IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street Spdr Portfolio (SPYM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares64,917,540 from 63,355,614
Change+1,561,926 (+2%)
Value$5.8B (+$259.3M)
Filed 2026-11-06
Kedalion Capital Management LLP
INCREASED
Shares44,970,000 from 35,130,000
Change+9,840,000 (+28%)
Value$4.0B (+$949.3M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares36,147,750 from 35,366,422
Change+781,328 (+2%)
Value$3.2B (+$136.6M)
Filed 2026-11-02
Natixis
INCREASED
Shares17,117,741 from 4,671,792
Change+12,445,949 (+266%)
Value$1.5B (+$1.1B)
Filed 2026-11-06
MKP Capital Management, L.L.C.
DECREASED
Shares10,407,000 from 11,650,400
Change-1,243,400 (-11%)
Value$934.1M (-$89.7M)
Filed 2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares9,536,000 from 9,536,000
Change0 (0%)
Value$856.0M (+$17.9M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares8,372,052 from 6,808,698
Change+1,563,354 (+23%)
Value$751.5M (+$153.1M)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares7,405,942 from 7,005,466
Change+400,476 (+6%)
Value$664.8M (+$49.1M)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares6,218,187 from 6,044,624
Change+173,563 (+3%)
Value$558.1M (+$26.9M)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares5,862,691 from 4,934,249
Change+928,442 (+19%)
Value$526.2M (+$92.6M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares5,817,130 from 5,508,862
Change+308,268 (+6%)
Value$522.1M (+$38.0M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares4,655,762 from 4,391,034
Change+264,728 (+6%)
Value$417.9M (+$32.0M)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares4,535,435 from 4,474,804
Change+60,631 (+1%)
Value$407.1M (+$13.9M)
Filed 2026-10-08
Bank of Montreal
DECREASED
Shares4,445,414 from 5,606,004
Change-1,160,590 (-21%)
Value$399.0M (-$93.6M)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares4,039,836 from 3,701,184
Change+338,652 (+9%)
Value$362.6K (-$324.9M)
Filed 2026-11-02
Vantagepoint Investment Advisers LLC
DECREASED
Shares3,848,040 from 3,886,760
Change-38,720 (-1%)
Value$345.4M (+$3.8M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,645,172 from 3,461,511
Change+183,661 (+5%)
Value$327.2M (+$23.0M)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares3,204,152 from 3,010,487
Change+193,665 (+6%)
Value$287.6M (+$23.0M)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,068,711 from 2,850,502
Change+218,209 (+8%)
Value$275.4M (+$24.9M)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares2,632,951 from 3,163,324
Change-530,373 (-17%)
Value$236.3M (-$41.7M)
Filed 2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED
Shares2,571,609 from 2,560,881
Change+10,728 (+0%)
Value$230.8M (+$5.8M)
Filed 2026-10-19
Peterson Wealth Advisors, LLC
INCREASED
Shares2,542,472 from 2,458,693
Change+83,779 (+3%)
Value$228.2M (+$12.1M)
Filed 2026-10-08
Ascent Group, LLC
INCREASED
Shares2,522,374 from 2,484,549
Change+37,825 (+2%)
Value$226.4M (+$8.1M)
Filed 2026-10-30
Vicus Capital
INCREASED
Shares2,332,231 from 2,297,092
Change+35,139 (+2%)
Value$209.3M (+$7.5M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares2,017,582 from 1,467,006
Change+550,576 (+38%)
Value$181.1M (+$52.2M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,007,817 from 2,618,622
Change-610,805 (-23%)
Value$171.9M (-$50.1M)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares1,986,925 from 1,854,270
Change+132,655 (+7%)
Value$178.3M (+$15.4M)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares1,975,372 from 1,659,104
Change+316,268 (+19%)
Value$177.3M (+$31.5M)
Filed 2026-11-09
Tennessee Valley Asset Management Partners
INCREASED
Shares1,889,040 from 1,826,177
Change+62,863 (+3%)
Value$169.6M (+$9.1M)
Filed 2026-11-03
Ocean Park Asset Management, LLC
DECREASED
Shares1,883,792 from 1,989,605
Change-105,813 (-5%)
Value$169.1M (-$5.8M)
Filed 2026-10-21
Univest Financial Corp
DECREASED
Shares1,832,384 from 1,833,570
Change-1,186 (0%)
Value$164.5M (+$3.3M)
Filed 2026-11-05
KWB Wealth
INCREASED
Shares1,776,546 from 1,720,975
Change+55,571 (+3%)
Value$159.5M (+$8.2M)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares1,552,195 from 1,490,244
Change+61,951 (+4%)
Value$142.4M (+$11.7M)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares1,544,029 from 1,378,359
Change+165,670 (+12%)
Value$138.6M (+$17.5M)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares1,508,206 from 1,589,216
Change-81,010 (-5%)
Value$135.4M (-$4.3M)
Filed 2026-11-03
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares1,391,894 from 1,391,894
Change0 (0%)
Value$1.2M (-$10.3M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares1,369,914 from 1,319,914
Change+50,000 (+4%)
Value$123.0M (+$7.0M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares1,329,910 from 810,572
Change+519,338 (+64%)
Value$119.4M (+$48.1M)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares1,316,690 from 1,305,650
Change+11,040 (+1%)
Value$118.2M (+$3.4M)
Filed 2026-10-29
3Edge Asset Management, LP
DECREASED
Shares1,304,462 from 1,477,485
Change-173,023 (-12%)
Value$117.1M (-$12.8M)
Filed 2026-10-30
Marks Group Wealth Management, Inc
INCREASED
Shares1,251,712 from 1,119,123
Change+132,589 (+12%)
Value$112.4M (+$14.0M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares1,242,640 from 56,487
Change+1,186,153 (+2100%)
Value$111.5M (+$106.6M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares1,237,198 from 994,749
Change+242,449 (+24%)
Value$111.1M (+$23.6M)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares1,220,711 from 1,241,597
Change-20,886 (-2%)
Value$109.6M (+$459.5K)
Filed 2026-10-19
One Day In July LLC
INCREASED
Shares1,194,466 from 1,148,157
Change+46,309 (+4%)
Value$107.2M (+$6.3M)
Filed 2026-10-30
Brown Financial Advisory
INCREASED
Shares1,183,801 from 1,151,975
Change+31,826 (+3%)
Value$106.3M (+$5.0M)
Filed 2026-11-05
AIA Group Ltd
NEW
Shares1,169,845
Change+1,169,845
Value$105.0M
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares1,136,927 from 1,069,899
Change+67,028 (+6%)
Value$102.1M (+$8.0M)
Filed 2026-10-20
Sterling Group Wealth Management, LLC
INCREASED
Shares1,113,498 from 1,093,329
Change+20,169 (+2%)
Value$99.9M (+$3.9M)
Filed 2026-11-03
Detalus Advisors, LLC
DECREASED
Shares1,103,370 from 1,118,353
Change-14,983 (-1%)
Value$99.0M (+$757.6K)
Filed 2026-10-15
West Wealth Group, LLC
INCREASED
Shares1,072,809 from 1,006,588
Change+66,221 (+7%)
Value$96.3M (+$7.8M)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares1,056,346 from 116,373
Change+939,973 (+808%)
Value$94.8M (+$84.6M)
Filed 2026-11-09
Thrivent Financial for Lutherans
DECREASED
Shares1,028,956 from 1,203,104
Change-174,148 (-14%)
Value$92.4K (-$105.6M)
Filed 2026-11-05
Barclays PLC
NEW
Shares1,020,000
Change+1,020,000
Value$91.6M
Filed 2026-11-06
Leading Edge Financial Planning LLC
INCREASED
Shares1,004,561 from 986,037
Change+18,524 (+2%)
Value$90.2M (+$3.5M)
Filed 2026-10-23
Security Financial Services, Inc.
INCREASED
Shares1,001,656 from 995,716
Change+5,940 (+1%)
Value$89.9M (+$2.4M)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares968,392 from 1,138,392
Change-170,000 (-15%)
Value$86.9K (-$100.0M)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares968,163 from 961,927
Change+6,236 (+1%)
Value$86.9M (+$2.4M)
Filed 2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED
Shares943,530 from 940,424
Change+3,106 (+0%)
Value$84.7M (+$2.0M)
Filed 2026-10-19
Tectonic Advisors LLC
DECREASED
Shares930,056 from 965,257
Change-35,201 (-4%)
Value$83.5M (-$1.3M)
Filed 2026-10-22
Solitude Financial Services
INCREASED
Shares929,834 from 918,816
Change+11,018 (+1%)
Value$83.5M (+$2.7M)
Filed 2026-10-26
Allen Capital Group, LLC
INCREASED
Shares927,618 from 903,307
Change+24,311 (+3%)
Value$83.3M (+$3.9M)
Filed 2026-10-27
Standpoint Asset Management, LLC
INCREASED
Shares916,100 from 884,900
Change+31,200 (+4%)
Value$82.2M (+$4.5M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares902,351 from 607,263
Change+295,088 (+49%)
Value$81.0M (+$27.6M)
Filed 2026-10-08
Horst & Graben Wealth Management LLC
INCREASED
Shares893,208 from 868,783
Change+24,425 (+3%)
Value$80.2M (+$3.9M)
Filed 2026-11-02
HighPoint Advisor Group LLC
INCREASED
Shares884,107 from 835,991
Change+48,116 (+6%)
Value$79.4M (+$5.9M)
Filed 2026-11-09
Dynamic Advisor Solutions LLC
INCREASED
Shares877,579 from 854,513
Change+23,066 (+3%)
Value$78.8M (+$3.7M)
Filed 2026-10-13
Earned Wealth Advisors, LLC
INCREASED
Shares867,641 from 842,270
Change+25,371 (+3%)
Value$77.9M (+$3.9M)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares863,190 from 792,778
Change+70,412 (+9%)
Value$77.5M (+$7.8M)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares862,435 from 973,176
Change-110,741 (-11%)
Value$77.4M (-$8.1M)
Filed 2026-10-08
Taiyo Life Insurance Co
UNCHANGED
Shares855,500 from 855,500
Change0 (0%)
Value$76.8K (-$75.1M)
Filed 2026-10-20
IAG Wealth Partners, LLC
INCREASED
Shares843,637 from 838,486
Change+5,151 (+1%)
Value$75.7M (+$2.0M)
Filed 2026-11-06
N.E.W. Advisory Services LLC
DECREASED
Shares839,909 from 876,954
Change-37,045 (-4%)
Value$75.4M (-$1.7M)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares832,206 from 783,133
Change+49,073 (+6%)
Value$74.7M (+$5.9M)
Filed 2026-11-05
Private Wealth Group, LLC
INCREASED
Shares817,556 from 790,173
Change+27,383 (+3%)
Value$73.4M (+$3.9M)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares815,721 from 598,678
Change+217,043 (+36%)
Value$73.2M (+$20.6M)
Filed 2026-10-26
ODonnell Financial Services, LLC
INCREASED
Shares799,231 from 783,367
Change+15,864 (+2%)
Value$71.7M (+$2.9M)
Filed 2026-11-09
Penobscot Wealth Management
INCREASED
Shares796,100 from 784,975
Change+11,125 (+1%)
Value$71.5M (+$2.5M)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares776,022 from 740,912
Change+35,110 (+5%)
Value$69.7M (+$4.5M)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares773,937 from 766,163
Change+7,774 (+1%)
Value$69.5M (+$2.1M)
Filed 2026-10-16
Western Wealth Management, LLC
INCREASED
Shares764,762 from 744,025
Change+20,737 (+3%)
Value$68.6M (+$3.3M)
Filed 2026-11-09
Principal Financial Group Inc
INCREASED
Shares751,949 from 509,443
Change+242,506 (+48%)
Value$67.5M (+$22.7M)
Filed 2026-11-02
Tull Financial Group, Inc.
INCREASED
Shares750,836 from 706,854
Change+43,982 (+6%)
Value$67.4M (+$5.3M)
Filed 2026-11-05
New Perspectives, Inc
INCREASED
Shares746,537 from 733,557
Change+12,980 (+2%)
Value$67.0M (+$2.5M)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
DECREASED
Shares737,791 from 737,949
Change-158 (0%)
Value$66.2M (+$1.4M)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares710,209 from 668,521
Change+41,688 (+6%)
Value$63.7M (+$5.0M)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares701,619 from 683,011
Change+18,608 (+3%)
Value$63.0M (+$3.0M)
Filed 2026-10-08
International City Management Association Retirement Corp
NEW
Shares693,547
Change+693,547
Value$62.3M
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares691,150 from 664,572
Change+26,578 (+4%)
Value$62.0M (+$3.6M)
Filed 2026-11-04
Macco Financial Group, Inc.
INCREASED
Shares688,433 from 633,400
Change+55,033 (+9%)
Value$61.8M (+$6.1M)
Filed 2026-11-05
Stone House Investment Management, LLC
INCREASED
Shares686,366 from 667,459
Change+18,907 (+3%)
Value$61.6M (+$3.0M)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares684,445 from 676,322
Change+8,123 (+1%)
Value$61.4M (+$2.0M)
Filed 2026-11-09
Bricktown Capital, LLC
INCREASED
Shares663,322 from 583,322
Change+80,000 (+14%)
Value$59.5M (+$8.3M)
Filed 2026-10-13
IFG Advisory, LLC
INCREASED
Shares660,778 from 455,449
Change+205,329 (+45%)
Value$59.3M (+$19.3M)
Filed 2026-11-09
Auour Investments LLC
DECREASED
Shares659,995 from 785,574
Change-125,579 (-16%)
Value$59.2M (-$9.8M)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares636,584 from 632,889
Change+3,695 (+1%)
Value$57.1M (+$1.5M)
Filed 2026-10-16
Investment Planning Advisors, Inc.
INCREASED
Shares630,403 from 604,935
Change+25,468 (+4%)
Value$56.6M (+$3.4M)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares622,740 from 584,920
Change+37,820 (+6%)
Value$55.9M (+$4.5M)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares622,019 from 623,005
Change-986 (0%)
Value$55.8M (+$1.1M)
Filed 2026-10-22
Financial Enhancement Group LLC
DECREASED
Shares620,582 from 622,276
Change-1,694 (0%)
Value$56.8M (+$2.1M)
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED
Shares615,682 from 559,275
Change+56,407 (+10%)
Value$55.3M (+$6.1M)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
INCREASED
Shares605,934 from 599,273
Change+6,661 (+1%)
Value$54.4M (+$1.7M)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares596,824 from 615,421
Change-18,597 (-3%)
Value$53.6M (-$512.1K)
Filed 2026-11-04
Kickstand Ventures, Llc.
DECREASED
Shares593,057 from 611,308
Change-18,251 (-3%)
Value$53.2M (-$488.9K)
Filed 2026-11-09
Cypress Wealth Services, LLC
INCREASED
Shares588,972 from 535,606
Change+53,366 (+10%)
Value$54.0M (+$7.0M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares586,760 from 577,102
Change+9,658 (+2%)
Value$52.7M (+$2.0M)
Filed 2026-10-22
Louisiana State Employees Retirement System
INCREASED
Shares574,700 from 540,000
Change+34,700 (+6%)
Value$51.6M (+$4.1M)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares572,680 from 573,623
Change-943 (0%)
Value$51.4M (+$993.8K)
Filed 2026-10-22
Retiremitten Financial LLC
INCREASED
Shares568,432 from 538,570
Change+29,862 (+6%)
Value$51.7M (+$4.3M)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares561,949 from 785,230
Change-223,281 (-28%)
Value$50.4M (-$18.6M)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
INCREASED
Shares556,681 from 543,456
Change+13,225 (+2%)
Value$50.0M (+$2.2M)
Filed 2026-10-16
Financial Insights, Inc.
INCREASED
Shares555,766 from 542,614
Change+13,152 (+2%)
Value$49.9M (+$2.2M)
Filed 2026-10-27
Verde Capital Management
INCREASED
Shares549,835 from 481,395
Change+68,440 (+14%)
Value$49.4M (+$7.0M)
Filed 2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED
Shares546,641 from 515,783
Change+30,858 (+6%)
Value$49.1M (+$3.7M)
Filed 2026-10-21
Compass Ion Advisors, LLC
DECREASED
Shares539,845 from 549,670
Change-9,825 (-2%)
Value$48.5M (+$151.5K)
Filed 2026-10-23
Wealth Management Nebraska
DECREASED
Shares539,530 from 542,815
Change-3,285 (-1%)
Value$48.4M (+$725.6K)
Filed 2026-10-26
SFG Wealth Management, Llc.
INCREASED
Shares534,347 from 526,644
Change+7,703 (+1%)
Value$48.0M (+$1.7M)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares523,478 from 543,471
Change-19,993 (-4%)
Value$47.0M (-$772.9K)
Filed 2026-11-06
Highland Financial Advisors, LLC
DECREASED
Shares518,702 from 528,512
Change-9,810 (-2%)
Value$46.6M (+$113.0K)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares515,760
Change+515,760
Value$45.3M
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
DECREASED
Shares515,117 from 525,107
Change-9,990 (-2%)
Value$46.2M (+$90.4K)
Filed 2026-10-09
Beacon Capital Management, LLC
INCREASED
Shares513,467 from 394,381
Change+119,086 (+30%)
Value$46.1M (+$11.4M)
Filed 2026-10-23
Crown Wealth Group, LLC
INCREASED
Shares512,609 from 494,535
Change+18,074 (+4%)
Value$46.0M (+$2.6M)
Filed 2026-10-19
Compass Financial Services Inc
INCREASED
Shares498,026 from 485,904
Change+12,122 (+2%)
Value$44.7M (+$2.0M)
Filed 2026-11-06
Prairie Advisory, LLC
INCREASED
Shares490,082 from 217,954
Change+272,128 (+125%)
Value$44.0M (+$24.8M)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares487,584 from 430,630
Change+56,954 (+13%)
Value$43.8M (+$5.9M)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares486,658 from 464,592
Change+22,066 (+5%)
Value$43.7M (+$2.9M)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED
Shares484,882 from 478,689
Change+6,193 (+1%)
Value$43.5M (+$1.5M)
Filed 2026-10-29
Legacy Wealth Management, LLC / MS
INCREASED
Shares471,587 from 302,964
Change+168,623 (+56%)
Value$42.3M (+$15.7M)
Filed 2026-10-30
Montz Harcus Wealth Management LLC
INCREASED
Shares462,330 from 454,084
Change+8,246 (+2%)
Value$41.5M (+$1.6M)
Filed 2026-10-09
Tanglewood Wealth Management, Inc.
NEW
Shares460,677
Change+460,677
Value$41.4M
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares457,644 from 427,208
Change+30,436 (+7%)
Value$41.1M (+$3.5M)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares451,860 from 476,898
Change-25,038 (-5%)
Value$40.6M (-$1.4M)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares443,830 from 433,296
Change+10,534 (+2%)
Value$39.8M (+$1.8M)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares442,931 from 437,312
Change+5,619 (+1%)
Value$40.6M (+$2.2M)
Filed 2026-10-13
Bauman Advisory Group, LLC
INCREASED
Shares440,986 from 413,608
Change+27,378 (+7%)
Value$39.6M (+$3.2M)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares439,874 from 464,460
Change-24,586 (-5%)
Value$39.5M (-$1.3M)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares436,835 from 432,820
Change+4,015 (+1%)
Value$39.2M (+$1.2M)
Filed 2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED
Shares429,042 from 425,852
Change+3,190 (+1%)
Value$38.5M (+$1.1M)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares428,438 from 577,339
Change-148,901 (-26%)
Value$38.5M (-$12.3M)
Filed 2026-10-20
Kelman-Lazarov, Inc.
DECREASED
Shares428,014 from 430,413
Change-2,399 (-1%)
Value$38.4M (+$593.8K)
Filed 2026-11-09
Clear Creek Financial Management, LLC
DECREASED
Shares423,872 from 527,660
Change-103,788 (-20%)
Value$38.0M (-$8.3M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares420,286 from 358,629
Change+61,657 (+17%)
Value$37.7M (+$6.2M)
Filed 2026-11-03
Archford Capital Strategies, LLC
INCREASED
Shares408,717 from 358,112
Change+50,605 (+14%)
Value$36.7M (+$5.2M)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED
Shares404,762 from 370,036
Change+34,726 (+9%)
Value$36.3M (+$3.8M)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares401,844 from 390,890
Change+10,954 (+3%)
Value$36.1M (+$1.7M)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares390,675 from 374,977
Change+15,698 (+4%)
Value$35.1M (+$2.1M)
Filed 2026-11-03
Thryve Wealth Management LLC
INCREASED
Shares388,769 from 379,473
Change+9,296 (+2%)
Value$34.9M (+$1.5M)
Filed 2026-10-09
Simplicity Wealth,LLC
DECREASED
Shares381,443 from 461,034
Change-79,591 (-17%)
Value$34.2M (-$6.3M)
Filed 2026-10-23
Upper Left Wealth Management, LLC
INCREASED
Shares380,177 from 121,120
Change+259,057 (+214%)
Value$34.1M (+$23.5M)
Filed 2026-10-14
Tableaux LLC
INCREASED
Shares379,502 from 374,730
Change+4,772 (+1%)
Value$34.1M (+$1.1M)
Filed 2026-10-23
Gen-Wealth Partners Inc
INCREASED
Shares377,626 from 359,939
Change+17,687 (+5%)
Value$33.9M (+$2.3M)
Filed 2026-11-04
Maia Wealth LLC
INCREASED
Shares374,475 from 312,109
Change+62,366 (+20%)
Value$33.6M (+$6.2M)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares368,804 from 378,953
Change-10,149 (-3%)
Value$33.1M (-$198.6K)
Filed 2026-10-26
Hobbs Wealth Management, LLC
INCREASED
Shares368,653 from 353,834
Change+14,819 (+4%)
Value$33.1M (+$2.0M)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares368,423 from 351,060
Change+17,363 (+5%)
Value$33.1M (+$2.2M)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares367,433 from 291,664
Change+75,769 (+26%)
Value$33.0M (+$7.3M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares364,729 from 384,568
Change-19,839 (-5%)
Value$32.7M (-$1.1M)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares364,564 from 661,768
Change-297,204 (-45%)
Value$32.7M (-$21.9M)
Filed 2026-11-06
Arete Wealth Advisors, LLC
DECREASED
Shares363,300 from 391,035
Change-27,735 (-7%)
Value$32.7M (-$1.7M)
Filed 2026-11-09
Evermay Wealth Management LLC
INCREASED
Shares361,836 from 327,357
Change+34,479 (+11%)
Value$32.5M (+$3.7M)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares360,616 from 306,583
Change+54,033 (+18%)
Value$32.4M (+$5.4M)
Filed 2026-11-02
Leslie Global Wealth, LLC
INCREASED
Shares360,024 from 336,229
Change+23,795 (+7%)
Value$32.3M (+$2.8M)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares358,806 from 338,179
Change+20,627 (+6%)
Value$32.2M (+$2.5M)
Filed 2026-10-21
Belpointe Asset Management LLC
INCREASED
Shares358,317 from 273,983
Change+84,334 (+31%)
Value$32.2M (+$8.1M)
Filed 2026-11-09
Nottingham Advisors, Inc.
INCREASED
Shares350,094 from 293,740
Change+56,354 (+19%)
Value$31.6M (+$523.8K)
Filed 2026-10-29
Selective Wealth Management, Inc.
INCREASED
Shares349,238 from 248,874
Change+100,364 (+40%)
Value$31.7M (+$10.0M)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares346,814 from 345,568
Change+1,246 (+0%)
Value$31.1M (+$776.0K)
Filed 2026-10-23
Arcadia Wealth Management, LLC
INCREASED
Shares345,635 from 218,104
Change+127,531 (+58%)
Value$31.0M (+$11.9M)
Filed 2026-10-22
Global View Capital Management LLC
DECREASED
Shares345,610 from 346,778
Change-1,168 (0%)
Value$31.0M (+$547.1K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
INCREASED
Shares339,104 from 311,951
Change+27,153 (+9%)
Value$30.4K (-$27.4M)
Filed 2026-10-22
AdvisorShares Investments LLC
NEW
Shares337,575
Change+337,575
Value$30.3M
Filed 2026-11-09
Novem Group
INCREASED
Shares332,952 from 321,777
Change+11,175 (+3%)
Value$29.9M (+$1.6M)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares324,874 from 321,618
Change+3,256 (+1%)
Value$29.2M (+$896.9K)
Filed 2026-10-26
Newport Capital Group, LLC
INCREASED
Shares324,536 from 5,890
Change+318,646 (+5410%)
Value$29.3M (+$28.7M)
Filed 2026-10-16
Mueller Wealth, LLC
INCREASED
Shares322,835 from 309,978
Change+12,857 (+4%)
Value$29.0M (+$1.7M)
Filed 2026-11-05
Clarus Group, Inc.
INCREASED
Shares321,474 from 285,013
Change+36,461 (+13%)
Value$28.9M (+$3.8M)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
DECREASED
Shares319,984 from 328,030
Change-8,046 (-2%)
Value$28.7M (-$105.5K)
Filed 2026-10-20
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares317,610 from 319,169
Change-1,559 (0%)
Value$28.5M (+$460.1K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares316,646 from 290,908
Change+25,738 (+9%)
Value$28.4M (+$2.9M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares315,606 from 367,274
Change-51,668 (-14%)
Value$28.3M (-$3.9M)
Filed 2026-10-14
Atlas Private Wealth Advisors
INCREASED
Shares311,692 from 300,403
Change+11,289 (+4%)
Value$28.0M (+$1.6M)
Filed 2026-10-23
McMill Wealth Management
INCREASED
Shares310,565 from 9,521
Change+301,044 (+3162%)
Value$27.9M (+$26.8M)
Filed 2026-11-05
Steele Capital Management, Inc.
DECREASED
Shares309,688 from 311,237
Change-1,549 (0%)
Value$27.8M (+$446.1K)
Filed 2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares307,898 from 284,987
Change+22,911 (+8%)
Value$27.6M (+$2.6M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares304,963 from 300,169
Change+4,794 (+2%)
Value$27.4M (+$994.6K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares302,623 from 308,279
Change-5,656 (-2%)
Value$27.2M (+$71.9K)
Filed 2026-11-06
Goodman Advisory Group, LLC
INCREASED
Shares302,514 from 299,157
Change+3,357 (+1%)
Value$27.2M (+$863.7K)
Filed 2026-11-02
Kagan Cocozza Asset Management
INCREASED
Shares302,139 from 286,656
Change+15,483 (+5%)
Value$27.1M (+$1.9M)
Filed 2026-10-19
DDD Partners, LLC
DECREASED
Shares297,270 from 297,704
Change-434 (0%)
Value$26.7M (+$520.7K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares293,827 from 269,316
Change+24,511 (+9%)
Value$26.4M (+$2.7M)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares293,715 from 258,146
Change+35,569 (+14%)
Value$26.4M (+$3.7M)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares292,737 from 268,913
Change+23,824 (+9%)
Value$26.3M (+$2.6M)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares291,268 from 297,430
Change-6,162 (-2%)
Value$26.1M (+$6.1K)
Filed 2026-11-03
Retirement Financial Solutions, LLC
INCREASED
Shares288,947 from 282,726
Change+6,221 (+2%)
Value$25.9M (+$1.1M)
Filed 2026-10-20
Clarity Asset Management, Inc.
INCREASED
Shares288,772 from 287,736
Change+1,036 (+0%)
Value$25.9M (+$633.9K)
Filed 2026-10-14
Lincoln Capital Corp
INCREASED
Shares287,826 from 263,570
Change+24,256 (+9%)
Value$25.8M (+$2.7M)
Filed 2026-10-13
Arrien Investments, Inc.
DECREASED
Shares286,840 from 287,849
Change-1,009 (0%)
Value$25.7M (+$450.6K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
INCREASED
Shares284,820 from 273,416
Change+11,404 (+4%)
Value$25.6M (+$1.5M)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares284,296 from 260,841
Change+23,455 (+9%)
Value$25.5M (+$2.6M)
Filed 2026-10-07
Merkkuri Wealth Advisors LLC
INCREASED
Shares281,928 from 277,647
Change+4,281 (+2%)
Value$25.3M (+$906.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares280,161 from 264,545
Change+15,616 (+6%)
Value$25.4M (+$2.1M)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED
Shares279,250 from 317,264
Change-38,014 (-12%)
Value$25.1M (-$2.8M)
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares275,812 from 243,694
Change+32,118 (+13%)
Value$24.8M (+$3.3M)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares275,757 from 278,605
Change-2,848 (-1%)
Value$24.8M (+$268.2K)
Filed 2026-10-14
Daviman Financial, LLC
DECREASED
Shares273,254 from 288,218
Change-14,964 (-5%)
Value$24.5M (-$801.3K)
Filed 2026-11-06
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares272,978 from 287,662
Change-14,684 (-5%)
Value$24.5M (-$777.3K)
Filed 2026-10-26
Beacon Capital Management, Inc.
DECREASED
Shares270,249 from 271,334
Change-1,085 (0%)
Value$24.3M (+$412.8K)
Filed 2026-10-13
S. R. Schill & Associates
DECREASED
Shares270,066 from 272,899
Change-2,833 (-1%)
Value$24.2M (+$258.8K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
NEW
Shares268,562
Change+268,562
Value$24.1M
Filed 2026-10-15
Buttonwood Financial Group, LLC
DECREASED
Shares260,859 from 261,338
Change-479 (0%)
Value$23.9M (+$959.7K)
Filed 2026-10-16
Bay Capital Advisors, LLC
INCREASED
Shares253,276 from 246,194
Change+7,082 (+3%)
Value$22.7M (+$1.1M)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares252,741 from 247,604
Change+5,137 (+2%)
Value$22.7M (+$926.6K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares252,731 from 226,533
Change+26,198 (+12%)
Value$22.7M (+$2.8M)
Filed 2026-10-15
Souders Financial Advisors
DECREASED
Shares250,622 from 258,192
Change-7,570 (-3%)
Value$22.5M (-$194.1K)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares250,061 from 216,943
Change+33,118 (+15%)
Value$22.4M (+$3.4M)
Filed 2026-10-23
Richmond Investment Services, LLC
INCREASED
Shares247,566 from 246,875
Change+691 (+0%)
Value$22.2M (+$526.1K)
Filed 2026-10-29
Capital Advantage, Inc.
DECREASED
Shares246,961 from 247,625
Change-664 (0%)
Value$22.2M (+$405.9K)
Filed 2026-10-14
Blue Water Asset Management
INCREASED
Shares246,627 from 246,155
Change+472 (+0%)
Value$22.1M (+$505.1K)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
INCREASED
Shares246,238 from 231,448
Change+14,790 (+6%)
Value$22.1M (+$1.8M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares244,844 from 242,539
Change+2,305 (+1%)
Value$21.9M (+$822.3K)
Filed 2026-10-27
Luken Investment Analytics, LLC
INCREASED
Shares242,853 from 240,226
Change+2,627 (+1%)
Value$21.8M (+$687.4K)
Filed 2026-11-06
Westwind Capital
DECREASED
Shares240,135 from 247,379
Change-7,244 (-3%)
Value$21.6K (-$185)
Filed 2026-10-08
Ferguson Shapiro LLC
INCREASED
Shares239,675 from 231,595
Change+8,080 (+3%)
Value$21.5M (+$1.2M)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares239,532 from 177,210
Change+62,322 (+35%)
Value$21.5M (+$5.9M)
Filed 2026-10-09
MKT Advisors LLC
INCREASED
Shares238,633 from 222,277
Change+16,356 (+7%)
Value$21.7M (+$2.2M)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares236,247 from 226,195
Change+10,052 (+4%)
Value$21.2M (+$1.3M)
Filed 2026-10-08
Mach-1 Financial Group, LLC
INCREASED
Shares234,633 from 8,111
Change+226,522 (+2793%)
Value$21.1M (+$20.3M)
Filed 2026-11-06
Legacy Solutions, LLC
DECREASED
Shares230,851 from 231,860
Change-1,009 (0%)
Value$20.7M (+$345.3K)
Filed 2026-10-07
Curtis Advisory Group, LLC
INCREASED
Shares230,104 from 203,168
Change+26,936 (+13%)
Value$20.7M (+$2.8M)
Filed 2026-10-28
Spectrum Advisors, Inc.
DECREASED
Shares225,935 from 349,239
Change-123,304 (-35%)
Value$20.3M (-$10.4M)
Filed 2026-11-03
Cordoba Advisory Partners LLC
INCREASED
Shares224,784 from 120,183
Change+104,601 (+87%)
Value$20.2M (+$9.6M)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares223,982 from 11,969
Change+212,013 (+1771%)
Value$20.1M (+$19.0M)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares220,242 from 198,111
Change+22,131 (+11%)
Value$19.8M (+$2.4M)
Filed 2026-10-23
Fortitude Financial, LLC
INCREASED
Shares215,070 from 188,087
Change+26,983 (+14%)
Value$19.3M (+$2.8M)
Filed 2026-10-19
Windsor Capital Management, LLC
DECREASED
Shares214,497 from 222,838
Change-8,341 (-4%)
Value$19.3M (-$329.9K)
Filed 2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED
Shares210,488 from 210,002
Change+486 (+0%)
Value$18.9M (+$438.4K)
Filed 2026-11-03
FFG Retirement Advisors LLC
INCREASED
Shares208,062 from 115,034
Change+93,028 (+81%)
Value$18.7M (+$8.6M)
Filed 2026-10-20
NovaPoint Capital, LLC
INCREASED
Shares207,279 from 204,030
Change+3,249 (+2%)
Value$18.6M (+$675.2K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares207,115 from 120,207
Change+86,908 (+72%)
Value$18.6M (+$8.0M)
Filed 2026-10-26
Omni 360 Wealth, Inc.
INCREASED
Shares205,560 from 198,077
Change+7,483 (+4%)
Value$18.5M (+$1.0M)
Filed 2026-10-13
Tidemark, LLC
INCREASED
Shares200,146 from 196,696
Change+3,450 (+2%)
Value$18.0M (+$679.4K)
Filed 2026-11-09
Valmark Advisers, Inc.
INCREASED
Shares199,798 from 185,101
Change+14,697 (+8%)
Value$17.9M (+$1.7M)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
INCREASED
Shares199,576 from 183,088
Change+16,488 (+9%)
Value$17.9M (+$1.8M)
Filed 2026-10-29
Tortoise Investment Management, LLC
INCREASED
Shares199,241 from 190,204
Change+9,037 (+5%)
Value$17.9M (+$1.2M)
Filed 2026-11-06
Independent Wealth Network Inc.
DECREASED
Shares192,783 from 196,308
Change-3,525 (-2%)
Value$17.3M (+$52.6K)
Filed 2026-10-19
NBZ Investment Advisors LLC
DECREASED
Shares192,780 from 394,763
Change-201,983 (-51%)
Value$17.3M (-$17.4M)
Filed 2026-10-30
Legacy Advisory Services, LLC
DECREASED
Shares191,471 from 242,446
Change-50,975 (-21%)
Value$17.2M (-$4.1M)
Filed 2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares188,516 from 196,397
Change-7,881 (-4%)
Value$16.9M (-$338.1K)
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares188,389 from 162,121
Change+26,268 (+16%)
Value$16.9M (+$2.7M)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares187,951 from 189,822
Change-1,871 (-1%)
Value$16.9M (+$188.9K)
Filed 2026-10-28
Paladin Wealth, LLC
INCREASED
Shares186,293 from 174,264
Change+12,029 (+7%)
Value$16.7M (+$1.4M)
Filed 2026-10-23
Stone Summit Wealth LLC
INCREASED
Shares186,269 from 162,191
Change+24,078 (+15%)
Value$16.7M (+$2.5M)
Filed 2026-10-14
SeedSafe Financial LLC
INCREASED
Shares186,143 from 172,714
Change+13,429 (+8%)
Value$16.7M (+$1.5M)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares185,922 from 44,687
Change+141,235 (+316%)
Value$16.7M (+$12.8M)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares182,424 from 174,804
Change+7,620 (+4%)
Value$16.4M (+$1.0M)
Filed 2026-11-05
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares182,052 from 177,442
Change+4,610 (+3%)
Value$16.3M (+$747.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares181,761 from 165,902
Change+15,859 (+10%)
Value$16.3M (+$1.7M)
Filed 2026-10-23
Sheets Smith Wealth Management
DECREASED
Shares178,266 from 181,706
Change-3,440 (-2%)
Value$16.0M (+$32.8K)
Filed 2026-10-16
Moulton Wealth Management, Inc
DECREASED
Shares177,700 from 207,915
Change-30,215 (-15%)
Value$16.0M (-$2.3M)
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares176,974 from 177,517
Change-543 (0%)
Value$15.9M (+$285.0K)
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares176,740 from 146,258
Change+30,482 (+21%)
Value$15.9M (+$3.0M)
Filed 2026-11-06
GenWealth Group, Inc.
INCREASED
Shares176,567 from 170,111
Change+6,456 (+4%)
Value$15.8M (+$899.3K)
Filed 2026-10-16
Rational Advisors, Inc.
INCREASED
Shares175,632 from 173,941
Change+1,691 (+1%)
Value$15.8M (+$478.8K)
Filed 2026-11-02
Lord & Richards Wealth Management, LLC
DECREASED
Shares174,743 from 209,830
Change-35,087 (-17%)
Value$15.7M (-$2.8M)
Filed 2026-10-14
Financial Futures Ltd Liability Co.
INCREASED
Shares173,612 from 171,527
Change+2,085 (+1%)
Value$15.6M (+$509.6K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares173,334 from 168,853
Change+4,481 (+3%)
Value$15.6M (+$719.7K)
Filed 2026-10-27
Cutler Investment Counsel LLC
INCREASED
Shares172,632 from 157,363
Change+15,269 (+10%)
Value$15.5M (+$1.7M)
Filed 2026-10-28
Evolution Wealth Management Inc.
INCREASED
Shares171,804 from 134,440
Change+37,364 (+28%)
Value$15.4M (+$3.6M)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares168,178 from 68,838
Change+99,340 (+144%)
Value$15.1M (+$9.0M)
Filed 2026-10-08
Towercrest Capital Management
DECREASED
Shares166,663 from 173,788
Change-7,125 (-4%)
Value$15.0M (-$312.7K)
Filed 2026-10-23
Wise Wealth Partners
INCREASED
Shares165,293 from 155,711
Change+9,582 (+6%)
Value$14.8M (+$1.2M)
Filed 2026-10-14
United Asset Strategies, Inc.
DECREASED
Shares165,256 from 175,724
Change-10,468 (-6%)
Value$14.8M (-$609.2K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares164,392 from 158,414
Change+5,978 (+4%)
Value$14.8M (+$834.4K)
Filed 2026-10-14
Perennial Advisors, LLC
INCREASED
Shares164,103 from 140,225
Change+23,878 (+17%)
Value$14.7M (+$2.4M)
Filed 2026-10-13
Arwa LLC
DECREASED
Shares163,053 from 178,654
Change-15,601 (-9%)
Value$14.9M (-$860.1K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares157,380 from 150,263
Change+7,117 (+5%)
Value$14.1M (+$921.3K)
Filed 2026-10-21
Rainier Family Wealth Inc
INCREASED
Shares157,214 from 155,238
Change+1,976 (+1%)
Value$14.1M (+$469.3K)
Filed 2026-11-02
Avestar Capital, LLC
NEW
Shares155,470
Change+155,470
Value$14.0M
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares155,273 from 159,494
Change-4,221 (-3%)
Value$13.9M (-$79.0K)
Filed 2026-10-29
Montag A & Associates Inc
NEW
Shares155,123
Change+155,123
Value$13.9M
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares154,289 from 150,877
Change+3,412 (+2%)
Value$13.8M (+$589.9K)
Filed 2026-10-14
Schwallier Wealth Management LLC
INCREASED
Shares154,110 from 125,145
Change+28,965 (+23%)
Value$13.8M (+$2.8M)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares153,125 from 25,786
Change+127,339 (+494%)
Value$13.7M (+$11.5M)
Filed 2026-10-09
WealthPoint Financial, LLC
INCREASED
Shares153,003 from 150,414
Change+2,589 (+2%)
Value$13.7M (+$515.2K)
Filed 2026-11-03
Pine Valley Investments Ltd Liability Co
INCREASED
Shares152,994 from 147,160
Change+5,834 (+4%)
Value$13.7M (+$800.4K)
Filed 2026-11-09
JBR Co Financial Management Inc
DECREASED
Shares150,515 from 159,875
Change-9,360 (-6%)
Value$13.2M (-$839.1K)
Filed 2026-10-13
Ridgeline Wealth, LLC
DECREASED
Shares149,455 from 150,016
Change-561 (0%)
Value$13.7M (+$499.2K)
Filed 2026-10-14
Marathon Strategic Advisors, LLC
DECREASED
Shares148,884 from 153,363
Change-4,479 (-3%)
Value$13.4M (-$113.7K)
Filed 2026-10-20
ATX Financial Planning, LLC
INCREASED
Shares148,746 from 95,848
Change+52,898 (+55%)
Value$13.4M (+$4.9M)
Filed 2026-10-14
Arvest Investments, Inc.
INCREASED
Shares148,509 from 124,408
Change+24,101 (+19%)
Value$13.3M (+$2.4M)
Filed 2026-10-21
Clarity Retirement & Wealth, LLC
INCREASED
Shares148,022 from 147,034
Change+988 (+1%)
Value$13.3M (+$365.1K)
Filed 2026-11-04
Financial Security Advisor, Inc.
INCREASED
Shares147,979 from 87,337
Change+60,642 (+69%)
Value$13.3M (+$5.6M)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares146,626 from 139,300
Change+7,326 (+5%)
Value$13.2M (+$919.5K)
Filed 2026-10-22
One Degree Advisors Inc
INCREASED
Shares144,625 from 144,457
Change+168 (+0%)
Value$13.3M (+$586.0K)
Filed 2026-11-06
Sutton Place Investors LLC
INCREASED
Shares142,546 from 139,693
Change+2,853 (+2%)
Value$12.8M (+$518.7K)
Filed 2026-10-20
Theory Financial LLC
DECREASED
Shares136,315 from 139,379
Change-3,064 (-2%)
Value$12.2M (-$13.1K)
Filed 2026-11-09
Venture Visionary Partners LLC
DECREASED
Shares134,517 from 135,710
Change-1,193 (-1%)
Value$12.1M (+$148.0K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED
Shares133,799 from 121,857
Change+11,942 (+10%)
Value$12.0M (+$1.3M)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares132,774 from 131,558
Change+1,216 (+1%)
Value$11.9M (+$356.4K)
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares132,211 from 113,145
Change+19,066 (+17%)
Value$11.9M (+$1.9M)
Filed 2026-10-07
Alliance Wealth Management Group
DECREASED
Shares130,930 from 138,155
Change-7,225 (-5%)
Value$11.8M (-$388.8K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares130,578 from 120,473
Change+10,105 (+8%)
Value$11.7M (+$1.1M)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares127,547 from 129,607
Change-2,060 (-2%)
Value$11.4M (+$58.7K)
Filed 2026-10-13
Apeiron RIA LLC
INCREASED
Shares127,546 from 103,448
Change+24,098 (+23%)
Value$11.5M (+$2.4M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares127,145 from 100,977
Change+26,168 (+26%)
Value$11.4M (+$2.5M)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares125,841 from 121,370
Change+4,471 (+4%)
Value$11.3M (+$618.6K)
Filed 2026-10-29
Tempus Wealth Planning, LLC
INCREASED
Shares125,350 from 100,050
Change+25,300 (+25%)
Value$11.3M (+$2.5M)
Filed 2026-10-14
Tower View Wealth Management LLC
DECREASED
Shares123,799 from 127,446
Change-3,647 (-3%)
Value$11.1M (-$87.8K)
Filed 2026-10-23
Cooper Capital Advisors LLC
INCREASED
Shares123,404 from 119,650
Change+3,754 (+3%)
Value$11.1M (+$561.9K)
Filed 2026-10-29
MMA Asset Management LLC
INCREASED
Shares121,257 from 111,749
Change+9,508 (+9%)
Value$10.9M (+$1.1M)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED
Shares119,853 from 119,868
Change-15 (0%)
Value$10.9M (+$310.3K)
Filed 2026-10-13
Trademark Financial Management, LLC
INCREASED
Shares119,726 from 113,887
Change+5,839 (+5%)
Value$10.7M (+$738.2K)
Filed 2026-10-23
Clarus Wealth Advisors
INCREASED
Shares118,589 from 116,667
Change+1,922 (+2%)
Value$10.9M (+$633.4K)
Filed 2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares118,265 from 139,469
Change-21,204 (-15%)
Value$10.6M (-$1.6M)
Filed 2026-10-22
Cobblestone Asset Management LLC
INCREASED
Shares118,242 from 116,376
Change+1,866 (+2%)
Value$10.6M (+$386.3K)
Filed 2026-10-13
River Street Advisors LLC
DECREASED
Shares117,437 from 118,387
Change-950 (-1%)
Value$10.5M (+$137.3K)
Filed 2026-10-22
Condor Capital Management
INCREASED
Shares117,248 from 73,147
Change+44,101 (+60%)
Value$10.5M (+$4.1M)
Filed 2026-11-06
Flynn Zito Capital Management, LLC
DECREASED
Shares116,810 from 120,886
Change-4,076 (-3%)
Value$10.5M (-$138.5K)
Filed 2026-11-04
StoneCrest Wealth Management, Inc.
DECREASED
Shares116,730 from 117,314
Change-584 (0%)
Value$10.5M (+$168.1K)
Filed 2026-11-03
6th Street Advisors, LLC
INCREASED
Shares116,046 from 115,973
Change+73 (+0%)
Value$10.4M (+$224.6K)
Filed 2026-10-14
Independence Wealth Advisors, LLC
INCREASED
Shares115,538 from 113,481
Change+2,057 (+2%)
Value$10.4M (+$398.0K)
Filed 2026-10-29
Bull Oak Capital, LLC
DECREASED
Shares113,705 from 115,774
Change-2,069 (-2%)
Value$10.2M (+$32.0K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares113,205 from 111,996
Change+1,209 (+1%)
Value$10.2M (+$319.0K)
Filed 2026-11-04
Silver OAK Securities, Incorporated
INCREASED
Shares111,785 from 64,617
Change+47,168 (+73%)
Value$9.7M (+$4.0M)
Filed 2026-11-09
Convergence Financial, LLC
DECREASED
Shares111,719 from 201,965
Change-90,246 (-45%)
Value$10.0M (-$7.7M)
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares111,116 from 108,344
Change+2,772 (+3%)
Value$10.0M (+$452.6K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares110,444 from 118,234
Change-7,790 (-7%)
Value$9.9M (-$476.9K)
Filed 2026-10-27
Financial Guidance Group, Inc.
INCREASED
Shares109,950 from 95,230
Change+14,720 (+15%)
Value$9.9M (+$1.5M)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares109,764 from 108,169
Change+1,595 (+1%)
Value$9.9M (+$346.6K)
Filed 2026-10-28
Morling Financial Advisors, LLC
INCREASED
Shares109,460 from 108,424
Change+1,036 (+1%)
Value$9.8M (+$296.8K)
Filed 2026-10-28
Lighthouse Financial Services Inc
INCREASED
Shares109,366 from 104,481
Change+4,885 (+5%)
Value$9.8M (+$646.3K)
Filed 2026-11-02
Trinity Wealth Management, LLC
INCREASED
Shares108,686 from 102,436
Change+6,250 (+6%)
Value$9.8M (+$753.6K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
INCREASED
Shares107,813 from 103,875
Change+3,938 (+4%)
Value$9.7M (+$548.8K)
Filed 2026-10-14
WealthPLAN Partners, LLC
INCREASED
Shares106,946 from 106,502
Change+444 (+0%)
Value$9.6M (+$240.1K)
Filed 2026-10-15
E&G Advisors, LLC
INCREASED
Shares106,891 from 105,138
Change+1,753 (+2%)
Value$9.6M (+$355.0K)
Filed 2026-10-13
First Security Investment Management, Inc.
