-10-30
Idaho Trust Co
DECREASED
Shares34,330 from 44,894
Change-10,564 (-24%)
Value$1.7M (-$538.4K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
INCREASED
Shares34,093 from 33,319
Change+774 (+2%)
Value$1.7M (+$32.9K)
Filed 2026-10-20
Ridgewood Investments LLC
DECREASED
Shares34,007 from 36,516
Change-2,509 (-7%)
Value$1.7M (-$132.5K)
Filed 2026-10-05
Realta Investment Advisors
DECREASED
Shares33,935 from 36,822
Change-2,887 (-8%)
Value$1.7M (-$151.6K)
Filed 2026-10-14
True North Advisors, LLC
UNCHANGED
Shares33,820 from 33,820
Change0 (0%)
Value$1.7M (-$6.1K)
Filed 2026-10-22
USAdvisors Wealth Management, LLC
DECREASED
Shares33,819 from 34,113
Change-294 (-1%)
Value$1.7K (-$1.7M)
Filed 2026-10-21
October Effect Ltd
INCREASED
Shares33,789 from 29,345
Change+4,444 (+15%)
Value$1.7M (+$217.9K)
Filed 2026-10-20
Altrius Capital Management Inc
INCREASED
Shares33,415 from 32,312
Change+1,103 (+3%)
Value$1.7M (+$49.6K)
Filed 2026-11-05
Corda Investment Management, Llc.
DECREASED
Shares33,322 from 33,531
Change-209 (-1%)
Value$1.7M (-$16.5K)
Filed 2026-10-22
Aegis Wealth Management, Inc.
INCREASED
Shares33,038 from 24,454
Change+8,584 (+35%)
Value$1.7M (+$426.6K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares32,721 from 32,122
Change+599 (+2%)
Value$1.6M (+$24.3K)
Filed 2026-11-05
Goldstein Advisors, LLC
INCREASED
Shares32,562 from 32,058
Change+504 (+2%)
Value$1.6M (+$19.5K)
Filed 2026-10-15
Tannin Capital LLC
INCREASED
Shares32,426 from 27,785
Change+4,641 (+17%)
Value$1.6M (+$228.0K)
Filed 2026-11-05
Laurel Wealth Planning LLC
DECREASED
Shares32,343 from 34,318
Change-1,975 (-6%)
Value$1.6M (-$105.4K)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares32,327 from 33,457
Change-1,130 (-3%)
Value$1.6M (-$62.8K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares31,522 from 30,283
Change+1,239 (+4%)
Value$1.6M (+$56.7K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares31,476 from 32,002
Change-526 (-2%)
Value$1.6M (-$32.2K)
Filed 2026-10-19
Keystone Wealth Services, LLC
DECREASED
Shares31,398 from 31,440
Change-42 (0%)
Value$1.6M (+$4.2K)
Filed 2026-11-03
Bison Wealth, LLC
DECREASED
Shares30,672 from 33,023
Change-2,351 (-7%)
Value$1.5M (-$154.8K)
Filed 2026-10-13
Phillips Financial Management, LLC
UNCHANGED
Shares30,419 from 30,419
Change0 (0%)
Value$1.5M (-$5.5K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares29,960 from 21,046
Change+8,914 (+42%)
Value$1.5M (+$443.8K)
Filed 2026-10-27
Detalus Advisors, LLC
DECREASED
Shares29,262 from 30,157
Change-895 (-3%)
Value$1.5M (-$50.4K)
Filed 2026-10-15
Vericrest Private Wealth
UNCHANGED
Shares28,839 from 28,839
Change0 (0%)
Value$1.4M (-$5.2K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares28,819
Change+28,819
Value$1.4M
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares28,634 from 24,811
Change+3,823 (+15%)
Value$1.4M (+$187.5K)
Filed 2026-11-05
Sterling Wealth Management, Inc.
DECREASED
Shares28,505 from 32,378
Change-3,873 (-12%)
Value$1.4M (-$200.3K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares28,243 from 11,244
Change+16,999 (+151%)
Value$1.4M (+$851.5K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares28,065 from 38,916
Change-10,851 (-28%)
Value$1.4M (-$551.9K)
Filed 2026-10-21
Peirce Capital Management, LLC
DECREASED
Shares27,446 from 27,760
Change-314 (-1%)
Value$1.4M (-$20.8K)
Filed 2026-10-19
Seneca Financial Advisors LLC
UNCHANGED
Shares27,361 from 27,361
Change0 (0%)
Value$1.4M (-$4.9K)
Filed 2026-10-28
Advisors Management Group Inc
DECREASED
Shares26,789 from 27,764
Change-975 (-4%)
Value$1.3K (-$1.4M)
Filed 2026-11-05
American Institute for Advanced Investment Management, LLP
INCREASED
Shares26,495 from 25,877
Change+618 (+2%)
Value$1.3M (+$26.4K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares26,183 from 26,183
Change0 (0%)
Value$1.3M (-$4.7K)
Filed 2026-11-05
Penobscot Wealth Management
DECREASED
Shares26,151 from 26,713
Change-562 (-2%)
Value$1.3M (-$33.0K)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares25,779 from 24,027
Change+1,752 (+7%)
Value$1.3M (+$65.9K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares25,541 from 26,238
Change-697 (-3%)
Value$1.3M (-$39.7K)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares25,512 from 25,626
Change-114 (0%)
Value$1.3M (-$10.3K)
Filed 2026-10-27
IFG Advisors, LLC
DECREASED
Shares25,372 from 26,548
Change-1,176 (-4%)
Value$1.3M (-$63.8K)
Filed 2026-10-15
GLR Partners, LLC
DECREASED
Shares25,074 from 25,254
Change-180 (-1%)
Value$1.3M (-$13.6K)
Filed 2026-11-04
rebel Financial LLC
DECREASED
Shares24,800 from 93,759
Change-68,959 (-74%)
Value$1.2M (-$3.5M)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
INCREASED
Shares24,494 from 24,362
Change+132 (+1%)
Value$1.2M (+$2.2K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares24,298 from 56,054
Change-31,756 (-57%)
Value$1.2M (-$1.6M)
Filed 2026-11-05
Gilpin Wealth Management, LLC
DECREASED
Shares24,010 from 24,075
Change-65 (0%)
Value$1.2M (-$7.6K)
Filed 2026-10-09
SFG Wealth Management, Llc.
INCREASED
Shares23,728 from 23,258
Change+470 (+2%)
Value$1.2M (+$19.4K)
Filed 2026-10-23
Bokf, NA
UNCHANGED
Shares23,597 from 23,597
Change0 (0%)
Value$1.2M (-$4.2K)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares23,291 from 24,348
Change-1,057 (-4%)
Value$1.2M (-$57.5K)
Filed 2026-11-04
Sanchez Wealth Management Group
DECREASED
Shares23,287 from 319,517
Change-296,230 (-93%)
Value$1.2M (-$14.9M)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares23,273 from 23,577
Change-304 (-1%)
Value$1.2M (-$19.5K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
DECREASED
Shares22,916 from 27,846
Change-4,930 (-18%)
Value$1.2M (-$252.5K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares22,891
Change+22,891
Value$1.1M
Filed 2026-10-28
Howard Financial Services, Ltd.
INCREASED
Shares22,730 from 22,437
Change+293 (+1%)
Value$1.1M (+$10.7K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares21,741 from 21,975
Change-234 (-1%)
Value$1.1M (-$15.7K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares21,683 from 18,776
Change+2,907 (+15%)
Value$1.1M (+$142.6K)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares21,314 from 21,237
Change+77 (+0%)
Value$1.1M (+$44)
Filed 2026-11-05
Integris Wealth Management, LLC
INCREASED
Shares21,305 from 20,705
Change+600 (+3%)
Value$1.1M (+$26.4K)
Filed 2026-10-14
Pacifica Partners Inc.
INCREASED
Shares21,116 from 18,741
Change+2,375 (+13%)
Value$1.1M (+$115.4K)
Filed 2026-10-09
Destiny Capital Corp
UNCHANGED
Shares20,843 from 20,843
Change0 (0%)
Value$1.0M (-$3.8K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares20,508 from 25,713
Change-5,205 (-20%)
Value$1.0M (-$266.0K)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
DECREASED
Shares20,480 from 20,580
Change-100 (0%)
Value$1.0M (-$8.7K)
Filed 2026-10-29
Redwood Financial Network Corp
INCREASED
Shares20,455 from 20,063
Change+392 (+2%)
Value$1.0M (+$16.1K)
Filed 2026-11-03
KFG LLC
NEW
Shares20,377
Change+20,377
Value$1.0M
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares20,364 from 21,454
Change-1,090 (-5%)
Value$1.0M (-$58.6K)
Filed 2026-11-05
Pacific Park Financial, Inc.
INCREASED
Shares20,185 from 15,136
Change+5,049 (+33%)
Value$1.0M (+$250.8K)
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares20,086 from 20,086
Change0 (0%)
Value$1.0M (-$3.6K)
Filed 2026-11-04
SeedSafe Financial LLC
DECREASED
Shares19,999 from 20,425
Change-426 (-2%)
Value$1.0M (-$24.8K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares19,888 from 19,946
Change-58 (0%)
Value$998.6K (-$6.5K)
Filed 2026-10-22
Allen Capital Group, LLC
DECREASED
Shares19,851 from 20,158
Change-307 (-2%)
Value$996.7K (-$19.0K)
Filed 2026-10-27
Uptown Financial Advisors LLC
DECREASED
Shares19,809 from 20,066
Change-257 (-1%)
Value$994.6K (-$16.5K)
Filed 2026-10-15
Apollon Financial, LLC
INCREASED
Shares19,752 from 19,685
Change+67 (+0%)
Value$991.7K (-$183)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares19,167 from 18,808
Change+359 (+2%)
Value$962.4K (+$14.6K)
Filed 2026-11-05
FWG Investments, Llc.
DECREASED
Shares18,978 from 19,634
Change-656 (-3%)
Value$952.9K (-$36.5K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares18,713 from 17,994
Change+719 (+4%)
Value$468.1K (+$34.6K)
Filed 2026-10-08
Wealth Advisors Northwest LLC
DECREASED
Shares18,606 from 21,534
Change-2,928 (-14%)
Value$934.2K (-$150.9K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares18,298 from 34,698
Change-16,400 (-47%)
Value$905.5K (-$843.0K)
Filed 2026-10-23
Professional Financial Advisors, LLC
DECREASED
Shares18,172 from 18,321
Change-149 (-1%)
Value$912.4K (-$10.8K)
Filed 2026-10-13
Tlwm
INCREASED
Shares18,121 from 17,879
Change+242 (+1%)
Value$909.9K (+$8.9K)
Filed 2026-10-09
Gateway Investment Advisers LLC
UNCHANGED
Shares18,076 from 18,076
Change0 (0%)
Value$907.6K (-$3.3K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares18,062 from 18,062
Change0 (0%)
Value$910.1K ($0)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares18,061 from 18,206
Change-145 (-1%)
Value$906.8K (-$10.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
DECREASED
Shares18,057 from 18,509
Change-452 (-2%)
Value$893 (-$927.1K)
Filed 2026-11-03
Absolute Capital Management, LLC
INCREASED
Shares17,917 from 15,604
Change+2,313 (+15%)
Value$899.6K (+$113.3K)
Filed 2026-10-16
Wiregrass Investment Management LLC
DECREASED
Shares17,843 from 17,880
Change-37 (0%)
Value$895.9K (-$5.1K)
Filed 2026-11-05
Schwallier Wealth Management LLC
DECREASED
Shares17,833 from 19,935
Change-2,102 (-11%)
Value$895.4K (-$109.2K)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares17,454 from 41,617
Change-24,163 (-58%)
Value$876.4K (-$1.2M)
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares17,261 from 17,521
Change-260 (-1%)
Value$866.7K (-$16.2K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares16,971 from 18,133
Change-1,162 (-6%)
Value$852.1K (-$61.6K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares16,968 from 14,908
Change+2,060 (+14%)
Value$852.0K (+$100.7K)
Filed 2026-10-21
Leverty Financial Group, LLC
DECREASED
Shares16,870 from 17,518
Change-648 (-4%)
Value$847.0K (-$35.7K)
Filed 2026-10-08
E6 Portfolios, LLC
DECREASED
Shares16,841 from 16,848
Change-7 (0%)
Value$845.6K (-$3.4K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
DECREASED
Shares16,730 from 18,741
Change-2,011 (-11%)
Value$840.0K (-$104.3K)
Filed 2026-10-05
Maia Wealth LLC
INCREASED
Shares16,666 from 16,566
Change+100 (+1%)
Value$836.8K (+$2.0K)
Filed 2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares16,608 from 15,369
Change+1,239 (+8%)
Value$833.9K (+$59.4K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares16,472 from 16,540
Change-68 (0%)
Value$808.1K (-$9.8K)
Filed 2026-10-27
SteelPeak Wealth, LLC
INCREASED
Shares16,462 from 12,760
Change+3,702 (+29%)
Value$826.5K (+$183.6K)
Filed 2026-10-16
South Shore Capital Advisors
INCREASED
Shares16,340 from 15,705
Change+635 (+4%)
Value$820.4K (+$29.1K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares16,303 from 12,477
Change+3,826 (+31%)
Value$818.6K (+$189.9K)
Filed 2026-10-20
Kraft, Davis & Associates, LLC
INCREASED
Shares16,132 from 15,742
Change+390 (+2%)
Value$795.7K (+$15.8K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
DECREASED
Shares16,122 from 17,802
Change-1,680 (-9%)
Value$809.5K (-$87.5K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
UNCHANGED
Shares16,103 from 16,103
Change0 (0%)
Value$808.5K (-$2.9K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED
Shares16,050 from 16,050
Change0 (0%)
Value$805.9K (-$2.9K)
Filed 2026-10-19
Cornerstone Enterprises, LLC
NEW
Shares16,037
Change+16,037
Value$805.2K
Filed 2026-10-15
Acropolis Investment Management, LLC
UNCHANGED
Shares15,923 from 15,923
Change0 (0%)
Value$799.5K (-$2.9K)
Filed 2026-10-08
Wealthcare Capital Management LLC
INCREASED
Shares15,691 from 15,640
Change+51 (+0%)
Value$787.8K (-$255)
Filed 2026-10-21
Western Reserve Capital Management, LLC
INCREASED
Shares15,661 from 15,558
Change+103 (+1%)
Value$786.3K (+$2.4K)
Filed 2026-10-14
Stone Summit Wealth LLC
DECREASED
Shares15,548 from 16,919
Change-1,371 (-8%)
Value$780.7K (-$71.9K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares15,521 from 16,720
Change-1,199 (-7%)
Value$779.3K (-$63.2K)
Filed 2026-10-30
RMR Wealth Builders
UNCHANGED
Shares15,517 from 15,517
Change0 (0%)
Value$779.1K (-$2.8K)
Filed 2026-10-22
Cedar Point Capital Partners, LLC
INCREASED
Shares15,470 from 14,867
Change+603 (+4%)
Value$776.7K (+$27.6K)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares15,417 from 15,842
Change-425 (-3%)
Value$774.1K (-$24.2K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares15,228 from 16,804
Change-1,576 (-9%)
Value$764.6K (-$82.2K)
Filed 2026-10-16
Meredith Wealth Planning
NEW
Shares15,115
Change+15,115
Value$758.9K
Filed 2026-10-14
LVM Capital Management LTD
UNCHANGED
Shares15,100 from 15,100
Change0 (0%)
Value$758.2K (+$757.4K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares15,079 from 15,079
Change0 (0%)
Value$757.1K (-$2.7K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares15,010 from 13,429
Change+1,581 (+12%)
Value$753.7K (+$77.0K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares14,967 from 14,968
Change-1 (0%)
Value$751.5K (-$2.7K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED
Shares14,923 from 15,062
Change-139 (-1%)
Value$749.3K (-$9.7K)
Filed 2026-10-09
Upper Left Wealth Management, LLC
UNCHANGED
Shares14,837 from 14,837
Change0 (0%)
Value$745.0K (-$2.7K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares14,821 from 14,821
Change0 (0%)
Value$746.8K ($0)
Filed 2026-10-26
TopTier Wealth Management, LLC
INCREASED
Shares14,769 from 8,297
Change+6,472 (+78%)
Value$741.6K (+$323.5K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
DECREASED
Shares14,524 from 14,525
Change-1 (0%)
Value$729.3K (-$2.7K)
Filed 2026-10-08
Prospect Financial Group LLC
DECREASED
Shares14,476 from 14,742
Change-266 (-2%)
Value$726.8K (-$16.0K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares14,459 from 14,436
Change+23 (+0%)
Value$726.0K (-$1.4K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
NEW
Shares14,388
Change+14,388
Value$722.4K
Filed 2026-10-21
Yoder Wealth Management, Inc.
UNCHANGED
Shares14,300 from 14,300
Change0 (0%)
Value$718.0K (-$2.6K)
Filed 2026-10-13
Sharkey, Howes & Javer
DECREASED
Shares14,164 from 23,258
Change-9,094 (-39%)
Value$711.2K (-$460.8K)
Filed 2026-10-22
Fell Capital Management
INCREASED
Shares13,679 from 13,047
Change+632 (+5%)
Value$686.8K (+$29.4K)
Filed 2026-10-09
BCK Partners, Inc.
DECREASED
Shares13,659 from 13,794
Change-135 (-1%)
Value$685.8K (-$9.3K)
Filed 2026-10-23
Cypress Financial Planning LLC
INCREASED
Shares13,588 from 13,084
Change+504 (+4%)
Value$682.3K (+$23.0K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
DECREASED
Shares13,459 from 13,578
Change-119 (-1%)
Value$675.8K (-$8.4K)
Filed 2026-10-19
Portland Financial Advisors Inc
INCREASED
Shares13,429 from 10,574
Change+2,855 (+27%)
Value$674.3K (+$141.4K)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares13,425 from 11,725
Change+1,700 (+15%)
Value$674.1K (+$83.2K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares13,318 from 14,445
Change-1,127 (-8%)
Value$668.7K (-$59.2K)
Filed 2026-11-04
Belleair Asset Management, LLC
UNCHANGED
Shares13,291 from 13,291
Change0 (0%)
Value$667.3K (-$2.4K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares13,155 from 11,421
Change+1,734 (+15%)
Value$660.5K (+$85.0K)
Filed 2026-11-03
Shepherd Financial Partners LLC
UNCHANGED
Shares12,998 from 12,998
Change0 (0%)
Value$652.6K (-$2.3K)
Filed 2026-11-03
Evanson Financial, LLC
UNCHANGED
Shares12,997 from 12,997
Change0 (0%)
Value$652.6K (-$2.3K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares12,917 from 6,882
Change+6,035 (+88%)
Value$641.5K (+$296.7K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares12,890 from 12,890
Change0 (0%)
Value$647.2K (-$2.3K)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares12,861 from 12,861
Change0 (0%)
Value$645.8K (-$2.3K)
Filed 2026-10-30
Altus Wealth Group LLC
DECREASED
Shares12,801 from 12,976
Change-175 (-1%)
Value$642.7K (-$11.1K)
Filed 2026-10-20
Family Legacy, Inc.
DECREASED
Shares12,634 from 12,811
Change-177 (-1%)
Value$634.4K (-$11.2K)
Filed 2026-10-13
Quantum Financial Planning Services, Inc.
DECREASED
Shares12,634 from 12,693
Change-59 (0%)
Value$634.3K (-$5.2K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
DECREASED
Shares12,595 from 12,911
Change-316 (-2%)
Value$632.4K (-$18.1K)
Filed 2026-11-02
RF&L Wealth Management, LLC
INCREASED
Shares12,533 from 12,473
Change+60 (+0%)
Value$629.3K (+$768)
Filed 2026-10-20
Retirement Planning Group, LLC
INCREASED
Shares12,486 from 11,274
Change+1,212 (+11%)
Value$626.9K (+$58.8K)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares12,407 from 12,741
Change-334 (-3%)
Value$623.0K (-$19.1K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares12,310 from 11,462
Change+848 (+7%)
Value$619.6K (+$42.0K)
Filed 2026-11-02
One Wealth Capital Management, LLC
DECREASED
Shares12,201 from 17,703
Change-5,502 (-31%)
Value$612.6K (-$279.4K)
Filed 2026-10-23
DWM Financial Group, Inc.
NEW
Shares12,156
Change+12,156
Value$610.4K
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares12,146 from 12,148
Change-2 (0%)
Value$609.9K (-$2.3K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares12,106 from 11,734
Change+372 (+3%)
Value$607.9K (+$16.6K)
Filed 2026-10-15
Visionary Horizons, LLC
INCREASED
Shares12,101 from 11,339
Change+762 (+7%)
Value$607.6K (+$36.2K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares12,075 from 13,185
Change-1,110 (-8%)
Value$606.3K (-$58.1K)
Filed 2026-11-02
Burney Co/
UNCHANGED
Shares12,033 from 12,033
Change0 (0%)
Value$604.2K (-$2.2K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares12,020 from 14,509
Change-2,489 (-17%)
Value$604 (-$730.4K)
Filed 2026-10-22
USA Financial Formulas
NEW
Shares11,887
Change+11,887
Value$596.8K
Filed 2026-10-16
Gryphon Financial Partners LLC
UNCHANGED
Shares11,886 from 11,886
Change0 (0%)
Value$596.8K (-$2.1K)
Filed 2026-11-04
Cassilly Financial Group LLC
DECREASED
Shares11,850 from 12,762
Change-912 (-7%)
Value$595.0K (-$48.1K)
Filed 2026-10-07
Hurley Capital, LLC
INCREASED
Shares11,809 from 11,795
Change+14 (+0%)
Value$592.9K (-$1.4K)
Filed 2026-11-05
Brooklyn FI, LLC
INCREASED
Shares11,530 from 2,430
Change+9,100 (+374%)
Value$580.2K (+$458.9K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares11,408 from 12,696
Change-1,288 (-10%)
Value$572.8K (-$67.0K)
Filed 2026-11-02
4Wealth Advisors, Inc.
INCREASED
Shares11,360 from 11,051
Change+309 (+3%)
Value$574.7K (+$21.1K)
Filed 2026-10-13
Howard Capital Management Group, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$562.4K (-$2.0K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares11,170 from 8,493
Change+2,677 (+32%)
Value$560.9K (+$132.9K)
Filed 2026-10-16
Lincoln Capital Corp
INCREASED
Shares11,169 from 11,143
Change+26 (+0%)
Value$560.8K (-$701)
Filed 2026-10-13
Spinnaker Investment Group, LLC
INCREASED
Shares11,106 from 9,362
Change+1,744 (+19%)
Value$557.6K (+$85.9K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares10,986 from 11,138
Change-152 (-1%)
Value$551.6K (-$9.6K)
Filed 2026-10-06
Latitude Advisors, LLC
DECREASED
Shares10,982 from 13,853
Change-2,871 (-21%)
Value$551.4K (-$146.6K)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares10,974 from 11,082
Change-108 (-1%)
Value$551.0K (-$7.5K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares10,707 from 9,356
Change+1,351 (+14%)
Value$537.6K (+$66.2K)
Filed 2026-11-03
Legacy Advisors, LLC
NEW
Shares10,682
Change+10,682
Value$536.3K
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares10,418 from 10,166
Change+252 (+2%)
Value$523.1K (+$10.8K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares10,369 from 9,081
Change+1,288 (+14%)
Value$520.6K (+$63.0K)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares10,369 from 10,369
Change0 (0%)
Value$520.6K (-$1.9K)
Filed 2026-11-03
Delta Financial Advisors LLC
DECREASED
Shares10,270 from 11,020
Change-750 (-7%)
Value$515.7K (-$39.6K)
Filed 2026-10-27
Plan A Wealth LLC
DECREASED
Shares10,134 from 11,647
Change-1,513 (-13%)
Value$508.8K (-$78.1K)
Filed 2026-10-08
LVZ, Inc.
UNCHANGED
Shares10,112 from 10,112
Change0 (0%)
Value$507.7K (-$1.8K)
Filed 2026-10-20
May Hill Capital, LLC
UNCHANGED
Shares10,096 from 10,096
Change0 (0%)
Value$506.9K (-$1.8K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares10,032 from 11,985
Change-1,953 (-16%)
Value$503.7K (-$100.2K)
Filed 2026-10-28
Sensible Money, LLC
UNCHANGED
Shares10,011 from 10,011
Change0 (0%)
Value$502.6K (-$1.8K)
Filed 2026-10-20
Balentine LLC
INCREASED
Shares9,916 from 6,906
Change+3,010 (+44%)
Value$497.9K (+$149.9K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED
Shares9,862 from 8,939
Change+923 (+10%)
Value$495.2K (+$44.7K)
Filed 2026-10-23
Trust Co
INCREASED
Shares9,735 from 4,411
Change+5,324 (+121%)
Value$488.8K (+$266.5K)
Filed 2026-10-09
Signaturefd, LLC
DECREASED
Shares9,629 from 9,630
Change-1 (0%)
Value$483.5K (-$1.8K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares9,605 from 9,912
Change-307 (-3%)
Value$482.3K (-$17.2K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares9,603 from 9,510
Change+93 (+1%)
Value$482.2K (+$3.0K)
Filed 2026-10-28
TME Financial, Inc.
