IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr S&P Dividend ETF (SDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Joel Isaacson & Co., LLC
INCREASED
Shares2,909,383 from 2,894,421
Change+14,962 (+1%)
Value$426.2M (-$14.3M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares907,888 from 910,494
Change-2,606 (0%)
Value$133.0M (-$5.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares845,709 from 873,659
Change-27,950 (-3%)
Value$123.9M (-$9.1M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares673,207 from 689,697
Change-16,490 (-2%)
Value$98.6M (-$6.3M)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares485,966 from 491,556
Change-5,590 (-1%)
Value$71.2M (-$3.6M)
Filed 2026-10-22
Creative Planning
DECREASED
Shares423,834 from 423,949
Change-115 (0%)
Value$62.1M (-$2.4M)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares388,655 from 378,030
Change+10,625 (+3%)
Value$56.9M (-$598.4K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares384,741 from 368,674
Change+16,067 (+4%)
Value$56.4M (+$252.2K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares280,711 from 267,979
Change+12,732 (+5%)
Value$41.1M (+$337.4K)
Filed 2026-11-02
Marino, Stram & Associates LLC
DECREASED
Shares278,682 from 279,804
Change-1,122 (0%)
Value$40.8M (-$1.8M)
Filed 2026-10-22
Wolff Financial Management LLC
INCREASED
Shares265,610 from 263,340
Change+2,270 (+1%)
Value$38.9M (-$1.2M)
Filed 2026-10-23
Linscomb Wealth, Inc.
DECREASED
Shares230,269 from 242,037
Change-11,768 (-5%)
Value$33.7M (-$3.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares225,882 from 224,206
Change+1,676 (+1%)
Value$33.7M (-$868.4K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares186,599 from 183,880
Change+2,719 (+1%)
Value$27.3M (-$649.8K)
Filed 2026-10-19
Klingman & Associates, LLC
DECREASED
Shares185,632 from 187,332
Change-1,700 (-1%)
Value$27.2M (-$1.3M)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares180,803 from 181,578
Change-775 (0%)
Value$26.5M (-$1.1M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares180,334 from 196,131
Change-15,797 (-8%)
Value$26.4K (-$29.8M)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED
Shares163,302 from 153,565
Change+9,737 (+6%)
Value$23.9M (+$551.0K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares143,579 from 145,540
Change-1,961 (-1%)
Value$21.0K (-$1.1K)
Filed 2026-10-27
Confluence Investment Management LLC
DECREASED
Shares126,841 from 132,295
Change-5,454 (-4%)
Value$18.6M (-$1.6M)
Filed 2026-10-01
TigerOak Management, L.L.C.
INCREASED
Shares125,732 from 124,183
Change+1,549 (+1%)
Value$18.4M (-$481.0K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares112,608 from 112,374
Change+234 (+0%)
Value$16.5M (-$606.3K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED
Shares109,222 from 109,968
Change-746 (-1%)
Value$16.0M (-$736.1K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares108,311 from 112,373
Change-4,062 (-4%)
Value$15.9M (-$1.2M)
Filed 2026-11-05
Bokf, NA
INCREASED
Shares107,875 from 107,452
Change+423 (+0%)
Value$15.8M (-$550.5K)
Filed 2026-10-27
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares106,454 from 105,649
Change+805 (+1%)
Value$15.6M (-$484.3K)
Filed 2026-10-29
Associated Banc-Corp
DECREASED
Shares105,822 from 107,071
Change-1,249 (-1%)
Value$15.5M (-$793.3K)
Filed 2026-10-30
Sard Wealth Management Group, LLC
INCREASED
Shares101,521 from 99,881
Change+1,640 (+2%)
Value$14.9M (-$329.1K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares97,042 from 89,726
Change+7,316 (+8%)
Value$14.2M (+$560.2K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares94,923 from 92,839
Change+2,084 (+2%)
Value$13.9M (-$223.9K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares94,732 from 93,892
Change+840 (+1%)
Value$13.9M (-$415.6K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares93,295 from 171,541
Change-78,246 (-46%)
Value$13.7M (-$12.0M)
Filed 2026-11-06
KCM Investment Advisors LLC
DECREASED
Shares92,055 from 92,479
Change-424 (0%)
Value$13.5M (-$589.1K)
Filed 2026-10-27
Fund Evaluation Group, LLC
UNCHANGED
Shares89,489 from 89,489
Change0 (0%)
Value$13.1M (-$510.1K)
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares89,444 from 91,795
Change-2,351 (-3%)
Value$13.1M (-$867.6K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares81,028 from 81,122
Change-94 (0%)
Value$11.9M (-$476.2K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares79,911 from 81,163
Change-1,252 (-2%)
Value$11.7M (-$646.0K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares79,132 from 74,031
Change+5,101 (+7%)
Value$11.6K (+$325)
Filed 2026-10-02
TD Private Client Wealth LLC
DECREASED
Shares77,873 from 78,494
Change-621 (-1%)
Value$11.4M (-$538.3K)
Filed 2026-10-28
Kitching Partners, LLC
INCREASED
Shares77,631 from 66,213
Change+11,418 (+17%)
Value$11.4M (+$1.3M)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares74,831 from 74,730
Change+101 (+0%)
Value$11.0M (-$411.2K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares74,214 from 75,667
Change-1,453 (-2%)
Value$10.9M (-$644.1K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares70,776 from 71,486
Change-710 (-1%)
Value$10.4M (-$511.5K)
Filed 2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares65,731 from 65,731
Change0 (0%)
Value$9.6M (-$374.7K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares65,085 from 64,966
Change+119 (+0%)
Value$9.5M (-$352.9K)
Filed 2026-10-26
Precedent Wealth Partners, LLC
INCREASED
Shares63,746 from 63,374
Change+372 (+1%)
Value$9.3M (-$306.7K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares60,335 from 61,316
Change-981 (-2%)
Value$8.8M (-$493.1K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares60,324 from 61,562
Change-1,238 (-2%)
Value$8.8M (-$532.3K)
Filed 2026-10-29
Balefire, LLC
DECREASED
Shares59,678 from 67,754
Change-8,076 (-12%)
Value$8.7M (-$1.6M)
Filed 2026-10-09
Koenig Investment Advisory, LLC
INCREASED
Shares57,642 from 52,379
Change+5,263 (+10%)
Value$8.4M (+$472.4K)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares57,014 from 59,788
Change-2,774 (-5%)
Value$8.4M (-$747.0K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares55,911 from 56,911
Change-1,000 (-2%)
Value$8.2M (-$470.9K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares54,423 from 54,868
Change-445 (-1%)
Value$8.0M (-$377.9K)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares53,606 from 27,803
Change+25,803 (+93%)
Value$7.9M (+$3.6M)
Filed 2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED
Shares51,742 from 51,076
Change+666 (+1%)
Value$7.6M (-$193.6K)
Filed 2026-11-02
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares48,922 from 45,107
Change+3,815 (+8%)
Value$7.2M (+$301.6K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
INCREASED
Shares48,686 from 33,022
Change+15,664 (+47%)
Value$7.9M (+$2.8M)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares47,511 from 43,369
Change+4,142 (+10%)
Value$7.0K (-$6.6M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares46,812 from 27,269
Change+19,543 (+72%)
Value$6.9M (+$2.7M)
Filed 2026-10-16
Aries Wealth Management
DECREASED
Shares46,076 from 48,515
Change-2,439 (-5%)
Value$6.7M (-$633.8K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares44,766 from 49,672
Change-4,906 (-10%)
Value$6.6M (-$1.0M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares44,329 from 41,433
Change+2,896 (+7%)
Value$6.5M (+$188.1K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares44,245 from 43,169
Change+1,076 (+2%)
Value$6.5M (-$88.5K)
Filed 2026-10-23
Shrier Wealth Management, LLC
INCREASED
Shares43,644 from 42,918
Change+726 (+2%)
Value$6.4M (-$138.3K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares42,113 from 40,539
Change+1,574 (+4%)
Value$6.2M (-$536)
Filed 2026-10-30
Climber Capital SA
INCREASED
Shares41,276 from 41,113
Change+163 (+0%)
Value$5.6M (-$489.6K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares41,078 from 41,726
Change-648 (-2%)
Value$6.1M (-$282.2K)
Filed 2026-10-09
Westside Investment Management, Inc.
INCREASED
Shares39,732 from 39,315
Change+417 (+1%)
Value$5.8M (-$162.9K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares39,387 from 44,382
Change-4,995 (-11%)
Value$5.8M (-$984.7K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares38,954 from 39,017
Change-63 (0%)
Value$5.7M (-$231.6K)
Filed 2026-10-26
TL Private Wealth
DECREASED
Shares38,892 from 38,961
Change-69 (0%)
Value$5.8M (-$214.4K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares38,436 from 41,379
Change-2,943 (-7%)
Value$5.6M (-$666.9K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares37,948 from 37,406
Change+542 (+1%)
Value$5.6M (-$133.8K)
Filed 2026-11-05
1834 Investment Advisors Co
INCREASED
Shares36,633 from 31,911
Change+4,722 (+15%)
Value$5.4M (+$509.8K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares36,126 from 36,564
Change-438 (-1%)
Value$5.3M (-$272.6K)
Filed 2026-10-26
Private Wealth Group, LLC
INCREASED
Shares35,154 from 32,919
Change+2,235 (+7%)
Value$5.1M (+$139.7K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares34,642 from 26,674
Change+7,968 (+30%)
Value$5.1M (+$1.0M)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares33,944 from 15,509
Change+18,435 (+119%)
Value$5.0M (+$2.6M)
Filed 2026-10-29
Salomon & Ludwin, LLC
DECREASED
Shares33,812 from 34,033
Change-221 (-1%)
Value$5.0M (-$254.6K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares33,046 from 31,779
Change+1,267 (+4%)
Value$4.9M (+$11.2K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
DECREASED
Shares32,991 from 44,771
Change-11,780 (-26%)
Value$4.8M (-$2.0M)
Filed 2026-10-06
Strategent Financial, LLC
DECREASED
Shares32,551 from 32,687
Change-136 (0%)
Value$4.8M (-$206.2K)
Filed 2026-10-30
Firestone Capital Management
DECREASED
Shares31,335 from 31,596
Change-261 (-1%)
Value$4.6M (-$218.4K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED
Shares30,689 from 31,040
Change-351 (-1%)
Value$4.5M (-$228.3K)
Filed 2026-10-16
Fell Capital Management
INCREASED
Shares30,218 from 29,718
Change+500 (+2%)
Value$4.4M (-$96.2K)
Filed 2026-10-09
Lewis Asset Management, LLC
INCREASED
Shares29,427 from 29,342
Change+85 (+0%)
Value$4.3M (-$154.8K)
Filed 2026-10-14
Neumann Capital Management, LLC
NEW
Shares29,403
Change+29,403
Value$4.3M
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares29,281 from 29,812
Change-531 (-2%)
Value$4.3M (-$247.7K)
Filed 2026-11-05
Johnson & White Wealth Management, LLC
DECREASED
Shares29,254 from 29,564
Change-310 (-1%)
Value$4.3M (-$213.9K)
Filed 2026-11-03
Novem Group
DECREASED
Shares28,497 from 28,773
Change-276 (-1%)
Value$4.2M (-$204.4K)
Filed 2026-10-19
LifeSteps Financial, Inc.
DECREASED
Shares28,303 from 30,887
Change-2,584 (-8%)
Value$4.1M (-$554.5K)
Filed 2026-10-15
Brighton Jones LLC
INCREASED
Shares28,213 from 27,796
Change+417 (+2%)
Value$4.1M (-$97.3K)
Filed 2026-11-03
Shum Financial Group, Inc.
INCREASED
Shares28,156 from 26,884
Change+1,272 (+5%)
Value$4.1M (+$33.1K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares27,976 from 29,145
Change-1,169 (-4%)
Value$4.1M (-$337.3K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares27,834 from 26,671
Change+1,163 (+4%)
Value$4.1M (+$18.3K)
Filed 2026-11-04
Meridian Financial Advisors, LLC
INCREASED
Shares27,475 from 26,212
Change+1,263 (+5%)
Value$4.0M (+$35.5K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares27,383 from 27,963
Change-580 (-2%)
Value$4.0M (-$244.4K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares26,845 from 26,806
Change+39 (+0%)
Value$3.9M (-$147.1K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares26,713 from 26,363
Change+350 (+1%)
Value$4.2M (+$173.5K)
Filed 2026-10-27
Charles Schwab Trust Co
DECREASED
Shares26,545 from 28,048
Change-1,503 (-5%)
Value$3.9M (-$380.0K)
Filed 2026-10-15
Mycio Wealth Partners, LLC
DECREASED
Shares26,447 from 30,635
Change-4,188 (-14%)
Value$3.9M (-$788.1K)
Filed 2026-11-04
Cove Private Wealth, LLC
INCREASED
Shares25,310 from 13,709
Change+11,601 (+85%)
Value$3.7M (+$1.6M)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
DECREASED
Shares25,303 from 25,338
Change-35 (0%)
Value$3.7M (-$149.6K)
Filed 2026-10-07
Blueprint Financial Advisors LLC
INCREASED
Shares25,292 from 25,272
Change+20 (+0%)
Value$3.7M (-$141.1K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares25,292 from 25,272
Change+20 (+0%)
Value$3.7M (-$141.1K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares25,167 from 24,723
Change+444 (+2%)
Value$3.7M (-$75.9K)
Filed 2026-10-28
Good Harbor Advisors, Inc.
INCREASED
Shares24,788 from 21,657
Change+3,131 (+14%)
Value$3.6M (+$335.2K)
Filed 2026-10-20
Independence Bank of Kentucky
UNCHANGED
Shares24,517 from 24,517
Change0 (0%)
Value$3.6M (-$139.7K)
Filed 2026-10-26
FDx Advisors, Inc.
DECREASED
Shares24,457 from 24,505
Change-48 (0%)
Value$3.6K (-$3.7M)
Filed 2026-11-05
Treasure Coast Financial Planning
INCREASED
Shares24,280 from 24,235
Change+45 (+0%)
Value$3.6M (-$131.5K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares24,149 from 24,734
Change-585 (-2%)
Value$3.5M (-$226.6K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares23,853 from 23,658
Change+195 (+1%)
Value$3.5M (-$106.6K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares23,677 from 24,602
Change-925 (-4%)
Value$3.5M (-$275.7K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares23,190 from 23,175
Change+15 (+0%)
Value$3.4M (-$129.9K)
Filed 2026-10-22
Black Diamond Financial, LLC
DECREASED
Shares22,908 from 25,615
Change-2,707 (-11%)
Value$3.4M (-$542.5K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares22,686 from 22,685
Change+1 (0%)
Value$3.3M (-$129.0K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
DECREASED
Shares22,585 from 23,451
Change-866 (-4%)
Value$3.3M (-$260.5K)
Filed 2026-10-09
Central Trust Co
DECREASED
Shares22,538 from 23,427
Change-889 (-4%)
Value$3.3M (-$263.8K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares22,439 from 22,570
Change-131 (-1%)
Value$3.3M (-$147.9K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares22,317 from 30,771
Change-8,454 (-27%)
Value$3.6M (-$1.1M)
Filed 2026-11-04
Legacy Advisors, LLC
UNCHANGED
Shares22,134 from 22,134
Change0 (0%)
Value$3.2M (-$126.2K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED
Shares22,103 from 22,103
Change0 (0%)
Value$3.2M (-$126.0K)
Filed 2026-10-13
Welch & Forbes LLC
UNCHANGED
Shares22,079 from 22,079
Change0 (0%)
Value$3.2M (-$125.9K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares21,076 from 20,917
Change+159 (+1%)
Value$3.1M (-$95.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares21,036 from 21,294
Change-258 (-1%)
Value$3.1M (-$160.1K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares20,518 from 20,861
Change-343 (-2%)
Value$3.0M (-$169.1K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares20,517 from 20,517
Change0 (0%)
Value$3.0M (-$116.9K)
Filed 2026-10-27
Narwhal Capital Management
DECREASED
Shares20,490 from 20,615
Change-125 (-1%)
Value$3.0M (-$135.8K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares20,383 from 20,582
Change-199 (-1%)
Value$3.0M (-$146.4K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares20,200 from 20,214
Change-14 (0%)
Value$3.0M (-$117.2K)
Filed 2026-10-28
Hardworking Capital Advisors, LLC
INCREASED
Shares19,809 from 10,928
Change+8,881 (+81%)
Value$2.9M (+$1.2M)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares19,758 from 19,275
Change+483 (+3%)
Value$2.9M (-$39.1K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares18,998 from 18,974
Change+24 (+0%)
Value$2.8M (-$172.0K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares18,875 from 18,875
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-26
Sugar Maple Asset Management, LLC
UNCHANGED
Shares18,606 from 18,606
Change0 (0%)
Value$2.7M (-$106.1K)
Filed 2026-10-13
Capstone Wealth Management Group, LLC
INCREASED
Shares18,556 from 10,505
Change+8,051 (+77%)
Value$2.6M (+$1.0M)
Filed 2026-11-05
Stablepoint Partners, LLC
DECREASED
Shares18,200 from 20,633
Change-2,433 (-12%)
Value$2.7M (-$473.9K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED
Shares18,112 from 16,876
Change+1,236 (+7%)
Value$2.7M (+$84.9K)
Filed 2026-10-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,903 from 17,099
Change+804 (+5%)
Value$2.6M (+$20.3K)
Filed 2026-10-08
Montag A & Associates Inc
DECREASED
Shares17,643 from 18,777
Change-1,134 (-6%)
Value$2.6M (-$273.1K)
Filed 2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED
Shares17,365 from 17,365
Change0 (0%)
Value$2.5M (-$136.8K)
Filed 2026-10-13
Southern Michigan Bank & Trust
DECREASED
Shares16,386 from 16,921
Change-535 (-3%)
Value$2.4M (-$174.8K)
Filed 2026-10-19
Occidental Asset Management, LLC
UNCHANGED
Shares16,227 from 16,227
Change0 (0%)
Value$2.4M (-$92.5K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares16,086
Change+16,086
Value$2.4M
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares15,921 from 15,734
Change+187 (+1%)
Value$2.3M (-$62.3K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares15,557 from 6,397
Change+9,160 (+143%)
Value$2.3M (+$1.3M)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares15,415 from 15,220
Change+195 (+1%)
Value$2.3M (-$46.9K)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares15,300 from 15,900
Change-600 (-4%)
Value$2.2M (-$178.5K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
DECREASED
Shares15,227 from 15,253
Change-26 (0%)
Value$2.2M (-$127.1K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares15,106 from 15,105
Change+1 (+0%)
Value$2.2M (-$86.1K)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares15,059 from 15,025
Change+34 (+0%)
Value$2.2M (-$80.6K)
Filed 2026-10-14
PDS Planning, Inc
DECREASED
Shares14,979 from 15,003
Change-24 (0%)
Value$2.2M (-$89.0K)
Filed 2026-11-03
Eagle Strategies LLC
DECREASED
Shares14,861 from 15,024
Change-163 (-1%)
Value$2.2M (-$109.4K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
INCREASED
Shares14,806 from 14,285
Change+521 (+4%)
Value$2.2M (-$5.2K)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares14,259 from 14,299
Change-40 (0%)
Value$2.1M (-$87.4K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares14,164 from 12,014
Change+2,150 (+18%)
Value$2.1M (+$246.4K)
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares14,100 from 14,100
Change0 (0%)
Value$2.1M (-$80.4K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares14,070 from 12,850
Change+1,220 (+9%)
Value$2.1M (+$105.5K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares14,004 from 14,009
Change-5 (0%)
Value$2.1M (-$80.6K)
Filed 2026-10-30
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares13,480 from 13,480
Change0 (0%)
Value$2.0M (-$76.8K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares13,254 from 13,253
Change+1 (+0%)
Value$1.9M (-$75.5K)
Filed 2026-10-23
Ascent Group, LLC
UNCHANGED
Shares13,109 from 13,109
Change0 (0%)
Value$1.9M (-$74.7K)
Filed 2026-10-30
Cooksen Wealth, LLC
INCREASED
Shares13,010 from 12,760
Change+250 (+2%)
Value$1.9M (-$2.9K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares12,980 from 12,778
Change+202 (+2%)
Value$1.9M (-$43.3K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares12,874 from 12,016
Change+858 (+7%)
Value$1.9M (+$100.0K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares12,797 from 11,581
Change+1,216 (+11%)
Value$1.9M (+$112.1K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares12,439 from 16,966
Change-4,527 (-27%)
Value$1.8M (-$759.7K)
Filed 2026-10-21
Pines Wealth Management, LLC
DECREASED
Shares12,131 from 12,335
Change-204 (-2%)
Value$1.8M (-$100.2K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares12,036 from 12,067
Change-31 (0%)
Value$1.8M (-$73.2K)
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares12,034 from 12,364
Change-330 (-3%)
Value$1.8M (-$118.8K)
Filed 2026-10-14
GreatBanc Trust Co
UNCHANGED
Shares11,978 from 11,978
Change0 (0%)
Value$1.8M (-$68.3K)
Filed 2026-11-04
Rebalance, LLC
INCREASED
Shares11,964 from 11,770
Change+194 (+2%)
Value$1.8M (-$38.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares11,867 from 12,447
Change-580 (-5%)
Value$1.7M (-$155.9K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares11,756 from 10,529
Change+1,227 (+12%)
Value$1.7M (+$119.8K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares11,698 from 12,608
Change-910 (-7%)
Value$1.7K (-$1.9M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares11,402 from 11,372
Change+30 (+0%)
Value$1.7M (-$60.3K)
Filed 2026-11-04
Fifth Third Securities, Inc.
INCREASED
Shares11,398 from 8,331
Change+3,067 (+37%)
Value$1.7M (+$401.9K)
Filed 2026-10-21
Forbes Financial Planning, Inc.
DECREASED
Shares11,319 from 11,692
Change-373 (-3%)
Value$1.7M (-$121.3K)
Filed 2026-10-23
Mlp3, LLC
INCREASED
Shares11,149 from 11,148
Change+1 (+0%)
Value$1.6M (-$63.4K)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares10,991 from 11,429
Change-438 (-4%)
Value$1.6M (-$129.3K)
Filed 2026-10-13
Waldron Private Wealth LLC
INCREASED
Shares10,917 from 10,842
Change+75 (+1%)
Value$1.6M (-$50.8K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares10,916 from 10,736
Change+180 (+2%)
Value$1.6M (-$34.8K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED
Shares10,761 from 8,026
Change+2,735 (+34%)
Value$1.6M (+$354.9K)
Filed 2026-11-02
Tufton Capital Management
UNCHANGED
Shares10,716 from 10,716
Change0 (0%)
Value$1.6K (-$1.6M)
Filed 2026-10-20
Councilor Wealth, LLC
INCREASED
Shares10,672 from 10,663
Change+9 (+0%)
Value$1.6M (-$59.5K)
Filed 2026-10-09
Aspect Partners, LLC
DECREASED
Shares10,444 from 10,997
Change-553 (-5%)
Value$1.5M (-$143.7K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares10,428 from 10,586
Change-158 (-1%)
Value$1.5M (-$83.6K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares10,412 from 10,656
Change-244 (-2%)
Value$1.5M (-$96.5K)
Filed 2026-10-07
Newman Dignan & Sheerar, Inc.
DECREASED
Shares10,297 from 11,095
Change-798 (-7%)
Value$1.5M (-$180.1K)
Filed 2026-10-21
Trust Co of Vermont
DECREASED
Shares10,198 from 10,449
Change-251 (-2%)
Value$1.5M (-$96.3K)
Filed 2026-10-21
McNaughton Wealth Management, LLC
INCREASED
Shares10,043 from 10,042
Change+1 (+0%)
Value$1.5M (-$57.1K)
Filed 2026-10-09
BAR Harbor Wealth Management
DECREASED
Shares9,964 from 10,045
Change-81 (-1%)
Value$1.5M (-$69.1K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares9,955 from 9,833
Change+122 (+1%)
Value$1.5M (-$38.1K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED
Shares9,919 from 9,686
Change+233 (+2%)
Value$1.5M (-$21.0K)
Filed 2026-10-13
Winebrenner Capital Management LLC
INCREASED
Shares9,853 from 9,710
Change+143 (+1%)
Value$1.4M (-$34.4K)
Filed 2026-10-07
Golden State Wealth Management, LLC
INCREASED
Shares9,804 from 9,424
Change+380 (+4%)
Value$1.4M (+$1.9K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares9,749 from 10,391
Change-642 (-6%)
Value$1.4M (-$153.2K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
DECREASED
Shares9,642 from 10,789
Change-1,147 (-11%)
Value$1.4M (-$229.6K)
Filed 2026-11-03
Parcion Private Wealth LLC
DECREASED
Shares9,526 from 9,660
Change-134 (-1%)
Value$1.4M (-$74.7K)
Filed 2026-10-28
Performa Ltd (US), LLC
UNCHANGED
Shares9,455 from 9,455
Change0 (0%)
Value$1.4M (-$53.9K)
Filed 2026-11-05
Churchill Financial Advisors, LLC
DECREASED
Shares9,441 from 9,523
Change-82 (-1%)
Value$1.4M (-$66.3K)
Filed 2026-10-20
Palisade Asset Management, LLC
UNCHANGED
Shares9,178 from 9,178
Change0 (0%)
Value$1.3M (-$52.3K)
Filed 2026-11-03
Hourglass Capital, LLC
DECREASED
Shares9,165 from 9,455
Change-290 (-3%)
Value$1.3M (-$96.4K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares9,158 from 9,536
Change-378 (-4%)
Value$1.3M (-$111.5K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares9,155 from 9,528
Change-373 (-4%)
Value$1.3M (-$108.9K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares9,148 from 9,157
Change-9 (0%)
Value$1.5M (+$12.1K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares9,030 from 5,914
Change+3,116 (+53%)
Value$1.3M (+$422.7K)
Filed 2026-10-29
MPS Loria Financial Planners, LLC
INCREASED
Shares9,017 from 8,981
Change+36 (+0%)
Value$1.3M (-$45.8K)
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares8,985 from 8,985
Change0 (0%)
Value$1.3M (-$51.2K)
Filed 2026-11-02
Verdence Capital Advisors LLC
DECREASED
Shares8,883 from 10,493
Change-1,610 (-15%)
Value$1.3M (-$295.6K)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares8,803 from 9,196
Change-393 (-4%)
Value$1.3M (-$110.0K)
Filed 2026-10-21
High Net Worth Advisory Group LLC
INCREASED
Shares8,791 from 8,784
Change+7 (+0%)
Value$1.3M (-$49.0K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares8,761 from 6,252
Change+2,509 (+40%)
Value$1.3M (+$331.9K)
Filed 2026-11-05
Destiny Capital Corp
DECREASED
Shares8,675 from 9,168
Change-493 (-5%)
Value$1.3M (-$124.4K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares8,648 from 8,657
Change-9 (0%)
Value$1.3M (-$50.7K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares8,364 from 6,875
Change+1,489 (+22%)
Value$1.2M (+$179.1K)
Filed 2026-11-03
NBH Bank
INCREASED
Shares8,306 from 8,246
Change+60 (+1%)
Value$1.2M (-$38.2K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,268 from 7,644
Change+624 (+8%)
Value$1.2M (+$43.4K)
Filed 2026-10-13
Howard Wealth Management, LLC
DECREASED
Shares8,241 from 8,347
Change-106 (-1%)
Value$1.2M (-$63.1K)
Filed 2026-10-28
Freedom Financial Partners LLC
DECREASED
Shares8,141 from 8,461
Change-320 (-4%)
Value$1.2M (-$95.2K)
Filed 2026-10-19
Jeppson Wealth Management, LLC
DECREASED
Shares8,115 from 8,475
Change-360 (-4%)
Value$1.2M (-$101.0K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares8,013 from 9,184
Change-1,171 (-13%)
Value$1.2M (-$223.8K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares8,011 from 8,065
Change-54 (-1%)
Value$1.2M (-$53.9K)
Filed 2026-10-28
Blue Fin Capital, Inc.
