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SS Spdr P S&P 500 Value ETF (SPYV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Willis Johnson Wealth, Inc.
INCREASED
Shares6,376,136 from 6,252,618
Change+123,518 (+2%)
Value$389.8M (+$9.7M)
Filed 2026-11-03
Connecticut Wealth Management, LLC
INCREASED
Shares4,986,061 from 4,665,939
Change+320,122 (+7%)
Value$304.8M (+$21.2M)
Filed 2026-10-13
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares4,302,423 from 4,302,423
Change0 (0%)
Value$263.0M (+$1.5M)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares3,073,276 from 2,818,867
Change+254,409 (+9%)
Value$194.0M (+$18.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,073,276 from 2,818,867
Change+254,409 (+9%)
Value$194.0M (+$18.5M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,906,865 from 2,831,310
Change+75,555 (+3%)
Value$180.8M (+$6.0M)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,819,507 from 2,693,155
Change+126,352 (+5%)
Value$172.4M (+$8.6M)
Filed 2026-10-29
Angeles Wealth Management, LLC
INCREASED
Shares2,427,158 from 2,311,111
Change+116,047 (+5%)
Value$148.4M (+$7.9M)
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares2,179,469 from 2,033,800
Change+145,669 (+7%)
Value$133.2M (+$9.6M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares2,118,276 from 2,167,693
Change-49,417 (-2%)
Value$129.5M (-$2.3M)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares2,010,412 from 1,922,651
Change+87,761 (+5%)
Value$122.9M (+$6.0M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares2,006,798 from 1,931,275
Change+75,523 (+4%)
Value$122.7M (+$5.3M)
Filed 2026-10-21
Bell Bank
INCREASED
Shares1,734,577 from 1,694,652
Change+39,925 (+2%)
Value$106.0M (+$3.0M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
INCREASED
Shares1,603,939 from 1,488,475
Change+115,464 (+8%)
Value$98.0M (+$7.6M)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares1,567,448 from 1,525,773
Change+41,675 (+3%)
Value$95.8M (+$3.1M)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares1,555,804 from 1,898,954
Change-343,150 (-18%)
Value$95.1M (-$20.3M)
Filed 2026-10-28
Simon Quick Advisors, LLC
DECREASED
Shares1,523,449 from 1,524,098
Change-649 (0%)
Value$93.1M (+$478.5K)
Filed 2026-10-26
KWB Wealth
DECREASED
Shares1,356,608 from 1,365,288
Change-8,680 (-1%)
Value$82.9M (-$66.4K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares1,274,882 from 1,337,444
Change-62,562 (-5%)
Value$77.9M (-$3.4M)
Filed 2026-10-26
Klingman & Associates, LLC
DECREASED
Shares1,167,623 from 1,173,526
Change-5,903 (0%)
Value$71.4M (+$38.2K)
Filed 2026-10-20
71 West Capital Partners
DECREASED
Shares1,059,376 from 1,072,643
Change-13,267 (-1%)
Value$64.8M (-$446.3K)
Filed 2026-11-04
Confluence Investment Management LLC
DECREASED
Shares1,029,031 from 1,047,254
Change-18,223 (-2%)
Value$62.9M (-$757.9K)
Filed 2026-10-01
Whitcomb & Hess, Inc.
INCREASED
Shares1,005,556 from 991,666
Change+13,890 (+1%)
Value$61.5M (+$1.2M)
Filed 2026-10-07
Moneco Advisors, LLC
INCREASED
Shares939,623 from 846,807
Change+92,816 (+11%)
Value$57.4M (+$6.0M)
Filed 2026-11-05
Courier Capital LLC
INCREASED
Shares895,911 from 849,798
Change+46,113 (+5%)
Value$54.8M (+$3.1M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares880,986 from 849,235
Change+31,751 (+4%)
Value$53.9K (-$51.6M)
Filed 2026-11-02
Nottingham Advisors, Inc.
INCREASED
Shares876,320 from 747,960
Change+128,360 (+17%)
Value$53.7M (-$970.5K)
Filed 2026-10-29
CGN Advisors LLC
INCREASED
Shares867,975 from 859,839
Change+8,136 (+1%)
Value$53.1M (+$789.7K)
Filed 2026-10-21
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares825,334 from 830,431
Change-5,097 (-1%)
Value$50.5M (-$29.2K)
Filed 2026-11-03
Arrow Financial Corp
DECREASED
Shares769,595 from 770,376
Change-781 (0%)
Value$47.0M (+$214.2K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares756,135 from 767,081
Change-10,946 (-1%)
Value$46.7M (+$97.8K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares753,937 from 739,292
Change+14,645 (+2%)
Value$46.1M (+$1.1M)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
DECREASED
Shares748,161 from 764,278
Change-16,117 (-2%)
Value$45.7M (-$725.4K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares746,904 from 739,442
Change+7,462 (+1%)
Value$45.7M (+$707.6K)
Filed 2026-11-02
Facet Wealth, Inc.
DECREASED
Shares733,589 from 793,438
Change-59,849 (-8%)
Value$44.8M (-$3.4M)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares725,083
Change+725,083
Value$44.3M
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares721,651 from 1,211,498
Change-489,847 (-40%)
Value$44.1M (-$29.5M)
Filed 2026-10-27
ERn Financial, LLC
DECREASED
Shares708,557 from 712,567
Change-4,010 (-1%)
Value$43.3M (-$2.9K)
Filed 2026-10-28
Accredited Investors Inc.
DECREASED
Shares698,970 from 701,724
Change-2,754 (0%)
Value$42.7M (+$70.2K)
Filed 2026-11-03
Vicus Capital
DECREASED
Shares696,862 from 705,222
Change-8,360 (-1%)
Value$42.6M (-$271.3K)
Filed 2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares665,906 from 677,779
Change-11,873 (-2%)
Value$40.7M (-$495.3K)
Filed 2026-10-26
Fluent Financial, LLC
NEW
Shares665,051
Change+665,051
Value$40.7M
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares619,957 from 626,738
Change-6,781 (-1%)
Value$37.9M (-$201.4K)
Filed 2026-10-27
Waller Financial Planning Group, Inc
INCREASED
Shares613,847 from 577,788
Change+36,059 (+6%)
Value$37.5M (+$2.4M)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares601,407 from 606,028
Change-4,621 (-1%)
Value$36.8K (-$36.8M)
Filed 2026-11-05
Shepherd Financial Partners LLC
INCREASED
Shares568,535 from 552,003
Change+16,532 (+3%)
Value$34.8M (+$1.2M)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares566,363 from 560,275
Change+6,088 (+1%)
Value$34.6M (+$562.6K)
Filed 2026-10-21
Roberts Financial Services LLC
INCREASED
Shares558,515 from 552,950
Change+5,565 (+1%)
Value$34.1M (+$528.2K)
Filed 2026-10-23
Brandywine OAK Private Wealth LLC
DECREASED
Shares549,589 from 565,753
Change-16,164 (-3%)
Value$33.6M (-$795.7K)
Filed 2026-10-23
Navigation Group, LLC
INCREASED
Shares549,363 from 544,682
Change+4,681 (+1%)
Value$33.6M (+$471.3K)
Filed 2026-10-28
Choice Wealth Advisors LLC
INCREASED
Shares549,152 from 544,554
Change+4,598 (+1%)
Value$33.6M (+$466.2K)
Filed 2026-10-16
Gibbs Wealth Management
INCREASED
Shares547,098 from 464,334
Change+82,764 (+18%)
Value$33.4M (+$5.2M)
Filed 2026-10-22
Hamilton Capital, LLC
INCREASED
Shares517,275 from 483,626
Change+33,649 (+7%)
Value$31.6M (+$2.2M)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED
Shares516,081 from 498,018
Change+18,063 (+4%)
Value$31.5M (+$1.3M)
Filed 2026-10-22
Harbor Group, Inc.
INCREASED
Shares511,073 from 500,828
Change+10,245 (+2%)
Value$31.2M (+$796.6K)
Filed 2026-10-14
SkyOak Wealth, LLC
INCREASED
Shares501,431 from 487,942
Change+13,489 (+3%)
Value$30.7M (+$990.5K)
Filed 2026-10-28
Leslie Global Wealth, LLC
INCREASED
Shares498,723 from 498,627
Change+96 (+0%)
Value$30.5M (+$175.4K)
Filed 2026-10-26
Marathon Mission, Inc.
INCREASED
Shares498,156 from 493,644
Change+4,512 (+1%)
Value$30.5M (+$443.7K)
Filed 2026-10-01
BIP Wealth, LLC
DECREASED
Shares497,679 from 520,295
Change-22,616 (-4%)
Value$30.4M (-$1.2M)
Filed 2026-10-22
CX Institutional
INCREASED
Shares489,362 from 307,901
Change+181,461 (+59%)
Value$29.9K (+$11.2K)
Filed 2026-10-02
Avantax Planning Partners, Inc.
DECREASED
Shares486,390 from 509,111
Change-22,721 (-4%)
Value$29.7M (-$1.2M)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares480,302 from 463,488
Change+16,814 (+4%)
Value$29.4M (+$1.2M)
Filed 2026-10-08
Rodgers & Associates, LTD
DECREASED
Shares477,773 from 487,758
Change-9,985 (-2%)
Value$29.2M (-$444.6K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares469,709 from 447,664
Change+22,045 (+5%)
Value$28.7M (+$1.5M)
Filed 2026-10-30
True Blue Financial, LLC
INCREASED
Shares464,470 from 322,945
Change+141,525 (+44%)
Value$28.4M (+$8.8M)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares462,805 from 464,874
Change-2,069 (0%)
Value$28.3M (+$31.6K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares462,707 from 459,724
Change+2,983 (+1%)
Value$28.3M (+$338.7K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares455,920 from 455,543
Change+377 (+0%)
Value$27.9M (+$177.9K)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
INCREASED
Shares447,216 from 425,308
Change+21,908 (+5%)
Value$27.3M (+$1.5M)
Filed 2026-10-30
SilverOak Wealth Management LLC
INCREASED
Shares432,401 from 430,513
Change+1,888 (+0%)
Value$26.4M (+$261.8K)
Filed 2026-10-29
Granville Capital, Inc.
INCREASED
Shares428,309 from 402,146
Change+26,163 (+7%)
Value$26.2M (+$1.7M)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares416,551 from 403,951
Change+12,600 (+3%)
Value$25.5M (+$907.6K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares412,480 from 382,760
Change+29,720 (+8%)
Value$25.2M (+$1.9M)
Filed 2026-11-02
Constellation Investments, Inc.
DECREASED
Shares403,094 from 712,000
Change-308,906 (-43%)
Value$24.6M (-$18.6M)
Filed 2026-10-28
Cardinal Strategic Wealth Guidance
INCREASED
Shares401,144 from 382,298
Change+18,846 (+5%)
Value$24.5M (+$1.3M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares379,617 from 358,913
Change+20,704 (+6%)
Value$23.2K (-$21.8M)
Filed 2026-10-26
Visionary Horizons, LLC
DECREASED
Shares376,240 from 389,843
Change-13,603 (-3%)
Value$23.0M (-$699.0K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares368,611 from 191,510
Change+177,101 (+92%)
Value$22.5M (+$10.9M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
DECREASED
Shares367,211 from 412,981
Change-45,770 (-11%)
Value$22.4M (-$2.7M)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares361,059 from 453,394
Change-92,335 (-20%)
Value$22.1M (-$5.5M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares360,930 from 381,932
Change-21,002 (-5%)
Value$22.1M (-$1.2M)
Filed 2026-11-05
Destiny Capital Corp
DECREASED
Shares360,036 from 371,790
Change-11,754 (-3%)
Value$22.0M (-$592.1K)
Filed 2026-11-03
1834 Investment Advisors Co
INCREASED
Shares358,033 from 351,475
Change+6,558 (+2%)
Value$21.9M (+$520.4K)
Filed 2026-10-16
Ackerman Capital Advisors, LLC
DECREASED
Shares343,228 from 343,550
Change-322 (0%)
Value$21.0M (+$97.2K)
Filed 2026-10-30
Horizon Financial Services, LLC
INCREASED
Shares339,548 from 332,489
Change+7,059 (+2%)
Value$20.8M (+$544.5K)
Filed 2026-11-04
Foguth Wealth Management, Llc.
DECREASED
Shares339,476 from 348,042
Change-8,566 (-2%)
Value$21.4M (-$788)
Filed 2026-10-19
Windsor Capital Management, LLC
INCREASED
Shares339,283 from 332,851
Change+6,432 (+2%)
Value$20.7M (+$506.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares336,939 from 338,842
Change-1,903 (-1%)
Value$20.6M (-$1.1K)
Filed 2026-10-30
Northern Capital Management, Inc.
INCREASED
Shares332,070 from 322,571
Change+9,499 (+3%)
Value$20.3M (+$690.3K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares321,432 from 316,139
Change+5,293 (+2%)
Value$19.6M (+$431.0K)
Filed 2026-11-03
Power Wealth Management LLC
INCREASED
Shares317,764 from 281,112
Change+36,652 (+13%)
Value$19.4M (+$2.3M)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares316,500 from 326,748
Change-10,248 (-3%)
Value$19.3M (-$515.3K)
Filed 2026-10-30
Portside Wealth Group, LLC
INCREASED
Shares316,320 from 255,960
Change+60,360 (+24%)
Value$19.3M (+$3.8M)
Filed 2026-10-20
Goodman Advisory Group, LLC
NEW
Shares314,962
Change+314,962
Value$19.3M
Filed 2026-11-02
Novem Group
INCREASED
Shares304,149 from 300,595
Change+3,554 (+1%)
Value$18.6M (+$319.5K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares300,067 from 295,932
Change+4,135 (+1%)
Value$18.4M (+$456.5K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
DECREASED
Shares297,937 from 299,764
Change-1,827 (-1%)
Value$18.2M (-$9.8K)
Filed 2026-10-26
Freestate Advisors LLC
DECREASED
Shares297,424 from 325,280
Change-27,856 (-9%)
Value$18.2M (-$1.6M)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares290,802 from 292,995
Change-2,193 (-1%)
Value$17.8M (-$34.4K)
Filed 2026-10-19
Probity Advisors, Inc.
INCREASED
Shares286,548 from 275,176
Change+11,372 (+4%)
Value$17.5M (+$788.7K)
Filed 2026-10-23
Stevens Capital Partners
INCREASED
Shares285,094 from 262,126
Change+22,968 (+9%)
Value$17.4M (+$1.5M)
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED
Shares283,556 from 313,553
Change-29,997 (-10%)
Value$17.3M (-$1.7M)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares279,283 from 315,733
Change-36,450 (-12%)
Value$17.1M (-$2.1M)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED
Shares278,947 from 265,947
Change+13,000 (+5%)
Value$17.1M (+$885.1K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares267,073
Change+267,073
Value$16.3M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares267,073 from 288,652
Change-21,579 (-7%)
Value$16.3M (-$1.2M)
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares262,460 from 271,475
Change-9,015 (-3%)
Value$16.0M (-$458.8K)
Filed 2026-10-21
One Advisory Partners, LLC
NEW
Shares260,857
Change+260,857
Value$15.9M
Filed 2026-10-22
Hobart Private Capital, LLC
INCREASED
Shares249,676 from 247,956
Change+1,720 (+1%)
Value$15.3M (+$189.4K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares249,256 from 262,013
Change-12,757 (-5%)
Value$15.2M (-$690.8K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares248,133 from 255,696
Change-7,563 (-3%)
Value$15.2M (-$375.4K)
Filed 2026-11-05
Private Wealth Group, LLC
INCREASED
Shares241,507 from 221,416
Change+20,091 (+9%)
Value$14.8M (+$1.3M)
Filed 2026-10-19
TME Financial, Inc.
INCREASED
Shares241,282 from 227,305
Change+13,977 (+6%)
Value$14.7M (+$931.7K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares237,492 from 315,142
Change-77,650 (-25%)
Value$14.5M (-$4.6M)
Filed 2026-10-21
Financial Council, LLC
INCREASED
Shares235,439 from 227,017
Change+8,422 (+4%)
Value$14.4M (+$592.0K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares235,016 from 233,175
Change+1,841 (+1%)
Value$14.4M (+$191.8K)
Filed 2026-10-15
Guardian Wealth Advisors, LLC
INCREASED
Shares231,483 from 219,716
Change+11,767 (+5%)
Value$14.8M (+$1.5M)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares231,213 from 932,631
Change-701,418 (-75%)
Value$14.1K (-$56.7M)
Filed 2026-10-23
Optimist Retirement Group LLC
DECREASED
Shares229,320 from 232,705
Change-3,385 (-1%)
Value$14.0M (-$127.8K)
Filed 2026-10-30
Aureum Wealth Management, LLC
INCREASED
Shares227,528 from 223,035
Change+4,493 (+2%)
Value$13.9M (+$350.5K)
Filed 2026-10-15
TrueWealth Advisors, LLC
INCREASED
Shares227,095 from 217,901
Change+9,194 (+4%)
Value$13.9M (+$636.1K)
Filed 2026-10-09
Smithbridge Asset Management Inc
DECREASED
Shares220,833 from 222,782
Change-1,949 (-1%)
Value$13.5M (-$43.4K)
Filed 2026-10-19
Cynosure Group, LLC
DECREASED
Shares219,389 from 234,630
Change-15,241 (-6%)
Value$13.4M (-$851.9K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares216,747 from 301,939
Change-85,192 (-28%)
Value$13.2M (-$5.1M)
Filed 2026-10-23
Vision Capital Management, Inc.
INCREASED
Shares215,561 from 115,939
Change+99,622 (+86%)
Value$13.2M (+$6.1M)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares215,176 from 217,539
Change-2,363 (-1%)
Value$13.2M (-$70.5K)
Filed 2026-10-21
GenWealth Group, Inc.
DECREASED
Shares212,693 from 215,686
Change-2,993 (-1%)
Value$13.0M (-$109.6K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares211,273 from 199,255
Change+12,018 (+6%)
Value$12.9M (+$802.4K)
Filed 2026-10-21
BCS Wealth Management
INCREASED
Shares203,160 from 202,146
Change+1,014 (+1%)
Value$12.4M (+$130.8K)
Filed 2026-11-03
Northwest Wealth Advisors, LLC
INCREASED
Shares201,003 from 187,942
Change+13,061 (+7%)
Value$12.3M (+$862.3K)
Filed 2026-11-02
Reston Wealth Management LLC
DECREASED
Shares200,805 from 209,182
Change-8,377 (-4%)
Value$12.3M (-$441.0K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
DECREASED
Shares195,324 from 196,252
Change-928 (0%)
Value$11.9M (+$10.0K)
Filed 2026-11-03
Pecaut & Co.
INCREASED
Shares189,740 from 185,397
Change+4,343 (+2%)
Value$11.6M (+$328.6K)
Filed 2026-10-27
Madrid Financial Services
DECREASED
Shares187,980 from 190,549
Change-2,569 (-1%)
Value$11.5M (-$92.2K)
Filed 2026-11-03
Vertrix Wealth Management, LLC
DECREASED
Shares186,810 from 199,787
Change-12,977 (-6%)
Value$11.4M (-$725.4K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares183,116 from 183,066
Change+50 (+0%)
Value$11.2M (+$65.3K)
Filed 2026-10-19
Bensler, LLC
INCREASED
Shares182,158 from 172,288
Change+9,870 (+6%)
Value$11.1M (+$661.9K)
Filed 2026-11-05
Stone Summit Wealth LLC
INCREASED
Shares177,070 from 152,106
Change+24,964 (+16%)
Value$10.8M (+$1.6M)
Filed 2026-10-14
Foronjy Financial LLC
DECREASED
Shares173,774 from 177,040
Change-3,266 (-2%)
Value$10.6M (-$139.4K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
INCREASED
Shares172,850 from 169,765
Change+3,085 (+2%)
Value$10.6M (+$246.3K)
Filed 2026-10-21
Cobblestone Asset Management LLC
INCREASED
Shares172,096 from 167,149
Change+4,947 (+3%)
Value$10.5M (+$359.2K)
Filed 2026-10-13
Lynch & Associates
INCREASED
Shares170,605 from 166,194
Change+4,411 (+3%)
Value$10.4M (+$326.2K)
Filed 2026-10-13
Financial Management Professionals, Inc.
INCREASED
Shares169,907 from 166,508
Change+3,399 (+2%)
Value$10.4M (+$264.4K)
Filed 2026-10-23
Oak Harvest Investment Services
DECREASED
Shares169,447 from 171,595
Change-2,148 (-1%)
Value$10.4M (-$73.0K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares168,463 from 167,230
Change+1,233 (+1%)
Value$10.3M (+$132.2K)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares167,383 from 109,824
Change+57,559 (+52%)
Value$10.2M (+$3.6M)
Filed 2026-11-03
Uptown Financial Advisors LLC
INCREASED
Shares165,885 from 164,321
Change+1,564 (+1%)
Value$10.1M (+$151.5K)
Filed 2026-10-15
SeedSafe Financial LLC
INCREASED
Shares165,174 from 146,629
Change+18,545 (+13%)
Value$10.1M (+$1.2M)
Filed 2026-11-02
Town Capital LLC
INCREASED
Shares165,121 from 156,609
Change+8,512 (+5%)
Value$10.1M (+$573.6K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares163,658 from 154,529
Change+9,129 (+6%)
Value$10.0M (+$610.6K)
Filed 2026-10-13
Auour Investments LLC
DECREASED
Shares161,894 from 165,322
Change-3,428 (-2%)
Value$9.9M (-$153.3K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
DECREASED
Shares160,156 from 161,722
Change-1,566 (-1%)
Value$9.8M (-$40.8K)
Filed 2026-10-20
Members Wealth LLC
INCREASED
Shares159,759 from 150,222
Change+9,537 (+6%)
Value$9.9M (+$741.1K)
Filed 2026-10-20
Greenwood Capital Associates LLC
INCREASED
Shares159,306 from 154,433
Change+4,873 (+3%)
Value$9.7M (+$350.4K)
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares154,279 from 158,714
Change-4,435 (-3%)
Value$9.4M (-$217.2K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares152,094 from 119,996
Change+32,098 (+27%)
Value$9.3M (+$2.0M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares151,902 from 136,148
Change+15,754 (+12%)
Value$9.3M (+$1.0M)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares151,632 from 142,806
Change+8,826 (+6%)
Value$9.3M (+$588.1K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares150,737 from 152,069
Change-1,332 (-1%)
Value$9.2M (-$29.7K)
Filed 2026-11-02
Ceera Investments, LLC
INCREASED
Shares150,253 from 108,046
Change+42,207 (+39%)
Value$9.2M (+$2.6M)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares146,856 from 155,533
Change-8,677 (-6%)
Value$9.1M (-$401.4K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares140,519 from 140,864
Change-345 (0%)
Value$8.6M (+$26.8K)
Filed 2026-10-13
Milestones Private Investment Advisors LLC
INCREASED
Shares140,096 from 138,243
Change+1,853 (+1%)
Value$8.6M (+$160.3K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares139,911 from 136,124
Change+3,787 (+3%)
Value$8.6M (+$277.8K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
DECREASED
Shares139,134 from 141,742
Change-2,608 (-2%)
Value$8.5M (-$111.6K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
INCREASED
Shares138,306 from 137,525
Change+781 (+1%)
Value$8.5M (+$94.5K)
Filed 2026-10-16
VMS Asset Management Limited
NEW
Shares134,020
Change+134,020
Value$8.2M
Filed 2026-10-15
Union Bancaire Privee, UBP SA
NEW
Shares134,020
Change+134,020
Value$6.9M
Filed 2026-11-04
City Center Advisors, LLC
INCREASED
Shares131,602 from 130,528
Change+1,074 (+1%)
Value$8.0M (+$110.0K)
Filed 2026-10-08
Modera Wealth Management, LLC
INCREASED
Shares131,098 from 126,954
Change+4,144 (+3%)
Value$8.0M (+$296.5K)
Filed 2026-10-28
Hofer & Associates. Inc
DECREASED
Shares129,158 from 226,703
Change-97,545 (-43%)
Value$7.9M (-$5.9M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares129,158 from 127,558
Change+1,600 (+1%)
Value$7.9M (+$141.2K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares128,417 from 106,068
Change+22,349 (+21%)
Value$7.9M (+$1.4M)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares124,350 from 122,220
Change+2,130 (+2%)
Value$7.6M (+$171.7K)
Filed 2026-10-22
Laurel Wealth Planning LLC
DECREASED
Shares123,280 from 128,282
Change-5,002 (-4%)
Value$7.5M (-$262.2K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED
Shares119,701 from 201,179
Change-81,478 (-40%)
Value$7.3M (-$5.0M)
Filed 2026-10-09
Smith Partners Wealth Management, LLC
INCREASED
Shares118,998 from 86,876
Change+32,122 (+37%)
Value$7.3M (+$2.0M)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares115,986 from 113,947
Change+2,039 (+2%)
Value$7.1M (+$163.4K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares115,468 from 107,753
Change+7,715 (+7%)
Value$7.1M (+$508.2K)
Filed 2026-11-05
Sima Wealth Partners, LLC
INCREASED
Shares114,836 from 106,953
Change+7,883 (+7%)
Value$7.0M (+$518.3K)
Filed 2026-10-19
Retirement Financial Solutions, LLC
INCREASED
Shares113,130 from 110,181
Change+2,949 (+3%)
Value$6.9M (+$217.7K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
INCREASED
Shares113,102 from 88,440
Change+24,662 (+28%)
Value$6.9M (+$1.5M)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares113,090 from 117,655
Change-4,565 (-4%)
Value$6.9M (-$239.1K)
Filed 2026-10-30
Cornerstone National Bank & Trust Co
INCREASED
Shares107,852 from 98,106
Change+9,746 (+10%)
Value$6.6M (+$620.4K)
Filed 2026-10-20
AA Financial Advisors, LLC
DECREASED
Shares105,788 from 106,701
Change-913 (-1%)
Value$6.5M (-$19.6K)
Filed 2026-10-19
Broussard Financial Group LLC
INCREASED
Shares103,563 from 98,004
Change+5,559 (+6%)
Value$6.3M (+$373.1K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares103,222 from 101,806
Change+1,416 (+1%)
Value$6.3K (-$6.2M)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
INCREASED
Shares102,564 from 99,177
Change+3,387 (+3%)
Value$6.3M (+$240.8K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares101,279 from 99,573
Change+1,706 (+2%)
Value$6.2M (+$138.1K)
Filed 2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares100,757 from 100,760
Change-3 (0%)
Value$6.2M (+$34.1K)
Filed 2026-10-09
Phoenix Wealth Advisors
INCREASED
Shares100,737 from 96,330
Change+4,407 (+5%)
Value$6.2M (+$302.2K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares100,649 from 85,530
Change+15,119 (+18%)
Value$6.2M (+$953.3K)
Filed 2026-10-26
Jacksonville Wealth Management, LLC
INCREASED
Shares99,477 from 73,834
Change+25,643 (+35%)
Value$6.1M (+$1.6M)
Filed 2026-10-30
Koshinski Asset Management, Inc.
INCREASED
Shares94,841 from 93,042
Change+1,799 (+2%)
Value$5.8M (+$141.6K)
Filed 2026-10-29
Friday Financial
INCREASED
Shares91,983 from 64,969
Change+27,014 (+42%)
Value$5.6M (+$1.6M)
Filed 2026-10-09
Salomon & Ludwin, LLC
DECREASED
Shares91,194 from 93,694
Change-2,500 (-3%)
Value$5.6M (-$140.6K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
DECREASED
Shares91,094 from 104,363
Change-13,269 (-13%)
Value$5.6M (-$775.7K)
Filed 2026-10-06
Bucket List Wealth Management, LLC
DECREASED
Shares89,359 from 90,859
Change-1,500 (-2%)
Value$5.5M (-$60.8K)
Filed 2026-10-22
Clear Retirement Advice LLC
DECREASED
Shares89,357 from 89,583
Change-226 (0%)
Value$5.5M (+$16.7K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares88,936 from 87,737
Change+1,199 (+1%)
Value$5.4M (+$103.1K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
INCREASED
Shares87,493 from 81,170
Change+6,323 (+8%)
Value$5.3M (+$414.1K)
Filed 2026-10-20
Benchmark Financial, LLC
INCREASED
Shares87,408 from 86,110
Change+1,298 (+2%)
Value$5.3M (+$108.6K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares87,141 from 87,043
Change+98 (+0%)
Value$5.3M (+$35.6K)
Filed 2026-10-20
Independent Wealth Network Inc.
DECREASED
Shares85,257 from 88,671
Change-3,414 (-4%)
Value$5.2M (-$178.6K)
Filed 2026-10-19
Spectrum Advisors, Inc.
INCREASED
Shares83,100 from 70,938
Change+12,162 (+17%)
Value$5.1M (+$767.6K)
Filed 2026-11-03
Braun-Bostich & Associates Inc.