UNCHANGED
Shares9,535 from 9,535
Change0 (0%)
Value$478.7K (-$1.7K)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares9,490 from 5,704
Change+3,786 (+66%)
Value$476.5K (+$189.1K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares9,487 from 74,405
Change-64,918 (-87%)
Value$476.4K (-$3.3M)
Filed 2026-10-28
Almanack Investment Partners, Llc.
NEW
Shares9,425
Change+9,425
Value$473.2K
Filed 2026-11-03
MBL Wealth, LLC
UNCHANGED
Shares9,375 from 9,375
Change0 (0%)
Value$470.7K (-$1.7K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares9,309 from 7,011
Change+2,298 (+33%)
Value$467.4K (+$114.1K)
Filed 2026-10-28
Clarity Capital Advisors, LLC
UNCHANGED
Shares9,309 from 9,309
Change0 (0%)
Value$467.4K (-$1.7K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares9,302 from 9,160
Change+142 (+2%)
Value$467.1K (+$5.5K)
Filed 2026-10-14
Wealth Preservation Advisors, LLC
NEW
Shares9,262
Change+9,262
Value$465.0K
Filed 2026-11-05
Cutler Investment Counsel LLC
UNCHANGED
Shares9,178 from 9,178
Change0 (0%)
Value$460.8K (-$1.7K)
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares9,031 from 9,031
Change0 (0%)
Value$453.4K (-$1.6K)
Filed 2026-10-07
Leo Wealth, LLC
NEW
Shares8,989
Change+8,989
Value$451.4K
Filed 2026-10-26
MSH Capital Advisors LLC
UNCHANGED
Shares8,933 from 8,933
Change0 (0%)
Value$448.5K (-$1.6K)
Filed 2026-11-03
PDS Planning, Inc
NEW
Shares8,821
Change+8,821
Value$442.9K
Filed 2026-11-03
Kelly Financial Services LLC
INCREASED
Shares8,773 from 7,604
Change+1,169 (+15%)
Value$440.5K (+$57.3K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares8,736 from 8,740
Change-4 (0%)
Value$438.6K (-$1.8K)
Filed 2026-10-22
Veery Capital, LLC
DECREASED
Shares8,668 from 8,709
Change-41 (0%)
Value$435.2K (-$3.6K)
Filed 2026-10-07
Three Seasons Wealth, LLC
INCREASED
Shares8,552 from 8,101
Change+451 (+6%)
Value$429.4K (+$21.2K)
Filed 2026-11-03
First Horizon Corp
DECREASED
Shares8,468 from 8,488
Change-20 (0%)
Value$425.2K (-$2.5K)
Filed 2026-10-26
Shoker Investment Counsel, Inc.
INCREASED
Shares8,370 from 5,524
Change+2,846 (+52%)
Value$420.3K (+$141.9K)
Filed 2026-11-04
SLT Holdings LLC
NEW
Shares8,325
Change+8,325
Value$418.0K
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares8,306 from 8,682
Change-376 (-4%)
Value$417.0K (-$20.4K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
DECREASED
Shares8,296 from 8,484
Change-188 (-2%)
Value$416.5K (-$11.0K)
Filed 2026-10-13
Rockland Trust Co
NEW
Shares8,171
Change+8,171
Value$410.3K
Filed 2026-10-05
Onyx Bridge Wealth Group LLC
DECREASED
Shares8,137 from 10,419
Change-2,282 (-22%)
Value$408.6K (-$116.5K)
Filed 2026-10-16
Valen Private Capital, LLC
NEW
Shares8,042
Change+8,042
Value$403.8K
Filed 2026-10-23
Richard P Slaughter Associates Inc
DECREASED
Shares7,999 from 8,557
Change-558 (-7%)
Value$401.6K (-$29.5K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares7,997 from 7,305
Change+692 (+9%)
Value$401.5K (+$33.4K)
Filed 2026-10-29
Covenant Asset Management, LLC
NEW
Shares7,983
Change+7,983
Value$400.8K
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares7,939 from 8,694
Change-755 (-9%)
Value$398.6K (-$39.5K)
Filed 2026-10-22
Naples Global Advisors, LLC
UNCHANGED
Shares7,930 from 7,930
Change0 (0%)
Value$398.2K (-$1.4K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares7,901 from 7,556
Change+345 (+5%)
Value$396.7K (+$16.0K)
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares7,900 from 7,950
Change-50 (-1%)
Value$396.7K (-$3.9K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,827 from 7,667
Change+160 (+2%)
Value$393.0K (+$6.7K)
Filed 2026-10-27
MW Advisory, LLC
INCREASED
Shares7,809 from 6,846
Change+963 (+14%)
Value$392.1K (+$47.1K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
DECREASED
Shares7,801 from 7,956
Change-155 (-2%)
Value$391.7K (-$9.2K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
INCREASED
Shares7,774 from 7,614
Change+160 (+2%)
Value$390.3K (+$6.7K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares7,687 from 7,908
Change-221 (-3%)
Value$386.0K (-$12.5K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,670 from 7,642
Change+28 (+0%)
Value$385.2K (+$30)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares7,650 from 7,801
Change-151 (-2%)
Value$384.1K (-$9.0K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
DECREASED
Shares7,613 from 8,224
Change-611 (-7%)
Value$382.2K (-$32.2K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares7,595 from 8,476
Change-881 (-10%)
Value$381.3K (-$45.8K)
Filed 2026-10-22
Forza Wealth Management, LLC
UNCHANGED
Shares7,545 from 7,545
Change0 (0%)
Value$378.8K (-$1.4K)
Filed 2026-10-20
James Investment Research, Inc.
NEW
Shares7,538
Change+7,538
Value$378.5K
Filed 2026-10-22
Accel Wealth Management
DECREASED
Shares7,506 from 7,681
Change-175 (-2%)
Value$376.9K (-$10.2K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares7,460 from 4,108
Change+3,352 (+82%)
Value$374.6K (+$167.6K)
Filed 2026-10-22
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares7,459 from 7,459
Change0 (0%)
Value$374.5K (-$1.3K)
Filed 2026-10-14
Clarity Retirement & Wealth, LLC
INCREASED
Shares7,455 from 5,447
Change+2,008 (+37%)
Value$374.3K (+$99.8K)
Filed 2026-11-04
Old Second National Bank of Aurora
DECREASED
Shares7,437 from 7,627
Change-190 (-2%)
Value$373.4K (-$10.9K)
Filed 2026-10-22
A4 Wealth Advisors LLC
DECREASED
Shares7,367 from 7,996
Change-629 (-8%)
Value$369.9K (-$33.0K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares7,259 from 12,240
Change-4,981 (-41%)
Value$364.5K (-$252.3K)
Filed 2026-10-15
Armbruster Capital Management, Inc.
INCREASED
Shares7,208 from 7,002
Change+206 (+3%)
Value$361.9K (+$9.1K)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares7,108 from 13,689
Change-6,581 (-48%)
Value$359.2K (-$316.8K)
Filed 2026-10-09
Gibson Capital, LLC
UNCHANGED
Shares7,002 from 7,002
Change0 (0%)
Value$351.6K (-$1.3K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares6,980 from 6,953
Change+27 (+0%)
Value$350.5K (+$75)
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares6,964 from 7,125
Change-161 (-2%)
Value$346.5K (-$11.0K)
Filed 2026-10-20
J2 Capital Management Inc
INCREASED
Shares6,950 from 6,895
Change+55 (+1%)
Value$349.0K (+$1.5K)
Filed 2026-10-19
Moran Wealth Management, LLC
INCREASED
Shares6,940 from 6,092
Change+848 (+14%)
Value$348.5K (+$41.5K)
Filed 2026-10-22
Redw Wealth LLC
DECREASED
Shares6,897 from 7,158
Change-261 (-4%)
Value$346.3K (-$14.4K)
Filed 2026-11-02
Smith Salley Wealth Management
UNCHANGED
Shares6,880 from 6,880
Change0 (0%)
Value$345.4K (-$1.2K)
Filed 2026-11-03
Yoffe Investment Management, LLC
UNCHANGED
Shares6,841 from 6,841
Change0 (0%)
Value$343.5K (-$1.2K)
Filed 2026-11-02
Olio Financial Planning
DECREASED
Shares6,829 from 7,781
Change-952 (-12%)
Value$342.9K (-$49.2K)
Filed 2026-10-22
Nottingham Advisors, Inc.
DECREASED
Shares6,829 from 7,055
Change-226 (-3%)
Value$340.8K (-$5.4K)
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
DECREASED
Shares6,770 from 6,943
Change-173 (-2%)
Value$339.9K (-$9.9K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares6,759 from 6,724
Change+35 (+1%)
Value$341.7K (+$7.1K)
Filed 2026-10-09
Transce3nd, LLC
INCREASED
Shares6,716 from 6,373
Change+343 (+5%)
Value$334.6K (+$14.1K)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares6,714 from 6,662
Change+52 (+1%)
Value$337.1K (+$1.4K)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares6,714 from 6,714
Change0 (0%)
Value$337.1K (-$1.2K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED
Shares6,705 from 6,705
Change0 (0%)
Value$336.7K (-$1.2K)
Filed 2026-10-27
Anson Capital, Inc.
DECREASED
Shares6,699 from 6,733
Change-34 (0%)
Value$336.4K (-$2.9K)
Filed 2026-10-23
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares6,676 from 7,689
Change-1,013 (-13%)
Value$335.2K (-$52.2K)
Filed 2026-10-09
Legacy Bridge, LLC
UNCHANGED
Shares6,585 from 6,585
Change0 (0%)
Value$330.6K (-$1.2K)
Filed 2026-10-28
Associated Banc-Corp
NEW
Shares6,532
Change+6,532
Value$328.0K
Filed 2026-10-30
Reap Financial Group, LLC
DECREASED
Shares6,524 from 8,962
Change-2,438 (-27%)
Value$327.6K (-$124.0K)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares6,493 from 6,956
Change-463 (-7%)
Value$323.2K (-$27.3K)
Filed 2026-10-20
K2 Financial Inc.
INCREASED
Shares6,487 from 6,287
Change+200 (+3%)
Value$322.3K (+$2.7K)
Filed 2026-10-26
Single Point Partners, LLC
NEW
Shares6,470
Change+6,470
Value$324.9K
Filed 2026-10-19
First Business Financial Services, Inc.
UNCHANGED
Shares6,444 from 6,444
Change0 (0%)
Value$323.6K (-$1.2K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares6,306 from 6,426
Change-120 (-2%)
Value$316.6K (-$7.2K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares6,290 from 7,395
Change-1,105 (-15%)
Value$315.8K (-$56.8K)
Filed 2026-10-26
BXM Wealth LLC
INCREASED
Shares6,284 from 4,952
Change+1,332 (+27%)
Value$315.5K (+$66.0K)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares6,270 from 6,270
Change0 (0%)
Value$314.8K (-$1.1K)
Filed 2026-10-08
Retirement Investment Advisors, Inc.
DECREASED
Shares6,259 from 6,385
Change-126 (-2%)
Value$314.3K (-$1.6K)
Filed 2026-10-22
Diversified Management Inc
UNCHANGED
Shares6,258 from 6,258
Change0 (0%)
Value$314.2K (-$1.1K)
Filed 2026-10-08
Tandem Investment Partners LLC
INCREASED
Shares6,119 from 5,889
Change+230 (+4%)
Value$307.2K (+$10.5K)
Filed 2026-10-16
Independence Bank of Kentucky
UNCHANGED
Shares6,096 from 6,096
Change0 (0%)
Value$306.1K (-$1.1K)
Filed 2026-10-26
Wolff Financial Management LLC
UNCHANGED
Shares6,071 from 6,071
Change0 (0%)
Value$304.8K (-$1.1K)
Filed 2026-10-23
Aviance Capital Partners, LLC
UNCHANGED
Shares6,011 from 6,011
Change0 (0%)
Value$301.8K (-$1.1K)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares6,010 from 6,010
Change0 (0%)
Value$301.8K (-$1.1K)
Filed 2026-10-22
New Perspectives, Inc
UNCHANGED
Shares5,990 from 5,990
Change0 (0%)
Value$300.8K (-$1.1K)
Filed 2026-10-14
Wealth Architects, LLC
UNCHANGED
Shares5,836 from 5,836
Change0 (0%)
Value$293.1K (-$1.1K)
Filed 2026-11-03
Tranquility Partners, LLC
UNCHANGED
Shares5,761 from 5,761
Change0 (0%)
Value$289.3K (-$1.0K)
Filed 2026-10-20
Cambridge Advisors Inc.
UNCHANGED
Shares5,747 from 5,747
Change0 (0%)
Value$288.6K (-$1.0K)
Filed 2026-10-19
Mission Financial Group, LLC
DECREASED
Shares5,728 from 5,873
Change-145 (-2%)
Value$287.6K (-$8.3K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares5,722 from 5,512
Change+210 (+4%)
Value$287.3K (+$9.6K)
Filed 2026-10-29
XY Planning Network, Inc.
DECREASED
Shares5,711 from 7,999
Change-2,288 (-29%)
Value$286.7K (-$116.3K)
Filed 2026-10-14
Colonial River Investments, LLC
DECREASED
Shares5,642 from 5,710
Change-68 (-1%)
Value$283.3K (-$4.4K)
Filed 2026-10-19
Broadway Wealth Solutions, Inc.
NEW
Shares5,562
Change+5,562
Value$279.3K
Filed 2026-10-21
Oarsman Capital, Inc.
DECREASED
Shares5,530 from 8,131
Change-2,601 (-32%)
Value$277.7K (-$132.1K)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares5,522 from 5,067
Change+455 (+9%)
Value$277.3K (+$21.9K)
Filed 2026-11-04
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares5,522 from 5,522
Change0 (0%)
Value$277.3K (-$994)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares5,497 from 5,497
Change0 (0%)
Value$276.0K (-$990)
Filed 2026-11-04
Telos Capital Management, Inc.
DECREASED
Shares5,471 from 5,589
Change-118 (-2%)
Value$274.7K (-$6.9K)
Filed 2026-11-02
Wlth Capital Management, LLC
DECREASED
Shares5,434 from 63,454
Change-58,020 (-91%)
Value$272.8K (-$2.9M)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares5,367 from 5,367
Change0 (0%)
Value$269.5K (+$2.4K)
Filed 2026-10-09
Ballast Financial Advisors LLC
DECREASED
Shares5,353 from 5,384
Change-31 (-1%)
Value$268.8K (-$2.5K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares5,345 from 5,460
Change-115 (-2%)
Value$268.4K (-$6.8K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
DECREASED
Shares5,312 from 5,749
Change-437 (-8%)
Value$266.7K (-$23.0K)
Filed 2026-10-14
Aspen Wealth Management LLC
DECREASED
Shares5,293 from 5,332
Change-39 (-1%)
Value$265.7K (-$2.9K)
Filed 2026-10-14
Castleview Partners, LLC
INCREASED
Shares5,276 from 4,735
Change+541 (+11%)
Value$264.9K (+$26.3K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$262.9K (-$941)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares5,230 from 5,230
Change0 (0%)
Value$258.3K (-$3.7K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
DECREASED
Shares5,222 from 5,971
Change-749 (-13%)
Value$262.2K (-$38.7K)
Filed 2026-10-28
Maseco LLP
DECREASED
Shares5,186 from 5,197
Change-11 (0%)
Value$260.3K (-$1.5K)
Filed 2026-10-27
Sovran Advisors, LLC
UNCHANGED
Shares5,144 from 5,144
Change0 (0%)
Value$257.5K (+$3.8K)
Filed 2026-11-02
Richardson Capital Management LLC
UNCHANGED
Shares5,077 from 5,077
Change0 (0%)
Value$254.9K (-$914)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares5,020 from 5,184
Change-164 (-3%)
Value$247.8K (-$13.5K)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$252.1K (-$904)
Filed 2026-10-16
Wesbanco Bank Inc
DECREASED
Shares5,018 from 7,128
Change-2,110 (-30%)
Value$252.0K (-$107.2K)
Filed 2026-11-04
Core Wealth Management, Inc.
UNCHANGED
Shares5,001 from 5,001
Change0 (0%)
Value$251.1K (-$900)
Filed 2026-10-22
Financial Futures Ltd Liability Co.
UNCHANGED
Shares4,947 from 4,947
Change0 (0%)
Value$248.4K (-$891)
Filed 2026-10-13
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,907 from 4,907
Change0 (0%)
Value$246.4K (-$884)
Filed 2026-10-26
Schorn Wealth LLC
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$245.4K (-$879)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares4,793 from 3,994
Change+799 (+20%)
Value$240.7K (+$39.4K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares4,786 from 4,236
Change+550 (+13%)
Value$240.3K (+$26.9K)
Filed 2026-10-27
Manuka Financial, LLC
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$240.3K (-$861)
Filed 2026-10-16
Asset One Wealth Management LLC
NEW
Shares4,783
Change+4,783
Value$240.2K
Filed 2026-11-02
Ballast, Inc.
INCREASED
Shares4,781 from 4,550
Change+231 (+5%)
Value$240.1K (+$10.8K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares4,746 from 5,060
Change-314 (-6%)
Value$239.1K (+$8.2K)
Filed 2026-11-03
Soltis Investment Advisors LLC
DECREASED
Shares4,744 from 4,783
Change-39 (-1%)
Value$238.2K (-$2.8K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares4,730 from 730
Change+4,000 (+548%)
Value$237.5K (+$200.7K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares4,717 from 4,717
Change0 (0%)
Value$236.8K (-$849)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
INCREASED
Shares4,686 from 4,533
Change+153 (+3%)
Value$235.3K (+$6.9K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
NEW
Shares4,670
Change+4,670
Value$233.7K
Filed 2026-11-02
Iams Wealth Management, LLC
DECREASED
Shares4,611 from 4,941
Change-330 (-7%)
Value$231.6K (-$17.5K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,580 from 4,807
Change-227 (-5%)
Value$229.9K (-$12.3K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares4,565 from 4,565
Change0 (0%)
Value$229.2K (-$821)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares4,539 from 4,793
Change-254 (-5%)
Value$227.9K (-$13.6K)
Filed 2026-10-14
Romano Brothers and Company
UNCHANGED
Shares4,519 from 4,519
Change0 (0%)
Value$226.9K (-$813)
Filed 2026-10-22
Advisor Resource Council
DECREASED
Shares4,473 from 4,533
Change-60 (-1%)
Value$226.2K (-$4.1K)
Filed 2026-11-05
Elevatus Welath Management
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$223.7K (-$802)
Filed 2026-10-19
ETF Store, Inc.
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$223.3K (-$800)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED
Shares4,441 from 4,360
Change+81 (+2%)
Value$223.0K (+$3.3K)
Filed 2026-10-22
Global View Capital Management LLC
DECREASED
Shares4,432 from 4,502
Change-70 (-2%)
Value$222.5K (-$4.3K)
Filed 2026-10-28
CX Institutional
UNCHANGED
Shares4,430 from 4,430
Change0 (0%)
Value$222 (-$1)
Filed 2026-10-02
Ironwood Financial, llc
UNCHANGED
Shares4,387 from 4,387
Change0 (0%)
Value$220.3K (+$3.3K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
DECREASED
Shares4,373 from 36,884
Change-32,511 (-88%)
Value$219.6K (-$1.6M)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED
Shares4,342 from 4,342
Change0 (0%)
Value$218.0K (-$782)
Filed 2026-10-09
Shaker Investments LLC
DECREASED
Shares4,286 from 4,524
Change-238 (-5%)
Value$215.2K (-$12.8K)
Filed 2026-11-05
Capital CS Group, LLC
INCREASED
Shares4,283 from 4,208
Change+75 (+2%)
Value$215.1K (+$3.0K)
Filed 2026-10-29
Heritage Family Offices, LLP
UNCHANGED
Shares4,236 from 4,236
Change0 (0%)
Value$212.7K (-$763)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares4,181 from 4,263
Change-82 (-2%)
Value$210.0K (-$4.9K)
Filed 2026-10-16
CPC Advisors, LLC
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$209.3K (-$751)
Filed 2026-10-21
Emergent Wealth Advisors, LLC
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$208.0K (-$745)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
DECREASED
Shares4,113 from 5,262
Change-1,149 (-22%)
Value$206.5K (-$58.6K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$206.2K (-$739)
Filed 2026-11-04
Ledyard National Bank
UNCHANGED
Shares4,092 from 4,092
Change0 (0%)
Value$205.5K (-$737)
Filed 2026-10-21
Ritholtz Wealth Management
NEW
Shares4,082
Change+4,082
Value$204.9K
Filed 2026-11-05
Chris Bulman Inc
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$204.1K (-$732)
Filed 2026-10-20
Rainier Family Wealth Inc
UNCHANGED
Shares4,021 from 4,021
Change0 (0%)
Value$201.9K (-$724)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares4,014 from 4,414
Change-400 (-9%)
Value$201.5K (-$20.9K)
Filed 2026-10-20
Heck Capital Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$200.8K
Filed 2026-10-14
Catalyst Private Wealth, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$200.8K (-$720)
Filed 2026-10-13
Algorithmic Investment Models, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$200.8K (-$720)
Filed 2026-11-04
Vantage Investment Partners, LLC
UNCHANGED
Shares3,992 from 3,992
Change0 (0%)
Value$200.4K (-$719)
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares3,990 from 2,673
Change+1,317 (+49%)
Value$200.3K (+$65.6K)
Filed 2026-10-26
Bell Investment Advisors, Inc
NEW
Shares3,813
Change+3,813
Value$191.5K
Filed 2026-10-29
Trust Co of Toledo NA
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$163.2K (-$585)
Filed 2026-10-16
Arcadia Investment Advisors LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$161.4K (-$578)
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$161.2K (-$578)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares3,197 from 3,095
Change+102 (+3%)
Value$160.5K (+$4.6K)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares3,045 from 3,045
Change0 (0%)
Value$152.9K (-$547)
Filed 2026-11-02
Planning Strategies Inc.
INCREASED
Shares2,949 from 2,948
Change+1 (+0%)
Value$148.1K (-$481)
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares2,803
Change+2,803
Value$140.8K
Filed 2026-10-15
Morling Financial Advisors, LLC
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$140.6K (-$504)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,752 from 2,498
Change+254 (+10%)
Value$138.6K (+$13.5K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
INCREASED
Shares2,475 from 2,364
Change+111 (+5%)
Value$124.3K (+$5.1K)
Filed 2026-10-21
Evermay Wealth Management LLC
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$123.7K (-$443)
Filed 2026-11-05
POM Investment Strategies, LLC
NEW
Shares2,448
Change+2,448
Value$122.9K
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares2,405 from 1,435
Change+970 (+68%)
Value$120.8K (+$48.4K)
Filed 2026-11-05
1620 Investment Advisors, Inc.
NEW
Shares2,382
Change+2,382
Value$119.6K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares2,343 from 8,430
Change-6,087 (-72%)
Value$117.6K (-$307.1K)
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$111.7K (-$2.7K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$111 ($0)
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares2,168 from 1,755
Change+413 (+24%)
Value$109 (-$87.9K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$107.5K (-$385)
Filed 2026-10-23
First Command Advisory Services, Inc.
INCREASED
Shares2,116 from 1,766
Change+350 (+20%)
Value$106.2K (+$17.3K)
Filed 2026-11-05
City Holding Co
DECREASED
Shares1,990 from 5,970
Change-3,980 (-67%)
Value$99.9K (-$200.9K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,972 from 789
Change+1,183 (+150%)
Value$99.0K (+$59.3K)
Filed 2026-10-27
American Capital Advisory, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$95.4K (-$342)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares1,507
Change+1,507
Value$75.7K
Filed 2026-10-27
RMG Wealth Management LLC
INCREASED
Shares1,267 from 712
Change+555 (+78%)
Value$62.4K (+$25.4K)
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares1,259 from 873
Change+386 (+44%)
Value$63.2K (+$19.2K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares1,231 from 1,360
Change-129 (-9%)
Value$61.8K (-$6.7K)
Filed 2026-10-09
Bare Financial Services, Inc
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$60.8K (-$218)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares1,195 from 2,695
Change-1,500 (-56%)
Value$60.0K (-$75.8K)
Filed 2026-10-30
Beacon Financial Strategies Corp
NEW
Shares1,186
Change+1,186
Value$59.6K
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares1,172
Change+1,172
Value$58.8K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares1,155
Change+1,155
Value$58.0K
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$57.5K (-$206)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$52.6K (-$188)
Filed 2026-10-07
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$52 (-$51.9K)
Filed 2026-11-04
Stone House Investment Management, LLC
INCREASED
Shares1,015 from 963
Change+52 (+5%)
Value$50.9K (+$2.4K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$48.6K (-$174)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares927
Change+927
Value$46.5K
Filed 2026-10-22
Blueline Advisors LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$46.3K (-$166)
Filed 2026-10-15
WPG Advisers, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$44.5K (-$160)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$43.9K (-$157)
Filed 2026-10-14
MilWealth Group LLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$42.7K (-$153)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$42.2K (-$151)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$40.3K (-$144)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares789
Change+789
Value$39.6K
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares746
Change+746
Value$37.5K
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$34.6K (-$124)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares649 from 550
Change+99 (+18%)
Value$32.4K (+$5.0K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
DECREASED
Shares630 from 864
Change-234 (-27%)
Value$31.6K (-$11.9K)
Filed 2026-11-02
GGM Financial LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$31.6K (-$113)
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$27.3K (-$98)
Filed 2026-10-08
StrongBox Wealth, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$25.7K (-$92)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$25.6K (-$92)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$26 ($0)
Filed 2026-10-16
Horizons Wealth Management
NEW
Shares498
Change+498
Value$25.0K
Filed 2026-10-05
Godsey & Gibb, Inc
DECREASED
Shares455 from 955
Change-500 (-52%)
Value$22.8K (-$25.3K)
Filed 2026-10-14
Rudd Co d/b/a Styre Wealth
NEW
Shares445
Change+445
Value$21.9K
Filed 2026-10-29
Portfolio Resources Advisor Group, Inc.