DECREASED
Shares7,915 from 8,199
Change-284 (-3%)
Value$1.2M (-$88.3K)
Filed 2026-10-28
Richwood Investment Advisors, LLC
DECREASED
Shares7,868 from 8,048
Change-180 (-2%)
Value$1.2M (-$72.2K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
UNCHANGED
Shares7,840 from 7,840
Change0 (0%)
Value$1.1M (-$44.7K)
Filed 2026-10-15
Financial Management Network Inc
INCREASED
Shares7,756 from 7,449
Change+307 (+4%)
Value$1.1M (-$8.6K)
Filed 2026-10-09
Pinnacle Associates LTD
DECREASED
Shares7,732 from 7,813
Change-81 (-1%)
Value$1.1M (-$56.4K)
Filed 2026-10-20
American State Bank (Iowa)
UNCHANGED
Shares7,690 from 7,690
Change0 (0%)
Value$1.1M (-$43.8K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares7,601
Change+7,601
Value$1.1M
Filed 2026-10-19
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares7,449 from 7,403
Change+46 (+1%)
Value$1.1M (-$35.5K)
Filed 2026-10-19
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares7,299 from 7,299
Change0 (0%)
Value$1.1M (-$41.6K)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares7,298 from 7,726
Change-428 (-6%)
Value$1.1M (-$106.7K)
Filed 2026-10-16
Flagstar Securities, Inc
INCREASED
Shares7,277 from 7,081
Change+196 (+3%)
Value$1.1M (-$11.6K)
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares7,196 from 7,189
Change+7 (+0%)
Value$1.1M (-$39.9K)
Filed 2026-10-22
Calamos Wealth Management LLC
DECREASED
Shares7,119 from 7,575
Change-456 (-6%)
Value$1.0M (-$110.0K)
Filed 2026-11-02
Reality Financial Planning Services, LLC
DECREASED
Shares7,008 from 7,310
Change-302 (-4%)
Value$1.0M (-$86.0K)
Filed 2026-11-03
Agate Pass Investment Management, LLC
DECREASED
Shares7,003 from 7,293
Change-290 (-4%)
Value$1.0M (-$84.1K)
Filed 2026-10-20
Forza Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.0M (-$39.9K)
Filed 2026-10-20
Compass Ion Advisors, LLC
DECREASED
Shares6,907 from 7,035
Change-128 (-2%)
Value$1.0M (-$58.9K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares6,882 from 6,831
Change+51 (+1%)
Value$1.0M (-$31.5K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares6,747 from 6,736
Change+11 (+0%)
Value$988.4K (-$36.7K)
Filed 2026-10-16
RMR Wealth Builders
DECREASED
Shares6,735 from 6,871
Change-136 (-2%)
Value$986.5K (-$59.2K)
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED
Shares6,715 from 6,850
Change-135 (-2%)
Value$983.6K (-$58.8K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares6,693 from 6,592
Change+101 (+2%)
Value$980.4K (-$22.7K)
Filed 2026-10-27
Norden Group LLC
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$977.8K (-$38.0K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares6,672 from 6,373
Change+299 (+5%)
Value$977.3K (+$7.4K)
Filed 2026-10-14
Madrid Wealth Management, LLC
UNCHANGED
Shares6,663 from 6,663
Change0 (0%)
Value$976.0K (-$38.0K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares6,614 from 6,799
Change-185 (-3%)
Value$968.7K (-$66.0K)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares6,570 from 6,970
Change-400 (-6%)
Value$962.4K (-$98.3K)
Filed 2026-11-05
Greenhouse Wealth Management, LLC
INCREASED
Shares6,546 from 6,528
Change+18 (+0%)
Value$963.3K (-$32.3K)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares6,500 from 7,050
Change-550 (-8%)
Value$952.1K (-$120.7K)
Filed 2026-10-21
Kentucky Trust Co
DECREASED
Shares6,458 from 6,500
Change-42 (-1%)
Value$946.0K (-$43.2K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,303 from 6,747
Change-444 (-7%)
Value$923.3K (-$103.4K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares6,218 from 5,984
Change+234 (+4%)
Value$912 (-$826.2K)
Filed 2026-11-04
HMV Wealth Advisors, LLC
UNCHANGED
Shares6,194 from 6,194
Change0 (0%)
Value$907.3K (-$35.3K)
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares6,188 from 8,748
Change-2,560 (-29%)
Value$906.4K (-$424.9K)
Filed 2026-10-01
GEN Financial Management, Inc.
INCREASED
Shares6,169 from 6,163
Change+6 (+0%)
Value$903.6K (-$34.3K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
DECREASED
Shares6,121 from 6,150
Change-29 (0%)
Value$896.5K (-$39.5K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares6,117 from 6,455
Change-338 (-5%)
Value$896.0K (-$86.2K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares5,978 from 5,978
Change0 (0%)
Value$875.6K (-$34.0K)
Filed 2026-11-03
Altus Wealth Group LLC
INCREASED
Shares5,955 from 5,901
Change+54 (+1%)
Value$872.2K (-$25.8K)
Filed 2026-10-20
Investment Management Trust, LLC
DECREASED
Shares5,932 from 6,061
Change-129 (-2%)
Value$868.8K (-$53.5K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares5,919 from 6,752
Change-833 (-12%)
Value$867.1K (-$160.5K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares5,860 from 6,206
Change-346 (-6%)
Value$858.5K (-$86.0K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,840 from 5,810
Change+30 (+1%)
Value$855.4K (-$28.7K)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares5,738 from 5,975
Change-237 (-4%)
Value$840.5K (-$68.8K)
Filed 2026-10-28
Peoples Bank
DECREASED
Shares5,588 from 5,677
Change-89 (-2%)
Value$818.5K (-$45.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,497 from 5,480
Change+17 (+0%)
Value$805.2K (-$28.7K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED
Shares5,451 from 5,388
Change+63 (+1%)
Value$798.5K (-$21.5K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares5,418 from 5,558
Change-140 (-3%)
Value$793.6K (-$52.2K)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares5,340 from 5,330
Change+10 (+0%)
Value$782.2K (-$28.9K)
Filed 2026-10-08
Krilogy Financial LLC
INCREASED
Shares5,298 from 3,217
Change+2,081 (+65%)
Value$796.7K (+$307.2K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares5,271 from 5,290
Change-19 (0%)
Value$772.1K (-$32.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares5,231 from 4,537
Change+694 (+15%)
Value$771.6K (+$77.3K)
Filed 2026-11-02
Atticus Wealth Management, LLC
UNCHANGED
Shares5,185 from 5,185
Change0 (0%)
Value$759.5K (-$29.6K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares5,173 from 4,650
Change+523 (+11%)
Value$757.7K (+$50.0K)
Filed 2026-10-19
Noesis Capital Mangement Corp
INCREASED
Shares5,157 from 5,093
Change+64 (+1%)
Value$755.4K (-$19.7K)
Filed 2026-10-26
Old National Bancorp
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$755.3K (-$29.4K)
Filed 2026-10-20
Saxon Interests, Inc.
DECREASED
Shares5,138 from 5,383
Change-245 (-5%)
Value$752.6K (-$66.6K)
Filed 2026-10-26
MKT Advisors LLC
DECREASED
Shares5,122 from 5,156
Change-34 (-1%)
Value$765.1K (-$37.3K)
Filed 2026-10-20
North Star Investment Management Corp.
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$741.6K (-$28.9K)
Filed 2026-10-27
Taylor Financial Group, Inc.
UNCHANGED
Shares5,033 from 5,033
Change0 (0%)
Value$737.2K (-$28.7K)
Filed 2026-11-02
Decision Investments, Inc
DECREASED
Shares4,967 from 5,047
Change-80 (-2%)
Value$727.6K (-$40.5K)
Filed 2026-10-07
Cambridge Advisors Inc.
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$727.4K (-$28.3K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
INCREASED
Shares4,948 from 4,706
Change+242 (+5%)
Value$724.8K (+$8.7K)
Filed 2026-11-02
Rossmore Private Capital
INCREASED
Shares4,925 from 4,745
Change+180 (+4%)
Value$721.4K (-$680)
Filed 2026-10-27
Bernardo Wealth Planning LLC
INCREASED
Shares4,916 from 2,358
Change+2,558 (+108%)
Value$720.1K (+$361.2K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares4,899 from 4,932
Change-33 (-1%)
Value$717.6K (-$32.9K)
Filed 2026-10-16
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$715.8K (-$27.2K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares4,801 from 4,666
Change+135 (+3%)
Value$703.4K (-$6.8K)
Filed 2026-10-15
Hengehold Capital Management LLC
DECREASED
Shares4,705 from 4,777
Change-72 (-2%)
Value$689.2K (-$37.8K)
Filed 2026-10-16
Burns J W & Co Inc
INCREASED
Shares4,699 from 4,698
Change+1 (+0%)
Value$688.3K (-$26.7K)
Filed 2026-10-20
Accredited Investors Inc.
DECREASED
Shares4,698 from 4,900
Change-202 (-4%)
Value$688.2K (-$57.5K)
Filed 2026-11-03
AGF Management LTD
DECREASED
Shares4,683 from 5,168
Change-485 (-9%)
Value$686.0K (-$100.5K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares4,683 from 4,683
Change0 (0%)
Value$685.9K (-$26.7K)
Filed 2026-10-05
Assetmark, Inc
INCREASED
Shares4,668 from 3,738
Change+930 (+25%)
Value$683.8K (+$115.0K)
Filed 2026-10-21
Triangle Securities Wealth Management
DECREASED
Shares4,661 from 4,690
Change-29 (-1%)
Value$682.8K (-$30.9K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares4,650 from 4,725
Change-75 (-2%)
Value$681.1K (-$37.9K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$679.2K (-$26.4K)
Filed 2026-10-27
Sageworth Trust Co
UNCHANGED
Shares4,637 from 4,637
Change0 (0%)
Value$679.2K (-$26.4K)
Filed 2026-10-30
Sentinel Pension Advisors, LLC
INCREASED
Shares4,608 from 4,597
Change+11 (+0%)
Value$674.9K (-$36.8K)
Filed 2026-11-02
Cambridge Capital Management, LLC
DECREASED
Shares4,606 from 5,067
Change-461 (-9%)
Value$674.7K (-$96.3K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares4,590 from 4,640
Change-50 (-1%)
Value$672 (-$705.3K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares4,555 from 5,722
Change-1,167 (-20%)
Value$667 (-$870.3K)
Filed 2026-10-22
71 West Capital Partners
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$664.4K (-$25.9K)
Filed 2026-11-04
Everhart Financial Group, Inc.
INCREASED
Shares4,535 from 4,533
Change+2 (+0%)
Value$664.3K (-$25.5K)
Filed 2026-10-08
Strategic Blueprint, LLC
DECREASED
Shares4,513 from 4,543
Change-30 (-1%)
Value$661.1K (-$30.2K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
INCREASED
Shares4,494 from 4,490
Change+4 (+0%)
Value$658.4K (-$25.0K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED
Shares4,482 from 4,482
Change0 (0%)
Value$656.5K (-$25.5K)
Filed 2026-10-16
SRH Advisors, LLC
UNCHANGED
Shares4,460 from 4,460
Change0 (0%)
Value$653.3K (-$25.4K)
Filed 2026-10-22
Parsons Capital Management Inc
DECREASED
Shares4,440 from 4,590
Change-150 (-3%)
Value$650.4K (-$48.1K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares4,427 from 3,988
Change+439 (+11%)
Value$648.5K (+$41.5K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares4,414 from 4,432
Change-18 (0%)
Value$646.5K (-$27.9K)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
DECREASED
Shares4,398 from 4,399
Change-1 (0%)
Value$644.2K (-$25.2K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares4,382 from 4,382
Change0 (0%)
Value$641.9K (-$25.0K)
Filed 2026-10-28
Flaharty Asset Management, LLC
DECREASED
Shares4,350 from 16,573
Change-12,223 (-74%)
Value$641.9K (-$1.9M)
Filed 2026-11-02
Semitam Bonam LLC
DECREASED
Shares4,330 from 6,090
Change-1,760 (-29%)
Value$634.2K (-$292.6K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
INCREASED
Shares4,314 from 4,301
Change+13 (+0%)
Value$631.9K (-$22.6K)
Filed 2026-11-03
Kwmg, LLC
DECREASED
Shares4,248 from 4,284
Change-36 (-1%)
Value$622.2K (-$29.7K)
Filed 2026-10-07
Certified Advisory Corp
DECREASED
Shares4,243 from 4,279
Change-36 (-1%)
Value$621.6K (-$29.6K)
Filed 2026-10-29
Phillips Financial Management, LLC
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$618.1K (-$24.1K)
Filed 2026-10-19
Sutton Place Investors LLC
UNCHANGED
Shares4,217 from 4,217
Change0 (0%)
Value$617.7K (-$24.0K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares4,186 from 4,213
Change-27 (-1%)
Value$613.1K (-$28.0K)
Filed 2026-10-29
Sacks & Associates, LLC
UNCHANGED
Shares4,129 from 4,129
Change0 (0%)
Value$604.8K (-$35.2K)
Filed 2026-10-09
Bond & Devick Financial Network, Inc.
DECREASED
Shares4,128 from 4,207
Change-79 (-2%)
Value$604.7K (-$35.6K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares4,111 from 4,105
Change+6 (+0%)
Value$602.2K (-$22.4K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares4,044 from 4,019
Change+25 (+1%)
Value$592.4K (-$19.3K)
Filed 2026-10-23
Martin Capital Partners, LLC
INCREASED
Shares4,043 from 3,937
Change+106 (+3%)
Value$592.2K (-$6.9K)
Filed 2026-10-07
Serenity Investment Advisors
DECREASED
Shares4,041 from 5,738
Change-1,697 (-30%)
Value$591.9K (-$315.1K)
Filed 2026-10-30
Kaydan Wealth Management, Inc.
DECREASED
Shares4,031 from 4,904
Change-873 (-18%)
Value$590.5K (-$155.8K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares4,029 from 4,029
Change0 (0%)
Value$590.2K (-$23.0K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$588.0K (-$22.9K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares4,010 from 4,238
Change-228 (-5%)
Value$587.3K (-$57.6K)
Filed 2026-10-28
Horst & Graben Wealth Management LLC
DECREASED
Shares4,001 from 4,024
Change-23 (-1%)
Value$586.1K (-$29.6K)
Filed 2026-11-02
Ashford Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$585.9K (-$22.8K)
Filed 2026-11-02
Berkeley, Inc
DECREASED
Shares3,986 from 4,436
Change-450 (-10%)
Value$583.8K (-$91.3K)
Filed 2026-10-20
Westco Advisory Services Inc
INCREASED
Shares3,965 from 3,957
Change+8 (+0%)
Value$580.8K (-$21.4K)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares3,953 from 3,953
Change0 (0%)
Value$579.0K (-$22.5K)
Filed 2026-10-09
MCF Advisors LLC
INCREASED
Shares3,881 from 3,880
Change+1 (+0%)
Value$568.5K (-$22.0K)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares3,837 from 4,009
Change-172 (-4%)
Value$562.1K (-$48.1K)
Filed 2026-10-21
Childress Capital Advisors, LLC
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$558.2K (-$21.7K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares3,804 from 3,788
Change+16 (+0%)
Value$557.2K (-$19.3K)
Filed 2026-10-08
Missouri Trust & Investment Co
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$556.6K (-$32.4K)
Filed 2026-11-04
Matrix Asset Advisors Inc
INCREASED
Shares3,787 from 3,785
Change+2 (+0%)
Value$554.8K (-$21.2K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares3,784 from 6,017
Change-2,233 (-37%)
Value$554.3K (-$361.4K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
DECREASED
Shares3,766 from 3,786
Change-20 (-1%)
Value$551.6K (-$24.5K)
Filed 2026-10-22
TruNorth Capital Management, LLC
UNCHANGED
Shares3,759 from 3,759
Change0 (0%)
Value$550.6K (-$21.4K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares3,724 from 3,834
Change-110 (-3%)
Value$545.5K (-$38.0K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares3,722 from 3,721
Change+1 (+0%)
Value$545.1K (-$21.2K)
Filed 2026-10-21
West Paces Advisors Inc.
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$542.3K (-$21.1K)
Filed 2026-10-13
Baugh & Associates, LLC
INCREASED
Shares3,689 from 1,900
Change+1,789 (+94%)
Value$230.1K (-$59.1K)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$540.0K (-$21.0K)
Filed 2026-11-02
Ticino Wealth
DECREASED
Shares3,661 from 3,986
Change-325 (-8%)
Value$536.3K (-$70.3K)
Filed 2026-10-13
Dara Capital US, Inc.
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$536.1K (-$20.9K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares3,653 from 3,396
Change+257 (+8%)
Value$537.7K (+$9.2K)
Filed 2026-10-08
New Hampshire Trust
DECREASED
Shares3,643 from 3,793
Change-150 (-4%)
Value$533.6K (-$43.6K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares3,617 from 3,671
Change-54 (-1%)
Value$529.8K (-$28.9K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares3,608 from 3,762
Change-154 (-4%)
Value$528.4K (-$44.0K)
Filed 2026-10-28
Fulton Bank, N.A.
UNCHANGED
Shares3,589 from 3,589
Change0 (0%)
Value$525.7K (-$20.5K)
Filed 2026-10-14
Wealthcare Capital Partners, LLC
DECREASED
Shares3,583 from 3,604
Change-21 (-1%)
Value$524.8K (-$23.7K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares3,565 from 4,979
Change-1,414 (-28%)
Value$556.5K (-$229.3K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$521.5K (-$20.3K)
Filed 2026-10-01
DDD Partners, LLC
DECREASED
Shares3,533 from 3,916
Change-383 (-10%)
Value$517.5K (-$78.4K)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares3,498 from 2,389
Change+1,109 (+46%)
Value$512.4K (+$148.8K)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
DECREASED
Shares3,491 from 5,901
Change-2,410 (-41%)
Value$511.3K (-$386.7K)
Filed 2026-10-14
Garner Asset Management Corp
UNCHANGED
Shares3,491 from 3,491
Change0 (0%)
Value$553.4K (+$22.1K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
DECREASED
Shares3,478 from 3,498
Change-20 (-1%)
Value$510.7K (-$23.0K)
Filed 2026-11-03
Emprise Bank
UNCHANGED
Shares3,474 from 3,474
Change0 (0%)
Value$508.9K (-$19.8K)
Filed 2026-10-07
Rodgers & Associates, LTD
DECREASED
Shares3,450 from 3,700
Change-250 (-7%)
Value$505.4K (-$57.7K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,447 from 3,621
Change-174 (-5%)
Value$504.9K (-$46.0K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares3,411 from 3,395
Change+16 (+0%)
Value$499.6K (-$17.0K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares3,387 from 3,376
Change+11 (+0%)
Value$541.7K (+$28.0K)
Filed 2026-10-30
Genesis Private Wealth, LLC
DECREASED
Shares3,356 from 3,540
Change-184 (-5%)
Value$491.7K (-$47.1K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,353 from 3,352
Change+1 (+0%)
Value$491.1K (-$19.0K)
Filed 2026-10-16
Global Financial Private Client, LLC
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$489.8K (-$19.1K)
Filed 2026-10-15
Sound Income Strategies, LLC
INCREASED
Shares3,325 from 3,113
Change+212 (+7%)
Value$496.6K (+$22.8K)
Filed 2026-10-09
Selective Wealth Management, Inc.
DECREASED
Shares3,324 from 3,369
Change-45 (-1%)
Value$511.8K (-$9.7K)
Filed 2026-10-16
First National Trust Co
INCREASED
Shares3,314 from 3,297
Change+17 (+1%)
Value$485.4K (-$16.3K)
Filed 2026-10-28
SkyOak Wealth, LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$484.6K (-$18.9K)
Filed 2026-10-28
Sawgrass Asset Management LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$481.3K (-$18.7K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED
Shares3,259 from 3,259
Change0 (0%)
Value$477.4K (-$18.6K)
Filed 2026-11-02
Values Added Financial LLC
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$476.4K (-$18.5K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED
Shares3,235 from 2,995
Change+240 (+8%)
Value$473.9K (+$18.1K)
Filed 2026-11-04
Private Management Group Inc
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$469.2K (-$18.3K)
Filed 2026-11-04
Gallacher Capital Management LLC
NEW
Shares3,201
Change+3,201
Value$468.9K
Filed 2026-10-30
Creekside Partners
DECREASED
Shares3,192 from 3,313
Change-121 (-4%)
Value$467.5K (-$36.6K)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares3,183 from 1,517
Change+1,666 (+110%)
Value$466.3K (+$235.4K)
Filed 2026-10-14
Baldwin Wealth Partners LLC
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$465.8K (-$18.1K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares3,176 from 765
Change+2,411 (+315%)
Value$465.2K (+$348.8K)
Filed 2026-10-13
Nixon Peabody Trust Co
NEW
Shares3,163
Change+3,163
Value$463.3K
Filed 2026-10-23
Lakewood Asset Management LLC
UNCHANGED
Shares3,156 from 3,156
Change0 (0%)
Value$462.3K (-$18.0K)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$462.1K (-$18.0K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
INCREASED
Shares3,123 from 3,114
Change+9 (+0%)
Value$457.5K (-$16.4K)
Filed 2026-10-29
Midwest Financial Group LLC
INCREASED
Shares3,119 from 3,100
Change+19 (+1%)
Value$456.8K (-$14.9K)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares3,097 from 9,888
Change-6,791 (-69%)
Value$453.6K (-$1.1M)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$450.1K (-$17.5K)
Filed 2026-10-27
Fiduciary Family Office, LLC
UNCHANGED
Shares3,061 from 3,061
Change0 (0%)
Value$448.4K (-$17.4K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$445.6K (-$17.3K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
DECREASED
Shares3,039 from 3,049
Change-10 (0%)
Value$445.2K (-$18.8K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$444.9K (-$17.3K)
Filed 2026-10-23
Goldstein Advisors, LLC
UNCHANGED
Shares3,034 from 3,034
Change0 (0%)
Value$444.4K (-$17.3K)
Filed 2026-10-15
Archer Investment Corp
DECREASED
Shares3,029 from 3,031
Change-2 (0%)
Value$443.7K (-$17.5K)
Filed 2026-11-05
Beacon Bank & Trust
DECREASED
Shares3,027 from 3,736
Change-709 (-19%)
Value$443.4K (-$125.2K)
Filed 2026-10-27
LMG Wealth Partners, LLC
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$442.1K (-$17.2K)
Filed 2026-11-05
Welch Group, LLC
NEW
Shares3,009
Change+3,009
Value$440.8K
Filed 2026-10-29
Cullen T Bankers, Inc.
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$438.9K (-$17.1K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares2,967 from 2,967
Change0 (0%)
Value$434.5K (-$16.9K)
Filed 2026-10-27
Principal Financial Group Inc
INCREASED
Shares2,954 from 2,936
Change+18 (+1%)
Value$432.7K (-$14.1K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,925 from 3,195
Change-270 (-8%)
Value$428.5K (-$57.8K)
Filed 2026-11-04
Albion Financial Group
INCREASED
Shares2,916 from 2,708
Change+208 (+8%)
Value$427.1K (+$15.0K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$426.3K (-$16.6K)
Filed 2026-10-05
Acropolis Investment Management, LLC
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$422.6K (-$16.4K)
Filed 2026-10-08
Clear Trail Advisors, LLC
INCREASED
Shares2,865 from 2,859
Change+6 (+0%)
Value$419.6K (-$15.5K)
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares2,859
Change+2,859
Value$418.8K
Filed 2026-10-07
Hardin Capital Partners, LLC
INCREASED
Shares2,848 from 2,846
Change+2 (+0%)
Value$417.2K (-$17.3K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,834 from 2,825
Change+9 (+0%)
Value$415.1K (-$14.9K)
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares2,833 from 3,847
Change-1,014 (-26%)
Value$415.0K (-$170.5K)
Filed 2026-11-03
Obermeyer Wealth Partners
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$414.5K (-$16.1K)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,825 from 2,814
Change+11 (+0%)
Value$413.8K (-$14.4K)
Filed 2026-10-20
My Personal CFO, LLC
NEW
Shares2,800
Change+2,800
Value$410.1K
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$412.3K (-$20.1K)
Filed 2026-11-04
Lynx Investment Advisory
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$407.2K (-$15.8K)
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares2,757 from 2,757
Change0 (0%)
Value$403.8K (-$15.7K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares2,748 from 2,984
Change-236 (-8%)
Value$402.5K (-$51.6K)
Filed 2026-10-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,743 from 2,743
Change0 (0%)
Value$401.8K (-$15.6K)
Filed 2026-10-13
Revisor Wealth Management LLC
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$424.8K (+$7.9K)
Filed 2026-10-20
Realta Investment Advisors
DECREASED
Shares2,735 from 3,442
Change-707 (-21%)
Value$400.6K (-$123.2K)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$399.0K (-$15.5K)
Filed 2026-10-19
Salem Investment Counselors Inc
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$398.4K (-$15.5K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares2,718 from 2,767
Change-49 (-2%)
Value$398.1K (-$34.5K)
Filed 2026-10-30
Provident Wealth Management, LLC
INCREASED
Shares2,710 from 2,699
Change+11 (+0%)
Value$396.9K (-$13.9K)
Filed 2026-10-20
Berkshire Money Management, Inc.
NEW
Shares2,701
Change+2,701
Value$395.6K
Filed 2026-10-21
S.E.E.D. Planning Group LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$393.6K (-$15.3K)
Filed 2026-10-07
Pictet North America Advisors SA
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$392.9K (-$15.3K)
Filed 2026-10-21
Approach Retirement Advisors, LLC
INCREASED
Shares2,681 from 2,680
Change+1 (+0%)
Value$392.7K (-$15.2K)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares2,664 from 2,635
Change+29 (+1%)
Value$390.2K (-$10.8K)
Filed 2026-10-22
NTV Asset Management LLC
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$389.5K (-$15.2K)
Filed 2026-10-23
Delta Capital Management LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$388 (-$15)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares2,641 from 2,660
Change-19 (-1%)
Value$386.9K (-$17.9K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$386.7K (-$15.0K)
Filed 2026-10-15
Clarity Wealth Advisors, LLC
DECREASED
Shares2,630 from 2,976
Change-346 (-12%)
Value$385.3K (-$67.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares2,614 from 3,109
Change-495 (-16%)
Value$397.4K (-$75.7K)
Filed 2026-10-15
Aire Advisors, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$380.8K (-$14.8K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
UNCHANGED
Shares2,591 from 2,591
Change0 (0%)
Value$379.6K (-$14.8K)
Filed 2026-11-03
KPP Advisory Services LLC
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$378.5K (-$14.7K)
Filed 2026-10-26
BXM Wealth LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$376.5K (-$14.6K)
Filed 2026-11-03
Syntax Research, Inc.
INCREASED
Shares2,538 from 500
Change+2,038 (+408%)
Value$371.8K (+$295.7K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares2,537
Change+2,537
Value$408
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares2,530 from 2,580
Change-50 (-2%)
Value$371 (-$392.6K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares2,515 from 2,692
Change-177 (-7%)
Value$368.3K (-$41.3K)
Filed 2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED
Shares2,512 from 2,529
Change-17 (-1%)
Value$368.0K (-$17.0K)
Filed 2026-10-30
Cross Staff Investments Inc
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$365.6K (-$14.2K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
INCREASED
Shares2,485 from 2,482
Change+3 (+0%)
Value$364.1K (-$13.6K)
Filed 2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$362.4K (-$14.1K)
Filed 2026-10-15
Hoffman, Alan N Investment Management
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$362.0K (-$14.1K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares2,461 from 2,635
Change-174 (-7%)
Value$360.5K (-$40.5K)
Filed 2026-10-30
Shepherd Street Advisors LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$366.6K (-$8.5K)
Filed 2026-10-21
Harfst & Associates, Inc.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$358.9K (-$14.0K)
Filed 2026-10-20
Friday Financial
INCREASED
Shares2,447 from 1,902
Change+545 (+29%)
Value$360.9K (+$64.9K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,438 from 2,346
Change+92 (+4%)
Value$357.1K (+$68)
Filed 2026-10-16
AlphaStar Capital Management, LLC
DECREASED
Shares2,434 from 2,448
Change-14 (-1%)
Value$356.5K (-$16.0K)
Filed 2026-10-16
Oak Asset Management, LLC
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$355.2K (-$13.8K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares2,424 from 2,428
Change-4 (0%)
Value$355.1K (-$14.4K)
Filed 2026-10-23
LJI Wealth Management, LLC
DECREASED
Shares2,419 from 3,500
Change-1,081 (-31%)
Value$354.3K (-$178.3K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares2,419 from 2,703
Change-284 (-11%)
Value$354.4K (-$57.0K)
Filed 2026-10-21
KOM Wealth Management Group, LLC
INCREASED
Shares2,403 from 2,217
Change+186 (+8%)
Value$351.9K (+$14.6K)
Filed 2026-10-15
Tctc Holdings, LLC
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$351.4K (-$13.7K)
Filed 2026-11-02
Veltria Advisors Corp.