NEW
Shares105,303
Change+105,303
Value$9.5M
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares104,551
Change+104,551
Value$9.4M
Filed 2026-11-05
Compass Wealth Management LLC
INCREASED
Shares104,218 from 95,428
Change+8,790 (+9%)
Value$9.4M (+$968.3K)
Filed 2026-10-22
Clearview Wealth Management LLC
INCREASED
Shares103,118 from 72,958
Change+30,160 (+41%)
Value$9.4M (+$3.0M)
Filed 2026-10-16
Guardian Asset Advisors, LLC
DECREASED
Shares102,114 from 128,758
Change-26,644 (-21%)
Value$9.2M (-$2.2M)
Filed 2026-10-16
Fortis Group Advisors, LLC
INCREASED
Shares101,991 from 92,720
Change+9,271 (+10%)
Value$9.1M (+$924.0K)
Filed 2026-11-06
Values Added Financial LLC
INCREASED
Shares101,605 from 100,964
Change+641 (+1%)
Value$9.1M (+$247.3K)
Filed 2026-10-28
Wealth Management Resources, Inc.
INCREASED
Shares101,273 from 99,508
Change+1,765 (+2%)
Value$9.1M (+$345.5K)
Filed 2026-10-21
Advisors Preferred, LLC
UNCHANGED
Shares100,005 from 100,005
Change0 (0%)
Value$9.1M (+$293.0K)
Filed 2026-11-09
Alaska Wealth Advisors, LLC
INCREASED
Shares98,853 from 82,873
Change+15,980 (+19%)
Value$8.9M (+$1.6M)
Filed 2026-11-09
Apollon Financial, LLC
INCREASED
Shares98,358 from 96,546
Change+1,812 (+2%)
Value$8.8M (+$344.1K)
Filed 2026-10-23
Tandem Investment Partners LLC
INCREASED
Shares98,120 from 96,466
Change+1,654 (+2%)
Value$8.8M (+$329.8K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares97,785 from 97,784
Change+1 (0%)
Value$8.8M (+$183.9K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
INCREASED
Shares97,247 from 77,003
Change+20,244 (+26%)
Value$8.7M (+$2.0M)
Filed 2026-11-03
Wealthcare Capital Management LLC
DECREASED
Shares96,831 from 106,384
Change-9,553 (-9%)
Value$8.7M (-$657.5K)
Filed 2026-10-21
Brown Miller Wealth Management, LLC
INCREASED
Shares96,683 from 87,619
Change+9,064 (+10%)
Value$8.7M (+$978.4K)
Filed 2026-11-02
Aspire Private Capital, LLC
INCREASED
Shares95,824 from 93,845
Change+1,979 (+2%)
Value$8.6M (+$354.0K)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares94,819 from 258,674
Change-163,855 (-63%)
Value$8.5M (-$14.2M)
Filed 2026-10-16
Absolute Capital Management, LLC
DECREASED
Shares94,585 from 108,983
Change-14,398 (-13%)
Value$8.5M (-$1.1M)
Filed 2026-10-16
Kroeger Financial Partners
DECREASED
Shares94,166 from 94,948
Change-782 (-1%)
Value$8.5M (+$108.3K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
INCREASED
Shares93,840 from 91,970
Change+1,870 (+2%)
Value$479.9K (+$9.6K)
Filed 2026-10-20
Turning Point Benefit Group, Inc.
DECREASED
Shares93,154 from 98,369
Change-5,215 (-5%)
Value$8.4M (-$261.6K)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares92,553 from 79,364
Change+13,189 (+17%)
Value$8.3M (+$1.3M)
Filed 2026-10-14
Range Financial Group LLC
DECREASED
Shares92,188 from 94,410
Change-2,222 (-2%)
Value$8.3M (-$21.9K)
Filed 2026-10-21
Kanawha Capital Management LLC
INCREASED
Shares91,687 from 84,787
Change+6,900 (+8%)
Value$8.2M (+$778.8K)
Filed 2026-10-19
Boothe Investment Group, Inc.
INCREASED
Shares90,353 from 88,218
Change+2,135 (+2%)
Value$8.1M (+$357.5K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares89,708 from 80,329
Change+9,379 (+12%)
Value$8.1M (+$992.9K)
Filed 2026-10-16
Shepherd Financial Partners LLC
INCREASED
Shares88,981 from 88,978
Change+3 (0%)
Value$8.0M (+$167.5K)
Filed 2026-11-03
Aldebaran Financial Inc.
INCREASED
Shares88,062 from 79,686
Change+8,376 (+11%)
Value$7.9M (+$901.6K)
Filed 2026-11-06
FWG Investments, Llc.
INCREASED
Shares87,674 from 70,678
Change+16,996 (+24%)
Value$7.9M (+$1.7M)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares86,121 from 80,364
Change+5,757 (+7%)
Value$7.7M (+$667.8K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares85,082 from 89,126
Change-4,044 (-5%)
Value$7.7M (-$181.0K)
Filed 2026-10-30
Etesian Wealth Advisors, Inc.
INCREASED
Shares84,967 from 82,399
Change+2,568 (+3%)
Value$7.6M (+$385.4K)
Filed 2026-10-27
Midwest Heritage Bank, FSB
DECREASED
Shares84,803 from 86,249
Change-1,446 (-2%)
Value$7.6M (+$32.3K)
Filed 2026-10-26
Integrated Wealth Management
DECREASED
Shares83,780 from 91,906
Change-8,126 (-9%)
Value$7.5M (-$556.6K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares83,336 from 51,517
Change+31,819 (+62%)
Value$7.5M (+$3.0M)
Filed 2026-10-08
Roan Capital Partners
INCREASED
Shares83,103 from 74,351
Change+8,752 (+12%)
Value$7.5M (+$925.4K)
Filed 2026-10-09
Old Republic International Corp
NEW
Shares81,730
Change+81,730
Value$7.3K
Filed 2026-10-26
Cassilly Financial Group LLC
INCREASED
Shares81,251 from 77,920
Change+3,331 (+4%)
Value$7.3M (+$445.5K)
Filed 2026-10-07
Richardson Financial Services Inc.
DECREASED
Shares80,849 from 93,773
Change-12,924 (-14%)
Value$7.3M (-$983.8K)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED
Shares79,959 from 81,802
Change-1,843 (-2%)
Value$7.2M (-$54.3K)
Filed 2026-10-28
Heritage Family Offices, LLP
INCREASED
Shares79,566 from 68,319
Change+11,247 (+16%)
Value$7.1M (+$1.1M)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares79,264 from 87,972
Change-8,708 (-10%)
Value$7.1M (-$616.2K)
Filed 2026-10-27
Meridian Financial Advisors, LLC
INCREASED
Shares78,813 from 77,729
Change+1,084 (+1%)
Value$7.1M (+$243.4K)
Filed 2026-10-14
Basso Capital Management, L.P.
INCREASED
Shares78,398 from 77,516
Change+882 (+1%)
Value$7.0M (+$224.9K)
Filed 2026-10-30
Heritage OAK Wealth Advisors LLC
NEW
Shares78,204
Change+78,204
Value$7.0M
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares78,022 from 76,080
Change+1,942 (+3%)
Value$7.0M (+$317.3K)
Filed 2026-10-13
Integrity Wealth Advisors, Inc.
NEW
Shares77,660
Change+77,660
Value$7.0M
Filed 2026-10-29
Horizon Wealth Management, LLC
INCREASED
Shares77,630 from 77,591
Change+39 (+0%)
Value$7.0M (+$149.4K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares76,951 from 44,621
Change+32,330 (+72%)
Value$6.9M (+$3.0M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares76,708 from 160,282
Change-83,574 (-52%)
Value$6.9M (-$7.2M)
Filed 2026-10-21
Nwam LLC
DECREASED
Shares76,320 from 89,885
Change-13,565 (-15%)
Value$6.9M (-$1.0M)
Filed 2026-11-09
Uniting Wealth Partners, LLC
DECREASED
Shares76,016 from 77,471
Change-1,455 (-2%)
Value$6.8M (+$15.1K)
Filed 2026-11-06
Mlp3, LLC
INCREASED
Shares74,911 from 67,644
Change+7,267 (+11%)
Value$6.7M (+$779.5K)
Filed 2026-10-22
IMG Wealth Management, Inc.
INCREASED
Shares74,726 from 59,209
Change+15,517 (+26%)
Value$6.7M (+$1.5M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares74,700 from 12,075
Change+62,625 (+519%)
Value$6.7M (+$5.7M)
Filed 2026-10-16
Truefg, LLC
INCREASED
Shares74,056 from 73,621
Change+435 (+1%)
Value$6.6M (+$177.5K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares73,470 from 73,211
Change+259 (+0%)
Value$6.6M (+$160.9K)
Filed 2026-10-22
Blue Capital, Inc.
INCREASED
Shares73,254 from 72,895
Change+359 (+0%)
Value$6.6M (+$169.3K)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares72,763 from 73,470
Change-707 (-1%)
Value$6.5M (+$74.7K)
Filed 2026-10-22
Trek Financial, LLC
INCREASED
Shares72,594 from 49,271
Change+23,323 (+47%)
Value$6.5M (+$2.2M)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares72,560 from 73,087
Change-527 (-1%)
Value$6.5M (+$90.1K)
Filed 2026-11-05
MN Wealth Advisors, LLC
INCREASED
Shares72,289 from 67,588
Change+4,701 (+7%)
Value$6.5M (+$549.0K)
Filed 2026-10-23
HBK Sorce Advisory LLC
INCREASED
Shares71,665 from 70,282
Change+1,383 (+2%)
Value$6.2M (-$183.6K)
Filed 2026-11-06
Harbor Group, Inc.
INCREASED
Shares71,176 from 54,102
Change+17,074 (+32%)
Value$6.4M (+$1.6M)
Filed 2026-10-14
Meitav Investment House LTD
DECREASED
Shares70,926 from 87,742
Change-16,816 (-19%)
Value$6.4M (-$1.3M)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares70,788 from 68,616
Change+2,172 (+3%)
Value$6.4M (+$335.2K)
Filed 2026-10-30
Carroll Advisory Group, LLC
DECREASED
Shares70,509 from 71,069
Change-560 (-1%)
Value$6.3M (+$83.4K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares69,477 from 69,872
Change-395 (-1%)
Value$6.2M (+$95.9K)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares67,508 from 68,621
Change-1,113 (-2%)
Value$6.1M (+$29.1K)
Filed 2026-10-28
Cushing Capital Partners, LLC
DECREASED
Shares67,378 from 67,839
Change-461 (-1%)
Value$6.0M (+$86.2K)
Filed 2026-10-20
Fortis Capital Advisors, LLC
INCREASED
Shares67,377 from 6,854
Change+60,523 (+883%)
Value$6.0M (+$5.4M)
Filed 2026-11-09
Hengehold Capital Management LLC
INCREASED
Shares67,039 from 66,654
Change+385 (+1%)
Value$6.0M (+$159.9K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
DECREASED
Shares66,728 from 66,850
Change-122 (0%)
Value$6.0M (+$114.8K)
Filed 2026-10-09
Insight Advisors, LLC/ PA
INCREASED
Shares66,625 from 46,057
Change+20,568 (+45%)
Value$6.0M (+$1.9M)
Filed 2026-10-22
Downshift Financial, LLC
INCREASED
Shares66,393 from 65,506
Change+887 (+1%)
Value$6.0M (+$202.8K)
Filed 2026-10-13
Transcendent Capital Group LLC
DECREASED
Shares66,382 from 74,203
Change-7,821 (-11%)
Value$6.0M (-$562.5K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares65,953 from 67,093
Change-1,140 (-2%)
Value$5.9M (+$23.8K)
Filed 2026-10-22
Argent Trust Co
INCREASED
Shares65,456 from 3,821
Change+61,635 (+1613%)
Value$5.9M (+$5.5M)
Filed 2026-11-09
Vestment Financial LLC
DECREASED
Shares65,134 from 65,392
Change-258 (0%)
Value$5.8M (+$50.8K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares64,993 from 59,711
Change+5,282 (+9%)
Value$5.8M (+$586.4K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares64,369 from 51,899
Change+12,470 (+24%)
Value$5.8M (+$1.2M)
Filed 2026-11-04
HWG Holdings LP
INCREASED
Shares63,592 from 43,989
Change+19,603 (+45%)
Value$5.7M (+$1.8M)
Filed 2026-10-08
Asempa Wealth Advisors
INCREASED
Shares63,560 from 58,066
Change+5,494 (+9%)
Value$5.7M (+$612.4K)
Filed 2026-10-07
Semitam Bonam LLC
INCREASED
Shares63,011 from 54,270
Change+8,741 (+16%)
Value$5.7M (+$886.6K)
Filed 2026-10-27
Diversify Wealth Management, LLC
DECREASED
Shares62,578 from 68,442
Change-5,864 (-9%)
Value$5.7M (-$269.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares62,578 from 68,442
Change-5,864 (-9%)
Value$5.7M (-$269.2K)
Filed 2026-10-20
Bestgate Wealth Advisors, LLC
INCREASED
Shares62,098 from 53,698
Change+8,400 (+16%)
Value$5.6M (+$855.0K)
Filed 2026-10-13
Aureum Wealth Management, LLC
DECREASED
Shares61,994 from 62,044
Change-50 (0%)
Value$5.6M (+$112.2K)
Filed 2026-10-15
High Probability Advisors, LLC
INCREASED
Shares61,971 from 58,738
Change+3,233 (+6%)
Value$5.6M (+$400.6K)
Filed 2026-10-19
Lunt Capital Management, Inc.
INCREASED
Shares61,297 from 58,616
Change+2,681 (+5%)
Value$5.5M (+$350.8K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares61,063 from 60,659
Change+404 (+1%)
Value$5.5M (+$150.3K)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares60,484 from 58,952
Change+1,532 (+3%)
Value$5.4M (+$248.3K)
Filed 2026-10-28
Rossby Financial, LCC
DECREASED
Shares60,162 from 62,179
Change-2,017 (-3%)
Value$5.4M (-$64.2K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares60,031 from 60,302
Change-271 (0%)
Value$5.4M (+$89.0K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares59,904 from 93,698
Change-33,794 (-36%)
Value$5.4M (-$2.9M)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares59,013 from 55,978
Change+3,035 (+5%)
Value$5.3M (+$377.7K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares58,341 from 13,956
Change+44,385 (+318%)
Value$5.2M (+$4.2M)
Filed 2026-10-13
Legacy Capital Group California, Inc.
DECREASED
Shares58,334 from 59,104
Change-770 (-1%)
Value$5.2M (+$42.0K)
Filed 2026-11-09
Portside Wealth Group, LLC
DECREASED
Shares58,122 from 64,985
Change-6,863 (-11%)
Value$5.2M (-$493.9K)
Filed 2026-10-20
Sunpointe, LLC
INCREASED
Shares57,897 from 55,930
Change+1,967 (+4%)
Value$5.2M (+$281.7K)
Filed 2026-10-22
Shuttleworth & Co
DECREASED
Shares57,840 from 58,247
Change-407 (-1%)
Value$5.2M (+$73.0K)
Filed 2026-10-30
New Jersey Better Educational Savings Trust
UNCHANGED
Shares57,427 from 57,427
Change0 (0%)
Value$5.2M (+$108.0K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares56,957 from 56,097
Change+860 (+2%)
Value$5.1M (+$182.7K)
Filed 2026-10-06
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares56,541 from 61,881
Change-5,340 (-9%)
Value$5.1M (-$363.0K)
Filed 2026-10-20
Bluesphere Advisors LLC
DECREASED
Shares56,401 from 56,776
Change-375 (-1%)
Value$5.1M (+$73.1K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares56,026 from 52,331
Change+3,695 (+7%)
Value$5.0K (-$4.6M)
Filed 2026-10-22
Courier Capital LLC
DECREASED
Shares56,007 from 58,972
Change-2,965 (-5%)
Value$5.0M (-$155.3K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares55,889 from 53,049
Change+2,840 (+5%)
Value$5.0M (+$354.7K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares55,084 from 55,381
Change-297 (-1%)
Value$4.9M (+$77.4K)
Filed 2026-10-29
Bison Wealth, LLC
DECREASED
Shares54,908 from 101,837
Change-46,929 (-46%)
Value$5.0M (-$4.0M)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares54,823 from 63,466
Change-8,643 (-14%)
Value$4.9M (-$739.6K)
Filed 2026-10-26
Tilson Financial Group, Inc.
DECREASED
Shares54,305 from 76,306
Change-22,001 (-29%)
Value$4.9M (-$1.8M)
Filed 2026-11-09
Beacon Financial Group
INCREASED
Shares54,174 from 53,773
Change+401 (+1%)
Value$4.9M (+$137.1K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares53,961 from 53,927
Change+34 (+0%)
Value$4.8M (+$104.4K)
Filed 2026-11-02
Cap Partners, LLC
INCREASED
Shares53,838 from 48,680
Change+5,158 (+11%)
Value$4.8M (+$554.5K)
Filed 2026-10-19
HF Advisory Group, LLC
INCREASED
Shares53,772 from 52,889
Change+883 (+2%)
Value$4.8M (+$178.7K)
Filed 2026-10-09
McHugh Group, LLC
INCREASED
Shares53,498 from 52,685
Change+813 (+2%)
Value$4.8M (+$172.0K)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares53,330 from 46,521
Change+6,809 (+15%)
Value$4.8M (+$698.7K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares53,120 from 50,372
Change+2,748 (+5%)
Value$4.8M (+$341.4K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares53,030 from 53,030
Change0 (0%)
Value$4.7M ($0)
Filed 2026-10-26
Bessemer Group Inc
INCREASED
Shares53,008 from 5,020
Change+47,988 (+956%)
Value$4.8K (-$436.2K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
INCREASED
Shares52,818 from 23,856
Change+28,962 (+121%)
Value$4.7M (+$2.6M)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares52,717 from 29,547
Change+23,170 (+78%)
Value$4.7M (+$2.1M)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares52,669 from 52,518
Change+151 (+0%)
Value$4.7M (+$112.3K)
Filed 2026-10-29
Compass Financial Group, Inc.
DECREASED
Shares52,546 from 53,133
Change-587 (-1%)
Value$4.7M (+$47.2K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares52,449 from 57,542
Change-5,093 (-9%)
Value$4.7M (-$348.9K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares52,438 from 21,486
Change+30,952 (+144%)
Value$4.7M (+$2.8M)
Filed 2026-10-28
Three Seasons Wealth, LLC
INCREASED
Shares52,099 from 9,273
Change+42,826 (+462%)
Value$4.7M (+$3.9M)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
DECREASED
Shares51,822 from 57,838
Change-6,016 (-10%)
Value$4.7M (-$431.2K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares51,486 from 49,713
Change+1,773 (+4%)
Value$4.6M (+$252.6K)
Filed 2026-11-03
WIN Advisors, Inc
NEW
Shares51,358
Change+51,358
Value$4.6M
Filed 2026-11-06
Balentine LLC
UNCHANGED
Shares51,067 from 51,067
Change0 (0%)
Value$4.6M (+$96.0K)
Filed 2026-11-03
Palatine Hill Wealth Management, LLC
INCREASED
Shares50,908 from 50,893
Change+15 (+0%)
Value$4.6M (+$97.0K)
Filed 2026-11-03
Phillip James Consulting Co.
INCREASED
Shares50,315 from 49,913
Change+402 (+1%)
Value$4.5M (+$129.9K)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares50,264 from 50,563
Change-299 (-1%)
Value$4.5M (+$68.2K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares49,618 from 37,653
Change+11,965 (+32%)
Value$4.5M (+$1.1M)
Filed 2026-11-04
Catalyst Private Wealth, LLC
DECREASED
Shares49,467 from 49,489
Change-22 (0%)
Value$4.4M (+$91.1K)
Filed 2026-10-13
International Private Wealth Advisors LLC
INCREASED
Shares49,027 from 48,511
Change+516 (+1%)
Value$4.4M (+$137.5K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares48,539 from 43,824
Change+4,715 (+11%)
Value$4.4M (+$505.7K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares48,478 from 50,337
Change-1,859 (-4%)
Value$4.4M (-$72.2K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares47,931 from 46,019
Change+1,912 (+4%)
Value$4.3M (+$258.1K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares46,843
Change+46,843
Value$4.2M
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares46,770 from 47,320
Change-550 (-1%)
Value$4.2M (+$39.5K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares45,669 from 55,831
Change-10,162 (-18%)
Value$4.1M (-$910.8K)
Filed 2026-10-30
ACT Advisors, Llc.
DECREASED
Shares45,563 from 48,719
Change-3,156 (-6%)
Value$4.1M (-$191.8K)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
DECREASED
Shares45,448 from 48,063
Change-2,615 (-5%)
Value$4.1M (-$144.4K)
Filed 2026-10-27
Centennial Advisors, LLC
DECREASED
Shares45,442 from 47,649
Change-2,207 (-5%)
Value$4.1M (-$108.6K)
Filed 2026-10-21
Endurance Services Ltd
UNCHANGED
Shares45,200 from 45,200
Change0 (0%)
Value$4.1M (+$85.0K)
Filed 2026-11-09
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares44,987 from 43,783
Change+1,204 (+3%)
Value$4.0M (+$190.4K)
Filed 2026-10-16
MBM Wealth Consultants, LLC
INCREASED
Shares44,934 from 44,032
Change+902 (+2%)
Value$4.0M (+$163.7K)
Filed 2026-10-20
Wagner Wealth Management, Corp
INCREASED
Shares44,494 from 40,594
Change+3,900 (+10%)
Value$4.0M (+$426.4K)
Filed 2026-10-20
Bluestem Financial Advisors, LLC
DECREASED
Shares43,961 from 43,984
Change-23 (0%)
Value$3.9M (+$80.7K)
Filed 2026-10-20
First Nebraska Trust Co
INCREASED
Shares43,269 from 27,660
Change+15,609 (+56%)
Value$3.9M (+$1.5M)
Filed 2026-10-30
Vectors Research Management, LLC
DECREASED
Shares43,029 from 47,187
Change-4,158 (-9%)
Value$3.9M (-$284.5K)
Filed 2026-11-09
Laurel OAK Wealth Management, LLC
DECREASED
Shares42,943 from 45,772
Change-2,829 (-6%)
Value$3.9M (-$167.8K)
Filed 2026-10-19
Wright Wealth LLC
DECREASED
Shares42,942 from 43,370
Change-428 (-1%)
Value$3.9M (+$43.1K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares42,892 from 30,262
Change+12,630 (+42%)
Value$3.8M (+$1.2M)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares42,643 from 39,644
Change+2,999 (+8%)
Value$3.8M (+$343.7K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
DECREASED
Shares42,364 from 51,856
Change-9,492 (-18%)
Value$3.8M (-$780.3K)
Filed 2026-10-09
New Wave Wealth Advisors LLC
DECREASED
Shares41,922 from 55,242
Change-13,320 (-24%)
Value$3.8M (-$1.0M)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED
Shares41,833 from 48,632
Change-6,799 (-14%)
Value$3.8M (-$518.8K)
Filed 2026-10-20
USAdvisors Wealth Management, LLC
INCREASED
Shares41,213 from 38,911
Change+2,302 (+6%)
Value$3.7K (-$3.4M)
Filed 2026-10-21
Corundum Group, Inc.
INCREASED
Shares40,963 from 37,204
Change+3,759 (+10%)
Value$3.7M (+$407.4K)
Filed 2026-10-28
Renasant Bank
DECREASED
Shares40,889 from 41,962
Change-1,073 (-3%)
Value$3.7M (-$17.4K)
Filed 2026-11-05
Centurion Wealth Management LLC
NEW
Shares40,841
Change+40,841
Value$3.7M
Filed 2026-10-13
Visionary Horizons, LLC
INCREASED
Shares40,728 from 9,396
Change+31,332 (+333%)
Value$3.7M (+$2.8M)
Filed 2026-10-22
Maple Capital Management, Inc.
DECREASED
Shares40,500 from 43,108
Change-2,608 (-6%)
Value$3.6M (-$153.1K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares40,449 from 37,615
Change+2,834 (+8%)
Value$3.6M (+$325.1K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares40,409 from 40,370
Change+39 (+0%)
Value$3.6M (+$79.4K)
Filed 2026-10-22
Virtue Capital Management, LLC
NEW
Shares40,273
Change+40,273
Value$3.6M
Filed 2026-10-29
Novus Advisors, LLC
INCREASED
Shares40,039 from 38,097
Change+1,942 (+5%)
Value$3.6M (+$245.9K)
Filed 2026-11-09
JSF Financial, LLC
DECREASED
Shares39,880 from 40,159
Change-279 (-1%)
Value$3.6M (+$50.5K)
Filed 2026-10-22
Key Capital Management, Inc
INCREASED
Shares39,864 from 33,523
Change+6,341 (+19%)
Value$3.6M (+$632.2K)
Filed 2026-11-03
Certior Financial Group, LLC
DECREASED
Shares39,440 from 42,418
Change-2,978 (-7%)
Value$3.5M (-$187.6K)
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares39,277 from 38,978
Change+299 (+1%)
Value$3.5M (+$100.1K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares38,908 from 21,952
Change+16,956 (+77%)
Value$3.5M (+$1.6M)
Filed 2026-10-13
Wealthfront Advisers LLC
INCREASED
Shares38,855 from 33,910
Change+4,945 (+15%)
Value$3.5M (+$507.6K)
Filed 2026-11-09
Private Advisory Group LLC
INCREASED
Shares38,798 from 38,107
Change+691 (+2%)
Value$3.5M (+$133.7K)
Filed 2026-11-06
Vivid Wealth Management, LLC
INCREASED
Shares38,455 from 38,253
Change+202 (+1%)
Value$3.5M (+$90.1K)
Filed 2026-10-27
Mezzasalma Advisors, LLC
INCREASED
Shares38,156 from 26,880
Change+11,276 (+42%)
Value$3.4M (+$1.1M)
Filed 2026-10-14
Atlantic Private Wealth, LLC
INCREASED
Shares38,064 from 271
Change+37,793 (+13946%)
Value$3.4M (+$3.4M)
Filed 2026-11-09
Apella Capital, LLC
DECREASED
Shares37,837 from 42,839
Change-5,002 (-12%)
Value$3.5M (-$309.2K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares37,563 from 33,950
Change+3,613 (+11%)
Value$3.4M (+$388.1K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
INCREASED
Shares37,255 from 29,453
Change+7,802 (+26%)
Value$3.3M (+$747.9K)
Filed 2026-10-28
Midwest Financial Network, LLC
INCREASED
Shares37,218 from 32,724
Change+4,494 (+14%)
Value$3.3M (+$464.9K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares37,091 from 25,695
Change+11,396 (+44%)
Value$3.3M (+$1.1M)
Filed 2026-10-19
Donaldson Capital Management, LLC
INCREASED
Shares36,515 from 16,852
Change+19,663 (+117%)
Value$3.3M (+$1.8M)
Filed 2026-11-09
Summit Financial Wealth Advisors, LLC
INCREASED
Shares36,424 from 35,704
Change+720 (+2%)
Value$3.3M (+$131.7K)
Filed 2026-10-15
IFC & Insurance Marketing, Inc.
DECREASED
Shares36,352 from 36,487
Change-135 (0%)
Value$3.3M (+$56.5K)
Filed 2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED
Shares36,130 from 36,130
Change0 (0%)
Value$3.2K (+$68)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares36,127 from 38,656
Change-2,529 (-7%)
Value$3.2M (-$154.3K)
Filed 2026-10-28
Investment Management Trust, LLC
INCREASED
Shares35,962 from 29,147
Change+6,815 (+23%)
Value$3.2M (+$666.5K)
Filed 2026-11-05
Elevation Wealth Management LLC
INCREASED
Shares35,920 from 35,632
Change+288 (+1%)
Value$3.2M (+$92.8K)
Filed 2026-11-02
Waterfront Wealth Inc.
DECREASED
Shares35,837 from 37,202
Change-1,365 (-4%)
Value$3.2M (-$64.9K)
Filed 2026-11-03
Fortitude Family Office, LLC
DECREASED
Shares35,683 from 36,479
Change-796 (-2%)
Value$3.2M (-$2.9K)
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
INCREASED
Shares35,616 from 33,292
Change+2,324 (+7%)
Value$3.2M (+$271.2K)
Filed 2026-11-04
Park Place Capital Corp
DECREASED
Shares35,542 from 211,738
Change-176,196 (-83%)
Value$3.2M (-$15.4M)
Filed 2026-11-09
Cooper Financial Group
INCREASED
Shares35,369 from 32,428
Change+2,941 (+9%)
Value$3.2M (+$324.9K)
Filed 2026-10-07
Financial Planning Navigators Corp
INCREASED
Shares35,131 from 31,899
Change+3,232 (+10%)
Value$3.2M (+$350.1K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
DECREASED
Shares35,004 from 38,552
Change-3,548 (-9%)
Value$3.1M (-$246.0K)
Filed 2026-10-13
Arista Wealth Management, LLC
DECREASED
Shares34,864 from 35,309
Change-445 (-1%)
Value$3.1M (+$26.4K)
Filed 2026-10-29
Wescott Financial Advisory Group, LLC
DECREASED
Shares34,771 from 35,074
Change-303 (-1%)
Value$3.1M (+$38.8K)
Filed 2026-11-09
StoneX Group Inc.
INCREASED
Shares34,764 from 16,966
Change+17,798 (+105%)
Value$3.1M (+$1.6M)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
DECREASED
Shares34,586 from 35,080
Change-494 (-1%)
Value$3.1M (+$21.6K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares34,581 from 10,459
Change+24,122 (+231%)
Value$3.1M (+$2.2M)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares34,566 from 34,566
Change0 (0%)
Value$3.1M (+$65.0K)
Filed 2026-10-27
Spectrum Strategic Capital Management, LLC
DECREASED
Shares33,864 from 36,224
Change-2,360 (-7%)
Value$3.0M (-$143.8K)
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares33,681 from 33,976
Change-295 (-1%)
Value$3.0M (+$37.4K)
Filed 2026-10-20
M Holdings Securities, Inc.
DECREASED
Shares33,660 from 35,412
Change-1,752 (-5%)
Value$3.0K (-$3.1M)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares33,449 from 31,685
Change+1,764 (+6%)
Value$3.0M (+$218.0K)
Filed 2026-10-26
Westover Capital Advisors, LLC
DECREASED
Shares33,405 from 34,647
Change-1,242 (-4%)
Value$3.0M (-$46.3K)
Filed 2026-10-26
Optima Capital LLC
DECREASED
Shares33,254 from 111,637
Change-78,383 (-70%)
Value$3.0M (-$6.8M)
Filed 2026-10-29
Nemes Rush Group LLC
INCREASED
Shares33,238 from 28,443
Change+4,795 (+17%)
Value$3.0M (+$483.8K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares32,374 from 36,543
Change-4,169 (-11%)
Value$2.9M (-$305.5K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED
Shares32,005 from 33,163
Change-1,158 (-3%)
Value$2.9M (-$41.6K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares32,003
Change+32,003
Value$2.9M
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares31,846 from 28,313
Change+3,533 (+12%)
Value$2.9M (+$370.4K)
Filed 2026-10-21
Financial Advisory Partners, LLC
DECREASED
Shares31,665 from 34,128
Change-2,463 (-7%)
Value$2.8M (-$156.9K)
Filed 2026-10-23
Robbins Farley
INCREASED
Shares30,974 from 1,717
Change+29,257 (+1704%)
Value$2.8M (+$2.6M)
Filed 2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED
Shares30,962 from 30,898
Change+64 (+0%)
Value$2.8M (+$63.8K)
Filed 2026-10-13
Selby Wealth Management, LLC
INCREASED
Shares30,530 from 21,470
Change+9,060 (+42%)
Value$2.7M (+$853.6K)
Filed 2026-10-16
Seal Cove Capital, LLC
INCREASED
Shares30,451 from 30,370
Change+81 (+0%)
Value$2.7M (+$64.4K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares30,146 from 27,523
Change+2,623 (+10%)
Value$2.7M (+$287.2K)
Filed 2026-10-22
DWM Financial Group, Inc.
NEW
Shares30,117
Change+30,117
Value$2.7M
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares30,090 from 36,494
Change-6,404 (-18%)
Value$2.7M (-$506.2K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares29,979 from 29,069
Change+910 (+3%)
Value$2.7M (+$136.4K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares29,894 from 29,904
Change-10 (0%)
Value$2.7M (+$55.3K)
Filed 2026-10-19
My Personal CFO, LLC
UNCHANGED
Shares29,656 from 29,656
Change0 (0%)
Value$2.7M (+$55.8K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares29,619 from 29,380
Change+239 (+1%)
Value$2.7M (+$76.7K)
Filed 2026-10-21
Frisco Financial Planning LLC
DECREASED
Shares29,479 from 29,690
Change-211 (-1%)
Value$2.6M (+$36.9K)
Filed 2026-10-05
United Advisor Group, LLC
INCREASED
Shares29,411 from 28,949
Change+462 (+2%)
Value$2.6M (+$95.9K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
DECREASED
Shares29,402 from 32,272
Change-2,870 (-9%)
Value$2.6M (-$197.0K)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
INCREASED
Shares29,335 from 29,333
Change+2 (+0%)
Value$2.6M (+$55.4K)
Filed 2026-11-06
Sharkey, Howes & Javer
DECREASED
Shares29,088 from 30,077
Change-989 (-3%)
Value$2.6M (-$32.2K)
Filed 2026-10-22
Cottage Street Advisors LLC
INCREASED
Shares28,941 from 10,762
Change+18,179 (+169%)
Value$2.6M (+$1.7M)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares28,928 from 34,028
Change-5,100 (-15%)
Value$2.6M (-$356.0K)
Filed 2026-10-09
Sovran Advisors, LLC
DECREASED
Shares28,914 from 30,659
Change-1,745 (-6%)
Value$2.6M (-$53.9K)
Filed 2026-11-02
Leavell Investment Management, Inc.
INCREASED
Shares28,751 from 5,603
Change+23,148 (+413%)
Value$2.6M (+$2.1M)
Filed 2026-11-09
Moors & Cabot, Inc.
INCREASED
Shares28,666 from 27,636
Change+1,030 (+4%)
Value$2.6M (+$144.4K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares28,499 from 24,366
Change+4,133 (+17%)
Value$2.6M (+$416.8K)
Filed 2026-10-30
Barnes Wealth Management Group, Inc
INCREASED
Shares28,469 from 28,303
Change+166 (+1%)
Value$2.6M (+$68.1K)
Filed 2026-11-09
Archer Investment Management, LLC
INCREASED
Shares28,416 from 28,310
Change+106 (+0%)
Value$2.6M (+$62.7K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares28,336 from 21,750
Change+6,586 (+30%)
Value$2.5M (+$632.0K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares28,333 from 30,115
Change-1,782 (-6%)
Value$2.5M (-$103.3K)
Filed 2026-10-19
Albion Financial Group
DECREASED
Shares28,230 from 160,482
Change-132,252 (-82%)
Value$2.5M (-$11.6M)
Filed 2026-10-21
Matauro, LLC
INCREASED
Shares28,056 from 10,438
Change+17,618 (+169%)
Value$2.5M (+$1.6M)
Filed 2026-11-03
Calamos Advisors LLC
NEW
Shares28,045
Change+28,045
Value$2.5M
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares28,000 from 28,048
Change-48 (0%)
Value$2.5M (+$48.5K)
Filed 2026-10-29
October Effect Ltd
DECREASED
Shares27,669 from 28,091
Change-422 (-1%)
Value$2.5M (+$14.9K)
Filed 2026-10-20
Evanson Financial, LLC
INCREASED
Shares27,537 from 27,436
Change+101 (+0%)
Value$2.5M (+$60.7K)
Filed 2026-10-23
Hofer & Associates. Inc
DECREASED
Shares27,460 from 38,066
Change-10,606 (-28%)
Value$2.5M (-$880.4K)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares27,460 from 26,979
Change+481 (+2%)
Value$2.5M (+$93.9K)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
INCREASED
Shares27,448 from 26,974
Change+474 (+2%)
Value$2.5M (+$104.1K)
Filed 2026-11-02
Aspen Wealth Management LLC
INCREASED
Shares27,231 from 27,103
Change+128 (+0%)
Value$2.4M (+$62.5K)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
DECREASED
Shares27,022 from 29,403
Change-2,381 (-8%)
Value$2.4M (-$158.4K)
Filed 2026-11-05
Wealthgarden F.S. LLC
DECREASED
Shares27,000 from 27,488
Change-488 (-2%)
Value$2.4M (+$7.9K)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares26,630 from 32,043
Change-5,413 (-17%)
Value$2.4M (-$427.3K)
Filed 2026-10-23
Geode Capital Management, LLC
INCREASED
Shares26,509 from 26,498
Change+11 (+0%)
Value$2.4M (+$50.8K)
Filed 2026-11-06
Realta Investment Advisors
DECREASED
Shares26,130 from 31,992
Change-5,862 (-18%)
Value$2.3M (-$466.0K)
Filed 2026-10-14
Redwood Financial Network Corp
INCREASED
Shares25,716 from 24,821
Change+895 (+4%)
Value$2.3M (+$127.0K)
Filed 2026-11-03
Asio Capital, LLC
INCREASED
Shares25,677 from 15,230
Change+10,447 (+69%)
Value$2.3M (+$966.4K)
Filed 2026-10-19
West Michigan Advisors, LLC
NEW
Shares25,671
Change+25,671
Value$2.3M
Filed 2026-11-09
Cardiff Park Advisors, LLC
INCREASED
Shares25,567 from 25,513
Change+54 (+0%)
Value$2.3M (+$52.8K)
Filed 2026-11-09
Fulcrum Capital LLC
UNCHANGED
Shares25,338 from 25,338
Change0 (0%)
Value$2.3M (+$47.6K)
Filed 2026-10-15
Mendel Money Management
INCREASED
Shares25,330 from 20,889
Change+4,441 (+21%)
Value$2.3M (+$437.9K)
Filed 2026-11-02
Brooklyn FI, LLC
INCREASED
Shares25,310 from 14,285
Change+11,025 (+77%)
Value$2.3M (+$1.0M)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares25,146 from 20,943
Change+4,203 (+20%)
Value$2.3M (+$416.6K)
Filed 2026-11-03
Root Financial Partners, LLC
DECREASED
Shares25,122 from 26,295
Change-1,173 (-4%)
Value$2.3M (-$55.8K)
Filed 2026-10-21
Access Financial Services, Inc.
DECREASED
Shares25,122 from 25,952
Change-830 (-3%)
Value$2.3M (-$25.7K)
Filed 2026-11-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares25,070 from 25,070
Change0 (0%)
Value$2.2M ($0)
Filed 2026-11-03
Ranch Capital Advisors Inc.
INCREASED
Shares25,000 from 24,466
Change+534 (+2%)
Value$2.2M (+$93.9K)
Filed 2026-11-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares24,617 from 21,374
Change+3,243 (+15%)
Value$2.2M (+$331.3K)
Filed 2026-10-29
Pinion Investment Advisors, LLC
DECREASED
Shares24,427 from 25,669
Change-1,242 (-5%)
Value$2.2M (-$63.2K)
Filed 2026-11-04
Sanchez Wealth Management Group
DECREASED
Shares23,954 from 134,586
Change-110,632 (-82%)
Value$2.2M (-$9.7M)
Filed 2026-11-02
Uptick Partners, LLC
INCREASED
Shares23,663 from 22,779
Change+884 (+4%)
Value$2.1M (+$122.2K)
Filed 2026-11-04
LifeWealth Investments, LLC
DECREASED
Shares23,613 from 34,487
Change-10,874 (-32%)
Value$2.1M (-$911.2K)
Filed 2026-10-21
Cullen Investment Group, Ltd.
INCREASED
Shares23,596 from 20,614
Change+2,982 (+14%)
Value$2.2M (+$349.4K)
Filed 2026-10-13
Treasure Coast Financial Planning
DECREASED
Shares23,592 from 23,693
Change-101 (0%)
Value$2.1M (+$35.5K)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares23,161 from 24,283
Change-1,122 (-5%)
Value$2.1M (-$55.1K)
Filed 2026-11-02
Prosperity Financial Group, Inc.
INCREASED
Shares23,099 from 21,722
Change+1,377 (+6%)
Value$2.1M (+$164.5K)
Filed 2026-10-29
CGN Advisors LLC
DECREASED
Shares23,084 from 23,389
Change-305 (-1%)
Value$2.1M (+$16.6K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares22,742 from 27,674
Change-4,932 (-18%)
Value$2.0M (-$390.7K)
Filed 2026-11-02
BAM Wealth Management, LLC
INCREASED
Shares22,556 from 6,773
Change+15,783 (+233%)
Value$2.0M (+$1.4M)
Filed 2026-10-15
Shaker Investments LLC
DECREASED
Shares22,479 from 24,757
Change-2,278 (-9%)
Value$2.0M (-$157.9K)
Filed 2026-11-05
Town Capital LLC
INCREASED
Shares22,348 from 20,784
Change+1,564 (+8%)
Value$2.0M (+$179.5K)
Filed 2026-11-03
Harmony Asset Management LLC
DECREASED
Shares22,295 from 22,986
Change-691 (-3%)
Value$2.0M (-$18.8K)
Filed 2026-10-20
Woodmont Investment Counsel LLC
DECREASED
Shares22,183 from 23,298
Change-1,115 (-5%)
Value$2.0M (-$56.3K)
Filed 2026-10-29
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares22,037 from 25,432
Change-3,395 (-13%)
Value$2.0M (-$256.9K)
Filed 2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares21,993 from 21,026
Change+967 (+5%)
Value$2.0M (+$126.3K)
Filed 2026-10-14
Peck Wealth Management, LLC
INCREASED
Shares21,946 from 21,885
Change+61 (+0%)
Value$2.0M (+$46.6K)
Filed 2026-10-29
Puff Wealth Management, LLC
INCREASED
Shares21,742 from 19,237
Change+2,505 (+13%)
Value$2.0M (+$261.0K)
Filed 2026-10-07
Advisor Resource Council
DECREASED
Shares21,633 from 24,810
Change-3,177 (-13%)
Value$2.0M (-$220.3K)
Filed 2026-11-05
Stegent Equity Advisors, Inc.
DECREASED
Shares21,613 from 25,910
Change-4,297 (-17%)
Value$1.9M (-$337.0K)
Filed 2026-10-13
Strong Retirement Solutions LLC
INCREASED
Shares21,599 from 15,482
Change+6,117 (+40%)
Value$1.9M (+$578.2K)
Filed 2026-10-07
APS Management Group, Inc.
DECREASED
Shares21,027 from 21,893
Change-866 (-4%)
Value$1.9M (-$36.6K)
Filed 2026-10-14
Hartford Financial Management Inc.
INCREASED
Shares20,737 from 20,625
Change+112 (+1%)
Value$1.9M (+$48.8K)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED
Shares20,586 from 20,542
Change+44 (+0%)
Value$1.8M (+$42.6K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares20,579 from 23,015
Change-2,436 (-11%)
Value$1.8M (-$175.4K)
Filed 2026-11-02
Soundwatch Capital LLC
NEW
Shares20,456
Change+20,456
Value$1.9M
Filed 2026-11-04
Collier Financial
INCREASED
Shares20,360 from 20,188
Change+172 (+1%)
Value$1.8M (+$53.5K)
Filed 2026-11-06
Legacy Edge Advisors, LLC
DECREASED
Shares20,345 from 20,352
Change-7 (0%)
Value$1.8M (+$37.6K)
Filed 2026-11-06
Wealth Group Ltd
DECREASED
Shares20,342 from 20,361
Change-19 (0%)
Value$1.8M (+$53.7K)
Filed 2026-10-07
Orgel Wealth Management, LLC
INCREASED
Shares20,040 from 19,735
Change+305 (+2%)
Value$1.8M (+$64.5K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares20,020 from 18,988
Change+1,032 (+5%)
Value$1.8M (+$128.3K)
Filed 2026-11-05
Concord Asset Management, LLC
DECREASED
Shares19,941 from 20,782
Change-841 (-4%)
Value$1.8M (-$36.4K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED
Shares19,940 from 18,592
Change+1,348 (+7%)
Value$1.8M (+$155.9K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED
Shares19,828 from 18,485
Change+1,343 (+7%)
Value$1.8M (+$155.3K)
Filed 2026-10-14
GoalVest Advisory LLC
DECREASED
Shares19,690 from 20,093
Change-403 (-2%)
Value$1.8M (+$1.6K)
Filed 2026-10-02
Foronjy Financial LLC
DECREASED
Shares19,655 from 22,376
Change-2,721 (-12%)
Value$1.8M (-$202.2K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares19,424 from 15,897
Change+3,527 (+22%)
Value$1.7M (+$346.5K)
Filed 2026-10-26
King Luther Capital Management Corp
INCREASED
Shares19,306 from 19,048
Change+258 (+1%)
Value$1.7M (+$58.9K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares19,189 from 18,794
Change+395 (+2%)
Value$1.7M (+$49.2K)
Filed 2026-11-02
Storen Legacy Partners, LLC
INCREASED
Shares19,158 from 19,148
Change+10 (+0%)
Value$1.7M (+$36.9K)
Filed 2026-11-09
BankPlus Trust Department
INCREASED
Shares19,135 from 15,635
Change+3,500 (+22%)
Value$1.7M (+$343.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares19,123 from 18,614
Change+509 (+3%)
Value$1.7M (+$80.7K)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares19,080 from 13,872
Change+5,208 (+38%)
Value$1.7M (+$493.6K)
Filed 2026-11-04
Invested Advisors
DECREASED
Shares18,923 from 21,724
Change-2,801 (-13%)
Value$1.7M (-$210.6K)
Filed 2026-10-23
Landmark Wealth Management, LLC
DECREASED
Shares18,510 from 19,833
Change-1,323 (-7%)
Value$1.7M (-$81.5K)
Filed 2026-11-03
Coldstream Capital Management Inc
DECREASED
Shares18,283 from 19,987
Change-1,704 (-9%)
Value$1.6M (-$115.4K)
Filed 2026-11-09
Mission Wealth Management, LP
DECREASED
Shares18,226 from 26,608
Change-8,382 (-31%)
Value$1.6M (-$702.3K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
DECREASED
Shares18,180 from 18,358
Change-178 (-1%)
Value$1.6M (+$18.5K)
Filed 2026-10-15
Great Lakes Retirement, Inc.
DECREASED
Shares18,009 from 20,111
Change-2,102 (-10%)
Value$1.6M (-$150.9K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED
Shares17,913 from 17,880
Change+33 (+0%)
Value$1.6M (+$36.6K)
Filed 2026-10-15
Stewardship Advisors, LLC
INCREASED
Shares17,852 from 15,843
Change+2,009 (+13%)
Value$1.6M (+$210.1K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares17,848 from 17,515
Change+333 (+2%)
Value$1.6M (+$62.8K)
Filed 2026-10-15
Keystone Wealth Services, LLC
DECREASED
Shares17,834 from 19,720
Change-1,886 (-10%)
Value$1.6M (-$128.9K)
Filed 2026-11-03
MFG Wealth Management, Inc.
DECREASED
Shares17,801 from 23,856
Change-6,055 (-25%)
Value$1.6M (-$498.7K)
Filed 2026-10-09
Asset Dedication, LLC
INCREASED
Shares17,674 from 17,299
Change+375 (+2%)
Value$1.6M (+$66.2K)
Filed 2026-11-03
Orin Green Financial, LLC
DECREASED
Shares17,671 from 17,911
Change-240 (-1%)
Value$1.6M (+$12.1K)
Filed 2026-10-19
LongView Wealth Management
INCREASED
Shares17,639 from 15,502
Change+2,137 (+14%)
Value$1.6M (+$221.0K)
Filed 2026-10-19
Watershed Private Wealth LLC
DECREASED
Shares17,430 from 17,698
Change-268 (-2%)
Value$1.6M (+$9.2K)
Filed 2026-10-30
Flagship Private Wealth, LLC
DECREASED
Shares17,398 from 17,707
Change-309 (-2%)
Value$1.6M (+$5.5K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares17,339 from 2,570
Change+14,769 (+575%)
Value$1.6M (+$1.3M)
Filed 2026-10-28
Omnitrust Wealth Management, Inc
NEW
Shares17,306
Change+17,306
Value$1.6M
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares17,295 from 17,362
Change-67 (0%)
Value$1.6M (+$26.6K)
Filed 2026-11-05
Clear Point Advisors Inc.
