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SS Spdr P S&P 600 Small Cap (SPSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares5,209,244 from 5,022,048
Change+187,196 (+4%)
Value$275.4M (-$14.3M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares2,743,375 from 2,776,196
Change-32,821 (-1%)
Value$145.0M (-$15.1M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares2,049,339 from 1,239,772
Change+809,567 (+65%)
Value$108.3M (+$36.8M)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,873,855 from 1,920,706
Change-46,851 (-2%)
Value$99.1M (-$11.7M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares1,849,842 from 1,776,135
Change+73,707 (+4%)
Value$97.8M (-$4.6M)
Filed 2026-10-21
Crestwood Advisors Group, LLC
DECREASED
Shares1,734,274 from 1,742,537
Change-8,263 (0%)
Value$91.7M (-$8.8M)
Filed 2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED
Shares1,205,117 from 1,222,487
Change-17,370 (-1%)
Value$63.7M (-$6.8M)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares1,151,233 from 986,910
Change+164,323 (+17%)
Value$60.9M (+$3.9M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares1,030,170 from 1,009,258
Change+20,912 (+2%)
Value$54.5M (-$3.7M)
Filed 2026-11-02
Midland Wealth Advisors, LLC
DECREASED
Shares955,051 from 959,196
Change-4,145 (0%)
Value$50.5M (-$4.8M)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares930,197 from 818,472
Change+111,725 (+14%)
Value$49.2M (+$2.0M)
Filed 2026-11-05
One Day In July LLC
INCREASED
Shares840,472 from 804,494
Change+35,978 (+4%)
Value$44.4M (-$2.0M)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
INCREASED
Shares838,842 from 833,994
Change+4,848 (+1%)
Value$44.3M (-$3.8M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares744,667 from 744,666
Change+1 (0%)
Value$39.4M (-$3.6M)
Filed 2026-10-30
Greenleaf Trust
INCREASED
Shares704,971 from 668,396
Change+36,575 (+5%)
Value$37.3M (-$1.3M)
Filed 2026-10-29
Vicus Capital
INCREASED
Shares698,030 from 684,168
Change+13,862 (+2%)
Value$36.9M (-$2.6M)
Filed 2026-11-05
Peterson Wealth Advisors, LLC
INCREASED
Shares688,151 from 667,839
Change+20,312 (+3%)
Value$36.4M (-$2.1M)
Filed 2026-10-08
Fund Evaluation Group, LLC
INCREASED
Shares666,033 from 374,838
Change+291,195 (+78%)
Value$35.2M (+$13.6M)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares658,787 from 593,853
Change+64,934 (+11%)
Value$34.8M (+$576.0K)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares644,330 from 643,758
Change+572 (+0%)
Value$34.1M (-$3.1M)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares603,011 from 583,514
Change+19,497 (+3%)
Value$31.9M (-$1.8M)
Filed 2026-11-05
TSG Advice Partners, LLC
NEW
Shares602,540
Change+602,540
Value$34.7M
Filed 2026-10-29
AlphaStar Capital Management, LLC
INCREASED
Shares578,526 from 521,139
Change+57,387 (+11%)
Value$30.6M (+$526.8K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares560,773 from 558,732
Change+2,041 (+0%)
Value$29.6M (-$2.6M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares506,931 from 542,432
Change-35,501 (-7%)
Value$26.8K (-$31.3M)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED
Shares461,054 from 461,770
Change-716 (0%)
Value$24.4M (-$2.3M)
Filed 2026-10-22
KWB Wealth
INCREASED
Shares453,296 from 452,815
Change+481 (+0%)
Value$24.0M (-$2.2M)
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares451,181 from 434,336
Change+16,845 (+4%)
Value$23.8M (-$1.2M)
Filed 2026-10-28
Greenwood Gearhart LLC
NEW
Shares439,622
Change+439,622
Value$23.2M
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares433,057 from 425,872
Change+7,185 (+2%)
Value$22.9M (-$1.7M)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares403,997 from 384,139
Change+19,858 (+5%)
Value$21.5M (-$189.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares403,997 from 384,139
Change+19,858 (+5%)
Value$21.5M (-$189.2K)
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares396,530 from 376,221
Change+20,309 (+5%)
Value$21.0M (-$736.1K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares381,735 from 377,072
Change+4,663 (+1%)
Value$20.2M (-$1.6M)
Filed 2026-10-26
SilverOak Wealth Management LLC
INCREASED
Shares378,187 from 296,937
Change+81,250 (+27%)
Value$20.0M (+$2.9M)
Filed 2026-10-29
Boston Standard Wealth Management, LLC
DECREASED
Shares376,161 from 376,832
Change-671 (0%)
Value$19.9M (-$1.9M)
Filed 2026-10-07
Evermay Wealth Management LLC
INCREASED
Shares359,732 from 349,702
Change+10,030 (+3%)
Value$19.0M (-$1.2M)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares357,986 from 374,702
Change-16,716 (-4%)
Value$18.9M (-$2.7M)
Filed 2026-11-04
Atlas Private Wealth Advisors
INCREASED
Shares352,785 from 351,572
Change+1,213 (+0%)
Value$18.6M (-$1.6M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares351,967 from 345,538
Change+6,429 (+2%)
Value$18.5M (-$841.8K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares345,592 from 289,724
Change+55,868 (+19%)
Value$18.3M (+$1.6M)
Filed 2026-10-22
Cahaba Wealth Management, Inc.
DECREASED
Shares325,670 from 328,118
Change-2,448 (-1%)
Value$17.2M (-$1.7M)
Filed 2026-10-26
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares314,362 from 301,836
Change+12,526 (+4%)
Value$16.6M (-$789.7K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares311,466 from 312,928
Change-1,462 (0%)
Value$16.5M (-$1.6M)
Filed 2026-11-05
Carroll Advisory Group, LLC
INCREASED
Shares308,325 from 300,371
Change+7,954 (+3%)
Value$16.3M (-$1.0M)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
INCREASED
Shares304,807 from 275,949
Change+28,858 (+10%)
Value$16.1M (+$198.1K)
Filed 2026-10-09
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares303,500 from 314,283
Change-10,783 (-3%)
Value$16.0M (-$2.1M)
Filed 2026-11-03
Foguth Wealth Management, Llc.
DECREASED
Shares301,977 from 323,245
Change-21,268 (-7%)
Value$16.0M (-$2.3M)
Filed 2026-10-19
Windsor Capital Management, LLC
INCREASED
Shares299,833 from 291,056
Change+8,777 (+3%)
Value$15.8M (-$936.1K)
Filed 2026-10-13
Savant Capital, LLC
DECREASED
Shares293,321 from 605,173
Change-311,852 (-52%)
Value$15.5M (-$16.5M)
Filed 2026-11-06
Financial Insights, Inc.
INCREASED
Shares292,432 from 278,497
Change+13,935 (+5%)
Value$15.5M (-$603.0K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares292,048 from 366,031
Change-73,983 (-20%)
Value$15.4K (-$21.1M)
Filed 2026-10-26
Klaas Financial Asset Advisors, LLC
INCREASED
Shares291,685 from 287,054
Change+4,631 (+2%)
Value$15.4M (-$1.1M)
Filed 2026-10-19
Financial Security Advisor, Inc.
DECREASED
Shares280,220 from 299,696
Change-19,476 (-6%)
Value$14.8M (-$2.5M)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares279,525 from 267,153
Change+12,372 (+5%)
Value$14.8M (-$631.0K)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares270,597 from 272,291
Change-1,694 (-1%)
Value$14.3M (-$1.4M)
Filed 2026-10-20
Allen Capital Group, LLC
DECREASED
Shares261,384 from 421,001
Change-159,617 (-38%)
Value$13.8M (-$10.5M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares259,828 from 257,878
Change+1,950 (+1%)
Value$13.7M (-$1.1M)
Filed 2026-11-02
True Blue Financial, LLC
INCREASED
Shares251,912 from 182,168
Change+69,744 (+38%)
Value$13.3M (+$2.8M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares240,369 from 240,748
Change-379 (0%)
Value$12.7M (-$1.2M)
Filed 2026-10-08
Tortoise Investment Management, LLC
INCREASED
Shares235,728 from 235,466
Change+262 (+0%)
Value$12.5M (-$1.1M)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares206,216 from 162,268
Change+43,948 (+27%)
Value$10.9M (+$1.5M)
Filed 2026-10-20
Waller Financial Planning Group, Inc
DECREASED
Shares201,879 from 210,367
Change-8,488 (-4%)
Value$10.7M (-$1.5M)
Filed 2026-10-07
Syntegra Private Wealth Group, LLC
DECREASED
Shares201,317 from 206,219
Change-4,902 (-2%)
Value$10.6M (-$1.3M)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares198,298 from 73,993
Change+124,305 (+168%)
Value$10.5M (+$6.2M)
Filed 2026-11-04
Bensler, LLC
INCREASED
Shares195,864 from 177,837
Change+18,027 (+10%)
Value$10.4M (+$97.5K)
Filed 2026-11-05
Private Wealth Group, LLC
INCREASED
Shares188,740 from 183,563
Change+5,177 (+3%)
Value$10.0M (-$609.3K)
Filed 2026-10-19
Paulson Wealth Management Inc.
INCREASED
Shares182,161 from 156,527
Change+25,634 (+16%)
Value$9.6M (+$602.1K)
Filed 2026-11-02
International City Management Association Retirement Corp
UNCHANGED
Shares180,591 from 180,591
Change0 (0%)
Value$9.5M (-$868.6K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares179,586 from 166,527
Change+13,059 (+8%)
Value$9.5M (-$110.7K)
Filed 2026-10-13
RVW Wealth, LLC
DECREASED
Shares174,333 from 174,960
Change-627 (0%)
Value$9.2M (-$874.7K)
Filed 2026-10-06
Arkansas Financial Group, Inc.
INCREASED
Shares165,985 from 163,513
Change+2,472 (+2%)
Value$8.8M (-$655.8K)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares158,559 from 147,367
Change+11,192 (+8%)
Value$8.4M (-$117.2K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares155,982 from 121,830
Change+34,152 (+28%)
Value$8.2M (+$1.2M)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares153,265 from 126,801
Change+26,464 (+21%)
Value$8.1M (+$789.0K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
DECREASED
Shares150,608 from 153,397
Change-2,789 (-2%)
Value$8.0M (-$885.3K)
Filed 2026-10-23
Warren Street Wealth Advisors, LLC
DECREASED
Shares144,211 from 151,036
Change-6,825 (-5%)
Value$7.6M (-$1.1M)
Filed 2026-11-04
Jnba Financial Advisors
DECREASED
Shares142,664 from 148,319
Change-5,655 (-4%)
Value$7.5M (-$1.0M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares141,254 from 139,209
Change+2,045 (+1%)
Value$7.5M (-$561.5K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares127,179 from 126,502
Change+677 (+1%)
Value$6.7M (-$572.7K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares127,129 from 128,109
Change-980 (-1%)
Value$6.7M (-$668.0K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares122,816 from 160,378
Change-37,562 (-23%)
Value$6.5M (-$2.8M)
Filed 2026-10-14
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares121,585 from 127,585
Change-6,000 (-5%)
Value$6.4K (-$7.4M)
Filed 2026-10-22
Buska Wealth Management, LLC
INCREASED
Shares120,913 from 4,226
Change+116,687 (+2761%)
Value$6.4M (+$6.1M)
Filed 2026-10-08
XY Planning Network, Inc.
INCREASED
Shares117,622 from 116,659
Change+963 (+1%)
Value$6.2M (-$510.1K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares116,715 from 119,998
Change-3,283 (-3%)
Value$6.2M (-$750.7K)
Filed 2026-10-29
Leslie Global Wealth, LLC
DECREASED
Shares116,064 from 118,813
Change-2,749 (-2%)
Value$6.1M (-$716.8K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares115,733 from 208,138
Change-92,405 (-44%)
Value$6.1K (-$12.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares115,700 from 108,300
Change+7,400 (+7%)
Value$6.1M (-$129.8K)
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares113,137 from 113,218
Change-81 (0%)
Value$6.0M (-$548.9K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares112,810 from 120,105
Change-7,295 (-6%)
Value$6.0M (-$963.4K)
Filed 2026-11-04
Richmond Investment Services, LLC
DECREASED
Shares111,943 from 113,750
Change-1,807 (-2%)
Value$5.9M (-$642.7K)
Filed 2026-10-29
Colton Groome Financial Advisors, LLC
INCREASED
Shares108,955 from 103,019
Change+5,936 (+6%)
Value$5.8M (-$181.7K)
Filed 2026-10-06
CFS Investment Advisory Services, LLC
INCREASED
Shares107,699 from 98,000
Change+9,699 (+10%)
Value$5.8M (+$233.6K)
Filed 2026-10-19
626 Financial, LLC
INCREASED
Shares106,841 from 106,726
Change+115 (+0%)
Value$5.6M (-$507.3K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares105,298 from 97,507
Change+7,791 (+8%)
Value$5.6M (-$57.2K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares104,967 from 99,748
Change+5,219 (+5%)
Value$5.5M (-$203.9K)
Filed 2026-11-05
Landmark Wealth Management, Inc.
DECREASED
Shares104,836 from 106,788
Change-1,952 (-2%)
Value$5.5M (-$616.8K)
Filed 2026-11-04
Hibernia Wealth Partners, LLC
INCREASED
Shares98,227 from 95,843
Change+2,384 (+2%)
Value$5.2M (-$334.9K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
INCREASED
Shares97,092 from 96,974
Change+118 (+0%)
Value$5.1M (-$460.2K)
Filed 2026-10-15
Roan Capital Partners
INCREASED
Shares94,124 from 89,040
Change+5,084 (+6%)
Value$5.0M (-$159.6K)
Filed 2026-10-09
Rainier Family Wealth Inc
INCREASED
Shares93,824 from 90,552
Change+3,272 (+4%)
Value$5.0M (-$262.6K)
Filed 2026-11-02
Wealth Advisory Solutions, LLC
DECREASED
Shares92,685 from 95,161
Change-2,476 (-3%)
Value$4.9M (-$588.6K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares92,255 from 76,224
Change+16,031 (+21%)
Value$4.9M (+$480.8K)
Filed 2026-10-19
Ddfg, Inc
INCREASED
Shares91,682 from 89,254
Change+2,428 (+3%)
Value$4.8M (-$301.0K)
Filed 2026-10-15
Wealth Management Resources, Inc.
DECREASED
Shares90,987 from 95,030
Change-4,043 (-4%)
Value$4.8M (-$670.8K)
Filed 2026-10-21
SeedSafe Financial LLC
DECREASED
Shares90,948 from 92,228
Change-1,280 (-1%)
Value$4.8M (-$500.8K)
Filed 2026-11-02
Retiremitten Financial LLC
INCREASED
Shares90,828 from 86,282
Change+4,546 (+5%)
Value$4.9M (-$41.2K)
Filed 2026-11-05
Meitav Investment House LTD
DECREASED
Shares90,000 from 109,500
Change-19,500 (-18%)
Value$4.8M (-$1.6M)
Filed 2026-10-28
Pachira Investments Inc.
DECREASED
Shares89,535 from 97,542
Change-8,007 (-8%)
Value$4.7M (-$892.4K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares85,134 from 57,045
Change+28,089 (+49%)
Value$4.5M (+$1.2M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares84,307 from 84,568
Change-261 (0%)
Value$4.5M (-$420.6K)
Filed 2026-11-03
Aspire Private Capital, LLC
DECREASED
Shares84,093 from 86,620
Change-2,527 (-3%)
Value$4.4M (-$550.2K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares83,676 from 79,969
Change+3,707 (+5%)
Value$4.4M (-$188.7K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares82,765 from 72,509
Change+10,256 (+14%)
Value$4.4M (+$209.0K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares82,361 from 75,537
Change+6,824 (+9%)
Value$4.4M (-$2.6K)
Filed 2026-10-16
Shum Financial Group, Inc.
DECREASED
Shares82,120 from 94,534
Change-12,414 (-13%)
Value$4.3M (-$1.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares80,924 from 78,604
Change+2,320 (+3%)
Value$4.3M (-$79.0K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares78,152 from 85,061
Change-6,909 (-8%)
Value$4.1M (-$774.3K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares77,499 from 74,675
Change+2,824 (+4%)
Value$4.1M (-$209.9K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED
Shares77,492 from 79,744
Change-2,252 (-3%)
Value$10.5M (-$1.3M)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares76,743 from 76,480
Change+263 (+0%)
Value$4.1M (-$354.0K)
Filed 2026-10-23
Legacy Solutions, LLC
INCREASED
Shares76,690 from 74,735
Change+1,955 (+3%)
Value$4.1M (-$256.1K)
Filed 2026-10-07
Jacobi Capital Management LLC
INCREASED
Shares76,548 from 74,053
Change+2,495 (+3%)
Value$4.0M (-$224.3K)
Filed 2026-11-05
Compass Wealth Management LLC
DECREASED
Shares73,092 from 77,747
Change-4,655 (-6%)
Value$3.9M (-$620.0K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares72,217 from 73,090
Change-873 (-1%)
Value$4.0M (-$228.7K)
Filed 2026-10-30
Stablepoint Partners, LLC
INCREASED
Shares70,984 from 61,245
Change+9,739 (+16%)
Value$3.8M (+$220.2K)
Filed 2026-11-03
G&S Capital LLC
DECREASED
Shares69,289 from 71,610
Change-2,321 (-3%)
Value$3.7M (-$467.1K)
Filed 2026-10-23
Opal Wealth Advisors, LLC
INCREASED
Shares69,146 from 65,667
Change+3,479 (+5%)
Value$3.7M (-$131.9K)
Filed 2026-10-16
Meridian Financial Advisors, LLC
INCREASED
Shares68,202 from 67,352
Change+850 (+1%)
Value$3.6M (-$279.0K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares67,764 from 67,061
Change+703 (+1%)
Value$3.6M (-$278.9K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares66,969 from 68,806
Change-1,837 (-3%)
Value$3.5M (-$428.1K)
Filed 2026-11-04
Nottingham Advisors, Inc.
DECREASED
Shares66,905 from 117,178
Change-50,273 (-43%)
Value$3.6M (-$3.6M)
Filed 2026-10-29
Sherman Asset Management, Inc.
DECREASED
Shares66,809 from 66,875
Change-66 (0%)
Value$3.5M (-$325.2K)
Filed 2026-11-05
Pecaut & Co.
INCREASED
Shares66,471 from 66,143
Change+328 (+1%)
Value$3.5M (-$300.8K)
Filed 2026-10-27
Blueprint Investment Partners LLC
DECREASED
Shares66,313 from 78,269
Change-11,956 (-15%)
Value$3.5M (-$1.0M)
Filed 2026-10-28
Annex Advisory Services, LLC
INCREASED
Shares66,306 from 65,272
Change+1,034 (+2%)
Value$3.5M (-$259.3K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares66,117 from 65,762
Change+355 (+1%)
Value$3.5M (-$297.6K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares65,920 from 64,529
Change+1,391 (+2%)
Value$3.5M (-$236.9K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares64,916 from 67,148
Change-2,232 (-3%)
Value$3.4M (-$441.0K)
Filed 2026-11-05
RMR Capital Management, LLC
INCREASED
Shares64,911 from 63,792
Change+1,119 (+2%)
Value$3.4M (-$247.7K)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
DECREASED
Shares64,565 from 64,971
Change-406 (-1%)
Value$3.4M (-$334.0K)
Filed 2026-10-21
Summit Global Investments
INCREASED
Shares64,440 from 61,830
Change+2,610 (+4%)
Value$3.4K (-$3.6M)
Filed 2026-10-28
CFM Wealth Partners LLC
INCREASED
Shares64,245 from 60,421
Change+3,824 (+6%)
Value$3.4M (-$88.5K)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares63,637 from 62,732
Change+905 (+1%)
Value$3.4M (-$253.9K)
Filed 2026-10-28
Bill Few Associates, Inc.
INCREASED
Shares63,474 from 60,462
Change+3,012 (+5%)
Value$3.4M (-$131.6K)
Filed 2026-10-09
Clarus Wealth Advisors
INCREASED
Shares62,999 from 61,551
Change+1,448 (+2%)
Value$3.4M (-$71.6K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares61,632 from 85,238
Change-23,606 (-28%)
Value$3.3M (-$1.7M)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares61,055 from 73,118
Change-12,063 (-16%)
Value$3.2M (-$989.3K)
Filed 2026-10-28
Destiny Capital Corp
DECREASED
Shares61,019 from 61,436
Change-417 (-1%)
Value$3.2M (-$317.6K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED
Shares60,519 from 60,630
Change-111 (0%)
Value$3.2M (-$297.5K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares60,224 from 56,054
Change+4,170 (+7%)
Value$3.2M (-$49.2K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares59,648 from 53,817
Change+5,831 (+11%)
Value$3.2M (+$49.4K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares59,373 from 56,416
Change+2,957 (+5%)
Value$3.1M (-$115.1K)
Filed 2026-10-28
Lanark Financial, Inc.
INCREASED
Shares59,278 from 53,447
Change+5,831 (+11%)
Value$3.1M (+$51.1K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED
Shares57,993 from 69,228
Change-11,235 (-16%)
Value$3.1M (-$926.9K)
Filed 2026-10-29
Northwest Wealth Advisors, LLC
INCREASED
Shares57,347 from 45,081
Change+12,266 (+27%)
Value$3.0M (+$431.5K)
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares57,325 from 57,325
Change0 (0%)
Value$3.0K (-$276)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares56,921 from 56,887
Change+34 (+0%)
Value$3.0M (-$271.8K)
Filed 2026-10-20
Midwest Financial Network, LLC
INCREASED
Shares56,472 from 50,612
Change+5,860 (+12%)
Value$3.0M (+$66.1K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares56,100 from 55,849
Change+251 (+0%)
Value$3.0M (-$255.3K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
DECREASED
Shares55,815 from 58,714
Change-2,899 (-5%)
Value$3.0M (-$435.6K)
Filed 2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares55,446 from 55,631
Change-185 (0%)
Value$2.9M (-$277.3K)
Filed 2026-10-28
Fire Capital Management LLC
NEW
Shares54,504
Change+54,504
Value$2.9M
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares53,945 from 51,837
Change+2,108 (+4%)
Value$2.9M (-$137.9K)
Filed 2026-10-28
Marathon Strategic Advisors, LLC
DECREASED
Shares53,193 from 56,146
Change-2,953 (-5%)
Value$2.8M (-$426.1K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares52,604 from 52,560
Change+44 (+0%)
Value$2.8M (-$250.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares52,524 from 50,823
Change+1,701 (+3%)
Value$2.8M (-$165.6K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares50,564 from 51,008
Change-444 (-1%)
Value$2.7M (-$268.8K)
Filed 2026-10-21
Semitam Bonam LLC
INCREASED
Shares50,433 from 48,568
Change+1,865 (+4%)
Value$2.7M (-$135.0K)
Filed 2026-10-27
Tandem Investment Partners LLC
DECREASED
Shares47,650 from 47,875
Change-225 (0%)
Value$2.5M (-$242.2K)
Filed 2026-10-16
AGH Wealth Advisors, LLC
INCREASED
Shares47,421 from 46,963
Change+458 (+1%)
Value$2.5M (-$201.4K)
Filed 2026-10-26
Ironwood Wealth Management, Llc.
DECREASED
Shares46,909 from 51,932
Change-5,023 (-10%)
Value$2.5M (-$515.3K)
Filed 2026-10-28
Wealthcare Capital Management LLC
DECREASED
Shares46,524 from 55,587
Change-9,063 (-16%)
Value$2.5M (-$746.4K)
Filed 2026-10-21
Integrity Alliance, Llc.
DECREASED
Shares46,396 from 48,979
Change-2,583 (-5%)
Value$2.5M (-$372.2K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares45,286 from 71,255
Change-25,969 (-36%)
Value$2.4M (-$1.7M)
Filed 2026-10-16
Bluesphere Advisors LLC
INCREASED
Shares44,564 from 44,164
Change+400 (+1%)
Value$2.4M (-$191.3K)
Filed 2026-10-19
ARS Investment Partners, LLC
INCREASED
Shares44,419 from 43,115
Change+1,304 (+3%)
Value$2.3M (-$138.4K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares43,655 from 43,506
Change+149 (+0%)
Value$2.3M (-$177.0K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares43,611 from 36,242
Change+7,369 (+20%)
Value$2.3M (+$215.2K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
DECREASED
Shares43,316 from 43,694
Change-378 (-1%)
Value$2.3M (-$178.8K)
Filed 2026-10-13
Shoker Investment Counsel, Inc.
INCREASED
Shares42,842 from 39,661
Change+3,181 (+8%)
Value$2.3M (-$22.6K)
Filed 2026-11-04
IFG Advisors, LLC
DECREASED
Shares42,739 from 44,529
Change-1,790 (-4%)
Value$2.3M (-$308.8K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares42,528 from 16,068
Change+26,460 (+165%)
Value$2.2M (+$1.3M)
Filed 2026-10-28
Defined Wealth Management, LLC
DECREASED
Shares42,514 from 42,632
Change-118 (0%)
Value$2.2M (-$211.3K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares41,847 from 44,685
Change-2,838 (-6%)
Value$2.2M (-$365.0K)
Filed 2026-10-19
Blue Fin Capital, Inc.