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$350.2K (-$13.6K)
Filed 2026-11-05
Redwood Park Advisors LLC
INCREASED
Shares2,384 from 2,382
Change+2 (+0%)
Value$349.1K (-$13.3K)
Filed 2026-11-02
Kanawha Capital Management LLC
DECREASED
Shares2,375 from 2,450
Change-75 (-3%)
Value$347.8K (-$24.9K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
DECREASED
Shares2,352 from 2,536
Change-184 (-7%)
Value$344.5K (-$41.4K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares2,339 from 2,239
Change+100 (+4%)
Value$342.7K (+$1.9K)
Filed 2026-10-08
City Holding Co
DECREASED
Shares2,336 from 2,536
Change-200 (-8%)
Value$342.2K (-$43.8K)
Filed 2026-10-19
West Bancorporation Inc
UNCHANGED
Shares2,336 from 2,336
Change0 (0%)
Value$342.2K (-$13.3K)
Filed 2026-10-29
Titleist Asset Management, LLC
UNCHANGED
Shares2,332 from 2,332
Change0 (0%)
Value$341.6K (-$13.3K)
Filed 2026-10-08
CGN Advisors LLC
INCREASED
Shares2,327 from 2,323
Change+4 (+0%)
Value$340.8K (-$12.7K)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
INCREASED
Shares2,325 from 2,311
Change+14 (+1%)
Value$340.5K (-$11.2K)
Filed 2026-10-09
United Advisor Group, LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$340.5K (-$13.2K)
Filed 2026-11-03
Greenspring Advisors, LLC
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$338.4K (-$13.2K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,307 from 2,310
Change-3 (0%)
Value$337.9K (-$13.6K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
NEW
Shares2,298
Change+2,298
Value$336.6K
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares2,298 from 2,294
Change+4 (+0%)
Value$340.9K (-$8.2K)
Filed 2026-10-21
Mainstream Capital Management LLC
DECREASED
Shares2,286 from 2,371
Change-85 (-4%)
Value$334.9K (-$26.0K)
Filed 2026-10-23
Romano Brothers and Company
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$334.7K (-$13.0K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares2,274 from 2,274
Change0 (0%)
Value$333.1K (-$13.0K)
Filed 2026-11-05
Davidson Trust Co
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$331.2K (-$12.9K)
Filed 2026-10-09
Andrews Advisory Associates, LLC
DECREASED
Shares2,259 from 2,980
Change-721 (-24%)
Value$330.9K (-$122.5K)
Filed 2026-10-15
Eagle Global Advisors LLC
INCREASED
Shares2,256 from 1,891
Change+365 (+19%)
Value$330.5K (+$42.7K)
Filed 2026-11-02
Hoge Financial Services, LLC
DECREASED
Shares2,254 from 2,428
Change-174 (-7%)
Value$330.2K (-$39.3K)
Filed 2026-11-05
PW Nova Financial Services LLC
DECREASED
Shares2,248 from 3,073
Change-825 (-27%)
Value$329.3K (-$138.3K)
Filed 2026-10-15
Benchmark Financial Wealth Advisors, LLC
NEW
Shares2,225
Change+2,225
Value$325.9K
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares2,203 from 2,274
Change-71 (-3%)
Value$322.7K (-$23.5K)
Filed 2026-10-26
Narus Financial Partners, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$322.3K (-$12.5K)
Filed 2026-10-19
Entrust Financial LLC
INCREASED
Shares2,185 from 2,184
Change+1 (+0%)
Value$320.1K (-$12.3K)
Filed 2026-11-04
Chemung Canal Trust Co
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$319.9K (-$12.4K)
Filed 2026-11-04
Financially Speaking Inc
DECREASED
Shares2,169 from 3,082
Change-913 (-30%)
Value$317.7K (-$132.1K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares2,169 from 2,201
Change-32 (-1%)
Value$317.8K (-$17.2K)
Filed 2026-11-03
Harbor Group, Inc.
DECREASED
Shares2,162 from 2,684
Change-522 (-19%)
Value$316.7K (-$91.8K)
Filed 2026-10-14
Gainplan LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$313.3K (-$12.2K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,136 from 2,171
Change-35 (-2%)
Value$312.9K (-$17.5K)
Filed 2026-10-13
MTM Investment Management, LLC
INCREASED
Shares2,132 from 1,743
Change+389 (+22%)
Value$312.3K (+$47.0K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares2,124 from 2,119
Change+5 (+0%)
Value$311.1K (-$11.4K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares2,121 from 2,088
Change+33 (+2%)
Value$340.9K (+$18.2K)
Filed 2026-11-03
First Citizens Bank & Trust Co
DECREASED
Shares2,102 from 2,297
Change-195 (-8%)
Value$307.9K (-$41.7K)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
INCREASED
Shares2,101 from 1,948
Change+153 (+8%)
Value$307.8K (+$11.3K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares2,097
Change+2,097
Value$307.2K
Filed 2026-10-26
Cap Partners, LLC
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$303.9K (-$11.8K)
Filed 2026-10-19
15 Wealth Advisors LLC
NEW
Shares2,070
Change+2,070
Value$303.1K
Filed 2026-10-14
Avant Financial Advisors LLC
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$302.5K (-$11.8K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares2,057
Change+2,057
Value$301.3K
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$301.2K (-$11.7K)
Filed 2026-11-02
OFS Enterprise LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$295.5K (-$11.5K)
Filed 2026-10-16
Cascade Investment Group, Inc.
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$294.9K (-$11.5K)
Filed 2026-10-13
Ellsworth Advisors, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$294.7K (-$12.1K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares2,000 from 2,180
Change-180 (-8%)
Value$293.0K (-$38.8K)
Filed 2026-10-08
Thompson Investment Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$293.0K (-$11.4K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$292.8K (-$11.4K)
Filed 2026-10-14
Formidable Asset Management, LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$303.0K (+$12.4K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares1,955 from 2,006
Change-51 (-3%)
Value$286.4K (-$6.4K)
Filed 2026-10-13
Family Legacy, Inc.
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$284.2K (-$11.1K)
Filed 2026-10-13
Bay Capital Advisors, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$283.7K (-$11.0K)
Filed 2026-10-16
EPG Wealth Management LLC
DECREASED
Shares1,936 from 2,116
Change-180 (-9%)
Value$283.5K (-$38.6K)
Filed 2026-11-03
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$281 (-$291.7K)
Filed 2026-10-19
WoodTrust Financial Corp
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$277 (-$287.7K)
Filed 2026-10-09
Thrive Wealth Management, LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$276.6K (-$10.8K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$275.8K (-$10.7K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares1,879 from 1,862
Change+17 (+1%)
Value$275.3K (-$8.1K)
Filed 2026-10-29
PCG Asset Management, LLC
NEW
Shares1,868
Change+1,868
Value$273.6K
Filed 2026-11-05
Western Reserve Capital Management, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$273.6K (-$10.6K)
Filed 2026-10-14
Elmwood Wealth Management, Inc.
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$273.1K (-$10.6K)
Filed 2026-10-14
Straight Path Wealth Management
DECREASED
Shares1,863 from 1,878
Change-15 (-1%)
Value$272.9K (-$13.0K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares1,859 from 1,985
Change-126 (-6%)
Value$272.3K (-$29.8K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$270.1K (-$10.5K)
Filed 2026-10-22
Fagan Associates, Inc.
DECREASED
Shares1,827 from 1,877
Change-50 (-3%)
Value$267.6K (-$18.0K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares1,824 from 1,599
Change+225 (+14%)
Value$267.2K (+$23.8K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$266.9K (-$10.4K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares1,819 from 1,818
Change+1 (+0%)
Value$266.4K (-$10.2K)
Filed 2026-10-19
Worth Asset Management, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$266.4K (-$10.4K)
Filed 2026-10-07
Quaker Wealth Management, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$265.3K (-$10.3K)
Filed 2026-10-22
Center For Asset Management LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$265.1K (-$10.3K)
Filed 2026-10-16
American National Bank & Trust
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$264.5K (-$10.3K)
Filed 2026-10-07
Caldwell Trust Co
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$264.3K (-$10.3K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED
Shares1,791 from 1,789
Change+2 (+0%)
Value$262.3K (-$9.9K)
Filed 2026-10-26
Foster Group, Inc.
DECREASED
Shares1,784 from 1,804
Change-20 (-1%)
Value$261.3K (-$13.2K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares1,782 from 1,882
Change-100 (-5%)
Value$261.0K (-$25.4K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares1,769 from 1,773
Change-4 (0%)
Value$259.1K (-$10.8K)
Filed 2026-10-16
LS Investment Advisors, LLC
DECREASED
Shares1,755 from 3,705
Change-1,950 (-53%)
Value$257.1K (-$306.8K)
Filed 2026-10-13
Bison Wealth, LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$263.8K (-$8.1K)
Filed 2026-10-13
One Way Holdings LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$256.8K (-$10.0K)
Filed 2026-10-29
Asset One Wealth Management LLC
UNCHANGED
Shares1,747 from 1,747
Change0 (0%)
Value$255.9K (-$10.5K)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares1,737 from 1,717
Change+20 (+1%)
Value$254.4K (-$6.9K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,722 from 1,739
Change-17 (-1%)
Value$252.2K (-$12.4K)
Filed 2026-10-23
Cypress Capital Group
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$246.8K (-$9.6K)
Filed 2026-11-03
55 North Private Wealth, LLC
DECREASED
Shares1,682 from 1,755
Change-73 (-4%)
Value$246.4K (-$20.7K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$245.9K (-$9.6K)
Filed 2026-11-02
Equitable Trust Co
DECREASED
Shares1,678 from 2,078
Change-400 (-19%)
Value$245.8K (-$70.4K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares1,674 from 1,814
Change-140 (-8%)
Value$245.2K (-$30.9K)
Filed 2026-10-13
Visionary Horizons, LLC
DECREASED
Shares1,670 from 2,066
Change-396 (-19%)
Value$244.7K (-$69.7K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
NEW
Shares1,653
Change+1,653
Value$242.2K
Filed 2026-11-05
Busey Bank
DECREASED
Shares1,634 from 1,664
Change-30 (-2%)
Value$239.3K (-$13.9K)
Filed 2026-10-26
Trilogy Capital Inc.
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$238.6K (-$9.3K)
Filed 2026-10-20
Selby Wealth Management, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$238.0K (-$9.3K)
Filed 2026-10-16
Quadrant Capital Group LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$244.4K (-$2.1K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED
Shares1,616 from 2,016
Change-400 (-20%)
Value$236.7K (-$70.1K)
Filed 2026-10-23
Financial Insights, Inc.
DECREASED
Shares1,614 from 1,714
Change-100 (-6%)
Value$236.4K (-$24.4K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED
Shares1,613 from 1,619
Change-6 (0%)
Value$236.3K (-$10.1K)
Filed 2026-10-13
Core Wealth Management, Inc.
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$235.2K (-$9.2K)
Filed 2026-10-22
Xcel Wealth Management, LLC
DECREASED
Shares1,604 from 1,639
Change-35 (-2%)
Value$235.0K (-$14.5K)
Filed 2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$234.4K (-$11.9K)
Filed 2026-10-15
Strata Wealth Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$234.4K (-$9.1K)
Filed 2026-10-16
King Luther Capital Management Corp
DECREASED
Shares1,599 from 1,635
Change-36 (-2%)
Value$234.2K (-$14.6K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares1,593 from 1,753
Change-160 (-9%)
Value$240.3K (-$30.3K)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$233.3K (-$9.1K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares1,576 from 1,674
Change-98 (-6%)
Value$230.9K (-$23.9K)
Filed 2026-10-07
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,567 from 1,591
Change-24 (-2%)
Value$229.5K (-$12.6K)
Filed 2026-10-13
Capital Squared Financial LLC
INCREASED
Shares1,566 from 1,556
Change+10 (+1%)
Value$229.3K (-$7.5K)
Filed 2026-10-30
Augustine Asset Management Inc
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$228.8K (-$8.9K)
Filed 2026-10-13
Diversified Enterprises, LLC
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$227.2K (-$8.8K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$227.2K (-$8.8K)
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares1,550 from 1,475
Change+75 (+5%)
Value$227.0K (+$2.6K)
Filed 2026-11-05
Nadler Financial Group, Inc.
DECREASED
Shares1,535 from 2,058
Change-523 (-25%)
Value$224.8K (-$88.3K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$223.4K (-$8.7K)
Filed 2026-11-03
Whalen Wealth Management Inc.
NEW
Shares1,517
Change+1,517
Value$222.2K
Filed 2026-10-08
Wealth Effects LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$221.2K (-$8.6K)
Filed 2026-10-23
Diversified Portfolios, Inc.
NEW
Shares1,505
Change+1,505
Value$220.5K
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares1,505 from 1,541
Change-36 (-2%)
Value$220.5K (-$14.1K)
Filed 2026-10-22
ICW Investment Advisors LLC
INCREASED
Shares1,502 from 1,493
Change+9 (+1%)
Value$220.1K (-$7.2K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$219.7K (-$8.6K)
Filed 2026-10-21
True Link Financial Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$219.7K (-$8.6K)
Filed 2026-10-27
Covenant Asset Management, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$219.4K (-$8.5K)
Filed 2026-10-14
Shoker Investment Counsel, Inc.
INCREASED
Shares1,494 from 1,490
Change+4 (+0%)
Value$218.9K (-$8.0K)
Filed 2026-11-04
Strategy Asset Managers LLC
NEW
Shares1,492
Change+1,492
Value$218.6K
Filed 2026-10-14
Gradient Investments LLC
NEW
Shares1,488
Change+1,488
Value$218.0K
Filed 2026-10-08
Global Wealth Management, LLC
INCREASED
Shares1,487 from 1,478
Change+9 (+1%)
Value$217.8K (-$7.2K)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$216.9K (-$8.4K)
Filed 2026-10-06
Warwick Investment Management, Inc.
INCREASED
Shares1,480 from 1,435
Change+45 (+3%)
Value$216.8K (-$1.6K)
Filed 2026-10-19
Wrenne Financial Planning LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$216.8K (-$8.4K)
Filed 2026-10-30
Oxler Private Wealth LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$213.8K (-$8.3K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED
Shares1,458 from 2,923
Change-1,465 (-50%)
Value$213.6K (-$231.3K)
Filed 2026-10-26
Fjell Capital, LLC
NEW
Shares1,450
Change+1,450
Value$212.4K
Filed 2026-10-13
Convergence Financial, LLC
NEW
Shares1,445
Change+1,445
Value$211.7K
Filed 2026-10-27
Hopwood Financial Services, Inc.
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$210.9K (-$8.2K)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
NEW
Shares1,432
Change+1,432
Value$209.8K
Filed 2026-10-30
Bensler, LLC
INCREASED
Shares1,418 from 1,410
Change+8 (+1%)
Value$207.7K (-$6.9K)
Filed 2026-11-05
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$207.7K (-$8.1K)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$206.7K (-$8.0K)
Filed 2026-10-02
Millennium Capital Advisors, LLC
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$206.2K (-$8.0K)
Filed 2026-10-16
Beacon Financial Advisory LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$205.1K (-$8.0K)
Filed 2026-10-16
Fermata Advisors, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$204.9K (-$8.0K)
Filed 2026-10-13
Center for Financial Planning, Inc.
DECREASED
Shares1,389 from 1,603
Change-214 (-13%)
Value$203.5K (-$40.5K)
Filed 2026-10-26
Ejmk Ventures LLC
NEW
Shares1,379
Change+1,379
Value$202.0K
Filed 2026-10-21
Marion Wealth Management
INCREASED
Shares1,376 from 1,371
Change+5 (+0%)
Value$201.5K (-$7.1K)
Filed 2026-10-22
Advisor OS, LLC
NEW
Shares1,369
Change+1,369
Value$200.6K
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares1,354 from 1,355
Change-1 (0%)
Value$198.3K (-$7.9K)
Filed 2026-10-19
Hanson & Doremus Investment Management
INCREASED
Shares1,352 from 1,345
Change+7 (+1%)
Value$198 (-$204.8K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$208.4K (+$573)
Filed 2026-10-21
Godsey & Gibb, Inc
INCREASED
Shares1,348 from 1,343
Change+5 (+0%)
Value$197.4K (-$7.0K)
Filed 2026-10-14
Yankcom Partnership
DECREASED
Shares1,342 from 1,375
Change-33 (-2%)
Value$196.6K (-$12.7K)
Filed 2026-10-15
Adirondack Trust Co
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$196.6K (-$7.6K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares1,336 from 3,404
Change-2,068 (-61%)
Value$196 (-$517.8K)
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares1,244 from 1,239
Change+5 (+0%)
Value$182.2K (-$6.3K)
Filed 2026-11-05
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$181.6K (-$7.1K)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$168.7K (-$6.6K)
Filed 2026-10-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$162.7K (-$6.3K)
Filed 2026-10-21
United Community Bank
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$161.1K (-$6.3K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares1,088 from 1,124
Change-36 (-3%)
Value$159.4K (-$11.6K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares1,074
Change+1,074
Value$157.3K
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares967
Change+967
Value$141.6K
Filed 2026-10-13
Nvwm, LLC
DECREASED
Shares965 from 969
Change-4 (0%)
Value$141.4K (-$6.1K)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED
Shares901 from 940
Change-39 (-4%)
Value$131.9K (-$11.1K)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares850
Change+850
Value$124.5K
Filed 2026-10-05
Compass Wealth Management LLC
NEW
Shares826
Change+826
Value$121.0K
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$118.2K (-$4.6K)
Filed 2026-10-16
Citizens National Bank Trust Department
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$112.5K (-$4.4K)
Filed 2026-11-04
Main Street Group, LTD
INCREASED
Shares754 from 632
Change+122 (+19%)
Value$110.4K (+$14.3K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$109.7K (-$4.3K)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$119.3K (+$6.0K)
Filed 2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$108.8K (-$4.2K)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares731
Change+731
Value$107.1K
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$106.6K (-$4.2K)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$104.9K (-$4.1K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$103.4K (-$4.0K)
Filed 2026-10-07
Biltmore Family Office, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$101.1K (-$3.9K)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$99.2K (-$3.9K)
Filed 2026-10-14
Blueline Advisors LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$94.9K (-$3.7K)
Filed 2026-10-15
Peterson Wealth Management
INCREASED
Shares627 from 623
Change+4 (+1%)
Value$91.8K (-$3.0K)
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares624 from 620
Change+4 (+1%)
Value$91.4K (-$3.0K)
Filed 2026-10-19
Peck Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$87.9K (-$3.4K)
Filed 2026-10-29
Burk Holdings LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$85.8K (-$3.3K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$85.3K (-$3.3K)
Filed 2026-10-08
SYM Financial Corp
DECREASED
Shares553 from 573
Change-20 (-3%)
Value$81.0K (-$6.2K)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$79.8K (-$3.1K)
Filed 2026-10-20
StrongBox Wealth, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$79.1K (-$3.1K)
Filed 2026-11-02
Sima Wealth Partners, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$78.7K (-$3.1K)
Filed 2026-10-19
Nfsg Corp
DECREASED
Shares536 from 587
Change-51 (-9%)
Value$78.5K (-$10.8K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$77.5K (-$3.0K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares518 from 586
Change-68 (-12%)
Value$75.9K (-$13.3K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$75.4K (-$2.9K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$74.0K (-$2.9K)
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$66.6K (-$2.6K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$65 (-$67.9K)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$65.2K (-$2.5K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares442
Change+442
Value$64.7K
Filed 2026-11-05
Mcdonald Partners LLC
INCREASED
Shares440 from 250
Change+190 (+76%)
Value$64.5K (+$26.4K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
NEW
Shares431
Change+431
Value$63.1K
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$61.2K (-$2.4K)
Filed 2026-11-03
Louisbourg Investments Inc.
DECREASED
Shares415 from 460
Change-45 (-10%)
Value$60.8K (-$9.2K)
Filed 2026-10-20
Financial Perspectives, Inc
INCREASED
Shares408 from 406
Change+2 (+0%)
Value$59.8K (-$1.9K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares404 from 470
Change-66 (-14%)
Value$59.2K (-$12.3K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$56.0K (-$2.2K)
Filed 2026-10-05
Avion Wealth
INCREASED
Shares373 from 248
Change+125 (+50%)
Value$54 (+$17)
Filed 2026-11-04
Beacon Financial Strategies Corp
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$54.2K (-$2.1K)
Filed 2026-10-14
Capital Investment Counsel, Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$54.2K (-$2.1K)
Filed 2026-10-20
Arlington Trust Co LLC
NEW
Shares359
Change+359
Value$52.6K
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$52.0K (-$2.0K)
Filed 2026-11-04
Morling Financial Advisors, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$51.7K (-$2.0K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares348
Change+348
Value$51.0K
Filed 2026-10-27
City State Bank
DECREASED
Shares348 from 358
Change-10 (-3%)
Value$51.0K (-$3.5K)
Filed 2026-10-20
Bare Financial Services, Inc
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$50.1K (-$2.0K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares339 from 338
Change+1 (+0%)
Value$49.6K (-$1.8K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$46.1K (-$1.8K)
Filed 2026-10-27
West Financial Advisors, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$43.1K (-$1.7K)
Filed 2026-10-22
Simplex Trading, LLC
NEW
Shares285
Change+285
Value$41.7K
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$40.7K (-$1.6K)
Filed 2026-10-05
Clark Wealth Partners
INCREASED
Shares260 from 258
Change+2 (+1%)
Value$38.1K (-$1.2K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$37.9K (-$1.5K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares257 from 352
Change-95 (-27%)
Value$37.6K (-$15.9K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares242
Change+242
Value$35.4K
Filed 2026-10-19
Noble Wealth Management PBC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$35.3K (-$1.4K)
Filed 2026-10-01
Friedenthal Financial
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$35.2K (-$1.4K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$33.0K (-$1.3K)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares219 from 218
Change+1 (+0%)
Value$32.1K (-$1.0K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$31.5K (-$1.2K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares213 from 151
Change+62 (+41%)
Value$31.3K (+$8.3K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares204
Change+204
Value$29.9K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$29.3K (-$1.1K)
Filed 2026-10-08
Markowski Investments
INCREASED
Shares188 from 187
Change+1 (+1%)
Value$27.5K (-$988)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$27.1K (-$1.1K)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$26.4K (-$1.0K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$26.1K (-$1.0K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
DECREASED
Shares175 from 203
Change-28 (-14%)
Value$25.6K (-$5.3K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$25.0K (-$975)
Filed 2026-10-16
James T. Borello RIA
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$23.6K (-$918)
Filed 2026-10-16
Bayban
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$24.0K ($0)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares154
Change+154
Value$22.6K
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$22.0K (-$855)
Filed 2026-10-22
High Point Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$22.0K (-$855)
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$22.0K (-$855)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares147
Change+147
Value$21.5K
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$19.6K (-$764)
Filed 2026-10-29
Quintet Private Bank (Europe) S.A.
INCREASED
Shares126 from 63
Change+63 (+100%)
Value$18.5K (+$8.9K)
Filed 2026-10-08
Insight Inv LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$18.5K (-$719)
Filed 2026-10-27
Creative Capital Management Investments LLC
NEW
Shares119
Change+119
Value$17.4K
Filed 2026-10-28
Downshift Financial, LLC
NEW
Shares119
Change+119
Value$17.4K
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$16.9K (-$549)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$16.2K (-$589)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares105 from 210
Change-105 (-50%)
Value$15.4K (-$16.6K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
INCREASED
Shares105 from 104
Change+1 (+1%)
Value$16.2K (+$308)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW
Shares100
Change+100
Value$14.6K
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.6K (-$570)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.6K (-$570)
Filed 2026-10-28
RMG Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.9K (+$132)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares87
Change+87
Value$12.7K
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares84
Change+84
Value$12.3K
Filed 2026-10-27
Kingdom Financial Group Llc.
NEW
Shares80
Change+80
Value$11.8K
Filed 2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$10.5K (-$410)
Filed 2026-10-16
Mascoma Wealth Management LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$10.5K (-$410)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$10.1K (-$393)
Filed 2026-10-07
Laurel Wealth Advisors LLC
NEW
Shares67
Change+67
Value$9.8K
Filed 2026-10-27
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$9.4K (-$473)
Filed 2026-10-01
Triumph Capital Management
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$9.4K (-$365)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$9.2K (+$461)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.1K (-$354)
Filed 2026-10-23
Barrett & Company, Inc.
NEW
Shares57
Change+57
Value$8.4K
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares51 from 50
Change+1 (+2%)
Value$7.4K (-$241)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.3K (-$285)
Filed 2026-10-07
Planning Strategies Inc.
DECREASED
Shares47 from 48
Change-1 (-2%)
Value$6.9K (-$420)
Filed 2026-10-02
Toth Financial Advisory Corp
DECREASED
Shares40 from 50
Change-10 (-20%)
Value$5.9K (-$1.7K)
Filed 2026-10-08
West Branch Capital LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.9K (-$228)
Filed 2026-10-20
First Pacific Financial
NEW
Shares38
Change+38
Value$5.6K
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$5.0K (-$194)
Filed 2026-10-23
DecisionPoint Financial, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.4K (-$166)
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.8K (-$148)
Filed 2026-10-26
1620 Investment Advisors, Inc.
DECREASED
Shares19 from 22
Change-3 (-14%)
Value$2.8K (-$565)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.6K (-$102)
Filed 2026-10-06
High Note Wealth, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.5K (-$81)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares15 from 173
Change-158 (-91%)
Value$2.2K (-$24.1K)
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.8K (-$69)
Filed 2026-10-28
True Private Wealth Advisors
CLOSED
Shares0 from 12,065
Change-12,065 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-19
Seamount Financial Group Inc
CLOSED
Shares0 from 7,845
Change-7,845 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
One Day In July LLC
CLOSED
Shares0 from 4,932
Change-4,932 (-100%)
Value$0 (-$750.5K)
Filed 2026-10-30
Central Valley Advisors, LLC
CLOSED
Shares0 from 3,939
Change-3,939 (-100%)
Value$0 (-$599.5K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 3,274
Change-3,274 (-100%)
Value$0 (-$498.2K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 2,718
Change-2,718 (-100%)
Value$0 (-$413.6K)
Filed 2026-10-23
Howland Capital Management LLC
CLOSED
Shares0 from 2,437
Change-2,437 (-100%)
Value$0 (-$370.8K)
Filed 2026-10-22
LongView Wealth Management
CLOSED
Shares0 from 1,815
Change-1,815 (-100%)
Value$0 (-$276.2K)
Filed 2026-10-19
Essex Bank
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-16
Sage Investment Advisers LLC
CLOSED
Shares0 from 1,604
Change-1,604 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 1,592
Change-1,592 (-100%)
Value$0 (-$242.3K)
Filed 2026-10-09
Procyon Advisors, LLC
CLOSED
Shares0 from 1,577
Change-1,577 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-21
TritonPoint Partners, LLC
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$236.1K)
Filed 2026-11-05
Diesslin Group, Inc.