NEW
Shares443
Change+443
Value$22.2K
Filed 2026-10-20
Tounjian Advisory Partners, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$22.2K (-$80)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$21.5K (-$77)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$20.3K (-$73)
Filed 2026-10-08
Tower View Wealth Management LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$20.1K (-$73)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares377 from 10
Change+367 (+3670%)
Value$19.0K (+$18.4K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares373
Change+373
Value$18.7K
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$19 ($0)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$17.8K (-$64)
Filed 2026-10-20
TFC Financial Management, Inc.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$17.0K (-$61)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$16.3K (-$59)
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$14.6K (-$52)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares275 from 281
Change-6 (-2%)
Value$13.8K (-$352)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$13.5K (-$48)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$13.0K (-$47)
Filed 2026-10-05
Tower Trust & Investment Co
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$10.8K (-$39)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$10.8K (-$39)
Filed 2026-10-13
High Point Wealth Management, LLC
NEW
Shares209
Change+209
Value$10.5K
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares204
Change+204
Value$10.2K
Filed 2026-10-29
Oakworth Capital, Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$9.6K (-$35)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$8.2K (-$29)
Filed 2026-10-28
Mainstream Capital Management LLC
NEW
Shares148
Change+148
Value$7.4K
Filed 2026-10-23
Networth Advisors, LLC
INCREASED
Shares143 from 112
Change+31 (+28%)
Value$7.2K (+$1.5K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$5.9K (-$21)
Filed 2026-10-15
Essential Investment Partners LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.4K (-$19)
Filed 2026-10-27
Fiduciary Advisors, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$5.2K (-$18)
Filed 2026-10-16
Spurstone Advisory Services, LLC
INCREASED
Shares100 from 86
Change+14 (+16%)
Value$5.0K (+$711)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares95 from 97
Change-2 (-2%)
Value$4.8K (-$118)
Filed 2026-10-23
Montag A & Associates Inc
NEW
Shares91
Change+91
Value$4.6K
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares88
Change+88
Value$4.4K
Filed 2026-11-05
Redwood Park Advisors LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.0K (-$15)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares75
Change+75
Value$4
Filed 2026-10-14
Bullock Wealth Management Group
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3.4K (+$9)
Filed 2026-10-09
MTM Investment Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.1K (-$11)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
NEW
Shares52
Change+52
Value$2.6K
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.2K (-$8)
Filed 2026-10-23
Cullen T Bankers, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.1K (-$7)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (-$6)
Filed 2026-11-02
Wealth Analytics Partners, LLC
NEW
Shares26
Change+26
Value$1.3K
Filed 2026-10-19
City State Bank
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.2K (-$4)
Filed 2026-10-20
Hoey Investments, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.1K (-$4)
Filed 2026-10-29
Signature Equity Partners, LLC
NEW
Shares7
Change+7
Value$351
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
NEW
Shares3
Change+3
Value$150
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$100 ($0)
Filed 2026-10-27
Apeiron RIA LLC
CLOSED
Shares0 from 32,721
Change-32,721 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-08
Blue Capital, Inc.
CLOSED
Shares0 from 32,403
Change-32,403 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 30,420
Change-30,420 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-09
World Equity Group, Inc.
CLOSED
Shares0 from 28,884
Change-28,884 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 20,973
Change-20,973 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Newport Capital Group, LLC
CLOSED
Shares0 from 16,360
Change-16,360 (-100%)
Value$0 (-$824.3K)
Filed 2026-10-16
Lane Brothers & Co Inc
CLOSED
Shares0 from 14,643
Change-14,643 (-100%)
Value$0 (-$737.9K)
Filed 2026-11-02
DMC Group, LLC
CLOSED
Shares0 from 6,826
Change-6,826 (-100%)
Value$0 (-$344.0K)
Filed 2026-10-26
Plan Group Financial, LLC
CLOSED
Shares0 from 6,554
Change-6,554 (-100%)
Value$0 (-$330.2K)
Filed 2026-10-22
Capital Advantage, Inc.
CLOSED
Shares0 from 6,526
Change-6,526 (-100%)
Value$0 (-$328.8K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 5,009
Change-5,009 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-08
Demars Financial Group, LLC
CLOSED
Shares0 from 4,624
Change-4,624 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-22
Hengehold Capital Management LLC
CLOSED
Shares0 from 4,265
Change-4,265 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-16
Tenzing Financial LLC
CLOSED
Shares0 from 4,152
Change-4,152 (-100%)
Value$0 (-$211.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$90.4K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-14
RHL Group, LLC
CLOSED
Shares0 from 423
Change-423 (-100%)
Value$0 (-$21.2K)
Filed 2026-11-04
Financial Consulate, Inc
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-23
Chilton Capital Management LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-28
Pittenger & Anderson Inc
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$11.3K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-20
Nemes Rush Group LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-26
Simplex Trading, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-04
Decker Retirement Planning Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-19
Financial Engines Advisors L.L.C.
N/A
Shares— from 52,021,601
Change-52,021,601 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 39,005,504
Change-39,005,504 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 22,428,705
Change-22,428,705 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,725,633
Change-13,725,633 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,172,046
Change-12,172,046 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,756,324
Change-10,756,324 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,899,190
Change-8,899,190 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,373,691
Change-8,373,691 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,002,796
Change-8,002,796 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,686,255
Change-4,686,255 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,625,590
Change-4,625,590 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,584,583
Change-4,584,583 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,576,780
Change-4,576,780 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,485,803
Change-4,485,803 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,388,987
Change-4,388,987 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,181,675
Change-4,181,675 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,164,706
Change-4,164,706 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,000,503
Change-4,000,503 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,788,921
Change-3,788,921 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 3,730,413
Change-3,730,413 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,611,496
Change-3,611,496 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,413,848
Change-3,413,848 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,357,208
Change-3,357,208 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,308,992
Change-3,308,992 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 3,216,783
Change-3,216,783 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,006,007
Change-3,006,007 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,899,417
Change-2,899,417 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,839,996
Change-2,839,996 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,757,945
Change-2,757,945 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,291,106
Change-2,291,106 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,274,169
Change-2,274,169 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 2,268,369
Change-2,268,369 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,202,100
Change-2,202,100 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,199,869
Change-2,199,869 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,195,491
Change-2,195,491 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,090,164
Change-2,090,164 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,020,829
Change-2,020,829 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,980,208
Change-1,980,208 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,967,939
Change-1,967,939 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,814,219
Change-1,814,219 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,755,077
Change-1,755,077 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,738,040
Change-1,738,040 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,688,491
Change-1,688,491 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,508,130
Change-1,508,130 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,492,438
Change-1,492,438 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,249,765
Change-1,249,765 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,249,570
Change-1,249,570 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,195,634
Change-1,195,634 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,192,371
Change-1,192,371 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,128,650
Change-1,128,650 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,112,093
Change-1,112,093 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 994,021
Change-994,021 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 952,341
Change-952,341 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 900,196
Change-900,196 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 888,635
Change-888,635 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 884,654
Change-884,654 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 873,909
Change-873,909 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 854,242
Change-854,242 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 837,833
Change-837,833 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 787,151
Change-787,151 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 778,753
Change-778,753 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 729,949
Change-729,949 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 714,021
Change-714,021 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 712,465
Change-712,465 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 696,738
Change-696,738 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 668,986
Change-668,986 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 656,092
Change-656,092 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 621,262
Change-621,262 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 602,685
Change-602,685 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 600,233
Change-600,233 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 598,000
Change-598,000 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 587,080
Change-587,080 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 568,941
Change-568,941 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 552,960
Change-552,960 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 532,098
Change-532,098 (-100%)
Value—
Fairfield University
N/A
Shares— from 516,271
Change-516,271 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 511,049
Change-511,049 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 496,921
Change-496,921 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 493,274
Change-493,274 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 484,355
Change-484,355 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 477,329
Change-477,329 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 452,480
Change-452,480 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 450,186
Change-450,186 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 449,070
Change-449,070 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 445,562
Change-445,562 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 444,505
Change-444,505 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 442,784
Change-442,784 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 415,672
Change-415,672 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 403,044
Change-403,044 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 387,886
Change-387,886 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 370,024
Change-370,024 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 368,556
Change-368,556 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 367,693
Change-367,693 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 352,236
Change-352,236 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 349,934
Change-349,934 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 345,500
Change-345,500 (-100%)
Value—
&partners
N/A
Shares— from 344,298
Change-344,298 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 336,424
Change-336,424 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 336,167
Change-336,167 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 336,045
Change-336,045 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 335,911
Change-335,911 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 333,881
Change-333,881 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 330,759
Change-330,759 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 326,575
Change-326,575 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 325,608
Change-325,608 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 321,106
Change-321,106 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 317,734
Change-317,734 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 308,377
Change-308,377 (-100%)
Value—
FMR LLC
N/A
Shares— from 301,296
Change-301,296 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 298,167
Change-298,167 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 291,107
Change-291,107 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 289,451
Change-289,451 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 285,947
Change-285,947 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 284,576
Change-284,576 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 277,138
Change-277,138 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 276,167
Change-276,167 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 272,830
Change-272,830 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 268,818
Change-268,818 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 261,897
Change-261,897 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 258,563
Change-258,563 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 257,236
Change-257,236 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 254,494
Change-254,494 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 243,217
Change-243,217 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 238,829
Change-238,829 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 238,507
Change-238,507 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 230,984
Change-230,984 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 228,292
Change-228,292 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 226,743
Change-226,743 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 223,700
Change-223,700 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 221,609
Change-221,609 (-100%)
Value—
Collier Financial
N/A
Shares— from 210,651
Change-210,651 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 205,247
Change-205,247 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 200,449
Change-200,449 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 196,957
Change-196,957 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 193,973
Change-193,973 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 191,346
Change-191,346 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 190,401
Change-190,401 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 185,892
Change-185,892 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 176,491
Change-176,491 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 175,316
Change-175,316 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 174,776
Change-174,776 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 172,268
Change-172,268 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 171,766
Change-171,766 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 163,583
Change-163,583 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 162,925
Change-162,925 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 160,349
Change-160,349 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 157,721
Change-157,721 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 156,933
Change-156,933 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 154,291
Change-154,291 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 152,557
Change-152,557 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 148,390
Change-148,390 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 145,566
Change-145,566 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 143,979
Change-143,979 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 140,760
Change-140,760 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 136,948
Change-136,948 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 136,824
Change-136,824 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 135,417
Change-135,417 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 133,864
Change-133,864 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 132,304
Change-132,304 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 130,637
Change-130,637 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 127,556
Change-127,556 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 119,980
Change-119,980 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 119,538
Change-119,538 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 119,410
Change-119,410 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 117,566
Change-117,566 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 116,875
Change-116,875 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 115,790
Change-115,790 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 112,330
Change-112,330 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 112,322
Change-112,322 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 111,697
Change-111,697 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 110,407
Change-110,407 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 109,876
Change-109,876 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 106,227
Change-106,227 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 105,038
Change-105,038 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 104,933
Change-104,933 (-100%)
Value—
Nwam LLC
N/A
Shares— from 104,526
Change-104,526 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 100,373
Change-100,373 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100,003
Change-100,003 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 97,444
Change-97,444 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 95,734
Change-95,734 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 95,514
Change-95,514 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 95,325
Change-95,325 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 95,223
Change-95,223 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 93,792
Change-93,792 (-100%)
Value—
Blair William & Co
N/A
Shares— from 93,163
Change-93,163 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 92,374
Change-92,374 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 90,945
Change-90,945 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 90,530
Change-90,530 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 88,390
Change-88,390 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 85,711
Change-85,711 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 83,898
Change-83,898 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 81,222
Change-81,222 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 78,737
Change-78,737 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 77,756
Change-77,756 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 73,785
Change-73,785 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 73,648
Change-73,648 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 72,486
Change-72,486 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 72,183
Change-72,183 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 71,892
Change-71,892 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,514
Change-69,514 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 68,656
Change-68,656 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 66,572
Change-66,572 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 65,512
Change-65,512 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 64,306
Change-64,306 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 63,122
Change-63,122 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 60,978
Change-60,978 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 60,188
Change-60,188 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 60,087
Change-60,087 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 59,403
Change-59,403 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 57,031
Change-57,031 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 55,761
Change-55,761 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 54,949
Change-54,949 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 54,609
Change-54,609 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 53,396
Change-53,396 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 52,043
Change-52,043 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,458
Change-51,458 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 51,417
Change-51,417 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 51,159
Change-51,159 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 49,663
Change-49,663 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 48,578
Change-48,578 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,476
Change-48,476 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 44,875
Change-44,875 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 44,039
Change-44,039 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 43,448
Change-43,448 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 41,996
Change-41,996 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 41,045
Change-41,045 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 40,578
Change-40,578 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 40,297
Change-40,297 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 40,104
Change-40,104 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 39,992
Change-39,992 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 39,732
Change-39,732 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 39,500
Change-39,500 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 38,206
Change-38,206 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 38,066
Change-38,066 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 38,031
Change-38,031 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 37,687
Change-37,687 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 37,637
Change-37,637 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 35,571
Change-35,571 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 34,657
Change-34,657 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 33,523
Change-33,523 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 32,096
Change-32,096 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 31,515
Change-31,515 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 31,453
Change-31,453 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 31,378
Change-31,378 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 31,024
Change-31,024 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 30,566
Change-30,566 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 30,320
Change-30,320 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 29,779
Change-29,779 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,679
Change-29,679 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 29,148
Change-29,148 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 28,186
Change-28,186 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,706
Change-27,706 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 27,614
Change-27,614 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 27,117
Change-27,117 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 26,793
Change-26,793 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 26,007
Change-26,007 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 25,859
Change-25,859 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,370
Change-25,370 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 24,748
Change-24,748 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,379
Change-24,379 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 24,125
Change-24,125 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 23,741
Change-23,741 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,587
Change-23,587 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 23,443
Change-23,443 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 22,933
Change-22,933 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,887
Change-22,887 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,468
Change-22,468 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 22,120
Change-22,120 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 22,047
Change-22,047 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 21,857
Change-21,857 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,748
Change-21,748 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 21,671
Change-21,671 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 21,472
Change-21,472 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 21,260
Change-21,260 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 20,817
Change-20,817 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 20,719
Change-20,719 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 20,263
Change-20,263 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 20,164
Change-20,164 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 19,396
Change-19,396 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 19,180
Change-19,180 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 19,110
Change-19,110 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,061
Change-19,061 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 19,021
Change-19,021 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,818
Change-18,818 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 18,743
Change-18,743 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,622
Change-18,622 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 17,381
Change-17,381 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 17,365
Change-17,365 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 16,973
Change-16,973 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 16,933
Change-16,933 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 16,288
Change-16,288 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 16,192
Change-16,192 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 16,166
Change-16,166 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 16,025
Change-16,025 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,917
Change-14,917 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 14,625
Change-14,625 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 14,405
Change-14,405 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 13,887
Change-13,887 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 13,344
Change-13,344 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 12,682
Change-12,682 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 12,507
Change-12,507 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 12,374
Change-12,374 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,272
Change-12,272 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 11,418
Change-11,418 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 11,407
Change-11,407 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,177
Change-11,177 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 10,271
Change-10,271 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 9,790
Change-9,790 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 9,614
Change-9,614 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 8,965
Change-8,965 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 7,947
Change-7,947 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 7,935
Change-7,935 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
American Trust
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 785
Change-785 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 470
Change-470 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 450
Change-450 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 34
Change-34 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED155,188,321144,440,101+10,748,220+7%$7.3B$7.8B+$513.7M2026-11-02
Auto-Owners Insurance Co
DECREASED11,452,14515,230,666-3,778,521-25%$767.5M$575.0M-$192.5M2026-10-15
Vantagepoint Investment Advisers LLC
DECREASED6,145,2166,213,429-68,213-1%$313.1M$308.6M-$4.5M2026-10-26
Commonwealth Equity Services, LLC
INCREASED6,013,6065,895,171+118,435+2%$297.1M$301.9M+$4.9M2026-11-02
Truist Financial Corp
INCREASED3,853,2393,826,033+27,206+1%$192.8M$193.5M+$677.4K2026-10-30
Vicus Capital
INCREASED3,171,7393,023,569+148,170+5%$152.4M$159.3M+$6.9M2026-11-05
Exchange Traded Concepts, LLC
INCREASED2,587,3362,400,450+186,886+8%$121.0M$129.9M+$9.0M2026-10-28
Jnba Financial Advisors
INCREASED2,454,2212,430,445+23,776+1%$122.5M$123.2M+$756.3K2026-11-03
Capital Asset Advisory Services LLC
INCREASED2,346,4112,159,245+187,166+9%$108.8M$115.5M+$6.7M2026-10-30
Gradient Investments LLC
DECREASED2,158,7012,230,648-71,947-3%$112.4M$108.4M-$4.0M2026-10-08
AlphaCore Capital LLC
DECREASED2,116,9692,377,208-260,239-11%$119.8M$106.3M-$13.5M2026-11-04
AlphaStar Capital Management, LLC
INCREASED2,075,5231,925,284+150,239+8%$97.0M$104.2M+$7.2M2026-10-16
Peterson Wealth Advisors, LLC
INCREASED2,053,6121,973,367+80,245+4%$99.4M$103.1M+$3.7M2026-10-08
Diversify Wealth Management, LLC
INCREASED2,000,7081,848,949+151,759+8%$91.7M$99.1M+$7.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED2,000,7081,848,949+151,759+8%$91.7M$99.1M+$7.4M2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED1,851,2931,822,730+28,563+2%$91.8M$93.0M+$1.1M2026-10-27
Assetmark, Inc
INCREASED1,813,5291,570,410+243,119+15%$79.1M$91.1M+$11.9M2026-10-21
Park Avenue Securities LLC
INCREASED1,746,6721,730,145+16,527+1%$87.2M$87.7K-$87.1M2026-10-26
Center for Financial Planning, Inc.
INCREASED1,741,0591,667,215+73,844+4%$84.0M$87.4M+$3.4M2026-10-26
Kestra Advisory Services, LLC
INCREASED1,732,9761,520,931+212,045+14%$76.6M$87.0M+$10.4M2026-11-02
Greenleaf Trust
INCREASED1,675,6161,578,868+96,748+6%$79.6M$84.1M+$4.6M2026-10-29
Thrivent Financial for Lutherans
INCREASED1,640,8911,217,347+423,544+35%$61.3M$82.2K-$61.3M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED1,520,4821,518,087+2,395+0%$76.5M$76.3K-$76.4M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED1,520,2101,419,227+100,983+7%$71.5M$76.3M+$4.8M2026-10-21
Truefg, LLC
INCREASED1,420,9941,384,914+36,080+3%$69.8M$71.3M+$1.6M2026-10-15
Confluence Investment Management LLC
DECREASED1,419,7861,482,773-62,987-4%$74.7M$71.3M-$3.4M2026-10-01
Facet Wealth, Inc.
DECREASED1,286,0281,344,428-58,400-4%$67.7M$64.6M-$3.2M2026-11-04
CGN Advisors LLC
DECREASED1,223,2971,226,088-2,7910%$61.8M$61.4M-$360.8K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED1,155,9191,153,768+2,151+0%$57.7M$56.8M-$916.8K2026-10-13
Blueprint Investment Partners LLC
INCREASED1,083,038895,096+187,942+21%$45.1M$54.4M+$9.3M2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED1,069,1991,114,235-45,036-4%$56.1M$53.7M-$2.5M2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED979,4001,006,356-26,956-3%$50.7M$49.2M-$1.5M2026-10-16
Walkner Condon Financial Advisors LLC
DECREASED962,6751,356,118-393,443-29%$68.3M$48.3M-$20.0M2026-11-02
Boston Standard Wealth Management, LLC
INCREASED948,310946,137+2,173+0%$47.2M$47.6M+$397.7K2026-10-07
IFP Advisors, Inc
DECREASED915,168915,993-8250%$46.2M$46.0M-$206.3K2026-10-16
TSG Advice Partners, LLC
NEW900,370—+900,370——$45.4M—2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED882,068223,145+658,923+295%$11.2M$44.3M+$33.0M2026-10-14
Farther Finance Advisors, LLC
INCREASED817,426771,383+46,043+6%$38.9M$41.0M+$2.2M2026-10-08
Garrett Wealth Advisory Group, LLC
INCREASED810,095806,030+4,065+1%$40.6M$40.7M+$59.0K2026-10-22
SigFig Wealth Management, LLC
INCREASED804,423756,494+47,929+6%$37.9M$40.4M+$2.5M2026-10-07
KWB Wealth
INCREASED794,993788,912+6,081+1%$39.8M$39.9M+$163.4K2026-10-16
US Bancorp \de\
INCREASED786,779764,984+21,795+3%$38.5M$39.5M+$956.6K2026-11-05
Concord Wealth Partners
INCREASED782,378774,332+8,046+1%$39.0M$39.3M+$264.6K2026-11-02
First Heartland Consultants, Inc.
INCREASED769,786743,181+26,605+4%$37.4M$38.7M+$1.2M2026-10-08
Concord Asset Management, LLC
INCREASED760,719741,283+19,436+3%$37.4M$38.2M+$842.4K2026-11-02
Gibbs Wealth Management
DECREASED755,542764,189-8,647-1%$38.5M$37.9M-$571.7K2026-10-22
Procyon Advisors, LLC
INCREASED750,358721,485+28,873+4%$36.4M$37.7M+$1.3M2026-10-21
Bank of New York Mellon Corp
INCREASED749,606605,690+143,916+24%$30.5M$37.6M+$7.1M2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED727,927527,730+200,197+38%$26.6M$36.5M+$10.0M2026-10-13
Auour Investments LLC
DECREASED721,054729,632-8,578-1%$36.8M$36.2M-$562.0K2026-10-28
Landmark Wealth Management, Inc.
INCREASED714,424656,630+57,794+9%$33.1M$35.9M+$2.8M2026-11-04
Moneco Advisors, LLC
INCREASED700,266624,036+76,230+12%$31.4M$35.2M+$3.7M2026-11-05
Higgins & Schmidt Wealth Strategies LLC
INCREASED681,446681,189+257+0%$34.3M$34.2M-$109.7K2026-10-26
Flagstone Financial Management
INCREASED672,944662,916+10,028+2%$33.4M$33.8M+$384.2K2026-11-05
ERn Financial, LLC
INCREASED661,394652,818+8,576+1%$32.9M$33.2M+$313.1K2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED657,308629,635+27,673+4%$31.7M$33.0M+$1.3M2026-10-09
Atlas Private Wealth Advisors
INCREASED634,981620,241+14,740+2%$31.3M$31.9M+$628.4K2026-10-23
Rinkey Investments
DECREASED620,532639,738-19,206-3%$32.2M$31.2M-$1.1M2026-10-28
James T. Borello RIA
INCREASED599,947536,888+63,059+12%$27.1M$30.1M+$3.1M2026-10-16
Tennessee Valley Asset Management Partners
INCREASED581,429481,490+99,939+21%$24.3M$29.2M+$4.9M2026-11-03
Blueprint Financial Advisors LLC
INCREASED580,708489,175+91,533+19%$24.6M$29.2M+$4.5M2026-10-28
Fiduciary Alliance LLC
INCREASED566,011559,041+6,970+1%$28.2M$28.4M+$249.6K2026-10-13
Treasure Coast Financial Planning
DECREASED556,750557,080-3300%$28.1M$28.0M-$116.9K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED547,307538,612+8,695+2%$27.1M$27.5M+$339.6K2026-10-23
Fidelity D & D Bancorp Inc
INCREASED538,635506,607+32,028+6%$25.5M$27.0M+$1.5M2026-11-05
Brighton Securities Corp.
INCREASED534,162516,023+18,139+4%$26.0M$26.8M+$817.9K2026-10-08
Values Added Financial LLC
INCREASED483,842461,569+22,273+5%$23.3M$24.3M+$1.0M2026-10-28
Apella Capital, LLC
DECREASED480,245633,990-153,745-24%$31.8M$24.0M-$7.8M2026-10-08
Portside Wealth Group, LLC
INCREASED451,518417,773+33,745+8%$21.1M$22.7M+$1.6M2026-10-20
Cornerstone Wealth Management, LLC
INCREASED439,849396,951+42,898+11%$20.0M$22.1M+$2.1M2026-11-04
Leicht Financial Planning & Wealth Management, Inc.
DECREASED434,987435,860-8730%$22.0M$21.8M-$122.3K2026-11-03
Simplicity Wealth,LLC
DECREASED427,875479,774-51,899-11%$24.2M$21.5M-$2.7M2026-10-23
Retiremitten Financial LLC
INCREASED423,244389,769+33,475+9%$19.6M$21.1M+$1.5M2026-11-05
Atria Investments, Inc
INCREASED408,769381,823+26,946+7%$19.2M$20.5M+$1.3M2026-10-15
Invenio Wealth Partners LLC
INCREASED405,462403,290+2,172+1%$20.3M$20.4M+$36.4K2026-10-20
Mason & Associates, LLC
INCREASED396,242388,895+7,347+2%$19.6M$19.9M+$298.9K2026-10-26
RFG Advisory, LLC
INCREASED385,675332,438+53,237+16%$16.8M$19.4M+$2.6M2026-11-03
Summit Global Investments
INCREASED374,245352,222+22,023+6%$17.7M$18.8K-$17.7M2026-10-28
Signal Advisors Wealth, LLC
INCREASED373,217302,211+71,006+24%$15.2M$18.7M+$3.5M2026-10-13
Fifth Third Bancorp
DECREASED369,497378,844-9,347-2%$19.1M$18.6M-$537.5K2026-11-05
Citigroup Inc
INCREASED365,265351,027+14,238+4%$17.7M$18.3M+$651.7K2026-11-04
Macco Financial Group, Inc.
