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State Street Spdr S&P Midcap (MDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
DECREASED
Shares951,131 from 963,812
Change-12,681 (-1%)
Value$624.6M (-$53.3M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares686,578 from 693,381
Change-6,803 (-1%)
Value$450.9M (-$36.8M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares470,454 from 477,136
Change-6,682 (-1%)
Value$309.0M (-$26.6M)
Filed 2026-11-09
Meitav Investment House LTD
DECREASED
Shares412,045 from 412,840
Change-795 (0%)
Value$270.6M (-$19.8M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares256,336 from 178,846
Change+77,490 (+43%)
Value$168.3M (+$42.5M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares237,165 from 236,181
Change+984 (+0%)
Value$155.7M (-$10.4M)
Filed 2026-11-02
Generali Asset Management SPA SGR
INCREASED
Shares179,949 from 164,778
Change+15,171 (+9%)
Value$118.2M (+$2.3M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares176,188 from 166,179
Change+10,009 (+6%)
Value$115.7M (-$1.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares160,998 from 161,143
Change-145 (0%)
Value$105.7M (-$7.6M)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares138,706 from 142,173
Change-3,467 (-2%)
Value$91.1M (-$8.9M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares105,153 from 120,108
Change-14,955 (-12%)
Value$69.1M (-$15.4M)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares99,916 from 101,656
Change-1,740 (-2%)
Value$65.8M (-$5.9M)
Filed 2026-10-29
Washington Trust Co
DECREASED
Shares79,945 from 81,402
Change-1,457 (-2%)
Value$52.5M (-$4.8M)
Filed 2026-10-22
Mirae Asset Securities (USA) Inc.
INCREASED
Shares77,729 from 50,072
Change+27,657 (+55%)
Value$51.0M (+$15.8M)
Filed 2026-10-15
Henshaw Capital LLC
UNCHANGED
Shares73,000 from 73,000
Change0 (0%)
Value$47.9M (-$3.4M)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares61,926 from 62,409
Change-483 (-1%)
Value$40.7M (-$3.2M)
Filed 2026-10-22
Citizens Financial Group Inc
INCREASED
Shares61,225 from 59,492
Change+1,733 (+3%)
Value$40.2M (-$1.6M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares59,819 from 66,690
Change-6,871 (-10%)
Value$39.3M (-$7.6M)
Filed 2026-11-02
Pittenger & Anderson Inc
INCREASED
Shares58,917 from 58,735
Change+182 (+0%)
Value$38.7M (-$2.6M)
Filed 2026-11-02
OFS Enterprise LLC
DECREASED
Shares56,725 from 56,835
Change-110 (0%)
Value$37.3M (-$2.7M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares55,261 from 49,110
Change+6,151 (+13%)
Value$36.8M (+$2.9M)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares55,183 from 56,215
Change-1,032 (-2%)
Value$36.2M (-$3.3M)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares54,462 from 49,926
Change+4,536 (+9%)
Value$35.8M (+$650.7K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares54,335 from 53,516
Change+819 (+2%)
Value$4.0M (+$297.1K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares51,162 from 54,236
Change-3,074 (-6%)
Value$33.6M (-$4.5M)
Filed 2026-10-05
Lido Advisors, LLC
DECREASED
Shares49,804 from 50,859
Change-1,055 (-2%)
Value$32.7M (-$3.1M)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares45,114 from 45,473
Change-359 (-1%)
Value$29.8M (-$1.5M)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares44,737 from 44,423
Change+314 (+1%)
Value$29.4M (-$1.9M)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares44,499 from 45,654
Change-1,155 (-3%)
Value$29.2K (-$32.1M)
Filed 2026-10-29
Cumberland Advisors Inc
INCREASED
Shares44,452 from 42,307
Change+2,145 (+5%)
Value$29.2M (-$564.1K)
Filed 2026-10-30
LCM Capital Management Inc
INCREASED
Shares44,447 from 44,192
Change+255 (+1%)
Value$29.2M (-$1.9M)
Filed 2026-10-20
Ascent Wealth Partners, LLC
INCREASED
Shares43,795 from 43,120
Change+675 (+2%)
Value$28.8M (-$1.6M)
Filed 2026-10-23
IFG Advisors, LLC
DECREASED
Shares43,164 from 43,944
Change-780 (-2%)
Value$28.3M (-$2.6M)
Filed 2026-10-15
Klingman & Associates, LLC
DECREASED
Shares41,195 from 41,488
Change-293 (-1%)
Value$27.1M (-$2.1M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,853 from 37,833
Change+2,020 (+5%)
Value$26.2K (-$26.6M)
Filed 2026-11-02
Conning Inc.
UNCHANGED
Shares38,022 from 38,022
Change0 (0%)
Value$25.0M (-$1.8M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares37,647 from 35,015
Change+2,632 (+8%)
Value$24.7M (+$95.6K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares33,793
Change+33,793
Value$23.8M
Filed 2026-10-29
Tiller Private Wealth, Inc.
DECREASED
Shares33,397 from 33,454
Change-57 (0%)
Value$21.9M (-$1.6M)
Filed 2026-10-26
Steele Capital Management, Inc.
DECREASED
Shares32,950 from 32,975
Change-25 (0%)
Value$21.7M (-$1.6M)
Filed 2026-11-02
Curbstone Financial Management Corp
DECREASED
Shares29,118 from 29,434
Change-316 (-1%)
Value$19.1M (-$1.6M)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares28,534 from 29,380
Change-846 (-3%)
Value$18.7M (-$1.9M)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares28,470 from 44,623
Change-16,153 (-36%)
Value$18.7M (-$10.8M)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares26,854 from 30,628
Change-3,774 (-12%)
Value$17.6M (-$3.9M)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED
Shares26,324 from 27,116
Change-792 (-3%)
Value$17.3M (-$1.8M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares25,899 from 15,989
Change+9,910 (+62%)
Value$17.0M (+$5.8M)
Filed 2026-11-06
Sanders Morris Harris LLC
NEW
Shares22,988
Change+22,988
Value$15.1M
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares22,524 from 22,594
Change-70 (0%)
Value$14.8M (-$1.1M)
Filed 2026-10-20
Peddock Capital Advisors, LLC
INCREASED
Shares21,530 from 20,975
Change+555 (+3%)
Value$14.1M (-$613.2K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares21,432 from 18,101
Change+3,331 (+18%)
Value$14.1M (+$1.3M)
Filed 2026-11-04
HighPoint Advisor Group LLC
DECREASED
Shares21,427 from 21,962
Change-535 (-2%)
Value$14.1M (-$1.4M)
Filed 2026-11-09
Caldwell Trust Co
DECREASED
Shares21,299 from 21,600
Change-301 (-1%)
Value$14.0M (-$1.2M)
Filed 2026-10-30
MCF Advisors LLC
DECREASED
Shares20,470 from 20,669
Change-199 (-1%)
Value$13.5M (-$1.1M)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
INCREASED
Shares19,742 from 10,342
Change+9,400 (+91%)
Value$13.0M (+$5.7M)
Filed 2026-10-30
jvl associates llc
UNCHANGED
Shares19,689 from 19,689
Change0 (0%)
Value$12.9M (-$918.1K)
Filed 2026-10-09
Carnegie Investment Counsel
DECREASED
Shares18,767 from 19,126
Change-359 (-2%)
Value$12.3M (-$1.1M)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares18,664 from 18,752
Change-88 (0%)
Value$12.3M (-$932.2K)
Filed 2026-10-20
Lutz Financial Services LLC
DECREASED
Shares18,133 from 18,176
Change-43 (0%)
Value$11.9M (-$875.8K)
Filed 2026-11-06
Yousif Capital Management, LLC
INCREASED
Shares18,108 from 11,007
Change+7,101 (+65%)
Value$11.9M (+$4.2M)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
DECREASED
Shares18,057 from 18,137
Change-80 (0%)
Value$11.9M (-$898.3K)
Filed 2026-10-21
GFS Advisors, LLC
INCREASED
Shares17,681 from 15,201
Change+2,480 (+16%)
Value$11.6M (+$11.6M)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares17,627 from 17,873
Change-246 (-1%)
Value$11.8M (-$720.6K)
Filed 2026-10-09
Central Bank & Trust Co
INCREASED
Shares17,479 from 17,010
Change+469 (+3%)
Value$11.5M (-$485.2K)
Filed 2026-10-09
Dumont & Blake Investment Advisors LLC
DECREASED
Shares17,294 from 17,394
Change-100 (-1%)
Value$11.4M (-$877.3K)
Filed 2026-10-28
Hummer Financial Advisory Services Inc
UNCHANGED
Shares17,189 from 17,189
Change0 (0%)
Value$11.3M (-$803.2K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares17,019 from 18,001
Change-982 (-5%)
Value$11.2M (-$1.5M)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares17,010 from 17,093
Change-83 (0%)
Value$11.2M (-$851.6K)
Filed 2026-10-01
Paulson Wealth Management Inc.
INCREASED
Shares16,291 from 13,887
Change+2,404 (+17%)
Value$10.7M (+$931.3K)
Filed 2026-11-02
Legacy Advisors, LLC
INCREASED
Shares15,984 from 15,938
Change+46 (+0%)
Value$10.5M (-$712.5K)
Filed 2026-10-19
Arvest Investments, Inc.
INCREASED
Shares15,722 from 15,536
Change+186 (+1%)
Value$10.3M (-$602.2K)
Filed 2026-10-21
Torrey-Payne Wealth Management, LLC
DECREASED
Shares15,700 from 15,961
Change-261 (-2%)
Value$10.3M (-$915.7K)
Filed 2026-11-09
Harbour Trust & Investment Management Co
DECREASED
Shares15,189 from 15,597
Change-408 (-3%)
Value$10.0M (-$995.2K)
Filed 2026-10-28
AGF Management LTD
DECREASED
Shares15,179 from 15,289
Change-110 (-1%)
Value$10.0M (-$785.2K)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
DECREASED
Shares15,157 from 15,925
Change-768 (-5%)
Value$10.0M (-$1.2M)
Filed 2026-10-09
NBT Bank, N.A.
DECREASED
Shares14,718 from 14,809
Change-91 (-1%)
Value$9.7M (-$750.0K)
Filed 2026-10-21
Granite FO LLC
DECREASED
Shares14,697 from 14,702
Change-5 (0%)
Value$9.7M (-$688.8K)
Filed 2026-10-14
Canopy Partners, LLC
DECREASED
Shares14,600 from 14,921
Change-321 (-2%)
Value$9.6M (-$906.6K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares14,586 from 14,723
Change-137 (-1%)
Value$9.6M (-$776.6K)
Filed 2026-10-16
Chesley Taft & Associates LLC
INCREASED
Shares14,387 from 14,342
Change+45 (+0%)
Value$9.4M (-$639.2K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares13,958 from 13,972
Change-14 (0%)
Value$9.2M (-$660.6K)
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares13,936 from 13,936
Change0 (0%)
Value$9.2M (-$649.8K)
Filed 2026-11-06
TKG Advisors, LLC
INCREASED
Shares13,805 from 13,629
Change+176 (+1%)
Value$9.1M (-$520.2K)
Filed 2026-11-02
First Merchants Corp
DECREASED
Shares13,558 from 14,160
Change-602 (-4%)
Value$8.9M (-$1.1M)
Filed 2026-10-15
Bokf, NA
INCREASED
Shares13,370 from 7,272
Change+6,098 (+84%)
Value$8.8M (+$3.7M)
Filed 2026-10-27
Busey Bank
UNCHANGED
Shares12,968 from 12,968
Change0 (0%)
Value$8.5M (-$604.7K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares12,829 from 13,739
Change-910 (-7%)
Value$8.4M (-$1.2M)
Filed 2026-10-16
RMR Wealth Builders
DECREASED
Shares12,721 from 13,395
Change-674 (-5%)
Value$8.4M (-$1.1M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares12,450 from 12,168
Change+282 (+2%)
Value$8.2M (-$383.3K)
Filed 2026-10-22
Staley Capital Advisers Inc
DECREASED
Shares12,294 from 12,594
Change-300 (-2%)
Value$8.1M (-$784.3K)
Filed 2026-11-06
Pacific Center for Financial Services
DECREASED
Shares12,256 from 12,312
Change-56 (0%)
Value$8.0M (-$610.5K)
Filed 2026-10-15
CMG Global Holdings, LLC
INCREASED
Shares11,589 from 11,394
Change+195 (+2%)
Value$7.6M (-$403.0K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares11,549 from 8,039
Change+3,510 (+44%)
Value$7.6M (+$1.9M)
Filed 2026-10-26
Valen Private Capital, LLC
NEW
Shares11,529
Change+11,529
Value$7.6M
Filed 2026-10-23
Madison Park Capital Advisors, LLC
INCREASED
Shares11,400 from 10,644
Change+756 (+7%)
Value$7.5M (+$731)
Filed 2026-10-28
Grove Bank & Trust
DECREASED
Shares11,389 from 12,709
Change-1,320 (-10%)
Value$7.5M (-$1.5M)
Filed 2026-10-08
Elyxium Wealth, LLC
UNCHANGED
Shares11,270 from 11,270
Change0 (0%)
Value$7.4M (-$525.5K)
Filed 2026-10-27
Lynx Capital Group LTD
INCREASED
Shares11,097 from 11,094
Change+3 (+0%)
Value$7.3M (-$516.0K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares11,039 from 11,177
Change-138 (-1%)
Value$7.2M (-$611.8K)
Filed 2026-10-26
G&S Capital LLC
INCREASED
Shares11,022 from 10,704
Change+318 (+3%)
Value$7.2M (-$290.1K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares11,017 from 6,722
Change+4,295 (+64%)
Value$7.2M (+$2.5M)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares10,982 from 10,913
Change+69 (+1%)
Value$7.2M (-$463.4K)
Filed 2026-10-08
Latigo Investments, LLC
UNCHANGED
Shares10,962 from 10,962
Change0 (0%)
Value$7.2M (-$511.2K)
Filed 2026-10-29
Mechanics Bank Trust Department
DECREASED
Shares10,714 from 10,786
Change-72 (-1%)
Value$7.0M (-$550.2K)
Filed 2026-10-13
Community Bank, N.A.
DECREASED
Shares10,707 from 10,812
Change-105 (-1%)
Value$7.0M (-$573.0K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,535 from 10,485
Change+50 (+0%)
Value$6.9M (-$455.9K)
Filed 2026-10-23
Linscomb Wealth, Inc.
DECREASED
Shares10,531 from 10,708
Change-177 (-2%)
Value$6.9M (-$615.0K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares10,449 from 11,355
Change-906 (-8%)
Value$6.9M (-$1.1M)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares10,289 from 10,406
Change-117 (-1%)
Value$6.8M (-$562.1K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares10,137 from 10,292
Change-155 (-2%)
Value$6.7M (-$581.7K)
Filed 2026-10-16
Hopwood Financial Services, Inc.
DECREASED
Shares9,992 from 10,032
Change-40 (0%)
Value$6.6M (-$493.7K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares9,869 from 9,668
Change+201 (+2%)
Value$6.9M (+$141.4K)
Filed 2026-11-06
Sageworth Trust Co
UNCHANGED
Shares9,569 from 9,569
Change0 (0%)
Value$6.3M (-$446.2K)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares9,547 from 9,790
Change-243 (-2%)
Value$6.3M (-$616.1K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares9,487 from 9,277
Change+210 (+2%)
Value$6.2M (-$295.8K)
Filed 2026-11-06
Adirondack Trust Co
DECREASED
Shares9,435 from 9,471
Change-36 (0%)
Value$6.2M (-$465.2K)
Filed 2026-10-14
Diversified Portfolios, Inc.
DECREASED
Shares9,364 from 9,483
Change-119 (-1%)
Value$6.1M (-$520.0K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares9,199 from 9,148
Change+51 (+1%)
Value$6.0M (-$393.0K)
Filed 2026-10-20
Barrett & Company, Inc.
DECREASED
Shares9,116 from 9,494
Change-378 (-4%)
Value$6.0M (-$690.7K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares9,061 from 8,898
Change+163 (+2%)
Value$6.0M (-$307.7K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
DECREASED
Shares8,994 from 9,319
Change-325 (-3%)
Value$5.9M (-$649.4K)
Filed 2026-10-15
Firestone Capital Management
DECREASED
Shares8,852 from 8,893
Change-41 (0%)
Value$5.8M (-$441.4K)
Filed 2026-11-03
Motco
DECREASED
Shares8,840 from 8,972
Change-132 (-1%)
Value$5.8M (-$505.1K)
Filed 2026-11-09
Lodestar Private Asset Management LLC
DECREASED
Shares8,832 from 11,608
Change-2,776 (-24%)
Value$5.8M (-$2.4M)
Filed 2026-10-26
Ti-Trust, Inc
INCREASED
Shares8,813 from 8,799
Change+14 (+0%)
Value$5.8M (-$401.1K)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares8,682 from 7,973
Change+709 (+9%)
Value$5.7M (+$93.9K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
DECREASED
Shares8,550 from 8,610
Change-60 (-1%)
Value$5.6M (-$440.7K)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares8,419 from 8,449
Change-30 (0%)
Value$5.5M (-$413.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,389 from 8,411
Change-22 (0%)
Value$5.5M (-$406.7K)
Filed 2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares8,309 from 8,433
Change-124 (-1%)
Value$5.5M (-$474.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares8,271 from 8,047
Change+224 (+3%)
Value$5.4M (-$228.0K)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares8,150 from 8,189
Change-39 (0%)
Value$5.4M (-$216.4K)
Filed 2026-10-21
Founders Financial Securities LLC
DECREASED
Shares8,083 from 8,113
Change-30 (0%)
Value$5.3M (-$398.0K)
Filed 2026-10-28
Sonata Capital Group Inc
INCREASED
Shares7,839 from 7,834
Change+5 (+0%)
Value$5.1M (-$362.1K)
Filed 2026-10-19
Associated Banc-Corp
INCREASED
Shares7,799 from 7,528
Change+271 (+4%)
Value$5.1M (-$173.1K)
Filed 2026-10-30
Nixon Peabody Trust Co
INCREASED
Shares7,722 from 7,556
Change+166 (+2%)
Value$5.1M (-$243.3K)
Filed 2026-10-23
Nicollet Investment Management, Inc.
DECREASED
Shares7,620 from 8,059
Change-439 (-5%)
Value$5.0K (-$5.7M)
Filed 2026-10-14
Evensky & Katz LLC
DECREASED
Shares7,615 from 7,654
Change-39 (-1%)
Value$5.0K (-$5.4M)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED
Shares7,590 from 7,629
Change-39 (-1%)
Value$5.0M (-$381.4K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares7,573 from 7,459
Change+114 (+2%)
Value$5.0M (-$272.8K)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares7,572 from 7,597
Change-25 (0%)
Value$5.0M (-$371.2K)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares7,510 from 7,510
Change0 (0%)
Value$5.0M (-$326.5K)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
DECREASED
Shares7,394 from 7,544
Change-150 (-2%)
Value$4.9M (-$450.3K)
Filed 2026-10-14
Breakwater Capital Group
INCREASED
Shares7,339 from 7,297
Change+42 (+1%)
Value$4.8M (-$312.4K)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares7,164 from 7,460
Change-296 (-4%)
Value$4.7M (-$542.2K)
Filed 2026-10-06
Crestwood Advisors Group, LLC
DECREASED
Shares7,154 from 7,419
Change-265 (-4%)
Value$4.7M (-$520.0K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares7,110 from 7,047
Change+63 (+1%)
Value$4.7M (-$287.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares7,104 from 7,093
Change+11 (+0%)
Value$4.7M (-$323.4K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares6,965 from 8,192
Change-1,227 (-15%)
Value$4.6M (-$1.2M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares6,904 from 5,909
Change+995 (+17%)
Value$4.5M (+$377.6K)
Filed 2026-11-06
James T. Borello RIA
INCREASED
Shares6,832 from 6,819
Change+13 (+0%)
Value$4.5M (-$309.4K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,381 from 6,281
Change+100 (+2%)
Value$4.2M (-$227.2K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares6,304 from 6,347
Change-43 (-1%)
Value$4.1M (-$324.2K)
Filed 2026-11-04
Union Savings Bank
DECREASED
Shares6,250 from 6,347
Change-97 (-2%)
Value$4.1M (-$359.6K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED
Shares6,217 from 6,221
Change-4 (0%)
Value$4.1M (-$292.7K)
Filed 2026-10-26
Colorado Capital Management, Inc.
DECREASED
Shares6,152 from 7,098
Change-946 (-13%)
Value$4.0K (-$952)
Filed 2026-10-15
Means Investment Co., Inc.
DECREASED
Shares6,065 from 7,308
Change-1,243 (-17%)
Value$4.0M (-$1.2M)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares6,021 from 6,042
Change-21 (0%)
Value$4.0M (-$295.4K)
Filed 2026-11-05
Clear Point Advisors Inc.
DECREASED
Shares6,003 from 6,023
Change-20 (0%)
Value$3.9M (-$294.1K)
Filed 2026-10-30
First Citizens Bank & Trust Co
DECREASED
Shares5,983 from 6,052
Change-69 (-1%)
Value$3.9M (-$327.5K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares5,981 from 5,891
Change+90 (+2%)
Value$3.9M (-$216.5K)
Filed 2026-10-15
Segment Wealth Management, LLC
DECREASED
Shares5,975 from 6,078
Change-103 (-2%)
Value$3.9M (-$351.1K)
Filed 2026-10-26
Bailard, Inc.
DECREASED
Shares5,972 from 5,978
Change-6 (0%)
Value$3.9M (-$282.7K)
Filed 2026-10-13
Roan Capital Partners
INCREASED
Shares5,883 from 5,554
Change+329 (+6%)
Value$3.9M (-$42.8K)
Filed 2026-10-09
Precedent Wealth Partners, LLC
DECREASED
Shares5,869 from 5,880
Change-11 (0%)
Value$3.9M (-$281.4K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,835 from 5,835
Change0 (0%)
Value$3.8M (-$272.1K)
Filed 2026-10-23
Sepio Capital, LP
UNCHANGED
Shares5,810 from 5,810
Change0 (0%)
Value$3.8M (-$270.9K)
Filed 2026-10-22
Tandem Investment Partners LLC
DECREASED
Shares5,798 from 5,923
Change-125 (-2%)
Value$3.8M (-$358.3K)
Filed 2026-10-16
Matrix Asset Advisors Inc
DECREASED
Shares5,787 from 5,926
Change-139 (-2%)
Value$3.8M (-$366.9K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares5,653 from 5,829
Change-176 (-3%)
Value$3.7M (-$387.2K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares5,643 from 5,626
Change+17 (+0%)
Value$3.7M (-$250.6K)
Filed 2026-10-23
Salomon & Ludwin, LLC
INCREASED
Shares5,640 from 5,616
Change+24 (+0%)
Value$3.7M (-$210.9K)
Filed 2026-10-29
Paller Financial Services Inc
DECREASED
Shares5,596 from 5,952
Change-356 (-6%)
Value$3.7M (-$511.3K)
Filed 2026-10-13
Woodstock Corp
DECREASED
Shares5,595 from 5,919
Change-324 (-5%)
Value$3.7M (-$488.8K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares5,523 from 5,280
Change+243 (+5%)
Value$3.7M (+$33.7K)
Filed 2026-10-08
GLR Partners, LLC
INCREASED
Shares5,513 from 5,060
Change+453 (+9%)
Value$3.6M (+$61.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares5,399 from 5,366
Change+33 (+1%)
Value$3.6M (-$158.7K)
Filed 2026-10-16
Eastern Bank
DECREASED
Shares5,378 from 5,448
Change-70 (-1%)
Value$3.5M (-$300.0K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares5,358 from 3,621
Change+1,737 (+48%)
Value$3.5M (+$971.9K)
Filed 2026-10-08
Romano Brothers and Company
DECREASED
Shares5,352 from 5,452
Change-100 (-2%)
Value$3.5M (-$319.9K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares5,349 from 5,384
Change-35 (-1%)
Value$3.5M (-$281.7K)
Filed 2026-10-23
Winter & Associates, Inc.
DECREASED
Shares5,163 from 5,228
Change-65 (-1%)
Value$3.4M (-$233.8K)
Filed 2026-10-23
HB Wealth Management, LLC
DECREASED
Shares5,071 from 5,326
Change-255 (-5%)
Value$3.3M (-$415.9K)
Filed 2026-10-23
Crescent Sterling, Ltd.
DECREASED
Shares5,055 from 5,163
Change-108 (-2%)
Value$3.3M (-$311.6K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares5,040 from 4,438
Change+602 (+14%)
Value$3.3M (+$188.3K)
Filed 2026-10-16
Northstar Asset Management Co
DECREASED
Shares4,930 from 5,030
Change-100 (-2%)
Value$3.3M (-$174.0K)
Filed 2026-10-22
Pegasus Asset Management, Inc.
DECREASED
Shares4,893 from 4,966
Change-73 (-1%)
Value$3.2M (-$279.5K)
Filed 2026-11-03
Salem Investment Counselors Inc
INCREASED
Shares4,840 from 4,195
Change+645 (+15%)
Value$3.2M (+$228.6K)
Filed 2026-10-13
Jefferies Financial Group Inc.
INCREASED
Shares4,811 from 2,033
Change+2,778 (+137%)
Value$3.2M (+$1.7M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares4,778 from 4,843
Change-65 (-1%)
Value$3.1M (-$268.5K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares4,773 from 4,809
Change-36 (-1%)
Value$3.1M (-$247.9K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares4,710 from 4,687
Change+23 (+0%)
Value$3.1M (-$203.3K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
INCREASED
Shares4,678 from 4,677
Change+1 (+0%)
Value$3.1M (-$158.9K)
Filed 2026-10-19
Blue Fin Capital, Inc.
INCREASED
Shares4,624 from 4,509
Change+115 (+3%)
Value$3.0M (-$134.7K)
Filed 2026-10-28
Blueline Advisors LLC
DECREASED
Shares4,601 from 4,617
Change-16 (0%)
Value$3.0M (-$227.8K)
Filed 2026-10-15
West Paces Advisors Inc.
DECREASED
Shares4,599 from 4,671
Change-72 (-2%)
Value$3.0M (-$265.6K)
Filed 2026-10-13
Shoker Investment Counsel, Inc.
INCREASED
Shares4,553 from 4,552
Change+1 (+0%)
Value$3.0M (-$211.2K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares4,524 from 6,106
Change-1,582 (-26%)
Value$3.0M (-$1.3M)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares4,520 from 4,590
Change-70 (-2%)
Value$3.0M (-$260.6K)
Filed 2026-10-22
Element Pointe Advisors, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$3.0M (-$209.8K)
Filed 2026-10-21
Orange Investment Advisors, Inc.
DECREASED
Shares4,486 from 4,519
Change-33 (-1%)
Value$2.9M (-$232.4K)
Filed 2026-10-23
Gilman Hill Asset Management, LLC
UNCHANGED
Shares4,408 from 4,408
Change0 (0%)
Value$2.9M (-$205.5K)
Filed 2026-10-13
Veracity Capital LLC
UNCHANGED
Shares4,359 from 4,359
Change0 (0%)
Value$2.9M (-$203.3K)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares4,349 from 4,143
Change+206 (+5%)
Value$2.9M (-$57.9K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares4,325 from 4,421
Change-96 (-2%)
Value$2.8M (-$268.0K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,300 from 4,364
Change-64 (-1%)
Value$2.8M (-$245.2K)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares4,290 from 4,312
Change-22 (-1%)
Value$2.8M (-$216.0K)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares4,258 from 4,358
Change-100 (-2%)
Value$2.8M (-$268.9K)
Filed 2026-11-06
IFG Advisory, LLC
DECREASED
Shares4,183 from 4,265
Change-82 (-2%)
Value$2.7M (-$252.8K)
Filed 2026-11-09
Steel Grove Capital Advisors, LLC
INCREASED
Shares4,151 from 4,038
Change+113 (+3%)
Value$2.7M (-$114.0K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$2.7M (-$193.5K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,086 from 3,820
Change+266 (+7%)
Value$2.7M (-$3.5K)
Filed 2026-11-05
Courier Capital LLC
UNCHANGED
Shares4,013 from 4,013
Change0 (0%)
Value$2.6M (-$186.9K)
Filed 2026-10-19
Equitable Trust Co
UNCHANGED
Shares3,977 from 3,977
Change0 (0%)
Value$2.6M (-$185.4K)
Filed 2026-10-13
Davidson Trust Co
INCREASED
Shares3,965 from 3,738
Change+227 (+6%)
Value$2.6M (-$25.2K)
Filed 2026-10-09
Sage Financial Management Group, Inc.
DECREASED
Shares3,935 from 3,981
Change-46 (-1%)
Value$2.6M (-$215.9K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
INCREASED
Shares3,917 from 3,514
Change+403 (+11%)
Value$2.6M (+$100.1K)
Filed 2026-11-09
ARS Investment Partners, LLC
INCREASED
Shares3,909 from 3,875
Change+34 (+1%)
Value$2.6M (-$158.3K)
Filed 2026-11-05
Baron Financial Group, LLC
INCREASED
Shares3,885 from 3,880
Change+5 (+0%)
Value$2.6M (-$177.3K)
Filed 2026-10-09
Cambridge Advisors Inc.
DECREASED
Shares3,884 from 3,894
Change-10 (0%)
Value$2.6M (-$188.1K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
DECREASED
Shares3,871 from 4,026
Change-155 (-4%)
Value$2.5M (-$289.4K)
Filed 2026-10-27
Park Capital Management, LLC / WI
DECREASED
Shares3,865 from 3,892
Change-27 (-1%)
Value$2.5M (-$199.2K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares3,851 from 3,555
Change+296 (+8%)
Value$2.5M (+$28.8K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares3,850 from 7,710
Change-3,860 (-50%)
Value$2.6M (-$2.8M)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares3,845 from 1,097
Change+2,748 (+251%)
Value$2.5M (+$1.8M)
Filed 2026-10-22
Victory Financial Group, LLC
DECREASED
Shares3,842 from 3,864
Change-22 (-1%)
Value$2.5M (-$194.7K)
Filed 2026-10-27
AlTi Global, Inc.
INCREASED
Shares3,805 from 3,247
Change+558 (+17%)
Value$2.5M (+$215.6K)
Filed 2026-11-09
Steph & Co
DECREASED
Shares3,800 from 4,733
Change-933 (-20%)
Value$2.5M (-$833.4K)
Filed 2026-10-07
TD Private Client Wealth LLC
DECREASED
Shares3,787 from 6,209
Change-2,422 (-39%)
Value$2.5M (-$1.9M)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares3,743 from 3,908
Change-165 (-4%)
Value$2.5M (-$241.0K)
Filed 2026-11-02
Clientfirst Wealth Management, LLC
UNCHANGED
Shares3,741 from 3,741
Change0 (0%)
Value$2.5M (-$174.4K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-26
Intelligent Financial Strategies
UNCHANGED
Shares3,678 from 3,678
Change0 (0%)
Value$2.4M (-$171.9K)
Filed 2026-10-16
Lewis Asset Management, LLC
INCREASED
Shares3,675 from 3,674
Change+1 (+0%)
Value$2.4M (-$165.1K)
Filed 2026-10-14
St. Johns Investment Management Company, LLC
DECREASED
Shares3,661 from 3,819
Change-158 (-4%)
Value$2.4M (-$281.8K)
Filed 2026-10-30
Churchill Financial Advisors, LLC
DECREASED
Shares3,645 from 3,667
Change-22 (-1%)
Value$2.4M (-$185.4K)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares3,597 from 3,583
Change+14 (+0%)
Value$2.4M (-$157.9K)
Filed 2026-10-27
Coldstream Capital Management Inc
UNCHANGED
Shares3,589 from 3,589
Change0 (0%)
Value$2.4M (-$167.4K)
Filed 2026-11-09
Weil Company, Inc.
DECREASED
Shares3,580 from 3,685
Change-105 (-3%)
Value$2.4M (-$241.2K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
INCREASED
Shares3,571 from 3,542
Change+29 (+1%)
Value$2.3M (-$146.3K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED
Shares3,522 from 3,696
Change-174 (-5%)
Value$2.3M (-$286.6K)
Filed 2026-11-03
RVW Wealth, LLC
DECREASED
Shares3,521 from 3,770
Change-249 (-7%)
Value$2.3M (-$339.3K)
Filed 2026-10-06
Providence Financial Advisors, LLC
DECREASED
Shares3,478 from 4,218
Change-740 (-18%)
Value$2.3M (-$682.6K)
Filed 2026-11-06
Marin Bay Wealth Advisors, LLC
DECREASED
Shares3,475 from 3,524
Change-49 (-1%)
Value$2.3M (-$196.6K)
Filed 2026-10-28
Finley Financial, LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$2.3M (-$138.9K)
Filed 2026-10-28
Gryphon Financial Partners LLC
UNCHANGED
Shares3,470 from 3,470
Change0 (0%)
Value$2.3M (-$161.8K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares3,468 from 2,092
Change+1,376 (+66%)
Value$2.3M (+$884.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares3,467 from 3,513
Change-46 (-1%)
Value$2.3M (-$194.2K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares3,446 from 3,262
Change+184 (+6%)
Value$2.3M (-$31.3K)
Filed 2026-10-20
Greenleaf Trust
DECREASED
Shares3,406 from 5,597
Change-2,191 (-39%)
Value$2.2M (-$1.7M)
Filed 2026-10-29
1834 Investment Advisors Co
DECREASED
Shares3,392 from 3,397
Change-5 (0%)
Value$2.2M (-$161.7K)
Filed 2026-10-16
CWS Financial Advisors, LLC
INCREASED
Shares3,341 from 3,332
Change+9 (+0%)
Value$2.2M (-$149.9K)
Filed 2026-10-16
Lionsbridge Wealth Management LLC
DECREASED
Shares3,333 from 3,643
Change-310 (-9%)
Value$2.2M (-$373.5K)
Filed 2026-10-26
ZWJ Investment Counsel Inc
INCREASED
Shares3,322 from 3,231
Change+91 (+3%)
Value$2.2M (-$90.9K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares3,321 from 3,130
Change+191 (+6%)
Value$2.2M (-$21.0K)
Filed 2026-10-13
Baker Avenue Asset Management, LP
DECREASED
Shares3,291 from 3,427
Change-136 (-4%)
Value$2.2M (-$249.1K)
Filed 2026-11-06
Embree Financial Group
DECREASED
Shares3,287 from 3,293
Change-6 (0%)
Value$2.2M (-$157.8K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares3,275 from 1,853
Change+1,422 (+77%)
Value$2.2M (+$847.7K)
Filed 2026-10-09
Woodmont Investment Counsel LLC
INCREASED
Shares3,232 from 3,042
Change+190 (+6%)
Value$2.1M (-$17.1K)
Filed 2026-10-29
Coastline Trust Co
DECREASED
Shares3,203 from 5,243
Change-2,040 (-39%)
Value$2.1M (-$1.6M)
Filed 2026-10-01
Atria Investments, Inc
DECREASED
Shares3,184 from 9,301
Change-6,117 (-66%)
Value$2.1M (-$4.5M)
Filed 2026-10-15
Finivi Inc.
