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Schwab US Broad Market ETF (SCHB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rebalance, LLC
INCREASED
Shares15,288,013 from 14,738,453
Change+549,560 (+4%)
Value$448.1M (+$21.3M)
Filed 2026-10-22
Strid Group, LLC
DECREASED
Shares8,570,424 from 8,576,683
Change-6,259 (0%)
Value$251.2M (+$2.8M)
Filed 2026-10-28
Evensky & Katz LLC
DECREASED
Shares7,811,427 from 7,987,057
Change-175,630 (-2%)
Value$229.0K (-$231.1M)
Filed 2026-10-27
Hengehold Capital Management LLC
DECREASED
Shares7,605,959 from 7,640,636
Change-34,677 (0%)
Value$222.9M (+$1.7M)
Filed 2026-10-16
Hanson & Doremus Investment Management
INCREASED
Shares7,130,203 from 7,035,343
Change+94,860 (+1%)
Value$209.0K (-$203.5M)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares6,514,248 from 6,571,056
Change-56,808 (-1%)
Value$190.9M (+$634.8K)
Filed 2026-10-23
Evergreen Advisors, LLC
DECREASED
Shares6,240,311 from 6,300,530
Change-60,219 (-1%)
Value$182.9M (+$440.2K)
Filed 2026-10-28
HT Partners LLC
DECREASED
Shares6,053,912 from 6,067,895
Change-13,983 (0%)
Value$177.4M (+$1.7M)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares5,982,754 from 6,148,772
Change-166,018 (-3%)
Value$175.4M (-$2.7M)
Filed 2026-10-13
TruNorth Capital Management, LLC
INCREASED
Shares5,602,501 from 5,449,167
Change+153,334 (+3%)
Value$164.2M (+$6.4M)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares4,997,290 from 5,233,490
Change-236,200 (-5%)
Value$146.5M (-$5.1M)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
INCREASED
Shares4,352,012 from 4,261,509
Change+90,503 (+2%)
Value$127.6M (+$4.1M)
Filed 2026-10-23
Accredited Investors Inc.
DECREASED
Shares4,299,293 from 4,443,846
Change-144,553 (-3%)
Value$126.0M (-$2.7M)
Filed 2026-11-03
Compass Financial Group, Inc
DECREASED
Shares3,433,306 from 3,894,102
Change-460,796 (-12%)
Value$100.6M (-$12.1M)
Filed 2026-10-13
Manchester Financial Inc
DECREASED
Shares3,375,455 from 3,381,852
Change-6,397 (0%)
Value$98.9M (+$996.2K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares3,339,755 from 3,300,545
Change+39,210 (+1%)
Value$97.9M (+$2.3M)
Filed 2026-11-02
Asset Advisors Investment Management, LLC
INCREASED
Shares2,746,202 from 2,739,361
Change+6,841 (+0%)
Value$80.5M (+$1.2M)
Filed 2026-10-19
Legacy Financial Strategies, LLC
INCREASED
Shares2,719,916 from 2,665,380
Change+54,536 (+2%)
Value$79.7M (+$2.5M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,673,929 from 2,500,208
Change+173,721 (+7%)
Value$77.1M (+$6.5M)
Filed 2026-10-13
Myecfo, LLC
DECREASED
Shares2,557,813 from 2,577,055
Change-19,242 (-1%)
Value$75.0M (+$336.8K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares2,537,451 from 2,487,708
Change+49,743 (+2%)
Value$74.4M (+$2.3M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares2,473,871 from 2,527,684
Change-53,813 (-2%)
Value$72.5M (-$692.6K)
Filed 2026-10-14
Sunburst Financial Group, LLC
INCREASED
Shares2,297,939 from 2,266,615
Change+31,324 (+1%)
Value$67.4M (+$1.7M)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares2,012,994 from 2,072,831
Change-59,837 (-3%)
Value$59.0M (-$1.0M)
Filed 2026-11-05
Summit Financial Strategies, Inc.
DECREASED
Shares1,814,136 from 2,326,085
Change-511,949 (-22%)
Value$53.2M (-$14.2M)
Filed 2026-10-14
Capital Management Associates, Inc
DECREASED
Shares1,771,568 from 1,789,502
Change-17,934 (-1%)
Value$51.9M (+$100.7K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,765,990 from 1,720,445
Change+45,545 (+3%)
Value$51.8K (-$49.8M)
Filed 2026-11-02
Tanglewood Wealth Management, Inc.
INCREASED
Shares1,661,152 from 1,577,486
Change+83,666 (+5%)
Value$48.7M (+$3.0M)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares1,627,056 from 1,597,218
Change+29,838 (+2%)
Value$47.7M (+$1.4M)
Filed 2026-10-13
Appalachian Capital Management Ltd
DECREASED
Shares1,575,194 from 1,577,489
Change-2,295 (0%)
Value$46.2M (+$484.9K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares1,570,516 from 1,647,692
Change-77,176 (-5%)
Value$46.0M (-$1.7M)
Filed 2026-10-30
Boyum Wealth Architects LLC
INCREASED
Shares1,524,591 from 1,522,245
Change+2,346 (+0%)
Value$45.1M (+$1.1M)
Filed 2026-10-06
Legacy Private Trust Co.
DECREASED
Shares1,249,599 from 1,253,734
Change-4,135 (0%)
Value$36.6M (+$317.6K)
Filed 2026-10-06
John Boyer, Inc.
INCREASED
Shares1,221,482 from 1,194,348
Change+27,134 (+2%)
Value$35.8M (+$1.2M)
Filed 2026-10-27
Juncture Wealth Strategies, LLC
DECREASED
Shares1,208,643 from 1,226,246
Change-17,603 (-1%)
Value$35.4M (-$86.7K)
Filed 2026-10-06
Facet Wealth, Inc.
DECREASED
Shares1,205,214 from 1,243,309
Change-38,095 (-3%)
Value$35.3M (-$681.4K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares1,188,112 from 1,187,558
Change+554 (+0%)
Value$34.8M (+$431.9K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares1,182,251 from 1,109,222
Change+73,029 (+7%)
Value$34.5M (+$2.8M)
Filed 2026-10-27
Pegasus Asset Management, Inc.
INCREASED
Shares1,172,159 from 1,161,813
Change+10,346 (+1%)
Value$34.4M (+$709.9K)
Filed 2026-11-03
WT Wealth Management
DECREASED
Shares1,133,417 from 1,161,589
Change-28,172 (-2%)
Value$33.2M (-$419.2K)
Filed 2026-10-13
GSG Advisors LLC
INCREASED
Shares1,131,844 from 1,106,784
Change+25,060 (+2%)
Value$33.2M (+$1.1M)
Filed 2026-11-03
Dodds Wealth, LLC
INCREASED
Shares1,079,492 from 1,020,508
Change+58,984 (+6%)
Value$31.6M (+$2.1M)
Filed 2026-11-02
Gemmer Asset Management LLC
DECREASED
Shares1,078,260 from 1,104,883
Change-26,623 (-2%)
Value$31.6M (-$393.6K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED
Shares1,078,213 from 1,072,620
Change+5,593 (+1%)
Value$31.6M (+$539.3K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares1,061,256 from 1,068,109
Change-6,853 (-1%)
Value$31.1M (+$173.0K)
Filed 2026-10-19
Genesee Capital Advisors, LLC
DECREASED
Shares1,031,515 from 1,052,859
Change-21,344 (-2%)
Value$30.2M (-$257.1K)
Filed 2026-10-20
Walker Financial Services, Inc.
INCREASED
Shares1,010,661 from 928,968
Change+81,693 (+9%)
Value$29.6M (+$2.7M)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
DECREASED
Shares997,341 from 1,004,233
Change-6,892 (-1%)
Value$29.2M (+$149.5K)
Filed 2026-10-15
Strategic Advisors LLC
DECREASED
Shares986,794 from 1,021,776
Change-34,982 (-3%)
Value$28.9M (-$667.7K)
Filed 2026-10-13
Downshift Financial, LLC
INCREASED
Shares984,152 from 908,685
Change+75,467 (+8%)
Value$28.8M (+$2.5M)
Filed 2026-10-13
Wynn Capital, LLC
INCREASED
Shares981,059 from 963,366
Change+17,693 (+2%)
Value$28.8M (+$855.8K)
Filed 2026-10-13
Stonekeep Investments, LLC
INCREASED
Shares957,438 from 945,015
Change+12,423 (+1%)
Value$28.1M (+$28.0M)
Filed 2026-10-15
Valley National Advisers Inc
DECREASED
Shares928,932 from 934,634
Change-5,702 (-1%)
Value$27.2M (+$160.0K)
Filed 2026-10-23
Schaeffer Financial LLC
INCREASED
Shares905,716 from 904,868
Change+848 (+0%)
Value$26.5M (+$341.5K)
Filed 2026-10-23
Great Lakes Retirement, Inc.
DECREASED
Shares887,395 from 906,333
Change-18,938 (-2%)
Value$26.0M (-$237.9K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares883,417 from 868,195
Change+15,222 (+2%)
Value$25.9M (+$750.0K)
Filed 2026-10-21
Davis Capital Management
INCREASED
Shares877,543 from 850,490
Change+27,053 (+3%)
Value$25.7M (+$1.1M)
Filed 2026-10-08
Lido Advisors, LLC
DECREASED
Shares846,604 from 886,785
Change-40,181 (-5%)
Value$24.8M (-$867.3K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares837,399 from 861,398
Change-23,999 (-3%)
Value$24.5M (-$401.9K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares836,076 from 837,415
Change-1,339 (0%)
Value$24.7M (+$479.7K)
Filed 2026-10-21
Davidson Kahn Capital Management, LLC
INCREASED
Shares808,109 from 688,683
Change+119,426 (+17%)
Value$23.7M (+$3.7M)
Filed 2026-10-26
Breakwater Investment Management
DECREASED
Shares797,579 from 856,304
Change-58,725 (-7%)
Value$23.4M (-$1.4M)
Filed 2026-10-20
Global Wealth Management, LLC
DECREASED
Shares757,358 from 810,599
Change-53,241 (-7%)
Value$22.2M (-$1.3M)
Filed 2026-10-15
Socha Financial Group, LLC
DECREASED
Shares740,183 from 764,054
Change-23,871 (-3%)
Value$21.7M (-$432.2K)
Filed 2026-11-03
Liberty Capital Management, Inc.
INCREASED
Shares708,748 from 608,084
Change+100,664 (+17%)
Value$20.8M (+$3.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares705,344 from 717,535
Change-12,191 (-2%)
Value$20.7M (-$106.2K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares704,349 from 670,509
Change+33,840 (+5%)
Value$20.6M (+$1.2M)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares700,692 from 710,192
Change-9,500 (-1%)
Value$20.5M (-$29.9K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares689,089 from 601,558
Change+87,531 (+15%)
Value$20.2M (+$2.8M)
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares685,972 from 704,165
Change-18,193 (-3%)
Value$20.1M (-$286.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares645,431 from 676,313
Change-30,882 (-5%)
Value$18.9M (-$668.5K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED
Shares620,679 from 616,432
Change+4,247 (+1%)
Value$18.2M (+$340.2K)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares609,119 from 595,154
Change+13,965 (+2%)
Value$17.9M (+$617.6K)
Filed 2026-10-22
Valicenti Advisory Services Inc
DECREASED
Shares601,462 from 604,784
Change-3,322 (-1%)
Value$17.6K (+$114)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares589,701 from 575,667
Change+14,034 (+2%)
Value$17.4M (+$753.4K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares576,011 from 558,980
Change+17,031 (+3%)
Value$16.9M (+$694.8K)
Filed 2026-10-29
Ashford Advisors, LLC
UNCHANGED
Shares557,350 from 557,350
Change0 (0%)
Value$16.3M (+$195.1K)
Filed 2026-11-02
Intelligence Driven Advisers, LLC
DECREASED
Shares553,376 from 554,469
Change-1,093 (0%)
Value$16.2M (+$162.0K)
Filed 2026-10-09
TPG Advisors LLC
INCREASED
Shares545,580 from 532,995
Change+12,585 (+2%)
Value$16.0M (+$555.4K)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares540,053 from 540,035
Change+18 (0%)
Value$16.1M (+$297.6K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares533,905 from 562,821
Change-28,916 (-5%)
Value$15.6M (-$650.6K)
Filed 2026-10-26
Milestone Investment Advisors LLC
DECREASED
Shares526,037 from 536,856
Change-10,819 (-2%)
Value$15.4M (-$129.2K)
Filed 2026-11-05
SigFig Wealth Management, LLC
DECREASED
Shares521,799 from 523,931
Change-2,132 (0%)
Value$15.3M (+$241.4K)
Filed 2026-10-07
Peak Financial Management, Inc.