DECREASED
Shares83,058 from 87,227
Change-4,169 (-5%)
Value$5.1M (-$225.2K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares82,776 from 72,628
Change+10,148 (+14%)
Value$5.1M (+$645.0K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
DECREASED
Shares80,844 from 88,092
Change-7,248 (-8%)
Value$4.9M (-$413.1K)
Filed 2026-11-03
Clarus Wealth Advisors
DECREASED
Shares79,841 from 80,042
Change-201 (0%)
Value$5.0M (+$76.3K)
Filed 2026-10-13
Penobscot Wealth Management
INCREASED
Shares78,686 from 76,397
Change+2,289 (+3%)
Value$4.8M (+$166.0K)
Filed 2026-10-21
Intergy Private Wealth, LLC
DECREASED
Shares77,752 from 82,226
Change-4,474 (-5%)
Value$4.8M (-$245.5K)
Filed 2026-10-16
Atticus Wealth Management, LLC
DECREASED
Shares73,690 from 77,884
Change-4,194 (-5%)
Value$4.5M (-$229.9K)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares72,981 from 110,087
Change-37,106 (-34%)
Value$4.5M (-$2.2M)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares72,804 from 70,903
Change+1,901 (+3%)
Value$4.5M (+$140.3K)
Filed 2026-10-29
Eclectic Associates Inc
DECREASED
Shares72,093 from 73,382
Change-1,289 (-2%)
Value$4.4M (-$53.9K)
Filed 2026-10-09
Shum Financial Group, Inc.
INCREASED
Shares69,841 from 68,415
Change+1,426 (+2%)
Value$4.3M (+$110.5K)
Filed 2026-10-13
Motive Wealth Advisors
DECREASED
Shares68,852 from 73,114
Change-4,262 (-6%)
Value$4.2M (-$235.7K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares68,614 from 68,916
Change-302 (0%)
Value$4.2M (+$4.9K)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares68,148 from 72,626
Change-4,478 (-6%)
Value$4.2M (-$249.1K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares67,896 from 68,955
Change-1,059 (-2%)
Value$4.2M (-$41.3K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares66,107 from 68,318
Change-2,211 (-3%)
Value$4.0M (-$111.9K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
INCREASED
Shares65,035 from 61,355
Change+3,680 (+6%)
Value$4.0M (+$245.8K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED
Shares64,346 from 65,153
Change-807 (-1%)
Value$3.9M (-$27.2K)
Filed 2026-11-05
MBM Wealth Consultants, LLC
INCREASED
Shares63,844 from 61,919
Change+1,925 (+3%)
Value$3.9M (+$138.7K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares60,567 from 62,003
Change-1,436 (-2%)
Value$3.9M (+$56.0K)
Filed 2026-10-27
Jnba Financial Advisors
DECREASED
Shares58,592 from 62,238
Change-3,646 (-6%)
Value$3.6M (-$201.7K)
Filed 2026-11-03
Corda Investment Management, Llc.
DECREASED
Shares57,997 from 59,964
Change-1,967 (-3%)
Value$3.5M (-$99.9K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares56,182 from 53,469
Change+2,713 (+5%)
Value$3.4M (+$184.0K)
Filed 2026-11-05
Citizens Financial Group Inc
DECREASED
Shares55,871 from 66,464
Change-10,593 (-16%)
Value$3.4M (-$624.9K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares55,308 from 61,650
Change-6,342 (-10%)
Value$3.4M (-$366.7K)
Filed 2026-11-04
Demars Financial Group, LLC
INCREASED
Shares54,739 from 53,147
Change+1,592 (+3%)
Value$3.3M (+$115.4K)
Filed 2026-10-22
James T. Borello RIA
INCREASED
Shares54,709 from 41,132
Change+13,577 (+33%)
Value$3.3M (+$843.9K)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares54,513 from 55,949
Change-1,436 (-3%)
Value$3.3M (-$68.8K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares54,494 from 61,038
Change-6,544 (-11%)
Value$3.5M (-$215.9K)
Filed 2026-11-04
Affinity Capital Advisors, LLC
INCREASED
Shares54,344 from 51,878
Change+2,466 (+5%)
Value$3.4M (+$182.4K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares51,713 from 53,283
Change-1,570 (-3%)
Value$3.2M (-$77.9K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
DECREASED
Shares51,666 from 52,913
Change-1,247 (-2%)
Value$3.2M (-$58.2K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares51,432 from 54,125
Change-2,693 (-5%)
Value$3.3M (-$41.4K)
Filed 2026-11-02
Breachway Investments LLC
DECREASED
Shares51,028 from 60,094
Change-9,066 (-15%)
Value$3.1M (-$533.8K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares50,676 from 57,705
Change-7,029 (-12%)
Value$3.1M (-$410.1K)
Filed 2026-10-09
GLR Partners, LLC
INCREASED
Shares50,671 from 46,381
Change+4,290 (+9%)
Value$3.1M (+$278.0K)
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares50,308 from 52,190
Change-1,882 (-4%)
Value$3.1M (-$97.4K)
Filed 2026-10-20
Cordatus Wealth Management LLC
DECREASED
Shares49,890 from 50,818
Change-928 (-2%)
Value$3.0M (-$39.4K)
Filed 2026-10-19
Partnership Wealth Management, LLC
DECREASED
Shares49,101 from 52,641
Change-3,540 (-7%)
Value$3.0M (-$198.5K)
Filed 2026-10-05
Buttonwood Financial Group, LLC
DECREASED
Shares48,551 from 82,380
Change-33,829 (-41%)
Value$3.0M (-$2.0M)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares48,015 from 51,450
Change-3,435 (-7%)
Value$2.9M (-$192.5K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED
Shares47,549 from 47,549
Change0 (0%)
Value$2.9M (+$16.2K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares47,302 from 40,498
Change+6,804 (+17%)
Value$2.9M (+$429.7K)
Filed 2026-10-28
Prism Advisors, Inc.
UNCHANGED
Shares45,980 from 45,980
Change0 (0%)
Value$2.9M (+$64.4K)
Filed 2026-10-09
Fell Capital Management
INCREASED
Shares45,967 from 45,423
Change+544 (+1%)
Value$2.8M (+$48.7K)
Filed 2026-10-09
Cap Partners, LLC
DECREASED
Shares45,940 from 46,265
Change-325 (-1%)
Value$2.8M (-$4.1K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares45,797 from 45,440
Change+357 (+1%)
Value$2.8M (+$37.3K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares45,713 from 45,811
Change-98 (0%)
Value$2.8M (+$9.6K)
Filed 2026-10-27
Breakwater Capital Group
DECREASED
Shares45,158 from 46,573
Change-1,415 (-3%)
Value$2.8M (-$70.7K)
Filed 2026-10-09
Cooper Financial Group
DECREASED
Shares44,820 from 45,378
Change-558 (-1%)
Value$2.7M (-$18.7K)
Filed 2026-10-07
Innealta Capital, LLC
DECREASED
Shares44,797 from 44,798
Change-1 (0%)
Value$2.7M (+$15.2K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares43,969 from 44,143
Change-174 (0%)
Value$2.7M (+$4.4K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares43,870 from 43,116
Change+754 (+2%)
Value$2.7M (+$60.7K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares43,270 from 21,998
Change+21,272 (+97%)
Value$2.6M (+$1.3M)
Filed 2026-10-09
Sunesis Advisors, LLC
UNCHANGED
Shares43,133 from 43,133
Change0 (0%)
Value$2.6M (+$14.7K)
Filed 2026-10-26
Wrenne Financial Planning LLC
DECREASED
Shares42,013 from 42,016
Change-3 (0%)
Value$2.6M (+$14.1K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares41,922 from 39,292
Change+2,630 (+7%)
Value$2.6M (+$239.1K)
Filed 2026-10-15
Waystone Advisors LLC
UNCHANGED
Shares41,197 from 41,197
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-16
Burney Co/
INCREASED
Shares41,081 from 41,048
Change+33 (+0%)
Value$2.5M (+$16.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares41,018 from 715,808
Change-674,790 (-94%)
Value$2.5M (-$41.0M)
Filed 2026-10-08
Valpey Financial Services, LLC
INCREASED
Shares40,869 from 39,336
Change+1,533 (+4%)
Value$2.5M (+$107.1K)
Filed 2026-10-30
FCG Investment Co
INCREASED
Shares40,397 from 39,602
Change+795 (+2%)
Value$2.5M (+$62.0K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares40,008 from 39,879
Change+129 (+0%)
Value$2.4M (+$21.4K)
Filed 2026-11-03
FF Advisors,LLC
DECREASED
Shares39,824 from 41,074
Change-1,250 (-3%)
Value$2.4M (-$62.4K)
Filed 2026-10-21
River Street Advisors LLC
INCREASED
Shares39,563 from 39,419
Change+144 (+0%)
Value$2.4M (+$22.2K)
Filed 2026-10-22
Topel & Distasi Wealth Management, LLC
DECREASED
Shares38,716 from 54,436
Change-15,720 (-29%)
Value$2.4M (-$942.5K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares37,717 from 37,675
Change+42 (+0%)
Value$2.3M (+$15.4K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED
Shares37,177 from 42,204
Change-5,027 (-12%)
Value$2.3M (-$293.0K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED
Shares36,596 from 37,361
Change-765 (-2%)
Value$2.2M (-$34.1K)
Filed 2026-10-06
Laurel Wealth Advisors LLC
INCREASED
Shares34,387 from 34,339
Change+48 (+0%)
Value$2.1M (+$14.6K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares34,293 from 34,712
Change-419 (-1%)
Value$2.1M (-$13.8K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
INCREASED
Shares34,278 from 34,223
Change+55 (+0%)
Value$2.1M (+$15.0K)
Filed 2026-10-23
Wiregrass Investment Management LLC
DECREASED
Shares34,194 from 34,528
Change-334 (-1%)
Value$2.1M (-$8.7K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares34,007 from 34,058
Change-51 (0%)
Value$2.1M (+$17.1K)
Filed 2026-10-28
RHS Financial, LLC
INCREASED
Shares34,000 from 32,915
Change+1,085 (+3%)
Value$2.1M (+$77.5K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares33,518 from 33,518
Change0 (0%)
Value$2.0M (+$11.4K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares32,982 from 33,337
Change-355 (-1%)
Value$2.0M (-$10.4K)
Filed 2026-10-16
LEE Danner & Bass Inc
DECREASED
Shares32,831 from 36,831
Change-4,000 (-11%)
Value$2.0M (-$232.0K)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares32,293 from 32,212
Change+81 (+0%)
Value$2.0M (+$15.9K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares32,180 from 31,462
Change+718 (+2%)
Value$2.0M (+$44.4K)
Filed 2026-10-08
E&G Advisors, LLC
DECREASED
Shares31,543 from 31,673
Change-130 (0%)
Value$1.9M (+$2.8K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares31,256 from 31,636
Change-380 (-1%)
Value$1.9M (-$12.4K)
Filed 2026-10-29
Weitzel Financial Services, Inc.
INCREASED
Shares31,071 from 30,901
Change+170 (+1%)
Value$1.9M (+$10.6K)
Filed 2026-10-16
Summit Investment Advisory Services, LLC
INCREASED
Shares30,752 from 30,425
Change+327 (+1%)
Value$1.9M (+$30.3K)
Filed 2026-11-03
Intrua Financial, LLC
INCREASED
Shares30,001 from 28,110
Change+1,891 (+7%)
Value$1.8M (+$125.2K)
Filed 2026-10-28
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares29,659 from 29,450
Change+209 (+1%)
Value$1.8M (+$22.8K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares29,589 from 29,745
Change-156 (-1%)
Value$1.8M (+$532)
Filed 2026-10-23
Wealth Advisors Northwest LLC
DECREASED
Shares29,407 from 38,027
Change-8,620 (-23%)
Value$1.8M (-$514.0K)
Filed 2026-10-29
Thayer Financial, L.L.C.
DECREASED
Shares29,100 from 29,371
Change-271 (-1%)
Value$1.8M (-$3.4K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares29,033 from 30,629
Change-1,596 (-5%)
Value$1.8M (-$87.1K)
Filed 2026-10-02
Wall Capital Group, Inc.
DECREASED
Shares29,021 from 29,230
Change-209 (-1%)
Value$1.8M (-$2.9K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares28,530 from 28,349
Change+181 (+1%)
Value$1.7M (+$20.7K)
Filed 2026-10-16
Third View Private Wealth, LLC
DECREASED
Shares27,850 from 29,400
Change-1,550 (-5%)
Value$1.7M (-$84.7K)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares27,441 from 27,852
Change-411 (-1%)
Value$1.7M (-$15.7K)
Filed 2026-10-27
Altman Advisors, Inc.
DECREASED
Shares27,335 from 158,875
Change-131,540 (-83%)
Value$1.7M (-$165.3K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares27,308 from 28,090
Change-782 (-3%)
Value$1.7M (-$38.2K)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
DECREASED
Shares27,242 from 30,547
Change-3,305 (-11%)
Value$1.5M (-$349.7K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares27,204 from 28,746
Change-1,542 (-5%)
Value$1.7M (-$84.5K)
Filed 2026-10-15
Beacon Capital Management, LLC
INCREASED
Shares27,037 from 15,486
Change+11,551 (+75%)
Value$1.7M (+$711.4K)
Filed 2026-10-23
Roan Capital Partners
INCREASED
Shares26,605 from 25,062
Change+1,543 (+6%)
Value$1.6M (+$102.9K)
Filed 2026-10-09
Index Fund Advisors, Inc.
DECREASED
Shares25,832 from 27,522
Change-1,690 (-6%)
Value$1.6M (-$94.0K)
Filed 2026-11-05
Redw Wealth LLC
INCREASED
Shares25,770 from 25,769
Change+1 (0%)
Value$1.6M (+$8.8K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares25,348 from 25,464
Change-116 (0%)
Value$1.5M (+$1.6K)
Filed 2026-11-05
Wealth Management Resources, Inc.
DECREASED
Shares25,311 from 28,708
Change-3,397 (-12%)
Value$1.5M (-$197.9K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares25,125 from 27,121
Change-1,996 (-7%)
Value$1.5M (-$112.8K)
Filed 2026-10-15
CWA Asset Management Group, LLC
INCREASED
Shares25,082 from 24,245
Change+837 (+3%)
Value$1.5M (+$59.4K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares24,870 from 25,295
Change-425 (-2%)
Value$1.5M (-$16.6K)
Filed 2026-10-20
Diversified Portfolios, Inc.
UNCHANGED
Shares24,837 from 24,837
Change0 (0%)
Value$1.5M (+$8.4K)
Filed 2026-11-04
Redwood Financial Network Corp
DECREASED
Shares24,449 from 26,569
Change-2,120 (-8%)
Value$1.5M (-$120.6K)
Filed 2026-11-03
Dagco, Inc.
DECREASED
Shares24,307 from 24,780
Change-473 (-2%)
Value$1.5M (-$20.5K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares24,152 from 23,559
Change+593 (+3%)
Value$1.5M (+$44.3K)
Filed 2026-10-30
Flagship Private Wealth, LLC
DECREASED
Shares24,056 from 26,309
Change-2,253 (-9%)
Value$1.5M (-$128.8K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares23,178 from 23,009
Change+169 (+1%)
Value$1.4M (+$18.1K)
Filed 2026-10-23
Lantern Wealth Advisors, LLC
INCREASED
Shares23,122 from 22,928
Change+194 (+1%)
Value$1.4M (+$19.6K)
Filed 2026-10-22
Optivise Advisory Services LLC
DECREASED
Shares22,876 from 23,312
Change-436 (-2%)
Value$1.4M (-$18.7K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares22,071 from 21,611
Change+460 (+2%)
Value$1.3M (+$35.5K)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares21,480 from 10,474
Change+11,006 (+105%)
Value$1.3M (+$676.4K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares21,477 from 21,404
Change+73 (+0%)
Value$1.3M (+$44.4K)
Filed 2026-10-13
Towerpoint Wealth, LLC
INCREASED
Shares21,389 from 21,375
Change+14 (+0%)
Value$1.3M (+$8.1K)
Filed 2026-10-13
GGM Financial LLC
DECREASED
Shares20,913 from 21,110
Change-197 (-1%)
Value$1.3M (-$4.9K)
Filed 2026-11-05
Matauro, LLC
DECREASED
Shares20,400 from 21,497
Change-1,097 (-5%)
Value$1.2M (-$59.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares19,995 from 19,383
Change+612 (+3%)
Value$1.2M (+$44.0K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares19,809 from 15,183
Change+4,626 (+30%)
Value$1.2M (+$287.9K)
Filed 2026-10-16
Wells Financial Advisors Inc
DECREASED
Shares19,425 from 19,442
Change-17 (0%)
Value$1.2M (+$5.6K)
Filed 2026-11-02
Idaho Trust Co
DECREASED
Shares19,163 from 24,360
Change-5,197 (-21%)
Value$1.2M (-$309.4K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares19,079 from 16,804
Change+2,275 (+14%)
Value$1.2M (+$144.7K)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares18,882 from 19,105
Change-223 (-1%)
Value$1.2M (-$7.1K)
Filed 2026-10-29
Centerpoint Advisors, LLC
UNCHANGED
Shares18,878 from 18,878
Change0 (0%)
Value$1.2K (-$1.1M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares18,812 from 21,668
Change-2,856 (-13%)
Value$1.2M (-$167.2K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares18,693 from 13,690
Change+5,003 (+37%)
Value$1.1M (+$310.5K)
Filed 2026-10-23
Spring Capital Management, LLC
UNCHANGED
Shares18,490 from 18,490
Change0 (0%)
Value$1.1M (+$6.3K)
Filed 2026-10-09
Alliance Wealth Advisors, LLC
DECREASED
Shares18,253 from 18,448
Change-195 (-1%)
Value$1.1M (-$5.6K)
Filed 2026-10-28
Peck Wealth Management, LLC
DECREASED
Shares18,225 from 18,450
Change-225 (-1%)
Value$1.1M (-$7.5K)
Filed 2026-10-29
Financial Insights, Inc.
DECREASED
Shares18,145 from 18,245
Change-100 (-1%)
Value$1.1M (+$90)
Filed 2026-10-27
Alliance Private Wealth, LLC
DECREASED
Shares17,997 from 23,583
Change-5,586 (-24%)
Value$1.1M (-$333.5K)
Filed 2026-10-20
Waldron Private Wealth LLC
DECREASED
Shares17,896 from 17,910
Change-14 (0%)
Value$1.1M (+$5.2K)
Filed 2026-11-02
Howard Wealth Management, LLC
DECREASED
Shares17,684 from 18,044
Change-360 (-2%)
Value$1.1M (-$15.8K)
Filed 2026-10-28
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares17,627 from 18,021
Change-394 (-2%)
Value$1.1M (-$18.0K)
Filed 2026-10-27
Sherman Wealth Management LLC
INCREASED
Shares17,614 from 16,488
Change+1,126 (+7%)
Value$1.1M (+$74.5K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares17,529 from 20,169
Change-2,640 (-13%)
Value$1.1M (-$154.5K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares17,472 from 17,576
Change-104 (-1%)
Value$1.1M (-$371)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares17,247 from 16,254
Change+993 (+6%)
Value$1.1M (+$66.5K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,156 from 13,552
Change+3,604 (+27%)
Value$1.0M (+$224.9K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
INCREASED
Shares17,004 from 13,938
Change+3,066 (+22%)
Value$1.0M (+$192.2K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares16,987 from 9,213
Change+7,774 (+84%)
Value$1.1M (+$496.0K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares16,908 from 17,036
Change-128 (-1%)
Value$1.0M (-$2.0K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares16,906 from 18,111
Change-1,205 (-7%)
Value$1.0M (-$67.6K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares16,766 from 17,653
Change-887 (-5%)
Value$1.0M (-$49.3K)
Filed 2026-10-23
WJ Wealth Management, LLC
UNCHANGED
Shares16,605 from 16,605
Change0 (0%)
Value$1.0M (+$5.6K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares16,402 from 16,988
Change-586 (-3%)
Value$1.0M (-$30.1K)
Filed 2026-10-30
Wagner Wealth Management, Corp
DECREASED
Shares16,381 from 17,767
Change-1,386 (-8%)
Value$1.0M (-$78.7K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares16,331 from 13,048
Change+3,283 (+25%)
Value$998.4K (+$205.2K)
Filed 2026-10-28
rebel Financial LLC
DECREASED
Shares16,089 from 281,619
Change-265,530 (-94%)
Value$983.5K (-$16.1M)
Filed 2026-11-04
Integrated Capital Management, Inc.
INCREASED
Shares15,906 from 15,313
Change+593 (+4%)
Value$972.3K (+$41.5K)
Filed 2026-10-09
Ironwood Financial, llc
DECREASED
Shares15,325 from 15,345
Change-20 (0%)
Value$936.8K (-$12.1K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares15,267 from 15,229
Change+38 (+0%)
Value$933.3K (+$7.5K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares15,171 from 15,310
Change-139 (-1%)
Value$927.4K (-$3.3K)
Filed 2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares14,988 from 15,255
Change-267 (-2%)
Value$916.2K (-$11.1K)
Filed 2026-10-29
Rossby Financial, LCC
DECREASED
Shares14,260 from 14,301
Change-41 (0%)
Value$871.7K (+$2.4K)
Filed 2026-11-05
Lantz Financial LLC
DECREASED
Shares13,999 from 14,000
Change-1 (0%)
Value$855.8K (+$4.7K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED
Shares13,900 from 14,666
Change-766 (-5%)
Value$849.7K (-$41.8K)
Filed 2026-10-05
RDA Financial Network
DECREASED
Shares13,733 from 14,152
Change-419 (-3%)
Value$839.5K (-$20.8K)
Filed 2026-10-15
Bokf, NA
UNCHANGED
Shares13,572 from 13,572
Change0 (0%)
Value$829.7K (+$4.6K)
Filed 2026-10-27
Embree Financial Group
INCREASED
Shares13,371 from 13,217
Change+154 (+1%)
Value$817.4K (+$13.9K)
Filed 2026-10-22
Castleview Partners, LLC
INCREASED
Shares13,338 from 13,267
Change+71 (+1%)
Value$815.4K (+$8.9K)
Filed 2026-10-09
Wallington Asset Management, LLC
DECREASED
Shares13,000 from 13,200
Change-200 (-2%)
Value$794.7K (-$7.7K)
Filed 2026-11-04
Bill Few Associates, Inc.
INCREASED
Shares12,722 from 12,259
Change+463 (+4%)
Value$777.7K (+$32.5K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,627 from 12,577
Change+50 (+0%)
Value$771.9K (+$7.4K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares12,498
Change+12,498
Value$764.0K
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares12,428 from 13,423
Change-995 (-7%)
Value$759.7K (-$56.3K)
Filed 2026-10-05
Crusonia Wealth Advisors LLC
DECREASED
Shares12,355 from 13,344
Change-989 (-7%)
Value$755.3K (-$55.9K)
Filed 2026-10-26
4Wealth Advisors, Inc.
INCREASED
Shares12,338 from 12,246
Change+92 (+1%)
Value$757.6K (+$13.0K)
Filed 2026-10-13
Waterway Wealth Management, LLC
UNCHANGED
Shares12,190 from 12,190
Change0 (0%)
Value$745.2K (+$4.1K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares12,153 from 8,691
Change+3,462 (+40%)
Value$742.9K (+$214.6K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares11,924 from 11,206
Change+718 (+6%)
Value$728.9K (+$47.7K)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares11,834 from 3,896
Change+7,938 (+204%)
Value$723.4K (+$486.6K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares11,820 from 10,674
Change+1,146 (+11%)
Value$722.5K (+$73.7K)
Filed 2026-10-28
Imc-Chicago, LLC
DECREASED
Shares11,754 from 13,600
Change-1,846 (-14%)
Value$718.5K (-$108.2K)
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares11,718 from 11,718
Change0 (0%)
Value$716.3K (+$4.0K)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares11,682 from 12,544
Change-862 (-7%)
Value$714.1K (-$48.4K)
Filed 2026-10-30
626 Financial, LLC
INCREASED
Shares11,631 from 10,260
Change+1,371 (+13%)
Value$711.0K (+$87.3K)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares11,514 from 11,384
Change+130 (+1%)
Value$703.8K (+$11.7K)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares11,469 from 13,486
Change-2,017 (-15%)
Value$701.1K (-$118.7K)
Filed 2026-10-15
Beacon Financial Group
DECREASED
Shares11,352 from 11,793
Change-441 (-4%)
Value$693.9K (-$22.9K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares11,327 from 5,986
Change+5,341 (+89%)
Value$692.4K (+$328.5K)
Filed 2026-10-29
Asempa Wealth Advisors
DECREASED
Shares11,317 from 12,719
Change-1,402 (-11%)
Value$693.1K (-$80.1K)
Filed 2026-10-07
Triad Wealth Partners, LLC
DECREASED
Shares11,050 from 11,957
Change-907 (-8%)
Value$675.5K (-$70.9K)
Filed 2026-10-26
Diversified Enterprises, LLC
UNCHANGED
Shares10,937 from 10,937
Change0 (0%)
Value$668.6K (+$3.7K)
Filed 2026-10-19
Perryman Financial Advisory Inc
INCREASED
Shares10,895 from 10,749
Change+146 (+1%)
Value$666.0K (+$12.6K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
INCREASED
Shares10,866 from 4,967
Change+5,899 (+119%)
Value$664.8K (+$362.9K)
Filed 2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares10,763 from 10,762
Change+1 (+0%)
Value$657.9K (+$3.7K)
Filed 2026-10-13
Rossmore Private Capital
UNCHANGED
Shares10,693 from 10,693
Change0 (0%)
Value$653.7K (+$3.6K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
DECREASED
Shares10,673 from 11,302
Change-629 (-6%)
Value$652.5K (-$34.6K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares10,671 from 10,358
Change+313 (+3%)
Value$652.4K (+$22.7K)
Filed 2026-11-05
Davenport & Co LLC
UNCHANGED
Shares10,603 from 10,603
Change0 (0%)
Value$648.2K (+$3.6K)
Filed 2026-10-14
Fortune 45 LLC
INCREASED
Shares10,547 from 10,501
Change+46 (+0%)
Value$644.7K (+$6.3K)
Filed 2026-10-14
Evergreen Capital Management LLC
UNCHANGED
Shares10,469 from 10,469
Change0 (0%)
Value$640.0K (+$3.6K)
Filed 2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares10,462 from 9,707
Change+755 (+8%)
Value$639.6K (+$49.5K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
INCREASED
Shares10,452 from 10,384
Change+68 (+1%)
Value$638.9K (+$7.7K)
Filed 2026-10-08
Peak Wealth Management LLC
UNCHANGED
Shares10,376 from 10,376
Change0 (0%)
Value$659.4K (+$28.6K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares10,281 from 12,521
Change-2,240 (-18%)
Value$628 (-$760.4K)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares10,160 from 10,723
Change-563 (-5%)
Value$621.1K (-$30.8K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares10,047 from 9,545
Change+502 (+5%)
Value$615.3K (+$33.0K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares10,017 from 8,828
Change+1,189 (+13%)
Value$612.3K (+$75.7K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares9,974 from 9,974
Change0 (0%)
Value$609.7K (+$3.4K)
Filed 2026-10-26
One Way Holdings LLC
INCREASED
Shares9,879 from 8,056
Change+1,823 (+23%)
Value$603.9K (+$114.2K)
Filed 2026-10-29
Pathway Financial Advisors LLC
UNCHANGED
Shares9,730 from 9,730
Change0 (0%)
Value$594.8K (-$5.0K)
Filed 2026-10-07
Arbor Wealth Advisors LLC
UNCHANGED
Shares9,650 from 9,650
Change0 (0%)
Value$589.9K (+$3.3K)
Filed 2026-10-09
Altfest L J & Co Inc
INCREASED
Shares9,407 from 9,376
Change+31 (+0%)
Value$575.1K (+$5.1K)
Filed 2026-10-27
Bluesphere Advisors LLC
UNCHANGED
Shares9,223 from 9,223
Change0 (0%)
Value$563.8K (+$3.1K)
Filed 2026-10-19
Capital Square, LLC
INCREASED
Shares9,174 from 8,041
Change+1,133 (+14%)
Value$560.8K (+$64.4K)
Filed 2026-10-19
Key Capital Management, Inc
DECREASED
Shares9,165 from 9,854
Change-689 (-7%)
Value$560.3K (-$38.8K)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares9,091 from 9,548
Change-457 (-5%)
Value$555.7K (-$24.7K)
Filed 2026-10-23
Realta Investment Advisors
DECREASED
Shares8,995 from 9,636
Change-641 (-7%)
Value$549.9K (-$35.9K)
Filed 2026-10-14
First Financial Bank - Trust Division
UNCHANGED
Shares8,993 from 8,993
Change0 (0%)
Value$549.7K (+$3.1K)
Filed 2026-10-01
SAX Wealth Advisors, LLC
UNCHANGED
Shares8,894 from 8,894
Change0 (0%)
Value$543.7K (+$40.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares8,874 from 9,910
Change-1,036 (-10%)
Value$542.5K (-$60.0K)
Filed 2026-10-07
Portland Financial Advisors Inc
UNCHANGED
Shares8,816 from 8,816
Change0 (0%)
Value$538.9K (+$3.0K)
Filed 2026-10-26
Crescent Sterling, Ltd.
INCREASED
Shares8,708 from 8,698
Change+10 (+0%)
Value$532.3K (+$3.6K)
Filed 2026-10-16
Oarsman Capital, Inc.
INCREASED
Shares8,694 from 7,740
Change+954 (+12%)
Value$531.4K (+$60.9K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares8,655 from 8,377
Change+278 (+3%)
Value$529.1K (+$19.9K)
Filed 2026-10-28
Inscription Capital, LLC
INCREASED
Shares8,540 from 7,640
Change+900 (+12%)
Value$522.1K (+$57.6K)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares8,472 from 8,516
Change-44 (-1%)
Value$517.9K (+$212)
Filed 2026-11-04
Cascade Investment Advisors, Inc.