INCREASED
Shares3,179 from 3,080
Change+99 (+3%)
Value$2.1M (-$78.6K)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares3,178 from 3,185
Change-7 (0%)
Value$2.1M (-$153.1K)
Filed 2026-10-22
Gridiron Partners, LLC
UNCHANGED
Shares3,123 from 3,123
Change0 (0%)
Value$2.1M (-$145.6K)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares3,107 from 3,107
Change0 (0%)
Value$2.0M (-$144.9K)
Filed 2026-10-16
Junk Investment Group, LLC
INCREASED
Shares3,084 from 3,077
Change+7 (+0%)
Value$2.0M (-$139.0K)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares3,042 from 2,939
Change+103 (+4%)
Value$2.0M (-$69.4K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares3,040 from 3,038
Change+2 (+0%)
Value$2.0M (-$140.8K)
Filed 2026-11-06
Aspiriant, LLC
DECREASED
Shares3,036 from 3,063
Change-27 (-1%)
Value$2.0M (-$160.6K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares2,994 from 1,605
Change+1,389 (+87%)
Value$2.0M (+$880.2K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,983 from 3,006
Change-23 (-1%)
Value$2.0M (-$155.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
DECREASED
Shares2,980 from 3,872
Change-892 (-23%)
Value$2.0M (-$766.3K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares2,955 from 2,051
Change+904 (+44%)
Value$1.9K (-$1.4M)
Filed 2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$1.9M (-$137.7K)
Filed 2026-10-28
GenTrust, LLC
INCREASED
Shares2,915 from 2,914
Change+1 (+0%)
Value$1.9M (-$135.9K)
Filed 2026-11-06
Providence First Trust Co
DECREASED
Shares2,894 from 4,114
Change-1,220 (-30%)
Value$1.9M (-$993.0K)
Filed 2026-11-02
Carolina Wealth Management Inc
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$1.9M (-$134.7K)
Filed 2026-10-29
Coyle Financial Counsel LLC
INCREASED
Shares2,866 from 2,773
Change+93 (+3%)
Value$1.9M (-$68.2K)
Filed 2026-10-28
Integrated Advisors Network LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$1.8M (-$131.0K)
Filed 2026-10-20
Obermeyer Wealth Partners
DECREASED
Shares2,797 from 2,808
Change-11 (0%)
Value$1.8M (-$138.2K)
Filed 2026-10-21
Hardy Reed LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$1.8M (-$129.4K)
Filed 2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares2,773 from 2,786
Change-13 (0%)
Value$1.8M (-$138.7K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,738 from 2,525
Change+213 (+8%)
Value$1.8M (+$22.2K)
Filed 2026-10-23
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$1.8M (-$125.9K)
Filed 2026-11-06
TruNorth Capital Management, LLC
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$1.8M (-$125.8K)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares2,670 from 2,705
Change-35 (-1%)
Value$1.8M (-$149.1K)
Filed 2026-10-14
Advus Financial Partners, LLC
DECREASED
Shares2,666 from 2,730
Change-64 (-2%)
Value$1.8M (-$174.0K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$1.7M (-$121.5K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,578 from 1,966
Change+612 (+31%)
Value$1.7M (+$321.3K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$1.7M (-$117.3K)
Filed 2026-10-22
Accredited Investors Inc.
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$1.6M (-$116.4K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares2,492 from 2,127
Change+365 (+17%)
Value$1.6M (+$140.5K)
Filed 2026-11-02
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares2,489 from 2,489
Change0 (0%)
Value$1.6M (-$116.0K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares2,472 from 2,285
Change+187 (+8%)
Value$1.6K (+$17)
Filed 2026-10-02
Trust Co of Vermont
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$1.6M (-$115.0K)
Filed 2026-10-21
Semitam Bonam LLC
DECREASED
Shares2,462 from 2,484
Change-22 (-1%)
Value$1.6M (-$130.4K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$1.6M (-$114.4K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares2,448 from 2,504
Change-56 (-2%)
Value$1.6M (-$153.5K)
Filed 2026-10-29
Berman McAleer LLC
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$1.6M (-$113.5K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares2,429 from 2,445
Change-16 (-1%)
Value$1.6M (-$124.2K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares2,426 from 2,460
Change-34 (-1%)
Value$1.6M (-$137.0K)
Filed 2026-10-13
Zions Bancorporation, National Association
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$1.6M (-$112.8K)
Filed 2026-11-06
ARK & TLK Investments, LLC
DECREASED
Shares2,417 from 2,617
Change-200 (-8%)
Value$1.6M (-$253.4K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
DECREASED
Shares2,397 from 2,622
Change-225 (-9%)
Value$1.6M (-$270.0K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares2,375 from 2,205
Change+170 (+8%)
Value$1.6M (+$8.9K)
Filed 2026-11-06
Capital Investment Counsel, LLC
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$1.5M (-$110.0K)
Filed 2026-10-14
Revolve Wealth Partners, LLC
DECREASED
Shares2,354 from 3,649
Change-1,295 (-35%)
Value$1.5M (-$1.0M)
Filed 2026-10-23
Virtue Asset Management LLC
UNCHANGED
Shares2,347 from 2,347
Change0 (0%)
Value$1.5M (-$109.4K)
Filed 2026-10-21
Berkshire Money Management, Inc.
NEW
Shares2,341
Change+2,341
Value$1.5M
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares2,341 from 2,345
Change-4 (0%)
Value$1.5M (-$111.9K)
Filed 2026-11-04
Journey Advisory Group, LLC
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$1.5M (-$108.6K)
Filed 2026-11-04
Alpha Wealth Funds, LLC
DECREASED
Shares2,320 from 2,334
Change-14 (-1%)
Value$1.5M (-$118.0K)
Filed 2026-11-05
Vise Technologies, Inc.
DECREASED
Shares2,306 from 2,507
Change-201 (-8%)
Value$1.5M (-$249.0K)
Filed 2026-10-29
Montecito Bank & Trust
DECREASED
Shares2,294 from 2,304
Change-10 (0%)
Value$1.5M (-$114.0K)
Filed 2026-10-01
Peterson Wealth Services
INCREASED
Shares2,282 from 2,081
Change+201 (+10%)
Value$1.5M (+$35.1K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares2,259 from 1,519
Change+740 (+49%)
Value$1.5M (+$415.3K)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$1.5M (-$104.4K)
Filed 2026-10-05
American Capital Advisory, LLC
DECREASED
Shares2,220 from 2,275
Change-55 (-2%)
Value$1.5M (-$142.2K)
Filed 2026-10-28
Peterson Wealth Management
DECREASED
Shares2,218 from 2,499
Change-281 (-11%)
Value$1.5M (-$301.4K)
Filed 2026-11-06
Bedminster, LLC
DECREASED
Shares2,210 from 2,238
Change-28 (-1%)
Value$1.5M (-$122.7K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares2,158 from 1,858
Change+300 (+16%)
Value$1.4M (+$110.4K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
DECREASED
Shares2,157 from 2,181
Change-24 (-1%)
Value$1.4M (-$117.4K)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares2,156 from 2,237
Change-81 (-4%)
Value$1.4M (-$157.6K)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares2,151 from 2,151
Change0 (0%)
Value$1.4M (-$100.3K)
Filed 2026-10-08
Rockland Trust Co
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$1.4M (-$98.3K)
Filed 2026-10-05
Florida Trust Wealth Management Co
INCREASED
Shares2,107 from 1,910
Change+197 (+10%)
Value$1.4M (+$40.3K)
Filed 2026-11-05
Sentinel Trust Co LBA
DECREASED
Shares2,101 from 2,104
Change-3 (0%)
Value$1.4K (-$100)
Filed 2026-11-03
Compass Wealth Management LLC
DECREASED
Shares2,098 from 2,163
Change-65 (-3%)
Value$1.4M (-$143.5K)
Filed 2026-10-22
Emprise Bank
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$1.4M (-$97.7K)
Filed 2026-10-07
Golden State Wealth Management, LLC
DECREASED
Shares2,089 from 2,100
Change-11 (-1%)
Value$1.4M (-$105.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares2,078 from 2,901
Change-823 (-28%)
Value$1.4M (-$675.9K)
Filed 2026-10-21
Global Wealth Strategies & Associates
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$1.4M (-$96.3K)
Filed 2026-10-02
Sunbeam Capital Management, LLC
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$1.4M (-$96.2K)
Filed 2026-11-05
Kennebec Savings Bank
DECREASED
Shares2,049 from 2,113
Change-64 (-3%)
Value$1.3M (-$140.6K)
Filed 2026-10-22
Rise Advisors, LLC
INCREASED
Shares2,038 from 2,011
Change+27 (+1%)
Value$1.3M (-$75.9K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares2,026 from 2,043
Change-17 (-1%)
Value$1.3M (-$106.4K)
Filed 2026-11-03
Bill Few Associates, Inc.
DECREASED
Shares2,023 from 2,025
Change-2 (0%)
Value$1.3M (-$95.7K)
Filed 2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$1.3M (-$59.2K)
Filed 2026-11-04
Orgel Wealth Management, LLC
DECREASED
Shares2,017 from 2,050
Change-33 (-2%)
Value$1.3M (-$117.3K)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares2,006
Change+2,006
Value$183
Filed 2026-10-02
Arthur M. Cohen & Associates, LLC
INCREASED
Shares1,995 from 1,994
Change+1 (+0%)
Value$1.3M (-$92.2K)
Filed 2026-10-26
FF Advisors,LLC
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$1.3M (-$92.5K)
Filed 2026-10-21
TopTier Wealth Management, LLC
DECREASED
Shares1,970 from 1,977
Change-7 (0%)
Value$1.3M (-$97.0K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$1.3M (-$91.7K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares1,963 from 1,907
Change+56 (+3%)
Value$1.3M (-$51.8K)
Filed 2026-10-14
First City Capital Management, Inc.
INCREASED
Shares1,959 from 1,957
Change+2 (+0%)
Value$1.3M (-$89.9K)
Filed 2026-10-27
GEM Asset Management, LLC
INCREASED
Shares1,958 from 1,741
Change+217 (+12%)
Value$1.3M (+$61.1K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,936 from 1,879
Change+57 (+3%)
Value$1.3M (-$50.2K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
INCREASED
Shares1,935 from 1,934
Change+1 (+0%)
Value$1.3M (-$90.2K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares1,932 from 2,445
Change-513 (-21%)
Value$1.3K (-$1.7M)
Filed 2026-10-22
Aprio Wealth Management, LLC
DECREASED
Shares1,929 from 2,635
Change-706 (-27%)
Value$1.3M (-$586.5K)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares1,917 from 2,036
Change-119 (-6%)
Value$1.3M (-$173.3K)
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$1.3M (-$89.2K)
Filed 2026-11-06
Taylor Financial Group, Inc.
INCREASED
Shares1,903 from 1,883
Change+20 (+1%)
Value$1.2M (-$74.7K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$1.2M (-$88.4K)
Filed 2026-10-13
Private Wealth Group, LLC
UNCHANGED
Shares1,887 from 1,887
Change0 (0%)
Value$1.2M (-$88.0K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$1.2M (-$87.2K)
Filed 2026-11-05
Forza Wealth Management, LLC
DECREASED
Shares1,866 from 1,876
Change-10 (-1%)
Value$1.2M (-$94.0K)
Filed 2026-10-20
Level Four Advisory Services, LLC
UNCHANGED
Shares1,856 from 1,856
Change0 (0%)
Value$1.2M (-$86.5K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares1,855 from 1,759
Change+96 (+5%)
Value$1.2M (-$19.2K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$1.2M (-$85.8K)
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares1,836 from 1,692
Change+144 (+9%)
Value$1.2M (+$15.7K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,817 from 2,356
Change-539 (-23%)
Value$1.2M (-$464.0K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares1,812 from 1,478
Change+334 (+23%)
Value$1.2M (+$150.4K)
Filed 2026-10-27
Jordan Park Group LLC
INCREASED
Shares1,808 from 1,664
Change+144 (+9%)
Value$1.2M (+$17.0K)
Filed 2026-11-06
AlphaStar Capital Management, LLC
DECREASED
Shares1,806 from 2,128
Change-322 (-15%)
Value$1.2M (-$310.7K)
Filed 2026-10-16
Parsons Capital Management Inc
DECREASED
Shares1,802 from 1,818
Change-16 (-1%)
Value$1.2M (-$95.3K)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
DECREASED
Shares1,801 from 2,076
Change-275 (-13%)
Value$1.2M (-$231.4K)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$1.2M (-$83.9K)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$1.2M (-$83.7K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares1,780 from 1,860
Change-80 (-4%)
Value$1.2M (-$139.3K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares1,776 from 1,749
Change+27 (+2%)
Value$1.2M (-$63.7K)
Filed 2026-10-26
Lynch & Associates
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$1.1M (-$81.1K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$1.1M (-$81.3K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares1,738 from 1,727
Change+11 (+1%)
Value$1.1M (-$73.0K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares1,705 from 1,795
Change-90 (-5%)
Value$1.1M (-$142.8K)
Filed 2026-11-04
Middleton & Co Inc
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$1.1M (-$78.9K)
Filed 2026-10-23
SVB Wealth LLC
DECREASED
Shares1,687 from 1,742
Change-55 (-3%)
Value$1.1M (-$117.3K)
Filed 2026-11-06
SteelPeak Wealth, LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$1.1M (-$78.8K)
Filed 2026-10-16
Park National Corp
DECREASED
Shares1,684 from 1,738
Change-54 (-3%)
Value$1.1M (-$116.5K)
Filed 2026-10-05
Darrow Company, Inc.
DECREASED
Shares1,683 from 1,684
Change-1 (0%)
Value$1.1M (-$78.5K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares1,671 from 1,648
Change+23 (+1%)
Value$1.1M (-$62.1K)
Filed 2026-11-09
Hanson & Doremus Investment Management
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$1.1K (-$1.2M)
Filed 2026-10-16
Legacy Private Trust Co.
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$1.1M (-$77.6K)
Filed 2026-10-06
Tsfg, LLC
DECREASED
Shares1,652 from 2,760
Change-1,108 (-40%)
Value$1.1K (-$1.9M)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares1,650 from 1,608
Change+42 (+3%)
Value$1.1M (-$47.0K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares1,645 from 1,073
Change+572 (+53%)
Value$1.1M (+$418.6K)
Filed 2026-10-13
Vaughan David Investments LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-11-05
Braun Stacey Associates Inc
DECREASED
Shares1,618 from 1,676
Change-58 (-3%)
Value$1.1M (-$116.2K)
Filed 2026-10-19
Toth Financial Advisory Corp
DECREASED
Shares1,604 from 4,183
Change-2,579 (-62%)
Value$1.1M (-$1.9M)
Filed 2026-10-08
Cannon Capital Management, Inc.
DECREASED
Shares1,591 from 1,653
Change-62 (-4%)
Value$1.0M (-$118.3K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares1,577 from 1,582
Change-5 (0%)
Value$1.0M (-$77.1K)
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares1,564 from 1,562
Change+2 (+0%)
Value$1.0M (-$71.4K)
Filed 2026-10-16
BLB&B Advisors, LLC
INCREASED
Shares1,549 from 1,076
Change+473 (+44%)
Value$1.0M (+$260.5K)
Filed 2026-10-27
Capital Advantage, Inc.
DECREASED
Shares1,542 from 1,696
Change-154 (-9%)
Value$1.0M (-$180.2K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares1,531 from 1,887
Change-356 (-19%)
Value$1.0M (-$322.1K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED
Shares1,530 from 1,695
Change-165 (-10%)
Value$1.0M (-$159.3K)
Filed 2026-10-28
WealthSpring Partners, LLC
INCREASED
Shares1,509 from 1,420
Change+89 (+6%)
Value$991.2K (-$7.4K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares1,506 from 1,505
Change+1 (+0%)
Value$989.1K (-$69.7K)
Filed 2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares1,497 from 1,728
Change-231 (-13%)
Value$983.1K (-$232.3K)
Filed 2026-10-14
Paragon Capital Management Ltd
DECREASED
Shares1,486 from 1,511
Change-25 (-2%)
Value$975.9K (-$86.9K)
Filed 2026-10-09
General Partner, Inc.
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$974.6K (-$69.2K)
Filed 2026-10-05
Gen-Wealth Partners Inc
DECREASED
Shares1,472 from 1,507
Change-35 (-2%)
Value$966.7K (-$93.3K)
Filed 2026-11-04
Apeiron RIA LLC
INCREASED
Shares1,463 from 1,376
Change+87 (+6%)
Value$970.2K (+$2.7K)
Filed 2026-10-08
3Edge Asset Management, LP
DECREASED
Shares1,460 from 2,018
Change-558 (-28%)
Value$959.1K (-$460.3K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
DECREASED
Shares1,440 from 1,457
Change-17 (-1%)
Value$945.7K (-$79.1K)
Filed 2026-10-19
M. Kraus & Co
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$935.8K (-$66.4K)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
DECREASED
Shares1,424 from 1,425
Change-1 (0%)
Value$937.7K (-$66.8K)
Filed 2026-11-04
Prosperity Planning, Inc.
INCREASED
Shares1,406 from 1,404
Change+2 (+0%)
Value$923.3K (-$64.2K)
Filed 2026-10-09
Leisure Capital Management
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$922.7K (-$65.5K)
Filed 2026-11-03
LAM Group, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$919.4K (-$65.3K)
Filed 2026-10-26
Stablepoint Partners, LLC
INCREASED
Shares1,399 from 1,059
Change+340 (+32%)
Value$919.0K (+$173.9K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares1,399 from 1,405
Change-6 (0%)
Value$918.7K (-$69.7K)
Filed 2026-10-07
Black Diamond Financial, LLC
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$916.8K (-$65.1K)
Filed 2026-10-26
Sawgrass Asset Management LLC
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$914.8K (-$65.0K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
DECREASED
Shares1,392 from 1,441
Change-49 (-3%)
Value$914.1K (-$99.4K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares1,386 from 1,263
Change+123 (+10%)
Value$910.2K (+$21.9K)
Filed 2026-10-20
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$908.5K (-$64.2K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares1,372 from 1,602
Change-230 (-14%)
Value$901.0K (-$225.7K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares1,372 from 1,283
Change+89 (+7%)
Value$901.0K (-$1.4K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$897.1K (-$63.7K)
Filed 2026-11-04
Ashford Advisors, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$896.0K (-$63.6K)
Filed 2026-11-02
Opulen Financial Group LLC
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$891.4K (-$62.8K)
Filed 2026-10-22
McGuire Investment Group, LLC
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$889.2K (-$63.1K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
INCREASED
Shares1,348 from 1,313
Change+35 (+3%)
Value$885.2K (-$38.2K)
Filed 2026-11-03
BankPlus Trust Department
DECREASED
Shares1,345 from 1,381
Change-36 (-3%)
Value$883.3K (-$88.0K)
Filed 2026-11-06
Nwam LLC
DECREASED
Shares1,327 from 1,445
Change-118 (-8%)
Value$871.3K (-$145.3K)
Filed 2026-11-09
First National Trust Co
INCREASED
Shares1,312 from 792
Change+520 (+66%)
Value$861.6K (+$304.6K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares1,310 from 1,482
Change-172 (-12%)
Value$860.3K (-$182.1K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
DECREASED
Shares1,305 from 1,360
Change-55 (-4%)
Value$857.1K (-$99.1K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares1,300 from 1,299
Change+1 (+0%)
Value$854.2K (-$60.0K)
Filed 2026-10-28
Collaborative Capital Advisors LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$855.8K (-$60.7K)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares1,291 from 1,241
Change+50 (+4%)
Value$847.8K (-$25.0K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,269 from 1,264
Change+5 (+0%)
Value$833.1K (-$56.1K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$832.7K (-$59.1K)
Filed 2026-10-30
MontVue Capital Management, Inc.
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$832.7K (-$59.1K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares1,264 from 1,250
Change+14 (+1%)
Value$830.4K (-$49.1K)
Filed 2026-10-09
Vestor Capital, LLC
DECREASED
Shares1,263 from 2,500
Change-1,237 (-49%)
Value$258 (+$208)
Filed 2026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED
Shares1,259 from 1,416
Change-157 (-11%)
Value$827.0K (-$169.1K)
Filed 2026-10-14
Renaissance Investment Group LLC
DECREASED
Shares1,258 from 1,273
Change-15 (-1%)
Value$826.1K (-$69.2K)
Filed 2026-10-28
Cypress Capital, LLC
DECREASED
Shares1,233 from 1,314
Change-81 (-6%)
Value$809.4K (-$114.5K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares1,208 from 1,225
Change-17 (-1%)
Value$793.3K (-$68.3K)
Filed 2026-10-21
Heck Capital Advisors, LLC
NEW
Shares1,200
Change+1,200
Value$790.0K
Filed 2026-10-14
Harmony Asset Management LLC
DECREASED
Shares1,195 from 1,320
Change-125 (-9%)
Value$784.8K (-$143.6K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares1,190 from 1,257
Change-67 (-5%)
Value$781.3K (-$102.6K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$781.5K (-$55.5K)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares1,189 from 1,187
Change+2 (+0%)
Value$780.9K (-$53.7K)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares1,181 from 1,213
Change-32 (-3%)
Value$775.6K (-$77.5K)
Filed 2026-10-26
Appleton Partners Inc
DECREASED
Shares1,180 from 1,280
Change-100 (-8%)
Value$775 (-$899.2K)
Filed 2026-10-30
Aerodigm Wealth, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$773.6K (-$54.9K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
DECREASED
Shares1,156 from 1,189
Change-33 (-3%)
Value$759.2K (-$77.1K)
Filed 2026-10-08
Omega Financial Group, LLC
DECREASED
Shares1,156 from 1,158
Change-2 (0%)
Value$759.2K (-$55.0K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$756.5K (-$53.7K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares1,151 from 1,086
Change+65 (+6%)
Value$755.6K (-$8.0K)
Filed 2026-11-04
FCG Investment Co
INCREASED
Shares1,138 from 1,126
Change+12 (+1%)
Value$747.3K (-$44.6K)
Filed 2026-10-13
New Hampshire Trust
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$744.7K (-$52.9K)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
DECREASED
Shares1,131 from 1,141
Change-10 (-1%)
Value$742.7K (-$59.7K)
Filed 2026-10-15
Single Point Partners, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$742.7K (-$52.7K)
Filed 2026-10-19
Forum Financial Management, LP
DECREASED
Shares1,123 from 1,134
Change-11 (-1%)
Value$737.5K (-$60.4K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares1,108
Change+1,108
Value$727.6K
Filed 2026-10-14
Summit Asset Management, LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$727.6K (-$51.7K)
Filed 2026-11-05
River Street Advisors LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$721.1K (-$51.2K)
Filed 2026-10-22
Fagan Associates, Inc.
INCREASED
Shares1,096 from 1,078
Change+18 (+2%)
Value$719.5K (-$38.4K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares1,094 from 1,093
Change+1 (+0%)
Value$720.4K (-$50.0K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares1,087 from 637
Change+450 (+71%)
Value$714.1K (+$266.1K)
Filed 2026-11-05
Jacksonville Wealth Management, LLC
DECREASED
Shares1,081 from 1,086
Change-5 (0%)
Value$710.1K (-$53.7K)
Filed 2026-10-30
Howland Capital Management LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$709.0K (-$50.3K)
Filed 2026-10-22
Lifestyle Asset Management, Inc.
INCREASED
Shares1,066 from 1,007
Change+59 (+6%)
Value$700.1K (-$8.2K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$698.7K (-$49.6K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$697.5K (-$49.5K)
Filed 2026-10-09
Simplicity Wealth,LLC
INCREASED
Shares1,061 from 537
Change+524 (+98%)
Value$696.9K (+$319.1K)
Filed 2026-10-23
Boyum Wealth Architects LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$705.8K (-$17.2K)
Filed 2026-10-06
Royal Fund Management, LLC
DECREASED
Shares1,050 from 1,059
Change-9 (-1%)
Value$689.5K (-$55.3K)
Filed 2026-10-22
Daytona Street Capital LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$707.7K (-$17.1K)
Filed 2026-10-15
Kanawha Capital Management LLC
DECREASED
Shares1,047 from 1,061
Change-14 (-1%)
Value$687.6K (-$58.7K)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,036 from 1,035
Change+1 (+0%)
Value$680.3K (-$47.5K)
Filed 2026-10-08
Grey Ledge Advisors, LLC
INCREASED
Shares1,028 from 1,013
Change+15 (+1%)
Value$675.2K (-$37.4K)
Filed 2026-11-02
Baxter Bros Inc
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$671.8K (-$47.7K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares1,022 from 1,065
Change-43 (-4%)
Value$671.4K (-$77.9K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$662.0K (-$46.8K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$663.3K (-$43.1K)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares1,005 from 1,003
Change+2 (+0%)
Value$659.9K (-$45.3K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$658.4K (-$47.0K)
Filed 2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$652.8K (-$46.4K)
Filed 2026-10-07
Wealth Advisory Solutions, LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$652.1K (-$46.3K)
Filed 2026-10-20
Seven Mile Advisory
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$651.5K (-$47.9K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares990 from 975
Change+15 (+2%)
Value$650.2K (-$35.7K)
Filed 2026-11-04
WBH Advisory Inc
INCREASED
Shares989 from 988
Change+1 (+0%)
Value$649.4K (-$45.8K)
Filed 2026-11-05
Tanager Wealth Management LLP
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$648.8K (-$46.1K)
Filed 2026-10-19
Diversified Enterprises, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$646.9K (-$45.9K)
Filed 2026-10-19
Livet Wealth, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$638.3K (-$45.2K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares969 from 904
Change+65 (+7%)
Value$636.4K (+$607)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares959 from 1,012
Change-53 (-5%)
Value$629.8K (-$81.8K)
Filed 2026-10-30
M Holdings Securities, Inc.
NEW
Shares951
Change+951
Value$640
Filed 2026-11-03
Jnba Financial Advisors
INCREASED
Shares949 from 878
Change+71 (+8%)
Value$623.4K (+$5.7K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares943 from 843
Change+100 (+12%)
Value$619.3K (+$26.4K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares940 from 887
Change+53 (+6%)
Value$617 (-$623.4K)
Filed 2026-10-26
Shepherd Financial Partners LLC
INCREASED
Shares938 from 936
Change+2 (+0%)
Value$616.0K (-$42.3K)
Filed 2026-11-03
Bell Bank
DECREASED
Shares935 from 940
Change-5 (-1%)
Value$614.0K (-$47.1K)
Filed 2026-10-21
Northland Securities, Inc.
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$609.4K (-$43.3K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares926 from 912
Change+14 (+2%)
Value$608.1K (-$33.3K)
Filed 2026-11-03
HCR Wealth Advisors
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$608.7K (-$43.1K)
Filed 2026-10-15
J.Safra Asset Management Corp
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$606.1K (-$43.0K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$604.2K (-$42.9K)
Filed 2026-10-16
Trillium Asset Management, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$604.2K (-$42.9K)
Filed 2026-11-09
SevenBridge Financial Group, LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$611.6K (-$38.7K)
Filed 2026-10-26
Clear Trail Advisors, LLC
DECREASED
Shares913 from 943
Change-30 (-3%)
Value$599.6K (-$63.7K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$592 (-$42)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares901 from 1,065
Change-164 (-15%)
Value$591.5K (-$157.4K)
Filed 2026-10-28
Eagle Strategies LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$591.3K (-$41.9K)
Filed 2026-10-16
Chicago Capital, LLC
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$587.8K (-$41.7K)
Filed 2026-10-13
Creekside Partners
INCREASED
Shares889 from 887
Change+2 (+0%)
Value$583.5K (-$40.5K)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$583.2K (-$41.4K)
Filed 2026-10-28
First Business Financial Services, Inc.
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$582.5K (-$41.4K)
Filed 2026-10-29
Flynn Zito Capital Management, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$577.8K (-$41.0K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares876 from 853
Change+23 (+3%)
Value$575.3K (-$24.3K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares875 from 873
Change+2 (+0%)
Value$574.7K (-$39.5K)
Filed 2026-10-21
Congress Asset Management Co
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$573.3K (-$40.7K)
Filed 2026-10-06
Huntleigh Advisors, Inc.
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$571.3K (-$40.6K)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares866
Change+866
Value$568.6K
Filed 2026-10-26
Midland Wealth Advisors, LLC
INCREASED
Shares866 from 813
Change+53 (+7%)
Value$568.7K (-$3.1K)
Filed 2026-10-26
Rockline Wealth Management, LLC
INCREASED
Shares864 from 852
Change+12 (+1%)
Value$567.4K (-$31.8K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares862 from 772
Change+90 (+12%)
Value$566.1K (+$23.1K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares860 from 357
Change+503 (+141%)
Value$564.8K (+$313.9K)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares858 from 839
Change+19 (+2%)
Value$563.4K (-$26.4K)
Filed 2026-10-13
Marquette Asset Management, LLC
INCREASED
Shares854 from 800
Change+54 (+7%)
Value$560.8K (-$1.8K)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$557.7K (-$39.6K)
Filed 2026-10-27
Stone Summit Wealth LLC
DECREASED
Shares846 from 890
Change-44 (-5%)
Value$555.6K (-$70.4K)
Filed 2026-10-14
Titleist Asset Management, LLC
DECREASED
Shares845 from 897
Change-52 (-6%)
Value$555.1K (-$75.9K)
Filed 2026-10-08
Platform Technology Partners
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$552.3K (-$39.2K)
Filed 2026-11-02
Montis Financial, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$551.7K (-$39.2K)
Filed 2026-11-04
Eagle Global Advisors LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$550.3K (-$39.1K)
Filed 2026-11-02
DWR Wealth Management, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$552.0K (-$31.5K)
Filed 2026-10-13
Missouri Trust & Investment Co
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$549.0K (-$24.8K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares824 from 788
Change+36 (+5%)
Value$541.1K (-$13.1K)
Filed 2026-10-08
Long Road Investment Counsel, LLC
DECREASED
Shares820 from 1,720
Change-900 (-52%)
Value$538.5K (-$671.2K)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares818 from 424
Change+394 (+93%)
Value$537.2K (+$239.0K)
Filed 2026-10-29
Tanglewood Wealth Management, Inc.
NEW
Shares813
Change+813
Value$534.2K
Filed 2026-10-23
Tucker Asset Management LLC
INCREASED
Shares811 from 356
Change+455 (+128%)
Value$532.8K (+$282.4K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED
Shares810 from 989
Change-179 (-18%)
Value$531.9K (-$163.7K)
Filed 2026-11-04
Parcion Private Wealth LLC
DECREASED
Shares810 from 813
Change-3 (0%)
Value$531.9K (-$39.9K)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares803 from 828
Change-25 (-3%)
Value$527.5K (-$55.0K)
Filed 2026-10-22
Cohen Klingenstein LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$525.4K (-$37.3K)
Filed 2026-10-15
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$524.1K (-$37.2K)
Filed 2026-10-15
Henderson Brothers Financial Partners, LLC
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$522.7K (-$37.1K)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares795 from 818
Change-23 (-3%)
Value$519.9K (-$54.5K)
Filed 2026-11-06
Verdence Capital Advisors LLC
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$521.1K (-$36.6K)
Filed 2026-10-26
Delta Financial Advisors LLC
NEW
Shares791
Change+791
Value$519.5K
Filed 2026-10-27
Washington Trust Bank
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$518.8K (-$36.8K)
Filed 2026-11-03
Apollon Financial, LLC
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$513.2K (-$36.4K)
Filed 2026-10-23
Summit Place Financial Advisors, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$512.2K (-$36.4K)
Filed 2026-10-23
Deltec Asset Management LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$512.2K (-$36.4K)
Filed 2026-10-26
Gateway Investment Advisers LLC
NEW
Shares773
Change+773
Value$507.6K
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$507.6K (-$36.0K)
Filed 2026-10-21
Seelaus Asset Management LLC
DECREASED
Shares767 from 814
Change-47 (-6%)
Value$503.7K (-$68.8K)
Filed 2026-10-14
Tower View Wealth Management LLC
DECREASED
Shares764 from 949
Change-185 (-19%)
Value$501.4K (-$165.8K)
Filed 2026-10-23
Harbor Group, Inc.