INCREASED
Shares41,530 from 40,583
Change+947 (+2%)
Value$2.2M (-$145.1K)
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares41,200 from 40,004
Change+1,196 (+3%)
Value$2.2M (-$129.2K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares40,953 from 44,546
Change-3,593 (-8%)
Value$2.2M (-$404.2K)
Filed 2026-11-02
Stone Summit Wealth LLC
DECREASED
Shares39,944 from 41,971
Change-2,027 (-5%)
Value$2.1M (-$309.1K)
Filed 2026-10-14
Towercrest Capital Management
DECREASED
Shares39,110 from 42,686
Change-3,576 (-8%)
Value$2.1M (-$394.4K)
Filed 2026-10-23
Fortitude Family Office, LLC
DECREASED
Shares38,208 from 39,608
Change-1,400 (-4%)
Value$2.0M (-$264.5K)
Filed 2026-10-14
NovaPoint Capital, LLC
DECREASED
Shares38,137 from 42,751
Change-4,614 (-11%)
Value$2.0M (-$449.5K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares36,199 from 36,624
Change-425 (-1%)
Value$1.9M (-$198.6K)
Filed 2026-10-08
Crescent Grove Advisors, LLC
DECREASED
Shares35,980 from 36,402
Change-422 (-1%)
Value$1.9M (-$197.4K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares35,954 from 30,594
Change+5,360 (+18%)
Value$1.9M (+$136.2K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares35,706 from 35,014
Change+692 (+2%)
Value$1.9M (-$131.9K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares34,657 from 36,561
Change-1,904 (-5%)
Value$1.8M (-$276.5K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
INCREASED
Shares34,569 from 27,209
Change+7,360 (+27%)
Value$1.8M (+$258.2K)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
DECREASED
Shares33,278 from 33,948
Change-670 (-2%)
Value$1.8M (-$198.7K)
Filed 2026-10-16
TKG Advisors, LLC
INCREASED
Shares32,797 from 32,653
Change+144 (+0%)
Value$1.7M (-$149.4K)
Filed 2026-11-02
Phillip James Consulting Co.
DECREASED
Shares32,748 from 35,962
Change-3,214 (-9%)
Value$1.7M (-$342.9K)
Filed 2026-11-03
Convergence Financial, LLC
NEW
Shares32,491
Change+32,491
Value$1.7M
Filed 2026-10-27
Lunt Capital Management, Inc.
DECREASED
Shares31,387 from 39,361
Change-7,974 (-20%)
Value$1.7M (-$610.8K)
Filed 2026-10-30
MBM Wealth Consultants, LLC
INCREASED
Shares31,266 from 31,187
Change+79 (+0%)
Value$1.7M (-$145.8K)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares31,012 from 32,008
Change-996 (-3%)
Value$1.6M (-$206.6K)
Filed 2026-10-06
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares30,891 from 31,184
Change-293 (-1%)
Value$1.6M (-$165.5K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares30,185 from 36,012
Change-5,827 (-16%)
Value$1.6M (-$481.2K)
Filed 2026-10-21
FF Advisors,LLC
DECREASED
Shares30,121 from 30,132
Change-11 (0%)
Value$1.6M (-$145.5K)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares29,818 from 24,858
Change+4,960 (+20%)
Value$1.6M (+$142.6K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares29,800 from 27,103
Change+2,697 (+10%)
Value$1.6M (+$12.2K)
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares29,774 from 27,737
Change+2,037 (+7%)
Value$1.6M (-$25.7K)
Filed 2026-10-15
Blueprint Financial Advisors LLC
DECREASED
Shares29,552 from 41,613
Change-12,061 (-29%)
Value$1.6M (-$837.7K)
Filed 2026-10-28
River Street Advisors LLC
INCREASED
Shares29,394 from 29,126
Change+268 (+1%)
Value$1.6M (-$125.9K)
Filed 2026-10-22
Deltec Asset Management LLC
UNCHANGED
Shares29,330 from 29,330
Change0 (0%)
Value$1.6M (-$141.1K)
Filed 2026-10-26
Alliance Wealth Management Group
DECREASED
Shares29,196 from 32,540
Change-3,344 (-10%)
Value$1.5M (-$333.3K)
Filed 2026-10-29
Founders Financial Securities LLC
INCREASED
Shares28,923 from 16,587
Change+12,336 (+74%)
Value$1.5M (+$572.3K)
Filed 2026-10-28
South Shore Capital Advisors
INCREASED
Shares28,741 from 26,849
Change+1,892 (+7%)
Value$1.5M (-$29.1K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares28,290 from 29,584
Change-1,294 (-4%)
Value$1.5M (-$210.7K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares28,177 from 26,846
Change+1,331 (+5%)
Value$1.5M (-$58.8K)
Filed 2026-10-15
Navigation Group, LLC
INCREASED
Shares28,007 from 25,578
Change+2,429 (+10%)
Value$1.5M (+$5.4K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares27,934 from 27,934
Change0 (0%)
Value$1.5M (-$134.4K)
Filed 2026-10-27
Kroeger Financial Partners
DECREASED
Shares27,889 from 28,896
Change-1,007 (-3%)
Value$1.5M (-$192.2K)
Filed 2026-10-19
Bison Wealth, LLC
DECREASED
Shares27,566 from 29,606
Change-2,040 (-7%)
Value$1.5M (-$217.3K)
Filed 2026-10-13
Values Added Financial LLC
UNCHANGED
Shares27,153 from 27,153
Change0 (0%)
Value$1.4M (-$130.6K)
Filed 2026-10-28
Flynn Zito Capital Management, LLC
DECREASED
Shares26,924 from 27,864
Change-940 (-3%)
Value$1.4M (-$183.7K)
Filed 2026-11-04
Range Financial Group LLC
DECREASED
Shares25,917 from 26,652
Change-735 (-3%)
Value$1.4M (-$167.1K)
Filed 2026-10-21
Key FInancial Inc
DECREASED
Shares25,901 from 26,496
Change-595 (-2%)
Value$1.4M (-$158.9K)
Filed 2026-11-02
Breachway Investments LLC
INCREASED
Shares25,475 from 24,165
Change+1,310 (+5%)
Value$1.3M (-$47.0K)
Filed 2026-10-19
Ethic Inc.
INCREASED
Shares24,882 from 4,174
Change+20,708 (+496%)
Value$1.3M (+$1.1M)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares24,648 from 15,634
Change+9,014 (+58%)
Value$1.3M (+$401.3K)
Filed 2026-10-23
Wiregrass Investment Management LLC
INCREASED
Shares24,045 from 21,344
Change+2,701 (+13%)
Value$1.3M (+$40.1K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares23,961 from 20,668
Change+3,293 (+16%)
Value$1.3M (+$74.7K)
Filed 2026-10-28
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares23,768 from 24,248
Change-480 (-2%)
Value$1.3M (-$142.0K)
Filed 2026-10-08
Strategic Blueprint, LLC
DECREASED
Shares23,620 from 24,123
Change-503 (-2%)
Value$1.2M (-$142.7K)
Filed 2026-10-22
BlueChip Wealth Advisors LLC
INCREASED
Shares23,565 from 16,142
Change+7,423 (+46%)
Value$1.2M (+$314.7K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares23,475 from 24,239
Change-764 (-3%)
Value$1.2M (-$157.0K)
Filed 2026-10-30
Meridian Wealth Management, LLC
DECREASED
Shares23,088 from 24,834
Change-1,746 (-7%)
Value$1.2M (-$211.8K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares23,020 from 19,812
Change+3,208 (+16%)
Value$1.3M (+$112.7K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares22,982 from 22,719
Change+263 (+1%)
Value$1.2M (-$93.7K)
Filed 2026-11-05
Orin Green Financial, LLC
DECREASED
Shares22,906 from 23,502
Change-596 (-3%)
Value$1.2M (-$144.6K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares22,717 from 24,686
Change-1,969 (-8%)
Value$1.2M (-$222.8K)
Filed 2026-10-22
McMill Wealth Management
NEW
Shares22,566
Change+22,566
Value$1.2M
Filed 2026-11-05
SFG Wealth Management, Llc.
DECREASED
Shares22,233 from 22,314
Change-81 (0%)
Value$1.2M (-$111.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares22,097 from 40,150
Change-18,053 (-45%)
Value$1.2M (-$1.1M)
Filed 2026-10-13
Kagan Cocozza Asset Management
DECREASED
Shares21,068 from 24,743
Change-3,675 (-15%)
Value$1.1M (-$313.3K)
Filed 2026-10-19
Go Invest LLC
INCREASED
Shares20,603 from 20,273
Change+330 (+2%)
Value$1.1M (-$80.0K)
Filed 2026-10-09
Planning Strategies Inc.
DECREASED
Shares20,563 from 23,567
Change-3,004 (-13%)
Value$1.1M (-$272.1K)
Filed 2026-10-02
Sharkey, Howes & Javer
INCREASED
Shares20,553 from 20,540
Change+13 (+0%)
Value$1.1M (-$98.1K)
Filed 2026-10-22
Titleist Asset Management, LLC
INCREASED
Shares20,047 from 18,889
Change+1,158 (+6%)
Value$1.1M (-$29.6K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares19,956 from 18,222
Change+1,734 (+10%)
Value$1.1M (+$4.0K)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares19,750 from 18,911
Change+839 (+4%)
Value$1.0M (-$46.6K)
Filed 2026-10-20
Swmg, LLC
DECREASED
Shares19,675 from 20,261
Change-586 (-3%)
Value$1.1M (-$84.7K)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares19,581 from 17,075
Change+2,506 (+15%)
Value$1.0M (+$50.3K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
DECREASED
Shares19,144 from 24,225
Change-5,081 (-21%)
Value$1.0M (-$158.6K)
Filed 2026-10-13
Nikulski Financial, Inc.
DECREASED
Shares19,022 from 20,681
Change-1,659 (-8%)
Value$1.0M (-$187.2K)
Filed 2026-11-06
Delta Wealth Advisors LLC
DECREASED
Shares18,983 from 19,671
Change-688 (-3%)
Value$1.0M (-$130.9K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
INCREASED
Shares18,754 from 17,013
Change+1,741 (+10%)
Value$991.3K (+$10.2K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares18,641 from 19,594
Change-953 (-5%)
Value$985.3K (-$144.6K)
Filed 2026-10-21
Wall Capital Group, Inc.
INCREASED
Shares18,626 from 17,372
Change+1,254 (+7%)
Value$984.6K (-$17.2K)
Filed 2026-10-14
Saxony Capital Management, LLC
DECREASED
Shares18,193 from 54,133
Change-35,940 (-66%)
Value$961.7K (-$2.2M)
Filed 2026-10-15
Redwood Financial Network Corp
INCREASED
Shares18,077 from 17,506
Change+571 (+3%)
Value$955.5K (-$54.0K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares17,869 from 18,888
Change-1,019 (-5%)
Value$944.6K (-$144.7K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares17,784 from 17,790
Change-6 (0%)
Value$940.1K (-$85.9K)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares17,694 from 19,123
Change-1,429 (-7%)
Value$935.3K (-$167.5K)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares17,518 from 17,096
Change+422 (+2%)
Value$926.0K (-$59.9K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
INCREASED
Shares17,184 from 10,259
Change+6,925 (+68%)
Value$908.1K (+$316.5K)
Filed 2026-10-16
International Private Wealth Advisors LLC
DECREASED
Shares16,920 from 17,319
Change-399 (-2%)
Value$894.4K (-$104.4K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
INCREASED
Shares16,652 from 11,859
Change+4,793 (+40%)
Value$884.4K (+$203.2K)
Filed 2026-10-22
Downshift Financial, LLC
INCREASED
Shares16,428 from 16,427
Change+1 (+0%)
Value$868.4K (-$79.0K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
DECREASED
Shares16,271 from 16,336
Change-65 (0%)
Value$860.1K (-$82.0K)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares16,243 from 17,458
Change-1,215 (-7%)
Value$858.6K (-$148.2K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares16,155 from 15,656
Change+499 (+3%)
Value$854.0K (-$48.9K)
Filed 2026-10-30
Worth Financial Advisory Group, LLC
DECREASED
Shares16,002 from 16,473
Change-471 (-3%)
Value$845.9K (-$104.1K)
Filed 2026-10-19
Northbridge Financial Group, LLC
DECREASED
Shares15,996 from 16,442
Change-446 (-3%)
Value$863.6K (-$84.6K)
Filed 2026-11-05
Rossmore Private Capital
INCREASED
Shares15,975 from 15,475
Change+500 (+3%)
Value$844.4K (-$48.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,861 from 6,813
Change+9,048 (+133%)
Value$838.4K (+$445.5K)
Filed 2026-10-21
Smart Wealth LLC
DECREASED
Shares15,715 from 33,592
Change-17,877 (-53%)
Value$830.7K (-$1.1M)
Filed 2026-11-04
Valpey Financial Services, LLC
INCREASED
Shares15,684 from 14,100
Change+1,584 (+11%)
Value$829.1K (+$15.9K)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED
Shares15,428 from 15,493
Change-65 (0%)
Value$815.5K (-$78.0K)
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares15,274 from 15,370
Change-96 (-1%)
Value$807.4K (-$79.0K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares15,057 from 16,652
Change-1,595 (-10%)
Value$795.9K (-$164.4K)
Filed 2026-10-16
CX Institutional
DECREASED
Shares14,615 from 14,954
Change-339 (-2%)
Value$773 (-$89)
Filed 2026-10-02
DWM Financial Group, Inc.
NEW
Shares14,456
Change+14,456
Value$764.1K
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares14,424 from 14,381
Change+43 (+0%)
Value$762.5K (-$66.9K)
Filed 2026-10-28
Capstone Wealth Management Group, LLC
DECREASED
Shares14,417 from 14,890
Change-473 (-3%)
Value$667.8K (-$191.0K)
Filed 2026-11-05
Penobscot Wealth Management
DECREASED
Shares14,287 from 14,575
Change-288 (-2%)
Value$755.2K (-$85.3K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares14,232 from 15,663
Change-1,431 (-9%)
Value$752.3K (-$151.0K)
Filed 2026-10-22
Summit Investment Advisory Services, LLC
DECREASED
Shares14,064 from 14,118
Change-54 (0%)
Value$743.4K (-$70.8K)
Filed 2026-11-03
Spartan Planning & Wealth Management
INCREASED
Shares14,049 from 6,946
Change+7,103 (+102%)
Value$742.6K (+$342.0K)
Filed 2026-10-13
Sunburst Financial Group, LLC
INCREASED
Shares14,045 from 14,035
Change+10 (+0%)
Value$742.4K (-$67.0K)
Filed 2026-10-09
E&G Advisors, LLC
DECREASED
Shares13,525 from 13,579
Change-54 (0%)
Value$714.9K (-$68.2K)
Filed 2026-10-13
Essex Bank
INCREASED
Shares13,365 from 12,068
Change+1,297 (+11%)
Value$706.5K (+$10.5K)
Filed 2026-10-16
MFA Wealth Services
DECREASED
Shares13,314 from 13,320
Change-6 (0%)
Value$703.8K (-$64.4K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares13,286 from 13,336
Change-50 (0%)
Value$702.3K (-$66.8K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares13,260 from 13,427
Change-167 (-1%)
Value$700.9K (-$72.4K)
Filed 2026-10-28
Investment Planning Advisors, Inc.
INCREASED
Shares13,255 from 13,132
Change+123 (+1%)
Value$700.7K (-$56.7K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares13,188 from 13,452
Change-264 (-2%)
Value$697.1K (-$78.7K)
Filed 2026-10-20
October Effect Ltd
INCREASED
Shares13,172 from 12,350
Change+822 (+7%)
Value$696.3K (-$16.0K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED
Shares13,092 from 12,884
Change+208 (+2%)
Value$692.0K (-$51.0K)
Filed 2026-10-15
Tennessee Valley Asset Management Partners
INCREASED
Shares12,898 from 11,161
Change+1,737 (+16%)
Value$681.8K (+$38.2K)
Filed 2026-11-03
Mengis Capital Management, Inc.
INCREASED
Shares12,881 from 11,990
Change+891 (+7%)
Value$680.9K (-$10.6K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares12,821 from 5,579
Change+7,242 (+130%)
Value$677.7K (+$356.0K)
Filed 2026-10-29
Horizon Wealth Management, LLC
INCREASED
Shares12,672 from 12,671
Change+1 (+0%)
Value$669.8K (-$60.9K)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares12,459 from 13,390
Change-931 (-7%)
Value$658.6K (-$113.6K)
Filed 2026-10-19
Fulton Bank, N.A.
INCREASED
Shares12,429 from 11,720
Change+709 (+6%)
Value$657.0K (-$18.9K)
Filed 2026-10-14
Advisor Resource Council
DECREASED
Shares12,278 from 13,629
Change-1,351 (-10%)
Value$663.6K (-$115.2K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
INCREASED
Shares12,275 from 12,050
Change+225 (+2%)
Value$648.9K (-$46.1K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares12,197 from 12,351
Change-154 (-1%)
Value$656.7K (-$44.3K)
Filed 2026-10-09
Third View Private Wealth, LLC
DECREASED
Shares12,037 from 12,113
Change-76 (-1%)
Value$636.3K (-$62.3K)
Filed 2026-10-30
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares11,912 from 10,295
Change+1,617 (+16%)
Value$629.7K (+$36.0K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares11,773 from 12,186
Change-413 (-3%)
Value$622.3K (-$80.4K)
Filed 2026-10-19
Univest Financial Corp
DECREASED
Shares11,716 from 14,626
Change-2,910 (-20%)
Value$619.3K (-$224.2K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares11,612 from 11,910
Change-298 (-2%)
Value$618.7K (-$54.8K)
Filed 2026-10-08
Fingerlakes Wealth Management, Inc.
INCREASED
Shares11,533 from 11,439
Change+94 (+1%)
Value$609.7K (-$50.0K)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares11,530 from 14,421
Change-2,891 (-20%)
Value$609.5K (-$222.2K)
Filed 2026-10-19
McGuire Investment Group, LLC
UNCHANGED
Shares11,357 from 11,357
Change0 (0%)
Value$600.3K (-$54.6K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares11,118 from 11,315
Change-197 (-2%)
Value$587.7K (-$61.6K)
Filed 2026-10-29
Lynch & Associates
UNCHANGED
Shares11,114 from 11,114
Change0 (0%)
Value$587.5K (-$53.5K)
Filed 2026-10-13
Brown Financial Advisory
DECREASED
Shares11,093 from 11,331
Change-238 (-2%)
Value$586.4K (-$67.1K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
INCREASED
Shares10,999 from 10,693
Change+306 (+3%)
Value$581.4K (-$35.3K)
Filed 2026-10-28
Aegis Wealth Management, Inc.
INCREASED
Shares10,921 from 9,696
Change+1,225 (+13%)
Value$577.3K (+$18.2K)
Filed 2026-10-26
WealthPoint Financial, LLC
DECREASED
Shares10,833 from 11,215
Change-382 (-3%)
Value$572.6K (-$74.1K)
Filed 2026-11-03
McClarren Financial Advisors, Inc.
INCREASED
Shares10,767 from 10,713
Change+54 (+1%)
Value$569.1K (-$48.7K)
Filed 2026-10-15
Idaho Trust Co
DECREASED
Shares10,478 from 13,840
Change-3,362 (-24%)
Value$553.8K (-$244.3K)
Filed 2026-11-04
MMA Asset Management LLC
INCREASED
Shares10,421 from 9,436
Change+985 (+10%)
Value$550.9K (+$6.7K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares10,404 from 11,454
Change-1,050 (-9%)
Value$550.0K (-$110.6K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
INCREASED
Shares10,401 from 9,348
Change+1,053 (+11%)
Value$549.8K (+$10.7K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares10,372 from 10,372
Change0 (0%)
Value$598.2K ($0)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares10,225 from 10,347
Change-122 (-1%)
Value$540.5K (-$56.2K)
Filed 2026-11-04
BCS Wealth Management
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$539.2K (-$49.1K)
Filed 2026-11-03
Montis Financial, LLC
INCREASED
Shares10,140 from 10,122
Change+18 (+0%)
Value$536.0K (-$47.7K)
Filed 2026-11-04
VCI Wealth Management LLC
INCREASED
Shares10,108 from 8,558
Change+1,550 (+18%)
Value$534.3K (+$40.8K)
Filed 2026-10-29
ACT Advisors, Llc.
INCREASED
Shares10,091 from 10,046
Change+45 (+0%)
Value$533.4K (-$46.0K)
Filed 2026-10-15
Mystic Asset Management, Inc.
INCREASED
Shares9,986 from 9,980
Change+6 (+0%)
Value$527.9K (-$47.7K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
DECREASED
Shares9,914 from 10,724
Change-810 (-8%)
Value$524.1K (-$94.4K)
Filed 2026-10-09
Voisard Asset Management Group, Inc.
DECREASED
Shares9,881 from 10,346
Change-465 (-4%)
Value$522.3K (-$74.4K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares9,881 from 9,985
Change-104 (-1%)
Value$522.3K (-$53.5K)
Filed 2026-11-02
Gateway Investment Advisers LLC
NEW
Shares9,760
Change+9,760
Value$515.9K
Filed 2026-10-13
Guidance Capital, Inc
INCREASED
Shares9,299 from 5,742
Change+3,557 (+62%)
Value$511.3K (+$182.8K)
Filed 2026-11-03
Grove Bank & Trust
UNCHANGED
Shares9,192 from 9,192
Change0 (0%)
Value$485.9K (-$44.2K)
Filed 2026-10-08
Paragon Advisors, LLC
INCREASED
Shares9,187 from 6,849
Change+2,338 (+34%)
Value$485.6K (+$90.6K)
Filed 2026-11-03
E6 Portfolios, LLC
DECREASED
Shares9,117 from 9,218
Change-101 (-1%)
Value$481.9K (-$49.7K)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares9,105 from 9,475
Change-370 (-4%)
Value$481.3K (-$65.1K)
Filed 2026-10-19
Parcion Private Wealth LLC
UNCHANGED
Shares8,980 from 8,980
Change0 (0%)
Value$474.7K (-$43.2K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares8,862 from 8,862
Change0 (0%)
Value$468.4K (-$42.6K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares8,851 from 8,660
Change+191 (+2%)
Value$467.9K (-$31.6K)
Filed 2026-10-16
Center For Asset Management LLC
INCREASED
Shares8,798 from 8,060
Change+738 (+9%)
Value$465.1K (+$246)
Filed 2026-10-16
Harmony Asset Management LLC
INCREASED
Shares8,745 from 7,920
Change+825 (+10%)
Value$462.3K (+$5.5K)
Filed 2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares8,659 from 8,642
Change+17 (+0%)
Value$457.7K (-$40.7K)
Filed 2026-10-15
Aureum Wealth Management, LLC
DECREASED
Shares8,581 from 8,683
Change-102 (-1%)
Value$453.6K (-$47.2K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares8,569 from 9,155
Change-586 (-6%)
Value$453.0K (-$75.0K)
Filed 2026-10-13
Wlth Capital Management, LLC
DECREASED
Shares8,482 from 53,727
Change-45,245 (-84%)
Value$448.4K (-$2.7M)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares8,371 from 8,501
Change-130 (-2%)
Value$442.5K (-$47.8K)
Filed 2026-11-05
Keudell ison Wealth Management
INCREASED
Shares8,365 from 8,352
Change+13 (+0%)
Value$442.2K (-$39.5K)
Filed 2026-10-16
Howard Financial Services, Ltd.
INCREASED
Shares8,357 from 8,338
Change+19 (+0%)
Value$441.7K (-$39.1K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares8,330 from 8,676
Change-346 (-4%)
Value$440.3K (-$60.0K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares8,256 from 8,306
Change-50 (-1%)
Value$436.4K (-$42.6K)
Filed 2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED
Shares8,177 from 8,177
Change0 (0%)
Value$471.6K ($0)
Filed 2026-10-22
Apeiron RIA LLC
INCREASED
Shares8,028 from 7,417
Change+611 (+8%)
Value$427.4K (-$347)
Filed 2026-10-08
Sterling Wealth Management, Inc.
DECREASED
Shares7,975 from 9,221
Change-1,246 (-14%)
Value$421.6K (-$110.2K)
Filed 2026-10-23
Oath Planning, LLC
INCREASED
Shares7,973 from 7,941
Change+32 (+0%)
Value$421.5K (-$36.5K)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares7,952 from 18,252
Change-10,300 (-56%)
Value$420.3K (-$632.3K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares7,864 from 7,174
Change+690 (+10%)
Value$415.7K (+$2.0K)
Filed 2026-10-05
ERn Financial, LLC
DECREASED
Shares7,849 from 8,353
Change-504 (-6%)
Value$414.9K (-$66.9K)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares7,846 from 8,701
Change-855 (-10%)
Value$414.8K (-$87.0K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares7,806 from 7,431
Change+375 (+5%)
Value$412.6K (-$15.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares7,756 from 7,902
Change-146 (-2%)
Value$410.0K (-$45.7K)
Filed 2026-10-08
Fusion Family Wealth, LLC
UNCHANGED
Shares7,727 from 7,727
Change0 (0%)
Value$408.4K (-$37.2K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares7,653 from 7,271
Change+382 (+5%)
Value$404.5K (-$14.8K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares7,617
Change+7,617
Value$400.8K
Filed 2026-10-14
High Probability Advisors, LLC
INCREASED
Shares7,375 from 6,977
Change+398 (+6%)
Value$389.8K (-$12.5K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,374 from 191,067
Change-183,693 (-96%)
Value$389.8K (-$10.6M)
Filed 2026-10-08
William Mack & Associates, Inc.