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-14
Old North State Wealth Management, LLC
CLOSED
Shares0 from 1,408
Change-1,408 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-22
Transcendent Capital Group LLC
CLOSED
Shares0 from 1,380
Change-1,380 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-15
Welch Financial Planning, LLC
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-06
Dutch Asset Corp
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-20
180 Wealth Advisors, LLC
CLOSED
Shares0 from 1,343
Change-1,343 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 1,338
Change-1,338 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-04
Mullooly Asset Management, Inc.
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-30
Sterling Financial Planning, Inc.
CLOSED
Shares0 from 1,323
Change-1,323 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-28
Carlson Financial, Inc.
CLOSED
Shares0 from 1,321
Change-1,321 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-14
SP Asset Management LLC
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$200.9K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 1,317
Change-1,317 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
CLOSED
Shares0 from 1,214
Change-1,214 (-100%)
Value$0 (-$184.7K)
Filed 2026-10-30
Mechanics Financial Corp
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$152.2K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$49.5K)
Filed 2026-10-29
Sterling Capital Management LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-22
Founders Capital Management
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$39.6K)
Filed 2026-10-13
Park National Corp
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-05
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-15
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$433.8K (-$14.5K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 7,153,445
Change-7,153,445 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,906,331
Change-4,906,331 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,040,750
Change-3,040,750 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,990,179
Change-2,990,179 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,281,758
Change-2,281,758 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,039,089
Change-2,039,089 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,674,173
Change-1,674,173 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,380,453
Change-1,380,453 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,292,475
Change-1,292,475 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,111,642
Change-1,111,642 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,002,472
Change-1,002,472 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 793,377
Change-793,377 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 750,297
Change-750,297 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 635,081
Change-635,081 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 618,230
Change-618,230 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 587,808
Change-587,808 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 577,947
Change-577,947 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 552,440
Change-552,440 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 536,116
Change-536,116 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 502,815
Change-502,815 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 481,025
Change-481,025 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 450,216
Change-450,216 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 424,880
Change-424,880 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 414,516
Change-414,516 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 371,018
Change-371,018 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 353,819
Change-353,819 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 321,826
Change-321,826 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 286,769
Change-286,769 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 279,710
Change-279,710 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 272,798
Change-272,798 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 261,650
Change-261,650 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 258,404
Change-258,404 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 211,188
Change-211,188 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 204,288
Change-204,288 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 187,544
Change-187,544 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 175,487
Change-175,487 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 173,016
Change-173,016 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 170,164
Change-170,164 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 167,435
Change-167,435 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 153,614
Change-153,614 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 150,144
Change-150,144 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 150,033
Change-150,033 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 150,025
Change-150,025 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 146,817
Change-146,817 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 143,320
Change-143,320 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 142,939
Change-142,939 (-100%)
Value—
FMR LLC
N/A
Shares— from 136,072
Change-136,072 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 117,924
Change-117,924 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 109,855
Change-109,855 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 100,632
Change-100,632 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 97,512
Change-97,512 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 96,333
Change-96,333 (-100%)
Value—
&partners
N/A
Shares— from 90,166
Change-90,166 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 88,567
Change-88,567 (-100%)
Value—
Blair William & Co
N/A
Shares— from 87,329
Change-87,329 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 85,771
Change-85,771 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 84,145
Change-84,145 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 79,530
Change-79,530 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 77,741
Change-77,741 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 76,992
Change-76,992 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 73,315
Change-73,315 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 72,015
Change-72,015 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 68,514
Change-68,514 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 63,489
Change-63,489 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 62,619
Change-62,619 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 60,695
Change-60,695 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 58,979
Change-58,979 (-100%)
Value—
Simmons Bank
N/A
Shares— from 58,143
Change-58,143 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 57,496
Change-57,496 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,846
Change-54,846 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 53,963
Change-53,963 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 53,168
Change-53,168 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 52,930
Change-52,930 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 52,926
Change-52,926 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 52,741
Change-52,741 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 52,509
Change-52,509 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 51,981
Change-51,981 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 51,258
Change-51,258 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 51,198
Change-51,198 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 50,310
Change-50,310 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 49,459
Change-49,459 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 49,420
Change-49,420 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 48,514
Change-48,514 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 48,435
Change-48,435 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 47,915
Change-47,915 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 45,968
Change-45,968 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 45,096
Change-45,096 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 44,923
Change-44,923 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,833
Change-42,833 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 42,055
Change-42,055 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,570
Change-41,570 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 39,978
Change-39,978 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,864
Change-39,864 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 38,635
Change-38,635 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 37,307
Change-37,307 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,777
Change-36,777 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 36,678
Change-36,678 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,846
Change-35,846 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 34,656
Change-34,656 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,577
Change-33,577 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 31,048
Change-31,048 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 30,995
Change-30,995 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 30,505
Change-30,505 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 28,933
Change-28,933 (-100%)
Value—
American Trust
N/A
Shares— from 28,615
Change-28,615 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 28,467
Change-28,467 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 28,411
Change-28,411 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 27,894
Change-27,894 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 27,183
Change-27,183 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 27,146
Change-27,146 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,989
Change-26,989 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,208
Change-26,208 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 25,502
Change-25,502 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 24,724
Change-24,724 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,740
Change-23,740 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 23,468
Change-23,468 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 23,063
Change-23,063 (-100%)
Value—
Commerce Bank
N/A
Shares— from 22,778
Change-22,778 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,660
Change-22,660 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 22,625
Change-22,625 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,364
Change-22,364 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 22,236
Change-22,236 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,665
Change-21,665 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 21,353
Change-21,353 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 21,205
Change-21,205 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 20,195
Change-20,195 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,906
Change-19,906 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 19,732
Change-19,732 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 19,426
Change-19,426 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 18,714
Change-18,714 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Calydon Capital
N/A
Shares— from 18,365
Change-18,365 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 17,771
Change-17,771 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 17,088
Change-17,088 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,491
Change-15,491 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 14,684
Change-14,684 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 14,589
Change-14,589 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 14,569
Change-14,569 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,164
Change-14,164 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 13,464
Change-13,464 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 13,236
Change-13,236 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 12,929
Change-12,929 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 12,812
Change-12,812 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 12,589
Change-12,589 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 11,646
Change-11,646 (-100%)
Value—
Bank OZK
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,178
Change-11,178 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,988
Change-10,988 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,695
Change-10,695 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,474
Change-9,474 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,361
Change-9,361 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,843
Change-8,843 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 8,739
Change-8,739 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,675
Change-8,675 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,526
Change-8,526 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 7,772
Change-7,772 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
United Bank
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 770
Change-770 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 765
Change-765 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 742
Change-742 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 514
Change-514 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 507
Change-507 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 451
Change-451 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 414
Change-414 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 405
Change-405 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 387
Change-387 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 318
Change-318 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 236
Change-236 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 227
Change-227 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 166
Change-166 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
10Elms LLP
N/A
Shares— from 105
Change-105 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Joel Isaacson & Co., LLC
INCREASED2,909,3832,894,421+14,962+1%$440.5M$426.2M-$14.3M2026-11-05
Bank of New York Mellon Corp
DECREASED907,888910,494-2,6060%$138.6M$133.0M-$5.6M2026-11-05
Commonwealth Equity Services, LLC
DECREASED845,709873,659-27,950-3%$133.0M$123.9M-$9.1M2026-11-02
Truist Financial Corp
DECREASED673,207689,697-16,490-2%$105.0M$98.6M-$6.3M2026-10-30
Capital Investment Advisors, LLC
DECREASED485,966491,556-5,590-1%$74.8M$71.2M-$3.6M2026-10-22
Creative Planning
DECREASED423,834423,949-1150%$64.5M$62.1M-$2.4M2026-11-02
J.Safra Asset Management Corp
INCREASED388,655378,030+10,625+3%$57.5M$56.9M-$598.4K2026-11-03
AlphaCore Capital LLC
INCREASED384,741368,674+16,067+4%$56.1M$56.4M+$252.2K2026-11-04
Kestra Advisory Services, LLC
INCREASED280,711267,979+12,732+5%$40.8M$41.1M+$337.4K2026-11-02
Marino, Stram & Associates LLC
DECREASED278,682279,804-1,1220%$42.6M$40.8M-$1.8M2026-10-22
Wolff Financial Management LLC
INCREASED265,610263,340+2,270+1%$40.1M$38.9M-$1.2M2026-10-23
Linscomb Wealth, Inc.
DECREASED230,269242,037-11,768-5%$36.8M$33.7M-$3.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED225,882224,206+1,676+1%$34.6M$33.7M-$868.4K2026-10-13
NWF Advisory Services Inc.
INCREASED186,599183,880+2,719+1%$28.0M$27.3M-$649.8K2026-10-19
Klingman & Associates, LLC
DECREASED185,632187,332-1,700-1%$28.5M$27.2M-$1.3M2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED180,803181,578-7750%$27.6M$26.5M-$1.1M2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED180,334196,131-15,797-8%$29.8M$26.4K-$29.8M2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED163,302153,565+9,737+6%$23.4M$23.9M+$551.0K2026-10-13
Capital Advisors, Ltd. LLC
DECREASED143,579145,540-1,961-1%$22.1K$21.0K-$1.1K2026-10-27
Confluence Investment Management LLC
DECREASED126,841132,295-5,454-4%$20.1M$18.6M-$1.6M2026-10-01
TigerOak Management, L.L.C.
INCREASED125,732124,183+1,549+1%$18.9M$18.4M-$481.0K2026-10-23
Midwest Trust Co
INCREASED112,608112,374+234+0%$17.1M$16.5M-$606.3K2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED109,222109,968-746-1%$16.7M$16.0M-$736.1K2026-11-05
Fifth Third Bancorp
DECREASED108,311112,373-4,062-4%$17.1M$15.9M-$1.2M2026-11-05
Bokf, NA
INCREASED107,875107,452+423+0%$16.4M$15.8M-$550.5K2026-10-27
Hubbell Strickland Wealth Management, LLC
INCREASED106,454105,649+805+1%$16.1M$15.6M-$484.3K2026-10-29
Associated Banc-Corp
DECREASED105,822107,071-1,249-1%$16.3M$15.5M-$793.3K2026-10-30
Sard Wealth Management Group, LLC
INCREASED101,52199,881+1,640+2%$15.2M$14.9M-$329.1K2026-10-16
HB Wealth Management, LLC
INCREASED97,04289,726+7,316+8%$13.7M$14.2M+$560.2K2026-10-23
MSH Capital Advisors LLC
INCREASED94,92392,839+2,084+2%$14.1M$13.9M-$223.9K2026-11-03
US Bancorp \de\
INCREASED94,73293,892+840+1%$14.3M$13.9M-$415.6K2026-11-05
Savant Capital, LLC
DECREASED93,295171,541-78,246-46%$25.6M$13.7M-$12.0M2026-11-06
KCM Investment Advisors LLC
DECREASED92,05592,479-4240%$14.1M$13.5M-$589.1K2026-10-27
Fund Evaluation Group, LLC
UNCHANGED89,48989,48900%$13.6M$13.1M-$510.1K2026-11-05
CRA Financial Services, LLC
DECREASED89,44491,795-2,351-3%$14.0M$13.1M-$867.6K2026-10-16
NBT Bank, N.A.
DECREASED81,02881,122-940%$12.3M$11.9M-$476.2K2026-10-21
Wesbanco Bank Inc
DECREASED79,91181,163-1,252-2%$12.4M$11.7M-$646.0K2026-11-04
CX Institutional
INCREASED79,13274,031+5,101+7%$11.3K$11.6K+$3252026-10-02
TD Private Client Wealth LLC
DECREASED77,87378,494-621-1%$11.9M$11.4M-$538.3K2026-10-28
Kitching Partners, LLC
INCREASED77,63166,213+11,418+17%$10.1M$11.4M+$1.3M2026-11-02
Sage Rhino Capital LLC
INCREASED74,83174,730+101+0%$11.4M$11.0M-$411.2K2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED74,21475,667-1,453-2%$11.5M$10.9M-$644.1K2026-10-13
Greenleaf Trust
DECREASED70,77671,486-710-1%$10.9M$10.4M-$511.5K2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED65,73165,73100%$10.0M$9.6M-$374.7K2026-10-14
Oppenheimer & Co Inc
INCREASED65,08564,966+119+0%$9.9M$9.5M-$352.9K2026-10-26
Precedent Wealth Partners, LLC
INCREASED63,74663,374+372+1%$9.6M$9.3M-$306.7K2026-10-21
Lido Advisors, LLC
DECREASED60,33561,316-981-2%$9.3M$8.8M-$493.1K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED60,32461,562-1,238-2%$9.4M$8.8M-$532.3K2026-10-29
Balefire, LLC
DECREASED59,67867,754-8,076-12%$10.3M$8.7M-$1.6M2026-10-09
Koenig Investment Advisory, LLC
INCREASED57,64252,379+5,263+10%$8.0M$8.4M+$472.4K2026-10-09
Moneco Advisors, LLC
DECREASED57,01459,788-2,774-5%$9.1M$8.4M-$747.0K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED55,91156,911-1,000-2%$8.7M$8.2M-$470.9K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED54,42354,868-445-1%$8.3M$8.0M-$377.9K2026-11-04
Simon Quick Advisors, LLC
INCREASED53,60627,803+25,803+93%$4.2M$7.9M+$3.6M2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED51,74251,076+666+1%$7.8M$7.6M-$193.6K2026-11-02
Mine & Arao Wealth Creation & Management, Llc.
INCREASED48,92245,107+3,815+8%$6.9M$7.2M+$301.6K2026-10-29
Destiny Wealth Partners, LLC
INCREASED48,68633,022+15,664+47%$5.1M$7.9M+$2.8M2026-11-05
Park Avenue Securities LLC
INCREASED47,51143,369+4,142+10%$6.6M$7.0K-$6.6M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED46,81227,269+19,543+72%$4.1M$6.9M+$2.7M2026-10-16
Aries Wealth Management
DECREASED46,07648,515-2,439-5%$7.4M$6.7M-$633.8K2026-10-23
Mission Wealth Management, LP
DECREASED44,76649,672-4,906-10%$7.6M$6.6M-$1.0M2026-10-15
Citizens Financial Group Inc
INCREASED44,32941,433+2,896+7%$6.3M$6.5M+$188.1K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED44,24543,169+1,076+2%$6.6M$6.5M-$88.5K2026-10-23
Shrier Wealth Management, LLC
INCREASED43,64442,918+726+2%$6.5M$6.4M-$138.3K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED42,11340,539+1,574+4%$6.2M$6.2M-$5362026-10-30
Climber Capital SA
INCREASED41,27641,113+163+0%$6.1M$5.6M-$489.6K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED41,07841,726-648-2%$6.3M$6.1M-$282.2K2026-10-09
Westside Investment Management, Inc.
INCREASED39,73239,315+417+1%$6.0M$5.8M-$162.9K2026-11-02
Americana Partners, LLC
DECREASED39,38744,382-4,995-11%$6.8M$5.8M-$984.7K2026-10-28
First Horizon Corp
DECREASED38,95439,017-630%$5.9M$5.7M-$231.6K2026-10-26
TL Private Wealth
DECREASED38,89238,961-690%$6.1M$5.8M-$214.4K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED38,43641,379-2,943-7%$6.3M$5.6M-$666.9K2026-11-05
Regions Financial Corp
INCREASED37,94837,406+542+1%$5.7M$5.6M-$133.8K2026-11-05
1834 Investment Advisors Co
INCREASED36,63331,911+4,722+15%$4.9M$5.4M+$509.8K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED36,12636,564-438-1%$5.6M$5.3M-$272.6K2026-10-26
Private Wealth Group, LLC
INCREASED35,15432,919+2,235+7%$5.0M$5.1M+$139.7K2026-10-19
Davenport & Co LLC
INCREASED34,64226,674+7,968+30%$4.1M$5.1M+$1.0M2026-10-14
Investment Partners, Ltd.
INCREASED33,94415,509+18,435+119%$2.4M$5.0M+$2.6M2026-10-29
Salomon & Ludwin, LLC
DECREASED33,81234,033-221-1%$5.2M$5.0M-$254.6K2026-10-29
TD Waterhouse Canada Inc.
INCREASED33,04631,779+1,267+4%$4.9M$4.9M+$11.2K2026-10-16
Juncture Wealth Strategies, LLC
DECREASED32,99144,771-11,780-26%$6.8M$4.8M-$2.0M2026-10-06
Strategent Financial, LLC
DECREASED32,55132,687-1360%$5.0M$4.8M-$206.2K2026-10-30
Firestone Capital Management
DECREASED31,33531,596-261-1%$4.8M$4.6M-$218.4K2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED30,68931,040-351-1%$4.7M$4.5M-$228.3K2026-10-16
Fell Capital Management
INCREASED30,21829,718+500+2%$4.5M$4.4M-$96.2K2026-10-09
Lewis Asset Management, LLC
INCREASED29,42729,342+85+0%$4.5M$4.3M-$154.8K2026-10-14
Neumann Capital Management, LLC
NEW29,403—+29,403——$4.3M—2026-10-15
J.W. Cole Advisors, Inc.
DECREASED29,28129,812-531-2%$4.5M$4.3M-$247.7K2026-11-05
Johnson & White Wealth Management, LLC
DECREASED29,25429,564-310-1%$4.5M$4.3M-$213.9K2026-11-03
Novem Group
DECREASED28,49728,773-276-1%$4.4M$4.2M-$204.4K2026-10-19
LifeSteps Financial, Inc.
DECREASED28,30330,887-2,584-8%$4.7M$4.1M-$554.5K2026-10-15
Brighton Jones LLC
INCREASED28,21327,796+417+2%$4.2M$4.1M-$97.3K2026-11-03
Shum Financial Group, Inc.
INCREASED28,15626,884+1,272+5%$4.1M$4.1M+$33.1K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED27,97629,145-1,169-4%$4.4M$4.1M-$337.3K2026-10-22
Citigroup Inc
INCREASED27,83426,671+1,163+4%$4.1M$4.1M+$18.3K2026-11-04
Meridian Financial Advisors, LLC
INCREASED27,47526,212+1,263+5%$4.0M$4.0M+$35.5K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED27,38327,963-580-2%$4.3M$4.0M-$244.4K2026-10-22
Larson Financial Group LLC
INCREASED26,84526,806+39+0%$4.1M$3.9M-$147.1K2026-11-05
Chicago Partners Investment Group LLC
INCREASED26,71326,363+350+1%$4.1M$4.2M+$173.5K2026-10-27
Charles Schwab Trust Co
DECREASED26,54528,048-1,503-5%$4.3M$3.9M-$380.0K2026-10-15
Mycio Wealth Partners, LLC
DECREASED26,44730,635-4,188-14%$4.7M$3.9M-$788.1K2026-11-04
Cove Private Wealth, LLC
INCREASED25,31013,709+11,601+85%$2.1M$3.7M+$1.6M2026-10-28
Canandaigua National Bank & Trust Co
DECREASED25,30325,338-350%$3.9M$3.7M-$149.6K2026-10-07
Blueprint Financial Advisors LLC
INCREASED25,29225,272+20+0%$3.8M$3.7M-$141.1K2026-10-28
Blueprint Investment Partners LLC
INCREASED25,29225,272+20+0%$3.8M$3.7M-$141.1K2026-10-28
D.A. Davidson & Co.
INCREASED25,16724,723+444+2%$3.8M$3.7M-$75.9K2026-10-28
Good Harbor Advisors, Inc.
INCREASED24,78821,657+3,131+14%$3.3M$3.6M+$335.2K2026-10-20
Independence Bank of Kentucky
UNCHANGED24,51724,51700%$3.7M$3.6M-$139.7K2026-10-26
FDx Advisors, Inc.
DECREASED24,45724,505-480%$3.7M$3.6K-$3.7M2026-11-05
Treasure Coast Financial Planning
INCREASED24,28024,235+45+0%$3.7M$3.6M-$131.5K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED24,14924,734-585-2%$3.8M$3.5M-$226.6K2026-10-20
Sage Capital Management, LLC
INCREASED23,85323,658+195+1%$3.6M$3.5M-$106.6K2026-10-20
Financial Planning Hawaii, Inc.
DECREASED23,67724,602-925-4%$3.7M$3.5M-$275.7K2026-10-13
Perigon Wealth Management, LLC
INCREASED23,19023,175+15+0%$3.5M$3.4M-$129.9K2026-10-22
Black Diamond Financial, LLC
DECREASED22,90825,615-2,707-11%$3.9M$3.4M-$542.5K2026-10-26
AA Financial Advisors, LLC
INCREASED22,68622,685+10%$3.5M$3.3M-$129.0K2026-10-19
Valley Wealth Managers, Inc.
DECREASED22,58523,451-866-4%$3.6M$3.3M-$260.5K2026-10-09
Central Trust Co
DECREASED22,53823,427-889-4%$3.6M$3.3M-$263.8K2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED22,43922,570-131-1%$3.4M$3.3M-$147.9K2026-10-28
Prospera Financial Services Inc
DECREASED22,31730,771-8,454-27%$4.7M$3.6M-$1.1M2026-11-04
Legacy Advisors, LLC
UNCHANGED22,13422,13400%$3.4M$3.2M-$126.2K2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED22,10322,10300%$3.4M$3.2M-$126.0K2026-10-13
Welch & Forbes LLC
UNCHANGED22,07922,07900%$3.4M$3.2M-$125.9K2026-11-04
Principle Wealth Partners LLC
INCREASED21,07620,917+159+1%$3.2M$3.1M-$95.9K2026-11-02
Farther Finance Advisors, LLC
DECREASED21,03621,294-258-1%$3.2M$3.1M-$160.1K2026-10-08
Visionary Wealth Advisors
DECREASED20,51820,861-343-2%$3.2M$3.0M-$169.1K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED20,51720,51700%$3.1M$3.0M-$116.9K2026-10-27
Narwhal Capital Management
DECREASED20,49020,615-125-1%$3.1M$3.0M-$135.8K2026-11-04
MGO One Seven LLC
DECREASED20,38320,582-199-1%$3.1M$3.0M-$146.4K2026-10-28
Choreo, LLC
DECREASED20,20020,214-140%$3.1M$3.0M-$117.2K2026-10-28
Hardworking Capital Advisors, LLC
INCREASED19,80910,928+8,881+81%$1.7M$2.9M+$1.2M2026-10-20
Carnegie Investment Counsel
INCREASED19,75819,275+483+3%$2.9M$2.9M-$39.1K2026-10-20
New England Private Wealth Advisors LLC
INCREASED18,99818,974+24+0%$3.0M$2.8M-$172.0K2026-10-19
PKS Advisory Services, LLC
UNCHANGED18,87518,87500%$2.9M$2.9M$02026-10-26
Sugar Maple Asset Management, LLC
UNCHANGED18,60618,60600%$2.8M$2.7M-$106.1K2026-10-13
Capstone Wealth Management Group, LLC
INCREASED18,55610,505+8,051+77%$1.6M$2.6M+$1.0M2026-11-05
Stablepoint Partners, LLC
DECREASED18,20020,633-2,433-12%$3.1M$2.7M-$473.9K2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED18,11216,876+1,236+7%$2.6M$2.7M+$84.9K2026-10-05
Avidian Wealth Enterprises, LLC
INCREASED17,90317,099+804+5%$2.6M$2.6M+$20.3K2026-10-08
Montag A & Associates Inc
DECREASED17,64318,777-1,134-6%$2.9M$2.6M-$273.1K2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED17,36517,36500%$2.7M$2.5M-$136.8K2026-10-13
Southern Michigan Bank & Trust
DECREASED16,38616,921-535-3%$2.6M$2.4M-$174.8K2026-10-19
Occidental Asset Management, LLC
UNCHANGED16,22716,22700%$2.5M$2.4M-$92.5K2026-11-05
Partners Wealth Management, LLC
NEW16,086—+16,086——$2.4M—2026-10-28
Independent Financial Group, LLC
INCREASED15,92115,734+187+1%$2.4M$2.3M-$62.3K2026-10-13
Indivisible Partners
INCREASED15,5576,397+9,160+143%$973.5K$2.3M+$1.3M2026-10-26
Wedmont Private Capital
INCREASED15,41515,220+195+1%$2.3M$2.3M-$46.9K2026-10-09
Mirae Asset Global Investments Co., Ltd.
DECREASED15,30015,900-600-4%$2.4M$2.2M-$178.5K2026-11-03
Retirement Investment Advisors, Inc.
DECREASED15,22715,253-260%$2.4M$2.2M-$127.1K2026-10-22
Aspiriant, LLC
INCREASED15,10615,105+1+0%$2.3M$2.2M-$86.1K2026-10-16
Focus Financial Network, Inc.
INCREASED15,05915,025+34+0%$2.3M$2.2M-$80.6K2026-10-14
PDS Planning, Inc
DECREASED14,97915,003-240%$2.3M$2.2M-$89.0K2026-11-03
Eagle Strategies LLC
DECREASED14,86115,024-163-1%$2.3M$2.2M-$109.4K2026-10-16
Cadent Capital Advisors, LLC
INCREASED14,80614,285+521+4%$2.2M$2.2M-$5.2K2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED14,25914,299-400%$2.2M$2.1M-$87.4K2026-10-23
Apollon Wealth Management, LLC
INCREASED14,16412,014+2,150+18%$1.8M$2.1M+$246.4K2026-10-23
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED14,10014,10000%$2.1M$2.1M-$80.4K2026-10-22
Simplicity Wealth,LLC
INCREASED14,07012,850+1,220+9%$2.0M$2.1M+$105.5K2026-10-23
Spire Wealth Management
DECREASED14,00414,009-50%$2.1M$2.1M-$80.6K2026-10-30
McGlone Suttner Wealth Management, Inc.
UNCHANGED13,48013,48000%$2.1M$2.0M-$76.8K2026-10-13
Evergreen Capital Management LLC
INCREASED13,25413,253+1+0%$2.0M$1.9M-$75.5K2026-10-23
Ascent Group, LLC
UNCHANGED13,10913,10900%$2.0M$1.9M-$74.7K2026-10-30
Cooksen Wealth, LLC
INCREASED13,01012,760+250+2%$1.9M$1.9M-$2.9K2026-10-13
Atria Investments, Inc
INCREASED12,98012,778+202+2%$1.9M$1.9M-$43.3K2026-10-15
StoneX Group Inc.
INCREASED12,87412,016+858+7%$1.8M$1.9M+$100.0K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED12,79711,581+1,216+11%$1.8M$1.9M+$112.1K2026-10-21
Axxcess Wealth Management, LLC
DECREASED12,43916,966-4,527-27%$2.6M$1.8M-$759.7K2026-10-21
Pines Wealth Management, LLC
DECREASED12,13112,335-204-2%$1.9M$1.8M-$100.2K2026-10-21
VestGen Advisors, LLC
DECREASED12,03612,067-310%$1.8M$1.8M-$73.2K2026-10-27
Union Savings Bank
DECREASED12,03412,364-330-3%$1.9M$1.8M-$118.8K2026-10-14
GreatBanc Trust Co
UNCHANGED11,97811,97800%$1.8M$1.8M-$68.3K2026-11-04
Rebalance, LLC
INCREASED11,96411,770+194+2%$1.8M$1.8M-$38.6K2026-10-22
Integrated Advisors Network LLC
DECREASED11,86712,447-580-5%$1.9M$1.7M-$155.9K2026-10-20
Integrity Alliance, Llc.
INCREASED11,75610,529+1,227+12%$1.6M$1.7M+$119.8K2026-10-29
Thrivent Financial for Lutherans
DECREASED11,69812,608-910-7%$1.9M$1.7K-$1.9M2026-11-05
Daymark Wealth Partners, LLC
INCREASED11,40211,372+30+0%$1.7M$1.7M-$60.3K2026-11-04
Fifth Third Securities, Inc.
INCREASED11,3988,331+3,067+37%$1.3M$1.7M+$401.9K2026-10-21
Forbes Financial Planning, Inc.
