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SS Spdr P S&P 500 Growth ETF (SPYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
INCREASED
Shares4,285,401 from 4,211,914
Change+73,487 (+2%)
Value$527.4M (+$26.3M)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares3,902,404 from 2,612,899
Change+1,289,505 (+49%)
Value$480.3M (+$169.4M)
Filed 2026-10-30
Orgel Wealth Management, LLC
INCREASED
Shares3,432,643 from 3,398,409
Change+34,234 (+1%)
Value$422.5M (+$18.1M)
Filed 2026-10-14
Kestra Investment Management, LLC
INCREASED
Shares3,017,788 from 2,920,221
Change+97,567 (+3%)
Value$371.4M (+$24.0M)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
INCREASED
Shares2,867,761 from 2,813,228
Change+54,533 (+2%)
Value$353.0M (+$18.2M)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares2,309,223 from 2,445,430
Change-136,207 (-6%)
Value$284.2M (-$6.8M)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares2,246,720 from 2,170,139
Change+76,581 (+4%)
Value$276.5M (+$18.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares1,965,092 from 1,736,874
Change+228,218 (+13%)
Value$241.9M (+$35.2M)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares1,903,732 from 1,766,081
Change+137,651 (+8%)
Value$233.5M (+$31.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,903,732 from 1,766,081
Change+137,651 (+8%)
Value$233.5M (+$31.2M)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,873,024 from 1,789,081
Change+83,943 (+5%)
Value$230.5M (+$17.6M)
Filed 2026-10-29
Focused Wealth Management, Inc
INCREASED
Shares1,555,985 from 1,531,390
Change+24,595 (+2%)
Value$191.5M (+$9.3M)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares1,480,133 from 1,489,560
Change-9,427 (-1%)
Value$182.2M (+$4.9M)
Filed 2026-10-08
Old National Bancorp
INCREASED
Shares1,436,067 from 1,429,611
Change+6,456 (+0%)
Value$176.8M (+$6.6M)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares1,432,221 from 1,352,196
Change+80,025 (+6%)
Value$176.3M (+$15.4M)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,320,352 from 1,308,727
Change+11,625 (+1%)
Value$162.5M (+$6.8M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares1,294,039 from 1,217,314
Change+76,725 (+6%)
Value$159.3M (+$14.4M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares1,292,149 from 854,452
Change+437,697 (+51%)
Value$159.0M (+$57.4M)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares1,095,465 from 1,127,958
Change-32,493 (-3%)
Value$134.8M (+$614.0K)
Filed 2026-10-26
First National Trust Co
DECREASED
Shares1,069,731 from 1,163,640
Change-93,909 (-8%)
Value$131.7M (-$6.8M)
Filed 2026-10-28
Cannon Financial Strategists, Inc.
INCREASED
Shares921,443 from 914,234
Change+7,209 (+1%)
Value$113.4M (+$4.6M)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares901,915 from 911,956
Change-10,041 (-1%)
Value$111.0M (+$2.5M)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares869,141 from 1,064,857
Change-195,716 (-18%)
Value$107.0M (-$19.7M)
Filed 2026-10-28
Creative Planning
DECREASED
Shares804,586 from 807,405
Change-2,819 (0%)
Value$99.0M (+$3.0M)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares787,164 from 798,372
Change-11,208 (-1%)
Value$96.9M (+$1.9M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares780,724 from 740,826
Change+39,898 (+5%)
Value$96.1K (-$88.1M)
Filed 2026-11-02
SilverOak Wealth Management LLC
INCREASED
Shares713,295 from 681,977
Change+31,318 (+5%)
Value$87.8M (+$6.6M)
Filed 2026-10-29
Ackerman Capital Advisors, LLC
DECREASED
Shares664,703 from 670,729
Change-6,026 (-1%)
Value$81.8M (+$2.0M)
Filed 2026-10-30
Klingman & Associates, LLC
DECREASED
Shares641,440 from 646,841
Change-5,401 (-1%)
Value$78.9M (+$2.0M)
Filed 2026-10-20
Oarsman Capital, Inc.
INCREASED
Shares639,438 from 631,032
Change+8,406 (+1%)
Value$78.7M (+$3.6M)
Filed 2026-11-05
Reston Wealth Management LLC
DECREASED
Shares608,809 from 612,211
Change-3,402 (-1%)
Value$74.9M (+$2.1M)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
DECREASED
Shares591,567 from 598,201
Change-6,634 (-1%)
Value$72.8M (+$1.6M)
Filed 2026-10-07
Courier Capital LLC
INCREASED
Shares568,726 from 549,195
Change+19,531 (+4%)
Value$70.0M (+$4.7M)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares566,033 from 536,479
Change+29,554 (+6%)
Value$69.7M (+$5.8M)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares556,028 from 471,923
Change+84,105 (+18%)
Value$68.6K (-$56.1M)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares543,868 from 669,039
Change-125,171 (-19%)
Value$66.9M (-$12.6M)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares510,696 from 573,709
Change-63,013 (-11%)
Value$62.9M (-$5.4M)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares500,407 from 359,819
Change+140,588 (+39%)
Value$62.0M (+$18.8M)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares499,952 from 419,977
Change+79,975 (+19%)
Value$61.5M (+$11.6M)
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares472,697 from 460,749
Change+11,948 (+3%)
Value$58.2M (+$3.4M)
Filed 2026-10-23
Navigation Group, LLC
DECREASED
Shares466,701 from 475,059
Change-8,358 (-2%)
Value$57.4M (+$914.3K)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares465,493 from 459,393
Change+6,100 (+1%)
Value$57.3M (+$2.6M)
Filed 2026-10-21
Truefg, LLC
INCREASED
Shares462,359 from 457,032
Change+5,327 (+1%)
Value$56.9M (+$2.5M)
Filed 2026-10-15
Rodgers & Associates, LTD
DECREASED
Shares443,090 from 449,619
Change-6,529 (-1%)
Value$54.5M (+$1.0M)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares441,601 from 388,461
Change+53,140 (+14%)
Value$54.4M (+$8.1M)
Filed 2026-10-22
71 West Capital Partners
DECREASED
Shares437,754 from 440,278
Change-2,524 (-1%)
Value$53.9M (+$1.5M)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares426,668 from 817,671
Change-391,003 (-48%)
Value$52.5M (-$44.8M)
Filed 2026-10-27
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares426,618 from 429,682
Change-3,064 (-1%)
Value$52.5M (+$1.4M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares417,451 from 418,135
Change-684 (0%)
Value$51.4M (+$1.6M)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED
Shares413,153 from 412,059
Change+1,094 (+0%)
Value$50.9M (+$1.8M)
Filed 2026-10-22
Shepherd Financial Partners LLC
INCREASED
Shares412,222 from 408,040
Change+4,182 (+1%)
Value$50.7M (+$2.2M)
Filed 2026-11-03
Nottingham Advisors, Inc.
INCREASED
Shares404,245 from 335,055
Change+69,190 (+21%)
Value$50.1M (+$2.8M)
Filed 2026-10-29
Kozak & Associates, Inc.
DECREASED
Shares396,637 from 409,311
Change-12,674 (-3%)
Value$48.1M (-$354.9K)
Filed 2026-10-29
ERn Financial, LLC
INCREASED
Shares395,011 from 373,603
Change+21,408 (+6%)
Value$48.6M (+$4.2M)
Filed 2026-10-28
Tlwm
INCREASED
Shares394,302 from 389,066
Change+5,236 (+1%)
Value$48.5M (+$2.2M)
Filed 2026-10-09
Waller Financial Planning Group, Inc
INCREASED
Shares374,184 from 352,803
Change+21,381 (+6%)
Value$46.1M (+$4.1M)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares372,158 from 332,462
Change+39,696 (+12%)
Value$45.8M (+$6.2M)
Filed 2026-10-16
Destiny Capital Corp
DECREASED
Shares364,253 from 376,350
Change-12,097 (-3%)
Value$44.8M (+$50.4K)
Filed 2026-11-03
Whitcomb & Hess, Inc.
INCREASED
Shares363,094 from 360,528
Change+2,566 (+1%)
Value$44.7M (+$1.8M)
Filed 2026-10-07
Sunburst Financial Group, LLC
DECREASED
Shares360,100 from 370,318
Change-10,218 (-3%)
Value$44.3M (+$256.9K)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares343,946 from 331,823
Change+12,123 (+4%)
Value$42.3M (+$2.8M)
Filed 2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares331,840 from 348,013
Change-16,173 (-5%)
Value$40.8M (-$567.3K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares323,828 from 326,305
Change-2,477 (-1%)
Value$40.9M (+$2.1M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares322,590 from 411,904
Change-89,314 (-22%)
Value$39.7M (-$9.3M)
Filed 2026-11-05
Riversedge Advisors, LLC
DECREASED
Shares318,078 from 323,310
Change-5,232 (-2%)
Value$39.1M (+$678.4K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares317,549 from 332,683
Change-15,134 (-5%)
Value$39.1M (-$502.0K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares313,990 from 280,638
Change+33,352 (+12%)
Value$38.9M (+$5.8M)
Filed 2026-10-22
Leslie Global Wealth, LLC
DECREASED
Shares313,705 from 315,334
Change-1,629 (-1%)
Value$38.6M (+$1.1M)
Filed 2026-10-26
Markowski Investments
DECREASED
Shares305,152 from 306,162
Change-1,010 (0%)
Value$37.6M (+$1.1M)
Filed 2026-10-30
CX Institutional
INCREASED
Shares292,447 from 283,258
Change+9,189 (+3%)
Value$36.0K (+$2.3K)
Filed 2026-10-02
Retiremitten Financial LLC
DECREASED
Shares290,927 from 291,147
Change-220 (0%)
Value$35.3M (+$654.6K)
Filed 2026-11-05
MMA Asset Management LLC
INCREASED
Shares287,999 from 272,371
Change+15,628 (+6%)
Value$35.4M (+$3.0M)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares285,674 from 268,615
Change+17,059 (+6%)
Value$35.2M (+$3.2M)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED
Shares283,976 from 283,982
Change-6 (0%)
Value$35.0M (+$1.2M)
Filed 2026-10-22
Eagle Strategies LLC
INCREASED
Shares281,367 from 279,808
Change+1,559 (+1%)
Value$34.6M (+$1.3M)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED
Shares279,847 from 286,742
Change-6,895 (-2%)
Value$34.4M (+$324.2K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares276,299 from 255,300
Change+20,999 (+8%)
Value$34.0M (+$3.6M)
Filed 2026-10-28
Boyd Wealth Management, LLC
INCREASED
Shares273,393 from 184,601
Change+88,792 (+48%)
Value$33.6M (+$11.7M)
Filed 2026-10-20
Roberts Financial Services LLC
INCREASED
Shares273,316 from 272,765
Change+551 (+0%)
Value$33.6M (+$1.2M)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares272,254 from 233,134
Change+39,120 (+17%)
Value$33.5M (+$5.8M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares270,718 from 212,874
Change+57,844 (+27%)
Value$33.3M (+$8.0M)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares270,280 from 133,745
Change+136,535 (+102%)
Value$33.3M (+$17.4M)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares264,970 from 261,498
Change+3,472 (+1%)
Value$32.6M (+$1.5M)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares264,876 from 257,653
Change+7,223 (+3%)
Value$32.6M (+$1.9M)
Filed 2026-10-08
Clear Creek Financial Management, LLC
DECREASED
Shares256,467 from 318,096
Change-61,629 (-19%)
Value$31.6M (-$6.3M)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares253,820 from 261,755
Change-7,935 (-3%)
Value$30.5M (+$6.5K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares247,604 from 169,472
Change+78,132 (+46%)
Value$30.5M (+$10.3M)
Filed 2026-11-05
Marathon Mission, Inc.
INCREASED
Shares246,215 from 244,049
Change+2,166 (+1%)
Value$30.3M (+$1.3M)
Filed 2026-10-01
Florida Trust Wealth Management Co
INCREASED
Shares245,263 from 217,212
Change+28,051 (+13%)
Value$30.2M (+$4.3M)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares244,715 from 219,731
Change+24,984 (+11%)
Value$30.1M (+$4.0M)
Filed 2026-11-04
Stonebridge Financial Group, LLC
INCREASED
Shares244,460 from 238,456
Change+6,004 (+3%)
Value$30.1M (+$1.7M)
Filed 2026-10-01
Granville Capital, Inc.
INCREASED
Shares240,723 from 227,928
Change+12,795 (+6%)
Value$29.6M (+$2.5M)
Filed 2026-11-05
True Blue Financial, LLC
INCREASED
Shares232,117 from 177,816
Change+54,301 (+31%)
Value$28.6M (+$7.4M)
Filed 2026-10-15
Choice Wealth Advisors LLC
INCREASED
Shares231,894 from 230,868
Change+1,026 (+0%)
Value$28.5M (+$1.1M)
Filed 2026-10-16
Horizon Wealth Management, LLC
DECREASED
Shares229,248 from 233,299
Change-4,051 (-2%)
Value$28.2M (+$455.6K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares228,371 from 228,502
Change-131 (0%)
Value$28.1M (+$918.4K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares227,011 from 232,359
Change-5,348 (-2%)
Value$27.9M (+$292.1K)
Filed 2026-11-05
Beutel, Goodman & Co Ltd.
DECREASED
Shares222,685 from 227,125
Change-4,440 (-2%)
Value$27.5K (-$27.0M)
Filed 2026-11-04
Fortitude Financial, LLC
INCREASED
Shares217,959 from 212,893
Change+5,066 (+2%)
Value$26.8M (+$1.5M)
Filed 2026-10-19
Jnba Financial Advisors
DECREASED
Shares215,631 from 224,178
Change-8,547 (-4%)
Value$26.5M (-$135.1K)
Filed 2026-11-03
Concord Wealth Partners
DECREASED
Shares212,016 from 216,793
Change-4,777 (-2%)
Value$26.1M (+$298.7K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares210,705 from 199,584
Change+11,121 (+6%)
Value$25.9M (+$2.2M)
Filed 2026-10-13
Harbor Group, Inc.
INCREASED
Shares206,036 from 195,231
Change+10,805 (+6%)
Value$25.4M (+$2.1M)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
INCREASED
Shares205,163 from 172,661
Change+32,502 (+19%)
Value$25.3M (+$4.7M)
Filed 2026-11-02
Buska Wealth Management, LLC
DECREASED
Shares205,109 from 231,088
Change-25,979 (-11%)
Value$25.2M (-$2.3M)
Filed 2026-10-08
Investors Research Corp
DECREASED
Shares204,395 from 205,613
Change-1,218 (-1%)
Value$25.2M (+$691.0K)
Filed 2026-10-07
GHP Investment Advisors, Inc.
INCREASED
Shares202,896 from 202,687
Change+209 (+0%)
Value$25.0M (+$854.7K)
Filed 2026-10-15
Concord Asset Management, LLC
DECREASED
Shares202,232 from 206,125
Change-3,893 (-2%)
Value$24.9M (+$363.9K)
Filed 2026-11-02
Wealth Management Resources, Inc.
INCREASED
Shares201,582 from 198,184
Change+3,398 (+2%)
Value$24.8M (+$1.2M)
Filed 2026-10-21
1834 Investment Advisors Co
INCREASED
Shares196,504 from 193,162
Change+3,342 (+2%)
Value$24.2M (+$1.2M)
Filed 2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares190,829 from 190,829
Change0 (0%)
Value$22.7M ($0)
Filed 2026-11-03
Horizon Financial Services, LLC
INCREASED
Shares190,141 from 184,133
Change+6,008 (+3%)
Value$23.4M (+$1.5M)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares188,864 from 189,928
Change-1,064 (-1%)
Value$23.2M (+$645.9K)
Filed 2026-10-27
Schear Investment Advisers, LLC
NEW
Shares183,776
Change+183,776
Value$22.6M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares183,776 from 184,561
Change-785 (0%)
Value$22.6M (+$658.2K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares181,663 from 112,772
Change+68,891 (+61%)
Value$22.4M (+$8.9M)
Filed 2026-10-05
Annex Advisory Services, LLC
DECREASED
Shares177,131 from 206,823
Change-29,692 (-14%)
Value$21.8M (-$2.8M)
Filed 2026-10-16
Sage Advisory Services, Ltd.Co.
DECREASED
Shares167,207 from 229,926
Change-62,719 (-27%)
Value$20.6M (-$6.8M)
Filed 2026-10-29
Diligent Investors, LLC
DECREASED
Shares162,576 from 164,910
Change-2,334 (-1%)
Value$20.0M (+$387.3K)
Filed 2026-10-21
Macco Financial Group, Inc.
INCREASED
Shares161,395 from 129,904
Change+31,491 (+24%)
Value$19.9M (+$4.4M)
Filed 2026-11-05
One Advisory Partners, LLC
NEW
Shares161,102
Change+161,102
Value$19.8M
Filed 2026-10-22
Univest Financial Corp
DECREASED
Shares160,942 from 172,593
Change-11,651 (-7%)
Value$19.8M (-$728.1K)
Filed 2026-11-05
Benchmark Financial, LLC
DECREASED
Shares159,349 from 162,245
Change-2,896 (-2%)
Value$19.6M (+$307.1K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares159,082 from 158,417
Change+665 (+0%)
Value$19.6M (+$729.8K)
Filed 2026-10-20
Able Wealth Management LLC
INCREASED
Shares158,706 from 152,934
Change+5,772 (+4%)
Value$19.9M (+$1.8M)
Filed 2026-10-13
Sentinel Advisory Group, LLC
INCREASED
Shares157,742 from 155,863
Change+1,879 (+1%)
Value$19.4M (+$868.7K)
Filed 2026-10-20
PFG Private Wealth Management, LLC
DECREASED
Shares156,828 from 206,213
Change-49,385 (-24%)
Value$19.3M (-$5.2M)
Filed 2026-10-15
Hobart Private Capital, LLC
INCREASED
Shares155,998 from 154,249
Change+1,749 (+1%)
Value$19.2M (+$846.0K)
Filed 2026-10-19
Pecaut & Co.
DECREASED
Shares154,753 from 155,879
Change-1,126 (-1%)
Value$19.0M (+$499.0K)
Filed 2026-10-27
Power Wealth Management LLC
INCREASED
Shares150,101 from 132,715
Change+17,386 (+13%)
Value$18.5M (+$2.7M)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares148,086 from 10,548
Change+137,538 (+1304%)
Value$17.2M (+$16.0M)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares147,296 from 146,984
Change+312 (+0%)
Value$18.1M (+$639.7K)
Filed 2026-10-21
Probity Advisors, Inc.
INCREASED
Shares147,273 from 142,395
Change+4,878 (+3%)
Value$18.1M (+$1.2M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares145,776 from 135,930
Change+9,846 (+7%)
Value$17.9M (+$1.8M)
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED
Shares143,400 from 159,963
Change-16,563 (-10%)
Value$17.6M (-$1.4M)
Filed 2026-11-03
Affinity Capital Advisors, LLC
DECREASED
Shares141,761 from 142,897
Change-1,136 (-1%)
Value$17.8M (+$864.6K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares141,750 from 146,863
Change-5,113 (-3%)
Value$17.4M (-$28.6K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares139,375 from 72,333
Change+67,042 (+93%)
Value$17.2M (+$8.5M)
Filed 2026-10-22
Asset Allocation Strategies LLC
INCREASED
Shares137,393 from 135,186
Change+2,207 (+2%)
Value$16.9M (+$824.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares134,665 from 71,702
Change+62,963 (+88%)
Value$16.6M (+$8.0M)
Filed 2026-10-08
First Bank & Trust
NEW
Shares134,382
Change+134,382
Value$16.5M
Filed 2026-10-19
Optimist Retirement Group LLC
DECREASED
Shares133,657 from 135,356
Change-1,699 (-1%)
Value$16.5M (+$344.5K)
Filed 2026-10-30
Bucket List Wealth Management, LLC
INCREASED
Shares132,923 from 130,637
Change+2,286 (+2%)
Value$16.4M (+$815.7K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares131,338 from 119,661
Change+11,677 (+10%)
Value$16.2M (+$1.9M)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares130,324 from 140,822
Change-10,498 (-7%)
Value$16.0M (-$716.2K)
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares129,764 from 132,225
Change-2,461 (-2%)
Value$16.0M (+$237.9K)
Filed 2026-10-20
Aureum Wealth Management, LLC
DECREASED
Shares121,978 from 122,599
Change-621 (-1%)
Value$15.0M (+$425.0K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares121,450 from 120,854
Change+596 (+0%)
Value$14.9M (+$567.7K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares120,302 from 173,137
Change-52,835 (-31%)
Value$14.8M (-$5.8M)
Filed 2026-10-23
Ashton Thomas Securities, LLC
INCREASED
Shares118,822 from 104,448
Change+14,374 (+14%)
Value$14.6M (+$2.1M)
Filed 2026-10-26
GenWealth Group, Inc.
DECREASED
Shares117,499 from 118,355
Change-856 (-1%)
Value$14.5M (+$378.7K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares117,392 from 117,665
Change-273 (0%)
Value$14.4M (+$447.3K)
Filed 2026-11-03
Guardian Wealth Advisors, LLC
INCREASED
Shares116,119 from 110,316
Change+5,803 (+5%)
Value$14.0M (+$872.8K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares114,579 from 111,907
Change+2,672 (+2%)
Value$14.1M (+$786.5K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
DECREASED
Shares107,409 from 110,873
Change-3,464 (-3%)
Value$13.2M (+$26.5K)
Filed 2026-10-16
Tsfg, LLC
INCREASED
Shares105,547 from 92,507
Change+13,040 (+14%)
Value$13.0K (-$11.0M)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares101,843 from 98,892
Change+2,951 (+3%)
Value$12.5M (+$622.9K)
Filed 2026-10-30
Melone Private Wealth, LLC
INCREASED
Shares101,478 from 100,267
Change+1,211 (+1%)
Value$12.5M (+$559.1K)
Filed 2026-10-16
Town Capital LLC
INCREASED
Shares101,430 from 97,017
Change+4,413 (+5%)
Value$12.5M (+$940.0K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
DECREASED
Shares100,802 from 101,462
Change-660 (-1%)
Value$12.4M (+$333.8K)
Filed 2026-11-03
Cobblestone Asset Management LLC
INCREASED
Shares100,716 from 99,439
Change+1,277 (+1%)
Value$12.4M (+$563.9K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares95,395 from 94,307
Change+1,088 (+1%)
Value$11.7M (+$519.6K)
Filed 2026-11-03
SigFig Wealth Management, LLC
DECREASED
Shares93,842 from 110,263
Change-16,421 (-15%)
Value$11.6M (-$1.4M)
Filed 2026-10-07
DecisionMap Wealth Management, LLC
INCREASED
Shares93,584 from 92,024
Change+1,560 (+2%)
Value$11.5M (+$568.5K)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares93,334 from 97,609
Change-4,275 (-4%)
Value$11.5M (-$126.9K)
Filed 2026-10-19
Sfam, LLC
INCREASED
Shares91,134 from 89,009
Change+2,125 (+2%)
Value$11.2M (+$625.6K)
Filed 2026-11-03
Sima Wealth Partners, LLC
INCREASED
Shares90,367 from 88,798
Change+1,569 (+2%)
Value$11.1M (+$556.3K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
DECREASED
Shares90,069 from 91,485
Change-1,416 (-2%)
Value$11.1M (+$200.0K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares89,907 from 89,548
Change+359 (+0%)
Value$11.1M (+$410.4K)
Filed 2026-10-09
Venture Visionary Partners LLC
INCREASED
Shares89,780 from 81,182
Change+8,598 (+11%)
Value$11.1M (+$1.4M)
Filed 2026-10-07
Intergy Private Wealth, LLC
INCREASED
Shares89,523 from 89,522
Change+1 (0%)
Value$11.0M (+$366.2K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares89,376 from 84,081
Change+5,295 (+6%)
Value$11.0M (+$995.6K)
Filed 2026-10-20
LifePlan Financial, LLC
DECREASED
Shares88,923 from 90,592
Change-1,669 (-2%)
Value$11.1M (+$311.8K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares87,679 from 79,901
Change+7,778 (+10%)
Value$11.1M (+$1.6M)
Filed 2026-10-20
Founders Capital Management
DECREASED
Shares87,071 from 87,110
Change-39 (0%)
Value$10.7M (+$351.4K)
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED
Shares86,308 from 124,153
Change-37,845 (-30%)
Value$10.6M (-$4.1M)
Filed 2026-10-09
Avestar Capital, LLC
DECREASED
Shares86,095 from 144,829
Change-58,734 (-41%)
Value$10.6M (-$6.6M)
Filed 2026-10-28
Financial Council, LLC
INCREASED
Shares85,400 from 84,101
Change+1,299 (+2%)
Value$10.5M (+$503.9K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares84,283 from 80,247
Change+4,036 (+5%)
Value$10.4M (+$825.0K)
Filed 2026-11-05
Apollon Financial, LLC
DECREASED
Shares83,831 from 89,539
Change-5,708 (-6%)
Value$10.3M (-$336.4K)
Filed 2026-10-23
Sterling Manor Financial, LLC
NEW
Shares82,600
Change+82,600
Value$10.2M
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares81,735 from 83,862
Change-2,127 (-3%)
Value$10.1M (+$81.2K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares80,270 from 72,244
Change+8,026 (+11%)
Value$9.9M (+$1.3M)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
INCREASED
Shares78,831 from 77,827
Change+1,004 (+1%)
Value$9.7M (+$441.9K)
Filed 2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares78,528 from 74,429
Change+4,099 (+6%)
Value$9.7M (+$808.9K)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares77,907 from 57,947
Change+19,960 (+34%)
Value$9.6K (-$6.9M)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares77,102 from 78,477
Change-1,375 (-2%)
Value$9.5M (+$151.7K)
Filed 2026-10-20
Occidental Asset Management, LLC
DECREASED
Shares76,682 from 77,731
Change-1,049 (-1%)
Value$9.4M (+$188.9K)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares76,548 from 76,215
Change+333 (+0%)
Value$9.4M (+$352.8K)
Filed 2026-10-22
City Center Advisors, LLC
INCREASED
Shares74,188 from 73,681
Change+507 (+1%)
Value$9.1M (+$363.8K)
Filed 2026-10-08
Salomon & Ludwin, LLC
DECREASED
Shares74,031 from 74,840
Change-809 (-1%)
Value$9.1M (+$247.7K)
Filed 2026-10-29
Stone Summit Wealth LLC
INCREASED
Shares73,446 from 61,190
Change+12,256 (+20%)
Value$9.0M (+$1.8M)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares72,103 from 75,509
Change-3,406 (-5%)
Value$8.9M (-$110.4K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares71,799 from 73,468
Change-1,669 (-2%)
Value$8.8M (+$95.1K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares71,544 from 73,278
Change-1,734 (-2%)
Value$8.8M (+$86.3K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares71,176 from 72,756
Change-1,580 (-2%)
Value$8.8M (+$103.2K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares70,512 from 69,844
Change+668 (+1%)
Value$8.7M (+$367.9K)
Filed 2026-10-08
Auour Investments LLC
DECREASED
Shares69,261 from 69,534
Change-273 (0%)
Value$8.5M (+$250.8K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
DECREASED
Shares69,030 from 74,107
Change-5,077 (-7%)
Value$8.5M (-$321.7K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares68,766 from 50,392
Change+18,374 (+36%)
Value$8.5M (+$2.5M)
Filed 2026-10-16
FDx Advisors, Inc.
DECREASED
Shares68,317 from 87,364
Change-19,047 (-22%)
Value$8.4K (-$10.4M)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares67,737 from 68,386
Change-649 (-1%)
Value$8.3M (+$199.8K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
INCREASED
Shares67,720 from 66,938
Change+782 (+1%)
Value$8.3M (+$370.0K)
Filed 2026-10-09
One Day In July LLC
DECREASED
Shares67,370 from 68,966
Change-1,596 (-2%)
Value$8.3M (+$85.6K)
Filed 2026-10-30
AGH Wealth Advisors, LLC
INCREASED
Shares66,938 from 43,165
Change+23,773 (+55%)
Value$8.2M (+$3.1M)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares65,953 from 101,975
Change-36,022 (-35%)
Value$8.1M (-$4.0M)
Filed 2026-10-21
Buttonwood Financial Group, LLC
DECREASED
Shares65,932 from 71,063
Change-5,131 (-7%)
Value$8.3M (-$115.5K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
DECREASED
Shares65,404 from 65,654
Change-250 (0%)
Value$8.0M (+$237.7K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares65,080 from 66,410
Change-1,330 (-2%)
Value$8.0M (+$108.0K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares62,200 from 56,634
Change+5,566 (+10%)
Value$7.7M (+$916.7K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares62,106
Change+62,106
Value$7.6M
Filed 2026-10-07
Retirement Financial Solutions, LLC
INCREASED
Shares61,889 from 60,801
Change+1,088 (+2%)
Value$7.6M (+$382.5K)
Filed 2026-10-20
Braun-Bostich & Associates Inc.
DECREASED
Shares59,696 from 59,933
Change-237 (0%)
Value$7.3M (+$216.0K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
DECREASED
Shares59,667 from 62,540
Change-2,873 (-5%)
Value$7.3M (-$97.8K)
Filed 2026-10-15
GLR Partners, LLC
INCREASED
Shares58,948 from 54,016
Change+4,932 (+9%)
Value$7.3M (+$828.0K)
Filed 2026-11-04
Advisor OS, LLC
DECREASED
Shares57,582 from 58,086
Change-504 (-1%)
Value$7.1M (+$175.5K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
INCREASED
Shares57,366 from 52,383
Change+4,983 (+10%)
Value$7.1M (+$874.1K)
Filed 2026-10-20
Robinswood Financial LLC
INCREASED
Shares57,041 from 52,374
Change+4,667 (+9%)
Value$6.9M (+$689.3K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares56,809 from 50,528
Change+6,281 (+12%)
Value$7.0M (+$979.7K)
Filed 2026-11-05
Inman Jager Wealth Management, LLC
INCREASED
Shares56,369 from 55,240
Change+1,129 (+2%)
Value$6.9M (+$364.9K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares55,651 from 57,310
Change-1,659 (-3%)
Value$6.8M (+$30.2K)
Filed 2026-10-28
Oak Harvest Investment Services
DECREASED
Shares55,394 from 56,438
Change-1,044 (-2%)
Value$6.8M (+$102.3K)
Filed 2026-10-20
American Financial & TAX Strategies Inc
DECREASED
Shares54,430 from 54,694
Change-264 (0%)
Value$6.7M (+$191.2K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares54,387 from 55,480
Change-1,093 (-2%)
Value$6.7K (-$6.6M)
Filed 2026-10-14
First Premier Bank
NEW
Shares51,957
Change+51,957
Value$6.4K
Filed 2026-10-13
Aventus Investment Advisors, Inc.
INCREASED
Shares49,965 from 49,759
Change+206 (+0%)
Value$6.1M (+$228.9K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares49,820 from 42,164
Change+7,656 (+18%)
Value$6.1M (+$1.1M)
Filed 2026-10-20
Towne Trust Company, N.a
INCREASED
Shares49,765 from 42,495
Change+7,270 (+17%)
Value$6.1M (+$1.1M)
Filed 2026-10-28
Hofer & Associates. Inc
DECREASED
Shares49,614 from 207,313
Change-157,699 (-76%)
Value$6.1M (-$18.6M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares49,614 from 50,389
Change-775 (-2%)
Value$6.1M (+$110.7K)
Filed 2026-10-14
McNaughton Wealth Management, LLC
INCREASED
Shares49,564 from 49,204
Change+360 (+1%)
Value$6.1M (+$245.6K)
Filed 2026-10-09
Uptown Financial Advisors LLC
DECREASED
Shares47,635 from 47,799
Change-164 (0%)
Value$5.9M (+$175.4K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
INCREASED
Shares47,431 from 45,383
Change+2,048 (+5%)
Value$5.8M (+$437.6K)
Filed 2026-10-16
Burney Co/
DECREASED
Shares46,527 from 46,951
Change-424 (-1%)
Value$5.7M (+$139.9K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares46,099 from 44,233
Change+1,866 (+4%)
Value$5.7M (+$410.6K)
Filed 2026-10-15
Spectrum Advisors, Inc.
INCREASED
Shares45,650 from 39,599
Change+6,051 (+15%)
Value$5.6M (+$906.7K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares44,572 from 44,572
Change0 (0%)
Value$5.5M (+$182.3K)
Filed 2026-11-02
Quadrant Capital Group LLC
UNCHANGED
Shares44,532 from 44,532
Change0 (0%)
Value$5.6M (+$273.4K)
Filed 2026-10-20
Private Wealth Group, LLC
DECREASED
Shares44,506 from 44,546
Change-40 (0%)
Value$5.5M (+$177.3K)
Filed 2026-10-19
Roan Capital Partners
INCREASED
Shares44,394 from 42,816
Change+1,578 (+4%)
Value$5.5M (+$369.4K)
Filed 2026-10-09
Echo Wealth Management, LLC
DECREASED
Shares43,103 from 43,155
Change-52 (0%)
Value$5.3M (+$170.1K)
Filed 2026-10-15
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares42,887 from 42,887
Change0 (0%)
Value$5.3M (+$175.4K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares42,103 from 44,044
Change-1,941 (-4%)
Value$5.2M (-$58.7K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares41,713 from 41,504
Change+209 (+1%)
Value$5.1M (+$195.5K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares41,436 from 41,702
Change-266 (-1%)
Value$5.1M (+$137.7K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
DECREASED
Shares40,996 from 49,175
Change-8,179 (-17%)
Value$5.0M (-$805.5K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares40,093 from 42,112
Change-2,019 (-5%)
Value$4.9K (-$5.0M)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares40,077 from 38,451
Change+1,626 (+4%)
Value$4.7M (+$288.7K)
Filed 2026-10-27
Hill Island Financial LLC
DECREASED
Shares39,859 from 43,668
Change-3,809 (-9%)
Value$4.9M (-$290.2K)
Filed 2026-10-20
Lionshead Wealth Management, LLC
DECREASED
Shares39,551 from 42,074
Change-2,523 (-6%)
Value$4.9M (-$138.6K)
Filed 2026-10-21
Greenwood Gearhart LLC
DECREASED
Shares38,948 from 39,680
Change-732 (-2%)
Value$4.8M (+$72.3K)
Filed 2026-11-02
Foresight Capital Management Advisors, Inc.