INCREASED
Shares515,518 from 492,683
Change+22,835 (+5%)
Value$15.1M (+$841.8K)
Filed 2026-10-16
True North Advisors, LLC
DECREASED
Shares504,827 from 511,653
Change-6,826 (-1%)
Value$14.8M (-$21.0K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
DECREASED
Shares504,020 from 516,662
Change-12,642 (-2%)
Value$14.8M (-$189.7K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares496,936 from 495,593
Change+1,343 (+0%)
Value$14.6M (+$267.4K)
Filed 2026-10-28
Wrenne Financial Planning LLC
INCREASED
Shares488,707 from 462,970
Change+25,737 (+6%)
Value$14.3M (+$916.4K)
Filed 2026-10-30
Motive Wealth Advisors
UNCHANGED
Shares473,585 from 473,585
Change0 (0%)
Value$13.9M (+$165.8K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares470,460 from 471,477
Change-1,017 (0%)
Value$13.8M (+$135.2K)
Filed 2026-11-05
D.B. Root & Company, LLC
DECREASED
Shares463,402 from 470,345
Change-6,943 (-1%)
Value$13.6M (-$38.9K)
Filed 2026-11-04
Waldron Private Wealth LLC
UNCHANGED
Shares450,000 from 450,000
Change0 (0%)
Value$13.2M (+$157.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares422,278 from 427,912
Change-5,634 (-1%)
Value$12.4M (-$14.8K)
Filed 2026-10-08
Beacon Wealthcare LLC
DECREASED
Shares416,101 from 419,941
Change-3,840 (-1%)
Value$12.2M (+$34.4K)
Filed 2026-10-02
Five Oceans Advisors
DECREASED
Shares408,076 from 408,313
Change-237 (0%)
Value$12.0M (+$136.0K)
Filed 2026-10-22
Alliance Wealth Management Group
DECREASED
Shares401,136 from 414,502
Change-13,366 (-3%)
Value$11.8M (-$246.7K)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares401,136 from 414,502
Change-13,366 (-3%)
Value$11.8M (-$246.7K)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares398,459 from 400,094
Change-1,635 (0%)
Value$11.7M (+$92.1K)
Filed 2026-10-08
SRH Advisors, LLC
DECREASED
Shares388,773 from 392,383
Change-3,610 (-1%)
Value$11.4M (+$31.5K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares377,549 from 392,740
Change-15,191 (-4%)
Value$11.1M (-$307.8K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares364,353 from 366,009
Change-1,656 (0%)
Value$10.7M (+$79.6K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
INCREASED
Shares363,957 from 352,641
Change+11,316 (+3%)
Value$10.7M (+$455.1K)
Filed 2026-10-30
Prosperitas Financial LLC
DECREASED
Shares356,431 from 408,888
Change-52,457 (-13%)
Value$10.4M (-$1.4M)
Filed 2026-10-28
Phillip James Consulting Co.
DECREASED
Shares348,747 from 357,939
Change-9,192 (-3%)
Value$10.2M (-$144.1K)
Filed 2026-11-03
Financially Speaking Inc
INCREASED
Shares324,243 from 2,764
Change+321,479 (+11631%)
Value$9.5M (+$9.4M)
Filed 2026-11-05
Mitchell Sinkler & Starr
UNCHANGED
Shares322,788 from 322,788
Change0 (0%)
Value$9.5M (+$113.0K)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares317,086 from 324,549
Change-7,463 (-2%)
Value$9.3M (-$105.1K)
Filed 2026-11-03
Creekside Partners
DECREASED
Shares312,797 from 318,600
Change-5,803 (-2%)
Value$9.2M (-$58.6K)
Filed 2026-11-04
NBZ Investment Advisors LLC
INCREASED
Shares303,641 from 303,344
Change+297 (+0%)
Value$8.9M (+$114.9K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares301,436 from 292,527
Change+8,909 (+3%)
Value$8.8M (+$363.5K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares293,683 from 255,357
Change+38,326 (+15%)
Value$8.6M (+$1.2M)
Filed 2026-10-07
Fagan Associates, Inc.
INCREASED
Shares289,383 from 281,183
Change+8,200 (+3%)
Value$8.5M (+$338.8K)
Filed 2026-10-13
Curbstone Financial Management Corp
DECREASED
Shares288,642 from 304,592
Change-15,950 (-5%)
Value$8.5M (-$360.9K)
Filed 2026-10-21
Equita Financial Network, Inc.
DECREASED
Shares287,609 from 289,163
Change-1,554 (-1%)
Value$8.4M (+$55.7K)
Filed 2026-10-19
Islay Capital Management, LLC
INCREASED
Shares285,461 from 188,620
Change+96,841 (+51%)
Value$8.4M (+$2.9M)
Filed 2026-10-20
CFG Wealth Management Services, Inc.
DECREASED
Shares285,109 from 313,533
Change-28,424 (-9%)
Value$8.4M (+$479.6K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares283,283 from 223,497
Change+59,786 (+27%)
Value$8.3M (+$1.8M)
Filed 2026-10-27
Asset Allocation & Management Company, LLC
INCREASED
Shares283,189 from 265,510
Change+17,679 (+7%)
Value$8.3K (+$611)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares283,122 from 292,101
Change-8,979 (-3%)
Value$8.3M (-$160.9K)
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares282,838 from 281,393
Change+1,445 (+1%)
Value$8.3M (+$140.8K)
Filed 2026-10-16
James Investment Research, Inc.
INCREASED
Shares282,531 from 275,840
Change+6,691 (+2%)
Value$8.3M (+$292.7K)
Filed 2026-10-22
Sharkey, Howes & Javer
DECREASED
Shares278,271 from 294,736
Change-16,465 (-6%)
Value$8.2M (-$379.4K)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares277,792 from 293,201
Change-15,409 (-5%)
Value$8.1M (-$349.0K)
Filed 2026-10-20
Pinkerton Wealth, LLC
INCREASED
Shares274,422 from 268,772
Change+5,650 (+2%)
Value$8.0M (+$1.3M)
Filed 2026-10-29
RCW Management, LLC
DECREASED
Shares273,028 from 279,621
Change-6,593 (-2%)
Value$8.0M (-$95.4K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares272,442 from 263,550
Change+8,892 (+3%)
Value$8.0M (+$352.9K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares268,077 from 287,299
Change-19,222 (-7%)
Value$7.9M (+$646.1K)
Filed 2026-10-13
RHS Financial, LLC
DECREASED
Shares264,123 from 269,632
Change-5,509 (-2%)
Value$7.7M (-$67.1K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares260,666 from 261,734
Change-1,068 (0%)
Value$7.6M (+$60.3K)
Filed 2026-11-03
Clark Asset Management, LLC
DECREASED
Shares258,235 from 269,334
Change-11,099 (-4%)
Value$7.6M (-$231.0K)
Filed 2026-10-19
True Freedom Investing, LLC
INCREASED
Shares254,778 from 237,535
Change+17,243 (+7%)
Value$7.5M (+$1.5M)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares240,411 from 242,581
Change-2,170 (-1%)
Value$7.0M (+$21.3K)
Filed 2026-10-29
Firestone Capital Management
DECREASED
Shares234,102 from 234,751
Change-649 (0%)
Value$6.9M (+$63.1K)
Filed 2026-11-03
Arcadia Investment Advisors LLC
DECREASED
Shares233,343 from 234,223
Change-880 (0%)
Value$6.8M (+$56.2K)
Filed 2026-10-13
KCM Investment Advisors LLC
INCREASED
Shares232,586 from 231,547
Change+1,039 (+0%)
Value$6.8M (+$111.5K)
Filed 2026-10-27
Asset Advisory Group, Inc.
INCREASED
Shares230,913 from 229,821
Change+1,092 (+0%)
Value$6.8M (+$112.5K)
Filed 2026-10-20
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares222,679 from 228,179
Change-5,500 (-2%)
Value$6.5M (+$799.4K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
INCREASED
Shares221,329 from 196,471
Change+24,858 (+13%)
Value$6.5M (+$797.4K)
Filed 2026-10-21
Diversified Portfolios, Inc.
INCREASED
Shares220,996 from 220,347
Change+649 (+0%)
Value$6.5M (+$96.1K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
INCREASED
Shares213,658 from 207,508
Change+6,150 (+3%)
Value$6.3M (+$252.9K)
Filed 2026-10-21
MBA Advisors LLC
INCREASED
Shares211,059 from 208,878
Change+2,181 (+1%)
Value$6.2M (+$137.0K)
Filed 2026-10-29
Embree Financial Group
DECREASED
Shares210,289 from 231,052
Change-20,763 (-9%)
Value$6.2M (-$527.7K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares209,999 from 188,605
Change+21,394 (+11%)
Value$6.2M (+$693.1K)
Filed 2026-11-05
Successful Portfolios LLC
INCREASED
Shares209,368 from 208,190
Change+1,178 (+1%)
Value$6.2M (+$167.8K)
Filed 2026-10-09
Altfest L J & Co Inc
INCREASED
Shares205,713 from 205,124
Change+589 (+0%)
Value$6.0M (+$89.0K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares205,021 from 91,614
Change+113,407 (+124%)
Value$6.0M (+$3.4M)
Filed 2026-10-29
Unify Financial Advisors
INCREASED
Shares196,322 from 195,230
Change+1,092 (+1%)
Value$5.8M (+$100.3K)
Filed 2026-11-03
NYL Investors LLC
INCREASED
Shares194,735 from 193,871
Change+864 (+0%)
Value$5.7M (+$93.2K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares194,137 from 128,669
Change+65,468 (+51%)
Value$5.7M (+$2.0M)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares192,438 from 126,591
Change+65,847 (+52%)
Value$5.6M (+$2.0M)
Filed 2026-10-13
Seed Wealth Management, Inc.
DECREASED
Shares191,423 from 192,268
Change-845 (0%)
Value$5.6M (+$42.5K)
Filed 2026-10-20
Granite Investment Partners, LLC
INCREASED
Shares189,095 from 185,299
Change+3,796 (+2%)
Value$5.5M (+$176.1K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares187,684 from 201,288
Change-13,604 (-7%)
Value$5.5M (-$328.3K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED
Shares186,969 from 204,818
Change-17,849 (-9%)
Value$5.5M (-$483.7K)
Filed 2026-10-28
Compass Ion Advisors, LLC
DECREASED
Shares186,396 from 187,520
Change-1,124 (-1%)
Value$5.5M (+$32.7K)
Filed 2026-10-23
Blueprint Financial Advisors LLC
INCREASED
Shares179,096 from 159,271
Change+19,825 (+12%)
Value$5.2M (+$636.8K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares178,663 from 179,026
Change-363 (0%)
Value$5.2M (+$52.0K)
Filed 2026-10-27
Clear Point Advisors Inc.
INCREASED
Shares178,480 from 178,396
Change+84 (+0%)
Value$5.2M (+$64.9K)
Filed 2026-10-30
Whitener Capital Management, Inc.
DECREASED
Shares171,228 from 173,802
Change-2,574 (-1%)
Value$5.0M (-$14.6K)
Filed 2026-10-15
Farnam Financial LLC
DECREASED
Shares170,649 from 172,163
Change-1,514 (-1%)
Value$5.0M (+$10.8K)
Filed 2026-10-21
Whitegate Investment Counselors, Inc.
INCREASED
Shares169,917 from 137,227
Change+32,690 (+24%)
Value$5.0M (+$1.0M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares169,547 from 107,451
Change+62,096 (+58%)
Value$5.0M (+$1.9M)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
DECREASED
Shares169,439 from 178,179
Change-8,740 (-5%)
Value$5.0M (-$193.8K)
Filed 2026-10-23
Pullen Investment Management, LLC
DECREASED
Shares168,866 from 174,828
Change-5,962 (-3%)
Value$4.9M (-$113.6K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares166,962 from 166,962
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-06
CRA Financial Services, LLC
DECREASED
Shares164,062 from 165,178
Change-1,116 (-1%)
Value$4.8M (+$25.1K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares158,356 from 157,996
Change+360 (+0%)
Value$4.6M (+$65.9K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares158,055 from 159,615
Change-1,560 (-1%)
Value$4.6M (+$10.1K)
Filed 2026-10-21
Naples Global Advisors, LLC
DECREASED
Shares156,952 from 159,753
Change-2,801 (-2%)
Value$4.6M (-$26.2K)
Filed 2026-11-05
Ares Financial Consulting, LLC
INCREASED
Shares155,954 from 155,953
Change+1 (0%)
Value$172.5K (+$250)
Filed 2026-10-19
Asset Dedication, LLC
INCREASED
Shares154,192 from 144,400
Change+9,792 (+7%)
Value$4.5M (+$337.5K)
Filed 2026-11-03
Avalon Advisory Group
DECREASED
Shares153,846 from 154,624
Change-778 (0%)
Value$4.5M (+$31.3K)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares153,025 from 157,662
Change-4,637 (-3%)
Value$4.5M (-$80.7K)
Filed 2026-10-26
Amicus Financial Advisors, LLC
DECREASED
Shares151,581 from 157,377
Change-5,796 (-4%)
Value$4.4M (-$114.8K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares151,536 from 151,368
Change+168 (+0%)
Value$4.4M (+$57.9K)
Filed 2026-10-21
Opus Capital Group, LLC
INCREASED
Shares150,875 from 149,617
Change+1,258 (+1%)
Value$4.4K (-$4.3M)
Filed 2026-10-30
Thrive Wealth Management, LLC
INCREASED
Shares150,426 from 135,713
Change+14,713 (+11%)
Value$4.4M (+$478.7K)
Filed 2026-10-13
Chapman Financial Group, LLC
DECREASED
Shares146,792 from 150,192
Change-3,400 (-2%)
Value$4.3M (-$47.1K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
DECREASED
Shares145,091 from 145,486
Change-395 (0%)
Value$4.3M (+$39.3K)
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares142,005 from 534,501
Change-392,496 (-73%)
Value$4.2M (-$11.3M)
Filed 2026-10-15
Carret Asset Management, LLC
DECREASED
Shares141,601 from 142,624
Change-1,023 (-1%)
Value$4.2M (+$19.9K)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares141,287 from 76,114
Change+65,173 (+86%)
Value$4.1M (+$1.9M)
Filed 2026-10-27
Financial Designs Corp
INCREASED
Shares139,518 from 107,175
Change+32,343 (+30%)
Value$4.1M (+$985.5K)
Filed 2026-10-09
Cambridge Advisors Inc.