UNCHANGED
Shares8,470 from 8,470
Change0 (0%)
Value$517.8K (+$2.9K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
DECREASED
Shares8,465 from 8,762
Change-297 (-3%)
Value$517.5K (-$15.2K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
INCREASED
Shares8,388 from 8,371
Change+17 (+0%)
Value$512.8K (+$3.9K)
Filed 2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares8,369 from 8,564
Change-195 (-2%)
Value$511.6K (-$9.0K)
Filed 2026-10-15
AWM Capital, LLC
DECREASED
Shares8,333 from 8,419
Change-86 (-1%)
Value$509.4K (-$2.4K)
Filed 2026-10-16
Narus Financial Partners, LLC
DECREASED
Shares8,267 from 8,324
Change-57 (-1%)
Value$505.4K (-$650)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares8,230 from 8,479
Change-249 (-3%)
Value$503.1K (-$12.3K)
Filed 2026-10-21
Clarity Capital Advisors, LLC
UNCHANGED
Shares8,021 from 8,021
Change0 (0%)
Value$490.3K (+$2.7K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
INCREASED
Shares7,963 from 7,940
Change+23 (+0%)
Value$486.8K (+$4.1K)
Filed 2026-10-20
Mullaney, Keating & Wright, Inc.
INCREASED
Shares7,961 from 7,949
Change+12 (+0%)
Value$486.7K (+$3.4K)
Filed 2026-10-19
Darrow Company, Inc.
INCREASED
Shares7,885 from 7,864
Change+21 (+0%)
Value$484.1K (+$6.0K)
Filed 2026-10-22
South Shore Capital Advisors
UNCHANGED
Shares7,835 from 7,835
Change0 (0%)
Value$479.0K (+$2.7K)
Filed 2026-10-20
MBL Wealth, LLC
DECREASED
Shares7,831 from 9,506
Change-1,675 (-18%)
Value$478.7K (-$99.2K)
Filed 2026-10-22
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares7,830 from 7,830
Change0 (0%)
Value$478.6K (+$2.7K)
Filed 2026-10-09
Sage Mountain Advisors LLC
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$468.3K (+$2.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares7,628 from 6,210
Change+1,418 (+23%)
Value$466.3K (+$88.8K)
Filed 2026-10-23
Florida Trust Wealth Management Co
UNCHANGED
Shares7,627 from 7,627
Change0 (0%)
Value$466.2K (+$2.6K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares7,596 from 7,565
Change+31 (+0%)
Value$464.4K (+$4.5K)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares7,594 from 7,764
Change-170 (-2%)
Value$464.2K (-$7.8K)
Filed 2026-11-04
Integrity Wealth Partners, LLC
NEW
Shares7,578
Change+7,578
Value$463.2K
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares7,570
Change+7,570
Value$462.8K
Filed 2026-10-27
Thrive Capital Management, LLC
INCREASED
Shares7,534 from 4,265
Change+3,269 (+77%)
Value$460.6K (+$201.3K)
Filed 2026-10-28
Black Diamond Financial, LLC
UNCHANGED
Shares7,532 from 7,532
Change0 (0%)
Value$460.4K (+$2.6K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares7,473 from 3,466
Change+4,007 (+116%)
Value$456.8K (+$246.1K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares7,416 from 3,676
Change+3,740 (+102%)
Value$453.3K (+$229.9K)
Filed 2026-10-23
Financial Solutions Advisory Group, Inc.
DECREASED
Shares7,402 from 7,532
Change-130 (-2%)
Value$466.8K (+$2.9K)
Filed 2026-10-28
Cahaba Wealth Management, Inc.
DECREASED
Shares7,359 from 8,349
Change-990 (-12%)
Value$449.9K (-$57.7K)
Filed 2026-10-26
NWF Advisory Services Inc.
DECREASED
Shares7,317 from 7,342
Change-25 (0%)
Value$447.3K (+$969)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
INCREASED
Shares7,131 from 7,088
Change+43 (+1%)
Value$435.9K (+$5.0K)
Filed 2026-10-15
Asset Allocation Strategies LLC
DECREASED
Shares7,110 from 7,202
Change-92 (-1%)
Value$434.6K (-$3.1K)
Filed 2026-10-20
McMill Wealth Management
NEW
Shares7,054
Change+7,054
Value$431.2K
Filed 2026-11-05
Somerset Trust Co
DECREASED
Shares7,036 from 7,053
Change-17 (0%)
Value$430.1K (+$1.4K)
Filed 2026-10-13
FWG Investments, Llc.
DECREASED
Shares7,026 from 7,302
Change-276 (-4%)
Value$429.5K (-$14.4K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
UNCHANGED
Shares7,018 from 7,018
Change0 (0%)
Value$429.0K (-$5.7K)
Filed 2026-10-20
Iowa State Bank
DECREASED
Shares6,990 from 7,100
Change-110 (-2%)
Value$427.3K (-$4.3K)
Filed 2026-10-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$424.1K (+$2.4K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
DECREASED
Shares6,916 from 7,105
Change-189 (-3%)
Value$422.8K (-$9.2K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares6,913 from 6,954
Change-41 (-1%)
Value$422.6K (-$141)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares6,902 from 6,828
Change+74 (+1%)
Value$421.9K (+$6.9K)
Filed 2026-10-19
Warren Street Wealth Advisors, LLC
DECREASED
Shares6,865 from 6,901
Change-36 (-1%)
Value$419.6K (+$117)
Filed 2026-11-04
Aviso Wealth Management
DECREASED
Shares6,819 from 7,112
Change-293 (-4%)
Value$416.9K (-$15.5K)
Filed 2026-11-04
Cassilly Financial Group LLC
INCREASED
Shares6,735 from 6,602
Change+133 (+2%)
Value$411.7K (+$10.4K)
Filed 2026-10-07
Curran Financial Partners, LLC
DECREASED
Shares6,695 from 7,874
Change-1,179 (-15%)
Value$409.3K (-$69.4K)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares6,678 from 5,970
Change+708 (+12%)
Value$408.2K (+$45.3K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares6,650 from 6,728
Change-78 (-1%)
Value$406.5K (-$2.5K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
DECREASED
Shares6,628 from 6,631
Change-3 (0%)
Value$425.1K (+$22.0K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares6,549 from 6,581
Change-32 (0%)
Value$400.3K (+$283)
Filed 2026-10-19
Aegis Wealth Management, Inc.
INCREASED
Shares6,499 from 6,215
Change+284 (+5%)
Value$397.3K (+$19.5K)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares6,450 from 6,425
Change+25 (+0%)
Value$394.3K (+$3.8K)
Filed 2026-10-30
Hengehold Capital Management LLC
DECREASED
Shares6,327 from 7,312
Change-985 (-13%)
Value$386.7K (-$57.8K)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares6,327 from 6,476
Change-149 (-2%)
Value$386.8K (-$6.9K)
Filed 2026-10-22
PDS Planning, Inc
NEW
Shares6,200
Change+6,200
Value$379.0K
Filed 2026-11-03
PUREfi Wealth, LLC
DECREASED
Shares6,166 from 6,585
Change-419 (-6%)
Value$376.9K (-$23.4K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
INCREASED
Shares5,996 from 5,860
Change+136 (+2%)
Value$366.5K (+$10.3K)
Filed 2026-11-04
Grandview Asset Management LLC
DECREASED
Shares5,953 from 6,069
Change-116 (-2%)
Value$363.9K (-$5.0K)
Filed 2026-10-19
Lynx Investment Advisory
INCREASED
Shares5,935 from 5,913
Change+22 (+0%)
Value$362.8K (+$3.4K)
Filed 2026-10-27
Gill Capital Partners, LLC
UNCHANGED
Shares5,918 from 5,918
Change0 (0%)
Value$361.8K (+$2.0K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$360.7K (+$2.0K)
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$358.2K (+$2.0K)
Filed 2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$357.1K (+$2.0K)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares5,834 from 6,476
Change-642 (-10%)
Value$356.6K (-$37.0K)
Filed 2026-11-05
Mascagni Wealth Management, Inc.
INCREASED
Shares5,803 from 5,787
Change+16 (+0%)
Value$354.7K (+$2.9K)
Filed 2026-10-23
Essex Bank
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$354.6K (+$2.0K)
Filed 2026-10-16
Berkeley, Inc
DECREASED
Shares5,754 from 6,104
Change-350 (-6%)
Value$351.7K (-$19.3K)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED
Shares5,743 from 5,743
Change0 (0%)
Value$351.1K (+$2.0K)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares5,651 from 5,462
Change+189 (+3%)
Value$345.5K (+$13.4K)
Filed 2026-10-22
Sharper & Granite LLC
INCREASED
Shares5,649 from 5,399
Change+250 (+5%)
Value$319.6K (-$8.6K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares5,636 from 4,954
Change+682 (+14%)
Value$344.5K (+$43.3K)
Filed 2026-11-04
Linscomb Wealth, Inc.
UNCHANGED
Shares5,548 from 5,548
Change0 (0%)
Value$339.2K (+$1.9K)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares5,535 from 5,514
Change+21 (+0%)
Value$338.3K (+$3.1K)
Filed 2026-10-30
Wedmont Private Capital
NEW
Shares5,505
Change+5,505
Value$342.4K
Filed 2026-10-09
Interchange Capital Partners, LLC
UNCHANGED
Shares5,501 from 5,501
Change0 (0%)
Value$336.3K (+$1.9K)
Filed 2026-10-28
SFG Wealth Management, Llc.
DECREASED
Shares5,340 from 5,399
Change-59 (-1%)
Value$326.4K (-$1.8K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares5,306 from 5,298
Change+8 (+0%)
Value$324.3K (+$2.3K)
Filed 2026-10-08
MMA Asset Management LLC
DECREASED
Shares5,305 from 5,643
Change-338 (-6%)
Value$324.3K (-$18.7K)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares5,282 from 4,469
Change+813 (+18%)
Value$322.9K (+$51.2K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares5,271 from 5,365
Change-94 (-2%)
Value$322.2K (-$3.9K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares5,270 from 5,292
Change-22 (0%)
Value$325.4K (+$3.7K)
Filed 2026-10-09
Hegarty Advisors, LLC
DECREASED
Shares5,269 from 5,382
Change-113 (-2%)
Value$322.1K (-$5.1K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
DECREASED
Shares5,177 from 6,753
Change-1,576 (-23%)
Value$316.5K (-$94.0K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares5,173 from 5,154
Change+19 (+0%)
Value$316.3K (+$1.9K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares5,163 from 4,875
Change+288 (+6%)
Value$315.6K (+$19.3K)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
INCREASED
Shares5,099 from 4,885
Change+214 (+4%)
Value$311.7K (+$14.7K)
Filed 2026-10-09
Three Arch Wealth Management LLC
UNCHANGED
Shares5,094 from 5,094
Change0 (0%)
Value$311.4K (+$1.7K)
Filed 2026-10-20
First Community Trust NA
DECREASED
Shares5,084 from 5,820
Change-736 (-13%)
Value$310.8K (-$43.0K)
Filed 2026-10-07
Venture Visionary Partners LLC
DECREASED
Shares5,056 from 5,377
Change-321 (-6%)
Value$309.1K (-$17.8K)
Filed 2026-10-07
Cullen T Bankers, Inc.
UNCHANGED
Shares5,026 from 5,026
Change0 (0%)
Value$307.2K (+$1.7K)
Filed 2026-10-28
Financial Advisory Partners, LLC
INCREASED
Shares5,020 from 3,707
Change+1,313 (+35%)
Value$306.9K (+$81.5K)
Filed 2026-10-23
Americana Partners, LLC
DECREASED
Shares4,988 from 5,533
Change-545 (-10%)
Value$304.9K (-$31.5K)
Filed 2026-10-28
Snider Financial Group
DECREASED
Shares4,979 from 6,588
Change-1,609 (-24%)
Value$304.4K (-$96.1K)
Filed 2026-10-16
Colonial River Investments, LLC
DECREASED
Shares4,979 from 6,274
Change-1,295 (-21%)
Value$304.3K (-$77.0K)
Filed 2026-10-19
Erickson Financial Group, LLC
UNCHANGED
Shares4,978 from 4,978
Change0 (0%)
Value$304.3K (+$1.7K)
Filed 2026-11-05
Heritage Family Offices, LLP
UNCHANGED
Shares4,967 from 4,967
Change0 (0%)
Value$303.6K (+$1.7K)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares4,893 from 4,875
Change+18 (+0%)
Value$299.1K (+$2.7K)
Filed 2026-10-22
Inspire Trust Co, N.A.
UNCHANGED
Shares4,883 from 4,883
Change0 (0%)
Value$298.5K (+$1.7K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$297.1K (+$1.7K)
Filed 2026-11-05
Glenview Trust Co
UNCHANGED
Shares4,834 from 4,834
Change0 (0%)
Value$295.5K (+$1.6K)
Filed 2026-10-28
Wise Wealth Partners
UNCHANGED
Shares4,736 from 4,736
Change0 (0%)
Value$289.5K (+$1.7K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares4,722 from 4,856
Change-134 (-3%)
Value$288.7K (-$6.5K)
Filed 2026-10-16
Fusion Family Wealth, LLC
UNCHANGED
Shares4,706 from 4,706
Change0 (0%)
Value$286.1K ($0)
Filed 2026-11-02
KRM Wealth Management L.L.C.
INCREASED
Shares4,640 from 4,621
Change+19 (+0%)
Value$283.7K (+$2.8K)
Filed 2026-11-02
Advisory Solutions Group, LLC
NEW
Shares4,639
Change+4,639
Value$283.6K
Filed 2026-10-14
Chris Bulman Inc
UNCHANGED
Shares4,621 from 4,621
Change0 (0%)
Value$282.5K (+$1.6K)
Filed 2026-10-20
Procyon Advisors, LLC
UNCHANGED
Shares4,619 from 4,619
Change0 (0%)
Value$282.4K (+$1.6K)
Filed 2026-10-21
POM Investment Strategies, LLC
DECREASED
Shares4,587 from 6,726
Change-2,139 (-32%)
Value$280.4K (-$128.5K)
Filed 2026-10-20
Orange Investment Advisors, Inc.
DECREASED
Shares4,577 from 5,162
Change-585 (-11%)
Value$279.8K (-$34.0K)
Filed 2026-10-23
Badgley Phelps Wealth Managers, LLC
NEW
Shares4,549
Change+4,549
Value$278.1K
Filed 2026-10-22
Goldstein Advisors, LLC
UNCHANGED
Shares4,473 from 4,473
Change0 (0%)
Value$273.4K (+$1.5K)
Filed 2026-10-15
Amicus Financial Advisors, LLC
DECREASED
Shares4,469 from 4,596
Change-127 (-3%)
Value$273.2K (-$6.2K)
Filed 2026-11-03
Grantvest Financial Group LLC
INCREASED
Shares4,452 from 4,436
Change+16 (+0%)
Value$272.1K (+$2.5K)
Filed 2026-10-21
Oasis Advisors, LLC
NEW
Shares4,400
Change+4,400
Value$269.0K
Filed 2026-10-16
Principle Wealth Partners LLC
DECREASED
Shares4,386 from 4,434
Change-48 (-1%)
Value$268.2K (-$1.4K)
Filed 2026-11-02
Parkside Financial Bank & Trust
DECREASED
Shares4,384 from 4,387
Change-3 (0%)
Value$268.0K (+$1.3K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$266.0K (+$1.5K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares4,344
Change+4,344
Value$270
Filed 2026-11-03
Legacies Wealth LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$265.3K (+$1.5K)
Filed 2026-11-02
Oath Planning, LLC
INCREASED
Shares4,337 from 4,318
Change+19 (+0%)
Value$265.1K (+$2.6K)
Filed 2026-10-20
LexAurum Advisors, LLC
UNCHANGED
Shares4,329 from 4,329
Change0 (0%)
Value$264.6K (+$1.5K)
Filed 2026-10-19
Phillip James Consulting Co.
UNCHANGED
Shares4,317 from 4,317
Change0 (0%)
Value$263.9K (+$1.5K)
Filed 2026-11-03
Walleye Partners, LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$262.9K (+$1.5K)
Filed 2026-10-13
Capital Management Associates, Inc
INCREASED
Shares4,292 from 3,739
Change+553 (+15%)
Value$262.4K (+$35.1K)
Filed 2026-10-20
Howard Capital Management Group, LLC
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$261.2K (+$1.5K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares4,170 from 4,155
Change+15 (+0%)
Value$254.9K (+$2.3K)
Filed 2026-10-13
Forza Wealth Management, LLC
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$254.6K (+$1.4K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares4,142 from 5,120
Change-978 (-19%)
Value$253.2K (-$58.0K)
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares4,136 from 4,836
Change-700 (-14%)
Value$252.8K (-$41.1K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares4,126 from 4,304
Change-178 (-4%)
Value$252.2K (-$9.5K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$251.1K (+$1.4K)
Filed 2026-10-19
Cambridge Advisors Inc.
UNCHANGED
Shares4,070 from 4,070
Change0 (0%)
Value$248.8K (+$1.4K)
Filed 2026-10-19
Innovative Wealth Building LLC
INCREASED
Shares4,057 from 3,767
Change+290 (+8%)
Value$248.0K (+$19.1K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares4,050 from 3,752
Change+298 (+8%)
Value$247.6K (+$19.5K)
Filed 2026-11-05
Old Peak Finance LLC
DECREASED
Shares4,030 from 5,511
Change-1,481 (-27%)
Value$246.4K (-$88.6K)
Filed 2026-11-02
Delta Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$245 (+$2)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares3,974 from 4,928
Change-954 (-19%)
Value$242.9K (-$56.6K)
Filed 2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED
Shares3,971 from 3,643
Change+328 (+9%)
Value$242.7K (+$21.3K)
Filed 2026-10-13
Phillips Financial Management, LLC
UNCHANGED
Shares3,962 from 3,962
Change0 (0%)
Value$242.2K (+$1.3K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
INCREASED
Shares3,927 from 3,397
Change+530 (+16%)
Value$240.1K (+$33.6K)
Filed 2026-11-05
Acute Investment Advisory, LLC
DECREASED
Shares3,924 from 4,024
Change-100 (-2%)
Value$239.9K (-$4.7K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,920 from 3,903
Change+17 (+0%)
Value$239.6K (+$2.4K)
Filed 2026-10-20
Asio Capital, LLC
DECREASED
Shares3,903 from 3,909
Change-6 (0%)
Value$238.6K (+$962)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$238.6K (+$1.3K)
Filed 2026-10-21
Cowa, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$238.4K (+$1.3K)
Filed 2026-10-30
Financial Management Network Inc
DECREASED
Shares3,887 from 4,076
Change-189 (-5%)
Value$239.0K (-$13.4K)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
INCREASED
Shares3,883 from 3,876
Change+7 (+0%)
Value$237.4K (+$1.7K)
Filed 2026-10-21
Fortitude Financial, LLC
DECREASED
Shares3,868 from 3,876
Change-8 (0%)
Value$236.5K (+$829)
Filed 2026-10-19
Bayban
UNCHANGED
Shares3,868 from 3,868
Change0 (0%)
Value$235.1K ($0)
Filed 2026-11-05
Mustard Seed Financial, LLC
DECREASED
Shares3,851 from 4,321
Change-470 (-11%)
Value$235.4K (-$27.3K)
Filed 2026-10-30
Veracity Capital LLC
DECREASED
Shares3,799 from 3,931
Change-132 (-3%)
Value$232.2K (-$6.7K)
Filed 2026-10-08
Keenan, LLC
DECREASED
Shares3,783 from 3,814
Change-31 (-1%)
Value$231.3K (-$598)
Filed 2026-10-23
Summit Place Financial Advisors, LLC
INCREASED
Shares3,775 from 3,675
Change+100 (+3%)
Value$230.8K (+$7.4K)
Filed 2026-10-23
Hibernia Wealth Partners, LLC
INCREASED
Shares3,737 from 3,463
Change+274 (+8%)
Value$228.5K (+$17.9K)
Filed 2026-10-29
Tactive Advisors, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$226.2K (+$1.3K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$225.3K (+$1.3K)
Filed 2026-10-16
Westco Advisory Services Inc
DECREASED
Shares3,638 from 3,765
Change-127 (-3%)
Value$222.4K (-$6.5K)
Filed 2026-10-14
Invera Wealth Advisors, LLC
INCREASED
Shares3,629 from 3,458
Change+171 (+5%)
Value$221.8K (+$11.6K)
Filed 2026-10-28
Rockwood Wealth Management, LLC
DECREASED
Shares3,614 from 5,005
Change-1,391 (-28%)
Value$220.9K (-$83.3K)
Filed 2026-10-27
Wealthcare Capital Partners, LLC
DECREASED
Shares3,597 from 3,610
Change-13 (0%)
Value$219.9K (+$418)
Filed 2026-10-21
Villere ST Denis J & Co LLC
UNCHANGED
Shares3,597 from 3,597
Change0 (0%)
Value$219.9K (+$1.2K)
Filed 2026-11-04
Indivisible Partners
UNCHANGED
Shares3,596 from 3,596
Change0 (0%)
Value$219.8K (+$1.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,549 from 3,549
Change0 (0%)
Value$217.5K (+$885)
Filed 2026-10-16
Brighton Jones LLC
NEW
Shares3,542
Change+3,542
Value$216.5K
Filed 2026-11-03
AdviceOne Advisory Services, LLC
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$216.5K (+$1.2K)
Filed 2026-10-19
Advisor Resource Council
DECREASED
Shares3,521 from 3,852
Change-331 (-9%)
Value$217.4K (-$20.8K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
INCREASED
Shares3,510 from 3,508
Change+2 (+0%)
Value$214.6K (+$1.3K)
Filed 2026-10-26
Emerald Advisors, LLC
DECREASED
Shares3,503 from 3,553
Change-50 (-1%)
Value$214.1K (-$1.8K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$214.0K (+$1.2K)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares3,464 from 3,500
Change-36 (-1%)
Value$211.8K (-$1.0K)
Filed 2026-10-27
Aspen Wealth Management LLC
DECREASED
Shares3,436 from 3,449
Change-13 (0%)
Value$210.0K (+$350)
Filed 2026-10-14
Archer Investment Management, LLC
NEW
Shares3,423
Change+3,423
Value$209.3K
Filed 2026-10-13
Horizon Wealth Management, LLC
INCREASED
Shares3,411 from 3,401
Change+10 (+0%)
Value$208.5K (+$1.8K)
Filed 2026-11-02
Sowell Financial Services LLC
NEW
Shares3,401
Change+3,401
Value$207.9K
Filed 2026-10-23
Carlson Financial, Inc.
DECREASED
Shares3,400 from 3,714
Change-314 (-8%)
Value$207.9K (-$17.9K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,395 from 3,838
Change-443 (-12%)
Value$207.5K (-$25.8K)
Filed 2026-10-13
Allstreet Capital Advisors LLC
NEW
Shares3,384
Change+3,384
Value$206.9K
Filed 2026-11-04
Hopwood Financial Services, Inc.
UNCHANGED
Shares3,351 from 3,351
Change0 (0%)
Value$204.9K (+$1.1K)
Filed 2026-10-29
MFA Wealth Services
INCREASED
Shares3,335 from 3,321
Change+14 (+0%)
Value$203.9K (+$2.0K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares3,329 from 3,231
Change+98 (+3%)
Value$203.5K (+$7.1K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,310 from 3,311
Change-1 (0%)
Value$202.3K (+$1.1K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares3,277 from 3,341
Change-64 (-2%)
Value$200.3K (-$2.8K)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
NEW
Shares3,276
Change+3,276
Value$200.3K
Filed 2026-10-16
Elmwood Wealth Management, Inc.
NEW
Shares3,272
Change+3,272
Value$200.0K
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$194.3K (+$1.1K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares3,138 from 1,097
Change+2,041 (+186%)
Value$191.9K (+$125.2K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares3,074 from 3,138
Change-64 (-2%)
Value$187.9K (-$2.8K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares3,052 from 3,063
Change-11 (0%)
Value$186.6K (+$369)
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$181.3K (+$1.0K)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares2,910 from 2,410
Change+500 (+21%)
Value$177.9K (+$31.4K)
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$171.9K (+$957)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$164.5K (+$915)
Filed 2026-10-22
Trust Co
INCREASED
Shares2,672 from 1,641
Change+1,031 (+63%)
Value$163.3K (+$63.6K)
Filed 2026-10-09
Retirement Wealth Solutions LLC
NEW
Shares2,642
Change+2,642
Value$161.5K
Filed 2026-10-07
Old Second National Bank of Aurora
DECREASED
Shares2,629 from 2,835
Change-206 (-7%)
Value$160.7K (-$11.6K)
Filed 2026-10-22
Lloyd Advisory Services, Llc.
INCREASED
Shares2,540 from 2,475
Change+65 (+3%)
Value$155.3K (+$4.8K)
Filed 2026-11-02
KFG LLC
NEW
Shares2,515
Change+2,515
Value$153.7K
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares2,461 from 1,461
Change+1,000 (+68%)
Value$150.4K (+$61.6K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$146.9K (+$817)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares2,366 from 2,435
Change-69 (-3%)
Value$144.6K (-$3.4K)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares2,256 from 2,260
Change-4 (0%)
Value$137.9K (+$524)
Filed 2026-10-01
TD Private Client Wealth LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$132.3K (+$735)
Filed 2026-10-28
Independence Bank of Kentucky
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$132.0K (+$734)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
NEW
Shares2,069
Change+2,069
Value$126.5K
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$124.8K (+$694)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares1,991 from 1,934
Change+57 (+3%)
Value$121.7K (+$4.1K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares1,978 from 2,214
Change-236 (-11%)
Value$120.9K (-$13.7K)
Filed 2026-11-02
Maseco LLP
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$115.7K (+$634)
Filed 2026-10-27
Bare Financial Services, Inc
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$111.9K (+$622)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares1,661 from 1,654
Change+7 (+0%)
Value$101.5K (+$963)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,652 from 1,533
Change+119 (+8%)
Value$101.0K (+$7.8K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares1,636 from 1,946
Change-310 (-16%)
Value$100.0K (-$18.3K)
Filed 2026-10-08
Pacific Center for Financial Services
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$96.6K (+$537)
Filed 2026-10-15
Hickory Point Bank & Trust
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$92.1K (+$512)
Filed 2026-10-01
Thompson Investment Management, Inc.
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$76.5K (+$426)
Filed 2026-10-14
Wagner Wealth Management, LLC
INCREASED
Shares1,199 from 1,198
Change+1 (+0%)
Value$73.3K (+$481)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$70.9K (+$394)
Filed 2026-10-22
First Financial Corp
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$70.7K (+$393)
Filed 2026-10-13
Asset Dedication, LLC
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$68.6K (+$381)
Filed 2026-11-03
Access Investment Management LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$64.2K (+$357)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$62.4K (+$347)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares1,013 from 781
Change+232 (+30%)
Value$61.9K (+$14.4K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$55.7K (+$310)
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$54.9K (+$306)
Filed 2026-10-13
Steph & Co
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$54.1K (+$301)
Filed 2026-10-07
Essential Partners LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$53.1K (+$295)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$51.4K (+$286)
Filed 2026-10-07
TFC Financial Management, Inc.
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$48.8K (+$271)
Filed 2026-10-26
Vima LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$47.0K (+$261)
Filed 2026-10-23
United Community Bank
INCREASED
Shares761 from 128
Change+633 (+495%)
Value$46.5K (+$38.7K)
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$45.9K (+$180)
Filed 2026-10-27
StrongBox Wealth, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$45.2K (+$251)
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares719
Change+719
Value$44.0K
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares716 from 713
Change+3 (+0%)
Value$43.8K (+$429)
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$42.8K (+$91)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares688 from 864
Change-176 (-20%)
Value$42.1K (-$10.5K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$41.0K (+$228)
Filed 2026-10-13
Align Financial, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$40.4K (+$225)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$39.8K (+$221)
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$38.5K (+$214)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares619 from 3,680
Change-3,061 (-83%)
Value$37.8K (-$185.9K)
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares584
Change+584
Value$35.7K
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares583 from 548
Change+35 (+6%)
Value$35.7K (+$2.3K)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares572
Change+572
Value$35.0K
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$34.8K (+$193)
Filed 2026-10-30
Cdkv Holdings LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$34.2K (+$190)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares556 from 368
Change+188 (+51%)
Value$34.0K (+$11.6K)
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares554
Change+554
Value$33.9K
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares554 from 201
Change+353 (+176%)
Value$33.8K (+$21.6K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
DECREASED
Shares540 from 576
Change-36 (-6%)
Value$33.0K (-$2.0K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares539 from 536
Change+3 (+1%)
Value$33.0K (+$407)
Filed 2026-10-14
Fiduciary Advisors, Inc.
INCREASED
Shares514 from 512
Change+2 (+0%)
Value$31.4K (+$309)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares510 from 163
Change+347 (+213%)
Value$31.4K (+$21.3K)
Filed 2026-11-04
Davis Capital Management
NEW
Shares445
Change+445
Value$27.2K
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares428
Change+428
Value$26.2K
Filed 2026-10-27
Hartford Financial Management Inc.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$25.7K (+$143)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$24.6K (+$136)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$24 ($0)
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares376
Change+376
Value$23.0K
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$22.7K (+$126)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$22 (+$1)
Filed 2026-10-16
Signature Equity Partners, LLC
INCREASED
Shares346 from 345
Change+1 (+0%)
Value$21.2K (+$168)
Filed 2026-10-29
EPG Wealth Management LLC
INCREASED
Shares341 from 329
Change+12 (+4%)
Value$20.8K (+$845)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$20.8K (+$115)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares339 from 29
Change+310 (+1069%)
Value$20.7K (+$19.0K)
Filed 2026-10-26
RHL Group, LLC
INCREASED
Shares328 from 327
Change+1 (+0%)
Value$20.1K (+$106)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares296
Change+296
Value$18.1K
Filed 2026-10-09
Pacifica Partners Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$17.8K (-$116)
Filed 2026-10-09
Team Financial Group, LLC
NEW
Shares283
Change+283
Value$17.3K
Filed 2026-10-30
Networth Advisors, LLC
INCREASED
Shares224 from 221
Change+3 (+1%)
Value$13.7K (+$256)
Filed 2026-11-03
Go Invest LLC
INCREASED
Shares216 from 207
Change+9 (+4%)
Value$13.2K (+$617)
Filed 2026-10-09
Avion Wealth
INCREASED
Shares214 from 213
Change+1 (+0%)
Value$13 (+$1)
Filed 2026-11-04
DT Investment Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.2K (+$68)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$12.8K (+$761)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$11.1K (+$62)
Filed 2026-10-30
NBT Bank, N.A.