DECREASED11,31911,692-373-3%$1.8M$1.7M-$121.3K2026-10-23
Mlp3, LLC
INCREASED11,14911,148+1+0%$1.7M$1.6M-$63.4K2026-10-22
Mechanics Bank Trust Department
DECREASED10,99111,429-438-4%$1.7M$1.6M-$129.3K2026-10-13
Waldron Private Wealth LLC
INCREASED10,91710,842+75+1%$1.6M$1.6M-$50.8K2026-11-02
Florida Trust Wealth Management Co
INCREASED10,91610,736+180+2%$1.6M$1.6M-$34.8K2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED10,7618,026+2,735+34%$1.2M$1.6M+$354.9K2026-11-02
Tufton Capital Management
UNCHANGED10,71610,71600%$1.6M$1.6K-$1.6M2026-10-20
Councilor Wealth, LLC
INCREASED10,67210,663+9+0%$1.6M$1.6M-$59.5K2026-10-09
Aspect Partners, LLC
DECREASED10,44410,997-553-5%$1.7M$1.5M-$143.7K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED10,42810,586-158-1%$1.6M$1.5M-$83.6K2026-11-04
Investors Research Corp
DECREASED10,41210,656-244-2%$1.6M$1.5M-$96.5K2026-10-07
Newman Dignan & Sheerar, Inc.
DECREASED10,29711,095-798-7%$1.7M$1.5M-$180.1K2026-10-21
Trust Co of Vermont
DECREASED10,19810,449-251-2%$1.6M$1.5M-$96.3K2026-10-21
McNaughton Wealth Management, LLC
INCREASED10,04310,042+1+0%$1.5M$1.5M-$57.1K2026-10-09
BAR Harbor Wealth Management
DECREASED9,96410,045-81-1%$1.5M$1.5M-$69.1K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED9,9559,833+122+1%$1.5M$1.5M-$38.1K2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED9,9199,686+233+2%$1.5M$1.5M-$21.0K2026-10-13
Winebrenner Capital Management LLC
INCREASED9,8539,710+143+1%$1.5M$1.4M-$34.4K2026-10-07
Golden State Wealth Management, LLC
INCREASED9,8049,424+380+4%$1.4M$1.4M+$1.9K2026-11-02
Avantax Planning Partners, Inc.
DECREASED9,74910,391-642-6%$1.6M$1.4M-$153.2K2026-11-03
Almanack Investment Partners, Llc.
DECREASED9,64210,789-1,147-11%$1.6M$1.4M-$229.6K2026-11-03
Parcion Private Wealth LLC
DECREASED9,5269,660-134-1%$1.5M$1.4M-$74.7K2026-10-28
Performa Ltd (US), LLC
UNCHANGED9,4559,45500%$1.4M$1.4M-$53.9K2026-11-05
Churchill Financial Advisors, LLC
DECREASED9,4419,523-82-1%$1.4M$1.4M-$66.3K2026-10-20
Palisade Asset Management, LLC
UNCHANGED9,1789,17800%$1.4M$1.3M-$52.3K2026-11-03
Hourglass Capital, LLC
DECREASED9,1659,455-290-3%$1.4M$1.3M-$96.4K2026-10-26
Sigma Planning Corp
DECREASED9,1589,536-378-4%$1.5M$1.3M-$111.5K2026-10-23
Globalt Investments LLC / GA
DECREASED9,1559,528-373-4%$1.4M$1.3M-$108.9K2026-10-27
Sovran Advisors, LLC
DECREASED9,1489,157-90%$1.5M$1.5M+$12.1K2026-11-02
Vise Technologies, Inc.
INCREASED9,0305,914+3,116+53%$900.0K$1.3M+$422.7K2026-10-29
MPS Loria Financial Planners, LLC
INCREASED9,0178,981+36+0%$1.4M$1.3M-$45.8K2026-10-14
Sage Mountain Advisors LLC
UNCHANGED8,9858,98500%$1.4M$1.3M-$51.2K2026-11-02
Verdence Capital Advisors LLC
DECREASED8,88310,493-1,610-15%$1.6M$1.3M-$295.6K2026-10-26
Ledyard National Bank
DECREASED8,8039,196-393-4%$1.4M$1.3M-$110.0K2026-10-21
High Net Worth Advisory Group LLC
INCREASED8,7918,784+7+0%$1.3M$1.3M-$49.0K2026-10-26
Ritholtz Wealth Management
INCREASED8,7616,252+2,509+40%$951.4K$1.3M+$331.9K2026-11-05
Destiny Capital Corp
DECREASED8,6759,168-493-5%$1.4M$1.3M-$124.4K2026-11-03
Weaver Consulting Group
DECREASED8,6488,657-90%$1.3M$1.3M-$50.7K2026-10-07
RFG Advisory, LLC
INCREASED8,3646,875+1,489+22%$1.0M$1.2M+$179.1K2026-11-03
NBH Bank
INCREASED8,3068,246+60+1%$1.3M$1.2M-$38.2K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED8,2687,644+624+8%$1.2M$1.2M+$43.4K2026-10-13
Howard Wealth Management, LLC
DECREASED8,2418,347-106-1%$1.3M$1.2M-$63.1K2026-10-28
Freedom Financial Partners LLC
DECREASED8,1418,461-320-4%$1.3M$1.2M-$95.2K2026-10-19
Jeppson Wealth Management, LLC
DECREASED8,1158,475-360-4%$1.3M$1.2M-$101.0K2026-10-20
Lodestar Private Asset Management LLC
DECREASED8,0139,184-1,171-13%$1.4M$1.2M-$223.8K2026-10-26
Harbour Trust & Investment Management Co
DECREASED8,0118,065-54-1%$1.2M$1.2M-$53.9K2026-10-28
Blue Fin Capital, Inc.
DECREASED7,9158,199-284-3%$1.2M$1.2M-$88.3K2026-10-28
Richwood Investment Advisors, LLC
DECREASED7,8688,048-180-2%$1.2M$1.2M-$72.2K2026-10-30
Patriot Investment Management Group, Inc.
UNCHANGED7,8407,84000%$1.2M$1.1M-$44.7K2026-10-15
Financial Management Network Inc
INCREASED7,7567,449+307+4%$1.2M$1.1M-$8.6K2026-10-09
Pinnacle Associates LTD
DECREASED7,7327,813-81-1%$1.2M$1.1M-$56.4K2026-10-20
American State Bank (Iowa)
UNCHANGED7,6907,69000%$1.2M$1.1M-$43.8K2026-11-03
Stackstone Wealth, LLC
NEW7,601—+7,601——$1.1M—2026-10-19
Roger Wittlin Investment Advisory, LLC
INCREASED7,4497,403+46+1%$1.1M$1.1M-$35.5K2026-10-19
PPS&V Asset Management Consultants, Inc.
UNCHANGED7,2997,29900%$1.1M$1.1M-$41.6K2026-10-06
IFP Advisors, Inc
DECREASED7,2987,726-428-6%$1.2M$1.1M-$106.7K2026-10-16
Flagstar Securities, Inc
INCREASED7,2777,081+196+3%$1.1M$1.1M-$11.6K2026-10-15
BIP Wealth, LLC
INCREASED7,1967,189+7+0%$1.1M$1.1M-$39.9K2026-10-22
Calamos Wealth Management LLC
DECREASED7,1197,575-456-6%$1.2M$1.0M-$110.0K2026-11-02
Reality Financial Planning Services, LLC
DECREASED7,0087,310-302-4%$1.1M$1.0M-$86.0K2026-11-03
Agate Pass Investment Management, LLC
DECREASED7,0037,293-290-4%$1.1M$1.0M-$84.1K2026-10-20
Forza Wealth Management, LLC
UNCHANGED7,0007,00000%$1.1M$1.0M-$39.9K2026-10-20
Compass Ion Advisors, LLC
DECREASED6,9077,035-128-2%$1.1M$1.0M-$58.9K2026-10-23
Parallel Advisors, LLC
INCREASED6,8826,831+51+1%$1.0M$1.0M-$31.5K2026-11-03
Forum Financial Management, LP
INCREASED6,7476,736+11+0%$1.0M$988.4K-$36.7K2026-10-16
RMR Wealth Builders
DECREASED6,7356,871-136-2%$1.0M$986.5K-$59.2K2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED6,7156,850-135-2%$1.0M$983.6K-$58.8K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED6,6936,592+101+2%$1.0M$980.4K-$22.7K2026-10-27
Norden Group LLC
UNCHANGED6,6756,67500%$1.0M$977.8K-$38.0K2026-10-20
Mather Group, Llc.
INCREASED6,6726,373+299+5%$969.8K$977.3K+$7.4K2026-10-14
Madrid Wealth Management, LLC
UNCHANGED6,6636,66300%$1.0M$976.0K-$38.0K2026-10-23
Armstrong Advisory Group, Inc
DECREASED6,6146,799-185-3%$1.0M$968.7K-$66.0K2026-10-09
AMG National Trust Bank
DECREASED6,5706,970-400-6%$1.1M$962.4K-$98.3K2026-11-05
Greenhouse Wealth Management, LLC
INCREASED6,5466,528+18+0%$995.6K$963.3K-$32.3K2026-10-20
Curbstone Financial Management Corp
DECREASED6,5007,050-550-8%$1.1M$952.1K-$120.7K2026-10-21
Kentucky Trust Co
DECREASED6,4586,500-42-1%$989.2K$946.0K-$43.2K2026-10-15
Laurel OAK Wealth Management, LLC
DECREASED6,3036,747-444-7%$1.0M$923.3K-$103.4K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED6,2185,984+234+4%$827.1K$912-$826.2K2026-11-04
HMV Wealth Advisors, LLC
UNCHANGED6,1946,19400%$942.6K$907.3K-$35.3K2026-10-27
Coastline Trust Co
DECREASED6,1888,748-2,560-29%$1.3M$906.4K-$424.9K2026-10-01
GEN Financial Management, Inc.
INCREASED6,1696,163+6+0%$937.9K$903.6K-$34.3K2026-10-13
Lake Street Private Wealth, LLC
DECREASED6,1216,150-290%$936.0K$896.5K-$39.5K2026-10-22
Signaturefd, LLC
DECREASED6,1176,455-338-5%$982.3K$896.0K-$86.2K2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED5,9785,97800%$909.7K$875.6K-$34.0K2026-11-03
Altus Wealth Group LLC
INCREASED5,9555,901+54+1%$898.0K$872.2K-$25.8K2026-10-20
Investment Management Trust, LLC
DECREASED5,9326,061-129-2%$922.3K$868.8K-$53.5K2026-11-05
Retirement Planning Group, LLC
DECREASED5,9196,752-833-12%$1.0M$867.1K-$160.5K2026-10-19
Nations Financial Group Inc,
DECREASED5,8606,206-346-6%$944.5K$858.5K-$86.0K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED5,8405,810+30+1%$884.2K$855.4K-$28.7K2026-10-29
Intrua Financial, LLC
DECREASED5,7385,975-237-4%$909.3K$840.5K-$68.8K2026-10-28
Peoples Bank
DECREASED5,5885,677-89-2%$863.9K$818.5K-$45.4K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED5,4975,480+17+0%$833.9K$805.2K-$28.7K2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED5,4515,388+63+1%$820.0K$798.5K-$21.5K2026-10-19
Trust Co of Toledo NA
DECREASED5,4185,558-140-3%$845.8K$793.6K-$52.2K2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED5,3405,330+10+0%$811.1K$782.2K-$28.9K2026-10-08
Krilogy Financial LLC
INCREASED5,2983,217+2,081+65%$489.5K$796.7K+$307.2K2026-10-13
Ehrlich Financial Group
DECREASED5,2715,290-190%$805.0K$772.1K-$32.9K2026-10-20
International Assets Investment Management, LLC
INCREASED5,2314,537+694+15%$694.2K$771.6K+$77.3K2026-11-02
Atticus Wealth Management, LLC
UNCHANGED5,1855,18500%$789.1K$759.5K-$29.6K2026-10-20
LexAurum Advisors, LLC
INCREASED5,1734,650+523+11%$707.7K$757.7K+$50.0K2026-10-19
Noesis Capital Mangement Corp
INCREASED5,1575,093+64+1%$775.1K$755.4K-$19.7K2026-10-26
Old National Bancorp
UNCHANGED5,1565,15600%$784.6K$755.3K-$29.4K2026-10-20
Saxon Interests, Inc.
DECREASED5,1385,383-245-5%$819.2K$752.6K-$66.6K2026-10-26
MKT Advisors LLC
DECREASED5,1225,156-34-1%$802.4K$765.1K-$37.3K2026-10-20
North Star Investment Management Corp.
UNCHANGED5,0635,06300%$770.5K$741.6K-$28.9K2026-10-27
Taylor Financial Group, Inc.
UNCHANGED5,0335,03300%$765.9K$737.2K-$28.7K2026-11-02
Decision Investments, Inc
DECREASED4,9675,047-80-2%$768.1K$727.6K-$40.5K2026-10-07
Cambridge Advisors Inc.
UNCHANGED4,9664,96600%$755.7K$727.4K-$28.3K2026-10-19
Joel Adams & Associates, Inc.
INCREASED4,9484,706+242+5%$716.1K$724.8K+$8.7K2026-11-02
Rossmore Private Capital
INCREASED4,9254,745+180+4%$722.1K$721.4K-$6802026-10-27
Bernardo Wealth Planning LLC
INCREASED4,9162,358+2,558+108%$358.8K$720.1K+$361.2K2026-10-23
Pension & Wealth Management Advisors, Inc.
DECREASED4,8994,932-33-1%$750.6K$717.6K-$32.9K2026-10-16
Ferguson Johnson Wealth Management Inc
UNCHANGED4,8874,88700%$743.0K$715.8K-$27.2K2026-11-05
Blue Trust, Inc.
INCREASED4,8014,666+135+3%$710.1K$703.4K-$6.8K2026-10-15
Hengehold Capital Management LLC
DECREASED4,7054,777-72-2%$727.0K$689.2K-$37.8K2026-10-16
Burns J W & Co Inc
INCREASED4,6994,698+1+0%$715.0K$688.3K-$26.7K2026-10-20
Accredited Investors Inc.
DECREASED4,6984,900-202-4%$745.7K$688.2K-$57.5K2026-11-03
AGF Management LTD
DECREASED4,6835,168-485-9%$786.5K$686.0K-$100.5K2026-11-03
Baker Tilly Wealth Management, LLC
UNCHANGED4,6834,68300%$712.6K$685.9K-$26.7K2026-10-05
Assetmark, Inc
INCREASED4,6683,738+930+25%$568.8K$683.8K+$115.0K2026-10-21
Triangle Securities Wealth Management
DECREASED4,6614,690-29-1%$713.7K$682.8K-$30.9K2026-10-14
Meridian Wealth Management, LLC
DECREASED4,6504,725-75-2%$719.0K$681.1K-$37.9K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED4,6374,63700%$705.7K$679.2K-$26.4K2026-10-27
Sageworth Trust Co
UNCHANGED4,6374,63700%$705.7K$679.2K-$26.4K2026-10-30
Sentinel Pension Advisors, LLC
INCREASED4,6084,597+11+0%$711.7K$674.9K-$36.8K2026-11-02
Cambridge Capital Management, LLC
DECREASED4,6065,067-461-9%$771.1K$674.7K-$96.3K2026-10-19
Appleton Partners Inc
DECREASED4,5904,640-50-1%$706.0K$672-$705.3K2026-10-30
Wedbush Securities Inc
DECREASED4,5555,722-1,167-20%$871.0K$667-$870.3K2026-10-22
71 West Capital Partners
UNCHANGED4,5364,53600%$690.3K$664.4K-$25.9K2026-11-04
Everhart Financial Group, Inc.
INCREASED4,5354,533+2+0%$689.8K$664.3K-$25.5K2026-10-08
Strategic Blueprint, LLC
DECREASED4,5134,543-30-1%$691.3K$661.1K-$30.2K2026-10-22
Beaumont Financial Advisors, LLC
INCREASED4,4944,490+4+0%$683.3K$658.4K-$25.0K2026-10-22
WealthBridge Capital Management, LLC
UNCHANGED4,4824,48200%$682.1K$656.5K-$25.5K2026-10-16
SRH Advisors, LLC
UNCHANGED4,4604,46000%$678.7K$653.3K-$25.4K2026-10-22
Parsons Capital Management Inc
DECREASED4,4404,590-150-3%$698.6K$650.4K-$48.1K2026-10-28
Signal Advisors Wealth, LLC
INCREASED4,4273,988+439+11%$607.0K$648.5K+$41.5K2026-10-13
Compound Planning, Inc.
DECREASED4,4144,432-180%$674.4K$646.5K-$27.9K2026-11-05
Wealth Advisory Solutions, LLC
DECREASED4,3984,399-10%$669.4K$644.2K-$25.2K2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED4,3824,38200%$666.9K$641.9K-$25.0K2026-10-28
Flaharty Asset Management, LLC
DECREASED4,35016,573-12,223-74%$2.6M$641.9K-$1.9M2026-11-02
Semitam Bonam LLC
DECREASED4,3306,090-1,760-29%$926.8K$634.2K-$292.6K2026-10-27
Uhlmann Price Securities, LLC
INCREASED4,3144,301+13+0%$654.6K$631.9K-$22.6K2026-11-03
Kwmg, LLC
DECREASED4,2484,284-36-1%$651.9K$622.2K-$29.7K2026-10-07
Certified Advisory Corp
DECREASED4,2434,279-36-1%$651.2K$621.6K-$29.6K2026-10-29
Phillips Financial Management, LLC
UNCHANGED4,2204,22000%$642.2K$618.1K-$24.1K2026-10-19
Sutton Place Investors LLC
UNCHANGED4,2174,21700%$641.7K$617.7K-$24.0K2026-10-20
Koshinski Asset Management, Inc.
DECREASED4,1864,213-27-1%$641.1K$613.1K-$28.0K2026-10-29
Sacks & Associates, LLC
UNCHANGED4,1294,12900%$640.0K$604.8K-$35.2K2026-10-09
Bond & Devick Financial Network, Inc.
DECREASED4,1284,207-79-2%$640.2K$604.7K-$35.6K2026-10-23
Csenge Advisory Group
INCREASED4,1114,105+6+0%$624.7K$602.2K-$22.4K2026-11-04
Harbor Asset Planning, Inc.
INCREASED4,0444,019+25+1%$611.7K$592.4K-$19.3K2026-10-23
Martin Capital Partners, LLC
INCREASED4,0433,937+106+3%$599.1K$592.2K-$6.9K2026-10-07
Serenity Investment Advisors
DECREASED4,0415,738-1,697-30%$907.1K$591.9K-$315.1K2026-10-30
Kaydan Wealth Management, Inc.
DECREASED4,0314,904-873-18%$746.3K$590.5K-$155.8K2026-10-08
Key FInancial Inc
UNCHANGED4,0294,02900%$613.1K$590.2K-$23.0K2026-11-02
ZWJ Investment Counsel Inc
UNCHANGED4,0144,01400%$610.9K$588.0K-$22.9K2026-10-15
Interchange Capital Partners, LLC
DECREASED4,0104,238-228-5%$644.9K$587.3K-$57.6K2026-10-28
Horst & Graben Wealth Management LLC
DECREASED4,0014,024-23-1%$615.8K$586.1K-$29.6K2026-11-02
Ashford Advisors, LLC
UNCHANGED4,0004,00000%$608.7K$585.9K-$22.8K2026-11-02
Berkeley, Inc
DECREASED3,9864,436-450-10%$675.1K$583.8K-$91.3K2026-10-20
Westco Advisory Services Inc
INCREASED3,9653,957+8+0%$602.2K$580.8K-$21.4K2026-10-14
Market Street Wealth Management Advisors LLC
UNCHANGED3,9533,95300%$601.6K$579.0K-$22.5K2026-10-09
MCF Advisors LLC
INCREASED3,8813,880+1+0%$590.5K$568.5K-$22.0K2026-10-28
Ellis Investment Partners, LLC
DECREASED3,8374,009-172-4%$610.2K$562.1K-$48.1K2026-10-21
Childress Capital Advisors, LLC
UNCHANGED3,8113,81100%$580.0K$558.2K-$21.7K2026-10-28
Valeo Financial Advisors, LLC
INCREASED3,8043,788+16+0%$576.5K$557.2K-$19.3K2026-10-08
Missouri Trust & Investment Co
UNCHANGED3,8003,80000%$589.0K$556.6K-$32.4K2026-11-04
Matrix Asset Advisors Inc
INCREASED3,7873,785+2+0%$576.0K$554.8K-$21.2K2026-10-13
Keybank National Association
DECREASED3,7846,017-2,233-37%$915.7K$554.3K-$361.4K2026-11-04
Indiana Trust & Investment Management Co
DECREASED3,7663,786-20-1%$576.2K$551.6K-$24.5K2026-10-22
TruNorth Capital Management, LLC
UNCHANGED3,7593,75900%$572.0K$550.6K-$21.4K2026-10-14
Private Trust Co NA
DECREASED3,7243,834-110-3%$583.5K$545.5K-$38.0K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED3,7223,721+1+0%$566.3K$545.1K-$21.2K2026-10-21
West Paces Advisors Inc.
UNCHANGED3,7023,70200%$563.4K$542.3K-$21.1K2026-10-13
Baugh & Associates, LLC
INCREASED3,6891,900+1,789+94%$289.2K$230.1K-$59.1K2026-10-16
Ullmann Wealth Partners Group, LLC
UNCHANGED3,6873,68700%$561.0K$540.0K-$21.0K2026-11-02
Ticino Wealth
DECREASED3,6613,986-325-8%$606.6K$536.3K-$70.3K2026-10-13
Dara Capital US, Inc.
UNCHANGED3,6603,66000%$557.0K$536.1K-$20.9K2026-10-29
Apella Capital, LLC
INCREASED3,6533,396+257+8%$528.5K$537.7K+$9.2K2026-10-08
New Hampshire Trust
DECREASED3,6433,793-150-4%$577.2K$533.6K-$43.6K2026-10-20
Jacobi Capital Management LLC
DECREASED3,6173,671-54-1%$558.7K$529.8K-$28.9K2026-11-05
Modera Wealth Management, LLC
DECREASED3,6083,762-154-4%$572.5K$528.4K-$44.0K2026-10-28
Fulton Bank, N.A.
UNCHANGED3,5893,58900%$546.2K$525.7K-$20.5K2026-10-14
Wealthcare Capital Partners, LLC
DECREASED3,5833,604-21-1%$548.5K$524.8K-$23.7K2026-10-21
SevenBridge Financial Group, LLC
DECREASED3,5654,979-1,414-28%$785.8K$556.5K-$229.3K2026-10-26
Stonebridge Financial Group, LLC
UNCHANGED3,5603,56000%$541.8K$521.5K-$20.3K2026-10-01
DDD Partners, LLC
DECREASED3,5333,916-383-10%$595.9K$517.5K-$78.4K2026-11-02
Oakworth Capital, Inc.
INCREASED3,4982,389+1,109+46%$363.6K$512.4K+$148.8K2026-10-26
SC&H Financial Advisors, Inc.
DECREASED3,4915,901-2,410-41%$898.0K$511.3K-$386.7K2026-10-14
Garner Asset Management Corp
UNCHANGED3,4913,49100%$531.3K$553.4K+$22.1K2026-10-30
Ascentis Wealth Management, LLC
DECREASED3,4783,498-20-1%$533.7K$510.7K-$23.0K2026-11-03
Emprise Bank
UNCHANGED3,4743,47400%$528.7K$508.9K-$19.8K2026-10-07
Rodgers & Associates, LTD
DECREASED3,4503,700-250-7%$563.1K$505.4K-$57.7K2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED3,4473,621-174-5%$551.0K$504.9K-$46.0K2026-10-19
Magnus Financial Group LLC
INCREASED3,4113,395+16+0%$516.6K$499.6K-$17.0K2026-10-21
Capital Asset Advisory Services LLC
INCREASED3,3873,376+11+0%$513.7K$541.7K+$28.0K2026-10-30
Genesis Private Wealth, LLC
DECREASED3,3563,540-184-5%$538.8K$491.7K-$47.1K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED3,3533,352+1+0%$510.1K$491.1K-$19.0K2026-10-16
Global Financial Private Client, LLC
UNCHANGED3,3443,34400%$508.9K$489.8K-$19.1K2026-10-15
Sound Income Strategies, LLC
INCREASED3,3253,113+212+7%$473.8K$496.6K+$22.8K2026-10-09
Selective Wealth Management, Inc.
DECREASED3,3243,369-45-1%$521.6K$511.8K-$9.7K2026-10-16
First National Trust Co
INCREASED3,3143,297+17+1%$501.7K$485.4K-$16.3K2026-10-28
SkyOak Wealth, LLC
UNCHANGED3,3083,30800%$503.4K$484.6K-$18.9K2026-10-28
Sawgrass Asset Management LLC
UNCHANGED3,2863,28600%$500.1K$481.3K-$18.7K2026-11-03
Quadcap Wealth Management, LLC
UNCHANGED3,2593,25900%$496.0K$477.4K-$18.6K2026-11-02
Values Added Financial LLC
UNCHANGED3,2523,25200%$494.9K$476.4K-$18.5K2026-10-28
Plante Moran Financial Advisors, LLC
INCREASED3,2352,995+240+8%$455.8K$473.9K+$18.1K2026-11-04
Private Management Group Inc
UNCHANGED3,2033,20300%$487.4K$469.2K-$18.3K2026-11-04
Gallacher Capital Management LLC
NEW3,201—+3,201——$468.9K—2026-10-30
Creekside Partners
DECREASED3,1923,313-121-4%$504.1K$467.5K-$36.6K2026-11-04
Advisory Solutions Group, LLC
INCREASED3,1831,517+1,666+110%$230.9K$466.3K+$235.4K2026-10-14
Baldwin Wealth Partners LLC
UNCHANGED3,1803,18000%$483.9K$465.8K-$18.1K2026-10-13
Harbor Investment Advisory, LLC
INCREASED3,176765+2,411+315%$116.4K$465.2K+$348.8K2026-10-13
Nixon Peabody Trust Co
NEW3,163—+3,163——$463.3K—2026-10-23
Lakewood Asset Management LLC
UNCHANGED3,1563,15600%$480.3K$462.3K-$18.0K2026-10-26
Fortitude Family Office, LLC
UNCHANGED3,1553,15500%$480.1K$462.1K-$18.0K2026-10-14
Woodmont Investment Counsel LLC
INCREASED3,1233,114+9+0%$473.8K$457.5K-$16.4K2026-10-29
Midwest Financial Group LLC
INCREASED3,1193,100+19+1%$471.7K$456.8K-$14.9K2026-10-15
Y-Intercept (Hong Kong) Ltd
DECREASED3,0979,888-6,791-69%$1.5M$453.6K-$1.1M2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED3,0733,07300%$467.6K$450.1K-$17.5K2026-10-27
Fiduciary Family Office, LLC
UNCHANGED3,0613,06100%$465.8K$448.4K-$17.4K2026-11-04
Mascagni Wealth Management, Inc.
UNCHANGED3,0423,04200%$462.9K$445.6K-$17.3K2026-10-23
YHB Investment Advisors, Inc.
DECREASED3,0393,049-100%$464.0K$445.2K-$18.8K2026-10-08
Dhjj Financial Advisors, Ltd.
UNCHANGED3,0373,03700%$462.2K$444.9K-$17.3K2026-10-23
Goldstein Advisors, LLC
UNCHANGED3,0343,03400%$461.7K$444.4K-$17.3K2026-10-15
Archer Investment Corp
DECREASED3,0293,031-20%$461.3K$443.7K-$17.5K2026-11-05
Beacon Bank & Trust
DECREASED3,0273,736-709-19%$568.5K$443.4K-$125.2K2026-10-27
LMG Wealth Partners, LLC
UNCHANGED3,0183,01800%$459.3K$442.1K-$17.2K2026-11-05
Welch Group, LLC
NEW3,009—+3,009——$440.8K—2026-10-29
Cullen T Bankers, Inc.