INCREASED363,704347,222+16,482+5%$17.5M$18.3M+$765.1K2026-11-05
Palatine Hill Wealth Management, LLC
INCREASED354,051313,976+40,075+13%$15.8M$17.8M+$2.0M2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED338,249344,497-6,248-2%$17.4M$17.0M-$375.7K2026-10-28
Rodgers & Associates, LTD
DECREASED338,030349,364-11,334-3%$17.6M$17.0M-$632.0K2026-10-20
Probity Advisors, Inc.
INCREASED329,025320,953+8,072+3%$16.2M$16.5M+$347.5K2026-10-23
Clear Retirement Advice LLC
INCREASED311,958308,661+3,297+1%$15.6M$15.7M+$110.0K2026-10-22
Pecaut & Co.
INCREASED305,059298,409+6,650+2%$15.0M$15.3M+$280.2K2026-10-27
Gradient Capital Advisors, LLC
DECREASED304,861309,462-4,601-1%$15.6M$15.3M-$286.7K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED298,183245,506+52,677+21%$12.4M$15.0M+$2.6M2026-10-14
Navigation Group, LLC
INCREASED298,045297,091+954+0%$15.0M$15.0M-$5.6K2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED293,187313,282-20,095-6%$15.8M$14.7M-$1.1M2026-11-04
Reston Wealth Management LLC
DECREASED292,958331,834-38,876-12%$16.7M$14.7M-$2.0M2026-10-29
Horizon Financial Services, LLC
INCREASED291,057282,447+8,610+3%$14.2M$14.6M+$381.4K2026-11-04
Kagan Cocozza Asset Management
INCREASED288,848280,223+8,625+3%$14.1M$14.5M+$382.6K2026-10-19
O'Connor Financial Group LLC
INCREASED287,500286,052+1,448+1%$14.4M$14.4M+$21.2K2026-10-26
Dorval Corp
INCREASED283,641281,499+2,142+1%$14.2M$14.2M+$56.9K2026-10-29
Verus Capital Partners, LLC
INCREASED283,099271,188+11,911+4%$13.7M$14.2M+$549.2K2026-11-03
Brookstone Capital Management
DECREASED281,466297,708-16,242-5%$15.0M$14.1M-$869.1K2026-10-22
Waller Financial Planning Group, Inc
DECREASED276,043276,793-7500%$13.9M$13.9M-$87.5K2026-10-07
Montz Harcus Wealth Management LLC
INCREASED272,413256,456+15,957+6%$12.9M$13.7M+$755.0K2026-10-09
Optima Capital LLC
INCREASED270,486232,194+38,292+16%$11.7M$13.6M+$1.9M2026-10-29
Boltwood Capital Management
DECREASED270,470273,455-2,985-1%$13.8M$13.6M-$199.1K2026-10-02
Sage Advisory Services, Ltd.Co.
DECREASED261,262290,047-28,785-10%$14.6M$13.1M-$1.5M2026-10-29
Delta Wealth Advisors LLC
INCREASED260,918257,524+3,394+1%$13.0M$13.1M+$124.1K2026-10-09
Valtinson Bruner Financial Planning LLC
INCREASED260,505236,479+24,026+10%$11.9M$13.1M+$1.2M2026-11-02
Certified Advisory Corp
DECREASED259,339285,325-25,986-9%$14.4M$13.0M-$1.4M2026-10-29
Lifestyle Asset Management, Inc.
INCREASED259,211252,199+7,012+3%$12.7M$13.0M+$306.6K2026-10-20
Smart Wealth LLC
INCREASED258,334125,434+132,900+106%$6.3M$13.0M+$6.7M2026-11-04
Rosenberg Matthew Hamilton
DECREASED258,304259,321-1,0170%$13.1M$13.0M-$97.7K2026-10-05
NovaPoint Capital, LLC
DECREASED254,452256,023-1,571-1%$12.9M$12.8M-$125.0K2026-10-22
Lanark Financial, Inc.
INCREASED254,166220,493+33,673+15%$11.1M$12.8M+$1.7M2026-10-26
Henderson Brothers Financial Partners, LLC
INCREASED254,033250,263+3,770+2%$12.6M$12.8M+$144.2K2026-11-03
Leslie Global Wealth, LLC
INCREASED251,259243,250+8,009+3%$12.3M$12.6M+$358.3K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED250,669207,325+43,344+21%$10.4M$12.6M+$2.1M2026-10-26
Aquire Wealth Advisors, LLC
DECREASED249,603260,566-10,963-4%$13.1M$12.5M-$597.4K2026-10-23
WBH Advisory Inc
INCREASED243,581237,189+6,392+3%$12.0M$12.2M+$278.2K2026-11-05
True Blue Financial, LLC
INCREASED242,688166,870+75,818+45%$8.4M$12.2M+$3.8M2026-10-15
Financial Planning Fort Collins, LLC
INCREASED242,423238,847+3,576+2%$12.0M$12.2M+$208.2K2026-10-16
MGO One Seven LLC
DECREASED239,208239,555-3470%$12.1M$12.0M-$60.5K2026-10-28
Marathon Strategic Advisors, LLC
DECREASED237,129242,827-5,698-2%$12.2M$11.9M-$329.8K2026-10-20
Salomon & Ludwin, LLC
INCREASED228,195212,790+15,405+7%$10.8M$11.5M+$705.5K2026-10-29
Spartan Planning & Wealth Management
INCREASED225,221185,548+39,673+21%$9.3M$11.3M+$2.0M2026-10-13
Aspire Private Capital, LLC
INCREASED223,307170,271+53,036+31%$8.6M$11.2M+$2.6M2026-11-05
Amicus Financial Advisors, LLC
DECREASED222,917233,908-10,991-5%$11.8M$11.2M-$594.0K2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED221,620225,582-3,962-2%$11.4M$11.1M-$239.5K2026-10-29
Wrenne Financial Planning LLC
INCREASED215,009213,495+1,514+1%$10.8M$10.8M+$37.6K2026-10-30
New England Capital Financial Advisors LLC
DECREASED213,672214,550-8780%$10.8M$10.7M-$82.7K2026-11-03
Xena Financial Planning, LLC
INCREASED211,187210,482+705+0%$10.6M$10.6M-$2.5K2026-10-13
Partnership Wealth Management, LLC
DECREASED210,736218,092-7,356-3%$11.0M$10.6M-$408.6K2026-10-05
Brown Financial Advisory
INCREASED206,932206,062+870+0%$10.4M$10.4M+$6.6K2026-11-05
Modera Wealth Management, LLC
INCREASED205,352202,411+2,941+1%$10.2M$10.3M+$111.2K2026-10-28
Security Financial Services, Inc.
INCREASED204,671196,270+8,401+4%$9.9M$10.3M+$386.5K2026-10-29
Bensler, LLC
INCREASED204,211189,528+14,683+8%$9.6M$10.3M+$703.1K2026-11-05
Legacy Solutions, LLC
INCREASED198,997197,021+1,976+1%$9.9M$10.0M+$63.8K2026-10-07
IFS Advisors, LLC
INCREASED191,930189,548+2,382+1%$9.6M$9.6M+$85.5K2026-10-14
Fortitude Financial, LLC
INCREASED190,267169,276+20,991+12%$8.5M$9.6M+$1.0M2026-10-19
Orin Green Financial, LLC
DECREASED190,193196,823-6,630-3%$9.9M$9.5M-$368.3K2026-10-19
Integrated Capital Management, Inc.
DECREASED188,815196,927-8,112-4%$9.9M$9.5M-$442.7K2026-10-09
Bay Capital Advisors, LLC
INCREASED182,855182,385+470+0%$9.2M$9.2M-$9.2K2026-10-16
YHB Investment Advisors, Inc.
INCREASED181,758181,509+249+0%$9.1M$9.1M-$20.2K2026-10-08
Sherman Wealth Management LLC
INCREASED180,699167,877+12,822+8%$8.5M$9.1M+$613.5K2026-10-16
XML Financial, LLC
INCREASED180,099171,087+9,012+5%$8.6M$9.0M+$421.7K2026-10-29
Aire Advisors, LLC
DECREASED179,125184,448-5,323-3%$9.3M$9.0M-$300.5K2026-10-22
Financial Advisory Partners, LLC
INCREASED177,832171,356+6,476+4%$8.6M$8.9M+$294.3K2026-10-23
BIP Wealth, LLC
INCREASED171,068170,740+328+0%$8.6M$8.6M-$14.2K2026-10-22
Trek Financial, LLC
INCREASED168,1344,165+163,969+3937%$209.9K$8.4M+$8.2M2026-10-29
Sentinel Pension Advisors, LLC
DECREASED165,188166,193-1,005-1%$8.2M$8.3M+$87.5K2026-11-02
Ironwood Wealth Management, Llc.
DECREASED164,464165,020-5560%$8.3M$8.3M-$57.6K2026-10-28
Optimist Retirement Group LLC
DECREASED163,142164,804-1,662-1%$8.3M$8.2M-$113.1K2026-10-30
Diligent Investors, LLC
INCREASED158,768158,189+579+0%$8.0M$8.0M+$5982026-10-21
Independent Financial Group, LLC
INCREASED158,764123,373+35,391+29%$6.2M$8.0M+$1.8M2026-10-13
Midwest Financial Network, LLC
INCREASED156,94271,656+85,286+119%$3.6M$7.9M+$4.3M2026-10-13
Aerodigm Wealth, LLC
DECREASED153,758154,240-4820%$7.8M$7.7M-$52.0K2026-10-16
Benchmark Financial, LLC
INCREASED152,954148,127+4,827+3%$7.5M$7.7M+$215.7K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED152,21850,851+101,367+199%$2.6M$7.6M+$5.1M2026-10-26
Parallel Advisors, LLC
INCREASED149,670126,205+23,465+19%$6.4M$7.5M+$1.2M2026-11-03
Oregon Pacific Wealth Management, LLC
DECREASED145,842150,423-4,581-3%$7.6M$7.3M-$257.1K2026-10-20
Sheets Smith Wealth Management
DECREASED143,772146,558-2,786-2%$7.4M$7.2M-$166.3K2026-10-16
Avior Wealth Management, LLC
DECREASED143,065152,322-9,257-6%$7.7M$7.2M-$492.2K2026-10-13
TCP Asset Management, LLC
DECREASED141,233161,506-20,273-13%$8.1M$7.1M-$1.0M2026-10-14
Wilkins Miller Wealth Management, LLC
INCREASED140,248139,886+362+0%$7.0M$7.0M-$7.0K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED137,874131,460+6,414+5%$6.6M$7.0M+$384.2K2026-10-22
Smith Thornton Advisors LLC
INCREASED137,814132,394+5,420+4%$6.5M$6.9M+$371.4K2026-10-16
Convergence Financial, LLC
DECREASED137,564275,024-137,460-50%$13.9M$6.9M-$7.0M2026-10-27
BCS Wealth Management
DECREASED137,306138,105-799-1%$7.0M$6.9M-$65.0K2026-11-03
Ignite Planners, LLC
DECREASED134,648194,770-60,122-31%$9.8M$6.8M-$3.0M2026-10-14
Venture Visionary Partners LLC
INCREASED132,709105,935+26,774+25%$5.3M$6.7M+$1.3M2026-10-07
Vested Financial Planning, LLC
DECREASED131,357151,131-19,774-13%$7.6M$6.6M-$1.0M2026-10-28
Novem Group
DECREASED131,264153,375-22,111-14%$7.7M$6.6M-$1.1M2026-10-19
Occidental Asset Management, LLC
DECREASED128,156129,662-1,506-1%$6.5M$6.4M-$99.0K2026-11-05
Montis Financial, LLC
DECREASED125,899127,107-1,208-1%$6.4M$6.3M-$83.6K2026-11-04
SYM Financial Corp
DECREASED125,523125,776-2530%$6.3M$6.3M-$35.3K2026-10-26
Balefire, LLC
INCREASED125,500100,882+24,618+24%$5.1M$6.3M+$1.2M2026-10-09
Founders Financial Securities LLC
NEW124,887—+124,887——$6.3M—2026-10-28
Cabot Wealth Management Inc
INCREASED124,307116,463+7,844+7%$5.9M$6.2M+$372.9K2026-11-05
Hughes Financial Services, LLC
DECREASED123,809124,710-901-1%$6.3M$6.2M-$87.5K2026-10-30
Raleigh Capital Management Inc.
INCREASED123,27783,292+39,985+48%$4.2M$6.2M+$2.0M2026-10-28
Ervin Investment Management, LLC
INCREASED122,150120,510+1,640+1%$6.1M$6.1M+$60.7K2026-10-23
BayBridge Capital Group, LLC
DECREASED120,665160,936-40,271-25%$8.1M$6.1M-$2.1M2026-10-13
Valpey Financial Services, LLC
DECREASED120,320120,657-3370%$6.1M$6.0M-$38.7K2026-10-30
FDx Advisors, Inc.
DECREASED117,348125,711-8,363-7%$6.3M$5.9K-$6.3M2026-11-05
Northwest Wealth Advisors, LLC
INCREASED116,507102,944+13,563+13%$5.2M$5.8M+$662.5K2026-11-02
Weitzel Financial Services, Inc.
INCREASED116,350108,695+7,655+7%$5.4M$5.9M+$432.8K2026-10-16
Trilogy Capital Inc.
INCREASED113,850111,040+2,810+3%$5.6M$5.7M+$121.1K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED110,375110,37500%$5.6M$5.5M-$19.9K2026-10-05
Towercrest Capital Management
DECREASED109,621117,680-8,059-7%$5.9M$5.5M-$425.8K2026-10-23
ARQ Wealth Advisors, LLC
DECREASED106,556108,091-1,535-1%$5.4M$5.4M-$44.6K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED105,60783,187+22,420+27%$4.2M$5.3M+$1.1M2026-10-16
Norway Savings Bank
INCREASED105,585103,186+2,399+2%$5.2M$5.3M+$101.9K2026-10-20
DeDora Capital, Inc.
UNCHANGED104,837104,83700%$5.3M$5.3M-$18.9K2026-10-26
International Private Wealth Advisors LLC
INCREASED104,09797,716+6,381+7%$4.9M$5.2M+$302.8K2026-11-05
Investment Partners, Ltd.
INCREASED103,97446,998+56,976+121%$2.4M$5.2M+$2.9M2026-10-29
Choreo, LLC
DECREASED103,022111,285-8,263-7%$5.6M$5.2M-$434.9K2026-10-28
Aspetuck Financial Management LLC
DECREASED102,689105,510-2,821-3%$5.3M$5.2M-$160.6K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED101,915105,590-3,675-3%$5.3M$5.1M-$203.5K2026-11-03
QP Wealth Management, LLC
INCREASED100,63199,438+1,193+1%$5.0M$5.1M+$42.0K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED100,103100,769-666-1%$5.1M$5.0M-$51.6K2026-10-06
Sowell Financial Services LLC
INCREASED98,85676,051+22,805+30%$3.8M$5.0M+$1.1M2026-10-23
G&S Capital LLC
INCREASED98,30292,587+5,715+6%$4.7M$4.9M+$270.3K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED97,47195,501+1,970+2%$4.8M$4.9M+$81.7K2026-10-14
Vise Technologies, Inc.
INCREASED97,13484,067+13,067+16%$4.2M$4.9M+$641.0K2026-10-29
Legacy Wealth Partners, LLC
INCREASED96,38368,834+27,549+40%$3.5M$4.8M+$1.4M2026-10-15
Axxcess Wealth Management, LLC
DECREASED94,4402,161,356-2,066,916-96%$108.9M$4.7M-$104.2M2026-10-21
Financial Insights, Inc.
DECREASED93,48893,637-1490%$4.7M$4.7M-$24.4K2026-10-27
Mccarter Private Wealth Services LLC
INCREASED93,14089,878+3,262+4%$4.5M$4.7M+$147.6K2026-10-22
TBH Global Asset Management, LLC
INCREASED92,10566,500+25,605+39%$3.4M$4.8M+$1.5M2026-11-03
Private Trust Co NA
INCREASED91,25483,777+7,477+9%$4.2M$4.6M+$360.3K2026-10-20
LexAurum Advisors, LLC
INCREASED91,11589,452+1,663+2%$4.5M$4.6M+$67.4K2026-10-19
Range Financial Group LLC
DECREASED90,79494,701-3,907-4%$4.8M$4.6M-$213.2K2026-10-21
Advisor OS, LLC
DECREASED90,47195,123-4,652-5%$4.8M$4.5M-$250.7K2026-11-03
Visionary Wealth Advisors
DECREASED90,02990,755-726-1%$4.6M$4.5M-$52.8K2026-11-04
Richmond Investment Services, LLC
DECREASED89,91990,283-3640%$4.5M$4.5M-$34.5K2026-10-29
Cooksen Wealth, LLC
INCREASED89,34987,309+2,040+2%$4.4M$4.5M+$66.2K2026-10-13
BlueChip Wealth Advisors LLC
INCREASED88,93273,830+15,102+20%$3.7M$4.5M+$745.0K2026-11-03
Rossby Financial, LCC
DECREASED88,93089,801-871-1%$4.5M$4.5M-$59.9K2026-11-05
HBW Advisory Services LLC
DECREASED88,64993,707-5,058-5%$4.7M$4.5M-$270.8K2026-10-15
Paladin Wealth, LLC
DECREASED87,27488,556-1,282-1%$4.5M$4.4M-$80.3K2026-10-23
Towerpoint Wealth, LLC
DECREASED87,14588,065-920-1%$4.4M$4.4M-$62.0K2026-10-13
Yankcom Partnership
INCREASED86,82386,755+68+0%$4.4M$4.4M-$12.2K2026-10-15
Univest Financial Corp
DECREASED86,01786,389-3720%$4.4M$4.3M-$34.2K2026-11-05
Downshift Financial, LLC
INCREASED85,82280,647+5,175+6%$4.1M$4.3M+$245.3K2026-10-13
Stevens Capital Partners
INCREASED84,97284,662+310+0%$4.3M$4.3M+$3352026-10-29
Steele Capital Management, Inc.
DECREASED84,77585,458-683-1%$4.3M$4.3M-$49.7K2026-11-02
Patriot Investment Management Group, Inc.
UNCHANGED84,48884,48800%$4.3M$4.2M-$15.2K2026-10-15
Larson Financial Group LLC
INCREASED83,99074,499+9,491+13%$3.8M$4.2M+$463.1K2026-11-05
Bell Bank
INCREASED82,84763,641+19,206+30%$3.2M$4.2M+$952.9K2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED80,43779,691+746+1%$4.0M$4.0M+$23.1K2026-10-13
Alliance Wealth Management Group
DECREASED80,21287,787-7,575-9%$4.4M$4.0M-$396.1K2026-10-29
Koshinski Asset Management, Inc.
DECREASED80,06980,312-2430%$4.0M$4.0M-$26.6K2026-10-29
Eclectic Associates Inc
DECREASED80,00786,197-6,190-7%$4.3M$4.0M-$326.3K2026-10-09
Breachway Investments LLC
INCREASED79,03778,461+576+1%$4.0M$4.0M+$14.8K2026-10-19
NBT Bank, N.A.
DECREASED78,53578,907-3720%$4.0M$3.9M-$32.9K2026-10-21
VestGen Advisors, LLC
DECREASED77,00077,440-440-1%$3.9M$3.9M-$36.0K2026-10-27
Global Financial Private Client, LLC
INCREASED76,01166,732+9,279+14%$3.4M$3.8M+$453.9K2026-10-15
Seven Hills Financial, LLC
NEW75,378—+75,378——$3.8M—2026-10-13
Equita Financial Network, Inc.
DECREASED75,27775,543-2660%$3.8M$3.8M-$27.0K2026-10-19
SkyOak Wealth, LLC
DECREASED74,57776,708-2,131-3%$3.9M$3.7M-$120.8K2026-10-28
HUB Investment Partners, LLC
DECREASED72,74072,928-1880%$3.7M$3.7M-$22.6K2026-11-03
Richardson Financial Services Inc.
INCREASED70,43763,574+6,863+11%$3.2M$3.5M+$333.1K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED68,63967,791+848+1%$3.4M$3.4M+$30.4K2026-10-20
21 West Wealth Management LLC
DECREASED68,11369,603-1,490-2%$3.5M$3.4M-$87.3K2026-10-13
United Asset Strategies, Inc.
INCREASED67,88166,131+1,750+3%$3.3M$3.4M+$76.0K2026-10-28
Trinity Wealth Management, LLC
INCREASED67,80065,190+2,610+4%$3.3M$3.4M+$119.3K2026-10-13
Norden Group LLC
DECREASED66,98972,555-5,566-8%$3.7M$3.4M-$292.5K2026-10-20
Puff Wealth Management, LLC
DECREASED64,94886,360-21,412-25%$4.4M$3.3M-$1.1M2026-10-07
JFS Wealth Advisors, LLC
DECREASED64,81865,136-3180%$3.3M$3.3M-$27.7K2026-11-03
Enclave Advisors LLC
INCREASED64,79353,432+11,361+21%$2.7M$3.3M+$560.8K2026-10-14
Northwest Wealth Management, LLC
DECREASED62,74264,203-1,461-2%$3.2M$3.2M-$84.9K2026-10-30
Virtue Capital Management, LLC
DECREASED62,10266,732-4,630-7%$3.4M$3.1M-$244.5K2026-10-29
Lunt Capital Management, Inc.
INCREASED62,07262,030+42+0%$3.1M$3.1M-$9.1K2026-10-30
Gainplan LLC
INCREASED61,55755,519+6,038+11%$2.8M$3.1M+$293.2K2026-10-09
Able Financial Group, LLC
INCREASED61,08160,551+530+1%$3.1M$3.1M+$15.7K2026-10-14
Baron Financial Group, LLC
INCREASED60,99260,757+235+0%$3.1M$3.1M+$8632026-10-09
FF Advisors,LLC
DECREASED60,17060,546-376-1%$3.1M$3.0M-$29.8K2026-10-21
Landmark Wealth Management, LLC
DECREASED59,66361,101-1,438-2%$3.1M$3.0M-$83.2K2026-11-03
Breakwater Investment Management
DECREASED59,13064,453-5,323-8%$3.2M$3.0M-$278.9K2026-10-20
Orba Wealth Advisors, L.L.C.
DECREASED59,11167,862-8,751-13%$3.4M$3.0M-$451.6K2026-10-23
Simon Quick Advisors, LLC
DECREASED58,55359,426-873-1%$3.0M$2.9M-$54.5K2026-10-26
Financial Network Wealth Advisors LLC
INCREASED58,04856,673+1,375+2%$2.9M$2.9M+$58.8K2026-10-28
Chicago Capital, LLC
UNCHANGED58,00058,00000%$2.9M$2.9M-$10.4K2026-10-13
Stablepoint Partners, LLC
INCREASED57,99151,218+6,773+13%$2.6M$2.9M+$330.9K2026-11-03
Life Planning Partners, Inc
DECREASED57,75567,750-9,995-15%$3.4M$2.9M-$514.0K2026-10-28
Opus Capital Group, LLC
INCREASED57,17556,850+325+1%$2.9M$2.9K-$2.9M2026-10-30
Private Wealth Group, LLC
INCREASED55,77752,122+3,655+7%$2.6M$2.8M+$174.1K2026-10-19
Livet Wealth, LLC
UNCHANGED55,44755,44700%$2.8M$2.8M-$10.0K2026-10-27
AdvisorNet Financial, Inc
INCREASED54,77354,662+111+0%$2.8M$2.7M-$57.9K2026-10-15
Foronjy Financial LLC
INCREASED53,84641,600+12,246+29%$2.1M$2.7M+$607.4K2026-10-14
Kohmann Bosshard Financial Services, LLC
DECREASED53,51156,817-3,306-6%$2.9M$2.7M-$176.2K2026-11-04
Pinnacle Associates LTD
UNCHANGED52,85452,85400%$2.7M$2.7M-$9.5K2026-10-20
Watershed Private Wealth LLC
DECREASED51,95753,830-1,873-3%$2.7M$2.6M-$103.7K2026-10-30
Ascent Group, LLC
INCREASED51,53142,530+9,001+21%$2.1M$2.6M+$444.3K2026-10-30
Lockerman Financial Group, Inc.
INCREASED51,04134,226+16,815+49%$1.7M$2.6M+$838.1K2026-10-19
Sherman Asset Management, Inc.
DECREASED48,48148,543-620%$2.4M$2.4M-$11.9K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED47,98647,98600%$2.4M$2.4M-$8.6K2026-10-23
Ethic Inc.