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$499.6K (-$35.3K)
Filed 2026-10-14
TMB Capital Partners, LLC
INCREASED
Shares756 from 754
Change+2 (+0%)
Value$496.2K (-$33.9K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares754 from 566
Change+188 (+33%)
Value$502.5K (+$112.2K)
Filed 2026-10-09
LS Investment Advisors, LLC
DECREASED
Shares748 from 753
Change-5 (-1%)
Value$491.2K (-$38.4K)
Filed 2026-10-13
Measured Risk Portfolios, Inc.
INCREASED
Shares746 from 741
Change+5 (+1%)
Value$490.0K (-$31.1K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$487.8K (-$34.6K)
Filed 2026-10-16
Isthmus Partners, LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$481.4K (-$34.2K)
Filed 2026-10-21
LEE Danner & Bass Inc
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$481.4K (-$34.2K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares728 from 227
Change+501 (+221%)
Value$477.9K (+$317.9K)
Filed 2026-11-06
Pioneer Trust Bank N A
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$478.1K (-$33.9K)
Filed 2026-11-06
Compass Planning Associates Inc
INCREASED
Shares727 from 725
Change+2 (+0%)
Value$477.3K (-$32.6K)
Filed 2026-10-13
Diesslin Group, Inc.
INCREASED
Shares722 from 720
Change+2 (+0%)
Value$474.0K (-$32.4K)
Filed 2026-10-14
Wagner Wealth Management, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$474.1K (-$33.7K)
Filed 2026-10-21
First American Bank
NEW
Shares717
Change+717
Value$470.9K
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$471 (-$34)
Filed 2026-10-27
marrick wealth, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$469.5K (-$33.3K)
Filed 2026-10-20
Lawood & Co
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$466.3K (-$33.1K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$464.3K (-$33.0K)
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$461.7K (-$32.8K)
Filed 2026-10-01
Arwa LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$469.0K (-$17.5K)
Filed 2026-10-21
Neumann Capital Management, LLC
NEW
Shares700
Change+700
Value$459.7K
Filed 2026-10-15
Coquina Private Wealth LLC
DECREASED
Shares699 from 706
Change-7 (-1%)
Value$459.0K (-$37.5K)
Filed 2026-10-27
Catalyst Financial Partners LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$459.0K (-$32.6K)
Filed 2026-11-06
WealthPLAN Partners, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$458.4K (-$32.5K)
Filed 2026-10-15
Watershed Private Wealth LLC
DECREASED
Shares694 from 699
Change-5 (-1%)
Value$455.8K (-$35.9K)
Filed 2026-10-30
InTrack Investment Management Inc
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$454.2K (-$32.3K)
Filed 2026-10-15
Steinberganna Wealth Management
INCREASED
Shares691 from 690
Change+1 (+0%)
Value$454.1K (-$31.1K)
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares690 from 692
Change-2 (0%)
Value$453.1K (-$33.6K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$451.8K (-$32.1K)
Filed 2026-10-05
Bedel Financial Consulting, Inc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$451.2K (-$32.0K)
Filed 2026-11-06
Founders Grove Wealth Partners, LLC
DECREASED
Shares681 from 704
Change-23 (-3%)
Value$447.2K (-$47.9K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$447.2K (-$31.8K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares674 from 751
Change-77 (-10%)
Value$442.6K (-$85.7K)
Filed 2026-10-22
CRA Financial Services, LLC
DECREASED
Shares674 from 686
Change-12 (-2%)
Value$442.6K (-$39.9K)
Filed 2026-10-16
Carret Asset Management, LLC
DECREASED
Shares670 from 675
Change-5 (-1%)
Value$440.0K (-$34.8K)
Filed 2026-11-04
Selby Wealth Management, LLC
DECREASED
Shares666 from 674
Change-8 (-1%)
Value$437.1K (-$37.1K)
Filed 2026-10-16
Wealth Architects, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$437.4K (-$31.1K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares661 from 903
Change-242 (-27%)
Value$434.1K (-$201.4K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares661 from 634
Change+27 (+4%)
Value$434.1K (-$11.8K)
Filed 2026-10-21
Sigma Investment Counselors Inc
DECREASED
Shares659 from 704
Change-45 (-6%)
Value$432.8K (-$62.4K)
Filed 2026-10-27
Wilkins Investment Counsel Inc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$426.9K (-$30.3K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
DECREASED
Shares637 from 662
Change-25 (-4%)
Value$418.3K (-$47.3K)
Filed 2026-11-06
Geneva Partners, LLC
INCREASED
Shares633 from 601
Change+32 (+5%)
Value$415.6K (-$7.4K)
Filed 2026-10-26
Ayrshire Capital Management LLC
DECREASED
Shares632 from 642
Change-10 (-2%)
Value$415.0K (-$36.5K)
Filed 2026-10-20
Cypress Wealth Services, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$422.6K (-$17.7K)
Filed 2026-10-21
Financial Council, LLC
INCREASED
Shares621 from 525
Change+96 (+18%)
Value$407.8K (+$38.6K)
Filed 2026-11-02
Avity Investment Management Inc.
DECREASED
Shares621 from 636
Change-15 (-2%)
Value$407.8K (-$39.5K)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares620 from 511
Change+109 (+21%)
Value$406.9K (+$47.4K)
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$405.8K (-$28.8K)
Filed 2026-10-29
SYM Financial Corp
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$405.8K (-$28.8K)
Filed 2026-10-26
Cortland Associates Inc
DECREASED
Shares617 from 621
Change-4 (-1%)
Value$405.0K (-$32.0K)
Filed 2026-10-29
HUB Investment Partners, LLC
DECREASED
Shares613 from 618
Change-5 (-1%)
Value$402.7K (-$31.9K)
Filed 2026-11-03
Mlp3, LLC
DECREASED
Shares600 from 624
Change-24 (-4%)
Value$393.8K (-$45.0K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$394.0K (-$28.0K)
Filed 2026-10-22
TriaGen Wealth Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$394.0K (-$28.0K)
Filed 2026-10-14
Summa Corp.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$394.0K (-$28.0K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares596 from 599
Change-3 (0%)
Value$391.2K (-$30.3K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares595 from 674
Change-79 (-12%)
Value$390.7K (-$83.3K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares593 from 683
Change-90 (-13%)
Value$389.2K (-$90.9K)
Filed 2026-10-15
Howard Capital Management Group, LLC
DECREASED
Shares590 from 615
Change-25 (-4%)
Value$387.5K (-$45.1K)
Filed 2026-10-16
Ellerson Group Inc
DECREASED
Shares586 from 711
Change-125 (-18%)
Value$396.3K (-$103.8K)
Filed 2026-11-04
Redw Wealth LLC
INCREASED
Shares586 from 584
Change+2 (+0%)
Value$384.6K (-$26.3K)
Filed 2026-11-02
Amplius Wealth Advisors, LLC
DECREASED
Shares583 from 633
Change-50 (-8%)
Value$382.9K (-$62.4K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares583 from 576
Change+7 (+1%)
Value$382.9K (-$22.3K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares583 from 587
Change-4 (-1%)
Value$383.0K (-$29.9K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares580 from 579
Change+1 (+0%)
Value$380.7K (-$26.6K)
Filed 2026-11-06
Claro Advisors Inc.
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$379.6K (-$27.0K)
Filed 2026-11-02
Heritage Investment Group, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$377.6K (-$26.8K)
Filed 2026-11-03
Patton Albertson Miller Group, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$377.6K (-$26.8K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
DECREASED
Shares574 from 878
Change-304 (-35%)
Value$388.5K (-$229.0K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$375.6K (-$26.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$374.3K (-$26.6K)
Filed 2026-11-02
Ledyard National Bank
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$373.7K (-$26.5K)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$372.2K (-$26.4K)
Filed 2026-10-15
Well Done, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$371.0K (-$26.3K)
Filed 2026-10-20
Ellis Investment Partners, LLC
INCREASED
Shares562 from 561
Change+1 (+0%)
Value$369.3K (-$26.0K)
Filed 2026-10-21
NWF Advisory Services Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$369.1K (-$26.2K)
Filed 2026-10-19
Gainline Financial Partners, LLC
INCREASED
Shares560 from 559
Change+1 (+0%)
Value$367.9K (-$25.2K)
Filed 2026-10-15
WP Advisors, LLC
INCREASED
Shares557 from 556
Change+1 (+0%)
Value$366.1K (-$25.0K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$365.8K (-$26.0K)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$365.8K (-$26.0K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$365.8K (-$26.0K)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$365.1K (-$25.9K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares554 from 1,457
Change-903 (-62%)
Value$364.8K (-$662.5K)
Filed 2026-11-05
Blackston Financial Advisory Group, LLC
DECREASED
Shares554 from 666
Change-112 (-17%)
Value$363.8K (-$104.6K)
Filed 2026-11-04
Stanich Group LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$363.2K (-$25.7K)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$361.2K (-$25.6K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares549 from 564
Change-15 (-3%)
Value$360.5K (-$36.2K)
Filed 2026-10-19
Fisher Asset Management, LLC
DECREASED
Shares542 from 726
Change-184 (-25%)
Value$356.0K (-$155.2K)
Filed 2026-11-06
Chatham Capital Group, Inc.
NEW
Shares541
Change+541
Value$355.0K
Filed 2026-10-16
BlueChip Wealth Advisors LLC
INCREASED
Shares538 from 308
Change+230 (+75%)
Value$353.3K (+$136.7K)
Filed 2026-11-03
Anchor Capital Advisors LLC
DECREASED
Shares533 from 546
Change-13 (-2%)
Value$350.0K (-$34.2K)
Filed 2026-11-05
XY Planning Network, Inc.
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$350.0K (-$24.9K)
Filed 2026-10-14
Visionary Wealth Advisors
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$347.9K (-$24.6K)
Filed 2026-11-04
Chris Bulman Inc
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$344.1K (-$24.4K)
Filed 2026-10-20
J. Team Financial, Inc.
INCREASED
Shares523 from 518
Change+5 (+1%)
Value$343.5K (-$21.4K)
Filed 2026-11-03
Tarbox Family Office, Inc.
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$342.8K (-$24.3K)
Filed 2026-10-23
NBH Bank
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$342.1K (-$24.3K)
Filed 2026-11-05
Redwood Park Advisors LLC
INCREASED
Shares517 from 516
Change+1 (+0%)
Value$339.3K (-$23.4K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares516 from 379
Change+137 (+36%)
Value$338.9K (+$72.3K)
Filed 2026-10-08
S.A. Mason LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$338.9K (-$24.1K)
Filed 2026-10-13
Guidance Point Advisors, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$340.2K (-$23.8K)
Filed 2026-10-15
Basso Capital Management, L.P.
NEW
Shares511
Change+511
Value$335.6K
Filed 2026-10-30
Strategic Advisors LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$335.6K (-$23.8K)
Filed 2026-10-13
Shaker Investments LLC
INCREASED
Shares503 from 502
Change+1 (+0%)
Value$330.2K (-$22.9K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$328.4K (-$23.3K)
Filed 2026-11-03
MBL Wealth, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$328.4K (-$23.3K)
Filed 2026-10-22
Altfest L J & Co Inc
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$327.9K (-$23.3K)
Filed 2026-10-27
Northeast Investment Management
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$326.4K (-$23.2K)
Filed 2026-10-30
Berkeley, Inc
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$321.1K (-$22.8K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares488
Change+488
Value$320.5K
Filed 2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$320.5K (-$22.8K)
Filed 2026-10-14
Gladwyn Financial Advisors, Inc.
INCREASED
Shares486 from 477
Change+9 (+2%)
Value$319.2K (-$16.2K)
Filed 2026-10-05
Bfsg, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$318.5K (-$22.6K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares483 from 494
Change-11 (-2%)
Value$322.7K (-$18.4K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares482 from 481
Change+1 (+0%)
Value$316.3K (-$22.3K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares479 from 516
Change-37 (-7%)
Value$314.6K (-$48.4K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
NEW
Shares477
Change+477
Value$316.6K
Filed 2026-11-04
Friday Financial
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$316.4K (-$11.8K)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$312.6K (-$22.2K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$311.9K (-$22.1K)
Filed 2026-10-16
Councilor Wealth, LLC
DECREASED
Shares474 from 487
Change-13 (-3%)
Value$311.3K (-$31.2K)
Filed 2026-10-09
Adkins Seale Capital Management LLC
INCREASED
Shares473 from 458
Change+15 (+3%)
Value$310.6K (-$11.5K)
Filed 2026-10-27
Gould Asset Management LLC
DECREASED
Shares471 from 2,766
Change-2,295 (-83%)
Value$309.3K (-$1.6M)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares470 from 505
Change-35 (-7%)
Value$308.8K (-$46.5K)
Filed 2026-11-05
Bensler, LLC
INCREASED
Shares470 from 469
Change+1 (+0%)
Value$308.5K (-$21.1K)
Filed 2026-11-05
Lesa Sroufe & Co
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$309 (-$330.7K)
Filed 2026-10-29
Index Fund Advisors, Inc.
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$308.0K (-$21.9K)
Filed 2026-11-05
PDS Planning, Inc
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$307.3K (-$21.8K)
Filed 2026-11-03
Root Financial Partners, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$305.2K (-$21.7K)
Filed 2026-10-21
Advisortrust Partners, LLC
DECREASED
Shares464 from 496
Change-32 (-6%)
Value$304.7K (-$44.1K)
Filed 2026-11-02
Aspen Investment Management Inc
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$304 (-$22)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares462 from 461
Change+1 (+0%)
Value$303.9K (-$21.2K)
Filed 2026-10-26
O'Brien Greene & Co. Inc
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$302.1K (-$21.4K)
Filed 2026-11-05
Ticino Wealth
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$302.1K (-$21.4K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares458 from 437
Change+21 (+5%)
Value$300.4K (-$6.6K)
Filed 2026-10-14
Sapient Capital LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$300.8K (-$21.4K)
Filed 2026-10-08
Evergreen Capital Management LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$301.0K (-$21.2K)
Filed 2026-10-23
Sound Portfolio Advisors, LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$299.5K (-$21.3K)
Filed 2026-11-05
Global Assets Advisory, LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$307.2K (-$11.2K)
Filed 2026-10-28
Milestone Asset Management Group, LLC
INCREASED
Shares451 from 403
Change+48 (+12%)
Value$295.9K (+$12.7K)
Filed 2026-10-20
Entrust Financial LLC
INCREASED
Shares451 from 450
Change+1 (+0%)
Value$295.9K (-$20.9K)
Filed 2026-11-04
Gibson Capital, LLC
NEW
Shares450
Change+450
Value$295.5K
Filed 2026-10-23
American National Bank of Texas
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$295.5K (-$21.0K)
Filed 2026-10-07
Financial Counselors Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$295.5K (-$21.0K)
Filed 2026-10-22
Alkeme Wealth, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$295.5K (-$21.0K)
Filed 2026-10-08
Fermata Advisors, LLC
INCREASED
Shares449 from 448
Change+1 (+0%)
Value$294.7K (-$20.2K)
Filed 2026-10-13
Financial Partners Group, Inc
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$294.2K (-$20.9K)
Filed 2026-10-19
Guild Investment Management, Inc.
INCREASED
Shares447 from 340
Change+107 (+31%)
Value$293.5K (+$54.4K)
Filed 2026-11-03
Charles Schwab Trust Co
NEW
Shares446
Change+446
Value$292.9K
Filed 2026-10-15
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$292.2K (-$18.0K)
Filed 2026-10-09
JSF Financial, LLC
DECREASED
Shares444 from 450
Change-6 (-1%)
Value$291.6K (-$24.7K)
Filed 2026-10-22
Aquire Wealth Advisors, LLC
DECREASED
Shares444 from 446
Change-2 (0%)
Value$291.6K (-$22.1K)
Filed 2026-10-23
Waters Parkerson & Co., LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$290.3K (-$20.6K)
Filed 2026-11-04
Saxon Interests, Inc.
DECREASED
Shares440 from 2,329
Change-1,889 (-81%)
Value$289.0K (-$1.3M)
Filed 2026-10-26
Essex Bank
DECREASED
Shares439 from 467
Change-28 (-6%)
Value$288.3K (-$40.2K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$286.4K (-$20.3K)
Filed 2026-10-23
Smithbridge Asset Management Inc
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$285.7K (-$20.3K)
Filed 2026-10-19
Allegheny Financial Group
DECREASED
Shares433 from 452
Change-19 (-4%)
Value$284.4K (-$34.0K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares432 from 463
Change-31 (-7%)
Value$284.0K (-$41.9K)
Filed 2026-10-15
Rose Capital Advisors LLC
NEW
Shares431
Change+431
Value$283.0K
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares431 from 570
Change-139 (-24%)
Value$286.0K (-$114.7K)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
INCREASED
Shares431 from 430
Change+1 (+0%)
Value$284.3K (-$15.8K)
Filed 2026-10-22
William Mack & Associates, Inc.
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$283.0K (-$20.1K)
Filed 2026-10-27
DecisionPoint Financial, LLC
NEW
Shares430
Change+430
Value$285.3K
Filed 2026-10-27
Donaldson Capital Management, LLC
INCREASED
Shares430 from 426
Change+4 (+1%)
Value$282.4K (-$17.4K)
Filed 2026-11-09
VAN Strum & Towne Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$282.4K (-$20.1K)
Filed 2026-11-06
Tranquility Partners, LLC
DECREASED
Shares428 from 443
Change-15 (-3%)
Value$281.1K (-$30.5K)
Filed 2026-10-20
Investment Advisory Services Inc
DECREASED
Shares426 from 460
Change-34 (-7%)
Value$279.4K (-$44.1K)
Filed 2026-10-27
Aldebaran Financial Inc.
INCREASED
Shares425 from 290
Change+135 (+47%)
Value$279.1K (+$75.1K)
Filed 2026-11-06
First Nebraska Trust Co
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$279.1K (-$19.8K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$277.1K (-$19.7K)
Filed 2026-10-27
Excalibur Management Corp
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$276.5K (-$19.6K)
Filed 2026-11-02
Boston Trust Walden Corp
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$275.8K (-$19.6K)
Filed 2026-10-30
Noesis Capital Mangement Corp
INCREASED
Shares419 from 380
Change+39 (+10%)
Value$275.3K (+$8.0K)
Filed 2026-10-26
Powerhouse Assets LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$275.0K (-$19.3K)
Filed 2026-10-19
Unified Investment Management
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$275.2K (-$19.5K)
Filed 2026-10-14
Progressive Investment Management Corp
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$273.2K (-$19.4K)
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED
Shares414 from 644
Change-230 (-36%)
Value$271.9K (-$181.1K)
Filed 2026-10-23
BAR Harbor Wealth Management
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$271.9K (-$19.3K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares413 from 313
Change+100 (+32%)
Value$271.2K (+$51.1K)
Filed 2026-10-14
Trust Co
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$269.9K (-$19.2K)
Filed 2026-10-09
Winebrenner Capital Management LLC
INCREASED
Shares410 from 310
Change+100 (+32%)
Value$269.6K (+$51.5K)
Filed 2026-10-07
Armstrong, Fleming & Moore, Inc
INCREASED
Shares409 from 343
Change+66 (+19%)
Value$268.6K (+$27.3K)
Filed 2026-10-28
Factor Wealth Management LTD
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$268.3K (-$19.1K)
Filed 2026-10-08
Innovative Wealth Building LLC
NEW
Shares408
Change+408
Value$272.1K
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares407 from 406
Change+1 (+0%)
Value$267 (-$210.8K)
Filed 2026-11-04
Hengehold Capital Management LLC
INCREASED
Shares406 from 383
Change+23 (+6%)
Value$266.5K (-$2.8K)
Filed 2026-10-16
Legacy Trust
DECREASED
Shares406 from 411
Change-5 (-1%)
Value$271.6K (-$17.5K)
Filed 2026-11-06
Sheets Smith Wealth Management
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$266.4K (-$18.9K)
Filed 2026-10-16
OxenFree Capital LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$273.4K (-$5.3K)
Filed 2026-10-07
Members Wealth LLC
DECREASED
Shares402 from 562
Change-160 (-28%)
Value$267.1K (-$128.4K)
Filed 2026-10-20
LJI Wealth Management, LLC
INCREASED
Shares400 from 300
Change+100 (+33%)
Value$262.7K (+$51.7K)
Filed 2026-10-28
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$262.7K (-$18.7K)
Filed 2026-11-04
Alpha Zero LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$262.7K (-$14.5K)
Filed 2026-11-06
Cordatus Wealth Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$262.7K (-$18.7K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$262.7K (-$18.7K)
Filed 2026-10-27
SkyOak Wealth, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$262.7K (-$18.7K)
Filed 2026-10-28
Lynx Investment Advisory
NEW
Shares397
Change+397
Value$260.7K
Filed 2026-10-27
S&A Financial Services, Inc.
INCREASED
Shares397 from 396
Change+1 (+0%)
Value$261.0K (-$17.8K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED
Shares396 from 395
Change+1 (+0%)
Value$260.2K (-$17.8K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares391 from 390
Change+1 (+0%)
Value$256.7K (-$17.6K)
Filed 2026-10-14
King Luther Capital Management Corp
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$254.8K (-$18.1K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$251.5K (-$17.9K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares381 from 377
Change+4 (+1%)
Value$249.9K (-$15.6K)
Filed 2026-11-04
Foster Group, Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$250.2K (-$17.8K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$252.4K (-$14.9K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$247.6K (-$17.6K)
Filed 2026-11-05
Enclave Advisors LLC
INCREASED
Shares376 from 366
Change+10 (+3%)
Value$247.2K (-$10.2K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares375 from 395
Change-20 (-5%)
Value$249.8K (-$28.0K)
Filed 2026-10-27
Arjuna Capital
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$246.3K (-$17.5K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$246.3K (-$17.5K)
Filed 2026-10-20
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$245.6K (-$17.4K)
Filed 2026-11-03
Tactive Advisors, LLC
INCREASED
Shares373 from 294
Change+79 (+27%)
Value$245.0K (+$38.2K)
Filed 2026-10-08
Verum Partners LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$243.6K (-$17.3K)
Filed 2026-10-21
Weaver Consulting Group
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$243.1K (-$17.1K)
Filed 2026-10-07
Jacobs & Co
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$242 (-$18)
Filed 2026-10-09
Patten & Patten Inc
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$243.0K (-$17.3K)
Filed 2026-10-26
Lotus Asset Management LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$243.0K (-$17.3K)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares368 from 357
Change+11 (+3%)
Value$241.4K (-$10.0K)
Filed 2026-10-21
Broadway Wealth Solutions, Inc.
DECREASED
Shares367 from 427
Change-60 (-14%)
Value$241.0K (-$59.3K)
Filed 2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED
Shares365 from 364
Change+1 (+0%)
Value$239.6K (-$16.5K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares364 from 385
Change-21 (-5%)
Value$243.4K (-$27.5K)
Filed 2026-10-20
Integrity Investment Advisors, LLC
NEW
Shares360
Change+360
Value$236.4K
Filed 2026-11-03
Wealthcare Capital Management LLC
DECREASED
Shares359 from 519
Change-160 (-31%)
Value$235.8K (-$129.3K)
Filed 2026-10-21
Forbes J M & Co LLP
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$235.1K (-$16.7K)
Filed 2026-10-16
Nordwand Advisors, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$234.4K (-$16.6K)
Filed 2026-11-05
First County Bank
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$233.1K (-$16.6K)
Filed 2026-10-13
Cynosure Group, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$231.8K (-$16.5K)
Filed 2026-11-03
Cadinha & Co LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$231.8K (-$16.5K)
Filed 2026-10-22
Oarsman Capital, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$231.2K (-$16.4K)
Filed 2026-11-05
CNB Bank
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$230.5K (-$16.4K)
Filed 2026-11-09
Silverlake Wealth Management LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$230.1K (-$16.1K)
Filed 2026-10-21
Purkiss Capital Advisors LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$229.8K (-$16.3K)
Filed 2026-11-06
Breakwater Investment Management
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$229.2K (-$16.3K)
Filed 2026-10-20
Great Waters Wealth Management
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$228.8K (-$16.2K)
Filed 2026-10-07
First Interstate Bank
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$227.2K (-$16.1K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
DECREASED
Shares345 from 355
Change-10 (-3%)
Value$226.6K (-$23.1K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares343 from 342
Change+1 (+0%)
Value$225.4K (-$15.5K)
Filed 2026-10-29
Financial Futures Ltd Liability Co.
DECREASED
Shares342 from 368
Change-26 (-7%)
Value$224.9K (-$34.2K)
Filed 2026-10-13
Windsor Capital Management, LLC
INCREASED
Shares336 from 335
Change+1 (+0%)
Value$220.6K (-$15.6K)
Filed 2026-10-13
Plimoth Trust Co LLC
NEW
Shares335
Change+335
Value$220.0K
Filed 2026-10-26
Nichols & Pratt Advisers LLP
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$222.2K (-$13.4K)
Filed 2026-10-13
Occidental Asset Management, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$218.7K (-$15.5K)
Filed 2026-11-05
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$218.7K (-$15.3K)
Filed 2026-11-06
Thompson Davis & Co., Inc.
DECREASED
Shares332 from 354
Change-22 (-6%)
Value$218.0K (-$31.0K)
Filed 2026-11-05
First Bank & Trust
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$218.0K (-$15.5K)
Filed 2026-10-19
Marino, Stram & Associates LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$217.4K (-$15.0K)
Filed 2026-10-22
IAG Wealth Partners, LLC
DECREASED
Shares329 from 392
Change-63 (-16%)
Value$216.1K (-$59.7K)
Filed 2026-11-06
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$215.4K (-$15.3K)
Filed 2026-10-22
RAM Investment Partners, LLC
INCREASED
Shares327 from 310
Change+17 (+5%)
Value$215.0K (-$3.4K)
Filed 2026-10-21
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$215.3K (-$15.3K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$213.6K (-$14.9K)
Filed 2026-10-26
Integrated Wealth Management
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$213.4K (-$15.2K)
Filed 2026-10-19
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$213.4K (-$15.2K)
Filed 2026-10-20
MRA Advisory Group
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$213.4K (-$15.2K)
Filed 2026-10-07
Crescent Grove Advisors, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$214.0K (-$15.2K)
Filed 2026-10-21
JB Capital LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$212.7K (-$14.9K)
Filed 2026-10-19
Kelsey Financial, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$210.8K (-$15.0K)
Filed 2026-10-28
Financial & Tax Architects, LLC
DECREASED
Shares320 from 334
Change-14 (-4%)
Value$210.1K (-$24.8K)
Filed 2026-10-15
WD Rutherford LLC
NEW
Shares319
Change+319
Value$209.5K
Filed 2026-10-26
John G Ullman & Associates Inc
NEW
Shares319
Change+319
Value$209.5K
Filed 2026-11-04
Sherry Group, Inc.
DECREASED
Shares318 from 340
Change-22 (-6%)
Value$208.8K (-$28.5K)
Filed 2026-10-09
J. Safra Sarasin Holding AG
NEW
Shares317
Change+317
Value$208.2K
Filed 2026-10-26
Flagship Private Wealth, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$205.6K (-$14.5K)
Filed 2026-11-05
BostonPremier Wealth LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$205.8K (-$14.1K)
Filed 2026-10-16
Level Wealth Management LLC
INCREASED
Shares312 from 311
Change+1 (+0%)
Value$205.5K (-$14.1K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$204.9K (-$14.5K)
Filed 2026-10-09
Strategent Financial, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$204.9K (-$14.5K)
Filed 2026-10-30
Univest Financial Corp
INCREASED
Shares310 from 301
Change+9 (+3%)
Value$203.7K (-$8.1K)
Filed 2026-11-05
Vision Capital Management, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$203.6K (-$14.5K)
Filed 2026-10-20
Horizon Wealth Management, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$202.3K (-$14.4K)
Filed 2026-11-02
Darwin Wealth Management, LLC
INCREASED
Shares306 from 305
Change+1 (+0%)
Value$201.1K (-$13.7K)
Filed 2026-11-09
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$197.0K (-$14.0K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
INCREASED
Shares297 from 293
Change+4 (+1%)
Value$195.0K (-$11.0K)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$194.4K (-$13.8K)
Filed 2026-11-02
Acropolis Investment Management, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$193.1K (-$13.7K)
Filed 2026-10-08
Markowski Investments
DECREASED
Shares293 from 950
Change-657 (-69%)
Value$192.2K (-$475.9K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$190.4K (-$13.5K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$185.2K (-$13.2K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$192.0K ($0)
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares257 from 292
Change-35 (-12%)
Value$168.8K (-$36.6K)
Filed 2026-10-01
Evermay Wealth Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$164.6K (-$11.7K)
Filed 2026-11-05
Gleason Group, Inc.
NEW
Shares245
Change+245
Value$160.9K
Filed 2026-10-15
City Holding Co
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$157.6K (-$11.2K)
Filed 2026-10-19
Align Financial, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$156.3K (-$11.1K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares237
Change+237
Value$155.6K
Filed 2026-10-29
Bangor Savings Bank
DECREASED
Shares232 from 522
Change-290 (-56%)
Value$152.5K (-$214.8K)
Filed 2026-10-06
Comprehensive Financial Planning, Inc.
DECREASED
Shares225 from 226
Change-1 (0%)
Value$147.9K (-$10.9K)
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$146.1K (-$10.4K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$132.1K (-$5.5K)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$130.0K (-$9.2K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$125.2K (-$8.6K)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$118.2K (-$8.4K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares179 from 185
Change-6 (-3%)
Value$117.6K (-$12.6K)
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$116.1K (-$5.9K)
Filed 2026-10-15
Costello Asset Management, Inc
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$113.0K (-$8.0K)
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$110.3K (-$7.8K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares164
Change+164
Value$107.7K
Filed 2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$107.7K (-$7.6K)
Filed 2026-10-22
Tower Trust & Investment Co
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$99.2K (-$7.0K)
Filed 2026-10-28
Fairman Group, LLC
DECREASED
Shares148 from 190
Change-42 (-22%)
Value$97.4K (-$36.9K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$97.4K (-$6.7K)
Filed 2026-10-28
Richardson Capital Management LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$93.3K (-$6.6K)
Filed 2026-10-23
KFG LLC
NEW
Shares141
Change+141
Value$92.6K
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares134 from 33
Change+101 (+306%)
Value$88.0K (+$64.8K)
Filed 2026-10-30
MilWealth Group LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$87.7K (-$6.0K)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$84.7K (-$6.0K)
Filed 2026-10-07
Versant Capital Management, Inc
INCREASED
Shares126 from 36
Change+90 (+250%)
Value$82.7K (+$57.4K)
Filed 2026-10-02
Hilltop National Bank
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$82.1K (-$5.8K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$82.1K (-$5.8K)
Filed 2026-10-22
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$80.2K (-$5.5K)
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$79.5K (-$5.6K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$79.6K (-$5.6K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$78.1K (-$5.5K)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares118
Change+118
Value$78.6K
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$77.1K (-$5.3K)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$76.8K (-$5.5K)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$75.5K (-$5.4K)
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$74.2K (-$5.3K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares109 from 108
Change+1 (+1%)
Value$71.3K (-$4.9K)
Filed 2026-10-28
Fairway Wealth LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$69.6K (-$4.9K)
Filed 2026-10-30
Natixis
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$66.3K (-$4.7K)
Filed 2026-11-06
Trellis Wealth Advisors LLC
NEW
Shares100
Change+100
Value$65.7K
Filed 2026-10-19
Kingdom Financial Group Llc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$64.0K (-$4.4K)
Filed 2026-11-04
Newton One Investments LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$63.3K (-$4.5K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
NEW
Shares92
Change+92
Value$60.4K
Filed 2026-10-20
First Community Trust NA
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$59.1K (-$4.2K)
Filed 2026-10-07
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$59.1K (-$4.2K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$59.1K (-$4.2K)
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares85
Change+85
Value$56.0K
Filed 2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$55.8K (-$4.0K)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$56.1K (-$4.0K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
INCREASED
Shares84 from 81
Change+3 (+4%)
Value$54.9K (-$2.4K)
Filed 2026-11-02
Winch Advisory Services, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$52.5K (-$3.6K)
Filed 2026-11-06
Southern Michigan Bank & Trust
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$52.5K (-$3.7K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$52.0K (-$3.7K)
Filed 2026-11-05
RMG Wealth Management LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$51.7K (-$3.8K)
Filed 2026-10-26
Dorato Capital Management
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$51.1K (-$2.0K)
Filed 2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$50.0K (-$3.6K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares67
Change+67
Value$44.0K
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares64
Change+64
Value$42.5K
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares62
Change+62
Value$40.7K
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$40.7K (-$2.9K)
Filed 2026-11-02
Burk Holdings LLC
DECREASED
Shares59 from 84
Change-25 (-30%)
Value$38.7K (-$20.3K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$38.1K (-$2.7K)
Filed 2026-10-20
High Point Wealth Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$37.2K (-$2.5K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$36.8K (-$2.6K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$33.5K (-$2.4K)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$32.6K (-$2.3K)
Filed 2026-10-16
First Command Advisory Services, Inc.