UNCHANGED
Shares7,260 from 7,260
Change0 (0%)
Value$383.8K (-$34.9K)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED
Shares7,222 from 7,001
Change+221 (+3%)
Value$381.7K (-$22.0K)
Filed 2026-10-09
Stirlingshire Investments, Inc.
DECREASED
Shares7,175 from 7,535
Change-360 (-5%)
Value$379.3K (-$55.2K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares7,125 from 6,653
Change+472 (+7%)
Value$376.6K (-$7.1K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
DECREASED
Shares7,046 from 7,092
Change-46 (-1%)
Value$372.4K (-$36.5K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,025 from 7,025
Change0 (0%)
Value$371.3K (-$33.8K)
Filed 2026-11-05
Retirement Financial Solutions, LLC
INCREASED
Shares7,012 from 6,984
Change+28 (+0%)
Value$370.7K (-$32.1K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares6,984 from 891
Change+6,093 (+684%)
Value$369.2K (+$317.8K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
DECREASED
Shares6,975 from 7,111
Change-136 (-2%)
Value$368.7K (-$41.4K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares6,961 from 6,941
Change+20 (+0%)
Value$367.9K (-$32.4K)
Filed 2026-10-22
Sunpointe, LLC
UNCHANGED
Shares6,935 from 6,935
Change0 (0%)
Value$366.6K (-$33.4K)
Filed 2026-10-22
Latitude Advisors, LLC
DECREASED
Shares6,929 from 8,904
Change-1,975 (-22%)
Value$366.3K (-$147.2K)
Filed 2026-10-27
Fidelity D & D Bancorp Inc
UNCHANGED
Shares6,848 from 6,848
Change0 (0%)
Value$362.0K (-$32.9K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED
Shares6,845 from 6,845
Change0 (0%)
Value$361.8K (-$32.9K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares6,730 from 7,464
Change-734 (-10%)
Value$355.7K (-$74.7K)
Filed 2026-10-14
Salem Investment Counselors Inc
UNCHANGED
Shares6,668 from 6,668
Change0 (0%)
Value$352.5K (-$32.1K)
Filed 2026-10-13
Hopwood Financial Services, Inc.
DECREASED
Shares6,656 from 6,778
Change-122 (-2%)
Value$351.8K (-$39.1K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares6,621 from 8,193
Change-1,572 (-19%)
Value$350.0K (-$122.5K)
Filed 2026-11-05
USAdvisors Wealth Management, LLC
INCREASED
Shares6,588 from 6,370
Change+218 (+3%)
Value$348 (-$366.7K)
Filed 2026-10-21
Bridgelight Financial Advisors, Inc.
INCREASED
Shares6,585 from 6,567
Change+18 (+0%)
Value$348.1K (-$30.6K)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares6,521 from 8,438
Change-1,917 (-23%)
Value$344.7K (-$141.9K)
Filed 2026-10-22
Sherman Wealth Management LLC
INCREASED
Shares6,513 from 6,427
Change+86 (+1%)
Value$344.3K (-$26.3K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
INCREASED
Shares6,496 from 4,959
Change+1,537 (+31%)
Value$343.4K (+$57.4K)
Filed 2026-10-22
Ejmk Ventures LLC
UNCHANGED
Shares6,480 from 6,480
Change0 (0%)
Value$342.5K (-$31.2K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
DECREASED
Shares6,474 from 6,573
Change-99 (-2%)
Value$342.2K (-$36.9K)
Filed 2026-10-20
Acropolis Investment Management, LLC
INCREASED
Shares6,404 from 5,742
Change+662 (+12%)
Value$338.5K (+$7.4K)
Filed 2026-10-08
Narus Financial Partners, LLC
DECREASED
Shares6,391 from 6,689
Change-298 (-4%)
Value$337.8K (-$47.9K)
Filed 2026-10-19
Absolute Capital Management, LLC
DECREASED
Shares6,389 from 7,788
Change-1,399 (-18%)
Value$337.8K (-$111.4K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
DECREASED
Shares6,327 from 6,335
Change-8 (0%)
Value$334.4K (-$30.9K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
DECREASED
Shares6,220 from 6,515
Change-295 (-5%)
Value$328.8K (-$46.9K)
Filed 2026-10-29
Diversified Enterprises, LLC
UNCHANGED
Shares6,169 from 6,169
Change0 (0%)
Value$326.1K (-$29.7K)
Filed 2026-10-19
Red Mountain Financial, LLC
DECREASED
Shares6,112 from 6,275
Change-163 (-3%)
Value$323.1K (-$38.8K)
Filed 2026-11-03
Noesis Capital Mangement Corp
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$317.2K (-$28.9K)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares5,992 from 5,911
Change+81 (+1%)
Value$316.7K (-$24.2K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares5,963 from 4,280
Change+1,683 (+39%)
Value$315.2K (+$68.4K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares5,917 from 5,985
Change-68 (-1%)
Value$312.8K (-$32.4K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares5,886 from 5,632
Change+254 (+5%)
Value$311.1K (-$13.7K)
Filed 2026-11-03
Sapient Capital LLC
UNCHANGED
Shares5,828 from 5,828
Change0 (0%)
Value$308.1K (-$28.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares5,736 from 5,739
Change-3 (0%)
Value$303.2K (-$27.8K)
Filed 2026-11-04
American Financial & TAX Strategies Inc
INCREASED
Shares5,726 from 5,725
Change+1 (+0%)
Value$302.7K (-$27.5K)
Filed 2026-10-16
Eclectic Associates Inc
DECREASED
Shares5,719 from 5,963
Change-244 (-4%)
Value$302.3K (-$41.6K)
Filed 2026-10-09
Welch & Forbes LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$301.3K (-$27.4K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,692 from 5,649
Change+43 (+1%)
Value$300.9K (-$24.9K)
Filed 2026-11-02
Optimist Retirement Group LLC
INCREASED
Shares5,569 from 5,564
Change+5 (+0%)
Value$294.4K (-$26.5K)
Filed 2026-10-30
Amplius Wealth Advisors, LLC
INCREASED
Shares5,562 from 3,684
Change+1,878 (+51%)
Value$294.0K (+$81.6K)
Filed 2026-10-20
Aspen Wealth Management LLC
INCREASED
Shares5,535 from 5,527
Change+8 (+0%)
Value$292.6K (-$26.2K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares5,446 from 5,780
Change-334 (-6%)
Value$287.9K (-$45.5K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares5,442 from 3,979
Change+1,463 (+37%)
Value$290.4K (+$65.3K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares5,424 from 5,447
Change-23 (0%)
Value$286.7K (-$27.4K)
Filed 2026-10-23
Mascagni Wealth Management, Inc.
INCREASED
Shares5,376 from 5,349
Change+27 (+1%)
Value$284.2K (-$24.3K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
UNCHANGED
Shares5,371 from 5,371
Change0 (0%)
Value$283.9K (-$25.8K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
UNCHANGED
Shares5,336 from 5,336
Change0 (0%)
Value$282.1K (-$25.7K)
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares5,330 from 5,330
Change0 (0%)
Value$281.6K (-$19.9K)
Filed 2026-10-28
Heck Capital Advisors, LLC
NEW
Shares5,320
Change+5,320
Value$281.2K
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares5,319 from 5,326
Change-7 (0%)
Value$281.2K (-$26.0K)
Filed 2026-10-28
Moneywise, Inc.
DECREASED
Shares5,261 from 7,272
Change-2,011 (-28%)
Value$278.1K (-$141.3K)
Filed 2026-10-30
Trinity Wealth Management, LLC
INCREASED
Shares5,258 from 5,170
Change+88 (+2%)
Value$277.9K (-$20.2K)
Filed 2026-10-13
Ironwood Financial, llc
DECREASED
Shares5,234 from 5,248
Change-14 (0%)
Value$276.7K (-$19.2K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares5,227 from 5,237
Change-10 (0%)
Value$276.3K (-$25.7K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares5,197 from 5,176
Change+21 (+0%)
Value$274.7K (-$19.1K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares5,189 from 5,172
Change+17 (+0%)
Value$274.1K (-$17.4K)
Filed 2026-10-27
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares5,155 from 5,155
Change0 (0%)
Value$272.5K (-$24.8K)
Filed 2026-11-02
BLB&B Advisors, LLC
DECREASED
Shares5,145 from 6,059
Change-914 (-15%)
Value$272.0K (-$77.5K)
Filed 2026-10-27
Councilor Wealth, LLC
INCREASED
Shares5,138 from 5,136
Change+2 (+0%)
Value$271.6K (-$24.6K)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares5,131 from 5,349
Change-218 (-4%)
Value$271.2K (-$37.3K)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares5,077 from 625
Change+4,452 (+712%)
Value$268.4K (+$232.4K)
Filed 2026-11-03
Wealth Architects, LLC
NEW
Shares5,068
Change+5,068
Value$267.9K
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares5,016 from 5,570
Change-554 (-10%)
Value$265.1K (-$56.1K)
Filed 2026-10-23
Main Line Retirement Advisors, LLC
INCREASED
Shares5,016 from 5,005
Change+11 (+0%)
Value$265.2K (-$23.5K)
Filed 2026-10-14
Eagle Rock Investment Company, LLC
INCREASED
Shares4,981 from 3,747
Change+1,234 (+33%)
Value$263.3K (+$47.2K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED
Shares4,959 from 4,939
Change+20 (+0%)
Value$262.1K (-$22.7K)
Filed 2026-10-26
Milestone Asset Management Group, LLC
DECREASED
Shares4,924 from 5,106
Change-182 (-4%)
Value$260.3K (-$34.2K)
Filed 2026-10-20
Cypress Financial Planning LLC
INCREASED
Shares4,909 from 4,861
Change+48 (+1%)
Value$259.5K (-$20.8K)
Filed 2026-10-09
Plan A Wealth LLC
DECREASED
Shares4,901 from 5,688
Change-787 (-14%)
Value$259.1K (-$69.0K)
Filed 2026-10-08
Townsend Asset Management Corp
UNCHANGED
Shares4,896 from 4,896
Change0 (0%)
Value$258.8K (-$23.5K)
Filed 2026-10-29
RCW Management, LLC
INCREASED
Shares4,893 from 4,619
Change+274 (+6%)
Value$258.7K (-$7.7K)
Filed 2026-10-30
Shaker Investments LLC
NEW
Shares4,890
Change+4,890
Value$258.5K
Filed 2026-11-05
Kraft, Davis & Associates, LLC
INCREASED
Shares4,890 from 4,820
Change+70 (+1%)
Value$258.6K (-$10.8K)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares4,879
Change+4,879
Value$257.9K
Filed 2026-10-14
Glenview Trust Co
INCREASED
Shares4,831 from 4,500
Change+331 (+7%)
Value$255.4K (-$4.1K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares4,736 from 4,736
Change0 (0%)
Value$250.3K (-$22.8K)
Filed 2026-10-20
Financial Advisory Partners, LLC
INCREASED
Shares4,699 from 4,282
Change+417 (+10%)
Value$248.4K (+$1.4K)
Filed 2026-10-23
Independence Bank of Kentucky
INCREASED
Shares4,670 from 4,233
Change+437 (+10%)
Value$246.9K (+$2.7K)
Filed 2026-10-26
Factor Wealth Management LTD
DECREASED
Shares4,670 from 4,674
Change-4 (0%)
Value$246.9K (-$22.7K)
Filed 2026-10-08
Stanich Group LLC
DECREASED
Shares4,569 from 4,570
Change-1 (0%)
Value$241.5K (-$22.0K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares4,544 from 4,554
Change-10 (0%)
Value$250.8K (-$4.7K)
Filed 2026-11-02
One Wealth Capital Management, LLC
DECREASED
Shares4,483 from 7,289
Change-2,806 (-38%)
Value$237.0K (-$183.4K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares4,466 from 4,448
Change+18 (+0%)
Value$236.0K (-$20.4K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares4,431 from 6,751
Change-2,320 (-34%)
Value$234.3K (-$155.0K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,368 from 4,356
Change+12 (+0%)
Value$230.9K (-$20.4K)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares4,352 from 4,267
Change+85 (+2%)
Value$230.0K (-$16.0K)
Filed 2026-10-28
Guardian Wealth Advisors, LLC
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$235.3K (-$14.7K)
Filed 2026-10-30
Professional Financial Advisors, LLC
DECREASED
Shares4,322 from 4,471
Change-149 (-3%)
Value$228.5K (-$29.4K)
Filed 2026-10-13
Flagship Private Wealth, LLC
INCREASED
Shares4,290 from 3,610
Change+680 (+19%)
Value$226.7K (+$18.5K)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares4,288 from 4,201
Change+87 (+2%)
Value$226.7K (-$15.6K)
Filed 2026-10-22
Forza Wealth Management, LLC
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$224.6K (-$20.4K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares4,224 from 4,209
Change+15 (+0%)
Value$223.3K (-$19.5K)
Filed 2026-10-22
AMI Investment Management Inc
NEW
Shares4,189
Change+4,189
Value$221.4K
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares4,189 from 3,966
Change+223 (+6%)
Value$221.4K (-$7.3K)
Filed 2026-10-29
Capital Squared Financial LLC
DECREASED
Shares4,188 from 4,193
Change-5 (0%)
Value$221.4K (-$20.4K)
Filed 2026-10-30
Pinnacle Associates LTD
UNCHANGED
Shares4,036 from 4,036
Change0 (0%)
Value$213.4K (-$19.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares4,024 from 3,811
Change+213 (+6%)
Value$212.7K (-$7.0K)
Filed 2026-10-30
Power Wealth Management LLC
UNCHANGED
Shares3,999 from 3,999
Change0 (0%)
Value$211.4K (-$19.2K)
Filed 2026-10-27
Elevation Wealth Management LLC
UNCHANGED
Shares3,994 from 3,994
Change0 (0%)
Value$211.1K (-$19.2K)
Filed 2026-11-02
S.A. Mason LLC
INCREASED
Shares3,983 from 3,954
Change+29 (+1%)
Value$210.5K (-$17.5K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares3,953 from 4,143
Change-190 (-5%)
Value$209.0K (-$30.0K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$206.5K (-$18.8K)
Filed 2026-11-02
Objective Capital Management, LLC
UNCHANGED
Shares3,893 from 3,893
Change0 (0%)
Value$205.8K (-$18.7K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares3,890 from 3,900
Change-10 (0%)
Value$205.6K (-$19.3K)
Filed 2026-10-20
BAR Harbor Wealth Management
UNCHANGED
Shares3,821 from 3,821
Change0 (0%)
Value$202.0K (-$18.4K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares3,703 from 3,703
Change0 (0%)
Value$213.6K ($0)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares3,662 from 3,727
Change-65 (-2%)
Value$193.6K (-$21.4K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,500 from 3,499
Change+1 (+0%)
Value$186 (-$178.8K)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares3,319 from 2,649
Change+670 (+25%)
Value$175.4K (+$22.7K)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares3,111 from 3,111
Change0 (0%)
Value$164.4K (-$15.0K)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares2,998 from 2,998
Change0 (0%)
Value$158.5K (-$14.4K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares2,958 from 2,946
Change+12 (+0%)
Value$156.4K (-$13.5K)
Filed 2026-10-14
GGM Financial LLC
INCREASED
Shares2,942 from 2,886
Change+56 (+2%)
Value$155.5K (-$10.9K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$155.3K (-$14.1K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares2,829 from 1,125
Change+1,704 (+151%)
Value$149.5K (+$84.7K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares2,811 from 2,642
Change+169 (+6%)
Value$148.6K (-$3.8K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares2,682 from 2,919
Change-237 (-8%)
Value$141.8K (-$26.6K)
Filed 2026-10-13
Gamma Investing LLC
DECREASED
Shares2,655 from 2,831
Change-176 (-6%)
Value$140.3K (-$22.9K)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
INCREASED
Shares2,648 from 2,374
Change+274 (+12%)
Value$140.0K (+$3.1K)
Filed 2026-10-16
Phillips Financial Management, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$131.1K (-$11.9K)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$129.2K (-$11.8K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$120 (-$11)
Filed 2026-10-27
Fairway Wealth LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$106.0K (-$9.6K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares2,003
Change+2,003
Value$105.9K
Filed 2026-10-27
Piscataqua Savings Bank
DECREASED
Shares2,000 from 2,500
Change-500 (-20%)
Value$105.7K (-$38.5K)
Filed 2026-10-21
Rudd Co d/b/a Styre Wealth
NEW
Shares1,889
Change+1,889
Value$99.8K
Filed 2026-10-29
Sage Mountain Advisors LLC
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$96.8K (-$8.8K)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares1,825
Change+1,825
Value$96.5K
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$95.3K (-$8.7K)
Filed 2026-10-30
Polaris Financial Partners
NEW
Shares1,716
Change+1,716
Value$91
Filed 2026-10-02
1620 Investment Advisors, Inc.
INCREASED
Shares1,712 from 394
Change+1,318 (+335%)
Value$90.5K (+$67.7K)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares1,565
Change+1,565
Value$82.7K
Filed 2026-10-16
Balentine LLC
INCREASED
Shares1,431 from 1,425
Change+6 (+0%)
Value$75.6K (-$6.6K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares1,354 from 1,335
Change+19 (+1%)
Value$71.6K (-$5.4K)
Filed 2026-11-03
American National Bank & Trust
DECREASED
Shares1,334 from 1,340
Change-6 (0%)
Value$70.5K (-$6.8K)
Filed 2026-10-07
Vima LLC
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$61.8K (-$5.6K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$62.0K (-$4.3K)
Filed 2026-10-29
Mcdonald Partners LLC
INCREASED
Shares1,122 from 1,031
Change+91 (+9%)
Value$59.3K (-$149)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$56.8K (-$5.2K)
Filed 2026-11-05
Tompkins Financial Corp
DECREASED
Shares1,073 from 1,109
Change-36 (-3%)
Value$56.7K (-$7.2K)
Filed 2026-10-05
Chapman Financial Group, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$47.6K (-$4.3K)
Filed 2026-10-26
IMG Wealth Management, Inc.
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$45.9K (-$4.2K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares853 from 856
Change-3 (0%)
Value$45.1K (-$4.3K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$44.0K (-$4.0K)
Filed 2026-10-23
Align Financial, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$41.1K (-$3.7K)
Filed 2026-10-16
Manchester Capital Management LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$40.3K (-$3.7K)
Filed 2026-10-22
Montag A & Associates Inc
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$39.9K (-$3.6K)
Filed 2026-10-29
Lodestone Wealth Management LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$37.7K (-$3.4K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares675 from 385
Change+290 (+75%)
Value$35.7K (+$13.5K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$35.4K (-$3.2K)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED
Shares638 from 1,033
Change-395 (-38%)
Value$33.7K (-$25.8K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares617 from 501
Change+116 (+23%)
Value$32.6K (+$3.7K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$32.1K (-$2.9K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares598
Change+598
Value$31.6K
Filed 2026-10-30
POM Investment Strategies, LLC
DECREASED
Shares593 from 796
Change-203 (-25%)
Value$31.4K (-$14.6K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares577 from 5,451
Change-4,874 (-89%)
Value$31 (-$314.0K)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares573 from 571
Change+2 (+0%)
Value$30.3K (-$2.6K)
Filed 2026-10-27
New England Capital Financial Advisors LLC
NEW
Shares568
Change+568
Value$30.0K
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$29.7K (-$2.7K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
DECREASED
Shares540 from 1,554
Change-1,014 (-65%)
Value$28.5K (-$61.1K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$28.2K (-$2.6K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares507 from 459
Change+48 (+10%)
Value$27 (+$1)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$26.4K (-$2.4K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$26.2K (-$2.4K)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$23.7K (-$2.2K)
Filed 2026-10-14
Community Financial Services Group, LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$23.5K (-$1.8K)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$22.5K (-$2.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares371 from 255
Change+116 (+45%)
Value$19.6K (+$4.9K)
Filed 2026-10-23
Blueline Advisors LLC
INCREASED
Shares362 from 359
Change+3 (+1%)
Value$19.1K (-$1.6K)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares345
Change+345
Value$18.2K
Filed 2026-10-23
Reap Financial Group, LLC
DECREASED
Shares337 from 1,248
Change-911 (-73%)
Value$17.8K (-$54.1K)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares326 from 325
Change+1 (+0%)
Value$17.2K (-$1.5K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$16.9K (-$1.5K)
Filed 2026-10-01
Key Capital Management, Inc
DECREASED
Shares303 from 337
Change-34 (-10%)
Value$16.0K (-$3.4K)
Filed 2026-11-03
Compass Financial Management LLC
NEW
Shares294
Change+294
Value$15.5K
Filed 2026-10-30
United Financial Planning Group LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$13.0K (-$1.2K)
Filed 2026-11-04
Beacon Financial Strategies Corp
NEW
Shares243
Change+243
Value$12.8K
Filed 2026-10-14
Hurley Capital, LLC
INCREASED
Shares240 from 225
Change+15 (+7%)
Value$12.7K (-$286)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares230 from 200
Change+30 (+15%)
Value$12.2K (+$624)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
INCREASED
Shares221 from 220
Change+1 (+0%)
Value$11.7K (-$1.0K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$11.5K (-$986)
Filed 2026-10-22
Redwood Park Advisors LLC
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$10.1K (-$872)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW
Shares188
Change+188
Value$9.9K
Filed 2026-10-23
Ascentis Wealth Management, LLC
DECREASED
Shares187 from 201
Change-14 (-7%)
Value$9.9K (-$1.7K)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$9.5K (-$866)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares164
Change+164
Value$8.7K
Filed 2026-10-05
First Community Trust NA
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$8.0K (-$726)
Filed 2026-10-07
Heritage Family Offices, LLP
NEW
Shares146
Change+146
Value$7.7K
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$7.5K (-$683)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.5K (-$678)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$7.3K (-$623)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$7.1K (-$644)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$6.8K (-$531)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares118
Change+118
Value$6.2K
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares113
Change+113
Value$6.0K
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.0K (-$543)
Filed 2026-10-15
Entrust Financial LLC
NEW
Shares106
Change+106
Value$5.6K
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$5.6K (-$505)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares99
Change+99
Value$5.2K
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.2K (-$476)
Filed 2026-10-14
Centerpoint Advisors, LLC
DECREASED
Shares91 from 214
Change-123 (-57%)
Value$5 (-$7)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$4.4K (-$404)
Filed 2026-10-28
Navigoe, LLC
NEW
Shares79
Change+79
Value$4
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares78
Change+78
Value$4.2K
Filed 2026-10-09
Hara Capital LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$4.1K (-$371)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.2K (-$289)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.1K (-$284)
Filed 2026-10-23
KFG LLC
NEW
Shares56
Change+56
Value$3.0K
Filed 2026-11-02
Pittenger & Anderson Inc
DECREASED
Shares56 from 171
Change-115 (-67%)
Value$3.0K (-$6.9K)
Filed 2026-11-02
Rakuten Securities, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.6K (-$241)
Filed 2026-11-02
Yankcom Partnership
NEW
Shares44
Change+44
Value$2.3K
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares40
Change+40
Value$2.1K
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares34 from 85
Change-51 (-60%)
Value$1.8K (-$3.1K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares31 from 616
Change-585 (-95%)
Value$1.6K (-$33.9K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
NEW
Shares29
Change+29
Value$1.5K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.5K (-$135)
Filed 2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (-$106)
Filed 2026-10-23
Networth Advisors, LLC
DECREASED
Shares19 from 210
Change-191 (-91%)
Value$1.0K (-$11.1K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$846 (-$77)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$476 (-$43)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$427 (-$37)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$270 (-$15)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$159 (-$14)
Filed 2026-10-16
Spirit of America Management Corp
DECREASED
Shares2 from 115
Change-113 (-98%)
Value$107 (+$105)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
NEW
Shares1
Change+1
Value$53
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$53
Filed 2026-10-19
Hofer & Associates. Inc
CLOSED
Shares0 from 118,506
Change-118,506 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-13
SigFig Wealth Management, LLC
CLOSED
Shares0 from 36,714
Change-36,714 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-07
Louisiana State Employees Retirement System
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$720.9K)
Filed 2026-10-20
WBI Investments, LLC
CLOSED
Shares0 from 10,091
Change-10,091 (-100%)
Value$0 (-$581.9K)
Filed 2026-11-05
Madison Park Capital Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$185.3K)
Filed 2026-10-28
Greenspring Advisors, LLC
CLOSED
Shares0 from 8,009
Change-8,009 (-100%)
Value$0 (-$461.9K)
Filed 2026-11-05
Kelly Financial Services LLC
CLOSED
Shares0 from 7,868
Change-7,868 (-100%)
Value$0 (-$453.8K)
Filed 2026-10-20
World Equity Group, Inc.