INCREASED
Shares136,202 from 134,440
Change+1,762 (+1%)
Value$4.0M (+$98.7K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares135,686 from 137,176
Change-1,490 (-1%)
Value$4.0M (+$4.3K)
Filed 2026-10-29
L. Roy Papp & Associates, LLP
DECREASED
Shares135,511 from 139,075
Change-3,564 (-3%)
Value$4.0M (-$55.8K)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED
Shares133,720 from 138,086
Change-4,366 (-3%)
Value$3.9M (-$79.6K)
Filed 2026-10-28
Dorato Capital Management
INCREASED
Shares133,598 from 97,361
Change+36,237 (+37%)
Value$4.0M (+$1.1M)
Filed 2026-10-08
Planned Solutions, Inc.
INCREASED
Shares132,474 from 132,202
Change+272 (+0%)
Value$3.9M (+$54.2K)
Filed 2026-10-19
Selby Wealth Management, LLC
INCREASED
Shares130,852 from 130,458
Change+394 (+0%)
Value$3.8M (+$57.2K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
INCREASED
Shares130,416 from 130,263
Change+153 (+0%)
Value$3.8M (+$50.1K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares129,812 from 146,351
Change-16,539 (-11%)
Value$3.9M (-$359.5K)
Filed 2026-10-13
Peachtree Investment Partners, LLC
INCREASED
Shares129,685 from 105,452
Change+24,233 (+23%)
Value$3.8M (+$747.2K)
Filed 2026-11-05
Cross Staff Investments Inc
INCREASED
Shares129,150 from 128,665
Change+485 (+0%)
Value$3.8M (+$59.2K)
Filed 2026-10-22
Pacific Park Financial, Inc.
DECREASED
Shares126,175 from 129,590
Change-3,415 (-3%)
Value$3.7M (-$54.7K)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares126,043 from 127,633
Change-1,590 (-1%)
Value$3.7M (-$1.9K)
Filed 2026-10-13
Archer Investment Management, LLC
DECREASED
Shares125,925 from 129,422
Change-3,497 (-3%)
Value$3.7M (-$57.2K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares125,787 from 121,340
Change+4,447 (+4%)
Value$3.7M (+$172.8K)
Filed 2026-10-30
Triangle Securities Wealth Management
DECREASED
Shares123,023 from 124,085
Change-1,062 (-1%)
Value$3.6M (+$12.3K)
Filed 2026-10-14
BCS Wealth Management
INCREASED
Shares122,349 from 121,906
Change+443 (+0%)
Value$3.6M (+$55.6K)
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares122,300 from 125,309
Change-3,009 (-2%)
Value$3.6M (-$44.3K)
Filed 2026-11-05
Leading Edge Financial Planning LLC
DECREASED
Shares122,010 from 1,748,838
Change-1,626,828 (-93%)
Value$3.6M (-$47.1M)
Filed 2026-10-23
S.E.E.D. Planning Group LLC
INCREASED
Shares120,750 from 119,521
Change+1,229 (+1%)
Value$3.5M (+$77.9K)
Filed 2026-10-07
BIP Wealth, LLC
INCREASED
Shares119,679 from 118,200
Change+1,479 (+1%)
Value$3.5M (+$84.7K)
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares119,039 from 119,039
Change0 (0%)
Value$3.5M (+$41.7K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares118,619 from 115,740
Change+2,879 (+2%)
Value$3.5M (+$124.9K)
Filed 2026-10-07
Mayfair Advisory Group, LLC
INCREASED
Shares118,461 from 115,422
Change+3,039 (+3%)
Value$3.5M (+$175.6K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
DECREASED
Shares118,237 from 118,389
Change-152 (0%)
Value$3.5M (+$37.0K)
Filed 2026-11-03
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares118,129 from 117,806
Change+323 (+0%)
Value$3.5M (+$50.7K)
Filed 2026-10-19
RTD Financial Advisors, Inc.
DECREASED
Shares116,111 from 118,904
Change-2,793 (-2%)
Value$3.4M (-$40.3K)
Filed 2026-10-09
Ridgewood Investments LLC
DECREASED
Shares116,090 from 116,689
Change-599 (-1%)
Value$3.4M (+$23.3K)
Filed 2026-10-05
ARK & TLK Investments, LLC
UNCHANGED
Shares115,756 from 115,756
Change0 (0%)
Value$3.4M (+$40.5K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares115,432 from 106,237
Change+9,195 (+9%)
Value$3.4M (+$306.7K)
Filed 2026-10-13
Foster Group, Inc.
INCREASED
Shares114,093 from 113,474
Change+619 (+1%)
Value$3.3M (+$57.9K)
Filed 2026-10-13
Gleason Group, Inc.
INCREASED
Shares113,843 from 112,962
Change+881 (+1%)
Value$3.3M (+$65.4K)
Filed 2026-10-15
Advus Financial Partners, LLC
DECREASED
Shares113,191 from 119,245
Change-6,054 (-5%)
Value$3.3M (-$135.7K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares111,446 from 104,866
Change+6,580 (+6%)
Value$3.3M (+$229.6K)
Filed 2026-10-08
Segment Wealth Management, LLC
INCREASED
Shares111,446 from 108,991
Change+2,455 (+2%)
Value$3.3M (+$110.1K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares110,620 from 107,425
Change+3,195 (+3%)
Value$3.2M (+$131.2K)
Filed 2026-10-23
Lincoln Capital Corp
DECREASED
Shares110,578 from 111,299
Change-721 (-1%)
Value$3.2M (+$17.8K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares109,971 from 114,378
Change-4,407 (-4%)
Value$3.2M (-$89.2K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED
Shares109,813 from 112,414
Change-2,601 (-2%)
Value$3.2M (-$36.9K)
Filed 2026-10-15
Angeles Wealth Management, LLC
INCREASED
Shares108,817 from 108,801
Change+16 (+0%)
Value$3.2M (+$38.5K)
Filed 2026-10-26
Skyline Advisors, Inc.
DECREASED
Shares108,714 from 112,885
Change-4,171 (-4%)
Value$3.2M (-$82.7K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares107,767 from 104,251
Change+3,516 (+3%)
Value$3.1M (+$113.6K)
Filed 2026-11-04
RVW Wealth, LLC
INCREASED
Shares107,656 from 107,069
Change+587 (+1%)
Value$3.2M (+$54.7K)
Filed 2026-10-06
MCF Advisors LLC
DECREASED
Shares106,527 from 107,501
Change-974 (-1%)
Value$3.1M (+$9.1K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares106,020 from 93,798
Change+12,222 (+13%)
Value$3.1M (+$391.1K)
Filed 2026-10-23
Sjbenen Advisory, LLC
UNCHANGED
Shares105,153 from 105,153
Change0 (0%)
Value$3.1M (+$58.6K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
DECREASED
Shares105,001 from 109,888
Change-4,887 (-4%)
Value$3.1M (-$104.8K)
Filed 2026-10-15
Farrow Financial, Inc.
INCREASED
Shares103,858 from 101,066
Change+2,792 (+3%)
Value$3.0M (+$117.2K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
DECREASED
Shares103,702 from 103,954
Change-252 (0%)
Value$3.0M (+$29.0K)
Filed 2026-11-04
Optima Capital LLC
DECREASED
Shares103,506 from 104,679
Change-1,173 (-1%)
Value$3.0M (+$2.3K)
Filed 2026-10-29
Wilkins Miller Wealth Management, LLC
DECREASED
Shares103,345 from 104,089
Change-744 (-1%)
Value$3.0M (+$14.6K)
Filed 2026-10-13
Elser Financial Planning, Inc
DECREASED
Shares102,953 from 104,795
Change-1,842 (-2%)
Value$3.0M (-$17.3K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares101,879 from 127,412
Change-25,533 (-20%)
Value$3.0M (-$703.8K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares101,848 from 106,371
Change-4,523 (-4%)
Value$3.0M (-$95.3K)
Filed 2026-10-23
Values Added Financial LLC
DECREASED
Shares101,261 from 101,403
Change-142 (0%)
Value$3.0M (+$31.3K)
Filed 2026-10-28
Boltwood Capital Management
DECREASED
Shares101,082 from 102,641
Change-1,559 (-2%)
Value$3.0M (-$9.8K)
Filed 2026-10-02
Noble Family Wealth, LLC
INCREASED
Shares99,749 from 99,561
Change+188 (+0%)
Value$2.9M (+$40.4K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares99,029 from 94,055
Change+4,974 (+5%)
Value$2.9M (+$178.7K)
Filed 2026-10-14
Wealth Group Ltd
DECREASED
Shares98,383 from 102,449
Change-4,066 (-4%)
Value$2.9M (-$53.8K)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares98,075 from 93,234
Change+4,841 (+5%)
Value$2.9M (+$174.5K)
Filed 2026-10-26
Ironwood Wealth Management, Llc.
DECREASED
Shares97,985 from 100,622
Change-2,637 (-3%)
Value$2.9M (-$42.1K)
Filed 2026-10-28
West Paces Advisors Inc.
INCREASED
Shares97,712 from 97,156
Change+556 (+1%)
Value$2.9M (+$50.3K)
Filed 2026-10-13
Abundance Wealth Counselors
NEW
Shares97,693
Change+97,693
Value$2.9M
Filed 2026-10-26
Mason & Associates, LLC
DECREASED
Shares96,987 from 97,033
Change-46 (0%)
Value$2.8M (+$32.6K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares93,741 from 102,206
Change-8,465 (-8%)
Value$2.7M (-$212.4K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
DECREASED
Shares93,595 from 102,437
Change-8,842 (-9%)
Value$2.7M (-$223.3K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares92,135 from 87,379
Change+4,756 (+5%)
Value$2.7K (+$170)
Filed 2026-10-02
Penney Financial, LLC
DECREASED
Shares90,268 from 102,649
Change-12,381 (-12%)
Value$2.6M (-$327.0K)
Filed 2026-10-20
SpringVest Wealth Management LLC
UNCHANGED
Shares89,535 from 89,535
Change0 (0%)
Value$2.6M (+$31.3K)
Filed 2026-10-27
Pinnacle Associates LTD
INCREASED
Shares89,246 from 83,546
Change+5,700 (+7%)
Value$2.6M (+$196.3K)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares88,099 from 88,190
Change-91 (0%)
Value$2.6M (+$368.6K)
Filed 2026-10-15
AMI Investment Management Inc
INCREASED
Shares87,313 from 84,838
Change+2,475 (+3%)
Value$2.6M (+$102.2K)
Filed 2026-10-27
Essex LLC
DECREASED
Shares87,143 from 88,389
Change-1,246 (-1%)
Value$2.6M (-$5.6K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares87,130 from 87,392
Change-262 (0%)
Value$2.6M (+$22.9K)
Filed 2026-10-22
Hendershot Investments Inc.
INCREASED
Shares85,964 from 85,668
Change+296 (+0%)
Value$2.5M (+$38.7K)
Filed 2026-11-05
Great Waters Wealth Management
DECREASED
Shares85,827 from 94,971
Change-9,144 (-10%)
Value$2.5M (-$234.7K)
Filed 2026-10-07
Luminvest Wealth Management LLC
DECREASED
Shares85,137 from 118,077
Change-32,940 (-28%)
Value$2.5M (-$924.1K)
Filed 2026-10-14
Selective Wealth Management, Inc.
INCREASED
Shares84,142 from 78,712
Change+5,430 (+7%)
Value$2.5M (+$230.2K)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares83,771 from 86,895
Change-3,124 (-4%)
Value$2.5M (-$61.1K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
INCREASED
Shares83,746 from 83,737
Change+9 (+0%)
Value$2.5M (+$29.6K)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares83,063 from 83,063
Change0 (0%)
Value$2.4M (+$29.1K)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares82,851 from 69,633
Change+13,218 (+19%)
Value$2.4M (+$411.8K)
Filed 2026-10-16
PDS Planning, Inc
DECREASED
Shares82,360 from 82,474
Change-114 (0%)
Value$2.4M (+$25.5K)
Filed 2026-11-03
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares82,157 from 80,233
Change+1,924 (+2%)
Value$2.4M (+$84.5K)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares81,865 from 83,045
Change-1,180 (-1%)
Value$2.4M (-$5.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares81,684 from 71,722
Change+9,962 (+14%)
Value$2.4M (+$317.1K)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED
Shares81,625 from 81,600
Change+25 (+0%)
Value$2.4M (+$29.3K)
Filed 2026-10-30
Traphagen Investment Advisors LLC
INCREASED
Shares80,962 from 80,873
Change+89 (+0%)
Value$2.4M (+$30.9K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares80,562 from 80,562
Change0 (0%)
Value$2.4M (+$51.6K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED
Shares79,668 from 79,668
Change0 (0%)
Value$2.3M (+$27.9K)
Filed 2026-10-20
Clear Retirement Advice LLC
DECREASED
Shares79,147 from 79,270
Change-123 (0%)
Value$2.3M (+$24.1K)
Filed 2026-10-22
Barden Capital Management, Inc.
DECREASED
Shares77,947 from 85,313
Change-7,366 (-9%)
Value$2.3M (-$186.0K)
Filed 2026-10-09
Financial Management Professionals, Inc.