INCREASED47,6806,198+41,482+669%$312.3K$2.4M+$2.1M2026-11-03
Sage Mountain Advisors LLC
UNCHANGED47,17147,17100%$2.4M$2.4M-$8.5K2026-11-02
Apollon Wealth Management, LLC
INCREASED47,06242,182+4,880+12%$2.1M$2.4M+$237.4K2026-10-23
Econ Financial Services Corp
DECREASED46,71852,177-5,459-10%$2.6M$2.3M-$283.5K2026-10-19
Clark Asset Management, LLC
INCREASED46,27217,382+28,890+166%$875.9K$2.3M+$1.4M2026-10-19
SeaBridge Investment Advisors LLC
NEW46,008—+46,008——$2.3M—2026-11-02
TKG Advisors, LLC
INCREASED45,21740,569+4,648+11%$2.0M$2.3M+$226.0K2026-11-02
McNaughton Wealth Management, LLC
INCREASED45,08643,678+1,408+3%$2.2M$2.3M+$62.8K2026-10-09
Worth Financial Advisory Group, LLC
DECREASED44,69246,369-1,677-4%$2.3M$2.2M-$92.5K2026-10-19
Carroll Advisory Group, LLC
DECREASED44,45547,141-2,686-6%$2.4M$2.2M-$143.4K2026-10-16
Wedmont Private Capital
DECREASED43,37248,654-5,282-11%$2.4M$2.2M-$293.0K2026-10-09
Iron Financial LLC
DECREASED43,04643,264-2180%$2.2M$2.2M-$18.7K2026-10-23
Tempus Wealth Planning, LLC
DECREASED42,80343,168-365-1%$2.2M$2.1M-$26.1K2026-10-14
Legacy Private Trust Co.
DECREASED41,97742,115-1380%$2.1M$2.1M-$14.5K2026-10-06
MCF Advisors LLC
UNCHANGED41,75641,75600%$2.1M$2.1M-$7.5K2026-10-28
WealthPoint Financial, LLC
INCREASED41,65835,888+5,770+16%$1.8M$2.1M+$283.3K2026-11-03
Andrews Advisory Associates, LLC
DECREASED41,55045,769-4,219-9%$2.3M$2.1M-$220.1K2026-10-15
ACT Advisors, Llc.
DECREASED41,29944,171-2,872-6%$2.2M$2.1M-$152.2K2026-10-15
Bill Few Associates, Inc.
INCREASED40,83440,448+386+1%$2.0M$2.1M+$12.1K2026-10-09
Triad Wealth Partners, LLC
DECREASED40,06441,787-1,723-4%$2.1M$2.0M-$91.9K2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED39,76036,684+3,076+8%$1.8M$2.0M+$147.8K2026-11-03
Roan Capital Partners
INCREASED39,07037,901+1,169+3%$1.9M$2.0M+$51.9K2026-10-09
Krilogy Financial LLC
INCREASED38,63038,456+174+0%$1.9M$1.9M-$18.3K2026-10-13
Hibernia Wealth Partners, LLC
INCREASED38,44736,901+1,546+4%$1.9M$1.9M+$71.0K2026-10-29
Lido Advisors, LLC
INCREASED38,33931,703+6,636+21%$1.6M$1.9M+$327.5K2026-11-04
Black Diamond Financial, LLC
DECREASED37,36237,445-830%$1.9M$1.9M-$10.9K2026-10-26
River Street Advisors LLC
INCREASED37,09936,533+566+2%$1.8M$1.9M+$21.8K2026-10-22
Outlook Wealth Advisors, LLC
INCREASED36,71930,356+6,363+21%$1.5M$1.8M+$316.1K2026-10-28
StoneX Group Inc.
DECREASED36,59943,830-7,231-16%$2.2M$1.8M-$363.5K2026-11-03
Guardian Asset Advisors, LLC
INCREASED36,17011,138+25,032+225%$561.2K$1.8M+$1.3M2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED36,06630,692+5,374+18%$1.5M$1.8M+$254.9K2026-10-20
Great Diamond Partners, LLC
INCREASED35,86435,354+510+1%$1.8M$1.8M+$19.2K2026-10-13
Eagle Strategies LLC
UNCHANGED35,68835,68800%$1.8M$1.8M-$6.4K2026-10-16
Dagco, Inc.
INCREASED35,67135,368+303+1%$1.8M$1.8M+$8.8K2026-10-20
Fullerton Advisors, LLC
DECREASED35,31235,468-1560%$1.8M$1.8M-$14.2K2026-10-14
Wealthcare Capital Partners, LLC
INCREASED35,17732,681+2,496+8%$1.6M$1.8M+$119.4K2026-10-21
Howard Wealth Management, LLC
DECREASED35,07035,731-661-2%$1.8M$1.8M-$39.7K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED34,58734,525+62+0%$1.7M$1.7M+$9.5K2026-10-30
Idaho Trust Co
DECREASED34,33044,894-10,564-24%$2.3M$1.7M-$538.4K2026-11-04
MBM Wealth Consultants, LLC
INCREASED34,09333,319+774+2%$1.7M$1.7M+$32.9K2026-10-20
Ridgewood Investments LLC
DECREASED34,00736,516-2,509-7%$1.8M$1.7M-$132.5K2026-10-05
Realta Investment Advisors
DECREASED33,93536,822-2,887-8%$1.9M$1.7M-$151.6K2026-10-14
True North Advisors, LLC
UNCHANGED33,82033,82000%$1.7M$1.7M-$6.1K2026-10-22
USAdvisors Wealth Management, LLC
DECREASED33,81934,113-294-1%$1.7M$1.7K-$1.7M2026-10-21
October Effect Ltd
INCREASED33,78929,345+4,444+15%$1.5M$1.7M+$217.9K2026-10-20
Altrius Capital Management Inc
INCREASED33,41532,312+1,103+3%$1.6M$1.7M+$49.6K2026-11-05
Corda Investment Management, Llc.
DECREASED33,32233,531-209-1%$1.7M$1.7M-$16.5K2026-10-22
Aegis Wealth Management, Inc.
INCREASED33,03824,454+8,584+35%$1.2M$1.7M+$426.6K2026-10-26
Meridian Wealth Management, LLC
INCREASED32,72132,122+599+2%$1.6M$1.6M+$24.3K2026-11-05
Goldstein Advisors, LLC
INCREASED32,56232,058+504+2%$1.6M$1.6M+$19.5K2026-10-15
Tannin Capital LLC
INCREASED32,42627,785+4,641+17%$1.4M$1.6M+$228.0K2026-11-05
Laurel Wealth Planning LLC
DECREASED32,34334,318-1,975-6%$1.7M$1.6M-$105.4K2026-11-02
Courier Capital LLC
DECREASED32,32733,457-1,130-3%$1.7M$1.6M-$62.8K2026-10-19
Independent Wealth Network Inc.
INCREASED31,52230,283+1,239+4%$1.5M$1.6M+$56.7K2026-10-19
Narus Financial Partners, LLC
DECREASED31,47632,002-526-2%$1.6M$1.6M-$32.2K2026-10-19
Keystone Wealth Services, LLC
DECREASED31,39831,440-420%$1.6M$1.6M+$4.2K2026-11-03
Bison Wealth, LLC
DECREASED30,67233,023-2,351-7%$1.7M$1.5M-$154.8K2026-10-13
Phillips Financial Management, LLC
UNCHANGED30,41930,41900%$1.5M$1.5M-$5.5K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED29,96021,046+8,914+42%$1.1M$1.5M+$443.8K2026-10-27
Detalus Advisors, LLC
DECREASED29,26230,157-895-3%$1.5M$1.5M-$50.4K2026-10-15
Vericrest Private Wealth
UNCHANGED28,83928,83900%$1.5M$1.4M-$5.2K2026-10-21
Integrity Wealth Partners, LLC
NEW28,819—+28,819——$1.4M—2026-10-14
WealthCare Investment Partners, LLC
INCREASED28,63424,811+3,823+15%$1.3M$1.4M+$187.5K2026-11-05
Sterling Wealth Management, Inc.
DECREASED28,50532,378-3,873-12%$1.6M$1.4M-$200.3K2026-10-23
Midwest Trust Co
INCREASED28,24311,244+16,999+151%$566.6K$1.4M+$851.5K2026-10-22
Silverlake Wealth Management LLC
DECREASED28,06538,916-10,851-28%$2.0M$1.4M-$551.9K2026-10-21
Peirce Capital Management, LLC
DECREASED27,44627,760-314-1%$1.4M$1.4M-$20.8K2026-10-19
Seneca Financial Advisors LLC
UNCHANGED27,36127,36100%$1.4M$1.4M-$4.9K2026-10-28
Advisors Management Group Inc
DECREASED26,78927,764-975-4%$1.4M$1.3K-$1.4M2026-11-05
American Institute for Advanced Investment Management, LLP
INCREASED26,49525,877+618+2%$1.3M$1.3M+$26.4K2026-11-03
MidAtlantic Capital Management, Inc.
UNCHANGED26,18326,18300%$1.3M$1.3M-$4.7K2026-11-05
Penobscot Wealth Management
DECREASED26,15126,713-562-2%$1.3M$1.3M-$33.0K2026-10-21
Mosley Wealth Management
INCREASED25,77924,027+1,752+7%$1.2M$1.3M+$65.9K2026-10-16
CoreCap Advisors, LLC
DECREASED25,54126,238-697-3%$1.3M$1.3M-$39.7K2026-10-08
Petersen Hastings Wealth Advisors Inc.
DECREASED25,51225,626-1140%$1.3M$1.3M-$10.3K2026-10-27
IFG Advisors, LLC
DECREASED25,37226,548-1,176-4%$1.3M$1.3M-$63.8K2026-10-15
GLR Partners, LLC
DECREASED25,07425,254-180-1%$1.3M$1.3M-$13.6K2026-11-04
rebel Financial LLC
DECREASED24,80093,759-68,959-74%$4.7M$1.2M-$3.5M2026-11-04
Cannon Financial Strategists, Inc.
INCREASED24,49424,362+132+1%$1.2M$1.2M+$2.2K2026-10-19
Compound Planning, Inc.
DECREASED24,29856,054-31,756-57%$2.8M$1.2M-$1.6M2026-11-05
Gilpin Wealth Management, LLC
DECREASED24,01024,075-650%$1.2M$1.2M-$7.6K2026-10-09
SFG Wealth Management, Llc.
INCREASED23,72823,258+470+2%$1.2M$1.2M+$19.4K2026-10-23
Bokf, NA
UNCHANGED23,59723,59700%$1.2M$1.2M-$4.2K2026-10-27
Csenge Advisory Group
DECREASED23,29124,348-1,057-4%$1.2M$1.2M-$57.5K2026-11-04
Sanchez Wealth Management Group
DECREASED23,287319,517-296,230-93%$16.1M$1.2M-$14.9M2026-11-02
Key FInancial Inc
DECREASED23,27323,577-304-1%$1.2M$1.2M-$19.5K2026-11-02
Alliance Wealth Advisors, LLC
DECREASED22,91627,846-4,930-18%$1.4M$1.2M-$252.5K2026-10-28
Partners Wealth Management, LLC
NEW22,891—+22,891——$1.1M—2026-10-28
Howard Financial Services, Ltd.
INCREASED22,73022,437+293+1%$1.1M$1.1M+$10.7K2026-10-15
Barnes Dennig Private Wealth Management LLC
DECREASED21,74121,975-234-1%$1.1M$1.1M-$15.7K2026-10-30
Creative Financial Designs Inc
INCREASED21,68318,776+2,907+15%$946.1K$1.1M+$142.6K2026-11-04
Nations Financial Group Inc,
INCREASED21,31421,237+77+0%$1.1M$1.1M+$442026-11-05
Integris Wealth Management, LLC
INCREASED21,30520,705+600+3%$1.0M$1.1M+$26.4K2026-10-14
Pacifica Partners Inc.
INCREASED21,11618,741+2,375+13%$938.3K$1.1M+$115.4K2026-10-09
Destiny Capital Corp
UNCHANGED20,84320,84300%$1.1M$1.0M-$3.8K2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED20,50825,713-5,205-20%$1.3M$1.0M-$266.0K2026-10-13
Ridgeline Wealth Planning, LLC
DECREASED20,48020,580-1000%$1.0M$1.0M-$8.7K2026-10-29
Redwood Financial Network Corp
INCREASED20,45520,063+392+2%$1.0M$1.0M+$16.1K2026-11-03
KFG LLC
NEW20,377—+20,377——$1.0M—2026-11-02
Spectrum Planning & Advisory Services Inc.
DECREASED20,36421,454-1,090-5%$1.1M$1.0M-$58.6K2026-11-05
Pacific Park Financial, Inc.
INCREASED20,18515,136+5,049+33%$762.7K$1.0M+$250.8K2026-10-13
Keybank National Association
UNCHANGED20,08620,08600%$1.0M$1.0M-$3.6K2026-11-04
SeedSafe Financial LLC
DECREASED19,99920,425-426-2%$1.0M$1.0M-$24.8K2026-11-02
Strategic Blueprint, LLC
DECREASED19,88819,946-580%$1.0M$998.6K-$6.5K2026-10-22
Allen Capital Group, LLC
DECREASED19,85120,158-307-2%$1.0M$996.7K-$19.0K2026-10-27
Uptown Financial Advisors LLC
DECREASED19,80920,066-257-1%$1.0M$994.6K-$16.5K2026-10-15
Apollon Financial, LLC
INCREASED19,75219,685+67+0%$991.9K$991.7K-$1832026-10-23
J.W. Cole Advisors, Inc.
INCREASED19,16718,808+359+2%$947.8K$962.4K+$14.6K2026-11-05
FWG Investments, Llc.
DECREASED18,97819,634-656-3%$989.4K$952.9K-$36.5K2026-11-03
Valeo Financial Advisors, LLC
INCREASED18,71317,994+719+4%$433.5K$468.1K+$34.6K2026-10-08
Wealth Advisors Northwest LLC
DECREASED18,60621,534-2,928-14%$1.1M$934.2K-$150.9K2026-10-29
Sigma Planning Corp
DECREASED18,29834,698-16,400-47%$1.7M$905.5K-$843.0K2026-10-23
Professional Financial Advisors, LLC
DECREASED18,17218,321-149-1%$923.2K$912.4K-$10.8K2026-10-13
Tlwm
INCREASED18,12117,879+242+1%$900.9K$909.9K+$8.9K2026-10-09
Gateway Investment Advisers LLC
UNCHANGED18,07618,07600%$910.9K$907.6K-$3.3K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED18,06218,06200%$910.1K$910.1K$02026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED18,06118,206-145-1%$917.4K$906.8K-$10.6K2026-10-16
M Holdings Securities, Inc.
DECREASED18,05718,509-452-2%$928.0K$893-$927.1K2026-11-03
Absolute Capital Management, LLC
INCREASED17,91715,604+2,313+15%$786.3K$899.6K+$113.3K2026-10-16
Wiregrass Investment Management LLC
DECREASED17,84317,880-370%$901.0K$895.9K-$5.1K2026-11-05
Schwallier Wealth Management LLC
DECREASED17,83319,935-2,102-11%$1.0M$895.4K-$109.2K2026-11-05
KMG Fiduciary Partners, LLC
DECREASED17,45441,617-24,163-58%$2.1M$876.4K-$1.2M2026-10-14
Brighton Jones LLC
DECREASED17,26117,521-260-1%$882.9K$866.7K-$16.2K2026-11-03
Triumph Capital Management
DECREASED16,97118,133-1,162-6%$913.7K$852.1K-$61.6K2026-10-14
Fifth Third Securities, Inc.
INCREASED16,96814,908+2,060+14%$751.2K$852.0K+$100.7K2026-10-21
Leverty Financial Group, LLC
DECREASED16,87017,518-648-4%$882.7K$847.0K-$35.7K2026-10-08
E6 Portfolios, LLC
DECREASED16,84116,848-70%$849.0K$845.6K-$3.4K2026-10-26
Baker Tilly Wealth Management, LLC
DECREASED16,73018,741-2,011-11%$944.4K$840.0K-$104.3K2026-10-05
Maia Wealth LLC
INCREASED16,66616,566+100+1%$834.8K$836.8K+$2.0K2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED16,60815,369+1,239+8%$774.4K$833.9K+$59.4K2026-10-21
Chicago Partners Investment Group LLC
DECREASED16,47216,540-680%$817.9K$808.1K-$9.8K2026-10-27
SteelPeak Wealth, LLC
INCREASED16,46212,760+3,702+29%$643.0K$826.5K+$183.6K2026-10-16
South Shore Capital Advisors
INCREASED16,34015,705+635+4%$791.4K$820.4K+$29.1K2026-10-20
Balboa Wealth Partners
INCREASED16,30312,477+3,826+31%$628.7K$818.6K+$189.9K2026-10-20
Kraft, Davis & Associates, LLC
INCREASED16,13215,742+390+2%$780.0K$795.7K+$15.8K2026-10-21
McClarren Financial Advisors, Inc.
DECREASED16,12217,802-1,680-9%$897.0K$809.5K-$87.5K2026-10-15
Summit Financial Strategies, Inc.
UNCHANGED16,10316,10300%$811.4K$808.5K-$2.9K2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED16,05016,05000%$808.8K$805.9K-$2.9K2026-10-19
Cornerstone Enterprises, LLC
NEW16,037—+16,037——$805.2K—2026-10-15
Acropolis Investment Management, LLC
UNCHANGED15,92315,92300%$802.4K$799.5K-$2.9K2026-10-08
Wealthcare Capital Management LLC
INCREASED15,69115,640+51+0%$788.1K$787.8K-$2552026-10-21
Western Reserve Capital Management, LLC
INCREASED15,66115,558+103+1%$784.0K$786.3K+$2.4K2026-10-14
Stone Summit Wealth LLC
DECREASED15,54816,919-1,371-8%$852.6K$780.7K-$71.9K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED15,52116,720-1,199-7%$842.5K$779.3K-$63.2K2026-10-30
RMR Wealth Builders
UNCHANGED15,51715,51700%$781.9K$779.1K-$2.8K2026-10-22
Cedar Point Capital Partners, LLC
INCREASED15,47014,867+603+4%$749.1K$776.7K+$27.6K2026-10-29
Evergreen Capital Management LLC
DECREASED15,41715,842-425-3%$798.3K$774.1K-$24.2K2026-10-23
PFG Advisors
DECREASED15,22816,804-1,576-9%$846.7K$764.6K-$82.2K2026-10-16
Meredith Wealth Planning
NEW15,115—+15,115——$758.9K—2026-10-14
LVM Capital Management LTD
UNCHANGED15,10015,10000%$761$758.2K+$757.4K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED15,07915,07900%$759.8K$757.1K-$2.7K2026-10-23
McAdam, LLC
INCREASED15,01013,429+1,581+12%$676.7K$753.7K+$77.0K2026-10-21
Inscription Capital, LLC
DECREASED14,96714,968-10%$754.2K$751.5K-$2.7K2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED14,92315,062-139-1%$759.0K$749.3K-$9.7K2026-10-09
Upper Left Wealth Management, LLC
UNCHANGED14,83714,83700%$747.6K$745.0K-$2.7K2026-10-14
PKS Advisory Services, LLC
UNCHANGED14,82114,82100%$746.8K$746.8K$02026-10-26
TopTier Wealth Management, LLC
INCREASED14,7698,297+6,472+78%$418.1K$741.6K+$323.5K2026-10-16
Aletheian Wealth Advisors LLC
DECREASED14,52414,525-10%$731.9K$729.3K-$2.7K2026-10-08
Prospect Financial Group LLC
DECREASED14,47614,742-266-2%$742.8K$726.8K-$16.0K2026-11-05
Cape Investment Advisory, Inc.
INCREASED14,45914,436+23+0%$727.4K$726.0K-$1.4K2026-10-13
OpenArc Corporate Advisory, LLC
NEW14,388—+14,388——$722.4K—2026-10-21
Yoder Wealth Management, Inc.
UNCHANGED14,30014,30000%$720.6K$718.0K-$2.6K2026-10-13
Sharkey, Howes & Javer
DECREASED14,16423,258-9,094-39%$1.2M$711.2K-$460.8K2026-10-22
Fell Capital Management
INCREASED13,67913,047+632+5%$657.4K$686.8K+$29.4K2026-10-09
BCK Partners, Inc.
DECREASED13,65913,794-135-1%$695.1K$685.8K-$9.3K2026-10-23
Cypress Financial Planning LLC
INCREASED13,58813,084+504+4%$659.3K$682.3K+$23.0K2026-10-09
Acorn Wealth Advisors, LLC
DECREASED13,45913,578-119-1%$684.2K$675.8K-$8.4K2026-10-19
Portland Financial Advisors Inc
INCREASED13,42910,574+2,855+27%$532.8K$674.3K+$141.4K2026-10-26
Intrua Financial, LLC
INCREASED13,42511,725+1,700+15%$590.8K$674.1K+$83.2K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED13,31814,445-1,127-8%$727.9K$668.7K-$59.2K2026-11-04
Belleair Asset Management, LLC
UNCHANGED13,29113,29100%$669.7K$667.3K-$2.4K2026-11-03
Avantax Planning Partners, Inc.
INCREASED13,15511,421+1,734+15%$575.5K$660.5K+$85.0K2026-11-03
Shepherd Financial Partners LLC
UNCHANGED12,99812,99800%$655.0K$652.6K-$2.3K2026-11-03
Evanson Financial, LLC
UNCHANGED12,99712,99700%$654.9K$652.6K-$2.3K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED12,9176,882+6,035+88%$344.7K$641.5K+$296.7K2026-10-13
Copper Harbor Investment Advisors, LLC
UNCHANGED12,89012,89000%$649.5K$647.2K-$2.3K2026-10-16
Nicholas Hoffman & Company, Llc.
UNCHANGED12,86112,86100%$648.1K$645.8K-$2.3K2026-10-30
Altus Wealth Group LLC
DECREASED12,80112,976-175-1%$653.8K$642.7K-$11.1K2026-10-20
Family Legacy, Inc.
DECREASED12,63412,811-177-1%$645.6K$634.4K-$11.2K2026-10-13
Quantum Financial Planning Services, Inc.
DECREASED12,63412,693-590%$639.6K$634.3K-$5.2K2026-10-14
Acorn Financial Advisory Services Inc
DECREASED12,59512,911-316-2%$650.6K$632.4K-$18.1K2026-11-02
RF&L Wealth Management, LLC
INCREASED12,53312,473+60+0%$628.5K$629.3K+$7682026-10-20
Retirement Planning Group, LLC
INCREASED12,48611,274+1,212+11%$568.1K$626.9K+$58.8K2026-10-19
Lantz Financial LLC
DECREASED12,40712,741-334-3%$642.0K$623.0K-$19.1K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED12,31011,462+848+7%$577.6K$619.6K+$42.0K2026-11-02
One Wealth Capital Management, LLC
DECREASED12,20117,703-5,502-31%$892.1K$612.6K-$279.4K2026-10-23
DWM Financial Group, Inc.
NEW12,156—+12,156——$610.4K—2026-10-28
HB Wealth Management, LLC
DECREASED12,14612,148-20%$612.1K$609.9K-$2.3K2026-10-23
WealthPlan Investment Management, LLC
INCREASED12,10611,734+372+3%$591.3K$607.9K+$16.6K2026-10-15
Visionary Horizons, LLC
INCREASED12,10111,339+762+7%$571.4K$607.6K+$36.2K2026-10-22
Claro Advisors Inc.
DECREASED12,07513,185-1,110-8%$664.4K$606.3K-$58.1K2026-11-02
Burney Co/
UNCHANGED12,03312,03300%$606.3K$604.2K-$2.2K2026-10-15
Wedbush Securities Inc
DECREASED12,02014,509-2,489-17%$731.0K$604-$730.4K2026-10-22
USA Financial Formulas
NEW11,887—+11,887——$596.8K—2026-10-16
Gryphon Financial Partners LLC
UNCHANGED11,88611,88600%$598.9K$596.8K-$2.1K2026-11-04
Cassilly Financial Group LLC
DECREASED11,85012,762-912-7%$643.1K$595.0K-$48.1K2026-10-07
Hurley Capital, LLC
INCREASED11,80911,795+14+0%$594.4K$592.9K-$1.4K2026-11-05
Brooklyn FI, LLC
INCREASED11,5302,430+9,100+374%$121.3K$580.2K+$458.9K2026-11-05
Golden State Wealth Management, LLC
DECREASED11,40812,696-1,288-10%$639.8K$572.8K-$67.0K2026-11-02
4Wealth Advisors, Inc.
INCREASED11,36011,051+309+3%$553.6K$574.7K+$21.1K2026-10-13
Howard Capital Management Group, LLC
UNCHANGED11,20011,20000%$564.4K$562.4K-$2.0K2026-10-16
Aspiriant, LLC
INCREASED11,1708,493+2,677+32%$428.0K$560.9K+$132.9K2026-10-16
Lincoln Capital Corp
INCREASED11,16911,143+26+0%$561.5K$560.8K-$7012026-10-13
Spinnaker Investment Group, LLC
INCREASED11,1069,362+1,744+19%$471.7K$557.6K+$85.9K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED10,98611,138-152-1%$561.2K$551.6K-$9.6K2026-10-06
Latitude Advisors, LLC
DECREASED10,98213,853-2,871-21%$698.0K$551.4K-$146.6K2026-10-27
KPP Advisory Services LLC
DECREASED10,97411,082-108-1%$558.4K$551.0K-$7.5K2026-10-26
United Advisor Group, LLC
INCREASED10,7079,356+1,351+14%$471.5K$537.6K+$66.2K2026-11-03
Legacy Advisors, LLC
NEW10,682—+10,682——$536.3K—2026-10-19
Diversified Enterprises, LLC
INCREASED10,41810,166+252+2%$512.3K$523.1K+$10.8K2026-10-19
Summit Wealth Group LLC / Co
INCREASED10,3699,081+1,288+14%$457.6K$520.6K+$63.0K2026-10-29
Asset Dedication, LLC
UNCHANGED10,36910,36900%$522.5K$520.6K-$1.9K2026-11-03
Delta Financial Advisors LLC
DECREASED10,27011,020-750-7%$555.3K$515.7K-$39.6K2026-10-27
Plan A Wealth LLC
DECREASED10,13411,647-1,513-13%$586.9K$508.8K-$78.1K2026-10-08
LVZ, Inc.