DECREASED
Shares180 from 1,132
Change-952 (-84%)
Value$11.0K (-$57.8K)
Filed 2026-10-21
City Holding Co
DECREASED
Shares180 from 290
Change-110 (-38%)
Value$11.0K (-$6.6K)
Filed 2026-10-19
Byrne Asset Management LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$65.6K (-$871)
Filed 2026-10-06
Gamma Investing LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$9.7K (+$54)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
DECREASED
Shares155 from 163
Change-8 (-5%)
Value$9.5K (-$434)
Filed 2026-11-02
High Point Wealth Management, LLC
NEW
Shares154
Change+154
Value$9.4K
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$9.2K (+$52)
Filed 2026-10-30
Blueline Advisors LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$8.6K (+$48)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$8.3K (+$46)
Filed 2026-10-16
Valued Wealth Advisors LLC
INCREASED
Shares128 from 124
Change+4 (+3%)
Value$7.8K (+$287)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$7.3K (+$41)
Filed 2026-10-05
Reap Financial Group, LLC
DECREASED
Shares117 from 2,035
Change-1,918 (-94%)
Value$7.2K (-$116.5K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$7.0K (+$39)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$6.8K (+$38)
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$5.3K (+$29)
Filed 2026-10-02
Yankcom Partnership
NEW
Shares75
Change+75
Value$4.6K
Filed 2026-10-15
Carolina Wealth Advisors, LLC
NEW
Shares75
Change+75
Value$4.6K
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.8K (+$21)
Filed 2026-10-05
Monetary Solutions, Ltd
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.1K (+$17)
Filed 2026-10-22
Hager Investment Management Services, LLC
NEW
Shares42
Change+42
Value$2.6K
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.5K (+$10)
Filed 2026-11-02
IMG Wealth Management, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.3K (+$13)
Filed 2026-10-27
Breakwater Investment Management
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.6K (+$9)
Filed 2026-10-20
WPG Advisers, LLC
DECREASED
Shares20 from 210
Change-190 (-90%)
Value$1.2K (-$11.6K)
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (+$7)
Filed 2026-11-03
Carota Wealth Management
NEW
Shares13
Change+13
Value$795
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$194 (+$2)
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$61 (-$243)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 390,184
Change-390,184 (-100%)
Value$0 (-$23.9M)
Filed 2026-10-16
TritonPoint Partners, LLC
CLOSED
Shares0 from 68,955
Change-68,955 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 30,767
Change-30,767 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-08
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 25,169
Change-25,169 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Boyum Wealth Architects LLC
CLOSED
Shares0 from 24,113
Change-24,113 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-06
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 18,669
Change-18,669 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Mission Wealth Management, LP
CLOSED
Shares0 from 18,574
Change-18,574 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Trust Co of Toledo NA
CLOSED
Shares0 from 17,000
Change-17,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$911.9K)
Filed 2026-11-05
Sanchez Wealth Management Group
CLOSED
Shares0 from 11,505
Change-11,505 (-100%)
Value$0 (-$699.4K)
Filed 2026-11-02
Centurion Wealth Management LLC
CLOSED
Shares0 from 6,581
Change-6,581 (-100%)
Value$0 (-$400.1K)
Filed 2026-10-13
Zega Investments, LLC
CLOSED
Shares0 from 6,383
Change-6,383 (-100%)
Value$0 (-$388.0K)
Filed 2026-11-04
Fischer Financial Services, Inc.
CLOSED
Shares0 from 5,261
Change-5,261 (-100%)
Value$0 (-$319.8K)
Filed 2026-10-30
Global View Capital Management LLC
CLOSED
Shares0 from 5,090
Change-5,090 (-100%)
Value$0 (-$309.4K)
Filed 2026-10-28
Capital Advantage, Inc.
CLOSED
Shares0 from 4,968
Change-4,968 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-14
Golden Reserve Retirement LLC
CLOSED
Shares0 from 4,946
Change-4,946 (-100%)
Value$0 (-$300.7K)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 4,877
Change-4,877 (-100%)
Value$0 (-$296.6K)
Filed 2026-10-14
Lane Brothers & Co Inc
CLOSED
Shares0 from 4,780
Change-4,780 (-100%)
Value$0 (-$290.6K)
Filed 2026-11-02
Tctc Holdings, LLC
CLOSED
Shares0 from 4,123
Change-4,123 (-100%)
Value$0 (-$250.6K)
Filed 2026-11-02
Uptick Partners, LLC
CLOSED
Shares0 from 4,037
Change-4,037 (-100%)
Value$0 (-$245.4K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 4,008
Change-4,008 (-100%)
Value$0 (-$243.6K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,541
Change-3,541 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-23
KPP Advisory Services LLC
CLOSED
Shares0 from 3,373
Change-3,373 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,264
Change-1,264 (-100%)
Value$0 (-$78.1K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$54.6K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$50.4K)
Filed 2026-11-05
Birchbrook, Inc.
CLOSED
Shares0 from 269
Change-269 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-14
Atlatl Advisers LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 107
Change-107 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-23
True Wealth Design, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$426)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$262)
Filed 2026-10-13
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$19 ($0)
Filed 2026-10-28
Financial Engines Advisors L.L.C.
N/A
Shares— from 82,942,783
Change-82,942,783 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 52,010,628
Change-52,010,628 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,183,404
Change-23,183,404 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 18,476,358
Change-18,476,358 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,485,355
Change-17,485,355 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,712,590
Change-9,712,590 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 9,260,907
Change-9,260,907 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,578,412
Change-7,578,412 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,984,307
Change-6,984,307 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,598,736
Change-6,598,736 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 6,312,030
Change-6,312,030 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,096,814
Change-6,096,814 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,262,630
Change-5,262,630 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,938,446
Change-4,938,446 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,889,672
Change-4,889,672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,880,123
Change-4,880,123 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,300,158
Change-4,300,158 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,186,310
Change-4,186,310 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 4,083,530
Change-4,083,530 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,939,693
Change-3,939,693 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,664,076
Change-3,664,076 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,582,797
Change-3,582,797 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,495,135
Change-3,495,135 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,210,846
Change-3,210,846 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,144,532
Change-3,144,532 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,052,238
Change-3,052,238 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,048,861
Change-3,048,861 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,959,304
Change-2,959,304 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,818,236
Change-2,818,236 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 2,496,836
Change-2,496,836 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,375,737
Change-2,375,737 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,368,033
Change-2,368,033 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,352,228
Change-2,352,228 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,158,735
Change-2,158,735 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,884,218
Change-1,884,218 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,870,677
Change-1,870,677 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,828,577
Change-1,828,577 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,564,264
Change-1,564,264 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,486,410
Change-1,486,410 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,367,223
Change-1,367,223 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,353,074
Change-1,353,074 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,096,659
Change-1,096,659 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,054,676
Change-1,054,676 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,024,625
Change-1,024,625 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 996,736
Change-996,736 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 977,108
Change-977,108 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 904,959
Change-904,959 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 843,541
Change-843,541 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 827,687
Change-827,687 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 813,155
Change-813,155 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 668,835
Change-668,835 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 656,065
Change-656,065 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 591,302
Change-591,302 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 590,728
Change-590,728 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 575,516
Change-575,516 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 573,157
Change-573,157 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 572,226
Change-572,226 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 569,655
Change-569,655 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 565,797
Change-565,797 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 525,435
Change-525,435 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 494,457
Change-494,457 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 466,816
Change-466,816 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 456,134
Change-456,134 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 446,191
Change-446,191 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 443,527
Change-443,527 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 425,501
Change-425,501 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 413,615
Change-413,615 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 400,406
Change-400,406 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 397,043
Change-397,043 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 388,134
Change-388,134 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 387,813
Change-387,813 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 387,411
Change-387,411 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 385,288
Change-385,288 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 369,874
Change-369,874 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 361,666
Change-361,666 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 349,442
Change-349,442 (-100%)
Value—
Collier Financial
N/A
Shares— from 330,680
Change-330,680 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 325,685
Change-325,685 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 323,913
Change-323,913 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 317,152
Change-317,152 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 308,267
Change-308,267 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 293,438
Change-293,438 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 291,276
Change-291,276 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 288,113
Change-288,113 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 276,375
Change-276,375 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 275,286
Change-275,286 (-100%)
Value—
Stephens Inc
N/A
Shares— from 260,079
Change-260,079 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 250,608
Change-250,608 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 242,652
Change-242,652 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 239,484
Change-239,484 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 235,324
Change-235,324 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 231,892
Change-231,892 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 228,850
Change-228,850 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 228,359
Change-228,359 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 219,808
Change-219,808 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 218,987
Change-218,987 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 209,226
Change-209,226 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 199,142
Change-199,142 (-100%)
Value—
&partners
N/A
Shares— from 195,228
Change-195,228 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 194,516
Change-194,516 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 184,501
Change-184,501 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 179,401
Change-179,401 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 174,125
Change-174,125 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 173,144
Change-173,144 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 165,860
Change-165,860 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 162,652
Change-162,652 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 162,102
Change-162,102 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 158,589
Change-158,589 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 149,405
Change-149,405 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 149,189
Change-149,189 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 142,308
Change-142,308 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 141,243
Change-141,243 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 139,863
Change-139,863 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 136,424
Change-136,424 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 128,853
Change-128,853 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 127,395
Change-127,395 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 120,975
Change-120,975 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 119,427
Change-119,427 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 115,100
Change-115,100 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 114,870
Change-114,870 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 114,681
Change-114,681 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 114,513
Change-114,513 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 112,720
Change-112,720 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 112,110
Change-112,110 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 110,758
Change-110,758 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 109,108
Change-109,108 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 107,805
Change-107,805 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 106,397
Change-106,397 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 101,939
Change-101,939 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 100,915
Change-100,915 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 98,285
Change-98,285 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 97,451
Change-97,451 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 96,454
Change-96,454 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 96,454
Change-96,454 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 96,209
Change-96,209 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 93,852
Change-93,852 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 93,820
Change-93,820 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 91,036
Change-91,036 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 90,666
Change-90,666 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 87,289
Change-87,289 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 86,723
Change-86,723 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 85,523
Change-85,523 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 84,817
Change-84,817 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 84,129
Change-84,129 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 83,631
Change-83,631 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 81,430
Change-81,430 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 81,244
Change-81,244 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 81,138
Change-81,138 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 80,831
Change-80,831 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 80,652
Change-80,652 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 80,207
Change-80,207 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 79,573
Change-79,573 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 79,103
Change-79,103 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 74,036
Change-74,036 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 72,527
Change-72,527 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 71,999
Change-71,999 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 70,630
Change-70,630 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 70,373
Change-70,373 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 70,092
Change-70,092 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 69,813
Change-69,813 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 68,791
Change-68,791 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 68,523
Change-68,523 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 65,628
Change-65,628 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 65,014
Change-65,014 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 64,871
Change-64,871 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 64,161
Change-64,161 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 63,093
Change-63,093 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 62,943
Change-62,943 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 62,067
Change-62,067 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 61,043
Change-61,043 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 60,911
Change-60,911 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 60,668
Change-60,668 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 59,506
Change-59,506 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 58,820
Change-58,820 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 58,237
Change-58,237 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 56,763
Change-56,763 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 56,621
Change-56,621 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 56,555
Change-56,555 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 53,858
Change-53,858 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 53,193
Change-53,193 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 53,016
Change-53,016 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 51,812
Change-51,812 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 51,681
Change-51,681 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 51,542
Change-51,542 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 51,134
Change-51,134 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 48,575
Change-48,575 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 48,493
Change-48,493 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 46,987
Change-46,987 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 46,829
Change-46,829 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 46,418
Change-46,418 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 46,335
Change-46,335 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 46,157
Change-46,157 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 45,994
Change-45,994 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 45,417
Change-45,417 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 45,228
Change-45,228 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 44,034
Change-44,034 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 43,978
Change-43,978 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 42,343
Change-42,343 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 41,967
Change-41,967 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 41,259
Change-41,259 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 40,670
Change-40,670 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 40,416
Change-40,416 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 40,248
Change-40,248 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 39,601
Change-39,601 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 39,541
Change-39,541 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 39,085
Change-39,085 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 38,475
Change-38,475 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 37,291
Change-37,291 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 35,993
Change-35,993 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 35,399
Change-35,399 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 35,297
Change-35,297 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 34,460
Change-34,460 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 34,099
Change-34,099 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,105
Change-33,105 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 32,444
Change-32,444 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 32,075
Change-32,075 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,652
Change-30,652 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 30,493
Change-30,493 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,178
Change-30,178 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 30,068
Change-30,068 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 29,874
Change-29,874 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 28,982
Change-28,982 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 28,966
Change-28,966 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,580
Change-28,580 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,484
Change-28,484 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 28,362
Change-28,362 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 28,360
Change-28,360 (-100%)
Value—
Commerce Bank
N/A
Shares— from 28,255
Change-28,255 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 27,876
Change-27,876 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 27,821
Change-27,821 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 27,319
Change-27,319 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 26,663
Change-26,663 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,408
Change-26,408 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 26,046
Change-26,046 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 25,518
Change-25,518 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 25,107
Change-25,107 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 24,936
Change-24,936 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,359
Change-24,359 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 24,346
Change-24,346 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 24,267
Change-24,267 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 24,025
Change-24,025 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 23,568
Change-23,568 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 23,154
Change-23,154 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 22,903
Change-22,903 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 22,656
Change-22,656 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 22,365
Change-22,365 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 21,428
Change-21,428 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 20,506
Change-20,506 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 20,502
Change-20,502 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 20,336
Change-20,336 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 19,798
Change-19,798 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,674
Change-19,674 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 19,618
Change-19,618 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 19,461
Change-19,461 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 19,162
Change-19,162 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 19,004
Change-19,004 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 17,921
Change-17,921 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 16,340
Change-16,340 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,237
Change-16,237 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 15,839
Change-15,839 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 15,756
Change-15,756 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 15,293
Change-15,293 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,278
Change-15,278 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 14,928
Change-14,928 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 14,519
Change-14,519 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 14,318
Change-14,318 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 14,052
Change-14,052 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 14,038
Change-14,038 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,856
Change-13,856 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 13,741
Change-13,741 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 13,367
Change-13,367 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,344
Change-13,344 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 13,286
Change-13,286 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 12,868
Change-12,868 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,585
Change-12,585 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 12,113
Change-12,113 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,662
Change-11,662 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 10,513
Change-10,513 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,524
Change-9,524 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 8,856
Change-8,856 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,044
Change-7,044 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,368
Change-6,368 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 837
Change-837 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 752
Change-752 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 749
Change-749 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 694
Change-694 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 619
Change-619 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 617
Change-617 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 597
Change-597 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 553
Change-553 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 445
Change-445 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 346
Change-346 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 296
Change-296 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 179
Change-179 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
CNB Bank
N/A
Shares— from 55
Change-55 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 36
Change-36 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Willis Johnson Wealth, Inc.
INCREASED6,376,1366,252,618+123,518+2%$380.1M$389.8M+$9.7M2026-11-03
Connecticut Wealth Management, LLC
INCREASED4,986,0614,665,939+320,122+7%$283.6M$304.8M+$21.2M2026-10-13
Vantagepoint Investment Advisers LLC
UNCHANGED4,302,4234,302,42300%$261.5M$263.0M+$1.5M2026-10-26
Diversify Advisory Services, LLC
INCREASED3,073,2762,818,867+254,409+9%$175.4M$194.0M+$18.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED3,073,2762,818,867+254,409+9%$175.4M$194.0M+$18.5M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED2,906,8652,831,310+75,555+3%$174.8M$180.8M+$6.0M2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED2,819,5072,693,155+126,352+5%$163.7M$172.4M+$8.6M2026-10-29
Angeles Wealth Management, LLC
INCREASED2,427,1582,311,111+116,047+5%$140.5M$148.4M+$7.9M2026-10-26
AlphaStar Capital Management, LLC
INCREASED2,179,4692,033,800+145,669+7%$123.6M$133.2M+$9.6M2026-10-16
Commonwealth Equity Services, LLC
DECREASED2,118,2762,167,693-49,417-2%$131.8M$129.5M-$2.3M2026-11-02
Old National Bancorp
INCREASED2,010,4121,922,651+87,761+5%$116.9M$122.9M+$6.0M2026-10-20
Magnus Financial Group LLC
INCREASED2,006,7981,931,275+75,523+4%$117.4M$122.7M+$5.3M2026-10-21
Bell Bank
INCREASED1,734,5771,694,652+39,925+2%$103.0M$106.0M+$3.0M2026-10-21
Exchange Traded Concepts, LLC
INCREASED1,603,9391,488,475+115,464+8%$90.5M$98.0M+$7.6M2026-10-28
Founders Financial Securities LLC
INCREASED1,567,4481,525,773+41,675+3%$92.8M$95.8M+$3.1M2026-10-28
First National Trust Co
DECREASED1,555,8041,898,954-343,150-18%$115.4M$95.1M-$20.3M2026-10-28
Simon Quick Advisors, LLC
DECREASED1,523,4491,524,098-6490%$92.6M$93.1M+$478.5K2026-10-26
KWB Wealth
DECREASED1,356,6081,365,288-8,680-1%$83.0M$82.9M-$66.4K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED1,274,8821,337,444-62,562-5%$81.3M$77.9M-$3.4M2026-10-26
Klingman & Associates, LLC
DECREASED1,167,6231,173,526-5,9030%$71.3M$71.4M+$38.2K2026-10-20
71 West Capital Partners
DECREASED1,059,3761,072,643-13,267-1%$65.2M$64.8M-$446.3K2026-11-04
Confluence Investment Management LLC
DECREASED1,029,0311,047,254-18,223-2%$63.7M$62.9M-$757.9K2026-10-01
Whitcomb & Hess, Inc.
INCREASED1,005,556991,666+13,890+1%$60.3M$61.5M+$1.2M2026-10-07
Moneco Advisors, LLC
INCREASED939,623846,807+92,816+11%$51.5M$57.4M+$6.0M2026-11-05
Courier Capital LLC
INCREASED895,911849,798+46,113+5%$51.7M$54.8M+$3.1M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED880,986849,235+31,751+4%$51.6M$53.9K-$51.6M2026-11-02
Nottingham Advisors, Inc.
INCREASED876,320747,960+128,360+17%$54.7M$53.7M-$970.5K2026-10-29
CGN Advisors LLC
INCREASED867,975859,839+8,136+1%$52.3M$53.1M+$789.7K2026-10-21
Leicht Financial Planning & Wealth Management, Inc.
DECREASED825,334830,431-5,097-1%$50.5M$50.5M-$29.2K2026-11-03
Arrow Financial Corp
DECREASED769,595770,376-7810%$46.8M$47.0M+$214.2K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED756,135767,081-10,946-1%$46.6M$46.7M+$97.8K2026-11-05
Avior Wealth Management, LLC
INCREASED753,937739,292+14,645+2%$44.9M$46.1M+$1.1M2026-10-13
Tennessee Valley Asset Management Partners
DECREASED748,161764,278-16,117-2%$46.5M$45.7M-$725.4K2026-11-03
Creative Planning
INCREASED746,904739,442+7,462+1%$45.0M$45.7M+$707.6K2026-11-02
Facet Wealth, Inc.
DECREASED733,589793,438-59,849-8%$48.2M$44.8M-$3.4M2026-11-04
15 Wealth Advisors LLC
NEW725,083—+725,083——$44.3M—2026-10-14
Convergence Financial, LLC
DECREASED721,6511,211,498-489,847-40%$73.6M$44.1M-$29.5M2026-10-27
ERn Financial, LLC
DECREASED708,557712,567-4,010-1%$43.3M$43.3M-$2.9K2026-10-28
Accredited Investors Inc.
DECREASED698,970701,724-2,7540%$42.7M$42.7M+$70.2K2026-11-03
Vicus Capital
DECREASED696,862705,222-8,360-1%$42.9M$42.6M-$271.3K2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED665,906677,779-11,873-2%$41.2M$40.7M-$495.3K2026-10-26
Fluent Financial, LLC
NEW665,051—+665,051——$40.7M—2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED619,957626,738-6,781-1%$38.1M$37.9M-$201.4K2026-10-27
Waller Financial Planning Group, Inc
INCREASED613,847577,788+36,059+6%$35.1M$37.5M+$2.4M2026-10-07
Thrivent Financial for Lutherans
DECREASED601,407606,028-4,621-1%$36.8M$36.8K-$36.8M2026-11-05
Shepherd Financial Partners LLC
INCREASED568,535552,003+16,532+3%$33.6M$34.8M+$1.2M2026-11-03
Fifth Third Securities, Inc.
INCREASED566,363560,275+6,088+1%$34.1M$34.6M+$562.6K2026-10-21
Roberts Financial Services LLC
INCREASED558,515552,950+5,565+1%$33.6M$34.1M+$528.2K2026-10-23
Brandywine OAK Private Wealth LLC
DECREASED549,589565,753-16,164-3%$34.4M$33.6M-$795.7K2026-10-23
Navigation Group, LLC
INCREASED549,363544,682+4,681+1%$33.1M$33.6M+$471.3K2026-10-28
Choice Wealth Advisors LLC
INCREASED549,152544,554+4,598+1%$33.1M$33.6M+$466.2K2026-10-16
Gibbs Wealth Management
INCREASED547,098464,334+82,764+18%$28.2M$33.4M+$5.2M2026-10-22
Hamilton Capital, LLC
INCREASED517,275483,626+33,649+7%$29.4M$31.6M+$2.2M2026-10-08
Fifth Third Wealth Advisors LLC
INCREASED516,081498,018+18,063+4%$30.3M$31.5M+$1.3M2026-10-22
Harbor Group, Inc.
INCREASED511,073500,828+10,245+2%$30.4M$31.2M+$796.6K2026-10-14
SkyOak Wealth, LLC
INCREASED501,431487,942+13,489+3%$29.7M$30.7M+$990.5K2026-10-28
Leslie Global Wealth, LLC
INCREASED498,723498,627+96+0%$30.3M$30.5M+$175.4K2026-10-26
Marathon Mission, Inc.
INCREASED498,156493,644+4,512+1%$30.0M$30.5M+$443.7K2026-10-01
BIP Wealth, LLC
DECREASED497,679520,295-22,616-4%$31.6M$30.4M-$1.2M2026-10-22
CX Institutional
INCREASED489,362307,901+181,461+59%$18.7K$29.9K+$11.2K2026-10-02
Avantax Planning Partners, Inc.
DECREASED486,390509,111-22,721-4%$30.9M$29.7M-$1.2M2026-11-03
First Heartland Consultants, Inc.
INCREASED480,302463,488+16,814+4%$28.2M$29.4M+$1.2M2026-10-08
Rodgers & Associates, LTD
DECREASED477,773487,758-9,985-2%$29.7M$29.2M-$444.6K2026-10-20
Truist Financial Corp
INCREASED469,709447,664+22,045+5%$27.2M$28.7M+$1.5M2026-10-30
True Blue Financial, LLC
INCREASED464,470322,945+141,525+44%$19.6M$28.4M+$8.8M2026-10-15
MGO One Seven LLC
DECREASED462,805464,874-2,0690%$28.3M$28.3M+$31.6K2026-10-28
MBE Wealth Management, LLC
INCREASED462,707459,724+2,983+1%$27.9M$28.3M+$338.7K2026-10-26
Riversedge Advisors, LLC
INCREASED455,920455,543+377+0%$27.7M$27.9M+$177.9K2026-10-09
Provenance Wealth Advisors, LLC
INCREASED447,216425,308+21,908+5%$25.9M$27.3M+$1.5M2026-10-30
SilverOak Wealth Management LLC
INCREASED432,401430,513+1,888+0%$26.2M$26.4M+$261.8K2026-10-29
Granville Capital, Inc.
INCREASED428,309402,146+26,163+7%$24.4M$26.2M+$1.7M2026-11-05
Armstrong Advisory Group, Inc
INCREASED416,551403,951+12,600+3%$24.6M$25.5M+$907.6K2026-10-09
Kestra Advisory Services, LLC
INCREASED412,480382,760+29,720+8%$23.3M$25.2M+$1.9M2026-11-02
Constellation Investments, Inc.
DECREASED403,094712,000-308,906-43%$43.3M$24.6M-$18.6M2026-10-28
Cardinal Strategic Wealth Guidance
INCREASED401,144382,298+18,846+5%$23.2M$24.5M+$1.3M2026-11-02
Park Avenue Securities LLC
INCREASED379,617358,913+20,704+6%$21.8M$23.2K-$21.8M2026-10-26
Visionary Horizons, LLC
DECREASED376,240389,843-13,603-3%$23.7M$23.0M-$699.0K2026-10-22
Farther Finance Advisors, LLC
INCREASED368,611191,510+177,101+92%$11.6M$22.5M+$10.9M2026-10-08
Concurrent Investment Advisors, LLC
DECREASED367,211412,981-45,770-11%$25.1M$22.4M-$2.7M2026-10-16
MCF Advisors LLC
DECREASED361,059453,394-92,335-20%$27.6M$22.1M-$5.5M2026-10-28
Fifth Third Bancorp
DECREASED360,930381,932-21,002-5%$23.2M$22.1M-$1.2M2026-11-05
Destiny Capital Corp
DECREASED360,036371,790-11,754-3%$22.6M$22.0M-$592.1K2026-11-03
1834 Investment Advisors Co
INCREASED358,033351,475+6,558+2%$21.4M$21.9M+$520.4K2026-10-16
Ackerman Capital Advisors, LLC
DECREASED343,228343,550-3220%$20.9M$21.0M+$97.2K2026-10-30
Horizon Financial Services, LLC
INCREASED339,548332,489+7,059+2%$20.2M$20.8M+$544.5K2026-11-04
Foguth Wealth Management, Llc.
DECREASED339,476348,042-8,566-2%$21.4M$21.4M-$7882026-10-19
Windsor Capital Management, LLC
INCREASED339,283332,851+6,432+2%$20.2M$20.7M+$506.3K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED336,939338,842-1,903-1%$20.6M$20.6M-$1.1K2026-10-30
Northern Capital Management, Inc.
INCREASED332,070322,571+9,499+3%$19.6M$20.3M+$690.3K2026-11-05
Verus Capital Partners, LLC
INCREASED321,432316,139+5,293+2%$19.2M$19.6M+$431.0K2026-11-03
Power Wealth Management LLC
INCREASED317,764281,112+36,652+13%$17.1M$19.4M+$2.3M2026-10-27
Ascent Group, LLC
DECREASED316,500326,748-10,248-3%$19.9M$19.3M-$515.3K2026-10-30
Portside Wealth Group, LLC
INCREASED316,320255,960+60,360+24%$15.6M$19.3M+$3.8M2026-10-20
Goodman Advisory Group, LLC
NEW314,962—+314,962——$19.3M—2026-11-02
Novem Group
INCREASED304,149300,595+3,554+1%$18.3M$18.6M+$319.5K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED300,067295,932+4,135+1%$18.0M$18.4M+$456.5K2026-10-22
Great Lakes Retirement, Inc.
DECREASED297,937299,764-1,827-1%$18.2M$18.2M-$9.8K2026-10-26
Freestate Advisors LLC
DECREASED297,424325,280-27,856-9%$19.8M$18.2M-$1.6M2026-10-09
Retirement Planning Group, LLC
DECREASED290,802292,995-2,193-1%$17.8M$17.8M-$34.4K2026-10-19
Probity Advisors, Inc.
INCREASED286,548275,176+11,372+4%$16.7M$17.5M+$788.7K2026-10-23
Stevens Capital Partners
INCREASED285,094262,126+22,968+9%$15.9M$17.4M+$1.5M2026-10-29
Woodard & Co Asset Management Group Inc
DECREASED283,556313,553-29,997-10%$19.1M$17.3M-$1.7M2026-11-03
Clear Creek Financial Management, LLC
DECREASED279,283315,733-36,450-12%$19.2M$17.1M-$2.1M2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED278,947265,947+13,000+5%$16.2M$17.1M+$885.1K2026-11-02
Schear Investment Advisers, LLC
NEW267,073—+267,073——$16.3M—2026-10-14
Tempo Wealth, LLC
DECREASED267,073288,652-21,579-7%$17.5M$16.3M-$1.2M2026-10-14
McAdam, LLC
DECREASED262,460271,475-9,015-3%$16.5M$16.0M-$458.8K2026-10-21
One Advisory Partners, LLC
NEW260,857—+260,857——$15.9M—2026-10-22
Hobart Private Capital, LLC
INCREASED249,676247,956+1,720+1%$15.1M$15.3M+$189.4K2026-10-19
Brookstone Capital Management
DECREASED249,256262,013-12,757-5%$15.9M$15.2M-$690.8K2026-10-22
Meridian Wealth Management, LLC
DECREASED248,133255,696-7,563-3%$15.5M$15.2M-$375.4K2026-11-05
Private Wealth Group, LLC
INCREASED241,507221,416+20,091+9%$13.5M$14.8M+$1.3M2026-10-19
TME Financial, Inc.