CLOSED
Shares0 from 7,253
Change-7,253 (-100%)
Value$0 (-$418.3K)
Filed 2026-10-14
Venture Visionary Partners LLC
CLOSED
Shares0 from 6,904
Change-6,904 (-100%)
Value$0 (-$398.2K)
Filed 2026-10-07
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 5,182
Change-5,182 (-100%)
Value$0 (-$298.9K)
Filed 2026-10-30
Sigma Planning Corp
CLOSED
Shares0 from 4,920
Change-4,920 (-100%)
Value$0 (-$283.7K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 4,046
Change-4,046 (-100%)
Value$0 (-$233.3K)
Filed 2026-10-16
Five Oceans Advisors
CLOSED
Shares0 from 3,887
Change-3,887 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 3,879
Change-3,879 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-13
Wedbush Securities Inc
CLOSED
Shares0 from 3,874
Change-3,874 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 3,774
Change-3,774 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-30
Verus Capital Partners, LLC
CLOSED
Shares0 from 3,769
Change-3,769 (-100%)
Value$0 (-$217.4K)
Filed 2026-11-03
Diligent Investors, LLC
CLOSED
Shares0 from 3,670
Change-3,670 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-21
Ignite Planners, LLC
CLOSED
Shares0 from 3,621
Change-3,621 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 3,593
Change-3,593 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-04
Fox Financial, Inc
CLOSED
Shares0 from 3,590
Change-3,590 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
CLOSED
Shares0 from 3,579
Change-3,579 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-19
Rockline Wealth Management, LLC
CLOSED
Shares0 from 3,542
Change-3,542 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-26
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 3,515
Change-3,515 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-21
Tctc Holdings, LLC
CLOSED
Shares0 from 3,514
Change-3,514 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-02
Csenge Advisory Group
CLOSED
Shares0 from 3,496
Change-3,496 (-100%)
Value$0 (-$201.6K)
Filed 2026-11-04
TD Private Client Wealth LLC
CLOSED
Shares0 from 1,824
Change-1,824 (-100%)
Value$0 (-$105.2K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,528
Change-1,528 (-100%)
Value$0 (-$88.1K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,153
Change-1,153 (-100%)
Value$0 (-$66.5K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$64.8K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 914
Change-914 (-100%)
Value$0 (-$52.7K)
Filed 2026-10-13
Signature Equity Partners, LLC
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$51.0K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$47.1K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$46.1K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-23
Westside Investment Management, Inc.
CLOSED
Shares0 from 346
Change-346 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-22
Islay Capital Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 ($0)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$403)
Filed 2026-10-30
Maseco LLP
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$58)
Filed 2026-10-27
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$2)
Filed 2026-10-29
Realta Investment Advisors
DECREASED
Shares0 from 138
Change-138 (-100%)
Value$15 (-$7.9K)
Filed 2026-10-14
LPL Financial LLC
N/A
Shares— from 25,175,605
Change-25,175,605 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,180,838
Change-19,180,838 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 18,804,022
Change-18,804,022 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,147,363
Change-12,147,363 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,614,768
Change-7,614,768 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,597,240
Change-6,597,240 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,367,516
Change-6,367,516 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,101,635
Change-5,101,635 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,348,586
Change-4,348,586 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,009,298
Change-3,009,298 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,483,029
Change-2,483,029 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,089,160
Change-2,089,160 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,080,273
Change-2,080,273 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,961,330
Change-1,961,330 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,656,155
Change-1,656,155 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,613,064
Change-1,613,064 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,554,487
Change-1,554,487 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,499,275
Change-1,499,275 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 1,379,248
Change-1,379,248 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,200,234
Change-1,200,234 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,125,006
Change-1,125,006 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,071,815
Change-1,071,815 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 976,262
Change-976,262 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 952,624
Change-952,624 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 880,649
Change-880,649 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 803,443
Change-803,443 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 774,051
Change-774,051 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 732,516
Change-732,516 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 712,610
Change-712,610 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 695,486
Change-695,486 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 630,122
Change-630,122 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 606,750
Change-606,750 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 599,855
Change-599,855 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 593,958
Change-593,958 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 592,573
Change-592,573 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 542,947
Change-542,947 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 479,835
Change-479,835 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 473,796
Change-473,796 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 465,415
Change-465,415 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 456,249
Change-456,249 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 432,384
Change-432,384 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 431,825
Change-431,825 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 423,216
Change-423,216 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 422,057
Change-422,057 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 417,275
Change-417,275 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 396,801
Change-396,801 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 374,428
Change-374,428 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 374,375
Change-374,375 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 361,261
Change-361,261 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 349,430
Change-349,430 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 344,894
Change-344,894 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 342,840
Change-342,840 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 326,161
Change-326,161 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 325,390
Change-325,390 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 319,166
Change-319,166 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 309,945
Change-309,945 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 305,454
Change-305,454 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 303,607
Change-303,607 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 298,559
Change-298,559 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 293,288
Change-293,288 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 291,135
Change-291,135 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 283,778
Change-283,778 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 280,853
Change-280,853 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 280,395
Change-280,395 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 271,992
Change-271,992 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 270,994
Change-270,994 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 265,678
Change-265,678 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 256,221
Change-256,221 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 255,539
Change-255,539 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 243,837
Change-243,837 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 234,356
Change-234,356 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 218,016
Change-218,016 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 217,032
Change-217,032 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 216,715
Change-216,715 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 216,363
Change-216,363 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 206,805
Change-206,805 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 203,082
Change-203,082 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 202,828
Change-202,828 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 200,373
Change-200,373 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 195,260
Change-195,260 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 183,928
Change-183,928 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 177,872
Change-177,872 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 177,517
Change-177,517 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 169,091
Change-169,091 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 164,528
Change-164,528 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 160,698
Change-160,698 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 153,627
Change-153,627 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 145,082
Change-145,082 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 142,823
Change-142,823 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 139,768
Change-139,768 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 137,862
Change-137,862 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 137,417
Change-137,417 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 133,840
Change-133,840 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 132,101
Change-132,101 (-100%)
Value—
Collier Financial
N/A
Shares— from 131,424
Change-131,424 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 128,638
Change-128,638 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 128,209
Change-128,209 (-100%)
Value—
&partners
N/A
Shares— from 127,312
Change-127,312 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 126,828
Change-126,828 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 126,800
Change-126,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 123,955
Change-123,955 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 122,857
Change-122,857 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 119,894
Change-119,894 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 119,728
Change-119,728 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 111,660
Change-111,660 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 111,072
Change-111,072 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 110,389
Change-110,389 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 107,152
Change-107,152 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 105,225
Change-105,225 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 101,977
Change-101,977 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 101,094
Change-101,094 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 100,499
Change-100,499 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 99,468
Change-99,468 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 97,589
Change-97,589 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 95,483
Change-95,483 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 94,090
Change-94,090 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 87,442
Change-87,442 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 86,819
Change-86,819 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 86,412
Change-86,412 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 86,254
Change-86,254 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 84,803
Change-84,803 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 84,423
Change-84,423 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 83,341
Change-83,341 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 82,666
Change-82,666 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 79,857
Change-79,857 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 79,441
Change-79,441 (-100%)
Value—
FMR LLC
N/A
Shares— from 79,364
Change-79,364 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 79,353
Change-79,353 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 77,768
Change-77,768 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 76,683
Change-76,683 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 74,134
Change-74,134 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 72,714
Change-72,714 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 72,026
Change-72,026 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 70,254
Change-70,254 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 68,028
Change-68,028 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 66,725
Change-66,725 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 66,434
Change-66,434 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 66,327
Change-66,327 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 65,819
Change-65,819 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 65,711
Change-65,711 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 65,211
Change-65,211 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 64,386
Change-64,386 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 63,175
Change-63,175 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 62,455
Change-62,455 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 60,249
Change-60,249 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 58,119
Change-58,119 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 57,204
Change-57,204 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 56,652
Change-56,652 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 56,116
Change-56,116 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 55,683
Change-55,683 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 55,436
Change-55,436 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 54,963
Change-54,963 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 53,744
Change-53,744 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 51,625
Change-51,625 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 50,980
Change-50,980 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 49,848
Change-49,848 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 49,064
Change-49,064 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 45,706
Change-45,706 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,704
Change-45,704 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 44,100
Change-44,100 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 43,376
Change-43,376 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,027
Change-43,027 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 42,837
Change-42,837 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 42,614
Change-42,614 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 41,823
Change-41,823 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,727
Change-41,727 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,320
Change-39,320 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 39,241
Change-39,241 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 38,481
Change-38,481 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 36,159
Change-36,159 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 35,239
Change-35,239 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 34,962
Change-34,962 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 33,491
Change-33,491 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 33,330
Change-33,330 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 33,296
Change-33,296 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,121
Change-32,121 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 31,370
Change-31,370 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 31,029
Change-31,029 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 30,642
Change-30,642 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 30,488
Change-30,488 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30,404
Change-30,404 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 29,209
Change-29,209 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,712
Change-28,712 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 27,084
Change-27,084 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 26,360
Change-26,360 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,319
Change-26,319 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 26,187
Change-26,187 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,812
Change-25,812 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 25,479
Change-25,479 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 25,347
Change-25,347 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 24,925
Change-24,925 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 24,724
Change-24,724 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 24,496
Change-24,496 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 23,307
Change-23,307 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 22,590
Change-22,590 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 22,425
Change-22,425 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 22,272
Change-22,272 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,272
Change-22,272 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 22,117
Change-22,117 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,100
Change-22,100 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 21,986
Change-21,986 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 21,861
Change-21,861 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 21,650
Change-21,650 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 21,613
Change-21,613 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 21,467
Change-21,467 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21,236
Change-21,236 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 20,810
Change-20,810 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 20,122
Change-20,122 (-100%)
Value—
Commerce Bank
N/A
Shares— from 19,816
Change-19,816 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 19,571
Change-19,571 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 19,235
Change-19,235 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 18,930
Change-18,930 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,044
Change-18,044 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 17,636
Change-17,636 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 17,354
Change-17,354 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,069
Change-17,069 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 16,795
Change-16,795 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 16,760
Change-16,760 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 16,505
Change-16,505 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 16,333
Change-16,333 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,997
Change-15,997 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
American Trust
N/A
Shares— from 15,617
Change-15,617 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,230
Change-15,230 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 14,805
Change-14,805 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 14,566
Change-14,566 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,433
Change-14,433 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,124
Change-14,124 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,654
Change-13,654 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 13,528
Change-13,528 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 13,508
Change-13,508 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,337
Change-13,337 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 12,811
Change-12,811 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 11,608
Change-11,608 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,323
Change-11,323 (-100%)
Value—
Bank of Marin
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,086
Change-11,086 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,853
Change-10,853 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,536
Change-10,536 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 10,319
Change-10,319 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 10,297
Change-10,297 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,430
Change-9,430 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,229
Change-9,229 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 8,863
Change-8,863 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 8,733
Change-8,733 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,498
Change-8,498 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 8,442
Change-8,442 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,109
Change-8,109 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 7,897
Change-7,897 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,015
Change-7,015 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 5,374
Change-5,374 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Ketron Financial
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Centennial Bank
N/A
Shares— from 973
Change-973 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 949
Change-949 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 895
Change-895 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 804
Change-804 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 691
Change-691 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 629
Change-629 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 548
Change-548 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 523
Change-523 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 409
Change-409 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Motco
N/A
Shares— from 299
Change-299 (-100%)
Value—
Rogco, LP
N/A
Shares— from 198
Change-198 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 194
Change-194 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 154
Change-154 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 38
Change-38 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED5,209,2445,022,048+187,196+4%$289.6M$275.4M-$14.3M2026-10-14
Creative Planning
DECREASED2,743,3752,776,196-32,821-1%$160.1M$145.0M-$15.1M2026-11-02
Assetmark, Inc
INCREASED2,049,3391,239,772+809,567+65%$71.5M$108.3M+$36.8M2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED1,873,8551,920,706-46,851-2%$110.8M$99.1M-$11.7M2026-10-27
Wealthcare Advisory Partners LLC
INCREASED1,849,8421,776,135+73,707+4%$102.4M$97.8M-$4.6M2026-10-21
Crestwood Advisors Group, LLC
DECREASED1,734,2741,742,537-8,2630%$100.5M$91.7M-$8.8M2026-10-27
Vantagepoint Investment Advisers LLC
DECREASED1,205,1171,222,487-17,370-1%$70.5M$63.7M-$6.8M2026-10-26
Davenport & Co LLC
INCREASED1,151,233986,910+164,323+17%$56.9M$60.9M+$3.9M2026-10-14
Commonwealth Equity Services, LLC
INCREASED1,030,1701,009,258+20,912+2%$58.2M$54.5M-$3.7M2026-11-02
Midland Wealth Advisors, LLC
DECREASED955,051959,196-4,1450%$55.3M$50.5M-$4.8M2026-10-26
First Command Advisory Services, Inc.
INCREASED930,197818,472+111,725+14%$47.2M$49.2M+$2.0M2026-11-05
One Day In July LLC
INCREASED840,472804,494+35,978+4%$46.4M$44.4M-$2.0M2026-10-30
Patriot Investment Management Group, Inc.
INCREASED838,842833,994+4,848+1%$48.1M$44.3M-$3.8M2026-10-15
Truist Financial Corp
INCREASED744,667744,666+10%$42.9M$39.4M-$3.6M2026-10-30
Greenleaf Trust
INCREASED704,971668,396+36,575+5%$38.5M$37.3M-$1.3M2026-10-29
Vicus Capital
INCREASED698,030684,168+13,862+2%$39.5M$36.9M-$2.6M2026-11-05
Peterson Wealth Advisors, LLC
INCREASED688,151667,839+20,312+3%$38.5M$36.4M-$2.1M2026-10-08
Fund Evaluation Group, LLC
INCREASED666,033374,838+291,195+78%$21.6M$35.2M+$13.6M2026-11-05
RKL Wealth Management LLC
INCREASED658,787593,853+64,934+11%$34.2M$34.8M+$576.0K2026-10-16
Bokf, NA
INCREASED644,330643,758+572+0%$37.1M$34.1M-$3.1M2026-10-27
Oarsman Capital, Inc.
INCREASED603,011583,514+19,497+3%$33.7M$31.9M-$1.8M2026-11-05
TSG Advice Partners, LLC
NEW602,540—+602,540——$34.7M—2026-10-29
AlphaStar Capital Management, LLC
INCREASED578,526521,139+57,387+11%$30.1M$30.6M+$526.8K2026-10-16
Avior Wealth Management, LLC
INCREASED560,773558,732+2,041+0%$32.2M$29.6M-$2.6M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED506,931542,432-35,501-7%$31.3M$26.8K-$31.3M2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED461,054461,770-7160%$26.6M$24.4M-$2.3M2026-10-22
KWB Wealth
INCREASED453,296452,815+481+0%$26.1M$24.0M-$2.2M2026-10-16
United Asset Strategies, Inc.
INCREASED451,181434,336+16,845+4%$25.0M$23.8M-$1.2M2026-10-28
Greenwood Gearhart LLC
NEW439,622—+439,622——$23.2M—2026-11-02
Fifth Third Bancorp
INCREASED433,057425,872+7,185+2%$24.6M$22.9M-$1.7M2026-11-05
Diversify Advisory Services, LLC
INCREASED403,997384,139+19,858+5%$21.7M$21.5M-$189.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED403,997384,139+19,858+5%$21.7M$21.5M-$189.2K2026-10-20
Shepherd Financial Partners LLC
INCREASED396,530376,221+20,309+5%$21.7M$21.0M-$736.1K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED381,735377,072+4,663+1%$21.7M$20.2M-$1.6M2026-10-26
SilverOak Wealth Management LLC
INCREASED378,187296,937+81,250+27%$17.1M$20.0M+$2.9M2026-10-29
Boston Standard Wealth Management, LLC
DECREASED376,161376,832-6710%$21.8M$19.9M-$1.9M2026-10-07
Evermay Wealth Management LLC
INCREASED359,732349,702+10,030+3%$20.2M$19.0M-$1.2M2026-11-05
Lido Advisors, LLC
DECREASED357,986374,702-16,716-4%$21.6M$18.9M-$2.7M2026-11-04
Atlas Private Wealth Advisors
INCREASED352,785351,572+1,213+0%$20.3M$18.6M-$1.6M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED351,967345,538+6,429+2%$19.3M$18.5M-$841.8K2026-10-13
Gibbs Wealth Management
INCREASED345,592289,724+55,868+19%$16.7M$18.3M+$1.6M2026-10-22
Cahaba Wealth Management, Inc.
DECREASED325,670328,118-2,448-1%$18.9M$17.2M-$1.7M2026-10-26
Taylor & Morgan Wealth Management, LLC
INCREASED314,362301,836+12,526+4%$17.4M$16.6M-$789.7K2026-10-09
WBH Advisory Inc
DECREASED311,466312,928-1,4620%$18.0M$16.5M-$1.6M2026-11-05
Carroll Advisory Group, LLC
INCREASED308,325300,371+7,954+3%$17.3M$16.3M-$1.0M2026-10-16
Montz Harcus Wealth Management LLC
INCREASED304,807275,949+28,858+10%$15.9M$16.1M+$198.1K2026-10-09
Leicht Financial Planning & Wealth Management, Inc.
DECREASED303,500314,283-10,783-3%$18.1M$16.0M-$2.1M2026-11-03
Foguth Wealth Management, Llc.
DECREASED301,977323,245-21,268-7%$18.2M$16.0M-$2.3M2026-10-19
Windsor Capital Management, LLC
INCREASED299,833291,056+8,777+3%$16.8M$15.8M-$936.1K2026-10-13
Savant Capital, LLC
DECREASED293,321605,173-311,852-52%$32.0M$15.5M-$16.5M2026-11-06
Financial Insights, Inc.
INCREASED292,432278,497+13,935+5%$16.1M$15.5M-$603.0K2026-10-27
Park Avenue Securities LLC
DECREASED292,048366,031-73,983-20%$21.1M$15.4K-$21.1M2026-10-26
Klaas Financial Asset Advisors, LLC
INCREASED291,685287,054+4,631+2%$16.6M$15.4M-$1.1M2026-10-19
Financial Security Advisor, Inc.
DECREASED280,220299,696-19,476-6%$17.3M$14.8M-$2.5M2026-11-03
Parkside Financial Bank & Trust
INCREASED279,525267,153+12,372+5%$15.4M$14.8M-$631.0K2026-10-27
Carnegie Investment Counsel
DECREASED270,597272,291-1,694-1%$15.7M$14.3M-$1.4M2026-10-20
Allen Capital Group, LLC
DECREASED261,384421,001-159,617-38%$24.3M$13.8M-$10.5M2026-10-27
Kestra Advisory Services, LLC
INCREASED259,828257,878+1,950+1%$14.9M$13.7M-$1.1M2026-11-02
True Blue Financial, LLC
INCREASED251,912182,168+69,744+38%$10.5M$13.3M+$2.8M2026-10-15
Valeo Financial Advisors, LLC
DECREASED240,369240,748-3790%$13.9M$12.7M-$1.2M2026-10-08
Tortoise Investment Management, LLC
INCREASED235,728235,466+262+0%$13.6M$12.5M-$1.1M2026-11-06
Portside Wealth Group, LLC
INCREASED206,216162,268+43,948+27%$9.4M$10.9M+$1.5M2026-10-20
Waller Financial Planning Group, Inc
DECREASED201,879210,367-8,488-4%$12.1M$10.7M-$1.5M2026-10-07
Syntegra Private Wealth Group, LLC
DECREASED201,317206,219-4,902-2%$11.9M$10.6M-$1.3M2026-10-13
Citigroup Inc
INCREASED198,29873,993+124,305+168%$4.3M$10.5M+$6.2M2026-11-04
Bensler, LLC
INCREASED195,864177,837+18,027+10%$10.3M$10.4M+$97.5K2026-11-05
Private Wealth Group, LLC
INCREASED188,740183,563+5,177+3%$10.6M$10.0M-$609.3K2026-10-19
Paulson Wealth Management Inc.
INCREASED182,161156,527+25,634+16%$9.0M$9.6M+$602.1K2026-11-02
International City Management Association Retirement Corp
UNCHANGED180,591180,59100%$10.4M$9.5M-$868.6K2026-10-26
1900 Wealth Management LLC
INCREASED179,586166,527+13,059+8%$9.6M$9.5M-$110.7K2026-10-13
RVW Wealth, LLC
DECREASED174,333174,960-6270%$10.1M$9.2M-$874.7K2026-10-06
Arkansas Financial Group, Inc.
INCREASED165,985163,513+2,472+2%$9.4M$8.8M-$655.8K2026-10-26
Advisor OS, LLC
INCREASED158,559147,367+11,192+8%$8.5M$8.4M-$117.2K2026-11-03
Trilogy Capital Inc.
INCREASED155,982121,830+34,152+28%$7.0M$8.2M+$1.2M2026-10-20
RFG Advisory, LLC
INCREASED153,265126,801+26,464+21%$7.3M$8.1M+$789.0K2026-11-03
Orange Investment Advisors, Inc.
DECREASED150,608153,397-2,789-2%$8.8M$8.0M-$885.3K2026-10-23
Warren Street Wealth Advisors, LLC
DECREASED144,211151,036-6,825-5%$8.7M$7.6M-$1.1M2026-11-04
Jnba Financial Advisors
DECREASED142,664148,319-5,655-4%$8.6M$7.5M-$1.0M2026-11-03
D.A. Davidson & Co.
INCREASED141,254139,209+2,045+1%$8.0M$7.5M-$561.5K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED127,179126,502+677+1%$7.3M$6.7M-$572.7K2026-11-05
Midwest Trust Co
DECREASED127,129128,109-980-1%$7.4M$6.7M-$668.0K2026-10-22
Focus Financial Network, Inc.
DECREASED122,816160,378-37,562-23%$9.2M$6.5M-$2.8M2026-10-14
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED121,585127,585-6,000-5%$7.4M$6.4K-$7.4M2026-10-22
Buska Wealth Management, LLC
INCREASED120,9134,226+116,687+2761%$243.7K$6.4M+$6.1M2026-10-08
XY Planning Network, Inc.
INCREASED117,622116,659+963+1%$6.7M$6.2M-$510.1K2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED116,715119,998-3,283-3%$6.9M$6.2M-$750.7K2026-10-29
Leslie Global Wealth, LLC
DECREASED116,064118,813-2,749-2%$6.9M$6.1M-$716.8K2026-10-26
Thrivent Financial for Lutherans
DECREASED115,733208,138-92,405-44%$12.0M$6.1K-$12.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED115,700108,300+7,400+7%$6.2M$6.1M-$129.8K2026-10-29
James T. Borello RIA
DECREASED113,137113,218-810%$6.5M$6.0M-$548.9K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED112,810120,105-7,295-6%$6.9M$6.0M-$963.4K2026-11-04
Richmond Investment Services, LLC
DECREASED111,943113,750-1,807-2%$6.6M$5.9M-$642.7K2026-10-29
Colton Groome Financial Advisors, LLC
INCREASED108,955103,019+5,936+6%$5.9M$5.8M-$181.7K2026-10-06
CFS Investment Advisory Services, LLC
INCREASED107,69998,000+9,699+10%$5.6M$5.8M+$233.6K2026-10-19
626 Financial, LLC
INCREASED106,841106,726+115+0%$6.2M$5.6M-$507.3K2026-11-04
Signal Advisors Wealth, LLC
INCREASED105,29897,507+7,791+8%$5.6M$5.6M-$57.2K2026-10-13
Bank of New York Mellon Corp
INCREASED104,96799,748+5,219+5%$5.8M$5.5M-$203.9K2026-11-05
Landmark Wealth Management, Inc.
DECREASED104,836106,788-1,952-2%$6.2M$5.5M-$616.8K2026-11-04
Hibernia Wealth Partners, LLC
INCREASED98,22795,843+2,384+2%$5.5M$5.2M-$334.9K2026-10-29
Resonant Capital Advisors, LLC
INCREASED97,09296,974+118+0%$5.6M$5.1M-$460.2K2026-10-15
Roan Capital Partners
INCREASED94,12489,040+5,084+6%$5.1M$5.0M-$159.6K2026-10-09
Rainier Family Wealth Inc
INCREASED93,82490,552+3,272+4%$5.2M$5.0M-$262.6K2026-11-02
Wealth Advisory Solutions, LLC
DECREASED92,68595,161-2,476-3%$5.5M$4.9M-$588.6K2026-10-20
Maia Wealth LLC
INCREASED92,25576,224+16,031+21%$4.4M$4.9M+$480.8K2026-10-19
Ddfg, Inc
INCREASED91,68289,254+2,428+3%$5.1M$4.8M-$301.0K2026-10-15
Wealth Management Resources, Inc.