UNCHANGED2,9962,99600%$455.9K$438.9K-$17.1K2026-10-28
Duncker Streett & Co Inc
UNCHANGED2,9672,96700%$451.5K$434.5K-$16.9K2026-10-27
Principal Financial Group Inc
INCREASED2,9542,936+18+1%$446.8K$432.7K-$14.1K2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED2,9253,195-270-8%$486.2K$428.5K-$57.8K2026-11-04
Albion Financial Group
INCREASED2,9162,708+208+8%$412.1K$427.1K+$15.0K2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED2,9102,91000%$442.8K$426.3K-$16.6K2026-10-05
Acropolis Investment Management, LLC
UNCHANGED2,8852,88500%$439.0K$422.6K-$16.4K2026-10-08
Clear Trail Advisors, LLC
INCREASED2,8652,859+6+0%$435.1K$419.6K-$15.5K2026-10-20
Echo45 Advisors LLC
NEW2,859—+2,859——$418.8K—2026-10-07
Hardin Capital Partners, LLC
INCREASED2,8482,846+2+0%$434.5K$417.2K-$17.3K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED2,8342,825+9+0%$430.0K$415.1K-$14.9K2026-10-29
HUB Investment Partners, LLC
DECREASED2,8333,847-1,014-26%$585.5K$415.0K-$170.5K2026-11-03
Obermeyer Wealth Partners
UNCHANGED2,8302,83000%$430.7K$414.5K-$16.1K2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED2,8252,814+11+0%$428.2K$413.8K-$14.4K2026-10-20
My Personal CFO, LLC
NEW2,800—+2,800——$410.1K—2026-10-14
Allspring Global Investments Holdings, LLC
UNCHANGED2,7952,79500%$432.4K$412.3K-$20.1K2026-11-04
Lynx Investment Advisory
UNCHANGED2,7802,78000%$423.0K$407.2K-$15.8K2026-10-27
Gen-Wealth Partners Inc
UNCHANGED2,7572,75700%$419.6K$403.8K-$15.7K2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED2,7482,984-236-8%$454.1K$402.5K-$51.6K2026-10-05
Beacon Investment Advisory Services, Inc.
UNCHANGED2,7432,74300%$417.4K$401.8K-$15.6K2026-10-13
Revisor Wealth Management LLC
UNCHANGED2,7402,74000%$416.9K$424.8K+$7.9K2026-10-20
Realta Investment Advisors
DECREASED2,7353,442-707-21%$523.8K$400.6K-$123.2K2026-10-14
Ridgecrest Wealth Partners, LLC
UNCHANGED2,7242,72400%$414.5K$399.0K-$15.5K2026-10-19
Salem Investment Counselors Inc
UNCHANGED2,7202,72000%$413.9K$398.4K-$15.5K2026-10-13
Compass Financial Management LLC
DECREASED2,7182,767-49-2%$432.6K$398.1K-$34.5K2026-10-30
Provident Wealth Management, LLC
INCREASED2,7102,699+11+0%$410.8K$396.9K-$13.9K2026-10-20
Berkshire Money Management, Inc.
NEW2,701—+2,701——$395.6K—2026-10-21
S.E.E.D. Planning Group LLC
UNCHANGED2,6872,68700%$408.9K$393.6K-$15.3K2026-10-07
Pictet North America Advisors SA
UNCHANGED2,6822,68200%$408.1K$392.9K-$15.3K2026-10-21
Approach Retirement Advisors, LLC
INCREASED2,6812,680+1+0%$408.0K$392.7K-$15.2K2026-10-22
SBI Securities Co., Ltd.
INCREASED2,6642,635+29+1%$401.0K$390.2K-$10.8K2026-10-22
NTV Asset Management LLC
UNCHANGED2,6592,65900%$404.6K$389.5K-$15.2K2026-10-23
Delta Capital Management LLC
UNCHANGED2,6502,65000%$403$388-$152026-10-16
Gamma Investing LLC
DECREASED2,6412,660-19-1%$404.8K$386.9K-$17.9K2026-10-08
Resonant Capital Advisors, LLC
UNCHANGED2,6402,64000%$401.8K$386.7K-$15.0K2026-10-15
Clarity Wealth Advisors, LLC
DECREASED2,6302,976-346-12%$452.9K$385.3K-$67.7K2026-10-21
AdvisorNet Financial, Inc
DECREASED2,6143,109-495-16%$473.1K$397.4K-$75.7K2026-10-15
Aire Advisors, LLC
UNCHANGED2,6002,60000%$395.7K$380.8K-$14.8K2026-10-22
Tennessee Valley Asset Management Partners
UNCHANGED2,5912,59100%$394.3K$379.6K-$14.8K2026-11-03
KPP Advisory Services LLC
UNCHANGED2,5842,58400%$393.2K$378.5K-$14.7K2026-10-26
BXM Wealth LLC
UNCHANGED2,5702,57000%$391.1K$376.5K-$14.6K2026-11-03
Syntax Research, Inc.
INCREASED2,538500+2,038+408%$76.1K$371.8K+$295.7K2026-11-04
M Holdings Securities, Inc.
NEW2,537—+2,537——$408—2026-11-03
Philadelphia Trust Co
DECREASED2,5302,580-50-2%$393.0K$371-$392.6K2026-11-05
GHP Investment Advisors, Inc.
DECREASED2,5152,692-177-7%$409.6K$368.3K-$41.3K2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED2,5122,529-17-1%$385.0K$368.0K-$17.0K2026-10-30
Cross Staff Investments Inc
UNCHANGED2,4962,49600%$379.8K$365.6K-$14.2K2026-10-22
KFA Private Wealth Group, LLC
INCREASED2,4852,482+3+0%$377.7K$364.1K-$13.6K2026-10-07
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,4742,47400%$376.5K$362.4K-$14.1K2026-10-15
Hoffman, Alan N Investment Management
UNCHANGED2,4712,47100%$376.0K$362.0K-$14.1K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED2,4612,635-174-7%$401.0K$360.5K-$40.5K2026-10-30
Shepherd Street Advisors LLC
UNCHANGED2,4602,46000%$375.2K$366.6K-$8.5K2026-10-21
Harfst & Associates, Inc.
UNCHANGED2,4502,45000%$372.8K$358.9K-$14.0K2026-10-20
Friday Financial
INCREASED2,4471,902+545+29%$296.0K$360.9K+$64.9K2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED2,4382,346+92+4%$357.0K$357.1K+$682026-10-16
AlphaStar Capital Management, LLC
DECREASED2,4342,448-14-1%$372.5K$356.5K-$16.0K2026-10-16
Oak Asset Management, LLC
UNCHANGED2,4252,42500%$369.0K$355.2K-$13.8K2026-10-13
Apollon Financial, LLC
DECREASED2,4242,428-40%$369.5K$355.1K-$14.4K2026-10-23
LJI Wealth Management, LLC
DECREASED2,4193,500-1,081-31%$532.6K$354.3K-$178.3K2026-10-28
Princeton Global Asset Management LLC
DECREASED2,4192,703-284-11%$411.4K$354.4K-$57.0K2026-10-21
KOM Wealth Management Group, LLC
INCREASED2,4032,217+186+8%$337.3K$351.9K+$14.6K2026-10-15
Tctc Holdings, LLC
UNCHANGED2,3992,39900%$365.1K$351.4K-$13.7K2026-11-02
Veltria Advisors Corp.
UNCHANGED2,3912,39100%$363.9K$350.2K-$13.6K2026-11-05
Redwood Park Advisors LLC
INCREASED2,3842,382+2+0%$362.4K$349.1K-$13.3K2026-11-02
Kanawha Capital Management LLC
DECREASED2,3752,450-75-3%$372.8K$347.8K-$24.9K2026-10-19
Crusonia Wealth Advisors LLC
DECREASED2,3522,536-184-7%$385.9K$344.5K-$41.4K2026-10-26
First Heartland Consultants, Inc.
INCREASED2,3392,239+100+4%$340.8K$342.7K+$1.9K2026-10-08
City Holding Co
DECREASED2,3362,536-200-8%$385.9K$342.2K-$43.8K2026-10-19
West Bancorporation Inc
UNCHANGED2,3362,33600%$355.5K$342.2K-$13.3K2026-10-29
Titleist Asset Management, LLC
UNCHANGED2,3322,33200%$354.9K$341.6K-$13.3K2026-10-08
CGN Advisors LLC
INCREASED2,3272,323+4+0%$353.5K$340.8K-$12.7K2026-10-21
Intelligence Driven Advisers, LLC
INCREASED2,3252,311+14+1%$351.7K$340.5K-$11.2K2026-10-09
United Advisor Group, LLC
UNCHANGED2,3242,32400%$353.7K$340.5K-$13.2K2026-11-03
Greenspring Advisors, LLC
UNCHANGED2,3102,31000%$351.5K$338.4K-$13.2K2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED2,3072,310-30%$351.5K$337.9K-$13.6K2026-10-15
Tred Avon Family Wealth, LLC
NEW2,298—+2,298——$336.6K—2026-10-20
Cypress Wealth Services, LLC
INCREASED2,2982,294+4+0%$349.1K$340.9K-$8.2K2026-10-21
Mainstream Capital Management LLC
DECREASED2,2862,371-85-4%$360.8K$334.9K-$26.0K2026-10-23
Romano Brothers and Company
UNCHANGED2,2852,28500%$347.7K$334.7K-$13.0K2026-10-22
MidAtlantic Capital Management, Inc.
UNCHANGED2,2742,27400%$346.1K$333.1K-$13.0K2026-11-05
Davidson Trust Co
UNCHANGED2,2612,26100%$344.1K$331.2K-$12.9K2026-10-09
Andrews Advisory Associates, LLC
DECREASED2,2592,980-721-24%$453.4K$330.9K-$122.5K2026-10-15
Eagle Global Advisors LLC
INCREASED2,2561,891+365+19%$287.8K$330.5K+$42.7K2026-11-02
Hoge Financial Services, LLC
DECREASED2,2542,428-174-7%$369.5K$330.2K-$39.3K2026-11-05
PW Nova Financial Services LLC
DECREASED2,2483,073-825-27%$467.6K$329.3K-$138.3K2026-10-15
Benchmark Financial Wealth Advisors, LLC
NEW2,225—+2,225——$325.9K—2026-10-20
Lanark Financial, Inc.
DECREASED2,2032,274-71-3%$346.2K$322.7K-$23.5K2026-10-26
Narus Financial Partners, LLC
UNCHANGED2,2002,20000%$334.8K$322.3K-$12.5K2026-10-19
Entrust Financial LLC
INCREASED2,1852,184+1+0%$332.4K$320.1K-$12.3K2026-11-04
Chemung Canal Trust Co
UNCHANGED2,1842,18400%$332.4K$319.9K-$12.4K2026-11-04
Financially Speaking Inc
DECREASED2,1693,082-913-30%$449.8K$317.7K-$132.1K2026-11-05
Asset Dedication, LLC
DECREASED2,1692,201-32-1%$334.9K$317.8K-$17.2K2026-11-03
Harbor Group, Inc.
DECREASED2,1622,684-522-19%$408.5K$316.7K-$91.8K2026-10-14
Gainplan LLC
UNCHANGED2,1392,13900%$325.5K$313.3K-$12.2K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED2,1362,171-35-2%$330.4K$312.9K-$17.5K2026-10-13
MTM Investment Management, LLC
INCREASED2,1321,743+389+22%$265.3K$312.3K+$47.0K2026-10-30
Lodestone Wealth Management LLC
INCREASED2,1242,119+5+0%$322.5K$311.1K-$11.4K2026-10-14
Plancorp, LLC
INCREASED2,1212,088+33+2%$322.7K$340.9K+$18.2K2026-11-03
First Citizens Bank & Trust Co
DECREASED2,1022,297-195-8%$349.6K$307.9K-$41.7K2026-10-14
Clifford Swan Investment Counsel LLC
INCREASED2,1011,948+153+8%$296.4K$307.8K+$11.3K2026-11-05
Leo Wealth, LLC
NEW2,097—+2,097——$307.2K—2026-10-26
Cap Partners, LLC
UNCHANGED2,0752,07500%$315.8K$303.9K-$11.8K2026-10-19
15 Wealth Advisors LLC
NEW2,070—+2,070——$303.1K—2026-10-14
Avant Financial Advisors LLC
UNCHANGED2,0652,06500%$314.3K$302.5K-$11.8K2026-11-02
Ascentis Independent Advisors
NEW2,057—+2,057——$301.3K—2026-11-03
Pittenger & Anderson Inc
UNCHANGED2,0562,05600%$312.9K$301.2K-$11.7K2026-11-02
OFS Enterprise LLC
UNCHANGED2,0172,01700%$306.9K$295.5K-$11.5K2026-10-16
Cascade Investment Group, Inc.
UNCHANGED2,0132,01300%$306.3K$294.9K-$11.5K2026-10-13
Ellsworth Advisors, LLC
UNCHANGED2,0122,01200%$306.9K$294.7K-$12.1K2026-10-15
Factor Wealth Management LTD
DECREASED2,0002,180-180-8%$331.8K$293.0K-$38.8K2026-10-08
Thompson Investment Management, Inc.
UNCHANGED2,0002,00000%$304.4K$293.0K-$11.4K2026-10-14
Traphagen Investment Advisors LLC
UNCHANGED1,9991,99900%$304.2K$292.8K-$11.4K2026-10-14
Formidable Asset Management, LLC
UNCHANGED1,9911,99100%$290.6K$303.0K+$12.4K2026-11-03
SAX Wealth Advisors, LLC
DECREASED1,9552,006-51-3%$292.8K$286.4K-$6.4K2026-10-13
Family Legacy, Inc.
UNCHANGED1,9401,94000%$295.2K$284.2K-$11.1K2026-10-13
Bay Capital Advisors, LLC
UNCHANGED1,9371,93700%$294.7K$283.7K-$11.0K2026-10-16
EPG Wealth Management LLC
DECREASED1,9362,116-180-9%$322.1K$283.5K-$38.6K2026-11-03
Community Bank & Trust, Waco, Texas
UNCHANGED1,9181,91800%$292.0K$281-$291.7K2026-10-19
WoodTrust Financial Corp
UNCHANGED1,8941,89400%$288.0K$277-$287.7K2026-10-09
Thrive Wealth Management, LLC
UNCHANGED1,8881,88800%$287.4K$276.6K-$10.8K2026-10-13
Pinnacle Wealth Management Group, Inc.
UNCHANGED1,8831,88300%$286.6K$275.8K-$10.7K2026-10-15
Summit Wealth Group LLC / Co
INCREASED1,8791,862+17+1%$283.4K$275.3K-$8.1K2026-10-29
PCG Asset Management, LLC
NEW1,868—+1,868——$273.6K—2026-11-05
Western Reserve Capital Management, LLC
UNCHANGED1,8681,86800%$284.3K$273.6K-$10.6K2026-10-14
Elmwood Wealth Management, Inc.
UNCHANGED1,8641,86400%$283.7K$273.1K-$10.6K2026-10-14
Straight Path Wealth Management
DECREASED1,8631,878-15-1%$285.9K$272.9K-$13.0K2026-10-23
James Investment Research, Inc.
DECREASED1,8591,985-126-6%$302.1K$272.3K-$29.8K2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED1,8441,84400%$280.6K$270.1K-$10.5K2026-10-22
Fagan Associates, Inc.
DECREASED1,8271,877-50-3%$285.6K$267.6K-$18.0K2026-10-13
Kathmere Capital Management, LLC
INCREASED1,8241,599+225+14%$243.3K$267.2K+$23.8K2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED1,8221,82200%$277.3K$266.9K-$10.4K2026-10-14
Financial Partners Group, Inc
INCREASED1,8191,818+1+0%$276.6K$266.4K-$10.2K2026-10-19
Worth Asset Management, LLC
UNCHANGED1,8191,81900%$276.8K$266.4K-$10.4K2026-10-07
Quaker Wealth Management, LLC
UNCHANGED1,8111,81100%$275.6K$265.3K-$10.3K2026-10-22
Center For Asset Management LLC
UNCHANGED1,8101,81000%$275.4K$265.1K-$10.3K2026-10-16
American National Bank & Trust
UNCHANGED1,8061,80600%$274.8K$264.5K-$10.3K2026-10-07
Caldwell Trust Co
UNCHANGED1,8041,80400%$274.5K$264.3K-$10.3K2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED1,7911,789+2+0%$272.2K$262.3K-$9.9K2026-10-26
Foster Group, Inc.
DECREASED1,7841,804-20-1%$274.5K$261.3K-$13.2K2026-10-13
Patten & Patten Inc
DECREASED1,7821,882-100-5%$286.4K$261.0K-$25.4K2026-10-26
Premier Path Wealth Partners, LLC
DECREASED1,7691,773-40%$269.9K$259.1K-$10.8K2026-10-16
LS Investment Advisors, LLC
DECREASED1,7553,705-1,950-53%$563.8K$257.1K-$306.8K2026-10-13
Bison Wealth, LLC
UNCHANGED1,7541,75400%$271.8K$263.8K-$8.1K2026-10-13
One Way Holdings LLC
UNCHANGED1,7531,75300%$266.8K$256.8K-$10.0K2026-10-29
Asset One Wealth Management LLC
UNCHANGED1,7471,74700%$266.4K$255.9K-$10.5K2026-11-02
Smith Salley Wealth Management
INCREASED1,7371,717+20+1%$261.3K$254.4K-$6.9K2026-11-03
Brandywine OAK Private Wealth LLC
DECREASED1,7221,739-17-1%$264.6K$252.2K-$12.4K2026-10-23
Cypress Capital Group
UNCHANGED1,6851,68500%$256.4K$246.8K-$9.6K2026-11-03
55 North Private Wealth, LLC
DECREASED1,6821,755-73-4%$267.1K$246.4K-$20.7K2026-10-20
Walkner Condon Financial Advisors LLC
UNCHANGED1,6791,67900%$255.5K$245.9K-$9.6K2026-11-02
Equitable Trust Co
DECREASED1,6782,078-400-19%$316.2K$245.8K-$70.4K2026-10-13
Fiduciary Alliance LLC
DECREASED1,6741,814-140-8%$276.1K$245.2K-$30.9K2026-10-13
Visionary Horizons, LLC
DECREASED1,6702,066-396-19%$314.4K$244.7K-$69.7K2026-10-22
Clear Harbor Asset Management, LLC
NEW1,653—+1,653——$242.2K—2026-11-05
Busey Bank
DECREASED1,6341,664-30-2%$253.2K$239.3K-$13.9K2026-10-26
Trilogy Capital Inc.
UNCHANGED1,6291,62900%$247.9K$238.6K-$9.3K2026-10-20
Selby Wealth Management, LLC
UNCHANGED1,6251,62500%$247.3K$238.0K-$9.3K2026-10-16
Quadrant Capital Group LLC
UNCHANGED1,6201,62000%$246.5K$244.4K-$2.1K2026-10-20
Beese Fulmer Investment Management, Inc.
DECREASED1,6162,016-400-20%$306.8K$236.7K-$70.1K2026-10-23
Financial Insights, Inc.
DECREASED1,6141,714-100-6%$260.8K$236.4K-$24.4K2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED1,6131,619-60%$246.4K$236.3K-$10.1K2026-10-13
Core Wealth Management, Inc.
UNCHANGED1,6061,60600%$244.4K$235.2K-$9.2K2026-10-22
Xcel Wealth Management, LLC
DECREASED1,6041,639-35-2%$249.4K$235.0K-$14.5K2026-10-26
Future Financial Wealth Managment LLC
UNCHANGED1,6001,60000%$246.3K$234.4K-$11.9K2026-10-15
Strata Wealth Advisors, LLC
UNCHANGED1,6001,60000%$243.5K$234.4K-$9.1K2026-10-16
King Luther Capital Management Corp
DECREASED1,5991,635-36-2%$248.8K$234.2K-$14.6K2026-11-05
Accurate Wealth Management, LLC
DECREASED1,5931,753-160-9%$270.6K$240.3K-$30.3K2026-10-20
Bailard, Inc.
UNCHANGED1,5931,59300%$242.4K$233.3K-$9.1K2026-10-13
Venture Visionary Partners LLC
DECREASED1,5761,674-98-6%$254.8K$230.9K-$23.9K2026-10-07
Wilkins Miller Wealth Management, LLC
DECREASED1,5671,591-24-2%$242.1K$229.5K-$12.6K2026-10-13
Capital Squared Financial LLC
INCREASED1,5661,556+10+1%$236.8K$229.3K-$7.5K2026-10-30
Augustine Asset Management Inc
UNCHANGED1,5621,56200%$237.7K$228.8K-$8.9K2026-10-13
Diversified Enterprises, LLC
UNCHANGED1,5511,55100%$236.0K$227.2K-$8.8K2026-10-19
Tritonpoint Wealth, LLC
UNCHANGED1,5511,55100%$236.1K$227.2K-$8.8K2026-10-19
Summit Asset Management, LLC
INCREASED1,5501,475+75+5%$224.5K$227.0K+$2.6K2026-11-05
Nadler Financial Group, Inc.
DECREASED1,5352,058-523-25%$313.2K$224.8K-$88.3K2026-10-23
Woodard & Co Asset Management Group Inc
UNCHANGED1,5251,52500%$232.1K$223.4K-$8.7K2026-11-03
Whalen Wealth Management Inc.
NEW1,517—+1,517——$222.2K—2026-10-08
Wealth Effects LLC
UNCHANGED1,5101,51000%$229.8K$221.2K-$8.6K2026-10-23
Diversified Portfolios, Inc.
NEW1,505—+1,505——$220.5K—2026-11-04
Brookstone Capital Management
DECREASED1,5051,541-36-2%$234.6K$220.5K-$14.1K2026-10-22
ICW Investment Advisors LLC
INCREASED1,5021,493+9+1%$227.2K$220.1K-$7.2K2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED1,5001,50000%$228.3K$219.7K-$8.6K2026-10-21
True Link Financial Advisors, LLC
UNCHANGED1,5001,50000%$228.3K$219.7K-$8.6K2026-10-27
Covenant Asset Management, LLC
UNCHANGED1,4981,49800%$228.0K$219.4K-$8.5K2026-10-14
Shoker Investment Counsel, Inc.
INCREASED1,4941,490+4+0%$226.9K$218.9K-$8.0K2026-11-04
Strategy Asset Managers LLC
NEW1,492—+1,492——$218.6K—2026-10-14
Gradient Investments LLC
NEW1,488—+1,488——$218.0K—2026-10-08
Global Wealth Management, LLC
INCREASED1,4871,478+9+1%$225.0K$217.8K-$7.2K2026-10-15
Bangor Savings Bank
UNCHANGED1,4811,48100%$225.4K$216.9K-$8.4K2026-10-06
Warwick Investment Management, Inc.
INCREASED1,4801,435+45+3%$218.4K$216.8K-$1.6K2026-10-19
Wrenne Financial Planning LLC
UNCHANGED1,4801,48000%$225.2K$216.8K-$8.4K2026-10-30
Oxler Private Wealth LLC
UNCHANGED1,4601,46000%$222.1K$213.8K-$8.3K2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED1,4582,923-1,465-50%$444.8K$213.6K-$231.3K2026-10-26
Fjell Capital, LLC
NEW1,450—+1,450——$212.4K—2026-10-13
Convergence Financial, LLC
NEW1,445—+1,445——$211.7K—2026-10-27
Hopwood Financial Services, Inc.
UNCHANGED1,4401,44000%$219.1K$210.9K-$8.2K2026-10-29
TCI Wealth Advisors, Inc.
NEW1,432—+1,432——$209.8K—2026-10-30
Bensler, LLC
INCREASED1,4181,410+8+1%$214.6K$207.7K-$6.9K2026-11-05
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED1,4181,41800%$215.8K$207.7K-$8.1K2026-10-15
Versant Capital Management, Inc
UNCHANGED1,4111,41100%$214.7K$206.7K-$8.0K2026-10-02
Millennium Capital Advisors, LLC
UNCHANGED1,4081,40800%$214.3K$206.2K-$8.0K2026-10-16
Beacon Financial Advisory LLC
UNCHANGED1,4001,40000%$213.1K$205.1K-$8.0K2026-10-16
Fermata Advisors, LLC
UNCHANGED1,3991,39900%$212.9K$204.9K-$8.0K2026-10-13
Center for Financial Planning, Inc.
DECREASED1,3891,603-214-13%$243.9K$203.5K-$40.5K2026-10-26
Ejmk Ventures LLC
NEW1,379—+1,379——$202.0K—2026-10-21
Marion Wealth Management
INCREASED1,3761,371+5+0%$208.6K$201.5K-$7.1K2026-10-22
Advisor OS, LLC
NEW1,369—+1,369——$200.6K—2026-11-03
Global Trust Asset Management, LLC
DECREASED1,3541,355-10%$206.2K$198.3K-$7.9K2026-10-19
Hanson & Doremus Investment Management
INCREASED1,3521,345+7+1%$205.0K$198-$204.8K2026-10-16
Kraft, Davis & Associates, LLC
UNCHANGED1,3511,35100%$207.8K$208.4K+$5732026-10-21
Godsey & Gibb, Inc
INCREASED1,3481,343+5+0%$204.4K$197.4K-$7.0K2026-10-14
Yankcom Partnership
DECREASED1,3421,375-33-2%$209.2K$196.6K-$12.7K2026-10-15
Adirondack Trust Co
UNCHANGED1,3421,34200%$204.2K$196.6K-$7.6K2026-10-14
Tsfg, LLC
DECREASED1,3363,404-2,068-61%$518.0K$196-$517.8K2026-10-23
Hurley Capital, LLC
INCREASED1,2441,239+5+0%$188.5K$182.2K-$6.3K2026-11-05
John A. Wolfe & Associates, Inc.
UNCHANGED1,2401,24000%$188.7K$181.6K-$7.1K2026-11-06
Tompkins Financial Corp
UNCHANGED1,1521,15200%$175.3K$168.7K-$6.6K2026-10-05
Pinnacle Bancorp, Inc.
UNCHANGED1,1111,11100%$169.1K$162.7K-$6.3K2026-10-21
United Community Bank
UNCHANGED1,1001,10000%$167.4K$161.1K-$6.3K2026-10-28
CoreCap Advisors, LLC
DECREASED1,0881,124-36-3%$171.0K$159.4K-$11.6K2026-10-08
Provenance Wealth Advisors, LLC
NEW1,074—+1,074——$157.3K—2026-10-30
Meriwether Wealth & Planning, LLC
NEW967—+967——$141.6K—2026-10-13
Nvwm, LLC
DECREASED965969-40%$147.5K$141.4K-$6.1K2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED901940-39-4%$143.0K$131.9K-$11.1K2026-10-19
Horizons Wealth Management
NEW850—+850——$124.5K—2026-10-05
Compass Wealth Management LLC
NEW826—+826——$121.0K—2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED80780700%$122.8K$118.2K-$4.6K2026-10-16
Citizens National Bank Trust Department
UNCHANGED76876800%$116.9K$112.5K-$4.4K2026-11-04
Main Street Group, LTD
INCREASED754632+122+19%$96.2K$110.4K+$14.3K2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED74974900%$113.9K$109.7K-$4.3K2026-10-16
Hughes Financial Services, LLC
UNCHANGED74574500%$113.4K$119.3K+$6.0K2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED74374300%$113.1K$108.8K-$4.2K2026-10-22
Root Financial Partners, LLC
NEW731—+731——$107.1K—2026-10-21
Activest Wealth Management
UNCHANGED72872800%$110.8K$106.6K-$4.2K2026-10-15
Wagner Wealth Management, LLC
UNCHANGED71671600%$109.0K$104.9K-$4.1K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED70670600%$107.4K$103.4K-$4.0K2026-10-07
Biltmore Family Office, LLC
UNCHANGED69069000%$105.0K$101.1K-$3.9K2026-11-03
Hilltop National Bank
UNCHANGED67767700%$103.0K$99.2K-$3.9K2026-10-14
Blueline Advisors LLC
UNCHANGED64864800%$98.6K$94.9K-$3.7K2026-10-15
Peterson Wealth Management
INCREASED627623+4+1%$94.8K$91.8K-$3.0K2026-11-06
Ares Financial Consulting, LLC
INCREASED624620+4+1%$94.4K$91.4K-$3.0K2026-10-19
Peck Wealth Management, LLC
UNCHANGED60060000%$91.3K$87.9K-$3.4K2026-10-29
Burk Holdings LLC
UNCHANGED58658600%$89.2K$85.8K-$3.3K2026-11-05
Grove Bank & Trust
UNCHANGED58258200%$88.6K$85.3K-$3.3K2026-10-08
SYM Financial Corp
DECREASED553573-20-3%$87.2K$81.0K-$6.2K2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED54554500%$82.9K$79.8K-$3.1K2026-10-20
StrongBox Wealth, LLC
UNCHANGED54054000%$82.2K$79.1K-$3.1K2026-11-02
Sima Wealth Partners, LLC
UNCHANGED53753700%$81.7K$78.7K-$3.1K2026-10-19
Nfsg Corp
DECREASED536587-51-9%$89.3K$78.5K-$10.8K2026-10-15
Valley National Advisers Inc
UNCHANGED52952900%$80.5K$77.5K-$3.0K2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED518586-68-12%$89.1K$75.9K-$13.3K2026-10-26
Piscataqua Savings Bank
UNCHANGED51551500%$78.4K$75.4K-$2.9K2026-10-21
Hilton Head Capital Partners, LLC
UNCHANGED50550500%$76.9K$74.0K-$2.9K2026-10-23
Vima LLC
UNCHANGED45545500%$69.2K$66.6K-$2.6K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED44644600%$68.0K$65-$67.9K2026-10-14
First Bancorp, Inc
UNCHANGED44544500%$67.7K$65.2K-$2.5K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW442—+442——$64.7K—2026-11-05
Mcdonald Partners LLC
INCREASED440250+190+76%$38.0K$64.5K+$26.4K2026-11-03
Contravisory Investment Management, Inc.