INCREASED241,282227,305+13,977+6%$13.8M$14.7M+$931.7K2026-10-14
Assetmark, Inc
DECREASED237,492315,142-77,650-25%$19.2M$14.5M-$4.6M2026-10-21
Financial Council, LLC
INCREASED235,439227,017+8,422+4%$13.8M$14.4M+$592.0K2026-11-02
GHP Investment Advisors, Inc.
INCREASED235,016233,175+1,841+1%$14.2M$14.4M+$191.8K2026-10-15
Guardian Wealth Advisors, LLC
INCREASED231,483219,716+11,767+5%$13.4M$14.8M+$1.5M2026-10-30
Tsfg, LLC
DECREASED231,213932,631-701,418-75%$56.7M$14.1K-$56.7M2026-10-23
Optimist Retirement Group LLC
DECREASED229,320232,705-3,385-1%$14.1M$14.0M-$127.8K2026-10-30
Aureum Wealth Management, LLC
INCREASED227,528223,035+4,493+2%$13.6M$13.9M+$350.5K2026-10-15
TrueWealth Advisors, LLC
INCREASED227,095217,901+9,194+4%$13.2M$13.9M+$636.1K2026-10-09
Smithbridge Asset Management Inc
DECREASED220,833222,782-1,949-1%$13.5M$13.5M-$43.4K2026-10-19
Cynosure Group, LLC
DECREASED219,389234,630-15,241-6%$14.3M$13.4M-$851.9K2026-11-03
Simplicity Wealth,LLC
DECREASED216,747301,939-85,192-28%$18.4M$13.2M-$5.1M2026-10-23
Vision Capital Management, Inc.
INCREASED215,561115,939+99,622+86%$7.0M$13.2M+$6.1M2026-10-20
Diligent Investors, LLC
DECREASED215,176217,539-2,363-1%$13.2M$13.2M-$70.5K2026-10-21
GenWealth Group, Inc.
DECREASED212,693215,686-2,993-1%$13.1M$13.0M-$109.6K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED211,273199,255+12,018+6%$12.1M$12.9M+$802.4K2026-10-21
BCS Wealth Management
INCREASED203,160202,146+1,014+1%$12.3M$12.4M+$130.8K2026-11-03
Northwest Wealth Advisors, LLC
INCREASED201,003187,942+13,061+7%$11.4M$12.3M+$862.3K2026-11-02
Reston Wealth Management LLC
DECREASED200,805209,182-8,377-4%$12.7M$12.3M-$441.0K2026-10-29
New England Capital Financial Advisors LLC
DECREASED195,324196,252-9280%$11.9M$11.9M+$10.0K2026-11-03
Pecaut & Co.
INCREASED189,740185,397+4,343+2%$11.3M$11.6M+$328.6K2026-10-27
Madrid Financial Services
DECREASED187,980190,549-2,569-1%$11.6M$11.5M-$92.2K2026-11-03
Vertrix Wealth Management, LLC
DECREASED186,810199,787-12,977-6%$12.1M$11.4M-$725.4K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED183,116183,066+50+0%$11.1M$11.2M+$65.3K2026-10-19
Bensler, LLC
INCREASED182,158172,288+9,870+6%$10.5M$11.1M+$661.9K2026-11-05
Stone Summit Wealth LLC
INCREASED177,070152,106+24,964+16%$9.2M$10.8M+$1.6M2026-10-14
Foronjy Financial LLC
DECREASED173,774177,040-3,266-2%$10.8M$10.6M-$139.4K2026-10-14
Axxcess Wealth Management, LLC
INCREASED172,850169,765+3,085+2%$10.3M$10.6M+$246.3K2026-10-21
Cobblestone Asset Management LLC
INCREASED172,096167,149+4,947+3%$10.2M$10.5M+$359.2K2026-10-13
Lynch & Associates
INCREASED170,605166,194+4,411+3%$10.1M$10.4M+$326.2K2026-10-13
Financial Management Professionals, Inc.
INCREASED169,907166,508+3,399+2%$10.1M$10.4M+$264.4K2026-10-23
Oak Harvest Investment Services
DECREASED169,447171,595-2,148-1%$10.4M$10.4M-$73.0K2026-10-20
Creative Financial Designs Inc
INCREASED168,463167,230+1,233+1%$10.2M$10.3M+$132.2K2026-11-04
RFG Advisory, LLC
INCREASED167,383109,824+57,559+52%$6.7M$10.2M+$3.6M2026-11-03
Uptown Financial Advisors LLC
INCREASED165,885164,321+1,564+1%$10.0M$10.1M+$151.5K2026-10-15
SeedSafe Financial LLC
INCREASED165,174146,629+18,545+13%$8.9M$10.1M+$1.2M2026-11-02
Town Capital LLC
INCREASED165,121156,609+8,512+5%$9.5M$10.1M+$573.6K2026-11-03
Independent Financial Group, LLC
INCREASED163,658154,529+9,129+6%$9.4M$10.0M+$610.6K2026-10-13
Auour Investments LLC
DECREASED161,894165,322-3,428-2%$10.0M$9.9M-$153.3K2026-10-28
Parkway Wealth Management Group, LLC
DECREASED160,156161,722-1,566-1%$9.8M$9.8M-$40.8K2026-10-20
Members Wealth LLC
INCREASED159,759150,222+9,537+6%$9.1M$9.9M+$741.1K2026-10-20
Greenwood Capital Associates LLC
INCREASED159,306154,433+4,873+3%$9.4M$9.7M+$350.4K2026-10-27
Larson Financial Group LLC
DECREASED154,279158,714-4,435-3%$9.6M$9.4M-$217.2K2026-11-05
Bank of New York Mellon Corp
INCREASED152,094119,996+32,098+27%$7.3M$9.3M+$2.0M2026-11-05
Lido Advisors, LLC
INCREASED151,902136,148+15,754+12%$8.3M$9.3M+$1.0M2026-11-04
Cornerstone Wealth Group, LLC
INCREASED151,632142,806+8,826+6%$8.7M$9.3M+$588.1K2026-11-02
Key FInancial Inc
DECREASED150,737152,069-1,332-1%$9.2M$9.2M-$29.7K2026-11-02
Ceera Investments, LLC
INCREASED150,253108,046+42,207+39%$6.6M$9.2M+$2.6M2026-11-02
Ignite Planners, LLC
DECREASED146,856155,533-8,677-6%$9.5M$9.1M-$401.4K2026-10-14
1900 Wealth Management LLC
DECREASED140,519140,864-3450%$8.6M$8.6M+$26.8K2026-10-13
Milestones Private Investment Advisors LLC
INCREASED140,096138,243+1,853+1%$8.4M$8.6M+$160.3K2026-10-19
Trilogy Capital Inc.
INCREASED139,911136,124+3,787+3%$8.3M$8.6M+$277.8K2026-10-20
Centennial Wealth Advisory LLC
DECREASED139,134141,742-2,608-2%$8.6M$8.5M-$111.6K2026-10-16
American Financial & TAX Strategies Inc
INCREASED138,306137,525+781+1%$8.4M$8.5M+$94.5K2026-10-16
VMS Asset Management Limited
NEW134,020—+134,020——$8.2M—2026-10-15
Union Bancaire Privee, UBP SA
NEW134,020—+134,020——$6.9M—2026-11-04
City Center Advisors, LLC
INCREASED131,602130,528+1,074+1%$7.9M$8.0M+$110.0K2026-10-08
Modera Wealth Management, LLC
INCREASED131,098126,954+4,144+3%$7.7M$8.0M+$296.5K2026-10-28
Hofer & Associates. Inc
DECREASED129,158226,703-97,545-43%$13.8M$7.9M-$5.9M2026-10-13
RED Crane Wealth Management, LLC
INCREASED129,158127,558+1,600+1%$7.8M$7.9M+$141.2K2026-10-14
Vise Technologies, Inc.
INCREASED128,417106,068+22,349+21%$6.4M$7.9M+$1.4M2026-10-29
Sharkey, Howes & Javer
INCREASED124,350122,220+2,130+2%$7.4M$7.6M+$171.7K2026-10-22
Laurel Wealth Planning LLC
DECREASED123,280128,282-5,002-4%$7.8M$7.5M-$262.2K2026-11-02
Inspirion Wealth Advisors, LLC
DECREASED119,701201,179-81,478-40%$12.3M$7.3M-$5.0M2026-10-09
Smith Partners Wealth Management, LLC
INCREASED118,99886,876+32,122+37%$5.3M$7.3M+$2.0M2026-11-05
Occidental Asset Management, LLC
INCREASED115,986113,947+2,039+2%$6.9M$7.1M+$163.4K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED115,468107,753+7,715+7%$6.6M$7.1M+$508.2K2026-11-05
Sima Wealth Partners, LLC
INCREASED114,836106,953+7,883+7%$6.5M$7.0M+$518.3K2026-10-19
Retirement Financial Solutions, LLC
INCREASED113,130110,181+2,949+3%$6.7M$6.9M+$217.7K2026-10-20
DecisionMap Wealth Management, LLC
INCREASED113,10288,440+24,662+28%$5.4M$6.9M+$1.5M2026-10-29
Spire Wealth Management
DECREASED113,090117,655-4,565-4%$7.2M$6.9M-$239.1K2026-10-30
Cornerstone National Bank & Trust Co
INCREASED107,85298,106+9,746+10%$6.0M$6.6M+$620.4K2026-10-20
AA Financial Advisors, LLC
DECREASED105,788106,701-913-1%$6.5M$6.5M-$19.6K2026-10-19
Broussard Financial Group LLC
INCREASED103,56398,004+5,559+6%$6.0M$6.3M+$373.1K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED103,222101,806+1,416+1%$6.2M$6.3K-$6.2M2026-10-14
Inman Jager Wealth Management, LLC
INCREASED102,56499,177+3,387+3%$6.0M$6.3M+$240.8K2026-11-05
United Advisor Group, LLC
INCREASED101,27999,573+1,706+2%$6.1M$6.2M+$138.1K2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED100,757100,760-30%$6.1M$6.2M+$34.1K2026-10-09
Phoenix Wealth Advisors
INCREASED100,73796,330+4,407+5%$5.9M$6.2M+$302.2K2026-11-03
Lanark Financial, Inc.
INCREASED100,64985,530+15,119+18%$5.2M$6.2M+$953.3K2026-10-26
Jacksonville Wealth Management, LLC
INCREASED99,47773,834+25,643+35%$4.5M$6.1M+$1.6M2026-10-30
Koshinski Asset Management, Inc.
INCREASED94,84193,042+1,799+2%$5.7M$5.8M+$141.6K2026-10-29
Friday Financial
INCREASED91,98364,969+27,014+42%$4.0M$5.6M+$1.6M2026-10-09
Salomon & Ludwin, LLC
DECREASED91,19493,694-2,500-3%$5.7M$5.6M-$140.6K2026-10-29
Juncture Wealth Strategies, LLC
DECREASED91,094104,363-13,269-13%$6.3M$5.6M-$775.7K2026-10-06
Bucket List Wealth Management, LLC
DECREASED89,35990,859-1,500-2%$5.5M$5.5M-$60.8K2026-10-22
Clear Retirement Advice LLC
DECREASED89,35789,583-2260%$5.4M$5.5M+$16.7K2026-10-22
Visionary Wealth Advisors
INCREASED88,93687,737+1,199+1%$5.3M$5.4M+$103.1K2026-11-04
Milestone Asset Management Group, LLC
INCREASED87,49381,170+6,323+8%$4.9M$5.3M+$414.1K2026-10-20
Benchmark Financial, LLC
INCREASED87,40886,110+1,298+2%$5.2M$5.3M+$108.6K2026-10-16
Private Trust Co NA
INCREASED87,14187,043+98+0%$5.3M$5.3M+$35.6K2026-10-20
Independent Wealth Network Inc.
DECREASED85,25788,671-3,414-4%$5.4M$5.2M-$178.6K2026-10-19
Spectrum Advisors, Inc.
INCREASED83,10070,938+12,162+17%$4.3M$5.1M+$767.6K2026-11-03
Braun-Bostich & Associates Inc.
DECREASED83,05887,227-4,169-5%$5.3M$5.1M-$225.2K2026-10-20
Citigroup Inc
INCREASED82,77672,628+10,148+14%$4.4M$5.1M+$645.0K2026-11-04
Sterling Group Wealth Management, LLC
DECREASED80,84488,092-7,248-8%$5.4M$4.9M-$413.1K2026-11-03
Clarus Wealth Advisors
DECREASED79,84180,042-2010%$4.9M$5.0M+$76.3K2026-10-13
Penobscot Wealth Management
INCREASED78,68676,397+2,289+3%$4.6M$4.8M+$166.0K2026-10-21
Intergy Private Wealth, LLC
DECREASED77,75282,226-4,474-5%$5.0M$4.8M-$245.5K2026-10-16
Atticus Wealth Management, LLC
DECREASED73,69077,884-4,194-5%$4.7M$4.5M-$229.9K2026-10-20
Milestone Asset Management, LLC
DECREASED72,981110,087-37,106-34%$6.7M$4.5M-$2.2M2026-10-15
Integrity Alliance, Llc.
INCREASED72,80470,903+1,901+3%$4.3M$4.5M+$140.3K2026-10-29
Eclectic Associates Inc
DECREASED72,09373,382-1,289-2%$4.5M$4.4M-$53.9K2026-10-09
Shum Financial Group, Inc.
INCREASED69,84168,415+1,426+2%$4.2M$4.3M+$110.5K2026-10-13
Motive Wealth Advisors
DECREASED68,85273,114-4,262-6%$4.4M$4.2M-$235.7K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED68,61468,916-3020%$4.2M$4.2M+$4.9K2026-10-20
Golden State Wealth Management, LLC
DECREASED68,14872,626-4,478-6%$4.4M$4.2M-$249.1K2026-11-02
Focus Financial Network, Inc.
DECREASED67,89668,955-1,059-2%$4.2M$4.2M-$41.3K2026-10-14
Advisor OS, LLC
DECREASED66,10768,318-2,211-3%$4.2M$4.0M-$111.9K2026-11-03
Opal Wealth Advisors, LLC
INCREASED65,03561,355+3,680+6%$3.7M$4.0M+$245.8K2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED64,34665,153-807-1%$4.0M$3.9M-$27.2K2026-11-05
MBM Wealth Consultants, LLC
INCREASED63,84461,919+1,925+3%$3.8M$3.9M+$138.7K2026-10-20
Chicago Partners Investment Group LLC
DECREASED60,56762,003-1,436-2%$3.8M$3.9M+$56.0K2026-10-27
Jnba Financial Advisors
DECREASED58,59262,238-3,646-6%$3.8M$3.6M-$201.7K2026-11-03
Corda Investment Management, Llc.
DECREASED57,99759,964-1,967-3%$3.6M$3.5M-$99.9K2026-10-22
US Bancorp \de\
INCREASED56,18253,469+2,713+5%$3.3M$3.4M+$184.0K2026-11-05
Citizens Financial Group Inc
DECREASED55,87166,464-10,593-16%$4.0M$3.4M-$624.9K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED55,30861,650-6,342-10%$3.7M$3.4M-$366.7K2026-11-04
Demars Financial Group, LLC
INCREASED54,73953,147+1,592+3%$3.2M$3.3M+$115.4K2026-10-22
James T. Borello RIA
INCREASED54,70941,132+13,577+33%$2.5M$3.3M+$843.9K2026-10-16
Perigon Wealth Management, LLC
DECREASED54,51355,949-1,436-3%$3.4M$3.3M-$68.8K2026-10-22
Prospera Financial Services Inc
DECREASED54,49461,038-6,544-11%$3.7M$3.5M-$215.9K2026-11-04
Affinity Capital Advisors, LLC
INCREASED54,34451,878+2,466+5%$3.2M$3.4M+$182.4K2026-10-13
Global Financial Private Client, LLC
DECREASED51,71353,283-1,570-3%$3.2M$3.2M-$77.9K2026-10-15
Brady Martz Wealth Solutions, LLC
DECREASED51,66652,913-1,247-2%$3.2M$3.2M-$58.2K2026-11-05
Sovran Advisors, LLC
DECREASED51,43254,125-2,693-5%$3.4M$3.3M-$41.4K2026-11-02
Breachway Investments LLC
DECREASED51,02860,094-9,066-15%$3.7M$3.1M-$533.8K2026-10-19
Balefire, LLC
DECREASED50,67657,705-7,029-12%$3.5M$3.1M-$410.1K2026-10-09
GLR Partners, LLC
INCREASED50,67146,381+4,290+9%$2.8M$3.1M+$278.0K2026-11-04
Norden Group LLC
DECREASED50,30852,190-1,882-4%$3.2M$3.1M-$97.4K2026-10-20
Cordatus Wealth Management LLC
DECREASED49,89050,818-928-2%$3.1M$3.0M-$39.4K2026-10-19
Partnership Wealth Management, LLC
DECREASED49,10152,641-3,540-7%$3.2M$3.0M-$198.5K2026-10-05
Buttonwood Financial Group, LLC
DECREASED48,55182,380-33,829-41%$5.0M$3.0M-$2.0M2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED48,01551,450-3,435-7%$3.1M$2.9M-$192.5K2026-11-02
Riverchase Wealth Management, LLC
UNCHANGED47,54947,54900%$2.9M$2.9M+$16.2K2026-10-28
Financial Network Wealth Advisors LLC
INCREASED47,30240,498+6,804+17%$2.5M$2.9M+$429.7K2026-10-28
Prism Advisors, Inc.
UNCHANGED45,98045,98000%$2.8M$2.9M+$64.4K2026-10-09
Fell Capital Management
INCREASED45,96745,423+544+1%$2.8M$2.8M+$48.7K2026-10-09
Cap Partners, LLC
DECREASED45,94046,265-325-1%$2.8M$2.8M-$4.1K2026-10-19
Atria Investments, Inc
INCREASED45,79745,440+357+1%$2.8M$2.8M+$37.3K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED45,71345,811-980%$2.8M$2.8M+$9.6K2026-10-27
Breakwater Capital Group
DECREASED45,15846,573-1,415-3%$2.8M$2.8M-$70.7K2026-10-09
Cooper Financial Group
DECREASED44,82045,378-558-1%$2.8M$2.7M-$18.7K2026-10-07
Innealta Capital, LLC
DECREASED44,79744,798-10%$2.7M$2.7M+$15.2K2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED43,96944,143-1740%$2.7M$2.7M+$4.4K2026-10-26
Ritholtz Wealth Management
INCREASED43,87043,116+754+2%$2.6M$2.7M+$60.7K2026-11-05
Gilpin Wealth Management, LLC
INCREASED43,27021,998+21,272+97%$1.3M$2.6M+$1.3M2026-10-09
Sunesis Advisors, LLC
UNCHANGED43,13343,13300%$2.6M$2.6M+$14.7K2026-10-26
Wrenne Financial Planning LLC
DECREASED42,01342,016-30%$2.6M$2.6M+$14.1K2026-10-30
AdvisorNet Financial, Inc
INCREASED41,92239,292+2,630+7%$2.4M$2.6M+$239.1K2026-10-15
Waystone Advisors LLC
UNCHANGED41,19741,19700%$2.5M$2.5M$02026-10-16
Burney Co/
INCREASED41,08141,048+33+0%$2.5M$2.5M+$16.0K2026-10-15
CoreCap Advisors, LLC
DECREASED41,018715,808-674,790-94%$43.5M$2.5M-$41.0M2026-10-08
Valpey Financial Services, LLC
INCREASED40,86939,336+1,533+4%$2.4M$2.5M+$107.1K2026-10-30
FCG Investment Co
INCREASED40,39739,602+795+2%$2.4M$2.5M+$62.0K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED40,00839,879+129+0%$2.4M$2.4M+$21.4K2026-11-03
FF Advisors,LLC
DECREASED39,82441,074-1,250-3%$2.5M$2.4M-$62.4K2026-10-21
River Street Advisors LLC
INCREASED39,56339,419+144+0%$2.4M$2.4M+$22.2K2026-10-22
Topel & Distasi Wealth Management, LLC
DECREASED38,71654,436-15,720-29%$3.3M$2.4M-$942.5K2026-11-05
Compound Planning, Inc.
INCREASED37,71737,675+42+0%$2.3M$2.3M+$15.4K2026-11-05
Foundation Wealth Management, Llc\pa
DECREASED37,17742,204-5,027-12%$2.6M$2.3M-$293.0K2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED36,59637,361-765-2%$2.3M$2.2M-$34.1K2026-10-06
Laurel Wealth Advisors LLC
INCREASED34,38734,339+48+0%$2.1M$2.1M+$14.6K2026-10-27
IFP Advisors, Inc
DECREASED34,29334,712-419-1%$2.1M$2.1M-$13.8K2026-10-16
Tradewinds Capital Management, LLC
INCREASED34,27834,223+55+0%$2.1M$2.1M+$15.0K2026-10-23
Wiregrass Investment Management LLC
DECREASED34,19434,528-334-1%$2.1M$2.1M-$8.7K2026-11-05
Global Assets Advisory, LLC
DECREASED34,00734,058-510%$2.1M$2.1M+$17.1K2026-10-28
RHS Financial, LLC
INCREASED34,00032,915+1,085+3%$2.0M$2.1M+$77.5K2026-10-13
Relyea Zuckerberg Hanson LLC
UNCHANGED33,51833,51800%$2.0M$2.0M+$11.4K2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED32,98233,337-355-1%$2.0M$2.0M-$10.4K2026-10-16
LEE Danner & Bass Inc
DECREASED32,83136,831-4,000-11%$2.2M$2.0M-$232.0K2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED32,29332,212+81+0%$2.0M$2.0M+$15.9K2026-10-21
Apella Capital, LLC
INCREASED32,18031,462+718+2%$1.9M$2.0M+$44.4K2026-10-08
E&G Advisors, LLC
DECREASED31,54331,673-1300%$1.9M$1.9M+$2.8K2026-10-13
Certified Advisory Corp
DECREASED31,25631,636-380-1%$1.9M$1.9M-$12.4K2026-10-29
Weitzel Financial Services, Inc.
INCREASED31,07130,901+170+1%$1.9M$1.9M+$10.6K2026-10-16
Summit Investment Advisory Services, LLC
INCREASED30,75230,425+327+1%$1.8M$1.9M+$30.3K2026-11-03
Intrua Financial, LLC
INCREASED30,00128,110+1,891+7%$1.7M$1.8M+$125.2K2026-10-28
Sanchez Gaunt Capital Management, LLC
INCREASED29,65929,450+209+1%$1.8M$1.8M+$22.8K2026-11-03
Apollon Financial, LLC
DECREASED29,58929,745-156-1%$1.8M$1.8M+$5322026-10-23
Wealth Advisors Northwest LLC
DECREASED29,40738,027-8,620-23%$2.3M$1.8M-$514.0K2026-10-29
Thayer Financial, L.L.C.
DECREASED29,10029,371-271-1%$1.8M$1.8M-$3.4K2026-10-21
Private Client Services, LLC
DECREASED29,03330,629-1,596-5%$1.9M$1.8M-$87.1K2026-10-02
Wall Capital Group, Inc.
DECREASED29,02129,230-209-1%$1.8M$1.8M-$2.9K2026-10-14
PFG Advisors
INCREASED28,53028,349+181+1%$1.7M$1.7M+$20.7K2026-10-16
Third View Private Wealth, LLC
DECREASED27,85029,400-1,550-5%$1.8M$1.7M-$84.7K2026-10-30
VestGen Advisors, LLC
DECREASED27,44127,852-411-1%$1.7M$1.7M-$15.7K2026-10-27
Altman Advisors, Inc.
DECREASED27,335158,875-131,540-83%$1.8M$1.7M-$165.3K2026-11-05
SteelPeak Wealth, LLC
DECREASED27,30828,090-782-3%$1.7M$1.7M-$38.2K2026-10-16
Capstone Wealth Management Group, LLC
DECREASED27,24230,547-3,305-11%$1.9M$1.5M-$349.7K2026-11-05
WealthPlan Investment Management, LLC
DECREASED27,20428,746-1,542-5%$1.7M$1.7M-$84.5K2026-10-15
Beacon Capital Management, LLC
INCREASED27,03715,486+11,551+75%$941.4K$1.7M+$711.4K2026-10-23
Roan Capital Partners
INCREASED26,60525,062+1,543+6%$1.5M$1.6M+$102.9K2026-10-09
Index Fund Advisors, Inc.
DECREASED25,83227,522-1,690-6%$1.7M$1.6M-$94.0K2026-11-05
Redw Wealth LLC
INCREASED25,77025,769+10%$1.6M$1.6M+$8.8K2026-11-02
Regions Financial Corp
DECREASED25,34825,464-1160%$1.5M$1.5M+$1.6K2026-11-05
Wealth Management Resources, Inc.
DECREASED25,31128,708-3,397-12%$1.7M$1.5M-$197.9K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
DECREASED25,12527,121-1,996-7%$1.6M$1.5M-$112.8K2026-10-15
CWA Asset Management Group, LLC
INCREASED25,08224,245+837+3%$1.5M$1.5M+$59.4K2026-10-19
MKT Advisors LLC
DECREASED24,87025,295-425-2%$1.6M$1.5M-$16.6K2026-10-20
Diversified Portfolios, Inc.
UNCHANGED24,83724,83700%$1.5M$1.5M+$8.4K2026-11-04
Redwood Financial Network Corp
DECREASED24,44926,569-2,120-8%$1.6M$1.5M-$120.6K2026-11-03
Dagco, Inc.
DECREASED24,30724,780-473-2%$1.5M$1.5M-$20.5K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED24,15223,559+593+3%$1.4M$1.5M+$44.3K2026-10-30
Flagship Private Wealth, LLC
DECREASED24,05626,309-2,253-9%$1.6M$1.5M-$128.8K2026-11-05
HB Wealth Management, LLC
INCREASED23,17823,009+169+1%$1.4M$1.4M+$18.1K2026-10-23
Lantern Wealth Advisors, LLC
INCREASED23,12222,928+194+1%$1.4M$1.4M+$19.6K2026-10-22
Optivise Advisory Services LLC
DECREASED22,87623,312-436-2%$1.4M$1.4M-$18.7K2026-10-19
Tempus Wealth Planning, LLC
INCREASED22,07121,611+460+2%$1.3M$1.3M+$35.5K2026-10-14
Midwest Trust Co
INCREASED21,48010,474+11,006+105%$636.7K$1.3M+$676.4K2026-10-22
Krilogy Financial LLC
INCREASED21,47721,404+73+0%$1.3M$1.3M+$44.4K2026-10-13
Towerpoint Wealth, LLC
INCREASED21,38921,375+14+0%$1.3M$1.3M+$8.1K2026-10-13
GGM Financial LLC
DECREASED20,91321,110-197-1%$1.3M$1.3M-$4.9K2026-11-05
Matauro, LLC
DECREASED20,40021,497-1,097-5%$1.3M$1.2M-$59.8K2026-11-03
Verdence Capital Advisors LLC
INCREASED19,99519,383+612+3%$1.2M$1.2M+$44.0K2026-10-26
RKL Wealth Management LLC
INCREASED19,80915,183+4,626+30%$923.0K$1.2M+$287.9K2026-10-16
Wells Financial Advisors Inc
DECREASED19,42519,442-170%$1.2M$1.2M+$5.6K2026-11-02
Idaho Trust Co
DECREASED19,16324,360-5,197-21%$1.5M$1.2M-$309.4K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED19,07916,804+2,275+14%$1.0M$1.2M+$144.7K2026-11-02
Greenleaf Trust
DECREASED18,88219,105-223-1%$1.2M$1.2M-$7.1K2026-10-29
Centerpoint Advisors, LLC
UNCHANGED18,87818,87800%$1.1M$1.2K-$1.1M2026-11-05
Signal Advisors Wealth, LLC
DECREASED18,81221,668-2,856-13%$1.3M$1.2M-$167.2K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED18,69313,690+5,003+37%$832.2K$1.1M+$310.5K2026-10-23
Spring Capital Management, LLC
UNCHANGED18,49018,49000%$1.1M$1.1M+$6.3K2026-10-09
Alliance Wealth Advisors, LLC
DECREASED18,25318,448-195-1%$1.1M$1.1M-$5.6K2026-10-28
Peck Wealth Management, LLC
DECREASED18,22518,450-225-1%$1.1M$1.1M-$7.5K2026-10-29
Financial Insights, Inc.
DECREASED18,14518,245-100-1%$1.1M$1.1M+$902026-10-27
Alliance Private Wealth, LLC
DECREASED17,99723,583-5,586-24%$1.4M$1.1M-$333.5K2026-10-20
Waldron Private Wealth LLC
DECREASED17,89617,910-140%$1.1M$1.1M+$5.2K2026-11-02
Howard Wealth Management, LLC
DECREASED17,68418,044-360-2%$1.1M$1.1M-$15.8K2026-10-28
Petersen Hastings Wealth Advisors Inc.