INCREASED
Shares17,188 from 17,172
Change+16 (+0%)
Value$1.5M (+$33.8K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
NEW
Shares17,003
Change+17,003
Value$1.5M
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares16,959 from 46,081
Change-29,122 (-63%)
Value$1.5M (-$2.5M)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares16,811 from 18,556
Change-1,745 (-9%)
Value$1.5M (-$121.8K)
Filed 2026-10-20
tru Independence LLC
DECREASED
Shares16,643 from 16,834
Change-191 (-1%)
Value$1.5M (+$14.5K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED
Shares16,502 from 16,504
Change-2 (0%)
Value$1.5M (+$30.8K)
Filed 2026-11-03
Wall Street Financial Group, Inc.
INCREASED
Shares16,395 from 15,094
Change+1,301 (+9%)
Value$1.5M (+$145.2K)
Filed 2026-11-09
Millennium Capital Advisors, LLC
INCREASED
Shares16,386 from 16,349
Change+37 (+0%)
Value$1.5M (+$34.1K)
Filed 2026-10-16
Conservest Capital Advisors, Inc.
INCREASED
Shares16,364 from 11,154
Change+5,210 (+47%)
Value$1.5M (+$488.6K)
Filed 2026-11-09
Tlwm
INCREASED
Shares16,271 from 16,031
Change+240 (+2%)
Value$1.5M (+$51.7K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares16,112 from 15,708
Change+404 (+3%)
Value$1.4M (+$65.8K)
Filed 2026-10-15
Blue Jean Financial LLC
DECREASED
Shares16,098 from 16,784
Change-686 (-4%)
Value$1.4M (-$30.0K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares16,016 from 2,293
Change+13,723 (+598%)
Value$1.4M (+$1.2M)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares15,991 from 14,463
Change+1,528 (+11%)
Value$1.4M (+$164.3K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares15,984 from 39,434
Change-23,450 (-59%)
Value$1.4M (-$2.0M)
Filed 2026-11-04
Impact Partnership Wealth, LLC
DECREASED
Shares15,967 from 19,378
Change-3,411 (-18%)
Value$1.4M (-$269.8K)
Filed 2026-11-09
Summit Investment Advisory Services, LLC
INCREASED
Shares15,731 from 14,889
Change+842 (+6%)
Value$1.4M (+$103.6K)
Filed 2026-11-03
Alamar Capital Management, LLC
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$1.4M (+$29.5K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
DECREASED
Shares15,695 from 15,705
Change-10 (0%)
Value$1.4K (+$29)
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares15,685 from 16,836
Change-1,151 (-7%)
Value$1.4M (-$71.7K)
Filed 2026-11-04
Nicholas Wealth, Llc.
INCREASED
Shares15,679 from 15,453
Change+226 (+1%)
Value$1.4M (+$49.3K)
Filed 2026-10-26
Professional Financial Advisors, LLC
INCREASED
Shares15,661 from 14,370
Change+1,291 (+9%)
Value$1.4M (+$142.9K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares15,558 from 6,598
Change+8,960 (+136%)
Value$1.4M (+$816.6K)
Filed 2026-10-23
RIA Advisory Group LLC
DECREASED
Shares15,279 from 24,648
Change-9,369 (-38%)
Value$1.4M (-$794.7K)
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares15,254 from 15,486
Change-232 (-1%)
Value$1.4M (+$27.3K)
Filed 2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED
Shares15,247 from 14,980
Change+267 (+2%)
Value$1.4M (+$52.1K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares15,160 from 14,548
Change+612 (+4%)
Value$1.4M (+$82.3K)
Filed 2026-10-16
Weaver Consulting Group
INCREASED
Shares15,120 from 13,440
Change+1,680 (+13%)
Value$1.4M (+$176.1K)
Filed 2026-10-07
Clearstead Advisors, LLC
INCREASED
Shares14,744 from 11,568
Change+3,176 (+27%)
Value$1.3M (+$306.8K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares14,728 from 14,654
Change+74 (+1%)
Value$1.3M (+$6.5K)
Filed 2026-11-06
Cornerstone Planning Group LLC
INCREASED
Shares14,685 from 13,453
Change+1,232 (+9%)
Value$1.3M (+$162.3K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares14,542 from 8,212
Change+6,330 (+77%)
Value$1.3M (+$583.6K)
Filed 2026-10-15
4Wealth Advisors, Inc.
INCREASED
Shares14,508 from 13,945
Change+563 (+4%)
Value$1.3M (+$89.1K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares14,495 from 21,019
Change-6,524 (-31%)
Value$1.3M (-$546.0K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
DECREASED
Shares14,457 from 14,462
Change-5 (0%)
Value$1.3M (+$26.8K)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED
Shares14,417 from 14,373
Change+44 (+0%)
Value$1.3M (+$31.0K)
Filed 2026-11-04
Regimen Wealth, LLC
INCREASED
Shares14,372 from 13,929
Change+443 (+3%)
Value$1.3M (+$65.2K)
Filed 2026-11-09
Montgomery Financial Services LLC
INCREASED
Shares14,201 from 12,313
Change+1,888 (+15%)
Value$1.3M (+$192.6K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
DECREASED
Shares14,075 from 16,575
Change-2,500 (-15%)
Value$1.3M (-$193.2K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares14,068 from 12,159
Change+1,909 (+16%)
Value$1.3M (+$194.2K)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares14,056 from 14,398
Change-342 (-2%)
Value$1.3M (-$3.6K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares14,034 from 14,010
Change+24 (+0%)
Value$1.3M (+$28.5K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares13,973 from 14,689
Change-716 (-5%)
Value$1.3M (-$36.6K)
Filed 2026-11-02
Obsidian CIO, LLC
INCREASED
Shares13,708 from 8,452
Change+5,256 (+62%)
Value$1.2M (+$487.7K)
Filed 2026-11-05
G&S Capital LLC
INCREASED
Shares13,658 from 13,493
Change+165 (+1%)
Value$1.2M (+$40.2K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
DECREASED
Shares13,575 from 14,063
Change-488 (-3%)
Value$1.2M (-$17.4K)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
DECREASED
Shares13,561 from 16,478
Change-2,917 (-18%)
Value$1.2M (-$230.9K)
Filed 2026-10-27
Rockwood Wealth Management, LLC
INCREASED
Shares13,551 from 13,376
Change+175 (+1%)
Value$1.2M (+$40.9K)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares13,511 from 12,001
Change+1,510 (+13%)
Value$1.2M (+$158.1K)
Filed 2026-10-22
Ayalon Insurance Comp Ltd.
DECREASED
Shares13,500 from 15,660
Change-2,160 (-14%)
Value$1.2K (-$164)
Filed 2026-10-08
William Mack & Associates, Inc.
INCREASED
Shares13,478 from 9,423
Change+4,055 (+43%)
Value$1.2M (+$381.7K)
Filed 2026-10-27
PCA Investment Advisory Services Inc.
INCREASED
Shares13,336 from 12,970
Change+366 (+3%)
Value$1.2M (+$57.3K)
Filed 2026-10-13
Smith Asset Management Co., LLC
INCREASED
Shares13,224 from 13,001
Change+223 (+2%)
Value$1.2M (+$44.5K)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares13,033 from 12,129
Change+904 (+7%)
Value$1.2M (+$104.0K)
Filed 2026-10-22
Whelan Financial
UNCHANGED
Shares12,918 from 12,918
Change0 (0%)
Value$1.2M (+$24.3K)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares12,911 from 37,691
Change-24,780 (-66%)
Value$1.2M (-$2.2M)
Filed 2026-10-14
Community Bank, N.A.
INCREASED
Shares12,890 from 12,670
Change+220 (+2%)
Value$1.2M (+$43.6K)
Filed 2026-11-06
Heritage Trust Co
NEW
Shares12,778
Change+12,778
Value$1.1M
Filed 2026-11-09
Zega Investments, LLC
DECREASED
Shares12,671 from 24,357
Change-11,686 (-48%)
Value$1.1M (-$1.0M)
Filed 2026-11-04
PlanVest Financial, Inc
INCREASED
Shares12,604 from 11,519
Change+1,085 (+9%)
Value$1.1M (+$119.0K)
Filed 2026-11-09
Baker Tilly Wealth Management, LLC
INCREASED
Shares12,575 from 12,544
Change+31 (+0%)
Value$1.1M (+$26.4K)
Filed 2026-10-05
SeaCrest Wealth Management, LLC
INCREASED
Shares12,492 from 10,728
Change+1,764 (+16%)
Value$1.1M (+$178.5K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
DECREASED
Shares12,428 from 12,537
Change-109 (-1%)
Value$1.1M (+$13.8K)
Filed 2026-10-13
Delta Wealth Advisors LLC
INCREASED
Shares12,291 from 11,802
Change+489 (+4%)
Value$1.1M (+$66.1K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares12,202 from 4,587
Change+7,615 (+166%)
Value$1.1M (+$692.1K)
Filed 2026-11-05
Schorn Wealth LLC
INCREASED
Shares12,085 from 12,075
Change+10 (+0%)
Value$1.1M (+$23.6K)
Filed 2026-10-14
Athena Wealth Management, LLC
DECREASED
Shares12,044 from 12,237
Change-193 (-2%)
Value$1.1M (+$5.7K)
Filed 2026-10-09
Vantage Investment Partners, LLC
INCREASED
Shares11,912 from 11,641
Change+271 (+2%)
Value$1.1M (+$46.2K)
Filed 2026-10-27
Deutsche Bank Ag\
INCREASED
Shares11,864 from 11,807
Change+57 (+0%)
Value$1.1M (+$27.3K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
UNCHANGED
Shares11,696 from 11,696
Change0 (0%)
Value$1.0M (+$22.0K)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares11,649 from 14,016
Change-2,367 (-17%)
Value$1.1M (-$176.0K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares11,503 from 12,052
Change-549 (-5%)
Value$1.0M (-$26.6K)
Filed 2026-10-22
Fisher Asset Management, LLC
DECREASED
Shares11,458 from 15,505
Change-4,047 (-26%)
Value$1.0M (-$334.1K)
Filed 2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares11,457 from 10,323
Change+1,134 (+11%)
Value$1.0M (+$121.2K)
Filed 2026-10-30
Carmel Capital Partners, LLC
INCREASED
Shares11,398 from 11,329
Change+69 (+1%)
Value$1.0M (+$27.5K)
Filed 2026-11-03
Mallini Complete Financial Planning LLC
NEW
Shares11,368
Change+11,368
Value$1.0M
Filed 2026-10-06
A4 Wealth Advisors LLC
DECREASED
Shares11,356 from 12,847
Change-1,491 (-12%)
Value$1.0M (-$109.7K)
Filed 2026-10-20
FFG Partners, LLC
DECREASED
Shares11,331 from 12,151
Change-820 (-7%)
Value$1.0M (-$50.8K)
Filed 2026-10-15
Integrity Wealth Partners, LLC
NEW
Shares11,200
Change+11,200
Value$1.0M
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares11,060 from 11,289
Change-229 (-2%)
Value$992.8K (+$653)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares11,015 from 8,374
Change+2,641 (+32%)
Value$1.0M (+$271.5K)
Filed 2026-10-20
Sound Financial Strategies Group, LLC
INCREASED
Shares10,923 from 10,279
Change+644 (+6%)
Value$980.4K (+$77.1K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares10,801 from 10,898
Change-97 (-1%)
Value$969.5K (+$11.8K)
Filed 2026-10-13
Kelsey Financial, LLC
INCREASED
Shares10,725 from 10,724
Change+1 (+0%)
Value$962.7K (+$20.3K)
Filed 2026-10-28
Chemistry Wealth Management LLC
UNCHANGED
Shares10,607 from 10,607
Change0 (0%)
Value$952.1K (+$19.9K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
NEW
Shares10,553
Change+10,553
Value$947.2K
Filed 2026-10-16
Taylor Securities Services, Inc.
DECREASED
Shares10,445 from 10,466
Change-21 (0%)
Value$937.5K (+$17.8K)
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares10,434 from 8,651
Change+1,783 (+21%)
Value$936.5K (+$176.3K)
Filed 2026-11-06
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares10,422 from 10,452
Change-30 (0%)
Value$935.5K (+$17.0K)
Filed 2026-10-07
D.A. Davidson & Co.
INCREASED
Shares10,193 from 9,478
Change+715 (+8%)
Value$915.0K (+$82.0K)
Filed 2026-10-28
Key FInancial Inc
DECREASED
Shares10,184 from 10,717
Change-533 (-5%)
Value$914.1K (-$27.7K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares10,160 from 10,422
Change-262 (-3%)
Value$912.0K (-$3.9K)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares10,124 from 8,567
Change+1,557 (+18%)
Value$908.7K (+$155.9K)
Filed 2026-10-16
Hughes Financial Services, LLC
DECREASED
Shares10,044 from 10,225
Change-181 (-2%)
Value$909.9K (+$11.3K)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares10,007 from 9,652
Change+355 (+4%)
Value$898.3K (+$50.0K)
Filed 2026-10-20
Sensible Money, LLC
INCREASED
Shares9,954 from 9,513
Change+441 (+5%)
Value$893.5K (+$57.5K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares9,913 from 9,576
Change+337 (+4%)
Value$889.8K (+$48.3K)
Filed 2026-10-27
CPC Advisors, LLC
UNCHANGED
Shares9,833 from 9,833
Change0 (0%)
Value$882.6K (+$18.5K)
Filed 2026-10-21
Roman Butler Fullerton & Co
DECREASED
Shares9,719 from 10,168
Change-449 (-4%)
Value$877.1K (-$19.6K)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares9,691 from 7,531
Change+2,160 (+29%)
Value$869.8K (+$208.0K)
Filed 2026-10-28
Liberty Atlantic Advisors LLC
DECREASED
Shares9,552 from 9,554
Change-2 (0%)
Value$857.4K (+$17.8K)
Filed 2026-10-14
Catalyst Financial Partners LLC
DECREASED
Shares9,503 from 9,579
Change-76 (-1%)
Value$853.0K (+$11.2K)
Filed 2026-11-06
Financial Partners Group, Inc
NEW
Shares9,450
Change+9,450
Value$848.3K
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares9,444 from 9,076
Change+368 (+4%)
Value$848 (-$797.2K)
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares9,428 from 6,807
Change+2,621 (+39%)
Value$846.2K (+$248.0K)
Filed 2026-11-03
Defined Wealth Management, LLC
DECREASED
Shares9,423 from 10,524
Change-1,101 (-10%)
Value$845.8K (-$79.0K)
Filed 2026-10-19
Pioneer Family Office, LLC
UNCHANGED
Shares9,410 from 9,410
Change0 (0%)
Value$844.6K (+$17.7K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares9,390 from 6,849
Change+2,541 (+37%)
Value$842.8K (+$240.9K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares9,370
Change+9,370
Value$841.1K
Filed 2026-10-30
Targeted Financial Services LLC
DECREASED
Shares9,290 from 9,376
Change-86 (-1%)
Value$833.9K (+$9.9K)
Filed 2026-10-19
Optimist Retirement Group LLC
INCREASED
Shares9,281 from 9,268
Change+13 (+0%)
Value$831.1K (+$18.4K)
Filed 2026-10-30
Mainsail Financial Group, LLC
INCREASED
Shares9,269 from 4,701
Change+4,568 (+97%)
Value$832.0K (+$418.9K)
Filed 2026-10-23
Lockerman Financial Group, Inc.
DECREASED
Shares9,261 from 11,174
Change-1,913 (-17%)
Value$831.3K (-$150.7K)
Filed 2026-10-19
Sankala Group LLC
UNCHANGED
Shares9,257 from 9,257
Change0 (0%)
Value$833.9K (-$2.7K)
Filed 2026-11-09
Transce3nd, LLC
DECREASED
Shares9,249 from 10,203
Change-954 (-9%)
Value$841.6K (-$65.0K)
Filed 2026-10-26
Wellment Financial
DECREASED
Shares9,204 from 9,371
Change-167 (-2%)
Value$826.2K (+$2.6K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
INCREASED
Shares9,095 from 9,061
Change+34 (+0%)
Value$816.4K (+$20.2K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
DECREASED
Shares9,015 from 9,058
Change-43 (0%)
Value$809.2K (+$13.2K)
Filed 2026-10-27
Summit Financial Strategies, Inc.
UNCHANGED
Shares8,986 from 8,986
Change0 (0%)
Value$806.6K (+$16.9K)
Filed 2026-10-14
Consolidated Capital Management, LLC
DECREASED
Shares8,977 from 9,121
Change-144 (-2%)
Value$805.8K (+$4.2K)
Filed 2026-10-13
Shira Ridge Wealth Management
DECREASED
Shares8,975 from 9,075
Change-100 (-1%)
Value$805.6K (+$8.1K)
Filed 2026-10-09
SteelPeak Wealth, LLC
DECREASED
Shares8,937 from 9,040
Change-103 (-1%)
Value$802.1K (+$7.7K)
Filed 2026-10-16
Global X Japan Co., Ltd.
DECREASED
Shares8,917 from 10,628
Change-1,711 (-16%)
Value$800.4K (-$133.6K)
Filed 2026-10-21
Breachway Investments LLC
DECREASED
Shares8,909 from 9,888
Change-979 (-10%)
Value$799.7K (-$69.3K)
Filed 2026-10-19
Chris Bulman Inc
DECREASED
Shares8,799 from 8,833
Change-34 (0%)
Value$789.8K (+$13.5K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares8,767 from 8,125
Change+642 (+8%)
Value$798.5K (+$76.5K)
Filed 2026-10-09
Arlington Trust Co LLC
DECREASED
Shares8,763 from 9,245
Change-482 (-5%)
Value$786.6K (-$25.9K)
Filed 2026-10-20
Waterway Wealth Management, LLC
INCREASED
Shares8,743 from 8,273
Change+470 (+6%)
Value$784.8K (+$57.7K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares8,737 from 7,914
Change+823 (+10%)
Value$784.2K (+$88.8K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares8,676 from 8,739
Change-63 (-1%)
Value$778.8K (+$10.8K)
Filed 2026-10-08
Emerald Advisors, LLC
DECREASED
Shares8,639 from 10,987
Change-2,348 (-21%)
Value$775.4K (-$190.1K)
Filed 2026-10-13
Two West Capital Advisors LLC
DECREASED
Shares8,605 from 8,781
Change-176 (-2%)
Value$773.9K (+$6.9K)
Filed 2026-10-15
Altrius Capital Management Inc
INCREASED
Shares8,500 from 8,278
Change+222 (+3%)
Value$763.0K (+$35.5K)
Filed 2026-11-05
Revisor Wealth Management LLC
INCREASED
Shares8,470 from 5,448
Change+3,022 (+55%)
Value$760.6K (+$281.9K)
Filed 2026-10-20
Southland Equity Partners LLC
DECREASED
Shares8,435 from 8,730
Change-295 (-3%)
Value$757.1K (-$10.1K)
Filed 2026-10-14
Joel Adams & Associates, Inc.
INCREASED
Shares8,402 from 8,379
Change+23 (+0%)
Value$754.1K (+$17.8K)
Filed 2026-11-02
Corrado Advisors, LLC
DECREASED
Shares8,348 from 8,720
Change-372 (-4%)
Value$749.3K (-$17.0K)
Filed 2026-10-27
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares8,159 from 7,230
Change+929 (+13%)
Value$732.4K (+$97.0K)
Filed 2026-10-19
Western Financial Corp
INCREASED
Shares8,095 from 7,563
Change+532 (+7%)
Value$726.6K (+$62.0K)
Filed 2026-10-14
Curbstone Financial Management Corp
INCREASED
Shares8,088 from 7,588
Change+500 (+7%)
Value$726.0K (+$59.1K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares8,069 from 13,606
Change-5,537 (-41%)
Value$724.3K (-$471.4K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares8,011 from 11,432
Change-3,421 (-30%)
Value$719.1K (-$285.6K)
Filed 2026-10-20
Thoroughbred Financial Services, LLC
INCREASED
Shares8,008 from 6,044
Change+1,964 (+33%)
Value$718 (-$530.3K)
Filed 2026-11-09
HBW Advisory Services LLC
INCREASED
Shares7,988 from 7,731
Change+257 (+3%)
Value$717.0K (+$37.5K)
Filed 2026-10-15
Acropolis Investment Management, LLC
DECREASED
Shares7,985 from 9,293
Change-1,308 (-14%)
Value$716.8K (-$99.9K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
INCREASED
Shares7,980 from 5,307
Change+2,673 (+50%)
Value$722.9K (+$256.5K)
Filed 2026-11-02
Summit Financial Consulting LLC
DECREASED
Shares7,840 from 8,328
Change-488 (-6%)
Value$703.7K (-$28.2K)
Filed 2026-10-15
Opulen Financial Group LLC
INCREASED
Shares7,801 from 7,780
Change+21 (+0%)
Value$700.2K (+$16.5K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares7,665 from 68,319
Change-60,654 (-89%)
Value$688.0K (-$5.3M)
Filed 2026-10-27
Aspiriant, LLC
INCREASED
Shares7,592 from 7,577
Change+15 (+0%)
Value$681.5K (+$15.6K)
Filed 2026-10-16
Rockland Trust Co
INCREASED
Shares7,566 from 7,387
Change+179 (+2%)
Value$679.1K (+$30.0K)
Filed 2026-10-05
Prospera Financial Services Inc
DECREASED
Shares7,560 from 8,061
Change-501 (-6%)
Value$672.6K (-$36.1K)
Filed 2026-11-04
MY Wealth Management Inc.
UNCHANGED
Shares7,551 from 7,551
Change0 (0%)
Value$677.8K (+$14.2K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares7,514 from 7,320
Change+194 (+3%)
Value$674.5K (+$31.2K)
Filed 2026-10-26
Castleview Partners, LLC
INCREASED
Shares7,500 from 6,713
Change+787 (+12%)
Value$673.3K (+$83.3K)
Filed 2026-10-09
SouthState Bank Corp
INCREASED
Shares7,390 from 7,352
Change+38 (+1%)
Value$663.3K (+$17.2K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
INCREASED
Shares7,342 from 6,446
Change+896 (+14%)
Value$659.0K (+$92.5K)
Filed 2026-10-29
Expressive Wealth LLC
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$657.6K (+$13.8K)
Filed 2026-11-09
Cypress Financial Planning LLC
DECREASED
Shares7,321 from 7,401
Change-80 (-1%)
Value$657.1K (+$6.7K)
Filed 2026-10-09
Tarbox Family Office, Inc.
INCREASED
Shares7,304 from 6,818
Change+486 (+7%)
Value$655.6K (+$56.4K)
Filed 2026-10-23
Accredited Investors Inc.
DECREASED
Shares7,287 from 7,304
Change-17 (0%)
Value$654.1K (+$12.2K)
Filed 2026-11-03
Scarborough Advisors, LLC
DECREASED
Shares7,235 from 520,803
Change-513,568 (-99%)
Value$649.4K (-$44.7M)
Filed 2026-10-16
Wells Financial Advisors Inc
INCREASED
Shares7,200 from 42
Change+7,158 (+17043%)
Value$646.3K (+$642.6K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares7,200 from 6,808
Change+392 (+6%)
Value$646.3K (+$48.0K)
Filed 2026-11-04
Defender Capital, Llc.
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$646.3K (+$13.5K)
Filed 2026-10-01
Provident Wealth Management, LLC
INCREASED
Shares7,180 from 7,132
Change+48 (+1%)
Value$644.5K (+$17.7K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares7,177 from 2,975
Change+4,202 (+141%)
Value$644.2K (+$382.8K)
Filed 2026-10-13
Presper Financial Architects, LLC
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$641.6K (+$13.4K)
Filed 2026-11-09
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares7,115
Change+7,115
Value$638.6K
Filed 2026-11-09
Portland Financial Advisors Inc
INCREASED
Shares7,071 from 6,971
Change+100 (+1%)
Value$634.7K (+$22.1K)
Filed 2026-10-26
Peak Financial Advisors LLC
INCREASED
Shares7,020 from 6,547
Change+473 (+7%)
Value$630.1K (+$54.7K)
Filed 2026-10-28
Culbertson A N & Co Inc
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$619.3K (+$13.0K)
Filed 2026-10-21
Financial Network Wealth Advisors LLC
DECREASED
Shares6,886 from 9,553
Change-2,667 (-28%)
Value$618.1K (-$221.4K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED
Shares6,861 from 6,837
Change+24 (+0%)
Value$615.8K (+$15.0K)
Filed 2026-10-20
Diligent Investors, LLC
INCREASED
Shares6,800 from 5,000
Change+1,800 (+36%)
Value$610.4K (+$171.0K)
Filed 2026-10-21
Citizens & Northern Corp
NEW
Shares6,729
Change+6,729
Value$604.0K
Filed 2026-11-06
Lantern Wealth Advisors, LLC
INCREASED
Shares6,673 from 6,580
Change+93 (+1%)
Value$598.9K (+$20.7K)
Filed 2026-10-22
CWA Asset Management Group, LLC
INCREASED
Shares6,669 from 5,311
Change+1,358 (+26%)
Value$598.6K (+$131.9K)
Filed 2026-10-19
Florida Financial Advisors, LLC
INCREASED
Shares6,543 from 4,572
Change+1,971 (+43%)
Value$587.3K (+$185.6K)
Filed 2026-11-09
Deane Retirement Strategies, Inc.
INCREASED
Shares6,500 from 4,723
Change+1,777 (+38%)
Value$583.4K (+$168.4K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares6,471 from 3,128
Change+3,343 (+107%)
Value$583.6K (+$309.8K)
Filed 2026-10-22
Noble Family Wealth, LLC
NEW
Shares6,326
Change+6,326
Value$567.8K
Filed 2026-10-26
Washington Trust Co
INCREASED
Shares6,316 from 6,252
Change+64 (+1%)
Value$566.9K (+$17.5K)
Filed 2026-10-22
Westside Investment Management, Inc.
INCREASED
Shares6,287 from 5,685
Change+602 (+11%)
Value$565.3K (+$65.7K)
Filed 2026-11-02
Trail Ridge Investment Advisors, LLC
DECREASED
Shares6,285 from 6,422
Change-137 (-2%)
Value$564.1K (-$223)
Filed 2026-10-16
Paladin Advisory Group, LLC
DECREASED
Shares6,190 from 6,618
Change-428 (-6%)
Value$555.6K (-$26.0K)
Filed 2026-11-09
Nikulski Financial, Inc.
DECREASED
Shares6,178 from 6,201
Change-23 (0%)
Value$554.5K (+$9.6K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
UNCHANGED
Shares6,136 from 6,136
Change0 (0%)
Value$543.1K (+$3.8K)
Filed 2026-11-05
Crew Capital Management, Ltd
DECREASED
Shares6,101 from 7,993
Change-1,892 (-24%)
Value$547.6K (-$154.8K)
Filed 2026-10-28
Trust Co of the South
UNCHANGED
Shares6,079 from 6,079
Change0 (0%)
Value$545.7K (+$11.4K)
Filed 2026-10-21
Matrix Trust Co
DECREASED
Shares6,035 from 13,571
Change-7,536 (-56%)
Value$542 (-$651)
Filed 2026-10-07
Miramontes Capital, LLC
NEW
Shares6,032
Change+6,032
Value$541.4K
Filed 2026-10-19
PFG Private Wealth Management, LLC
DECREASED
Shares6,021 from 6,260
Change-239 (-4%)
Value$540.5K (-$9.7K)
Filed 2026-10-15
Liberty Capital Management, Inc.
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$534.4K (+$11.2K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares5,951 from 5,935
Change+16 (+0%)
Value$534.1K (+$12.6K)
Filed 2026-10-27
Mystic Asset Management, Inc.
INCREASED
Shares5,915 from 5,120
Change+795 (+16%)
Value$530.9K (+$81.0K)
Filed 2026-10-15
SigFig Wealth Management, LLC
INCREASED
Shares5,852 from 5,038
Change+814 (+16%)
Value$525.3K (+$86.1K)
Filed 2026-10-07
Flower City Capital
DECREASED
Shares5,848 from 5,974
Change-126 (-2%)
Value$524.9K (-$79)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares5,831
Change+5,831
Value$523.4K
Filed 2026-10-16
SpringVest Wealth Management LLC
NEW
Shares5,830
Change+5,830
Value$523.3K
Filed 2026-10-27
J. R. Prunier Capital Management LLC
INCREASED
Shares5,819 from 5,422
Change+397 (+7%)
Value$522.3K (+$45.9K)
Filed 2026-11-09
Laraway Financial Advisors Inc
INCREASED
Shares5,746 from 5,267
Change+479 (+9%)
Value$515.7K (+$52.8K)
Filed 2026-11-09
Councilor Wealth, LLC
DECREASED
Shares5,729 from 5,876
Change-147 (-2%)
Value$514.3K (-$2.1K)
Filed 2026-10-09
Buska Wealth Management, LLC
INCREASED
Shares5,711 from 4,938
Change+773 (+16%)
Value$512.6K (+$78.7K)
Filed 2026-10-08
Laurel Wealth Planning LLC
DECREASED
Shares5,661 from 5,941
Change-280 (-5%)
Value$508.1K (-$14.0K)
Filed 2026-11-02
Moody National Bank Trust Division
UNCHANGED
Shares5,627 from 5,627
Change0 (0%)
Value$505.1K (+$10.6K)
Filed 2026-10-06
Guardian Wealth Advisors, LLC
NEW
Shares5,622
Change+5,622
Value$509.4K
Filed 2026-10-30
TPG Financial Advisors, LLC
UNCHANGED
Shares5,575 from 5,575
Change0 (0%)
Value$500.4K (+$10.5K)
Filed 2026-11-09
Romano Brothers and Company
INCREASED
Shares5,539 from 5,039
Change+500 (+10%)
Value$497.2K (+$54.4K)
Filed 2026-10-22
Potentia Wealth
INCREASED
Shares5,531 from 5,524
Change+7 (+0%)
Value$496.5K (+$11.0K)
Filed 2026-11-09
Nicollet Investment Management, Inc.
INCREASED
Shares5,503 from 2,300
Change+3,203 (+139%)
Value$494 (-$201.5K)
Filed 2026-10-14
Global Trust Asset Management, LLC
INCREASED
Shares5,488 from 4,093
Change+1,395 (+34%)
Value$492.6K (+$132.9K)
Filed 2026-10-19
Patten Group, Inc.
DECREASED
Shares5,458 from 5,583
Change-125 (-2%)
Value$489.9K (-$718)
Filed 2026-10-26
Ironwood Financial, llc
UNCHANGED
Shares5,443 from 5,443
Change0 (0%)
Value$488.6K (+$8.6K)
Filed 2026-10-20
Macroview Investment Management LLC
UNCHANGED
Shares5,403 from 5,403
Change0 (0%)
Value$485.0K (+$10.2K)
Filed 2026-10-26
Leverty Financial Group, LLC
INCREASED
Shares5,391 from 5,266
Change+125 (+2%)
Value$483.9K (+$21.1K)
Filed 2026-10-08
Old Port Advisors
INCREASED
Shares5,381 from 4,880
Change+501 (+10%)
Value$483.0K (+$54.2K)
Filed 2026-10-23
Focused Alpha, LLC
INCREASED
Shares5,365 from 3,414
Change+1,951 (+57%)
Value$481.6K (+$181.5K)
Filed 2026-10-20
True Link Financial Advisors, LLC
NEW
Shares5,321
Change+5,321
Value$477.6K
Filed 2026-10-27
Approach Retirement Advisors, LLC
INCREASED
Shares5,305 from 5,304
Change+1 (+0%)
Value$476.1K (+$10.0K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares5,253 from 6,981
Change-1,728 (-25%)
Value$471.5K (-$142.1K)
Filed 2026-10-23
Colonial River Investments, LLC
INCREASED
Shares5,188 from 5,150
Change+38 (+1%)
Value$465.7K (+$13.1K)
Filed 2026-10-19
Hardy Reed LLC
DECREASED
Shares5,177 from 5,206
Change-29 (-1%)
Value$464.7K (+$7.2K)
Filed 2026-11-06
Helium Advisors LLC
INCREASED
Shares5,172 from 5,158
Change+14 (+0%)
Value$464.2K (+$10.9K)
Filed 2026-10-23
Private Client Services, LLC
INCREASED
Shares5,168 from 3,515
Change+1,653 (+47%)
Value$463.9K (+$155.0K)
Filed 2026-10-02
Traveka Wealth, LLC
UNCHANGED
Shares5,134 from 5,134
Change0 (0%)
Value$460.8K (+$9.7K)
Filed 2026-10-19
Cheviot Value Management, LLC
NEW
Shares5,111
Change+5,111
Value$458.7K
Filed 2026-11-09
Claro Advisors Inc.
DECREASED
Shares5,067 from 7,310
Change-2,243 (-31%)
Value$454.8K (-$187.6K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
NEW
Shares5,048
Change+5,048
Value$453.1K
Filed 2026-10-15
Ejmk Ventures LLC
DECREASED
Shares5,048 from 5,701
Change-653 (-11%)
Value$453.1K (-$47.9K)
Filed 2026-10-21
Urban Wealth Management, LLC
DECREASED
Shares5,026 from 7,595
Change-2,569 (-34%)
Value$451.1K (-$216.4K)
Filed 2026-10-21
Northeast Investment Management
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$448.8K (+$9.4K)
Filed 2026-10-30
James J. Burns & Company, LLC
INCREASED
Shares4,989 from 4,716
Change+273 (+6%)
Value$447.7K (+$33.2K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,985 from 6,632
Change-1,647 (-25%)
Value$447.5K (-$135.4K)
Filed 2026-10-13
Santori & Peters, Inc.
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$447.4K (+$9.4K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares4,958 from 4,446
Change+512 (+12%)
Value$445.1K (+$54.3K)
Filed 2026-11-05
Abner Herrman & Brock LLC
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$444 (+$9)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares4,931
Change+4,931
Value$442.9K
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,909 from 4,809
Change+100 (+2%)
Value$440.6K (+$18.0K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
INCREASED
Shares4,883 from 4,876
Change+7 (+0%)
Value$438.3K (+$9.8K)
Filed 2026-10-05
Sagespring Wealth Partners, LLC
DECREASED
Shares4,834 from 7,129
Change-2,295 (-32%)
Value$433.9K (-$192.6K)
Filed 2026-10-22
Synergy Asset Management, LLC
DECREASED
Shares4,721 from 5,166
Change-445 (-9%)
Value$423.8K (-$30.2K)
Filed 2026-11-05
Destiny Capital Corp
DECREASED
Shares4,717 from 8,323
Change-3,606 (-43%)
Value$423.4K (-$308.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares4,691 from 3,647
Change+1,044 (+29%)
Value$421.9K (+$101.7K)
Filed 2026-11-02
Rayburn West Financial Services LLC
UNCHANGED
Shares4,678 from 4,678
Change0 (0%)
Value$419.9K (+$8.8K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares4,651 from 4,740
Change-89 (-2%)
Value$417.6K (+$951)
Filed 2026-10-15
Fulton Bank, N.A.
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$415.2K (+$8.7K)
Filed 2026-10-14
GSG Advisors LLC
INCREASED
Shares4,608 from 2,828
Change+1,780 (+63%)
Value$413.6K (+$165.1K)
Filed 2026-11-03
Prosperitas Financial LLC
DECREASED
Shares4,566 from 5,600
Change-1,034 (-18%)
Value$409.8K (-$82.3K)
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares4,544 from 4,315
Change+229 (+5%)
Value$408.6K (+$29.2K)
Filed 2026-10-14
Guidance Capital, Inc
INCREASED
Shares4,541 from 4,524
Change+17 (+0%)
Value$402.0K (+$2.2K)
Filed 2026-11-03
CIBC Asset Management Inc
UNCHANGED
Shares4,532 from 4,532
Change0 (0%)
Value$406.8K (+$8.5K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares4,520 from 4,153
Change+367 (+9%)
Value$405.7K (+$40.7K)
Filed 2026-11-04
Burns J W & Co Inc
NEW
Shares4,458
Change+4,458
Value$400.2K
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares4,425 from 4,618
Change-193 (-4%)
Value$397.2K (-$8.7K)
Filed 2026-11-05
SMI Advisory Services, LLC
INCREASED
Shares4,412 from 4,118
Change+294 (+7%)
Value$404.3K (+$40.2K)
Filed 2026-10-13
Vigilare Wealth Management
INCREASED
Shares4,382 from 4,192
Change+190 (+5%)
Value$393.4K (+$25.0K)
Filed 2026-10-29
Cerro Pacific Wealth Advisors LLC
UNCHANGED
Shares4,377 from 4,377
Change0 (0%)
Value$392.9K (+$8.2K)
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED
Shares4,375 from 4,498
Change-123 (-3%)
Value$392.7K (-$2.1K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
UNCHANGED
Shares4,281 from 4,281
Change0 (0%)
Value$384.3K (+$8.0K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
NEW
Shares4,243
Change+4,243
Value$381.1K
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares4,221 from 4,565
Change-344 (-8%)
Value$378.8K (-$22.4K)
Filed 2026-10-20
Orange Investment Advisors, Inc.
DECREASED
Shares4,178 from 4,217
Change-39 (-1%)
Value$375.0K (+$4.4K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
NEW
Shares4,172
Change+4,172
Value$374.5K
Filed 2026-10-21
Successful Portfolios LLC
INCREASED
Shares4,159 from 4,089
Change+70 (+2%)
Value$379.3K (+$16.6K)
Filed 2026-10-09
Kesler, Norman & Wride, LLC
DECREASED
Shares4,144 from 4,314
Change-170 (-4%)
Value$372.0K (-$7.1K)
Filed 2026-11-06
Schulz Wealth, Ltd.
DECREASED
Shares4,126 from 4,127
Change-1 (0%)
Value$370.4K (+$7.7K)
Filed 2026-11-03
Howard Capital Management Group, LLC
DECREASED
Shares4,121 from 4,396
Change-275 (-6%)
Value$369.9K (-$16.4K)
Filed 2026-10-16
Krilogy Financial LLC
NEW
Shares4,109
Change+4,109
Value$376.3K
Filed 2026-10-13
TCP Asset Management, LLC
DECREASED
Shares4,095 from 5,112
Change-1,017 (-20%)
Value$371.0K (-$78.2K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares4,090 from 4,092
Change-2 (0%)
Value$367.1K (+$7.5K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
DECREASED
Shares4,080 from 4,254
Change-174 (-4%)
Value$366.2K (-$7.6K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
NEW
Shares4,071
Change+4,071
Value$365.4K
Filed 2026-11-03
James T. Borello RIA
INCREASED
Shares4,054 from 3,928
Change+126 (+3%)
Value$363.9K (+$18.7K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares4,040 from 3,722
Change+318 (+9%)
Value$362.7K (+$35.5K)
Filed 2026-10-28
Opus Capital Group, LLC
UNCHANGED
Shares4,035 from 4,035
Change0 (0%)
Value$362 (-$354.6K)
Filed 2026-10-30
Bluedoor Private Wealth, LLC
DECREASED
Shares4,032 from 4,372
Change-340 (-8%)
Value$361.9K (-$22.3K)
Filed 2026-11-05
Amara Financial, Llc.
INCREASED
Shares4,011 from 4,006
Change+5 (+0%)
Value$360.1K (+$8.0K)
Filed 2026-11-09
Balboa Wealth Partners
INCREASED
Shares4,004 from 3,827
Change+177 (+5%)
Value$359.4K (+$23.1K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares3,988 from 3,947
Change+41 (+1%)
Value$358.0K (+$11.1K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares3,981 from 3,976
Change+5 (+0%)
Value$357.3K (+$8.0K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares3,980 from 2,708
Change+1,272 (+47%)
Value$357.2K (+$119.2K)
Filed 2026-10-22
New Harbor Financial Group, LLC
INCREASED
Shares3,953 from 3,344
Change+609 (+18%)
Value$354.8K (+$61.0K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares3,949 from 3,123
Change+826 (+26%)
Value$354.4K (+$80.0K)
Filed 2026-10-28
Platform Technology Partners
DECREASED
Shares3,935 from 4,197
Change-262 (-6%)
Value$353.2K (-$15.6K)
Filed 2026-11-02
Dagco, Inc.
INCREASED
Shares3,919 from 3,863
Change+56 (+1%)
Value$351.8K (+$12.3K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares3,872 from 3,521
Change+351 (+10%)
Value$347.6K (+$38.1K)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares3,860 from 2,891
Change+969 (+34%)
Value$346.4K (+$92.4K)
Filed 2026-10-27
Abundance Wealth Counselors
DECREASED
Shares3,852 from 4,986
Change-1,134 (-23%)
Value$345.8K (-$92.4K)
Filed 2026-10-26
Global Financial Private Client, LLC
DECREASED
Shares3,817 from 3,857
Change-40 (-1%)
Value$342.6K (+$3.7K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
INCREASED
Shares3,777 from 3,255
Change+522 (+16%)
Value$339.0K (+$53.0K)
Filed 2026-10-16
Fourpath Capital Management, LLC
INCREASED
Shares3,766 from 3,364
Change+402 (+12%)
Value$338.0K (+$42.4K)
Filed 2026-10-19
Monograph Wealth Advisors, LLC
UNCHANGED
Shares3,746 from 3,746
Change0 (0%)
Value$336.2K (+$7.0K)
Filed 2026-11-09
FF Advisors,LLC
UNCHANGED
Shares3,738 from 3,738
Change0 (0%)
Value$335.5K (+$7.0K)
Filed 2026-10-21
Boomfish Wealth Group, LLC
INCREASED
Shares3,726 from 3,067
Change+659 (+21%)
Value$334.4K (+$64.9K)
Filed 2026-10-22
Networth Advisors, LLC
DECREASED
Shares3,659 from 4,441
Change-782 (-18%)
Value$328.4K (-$61.8K)
Filed 2026-11-03
Foguth Wealth Management, Llc.
INCREASED
Shares3,655 from 2,410
Change+1,245 (+52%)
Value$328.3K (+$117.8K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares3,643 from 11,265
Change-7,622 (-68%)
Value$327.0K (-$663.0K)
Filed 2026-10-26
Plan Group Financial, LLC
INCREASED
Shares3,633 from 3,623
Change+10 (+0%)
Value$328.9K (+$10.5K)
Filed 2026-10-22
Centennial Bank
UNCHANGED
Shares3,623 from 3,623
Change0 (0%)
Value$325.2K (+$6.8K)
Filed 2026-11-09
Plan A Wealth LLC
DECREASED
Shares3,571 from 4,145
Change-574 (-14%)
Value$320.5K (-$43.7K)
Filed 2026-10-08
Asset Advisors Investment Management, LLC
UNCHANGED
Shares3,549 from 3,549
Change0 (0%)
Value$318.6K (+$6.7K)
Filed 2026-10-19
Unique Wealth, LLC
NEW
Shares3,546
Change+3,546
Value$318.3K
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares3,531 from 3,675
Change-144 (-4%)
Value$317.0K (-$6.0K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
INCREASED
Shares3,524 from 3,186
Change+338 (+11%)
Value$316.3K (+$36.3K)
Filed 2026-10-14
Shotwell Rutter Baer Inc
INCREASED
Shares3,503 from 3,250
Change+253 (+8%)
Value$314.4K (+$28.8K)
Filed 2026-10-14
Magnus Financial Group LLC
NEW
Shares3,501
Change+3,501
Value$314.3K
Filed 2026-10-21
One Wealth Capital Management, LLC
DECREASED
Shares3,463 from 4,032
Change-569 (-14%)
Value$310.8K (-$43.5K)
Filed 2026-10-23
Pacific Park Financial, Inc.
DECREASED
Shares3,438 from 3,848
Change-410 (-11%)
Value$308.6K (-$29.6K)
Filed 2026-10-13
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares3,426 from 3,426
Change0 (0%)
Value$307.5K (+$6.4K)
Filed 2026-10-13
Wesbanco Bank Inc
INCREASED
Shares3,424 from 3,314
Change+110 (+3%)
Value$307.3K (+$16.1K)
Filed 2026-11-04
Forum Financial Management, LP
NEW
Shares3,423
Change+3,423
Value$307.3K
Filed 2026-10-16
Wrenne Financial Planning LLC
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$306.9K (+$6.4K)
Filed 2026-10-30
PDS Planning, Inc
NEW
Shares3,418
Change+3,418
Value$306.8K
Filed 2026-11-03
Seelaus Asset Management LLC
INCREASED
Shares3,395 from 3,386
Change+9 (+0%)
Value$304.8K (+$7.2K)
Filed 2026-10-14
First City Capital Management, Inc.
NEW
Shares3,386
Change+3,386
Value$303.9K
Filed 2026-10-27
Hantz Financial Services, Inc.
INCREASED
Shares3,366 from 1,450
Change+1,916 (+132%)
Value$302 (-$126.7K)
Filed 2026-11-09
Oakwell Private Wealth Management, LLC
INCREASED
Shares3,348 from 2,539
Change+809 (+32%)
Value$300.6K (+$77.4K)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares3,348 from 3,227
Change+121 (+4%)
Value$300.5K (+$16.9K)
Filed 2026-10-13
Eclectic Associates Inc
NEW
Shares3,346
Change+3,346
Value$300.3K
Filed 2026-10-09
Entrewealth, LLC
NEW
Shares3,335
Change+3,335
Value$299.4K
Filed 2026-10-14
RPS Advisory Solutions LLC
NEW
Shares3,330
Change+3,330
Value$298.9K
Filed 2026-11-09
Chesley Taft & Associates LLC
INCREASED
Shares3,328 from 3,025
Change+303 (+10%)
Value$298.7K (+$32.9K)
Filed 2026-10-13
Lee Financial Co
DECREASED
Shares3,326 from 7,276
Change-3,950 (-54%)
Value$298.5K (-$340.9K)
Filed 2026-10-16
Brown Wealth Management, LLC
INCREASED
Shares3,312 from 3,090
Change+222 (+7%)
Value$297.3K (+$25.8K)
Filed 2026-10-20
Rockline Wealth Management, LLC
INCREASED
Shares3,288 from 2,914
Change+374 (+13%)
Value$295.1K (+$39.1K)
Filed 2026-10-26
Oak Wealth Advisors LLC
NEW
Shares3,265
Change+3,265
Value$293.1K
Filed 2026-11-09
McAdam, LLC
DECREASED
Shares3,244 from 5,583
Change-2,339 (-42%)
Value$291.1K (-$199.5K)
Filed 2026-10-21
Box Hill Private Wealth LLC
INCREASED
Shares3,216 from 3,207
Change+9 (+0%)
Value$288.6K (+$6.8K)
Filed 2026-10-05
Mid-American Wealth Advisory Group, Inc.