DECREASED
Shares76,775 from 82,591
Change-5,816 (-7%)
Value$2.3M (-$141.5K)
Filed 2026-10-23
Souders Financial Advisors
DECREASED
Shares76,382 from 77,225
Change-843 (-1%)
Value$2.2M (+$2.3K)
Filed 2026-11-03
Sawgrass Asset Management LLC
INCREASED
Shares76,265 from 73,715
Change+2,550 (+3%)
Value$2.2M (+$100.5K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares76,227 from 77,903
Change-1,676 (-2%)
Value$2.2M (-$21.9K)
Filed 2026-11-05
Exchange Bank
DECREASED
Shares75,250 from 75,676
Change-426 (-1%)
Value$2.2M (+$14.0K)
Filed 2026-10-07
Encompass More Asset Management
INCREASED
Shares74,515 from 64,924
Change+9,591 (+15%)
Value$2.2M (+$303.8K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares74,386 from 84,654
Change-10,268 (-12%)
Value$2.2M (-$231.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares73,885 from 55,830
Change+18,055 (+32%)
Value$2.2M (+$593.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares73,885 from 55,830
Change+18,055 (+32%)
Value$2.2M (+$593.1K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares73,884 from 71,774
Change+2,110 (+3%)
Value$2.2M (+$87.0K)
Filed 2026-11-04
Sunpointe, LLC
INCREASED
Shares73,589 from 67,680
Change+5,909 (+9%)
Value$2.2M (+$196.9K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares73,569 from 77,866
Change-4,297 (-6%)
Value$2.2M (-$98.7K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED
Shares72,263 from 75,700
Change-3,437 (-5%)
Value$2.1M (-$74.2K)
Filed 2026-10-13
Aspiriant, LLC
DECREASED
Shares71,710 from 80,573
Change-8,863 (-11%)
Value$2.1M (-$231.6K)
Filed 2026-10-16
Bigelow Investment Advisors, LLC
DECREASED
Shares70,021 from 72,116
Change-2,095 (-3%)
Value$2.1M (-$36.2K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED
Shares69,984 from 69,825
Change+159 (+0%)
Value$2.1M (+$29.1K)
Filed 2026-10-21
Gradient Capital Advisors, LLC
DECREASED
Shares68,536 from 69,938
Change-1,402 (-2%)
Value$2.0M (-$16.6K)
Filed 2026-10-21
CMH Wealth Management LLC
DECREASED
Shares68,270 from 70,320
Change-2,050 (-3%)
Value$2.0M (-$35.5K)
Filed 2026-10-22
waypoint wealth counsel
DECREASED
Shares67,069 from 67,152
Change-83 (0%)
Value$2.0M (+$21.1K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
INCREASED
Shares66,937 from 66,877
Change+60 (+0%)
Value$2.0M (+$53.3K)
Filed 2026-10-27
S.A. Mason LLC
UNCHANGED
Shares66,870 from 66,870
Change0 (0%)
Value$2.0M (+$23.4K)
Filed 2026-10-13
Eley Financial Management, Inc
DECREASED
Shares66,723 from 68,119
Change-1,396 (-2%)
Value$2.0M (-$17.1K)
Filed 2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares66,664 from 67,727
Change-1,063 (-2%)
Value$2.0M (-$7.5K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares66,315 from 66,283
Change+32 (+0%)
Value$1.9M (+$24.1K)
Filed 2026-10-13
North Forty Two & Co.
DECREASED
Shares66,101 from 69,100
Change-2,999 (-4%)
Value$1.9M (-$63.7K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares65,202 from 60,288
Change+4,914 (+8%)
Value$1.9M (+$165.1K)
Filed 2026-11-03
Blossom Wealth Management
DECREASED
Shares64,539 from 64,580
Change-41 (0%)
Value$1.9M (+$21.4K)
Filed 2026-11-03
Missouri Trust & Investment Co
DECREASED
Shares64,457 from 66,245
Change-1,788 (-3%)
Value$1.9M (-$21.9K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares64,308 from 27,403
Change+36,905 (+135%)
Value$1.9M (+$1.1M)
Filed 2026-10-23
CGN Advisors LLC
UNCHANGED
Shares64,224 from 64,224
Change0 (0%)
Value$1.9M (+$22.5K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares64,215 from 67,989
Change-3,774 (-6%)
Value$1.9M (-$86.8K)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares64,103 from 63,235
Change+868 (+1%)
Value$1.9M (+$47.6K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares63,380 from 36,280
Change+27,100 (+75%)
Value$1.9M (+$807.0K)
Filed 2026-11-03
Lionshead Wealth Management, LLC
INCREASED
Shares63,254 from 62,911
Change+343 (+1%)
Value$1.9M (+$32.1K)
Filed 2026-10-21
RKL Wealth Management LLC
INCREASED
Shares63,231 from 62,777
Change+454 (+1%)
Value$1.9M (+$35.3K)
Filed 2026-10-16
Northern Lights Advisors, Inc.
UNCHANGED
Shares62,229 from 62,229
Change0 (0%)
Value$1.8M (+$21.8K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares61,973 from 61,667
Change+306 (+1%)
Value$1.8M (+$30.5K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares61,953 from 63,123
Change-1,170 (-2%)
Value$1.8M (-$12.2K)
Filed 2026-10-14
Lake Street Private Wealth, LLC
UNCHANGED
Shares61,200 from 61,200
Change0 (0%)
Value$1.8M (+$21.4K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares61,174 from 61,174
Change0 (0%)
Value$1.8M (+$21.4K)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
INCREASED
Shares59,029 from 41,614
Change+17,415 (+42%)
Value$1.7M (+$525.0K)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares58,853 from 59,310
Change-457 (-1%)
Value$1.7M (+$7.4K)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares57,633 from 57,712
Change-79 (0%)
Value$1.7M (+$17.9K)
Filed 2026-10-28
Redw Wealth LLC
DECREASED
Shares57,513 from 60,820
Change-3,307 (-5%)
Value$1.7M (-$75.6K)
Filed 2026-11-02
Wealth Architects, LLC
DECREASED
Shares57,356 from 58,763
Change-1,407 (-2%)
Value$1.7M (-$20.7K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED
Shares57,249 from 57,249
Change0 (0%)
Value$1.7M (+$20.0K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares57,211 from 54,129
Change+3,082 (+6%)
Value$1.7M (+$109.3K)
Filed 2026-10-28
Main Street Group, LTD
DECREASED
Shares56,341 from 56,427
Change-86 (0%)
Value$1.7M (+$17.2K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
DECREASED
Shares56,004 from 56,223
Change-219 (0%)
Value$1.6M (+$13.3K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares55,578 from 54,416
Change+1,162 (+2%)
Value$1.6M (+$53.1K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares55,091 from 55,397
Change-306 (-1%)
Value$1.6M (+$10.4K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares55,028 from 55,028
Change0 (0%)
Value$1.6M (+$19.3K)
Filed 2026-11-02
Provident Living Financial Services, Inc.
INCREASED
Shares54,974 from 54,958
Change+16 (+0%)
Value$1.6M (+$6.5K)
Filed 2026-11-03
Roffman Miller Associates Inc
INCREASED
Shares54,791 from 45,324
Change+9,467 (+21%)
Value$1.6M (+$293.3K)
Filed 2026-10-19
Grant Street Asset Management, Inc.
INCREASED
Shares54,406 from 53,288
Change+1,118 (+2%)
Value$1.6M (+$51.4K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares54,012 from 44,302
Change+9,710 (+22%)
Value$1.6K (-$1.3M)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares53,817 from 53,774
Change+43 (+0%)
Value$1.6M (+$49.2K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares53,332 from 51,255
Change+2,077 (+4%)
Value$1.6M (+$78.8K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares53,264 from 54,711
Change-1,447 (-3%)
Value$1.6M (-$23.3K)
Filed 2026-10-13
Morling Financial Advisors, LLC
DECREASED
Shares53,106 from 54,435
Change-1,329 (-2%)
Value$1.6M (-$19.9K)
Filed 2026-10-28
Freedom Financial Partners LLC
INCREASED
Shares52,931 from 52,882
Change+49 (+0%)
Value$1.6M (+$19.9K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
INCREASED
Shares52,198 from 52,170
Change+28 (+0%)
Value$1.5M (+$19.1K)
Filed 2026-10-14
Hurley Capital, LLC
INCREASED
Shares51,792 from 51,449
Change+343 (+1%)
Value$1.5M (+$28.1K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares51,234 from 48,698
Change+2,536 (+5%)
Value$1.5M (+$91.4K)
Filed 2026-10-28
RMG Wealth Management LLC
UNCHANGED
Shares50,976 from 50,976
Change0 (0%)
Value$1.5M (-$31.6K)
Filed 2026-10-26
Tandem Investment Partners LLC
INCREASED
Shares50,775 from 49,444
Change+1,331 (+3%)
Value$1.5M (+$56.3K)
Filed 2026-10-16
Midwest Financial Group LLC
INCREASED
Shares49,312 from 47,258
Change+2,054 (+4%)
Value$1.4M (+$76.7K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares49,226 from 31,351
Change+17,875 (+57%)
Value$1.5M (+$544.2K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares49,027 from 48,987
Change+40 (+0%)
Value$1.4M (+$18.3K)
Filed 2026-11-03
Attessa Capital LLC
UNCHANGED
Shares48,135 from 48,135
Change0 (0%)
Value$1.4M (+$16.9K)
Filed 2026-10-09
Klaas Financial Asset Advisors, LLC
NEW
Shares48,128
Change+48,128
Value$1.4M
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
INCREASED
Shares47,974 from 47,847
Change+127 (+0%)
Value$1.4M (+$20.5K)
Filed 2026-10-27
Cornerstone Planning, LLC
UNCHANGED
Shares47,712 from 47,712
Change0 (0%)
Value$1.4M (+$1)
Filed 2026-10-27
Physician Wealth Solutions Inc.
DECREASED
Shares46,639 from 49,224
Change-2,585 (-5%)
Value$1.4M (-$58.5K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED
Shares46,220 from 46,720
Change-500 (-1%)
Value$1.4M (+$1.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares45,745 from 47,284
Change-1,539 (-3%)
Value$1.3M (-$28.5K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares45,299 from 34,321
Change+10,978 (+32%)
Value$1.4M (+$358.9K)
Filed 2026-10-08
Colorado Capital Management, Inc.
INCREASED
Shares43,798 from 43,678
Change+120 (+0%)
Value$1.3K (+$19)
Filed 2026-10-15
Axos Invest Inc.
DECREASED
Shares43,750 from 49,191
Change-5,441 (-11%)
Value$1.3M (-$142.3K)
Filed 2026-10-21
Smith Salley Wealth Management
INCREASED
Shares43,532 from 42,928
Change+604 (+1%)
Value$1.3M (+$32.7K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED
Shares43,406 from 44,085
Change-679 (-2%)
Value$1.3M (-$4.5K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares43,299 from 42,859
Change+440 (+1%)
Value$1.3M (+$27.9K)
Filed 2026-10-29
Prairie Advisory, LLC
INCREASED
Shares42,804 from 21,370
Change+21,434 (+100%)
Value$1.3M (+$635.7K)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares42,657 from 43,292
Change-635 (-1%)
Value$1.3M (-$3.5K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
DECREASED
Shares42,442 from 43,782
Change-1,340 (-3%)
Value$1.2M (-$24.0K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares42,133 from 38,641
Change+3,492 (+9%)
Value$1.2M (+$115.9K)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares41,914 from 45,239
Change-3,325 (-7%)
Value$1.2M (-$81.6K)
Filed 2026-10-09
Eagle Harbor Asset Management Inc
NEW
Shares41,884
Change+41,884
Value$1.2M
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares41,589 from 42,163
Change-574 (-1%)
Value$1.2M (-$2.1K)
Filed 2026-11-04
Altus Wealth Group LLC
INCREASED
Shares41,266 from 41,163
Change+103 (+0%)
Value$1.2M (+$17.4K)
Filed 2026-10-20
Mengis Capital Management, Inc.
INCREASED
Shares41,144 from 41,072
Change+72 (+0%)
Value$1.2M (+$16.5K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares40,834 from 38,978
Change+1,856 (+5%)
Value$1.2M (+$68.0K)
Filed 2026-10-23
Greenleaf Trust
UNCHANGED
Shares40,725 from 40,725
Change0 (0%)
Value$1.2M (+$14.3K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares40,568 from 40,568
Change0 (0%)
Value$1.2K (+$14)
Filed 2026-10-27
L.K. Benson & Company, P.C.
DECREASED
Shares40,257 from 45,297
Change-5,040 (-11%)
Value$1.2M (-$131.9K)
Filed 2026-10-23
Quantify Chaos Advisors, LLC
DECREASED
Shares40,241 from 40,273
Change-32 (0%)
Value$1.2M (+$13.1K)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares39,725 from 39,693
Change+32 (+0%)
Value$1.2M (+$14.8K)
Filed 2026-10-22
Waycross Investment Management Co
INCREASED
Shares39,719 from 39,717
Change+2 (+0%)
Value$1.2M (+$14.0K)
Filed 2026-10-14
Evermay Wealth Management LLC
INCREASED
Shares39,552 from 38,193
Change+1,359 (+4%)
Value$1.2M (+$53.2K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares39,518 from 46,431
Change-6,913 (-15%)
Value$1.2M (-$186.4K)
Filed 2026-11-03
One Day In July LLC
INCREASED
Shares39,036 from 38,690
Change+346 (+1%)
Value$1.1M (+$23.7K)
Filed 2026-10-30
Tompkins Financial Corp
UNCHANGED
Shares38,998 from 38,998
Change0 (0%)
Value$1.1M (+$13.6K)
Filed 2026-10-05
Twelve Points Wealth Management LLC
UNCHANGED
Shares38,675 from 38,675
Change0 (0%)
Value$1.1M (+$4.3K)
Filed 2026-11-03
Soltis Investment Advisors LLC
DECREASED
Shares38,506 from 38,731
Change-225 (-1%)
Value$1.1M (+$6.9K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares38,237 from 38,677
Change-440 (-1%)
Value$1.1M (+$646)
Filed 2026-10-29
Apollon Financial, LLC
UNCHANGED
Shares38,096 from 38,096
Change0 (0%)
Value$1.1M (+$13.3K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares38,020 from 32,841
Change+5,179 (+16%)
Value$1.1M (+$163.3K)
Filed 2026-10-21
High Probability Advisors, LLC
INCREASED
Shares37,555 from 37,355
Change+200 (+1%)
Value$1.1M (+$18.9K)
Filed 2026-10-19
Ironwood Financial, llc
INCREASED
Shares37,457 from 37,158
Change+299 (+1%)
Value$1.1M (+$21.8K)
Filed 2026-10-20
Madrid Wealth Management, LLC
INCREASED
Shares37,343 from 37,342
Change+1 (0%)
Value$1.1M (+$13.1K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares37,309 from 31,359
Change+5,950 (+19%)
Value$1.1M (+$185.4K)
Filed 2026-10-23
Carolina Wealth Management Inc
DECREASED
Shares37,124 from 39,861
Change-2,737 (-7%)
Value$1.1M (-$66.3K)
Filed 2026-10-29
Abound Wealth Management
DECREASED
Shares37,013 from 37,430
Change-417 (-1%)
Value$1.1M (+$881)
Filed 2026-10-26
Cap Partners, LLC
INCREASED
Shares36,971 from 36,893
Change+78 (+0%)
Value$1.1M (+$15.2K)
Filed 2026-10-19
Burkett Financial Services, LLC
DECREASED
Shares36,744 from 37,050
Change-306 (-1%)
Value$1.1M (+$4.0K)
Filed 2026-10-01
Diligent Investors, LLC
INCREASED
Shares36,386 from 36,374
Change+12 (+0%)
Value$1.1M (+$13.1K)
Filed 2026-10-21
BLB&B Advisors, LLC
DECREASED
Shares36,066 from 38,391
Change-2,325 (-6%)
Value$1.1M (-$54.7K)
Filed 2026-10-27
Envision Financial LLC
DECREASED
Shares35,955 from 76,886
Change-40,931 (-53%)
Value$1.2M (-$1.1M)
Filed 2026-10-15
Lynx Investment Advisory
UNCHANGED
Shares35,692 from 35,692
Change0 (0%)
Value$1.0M (+$12.5K)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares35,644 from 119,074
Change-83,430 (-70%)
Value$1.0M (-$2.4M)
Filed 2026-10-16
McCarthy Asset Management, Inc.