DECREASED17,62718,021-394-2%$1.1M$1.1M-$18.0K2026-10-27
Sherman Wealth Management LLC
INCREASED17,61416,488+1,126+7%$1.0M$1.1M+$74.5K2026-10-16
Root Financial Partners, LLC
DECREASED17,52920,169-2,640-13%$1.2M$1.1M-$154.5K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED17,47217,576-104-1%$1.1M$1.1M-$3712026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED17,24716,254+993+6%$988.1K$1.1M+$66.5K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED17,15613,552+3,604+27%$823.8K$1.0M+$224.9K2026-10-13
Liberty Atlantic Advisors LLC
INCREASED17,00413,938+3,066+22%$847.3K$1.0M+$192.2K2026-10-14
Accurate Wealth Management, LLC
INCREASED16,9879,213+7,774+84%$568.2K$1.1M+$496.0K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED16,90817,036-128-1%$1.0M$1.0M-$2.0K2026-10-13
Integrated Advisors Network LLC
DECREASED16,90618,111-1,205-7%$1.1M$1.0M-$67.6K2026-10-20
Sigma Planning Corp
DECREASED16,76617,653-887-5%$1.1M$1.0M-$49.3K2026-10-23
WJ Wealth Management, LLC
UNCHANGED16,60516,60500%$1.0M$1.0M+$5.6K2026-11-03
Costello Asset Management, Inc
DECREASED16,40216,988-586-3%$1.0M$1.0M-$30.1K2026-10-30
Wagner Wealth Management, Corp
DECREASED16,38117,767-1,386-8%$1.1M$1.0M-$78.7K2026-10-20
Choreo, LLC
INCREASED16,33113,048+3,283+25%$793.2K$998.4K+$205.2K2026-10-28
rebel Financial LLC
DECREASED16,089281,619-265,530-94%$17.1M$983.5K-$16.1M2026-11-04
Integrated Capital Management, Inc.
INCREASED15,90615,313+593+4%$930.9K$972.3K+$41.5K2026-10-09
Ironwood Financial, llc
DECREASED15,32515,345-200%$949.0K$936.8K-$12.1K2026-10-20
Greenspring Advisors, LLC
INCREASED15,26715,229+38+0%$925.8K$933.3K+$7.5K2026-11-05
Nations Financial Group Inc,
DECREASED15,17115,310-139-1%$930.7K$927.4K-$3.3K2026-11-05
Mine & Arao Wealth Creation & Management, Llc.
DECREASED14,98815,255-267-2%$927.3K$916.2K-$11.1K2026-10-29
Rossby Financial, LCC
DECREASED14,26014,301-410%$869.4K$871.7K+$2.4K2026-11-05
Lantz Financial LLC
DECREASED13,99914,000-10%$851.1K$855.8K+$4.7K2026-10-15
Baker Tilly Wealth Management, LLC
DECREASED13,90014,666-766-5%$891.5K$849.7K-$41.8K2026-10-05
RDA Financial Network
DECREASED13,73314,152-419-3%$860.3K$839.5K-$20.8K2026-10-15
Bokf, NA
UNCHANGED13,57213,57200%$825.0K$829.7K+$4.6K2026-10-27
Embree Financial Group
INCREASED13,37113,217+154+1%$803.5K$817.4K+$13.9K2026-10-22
Castleview Partners, LLC
INCREASED13,33813,267+71+1%$806.5K$815.4K+$8.9K2026-10-09
Wallington Asset Management, LLC
DECREASED13,00013,200-200-2%$802.4K$794.7K-$7.7K2026-11-04
Bill Few Associates, Inc.
INCREASED12,72212,259+463+4%$745.2K$777.7K+$32.5K2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED12,62712,577+50+0%$764.5K$771.9K+$7.4K2026-10-29
Ascentis Independent Advisors
NEW12,498—+12,498——$764.0K—2026-11-03
Rockland Trust Co
DECREASED12,42813,423-995-7%$816.0K$759.7K-$56.3K2026-10-05
Crusonia Wealth Advisors LLC
DECREASED12,35513,344-989-7%$811.2K$755.3K-$55.9K2026-10-26
4Wealth Advisors, Inc.
INCREASED12,33812,246+92+1%$744.5K$757.6K+$13.0K2026-10-13
Waterway Wealth Management, LLC
UNCHANGED12,19012,19000%$741.0K$745.2K+$4.1K2026-10-28
XY Planning Network, Inc.
INCREASED12,1538,691+3,462+40%$528.3K$742.9K+$214.6K2026-10-14
Carnegie Investment Counsel
INCREASED11,92411,206+718+6%$681.2K$728.9K+$47.7K2026-10-20
First Citizens Bank & Trust Co
INCREASED11,8343,896+7,938+204%$236.8K$723.4K+$486.6K2026-10-14
Dynamic Financial Group
INCREASED11,82010,674+1,146+11%$648.9K$722.5K+$73.7K2026-10-28
Imc-Chicago, LLC
DECREASED11,75413,600-1,846-14%$826.7K$718.5K-$108.2K2026-11-05
Mcdonald Partners LLC
UNCHANGED11,71811,71800%$712.3K$716.3K+$4.0K2026-11-03
Caldwell Trust Co
DECREASED11,68212,544-862-7%$762.6K$714.1K-$48.4K2026-10-30
626 Financial, LLC
INCREASED11,63110,260+1,371+13%$623.7K$711.0K+$87.3K2026-11-04
HF Advisory Group, LLC
INCREASED11,51411,384+130+1%$692.1K$703.8K+$11.7K2026-10-09
HBW Advisory Services LLC
DECREASED11,46913,486-2,017-15%$819.8K$701.1K-$118.7K2026-10-15
Beacon Financial Group
DECREASED11,35211,793-441-4%$716.9K$693.9K-$22.9K2026-10-19
Virtue Capital Management, LLC
INCREASED11,3275,986+5,341+89%$363.9K$692.4K+$328.5K2026-10-29
Asempa Wealth Advisors
DECREASED11,31712,719-1,402-11%$773.2K$693.1K-$80.1K2026-10-07
Triad Wealth Partners, LLC
DECREASED11,05011,957-907-8%$746.3K$675.5K-$70.9K2026-10-26
Diversified Enterprises, LLC
UNCHANGED10,93710,93700%$664.9K$668.6K+$3.7K2026-10-19
Perryman Financial Advisory Inc
INCREASED10,89510,749+146+1%$653.4K$666.0K+$12.6K2026-10-16
Pacific Excel Wealth Advisors, Inc.
INCREASED10,8664,967+5,899+119%$301.9K$664.8K+$362.9K2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED10,76310,762+1+0%$654.2K$657.9K+$3.7K2026-10-13
Rossmore Private Capital
UNCHANGED10,69310,69300%$650.0K$653.7K+$3.6K2026-10-27
Vestia Personal Wealth Advisors
DECREASED10,67311,302-629-6%$687.0K$652.5K-$34.6K2026-10-20
Jacobi Capital Management LLC
INCREASED10,67110,358+313+3%$629.7K$652.4K+$22.7K2026-11-05
Davenport & Co LLC
UNCHANGED10,60310,60300%$644.6K$648.2K+$3.6K2026-10-14
Fortune 45 LLC
INCREASED10,54710,501+46+0%$638.4K$644.7K+$6.3K2026-10-14
Evergreen Capital Management LLC
UNCHANGED10,46910,46900%$636.4K$640.0K+$3.6K2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED10,4629,707+755+8%$590.1K$639.6K+$49.5K2026-10-09
YHB Investment Advisors, Inc.
INCREASED10,45210,384+68+1%$631.2K$638.9K+$7.7K2026-10-08
Peak Wealth Management LLC
UNCHANGED10,37610,37600%$630.8K$659.4K+$28.6K2026-10-26
Wedbush Securities Inc
DECREASED10,28112,521-2,240-18%$761.0K$628-$760.4K2026-10-22
Mather Group, Llc.
DECREASED10,16010,723-563-5%$651.8K$621.1K-$30.8K2026-10-14
International Assets Investment Management, LLC
INCREASED10,0479,545+502+5%$582.3K$615.3K+$33.0K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED10,0178,828+1,189+13%$536.7K$612.3K+$75.7K2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED9,9749,97400%$606.3K$609.7K+$3.4K2026-10-26
One Way Holdings LLC
INCREASED9,8798,056+1,823+23%$489.7K$603.9K+$114.2K2026-10-29
Pathway Financial Advisors LLC
UNCHANGED9,7309,73000%$599.8K$594.8K-$5.0K2026-10-07
Arbor Wealth Advisors LLC
UNCHANGED9,6509,65000%$586.6K$589.9K+$3.3K2026-10-09
Altfest L J & Co Inc
INCREASED9,4079,376+31+0%$570.0K$575.1K+$5.1K2026-10-27
Bluesphere Advisors LLC
UNCHANGED9,2239,22300%$560.7K$563.8K+$3.1K2026-10-19
Capital Square, LLC
INCREASED9,1748,041+1,133+14%$496.4K$560.8K+$64.4K2026-10-19
Key Capital Management, Inc
DECREASED9,1659,854-689-7%$599.0K$560.3K-$38.8K2026-11-03
Signaturefd, LLC
DECREASED9,0919,548-457-5%$580.4K$555.7K-$24.7K2026-10-23
Realta Investment Advisors
DECREASED8,9959,636-641-7%$585.8K$549.9K-$35.9K2026-10-14
First Financial Bank - Trust Division
UNCHANGED8,9938,99300%$546.7K$549.7K+$3.1K2026-10-01
SAX Wealth Advisors, LLC
UNCHANGED8,8948,89400%$503.2K$543.7K+$40.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED8,8749,910-1,036-10%$602.4K$542.5K-$60.0K2026-10-07
Portland Financial Advisors Inc
UNCHANGED8,8168,81600%$535.9K$538.9K+$3.0K2026-10-26
Crescent Sterling, Ltd.
INCREASED8,7088,698+10+0%$528.8K$532.3K+$3.6K2026-10-16
Oarsman Capital, Inc.
INCREASED8,6947,740+954+12%$470.5K$531.4K+$60.9K2026-11-05
Soltis Investment Advisors LLC
INCREASED8,6558,377+278+3%$509.2K$529.1K+$19.9K2026-10-28
Inscription Capital, LLC
INCREASED8,5407,640+900+12%$464.4K$522.1K+$57.6K2026-11-02
Kestra Investment Management, LLC
DECREASED8,4728,516-44-1%$517.7K$517.9K+$2122026-11-04
Cascade Investment Advisors, Inc.
UNCHANGED8,4708,47000%$514.9K$517.8K+$2.9K2026-11-02
Trueblood Wealth Management, LLC
DECREASED8,4658,762-297-3%$532.6K$517.5K-$15.2K2026-10-23
Kraematon Investment Advisors, Inc
INCREASED8,3888,371+17+0%$508.9K$512.8K+$3.9K2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
DECREASED8,3698,564-195-2%$520.6K$511.6K-$9.0K2026-10-15
AWM Capital, LLC
DECREASED8,3338,419-86-1%$511.8K$509.4K-$2.4K2026-10-16
Narus Financial Partners, LLC
DECREASED8,2678,324-57-1%$506.0K$505.4K-$6502026-10-19
Silverlake Wealth Management LLC
DECREASED8,2308,479-249-3%$515.4K$503.1K-$12.3K2026-10-21
Clarity Capital Advisors, LLC
UNCHANGED8,0218,02100%$487.6K$490.3K+$2.7K2026-10-27
Wealth Advisory Solutions, LLC
INCREASED7,9637,940+23+0%$482.7K$486.8K+$4.1K2026-10-20
Mullaney, Keating & Wright, Inc.
INCREASED7,9617,949+12+0%$483.2K$486.7K+$3.4K2026-10-19
Darrow Company, Inc.
INCREASED7,8857,864+21+0%$478.1K$484.1K+$6.0K2026-10-22
South Shore Capital Advisors
UNCHANGED7,8357,83500%$476.3K$479.0K+$2.7K2026-10-20
MBL Wealth, LLC
DECREASED7,8319,506-1,675-18%$577.9K$478.7K-$99.2K2026-10-22
O'Keefe Stevens Advisory, Inc.
UNCHANGED7,8307,83000%$476.0K$478.6K+$2.7K2026-10-09
Sage Mountain Advisors LLC
UNCHANGED7,6607,66000%$465.7K$468.3K+$2.6K2026-11-02
Apollon Wealth Management, LLC
INCREASED7,6286,210+1,418+23%$377.5K$466.3K+$88.8K2026-10-23
Florida Trust Wealth Management Co
UNCHANGED7,6277,62700%$463.6K$466.2K+$2.6K2026-11-05
AlphaCore Capital LLC
INCREASED7,5967,565+31+0%$459.9K$464.4K+$4.5K2026-11-04
Keybank National Association
DECREASED7,5947,764-170-2%$472.0K$464.2K-$7.8K2026-11-04
Integrity Wealth Partners, LLC
NEW7,578—+7,578——$463.2K—2026-10-14
Latitude Advisors, LLC
NEW7,570—+7,570——$462.8K—2026-10-27
Thrive Capital Management, LLC
INCREASED7,5344,265+3,269+77%$259.3K$460.6K+$201.3K2026-10-28
Black Diamond Financial, LLC
UNCHANGED7,5327,53200%$457.9K$460.4K+$2.6K2026-10-26
StoneX Group Inc.
INCREASED7,4733,466+4,007+116%$210.7K$456.8K+$246.1K2026-11-03
Bernardo Wealth Planning LLC
INCREASED7,4163,676+3,740+102%$223.5K$453.3K+$229.9K2026-10-23
Financial Solutions Advisory Group, Inc.
DECREASED7,4027,532-130-2%$464.0K$466.8K+$2.9K2026-10-28
Cahaba Wealth Management, Inc.
DECREASED7,3598,349-990-12%$507.6K$449.9K-$57.7K2026-10-26
NWF Advisory Services Inc.
DECREASED7,3177,342-250%$446.3K$447.3K+$9692026-10-19
Retirement Planning Co of New England, Inc.
INCREASED7,1317,088+43+1%$430.9K$435.9K+$5.0K2026-10-15
Asset Allocation Strategies LLC
DECREASED7,1107,202-92-1%$437.8K$434.6K-$3.1K2026-10-20
McMill Wealth Management
NEW7,054—+7,054——$431.2K—2026-11-05
Somerset Trust Co
DECREASED7,0367,053-170%$428.8K$430.1K+$1.4K2026-10-13
FWG Investments, Llc.
DECREASED7,0267,302-276-4%$443.9K$429.5K-$14.4K2026-11-03
Mayfair Advisory Group, LLC
UNCHANGED7,0187,01800%$434.7K$429.0K-$5.7K2026-10-20
Iowa State Bank
DECREASED6,9907,100-110-2%$431.6K$427.3K-$4.3K2026-10-06
Blue Bell Private Wealth Management, LLC
UNCHANGED6,9386,93800%$421.8K$424.1K+$2.4K2026-10-29
Summit Wealth Group LLC / Co
DECREASED6,9167,105-189-3%$431.9K$422.8K-$9.2K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED6,9136,954-41-1%$422.8K$422.6K-$1412026-10-19
ETF Store, Inc.
INCREASED6,9026,828+74+1%$415.0K$421.9K+$6.9K2026-10-19
Warren Street Wealth Advisors, LLC
DECREASED6,8656,901-36-1%$419.5K$419.6K+$1172026-11-04
Aviso Wealth Management
DECREASED6,8197,112-293-4%$432.3K$416.9K-$15.5K2026-11-04
Cassilly Financial Group LLC
INCREASED6,7356,602+133+2%$401.3K$411.7K+$10.4K2026-10-07
Curran Financial Partners, LLC
DECREASED6,6957,874-1,179-15%$478.7K$409.3K-$69.4K2026-11-04
Ballast, Inc.
INCREASED6,6785,970+708+12%$362.9K$408.2K+$45.3K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED6,6506,728-78-1%$409.0K$406.5K-$2.5K2026-10-13
Twelve Points Wealth Management LLC
DECREASED6,6286,631-30%$403.1K$425.1K+$22.0K2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED6,5496,581-320%$400.1K$400.3K+$2832026-10-19
Aegis Wealth Management, Inc.
INCREASED6,4996,215+284+5%$377.8K$397.3K+$19.5K2026-10-26
Stiles Financial Services Inc
INCREASED6,4506,425+25+0%$390.6K$394.3K+$3.8K2026-10-30
Hengehold Capital Management LLC
DECREASED6,3277,312-985-13%$444.5K$386.7K-$57.8K2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED6,3276,476-149-2%$393.7K$386.8K-$6.9K2026-10-22
PDS Planning, Inc
NEW6,200—+6,200——$379.0K—2026-11-03
PUREfi Wealth, LLC
DECREASED6,1666,585-419-6%$400.3K$376.9K-$23.4K2026-10-19
Pinion Investment Advisors, LLC
INCREASED5,9965,860+136+2%$356.2K$366.5K+$10.3K2026-11-04
Grandview Asset Management LLC
DECREASED5,9536,069-116-2%$368.9K$363.9K-$5.0K2026-10-19
Lynx Investment Advisory
INCREASED5,9355,913+22+0%$359.4K$362.8K+$3.4K2026-10-27
Gill Capital Partners, LLC
UNCHANGED5,9185,91800%$359.8K$361.8K+$2.0K2026-10-13
Evolution Wealth Advisors, LLC
UNCHANGED5,9005,90000%$358.7K$360.7K+$2.0K2026-11-03
GoalVest Advisory LLC
UNCHANGED5,8605,86000%$356.2K$358.2K+$2.0K2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED5,8425,84200%$355.1K$357.1K+$2.0K2026-10-30
AMG National Trust Bank
DECREASED5,8346,476-642-10%$393.7K$356.6K-$37.0K2026-11-05
Mascagni Wealth Management, Inc.
INCREASED5,8035,787+16+0%$351.8K$354.7K+$2.9K2026-10-23
Essex Bank
UNCHANGED5,8005,80000%$352.6K$354.6K+$2.0K2026-10-16
Berkeley, Inc
DECREASED5,7546,104-350-6%$371.1K$351.7K-$19.3K2026-10-20
Reyes Financial Architecture, Inc.
UNCHANGED5,7435,74300%$349.1K$351.1K+$2.0K2026-10-22
Capital Investment Advisors, LLC
INCREASED5,6515,462+189+3%$332.0K$345.5K+$13.4K2026-10-22
Sharper & Granite LLC
INCREASED5,6495,399+250+5%$328.2K$319.6K-$8.6K2026-11-02
Smart Wealth LLC
INCREASED5,6364,954+682+14%$301.2K$344.5K+$43.3K2026-11-04
Linscomb Wealth, Inc.
UNCHANGED5,5485,54800%$337.3K$339.2K+$1.9K2026-11-05
Focused Wealth Management, Inc
INCREASED5,5355,514+21+0%$335.2K$338.3K+$3.1K2026-10-30
Wedmont Private Capital
NEW5,505—+5,505——$342.4K—2026-10-09
Interchange Capital Partners, LLC
UNCHANGED5,5015,50100%$334.4K$336.3K+$1.9K2026-10-28
SFG Wealth Management, Llc.
DECREASED5,3405,399-59-1%$328.2K$326.4K-$1.8K2026-10-23
Everhart Financial Group, Inc.
INCREASED5,3065,298+8+0%$322.1K$324.3K+$2.3K2026-10-08
MMA Asset Management LLC
DECREASED5,3055,643-338-6%$343.0K$324.3K-$18.7K2026-11-02
First Interstate Bank
INCREASED5,2824,469+813+18%$271.7K$322.9K+$51.2K2026-10-23
Tranquility Partners, LLC
DECREASED5,2715,365-94-2%$326.1K$322.2K-$3.9K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED5,2705,292-220%$321.7K$325.4K+$3.7K2026-10-09
Hegarty Advisors, LLC
DECREASED5,2695,382-113-2%$327.2K$322.1K-$5.1K2026-10-20
GC Wealth Management RIA, LLC
DECREASED5,1776,753-1,576-23%$410.5K$316.5K-$94.0K2026-11-02
Kaizen Financial Strategies
INCREASED5,1735,154+19+0%$314.4K$316.3K+$1.9K2026-10-09
JFS Wealth Advisors, LLC
INCREASED5,1634,875+288+6%$296.4K$315.6K+$19.3K2026-11-03
Montz Harcus Wealth Management LLC
INCREASED5,0994,885+214+4%$297.0K$311.7K+$14.7K2026-10-09
Three Arch Wealth Management LLC
UNCHANGED5,0945,09400%$309.7K$311.4K+$1.7K2026-10-20
First Community Trust NA
DECREASED5,0845,820-736-13%$353.8K$310.8K-$43.0K2026-10-07
Venture Visionary Partners LLC
DECREASED5,0565,377-321-6%$326.9K$309.1K-$17.8K2026-10-07
Cullen T Bankers, Inc.
UNCHANGED5,0265,02600%$305.5K$307.2K+$1.7K2026-10-28
Financial Advisory Partners, LLC
INCREASED5,0203,707+1,313+35%$225.3K$306.9K+$81.5K2026-10-23
Americana Partners, LLC
DECREASED4,9885,533-545-10%$336.4K$304.9K-$31.5K2026-10-28
Snider Financial Group
DECREASED4,9796,588-1,609-24%$400.5K$304.4K-$96.1K2026-10-16
Colonial River Investments, LLC
DECREASED4,9796,274-1,295-21%$381.4K$304.3K-$77.0K2026-10-19
Erickson Financial Group, LLC
UNCHANGED4,9784,97800%$302.6K$304.3K+$1.7K2026-11-05
Heritage Family Offices, LLP
UNCHANGED4,9674,96700%$301.9K$303.6K+$1.7K2026-11-02
Marion Wealth Management
INCREASED4,8934,875+18+0%$296.4K$299.1K+$2.7K2026-10-22
Inspire Trust Co, N.A.
UNCHANGED4,8834,88300%$296.8K$298.5K+$1.7K2026-11-05
Hurley Capital, LLC
UNCHANGED4,8604,86000%$295.4K$297.1K+$1.7K2026-11-05
Glenview Trust Co
UNCHANGED4,8344,83400%$293.9K$295.5K+$1.6K2026-10-28
Wise Wealth Partners
UNCHANGED4,7364,73600%$287.9K$289.5K+$1.7K2026-10-14
Annex Advisory Services, LLC
DECREASED4,7224,856-134-3%$295.2K$288.7K-$6.5K2026-10-16
Fusion Family Wealth, LLC
UNCHANGED4,7064,70600%$286.1K$286.1K$02026-11-02
KRM Wealth Management L.L.C.
INCREASED4,6404,621+19+0%$280.9K$283.7K+$2.8K2026-11-02
Advisory Solutions Group, LLC
NEW4,639—+4,639——$283.6K—2026-10-14
Chris Bulman Inc
UNCHANGED4,6214,62100%$280.9K$282.5K+$1.6K2026-10-20
Procyon Advisors, LLC
UNCHANGED4,6194,61900%$280.8K$282.4K+$1.6K2026-10-21
POM Investment Strategies, LLC
DECREASED4,5876,726-2,139-32%$408.9K$280.4K-$128.5K2026-10-20
Orange Investment Advisors, Inc.
DECREASED4,5775,162-585-11%$313.8K$279.8K-$34.0K2026-10-23
Badgley Phelps Wealth Managers, LLC
NEW4,549—+4,549——$278.1K—2026-10-22
Goldstein Advisors, LLC
UNCHANGED4,4734,47300%$271.9K$273.4K+$1.5K2026-10-15
Amicus Financial Advisors, LLC
DECREASED4,4694,596-127-3%$279.4K$273.2K-$6.2K2026-11-03
Grantvest Financial Group LLC
INCREASED4,4524,436+16+0%$269.7K$272.1K+$2.5K2026-10-21
Oasis Advisors, LLC
NEW4,400—+4,400——$269.0K—2026-10-16
Principle Wealth Partners LLC
DECREASED4,3864,434-48-1%$269.5K$268.2K-$1.4K2026-11-02
Parkside Financial Bank & Trust
DECREASED4,3844,387-30%$266.7K$268.0K+$1.3K2026-10-27
Valley National Advisers Inc
UNCHANGED4,3524,35200%$264.6K$266.0K+$1.5K2026-10-23
M Holdings Securities, Inc.
NEW4,344—+4,344——$270—2026-11-03
Legacies Wealth LLC
UNCHANGED4,3404,34000%$263.8K$265.3K+$1.5K2026-11-02
Oath Planning, LLC
INCREASED4,3374,318+19+0%$262.5K$265.1K+$2.6K2026-10-20
LexAurum Advisors, LLC
UNCHANGED4,3294,32900%$263.2K$264.6K+$1.5K2026-10-19
Phillip James Consulting Co.
UNCHANGED4,3174,31700%$262.4K$263.9K+$1.5K2026-11-03
Walleye Partners, LLC
UNCHANGED4,3004,30000%$261.4K$262.9K+$1.5K2026-10-13
Capital Management Associates, Inc
INCREASED4,2923,739+553+15%$227.3K$262.4K+$35.1K2026-10-20
Howard Capital Management Group, LLC
UNCHANGED4,2734,27300%$259.8K$261.2K+$1.5K2026-10-16
Accel Wealth Management
INCREASED4,1704,155+15+0%$252.6K$254.9K+$2.3K2026-10-13
Forza Wealth Management, LLC
UNCHANGED4,1654,16500%$253.2K$254.6K+$1.4K2026-10-20
Cape Investment Advisory, Inc.
DECREASED4,1425,120-978-19%$311.2K$253.2K-$58.0K2026-10-13
Tucker Asset Management LLC
DECREASED4,1364,836-700-14%$294.0K$252.8K-$41.1K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED4,1264,304-178-4%$261.7K$252.2K-$9.5K2026-10-13
Sterling Investment Counsel, LLC
UNCHANGED4,1074,10700%$249.7K$251.1K+$1.4K2026-10-19
Cambridge Advisors Inc.
UNCHANGED4,0704,07000%$247.4K$248.8K+$1.4K2026-10-19
Innovative Wealth Building LLC
INCREASED4,0573,767+290+8%$229.0K$248.0K+$19.1K2026-10-14
Stirlingshire Investments, Inc.
INCREASED4,0503,752+298+8%$228.1K$247.6K+$19.5K2026-11-05
Old Peak Finance LLC
DECREASED4,0305,511-1,481-27%$335.0K$246.4K-$88.6K2026-11-02
Delta Capital Management LLC
UNCHANGED4,0004,00000%$243$245+$22026-10-16
Strategic Blueprint, LLC
DECREASED3,9744,928-954-19%$299.6K$242.9K-$56.6K2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED3,9713,643+328+9%$221.5K$242.7K+$21.3K2026-10-13
Phillips Financial Management, LLC
UNCHANGED3,9623,96200%$240.9K$242.2K+$1.3K2026-10-19
Clear Harbor Asset Management, LLC
INCREASED3,9273,397+530+16%$206.5K$240.1K+$33.6K2026-11-05
Acute Investment Advisory, LLC
DECREASED3,9244,024-100-2%$244.6K$239.9K-$4.7K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED3,9203,903+17+0%$237.3K$239.6K+$2.4K2026-10-20
Asio Capital, LLC
DECREASED3,9033,909-60%$237.6K$238.6K+$9622026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED3,9033,90300%$237.3K$238.6K+$1.3K2026-10-21
Cowa, LLC
UNCHANGED3,9003,90000%$237.1K$238.4K+$1.3K2026-10-30
Financial Management Network Inc
DECREASED3,8874,076-189-5%$252.4K$239.0K-$13.4K2026-10-09
White Lighthouse Investment Management Inc.
INCREASED3,8833,876+7+0%$235.6K$237.4K+$1.7K2026-10-21
Fortitude Financial, LLC
DECREASED3,8683,876-80%$235.6K$236.5K+$8292026-10-19
Bayban
UNCHANGED3,8683,86800%$235.1K$235.1K$02026-11-05
Mustard Seed Financial, LLC
DECREASED3,8514,321-470-11%$262.7K$235.4K-$27.3K2026-10-30
Veracity Capital LLC
DECREASED3,7993,931-132-3%$239.0K$232.2K-$6.7K2026-10-08
Keenan, LLC
DECREASED3,7833,814-31-1%$231.9K$231.3K-$5982026-10-23
Summit Place Financial Advisors, LLC
INCREASED3,7753,675+100+3%$223.4K$230.8K+$7.4K2026-10-23
Hibernia Wealth Partners, LLC
INCREASED3,7373,463+274+8%$210.5K$228.5K+$17.9K2026-10-29
Tactive Advisors, LLC
UNCHANGED3,7003,70000%$224.9K$226.2K+$1.3K2026-10-08
Brown, Lisle Ings, Inc.
UNCHANGED3,6853,68500%$224.0K$225.3K+$1.3K2026-10-16
Westco Advisory Services Inc
DECREASED3,6383,765-127-3%$228.9K$222.4K-$6.5K2026-10-14
Invera Wealth Advisors, LLC
INCREASED3,6293,458+171+5%$210.2K$221.8K+$11.6K2026-10-28
Rockwood Wealth Management, LLC
DECREASED3,6145,005-1,391-28%$304.3K$220.9K-$83.3K2026-10-27
Wealthcare Capital Partners, LLC
DECREASED3,5973,610-130%$219.5K$219.9K+$4182026-10-21
Villere ST Denis J & Co LLC
UNCHANGED3,5973,59700%$218.7K$219.9K+$1.2K2026-11-04
Indivisible Partners
UNCHANGED3,5963,59600%$218.6K$219.8K+$1.2K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED3,5493,54900%$216.6K$217.5K+$8852026-10-16
Brighton Jones LLC
NEW3,542—+3,542——$216.5K—2026-11-03
AdviceOne Advisory Services, LLC
UNCHANGED3,5423,54200%$215.3K$216.5K+$1.2K2026-10-19
Advisor Resource Council
DECREASED3,5213,852-331-9%$238.2K$217.4K-$20.8K2026-11-05
AGH Wealth Advisors, LLC
INCREASED3,5103,508+2+0%$213.3K$214.6K+$1.3K2026-10-26
Emerald Advisors, LLC
DECREASED3,5033,553-50-1%$216.0K$214.1K-$1.8K2026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED3,5003,50000%$212.8K$214.0K+$1.2K2026-11-02
Allen Capital Group, LLC
DECREASED3,4643,500-36-1%$212.8K$211.8K-$1.0K2026-10-27
Aspen Wealth Management LLC
DECREASED3,4363,449-130%$209.7K$210.0K+$3502026-10-14
Archer Investment Management, LLC
NEW3,423—+3,423——$209.3K—2026-10-13
Horizon Wealth Management, LLC
INCREASED3,4113,401+10+0%$206.7K$208.5K+$1.8K2026-11-02
Sowell Financial Services LLC
NEW3,401—+3,401——$207.9K—2026-10-23
Carlson Financial, Inc.