DECREASED90,98795,030-4,043-4%$5.5M$4.8M-$670.8K2026-10-21
SeedSafe Financial LLC
DECREASED90,94892,228-1,280-1%$5.3M$4.8M-$500.8K2026-11-02
Retiremitten Financial LLC
INCREASED90,82886,282+4,546+5%$5.0M$4.9M-$41.2K2026-11-05
Meitav Investment House LTD
DECREASED90,000109,500-19,500-18%$6.3M$4.8M-$1.6M2026-10-28
Pachira Investments Inc.
DECREASED89,53597,542-8,007-8%$5.6M$4.7M-$892.4K2026-10-14
Apollon Wealth Management, LLC
INCREASED85,13457,045+28,089+49%$3.3M$4.5M+$1.2M2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED84,30784,568-2610%$4.9M$4.5M-$420.6K2026-11-03
Aspire Private Capital, LLC
DECREASED84,09386,620-2,527-3%$5.0M$4.4M-$550.2K2026-11-05
Moneco Advisors, LLC
INCREASED83,67679,969+3,707+5%$4.6M$4.4M-$188.7K2026-11-05
StoneX Group Inc.
INCREASED82,76572,509+10,256+14%$4.2M$4.4M+$209.0K2026-11-03
IFP Advisors, Inc
INCREASED82,36175,537+6,824+9%$4.4M$4.4M-$2.6K2026-10-16
Shum Financial Group, Inc.
DECREASED82,12094,534-12,414-13%$5.5M$4.3M-$1.1M2026-10-13
Chicago Partners Investment Group LLC
INCREASED80,92478,604+2,320+3%$4.4M$4.3M-$79.0K2026-10-27
Farther Finance Advisors, LLC
DECREASED78,15285,061-6,909-8%$4.9M$4.1M-$774.3K2026-10-08
Atria Investments, Inc
INCREASED77,49974,675+2,824+4%$4.3M$4.1M-$209.9K2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED77,49279,744-2,252-3%$11.8M$10.5M-$1.3M2026-10-27
Simplicity Wealth,LLC
INCREASED76,74376,480+263+0%$4.4M$4.1M-$354.0K2026-10-23
Legacy Solutions, LLC
INCREASED76,69074,735+1,955+3%$4.3M$4.1M-$256.1K2026-10-07
Jacobi Capital Management LLC
INCREASED76,54874,053+2,495+3%$4.3M$4.0M-$224.3K2026-11-05
Compass Wealth Management LLC
DECREASED73,09277,747-4,655-6%$4.5M$3.9M-$620.0K2026-10-22
Hughes Financial Services, LLC
DECREASED72,21773,090-873-1%$4.2M$4.0M-$228.7K2026-10-30
Stablepoint Partners, LLC
INCREASED70,98461,245+9,739+16%$3.5M$3.8M+$220.2K2026-11-03
G&S Capital LLC
DECREASED69,28971,610-2,321-3%$4.1M$3.7M-$467.1K2026-10-23
Opal Wealth Advisors, LLC
INCREASED69,14665,667+3,479+5%$3.8M$3.7M-$131.9K2026-10-16
Meridian Financial Advisors, LLC
INCREASED68,20267,352+850+1%$3.9M$3.6M-$279.0K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED67,76467,061+703+1%$3.9M$3.6M-$278.9K2026-10-23
Kohmann Bosshard Financial Services, LLC
DECREASED66,96968,806-1,837-3%$4.0M$3.5M-$428.1K2026-11-04
Nottingham Advisors, Inc.
DECREASED66,905117,178-50,273-43%$7.2M$3.6M-$3.6M2026-10-29
Sherman Asset Management, Inc.
DECREASED66,80966,875-660%$3.9M$3.5M-$325.2K2026-11-05
Pecaut & Co.
INCREASED66,47166,143+328+1%$3.8M$3.5M-$300.8K2026-10-27
Blueprint Investment Partners LLC
DECREASED66,31378,269-11,956-15%$4.5M$3.5M-$1.0M2026-10-28
Annex Advisory Services, LLC
INCREASED66,30665,272+1,034+2%$3.8M$3.5M-$259.3K2026-10-16
Breakwater Capital Group
INCREASED66,11765,762+355+1%$3.8M$3.5M-$297.6K2026-10-09
Sowell Financial Services LLC
INCREASED65,92064,529+1,391+2%$3.7M$3.5M-$236.9K2026-10-23
Larson Financial Group LLC
DECREASED64,91667,148-2,232-3%$3.9M$3.4M-$441.0K2026-11-05
RMR Capital Management, LLC
INCREASED64,91163,792+1,119+2%$3.7M$3.4M-$247.7K2026-10-23
Wealthcare Capital Partners, LLC
DECREASED64,56564,971-406-1%$3.7M$3.4M-$334.0K2026-10-21
Summit Global Investments
INCREASED64,44061,830+2,610+4%$3.6M$3.4K-$3.6M2026-10-28
CFM Wealth Partners LLC
INCREASED64,24560,421+3,824+6%$3.5M$3.4M-$88.5K2026-11-05
SkyOak Wealth, LLC
INCREASED63,63762,732+905+1%$3.6M$3.4M-$253.9K2026-10-28
Bill Few Associates, Inc.
INCREASED63,47460,462+3,012+5%$3.5M$3.4M-$131.6K2026-10-09
Clarus Wealth Advisors
INCREASED62,99961,551+1,448+2%$3.4M$3.4M-$71.6K2026-10-13
AlphaCore Capital LLC
DECREASED61,63285,238-23,606-28%$4.9M$3.3M-$1.7M2026-11-04
MGO One Seven LLC
DECREASED61,05573,118-12,063-16%$4.2M$3.2M-$989.3K2026-10-28
Destiny Capital Corp
DECREASED61,01961,436-417-1%$3.5M$3.2M-$317.6K2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED60,51960,630-1110%$3.5M$3.2M-$297.5K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED60,22456,054+4,170+7%$3.2M$3.2M-$49.2K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED59,64853,817+5,831+11%$3.1M$3.2M+$49.4K2026-10-16
Modera Wealth Management, LLC
INCREASED59,37356,416+2,957+5%$3.3M$3.1M-$115.1K2026-10-28
Lanark Financial, Inc.
INCREASED59,27853,447+5,831+11%$3.1M$3.1M+$51.1K2026-10-26
Grimes & Co Wealth Management, LLC
DECREASED57,99369,228-11,235-16%$4.0M$3.1M-$926.9K2026-10-29
Northwest Wealth Advisors, LLC
INCREASED57,34745,081+12,266+27%$2.6M$3.0M+$431.5K2026-11-02
First Premier Bank
UNCHANGED57,32557,32500%$3.3K$3.0K-$2762026-10-13
Private Trust Co NA
INCREASED56,92156,887+34+0%$3.3M$3.0M-$271.8K2026-10-20
Midwest Financial Network, LLC
INCREASED56,47250,612+5,860+12%$2.9M$3.0M+$66.1K2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED56,10055,849+251+0%$3.2M$3.0M-$255.3K2026-11-02
Amicus Financial Advisors, LLC
DECREASED55,81558,714-2,899-5%$3.4M$3.0M-$435.6K2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED55,44655,631-1850%$3.2M$2.9M-$277.3K2026-10-28
Fire Capital Management LLC
NEW54,504—+54,504——$2.9M—2026-10-27
Raleigh Capital Management Inc.
INCREASED53,94551,837+2,108+4%$3.0M$2.9M-$137.9K2026-10-28
Marathon Strategic Advisors, LLC
DECREASED53,19356,146-2,953-5%$3.2M$2.8M-$426.1K2026-10-20
Naples Global Advisors, LLC
INCREASED52,60452,560+44+0%$3.0M$2.8M-$250.5K2026-11-05
AdvisorNet Financial, Inc
INCREASED52,52450,823+1,701+3%$2.9M$2.8M-$165.6K2026-10-15
Obermeyer Wealth Partners
DECREASED50,56451,008-444-1%$2.9M$2.7M-$268.8K2026-10-21
Semitam Bonam LLC
INCREASED50,43348,568+1,865+4%$2.8M$2.7M-$135.0K2026-10-27
Tandem Investment Partners LLC
DECREASED47,65047,875-2250%$2.8M$2.5M-$242.2K2026-10-16
AGH Wealth Advisors, LLC
INCREASED47,42146,963+458+1%$2.7M$2.5M-$201.4K2026-10-26
Ironwood Wealth Management, Llc.
DECREASED46,90951,932-5,023-10%$3.0M$2.5M-$515.3K2026-10-28
Wealthcare Capital Management LLC
DECREASED46,52455,587-9,063-16%$3.2M$2.5M-$746.4K2026-10-21
Integrity Alliance, Llc.
DECREASED46,39648,979-2,583-5%$2.8M$2.5M-$372.2K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED45,28671,255-25,969-36%$4.1M$2.4M-$1.7M2026-10-16
Bluesphere Advisors LLC
INCREASED44,56444,164+400+1%$2.5M$2.4M-$191.3K2026-10-19
ARS Investment Partners, LLC
INCREASED44,41943,115+1,304+3%$2.5M$2.3M-$138.4K2026-11-05
Krilogy Financial LLC
INCREASED43,65543,506+149+0%$2.5M$2.3M-$177.0K2026-10-13
Balefire, LLC
INCREASED43,61136,242+7,369+20%$2.1M$2.3M+$215.2K2026-10-09
Affinity Capital Advisors, LLC
DECREASED43,31643,694-378-1%$2.5M$2.3M-$178.8K2026-10-13
Shoker Investment Counsel, Inc.
INCREASED42,84239,661+3,181+8%$2.3M$2.3M-$22.6K2026-11-04
IFG Advisors, LLC
DECREASED42,73944,529-1,790-4%$2.6M$2.3M-$308.8K2026-10-15
Aprio Wealth Management, LLC
INCREASED42,52816,068+26,460+165%$926.6K$2.2M+$1.3M2026-10-28
Defined Wealth Management, LLC
DECREASED42,51442,632-1180%$2.5M$2.2M-$211.3K2026-10-19
Retirement Planning Group, LLC
DECREASED41,84744,685-2,838-6%$2.6M$2.2M-$365.0K2026-10-19
Blue Fin Capital, Inc.
INCREASED41,53040,583+947+2%$2.3M$2.2M-$145.1K2026-10-28
Courier Capital LLC
INCREASED41,20040,004+1,196+3%$2.3M$2.2M-$129.2K2026-10-19
Golden State Wealth Management, LLC
DECREASED40,95344,546-3,593-8%$2.6M$2.2M-$404.2K2026-11-02
Stone Summit Wealth LLC
DECREASED39,94441,971-2,027-5%$2.4M$2.1M-$309.1K2026-10-14
Towercrest Capital Management
DECREASED39,11042,686-3,576-8%$2.5M$2.1M-$394.4K2026-10-23
Fortitude Family Office, LLC
DECREASED38,20839,608-1,400-4%$2.3M$2.0M-$264.5K2026-10-14
NovaPoint Capital, LLC
DECREASED38,13742,751-4,614-11%$2.5M$2.0M-$449.5K2026-10-22
CoreCap Advisors, LLC
DECREASED36,19936,624-425-1%$2.1M$1.9M-$198.6K2026-10-08
Crescent Grove Advisors, LLC
DECREASED35,98036,402-422-1%$2.1M$1.9M-$197.4K2026-10-21
Koshinski Asset Management, Inc.
INCREASED35,95430,594+5,360+18%$1.8M$1.9M+$136.2K2026-10-29
Vise Technologies, Inc.
INCREASED35,70635,014+692+2%$2.0M$1.9M-$131.9K2026-10-29
21 West Wealth Management LLC
DECREASED34,65736,561-1,904-5%$2.1M$1.8M-$276.5K2026-10-13
Armbruster Capital Management, Inc.
INCREASED34,56927,209+7,360+27%$1.6M$1.8M+$258.2K2026-10-19
Global Strategic Investment Solutions, LLC
DECREASED33,27833,948-670-2%$2.0M$1.8M-$198.7K2026-10-16
TKG Advisors, LLC
INCREASED32,79732,653+144+0%$1.9M$1.7M-$149.4K2026-11-02
Phillip James Consulting Co.
DECREASED32,74835,962-3,214-9%$2.1M$1.7M-$342.9K2026-11-03
Convergence Financial, LLC
NEW32,491—+32,491——$1.7M—2026-10-27
Lunt Capital Management, Inc.
DECREASED31,38739,361-7,974-20%$2.3M$1.7M-$610.8K2026-10-30
MBM Wealth Consultants, LLC
INCREASED31,26631,187+79+0%$1.8M$1.7M-$145.8K2026-10-20
Legacy Private Trust Co.
DECREASED31,01232,008-996-3%$1.8M$1.6M-$206.6K2026-10-06
Higgins & Schmidt Wealth Strategies LLC
DECREASED30,89131,184-293-1%$1.8M$1.6M-$165.5K2026-10-26
Axxcess Wealth Management, LLC
DECREASED30,18536,012-5,827-16%$2.1M$1.6M-$481.2K2026-10-21
FF Advisors,LLC
DECREASED30,12130,132-110%$1.7M$1.6M-$145.5K2026-10-21
VestGen Advisors, LLC
INCREASED29,81824,858+4,960+20%$1.4M$1.6M+$142.6K2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED29,80027,103+2,697+10%$1.6M$1.6M+$12.2K2026-10-14
Legacy Wealth Partners, LLC
INCREASED29,77427,737+2,037+7%$1.6M$1.6M-$25.7K2026-10-15
Blueprint Financial Advisors LLC
DECREASED29,55241,613-12,061-29%$2.4M$1.6M-$837.7K2026-10-28
River Street Advisors LLC
INCREASED29,39429,126+268+1%$1.7M$1.6M-$125.9K2026-10-22
Deltec Asset Management LLC
UNCHANGED29,33029,33000%$1.7M$1.6M-$141.1K2026-10-26
Alliance Wealth Management Group
DECREASED29,19632,540-3,344-10%$1.9M$1.5M-$333.3K2026-10-29
Founders Financial Securities LLC
INCREASED28,92316,587+12,336+74%$956.6K$1.5M+$572.3K2026-10-28
South Shore Capital Advisors
INCREASED28,74126,849+1,892+7%$1.5M$1.5M-$29.1K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED28,29029,584-1,294-4%$1.7M$1.5M-$210.7K2026-11-04
Global Financial Private Client, LLC
INCREASED28,17726,846+1,331+5%$1.5M$1.5M-$58.8K2026-10-15
Navigation Group, LLC
INCREASED28,00725,578+2,429+10%$1.5M$1.5M+$5.4K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED27,93427,93400%$1.6M$1.5M-$134.4K2026-10-27
Kroeger Financial Partners
DECREASED27,88928,896-1,007-3%$1.7M$1.5M-$192.2K2026-10-19
Bison Wealth, LLC
DECREASED27,56629,606-2,040-7%$1.7M$1.5M-$217.3K2026-10-13
Values Added Financial LLC
UNCHANGED27,15327,15300%$1.6M$1.4M-$130.6K2026-10-28
Flynn Zito Capital Management, LLC
DECREASED26,92427,864-940-3%$1.6M$1.4M-$183.7K2026-11-04
Range Financial Group LLC
DECREASED25,91726,652-735-3%$1.5M$1.4M-$167.1K2026-10-21
Key FInancial Inc
DECREASED25,90126,496-595-2%$1.5M$1.4M-$158.9K2026-11-02
Breachway Investments LLC
INCREASED25,47524,165+1,310+5%$1.4M$1.3M-$47.0K2026-10-19
Ethic Inc.
INCREASED24,8824,174+20,708+496%$240.7K$1.3M+$1.1M2026-11-03
Citizens Financial Group Inc
INCREASED24,64815,634+9,014+58%$901.6K$1.3M+$401.3K2026-10-23
Wiregrass Investment Management LLC
INCREASED24,04521,344+2,701+13%$1.2M$1.3M+$40.1K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED23,96120,668+3,293+16%$1.2M$1.3M+$74.7K2026-10-28
Lee, Kelleher & Klein Wealth Management
DECREASED23,76824,248-480-2%$1.4M$1.3M-$142.0K2026-10-08
Strategic Blueprint, LLC
DECREASED23,62024,123-503-2%$1.4M$1.2M-$142.7K2026-10-22
BlueChip Wealth Advisors LLC
INCREASED23,56516,142+7,423+46%$930.9K$1.2M+$314.7K2026-11-03
Richardson Financial Services Inc.
DECREASED23,47524,239-764-3%$1.4M$1.2M-$157.0K2026-10-30
Meridian Wealth Management, LLC
DECREASED23,08824,834-1,746-7%$1.4M$1.2M-$211.8K2026-11-05
Prospera Financial Services Inc
INCREASED23,02019,812+3,208+16%$1.1M$1.3M+$112.7K2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED22,98222,719+263+1%$1.3M$1.2M-$93.7K2026-11-05
Orin Green Financial, LLC
DECREASED22,90623,502-596-3%$1.4M$1.2M-$144.6K2026-10-19
Perigon Wealth Management, LLC
DECREASED22,71724,686-1,969-8%$1.4M$1.2M-$222.8K2026-10-22
McMill Wealth Management
NEW22,566—+22,566——$1.2M—2026-11-05
SFG Wealth Management, Llc.
DECREASED22,23322,314-810%$1.3M$1.2M-$111.6K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED22,09740,150-18,053-45%$2.3M$1.2M-$1.1M2026-10-13
Kagan Cocozza Asset Management
DECREASED21,06824,743-3,675-15%$1.4M$1.1M-$313.3K2026-10-19
Go Invest LLC
INCREASED20,60320,273+330+2%$1.2M$1.1M-$80.0K2026-10-09
Planning Strategies Inc.
DECREASED20,56323,567-3,004-13%$1.4M$1.1M-$272.1K2026-10-02
Sharkey, Howes & Javer
INCREASED20,55320,540+13+0%$1.2M$1.1M-$98.1K2026-10-22
Titleist Asset Management, LLC
INCREASED20,04718,889+1,158+6%$1.1M$1.1M-$29.6K2026-10-08
Independent Financial Group, LLC
INCREASED19,95618,222+1,734+10%$1.1M$1.1M+$4.0K2026-10-13
Norden Group LLC
INCREASED19,75018,911+839+4%$1.1M$1.0M-$46.6K2026-10-20
Swmg, LLC
DECREASED19,67520,261-586-3%$1.1M$1.1M-$84.7K2026-10-23
Opulen Financial Group LLC
INCREASED19,58117,075+2,506+15%$984.7K$1.0M+$50.3K2026-10-22
SAX Wealth Advisors, LLC
DECREASED19,14424,225-5,081-21%$1.2M$1.0M-$158.6K2026-10-13
Nikulski Financial, Inc.
DECREASED19,02220,681-1,659-8%$1.2M$1.0M-$187.2K2026-11-06
Delta Wealth Advisors LLC
DECREASED18,98319,671-688-3%$1.1M$1.0M-$130.9K2026-10-09
Lockerman Financial Group, Inc.
INCREASED18,75417,013+1,741+10%$981.2K$991.3K+$10.2K2026-10-19
Silverlake Wealth Management LLC
DECREASED18,64119,594-953-5%$1.1M$985.3K-$144.6K2026-10-21
Wall Capital Group, Inc.
INCREASED18,62617,372+1,254+7%$1.0M$984.6K-$17.2K2026-10-14
Saxony Capital Management, LLC
DECREASED18,19354,133-35,940-66%$3.1M$961.7K-$2.2M2026-10-15
Redwood Financial Network Corp
INCREASED18,07717,506+571+3%$1.0M$955.5K-$54.0K2026-11-03
Oppenheimer & Co Inc
DECREASED17,86918,888-1,019-5%$1.1M$944.6K-$144.7K2026-10-26
Summit Financial Strategies, Inc.
DECREASED17,78417,790-60%$1.0M$940.1K-$85.9K2026-10-14
Intrua Financial, LLC
DECREASED17,69419,123-1,429-7%$1.1M$935.3K-$167.5K2026-10-28
CGN Advisors LLC
INCREASED17,51817,096+422+2%$985.9K$926.0K-$59.9K2026-10-21
Guardian Asset Advisors, LLC
INCREASED17,18410,259+6,925+68%$591.6K$908.1K+$316.5K2026-10-16
International Private Wealth Advisors LLC
DECREASED16,92017,319-399-2%$998.8K$894.4K-$104.4K2026-11-05
Symphony Financial, Ltd. Co.
INCREASED16,65211,859+4,793+40%$681.2K$884.4K+$203.2K2026-10-22
Downshift Financial, LLC
INCREASED16,42816,427+1+0%$947.4K$868.4K-$79.0K2026-10-13
Adamsbrown Wealth Consultants LLC
DECREASED16,27116,336-650%$942.1K$860.1K-$82.0K2026-10-20
Washington Trust Co
DECREASED16,24317,458-1,215-7%$1.0M$858.6K-$148.2K2026-10-22
Ascent Group, LLC
INCREASED16,15515,656+499+3%$902.9K$854.0K-$48.9K2026-10-30
Worth Financial Advisory Group, LLC
DECREASED16,00216,473-471-3%$950.0K$845.9K-$104.1K2026-10-19
Northbridge Financial Group, LLC
DECREASED15,99616,442-446-3%$948.2K$863.6K-$84.6K2026-11-05
Rossmore Private Capital
INCREASED15,97515,475+500+3%$892.4K$844.4K-$48.0K2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED15,8616,813+9,048+133%$392.9K$838.4K+$445.5K2026-10-21
Smart Wealth LLC
DECREASED15,71533,592-17,877-53%$1.9M$830.7K-$1.1M2026-11-04
Valpey Financial Services, LLC
INCREASED15,68414,100+1,584+11%$813.1K$829.1K+$15.9K2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED15,42815,493-650%$893.5K$815.5K-$78.0K2026-10-13
Financial Synergies Wealth Advisors, Inc.
DECREASED15,27415,370-96-1%$886.4K$807.4K-$79.0K2026-10-16
Berman McAleer LLC
DECREASED15,05716,652-1,595-10%$960.3K$795.9K-$164.4K2026-10-16
CX Institutional
DECREASED14,61514,954-339-2%$862$773-$892026-10-02
DWM Financial Group, Inc.
NEW14,456—+14,456——$764.1K—2026-10-28
Cullen T Bankers, Inc.
INCREASED14,42414,381+43+0%$829.4K$762.5K-$66.9K2026-10-28
Capstone Wealth Management Group, LLC
DECREASED14,41714,890-473-3%$858.7K$667.8K-$191.0K2026-11-05
Penobscot Wealth Management
DECREASED14,28714,575-288-2%$840.5K$755.2K-$85.3K2026-10-21
BIP Wealth, LLC
DECREASED14,23215,663-1,431-9%$903.3K$752.3K-$151.0K2026-10-22
Summit Investment Advisory Services, LLC
DECREASED14,06414,118-540%$814.2K$743.4K-$70.8K2026-11-03
Spartan Planning & Wealth Management
INCREASED14,0496,946+7,103+102%$400.6K$742.6K+$342.0K2026-10-13
Sunburst Financial Group, LLC
INCREASED14,04514,035+10+0%$809.4K$742.4K-$67.0K2026-10-09
E&G Advisors, LLC
DECREASED13,52513,579-540%$783.1K$714.9K-$68.2K2026-10-13
Essex Bank
INCREASED13,36512,068+1,297+11%$695.9K$706.5K+$10.5K2026-10-16
MFA Wealth Services
DECREASED13,31413,320-60%$768.2K$703.8K-$64.4K2026-10-14
Nations Financial Group Inc,
DECREASED13,28613,336-500%$769.1K$702.3K-$66.8K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED13,26013,427-167-1%$773.3K$700.9K-$72.4K2026-10-28
Investment Planning Advisors, Inc.
INCREASED13,25513,132+123+1%$757.3K$700.7K-$56.7K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED13,18813,452-264-2%$775.8K$697.1K-$78.7K2026-10-20
October Effect Ltd
INCREASED13,17212,350+822+7%$712.2K$696.3K-$16.0K2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED13,09212,884+208+2%$743.0K$692.0K-$51.0K2026-10-15
Tennessee Valley Asset Management Partners
INCREASED12,89811,161+1,737+16%$643.7K$681.8K+$38.2K2026-11-03
Mengis Capital Management, Inc.
INCREASED12,88111,990+891+7%$691.5K$680.9K-$10.6K2026-10-13
Trek Financial, LLC
INCREASED12,8215,579+7,242+130%$321.8K$677.7K+$356.0K2026-10-29
Horizon Wealth Management, LLC
INCREASED12,67212,671+1+0%$730.7K$669.8K-$60.9K2026-11-02
LexAurum Advisors, LLC
DECREASED12,45913,390-931-7%$772.2K$658.6K-$113.6K2026-10-19
Fulton Bank, N.A.
INCREASED12,42911,720+709+6%$675.9K$657.0K-$18.9K2026-10-14
Advisor Resource Council
DECREASED12,27813,629-1,351-10%$778.8K$663.6K-$115.2K2026-11-05
Pettinga Financial Advisors LLC
INCREASED12,27512,050+225+2%$694.9K$648.9K-$46.1K2026-10-13
Financial Management Network Inc
DECREASED12,19712,351-154-1%$701.0K$656.7K-$44.3K2026-10-09
Third View Private Wealth, LLC
DECREASED12,03712,113-76-1%$698.5K$636.3K-$62.3K2026-10-30
Sanchez Gaunt Capital Management, LLC
INCREASED11,91210,295+1,617+16%$593.7K$629.7K+$36.0K2026-11-03
Independent Wealth Network Inc.