NEW
Shares49
Change+49
Value$32.3K
Filed 2026-11-05
Clean Yield Group
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$32.2K (-$2.3K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$31.2K (-$2.1K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares45 from 25
Change+20 (+80%)
Value$29.6K (+$12.0K)
Filed 2026-10-29
Security National Bank
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$29.6K (-$2.1K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$28.9K (-$2.1K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$27.6K (-$2.0K)
Filed 2026-10-20
Monetary Solutions, Ltd
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$26.3K (-$1.9K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares39
Change+39
Value$25.5K
Filed 2026-10-27
GGM Financial LLC
DECREASED
Shares29 from 31
Change-2 (-6%)
Value$18.8K (-$2.7K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$17.7K (-$1.3K)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$16.4K (-$1.2K)
Filed 2026-10-28
Activest Wealth Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$15.8K (-$1.1K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
NEW
Shares22
Change+22
Value$14.4K
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares20
Change+20
Value$13.1K
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares20 from 56
Change-36 (-64%)
Value$13.1K (-$26.6K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares20 from 2
Change+18 (+900%)
Value$13.1K (+$11.7K)
Filed 2026-10-14
CKW Financial Group
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$13 (-$14.0K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$11.8K (-$839)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$11.0K (-$752)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$11.2K (-$792)
Filed 2026-10-23
Burkett Financial Services, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$11.7K (-$799)
Filed 2026-10-01
Kentucky Trust Co
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$10.5K (-$746)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$10.5K (-$746)
Filed 2026-10-07
Chapman Financial Group, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$9.2K (-$653)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$9.2K (-$653)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares13
Change+13
Value$8.6K
Filed 2026-10-27
Olistico Wealth, LLC
DECREASED
Shares12 from 20
Change-8 (-40%)
Value$7.9K (-$6.2K)
Filed 2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$7.9K (-$560)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$7.2K (-$444)
Filed 2026-10-26
Rossby Financial, LCC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.6K (-$466)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$5.4K (-$289)
Filed 2026-11-04
Coston, McIsaac & Partners
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.9K (+$3.9K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
NEW
Shares5
Change+5
Value$3.3K
Filed 2026-10-23
1620 Investment Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (-$94)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (-$80)
Filed 2026-10-06
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 15,755
Change-15,755 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-14
Newport Capital Group, LLC
CLOSED
Shares0 from 12,055
Change-12,055 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-16
Synergy Asset Management, LLC
CLOSED
Shares0 from 8,398
Change-8,398 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-05
Squarepoint Ops LLC
CLOSED
Shares0 from 3,548
Change-3,548 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-09
Glaxis Capital Management, LLC
CLOSED
Shares0 from 3,340
Change-3,340 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 2,972
Change-2,972 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Deutsche Bank Ag\
CLOSED
Shares0 from 2,565
Change-2,565 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-06
Money Concepts Capital Corp
CLOSED
Shares0 from 1,451
Change-1,451 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Impact Capital Partners LLC
CLOSED
Shares0 from 1,411
Change-1,411 (-100%)
Value$0 (-$992.4K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$914.1K)
Filed 2026-11-06
Ardent Capital Management, Inc.
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$513.4K)
Filed 2026-10-16
Eagle Bay Advisors LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$430.4K)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-16
Genesis Private Wealth, LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$319.3K)
Filed 2026-11-02
Inscription Capital, LLC
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$305.9K)
Filed 2026-11-02
Hegarty Advisors, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$294.7K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 382
Change-382 (-100%)
Value$0 (-$268.7K)
Filed 2026-10-20
Advisor OS, LLC
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$240.1K)
Filed 2026-11-03
Financial Discovery Group Inc
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$234.9K)
Filed 2026-11-03
Family Office Research LLC
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-14
Cora Capital Advisors LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$223.7K)
Filed 2026-11-02
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-08
Columbia Bank
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-29
Mystic Asset Management, Inc.
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-15
Great Lakes Advisors, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-06
Cornerstone Advisory, LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$213.8K)
Filed 2026-11-06
BOS Asset Management, LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-09
Bluesphere Advisors LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-13
Cooke Wealth Management, LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-13
Kearns & Associates LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-09
Beacon Hill Wealth Management Ltd.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-21
Boston Common Asset Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-22
Corundum Group, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-28
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-28
Financial Advisory Corp
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-14
Vista Capital Partners, Inc.
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$208.3K)
Filed 2026-11-06
Trust Co of the South
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-21
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-06
Cascade Investment Group, Inc.
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-13
Rossmore Private Capital
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-27
Cowa, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-30
James J. Burns & Company, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-22
Shakespeare Wealth Management, LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-28
Kavar Capital Partners Group, LLC
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-06
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-05
MMA Asset Management LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$202.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$73.9K)
Filed 2026-10-15
Islay Capital Management, LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$61.9K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$56.3K)
Filed 2026-10-22
Evolution Advisers, Inc.
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-16
CGC Financial Services, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-02
Bank of America Corp
N/A
Shares— from 1,946,508
Change-1,946,508 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,235,352
Change-1,235,352 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,178,967
Change-1,178,967 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,049,595
Change-1,049,595 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 906,280
Change-906,280 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 903,341
Change-903,341 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 849,491
Change-849,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 651,062
Change-651,062 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 488,839
Change-488,839 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 291,654
Change-291,654 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 285,765
Change-285,765 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 283,087
Change-283,087 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 271,019
Change-271,019 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 244,920
Change-244,920 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 234,897
Change-234,897 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 224,334
Change-224,334 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 208,394
Change-208,394 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 157,630
Change-157,630 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 154,726
Change-154,726 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 143,902
Change-143,902 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 143,035
Change-143,035 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 139,760
Change-139,760 (-100%)
Value—
Commerce Bank
N/A
Shares— from 139,449
Change-139,449 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 131,409
Change-131,409 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 119,454
Change-119,454 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 111,587
Change-111,587 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 110,435
Change-110,435 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 104,807
Change-104,807 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 101,693
Change-101,693 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,420
Change-96,420 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 89,737
Change-89,737 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 88,675
Change-88,675 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 85,773
Change-85,773 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 83,440
Change-83,440 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 83,263
Change-83,263 (-100%)
Value—
Blair William & Co
N/A
Shares— from 76,091
Change-76,091 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 72,534
Change-72,534 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 69,882
Change-69,882 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 67,963
Change-67,963 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 63,792
Change-63,792 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 63,175
Change-63,175 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 62,245
Change-62,245 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 60,828
Change-60,828 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 57,763
Change-57,763 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 54,500
Change-54,500 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 52,970
Change-52,970 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,915
Change-50,915 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 50,124
Change-50,124 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 49,860
Change-49,860 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 46,580
Change-46,580 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,841
Change-44,841 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 44,808
Change-44,808 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 44,041
Change-44,041 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 43,991
Change-43,991 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 43,225
Change-43,225 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 41,640
Change-41,640 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 41,156
Change-41,156 (-100%)
Value—
FMR LLC
N/A
Shares— from 41,042
Change-41,042 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 39,554
Change-39,554 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 38,082
Change-38,082 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 37,574
Change-37,574 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 36,927
Change-36,927 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 36,184
Change-36,184 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 35,518
Change-35,518 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,729
Change-34,729 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 34,353
Change-34,353 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 33,271
Change-33,271 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 32,657
Change-32,657 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 32,187
Change-32,187 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 31,797
Change-31,797 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 31,534
Change-31,534 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 30,673
Change-30,673 (-100%)
Value—
GHE, LLC
N/A
Shares— from 30,067
Change-30,067 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 29,521
Change-29,521 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 27,485
Change-27,485 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 25,895
Change-25,895 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 25,046
Change-25,046 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 25,041
Change-25,041 (-100%)
Value—
Simmons Bank
N/A
Shares— from 23,674
Change-23,674 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 22,747
Change-22,747 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,808
Change-21,808 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 21,216
Change-21,216 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,883
Change-20,883 (-100%)
Value—
&partners
N/A
Shares— from 20,657
Change-20,657 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,513
Change-19,513 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 18,564
Change-18,564 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,508
Change-18,508 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 18,003
Change-18,003 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 17,602
Change-17,602 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 17,337
Change-17,337 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 15,125
Change-15,125 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 14,956
Change-14,956 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,582
Change-14,582 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,361
Change-14,361 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,018
Change-14,018 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 13,581
Change-13,581 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,785
Change-11,785 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 11,006
Change-11,006 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,893
Change-9,893 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,412
Change-9,412 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,224
Change-9,224 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 9,113
Change-9,113 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,113
Change-9,113 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,453
Change-8,453 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,746
Change-6,746 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,274
Change-5,274 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 4,751
Change-4,751 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
CSS LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Maren Capital LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 956
Change-956 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 955
Change-955 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 950
Change-950 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 923
Change-923 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 894
Change-894 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 892
Change-892 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 892
Change-892 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 881
Change-881 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
United Bank
N/A
Shares— from 858
Change-858 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 821
Change-821 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 798
Change-798 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 797
Change-797 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 793
Change-793 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 791
Change-791 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 736
Change-736 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 714
Change-714 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 705
Change-705 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 693
Change-693 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 683
Change-683 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 670
Change-670 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 654
Change-654 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 570
Change-570 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 563
Change-563 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 560
Change-560 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 536
Change-536 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 535
Change-535 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 473
Change-473 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 466
Change-466 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 463
Change-463 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 442
Change-442 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 442
Change-442 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 435
Change-435 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 431
Change-431 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 393
Change-393 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 384
Change-384 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 363
Change-363 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 353
Change-353 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 351
Change-351 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 338
Change-338 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 330
Change-330 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 329
Change-329 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 328
Change-328 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 319
Change-319 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 310
Change-310 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 286
Change-286 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 285
Change-285 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 254
Change-254 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 156
Change-156 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 150
Change-150 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 131
Change-131 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
S&T Bank
N/A
Shares— from 120
Change-120 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Centennial Bank
N/A
Shares— from 110
Change-110 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 100
Change-100 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 80
Change-80 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 70
Change-70 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Rogco, LP
N/A
Shares— from 55
Change-55 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 47
Change-47 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 37
Change-37 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5
Change-5 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
US Bancorp \de\
DECREASED951,131963,812-12,681-1%$677.9M$624.6M-$53.3M2026-11-05
PNC Financial Services Group, Inc.
DECREASED686,578693,381-6,803-1%$487.7M$450.9M-$36.8M2026-11-06
Bank of Montreal
DECREASED470,454477,136-6,682-1%$335.6M$309.0M-$26.6M2026-11-09
Meitav Investment House LTD
DECREASED412,045412,840-7950%$290.4M$270.6M-$19.8M2026-10-28
Citigroup Inc
INCREASED256,336178,846+77,490+43%$125.8M$168.3M+$42.5M2026-11-04
Creative Planning
INCREASED237,165236,181+984+0%$166.1M$155.7M-$10.4M2026-11-02
Generali Asset Management SPA SGR
INCREASED179,949164,778+15,171+9%$115.9M$118.2M+$2.3M2026-10-26
LPL Financial LLC
INCREASED176,188166,179+10,009+6%$116.9M$115.7M-$1.2M2026-11-06
Bank of New York Mellon Corp
DECREASED160,998161,143-1450%$113.3M$105.7M-$7.6M2026-11-05
Welch & Forbes LLC
DECREASED138,706142,173-3,467-2%$100.0M$91.1M-$8.9M2026-11-04
Truist Financial Corp
DECREASED105,153120,108-14,955-12%$84.5M$69.1M-$15.4M2026-10-30
Montag A & Associates Inc
DECREASED99,916101,656-1,740-2%$71.7M$65.8M-$5.9M2026-10-29
Washington Trust Co
DECREASED79,94581,402-1,457-2%$57.3M$52.5M-$4.8M2026-10-22
Mirae Asset Securities (USA) Inc.
INCREASED77,72950,072+27,657+55%$35.2M$51.0M+$15.8M2026-10-15
Henshaw Capital LLC
UNCHANGED73,00073,00000%$51.3M$47.9M-$3.4M2026-11-03
Midwest Trust Co
DECREASED61,92662,409-483-1%$43.9M$40.7M-$3.2M2026-10-22
Citizens Financial Group Inc
INCREASED61,22559,492+1,733+3%$41.8M$40.2M-$1.6M2026-10-23
Commonwealth Equity Services, LLC
DECREASED59,81966,690-6,871-10%$46.9M$39.3M-$7.6M2026-11-02
Pittenger & Anderson Inc
INCREASED58,91758,735+182+0%$41.3M$38.7M-$2.6M2026-11-02
OFS Enterprise LLC
DECREASED56,72556,835-1100%$40.0M$37.3M-$2.7M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED55,26149,110+6,151+13%$33.9M$36.8M+$2.9M2026-10-13
Pinnacle Associates LTD
DECREASED55,18356,215-1,032-2%$39.5M$36.2M-$3.3M2026-10-20
Fifth Third Bancorp
INCREASED54,46249,926+4,536+9%$35.1M$35.8M+$650.7K2026-11-05
Choreo, LLC
INCREASED54,33553,516+819+2%$3.7M$4.0M+$297.1K2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED51,16254,236-3,074-6%$38.1M$33.6M-$4.5M2026-10-05
Lido Advisors, LLC
DECREASED49,80450,859-1,055-2%$35.8M$32.7M-$3.1M2026-11-04
Chicago Partners Investment Group LLC
DECREASED45,11445,473-359-1%$31.3M$29.8M-$1.5M2026-10-27
Clearstead Advisors, LLC
INCREASED44,73744,423+314+1%$31.2M$29.4M-$1.9M2026-11-06
Heritage Investors Management Corp
DECREASED44,49945,654-1,155-3%$32.1M$29.2K-$32.1M2026-10-29
Cumberland Advisors Inc
INCREASED44,45242,307+2,145+5%$29.8M$29.2M-$564.1K2026-10-30
LCM Capital Management Inc
INCREASED44,44744,192+255+1%$31.1M$29.2M-$1.9M2026-10-20
Ascent Wealth Partners, LLC
INCREASED43,79543,120+675+2%$30.3M$28.8M-$1.6M2026-10-23
IFG Advisors, LLC
DECREASED43,16443,944-780-2%$30.9M$28.3M-$2.6M2026-10-15
Klingman & Associates, LLC
DECREASED41,19541,488-293-1%$29.2M$27.1M-$2.1M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED39,85337,833+2,020+5%$26.6M$26.2K-$26.6M2026-11-02
Conning Inc.
UNCHANGED38,02238,02200%$26.7M$25.0M-$1.8M2026-10-27
Kestra Advisory Services, LLC
INCREASED37,64735,015+2,632+8%$24.6M$24.7M+$95.6K2026-11-02
TSG Advice Partners, LLC
NEW33,793—+33,793——$23.8M—2026-10-29
Tiller Private Wealth, Inc.
DECREASED33,39733,454-570%$23.5M$21.9M-$1.6M2026-10-26
Steele Capital Management, Inc.
DECREASED32,95032,975-250%$23.2M$21.7M-$1.6M2026-11-02
Curbstone Financial Management Corp
DECREASED29,11829,434-316-1%$20.7M$19.1M-$1.6M2026-10-21
Waldron Private Wealth LLC
DECREASED28,53429,380-846-3%$20.7M$18.7M-$1.9M2026-11-02
Savant Capital, LLC
DECREASED28,47044,623-16,153-36%$29.5M$18.7M-$10.8M2026-11-06
Brookstone Capital Management
DECREASED26,85430,628-3,774-12%$21.5M$17.6M-$3.9M2026-10-22
Mesirow Financial Investment Management, Inc.
DECREASED26,32427,116-792-3%$19.1M$17.3M-$1.8M2026-11-05
Barclays PLC
INCREASED25,89915,989+9,910+62%$11.2M$17.0M+$5.8M2026-11-06
Sanders Morris Harris LLC
NEW22,988—+22,988——$15.1M—2026-10-14
Atlantic Edge Private Wealth Management, LLC
DECREASED22,52422,594-700%$15.9M$14.8M-$1.1M2026-10-20
Peddock Capital Advisors, LLC
INCREASED21,53020,975+555+3%$14.8M$14.1M-$613.2K2026-10-16
Csenge Advisory Group
INCREASED21,43218,101+3,331+18%$12.7M$14.1M+$1.3M2026-11-04
HighPoint Advisor Group LLC
DECREASED21,42721,962-535-2%$15.4M$14.1M-$1.4M2026-11-09
Caldwell Trust Co
DECREASED21,29921,600-301-1%$15.2M$14.0M-$1.2M2026-10-30
MCF Advisors LLC
DECREASED20,47020,669-199-1%$14.6M$13.5M-$1.1M2026-10-28
Prescott Group Capital Management, L.L.C.
INCREASED19,74210,342+9,400+91%$7.3M$13.0M+$5.7M2026-10-30
jvl associates llc
UNCHANGED19,68919,68900%$13.8M$12.9M-$918.1K2026-10-09
Carnegie Investment Counsel
DECREASED18,76719,126-359-2%$13.5M$12.3M-$1.1M2026-10-20
Old National Bancorp
DECREASED18,66418,752-880%$13.2M$12.3M-$932.2K2026-10-20
Lutz Financial Services LLC
DECREASED18,13318,176-430%$12.8M$11.9M-$875.8K2026-11-06
Yousif Capital Management, LLC
INCREASED18,10811,007+7,101+65%$7.7M$11.9M+$4.2M2026-10-22
Trifecta Capital Advisors, LLC
DECREASED18,05718,137-800%$12.8M$11.9M-$898.3K2026-10-21
GFS Advisors, LLC
INCREASED17,68115,201+2,480+16%$26.2K$11.6M+$11.6M2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED17,62717,873-246-1%$12.6M$11.8M-$720.6K2026-10-09
Central Bank & Trust Co
INCREASED17,47917,010+469+3%$12.0M$11.5M-$485.2K2026-10-09
Dumont & Blake Investment Advisors LLC
DECREASED17,29417,394-100-1%$12.2M$11.4M-$877.3K2026-10-28
Hummer Financial Advisory Services Inc
UNCHANGED17,18917,18900%$12.1M$11.3M-$803.2K2026-10-09
Thrive Wealth Management, LLC
DECREASED17,01918,001-982-5%$12.7M$11.2M-$1.5M2026-10-13
First Financial Bank - Trust Division
DECREASED17,01017,093-830%$12.0M$11.2M-$851.6K2026-10-01
Paulson Wealth Management Inc.
INCREASED16,29113,887+2,404+17%$9.8M$10.7M+$931.3K2026-11-02
Legacy Advisors, LLC
INCREASED15,98415,938+46+0%$11.2M$10.5M-$712.5K2026-10-19
Arvest Investments, Inc.
INCREASED15,72215,536+186+1%$10.9M$10.3M-$602.2K2026-10-21
Torrey-Payne Wealth Management, LLC
DECREASED15,70015,961-261-2%$11.2M$10.3M-$915.7K2026-11-09
Harbour Trust & Investment Management Co
DECREASED15,18915,597-408-3%$11.0M$10.0M-$995.2K2026-10-28
AGF Management LTD
DECREASED15,17915,289-110-1%$10.8M$10.0M-$785.2K2026-11-03
Montz Harcus Wealth Management LLC
DECREASED15,15715,925-768-5%$11.2M$10.0M-$1.2M2026-10-09
NBT Bank, N.A.
DECREASED14,71814,809-91-1%$10.4M$9.7M-$750.0K2026-10-21
Granite FO LLC
DECREASED14,69714,702-50%$10.3M$9.7M-$688.8K2026-10-14
Canopy Partners, LLC
DECREASED14,60014,921-321-2%$10.5M$9.6M-$906.6K2026-10-28
Howard Capital Management, LLC
DECREASED14,58614,723-137-1%$10.4M$9.6M-$776.6K2026-10-16
Chesley Taft & Associates LLC
INCREASED14,38714,342+45+0%$10.1M$9.4M-$639.2K2026-10-13
KCM Investment Advisors LLC
DECREASED13,95813,972-140%$9.8M$9.2M-$660.6K2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED13,93613,93600%$9.8M$9.2M-$649.8K2026-11-06
TKG Advisors, LLC
INCREASED13,80513,629+176+1%$9.6M$9.1M-$520.2K2026-11-02
First Merchants Corp
DECREASED13,55814,160-602-4%$10.0M$8.9M-$1.1M2026-10-15
Bokf, NA
INCREASED13,3707,272+6,098+84%$5.1M$8.8M+$3.7M2026-10-27
Busey Bank
UNCHANGED12,96812,96800%$9.1M$8.5M-$604.7K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED12,82913,739-910-7%$9.7M$8.4M-$1.2M2026-10-16
RMR Wealth Builders
DECREASED12,72113,395-674-5%$9.4M$8.4M-$1.1M2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED12,45012,168+282+2%$8.6M$8.2M-$383.3K2026-10-22
Staley Capital Advisers Inc
DECREASED12,29412,594-300-2%$8.9M$8.1M-$784.3K2026-11-06
Pacific Center for Financial Services
DECREASED12,25612,312-560%$8.7M$8.0M-$610.5K2026-10-15
CMG Global Holdings, LLC
INCREASED11,58911,394+195+2%$8.0M$7.6M-$403.0K2026-10-14
Oppenheimer & Co Inc
INCREASED11,5498,039+3,510+44%$5.7M$7.6M+$1.9M2026-10-26
Valen Private Capital, LLC
NEW11,529—+11,529——$7.6M—2026-10-23
Madison Park Capital Advisors, LLC
INCREASED11,40010,644+756+7%$7.5M$7.5M+$7312026-10-28
Grove Bank & Trust
DECREASED11,38912,709-1,320-10%$8.9M$7.5M-$1.5M2026-10-08
Elyxium Wealth, LLC
UNCHANGED11,27011,27000%$7.9M$7.4M-$525.5K2026-10-27
Lynx Capital Group LTD
INCREASED11,09711,094+3+0%$7.8M$7.3M-$516.0K2026-11-04
First Horizon Corp
DECREASED11,03911,177-138-1%$7.9M$7.2M-$611.8K2026-10-26
G&S Capital LLC
INCREASED11,02210,704+318+3%$7.5M$7.2M-$290.1K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED11,0176,722+4,295+64%$4.7M$7.2M+$2.5M2026-10-16
Diversified Management Inc
INCREASED10,98210,913+69+1%$7.7M$7.2M-$463.4K2026-10-08
Latigo Investments, LLC
UNCHANGED10,96210,96200%$7.7M$7.2M-$511.2K2026-10-29
Mechanics Bank Trust Department
DECREASED10,71410,786-72-1%$7.6M$7.0M-$550.2K2026-10-13
Community Bank, N.A.
DECREASED10,70710,812-105-1%$7.6M$7.0M-$573.0K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,53510,485+50+0%$7.4M$6.9M-$455.9K2026-10-23
Linscomb Wealth, Inc.
DECREASED10,53110,708-177-2%$7.5M$6.9M-$615.0K2026-11-05
MGO One Seven LLC
DECREASED10,44911,355-906-8%$8.0M$6.9M-$1.1M2026-10-28
Palisade Asset Management, LLC
DECREASED10,28910,406-117-1%$7.3M$6.8M-$562.1K2026-11-03
Goelzer Investment Management, Inc.
DECREASED10,13710,292-155-2%$7.2M$6.7M-$581.7K2026-10-16
Hopwood Financial Services, Inc.
DECREASED9,99210,032-400%$7.1M$6.6M-$493.7K2026-10-29
Allworth Financial LP
INCREASED9,8699,668+201+2%$6.8M$6.9M+$141.4K2026-11-06
Sageworth Trust Co
UNCHANGED9,5699,56900%$6.7M$6.3M-$446.2K2026-10-30
Central Trust Co
DECREASED9,5479,790-243-2%$6.9M$6.3M-$616.1K2026-11-05
Merit Financial Group, LLC
INCREASED9,4879,277+210+2%$6.5M$6.2M-$295.8K2026-11-06
Adirondack Trust Co
DECREASED9,4359,471-360%$6.7M$6.2M-$465.2K2026-10-14
Diversified Portfolios, Inc.
DECREASED9,3649,483-119-1%$6.7M$6.1M-$520.0K2026-11-04
Balboa Wealth Partners
INCREASED9,1999,148+51+1%$6.4M$6.0M-$393.0K2026-10-20
Barrett & Company, Inc.
DECREASED9,1169,494-378-4%$6.7M$6.0M-$690.7K2026-10-22
North Star Investment Management Corp.
INCREASED9,0618,898+163+2%$6.3M$6.0M-$307.7K2026-10-27
Resonant Capital Advisors, LLC
DECREASED8,9949,319-325-3%$6.6M$5.9M-$649.4K2026-10-15
Firestone Capital Management
DECREASED8,8528,893-410%$6.3M$5.8M-$441.4K2026-11-03
Motco
DECREASED8,8408,972-132-1%$6.3M$5.8M-$505.1K2026-11-09
Lodestar Private Asset Management LLC
DECREASED8,83211,608-2,776-24%$8.2M$5.8M-$2.4M2026-10-26
Ti-Trust, Inc
INCREASED8,8138,799+14+0%$6.2M$5.8M-$401.1K2026-10-21
Fifth Third Securities, Inc.
INCREASED8,6827,973+709+9%$5.6M$5.7M+$93.9K2026-10-21
Daymark Wealth Partners, LLC
DECREASED8,5508,610-60-1%$6.1M$5.6M-$440.7K2026-11-04
AMG National Trust Bank
DECREASED8,4198,449-300%$5.9M$5.5M-$413.7K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED8,3898,411-220%$5.9M$5.5M-$406.7K2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED8,3098,433-124-1%$5.9M$5.5M-$474.5K2026-10-15
Apollon Wealth Management, LLC
INCREASED8,2718,047+224+3%$5.7M$5.4M-$228.0K2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED8,1508,189-390%$5.7M$5.4M-$216.4K2026-10-21
Founders Financial Securities LLC
DECREASED8,0838,113-300%$5.7M$5.3M-$398.0K2026-10-28
Sonata Capital Group Inc
INCREASED7,8397,834+5+0%$5.5M$5.1M-$362.1K2026-10-19
Associated Banc-Corp
INCREASED7,7997,528+271+4%$5.3M$5.1M-$173.1K2026-10-30
Nixon Peabody Trust Co
INCREASED7,7227,556+166+2%$5.3M$5.1M-$243.3K2026-10-23
Nicollet Investment Management, Inc.
DECREASED7,6208,059-439-5%$5.7M$5.0K-$5.7M2026-10-14
Evensky & Katz LLC
DECREASED7,6157,654-39-1%$5.4M$5.0K-$5.4M2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED7,5907,629-39-1%$5.4M$5.0M-$381.4K2026-11-05
Midwest Financial Group LLC
INCREASED7,5737,459+114+2%$5.2M$5.0M-$272.8K2026-10-15
Perigon Wealth Management, LLC
DECREASED7,5727,597-250%$5.3M$5.0M-$371.2K2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED7,5107,51000%$5.3M$5.0M-$326.5K2026-10-22
KMG Fiduciary Partners, LLC
DECREASED7,3947,544-150-2%$5.3M$4.9M-$450.3K2026-10-14
Breakwater Capital Group
INCREASED7,3397,297+42+1%$5.1M$4.8M-$312.4K2026-10-09
Bank of New Hampshire
DECREASED7,1647,460-296-4%$5.2M$4.7M-$542.2K2026-10-06
Crestwood Advisors Group, LLC
DECREASED7,1547,419-265-4%$5.2M$4.7M-$520.0K2026-10-27
Modera Wealth Management, LLC
INCREASED7,1107,047+63+1%$5.0M$4.7M-$287.0K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED7,1047,093+11+0%$5.0M$4.7M-$323.4K2026-11-05
Meridian Investment Counsel Inc.
DECREASED6,9658,192-1,227-15%$5.8M$4.6M-$1.2M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED6,9045,909+995+17%$4.2M$4.5M+$377.6K2026-11-06
James T. Borello RIA
INCREASED6,8326,819+13+0%$4.8M$4.5M-$309.4K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED6,3816,281+100+2%$4.4M$4.2M-$227.2K2026-10-22
Keybank National Association
DECREASED6,3046,347-43-1%$4.5M$4.1M-$324.2K2026-11-04
Union Savings Bank
DECREASED6,2506,347-97-2%$4.5M$4.1M-$359.6K2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED6,2176,221-40%$4.4M$4.1M-$292.7K2026-10-26
Colorado Capital Management, Inc.
DECREASED6,1527,098-946-13%$5.0K$4.0K-$9522026-10-15
Means Investment Co., Inc.
DECREASED6,0657,308-1,243-17%$5.1M$4.0M-$1.2M2026-11-03
Joel Isaacson & Co., LLC
DECREASED6,0216,042-210%$4.2M$4.0M-$295.4K2026-11-05
Clear Point Advisors Inc.
DECREASED6,0036,023-200%$4.2M$3.9M-$294.1K2026-10-30
First Citizens Bank & Trust Co
DECREASED5,9836,052-69-1%$4.3M$3.9M-$327.5K2026-10-14
Flagstar Securities, Inc
INCREASED5,9815,891+90+2%$4.2M$3.9M-$216.5K2026-10-15
Segment Wealth Management, LLC
DECREASED5,9756,078-103-2%$4.3M$3.9M-$351.1K2026-10-26
Bailard, Inc.
DECREASED5,9725,978-60%$4.2M$3.9M-$282.7K2026-10-13
Roan Capital Partners
INCREASED5,8835,554+329+6%$3.9M$3.9M-$42.8K2026-10-09
Precedent Wealth Partners, LLC
DECREASED5,8695,880-110%$4.1M$3.9M-$281.4K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED5,8355,83500%$4.1M$3.8M-$272.1K2026-10-23
Sepio Capital, LP
UNCHANGED5,8105,81000%$4.1M$3.8M-$270.9K2026-10-22
Tandem Investment Partners LLC
DECREASED5,7985,923-125-2%$4.2M$3.8M-$358.3K2026-10-16
Matrix Asset Advisors Inc
DECREASED5,7875,926-139-2%$4.2M$3.8M-$366.9K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED5,6535,829-176-3%$4.1M$3.7M-$387.2K2026-10-22
Sowell Financial Services LLC
INCREASED5,6435,626+17+0%$4.0M$3.7M-$250.6K2026-10-23
Salomon & Ludwin, LLC
INCREASED5,6405,616+24+0%$3.9M$3.7M-$210.9K2026-10-29
Paller Financial Services Inc
DECREASED5,5965,952-356-6%$4.2M$3.7M-$511.3K2026-10-13
Woodstock Corp
DECREASED5,5955,919-324-5%$4.2M$3.7M-$488.8K2026-10-13
Apella Capital, LLC
INCREASED5,5235,280+243+5%$3.6M$3.7M+$33.7K2026-10-08
GLR Partners, LLC
INCREASED5,5135,060+453+9%$3.6M$3.6M+$61.5K2026-11-04
TD Waterhouse Canada Inc.
INCREASED5,3995,366+33+1%$3.7M$3.6M-$158.7K2026-10-16
Eastern Bank
DECREASED5,3785,448-70-1%$3.8M$3.5M-$300.0K2026-10-05
Farther Finance Advisors, LLC
INCREASED5,3583,621+1,737+48%$2.5M$3.5M+$971.9K2026-10-08
Romano Brothers and Company
DECREASED5,3525,452-100-2%$3.8M$3.5M-$319.9K2026-10-22
Sigma Planning Corp
DECREASED5,3495,384-35-1%$3.8M$3.5M-$281.7K2026-10-23
Winter & Associates, Inc.
DECREASED5,1635,228-65-1%$3.7M$3.4M-$233.8K2026-10-23
HB Wealth Management, LLC
DECREASED5,0715,326-255-5%$3.7M$3.3M-$415.9K2026-10-23
Crescent Sterling, Ltd.
DECREASED5,0555,163-108-2%$3.6M$3.3M-$311.6K2026-10-16
WealthBridge Capital Management, LLC
INCREASED5,0404,438+602+14%$3.1M$3.3M+$188.3K2026-10-16
Northstar Asset Management Co
DECREASED4,9305,030-100-2%$3.5M$3.3M-$174.0K2026-10-22
Pegasus Asset Management, Inc.
DECREASED4,8934,966-73-1%$3.5M$3.2M-$279.5K2026-11-03
Salem Investment Counselors Inc
INCREASED4,8404,195+645+15%$3.0M$3.2M+$228.6K2026-10-13
Jefferies Financial Group Inc.
INCREASED4,8112,033+2,778+137%$1.4M$3.2M+$1.7M2026-11-05
Wesbanco Bank Inc
DECREASED4,7784,843-65-1%$3.4M$3.1M-$268.5K2026-11-04
Independence Bank of Kentucky
DECREASED4,7734,809-36-1%$3.4M$3.1M-$247.9K2026-10-26
Meridian Wealth Management, LLC
INCREASED4,7104,687+23+0%$3.3M$3.1M-$203.3K2026-11-05
New England Private Wealth Advisors LLC
INCREASED4,6784,677+1+0%$3.2M$3.1M-$158.9K2026-10-19
Blue Fin Capital, Inc.
INCREASED4,6244,509+115+3%$3.2M$3.0M-$134.7K2026-10-28
Blueline Advisors LLC
DECREASED4,6014,617-160%$3.2M$3.0M-$227.8K2026-10-15
West Paces Advisors Inc.
DECREASED4,5994,671-72-2%$3.3M$3.0M-$265.6K2026-10-13
Shoker Investment Counsel, Inc.
INCREASED4,5534,552+1+0%$3.2M$3.0M-$211.2K2026-11-04
Benchmark Financial Wealth Advisors, LLC
DECREASED4,5246,106-1,582-26%$4.3M$3.0M-$1.3M2026-10-20
Winthrop Advisory Group LLC
DECREASED4,5204,590-70-2%$3.2M$3.0M-$260.6K2026-10-22
Element Pointe Advisors, LLC
UNCHANGED4,5004,50000%$3.2M$3.0M-$209.8K2026-10-21
Orange Investment Advisors, Inc.
DECREASED4,4864,519-33-1%$3.2M$2.9M-$232.4K2026-10-23
Gilman Hill Asset Management, LLC
UNCHANGED4,4084,40800%$3.1M$2.9M-$205.5K2026-10-13
Veracity Capital LLC
UNCHANGED4,3594,35900%$3.1M$2.9M-$203.3K2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED4,3494,143+206+5%$2.9M$2.9M-$57.9K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED4,3254,421-96-2%$3.1M$2.8M-$268.0K2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED4,3004,364-64-1%$3.1M$2.8M-$245.2K2026-10-20
Naples Global Advisors, LLC
DECREASED4,2904,312-22-1%$3.0M$2.8M-$216.0K2026-11-05
Diversified Trust Co
DECREASED4,2584,358-100-2%$3.1M$2.8M-$268.9K2026-11-06
IFG Advisory, LLC
DECREASED4,1834,265-82-2%$3.0M$2.7M-$252.8K2026-11-09
Steel Grove Capital Advisors, LLC
INCREASED4,1514,038+113+3%$2.8M$2.7M-$114.0K2026-10-13
Whitegate Investment Counselors, Inc.