DECREASED3,4003,714-314-8%$225.8K$207.9K-$17.9K2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED3,3953,838-443-12%$233.3K$207.5K-$25.8K2026-10-13
Allstreet Capital Advisors LLC
NEW3,384—+3,384——$206.9K—2026-11-04
Hopwood Financial Services, Inc.
UNCHANGED3,3513,35100%$203.7K$204.9K+$1.1K2026-10-29
MFA Wealth Services
INCREASED3,3353,321+14+0%$201.9K$203.9K+$2.0K2026-10-14
Blue Trust, Inc.
INCREASED3,3293,231+98+3%$196.4K$203.5K+$7.1K2026-10-15
Robertson Stephens Wealth Management, LLC
DECREASED3,3103,311-10%$201.3K$202.3K+$1.1K2026-10-16
Valeo Financial Advisors, LLC
DECREASED3,2773,341-64-2%$203.1K$200.3K-$2.8K2026-10-08
ARS Wealth Advisors Group, LLC
NEW3,276—+3,276——$200.3K—2026-10-16
Elmwood Wealth Management, Inc.
NEW3,272—+3,272——$200.0K—2026-10-14
Evermay Wealth Management LLC
UNCHANGED3,1793,17900%$193.3K$194.3K+$1.1K2026-11-05
Parallel Advisors, LLC
INCREASED3,1381,097+2,041+186%$66.7K$191.9K+$125.2K2026-11-03
SBI Securities Co., Ltd.
DECREASED3,0743,138-64-2%$190.8K$187.9K-$2.8K2026-10-22
Moisand Fitzgerald Tamayo, LLC
DECREASED3,0523,063-110%$186.2K$186.6K+$3692026-10-15
Concord Wealth Partners
UNCHANGED2,9652,96500%$180.2K$181.3K+$1.0K2026-11-02
Archer Investment Corp
INCREASED2,9102,410+500+21%$146.5K$177.9K+$31.4K2026-11-05
Creative Capital Management Investments LLC
UNCHANGED2,8122,81200%$170.9K$171.9K+$9572026-10-28
Indiana Trust & Investment Management Co
UNCHANGED2,6912,69100%$163.6K$164.5K+$9152026-10-22
Trust Co
INCREASED2,6721,641+1,031+63%$99.8K$163.3K+$63.6K2026-10-09
Retirement Wealth Solutions LLC
NEW2,642—+2,642——$161.5K—2026-10-07
Old Second National Bank of Aurora
DECREASED2,6292,835-206-7%$172.3K$160.7K-$11.6K2026-10-22
Lloyd Advisory Services, Llc.
INCREASED2,5402,475+65+3%$150.5K$155.3K+$4.8K2026-11-02
KFG LLC
NEW2,515—+2,515——$153.7K—2026-11-02
Nvwm, LLC
INCREASED2,4611,461+1,000+68%$88.8K$150.4K+$61.6K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED2,4032,40300%$146.1K$146.9K+$8172026-11-02
Buck Wealth Strategies, LLC
DECREASED2,3662,435-69-3%$148.0K$144.6K-$3.4K2026-10-28
Noble Wealth Management PBC
DECREASED2,2562,260-40%$137.4K$137.9K+$5242026-10-01
TD Private Client Wealth LLC
UNCHANGED2,1642,16400%$131.6K$132.3K+$7352026-10-28
Independence Bank of Kentucky
UNCHANGED2,1592,15900%$131.2K$132.0K+$7342026-10-26
Bradley & Co. Private Wealth Management, LLC
NEW2,069—+2,069——$126.5K—2026-10-23
Trust Co of Vermont
UNCHANGED2,0422,04200%$124.1K$124.8K+$6942026-10-21
Evolution Wealth Management Inc.
INCREASED1,9911,934+57+3%$117.6K$121.7K+$4.1K2026-10-28
Westside Investment Management, Inc.
DECREASED1,9782,214-236-11%$134.6K$120.9K-$13.7K2026-11-02
Maseco LLP
UNCHANGED1,8931,89300%$115.1K$115.7K+$6342026-10-27
Bare Financial Services, Inc
UNCHANGED1,8301,83000%$111.2K$111.9K+$6222026-11-04
Main Street Group, LTD
INCREASED1,6611,654+7+0%$100.6K$101.5K+$9632026-10-28
Plante Moran Financial Advisors, LLC
INCREASED1,6521,533+119+8%$93.2K$101.0K+$7.8K2026-11-04
Acropolis Investment Management, LLC
DECREASED1,6361,946-310-16%$118.3K$100.0K-$18.3K2026-10-08
Pacific Center for Financial Services
UNCHANGED1,5801,58000%$96.0K$96.6K+$5372026-10-15
Hickory Point Bank & Trust
UNCHANGED1,5071,50700%$91.6K$92.1K+$5122026-10-01
Thompson Investment Management, Inc.
UNCHANGED1,2521,25200%$76.1K$76.5K+$4262026-10-14
Wagner Wealth Management, LLC
INCREASED1,1991,198+1+0%$72.8K$73.3K+$4812026-10-21
Manchester Capital Management LLC
UNCHANGED1,1601,16000%$70.5K$70.9K+$3942026-10-22
First Financial Corp
UNCHANGED1,1571,15700%$70.3K$70.7K+$3932026-10-13
Asset Dedication, LLC
UNCHANGED1,1221,12200%$68.2K$68.6K+$3812026-11-03
Access Investment Management LLC
UNCHANGED1,0501,05000%$63.8K$64.2K+$3572026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED1,0211,02100%$62.1K$62.4K+$3472026-10-19
First Command Advisory Services, Inc.
INCREASED1,013781+232+30%$47.5K$61.9K+$14.4K2026-11-05
Nfsg Corp
UNCHANGED91191100%$55.4K$55.7K+$3102026-10-15
Downshift Financial, LLC
UNCHANGED89889800%$54.6K$54.9K+$3062026-10-13
Steph & Co
UNCHANGED88588500%$53.8K$54.1K+$3012026-10-07
Essential Partners LLC
UNCHANGED86986900%$52.8K$53.1K+$2952026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED84084000%$51.1K$51.4K+$2862026-10-07
TFC Financial Management, Inc.
UNCHANGED79979900%$48.6K$48.8K+$2712026-10-26
Vima LLC
UNCHANGED76976900%$46.7K$47.0K+$2612026-10-23
United Community Bank
INCREASED761128+633+495%$7.8K$46.5K+$38.7K2026-10-28
DecisionPoint Financial, LLC
UNCHANGED75075000%$45.8K$45.9K+$1802026-10-27
StrongBox Wealth, LLC
UNCHANGED74074000%$45.0K$45.2K+$2512026-11-02
Center for Financial Planning, Inc.
NEW719—+719——$44.0K—2026-10-26
North Star Investment Management Corp.
INCREASED716713+3+0%$43.4K$43.8K+$4292026-10-27
Oakworth Capital, Inc.
UNCHANGED70070000%$42.7K$42.8K+$912026-10-26
Central Trust Co
DECREASED688864-176-20%$52.5K$42.1K-$10.5K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED67167100%$40.8K$41.0K+$2282026-10-13
Align Financial, LLC
UNCHANGED66166100%$40.2K$40.4K+$2252026-10-16
Financial Consulate, Inc
UNCHANGED65165100%$39.6K$39.8K+$2212026-10-23
Clark Wealth Partners
UNCHANGED63063000%$38.3K$38.5K+$2142026-10-19
EverSource Wealth Advisors, LLC
DECREASED6193,680-3,061-83%$223.7K$37.8K-$185.9K2026-11-04
Kingdom Financial Group Llc.
NEW584—+584——$35.7K—2026-11-04
Triumph Capital Management
INCREASED583548+35+6%$33.3K$35.7K+$2.3K2026-10-14
UMB Private Wealth Management, LLC
NEW572—+572——$35.0K—2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED56956900%$34.6K$34.8K+$1932026-10-30
Cdkv Holdings LLC
UNCHANGED56056000%$34.0K$34.2K+$1902026-10-28
SYM Financial Corp
INCREASED556368+188+51%$22.4K$34.0K+$11.6K2026-10-26
Mainstream Capital Management LLC
NEW554—+554——$33.9K—2026-10-23
Silver Grove Financial Group, Inc.
INCREASED554201+353+176%$12.2K$33.8K+$21.6K2026-11-05
Ascentis Wealth Management, LLC
DECREASED540576-36-6%$35.1K$33.0K-$2.0K2026-11-03
Lodestone Wealth Management LLC
INCREASED539536+3+1%$32.6K$33.0K+$4072026-10-14
Fiduciary Advisors, Inc.
INCREASED514512+2+0%$31.1K$31.4K+$3092026-10-16
Allspring Global Investments Holdings, LLC
INCREASED510163+347+213%$10.0K$31.4K+$21.3K2026-11-04
Davis Capital Management
NEW445—+445——$27.2K—2026-10-08
Foresight Capital Management Advisors, Inc.
NEW428—+428——$26.2K—2026-10-27
Hartford Financial Management Inc.
UNCHANGED42042000%$25.5K$25.7K+$1432026-10-21
Washington Trust Advisors, Inc.
UNCHANGED40240200%$24.4K$24.6K+$1362026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED39539500%$24$24$02026-10-27
Ashton Thomas Securities, LLC
NEW376—+376——$23.0K—2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED37137100%$22.6K$22.7K+$1262026-11-04
Hanson & Doremus Investment Management
UNCHANGED35335300%$21$22+$12026-10-16
Signature Equity Partners, LLC
INCREASED346345+1+0%$21.0K$21.2K+$1682026-10-29
EPG Wealth Management LLC
INCREASED341329+12+4%$20.0K$20.8K+$8452026-11-03
Farmers & Merchants Investments Inc
UNCHANGED34034000%$20.7K$20.8K+$1152026-10-22
Abound Wealth Management
INCREASED33929+310+1069%$1.8K$20.7K+$19.0K2026-10-26
RHL Group, LLC
INCREASED328327+1+0%$19.9K$20.1K+$1062026-11-04
GK Wealth Management LLC
NEW296—+296——$18.1K—2026-10-09
Pacifica Partners Inc.
UNCHANGED29029000%$17.9K$17.8K-$1162026-10-09
Team Financial Group, LLC
NEW283—+283——$17.3K—2026-10-30
Networth Advisors, LLC
INCREASED224221+3+1%$13.4K$13.7K+$2562026-11-03
Go Invest LLC
INCREASED216207+9+4%$12.6K$13.2K+$6172026-10-09
Avion Wealth
INCREASED214213+1+0%$12$13+$12026-11-04
DT Investment Partners, LLC
UNCHANGED20020000%$12.2K$12.2K+$682026-10-27
Hughes Financial Services, LLC
UNCHANGED19819800%$12.0K$12.8K+$7612026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED18118100%$11.0K$11.1K+$622026-10-30
NBT Bank, N.A.
DECREASED1801,132-952-84%$68.8K$11.0K-$57.8K2026-10-21
City Holding Co
DECREASED180290-110-38%$17.6K$11.0K-$6.6K2026-10-19
Byrne Asset Management LLC
UNCHANGED17217200%$66.5K$65.6K-$8712026-10-06
Gamma Investing LLC
UNCHANGED15915900%$9.7K$9.7K+$542026-10-08
Quest 10 Wealth Builders, Inc.
DECREASED155163-8-5%$9.9K$9.5K-$4342026-11-02
High Point Wealth Management, LLC
NEW154—+154——$9.4K—2026-11-05
Compass Financial Management LLC
UNCHANGED15115100%$9.2K$9.2K+$522026-10-30
Blueline Advisors LLC
UNCHANGED14014000%$8.5K$8.6K+$482026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED13613600%$8.3K$8.3K+$462026-10-16
Valued Wealth Advisors LLC
INCREASED128124+4+3%$7.5K$7.8K+$2872026-11-05
Eastern Bank
UNCHANGED12012000%$7.3K$7.3K+$412026-10-05
Reap Financial Group, LLC
DECREASED1172,035-1,918-94%$123.7K$7.2K-$116.5K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED11411400%$6.9K$7.0K+$392026-10-23
Blume Capital Management, Inc.
UNCHANGED11211200%$6.8K$6.8K+$382026-10-26
Versant Capital Management, Inc
UNCHANGED878700%$5.3K$5.3K+$292026-10-02
Yankcom Partnership
NEW75—+75——$4.6K—2026-10-15
Carolina Wealth Advisors, LLC
NEW75—+75——$4.6K—2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED666600%$4$4$02026-11-04
Rosenberg Matthew Hamilton
UNCHANGED626200%$3.8K$3.8K+$212026-10-05
Monetary Solutions, Ltd
UNCHANGED505000%$3.0K$3.1K+$172026-10-22
Hager Investment Management Services, LLC
NEW42—+42——$2.6K—2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED404000%$2.4K$2.5K+$102026-11-02
IMG Wealth Management, Inc.
UNCHANGED383800%$2.3K$2.3K+$132026-10-27
Breakwater Investment Management
UNCHANGED262600%$1.6K$1.6K+$92026-10-20
WPG Advisers, LLC
DECREASED20210-190-90%$12.8K$1.2K-$11.6K2026-10-27
Montgomery Financial Services LLC
UNCHANGED202000%$1.2K$1.2K+$72026-11-03
Carota Wealth Management
NEW13—+13——$795—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$192$194+$22026-10-23
Rakuten Securities, Inc.
DECREASED15-4-80%$304$61-$2432026-11-02
Scarborough Advisors, LLC
CLOSED0390,184-390,184-100%$23.9M$0-$23.9M2026-10-16
TritonPoint Partners, LLC
CLOSED068,955-68,955-100%$4.2M$0-$4.2M2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED030,767-30,767-100%$1.9M$0-$1.9M2026-10-08
Confluence Wealth Services, Inc.
CLOSED025,169-25,169-100%$1.5M$0-$1.5M2026-11-05
Boyum Wealth Architects LLC
CLOSED024,113-24,113-100%$1.5M$0-$1.5M2026-10-06
Commonwealth Financial Services, LLC
CLOSED018,669-18,669-100%$1.1M$0-$1.1M2026-10-20
Mission Wealth Management, LP
CLOSED018,574-18,574-100%$1.1M$0-$1.1M2026-10-15
Trust Co of Toledo NA
CLOSED017,000-17,000-100%$1.0M$0-$1.0M2026-10-16
Jefferies Financial Group Inc.
CLOSED015,000-15,000-100%$911.9K$0-$911.9K2026-11-05
Sanchez Wealth Management Group
CLOSED011,505-11,505-100%$699.4K$0-$699.4K2026-11-02
Centurion Wealth Management LLC
CLOSED06,581-6,581-100%$400.1K$0-$400.1K2026-10-13
Zega Investments, LLC
CLOSED06,383-6,383-100%$388.0K$0-$388.0K2026-11-04
Fischer Financial Services, Inc.
CLOSED05,261-5,261-100%$319.8K$0-$319.8K2026-10-30
Global View Capital Management LLC
CLOSED05,090-5,090-100%$309.4K$0-$309.4K2026-10-28
Capital Advantage, Inc.
CLOSED04,968-4,968-100%$302.0K$0-$302.0K2026-10-14
Golden Reserve Retirement LLC
CLOSED04,946-4,946-100%$300.7K$0-$300.7K2026-11-02
World Equity Group, Inc.
CLOSED04,877-4,877-100%$296.6K$0-$296.6K2026-10-14
Lane Brothers & Co Inc
CLOSED04,780-4,780-100%$290.6K$0-$290.6K2026-11-02
Tctc Holdings, LLC
CLOSED04,123-4,123-100%$250.6K$0-$250.6K2026-11-02
Uptick Partners, LLC
CLOSED04,037-4,037-100%$245.4K$0-$245.4K2026-11-04
SmartHarvest Portfolios, LLC
CLOSED04,008-4,008-100%$243.6K$0-$243.6K2026-10-26
One Wealth Capital Management, LLC
CLOSED03,541-3,541-100%$215.3K$0-$215.3K2026-10-23
KPP Advisory Services LLC
CLOSED03,373-3,373-100%$205.0K$0-$205.0K2026-10-26
Cornerstone Planning Group LLC
CLOSED01,264-1,264-100%$78.1K$0-$78.1K2026-10-16
Salem Investment Counselors Inc
CLOSED0898-898-100%$54.6K$0-$54.6K2026-10-13
Brooklyn FI, LLC
CLOSED0816-816-100%$50.4K$0-$50.4K2026-11-05
Birchbrook, Inc.
CLOSED0269-269-100%$16.4K$0-$16.4K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0250-250-100%$15.2K$0-$15.2K2026-10-14
Atlatl Advisers LLC
CLOSED0231-231-100%$14.0K$0-$14.0K2026-10-22
Robinswood Financial LLC
CLOSED0107-107-100%$6.6K$0-$6.6K2026-10-20
Stone House Investment Management, LLC
CLOSED060-60-100%$3.7K$0-$3.7K2026-10-23
True Wealth Design, LLC
CLOSED07-7-100%$426$0-$4262026-10-13
Founders Capital Management
CLOSED04-4-100%$262$0-$2622026-10-13
Raleigh Capital Management Inc.
UNCHANGED000—$19$19$02026-10-28
Financial Engines Advisors L.L.C.
N/A—82,942,783-82,942,783-100%$5.0B———
LPL Financial LLC
N/A—52,010,628-52,010,628-100%$3.2B———
Goldman Sachs Group Inc
N/A—23,183,404-23,183,404-100%$1.4B———
Allworth Financial LP
N/A—18,476,358-18,476,358-100%$1.1B———
Bank of America Corp
N/A—17,485,355-17,485,355-100%$1.1B———
Morgan Stanley
N/A—9,712,590-9,712,590-100%$590.4M———
Valmark Advisers, Inc.
N/A—9,260,907-9,260,907-100%$563.0M———
Ameriprise Financial Inc
N/A—7,578,412-7,578,412-100%$460.7M———
Raymond James Financial Inc
N/A—6,984,307-6,984,307-100%$424.6M———
JPMorgan Chase & Co
N/A—6,598,736-6,598,736-100%$401.2M———
Manufacturers Life Insurance Company, the
N/A—6,312,030-6,312,030-100%$383.7M———
UBS Group AG
N/A—6,096,814-6,096,814-100%$370.6M———
Equitable Holdings, Inc.
N/A—5,262,630-5,262,630-100%$319.6M———
Advisory Alpha, LLC
N/A—4,938,446-4,938,446-100%$300.2M———
NorthRock Partners, LLC
N/A—4,889,672-4,889,672-100%$297.2M———
Royal Bank of Canada
N/A—4,880,123-4,880,123-100%$296.7M———
Envestnet Asset Management Inc
N/A—4,300,158-4,300,158-100%$261.4M———
Cetera Investment Advisers
N/A—4,186,310-4,186,310-100%$254.5M———
Dynasty Wealth Management, LLC
N/A—4,083,530-4,083,530-100%$248.2M———
Quotient Wealth Partners, LLC
N/A—3,939,693-3,939,693-100%$239.5M———
Cerity Partners LLC
N/A—3,664,076-3,664,076-100%$222.7M———
AE Wealth Management LLC
N/A—3,582,797-3,582,797-100%$217.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,495,135-3,495,135-100%$212.5M———
HighTower Advisors, LLC
N/A—3,210,846-3,210,846-100%$195.2M———
Stifel Financial Corp
N/A—3,144,532-3,144,532-100%$191.2M———
Private Advisor Group, LLC
N/A—3,052,238-3,052,238-100%$185.5M———
Horizon Investments, LLC
N/A—3,048,861-3,048,861-100%$185.3M———
Osaic Holdings, Inc.
N/A—2,959,304-2,959,304-100%$179.9M———
Octavia Wealth Advisors, LLC
N/A—2,818,236-2,818,236-100%$171.3M———
Lutz Financial Services LLC
N/A—2,496,836-2,496,836-100%$151.8M———
Benjamin Edwards Inc
N/A—2,375,737-2,375,737-100%$144.4M———
Jones Financial Companies Lllp
N/A—2,368,033-2,368,033-100%$143.5M———
Wells Fargo & Company
N/A—2,352,228-2,352,228-100%$143.0M———
Betterment LLC
N/A—2,158,735-2,158,735-100%$131.2M———
Nicolet Bankshares Inc
N/A—1,884,218-1,884,218-100%$115.8M———
Northwestern Mutual Wealth Management Co
N/A—1,870,677-1,870,677-100%$113.7M———
IHT Wealth Management, LLC
N/A—1,828,577-1,828,577-100%$111.2M———
Mariner, LLC
N/A—1,564,264-1,564,264-100%$95.1M———
MML Investors Services, LLC
N/A—1,486,410-1,486,410-100%$90.4M———
Dakota Wealth Management
N/A—1,367,223-1,367,223-100%$83.1M———
Integrated Wealth Concepts LLC
N/A—1,353,074-1,353,074-100%$82.3M———
Flputnam Investment Management Co
N/A—1,096,659-1,096,659-100%$66.7M———
FMR LLC
N/A—1,054,676-1,054,676-100%$64.1M———
Summit Financial, LLC
N/A—1,024,625-1,024,625-100%$62.3M———
Waverly Advisors, LLC
N/A—996,736-996,736-100%$60.6M———
N.E.W. Advisory Services LLC
N/A—977,108-977,108-100%$59.4M———
Prudential Financial Inc
N/A—904,959-904,959-100%$55.0M———
Janney Montgomery Scott LLC
N/A—843,541-843,541-100%$51.3M———
Balanced Wealth Group LLC
N/A—827,687-827,687-100%$50.2M———
Perennial Investment Advisors, LLC
N/A—813,155-813,155-100%$49.4M———
Great Valley Advisor Group, Inc.
N/A—668,835-668,835-100%$40.7M———
Alta Wealth Advisors LLC
N/A—656,065-656,065-100%$39.9M———
Geneos Wealth Management Inc.
N/A—591,302-591,302-100%$35.9M———
Gladstone Institutional Advisory LLC
N/A—590,728-590,728-100%$35.9M———
Northern Trust Corp
N/A—575,516-575,516-100%$35.0M———
McNamara Financial Services, Inc.
N/A—573,157-573,157-100%$34.8M———
HighPoint Advisor Group LLC
N/A—572,226-572,226-100%$34.8M———
Compton Financial Group, LLC
N/A—569,655-569,655-100%$34.6M———
NewEdge Advisors, LLC
N/A—565,797-565,797-100%$34.4M———
Kingsview Wealth Management, LLC
N/A—525,435-525,435-100%$31.9M———
Mercer Global Advisors Inc
N/A—494,457-494,457-100%$30.1M———
Savant Capital, LLC
N/A—466,816-466,816-100%$27.5M———
Wealth Advisors of Iowa, LLC
N/A—456,134-456,134-100%$27.7M———
Baird Financial Group, Inc.
N/A—446,191-446,191-100%$27.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—443,527-443,527-100%$27.0M———
Global Retirement Partners, LLC
N/A—425,501-425,501-100%$25.9M———
Strategic Financial Partners, Ltd.
N/A—413,615-413,615-100%$25.1M———
Abound Financial, LLC
N/A—400,406-400,406-100%$24.3M———
Stonebrook Private Inc.
N/A—397,043-397,043-100%$24.1M———
Western Wealth Management, LLC
N/A—388,134-388,134-100%$23.6M———
TPG Financial Advisors, LLC
N/A—387,813-387,813-100%$23.6M———
Stratos Wealth Partners, Ltd.
N/A—387,411-387,411-100%$23.6M———
CIBC Bancorp USA Inc.
N/A—385,288-385,288-100%$23.4M———
Alesco Advisors, LLC, An ESL Co
N/A—369,874-369,874-100%$22.5M———
HSBC Holdings PLC
N/A—361,666-361,666-100%$22.0M———
Navalign, LLC
N/A—349,442-349,442-100%$21.2M———
Collier Financial
N/A—330,680-330,680-100%$20.1M———
Pure Financial Advisors, LLC
N/A—325,685-325,685-100%$19.8M———
CBM Financial, LLC
N/A—323,913-323,913-100%$20.1M———
Potentia Wealth
N/A—317,152-317,152-100%$19.3M———
Francis Financial, Inc.
N/A—308,267-308,267-100%$18.7M———
Sanctuary Advisors, LLC
N/A—293,438-293,438-100%$17.8M———
Rockefeller Capital Management L.P.
N/A—291,276-291,276-100%$17.7M———
Morrissey Wealth Management, LLC
N/A—288,113-288,113-100%$17.7M———
AQR Capital Management LLC
N/A—276,375-276,375-100%$16.8M———
Focus Partners Wealth
N/A—275,286-275,286-100%$16.7M———
Stephens Inc
N/A—260,079-260,079-100%$15.8M———
Sargent Investment Group, LLC
N/A—250,608-250,608-100%$15.2M———
IFG Advisory, LLC
N/A—242,652-242,652-100%$14.8M———
Legacy Financial Group LLC
N/A—239,484-239,484-100%$14.6M———
Millington Financial Advisors, LLC
N/A—235,324-235,324-100%$14.6M———
Captrust Financial Advisors
N/A—231,892-231,892-100%$14.1M———
Alpha Capital Advisors Inc
N/A—228,850-228,850-100%$13.9M———
Synergy Investment Management, LLC
N/A—228,359-228,359-100%$13.9M———
Hills Bank & Trust Co
N/A—219,808-219,808-100%$13.4M———
Qube Research & Technologies Ltd
N/A—218,987-218,987-100%$13.3M———
Cary Street Partners Financial LLC
N/A—209,226-209,226-100%$12.7M———
Gateway Wealth Partners, LLC
N/A—199,142-199,142-100%$12.1M———
&partners
N/A—195,228-195,228-100%$11.8M———
Financial Gravity Companies, Inc.
N/A—194,516-194,516-100%$11.8M———
Walsh & Associates, LLC
N/A—184,501-184,501-100%$11.2M———
Merit Financial Group, LLC
N/A—179,401-179,401-100%$10.9M———
Measured Wealth Private Client Group, LLC
N/A—174,125-174,125-100%$10.6M———
Cresset Asset Management, LLC
N/A—173,144-173,144-100%$10.5M———
M&T Bank Corp
N/A—165,860-165,860-100%$10.1M———
Olde Wealth Management, LLC
N/A—162,652-162,652-100%$9.9M———
NewSquare Capital LLC
N/A—162,102-162,102-100%$9.9M———
Savvy Advisors, Inc.
N/A—158,589-158,589-100%$9.6M———
Retirement Management Systems Inc.
N/A—149,405-149,405-100%$9.1M———
Quent Capital, LLC
N/A—149,189-149,189-100%$9.1M———
Top Private Wealth Llc.
N/A—142,308-142,308-100%$8.7M———
Mutual Advisors, LLC
N/A—141,243-141,243-100%$8.6M———
Cannon Wealth Management Services, LLC
N/A—139,863-139,863-100%$8.5M———
EP Wealth Advisors, LLC
N/A—136,424-136,424-100%$8.3M———
Focus Partners Advisor Solutions, LLC
N/A—128,853-128,853-100%$7.8M———
Goldstone Financial Group, LLC
N/A—127,395-127,395-100%$7.7M———
Collaborative Wealth Managment Inc.
N/A—120,975-120,975-100%$7.4M———
Arbor Trust Wealth Advisors, LLC
N/A—119,427-119,427-100%$7.3M———
Renaissance Technologies LLC
N/A—115,100-115,100-100%$7.0M———
Foundations Investment Advisors, LLC
N/A—114,870-114,870-100%$7.0M———
Citadel Advisors LLC
N/A—114,681-114,681-100%$7.0M———
Tiaa Trust, National Association
N/A—114,513-114,513-100%$7.0M———
Cozad Asset Management Inc
N/A—112,720-112,720-100%$6.9M———
Wrapmanager Inc
N/A—112,110-112,110-100%$6.8M———
Flow Traders U.S. LLC
N/A—110,758-110,758-100%$6.7M———
TAGStone Capital, Inc.
N/A—109,108-109,108-100%$6.6M———
Vertex Planning Partners, LLC
N/A—107,805-107,805-100%$6.6M———
Harbour Investments, Inc.
N/A—106,397-106,397-100%$6.5M———
Sharpepoint LLC
N/A—101,939-101,939-100%$6.2M———
IAG Wealth Partners, LLC
N/A—100,915-100,915-100%$6.1M———
Nomura Asset Management Co LTD
N/A—98,285-98,285-100%$6.0M———
Modern Wealth Management, LLC
N/A—97,451-97,451-100%$5.9M———
Fortis Capital Advisors, LLC
N/A—96,454-96,454-100%$5.9M———
Belpointe Asset Management LLC
N/A—96,454-96,454-100%$5.9M———
O'shaughnessy Asset Management, LLC
N/A—96,209-96,209-100%$5.8M———
Private Advisory Group LLC
N/A—93,852-93,852-100%$5.7M———
Horizon Family Wealth, Inc.
N/A—93,820-93,820-100%$5.7M———
PNC Financial Services Group, Inc.
N/A—91,036-91,036-100%$5.5M———
Pacific Financial Group Inc
N/A—90,666-90,666-100%$5.5M———
Susquehanna International Group, LLP
N/A—87,289-87,289-100%$5.3M———
Asset Management Group, Inc.