DECREASED
Shares35,157 from 42,395
Change-7,238 (-17%)
Value$1.0M (-$197.3K)
Filed 2026-10-20
Burton Enright Welch
DECREASED
Shares35,087 from 35,105
Change-18 (0%)
Value$1.0M (+$11.8K)
Filed 2026-11-04
Guardian Wealth Management, Inc.
DECREASED
Shares34,496 from 36,953
Change-2,457 (-7%)
Value$1.0M (-$59.1K)
Filed 2026-10-30
Country Trust Bank
UNCHANGED
Shares34,485 from 34,485
Change0 (0%)
Value$1.0M (+$12.1K)
Filed 2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED
Shares34,200 from 34,200
Change0 (0%)
Value$1.0M (+$12.0K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares34,174 from 34,160
Change+14 (+0%)
Value$1.0M (+$12.4K)
Filed 2026-10-09
Legacy Wealth Management, LLC
DECREASED
Shares33,797 from 41,259
Change-7,462 (-18%)
Value$990.6K (-$204.3K)
Filed 2026-10-22
HBW Advisory Services LLC
INCREASED
Shares33,768 from 15,533
Change+18,235 (+117%)
Value$989.7K (+$539.9K)
Filed 2026-10-15
FF Advisors,LLC
DECREASED
Shares33,683 from 37,005
Change-3,322 (-9%)
Value$987.2K (-$84.4K)
Filed 2026-10-21
DecisionPoint Financial, LLC
UNCHANGED
Shares33,423 from 33,423
Change0 (0%)
Value$982.3K (+$16.0K)
Filed 2026-10-27
Beacon Capital Management, LLC
INCREASED
Shares33,211 from 33,208
Change+3 (+0%)
Value$973.4K (+$11.7K)
Filed 2026-10-23
Chilton Capital Management LLC
DECREASED
Shares33,073 from 34,598
Change-1,525 (-4%)
Value$969.4K (-$32.6K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares33,053 from 34,060
Change-1,007 (-3%)
Value$968.8K (-$17.6K)
Filed 2026-10-29
Lawood & Co
UNCHANGED
Shares32,510 from 32,510
Change0 (0%)
Value$952.9K (+$11.4K)
Filed 2026-10-09
Consilium Wealth Advisory, LLC
UNCHANGED
Shares32,405 from 32,405
Change0 (0%)
Value$949.8K (+$11.3K)
Filed 2026-10-14
Builder Investment Group Inc
INCREASED
Shares32,371 from 31,992
Change+379 (+1%)
Value$948.8K (+$22.3K)
Filed 2026-10-22
Hudock, Inc.
INCREASED
Shares32,219 from 32,196
Change+23 (+0%)
Value$944.4K (+$11.9K)
Filed 2026-10-14
Apex Wealth Management, LLC
INCREASED
Shares31,677 from 26,495
Change+5,182 (+20%)
Value$928.5K (+$161.2K)
Filed 2026-10-20
Womack Financial LLC
INCREASED
Shares31,624 from 30,891
Change+733 (+2%)
Value$926.9K (+$32.3K)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED
Shares31,436 from 32,345
Change-909 (-3%)
Value$924.2K (-$16.0K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
INCREASED
Shares31,107 from 31,022
Change+85 (+0%)
Value$911.7K (+$13.3K)
Filed 2026-11-05
Veracity Capital LLC
UNCHANGED
Shares31,020 from 31,020
Change0 (0%)
Value$909.2K (+$10.9K)
Filed 2026-10-08
Wealthcare Capital Management LLC
UNCHANGED
Shares30,952 from 30,952
Change0 (0%)
Value$907.2K (+$10.8K)
Filed 2026-10-21
Root Financial Partners, LLC
INCREASED
Shares30,790 from 26,800
Change+3,990 (+15%)
Value$902.5K (+$126.3K)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares30,586
Change+30,586
Value$896.5K
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares30,292 from 26,516
Change+3,776 (+14%)
Value$887.8K (+$119.9K)
Filed 2026-10-13
Capital Planning LLC
UNCHANGED
Shares30,216 from 30,216
Change0 (0%)
Value$885.6K (+$10.6K)
Filed 2026-10-09
Costello Asset Management, Inc
DECREASED
Shares29,903 from 30,502
Change-599 (-2%)
Value$876.5K (-$6.9K)
Filed 2026-10-30
Forum Financial Management, LP
DECREASED
Shares29,876 from 30,186
Change-310 (-1%)
Value$875.7K (+$1.5K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares29,352 from 29,352
Change0 (0%)
Value$860.3K (+$10.3K)
Filed 2026-10-27
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares28,818 from 28,818
Change0 (0%)
Value$845 (-$834.2K)
Filed 2026-10-27
Northern Capital Management, Inc.
DECREASED
Shares28,576 from 28,633
Change-57 (0%)
Value$837.6K (+$8.3K)
Filed 2026-11-05
BNC Wealth Management, LLC
DECREASED
Shares28,571 from 29,068
Change-497 (-2%)
Value$837.4K (-$4.4K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares28,306 from 28,251
Change+55 (+0%)
Value$829.6K (+$11.5K)
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares28,168 from 30,825
Change-2,657 (-9%)
Value$825.6K (-$67.1K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares28,066 from 20,836
Change+7,230 (+35%)
Value$822.6K (+$219.2K)
Filed 2026-10-08
Fulcrum Equity Management
DECREASED
Shares27,984 from 39,412
Change-11,428 (-29%)
Value$820.2K (-$321.2K)
Filed 2026-10-21
Tannin Capital LLC
DECREASED
Shares27,896 from 29,704
Change-1,808 (-6%)
Value$817.6K (-$42.6K)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares27,782 from 32,833
Change-5,051 (-15%)
Value$814.3K (-$136.6K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
INCREASED
Shares27,594 from 23,694
Change+3,900 (+16%)
Value$808.8K (+$122.6K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares27,496 from 27,425
Change+71 (+0%)
Value$805.9K (+$11.7K)
Filed 2026-10-26
KRM Wealth Management L.L.C.
INCREASED
Shares27,288 from 27,213
Change+75 (+0%)
Value$799.8K (+$11.7K)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares27,151 from 27,425
Change-274 (-1%)
Value$795.8K (+$1.6K)
Filed 2026-10-26
Twele Capital Management, Inc.
DECREASED
Shares26,916 from 27,279
Change-363 (-1%)
Value$788.9K (-$1.1K)
Filed 2026-10-13
Townsend Asset Management Corp
INCREASED
Shares26,862 from 26,834
Change+28 (+0%)
Value$787.3K (+$10.2K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
DECREASED
Shares26,594 from 26,648
Change-54 (0%)
Value$779.5K (+$7.7K)
Filed 2026-10-05
Patton Albertson Miller Group, LLC
INCREASED
Shares26,563 from 26,059
Change+504 (+2%)
Value$778.6K (+$23.9K)
Filed 2026-10-26
ADE, LLC
INCREASED
Shares26,513 from 26,502
Change+11 (+0%)
Value$777.1K (+$9.6K)
Filed 2026-10-29
True Blue Financial, LLC
DECREASED
Shares26,481 from 27,801
Change-1,320 (-5%)
Value$776.2K (-$29.0K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
DECREASED
Shares26,286 from 34,389
Change-8,103 (-24%)
Value$770.4K (-$225.5K)
Filed 2026-10-19
Perennial Advisors, LLC
DECREASED
Shares26,270 from 27,350
Change-1,080 (-4%)
Value$770.0K (-$22.1K)
Filed 2026-10-13
R. W. Roge & Company, Inc.
UNCHANGED
Shares25,969 from 25,969
Change0 (0%)
Value$761 (-$751.2K)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares25,968 from 12,984
Change+12,984 (+100%)
Value$761.1K (+$385.1K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares25,819 from 25,944
Change-125 (0%)
Value$756.8K (+$5.4K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares25,359 from 25,519
Change-160 (-1%)
Value$743.3K (+$4.2K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares25,253 from 24,777
Change+476 (+2%)
Value$740.4K (+$22.9K)
Filed 2026-11-05
Shepherd Street Advisors LLC
INCREASED
Shares25,142 from 25,097
Change+45 (+0%)
Value$752.0K (+$20.2K)
Filed 2026-10-21
Scott & Selber, Inc.
DECREASED
Shares25,123 from 25,448
Change-325 (-1%)
Value$736.3K (-$632)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares25,092 from 25,092
Change0 (0%)
Value$735.4K (+$8.8K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
UNCHANGED
Shares25,089 from 25,089
Change0 (0%)
Value$735.4K (+$8.8K)
Filed 2026-10-28
Worth Asset Management, LLC
INCREASED
Shares25,075 from 19,002
Change+6,073 (+32%)
Value$734.9K (+$184.7K)
Filed 2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares25,067 from 25,067
Change0 (0%)
Value$734.7K (+$8.8K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares25,053 from 25,238
Change-185 (-1%)
Value$734.3K (+$3.4K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares25,022 from 25,140
Change-118 (0%)
Value$733.4K (+$5.4K)
Filed 2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares24,835 from 26,829
Change-1,994 (-7%)
Value$727.9K (-$49.1K)
Filed 2026-10-22
Olio Financial Planning
UNCHANGED
Shares24,779 from 24,779
Change0 (0%)
Value$726.3K (+$8.7K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares24,585 from 23,835
Change+750 (+3%)
Value$720.6K (+$30.3K)
Filed 2026-11-04
Lederer & Associates Investment Counsel
INCREASED
Shares24,470 from 20,474
Change+3,996 (+20%)
Value$717 (+$124)
Filed 2026-10-23
Iron Financial LLC
INCREASED
Shares23,426 from 23,421
Change+5 (+0%)
Value$686.6K (+$8.4K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
UNCHANGED
Shares23,412 from 23,412
Change0 (0%)
Value$686.2K (+$8.2K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED
Shares23,250 from 23,250
Change0 (0%)
Value$681.5K (+$8.1K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares23,240 from 23,020
Change+220 (+1%)
Value$681.2K (+$14.5K)
Filed 2026-10-26
GS Investments, Inc.
UNCHANGED
Shares23,220 from 23,220
Change0 (0%)
Value$680.6K (+$8.1K)
Filed 2026-11-05
Abacus Wealth Partners, LLC
DECREASED
Shares23,198 from 23,261
Change-63 (0%)
Value$679.9K (+$6.3K)
Filed 2026-11-03
Curated Wealth Partners LLC
NEW
Shares22,996
Change+22,996
Value$674.0K
Filed 2026-10-15
Summit Asset Management, LLC
INCREASED
Shares22,983 from 22,974
Change+9 (+0%)
Value$673.6K (+$8.3K)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares22,842 from 22,835
Change+7 (+0%)
Value$669.5K (+$8.2K)
Filed 2026-10-16
Integris Wealth Management, LLC
DECREASED
Shares22,591 from 22,828
Change-237 (-1%)
Value$662.1K (+$1.0K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares22,555 from 22,521
Change+34 (+0%)
Value$661.1K (+$8.9K)
Filed 2026-10-15
Black Diamond Financial, LLC
DECREASED
Shares22,457 from 22,994
Change-537 (-2%)
Value$658.2K (-$7.7K)
Filed 2026-10-26
Shuttleworth & Co
INCREASED
Shares22,434 from 21,449
Change+985 (+5%)
Value$657.5K (+$36.4K)
Filed 2026-10-30
Landaas & Co
UNCHANGED
Shares22,280 from 22,280
Change0 (0%)
Value$653.0K (+$7.8K)
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares22,178 from 13,053
Change+9,125 (+70%)
Value$650.0K (+$272.0K)
Filed 2026-10-28
Total Investment Management Inc
INCREASED
Shares22,150 from 22,113
Change+37 (+0%)
Value$649.2K (+$11.3K)
Filed 2026-10-22
Aletheian Wealth Advisors LLC
UNCHANGED
Shares22,072 from 22,072
Change0 (0%)
Value$646.9K (+$7.7K)
Filed 2026-10-08
Everett Harris & Co
INCREASED
Shares22,025 from 20,175
Change+1,850 (+9%)
Value$645.6K (+$61.3K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares21,939 from 15,604
Change+6,335 (+41%)
Value$643.0K (+$191.1K)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares21,916 from 22,758
Change-842 (-4%)
Value$642.3K (-$16.7K)
Filed 2026-10-16
Stone Summit Wealth LLC
DECREASED
Shares21,830 from 21,859
Change-29 (0%)
Value$639.8K (+$6.8K)
Filed 2026-10-14
Bennett Selby Investments LP
UNCHANGED
Shares21,779 from 21,779
Change0 (0%)
Value$638.4K (+$7.6K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
INCREASED
Shares21,674 from 21,625
Change+49 (+0%)
Value$635.3K (+$9.0K)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares21,450 from 21,450
Change0 (0%)
Value$628.7K (+$7.5K)
Filed 2026-10-28
Aquire Wealth Advisors, LLC
DECREASED
Shares21,310 from 23,143
Change-1,833 (-8%)
Value$624.6K (-$45.6K)
Filed 2026-10-23
Traynor Capital Management, Inc.