DECREASED11,77312,186-413-3%$702.8K$622.3K-$80.4K2026-10-19
Univest Financial Corp
DECREASED11,71614,626-2,910-20%$843.5K$619.3K-$224.2K2026-11-05
Apella Capital, LLC
DECREASED11,61211,910-298-2%$673.5K$618.7K-$54.8K2026-10-08
Fingerlakes Wealth Management, Inc.
INCREASED11,53311,439+94+1%$659.7K$609.7K-$50.0K2026-11-04
Colonial River Investments, LLC
DECREASED11,53014,421-2,891-20%$831.7K$609.5K-$222.2K2026-10-19
McGuire Investment Group, LLC
UNCHANGED11,35711,35700%$655.0K$600.3K-$54.6K2026-10-23
Salomon & Ludwin, LLC
DECREASED11,11811,315-197-2%$649.3K$587.7K-$61.6K2026-10-29
Lynch & Associates
UNCHANGED11,11411,11400%$640.9K$587.5K-$53.5K2026-10-13
Brown Financial Advisory
DECREASED11,09311,331-238-2%$653.5K$586.4K-$67.1K2026-11-05
Alliance Wealth Advisors, LLC
INCREASED10,99910,693+306+3%$616.7K$581.4K-$35.3K2026-10-28
Aegis Wealth Management, Inc.
INCREASED10,9219,696+1,225+13%$559.1K$577.3K+$18.2K2026-10-26
WealthPoint Financial, LLC
DECREASED10,83311,215-382-3%$646.8K$572.6K-$74.1K2026-11-03
McClarren Financial Advisors, Inc.
INCREASED10,76710,713+54+1%$617.8K$569.1K-$48.7K2026-10-15
Idaho Trust Co
DECREASED10,47813,840-3,362-24%$798.1K$553.8K-$244.3K2026-11-04
MMA Asset Management LLC
INCREASED10,4219,436+985+10%$544.2K$550.9K+$6.7K2026-11-02
Harbor Investment Advisory, LLC
DECREASED10,40411,454-1,050-9%$660.6K$550.0K-$110.6K2026-10-13
Spinnaker Investment Group, LLC
INCREASED10,4019,348+1,053+11%$539.1K$549.8K+$10.7K2026-10-13
PKS Advisory Services, LLC
UNCHANGED10,37210,37200%$598.2K$598.2K$02026-10-26
Keybank National Association
DECREASED10,22510,347-122-1%$596.7K$540.5K-$56.2K2026-11-04
BCS Wealth Management
UNCHANGED10,20010,20000%$588.2K$539.2K-$49.1K2026-11-03
Montis Financial, LLC
INCREASED10,14010,122+18+0%$583.7K$536.0K-$47.7K2026-11-04
VCI Wealth Management LLC
INCREASED10,1088,558+1,550+18%$493.5K$534.3K+$40.8K2026-10-29
ACT Advisors, Llc.
INCREASED10,09110,046+45+0%$579.4K$533.4K-$46.0K2026-10-15
Mystic Asset Management, Inc.
INCREASED9,9869,980+6+0%$575.5K$527.9K-$47.7K2026-10-15
Gilpin Wealth Management, LLC
DECREASED9,91410,724-810-8%$618.5K$524.1K-$94.4K2026-10-09
Voisard Asset Management Group, Inc.
DECREASED9,88110,346-465-4%$596.7K$522.3K-$74.4K2026-10-13
Claro Advisors Inc.
DECREASED9,8819,985-104-1%$575.8K$522.3K-$53.5K2026-11-02
Gateway Investment Advisers LLC
NEW9,760—+9,760——$515.9K—2026-10-13
Guidance Capital, Inc
INCREASED9,2995,742+3,557+62%$328.5K$511.3K+$182.8K2026-11-03
Grove Bank & Trust
UNCHANGED9,1929,19200%$530.1K$485.9K-$44.2K2026-10-08
Paragon Advisors, LLC
INCREASED9,1876,849+2,338+34%$395.0K$485.6K+$90.6K2026-11-03
E6 Portfolios, LLC
DECREASED9,1179,218-101-1%$531.6K$481.9K-$49.7K2026-10-26
Legacy Advisors, LLC
DECREASED9,1059,475-370-4%$546.4K$481.3K-$65.1K2026-10-19
Parcion Private Wealth LLC
UNCHANGED8,9808,98000%$517.9K$474.7K-$43.2K2026-10-28
Caldwell Trust Co
UNCHANGED8,8628,86200%$511.1K$468.4K-$42.6K2026-10-30
PFG Advisors
INCREASED8,8518,660+191+2%$499.4K$467.9K-$31.6K2026-10-16
Center For Asset Management LLC
INCREASED8,7988,060+738+9%$464.8K$465.1K+$2462026-10-16
Harmony Asset Management LLC
INCREASED8,7457,920+825+10%$456.7K$462.3K+$5.5K2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED8,6598,642+17+0%$498.4K$457.7K-$40.7K2026-10-15
Aureum Wealth Management, LLC
DECREASED8,5818,683-102-1%$500.7K$453.6K-$47.2K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED8,5699,155-586-6%$528.0K$453.0K-$75.0K2026-10-13
Wlth Capital Management, LLC
DECREASED8,48253,727-45,245-84%$3.1M$448.4K-$2.7M2026-10-20
US Bancorp \de\
DECREASED8,3718,501-130-2%$490.3K$442.5K-$47.8K2026-11-05
Keudell ison Wealth Management
INCREASED8,3658,352+13+0%$481.7K$442.2K-$39.5K2026-10-16
Howard Financial Services, Ltd.
INCREASED8,3578,338+19+0%$480.9K$441.7K-$39.1K2026-10-15
Creative Financial Designs Inc
DECREASED8,3308,676-346-4%$500.3K$440.3K-$60.0K2026-11-04
Verdence Capital Advisors LLC
DECREASED8,2568,306-50-1%$479.0K$436.4K-$42.6K2026-10-26
Curry Webb Wealth Management LLC
UNCHANGED8,1778,17700%$471.6K$471.6K$02026-10-22
Apeiron RIA LLC
INCREASED8,0287,417+611+8%$427.8K$427.4K-$3472026-10-08
Sterling Wealth Management, Inc.
DECREASED7,9759,221-1,246-14%$531.8K$421.6K-$110.2K2026-10-23
Oath Planning, LLC
INCREASED7,9737,941+32+0%$457.9K$421.5K-$36.5K2026-10-20
HB Wealth Management, LLC
DECREASED7,95218,252-10,300-56%$1.1M$420.3K-$632.3K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED7,8647,174+690+10%$413.7K$415.7K+$2.0K2026-10-05
ERn Financial, LLC
DECREASED7,8498,353-504-6%$481.7K$414.9K-$66.9K2026-10-28
Security Financial Services, Inc.
DECREASED7,8468,701-855-10%$501.8K$414.8K-$87.0K2026-10-29
Balboa Wealth Partners
INCREASED7,8067,431+375+5%$428.6K$412.6K-$15.9K2026-10-20
First Heartland Consultants, Inc.
DECREASED7,7567,902-146-2%$455.7K$410.0K-$45.7K2026-10-08
Fusion Family Wealth, LLC
UNCHANGED7,7277,72700%$445.6K$408.4K-$37.2K2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED7,6537,271+382+5%$419.3K$404.5K-$14.8K2026-11-05
Integrity Wealth Partners, LLC
NEW7,617—+7,617——$400.8K—2026-10-14
High Probability Advisors, LLC
INCREASED7,3756,977+398+6%$402.3K$389.8K-$12.5K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED7,374191,067-183,693-96%$11.0M$389.8K-$10.6M2026-10-08
William Mack & Associates, Inc.
UNCHANGED7,2607,26000%$418.7K$383.8K-$34.9K2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED7,2227,001+221+3%$403.7K$381.7K-$22.0K2026-10-09
Stirlingshire Investments, Inc.
DECREASED7,1757,535-360-5%$434.6K$379.3K-$55.2K2026-11-05
WealthPlan Investment Management, LLC
INCREASED7,1256,653+472+7%$383.7K$376.6K-$7.1K2026-10-15
Acorn Wealth Advisors, LLC
DECREASED7,0467,092-46-1%$409.0K$372.4K-$36.5K2026-10-19
Clifford Swan Investment Counsel LLC
UNCHANGED7,0257,02500%$405.1K$371.3K-$33.8K2026-11-05
Retirement Financial Solutions, LLC
INCREASED7,0126,984+28+0%$402.8K$370.7K-$32.1K2026-10-20
Blue Trust, Inc.
INCREASED6,984891+6,093+684%$51.4K$369.2K+$317.8K2026-10-15
YHB Investment Advisors, Inc.
DECREASED6,9757,111-136-2%$410.1K$368.7K-$41.4K2026-10-08
Brookstone Capital Management
INCREASED6,9616,941+20+0%$400.3K$367.9K-$32.4K2026-10-22
Sunpointe, LLC
UNCHANGED6,9356,93500%$399.9K$366.6K-$33.4K2026-10-22
Latitude Advisors, LLC
DECREASED6,9298,904-1,975-22%$513.5K$366.3K-$147.2K2026-10-27
Fidelity D & D Bancorp Inc
UNCHANGED6,8486,84800%$394.9K$362.0K-$32.9K2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED6,8456,84500%$394.8K$361.8K-$32.9K2026-11-03
Triumph Capital Management
DECREASED6,7307,464-734-10%$430.4K$355.7K-$74.7K2026-10-14
Salem Investment Counselors Inc
UNCHANGED6,6686,66800%$384.5K$352.5K-$32.1K2026-10-13
Hopwood Financial Services, Inc.
DECREASED6,6566,778-122-2%$390.9K$351.8K-$39.1K2026-10-29
Compound Planning, Inc.
DECREASED6,6218,193-1,572-19%$472.5K$350.0K-$122.5K2026-11-05
USAdvisors Wealth Management, LLC
INCREASED6,5886,370+218+3%$367.0K$348-$366.7K2026-10-21
Bridgelight Financial Advisors, Inc.
INCREASED6,5856,567+18+0%$378.7K$348.1K-$30.6K2026-10-20
Old Second National Bank of Aurora
DECREASED6,5218,438-1,917-23%$486.6K$344.7K-$141.9K2026-10-22
Sherman Wealth Management LLC
INCREASED6,5136,427+86+1%$370.6K$344.3K-$26.3K2026-10-16
Beaumont Financial Advisors, LLC
INCREASED6,4964,959+1,537+31%$286.0K$343.4K+$57.4K2026-10-22
Ejmk Ventures LLC
UNCHANGED6,4806,48000%$373.7K$342.5K-$31.2K2026-10-21
Vestia Personal Wealth Advisors
DECREASED6,4746,573-99-2%$379.1K$342.2K-$36.9K2026-10-20
Acropolis Investment Management, LLC
INCREASED6,4045,742+662+12%$331.1K$338.5K+$7.4K2026-10-08
Narus Financial Partners, LLC
DECREASED6,3916,689-298-4%$385.8K$337.8K-$47.9K2026-10-19
Absolute Capital Management, LLC
DECREASED6,3897,788-1,399-18%$449.2K$337.8K-$111.4K2026-10-16
Precedent Wealth Partners, LLC
DECREASED6,3276,335-80%$365.3K$334.4K-$30.9K2026-10-21
Woodmont Investment Counsel LLC
DECREASED6,2206,515-295-5%$375.7K$328.8K-$46.9K2026-10-29
Diversified Enterprises, LLC
UNCHANGED6,1696,16900%$355.8K$326.1K-$29.7K2026-10-19
Red Mountain Financial, LLC
DECREASED6,1126,275-163-3%$361.9K$323.1K-$38.8K2026-11-03
Noesis Capital Mangement Corp
UNCHANGED6,0006,00000%$346.0K$317.2K-$28.9K2026-10-26
HUB Investment Partners, LLC
INCREASED5,9925,911+81+1%$340.9K$316.7K-$24.2K2026-11-03
Stevens Capital Partners
INCREASED5,9634,280+1,683+39%$246.8K$315.2K+$68.4K2026-10-29
Barnes Dennig Private Wealth Management LLC
DECREASED5,9175,985-68-1%$345.2K$312.8K-$32.4K2026-10-30
United Advisor Group, LLC
INCREASED5,8865,632+254+5%$324.8K$311.1K-$13.7K2026-11-03
Sapient Capital LLC
UNCHANGED5,8285,82800%$336.1K$308.1K-$28.0K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED5,7365,739-30%$331.0K$303.2K-$27.8K2026-11-04
American Financial & TAX Strategies Inc
INCREASED5,7265,725+1+0%$330.1K$302.7K-$27.5K2026-10-16
Eclectic Associates Inc
DECREASED5,7195,963-244-4%$343.9K$302.3K-$41.6K2026-10-09
Welch & Forbes LLC
UNCHANGED5,7005,70000%$328.7K$301.3K-$27.4K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED5,6925,649+43+1%$325.8K$300.9K-$24.9K2026-11-02
Optimist Retirement Group LLC
INCREASED5,5695,564+5+0%$320.9K$294.4K-$26.5K2026-10-30
Amplius Wealth Advisors, LLC
INCREASED5,5623,684+1,878+51%$212.5K$294.0K+$81.6K2026-10-20
Aspen Wealth Management LLC
INCREASED5,5355,527+8+0%$318.8K$292.6K-$26.2K2026-10-14
MBE Wealth Management, LLC
DECREASED5,4465,780-334-6%$333.3K$287.9K-$45.5K2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED5,4423,979+1,463+37%$225.1K$290.4K+$65.3K2026-10-13
Apollon Financial, LLC
DECREASED5,4245,447-230%$314.1K$286.7K-$27.4K2026-10-23
Mascagni Wealth Management, Inc.
INCREASED5,3765,349+27+1%$308.5K$284.2K-$24.3K2026-10-23
Stegent Equity Advisors, Inc.
UNCHANGED5,3715,37100%$309.7K$283.9K-$25.8K2026-10-13
Summit Wealth Group LLC / Co
UNCHANGED5,3365,33600%$307.7K$282.1K-$25.7K2026-10-29
Financial Solutions Advisory Group, Inc.
UNCHANGED5,3305,33000%$301.5K$281.6K-$19.9K2026-10-28
Heck Capital Advisors, LLC
NEW5,320—+5,320——$281.2K—2026-10-14
Cranbrook Wealth Management, LLC
DECREASED5,3195,326-70%$307.2K$281.2K-$26.0K2026-10-28
Moneywise, Inc.
DECREASED5,2617,272-2,011-28%$419.4K$278.1K-$141.3K2026-10-30
Trinity Wealth Management, LLC
INCREASED5,2585,170+88+2%$298.2K$277.9K-$20.2K2026-10-13
Ironwood Financial, llc
DECREASED5,2345,248-140%$295.8K$276.7K-$19.2K2026-10-20
National Wealth Management Group, LLC
DECREASED5,2275,237-100%$302.0K$276.3K-$25.7K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED5,1975,176+21+0%$293.8K$274.7K-$19.1K2026-11-02
Roman Butler Fullerton & Co
INCREASED5,1895,172+17+0%$291.5K$274.1K-$17.4K2026-10-27
Whitegate Investment Counselors, Inc.
UNCHANGED5,1555,15500%$297.3K$272.5K-$24.8K2026-11-02
BLB&B Advisors, LLC
DECREASED5,1456,059-914-15%$349.4K$272.0K-$77.5K2026-10-27
Councilor Wealth, LLC
INCREASED5,1385,136+2+0%$296.2K$271.6K-$24.6K2026-10-09
HBW Advisory Services LLC
DECREASED5,1315,349-218-4%$308.5K$271.2K-$37.3K2026-10-15
Financial Perspectives, Inc
INCREASED5,077625+4,452+712%$36.0K$268.4K+$232.4K2026-11-03
Wealth Architects, LLC
NEW5,068—+5,068——$267.9K—2026-11-03
Evergreen Capital Management LLC
DECREASED5,0165,570-554-10%$321.2K$265.1K-$56.1K2026-10-23
Main Line Retirement Advisors, LLC
INCREASED5,0165,005+11+0%$288.6K$265.2K-$23.5K2026-10-14
Eagle Rock Investment Company, LLC
INCREASED4,9813,747+1,234+33%$216.1K$263.3K+$47.2K2026-10-21
Arthur M. Cohen & Associates, LLC
INCREASED4,9594,939+20+0%$284.8K$262.1K-$22.7K2026-10-26
Milestone Asset Management Group, LLC
DECREASED4,9245,106-182-4%$294.5K$260.3K-$34.2K2026-10-20
Cypress Financial Planning LLC
INCREASED4,9094,861+48+1%$280.3K$259.5K-$20.8K2026-10-09
Plan A Wealth LLC
DECREASED4,9015,688-787-14%$328.0K$259.1K-$69.0K2026-10-08
Townsend Asset Management Corp
UNCHANGED4,8964,89600%$282.4K$258.8K-$23.5K2026-10-29
RCW Management, LLC
INCREASED4,8934,619+274+6%$266.4K$258.7K-$7.7K2026-10-30
Shaker Investments LLC
NEW4,890—+4,890——$258.5K—2026-11-05
Kraft, Davis & Associates, LLC
INCREASED4,8904,820+70+1%$269.3K$258.6K-$10.8K2026-10-21
15 Wealth Advisors LLC
NEW4,879—+4,879——$257.9K—2026-10-14
Glenview Trust Co
INCREASED4,8314,500+331+7%$259.5K$255.4K-$4.1K2026-10-28
Arlington Trust Co LLC
UNCHANGED4,7364,73600%$273.1K$250.3K-$22.8K2026-10-20
Financial Advisory Partners, LLC
INCREASED4,6994,282+417+10%$246.9K$248.4K+$1.4K2026-10-23
Independence Bank of Kentucky
INCREASED4,6704,233+437+10%$244.1K$246.9K+$2.7K2026-10-26
Factor Wealth Management LTD
DECREASED4,6704,674-40%$269.5K$246.9K-$22.7K2026-10-08
Stanich Group LLC
DECREASED4,5694,570-10%$263.6K$241.5K-$22.0K2026-10-16
Sovran Advisors, LLC
DECREASED4,5444,554-100%$255.5K$250.8K-$4.7K2026-11-02
One Wealth Capital Management, LLC
DECREASED4,4837,289-2,806-38%$420.4K$237.0K-$183.4K2026-10-23
GSG Advisors LLC
INCREASED4,4664,448+18+0%$256.5K$236.0K-$20.4K2026-11-03
Optima Capital LLC
DECREASED4,4316,751-2,320-34%$389.3K$234.3K-$155.0K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED4,3684,356+12+0%$251.2K$230.9K-$20.4K2026-11-05
Fonville Wealth Management LLC
INCREASED4,3524,267+85+2%$246.1K$230.0K-$16.0K2026-10-28
Guardian Wealth Advisors, LLC
UNCHANGED4,3354,33500%$250.0K$235.3K-$14.7K2026-10-30
Professional Financial Advisors, LLC
DECREASED4,3224,471-149-3%$257.9K$228.5K-$29.4K2026-10-13
Flagship Private Wealth, LLC
INCREASED4,2903,610+680+19%$208.2K$226.7K+$18.5K2026-11-05
Marion Wealth Management
INCREASED4,2884,201+87+2%$242.3K$226.7K-$15.6K2026-10-22
Forza Wealth Management, LLC
UNCHANGED4,2494,24900%$245.0K$224.6K-$20.4K2026-10-20
Capital Investment Advisors, LLC
INCREASED4,2244,209+15+0%$242.8K$223.3K-$19.5K2026-10-22
AMI Investment Management Inc
NEW4,189—+4,189——$221.4K—2026-10-27
Certified Advisory Corp
INCREASED4,1893,966+223+6%$228.7K$221.4K-$7.3K2026-10-29
Capital Squared Financial LLC
DECREASED4,1884,193-50%$241.8K$221.4K-$20.4K2026-10-30
Pinnacle Associates LTD
UNCHANGED4,0364,03600%$232.8K$213.4K-$19.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED4,0243,811+213+6%$219.8K$212.7K-$7.0K2026-10-30
Power Wealth Management LLC
UNCHANGED3,9993,99900%$230.6K$211.4K-$19.2K2026-10-27
Elevation Wealth Management LLC
UNCHANGED3,9943,99400%$230.3K$211.1K-$19.2K2026-11-02
S.A. Mason LLC
INCREASED3,9833,954+29+1%$228.0K$210.5K-$17.5K2026-10-13
Moisand Fitzgerald Tamayo, LLC
DECREASED3,9534,143-190-5%$238.9K$209.0K-$30.0K2026-10-15
Quadcap Wealth Management, LLC
UNCHANGED3,9063,90600%$225.3K$206.5K-$18.8K2026-11-02
Objective Capital Management, LLC
UNCHANGED3,8933,89300%$224.5K$205.8K-$18.7K2026-10-13
Well Done, LLC
DECREASED3,8903,900-100%$224.9K$205.6K-$19.3K2026-10-20
BAR Harbor Wealth Management
UNCHANGED3,8213,82100%$220.4K$202.0K-$18.4K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED3,7033,70300%$213.6K$213.6K$02026-11-03
Evolution Wealth Management Inc.
DECREASED3,6623,727-65-2%$214.9K$193.6K-$21.4K2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED3,5003,499+1+0%$179.0K$186-$178.8K2026-11-04
Joseph Group Capital Management
INCREASED3,3192,649+670+25%$152.8K$175.4K+$22.7K2026-11-04
Nfsg Corp
UNCHANGED3,1113,11100%$179.4K$164.4K-$15.0K2026-10-15
Global Trust Asset Management, LLC
UNCHANGED2,9982,99800%$172.9K$158.5K-$14.4K2026-10-19
First Pacific Financial
INCREASED2,9582,946+12+0%$169.9K$156.4K-$13.5K2026-10-14
GGM Financial LLC
INCREASED2,9422,886+56+2%$166.4K$155.5K-$10.9K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED2,9382,93800%$169.4K$155.3K-$14.1K2026-10-07
Parallel Advisors, LLC
INCREASED2,8291,125+1,704+151%$64.9K$149.5K+$84.7K2026-11-03
Abound Wealth Management
INCREASED2,8112,642+169+6%$152.4K$148.6K-$3.8K2026-10-26
Cape Investment Advisory, Inc.
DECREASED2,6822,919-237-8%$168.3K$141.8K-$26.6K2026-10-13
Gamma Investing LLC
DECREASED2,6552,831-176-6%$163.3K$140.3K-$22.9K2026-10-08
Brown, Lisle Ings, Inc.
INCREASED2,6482,374+274+12%$136.9K$140.0K+$3.1K2026-10-16
Phillips Financial Management, LLC
UNCHANGED2,4802,48000%$143.0K$131.1K-$11.9K2026-10-19
Sima Wealth Partners, LLC
UNCHANGED2,4442,44400%$141.0K$129.2K-$11.8K2026-10-19
Capital Advisors, Ltd. LLC
UNCHANGED2,2782,27800%$131$120-$112026-10-27
Fairway Wealth LLC
UNCHANGED2,0052,00500%$115.6K$106.0K-$9.6K2026-10-30
Balance Wealth Partners LLC
NEW2,003—+2,003——$105.9K—2026-10-27
Piscataqua Savings Bank
DECREASED2,0002,500-500-20%$144.2K$105.7K-$38.5K2026-10-21
Rudd Co d/b/a Styre Wealth
NEW1,889—+1,889——$99.8K—2026-10-29
Sage Mountain Advisors LLC
UNCHANGED1,8311,83100%$105.6K$96.8K-$8.8K2026-11-02
Root Financial Partners, LLC
NEW1,825—+1,825——$96.5K—2026-10-21
Spire Wealth Management
UNCHANGED1,8031,80300%$104.0K$95.3K-$8.7K2026-10-30
Polaris Financial Partners
NEW1,716—+1,716——$91—2026-10-02
1620 Investment Advisors, Inc.
INCREASED1,712394+1,318+335%$22.7K$90.5K+$67.7K2026-11-04
USA Financial Formulas
NEW1,565—+1,565——$82.7K—2026-10-16
Balentine LLC
INCREASED1,4311,425+6+0%$82.2K$75.6K-$6.6K2026-11-03
JFS Wealth Advisors, LLC
INCREASED1,3541,335+19+1%$77.0K$71.6K-$5.4K2026-11-03
American National Bank & Trust
DECREASED1,3341,340-60%$77.3K$70.5K-$6.8K2026-10-07
Vima LLC
UNCHANGED1,1691,16900%$67.4K$61.8K-$5.6K2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED1,1501,15000%$66.3K$62.0K-$4.3K2026-10-29
Mcdonald Partners LLC
INCREASED1,1221,031+91+9%$59.5K$59.3K-$1492026-11-03
Central Trust Co
UNCHANGED1,0751,07500%$62.0K$56.8K-$5.2K2026-11-05
Tompkins Financial Corp
DECREASED1,0731,109-36-3%$64.0K$56.7K-$7.2K2026-10-05
Chapman Financial Group, LLC
UNCHANGED90090000%$51.9K$47.6K-$4.3K2026-10-26
IMG Wealth Management, Inc.