NEW
Shares3,210
Change+3,210
Value$288.1K
Filed 2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,201
Change+3,201
Value$287.8K
Filed 2026-10-15
Fusion Family Wealth, LLC
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$286.3K (+$6.0K)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
INCREASED
Shares3,178 from 3,175
Change+3 (+0%)
Value$285.3K (+$6.3K)
Filed 2026-10-15
Kendall Capital Management
INCREASED
Shares3,159 from 2,768
Change+391 (+14%)
Value$283.6K (+$40.3K)
Filed 2026-10-23
Team Financial Group, LLC
NEW
Shares3,149
Change+3,149
Value$282.7K
Filed 2026-10-30
Tompkins Financial Corp
DECREASED
Shares3,146 from 3,261
Change-115 (-4%)
Value$282.4K (-$4.2K)
Filed 2026-10-05
Blue Line Capital, LLC / IL
DECREASED
Shares3,116 from 3,372
Change-256 (-8%)
Value$279.7K (-$16.6K)
Filed 2026-11-04
Freestone Capital Holdings, LLC
DECREASED
Shares3,094 from 5,850
Change-2,756 (-47%)
Value$277.7K (-$236.4K)
Filed 2026-11-09
Trust Co of Vermont
INCREASED
Shares3,081 from 2,332
Change+749 (+32%)
Value$276.6K (+$71.6K)
Filed 2026-10-21
Penbrook Management LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$276.0K (+$5.8K)
Filed 2026-10-16
Optivise Advisory Services LLC
UNCHANGED
Shares3,067 from 3,067
Change0 (0%)
Value$275.3K (+$5.8K)
Filed 2026-10-19
South Shore Capital Advisors
NEW
Shares3,059
Change+3,059
Value$274.6K
Filed 2026-10-20
Aaron Wealth Advisors LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$274.2K (+$5.7K)
Filed 2026-10-13
AJ Advisors, LLC
DECREASED
Shares3,051 from 4,755
Change-1,704 (-36%)
Value$273.8K (-$144.0K)
Filed 2026-10-29
Parsons Capital Management Inc
INCREASED
Shares3,044 from 3,014
Change+30 (+1%)
Value$273.2K (+$8.4K)
Filed 2026-10-28
Glenview Trust Co
DECREASED
Shares3,023 from 3,266
Change-243 (-7%)
Value$271.3K (-$15.7K)
Filed 2026-10-28
Essex Bank
INCREASED
Shares3,006 from 2,818
Change+188 (+7%)
Value$269.8K (+$22.2K)
Filed 2026-10-16
Regions Financial Corp
DECREASED
Shares3,000 from 3,934
Change-934 (-24%)
Value$269.3K (-$76.4K)
Filed 2026-11-05
Pictet North America Advisors SA
DECREASED
Shares3,000 from 3,362
Change-362 (-11%)
Value$269.3K (-$26.2K)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares2,985
Change+2,985
Value$267.9K
Filed 2026-11-04
Moller Wealth Partners
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$267.8K (+$5.6K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
NEW
Shares2,971
Change+2,971
Value$266.7K
Filed 2026-10-16
Point Windward Advisors Inc.
DECREASED
Shares2,941 from 2,994
Change-53 (-2%)
Value$264.0K (+$871)
Filed 2026-11-06
City Center Advisors, LLC
INCREASED
Shares2,935 from 2,856
Change+79 (+3%)
Value$263.4K (+$12.5K)
Filed 2026-10-08
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,929 from 2,929
Change0 (0%)
Value$262.9K (+$5.5K)
Filed 2026-10-21
Kaydan Wealth Management, Inc.
DECREASED
Shares2,876 from 2,926
Change-50 (-2%)
Value$258.2K (+$1.0K)
Filed 2026-10-08
Hippocratic Financial Advisors, LLC
DECREASED
Shares2,859 from 2,860
Change-1 (0%)
Value$256.6K (+$5.2K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,857 from 2,857
Change0 (0%)
Value$256.4K (+$5.4K)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares2,853 from 2,537
Change+316 (+12%)
Value$256.1K (+$33.1K)
Filed 2026-10-20
Cypress Capital Management LLC (WY)
DECREASED
Shares2,851 from 2,990
Change-139 (-5%)
Value$255.9K (-$6.9K)
Filed 2026-11-09
AlTi Global, Inc.
INCREASED
Shares2,818 from 2,811
Change+7 (+0%)
Value$252.9K (+$5.8K)
Filed 2026-11-09
Financial Consulate, Inc
DECREASED
Shares2,811 from 3,169
Change-358 (-11%)
Value$252.3K (-$26.1K)
Filed 2026-10-23
Wealth Preservation Advisors, LLC
NEW
Shares2,810
Change+2,810
Value$252.2K
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares2,799 from 2,799
Change0 (0%)
Value$251.2K (+$5.3K)
Filed 2026-11-03
Green Ridge Wealth Planning LLC
DECREASED
Shares2,780 from 3,429
Change-649 (-19%)
Value$249.5K (-$51.8K)
Filed 2026-10-08
Fagan Associates, Inc.
UNCHANGED
Shares2,759 from 2,759
Change0 (0%)
Value$247.6K (+$5.2K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares2,756 from 2,421
Change+335 (+14%)
Value$247.4K (+$34.6K)
Filed 2026-10-07
Princeton Global Asset Management LLC
DECREASED
Shares2,721 from 2,997
Change-276 (-9%)
Value$244.2K (-$19.1K)
Filed 2026-10-21
Strathmore Capital Advisors, Inc.
NEW
Shares2,689
Change+2,689
Value$232.8K
Filed 2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED
Shares2,675 from 2,495
Change+180 (+7%)
Value$240.1K (+$20.8K)
Filed 2026-10-23
Cypress Capital Group
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$240.0K (+$5.0K)
Filed 2026-11-03
Pinkerton Wealth, LLC
NEW
Shares2,669
Change+2,669
Value$239.6K
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares2,669
Change+2,669
Value$239.6K
Filed 2026-10-29
Sage Mountain Advisors LLC
INCREASED
Shares2,655 from 2,652
Change+3 (+0%)
Value$238.3K (+$5.2K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED
Shares2,625 from 2,796
Change-171 (-6%)
Value$235.6K (-$10.1K)
Filed 2026-10-09
MFA Wealth Services
INCREASED
Shares2,619 from 2,612
Change+7 (+0%)
Value$235.1K (+$5.5K)
Filed 2026-10-14
Great Waters Wealth Management
INCREASED
Shares2,618 from 2,617
Change+1 (+0%)
Value$235.0K (+$5.0K)
Filed 2026-10-07
Lane Brothers & Co Inc
DECREASED
Shares2,607 from 7,852
Change-5,245 (-67%)
Value$234.0K (-$456.1K)
Filed 2026-11-02
Broussard Financial Group LLC
DECREASED
Shares2,596 from 2,648
Change-52 (-2%)
Value$233.0K (+$311)
Filed 2026-10-26
Roble, Belko & Company, Inc
NEW
Shares2,595
Change+2,595
Value$233
Filed 2026-11-09
Linscomb Wealth, Inc.
DECREASED
Shares2,591 from 3,056
Change-465 (-15%)
Value$232.6K (-$36.0K)
Filed 2026-11-05
Florida Trust Wealth Management Co
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$231.7K (+$4.9K)
Filed 2026-11-05
Signature Equity Partners, LLC
DECREASED
Shares2,579 from 4,083
Change-1,504 (-37%)
Value$231.5K (-$127.3K)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
DECREASED
Shares2,576 from 2,693
Change-117 (-4%)
Value$231.2K (-$5.5K)
Filed 2026-10-13
Global Trust Wealth Management LLC
DECREASED
Shares2,559 from 2,715
Change-156 (-6%)
Value$229.7K (-$8.9K)
Filed 2026-10-14
Curated Wealth Partners LLC
NEW
Shares2,546
Change+2,546
Value$228.5K
Filed 2026-10-15
OFS Enterprise LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$228.5K (+$4.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares2,524 from 2,248
Change+276 (+12%)
Value$226.6K (+$29.2K)
Filed 2026-10-29
Brian LOW Financial Group, LLC
DECREASED
Shares2,515 from 2,900
Change-385 (-13%)
Value$225.8K (-$29.1K)
Filed 2026-10-28
Finer Wealth Management, Inc.
UNCHANGED
Shares2,486 from 2,486
Change0 (0%)
Value$223.1K (+$4.7K)
Filed 2026-10-16
Stonebridge Financial Group, LLC
DECREASED
Shares2,471 from 5,189
Change-2,718 (-52%)
Value$221.8K (-$234.2K)
Filed 2026-10-01
Greenup Street Wealth Management LLC
INCREASED
Shares2,467 from 2,281
Change+186 (+8%)
Value$221.4K (+$21.0K)
Filed 2026-10-28
Strid Group, LLC
DECREASED
Shares2,467 from 2,536
Change-69 (-3%)
Value$221.4K (-$1.4K)
Filed 2026-10-28
XML Financial, LLC
NEW
Shares2,453
Change+2,453
Value$220.2K
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares2,451 from 2,911
Change-460 (-16%)
Value$220.0K (-$35.8K)
Filed 2026-10-08
Radnor Capital Management, LLC
NEW
Shares2,447
Change+2,447
Value$219.6K
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares2,436 from 2,580
Change-144 (-6%)
Value$218.7K (-$8.1K)
Filed 2026-10-20
Investment Research Partners LLC
NEW
Shares2,429
Change+2,429
Value$218.0K
Filed 2026-10-19
Francis Financial, Inc.
NEW
Shares2,424
Change+2,424
Value$217.6K
Filed 2026-11-09
Apex Wealth Management, LLC
INCREASED
Shares2,417 from 2,414
Change+3 (+0%)
Value$217.0K (+$4.8K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares2,414 from 2,334
Change+80 (+3%)
Value$216.7K (+$11.7K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
NEW
Shares2,401
Change+2,401
Value$215.5K
Filed 2026-11-04
Ledyard National Bank
INCREASED
Shares2,400 from 2,360
Change+40 (+2%)
Value$215.4K (+$8.0K)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$215.4K (+$4.5K)
Filed 2026-10-14
King Wealth Management Group
NEW
Shares2,380
Change+2,380
Value$214
Filed 2026-11-09
Members Wealth LLC
INCREASED
Shares2,373 from 2,292
Change+81 (+4%)
Value$217.0K (+$15.6K)
Filed 2026-10-20
Single Point Partners, LLC
DECREASED
Shares2,369 from 2,407
Change-38 (-2%)
Value$212.6K (+$1.1K)
Filed 2026-10-19
Price Financial Group Wealth Management, Inc
NEW
Shares2,367
Change+2,367
Value$216.6K
Filed 2026-11-02
Alliance Wealth Advisors, LLC
NEW
Shares2,366
Change+2,366
Value$212.4K
Filed 2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$210.9K (+$4.4K)
Filed 2026-11-06
Optas, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$209.1K (+$4.4K)
Filed 2026-11-09
Foster Victor Wealth Advisors, LLC
NEW
Shares2,328
Change+2,328
Value$210.0K
Filed 2026-10-21
Teamwork Financial Advisors, LLC
DECREASED
Shares2,313 from 26,172
Change-23,859 (-91%)
Value$207.7K (-$2.1M)
Filed 2026-10-19
Sugar Maple Asset Management, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$205.6K (+$4.3K)
Filed 2026-10-13
Angeles Wealth Management, LLC
UNCHANGED
Shares2,284 from 2,284
Change0 (0%)
Value$205.0K (+$4.3K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares2,274
Change+2,274
Value$204.1K
Filed 2026-10-28
One Way Holdings LLC
NEW
Shares2,267
Change+2,267
Value$203.5K
Filed 2026-10-29
Blueline Advisors LLC
INCREASED
Shares2,256 from 2,082
Change+174 (+8%)
Value$202.5K (+$19.5K)
Filed 2026-10-15
Zenith Solutions, Inc.
NEW
Shares2,246
Change+2,246
Value$201.6K
Filed 2026-10-19
Legacy Financial Strategies, LLC
NEW
Shares2,244
Change+2,244
Value$201.4K
Filed 2026-10-15
Bullock Wealth Management Group
DECREASED
Shares2,201 from 2,217
Change-16 (-1%)
Value$197.9K (+$3.3K)
Filed 2026-10-09
Phillips Financial Management, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$192.0K (+$4.0K)
Filed 2026-10-19
Walsh & Associates, LLC
DECREASED
Shares2,079 from 2,178
Change-99 (-5%)
Value$186.6K (-$4.8K)
Filed 2026-11-09
Central Trust Co
DECREASED
Shares2,012 from 3,384
Change-1,372 (-41%)
Value$180.6K (-$116.8K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares1,954
Change+1,954
Value$175.4K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares1,849
Change+1,849
Value$166.0K
Filed 2026-10-19
Quent Capital, LLC
DECREASED
Shares1,832 from 1,846
Change-14 (-1%)
Value$158.6K (-$3.7K)
Filed 2026-11-09
Wilkerson Advisory Group LLC
DECREASED
Shares1,831 from 2,075
Change-244 (-12%)
Value$164.4K (-$18.1K)
Filed 2026-10-20
Lowe Brockenbrough & Co Inc
INCREASED
Shares1,742 from 1,242
Change+500 (+40%)
Value$156.4K (+$47.2K)
Filed 2026-11-09
Zions Bancorporation, National Association
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$154.4K (+$3.2K)
Filed 2026-11-06
Winthrop Capital Management, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$148.1K (+$3.1K)
Filed 2026-11-05
Chilton Capital Management LLC
INCREASED
Shares1,625 from 1,229
Change+396 (+32%)
Value$145.9K (+$37.9K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares1,537 from 1,305
Change+232 (+18%)
Value$138.0K (+$23.3K)
Filed 2026-10-08
Strive Financial Group,LLC
INCREASED
Shares1,525 from 408
Change+1,117 (+274%)
Value$136.9K (+$101.0K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
DECREASED
Shares1,500 from 1,850
Change-350 (-19%)
Value$134.6K (-$27.9K)
Filed 2026-10-22
Darwin Wealth Management, LLC
INCREASED
Shares1,490 from 1,488
Change+2 (+0%)
Value$133.8K (+$3.0K)
Filed 2026-11-09
RMG Wealth Management LLC
INCREASED
Shares1,463 from 959
Change+504 (+53%)
Value$131.3K (+$44.1K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
DECREASED
Shares1,447 from 1,452
Change-5 (0%)
Value$129.9K (+$2.3K)
Filed 2026-10-16
Toth Financial Advisory Corp
DECREASED
Shares1,431 from 1,928
Change-497 (-26%)
Value$128.5K (-$41.0K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares1,424 from 1,423
Change+1 (+0%)
Value$127.9K (+$2.8K)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,359 from 1,559
Change-200 (-13%)
Value$121.9K (-$15.0K)
Filed 2026-11-03
Beacon Financial Strategies Corp
NEW
Shares1,315
Change+1,315
Value$118.0K
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$116.3K (+$2.4K)
Filed 2026-11-06
Harbor Asset Planning, Inc.
INCREASED
Shares1,201 from 1,198
Change+3 (+0%)
Value$107.8K (+$2.5K)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$107.7K (+$2.3K)
Filed 2026-10-02
Clearstead Trust, LLC
INCREASED
Shares1,180 from 1,169
Change+11 (+1%)
Value$105.9K (+$3.2K)
Filed 2026-11-06
Meramec Financial Planners, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$101.9K (-$506)
Filed 2026-11-09
TFC Financial Management, Inc.
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$101.4K (+$2.1K)
Filed 2026-10-26
Centerpoint Advisors, LLC
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$100 (-$97.9K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares1,098 from 1,276
Change-178 (-14%)
Value$98.6K (-$13.5K)
Filed 2026-10-07
Harbor Investment Advisory, LLC
DECREASED
Shares1,085 from 1,091
Change-6 (-1%)
Value$97.4K (+$1.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$94.6K (+$2.0K)
Filed 2026-10-07
Align Financial, LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$85.1K (+$1.8K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares936 from 1,512
Change-576 (-38%)
Value$84 (-$49)
Filed 2026-10-02
Winch Advisory Services, LLC
INCREASED
Shares927 from 924
Change+3 (+0%)
Value$83.2K (+$2.0K)
Filed 2026-11-06
Smithfield Trust Co
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$82 (-$81.9K)
Filed 2026-11-09
United Community Bank
INCREASED
Shares916 from 500
Change+416 (+83%)
Value$82.2K (+$38.3K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$82.0K (+$1.7K)
Filed 2026-10-05
Frankly Finances, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$75.6K (+$1.6K)
Filed 2026-10-28
Highland Investment Advisors LLC
INCREASED
Shares777 from 327
Change+450 (+138%)
Value$69.8K (+$41.1K)
Filed 2026-11-09
NorthAvenue LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$69.7K (+$1.5K)
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$68.8K (+$1.4K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares591 from 589
Change+2 (+0%)
Value$53.0K (+$1.2K)
Filed 2026-10-27
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$52.9K (+$1.1K)
Filed 2026-11-09
TrustBank
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$52.2K (+$1.1K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$52.2K (+$1.3K)
Filed 2026-10-09
Thompson Investment Management, Inc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$51.0K (+$1.1K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$50.2K (+$1.1K)
Filed 2026-10-27
Strategic Advocates LLC
INCREASED
Shares553 from 463
Change+90 (+19%)
Value$49.6K (+$8.9K)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$46.5K (+$974)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$46.2K (+$968)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$43.7K (+$915)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$42.5K (+$891)
Filed 2026-10-16
Highline Wealth Partners LLC
DECREASED
Shares470 from 653
Change-183 (-28%)
Value$42.2K (-$15.2K)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares446 from 82
Change+364 (+444%)
Value$40.0K (+$32.8K)
Filed 2026-10-23
Valued Wealth Advisors LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$38.9K (+$814)
Filed 2026-11-05
StrongBox Wealth, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$38.8K (+$812)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$38.6K (+$809)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares429 from 286
Change+143 (+50%)
Value$38.5K (+$13.3K)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$34.7K (+$726)
Filed 2026-10-28
Cdkv Holdings LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$33.9K (+$711)
Filed 2026-10-28
Wagner Wealth Management, LLC
INCREASED
Shares349 from 269
Change+80 (+30%)
Value$31.3K (+$7.7K)
Filed 2026-10-21
Mcdonald Partners LLC
NEW
Shares333
Change+333
Value$29.9K
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares329
Change+329
Value$29.5K
Filed 2026-10-23
SYM Financial Corp
NEW
Shares305
Change+305
Value$27.4K
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$27.1K (+$568)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$26.9K (+$564)
Filed 2026-10-22
Prudent Man Investment Management, Inc.
NEW
Shares294
Change+294
Value$26.4K
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
NEW
Shares288
Change+288
Value$25.9K
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares275
Change+275
Value$24.7K
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$24.2K (+$508)
Filed 2026-10-16
Eastern Bank
INCREASED
Shares253 from 97
Change+156 (+161%)
Value$22.7K (+$14.2K)
Filed 2026-10-05
Yankcom Partnership
INCREASED
Shares245 from 127
Change+118 (+93%)
Value$22.0K (+$10.8K)
Filed 2026-10-15
SJS Investment Consulting Inc.
INCREASED
Shares238 from 233
Change+5 (+2%)
Value$21.4K (+$886)
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares225 from 185
Change+40 (+22%)
Value$20.2K (+$3.9K)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$19.8K (+$473)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares218
Change+218
Value$19.6K
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$19.0K (+$399)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
DECREASED
Shares209 from 211
Change-2 (-1%)
Value$18.8K (+$217)
Filed 2026-10-23
Sima Wealth Partners, LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$18.3K (+$384)
Filed 2026-10-19
GHP Investment Advisors, Inc.
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$17.6K (+$368)
Filed 2026-10-15
Godsey & Gibb, Inc
NEW
Shares195
Change+195
Value$17.5K
Filed 2026-10-14
Roxbury Financial LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$16.9K (+$398)
Filed 2026-10-01
Acumen Wealth Advisors, LLC
INCREASED
Shares176 from 93
Change+83 (+89%)
Value$15.8K (+$7.6K)
Filed 2026-11-05
Oakworth Capital, Inc.
DECREASED
Shares172 from 176
Change-4 (-2%)
Value$15.4K (-$23)
Filed 2026-10-26
EPG Wealth Management LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$14.7K (+$309)
Filed 2026-11-03
Bfsg, LLC
DECREASED
Shares160 from 205
Change-45 (-22%)
Value$14.4K (-$3.7K)
Filed 2026-10-30
Fiduciary Advisors, Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$13.7K (+$287)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares151 from 150
Change+1 (+1%)
Value$13.5K (+$314)
Filed 2026-10-30
Tradewinds Capital Management, LLC
INCREASED
Shares143 from 133
Change+10 (+8%)
Value$12.8K (+$1.2K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
DECREASED
Shares140 from 151
Change-11 (-7%)
Value$12.5K (-$759)
Filed 2026-11-03
Mosley Wealth Management
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$12.1K (+$394)
Filed 2026-10-16
Olistico Wealth, LLC
NEW
Shares128
Change+128
Value$11.5K
Filed 2026-10-05
Horizon Financial Services, LLC
INCREASED
Shares121 from 98
Change+23 (+23%)
Value$10.9K (+$2.3K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares107
Change+107
Value$9.6K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares103
Change+103
Value$9.3K
Filed 2026-11-06
American Capital Advisory, LLC
NEW
Shares98
Change+98
Value$8.8K
Filed 2026-10-28
Sfam, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$8.8K (+$184)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares90 from 47
Change+43 (+91%)
Value$8.1K (+$3.9K)
Filed 2026-10-21
Avion Wealth
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares80
Change+80
Value$7.2K
Filed 2026-10-13
Birchbrook, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.8K (+$143)
Filed 2026-10-14
Wolff Wiese Magana LLC
NEW
Shares67
Change+67
Value$6.0K
Filed 2026-10-15
Duncker Streett & Co Inc
NEW
Shares64
Change+64
Value$5.7K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
NEW
Shares60
Change+60
Value$5.3K
Filed 2026-10-13
Farmers & Merchants Investments Inc
DECREASED
Shares55 from 916
Change-861 (-94%)
Value$4.9K (-$75.6K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.8K (+$99)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares49
Change+49
Value$4.4K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.3K (+$90)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.6K (+$75)
Filed 2026-11-03
First Pacific Financial
NEW
Shares35
Change+35
Value$3.1K
Filed 2026-10-14
Fairway Wealth LLC
INCREASED
Shares29 from 20
Change+9 (+45%)
Value$2.6K (+$845)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
INCREASED
Shares28 from 24
Change+4 (+17%)
Value$2.5K (+$409)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
NEW
Shares26
Change+26
Value$2.3K
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.2K (+$51)
Filed 2026-10-15
DB Fitzpatrick & Co, Inc
INCREASED
Shares21 from 12
Change+9 (+75%)
Value$1.9K (+$830)
Filed 2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2 ($0)
Filed 2026-10-14
Davis Capital Management
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.9K (+$40)
Filed 2026-10-08
RHL Group, LLC
DECREASED
Shares18 from 1,302
Change-1,284 (-99%)
Value$1.6K (-$112.9K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (+$27)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares10
Change+10
Value$898
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$857 (+$20)
Filed 2026-10-02
DecisionPoint Financial, LLC
NEW
Shares9
Change+9
Value$810
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$808 (+$17)
Filed 2026-10-22
Dogwood Wealth Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$628 (+$13)
Filed 2026-11-09
Noble Wealth Management PBC
NEW
Shares3
Change+3
Value$269
Filed 2026-10-01
West Paces Advisors Inc.
NEW
Shares3
Change+3
Value$269
Filed 2026-10-13
NBH Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$269 (+$5)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$90
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1 from 1,107
Change-1,106 (-100%)
Value$86 (-$97.2K)
Filed 2026-10-15
Global Assets Advisory, LLC
CLOSED
Shares0 from 34,223
Change-34,223 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-28
Squarepoint Ops LLC
CLOSED
Shares0 from 32,669
Change-32,669 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-09
VCI Wealth Management LLC
CLOSED
Shares0 from 25,718
Change-25,718 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-29
Simon Quick Advisors, LLC
CLOSED
Shares0 from 9,942
Change-9,942 (-100%)
Value$0 (-$873.7K)
Filed 2026-10-26
Unify Financial Advisors
CLOSED
Shares0 from 9,886
Change-9,886 (-100%)
Value$0 (-$868.8K)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 7,462
Change-7,462 (-100%)
Value$0 (-$655.8K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 5,539
Change-5,539 (-100%)
Value$0 (-$482.9K)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 5,170
Change-5,170 (-100%)
Value$0 (-$454.3K)
Filed 2026-10-05
Oppenheimer & Co Inc
CLOSED
Shares0 from 4,779
Change-4,779 (-100%)
Value$0 (-$420.0K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 4,572
Change-4,572 (-100%)
Value$0 (-$401.8K)
Filed 2026-10-26
Marathon Mission, Inc.
CLOSED
Shares0 from 4,398
Change-4,398 (-100%)
Value$0 (-$386.5K)
Filed 2026-10-01
ProVise Management Group, LLC
CLOSED
Shares0 from 3,860
Change-3,860 (-100%)
Value$0 (-$339.2K)
Filed 2026-11-06
WBI Investments, LLC
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$303.2K)
Filed 2026-11-05
Compass Financial Group, Inc
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 2,823
Change-2,823 (-100%)
Value$0 (-$248.1K)
Filed 2026-10-16
Strong Tower Advisory Services
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 2,648
Change-2,648 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 2,602
Change-2,602 (-100%)
Value$0 (-$228.7K)
Filed 2026-11-05
JB Capital LLC
CLOSED
Shares0 from 2,433
Change-2,433 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-19
Center For Asset Management LLC
CLOSED
Shares0 from 2,385
Change-2,385 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-16
Higgins & Schmidt Wealth Strategies LLC
CLOSED
Shares0 from 2,364
Change-2,364 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 1,941
Change-1,941 (-100%)
Value$0 (-$170.7K)
Filed 2026-10-20
Tsfg, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$160.0K)
Filed 2026-10-23
Wellington Grp LLC
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$121.7K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 1,501
Change-1,501 (-100%)
Value$0 (-$131.9K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$130.9K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$102.5K)
Filed 2026-10-14
Simplex Trading, LLC
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$95.1K)
Filed 2026-11-04
Country Trust Bank
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$94.6K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$75.5K)
Filed 2026-10-26
Torren Management, LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$72.4K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$65.9K)
Filed 2026-10-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$64.0K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$49.5K)
Filed 2026-10-13
Heritage Wealth Advisors
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$43.3K)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-28
Park Square Financial Group, LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$12.7K)
Filed 2026-11-09
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-09
Maseco LLP
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$176)
Filed 2026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.7M (+$1.3M)
Filed 2026-10-29
Jones Financial Companies Lllp
N/A
Shares— from 169,823,143
Change-169,823,143 (-100%)
Value—
Betterment LLC
N/A
Shares— from 97,881,145
Change-97,881,145 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,717,904
Change-67,717,904 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 66,398,232
Change-66,398,232 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 54,715,109
Change-54,715,109 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 46,869,324
Change-46,869,324 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 46,223,571
Change-46,223,571 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,699,990
Change-22,699,990 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 20,509,091
Change-20,509,091 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,075,136
Change-20,075,136 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,891,230
Change-18,891,230 (-100%)
Value—
Ossiam
N/A
Shares— from 11,761,208
Change-11,761,208 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,604,422
Change-10,604,422 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,309,495
Change-10,309,495 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 9,989,832
Change-9,989,832 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,061,484
Change-9,061,484 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,500,233
Change-8,500,233 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,781,306
Change-7,781,306 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,587,760
Change-7,587,760 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,137,684
Change-6,137,684 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,135,519
Change-6,135,519 (-100%)
Value—
TIG Advisors, LLC
N/A
Shares— from 5,976,701
Change-5,976,701 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,956,478
Change-5,956,478 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 5,915,320
Change-5,915,320 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,860,444
Change-5,860,444 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,799,266
Change-5,799,266 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 5,775,658
Change-5,775,658 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,223,357
Change-5,223,357 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,164,150
Change-5,164,150 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,090,408
Change-5,090,408 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,084,065
Change-5,084,065 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,010,116
Change-5,010,116 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,001,980
Change-5,001,980 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 4,977,739
Change-4,977,739 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,840,464
Change-4,840,464 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,753,004
Change-4,753,004 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,629,596
Change-4,629,596 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,406,554
Change-4,406,554 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,389,368
Change-4,389,368 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,003,540
Change-4,003,540 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,842,593
Change-3,842,593 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 3,511,270
Change-3,511,270 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,492,375
Change-3,492,375 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,411,823
Change-3,411,823 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,146,097
Change-3,146,097 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 3,116,022
Change-3,116,022 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,068,715
Change-3,068,715 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,027,799
Change-3,027,799 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,632,322
Change-2,632,322 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,622,607
Change-2,622,607 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,621,733
Change-2,621,733 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,312,710
Change-2,312,710 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,258,636
Change-2,258,636 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,912,966
Change-1,912,966 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,853,216
Change-1,853,216 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,849,918
Change-1,849,918 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,812,084
Change-1,812,084 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,565,618
Change-1,565,618 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,540,805
Change-1,540,805 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,465,039
Change-1,465,039 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,398,369
Change-1,398,369 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 1,364,681
Change-1,364,681 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,234,572
Change-1,234,572 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,203,055
Change-1,203,055 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,185,830
Change-1,185,830 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,172,238
Change-1,172,238 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,151,797
Change-1,151,797 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 1,069,193
Change-1,069,193 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,041,206
Change-1,041,206 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,025,300
Change-1,025,300 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,021,646
Change-1,021,646 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,014,191
Change-1,014,191 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 971,513
Change-971,513 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 926,489
Change-926,489 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 905,742
Change-905,742 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 892,772
Change-892,772 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 871,296
Change-871,296 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 851,658
Change-851,658 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 838,885
Change-838,885 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 830,210
Change-830,210 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 829,318
Change-829,318 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 798,870
Change-798,870 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 727,035
Change-727,035 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 715,906
Change-715,906 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 708,888
Change-708,888 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 703,245
Change-703,245 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 697,278
Change-697,278 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 681,500
Change-681,500 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 679,582
Change-679,582 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 652,358
Change-652,358 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 647,752
Change-647,752 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 641,627
Change-641,627 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 614,520
Change-614,520 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 598,167
Change-598,167 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 597,120
Change-597,120 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 594,395
Change-594,395 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 583,394
Change-583,394 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 550,574
Change-550,574 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 548,077
Change-548,077 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 545,492
Change-545,492 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 536,722
Change-536,722 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 526,150
Change-526,150 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 513,535
Change-513,535 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 486,464
Change-486,464 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 485,208
Change-485,208 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 476,835
Change-476,835 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 447,152
Change-447,152 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 422,561
Change-422,561 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 418,841
Change-418,841 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 416,925
Change-416,925 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 416,733
Change-416,733 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 415,184
Change-415,184 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 413,622
Change-413,622 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 409,741
Change-409,741 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 406,839
Change-406,839 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 400,899
Change-400,899 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 397,662
Change-397,662 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 396,940
Change-396,940 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 389,347
Change-389,347 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 372,677
Change-372,677 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 350,771
Change-350,771 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 344,100
Change-344,100 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 342,136
Change-342,136 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 340,546
Change-340,546 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 339,955
Change-339,955 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 334,872
Change-334,872 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 333,604
Change-333,604 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 332,122
Change-332,122 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 330,047
Change-330,047 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 328,764
Change-328,764 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 324,511
Change-324,511 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 323,804
Change-323,804 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 321,768
Change-321,768 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 317,819
Change-317,819 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 315,576
Change-315,576 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 307,979
Change-307,979 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 306,303
Change-306,303 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 293,692
Change-293,692 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 290,177
Change-290,177 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 285,284
Change-285,284 (-100%)
Value—
FMR LLC
N/A
Shares— from 274,669
Change-274,669 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 271,169
Change-271,169 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 265,895
Change-265,895 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 261,395
Change-261,395 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 250,451
Change-250,451 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 250,339
Change-250,339 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 246,451
Change-246,451 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 243,843
Change-243,843 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 242,040
Change-242,040 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 241,389
Change-241,389 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 238,989
Change-238,989 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 238,962
Change-238,962 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 237,926
Change-237,926 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 235,331
Change-235,331 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 221,997
Change-221,997 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 221,608
Change-221,608 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 219,477
Change-219,477 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 218,694
Change-218,694 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 218,268
Change-218,268 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 214,574
Change-214,574 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 213,589
Change-213,589 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 210,791
Change-210,791 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 209,007
Change-209,007 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 205,218
Change-205,218 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 199,881
Change-199,881 (-100%)
Value—
&partners
N/A
Shares— from 196,615
Change-196,615 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 196,513
Change-196,513 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 194,935
Change-194,935 (-100%)
Value—
Blair William & Co
N/A
Shares— from 188,833
Change-188,833 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 187,165
Change-187,165 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 186,676
Change-186,676 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 186,649
Change-186,649 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 183,922
Change-183,922 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 183,436
Change-183,436 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 181,454
Change-181,454 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 179,337
Change-179,337 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 177,211
Change-177,211 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 176,771
Change-176,771 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 175,951
Change-175,951 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 174,083
Change-174,083 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 171,027
Change-171,027 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 169,691
Change-169,691 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 169,315
Change-169,315 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 165,376
Change-165,376 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 163,506
Change-163,506 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 160,649
Change-160,649 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 155,676
Change-155,676 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 155,008
Change-155,008 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 155,008
Change-155,008 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 154,993
Change-154,993 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 154,046
Change-154,046 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 153,247
Change-153,247 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 148,796
Change-148,796 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 146,895
Change-146,895 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 146,217
Change-146,217 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 142,447
Change-142,447 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 142,160
Change-142,160 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 137,616
Change-137,616 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 135,694
Change-135,694 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 131,665
Change-131,665 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 131,652
Change-131,652 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 126,464
Change-126,464 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 125,249
Change-125,249 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 121,212
Change-121,212 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 119,311
Change-119,311 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 117,765
Change-117,765 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 116,985
Change-116,985 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 116,689
Change-116,689 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 114,227
Change-114,227 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 113,533
Change-113,533 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 112,634
Change-112,634 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 108,682
Change-108,682 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 107,665
Change-107,665 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 105,897
Change-105,897 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 105,611
Change-105,611 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 105,474
Change-105,474 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 102,623
Change-102,623 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 102,252
Change-102,252 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 102,154
Change-102,154 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 100,153
Change-100,153 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 98,451
Change-98,451 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 98,271
Change-98,271 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 96,590
Change-96,590 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 95,483
Change-95,483 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 95,034
Change-95,034 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 94,837
Change-94,837 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 93,449
Change-93,449 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 93,290
Change-93,290 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 93,143
Change-93,143 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 92,767
Change-92,767 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 84,142
Change-84,142 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 83,527
Change-83,527 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 81,365
Change-81,365 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 76,643
Change-76,643 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 74,098
Change-74,098 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 73,871
Change-73,871 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 71,895
Change-71,895 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 70,354
Change-70,354 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 69,761
Change-69,761 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 66,878
Change-66,878 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 65,250
Change-65,250 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 65,208
Change-65,208 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 64,635
Change-64,635 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 63,616
Change-63,616 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 61,881
Change-61,881 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 60,396
Change-60,396 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 59,484
Change-59,484 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 59,269
Change-59,269 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 59,155
Change-59,155 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 57,850
Change-57,850 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 57,833
Change-57,833 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 57,006
Change-57,006 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 53,760
Change-53,760 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 53,727
Change-53,727 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 52,571
Change-52,571 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 52,271
Change-52,271 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 50,588
Change-50,588 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 50,136
Change-50,136 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 49,965
Change-49,965 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 49,792
Change-49,792 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 47,450
Change-47,450 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 47,249
Change-47,249 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 47,105
Change-47,105 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 46,324
Change-46,324 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 46,269
Change-46,269 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 45,219
Change-45,219 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 44,742
Change-44,742 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 44,507
Change-44,507 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 44,115
Change-44,115 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 42,059
Change-42,059 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 41,439
Change-41,439 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 40,918
Change-40,918 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 40,698
Change-40,698 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 40,283
Change-40,283 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 40,127
Change-40,127 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 38,788
Change-38,788 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 38,552
Change-38,552 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 38,552
Change-38,552 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 37,177
Change-37,177 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 37,161
Change-37,161 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 36,840
Change-36,840 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 36,219
Change-36,219 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 36,204
Change-36,204 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 35,980
Change-35,980 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 35,872
Change-35,872 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 35,608
Change-35,608 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 35,468
Change-35,468 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 35,373
Change-35,373 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 35,262
Change-35,262 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 34,753
Change-34,753 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 34,465
Change-34,465 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 34,302
Change-34,302 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 34,236
Change-34,236 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 33,986
Change-33,986 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 33,770
Change-33,770 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 33,411
Change-33,411 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 32,657
Change-32,657 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 31,980
Change-31,980 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 31,231
Change-31,231 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 30,439
Change-30,439 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 30,231
Change-30,231 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 29,979
Change-29,979 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 29,324
Change-29,324 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 29,299
Change-29,299 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 27,994
Change-27,994 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 27,856
Change-27,856 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 27,762
Change-27,762 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 27,505
Change-27,505 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 27,231
Change-27,231 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 27,184
Change-27,184 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 26,589
Change-26,589 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 25,989
Change-25,989 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 25,911
Change-25,911 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 25,081
Change-25,081 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 24,926
Change-24,926 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 24,611
Change-24,611 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 24,360
Change-24,360 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 23,932
Change-23,932 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 23,925
Change-23,925 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 23,533
Change-23,533 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 23,181
Change-23,181 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 21,756
Change-21,756 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 21,062
Change-21,062 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 19,667
Change-19,667 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 19,533
Change-19,533 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 19,489
Change-19,489 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,438
Change-19,438 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 19,408
Change-19,408 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,353
Change-19,353 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 19,202
Change-19,202 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 19,042
Change-19,042 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 18,755
Change-18,755 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 18,692
Change-18,692 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,039
Change-18,039 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 17,677
Change-17,677 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,576
Change-17,576 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 17,193
Change-17,193 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 17,149
Change-17,149 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 17,029
Change-17,029 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,119
Change-16,119 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 14,398
Change-14,398 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 13,355
Change-13,355 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 13,168
Change-13,168 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 12,712
Change-12,712 (-100%)
Value—
Invst, LLC
N/A
Shares— from 12,592
Change-12,592 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 12,347
Change-12,347 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 12,329
Change-12,329 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 10,125
Change-10,125 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,625
Change-9,625 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 9,429
Change-9,429 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 9,362
Change-9,362 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,653
Change-8,653 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Nepc LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 557
Change-557 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 458
Change-458 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 407
Change-407 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 330
Change-330 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 175
Change-175 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Rogco, LP
N/A
Shares— from 120
Change-120 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 110
Change-110 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 104
Change-104 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 31
Change-31 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED64,917,54063,355,614+1,561,926+2%$5.6B$5.8B+$259.3M2026-11-06
Kedalion Capital Management LLP
INCREASED44,970,00035,130,000+9,840,000+28%$3.1B$4.0B+$949.3M2026-11-06
Creative Planning
INCREASED36,147,75035,366,422+781,328+2%$3.1B$3.2B+$136.6M2026-11-02
Natixis
INCREASED17,117,7414,671,792+12,445,949+266%$409.9M$1.5B+$1.1B2026-11-06
MKP Capital Management, L.L.C.
DECREASED10,407,00011,650,400-1,243,400-11%$1.0B$934.1M-$89.7M2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED9,536,0009,536,00000%$838.0M$856.0M+$17.9M2026-10-28
Exchange Traded Concepts, LLC
INCREASED8,372,0526,808,698+1,563,354+23%$598.3M$751.5M+$153.1M2026-10-28
Greenleaf Trust
INCREASED7,405,9427,005,466+400,476+6%$615.6M$664.8M+$49.1M2026-10-29
1900 Wealth Management LLC
INCREASED6,218,1876,044,624+173,563+3%$531.2M$558.1M+$26.9M2026-10-13
First Command Advisory Services, Inc.
INCREASED5,862,6914,934,249+928,442+19%$433.6M$526.2M+$92.6M2026-11-05
TD Private Client Wealth LLC
INCREASED5,817,1305,508,862+308,268+6%$484.1M$522.1M+$38.0M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED4,655,7624,391,034+264,728+6%$385.9M$417.9M+$32.0M2026-10-21
Gradient Investments LLC
INCREASED4,535,4354,474,804+60,631+1%$393.2M$407.1M+$13.9M2026-10-08
Bank of Montreal
DECREASED4,445,4145,606,004-1,160,590-21%$492.7M$399.0M-$93.6M2026-11-09
Cambridge Investment Research Advisors, Inc.
INCREASED4,039,8363,701,184+338,652+9%$325.3M$362.6K-$324.9M2026-11-02
Vantagepoint Investment Advisers LLC
DECREASED3,848,0403,886,760-38,720-1%$341.6M$345.4M+$3.8M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED3,645,1723,461,511+183,661+5%$304.2M$327.2M+$23.0M2026-11-03
Larson Financial Group LLC
INCREASED3,204,1523,010,487+193,665+6%$264.6M$287.6M+$23.0M2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,068,7112,850,502+218,209+8%$250.5M$275.4M+$24.9M2026-10-14
Assetmark, Inc
DECREASED2,632,9513,163,324-530,373-17%$278.0M$236.3M-$41.7M2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED2,571,6092,560,881+10,728+0%$225.1M$230.8M+$5.8M2026-10-19
Peterson Wealth Advisors, LLC
INCREASED2,542,4722,458,693+83,779+3%$216.1M$228.2M+$12.1M2026-10-08
Ascent Group, LLC
INCREASED2,522,3742,484,549+37,825+2%$218.3M$226.4M+$8.1M2026-10-30
Vicus Capital
INCREASED2,332,2312,297,092+35,139+2%$201.9M$209.3M+$7.5M2026-11-05
Commonwealth Equity Services, LLC
INCREASED2,017,5821,467,006+550,576+38%$128.9M$181.1M+$52.2M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED2,007,8172,618,622-610,805-23%$222.1M$171.9M-$50.1M2026-10-13
AlphaStar Capital Management, LLC
INCREASED1,986,9251,854,270+132,655+7%$163.0M$178.3M+$15.4M2026-10-16
Great Valley Advisor Group, Inc.
INCREASED1,975,3721,659,104+316,268+19%$145.8M$177.3M+$31.5M2026-11-09
Tennessee Valley Asset Management Partners
INCREASED1,889,0401,826,177+62,863+3%$160.5M$169.6M+$9.1M2026-11-03
Ocean Park Asset Management, LLC
DECREASED1,883,7921,989,605-105,813-5%$174.8M$169.1M-$5.8M2026-10-21
Univest Financial Corp
DECREASED1,832,3841,833,570-1,1860%$161.1M$164.5M+$3.3M2026-11-05
KWB Wealth
INCREASED1,776,5461,720,975+55,571+3%$151.2M$159.5M+$8.2M2026-10-16
CFS Investment Advisory Services, LLC
INCREASED1,552,1951,490,244+61,951+4%$130.6M$142.4M+$11.7M2026-10-19
Signal Advisors Wealth, LLC
INCREASED1,544,0291,378,359+165,670+12%$121.1M$138.6M+$17.5M2026-10-13
Intact Investment Management Inc.
DECREASED1,508,2061,589,216-81,010-5%$139.7M$135.4M-$4.3M2026-11-03
Agur Provident & Training Funds Management LTD
UNCHANGED1,391,8941,391,89400%$11.5M$1.2M-$10.3M2026-11-02
Kestra Advisory Services, LLC
INCREASED1,369,9141,319,914+50,000+4%$116.0M$123.0M+$7.0M2026-11-02
Vise Technologies, Inc.
INCREASED1,329,910810,572+519,338+64%$71.2M$119.4M+$48.1M2026-10-29
Integrity Alliance, Llc.
INCREASED1,316,6901,305,650+11,040+1%$114.7M$118.2M+$3.4M2026-10-29
3Edge Asset Management, LP
DECREASED1,304,4621,477,485-173,023-12%$129.8M$117.1M-$12.8M2026-10-30
Marks Group Wealth Management, Inc
INCREASED1,251,7121,119,123+132,589+12%$98.3M$112.4M+$14.0M2026-11-05
Ritholtz Wealth Management
INCREASED1,242,64056,487+1,186,153+2100%$5.0M$111.5M+$106.6M2026-11-05
Bank of New York Mellon Corp
INCREASED1,237,198994,749+242,449+24%$87.4M$111.1M+$23.6M2026-11-05
LVW Advisors, LLC
DECREASED1,220,7111,241,597-20,886-2%$109.1M$109.6M+$459.5K2026-10-19
One Day In July LLC
INCREASED1,194,4661,148,157+46,309+4%$100.9M$107.2M+$6.3M2026-10-30
Brown Financial Advisory
INCREASED1,183,8011,151,975+31,826+3%$101.2M$106.3M+$5.0M2026-11-05
AIA Group Ltd
NEW1,169,845—+1,169,845——$105.0M—2026-10-30
Physician Wealth Advisors, Inc.
INCREASED1,136,9271,069,899+67,028+6%$94.0M$102.1M+$8.0M2026-10-20
Sterling Group Wealth Management, LLC
INCREASED1,113,4981,093,329+20,169+2%$96.1M$99.9M+$3.9M2026-11-03
Detalus Advisors, LLC
DECREASED1,103,3701,118,353-14,983-1%$98.3M$99.0M+$757.6K2026-10-15
West Wealth Group, LLC
INCREASED1,072,8091,006,588+66,221+7%$88.5M$96.3M+$7.8M2026-10-14
Compound Planning, Inc.
INCREASED1,056,346116,373+939,973+808%$10.2M$94.8M+$84.6M2026-11-09
Thrivent Financial for Lutherans
DECREASED1,028,9561,203,104-174,148-14%$105.7M$92.4K-$105.6M2026-11-05
Barclays PLC
NEW1,020,000—+1,020,000——$91.6M—2026-11-06
Leading Edge Financial Planning LLC
INCREASED1,004,561986,037+18,524+2%$86.7M$90.2M+$3.5M2026-10-23
Security Financial Services, Inc.
INCREASED1,001,656995,716+5,940+1%$87.5M$89.9M+$2.4M2026-10-29
Park Avenue Securities LLC
DECREASED968,3921,138,392-170,000-15%$100.0M$86.9K-$100.0M2026-10-26
Intrua Financial, LLC
INCREASED968,163961,927+6,236+1%$84.5M$86.9M+$2.4M2026-10-28
Lifelong Wealth Advisors, Inc.
INCREASED943,530940,424+3,106+0%$82.6M$84.7M+$2.0M2026-10-19
Tectonic Advisors LLC
DECREASED930,056965,257-35,201-4%$84.8M$83.5M-$1.3M2026-10-22
Solitude Financial Services
INCREASED929,834918,816+11,018+1%$80.7M$83.5M+$2.7M2026-10-26
Allen Capital Group, LLC
INCREASED927,618903,307+24,311+3%$79.4M$83.3M+$3.9M2026-10-27
Standpoint Asset Management, LLC
INCREASED916,100884,900+31,200+4%$77.8M$82.2M+$4.5M2026-10-16
Farther Finance Advisors, LLC
INCREASED902,351607,263+295,088+49%$53.4M$81.0M+$27.6M2026-10-08
Horst & Graben Wealth Management LLC
INCREASED893,208868,783+24,425+3%$76.3M$80.2M+$3.9M2026-11-02
HighPoint Advisor Group LLC
INCREASED884,107835,991+48,116+6%$73.5M$79.4M+$5.9M2026-11-09
Dynamic Advisor Solutions LLC
INCREASED877,579854,513+23,066+3%$75.1M$78.8M+$3.7M2026-10-13
Earned Wealth Advisors, LLC
INCREASED867,641842,270+25,371+3%$74.0M$77.9M+$3.9M2026-11-06
Procyon Advisors, LLC
INCREASED863,190792,778+70,412+9%$69.7M$77.5M+$7.8M2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED862,435973,176-110,741-11%$85.5M$77.4M-$8.1M2026-10-08
Taiyo Life Insurance Co
UNCHANGED855,500855,50000%$75.2M$76.8K-$75.1M2026-10-20
IAG Wealth Partners, LLC
INCREASED843,637838,486+5,151+1%$73.7M$75.7M+$2.0M2026-11-06
N.E.W. Advisory Services LLC
DECREASED839,909876,954-37,045-4%$77.1M$75.4M-$1.7M2026-11-09
Fifth Third Bancorp
INCREASED832,206783,133+49,073+6%$68.8M$74.7M+$5.9M2026-11-05
Private Wealth Group, LLC
INCREASED817,556790,173+27,383+3%$69.4M$73.4M+$3.9M2026-10-19
Flagship Harbor Advisors, LLC
INCREASED815,721598,678+217,043+36%$52.6M$73.2M+$20.6M2026-10-26
ODonnell Financial Services, LLC
INCREASED799,231783,367+15,864+2%$68.8M$71.7M+$2.9M2026-11-09
Penobscot Wealth Management
INCREASED796,100784,975+11,125+1%$69.0M$71.5M+$2.5M2026-10-21
WBH Advisory Inc
INCREASED776,022740,912+35,110+5%$65.1M$69.7M+$4.5M2026-11-05
Eagle Strategies LLC
INCREASED773,937766,163+7,774+1%$67.3M$69.5M+$2.1M2026-10-16
Western Wealth Management, LLC
INCREASED764,762744,025+20,737+3%$65.4M$68.6M+$3.3M2026-11-09
Principal Financial Group Inc
INCREASED751,949509,443+242,506+48%$44.8M$67.5M+$22.7M2026-11-02
Tull Financial Group, Inc.