INCREASED
Shares21,211 from 20,955
Change+256 (+1%)
Value$621.7K (+$14.8K)
Filed 2026-10-29
Shira Ridge Wealth Management
UNCHANGED
Shares21,114 from 21,114
Change0 (0%)
Value$618.9K (+$7.4K)
Filed 2026-10-09
Layline Advisors, LLC
UNCHANGED
Shares21,007 from 21,007
Change0 (0%)
Value$615.7K (+$7.4K)
Filed 2026-11-02
Solutions 4 Wealth, Ltd
INCREASED
Shares20,984 from 20,894
Change+90 (+0%)
Value$615.0K (+$10.0K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares20,500 from 22,249
Change-1,749 (-8%)
Value$600.9K (-$43.5K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares20,500 from 20,500
Change0 (0%)
Value$600.9K (+$7.2K)
Filed 2026-10-06
Denver PWM, LLC
INCREASED
Shares20,415 from 20,364
Change+51 (+0%)
Value$598.4K (-$13.6K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED
Shares20,413 from 20,401
Change+12 (+0%)
Value$598.3K (+$7.5K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares20,400 from 23,412
Change-3,012 (-13%)
Value$597.9K (-$80.1K)
Filed 2026-11-05
Cdkv Holdings LLC
INCREASED
Shares20,396 from 20,391
Change+5 (+0%)
Value$597.8K (+$7.3K)
Filed 2026-10-28
Fiduciary Alliance LLC
INCREASED
Shares20,129 from 15,325
Change+4,804 (+31%)
Value$590.0K (+$146.2K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares20,107 from 20,052
Change+55 (+0%)
Value$589.3K (+$8.6K)
Filed 2026-10-29
TrustWell Financial Advisors, LLC
INCREASED
Shares20,040 from 19,868
Change+172 (+1%)
Value$587.4K (+$12.0K)
Filed 2026-10-15
Clay Northam Wealth Management, LLC
DECREASED
Shares19,986 from 20,916
Change-930 (-4%)
Value$585.8K (-$19.9K)
Filed 2026-10-13
Wernau Asset Management Inc.
UNCHANGED
Shares19,554 from 19,554
Change0 (0%)
Value$573.1K (+$6.8K)
Filed 2026-10-19
Opulen Financial Group LLC
INCREASED
Shares19,497 from 18,203
Change+1,294 (+7%)
Value$571.5K (+$44.3K)
Filed 2026-10-22
Blankinship & Foster, LLC
DECREASED
Shares19,398 from 20,581
Change-1,183 (-6%)
Value$568.6K (-$27.5K)
Filed 2026-10-19
Evergreen Capital Management LLC
UNCHANGED
Shares19,327 from 19,327
Change0 (0%)
Value$566.5K (+$6.8K)
Filed 2026-10-23
Smithbridge Asset Management Inc
UNCHANGED
Shares19,237 from 19,237
Change0 (0%)
Value$563.8K (+$6.7K)
Filed 2026-10-19
Trust Point Inc.
UNCHANGED
Shares18,962 from 18,962
Change0 (0%)
Value$555.8K (+$6.6K)
Filed 2026-10-27
Continuum Wealth Advisors, LLC
DECREASED
Shares18,961 from 40,151
Change-21,190 (-53%)
Value$555.7K (-$607.0K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares18,954 from 16,740
Change+2,214 (+13%)
Value$555.5K (+$70.8K)
Filed 2026-11-02
Aull & Monroe Investment Management Corp
DECREASED
Shares18,926 from 19,739
Change-813 (-4%)
Value$554.7K (-$16.9K)
Filed 2026-10-16
Clarity Capital Advisors, LLC
INCREASED
Shares18,921 from 18,897
Change+24 (+0%)
Value$554.6K (+$7.3K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED
Shares18,865 from 18,746
Change+119 (+1%)
Value$552.9K (+$10.0K)
Filed 2026-11-03
Balefire, LLC
UNCHANGED
Shares18,840 from 18,840
Change0 (0%)
Value$552.2K (+$6.6K)
Filed 2026-10-09
Harbor Asset Planning, Inc.
DECREASED
Shares18,826 from 19,454
Change-628 (-3%)
Value$551.8K (-$11.6K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares18,742 from 18,775
Change-33 (0%)
Value$549.3K (+$5.6K)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
INCREASED
Shares18,655 from 18,244
Change+411 (+2%)
Value$552.4K (+$24.0K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares18,608 from 18,608
Change0 (0%)
Value$545.4K (+$6.5K)
Filed 2026-11-04
Your Advocates Ltd., LLP
INCREASED
Shares18,529 from 18,482
Change+47 (+0%)
Value$543.1K (+$7.8K)
Filed 2026-11-03
71 West Capital Partners
DECREASED
Shares18,417 from 19,185
Change-768 (-4%)
Value$539.8K (-$15.8K)
Filed 2026-11-04
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares18,391 from 18,391
Change0 (0%)
Value$539.0K (+$6.4K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED
Shares18,358 from 17,358
Change+1,000 (+6%)
Value$538.1K (+$6.4K)
Filed 2026-11-02
Shepherd Financial Partners LLC
INCREASED
Shares18,197 from 18,148
Change+49 (+0%)
Value$533.4K (+$7.8K)
Filed 2026-11-03
Hardin Capital Partners, LLC
DECREASED
Shares18,188 from 18,521
Change-333 (-2%)
Value$533.1K (-$4.0K)
Filed 2026-10-09
Sage Rhino Capital LLC
INCREASED
Shares18,112 from 18,071
Change+41 (+0%)
Value$530.9K (+$7.5K)
Filed 2026-10-28
Old North State Wealth Management, LLC
INCREASED
Shares17,937 from 17,893
Change+44 (+0%)
Value$525.8K (+$7.5K)
Filed 2026-10-22
Garde Capital, Inc.
INCREASED
Shares17,869 from 17,776
Change+93 (+1%)
Value$523.7K (+$9.0K)
Filed 2026-10-29
Portland Financial Advisors Inc
INCREASED
Shares17,851 from 10,046
Change+7,805 (+78%)
Value$523.2K (+$232.3K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
DECREASED
Shares17,769 from 18,071
Change-302 (-2%)
Value$520.8K (-$2.5K)
Filed 2026-10-19
Sage Financial Group Inc
DECREASED
Shares17,735 from 17,828
Change-93 (-1%)
Value$519.8K (+$3.5K)
Filed 2026-10-27
Parsons Capital Management Inc
NEW
Shares17,612
Change+17,612
Value$516.2K
Filed 2026-10-28
Jeppson Wealth Management, LLC
INCREASED
Shares17,368 from 17,360
Change+8 (+0%)
Value$509.1K (+$6.3K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares17,338 from 17,298
Change+40 (+0%)
Value$508.2K (+$7.2K)
Filed 2026-10-14
Weatherly Asset Management L. P.
UNCHANGED
Shares17,275 from 17,275
Change0 (0%)
Value$506.3K (+$6.0K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares17,152 from 17,129
Change+23 (+0%)
Value$502.7K (+$6.7K)
Filed 2026-10-09
Members Wealth LLC
UNCHANGED
Shares17,051 from 17,051
Change0 (0%)
Value$509.0K (+$15.2K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares16,907 from 16,907
Change0 (0%)
Value$495.5K (+$5.9K)
Filed 2026-10-20
Wavvest Wealth LLC
NEW
Shares16,895
Change+16,895
Value$495.2K
Filed 2026-10-21
Klingman & Associates, LLC
UNCHANGED
Shares16,862 from 16,862
Change0 (0%)
Value$494.2K (+$5.9K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares16,840 from 16,805
Change+35 (+0%)
Value$493.6K (+$6.9K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares16,823
Change+16,823
Value$493.1K
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares16,799 from 12,848
Change+3,951 (+31%)
Value$492.4K (+$120.3K)
Filed 2026-10-29
United Asset Strategies, Inc.
UNCHANGED
Shares16,737 from 16,737
Change0 (0%)
Value$490.6K (+$5.9K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares16,649 from 16,642
Change+7 (+0%)
Value$488.0K (+$6.0K)
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares16,563 from 16,563
Change0 (0%)
Value$485.5K (+$5.8K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares16,526 from 16,225
Change+301 (+2%)
Value$493.3K (+$19.9K)
Filed 2026-10-20
West Financial Advisors, LLC
DECREASED
Shares16,492 from 16,681
Change-189 (-1%)
Value$483.4K (+$285)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares16,412 from 7,151
Change+9,261 (+130%)
Value$481.0K (+$273.9K)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares16,398 from 16,398
Change0 (0%)
Value$480.6K (+$5.7K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares16,390 from 16,608
Change-218 (-1%)
Value$480.4K (-$577)
Filed 2026-10-07
Cornerstone Planning Group LLC
DECREASED
Shares16,316 from 16,662
Change-346 (-2%)
Value$488.0K (+$6.6K)
Filed 2026-10-16
Verum Partners LLC
INCREASED
Shares16,015 from 16,002
Change+13 (+0%)
Value$469.4K (+$6.0K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED
Shares15,879 from 15,879
Change0 (0%)
Value$465.4K (+$5.6K)
Filed 2026-10-21
Live Oak Investment Partners
UNCHANGED
Shares15,828 from 15,828
Change0 (0%)
Value$463.9K (+$5.5K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares15,740 from 15,239
Change+501 (+3%)
Value$461.3K (+$20.0K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares15,646 from 14,030
Change+1,616 (+12%)
Value$458.6K (+$52.3K)
Filed 2026-10-13
Balentine LLC
INCREASED
Shares15,468 from 15,426
Change+42 (+0%)
Value$453.4K (+$6.6K)
Filed 2026-11-03
Bill Few Associates, Inc.
UNCHANGED
Shares15,426 from 15,426
Change0 (0%)
Value$452.1K (+$5.4K)
Filed 2026-10-09
Trust Co of Toledo NA
UNCHANGED
Shares15,411 from 15,411
Change0 (0%)
Value$451.7K (+$5.4K)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares15,376 from 15,083
Change+293 (+2%)
Value$450.7K (+$13.8K)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares15,355 from 15,352
Change+3 (+0%)
Value$450.1K (+$5.5K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares15,330 from 15,440
Change-110 (-1%)
Value$449.3K (+$2.2K)
Filed 2026-10-08
Clarity Wealth Advisors, LLC
DECREASED
Shares15,324 from 17,549
Change-2,225 (-13%)
Value$449.2K (-$59.1K)
Filed 2026-10-21
Glenview Trust Co
INCREASED
Shares15,260 from 15,235
Change+25 (+0%)
Value$447.3K (+$6.1K)
Filed 2026-10-28
Cooke Wealth Management, LLC
DECREASED
Shares15,187 from 15,247
Change-60 (0%)
Value$445.1K (+$3.6K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares15,072 from 13,959
Change+1,113 (+8%)
Value$441.8K (+$37.5K)
Filed 2026-10-20
Able Wealth Management LLC
DECREASED
Shares15,052 from 15,190
Change-138 (-1%)
Value$448.7K (+$8.8K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares15,019 from 19,306
Change-4,287 (-22%)
Value$440.2K (-$118.9K)
Filed 2026-10-15
Culbertson A N & Co Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$439.7K (+$5.3K)
Filed 2026-10-21
Winthrop Capital Management, LLC
INCREASED
Shares14,982 from 14,963
Change+19 (+0%)
Value$439.1K (+$6.1K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares14,873
Change+14,873
Value$435.9K
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares14,758 from 14,690
Change+68 (+0%)
Value$432.6K (+$7.1K)
Filed 2026-10-20
Journey Advisory Group, LLC
DECREASED
Shares14,555 from 14,630
Change-75 (-1%)
Value$426.6K (+$2.9K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
NEW
Shares14,535
Change+14,535
Value$426.0K
Filed 2026-10-05
Parkside Financial Bank & Trust
DECREASED
Shares14,488 from 14,640
Change-152 (-1%)
Value$424.6K (+$668)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares14,461
Change+14,461
Value$419
Filed 2026-11-03
United Advisor Group, LLC
NEW
Shares14,428
Change+14,428
Value$422.9K
Filed 2026-11-03
North Berkeley Wealth Management, LLC
UNCHANGED
Shares14,382 from 14,382
Change0 (0%)
Value$421.5K (+$5.0K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares14,287 from 14,248
Change+39 (+0%)
Value$418.8K (+$6.1K)
Filed 2026-10-02
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares14,280 from 14,280
Change0 (0%)
Value$418.5K (+$5.0K)
Filed 2026-10-15
Roberts Wealth Advisors, LLC
DECREASED
Shares14,240 from 14,317
Change-77 (-1%)
Value$417.4K (+$2.8K)
Filed 2026-10-14
Gainplan LLC
UNCHANGED
Shares14,226 from 14,226
Change0 (0%)
Value$417.0K (+$5.0K)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares14,209
Change+14,209
Value$411.5K
Filed 2026-10-29
Align Financial, LLC
UNCHANGED
Shares14,030 from 14,030
Change0 (0%)
Value$411.2K (+$4.9K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
NEW
Shares14,008
Change+14,008
Value$410.6K
Filed 2026-10-14
Tranquility Partners, LLC
DECREASED
Shares13,964 from 13,997
Change-33 (0%)
Value$409.3K (+$3.9K)
Filed 2026-10-20
LifeSteps Financial, Inc.