DECREASED
Shares38,661 from 42,612
Change-3,951 (-9%)
Value$4.8M (-$312.0K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares37,989 from 33,075
Change+4,914 (+15%)
Value$4.7M (+$740.1K)
Filed 2026-11-05
Clear Retirement Advice LLC
DECREASED
Shares37,804 from 38,534
Change-730 (-2%)
Value$4.7M (+$67.7K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares37,736 from 33,345
Change+4,391 (+13%)
Value$4.6M (+$676.8K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares37,447 from 36,564
Change+883 (+2%)
Value$4.6M (+$258.3K)
Filed 2026-10-14
Motive Wealth Advisors
DECREASED
Shares37,012 from 39,922
Change-2,910 (-7%)
Value$4.6M (-$194.9K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares36,785 from 40,456
Change-3,671 (-9%)
Value$4.5M (-$286.3K)
Filed 2026-10-27
FCG Investment Co
INCREASED
Shares36,544 from 36,489
Change+55 (+0%)
Value$4.5M (+$156.0K)
Filed 2026-10-13
GoalVest Advisory LLC
DECREASED
Shares36,272 from 43,722
Change-7,450 (-17%)
Value$4.5M (-$738.1K)
Filed 2026-10-02
Kingswood Wealth Advisors, LLC
DECREASED
Shares36,207 from 36,821
Change-614 (-2%)
Value$4.5M (+$75.1K)
Filed 2026-10-23
RKL Wealth Management LLC
INCREASED
Shares36,019 from 31,530
Change+4,489 (+14%)
Value$4.4M (+$681.5K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares34,721 from 36,728
Change-2,007 (-5%)
Value$4.3M (-$96.9K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
INCREASED
Shares34,714 from 33,944
Change+770 (+2%)
Value$4.3M (+$233.6K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares34,493 from 35,659
Change-1,166 (-3%)
Value$4.2M (+$2.3K)
Filed 2026-10-06
Rainier Family Wealth Inc
DECREASED
Shares34,433 from 39,149
Change-4,716 (-12%)
Value$4.2M (-$420.3K)
Filed 2026-11-02
Winthrop Advisory Group LLC
DECREASED
Shares34,138 from 34,289
Change-151 (0%)
Value$4.2M (+$121.7K)
Filed 2026-10-22
Curran Financial Partners, LLC
INCREASED
Shares34,053 from 23,999
Change+10,054 (+42%)
Value$4.2M (+$1.3M)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares33,976 from 34,211
Change-235 (-1%)
Value$4.2M (+$111.0K)
Filed 2026-10-08
Wiregrass Investment Management LLC
INCREASED
Shares33,904 from 30,439
Change+3,465 (+11%)
Value$4.2M (+$551.0K)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares33,605 from 33,488
Change+117 (+0%)
Value$4.1M (+$151.4K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares33,373 from 33,826
Change-453 (-1%)
Value$4.1M (+$82.7K)
Filed 2026-11-05
Waystone Advisors LLC
UNCHANGED
Shares32,627 from 32,627
Change0 (0%)
Value$3.9M ($0)
Filed 2026-10-16
Camden National Bank
INCREASED
Shares32,579 from 30,054
Change+2,525 (+8%)
Value$4.0M (+$433.7K)
Filed 2026-11-02
Atticus Wealth Management, LLC
INCREASED
Shares31,966 from 31,866
Change+100 (+0%)
Value$3.9M (+$142.7K)
Filed 2026-10-20
Towerpoint Wealth, LLC
DECREASED
Shares31,945 from 33,225
Change-1,280 (-4%)
Value$3.9M (-$21.7K)
Filed 2026-10-13
Marietta Wealth Management, LLC
UNCHANGED
Shares31,892 from 31,892
Change0 (0%)
Value$3.9M (+$119.3K)
Filed 2026-10-22
Keudell ison Wealth Management
INCREASED
Shares31,422 from 30,505
Change+917 (+3%)
Value$3.9M (+$237.6K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares30,618 from 33,948
Change-3,330 (-10%)
Value$3.8M (-$271.0K)
Filed 2026-10-15
Shum Financial Group, Inc.
DECREASED
Shares30,177 from 30,587
Change-410 (-1%)
Value$3.7M (+$74.6K)
Filed 2026-10-13
StoneCrest Wealth Management, Inc.
INCREASED
Shares29,903 from 29,727
Change+176 (+1%)
Value$3.7M (+$143.2K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
UNCHANGED
Shares29,790 from 29,790
Change0 (0%)
Value$3.7M (+$121.8K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares28,732 from 28,617
Change+115 (+0%)
Value$3.5M (+$131.2K)
Filed 2026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares28,556 from 28,556
Change0 (0%)
Value$3.5M (+$116.8K)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED
Shares28,384 from 28,353
Change+31 (+0%)
Value$3.5M (+$119.9K)
Filed 2026-10-16
Wrenne Financial Planning LLC
DECREASED
Shares28,339 from 28,414
Change-75 (0%)
Value$3.5M (+$107.1K)
Filed 2026-10-30
MBL Wealth, LLC
DECREASED
Shares28,031 from 31,522
Change-3,491 (-11%)
Value$3.5M (-$300.7K)
Filed 2026-10-22
Palatine Hill Wealth Management, LLC
INCREASED
Shares27,903 from 23,409
Change+4,494 (+19%)
Value$3.4M (+$648.9K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
DECREASED
Shares27,853 from 27,941
Change-88 (0%)
Value$3.4M (+$103.4K)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED
Shares27,497 from 27,576
Change-79 (0%)
Value$3.4M (+$103.1K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares27,427 from 27,491
Change-64 (0%)
Value$3.4M (+$104.6K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares27,084 from 28,228
Change-1,144 (-4%)
Value$3.3M (-$25.3K)
Filed 2026-10-09
WealthPLAN Partners, LLC
DECREASED
Shares26,123 from 30,831
Change-4,708 (-15%)
Value$3.2M (-$453.4K)
Filed 2026-10-15
Rede Wealth, LLC
INCREASED
Shares26,054 from 25,846
Change+208 (+1%)
Value$3.2M (+$131.4K)
Filed 2026-10-22
15 Wealth Advisors LLC
NEW
Shares25,856
Change+25,856
Value$3.2M
Filed 2026-10-14
Global Assets Advisory, LLC
INCREASED
Shares25,357 from 25,036
Change+321 (+1%)
Value$3.2M (+$212.6K)
Filed 2026-10-28
Beacon Capital Management, LLC
INCREASED
Shares24,975 from 16,687
Change+8,288 (+50%)
Value$3.1M (+$1.1M)
Filed 2026-10-23
Stevens Capital Partners
DECREASED
Shares24,936 from 25,800
Change-864 (-3%)
Value$3.1M (-$850)
Filed 2026-10-29
Cooper Financial Group
DECREASED
Shares24,342 from 25,016
Change-674 (-3%)
Value$3.0M (+$19.3K)
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares23,894 from 57,027
Change-33,133 (-58%)
Value$2.9M (-$3.8M)
Filed 2026-10-21
Iowa State Bank
DECREASED
Shares23,854 from 23,878
Change-24 (0%)
Value$2.9M (+$94.7K)
Filed 2026-10-06
Golden State Wealth Management, LLC
DECREASED
Shares23,814 from 32,876
Change-9,062 (-28%)
Value$2.9M (-$981.0K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares23,389 from 20,771
Change+2,618 (+13%)
Value$2.9M (+$407.2K)
Filed 2026-10-08
Apollon Wealth Management, LLC
INCREASED
Shares23,102 from 21,185
Change+1,917 (+9%)
Value$2.8M (+$322.6K)
Filed 2026-10-23
Triton Wealth Management, Pllc
DECREASED
Shares22,972 from 23,225
Change-253 (-1%)
Value$2.7M (-$60.7K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares22,756 from 32,201
Change-9,445 (-29%)
Value$2.8M (-$1.0M)
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares22,584 from 22,544
Change+40 (+0%)
Value$2.8M (+$97.2K)
Filed 2026-10-28
Altfest L J & Co Inc
INCREASED
Shares22,426 from 21,734
Change+692 (+3%)
Value$2.8M (+$174.0K)
Filed 2026-10-27
Breachway Investments LLC
DECREASED
Shares22,376 from 27,391
Change-5,015 (-18%)
Value$2.8M (-$505.2K)
Filed 2026-10-19
Mitchell Sinkler & Starr
UNCHANGED
Shares22,040 from 22,040
Change0 (0%)
Value$2.7M (+$90.1K)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
DECREASED
Shares21,939 from 22,159
Change-220 (-1%)
Value$2.7M (+$63.5K)
Filed 2026-10-13
Mcdonald Partners LLC
DECREASED
Shares21,466 from 21,891
Change-425 (-2%)
Value$2.6M (+$37.2K)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares21,226 from 18,488
Change+2,738 (+15%)
Value$2.6M (+$400.2K)
Filed 2026-10-26
Aspetuck Financial Management LLC
DECREASED
Shares20,830 from 22,227
Change-1,397 (-6%)
Value$2.6M (-$81.0K)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares20,754 from 19,907
Change+847 (+4%)
Value$2.6M (+$185.7K)
Filed 2026-10-21
CWA Asset Management Group, LLC
DECREASED
Shares20,409 from 21,313
Change-904 (-4%)
Value$2.5M (-$24.1K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
DECREASED
Shares20,315 from 20,339
Change-24 (0%)
Value$2.5M (+$80.3K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares20,121 from 19,889
Change+232 (+1%)
Value$2.5M (+$109.9K)
Filed 2026-10-16
MKT Advisors LLC
DECREASED
Shares19,809 from 20,623
Change-814 (-4%)
Value$2.5M (+$41.5K)
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares19,532 from 6,607
Change+12,925 (+196%)
Value$2.4M (+$1.6M)
Filed 2026-10-14
Elevation Capital Advisory, LLC
DECREASED
Shares19,521 from 31,913
Change-12,392 (-39%)
Value$2.4M (-$1.4M)
Filed 2026-10-29
Signal Advisors Wealth, LLC
DECREASED
Shares19,260 from 21,991
Change-2,731 (-12%)
Value$2.4M (-$246.2K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares19,148 from 31,278
Change-12,130 (-39%)
Value$2.4M (-$1.4M)
Filed 2026-11-04
Optivise Advisory Services LLC
DECREASED
Shares18,818 from 18,967
Change-149 (-1%)
Value$2.3M (+$59.3K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
INCREASED
Shares18,807 from 16,971
Change+1,836 (+11%)
Value$2.3M (+$190.7K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
DECREASED
Shares18,640 from 18,692
Change-52 (0%)
Value$2.3M (+$70.0K)
Filed 2026-10-23
Idaho Trust Co
DECREASED
Shares18,350 from 24,852
Change-6,502 (-26%)
Value$2.3M (-$698.6K)
Filed 2026-11-04
Ring Mountain Capital, LLC
DECREASED
Shares18,333 from 18,518
Change-185 (-1%)
Value$2.3M (+$53.0K)
Filed 2026-10-13
Navigate Wealth Management, LLC
DECREASED
Shares18,271 from 20,424
Change-2,153 (-11%)
Value$2.3M (-$76.7K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$2.2M (+$74.4K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares17,979 from 17,838
Change+141 (+1%)
Value$2.2M (+$90.3K)
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares17,944 from 18,459
Change-515 (-3%)
Value$2.2M (+$12.1K)
Filed 2026-10-15
Foronjy Financial LLC
INCREASED
Shares17,906 from 15,509
Change+2,397 (+15%)
Value$2.2M (+$358.5K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares17,638 from 20,088
Change-2,450 (-12%)
Value$2.2M (-$219.4K)
Filed 2026-11-02
Bokf, NA
INCREASED
Shares17,577 from 12,560
Change+5,017 (+40%)
Value$2.2M (+$668.9K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares17,454 from 23,458
Change-6,004 (-26%)
Value$2.1M (-$605.9K)
Filed 2026-10-13
Fell Capital Management
INCREASED
Shares17,445 from 17,248
Change+197 (+1%)
Value$2.1M (+$94.8K)
Filed 2026-10-09
Third View Private Wealth, LLC
DECREASED
Shares17,370 from 18,606
Change-1,236 (-7%)
Value$2.1M (-$76.0K)
Filed 2026-10-30
Alliance Private Wealth, LLC
DECREASED
Shares17,350 from 21,022
Change-3,672 (-17%)
Value$2.1M (-$366.0K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares16,739 from 8,968
Change+7,771 (+87%)
Value$2.1M (+$993.2K)
Filed 2026-10-14
Bill Few Associates, Inc.
INCREASED
Shares16,697 from 15,808
Change+889 (+6%)
Value$2.1M (+$174.1K)
Filed 2026-10-09
Ignite Planners, LLC
INCREASED
Shares16,670 from 16,281
Change+389 (+2%)
Value$2.0M (+$105.1K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares16,643 from 16,464
Change+179 (+1%)
Value$2.0M (+$89.4K)
Filed 2026-10-27
Integrity Wealth Partners, LLC
NEW
Shares16,522
Change+16,522
Value$2.0M
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares16,517 from 16,517
Change0 (0%)
Value$2.0M (+$67.6K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares16,453 from 16,412
Change+41 (+0%)
Value$2.1M (+$129.6K)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares16,223 from 17,163
Change-940 (-5%)
Value$2.0M (-$45.5K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares16,170 from 12,209
Change+3,961 (+32%)
Value$2.0M (+$537.5K)
Filed 2026-10-29
Jericho Financial, LLP
DECREASED
Shares16,100 from 16,557
Change-457 (-3%)
Value$2.0M (+$11.5K)
Filed 2026-10-13
Wall Capital Group, Inc.
DECREASED
Shares16,059 from 16,268
Change-209 (-1%)
Value$2.0M (+$40.8K)
Filed 2026-10-14
Wealth Advisors Northwest LLC
DECREASED
Shares15,969 from 20,230
Change-4,261 (-21%)
Value$2.0M (-$441.7K)
Filed 2026-10-29
River Street Advisors LLC
INCREASED
Shares15,776 from 15,669
Change+107 (+1%)
Value$1.9M (+$77.3K)
Filed 2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares15,611 from 15,697
Change-86 (-1%)
Value$1.9M (+$53.7K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
DECREASED
Shares15,495 from 16,010
Change-515 (-3%)
Value$1.9M (+$2.1K)
Filed 2026-10-23
Eclectic Associates Inc
INCREASED
Shares15,286 from 15,122
Change+164 (+1%)
Value$1.9M (+$82.0K)
Filed 2026-10-09
Fidelity D & D Bancorp Inc
UNCHANGED
Shares15,263 from 15,263
Change0 (0%)
Value$1.9M (+$62.4K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares15,138 from 15,170
Change-32 (0%)
Value$1.9M (+$58.1K)
Filed 2026-10-20
HUB Investment Partners, LLC
DECREASED
Shares15,119 from 15,616
Change-497 (-3%)
Value$1.9M (+$2.7K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares15,032 from 15,032
Change0 (0%)
Value$1.9M (+$61.5K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares14,961 from 15,729
Change-768 (-5%)
Value$1.8M (-$45.6K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW
Shares14,948
Change+14,948
Value$1.8M
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares14,492 from 15,373
Change-881 (-6%)
Value$1.8M (-$45.6K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares14,454 from 14,833
Change-379 (-3%)
Value$1.8M (+$14.1K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
INCREASED
Shares14,273 from 10,048
Change+4,225 (+42%)
Value$1.8M (+$561.1K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares14,181 from 14,515
Change-334 (-2%)
Value$1.8M (+$56.1K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares14,132 from 14,184
Change-52 (0%)
Value$1.8M (+$81.5K)
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares13,916 from 15,370
Change-1,454 (-9%)
Value$1.7M (-$116.1K)
Filed 2026-10-02
Grant Private Wealth Management Inc
DECREASED
Shares13,506 from 14,206
Change-700 (-5%)
Value$1.7M (-$28.1K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares13,463 from 11,253
Change+2,210 (+20%)
Value$1.7M (+$313.3K)
Filed 2026-10-15
Thrive Capital Management, LLC
INCREASED
Shares13,325 from 13,104
Change+221 (+2%)
Value$1.6M (+$80.8K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares13,286 from 11,690
Change+1,596 (+14%)
Value$1.6M (+$244.3K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares12,996 from 15,920
Change-2,924 (-18%)
Value$1.6M (+$40.8K)
Filed 2026-10-13
Peck Wealth Management, LLC
DECREASED
Shares12,630 from 12,830
Change-200 (-2%)
Value$1.6M (+$27.9K)
Filed 2026-10-29
SFG Wealth Management, Llc.
DECREASED
Shares12,629 from 12,663
Change-34 (0%)
Value$1.6M (+$47.6K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares12,540 from 12,569
Change-29 (0%)
Value$1.5M (+$47.8K)
Filed 2026-10-30
MY Wealth Management Inc.
UNCHANGED
Shares12,460 from 12,460
Change0 (0%)
Value$1.5M (+$51.0K)
Filed 2026-10-21
Systelligence, LLC
DECREASED
Shares12,371 from 177,580
Change-165,209 (-93%)
Value$3.5M (-$17.6M)
Filed 2026-11-05
Sunesis Advisors, LLC
UNCHANGED
Shares12,221 from 12,221
Change0 (0%)
Value$1.5M (+$50.0K)
Filed 2026-10-26
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares12,122 from 12,122
Change0 (0%)
Value$1.5K (+$50)
Filed 2026-10-08
Verdence Capital Advisors LLC
INCREASED
Shares12,085 from 10,110
Change+1,975 (+20%)
Value$1.5M (+$284.5K)
Filed 2026-10-26
Sanchez Wealth Management Group
DECREASED
Shares12,058 from 103,824
Change-91,766 (-88%)
Value$1.5M (-$10.9M)
Filed 2026-11-02
CV Advisors LLC
UNCHANGED
Shares12,035 from 12,035
Change0 (0%)
Value$1.5M (+$49.2K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
DECREASED
Shares11,952 from 12,779
Change-827 (-6%)
Value$1.5M (-$49.5K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares11,858 from 25,618
Change-13,760 (-54%)
Value$1.5M (-$1.6M)
Filed 2026-11-05
Waldron Private Wealth LLC
UNCHANGED
Shares11,696 from 11,696
Change0 (0%)
Value$1.4M (+$47.8K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares11,564
Change+11,564
Value$1.4M
Filed 2026-10-29
RHS Financial, LLC
NEW
Shares11,520
Change+11,520
Value$1.4M
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares11,511 from 11,570
Change-59 (-1%)
Value$1.4M (+$40.1K)
Filed 2026-10-28
Newport Capital Group, LLC
NEW
Shares11,438
Change+11,438
Value$1.4M
Filed 2026-10-16
Quadcap Wealth Management, LLC
DECREASED
Shares11,287 from 11,596
Change-309 (-3%)
Value$1.4M (+$9.4K)
Filed 2026-11-02
Sherman Wealth Management LLC
INCREASED
Shares11,247 from 11,061
Change+186 (+2%)
Value$1.4M (+$68.1K)
Filed 2026-10-16
Advus Financial Partners, LLC
DECREASED
Shares11,158 from 11,277
Change-119 (-1%)
Value$1.4M (+$31.5K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares11,084 from 11,287
Change-203 (-2%)
Value$1.4M (+$21.2K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares11,070 from 12,293
Change-1,223 (-10%)
Value$1.4M (-$102.5K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
DECREASED
Shares11,005 from 11,007
Change-2 (0%)
Value$1.3M (-$28.5K)
Filed 2026-11-03
Bay Capital Advisors, LLC
DECREASED
Shares10,947 from 10,988
Change-41 (0%)
Value$1.3M (+$39.8K)
Filed 2026-10-16
Fiduciary Alliance LLC
DECREASED
Shares10,921 from 13,663
Change-2,742 (-20%)
Value$1.3M (-$281.6K)
Filed 2026-10-13
Centerpoint Advisors, LLC
DECREASED
Shares10,867 from 11,283
Change-416 (-4%)
Value$1.3K (-$1.3M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares10,758 from 3,689
Change+7,069 (+192%)
Value$1.3M (+$885.1K)
Filed 2026-10-28
Arcadia Wealth Management, LLC
DECREASED
Shares10,720 from 12,446
Change-1,726 (-14%)
Value$1.3M (-$161.5K)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares10,621 from 5,863
Change+4,758 (+81%)
Value$1.3M (+$609.6K)
Filed 2026-10-22
Lantz Financial LLC
UNCHANGED
Shares10,577 from 10,577
Change0 (0%)
Value$1.3M (+$43.3K)
Filed 2026-10-15
Global Financial Private Client, LLC
INCREASED
Shares10,557 from 9,440
Change+1,117 (+12%)
Value$1.3M (+$176.1K)
Filed 2026-10-15
Capital Management Associates, Inc
INCREASED
Shares10,488 from 10,233
Change+255 (+2%)
Value$1.3M (+$73.2K)
Filed 2026-10-20
GGM Financial LLC
INCREASED
Shares10,468 from 10,385
Change+83 (+1%)
Value$1.3M (+$52.6K)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED
Shares10,396 from 9,534
Change+862 (+9%)
Value$1.3M (+$145.1K)
Filed 2026-11-04
Redwood Financial Network Corp
INCREASED
Shares10,312 from 8,522
Change+1,790 (+21%)
Value$1.3M (+$255.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares10,312 from 10,303
Change+9 (+0%)
Value$1.3M (+$43.2K)
Filed 2026-10-07
TD Waterhouse Canada Inc.
INCREASED
Shares10,299 from 9,750
Change+549 (+6%)
Value$1.3M (+$116.7K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares10,209 from 9,767
Change+442 (+5%)
Value$1.3M (+$94.4K)
Filed 2026-10-14
Arlington Trust Co LLC
UNCHANGED
Shares10,166 from 10,166
Change0 (0%)
Value$1.3M (+$41.6K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares10,155 from 10,773
Change-618 (-6%)
Value$1.2M (-$32.0K)
Filed 2026-10-29
XML Financial, LLC
NEW
Shares10,147
Change+10,147
Value$1.2M
Filed 2026-10-29
FC Advisory LLC
DECREASED
Shares10,140 from 10,141
Change-1 (0%)
Value$1.2M (+$41.3K)
Filed 2026-10-05
Spire Wealth Management
DECREASED
Shares10,096 from 10,260
Change-164 (-2%)
Value$1.2M (+$21.8K)
Filed 2026-10-30
Virtue Capital Management, LLC
INCREASED
Shares10,074 from 5,316
Change+4,758 (+90%)
Value$1.2M (+$607.3K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares9,995 from 9,950
Change+45 (+0%)
Value$1.2M (+$46.3K)
Filed 2026-10-23
Wells Financial Advisors Inc
DECREASED
Shares9,980 from 11,977
Change-1,997 (-17%)
Value$1.2M (-$196.8K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,948 from 8,996
Change+952 (+11%)
Value$1.2M (+$153.9K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares9,939 from 9,631
Change+308 (+3%)
Value$1.2M (+$77.3K)
Filed 2026-10-19
John W. Brooker & Co., CPAs
DECREASED
Shares9,906 from 10,149
Change-243 (-2%)
Value$1.2M (+$11.6K)
Filed 2026-10-21
Tucker Asset Management LLC
DECREASED
Shares9,858 from 9,907
Change-49 (0%)
Value$1.2M (+$34.5K)
Filed 2026-10-29
Fortitude Family Office, LLC
INCREASED
Shares9,800 from 7,000
Change+2,800 (+40%)
Value$1.2M (+$373.3K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares9,747 from 9,549
Change+198 (+2%)
Value$1.2M (+$63.4K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares9,650 from 9,726
Change-76 (-1%)
Value$1.2M (+$30.4K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares9,510 from 9,481
Change+29 (+0%)
Value$1.2M (+$42.3K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares9,490 from 10,304
Change-814 (-8%)
Value$1.2M (-$58.0K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares9,438 from 10,180
Change-742 (-7%)
Value$1.2M (-$49.7K)
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares9,424 from 8,209
Change+1,215 (+15%)
Value$1.2M (+$183.1K)
Filed 2026-10-22
Bensler, LLC
INCREASED
Shares9,377 from 9,375
Change+2 (+0%)
Value$1.2M (+$38.6K)
Filed 2026-11-05
Altman Advisors, Inc.
DECREASED
Shares9,331 from 100,703
Change-91,372 (-91%)
Value$1.1M (-$150.1K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED
Shares9,315 from 10,179
Change-864 (-8%)
Value$1.1M (-$64.8K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares9,299 from 11,080
Change-1,781 (-16%)
Value$1.2M (-$131.0K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares9,281 from 9,594
Change-313 (-3%)
Value$1.1M (+$784)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares9,281 from 9,320
Change-39 (0%)
Value$1.1M (+$33.3K)
Filed 2026-11-04
Swmg, LLC
NEW
Shares9,246
Change+9,246
Value$1.1M
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares9,097 from 1,777
Change+7,320 (+412%)
Value$1.1M (+$908.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares9,028 from 9,598
Change-570 (-6%)
Value$1.1M (-$30.9K)
Filed 2026-10-09
Dahring | Cusmano LLC
INCREASED
Shares8,895 from 8,381
Change+514 (+6%)
Value$1.1M (+$97.7K)
Filed 2026-11-03
Orin Green Financial, LLC
UNCHANGED
Shares8,861 from 8,861
Change0 (0%)
Value$1.1M (+$36.2K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares8,813 from 12,575
Change-3,762 (-30%)
Value$1.1K (-$1.5M)
Filed 2026-10-22
Uptick Partners, LLC
DECREASED
Shares8,758 from 9,394
Change-636 (-7%)
Value$1.1M (-$39.9K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares8,755 from 8,438
Change+317 (+4%)
Value$1.1M (+$73.6K)
Filed 2026-10-30
Accredited Investors Inc.
INCREASED
Shares8,710 from 8,697
Change+13 (+0%)
Value$1.1M (+$37.2K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares8,631 from 8,319
Change+312 (+4%)
Value$1.1M (+$72.5K)
Filed 2026-11-02
Solutions 4 Wealth, Ltd
INCREASED
Shares8,588 from 6,915
Change+1,673 (+24%)
Value$1.1M (+$234.1K)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares8,439 from 8,388
Change+51 (+1%)
Value$1.0M (+$40.6K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED
Shares8,369 from 8,262
Change+107 (+1%)
Value$1.0M (+$47.0K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
INCREASED
Shares8,204 from 8,195
Change+9 (+0%)
Value$1.0M (+$34.7K)
Filed 2026-10-26
Willner & Heller, LLC
INCREASED
Shares8,092 from 8,084
Change+8 (+0%)
Value$996.0K (+$34.1K)
Filed 2026-10-28
King Luther Capital Management Corp
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$984.6K (+$32.7K)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares7,905 from 6,605
Change+1,300 (+20%)
Value$973.0K (+$187.0K)
Filed 2026-10-21
NWF Advisory Services Inc.
INCREASED
Shares7,770 from 5,563
Change+2,207 (+40%)
Value$956.3K (+$294.4K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares7,585 from 6,959
Change+626 (+9%)
Value$933.6K (+$105.5K)
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares7,563 from 8,383
Change-820 (-10%)
Value$950.9K (-$44.3K)
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED
Shares7,404 from 7,530
Change-126 (-2%)
Value$930.9K (+$34.9K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares7,392 from 3,047
Change+4,345 (+143%)
Value$909.9K (+$547.3K)
Filed 2026-11-03
4Wealth Advisors, Inc.
INCREASED
Shares7,317 from 7,165
Change+152 (+2%)
Value$901.4K (+$60.2K)
Filed 2026-10-13
Flagship Private Wealth, LLC
DECREASED
Shares7,280 from 7,301
Change-21 (0%)
Value$896.0K (+$27.3K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares7,257 from 7,354
Change-97 (-1%)
Value$893.2K (+$18.1K)
Filed 2026-10-26
Wallington Asset Management, LLC
DECREASED
Shares7,230 from 7,290
Change-60 (-1%)
Value$889.9K (+$22.4K)
Filed 2026-11-04
Principle Wealth Partners LLC
UNCHANGED
Shares7,201 from 7,201
Change0 (0%)
Value$886.3K (+$29.5K)
Filed 2026-11-02
Greenleaf Trust
INCREASED
Shares7,160 from 6,592
Change+568 (+9%)
Value$881.3K (+$96.9K)
Filed 2026-10-29
McClarren Financial Advisors, Inc.
INCREASED
Shares7,117 from 7,111
Change+6 (+0%)
Value$876.0K (+$29.9K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares7,095 from 8,745
Change-1,650 (-19%)
Value$873.3K (-$167.3K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
DECREASED
Shares7,043 from 7,097
Change-54 (-1%)
Value$866.9K (+$22.4K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares7,031 from 6,664
Change+367 (+6%)
Value$865.4K (+$72.5K)
Filed 2026-10-22
Diversified Enterprises, LLC
UNCHANGED
Shares6,987 from 6,987
Change0 (0%)
Value$860.0K (+$28.7K)
Filed 2026-10-19
Sightline Wealth Advisors, LLC
DECREASED
Shares6,810 from 59,201
Change-52,391 (-88%)
Value$838.2K (-$6.2M)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares6,748 from 5,989
Change+759 (+13%)
Value$830.6K (+$118.0K)
Filed 2026-11-03
626 Financial, LLC
DECREASED
Shares6,709 from 7,424
Change-715 (-10%)
Value$825.7K (-$57.6K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares6,683 from 6,698
Change-15 (0%)
Value$822.5K (+$25.5K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares6,676 from 6,667
Change+9 (+0%)
Value$821.7K (+$28.4K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares6,520 from 6,507
Change+13 (+0%)
Value$802.5K (+$28.3K)
Filed 2026-10-14
Core Wealth Advisors, LLC
DECREASED
Shares6,466 from 6,944
Change-478 (-7%)
Value$795.8K (-$30.5K)
Filed 2026-11-05
Selby Wealth Management, LLC
UNCHANGED
Shares6,443 from 6,443
Change0 (0%)
Value$793.0K (+$26.4K)
Filed 2026-10-16
Tandem Capital Management Corp
INCREASED
Shares6,415 from 6,365
Change+50 (+1%)
Value$789.6K (+$32.2K)
Filed 2026-10-22
Valtinson Bruner Financial Planning LLC
INCREASED
Shares6,280 from 5,493
Change+787 (+14%)
Value$772.9K (+$119.3K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares6,250 from 5,496
Change+754 (+14%)
Value$769.3K (+$115.3K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares6,222 from 6,029
Change+193 (+3%)
Value$765.8K (+$48.4K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares6,219 from 2,424
Change+3,795 (+157%)
Value$765.4K (+$477.0K)
Filed 2026-11-04
Cassilly Financial Group LLC
INCREASED
Shares6,148 from 5,980
Change+168 (+3%)
Value$756.7K (+$45.1K)
Filed 2026-10-07
Aprio Wealth Management, LLC
INCREASED
Shares6,093 from 5,728
Change+365 (+6%)
Value$749.9K (+$68.4K)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares6,018 from 6,011
Change+7 (+0%)
Value$740.7K (+$25.5K)
Filed 2026-10-26
Black Diamond Financial, LLC
DECREASED
Shares5,922 from 6,022
Change-100 (-2%)
Value$728.9K (+$12.3K)
Filed 2026-10-26
Innovative Wealth Building LLC
INCREASED
Shares5,904 from 5,401
Change+503 (+9%)
Value$726.6K (+$84.0K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares5,899 from 7,162
Change-1,263 (-18%)
Value$726.0K (-$126.2K)
Filed 2026-10-20
Crescent Sterling, Ltd.
DECREASED
Shares5,850 from 6,207
Change-357 (-6%)
Value$720.0K (-$18.6K)
Filed 2026-10-16
Go Invest LLC
INCREASED
Shares5,836 from 5,751
Change+85 (+1%)
Value$718.3K (+$33.9K)
Filed 2026-10-09
Perryman Financial Advisory Inc
INCREASED
Shares5,831 from 5,785
Change+46 (+1%)
Value$717.7K (+$29.3K)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares5,742 from 6,006
Change-264 (-4%)
Value$706.8K (-$7.9K)
Filed 2026-10-26
Kroeger Financial Partners
UNCHANGED
Shares5,675 from 5,675
Change0 (0%)
Value$698.5K (+$23.2K)
Filed 2026-10-19
SteelPeak Wealth, LLC
DECREASED
Shares5,668 from 5,845
Change-177 (-3%)
Value$697.6K (+$2.1K)
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares5,655 from 5,682
Change-27 (0%)
Value$696.0K (+$19.9K)
Filed 2026-10-14
Hiley Hunt Wealth Management
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$686.4K (+$22.9K)
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares5,573 from 5,573
Change0 (0%)
Value$663.2K ($0)
Filed 2026-10-26
Clark Asset Management, LLC
INCREASED
Shares5,525 from 5,524
Change+1 (+0%)
Value$680.0K (+$22.6K)
Filed 2026-10-19
Fox Financial, Inc
UNCHANGED
Shares5,516 from 5,516
Change0 (0%)
Value$678.8K (+$22.6K)
Filed 2026-10-29
Pettinga Financial Advisors LLC
NEW
Shares5,475
Change+5,475
Value$673.9K
Filed 2026-10-13
Jacobi Capital Management LLC
UNCHANGED
Shares5,426 from 5,426
Change0 (0%)
Value$667.8K (+$22.2K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares5,422 from 5,094
Change+328 (+6%)
Value$676.3K (+$65.1K)
Filed 2026-10-09
Valpey Financial Services, LLC
INCREASED
Shares5,383 from 5,367
Change+16 (+0%)
Value$662.6K (+$24.0K)
Filed 2026-10-30
Sound Income Strategies, LLC
INCREASED
Shares5,324 from 5,289
Change+35 (+1%)
Value$664.1K (+$34.7K)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$654.8K (+$21.8K)
Filed 2026-10-26
Realta Investment Advisors
INCREASED
Shares5,196 from 4,735
Change+461 (+10%)
Value$639.5K (+$76.1K)
Filed 2026-10-14
Beacon Bank & Trust
DECREASED
Shares5,182 from 5,694
Change-512 (-9%)
Value$637.8K (-$39.7K)
Filed 2026-10-27
Pinion Investment Advisors, LLC
DECREASED
Shares5,170 from 6,872
Change-1,702 (-25%)
Value$636.3K (-$181.4K)
Filed 2026-11-04
Linscomb Wealth, Inc.