NEW431—+431——$63.1K—2026-10-13
Key Capital Management, Inc
UNCHANGED41841800%$63.6K$61.2K-$2.4K2026-11-03
Louisbourg Investments Inc.
DECREASED415460-45-10%$70.0K$60.8K-$9.2K2026-10-20
Financial Perspectives, Inc
INCREASED408406+2+0%$61.7K$59.8K-$1.9K2026-11-03
Evolution Wealth Management Inc.
DECREASED404470-66-14%$71.5K$59.2K-$12.3K2026-10-28
Eastern Bank
UNCHANGED38238200%$58.1K$56.0K-$2.2K2026-10-05
Avion Wealth
INCREASED373248+125+50%$37$54+$172026-11-04
Beacon Financial Strategies Corp
UNCHANGED37037000%$56.3K$54.2K-$2.1K2026-10-14
Capital Investment Counsel, Inc
UNCHANGED37037000%$56.3K$54.2K-$2.1K2026-10-20
Arlington Trust Co LLC
NEW359—+359——$52.6K—2026-10-20
United Financial Planning Group LLC
UNCHANGED35535500%$54.0K$52.0K-$2.0K2026-11-04
Morling Financial Advisors, LLC
UNCHANGED35335300%$53.7K$51.7K-$2.0K2026-10-28
Latitude Advisors, LLC
NEW348—+348——$51.0K—2026-10-27
City State Bank
DECREASED348358-10-3%$54.5K$51.0K-$3.5K2026-10-20
Bare Financial Services, Inc
UNCHANGED34234200%$52.0K$50.1K-$2.0K2026-11-04
Nemes Rush Group LLC
INCREASED339338+1+0%$51.4K$49.6K-$1.8K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED31531500%$47.9K$46.1K-$1.8K2026-10-27
West Financial Advisors, LLC
UNCHANGED29429400%$44.7K$43.1K-$1.7K2026-10-22
Simplex Trading, LLC
NEW285—+285——$41.7K—2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED27827800%$42.3K$40.7K-$1.6K2026-10-05
Clark Wealth Partners
INCREASED260258+2+1%$39.3K$38.1K-$1.2K2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED25925900%$39.4K$37.9K-$1.5K2026-10-27
Evermay Wealth Management LLC
DECREASED257352-95-27%$53.6K$37.6K-$15.9K2026-11-05
UMB Private Wealth Management, LLC
NEW242—+242——$35.4K—2026-10-19
Noble Wealth Management PBC
UNCHANGED24124100%$36.7K$35.3K-$1.4K2026-10-01
Friedenthal Financial
UNCHANGED24024000%$36.5K$35.2K-$1.4K2026-10-27
Ashurst Perkins Coie Trust Co
UNCHANGED22522500%$34.2K$33.0K-$1.3K2026-10-15
Tower View Wealth Management LLC
INCREASED219218+1+0%$33.2K$32.1K-$1.0K2026-10-23
Gables Capital Management Inc.
UNCHANGED21521500%$32.7K$31.5K-$1.2K2026-11-04
Abound Wealth Management
INCREASED213151+62+41%$23.0K$31.3K+$8.3K2026-10-26
Foresight Capital Management Advisors, Inc.
NEW204—+204——$29.9K—2026-10-27
Atwood & Palmer Inc
UNCHANGED20020000%$30.4K$29.3K-$1.1K2026-10-08
Markowski Investments
INCREASED188187+1+1%$28.5K$27.5K-$9882026-10-30
Pflug Koory, LLC
UNCHANGED18518500%$28.2K$27.1K-$1.1K2026-10-26
American Capital Advisory, LLC
UNCHANGED18018000%$27.4K$26.4K-$1.0K2026-10-28
Creative Financial Designs Inc
UNCHANGED17817800%$27.1K$26.1K-$1.0K2026-11-04
Flagship Wealth Advisors, LLC
DECREASED175203-28-14%$30.9K$25.6K-$5.3K2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED17117100%$26.0K$25.0K-$9752026-10-16
James T. Borello RIA
UNCHANGED16116100%$24.5K$23.6K-$9182026-10-16
Bayban
UNCHANGED15815800%$24.0K$24.0K$02026-11-05
Birch Financial Group, LLC
NEW154—+154——$22.6K—2026-10-27
First United Bank & Trust
UNCHANGED15015000%$22.8K$22.0K-$8552026-10-22
High Point Wealth Management, LLC
UNCHANGED15015000%$22.8K$22.0K-$8552026-11-05
Signature Equity Partners, LLC
UNCHANGED15015000%$22.8K$22.0K-$8552026-10-29
Nova Financial LLC
NEW147—+147——$21.5K—2026-11-04
NorthAvenue LLC
UNCHANGED13413400%$20.4K$19.6K-$7642026-10-29
Quintet Private Bank (Europe) S.A.
INCREASED12663+63+100%$9.6K$18.5K+$8.9K2026-10-08
Insight Inv LLC
UNCHANGED12612600%$19.2K$18.5K-$7192026-10-27
Creative Capital Management Investments LLC
NEW119—+119——$17.4K—2026-10-28
Downshift Financial, LLC
NEW119—+119——$17.4K—2026-10-13
Foster Dykema Cabot & Partners, LLC
UNCHANGED11511500%$17.4K$16.9K-$5492026-10-30
Register Financial Advisors LLC
UNCHANGED11011000%$16.7K$16.2K-$5892026-10-23
Kelleher Financial Advisors
DECREASED105210-105-50%$32.0K$15.4K-$16.6K2026-10-30
Bear Mountain Capital, Inc.
INCREASED105104+1+1%$15.9K$16.2K+$3082026-11-04
Moisand Fitzgerald Tamayo, LLC
NEW100—+100——$14.6K—2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED10010000%$15.2K$14.6K-$5702026-10-28
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED10010000%$15.2K$14.6K-$5702026-10-28
RMG Wealth Management LLC
UNCHANGED10010000%$15.8K$15.9K+$1322026-10-26
Heritage Family Offices, LLP
NEW87—+87——$12.7K—2026-11-02
William Mack & Associates, Inc.
NEW84—+84——$12.3K—2026-10-27
Kingdom Financial Group Llc.
NEW80—+80——$11.8K—2026-11-04
Fiduciary Advisors, Inc.
UNCHANGED727200%$11.0K$10.5K-$4102026-10-16
Mascoma Wealth Management LLC
UNCHANGED727200%$11.0K$10.5K-$4102026-10-23
Elevation Wealth Partners, LLC
UNCHANGED696900%$10.5K$10.1K-$3932026-10-07
Laurel Wealth Advisors LLC
NEW67—+67——$9.8K—2026-10-27
Sarver Vrooman Wealth Advisors
UNCHANGED646400%$9.9K$9.4K-$4732026-10-01
Triumph Capital Management
UNCHANGED646400%$9.7K$9.4K-$3652026-10-14
Prudent Man Investment Management, Inc.
UNCHANGED636300%$8.8K$9.2K+$4612026-11-03
Financial Consulate, Inc
UNCHANGED626200%$9.4K$9.1K-$3542026-10-23
Barrett & Company, Inc.
NEW57—+57——$8.4K—2026-10-22
Birchwood Financial Partners, Inc.
INCREASED5150+1+2%$7.7K$7.4K-$2412026-11-02
Bank & Trust Co
UNCHANGED505000%$7.6K$7.3K-$2852026-10-07
Planning Strategies Inc.
DECREASED4748-1-2%$7.3K$6.9K-$4202026-10-02
Toth Financial Advisory Corp
DECREASED4050-10-20%$7.6K$5.9K-$1.7K2026-10-08
West Branch Capital LLC
UNCHANGED404000%$6.1K$5.9K-$2282026-10-20
First Pacific Financial
NEW38—+38——$5.6K—2026-10-14
Richardson Capital Management LLC
UNCHANGED343400%$5.2K$5.0K-$1942026-10-23
DecisionPoint Financial, LLC
UNCHANGED303000%$4.6K$4.4K-$1662026-10-27
TFC Financial Management, Inc.
UNCHANGED262600%$4.0K$3.8K-$1482026-10-26
1620 Investment Advisors, Inc.
DECREASED1922-3-14%$3.3K$2.8K-$5652026-11-04
Central Pacific Bank - Trust Division
UNCHANGED181800%$2.7K$2.6K-$1022026-10-06
High Note Wealth, LLC
UNCHANGED171700%$2.6K$2.5K-$812026-10-27
MV Capital Management, Inc.
DECREASED15173-158-91%$26.3K$2.2K-$24.1K2026-10-29
Chilton Capital Management LLC
UNCHANGED121200%$1.8K$1.8K-$692026-10-28
True Private Wealth Advisors
CLOSED012,065-12,065-100%$1.8M$0-$1.8M2026-10-19
Seamount Financial Group Inc
CLOSED07,845-7,845-100%$1.2M$0-$1.2M2026-10-21
One Day In July LLC
CLOSED04,932-4,932-100%$750.5K$0-$750.5K2026-10-30
Central Valley Advisors, LLC
CLOSED03,939-3,939-100%$599.5K$0-$599.5K2026-10-27
Confluence Wealth Services, Inc.
CLOSED03,274-3,274-100%$498.2K$0-$498.2K2026-11-05
Sowell Financial Services LLC
CLOSED02,718-2,718-100%$413.6K$0-$413.6K2026-10-23
Howland Capital Management LLC
CLOSED02,437-2,437-100%$370.8K$0-$370.8K2026-10-22
LongView Wealth Management
CLOSED01,815-1,815-100%$276.2K$0-$276.2K2026-10-19
Essex Bank
CLOSED01,625-1,625-100%$247.3K$0-$247.3K2026-10-16
Sage Investment Advisers LLC
CLOSED01,604-1,604-100%$244.1K$0-$244.1K2026-10-21
RFG - Bristol Wealth Advisors, LLC
CLOSED01,592-1,592-100%$242.3K$0-$242.3K2026-10-09
Procyon Advisors, LLC
CLOSED01,577-1,577-100%$240.1K$0-$240.1K2026-10-21
TritonPoint Partners, LLC
CLOSED01,551-1,551-100%$236.1K$0-$236.1K2026-11-05
Diesslin Group, Inc.
CLOSED01,490-1,490-100%$226.7K$0-$226.7K2026-10-14
Old North State Wealth Management, LLC
CLOSED01,408-1,408-100%$214.7K$0-$214.7K2026-10-22
Transcendent Capital Group LLC
CLOSED01,380-1,380-100%$210.0K$0-$210.0K2026-10-28
Total Wealth Planning & Management, Inc.
CLOSED01,364-1,364-100%$207.6K$0-$207.6K2026-10-23
Guyasuta Investment Advisors Inc
CLOSED01,364-1,364-100%$207.6K$0-$207.6K2026-10-15
Welch Financial Planning, LLC
CLOSED01,355-1,355-100%$206.2K$0-$206.2K2026-11-06
Dutch Asset Corp
CLOSED01,350-1,350-100%$205.4K$0-$205.4K2026-10-20
180 Wealth Advisors, LLC
CLOSED01,343-1,343-100%$204.4K$0-$204.4K2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED01,338-1,338-100%$203.6K$0-$203.6K2026-11-04
Mullooly Asset Management, Inc.
CLOSED01,335-1,335-100%$203.1K$0-$203.1K2026-10-30
Sterling Financial Planning, Inc.
CLOSED01,323-1,323-100%$201.4K$0-$201.4K2026-10-28
Carlson Financial, Inc.
CLOSED01,321-1,321-100%$201.1K$0-$201.1K2026-11-05
Patriot Financial Group Insurance Agency, LLC
CLOSED01,320-1,320-100%$200.9K$0-$200.9K2026-10-14
SP Asset Management LLC
CLOSED01,320-1,320-100%$200.9K$0-$200.9K2026-11-05
Huntleigh Advisors, Inc.
CLOSED01,317-1,317-100%$200.5K$0-$200.5K2026-11-03
Cordgrass Capital Advisors, LLC
CLOSED01,214-1,214-100%$184.7K$0-$184.7K2026-10-30
Mechanics Financial Corp
CLOSED01,000-1,000-100%$152.2K$0-$152.2K2026-11-05
Tucker Asset Management LLC
CLOSED0325-325-100%$49.5K$0-$49.5K2026-10-29
Sterling Capital Management LLC
CLOSED0287-287-100%$43.7K$0-$43.7K2026-10-22
Founders Capital Management
CLOSED0260-260-100%$39.6K$0-$39.6K2026-10-13
Park National Corp
CLOSED0193-193-100%$29.4K$0-$29.4K2026-10-05
Cornerstone Planning Group LLC
CLOSED096-96-100%$14.8K$0-$14.8K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED086-86-100%$13.2K$0-$13.2K2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED081-81-100%$12.3K$0-$12.3K2026-10-29
Silver Grove Financial Group, Inc.
CLOSED031-31-100%$4.7K$0-$4.7K2026-11-05
Maryland Capital Advisors Inc.
CLOSED022-22-100%$3.3K$0-$3.3K2026-10-15
Prairie Wealth Advisors, Inc.
UNCHANGED000—$448.3K$433.8K-$14.5K2026-10-29
Bank of America Corp
N/A—7,153,445-7,153,445-100%$1.1B———
Morgan Stanley
N/A—4,906,331-4,906,331-100%$746.6M———
LPL Financial LLC
N/A—3,040,750-3,040,750-100%$462.7M———
Raymond James Financial Inc
N/A—2,990,179-2,990,179-100%$455.0M———
Wells Fargo & Company
N/A—2,281,758-2,281,758-100%$347.2M———
Royal Bank of Canada
N/A—2,039,089-2,039,089-100%$310.3M———
UBS Group AG
N/A—1,674,173-1,674,173-100%$254.8M———
JPMorgan Chase & Co
N/A—1,380,453-1,380,453-100%$210.9M———
Ameriprise Financial Inc
N/A—1,292,475-1,292,475-100%$196.6M———
Envestnet Asset Management Inc
N/A—1,111,642-1,111,642-100%$169.2M———
MAI Capital Management
N/A—1,002,472-1,002,472-100%$152.6M———
Pathstone Holdings, LLC
N/A—793,377-793,377-100%$120.7M———
Cetera Investment Advisers
N/A—750,297-750,297-100%$114.2M———
Destination Wealth Management
N/A—635,081-635,081-100%$96.6M———
Coldstream Capital Management Inc
N/A—618,230-618,230-100%$94.1M———
Stifel Financial Corp
N/A—587,808-587,808-100%$89.5M———
Janney Montgomery Scott LLC
N/A—577,947-577,947-100%$88.0M———
Osaic Holdings, Inc.
N/A—552,440-552,440-100%$84.1M———
Jones Financial Companies Lllp
N/A—536,116-536,116-100%$82.1M———
Jupiter Topco LLC
N/A—502,815-502,815-100%$76.5M———
HighTower Advisors, LLC
N/A—481,025-481,025-100%$73.2M———
PNC Financial Services Group, Inc.
N/A—450,216-450,216-100%$68.5M———
1ST Source Bank
N/A—424,880-424,880-100%$64.7M———
MML Investors Services, LLC
N/A—414,516-414,516-100%$63.1M———
Elk River Wealth Management LLC
N/A—371,018-371,018-100%$56.5M———
Legacy Financial Group LLC
N/A—353,819-353,819-100%$53.8M———
Goldman Sachs Group Inc
N/A—321,826-321,826-100%$49.0M———
Benjamin Edwards Inc
N/A—286,769-286,769-100%$43.6M———
Clearstead Advisors, LLC
N/A—279,710-279,710-100%$42.6M———
Baird Financial Group, Inc.
N/A—272,798-272,798-100%$41.5M———
Moneta Group Investment Advisors LLC
N/A—261,650-261,650-100%$39.8M———
Rockefeller Capital Management L.P.
N/A—258,404-258,404-100%$39.3M———
Steward Partners Investment Advisory, LLC
N/A—211,188-211,188-100%$32.1M———
Mariner, LLC
N/A—204,288-204,288-100%$31.1M———
Modern Wealth Management, LLC
N/A—187,544-187,544-100%$28.5M———
United Capital Financial Advisors, LLC
N/A—175,487-175,487-100%$26.7M———
Private Advisor Group, LLC
N/A—173,016-173,016-100%$26.3M———
Jackson, Grant Investment Advisers, Inc.
N/A—170,164-170,164-100%$25.9M———
Huntington National Bank
N/A—167,435-167,435-100%$25.5M———
Orion Porfolio Solutions, LLC
N/A—153,614-153,614-100%$23.4M———
Focus Partners Wealth
N/A—150,144-150,144-100%$22.8M———
Equitable Holdings, Inc.
N/A—150,033-150,033-100%$22.8M———
Mercer Global Advisors Inc
N/A—150,025-150,025-100%$22.8M———
Scotia Capital Inc.
N/A—146,817-146,817-100%$22.3M———
Captrust Financial Advisors
N/A—143,320-143,320-100%$21.8M———
Bank of Montreal
N/A—142,939-142,939-100%$21.8M———
FMR LLC
N/A—136,072-136,072-100%$20.7M———
Sanctuary Advisors, LLC
N/A—117,924-117,924-100%$17.9M———
UMB Bank, n.a.
N/A—109,855-109,855-100%$16.7M———
Cerity Partners LLC
N/A—100,632-100,632-100%$15.3M———
Northwestern Mutual Wealth Management Co
N/A—97,512-97,512-100%$14.8M———
Prosperity Consulting Group, LLC
N/A—96,333-96,333-100%$14.7M———
&partners
N/A—90,166-90,166-100%$13.7M———
National Bank of Canada
N/A—88,567-88,567-100%$13.5M———
Blair William & Co
N/A—87,329-87,329-100%$13.3M———
M&T Bank Corp
N/A—85,771-85,771-100%$13.1M———
NewEdge Advisors, LLC
N/A—84,145-84,145-100%$12.8M———
World Investment Advisors
N/A—79,530-79,530-100%$11.6M———
IHT Wealth Management, LLC
N/A—77,741-77,741-100%$11.8M———
Alliancebernstein L.P.
N/A—76,992-76,992-100%$11.2M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—73,315-73,315-100%$11.2M———
Northern Trust Corp
N/A—72,015-72,015-100%$11.0M———
Brown Advisory Inc
N/A—68,514-68,514-100%$10.4M———
Wealthspire Retirement, LLC
N/A—63,489-63,489-100%$9.7M———
AQR Capital Management LLC
N/A—62,619-62,619-100%$9.5M———
Meridian Wealth Advisors, LLC
N/A—60,695-60,695-100%$9.2M———
Wealthspire Advisors, LLC
N/A—58,979-58,979-100%$9.0M———
Simmons Bank
N/A—58,143-58,143-100%$8.8M———
Corsicana & Co.
N/A—57,496-57,496-100%$8.7M———
Arax Advisory Partners
N/A—54,846-54,846-100%$8.3M———
Earned Wealth Advisors, LLC
N/A—53,963-53,963-100%$8.2M———
Stratos Wealth Partners, Ltd.
N/A—53,168-53,168-100%$8.1M———
Premier Private Wealth Management LLC
N/A—52,930-52,930-100%$8.1M———
Wellspring Financial Advisors, LLC
N/A—52,926-52,926-100%$8.1M———
Pinnacle Financial Partners, Inc.
N/A—52,741-52,741-100%$8.0M———
Beacon Pointe Advisors, LLC
N/A—52,509-52,509-100%$8.0M———
Peapack Gladstone Financial Corp
N/A—51,981-51,981-100%$7.9M———
IEQ Capital, LLC
N/A—51,258-51,258-100%$7.8M———
CIBC Bancorp USA Inc.
N/A—51,198-51,198-100%$7.8M———
Aspen Grove Capital, LLC
N/A—50,310-50,310-100%$7.7M———
Franklin Resources Inc
N/A—49,459-49,459-100%$7.5M———
Composition Wealth, LLC
N/A—49,420-49,420-100%$7.5M———
Perennial Investment Advisors, LLC
N/A—48,514-48,514-100%$7.4M———
Ameritas Advisory Services, LLC
N/A—48,435-48,435-100%$7.4M———
American Money Management, LLC
N/A—47,915-47,915-100%$7.3M———
Cornerstone Advisory, LLC
N/A—45,968-45,968-100%$7.0M———
Cresset Asset Management, LLC
N/A—45,096-45,096-100%$6.9M———
BFC Planning, Inc.
N/A—44,923-44,923-100%$6.8M———
Arkadios Wealth Advisors
N/A—42,833-42,833-100%$6.5M———
Whittier Trust Co of Nevada Inc
N/A—42,055-42,055-100%$6.5M———
Merit Financial Group, LLC
N/A—41,570-41,570-100%$6.3M———
Essex Financial Services, Inc.
N/A—39,978-39,978-100%$6.1M———
EP Wealth Advisors, LLC
N/A—39,864-39,864-100%$6.1M———
Torrey-Payne Wealth Management, LLC
N/A—39,173-39,173-100%$6.0M———
Houlihan Financial Resource Group, Ltd.
N/A—38,635-38,635-100%$5.9M———
Brown Brothers Harriman & Co
N/A—37,307-37,307-100%$5.7M———
Quantinno Capital Management LP
N/A—36,777-36,777-100%$5.6M———
Gotham Asset Management, LLC
N/A—36,678-36,678-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—35,846-35,846-100%$5.5M———
Vestmark Advisory Solutions, Inc.
N/A—34,656-34,656-100%$5.3M———
Pettyjohn, Wood & White, Inc
N/A—33,577-33,577-100%$5.1M———
BlackRock, Inc.
N/A—31,407-31,407-100%$4.8M———
NorthRock Partners, LLC
N/A—31,048-31,048-100%$4.7M———
Smithfield Trust Co
N/A—30,995-30,995-100%$4.7M———
Freestone Capital Holdings, LLC
N/A—30,505-30,505-100%$4.6M———
Johnson Investment Counsel Inc
N/A—28,933-28,933-100%$4.4M———
American Trust
N/A—28,615-28,615-100%$4.4M———
Bravera Wealth
N/A—28,467-28,467-100%$4.3M———
Whittier Trust Co
N/A—28,411-28,411-100%$4.4M———
Allworth Financial LP
N/A—27,894-27,894-100%$4.2M———
PFG Investments, LLC
N/A—27,567-27,567-100%$4.2M———
HighPoint Advisor Group LLC
N/A—27,183-27,183-100%$4.1M———
1832 Asset Management L.P.
N/A—27,146-27,146-100%$4.1M———
Harbour Investments, Inc.
N/A—26,989-26,989-100%$4.1M———
Waverly Advisors, LLC
N/A—26,208-26,208-100%$4.0M———
Rothschild Wealth LLC
N/A—25,502-25,502-100%$3.9M———
Asset Management Group, Inc.
N/A—25,395-25,395-100%$3.9M———
Great Valley Advisor Group, Inc.
N/A—24,724-24,724-100%$3.8M———
O'shaughnessy Asset Management, LLC
N/A—23,740-23,740-100%$3.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—23,468-23,468-100%$3.6M———
Western Wealth Management, LLC
N/A—23,063-23,063-100%$3.5M———
Commerce Bank
N/A—22,778-22,778-100%$3.5M———
Snowden Capital Advisors LLC
N/A—22,660-22,660-100%$3.4M———
CIBC World Market Inc.
N/A—22,625-22,625-100%$3.4M———
Advisory Services Network, LLC
N/A—22,364-22,364-100%$3.4M———
Stonebridge Financial Group, LLC
N/A—22,236-22,236-100%$3.4M———
Sequoia Financial Advisors, LLC
N/A—21,665-21,665-100%$3.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—21,353-21,353-100%$3.2M———
Twin Focus Capital Partners, LLC
N/A—21,205-21,205-100%$3.2M———
Deutsche Bank Ag\
N/A—20,195-20,195-100%$3.1M———
Natixis Advisors, LLC
N/A—19,906-19,906-100%$3.0M———
Argent Trust Co
N/A—19,732-19,732-100%$3.0M———
Denver Wealth Management, Inc.
N/A—19,426-19,426-100%$3.0M———
Savvy Advisors, Inc.
N/A—19,233-19,233-100%$2.9M———
Ameritas Investment Partners, Inc.
N/A—19,052-19,052-100%$2.9M———
Planning Directions Inc
N/A—18,714-18,714-100%$2.8M———
Roble, Belko & Company, Inc
N/A—18,698-18,698-100%$2.8M———
Calydon Capital
N/A—18,365-18,365-100%$2.8M———
Kintra Wealth, LLC
N/A—18,013-18,013-100%$2.9M———
Sachetta, LLC
N/A—17,771-17,771-100%$2.7M———
Financial Engines Advisors L.L.C.
N/A—17,167-17,167-100%$2.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—17,088-17,088-100%$2.6M———
Purkiss Capital Advisors LLC
N/A—16,447-16,447-100%$2.5M———
Summit Financial, LLC
N/A—16,371-16,371-100%$2.5M———
Belpointe Asset Management LLC
N/A—16,168-16,168-100%$2.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—16,144-16,144-100%$2.5M———
truNorth Financial Services, Inc.
N/A—16,065-16,065-100%$2.4M———
First Trust Advisors LP
N/A—15,720-15,720-100%$2.4M———
Mutual Advisors, LLC
N/A—15,491-15,491-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—15,480-15,480-100%$2.4M———
Cozad Asset Management Inc
N/A—15,214-15,214-100%$2.3M———
Peak Asset Management, LLC
N/A—14,684-14,684-100%$2.2M———
Ellenbecker Investment Group
N/A—14,589-14,589-100%$2.2M———
Aptus Capital Advisors, LLC
N/A—14,569-14,569-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—14,500-14,500-100%$2.2M———
Global Retirement Partners, LLC
N/A—14,164-14,164-100%$2.2M———
Cary Street Partners Financial LLC
N/A—14,015-14,015-100%$2.1M———
1015 Capital Partners, LLC
N/A—13,464-13,464-100%$2.0M———
Tyche Wealth Partners LLC
N/A—13,366-13,366-100%$2.0M———
Madison Asset Management, LLC
N/A—13,236-13,236-100%$2.0M———
Donaldson Capital Management, LLC
N/A—13,038-13,038-100%$2.0M———
Tudor Investment Corp ET AL
N/A—12,929-12,929-100%$2.0M———
One Wealth Map LLC
N/A—12,925-12,925-100%$2.0M———
Aberdeen Wealth Management LLC
N/A—12,812-12,812-100%$1.9M———
Valmark Advisers, Inc.
N/A—12,589-12,589-100%$1.9M———
Coston, McIsaac & Partners
N/A—12,396-12,396-100%$1.9M———
Hollencrest Capital Management
N/A—12,268-12,268-100%$1.9M———
Drucker Wealth 3.0, LLC
N/A—12,056-12,056-100%$1.8M———
ProVise Management Group, LLC
N/A—11,723-11,723-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—11,659-11,659-100%$1.8M———
Vanguard National Trust Co
N/A—11,646-11,646-100%$1.8M———
Bank OZK
N/A—11,502-11,502-100%$1.8M———
White Pine Capital LLC
N/A—11,434-11,434-100%$1.7M———
WCG Wealth Advisors LLC
N/A—11,178-11,178-100%$1.7M———
Bouchey Financial Group, Ltd.