UNCHANGED86986900%$50.1K$45.9K-$4.2K2026-10-27
Buck Wealth Strategies, LLC
DECREASED853856-30%$49.3K$45.1K-$4.3K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED83383300%$48.0K$44.0K-$4.0K2026-10-23
Align Financial, LLC
UNCHANGED77777700%$44.8K$41.1K-$3.7K2026-10-16
Manchester Capital Management LLC
UNCHANGED76276200%$43.9K$40.3K-$3.7K2026-10-22
Montag A & Associates Inc
UNCHANGED75575500%$43.5K$39.9K-$3.6K2026-10-29
Lodestone Wealth Management LLC
UNCHANGED71371300%$41.1K$37.7K-$3.4K2026-10-14
Mather Group, Llc.
INCREASED675385+290+75%$22.2K$35.7K+$13.5K2026-10-14
Elevation Wealth Partners, LLC
UNCHANGED67067000%$38.6K$35.4K-$3.2K2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED6381,033-395-38%$59.6K$33.7K-$25.8K2026-11-04
Rossby Financial, LCC
INCREASED617501+116+23%$28.9K$32.6K+$3.7K2026-11-05
Atwood & Palmer Inc
UNCHANGED60760700%$35.0K$32.1K-$2.9K2026-10-08
Provenance Wealth Advisors, LLC
NEW598—+598——$31.6K—2026-10-30
POM Investment Strategies, LLC
DECREASED593796-203-25%$45.9K$31.4K-$14.6K2026-10-20
Tsfg, LLC
DECREASED5775,451-4,874-89%$314.0K$31-$314.0K2026-10-23
North Star Investment Management Corp.
INCREASED573571+2+0%$32.9K$30.3K-$2.6K2026-10-27
New England Capital Financial Advisors LLC
NEW568—+568——$30.0K—2026-11-03
Barrett & Company, Inc.
UNCHANGED56256200%$32.4K$29.7K-$2.7K2026-10-22
Silver Grove Financial Group, Inc.
DECREASED5401,554-1,014-65%$89.6K$28.5K-$61.1K2026-11-05
Trust Co of Toledo NA
UNCHANGED53353300%$30.7K$28.2K-$2.6K2026-10-16
Covestor Ltd
INCREASED507459+48+10%$26$27+$12026-10-30
Center for Financial Planning, Inc.
UNCHANGED50050000%$28.8K$26.4K-$2.4K2026-10-26
Comprehensive Financial Planning, Inc.
UNCHANGED49549500%$28.5K$26.2K-$2.4K2026-10-27
Essential Partners LLC
UNCHANGED44844800%$25.8K$23.7K-$2.2K2026-10-14
Community Financial Services Group, LLC
UNCHANGED44244200%$25.4K$23.5K-$1.8K2026-10-15
SJS Investment Consulting Inc.
UNCHANGED42642600%$24.6K$22.5K-$2.0K2026-10-26
Signaturefd, LLC
INCREASED371255+116+45%$14.7K$19.6K+$4.9K2026-10-23
Blueline Advisors LLC
INCREASED362359+3+1%$20.7K$19.1K-$1.6K2026-10-15
Mainstream Capital Management LLC
NEW345—+345——$18.2K—2026-10-23
Reap Financial Group, LLC
DECREASED3371,248-911-73%$72.0K$17.8K-$54.1K2026-11-02
EPG Wealth Management LLC
INCREASED326325+1+0%$18.7K$17.2K-$1.5K2026-11-03
Hickory Point Bank & Trust
UNCHANGED32032000%$18.5K$16.9K-$1.5K2026-10-01
Key Capital Management, Inc
DECREASED303337-34-10%$19.4K$16.0K-$3.4K2026-11-03
Compass Financial Management LLC
NEW294—+294——$15.5K—2026-10-30
United Financial Planning Group LLC
UNCHANGED24524500%$14.1K$13.0K-$1.2K2026-11-04
Beacon Financial Strategies Corp
NEW243—+243——$12.8K—2026-10-14
Hurley Capital, LLC
INCREASED240225+15+7%$13.0K$12.7K-$2862026-11-05
Costello Asset Management, Inc
INCREASED230200+30+15%$11.5K$12.2K+$6242026-10-30
Tounjian Advisory Partners, LLC
INCREASED221220+1+0%$12.7K$11.7K-$1.0K2026-11-04
SBI Securities Co., Ltd.
INCREASED217216+1+0%$12.5K$11.5K-$9862026-10-22
Redwood Park Advisors LLC
INCREASED191190+1+1%$10.9K$10.1K-$8722026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW188—+188——$9.9K—2026-10-23
Ascentis Wealth Management, LLC
DECREASED187201-14-7%$11.6K$9.9K-$1.7K2026-11-03
Highline Wealth Partners LLC
UNCHANGED18018000%$10.4K$9.5K-$8662026-10-19
Horizons Wealth Management
NEW164—+164——$8.7K—2026-10-05
First Community Trust NA
UNCHANGED15115100%$8.7K$8.0K-$7262026-10-07
Heritage Family Offices, LLP
NEW146—+146——$7.7K—2026-11-02
Asset Dedication, LLC
UNCHANGED14214200%$8.2K$7.5K-$6832026-11-03
Kingdom Financial Group Llc.
UNCHANGED14114100%$8.1K$7.5K-$6782026-11-04
Oakworth Capital, Inc.
UNCHANGED13813800%$7.9K$7.3K-$6232026-10-26
Chilton Capital Management LLC
UNCHANGED13413400%$7.7K$7.1K-$6442026-10-28
Bullock Wealth Management Group
UNCHANGED12812800%$7.3K$6.8K-$5312026-10-09
Ascentis Independent Advisors
NEW118—+118——$6.2K—2026-11-03
Rydar Equities, Inc.
NEW113—+113——$6.0K—2026-10-13
Wolff Wiese Magana LLC
UNCHANGED11311300%$6.5K$6.0K-$5432026-10-15
Entrust Financial LLC
NEW106—+106——$5.6K—2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED10510500%$6.1K$5.6K-$5052026-10-23
Next Level Wealth Planning, LLC
NEW99—+99——$5.2K—2026-10-29
Birchbrook, Inc.
UNCHANGED999900%$5.7K$5.2K-$4762026-10-14
Centerpoint Advisors, LLC
DECREASED91214-123-57%$12$5-$72026-11-05
Frankly Finances, LLC
UNCHANGED848400%$4.8K$4.4K-$4042026-10-28
Navigoe, LLC
NEW79—+79——$4—2026-11-04
GK Wealth Management LLC
NEW78—+78——$4.2K—2026-10-09
Hara Capital LLC
UNCHANGED777700%$4.4K$4.1K-$3712026-10-30
Financial Consulate, Inc
UNCHANGED606000%$3.5K$3.2K-$2892026-10-23
Tradewinds Capital Management, LLC
UNCHANGED595900%$3.4K$3.1K-$2842026-10-23
KFG LLC
NEW56—+56——$3.0K—2026-11-02
Pittenger & Anderson Inc
DECREASED56171-115-67%$9.9K$3.0K-$6.9K2026-11-02
Rakuten Securities, Inc.
UNCHANGED505000%$2.9K$2.6K-$2412026-11-02
Yankcom Partnership
NEW44—+44——$2.3K—2026-10-15
Laurel Wealth Advisors LLC
NEW40—+40——$2.1K—2026-10-27
Breakwater Investment Management
DECREASED3485-51-60%$4.9K$1.8K-$3.1K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED31616-585-95%$35.5K$1.6K-$33.9K2026-10-14
Cassaday & Co Wealth Management LLC
NEW29—+29——$1.5K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED282800%$1.6K$1.5K-$1352026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED222200%$1.3K$1.2K-$1062026-10-23
Networth Advisors, LLC
DECREASED19210-191-91%$12.1K$1.0K-$11.1K2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED161600%$923$846-$772026-11-02
Advocate Investing Services LLC
UNCHANGED9900%$519$476-$432026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED8800%$464$427-$372026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED5500%$285$270-$152026-11-04
Signature Resources Capital Management, LLC
UNCHANGED3300%$173$159-$142026-10-16
Spirit of America Management Corp
DECREASED2115-113-98%$2$107+$1052026-10-14
Halbert Hargrove Global Advisors, LLC
NEW1—+1——$53—2026-10-16
UMB Private Wealth Management, LLC
NEW1—+1——$53—2026-10-19
Hofer & Associates. Inc
CLOSED0118,506-118,506-100%$6.8M$0-$6.8M2026-10-13
SigFig Wealth Management, LLC
CLOSED036,714-36,714-100%$2.1M$0-$2.1M2026-10-07
Louisiana State Employees Retirement System
CLOSED012,500-12,500-100%$720.9K$0-$720.9K2026-10-20
WBI Investments, LLC
CLOSED010,091-10,091-100%$581.9K$0-$581.9K2026-11-05
Madison Park Capital Advisors, LLC
CLOSED010,000-10,000-100%$185.3K$0-$185.3K2026-10-28
Greenspring Advisors, LLC
CLOSED08,009-8,009-100%$461.9K$0-$461.9K2026-11-05
Kelly Financial Services LLC
CLOSED07,868-7,868-100%$453.8K$0-$453.8K2026-10-20
World Equity Group, Inc.
CLOSED07,253-7,253-100%$418.3K$0-$418.3K2026-10-14
Venture Visionary Partners LLC
CLOSED06,904-6,904-100%$398.2K$0-$398.2K2026-10-07
Capital Asset Advisory Services LLC
CLOSED05,182-5,182-100%$298.9K$0-$298.9K2026-10-30
Sigma Planning Corp
CLOSED04,920-4,920-100%$283.7K$0-$283.7K2026-10-23
Onyx Bridge Wealth Group LLC
CLOSED04,046-4,046-100%$233.3K$0-$233.3K2026-10-16
Five Oceans Advisors
CLOSED03,887-3,887-100%$224.1K$0-$224.1K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED03,879-3,879-100%$223.7K$0-$223.7K2026-10-13
Wedbush Securities Inc
CLOSED03,874-3,874-100%$223.0K$0-$223.0K2026-10-22
Kestra Private Wealth Services, LLC
CLOSED03,774-3,774-100%$217.6K$0-$217.6K2026-10-30
Verus Capital Partners, LLC
CLOSED03,769-3,769-100%$217.4K$0-$217.4K2026-11-03
Diligent Investors, LLC
CLOSED03,670-3,670-100%$211.6K$0-$211.6K2026-10-21
Ignite Planners, LLC
CLOSED03,621-3,621-100%$208.8K$0-$208.8K2026-10-14
Kestra Investment Management, LLC
CLOSED03,593-3,593-100%$207.2K$0-$207.2K2026-11-04
Fox Financial, Inc
CLOSED03,590-3,590-100%$207.0K$0-$207.0K2026-10-29
New England Private Wealth Advisors LLC
CLOSED03,579-3,579-100%$201.6K$0-$201.6K2026-10-19
Rockline Wealth Management, LLC
CLOSED03,542-3,542-100%$204.3K$0-$204.3K2026-10-26
Broadway Wealth Solutions, Inc.
CLOSED03,515-3,515-100%$202.7K$0-$202.7K2026-10-21
Tctc Holdings, LLC
CLOSED03,514-3,514-100%$202.7K$0-$202.7K2026-11-02
Csenge Advisory Group
CLOSED03,496-3,496-100%$201.6K$0-$201.6K2026-11-04
TD Private Client Wealth LLC
CLOSED01,824-1,824-100%$105.2K$0-$105.2K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED01,528-1,528-100%$88.1K$0-$88.1K2026-10-29
LifeSteps Financial, Inc.
CLOSED01,153-1,153-100%$66.5K$0-$66.5K2026-10-15
Brooklyn FI, LLC
CLOSED01,143-1,143-100%$64.8K$0-$64.8K2026-11-05
Gill Capital Partners, LLC
CLOSED0914-914-100%$52.7K$0-$52.7K2026-10-13
Signature Equity Partners, LLC
CLOSED0885-885-100%$51.0K$0-$51.0K2026-10-29
International Assets Investment Management, LLC
CLOSED0822-822-100%$47.1K$0-$47.1K2026-11-02
MCF Advisors LLC
CLOSED0800-800-100%$46.1K$0-$46.1K2026-10-28
Tucker Asset Management LLC
CLOSED0406-406-100%$23.4K$0-$23.4K2026-10-29
Stone House Investment Management, LLC
CLOSED0404-404-100%$23.3K$0-$23.3K2026-10-23
Westside Investment Management, Inc.
CLOSED0346-346-100%$20.0K$0-$20.0K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0301-301-100%$17.4K$0-$17.4K2026-10-26
Cornerstone Planning Group LLC
CLOSED0286-286-100%$16.2K$0-$16.2K2026-10-16
Valley Wealth Managers, Inc.
CLOSED0270-270-100%$15.6K$0-$15.6K2026-10-09
Farmers & Merchants Investments Inc
CLOSED0168-168-100%$9.7K$0-$9.7K2026-10-22
Islay Capital Management, LLC
CLOSED050-50-100%$2.9K$0-$2.9K2026-10-20
Avion Wealth
CLOSED017-17-100%$0$0$02026-11-04
Smallwood Wealth Investment Management, LLC
CLOSED07-7-100%$403$0-$4032026-10-30
Maseco LLP
CLOSED01-1-100%$58$0-$582026-10-27
Kozak & Associates, Inc.
CLOSED000—$2$0-$22026-10-29
Realta Investment Advisors
DECREASED0138-138-100%$7.9K$15-$7.9K2026-10-14
LPL Financial LLC
N/A—25,175,605-25,175,605-100%$1.5B———
Betterment LLC
N/A—19,180,838-19,180,838-100%$1.1B———
Financial Engines Advisors L.L.C.
N/A—18,804,022-18,804,022-100%$1.1B———
Bank of America Corp
N/A—12,147,363-12,147,363-100%$700.5M———
Morgan Stanley
N/A—7,614,768-7,614,768-100%$439.1M———
Charles Schwab Investment Management Inc
N/A—6,597,240-6,597,240-100%$380.5M———
Envestnet Asset Management Inc
N/A—6,367,516-6,367,516-100%$367.2M———
Valmark Advisers, Inc.
N/A—5,101,635-5,101,635-100%$294.2M———
Ameriprise Financial Inc
N/A—4,348,586-4,348,586-100%$251.5M———
Raymond James Financial Inc
N/A—3,009,298-3,009,298-100%$173.5M———
UBS Group AG
N/A—2,483,029-2,483,029-100%$143.2M———
Osaic Holdings, Inc.
N/A—2,089,160-2,089,160-100%$120.5M———
Stifel Financial Corp
N/A—2,080,273-2,080,273-100%$120.0M———
PNC Financial Services Group, Inc.
N/A—1,961,330-1,961,330-100%$113.1M———
Northwestern Mutual Wealth Management Co
N/A—1,656,155-1,656,155-100%$95.5M———
State Street Corp
N/A—1,613,064-1,613,064-100%$93.0M———
Cetera Investment Advisers
N/A—1,554,487-1,554,487-100%$89.6M———
Dakota Wealth Management
N/A—1,499,275-1,499,275-100%$86.5M———
Mason Street Advisors, LLC
N/A—1,379,248-1,379,248-100%$79.5M———
Great Valley Advisor Group, Inc.
N/A—1,200,234-1,200,234-100%$69.2M———
Private Advisor Group, LLC
N/A—1,125,006-1,125,006-100%$64.9M———
HighTower Advisors, LLC
N/A—1,071,815-1,071,815-100%$61.8M———
Envestnet Portfolio Solutions, Inc.
N/A—976,262-976,262-100%$56.3M———
Wells Fargo & Company
N/A—952,624-952,624-100%$54.9M———
Equitable Holdings, Inc.
N/A—880,649-880,649-100%$50.8M———
Stadion Money Management, LLC
N/A—803,443-803,443-100%$46.3M———
Morningstar Investment Management LLC
N/A—774,051-774,051-100%$37.4M———
United Capital Financial Advisors, LLC
N/A—732,516-732,516-100%$42.2M———
Royal Bank of Canada
N/A—712,610-712,610-100%$41.1M———
HighPoint Advisor Group LLC
N/A—695,486-695,486-100%$40.1M———
ST Germain D J Co Inc
N/A—630,122-630,122-100%$36.3M———
Clark Capital Management Group, Inc.
N/A—606,750-606,750-100%$35.0M———
Evernest Financial Advisors, LLC
N/A—599,855-599,855-100%$34.6M———
Berkshire Asset Management LLC
N/A—593,958-593,958-100%$34.3M———
Penserra Capital Management LLC
N/A—592,573-592,573-100%$34.2M———
Composition Wealth, LLC
N/A—542,947-542,947-100%$31.3M———
Spinnaker Trust
N/A—479,835-479,835-100%$27.7M———
Abound Financial, LLC
N/A—473,796-473,796-100%$27.3M———
Cornerstone Advisors Asset Management, LLC
N/A—465,415-465,415-100%$26.8M———
Crews Bank & Trust
N/A—456,249-456,249-100%$26.3M———
JPMorgan Chase & Co
N/A—432,384-432,384-100%$24.8M———
Cerity Partners LLC
N/A—431,825-431,825-100%$24.9M———
Geneos Wealth Management Inc.
N/A—423,216-423,216-100%$24.4M———
Financial Gravity Companies, Inc.
N/A—422,057-422,057-100%$24.3M———
Integrated Wealth Concepts LLC
N/A—417,275-417,275-100%$24.1M———
Banco Santander, S.A.
N/A—396,801-396,801-100%$22.9M———
MML Investors Services, LLC
N/A—374,428-374,428-100%$21.6M———
CIBC Bancorp USA Inc.
N/A—374,375-374,375-100%$21.1M———
TPG Financial Advisors, LLC
N/A—361,261-361,261-100%$20.8M———
Trustees of Dartmouth College
N/A—349,430-349,430-100%$20.2M———
Focus Partners Wealth
N/A—344,894-344,894-100%$19.9M———
Hancock Prospecting Pty Ltd
N/A—342,840-342,840-100%$19.8M———
Impact Partnership Wealth, LLC
N/A—326,161-326,161-100%$18.8M———
Merit Financial Group, LLC
N/A—325,390-325,390-100%$18.8M———
Principal Securities, Inc.
N/A—319,166-319,166-100%$18.4M———
OneDigital Investment Advisors LLC
N/A—309,945-309,945-100%$17.9M———
Legacy Edge Advisors, LLC
N/A—305,454-305,454-100%$17.6M———
Orion Porfolio Solutions, LLC
N/A—303,607-303,607-100%$17.5M———
Mariner, LLC
N/A—298,559-298,559-100%$17.2M———
Pure Financial Advisors, LLC
N/A—293,288-293,288-100%$16.9M———
Western Wealth Management, LLC
N/A—291,135-291,135-100%$16.8M———
Prudent Investors Network, Inc.
N/A—283,778-283,778-100%$16.4M———
Schroder Investment Management Group
N/A—280,853-280,853-100%$16.1M———
Allworth Financial LP
N/A—280,395-280,395-100%$16.2M———
OneAscent Financial Services LLC
N/A—271,992-271,992-100%$15.7M———
IHT Wealth Management, LLC
N/A—270,994-270,994-100%$15.6M———
Goldman Sachs Group Inc
N/A—265,678-265,678-100%$15.3M———
Morrissey Wealth Management, LLC
N/A—256,221-256,221-100%$13.8M———
Global Retirement Partners, LLC
N/A—255,539-255,539-100%$14.7M———
Compton Financial Group, LLC
N/A—243,837-243,837-100%$14.1M———
Octavia Wealth Advisors, LLC
N/A—234,356-234,356-100%$13.5M———
Aspire Capital Advisors LLC
N/A—218,016-218,016-100%$12.6M———
Strategic Financial Planning, Inc.
N/A—217,032-217,032-100%$12.5M———
Sanctuary Advisors, LLC
N/A—216,715-216,715-100%$12.5M———
Cary Street Partners Financial LLC
N/A—216,363-216,363-100%$12.5M———
Gladstone Institutional Advisory LLC
N/A—206,805-206,805-100%$11.9M———
NewEdge Advisors, LLC
N/A—203,082-203,082-100%$11.7M———
Stratos Wealth Partners, Ltd.
N/A—202,828-202,828-100%$11.7M———
Royce & Associates LP
N/A—200,373-200,373-100%$11.6M———
Bleakley Financial Group, LLC
N/A—195,260-195,260-100%$11.3M———
Berkeley Capital Partners, LLC
N/A—183,928-183,928-100%$10.6M———
Brown Advisory Inc
N/A—177,872-177,872-100%$10.3M———
Private Advisory Group LLC
N/A—177,517-177,517-100%$10.2M———
Mercer Global Advisors Inc
N/A—169,091-169,091-100%$9.8M———
Wrapmanager Inc
N/A—164,528-164,528-100%$9.5M———
North Star Asset Management Inc
N/A—160,698-160,698-100%$9.3M———
Millington Financial Advisors, LLC
N/A—153,627-153,627-100%$8.7M———
AF Advisors, Inc.
N/A—150,000-150,000-100%$8.7M———
Harbour Investments, Inc.
N/A—145,082-145,082-100%$8.4M———
Asset Management Group, Inc.
N/A—142,823-142,823-100%$8.2M———
Advance Capital Management, Inc.
N/A—139,768-139,768-100%$8.1M———
AE Wealth Management LLC
N/A—137,862-137,862-100%$8.0M———
IAG Wealth Partners, LLC
N/A—137,417-137,417-100%$7.9M———
Evolve Private Wealth, LLC
N/A—133,840-133,840-100%$7.7M———
Estate Counselors, LLC
N/A—132,101-132,101-100%$7.6M———
Collier Financial
N/A—131,424-131,424-100%$7.6M———
Arete Wealth Advisors, LLC
N/A—128,638-128,638-100%$7.4M———
Pallas Capital Advisors LLC
N/A—128,209-128,209-100%$7.4M———
&partners
N/A—127,312-127,312-100%$7.3M———
Franklin Resources Inc
N/A—126,828-126,828-100%$7.3M———
Bank of Nova Scotia
N/A—126,800-126,800-100%$7.3M———
Waverly Advisors, LLC
N/A—123,955-123,955-100%$7.1M———
AQR Capital Management LLC
N/A—122,857-122,857-100%$7.1M———
Fiduciary Group, LLC
N/A—119,894-119,894-100%$6.9M———
Pathstone Holdings, LLC
N/A—119,728-119,728-100%$6.9M———
Up Capital Management, Inc.
N/A—111,660-111,660-100%$6.4M———
Kensington Asset Management, LLC
N/A—111,072-111,072-100%$6.4M———
Napier Financial, LLC
N/A—110,389-110,389-100%$6.4M———
Premier Private Wealth Management LLC
N/A—107,152-107,152-100%$6.2M———
Baird Financial Group, Inc.
N/A—105,225-105,225-100%$6.1M———
Jones Financial Companies Lllp
N/A—101,977-101,977-100%$5.8M———
Quantinno Capital Management LP
N/A—101,094-101,094-100%$5.8M———
MJP Associates Inc
N/A—100,499-100,499-100%$5.8M———
Janney Montgomery Scott LLC
N/A—99,468-99,468-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—97,589-97,589-100%$5.6M———
Alesco Advisors, LLC, An ESL Co
N/A—95,483-95,483-100%$5.5M———
Arkadios Wealth Advisors
N/A—94,090-94,090-100%$5.4M———
Cvfg LLC
N/A—87,442-87,442-100%$5.0M———
WCG Wealth Advisors LLC
N/A—86,819-86,819-100%$5.0M———
SCS Capital Management LLC
N/A—86,412-86,412-100%$5.0M———
Gotham Asset Management, LLC
N/A—86,254-86,254-100%$5.0M———
Knightsbridge Asset Management, LLC
N/A—84,803-84,803-100%$4.9M———
Neuberger Berman Group LLC
N/A—84,423-84,423-100%$4.9M———
Stratos Wealth Advisors, LLC
N/A—83,341-83,341-100%$4.8M———
Bradley Foster & Sargent Inc
N/A—82,666-82,666-100%$4.8M———
Summit Financial, LLC
N/A—79,857-79,857-100%$4.6M———
Perennial Investment Advisors, LLC
N/A—79,441-79,441-100%$4.6M———
FMR LLC
N/A—79,364-79,364-100%$4.6M———
Rockefeller Capital Management L.P.
N/A—79,353-79,353-100%$4.6M———
Sage Financial Management Group, Inc.
N/A—77,768-77,768-100%$4.5M———
Aptus Capital Advisors, LLC
N/A—76,683-76,683-100%$4.4M———
Disciplined Investors, L.L.C.
N/A—74,134-74,134-100%$4.3M———
Wealth Advisors of Iowa, LLC
N/A—72,714-72,714-100%$4.2M———
Sequoia Financial Advisors, LLC
N/A—72,026-72,026-100%$4.2M———
Level Four Advisory Services, LLC
N/A—70,254-70,254-100%$4.1M———
WNY Asset Management, LLC
N/A—68,028-68,028-100%$3.9M———
Capital Investment Management, Inc.
N/A—66,725-66,725-100%$3.8M———
Legend Financial Advisors, Inc.