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$634.7K (+$21.1K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares5,129 from 5,134
Change-5 (0%)
Value$631.3K (+$20.4K)
Filed 2026-10-27
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares5,117 from 5,117
Change0 (0%)
Value$629.8K (+$20.9K)
Filed 2026-10-19
Ebert Capital Management Inc.
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$624.6K (+$20.8K)
Filed 2026-10-08
Mlp3, LLC
INCREASED
Shares5,070 from 3,789
Change+1,281 (+34%)
Value$624.1K (+$173.2K)
Filed 2026-10-22
Somerset Trust Co
DECREASED
Shares5,068 from 5,107
Change-39 (-1%)
Value$623.8K (+$16.1K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
DECREASED
Shares4,984 from 5,092
Change-108 (-2%)
Value$613.5K (+$7.6K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,982 from 3,800
Change+1,182 (+31%)
Value$613.1K (+$161.0K)
Filed 2026-10-13
TCP Asset Management, LLC
DECREASED
Shares4,902 from 4,952
Change-50 (-1%)
Value$610.9K (+$21.6K)
Filed 2026-10-14
Fusion Capital, LLC
DECREASED
Shares4,880 from 4,901
Change-21 (0%)
Value$600.7K (+$17.6K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
DECREASED
Shares4,821 from 4,857
Change-36 (-1%)
Value$593.4K (+$15.4K)
Filed 2026-11-04
Arrow Financial Corp
UNCHANGED
Shares4,792 from 4,792
Change0 (0%)
Value$589.8K (+$19.6K)
Filed 2026-10-26
Americana Partners, LLC
UNCHANGED
Shares4,765 from 4,765
Change0 (0%)
Value$586.5K (+$19.5K)
Filed 2026-10-28
FWG Investments, Llc.
INCREASED
Shares4,752 from 4,451
Change+301 (+7%)
Value$584.8K (+$55.2K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
INCREASED
Shares4,749 from 4,746
Change+3 (+0%)
Value$584.5K (+$19.8K)
Filed 2026-10-23
Silverlake Wealth Management LLC
DECREASED
Shares4,731 from 4,913
Change-182 (-4%)
Value$582.2K (-$2.4K)
Filed 2026-10-21
Juncture Wealth Strategies, LLC
DECREASED
Shares4,720 from 5,166
Change-446 (-9%)
Value$580.9K (-$33.8K)
Filed 2026-10-06
Liberty Atlantic Advisors LLC
INCREASED
Shares4,669 from 4,562
Change+107 (+2%)
Value$574.7K (+$31.8K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares4,616 from 4,536
Change+80 (+2%)
Value$568.2K (+$28.5K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED
Shares4,603 from 5,056
Change-453 (-9%)
Value$566.5K (-$35.2K)
Filed 2026-10-16
Tactive Advisors, LLC
UNCHANGED
Shares4,601 from 4,601
Change0 (0%)
Value$566.3K (+$18.8K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares4,590 from 2,353
Change+2,237 (+95%)
Value$564.9K (+$285.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares4,566 from 4,810
Change-244 (-5%)
Value$562.0K (-$10.4K)
Filed 2026-10-13
Sage Mountain Advisors LLC
DECREASED
Shares4,503 from 4,504
Change-1 (0%)
Value$554.2K (+$18.3K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares4,490 from 2,398
Change+2,092 (+87%)
Value$552.6K (+$267.3K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares4,428
Change+4,428
Value$545.0K
Filed 2026-10-26
Stiles Financial Services Inc
DECREASED
Shares4,411 from 4,688
Change-277 (-6%)
Value$542.9K (-$14.9K)
Filed 2026-10-30
RMR Wealth Builders
INCREASED
Shares4,395 from 4,357
Change+38 (+1%)
Value$540.9K (+$22.5K)
Filed 2026-10-22
Waterway Wealth Management, LLC
UNCHANGED
Shares4,318 from 4,318
Change0 (0%)
Value$531.5K (+$17.7K)
Filed 2026-10-28
rebel Financial LLC
DECREASED
Shares4,300 from 14,211
Change-9,911 (-70%)
Value$529.2K (-$1.2M)
Filed 2026-11-04
Copper Harbor Investment Advisors, LLC
INCREASED
Shares4,229 from 4,225
Change+4 (+0%)
Value$520.5K (+$17.8K)
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares4,227 from 4,374
Change-147 (-3%)
Value$520.3K (-$200)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares4,224 from 4,140
Change+84 (+2%)
Value$519.9K (+$27.3K)
Filed 2026-11-03
Stegent Equity Advisors, Inc.
DECREASED
Shares4,197 from 5,271
Change-1,074 (-20%)
Value$516.6K (-$110.6K)
Filed 2026-10-13
Rockline Wealth Management, LLC
INCREASED
Shares4,177 from 4,076
Change+101 (+2%)
Value$514.1K (+$29.1K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
INCREASED
Shares4,142 from 4,092
Change+50 (+1%)
Value$509.7K (+$39.4K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,128 from 4,342
Change-214 (-5%)
Value$508.1K (-$8.6K)
Filed 2026-10-19
WJ Wealth Management, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$505.5K (+$16.8K)
Filed 2026-11-03
Sharkey, Howes & Javer
DECREASED
Shares4,104 from 4,189
Change-85 (-2%)
Value$505.1K (+$6.7K)
Filed 2026-10-22
Accel Wealth Management
UNCHANGED
Shares4,104 from 4,104
Change0 (0%)
Value$505.1K (+$16.8K)
Filed 2026-10-13
Dutch Asset Corp
INCREASED
Shares4,091 from 3,925
Change+166 (+4%)
Value$503.5K (+$36.5K)
Filed 2026-10-20
DWR Wealth Management, LLC
NEW
Shares4,088
Change+4,088
Value$503.6K
Filed 2026-10-13
Sonata Capital Group Inc
UNCHANGED
Shares4,055 from 4,055
Change0 (0%)
Value$499.1K (+$16.6K)
Filed 2026-10-19
Old Mission Investment Co LLC
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$496.9K (+$16.5K)
Filed 2026-10-22
Eagle Global Advisors LLC
UNCHANGED
Shares4,010 from 4,010
Change0 (0%)
Value$493.6K (+$16.4K)
Filed 2026-11-02
Delta Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$492 (+$16)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,987 from 3,656
Change+331 (+9%)
Value$490.7K (+$55.7K)
Filed 2026-10-26
ETF Store, Inc.
INCREASED
Shares3,975 from 3,972
Change+3 (+0%)
Value$489.2K (+$16.6K)
Filed 2026-10-19
LifeGoal Investments, LLC
DECREASED
Shares3,953 from 3,954
Change-1 (0%)
Value$486.5K (+$16.1K)
Filed 2026-10-09
SmartHarvest Portfolios, LLC
DECREASED
Shares3,951 from 5,808
Change-1,857 (-32%)
Value$486.3K (-$204.8K)
Filed 2026-10-26
Elser Financial Planning, Inc
INCREASED
Shares3,933 from 1,462
Change+2,471 (+169%)
Value$3.0M (+$1.9M)
Filed 2026-10-16
United Community Bank
INCREASED
Shares3,858 from 3,500
Change+358 (+10%)
Value$474.8K (+$58.4K)
Filed 2026-10-28
Kelly Financial Services LLC
INCREASED
Shares3,786 from 3,483
Change+303 (+9%)
Value$466.0K (+$51.6K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
INCREASED
Shares3,783 from 3,365
Change+418 (+12%)
Value$465.6K (+$65.2K)
Filed 2026-10-26
LVW Advisors, LLC
DECREASED
Shares3,737 from 4,104
Change-367 (-9%)
Value$460.0K (-$28.4K)
Filed 2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares3,709 from 6,489
Change-2,780 (-43%)
Value$456.5K (-$315.6K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,700 from 3,980
Change-280 (-7%)
Value$455.4K (-$18.2K)
Filed 2026-10-23
Crown Wealth Group, LLC
INCREASED
Shares3,675 from 3,589
Change+86 (+2%)
Value$452.3K (+$25.3K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,668 from 3,481
Change+187 (+5%)
Value$451.5K (+$37.3K)
Filed 2026-10-27
Smart Wealth LLC
INCREASED
Shares3,631 from 3,392
Change+239 (+7%)
Value$446.9K (+$43.2K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,594 from 3,589
Change+5 (+0%)
Value$442.3K (+$15.1K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares3,582 from 3,438
Change+144 (+4%)
Value$440.9K (+$31.8K)
Filed 2026-11-05
Ejmk Ventures LLC
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$440.9K (+$14.7K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,571 from 3,040
Change+531 (+17%)
Value$439.5K (+$77.8K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares3,569
Change+3,569
Value$425
Filed 2026-11-03
Trinity Wealth Management, LLC
INCREASED
Shares3,511 from 3,359
Change+152 (+5%)
Value$432.1K (+$32.4K)
Filed 2026-10-13
PDS Planning, Inc
NEW
Shares3,477
Change+3,477
Value$427.9K
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares3,468 from 3,637
Change-169 (-5%)
Value$432.1K (+$9.4K)
Filed 2026-10-09
Gilpin Wealth Management, LLC
INCREASED
Shares3,460 from 3,355
Change+105 (+3%)
Value$425.9K (+$26.6K)
Filed 2026-10-09
KPP Advisory Services LLC
DECREASED
Shares3,415 from 3,547
Change-132 (-4%)
Value$420.3K (-$1.7K)
Filed 2026-10-26
Able Financial Group, LLC
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$420.1K (+$14.0K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,400 from 3,349
Change+51 (+2%)
Value$418.5K (+$20.0K)
Filed 2026-10-19
Snider Financial Group
INCREASED
Shares3,382 from 3,289
Change+93 (+3%)
Value$416.2K (+$24.9K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares3,374 from 6,158
Change-2,784 (-45%)
Value$415.3K (-$317.4K)
Filed 2026-11-04
Inspire Trust Co, N.A.
UNCHANGED
Shares3,367 from 3,367
Change0 (0%)
Value$414.4K (+$13.8K)
Filed 2026-11-05
Aegis Wealth Management, Inc.
INCREASED
Shares3,359 from 3,137
Change+222 (+7%)
Value$413.4K (+$40.2K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares3,352 from 3,337
Change+15 (+0%)
Value$412.5K (+$15.4K)
Filed 2026-10-27
Sepio Capital, LP
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$412.3K (+$13.7K)
Filed 2026-10-22
Evanson Financial, LLC
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$411.8K (+$13.7K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares3,323 from 3,990
Change-667 (-17%)
Value$397.3K (-$58.4K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares3,323 from 2,856
Change+467 (+16%)
Value$409.0K (+$69.1K)
Filed 2026-10-28
Centurion Wealth Management LLC
DECREASED
Shares3,313 from 7,990
Change-4,677 (-59%)
Value$407.8K (-$542.9K)
Filed 2026-10-13
Mustard Seed Financial, LLC
DECREASED
Shares3,263 from 3,539
Change-276 (-8%)
Value$401.6K (-$19.5K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
INCREASED
Shares3,260 from 2,963
Change+297 (+10%)
Value$401.3K (+$48.8K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
NEW
Shares3,256
Change+3,256
Value$406.1K
Filed 2026-10-13
Key Capital Management, Inc
INCREASED
Shares3,234 from 3,230
Change+4 (+0%)
Value$398.0K (+$13.7K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares3,197 from 3,245
Change-48 (-1%)
Value$393.5K (+$7.4K)
Filed 2026-11-04
Orange Investment Advisors, Inc.
DECREASED
Shares3,195 from 3,881
Change-686 (-18%)
Value$393.2K (-$68.6K)
Filed 2026-10-23
New Covenant Trust Company, N.A.
DECREASED
Shares3,171 from 3,869
Change-698 (-18%)
Value$390.3K (-$70.1K)
Filed 2026-10-08
Vima LLC
UNCHANGED
Shares3,147 from 3,147
Change0 (0%)
Value$387.3K (+$12.9K)
Filed 2026-10-23
Ironwood Financial, llc
DECREASED
Shares3,142 from 3,165
Change-23 (-1%)
Value$386.7K (+$12.9K)
Filed 2026-10-20
Langley Wealth Management, LLC
DECREASED
Shares3,134 from 3,138
Change-4 (0%)
Value$385.7K (+$12.3K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares3,132
Change+3,132
Value$385.5K
Filed 2026-11-03
Financial Security Advisor, Inc.
INCREASED
Shares3,075 from 3,072
Change+3 (+0%)
Value$378.5K (+$13.0K)
Filed 2026-11-03
Matrix Asset Advisors Inc
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$375.0K (+$12.5K)
Filed 2026-10-13
Simon Quick Advisors, LLC
UNCHANGED
Shares3,044 from 3,044
Change0 (0%)
Value$374.7K (+$12.5K)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares3,039 from 2,024
Change+1,015 (+50%)
Value$374.0K (+$133.2K)
Filed 2026-10-22
KCM Investment Advisors LLC
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$372.7K (+$12.4K)
Filed 2026-10-27
NovaPoint Capital, LLC
INCREASED
Shares2,996 from 2,937
Change+59 (+2%)
Value$368.7K (+$19.3K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED
Shares2,993 from 2,969
Change+24 (+1%)
Value$368.4K (+$15.0K)
Filed 2026-11-03
Accurate Wealth Management, LLC
DECREASED
Shares2,957 from 3,371
Change-414 (-12%)
Value$370.4K (-$33.6K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
DECREASED
Shares2,949 from 2,996
Change-47 (-2%)
Value$363.1K (+$6.5K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares2,936 from 2,933
Change+3 (+0%)
Value$361.4K (+$12.4K)
Filed 2026-11-02
Plimoth Trust Co LLC
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$358.3K (+$11.9K)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares2,894 from 2,887
Change+7 (+0%)
Value$356.1K (+$12.6K)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares2,877 from 2,353
Change+524 (+22%)
Value$354.1K (+$74.2K)
Filed 2026-10-23
Post Resch Tallon Group Inc.
DECREASED
Shares2,874 from 2,974
Change-100 (-3%)
Value$353.7K (-$144)
Filed 2026-10-09
Diversified Management Inc
DECREASED
Shares2,867 from 5,230
Change-2,363 (-45%)
Value$352.9K (-$269.4K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares2,818 from 2,821
Change-3 (0%)
Value$346.8K (+$11.1K)
Filed 2026-10-30
Cutler Investment Counsel LLC
INCREASED
Shares2,815 from 2,757
Change+58 (+2%)
Value$346.5K (+$18.4K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$345.9K (+$11.5K)
Filed 2026-10-13
Retirement Solution LLC
INCREASED
Shares2,795 from 2,791
Change+4 (+0%)
Value$344.0K (+$11.8K)
Filed 2026-10-27
Gemmer Asset Management LLC
INCREASED
Shares2,793 from 2,187
Change+606 (+28%)
Value$343.8K (+$83.6K)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$342.8K (+$11.4K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$341.8K (+$11.4K)
Filed 2026-10-13
Sage Rhino Capital LLC
UNCHANGED
Shares2,771 from 2,771
Change0 (0%)
Value$341.1K (+$11.3K)
Filed 2026-10-28
Capital Investment Counsel, LLC
NEW
Shares2,750
Change+2,750
Value$338.5K
Filed 2026-10-14
Infinity Wealth Counsel, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$338.5K (+$11.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares2,746 from 1,939
Change+807 (+42%)
Value$338.8K (+$109.2K)
Filed 2026-11-02
RS Crum Inc.
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$335.2K (+$11.2K)
Filed 2026-10-19
Hibernia Wealth Partners, LLC
DECREASED
Shares2,721 from 2,824
Change-103 (-4%)
Value$334.9K (-$1.1K)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares2,715 from 2,298
Change+417 (+18%)
Value$334.1K (+$60.6K)
Filed 2026-11-03
Wealth Architects, LLC
NEW
Shares2,711
Change+2,711
Value$333.7K
Filed 2026-11-03
Manske Wealth Management
DECREASED
Shares2,701 from 2,802
Change-101 (-4%)
Value$332.4K (-$971)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$332.3K (+$11.0K)
Filed 2026-10-05
Fairvoy Private Wealth, LLC
DECREASED
Shares2,694 from 2,709
Change-15 (-1%)
Value$331.6K (+$9.2K)
Filed 2026-10-19
Gamma Investing LLC
UNCHANGED
Shares2,694 from 2,694
Change0 (0%)
Value$331.6K (+$11.0K)
Filed 2026-10-08
Maltin Wealth Management, Inc.
INCREASED
Shares2,670 from 2,667
Change+3 (+0%)
Value$328.7K (+$11.3K)
Filed 2026-10-13
Brian LOW Financial Group, LLC
DECREASED
Shares2,668 from 3,843
Change-1,175 (-31%)
Value$328.4K (-$128.8K)
Filed 2026-10-28
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$327.8K (+$10.9K)
Filed 2026-10-19
First Citizens Financial Corp
INCREASED
Shares2,635 from 2,571
Change+64 (+2%)
Value$324.3K (+$18.4K)
Filed 2026-10-02
White Lighthouse Investment Management Inc.
INCREASED
Shares2,612 from 2,610
Change+2 (+0%)
Value$321.5K (+$10.9K)
Filed 2026-10-21
Fusion Family Wealth, LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$321.1K (+$10.7K)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares2,604 from 5,423
Change-2,819 (-52%)
Value$320.5K (-$324.8K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares2,603 from 2,983
Change-380 (-13%)
Value$320.4K (-$34.6K)
Filed 2026-10-13
Phillips Financial Management, LLC
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$312.7K (+$10.4K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares2,531 from 2,220
Change+311 (+14%)
Value$311.5K (+$47.4K)
Filed 2026-10-20
Ballast, Inc.
DECREASED
Shares2,530 from 3,086
Change-556 (-18%)
Value$311.4K (-$55.8K)
Filed 2026-10-20
ATX Financial Planning, LLC
DECREASED
Shares2,514 from 2,844
Change-330 (-12%)
Value$309.4K (-$29.0K)
Filed 2026-10-14
Serenity Investment Advisors
UNCHANGED
Shares2,501 from 2,501
Change0 (0%)
Value$307.8K (+$8.2K)
Filed 2026-10-30
POM Investment Strategies, LLC
DECREASED
Shares2,469 from 3,901
Change-1,432 (-37%)
Value$303.8K (-$160.3K)
Filed 2026-10-20
Fischer Financial Services, Inc.
DECREASED
Shares2,466 from 3,460
Change-994 (-29%)
Value$303.5K (-$108.2K)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,444 from 2,459
Change-15 (-1%)
Value$300.8K (+$8.2K)
Filed 2026-11-04
Wesbanco Bank Inc
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$264.2K ($0)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$298.9K (+$9.9K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares2,421 from 2,196
Change+225 (+10%)
Value$298.0K (+$36.6K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares2,346
Change+2,346
Value$288.7K
Filed 2026-10-28
Sherman Asset Management, Inc.
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$288.5K (+$9.6K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
NEW
Shares2,334
Change+2,334
Value$287.3K
Filed 2026-11-02
Calamos Advisors LLC
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$286.3K (+$9.5K)
Filed 2026-11-02
Carroll Advisory Group, LLC
INCREASED
Shares2,306 from 2,304
Change+2 (+0%)
Value$283.9K (+$9.7K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
INCREASED
Shares2,294 from 2,292
Change+2 (+0%)
Value$282.3K (+$10.9K)
Filed 2026-10-09
MW Advisory, LLC
DECREASED
Shares2,291 from 5,122
Change-2,831 (-55%)
Value$281.9K (-$327.5K)
Filed 2026-10-19
Xcel Wealth Management, LLC
INCREASED
Shares2,270 from 2,209
Change+61 (+3%)
Value$279.3K (+$16.6K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares2,242 from 2,062
Change+180 (+9%)
Value$275.9K (+$30.5K)
Filed 2026-10-26
Castleview Partners, LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$272.7K (+$9.1K)
Filed 2026-10-09
MFA Wealth Services
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$270.1K (+$9.0K)
Filed 2026-10-14
Roman Butler Fullerton & Co
INCREASED
Shares2,177 from 2,175
Change+2 (+0%)
Value$264.2K (+$7.3K)
Filed 2026-10-27
Trueblood Wealth Management, LLC
DECREASED
Shares2,176 from 2,207
Change-31 (-1%)
Value$267.8K (+$5.2K)
Filed 2026-10-23
1900 Wealth Management LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$266.8K (+$8.9K)
Filed 2026-10-13
Colonial River Investments, LLC
INCREASED
Shares2,166 from 1,935
Change+231 (+12%)
Value$266.6K (+$36.3K)
Filed 2026-10-19
Northbridge Financial Group, LLC
DECREASED
Shares2,159 from 2,183
Change-24 (-1%)
Value$273.2K (+$13.4K)
Filed 2026-11-05
Altiora Financial Group, LLC
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$265.6K (+$8.8K)
Filed 2026-11-04
waypoint wealth counsel
DECREASED
Shares2,157 from 2,177
Change-20 (-1%)
Value$265.5K (+$6.4K)
Filed 2026-10-22
ARQ Wealth Advisors, LLC
DECREASED
Shares2,152 from 2,469
Change-317 (-13%)
Value$264.9K (-$25.7K)
Filed 2026-10-29
Gradient Investments LLC
NEW
Shares2,114
Change+2,114
Value$260.2K
Filed 2026-10-08
Rockland Trust Co
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$258.5K (+$8.6K)
Filed 2026-10-05
Grantvest Financial Group LLC
DECREASED
Shares2,096 from 2,703
Change-607 (-22%)
Value$257.9K (-$63.6K)
Filed 2026-10-21
Heritage Investors Management Corp
INCREASED
Shares2,087 from 1,932
Change+155 (+8%)
Value$257 (-$229.7K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,071 from 2,481
Change-410 (-17%)
Value$258.3K (-$32.8K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$251.9K (+$8.4K)
Filed 2026-10-21
Parisi Gray Wealth Management
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$251.6K (+$8.4K)
Filed 2026-10-16
Costello Asset Management, Inc
DECREASED
Shares2,042 from 3,632
Change-1,590 (-44%)
Value$251.3K (-$180.8K)
Filed 2026-10-30
Allstreet Capital Advisors LLC
UNCHANGED
Shares2,027 from 2,027
Change0 (0%)
Value$249.5K (+$8.3K)
Filed 2026-11-04
Carolina Wealth Management Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$246.2K (+$8.2K)
Filed 2026-10-29
Bullock Wealth Management Group
INCREASED
Shares1,984 from 1,983
Change+1 (+0%)
Value$244.8K (+$9.9K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$244.1K (+$8.1K)
Filed 2026-10-16
Independence Bank of Kentucky
DECREASED
Shares1,975 from 2,075
Change-100 (-5%)
Value$243.1K (-$3.8K)
Filed 2026-10-26
PUREfi Wealth, LLC
DECREASED
Shares1,972 from 2,082
Change-110 (-5%)
Value$242.7K (-$5.0K)
Filed 2026-10-19
Balboa Wealth Partners
INCREASED
Shares1,963 from 1,960
Change+3 (+0%)
Value$241.6K (+$8.4K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$240.3K (+$8.0K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares1,951 from 1,885
Change+66 (+4%)
Value$240.2K (+$15.9K)
Filed 2026-10-28
Sapient Capital LLC
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$239.1K (+$7.9K)
Filed 2026-10-08
Worth Asset Management, LLC
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$237.5K (+$7.9K)
Filed 2026-10-07
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,929 from 2,666
Change-737 (-28%)
Value$237.4K (-$79.8K)
Filed 2026-10-26
CPC Advisors, LLC
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$236.4K (+$7.9K)
Filed 2026-10-21
Novem Group
DECREASED
Shares1,920 from 2,579
Change-659 (-26%)
Value$236.3K (-$70.6K)
Filed 2026-10-19
Traynor Capital Management, Inc.
INCREASED
Shares1,916 from 1,795
Change+121 (+7%)
Value$235.9K (+$22.2K)
Filed 2026-10-29
Heffernan Advisory, Inc
NEW
Shares1,900
Change+1,900
Value$233.9K
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$232.5K (+$7.7K)
Filed 2026-11-04
Ballast Financial Advisors LLC
INCREASED
Shares1,881 from 1,780
Change+101 (+6%)
Value$231.5K (+$19.7K)
Filed 2026-10-26
AdviceOne Advisory Services, LLC
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$230.4K (+$7.7K)
Filed 2026-10-19
Calamos Wealth Management LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$229.8K (+$7.6K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,861 from 1,804
Change+57 (+3%)
Value$229.1K (+$14.4K)
Filed 2026-10-15
Ethic Inc.
NEW
Shares1,844
Change+1,844
Value$226.9K
Filed 2026-11-03
RiverTree Advisors, LLC
NEW
Shares1,838
Change+1,838
Value$226.2K
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares1,838 from 1,826
Change+12 (+1%)
Value$226.2K (+$8.9K)
Filed 2026-11-02
IPG Investment Advisors LLC
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$223.8K (+$7.5K)
Filed 2026-10-30
Journey Advisory Group, LLC
DECREASED
Shares1,787 from 1,807
Change-20 (-1%)
Value$219.9K (+$4.9K)
Filed 2026-11-04
Mainsail Asset Management, LLC
DECREASED
Shares1,780 from 2,516
Change-736 (-29%)
Value$225.2K (-$67.3K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$219.1K (+$7.3K)
Filed 2026-10-16
Selective Wealth Management, Inc.
INCREASED
Shares1,770 from 1,769
Change+1 (+0%)
Value$217.2K (+$11.5K)
Filed 2026-10-16
PTM Wealth Management, LLC
INCREASED
Shares1,769 from 1,767
Change+2 (+0%)
Value$223.8K (+$20.7K)
Filed 2026-10-23
Altus Wealth Group LLC
INCREASED
Shares1,766 from 1,759
Change+7 (+0%)
Value$217.4K (+$8.1K)
Filed 2026-10-20
Secure Asset Management, LLC
DECREASED
Shares1,738 from 1,741
Change-3 (0%)
Value$214.0K (+$6.8K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$213.8K (+$7.1K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$213.4K (+$7.1K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$213.1K (+$7.1K)
Filed 2026-10-20
Insight Inv LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$211.1K (+$7.0K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares1,711 from 1,772
Change-61 (-3%)
Value$210.6K (-$308)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares1,706 from 524
Change+1,182 (+226%)
Value$210.0K (+$147.6K)
Filed 2026-11-05
Payden & Rygel
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$209 (-$201.8K)
Filed 2026-10-28
Private Management Group Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$209.2K (+$7.0K)
Filed 2026-11-04
Cascade Investment Group, Inc.
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$207.9K (+$6.9K)
Filed 2026-10-13
Berkshire Money Management, Inc.
NEW
Shares1,683
Change+1,683
Value$207.1K
Filed 2026-10-21
Lewis Asset Management, LLC
INCREASED
Shares1,683 from 1,681
Change+2 (+0%)
Value$207.2K (+$7.1K)
Filed 2026-10-14
Howard Wealth Management, LLC
NEW
Shares1,682
Change+1,682
Value$207.1K
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares1,677 from 1,689
Change-12 (-1%)
Value$206.4K (+$5.4K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
NEW
Shares1,664
Change+1,664
Value$204.8K
Filed 2026-10-23
Romano Brothers and Company
NEW
Shares1,657
Change+1,657
Value$203.9K
Filed 2026-10-22
Woodley Farra Manion Portfolio Management Inc
NEW
Shares1,646
Change+1,646
Value$202.6K
Filed 2026-11-05
Clear Point Advisors Inc.
NEW
Shares1,642
Change+1,642
Value$202.1K
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$196.9K (+$6.5K)
Filed 2026-10-23
Morling Financial Advisors, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$193.7K (+$6.4K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares1,536 from 1,642
Change-106 (-6%)
Value$189.1K (-$6.3K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$187.1K (+$6.2K)
Filed 2026-10-09
Westside Investment Management, Inc.
INCREASED
Shares1,491 from 1,094
Change+397 (+36%)
Value$183.6K (+$53.3K)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$178.1K (+$5.9K)
Filed 2026-10-23
Canton Hathaway, LLC
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$162.2K (+$5.4K)
Filed 2026-10-23
Trust Co
INCREASED
Shares1,306 from 793
Change+513 (+65%)
Value$160.7K (+$66.4K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$159.9K (+$5.3K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,289 from 1,096
Change+193 (+18%)
Value$158.7K (+$28.2K)
Filed 2026-10-27
Eastern Bank
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$156.3K (+$5.2K)
Filed 2026-10-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$153.2K (+$5.1K)
Filed 2026-10-05
Avion Wealth
DECREASED
Shares1,234 from 1,356
Change-122 (-9%)
Value$151 (-$160.8K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares1,196 from 1,219
Change-23 (-2%)
Value$147.2K (+$2.2K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$146 (+$5)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares1,152 from 1,041
Change+111 (+11%)
Value$141.8K (+$18.0K)
Filed 2026-10-15
Bradley & Co. Private Wealth Management, LLC
NEW
Shares1,091
Change+1,091
Value$134.3K
Filed 2026-10-23
Old Second National Bank of Aurora
DECREASED
Shares1,027 from 1,123
Change-96 (-9%)
Value$126.4K (-$7.2K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares981 from 460
Change+521 (+113%)
Value$120.7K (+$66.0K)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$119.4K (+$4.0K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares866 from 865
Change+1 (+0%)
Value$106.6K (+$3.7K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares852 from 1,142
Change-290 (-25%)
Value$104.9K (-$31.0K)
Filed 2026-10-08
StrongBox Wealth, LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$98.6K (+$3.3K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares777
Change+777
Value$95.6K
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$94.8K (+$3.2K)
Filed 2026-10-01
Fairman Group, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$92.9K (+$3.1K)
Filed 2026-10-26
Duncker Streett & Co Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$92.3K (+$3.1K)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$86.2K (+$2.9K)
Filed 2026-11-04
Steph & Co
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$81.6K (+$2.7K)
Filed 2026-10-07
Investment Research & Advisory Group, Inc.
INCREASED
Shares659 from 658
Change+1 (+0%)
Value$81.1K (+$2.8K)
Filed 2026-10-19
Hughes Financial Services, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$77.8K (+$372)
Filed 2026-10-30
RMG Wealth Management LLC
INCREASED
Shares621 from 420
Change+201 (+48%)
Value$73.8K (+$22.3K)
Filed 2026-10-26
DecisionPoint Financial, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$74.0K (+$3.0K)
Filed 2026-10-27
SYM Financial Corp
DECREASED
Shares581 from 1,223
Change-642 (-52%)
Value$71.5K (-$74.0K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$71.4K (+$2.4K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares496 from 238
Change+258 (+108%)
Value$61.0K (+$32.8K)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares488
Change+488
Value$60.1K
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares461 from 22
Change+439 (+1995%)
Value$56.7K (+$54.1K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares459
Change+459
Value$56.5K
Filed 2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$55.3K (+$1.8K)
Filed 2026-10-22
Security National Bank
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$54.5K (+$1.8K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares431
Change+431
Value$53.1K
Filed 2026-11-03
City Holding Co
DECREASED
Shares415 from 565
Change-150 (-27%)
Value$51.1K (-$16.2K)
Filed 2026-10-19
Global Trust Asset Management, LLC
DECREASED
Shares401 from 452
Change-51 (-11%)
Value$49.3K (-$4.5K)
Filed 2026-10-19
Accordant Advisory Group Inc
DECREASED
Shares400 from 431
Change-31 (-7%)
Value$49.2K (-$2.1K)
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$48.6K (+$1.6K)
Filed 2026-10-22
Davis Capital Management
NEW
Shares350
Change+350
Value$43.1K
Filed 2026-10-08
Clark Wealth Partners
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$43.0K (+$1.4K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares345 from 339
Change+6 (+2%)
Value$42.5K (+$2.1K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares343 from 289
Change+54 (+19%)
Value$42.2K (+$7.9K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares340
Change+340
Value$41.8K
Filed 2026-10-19
Networth Advisors, LLC
INCREASED
Shares321 from 260
Change+61 (+23%)
Value$39.5K (+$8.6K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares311
Change+311
Value$38.3K
Filed 2026-10-27
Richardson Financial Services Inc.
INCREASED
Shares306 from 224
Change+82 (+37%)
Value$37.7K (+$11.0K)
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares306 from 259
Change+47 (+18%)
Value$37.7K (+$6.9K)
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$36.9K (+$1.2K)
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares297 from 51
Change+246 (+482%)
Value$36.6K (+$30.5K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$36.6K (+$1.2K)
Filed 2026-10-13
Oakworth Capital, Inc.
INCREASED
Shares285 from 225
Change+60 (+27%)
Value$35.1K (+$8.4K)
Filed 2026-10-26
Goodman Advisory Group, LLC
DECREASED
Shares278 from 171,260
Change-170,982 (-100%)
Value$34.2K (-$20.3M)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares275 from 60
Change+215 (+358%)
Value$33.9K (+$26.7K)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$33.6K (+$1.1K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares247 from 300
Change-53 (-18%)
Value$30.4K (-$5.3K)
Filed 2026-10-30
True Wealth Design, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$30.4K (+$1.0K)
Filed 2026-10-13
Fairscale Capital, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$27.7K (-$612)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$29 (-$28.0K)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$28.3K (+$941)
Filed 2026-10-26
GK Wealth Management LLC
DECREASED
Shares229 from 1,953
Change-1,724 (-88%)
Value$28.1K (-$204.2K)
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$27.5K (+$930)
Filed 2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$26.0K (+$863)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$25.8K (+$859)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares204 from 14
Change+190 (+1357%)
Value$25.1K (+$23.4K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares192 from 200
Change-8 (-4%)
Value$23.6K (-$167)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$23.5K (+$781)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares185 from 193
Change-8 (-4%)
Value$22.8K (-$193)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$21.4K (+$712)
Filed 2026-10-23
Arvest Investments, Inc.