UNCHANGED10,11210,11200%$509.5K$507.7K-$1.8K2026-10-20
May Hill Capital, LLC
UNCHANGED10,09610,09600%$508.7K$506.9K-$1.8K2026-11-03
Evolution Wealth Management Inc.
DECREASED10,03211,985-1,953-16%$603.9K$503.7K-$100.2K2026-10-28
Sensible Money, LLC
UNCHANGED10,01110,01100%$504.4K$502.6K-$1.8K2026-10-20
Balentine LLC
INCREASED9,9166,906+3,010+44%$348.0K$497.9K+$149.9K2026-11-03
Bright Futures Wealth Management, Llc.
INCREASED9,8628,939+923+10%$450.4K$495.2K+$44.7K2026-10-23
Trust Co
INCREASED9,7354,411+5,324+121%$222.3K$488.8K+$266.5K2026-10-09
Signaturefd, LLC
DECREASED9,6299,630-10%$485.3K$483.5K-$1.8K2026-10-23
Central Trust Co
DECREASED9,6059,912-307-3%$499.5K$482.3K-$17.2K2026-11-05
Brian LOW Financial Group, LLC
INCREASED9,6039,510+93+1%$479.2K$482.2K+$3.0K2026-10-28
TME Financial, Inc.
UNCHANGED9,5359,53500%$480.5K$478.7K-$1.7K2026-10-14
Root Financial Partners, LLC
INCREASED9,4905,704+3,786+66%$287.4K$476.5K+$189.1K2026-10-21
Clear Creek Financial Management, LLC
DECREASED9,48774,405-64,918-87%$3.7M$476.4K-$3.3M2026-10-28
Almanack Investment Partners, Llc.
NEW9,425—+9,425——$473.2K—2026-11-03
MBL Wealth, LLC
UNCHANGED9,3759,37500%$472.4K$470.7K-$1.7K2026-10-22
D.A. Davidson & Co.
INCREASED9,3097,011+2,298+33%$353.3K$467.4K+$114.1K2026-10-28
Clarity Capital Advisors, LLC
UNCHANGED9,3099,30900%$469.1K$467.4K-$1.7K2026-10-27
Elmwood Wealth Management, Inc.
INCREASED9,3029,160+142+2%$461.6K$467.1K+$5.5K2026-10-14
Wealth Preservation Advisors, LLC
NEW9,262—+9,262——$465.0K—2026-11-05
Cutler Investment Counsel LLC
UNCHANGED9,1789,17800%$462.5K$460.8K-$1.7K2026-10-28
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED9,0319,03100%$455.1K$453.4K-$1.6K2026-10-07
Leo Wealth, LLC
NEW8,989—+8,989——$451.4K—2026-10-26
MSH Capital Advisors LLC
UNCHANGED8,9338,93300%$450.1K$448.5K-$1.6K2026-11-03
PDS Planning, Inc
NEW8,821—+8,821——$442.9K—2026-11-03
Kelly Financial Services LLC
INCREASED8,7737,604+1,169+15%$383.2K$440.5K+$57.3K2026-10-20
Insight Advisors, LLC/ PA
DECREASED8,7368,740-40%$440.4K$438.6K-$1.8K2026-10-22
Veery Capital, LLC
DECREASED8,6688,709-410%$438.8K$435.2K-$3.6K2026-10-07
Three Seasons Wealth, LLC
INCREASED8,5528,101+451+6%$408.2K$429.4K+$21.2K2026-11-03
First Horizon Corp
DECREASED8,4688,488-200%$427.7K$425.2K-$2.5K2026-10-26
Shoker Investment Counsel, Inc.
INCREASED8,3705,524+2,846+52%$278.4K$420.3K+$141.9K2026-11-04
SLT Holdings LLC
NEW8,325—+8,325——$418.0K—2026-10-15
Moisand Fitzgerald Tamayo, LLC
DECREASED8,3068,682-376-4%$437.5K$417.0K-$20.4K2026-10-15
Omni 360 Wealth, Inc.
DECREASED8,2968,484-188-2%$427.5K$416.5K-$11.0K2026-10-13
Rockland Trust Co
NEW8,171—+8,171——$410.3K—2026-10-05
Onyx Bridge Wealth Group LLC
DECREASED8,13710,419-2,282-22%$525.0K$408.6K-$116.5K2026-10-16
Valen Private Capital, LLC
NEW8,042—+8,042——$403.8K—2026-10-23
Richard P Slaughter Associates Inc
DECREASED7,9998,557-558-7%$431.2K$401.6K-$29.5K2026-10-13
Prosperity Financial Group, Inc.
INCREASED7,9977,305+692+9%$368.1K$401.5K+$33.4K2026-10-29
Covenant Asset Management, LLC
NEW7,983—+7,983——$400.8K—2026-10-14
Perigon Wealth Management, LLC
DECREASED7,9398,694-755-9%$438.1K$398.6K-$39.5K2026-10-22
Naples Global Advisors, LLC
UNCHANGED7,9307,93000%$399.6K$398.2K-$1.4K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED7,9017,556+345+5%$380.7K$396.7K+$16.0K2026-10-16
FAI Advisors, Inc.
DECREASED7,9007,950-50-1%$400.6K$396.7K-$3.9K2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED7,8277,667+160+2%$386.3K$393.0K+$6.7K2026-10-27
MW Advisory, LLC
INCREASED7,8096,846+963+14%$345.0K$392.1K+$47.1K2026-10-19
Morton Brown Family Wealth, LLC
DECREASED7,8017,956-155-2%$400.9K$391.7K-$9.2K2026-10-23
Meridian Financial Advisors, LLC
INCREASED7,7747,614+160+2%$383.7K$390.3K+$6.7K2026-10-14
Annex Advisory Services, LLC
DECREASED7,6877,908-221-3%$398.5K$386.0K-$12.5K2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED7,6707,642+28+0%$385.1K$385.2K+$302026-10-29
Focus Financial Network, Inc.
DECREASED7,6507,801-151-2%$393.1K$384.1K-$9.0K2026-10-14
Clear Harbor Asset Management, LLC
DECREASED7,6138,224-611-7%$414.4K$382.2K-$32.2K2026-11-05
SBI Securities Co., Ltd.
DECREASED7,5958,476-881-10%$427.1K$381.3K-$45.8K2026-10-22
Forza Wealth Management, LLC
UNCHANGED7,5457,54500%$380.2K$378.8K-$1.4K2026-10-20
James Investment Research, Inc.
NEW7,538—+7,538——$378.5K—2026-10-22
Accel Wealth Management
DECREASED7,5067,681-175-2%$387.0K$376.9K-$10.2K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED7,4604,108+3,352+82%$207.0K$374.6K+$167.6K2026-10-22
Foundation Wealth Management, Llc\pa
UNCHANGED7,4597,45900%$375.9K$374.5K-$1.3K2026-10-14
Clarity Retirement & Wealth, LLC
INCREASED7,4555,447+2,008+37%$274.5K$374.3K+$99.8K2026-11-04
Old Second National Bank of Aurora
DECREASED7,4377,627-190-2%$384.3K$373.4K-$10.9K2026-10-22
A4 Wealth Advisors LLC
DECREASED7,3677,996-629-8%$402.9K$369.9K-$33.0K2026-10-20
Mission Wealth Management, LP
DECREASED7,25912,240-4,981-41%$616.8K$364.5K-$252.3K2026-10-15
Armbruster Capital Management, Inc.
INCREASED7,2087,002+206+3%$352.8K$361.9K+$9.1K2026-10-19
Financial Management Network Inc
DECREASED7,10813,689-6,581-48%$676.0K$359.2K-$316.8K2026-10-09
Gibson Capital, LLC
UNCHANGED7,0027,00200%$352.8K$351.6K-$1.3K2026-10-23
Innova Wealth Partners
INCREASED6,9806,953+27+0%$350.4K$350.5K+$752026-10-21
Accurate Wealth Management, LLC
DECREASED6,9647,125-161-2%$357.6K$346.5K-$11.0K2026-10-20
J2 Capital Management Inc
INCREASED6,9506,895+55+1%$347.4K$349.0K+$1.5K2026-10-19
Moran Wealth Management, LLC
INCREASED6,9406,092+848+14%$307.0K$348.5K+$41.5K2026-10-22
Redw Wealth LLC
DECREASED6,8977,158-261-4%$360.7K$346.3K-$14.4K2026-11-02
Smith Salley Wealth Management
UNCHANGED6,8806,88000%$346.7K$345.4K-$1.2K2026-11-03
Yoffe Investment Management, LLC
UNCHANGED6,8416,84100%$344.7K$343.5K-$1.2K2026-11-02
Olio Financial Planning
DECREASED6,8297,781-952-12%$392.1K$342.9K-$49.2K2026-10-22
Nottingham Advisors, Inc.
DECREASED6,8297,055-226-3%$346.2K$340.8K-$5.4K2026-10-29
Warren Street Wealth Advisors, LLC
DECREASED6,7706,943-173-2%$349.9K$339.9K-$9.9K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED6,7596,724+35+1%$334.6K$341.7K+$7.1K2026-10-09
Transce3nd, LLC
INCREASED6,7166,373+343+5%$320.5K$334.6K+$14.1K2026-10-26
Linscomb Wealth, Inc.
INCREASED6,7146,662+52+1%$335.7K$337.1K+$1.4K2026-11-05
Lodestone Wealth Management LLC
UNCHANGED6,7146,71400%$338.3K$337.1K-$1.2K2026-10-14
HMV Wealth Advisors, LLC
UNCHANGED6,7056,70500%$337.9K$336.7K-$1.2K2026-10-27
Anson Capital, Inc.
DECREASED6,6996,733-340%$339.3K$336.4K-$2.9K2026-10-23
Journey Retirement Planning & Investment Management LLC
DECREASED6,6767,689-1,013-13%$387.4K$335.2K-$52.2K2026-10-09
Legacy Bridge, LLC
UNCHANGED6,5856,58500%$331.8K$330.6K-$1.2K2026-10-28
Associated Banc-Corp
NEW6,532—+6,532——$328.0K—2026-10-30
Reap Financial Group, LLC
DECREASED6,5248,962-2,438-27%$451.6K$327.6K-$124.0K2026-11-02
Quadrant Capital Group LLC
DECREASED6,4936,956-463-7%$350.5K$323.2K-$27.3K2026-10-20
K2 Financial Inc.
INCREASED6,4876,287+200+3%$319.6K$322.3K+$2.7K2026-10-26
Single Point Partners, LLC
NEW6,470—+6,470——$324.9K—2026-10-19
First Business Financial Services, Inc.
UNCHANGED6,4446,44400%$324.7K$323.6K-$1.2K2026-10-29
GHP Investment Advisors, Inc.
DECREASED6,3066,426-120-2%$323.8K$316.6K-$7.2K2026-10-15
Oppenheimer & Co Inc
DECREASED6,2907,395-1,105-15%$372.6K$315.8K-$56.8K2026-10-26
BXM Wealth LLC
INCREASED6,2844,952+1,332+27%$249.5K$315.5K+$66.0K2026-11-03
Midwest Financial Partners Investments, Inc.
UNCHANGED6,2706,27000%$315.9K$314.8K-$1.1K2026-10-08
Retirement Investment Advisors, Inc.
DECREASED6,2596,385-126-2%$315.9K$314.3K-$1.6K2026-10-22
Diversified Management Inc
UNCHANGED6,2586,25800%$315.3K$314.2K-$1.1K2026-10-08
Tandem Investment Partners LLC
INCREASED6,1195,889+230+4%$296.7K$307.2K+$10.5K2026-10-16
Independence Bank of Kentucky
UNCHANGED6,0966,09600%$307.2K$306.1K-$1.1K2026-10-26
Wolff Financial Management LLC
UNCHANGED6,0716,07100%$305.9K$304.8K-$1.1K2026-10-23
Aviance Capital Partners, LLC
UNCHANGED6,0116,01100%$302.9K$301.8K-$1.1K2026-10-29
Manchester Capital Management LLC
UNCHANGED6,0106,01000%$302.8K$301.8K-$1.1K2026-10-22
New Perspectives, Inc
UNCHANGED5,9905,99000%$301.8K$300.8K-$1.1K2026-10-14
Wealth Architects, LLC
UNCHANGED5,8365,83600%$294.1K$293.1K-$1.1K2026-11-03
Tranquility Partners, LLC
UNCHANGED5,7615,76100%$290.3K$289.3K-$1.0K2026-10-20
Cambridge Advisors Inc.
UNCHANGED5,7475,74700%$289.6K$288.6K-$1.0K2026-10-19
Mission Financial Group, LLC
DECREASED5,7285,873-145-2%$296.0K$287.6K-$8.3K2026-10-21
Integrity Alliance, Llc.
INCREASED5,7225,512+210+4%$277.8K$287.3K+$9.6K2026-10-29
XY Planning Network, Inc.
DECREASED5,7117,999-2,288-29%$403.1K$286.7K-$116.3K2026-10-14
Colonial River Investments, LLC
DECREASED5,6425,710-68-1%$287.7K$283.3K-$4.4K2026-10-19
Broadway Wealth Solutions, Inc.
NEW5,562—+5,562——$279.3K—2026-10-21
Oarsman Capital, Inc.
DECREASED5,5308,131-2,601-32%$409.7K$277.7K-$132.1K2026-11-05
Uptick Partners, LLC
INCREASED5,5225,067+455+9%$255.3K$277.3K+$21.9K2026-11-04
Spectrum Asset Management, Inc. (NB )
UNCHANGED5,5225,52200%$278.3K$277.3K-$9942026-10-19
Beverly Hills Private Wealth, LLC
UNCHANGED5,4975,49700%$277.0K$276.0K-$9902026-11-04
Telos Capital Management, Inc.
DECREASED5,4715,589-118-2%$281.6K$274.7K-$6.9K2026-11-02
Wlth Capital Management, LLC
DECREASED5,43463,454-58,020-91%$3.2M$272.8K-$2.9M2026-10-20
Inspirion Wealth Advisors, LLC
UNCHANGED5,3675,36700%$267.1K$269.5K+$2.4K2026-10-09
Ballast Financial Advisors LLC
DECREASED5,3535,384-31-1%$271.3K$268.8K-$2.5K2026-10-26
Angeles Wealth Management, LLC
DECREASED5,3455,460-115-2%$275.1K$268.4K-$6.8K2026-10-26
Firethorn Wealth Partners, LLC
DECREASED5,3125,749-437-8%$289.7K$266.7K-$23.0K2026-10-14
Aspen Wealth Management LLC
DECREASED5,2935,332-39-1%$268.7K$265.7K-$2.9K2026-10-14
Castleview Partners, LLC
INCREASED5,2764,735+541+11%$238.6K$264.9K+$26.3K2026-10-09
Flynn Zito Capital Management, LLC
UNCHANGED5,2365,23600%$263.8K$262.9K-$9412026-11-04
Financial Solutions Advisory Group, Inc.
UNCHANGED5,2305,23000%$262.0K$258.3K-$3.7K2026-10-28
Buck Wealth Strategies, LLC
DECREASED5,2225,971-749-13%$300.9K$262.2K-$38.7K2026-10-28
Maseco LLP
DECREASED5,1865,197-110%$261.8K$260.3K-$1.5K2026-10-27
Sovran Advisors, LLC
UNCHANGED5,1445,14400%$253.7K$257.5K+$3.8K2026-11-02
Richardson Capital Management LLC
UNCHANGED5,0775,07700%$255.8K$254.9K-$9142026-10-23
Prospera Financial Services Inc
DECREASED5,0205,184-164-3%$261.3K$247.8K-$13.5K2026-11-04
Align Financial, LLC
UNCHANGED5,0205,02000%$253.0K$252.1K-$9042026-10-16
Wesbanco Bank Inc
DECREASED5,0187,128-2,110-30%$359.2K$252.0K-$107.2K2026-11-04
Core Wealth Management, Inc.
UNCHANGED5,0015,00100%$252.0K$251.1K-$9002026-10-22
Financial Futures Ltd Liability Co.
UNCHANGED4,9474,94700%$249.3K$248.4K-$8912026-10-13
High Net Worth Advisory Group LLC
UNCHANGED4,9074,90700%$247.3K$246.4K-$8842026-10-26
Schorn Wealth LLC
UNCHANGED4,8874,88700%$246.3K$245.4K-$8792026-10-14
Integrated Advisors Network LLC
INCREASED4,7933,994+799+20%$201.3K$240.7K+$39.4K2026-10-20
Pacific Excel Wealth Advisors, Inc.
INCREASED4,7864,236+550+13%$213.5K$240.3K+$26.9K2026-10-27
Manuka Financial, LLC
UNCHANGED4,7854,78500%$241.1K$240.3K-$8612026-10-16
Asset One Wealth Management LLC
NEW4,783—+4,783——$240.2K—2026-11-02
Ballast, Inc.
INCREASED4,7814,550+231+5%$229.3K$240.1K+$10.8K2026-10-20
Formidable Asset Management, LLC
DECREASED4,7465,060-314-6%$231.0K$239.1K+$8.2K2026-11-03
Soltis Investment Advisors LLC
DECREASED4,7444,783-39-1%$241.0K$238.2K-$2.8K2026-10-28
Highline Wealth Partners LLC
INCREASED4,730730+4,000+548%$36.8K$237.5K+$200.7K2026-10-19
Adamsbrown Wealth Consultants LLC
UNCHANGED4,7174,71700%$237.7K$236.8K-$8492026-10-20
Summit Investment Advisory Services, LLC
INCREASED4,6864,533+153+3%$228.4K$235.3K+$6.9K2026-11-03
Canvas Wealth Advisors, LLC
NEW4,670—+4,670——$233.7K—2026-11-02
Iams Wealth Management, LLC
DECREASED4,6114,941-330-7%$249.0K$231.6K-$17.5K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,5804,807-227-5%$242.2K$229.9K-$12.3K2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED4,5654,56500%$230.0K$229.2K-$8212026-10-15
Mather Group, Llc.
DECREASED4,5394,793-254-5%$241.5K$227.9K-$13.6K2026-10-14
Romano Brothers and Company
UNCHANGED4,5194,51900%$227.7K$226.9K-$8132026-10-22
Advisor Resource Council
DECREASED4,4734,533-60-1%$230.3K$226.2K-$4.1K2026-11-05
Elevatus Welath Management
UNCHANGED4,4564,45600%$224.5K$223.7K-$8022026-10-19
ETF Store, Inc.
UNCHANGED4,4474,44700%$224.1K$223.3K-$8002026-10-19
Fifth Third Wealth Advisors LLC
INCREASED4,4414,360+81+2%$219.7K$223.0K+$3.3K2026-10-22
Global View Capital Management LLC
DECREASED4,4324,502-70-2%$226.9K$222.5K-$4.3K2026-10-28
CX Institutional
UNCHANGED4,4304,43000%$223$222-$12026-10-02
Ironwood Financial, llc
UNCHANGED4,3874,38700%$217.0K$220.3K+$3.3K2026-10-20
Confluence Wealth Services, Inc.
DECREASED4,37336,884-32,511-88%$1.9M$219.6K-$1.6M2026-11-05
Intelligence Driven Advisers, LLC
UNCHANGED4,3424,34200%$218.8K$218.0K-$7822026-10-09
Shaker Investments LLC
DECREASED4,2864,524-238-5%$228.0K$215.2K-$12.8K2026-11-05
Capital CS Group, LLC
INCREASED4,2834,208+75+2%$212.0K$215.1K+$3.0K2026-10-29
Heritage Family Offices, LLP
UNCHANGED4,2364,23600%$213.5K$212.7K-$7632026-11-02
Beacon Financial Advisory LLC
DECREASED4,1814,263-82-2%$214.8K$210.0K-$4.9K2026-10-16
CPC Advisors, LLC
UNCHANGED4,1684,16800%$210.0K$209.3K-$7512026-10-21
Emergent Wealth Advisors, LLC
UNCHANGED4,1434,14300%$208.8K$208.0K-$7452026-10-09
Parkway Wealth Management Group, LLC
DECREASED4,1135,262-1,149-22%$265.2K$206.5K-$58.6K2026-10-20
JIM Saulnier & Associates, LLC
UNCHANGED4,1074,10700%$207.0K$206.2K-$7392026-11-04
Ledyard National Bank
UNCHANGED4,0924,09200%$206.2K$205.5K-$7372026-10-21
Ritholtz Wealth Management
NEW4,082—+4,082——$204.9K—2026-11-05
Chris Bulman Inc
UNCHANGED4,0654,06500%$204.8K$204.1K-$7322026-10-20
Rainier Family Wealth Inc
UNCHANGED4,0214,02100%$202.6K$201.9K-$7242026-11-02
Old National Bancorp
DECREASED4,0144,414-400-9%$222.4K$201.5K-$20.9K2026-10-20
Heck Capital Advisors, LLC
NEW4,000—+4,000——$200.8K—2026-10-14
Catalyst Private Wealth, LLC
UNCHANGED4,0004,00000%$201.6K$200.8K-$7202026-10-13
Algorithmic Investment Models, LLC
UNCHANGED4,0004,00000%$201.6K$200.8K-$7202026-11-04
Vantage Investment Partners, LLC
UNCHANGED3,9923,99200%$201.2K$200.4K-$7192026-10-27
Abound Wealth Management
INCREASED3,9902,673+1,317+49%$134.7K$200.3K+$65.6K2026-10-26
Bell Investment Advisors, Inc
NEW3,813—+3,813——$191.5K—2026-10-29
Trust Co of Toledo NA
UNCHANGED3,2503,25000%$163.8K$163.2K-$5852026-10-16
Arcadia Investment Advisors LLC
UNCHANGED3,2153,21500%$162.0K$161.4K-$5782026-10-13
Hoese & Co LLP
UNCHANGED3,2113,21100%$161.8K$161.2K-$5782026-10-21
Key Capital Management, Inc
INCREASED3,1973,095+102+3%$156.0K$160.5K+$4.6K2026-11-03
Westside Investment Management, Inc.
UNCHANGED3,0453,04500%$153.4K$152.9K-$5472026-11-02
Planning Strategies Inc.
INCREASED2,9492,948+1+0%$148.6K$148.1K-$4812026-10-02
Blue Trust, Inc.
NEW2,803—+2,803——$140.8K—2026-10-15
Morling Financial Advisors, LLC
UNCHANGED2,8012,80100%$141.1K$140.6K-$5042026-10-28
Allspring Global Investments Holdings, LLC
INCREASED2,7522,498+254+10%$125.1K$138.6K+$13.5K2026-11-04
Strengthening Families & Communities, LLC
INCREASED2,4752,364+111+5%$119.1K$124.3K+$5.1K2026-10-21
Evermay Wealth Management LLC
UNCHANGED2,4632,46300%$124.1K$123.7K-$4432026-11-05
POM Investment Strategies, LLC
NEW2,448—+2,448——$122.9K—2026-10-20
Archer Investment Corp
INCREASED2,4051,435+970+68%$72.3K$120.8K+$48.4K2026-11-05
1620 Investment Advisors, Inc.
NEW2,382—+2,382——$119.6K—2026-11-04
EverSource Wealth Advisors, LLC
DECREASED2,3438,430-6,087-72%$424.8K$117.6K-$307.1K2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED2,2702,27000%$114.4K$111.7K-$2.7K2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED2,2092,20900%$111$111$02026-10-27
Covestor Ltd
INCREASED2,1681,755+413+24%$88.0K$109-$87.9K2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED2,1412,14100%$107.9K$107.5K-$3852026-10-23
First Command Advisory Services, Inc.
INCREASED2,1161,766+350+20%$89.0K$106.2K+$17.3K2026-11-05
City Holding Co
DECREASED1,9905,970-3,980-67%$300.8K$99.9K-$200.9K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED1,972789+1,183+150%$39.8K$99.0K+$59.3K2026-10-27
American Capital Advisory, LLC
UNCHANGED1,9001,90000%$95.7K$95.4K-$3422026-10-28
Balance Wealth Partners LLC
NEW1,507—+1,507——$75.7K—2026-10-27
RMG Wealth Management LLC
INCREASED1,267712+555+78%$37.0K$62.4K+$25.4K2026-10-26
Kingdom Financial Group Llc.
INCREASED1,259873+386+44%$44.0K$63.2K+$19.2K2026-11-04
Valley Wealth Managers, Inc.
DECREASED1,2311,360-129-9%$68.5K$61.8K-$6.7K2026-10-09
Bare Financial Services, Inc
UNCHANGED1,2101,21000%$61.0K$60.8K-$2182026-11-04
Spire Wealth Management
DECREASED1,1952,695-1,500-56%$135.8K$60.0K-$75.8K2026-10-30
Beacon Financial Strategies Corp
NEW1,186—+1,186——$59.6K—2026-10-14
Foresight Capital Management Advisors, Inc.