N/A—11,000-11,000-100%$1.7M———
IFG Advisory, LLC
N/A—10,988-10,988-100%$1.7M———
Haverford Trust Co
N/A—10,975-10,975-100%$1.7M———
Pallas Capital Advisors LLC
N/A—10,695-10,695-100%$1.6M———
Ancora Advisors LLCA
N/A—10,622-10,622-100%$1.6M———
Collaborative Capital Advisors LLC
N/A—10,421-10,421-100%$1.6M———
Principal Securities, Inc.
N/A—10,307-10,307-100%$1.6M———
Summit Trail Advisors, LLC
N/A—10,217-10,217-100%$1.6M———
SVB Wealth LLC
N/A—9,843-9,843-100%$1.5M———
Flputnam Investment Management Co
N/A—9,700-9,700-100%$1.5M———
Federation des caisses Desjardins du Quebec
N/A—9,484-9,484-100%$1.4M———
Dakota Wealth Management
N/A—9,476-9,476-100%$1.4M———
Kovack Advisors, Inc.
N/A—9,474-9,474-100%$1.4M———
Axis Wealth Partners, LLC
N/A—9,402-9,402-100%$1.4M———
Geneos Wealth Management Inc.
N/A—9,361-9,361-100%$1.4M———
Stephens Inc
N/A—9,211-9,211-100%$1.4M———
SlateStone Wealth, LLC
N/A—9,197-9,197-100%$1.4M———
Capital Advisors Inc
N/A—9,188-9,188-100%$1.4M———
Warner Financial, Inc
N/A—9,156-9,156-100%$1.4M———
Stonebridge Financial Planning Group, LLC
N/A—9,073-9,073-100%$1.4M———
Canal Capital Management, LLC
N/A—8,857-8,857-100%$1.3M———
Pacific SUN Financial Corp
N/A—8,843-8,843-100%$1.3M———
Zhang Financial LLC
N/A—8,763-8,763-100%$1.3M———
Lansing Street Advisors
N/A—8,739-8,739-100%$1.3M———
Neuberger Berman Group LLC
N/A—8,719-8,719-100%$1.3M———
Fort Point Capital Partners LLC
N/A—8,702-8,702-100%$1.3M———
Rathbones Group PLC
N/A—8,675-8,675-100%$1.3M———
Atalanta Sosnoff Capital, LLC
N/A—8,654-8,654-100%$1.3M———
VeraBank, N.A.
N/A—8,642-8,642-100%$1.3M———
Legend Capital Advisors LLC
N/A—8,634-8,634-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—8,576-8,576-100%$1.3M———
Westmount Partners, LLC
N/A—8,526-8,526-100%$1.3M———
Seven Springs Wealth Group, LLC
N/A—8,392-8,392-100%$1.3M———
Diversified Trust Co
N/A—8,321-8,321-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—8,112-8,112-100%$1.2M———
Thomasville National Bank
N/A—7,855-7,855-100%$1.2M———
Level Four Advisory Services, LLC
N/A—7,772-7,772-100%$1.2M———
AlTi Global, Inc.
N/A—7,764-7,764-100%$1.2M———
RWA Wealth Partners, LLC
N/A—7,761-7,761-100%$1.2M———
Mathes Company, Inc.
N/A—7,740-7,740-100%$1.2M———
Susquehanna International Group, LLP
N/A—7,538-7,538-100%$1.1M———
Vawter Financial, Ltd.
N/A—7,500-7,500-100%$1.1M———
Capital Analysts, LLC
N/A—7,392-7,392-100%$1.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,372-7,372-100%$1.1M———
BCS Private Wealth Management, Inc.
N/A—7,290-7,290-100%$1.1M———
Virtu Financial LLC
N/A—6,963-6,963-100%$1.1M———
MidFirst Bank
N/A—6,904-6,904-100%$1.1M———
Wealth Care LLC
N/A—6,892-6,892-100%$1.0M———
CreativeOne Wealth, LLC
N/A—6,734-6,734-100%$1.0M———
Addison Capital Co
N/A—6,671-6,671-100%$1.0M———
Curi Capital, LLC
N/A—6,556-6,556-100%$997.7K———
Star Financial Bank
N/A—6,487-6,487-100%$987.2K———
Astoria Portfolio Advisors Llc.
N/A—6,460-6,460-100%$983.1K———
UBS Asset Management Americas LLC
N/A—6,382-6,382-100%$971.2K———
Bradley Foster & Sargent Inc
N/A—6,369-6,369-100%$969.2K———
Mission Creek Capital Partners, Inc.
N/A—6,114-6,114-100%$930.4K———
Renaissance Technologies LLC
N/A—6,100-6,100-100%$928.3K———
HHM Wealth Advisors, LLC
N/A—6,070-6,070-100%$923.7K———
N.E.W. Advisory Services LLC
N/A—6,064-6,064-100%$922.8K———
First Commonwealth Financial Corp
N/A—6,042-6,042-100%$919.5K———
Glassman Wealth Services
N/A—6,003-6,003-100%$913.5K———
Glen Eagle Advisors, LLC
N/A—5,973-5,973-100%$909.0K———
First National Bank of Omaha
N/A—5,956-5,956-100%$909.8K———
LaSalle St. Investment Advisors, LLC
N/A—5,953-5,953-100%$906.0K———
Stratos Wealth Advisors, LLC
N/A—5,837-5,837-100%$888.4K———
Evelyn Partners Group Ltd
N/A—5,816-5,816-100%$887.1K———
Garrison Point Advisors, LLC
N/A—5,813-5,813-100%$884.6K———
Waterloo Capital, L.P.
N/A—5,753-5,753-100%$875.5K———
Glenmede Trust Co NA
N/A—5,744-5,744-100%$874.1K———
Capital Group Private Client Services, Inc.
N/A—5,729-5,729-100%$871.8K———
Nwam LLC
N/A—5,724-5,724-100%$871.0K———
MWA Asset Management
N/A—5,695-5,695-100%$866.7K———
Conservest Capital Advisors, Inc.
N/A—5,562-5,562-100%$846.4K———
NewEdge Wealth, LLC
N/A—5,487-5,487-100%$835.0K———
Hilltop Holdings Inc.
N/A—5,462-5,462-100%$831.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,351-5,351-100%$814.4K———
United Bank
N/A—5,335-5,335-100%$811.9K———
Bessemer Group Inc
N/A—5,268-5,268-100%$802.0K———
Cascade Financial Partners, LLC
N/A—5,239-5,239-100%$797.3K———
XTX Topco Ltd
N/A—5,111-5,111-100%$777.8K———
One Capital Management, LLC
N/A—5,086-5,086-100%$742.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—5,060-5,060-100%$770.0K———
Moors & Cabot, Inc.
N/A—4,995-4,995-100%$760.2K———
Sandy Cove Advisors, LLC
N/A—4,994-4,994-100%$759.9K———
BOK Financial Private Wealth, Inc.
N/A—4,987-4,987-100%$758.9K———
Intellus Advisors LLC
N/A—4,953-4,953-100%$753.7K———
OneAscent Financial Services LLC
N/A—4,942-4,942-100%$752.1K———
AE Wealth Management LLC
N/A—4,922-4,922-100%$749.1K———
Centaurus Financial, Inc.
N/A—4,880-4,880-100%$743.0K———
Stock Yards Bank & Trust Co
N/A—4,830-4,830-100%$735.0K———
Nicolet Bankshares Inc
N/A—4,805-4,805-100%$735.4K———
Systematic Alpha Investments, LLC
N/A—4,800-4,800-100%$730.5K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,797-4,797-100%$730.0K———
Navis Wealth Advisors, LLC
N/A—4,769-4,769-100%$725.8K———
Smith, Moore & Co.
N/A—4,719-4,719-100%$718.1K———
Keating Financial Advisory Services, Inc.
N/A—4,586-4,586-100%$697.9K———
Money Concepts Capital Corp
N/A—4,536-4,536-100%$690.3K———
Blackhawk Capital Partners, LLC
N/A—4,507-4,507-100%$685.9K———
Maridea Wealth Management LLC
N/A—4,460-4,460-100%$678.8K———
Pgim Custom Harvest LLC
N/A—4,446-4,446-100%$676.6K———
Thoroughbred Financial Services, LLC
N/A—4,383-4,383-100%$667.0K———
Clark Capital Management Group, Inc.
N/A—4,374-4,374-100%$665.6K———
Private Wealth Advisors, LLC
N/A—4,352-4,352-100%$662.4K———
Investment Advisory Group, LLC
N/A—4,286-4,286-100%$652.2K———
Caprock Group, LLC
N/A—4,261-4,261-100%$648.4K———
Alexander Labrunerie & Co., Inc.
N/A—4,225-4,225-100%$643.0K———
Beacon Bridge Wealth Partners, LLC
N/A—4,207-4,207-100%$640.2K———
Mayflower Financial Advisors, LLC
N/A—4,206-4,206-100%$640.1K———
Disciplined Investments, LLC
N/A—4,154-4,154-100%$632.2K———
Wood Tarver Financial Group, LLC
N/A—4,124-4,124-100%$627.0K———
Klingenstein Fields & Co LP
N/A—4,115-4,115-100%$626.2K———
Flow Traders U.S. LLC
N/A—4,084-4,084-100%$622.0K———
Patron Partners, LLC
N/A—4,057-4,057-100%$617.4K———
HBK Sorce Advisory LLC
N/A—4,042-4,042-100%$635.1K———
Holistic Financial Partners
N/A—4,006-4,006-100%$609.6K———
Alpha Capital Advisors Inc
N/A—3,921-3,921-100%$596.6K———
Paragon Financial Partners, Inc.
N/A—3,872-3,872-100%$600.2K———
FAS Wealth Partners, Inc.
N/A—3,834-3,834-100%$583.5K———
Kapstone Financial Advisors LLC
N/A—3,806-3,806-100%$579.2K———
LRI Investments, LLC
N/A—3,743-3,743-100%$569.6K———
M3 Advisory Group, LLC
N/A—3,733-3,733-100%$568.1K———
Mosaic Family Wealth Partners, LLC
N/A—3,718-3,718-100%$565.8K———
Tocqueville Asset Management L.P.
N/A—3,435-3,435-100%$522.7K———
Arkos Global Advisors
N/A—3,409-3,409-100%$519.0K———
EFG International AG
N/A—3,372-3,372-100%$513.2K———
Truepoint, Inc.
N/A—3,367-3,367-100%$512.4K———
Crewe Advisors LLC
N/A—3,347-3,347-100%$509.3K———
Fiduciary Trust Co
N/A—3,341-3,341-100%$508.4K———
Smartleaf Asset Management LLC
N/A—3,328-3,328-100%$508.4K———
Serenus Wealth Advisors, LLC
N/A—3,326-3,326-100%$506.1K———
Matrix Private Capital Group LLC
N/A—3,311-3,311-100%$503.9K———
BSW Wealth Partners
N/A—3,277-3,277-100%$498.7K———
M1 Capital Management LLC
N/A—3,269-3,269-100%$497.5K———
Performance Wealth Partners, LLC
N/A—3,252-3,252-100%$494.8K———
Greenwich Wealth Management LLC
N/A—3,151-3,151-100%$480.0K———
Madison Wealth Partners, Inc
N/A—3,143-3,143-100%$478.2K———
Koss-Olinger Consulting, LLC
N/A—3,131-3,131-100%$476.5K———
Mayport, LLC
N/A—3,106-3,106-100%$472.6K———
Pine Valley Investments Ltd Liability Co
N/A—3,063-3,063-100%$466.1K———
Payne Capital Management, LLC
N/A—3,039-3,039-100%$462.4K———
Wescap Management Group, Inc.
N/A—3,013-3,013-100%$458.5K———
Legacy Trust
N/A—2,928-2,928-100%$445.6K———
Headinvest, LLC
N/A—2,905-2,905-100%$442.1K———
Kinetic Wealth Investment Advisors LLC
N/A—2,902-2,902-100%$441.6K———
Independent Advisor Alliance
N/A—2,886-2,886-100%$439.2K———
River Wealth Advisors LLC
N/A—2,874-2,874-100%$437.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,859-2,859-100%$435.1K———
O'rourke & Company, Inc
N/A—2,845-2,845-100%$433.0K———
Roundview Capital LLC
N/A—2,837-2,837-100%$431.7K———
King Wealth Management Group
N/A—2,836-2,836-100%$432.0K———
Fourth Dimension Wealth, LLC
N/A—2,772-2,772-100%$421.8K———
Schnieders Capital Management, Llc.
N/A—2,759-2,759-100%$419.9K———
Iron Gate Global Advisors LLC
N/A—2,678-2,678-100%$407.5K———
Lbmc Investment Advisors, LLC
N/A—2,664-2,664-100%$405.3K———
QRG Capital Management, Inc.
N/A—2,646-2,646-100%$402.7K———
Berger Financial Group, Inc
N/A—2,640-2,640-100%$401.8K———
Round Rock Advisors LLC
N/A—2,607-2,607-100%$396.8K———
Cbiz Investment Advisory Services, LLC
N/A—2,600-2,600-100%$379.4K———
Eldridge Investment Advisors, Inc.
N/A—2,590-2,590-100%$394.1K———
Resolute Wealth Strategies, LLC
N/A—2,550-2,550-100%$388.1K———
Keel Point, LLC
N/A—2,519-2,519-100%$383.3K———
West Michigan Advisors, LLC
N/A—2,513-2,513-100%$382.4K———
Webster Bank, N. A.
N/A—2,505-2,505-100%$381.2K———
Vertex Planning Partners, LLC
N/A—2,496-2,496-100%$379.8K———
Beck Mack & Oliver LLC
N/A—2,483-2,483-100%$377.9K———
Veridan Wealth LLC
N/A—2,483-2,483-100%$377.9K———
RiverFront Investment Group, LLC
N/A—2,478-2,478-100%$377.1K———
Element Wealth, LLC
N/A—2,453-2,453-100%$373.3K———
Venturi Wealth Management, LLC
N/A—2,421-2,421-100%$368.4K———
Insigneo Advisory Services, LLC
N/A—2,420-2,420-100%$368.2K———
Boston Family Office LLC
N/A—2,361-2,361-100%$359.0K———
Regal Investment Advisors LLC
N/A—2,354-2,354-100%$358.2K———
Shared Vision Wealth Group LLC
N/A—2,351-2,351-100%$357.8K———
Beaird Harris Wealth Management, LLC
N/A—2,312-2,312-100%$351.8K———
Rockbridge Investment Management, LCC
N/A—2,293-2,293-100%$348.9K———
Meramec Financial Planners, LLC
N/A—2,264-2,264-100%$354.6K———
HM Payson & Co
N/A—2,261-2,261-100%$344.1K———
Tower Research Capital LLC (TRC)
N/A—2,259-2,259-100%$343.8K———
Centennial Bank
N/A—2,200-2,200-100%$334.8K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,174-2,174-100%$330.8K———
Vanguard Advisers Inc
N/A—2,170-2,170-100%$330.3K———
Advisory Research Inc
N/A—2,164-2,164-100%$329.3K———
Citizens Business Bank
N/A—2,157-2,157-100%$328.3K———
Garden State Investment Advisory Services LLC
N/A—2,141-2,141-100%$325.9K———
Sequent Asset Management, LLC
N/A—2,125-2,125-100%$323.4K———
Institute for Wealth Management, Llc.
N/A—2,109-2,109-100%$320.9K———
Colonial Trust Co / SC
N/A—2,108-2,108-100%$320.8K———
LM Advisors LLC
N/A—2,095-2,095-100%$319.0K———
Oxford Financial Group, Ltd. LLC
N/A—2,095-2,095-100%$318.8K———
WJ Financial Advisors LLC
N/A—2,094-2,094-100%$318.7K———
Empower Advisory Group, LLC
N/A—2,085-2,085-100%$317.3K———
McDonough Capital Management, Inc
N/A—2,076-2,076-100%$316.0K———
Foundations Investment Advisors, LLC
N/A—2,068-2,068-100%$314.7K———
Fortune Financial Advisors, LLC
N/A—2,041-2,041-100%$310.6K———
Gamco Investors, Inc. ET AL
N/A—2,035-2,035-100%$309.7K———
Nuveen, LLC
N/A—2,021-2,021-100%$307.6K———
Becker Capital Management Inc
N/A—2,009-2,009-100%$305.7K———
Main Street Financial Solutions, LLC
N/A—1,974-1,974-100%$300.4K———
Carson Advisory Inc.
N/A—1,972-1,972-100%$300.1K———
Fortis Capital Advisors, LLC
N/A—1,952-1,952-100%$297.1K———
Gateway Wealth Partners, LLC
N/A—1,943-1,943-100%$295.7K———
Wallace Advisory Group, LLC
N/A—1,932-1,932-100%$294.1K———
Summit Wealth Partners, LLC
N/A—1,908-1,908-100%$290.4K———
Hall Capital Management Co Inc
N/A—1,900-1,900-100%$289.1K———
Pacific Point Advisors, LLC
N/A—1,896-1,896-100%$288.5K———
Howe & Rusling Inc
N/A—1,891-1,891-100%$287.8K———
Advisors Capital Management, LLC
N/A—1,871-1,871-100%$284.7K———
Invst, LLC
N/A—1,856-1,856-100%$282.4K———
WFA of San Diego, LLC
N/A—1,853-1,853-100%$293.4K———
Vista Capital Partners, Inc.
N/A—1,819-1,819-100%$276.7K———
Condor Capital Management
N/A—1,815-1,815-100%$276.2K———
Rodgers Brothers Inc.
N/A—1,800-1,800-100%$273.9K———
Coastal Bridge Advisors, LLC
N/A—1,794-1,794-100%$273.0K———
Pure Financial Advisors, LLC
N/A—1,763-1,763-100%$268.3K———
Jaffetilchin Investment Partners, LLC
N/A—1,760-1,760-100%$267.9K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,760-1,760-100%$267.8K———
Fiduciary Group, LLC
N/A—1,748-1,748-100%$266.0K———
Russell Investments Group, Ltd.
N/A—1,730-1,730-100%$263.3K———
Berkeley Capital Partners, LLC
N/A—1,726-1,726-100%$262.6K———
Osborne Partners Capital Management, LLC
N/A—1,725-1,725-100%$262.5K———
Two Sigma Securities, LLC
N/A—1,719-1,719-100%$261.6K———
Chancellor Financial Group WB LP
N/A—1,707-1,707-100%$259.8K———
Alongside, LLC
N/A—1,700-1,700-100%$258.7K———
Bridgewater Advisors Inc.
N/A—1,700-1,700-100%$264.7K———
49 Wealth Management, LLC
N/A—1,700-1,700-100%$258.7K———
Bluespring Wealth Management, LLC
N/A—1,698-1,698-100%$258.3K———
Chevy Chase Trust Holdings, LLC
N/A—1,695-1,695-100%$257.9K———
JMG Financial Group, Ltd.
N/A—1,691-1,691-100%$257.4K———
Seneca House Advisors
N/A—1,668-1,668-100%$253.8K———
Bienville Capital Management, LLC
N/A—1,650-1,650-100%$251.1K———
Spirepoint Private Client, LLC
N/A—1,645-1,645-100%$250.4K———
Partners in Financial Planning
N/A—1,632-1,632-100%$248.4K———
Rothschild Investment LLC
N/A—1,624-1,624-100%$247.1K———
Fidelis Capital Partners, LLC
N/A—1,615-1,615-100%$245.8K———
SHP Wealth Management
N/A—1,610-1,610-100%$245.1K———
Caerus Investment Advisors, LLC
N/A—1,600-1,600-100%$243.5K———
First Foundation Advisors
N/A—1,600-1,600-100%$243.5K———
Bridgewealth Advisory Group, LLC
N/A—1,600-1,600-100%$243.5K———
Van Hulzen Asset Management, LLC
N/A—1,585-1,585-100%$241.2K———
Brio Consultants, LLC
N/A—1,563-1,563-100%$237.9K———
Financial Alternatives, Inc
N/A—1,549-1,549-100%$235.7K———
Financial Concepts Unlimited, Inc.
N/A—1,547-1,547-100%$235.4K———
HTG Investment Advisors, Inc.
N/A—1,516-1,516-100%$230.7K———
Apriem Advisors
N/A—1,508-1,508-100%$229.5K———
Barclays PLC
N/A—1,500-1,500-100%$228.3K———
Klcm Advisors, Inc.
N/A—1,494-1,494-100%$227.4K———
Marshall Financial Group, LLC
N/A—1,473-1,473-100%$224.1K———
Bantamac Capital, LLC
N/A—1,470-1,470-100%$223.7K———
Rehmann Capital Advisory Group
N/A—1,467-1,467-100%$223.3K———
Jane Street Group, LLC
N/A—1,454-1,454-100%$221.3K———
Marco Investment Management LLC
N/A—1,448-1,448-100%$220.4K———
Timbuktu Capital Management, LLC
N/A—1,437-1,437-100%$218.7K———
Capasso Planning Partners LLC
N/A—1,425-1,425-100%$216.8K———
Campbell Deegan Wealth Management, LLC
N/A—1,407-1,407-100%$214.0K———
Accretive Wealth Partners, LLC
N/A—1,399-1,399-100%$212.9K———
Keystone Financial Group
N/A—1,398-1,398-100%$212.7K———
SageGuard Financial Group, LLC
N/A—1,343-1,343-100%$204.3K———
Ranch Capital Advisors Inc.
N/A—1,336-1,336-100%$203.4K———
Nvest Financial, LLC
N/A—1,332-1,332-100%$202.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,321-1,321-100%$201.0K———
Oakwell Private Wealth Management, LLC
N/A—1,315-1,315-100%$200.1K———
Luken Investment Analytics, LLC
N/A—1,287-1,287-100%$195.9K———
Horizon Bancorp Inc
N/A—1,286-1,286-100%$196.0K———
Ballast Advisors LLC
N/A—1,271-1,271-100%$193.4K———
Napier Financial, LLC
N/A—1,187-1,187-100%$180.6K———
Providence Capital Advisors, LLC
N/A—1,128-1,128-100%$171.7K———
Founders Financial Alliance, LLC
N/A—1,086-1,086-100%$165.3K———
Consultiva Wealth Management, Corp.
N/A—1,078-1,078-100%$164.1K———
Silver OAK Securities, Incorporated
N/A—1,053-1,053-100%$160.3K———
Seneschal Advisors, LLC
N/A—1,001-1,001-100%$152.3K———
Topsail Wealth Management, LLC
N/A—1,000-1,000-100%$152.2K———
Operose Advisors LLC
N/A—994-994-100%$151.3K———
Aventura Private Wealth, LLC
N/A—920-920-100%$140.0K———
Liberty One Investment Management, LLC
N/A—917-917-100%$139.6K———
Manning & Napier Advisors LLC
N/A—890-890-100%$135.9K———
TD Capital Management LLC
N/A—875-875-100%$133.1K———
Nalls Sherbakoff Group, LLC
N/A—830-830-100%$126.4K———
IAG Wealth Partners, LLC
N/A—815-815-100%$124.0K———
Quent Capital, LLC
N/A—812-812-100%$123.6K———
Godfrey Financial Associates, Inc.
N/A—808-808-100%$122.9K———
Anchor Investment Management, LLC
N/A—807-807-100%$122.8K———
Atlantic Union Bankshares Corp
N/A—770-770-100%$117.2K———
BankPlus Trust Department
N/A—765-765-100%$116.4K———
IMA Advisory Services, Inc.
N/A—742-742-100%$112.9K———
Tanglewood Legacy Advisors, LLC
N/A—741-741-100%$112.8K———
Coppell Advisory Solutions LLC
N/A—737-737-100%$708.0K———
Strategic Wealth Advisors LLC
N/A—712-712-100%$99———
Caldwell Sutter Capital, Inc.
N/A—680-680-100%$103.5K———
Delta Asset Management LLC
N/A—653-653-100%$99.4K———
Allied Private Wealth LLC
N/A—600-600-100%$92.1K———
FWL Investment Management, LLC
N/A—586-586-100%$89.2K———
Rice Partnership, LLC
N/A—570-570-100%$86.7K———
SouthState Bank Corp
N/A—514-514-100%$78.2K———
Steigerwald, Gordon & Koch Inc.
N/A—507-507-100%$77.2K———
VSM Wealth Advisory, LLC
N/A—495-495-100%$75.3K———
Synergy Investment Management, LLC
N/A—489-489-100%$74.5K———
Mark Sheptoff Financial Planning, LLC
N/A—475-475-100%$72.3K———
Clearstead Trust, LLC
N/A—475-475-100%$72.3K———
BNP Paribas Financial Markets
N/A—451-451-100%$68.6K———
Cetera Trust Company, N.a
N/A—414-414-100%$63.0K———
Financial Life Planners
N/A—405-405-100%$61.7K———
Crews Bank & Trust
N/A—387-387-100%$58.9K———
Bogart Wealth, LLC
N/A—384-384-100%$58.5K———
Medallion Wealth Advisors, LLC
N/A—381-381-100%$58.0K———
JDM Financial Group LLC
N/A—372-372-100%$56.5K———
WHI Trust Co LLC
N/A—371-371-100%$56.5K———
Kilter Group LLC
N/A—350-350-100%$53.3K———
Tiaa Trust, National Association
N/A—318-318-100%$48.4K———
Bernard Wealth Management Corp.
N/A—294-294-100%$44.7K———
Cardiff Park Advisors, LLC
N/A—283-283-100%$43.1K———
Ameriflex Group, Inc.
N/A—275-275-100%$41.9K———
Strategic Investment Solutions, Inc.
N/A—269-269-100%$40.9K———
Vision Retirement, LLC
N/A—267-267-100%$40.6K———
Palouse Capital Management, Inc.
N/A—256-256-100%$39.0K———
Ankerstar Wealth, LLC
N/A—237-237-100%$36.1K———
Silicon Valley Capital Partners
N/A—236-236-100%$35.9K———
Colonial Trust Advisors
N/A—227-227-100%$34.6K———
Frazier Financial Advisors, LLC
N/A—217-217-100%$33.0K———
Continuum Advisory, LLC
N/A—193-193-100%$29.4K———
Longview Financial Advisors LLC
N/A—182-182-100%$27.7K———
Private Wealth Asset Management, LLC
N/A—181-181-100%$27.5K———
Delos Wealth Advisors, LLC
N/A—170-170-100%$25.9K———
Edmond de Rothschild Holding S.A.
N/A—170-170-100%$25.9K———
Bank of the Bluegrass & Trust Co.
N/A—166-166-100%$24.3K———
CVA Family Office, LLC
N/A—125-125-100%$19.0K———
Mpwm Advisory Solutions, LLC
N/A—109-109-100%$16.5K———
10Elms LLP
N/A—105-105-100%$16.0K———
Millstone Evans Group, LLC
N/A—102-102-100%$15.5K———
ST Germain D J Co Inc
N/A—101-101-100%$15.3K———
Fiduciary Financial Advisors
N/A—100-100-100%$15.1K———
Quantum Portfolio Management LLC
N/A—100-100-100%$15.2K———
Pinney & Scofield, Inc.
N/A—94-94-100%$14.3K———
Dunhill Financial, LLC
N/A—87-87-100%$13.3K———
Tiaa Wealth Investment Management LLC
N/A—85-85-100%$13.0K———
Addison Advisors LLC
N/A—70-70-100%$10.7K———
Cary Street Partners Investment Advisory LLC
N/A—50-50-100%$7.6K———
PIN OAK Investment Advisors Inc
N/A—35-35-100%$5———
Broadwater Capital Management LLC
N/A—28-28-100%$4.3K———
Atomic Invest LLC
N/A—18-18-100%$2.7K———
PlanVest Financial, Inc
N/A—4-4-100%$641———
Hantz Financial Services, Inc.
N/A—4-4-100%$1———
Caitlin John, LLC
N/A—1-1-100%$156———
Showing 1305 of 1305 institutions