NEW
Shares173
Change+173
Value$21.3K
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$20.7K (+$687)
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares163
Change+163
Value$20.1K
Filed 2026-10-30
Hager Investment Management Services, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$19.8K (+$659)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares158
Change+158
Value$19.4K
Filed 2026-10-05
Bare Financial Services, Inc
NEW
Shares156
Change+156
Value$19.2K
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$19.2K (+$638)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$19.0K (+$643)
Filed 2026-10-28
Creative Capital Management Investments LLC
INCREASED
Shares149 from 105
Change+44 (+42%)
Value$18.3K (+$5.8K)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$18.1K (+$601)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares137 from 136
Change+1 (+1%)
Value$16.8K (+$578)
Filed 2026-11-04
RHL Group, LLC
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$16.7K (+$613)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$16.7K (+$556)
Filed 2026-10-30
Montgomery Financial Services LLC
NEW
Shares132
Change+132
Value$16.2K
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares125
Change+125
Value$15.4K
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$15.3K (+$528)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$15.4K (+$511)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$15.0K (+$516)
Filed 2026-10-15
Wilkerson Advisory Group LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$14.9K (+$495)
Filed 2026-10-20
Eukles Asset Management
NEW
Shares114
Change+114
Value$14.0K
Filed 2026-11-04
CGC Financial Services, LLC
DECREASED
Shares112 from 240
Change-128 (-53%)
Value$13.8K (-$14.8K)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$12.5K (+$429)
Filed 2026-11-03
Bayban
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$11.1K ($0)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares88 from 92
Change-4 (-4%)
Value$10.8K (-$116)
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$10.6K (+$352)
Filed 2026-10-06
Reap Financial Group, LLC
DECREASED
Shares75 from 850
Change-775 (-91%)
Value$9.3K (-$91.9K)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$8.9K (+$295)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$8.9K (+$295)
Filed 2026-10-01
Lodestone Wealth Management LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$7.7K (+$263)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.5K (+$250)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares56 from 506
Change-450 (-89%)
Value$6.9K (-$53.4K)
Filed 2026-10-14
Country Trust Bank
NEW
Shares54
Change+54
Value$6.6K
Filed 2026-10-30
Cdkv Holdings LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.6K (+$221)
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$6.0K (+$200)
Filed 2026-10-02
First Community Trust NA
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.3K (+$175)
Filed 2026-10-07
Richardson Capital Management LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.3K (+$175)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.2K (+$258)
Filed 2026-10-08
First Pacific Financial
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.2K (+$144)
Filed 2026-10-14
Spurstone Advisory Services, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.8K (+$153)
Filed 2026-11-02
Yankcom Partnership
NEW
Shares29
Change+29
Value$3.6K
Filed 2026-10-15
1620 Investment Advisors, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.6K (+$118)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares25
Change+25
Value$3.1K
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.0K (+$148)
Filed 2026-10-09
WPG Advisers, LLC
DECREASED
Shares20 from 22
Change-2 (-9%)
Value$2.5K (-$156)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW
Shares17
Change+17
Value$2.1K
Filed 2026-10-15
Rakuten Securities, Inc.
INCREASED
Shares17 from 14
Change+3 (+21%)
Value$2.1K (+$426)
Filed 2026-11-02
Birchbrook, Inc.
DECREASED
Shares10 from 177
Change-167 (-94%)
Value$1.2K (-$19.8K)
Filed 2026-10-14
West Branch Capital LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (+$41)
Filed 2026-10-20
Byrne Asset Management LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.1K (+$40)
Filed 2026-10-06
Albion Financial Group
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.1K (+$37)
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$862 (+$29)
Filed 2026-10-02
DB Fitzpatrick & Co, Inc
DECREASED
Shares2 from 11
Change-9 (-82%)
Value$246 (-$1.1K)
Filed 2026-10-19
McMill Wealth Management
CLOSED
Shares0 from 98,748
Change-98,748 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
TritonPoint Partners, LLC
CLOSED
Shares0 from 71,463
Change-71,463 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 36,037
Change-36,037 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 6,691
Change-6,691 (-100%)
Value$0 (-$796.3K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 5,732
Change-5,732 (-100%)
Value$0 (-$682.1K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 3,909
Change-3,909 (-100%)
Value$0 (-$465.1K)
Filed 2026-10-19
Zega Investments, LLC
CLOSED
Shares0 from 3,305
Change-3,305 (-100%)
Value$0 (-$393.3K)
Filed 2026-11-04
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,060
Change-3,060 (-100%)
Value$0 (-$364.1K)
Filed 2026-10-23
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 3,026
Change-3,026 (-100%)
Value$0 (-$360.1K)
Filed 2026-10-28
Matauro, LLC
CLOSED
Shares0 from 2,678
Change-2,678 (-100%)
Value$0 (-$318.6K)
Filed 2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 2,543
Change-2,543 (-100%)
Value$0 (-$302.6K)
Filed 2026-10-15
Lane Brothers & Co Inc
CLOSED
Shares0 from 2,535
Change-2,535 (-100%)
Value$0 (-$301.6K)
Filed 2026-11-02
Capital Advantage, Inc.
CLOSED
Shares0 from 2,489
Change-2,489 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 2,311
Change-2,311 (-100%)
Value$0 (-$275.0K)
Filed 2026-10-14
Golden Reserve Retirement LLC
CLOSED
Shares0 from 2,258
Change-2,258 (-100%)
Value$0 (-$268.7K)
Filed 2026-11-02
Plus Group Wealth Advisors LLC
CLOSED
Shares0 from 2,235
Change-2,235 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-19
Compass Ion Advisors, LLC
CLOSED
Shares0 from 2,223
Change-2,223 (-100%)
Value$0 (-$264.5K)
Filed 2026-10-23
LCW Services, LLC
CLOSED
Shares0 from 1,912
Change-1,912 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-21
Market Street Wealth Management Advisors LLC
CLOSED
Shares0 from 1,887
Change-1,887 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-09
Balentine LLC
CLOSED
Shares0 from 1,865
Change-1,865 (-100%)
Value$0 (-$221.9K)
Filed 2026-11-03
Urban Wealth Management, LLC
CLOSED
Shares0 from 1,744
Change-1,744 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$170.8K)
Filed 2026-10-13
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$138.3K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$107.2K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 602
Change-602 (-100%)
Value$0 (-$70.9K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$65.7K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 518
Change-518 (-100%)
Value$0 (-$61.6K)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$48.7K)
Filed 2026-10-29
Wolff Wiese Magana LLC
CLOSED
Shares0 from 307
Change-307 (-100%)
Value$0 (-$36.5K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$17.1K)
Filed 2026-10-23
Breakwater Investment Management
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares0 from 76
Change-76 (-100%)
Value$36 (-$9.0K)
Filed 2026-10-23
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$45 (+$1)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 40,632,371
Change-40,632,371 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,355,720
Change-16,355,720 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,917,623
Change-15,917,623 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,803,596
Change-10,803,596 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 10,545,678
Change-10,545,678 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,387,210
Change-10,387,210 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,569,500
Change-9,569,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,489,431
Change-9,489,431 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,588,841
Change-5,588,841 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5,552,636
Change-5,552,636 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,738,201
Change-4,738,201 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,531,390
Change-4,531,390 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,329,392
Change-4,329,392 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,811,664
Change-3,811,664 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,667,167
Change-3,667,167 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,587,593
Change-3,587,593 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,452,793
Change-3,452,793 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,317,734
Change-3,317,734 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,263,810
Change-3,263,810 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,158,745
Change-3,158,745 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,986,077
Change-2,986,077 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,969,896
Change-2,969,896 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,888,101
Change-2,888,101 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,619,648
Change-2,619,648 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,587,784
Change-2,587,784 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,463,414
Change-2,463,414 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,326,724
Change-2,326,724 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,295,436
Change-2,295,436 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,138,543
Change-2,138,543 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,934,606
Change-1,934,606 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,812,961
Change-1,812,961 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,776,289
Change-1,776,289 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,608,668
Change-1,608,668 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,573,727
Change-1,573,727 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,400,992
Change-1,400,992 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,334,292
Change-1,334,292 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,320,719
Change-1,320,719 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,269,168
Change-1,269,168 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,129,673
Change-1,129,673 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,112,724
Change-1,112,724 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 983,337
Change-983,337 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 869,331
Change-869,331 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 857,497
Change-857,497 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 836,240
Change-836,240 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 794,989
Change-794,989 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 765,951
Change-765,951 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 765,741
Change-765,741 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 733,889
Change-733,889 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 726,177
Change-726,177 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 693,472
Change-693,472 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 693,192
Change-693,192 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 550,470
Change-550,470 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 536,798
Change-536,798 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 506,680
Change-506,680 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 496,052
Change-496,052 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 454,743
Change-454,743 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 454,381
Change-454,381 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 442,924
Change-442,924 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 442,577
Change-442,577 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 410,139
Change-410,139 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 399,148
Change-399,148 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 385,712
Change-385,712 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 384,104
Change-384,104 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 380,113
Change-380,113 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 378,474
Change-378,474 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 370,959
Change-370,959 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 369,041
Change-369,041 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 356,590
Change-356,590 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 350,980
Change-350,980 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 313,160
Change-313,160 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 305,652
Change-305,652 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 303,229
Change-303,229 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 299,523
Change-299,523 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 298,651
Change-298,651 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 286,828
Change-286,828 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 278,219
Change-278,219 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 268,041
Change-268,041 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 266,058
Change-266,058 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 261,997
Change-261,997 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 251,999
Change-251,999 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 249,942
Change-249,942 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 249,537
Change-249,537 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 246,422
Change-246,422 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 246,154
Change-246,154 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 241,209
Change-241,209 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 239,300
Change-239,300 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 231,019
Change-231,019 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 228,071
Change-228,071 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 226,346
Change-226,346 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 224,220
Change-224,220 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 221,949
Change-221,949 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 220,621
Change-220,621 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 218,674
Change-218,674 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 207,305
Change-207,305 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 197,946
Change-197,946 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 195,374
Change-195,374 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 193,662
Change-193,662 (-100%)
Value—
Optas, LLC
N/A
Shares— from 189,057
Change-189,057 (-100%)
Value—
Collier Financial
N/A
Shares— from 182,496
Change-182,496 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 182,166
Change-182,166 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 174,070
Change-174,070 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 173,973
Change-173,973 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 169,025
Change-169,025 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 164,903
Change-164,903 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 164,264
Change-164,264 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 154,601
Change-154,601 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 153,130
Change-153,130 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 149,296
Change-149,296 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 145,073
Change-145,073 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 144,585
Change-144,585 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 144,128
Change-144,128 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 143,962
Change-143,962 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 143,845
Change-143,845 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 143,799
Change-143,799 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 142,185
Change-142,185 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 141,160
Change-141,160 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 140,478
Change-140,478 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 139,304
Change-139,304 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 137,355
Change-137,355 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 135,126
Change-135,126 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 131,583
Change-131,583 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 129,622
Change-129,622 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 127,424
Change-127,424 (-100%)
Value—
Seal Cove Capital, LLC
N/A
Shares— from 123,278
Change-123,278 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 118,187
Change-118,187 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 116,088
Change-116,088 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 115,710
Change-115,710 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 114,925
Change-114,925 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 114,837
Change-114,837 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 113,321
Change-113,321 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 112,558
Change-112,558 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 111,976
Change-111,976 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 111,331
Change-111,331 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 105,914
Change-105,914 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 103,748
Change-103,748 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 101,219
Change-101,219 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 100,948
Change-100,948 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 99,968
Change-99,968 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 98,595
Change-98,595 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 97,536
Change-97,536 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 97,316
Change-97,316 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 95,613
Change-95,613 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 94,094
Change-94,094 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 93,365
Change-93,365 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 90,453
Change-90,453 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 89,809
Change-89,809 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 89,683
Change-89,683 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 89,317
Change-89,317 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 88,830
Change-88,830 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 88,097
Change-88,097 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 88,035
Change-88,035 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 87,971
Change-87,971 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 87,770
Change-87,770 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 86,059
Change-86,059 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 85,260
Change-85,260 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 84,775
Change-84,775 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 83,723
Change-83,723 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 82,263
Change-82,263 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 77,941
Change-77,941 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 77,700
Change-77,700 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 75,412
Change-75,412 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 75,040
Change-75,040 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 74,967
Change-74,967 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 74,843
Change-74,843 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 73,968
Change-73,968 (-100%)
Value—
&partners
N/A
Shares— from 73,125
Change-73,125 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 71,776
Change-71,776 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 71,772
Change-71,772 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 71,073
Change-71,073 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 69,487
Change-69,487 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 69,286
Change-69,286 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 68,790
Change-68,790 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 68,536
Change-68,536 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 64,889
Change-64,889 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 63,181
Change-63,181 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 61,994
Change-61,994 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 61,214
Change-61,214 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 61,199
Change-61,199 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 61,092
Change-61,092 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59,810
Change-59,810 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 58,896
Change-58,896 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 58,737
Change-58,737 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,501
Change-56,501 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 56,426
Change-56,426 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 56,161
Change-56,161 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 55,705
Change-55,705 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 55,675
Change-55,675 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 55,482
Change-55,482 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 55,387
Change-55,387 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 53,972
Change-53,972 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 53,876
Change-53,876 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 52,300
Change-52,300 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52,073
Change-52,073 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 51,307
Change-51,307 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 51,291
Change-51,291 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 50,591
Change-50,591 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 49,717
Change-49,717 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 49,476
Change-49,476 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 49,178
Change-49,178 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 48,164
Change-48,164 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 47,213
Change-47,213 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 46,186
Change-46,186 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 45,563
Change-45,563 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 45,105
Change-45,105 (-100%)
Value—
American Trust
N/A
Shares— from 45,061
Change-45,061 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 44,045
Change-44,045 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 43,698
Change-43,698 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 43,660
Change-43,660 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 42,979
Change-42,979 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,907
Change-42,907 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 42,357
Change-42,357 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 41,699
Change-41,699 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 41,461
Change-41,461 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 41,432
Change-41,432 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 40,945
Change-40,945 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,750
Change-40,750 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 40,644
Change-40,644 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 40,532
Change-40,532 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 40,468
Change-40,468 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 37,739
Change-37,739 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 37,606
Change-37,606 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 36,426
Change-36,426 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 35,679
Change-35,679 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 34,844
Change-34,844 (-100%)
Value—
Blair William & Co
N/A
Shares— from 34,643
Change-34,643 (-100%)
Value—
Betterment LLC
N/A
Shares— from 34,537
Change-34,537 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 34,315
Change-34,315 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 34,210
Change-34,210 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,109
Change-34,109 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 34,067
Change-34,067 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 33,419
Change-33,419 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 33,048
Change-33,048 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 32,720
Change-32,720 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 32,592
Change-32,592 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 32,554
Change-32,554 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 32,315
Change-32,315 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 31,557
Change-31,557 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 31,378
Change-31,378 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 31,215
Change-31,215 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,146
Change-31,146 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 30,798
Change-30,798 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 30,779
Change-30,779 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 30,296
Change-30,296 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 29,331
Change-29,331 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 28,897
Change-28,897 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 28,762
Change-28,762 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 28,549
Change-28,549 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 28,172
Change-28,172 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 27,995
Change-27,995 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 27,968
Change-27,968 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 26,822
Change-26,822 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 26,789
Change-26,789 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 25,873
Change-25,873 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,871
Change-25,871 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,722
Change-25,722 (-100%)
Value—
Commerce Bank
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 24,732
Change-24,732 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 24,530
Change-24,530 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 23,606
Change-23,606 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,182
Change-23,182 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 22,907
Change-22,907 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,863
Change-22,863 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 22,569
Change-22,569 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 22,313
Change-22,313 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 22,013
Change-22,013 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 21,627
Change-21,627 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,543
Change-21,543 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 21,142
Change-21,142 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 21,049
Change-21,049 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 21,015
Change-21,015 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 20,516
Change-20,516 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 20,106
Change-20,106 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 19,824
Change-19,824 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 19,499
Change-19,499 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 19,468
Change-19,468 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 19,386
Change-19,386 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 19,262
Change-19,262 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,832
Change-18,832 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 18,806
Change-18,806 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 18,472
Change-18,472 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 18,461
Change-18,461 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 18,327
Change-18,327 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 17,606
Change-17,606 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 16,567
Change-16,567 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 16,535
Change-16,535 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 15,949
Change-15,949 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,946
Change-15,946 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,366
Change-15,366 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,292
Change-15,292 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 15,249
Change-15,249 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 14,949
Change-14,949 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,633
Change-14,633 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
Es4, LLC
N/A
Shares— from 13,946
Change-13,946 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 13,774
Change-13,774 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13,565
Change-13,565 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 12,452
Change-12,452 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,966
Change-11,966 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 11,631
Change-11,631 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 11,320
Change-11,320 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,913
Change-10,913 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,380
Change-10,380 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,054
Change-10,054 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 10,012
Change-10,012 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,205
Change-8,205 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,882
Change-6,882 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 5,372
Change-5,372 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Toews Corp
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 980
Change-980 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 885
Change-885 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 728
Change-728 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 709
Change-709 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 528
Change-528 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 517
Change-517 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 481
Change-481 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 459
Change-459 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 384
Change-384 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 301
Change-301 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 288
Change-288 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 271
Change-271 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 174
Change-174 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 117
Change-117 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
INCREASED4,285,4014,211,914+73,487+2%$501.2M$527.4M+$26.3M2026-10-26
Truist Financial Corp
INCREASED3,902,4042,612,899+1,289,505+49%$310.9M$480.3M+$169.4M2026-10-30
Orgel Wealth Management, LLC
INCREASED3,432,6433,398,409+34,234+1%$404.4M$422.5M+$18.1M2026-10-14
Kestra Investment Management, LLC
INCREASED3,017,7882,920,221+97,567+3%$347.5M$371.4M+$24.0M2026-11-04
Willis Johnson Wealth, Inc.
INCREASED2,867,7612,813,228+54,533+2%$334.7M$353.0M+$18.2M2026-11-03
HB Wealth Management, LLC
DECREASED2,309,2232,445,430-136,207-6%$291.0M$284.2M-$6.8M2026-10-23
Connecticut Wealth Management, LLC
INCREASED2,246,7202,170,139+76,581+4%$258.2M$276.5M+$18.3M2026-10-13
Commonwealth Equity Services, LLC
INCREASED1,965,0921,736,874+228,218+13%$206.7M$241.9M+$35.2M2026-11-02
Diversify Advisory Services, LLC
INCREASED1,903,7321,766,081+137,651+8%$202.3M$233.5M+$31.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED1,903,7321,766,081+137,651+8%$202.3M$233.5M+$31.2M2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED1,873,0241,789,081+83,943+5%$212.9M$230.5M+$17.6M2026-10-29
Focused Wealth Management, Inc
INCREASED1,555,9851,531,390+24,595+2%$182.2M$191.5M+$9.3M2026-10-30
CoreCap Advisors, LLC
DECREASED1,480,1331,489,560-9,427-1%$177.2M$182.2M+$4.9M2026-10-08
Old National Bancorp
INCREASED1,436,0671,429,611+6,456+0%$170.1M$176.8M+$6.6M2026-10-20
AlphaStar Capital Management, LLC
INCREASED1,432,2211,352,196+80,025+6%$160.9M$176.3M+$15.4M2026-10-16
Syntegra Private Wealth Group, LLC
INCREASED1,320,3521,308,727+11,625+1%$155.7M$162.5M+$6.8M2026-10-13
Exchange Traded Concepts, LLC
INCREASED1,294,0391,217,314+76,725+6%$144.8M$159.3M+$14.4M2026-10-28
Kestra Advisory Services, LLC
INCREASED1,292,149854,452+437,697+51%$101.7M$159.0M+$57.4M2026-11-02
Flagship Harbor Advisors, LLC
DECREASED1,095,4651,127,958-32,493-3%$134.2M$134.8M+$614.0K2026-10-26
First National Trust Co
DECREASED1,069,7311,163,640-93,909-8%$138.5M$131.7M-$6.8M2026-10-28
Cannon Financial Strategists, Inc.
INCREASED921,443914,234+7,209+1%$108.8M$113.4M+$4.6M2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED901,915911,956-10,041-1%$108.5M$111.0M+$2.5M2026-10-14
Founders Financial Securities LLC
DECREASED869,1411,064,857-195,716-18%$126.7M$107.0M-$19.7M2026-10-28
Creative Planning
DECREASED804,586807,405-2,8190%$96.1M$99.0M+$3.0M2026-11-02
KWB Wealth
DECREASED787,164798,372-11,208-1%$95.0M$96.9M+$1.9M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED780,724740,826+39,898+5%$88.2M$96.1K-$88.1M2026-11-02
SilverOak Wealth Management LLC
INCREASED713,295681,977+31,318+5%$81.1M$87.8M+$6.6M2026-10-29
Ackerman Capital Advisors, LLC
DECREASED664,703670,729-6,026-1%$79.8M$81.8M+$2.0M2026-10-30
Klingman & Associates, LLC
DECREASED641,440646,841-5,401-1%$77.0M$78.9M+$2.0M2026-10-20
Oarsman Capital, Inc.
INCREASED639,438631,032+8,406+1%$75.1M$78.7M+$3.6M2026-11-05
Reston Wealth Management LLC
DECREASED608,809612,211-3,402-1%$72.8M$74.9M+$2.1M2026-10-29
Canandaigua National Bank & Trust Co
DECREASED591,567598,201-6,634-1%$71.2M$72.8M+$1.6M2026-10-07
Courier Capital LLC
INCREASED568,726549,195+19,531+4%$65.3M$70.0M+$4.7M2026-10-19
RFG Advisory, LLC
INCREASED566,033536,479+29,554+6%$63.8M$69.7M+$5.8M2026-11-03
Thrivent Financial for Lutherans
INCREASED556,028471,923+84,105+18%$56.2M$68.6K-$56.1M2026-11-05
First Command Advisory Services, Inc.
DECREASED543,868669,039-125,171-19%$79.6M$66.9M-$12.6M2026-11-05
Confluence Investment Management LLC
DECREASED510,696573,709-63,013-11%$68.3M$62.9M-$5.4M2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED500,407359,819+140,588+39%$43.2M$62.0M+$18.8M2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED499,952419,977+79,975+19%$50.0M$61.5M+$11.6M2026-10-14
Citizens Financial Group Inc
INCREASED472,697460,749+11,948+3%$54.8M$58.2M+$3.4M2026-10-23
Navigation Group, LLC
DECREASED466,701475,059-8,358-2%$56.5M$57.4M+$914.3K2026-10-28
CGN Advisors LLC
INCREASED465,493459,393+6,100+1%$54.7M$57.3M+$2.6M2026-10-21
Truefg, LLC
INCREASED462,359457,032+5,327+1%$54.4M$56.9M+$2.5M2026-10-15
Rodgers & Associates, LTD
DECREASED443,090449,619-6,529-1%$53.5M$54.5M+$1.0M2026-10-20
Gibbs Wealth Management
INCREASED441,601388,461+53,140+14%$46.2M$54.4M+$8.1M2026-10-22
71 West Capital Partners
DECREASED437,754440,278-2,524-1%$52.4M$53.9M+$1.5M2026-11-04
Convergence Financial, LLC
DECREASED426,668817,671-391,003-48%$97.3M$52.5M-$44.8M2026-10-27
Leicht Financial Planning & Wealth Management, Inc.
DECREASED426,618429,682-3,064-1%$51.1M$52.5M+$1.4M2026-11-03
Kestra Private Wealth Services, LLC
DECREASED417,451418,135-6840%$49.8M$51.4M+$1.6M2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED413,153412,059+1,094+0%$49.0M$50.9M+$1.8M2026-10-22
Shepherd Financial Partners LLC
INCREASED412,222408,040+4,182+1%$48.6M$50.7M+$2.2M2026-11-03
Nottingham Advisors, Inc.
INCREASED404,245335,055+69,190+21%$47.3M$50.1M+$2.8M2026-10-29
Kozak & Associates, Inc.
DECREASED396,637409,311-12,674-3%$48.5M$48.1M-$354.9K2026-10-29
ERn Financial, LLC
INCREASED395,011373,603+21,408+6%$44.5M$48.6M+$4.2M2026-10-28
Tlwm
INCREASED394,302389,066+5,236+1%$46.3M$48.5M+$2.2M2026-10-09
Waller Financial Planning Group, Inc
INCREASED374,184352,803+21,381+6%$42.0M$46.1M+$4.1M2026-10-07
Concurrent Investment Advisors, LLC
INCREASED372,158332,462+39,696+12%$39.6M$45.8M+$6.2M2026-10-16
Destiny Capital Corp
DECREASED364,253376,350-12,097-3%$44.8M$44.8M+$50.4K2026-11-03
Whitcomb & Hess, Inc.
INCREASED363,094360,528+2,566+1%$42.9M$44.7M+$1.8M2026-10-07
Sunburst Financial Group, LLC
DECREASED360,100370,318-10,218-3%$44.1M$44.3M+$256.9K2026-10-09
Fifth Third Bancorp
INCREASED343,946331,823+12,123+4%$39.5M$42.3M+$2.8M2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED331,840348,013-16,173-5%$41.4M$40.8M-$567.3K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED323,828326,305-2,477-1%$38.8M$40.9M+$2.1M2026-11-05
Bank of New York Mellon Corp
DECREASED322,590411,904-89,314-22%$49.0M$39.7M-$9.3M2026-11-05
Riversedge Advisors, LLC
DECREASED318,078323,310-5,232-2%$38.5M$39.1M+$678.4K2026-10-09
Verus Capital Partners, LLC
DECREASED317,549332,683-15,134-5%$39.6M$39.1M-$502.0K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED313,990280,638+33,352+12%$33.0M$38.9M+$5.8M2026-10-22
Leslie Global Wealth, LLC
DECREASED313,705315,334-1,629-1%$37.5M$38.6M+$1.1M2026-10-26
Markowski Investments
DECREASED305,152306,162-1,0100%$36.4M$37.6M+$1.1M2026-10-30
CX Institutional
INCREASED292,447283,258+9,189+3%$33.7K$36.0K+$2.3K2026-10-02
Retiremitten Financial LLC
DECREASED290,927291,147-2200%$34.6M$35.3M+$654.6K2026-11-05
MMA Asset Management LLC
INCREASED287,999272,371+15,628+6%$32.4M$35.4M+$3.0M2026-11-02
James T. Borello RIA
INCREASED285,674268,615+17,059+6%$32.0M$35.2M+$3.2M2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED283,976283,982-60%$33.8M$35.0M+$1.2M2026-10-22
Eagle Strategies LLC
INCREASED281,367279,808+1,559+1%$33.3M$34.6M+$1.3M2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED279,847286,742-6,895-2%$34.1M$34.4M+$324.2K2026-10-23
Buck Wealth Strategies, LLC
INCREASED276,299255,300+20,999+8%$30.4M$34.0M+$3.6M2026-10-28
Boyd Wealth Management, LLC
INCREASED273,393184,601+88,792+48%$22.0M$33.6M+$11.7M2026-10-20
Roberts Financial Services LLC
INCREASED273,316272,765+551+0%$32.5M$33.6M+$1.2M2026-10-23
Portside Wealth Group, LLC
INCREASED272,254233,134+39,120+17%$27.7M$33.5M+$5.8M2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED270,718212,874+57,844+27%$25.3M$33.3M+$8.0M2026-11-03
Stone Wealth Partners
INCREASED270,280133,745+136,535+102%$15.9M$33.3M+$17.4M2026-11-05
BIP Wealth, LLC
INCREASED264,970261,498+3,472+1%$31.1M$32.6M+$1.5M2026-10-22
First Heartland Consultants, Inc.
INCREASED264,876257,653+7,223+3%$30.7M$32.6M+$1.9M2026-10-08
Clear Creek Financial Management, LLC
DECREASED256,467318,096-61,629-19%$37.9M$31.6M-$6.3M2026-10-28
Foguth Wealth Management, Llc.
DECREASED253,820261,755-7,935-3%$30.5M$30.5M+$6.5K2026-10-19
Moneco Advisors, LLC
INCREASED247,604169,472+78,132+46%$20.2M$30.5M+$10.3M2026-11-05
Marathon Mission, Inc.
INCREASED246,215244,049+2,166+1%$29.0M$30.3M+$1.3M2026-10-01
Florida Trust Wealth Management Co
INCREASED245,263217,212+28,051+13%$25.8M$30.2M+$4.3M2026-11-05
Cornerstone Wealth Management, LLC
INCREASED244,715219,731+24,984+11%$26.1M$30.1M+$4.0M2026-11-04
Stonebridge Financial Group, LLC
INCREASED244,460238,456+6,004+3%$28.4M$30.1M+$1.7M2026-10-01
Granville Capital, Inc.
INCREASED240,723227,928+12,795+6%$27.1M$29.6M+$2.5M2026-11-05
True Blue Financial, LLC
INCREASED232,117177,816+54,301+31%$21.2M$28.6M+$7.4M2026-10-15
Choice Wealth Advisors LLC
INCREASED231,894230,868+1,026+0%$27.5M$28.5M+$1.1M2026-10-16
Horizon Wealth Management, LLC
DECREASED229,248233,299-4,051-2%$27.8M$28.2M+$455.6K2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED228,371228,502-1310%$27.2M$28.1M+$918.4K2026-10-20
Vicus Capital
DECREASED227,011232,359-5,348-2%$27.6M$27.9M+$292.1K2026-11-05
Beutel, Goodman & Co Ltd.
DECREASED222,685227,125-4,440-2%$27.0M$27.5K-$27.0M2026-11-04
Fortitude Financial, LLC
INCREASED217,959212,893+5,066+2%$25.3M$26.8M+$1.5M2026-10-19
Jnba Financial Advisors
DECREASED215,631224,178-8,547-4%$26.7M$26.5M-$135.1K2026-11-03
Concord Wealth Partners
DECREASED212,016216,793-4,777-2%$25.8M$26.1M+$298.7K2026-11-02
Independent Financial Group, LLC
INCREASED210,705199,584+11,121+6%$23.7M$25.9M+$2.2M2026-10-13
Harbor Group, Inc.
INCREASED206,036195,231+10,805+6%$23.2M$25.4M+$2.1M2026-10-14
Northwest Wealth Advisors, LLC
INCREASED205,163172,661+32,502+19%$20.5M$25.3M+$4.7M2026-11-02
Buska Wealth Management, LLC
DECREASED205,109231,088-25,979-11%$27.5M$25.2M-$2.3M2026-10-08
Investors Research Corp
DECREASED204,395205,613-1,218-1%$24.5M$25.2M+$691.0K2026-10-07
GHP Investment Advisors, Inc.
INCREASED202,896202,687+209+0%$24.1M$25.0M+$854.7K2026-10-15
Concord Asset Management, LLC
DECREASED202,232206,125-3,893-2%$24.5M$24.9M+$363.9K2026-11-02
Wealth Management Resources, Inc.
INCREASED201,582198,184+3,398+2%$23.6M$24.8M+$1.2M2026-10-21
1834 Investment Advisors Co
INCREASED196,504193,162+3,342+2%$23.0M$24.2M+$1.2M2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED190,829190,82900%$22.7M$22.7M$02026-11-03
Horizon Financial Services, LLC
INCREASED190,141184,133+6,008+3%$21.9M$23.4M+$1.5M2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED188,864189,928-1,064-1%$22.6M$23.2M+$645.9K2026-10-27
Schear Investment Advisers, LLC
NEW183,776—+183,776——$22.6M—2026-10-14
Tempo Wealth, LLC
DECREASED183,776184,561-7850%$22.0M$22.6M+$658.2K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED181,663112,772+68,891+61%$13.4M$22.4M+$8.9M2026-10-05
Annex Advisory Services, LLC
DECREASED177,131206,823-29,692-14%$24.6M$21.8M-$2.8M2026-10-16
Sage Advisory Services, Ltd.Co.
DECREASED167,207229,926-62,719-27%$27.4M$20.6M-$6.8M2026-10-29
Diligent Investors, LLC
DECREASED162,576164,910-2,334-1%$19.6M$20.0M+$387.3K2026-10-21
Macco Financial Group, Inc.
INCREASED161,395129,904+31,491+24%$15.5M$19.9M+$4.4M2026-11-05
One Advisory Partners, LLC
NEW161,102—+161,102——$19.8M—2026-10-22
Univest Financial Corp
DECREASED160,942172,593-11,651-7%$20.5M$19.8M-$728.1K2026-11-05
Benchmark Financial, LLC
DECREASED159,349162,245-2,896-2%$19.3M$19.6M+$307.1K2026-10-16
Trilogy Capital Inc.
INCREASED159,082158,417+665+0%$18.9M$19.6M+$729.8K2026-10-20
Able Wealth Management LLC
INCREASED158,706152,934+5,772+4%$18.2M$19.9M+$1.8M2026-10-13
Sentinel Advisory Group, LLC
INCREASED157,742155,863+1,879+1%$18.5M$19.4M+$868.7K2026-10-20
PFG Private Wealth Management, LLC
DECREASED156,828206,213-49,385-24%$24.5M$19.3M-$5.2M2026-10-15
Hobart Private Capital, LLC
INCREASED155,998154,249+1,749+1%$18.4M$19.2M+$846.0K2026-10-19
Pecaut & Co.
DECREASED154,753155,879-1,126-1%$18.5M$19.0M+$499.0K2026-10-27
Power Wealth Management LLC
INCREASED150,101132,715+17,386+13%$15.8M$18.5M+$2.7M2026-10-27
Prospera Financial Services Inc
INCREASED148,08610,548+137,538+1304%$1.3M$17.2M+$16.0M2026-11-04
Magnus Financial Group LLC
INCREASED147,296146,984+312+0%$17.5M$18.1M+$639.7K2026-10-21
Probity Advisors, Inc.
INCREASED147,273142,395+4,878+3%$16.9M$18.1M+$1.2M2026-10-23
Fifth Third Securities, Inc.
INCREASED145,776135,930+9,846+7%$16.2M$17.9M+$1.8M2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED143,400159,963-16,563-10%$19.0M$17.6M-$1.4M2026-11-03
Affinity Capital Advisors, LLC
DECREASED141,761142,897-1,136-1%$17.0M$17.8M+$864.6K2026-10-13
Integrity Alliance, Llc.