NEW1,172—+1,172——$58.8K—2026-10-27
Provenance Wealth Advisors, LLC
NEW1,155—+1,155——$58.0K—2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED1,1451,14500%$57.7K$57.5K-$2062026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,0471,04700%$52.8K$52.6K-$1882026-10-07
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0401,04000%$52.0K$52-$51.9K2026-11-04
Stone House Investment Management, LLC
INCREASED1,015963+52+5%$48.5K$50.9K+$2.4K2026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED96896800%$48.8K$48.6K-$1742026-10-19
Compass Wealth Management LLC
NEW927—+927——$46.5K—2026-10-22
Blueline Advisors LLC
UNCHANGED92292200%$46.5K$46.3K-$1662026-10-15
WPG Advisers, LLC
UNCHANGED88688600%$44.6K$44.5K-$1602026-10-27
Essential Partners LLC
UNCHANGED87487400%$44.0K$43.9K-$1572026-10-14
MilWealth Group LLC
UNCHANGED85185100%$42.9K$42.7K-$1532026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED83983900%$42.3K$42.2K-$1512026-10-16
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED80380300%$40.5K$40.3K-$1442026-10-28
GK Wealth Management LLC
NEW789—+789——$39.6K—2026-10-09
Laurel Wealth Advisors LLC
NEW746—+746——$37.5K—2026-10-27
IMG Wealth Management, Inc.
UNCHANGED68968900%$34.7K$34.6K-$1242026-10-27
TD Waterhouse Canada Inc.
INCREASED649550+99+18%$27.4K$32.4K+$5.0K2026-10-16
Lloyd Advisory Services, Llc.
DECREASED630864-234-27%$43.5K$31.6K-$11.9K2026-11-02
GGM Financial LLC
UNCHANGED63063000%$31.7K$31.6K-$1132026-11-05
Toth Financial Advisory Corp
UNCHANGED54454400%$27.4K$27.3K-$982026-10-08
StrongBox Wealth, LLC
UNCHANGED51251200%$25.8K$25.7K-$922026-11-02
Ares Financial Consulting, LLC
UNCHANGED51151100%$25.7K$25.6K-$922026-10-19
Hanson & Doremus Investment Management
UNCHANGED51051000%$26$26$02026-10-16
Horizons Wealth Management
NEW498—+498——$25.0K—2026-10-05
Godsey & Gibb, Inc
DECREASED455955-500-52%$48.1K$22.8K-$25.3K2026-10-14
Rudd Co d/b/a Styre Wealth
NEW445—+445——$21.9K—2026-10-29
Portfolio Resources Advisor Group, Inc.
NEW443—+443——$22.2K—2026-10-20
Tounjian Advisory Partners, LLC
UNCHANGED44144100%$22.2K$22.2K-$802026-11-04
Valued Wealth Advisors LLC
UNCHANGED42742700%$21.5K$21.5K-$772026-11-05
Davis Capital Management
UNCHANGED40440400%$20.4K$20.3K-$732026-10-08
Tower View Wealth Management LLC
UNCHANGED40140100%$20.2K$20.1K-$732026-10-23
Silver Grove Financial Group, Inc.
INCREASED37710+367+3670%$507$19.0K+$18.4K2026-11-05
Ascentis Independent Advisors
NEW373—+373——$18.7K—2026-11-03
Tsfg, LLC
UNCHANGED37037000%$19$19$02026-10-23
Arlington Trust Co LLC
UNCHANGED35435400%$17.8K$17.8K-$642026-10-20
TFC Financial Management, Inc.
UNCHANGED33933900%$17.1K$17.0K-$612026-10-26
First Bancorp, Inc
UNCHANGED32532500%$16.4K$16.3K-$592026-10-26
Bfsg, LLC
UNCHANGED29129100%$14.7K$14.6K-$522026-10-30
Compass Financial Management LLC
DECREASED275281-6-2%$14.2K$13.8K-$3522026-10-30
Pflug Koory, LLC
UNCHANGED26826800%$13.5K$13.5K-$482026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED25925900%$13.1K$13.0K-$472026-10-05
Tower Trust & Investment Co
UNCHANGED21621600%$10.9K$10.8K-$392026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED21621600%$10.9K$10.8K-$392026-10-13
High Point Wealth Management, LLC
NEW209—+209——$10.5K—2026-11-05
Next Level Wealth Planning, LLC
NEW204—+204——$10.2K—2026-10-29
Oakworth Capital, Inc.
UNCHANGED19219200%$9.7K$9.6K-$352026-10-26
Main Street Group, LTD
UNCHANGED16416400%$8.3K$8.2K-$292026-10-28
Mainstream Capital Management LLC
NEW148—+148——$7.4K—2026-10-23
Networth Advisors, LLC
INCREASED143112+31+28%$5.6K$7.2K+$1.5K2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED11711700%$5.9K$5.9K-$212026-10-15
Essential Investment Partners LLC
UNCHANGED10810800%$5.4K$5.4K-$192026-10-27
Fiduciary Advisors, Inc.
UNCHANGED10310300%$5.2K$5.2K-$182026-10-16
Spurstone Advisory Services, LLC
INCREASED10086+14+16%$4.3K$5.0K+$7112026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED9597-2-2%$4.9K$4.8K-$1182026-10-23
Montag A & Associates Inc
NEW91—+91——$4.6K—2026-10-29
Jacobi Capital Management LLC
NEW88—+88——$4.4K—2026-11-05
Redwood Park Advisors LLC
UNCHANGED808000%$4.0K$4.0K-$152026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
NEW75—+75——$4—2026-10-14
Bullock Wealth Management Group
UNCHANGED686800%$3.4K$3.4K+$92026-10-09
MTM Investment Management, LLC
UNCHANGED626200%$3.1K$3.1K-$112026-10-30
Carolina Wealth Advisors, LLC
NEW52—+52——$2.6K—2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED444400%$2.2K$2.2K-$82026-10-23
Cullen T Bankers, Inc.
UNCHANGED414100%$2.1K$2.1K-$72026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED373700%$1.9K$1.9K-$62026-11-02
Wealth Analytics Partners, LLC
NEW26—+26——$1.3K—2026-10-19
City State Bank
UNCHANGED242400%$1.2K$1.2K-$42026-10-20
Hoey Investments, Inc
UNCHANGED212100%$1.1K$1.1K-$42026-10-29
Signature Equity Partners, LLC
NEW7—+7——$351—2026-10-29
Ashurst Perkins Coie Trust Co
NEW3—+3——$150—2026-10-15
DecisionPoint Financial, LLC
UNCHANGED2200%$100$100$02026-10-27
Apeiron RIA LLC
CLOSED032,721-32,721-100%$1.6M$0-$1.6M2026-10-08
Blue Capital, Inc.
CLOSED032,403-32,403-100%$1.6M$0-$1.6M2026-10-13
Sound Income Strategies, LLC
CLOSED030,420-30,420-100%$1.5M$0-$1.5M2026-10-09
World Equity Group, Inc.
CLOSED028,884-28,884-100%$1.5M$0-$1.5M2026-10-14
Stegent Equity Advisors, Inc.
CLOSED020,973-20,973-100%$1.1M$0-$1.1M2026-10-13
Newport Capital Group, LLC
CLOSED016,360-16,360-100%$824.3K$0-$824.3K2026-10-16
Lane Brothers & Co Inc
CLOSED014,643-14,643-100%$737.9K$0-$737.9K2026-11-02
DMC Group, LLC
CLOSED06,826-6,826-100%$344.0K$0-$344.0K2026-10-26
Plan Group Financial, LLC
CLOSED06,554-6,554-100%$330.2K$0-$330.2K2026-10-22
Capital Advantage, Inc.
CLOSED06,526-6,526-100%$328.8K$0-$328.8K2026-10-14
Avidian Wealth Enterprises, LLC
CLOSED05,009-5,009-100%$252.4K$0-$252.4K2026-10-08
Demars Financial Group, LLC
CLOSED04,624-4,624-100%$233.0K$0-$233.0K2026-10-22
Hengehold Capital Management LLC
CLOSED04,265-4,265-100%$214.9K$0-$214.9K2026-10-16
Tenzing Financial LLC
CLOSED04,152-4,152-100%$211.1K$0-$211.1K2026-11-03
International Assets Investment Management, LLC
CLOSED01,816-1,816-100%$90.4K$0-$90.4K2026-11-02
Cornerstone Planning Group LLC
CLOSED0562-562-100%$28.1K$0-$28.1K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0474-474-100%$23.9K$0-$23.9K2026-10-14
RHL Group, LLC
CLOSED0423-423-100%$21.2K$0-$21.2K2026-11-04
Financial Consulate, Inc
CLOSED0354-354-100%$17.8K$0-$17.8K2026-10-23
Chilton Capital Management LLC
CLOSED0340-340-100%$17.1K$0-$17.1K2026-10-28
Pittenger & Anderson Inc
CLOSED0225-225-100%$11.3K$0-$11.3K2026-11-02
Robinswood Financial LLC
CLOSED0223-223-100%$11.2K$0-$11.2K2026-10-20
Nemes Rush Group LLC
CLOSED0215-215-100%$10.8K$0-$10.8K2026-11-04
Salem Investment Counselors Inc
CLOSED0207-207-100%$10.4K$0-$10.4K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0159-159-100%$8.0K$0-$8.0K2026-10-26
Simplex Trading, LLC
CLOSED0120-120-100%$6.0K$0-$6.0K2026-11-04
Decker Retirement Planning Inc.
CLOSED022-22-100%$1.1K$0-$1.1K2026-10-19
Financial Engines Advisors L.L.C.
N/A—52,021,601-52,021,601-100%$2.6B———
LPL Financial LLC
N/A—39,005,504-39,005,504-100%$2.0B———
Allworth Financial LP
N/A—22,428,705-22,428,705-100%$1.1B———
Morgan Stanley
N/A—13,725,633-13,725,633-100%$691.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,172,046-12,172,046-100%$613.3M———
Jane Street Group, LLC
N/A—10,756,324-10,756,324-100%$542.0M———
UBS Group AG
N/A—8,899,190-8,899,190-100%$448.4M———
Envestnet Asset Management Inc
N/A—8,373,691-8,373,691-100%$422.0M———
Betterment LLC
N/A—8,002,796-8,002,796-100%$403.3M———
Osaic Holdings, Inc.
N/A—4,686,255-4,686,255-100%$236.2M———
Bank of America Corp
N/A—4,625,590-4,625,590-100%$233.1M———
Horizon Investments, LLC
N/A—4,584,583-4,584,583-100%$231.0M———
Stifel Financial Corp
N/A—4,576,780-4,576,780-100%$230.6M———
State Street Corp
N/A—4,485,803-4,485,803-100%$226.0M———
HighTower Advisors, LLC
N/A—4,388,987-4,388,987-100%$221.2M———
Raymond James Financial Inc
N/A—4,181,675-4,181,675-100%$210.7M———
Mariner, LLC
N/A—4,164,706-4,164,706-100%$209.9M———
Advisory Alpha, LLC
N/A—4,000,503-4,000,503-100%$201.6M———
Savant Capital, LLC
N/A—3,788,921-3,788,921-100%$181.9M———
Stadion Money Management, LLC
N/A—3,730,413-3,730,413-100%$188.0M———
Ameriprise Financial Inc
N/A—3,611,496-3,611,496-100%$182.0M———
Strategies Wealth Advisors, LLC
N/A—3,413,848-3,413,848-100%$172.0M———
Benjamin Edwards Inc
N/A—3,357,208-3,357,208-100%$169.2M———
MML Investors Services, LLC
N/A—3,308,992-3,308,992-100%$166.7M———
State Farm Mutual Automobile Insurance Co
N/A—3,216,783-3,216,783-100%$162.1M———
Clearstead Advisors, LLC
N/A—3,006,007-3,006,007-100%$151.5M———
Northwestern Mutual Wealth Management Co
N/A—2,899,417-2,899,417-100%$146.1M———
Pathstone Holdings, LLC
N/A—2,839,996-2,839,996-100%$143.1M———
Equitable Holdings, Inc.
N/A—2,757,945-2,757,945-100%$138.9M———
GeoWealth Management, LLC
N/A—2,291,106-2,291,106-100%$115.4M———
Dakota Wealth Management
N/A—2,274,169-2,274,169-100%$114.6M———
Advocacy Wealth Management, LLC
N/A—2,268,369-2,268,369-100%$114.3M———
Envestnet Portfolio Solutions, Inc.
N/A—2,202,100-2,202,100-100%$111.0M———
Cetera Investment Advisers
N/A—2,199,869-2,199,869-100%$110.9M———
SEI Investments Co
N/A—2,195,491-2,195,491-100%$110.6M———
McNamara Financial Services, Inc.
N/A—2,090,164-2,090,164-100%$105.3M———
Wells Fargo & Company
N/A—2,020,829-2,020,829-100%$101.8M———
JPMorgan Chase & Co
N/A—1,980,208-1,980,208-100%$99.2M———
Cerity Partners LLC
N/A—1,967,939-1,967,939-100%$99.2M———
Private Advisor Group, LLC
N/A—1,814,219-1,814,219-100%$91.4M———
BlackRock, Inc.
N/A—1,755,077-1,755,077-100%$88.4M———
Royal Bank of Canada
N/A—1,738,040-1,738,040-100%$87.6M———
HighPoint Advisor Group LLC
N/A—1,688,491-1,688,491-100%$85.1M———
Rockefeller Capital Management L.P.
N/A—1,508,130-1,508,130-100%$76.0M———
Alliancebernstein L.P.
N/A—1,492,438-1,492,438-100%$68.1M———
Lifeworks Advisors, LLC
N/A—1,249,765-1,249,765-100%$63.0M———
Integrated Wealth Concepts LLC
N/A—1,249,570-1,249,570-100%$63.0M———
Stratos Wealth Partners, Ltd.
N/A—1,195,634-1,195,634-100%$60.2M———
Global Retirement Partners, LLC
N/A—1,192,371-1,192,371-100%$60.1M———
ProVise Management Group, LLC
N/A—1,128,650-1,128,650-100%$56.9M———
Clearwater Capital Advisors, LLC
N/A—1,112,093-1,112,093-100%$56.0M———
Brio Consultants, LLC
N/A—994,021-994,021-100%$50.1M———
Tiaa Trust, National Association
N/A—952,341-952,341-100%$48.0M———
Beacon Pointe Advisors, LLC
N/A—900,196-900,196-100%$45.4M———
Ballentine Partners, LLC
N/A—888,635-888,635-100%$44.8M———
JDM Financial Group LLC
N/A—884,654-884,654-100%$32.5M———
Aptus Capital Advisors, LLC
N/A—873,909-873,909-100%$44.0M———
MAI Capital Management
N/A—854,242-854,242-100%$43.0M———
Tidal Investments LLC
N/A—837,833-837,833-100%$42.2M———
Geneos Wealth Management Inc.
N/A—787,151-787,151-100%$39.7M———
Knightsbridge Asset Management, LLC
N/A—778,753-778,753-100%$39.2M———
Arax Advisory Partners
N/A—729,949-729,949-100%$36.8M———
Meeder Advisory Services, Inc.
N/A—714,021-714,021-100%$36.0M———
OneAscent Financial Services LLC
N/A—712,465-712,465-100%$35.9M———
Wealth Advisors of Iowa, LLC
N/A—696,738-696,738-100%$35.1M———
Wealthspire Advisors, LLC
N/A—668,986-668,986-100%$33.7M———
NewEdge Advisors, LLC
N/A—656,092-656,092-100%$33.1M———
Headland Capital, LLC
N/A—621,262-621,262-100%$31.3M———
Astoria Portfolio Advisors Llc.
N/A—602,685-602,685-100%$30.4M———
Second Line Capital, LLC
N/A—600,233-600,233-100%$30.2M———
N.E.W. Advisory Services LLC
N/A—598,000-598,000-100%$30.1M———
Pure Financial Advisors, LLC
N/A—587,080-587,080-100%$29.6M———
Hobbs Group Advisors, LLC
N/A—568,941-568,941-100%$28.7M———
Goldman Sachs Group Inc
N/A—552,960-552,960-100%$27.9M———
ST Germain D J Co Inc
N/A—532,098-532,098-100%$26.8M———
Fairfield University
N/A—516,271-516,271-100%$26.0M———
SageView Advisory Group, LLC
N/A—511,049-511,049-100%$25.8M———
Focus Partners Wealth
N/A—496,921-496,921-100%$25.0M———
JT Stratford LLC
N/A—493,274-493,274-100%$24.9M———
Merit Financial Group, LLC
N/A—484,355-484,355-100%$24.4M———
IHT Wealth Management, LLC
N/A—477,329-477,329-100%$24.1M———
Odyssey Group, LLC
N/A—452,480-452,480-100%$22.8M———
Proffitt & Goodson Inc
N/A—450,186-450,186-100%$22.7M———
IAG Wealth Partners, LLC
N/A—449,070-449,070-100%$22.6M———
Compton Financial Group, LLC
N/A—445,562-445,562-100%$22.5M———
Waverly Advisors, LLC
N/A—444,505-444,505-100%$22.4M———
Valmark Advisers, Inc.
N/A—442,784-442,784-100%$22.3M———
Wrapmanager Inc
N/A—415,672-415,672-100%$20.9M———
Seeds Investor LLC
N/A—403,044-403,044-100%$20.3M———
Charles Schwab Investment Management Inc
N/A—387,886-387,886-100%$19.5M———
Belpointe Asset Management LLC
N/A—370,024-370,024-100%$18.6M———
Empowered Funds, LLC
N/A—368,556-368,556-100%$18.6M———
Advyzon Investment Management, LLC
N/A—367,693-367,693-100%$18.5M———
Strategic Financial Planning, Inc.
N/A—352,236-352,236-100%$17.7M———
SCS Capital Management LLC
N/A—349,934-349,934-100%$17.6M———
Arizona Psprs Trust
N/A—345,500-345,500-100%$17.4M———
&partners
N/A—344,298-344,298-100%$17.3M———
Western Wealth Management, LLC
N/A—336,424-336,424-100%$17.0M———
Sanctuary Advisors, LLC
N/A—336,167-336,167-100%$16.9M———
Scotia Capital Inc.
N/A—336,045-336,045-100%$16.9M———
Summit Financial, LLC
N/A—335,911-335,911-100%$16.9M———
Capital Investment Management, Inc.
N/A—333,881-333,881-100%$16.8M———
Foundations Investment Advisors, LLC
N/A—330,759-330,759-100%$16.7M———
Abound Financial, LLC
N/A—326,575-326,575-100%$16.5M———
Mercer Global Advisors Inc
N/A—325,608-325,608-100%$16.4M———
Millington Financial Advisors, LLC
N/A—321,106-321,106-100%$15.9M———
Orion Porfolio Solutions, LLC
N/A—317,734-317,734-100%$16.0M———
Great Valley Advisor Group, Inc.
N/A—308,377-308,377-100%$15.5M———
FMR LLC
N/A—301,296-301,296-100%$15.2M———
Range Advisory, LLC
N/A—298,167-298,167-100%$15.0M———
Partners in Financial Planning
N/A—291,107-291,107-100%$14.7M———
Cascade Financial Partners, LLC
N/A—289,451-289,451-100%$14.6M———
Kingsview Wealth Management, LLC
N/A—285,947-285,947-100%$14.4M———
Tortoise Investment Management, LLC
N/A—284,576-284,576-100%$14.3M———
Harbour Investments, Inc.
N/A—277,138-277,138-100%$14.0M———
Roble, Belko & Company, Inc
N/A—276,167-276,167-100%$13.9M———
Collaborative Wealth Managment Inc.
N/A—272,830-272,830-100%$13.7M———
Fort Point Capital Partners LLC
N/A—268,818-268,818-100%$13.5M———
Jones Financial Companies Lllp
N/A—261,897-261,897-100%$13.1M———
Quantinno Capital Management LP
N/A—258,563-258,563-100%$13.0M———
Focus Partners Advisor Solutions, LLC
N/A—257,236-257,236-100%$13.0M———
Mutual Advisors, LLC
N/A—254,494-254,494-100%$12.8M———
AE Wealth Management LLC
N/A—243,217-243,217-100%$12.3M———
Luken Investment Analytics, LLC
N/A—238,829-238,829-100%$12.0M———
Strategic Financial Partners, Ltd.
N/A—238,507-238,507-100%$12.0M———
TPG Financial Advisors, LLC
N/A—230,984-230,984-100%$11.6M———
AQR Capital Management LLC
N/A—228,292-228,292-100%$11.5M———
Goodman Financial Corp
N/A—226,743-226,743-100%$11.4M———
Cresset Asset Management, LLC
N/A—223,700-223,700-100%$11.3M———
Susquehanna International Group, LLP
N/A—221,609-221,609-100%$11.2M———
Collier Financial
N/A—210,651-210,651-100%$10.6M———
Vertex Planning Partners, LLC
N/A—205,247-205,247-100%$10.3M———
Atlas Capital Advisors Inc.
N/A—200,449-200,449-100%$10.1M———
Cornerstone Financial Group, LLC
N/A—196,957-196,957-100%$9.9M———
Arete Wealth Advisors, LLC
N/A—193,973-193,973-100%$9.8M———
OneDigital Investment Advisors LLC
N/A—191,346-191,346-100%$9.6M———
Independent Advisor Alliance
N/A—190,401-190,401-100%$9.6M———
RWA Wealth Partners, LLC
N/A—185,892-185,892-100%$9.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—176,491-176,491-100%$8.9M———
Seven Springs Wealth Group, LLC
N/A—175,316-175,316-100%$8.8M———
Venturi Wealth Management, LLC
N/A—174,776-174,776-100%$8.8M———
Truepoint, Inc.
N/A—172,268-172,268-100%$8.7M———
EP Wealth Advisors, LLC
N/A—171,766-171,766-100%$8.7M———
Vista Cima Wealth Management LLC
N/A—163,583-163,583-100%$8.2M———
CSM Advisors, LLC
N/A—162,925-162,925-100%$8.2M———
Advisory Services Network, LLC
N/A—160,349-160,349-100%$8.1M———
Ausdal Financial Partners, Inc.
N/A—157,721-157,721-100%$7.9M———
Gateway Wealth Partners, LLC
N/A—156,933-156,933-100%$7.9M———
Fourth Dimension Wealth, LLC
N/A—154,291-154,291-100%$7.8M———
Battery Global Advisors, LLC
N/A—152,557-152,557-100%$7.7M———
Nicolet Bankshares Inc
N/A—148,390-148,390-100%$7.5M———
Cary Street Partners Financial LLC
N/A—145,566-145,566-100%$7.3M———
Great Lakes Advisors, LLC
N/A—143,979-143,979-100%$7.3M———
Tyche Wealth Partners LLC
N/A—140,760-140,760-100%$7.1M———
Capital Analysts, LLC
N/A—136,948-136,948-100%$6.9M———
Continuum Advisory, LLC
N/A—136,824-136,824-100%$6.9M———
North Star Asset Management Inc
N/A—135,417-135,417-100%$6.8M———
Red Wave Investments LLC
N/A—133,864-133,864-100%$6.7M———
Planwiser Financial, LLC
N/A—132,304-132,304-100%$6.7M———
Principal Securities, Inc.
N/A—130,637-130,637-100%$6.6M———
Cornerstone Advisors Asset Management, LLC
N/A—127,556-127,556-100%$6.4M———
United Capital Financial Advisors, LLC
N/A—119,980-119,980-100%$6.0M———
Global Endowment Management, LP
N/A—119,538-119,538-100%$6.0M———
FSB Premier Wealth Management, Inc.
N/A—119,410-119,410-100%$6.0M———
Yukon Wealth Management, Inc.
N/A—117,566-117,566-100%$5.9M———
Lbmc Investment Advisors, LLC
N/A—116,875-116,875-100%$5.9M———
WealthTrak Capital Management LLC
N/A—115,790-115,790-100%$5.8M———
Harbor Advisory Corp
N/A—112,330-112,330-100%$5.7M———
Integrity Wealth Solutions LLC
N/A—112,322-112,322-100%$5.7M———
Savvy Advisors, Inc.
N/A—111,697-111,697-100%$5.6M———
Hirtle & Co., LLC
N/A—110,407-110,407-100%$5.6M———
Smartleaf Asset Management LLC
N/A—109,876-109,876-100%$5.5M———
Brown Financial Advisors
N/A—106,227-106,227-100%$5.4M———
Captrust Financial Advisors
N/A—105,038-105,038-100%$5.3M———
Heritage Trust Co
N/A—104,933-104,933-100%$5.3M———
Nwam LLC
N/A—104,526-104,526-100%$5.3M———
Tranquilli Financial Advisor LLC
N/A—100,373-100,373-100%$5.1M———
Steward Partners Investment Advisory, LLC
N/A—100,003-100,003-100%$5.0M———
Keener Financial Planning LLC
N/A—97,444-97,444-100%$4.9M———
Fidelis Capital Partners, LLC
N/A—95,734-95,734-100%$4.8M———
O'shaughnessy Asset Management, LLC
N/A—95,514-95,514-100%$4.8M———
Oxinas Partners, LLC
N/A—95,325-95,325-100%$4.8M———
Gladstone Institutional Advisory LLC
N/A—95,223-95,223-100%$4.8M———
Gambit Capital Management, LLC
N/A—93,792-93,792-100%$4.7M———
Blair William & Co
N/A—93,163-93,163-100%$4.7M———
Snowden Capital Advisors LLC
N/A—92,374-92,374-100%$4.7M———
CreativeOne Wealth, LLC
N/A—90,945-90,945-100%$4.6M———
Money Concepts Capital Corp
N/A—90,530-90,530-100%$4.6M———
One Capital Management, LLC
N/A—88,390-88,390-100%$4.0M———
PAX Financial Group, LLC
N/A—85,711-85,711-100%$4.3M———
JRM Investment Counsel, LLC
N/A—83,898-83,898-100%$4.2M———
Lowe Brockenbrough & Co Inc
N/A—81,222-81,222-100%$4.1M———
Bluespring Wealth Management, LLC
N/A—78,737-78,737-100%$4.0M———
Anchor Bay Capital, Inc.