N/A—86,723-86,723-100%$5.3M———
WealthTrak Capital Management LLC
N/A—85,523-85,523-100%$5.2M———
Quantinno Capital Management LP
N/A—84,817-84,817-100%$5.2M———
Independent Advisor Alliance
N/A—84,129-84,129-100%$5.1M———
Beacon Pointe Advisors, LLC
N/A—83,631-83,631-100%$5.1M———
Waterloo Capital, L.P.
N/A—81,430-81,430-100%$5.0M———
United Capital Financial Advisors, LLC
N/A—81,244-81,244-100%$4.9M———
Arete Wealth Advisors, LLC
N/A—81,138-81,138-100%$4.9M———
BlackRock, Inc.
N/A—80,831-80,831-100%$4.9M———
Silver OAK Securities, Incorporated
N/A—80,652-80,652-100%$4.9M———
Capital Analysts, LLC
N/A—80,207-80,207-100%$4.9M———
Cvfg LLC
N/A—79,573-79,573-100%$4.8M———
SOA Wealth Advisors, Llc.
N/A—79,103-79,103-100%$4.8M———
Curtis Wealth Management LLC
N/A—74,036-74,036-100%$4.5M———
Ameritas Advisory Services, LLC
N/A—72,527-72,527-100%$4.4M———
Cary Street Partners Investment Advisory LLC
N/A—71,999-71,999-100%$4.4M———
Partners in Financial Planning
N/A—70,630-70,630-100%$4.3M———
JDM Financial Group LLC
N/A—70,373-70,373-100%$4.3M———
Gotham Asset Management, LLC
N/A—70,092-70,092-100%$4.3M———
Advisory Services Network, LLC
N/A—69,813-69,813-100%$4.2M———
PAX Financial Group, LLC
N/A—68,791-68,791-100%$4.2M———
Yukon Wealth Management, Inc.
N/A—68,523-68,523-100%$4.2M———
Envestnet Portfolio Solutions, Inc.
N/A—65,628-65,628-100%$4.0M———
Inspire Advisors, LLC
N/A—65,014-65,014-100%$4.0M———
Wealthgarden F.S. LLC
N/A—64,871-64,871-100%$3.9M———
Freedom Investment Management, Inc.
N/A—64,161-64,161-100%$3.9M———
CreativeOne Wealth, LLC
N/A—63,093-63,093-100%$3.8M———
Penserra Capital Management LLC
N/A—62,943-62,943-100%$3.8M———
Level Four Advisory Services, LLC
N/A—62,067-62,067-100%$3.8M———
Freestone Capital Holdings, LLC
N/A—61,043-61,043-100%$3.7M———
Glen Eagle Advisors, LLC
N/A—60,911-60,911-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—60,668-60,668-100%$3.7M———
Kera Capital Partners, Inc.
N/A—59,506-59,506-100%$3.6M———
Arax Advisory Partners
N/A—58,820-58,820-100%$3.6M———
American Investment Services, Inc.
N/A—58,237-58,237-100%$3.5M———
PSI Advisors, LLC
N/A—56,763-56,763-100%$3.5M———
D. E. Shaw & Co., Inc.
N/A—56,621-56,621-100%$3.4M———
Axis Wealth Partners, LLC
N/A—56,555-56,555-100%$3.4M———
Keystone Financial Group
N/A—53,858-53,858-100%$3.3M———
Keener Financial Planning LLC
N/A—53,193-53,193-100%$3.2M———
Advyzon Investment Management, LLC
N/A—53,016-53,016-100%$3.2M———
Koss-Olinger Consulting, LLC
N/A—51,812-51,812-100%$3.1M———
Copia Wealth Management
N/A—51,681-51,681-100%$3.1M———
Twin Focus Capital Partners, LLC
N/A—51,542-51,542-100%$3.1M———
WCG Wealth Advisors LLC
N/A—51,134-51,134-100%$3.1M———
JT Stratford LLC
N/A—48,575-48,575-100%$3.0M———
Smartleaf Asset Management LLC
N/A—48,493-48,493-100%$2.9M———
ArborFi Advisors, LLC
N/A—46,987-46,987-100%$2.9M———
Vance Wealth, LLC
N/A—46,829-46,829-100%$2.8M———
Slagle Financial, LLC
N/A—46,418-46,418-100%$2.8M———
Ensign Peak Advisors, Inc
N/A—46,335-46,335-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—46,157-46,157-100%$2.8M———
Secured Retirement Advisors, LLC
N/A—45,994-45,994-100%$2.8M———
Tudor Investment Corp ET AL
N/A—45,417-45,417-100%$2.8M———
1ST Source Bank
N/A—45,228-45,228-100%$2.7M———
Arkadios Wealth Advisors
N/A—44,034-44,034-100%$2.7M———
Wealthspire Advisors, LLC
N/A—43,978-43,978-100%$2.7M———
Retirement Income Solutions, Inc
N/A—42,343-42,343-100%$2.4M———
Huntington National Bank
N/A—41,967-41,967-100%$2.6M———
Florida Financial Advisors, LLC
N/A—41,259-41,259-100%$2.5M———
Rehmann Capital Advisory Group
N/A—40,670-40,670-100%$2.5M———
One Capital Management, LLC
N/A—40,416-40,416-100%$2.3M———
Cornerstone Advisors Asset Management, LLC
N/A—40,248-40,248-100%$2.4M———
Stratos Investment Management, LLC
N/A—39,601-39,601-100%$2.4M———
Sequoia Financial Advisors, LLC
N/A—39,541-39,541-100%$2.4M———
MidFirst Bank
N/A—39,085-39,085-100%$2.4M———
Mosaic Family Wealth Partners, LLC
N/A—38,475-38,475-100%$2.3M———
Coppell Advisory Solutions LLC
N/A—37,291-37,291-100%$1.3M———
Jupiter Topco LLC
N/A—35,993-35,993-100%$2.2M———
Point72 Asset Management, L.P.
N/A—35,399-35,399-100%$2.2M———
Seaside Wealth Management, Inc.
N/A—35,297-35,297-100%$2.1M———
Clark Capital Management Group, Inc.
N/A—34,460-34,460-100%$2.1M———
Tranquilli Financial Advisor LLC
N/A—34,099-34,099-100%$2.1M———
MAI Capital Management
N/A—33,105-33,105-100%$2.0M———
OneDigital Investment Advisors LLC
N/A—32,444-32,444-100%$2.0M———
BNP Paribas Financial Markets
N/A—32,075-32,075-100%$1.9M———
Brown Advisory Inc
N/A—30,652-30,652-100%$1.9M———
Fidelis Capital Partners, LLC
N/A—30,493-30,493-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—30,178-30,178-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—30,068-30,068-100%$1.8M———
Tidal Investments LLC
N/A—29,874-29,874-100%$1.8M———
Empowered Funds, LLC
N/A—28,982-28,982-100%$1.8M———
Bridgewealth Advisory Group, LLC
N/A—28,966-28,966-100%$1.8M———
Fiduciary Trust Co
N/A—28,580-28,580-100%$1.7M———
UBS Asset Management Americas LLC
N/A—28,484-28,484-100%$1.7M———
Integrity Wealth Solutions LLC
N/A—28,362-28,362-100%$1.7M———
Natixis Advisors, LLC
N/A—28,360-28,360-100%$1.7M———
Commerce Bank
N/A—28,255-28,255-100%$1.7M———
RIK Saylor Financial, Inc.
N/A—27,876-27,876-100%$1.7M———
OneAscent Financial Services LLC
N/A—27,821-27,821-100%$1.7M———
Coastal Bridge Advisors, LLC
N/A—27,319-27,319-100%$1.7M———
Liberty Square Wealth Partners LLC
N/A—27,000-27,000-100%$1.6M———
Bluespring Wealth Management, LLC
N/A—26,663-26,663-100%$1.6M———
PFG Investments, LLC
N/A—26,408-26,408-100%$1.6M———
White Pine Capital LLC
N/A—26,046-26,046-100%$1.6M———
Redwood Investment Management, LLC
N/A—25,543-25,543-100%$1.6M———
Invesco Ltd.
N/A—25,518-25,518-100%$1.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—25,107-25,107-100%$1.5M———
Riverpoint Wealth Management Holdings, LLC
N/A—24,936-24,936-100%$1.5M———
Blair William & Co
N/A—24,359-24,359-100%$1.5M———
Tower Research Capital LLC (TRC)
N/A—24,357-24,357-100%$1.5M———
Oversea-Chinese Banking Corp Ltd
N/A—24,346-24,346-100%$1.5M———
Legacy Edge Advisors, LLC
N/A—24,267-24,267-100%$1.5M———
Ellevest, Inc.
N/A—24,025-24,025-100%$1.4M———
Tobias Financial Advisors, Inc.
N/A—23,568-23,568-100%$1.4M———
Alpha Zero LLC
N/A—23,154-23,154-100%$1.4M———
Townsquare Capital LLC
N/A—22,903-22,903-100%$1.4M———
Lifeworks Advisors, LLC
N/A—22,656-22,656-100%$1.4M———
Fourth Dimension Wealth, LLC
N/A—22,365-22,365-100%$1.4M———
Denver Wealth Management, Inc.
N/A—21,428-21,428-100%$1.3M———
Founders Financial Alliance, LLC
N/A—21,399-21,399-100%$1.3M———
Money Concepts Capital Corp
N/A—20,506-20,506-100%$1.2M———
American Money Management, LLC
N/A—20,502-20,502-100%$1.2M———
Argent Trust Co
N/A—20,336-20,336-100%$1.2M———
Moneta Group Investment Advisors LLC
N/A—19,798-19,798-100%$1.2M———
Pathstone Holdings, LLC
N/A—19,674-19,674-100%$1.2M———
Graney & King, LLC
N/A—19,618-19,618-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—19,461-19,461-100%$948.5K———
M3 Advisory Group, LLC
N/A—19,162-19,162-100%$1.2M———
Triton Financial Group Inc
N/A—19,004-19,004-100%$1.2M———
Advisors Capital Management, LLC
N/A—18,747-18,747-100%$1.1M———
Cadia Private Client LLC
N/A—18,590-18,590-100%$1.1M———
Frisch Financial Group, Inc.
N/A—18,378-18,378-100%$1.1M———
Sequent Asset Management, LLC
N/A—18,171-18,171-100%$1.1M———
SVB Wealth LLC
N/A—17,921-17,921-100%$1.1M———
Snowden Capital Advisors LLC
N/A—17,292-17,292-100%$1.1M———
Community Bank, N.A.
N/A—17,289-17,289-100%$1.1M———
Mason Investment Advisory Services, Inc.
N/A—16,658-16,658-100%$1.0M———
Lowery Thomas, LLC
N/A—16,340-16,340-100%$993.3K———
Johnson Investment Counsel Inc
N/A—16,237-16,237-100%$987.1K———
Headland Capital, LLC
N/A—16,124-16,124-100%$980.2K———
Sequent Planning LLC
N/A—15,839-15,839-100%$962.8K———
Sfmg, LLC
N/A—15,756-15,756-100%$957.8K———
Lowe Brockenbrough & Co Inc
N/A—15,598-15,598-100%$948.2K———
ForthRight Wealth Management, LLC
N/A—15,293-15,293-100%$929.7K———
Insigneo Advisory Services, LLC
N/A—15,278-15,278-100%$928.8K———
Wallace Advisory Group, LLC
N/A—14,933-14,933-100%$907.8K———
J. M. Brown & Associates Inc.
N/A—14,928-14,928-100%$907.5K———
First Trust Advisors LP
N/A—14,525-14,525-100%$883.0K———
IMA Advisory Services, Inc.
N/A—14,519-14,519-100%$882.6K———
Lansing Street Advisors
N/A—14,318-14,318-100%$870.4K———
Pennington Partners & Co., LLC
N/A—14,263-14,263-100%$867.0K———
First National Bank of Omaha
N/A—14,251-14,251-100%$866.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—14,052-14,052-100%$854.2K———
Barnes Wealth Management Group, Inc
N/A—14,038-14,038-100%$853.4K———
SageView Advisory Group, LLC
N/A—13,856-13,856-100%$842.3K———
Calton & Associates, Inc.
N/A—13,741-13,741-100%$835.3K———
SEI Investments Co
N/A—13,596-13,596-100%$826.5K———
Callan Family Office, LLC
N/A—13,567-13,567-100%$824.7K———
Bcgm Wealth Management, LLC
N/A—13,367-13,367-100%$812.6K———
GeoWealth Management, LLC
N/A—13,344-13,344-100%$811.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—13,331-13,331-100%$810.4K———
Hirtle & Co., LLC
N/A—13,286-13,286-100%$807.7K———
Impact Partnership Wealth, LLC
N/A—13,222-13,222-100%$803.8K———
Lbmc Investment Advisors, LLC
N/A—13,105-13,105-100%$796.7K———
Serenus Wealth Advisors, LLC
N/A—13,038-13,038-100%$792.6K———
KM Capital Management Ltd.
N/A—12,868-12,868-100%$782.2K———
BTC Capital Management, Inc.
N/A—12,687-12,687-100%$771.2K———
Advance Capital Management, Inc.
N/A—12,639-12,639-100%$768.4K———
NewEdge Wealth, LLC
N/A—12,585-12,585-100%$765.1K———
Frazier Financial Advisors, LLC
N/A—12,553-12,553-100%$763.1K———
Prospect Financial Services LLC
N/A—12,451-12,451-100%$756.9K———
Davis Wealth Advisors, LLC
N/A—12,248-12,248-100%$744.6K———
Kirkwood Financial Services
N/A—12,113-12,113-100%$736.4K———
Liberty Wealth Management LLC
N/A—11,934-11,934-100%$675.3K———
Edgestream Partners, L.P.
N/A—11,857-11,857-100%$720.8K———
Drive Wealth Management, LLC
N/A—11,694-11,694-100%$710.9K———
Kovack Advisors, Inc.
N/A—11,662-11,662-100%$711.4K———
Brand Asset Management Group, Inc.
N/A—11,278-11,278-100%$685.6K———
CIBC World Market Inc.
N/A—11,244-11,244-100%$683.5K———
Warner Group LLC
N/A—11,147-11,147-100%$677.6K———
PMG Wealth Management, Inc.
N/A—11,068-11,068-100%$672.8K———
Vanguard Advisers Inc
N/A—10,711-10,711-100%$651.1K———
Bank of Montreal
N/A—10,680-10,680-100%$649.3K———
Smithfield Trust Co
N/A—10,600-10,600-100%$646.0K———
Copley Financial Group, Inc.
N/A—10,513-10,513-100%$639.1K———
Centaurus Financial, Inc.
N/A—10,488-10,488-100%$638.0K———
Rothschild Wealth LLC
N/A—10,200-10,200-100%$620.1K———
Investments & Financial Planning, LLC
N/A—10,067-10,067-100%$612.0K———
Tribridge Partners Financial LLC
N/A—10,055-10,055-100%$625.9K———
Bogart Wealth, LLC
N/A—9,784-9,784-100%$594.8K———
Aptus Capital Advisors, LLC
N/A—9,679-9,679-100%$588.4K———
Composition Wealth, LLC
N/A—9,588-9,588-100%$582.8K———
Ballentine Partners, LLC
N/A—9,524-9,524-100%$579.0K———
Range Advisory, LLC
N/A—9,470-9,470-100%$575.7K———
Regal Investment Advisors LLC
N/A—9,389-9,389-100%$570.8K———
IEQ Capital, LLC
N/A—8,992-8,992-100%$546.6K———
Brio Consultants, LLC
N/A—8,856-8,856-100%$538.3K———
Moors & Cabot, Inc.
N/A—8,493-8,493-100%$516.3K———
Caprock Group, LLC
N/A—8,375-8,375-100%$509.1K———
Compass Financial Services Inc
N/A—8,300-8,300-100%$504.6K———
OakTrust Wealth Advisors, LLC
N/A—8,223-8,223-100%$499.9K———
Fortis Group Advisors, LLC
N/A—8,114-8,114-100%$493.3K———
Tilson Financial Group, Inc.
N/A—8,002-8,002-100%$486.4K———
Johnson Wealth Management, LLC
N/A—7,937-7,937-100%$482.5K———
Tidemark, LLC
N/A—7,798-7,798-100%$474.0K———
Daviman Financial, LLC
N/A—7,792-7,792-100%$473.7K———
Trustmark Bank Trust Department
N/A—7,535-7,535-100%$458.1K———
World Investment Advisors
N/A—7,373-7,373-100%$442.1K———
Colter Lewis Investment Partners LLC
N/A—7,241-7,241-100%$440.2K———
Allie Family Office LLC
N/A—7,159-7,159-100%$435.2K———
SCS Capital Management LLC
N/A—7,131-7,131-100%$433.5K———
DV Trading LLC
N/A—7,117-7,117-100%$432.6K———
Keebeck Wealth Management
N/A—7,116-7,116-100%$432.6K———
Alliancebernstein L.P.
N/A—7,094-7,094-100%$401.4K———
Syon Capital LLC
N/A—7,044-7,044-100%$428.2K———
Drucker Wealth 3.0, LLC
N/A—7,032-7,032-100%$427.5K———
SHP Wealth Management
N/A—6,957-6,957-100%$422.9K———
Gallagher Fiduciary Advisors, LLC
N/A—6,907-6,907-100%$419.9K———
Wealth Alliance, LLC
N/A—6,875-6,875-100%$417.9K———
NorthCoast Asset Management LLC
N/A—6,871-6,871-100%$417.7K———
Westbourne Investments, Inc.
N/A—6,800-6,800-100%$413.4K———
QRG Capital Management, Inc.
N/A—6,759-6,759-100%$410.9K———
Empirical Asset Management, LLC
N/A—6,735-6,735-100%$409.4K———
JMG Financial Group, Ltd.
N/A—6,661-6,661-100%$404.9K———
Cascade Financial Partners, LLC
N/A—6,591-6,591-100%$400.7K———
Russell Investments Group, Ltd.
N/A—6,550-6,550-100%$398.2K———
Essex Financial Services, Inc.
N/A—6,530-6,530-100%$397.0K———
Everest Financial Group LLC
N/A—6,519-6,519-100%$396.3K———
JMN Financial LLC
N/A—6,516-6,516-100%$396.2K———
Tiaa Wealth Investment Management LLC
N/A—6,368-6,368-100%$387.1K———
XTX Topco Ltd
N/A—6,365-6,365-100%$386.9K———
Vawter Financial, Ltd.
N/A—6,354-6,354-100%$386.3K———
Mission Creek Capital Partners, Inc.
N/A—6,273-6,273-100%$381.3K———
Lcnb Corp
N/A—6,250-6,250-100%$379.9K———
Richard W. Paul & Associates, LLC
N/A—6,228-6,228-100%$378.6K———
Ruggiero Investments, Inc.
N/A—6,193-6,193-100%$376.5K———
Richmond Brothers, Inc.
N/A—6,169-6,169-100%$375.0K———
Franklin Resources Inc
N/A—6,155-6,155-100%$374.2K———
Klcm Advisors, Inc.
N/A—6,108-6,108-100%$371.3K———
Thayer Partners, LLC / MA
N/A—6,103-6,103-100%$371.0K———
Fisher Asset Management, LLC
N/A—6,089-6,089-100%$370.2K———
Second Line Capital, LLC
N/A—6,073-6,073-100%$369.2K———
Roehl & Yi Investment Advisors, LLC
N/A—6,060-6,060-100%$368.4K———
Principal Securities, Inc.
N/A—5,975-5,975-100%$363.2K———
WNY Asset Management, LLC
N/A—5,849-5,849-100%$355.6K———
Brookwood Investment Group LLC
N/A—5,824-5,824-100%$354.0K———
Mayflower Financial Advisors, LLC
N/A—5,775-5,775-100%$351.1K———
Berger Financial Group, Inc
N/A—5,773-5,773-100%$350.9K———
Maripau Wealth Management LLC
N/A—5,728-5,728-100%$348.2K———
Dravo BAY LLC
N/A—5,646-5,646-100%$343.2K———
Thoroughbred Financial Services, LLC
N/A—5,369-5,369-100%$326.0K———
Fiduciary Group, LLC
N/A—5,366-5,366-100%$326.2K———
Byrne Financial Freedom, LLC
N/A—5,362-5,362-100%$325.9K———
Mpwm Advisory Solutions, LLC
N/A—5,079-5,079-100%$308.7K———
Hancock Whitney Corp
N/A—5,030-5,030-100%$305.8K———
Ariadne Wealth Management, LP
N/A—5,029-5,029-100%$305.7K———
One Charles Private Wealth Services, LLC
N/A—4,978-4,978-100%$302.6K———
Vestmark Advisory Solutions, Inc.
N/A—4,918-4,918-100%$299.0K———
Twin Peaks Wealth Advisors, LLC
N/A—4,887-4,887-100%$297.1K———
Neuberger Berman Group LLC
N/A—4,847-4,847-100%$294.6K———
Mountain Capital Investment Advisors Inc.
N/A—4,837-4,837-100%$294.0K———
Garden State Investment Advisory Services LLC
N/A—4,743-4,743-100%$288.3K———
Up Capital Management, Inc.
N/A—4,639-4,639-100%$282.0K———
Valued Retirements, Inc.
N/A—4,631-4,631-100%$281.5K———
Nuveen, LLC
N/A—4,547-4,547-100%$276.4K———
Arrowroot Family Office, LLC
N/A—4,544-4,544-100%$276.2K———
Pacific Point Advisors, LLC
N/A—4,541-4,541-100%$276.0K———
Intellectus Partners, LLC
N/A—4,500-4,500-100%$273.6K———
Note Advisors, LLC
N/A—4,484-4,484-100%$272.6K———
Purkiss Capital Advisors LLC
N/A—4,458-4,458-100%$271.0K———
Choate Investment Advisors
N/A—4,454-4,454-100%$270.8K———
Capital Group Private Client Services, Inc.
N/A—4,410-4,410-100%$268.1K———
Bessemer Group Inc
N/A—4,294-4,294-100%$261.0K———
Squarepoint Ops LLC
N/A—4,254-4,254-100%$258.6K———
Nwam LLC
N/A—4,142-4,142-100%$251.8K———
Vantage Point Financial LLC
N/A—4,086-4,086-100%$248.4K———
Elm Partners Management LLC
N/A—4,086-4,086-100%$248.4K———
Donaldson Capital Management, LLC
N/A—4,026-4,026-100%$244.7K———
Winch Advisory Services, LLC
N/A—3,972-3,972-100%$241.5K———
Peapack Gladstone Financial Corp
N/A—3,952-3,952-100%$240.0K———
Empower Advisory Group, LLC
N/A—3,935-3,935-100%$239.2K———
Revere Asset Management, Inc
N/A—3,907-3,907-100%$237.5K———
HBK Sorce Advisory LLC
N/A—3,896-3,896-100%$245.4K———
Glassman Wealth Services
N/A—3,833-3,833-100%$233.0K———
Crews Bank & Trust
N/A—3,816-3,816-100%$232.0K———
Stonebridge Financial Planning Group, LLC
N/A—3,652-3,652-100%$222.0K———
Falcon Wealth Planning
N/A—3,558-3,558-100%$216.3K———
Regatta Research & Money Management
N/A—3,532-3,532-100%$214.6K———
Rothschild Investment LLC
N/A—3,506-3,506-100%$213.1K———
Madison Wealth Partners, Inc
N/A—3,493-3,493-100%$212.3K———
Topsail Wealth Management, LLC
N/A—3,450-3,450-100%$209.7K———
Spartan Wealth Advisory Services LLC
N/A—3,450-3,450-100%$209.7K———
Financial Strategies Group, Inc.
N/A—3,394-3,394-100%$209.5K———
LRI Investments, LLC
N/A—3,383-3,383-100%$205.7K———
Coign Capital Advisors LLC
N/A—3,371-3,371-100%$204.9K———
Venturi Wealth Management, LLC
N/A—3,357-3,357-100%$204.0K———
Palladiem, LLC
N/A—3,357-3,357-100%$204.1K———
German American Bancorp, Inc.
N/A—3,330-3,330-100%$202.4K———
Members Trust Co
N/A—3,317-3,317-100%$201.6K———
Compass Capital Corp
N/A—3,249-3,249-100%$206.0K———
Johnson Financial Group, Inc.
N/A—3,236-3,236-100%$196.7K———
Peak Retirement Planning, Inc.
N/A—3,161-3,161-100%$192.2K———
Hantz Financial Services, Inc.
N/A—3,092-3,092-100%$188.0K———
National Bank of Canada
N/A—3,079-3,079-100%$187.2K———
PIN OAK Investment Advisors Inc
N/A—3,026-3,026-100%$184.0K———
Ancora Advisors LLCA
N/A—2,961-2,961-100%$180.0K———
Colonial Trust Co / SC
N/A—2,800-2,800-100%$169.7K———
Federation des caisses Desjardins du Quebec
N/A—2,707-2,707-100%$164.6K———
Operose Advisors LLC
N/A—2,691-2,691-100%$163.6K———
Fiduciary Financial Advisors
N/A—2,646-2,646-100%$160.7K———
Continuum Advisory, LLC
N/A—2,615-2,615-100%$158.9K———
Heritage Wealth Advisors
N/A—2,494-2,494-100%$151.6K———
BFC Planning, Inc.
N/A—2,241-2,241-100%$136.2K———
Private Wealth Asset Management, LLC
N/A—2,235-2,235-100%$135.9K———
Delta Asset Management LLC
N/A—1,881-1,881-100%$114.3K———
Crewe Advisors LLC
N/A—1,824-1,824-100%$110.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,765-1,765-100%$99.9K———
Basepoint Wealth LLC
N/A—1,684-1,684-100%$102.3K———
Dunhill Financial, LLC
N/A—1,658-1,658-100%$100.8K———
Strive Financial Group,LLC
N/A—1,648-1,648-100%$100.2K———
Coston, McIsaac & Partners
N/A—1,628-1,628-100%$98.0K———
Urban Financial Advisory Corp
N/A—1,620-1,620-100%$98.5K———
Pinney & Scofield, Inc.
N/A—1,514-1,514-100%$92.0K———
Knuff & Co LLC
N/A—1,502-1,502-100%$91.3K———
Marshall Investment Management, LLC
N/A—1,460-1,460-100%$88.7K———
Family Manage LLC
N/A—1,266-1,266-100%$77.0K———
Darwin Wealth Management, LLC
N/A—1,181-1,181-100%$71.8K———
WealthShield Partners, LLC
N/A—1,181-1,181-100%$71.8K———
Castlekeep Investment Advisors LLC
N/A—1,132-1,132-100%$68.8K———
Ballast Advisors LLC
N/A—1,059-1,059-100%$64.4K———
Longview Financial Advisors LLC
N/A—1,024-1,024-100%$62.2K———
SouthState Bank Corp
N/A—1,000-1,000-100%$60.8K———
Mcguire Capital Advisors Inc
N/A—837-837-100%$50.9K———
Clearstead Advisors, LLC
N/A—822-822-100%$50.0K———
Steigerwald, Gordon & Koch Inc.
N/A—796-796-100%$48.4K———
Tradewinds, Llc.
N/A—752-752-100%$226.6K———
Strategic Wealth Partners, Ltd.
N/A—749-749-100%$45.5K———
FWL Investment Management, LLC
N/A—735-735-100%$44.7K———
Atlantic Union Bankshares Corp
N/A—694-694-100%$42.2K———
VSM Wealth Advisory, LLC
N/A—667-667-100%$40.6K———
Atlas Capital Advisors Inc.
N/A—619-619-100%$37.6K———
Zions Bancorporation, National Association
N/A—617-617-100%$37.5K———
Park Place Capital Corp
N/A—597-597-100%$36.3K———
PlanVest Financial, Inc
N/A—553-553-100%$33.6K———
Bartlett & Co. Wealth Management LLC
N/A—544-544-100%$33.1K———
CVA Family Office, LLC
N/A—541-541-100%$32.9K———
Atlantic Private Wealth, LLC
N/A—503-503-100%$30.6K———
Meramec Financial Planners, LLC
N/A—477-477-100%$29.7K———
Leo H. Evart, Inc.
N/A—445-445-100%$27.1K———
Keating Financial Advisory Services, Inc.
N/A—432-432-100%$26.3K———
Napier Financial, LLC
N/A—383-383-100%$23.3K———
Wellington-Altus USA Inc.
N/A—346-346-100%$19.6K———
Cardiff Park Advisors, LLC
N/A—328-328-100%$19.9K———
Transamerica Financial Advisors, LLC
N/A—325-325-100%$19.8K———
Kerr Financial Planning Corp
N/A—296-296-100%$18.0K———
Dogwood Wealth Management LLC
N/A—282-282-100%$17.1K———
Providence Capital Advisors, LLC
N/A—229-229-100%$13.9K———
Whittier Trust Co of Nevada Inc
N/A—179-179-100%$11.1K———
Addison Advisors LLC
N/A—163-163-100%$9.9K———
Game Plan Financial Advisors, LLC
N/A—91-91-100%$6.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—79-79-100%$4.8K———
Institute for Wealth Management, Llc.
N/A—64-64-100%$3.9K———
CNB Bank
N/A—55-55-100%$3.3K———
Horizon Bancorp Inc
N/A—36-36-100%$2.0K———
Timbuktu Capital Management, LLC
N/A—35-35-100%$2.1K———
Logan Capital Management Inc
N/A—31-31-100%$1.9K———
Caldwell Sutter Capital, Inc.
N/A—30-30-100%$1.8K———
Sittner & Nelson, LLC
N/A—17-17-100%$1.0K———
Rialto Wealth Management, LLC
N/A—16-16-100%$973———
Kilter Group LLC
N/A—1-1-100%$85———
Showing 1264 of 1264 institutions