DECREASED141,750146,863-5,113-3%$17.5M$17.4M-$28.6K2026-10-29
Brookstone Capital Management
INCREASED139,37572,333+67,042+93%$8.6M$17.2M+$8.5M2026-10-22
Asset Allocation Strategies LLC
INCREASED137,393135,186+2,207+2%$16.1M$16.9M+$824.5K2026-10-20
Farther Finance Advisors, LLC
INCREASED134,66571,702+62,963+88%$8.5M$16.6M+$8.0M2026-10-08
First Bank & Trust
NEW134,382—+134,382——$16.5M—2026-10-19
Optimist Retirement Group LLC
DECREASED133,657135,356-1,699-1%$16.1M$16.5M+$344.5K2026-10-30
Bucket List Wealth Management, LLC
INCREASED132,923130,637+2,286+2%$15.5M$16.4M+$815.7K2026-10-22
Lido Advisors, LLC
INCREASED131,338119,661+11,677+10%$14.2M$16.2M+$1.9M2026-11-04
Ascent Group, LLC
DECREASED130,324140,822-10,498-7%$16.8M$16.0M-$716.2K2026-10-30
Carnegie Investment Counsel
DECREASED129,764132,225-2,461-2%$15.7M$16.0M+$237.9K2026-10-20
Aureum Wealth Management, LLC
DECREASED121,978122,599-621-1%$14.6M$15.0M+$425.0K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED121,450120,854+596+0%$14.4M$14.9M+$567.7K2026-10-21
Simplicity Wealth,LLC
DECREASED120,302173,137-52,835-31%$20.6M$14.8M-$5.8M2026-10-23
Ashton Thomas Securities, LLC
INCREASED118,822104,448+14,374+14%$12.4M$14.6M+$2.1M2026-10-26
GenWealth Group, Inc.
DECREASED117,499118,355-856-1%$14.1M$14.5M+$378.7K2026-10-16
BCS Wealth Management
DECREASED117,392117,665-2730%$14.0M$14.4M+$447.3K2026-11-03
Guardian Wealth Advisors, LLC
INCREASED116,119110,316+5,803+5%$13.1M$14.0M+$872.8K2026-10-30
LexAurum Advisors, LLC
INCREASED114,579111,907+2,672+2%$13.3M$14.1M+$786.5K2026-10-19
Centennial Wealth Advisory LLC
DECREASED107,409110,873-3,464-3%$13.2M$13.2M+$26.5K2026-10-16
Tsfg, LLC
INCREASED105,54792,507+13,040+14%$11.0M$13.0K-$11.0M2026-10-23
Compass Financial Management LLC
INCREASED101,84398,892+2,951+3%$11.9M$12.5M+$622.9K2026-10-30
Melone Private Wealth, LLC
INCREASED101,478100,267+1,211+1%$11.9M$12.5M+$559.1K2026-10-16
Town Capital LLC
INCREASED101,43097,017+4,413+5%$11.5M$12.5M+$940.0K2026-11-03
New England Capital Financial Advisors LLC
DECREASED100,802101,462-660-1%$12.1M$12.4M+$333.8K2026-11-03
Cobblestone Asset Management LLC
INCREASED100,71699,439+1,277+1%$11.8M$12.4M+$563.9K2026-10-13
United Advisor Group, LLC
INCREASED95,39594,307+1,088+1%$11.2M$11.7M+$519.6K2026-11-03
SigFig Wealth Management, LLC
DECREASED93,842110,263-16,421-15%$12.9M$11.6M-$1.4M2026-10-07
DecisionMap Wealth Management, LLC
INCREASED93,58492,024+1,560+2%$10.9M$11.5M+$568.5K2026-10-29
Independent Wealth Network Inc.
DECREASED93,33497,609-4,275-4%$11.6M$11.5M-$126.9K2026-10-19
Sfam, LLC
INCREASED91,13489,009+2,125+2%$10.6M$11.2M+$625.6K2026-11-03
Sima Wealth Partners, LLC
INCREASED90,36788,798+1,569+2%$10.6M$11.1M+$556.3K2026-10-19
Parkway Wealth Management Group, LLC
DECREASED90,06991,485-1,416-2%$10.9M$11.1M+$200.0K2026-10-20
Breakwater Capital Group
INCREASED89,90789,548+359+0%$10.7M$11.1M+$410.4K2026-10-09
Venture Visionary Partners LLC
INCREASED89,78081,182+8,598+11%$9.7M$11.1M+$1.4M2026-10-07
Intergy Private Wealth, LLC
INCREASED89,52389,522+10%$10.7M$11.0M+$366.2K2026-10-16
Dagco, Inc.
INCREASED89,37684,081+5,295+6%$10.0M$11.0M+$995.6K2026-10-20
LifePlan Financial, LLC
DECREASED88,92390,592-1,669-2%$10.8M$11.1M+$311.8K2026-10-13
Members Wealth LLC
INCREASED87,67979,901+7,778+10%$9.5M$11.1M+$1.6M2026-10-20
Founders Capital Management
DECREASED87,07187,110-390%$10.4M$10.7M+$351.4K2026-10-13
Inspirion Wealth Advisors, LLC
DECREASED86,308124,153-37,845-30%$14.7M$10.6M-$4.1M2026-10-09
Avestar Capital, LLC
DECREASED86,095144,829-58,734-41%$17.2M$10.6M-$6.6M2026-10-28
Financial Council, LLC
INCREASED85,40084,101+1,299+2%$10.0M$10.5M+$503.9K2026-11-02
Meridian Wealth Management, LLC
INCREASED84,28380,247+4,036+5%$9.5M$10.4M+$825.0K2026-11-05
Apollon Financial, LLC
DECREASED83,83189,539-5,708-6%$10.7M$10.3M-$336.4K2026-10-23
Sterling Manor Financial, LLC
NEW82,600—+82,600——$10.2M—2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED81,73583,862-2,127-3%$10.0M$10.1M+$81.2K2026-10-20
Strategic Blueprint, LLC
INCREASED80,27072,244+8,026+11%$8.6M$9.9M+$1.3M2026-10-22
Milestones Private Investment Advisors LLC
INCREASED78,83177,827+1,004+1%$9.3M$9.7M+$441.9K2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED78,52874,429+4,099+6%$8.9M$9.7M+$808.9K2026-10-09
Park Avenue Securities LLC
INCREASED77,90757,947+19,960+34%$6.9M$9.6K-$6.9M2026-10-26
Private Trust Co NA
DECREASED77,10278,477-1,375-2%$9.3M$9.5M+$151.7K2026-10-20
Occidental Asset Management, LLC
DECREASED76,68277,731-1,049-1%$9.2M$9.4M+$188.9K2026-11-05
Marion Wealth Management
INCREASED76,54876,215+333+0%$9.1M$9.4M+$352.8K2026-10-22
City Center Advisors, LLC
INCREASED74,18873,681+507+1%$8.8M$9.1M+$363.8K2026-10-08
Salomon & Ludwin, LLC
DECREASED74,03174,840-809-1%$8.9M$9.1M+$247.7K2026-10-29
Stone Summit Wealth LLC
INCREASED73,44661,190+12,256+20%$7.3M$9.0M+$1.8M2026-10-14
Key FInancial Inc
DECREASED72,10375,509-3,406-5%$9.0M$8.9M-$110.4K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED71,79973,468-1,669-2%$8.7M$8.8M+$95.1K2026-11-05
Avior Wealth Management, LLC
DECREASED71,54473,278-1,734-2%$8.7M$8.8M+$86.3K2026-10-13
Atria Investments, Inc
DECREASED71,17672,756-1,580-2%$8.7M$8.8M+$103.2K2026-10-15
YHB Investment Advisors, Inc.
INCREASED70,51269,844+668+1%$8.3M$8.7M+$367.9K2026-10-08
Auour Investments LLC
DECREASED69,26169,534-2730%$8.3M$8.5M+$250.8K2026-10-28
Vertrix Wealth Management, LLC
DECREASED69,03074,107-5,077-7%$8.8M$8.5M-$321.7K2026-10-13
IFP Advisors, Inc
INCREASED68,76650,392+18,374+36%$6.0M$8.5M+$2.5M2026-10-16
FDx Advisors, Inc.
DECREASED68,31787,364-19,047-22%$10.4M$8.4K-$10.4M2026-11-05
Oppenheimer & Co Inc
DECREASED67,73768,386-649-1%$8.1M$8.3M+$199.8K2026-10-26
Montz Harcus Wealth Management LLC
INCREASED67,72066,938+782+1%$8.0M$8.3M+$370.0K2026-10-09
One Day In July LLC
DECREASED67,37068,966-1,596-2%$8.2M$8.3M+$85.6K2026-10-30
AGH Wealth Advisors, LLC
INCREASED66,93843,165+23,773+55%$5.1M$8.2M+$3.1M2026-10-26
Axxcess Wealth Management, LLC
DECREASED65,953101,975-36,022-35%$12.1M$8.1M-$4.0M2026-10-21
Buttonwood Financial Group, LLC
DECREASED65,93271,063-5,131-7%$8.5M$8.3M-$115.5K2026-10-16
Flynn Zito Capital Management, LLC
DECREASED65,40465,654-2500%$7.8M$8.0M+$237.7K2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED65,08066,410-1,330-2%$7.9M$8.0M+$108.0K2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED62,20056,634+5,566+10%$6.7M$7.7M+$916.7K2026-10-16
Canandaigua National Trust Co of Florida
NEW62,106—+62,106——$7.6M—2026-10-07
Retirement Financial Solutions, LLC
INCREASED61,88960,801+1,088+2%$7.2M$7.6M+$382.5K2026-10-20
Braun-Bostich & Associates Inc.
DECREASED59,69659,933-2370%$7.1M$7.3M+$216.0K2026-10-20
Hoxton Planning & Management, LLC
DECREASED59,66762,540-2,873-5%$7.4M$7.3M-$97.8K2026-10-15
GLR Partners, LLC
INCREASED58,94854,016+4,932+9%$6.4M$7.3M+$828.0K2026-11-04
Advisor OS, LLC
DECREASED57,58258,086-504-1%$6.9M$7.1M+$175.5K2026-11-03
Cornerstone National Bank & Trust Co
INCREASED57,36652,383+4,983+10%$6.2M$7.1M+$874.1K2026-10-20
Robinswood Financial LLC
INCREASED57,04152,374+4,667+9%$6.2M$6.9M+$689.3K2026-10-20
Regions Financial Corp
INCREASED56,80950,528+6,281+12%$6.0M$7.0M+$979.7K2026-11-05
Inman Jager Wealth Management, LLC
INCREASED56,36955,240+1,129+2%$6.6M$6.9M+$364.9K2026-11-05
MGO One Seven LLC
DECREASED55,65157,310-1,659-3%$6.8M$6.8M+$30.2K2026-10-28
Oak Harvest Investment Services
DECREASED55,39456,438-1,044-2%$6.7M$6.8M+$102.3K2026-10-20
American Financial & TAX Strategies Inc
DECREASED54,43054,694-2640%$6.5M$6.7M+$191.2K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED54,38755,480-1,093-2%$6.6M$6.7K-$6.6M2026-10-14
First Premier Bank
NEW51,957—+51,957——$6.4K—2026-10-13
Aventus Investment Advisors, Inc.
INCREASED49,96549,759+206+0%$5.9M$6.1M+$228.9K2026-10-09
Milestone Asset Management Group, LLC
INCREASED49,82042,164+7,656+18%$5.0M$6.1M+$1.1M2026-10-20
Towne Trust Company, N.a
INCREASED49,76542,495+7,270+17%$5.1M$6.1M+$1.1M2026-10-28
Hofer & Associates. Inc
DECREASED49,614207,313-157,699-76%$24.7M$6.1M-$18.6M2026-10-13
RED Crane Wealth Management, LLC
DECREASED49,61450,389-775-2%$6.0M$6.1M+$110.7K2026-10-14
McNaughton Wealth Management, LLC
INCREASED49,56449,204+360+1%$5.9M$6.1M+$245.6K2026-10-09
Uptown Financial Advisors LLC
DECREASED47,63547,799-1640%$5.7M$5.9M+$175.4K2026-10-15
Opal Wealth Advisors, LLC
INCREASED47,43145,383+2,048+5%$5.4M$5.8M+$437.6K2026-10-16
Burney Co/
DECREASED46,52746,951-424-1%$5.6M$5.7M+$139.9K2026-10-15
RDA Financial Network
INCREASED46,09944,233+1,866+4%$5.3M$5.7M+$410.6K2026-10-15
Spectrum Advisors, Inc.
INCREASED45,65039,599+6,051+15%$4.7M$5.6M+$906.7K2026-11-03
Burke & Herbert Bank & Trust Co
UNCHANGED44,57244,57200%$5.3M$5.5M+$182.3K2026-11-02
Quadrant Capital Group LLC
UNCHANGED44,53244,53200%$5.3M$5.6M+$273.4K2026-10-20
Private Wealth Group, LLC
DECREASED44,50644,546-400%$5.3M$5.5M+$177.3K2026-10-19
Roan Capital Partners
INCREASED44,39442,816+1,578+4%$5.1M$5.5M+$369.4K2026-10-09
Echo Wealth Management, LLC
DECREASED43,10343,155-520%$5.1M$5.3M+$170.1K2026-10-15
MidAtlantic Capital Management, Inc.
UNCHANGED42,88742,88700%$5.1M$5.3M+$175.4K2026-11-05
Norden Group LLC
DECREASED42,10344,044-1,941-4%$5.2M$5.2M-$58.7K2026-10-20
Modera Wealth Management, LLC
INCREASED41,71341,504+209+1%$4.9M$5.1M+$195.5K2026-10-28
Koshinski Asset Management, Inc.
DECREASED41,43641,702-266-1%$5.0M$5.1M+$137.7K2026-10-29
WealthPlan Investment Management, LLC
DECREASED40,99649,175-8,179-17%$5.9M$5.0M-$805.5K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED40,09342,112-2,019-5%$5.0M$4.9K-$5.0M2026-10-21
Chicago Partners Investment Group LLC
INCREASED40,07738,451+1,626+4%$4.4M$4.7M+$288.7K2026-10-27
Hill Island Financial LLC
DECREASED39,85943,668-3,809-9%$5.2M$4.9M-$290.2K2026-10-20
Lionshead Wealth Management, LLC
DECREASED39,55142,074-2,523-6%$5.0M$4.9M-$138.6K2026-10-21
Greenwood Gearhart LLC
DECREASED38,94839,680-732-2%$4.7M$4.8M+$72.3K2026-11-02
Foresight Capital Management Advisors, Inc.
DECREASED38,66142,612-3,951-9%$5.1M$4.8M-$312.0K2026-10-27
US Bancorp \de\
INCREASED37,98933,075+4,914+15%$3.9M$4.7M+$740.1K2026-11-05
Clear Retirement Advice LLC
DECREASED37,80438,534-730-2%$4.6M$4.7M+$67.7K2026-10-22
Financial Network Wealth Advisors LLC
INCREASED37,73633,345+4,391+13%$4.0M$4.6M+$676.8K2026-10-28
XY Planning Network, Inc.
INCREASED37,44736,564+883+2%$4.4M$4.6M+$258.3K2026-10-14
Motive Wealth Advisors
DECREASED37,01239,922-2,910-7%$4.8M$4.6M-$194.9K2026-10-26
Victory Financial Group, LLC
DECREASED36,78540,456-3,671-9%$4.8M$4.5M-$286.3K2026-10-27
FCG Investment Co
INCREASED36,54436,489+55+0%$4.3M$4.5M+$156.0K2026-10-13
GoalVest Advisory LLC
DECREASED36,27243,722-7,450-17%$5.2M$4.5M-$738.1K2026-10-02
Kingswood Wealth Advisors, LLC
DECREASED36,20736,821-614-2%$4.4M$4.5M+$75.1K2026-10-23
RKL Wealth Management LLC
INCREASED36,01931,530+4,489+14%$3.8M$4.4M+$681.5K2026-10-16
Visionary Wealth Advisors
DECREASED34,72136,728-2,007-5%$4.4M$4.3M-$96.9K2026-11-04
MBM Wealth Consultants, LLC
INCREASED34,71433,944+770+2%$4.0M$4.3M+$233.6K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED34,49335,659-1,166-3%$4.2M$4.2M+$2.3K2026-10-06
Rainier Family Wealth Inc
DECREASED34,43339,149-4,716-12%$4.7M$4.2M-$420.3K2026-11-02
Winthrop Advisory Group LLC
DECREASED34,13834,289-1510%$4.1M$4.2M+$121.7K2026-10-22
Curran Financial Partners, LLC
INCREASED34,05323,999+10,054+42%$2.9M$4.2M+$1.3M2026-11-04
Valeo Financial Advisors, LLC
DECREASED33,97634,211-235-1%$4.1M$4.2M+$111.0K2026-10-08
Wiregrass Investment Management LLC
INCREASED33,90430,439+3,465+11%$3.6M$4.2M+$551.0K2026-11-05
SkyOak Wealth, LLC
INCREASED33,60533,488+117+0%$4.0M$4.1M+$151.4K2026-10-28
Larson Financial Group LLC
DECREASED33,37333,826-453-1%$4.0M$4.1M+$82.7K2026-11-05
Waystone Advisors LLC
UNCHANGED32,62732,62700%$3.9M$3.9M$02026-10-16
Camden National Bank
INCREASED32,57930,054+2,525+8%$3.6M$4.0M+$433.7K2026-11-02
Atticus Wealth Management, LLC
INCREASED31,96631,866+100+0%$3.8M$3.9M+$142.7K2026-10-20
Towerpoint Wealth, LLC
DECREASED31,94533,225-1,280-4%$4.0M$3.9M-$21.7K2026-10-13
Marietta Wealth Management, LLC
UNCHANGED31,89231,89200%$3.8M$3.9M+$119.3K2026-10-22
Keudell ison Wealth Management
INCREASED31,42230,505+917+3%$3.6M$3.9M+$237.6K2026-10-16
Mission Wealth Management, LP
DECREASED30,61833,948-3,330-10%$4.0M$3.8M-$271.0K2026-10-15
Shum Financial Group, Inc.
DECREASED30,17730,587-410-1%$3.6M$3.7M+$74.6K2026-10-13
StoneCrest Wealth Management, Inc.
INCREASED29,90329,727+176+1%$3.5M$3.7M+$143.2K2026-11-03
Kuhn & Co Investment Counsel
UNCHANGED29,79029,79000%$3.5M$3.7M+$121.8K2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED28,73228,617+115+0%$3.4M$3.5M+$131.2K2026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED28,55628,55600%$3.4M$3.5M+$116.8K2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED28,38428,353+31+0%$3.4M$3.5M+$119.9K2026-10-16
Wrenne Financial Planning LLC
DECREASED28,33928,414-750%$3.4M$3.5M+$107.1K2026-10-30
MBL Wealth, LLC
DECREASED28,03131,522-3,491-11%$3.8M$3.5M-$300.7K2026-10-22
Palatine Hill Wealth Management, LLC
INCREASED27,90323,409+4,494+19%$2.8M$3.4M+$648.9K2026-11-03
Summit Investment Advisory Services, LLC
DECREASED27,85327,941-880%$3.3M$3.4M+$103.4K2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED27,49727,576-790%$3.3M$3.4M+$103.1K2026-10-13
Lanark Financial, Inc.
DECREASED27,42727,491-640%$3.3M$3.4M+$104.6K2026-10-26
Balefire, LLC
DECREASED27,08428,228-1,144-4%$3.4M$3.3M-$25.3K2026-10-09
WealthPLAN Partners, LLC
DECREASED26,12330,831-4,708-15%$3.7M$3.2M-$453.4K2026-10-15
Rede Wealth, LLC
INCREASED26,05425,846+208+1%$3.1M$3.2M+$131.4K2026-10-22
15 Wealth Advisors LLC
NEW25,856—+25,856——$3.2M—2026-10-14
Global Assets Advisory, LLC
INCREASED25,35725,036+321+1%$3.0M$3.2M+$212.6K2026-10-28
Beacon Capital Management, LLC
INCREASED24,97516,687+8,288+50%$2.0M$3.1M+$1.1M2026-10-23
Stevens Capital Partners
DECREASED24,93625,800-864-3%$3.1M$3.1M-$8502026-10-29
Cooper Financial Group
DECREASED24,34225,016-674-3%$3.0M$3.0M+$19.3K2026-10-07
Assetmark, Inc
DECREASED23,89457,027-33,133-58%$6.8M$2.9M-$3.8M2026-10-21
Iowa State Bank
DECREASED23,85423,878-240%$2.8M$2.9M+$94.7K2026-10-06
Golden State Wealth Management, LLC
DECREASED23,81432,876-9,062-28%$3.9M$2.9M-$981.0K2026-11-02
Titleist Asset Management, LLC
INCREASED23,38920,771+2,618+13%$2.5M$2.9M+$407.2K2026-10-08
Apollon Wealth Management, LLC
INCREASED23,10221,185+1,917+9%$2.5M$2.8M+$322.6K2026-10-23
Triton Wealth Management, Pllc
DECREASED22,97223,225-253-1%$2.7M$2.7M-$60.7K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED22,75632,201-9,445-29%$3.8M$2.8M-$1.0M2026-10-20
Intrua Financial, LLC
INCREASED22,58422,544+40+0%$2.7M$2.8M+$97.2K2026-10-28
Altfest L J & Co Inc
INCREASED22,42621,734+692+3%$2.6M$2.8M+$174.0K2026-10-27
Breachway Investments LLC
DECREASED22,37627,391-5,015-18%$3.3M$2.8M-$505.2K2026-10-19
Mitchell Sinkler & Starr
UNCHANGED22,04022,04000%$2.6M$2.7M+$90.1K2026-10-13
Financial Futures Ltd Liability Co.
DECREASED21,93922,159-220-1%$2.6M$2.7M+$63.5K2026-10-13
Mcdonald Partners LLC
DECREASED21,46621,891-425-2%$2.6M$2.6M+$37.2K2026-11-03
Triad Wealth Partners, LLC
INCREASED21,22618,488+2,738+15%$2.2M$2.6M+$400.2K2026-10-26
Aspetuck Financial Management LLC
DECREASED20,83022,227-1,397-6%$2.6M$2.6M-$81.0K2026-11-04
McAdam, LLC
INCREASED20,75419,907+847+4%$2.4M$2.6M+$185.7K2026-10-21
CWA Asset Management Group, LLC
DECREASED20,40921,313-904-4%$2.5M$2.5M-$24.1K2026-10-19
Meridian Financial Advisors, LLC
DECREASED20,31520,339-240%$2.4M$2.5M+$80.3K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED20,12119,889+232+1%$2.4M$2.5M+$109.9K2026-10-16
MKT Advisors LLC
DECREASED19,80920,623-814-4%$2.4M$2.5M+$41.5K2026-10-20
Fulton Bank, N.A.
INCREASED19,5326,607+12,925+196%$786.2K$2.4M+$1.6M2026-10-14
Elevation Capital Advisory, LLC
DECREASED19,52131,913-12,392-39%$3.8M$2.4M-$1.4M2026-10-29
Signal Advisors Wealth, LLC
DECREASED19,26021,991-2,731-12%$2.6M$2.4M-$246.2K2026-10-13
Citigroup Inc
DECREASED19,14831,278-12,130-39%$3.7M$2.4M-$1.4M2026-11-04
Optivise Advisory Services LLC
DECREASED18,81818,967-149-1%$2.3M$2.3M+$59.3K2026-10-19
SevenBridge Financial Group, LLC
INCREASED18,80716,971+1,836+11%$2.1M$2.3M+$190.7K2026-10-26
Tradewinds Capital Management, LLC
DECREASED18,64018,692-520%$2.2M$2.3M+$70.0K2026-10-23
Idaho Trust Co
DECREASED18,35024,852-6,502-26%$3.0M$2.3M-$698.6K2026-11-04
Ring Mountain Capital, LLC
DECREASED18,33318,518-185-1%$2.2M$2.3M+$53.0K2026-10-13
Navigate Wealth Management, LLC
DECREASED18,27120,424-2,153-11%$2.4M$2.3M-$76.7K2026-10-14
Three Bridge Wealth Advisors, LLC
UNCHANGED18,20018,20000%$2.2M$2.2M+$74.4K2026-11-05
Parsons Capital Management Inc
INCREASED17,97917,838+141+1%$2.1M$2.2M+$90.3K2026-10-28
HBW Advisory Services LLC
DECREASED17,94418,459-515-3%$2.2M$2.2M+$12.1K2026-10-15
Foronjy Financial LLC
INCREASED17,90615,509+2,397+15%$1.8M$2.2M+$358.5K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED17,63820,088-2,450-12%$2.4M$2.2M-$219.4K2026-11-02
Bokf, NA
INCREASED17,57712,560+5,017+40%$1.5M$2.2M+$668.9K2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED17,45423,458-6,004-26%$2.8M$2.1M-$605.9K2026-10-13
Fell Capital Management
INCREASED17,44517,248+197+1%$2.1M$2.1M+$94.8K2026-10-09
Third View Private Wealth, LLC
DECREASED17,37018,606-1,236-7%$2.2M$2.1M-$76.0K2026-10-30
Alliance Private Wealth, LLC
DECREASED17,35021,022-3,672-17%$2.5M$2.1M-$366.0K2026-10-20
Davenport & Co LLC
INCREASED16,7398,968+7,771+87%$1.1M$2.1M+$993.2K2026-10-14
Bill Few Associates, Inc.
INCREASED16,69715,808+889+6%$1.9M$2.1M+$174.1K2026-10-09
Ignite Planners, LLC
INCREASED16,67016,281+389+2%$1.9M$2.0M+$105.1K2026-10-14
Latitude Advisors, LLC
INCREASED16,64316,464+179+1%$2.0M$2.0M+$89.4K2026-10-27
Integrity Wealth Partners, LLC
NEW16,522—+16,522——$2.0M—2026-10-14
Trust Co of Toledo NA
UNCHANGED16,51716,51700%$2.0M$2.0M+$67.6K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
INCREASED16,45316,412+41+0%$1.9M$2.1M+$129.6K2026-10-19
VestGen Advisors, LLC
DECREASED16,22317,163-940-5%$2.0M$2.0M-$45.5K2026-10-27
Vise Technologies, Inc.
INCREASED16,17012,209+3,961+32%$1.5M$2.0M+$537.5K2026-10-29
Jericho Financial, LLP
DECREASED16,10016,557-457-3%$2.0M$2.0M+$11.5K2026-10-13
Wall Capital Group, Inc.
DECREASED16,05916,268-209-1%$1.9M$2.0M+$40.8K2026-10-14
Wealth Advisors Northwest LLC
DECREASED15,96920,230-4,261-21%$2.4M$2.0M-$441.7K2026-10-29
River Street Advisors LLC
INCREASED15,77615,669+107+1%$1.9M$1.9M+$77.3K2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
DECREASED15,61115,697-86-1%$1.9M$1.9M+$53.7K2026-10-21
Mascagni Wealth Management, Inc.
DECREASED15,49516,010-515-3%$1.9M$1.9M+$2.1K2026-10-23
Eclectic Associates Inc
INCREASED15,28615,122+164+1%$1.8M$1.9M+$82.0K2026-10-09
Fidelity D & D Bancorp Inc
UNCHANGED15,26315,26300%$1.8M$1.9M+$62.4K2026-11-05
Pinnacle Associates LTD
DECREASED15,13815,170-320%$1.8M$1.9M+$58.1K2026-10-20
HUB Investment Partners, LLC
DECREASED15,11915,616-497-3%$1.9M$1.9M+$2.7K2026-11-03
First Financial Corp
UNCHANGED15,03215,03200%$1.8M$1.9M+$61.5K2026-10-13
Asset One Wealth Management LLC
DECREASED14,96115,729-768-5%$1.9M$1.8M-$45.6K2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW14,948—+14,948——$1.8M—2026-10-16
Alliance Wealth Advisors, LLC
DECREASED14,49215,373-881-6%$1.8M$1.8M-$45.6K2026-10-28
Perigon Wealth Management, LLC
DECREASED14,45414,833-379-3%$1.8M$1.8M+$14.1K2026-10-22
Crusonia Wealth Advisors LLC
INCREASED14,27310,048+4,225+42%$1.2M$1.8M+$561.1K2026-10-26
Fragasso Financial Advisors Inc
DECREASED14,18114,515-334-2%$1.7M$1.8M+$56.1K2026-10-13
Krilogy Financial LLC
DECREASED14,13214,184-520%$1.7M$1.8M+$81.5K2026-10-13
Private Client Services, LLC
DECREASED13,91615,370-1,454-9%$1.8M$1.7M-$116.1K2026-10-02
Grant Private Wealth Management Inc
DECREASED13,50614,206-700-5%$1.7M$1.7M-$28.1K2026-10-19
AdvisorNet Financial, Inc
INCREASED13,46311,253+2,210+20%$1.3M$1.7M+$313.3K2026-10-15
Thrive Capital Management, LLC
INCREASED13,32513,104+221+2%$1.6M$1.6M+$80.8K2026-10-28
Soltis Investment Advisors LLC
INCREASED13,28611,690+1,596+14%$1.4M$1.6M+$244.3K2026-10-28
SAX Wealth Advisors, LLC
DECREASED12,99615,920-2,924-18%$1.6M$1.6M+$40.8K2026-10-13
Peck Wealth Management, LLC
DECREASED12,63012,830-200-2%$1.5M$1.6M+$27.9K2026-10-29
SFG Wealth Management, Llc.
DECREASED12,62912,663-340%$1.5M$1.6M+$47.6K2026-10-23
Caldwell Trust Co
DECREASED12,54012,569-290%$1.5M$1.5M+$47.8K2026-10-30
MY Wealth Management Inc.
UNCHANGED12,46012,46000%$1.5M$1.5M+$51.0K2026-10-21
Systelligence, LLC
DECREASED12,371177,580-165,209-93%$21.1M$3.5M-$17.6M2026-11-05
Sunesis Advisors, LLC
UNCHANGED12,22112,22100%$1.5M$1.5M+$50.0K2026-10-26
Ayalon Insurance Comp Ltd.
UNCHANGED12,12212,12200%$1.4K$1.5K+$502026-10-08
Verdence Capital Advisors LLC
INCREASED12,08510,110+1,975+20%$1.2M$1.5M+$284.5K2026-10-26
Sanchez Wealth Management Group
DECREASED12,058103,824-91,766-88%$12.4M$1.5M-$10.9M2026-11-02
CV Advisors LLC
UNCHANGED12,03512,03500%$1.4M$1.5M+$49.2K2026-10-13
Tennessee Valley Asset Management Partners
DECREASED11,95212,779-827-6%$1.5M$1.5M-$49.5K2026-11-03
Confluence Wealth Services, Inc.
DECREASED11,85825,618-13,760-54%$3.0M$1.5M-$1.6M2026-11-05
Waldron Private Wealth LLC
UNCHANGED11,69611,69600%$1.4M$1.4M+$47.8K2026-11-02
TSG Advice Partners, LLC
NEW11,564—+11,564——$1.4M—2026-10-29
RHS Financial, LLC
NEW11,520—+11,520——$1.4M—2026-10-13
Interchange Capital Partners, LLC
DECREASED11,51111,570-59-1%$1.4M$1.4M+$40.1K2026-10-28
Newport Capital Group, LLC
NEW11,438—+11,438——$1.4M—2026-10-16
Quadcap Wealth Management, LLC
DECREASED11,28711,596-309-3%$1.4M$1.4M+$9.4K2026-11-02
Sherman Wealth Management LLC
INCREASED11,24711,061+186+2%$1.3M$1.4M+$68.1K2026-10-16
Advus Financial Partners, LLC
DECREASED11,15811,277-119-1%$1.3M$1.4M+$31.5K2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED11,08411,287-203-2%$1.3M$1.4M+$21.2K2026-10-22
Sigma Planning Corp
DECREASED11,07012,293-1,223-10%$1.5M$1.4M-$102.5K2026-10-23
Twelve Points Wealth Management LLC
DECREASED11,00511,007-20%$1.3M$1.3M-$28.5K2026-11-03
Bay Capital Advisors, LLC
DECREASED10,94710,988-410%$1.3M$1.3M+$39.8K2026-10-16
Fiduciary Alliance LLC
DECREASED10,92113,663-2,742-20%$1.6M$1.3M-$281.6K2026-10-13
Centerpoint Advisors, LLC
DECREASED10,86711,283-416-4%$1.3M$1.3K-$1.3M2026-11-05
TD Private Client Wealth LLC
INCREASED10,7583,689+7,069+192%$439.0K$1.3M+$885.1K2026-10-28
Arcadia Wealth Management, LLC
DECREASED10,72012,446-1,726-14%$1.5M$1.3M-$161.5K2026-10-22
Midwest Trust Co
INCREASED10,6215,863+4,758+81%$697.6K$1.3M+$609.6K2026-10-22
Lantz Financial LLC
UNCHANGED10,57710,57700%$1.3M$1.3M+$43.3K2026-10-15
Global Financial Private Client, LLC
INCREASED10,5579,440+1,117+12%$1.1M$1.3M+$176.1K2026-10-15
Capital Management Associates, Inc
INCREASED10,48810,233+255+2%$1.2M$1.3M+$73.2K2026-10-20
GGM Financial LLC
INCREASED10,46810,385+83+1%$1.2M$1.3M+$52.6K2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED10,3969,534+862+9%$1.1M$1.3M+$145.1K2026-11-04
Redwood Financial Network Corp
INCREASED10,3128,522+1,790+21%$1.0M$1.3M+$255.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED10,31210,303+9+0%$1.2M$1.3M+$43.2K2026-10-07
TD Waterhouse Canada Inc.
INCREASED10,2999,750+549+6%$1.2M$1.3M+$116.7K2026-10-16
Mather Group, Llc.