INCREASED750,836706,854+43,982+6%$62.1M$67.4M+$5.3M2026-11-05
New Perspectives, Inc
INCREASED746,537733,557+12,980+2%$64.5M$67.0M+$2.5M2026-10-14
Cahaba Wealth Management, Inc.
DECREASED737,791737,949-1580%$64.9M$66.2M+$1.4M2026-10-26
Moneco Advisors, LLC
INCREASED710,209668,521+41,688+6%$58.7M$63.7M+$5.0M2026-11-05
First Heartland Consultants, Inc.
INCREASED701,619683,011+18,608+3%$60.0M$63.0M+$3.0M2026-10-08
International City Management Association Retirement Corp
NEW693,547—+693,547——$62.3M—2026-10-26
Cornerstone Wealth Management, LLC
INCREASED691,150664,572+26,578+4%$58.4M$62.0M+$3.6M2026-11-04
Macco Financial Group, Inc.
INCREASED688,433633,400+55,033+9%$55.7M$61.8M+$6.1M2026-11-05
Stone House Investment Management, LLC
INCREASED686,366667,459+18,907+3%$58.7M$61.6M+$3.0M2026-10-23
Geneos Wealth Management Inc.
INCREASED684,445676,322+8,123+1%$59.4M$61.4M+$2.0M2026-11-09
Bricktown Capital, LLC
INCREASED663,322583,322+80,000+14%$51.3M$59.5M+$8.3M2026-10-13
IFG Advisory, LLC
INCREASED660,778455,449+205,329+45%$40.0M$59.3M+$19.3M2026-11-09
Auour Investments LLC
DECREASED659,995785,574-125,579-16%$69.0M$59.2M-$9.8M2026-10-28
IFP Advisors, Inc
INCREASED636,584632,889+3,695+1%$55.6M$57.1M+$1.5M2026-10-16
Investment Planning Advisors, Inc.
INCREASED630,403604,935+25,468+4%$53.2M$56.6M+$3.4M2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED622,740584,920+37,820+6%$51.4M$55.9M+$4.5M2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED622,019623,005-9860%$54.7M$55.8M+$1.1M2026-10-22
Financial Enhancement Group LLC
DECREASED620,582622,276-1,6940%$54.7M$56.8M+$2.1M2026-10-08
Walkner Condon Financial Advisors LLC
INCREASED615,682559,275+56,407+10%$49.1M$55.3M+$6.1M2026-11-02
Client 1ST Advisory Group, LLC
INCREASED605,934599,273+6,661+1%$52.7M$54.4M+$1.7M2026-10-19
Lido Advisors, LLC
DECREASED596,824615,421-18,597-3%$54.1M$53.6M-$512.1K2026-11-04
Kickstand Ventures, Llc.
DECREASED593,057611,308-18,251-3%$53.7M$53.2M-$488.9K2026-11-09
Cypress Wealth Services, LLC
INCREASED588,972535,606+53,366+10%$47.1M$54.0M+$7.0M2026-10-21
Brookstone Capital Management
INCREASED586,760577,102+9,658+2%$50.7M$52.7M+$2.0M2026-10-22
Louisiana State Employees Retirement System
INCREASED574,700540,000+34,700+6%$47.5M$51.6M+$4.1M2026-10-20
TSA Wealth Managment LLC
DECREASED572,680573,623-9430%$50.4M$51.4M+$993.8K2026-10-22
Retiremitten Financial LLC
INCREASED568,432538,570+29,862+6%$47.3M$51.7M+$4.3M2026-11-05
Harbour Investments, Inc.
DECREASED561,949785,230-223,281-28%$69.0M$50.4M-$18.6M2026-11-09
Concurrent Investment Advisors, LLC
INCREASED556,681543,456+13,225+2%$47.8M$50.0M+$2.2M2026-10-16
Financial Insights, Inc.
INCREASED555,766542,614+13,152+2%$47.7M$49.9M+$2.2M2026-10-27
Verde Capital Management
INCREASED549,835481,395+68,440+14%$42.3M$49.4M+$7.0M2026-10-28
Broadway Wealth Solutions, Inc.
INCREASED546,641515,783+30,858+6%$45.3M$49.1M+$3.7M2026-10-21
Compass Ion Advisors, LLC
DECREASED539,845549,670-9,825-2%$48.3M$48.5M+$151.5K2026-10-23
Wealth Management Nebraska
DECREASED539,530542,815-3,285-1%$47.7M$48.4M+$725.6K2026-10-26
SFG Wealth Management, Llc.
INCREASED534,347526,644+7,703+1%$46.3M$48.0M+$1.7M2026-10-23
Level Four Advisory Services, LLC
DECREASED523,478543,471-19,993-4%$47.8M$47.0M-$772.9K2026-11-06
Highland Financial Advisors, LLC
DECREASED518,702528,512-9,810-2%$46.4M$46.6M+$113.0K2026-10-19
TSG Advice Partners, LLC
NEW515,760—+515,760——$45.3M—2026-10-29
Market Street Wealth Management Advisors LLC
DECREASED515,117525,107-9,990-2%$46.1M$46.2M+$90.4K2026-10-09
Beacon Capital Management, LLC
INCREASED513,467394,381+119,086+30%$34.7M$46.1M+$11.4M2026-10-23
Crown Wealth Group, LLC
INCREASED512,609494,535+18,074+4%$43.5M$46.0M+$2.6M2026-10-19
Compass Financial Services Inc
INCREASED498,026485,904+12,122+2%$42.7M$44.7M+$2.0M2026-11-06
Prairie Advisory, LLC
INCREASED490,082217,954+272,128+125%$19.2M$44.0M+$24.8M2026-10-19
Carnegie Investment Counsel
INCREASED487,584430,630+56,954+13%$37.8M$43.8M+$5.9M2026-10-20
Fiduciary Alliance LLC
INCREASED486,658464,592+22,066+5%$40.8M$43.7M+$2.9M2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED484,882478,689+6,193+1%$42.1M$43.5M+$1.5M2026-10-29
Legacy Wealth Management, LLC / MS
INCREASED471,587302,964+168,623+56%$26.6M$42.3M+$15.7M2026-10-30
Montz Harcus Wealth Management LLC
INCREASED462,330454,084+8,246+2%$39.9M$41.5M+$1.6M2026-10-09
Tanglewood Wealth Management, Inc.
NEW460,677—+460,677——$41.4M—2026-10-23
Independent Financial Group, LLC
INCREASED457,644427,208+30,436+7%$37.5M$41.1M+$3.5M2026-10-13
MGO One Seven LLC
DECREASED451,860476,898-25,038-5%$41.9M$40.6M-$1.4M2026-10-28
Verus Capital Partners, LLC
INCREASED443,830433,296+10,534+2%$38.1M$39.8M+$1.8M2026-11-03
Fragasso Financial Advisors Inc
INCREASED442,931437,312+5,619+1%$38.4M$40.6M+$2.2M2026-10-13
Bauman Advisory Group, LLC
INCREASED440,986413,608+27,378+7%$36.3M$39.6M+$3.2M2026-10-29
PFG Advisors
DECREASED439,874464,460-24,586-5%$40.8M$39.5M-$1.3M2026-10-16
Merit Financial Group, LLC
INCREASED436,835432,820+4,015+1%$38.0M$39.2M+$1.2M2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED429,042425,852+3,190+1%$37.4M$38.5M+$1.1M2026-11-03
Asset Allocation Strategies LLC
DECREASED428,438577,339-148,901-26%$50.7M$38.5M-$12.3M2026-10-20
Kelman-Lazarov, Inc.
DECREASED428,014430,413-2,399-1%$37.8M$38.4M+$593.8K2026-11-09
Clear Creek Financial Management, LLC
DECREASED423,872527,660-103,788-20%$46.4M$38.0M-$8.3M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED420,286358,629+61,657+17%$31.5M$37.7M+$6.2M2026-11-03
Archford Capital Strategies, LLC
INCREASED408,717358,112+50,605+14%$31.5M$36.7M+$5.2M2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED404,762370,036+34,726+9%$32.5M$36.3M+$3.8M2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED401,844390,890+10,954+3%$34.4M$36.1M+$1.7M2026-10-20
HUB Investment Partners, LLC
INCREASED390,675374,977+15,698+4%$33.0M$35.1M+$2.1M2026-11-03
Thryve Wealth Management LLC
INCREASED388,769379,473+9,296+2%$33.3M$34.9M+$1.5M2026-10-09
Simplicity Wealth,LLC
DECREASED381,443461,034-79,591-17%$40.5M$34.2M-$6.3M2026-10-23
Upper Left Wealth Management, LLC
INCREASED380,177121,120+259,057+214%$10.6M$34.1M+$23.5M2026-10-14
Tableaux LLC
INCREASED379,502374,730+4,772+1%$32.9M$34.1M+$1.1M2026-10-23
Gen-Wealth Partners Inc
INCREASED377,626359,939+17,687+5%$31.6M$33.9M+$2.3M2026-11-04
Maia Wealth LLC
INCREASED374,475312,109+62,366+20%$27.4M$33.6M+$6.2M2026-10-19
Lanark Financial, Inc.
DECREASED368,804378,953-10,149-3%$33.3M$33.1M-$198.6K2026-10-26
Hobbs Wealth Management, LLC
INCREASED368,653353,834+14,819+4%$31.1M$33.1M+$2.0M2026-10-20
VestGen Advisors, LLC
INCREASED368,423351,060+17,363+5%$30.9M$33.1M+$2.2M2026-10-27
Oarsman Capital, Inc.
INCREASED367,433291,664+75,769+26%$25.6M$33.0M+$7.3M2026-11-05
Truist Financial Corp
DECREASED364,729384,568-19,839-5%$33.8M$32.7M-$1.1M2026-10-30
Savant Capital, LLC
DECREASED364,564661,768-297,204-45%$54.6M$32.7M-$21.9M2026-11-06
Arete Wealth Advisors, LLC
DECREASED363,300391,035-27,735-7%$34.4M$32.7M-$1.7M2026-11-09
Evermay Wealth Management LLC
INCREASED361,836327,357+34,479+11%$28.8M$32.5M+$3.7M2026-11-05
Cornerstone Wealth Group, LLC
INCREASED360,616306,583+54,033+18%$26.9M$32.4M+$5.4M2026-11-02
Leslie Global Wealth, LLC
INCREASED360,024336,229+23,795+7%$29.5M$32.3M+$2.8M2026-10-26
Fifth Third Securities, Inc.
INCREASED358,806338,179+20,627+6%$29.7M$32.2M+$2.5M2026-10-21
Belpointe Asset Management LLC
INCREASED358,317273,983+84,334+31%$24.1M$32.2M+$8.1M2026-11-09
Nottingham Advisors, Inc.
INCREASED350,094293,740+56,354+19%$31.0M$31.6M+$523.8K2026-10-29
Selective Wealth Management, Inc.
INCREASED349,238248,874+100,364+40%$21.8M$31.7M+$10.0M2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED346,814345,568+1,246+0%$30.4M$31.1M+$776.0K2026-10-23
Arcadia Wealth Management, LLC
INCREASED345,635218,104+127,531+58%$19.2M$31.0M+$11.9M2026-10-22
Global View Capital Management LLC
DECREASED345,610346,778-1,1680%$30.5M$31.0M+$547.1K2026-10-28
Harbor Capital Advisors, Inc.
INCREASED339,104311,951+27,153+9%$27.4M$30.4K-$27.4M2026-10-22
AdvisorShares Investments LLC
NEW337,575—+337,575——$30.3M—2026-11-09
Novem Group
INCREASED332,952321,777+11,175+3%$28.3M$29.9M+$1.6M2026-10-19
Segment Wealth Management, LLC
INCREASED324,874321,618+3,256+1%$28.3M$29.2M+$896.9K2026-10-26
Newport Capital Group, LLC
INCREASED324,5365,890+318,646+5410%$517.6K$29.3M+$28.7M2026-10-16
Mueller Wealth, LLC
INCREASED322,835309,978+12,857+4%$27.2M$29.0M+$1.7M2026-11-05
Clarus Group, Inc.
INCREASED321,474285,013+36,461+13%$25.0M$28.9M+$3.8M2026-10-21
Wealth Advisory Solutions, LLC
DECREASED319,984328,030-8,046-2%$28.8M$28.7M-$105.5K2026-10-20
Cornerstone Advisors Asset Management, LLC
DECREASED317,610319,169-1,5590%$28.0M$28.5M+$460.1K2026-11-06
US Bancorp \de\
INCREASED316,646290,908+25,738+9%$25.6M$28.4M+$2.9M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED315,606367,274-51,668-14%$32.3M$28.3M-$3.9M2026-10-14
Atlas Private Wealth Advisors
INCREASED311,692300,403+11,289+4%$26.4M$28.0M+$1.6M2026-10-23
McMill Wealth Management
INCREASED310,5659,521+301,044+3162%$1.0M$27.9M+$26.8M2026-11-05
Steele Capital Management, Inc.
DECREASED309,688311,237-1,5490%$27.4M$27.8M+$446.1K2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
INCREASED307,898284,987+22,911+8%$25.0M$27.6M+$2.6M2026-10-28
AlphaCore Capital LLC
INCREASED304,963300,169+4,794+2%$26.4M$27.4M+$994.6K2026-11-04
PNC Financial Services Group, Inc.
DECREASED302,623308,279-5,656-2%$27.1M$27.2M+$71.9K2026-11-06
Goodman Advisory Group, LLC
INCREASED302,514299,157+3,357+1%$26.3M$27.2M+$863.7K2026-11-02
Kagan Cocozza Asset Management
INCREASED302,139286,656+15,483+5%$25.2M$27.1M+$1.9M2026-10-19
DDD Partners, LLC
DECREASED297,270297,704-4340%$26.2M$26.7M+$520.7K2026-11-02
Strategic Blueprint, LLC
INCREASED293,827269,316+24,511+9%$23.7M$26.4M+$2.7M2026-10-22
National Wealth Management Group, LLC
INCREASED293,715258,146+35,569+14%$22.7M$26.4M+$3.7M2026-10-26
Advisor OS, LLC
INCREASED292,737268,913+23,824+9%$23.6M$26.3M+$2.6M2026-11-03
RFG Advisory, LLC
DECREASED291,268297,430-6,162-2%$26.1M$26.1M+$6.1K2026-11-03
Retirement Financial Solutions, LLC
INCREASED288,947282,726+6,221+2%$24.8M$25.9M+$1.1M2026-10-20
Clarity Asset Management, Inc.
INCREASED288,772287,736+1,036+0%$25.3M$25.9M+$633.9K2026-10-14
Lincoln Capital Corp
INCREASED287,826263,570+24,256+9%$23.2M$25.8M+$2.7M2026-10-13
Arrien Investments, Inc.
DECREASED286,840287,849-1,0090%$25.3M$25.7M+$450.6K2026-10-30
Accelerate Investment Advisors LLC
INCREASED284,820273,416+11,404+4%$24.0M$25.6M+$1.5M2026-11-02
Investors Research Corp
INCREASED284,296260,841+23,455+9%$22.9M$25.5M+$2.6M2026-10-07
Merkkuri Wealth Advisors LLC
INCREASED281,928277,647+4,281+2%$24.4M$25.3M+$906.3K2026-11-03
AdvisorNet Financial, Inc
INCREASED280,161264,545+15,616+6%$23.2M$25.4M+$2.1M2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED279,250317,264-38,014-12%$27.9M$25.1M-$2.8M2026-10-26
Archer Investment Corp
INCREASED275,812243,694+32,118+13%$21.4M$24.8M+$3.3M2026-11-05
Focus Financial Network, Inc.
DECREASED275,757278,605-2,848-1%$24.5M$24.8M+$268.2K2026-10-14
Daviman Financial, LLC
DECREASED273,254288,218-14,964-5%$25.3M$24.5M-$801.3K2026-11-06
B.O.S.S. Retirement Advisors, LLC
DECREASED272,978287,662-14,684-5%$25.3M$24.5M-$777.3K2026-10-26
Beacon Capital Management, Inc.
DECREASED270,249271,334-1,0850%$23.8M$24.3M+$412.8K2026-10-13
S. R. Schill & Associates
DECREASED270,066272,899-2,833-1%$24.0M$24.2M+$258.8K2026-10-20
Kellett Wealth Advisors, LLC
NEW268,562—+268,562——$24.1M—2026-10-15
Buttonwood Financial Group, LLC
DECREASED260,859261,338-4790%$23.0M$23.9M+$959.7K2026-10-16
Bay Capital Advisors, LLC
INCREASED253,276246,194+7,082+3%$21.6M$22.7M+$1.1M2026-10-16
Lloyd Advisory Services, Llc.
INCREASED252,741247,604+5,137+2%$21.8M$22.7M+$926.6K2026-11-02
Atria Investments, Inc
INCREASED252,731226,533+26,198+12%$19.9M$22.7M+$2.8M2026-10-15
Souders Financial Advisors
DECREASED250,622258,192-7,570-3%$22.7M$22.5M-$194.1K2026-11-03
Sowell Financial Services LLC
INCREASED250,061216,943+33,118+15%$19.1M$22.4M+$3.4M2026-10-23
Richmond Investment Services, LLC
INCREASED247,566246,875+691+0%$21.7M$22.2M+$526.1K2026-10-29
Capital Advantage, Inc.
DECREASED246,961247,625-6640%$21.8M$22.2M+$405.9K2026-10-14
Blue Water Asset Management
INCREASED246,627246,155+472+0%$21.6M$22.1M+$505.1K2026-11-04
Valtinson Bruner Financial Planning LLC
INCREASED246,238231,448+14,790+6%$20.3M$22.1M+$1.8M2026-11-02
Chicago Partners Investment Group LLC
INCREASED244,844242,539+2,305+1%$21.1M$21.9M+$822.3K2026-10-27
Luken Investment Analytics, LLC
INCREASED242,853240,226+2,627+1%$21.1M$21.8M+$687.4K2026-11-06
Westwind Capital
DECREASED240,135247,379-7,244-3%$21.7K$21.6K-$1852026-10-08
Ferguson Shapiro LLC
INCREASED239,675231,595+8,080+3%$20.4M$21.5M+$1.2M2026-10-16
Balefire, LLC
INCREASED239,532177,210+62,322+35%$15.6M$21.5M+$5.9M2026-10-09
MKT Advisors LLC
INCREASED238,633222,277+16,356+7%$19.6M$21.7M+$2.2M2026-10-20
CoreCap Advisors, LLC
INCREASED236,247226,195+10,052+4%$19.9M$21.2M+$1.3M2026-10-08
Mach-1 Financial Group, LLC
INCREASED234,6338,111+226,522+2793%$712.8K$21.1M+$20.3M2026-11-06
Legacy Solutions, LLC
DECREASED230,851231,860-1,0090%$20.4M$20.7M+$345.3K2026-10-07
Curtis Advisory Group, LLC
INCREASED230,104203,168+26,936+13%$17.9M$20.7M+$2.8M2026-10-28
Spectrum Advisors, Inc.
DECREASED225,935349,239-123,304-35%$30.7M$20.3M-$10.4M2026-11-03
Cordoba Advisory Partners LLC
INCREASED224,784120,183+104,601+87%$10.6M$20.2M+$9.6M2026-10-19
Asset One Wealth Management LLC
INCREASED223,98211,969+212,013+1771%$1.1M$20.1M+$19.0M2026-11-02
Citizens Financial Group Inc
INCREASED220,242198,111+22,131+11%$17.4M$19.8M+$2.4M2026-10-23
Fortitude Financial, LLC
INCREASED215,070188,087+26,983+14%$16.5M$19.3M+$2.8M2026-10-19
Windsor Capital Management, LLC
DECREASED214,497222,838-8,341-4%$19.6M$19.3M-$329.9K2026-10-13
Forthright Family Wealth Advisory LLC
INCREASED210,488210,002+486+0%$18.5M$18.9M+$438.4K2026-11-03
FFG Retirement Advisors LLC
INCREASED208,062115,034+93,028+81%$10.1M$18.7M+$8.6M2026-10-20
NovaPoint Capital, LLC
INCREASED207,279204,030+3,249+2%$17.9M$18.6M+$675.2K2026-10-22
Abound Wealth Management
INCREASED207,115120,207+86,908+72%$10.6M$18.6M+$8.0M2026-10-26
Omni 360 Wealth, Inc.
INCREASED205,560198,077+7,483+4%$17.4M$18.5M+$1.0M2026-10-13
Tidemark, LLC
INCREASED200,146196,696+3,450+2%$17.3M$18.0M+$679.4K2026-11-09
Valmark Advisers, Inc.
INCREASED199,798185,101+14,697+8%$16.3M$17.9M+$1.7M2026-11-06
Integrity Advisory Solutions, LLC
INCREASED199,576183,088+16,488+9%$16.1M$17.9M+$1.8M2026-10-29
Tortoise Investment Management, LLC
INCREASED199,241190,204+9,037+5%$16.7M$17.9M+$1.2M2026-11-06
Independent Wealth Network Inc.
DECREASED192,783196,308-3,525-2%$17.3M$17.3M+$52.6K2026-10-19
NBZ Investment Advisors LLC
DECREASED192,780394,763-201,983-51%$34.7M$17.3M-$17.4M2026-10-30
Legacy Advisory Services, LLC
DECREASED191,471242,446-50,975-21%$21.3M$17.2M-$4.1M2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED188,516196,397-7,881-4%$17.3M$16.9M-$338.1K2026-10-15
Jnba Financial Advisors
INCREASED188,389162,121+26,268+16%$14.2M$16.9M+$2.7M2026-11-03
SkyOak Wealth, LLC
DECREASED187,951189,822-1,871-1%$16.7M$16.9M+$188.9K2026-10-28
Paladin Wealth, LLC
INCREASED186,293174,264+12,029+7%$15.3M$16.7M+$1.4M2026-10-23
Stone Summit Wealth LLC
INCREASED186,269162,191+24,078+15%$14.3M$16.7M+$2.5M2026-10-14
SeedSafe Financial LLC
INCREASED186,143172,714+13,429+8%$15.2M$16.7M+$1.5M2026-11-02
Smart Wealth LLC
INCREASED185,92244,687+141,235+316%$3.9M$16.7M+$12.8M2026-11-04
Meridian Wealth Management, LLC
INCREASED182,424174,804+7,620+4%$15.4M$16.4M+$1.0M2026-11-05
Spectrum Planning & Advisory Services Inc.
INCREASED182,052177,442+4,610+3%$15.6M$16.3M+$747.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED181,761165,902+15,859+10%$14.6M$16.3M+$1.7M2026-10-23
Sheets Smith Wealth Management
DECREASED178,266181,706-3,440-2%$16.0M$16.0M+$32.8K2026-10-16
Moulton Wealth Management, Inc
DECREASED177,700207,915-30,215-15%$18.3M$16.0M-$2.3M2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED176,974177,517-5430%$15.6M$15.9M+$285.0K2026-11-04
Money Concepts Capital Corp
INCREASED176,740146,258+30,482+21%$12.9M$15.9M+$3.0M2026-11-06
GenWealth Group, Inc.
INCREASED176,567170,111+6,456+4%$14.9M$15.8M+$899.3K2026-10-16
Rational Advisors, Inc.
INCREASED175,632173,941+1,691+1%$15.3M$15.8M+$478.8K2026-11-02
Lord & Richards Wealth Management, LLC
DECREASED174,743209,830-35,087-17%$18.4M$15.7M-$2.8M2026-10-14
Financial Futures Ltd Liability Co.
INCREASED173,612171,527+2,085+1%$15.1M$15.6M+$509.6K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED173,334168,853+4,481+3%$14.8M$15.6M+$719.7K2026-10-27
Cutler Investment Counsel LLC
INCREASED172,632157,363+15,269+10%$13.8M$15.5M+$1.7M2026-10-28
Evolution Wealth Management Inc.
INCREASED171,804134,440+37,364+28%$11.8M$15.4M+$3.6M2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED168,17868,838+99,340+144%$6.0M$15.1M+$9.0M2026-10-08
Towercrest Capital Management
DECREASED166,663173,788-7,125-4%$15.3M$15.0M-$312.7K2026-10-23
Wise Wealth Partners
INCREASED165,293155,711+9,582+6%$13.7M$14.8M+$1.2M2026-10-14
United Asset Strategies, Inc.
DECREASED165,256175,724-10,468-6%$15.4M$14.8M-$609.2K2026-10-28
Davenport & Co LLC
INCREASED164,392158,414+5,978+4%$13.9M$14.8M+$834.4K2026-10-14
Perennial Advisors, LLC
INCREASED164,103140,225+23,878+17%$12.3M$14.7M+$2.4M2026-10-13
Arwa LLC
DECREASED163,053178,654-15,601-9%$15.8M$14.9M-$860.1K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED157,380150,263+7,117+5%$13.2M$14.1M+$921.3K2026-10-21
Rainier Family Wealth Inc
INCREASED157,214155,238+1,976+1%$13.6M$14.1M+$469.3K2026-11-02
Avestar Capital, LLC
NEW155,470—+155,470——$14.0M—2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED155,273159,494-4,221-3%$14.0M$13.9M-$79.0K2026-10-29
Montag A & Associates Inc
NEW155,123—+155,123——$13.9M—2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED154,289150,877+3,412+2%$13.3M$13.8M+$589.9K2026-10-14
Schwallier Wealth Management LLC
INCREASED154,110125,145+28,965+23%$11.0M$13.8M+$2.8M2026-11-05
TrueWealth Advisors, LLC
INCREASED153,12525,786+127,339+494%$2.3M$13.7M+$11.5M2026-10-09
WealthPoint Financial, LLC
INCREASED153,003150,414+2,589+2%$13.2M$13.7M+$515.2K2026-11-03
Pine Valley Investments Ltd Liability Co
INCREASED152,994147,160+5,834+4%$12.9M$13.7M+$800.4K2026-11-09
JBR Co Financial Management Inc
DECREASED150,515159,875-9,360-6%$14.0M$13.2M-$839.1K2026-10-13
Ridgeline Wealth, LLC
DECREASED149,455150,016-5610%$13.2M$13.7M+$499.2K2026-10-14
Marathon Strategic Advisors, LLC
DECREASED148,884153,363-4,479-3%$13.5M$13.4M-$113.7K2026-10-20
ATX Financial Planning, LLC
INCREASED148,74695,848+52,898+55%$8.4M$13.4M+$4.9M2026-10-14
Arvest Investments, Inc.
INCREASED148,509124,408+24,101+19%$10.9M$13.3M+$2.4M2026-10-21
Clarity Retirement & Wealth, LLC
INCREASED148,022147,034+988+1%$12.9M$13.3M+$365.1K2026-11-04
Financial Security Advisor, Inc.
INCREASED147,97987,337+60,642+69%$7.7M$13.3M+$5.6M2026-11-03
BIP Wealth, LLC
INCREASED146,626139,300+7,326+5%$12.2M$13.2M+$919.5K2026-10-22
One Degree Advisors Inc
INCREASED144,625144,457+168+0%$12.7M$13.3M+$586.0K2026-11-06
Sutton Place Investors LLC
INCREASED142,546139,693+2,853+2%$12.3M$12.8M+$518.7K2026-10-20
Theory Financial LLC
DECREASED136,315139,379-3,064-2%$12.2M$12.2M-$13.1K2026-11-09
Venture Visionary Partners LLC
DECREASED134,517135,710-1,193-1%$11.9M$12.1M+$148.0K2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED133,799121,857+11,942+10%$10.7M$12.0M+$1.3M2026-10-20
Naples Global Advisors, LLC
INCREASED132,774131,558+1,216+1%$11.6M$11.9M+$356.4K2026-11-05
Worth Asset Management, LLC
INCREASED132,211113,145+19,066+17%$9.9M$11.9M+$1.9M2026-10-07
Alliance Wealth Management Group
DECREASED130,930138,155-7,225-5%$12.1M$11.8M-$388.8K2026-10-29
XY Planning Network, Inc.
INCREASED130,578120,473+10,105+8%$10.6M$11.7M+$1.1M2026-10-14
Strategic Advisors LLC
DECREASED127,547129,607-2,060-2%$11.4M$11.4M+$58.7K2026-10-13
Apeiron RIA LLC
INCREASED127,546103,448+24,098+23%$9.1M$11.5M+$2.4M2026-10-08
Parallel Advisors, LLC
INCREASED127,145100,977+26,168+26%$8.9M$11.4M+$2.5M2026-11-03
ARQ Wealth Advisors, LLC
INCREASED125,841121,370+4,471+4%$10.7M$11.3M+$618.6K2026-10-29
Tempus Wealth Planning, LLC
INCREASED125,350100,050+25,300+25%$8.8M$11.3M+$2.5M2026-10-14
Tower View Wealth Management LLC
DECREASED123,799127,446-3,647-3%$11.2M$11.1M-$87.8K2026-10-23
Cooper Capital Advisors LLC
INCREASED123,404119,650+3,754+3%$10.5M$11.1M+$561.9K2026-10-29
MMA Asset Management LLC
INCREASED121,257111,749+9,508+9%$9.8M$10.9M+$1.1M2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED119,853119,868-150%$10.6M$10.9M+$310.3K2026-10-13
Trademark Financial Management, LLC
INCREASED119,726113,887+5,839+5%$10.0M$10.7M+$738.2K2026-10-23
Clarus Wealth Advisors
INCREASED118,589116,667+1,922+2%$10.2M$10.9M+$633.4K2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
DECREASED118,265139,469-21,204-15%$12.3M$10.6M-$1.6M2026-10-22
Cobblestone Asset Management LLC
INCREASED118,242116,376+1,866+2%$10.2M$10.6M+$386.3K2026-10-13
River Street Advisors LLC
DECREASED117,437118,387-950-1%$10.4M$10.5M+$137.3K2026-10-22
Condor Capital Management
INCREASED117,24873,147+44,101+60%$6.4M$10.5M+$4.1M2026-11-06
Flynn Zito Capital Management, LLC
DECREASED116,810120,886-4,076-3%$10.6M$10.5M-$138.5K2026-11-04
StoneCrest Wealth Management, Inc.
DECREASED116,730117,314-5840%$10.3M$10.5M+$168.1K2026-11-03
6th Street Advisors, LLC
INCREASED116,046115,973+73+0%$10.2M$10.4M+$224.6K2026-10-14
Independence Wealth Advisors, LLC
INCREASED115,538113,481+2,057+2%$10.0M$10.4M+$398.0K2026-10-29
Bull Oak Capital, LLC
DECREASED113,705115,774-2,069-2%$10.2M$10.2M+$32.0K2026-10-23
Elevated Capital Advisors, LLC
INCREASED113,205111,996+1,209+1%$9.8M$10.2M+$319.0K2026-11-04
Silver OAK Securities, Incorporated
INCREASED111,78564,617+47,168+73%$5.7M$9.7M+$4.0M2026-11-09
Convergence Financial, LLC
DECREASED111,719201,965-90,246-45%$17.7M$10.0M-$7.7M2026-10-27
Evergreen Capital Management LLC
INCREASED111,116108,344+2,772+3%$9.5M$10.0M+$452.6K2026-10-23
Crestwood Advisors Group, LLC
DECREASED110,444118,234-7,790-7%$10.4M$9.9M-$476.9K2026-10-27
Financial Guidance Group, Inc.
INCREASED109,95095,230+14,720+15%$8.4M$9.9M+$1.5M2026-10-21
ERn Financial, LLC
INCREASED109,764108,169+1,595+1%$9.5M$9.9M+$346.6K2026-10-28
Morling Financial Advisors, LLC
INCREASED109,460108,424+1,036+1%$9.5M$9.8M+$296.8K2026-10-28
Lighthouse Financial Services Inc
INCREASED109,366104,481+4,885+5%$9.2M$9.8M+$646.3K2026-11-02
Trinity Wealth Management, LLC
INCREASED108,686102,436+6,250+6%$9.0M$9.8M+$753.6K2026-10-13
Firethorn Wealth Partners, LLC
INCREASED107,813103,875+3,938+4%$9.1M$9.7M+$548.8K2026-10-14
WealthPLAN Partners, LLC
INCREASED106,946106,502+444+0%$9.4M$9.6M+$240.1K2026-10-15
E&G Advisors, LLC
INCREASED106,891105,138+1,753+2%$9.2M$9.6M+$355.0K2026-10-13
First Security Investment Management, Inc.
NEW105,303—+105,303——$9.5M—2026-11-05
Imc-Chicago, LLC
NEW104,551—+104,551——$9.4M—2026-11-05
Compass Wealth Management LLC
INCREASED104,21895,428+8,790+9%$8.4M$9.4M+$968.3K2026-10-22
Clearview Wealth Management LLC
INCREASED103,11872,958+30,160+41%$6.4M$9.4M+$3.0M2026-10-16
Guardian Asset Advisors, LLC
DECREASED102,114128,758-26,644-21%$11.3M$9.2M-$2.2M2026-10-16
Fortis Group Advisors, LLC
INCREASED101,99192,720+9,271+10%$8.1M$9.1M+$924.0K2026-11-06
Values Added Financial LLC
INCREASED101,605100,964+641+1%$8.9M$9.1M+$247.3K2026-10-28
Wealth Management Resources, Inc.
INCREASED101,27399,508+1,765+2%$8.7M$9.1M+$345.5K2026-10-21
Advisors Preferred, LLC
UNCHANGED100,005100,00500%$8.8M$9.1M+$293.0K2026-11-09
Alaska Wealth Advisors, LLC
INCREASED98,85382,873+15,980+19%$7.3M$8.9M+$1.6M2026-11-09
Apollon Financial, LLC
INCREASED98,35896,546+1,812+2%$8.5M$8.8M+$344.1K2026-10-23
Tandem Investment Partners LLC
INCREASED98,12096,466+1,654+2%$8.5M$8.8M+$329.8K2026-10-16
Nations Financial Group Inc,
INCREASED97,78597,784+10%$8.6M$8.8M+$183.9K2026-11-05
BlueChip Wealth Advisors LLC
INCREASED97,24777,003+20,244+26%$6.8M$8.7M+$2.0M2026-11-03
Wealthcare Capital Management LLC
DECREASED96,831106,384-9,553-9%$9.3M$8.7M-$657.5K2026-10-21
Brown Miller Wealth Management, LLC
INCREASED96,68387,619+9,064+10%$7.7M$8.7M+$978.4K2026-11-02
Aspire Private Capital, LLC
INCREASED95,82493,845+1,979+2%$8.2M$8.6M+$354.0K2026-11-05
Encompass More Asset Management
DECREASED94,819258,674-163,855-63%$22.7M$8.5M-$14.2M2026-10-16
Absolute Capital Management, LLC
DECREASED94,585108,983-14,398-13%$9.6M$8.5M-$1.1M2026-10-16
Kroeger Financial Partners
DECREASED94,16694,948-782-1%$8.3M$8.5M+$108.3K2026-10-19
Vestia Personal Wealth Advisors
INCREASED93,84091,970+1,870+2%$470.2K$479.9K+$9.6K2026-10-20
Turning Point Benefit Group, Inc.
DECREASED93,15498,369-5,215-5%$8.6M$8.4M-$261.6K2026-10-28
Nvwm, LLC
INCREASED92,55379,364+13,189+17%$7.0M$8.3M+$1.3M2026-10-14
Range Financial Group LLC
DECREASED92,18894,410-2,222-2%$8.3M$8.3M-$21.9K2026-10-21
Kanawha Capital Management LLC
INCREASED91,68784,787+6,900+8%$7.5M$8.2M+$778.8K2026-10-19
Boothe Investment Group, Inc.
INCREASED90,35388,218+2,135+2%$7.8M$8.1M+$357.5K2026-10-22
Beacon Financial Advisory LLC
INCREASED89,70880,329+9,379+12%$7.1M$8.1M+$992.9K2026-10-16
Shepherd Financial Partners LLC
INCREASED88,98188,978+30%$7.8M$8.0M+$167.5K2026-11-03
Aldebaran Financial Inc.
INCREASED88,06279,686+8,376+11%$7.0M$7.9M+$901.6K2026-11-06
FWG Investments, Llc.
INCREASED87,67470,678+16,996+24%$6.2M$7.9M+$1.7M2026-11-03
Golden State Wealth Management, LLC
INCREASED86,12180,364+5,757+7%$7.1M$7.7M+$667.8K2026-11-02
Capital Asset Advisory Services LLC
DECREASED85,08289,126-4,044-5%$7.8M$7.7M-$181.0K2026-10-30
Etesian Wealth Advisors, Inc.
INCREASED84,96782,399+2,568+3%$7.2M$7.6M+$385.4K2026-10-27
Midwest Heritage Bank, FSB
DECREASED84,80386,249-1,446-2%$7.6M$7.6M+$32.3K2026-10-26
Integrated Wealth Management
DECREASED83,78091,906-8,126-9%$8.1M$7.5M-$556.6K2026-10-19
Titleist Asset Management, LLC
INCREASED83,33651,517+31,819+62%$4.5M$7.5M+$3.0M2026-10-08
Roan Capital Partners
INCREASED83,10374,351+8,752+12%$6.5M$7.5M+$925.4K2026-10-09
Old Republic International Corp
NEW81,730—+81,730——$7.3K—2026-10-26
Cassilly Financial Group LLC
INCREASED81,25177,920+3,331+4%$6.8M$7.3M+$445.5K2026-10-07
Richardson Financial Services Inc.
DECREASED80,84993,773-12,924-14%$8.2M$7.3M-$983.8K2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED79,95981,802-1,843-2%$7.2M$7.2M-$54.3K2026-10-28
Heritage Family Offices, LLP
INCREASED79,56668,319+11,247+16%$6.0M$7.1M+$1.1M2026-11-02
Howard Bailey Securities, LLC
DECREASED79,26487,972-8,708-10%$7.7M$7.1M-$616.2K2026-10-27
Meridian Financial Advisors, LLC
INCREASED78,81377,729+1,084+1%$6.8M$7.1M+$243.4K2026-10-14
Basso Capital Management, L.P.
INCREASED78,39877,516+882+1%$6.8M$7.0M+$224.9K2026-10-30
Heritage OAK Wealth Advisors LLC
NEW78,204—+78,204——$7.0M—2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED78,02276,080+1,942+3%$6.7M$7.0M+$317.3K2026-10-13
Integrity Wealth Advisors, Inc.
NEW77,660—+77,660——$7.0M—2026-10-29
Horizon Wealth Management, LLC
INCREASED77,63077,591+39+0%$6.8M$7.0M+$149.4K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED76,95144,621+32,330+72%$3.9M$6.9M+$3.0M2026-11-04
Axxcess Wealth Management, LLC
DECREASED76,708160,282-83,574-52%$14.1M$6.9M-$7.2M2026-10-21
Nwam LLC
DECREASED76,32089,885-13,565-15%$7.9M$6.9M-$1.0M2026-11-09
Uniting Wealth Partners, LLC
DECREASED76,01677,471-1,455-2%$6.8M$6.8M+$15.1K2026-11-06
Mlp3, LLC
INCREASED74,91167,644+7,267+11%$5.9M$6.7M+$779.5K2026-10-22
IMG Wealth Management, Inc.
INCREASED74,72659,209+15,517+26%$5.2M$6.7M+$1.5M2026-10-27
TD Waterhouse Canada Inc.
INCREASED74,70012,075+62,625+519%$1.1M$6.7M+$5.7M2026-10-16
Truefg, LLC
INCREASED74,05673,621+435+1%$6.5M$6.6M+$177.5K2026-10-15
Midwest Trust Co
INCREASED73,47073,211+259+0%$6.4M$6.6M+$160.9K2026-10-22
Blue Capital, Inc.
INCREASED73,25472,895+359+0%$6.4M$6.6M+$169.3K2026-10-13
Old Second National Bank of Aurora
DECREASED72,76373,470-707-1%$6.5M$6.5M+$74.7K2026-10-22
Trek Financial, LLC
INCREASED72,59449,271+23,323+47%$4.3M$6.5M+$2.2M2026-10-29
J.W. Cole Advisors, Inc.
DECREASED72,56073,087-527-1%$6.4M$6.5M+$90.1K2026-11-05
MN Wealth Advisors, LLC
INCREASED72,28967,588+4,701+7%$5.9M$6.5M+$549.0K2026-10-23
HBK Sorce Advisory LLC
INCREASED71,66570,282+1,383+2%$6.4M$6.2M-$183.6K2026-11-06
Harbor Group, Inc.
INCREASED71,17654,102+17,074+32%$4.8M$6.4M+$1.6M2026-10-14
Meitav Investment House LTD
DECREASED70,92687,742-16,816-19%$7.7M$6.4M-$1.3M2026-10-28
Capital Investment Advisory Services, LLC
INCREASED70,78868,616+2,172+3%$6.0M$6.4M+$335.2K2026-10-30
Carroll Advisory Group, LLC
DECREASED70,50971,069-560-1%$6.2M$6.3M+$83.4K2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED69,47769,872-395-1%$6.1M$6.2M+$95.9K2026-10-15
Parcion Private Wealth LLC
DECREASED67,50868,621-1,113-2%$6.0M$6.1M+$29.1K2026-10-28
Cushing Capital Partners, LLC
DECREASED67,37867,839-461-1%$6.0M$6.0M+$86.2K2026-10-20
Fortis Capital Advisors, LLC
INCREASED67,3776,854+60,523+883%$602.4K$6.0M+$5.4M2026-11-09
Hengehold Capital Management LLC
INCREASED67,03966,654+385+1%$5.9M$6.0M+$159.9K2026-10-16
Armstrong Advisory Group, Inc
DECREASED66,72866,850-1220%$5.9M$6.0M+$114.8K2026-10-09
Insight Advisors, LLC/ PA
INCREASED66,62546,057+20,568+45%$4.0M$6.0M+$1.9M2026-10-22
Downshift Financial, LLC
INCREASED66,39365,506+887+1%$5.8M$6.0M+$202.8K2026-10-13
Transcendent Capital Group LLC
DECREASED66,38274,203-7,821-11%$6.5M$6.0M-$562.5K2026-10-28
Perigon Wealth Management, LLC
DECREASED65,95367,093-1,140-2%$5.9M$5.9M+$23.8K2026-10-22
Argent Trust Co
INCREASED65,4563,821+61,635+1613%$335.8K$5.9M+$5.5M2026-11-09
Vestment Financial LLC
DECREASED65,13465,392-2580%$5.8M$5.8M+$50.8K2026-10-13
Parkway Wealth Management Group, LLC
INCREASED64,99359,711+5,282+9%$5.2M$5.8M+$586.4K2026-10-20
Creative Financial Designs Inc
INCREASED64,36951,899+12,470+24%$4.6M$5.8M+$1.2M2026-11-04
HWG Holdings LP
INCREASED63,59243,989+19,603+45%$3.9M$5.7M+$1.8M2026-10-08
Asempa Wealth Advisors
INCREASED63,56058,066+5,494+9%$5.1M$5.7M+$612.4K2026-10-07
Semitam Bonam LLC
INCREASED63,01154,270+8,741+16%$4.8M$5.7M+$886.6K2026-10-27
Diversify Wealth Management, LLC
DECREASED62,57868,442-5,864-9%$6.0M$5.7M-$269.2K2026-10-20
Diversify Advisory Services, LLC
DECREASED62,57868,442-5,864-9%$6.0M$5.7M-$269.2K2026-10-20
Bestgate Wealth Advisors, LLC
INCREASED62,09853,698+8,400+16%$4.7M$5.6M+$855.0K2026-10-13
Aureum Wealth Management, LLC
DECREASED61,99462,044-500%$5.5M$5.6M+$112.2K2026-10-15
High Probability Advisors, LLC
INCREASED61,97158,738+3,233+6%$5.2M$5.6M+$400.6K2026-10-19
Lunt Capital Management, Inc.
INCREASED61,29758,616+2,681+5%$5.2M$5.5M+$350.8K2026-10-30
Latitude Advisors, LLC
INCREASED61,06360,659+404+1%$5.3M$5.5M+$150.3K2026-10-27
Fonville Wealth Management LLC
INCREASED60,48458,952+1,532+3%$5.2M$5.4M+$248.3K2026-10-28
Rossby Financial, LCC
DECREASED60,16262,179-2,017-3%$5.5M$5.4M-$64.2K2026-11-05
Beaumont Financial Advisors, LLC
DECREASED60,03160,302-2710%$5.3M$5.4M+$89.0K2026-10-22
Commonwealth Financial Services, LLC
DECREASED59,90493,698-33,794-36%$8.2M$5.4M-$2.9M2026-10-20
YHB Investment Advisors, Inc.
INCREASED59,01355,978+3,035+5%$4.9M$5.3M+$377.7K2026-10-08
SAX Wealth Advisors, LLC
INCREASED58,34113,956+44,385+318%$1.1M$5.2M+$4.2M2026-10-13
Legacy Capital Group California, Inc.
DECREASED58,33459,104-770-1%$5.2M$5.2M+$42.0K2026-11-09
Portside Wealth Group, LLC
DECREASED58,12264,985-6,863-11%$5.7M$5.2M-$493.9K2026-10-20
Sunpointe, LLC
INCREASED57,89755,930+1,967+4%$4.9M$5.2M+$281.7K2026-10-22
Shuttleworth & Co
DECREASED57,84058,247-407-1%$5.1M$5.2M+$73.0K2026-10-30
New Jersey Better Educational Savings Trust
UNCHANGED57,42757,42700%$5.0M$5.2M+$108.0K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED56,95756,097+860+2%$4.9M$5.1M+$182.7K2026-10-06
Kingsbury Capital Investment Advisors LLC
DECREASED56,54161,881-5,340-9%$5.4M$5.1M-$363.0K2026-10-20
Bluesphere Advisors LLC
DECREASED56,40156,776-375-1%$5.0M$5.1M+$73.1K2026-10-19
Wedbush Securities Inc
INCREASED56,02652,331+3,695+7%$4.6M$5.0K-$4.6M2026-10-22
Courier Capital LLC
DECREASED56,00758,972-2,965-5%$5.2M$5.0M-$155.3K2026-10-19
Mather Group, Llc.
INCREASED55,88953,049+2,840+5%$4.7M$5.0M+$354.7K2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED55,08455,381-297-1%$4.9M$4.9M+$77.4K2026-10-29
Bison Wealth, LLC
DECREASED54,908101,837-46,929-46%$9.0M$5.0M-$4.0M2026-10-13
Triad Wealth Partners, LLC
DECREASED54,82363,466-8,643-14%$5.7M$4.9M-$739.6K2026-10-26
Tilson Financial Group, Inc.
DECREASED54,30576,306-22,001-29%$6.7M$4.9M-$1.8M2026-11-09
Beacon Financial Group
INCREASED54,17453,773+401+1%$4.7M$4.9M+$137.1K2026-10-19
Certuity, LLC
INCREASED53,96153,927+34+0%$4.7M$4.8M+$104.4K2026-11-02
Cap Partners, LLC
INCREASED53,83848,680+5,158+11%$4.3M$4.8M+$554.5K2026-10-19
HF Advisory Group, LLC
INCREASED53,77252,889+883+2%$4.6M$4.8M+$178.7K2026-10-09
McHugh Group, LLC
INCREASED53,49852,685+813+2%$4.6M$4.8M+$172.0K2026-10-19
ETF Store, Inc.