N/A—66,434-66,434-100%$3.8M———
World Investment Advisors
N/A—66,327-66,327-100%$3.5M———
Ausdal Financial Partners, Inc.
N/A—65,819-65,819-100%$3.8M———
Nicolet Bankshares Inc
N/A—65,711-65,711-100%$3.8M———
NorthRock Partners, LLC
N/A—65,211-65,211-100%$3.8M———
Seeds Investor LLC
N/A—64,386-64,386-100%$3.7M———
Bank of Montreal
N/A—63,175-63,175-100%$3.6M———
Garden State Investment Advisory Services LLC
N/A—62,455-62,455-100%$3.6M———
Jaffetilchin Investment Partners, LLC
N/A—60,249-60,249-100%$3.5M———
Modern Wealth Management, LLC
N/A—58,119-58,119-100%$3.4M———
Securian Asset Management, Inc
N/A—57,204-57,204-100%$3.2M———
Alta Wealth Advisors LLC
N/A—56,652-56,652-100%$3.3M———
EP Wealth Advisors, LLC
N/A—56,116-56,116-100%$3.2M———
Capital Analysts, LLC
N/A—55,683-55,683-100%$3.2M———
Smartleaf Asset Management LLC
N/A—55,436-55,436-100%$3.2M———
Coastwise Capital Group, LLC
N/A—54,963-54,963-100%$3.2M———
Manhattan West Asset Management, LLC
N/A—53,744-53,744-100%$3.1M———
Raelipskie Partnership
N/A—51,625-51,625-100%$3.0M———
Bedel Financial Consulting, Inc.
N/A—50,980-50,980-100%$2.9M———
Bcgm Wealth Management, LLC
N/A—49,848-49,848-100%$2.9M———
Cresset Asset Management, LLC
N/A—49,064-49,064-100%$2.8M———
BlackRock, Inc.
N/A—45,706-45,706-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—45,704-45,704-100%$2.6M———
Headinvest, LLC
N/A—45,600-45,600-100%$2.6M———
Forefront Wealth Partners, LLC
N/A—44,929-44,929-100%$2.6M———
National Bank of Canada
N/A—44,100-44,100-100%$2.5M———
Charter Research & Investment Group, Inc.
N/A—43,376-43,376-100%$2.5M———
Susquehanna International Group, LLP
N/A—43,027-43,027-100%$2.5M———
Alpha Capital Advisors Inc
N/A—42,837-42,837-100%$2.5M———
Goodman Financial Corp
N/A—42,614-42,614-100%$2.5M———
American Financial Advisors, LLC
N/A—41,823-41,823-100%$2.4M———
Captrust Financial Advisors
N/A—41,727-41,727-100%$2.4M———
CreativeOne Wealth, LLC
N/A—39,320-39,320-100%$2.3M———
Sunflower Bank, N.A.
N/A—39,241-39,241-100%$2.3M———
Gambit Capital Management, LLC
N/A—38,481-38,481-100%$2.2M———
Gateway Wealth Partners, LLC
N/A—36,159-36,159-100%$2.1M———
Independent Advisor Alliance
N/A—35,239-35,239-100%$2.0M———
Wescap Management Group, Inc.
N/A—34,962-34,962-100%$2.0M———
Rothschild Wealth LLC
N/A—33,491-33,491-100%$1.9M———
HM Payson & Co
N/A—33,330-33,330-100%$1.9M———
McNamara Financial Services, Inc.
N/A—33,296-33,296-100%$1.9M———
Belpointe Asset Management LLC
N/A—32,121-32,121-100%$1.9M———
Alaska Wealth Advisors, LLC
N/A—31,370-31,370-100%$1.8M———
Money Concepts Capital Corp
N/A—31,029-31,029-100%$1.8M———
CSM Advisors, LLC
N/A—30,642-30,642-100%$1.8M———
Whalerock Point Partners, LLC
N/A—30,488-30,488-100%$1.8M———
Blair William & Co
N/A—30,404-30,404-100%$1.8M———
Advisory Services Network, LLC
N/A—29,209-29,209-100%$1.7M———
Fiduciary Trust Co
N/A—28,712-28,712-100%$1.7M———
Northwest Bancshares, Inc.
N/A—27,084-27,084-100%$1.6M———
Drucker Wealth 3.0, LLC
N/A—26,360-26,360-100%$1.5M———
Regal Investment Advisors LLC
N/A—26,319-26,319-100%$1.5M———
Beckerman Institutional, LLC
N/A—26,187-26,187-100%$1.5M———
MAI Capital Management
N/A—25,812-25,812-100%$1.5M———
Tidal Investments LLC
N/A—25,479-25,479-100%$1.5M———
Benjamin Edwards Inc
N/A—25,347-25,347-100%$1.5M———
Integrity Wealth Solutions LLC
N/A—24,925-24,925-100%$1.4M———
Moors & Cabot, Inc.
N/A—24,724-24,724-100%$1.4M———
Zinnia Wealth Advisory, LLC
N/A—24,496-24,496-100%$1.4M———
Eldridge Investment Advisors, Inc.
N/A—24,137-24,137-100%$1.4M———
Clearstead Advisors, LLC
N/A—23,307-23,307-100%$1.3M———
Syon Capital LLC
N/A—22,590-22,590-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—22,425-22,425-100%$1.3M———
Liberty Square Wealth Partners LLC
N/A—22,272-22,272-100%$1.3M———
GeoWealth Management, LLC
N/A—22,272-22,272-100%$1.3M———
TD Capital Management LLC
N/A—22,117-22,117-100%$1.3M———
Venturi Wealth Management, LLC
N/A—22,100-22,100-100%$1.3M———
Deutsche Bank Ag\
N/A—21,986-21,986-100%$1.3M———
Pinnacle Financial Partners, Inc.
N/A—21,861-21,861-100%$1.3M———
Novus Advisors, LLC
N/A—21,650-21,650-100%$1.2M———
Caitlin John, LLC
N/A—21,613-21,613-100%$1.2M———
Keener Financial Planning LLC
N/A—21,467-21,467-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—21,236-21,236-100%$1.2M———
Founders Financial Alliance, LLC
N/A—20,810-20,810-100%$1.2M———
Ranch Capital Advisors Inc.
N/A—20,122-20,122-100%$1.2M———
Commerce Bank
N/A—19,816-19,816-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—19,571-19,571-100%$1.1M———
Wulff, Hansen & Co.
N/A—19,235-19,235-100%$1.1M———
Seaside Wealth Management, Inc.
N/A—19,051-19,051-100%$1.1M———
SEI Investments Co
N/A—19,032-19,032-100%$1.1M———
Axis Wealth Partners, LLC
N/A—18,930-18,930-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—18,884-18,884-100%$1.1M———
Pitcairn Wealth Advisors LLC
N/A—18,448-18,448-100%$1.1M———
Maridea Wealth Management LLC
N/A—18,044-18,044-100%$1.0M———
Empowered Funds, LLC
N/A—18,013-18,013-100%$1.0M———
Bernicke Wealth Management, Ltd.
N/A—17,959-17,959-100%$1.0M———
CCG Wealth Management, LLC
N/A—17,636-17,636-100%$1.0M———
Elgethun Capital Management
N/A—17,632-17,632-100%$1.0M———
Troutman Wealth Management, LLC
N/A—17,354-17,354-100%$1.0M———
Nwam LLC
N/A—17,069-17,069-100%$984.3K———
Comprehensive Money Management Services LLC
N/A—16,795-16,795-100%$968.6K———
Nuveen, LLC
N/A—16,760-16,760-100%$966.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—16,505-16,505-100%$951.8K———
F/m Investments LLC
N/A—16,333-16,333-100%$941.9K———
Timmons Wealth Management, LLC
N/A—16,017-16,017-100%$923.7K———
SageView Advisory Group, LLC
N/A—15,997-15,997-100%$922.6K———
BankPlus Trust Department
N/A—15,760-15,760-100%$908.9K———
American Trust
N/A—15,617-15,617-100%$900.6K———
Vertex Planning Partners, LLC
N/A—15,377-15,377-100%$886.8K———
BFC Planning, Inc.
N/A—15,230-15,230-100%$878.3K———
Aldebaran Financial Inc.
N/A—15,027-15,027-100%$866.6K———
Columbia River Financial Group, LLC
N/A—14,805-14,805-100%$853.0K———
Denver Wealth Management, Inc.
N/A—14,716-14,716-100%$848.7K———
Fourth Dimension Wealth, LLC
N/A—14,566-14,566-100%$840.0K———
Keystone Financial Group
N/A—14,433-14,433-100%$832.4K———
White Pine Capital LLC
N/A—14,240-14,240-100%$821.2K———
Advisory Alpha, LLC
N/A—14,124-14,124-100%$814.6K———
Wealthspire Advisors, LLC
N/A—13,654-13,654-100%$787.4K———
Savvy Advisors, Inc.
N/A—13,643-13,643-100%$786.8K———
Collaborative Wealth Managment Inc.
N/A—13,578-13,578-100%$783.1K———
Perspective Wealth Advisors LLC
N/A—13,567-13,567-100%$782.4K———
Indie Asset Partners, LLC
N/A—13,528-13,528-100%$780.2K———
Raffa Wealth Management, LLC
N/A—13,508-13,508-100%$779.0K———
Natixis Advisors, LLC
N/A—13,437-13,437-100%$774.0K———
Lifeworks Advisors, LLC
N/A—13,394-13,394-100%$772.4K———
Xcelsior Advisor Partners LLC
N/A—13,337-13,337-100%$769.1K———
Mutual Advisors, LLC
N/A—12,957-12,957-100%$747.2K———
Tilson Financial Group, Inc.
N/A—12,850-12,850-100%$741.0K———
Northern Trust Corp
N/A—12,822-12,822-100%$739.4K———
Vista Investment Management
N/A—12,811-12,811-100%$738.8K———
Tidemark, LLC
N/A—12,301-12,301-100%$709.4K———
Centaurus Financial, Inc.
N/A—11,910-11,910-100%$687.0K———
Graney & King, LLC
N/A—11,608-11,608-100%$669.4K———
Johnson Investment Counsel Inc
N/A—11,474-11,474-100%$661.7K———
Barnes Pettey Financial Advisors, LLC
N/A—11,329-11,329-100%$653.3K———
Beacon Pointe Advisors, LLC
N/A—11,323-11,323-100%$653.0K———
Bank of Marin
N/A—11,213-11,213-100%$646.7K———
Stephens Inc
N/A—11,086-11,086-100%$639.3K———
Range Advisory, LLC
N/A—10,853-10,853-100%$625.9K———
Sovereign Financial Group, Inc.
N/A—10,785-10,785-100%$622.0K———
Continental Investors Services, Inc.
N/A—10,750-10,750-100%$622.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,669-10,669-100%$615.3K———
NewEdge Wealth, LLC
N/A—10,536-10,536-100%$607.6K———
Templeton & Phillips Capital Management, LLC
N/A—10,319-10,319-100%$595.1K———
Synergy Investment Management, LLC
N/A—10,297-10,297-100%$593.8K———
Second Line Capital, LLC
N/A—10,074-10,074-100%$580.9K———
Mayport, LLC
N/A—10,000-10,000-100%$576.7K———
Vawter Financial, Ltd.
N/A—9,667-9,667-100%$557.5K———
Curi Capital, LLC
N/A—9,430-9,430-100%$543.8K———
Oxford Financial Group, Ltd. LLC
N/A—9,379-9,379-100%$540.9K———
Sand Hill Global Advisors, LLC
N/A—9,276-9,276-100%$534.9K———
Ameritas Advisory Services, LLC
N/A—9,229-9,229-100%$532.2K———
Focus Partners Advisor Solutions, LLC
N/A—9,213-9,213-100%$531.4K———
Transcend Capital Advisors, LLC
N/A—9,186-9,186-100%$529.7K———
Wallace Advisory Group, LLC
N/A—9,163-9,163-100%$528.4K———
Pacific SUN Financial Corp
N/A—8,992-8,992-100%$518.6K———
Wescott Financial Advisory Group, LLC
N/A—8,863-8,863-100%$511.1K———
Balyasny Asset Management L.P.
N/A—8,733-8,733-100%$503.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—8,574-8,574-100%$494.5K———
Capital Financial Group Inc\co\
N/A—8,507-8,507-100%$490.6K———
IMA Advisory Services, Inc.
N/A—8,498-8,498-100%$490.1K———
Advyzon Investment Management, LLC
N/A—8,470-8,470-100%$488.5K———
Elite Financial, Inc.
N/A—8,454-8,454-100%$487.0K———
Laraway Financial Advisors Inc
N/A—8,449-8,449-100%$487.3K———
Horizon Investments, LLC
N/A—8,442-8,442-100%$486.9K———
American Investment Services, Inc.
N/A—8,374-8,374-100%$482.9K———
O'shaughnessy Asset Management, LLC
N/A—8,181-8,181-100%$471.8K———
Whittier Trust Co of Nevada Inc
N/A—8,109-8,109-100%$458.6K———
WealthTrak Capital Management LLC
N/A—7,956-7,956-100%$458.8K———
Oakwell Private Wealth Management, LLC
N/A—7,911-7,911-100%$456.2K———
Kavar Capital Partners Group, LLC
N/A—7,897-7,897-100%$455.4K———
Tyche Wealth Partners LLC
N/A—7,805-7,805-100%$450.1K———
Astoria Portfolio Advisors Llc.
N/A—7,710-7,710-100%$444.6K———
Moneta Group Investment Advisors LLC
N/A—7,569-7,569-100%$436.5K———
Sandy Cove Advisors, LLC
N/A—7,536-7,536-100%$434.6K———
Sankala Group LLC
N/A—7,419-7,419-100%$426.8K———
First Trust Advisors LP
N/A—7,416-7,416-100%$427.7K———
IEQ Capital, LLC
N/A—7,341-7,341-100%$423.3K———
Kovack Advisors, Inc.
N/A—7,131-7,131-100%$410.0K———
PCG Wealth Advisors, LLC
N/A—7,130-7,130-100%$411.2K———
Silver OAK Securities, Incorporated
N/A—7,082-7,082-100%$408.4K———
PCB Capital LLC
N/A—7,052-7,052-100%$406.7K———
PSI Advisors, LLC
N/A—7,015-7,015-100%$404.6K———
VAN DEN Berg Management I, Inc
N/A—6,968-6,968-100%$401.8K———
Intrepid Financial Planning Group LLC
N/A—6,949-6,949-100%$400.8K———
Carr Financial Group Corp
N/A—6,864-6,864-100%$395.8K———
Keel Point, LLC
N/A—6,813-6,813-100%$392.9K———
January Capital Advisors LLC
N/A—6,803-6,803-100%$392.3K———
Richard W. Paul & Associates, LLC
N/A—6,699-6,699-100%$386.3K———
PAX Financial Group, LLC
N/A—6,677-6,677-100%$385.1K———
Burling Wealth Partners, LLC
N/A—6,276-6,276-100%$361.9K———
Keebeck Wealth Management
N/A—6,168-6,168-100%$355.7K———
JDM Financial Group LLC
N/A—6,129-6,129-100%$353.5K———
Lavaca Capital LLC
N/A—5,972-5,972-100%$344.4K———
Foundations Investment Advisors, LLC
N/A—5,853-5,853-100%$337.6K———
Argent Trust Co
N/A—5,741-5,741-100%$331.1K———
IFG Advisory, LLC
N/A—5,729-5,729-100%$330.4K———
Rock Point Advisors, LLC
N/A—5,728-5,728-100%$330.3K———
Citadel Advisors LLC
N/A—5,698-5,698-100%$328.6K———
Rehmann Capital Advisory Group
N/A—5,663-5,663-100%$326.6K———
Main Street Financial Solutions, LLC
N/A—5,562-5,562-100%$320.8K———
First National Advisers, LLC
N/A—5,453-5,453-100%$314.5K———
Continuum Advisory, LLC
N/A—5,388-5,388-100%$310.7K———
Brio Consultants, LLC
N/A—5,374-5,374-100%$309.9K———
Stock Yards Bank & Trust Co
N/A—5,366-5,366-100%$309.5K———
N.E.W. Advisory Services LLC
N/A—5,272-5,272-100%$304.0K———
Duncan Williams Asset Management, LLC
N/A—5,216-5,216-100%$300.8K———
Bernard Wealth Management Corp.
N/A—5,202-5,202-100%$300.0K———
Ketron Financial
N/A—5,030-5,030-100%$290.1K———
Dorsey & Whitney Trust Co LLC
N/A—4,981-4,981-100%$287.3K———
Integrity Financial Corp
N/A—4,943-4,943-100%$285.1K———
Kelman-Lazarov, Inc.
N/A—4,878-4,878-100%$281.3K———
DV Trading LLC
N/A—4,849-4,849-100%$279.6K———
Hamilton Wealth, LLC
N/A—4,721-4,721-100%$272.3K———
First National Bank & Trust Co of Newtown
N/A—4,671-4,671-100%$264.2K———
Snowden Capital Advisors LLC
N/A—4,636-4,636-100%$267.4K———
Strategies Wealth Advisors, LLC
N/A—4,614-4,614-100%$266.1K———
Strategic Wealth Partners, Ltd.
N/A—4,597-4,597-100%$265.1K———
Donaldson Capital Management, LLC
N/A—4,591-4,591-100%$264.8K———
Vanguard Advisers Inc
N/A—4,503-4,503-100%$259.7K———
Counterweight Ventures, LLC
N/A—4,489-4,489-100%$258.9K———
Pine Valley Investments Ltd Liability Co
N/A—4,488-4,488-100%$258.8K———
Strategic Investment Advisors / MI
N/A—4,484-4,484-100%$258.6K———
Freestone Capital Holdings, LLC
N/A—4,445-4,445-100%$256.3K———
Wealthquest Corp
N/A—4,329-4,329-100%$249.7K———
First Foundation Advisors
N/A—4,312-4,312-100%$248.7K———
Accretive Wealth Partners, LLC
N/A—4,293-4,293-100%$247.6K———
Vident Advisory, LLC
N/A—4,256-4,256-100%$245.4K———
Prosperity Consulting Group, LLC
N/A—4,167-4,167-100%$240.3K———
Round Rock Advisors LLC
N/A—4,085-4,085-100%$235.6K———
Financial Strategies Group, Inc.
N/A—4,009-4,009-100%$228.5K———
Madison Wealth Partners, Inc
N/A—3,936-3,936-100%$227.0K———
Warner Group LLC
N/A—3,935-3,935-100%$226.9K———
Brookwood Investment Group LLC
N/A—3,919-3,919-100%$226.0K———
Ameritas Investment Partners, Inc.
N/A—3,898-3,898-100%$224.8K———
Zhang Financial LLC
N/A—3,859-3,859-100%$222.6K———
Performance Wealth Partners, LLC
N/A—3,850-3,850-100%$222.0K———
FreeGulliver LLC
N/A—3,784-3,784-100%$218.2K———
Guardian Wealth Advisors, LLC / NC
N/A—3,761-3,761-100%$216.9K———
NCM Capital Management, LLC
N/A—3,736-3,736-100%$215.5K———
Hopwood Nicholas Hunter
N/A—3,659-3,659-100%$211.0K———
FSA Advisors, Inc.
N/A—3,585-3,585-100%$206.8K———
Arax Advisory Partners
N/A—3,335-3,335-100%$192.3K———
Russell Investments Group, Ltd.
N/A—3,128-3,128-100%$180.4K———
Tower Research Capital LLC (TRC)
N/A—3,075-3,075-100%$177.3K———
MidFirst Bank
N/A—2,825-2,825-100%$162.9K———
Steigerwald, Gordon & Koch Inc.
N/A—2,720-2,720-100%$156.9K———
Huntington National Bank
N/A—2,666-2,666-100%$153.7K———
Park Place Capital Corp
N/A—2,616-2,616-100%$150.9K———
Paladin Advisory Group, LLC
N/A—2,437-2,437-100%$140.5K———
Dogwood Wealth Management LLC
N/A—2,343-2,343-100%$135.1K———
Whittier Trust Co
N/A—2,324-2,324-100%$132.7K———
Glen Eagle Advisors, LLC
N/A—2,194-2,194-100%$126.5K———
Bessemer Group Inc
N/A—2,193-2,193-100%$127.0K———
Topsail Wealth Management, LLC
N/A—2,170-2,170-100%$125.1K———
Smithfield Trust Co
N/A—2,081-2,081-100%$114———
Medallion Wealth Advisors, LLC
N/A—1,958-1,958-100%$112.9K———
Ballast Advisors LLC
N/A—1,838-1,838-100%$106.0K———
Ancora Advisors LLCA
N/A—1,812-1,812-100%$104.5K———
Johnson Financial Group, Inc.
N/A—1,560-1,560-100%$90.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,542-1,542-100%$88.9K———
HHM Wealth Advisors, LLC
N/A—1,536-1,536-100%$88.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,478-1,478-100%$85.2K———
Anchor Investment Management, LLC
N/A—1,463-1,463-100%$84.4K———
PlanVest Financial, Inc
N/A—1,365-1,365-100%$78.7K———
Private Wealth Asset Management, LLC
N/A—1,315-1,315-100%$75.8K———
Atomic Invest LLC
N/A—1,267-1,267-100%$72.6K———
Clearstead Trust, LLC
N/A—1,213-1,213-100%$70.0K———
Walsh & Associates, LLC
N/A—1,088-1,088-100%$62.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,034-1,034-100%$59.6K———
Crewe Advisors LLC
N/A—976-976-100%$56.3K———
Centennial Bank
N/A—973-973-100%$56.1K———
Keating Financial Advisory Services, Inc.
N/A—949-949-100%$54.7K———
Ameriflex Group, Inc.
N/A—940-940-100%$54.2K———
Sachetta, LLC
N/A—906-906-100%$52.3K———
Atlantic Union Bankshares Corp
N/A—895-895-100%$51.6K———
Orion Capital Management LLC
N/A—870-870-100%$50.2K———
Teachers Retirement System of the State of Kentucky
N/A—804-804-100%$46.0K———
Copia Wealth Management
N/A—691-691-100%$39.9K———
Community Bank, N.A.
N/A—677-677-100%$39.0K———
Rothschild Investment LLC
N/A—673-673-100%$38.8K———
Caldwell Sutter Capital, Inc.
N/A—660-660-100%$38.1K———
Glenmede Trust Co NA
N/A—629-629-100%$36.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—606-606-100%$34.9K———
Strive Financial Group,LLC
N/A—600-600-100%$34.6K———
Tiaa Wealth Investment Management LLC
N/A—571-571-100%$32.7K———
Oakmont Advisory Group, LLC
N/A—559-559-100%$32.2K———
Fiduciary Financial Advisors
N/A—548-548-100%$31.6K———
GW&K Investment Management, LLC
N/A—534-534-100%$31.0K———
Protective Life Corp
N/A—523-523-100%$30.2K———
UBS Asset Management Americas LLC
N/A—522-522-100%$30.1K———
Hantz Financial Services, Inc.
N/A—447-447-100%$26.0K———
UMB Bank, n.a.
N/A—429-429-100%$24.7K———
Security National Bank of Sioux City Iowa
N/A—409-409-100%$23.6K———
Highland Investment Advisors LLC
N/A—400-400-100%$23.1K———
Webster Bank, N. A.
N/A—400-400-100%$23.1K———
Top Private Wealth Llc.
N/A—390-390-100%$22.5K———
Rialto Wealth Management, LLC
N/A—369-369-100%$21.3K———
Cornerstone Financial Management LLC
N/A—311-311-100%$17.9K———
Motco
N/A—299-299-100%$17.2K———
Rogco, LP
N/A—198-198-100%$11.4K———
SHP Wealth Management
N/A—194-194-100%$11.2K———
Capital Advisor Network LLC
N/A—192-192-100%$11.1K———
HFM Investment Advisors, LLC
N/A—173-173-100%$10.0K———
WealthShield Partners, LLC
N/A—158-158-100%$9.1K———
Mcguire Capital Advisors Inc
N/A—154-154-100%$8.9K———
Rexford Capital Inc
N/A—147-147-100%$8.5K———
Frazier Financial Advisors, LLC
N/A—138-138-100%$7.9K———
Atlantic Private Wealth, LLC
N/A—132-132-100%$7.6K———
Mark Sheptoff Financial Planning, LLC
N/A—130-130-100%$7.5K———
Cary Street Partners Investment Advisory LLC
N/A—81-81-100%$4.7K———
Nova Wealth Management, Inc.
N/A—75-75-100%$4.3K———
Institute for Wealth Management, Llc.
N/A—71-71-100%$4.1K———
Quent Capital, LLC
N/A—38-38-100%$2.2K———
Cypress Capital Management LLC (WY)
N/A—38-38-100%$2.2K———
Meramec Financial Planners, LLC
N/A—32-32-100%$1.8K———
Brown Brothers Harriman & Co
N/A—25-25-100%$1.4K———
Fortis Group Advisors, LLC
N/A—19-19-100%$1.1K———
Truvestments Capital LLC
N/A—11-11-100%$634———
Millstone Evans Group, LLC
N/A—9-9-100%$519———
WealthCollab, LLC
N/A—8-8-100%$462———
SOA Wealth Advisors, Llc.
N/A—1-1-100%$58———
Showing 1100 of 1100 institutions