DECREASED
Shares13,950 from 14,200
Change-250 (-2%)
Value$408.9K (-$2.4K)
Filed 2026-10-15
First Growth Capital LLC
UNCHANGED
Shares13,950 from 13,950
Change0 (0%)
Value$408.9K (+$4.9K)
Filed 2026-10-15
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares13,864 from 13,864
Change0 (0%)
Value$406.4K (+$4.9K)
Filed 2026-10-09
ZynergyRetirementPlanningLLC
UNCHANGED
Shares13,781 from 13,781
Change0 (0%)
Value$403.9K (+$4.8K)
Filed 2026-10-08
John W. Brooker & Co., CPAs
DECREASED
Shares13,707 from 15,301
Change-1,594 (-10%)
Value$401.8K (-$41.3K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares13,651 from 13,851
Change-200 (-1%)
Value$400.0K (-$1.0K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED
Shares13,614 from 13,614
Change0 (0%)
Value$399.0K (+$4.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares13,600 from 57,147
Change-43,547 (-76%)
Value$398.6K (-$1.3M)
Filed 2026-10-08
Quarry Hill Advisors, LLC
NEW
Shares13,592
Change+13,592
Value$398.4K
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares13,414 from 12,672
Change+742 (+6%)
Value$393.2K (+$26.2K)
Filed 2026-10-20
Washburn Capital Management, Inc.
DECREASED
Shares13,366 from 13,396
Change-30 (0%)
Value$391.8K (+$3.8K)
Filed 2026-10-19
Gibson Capital, LLC
DECREASED
Shares13,317 from 16,929
Change-3,612 (-21%)
Value$390.3K (-$99.9K)
Filed 2026-10-23
Advisortrust Partners, LLC
DECREASED
Shares13,205 from 23,833
Change-10,628 (-45%)
Value$387.1K (-$303.2K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares13,196 from 10,176
Change+3,020 (+30%)
Value$386.8K (+$92.1K)
Filed 2026-10-22
Index Fund Advisors, Inc.
INCREASED
Shares13,177 from 13,147
Change+30 (+0%)
Value$386.2K (+$5.5K)
Filed 2026-11-05
JBGlobal.com LLC
UNCHANGED
Shares13,148 from 13,148
Change0 (0%)
Value$385.4K (+$4.6K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares13,130 from 11,868
Change+1,262 (+11%)
Value$384.8K (+$41.1K)
Filed 2026-10-07
Silver Lake Advisory, LLC
INCREASED
Shares13,085 from 13,057
Change+28 (+0%)
Value$383.5K (+$5.4K)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
UNCHANGED
Shares12,993 from 12,993
Change0 (0%)
Value$380.8K (+$4.5K)
Filed 2026-10-05
Pinion Investment Advisors, LLC
DECREASED
Shares12,939 from 13,067
Change-128 (-1%)
Value$379.2K (+$823)
Filed 2026-11-04
Plancorp, LLC
DECREASED
Shares12,846 from 37,618
Change-24,772 (-66%)
Value$373.4K (-$716.0K)
Filed 2026-11-03
Atlatl Advisers LLC
UNCHANGED
Shares12,765 from 12,765
Change0 (0%)
Value$374.1K (+$4.5K)
Filed 2026-10-22
New Perspectives, Inc
UNCHANGED
Shares12,689 from 12,689
Change0 (0%)
Value$371.9K (+$4.4K)
Filed 2026-10-14
Jacobs & Co
UNCHANGED
Shares12,669 from 12,669
Change0 (0%)
Value$371 (+$5)
Filed 2026-10-09
Cornerstone Enterprises, LLC
DECREASED
Shares12,426 from 12,428
Change-2 (0%)
Value$364.2K (+$4.3K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares12,371 from 12,352
Change+19 (+0%)
Value$362.6K (+$4.9K)
Filed 2026-10-13
BostonPremier Wealth LLC
INCREASED
Shares12,352 from 12,319
Change+33 (+0%)
Value$362.0K (+$5.3K)
Filed 2026-10-16
Noesis Capital Mangement Corp
INCREASED
Shares12,308 from 10,424
Change+1,884 (+18%)
Value$360.8K (+$58.9K)
Filed 2026-10-26
Briggs Wealth Management, Inc
DECREASED
Shares12,286 from 12,313
Change-27 (0%)
Value$360.1K (+$3.5K)
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$356.8K (+$4.3K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
DECREASED
Shares12,048 from 13,927
Change-1,879 (-13%)
Value$353.1K (-$50.2K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$351.7K (+$4.2K)
Filed 2026-10-21
Squire Investment Management Company, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$351.7K (+$4.2K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED
Shares11,963 from 12,087
Change-124 (-1%)
Value$350.6K (+$596)
Filed 2026-10-21
Echo45 Advisors LLC
UNCHANGED
Shares11,942 from 11,942
Change0 (0%)
Value$350.0K (+$4.2K)
Filed 2026-10-07
TCI Wealth Advisors, Inc.
NEW
Shares11,887
Change+11,887
Value$348.4K
Filed 2026-10-30
Arista Wealth Management, LLC
UNCHANGED
Shares11,856 from 11,856
Change0 (0%)
Value$347.5K (+$4.1K)
Filed 2026-10-29
Michels Family Financial, LLC
INCREASED
Shares11,760 from 11,731
Change+29 (+0%)
Value$344.7K (+$5.0K)
Filed 2026-11-02
FinArc Investments, Inc.
UNCHANGED
Shares11,727 from 11,727
Change0 (0%)
Value$343.7K (+$4.1K)
Filed 2026-10-14
Stevens Capital Partners
NEW
Shares11,662
Change+11,662
Value$341.8K
Filed 2026-10-29
WealthBridge Capital Management, LLC
DECREASED
Shares11,618 from 12,605
Change-987 (-8%)
Value$340.5K (-$24.5K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares11,617 from 11,597
Change+20 (+0%)
Value$340.5K (+$4.7K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
NEW
Shares11,538
Change+11,538
Value$338.2K
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares11,468 from 11,468
Change0 (0%)
Value$336.1K (+$4.0K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
NEW
Shares11,314
Change+11,314
Value$331.6K
Filed 2026-11-02
Rockwood Wealth Management, LLC
DECREASED
Shares11,286 from 12,149
Change-863 (-7%)
Value$330.8K (-$21.0K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
DECREASED
Shares11,205 from 13,771
Change-2,566 (-19%)
Value$335.1K (-$63.7K)
Filed 2026-10-13
Vigilare Wealth Management
UNCHANGED
Shares11,130 from 11,130
Change0 (0%)
Value$326.2K (+$3.9K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
DECREASED
Shares11,070 from 11,353
Change-283 (-2%)
Value$324 (-$328.7K)
Filed 2026-10-20
Financial Insights, Inc.
UNCHANGED
Shares10,995 from 10,995
Change0 (0%)
Value$322.3K (+$3.8K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares10,931 from 11,087
Change-156 (-1%)
Value$320 (-$320.7K)
Filed 2026-10-22
Pflug Koory, LLC
DECREASED
Shares10,931 from 10,958
Change-27 (0%)
Value$320.4K (+$3.1K)
Filed 2026-10-26
Midwest Trust Co
DECREASED
Shares10,927 from 11,027
Change-100 (-1%)
Value$320.3K (+$928)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
DECREASED
Shares10,802 from 10,816
Change-14 (0%)
Value$316.6K (+$3.4K)
Filed 2026-10-13
Clear Trail Advisors, LLC
INCREASED
Shares10,771 from 10,741
Change+30 (+0%)
Value$315.7K (+$4.6K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$315.1K (+$3.8K)
Filed 2026-10-13
Rossby Financial, LCC
UNCHANGED
Shares10,737 from 10,737
Change0 (0%)
Value$314.7K (+$3.8K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares10,653 from 15,445
Change-4,792 (-31%)
Value$312.2K (-$135.0K)
Filed 2026-10-16
Helium Advisors LLC
INCREASED
Shares10,643 from 10,632
Change+11 (+0%)
Value$312.0K (+$4.1K)
Filed 2026-10-23
Sentinel Pension Advisors, LLC
UNCHANGED
Shares10,628 from 10,628
Change0 (0%)
Value$311.5K (+$6.0K)
Filed 2026-11-02
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares10,590 from 10,590
Change0 (0%)
Value$310.1K (+$3.4K)
Filed 2026-10-22
Grandfield & Dodd, LLC
DECREASED
Shares10,539 from 11,239
Change-700 (-6%)
Value$308.9K (-$16.6K)
Filed 2026-10-29
DB Fitzpatrick & Co, Inc
INCREASED
Shares10,525 from 10,344
Change+181 (+2%)
Value$308.5K (+$8.9K)
Filed 2026-10-19
Councilmark Asset Management, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$307.8K (+$3.7K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares10,474 from 10,434
Change+40 (+0%)
Value$307.0K (+$4.9K)
Filed 2026-10-08
Occidental Asset Management, LLC
INCREASED
Shares10,464 from 10,060
Change+404 (+4%)
Value$306.7K (+$15.4K)
Filed 2026-11-05
Americana Partners, LLC
INCREASED
Shares10,429 from 10,408
Change+21 (+0%)
Value$305.7K (+$4.2K)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares10,381 from 8,707
Change+1,674 (+19%)
Value$304.3K (+$52.1K)
Filed 2026-10-26
Patten Group, Inc.
INCREASED
Shares10,350 from 10,346
Change+4 (+0%)
Value$303.3K (+$3.7K)
Filed 2026-10-26
Red Mountain Financial, LLC
DECREASED
Shares10,316 from 12,508
Change-2,192 (-18%)
Value$302.3K (-$59.9K)
Filed 2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED
Shares10,313 from 10,285
Change+28 (+0%)
Value$302.3K (+$4.4K)
Filed 2026-10-14
PUREfi Wealth, LLC
UNCHANGED
Shares10,257 from 10,257
Change0 (0%)
Value$300.6K (+$3.6K)
Filed 2026-10-19
Telos Capital Management, Inc.
UNCHANGED
Shares10,234 from 10,234
Change0 (0%)
Value$300.0K (+$3.6K)
Filed 2026-11-02
Florida Trust Wealth Management Co
UNCHANGED
Shares10,230 from 10,230
Change0 (0%)
Value$299.8K (+$3.6K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares10,189 from 10,178
Change+11 (+0%)
Value$298.6K (+$3.9K)
Filed 2026-10-30
Level Wealth Management LLC
DECREASED
Shares10,178 from 10,381
Change-203 (-2%)
Value$298.3K (-$2.3K)
Filed 2026-10-23
Prairiewood Capital, LLC
DECREASED
Shares10,170 from 11,591
Change-1,421 (-12%)
Value$298.1K (-$37.6K)
Filed 2026-10-16
Wealth Management Nebraska
INCREASED
Shares10,127 from 10,100
Change+27 (+0%)
Value$296.8K (+$4.3K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares10,121 from 10,093
Change+28 (+0%)
Value$296.7K (+$4.3K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares10,062 from 18,051
Change-7,989 (-44%)
Value$294.9K (-$227.8K)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares9,981 from 7,910
Change+2,071 (+26%)
Value$292.5K (+$63.5K)
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares9,966 from 9,950
Change+16 (+0%)
Value$292.1K (+$4.0K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED
Shares9,889 from 9,863
Change+26 (+0%)
Value$289.9K (+$4.2K)
Filed 2026-10-16
Johnson Bixby & Associates, LLC
INCREASED
Shares9,836 from 9,726
Change+110 (+1%)
Value$288.3K (+$6.6K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
INCREASED
Shares9,779 from 9,752
Change+27 (+0%)
Value$286.6K (+$4.2K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
UNCHANGED
Shares9,703 from 9,703
Change0 (0%)
Value$284.4K (+$3.4K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares9,662 from 9,656
Change+6 (+0%)
Value$283.2K (+$7.4K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED
Shares9,622 from 9,621
Change+1 (+0%)
Value$282.0K (+$3.4K)
Filed 2026-11-03
Obermeyer Wealth Partners
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$281.4K (+$3.4K)
Filed 2026-10-21
Red Spruce Capital, LLC
UNCHANGED
Shares9,507 from 9,507
Change0 (0%)
Value$278.7K (+$3.3K)
Filed 2026-10-07
BetterWealth, LLC
UNCHANGED
Shares9,469 from 9,469
Change0 (0%)
Value$277.5K (+$3.3K)
Filed 2026-10-15
Associated Banc-Corp
INCREASED
Shares9,432 from 7,200
Change+2,232 (+31%)
Value$276.5K (+$67.9K)
Filed 2026-10-30
ACT Wealth Management, LLC
INCREASED
Shares9,431 from 9,196
Change+235 (+3%)
Value$276.4K (+$10.1K)
Filed 2026-10-09
Poehling Capital Management, Inc.