INCREASED53,33046,521+6,809+15%$4.1M$4.8M+$698.7K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED53,12050,372+2,748+5%$4.4M$4.8M+$341.4K2026-10-16
PKS Advisory Services, LLC
UNCHANGED53,03053,03000%$4.7M$4.7M$02026-10-26
Bessemer Group Inc
INCREASED53,0085,020+47,988+956%$441.0K$4.8K-$436.2K2026-11-09
Kestra Private Wealth Services, LLC
INCREASED52,81823,856+28,962+121%$2.1M$4.7M+$2.6M2026-11-06
Ethic Inc.
INCREASED52,71729,547+23,170+78%$2.6M$4.7M+$2.1M2026-11-03
Traynor Capital Management, Inc.
INCREASED52,66952,518+151+0%$4.6M$4.7M+$112.3K2026-10-29
Compass Financial Group, Inc.
DECREASED52,54653,133-587-1%$4.7M$4.7M+$47.2K2026-11-06
Modera Wealth Management, LLC
DECREASED52,44957,542-5,093-9%$5.1M$4.7M-$348.9K2026-10-28
Founders Financial Securities LLC
INCREASED52,43821,486+30,952+144%$1.9M$4.7M+$2.8M2026-10-28
Three Seasons Wealth, LLC
INCREASED52,0999,273+42,826+462%$814.9K$4.7M+$3.9M2026-11-03
Lebenthal Global Advisors, LLC
DECREASED51,82257,838-6,016-10%$5.1M$4.7M-$431.2K2026-10-28
MSH Capital Advisors LLC
INCREASED51,48649,713+1,773+4%$4.4M$4.6M+$252.6K2026-11-03
WIN Advisors, Inc
NEW51,358—+51,358——$4.6M—2026-11-06
Balentine LLC
UNCHANGED51,06751,06700%$4.5M$4.6M+$96.0K2026-11-03
Palatine Hill Wealth Management, LLC
INCREASED50,90850,893+15+0%$4.5M$4.6M+$97.0K2026-11-03
Phillip James Consulting Co.
INCREASED50,31549,913+402+1%$4.4M$4.5M+$129.9K2026-11-03
RDA Financial Network
DECREASED50,26450,563-299-1%$4.4M$4.5M+$68.2K2026-10-15
Facet Wealth, Inc.
INCREASED49,61837,653+11,965+32%$3.3M$4.5M+$1.1M2026-11-04
Catalyst Private Wealth, LLC
DECREASED49,46749,489-220%$4.3M$4.4M+$91.1K2026-10-13
International Private Wealth Advisors LLC
INCREASED49,02748,511+516+1%$4.3M$4.4M+$137.5K2026-11-05
Secure Asset Management, LLC
INCREASED48,53943,824+4,715+11%$3.9M$4.4M+$505.7K2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED48,47850,337-1,859-4%$4.4M$4.4M-$72.2K2026-11-03
Stevens Capital Partners
INCREASED47,93146,019+1,912+4%$4.0M$4.3M+$258.1K2026-10-29
Ascentis Independent Advisors
NEW46,843—+46,843——$4.2M—2026-11-03
Avantax Planning Partners, Inc.
DECREASED46,77047,320-550-1%$4.2M$4.2M+$39.5K2026-11-03
Compass Financial Management LLC
DECREASED45,66955,831-10,162-18%$5.0M$4.1M-$910.8K2026-10-30
ACT Advisors, Llc.
DECREASED45,56348,719-3,156-6%$4.3M$4.1M-$191.8K2026-10-15
Oppenheimer Asset Management Inc.
DECREASED45,44848,063-2,615-5%$4.2M$4.1M-$144.4K2026-10-27
Centennial Advisors, LLC
DECREASED45,44247,649-2,207-5%$4.2M$4.1M-$108.6K2026-10-21
Endurance Services Ltd
UNCHANGED45,20045,20000%$4.0M$4.1M+$85.0K2026-11-09
Fiscal Wisdom Wealth Management, LLC
INCREASED44,98743,783+1,204+3%$3.8M$4.0M+$190.4K2026-10-16
MBM Wealth Consultants, LLC
INCREASED44,93444,032+902+2%$3.9M$4.0M+$163.7K2026-10-20
Wagner Wealth Management, Corp
INCREASED44,49440,594+3,900+10%$3.6M$4.0M+$426.4K2026-10-20
Bluestem Financial Advisors, LLC
DECREASED43,96143,984-230%$3.9M$3.9M+$80.7K2026-10-20
First Nebraska Trust Co
INCREASED43,26927,660+15,609+56%$2.4M$3.9M+$1.5M2026-10-30
Vectors Research Management, LLC
DECREASED43,02947,187-4,158-9%$4.1M$3.9M-$284.5K2026-11-09
Laurel OAK Wealth Management, LLC
DECREASED42,94345,772-2,829-6%$4.0M$3.9M-$167.8K2026-10-19
Wright Wealth LLC
DECREASED42,94243,370-428-1%$3.8M$3.9M+$43.1K2026-10-29
Citigroup Inc
INCREASED42,89230,262+12,630+42%$2.7M$3.8M+$1.2M2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED42,64339,644+2,999+8%$3.5M$3.8M+$343.7K2026-10-19
Emergent Wealth Advisors, LLC
DECREASED42,36451,856-9,492-18%$4.6M$3.8M-$780.3K2026-10-09
New Wave Wealth Advisors LLC
DECREASED41,92255,242-13,320-24%$4.9M$3.8M-$1.0M2026-10-19
Oregon Pacific Wealth Management, LLC
DECREASED41,83348,632-6,799-14%$4.3M$3.8M-$518.8K2026-10-20
USAdvisors Wealth Management, LLC
INCREASED41,21338,911+2,302+6%$3.4M$3.7K-$3.4M2026-10-21
Corundum Group, Inc.
INCREASED40,96337,204+3,759+10%$3.3M$3.7M+$407.4K2026-10-28
Renasant Bank
DECREASED40,88941,962-1,073-3%$3.7M$3.7M-$17.4K2026-11-05
Centurion Wealth Management LLC
NEW40,841—+40,841——$3.7M—2026-10-13
Visionary Horizons, LLC
INCREASED40,7289,396+31,332+333%$825.8K$3.7M+$2.8M2026-10-22
Maple Capital Management, Inc.
DECREASED40,50043,108-2,608-6%$3.8M$3.6M-$153.1K2026-11-02
Triumph Capital Management
INCREASED40,44937,615+2,834+8%$3.3M$3.6M+$325.1K2026-10-14
RMR Wealth Builders
INCREASED40,40940,370+39+0%$3.5M$3.6M+$79.4K2026-10-22
Virtue Capital Management, LLC
NEW40,273—+40,273——$3.6M—2026-10-29
Novus Advisors, LLC
INCREASED40,03938,097+1,942+5%$3.3M$3.6M+$245.9K2026-11-09
JSF Financial, LLC
DECREASED39,88040,159-279-1%$3.5M$3.6M+$50.5K2026-10-22
Key Capital Management, Inc
INCREASED39,86433,523+6,341+19%$2.9M$3.6M+$632.2K2026-11-03
Certior Financial Group, LLC
DECREASED39,44042,418-2,978-7%$3.7M$3.5M-$187.6K2026-10-19
Annex Advisory Services, LLC
INCREASED39,27738,978+299+1%$3.4M$3.5M+$100.1K2026-10-16
Fermata Advisors, LLC
INCREASED38,90821,952+16,956+77%$1.9M$3.5M+$1.6M2026-10-13
Wealthfront Advisers LLC
INCREASED38,85533,910+4,945+15%$3.0M$3.5M+$507.6K2026-11-09
Private Advisory Group LLC
INCREASED38,79838,107+691+2%$3.3M$3.5M+$133.7K2026-11-06
Vivid Wealth Management, LLC
INCREASED38,45538,253+202+1%$3.4M$3.5M+$90.1K2026-10-27
Mezzasalma Advisors, LLC
INCREASED38,15626,880+11,276+42%$2.4M$3.4M+$1.1M2026-10-14
Atlantic Private Wealth, LLC
INCREASED38,064271+37,793+13946%$23.8K$3.4M+$3.4M2026-11-09
Apella Capital, LLC
DECREASED37,83742,839-5,002-12%$3.8M$3.5M-$309.2K2026-10-08
Private Trust Co NA
INCREASED37,56333,950+3,613+11%$3.0M$3.4M+$388.1K2026-10-20
Outlook Wealth Advisors, LLC
INCREASED37,25529,453+7,802+26%$2.6M$3.3M+$747.9K2026-10-28
Midwest Financial Network, LLC
INCREASED37,21832,724+4,494+14%$2.9M$3.3M+$464.9K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED37,09125,695+11,396+44%$2.3M$3.3M+$1.1M2026-10-19
Donaldson Capital Management, LLC
INCREASED36,51516,852+19,663+117%$1.5M$3.3M+$1.8M2026-11-09
Summit Financial Wealth Advisors, LLC
INCREASED36,42435,704+720+2%$3.1M$3.3M+$131.7K2026-10-15
IFC & Insurance Marketing, Inc.
DECREASED36,35236,487-1350%$3.2M$3.3M+$56.5K2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED36,13036,13000%$3.2K$3.2K+$682026-10-13
Alliance Wealth Advisors, LLC
DECREASED36,12738,656-2,529-7%$3.4M$3.2M-$154.3K2026-10-28
Investment Management Trust, LLC
INCREASED35,96229,147+6,815+23%$2.6M$3.2M+$666.5K2026-11-05
Elevation Wealth Management LLC
INCREASED35,92035,632+288+1%$3.1M$3.2M+$92.8K2026-11-02
Waterfront Wealth Inc.
DECREASED35,83737,202-1,365-4%$3.3M$3.2M-$64.9K2026-11-03
Fortitude Family Office, LLC
DECREASED35,68336,479-796-2%$3.2M$3.2M-$2.9K2026-10-14
Caliber Wealth Management, LLC / KS
INCREASED35,61633,292+2,324+7%$2.9M$3.2M+$271.2K2026-11-04
Park Place Capital Corp
DECREASED35,542211,738-176,196-83%$18.6M$3.2M-$15.4M2026-11-09
Cooper Financial Group
INCREASED35,36932,428+2,941+9%$2.8M$3.2M+$324.9K2026-10-07
Financial Planning Navigators Corp
INCREASED35,13131,899+3,232+10%$2.8M$3.2M+$350.1K2026-10-14
Connecticut Wealth Management, LLC
DECREASED35,00438,552-3,548-9%$3.4M$3.1M-$246.0K2026-10-13
Arista Wealth Management, LLC
DECREASED34,86435,309-445-1%$3.1M$3.1M+$26.4K2026-10-29
Wescott Financial Advisory Group, LLC
DECREASED34,77135,074-303-1%$3.1M$3.1M+$38.8K2026-11-09
StoneX Group Inc.
INCREASED34,76416,966+17,798+105%$1.5M$3.1M+$1.6M2026-11-03
Worth Financial Advisory Group, LLC
DECREASED34,58635,080-494-1%$3.1M$3.1M+$21.6K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED34,58110,459+24,122+231%$919.1K$3.1M+$2.2M2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED34,56634,56600%$3.0M$3.1M+$65.0K2026-10-27
Spectrum Strategic Capital Management, LLC
DECREASED33,86436,224-2,360-7%$3.2M$3.0M-$143.8K2026-10-22
Norden Group LLC
DECREASED33,68133,976-295-1%$3.0M$3.0M+$37.4K2026-10-20
M Holdings Securities, Inc.
DECREASED33,66035,412-1,752-5%$3.1M$3.0K-$3.1M2026-11-03
Indivisible Partners
INCREASED33,44931,685+1,764+6%$2.8M$3.0M+$218.0K2026-10-26
Westover Capital Advisors, LLC
DECREASED33,40534,647-1,242-4%$3.0M$3.0M-$46.3K2026-10-26
Optima Capital LLC
DECREASED33,254111,637-78,383-70%$9.8M$3.0M-$6.8M2026-10-29
Nemes Rush Group LLC
INCREASED33,23828,443+4,795+17%$2.5M$3.0M+$483.8K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED32,37436,543-4,169-11%$3.2M$2.9M-$305.5K2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED32,00533,163-1,158-3%$2.9M$2.9M-$41.6K2026-10-16
Stackstone Wealth, LLC
NEW32,003—+32,003——$2.9M—2026-10-19
Fulcrum Equity Management
INCREASED31,84628,313+3,533+12%$2.5M$2.9M+$370.4K2026-10-21
Financial Advisory Partners, LLC
DECREASED31,66534,128-2,463-7%$3.0M$2.8M-$156.9K2026-10-23
Robbins Farley
INCREASED30,9741,717+29,257+1704%$150.9K$2.8M+$2.6M2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED30,96230,898+64+0%$2.7M$2.8M+$63.8K2026-10-13
Selby Wealth Management, LLC
INCREASED30,53021,470+9,060+42%$1.9M$2.7M+$853.6K2026-10-16
Seal Cove Capital, LLC
INCREASED30,45130,370+81+0%$2.7M$2.7M+$64.4K2026-11-06
SBI Securities Co., Ltd.
INCREASED30,14627,523+2,623+10%$2.4M$2.7M+$287.2K2026-10-22
DWM Financial Group, Inc.
NEW30,117—+30,117——$2.7M—2026-10-28
Americana Partners, LLC
DECREASED30,09036,494-6,404-18%$3.2M$2.7M-$506.2K2026-10-28
LexAurum Advisors, LLC
INCREASED29,97929,069+910+3%$2.6M$2.7M+$136.4K2026-10-19
Narus Financial Partners, LLC
DECREASED29,89429,904-100%$2.6M$2.7M+$55.3K2026-10-19
My Personal CFO, LLC
UNCHANGED29,65629,65600%$2.6M$2.7M+$55.8K2026-10-14
Silverlake Wealth Management LLC
INCREASED29,61929,380+239+1%$2.6M$2.7M+$76.7K2026-10-21
Frisco Financial Planning LLC
DECREASED29,47929,690-211-1%$2.6M$2.6M+$36.9K2026-10-05
United Advisor Group, LLC
INCREASED29,41128,949+462+2%$2.5M$2.6M+$95.9K2026-11-03
Acorn Financial Advisory Services Inc
DECREASED29,40232,272-2,870-9%$2.8M$2.6M-$197.0K2026-11-02
Kavar Capital Partners Group, LLC
INCREASED29,33529,333+2+0%$2.6M$2.6M+$55.4K2026-11-06
Sharkey, Howes & Javer
DECREASED29,08830,077-989-3%$2.6M$2.6M-$32.2K2026-10-22
Cottage Street Advisors LLC
INCREASED28,94110,762+18,179+169%$945.8K$2.6M+$1.7M2026-10-19
Sound Income Strategies, LLC
DECREASED28,92834,028-5,100-15%$3.0M$2.6M-$356.0K2026-10-09
Sovran Advisors, LLC
DECREASED28,91430,659-1,745-6%$2.7M$2.6M-$53.9K2026-11-02
Leavell Investment Management, Inc.
INCREASED28,7515,603+23,148+413%$492.4K$2.6M+$2.1M2026-11-09
Moors & Cabot, Inc.
INCREASED28,66627,636+1,030+4%$2.4M$2.6M+$144.4K2026-11-06
Spire Wealth Management
INCREASED28,49924,366+4,133+17%$2.1M$2.6M+$416.8K2026-10-30
Barnes Wealth Management Group, Inc
INCREASED28,46928,303+166+1%$2.5M$2.6M+$68.1K2026-11-09
Archer Investment Management, LLC
INCREASED28,41628,310+106+0%$2.5M$2.6M+$62.7K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED28,33621,750+6,586+30%$1.9M$2.5M+$632.0K2026-10-16
Retirement Planning Group, LLC
DECREASED28,33330,115-1,782-6%$2.6M$2.5M-$103.3K2026-10-19
Albion Financial Group
DECREASED28,230160,482-132,252-82%$14.1M$2.5M-$11.6M2026-10-21
Matauro, LLC
INCREASED28,05610,438+17,618+169%$917.3K$2.5M+$1.6M2026-11-03
Calamos Advisors LLC
NEW28,045—+28,045——$2.5M—2026-11-02
Koshinski Asset Management, Inc.
DECREASED28,00028,048-480%$2.5M$2.5M+$48.5K2026-10-29
October Effect Ltd
DECREASED27,66928,091-422-1%$2.5M$2.5M+$14.9K2026-10-20
Evanson Financial, LLC
INCREASED27,53727,436+101+0%$2.4M$2.5M+$60.7K2026-10-23
Hofer & Associates. Inc
DECREASED27,46038,066-10,606-28%$3.3M$2.5M-$880.4K2026-10-13
RED Crane Wealth Management, LLC
INCREASED27,46026,979+481+2%$2.4M$2.5M+$93.9K2026-10-14
Sentinel Pension Advisors, LLC
INCREASED27,44826,974+474+2%$2.4M$2.5M+$104.1K2026-11-02
Aspen Wealth Management LLC
INCREASED27,23127,103+128+0%$2.4M$2.4M+$62.5K2026-10-14
Riggs Asset Managment Co. Inc.
DECREASED27,02229,403-2,381-8%$2.6M$2.4M-$158.4K2026-11-05
Wealthgarden F.S. LLC
DECREASED27,00027,488-488-2%$2.4M$2.4M+$7.9K2026-11-09
Sigma Planning Corp
DECREASED26,63032,043-5,413-17%$2.8M$2.4M-$427.3K2026-10-23
Geode Capital Management, LLC
INCREASED26,50926,498+11+0%$2.3M$2.4M+$50.8K2026-11-06
Realta Investment Advisors
DECREASED26,13031,992-5,862-18%$2.8M$2.3M-$466.0K2026-10-14
Redwood Financial Network Corp
INCREASED25,71624,821+895+4%$2.2M$2.3M+$127.0K2026-11-03
Asio Capital, LLC
INCREASED25,67715,230+10,447+69%$1.3M$2.3M+$966.4K2026-10-19
West Michigan Advisors, LLC
NEW25,671—+25,671——$2.3M—2026-11-09
Cardiff Park Advisors, LLC
INCREASED25,56725,513+54+0%$2.2M$2.3M+$52.8K2026-11-09
Fulcrum Capital LLC
UNCHANGED25,33825,33800%$2.2M$2.3M+$47.6K2026-10-15
Mendel Money Management
INCREASED25,33020,889+4,441+21%$1.8M$2.3M+$437.9K2026-11-02
Brooklyn FI, LLC
INCREASED25,31014,285+11,025+77%$1.3M$2.3M+$1.0M2026-11-05
Brighton Jones LLC
INCREASED25,14620,943+4,203+20%$1.8M$2.3M+$416.6K2026-11-03
Root Financial Partners, LLC
DECREASED25,12226,295-1,173-4%$2.3M$2.3M-$55.8K2026-10-21
Access Financial Services, Inc.
DECREASED25,12225,952-830-3%$2.3M$2.3M-$25.7K2026-11-09
Rooted Wealth Advisors, Inc.
UNCHANGED25,07025,07000%$2.2M$2.2M$02026-11-03
Ranch Capital Advisors Inc.
INCREASED25,00024,466+534+2%$2.2M$2.2M+$93.9K2026-11-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED24,61721,374+3,243+15%$1.9M$2.2M+$331.3K2026-10-29
Pinion Investment Advisors, LLC
DECREASED24,42725,669-1,242-5%$2.3M$2.2M-$63.2K2026-11-04
Sanchez Wealth Management Group
DECREASED23,954134,586-110,632-82%$11.8M$2.2M-$9.7M2026-11-02
Uptick Partners, LLC
INCREASED23,66322,779+884+4%$2.0M$2.1M+$122.2K2026-11-04
LifeWealth Investments, LLC
DECREASED23,61334,487-10,874-32%$3.0M$2.1M-$911.2K2026-10-21
Cullen Investment Group, Ltd.
INCREASED23,59620,614+2,982+14%$1.8M$2.2M+$349.4K2026-10-13
Treasure Coast Financial Planning
DECREASED23,59223,693-1010%$2.1M$2.1M+$35.5K2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED23,16124,283-1,122-5%$2.1M$2.1M-$55.1K2026-11-02
Prosperity Financial Group, Inc.
INCREASED23,09921,722+1,377+6%$1.9M$2.1M+$164.5K2026-10-29
CGN Advisors LLC
DECREASED23,08423,389-305-1%$2.1M$2.1M+$16.6K2026-10-21
Inscription Capital, LLC
DECREASED22,74227,674-4,932-18%$2.4M$2.0M-$390.7K2026-11-02
BAM Wealth Management, LLC
INCREASED22,5566,773+15,783+233%$595.2K$2.0M+$1.4M2026-10-15
Shaker Investments LLC
DECREASED22,47924,757-2,278-9%$2.2M$2.0M-$157.9K2026-11-05
Town Capital LLC
INCREASED22,34820,784+1,564+8%$1.8M$2.0M+$179.5K2026-11-03
Harmony Asset Management LLC
DECREASED22,29522,986-691-3%$2.0M$2.0M-$18.8K2026-10-20
Woodmont Investment Counsel LLC
DECREASED22,18323,298-1,115-5%$2.0M$2.0M-$56.3K2026-10-29
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED22,03725,432-3,395-13%$2.2M$2.0M-$256.9K2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED21,99321,026+967+5%$1.8M$2.0M+$126.3K2026-10-14
Peck Wealth Management, LLC
INCREASED21,94621,885+61+0%$1.9M$2.0M+$46.6K2026-10-29
Puff Wealth Management, LLC
INCREASED21,74219,237+2,505+13%$1.7M$2.0M+$261.0K2026-10-07
Advisor Resource Council
DECREASED21,63324,810-3,177-13%$2.2M$2.0M-$220.3K2026-11-05
Stegent Equity Advisors, Inc.
DECREASED21,61325,910-4,297-17%$2.3M$1.9M-$337.0K2026-10-13
Strong Retirement Solutions LLC
INCREASED21,59915,482+6,117+40%$1.4M$1.9M+$578.2K2026-10-07
APS Management Group, Inc.
DECREASED21,02721,893-866-4%$1.9M$1.9M-$36.6K2026-10-14
Hartford Financial Management Inc.
INCREASED20,73720,625+112+1%$1.8M$1.9M+$48.8K2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED20,58620,542+44+0%$1.8M$1.8M+$42.6K2026-10-13
Concord Wealth Partners
DECREASED20,57923,015-2,436-11%$2.0M$1.8M-$175.4K2026-11-02
Soundwatch Capital LLC
NEW20,456—+20,456——$1.9M—2026-11-04
Collier Financial
INCREASED20,36020,188+172+1%$1.8M$1.8M+$53.5K2026-11-06
Legacy Edge Advisors, LLC
DECREASED20,34520,352-70%$1.8M$1.8M+$37.6K2026-11-06
Wealth Group Ltd
DECREASED20,34220,361-190%$1.8M$1.8M+$53.7K2026-10-07
Orgel Wealth Management, LLC
INCREASED20,04019,735+305+2%$1.7M$1.8M+$64.5K2026-10-14
Stirlingshire Investments, Inc.
INCREASED20,02018,988+1,032+5%$1.7M$1.8M+$128.3K2026-11-05
Concord Asset Management, LLC
DECREASED19,94120,782-841-4%$1.8M$1.8M-$36.4K2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED19,94018,592+1,348+7%$1.6M$1.8M+$155.9K2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED19,82818,485+1,343+7%$1.6M$1.8M+$155.3K2026-10-14
GoalVest Advisory LLC
DECREASED19,69020,093-403-2%$1.8M$1.8M+$1.6K2026-10-02
Foronjy Financial LLC
DECREASED19,65522,376-2,721-12%$2.0M$1.8M-$202.2K2026-10-14
Verdence Capital Advisors LLC
INCREASED19,42415,897+3,527+22%$1.4M$1.7M+$346.5K2026-10-26
King Luther Capital Management Corp
INCREASED19,30619,048+258+1%$1.7M$1.7M+$58.9K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED19,18918,794+395+2%$1.7M$1.7M+$49.2K2026-11-02
Storen Legacy Partners, LLC
INCREASED19,15819,148+10+0%$1.7M$1.7M+$36.9K2026-11-09
BankPlus Trust Department
INCREASED19,13515,635+3,500+22%$1.4M$1.7M+$343.6K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED19,12318,614+509+3%$1.6M$1.7M+$80.7K2026-11-04
Visionary Wealth Advisors
INCREASED19,08013,872+5,208+38%$1.2M$1.7M+$493.6K2026-11-04
Invested Advisors
DECREASED18,92321,724-2,801-13%$1.9M$1.7M-$210.6K2026-10-23
Landmark Wealth Management, LLC
DECREASED18,51019,833-1,323-7%$1.7M$1.7M-$81.5K2026-11-03
Coldstream Capital Management Inc
DECREASED18,28319,987-1,704-9%$1.8M$1.6M-$115.4K2026-11-09
Mission Wealth Management, LP
DECREASED18,22626,608-8,382-31%$2.3M$1.6M-$702.3K2026-10-15
WealthPlan Investment Management, LLC
DECREASED18,18018,358-178-1%$1.6M$1.6M+$18.5K2026-10-15
Great Lakes Retirement, Inc.
DECREASED18,00920,111-2,102-10%$1.8M$1.6M-$150.9K2026-10-26
Cherry Tree Wealth Management, LLC
INCREASED17,91317,880+33+0%$1.6M$1.6M+$36.6K2026-10-15
Stewardship Advisors, LLC
INCREASED17,85215,843+2,009+13%$1.4M$1.6M+$210.1K2026-10-20
Resonant Capital Advisors, LLC
INCREASED17,84817,515+333+2%$1.5M$1.6M+$62.8K2026-10-15
Keystone Wealth Services, LLC
DECREASED17,83419,720-1,886-10%$1.7M$1.6M-$128.9K2026-11-03
MFG Wealth Management, Inc.
DECREASED17,80123,856-6,055-25%$2.1M$1.6M-$498.7K2026-10-09
Asset Dedication, LLC
INCREASED17,67417,299+375+2%$1.5M$1.6M+$66.2K2026-11-03
Orin Green Financial, LLC
DECREASED17,67117,911-240-1%$1.6M$1.6M+$12.1K2026-10-19
LongView Wealth Management
INCREASED17,63915,502+2,137+14%$1.4M$1.6M+$221.0K2026-10-19
Watershed Private Wealth LLC
DECREASED17,43017,698-268-2%$1.6M$1.6M+$9.2K2026-10-30
Flagship Private Wealth, LLC
DECREASED17,39817,707-309-2%$1.6M$1.6M+$5.5K2026-11-05
Soltis Investment Advisors LLC
INCREASED17,3392,570+14,769+575%$225.8K$1.6M+$1.3M2026-10-28
Omnitrust Wealth Management, Inc
NEW17,306—+17,306——$1.6M—2026-11-02
Bensler, LLC
DECREASED17,29517,362-670%$1.5M$1.6M+$26.6K2026-11-05
Clear Point Advisors Inc.
INCREASED17,18817,172+16+0%$1.5M$1.5M+$33.8K2026-10-30
Cyndeo Wealth Partners, LLC
NEW17,003—+17,003——$1.5M—2026-10-16
Cape Investment Advisory, Inc.
DECREASED16,95946,081-29,122-63%$4.0M$1.5M-$2.5M2026-10-13
Kathmere Capital Management, LLC
DECREASED16,81118,556-1,745-9%$1.6M$1.5M-$121.8K2026-10-20
tru Independence LLC
DECREASED16,64316,834-191-1%$1.5M$1.5M+$14.5K2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED16,50216,504-20%$1.5M$1.5M+$30.8K2026-11-03
Wall Street Financial Group, Inc.
INCREASED16,39515,094+1,301+9%$1.3M$1.5M+$145.2K2026-11-09
Millennium Capital Advisors, LLC
INCREASED16,38616,349+37+0%$1.4M$1.5M+$34.1K2026-10-16
Conservest Capital Advisors, Inc.
INCREASED16,36411,154+5,210+47%$980.2K$1.5M+$488.6K2026-11-09
Tlwm
INCREASED16,27116,031+240+2%$1.4M$1.5M+$51.7K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED16,11215,708+404+3%$1.4M$1.4M+$65.8K2026-10-15
Blue Jean Financial LLC
DECREASED16,09816,784-686-4%$1.5M$1.4M-$30.0K2026-10-20
Cullen T Bankers, Inc.
INCREASED16,0162,293+13,723+598%$201.5K$1.4M+$1.2M2026-10-28
MBE Wealth Management, LLC
INCREASED15,99114,463+1,528+11%$1.3M$1.4M+$164.3K2026-10-26
Csenge Advisory Group
DECREASED15,98439,434-23,450-59%$3.5M$1.4M-$2.0M2026-11-04
Impact Partnership Wealth, LLC
DECREASED15,96719,378-3,411-18%$1.7M$1.4M-$269.8K2026-11-09
Summit Investment Advisory Services, LLC
INCREASED15,73114,889+842+6%$1.3M$1.4M+$103.6K2026-11-03
Alamar Capital Management, LLC
UNCHANGED15,70015,70000%$1.4M$1.4M+$29.5K2026-11-02
Capital Advisors, Ltd. LLC
DECREASED15,69515,705-100%$1.4K$1.4K+$292026-10-27
Kingdom Financial Group Llc.
DECREASED15,68516,836-1,151-7%$1.5M$1.4M-$71.7K2026-11-04
Nicholas Wealth, Llc.
INCREASED15,67915,453+226+1%$1.4M$1.4M+$49.3K2026-10-26
Professional Financial Advisors, LLC
INCREASED15,66114,370+1,291+9%$1.3M$1.4M+$142.9K2026-10-13
Bernardo Wealth Planning LLC
INCREASED15,5586,598+8,960+136%$579.8K$1.4M+$816.6K2026-10-23
RIA Advisory Group LLC
DECREASED15,27924,648-9,369-38%$2.2M$1.4M-$794.7K2026-10-15
Financial Management Network Inc
DECREASED15,25415,486-232-1%$1.4M$1.4M+$27.3K2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED15,24714,980+267+2%$1.3M$1.4M+$52.1K2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED15,16014,548+612+4%$1.3M$1.4M+$82.3K2026-10-16
Weaver Consulting Group
INCREASED15,12013,440+1,680+13%$1.2M$1.4M+$176.1K2026-10-07
Clearstead Advisors, LLC
INCREASED14,74411,568+3,176+27%$1.0M$1.3M+$306.8K2026-11-06
Allworth Financial LP
INCREASED14,72814,654+74+1%$1.3M$1.3M+$6.5K2026-11-06
Cornerstone Planning Group LLC
INCREASED14,68513,453+1,232+9%$1.2M$1.3M+$162.3K2026-10-16
Legacy Wealth Partners, LLC
INCREASED14,5428,212+6,330+77%$721.7K$1.3M+$583.6K2026-10-15
4Wealth Advisors, Inc.
INCREASED14,50813,945+563+4%$1.2M$1.3M+$89.1K2026-10-13
GK Wealth Management LLC
DECREASED14,49521,019-6,524-31%$1.8M$1.3M-$546.0K2026-10-09
WealthCare Investment Partners, LLC
DECREASED14,45714,462-50%$1.3M$1.3M+$26.8K2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED14,41714,373+44+0%$1.3M$1.3M+$31.0K2026-11-04
Regimen Wealth, LLC
INCREASED14,37213,929+443+3%$1.2M$1.3M+$65.2K2026-11-09
Montgomery Financial Services LLC
INCREASED14,20112,313+1,888+15%$1.1M$1.3M+$192.6K2026-11-03
Thompson Davis & Co., Inc.
DECREASED14,07516,575-2,500-15%$1.5M$1.3M-$193.2K2026-11-05
Confluence Wealth Services, Inc.
INCREASED14,06812,159+1,909+16%$1.1M$1.3M+$194.2K2026-11-05
Keybank National Association
DECREASED14,05614,398-342-2%$1.3M$1.3M-$3.6K2026-11-04
Embree Financial Group
INCREASED14,03414,010+24+0%$1.2M$1.3M+$28.5K2026-10-22
Quadcap Wealth Management, LLC
DECREASED13,97314,689-716-5%$1.3M$1.3M-$36.6K2026-11-02
Obsidian CIO, LLC
INCREASED13,7088,452+5,256+62%$742.7K$1.2M+$487.7K2026-11-05
G&S Capital LLC
INCREASED13,65813,493+165+1%$1.2M$1.2M+$40.2K2026-10-23
Voisard Asset Management Group, Inc.
DECREASED13,57514,063-488-3%$1.2M$1.2M-$17.4K2026-10-13
Foresight Capital Management Advisors, Inc.
DECREASED13,56116,478-2,917-18%$1.4M$1.2M-$230.9K2026-10-27
Rockwood Wealth Management, LLC
INCREASED13,55113,376+175+1%$1.2M$1.2M+$40.9K2026-10-27
Gibbs Wealth Management
INCREASED13,51112,001+1,510+13%$1.1M$1.2M+$158.1K2026-10-22
Ayalon Insurance Comp Ltd.
DECREASED13,50015,660-2,160-14%$1.4K$1.2K-$1642026-10-08
William Mack & Associates, Inc.
INCREASED13,4789,423+4,055+43%$828.1K$1.2M+$381.7K2026-10-27
PCA Investment Advisory Services Inc.
INCREASED13,33612,970+366+3%$1.1M$1.2M+$57.3K2026-10-13
Smith Asset Management Co., LLC
INCREASED13,22413,001+223+2%$1.1M$1.2M+$44.5K2026-10-16
Capital Investment Advisors, LLC
INCREASED13,03312,129+904+7%$1.1M$1.2M+$104.0K2026-10-22
Whelan Financial
UNCHANGED12,91812,91800%$1.1M$1.2M+$24.3K2026-10-28
World Equity Group, Inc.
DECREASED12,91137,691-24,780-66%$3.3M$1.2M-$2.2M2026-10-14
Community Bank, N.A.
INCREASED12,89012,670+220+2%$1.1M$1.2M+$43.6K2026-11-06
Heritage Trust Co
NEW12,778—+12,778——$1.1M—2026-11-09
Zega Investments, LLC
DECREASED12,67124,357-11,686-48%$2.1M$1.1M-$1.0M2026-11-04
PlanVest Financial, Inc
INCREASED12,60411,519+1,085+9%$1.0M$1.1M+$119.0K2026-11-09
Baker Tilly Wealth Management, LLC
INCREASED12,57512,544+31+0%$1.1M$1.1M+$26.4K2026-10-05
SeaCrest Wealth Management, LLC
INCREASED12,49210,728+1,764+16%$942.8K$1.1M+$178.5K2026-10-21
Fiduciary Financial Group, LLC
DECREASED12,42812,537-109-1%$1.1M$1.1M+$13.8K2026-10-13
Delta Wealth Advisors LLC
INCREASED12,29111,802+489+4%$1.0M$1.1M+$66.1K2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED12,2024,587+7,615+166%$403.1K$1.1M+$692.1K2026-11-05
Schorn Wealth LLC
INCREASED12,08512,075+10+0%$1.1M$1.1M+$23.6K2026-10-14
Athena Wealth Management, LLC
DECREASED12,04412,237-193-2%$1.1M$1.1M+$5.7K2026-10-09
Vantage Investment Partners, LLC
INCREASED11,91211,641+271+2%$1.0M$1.1M+$46.2K2026-10-27
Deutsche Bank Ag\
INCREASED11,86411,807+57+0%$1.0M$1.1M+$27.3K2026-11-06
Next Level Wealth Planning, LLC
UNCHANGED11,69611,69600%$1.0M$1.0M+$22.0K2026-10-29
Accurate Wealth Management, LLC
DECREASED11,64914,016-2,367-17%$1.2M$1.1M-$176.0K2026-10-20
Five Oceans Advisors
DECREASED11,50312,052-549-5%$1.1M$1.0M-$26.6K2026-10-22
Fisher Asset Management, LLC
DECREASED11,45815,505-4,047-26%$1.4M$1.0M-$334.1K2026-11-06
Barnes Dennig Private Wealth Management LLC
INCREASED11,45710,323+1,134+11%$907.2K$1.0M+$121.2K2026-10-30
Carmel Capital Partners, LLC
INCREASED11,39811,329+69+1%$995.6K$1.0M+$27.5K2026-11-03
Mallini Complete Financial Planning LLC
NEW11,368—+11,368——$1.0M—2026-10-06
A4 Wealth Advisors LLC
DECREASED11,35612,847-1,491-12%$1.1M$1.0M-$109.7K2026-10-20
FFG Partners, LLC
DECREASED11,33112,151-820-7%$1.1M$1.0M-$50.8K2026-10-15
Integrity Wealth Partners, LLC
NEW11,200—+11,200——$1.0M—2026-10-14
Avior Wealth Management, LLC
DECREASED11,06011,289-229-2%$992.1K$992.8K+$6532026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED11,0158,374+2,641+32%$735.9K$1.0M+$271.5K2026-10-20
Sound Financial Strategies Group, LLC
INCREASED10,92310,279+644+6%$903.3K$980.4K+$77.1K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED10,80110,898-97-1%$957.7K$969.5K+$11.8K2026-10-13
Kelsey Financial, LLC
INCREASED10,72510,724+1+0%$942.4K$962.7K+$20.3K2026-10-28
Chemistry Wealth Management LLC
UNCHANGED10,60710,60700%$932.1K$952.1K+$19.9K2026-10-16
WealthBridge Capital Management, LLC
NEW10,553—+10,553——$947.2K—2026-10-16
Taylor Securities Services, Inc.
DECREASED10,44510,466-210%$919.8K$937.5K+$17.8K2026-10-20
Russell Investments Group, Ltd.
INCREASED10,4348,651+1,783+21%$760.2K$936.5K+$176.3K2026-11-06
MJT & Associates Financial Advisory Group, Inc.
DECREASED10,42210,452-300%$918.5K$935.5K+$17.0K2026-10-07
D.A. Davidson & Co.
INCREASED10,1939,478+715+8%$833.0K$915.0K+$82.0K2026-10-28
Key FInancial Inc
DECREASED10,18410,717-533-5%$941.8K$914.1K-$27.7K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED10,16010,422-262-3%$915.9K$912.0K-$3.9K2026-10-22
Vontobel Holding Ltd.
INCREASED10,1248,567+1,557+18%$752.9K$908.7K+$155.9K2026-10-16
Hughes Financial Services, LLC
DECREASED10,04410,225-181-2%$898.6K$909.9K+$11.3K2026-10-30
Trilogy Capital Inc.
INCREASED10,0079,652+355+4%$848.3K$898.3K+$50.0K2026-10-20
Sensible Money, LLC
INCREASED9,9549,513+441+5%$836.0K$893.5K+$57.5K2026-10-20
High Note Wealth, LLC
INCREASED9,9139,576+337+4%$841.6K$889.8K+$48.3K2026-10-27
CPC Advisors, LLC
UNCHANGED9,8339,83300%$864.1K$882.6K+$18.5K2026-10-21
Roman Butler Fullerton & Co
DECREASED9,71910,168-449-4%$896.7K$877.1K-$19.6K2026-10-27
Raleigh Capital Management Inc.
INCREASED9,6917,531+2,160+29%$661.8K$869.8K+$208.0K2026-10-28
Liberty Atlantic Advisors LLC
DECREASED9,5529,554-20%$839.6K$857.4K+$17.8K2026-10-14
Catalyst Financial Partners LLC
DECREASED9,5039,579-76-1%$841.8K$853.0K+$11.2K2026-11-06
Financial Partners Group, Inc
NEW9,450—+9,450——$848.3K—2026-10-19
Summit Global Investments
INCREASED9,4449,076+368+4%$798.0K$848-$797.2K2026-10-28
Quartz Partners, LLC
INCREASED9,4286,807+2,621+39%$598.2K$846.2K+$248.0K2026-11-03
Defined Wealth Management, LLC
DECREASED9,42310,524-1,101-10%$924.8K$845.8K-$79.0K2026-10-19
Pioneer Family Office, LLC
UNCHANGED9,4109,41000%$827.0K$844.6K+$17.7K2026-10-30
Ascentis Wealth Management, LLC
INCREASED9,3906,849+2,541+37%$601.9K$842.8K+$240.9K2026-11-03
Provenance Wealth Advisors, LLC
NEW9,370—+9,370——$841.1K—2026-10-30
Targeted Financial Services LLC
DECREASED9,2909,376-86-1%$824.0K$833.9K+$9.9K2026-10-19
Optimist Retirement Group LLC
INCREASED9,2819,268+13+0%$812.6K$831.1K+$18.4K2026-10-30
Mainsail Financial Group, LLC
INCREASED9,2694,701+4,568+97%$413.1K$832.0K+$418.9K2026-10-23
Lockerman Financial Group, Inc.
DECREASED9,26111,174-1,913-17%$982.0K$831.3K-$150.7K2026-10-19
Sankala Group LLC
UNCHANGED9,2579,25700%$836.6K$833.9K-$2.7K2026-11-09
Transce3nd, LLC
DECREASED9,24910,203-954-9%$906.5K$841.6K-$65.0K2026-10-26
Wellment Financial
DECREASED9,2049,371-167-2%$823.5K$826.2K+$2.6K2026-10-28
Cranbrook Wealth Management, LLC
INCREASED9,0959,061+34+0%$796.2K$816.4K+$20.2K2026-10-28
Laurel Wealth Advisors LLC
DECREASED9,0159,058-430%$796.0K$809.2K+$13.2K2026-10-27
Summit Financial Strategies, Inc.
UNCHANGED8,9868,98600%$789.7K$806.6K+$16.9K2026-10-14
Consolidated Capital Management, LLC
DECREASED8,9779,121-144-2%$801.6K$805.8K+$4.2K2026-10-13
Shira Ridge Wealth Management
DECREASED8,9759,075-100-1%$797.5K$805.6K+$8.1K2026-10-09
SteelPeak Wealth, LLC
DECREASED8,9379,040-103-1%$794.4K$802.1K+$7.7K2026-10-16
Global X Japan Co., Ltd.
DECREASED8,91710,628-1,711-16%$934.0K$800.4K-$133.6K2026-10-21
Breachway Investments LLC
DECREASED8,9099,888-979-10%$869.0K$799.7K-$69.3K2026-10-19
Chris Bulman Inc
DECREASED8,7998,833-340%$776.3K$789.8K+$13.5K2026-10-20
Wedmont Private Capital
INCREASED8,7678,125+642+8%$721.9K$798.5K+$76.5K2026-10-09
Arlington Trust Co LLC
DECREASED8,7639,245-482-5%$812.5K$786.6K-$25.9K2026-10-20
Waterway Wealth Management, LLC
INCREASED8,7438,273+470+6%$727.0K$784.8K+$57.7K2026-10-28
Jacobi Capital Management LLC
INCREASED8,7377,914+823+10%$695.5K$784.2K+$88.8K2026-11-05
Valeo Financial Advisors, LLC
DECREASED8,6768,739-63-1%$768.0K$778.8K+$10.8K2026-10-08
Emerald Advisors, LLC
DECREASED8,63910,987-2,348-21%$965.5K$775.4K-$190.1K2026-10-13
Two West Capital Advisors LLC
DECREASED8,6058,781-176-2%$767.1K$773.9K+$6.9K2026-10-15
Altrius Capital Management Inc
INCREASED8,5008,278+222+3%$727.5K$763.0K+$35.5K2026-11-05
Revisor Wealth Management LLC
INCREASED8,4705,448+3,022+55%$478.8K$760.6K+$281.9K2026-10-20
Southland Equity Partners LLC
DECREASED8,4358,730-295-3%$767.2K$757.1K-$10.1K2026-10-14
Joel Adams & Associates, Inc.
INCREASED8,4028,379+23+0%$736.4K$754.1K+$17.8K2026-11-02
Corrado Advisors, LLC
DECREASED8,3488,720-372-4%$766.3K$749.3K-$17.0K2026-10-27
Cornell Pochily Investment Advisors, Inc.
INCREASED8,1597,230+929+13%$635.3K$732.4K+$97.0K2026-10-19
Western Financial Corp
INCREASED8,0957,563+532+7%$664.7K$726.6K+$62.0K2026-10-14
Curbstone Financial Management Corp
INCREASED8,0887,588+500+7%$666.8K$726.0K+$59.1K2026-10-21
Kestra Investment Management, LLC
DECREASED8,06913,606-5,537-41%$1.2M$724.3K-$471.4K2026-11-04
POM Investment Strategies, LLC
DECREASED8,01111,432-3,421-30%$1.0M$719.1K-$285.6K2026-10-20
Thoroughbred Financial Services, LLC
INCREASED8,0086,044+1,964+33%$531.0K$718-$530.3K2026-11-09
HBW Advisory Services LLC
INCREASED7,9887,731+257+3%$679.4K$717.0K+$37.5K2026-10-15
Acropolis Investment Management, LLC
DECREASED7,9859,293-1,308-14%$816.7K$716.8K-$99.9K2026-10-08
Canvas Wealth Advisors, LLC
INCREASED7,9805,307+2,673+50%$466.4K$722.9K+$256.5K2026-11-02
Summit Financial Consulting LLC
DECREASED7,8408,328-488-6%$731.9K$703.7K-$28.2K2026-10-15
Opulen Financial Group LLC
INCREASED7,8017,780+21+0%$683.7K$700.2K+$16.5K2026-10-22
Pacific Excel Wealth Advisors, Inc.
DECREASED7,66568,319-60,654-89%$6.0M$688.0K-$5.3M2026-10-27
Aspiriant, LLC
INCREASED7,5927,577+15+0%$665.9K$681.5K+$15.6K2026-10-16
Rockland Trust Co
INCREASED7,5667,387+179+2%$649.2K$679.1K+$30.0K2026-10-05
Prospera Financial Services Inc
DECREASED7,5608,061-501-6%$708.7K$672.6K-$36.1K2026-11-04
MY Wealth Management Inc.
UNCHANGED7,5517,55100%$663.6K$677.8K+$14.2K2026-10-21
Manske Wealth Management
INCREASED7,5147,320+194+3%$643.3K$674.5K+$31.2K2026-10-26
Castleview Partners, LLC
INCREASED7,5006,713+787+12%$590.0K$673.3K+$83.3K2026-10-09
SouthState Bank Corp
INCREASED7,3907,352+38+1%$646.1K$663.3K+$17.2K2026-11-09
Summit Wealth Group LLC / Co
INCREASED7,3426,446+896+14%$566.5K$659.0K+$92.5K2026-10-29
Expressive Wealth LLC
UNCHANGED7,3267,32600%$643.8K$657.6K+$13.8K2026-11-09
Cypress Financial Planning LLC
DECREASED7,3217,401-80-1%$650.4K$657.1K+$6.7K2026-10-09
Tarbox Family Office, Inc.
INCREASED7,3046,818+486+7%$599.1K$655.6K+$56.4K2026-10-23
Accredited Investors Inc.
DECREASED7,2877,304-170%$641.9K$654.1K+$12.2K2026-11-03
Scarborough Advisors, LLC
DECREASED7,235520,803-513,568-99%$45.3M$649.4K-$44.7M2026-10-16
Wells Financial Advisors Inc
INCREASED7,20042+7,158+17043%$3.7K$646.3K+$642.6K2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED7,2006,808+392+6%$598.3K$646.3K+$48.0K2026-11-04
Defender Capital, Llc.
UNCHANGED7,2007,20000%$632.7K$646.3K+$13.5K2026-10-01
Provident Wealth Management, LLC
INCREASED7,1807,132+48+1%$626.8K$644.5K+$17.7K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED7,1772,975+4,202+141%$261.4K$644.2K+$382.8K2026-10-13
Presper Financial Architects, LLC
UNCHANGED7,1487,14800%$628.2K$641.6K+$13.4K2026-11-09
Migdal Insurance & Financial Holdings Ltd.