N/A—77,756-77,756-100%$4.0M———
Vista Investment Management
N/A—73,785-73,785-100%$3.7M———
PNC Financial Services Group, Inc.
N/A—73,648-73,648-100%$3.7M———
Quent Capital, LLC
N/A—72,486-72,486-100%$3.7M———
American Investment Services, Inc.
N/A—72,183-72,183-100%$3.6M———
Walsh & Associates, LLC
N/A—71,892-71,892-100%$3.6M———
World Investment Advisors
N/A—69,514-69,514-100%$3.3M———
Modern Wealth Management, LLC
N/A—68,656-68,656-100%$3.5M———
TRB Wealth Management, LLC
N/A—66,572-66,572-100%$3.4M———
Novus Advisors, LLC
N/A—65,512-65,512-100%$3.3M———
Mattson Financial Services, LLC
N/A—64,306-64,306-100%$3.2M———
City National Bank of Florida
N/A—63,312-63,312-100%$3.2M———
Zhang Financial LLC
N/A—63,122-63,122-100%$3.2M———
Mosaic Family Wealth Partners, LLC
N/A—60,978-60,978-100%$3.1M———
Rehmann Capital Advisory Group
N/A—60,188-60,188-100%$3.0M———
Brown Advisory Inc
N/A—60,087-60,087-100%$3.0M———
Bank of Montreal
N/A—59,403-59,403-100%$3.0M———
Columbia River Financial Group, LLC
N/A—57,031-57,031-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—55,761-55,761-100%$2.8M———
First Manhattan Co. Llc.
N/A—54,949-54,949-100%$2.8M———
Caitlin John, LLC
N/A—54,609-54,609-100%$2.8M———
Cary Street Partners Investment Advisory LLC
N/A—53,396-53,396-100%$2.7M———
NewEdge Wealth, LLC
N/A—52,043-52,043-100%$2.6M———
Arkadios Wealth Advisors
N/A—51,458-51,458-100%$2.6M———
Nuveen, LLC
N/A—51,417-51,417-100%$2.6M———
Tilson Financial Group, Inc.
N/A—51,159-51,159-100%$2.6M———
Rockbridge Investment Management, LCC
N/A—49,663-49,663-100%$2.5M———
Ciovacco Capital Management LLC
N/A—48,578-48,578-100%$2.4M———
Janney Montgomery Scott LLC
N/A—48,476-48,476-100%$2.4M———
Moneta Group Investment Advisors LLC
N/A—44,875-44,875-100%$2.3M———
Comprehensive Money Management Services LLC
N/A—44,039-44,039-100%$2.2M———
Baird Financial Group, Inc.
N/A—43,448-43,448-100%$2.2M———
Ballast Advisors LLC
N/A—41,996-41,996-100%$2.1M———
PCB Capital LLC
N/A—41,045-41,045-100%$2.1M———
Barnes Wealth Management Group, Inc
N/A—40,578-40,578-100%$2.0M———
Northern Trust Corp
N/A—40,297-40,297-100%$2.0M———
PCG Wealth Advisors, LLC
N/A—40,104-40,104-100%$2.0M———
Bessemer Group Inc
N/A—39,992-39,992-100%$2.0M———
Wealthspire Retirement, LLC
N/A—39,732-39,732-100%$2.0M———
Clarkston Capital Partners, LLC
N/A—39,500-39,500-100%$2.0M———
Composition Wealth, LLC
N/A—38,206-38,206-100%$1.9M———
PW Advisors, LLC \ FL
N/A—38,066-38,066-100%$1.9M———
Huntington National Bank
N/A—38,031-38,031-100%$1.9M———
Founders Financial Alliance, LLC
N/A—37,687-37,687-100%$1.9M———
Maridea Wealth Management LLC
N/A—37,637-37,637-100%$1.9M———
Level Four Advisory Services, LLC
N/A—35,571-35,571-100%$1.8M———
Dravo BAY LLC
N/A—34,657-34,657-100%$1.7M———
FreeGulliver LLC
N/A—33,523-33,523-100%$1.7M———
Legacy Edge Advisors, LLC
N/A—32,096-32,096-100%$1.6M———
Voya Financial Advisors, Inc.
N/A—31,515-31,515-100%$1.6M———
German American Bancorp, Inc.
N/A—31,453-31,453-100%$1.6M———
Noble Wealth Partners LLC
N/A—31,378-31,378-100%$1.6M———
Hills Bank & Trust Co
N/A—31,024-31,024-100%$1.6M———
RED Reef Advisors LLC
N/A—30,566-30,566-100%$1.5M———
Paladin Advisory Group, LLC
N/A—30,320-30,320-100%$1.5M———
Forefront Wealth Partners, LLC
N/A—29,779-29,779-100%$1.5M———
First Trust Advisors LP
N/A—29,679-29,679-100%$1.5M———
Keystone Financial Group
N/A—29,450-29,450-100%$1.5M———
Wallace Advisory Group, LLC
N/A—29,148-29,148-100%$1.5M———
Pinnacle Financial Partners, Inc.
N/A—28,500-28,500-100%$1.4M———
Seaside Wealth Management, Inc.
N/A—28,186-28,186-100%$1.4M———
Natixis Advisors, LLC
N/A—27,706-27,706-100%$1.4M———
Brand Asset Management Group, Inc.
N/A—27,614-27,614-100%$1.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—27,117-27,117-100%$1.4M———
Kelman-Lazarov, Inc.
N/A—26,793-26,793-100%$1.4M———
Inspire Advisors, LLC
N/A—26,007-26,007-100%$1.3M———
Zacks Investment Management
N/A—25,859-25,859-100%$1.3M———
Hancock Whitney Corp
N/A—25,370-25,370-100%$1.3M———
Vantus Wealth LLC
N/A—24,748-24,748-100%$1.2M———
Regal Investment Advisors LLC
N/A—24,379-24,379-100%$1.2M———
Cambient Family Office, LLC
N/A—24,125-24,125-100%$1.2M———
Fortis Group Advisors, LLC
N/A—23,741-23,741-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—23,587-23,587-100%$1.2M———
Hopwood Nicholas Hunter
N/A—23,443-23,443-100%$1.2M———
Medallion Wealth Advisors, LLC
N/A—22,933-22,933-100%$1.2M———
IEQ Capital, LLC
N/A—22,887-22,887-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—22,468-22,468-100%$1.1M———
Top Private Wealth Llc.
N/A—22,120-22,120-100%$1.1M———
Rock Point Advisors, LLC
N/A—22,047-22,047-100%$1.1M———
Flputnam Investment Management Co
N/A—21,857-21,857-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—21,748-21,748-100%$1.1M———
M&T Bank Corp
N/A—21,671-21,671-100%$1.1M———
Strategic Wealth Partners, Ltd.
N/A—21,472-21,472-100%$1.1M———
Glen Eagle Advisors, LLC
N/A—21,260-21,260-100%$1.1M———
Stratos Investment Management, LLC
N/A—20,817-20,817-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—20,719-20,719-100%$574.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—20,263-20,263-100%$1.0M———
Canal Capital Management, LLC
N/A—20,164-20,164-100%$1.0M———
Financial Strategies Group, Inc.
N/A—19,396-19,396-100%$968.1K———
Ellevest, Inc.
N/A—19,180-19,180-100%$841.4K———
Thompson David Blair
N/A—19,110-19,110-100%$963.0K———
Franklin Resources Inc
N/A—19,061-19,061-100%$960.5K———
WealthShield Partners, LLC
N/A—19,021-19,021-100%$958.5K———
Resurgent Financial Advisors LLC
N/A—18,920-18,920-100%$953.4K———
Stephens Inc
N/A—18,818-18,818-100%$948.2K———
Balanced Wealth Group LLC
N/A—18,743-18,743-100%$944.5K———
Citadel Advisors LLC
N/A—18,622-18,622-100%$938.4K———
TRU Independence Asset Management 2, LLC
N/A—18,385-18,385-100%$926.4K———
Port Capital LLC
N/A—18,000-18,000-100%$907.0K———
Bolthouse Investments, LLC
N/A—17,717-17,717-100%$892.8K———
Lumbard & Kellner, LLC
N/A—17,381-17,381-100%$875.8K———
Orcam Financial Group
N/A—17,365-17,365-100%$875.0K———
WFA of San Diego, LLC
N/A—17,273-17,273-100%$900.4K———
Banco Santander, S.A.
N/A—17,058-17,058-100%$859.6K———
Maripau Wealth Management LLC
N/A—16,973-16,973-100%$855.5K———
Kintra Wealth, LLC
N/A—16,933-16,933-100%$882.7K———
Bank of Hawaii
N/A—16,835-16,835-100%$848.3K———
IMA Advisory Services, Inc.
N/A—16,530-16,530-100%$832.9K———
Calton & Associates, Inc.
N/A—16,288-16,288-100%$820.8K———
BSW Wealth Partners
N/A—16,192-16,192-100%$815.9K———
Fisher Asset Management, LLC
N/A—16,166-16,166-100%$814.6K———
Morrissey Wealth Management, LLC
N/A—16,072-16,072-100%$812.1K———
Wealthfront Advisers LLC
N/A—16,025-16,025-100%$807.5K———
Bernicke Wealth Management, Ltd.
N/A—15,776-15,776-100%$795.0K———
Empower Advisory Group, LLC
N/A—15,015-15,015-100%$756.6K———
Whittier Trust Co
N/A—14,917-14,917-100%$758.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—14,625-14,625-100%$737.0K———
Hershey Financial Advisers, LLC
N/A—14,405-14,405-100%$725.9K———
Cardiff Park Advisors, LLC
N/A—14,187-14,187-100%$714.9K———
CIBC Bancorp USA Inc.
N/A—14,028-14,028-100%$706.9K———
Glassman Wealth Services
N/A—13,887-13,887-100%$699.8K———
Capital Advisors Inc
N/A—13,485-13,485-100%$679.5K———
Astoria Strategic Wealth, Inc.
N/A—13,344-13,344-100%$672.4K———
Stock Yards Bank & Trust Co
N/A—13,305-13,305-100%$670.4K———
Bleakley Financial Group, LLC
N/A—12,766-12,766-100%$643.3K———
UMB Bank, n.a.
N/A—12,682-12,682-100%$639.0K———
Ruggiero Investments, Inc.
N/A—12,507-12,507-100%$630.2K———
Impact Partnership Wealth, LLC
N/A—12,374-12,374-100%$623.5K———
Townsquare Capital LLC
N/A—12,329-12,329-100%$621.3K———
Berger Financial Group, Inc
N/A—12,272-12,272-100%$618.4K———
Tiaa Wealth Investment Management LLC
N/A—12,270-12,270-100%$614.7K———
Sequent Asset Management, LLC
N/A—12,129-12,129-100%$611.2K———
Kavar Capital Partners Group, LLC
N/A—11,981-11,981-100%$603.7K———
FSA Advisors, Inc.
N/A—11,844-11,844-100%$596.7K———
Curi Capital, LLC
N/A—11,632-11,632-100%$586.1K———
Vanguard Advisers Inc
N/A—11,418-11,418-100%$575.3K———
Redwood Investment Management, LLC
N/A—11,407-11,407-100%$575.0K———
Intrepid Financial Planning Group LLC
N/A—11,274-11,274-100%$568.1K———
Ameritas Advisory Services, LLC
N/A—11,177-11,177-100%$563.2K———
Integrated Investment Consultants, LLC
N/A—11,153-11,153-100%$562.0K———
Clark Capital Management Group, Inc.
N/A—11,076-11,076-100%$558.1K———
Smith, Moore & Co.
N/A—10,955-10,955-100%$552.0K———
Catalyst Financial Partners LLC
N/A—10,912-10,912-100%$549.9K———
Transcend Capital Advisors, LLC
N/A—10,796-10,796-100%$544.0K———
Advance Capital Management, Inc.
N/A—10,711-10,711-100%$539.7K———
Stillwater Private Wealth, LLC
N/A—10,315-10,315-100%$535———
Bravias Capital Group, LLC
N/A—10,271-10,271-100%$517.5K———
Prasad Wealth Partners, LLC
N/A—10,168-10,168-100%$512.4K———
XTX Topco Ltd
N/A—10,166-10,166-100%$512.3K———
M1 Capital Management LLC
N/A—9,790-9,790-100%$493.3K———
Main Street Financial Solutions, LLC
N/A—9,772-9,772-100%$492.4K———
OakTrust Wealth Advisors, LLC
N/A—9,751-9,751-100%$491.4K———
Keel Point, LLC
N/A—9,655-9,655-100%$486.5K———
Twin Focus Capital Partners, LLC
N/A—9,630-9,630-100%$485.3K———
Vermillion & White Wealth Management Group, LLC
N/A—9,614-9,614-100%$484.5K———
GWN Securities Inc.
N/A—9,600-9,600-100%$483.8K———
Richard W. Paul & Associates, LLC
N/A—9,564-9,564-100%$481.9K———
Orographic Financial Advisors, LLC
N/A—9,562-9,562-100%$496———
Alta Wealth Advisors LLC
N/A—9,450-9,450-100%$476.2K———
GW&K Investment Management, LLC
N/A—9,414-9,414-100%$474.0K———
CCG Wealth Management, LLC
N/A—9,225-9,225-100%$464.9K———
Johnson Investment Counsel Inc
N/A—9,186-9,186-100%$462.9K———
Wealthgarden F.S. LLC
N/A—9,162-9,162-100%$461.7K———
Freedom Investment Management, Inc.
N/A—8,965-8,965-100%$451.8K———
Byrne Financial Freedom, LLC
N/A—8,891-8,891-100%$448.0K———
Urban Financial Advisory Corp
N/A—8,758-8,758-100%$441.3K———
Azimuth Capital Investment Management LLC
N/A—8,701-8,701-100%$438.4K———
PCM Encore, LLC
N/A—8,651-8,651-100%$435.9K———
Donaldson Capital Management, LLC
N/A—8,358-8,358-100%$421.2K———
Investments & Financial Planning, LLC
N/A—8,231-8,231-100%$414.8K———
Caprock Group, LLC
N/A—8,178-8,178-100%$412.1K———
Vantage Point Financial LLC
N/A—8,092-8,092-100%$407.8K———
Madden Advisory Services, Inc.
N/A—7,947-7,947-100%$400.4K———
Traction Financial Partners, LLC
N/A—7,935-7,935-100%$399.8K———
Pinnacle Family Advisors, LLC
N/A—7,919-7,919-100%$399.1K———
Gross & Hartman Investments LLC
N/A—7,797-7,797-100%$392.9K———
HM Payson & Co
N/A—7,764-7,764-100%$391.2K———
WNY Asset Management, LLC
N/A—7,619-7,619-100%$383.9K———
Mayflower Financial Advisors, LLC
N/A—7,588-7,588-100%$382.4K———
Oakwell Private Wealth Management, LLC
N/A—7,550-7,550-100%$380.4K———
Keebeck Wealth Management
N/A—7,421-7,421-100%$374.0K———
Argent Trust Co
N/A—7,348-7,348-100%$370.3K———
MA Private Wealth
N/A—7,240-7,240-100%$364.8K———
Baker Avenue Asset Management, LP
N/A—7,159-7,159-100%$360.7K———
HBE Wealth Management, LLC
N/A—7,096-7,096-100%$357.6K———
Financial Plan, Inc.
N/A—7,047-7,047-100%$355.1K———
Checchi Capital Advisers, LLC
N/A—6,949-6,949-100%$350.2K———
Colonial Trust Co / SC
N/A—6,945-6,945-100%$350.0K———
Revere Asset Management, Inc
N/A—6,941-6,941-100%$349.8K———
Austin Wealth Management, LLC
N/A—6,864-6,864-100%$339.0K———
IFG Advisory, LLC
N/A—6,828-6,828-100%$344.1K———
Strategic Investment Advisors / MI
N/A—6,775-6,775-100%$341.4K———
BFC Planning, Inc.
N/A—6,773-6,773-100%$341.3K———
MB Generational Wealth, LLC
N/A—6,603-6,603-100%$332.7K———
Peterson Wealth Management
N/A—6,582-6,582-100%$331.7K———
Russell Investments Group, Ltd.
N/A—6,548-6,548-100%$329.9K———
AssuredPartners Investment Advisors, LLC
N/A—6,468-6,468-100%$325.9K———
QRG Capital Management, Inc.
N/A—6,331-6,331-100%$319.0K———
Two Sigma Securities, LLC
N/A—6,267-6,267-100%$315.8K———
Meramec Financial Planners, LLC
N/A—6,100-6,100-100%$302.5K———
American Trust
N/A—6,066-6,066-100%$305.7K———
Tevis Investment Management
N/A—6,035-6,035-100%$304.1K———
Empirical Asset Management, LLC
N/A—6,025-6,025-100%$303.6K———
Keystone Financial Services
N/A—5,718-5,718-100%$288.1K———
Copley Financial Group, Inc.
N/A—5,676-5,676-100%$286.0K———
Synergy Investment Management, LLC
N/A—5,541-5,541-100%$279.2K———
Pgim Custom Harvest LLC
N/A—5,477-5,477-100%$276.0K———
Commerce Bank
N/A—5,469-5,469-100%$275.6K———
Premier Private Wealth Management LLC
N/A—5,395-5,395-100%$271.9K———
Pine Valley Investments Ltd Liability Co
N/A—5,285-5,285-100%$266.3K———
Madison Wealth Partners, Inc
N/A—5,282-5,282-100%$266.2K———
JMG Financial Group, Ltd.
N/A—5,271-5,271-100%$265.6K———
Klcm Advisors, Inc.
N/A—5,261-5,261-100%$265.1K———
Financial Advisors Network, Inc.
N/A—5,160-5,160-100%$260.0K———
Francis Financial, Inc.
N/A—5,025-5,025-100%$253.2K———
Falcon Wealth Planning
N/A—4,941-4,941-100%$249.0K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,904-4,904-100%$247.1K———
Raffa Wealth Management, LLC
N/A—4,898-4,898-100%$246.8K———
Texas Yale Capital Corp.
N/A—4,888-4,888-100%$246.3K———
Strive Financial Group,LLC
N/A—4,880-4,880-100%$245.9K———
Callan Family Office, LLC
N/A—4,769-4,769-100%$240.3K———
Advisors Capital Management, LLC
N/A—4,745-4,745-100%$239.1K———
Wilson & Boucher Capital Management, LLC
N/A—4,700-4,700-100%$236.8K———
Rialto Wealth Management, LLC
N/A—4,669-4,669-100%$235.3K———
Cogent Private Wealth, Inc.
N/A—4,555-4,555-100%$229.5K———
Bouchey Financial Group, Ltd.
N/A—4,540-4,540-100%$228.8K———
Red Door Wealth Management, LLC
N/A—4,496-4,496-100%$226.6K———
Rench Wealth Management, Inc.
N/A—4,481-4,481-100%$225.8K———
Retirement Income Solutions, Inc
N/A—4,460-4,460-100%$203.6K———
Leavell Investment Management, Inc.
N/A—4,409-4,409-100%$222.2K———
CacheTech Inc.
N/A—4,382-4,382-100%$220.8K———
JMN Financial LLC
N/A—4,331-4,331-100%$218.2K———
Core Wealth Advisors, Inc.
N/A—4,330-4,330-100%$218.2K———
Napier Financial, LLC
N/A—4,308-4,308-100%$217.1K———
NorthRock Partners, LLC
N/A—4,291-4,291-100%$216.2K———
Bull Harbor Capital LLC
N/A—4,258-4,258-100%$214.6K———
LM Advisors LLC
N/A—4,213-4,213-100%$212.0K———
CarsonAllaria Wealth Management, Ltd.
N/A—4,101-4,101-100%$206.6K———
Copia Wealth Management
N/A—4,071-4,071-100%$205.1K———
Per Stirling Capital Management, Llc.
N/A—4,038-4,038-100%$203.5K———
Legacy Wealth Managment, LLC
N/A—3,997-3,997-100%$201.4K———
Syon Capital LLC
N/A—3,997-3,997-100%$201.4K———
Lavaca Capital LLC
N/A—3,628-3,628-100%$182.8K———
Orion Capital Management LLC
N/A—3,627-3,627-100%$182.8K———
Mpwm Advisory Solutions, LLC
N/A—3,192-3,192-100%$160.8K———
Silver OAK Securities, Incorporated
N/A—3,112-3,112-100%$156.8K———
Winch Advisory Services, LLC
N/A—3,075-3,075-100%$155.0K———
Ancora Advisors LLCA
N/A—3,070-3,070-100%$154.7K———
Graney & King, LLC
N/A—2,854-2,854-100%$143.8K———
Coston, McIsaac & Partners
N/A—2,813-2,813-100%$141.0K———
Addison Advisors LLC
N/A—2,780-2,780-100%$140.1K———
Gould Capital, LLC
N/A—2,765-2,765-100%$139.3K———
Fiduciary Financial Advisors
N/A—2,678-2,678-100%$135.0K———
Front Row Advisors LLC
N/A—2,657-2,657-100%$136.9K———
Operose Advisors LLC
N/A—2,531-2,531-100%$127.5K———
Sachetta, LLC
N/A—2,489-2,489-100%$125.4K———
Clearstead Trust, LLC
N/A—2,421-2,421-100%$122.0K———
Zions Bancorporation, National Association
N/A—2,416-2,416-100%$121.7K———
Webster Bank, N. A.
N/A—2,368-2,368-100%$119.3K———
Centaurus Financial, Inc.
N/A—2,287-2,287-100%$115.0K———
Transamerica Financial Advisors, LLC
N/A—2,274-2,274-100%$114.6K———
Bartlett & Co. Wealth Management LLC
N/A—2,184-2,184-100%$110.1K———
Financial Gravity Companies, Inc.
N/A—2,140-2,140-100%$107.8K———
VSM Wealth Advisory, LLC
N/A—2,101-2,101-100%$105.9K———
Accent Capital Management, LLC
N/A—2,000-2,000-100%$100.8K———
WealthCollab, LLC
N/A—1,993-1,993-100%$100.4K———
Crewe Advisors LLC
N/A—1,953-1,953-100%$98.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,916-1,916-100%$96.5K———
Bogart Wealth, LLC
N/A—1,788-1,788-100%$90.1K———
Rothschild Investment LLC
N/A—1,751-1,751-100%$88.2K———
Bank of the Bluegrass & Trust Co.
N/A—1,730-1,730-100%$86.8K———
Ameriflex Group, Inc.
N/A—1,685-1,685-100%$84.9K———
HHM Wealth Advisors, LLC
N/A—1,540-1,540-100%$77.6K———
Keating Financial Advisory Services, Inc.
N/A—1,497-1,497-100%$75.4K———
Sankala Group LLC
N/A—1,423-1,423-100%$73.1K———
10Elms LLP
N/A—1,416-1,416-100%$71.4K———
Rogco, LP
N/A—1,246-1,246-100%$62.8K———
Tidemark, LLC
N/A—1,211-1,211-100%$61.0K———
Mcguire Capital Advisors Inc
N/A—1,133-1,133-100%$57.1K———
JPL Wealth Management, LLC
N/A—1,075-1,075-100%$54.2K———
Colonial Trust Advisors
N/A—1,015-1,015-100%$51.1K———
Bruce G. Allen Investments, LLC
N/A—996-996-100%$50.2K———
UBS Asset Management Americas LLC
N/A—955-955-100%$48.1K———
Longview Financial Advisors LLC
N/A—850-850-100%$42.8K———
Community Bank, N.A.
N/A—831-831-100%$41.9K———
Johnson Financial Group, Inc.
N/A—800-800-100%$40.3K———
Frazier Financial Advisors, LLC
N/A—788-788-100%$39.7K———
Hamrick Investment Counsel, llc
N/A—785-785-100%$39.6K———
Knuff & Co LLC
N/A—767-767-100%$38.6K———
Beaird Harris Wealth Management, LLC
N/A—697-697-100%$35.1K———
Hantz Financial Services, Inc.
N/A—684-684-100%$34———
Oakmont Advisory Group, LLC
N/A—676-676-100%$34.1K———
Oxford Financial Group, Ltd. LLC
N/A—606-606-100%$30.5K———
Miller Capital Partners, Inc.
N/A—470-470-100%$23.7K———
National Bank of Canada
N/A—450-450-100%$22.7K———
Atomic Invest LLC
N/A—436-436-100%$21.9K———
Caldwell Sutter Capital, Inc.
N/A—428-428-100%$21.6K———
Anchor Investment Management, LLC
N/A—417-417-100%$21.0K———
1015 Capital Partners, LLC
N/A—362-362-100%$18.3K———
FWL Investment Management, LLC
N/A—350-350-100%$17.6K———
Topsail Wealth Management, LLC
N/A—349-349-100%$17.6K———
Penserra Capital Management LLC
N/A—306-306-100%$15———
Three Bearings Fiduciary Advisors, Inc.
N/A—202-202-100%$10.2K———
Steigerwald, Gordon & Koch Inc.
N/A—162-162-100%$8.2K———
Darwin Wealth Management, LLC
N/A—111-111-100%$5.6K———
Godfrey Financial Associates, Inc.
N/A—106-106-100%$5.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—34-34-100%$1.7K———
Private Wealth Asset Management, LLC
N/A—20-20-100%$1.0K———
SHP Wealth Management
N/A—5-5-100%$252———
Sittner & Nelson, LLC
N/A—2-2-100%$101———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$50———
Luminist Capital LLC
N/A—00—$1.9K———
Showing 1299 of 1299 institutions