UNCHANGED4,1504,15000%$2.9M$2.7M-$193.5K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED4,0863,820+266+7%$2.7M$2.7M-$3.5K2026-11-05
Courier Capital LLC
UNCHANGED4,0134,01300%$2.8M$2.6M-$186.9K2026-10-19
Equitable Trust Co
UNCHANGED3,9773,97700%$2.8M$2.6M-$185.4K2026-10-13
Davidson Trust Co
INCREASED3,9653,738+227+6%$2.6M$2.6M-$25.2K2026-10-09
Sage Financial Management Group, Inc.
DECREASED3,9353,981-46-1%$2.8M$2.6M-$215.9K2026-11-06
Freestone Capital Holdings, LLC
INCREASED3,9173,514+403+11%$2.5M$2.6M+$100.1K2026-11-09
ARS Investment Partners, LLC
INCREASED3,9093,875+34+1%$2.7M$2.6M-$158.3K2026-11-05
Baron Financial Group, LLC
INCREASED3,8853,880+5+0%$2.7M$2.6M-$177.3K2026-10-09
Cambridge Advisors Inc.
DECREASED3,8843,894-100%$2.7M$2.6M-$188.1K2026-10-19
Sterling Investment Advisors, Ltd.
DECREASED3,8714,026-155-4%$2.8M$2.5M-$289.4K2026-10-27
Park Capital Management, LLC / WI
DECREASED3,8653,892-27-1%$2.7M$2.5M-$199.2K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED3,8513,555+296+8%$2.5M$2.5M+$28.8K2026-10-19
Prospera Financial Services Inc
DECREASED3,8507,710-3,860-50%$5.4M$2.6M-$2.8M2026-11-04
Capital Investment Advisors, LLC
INCREASED3,8451,097+2,748+251%$771.7K$2.5M+$1.8M2026-10-22
Victory Financial Group, LLC
DECREASED3,8423,864-22-1%$2.7M$2.5M-$194.7K2026-10-27
AlTi Global, Inc.
INCREASED3,8053,247+558+17%$2.3M$2.5M+$215.6K2026-11-09
Steph & Co
DECREASED3,8004,733-933-20%$3.3M$2.5M-$833.4K2026-10-07
TD Private Client Wealth LLC
DECREASED3,7876,209-2,422-39%$4.4M$2.5M-$1.9M2026-10-28
International Assets Investment Management, LLC
DECREASED3,7433,908-165-4%$2.7M$2.5M-$241.0K2026-11-02
Clientfirst Wealth Management, LLC
UNCHANGED3,7413,74100%$2.6M$2.5M-$174.4K2026-11-04
PKS Advisory Services, LLC
UNCHANGED3,6873,68700%$2.6M$2.6M$02026-10-26
Intelligent Financial Strategies
UNCHANGED3,6783,67800%$2.6M$2.4M-$171.9K2026-10-16
Lewis Asset Management, LLC
INCREASED3,6753,674+1+0%$2.6M$2.4M-$165.1K2026-10-14
St. Johns Investment Management Company, LLC
DECREASED3,6613,819-158-4%$2.7M$2.4M-$281.8K2026-10-30
Churchill Financial Advisors, LLC
DECREASED3,6453,667-22-1%$2.6M$2.4M-$185.4K2026-10-20
Trust Point Inc.
INCREASED3,5973,583+14+0%$2.5M$2.4M-$157.9K2026-10-27
Coldstream Capital Management Inc
UNCHANGED3,5893,58900%$2.5M$2.4M-$167.4K2026-11-09
Weil Company, Inc.
DECREASED3,5803,685-105-3%$2.6M$2.4M-$241.2K2026-10-14
Connecticut Wealth Management, LLC
INCREASED3,5713,542+29+1%$2.5M$2.3M-$146.3K2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED3,5223,696-174-5%$2.6M$2.3M-$286.6K2026-11-03
RVW Wealth, LLC
DECREASED3,5213,770-249-7%$2.7M$2.3M-$339.3K2026-10-06
Providence Financial Advisors, LLC
DECREASED3,4784,218-740-18%$3.0M$2.3M-$682.6K2026-11-06
Marin Bay Wealth Advisors, LLC
DECREASED3,4753,524-49-1%$2.5M$2.3M-$196.6K2026-10-28
Finley Financial, LLC
UNCHANGED3,4753,47500%$2.4M$2.3M-$138.9K2026-10-28
Gryphon Financial Partners LLC
UNCHANGED3,4703,47000%$2.4M$2.3M-$161.8K2026-11-04
Plancorp, LLC
INCREASED3,4682,092+1,376+66%$1.4M$2.3M+$884.3K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED3,4673,513-46-1%$2.5M$2.3M-$194.2K2026-10-21
Private Trust Co NA
INCREASED3,4463,262+184+6%$2.3M$2.3M-$31.3K2026-10-20
Greenleaf Trust
DECREASED3,4065,597-2,191-39%$3.9M$2.2M-$1.7M2026-10-29
1834 Investment Advisors Co
DECREASED3,3923,397-50%$2.4M$2.2M-$161.7K2026-10-16
CWS Financial Advisors, LLC
INCREASED3,3413,332+9+0%$2.3M$2.2M-$149.9K2026-10-16
Lionsbridge Wealth Management LLC
DECREASED3,3333,643-310-9%$2.6M$2.2M-$373.5K2026-10-26
ZWJ Investment Counsel Inc
INCREASED3,3223,231+91+3%$2.3M$2.2M-$90.9K2026-10-15
Independent Financial Group, LLC
INCREASED3,3213,130+191+6%$2.2M$2.2M-$21.0K2026-10-13
Baker Avenue Asset Management, LP
DECREASED3,2913,427-136-4%$2.4M$2.2M-$249.1K2026-11-06
Embree Financial Group
DECREASED3,2873,293-60%$2.3M$2.2M-$157.8K2026-10-22
RFG - Bristol Wealth Advisors, LLC
INCREASED3,2751,853+1,422+77%$1.3M$2.2M+$847.7K2026-10-09
Woodmont Investment Counsel LLC
INCREASED3,2323,042+190+6%$2.1M$2.1M-$17.1K2026-10-29
Coastline Trust Co
DECREASED3,2035,243-2,040-39%$3.7M$2.1M-$1.6M2026-10-01
Atria Investments, Inc
DECREASED3,1849,301-6,117-66%$6.5M$2.1M-$4.5M2026-10-15
Finivi Inc.
INCREASED3,1793,080+99+3%$2.2M$2.1M-$78.6K2026-10-13
Old Second National Bank of Aurora
DECREASED3,1783,185-70%$2.2M$2.1M-$153.1K2026-10-22
Gridiron Partners, LLC
UNCHANGED3,1233,12300%$2.2M$2.1M-$145.6K2026-10-08
McKinley Carter Wealth Services, Inc.
UNCHANGED3,1073,10700%$2.2M$2.0M-$144.9K2026-10-16
Junk Investment Group, LLC
INCREASED3,0843,077+7+0%$2.2M$2.0M-$139.0K2026-10-19
Regions Financial Corp
INCREASED3,0422,939+103+4%$2.1M$2.0M-$69.4K2026-11-05
Valmark Advisers, Inc.
INCREASED3,0403,038+2+0%$2.1M$2.0M-$140.8K2026-11-06
Aspiriant, LLC
DECREASED3,0363,063-27-1%$2.2M$2.0M-$160.6K2026-10-16
StoneX Group Inc.
INCREASED2,9941,605+1,389+87%$1.1M$2.0M+$880.2K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED2,9833,006-23-1%$2.1M$2.0M-$155.2K2026-11-04
Integrity Alliance, Llc.
DECREASED2,9803,872-892-23%$2.7M$2.0M-$766.3K2026-10-29
Thrivent Financial for Lutherans
INCREASED2,9552,051+904+44%$1.4M$1.9K-$1.4M2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED2,9532,95300%$2.1M$1.9M-$137.7K2026-10-28
GenTrust, LLC
INCREASED2,9152,914+1+0%$2.1M$1.9M-$135.9K2026-11-06
Providence First Trust Co
DECREASED2,8944,114-1,220-30%$2.9M$1.9M-$993.0K2026-11-02
Carolina Wealth Management Inc
UNCHANGED2,8882,88800%$2.0M$1.9M-$134.7K2026-10-29
Coyle Financial Counsel LLC
INCREASED2,8662,773+93+3%$2.0M$1.9M-$68.2K2026-10-28
Integrated Advisors Network LLC
UNCHANGED2,8102,81000%$2.0M$1.8M-$131.0K2026-10-20
Obermeyer Wealth Partners
DECREASED2,7972,808-110%$2.0M$1.8M-$138.2K2026-10-21
Hardy Reed LLC
UNCHANGED2,7752,77500%$2.0M$1.8M-$129.4K2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED2,7732,786-130%$2.0M$1.8M-$138.7K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED2,7382,525+213+8%$1.8M$1.8M+$22.2K2026-10-23
Marble Harbor Investment Counsel, LLC
UNCHANGED2,7002,70000%$1.9M$1.8M-$125.9K2026-11-06
TruNorth Capital Management, LLC
UNCHANGED2,6982,69800%$1.9M$1.8M-$125.8K2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED2,6702,705-35-1%$1.9M$1.8M-$149.1K2026-10-14
Advus Financial Partners, LLC
DECREASED2,6662,730-64-2%$1.9M$1.8M-$174.0K2026-10-20
Patriot Investment Management Group, Inc.
UNCHANGED2,6062,60600%$1.8M$1.7M-$121.5K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED2,5781,966+612+31%$1.4M$1.7M+$321.3K2026-10-13
Farmers & Merchants Trust Co of Long Beach
UNCHANGED2,5162,51600%$1.8M$1.7M-$117.3K2026-10-22
Accredited Investors Inc.
UNCHANGED2,4972,49700%$1.8M$1.6M-$116.4K2026-11-03
Tctc Holdings, LLC
INCREASED2,4922,127+365+17%$1.5M$1.6M+$140.5K2026-11-02
Ullmann Wealth Partners Group, LLC
UNCHANGED2,4892,48900%$1.8M$1.6M-$116.0K2026-11-02
CX Institutional
INCREASED2,4722,285+187+8%$1.6K$1.6K+$172026-10-02
Trust Co of Vermont
UNCHANGED2,4662,46600%$1.7M$1.6M-$115.0K2026-10-21
Semitam Bonam LLC
DECREASED2,4622,484-22-1%$1.7M$1.6M-$130.4K2026-10-27
First Financial Corp
UNCHANGED2,4532,45300%$1.7M$1.6M-$114.4K2026-10-13
XML Financial, LLC
DECREASED2,4482,504-56-2%$1.8M$1.6M-$153.5K2026-10-29
Berman McAleer LLC
UNCHANGED2,4352,43500%$1.7M$1.6M-$113.5K2026-10-16
Focus Financial Network, Inc.
DECREASED2,4292,445-16-1%$1.7M$1.6M-$124.2K2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED2,4262,460-34-1%$1.7M$1.6M-$137.0K2026-10-13
Zions Bancorporation, National Association
UNCHANGED2,4202,42000%$1.7M$1.6M-$112.8K2026-11-06
ARK & TLK Investments, LLC
DECREASED2,4172,617-200-8%$1.8M$1.6M-$253.4K2026-10-20
Meridian Financial Advisors, LLC
DECREASED2,3972,622-225-9%$1.8M$1.6M-$270.0K2026-10-14
Moors & Cabot, Inc.
INCREASED2,3752,205+170+8%$1.6M$1.6M+$8.9K2026-11-06
Capital Investment Counsel, LLC
UNCHANGED2,3592,35900%$1.7M$1.5M-$110.0K2026-10-14
Revolve Wealth Partners, LLC
DECREASED2,3543,649-1,295-35%$2.6M$1.5M-$1.0M2026-10-23
Virtue Asset Management LLC
UNCHANGED2,3472,34700%$1.7M$1.5M-$109.4K2026-10-21
Berkshire Money Management, Inc.
NEW2,341—+2,341——$1.5M—2026-10-21
Cornerstone Wealth Management, LLC
DECREASED2,3412,345-40%$1.6M$1.5M-$111.9K2026-11-04
Journey Advisory Group, LLC
UNCHANGED2,3282,32800%$1.6M$1.5M-$108.6K2026-11-04
Alpha Wealth Funds, LLC
DECREASED2,3202,334-14-1%$1.6M$1.5M-$118.0K2026-11-05
Vise Technologies, Inc.
DECREASED2,3062,507-201-8%$1.8M$1.5M-$249.0K2026-10-29
Montecito Bank & Trust
DECREASED2,2942,304-100%$1.6M$1.5M-$114.0K2026-10-01
Peterson Wealth Services
INCREASED2,2822,081+201+10%$1.5M$1.5M+$35.1K2026-10-26
Certified Advisory Corp
INCREASED2,2591,519+740+49%$1.1M$1.5M+$415.3K2026-10-29
Tompkins Financial Corp
UNCHANGED2,2392,23900%$1.6M$1.5M-$104.4K2026-10-05
American Capital Advisory, LLC
DECREASED2,2202,275-55-2%$1.6M$1.5M-$142.2K2026-10-28
Peterson Wealth Management
DECREASED2,2182,499-281-11%$1.8M$1.5M-$301.4K2026-11-06
Bedminster, LLC
DECREASED2,2102,238-28-1%$1.6M$1.5M-$122.7K2026-11-04
Lyell Wealth Management, LP
INCREASED2,1581,858+300+16%$1.3M$1.4M+$110.4K2026-10-30
Beaumont Financial Advisors, LLC
DECREASED2,1572,181-24-1%$1.5M$1.4M-$117.4K2026-10-22
Evanson Financial, LLC
DECREASED2,1562,237-81-4%$1.6M$1.4M-$157.6K2026-10-23
Gamma Investing LLC
UNCHANGED2,1512,15100%$1.5M$1.4M-$100.3K2026-10-08
Rockland Trust Co
UNCHANGED2,1092,10900%$1.5M$1.4M-$98.3K2026-10-05
Florida Trust Wealth Management Co
INCREASED2,1071,910+197+10%$1.3M$1.4M+$40.3K2026-11-05
Sentinel Trust Co LBA
DECREASED2,1012,104-30%$1.5K$1.4K-$1002026-11-03
Compass Wealth Management LLC
DECREASED2,0982,163-65-3%$1.5M$1.4M-$143.5K2026-10-22
Emprise Bank
UNCHANGED2,0962,09600%$1.5M$1.4M-$97.7K2026-10-07
Golden State Wealth Management, LLC
DECREASED2,0892,100-11-1%$1.5M$1.4M-$105.1K2026-11-02
Axxcess Wealth Management, LLC
DECREASED2,0782,901-823-28%$2.0M$1.4M-$675.9K2026-10-21
Global Wealth Strategies & Associates
UNCHANGED2,0652,06500%$1.5M$1.4M-$96.3K2026-10-02
Sunbeam Capital Management, LLC
UNCHANGED2,0632,06300%$1.5M$1.4M-$96.2K2026-11-05
Kennebec Savings Bank
DECREASED2,0492,113-64-3%$1.5M$1.3M-$140.6K2026-10-22
Rise Advisors, LLC
INCREASED2,0382,011+27+1%$1.4M$1.3M-$75.9K2026-10-16
JFS Wealth Advisors, LLC
DECREASED2,0262,043-17-1%$1.4M$1.3M-$106.4K2026-11-03
Bill Few Associates, Inc.
DECREASED2,0232,025-20%$1.4M$1.3M-$95.7K2026-10-09
Bear Mountain Capital, Inc.
UNCHANGED2,0192,01900%$1.4M$1.3M-$59.2K2026-11-04
Orgel Wealth Management, LLC
DECREASED2,0172,050-33-2%$1.4M$1.3M-$117.3K2026-10-14
Polaris Financial Partners
NEW2,006—+2,006——$183—2026-10-02
Arthur M. Cohen & Associates, LLC
INCREASED1,9951,994+1+0%$1.4M$1.3M-$92.2K2026-10-26
FF Advisors,LLC
UNCHANGED1,9841,98400%$1.4M$1.3M-$92.5K2026-10-21
TopTier Wealth Management, LLC
DECREASED1,9701,977-70%$1.4M$1.3M-$97.0K2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED1,9661,96600%$1.4M$1.3M-$91.7K2026-11-05
Triumph Capital Management
INCREASED1,9631,907+56+3%$1.3M$1.3M-$51.8K2026-10-14
First City Capital Management, Inc.
INCREASED1,9591,957+2+0%$1.4M$1.3M-$89.9K2026-10-27
GEM Asset Management, LLC
INCREASED1,9581,741+217+12%$1.2M$1.3M+$61.1K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED1,9361,879+57+3%$1.3M$1.3M-$50.2K2026-10-27
Frank, Rimerman Advisors LLC
INCREASED1,9351,934+1+0%$1.4M$1.3M-$90.2K2026-10-16
Wedbush Securities Inc
DECREASED1,9322,445-513-21%$1.7M$1.3K-$1.7M2026-10-22
Aprio Wealth Management, LLC
DECREASED1,9292,635-706-27%$1.9M$1.3M-$586.5K2026-10-28
Fiduciary Alliance LLC
DECREASED1,9172,036-119-6%$1.4M$1.3M-$173.3K2026-10-13
Fiera Capital Corp
UNCHANGED1,9131,91300%$1.3M$1.3M-$89.2K2026-11-06
Taylor Financial Group, Inc.
INCREASED1,9031,883+20+1%$1.3M$1.2M-$74.7K2026-11-02
Maltin Wealth Management, Inc.
UNCHANGED1,8971,89700%$1.3M$1.2M-$88.4K2026-10-13
Private Wealth Group, LLC
UNCHANGED1,8871,88700%$1.3M$1.2M-$88.0K2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED1,8701,87000%$1.3M$1.2M-$87.2K2026-11-05
Forza Wealth Management, LLC
DECREASED1,8661,876-10-1%$1.3M$1.2M-$94.0K2026-10-20
Level Four Advisory Services, LLC
UNCHANGED1,8561,85600%$1.3M$1.2M-$86.5K2026-11-06
Brighton Jones LLC
INCREASED1,8551,759+96+5%$1.2M$1.2M-$19.2K2026-11-03
Blue Zone Wealth Advisors, LLC
UNCHANGED1,8401,84000%$1.3M$1.2M-$85.8K2026-10-19
Trek Financial, LLC
INCREASED1,8361,692+144+9%$1.2M$1.2M+$15.7K2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED1,8172,356-539-23%$1.7M$1.2M-$464.0K2026-10-20
VestGen Advisors, LLC
INCREASED1,8121,478+334+23%$1.0M$1.2M+$150.4K2026-10-27
Jordan Park Group LLC
INCREASED1,8081,664+144+9%$1.2M$1.2M+$17.0K2026-11-06
AlphaStar Capital Management, LLC
DECREASED1,8062,128-322-15%$1.5M$1.2M-$310.7K2026-10-16
Parsons Capital Management Inc
DECREASED1,8021,818-16-1%$1.3M$1.2M-$95.3K2026-10-28
Castle Rock Wealth Management, LLC
DECREASED1,8012,076-275-13%$1.4M$1.2M-$231.4K2026-10-09
Manchester Capital Management LLC
UNCHANGED1,7991,79900%$1.3M$1.2M-$83.9K2026-10-22
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,7961,79600%$1.3M$1.2M-$83.7K2026-10-21
E&G Advisors, LLC
DECREASED1,7801,860-80-4%$1.3M$1.2M-$139.3K2026-10-13
Aegis Wealth Management, Inc.
INCREASED1,7761,749+27+2%$1.2M$1.2M-$63.7K2026-10-26
Lynch & Associates
UNCHANGED1,7401,74000%$1.2M$1.1M-$81.1K2026-10-13
BigSur Wealth Management LLC
UNCHANGED1,7401,74000%$1.2M$1.1M-$81.3K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED1,7381,727+11+1%$1.2M$1.1M-$73.0K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED1,7051,795-90-5%$1.3M$1.1M-$142.8K2026-11-04
Middleton & Co Inc
UNCHANGED1,6911,69100%$1.2M$1.1M-$78.9K2026-10-23
SVB Wealth LLC
DECREASED1,6871,742-55-3%$1.2M$1.1M-$117.3K2026-11-06
SteelPeak Wealth, LLC
UNCHANGED1,6871,68700%$1.2M$1.1M-$78.8K2026-10-16
Park National Corp
DECREASED1,6841,738-54-3%$1.2M$1.1M-$116.5K2026-10-05
Darrow Company, Inc.
DECREASED1,6831,684-10%$1.2M$1.1M-$78.5K2026-10-22
Compound Planning, Inc.
INCREASED1,6711,648+23+1%$1.2M$1.1M-$62.1K2026-11-09
Hanson & Doremus Investment Management
UNCHANGED1,6651,66500%$1.2M$1.1K-$1.2M2026-10-16
Legacy Private Trust Co.
UNCHANGED1,6651,66500%$1.2M$1.1M-$77.6K2026-10-06
Tsfg, LLC
DECREASED1,6522,760-1,108-40%$1.9M$1.1K-$1.9M2026-10-23
Samalin Investment Counsel, LLC
INCREASED1,6501,608+42+3%$1.1M$1.1M-$47.0K2026-10-23
SAX Wealth Advisors, LLC
INCREASED1,6451,073+572+53%$661.8K$1.1M+$418.6K2026-10-13
Vaughan David Investments LLC
UNCHANGED1,6261,62600%$1.1M$1.1K-$1.1M2026-11-05
Braun Stacey Associates Inc
DECREASED1,6181,676-58-3%$1.2M$1.1M-$116.2K2026-10-19
Toth Financial Advisory Corp
DECREASED1,6044,183-2,579-62%$2.9M$1.1M-$1.9M2026-10-08
Cannon Capital Management, Inc.
DECREASED1,5911,653-62-4%$1.2M$1.0M-$118.3K2026-11-03
United Community Bank
DECREASED1,5771,582-50%$1.1M$1.0M-$77.1K2026-10-28
Beacon Financial Advisory LLC
INCREASED1,5641,562+2+0%$1.1M$1.0M-$71.4K2026-10-16
BLB&B Advisors, LLC
INCREASED1,5491,076+473+44%$756.8K$1.0M+$260.5K2026-10-27
Capital Advantage, Inc.
DECREASED1,5421,696-154-9%$1.2M$1.0M-$180.2K2026-10-14
RFG Advisory, LLC
DECREASED1,5311,887-356-19%$1.3M$1.0M-$322.1K2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED1,5301,695-165-10%$1.2M$1.0M-$159.3K2026-10-28
WealthSpring Partners, LLC
INCREASED1,5091,420+89+6%$998.6K$991.2K-$7.4K2026-10-14
Warner Financial, Inc
INCREASED1,5061,505+1+0%$1.1M$989.1K-$69.7K2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED1,4971,728-231-13%$1.2M$983.1K-$232.3K2026-10-14
Paragon Capital Management Ltd
DECREASED1,4861,511-25-2%$1.1M$975.9K-$86.9K2026-10-09
General Partner, Inc.
UNCHANGED1,4841,48400%$1.0M$974.6K-$69.2K2026-10-05
Gen-Wealth Partners Inc
DECREASED1,4721,507-35-2%$1.1M$966.7K-$93.3K2026-11-04
Apeiron RIA LLC
INCREASED1,4631,376+87+6%$967.5K$970.2K+$2.7K2026-10-08
3Edge Asset Management, LP
DECREASED1,4602,018-558-28%$1.4M$959.1K-$460.3K2026-10-30
Tritonpoint Wealth, LLC
DECREASED1,4401,457-17-1%$1.0M$945.7K-$79.1K2026-10-19
M. Kraus & Co
UNCHANGED1,4251,42500%$1.0M$935.8K-$66.4K2026-10-20
Quadrant Private Wealth Management, LLC
DECREASED1,4241,425-10%$1.0M$937.7K-$66.8K2026-11-04
Prosperity Planning, Inc.
INCREASED1,4061,404+2+0%$987.5K$923.3K-$64.2K2026-10-09
Leisure Capital Management
UNCHANGED1,4051,40500%$988.2K$922.7K-$65.5K2026-11-03
LAM Group, Inc.
UNCHANGED1,4001,40000%$984.7K$919.4K-$65.3K2026-10-26
Stablepoint Partners, LLC
INCREASED1,3991,059+340+32%$745.1K$919.0K+$173.9K2026-11-03
Elevation Wealth Partners, LLC
DECREASED1,3991,405-60%$988.3K$918.7K-$69.7K2026-10-07
Black Diamond Financial, LLC
UNCHANGED1,3961,39600%$981.9K$916.8K-$65.1K2026-10-26
Sawgrass Asset Management LLC
UNCHANGED1,3931,39300%$979.8K$914.8K-$65.0K2026-11-03
Pettinga Financial Advisors LLC
DECREASED1,3921,441-49-3%$1.0M$914.1K-$99.4K2026-10-13
Portside Wealth Group, LLC
INCREASED1,3861,263+123+10%$888.3K$910.2K+$21.9K2026-10-20
Andrews, Lucia Wealth Management LLC
UNCHANGED1,3831,38300%$972.7K$908.5K-$64.2K2026-11-02
IFP Advisors, Inc
DECREASED1,3721,602-230-14%$1.1M$901.0K-$225.7K2026-10-16
Davenport & Co LLC
INCREASED1,3721,283+89+7%$902.4K$901.0K-$1.4K2026-10-14
Hohimer Wealth Management, LLC
UNCHANGED1,3661,36600%$960.8K$897.1K-$63.7K2026-11-04
Ashford Advisors, LLC
UNCHANGED1,3611,36100%$959.6K$896.0K-$63.6K2026-11-02
Opulen Financial Group LLC
UNCHANGED1,3571,35700%$954.1K$891.4K-$62.8K2026-10-22
McGuire Investment Group, LLC
UNCHANGED1,3541,35400%$952.3K$889.2K-$63.1K2026-10-23
Avantax Planning Partners, Inc.
INCREASED1,3481,313+35+3%$923.5K$885.2K-$38.2K2026-11-03
BankPlus Trust Department
DECREASED1,3451,381-36-3%$971.3K$883.3K-$88.0K2026-11-06
Nwam LLC
DECREASED1,3271,445-118-8%$1.0M$871.3K-$145.3K2026-11-09
First National Trust Co
INCREASED1,312792+520+66%$557.0K$861.6K+$304.6K2026-10-28
Towne Trust Company, N.a
DECREASED1,3101,482-172-12%$1.0M$860.3K-$182.1K2026-10-28
Tennessee Valley Asset Management Partners
DECREASED1,3051,360-55-4%$956.2K$857.1K-$99.1K2026-11-03
D.A. Davidson & Co.
INCREASED1,3001,299+1+0%$914.1K$854.2K-$60.0K2026-10-28
Collaborative Capital Advisors LLC
UNCHANGED1,3001,30000%$916.6K$855.8K-$60.7K2026-11-06
Glenview Trust Co
INCREASED1,2911,241+50+4%$872.8K$847.8K-$25.0K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED1,2691,264+5+0%$889.2K$833.1K-$56.1K2026-10-13
TCI Wealth Advisors, Inc.
UNCHANGED1,2681,26800%$891.8K$832.7K-$59.1K2026-10-30
MontVue Capital Management, Inc.
UNCHANGED1,2681,26800%$891.8K$832.7K-$59.1K2026-10-19
Mirador Capital Partners LP
INCREASED1,2641,250+14+1%$879.5K$830.4K-$49.1K2026-10-09
Vestor Capital, LLC
DECREASED1,2632,500-1,237-49%$50$258+$2082026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED1,2591,416-157-11%$996.2K$827.0K-$169.1K2026-10-14
Renaissance Investment Group LLC
DECREASED1,2581,273-15-1%$895.4K$826.1K-$69.2K2026-10-28
Cypress Capital, LLC
DECREASED1,2331,314-81-6%$923.9K$809.4K-$114.5K2026-10-20
CGN Advisors LLC
DECREASED1,2081,225-17-1%$861.6K$793.3K-$68.3K2026-10-21
Heck Capital Advisors, LLC
NEW1,200—+1,200——$790.0K—2026-10-14
Harmony Asset Management LLC
DECREASED1,1951,320-125-9%$928.4K$784.8K-$143.6K2026-10-20
Mission Wealth Management, LP
DECREASED1,1901,257-67-5%$883.9K$781.3K-$102.6K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED1,1901,19000%$837.0K$781.5K-$55.5K2026-11-02
Marion Wealth Management
INCREASED1,1891,187+2+0%$834.5K$780.9K-$53.7K2026-10-22
Simon Quick Advisors, LLC
DECREASED1,1811,213-32-3%$853.1K$775.6K-$77.5K2026-10-26
Appleton Partners Inc
DECREASED1,1801,280-100-8%$900.0K$775-$899.2K2026-10-30
Aerodigm Wealth, LLC
UNCHANGED1,1781,17800%$828.5K$773.6K-$54.9K2026-10-16
Kaydan Wealth Management, Inc.
DECREASED1,1561,189-33-3%$836.3K$759.2K-$77.1K2026-10-08
Omega Financial Group, LLC
DECREASED1,1561,158-20%$814.3K$759.2K-$55.0K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED1,1521,15200%$810.2K$756.5K-$53.7K2026-10-27
AlphaCore Capital LLC
INCREASED1,1511,086+65+6%$763.6K$755.6K-$8.0K2026-11-04
FCG Investment Co
INCREASED1,1381,126+12+1%$792.0K$747.3K-$44.6K2026-10-13
New Hampshire Trust
UNCHANGED1,1341,13400%$797.6K$744.7K-$52.9K2026-10-20
CDM Financial Counseling Services, Inc.
DECREASED1,1311,141-10-1%$802.4K$742.7K-$59.7K2026-10-15
Single Point Partners, LLC
UNCHANGED1,1311,13100%$795.5K$742.7K-$52.7K2026-10-19
Forum Financial Management, LP
DECREASED1,1231,134-11-1%$797.9K$737.5K-$60.4K2026-10-16
15 Wealth Advisors LLC
NEW1,108—+1,108——$727.6K—2026-10-14
Summit Asset Management, LLC
UNCHANGED1,1081,10800%$779.3K$727.6K-$51.7K2026-11-05
River Street Advisors LLC
UNCHANGED1,0981,09800%$772.3K$721.1K-$51.2K2026-10-22
Fagan Associates, Inc.
INCREASED1,0961,078+18+2%$757.9K$719.5K-$38.4K2026-10-13
Carrera Capital Advisors
INCREASED1,0941,093+1+0%$770.5K$720.4K-$50.0K2026-11-03
Larson Financial Group LLC
INCREASED1,087637+450+71%$447.9K$714.1K+$266.1K2026-11-05
Jacksonville Wealth Management, LLC
DECREASED1,0811,086-50%$763.9K$710.1K-$53.7K2026-10-30
Howland Capital Management LLC
UNCHANGED1,0771,07700%$759.3K$709.0K-$50.3K2026-10-22
Lifestyle Asset Management, Inc.
INCREASED1,0661,007+59+6%$708.3K$700.1K-$8.2K2026-10-20
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,0641,06400%$748.4K$698.7K-$49.6K2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED1,0621,06200%$747.0K$697.5K-$49.5K2026-10-09
Simplicity Wealth,LLC
INCREASED1,061537+524+98%$377.8K$696.9K+$319.1K2026-10-23
Boyum Wealth Architects LLC
UNCHANGED1,0541,05400%$723.0K$705.8K-$17.2K2026-10-06
Royal Fund Management, LLC
DECREASED1,0501,059-9-1%$744.8K$689.5K-$55.3K2026-10-22
Daytona Street Capital LLC
UNCHANGED1,0501,05000%$724.8K$707.7K-$17.1K2026-10-15
Kanawha Capital Management LLC
DECREASED1,0471,061-14-1%$746.2K$687.6K-$58.7K2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,0361,035+1+0%$727.8K$680.3K-$47.5K2026-10-08
Grey Ledge Advisors, LLC
INCREASED1,0281,013+15+1%$712.6K$675.2K-$37.4K2026-11-02
Baxter Bros Inc
UNCHANGED1,0231,02300%$719.5K$671.8K-$47.7K2026-11-04
Venture Visionary Partners LLC
DECREASED1,0221,065-43-4%$749.2K$671.4K-$77.9K2026-10-07
Flagship Harbor Advisors, LLC
UNCHANGED1,0081,00800%$708.8K$662.0K-$46.8K2026-10-26
Valeo Financial Advisors, LLC
UNCHANGED1,0081,00800%$706.4K$663.3K-$43.1K2026-10-08
Nemes Rush Group LLC
INCREASED1,0051,003+2+0%$705.2K$659.9K-$45.3K2026-11-04
Grimes & Co Wealth Management, LLC
UNCHANGED1,0031,00300%$705.5K$658.4K-$47.0K2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED99499400%$699.1K$652.8K-$46.4K2026-10-07
Wealth Advisory Solutions, LLC
UNCHANGED99399300%$698.4K$652.1K-$46.3K2026-10-20
Seven Mile Advisory
UNCHANGED99299200%$699.4K$651.5K-$47.9K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED990975+15+2%$685.9K$650.2K-$35.7K2026-11-04
WBH Advisory Inc
INCREASED989988+1+0%$695.2K$649.4K-$45.8K2026-11-05
Tanager Wealth Management LLP
UNCHANGED98898800%$694.9K$648.8K-$46.1K2026-10-19
Diversified Enterprises, LLC
UNCHANGED98598500%$692.8K$646.9K-$45.9K2026-10-19
Livet Wealth, LLC
UNCHANGED97297200%$683.5K$638.3K-$45.2K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED969904+65+7%$635.8K$636.4K+$6072026-10-27
Spire Wealth Management
DECREASED9591,012-53-5%$711.5K$629.8K-$81.8K2026-10-30
M Holdings Securities, Inc.