NEW7,115—+7,115——$638.6K—2026-11-09
Portland Financial Advisors Inc
INCREASED7,0716,971+100+1%$612.6K$634.7K+$22.1K2026-10-26
Peak Financial Advisors LLC
INCREASED7,0206,547+473+7%$575.4K$630.1K+$54.7K2026-10-28
Culbertson A N & Co Inc
UNCHANGED6,9006,90000%$606.4K$619.3K+$13.0K2026-10-21
Financial Network Wealth Advisors LLC
DECREASED6,8869,553-2,667-28%$839.5K$618.1K-$221.4K2026-10-28
Relyea Zuckerberg Hanson LLC
INCREASED6,8616,837+24+0%$600.8K$615.8K+$15.0K2026-10-20
Diligent Investors, LLC
INCREASED6,8005,000+1,800+36%$439.4K$610.4K+$171.0K2026-10-21
Citizens & Northern Corp
NEW6,729—+6,729——$604.0K—2026-11-06
Lantern Wealth Advisors, LLC
INCREASED6,6736,580+93+1%$578.2K$598.9K+$20.7K2026-10-22
CWA Asset Management Group, LLC
INCREASED6,6695,311+1,358+26%$466.8K$598.6K+$131.9K2026-10-19
Florida Financial Advisors, LLC
INCREASED6,5434,572+1,971+43%$401.8K$587.3K+$185.6K2026-11-09
Deane Retirement Strategies, Inc.
INCREASED6,5004,723+1,777+38%$415.1K$583.4K+$168.4K2026-10-09
Symphony Financial, Ltd. Co.
INCREASED6,4713,128+3,343+107%$273.8K$583.6K+$309.8K2026-10-22
Noble Family Wealth, LLC
NEW6,326—+6,326——$567.8K—2026-10-26
Washington Trust Co
INCREASED6,3166,252+64+1%$549.4K$566.9K+$17.5K2026-10-22
Westside Investment Management, Inc.
INCREASED6,2875,685+602+11%$499.6K$565.3K+$65.7K2026-11-02
Trail Ridge Investment Advisors, LLC
DECREASED6,2856,422-137-2%$564.4K$564.1K-$2232026-10-16
Paladin Advisory Group, LLC
DECREASED6,1906,618-428-6%$581.6K$555.6K-$26.0K2026-11-09
Nikulski Financial, Inc.
DECREASED6,1786,201-230%$544.9K$554.5K+$9.6K2026-11-06
Destiny Wealth Partners, LLC
UNCHANGED6,1366,13600%$539.3K$543.1K+$3.8K2026-11-05
Crew Capital Management, Ltd
DECREASED6,1017,993-1,892-24%$702.4K$547.6K-$154.8K2026-10-28
Trust Co of the South
UNCHANGED6,0796,07900%$534.2K$545.7K+$11.4K2026-10-21
Matrix Trust Co
DECREASED6,03513,571-7,536-56%$1.2K$542-$6512026-10-07
Miramontes Capital, LLC
NEW6,032—+6,032——$541.4K—2026-10-19
PFG Private Wealth Management, LLC
DECREASED6,0216,260-239-4%$550.1K$540.5K-$9.7K2026-10-15
Liberty Capital Management, Inc.
UNCHANGED5,9545,95400%$523.2K$534.4K+$11.2K2026-11-02
Graetz Wealth LLC
INCREASED5,9515,935+16+0%$521.6K$534.1K+$12.6K2026-10-27
Mystic Asset Management, Inc.
INCREASED5,9155,120+795+16%$449.9K$530.9K+$81.0K2026-10-15
SigFig Wealth Management, LLC
INCREASED5,8525,038+814+16%$439.2K$525.3K+$86.1K2026-10-07
Flower City Capital
DECREASED5,8485,974-126-2%$525.0K$524.9K-$792026-10-15
USA Financial Formulas
NEW5,831—+5,831——$523.4K—2026-10-16
SpringVest Wealth Management LLC
NEW5,830—+5,830——$523.3K—2026-10-27
J. R. Prunier Capital Management LLC
INCREASED5,8195,422+397+7%$476.5K$522.3K+$45.9K2026-11-09
Laraway Financial Advisors Inc
INCREASED5,7465,267+479+9%$462.9K$515.7K+$52.8K2026-11-09
Councilor Wealth, LLC
DECREASED5,7295,876-147-2%$516.4K$514.3K-$2.1K2026-10-09
Buska Wealth Management, LLC
INCREASED5,7114,938+773+16%$433.9K$512.6K+$78.7K2026-10-08
Laurel Wealth Planning LLC
DECREASED5,6615,941-280-5%$522.1K$508.1K-$14.0K2026-11-02
Moody National Bank Trust Division
UNCHANGED5,6275,62700%$494.5K$505.1K+$10.6K2026-10-06
Guardian Wealth Advisors, LLC
NEW5,622—+5,622——$509.4K—2026-10-30
TPG Financial Advisors, LLC
UNCHANGED5,5755,57500%$489.9K$500.4K+$10.5K2026-11-09
Romano Brothers and Company
INCREASED5,5395,039+500+10%$442.8K$497.2K+$54.4K2026-10-22
Potentia Wealth
INCREASED5,5315,524+7+0%$485.5K$496.5K+$11.0K2026-11-09
Nicollet Investment Management, Inc.
INCREASED5,5032,300+3,203+139%$202.0K$494-$201.5K2026-10-14
Global Trust Asset Management, LLC
INCREASED5,4884,093+1,395+34%$359.7K$492.6K+$132.9K2026-10-19
Patten Group, Inc.
DECREASED5,4585,583-125-2%$490.6K$489.9K-$7182026-10-26
Ironwood Financial, llc
UNCHANGED5,4435,44300%$480.0K$488.6K+$8.6K2026-10-20
Macroview Investment Management LLC
UNCHANGED5,4035,40300%$474.8K$485.0K+$10.2K2026-10-26
Leverty Financial Group, LLC
INCREASED5,3915,266+125+2%$462.8K$483.9K+$21.1K2026-10-08
Old Port Advisors
INCREASED5,3814,880+501+10%$428.8K$483.0K+$54.2K2026-10-23
Focused Alpha, LLC
INCREASED5,3653,414+1,951+57%$300.0K$481.6K+$181.5K2026-10-20
True Link Financial Advisors, LLC
NEW5,321—+5,321——$477.6K—2026-10-27
Approach Retirement Advisors, LLC
INCREASED5,3055,304+1+0%$466.2K$476.1K+$10.0K2026-10-22
HB Wealth Management, LLC
DECREASED5,2536,981-1,728-25%$613.6K$471.5K-$142.1K2026-10-23
Colonial River Investments, LLC
INCREASED5,1885,150+38+1%$452.6K$465.7K+$13.1K2026-10-19
Hardy Reed LLC
DECREASED5,1775,206-29-1%$457.5K$464.7K+$7.2K2026-11-06
Helium Advisors LLC
INCREASED5,1725,158+14+0%$453.3K$464.2K+$10.9K2026-10-23
Private Client Services, LLC
INCREASED5,1683,515+1,653+47%$308.9K$463.9K+$155.0K2026-10-02
Traveka Wealth, LLC
UNCHANGED5,1345,13400%$451.2K$460.8K+$9.7K2026-10-19
Cheviot Value Management, LLC
NEW5,111—+5,111——$458.7K—2026-11-09
Claro Advisors Inc.
DECREASED5,0677,310-2,243-31%$642.4K$454.8K-$187.6K2026-11-02
Fortitude Advisory Group L.L.C.
NEW5,048—+5,048——$453.1K—2026-10-15
Ejmk Ventures LLC
DECREASED5,0485,701-653-11%$501.0K$453.1K-$47.9K2026-10-21
Urban Wealth Management, LLC
DECREASED5,0267,595-2,569-34%$667.5K$451.1K-$216.4K2026-10-21
Northeast Investment Management
UNCHANGED5,0005,00000%$439.4K$448.8K+$9.4K2026-10-30
James J. Burns & Company, LLC
INCREASED4,9894,716+273+6%$414.5K$447.7K+$33.2K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED4,9856,632-1,647-25%$582.8K$447.5K-$135.4K2026-10-13
Santori & Peters, Inc.
UNCHANGED4,9844,98400%$438.0K$447.4K+$9.4K2026-10-26
Hurley Capital, LLC
INCREASED4,9584,446+512+12%$390.7K$445.1K+$54.3K2026-11-05
Abner Herrman & Brock LLC
UNCHANGED4,9504,95000%$435$444+$92026-10-20
15 Wealth Advisors LLC
NEW4,931—+4,931——$442.9K—2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,9094,809+100+2%$422.6K$440.6K+$18.0K2026-10-27
Heartwood Wealth Advisors LLC
INCREASED4,8834,876+7+0%$428.5K$438.3K+$9.8K2026-10-05
Sagespring Wealth Partners, LLC
DECREASED4,8347,129-2,295-32%$626.5K$433.9K-$192.6K2026-10-22
Synergy Asset Management, LLC
DECREASED4,7215,166-445-9%$454.0K$423.8K-$30.2K2026-11-05
Destiny Capital Corp
DECREASED4,7178,323-3,606-43%$731.4K$423.4K-$308.0K2026-11-03
International Assets Investment Management, LLC
INCREASED4,6913,647+1,044+29%$320.1K$421.9K+$101.7K2026-11-02
Rayburn West Financial Services LLC
UNCHANGED4,6784,67800%$411.1K$419.9K+$8.8K2026-11-03
Milestone Asset Management, LLC
DECREASED4,6514,740-89-2%$416.6K$417.6K+$9512026-10-15
Fulton Bank, N.A.
UNCHANGED4,6264,62600%$406.5K$415.2K+$8.7K2026-10-14
GSG Advisors LLC
INCREASED4,6082,828+1,780+63%$248.5K$413.6K+$165.1K2026-11-03
Prosperitas Financial LLC
DECREASED4,5665,600-1,034-18%$492.1K$409.8K-$82.3K2026-10-28
Ignite Planners, LLC
INCREASED4,5444,315+229+5%$379.4K$408.6K+$29.2K2026-10-14
Guidance Capital, Inc
INCREASED4,5414,524+17+0%$399.8K$402.0K+$2.2K2026-11-03
CIBC Asset Management Inc
UNCHANGED4,5324,53200%$398.3K$406.8K+$8.5K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED4,5204,153+367+9%$364.9K$405.7K+$40.7K2026-11-04
Burns J W & Co Inc
NEW4,458—+4,458——$400.2K—2026-10-20
Silver Grove Financial Group, Inc.
DECREASED4,4254,618-193-4%$405.9K$397.2K-$8.7K2026-11-05
SMI Advisory Services, LLC
INCREASED4,4124,118+294+7%$364.2K$404.3K+$40.2K2026-10-13
Vigilare Wealth Management
INCREASED4,3824,192+190+5%$368.4K$393.4K+$25.0K2026-10-29
Cerro Pacific Wealth Advisors LLC
UNCHANGED4,3774,37700%$384.7K$392.9K+$8.2K2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED4,3754,498-123-3%$394.8K$392.7K-$2.1K2026-10-09
Milestone Asset Management Group, LLC
UNCHANGED4,2814,28100%$376.2K$384.3K+$8.0K2026-10-20
Tortuga Wealth Management, Inc
NEW4,243—+4,243——$381.1K—2026-10-27
Integrated Advisors Network LLC
DECREASED4,2214,565-344-8%$401.2K$378.8K-$22.4K2026-10-20
Orange Investment Advisors, Inc.
DECREASED4,1784,217-39-1%$370.6K$375.0K+$4.4K2026-10-23
Legacy Capital Wealth Partners, LLC
NEW4,172—+4,172——$374.5K—2026-10-21
Successful Portfolios LLC
INCREASED4,1594,089+70+2%$362.7K$379.3K+$16.6K2026-10-09
Kesler, Norman & Wride, LLC
DECREASED4,1444,314-170-4%$379.0K$372.0K-$7.1K2026-11-06
Schulz Wealth, Ltd.
DECREASED4,1264,127-10%$362.7K$370.4K+$7.7K2026-11-03
Howard Capital Management Group, LLC
DECREASED4,1214,396-275-6%$386.3K$369.9K-$16.4K2026-10-16
Krilogy Financial LLC
NEW4,109—+4,109——$376.3K—2026-10-13
TCP Asset Management, LLC
DECREASED4,0955,112-1,017-20%$449.2K$371.0K-$78.2K2026-10-14
Certified Advisory Corp
DECREASED4,0904,092-20%$359.6K$367.1K+$7.5K2026-10-29
Huntleigh Advisors, Inc.
DECREASED4,0804,254-174-4%$373.8K$366.2K-$7.6K2026-11-03
Evolution Wealth Advisors, LLC
NEW4,071—+4,071——$365.4K—2026-11-03
James T. Borello RIA
INCREASED4,0543,928+126+3%$345.2K$363.9K+$18.7K2026-10-16
Buck Wealth Strategies, LLC
INCREASED4,0403,722+318+9%$327.1K$362.7K+$35.5K2026-10-28
Opus Capital Group, LLC
UNCHANGED4,0354,03500%$355.0K$362-$354.6K2026-10-30
Bluedoor Private Wealth, LLC
DECREASED4,0324,372-340-8%$384.2K$361.9K-$22.3K2026-11-05
Amara Financial, Llc.
INCREASED4,0114,006+5+0%$352.0K$360.1K+$8.0K2026-11-09
Balboa Wealth Partners
INCREASED4,0043,827+177+5%$336.3K$359.4K+$23.1K2026-10-20
Signaturefd, LLC
INCREASED3,9883,947+41+1%$346.9K$358.0K+$11.1K2026-10-23
JFS Wealth Advisors, LLC
INCREASED3,9813,976+5+0%$349.4K$357.3K+$8.0K2026-11-03
Winthrop Advisory Group LLC
INCREASED3,9802,708+1,272+47%$238.0K$357.2K+$119.2K2026-10-22
New Harbor Financial Group, LLC
INCREASED3,9533,344+609+18%$293.9K$354.8K+$61.0K2026-10-22
Choreo, LLC
INCREASED3,9493,123+826+26%$274.4K$354.4K+$80.0K2026-10-28
Platform Technology Partners
DECREASED3,9354,197-262-6%$368.9K$353.2K-$15.6K2026-11-02
Dagco, Inc.
INCREASED3,9193,863+56+1%$339.5K$351.8K+$12.3K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED3,8723,521+351+10%$309.4K$347.6K+$38.1K2026-10-29
Parkside Financial Bank & Trust
INCREASED3,8602,891+969+34%$254.1K$346.4K+$92.4K2026-10-27
Abundance Wealth Counselors
DECREASED3,8524,986-1,134-23%$438.2K$345.8K-$92.4K2026-10-26
Global Financial Private Client, LLC
DECREASED3,8173,857-40-1%$339.0K$342.6K+$3.7K2026-10-15
Brown, Lisle Ings, Inc.
INCREASED3,7773,255+522+16%$286.0K$339.0K+$53.0K2026-10-16
Fourpath Capital Management, LLC
INCREASED3,7663,364+402+12%$295.6K$338.0K+$42.4K2026-10-19
Monograph Wealth Advisors, LLC
UNCHANGED3,7463,74600%$329.2K$336.2K+$7.0K2026-11-09
FF Advisors,LLC
UNCHANGED3,7383,73800%$328.5K$335.5K+$7.0K2026-10-21
Boomfish Wealth Group, LLC
INCREASED3,7263,067+659+21%$269.5K$334.4K+$64.9K2026-10-22
Networth Advisors, LLC
DECREASED3,6594,441-782-18%$390.2K$328.4K-$61.8K2026-11-03
Foguth Wealth Management, Llc.
INCREASED3,6552,410+1,245+52%$210.5K$328.3K+$117.8K2026-10-19
KPP Advisory Services LLC
DECREASED3,64311,265-7,622-68%$990.0K$327.0K-$663.0K2026-10-26
Plan Group Financial, LLC
INCREASED3,6333,623+10+0%$318.4K$328.9K+$10.5K2026-10-22
Centennial Bank
UNCHANGED3,6233,62300%$318.4K$325.2K+$6.8K2026-11-09
Plan A Wealth LLC
DECREASED3,5714,145-574-14%$364.3K$320.5K-$43.7K2026-10-08
Asset Advisors Investment Management, LLC
UNCHANGED3,5493,54900%$311.9K$318.6K+$6.7K2026-10-19
Unique Wealth, LLC
NEW3,546—+3,546——$318.3K—2026-10-16
Clark Asset Management, LLC
DECREASED3,5313,675-144-4%$322.9K$317.0K-$6.0K2026-10-19
Traphagen Investment Advisors LLC
INCREASED3,5243,186+338+11%$280.0K$316.3K+$36.3K2026-10-14
Shotwell Rutter Baer Inc
INCREASED3,5033,250+253+8%$285.6K$314.4K+$28.8K2026-10-14
Magnus Financial Group LLC
NEW3,501—+3,501——$314.3K—2026-10-21
One Wealth Capital Management, LLC
DECREASED3,4634,032-569-14%$354.3K$310.8K-$43.5K2026-10-23
Pacific Park Financial, Inc.
DECREASED3,4383,848-410-11%$338.2K$308.6K-$29.6K2026-10-13
Lakeshore Financial Planning, Inc.
UNCHANGED3,4263,42600%$301.1K$307.5K+$6.4K2026-10-13
Wesbanco Bank Inc
INCREASED3,4243,314+110+3%$291.2K$307.3K+$16.1K2026-11-04
Forum Financial Management, LP
NEW3,423—+3,423——$307.3K—2026-10-16
Wrenne Financial Planning LLC
UNCHANGED3,4193,41900%$300.5K$306.9K+$6.4K2026-10-30
PDS Planning, Inc
NEW3,418—+3,418——$306.8K—2026-11-03
Seelaus Asset Management LLC
INCREASED3,3953,386+9+0%$297.6K$304.8K+$7.2K2026-10-14
First City Capital Management, Inc.
NEW3,386—+3,386——$303.9K—2026-10-27
Hantz Financial Services, Inc.
INCREASED3,3661,450+1,916+132%$127.0K$302-$126.7K2026-11-09
Oakwell Private Wealth Management, LLC
INCREASED3,3482,539+809+32%$223.1K$300.6K+$77.4K2026-11-06
Accel Wealth Management
INCREASED3,3483,227+121+4%$283.6K$300.5K+$16.9K2026-10-13
Eclectic Associates Inc
NEW3,346—+3,346——$300.3K—2026-10-09
Entrewealth, LLC
NEW3,335—+3,335——$299.4K—2026-10-14
RPS Advisory Solutions LLC
NEW3,330—+3,330——$298.9K—2026-11-09
Chesley Taft & Associates LLC
INCREASED3,3283,025+303+10%$265.8K$298.7K+$32.9K2026-10-13
Lee Financial Co
DECREASED3,3267,276-3,950-54%$639.4K$298.5K-$340.9K2026-10-16
Brown Wealth Management, LLC
INCREASED3,3123,090+222+7%$271.5K$297.3K+$25.8K2026-10-20
Rockline Wealth Management, LLC
INCREASED3,2882,914+374+13%$256.1K$295.1K+$39.1K2026-10-26
Oak Wealth Advisors LLC
NEW3,265—+3,265——$293.1K—2026-11-09
McAdam, LLC
DECREASED3,2445,583-2,339-42%$490.6K$291.1K-$199.5K2026-10-21
Box Hill Private Wealth LLC
INCREASED3,2163,207+9+0%$281.8K$288.6K+$6.8K2026-10-05
Mid-American Wealth Advisory Group, Inc.
NEW3,210—+3,210——$288.1K—2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW3,201—+3,201——$287.8K—2026-10-15
Fusion Family Wealth, LLC
UNCHANGED3,1903,19000%$280.3K$286.3K+$6.0K2026-11-02
Guyasuta Investment Advisors Inc
INCREASED3,1783,175+3+0%$279.0K$285.3K+$6.3K2026-10-15
Kendall Capital Management
INCREASED3,1592,768+391+14%$243.3K$283.6K+$40.3K2026-10-23
Team Financial Group, LLC
NEW3,149—+3,149——$282.7K—2026-10-30
Tompkins Financial Corp
DECREASED3,1463,261-115-4%$286.6K$282.4K-$4.2K2026-10-05
Blue Line Capital, LLC / IL
DECREASED3,1163,372-256-8%$296.3K$279.7K-$16.6K2026-11-04
Freestone Capital Holdings, LLC
DECREASED3,0945,850-2,756-47%$514.1K$277.7K-$236.4K2026-11-09
Trust Co of Vermont
INCREASED3,0812,332+749+32%$204.9K$276.6K+$71.6K2026-10-21
Penbrook Management LLC
UNCHANGED3,0753,07500%$270.2K$276.0K+$5.8K2026-10-16
Optivise Advisory Services LLC
UNCHANGED3,0673,06700%$269.5K$275.3K+$5.8K2026-10-19
South Shore Capital Advisors
NEW3,059—+3,059——$274.6K—2026-10-20
Aaron Wealth Advisors LLC
UNCHANGED3,0553,05500%$268.5K$274.2K+$5.7K2026-10-13
AJ Advisors, LLC
DECREASED3,0514,755-1,704-36%$417.9K$273.8K-$144.0K2026-10-29
Parsons Capital Management Inc
INCREASED3,0443,014+30+1%$264.9K$273.2K+$8.4K2026-10-28
Glenview Trust Co
DECREASED3,0233,266-243-7%$287.0K$271.3K-$15.7K2026-10-28
Essex Bank
INCREASED3,0062,818+188+7%$247.6K$269.8K+$22.2K2026-10-16
Regions Financial Corp
DECREASED3,0003,934-934-24%$345.7K$269.3K-$76.4K2026-11-05
Pictet North America Advisors SA
DECREASED3,0003,362-362-11%$295.5K$269.3K-$26.2K2026-10-21
Nova Financial LLC
NEW2,985—+2,985——$267.9K—2026-11-04
Moller Wealth Partners
UNCHANGED2,9842,98400%$262.2K$267.8K+$5.6K2026-10-15
Opal Wealth Advisors, LLC
NEW2,971—+2,971——$266.7K—2026-10-16
Point Windward Advisors Inc.
DECREASED2,9412,994-53-2%$263.1K$264.0K+$8712026-11-06
City Center Advisors, LLC
INCREASED2,9352,856+79+3%$251.0K$263.4K+$12.5K2026-10-08
Crescent Grove Advisors, LLC
UNCHANGED2,9292,92900%$257.4K$262.9K+$5.5K2026-10-21
Kaydan Wealth Management, Inc.
DECREASED2,8762,926-50-2%$257.1K$258.2K+$1.0K2026-10-08
Hippocratic Financial Advisors, LLC
DECREASED2,8592,860-10%$251.3K$256.6K+$5.2K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED2,8572,85700%$251.1K$256.4K+$5.4K2026-10-21
Next Level Private LLC
INCREASED2,8532,537+316+12%$223.0K$256.1K+$33.1K2026-10-20
Cypress Capital Management LLC (WY)
DECREASED2,8512,990-139-5%$262.8K$255.9K-$6.9K2026-11-09
AlTi Global, Inc.
INCREASED2,8182,811+7+0%$247.1K$252.9K+$5.8K2026-11-09
Financial Consulate, Inc
DECREASED2,8113,169-358-11%$278.5K$252.3K-$26.1K2026-10-23
Wealth Preservation Advisors, LLC
NEW2,810—+2,810——$252.2K—2026-11-05
Edgemoor Investment Advisors, Inc.
UNCHANGED2,7992,79900%$246.0K$251.2K+$5.3K2026-11-03
Green Ridge Wealth Planning LLC
DECREASED2,7803,429-649-19%$301.3K$249.5K-$51.8K2026-10-08
Fagan Associates, Inc.
UNCHANGED2,7592,75900%$242.5K$247.6K+$5.2K2026-10-13
Baring Financial LLC
INCREASED2,7562,421+335+14%$212.8K$247.4K+$34.6K2026-10-07
Princeton Global Asset Management LLC
DECREASED2,7212,997-276-9%$263.4K$244.2K-$19.1K2026-10-21
Strathmore Capital Advisors, Inc.
NEW2,689—+2,689——$232.8K—2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED2,6752,495+180+7%$219.3K$240.1K+$20.8K2026-10-23
Cypress Capital Group
UNCHANGED2,6742,67400%$235.0K$240.0K+$5.0K2026-11-03
Pinkerton Wealth, LLC
NEW2,669—+2,669——$239.6K—2026-10-29
True Freedom Investing, LLC
NEW2,669—+2,669——$239.6K—2026-10-29
Sage Mountain Advisors LLC
INCREASED2,6552,652+3+0%$233.1K$238.3K+$5.2K2026-11-02
CogentBlue Wealth Advisors, LLC
DECREASED2,6252,796-171-6%$245.7K$235.6K-$10.1K2026-10-09
MFA Wealth Services
INCREASED2,6192,612+7+0%$229.6K$235.1K+$5.5K2026-10-14
Great Waters Wealth Management
INCREASED2,6182,617+1+0%$230.0K$235.0K+$5.0K2026-10-07
Lane Brothers & Co Inc
DECREASED2,6077,852-5,245-67%$690.1K$234.0K-$456.1K2026-11-02
Broussard Financial Group LLC
DECREASED2,5962,648-52-2%$232.7K$233.0K+$3112026-10-26
Roble, Belko & Company, Inc
NEW2,595—+2,595——$233—2026-11-09
Linscomb Wealth, Inc.
DECREASED2,5913,056-465-15%$268.6K$232.6K-$36.0K2026-11-05
Florida Trust Wealth Management Co
UNCHANGED2,5812,58100%$226.8K$231.7K+$4.9K2026-11-05
Signature Equity Partners, LLC
DECREASED2,5794,083-1,504-37%$358.8K$231.5K-$127.3K2026-10-29
Kingsman Wealth Management, Inc.
DECREASED2,5762,693-117-4%$236.7K$231.2K-$5.5K2026-10-13
Global Trust Wealth Management LLC
DECREASED2,5592,715-156-6%$238.6K$229.7K-$8.9K2026-10-14
Curated Wealth Partners LLC
NEW2,546—+2,546——$228.5K—2026-10-15
OFS Enterprise LLC
UNCHANGED2,5462,54600%$223.7K$228.5K+$4.8K2026-10-16
Salomon & Ludwin, LLC
INCREASED2,5242,248+276+12%$197.3K$226.6K+$29.2K2026-10-29
Brian LOW Financial Group, LLC
DECREASED2,5152,900-385-13%$254.9K$225.8K-$29.1K2026-10-28
Finer Wealth Management, Inc.
UNCHANGED2,4862,48600%$218.5K$223.1K+$4.7K2026-10-16
Stonebridge Financial Group, LLC
DECREASED2,4715,189-2,718-52%$456.0K$221.8K-$234.2K2026-10-01
Greenup Street Wealth Management LLC
INCREASED2,4672,281+186+8%$200.5K$221.4K+$21.0K2026-10-28
Strid Group, LLC
DECREASED2,4672,536-69-3%$222.9K$221.4K-$1.4K2026-10-28
XML Financial, LLC
NEW2,453—+2,453——$220.2K—2026-10-29
Everhart Financial Group, Inc.
DECREASED2,4512,911-460-16%$255.8K$220.0K-$35.8K2026-10-08
Radnor Capital Management, LLC
NEW2,447—+2,447——$219.6K—2026-10-23
Breakwater Investment Management
DECREASED2,4362,580-144-6%$226.7K$218.7K-$8.1K2026-10-20
Investment Research Partners LLC
NEW2,429—+2,429——$218.0K—2026-10-19
Francis Financial, Inc.
NEW2,424—+2,424——$217.6K—2026-11-09
Apex Wealth Management, LLC
INCREASED2,4172,414+3+0%$212.2K$217.0K+$4.8K2026-10-20
GC Wealth Management RIA, LLC
INCREASED2,4142,334+80+3%$205.1K$216.7K+$11.7K2026-11-02
1620 Investment Advisors, Inc.
NEW2,401—+2,401——$215.5K—2026-11-04
Ledyard National Bank
INCREASED2,4002,360+40+2%$207.4K$215.4K+$8.0K2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED2,4002,40000%$210.9K$215.4K+$4.5K2026-10-14
King Wealth Management Group
NEW2,380—+2,380——$214—2026-11-09
Members Wealth LLC
INCREASED2,3732,292+81+4%$201.4K$217.0K+$15.6K2026-10-20
Single Point Partners, LLC
DECREASED2,3692,407-38-2%$211.5K$212.6K+$1.1K2026-10-19
Price Financial Group Wealth Management, Inc
NEW2,367—+2,367——$216.6K—2026-11-02
Alliance Wealth Advisors, LLC
NEW2,366—+2,366——$212.4K—2026-10-14
Sage Financial Management Group, Inc.
UNCHANGED2,3502,35000%$206.5K$210.9K+$4.4K2026-11-06
Optas, LLC
UNCHANGED2,3302,33000%$204.8K$209.1K+$4.4K2026-11-09
Foster Victor Wealth Advisors, LLC
NEW2,328—+2,328——$210.0K—2026-10-21
Teamwork Financial Advisors, LLC
DECREASED2,31326,172-23,859-91%$2.3M$207.7K-$2.1M2026-10-19
Sugar Maple Asset Management, LLC
UNCHANGED2,2902,29000%$201.2K$205.6K+$4.3K2026-10-13
Angeles Wealth Management, LLC
UNCHANGED2,2842,28400%$200.7K$205.0K+$4.3K2026-10-26
Partners Wealth Management, LLC
NEW2,274—+2,274——$204.1K—2026-10-28
One Way Holdings LLC
NEW2,267—+2,267——$203.5K—2026-10-29
Blueline Advisors LLC
INCREASED2,2562,082+174+8%$183.0K$202.5K+$19.5K2026-10-15
Zenith Solutions, Inc.
NEW2,246—+2,246——$201.6K—2026-10-19
Legacy Financial Strategies, LLC
NEW2,244—+2,244——$201.4K—2026-10-15
Bullock Wealth Management Group
DECREASED2,2012,217-16-1%$194.6K$197.9K+$3.3K2026-10-09
Phillips Financial Management, LLC
UNCHANGED2,1392,13900%$188.0K$192.0K+$4.0K2026-10-19
Walsh & Associates, LLC
DECREASED2,0792,178-99-5%$191.4K$186.6K-$4.8K2026-11-09
Central Trust Co
DECREASED2,0123,384-1,372-41%$297.4K$180.6K-$116.8K2026-11-05
Balance Wealth Partners LLC
NEW1,954—+1,954——$175.4K—2026-10-27
UMB Private Wealth Management, LLC
NEW1,849—+1,849——$166.0K—2026-10-19
Quent Capital, LLC
DECREASED1,8321,846-14-1%$162.2K$158.6K-$3.7K2026-11-09
Wilkerson Advisory Group LLC
DECREASED1,8312,075-244-12%$182.4K$164.4K-$18.1K2026-10-20
Lowe Brockenbrough & Co Inc
INCREASED1,7421,242+500+40%$109.1K$156.4K+$47.2K2026-11-09
Zions Bancorporation, National Association
UNCHANGED1,7201,72000%$151.2K$154.4K+$3.2K2026-11-06
Winthrop Capital Management, LLC
UNCHANGED1,6501,65000%$145.0K$148.1K+$3.1K2026-11-05
Chilton Capital Management LLC
INCREASED1,6251,229+396+32%$108.0K$145.9K+$37.9K2026-10-28
Gamma Investing LLC
INCREASED1,5371,305+232+18%$114.7K$138.0K+$23.3K2026-10-08
Strive Financial Group,LLC
INCREASED1,525408+1,117+274%$35.9K$136.9K+$101.0K2026-11-09
Indiana Trust & Investment Management Co
DECREASED1,5001,850-350-19%$162.6K$134.6K-$27.9K2026-10-22
Darwin Wealth Management, LLC
INCREASED1,4901,488+2+0%$130.8K$133.8K+$3.0K2026-11-09
RMG Wealth Management LLC
INCREASED1,463959+504+53%$87.2K$131.3K+$44.1K2026-10-26
Signature Resources Capital Management, LLC
DECREASED1,4471,452-50%$127.6K$129.9K+$2.3K2026-10-16
Toth Financial Advisory Corp
DECREASED1,4311,928-497-26%$169.4K$128.5K-$41.0K2026-10-08
Nfsg Corp
INCREASED1,4241,423+1+0%$125.0K$127.9K+$2.8K2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED1,3591,559-200-13%$137.0K$121.9K-$15.0K2026-11-03
Beacon Financial Strategies Corp
NEW1,315—+1,315——$118.0K—2026-10-14
UMB Bank, n.a.
UNCHANGED1,2961,29600%$113.9K$116.3K+$2.4K2026-11-06
Harbor Asset Planning, Inc.
INCREASED1,2011,198+3+0%$105.3K$107.8K+$2.5K2026-10-23
Planning Strategies Inc.
UNCHANGED1,2001,20000%$105.5K$107.7K+$2.3K2026-10-02
Clearstead Trust, LLC
INCREASED1,1801,169+11+1%$102.7K$105.9K+$3.2K2026-11-06
Meramec Financial Planners, LLC
UNCHANGED1,1771,17700%$102.4K$101.9K-$5062026-11-09
TFC Financial Management, Inc.
UNCHANGED1,1301,13000%$99.3K$101.4K+$2.1K2026-10-26
Centerpoint Advisors, LLC
UNCHANGED1,1191,11900%$98.0K$100-$97.9K2026-11-05
Elevation Wealth Partners, LLC
DECREASED1,0981,276-178-14%$112.1K$98.6K-$13.5K2026-10-07
Harbor Investment Advisory, LLC
DECREASED1,0851,091-6-1%$95.9K$97.4K+$1.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,0541,05400%$92.6K$94.6K+$2.0K2026-10-07
Align Financial, LLC
UNCHANGED94894800%$83.3K$85.1K+$1.8K2026-10-16
CX Institutional
DECREASED9361,512-576-38%$133$84-$492026-10-02
Winch Advisory Services, LLC
INCREASED927924+3+0%$81.2K$83.2K+$2.0K2026-11-06
Smithfield Trust Co
UNCHANGED92492400%$82.0K$82-$81.9K2026-11-09
United Community Bank
INCREASED916500+416+83%$43.9K$82.2K+$38.3K2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED91391300%$80.2K$82.0K+$1.7K2026-10-05
Frankly Finances, LLC
UNCHANGED84284200%$74.0K$75.6K+$1.6K2026-10-28
Highland Investment Advisors LLC
INCREASED777327+450+138%$28.7K$69.8K+$41.1K2026-11-09
NorthAvenue LLC
UNCHANGED77777700%$68.3K$69.7K+$1.5K2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED76676600%$67.3K$68.8K+$1.4K2026-10-22
North Star Investment Management Corp.
INCREASED591589+2+0%$51.8K$53.0K+$1.2K2026-10-27
Caldwell Sutter Capital, Inc.
UNCHANGED58958900%$51.8K$52.9K+$1.1K2026-11-09
TrustBank
UNCHANGED58258200%$51.1K$52.2K+$1.1K2026-10-20
Pacifica Partners Inc.
UNCHANGED58058000%$50.8K$52.2K+$1.3K2026-10-09
Thompson Investment Management, Inc.
UNCHANGED56856800%$49.9K$51.0K+$1.1K2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED55955900%$49.1K$50.2K+$1.1K2026-10-27
Strategic Advocates LLC
INCREASED553463+90+19%$40.7K$49.6K+$8.9K2026-11-03
Trust Co
UNCHANGED51851800%$45.5K$46.5K+$9742026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED51551500%$45.3K$46.2K+$9682026-10-23
Ashton Thomas Securities, LLC
UNCHANGED48748700%$42.8K$43.7K+$9152026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED47447400%$41.7K$42.5K+$8912026-10-16
Highline Wealth Partners LLC
DECREASED470653-183-28%$57.4K$42.2K-$15.2K2026-10-19
Register Financial Advisors LLC
INCREASED44682+364+444%$7.2K$40.0K+$32.8K2026-10-23
Valued Wealth Advisors LLC
UNCHANGED43343300%$38.1K$38.9K+$8142026-11-05
StrongBox Wealth, LLC
UNCHANGED43243200%$38.0K$38.8K+$8122026-11-02
Investment Research & Advisory Group, Inc.
UNCHANGED43043000%$37.8K$38.6K+$8092026-10-19
Blue Trust, Inc.
INCREASED429286+143+50%$25.1K$38.5K+$13.3K2026-10-15
Main Street Group, LTD
UNCHANGED38638600%$33.9K$34.7K+$7262026-10-28
Cdkv Holdings LLC
UNCHANGED37837800%$33.2K$33.9K+$7112026-10-28
Wagner Wealth Management, LLC
INCREASED349269+80+30%$23.6K$31.3K+$7.7K2026-10-21
Mcdonald Partners LLC
NEW333—+333——$29.9K—2026-11-03
Carolina Wealth Advisors, LLC
NEW329—+329——$29.5K—2026-10-23
SYM Financial Corp
NEW305—+305——$27.4K—2026-10-26
Gables Capital Management Inc.
UNCHANGED30230200%$26.5K$27.1K+$5682026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED30030000%$26.4K$26.9K+$5642026-10-22
Prudent Man Investment Management, Inc.
NEW294—+294——$26.4K—2026-11-03
Ashurst Perkins Coie Trust Co
NEW288—+288——$25.9K—2026-10-15
Cassaday & Co Wealth Management LLC
NEW275—+275——$24.7K—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED27027000%$23.7K$24.2K+$5082026-10-16
Eastern Bank
INCREASED25397+156+161%$8.5K$22.7K+$14.2K2026-10-05
Yankcom Partnership
INCREASED245127+118+93%$11.2K$22.0K+$10.8K2026-10-15
SJS Investment Consulting Inc.
INCREASED238233+5+2%$20.5K$21.4K+$8862026-10-26
Rakuten Securities, Inc.
INCREASED225185+40+22%$16.3K$20.2K+$3.9K2026-11-02
Community Financial Services Group, LLC
UNCHANGED22022000%$19.3K$19.8K+$4732026-10-15
Mowery & Schoenfeld Wealth Management, LLC
NEW218—+218——$19.6K—2026-10-28
Pacific Center for Financial Services
UNCHANGED21221200%$18.6K$19.0K+$3992026-10-15
Hilton Head Capital Partners, LLC
DECREASED209211-2-1%$18.5K$18.8K+$2172026-10-23
Sima Wealth Partners, LLC
UNCHANGED20420400%$17.9K$18.3K+$3842026-10-19
GHP Investment Advisors, Inc.
UNCHANGED19619600%$17.2K$17.6K+$3682026-10-15
Godsey & Gibb, Inc
NEW195—+195——$17.5K—2026-10-14
Roxbury Financial LLC
UNCHANGED18818800%$16.5K$16.9K+$3982026-10-01
Acumen Wealth Advisors, LLC
INCREASED17693+83+89%$8.2K$15.8K+$7.6K2026-11-05
Oakworth Capital, Inc.
DECREASED172176-4-2%$15.5K$15.4K-$232026-10-26
EPG Wealth Management LLC
UNCHANGED16416400%$14.4K$14.7K+$3092026-11-03
Bfsg, LLC
DECREASED160205-45-22%$18.0K$14.4K-$3.7K2026-10-30
Fiduciary Advisors, Inc.
UNCHANGED15215200%$13.4K$13.7K+$2872026-10-16
Markowski Investments
INCREASED151150+1+1%$13.2K$13.5K+$3142026-10-30
Tradewinds Capital Management, LLC
INCREASED143133+10+8%$11.7K$12.8K+$1.2K2026-10-23
New England Capital Financial Advisors LLC
DECREASED140151-11-7%$13.3K$12.5K-$7592026-11-03
Mosley Wealth Management
UNCHANGED13313300%$11.7K$12.1K+$3942026-10-16
Olistico Wealth, LLC
NEW128—+128——$11.5K—2026-10-05
Horizon Financial Services, LLC
INCREASED12198+23+23%$8.6K$10.9K+$2.3K2026-11-04
Birch Financial Group, LLC
NEW107—+107——$9.6K—2026-10-27
Rothwell Investment Advisors, LLC
NEW103—+103——$9.3K—2026-11-06
American Capital Advisory, LLC
NEW98—+98——$8.8K—2026-10-28
Sfam, LLC
UNCHANGED989800%$8.6K$8.8K+$1842026-11-03
NBT Bank, N.A.
INCREASED9047+43+91%$4.1K$8.1K+$3.9K2026-10-21
Avion Wealth
UNCHANGED868600%$7$7$02026-11-04
Clayton Financial Group LLC
NEW80—+80——$7.2K—2026-10-13
Birchbrook, Inc.
UNCHANGED767600%$6.7K$6.8K+$1432026-10-14
Wolff Wiese Magana LLC
NEW67—+67——$6.0K—2026-10-15
Duncker Streett & Co Inc
NEW64—+64——$5.7K—2026-10-27
Beacon Investment Advisory Services, Inc.
NEW60—+60——$5.3K—2026-10-13
Farmers & Merchants Investments Inc
DECREASED55916-861-94%$80.5K$4.9K-$75.6K2026-10-22
First Horizon Corp
UNCHANGED535300%$4.7K$4.8K+$992026-10-26
Birchwood Financial Partners, Inc.
NEW49—+49——$4.4K—2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED484800%$4.2K$4.3K+$902026-10-23
Bay Harbor Wealth Management, LLC
UNCHANGED404000%$3.5K$3.6K+$752026-11-03
First Pacific Financial
NEW35—+35——$3.1K—2026-10-14
Fairway Wealth LLC
INCREASED2920+9+45%$1.8K$2.6K+$8452026-10-30
Glass Jacobson Investment Advisors llc
INCREASED2824+4+17%$2.1K$2.5K+$4092026-10-26
Meriwether Wealth & Planning, LLC
NEW26—+26——$2.3K—2026-10-13
Proathlete Wealth Management LLC
UNCHANGED242400%$2.1K$2.2K+$512026-10-15
DB Fitzpatrick & Co, Inc
INCREASED2112+9+75%$1.1K$1.9K+$8302026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED212100%$2$2$02026-10-14
Davis Capital Management
UNCHANGED212100%$1.8K$1.9K+$402026-10-08
RHL Group, LLC
DECREASED181,302-1,284-99%$114.6K$1.6K-$112.9K2026-11-04
MTM Investment Management, LLC
UNCHANGED141400%$1.2K$1.3K+$272026-10-30
DeDora Capital, Inc.
NEW10—+10——$898—2026-10-26
Versant Capital Management, Inc
UNCHANGED101000%$837$857+$202026-10-02
DecisionPoint Financial, LLC
NEW9—+9——$810—2026-10-27
Quaker Wealth Management, LLC
UNCHANGED9900%$791$808+$172026-10-22
Dogwood Wealth Management LLC
UNCHANGED7700%$615$628+$132026-11-09
Noble Wealth Management PBC
NEW3—+3——$269—2026-10-01
West Paces Advisors Inc.
NEW3—+3——$269—2026-10-13
NBH Bank
UNCHANGED3300%$264$269+$52026-11-05
Elyxium Wealth, LLC
NEW1—+1——$90—2026-10-27
Turtle Creek Wealth Advisors, LLC
DECREASED11,107-1,106-100%$97.3K$86-$97.2K2026-10-15
Global Assets Advisory, LLC
CLOSED034,223-34,223-100%$3.0M$0-$3.0M2026-10-28
Squarepoint Ops LLC
CLOSED032,669-32,669-100%$2.9M$0-$2.9M2026-11-09
VCI Wealth Management LLC
CLOSED025,718-25,718-100%$2.3M$0-$2.3M2026-10-29
Simon Quick Advisors, LLC
CLOSED09,942-9,942-100%$873.7K$0-$873.7K2026-10-26
Unify Financial Advisors
CLOSED09,886-9,886-100%$868.8K$0-$868.8K2026-11-03
Jefferies Financial Group Inc.
CLOSED07,462-7,462-100%$655.8K$0-$655.8K2026-11-05
B. Riley Wealth Advisors, Inc.
CLOSED05,539-5,539-100%$482.9K$0-$482.9K2026-10-13
Ferguson Wellman Capital Management, Inc
CLOSED05,170-5,170-100%$454.3K$0-$454.3K2026-10-05
Oppenheimer & Co Inc
CLOSED04,779-4,779-100%$420.0K$0-$420.0K2026-10-26
Lodestar Private Asset Management LLC
CLOSED04,572-4,572-100%$401.8K$0-$401.8K2026-10-26
Marathon Mission, Inc.
CLOSED04,398-4,398-100%$386.5K$0-$386.5K2026-10-01
ProVise Management Group, LLC
CLOSED03,860-3,860-100%$339.2K$0-$339.2K2026-11-06
WBI Investments, LLC
CLOSED03,450-3,450-100%$303.2K$0-$303.2K2026-11-05
Compass Financial Group, Inc
CLOSED03,085-3,085-100%$271.1K$0-$271.1K2026-10-13
Y-Intercept (Hong Kong) Ltd
CLOSED02,823-2,823-100%$248.1K$0-$248.1K2026-10-16
Strong Tower Advisory Services
CLOSED02,724-2,724-100%$239.4K$0-$239.4K2026-10-13
Crusonia Wealth Advisors LLC
CLOSED02,648-2,648-100%$232.7K$0-$232.7K2026-10-26
Williams Jones Wealth Management, Llc.
CLOSED02,602-2,602-100%$228.7K$0-$228.7K2026-11-05
JB Capital LLC
CLOSED02,433-2,433-100%$213.8K$0-$213.8K2026-10-19
Center For Asset Management LLC
CLOSED02,385-2,385-100%$209.6K$0-$209.6K2026-10-16
Higgins & Schmidt Wealth Strategies LLC
CLOSED02,364-2,364-100%$207.7K$0-$207.7K2026-10-26
Robinswood Financial LLC
CLOSED01,941-1,941-100%$170.7K$0-$170.7K2026-10-20
Tsfg, LLC
CLOSED01,816-1,816-100%$160.0K$0-$160.0K2026-10-23
Wellington Grp LLC
CLOSED01,590-1,590-100%$121.7K$0-$121.7K2026-11-06
Tucker Asset Management LLC
CLOSED01,501-1,501-100%$131.9K$0-$131.9K2026-10-29
LifeSteps Financial, Inc.
CLOSED01,490-1,490-100%$130.9K$0-$130.9K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,166-1,166-100%$102.5K$0-$102.5K2026-10-14
Simplex Trading, LLC
CLOSED01,082-1,082-100%$95.1K$0-$95.1K2026-11-04
Country Trust Bank
CLOSED01,077-1,077-100%$94.6K$0-$94.6K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0859-859-100%$75.5K$0-$75.5K2026-10-26
Torren Management, LLC
CLOSED0824-824-100%$72.4K$0-$72.4K2026-10-29
MassMutual Private Wealth & Trust, FSB
CLOSED0750-750-100%$65.9K$0-$65.9K2026-10-05
Commonwealth Retirement Investments LLC
CLOSED0728-728-100%$64.0K$0-$64.0K2026-10-26
Salem Investment Counselors Inc
CLOSED0563-563-100%$49.5K$0-$49.5K2026-10-13
Heritage Wealth Advisors
CLOSED0493-493-100%$43.3K$0-$43.3K2026-11-09
MCF Advisors LLC
CLOSED0216-216-100%$19.0K$0-$19.0K2026-10-28
Park Square Financial Group, LLC
CLOSED0145-145-100%$12.7K$0-$12.7K2026-11-09
Smallwood Wealth Investment Management, LLC
CLOSED052-52-100%$4.6K$0-$4.6K2026-10-30
Gilpin Wealth Management, LLC
CLOSED050-50-100%$4.4K$0-$4.4K2026-10-09
Maseco LLP
CLOSED02-2-100%$176$0-$1762026-10-27
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.4M$3.7M+$1.3M2026-10-29
Jones Financial Companies Lllp
N/A—169,823,143-169,823,143-100%$14.6B———
Betterment LLC
N/A—97,881,145-97,881,145-100%$8.6B———
JPMorgan Chase & Co
N/A—67,717,904-67,717,904-100%$5.9B———
USS Investment Management Ltd
N/A—66,398,232-66,398,232-100%$5.8B———
Bank of America Corp
N/A—54,715,109-54,715,109-100%$4.8B———
Marshall Wace, LLP
N/A—46,869,324-46,869,324-100%$4.1B———
Allianz Asset Management GmbH
N/A—46,223,571-46,223,571-100%$4.1B———
Envestnet Asset Management Inc
N/A—22,699,990-22,699,990-100%$2.0B———
Walleye Capital LLC
N/A—20,509,091-20,509,091-100%$1.8B———
Goldman Sachs Group Inc
N/A—20,075,136-20,075,136-100%$1.8B———
Morgan Stanley
N/A—18,891,230-18,891,230-100%$1.7B———
Ossiam
N/A—11,761,208-11,761,208-100%$1.0B———
Invesco Ltd.