INCREASED10,2099,767+442+5%$1.2M$1.3M+$94.4K2026-10-14
Arlington Trust Co LLC
UNCHANGED10,16610,16600%$1.2M$1.3M+$41.6K2026-10-20
Certified Advisory Corp
DECREASED10,15510,773-618-6%$1.3M$1.2M-$32.0K2026-10-29
XML Financial, LLC
NEW10,147—+10,147——$1.2M—2026-10-29
FC Advisory LLC
DECREASED10,14010,141-10%$1.2M$1.2M+$41.3K2026-10-05
Spire Wealth Management
DECREASED10,09610,260-164-2%$1.2M$1.2M+$21.8K2026-10-30
Virtue Capital Management, LLC
INCREASED10,0745,316+4,758+90%$632.6K$1.2M+$607.3K2026-10-29
Signaturefd, LLC
INCREASED9,9959,950+45+0%$1.2M$1.2M+$46.3K2026-10-23
Wells Financial Advisors Inc
DECREASED9,98011,977-1,997-17%$1.4M$1.2M-$196.8K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED9,9488,996+952+11%$1.1M$1.2M+$153.9K2026-11-03
Retirement Planning Group, LLC
INCREASED9,9399,631+308+3%$1.1M$1.2M+$77.3K2026-10-19
John W. Brooker & Co., CPAs
DECREASED9,90610,149-243-2%$1.2M$1.2M+$11.6K2026-10-21
Tucker Asset Management LLC
DECREASED9,8589,907-490%$1.2M$1.2M+$34.5K2026-10-29
Fortitude Family Office, LLC
INCREASED9,8007,000+2,800+40%$832.9K$1.2M+$373.3K2026-10-14
Facet Wealth, Inc.
INCREASED9,7479,549+198+2%$1.1M$1.2M+$63.4K2026-11-04
D.A. Davidson & Co.
DECREASED9,6509,726-76-1%$1.2M$1.2M+$30.4K2026-10-28
Laurel Wealth Advisors LLC
INCREASED9,5109,481+29+0%$1.1M$1.2M+$42.3K2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED9,49010,304-814-8%$1.2M$1.2M-$58.0K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED9,43810,180-742-7%$1.2M$1.2M-$49.7K2026-10-13
Monetary Solutions, Ltd
INCREASED9,4248,209+1,215+15%$976.8K$1.2M+$183.1K2026-10-22
Bensler, LLC
INCREASED9,3779,375+2+0%$1.1M$1.2M+$38.6K2026-11-05
Altman Advisors, Inc.
DECREASED9,331100,703-91,372-91%$1.3M$1.1M-$150.1K2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED9,31510,179-864-8%$1.2M$1.1M-$64.8K2026-10-27
Apella Capital, LLC
DECREASED9,29911,080-1,781-16%$1.3M$1.2M-$131.0K2026-10-08
PFG Advisors
DECREASED9,2819,594-313-3%$1.1M$1.1M+$7842026-10-16
Creative Financial Designs Inc
DECREASED9,2819,320-390%$1.1M$1.1M+$33.3K2026-11-04
Swmg, LLC
NEW9,246—+9,246——$1.1M—2026-10-23
Ritholtz Wealth Management
INCREASED9,0971,777+7,320+412%$211.5K$1.1M+$908.2K2026-11-05
Prosperity Planning, Inc.
DECREASED9,0289,598-570-6%$1.1M$1.1M-$30.9K2026-10-09
Dahring | Cusmano LLC
INCREASED8,8958,381+514+6%$997.2K$1.1M+$97.7K2026-11-03
Orin Green Financial, LLC
UNCHANGED8,8618,86100%$1.1M$1.1M+$36.2K2026-10-19
Wedbush Securities Inc
DECREASED8,81312,575-3,762-30%$1.5M$1.1K-$1.5M2026-10-22
Uptick Partners, LLC
DECREASED8,7589,394-636-7%$1.1M$1.1M-$39.9K2026-11-04
Lyell Wealth Management, LP
INCREASED8,7558,438+317+4%$1.0M$1.1M+$73.6K2026-10-30
Accredited Investors Inc.
INCREASED8,7108,697+13+0%$1.0M$1.1M+$37.2K2026-11-03
GC Wealth Management RIA, LLC
INCREASED8,6318,319+312+4%$989.9K$1.1M+$72.5K2026-11-02
Solutions 4 Wealth, Ltd
INCREASED8,5886,915+1,673+24%$822.9K$1.1M+$234.1K2026-11-03
AMG National Trust Bank
INCREASED8,4398,388+51+1%$998.1K$1.0M+$40.6K2026-11-05
Oregon Pacific Wealth Management, LLC
INCREASED8,3698,262+107+1%$983.1K$1.0M+$47.0K2026-10-20
Ballast Rock Private Wealth LLC
INCREASED8,2048,195+9+0%$975.1K$1.0M+$34.7K2026-10-26
Willner & Heller, LLC
INCREASED8,0928,084+8+0%$961.9K$996.0K+$34.1K2026-10-28
King Luther Capital Management Corp
UNCHANGED8,0008,00000%$951.9K$984.6K+$32.7K2026-11-05
Root Financial Partners, LLC
INCREASED7,9056,605+1,300+20%$785.9K$973.0K+$187.0K2026-10-21
NWF Advisory Services Inc.
INCREASED7,7705,563+2,207+40%$661.9K$956.3K+$294.4K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED7,5856,959+626+9%$828.1K$933.6K+$105.5K2026-10-29
Advisor Resource Council
DECREASED7,5638,383-820-10%$995.2K$950.9K-$44.3K2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED7,4047,530-126-2%$896.0K$930.9K+$34.9K2026-10-09
StoneX Group Inc.
INCREASED7,3923,047+4,345+143%$362.6K$909.9K+$547.3K2026-11-03
4Wealth Advisors, Inc.
INCREASED7,3177,165+152+2%$841.2K$901.4K+$60.2K2026-10-13
Flagship Private Wealth, LLC
DECREASED7,2807,301-210%$868.7K$896.0K+$27.3K2026-11-05
Angeles Wealth Management, LLC
DECREASED7,2577,354-97-1%$875.1K$893.2K+$18.1K2026-10-26
Wallington Asset Management, LLC
DECREASED7,2307,290-60-1%$867.4K$889.9K+$22.4K2026-11-04
Principle Wealth Partners LLC
UNCHANGED7,2017,20100%$856.8K$886.3K+$29.5K2026-11-02
Greenleaf Trust
INCREASED7,1606,592+568+9%$784.4K$881.3K+$96.9K2026-10-29
McClarren Financial Advisors, Inc.
INCREASED7,1177,111+6+0%$846.1K$876.0K+$29.9K2026-10-15
Compound Planning, Inc.
DECREASED7,0958,745-1,650-19%$1.0M$873.3K-$167.3K2026-11-05
Tempus Wealth Planning, LLC
DECREASED7,0437,097-54-1%$844.5K$866.9K+$22.4K2026-10-14
Capital Investment Advisors, LLC
INCREASED7,0316,664+367+6%$792.9K$865.4K+$72.5K2026-10-22
Diversified Enterprises, LLC
UNCHANGED6,9876,98700%$831.4K$860.0K+$28.7K2026-10-19
Sightline Wealth Advisors, LLC
DECREASED6,81059,201-52,391-88%$7.0M$838.2K-$6.2M2026-10-21
Parallel Advisors, LLC
INCREASED6,7485,989+759+13%$712.6K$830.6K+$118.0K2026-11-03
626 Financial, LLC
DECREASED6,7097,424-715-10%$883.4K$825.7K-$57.6K2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED6,6836,698-150%$797.0K$822.5K+$25.5K2026-10-13
SBI Securities Co., Ltd.
INCREASED6,6766,667+9+0%$793.3K$821.7K+$28.4K2026-10-22
Focus Financial Network, Inc.
INCREASED6,5206,507+13+0%$774.2K$802.5K+$28.3K2026-10-14
Core Wealth Advisors, LLC
DECREASED6,4666,944-478-7%$826.3K$795.8K-$30.5K2026-11-05
Selby Wealth Management, LLC
UNCHANGED6,4436,44300%$766.7K$793.0K+$26.4K2026-10-16
Tandem Capital Management Corp
INCREASED6,4156,365+50+1%$757.4K$789.6K+$32.2K2026-10-22
Valtinson Bruner Financial Planning LLC
INCREASED6,2805,493+787+14%$653.6K$772.9K+$119.3K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED6,2505,496+754+14%$654.0K$769.3K+$115.3K2026-11-02
Csenge Advisory Group
INCREASED6,2226,029+193+3%$717.4K$765.8K+$48.4K2026-11-04
Gryphon Financial Partners LLC
INCREASED6,2192,424+3,795+157%$288.4K$765.4K+$477.0K2026-11-04
Cassilly Financial Group LLC
INCREASED6,1485,980+168+3%$711.6K$756.7K+$45.1K2026-10-07
Aprio Wealth Management, LLC
INCREASED6,0935,728+365+6%$681.5K$749.9K+$68.4K2026-10-28
Indivisible Partners
INCREASED6,0186,011+7+0%$715.2K$740.7K+$25.5K2026-10-26
Black Diamond Financial, LLC
DECREASED5,9226,022-100-2%$716.6K$728.9K+$12.3K2026-10-26
Innovative Wealth Building LLC
INCREASED5,9045,401+503+9%$642.6K$726.6K+$84.0K2026-10-14
Integrated Advisors Network LLC
DECREASED5,8997,162-1,263-18%$852.2K$726.0K-$126.2K2026-10-20
Crescent Sterling, Ltd.
DECREASED5,8506,207-357-6%$738.6K$720.0K-$18.6K2026-10-16
Go Invest LLC
INCREASED5,8365,751+85+1%$684.3K$718.3K+$33.9K2026-10-09
Perryman Financial Advisory Inc
INCREASED5,8315,785+46+1%$688.4K$717.7K+$29.3K2026-10-16
Patten & Patten Inc
DECREASED5,7426,006-264-4%$714.6K$706.8K-$7.9K2026-10-26
Kroeger Financial Partners
UNCHANGED5,6755,67500%$675.3K$698.5K+$23.2K2026-10-19
SteelPeak Wealth, LLC
DECREASED5,6685,845-177-3%$695.5K$697.6K+$2.1K2026-10-16
APS Management Group, Inc.
DECREASED5,6555,682-270%$676.1K$696.0K+$19.9K2026-10-14
Hiley Hunt Wealth Management
UNCHANGED5,5775,57700%$663.6K$686.4K+$22.9K2026-10-08
PKS Advisory Services, LLC
UNCHANGED5,5735,57300%$663.2K$663.2K$02026-10-26
Clark Asset Management, LLC
INCREASED5,5255,524+1+0%$657.3K$680.0K+$22.6K2026-10-19
Fox Financial, Inc
UNCHANGED5,5165,51600%$656.3K$678.8K+$22.6K2026-10-29
Pettinga Financial Advisors LLC
NEW5,475—+5,475——$673.9K—2026-10-13
Jacobi Capital Management LLC
UNCHANGED5,4265,42600%$645.6K$667.8K+$22.2K2026-11-05
Wedmont Private Capital
INCREASED5,4225,094+328+6%$611.2K$676.3K+$65.1K2026-10-09
Valpey Financial Services, LLC
INCREASED5,3835,367+16+0%$638.6K$662.6K+$24.0K2026-10-30
Sound Income Strategies, LLC
INCREASED5,3245,289+35+1%$629.3K$664.1K+$34.7K2026-10-09
First Horizon Corp
UNCHANGED5,3205,32000%$633.0K$654.8K+$21.8K2026-10-26
Realta Investment Advisors
INCREASED5,1964,735+461+10%$563.4K$639.5K+$76.1K2026-10-14
Beacon Bank & Trust
DECREASED5,1825,694-512-9%$677.5K$637.8K-$39.7K2026-10-27
Pinion Investment Advisors, LLC
DECREASED5,1706,872-1,702-25%$817.7K$636.3K-$181.4K2026-11-04
Linscomb Wealth, Inc.
UNCHANGED5,1575,15700%$613.7K$634.7K+$21.1K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED5,1295,134-50%$610.9K$631.3K+$20.4K2026-10-27
Guardsman Private Capital Management, Inc.
UNCHANGED5,1175,11700%$608.9K$629.8K+$20.9K2026-10-19
Ebert Capital Management Inc.
UNCHANGED5,0755,07500%$603.9K$624.6K+$20.8K2026-10-08
Mlp3, LLC
INCREASED5,0703,789+1,281+34%$450.9K$624.1K+$173.2K2026-10-22
Somerset Trust Co
DECREASED5,0685,107-39-1%$607.7K$623.8K+$16.1K2026-10-13
Worth Financial Advisory Group, LLC
DECREASED4,9845,092-108-2%$605.9K$613.5K+$7.6K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED4,9823,800+1,182+31%$452.2K$613.1K+$161.0K2026-10-13
TCP Asset Management, LLC
DECREASED4,9024,952-50-1%$589.2K$610.9K+$21.6K2026-10-14
Fusion Capital, LLC
DECREASED4,8804,901-210%$583.1K$600.7K+$17.6K2026-10-28
Daymark Wealth Partners, LLC
DECREASED4,8214,857-36-1%$577.9K$593.4K+$15.4K2026-11-04
Arrow Financial Corp
UNCHANGED4,7924,79200%$570.2K$589.8K+$19.6K2026-10-26
Americana Partners, LLC
UNCHANGED4,7654,76500%$567.0K$586.5K+$19.5K2026-10-28
FWG Investments, Llc.
INCREASED4,7524,451+301+7%$529.7K$584.8K+$55.2K2026-11-03
Samalin Investment Counsel, LLC
INCREASED4,7494,746+3+0%$564.7K$584.5K+$19.8K2026-10-23
Silverlake Wealth Management LLC
DECREASED4,7314,913-182-4%$584.6K$582.2K-$2.4K2026-10-21
Juncture Wealth Strategies, LLC
DECREASED4,7205,166-446-9%$614.7K$580.9K-$33.8K2026-10-06
Liberty Atlantic Advisors LLC
INCREASED4,6694,562+107+2%$542.8K$574.7K+$31.8K2026-10-14
AlphaCore Capital LLC
INCREASED4,6164,536+80+2%$539.7K$568.2K+$28.5K2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED4,6035,056-453-9%$601.7K$566.5K-$35.2K2026-10-16
Tactive Advisors, LLC
UNCHANGED4,6014,60100%$547.5K$566.3K+$18.8K2026-10-08
Rossby Financial, LCC
INCREASED4,5902,353+2,237+95%$279.9K$564.9K+$285.0K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED4,5664,810-244-5%$572.3K$562.0K-$10.4K2026-10-13
Sage Mountain Advisors LLC
DECREASED4,5034,504-10%$535.9K$554.2K+$18.3K2026-11-02
Bernardo Wealth Planning LLC
INCREASED4,4902,398+2,092+87%$285.3K$552.6K+$267.3K2026-10-23
Leo Wealth, LLC
NEW4,428—+4,428——$545.0K—2026-10-26
Stiles Financial Services Inc
DECREASED4,4114,688-277-6%$557.8K$542.9K-$14.9K2026-10-30
RMR Wealth Builders
INCREASED4,3954,357+38+1%$518.4K$540.9K+$22.5K2026-10-22
Waterway Wealth Management, LLC
UNCHANGED4,3184,31800%$513.8K$531.5K+$17.7K2026-10-28
rebel Financial LLC
DECREASED4,30014,211-9,911-70%$1.7M$529.2K-$1.2M2026-11-04
Copper Harbor Investment Advisors, LLC
INCREASED4,2294,225+4+0%$502.7K$520.5K+$17.8K2026-10-16
Aviso Wealth Management
DECREASED4,2274,374-147-3%$520.5K$520.3K-$2002026-11-04
JFS Wealth Advisors, LLC
INCREASED4,2244,140+84+2%$492.6K$519.9K+$27.3K2026-11-03
Stegent Equity Advisors, Inc.
DECREASED4,1975,271-1,074-20%$627.2K$516.6K-$110.6K2026-10-13
Rockline Wealth Management, LLC
INCREASED4,1774,076+101+2%$485.0K$514.1K+$29.1K2026-10-26
Mayfair Advisory Group, LLC
INCREASED4,1424,092+50+1%$470.4K$509.7K+$39.4K2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED4,1284,342-214-5%$516.7K$508.1K-$8.6K2026-10-19
WJ Wealth Management, LLC
UNCHANGED4,1074,10700%$488.7K$505.5K+$16.8K2026-11-03
Sharkey, Howes & Javer
DECREASED4,1044,189-85-2%$498.4K$505.1K+$6.7K2026-10-22
Accel Wealth Management
UNCHANGED4,1044,10400%$488.3K$505.1K+$16.8K2026-10-13
Dutch Asset Corp
INCREASED4,0913,925+166+4%$467.0K$503.5K+$36.5K2026-10-20
DWR Wealth Management, LLC
NEW4,088—+4,088——$503.6K—2026-10-13
Sonata Capital Group Inc
UNCHANGED4,0554,05500%$482.5K$499.1K+$16.6K2026-10-19
Old Mission Investment Co LLC
UNCHANGED4,0374,03700%$480.4K$496.9K+$16.5K2026-10-22
Eagle Global Advisors LLC
UNCHANGED4,0104,01000%$477.2K$493.6K+$16.4K2026-11-02
Delta Capital Management LLC
UNCHANGED4,0004,00000%$476$492+$162026-10-16
Total Clarity Wealth Management, Inc.
INCREASED3,9873,656+331+9%$435.0K$490.7K+$55.7K2026-10-26
ETF Store, Inc.
INCREASED3,9753,972+3+0%$472.6K$489.2K+$16.6K2026-10-19
LifeGoal Investments, LLC
DECREASED3,9533,954-10%$470.5K$486.5K+$16.1K2026-10-09
SmartHarvest Portfolios, LLC
DECREASED3,9515,808-1,857-32%$691.1K$486.3K-$204.8K2026-10-26
Elser Financial Planning, Inc
INCREASED3,9331,462+2,471+169%$1.1M$3.0M+$1.9M2026-10-16
United Community Bank
INCREASED3,8583,500+358+10%$416.5K$474.8K+$58.4K2026-10-28
Kelly Financial Services LLC
INCREASED3,7863,483+303+9%$414.4K$466.0K+$51.6K2026-10-20
Cahaba Wealth Management, Inc.
INCREASED3,7833,365+418+12%$400.4K$465.6K+$65.2K2026-10-26
LVW Advisors, LLC
DECREASED3,7374,104-367-9%$488.3K$460.0K-$28.4K2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED3,7096,489-2,780-43%$772.1K$456.5K-$315.6K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED3,7003,980-280-7%$473.6K$455.4K-$18.2K2026-10-23
Crown Wealth Group, LLC
INCREASED3,6753,589+86+2%$427.1K$452.3K+$25.3K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,6683,481+187+5%$414.1K$451.5K+$37.3K2026-10-27
Smart Wealth LLC
INCREASED3,6313,392+239+7%$403.6K$446.9K+$43.2K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED3,5943,589+5+0%$427.2K$442.3K+$15.1K2026-11-05
Nations Financial Group Inc,
INCREASED3,5823,438+144+4%$409.1K$440.9K+$31.8K2026-11-05
Ejmk Ventures LLC
UNCHANGED3,5823,58200%$426.2K$440.9K+$14.7K2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED3,5713,040+531+17%$361.7K$439.5K+$77.8K2026-10-13
M Holdings Securities, Inc.
NEW3,569—+3,569——$425—2026-11-03
Trinity Wealth Management, LLC
INCREASED3,5113,359+152+5%$399.7K$432.1K+$32.4K2026-10-13
PDS Planning, Inc
NEW3,477—+3,477——$427.9K—2026-11-03
Financial Management Network Inc
DECREASED3,4683,637-169-5%$422.8K$432.1K+$9.4K2026-10-09
Gilpin Wealth Management, LLC
INCREASED3,4603,355+105+3%$399.2K$425.9K+$26.6K2026-10-09
KPP Advisory Services LLC
DECREASED3,4153,547-132-4%$422.1K$420.3K-$1.7K2026-10-26
Able Financial Group, LLC
UNCHANGED3,4133,41300%$406.1K$420.1K+$14.0K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED3,4003,349+51+2%$398.5K$418.5K+$20.0K2026-10-19
Snider Financial Group
INCREASED3,3823,289+93+3%$391.3K$416.2K+$24.9K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED3,3746,158-2,784-45%$732.7K$415.3K-$317.4K2026-11-04
Inspire Trust Co, N.A.
UNCHANGED3,3673,36700%$400.6K$414.4K+$13.8K2026-11-05
Aegis Wealth Management, Inc.
INCREASED3,3593,137+222+7%$373.3K$413.4K+$40.2K2026-10-26
Parkside Financial Bank & Trust
INCREASED3,3523,337+15+0%$397.1K$412.5K+$15.4K2026-10-27
Sepio Capital, LP
UNCHANGED3,3503,35000%$398.6K$412.3K+$13.7K2026-10-22
Evanson Financial, LLC
UNCHANGED3,3463,34600%$398.1K$411.8K+$13.7K2026-10-23
Sovran Advisors, LLC
DECREASED3,3233,990-667-17%$455.7K$397.3K-$58.4K2026-11-02
Choreo, LLC
INCREASED3,3232,856+467+16%$339.9K$409.0K+$69.1K2026-10-28
Centurion Wealth Management LLC
DECREASED3,3137,990-4,677-59%$950.7K$407.8K-$542.9K2026-10-13
Mustard Seed Financial, LLC
DECREASED3,2633,539-276-8%$421.1K$401.6K-$19.5K2026-10-30
Summit Wealth Group LLC / Co
INCREASED3,2602,963+297+10%$352.5K$401.3K+$48.8K2026-10-29
NorthCrest Asset Manangement, LLC
NEW3,256—+3,256——$406.1K—2026-10-13
Key Capital Management, Inc
INCREASED3,2343,230+4+0%$384.3K$398.0K+$13.7K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED3,1973,245-48-1%$386.1K$393.5K+$7.4K2026-11-04
Orange Investment Advisors, Inc.
DECREASED3,1953,881-686-18%$461.8K$393.2K-$68.6K2026-10-23
New Covenant Trust Company, N.A.
DECREASED3,1713,869-698-18%$460.4K$390.3K-$70.1K2026-10-08
Vima LLC
UNCHANGED3,1473,14700%$374.4K$387.3K+$12.9K2026-10-23
Ironwood Financial, llc
DECREASED3,1423,165-23-1%$373.8K$386.7K+$12.9K2026-10-20
Langley Wealth Management, LLC
DECREASED3,1343,138-40%$373.4K$385.7K+$12.3K2026-11-04
Ascentis Independent Advisors
NEW3,132—+3,132——$385.5K—2026-11-03
Financial Security Advisor, Inc.
INCREASED3,0753,072+3+0%$365.5K$378.5K+$13.0K2026-11-03
Matrix Asset Advisors Inc
UNCHANGED3,0473,04700%$362.6K$375.0K+$12.5K2026-10-13
Simon Quick Advisors, LLC
UNCHANGED3,0443,04400%$362.2K$374.7K+$12.5K2026-10-26
Badgley Phelps Wealth Managers, LLC
INCREASED3,0392,024+1,015+50%$240.8K$374.0K+$133.2K2026-10-22
KCM Investment Advisors LLC
UNCHANGED3,0283,02800%$360.3K$372.7K+$12.4K2026-10-27
NovaPoint Capital, LLC
INCREASED2,9962,937+59+2%$349.5K$368.7K+$19.3K2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED2,9932,969+24+1%$353.3K$368.4K+$15.0K2026-11-03
Accurate Wealth Management, LLC
DECREASED2,9573,371-414-12%$404.0K$370.4K-$33.6K2026-10-20
Ascentis Wealth Management, LLC
DECREASED2,9492,996-47-2%$356.6K$363.1K+$6.5K2026-11-03
Certuity, LLC
INCREASED2,9362,933+3+0%$348.9K$361.4K+$12.4K2026-11-02
Plimoth Trust Co LLC
UNCHANGED2,9112,91100%$346.4K$358.3K+$11.9K2026-10-26
Detalus Advisors, LLC
INCREASED2,8942,887+7+0%$343.5K$356.1K+$12.6K2026-10-15
Sowell Financial Services LLC
INCREASED2,8772,353+524+22%$279.9K$354.1K+$74.2K2026-10-23
Post Resch Tallon Group Inc.
DECREASED2,8742,974-100-3%$353.9K$353.7K-$1442026-10-09
Diversified Management Inc
DECREASED2,8675,230-2,363-45%$622.3K$352.9K-$269.4K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED2,8182,821-30%$335.7K$346.8K+$11.1K2026-10-30
Cutler Investment Counsel LLC
INCREASED2,8152,757+58+2%$328.1K$346.5K+$18.4K2026-10-28
Steel Grove Capital Advisors, LLC
UNCHANGED2,8102,81000%$334.4K$345.9K+$11.5K2026-10-13
Retirement Solution LLC
INCREASED2,7952,791+4+0%$332.2K$344.0K+$11.8K2026-10-27
Gemmer Asset Management LLC
INCREASED2,7932,187+606+28%$260.2K$343.8K+$83.6K2026-10-16
Reyes Financial Architecture, Inc.
UNCHANGED2,7852,78500%$331.4K$342.8K+$11.4K2026-10-22
Gill Capital Partners, LLC
UNCHANGED2,7772,77700%$330.4K$341.8K+$11.4K2026-10-13
Sage Rhino Capital LLC
UNCHANGED2,7712,77100%$329.7K$341.1K+$11.3K2026-10-28
Capital Investment Counsel, LLC
NEW2,750—+2,750——$338.5K—2026-10-14
Infinity Wealth Counsel, LLC
UNCHANGED2,7502,75000%$327.2K$338.5K+$11.2K2026-10-15
International Assets Investment Management, LLC
INCREASED2,7461,939+807+42%$229.7K$338.8K+$109.2K2026-11-02
RS Crum Inc.
UNCHANGED2,7232,72300%$324.0K$335.2K+$11.2K2026-10-19
Hibernia Wealth Partners, LLC
DECREASED2,7212,824-103-4%$336.0K$334.9K-$1.1K2026-10-29
Brighton Jones LLC
INCREASED2,7152,298+417+18%$273.5K$334.1K+$60.6K2026-11-03
Wealth Architects, LLC
NEW2,711—+2,711——$333.7K—2026-11-03
Manske Wealth Management
DECREASED2,7012,802-101-4%$333.4K$332.4K-$9712026-10-26
Olistico Wealth, LLC
UNCHANGED2,7002,70000%$321.3K$332.3K+$11.0K2026-10-05
Fairvoy Private Wealth, LLC
DECREASED2,6942,709-15-1%$322.3K$331.6K+$9.2K2026-10-19
Gamma Investing LLC
UNCHANGED2,6942,69400%$320.6K$331.6K+$11.0K2026-10-08
Maltin Wealth Management, Inc.
INCREASED2,6702,667+3+0%$317.4K$328.7K+$11.3K2026-10-13
Brian LOW Financial Group, LLC
DECREASED2,6683,843-1,175-31%$457.2K$328.4K-$128.8K2026-10-28
Blue Zone Wealth Advisors, LLC
UNCHANGED2,6632,66300%$316.9K$327.8K+$10.9K2026-10-19
First Citizens Financial Corp
INCREASED2,6352,571+64+2%$305.9K$324.3K+$18.4K2026-10-02
White Lighthouse Investment Management Inc.
INCREASED2,6122,610+2+0%$310.6K$321.5K+$10.9K2026-10-21
Fusion Family Wealth, LLC
UNCHANGED2,6092,60900%$310.4K$321.1K+$10.7K2026-11-02
Procyon Advisors, LLC
DECREASED2,6045,423-2,819-52%$645.3K$320.5K-$324.8K2026-10-21
Cape Investment Advisory, Inc.
DECREASED2,6032,983-380-13%$355.0K$320.4K-$34.6K2026-10-13
Phillips Financial Management, LLC
UNCHANGED2,5412,54100%$302.4K$312.7K+$10.4K2026-10-19
Tcfg Investment Advisors, LLC
INCREASED2,5312,220+311+14%$264.2K$311.5K+$47.4K2026-10-20
Ballast, Inc.
DECREASED2,5303,086-556-18%$367.2K$311.4K-$55.8K2026-10-20
ATX Financial Planning, LLC
DECREASED2,5142,844-330-12%$338.4K$309.4K-$29.0K2026-10-14
Serenity Investment Advisors
UNCHANGED2,5012,50100%$299.6K$307.8K+$8.2K2026-10-30
POM Investment Strategies, LLC
DECREASED2,4693,901-1,432-37%$464.1K$303.8K-$160.3K2026-10-20
Fischer Financial Services, Inc.
DECREASED2,4663,460-994-29%$411.7K$303.5K-$108.2K2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED2,4442,459-15-1%$292.6K$300.8K+$8.2K2026-11-04
Wesbanco Bank Inc
UNCHANGED2,4362,43600%$264.2K$264.2K$02026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED2,4292,42900%$289.0K$298.9K+$9.9K2026-10-21
Blue Trust, Inc.
INCREASED2,4212,196+225+10%$261.3K$298.0K+$36.6K2026-10-15
Partners Wealth Management, LLC
NEW2,346—+2,346——$288.7K—2026-10-28
Sherman Asset Management, Inc.
UNCHANGED2,3442,34400%$278.9K$288.5K+$9.6K2026-11-05
SeaBridge Investment Advisors LLC
NEW2,334—+2,334——$287.3K—2026-11-02
Calamos Advisors LLC
UNCHANGED2,3262,32600%$276.8K$286.3K+$9.5K2026-11-02
Carroll Advisory Group, LLC
INCREASED2,3062,304+2+0%$274.1K$283.9K+$9.7K2026-10-16
Insight Wealth Strategies, LLC
INCREASED2,2942,292+2+0%$271.4K$282.3K+$10.9K2026-10-09
MW Advisory, LLC
DECREASED2,2915,122-2,831-55%$609.5K$281.9K-$327.5K2026-10-19
Xcel Wealth Management, LLC
INCREASED2,2702,209+61+3%$262.8K$279.3K+$16.6K2026-10-26
Abound Wealth Management
INCREASED2,2422,062+180+9%$245.4K$275.9K+$30.5K2026-10-26
Castleview Partners, LLC
UNCHANGED2,2162,21600%$263.7K$272.7K+$9.1K2026-10-09
MFA Wealth Services
UNCHANGED2,1952,19500%$261.2K$270.1K+$9.0K2026-10-14
Roman Butler Fullerton & Co
INCREASED2,1772,175+2+0%$256.9K$264.2K+$7.3K2026-10-27
Trueblood Wealth Management, LLC
DECREASED2,1762,207-31-1%$262.6K$267.8K+$5.2K2026-10-23
1900 Wealth Management LLC
UNCHANGED2,1682,16800%$258.0K$266.8K+$8.9K2026-10-13
Colonial River Investments, LLC
INCREASED2,1661,935+231+12%$230.2K$266.6K+$36.3K2026-10-19
Northbridge Financial Group, LLC
DECREASED2,1592,183-24-1%$259.8K$273.2K+$13.4K2026-11-05
Altiora Financial Group, LLC
UNCHANGED2,1582,15800%$256.8K$265.6K+$8.8K2026-11-04
waypoint wealth counsel
DECREASED2,1572,177-20-1%$259.0K$265.5K+$6.4K2026-10-22
ARQ Wealth Advisors, LLC
DECREASED2,1522,469-317-13%$290.5K$264.9K-$25.7K2026-10-29
Gradient Investments LLC
NEW2,114—+2,114——$260.2K—2026-10-08
Rockland Trust Co
UNCHANGED2,1002,10000%$249.9K$258.5K+$8.6K2026-10-05
Grantvest Financial Group LLC
DECREASED2,0962,703-607-22%$321.6K$257.9K-$63.6K2026-10-21
Heritage Investors Management Corp
INCREASED2,0871,932+155+8%$230.0K$257-$229.7K2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED2,0712,481-410-17%$291.0K$258.3K-$32.8K2026-11-04
Trust Co of Vermont
UNCHANGED2,0472,04700%$243.6K$251.9K+$8.4K2026-10-21
Parisi Gray Wealth Management
UNCHANGED2,0442,04400%$243.2K$251.6K+$8.4K2026-10-16
Costello Asset Management, Inc
DECREASED2,0423,632-1,590-44%$432.2K$251.3K-$180.8K2026-10-30
Allstreet Capital Advisors LLC
UNCHANGED2,0272,02700%$241.2K$249.5K+$8.3K2026-11-04
Carolina Wealth Management Inc
UNCHANGED2,0002,00000%$238.0K$246.2K+$8.2K2026-10-29
Bullock Wealth Management Group
INCREASED1,9841,983+1+0%$234.9K$244.8K+$9.9K2026-10-09
Robertson Stephens Wealth Management, LLC
UNCHANGED1,9831,98300%$236.0K$244.1K+$8.1K2026-10-16
Independence Bank of Kentucky
DECREASED1,9752,075-100-5%$246.9K$243.1K-$3.8K2026-10-26
PUREfi Wealth, LLC
DECREASED1,9722,082-110-5%$247.7K$242.7K-$5.0K2026-10-19
Balboa Wealth Partners
INCREASED1,9631,960+3+0%$233.2K$241.6K+$8.4K2026-10-20
Bailard, Inc.
UNCHANGED1,9521,95200%$232.3K$240.3K+$8.0K2026-10-13
Cullen T Bankers, Inc.
INCREASED1,9511,885+66+4%$224.3K$240.2K+$15.9K2026-10-28
Sapient Capital LLC
UNCHANGED1,9431,94300%$231.2K$239.1K+$7.9K2026-10-08
Worth Asset Management, LLC
UNCHANGED1,9301,93000%$229.7K$237.5K+$7.9K2026-10-07
B.O.S.S. Retirement Advisors, LLC
DECREASED1,9292,666-737-28%$317.2K$237.4K-$79.8K2026-10-26
CPC Advisors, LLC
UNCHANGED1,9211,92100%$228.6K$236.4K+$7.9K2026-10-21
Novem Group
DECREASED1,9202,579-659-26%$306.9K$236.3K-$70.6K2026-10-19
Traynor Capital Management, Inc.
INCREASED1,9161,795+121+7%$213.6K$235.9K+$22.2K2026-10-29
Heffernan Advisory, Inc
NEW1,900—+1,900——$233.9K—2026-10-13
Keybank National Association
UNCHANGED1,8891,88900%$224.8K$232.5K+$7.7K2026-11-04
Ballast Financial Advisors LLC
INCREASED1,8811,780+101+6%$211.8K$231.5K+$19.7K2026-10-26
AdviceOne Advisory Services, LLC
UNCHANGED1,8721,87200%$222.7K$230.4K+$7.7K2026-10-19
Calamos Wealth Management LLC
UNCHANGED1,8671,86700%$222.2K$229.8K+$7.6K2026-11-02
Retirement Planning Co of New England, Inc.
INCREASED1,8611,804+57+3%$214.7K$229.1K+$14.4K2026-10-15
Ethic Inc.