NEW951—+951——$640—2026-11-03
Jnba Financial Advisors
INCREASED949878+71+8%$617.7K$623.4K+$5.7K2026-11-03
Almanack Investment Partners, Llc.
INCREASED943843+100+12%$592.9K$619.3K+$26.4K2026-11-03
Park Avenue Securities LLC
INCREASED940887+53+6%$624.0K$617-$623.4K2026-10-26
Shepherd Financial Partners LLC
INCREASED938936+2+0%$658.3K$616.0K-$42.3K2026-11-03
Bell Bank
DECREASED935940-5-1%$661.1K$614.0K-$47.1K2026-10-21
Northland Securities, Inc.
UNCHANGED92892800%$652.7K$609.4K-$43.3K2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED926912+14+2%$641.4K$608.1K-$33.3K2026-11-03
HCR Wealth Advisors
UNCHANGED92692600%$651.8K$608.7K-$43.1K2026-10-15
J.Safra Asset Management Corp
UNCHANGED92392300%$649.2K$606.1K-$43.0K2026-11-03
Trust Co of Toledo NA
UNCHANGED92092000%$647.1K$604.2K-$42.9K2026-10-16
Trillium Asset Management, LLC
UNCHANGED92092000%$647.1K$604.2K-$42.9K2026-11-09
SevenBridge Financial Group, LLC
UNCHANGED91791700%$650.3K$611.6K-$38.7K2026-10-26
Clear Trail Advisors, LLC
DECREASED913943-30-3%$663.3K$599.6K-$63.7K2026-10-20
First Premier Bank
UNCHANGED90290200%$634$592-$422026-10-13
Clear Creek Financial Management, LLC
DECREASED9011,065-164-15%$748.8K$591.5K-$157.4K2026-10-28
Eagle Strategies LLC
UNCHANGED90090000%$633.2K$591.3K-$41.9K2026-10-16
Chicago Capital, LLC
UNCHANGED89589500%$629.5K$587.8K-$41.7K2026-10-13
Creekside Partners
INCREASED889887+2+0%$623.9K$583.5K-$40.5K2026-11-04
Cullen T Bankers, Inc.
UNCHANGED88888800%$624.6K$583.2K-$41.4K2026-10-28
First Business Financial Services, Inc.
UNCHANGED88788700%$623.9K$582.5K-$41.4K2026-10-29
Flynn Zito Capital Management, LLC
UNCHANGED88088000%$618.8K$577.8K-$41.0K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED876853+23+3%$599.6K$575.3K-$24.3K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED875873+2+0%$614.3K$574.7K-$39.5K2026-10-21
Congress Asset Management Co
UNCHANGED87387300%$614.0K$573.3K-$40.7K2026-10-06
Huntleigh Advisors, Inc.
UNCHANGED87087000%$611.9K$571.3K-$40.6K2026-11-03
Leo Wealth, LLC
NEW866—+866——$568.6K—2026-10-26
Midland Wealth Advisors, LLC
INCREASED866813+53+7%$571.8K$568.7K-$3.1K2026-10-26
Rockline Wealth Management, LLC
INCREASED864852+12+1%$599.2K$567.4K-$31.8K2026-10-26
Ritholtz Wealth Management
INCREASED862772+90+12%$543.0K$566.1K+$23.1K2026-11-05
Indivisible Partners
INCREASED860357+503+141%$250.8K$564.8K+$313.9K2026-10-26
Avior Wealth Management, LLC
INCREASED858839+19+2%$589.8K$563.4K-$26.4K2026-10-13
Marquette Asset Management, LLC
INCREASED854800+54+7%$562.7K$560.8K-$1.8K2026-10-09
Duncker Streett & Co Inc
UNCHANGED84984900%$597.3K$557.7K-$39.6K2026-10-27
Stone Summit Wealth LLC
DECREASED846890-44-5%$626.0K$555.6K-$70.4K2026-10-14
Titleist Asset Management, LLC
DECREASED845897-52-6%$631.0K$555.1K-$75.9K2026-10-08
Platform Technology Partners
UNCHANGED84184100%$591.5K$552.3K-$39.2K2026-11-02
Montis Financial, LLC
UNCHANGED84084000%$590.9K$551.7K-$39.2K2026-11-04
Eagle Global Advisors LLC
UNCHANGED83883800%$589.4K$550.3K-$39.1K2026-11-02
DWR Wealth Management, LLC
UNCHANGED83683600%$583.5K$552.0K-$31.5K2026-10-13
Missouri Trust & Investment Co
UNCHANGED83683600%$573.8K$549.0K-$24.8K2026-11-04
CoreCap Advisors, LLC
INCREASED824788+36+5%$554.2K$541.1K-$13.1K2026-10-08
Long Road Investment Counsel, LLC
DECREASED8201,720-900-52%$1.2M$538.5K-$671.2K2026-11-04
Investment Partners, Ltd.
INCREASED818424+394+93%$298.2K$537.2K+$239.0K2026-10-29
Tanglewood Wealth Management, Inc.
NEW813—+813——$534.2K—2026-10-23
Tucker Asset Management LLC
INCREASED811356+455+128%$250.4K$532.8K+$282.4K2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED810989-179-18%$695.6K$531.9K-$163.7K2026-11-04
Parcion Private Wealth LLC
DECREASED810813-30%$571.8K$531.9K-$39.9K2026-10-28
Sunpointe, LLC
DECREASED803828-25-3%$582.5K$527.5K-$55.0K2026-10-22
Cohen Klingenstein LLC
UNCHANGED80080000%$562.7K$525.4K-$37.3K2026-10-15
Roof Eidam Maycock Peralta, LLC
UNCHANGED79879800%$561.3K$524.1K-$37.2K2026-10-15
Henderson Brothers Financial Partners, LLC
UNCHANGED79679600%$559.9K$522.7K-$37.1K2026-11-03
HBK Sorce Advisory LLC
DECREASED795818-23-3%$574.4K$519.9K-$54.5K2026-11-06
Verdence Capital Advisors LLC
UNCHANGED79379300%$557.7K$521.1K-$36.6K2026-10-26
Delta Financial Advisors LLC
NEW791—+791——$519.5K—2026-10-27
Washington Trust Bank
UNCHANGED79079000%$555.6K$518.8K-$36.8K2026-11-03
Apollon Financial, LLC
UNCHANGED78178100%$549.6K$513.2K-$36.4K2026-10-23
Summit Place Financial Advisors, LLC
UNCHANGED78078000%$548.6K$512.2K-$36.4K2026-10-23
Deltec Asset Management LLC
UNCHANGED78078000%$548.6K$512.2K-$36.4K2026-10-26
Gateway Investment Advisers LLC
NEW773—+773——$507.6K—2026-10-13
OpenArc Corporate Advisory, LLC
UNCHANGED77377300%$543.7K$507.6K-$36.0K2026-10-21
Seelaus Asset Management LLC
DECREASED767814-47-6%$572.5K$503.7K-$68.8K2026-10-14
Tower View Wealth Management LLC
DECREASED764949-185-19%$667.2K$501.4K-$165.8K2026-10-23
Harbor Group, Inc.
UNCHANGED76176100%$534.9K$499.6K-$35.3K2026-10-14
TMB Capital Partners, LLC
INCREASED756754+2+0%$530.2K$496.2K-$33.9K2026-10-20
Wedmont Private Capital
INCREASED754566+188+33%$390.4K$502.5K+$112.2K2026-10-09
LS Investment Advisors, LLC
DECREASED748753-5-1%$529.6K$491.2K-$38.4K2026-10-13
Measured Risk Portfolios, Inc.
INCREASED746741+5+1%$521.2K$490.0K-$31.1K2026-10-21
Robertson Stephens Wealth Management, LLC
UNCHANGED74174100%$522.4K$487.8K-$34.6K2026-10-16
Isthmus Partners, LLC
UNCHANGED73373300%$515.5K$481.4K-$34.2K2026-10-21
LEE Danner & Bass Inc
UNCHANGED73373300%$515.5K$481.4K-$34.2K2026-10-27
Russell Investments Group, Ltd.
INCREASED728227+501+221%$160.0K$477.9K+$317.9K2026-11-06
Pioneer Trust Bank N A
UNCHANGED72872800%$512.0K$478.1K-$33.9K2026-11-06
Compass Planning Associates Inc
INCREASED727725+2+0%$510.0K$477.3K-$32.6K2026-10-13
Diesslin Group, Inc.
INCREASED722720+2+0%$506.4K$474.0K-$32.4K2026-10-14
Wagner Wealth Management, LLC
UNCHANGED72272200%$507.8K$474.1K-$33.7K2026-10-21
First American Bank
NEW717—+717——$470.9K—2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED71771700%$505$471-$342026-10-27
marrick wealth, LLC
UNCHANGED71571500%$502.9K$469.5K-$33.3K2026-10-20
Lawood & Co
UNCHANGED71071000%$499.4K$466.3K-$33.1K2026-10-09
Tred Avon Family Wealth, LLC
UNCHANGED70770700%$497.3K$464.3K-$33.0K2026-10-20
Hickory Point Bank & Trust
UNCHANGED70370300%$494.4K$461.7K-$32.8K2026-10-01
Arwa LLC
UNCHANGED70270200%$486.4K$469.0K-$17.5K2026-10-21
Neumann Capital Management, LLC
NEW700—+700——$459.7K—2026-10-15
Coquina Private Wealth LLC
DECREASED699706-7-1%$496.6K$459.0K-$37.5K2026-10-27
Catalyst Financial Partners LLC
UNCHANGED69969900%$491.6K$459.0K-$32.6K2026-11-06
WealthPLAN Partners, LLC
UNCHANGED69869800%$490.9K$458.4K-$32.5K2026-10-15
Watershed Private Wealth LLC
DECREASED694699-5-1%$491.6K$455.8K-$35.9K2026-10-30
InTrack Investment Management Inc
UNCHANGED69269200%$486.5K$454.2K-$32.3K2026-10-15
Steinberganna Wealth Management
INCREASED691690+1+0%$485.1K$454.1K-$31.1K2026-10-23
Keudell ison Wealth Management
DECREASED690692-20%$486.7K$453.1K-$33.6K2026-10-16
Heartwood Wealth Advisors LLC
UNCHANGED68868800%$483.9K$451.8K-$32.1K2026-10-05
Bedel Financial Consulting, Inc.
UNCHANGED68768700%$483.2K$451.2K-$32.0K2026-11-06
Founders Grove Wealth Partners, LLC
DECREASED681704-23-3%$495.2K$447.2K-$47.9K2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED68168100%$479.0K$447.2K-$31.8K2026-10-21
BIP Wealth, LLC
DECREASED674751-77-10%$528.3K$442.6K-$85.7K2026-10-22
CRA Financial Services, LLC
DECREASED674686-12-2%$482.5K$442.6K-$39.9K2026-10-16
Carret Asset Management, LLC
DECREASED670675-5-1%$474.8K$440.0K-$34.8K2026-11-04
Selby Wealth Management, LLC
DECREASED666674-8-1%$474.2K$437.1K-$37.1K2026-10-16
Wealth Architects, LLC
UNCHANGED66666600%$468.4K$437.4K-$31.1K2026-11-03
Contravisory Investment Management, Inc.
DECREASED661903-242-27%$635.4K$434.1K-$201.4K2026-10-13
Assetmark, Inc
INCREASED661634+27+4%$445.9K$434.1K-$11.8K2026-10-21
Sigma Investment Counselors Inc
DECREASED659704-45-6%$495.2K$432.8K-$62.4K2026-10-27
Wilkins Investment Counsel Inc
UNCHANGED65065000%$457.2K$426.9K-$30.3K2026-11-03
Clearwater Capital Advisors, LLC
DECREASED637662-25-4%$465.6K$418.3K-$47.3K2026-11-06
Geneva Partners, LLC
INCREASED633601+32+5%$423.0K$415.6K-$7.4K2026-10-26
Ayrshire Capital Management LLC
DECREASED632642-10-2%$451.5K$415.0K-$36.5K2026-10-20
Cypress Wealth Services, LLC
UNCHANGED62662600%$440.3K$422.6K-$17.7K2026-10-21
Financial Council, LLC
INCREASED621525+96+18%$369.3K$407.8K+$38.6K2026-11-02
Avity Investment Management Inc.
DECREASED621636-15-2%$447.3K$407.8K-$39.5K2026-10-09
Blue Trust, Inc.
INCREASED620511+109+21%$359.4K$406.9K+$47.4K2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED61861800%$434.7K$405.8K-$28.8K2026-10-29
SYM Financial Corp
UNCHANGED61861800%$434.7K$405.8K-$28.8K2026-10-26
Cortland Associates Inc
DECREASED617621-4-1%$437.0K$405.0K-$32.0K2026-10-29
HUB Investment Partners, LLC
DECREASED613618-5-1%$434.6K$402.7K-$31.9K2026-11-03
Mlp3, LLC
DECREASED600624-24-4%$438.8K$393.8K-$45.0K2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED60060000%$422.0K$394.0K-$28.0K2026-10-22
TriaGen Wealth Management LLC
UNCHANGED60060000%$422.0K$394.0K-$28.0K2026-10-14
Summa Corp.
UNCHANGED60060000%$422.0K$394.0K-$28.0K2026-10-30
PFG Advisors
DECREASED596599-30%$421.5K$391.2K-$30.3K2026-10-16
Commonwealth Financial Services, LLC
DECREASED595674-79-12%$474.1K$390.7K-$83.3K2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED593683-90-13%$480.1K$389.2K-$90.9K2026-10-15
Howard Capital Management Group, LLC
DECREASED590615-25-4%$432.6K$387.5K-$45.1K2026-10-16
Ellerson Group Inc
DECREASED586711-125-18%$500.1K$396.3K-$103.8K2026-11-04
Redw Wealth LLC
INCREASED586584+2+0%$410.9K$384.6K-$26.3K2026-11-02
Amplius Wealth Advisors, LLC
DECREASED583633-50-8%$445.2K$382.9K-$62.4K2026-10-20
Norden Group LLC
INCREASED583576+7+1%$405.1K$382.9K-$22.3K2026-10-20
Parallel Advisors, LLC
DECREASED583587-4-1%$412.9K$383.0K-$29.9K2026-11-03
Institute for Wealth Management, Llc.
INCREASED580579+1+0%$407.3K$380.7K-$26.6K2026-11-06
Claro Advisors Inc.
UNCHANGED57857800%$406.5K$379.6K-$27.0K2026-11-02
Heritage Investment Group, Inc.
UNCHANGED57557500%$404.4K$377.6K-$26.8K2026-11-03
Patton Albertson Miller Group, LLC
UNCHANGED57557500%$404.4K$377.6K-$26.8K2026-10-26
Canvas Wealth Advisors, LLC
DECREASED574878-304-35%$617.5K$388.5K-$229.0K2026-11-02
Asset Dedication, LLC
UNCHANGED57257200%$402.3K$375.6K-$26.7K2026-11-03
GC Wealth Management RIA, LLC
UNCHANGED57057000%$400.9K$374.3K-$26.6K2026-11-02
Ledyard National Bank
UNCHANGED56956900%$400.2K$373.7K-$26.5K2026-10-21
Guyasuta Investment Advisors Inc
UNCHANGED56756700%$398.7K$372.2K-$26.4K2026-10-15
Well Done, LLC
UNCHANGED56556500%$397.4K$371.0K-$26.3K2026-10-20
Ellis Investment Partners, LLC
INCREASED562561+1+0%$395.3K$369.3K-$26.0K2026-10-21
NWF Advisory Services Inc.
UNCHANGED56256200%$395.3K$369.1K-$26.2K2026-10-19
Gainline Financial Partners, LLC
INCREASED560559+1+0%$393.1K$367.9K-$25.2K2026-10-15
WP Advisors, LLC
INCREASED557556+1+0%$391.1K$366.1K-$25.0K2026-10-22
High Net Worth Advisory Group LLC
UNCHANGED55755700%$391.8K$365.8K-$26.0K2026-10-26
UMB Bank, n.a.
UNCHANGED55755700%$391.8K$365.8K-$26.0K2026-11-06
Legacy Financial Strategies, LLC
UNCHANGED55755700%$391.8K$365.8K-$26.0K2026-10-15
Trail Ridge Investment Advisors, LLC
UNCHANGED55655600%$391.1K$365.1K-$25.9K2026-10-16
TritonPoint Partners, LLC
DECREASED5541,457-903-62%$1.0M$364.8K-$662.5K2026-11-05
Blackston Financial Advisory Group, LLC
DECREASED554666-112-17%$468.4K$363.8K-$104.6K2026-11-04
Stanich Group LLC
UNCHANGED55355300%$389.0K$363.2K-$25.7K2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED55055000%$386.8K$361.2K-$25.6K2026-11-02
Optivise Advisory Services LLC
DECREASED549564-15-3%$396.7K$360.5K-$36.2K2026-10-19
Fisher Asset Management, LLC
DECREASED542726-184-25%$511.2K$356.0K-$155.2K2026-11-06
Chatham Capital Group, Inc.
NEW541—+541——$355.0K—2026-10-16
BlueChip Wealth Advisors LLC
INCREASED538308+230+75%$216.6K$353.3K+$136.7K2026-11-03
Anchor Capital Advisors LLC
DECREASED533546-13-2%$384.3K$350.0K-$34.2K2026-11-05
XY Planning Network, Inc.
UNCHANGED53353300%$374.9K$350.0K-$24.9K2026-10-14
Visionary Wealth Advisors
UNCHANGED53053000%$372.5K$347.9K-$24.6K2026-11-04
Chris Bulman Inc
UNCHANGED52452400%$368.6K$344.1K-$24.4K2026-10-20
J. Team Financial, Inc.
INCREASED523518+5+1%$364.9K$343.5K-$21.4K2026-11-03
Tarbox Family Office, Inc.
UNCHANGED52252200%$367.1K$342.8K-$24.3K2026-10-23
NBH Bank
UNCHANGED52152100%$366.4K$342.1K-$24.3K2026-11-05
Redwood Park Advisors LLC
INCREASED517516+1+0%$362.7K$339.3K-$23.4K2026-11-02
First Heartland Consultants, Inc.
INCREASED516379+137+36%$266.6K$338.9K+$72.3K2026-10-08
S.A. Mason LLC
UNCHANGED51651600%$362.9K$338.9K-$24.1K2026-10-13
Guidance Point Advisors, LLC
UNCHANGED51551500%$364.0K$340.2K-$23.8K2026-10-15
Basso Capital Management, L.P.
NEW511—+511——$335.6K—2026-10-30
Strategic Advisors LLC
UNCHANGED51151100%$359.4K$335.6K-$23.8K2026-10-13
Shaker Investments LLC
INCREASED503502+1+0%$353.0K$330.2K-$22.9K2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED50050000%$351.7K$328.4K-$23.3K2026-11-03
MBL Wealth, LLC
UNCHANGED50050000%$351.7K$328.4K-$23.3K2026-10-22
Altfest L J & Co Inc
UNCHANGED49949900%$351.2K$327.9K-$23.3K2026-10-27
Northeast Investment Management
UNCHANGED49749700%$349.6K$326.4K-$23.2K2026-10-30
Berkeley, Inc
UNCHANGED48948900%$343.9K$321.1K-$22.8K2026-10-20
Provenance Wealth Advisors, LLC
NEW488—+488——$320.5K—2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED48848800%$343.2K$320.5K-$22.8K2026-10-14
Gladwyn Financial Advisors, Inc.
INCREASED486477+9+2%$335.4K$319.2K-$16.2K2026-10-05
Bfsg, LLC
UNCHANGED48548500%$341.1K$318.5K-$22.6K2026-10-30
Accurate Wealth Management, LLC
DECREASED483494-11-2%$341.1K$322.7K-$18.4K2026-10-20
Heritage Wealth Management, Inc.
INCREASED482481+1+0%$338.6K$316.3K-$22.3K2026-10-28
Camden National Bank
DECREASED479516-37-7%$362.9K$314.6K-$48.4K2026-11-02
Allspring Global Investments Holdings, LLC
NEW477—+477——$316.6K—2026-11-04
Friday Financial
UNCHANGED47747700%$328.2K$316.4K-$11.8K2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED47647600%$334.8K$312.6K-$22.2K2026-10-15
Birch Hill Investment Advisors LLC
UNCHANGED47547500%$334.1K$311.9K-$22.1K2026-10-16
Councilor Wealth, LLC
DECREASED474487-13-3%$342.5K$311.3K-$31.2K2026-10-09
Adkins Seale Capital Management LLC
INCREASED473458+15+3%$322.1K$310.6K-$11.5K2026-10-27
Gould Asset Management LLC
DECREASED4712,766-2,295-83%$1.9M$309.3K-$1.6M2026-11-06
Nations Financial Group Inc,
DECREASED470505-35-7%$355.3K$308.8K-$46.5K2026-11-05
Bensler, LLC
INCREASED470469+1+0%$329.6K$308.5K-$21.1K2026-11-05
Lesa Sroufe & Co
UNCHANGED47047000%$331.0K$309-$330.7K2026-10-29
Index Fund Advisors, Inc.
UNCHANGED46946900%$329.9K$308.0K-$21.9K2026-11-05
PDS Planning, Inc
UNCHANGED46846800%$329.2K$307.3K-$21.8K2026-11-03
Root Financial Partners, LLC
UNCHANGED46546500%$326.9K$305.2K-$21.7K2026-10-21
Advisortrust Partners, LLC
DECREASED464496-32-6%$348.9K$304.7K-$44.1K2026-11-02
Aspen Investment Management Inc
UNCHANGED46346300%$326$304-$222026-11-05
Ballast Rock Private Wealth LLC
INCREASED462461+1+0%$325.1K$303.9K-$21.2K2026-10-26
O'Brien Greene & Co. Inc
UNCHANGED46046000%$323.5K$302.1K-$21.4K2026-11-05
Ticino Wealth
UNCHANGED46046000%$323.5K$302.1K-$21.4K2026-10-13
Mather Group, Llc.
INCREASED458437+21+5%$307.0K$300.4K-$6.6K2026-10-14
Sapient Capital LLC
UNCHANGED45745700%$322.2K$300.8K-$21.4K2026-10-08
Evergreen Capital Management LLC
UNCHANGED45745700%$322.3K$301.0K-$21.2K2026-10-23
Sound Portfolio Advisors, LLC
UNCHANGED45645600%$320.7K$299.5K-$21.3K2026-11-05
Global Assets Advisory, LLC
UNCHANGED45545500%$318.4K$307.2K-$11.2K2026-10-28
Milestone Asset Management Group, LLC
INCREASED451403+48+12%$283.1K$295.9K+$12.7K2026-10-20
Entrust Financial LLC
INCREASED451450+1+0%$316.7K$295.9K-$20.9K2026-11-04
Gibson Capital, LLC
NEW450—+450——$295.5K—2026-10-23
American National Bank of Texas
UNCHANGED45045000%$316.5K$295.5K-$21.0K2026-10-07
Financial Counselors Inc
UNCHANGED45045000%$316.5K$295.5K-$21.0K2026-10-22
Alkeme Wealth, LLC
UNCHANGED45045000%$316.5K$295.5K-$21.0K2026-10-08
Fermata Advisors, LLC
INCREASED449448+1+0%$314.9K$294.7K-$20.2K2026-10-13
Financial Partners Group, Inc
UNCHANGED44844800%$315.1K$294.2K-$20.9K2026-10-19
Guild Investment Management, Inc.
INCREASED447340+107+31%$239.1K$293.5K+$54.4K2026-11-03
Charles Schwab Trust Co
NEW446—+446——$292.9K—2026-10-15
Inspirion Wealth Advisors, LLC
UNCHANGED44544500%$310.2K$292.2K-$18.0K2026-10-09
JSF Financial, LLC
DECREASED444450-6-1%$316.3K$291.6K-$24.7K2026-10-22
Aquire Wealth Advisors, LLC
DECREASED444446-20%$313.7K$291.6K-$22.1K2026-10-23
Waters Parkerson & Co., LLC
UNCHANGED44244200%$310.9K$290.3K-$20.6K2026-11-04
Saxon Interests, Inc.
DECREASED4402,329-1,889-81%$1.6M$289.0K-$1.3M2026-10-26
Essex Bank
DECREASED439467-28-6%$328.5K$288.3K-$40.2K2026-10-16
Signaturefd, LLC
UNCHANGED43643600%$306.7K$286.4K-$20.3K2026-10-23
Smithbridge Asset Management Inc
UNCHANGED43543500%$306.0K$285.7K-$20.3K2026-10-19
Allegheny Financial Group
DECREASED433452-19-4%$318.4K$284.4K-$34.0K2026-11-05
WealthPlan Investment Management, LLC
DECREASED432463-31-7%$325.9K$284.0K-$41.9K2026-10-15
Rose Capital Advisors LLC
NEW431—+431——$283.0K—2026-11-04
Capital Asset Advisory Services LLC
DECREASED431570-139-24%$400.6K$286.0K-$114.7K2026-10-30
Symphony Financial, Ltd. Co.
INCREASED431430+1+0%$300.1K$284.3K-$15.8K2026-10-22
William Mack & Associates, Inc.
UNCHANGED43143100%$303.1K$283.0K-$20.1K2026-10-27
DecisionPoint Financial, LLC
NEW430—+430——$285.3K—2026-10-27
Donaldson Capital Management, LLC
INCREASED430426+4+1%$299.9K$282.4K-$17.4K2026-11-09
VAN Strum & Towne Inc.
UNCHANGED43043000%$302.4K$282.4K-$20.1K2026-11-06
Tranquility Partners, LLC
DECREASED428443-15-3%$311.6K$281.1K-$30.5K2026-10-20
Investment Advisory Services Inc
DECREASED426460-34-7%$323.5K$279.4K-$44.1K2026-10-27
Aldebaran Financial Inc.
INCREASED425290+135+47%$204.0K$279.1K+$75.1K2026-11-06
First Nebraska Trust Co
UNCHANGED42542500%$298.9K$279.1K-$19.8K2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED42242200%$296.8K$277.1K-$19.7K2026-10-27
Excalibur Management Corp
UNCHANGED42142100%$296.1K$276.5K-$19.6K2026-11-02
Boston Trust Walden Corp
UNCHANGED42042000%$295.4K$275.8K-$19.6K2026-10-30
Noesis Capital Mangement Corp
INCREASED419380+39+10%$267.3K$275.3K+$8.0K2026-10-26
Powerhouse Assets LLC
INCREASED419418+1+0%$294.2K$275.0K-$19.3K2026-10-19
Unified Investment Management
UNCHANGED41941900%$294.7K$275.2K-$19.5K2026-10-14
Progressive Investment Management Corp
UNCHANGED41641600%$292.6K$273.2K-$19.4K2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED414644-230-36%$453.0K$271.9K-$181.1K2026-10-23
BAR Harbor Wealth Management
UNCHANGED41441400%$291.2K$271.9K-$19.3K2026-10-21
Fulton Bank, N.A.
INCREASED413313+100+32%$220.1K$271.2K+$51.1K2026-10-14
Trust Co
UNCHANGED41141100%$289.1K$269.9K-$19.2K2026-10-09
Winebrenner Capital Management LLC
INCREASED410310+100+32%$218.0K$269.6K+$51.5K2026-10-07
Armstrong, Fleming & Moore, Inc
INCREASED409343+66+19%$241.2K$268.6K+$27.3K2026-10-28
Factor Wealth Management LTD
UNCHANGED40940900%$287.4K$268.3K-$19.1K2026-10-08
Innovative Wealth Building LLC
NEW408—+408——$272.1K—2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED407406+1+0%$211.1K$267-$210.8K2026-11-04
Hengehold Capital Management LLC
INCREASED406383+23+6%$269.3K$266.5K-$2.8K2026-10-16
Legacy Trust
DECREASED406411-5-1%$289.1K$271.6K-$17.5K2026-11-06
Sheets Smith Wealth Management
UNCHANGED40640600%$285.3K$266.4K-$18.9K2026-10-16
OxenFree Capital LLC
UNCHANGED40540500%$278.7K$273.4K-$5.3K2026-10-07
Members Wealth LLC
DECREASED402562-160-28%$395.5K$267.1K-$128.4K2026-10-20
LJI Wealth Management, LLC
INCREASED400300+100+33%$211.0K$262.7K+$51.7K2026-10-28
Warren Street Wealth Advisors, LLC
UNCHANGED40040000%$281.3K$262.7K-$18.7K2026-11-04
Alpha Zero LLC
UNCHANGED40040000%$277.2K$262.7K-$14.5K2026-11-06
Cordatus Wealth Management LLC
UNCHANGED40040000%$281.3K$262.7K-$18.7K2026-10-19
Rockwood Wealth Management, LLC
UNCHANGED40040000%$281.3K$262.7K-$18.7K2026-10-27
SkyOak Wealth, LLC
UNCHANGED40040000%$281.3K$262.7K-$18.7K2026-10-28
Lynx Investment Advisory
NEW397—+397——$260.7K—2026-10-27
S&A Financial Services, Inc.
INCREASED397396+1+0%$278.9K$261.0K-$17.8K2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED396395+1+0%$278.0K$260.2K-$17.8K2026-10-15
First Pacific Financial
INCREASED391390+1+0%$274.3K$256.7K-$17.6K2026-10-14
King Luther Capital Management Corp
UNCHANGED38838800%$272.9K$254.8K-$18.1K2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED38338300%$269.4K$251.5K-$17.9K2026-10-30
Creative Financial Designs Inc
INCREASED381377+4+1%$265.5K$249.9K-$15.6K2026-11-04
Foster Group, Inc.
UNCHANGED38138100%$268.0K$250.2K-$17.8K2026-10-13
Westside Investment Management, Inc.
UNCHANGED38038000%$267.3K$252.4K-$14.9K2026-11-02
Confluence Wealth Services, Inc.
UNCHANGED37737700%$265.2K$247.6K-$17.6K2026-11-05
Enclave Advisors LLC
INCREASED376366+10+3%$257.4K$247.2K-$10.2K2026-10-14
FSM Wealth Advisors, LLC
DECREASED375395-20-5%$277.8K$249.8K-$28.0K2026-10-27
Arjuna Capital
UNCHANGED37537500%$263.8K$246.3K-$17.5K2026-11-03
J. L. Bainbridge & Co., Inc.
UNCHANGED37537500%$263.8K$246.3K-$17.5K2026-10-20
Fulton Breakefield Broenniman LLC
UNCHANGED37437400%$263.0K$245.6K-$17.4K2026-11-03
Tactive Advisors, LLC
INCREASED373294+79+27%$206.8K$245.0K+$38.2K2026-10-08
Verum Partners LLC
UNCHANGED37137100%$260.9K$243.6K-$17.3K2026-10-21
Weaver Consulting Group
UNCHANGED37037000%$260.2K$243.1K-$17.1K2026-10-07
Jacobs & Co
UNCHANGED37037000%$260$242-$182026-10-09
Patten & Patten Inc
UNCHANGED37037000%$260.2K$243.0K-$17.3K2026-10-26
Lotus Asset Management LLC
UNCHANGED37037000%$260.2K$243.0K-$17.3K2026-10-14
Magnus Financial Group LLC
INCREASED368357+11+3%$251.4K$241.4K-$10.0K2026-10-21
Broadway Wealth Solutions, Inc.
DECREASED367427-60-14%$300.3K$241.0K-$59.3K2026-10-21
Copper Harbor Investment Advisors, LLC
INCREASED365364+1+0%$256.1K$239.6K-$16.5K2026-10-16
Quadrant Capital Group LLC
DECREASED364385-21-5%$270.9K$243.4K-$27.5K2026-10-20
Integrity Investment Advisors, LLC
NEW360—+360——$236.4K—2026-11-03
Wealthcare Capital Management LLC
DECREASED359519-160-31%$365.0K$235.8K-$129.3K2026-10-21
Forbes J M & Co LLP
UNCHANGED35835800%$251.8K$235.1K-$16.7K2026-10-16
Nordwand Advisors, LLC
UNCHANGED35735700%$251.1K$234.4K-$16.6K2026-11-05
First County Bank
UNCHANGED35535500%$249.7K$233.1K-$16.6K2026-10-13
Cynosure Group, LLC
UNCHANGED35335300%$248.3K$231.8K-$16.5K2026-11-03
Cadinha & Co LLC
UNCHANGED35335300%$248.3K$231.8K-$16.5K2026-10-22
Oarsman Capital, Inc.
UNCHANGED35235200%$247.6K$231.2K-$16.4K2026-11-05
CNB Bank
UNCHANGED35135100%$246.9K$230.5K-$16.4K2026-11-09
Silverlake Wealth Management LLC
UNCHANGED35035000%$246.2K$230.1K-$16.1K2026-10-21
Purkiss Capital Advisors LLC
UNCHANGED35035000%$246.2K$229.8K-$16.3K2026-11-06
Breakwater Investment Management
UNCHANGED34934900%$245.5K$229.2K-$16.3K2026-10-20
Great Waters Wealth Management
UNCHANGED34834800%$245.0K$228.8K-$16.2K2026-10-07
First Interstate Bank
UNCHANGED34634600%$243.4K$227.2K-$16.1K2026-10-23
Harbor Investment Advisory, LLC
DECREASED345355-10-3%$249.7K$226.6K-$23.1K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED343342+1+0%$240.9K$225.4K-$15.5K2026-10-29
Financial Futures Ltd Liability Co.