N/A—10,604,422-10,604,422-100%$931.9M———
OneDigital Investment Advisors LLC
N/A—10,309,495-10,309,495-100%$906.0M———
Nissay Asset Management Corp N
N/A—9,989,832-9,989,832-100%$877.9M———
Wells Fargo & Company
N/A—9,061,484-9,061,484-100%$796.3M———
Royal Bank of Canada
N/A—8,500,233-8,500,233-100%$747.0M———
Osaic Holdings, Inc.
N/A—7,781,306-7,781,306-100%$683.9M———
Clark Capital Management Group, Inc.
N/A—7,587,760-7,587,760-100%$666.8M———
Ameriprise Financial Inc
N/A—6,137,684-6,137,684-100%$539.2M———
Raymond James Financial Inc
N/A—6,135,519-6,135,519-100%$539.2M———
TIG Advisors, LLC
N/A—5,976,701-5,976,701-100%$525.6M———
Private Advisor Group, LLC
N/A—5,956,478-5,956,478-100%$523.5M———
Main Management Fund Advisors LLC
N/A—5,915,320-5,915,320-100%$519.8M———
Northwestern Mutual Wealth Management Co
N/A—5,860,444-5,860,444-100%$515.0M———
Wealthspire Advisors, LLC
N/A—5,799,266-5,799,266-100%$509.6M———
Advocacy Wealth Management, LLC
N/A—5,775,658-5,775,658-100%$507.6M———
Cetera Investment Advisers
N/A—5,223,357-5,223,357-100%$459.0M———
Advance Capital Management, Inc.
N/A—5,164,150-5,164,150-100%$453.8M———
Composition Wealth, LLC
N/A—5,090,408-5,090,408-100%$447.3M———
Aptus Capital Advisors, LLC
N/A—5,084,065-5,084,065-100%$446.8M———
Financial Engines Advisors L.L.C.
N/A—5,010,116-5,010,116-100%$440.3M———
Nicolet Bankshares Inc
N/A—5,001,980-5,001,980-100%$441.8M———
Khazanah Nasional Berhad
N/A—4,977,739-4,977,739-100%$437.4M———
Natixis Advisors, LLC
N/A—4,840,464-4,840,464-100%$425.4M———
HighTower Advisors, LLC
N/A—4,753,004-4,753,004-100%$417.7M———
NorthRock Partners, LLC
N/A—4,629,596-4,629,596-100%$406.8M———
NewEdge Advisors, LLC
N/A—4,406,554-4,406,554-100%$387.2M———
Tidal Investments LLC
N/A—4,389,368-4,389,368-100%$385.7M———
Capital Analysts, LLC
N/A—4,003,540-4,003,540-100%$351.8M———
State Street Corp
N/A—3,842,593-3,842,593-100%$337.7M———
Norinchukin Bank, The
N/A—3,511,270-3,511,270-100%$308.6M———
Cerity Partners LLC
N/A—3,492,375-3,492,375-100%$306.9M———
Hills Bank & Trust Co
N/A—3,411,823-3,411,823-100%$299.8M———
SCS Capital Management LLC
N/A—3,146,097-3,146,097-100%$276.5M———
Stadion Money Management, LLC
N/A—3,116,022-3,116,022-100%$273.8M———
MML Investors Services, LLC
N/A—3,068,715-3,068,715-100%$269.7M———
AE Wealth Management LLC
N/A—3,027,799-3,027,799-100%$266.1M———
Global Retirement Partners, LLC
N/A—2,632,322-2,632,322-100%$231.3M———
BlueCrest Capital Management Ltd
N/A—2,622,607-2,622,607-100%$230.5M———
UBS Group AG
N/A—2,621,733-2,621,733-100%$230.4M———
Spinnaker Trust
N/A—2,312,710-2,312,710-100%$203.2M———
Modern Wealth Management, LLC
N/A—2,258,636-2,258,636-100%$198.5M———
RiverFront Investment Group, LLC
N/A—1,912,966-1,912,966-100%$168.1M———
Mariner, LLC
N/A—1,853,216-1,853,216-100%$162.9M———
Retirement Income Solutions, Inc
N/A—1,849,918-1,849,918-100%$141.6M———
Sand Hill Global Advisors, LLC
N/A—1,812,084-1,812,084-100%$159.2M———
Potomac Fund Management Inc
N/A—1,565,618-1,565,618-100%$137.6M———
Integrated Wealth Concepts LLC
N/A—1,540,805-1,540,805-100%$135.4M———
Stratos Wealth Partners, Ltd.
N/A—1,465,039-1,465,039-100%$128.7M———
Venturi Wealth Management, LLC
N/A—1,398,369-1,398,369-100%$122.9M———
Revere Asset Management, Inc
N/A—1,364,681-1,364,681-100%$119.9M———
Vertex Planning Partners, LLC
N/A—1,234,572-1,234,572-100%$108.5M———
ST Germain D J Co Inc
N/A—1,203,055-1,203,055-100%$105.7M———
Crews Bank & Trust
N/A—1,185,830-1,185,830-100%$104.2M———
World Investment Advisors
N/A—1,172,238-1,172,238-100%$89.8M———
Empower Advisory Group, LLC
N/A—1,151,797-1,151,797-100%$101.2M———
WCG Wealth Advisors LLC
N/A—1,069,193-1,069,193-100%$94.0M———
Mercer Global Advisors Inc
N/A—1,041,206-1,041,206-100%$91.5M———
Two Sigma Investments, LP
N/A—1,025,300-1,025,300-100%$90.1M———
Penserra Capital Management LLC
N/A—1,021,646-1,021,646-100%$89.8M———
OneAscent Financial Services LLC
N/A—1,014,191-1,014,191-100%$89.1M———
CreativeOne Wealth, LLC
N/A—971,513-971,513-100%$85.4M———
One Wealth Advisors, LLC
N/A—926,489-926,489-100%$81.4M———
Equitable Holdings, Inc.
N/A—905,742-905,742-100%$79.6M———
Sanctuary Advisors, LLC
N/A—892,772-892,772-100%$78.5M———
Jupiter Topco LLC
N/A—871,296-871,296-100%$76.6M———
Waterloo Capital, L.P.
N/A—851,658-851,658-100%$74.8M———
Principal Securities, Inc.
N/A—838,885-838,885-100%$73.7M———
Denver Wealth Management, Inc.
N/A—830,210-830,210-100%$73.0M———
BlackRock, Inc.
N/A—829,318-829,318-100%$72.9M———
Keystone Financial Group
N/A—798,870-798,870-100%$70.2M———
IHT Wealth Management, LLC
N/A—727,035-727,035-100%$63.9M———
Liberty Square Wealth Partners LLC
N/A—715,906-715,906-100%$62.9M———
Snowden Capital Advisors LLC
N/A—708,888-708,888-100%$62.3M———
Stonebrook Private Inc.
N/A—703,245-703,245-100%$61.8M———
HM Payson & Co
N/A—697,278-697,278-100%$61.3M———
Rockbridge Investment Management, LCC
N/A—681,500-681,500-100%$59.9M———
Petix & Botte Co
N/A—679,582-679,582-100%$59.7M———
Focus Partners Wealth
N/A—652,358-652,358-100%$57.3M———
CCG Wealth Management, LLC
N/A—647,752-647,752-100%$56.9M———
AQR Capital Management LLC
N/A—641,627-641,627-100%$56.4M———
Bank of Nova Scotia
N/A—614,520-614,520-100%$54.0M———
Stifel Financial Corp
N/A—598,167-598,167-100%$52.6M———
North Star Asset Management Inc
N/A—597,120-597,120-100%$52.5M———
Gladstone Institutional Advisory LLC
N/A—594,395-594,395-100%$52.2M———
Coppell Advisory Solutions LLC
N/A—583,394-583,394-100%$29.4M———
CIBC Bancorp USA Inc.
N/A—550,574-550,574-100%$47.3M———
PSI Advisors, LLC
N/A—548,077-548,077-100%$48.2M———
Better Way Financial, LLC
N/A—545,492-545,492-100%$47.9M———
Strategic Financial Partners, Ltd.
N/A—536,722-536,722-100%$47.2M———
Sequoia Financial Advisors, LLC
N/A—526,150-526,150-100%$46.2M———
Waverly Advisors, LLC
N/A—513,535-513,535-100%$45.1M———
Fiduciary Financial Advisors
N/A—486,464-486,464-100%$42.7M———
Wealthspire Retirement, LLC
N/A—485,208-485,208-100%$42.6M———
Mayflower Financial Advisors, LLC
N/A—476,835-476,835-100%$41.9M———
Flow Traders U.S. LLC
N/A—447,152-447,152-100%$39.3M———
Moneta Group Investment Advisors LLC
N/A—422,561-422,561-100%$37.1M———
EP Wealth Advisors, LLC
N/A—418,841-418,841-100%$36.8M———
Perennial Investment Advisors, LLC
N/A—416,925-416,925-100%$36.6M———
Eldridge Investment Advisors, Inc.
N/A—416,733-416,733-100%$36.6M———
Gateway Wealth Partners, LLC
N/A—415,184-415,184-100%$36.5M———
Orion Porfolio Solutions, LLC
N/A—413,622-413,622-100%$36.3M———
Forefront Wealth Partners, LLC
N/A—409,741-409,741-100%$36.0M———
Voya Investment Management LLC
N/A—406,839-406,839-100%$35.8M———
Arvest Bank Trust Division
N/A—400,899-400,899-100%$35.2M———
Alliancebernstein L.P.
N/A—397,662-397,662-100%$30.4M———
Capital Investment Management, Inc.
N/A—396,940-396,940-100%$34.9M———
Northstar Advisory Group, LLC
N/A—389,347-389,347-100%$34.2M———
Knightsbridge Asset Management, LLC
N/A—372,677-372,677-100%$32.8M———
Wealth Advisors of Iowa, LLC
N/A—350,771-350,771-100%$30.8M———
American Century Companies Inc
N/A—344,100-344,100-100%$30.2M———
GTS Financial, LLC
N/A—342,136-342,136-100%$24.9M———
Ausdal Financial Partners, Inc.
N/A—340,546-340,546-100%$29.9M———
Independent Advisor Alliance
N/A—339,955-339,955-100%$29.9M———
Neuberger Berman Group LLC
N/A—334,872-334,872-100%$29.4M———
Cary Street Partners Financial LLC
N/A—333,604-333,604-100%$29.3M———
Panoramic Investment Advisors, LLC
N/A—332,122-332,122-100%$29.2M———
Janney Montgomery Scott LLC
N/A—330,047-330,047-100%$29.0M———
Baird Financial Group, Inc.
N/A—328,764-328,764-100%$28.9M———
M1 Capital Management LLC
N/A—324,511-324,511-100%$28.5M———
Arkadios Wealth Advisors
N/A—323,804-323,804-100%$28.5M———
CBM Financial, LLC
N/A—321,768-321,768-100%$28.1M———
Bradley Foster & Sargent Inc
N/A—317,819-317,819-100%$27.9M———
Susquehanna International Group, LLP
N/A—315,576-315,576-100%$27.7M———
Keel Point, LLC
N/A—307,979-307,979-100%$27.1M———
Vestmark Advisory Solutions, Inc.
N/A—306,303-306,303-100%$26.9M———
Rehmann Capital Advisory Group
N/A—293,692-293,692-100%$25.8M———
Maripau Wealth Management LLC
N/A—290,177-290,177-100%$25.5M———
Core Wealth Advisors, Inc.
N/A—285,284-285,284-100%$25.1M———
FMR LLC
N/A—274,669-274,669-100%$24.1M———
JPL Wealth Management, LLC
N/A—271,169-271,169-100%$23.8M———
Calton & Associates, Inc.
N/A—265,895-265,895-100%$23.4M———
Elm Partners Management LLC
N/A—261,395-261,395-100%$23.0M———
Kingsview Wealth Management, LLC
N/A—250,451-250,451-100%$22.0M———
Morrissey Wealth Management, LLC
N/A—250,339-250,339-100%$22.7M———
Mosaic Family Wealth Partners, LLC
N/A—246,451-246,451-100%$21.7M———
Beacon Pointe Advisors, LLC
N/A—243,843-243,843-100%$21.4M———
Tailwinds Wealth, LLC
N/A—242,040-242,040-100%$21.3M———
Captrust Financial Advisors
N/A—241,389-241,389-100%$21.2M———
Stillwater Private Wealth, LLC
N/A—238,989-238,989-100%$21.7K———
WealthTrak Capital Management LLC
N/A—238,962-238,962-100%$21.0M———
National Bank of Canada
N/A—237,926-237,926-100%$20.9M———
Focus Partners Advisor Solutions, LLC
N/A—235,331-235,331-100%$20.7M———
Advisory Alpha, LLC
N/A—221,997-221,997-100%$19.5M———
Tradition Wealth Management, LLC
N/A—221,608-221,608-100%$19.5M———
Cvfg LLC
N/A—219,477-219,477-100%$19.3M———
Sound Capital Solutions LLC
N/A—218,694-218,694-100%$19.2M———
Benjamin Edwards Inc
N/A—218,268-218,268-100%$19.2M———
RBF Capital, LLC
N/A—214,574-214,574-100%$18.9M———
Capital Financial Group Inc\co\
N/A—213,589-213,589-100%$18.8M———
Brown Financial Advisors
N/A—210,791-210,791-100%$18.5M———
Top Private Wealth Llc.
N/A—209,007-209,007-100%$18.4M———
Mutual Advisors, LLC
N/A—205,218-205,218-100%$18.0M———
Hopwood Nicholas Hunter
N/A—199,881-199,881-100%$17.6M———
&partners
N/A—196,615-196,615-100%$17.2M———
Mattson Financial Services, LLC
N/A—196,513-196,513-100%$17.4M———
Rockefeller Capital Management L.P.
N/A—194,935-194,935-100%$17.1M———
Blair William & Co
N/A—188,833-188,833-100%$16.6M———
Trajan Wealth LLC
N/A—187,165-187,165-100%$16.4M———
SK Wealth Management, LLC
N/A—186,676-186,676-100%$17.0M———
Hobbs Group Advisors, LLC
N/A—186,649-186,649-100%$16.4M———
Brio Consultants, LLC
N/A—183,922-183,922-100%$16.2M———
Keystone Financial Services, LLC
N/A—183,436-183,436-100%$16.1M———
Advyzon Investment Management, LLC
N/A—181,454-181,454-100%$15.9M———
Advisory Services Network, LLC
N/A—179,337-179,337-100%$15.8M———
Chatterton & Associates Inc.
N/A—177,211-177,211-100%$15.7M———
BFC Planning, Inc.
N/A—176,771-176,771-100%$15.5M———
Pure Financial Advisors, LLC
N/A—175,951-175,951-100%$15.5M———
CSM Advisors, LLC
N/A—174,083-174,083-100%$15.3M———
Abound Financial, LLC
N/A—171,027-171,027-100%$15.0M———
Renaissance Technologies LLC
N/A—169,691-169,691-100%$14.9M———
Cannon Wealth Management Services, LLC
N/A—169,315-169,315-100%$14.9M———
PAX Financial Group, LLC
N/A—165,376-165,376-100%$14.5M———
Slagle Financial, LLC
N/A—163,506-163,506-100%$14.4M———
Pathstone Holdings, LLC
N/A—160,649-160,649-100%$14.1M———
Summit Financial, LLC
N/A—155,676-155,676-100%$13.7M———
Alongside, LLC
N/A—155,008-155,008-100%$13.6M———
49 Wealth Management, LLC
N/A—155,008-155,008-100%$13.6M———
Arax Advisory Partners
N/A—154,993-154,993-100%$13.6M———
Black Swift Group, LLC
N/A—154,046-154,046-100%$13.5M———
Savvy Advisors, Inc.
N/A—153,247-153,247-100%$13.5M———
Redwood Investment Management, LLC
N/A—148,796-148,796-100%$13.1M———
Astoria Portfolio Advisors Llc.
N/A—146,895-146,895-100%$12.9M———
Gambit Capital Management, LLC
N/A—146,217-146,217-100%$12.8M———
Metis Global Partners, LLC
N/A—142,447-142,447-100%$12.5M———
Fosun International Ltd
N/A—142,160-142,160-100%$12.5M———
HBK Investments L P
N/A—137,616-137,616-100%$12.1M———
GTS Securities LLC
N/A—135,694-135,694-100%$11.9M———
Alesco Advisors, LLC, An ESL Co
N/A—131,665-131,665-100%$11.6M———
Steelhead Wealth Management LLC
N/A—131,652-131,652-100%$11.6M———
FSB Premier Wealth Management, Inc.
N/A—126,464-126,464-100%$11.1M———
Columbia River Financial Group, LLC
N/A—125,249-125,249-100%$11.0M———
WorthPointe, LLC
N/A—121,212-121,212-100%$10.7M———
O'shaughnessy Asset Management, LLC
N/A—119,311-119,311-100%$10.5M———
Welch Capital Partners LLC
N/A—117,765-117,765-100%$10.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—116,985-116,985-100%$10.3M———
Foundations Investment Advisors, LLC
N/A—116,689-116,689-100%$10.3M———
Ethos Financial Group, LLC
N/A—114,227-114,227-100%$10.0M———
Hollencrest Capital Management
N/A—113,533-113,533-100%$10.0M———
Guardian Wealth Advisors, LLC / NC
N/A—112,634-112,634-100%$9.9M———
CacheTech Inc.
N/A—108,682-108,682-100%$9.6M———
BlackDiamond Wealth Management, LLC
N/A—107,665-107,665-100%$9.8M———
Vantage Point Financial LLC
N/A—105,897-105,897-100%$9.3M———
Adams Wealth Management
N/A—105,611-105,611-100%$9.3M———
Talon Private Wealth, LLC
N/A—105,474-105,474-100%$9.3M———
Centaurus Financial, Inc.
N/A—102,623-102,623-100%$9.0M———
Transamerica Financial Advisors, LLC
N/A—102,252-102,252-100%$9.0M———
Steward Partners Investment Advisory, LLC
N/A—102,154-102,154-100%$9.0M———
Quantinno Capital Management LP
N/A—100,153-100,153-100%$8.8M———
SageView Advisory Group, LLC
N/A—98,451-98,451-100%$8.7M———
Dearborn Partners LLC
N/A—98,271-98,271-100%$8.6M———
Regal Investment Advisors LLC
N/A—96,590-96,590-100%$8.5M———
Ameritas Advisory Services, LLC
N/A—95,483-95,483-100%$8.4M———
Curtis Wealth Management LLC
N/A—95,034-95,034-100%$8.4M———
Madison Asset Management, LLC
N/A—94,837-94,837-100%$8.3M———
Northern Trust Corp
N/A—93,449-93,449-100%$8.2M———
PCG Wealth Advisors, LLC
N/A—93,290-93,290-100%$8.2M———
TD Capital Management LLC
N/A—93,143-93,143-100%$8.2M———
Cary Street Partners Investment Advisory LLC
N/A—92,767-92,767-100%$8.2M———
Spartan Wealth Advisory Services LLC
N/A—84,142-84,142-100%$7.4M———
Smartleaf Asset Management LLC
N/A—83,527-83,527-100%$7.3M———
Brogan Financial, Inc.
N/A—81,365-81,365-100%$7.2M———
Continuum Advisory, LLC
N/A—76,643-76,643-100%$6.7M———
Timmons Wealth Management, LLC
N/A—74,098-74,098-100%$6.5M———
Bluespring Wealth Management, LLC
N/A—73,871-73,871-100%$6.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—71,895-71,895-100%$6.3M———
Tower Research Capital LLC (TRC)
N/A—70,354-70,354-100%$6.2M———
Manhattan West Asset Management, LLC
N/A—69,761-69,761-100%$6.1M———
Opus Investment Management Inc
N/A—66,878-66,878-100%$5.9M———
Maridea Wealth Management LLC
N/A—65,250-65,250-100%$5.7M———
URS Advisory LLC
N/A—65,208-65,208-100%$5.7M———
Per Stirling Capital Management, Llc.
N/A—64,635-64,635-100%$5.7M———
Copia Wealth Management
N/A—63,616-63,616-100%$5.6M———
KMT Wealth Management, LLC
N/A—61,881-61,881-100%$5.4M———
Transcend Capital Advisors, LLC
N/A—60,396-60,396-100%$5.3M———
Prostatis Group LLC
N/A—59,484-59,484-100%$5.2M———
Insigneo Advisory Services, LLC
N/A—59,269-59,269-100%$5.2M———
BNP Paribas Financial Markets
N/A—59,155-59,155-100%$5.2M———
Davidson Kempner Capital Management LP
N/A—57,850-57,850-100%$5.1M———
Federation des caisses Desjardins du Quebec
N/A—57,833-57,833-100%$5.1M———
Lifeworks Advisors, LLC
N/A—57,006-57,006-100%$5.0M———
Alpha Financial Partners LLC
N/A—53,760-53,760-100%$4.7M———
Huntington National Bank
N/A—53,727-53,727-100%$4.7M———
GeoWealth Management, LLC
N/A—52,571-52,571-100%$4.6M———
Imprint Wealth LLC
N/A—52,271-52,271-100%$4.6M———
Stratos Investment Management, LLC
N/A—50,588-50,588-100%$4.4M———
Synergy Investment Management, LLC
N/A—50,136-50,136-100%$4.4M———
Dakota Wealth Management
N/A—49,965-49,965-100%$4.4M———
McNamara Financial Services, Inc.
N/A—49,792-49,792-100%$4.4M———
First Trust Advisors LP
N/A—47,450-47,450-100%$4.2M———
PCB Capital LLC
N/A—47,249-47,249-100%$4.2M———
UBS Asset Management Americas LLC
N/A—47,105-47,105-100%$4.1M———
Gilbert & Cook, Inc.
N/A—46,324-46,324-100%$4.1M———
NewEdge Wealth, LLC
N/A—46,269-46,269-100%$4.1M———
New Insight Wealth Advisors
N/A—45,219-45,219-100%$4.0M———
Empowered Funds, LLC
N/A—45,200-45,200-100%$4.0M———
Jackson Wealth Management, LLC
N/A—44,742-44,742-100%$3.9M———
Cresset Asset Management, LLC
N/A—44,507-44,507-100%$3.9M———
Garden State Investment Advisory Services LLC
N/A—44,115-44,115-100%$3.9M———
Clarity Financial LLC
N/A—42,059-42,059-100%$3.7M———
Vickerman Investment Advisors, Inc.
N/A—41,439-41,439-100%$3.6M———
Cambient Family Office, LLC
N/A—40,918-40,918-100%$3.6M———
JDM Financial Group LLC
N/A—40,698-40,698-100%$3.6M———
Intrepid Financial Planning Group LLC
N/A—40,283-40,283-100%$3.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—40,127-40,127-100%$3.5M———
Range Advisory, LLC
N/A—38,788-38,788-100%$3.4M———
Magnolia Private Wealth, LLC
N/A—38,552-38,552-100%$3.4M———
Schrum Private Wealth Management LLC
N/A—38,552-38,552-100%$2.6M———
Corsicana & Co.
N/A—37,177-37,177-100%$3.3M———
Resurgent Financial Advisors LLC
N/A—37,161-37,161-100%$3.3M———
American Financial Advisors, LLC
N/A—36,840-36,840-100%$3.2M———
C M Bidwell & Associates LTD
N/A—36,219-36,219-100%$3.2M———
Pinnacle Family Advisors, LLC
N/A—36,204-36,204-100%$3.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—35,980-35,980-100%$3.2M———
Twin Peaks Wealth Advisors, LLC
N/A—35,872-35,872-100%$3.2M———
Envestnet Portfolio Solutions, Inc.
N/A—35,608-35,608-100%$3.1M———
Aspen Wealth Strategies, LLC
N/A—35,468-35,468-100%$3.1M———
TriCert Investment Counsel Inc.
N/A—35,373-35,373-100%$3.1M———
One Capital Management, LLC
N/A—35,262-35,262-100%$2.7M———
Caitlin John, LLC
N/A—34,753-34,753-100%$3.1M———
Prosperity Consulting Group, LLC
N/A—34,465-34,465-100%$3.0M———
IEQ Capital, LLC
N/A—34,302-34,302-100%$3.0M———
Pitti Group Wealth Management, LLC
N/A—34,236-34,236-100%$3.0M———
HRT Financial LP
N/A—34,082-34,082-100%$3.0M———
MidFirst Bank
N/A—33,986-33,986-100%$3.0M———
Brookwood Investment Group LLC
N/A—33,770-33,770-100%$3.0M———
Main Street Financial Solutions, LLC
N/A—33,411-33,411-100%$2.9M———
Gould Capital, LLC
N/A—32,657-32,657-100%$2.9M———
American Investment Services, Inc.
N/A—32,000-32,000-100%$2.8M———
Integrity Wealth Solutions LLC
N/A—31,980-31,980-100%$2.8M———
Empirical Asset Management, LLC
N/A—31,231-31,231-100%$2.7M———
Strategic Financial Concepts, LLC
N/A—30,439-30,439-100%$2.7M———
Strategic Wealth Partners, Ltd.
N/A—30,231-30,231-100%$2.7M———
United Capital Financial Advisors, LLC
N/A—29,979-29,979-100%$2.6M———
Cascade Financial Partners, LLC
N/A—29,324-29,324-100%$2.6M———
Inspire Advisors, LLC
N/A—29,299-29,299-100%$2.6M———
J. M. Brown & Associates Inc.
N/A—27,994-27,994-100%$2.5M———
Orion Capital Management LLC
N/A—27,856-27,856-100%$2.4M———
Prospect Financial Services LLC
N/A—27,762-27,762-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—27,505-27,505-100%$2.4M———
Boulder Wealth Advisors, LLC
N/A—27,231-27,231-100%$2.4M———
Bleakley Financial Group, LLC
N/A—27,184-27,184-100%$2.4M———
WealthShield Partners, LLC
N/A—26,589-26,589-100%$2.3M———
Holistic Financial Partners
N/A—25,989-25,989-100%$2.3M———
Blue Edge Capital, LLC
N/A—25,911-25,911-100%$2.3M———
Vista Investment Management
N/A—25,081-25,081-100%$2.2M———
Global Endowment Management, LP
N/A—24,926-24,926-100%$2.2M———
Spirepoint Private Client, LLC
N/A—24,611-24,611-100%$2.2M———
Alteri Wealth LLC
N/A—24,360-24,360-100%$2.1M———
SIG Brokerage, LP
N/A—24,000-24,000-100%$2.1M———
Vanguard Advisers Inc
N/A—23,932-23,932-100%$2.1M———
Goodman Financial Corp
N/A—23,925-23,925-100%$2.1M———
Medallion Wealth Advisors, LLC
N/A—23,533-23,533-100%$2.1M———
Callan Family Office, LLC
N/A—23,181-23,181-100%$2.0M———
Triton Financial Group Inc
N/A—23,020-23,020-100%$2.0M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—21,756-21,756-100%$1.9M———
Lbmc Investment Advisors, LLC
N/A—21,565-21,565-100%$1.9M———
Whittier Trust Co
N/A—21,062-21,062-100%$1.9M———
Trivant Custom Portfolio Group, LLC
N/A—19,667-19,667-100%$1.7M———
FLP Wealth Management, LLC
N/A—19,533-19,533-100%$1.7M———
Ruggiero Investments, Inc.
N/A—19,489-19,489-100%$1.7M———
Old Mission Capital LLC
N/A—19,438-19,438-100%$1.7M———
Richard W. Paul & Associates, LLC
N/A—19,408-19,408-100%$1.7M———
Smith, Moore & Co.
N/A—19,353-19,353-100%$1.7M———
MAI Capital Management
N/A—19,290-19,290-100%$1.7M———
Stonebridge Financial Group, LLC
N/A—19,202-19,202-100%$1.7M———
Seeds Investor LLC
N/A—19,042-19,042-100%$1.7M———
QRG Capital Management, Inc.
N/A—18,755-18,755-100%$1.6M———
Wellington-Altus USA Inc.
N/A—18,692-18,692-100%$1.4M———
Anchor Investment Management, LLC
N/A—18,039-18,039-100%$1.6M———
Pacific Financial Group Inc
N/A—18,015-18,015-100%$1.6M———
Shared Vision Wealth Group LLC
N/A—17,862-17,862-100%$1.6M———
Axiom Financial Strategies, LLC
N/A—17,677-17,677-100%$1.6M———
XTX Topco Ltd
N/A—17,576-17,576-100%$1.5M———
Sequent Planning LLC
N/A—17,482-17,482-100%$1.5M———
Wallace Advisory Group, LLC
N/A—17,193-17,193-100%$1.5M———
Ciovacco Capital Management LLC
N/A—17,149-17,149-100%$1.5M———
FSA Advisors, Inc.
N/A—17,029-17,029-100%$1.5M———
Jaffetilchin Investment Partners, LLC
N/A—16,119-16,119-100%$1.4M———
Pinnacle Financial Partners, Inc.
N/A—16,065-16,065-100%$1.4M———
Sykon Capital LLC
N/A—15,744-15,744-100%$1.4M———
Gallagher Fiduciary Advisors, LLC
N/A—15,623-15,623-100%$1.4M———
Ellenbecker Investment Group
N/A—15,200-15,200-100%$1.3M———
Gotham Asset Management, LLC
N/A—14,937-14,937-100%$1.3M———
LOM Asset Management Ltd
N/A—14,500-14,500-100%$1.3M———
Pgim Custom Harvest LLC
N/A—14,398-14,398-100%$1.3M———
Orographic Financial Advisors, LLC
N/A—13,815-13,815-100%$1.3K———
Estate Counselors, LLC
N/A—13,666-13,666-100%$1.2M———
Strategic Investment Advisors / MI
N/A—13,652-13,652-100%$1.2M———
Serenus Wealth Advisors, LLC
N/A—13,355-13,355-100%$1.2M———
New England Asset Management Inc
N/A—13,330-13,330-100%$1.2M———
AMJ Financial Wealth Management
N/A—13,305-13,305-100%$1.0M———
Liberty Wealth Management LLC
N/A—13,168-13,168-100%$1.0M———
Mason Investment Advisory Services, Inc.
N/A—12,988-12,988-100%$1.1M———
Stokes Family Office, LLC
N/A—12,712-12,712-100%$1.1M———
Invst, LLC
N/A—12,592-12,592-100%$1.1M———
Jacobson & Schmitt Advisors, LLC
N/A—12,546-12,546-100%$1.1M———
360 Financial, Inc.
N/A—12,347-12,347-100%$1.1M———
Leigh Baldwin & Co., LLC
N/A—12,329-12,329-100%$1.1M———
Beckerman Institutional, LLC
N/A—11,958-11,958-100%$1.1M———
Twin Focus Capital Partners, LLC
N/A—11,650-11,650-100%$1.0M———
McLaughlin Asset Management, Inc.
N/A—11,500-11,500-100%$1.0M———
Troutman Wealth Management, LLC
N/A—11,244-11,244-100%$988.1K———
Commerce Bank
N/A—11,010-11,010-100%$967.6K———
Exit Wealth Advisors, Llc.
N/A—10,996-10,996-100%$966.4K———
Evernest Financial Advisors, LLC
N/A—10,766-10,766-100%$946.1K———
Ascension Capital Advisors, Inc.
N/A—10,689-10,689-100%$939.4K———
Reliant Investment Partners, LLC
N/A—10,494-10,494-100%$922.2K———
Perspective Wealth Advisors LLC
N/A—10,389-10,389-100%$913.0K———
Berger Financial Group, Inc
N/A—10,244-10,244-100%$900.2K———
Vermillion & White Wealth Management Group, LLC
N/A—10,125-10,125-100%$889.8K———
Hemenway Trust Co LLC
N/A—10,085-10,085-100%$886.3K———
LWM Advisory Services, LLC
N/A—10,052-10,052-100%$883.4K———
Eaton-Cambridge Inc.
N/A—10,043-10,043-100%$882.6K———
Gross & Hartman Investments LLC
N/A—10,038-10,038-100%$882.1K———
Johnson Investment Counsel Inc
N/A—9,974-9,974-100%$876.6K———
RWA Wealth Partners, LLC
N/A—9,834-9,834-100%$864.2K———
RB Capital Management, LLC
N/A—9,803-9,803-100%$861.5K———
Sargent Investment Group, LLC
N/A—9,780-9,780-100%$859.5K———
SHP Wealth Management
N/A—9,625-9,625-100%$845.8K———
Investments & Financial Planning, LLC
N/A—9,482-9,482-100%$833.3K———
FreeGulliver LLC
N/A—9,429-9,429-100%$828.6K———
Signal Tree Financial Partners LLC
N/A—9,362-9,362-100%$822.7K———
Sovereign Financial Group, Inc.
N/A—9,309-9,309-100%$818.1K———
IMA Advisory Services, Inc.
N/A—9,126-9,126-100%$802.0K———
American Money Management, LLC
N/A—9,111-9,111-100%$800.7K———
Beck Capital Management, LLC
N/A—9,024-9,024-100%$793.0K———
Edgestream Partners, L.P.
N/A—8,966-8,966-100%$787.9K———
Qube Research & Technologies Ltd
N/A—8,802-8,802-100%$773.5K———
Mission Creek Capital Partners, Inc.
N/A—8,653-8,653-100%$760.4K———
Copley Financial Group, Inc.
N/A—8,642-8,642-100%$759.5K———
Zacks Investment Management
N/A—8,268-8,268-100%$726.6K———
Advisors Capital Management, LLC
N/A—8,131-8,131-100%$714.6K———
Wayfinding Financial, LLC
N/A—8,086-8,086-100%$710.0K———
Atlantic Union Bankshares Corp
N/A—7,995-7,995-100%$702.6K———
Madison Wealth Partners, Inc
N/A—7,782-7,782-100%$683.9K———
Precision Wealth Strategies, LLC
N/A—7,770-7,770-100%$682.8K———
Drucker Wealth 3.0, LLC
N/A—7,744-7,744-100%$680.6K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,731-7,731-100%$679.4K———
Threadgill Financial, LLC
N/A—7,694-7,694-100%$676.2K———
Crewe Advisors LLC
N/A—7,589-7,589-100%$666.9K———
AssuredPartners Investment Advisors, LLC
N/A—7,560-7,560-100%$664.4K———
Kovack Advisors, Inc.
N/A—7,438-7,438-100%$653.2K———
Protective Life Corp
N/A—7,326-7,326-100%$643.8K———
Premier Private Wealth Management LLC
N/A—7,181-7,181-100%$631.1K———
Legacy Financial Group LLC
N/A—7,137-7,137-100%$627.2K———
M&T Bank Corp
N/A—6,996-6,996-100%$614.8K———
Fortis Advisors, LLC
N/A—6,609-6,609-100%$580.8K———
Beta Wealth Group, Inc.
N/A—6,583-6,583-100%$578.5K———
Lavaca Capital LLC
N/A—6,412-6,412-100%$563.5K———
Byrne Financial Freedom, LLC
N/A—6,358-6,358-100%$558.7K———
Retirement Management Systems Inc.
N/A—6,323-6,323-100%$555.7K———
Boothbay Fund Management, LLC
N/A—6,300-6,300-100%$553.6K———
Northstar Group, Inc.
N/A—6,175-6,175-100%$542.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,170-6,170-100%$542.2K———
FLC Capital Advisors
N/A—6,151-6,151-100%$540.6K———
Kintra Wealth, LLC
N/A—6,087-6,087-100%$557.4K———
Meeder Advisory Services, Inc.
N/A—6,070-6,070-100%$533.4K———
MJP Associates Inc
N/A—6,062-6,062-100%$532.7K———
Cedar Wealth Management, LLC
N/A—6,040-6,040-100%$530.8K———
Wilson & Boucher Capital Management, LLC
N/A—5,900-5,900-100%$518.5K———
Fiduciary Group, LLC
N/A—5,864-5,864-100%$515.3K———
Palisade Capital Management, LP
N/A—5,657-5,657-100%$497.1K———
Stephens Inc
N/A—5,550-5,550-100%$487.7K———
Modus Advisors, LLC
N/A—5,463-5,463-100%$480.1K———
SEI Investments Co
N/A—5,417-5,417-100%$476.0K———
NorthCoast Asset Management LLC
N/A—5,163-5,163-100%$453.8K———
Xcelsior Advisor Partners LLC
N/A—5,094-5,094-100%$447.6K———
Foster & Motley Inc
N/A—5,059-5,059-100%$445.0K———
Rothschild Wealth LLC
N/A—5,004-5,004-100%$439.8K———
Steigerwald, Gordon & Koch Inc.
N/A—4,806-4,806-100%$422.4K———
Charles Schwab Investment Management Inc
N/A—4,792-4,792-100%$421.1K———
Element Wealth, LLC
N/A—4,712-4,712-100%$414.1K———
Fiducient Advisors LLC
N/A—4,690-4,690-100%$412.2K———
Widmann Financial Services, Inc.
N/A—4,670-4,670-100%$410.4K———
Atomic Invest LLC
N/A—4,626-4,626-100%$403.4K———
Frisch Financial Group, Inc.
N/A—4,582-4,582-100%$402.6K———
Meridian Wealth Advisors, LLC
N/A—4,516-4,516-100%$396.8K———
Essex Financial Services, Inc.
N/A—4,511-4,511-100%$396.4K———
Bcgm Wealth Management, LLC
N/A—4,414-4,414-100%$387.9K———
Vision Retirement, LLC
N/A—4,410-4,410-100%$387.6K———
Magnolia Capital Advisors LLC
N/A—4,360-4,360-100%$383.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,326-4,326-100%$380.2K———
Robinhood Asset Management, LLC
N/A—4,321-4,321-100%$379.7K———
Crux Wealth Advisors
N/A—4,298-4,298-100%$377.7K———
CIBC World Market Inc.
N/A—4,291-4,291-100%$377.1K———
Centric Wealth Management
N/A—4,287-4,287-100%$362.4K———
PFG Investments, LLC
N/A—4,073-4,073-100%$357.9K———
Capital Advisors Inc
N/A—4,009-4,009-100%$352.3K———
Price T Rowe Associates Inc
N/A—3,991-3,991-100%$351.0K———
Trivium Point Advisory, LLC
N/A—3,986-3,986-100%$350.3K———
Titan Global Capital Management USA LLC
N/A—3,963-3,963-100%$348.3K———
Wealth Alliance, LLC
N/A—3,944-3,944-100%$346.6K———
Harbor Advisory Corp
N/A—3,936-3,936-100%$345.9K———
Fortune Financial Advisors, LLC
N/A—3,877-3,877-100%$340.7K———
Arrowroot Family Office, LLC
N/A—3,843-3,843-100%$337.7K———
Balyasny Asset Management L.P.
N/A—3,797-3,797-100%$333.7K———
Mendel Capital Management LLC
N/A—3,751-3,751-100%$329.6K———
Nuveen, LLC
N/A—3,742-3,742-100%$328.8K———
Capasso Planning Partners LLC
N/A—3,694-3,694-100%$324.6K———
Peak Retirement Planning, Inc.
N/A—3,671-3,671-100%$322.6K———
Founders Financial Alliance, LLC
N/A—3,636-3,636-100%$319.5K———
Glenmede Trust Co NA
N/A—3,617-3,617-100%$317.9K———
Plum Street Advisors, LLC
N/A—3,605-3,605-100%$316.8K———
Chesapeake Asset Management LLC
N/A—3,583-3,583-100%$314.9K———
Financial Life Planners
N/A—3,570-3,570-100%$313.7K———
Ancora Advisors LLCA
N/A—3,543-3,543-100%$311.4K———
SlateStone Wealth, LLC
N/A—3,496-3,496-100%$307.0K———
Kirtland Hills Capital Management, LLC
N/A—3,477-3,477-100%$305.6K———
Colter Lewis Investment Partners LLC
N/A—3,366-3,366-100%$295.8K———
Somerville Kurt F
N/A—3,350-3,350-100%$294.4K———
EWA, LLC
N/A—3,348-3,348-100%$294.2K———
Kirkwood Financial Services
N/A—3,346-3,346-100%$294.1K———
Wealth Watch Advisors, Inc
N/A—3,290-3,290-100%$289.1K———
TRU Independence Asset Management 2, LLC
N/A—3,286-3,286-100%$288.8K———
Citadel Advisors LLC
N/A—3,248-3,248-100%$285.4K———
One Charles Private Wealth Services, LLC
N/A—3,214-3,214-100%$282.4K———
Zhang Financial LLC
N/A—3,168-3,168-100%$278.4K———
Presidio Capital Management, LLC
N/A—3,144-3,144-100%$276.3K———
Bawa N Mallick Trust
N/A—3,000-3,000-100%$263.6K———
Monetary Management Group Inc
N/A—3,000-3,000-100%$263.6K———
Sequent Asset Management, LLC
N/A—2,983-2,983-100%$262.1K———
M3 Advisory Group, LLC
N/A—2,975-2,975-100%$261.4K———
Iron Gate Global Advisors LLC
N/A—2,956-2,956-100%$259.8K———
Pallas Capital Advisors LLC
N/A—2,912-2,912-100%$255.9K———
F/m Investments LLC
N/A—2,897-2,897-100%$254.6K———
Pennington Partners & Co., LLC
N/A—2,894-2,894-100%$254.4K———
LaSalle St. Investment Advisors, LLC
N/A—2,862-2,862-100%$251.5K———
Innovative Asset Advisors Group, LLC
N/A—2,819-2,819-100%$247.8K———
Coastal Bridge Advisors, LLC
N/A—2,747-2,747-100%$241.4K———
Glen Eagle Advisors, LLC
N/A—2,733-2,733-100%$240.2K———
Naviter Wealth, LLC
N/A—2,727-2,727-100%$239.6K———
V2 Financial group LLC
N/A—2,705-2,705-100%$237.7K———
City National Bank of Florida
N/A—2,701-2,701-100%$237.4K———
Godfrey Financial Associates, Inc.
N/A—2,697-2,697-100%$237.0K———
Summit Wealth Partners, LLC
N/A—2,694-2,694-100%$236.7K———
Flputnam Investment Management Co
N/A—2,693-2,693-100%$236.6K———
Kapstone Financial Advisors LLC
N/A—2,610-2,610-100%$229.4K———
Members Trust Co
N/A—2,580-2,580-100%$226.7K———
JMN Financial LLC
N/A—2,561-2,561-100%$225.1K———
Note Advisors, LLC
N/A—2,519-2,519-100%$221.4K———
New Republic Capital, LLC
N/A—2,515-2,515-100%$221.0K———
Financial Gravity Companies, Inc.
N/A—2,434-2,434-100%$213.9K———
Vanguard Personalized Indexing Management, LLC
N/A—2,425-2,425-100%$213.1K———
Wealthquest Corp
N/A—2,408-2,408-100%$211.6K———
Strategic Financial Services, Inc.
N/A—2,365-2,365-100%$207.8K———
First National Bank of Omaha
N/A—2,329-2,329-100%$203.0K———
Davis R M Inc
N/A—2,327-2,327-100%$204.5K———
SageGuard Financial Group, LLC
N/A—2,324-2,324-100%$204.2K———
Westmount Partners, LLC
N/A—2,302-2,302-100%$202.3K———
Mrwm Advisors, LLC
N/A—2,289-2,289-100%$201.2K———
Glassman Wealth Services
N/A—2,205-2,205-100%$193.8K———
Napier Financial, LLC
N/A—2,104-2,104-100%$184.9K———
HHM Wealth Advisors, LLC
N/A—2,076-2,076-100%$182.4K———
Conquis Financial LLC
N/A—2,056-2,056-100%$180.7K———
Graney & King, LLC
N/A—1,910-1,910-100%$167.9K———
Keating Financial Advisory Services, Inc.
N/A—1,875-1,875-100%$164.8K———
Oakmont Advisory Group, LLC
N/A—1,843-1,843-100%$161.9K———
Security National Bank of Sioux City Iowa
N/A—1,519-1,519-100%$133.5K———
Timbuktu Capital Management, LLC
N/A—1,466-1,466-100%$128.8K———
Rialto Wealth Management, LLC
N/A—1,396-1,396-100%$122.7K———
Nepc LLC
N/A—1,387-1,387-100%$121.9K———
Measured Wealth Private Client Group, LLC
N/A—1,331-1,331-100%$117.0K———
HFM Investment Advisors, LLC
N/A—1,309-1,309-100%$115.0K———
Private Wealth Asset Management, LLC
N/A—1,244-1,244-100%$109.3K———
FWL Investment Management, LLC
N/A—1,192-1,192-100%$104.8K———
Ballast Advisors LLC
N/A—1,165-1,165-100%$102.4K———
Ameriflex Group, Inc.
N/A—1,100-1,100-100%$96.7K———
Beaird Harris Wealth Management, LLC
N/A—1,077-1,077-100%$94.6K———
Dunhill Financial, LLC
N/A—1,009-1,009-100%$88.7K———
Bogart Wealth, LLC
N/A—970-970-100%$85.2K———
CVA Family Office, LLC
N/A—879-879-100%$77.2K———
Rothschild Investment LLC
N/A—822-822-100%$72.3K———
FAS Wealth Partners, Inc.
N/A—808-808-100%$71.1K———
Basepoint Wealth LLC
N/A—787-787-100%$69.2K———
Sachetta, LLC
N/A—780-780-100%$68.5K———
GW&K Investment Management, LLC
N/A—708-708-100%$62.0K———
Miller Capital Partners, Inc.
N/A—671-671-100%$59.0K———
Delos Wealth Advisors, LLC
N/A—654-654-100%$57.5K———
Matrix Private Capital Group LLC
N/A—586-586-100%$51.5K———
Franklin Resources Inc
N/A—557-557-100%$48.9K———
Burnham & Co LLC
N/A—550-550-100%$48.4K———
Swan Capital LLC
N/A—510-510-100%$44.8K———
Frazier Financial Advisors, LLC
N/A—463-463-100%$40.7K———
Vanguard National Trust Co
N/A—458-458-100%$40.2K———
WealthCollab, LLC
N/A—432-432-100%$38.0K———
Prestige Wealth Management Group LLC
N/A—429-429-100%$37.7K———
Howe & Rusling Inc
N/A—407-407-100%$35.8K———
Bartlett & Co. Wealth Management LLC
N/A—400-400-100%$35.2K———
1015 Capital Partners, LLC
N/A—374-374-100%$32.9K———
Tiaa Wealth Investment Management LLC
N/A—350-350-100%$30.6K———
VSM Wealth Advisory, LLC
N/A—346-346-100%$30.4K———
Integrity Financial Corp
N/A—330-330-100%$29.0K———
Johnson Financial Group, Inc.
N/A—223-223-100%$19.6K———
Kerr Financial Planning Corp
N/A—175-175-100%$15.3K———
Providence Capital Advisors, LLC
N/A—125-125-100%$11.0K———
Rogco, LP
N/A—120-120-100%$10.5K———
Bravera Wealth
N/A—110-110-100%$9.7K———
Brown Brothers Harriman & Co
N/A—104-104-100%$9.1K———
Fourth Dimension Wealth, LLC
N/A—70-70-100%$6.2K———
Cornerstone Financial Management LLC
N/A—60-60-100%$5.3K———
Mcguire Capital Advisors Inc
N/A—50-50-100%$4.4K———
Oxford Financial Group, Ltd. LLC
N/A—45-45-100%$4.0K———
Ameritas Investment Partners, Inc.
N/A—43-43-100%$3.8K———
Millstone Evans Group, LLC
N/A—32-32-100%$2.8K———
Topsail Wealth Management, LLC
N/A—31-31-100%$2.7K———
Bernard Wealth Management Corp.
N/A—31-31-100%$2.7K———
SOA Wealth Advisors, Llc.
N/A—31-31-100%$2.7K———
Operose Advisors LLC
N/A—30-30-100%$2.6K———
Horizon Bancorp Inc
N/A—29-29-100%$3.0K———
LRI Investments, LLC
N/A—22-22-100%$1.9K———
Nalls Sherbakoff Group, LLC
N/A—10-10-100%$843———
Truvestments Capital LLC
N/A—4-4-100%$352———
Longview Financial Advisors LLC
N/A—3-3-100%$264———
Ogorek Anthony Joseph
N/A—1-1-100%$0———
Luminist Capital LLC
N/A—00—$6.1K———
Showing 1850 of 1850 institutions