NEW1,844—+1,844——$226.9K—2026-11-03
RiverTree Advisors, LLC
NEW1,838—+1,838——$226.2K—2026-10-13
Cornerstone Wealth Group, LLC
INCREASED1,8381,826+12+1%$217.3K$226.2K+$8.9K2026-11-02
IPG Investment Advisors LLC
UNCHANGED1,8181,81800%$216.4K$223.8K+$7.5K2026-10-30
Journey Advisory Group, LLC
DECREASED1,7871,807-20-1%$215.0K$219.9K+$4.9K2026-11-04
Mainsail Asset Management, LLC
DECREASED1,7802,516-736-29%$292.5K$225.2K-$67.3K2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED1,7801,78000%$211.8K$219.1K+$7.3K2026-10-16
Selective Wealth Management, Inc.
INCREASED1,7701,769+1+0%$205.7K$217.2K+$11.5K2026-10-16
PTM Wealth Management, LLC
INCREASED1,7691,767+2+0%$203.2K$223.8K+$20.7K2026-10-23
Altus Wealth Group LLC
INCREASED1,7661,759+7+0%$209.3K$217.4K+$8.1K2026-10-20
Secure Asset Management, LLC
DECREASED1,7381,741-30%$207.2K$214.0K+$6.8K2026-10-19
Cyndeo Wealth Partners, LLC
UNCHANGED1,7371,73700%$206.7K$213.8K+$7.1K2026-10-16
Blackston Financial Advisory Group, LLC
UNCHANGED1,7341,73400%$206.3K$213.4K+$7.1K2026-11-04
City State Bank
UNCHANGED1,7311,73100%$206.0K$213.1K+$7.1K2026-10-20
Insight Inv LLC
UNCHANGED1,7151,71500%$204.1K$211.1K+$7.0K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED1,7111,772-61-3%$210.9K$210.6K-$3082026-10-22
Silver Grove Financial Group, Inc.
INCREASED1,706524+1,182+226%$62.4K$210.0K+$147.6K2026-11-05
Payden & Rygel
UNCHANGED1,7001,70000%$202.0K$209-$201.8K2026-10-28
Private Management Group Inc
UNCHANGED1,7001,70000%$202.3K$209.2K+$7.0K2026-11-04
Cascade Investment Group, Inc.
UNCHANGED1,6891,68900%$201.0K$207.9K+$6.9K2026-10-13
Berkshire Money Management, Inc.
NEW1,683—+1,683——$207.1K—2026-10-21
Lewis Asset Management, LLC
INCREASED1,6831,681+2+0%$200.1K$207.2K+$7.1K2026-10-14
Howard Wealth Management, LLC
NEW1,682—+1,682——$207.1K—2026-10-28
Crestwood Advisors Group, LLC
DECREASED1,6771,689-12-1%$201.0K$206.4K+$5.4K2026-10-27
Bond & Devick Financial Network, Inc.
NEW1,664—+1,664——$204.8K—2026-10-23
Romano Brothers and Company
NEW1,657—+1,657——$203.9K—2026-10-22
Woodley Farra Manion Portfolio Management Inc
NEW1,646—+1,646——$202.6K—2026-11-05
Clear Point Advisors Inc.
NEW1,642—+1,642——$202.1K—2026-10-30
Mascoma Wealth Management LLC
UNCHANGED1,6001,60000%$190.4K$196.9K+$6.5K2026-10-23
Morling Financial Advisors, LLC
UNCHANGED1,5741,57400%$187.3K$193.7K+$6.4K2026-10-28
Central Trust Co
DECREASED1,5361,642-106-6%$195.4K$189.1K-$6.3K2026-11-05
Marquette Asset Management, LLC
UNCHANGED1,5201,52000%$180.9K$187.1K+$6.2K2026-10-09
Westside Investment Management, Inc.
INCREASED1,4911,094+397+36%$130.3K$183.6K+$53.3K2026-11-02
Financial Consulate, Inc
UNCHANGED1,4471,44700%$172.2K$178.1K+$5.9K2026-10-23
Canton Hathaway, LLC
UNCHANGED1,3181,31800%$156.8K$162.2K+$5.4K2026-10-23
Trust Co
INCREASED1,306793+513+65%$94.4K$160.7K+$66.4K2026-10-09
Murphy & Mullick Capital Management Corp
UNCHANGED1,2991,29900%$154.6K$159.9K+$5.3K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED1,2891,096+193+18%$130.4K$158.7K+$28.2K2026-10-27
Eastern Bank
UNCHANGED1,2701,27000%$151.1K$156.3K+$5.2K2026-10-05
Rosenberg Matthew Hamilton
UNCHANGED1,2451,24500%$148.1K$153.2K+$5.1K2026-10-05
Avion Wealth
DECREASED1,2341,356-122-9%$161.0K$151-$160.8K2026-11-04
Armstrong Advisory Group, Inc
DECREASED1,1961,219-23-2%$145.0K$147.2K+$2.2K2026-10-09
Capital Advisors, Ltd. LLC
UNCHANGED1,1831,18300%$141$146+$52026-10-27
Nfsg Corp
INCREASED1,1521,041+111+11%$123.9K$141.8K+$18.0K2026-10-15
Bradley & Co. Private Wealth Management, LLC
NEW1,091—+1,091——$134.3K—2026-10-23
Old Second National Bank of Aurora
DECREASED1,0271,123-96-9%$133.6K$126.4K-$7.2K2026-10-22
Signature Equity Partners, LLC
INCREASED981460+521+113%$54.7K$120.7K+$66.0K2026-10-29
Manchester Capital Management LLC
UNCHANGED97097000%$115.4K$119.4K+$4.0K2026-10-22
North Star Investment Management Corp.
INCREASED866865+1+0%$102.9K$106.6K+$3.7K2026-10-27
Acropolis Investment Management, LLC
DECREASED8521,142-290-25%$135.9K$104.9K-$31.0K2026-10-08
StrongBox Wealth, LLC
UNCHANGED80180100%$95.3K$98.6K+$3.3K2026-11-02
Provenance Wealth Advisors, LLC
NEW777—+777——$95.6K—2026-10-30
Hickory Point Bank & Trust
UNCHANGED77077000%$91.6K$94.8K+$3.2K2026-10-01
Fairman Group, LLC
UNCHANGED75575500%$89.8K$92.9K+$3.1K2026-10-26
Duncker Streett & Co Inc
UNCHANGED75075000%$89.2K$92.3K+$3.1K2026-10-27
Gen-Wealth Partners Inc
UNCHANGED70070000%$83.3K$86.2K+$2.9K2026-11-04
Steph & Co
UNCHANGED66366300%$78.9K$81.6K+$2.7K2026-10-07
Investment Research & Advisory Group, Inc.
INCREASED659658+1+0%$78.3K$81.1K+$2.8K2026-10-19
Hughes Financial Services, LLC
UNCHANGED65165100%$77.5K$77.8K+$3722026-10-30
RMG Wealth Management LLC
INCREASED621420+201+48%$51.4K$73.8K+$22.3K2026-10-26
DecisionPoint Financial, LLC
UNCHANGED60060000%$71.1K$74.0K+$3.0K2026-10-27
SYM Financial Corp
DECREASED5811,223-642-52%$145.5K$71.5K-$74.0K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED58058000%$69.0K$71.4K+$2.4K2026-10-21
Asset Dedication, LLC
INCREASED496238+258+108%$28.3K$61.0K+$32.8K2026-11-03
Mainstream Capital Management LLC
NEW488—+488——$60.1K—2026-10-23
Kingdom Financial Group Llc.
INCREASED46122+439+1995%$2.6K$56.7K+$54.1K2026-11-04
Heritage Family Offices, LLP
NEW459—+459——$56.5K—2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED44944900%$53.4K$55.3K+$1.8K2026-10-22
Security National Bank
UNCHANGED44344300%$52.7K$54.5K+$1.8K2026-10-26
Prudent Man Investment Management, Inc.
NEW431—+431——$53.1K—2026-11-03
City Holding Co
DECREASED415565-150-27%$67.2K$51.1K-$16.2K2026-10-19
Global Trust Asset Management, LLC
DECREASED401452-51-11%$53.8K$49.3K-$4.5K2026-10-19
Accordant Advisory Group Inc
DECREASED400431-31-7%$51.3K$49.2K-$2.1K2026-10-29
Barrett & Company, Inc.
UNCHANGED39539500%$47.0K$48.6K+$1.6K2026-10-22
Davis Capital Management
NEW350—+350——$43.1K—2026-10-08
Clark Wealth Partners
UNCHANGED34934900%$41.5K$43.0K+$1.4K2026-10-19
SJS Investment Consulting Inc.
INCREASED345339+6+2%$40.3K$42.5K+$2.1K2026-10-26
Tounjian Advisory Partners, LLC
INCREASED343289+54+19%$34.4K$42.2K+$7.9K2026-11-04
UMB Private Wealth Management, LLC
NEW340—+340——$41.8K—2026-10-19
Networth Advisors, LLC
INCREASED321260+61+23%$30.9K$39.5K+$8.6K2026-11-03
Balance Wealth Partners LLC
NEW311—+311——$38.3K—2026-10-27
Richardson Financial Services Inc.
INCREASED306224+82+37%$26.7K$37.7K+$11.0K2026-10-30
Downshift Financial, LLC
INCREASED306259+47+18%$30.8K$37.7K+$6.9K2026-10-13
Southern Michigan Bank & Trust
UNCHANGED30030000%$35.7K$36.9K+$1.2K2026-10-19
Center for Financial Planning, Inc.
INCREASED29751+246+482%$6.1K$36.6K+$30.5K2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED29729700%$35.3K$36.6K+$1.2K2026-10-13
Oakworth Capital, Inc.
INCREASED285225+60+27%$26.6K$35.1K+$8.4K2026-10-26
Goodman Advisory Group, LLC
DECREASED278171,260-170,982-100%$20.4M$34.2K-$20.3M2026-11-02
EPG Wealth Management LLC
INCREASED27560+215+358%$7.1K$33.9K+$26.7K2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED27327300%$32.5K$33.6K+$1.1K2026-10-20
Bfsg, LLC
DECREASED247300-53-18%$35.7K$30.4K-$5.3K2026-10-30
True Wealth Design, LLC
UNCHANGED24724700%$29.4K$30.4K+$1.0K2026-10-13
Fairscale Capital, LLC
UNCHANGED23823800%$28.3K$27.7K-$6122026-11-04
Hanson & Doremus Investment Management
UNCHANGED23423400%$28.0K$29-$28.0K2026-10-16
TFC Financial Management, Inc.
UNCHANGED23023000%$27.4K$28.3K+$9412026-10-26
GK Wealth Management LLC
DECREASED2291,953-1,724-88%$232.3K$28.1K-$204.2K2026-10-09
Quaker Wealth Management, LLC
UNCHANGED22322300%$26.5K$27.5K+$9302026-10-22
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED21121100%$25.1K$26.0K+$8632026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED21021000%$25.0K$25.8K+$8592026-10-16
High Point Wealth Management, LLC
INCREASED20414+190+1357%$1.7K$25.1K+$23.4K2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED192200-8-4%$23.8K$23.6K-$1672026-11-02
Elevated Capital Advisors, LLC
UNCHANGED19119100%$22.7K$23.5K+$7812026-11-04
Triumph Capital Management
DECREASED185193-8-4%$23.0K$22.8K-$1932026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED17417400%$20.7K$21.4K+$7122026-10-23
Arvest Investments, Inc.
NEW173—+173——$21.3K—2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED16816800%$20.0K$20.7K+$6872026-10-13
Team Financial Group, LLC
NEW163—+163——$20.1K—2026-10-30
Hager Investment Management Services, LLC
UNCHANGED16116100%$19.2K$19.8K+$6592026-11-04
Horizons Wealth Management
NEW158—+158——$19.4K—2026-10-05
Bare Financial Services, Inc
NEW156—+156——$19.2K—2026-11-04
Evolution Wealth Management Inc.
UNCHANGED15615600%$18.6K$19.2K+$6382026-10-28
Main Street Group, LTD
INCREASED155154+1+1%$18.4K$19.0K+$6432026-10-28
Creative Capital Management Investments LLC
INCREASED149105+44+42%$12.5K$18.3K+$5.8K2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED14714700%$17.5K$18.1K+$6012026-10-22
Nemes Rush Group LLC
INCREASED137136+1+1%$16.2K$16.8K+$5782026-11-04
RHL Group, LLC
INCREASED136135+1+1%$16.1K$16.7K+$6132026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED13613600%$16.2K$16.7K+$5562026-10-30
Montgomery Financial Services LLC
NEW132—+132——$16.2K—2026-11-03
Carolina Wealth Advisors, LLC
NEW125—+125——$15.4K—2026-10-23
Valued Wealth Advisors LLC
UNCHANGED12512500%$14.8K$15.3K+$5282026-11-05
Princeton Global Asset Management LLC
UNCHANGED12512500%$14.9K$15.4K+$5112026-10-21
Pacific Center for Financial Services
UNCHANGED12212200%$14.5K$15.0K+$5162026-10-15
Wilkerson Advisory Group LLC
UNCHANGED12112100%$14.4K$14.9K+$4952026-10-20
Eukles Asset Management
NEW114—+114——$14.0K—2026-11-04
CGC Financial Services, LLC
DECREASED112240-128-53%$28.6K$13.8K-$14.8K2026-10-13
Financial Perspectives, Inc
UNCHANGED10110100%$12.0K$12.5K+$4292026-11-03
Bayban
UNCHANGED939300%$11.1K$11.1K$02026-11-05
NBT Bank, N.A.
DECREASED8892-4-4%$10.9K$10.8K-$1162026-10-21
Central Pacific Bank - Trust Division
UNCHANGED868600%$10.2K$10.6K+$3522026-10-06
Reap Financial Group, LLC
DECREASED75850-775-91%$101.2K$9.3K-$91.9K2026-11-02
IMG Wealth Management, Inc.
UNCHANGED727200%$8.6K$8.9K+$2952026-10-27
Noble Wealth Management PBC
UNCHANGED727200%$8.6K$8.9K+$2952026-10-01
Lodestone Wealth Management LLC
UNCHANGED626200%$7.4K$7.7K+$2632026-10-14
Archer Investment Corp
UNCHANGED616100%$7.3K$7.5K+$2502026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED56506-450-89%$60.3K$6.9K-$53.4K2026-10-14
Country Trust Bank
NEW54—+54——$6.6K—2026-10-30
Cdkv Holdings LLC
UNCHANGED545400%$6.4K$6.6K+$2212026-10-28
Versant Capital Management, Inc
UNCHANGED494900%$5.8K$6.0K+$2002026-10-02
First Community Trust NA
UNCHANGED434300%$5.1K$5.3K+$1752026-10-07
Richardson Capital Management LLC
UNCHANGED434300%$5.1K$5.3K+$1752026-10-23
Dorato Capital Management
UNCHANGED414100%$4.9K$5.2K+$2582026-10-08
First Pacific Financial
UNCHANGED343400%$4.0K$4.2K+$1442026-10-14
Spurstone Advisory Services, LLC
UNCHANGED313100%$3.7K$3.8K+$1532026-11-02
Yankcom Partnership
NEW29—+29——$3.6K—2026-10-15
1620 Investment Advisors, Inc.
UNCHANGED292900%$3.5K$3.6K+$1182026-11-04
Lynch Investment Planning, LLC
NEW25—+25——$3.1K—2026-10-27
Pacifica Partners Inc.
UNCHANGED242400%$2.8K$3.0K+$1482026-10-09
WPG Advisers, LLC
DECREASED2022-2-9%$2.6K$2.5K-$1562026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW17—+17——$2.1K—2026-10-15
Rakuten Securities, Inc.
INCREASED1714+3+21%$1.7K$2.1K+$4262026-11-02
Birchbrook, Inc.
DECREASED10177-167-94%$21.1K$1.2K-$19.8K2026-10-14
West Branch Capital LLC
UNCHANGED101000%$1.2K$1.2K+$412026-10-20
Byrne Asset Management LLC
UNCHANGED9900%$1.1K$1.1K+$402026-10-06
Albion Financial Group
UNCHANGED9900%$1.1K$1.1K+$372026-10-21
Planning Strategies Inc.
UNCHANGED7700%$833$862+$292026-10-02
DB Fitzpatrick & Co, Inc
DECREASED211-9-82%$1.3K$246-$1.1K2026-10-19
McMill Wealth Management
CLOSED098,748-98,748-100%$3.0M$0-$3.0M2026-11-05
TritonPoint Partners, LLC
CLOSED071,463-71,463-100%$8.5M$0-$8.5M2026-11-05
Scarborough Advisors, LLC
CLOSED036,037-36,037-100%$4.2M$0-$4.2M2026-10-16
Jefferies Financial Group Inc.
CLOSED06,691-6,691-100%$796.3K$0-$796.3K2026-11-05
Commonwealth Financial Services, LLC
CLOSED05,732-5,732-100%$682.1K$0-$682.1K2026-10-20
Teamwork Financial Advisors, LLC
CLOSED03,909-3,909-100%$465.1K$0-$465.1K2026-10-19
Zega Investments, LLC
CLOSED03,305-3,305-100%$393.3K$0-$393.3K2026-11-04
One Wealth Capital Management, LLC
CLOSED03,060-3,060-100%$364.1K$0-$364.1K2026-10-23
Greenup Street Wealth Management LLC
CLOSED03,026-3,026-100%$360.1K$0-$360.1K2026-10-28
Matauro, LLC
CLOSED02,678-2,678-100%$318.6K$0-$318.6K2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED02,543-2,543-100%$302.6K$0-$302.6K2026-10-15
Lane Brothers & Co Inc
CLOSED02,535-2,535-100%$301.6K$0-$301.6K2026-11-02
Capital Advantage, Inc.
CLOSED02,489-2,489-100%$296.2K$0-$296.2K2026-10-14
Discipline Wealth Solutions, LLC
CLOSED02,311-2,311-100%$275.0K$0-$275.0K2026-10-14
Golden Reserve Retirement LLC
CLOSED02,258-2,258-100%$268.7K$0-$268.7K2026-11-02
Plus Group Wealth Advisors LLC
CLOSED02,235-2,235-100%$265.9K$0-$265.9K2026-10-19
Compass Ion Advisors, LLC
CLOSED02,223-2,223-100%$264.5K$0-$264.5K2026-10-23
LCW Services, LLC
CLOSED01,912-1,912-100%$227.5K$0-$227.5K2026-10-21
Market Street Wealth Management Advisors LLC
CLOSED01,887-1,887-100%$224.5K$0-$224.5K2026-10-09
Balentine LLC
CLOSED01,865-1,865-100%$221.9K$0-$221.9K2026-11-03
Urban Wealth Management, LLC
CLOSED01,744-1,744-100%$207.5K$0-$207.5K2026-10-21
Salem Investment Counselors Inc
CLOSED01,435-1,435-100%$170.8K$0-$170.8K2026-10-13
Provident Wealth Management, LLC
CLOSED01,162-1,162-100%$138.3K$0-$138.3K2026-10-20
Obsidian CIO, LLC
CLOSED0901-901-100%$107.2K$0-$107.2K2026-11-05
Cornerstone Planning Group LLC
CLOSED0602-602-100%$70.9K$0-$70.9K2026-10-16
MCF Advisors LLC
CLOSED0552-552-100%$65.7K$0-$65.7K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED0518-518-100%$61.6K$0-$61.6K2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
CLOSED0415-415-100%$48.7K$0-$48.7K2026-10-29
Wolff Wiese Magana LLC
CLOSED0307-307-100%$36.5K$0-$36.5K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0271-271-100%$32.2K$0-$32.2K2026-10-26
Stone House Investment Management, LLC
CLOSED0144-144-100%$17.1K$0-$17.1K2026-10-23
Breakwater Investment Management
CLOSED088-88-100%$10.5K$0-$10.5K2026-10-20
Bullseye Investment Management, LLC
CLOSED048-48-100%$5.7K$0-$5.7K2026-10-29
Financial Management Professionals, Inc.
DECREASED076-76-100%$9.1K$36-$9.0K2026-10-23
Raleigh Capital Management Inc.
UNCHANGED000—$44$45+$12026-10-28
LPL Financial LLC
N/A—40,632,371-40,632,371-100%$4.8B———
Financial Engines Advisors L.L.C.
N/A—16,355,720-16,355,720-100%$1.9B———
Goldman Sachs Group Inc
N/A—15,917,623-15,917,623-100%$1.9B———
Ameriprise Financial Inc
N/A—10,803,596-10,803,596-100%$1.3B———
Allworth Financial LP
N/A—10,545,678-10,545,678-100%$1.3B———
Bank of America Corp
N/A—10,387,210-10,387,210-100%$1.2B———
Morgan Stanley
N/A—9,569,500-9,569,500-100%$1.1B———
Envestnet Asset Management Inc
N/A—9,489,431-9,489,431-100%$1.1B———
JPMorgan Chase & Co
N/A—5,588,841-5,588,841-100%$656.2M———
Horizon Investments, LLC
N/A—5,552,636-5,552,636-100%$660.7M———
Valmark Advisers, Inc.
N/A—4,738,201-4,738,201-100%$563.8M———
Equitable Holdings, Inc.
N/A—4,531,390-4,531,390-100%$536.0M———
Raymond James Financial Inc
N/A—4,329,392-4,329,392-100%$515.2M———
Dynasty Wealth Management, LLC
N/A—3,811,664-3,811,664-100%$453.5M———
Quotient Wealth Partners, LLC
N/A—3,667,167-3,667,167-100%$436.4M———
UBS Group AG
N/A—3,587,593-3,587,593-100%$426.9M———
Royal Bank of Canada
N/A—3,452,793-3,452,793-100%$410.8M———
Wells Fargo & Company
N/A—3,317,734-3,317,734-100%$394.8M———
Cetera Investment Advisers
N/A—3,263,810-3,263,810-100%$388.4M———
Manufacturers Life Insurance Company, the
N/A—3,158,745-3,158,745-100%$375.9M———
Savant Capital, LLC
N/A—2,986,077-2,986,077-100%$323.8M———
AE Wealth Management LLC
N/A—2,969,896-2,969,896-100%$353.4M———
Advisory Alpha, LLC
N/A—2,888,101-2,888,101-100%$343.7M———
Private Advisor Group, LLC
N/A—2,619,648-2,619,648-100%$311.7M———
Osaic Holdings, Inc.
N/A—2,587,784-2,587,784-100%$307.9M———
HighTower Advisors, LLC
N/A—2,463,414-2,463,414-100%$293.1M———
NorthRock Partners, LLC
N/A—2,326,724-2,326,724-100%$276.9M———
Northwestern Mutual Wealth Management Co
N/A—2,295,436-2,295,436-100%$273.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,138,543-2,138,543-100%$254.5M———
SCS Capital Management LLC
N/A—1,934,606-1,934,606-100%$230.2M———
FMR LLC
N/A—1,812,961-1,812,961-100%$215.7M———
Stifel Financial Corp
N/A—1,776,289-1,776,289-100%$211.4M———
Kingsview Wealth Management, LLC
N/A—1,608,668-1,608,668-100%$191.4M———
Jones Financial Companies Lllp
N/A—1,573,727-1,573,727-100%$180.5M———
Octavia Wealth Advisors, LLC
N/A—1,400,992-1,400,992-100%$166.7M———
MML Investors Services, LLC
N/A—1,334,292-1,334,292-100%$158.8M———
Benjamin Edwards Inc
N/A—1,320,719-1,320,719-100%$157.2M———
Prudential Financial Inc
N/A—1,269,168-1,269,168-100%$151.0M———
CIBC Bancorp USA Inc.
N/A—1,129,673-1,129,673-100%$134.3M———
Integrated Wealth Concepts LLC
N/A—1,112,724-1,112,724-100%$132.4M———
Waverly Advisors, LLC
N/A—983,337-983,337-100%$117.0M———
Black Swift Group, LLC
N/A—869,331-869,331-100%$103.4M———
Mainstay Capital Management LLC
N/A—857,497-857,497-100%$102.0M———
Mariner, LLC
N/A—836,240-836,240-100%$99.5M———
Nicolet Bankshares Inc
N/A—794,989-794,989-100%$94.4M———
Ameritas Advisory Services, LLC
N/A—765,951-765,951-100%$91.1M———
IHT Wealth Management, LLC
N/A—765,741-765,741-100%$91.1M———
Dakota Wealth Management
N/A—733,889-733,889-100%$87.3M———
HighPoint Advisor Group LLC
N/A—726,177-726,177-100%$86.4M———
Janney Montgomery Scott LLC
N/A—693,472-693,472-100%$82.5M———
Summit Financial, LLC
N/A—693,192-693,192-100%$82.5M———
Composition Wealth, LLC
N/A—550,470-550,470-100%$65.5M———
Merit Financial Group, LLC
N/A—536,798-536,798-100%$63.9M———
HSBC Holdings PLC
N/A—506,680-506,680-100%$60.3M———
Perennial Investment Advisors, LLC
N/A—496,052-496,052-100%$59.0M———
Waterloo Capital, L.P.
N/A—454,743-454,743-100%$54.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—454,381-454,381-100%$54.1M———
Keystone Financial Group
N/A—442,924-442,924-100%$52.7M———
Stratos Wealth Partners, Ltd.
N/A—442,577-442,577-100%$52.7M———
Redwood Investment Management, LLC
N/A—410,139-410,139-100%$48.8M———
Aptus Capital Advisors, LLC
N/A—399,148-399,148-100%$47.5M———
Great Valley Advisor Group, Inc.
N/A—385,712-385,712-100%$45.9M———
NewEdge Advisors, LLC
N/A—384,104-384,104-100%$45.7M———
Wealthspire Advisors, LLC
N/A—380,113-380,113-100%$45.2M———
Drake & Associates, LLC
N/A—378,474-378,474-100%$45.0M———
Western Wealth Management, LLC
N/A—370,959-370,959-100%$44.1M———
Investments & Financial Planning, LLC
N/A—369,041-369,041-100%$43.9M———
Gladstone Institutional Advisory LLC
N/A—356,590-356,590-100%$42.4M———
Alta Wealth Advisors LLC
N/A—350,980-350,980-100%$41.8M———
Retirement Management Systems Inc.
N/A—313,160-313,160-100%$37.3M———
Transcend Capital Advisors, LLC
N/A—305,652-305,652-100%$36.4M———
Geneos Wealth Management Inc.
N/A—303,229-303,229-100%$36.1M———
Compton Financial Group, LLC
N/A—299,523-299,523-100%$35.6M———
Clark Capital Management Group, Inc.
N/A—298,651-298,651-100%$35.5M———
Sargent Investment Group, LLC
N/A—286,828-286,828-100%$34.1M———
Cvfg LLC
N/A—278,219-278,219-100%$33.1M———
Advisors Capital Management, LLC
N/A—268,041-268,041-100%$31.9M———
Three Cord True Wealth Management, LLC
N/A—266,058-266,058-100%$31.7M———
Balanced Wealth Group LLC
N/A—261,997-261,997-100%$31.1M———
Stonebrook Private Inc.
N/A—251,999-251,999-100%$30.0M———
CCG Wealth Management, LLC
N/A—249,942-249,942-100%$29.7M———
CarsonAllaria Wealth Management, Ltd.
N/A—249,537-249,537-100%$29.7M———
Quest Investment Management LLC
N/A—246,422-246,422-100%$29.3M———
Graney & King, LLC
N/A—246,154-246,154-100%$29.3M———
IFG Advisory, LLC
N/A—241,209-241,209-100%$28.7M———
Focus Partners Wealth
N/A—239,300-239,300-100%$28.5M———
Twin Focus Capital Partners, LLC
N/A—231,019-231,019-100%$27.5M———
Northern Trust Corp
N/A—228,071-228,071-100%$27.1M———
Modern Wealth Management, LLC
N/A—226,346-226,346-100%$26.9M———
Capital Analysts, LLC
N/A—224,220-224,220-100%$26.7M———
Ciovacco Capital Management LLC
N/A—221,949-221,949-100%$26.4M———
Rockefeller Capital Management L.P.
N/A—220,621-220,621-100%$26.3M———
Moneta Group Investment Advisors LLC
N/A—218,674-218,674-100%$26.0M———
Abound Financial, LLC
N/A—207,305-207,305-100%$24.7M———
Tower Wealth Partners, Inc.
N/A—197,946-197,946-100%$23.6M———
Centaurus Financial, Inc.
N/A—195,374-195,374-100%$23.2M———
Vertex Planning Partners, LLC
N/A—193,662-193,662-100%$23.0M———
Optas, LLC
N/A—189,057-189,057-100%$22.5M———
Collier Financial
N/A—182,496-182,496-100%$21.7M———
Navalign, LLC
N/A—182,166-182,166-100%$21.7M———
Ensign Peak Advisors, Inc
N/A—174,070-174,070-100%$20.7M———
Measured Wealth Private Client Group, LLC
N/A—173,973-173,973-100%$20.7M———
Cerity Partners LLC
N/A—169,025-169,025-100%$20.1M———
Financial Gravity Companies, Inc.
N/A—164,903-164,903-100%$19.6M———
Alpha Capital Advisors Inc
N/A—164,264-164,264-100%$19.5M———
Petix & Botte Co
N/A—154,601-154,601-100%$18.4M———
M&T Bank Corp
N/A—153,130-153,130-100%$18.2M———
Captrust Financial Advisors
N/A—149,296-149,296-100%$17.8M———
Odyssey Group, LLC
N/A—145,073-145,073-100%$17.3M———
Bridgewealth Advisory Group, LLC
N/A—144,585-144,585-100%$17.2M———
Orion Porfolio Solutions, LLC
N/A—144,128-144,128-100%$17.1M———
Cary Street Partners Financial LLC
N/A—143,962-143,962-100%$17.1M———
Envestnet Portfolio Solutions, Inc.
N/A—143,845-143,845-100%$17.1M———
TPG Financial Advisors, LLC
N/A—143,799-143,799-100%$17.1M———
Synergy Investment Management, LLC
N/A—142,185-142,185-100%$16.9M———
CBM Financial, LLC
N/A—141,160-141,160-100%$16.4M———
Millington Financial Advisors, LLC
N/A—140,478-140,478-100%$16.3M———
Sanctuary Advisors, LLC
N/A—139,304-139,304-100%$16.6M———
EP Wealth Advisors, LLC
N/A—137,355-137,355-100%$16.3M———
Walsh & Associates, LLC
N/A—135,126-135,126-100%$16.1M———
Wealth Advisors of Iowa, LLC
N/A—135,000-135,000-100%$16.1M———
TAGStone Capital, Inc.
N/A—131,583-131,583-100%$15.7M———
AQR Capital Management LLC
N/A—129,622-129,622-100%$15.4M———
Silver OAK Securities, Incorporated
N/A—127,424-127,424-100%$15.2M———
Seal Cove Capital, LLC
N/A—123,278-123,278-100%$14.7M———
Arax Advisory Partners
N/A—118,187-118,187-100%$14.1M———
Sage Financial Management Group, Inc.
N/A—116,088-116,088-100%$13.8M———
Alpha Zero LLC
N/A—115,710-115,710-100%$13.7M———
Tranquilli Financial Advisor LLC
N/A—114,925-114,925-100%$13.7M———
Mercer Global Advisors Inc
N/A—114,837-114,837-100%$13.7M———
Crux Wealth Advisors
N/A—113,321-113,321-100%$13.5M———
Quantinno Capital Management LP
N/A—112,558-112,558-100%$13.4M———
IAG Wealth Partners, LLC
N/A—111,976-111,976-100%$13.3M———
Harbour Investments, Inc.
N/A—111,331-111,331-100%$13.2M———
Baird Financial Group, Inc.
N/A—105,914-105,914-100%$12.6M———
Sequent Asset Management, LLC
N/A—103,748-103,748-100%$12.3M———
Elite Financial, Inc.
N/A—101,219-101,219-100%$12.0M———
Principal Securities, Inc.
N/A—100,948-100,948-100%$12.0M———
Oxinas Partners, LLC
N/A—99,968-99,968-100%$11.9M———
NewSquare Capital LLC
N/A—98,595-98,595-100%$11.7M———
Morrissey Wealth Management, LLC
N/A—97,536-97,536-100%$12.2M———
Alliancebernstein L.P.
N/A—97,316-97,316-100%$9.5M———
Tidemark, LLC
N/A—95,613-95,613-100%$11.4M———
Fortis Group Advisors, LLC
N/A—94,094-94,094-100%$11.2M———
Global Retirement Partners, LLC
N/A—93,365-93,365-100%$11.1M———
ArborFi Advisors, LLC
N/A—90,453-90,453-100%$10.8M———
Beacon Pointe Advisors, LLC
N/A—89,809-89,809-100%$10.7M———
Tiaa Trust, National Association
N/A—89,683-89,683-100%$10.7M———
Wrapmanager Inc
N/A—89,317-89,317-100%$10.6M———
Compass Financial Group, Inc.
N/A—88,830-88,830-100%$10.6M———
Quent Capital, LLC
N/A—88,097-88,097-100%$10.5M———
Prepared Retirement Institute LLC
N/A—88,035-88,035-100%$10.5M———
PNC Financial Services Group, Inc.
N/A—87,971-87,971-100%$10.5M———
Tobias Financial Advisors, Inc.
N/A—87,770-87,770-100%$10.4M———
Beacon Bridge Wealth Partners, LLC
N/A—86,059-86,059-100%$10.2M———
1ST Source Bank
N/A—85,260-85,260-100%$10.1M———
Vestmark Advisory Solutions, Inc.
N/A—84,775-84,775-100%$10.1M———
Goldstone Financial Group, LLC
N/A—83,723-83,723-100%$10.0M———
Ethos Financial Group, LLC
N/A—82,263-82,263-100%$9.2M———
Mutual Advisors, LLC
N/A—77,941-77,941-100%$9.3M———
Two Sigma Investments, LP
N/A—77,700-77,700-100%$9.2M———
Philadelphia Investment Partners, LLC
N/A—75,412-75,412-100%$9.0M———
Glen Eagle Advisors, LLC
N/A—75,040-75,040-100%$8.9M———
Wellspring Financial Advisors, LLC
N/A—74,967-74,967-100%$8.9M———
Dogwood Wealth Management LLC
N/A—74,843-74,843-100%$8.9M———
Money Concepts Capital Corp
N/A—73,968-73,968-100%$8.8M———
&partners
N/A—73,125-73,125-100%$8.8M———
Gateway Wealth Partners, LLC
N/A—71,776-71,776-100%$8.5M———
Collaborative Wealth Managment Inc.