DECREASED342368-26-7%$259.1K$224.9K-$34.2K2026-10-13
Windsor Capital Management, LLC
INCREASED336335+1+0%$236.2K$220.6K-$15.6K2026-10-13
Plimoth Trust Co LLC
NEW335—+335——$220.0K—2026-10-26
Nichols & Pratt Advisers LLP
UNCHANGED33533500%$235.6K$222.2K-$13.4K2026-10-13
Occidental Asset Management, LLC
UNCHANGED33333300%$234.2K$218.7K-$15.5K2026-11-05
Silver Oak Advisory Group, Inc.
UNCHANGED33333300%$234.0K$218.7K-$15.3K2026-11-06
Thompson Davis & Co., Inc.
DECREASED332354-22-6%$249.0K$218.0K-$31.0K2026-11-05
First Bank & Trust
UNCHANGED33233200%$233.5K$218.0K-$15.5K2026-10-19
Marino, Stram & Associates LLC
UNCHANGED33133100%$232.5K$217.4K-$15.0K2026-10-22
IAG Wealth Partners, LLC
DECREASED329392-63-16%$275.7K$216.1K-$59.7K2026-11-06
Garrett Wealth Advisory Group, LLC
UNCHANGED32832800%$230.7K$215.4K-$15.3K2026-10-22
RAM Investment Partners, LLC
INCREASED327310+17+5%$218.4K$215.0K-$3.4K2026-10-21
Eagle Bluffs Wealth Management LLC
UNCHANGED32732700%$230.5K$215.3K-$15.3K2026-10-20
Wingate Wealth Advisors, Inc.
UNCHANGED32532500%$228.6K$213.6K-$14.9K2026-10-26
Integrated Wealth Management
UNCHANGED32532500%$228.6K$213.4K-$15.2K2026-10-19
Bank Pictet & Cie (Europe) AG
UNCHANGED32532500%$228.6K$213.4K-$15.2K2026-10-20
MRA Advisory Group
UNCHANGED32532500%$228.6K$213.4K-$15.2K2026-10-07
Crescent Grove Advisors, LLC
UNCHANGED32532500%$229.1K$214.0K-$15.2K2026-10-21
JB Capital LLC
UNCHANGED32432400%$227.6K$212.7K-$14.9K2026-10-19
Kelsey Financial, LLC
UNCHANGED32132100%$225.8K$210.8K-$15.0K2026-10-28
Financial & Tax Architects, LLC
DECREASED320334-14-4%$234.9K$210.1K-$24.8K2026-10-15
WD Rutherford LLC
NEW319—+319——$209.5K—2026-10-26
John G Ullman & Associates Inc
NEW319—+319——$209.5K—2026-11-04
Sherry Group, Inc.
DECREASED318340-22-6%$237.3K$208.8K-$28.5K2026-10-09
J. Safra Sarasin Holding AG
NEW317—+317——$208.2K—2026-10-26
Flagship Private Wealth, LLC
UNCHANGED31331300%$220.2K$205.6K-$14.5K2026-11-05
BostonPremier Wealth LLC
UNCHANGED31331300%$219.9K$205.8K-$14.1K2026-10-16
Level Wealth Management LLC
INCREASED312311+1+0%$219.5K$205.5K-$14.1K2026-10-23
Capital Advisors Wealth Management, LLC
UNCHANGED31231200%$219.4K$204.9K-$14.5K2026-10-09
Strategent Financial, LLC
UNCHANGED31231200%$219.4K$204.9K-$14.5K2026-10-30
Univest Financial Corp
INCREASED310301+9+3%$211.8K$203.7K-$8.1K2026-11-05
Vision Capital Management, Inc.
UNCHANGED31031000%$218.0K$203.6K-$14.5K2026-10-20
Horizon Wealth Management, LLC
UNCHANGED30830800%$216.6K$202.3K-$14.4K2026-11-02
Darwin Wealth Management, LLC
INCREASED306305+1+0%$214.9K$201.1K-$13.7K2026-11-09
Mountain Hill Investment Partners Corp.
UNCHANGED30030000%$211.0K$197.0K-$14.0K2026-10-23
Laurel Wealth Advisors LLC
INCREASED297293+4+1%$206.1K$195.0K-$11.0K2026-10-27
Key FInancial Inc
UNCHANGED29629600%$208.2K$194.4K-$13.8K2026-11-02
Acropolis Investment Management, LLC
UNCHANGED29429400%$206.8K$193.1K-$13.7K2026-10-08
Markowski Investments
DECREASED293950-657-69%$668.1K$192.2K-$475.9K2026-10-30
Hoese & Co LLP
UNCHANGED29029000%$204.0K$190.4K-$13.5K2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED28228200%$198.3K$185.2K-$13.2K2026-10-29
Bayban
UNCHANGED27327300%$192.0K$192.0K$02026-11-05
Noble Wealth Management PBC
DECREASED257292-35-12%$205.4K$168.8K-$36.6K2026-10-01
Evermay Wealth Management LLC
UNCHANGED25025000%$176.3K$164.6K-$11.7K2026-11-05
Gleason Group, Inc.
NEW245—+245——$160.9K—2026-10-15
City Holding Co
UNCHANGED24024000%$168.8K$157.6K-$11.2K2026-10-19
Align Financial, LLC
UNCHANGED23823800%$167.4K$156.3K-$11.1K2026-10-16
Next Level Wealth Planning, LLC
NEW237—+237——$155.6K—2026-10-29
Bangor Savings Bank
DECREASED232522-290-56%$367.3K$152.5K-$214.8K2026-10-06
Comprehensive Financial Planning, Inc.
DECREASED225226-10%$158.8K$147.9K-$10.9K2026-10-27
Atwood & Palmer Inc
UNCHANGED22322300%$156.5K$146.1K-$10.4K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED20020000%$137.6K$132.1K-$5.5K2026-10-23
Mascoma Wealth Management LLC
UNCHANGED19819800%$139.3K$130.0K-$9.2K2026-10-23
Vermillion Wealth Management, Inc.
INCREASED191190+1+1%$133.7K$125.2K-$8.6K2026-10-26
Godsey & Gibb, Inc
UNCHANGED18018000%$126.6K$118.2K-$8.4K2026-10-14
Lanark Financial, Inc.
DECREASED179185-6-3%$130.1K$117.6K-$12.6K2026-10-26
Community Financial Services Group, LLC
UNCHANGED17517500%$122.0K$116.1K-$5.9K2026-10-15
Costello Asset Management, Inc
UNCHANGED17217200%$121.0K$113.0K-$8.0K2026-10-30
Citizens National Bank Trust Department
UNCHANGED16816800%$118.2K$110.3K-$7.8K2026-11-04
Horizons Wealth Management
NEW164—+164——$107.7K—2026-10-05
Indiana Trust & Investment Management Co
UNCHANGED16416400%$115.3K$107.7K-$7.6K2026-10-22
Tower Trust & Investment Co
UNCHANGED15115100%$106.2K$99.2K-$7.0K2026-10-28
Fairman Group, LLC
DECREASED148190-42-22%$134.3K$97.4K-$36.9K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED14814800%$104.0K$97.4K-$6.7K2026-10-28
Richardson Capital Management LLC
UNCHANGED14214200%$99.9K$93.3K-$6.6K2026-10-23
KFG LLC
NEW141—+141——$92.6K—2026-11-02
MTM Investment Management, LLC
INCREASED13433+101+306%$23.2K$88.0K+$64.8K2026-10-30
MilWealth Group LLC
UNCHANGED13313300%$93.7K$87.7K-$6.0K2026-11-02
American National Bank & Trust
UNCHANGED12912900%$90.7K$84.7K-$6.0K2026-10-07
Versant Capital Management, Inc
INCREASED12636+90+250%$25.3K$82.7K+$57.4K2026-10-02
Hilltop National Bank
UNCHANGED12512500%$87.9K$82.1K-$5.8K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED12512500%$87.9K$82.1K-$5.8K2026-10-22
Investment Research & Advisory Group, Inc.
UNCHANGED12212200%$85.7K$80.2K-$5.5K2026-10-19
First Bancorp, Inc
UNCHANGED12112100%$85.1K$79.5K-$5.6K2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED12012000%$85.2K$79.6K-$5.6K2026-11-03
Archer Investment Corp
UNCHANGED11911900%$83.7K$78.1K-$5.5K2026-11-05
Rydar Equities, Inc.
NEW118—+118——$78.6K—2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED11711700%$82.3K$77.1K-$5.3K2026-10-23
Thompson Investment Management, Inc.
UNCHANGED11711700%$82.3K$76.8K-$5.5K2026-10-14
Canton Hathaway, LLC
UNCHANGED11511500%$80.9K$75.5K-$5.4K2026-10-23
SJS Investment Consulting Inc.
UNCHANGED11311300%$79.5K$74.2K-$5.3K2026-10-26
Buck Wealth Strategies, LLC
INCREASED109108+1+1%$76.2K$71.3K-$4.9K2026-10-28
Fairway Wealth LLC
UNCHANGED10610600%$74.6K$69.6K-$4.9K2026-10-30
Natixis
UNCHANGED10110100%$71.0K$66.3K-$4.7K2026-11-06
Trellis Wealth Advisors LLC
NEW100—+100——$65.7K—2026-10-19
Kingdom Financial Group Llc.
UNCHANGED979700%$68.4K$64.0K-$4.4K2026-11-04
Newton One Investments LLC
UNCHANGED969600%$67.8K$63.3K-$4.5K2026-10-14
Owl Creek Wealth Partners LLC
NEW92—+92——$60.4K—2026-10-20
First Community Trust NA
UNCHANGED909000%$63.3K$59.1K-$4.2K2026-10-07
Smallwood Wealth Investment Management, LLC
UNCHANGED909000%$63.3K$59.1K-$4.2K2026-10-30
Main Street Group, LTD
UNCHANGED909000%$63.3K$59.1K-$4.2K2026-10-28
North Point Portfolio Managers Corp
NEW85—+85——$56.0K—2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED858500%$59.8K$55.8K-$4.0K2026-10-15
Albion Financial Group
UNCHANGED858500%$60.1K$56.1K-$4.0K2026-10-21
Lloyd Advisory Services, Llc.
INCREASED8481+3+4%$57.3K$54.9K-$2.4K2026-11-02
Winch Advisory Services, LLC
UNCHANGED808000%$56.0K$52.5K-$3.6K2026-11-06
Southern Michigan Bank & Trust
UNCHANGED808000%$56.3K$52.5K-$3.7K2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED797900%$55.7K$52.0K-$3.7K2026-11-05
RMG Wealth Management LLC
UNCHANGED787800%$55.5K$51.7K-$3.8K2026-10-26
Dorato Capital Management
UNCHANGED777700%$53.1K$51.1K-$2.0K2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED767600%$53.6K$50.0K-$3.6K2026-10-30
DeDora Capital, Inc.
NEW67—+67——$44.0K—2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW64—+64——$42.5K—2026-10-16
Ascentis Independent Advisors
NEW62—+62——$40.7K—2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED626200%$43.6K$40.7K-$2.9K2026-11-02
Burk Holdings LLC
DECREASED5984-25-30%$59.1K$38.7K-$20.3K2026-11-05
City State Bank
UNCHANGED585800%$40.8K$38.1K-$2.7K2026-10-20
High Point Wealth Management, LLC
UNCHANGED575700%$39.8K$37.2K-$2.5K2026-11-05
Piscataqua Savings Bank
UNCHANGED565600%$39.4K$36.8K-$2.6K2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED515100%$35.9K$33.5K-$2.4K2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED505000%$34.9K$32.6K-$2.3K2026-10-16
First Command Advisory Services, Inc.
NEW49—+49——$32.3K—2026-11-05
Clean Yield Group
UNCHANGED494900%$34.5K$32.2K-$2.3K2026-10-28
Concord Wealth Partners
UNCHANGED474700%$33.3K$31.2K-$2.1K2026-11-02
Signature Equity Partners, LLC
INCREASED4525+20+80%$17.6K$29.6K+$12.0K2026-10-29
Security National Bank
UNCHANGED454500%$31.7K$29.6K-$2.1K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED444400%$30.9K$28.9K-$2.1K2026-10-15
Physician Wealth Advisors, Inc.
UNCHANGED424200%$29.5K$27.6K-$2.0K2026-10-20
Monetary Solutions, Ltd
UNCHANGED404000%$28.1K$26.3K-$1.9K2026-10-22
Birch Financial Group, LLC
NEW39—+39——$25.5K—2026-10-27
GGM Financial LLC
DECREASED2931-2-6%$21.5K$18.8K-$2.7K2026-11-05
Gables Capital Management Inc.
UNCHANGED272700%$19.0K$17.7K-$1.3K2026-11-04
Chilton Capital Management LLC
UNCHANGED252500%$17.6K$16.4K-$1.2K2026-10-28
Activest Wealth Management
UNCHANGED242400%$16.9K$15.8K-$1.1K2026-10-15
Tounjian Advisory Partners, LLC
NEW22—+22——$14.4K—2026-11-04
IFS Advisors, LLC
NEW20—+20——$13.1K—2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2056-36-64%$39.7K$13.1K-$26.6K2026-10-14
Lodestone Wealth Management LLC
INCREASED202+18+900%$1.4K$13.1K+$11.7K2026-10-14
CKW Financial Group
UNCHANGED202000%$14.0K$13-$14.0K2026-10-29
Murphy & Mullick Capital Management Corp
UNCHANGED181800%$12.7K$11.8K-$8392026-11-02
Nfsg Corp
UNCHANGED171700%$11.7K$11.0K-$7522026-10-15
Valley National Advisers Inc
UNCHANGED171700%$12.0K$11.2K-$7922026-10-23
Burkett Financial Services, LLC
UNCHANGED171700%$12.5K$11.7K-$7992026-10-01
Kentucky Trust Co
UNCHANGED161600%$11.3K$10.5K-$7462026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED161600%$11.3K$10.5K-$7462026-10-07
Chapman Financial Group, LLC
UNCHANGED141400%$9.8K$9.2K-$6532026-10-26
Downshift Financial, LLC
UNCHANGED141400%$9.8K$9.2K-$6532026-10-13
Balance Wealth Partners LLC
NEW13—+13——$8.6K—2026-10-27
Olistico Wealth, LLC
DECREASED1220-8-40%$14.1K$7.9K-$6.2K2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED121200%$8.4K$7.9K-$5602026-10-15
Oakworth Capital, Inc.
UNCHANGED111100%$7.7K$7.2K-$4442026-10-26
Rossby Financial, LCC
UNCHANGED101000%$7.0K$6.6K-$4662026-11-05
Fairscale Capital, LLC
UNCHANGED8800%$5.6K$5.4K-$2892026-11-04
Coston, McIsaac & Partners
UNCHANGED6600%$4$3.9K+$3.9K2026-11-06
Tradewinds Capital Management, LLC
NEW5—+5——$3.3K—2026-10-23
1620 Investment Advisors, Inc.
UNCHANGED2200%$1.4K$1.3K-$942026-11-04
Byrne Asset Management LLC
UNCHANGED2200%$1.4K$1.3K-$802026-10-06
Redhawk Wealth Advisors, Inc.
CLOSED015,755-15,755-100%$11.1M$0-$11.1M2026-10-14
Newport Capital Group, LLC
CLOSED012,055-12,055-100%$8.5M$0-$8.5M2026-10-16
Synergy Asset Management, LLC
CLOSED08,398-8,398-100%$5.9M$0-$5.9M2026-11-05
Squarepoint Ops LLC
CLOSED03,548-3,548-100%$2.5M$0-$2.5M2026-11-09
Glaxis Capital Management, LLC
CLOSED03,340-3,340-100%$2.3M$0-$2.3M2026-11-02
Imc-Chicago, LLC
CLOSED02,972-2,972-100%$2.1M$0-$2.1M2026-11-05
Deutsche Bank Ag\
CLOSED02,565-2,565-100%$1.8M$0-$1.8M2026-11-06
Money Concepts Capital Corp
CLOSED01,451-1,451-100%$1.0M$0-$1.0M2026-11-06
Impact Capital Partners LLC
CLOSED01,411-1,411-100%$992.4K$0-$992.4K2026-10-22
Dana Investment Advisors, Inc.
CLOSED01,300-1,300-100%$914.1K$0-$914.1K2026-11-06
Ardent Capital Management, Inc.
CLOSED0730-730-100%$513.4K$0-$513.4K2026-10-16
Eagle Bay Advisors LLC
CLOSED0612-612-100%$430.4K$0-$430.4K2026-10-16
Scarborough Advisors, LLC
CLOSED0579-579-100%$402.9K$0-$402.9K2026-10-16
Genesis Private Wealth, LLC
CLOSED0454-454-100%$319.3K$0-$319.3K2026-11-02
Inscription Capital, LLC
CLOSED0435-435-100%$305.9K$0-$305.9K2026-11-02
Hegarty Advisors, LLC
CLOSED0419-419-100%$294.7K$0-$294.7K2026-10-20
Continuum Wealth Advisors, LLC
CLOSED0382-382-100%$268.7K$0-$268.7K2026-10-20
Advisor OS, LLC
CLOSED0342-342-100%$240.1K$0-$240.1K2026-11-03
Financial Discovery Group Inc
CLOSED0334-334-100%$234.9K$0-$234.9K2026-11-03
Family Office Research LLC
CLOSED0322-322-100%$226.4K$0-$226.4K2026-10-14
Cora Capital Advisors LLC
CLOSED0318-318-100%$223.7K$0-$223.7K2026-11-02
YHB Investment Advisors, Inc.
CLOSED0315-315-100%$221.6K$0-$221.6K2026-10-08
Columbia Bank
CLOSED0314-314-100%$220.8K$0-$220.8K2026-10-29
Mystic Asset Management, Inc.
CLOSED0314-314-100%$220.8K$0-$220.8K2026-10-15
Great Lakes Advisors, LLC
CLOSED0308-308-100%$216.6K$0-$216.6K2026-11-06
Cornerstone Advisory, LLC
CLOSED0304-304-100%$213.8K$0-$213.8K2026-11-06
BOS Asset Management, LLC
CLOSED0303-303-100%$213.1K$0-$213.1K2026-10-09
Bluesphere Advisors LLC
CLOSED0303-303-100%$213.1K$0-$213.1K2026-10-19
Baldwin Wealth Partners LLC
CLOSED0302-302-100%$212.4K$0-$212.4K2026-10-13
Cooke Wealth Management, LLC
CLOSED0301-301-100%$211.7K$0-$211.7K2026-10-13
Kearns & Associates LLC
CLOSED0300-300-100%$211.0K$0-$211.0K2026-10-09
Beacon Hill Wealth Management Ltd.
CLOSED0300-300-100%$211.0K$0-$211.0K2026-10-21
Boston Common Asset Management, LLC
CLOSED0300-300-100%$211.0K$0-$211.0K2026-10-13
Pacific Capital Wealth Advisors, Inc.
CLOSED0300-300-100%$211.0K$0-$211.0K2026-10-22
Corundum Group, Inc.
CLOSED0300-300-100%$211.0K$0-$211.0K2026-10-28
Greenup Street Wealth Management LLC
CLOSED0299-299-100%$210.3K$0-$210.3K2026-10-28
Financial Advisory Corp
CLOSED0297-297-100%$208.9K$0-$208.9K2026-10-14
Vista Capital Partners, Inc.
CLOSED0296-296-100%$208.3K$0-$208.3K2026-11-06
Trust Co of the South
CLOSED0292-292-100%$205.4K$0-$205.4K2026-10-21
McElhenny Sheffield Capital Management, LLC
CLOSED0292-292-100%$205.4K$0-$205.4K2026-11-06
Cascade Investment Group, Inc.
CLOSED0291-291-100%$204.7K$0-$204.7K2026-10-13
Rossmore Private Capital
CLOSED0290-290-100%$204.5K$0-$204.5K2026-10-27
Cowa, LLC
CLOSED0290-290-100%$204.0K$0-$204.0K2026-10-30
James J. Burns & Company, LLC
CLOSED0290-290-100%$204.0K$0-$204.0K2026-10-22
Shakespeare Wealth Management, LLC
CLOSED0289-289-100%$203.2K$0-$203.2K2026-10-28
Kavar Capital Partners Group, LLC
CLOSED0288-288-100%$202.6K$0-$202.6K2026-11-06
Smith Partners Wealth Management, LLC
CLOSED0287-287-100%$201.9K$0-$201.9K2026-11-05
MMA Asset Management LLC
CLOSED0287-287-100%$202.2K$0-$202.2K2026-11-02
AdvisorNet Financial, Inc
CLOSED0105-105-100%$73.9K$0-$73.9K2026-10-15
Islay Capital Management, LLC
CLOSED088-88-100%$61.9K$0-$61.9K2026-10-20
Atlatl Advisers LLC
CLOSED080-80-100%$56.3K$0-$56.3K2026-10-22
Evolution Advisers, Inc.
CLOSED054-54-100%$37$0-$372026-11-06
Cornerstone Planning Group LLC
CLOSED033-33-100%$23.0K$0-$23.0K2026-10-16
CGC Financial Services, LLC
CLOSED025-25-100%$17.6K$0-$17.6K2026-10-13
Bullseye Investment Management, LLC
CLOSED025-25-100%$17.6K$0-$17.6K2026-10-29
Gill Capital Partners, LLC
CLOSED018-18-100%$12.7K$0-$12.7K2026-10-13
Solstein Capital, LLC
CLOSED010-10-100%$7.0K$0-$7.0K2026-11-02
Bank of America Corp
N/A—1,946,508-1,946,508-100%$1.4B———
Morgan Stanley
N/A—1,235,352-1,235,352-100%$868.9M———
Wells Fargo & Company
N/A—1,178,967-1,178,967-100%$829.2M———
Northern Trust Corp
N/A—1,049,595-1,049,595-100%$738.2M———
Goldman Sachs Group Inc
N/A—906,280-906,280-100%$637.4M———
Northwestern Mutual Wealth Management Co
N/A—903,341-903,341-100%$635.4M———
Pathstone Holdings, LLC
N/A—849,491-849,491-100%$597.5M———
UBS Group AG
N/A—651,062-651,062-100%$457.9M———
Raymond James Financial Inc
N/A—488,839-488,839-100%$343.8M———
Royal Bank of Canada
N/A—291,654-291,654-100%$205.1M———
JPMorgan Chase & Co
N/A—285,765-285,765-100%$199.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—283,087-283,087-100%$198.9M———
MAI Capital Management
N/A—271,019-271,019-100%$190.6M———
Alliancebernstein L.P.
N/A—244,920-244,920-100%$151.1M———
HighTower Advisors, LLC
N/A—234,897-234,897-100%$165.2M———
Arvest Bank Trust Division
N/A—224,334-224,334-100%$157.8M———
Conservest Capital Advisors, Inc.
N/A—208,394-208,394-100%$146.6M———
Susquehanna International Group, LLP
N/A—157,630-157,630-100%$110.9M———
Waddell & Associates, LLC
N/A—154,726-154,726-100%$108.8M———
BNP Paribas Financial Markets
N/A—143,902-143,902-100%$101.2M———
SG Americas Securities, LLC
N/A—143,035-143,035-100%$100.6M———
Cerity Partners LLC
N/A—139,760-139,760-100%$98.3M———
Commerce Bank
N/A—139,449-139,449-100%$98.1M———
Whittier Trust Co
N/A—131,409-131,409-100%$91.5M———
EP Wealth Advisors, LLC
N/A—119,454-119,454-100%$84.0M———
Hills Bank & Trust Co
N/A—111,587-111,587-100%$78.5M———
Brown Advisory Inc
N/A—110,435-110,435-100%$77.7M———
Mariner, LLC
N/A—104,807-104,807-100%$73.7M———
Focus Partners Wealth
N/A—101,693-101,693-100%$71.5M———
Osaic Holdings, Inc.
N/A—96,420-96,420-100%$67.9M———
Envestnet Asset Management Inc
N/A—89,737-89,737-100%$63.1M———
Cetera Investment Advisers
N/A—88,675-88,675-100%$62.4M———
Ameriprise Financial Inc
N/A—85,773-85,773-100%$60.4M———
Atlantic Union Bankshares Corp
N/A—83,440-83,440-100%$58.7M———
CIBC World Market Inc.
N/A—83,263-83,263-100%$58.6M———
Blair William & Co
N/A—76,091-76,091-100%$53.5M———
Stifel Financial Corp
N/A—72,534-72,534-100%$51.0M———
Balyasny Asset Management L.P.
N/A—69,882-69,882-100%$49.2M———
Captrust Financial Advisors
N/A—67,963-67,963-100%$47.8M———
Portland Global Advisors LLC
N/A—63,792-63,792-100%$44.9M———
Bartlett & Co. Wealth Management LLC
N/A—63,175-63,175-100%$44.5M———
Whittier Trust Co of Nevada Inc
N/A—62,245-62,245-100%$42.8M———
Smith, Moore & Co.
N/A—60,828-60,828-100%$42.8M———
Rockefeller Capital Management L.P.
N/A—57,763-57,763-100%$40.6M———
MetLife Investment Management, LLC
N/A—54,500-54,500-100%$38.3M———
Baird Financial Group, Inc.
N/A—52,970-52,970-100%$37.3M———
AQR Capital Management LLC
N/A—50,915-50,915-100%$35.8M———
Crewe Advisors LLC
N/A—50,124-50,124-100%$35.3M———
Peapack Gladstone Financial Corp
N/A—49,860-49,860-100%$35.1M———
Pinnacle Financial Partners, Inc.
N/A—46,580-46,580-100%$32.8M———
Janney Montgomery Scott LLC
N/A—44,841-44,841-100%$31.5M———
Mercer Global Advisors Inc
N/A—44,808-44,808-100%$31.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—44,041-44,041-100%$31.0M———
SCS Capital Management LLC
N/A—43,991-43,991-100%$30.9M———
Bessemer Group Inc
N/A—43,225-43,225-100%$30.4M———
Two Sigma Investments, LP
N/A—41,640-41,640-100%$29.3M———
Tandem Wealth Advisors LLC
N/A—41,156-41,156-100%$28.9M———
FMR LLC
N/A—41,042-41,042-100%$28.9M———
Marshall Wace, LLP
N/A—39,554-39,554-100%$27.8M———
Basswood Capital Management, L.L.C.
N/A—38,082-38,082-100%$26.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—38,000-38,000-100%$26.7M———
Curi Capital, LLC
N/A—37,574-37,574-100%$26.5M———
Johnson Investment Counsel Inc
N/A—36,927-36,927-100%$26.0M———
1ST Source Bank
N/A—36,184-36,184-100%$25.4M———
Madison Asset Management, LLC
N/A—35,518-35,518-100%$25.0M———
Citadel Advisors LLC
N/A—34,729-34,729-100%$24.4M———
SummitTX Capital, L.P.
N/A—34,353-34,353-100%$24.2M———
MML Investors Services, LLC
N/A—33,271-33,271-100%$23.4M———
Composition Wealth, LLC
N/A—32,657-32,657-100%$23.0M———
Hancock Whitney Corp
N/A—32,187-32,187-100%$22.6M———
BlackRock, Inc.
N/A—31,797-31,797-100%$22.4M———
Trustmark Bank Trust Department
N/A—31,534-31,534-100%$22.2M———
DC Investments Management, LLC
N/A—30,673-30,673-100%$21.6M———
GHE, LLC
N/A—30,067-30,067-100%$3.1M———
Huntington National Bank
N/A—29,521-29,521-100%$20.8M———
Passaic Partners LLC
N/A—27,485-27,485-100%$19.3M———
Serenus Wealth Advisors, LLC
N/A—25,895-25,895-100%$18.2M———
Fi3 Financial Advisors, LLC
N/A—25,046-25,046-100%$18.8M———
M&T Bank Corp
N/A—25,041-25,041-100%$17.6M———
Simmons Bank
N/A—23,674-23,674-100%$16.7M———
Glenmede Trust Co NA
N/A—22,747-22,747-100%$16.0M———
Steward Partners Investment Advisory, LLC
N/A—21,808-21,808-100%$15.3M———
Nitorum Capital, L.P.
N/A—21,216-21,216-100%$14.9M———
Arax Advisory Partners
N/A—20,883-20,883-100%$14.7M———
&partners
N/A—20,657-20,657-100%$14.5M———
Quantinno Capital Management LP
N/A—19,513-19,513-100%$13.7M———
Callan Family Office, LLC
N/A—18,564-18,564-100%$13.1M———
Sanctuary Advisors, LLC
N/A—18,508-18,508-100%$13.0M———
Corsicana & Co.
N/A—18,003-18,003-100%$12.7M———
Franklin Resources Inc
N/A—18,000-18,000-100%$12.7M———
First National Bank of Omaha
N/A—17,947-17,947-100%$12.5M———
Jump Financial, LLC
N/A—17,602-17,602-100%$12.4M———
Wellspring Financial Advisors, LLC
N/A—17,337-17,337-100%$12.2M———
World Investment Advisors
N/A—16,124-16,124-100%$9.9M———
Brown Brothers Harriman & Co
N/A—15,676-15,676-100%$11.0M———
Evercore Wealth Management, LLC
N/A—15,125-15,125-100%$10.6M———
Jones Financial Companies Lllp
N/A—15,050-15,050-100%$10.5M———
Ameritas Investment Partners, Inc.
N/A—15,045-15,045-100%$10.6M———
Capstone Financial Advisors, Inc.
N/A—14,956-14,956-100%$10.5M———
IEQ Capital, LLC
N/A—14,582-14,582-100%$10.3M———
Wealthspire Advisors, LLC
N/A—14,361-14,361-100%$10.1M———
Legal & General Group Plc
N/A—14,200-14,200-100%$10.0M———
Waverly Advisors, LLC
N/A—14,018-14,018-100%$9.9M———
Bearing Point Capital, LLC
N/A—13,581-13,581-100%$9.6M———
Point72 Asset Management, L.P.
N/A—13,580-13,580-100%$9.6M———
Equitable Holdings, Inc.
N/A—12,960-12,960-100%$9.1M———
Cresset Asset Management, LLC
N/A—12,497-12,497-100%$8.8M———
Harbour Investments, Inc.
N/A—11,785-11,785-100%$8.3M———
Capital Group Private Client Services, Inc.
N/A—11,748-11,748-100%$8.3M———
Meridian Wealth Advisors, LLC
N/A—11,736-11,736-100%$8.3M———
Sand Hill Global Advisors, LLC
N/A—11,309-11,309-100%$8.0M———
Boston Family Office LLC
N/A—11,191-11,191-100%$7.9M———
Hanover Advisors Inc
N/A—11,128-11,128-100%$7.8M———
Summit Financial, LLC
N/A—11,121-11,121-100%$7.8M———
Seeds Investor LLC
N/A—11,075-11,075-100%$7.8M———
Price T Rowe Associates Inc
N/A—11,073-11,073-100%$7.8M———
Alexis Investment Partners, LLC
N/A—11,006-11,006-100%$7.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,983-10,983-100%$7.7M———
CIBC Bancorp USA Inc.
N/A—10,633-10,633-100%$7.5M———
Nicolet Bankshares Inc
N/A—10,279-10,279-100%$7.2M———
Retirement Income Solutions, Inc
N/A—10,145-10,145-100%$6.3M———
RBF Capital, LLC
N/A—10,000-10,000-100%$7.0M———
Wilmar Advisors LLC
N/A—10,000-10,000-100%$7.0M———
Beacon Pointe Advisors, LLC
N/A—9,893-9,893-100%$7.0M———
Fidelis Capital Partners, LLC
N/A—9,776-9,776-100%$6.9M———
Teachers Retirement System of the State of Kentucky
N/A—9,452-9,452-100%$6.6M———
BFC Planning, Inc.
N/A—9,412-9,412-100%$6.6M———
Dakota Wealth Management
N/A—9,354-9,354-100%$6.6M———
CreativeOne Wealth, LLC
N/A—9,231-9,231-100%$6.5M———
Focus Partners Advisor Solutions, LLC
N/A—9,224-9,224-100%$6.5M———
Private Wealth Asset Management, LLC
N/A—9,113-9,113-100%$6.4M———
Advisory Services Network, LLC
N/A—9,113-9,113-100%$6.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—8,972-8,972-100%$6.3M———
Ameritas Advisory Services, LLC
N/A—8,908-8,908-100%$6.3M———
Gotham Asset Management, LLC
N/A—8,864-8,864-100%$6.2M———
Arbor Trust Wealth Advisors, LLC
N/A—8,797-8,797-100%$6.2M———
Highview Capital Management LLC
N/A—8,748-8,748-100%$6.2M———
Estate Counselors, LLC
N/A—8,681-8,681-100%$6.1M———
Private Advisor Group, LLC
N/A—8,655-8,655-100%$6.1M———
Flputnam Investment Management Co
N/A—8,453-8,453-100%$5.9M———
Leavell Investment Management, Inc.
N/A—8,403-8,403-100%$5.9M———
Bay Rivers Group
N/A—8,290-8,290-100%$5.8M———
Haverford Trust Co
N/A—7,912-7,912-100%$5.6M———
NewEdge Advisors, LLC
N/A—7,708-7,708-100%$5.4M———
Peak Asset Management, LLC
N/A—7,699-7,699-100%$5.4M———
GTS Securities LLC
N/A—7,546-7,546-100%$5.3M———
Intrepid Financial Planning Group LLC
N/A—7,464-7,464-100%$5.3M———
Moneta Group Investment Advisors LLC
N/A—7,373-7,373-100%$5.2M———
Hilltop Holdings Inc.
N/A—7,222-7,222-100%$5.1M———
Financial Engines Advisors L.L.C.
N/A—7,173-7,173-100%$5.0M———
Flow Traders U.S. LLC
N/A—6,967-6,967-100%$4.9M———
JMG Financial Group, Ltd.
N/A—6,786-6,786-100%$4.8M———
Davis R M Inc
N/A—6,779-6,779-100%$4.8M———
Mayflower Financial Advisors, LLC
N/A—6,746-6,746-100%$4.7M———
Ballentine Partners, LLC
N/A—6,518-6,518-100%$4.6M———
Houlihan Financial Resource Group, Ltd.
N/A—6,475-6,475-100%$4.6M———
Keystone Financial Group
N/A—6,364-6,364-100%$4.5M———
Charter Research & Investment Group, Inc.
N/A—6,253-6,253-100%$4.4M———
Glen Eagle Advisors, LLC
N/A—6,196-6,196-100%$4.4M———
Cape COD Five Cents Savings Bank
N/A—6,173-6,173-100%$4.3M———
OneDigital Investment Advisors LLC
N/A—6,083-6,083-100%$4.3M———
Argent Trust Co
N/A—6,009-6,009-100%$4.2M———
HSBC Holdings PLC
N/A—5,968-5,968-100%$4.2M———
United Capital Financial Advisors, LLC
N/A—5,903-5,903-100%$4.2M———
Crews Bank & Trust
N/A—5,751-5,751-100%$4.0M———
Silvercrest Asset Management Group LLC
N/A—5,542-5,542-100%$3.9M———
Audent Global Asset Management, LLC
N/A—5,472-5,472-100%$3.9M———
Fiduciary Trust Co
N/A—5,274-5,274-100%$3.7M———
Centaurus Financial, Inc.
N/A—5,242-5,242-100%$3.7M———
SSA Swiss Advisors AG
N/A—5,198-5,198-100%$3.7M———
Vanguard National Trust Co
N/A—5,156-5,156-100%$3.6M———
Envestnet Portfolio Solutions, Inc.
N/A—5,138-5,138-100%$3.6M———
Spinnaker Trust
N/A—5,055-5,055-100%$3.6M———
Great Valley Advisor Group, Inc.
N/A—4,960-4,960-100%$3.5M———
Johnson Financial Group, Inc.
N/A—4,914-4,914-100%$3.5M———
Whalerock Point Partners, LLC
N/A—4,763-4,763-100%$3.4M———
Snowden Capital Advisors LLC
N/A—4,761-4,761-100%$3.4M———
GSA Capital Partners LLP
N/A—4,759-4,759-100%$3.3M———
Asset Management Group, Inc.
N/A—4,751-4,751-100%$3.3M———
Paladin Advisory Group, LLC
N/A—4,733-4,733-100%$3.3M———
Stratos Wealth Partners, Ltd.
N/A—4,520-4,520-100%$3.2M———
Arkadios Wealth Advisors
N/A—4,371-4,371-100%$3.1M———
D. E. Shaw & Co., Inc.
N/A—4,370-4,370-100%$3.1M———
DV Trading LLC
N/A—4,353-4,353-100%$3.1M———
RWA Wealth Partners, LLC
N/A—4,256-4,256-100%$3.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—4,100-4,100-100%$2.9M———
Empowered Funds, LLC
N/A—4,095-4,095-100%$2.9M———
Cambria Investment Management, L.P.
N/A—4,095-4,095-100%$2.9M———
NorthRock Partners, LLC
N/A—4,090-4,090-100%$2.9M———
Orion Porfolio Solutions, LLC
N/A—3,996-3,996-100%$2.8M———
Banque Transatlantique SA
N/A—3,963-3,963-100%$2.8M———
All Terrain Financial Advisors, LLC
N/A—3,918-3,918-100%$2.8M———
LM Advisors LLC
N/A—3,872-3,872-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—3,832-3,832-100%$2.7M———
Walleye Trading LLC
N/A—3,777-3,777-100%$2.7M———
Financial Life Planners
N/A—3,755-3,755-100%$2.6M———
Pincus Capital Management, LP
N/A—3,695-3,695-100%$2.6M———
Expressive Wealth LLC
N/A—3,693-3,693-100%$2.6M———
Investment Advisory Group, LLC
N/A—3,637-3,637-100%$2.6M———
Cercano Management LLC
N/A—3,636-3,636-100%$2.6M———
McLaughlin Asset Management, Inc.
N/A—3,610-3,610-100%$2.5M———
Becker Capital Management Inc
N/A—3,568-3,568-100%$2.5M———
Pacific Point Advisors, LLC
N/A—3,553-3,553-100%$2.5M———
Scotia Capital Inc.
N/A—3,552-3,552-100%$2.5M———
Topsail Wealth Management, LLC
N/A—3,551-3,551-100%$2.5M———
Red Door Wealth Management, LLC
N/A—3,522-3,522-100%$2.5M———
Global Retirement Partners, LLC
N/A—3,483-3,483-100%$2.4M———
Rothschild Wealth LLC
N/A—3,478-3,478-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—3,455-3,455-100%$2.4M———
Fiduciary Financial Advisors
N/A—3,437-3,437-100%$2.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—3,427-3,427-100%$2.4M———
Chevy Chase Trust Holdings, LLC
N/A—3,355-3,355-100%$2.4M———
Kingsview Wealth Management, LLC
N/A—3,283-3,283-100%$2.3M———
Rosenblum Silverman Sutton S F Inc
N/A—3,232-3,232-100%$2.3M———
Venturi Wealth Management, LLC
N/A—3,150-3,150-100%$2.2M———
City National Bank of Florida
N/A—3,142-3,142-100%$2.2M———
Kelman-Lazarov, Inc.
N/A—3,014-3,014-100%$2.1M———
Quantbot Technologies LP
N/A—3,000-3,000-100%$2.1M———
Bitterroot Capital Advisors LLC
N/A—2,929-2,929-100%$2.1M———
Tiemann Investment Advisors, LLC
N/A—2,902-2,902-100%$2.0M———
Summit Trail Advisors, LLC
N/A—2,901-2,901-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—2,864-2,864-100%$2.0M———
Nuveen, LLC
N/A—2,844-2,844-100%$2.0M———
CSS LLC
N/A—2,810-2,810-100%$2.0M———
Fiducient Advisors LLC
N/A—2,767-2,767-100%$1.9M———
Harbor Advisory Corp
N/A—2,743-2,743-100%$1.9M———
Essex Financial Services, Inc.
N/A—2,684-2,684-100%$1.9M———
Neuberger Berman Group LLC
N/A—2,664-2,664-100%$1.9M———
GW&K Investment Management, LLC
N/A—2,658-2,658-100%$1.9M———
Northwest Bancshares, Inc.
N/A—2,635-2,635-100%$1.9M———
Summit Wealth Partners, LLC
N/A—2,613-2,613-100%$1.8M———
SK Wealth Management, LLC
N/A—2,608-2,608-100%$1.8M———
Bradley Foster & Sargent Inc
N/A—2,595-2,595-100%$1.8M———
SlateStone Wealth, LLC
N/A—2,575-2,575-100%$1.8M———
Zhang Financial LLC
N/A—2,571-2,571-100%$1.8M———
Tower Bridge Advisors
N/A—2,516-2,516-100%$1.8M———
Olde Wealth Management, LLC
N/A—2,500-2,500-100%$1.8M———
MidFirst Bank
N/A—2,494-2,494-100%$1.8M———
Disciplined Investments, LLC
N/A—2,468-2,468-100%$1.7M———
Harvest Investment Services, LLC
N/A—2,453-2,453-100%$1.7M———
Pitcairn Wealth Advisors LLC
N/A—2,433-2,433-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—2,375-2,375-100%$1.7M———
WJ Financial Advisors LLC
N/A—2,306-2,306-100%$1.6M———
Insigneo Advisory Services, LLC
N/A—2,293-2,293-100%$1.6M———
Allred Capital Management, LLC
N/A—2,263-2,263-100%$1.6M———
Millennium Management LLC
N/A—2,251-2,251-100%$1.6M———
Millstone Evans Group, LLC
N/A—2,218-2,218-100%$1.6M———
Savvy Advisors, Inc.
N/A—2,197-2,197-100%$1.5M———
Cary Street Partners Financial LLC
N/A—2,188-2,188-100%$1.5M———
Bank of Hawaii
N/A—2,187-2,187-100%$1.5M———
Tiaa Trust, National Association
N/A—2,170-2,170-100%$1.5M———
Element Wealth, LLC
N/A—2,157-2,157-100%$1.5M———
Signal Tree Financial Partners LLC
N/A—2,155-2,155-100%$1.5M———
Stephens Inc
N/A—2,152-2,152-100%$1.5M———
Sunflower Bank, N.A.
N/A—2,148-2,148-100%$1.5M———
Cozad Asset Management Inc
N/A—2,148-2,148-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—2,125-2,125-100%$1.5M———
Frisch Financial Group, Inc.
N/A—2,066-2,066-100%$1.5M———
Wealth Alliance, LLC
N/A—2,060-2,060-100%$1.4M———
Oxford Financial Group, Ltd. LLC
N/A—2,055-2,055-100%$1.4M———
Granite Bay Wealth Management, LLC
N/A—2,049-2,049-100%$1.4M———
Eldridge Investment Advisors, Inc.
N/A—2,005-2,005-100%$1.4M———
Douglass Winthrop Advisors, LLC
N/A—2,000-2,000-100%$1.4M———
NCM Capital Management, LLC
N/A—1,988-1,988-100%$1.4M———
Choate Investment Advisors
N/A—1,984-1,984-100%$1.4M———
Stock Yards Bank & Trust Co
N/A—1,983-1,983-100%$1.4M———
QRG Capital Management, Inc.
N/A—1,970-1,970-100%$1.4M———
CCG Wealth Management, LLC
N/A—1,967-1,967-100%$1.4M———
Centiva Capital, LP
N/A—1,960-1,960-100%$1.4M———
Wealth Watch Advisors, Inc
N/A—1,957-1,957-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—1,945-1,945-100%$1.4M———
Lavaca Capital LLC
N/A—1,941-1,941-100%$1.4M———
Burling Wealth Partners, LLC
N/A—1,941-1,941-100%$1.4M———
Caprock Group, LLC
N/A—1,936-1,936-100%$1.4M———
LaSalle St. Investment Advisors, LLC
N/A—1,918-1,918-100%$1.3M———
Howe & Rusling Inc
N/A—1,870-1,870-100%$1.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—1,869-1,869-100%$1.3M———
SkyView Investment Advisors, LLC
N/A—1,850-1,850-100%$1.3M———
Osborne Partners Capital Management, LLC
N/A—1,847-1,847-100%$1.3M———
Runnymede Capital Advisors, Inc.
N/A—1,843-1,843-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—1,808-1,808-100%$1.3M———
Credit Agricole S A
N/A—1,776-1,776-100%$1.2M———
Pettyjohn, Wood & White, Inc
N/A—1,775-1,775-100%$1.2M———
Glassman Wealth Services
N/A—1,770-1,770-100%$1.2M———
Gator Capital Management, LLC
N/A—1,755-1,755-100%$1.2M———
Horizon Investments, LLC
N/A—1,738-1,738-100%$1.2M———
Moment Partners, LLC
N/A—1,728-1,728-100%$1.2M———
Roberts Glore & Co Inc
N/A—1,725-1,725-100%$1.2M———
Kintra Wealth, LLC
N/A—1,719-1,719-100%$1.2M———
Mason Investment Advisory Services, Inc.
N/A—1,691-1,691-100%$1.2M———
Fortress Private Ledger, LLC
N/A—1,655-1,655-100%$1.2M———
M3 Advisory Group, LLC
N/A—1,653-1,653-100%$1.2M———
White Pine Capital LLC
N/A—1,653-1,653-100%$1.2M———
Aspen Grove Capital, LLC
N/A—1,632-1,632-100%$1.2M———
Berger Financial Group, Inc
N/A—1,630-1,630-100%$1.1M———
SOA Wealth Advisors, Llc.
N/A—1,624-1,624-100%$1.1M———
Old North State Trust, LLC
N/A—1,621-1,621-100%$1.1M———
Bank of Nova Scotia
N/A—1,601-1,601-100%$1.1M———
SIG Brokerage, LP
N/A—1,600-1,600-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,596-1,596-100%$1.1M———
Benjamin Edwards Inc
N/A—1,568-1,568-100%$1.1M———
SEI Investments Co
N/A—1,555-1,555-100%$1.1M———
VeraBank, N.A.
N/A—1,550-1,550-100%$1.1M———
UP Strategic Wealth Investment Advisors LLC
N/A—1,537-1,537-100%$1.1M———
Clarendon Private LLC
N/A—1,531-1,531-100%$1.1M———
Panoramic Capital Partners, LLC
N/A—1,526-1,526-100%$1.1M———
RB Capital Management, LLC
N/A—1,526-1,526-100%$1.1M———
Vertex Planning Partners, LLC
N/A—1,522-1,522-100%$1.1M———
Orcam Financial Group
N/A—1,521-1,521-100%$1.1M———
OneAscent Financial Services LLC
N/A—1,508-1,508-100%$1.1M———
Retirement Capital Strategies
N/A—1,502-1,502-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—1,502-1,502-100%$1.1M———
Black Maple Capital Management LP
N/A—1,500-1,500-100%$1.1M———
Vista Investment Management
N/A—1,495-1,495-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—1,478-1,478-100%$1.0M———
First American Trust, FSB
N/A—1,476-1,476-100%$1.0M———
Gambit Capital Management, LLC
N/A—1,475-1,475-100%$1.0M———
Pure Financial Advisors, LLC
N/A—1,474-1,474-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—1,473-1,473-100%$1.0M———
Rothschild Capital Partners, LLC
N/A—1,471-1,471-100%$1.0M———
Rialto Wealth Management, LLC
N/A—1,463-1,463-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—1,462-1,462-100%$1.0M———
Lcnb Corp
N/A—1,455-1,455-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,450-1,450-100%$1.0M———
Petix & Botte Co
N/A—1,450-1,450-100%$1.0M———
American Money Management, LLC
N/A—1,440-1,440-100%$1.0M———
Pasadena Private Wealth, LLC
N/A—1,438-1,438-100%$1.0M———
Bridgewater Advisors Inc.
N/A—1,435-1,435-100%$996.0K———
Sachetta, LLC
N/A—1,435-1,435-100%$1.0M———
Mayport, LLC
N/A—1,430-1,430-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—1,427-1,427-100%$1.0M———
Alesco Advisors, LLC, An ESL Co
N/A—1,391-1,391-100%$978.3K———
Tudor Investment Corp ET AL
N/A—1,387-1,387-100%$975.5K———
FCA Corp
N/A—1,380-1,380-100%$970.6K———
Viawealth, LLC
N/A—1,325-1,325-100%$931.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,325-1,325-100%$931.9K———
Garden State Investment Advisory Services LLC
N/A—1,315-1,315-100%$925.3K———
Kovack Advisors, Inc.
N/A—1,311-1,311-100%$917.9K———
L & S Advisors Inc
N/A—1,294-1,294-100%$910.3K———
Bluespring Wealth Management, LLC
N/A—1,269-1,269-100%$892.5K———
Pacific Financial Group Inc
N/A—1,266-1,266-100%$890.7K———
Holistic Financial Partners
N/A—1,262-1,262-100%$887.7K———
Fiduciary Wealth Partners, LLC
N/A—1,261-1,261-100%$886.9K———
Sentinel Wealth Management, Inc.
N/A—1,260-1,260-100%$888.4K———
Citizens Business Bank
N/A—1,255-1,255-100%$882.7K———
HM Payson & Co
N/A—1,253-1,253-100%$881.3K———
Miramar Capital, LLC
N/A—1,252-1,252-100%$880.6K———
Urban Financial Advisory Corp
N/A—1,243-1,243-100%$874.3K———
German American Bancorp, Inc.
N/A—1,242-1,242-100%$874.0K———
Prosperity Bancshares Inc
N/A—1,219-1,219-100%$857.4K———
FAS Wealth Partners, Inc.
N/A—1,216-1,216-100%$855.1K———
Betterment LLC
N/A—1,194-1,194-100%$840.0K———
Port Capital LLC
N/A—1,170-1,170-100%$822.9K———
Compass Capital Corp
N/A—1,163-1,163-100%$826.6K———
Star Financial Bank
N/A—1,157-1,157-100%$813.8K———
Brightwater Advisory LLC
N/A—1,154-1,154-100%$811.7K———
North Star Asset Management Inc
N/A—1,151-1,151-100%$809.5K———
Truepoint, Inc.
N/A—1,144-1,144-100%$804.6K———
Rathbones Group PLC
N/A—1,140-1,140-100%$801.8K———
Pacific SUN Financial Corp
N/A—1,135-1,135-100%$799.4K———
Cascade Financial Partners, LLC
N/A—1,116-1,116-100%$784.9K———
Mrwm Advisors, LLC
N/A—1,104-1,104-100%$776.5K———
Round Rock Advisors LLC
N/A—1,085-1,085-100%$763.4K———
Western Wealth Management, LLC
N/A—1,065-1,065-100%$749.1K———
First Western Trust Bank
N/A—1,055-1,055-100%$742.0K———
Peak Planning Group, LLC
N/A—1,047-1,047-100%$736.1K———
WorthPointe, LLC
N/A—1,032-1,032-100%$725.8K———
Northstar Advisory Group, LLC
N/A—1,030-1,030-100%$724.4K———
Members Trust Co
N/A—1,030-1,030-100%$724.4K———
Range Advisory, LLC
N/A—1,016-1,016-100%$714.6K———
River Wealth Advisors LLC
N/A—1,015-1,015-100%$713.9K———
Connors Investor Services Inc
N/A—1,007-1,007-100%$708.3K———
AE Wealth Management LLC
N/A—1,002-1,002-100%$704.4K———
Mutual Advisors, LLC
N/A—994-994-100%$698.9K———
Broadview Financial Management, LLC
N/A—978-978-100%$688.0K———
Maren Capital LLC
N/A—964-964-100%$678.0K———
BSW Wealth Partners
N/A—956-956-100%$672.4K———
Smithfield Trust Co
N/A—955-955-100%$673.0K———
Avalon Trust Co
N/A—950-950-100%$668.2K———
HTG Investment Advisors, Inc.
N/A—940-940-100%$661.1K———
Modern Wealth Management, LLC
N/A—935-935-100%$657.4K———
First Trust Advisors LP
N/A—923-923-100%$649.2K———
Edgestream Partners, L.P.
N/A—894-894-100%$628.8K———
First Manhattan Co. Llc.
N/A—892-892-100%$628.9K———
Bragg Financial Advisors, Inc
N/A—892-892-100%$627.6K———
Sequent Asset Management, LLC
N/A—882-882-100%$620.3K———
Mitchell Mcleod Pugh & Williams Inc
N/A—881-881-100%$619.5K———
FWG Holdings, LLC
N/A—872-872-100%$602.2K———
Evernest Financial Advisors, LLC
N/A—871-871-100%$612.7K———
Naviter Wealth, LLC
N/A—866-866-100%$610.6K———
Advisors Capital Management, LLC
N/A—862-862-100%$606.3K———
United Bank
N/A—858-858-100%$603.5K———
IMA Advisory Services, Inc.
N/A—858-858-100%$603.5K———
Hirtle & Co., LLC
N/A—855-855-100%$601.4K———
Empower Advisory Group, LLC
N/A—836-836-100%$587.6K———
Monograph Wealth Advisors, LLC
N/A—835-835-100%$588.7K———
Principal Securities, Inc.
N/A—832-832-100%$585.5K———
Stillwater Capital Advisors, LLC
N/A—830-830-100%$583.8K———
Gamco Investors, Inc. ET AL
N/A—821-821-100%$577.4K———
Abound Financial, LLC
N/A—815-815-100%$573.2K———
Genesis Wealth Advisors, LLC
N/A—806-806-100%$566.9K———
Evolve Private Wealth, LLC
N/A—804-804-100%$566.8K———
Mairs & Power Inc
N/A—798-798-100%$561.4K———
Invenomic Capital Management LP
N/A—797-797-100%$560.6K———
Rehmann Capital Advisory Group
N/A—793-793-100%$558.4K———
Orleans Capital Management Corp
N/A—791-791-100%$556.3K———
One Charles Private Wealth Services, LLC
N/A—788-788-100%$554.4K———
Canal Capital Management, LLC
N/A—787-787-100%$553.5K———
Objectivity Squared, LLC
N/A—785-785-100%$552.0K———
Roehl & Yi Investment Advisors, LLC
N/A—764-764-100%$537.4K———
UBS Asset Management Americas LLC
N/A—761-761-100%$535.2K———
NewEdge Wealth, LLC
N/A—759-759-100%$533.9K———
Cardiff Park Advisors, LLC
N/A—759-759-100%$534.2K———
Maxele Advisors, LLC
N/A—758-758-100%$533.1K———
Strategic Wealth Partners, Ltd.
N/A—741-741-100%$521.0K———
Macquarie Group LTD
N/A—736-736-100%$517.7K———
PFG Investments, LLC
N/A—736-736-100%$517.4K———
Rodgers Brothers Inc.
N/A—725-725-100%$509.9K———
Harbour Investment Management LLC
N/A—719-719-100%$507.1K———
Field & Main Bank
N/A—714-714-100%$502.2K———
Gladstone Institutional Advisory LLC
N/A—706-706-100%$496.6K———
Napier Financial, LLC
N/A—705-705-100%$495.9K———
Ancora Advisors LLCA
N/A—705-705-100%$495.6K———
Brand Asset Management Group, Inc.
N/A—693-693-100%$487.4K———
JDM Financial Group LLC
N/A—689-689-100%$484.6K———
Arrowroot Family Office, LLC
N/A—687-687-100%$483.2K———
CM Wealth Advisors LLC
N/A—685-685-100%$483.0K———
Capital Advisors Inc
N/A—683-683-100%$480.4K———
Colonial Trust Co / SC
N/A—681-681-100%$478.7K———
Koss-Olinger Consulting, LLC
N/A—674-674-100%$473.7K———
McMillan Office, Inc.
N/A—670-670-100%$471.2K———
First Financial Bankshares Inc
N/A—654-654-100%$460.0K———
Cannell & Spears LLC
N/A—650-650-100%$457.2K———
Colter Lewis Investment Partners LLC
N/A—640-640-100%$451.2K———
Octavia Wealth Advisors, LLC
N/A—631-631-100%$444.9K———
Pgim Custom Harvest LLC
N/A—627-627-100%$441.0K———
Aberdeen Wealth Management LLC
N/A—621-621-100%$436.8K———
Ruggaard & Associates LLC
N/A—613-613-100%$431.1K———
Astoria Portfolio Advisors Llc.
N/A—609-609-100%$428.3K———
Prosperity Consulting Group, LLC
N/A—606-606-100%$426.2K———
Corsair Capital Management, L.P.
N/A—597-597-100%$419.9K———
Meeder Advisory Services, Inc.
N/A—589-589-100%$414.3K———
Northeast Planning Associates, Inc. / NH /
N/A—570-570-100%$400.9K———
Beacon Bridge Wealth Partners, LLC
N/A—564-564-100%$396.7K———
Bridges Investment Management Inc
N/A—563-563-100%$396.0K———
Jennison Associates LLC
N/A—561-561-100%$394.8K———
Seascape Capital Management
N/A—560-560-100%$394.0K———
Empirical Asset Management, LLC
N/A—545-545-100%$383.6K———
ArborFi Advisors, LLC
N/A—541-541-100%$380.5K———
Bouchey Financial Group, Ltd.
N/A—536-536-100%$377.9K———
Heritage Trust Co
N/A—535-535-100%$376.3K———
Counterweight Ventures, LLC
N/A—522-522-100%$367.1K———
Libra Wealth LLC
N/A—515-515-100%$362.2K———
Novare Capital Management LLC
N/A—513-513-100%$360.8K———
Medallion Wealth Advisors, LLC
N/A—511-511-100%$359.8K———
Roundview Capital LLC
N/A—492-492-100%$346.0K———
Granite Harbor Advisors, Inc.
N/A—479-479-100%$336.7K———
Stonebrook Private Inc.
N/A—475-475-100%$334.1K———
National Bank of Canada
N/A—473-473-100%$332.6K———
Resources Management Corp
N/A—466-466-100%$327.8K———
SouthState Bank Corp
N/A—463-463-100%$325.6K———
WealthTrust Axiom LLC
N/A—462-462-100%$325.2K———
Jaffetilchin Investment Partners, LLC
N/A—457-457-100%$321.7K———
Generation Capital Management LLC
N/A—455-455-100%$320.0K———
Fourth Dimension Wealth, LLC
N/A—445-445-100%$313.0K———
Cvfg LLC
N/A—445-445-100%$313.2K———
Oder Investment Management, LLC
N/A—443-443-100%$311.6K———
Trexquant Investment LP
N/A—442-442-100%$310.9K———
Zacks Investment Management
N/A—442-442-100%$311.2K———
Vision Retirement, LLC
N/A—436-436-100%$306.8K———
Samara Investment Management, LLC
N/A—436-436-100%$306.7K———
Northstar Asset Management Inc
N/A—435-435-100%$306.0K———
Per Stirling Capital Management, Llc.
N/A—431-431-100%$303.5K———
Strategic Financial Concepts, LLC
N/A—427-427-100%$300.7K———
Lowery Thomas, LLC
N/A—422-422-100%$296.5K———
Bogart Wealth, LLC
N/A—422-422-100%$296.8K———
Keel Point, LLC
N/A—401-401-100%$281.9K———
Fortis Capital Management LLC
N/A—400-400-100%$281.3K———
STG Securities, LLC
N/A—396-396-100%$278.5K———
Federation des caisses Desjardins du Quebec
N/A—393-393-100%$276.4K———
Shufro Rose & Co LLC
N/A—387-387-100%$272.0K———
Private Capital Management, LLC
N/A—385-385-100%$270.8K———
Stonebridge Financial Group, LLC / MO
N/A—384-384-100%$270.1K———
Advisory Alpha, LLC
N/A—383-383-100%$269.7K———
Advyzon Investment Management, LLC
N/A—380-380-100%$267.4K———
Stokes Family Office, LLC
N/A—375-375-100%$263.8K———
Orion Capital Management LLC
N/A—374-374-100%$262.7K———
Team Hewins, LLC
N/A—373-373-100%$263.0K———
Paragon Capital Management LLC
N/A—372-372-100%$261.6K———
Magnolia Capital Advisors LLC
N/A—365-365-100%$256.7K———
Pursue Wealth Partners LLC
N/A—365-365-100%$256.7K———
WealthShield Partners, LLC
N/A—364-364-100%$256.6K———
First Foundation Advisors
N/A—363-363-100%$255.3K———
Tradition Wealth Management, LLC
N/A—361-361-100%$254.3K———
Sandy Cove Advisors, LLC
N/A—361-361-100%$253.9K———
Lumbard & Kellner, LLC
N/A—360-360-100%$253.2K———
Ruggiero Investments, Inc.
N/A—360-360-100%$253.2K———
Proficio Capital Partners LLC
N/A—353-353-100%$248.6K———
Clark Capital Management Group, Inc.
N/A—353-353-100%$248.3K———
American Capital Management Inc
N/A—353-353-100%$248.3K———
Kapstone Financial Advisors LLC
N/A—352-352-100%$247.6K———
Dimension Capital Management LLC
N/A—351-351-100%$246.9K———
Blackhill Capital Inc
N/A—351-351-100%$246.9K———
Syon Capital LLC
N/A—345-345-100%$242.7K———
Madden Advisory Services, Inc.
N/A—344-344-100%$241.9K———
One Capital Management, LLC
N/A—342-342-100%$211.5K———
Silicon Valley Capital Partners
N/A—338-338-100%$237.5K———
Madison Wealth Partners, Inc
N/A—330-330-100%$232.1K———
RiverFront Investment Group, LLC
N/A—330-330-100%$232.1K———
Guardian Wealth Advisors, LLC / NC
N/A—329-329-100%$231.6K———
Keebeck Wealth Management
N/A—329-329-100%$232.0K———
D L Carlson Investment Group Inc
N/A—328-328-100%$230.4K———
FourThought Financial Partners, LLC
N/A—325-325-100%$228.6K———
WNY Asset Management, LLC
N/A—324-324-100%$227.9K———
Mason & Associates Inc
N/A—319-319-100%$224.4K———
Vantus Wealth LLC
N/A—317-317-100%$223.0K———
Bcgm Wealth Management, LLC
N/A—312-312-100%$219.3K———
Shepherd Wealth Management Ltd Liability Co
N/A—310-310-100%$218.9K———
Geneos Wealth Management Inc.
N/A—305-305-100%$214.4K———
Beaird Harris Wealth Management, LLC
N/A—301-301-100%$211.7K———
Pingora Partners LLC
N/A—300-300-100%$211.0K———
Atlanta Consulting Group Advisors, LLC
N/A—300-300-100%$211.5K———
JT Stratford LLC
N/A—300-300-100%$211.0K———
Systematic Alpha Investments, LLC
N/A—300-300-100%$211.0K———
South Plains Financial, Inc.
N/A—298-298-100%$209.6K———
Everpar Advisors LLC
N/A—297-297-100%$208.9K———
NerdWallet Wealth Partners, LLC
N/A—293-293-100%$206.1K———
Alexander Labrunerie & Co., Inc.
N/A—292-292-100%$205.4K———
Integrity Wealth Solutions LLC
N/A—291-291-100%$204.9K———
Denver Wealth Management, Inc.
N/A—290-290-100%$204.0K———
IHT Wealth Management, LLC
N/A—288-288-100%$202.6K———
Fox Hill Wealth Management
N/A—286-286-100%$201.3K———
Chesapeake Wealth Management
N/A—285-285-100%$200.5K———
Providence Capital Advisors, LLC
N/A—270-270-100%$189.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—254-254-100%$178.9K———
Longview Financial Advisors LLC
N/A—244-244-100%$171.6K———
Tiaa Wealth Investment Management LLC
N/A—219-219-100%$152.8K———
Atlas Capital Advisors Inc.
N/A—217-217-100%$152.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—199-199-100%$140.2K———
Ameriflex Group, Inc.
N/A—176-176-100%$123.8K———
Bernard Wealth Management Corp.
N/A—169-169-100%$118.9K———
Vanguard Advisers Inc
N/A—156-156-100%$109.7K———
Strategic Investment Advisors / MI
N/A—150-150-100%$105.2K———
Thomas J. Herzfeld Advisors, Inc.
N/A—150-150-100%$105.5K———
Meramec Financial Planners, LLC
N/A—140-140-100%$97.0K———
HHM Wealth Advisors, LLC
N/A—138-138-100%$97.1K———
Pinney & Scofield, Inc.
N/A—134-134-100%$94.2K———
Sankala Group LLC
N/A—132-132-100%$93.4K———
Banque Cantonale Vaudoise
N/A—131-131-100%$92.0K———
Valor Advisors LLC
N/A—126-126-100%$88.8K———
Morgan Dempsey Capital Management LLC
N/A—125-125-100%$88.1K———
Truvestments Capital LLC
N/A—124-124-100%$87.2K———
Rothschild Investment LLC
N/A—121-121-100%$85.3K———
S&T Bank
N/A—120-120-100%$84.4K———
Continuum Advisory, LLC
N/A—116-116-100%$81.6K———
Centennial Bank
N/A—110-110-100%$77.4K———
Hantz Financial Services, Inc.
N/A—100-100-100%$70.0K———
Anchor Investment Management, LLC
N/A—100-100-100%$70.3K———
Security National Bank of Sioux City Iowa
N/A—100-100-100%$70.3K———
Parvin Asset Management, LLC
N/A—100-100-100%$70.3K———
1 North Wealth Services LLC
N/A—98-98-100%$68.9K———
Smartleaf Asset Management LLC
N/A—88-88-100%$61.4K———
LRI Investments, LLC
N/A—87-87-100%$61.2K———
Tripletail Wealth Management, LLC
N/A—82-82-100%$56.9K———
Highland Investment Advisors LLC
N/A—81-81-100%$57.1K———
Bollard Group LLC
N/A—80-80-100%$56.0K———
Monetary Management Group Inc
N/A—80-80-100%$56.3K———
Synergy Investment Management, LLC
N/A—77-77-100%$54.5K———
Mpwm Advisory Solutions, LLC
N/A—70-70-100%$49.2K———
ST Germain D J Co Inc
N/A—70-70-100%$49.2K———
CoreFirst Bank & Trust
N/A—70-70-100%$49.2K———
Marshall Investment Management, LLC
N/A—61-61-100%$42.9K———
N.E.W. Advisory Services LLC
N/A—57-57-100%$40.0K———
Rogco, LP
N/A—55-55-100%$38.7K———
Cbiz Investment Advisory Services, LLC
N/A—50-50-100%$31.1K———
Hollencrest Capital Management
N/A—50-50-100%$35.4K———
Colonial Trust Advisors
N/A—50-50-100%$35.2K———
PlanVest Financial, Inc
N/A—47-47-100%$33.3K———
Alerus Financial NA
N/A—47-47-100%$33.1K———
TD Capital Management LLC
N/A—46-46-100%$32.0K———
Group One Trading LLC
N/A—41-41-100%$28.8K———
SHP Wealth Management
N/A—37-37-100%$26.0K———
Webster Bank, N. A.
N/A—35-35-100%$24.6K———
Steigerwald, Gordon & Koch Inc.
N/A—30-30-100%$21.1K———
Consultiva Wealth Management, Corp.
N/A—28-28-100%$19.7K———
Capital Analysts, LLC
N/A—23-23-100%$16———
CVA Family Office, LLC
N/A—23-23-100%$16.2K———
Nova Wealth Management, Inc.
N/A—15-15-100%$10.6K———
Dunhill Financial, LLC
N/A—14-14-100%$9.8K———
Roble, Belko & Company, Inc
N/A—11-11-100%$8———
Timmons Wealth Management, LLC
N/A—9-9-100%$6.2K———
Caldwell Sutter Capital, Inc.
N/A—7-7-100%$4.9K———
Heritage Wealth Advisors
N/A—5-5-100%$3.5K———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$703———
Cary Street Partners Investment Advisory LLC
N/A—1-1-100%$703———
Showing 1593 of 1593 institutions