N/A—71,772-71,772-100%$8.5M———
Arete Wealth Advisors, LLC
N/A—71,073-71,073-100%$8.5M———
Systematic Alpha Investments, LLC
N/A—70,000-70,000-100%$8.3M———
Hilltop Partners LLC
N/A—69,487-69,487-100%$8.3M———
CreativeOne Wealth, LLC
N/A—69,286-69,286-100%$8.2M———
PSI Advisors, LLC
N/A—68,790-68,790-100%$8.2M———
Hancock Whitney Corp
N/A—68,536-68,536-100%$8.2M———
Everpar Advisors LLC
N/A—64,889-64,889-100%$7.7M———
MidFirst Bank
N/A—63,181-63,181-100%$7.5M———
Continuum Advisory, LLC
N/A—61,994-61,994-100%$7.4M———
Denver Wealth Management, Inc.
N/A—61,214-61,214-100%$7.3M———
Bluespring Wealth Management, LLC
N/A—61,199-61,199-100%$7.3M———
One Capital Management, LLC
N/A—61,092-61,092-100%$6.0M———
Smartleaf Asset Management LLC
N/A—59,810-59,810-100%$7.0M———
Savvy Advisors, Inc.
N/A—58,896-58,896-100%$7.0M———
Prairieview Wealth Partners, LLC
N/A—58,737-58,737-100%$7.0M———
Steward Partners Investment Advisory, LLC
N/A—56,501-56,501-100%$6.7M———
Arkadios Wealth Advisors
N/A—56,426-56,426-100%$6.7M———
Stratos Wealth Advisors, LLC
N/A—56,161-56,161-100%$6.7M———
WCG Wealth Advisors LLC
N/A—55,705-55,705-100%$6.6M———
Nvest Financial, LLC
N/A—55,675-55,675-100%$6.6M———
Compass Financial Services Inc
N/A—55,482-55,482-100%$6.6M———
Faithward Advisors, LLC
N/A—55,387-55,387-100%$6.6M———
Jump Financial, LLC
N/A—53,972-53,972-100%$6.4M———
Hamilton Capital Partners, LLC
N/A—53,876-53,876-100%$6.4M———
Gotham Asset Management, LLC
N/A—52,300-52,300-100%$6.2M———
BFC Planning, Inc.
N/A—52,073-52,073-100%$6.2M———
Bawa N Mallick Trust
N/A—51,307-51,307-100%$6.1M———
Asset Management Group, Inc.
N/A—51,291-51,291-100%$6.1M———
BlackRock, Inc.
N/A—50,591-50,591-100%$6.0M———
World Investment Advisors
N/A—49,717-49,717-100%$5.2M———
QRG Capital Management, Inc.
N/A—49,476-49,476-100%$5.9M———
IMA Advisory Services, Inc.
N/A—49,178-49,178-100%$5.9M———
JDM Financial Group LLC
N/A—48,164-48,164-100%$5.7M———
Townsquare Capital LLC
N/A—47,213-47,213-100%$5.6M———
Cannon Wealth Management Services, LLC
N/A—46,186-46,186-100%$5.5M———
Cary Street Partners Investment Advisory LLC
N/A—45,563-45,563-100%$5.4M———
United Capital Financial Advisors, LLC
N/A—45,105-45,105-100%$5.4M———
American Trust
N/A—45,061-45,061-100%$5.4M———
PAX Financial Group, LLC
N/A—44,045-44,045-100%$5.2M———
Franklin Resources Inc
N/A—43,698-43,698-100%$5.2M———
Wealth Watch Advisors, Inc
N/A—43,660-43,660-100%$5.2M———
Luken Investment Analytics, LLC
N/A—42,979-42,979-100%$5.1M———
Advisory Services Network, LLC
N/A—42,907-42,907-100%$5.1M———
Regimen Wealth, LLC
N/A—42,357-42,357-100%$5.0M———
HRT Financial LP
N/A—41,699-41,699-100%$5.0M———
WealthTrak Capital Management LLC
N/A—41,461-41,461-100%$4.9M———
Partners in Financial Planning
N/A—41,432-41,432-100%$4.9M———
Rollins Financial Advisors, LLC
N/A—40,945-40,945-100%$4.9M———
Foundations Investment Advisors, LLC
N/A—40,750-40,750-100%$4.8M———
Freestone Capital Holdings, LLC
N/A—40,644-40,644-100%$4.8M———
Darwin Wealth Management, LLC
N/A—40,532-40,532-100%$4.8M———
Buffalo Business & Estate Services LTD
N/A—40,468-40,468-100%$4.8M———
PCG Wealth Advisors, LLC
N/A—37,739-37,739-100%$4.5M———
D. E. Shaw & Co., Inc.
N/A—37,606-37,606-100%$4.5M———
Mpwm Advisory Solutions, LLC
N/A—36,426-36,426-100%$4.3M———
Yukon Wealth Management, Inc.
N/A—35,679-35,679-100%$4.2M———
Boulder Wealth Advisors, LLC
N/A—34,844-34,844-100%$4.1M———
Blair William & Co
N/A—34,643-34,643-100%$4.1M———
Betterment LLC
N/A—34,537-34,537-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—34,315-34,315-100%$4.1M———
N.E.W. Advisory Services LLC
N/A—34,210-34,210-100%$4.1M———
Sequoia Financial Advisors, LLC
N/A—34,109-34,109-100%$4.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—34,067-34,067-100%$4.1M———
Retirement Income Solutions, Inc
N/A—33,419-33,419-100%$3.3M———
Lbmc Investment Advisors, LLC
N/A—33,048-33,048-100%$3.9M———
Nomura Asset Management Co LTD
N/A—33,000-33,000-100%$3.9M———
Penserra Capital Management LLC
N/A—32,720-32,720-100%$3.9M———
Mosaic Family Wealth Partners, LLC
N/A—32,592-32,592-100%$3.9M———
Coppell Advisory Solutions LLC
N/A—32,554-32,554-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—32,315-32,315-100%$3.8M———
Florida Financial Advisors, LLC
N/A—31,557-31,557-100%$3.8M———
WIN Advisors, Inc
N/A—31,378-31,378-100%$3.7M———
Rothschild Wealth LLC
N/A—31,215-31,215-100%$3.7M———
Belpointe Asset Management LLC
N/A—31,146-31,146-100%$3.7M———
Natixis Advisors, LLC
N/A—30,798-30,798-100%$3.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—30,779-30,779-100%$3.7M———
Charles Schwab Investment Management Inc
N/A—30,296-30,296-100%$3.6M———
Chatterton & Associates Inc.
N/A—29,331-29,331-100%$3.5M———
Inspire Advisors, LLC
N/A—28,897-28,897-100%$3.4M———
Pinnacle Wealth Management, LLC
N/A—28,762-28,762-100%$3.4M———
Caprock Group, LLC
N/A—28,549-28,549-100%$3.4M———
Cerity Partners Retirement Plan Advisors LLC
N/A—28,172-28,172-100%$3.4M———
Independent Advisor Alliance
N/A—27,995-27,995-100%$3.3M———
Integrity Wealth Solutions LLC
N/A—27,968-27,968-100%$3.3M———
Diversified Trust Co
N/A—26,822-26,822-100%$3.2M———
Magnolia Capital Advisors LLC
N/A—26,789-26,789-100%$3.2M———
Lowery Thomas, LLC
N/A—26,700-26,700-100%$3.2M———
Coastal Bridge Advisors, LLC
N/A—25,873-25,873-100%$3.1M———
GTS Securities LLC
N/A—25,871-25,871-100%$3.1M———
MAI Capital Management
N/A—25,722-25,722-100%$3.1M———
Commerce Bank
N/A—25,602-25,602-100%$3.0M———
Huntington National Bank
N/A—25,602-25,602-100%$3.0M———
Brookwood Investment Group LLC
N/A—24,732-24,732-100%$2.9M———
Cozad Asset Management Inc
N/A—24,530-24,530-100%$2.9M———
WealthShield Partners, LLC
N/A—23,606-23,606-100%$2.8M———
Tower Research Capital LLC (TRC)
N/A—23,182-23,182-100%$2.8M———
Freedom Investment Management, Inc.
N/A—22,907-22,907-100%$2.7M———
Empowered Funds, LLC
N/A—22,863-22,863-100%$2.7M———
Nuveen, LLC
N/A—22,569-22,569-100%$2.7M———
Vance Wealth, LLC
N/A—22,367-22,367-100%$2.7M———
Regal Investment Advisors LLC
N/A—22,313-22,313-100%$2.7M———
Rehmann Capital Advisory Group
N/A—22,090-22,090-100%$2.6M———
Cresset Asset Management, LLC
N/A—22,013-22,013-100%$2.6M———
ESL Trust Services, LLC
N/A—21,627-21,627-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—21,543-21,543-100%$2.6M———
Pinnacle Financial Partners, Inc.
N/A—21,142-21,142-100%$2.5M———
Hershey Financial Advisers, LLC
N/A—21,049-21,049-100%$2.5M———
Voya Financial Advisors, Inc.
N/A—21,015-21,015-100%$2.5M———
Pathstone Holdings, LLC
N/A—20,516-20,516-100%$2.4M———
Bank of Montreal
N/A—20,106-20,106-100%$2.4M———
Advance Capital Management, Inc.
N/A—19,824-19,824-100%$2.4M———
White Pine Capital LLC
N/A—19,499-19,499-100%$2.3M———
Tradition Wealth Management, LLC
N/A—19,468-19,468-100%$2.3M———
UBS Asset Management Americas LLC
N/A—19,386-19,386-100%$2.3M———
Byrne Financial Freedom, LLC
N/A—19,262-19,262-100%$2.3M———
Citadel Advisors LLC
N/A—18,832-18,832-100%$2.2M———
RIK Saylor Financial, Inc.
N/A—18,806-18,806-100%$2.2M———
Tiaa Wealth Investment Management LLC
N/A—18,472-18,472-100%$2.2M———
Rialto Wealth Management, LLC
N/A—18,466-18,466-100%$2.2M———
LaSalle St. Investment Advisors, LLC
N/A—18,461-18,461-100%$2.2M———
DRW Securities, LLC
N/A—18,327-18,327-100%$2.2M———
Vantage Point Financial LLC
N/A—17,606-17,606-100%$2.1M———
OneAscent Financial Services LLC
N/A—16,567-16,567-100%$2.0M———
Joule Financial, LLC
N/A—16,535-16,535-100%$2.0M———
Sfmg, LLC
N/A—16,439-16,439-100%$2.0M———
Barnes Wealth Management Group, Inc
N/A—15,949-15,949-100%$1.9M———
Fortis Capital Advisors, LLC
N/A—15,946-15,946-100%$1.9M———
Tidal Investments LLC
N/A—15,635-15,635-100%$1.9M———
Lifeworks Advisors, LLC
N/A—15,432-15,432-100%$1.8M———
IEQ Capital, LLC
N/A—15,366-15,366-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—15,292-15,292-100%$1.8M———
Fourth Dimension Wealth, LLC
N/A—15,249-15,249-100%$1.8M———
AMJ Financial Wealth Management
N/A—15,187-15,187-100%$1.5M———
Thoroughbred Financial Services, LLC
N/A—14,949-14,949-100%$1.8M———
Two Sigma Securities, LLC
N/A—14,633-14,633-100%$1.7M———
Wealthfront Advisers LLC
N/A—14,480-14,480-100%$1.7M———
Everest Financial Group LLC
N/A—14,449-14,449-100%$1.7M———
Jackson, Grant Investment Advisers, Inc.
N/A—14,221-14,221-100%$1.7M———
Stonebridge Financial Planning Group, LLC
N/A—14,097-14,097-100%$1.7M———
Invesco Ltd.
N/A—14,092-14,092-100%$1.7M———
Forefront Wealth Partners, LLC
N/A—13,948-13,948-100%$1.7M———
Es4, LLC
N/A—13,946-13,946-100%$1.7M———
Secured Retirement Advisors, LLC
N/A—13,774-13,774-100%$1.6M———
DV Trading LLC
N/A—13,700-13,700-100%$1.6M———
Strategic Wealth Partners, Ltd.
N/A—13,565-13,565-100%$1.6M———
Sun Financial Inc
N/A—13,502-13,502-100%$1.7M———
Callan Family Office, LLC
N/A—13,478-13,478-100%$1.6M———
Gentry Private Wealth, LLC
N/A—13,295-13,295-100%$1.6M———
FSB Premier Wealth Management, Inc.
N/A—12,730-12,730-100%$1.5M———
Essex Financial Services, Inc.
N/A—12,556-12,556-100%$1.5M———
Wallace Advisory Group, LLC
N/A—12,452-12,452-100%$1.5M———
Pinnacle Family Advisors, LLC
N/A—12,306-12,306-100%$1.5M———
NewEdge Wealth, LLC
N/A—12,211-12,211-100%$1.5M———
Calton & Associates, Inc.
N/A—11,966-11,966-100%$1.4M———
Ellevest, Inc.
N/A—11,901-11,901-100%$1.1M———
Tilson Financial Group, Inc.
N/A—11,631-11,631-100%$1.4M———
PMG Wealth Management, Inc.
N/A—11,320-11,320-100%$1.3M———
Kintra Wealth, LLC
N/A—10,913-10,913-100%$1.3M———
Texas Yale Capital Corp.
N/A—10,789-10,789-100%$1.3M———
Venturi Wealth Management, LLC
N/A—10,380-10,380-100%$1.2M———
BankPlus Trust Department
N/A—10,289-10,289-100%$1.2M———
Potentia Wealth
N/A—10,279-10,279-100%$1.2M———
Drive Wealth Management, LLC
N/A—10,256-10,256-100%$1.2M———
Legacy Edge Advisors, LLC
N/A—10,074-10,074-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—10,054-10,054-100%$1.2M———
Brio Consultants, LLC
N/A—10,012-10,012-100%$1.2M———
Cadia Private Client LLC
N/A—9,534-9,534-100%$1.1M———
Johnson Investment Counsel Inc
N/A—9,194-9,194-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—9,162-9,162-100%$1.1M———
SEI Investments Co
N/A—9,099-9,099-100%$1.1M———
Rosenblum Silverman Sutton S F Inc
N/A—9,095-9,095-100%$1.1M———
Bearing Point Capital, LLC
N/A—9,092-9,092-100%$1.1M———
Summit Trail Advisors, LLC
N/A—9,022-9,022-100%$1.1M———
First National Bank of Omaha
N/A—8,901-8,901-100%$1.1M———
Vanguard National Trust Co
N/A—8,890-8,890-100%$1.1M———
FreeGulliver LLC
N/A—8,776-8,776-100%$1.0M———
Wick Capital Partners, LLC
N/A—8,763-8,763-100%$770.1K———
Level Four Advisory Services, LLC
N/A—8,584-8,584-100%$1.0M———
First Trust Advisors LP
N/A—8,584-8,584-100%$1.0M———
Strategic Financial Concepts, LLC
N/A—8,466-8,466-100%$1.0M———
Snowden Capital Advisors LLC
N/A—8,205-8,205-100%$976.3K———
GeoWealth Management, LLC
N/A—8,075-8,075-100%$960.7K———
Schrum Private Wealth Management LLC
N/A—8,029-8,029-100%$667.9K———
Stephens Inc
N/A—7,846-7,846-100%$933.6K———
Founders Financial Alliance, LLC
N/A—7,538-7,538-100%$896.9K———
Capital Group Private Client Services, Inc.
N/A—7,524-7,524-100%$895.3K———
KM Capital Management Ltd.
N/A—7,409-7,409-100%$881.7K———
MOR Wealth Management, LLC
N/A—7,365-7,365-100%$876.4K———
Glenmede Trust Co NA
N/A—7,253-7,253-100%$863.0K———
Fiduciary Trust Co
N/A—7,045-7,045-100%$838.3K———
Pgim Custom Harvest LLC
N/A—6,980-6,980-100%$830.6K———
Coldstream Capital Management Inc
N/A—6,975-6,975-100%$830.0K———
Impact Partnership Wealth, LLC
N/A—6,942-6,942-100%$826.0K———
Bessemer Group Inc
N/A—6,882-6,882-100%$819.0K———
Thompson David Blair
N/A—6,539-6,539-100%$778.1K———
BBR Partners, LLC
N/A—6,500-6,500-100%$773.4K———
KMT Wealth Management, LLC
N/A—6,489-6,489-100%$772.1K———
FFT Wealth Management LLC
N/A—6,201-6,201-100%$737.8K———
Ballentine Partners, LLC
N/A—6,148-6,148-100%$731.6K———
Fidelis Capital Partners, LLC
N/A—6,140-6,140-100%$730.6K———
Intellectus Partners, LLC
N/A—6,019-6,019-100%$716.2K———
Leigh Baldwin & Co., LLC
N/A—5,998-5,998-100%$713.7K———
TFR Capital, Llc.
N/A—5,893-5,893-100%$701.2K———
Community Bank, N.A.
N/A—5,887-5,887-100%$700.5K———
URS Advisory LLC
N/A—5,852-5,852-100%$696.4K———
Concorde Asset Management, LLC
N/A—5,816-5,816-100%$692.0K———
Regatta Research & Money Management
N/A—5,802-5,802-100%$690.0K———
Flputnam Investment Management Co
N/A—5,750-5,750-100%$684.2K———
JMN Financial LLC
N/A—5,723-5,723-100%$681.0K———
Jaffetilchin Investment Partners, LLC
N/A—5,640-5,640-100%$671.1K———
Nwam LLC
N/A—5,633-5,633-100%$670.3K———
Koss-Olinger Consulting, LLC
N/A—5,609-5,609-100%$667.4K———
Maripau Wealth Management LLC
N/A—5,503-5,503-100%$654.8K———
Ruggiero Investments, Inc.
N/A—5,498-5,498-100%$654.3K———
Pure Financial Advisors, LLC
N/A—5,473-5,473-100%$651.2K———
One Charles Private Wealth Services, LLC
N/A—5,462-5,462-100%$649.9K———
Top Private Wealth Llc.
N/A—5,450-5,450-100%$648.4K———
ProVise Management Group, LLC
N/A—5,432-5,432-100%$646.4K———
BTC Capital Management, Inc.
N/A—5,378-5,378-100%$639.9K———
Northeast Planning Associates, Inc. / NH /
N/A—5,372-5,372-100%$599.2K———
Natural Investments, LLC
N/A—5,304-5,304-100%$631.0K———
Kropog Financial Group, LLC
N/A—5,124-5,124-100%$609.7K———
Vanguard Advisers Inc
N/A—5,087-5,087-100%$605.2K———
Wealthgarden F.S. LLC
N/A—5,041-5,041-100%$599.9K———
JT Stratford LLC
N/A—5,001-5,001-100%$595.1K———
Warner Group LLC
N/A—4,990-4,990-100%$593.8K———
McDonough Capital Management, Inc
N/A—4,989-4,989-100%$593.6K———
Richmond Brothers, Inc.
N/A—4,840-4,840-100%$575.9K———
EFG International AG
N/A—4,785-4,785-100%$569.4K———
Jackson Wealth Management, LLC
N/A—4,782-4,782-100%$569.0K———
Maridea Wealth Management LLC
N/A—4,758-4,758-100%$566.2K———
Vawter Financial, Ltd.
N/A—4,699-4,699-100%$559.1K———
Meeder Advisory Services, Inc.
N/A—4,690-4,690-100%$558.0K———
Purkiss Capital Advisors LLC
N/A—4,628-4,628-100%$550.7K———
Daviman Financial, LLC
N/A—4,599-4,599-100%$547.2K———
Neuberger Berman Group LLC
N/A—4,510-4,510-100%$536.7K———
National Bank of Canada
N/A—4,502-4,502-100%$535.8K———
Empower Advisory Group, LLC
N/A—4,447-4,447-100%$529.1K———
Mach-1 Financial Group, LLC
N/A—4,441-4,441-100%$528.4K———
Paladin Advisory Group, LLC
N/A—4,381-4,381-100%$521.3K———
Naviter Wealth, LLC
N/A—4,366-4,366-100%$519.5K———
Advyzon Investment Management, LLC
N/A—4,202-4,202-100%$500.1K———
SHP Wealth Management
N/A—4,148-4,148-100%$493.6K———
Donaldson Capital Management, LLC
N/A—4,089-4,089-100%$486.6K———
Moors & Cabot, Inc.
N/A—4,065-4,065-100%$483.7K———
Abbot Financial Management, Inc.
N/A—4,050-4,050-100%$481.9K———
Guardian Wealth Advisors, LLC / NC
N/A—3,983-3,983-100%$474.0K———
Stock Yards Bank & Trust Co
N/A—3,914-3,914-100%$465.7K———
Tevis Investment Management
N/A—3,882-3,882-100%$461.9K———
Deutsche Bank Ag\
N/A—3,870-3,870-100%$460.5K———
Main Street Financial Solutions, LLC
N/A—3,863-3,863-100%$459.7K———
Copley Financial Group, Inc.
N/A—3,828-3,828-100%$455.5K———
Keebeck Wealth Management
N/A—3,808-3,808-100%$453.2K———
Protective Life Corp
N/A—3,801-3,801-100%$452.3K———
Keener Financial Planning LLC
N/A—3,744-3,744-100%$445.0K———
Amara Financial, Llc.
N/A—3,726-3,726-100%$443.4K———
Prostatis Group LLC
N/A—3,689-3,689-100%$438.9K———
Millennium Management LLC
N/A—3,664-3,664-100%$436.0K———
Kelman-Lazarov, Inc.
N/A—3,659-3,659-100%$435.4K———
Dravo BAY LLC
N/A—3,625-3,625-100%$431.3K———
King Wealth Management Group
N/A—3,545-3,545-100%$422.0K———
Toews Corp
N/A—3,499-3,499-100%$416.3K———
Benson Wealth Management Inc
N/A—3,494-3,494-100%$415.8K———
Condor Capital Management
N/A—3,483-3,483-100%$414.4K———
Topsail Wealth Management, LLC
N/A—3,468-3,468-100%$412.6K———
Bogart Wealth, LLC
N/A—3,451-3,451-100%$410.7K———
Madden Advisory Services, Inc.
N/A—3,433-3,433-100%$408.5K———
Balyasny Asset Management L.P.
N/A—3,419-3,419-100%$406.8K———
Cornerstone Financial Group, LLC
N/A—3,419-3,419-100%$406.8K———
BlackDiamond Wealth Management, LLC
N/A—3,417-3,417-100%$419.4K———
Stratos Investment Management, LLC
N/A—3,345-3,345-100%$398.1K———
Everstar Asset Management, LLC
N/A—3,344-3,344-100%$397.9K———
RWA Wealth Partners, LLC
N/A—3,308-3,308-100%$393.6K———
Fiduciary Group, LLC
N/A—3,249-3,249-100%$386.6K———
Fiduciary Financial Advisors
N/A—3,238-3,238-100%$384.9K———
AlTi Global, Inc.
N/A—3,232-3,232-100%$384.6K———
Drucker Wealth 3.0, LLC
N/A—3,218-3,218-100%$382.9K———
Dorsey & Whitney Trust Co LLC
N/A—3,185-3,185-100%$379.0K———
Entelevest, LLC
N/A—3,176-3,176-100%$378.0K———
Ballast Advisors LLC
N/A—3,109-3,109-100%$370.0K———
Investment Advisory Services Group LLC
N/A—3,091-3,091-100%$367.8K———
Peak Asset Management, LLC
N/A—3,090-3,090-100%$367.6K———
Solano Wealth Investment Advisors LLC
N/A—3,080-3,080-100%$366.5K———
Warner Financial, Inc
N/A—3,048-3,048-100%$362.7K———
Choate Investment Advisors
N/A—3,033-3,033-100%$360.9K———
Valued Retirements, Inc.
N/A—3,004-3,004-100%$357.4K———
Hilltop Holdings Inc.
N/A—2,985-2,985-100%$355.2K———
Compass Capital Corp
N/A—2,971-2,971-100%$365.1K———
Laraway Financial Advisors Inc
N/A—2,929-2,929-100%$348.5K———
Private Wealth Asset Management, LLC
N/A—2,824-2,824-100%$336.0K———
Strategies Wealth Advisors, LLC
N/A—2,794-2,794-100%$332.5K———
Atlantic Union Bankshares Corp
N/A—2,747-2,747-100%$326.9K———
Up Capital Management, Inc.
N/A—2,747-2,747-100%$326.8K———
Falcon Wealth Planning
N/A—2,705-2,705-100%$321.9K———
Zinnia Wealth Advisory, LLC
N/A—2,705-2,705-100%$321.9K———
WNY Asset Management, LLC
N/A—2,691-2,691-100%$320.2K———
Second Line Capital, LLC
N/A—2,685-2,685-100%$319.5K———
SageView Advisory Group, LLC
N/A—2,681-2,681-100%$319.0K———
LRI Investments, LLC
N/A—2,647-2,647-100%$315.0K———
von Borstel & Associates, Inc.
N/A—2,630-2,630-100%$313.0K———
IFS Group,LLC
N/A—2,627-2,627-100%$312.5K———
Smith, Moore & Co.
N/A—2,616-2,616-100%$311.2K———
Ameriflex Group, Inc.
N/A—2,573-2,573-100%$306.2K———
Brown Brothers Harriman & Co
N/A—2,478-2,478-100%$294.9K———
Goepper Burkhardt LLC
N/A—2,470-2,470-100%$293.9K———
Colonial Trust Co / SC
N/A—2,447-2,447-100%$291.2K———
CIBC World Market Inc.
N/A—2,406-2,406-100%$286.3K———
Accretive Wealth Partners, LLC
N/A—2,400-2,400-100%$285.5K———
Red Door Wealth Management, LLC
N/A—2,386-2,386-100%$283.9K———
North Star Asset Management Inc
N/A—2,375-2,375-100%$282.6K———
Strathmore Capital Advisors, Inc.
N/A—2,268-2,268-100%$267.7K———
O'rourke & Company, Inc
N/A—2,242-2,242-100%$266.9K———
German American Bancorp, Inc.
N/A—2,214-2,214-100%$263.4K———
SageGuard Financial Group, LLC
N/A—2,157-2,157-100%$256.7K———
JMG Financial Group, Ltd.
N/A—2,136-2,136-100%$254.2K———
Squarepoint Ops LLC
N/A—2,132-2,132-100%$253.7K———
Kovack Advisors, Inc.
N/A—2,130-2,130-100%$252.4K———
Peapack Gladstone Financial Corp
N/A—2,129-2,129-100%$253.0K———
Argent Trust Co
N/A—2,113-2,113-100%$251.4K———
Klcm Advisors, Inc.
N/A—2,104-2,104-100%$250.4K———
Highland Investment Advisors LLC
N/A—2,082-2,082-100%$247.8K———
Peak Retirement Planning, Inc.
N/A—2,056-2,056-100%$244.6K———
Spinnaker Trust
N/A—2,034-2,034-100%$242.0K———
Rothschild Investment LLC
N/A—2,031-2,031-100%$241.7K———
LEE Johnson Capital Management, LLC
N/A—1,997-1,997-100%$237.6K———
Sachetta, LLC
N/A—1,993-1,993-100%$237.2K———
First American Trust, FSB
N/A—1,985-1,985-100%$236.2K———
Fisher Asset Management, LLC
N/A—1,956-1,956-100%$232.9K———
Sequent Planning LLC
N/A—1,944-1,944-100%$231.3K———
HHM Wealth Advisors, LLC
N/A—1,905-1,905-100%$226.7K———
Planning Alternatives LTD
N/A—1,890-1,890-100%$224.9K———
Ameritas Investment Partners, Inc.
N/A—1,865-1,865-100%$221.9K———
PFG Investments, LLC
N/A—1,861-1,861-100%$221.4K———
Waddell & Associates, LLC
N/A—1,854-1,854-100%$220.6K———
truNorth Financial Services, Inc.
N/A—1,843-1,843-100%$219.3K———
Baker Avenue Asset Management, LP
N/A—1,841-1,841-100%$219.1K———
Resolute Wealth Strategies, LLC
N/A—1,834-1,834-100%$218.2K———
Intrepid Financial Planning Group LLC
N/A—1,832-1,832-100%$218.0K———
Palladiem, LLC
N/A—1,832-1,832-100%$218.0K———
Crewe Advisors LLC
N/A—1,797-1,797-100%$213.8K———
Cambria Investment Management, L.P.
N/A—1,791-1,791-100%$213.1K———
Garden State Investment Advisory Services LLC
N/A—1,789-1,789-100%$212.8K———
Hudson Portfolio Management LLC
N/A—1,777-1,777-100%$211.4K———
HBK Sorce Advisory LLC
N/A—1,717-1,717-100%$209.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,703-1,703-100%$202.9K———
Prosperity Consulting Group, LLC
N/A—1,689-1,689-100%$201.0K———
Johnson Financial Group, Inc.
N/A—1,673-1,673-100%$199.1K———
FAS Wealth Partners, Inc.
N/A—1,645-1,645-100%$195.7K———
Crews Bank & Trust
N/A—1,563-1,563-100%$186.0K———
PlanVest Financial, Inc
N/A—1,545-1,545-100%$183.8K———
Clearstead Advisors, LLC
N/A—1,340-1,340-100%$159.5K———
Miller Capital Partners, Inc.
N/A—1,301-1,301-100%$154.8K———
Prestige Wealth Management Group LLC
N/A—1,223-1,223-100%$145.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,155-1,155-100%$137.5K———
Steigerwald, Gordon & Koch Inc.
N/A—1,100-1,100-100%$130.9K———
Napier Financial, LLC
N/A—1,098-1,098-100%$130.6K———
Hantz Financial Services, Inc.
N/A—1,044-1,044-100%$124.0K———
Whittier Trust Co
N/A—1,040-1,040-100%$123.4K———
Strategic Investment Advisors / MI
N/A—1,038-1,038-100%$123.5K———
Caldwell Sutter Capital, Inc.
N/A—1,029-1,029-100%$122.4K———
Providence Capital Advisors, LLC
N/A—1,010-1,010-100%$120.2K———
Russell Investments Group, Ltd.
N/A—980-980-100%$116.6K———
Winch Advisory Services, LLC
N/A—979-979-100%$116.5K———
Coston, McIsaac & Partners
N/A—885-885-100%$105.0K———
Howe & Rusling Inc
N/A—750-750-100%$89.2K———
Heritage Wealth Advisors
N/A—728-728-100%$86.6K———
Caitlin John, LLC
N/A—721-721-100%$85.8K———
Ancora Advisors LLCA
N/A—709-709-100%$84.4K———
Luminist Capital LLC
N/A—663-663-100%$78.9K———
Richard W. Paul & Associates, LLC
N/A—648-648-100%$77.1K———
Meramec Financial Planners, LLC
N/A—555-555-100%$63.6K———
Oakmont Advisory Group, LLC
N/A—550-550-100%$65.4K———
Federation des caisses Desjardins du Quebec
N/A—528-528-100%$62.8K———
Strive Financial Group,LLC
N/A—527-527-100%$62.7K———
Zions Bancorporation, National Association
N/A—517-517-100%$61.5K———
Nova Wealth Management, Inc.
N/A—499-499-100%$59.4K———
Copia Wealth Management
N/A—481-481-100%$57.2K———
Wellington Grp LLC
N/A—475-475-100%$46.5K———
Leo H. Evart, Inc.
N/A—459-459-100%$54.7K———
VSM Wealth Advisory, LLC
N/A—450-450-100%$53.6K———
Bartlett & Co. Wealth Management LLC
N/A—450-450-100%$53.5K———
Family Manage LLC
N/A—445-445-100%$53.0K———
Innovative Asset Advisors Group, LLC
N/A—385-385-100%$45.8K———
Integrity Financial Corp
N/A—384-384-100%$45.6K———
Cornerstone Financial Management LLC
N/A—321-321-100%$38.2K———
Atlantic Private Wealth, LLC
N/A—312-312-100%$37.1K———
Mcguire Capital Advisors Inc
N/A—301-301-100%$35.8K———
Lowe Brockenbrough & Co Inc
N/A—300-300-100%$35.7K———
HM Payson & Co
N/A—288-288-100%$34.3K———
Financial Life Planners
N/A—271-271-100%$32.3K———
SOA Wealth Advisors, Llc.
N/A—266-266-100%$31.7K———
Monetary Management Group Inc
N/A—250-250-100%$29.7K———
Keating Financial Advisory Services, Inc.
N/A—250-250-100%$29.7K———
Godfrey Financial Associates, Inc.
N/A—200-200-100%$23.8K———
Peterson Wealth Management
N/A—174-174-100%$20.7K———
Sittner & Nelson, LLC
N/A—172-172-100%$20.5K———
Addison Advisors LLC
N/A—152-152-100%$18.1K———
Mark Sheptoff Financial Planning, LLC
N/A—138-138-100%$16.4K———
Imprint Wealth LLC
N/A—130-130-100%$15.5K———
Burnham & Co LLC
N/A—130-130-100%$15.5K———
Morse Asset Management, Inc
N/A—117-117-100%$13.9K———
BOK Financial Private Wealth, Inc.
N/A—91-91-100%$10.8K———
Vision Retirement, LLC
N/A—63-63-100%$7.5K———
TD Capital Management LLC
N/A—60-60-100%$7.1K———
Rice Partnership, LLC
N/A—55-55-100%$6.5K———
Roble, Belko & Company, Inc
N/A—53-53-100%$6———
Beaird Harris Wealth Management, LLC
N/A—51-51-100%$6.1K———
Logan Capital Management Inc
N/A—40-40-100%$4.8K———
Greykasell Wealth Strategies, Inc.
N/A—37-37-100%$4.4K———
Hamrick Investment Counsel, llc
N/A—30-30-100%$3.6K———
Atomic Invest LLC
N/A—23-23-100%$2.7K———
Game Plan Financial Advisors, LLC
N/A—15-15-100%$7.8K———
Broadwater Capital Management LLC
N/A—15-15-100%$1.8K———
Hollencrest Capital Management
N/A—12-12-100%$1.4K———
Operose Advisors LLC
N/A—9-9-100%$1.1K———
Truvestments Capital LLC
N/A—3-3-100%$357———
Alerus Financial NA
N/A—2-2-100%$238———
Showing 1478 of 1478 institutions