NEW
Shares9,422
Change+9,422
Value$276.1K
Filed 2026-10-20
Burney Co/
INCREASED
Shares9,408 from 7,836
Change+1,572 (+20%)
Value$275.7K (+$48.8K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED
Shares9,395 from 9,230
Change+165 (+2%)
Value$275.4K (+$8.1K)
Filed 2026-10-27
MBE Wealth Management, LLC
NEW
Shares9,386
Change+9,386
Value$275.1K
Filed 2026-10-26
Stirlingshire Investments, Inc.
INCREASED
Shares9,384 from 8,752
Change+632 (+7%)
Value$275.0K (+$21.6K)
Filed 2026-11-05
Glaxis Capital Management, LLC
UNCHANGED
Shares9,371 from 9,371
Change0 (0%)
Value$274.7K (+$3.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares9,348 from 9,557
Change-209 (-2%)
Value$280.2K (+$3.4K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
INCREASED
Shares9,336 from 8,975
Change+361 (+4%)
Value$273.6K (+$13.7K)
Filed 2026-11-05
Wedgewood Investors Inc
UNCHANGED
Shares9,333 from 9,333
Change0 (0%)
Value$273.6K (+$3.3K)
Filed 2026-10-28
Gateway Investment Advisers LLC
NEW
Shares9,230
Change+9,230
Value$270.5K
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares9,104 from 15,294
Change-6,190 (-40%)
Value$266.8K (-$176.1K)
Filed 2026-10-15
Hartline Investment Corp/
DECREASED
Shares9,091 from 13,582
Change-4,491 (-33%)
Value$266.5K (-$126.9K)
Filed 2026-10-29
Third View Private Wealth, LLC
INCREASED
Shares9,076 from 8,970
Change+106 (+1%)
Value$266.0K (+$6.3K)
Filed 2026-10-30
Ifrah Financial Services, Inc.
DECREASED
Shares8,993 from 11,043
Change-2,050 (-19%)
Value$263.6K (-$56.2K)
Filed 2026-10-13
Riverwater Partners LLC
UNCHANGED
Shares8,961 from 8,961
Change0 (0%)
Value$262.6K (+$3.1K)
Filed 2026-11-03
Aurora Investment Managers, Llc.
INCREASED
Shares8,933 from 8,918
Change+15 (+0%)
Value$262 (+$4)
Filed 2026-10-15
Svrn Asset Management, LLC
UNCHANGED
Shares8,844 from 8,844
Change0 (0%)
Value$259.2K (+$3.1K)
Filed 2026-11-02
Randolph Co Inc
UNCHANGED
Shares8,813 from 8,813
Change0 (0%)
Value$258.3K (+$3.1K)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares8,804 from 8,967
Change-163 (-2%)
Value$258.0K (-$1.6K)
Filed 2026-10-14
Richard Young Associates, Ltd.
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$257.0K (+$3.1K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares8,766 from 8,766
Change0 (0%)
Value$256.9K (+$3.1K)
Filed 2026-10-26
Paulson Wealth Management Inc.
DECREASED
Shares8,741 from 11,357
Change-2,616 (-23%)
Value$256.2K (-$72.7K)
Filed 2026-11-02
Decker Wealth Management LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$255.0K (+$3.0K)
Filed 2026-10-09
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares8,688 from 8,688
Change0 (0%)
Value$254.6K (+$3.0K)
Filed 2026-11-04
Sensible Money, LLC
INCREASED
Shares8,647 from 8,641
Change+6 (+0%)
Value$253.5K (+$3.2K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares8,615
Change+8,615
Value$252.5K
Filed 2026-10-21
CWS Financial Advisors, LLC
UNCHANGED
Shares8,580 from 8,580
Change0 (0%)
Value$251.5K (+$3.0K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares8,525 from 8,501
Change+24 (+0%)
Value$249.9K (+$3.7K)
Filed 2026-10-29
Balboa Wealth Partners
DECREASED
Shares8,524 from 8,610
Change-86 (-1%)
Value$249.8K (+$493)
Filed 2026-10-20
Nordwand Advisors, LLC
DECREASED
Shares8,500 from 10,200
Change-1,700 (-17%)
Value$249.1K (-$46.3K)
Filed 2026-11-05
Wealth Preservation Advisors, LLC
NEW
Shares8,488
Change+8,488
Value$248.8K
Filed 2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED
Shares8,481 from 8,481
Change0 (0%)
Value$248.6K (+$3.0K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares8,480 from 8,357
Change+123 (+1%)
Value$248.6K (+$6.5K)
Filed 2026-10-19
Armor Investment Advisors, LLC
UNCHANGED
Shares8,447 from 8,447
Change0 (0%)
Value$247.6K (+$3.0K)
Filed 2026-10-27
Bucket List Wealth Management, LLC
INCREASED
Shares8,433 from 8,410
Change+23 (+0%)
Value$247.2K (+$3.6K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares8,370
Change+8,370
Value$245.3K
Filed 2026-10-30
Valtinson Bruner Financial Planning LLC
INCREASED
Shares8,364 from 8,341
Change+23 (+0%)
Value$245.1K (+$3.6K)
Filed 2026-11-02
Sherman Wealth Management LLC
DECREASED
Shares8,320 from 8,844
Change-524 (-6%)
Value$243.9K (-$12.3K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
DECREASED
Shares8,288 from 8,633
Change-345 (-4%)
Value$242.9K (-$7.1K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares8,287 from 8,356
Change-69 (-1%)
Value$242.9K (+$910)
Filed 2026-11-04
Fiduciary Advisors, Inc.
INCREASED
Shares8,226 from 8,203
Change+23 (+0%)
Value$241.1K (+$3.5K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares8,220 from 7,302
Change+918 (+13%)
Value$240.9K (+$29.5K)
Filed 2026-11-04
Parkway Wealth Management Group, LLC
UNCHANGED
Shares8,172 from 8,172
Change0 (0%)
Value$239.5K (+$2.9K)
Filed 2026-10-20
RMR Capital Management, LLC
UNCHANGED
Shares8,088 from 8,088
Change0 (0%)
Value$237.1K (+$2.8K)
Filed 2026-10-23
Gen-Wealth Partners Inc
NEW
Shares8,060
Change+8,060
Value$236.2K
Filed 2026-11-04
Lyell Wealth Management, LP
UNCHANGED
Shares8,057 from 8,057
Change0 (0%)
Value$236.2K (+$2.8K)
Filed 2026-10-30
Crescent Sterling, Ltd.
INCREASED
Shares7,985 from 7,426
Change+559 (+8%)
Value$234.0K (+$19.0K)
Filed 2026-10-16
Virtue Capital Management, LLC
DECREASED
Shares7,955 from 8,090
Change-135 (-2%)
Value$233.2K (-$1.1K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares7,937 from 7,896
Change+41 (+1%)
Value$232.6K (+$4.0K)
Filed 2026-10-29
Sims Investment Management, LLC
DECREASED
Shares7,892 from 7,894
Change-2 (0%)
Value$231.3K (+$2.7K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED
Shares7,865 from 7,865
Change0 (0%)
Value$230.5K (+$2.8K)
Filed 2026-10-26
Old Second National Bank of Aurora
UNCHANGED
Shares7,849 from 7,849
Change0 (0%)
Value$230.1K (+$2.7K)
Filed 2026-10-22
Sherry Group, Inc.
UNCHANGED
Shares7,848 from 7,848
Change0 (0%)
Value$230.0K (+$4.6K)
Filed 2026-10-09
Ted Buchan & Co
DECREASED
Shares7,836 from 7,900
Change-64 (-1%)
Value$229.7K (+$889)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$228.6K (+$2.7K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares7,780 from 9,005
Change-1,225 (-14%)
Value$228.0K (-$32.8K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares7,746 from 7,397
Change+349 (+5%)
Value$227.0K (+$12.8K)
Filed 2026-10-29
Robinswood Financial LLC
DECREASED
Shares7,729 from 7,928
Change-199 (-3%)
Value$227.2K (-$2.4K)
Filed 2026-10-20
Frankly Finances, LLC
UNCHANGED
Shares7,686 from 7,686
Change0 (0%)
Value$225.3K (+$2.7K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
INCREASED
Shares7,658 from 7,644
Change+14 (+0%)
Value$224.5K (+$3.1K)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED
Shares7,646 from 7,310
Change+336 (+5%)
Value$224.1K (+$12.4K)
Filed 2026-10-22
White Pine Investment Co
DECREASED
Shares7,567 from 7,667
Change-100 (-1%)
Value$222 (-$221.8K)
Filed 2026-10-15
Certified Advisory Corp
INCREASED
Shares7,518 from 7,511
Change+7 (+0%)
Value$220.4K (+$2.8K)
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares7,505 from 7,505
Change0 (0%)
Value$220.0K (+$2.6K)
Filed 2026-11-03
Parrish Capital LLC
INCREASED
Shares7,503 from 7,041
Change+462 (+7%)
Value$219.9K (+$16.0K)
Filed 2026-10-01
marrick wealth, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$219.8K (+$2.6K)
Filed 2026-10-20
Warwick Investment Management, Inc.
NEW
Shares7,391
Change+7,391
Value$216.6K
Filed 2026-10-19
Bokf, NA
UNCHANGED
Shares7,368 from 7,368
Change0 (0%)
Value$216.0K (+$2.6K)
Filed 2026-10-27
Sowell Financial Services LLC
NEW
Shares7,343
Change+7,343
Value$215.2K
Filed 2026-10-23
Vaughan David Investments LLC
NEW
Shares7,341
Change+7,341
Value$215
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares7,314 from 7,294
Change+20 (+0%)
Value$214.4K (+$3.1K)
Filed 2026-11-03
CMG Global Holdings, LLC
NEW
Shares7,300
Change+7,300
Value$214.0K
Filed 2026-10-14
Prospera Capital Management, LLC
UNCHANGED
Shares7,294 from 7,294
Change0 (0%)
Value$213.8K (+$1.6K)
Filed 2026-10-19
Greenhouse Wealth Management, LLC
NEW
Shares7,276
Change+7,276
Value$213.3K
Filed 2026-10-20
Friedenthal Financial
UNCHANGED
Shares7,258 from 7,258
Change0 (0%)
Value$212.7K (+$2.5K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
UNCHANGED
Shares7,218 from 7,218
Change0 (0%)
Value$211.5K (+$2.5K)
Filed 2026-10-27
Maltin Wealth Management, Inc.
INCREASED
Shares7,193 from 7,178
Change+15 (+0%)
Value$210.8K (+$2.9K)
Filed 2026-10-13
Pacific Center for Financial Services
INCREASED
Shares7,128 from 7,075
Change+53 (+1%)
Value$208.9K (+$4.0K)
Filed 2026-10-15
Meridian Financial Advisors, LLC
NEW
Shares7,061
Change+7,061
Value$207.0K
Filed 2026-10-14
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$205.8K (+$2.5K)
Filed 2026-10-29
Westover Capital Advisors, LLC
INCREASED
Shares7,014 from 7,000
Change+14 (+0%)
Value$205.6K (+$2.9K)
Filed 2026-10-26
Richard P Slaughter Associates Inc
DECREASED
Shares6,996 from 7,266
Change-270 (-4%)
Value$205.1K (-$5.4K)
Filed 2026-10-13
Targeted Financial Services LLC
INCREASED
Shares6,973 from 6,953
Change+20 (+0%)
Value$204.4K (+$3.0K)
Filed 2026-10-19
Mirador Capital Partners LP
NEW
Shares6,968
Change+6,968
Value$204.2K
Filed 2026-10-09
Ashton Thomas Securities, LLC
UNCHANGED
Shares6,882 from 6,882
Change0 (0%)
Value$201.7K (+$2.4K)
Filed 2026-10-26
Busey Bank
NEW
Shares6,876
Change+6,876
Value$201.5K
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares6,868 from 6,868
Change0 (0%)
Value$201.3K (+$2.4K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares6,839 from 18,945
Change-12,106 (-64%)
Value$200.5K (-$348.2K)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares6,630 from 6,690
Change-60 (-1%)
Value$194.3K (+$583)
Filed 2026-10-08
Wealth Analytics Partners, LLC
NEW
Shares6,504
Change+6,504
Value$190.6K
Filed 2026-10-19
Community Financial Services Group, LLC
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$188.4K (+$3.1K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares6,400 from 3,553
Change+2,847 (+80%)
Value$187.6K (+$84.7K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares6,036 from 6,036
Change0 (0%)
Value$176.9K (+$2.1K)
Filed 2026-10-21
Peoples Financial Services Corp.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$175.8K (+$2.1K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares5,896 from 2,167
Change+3,729 (+172%)
Value$172.8K (+$110.1K)
Filed 2026-10-30
Richardson Capital Management LLC
INCREASED
Shares5,752 from 5,731
Change+21 (+0%)
Value$168.6K (+$2.6K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares5,662 from 2,461
Change+3,201 (+130%)
Value$166.0K (+$94.7K)
Filed 2026-10-28
Point Nemo Capital, LLC
UNCHANGED
Shares5,343 from 5,343
Change0 (0%)
Value$156.6K (+$1.9K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$149.1K (+$1.8K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares5,015 from 5,228
Change-213 (-4%)
Value$147.0K (-$4.4K)
Filed 2026-11-05
First Command Advisory Services, Inc.
UNCHANGED
Shares4,898 from 4,898
Change0 (0%)
Value$143.6K (+$1.7K)
Filed 2026-11-05
Bangor Savings Bank
INCREASED
Shares4,880 from 4,868
Change+12 (+0%)
Value$143.0K (+$2.1K)
Filed 2026-10-06
TLW Wealth Management, LLC
INCREASED
Shares4,843 from 1,166
Change+3,677 (+315%)
Value$141.9K (+$108.2K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares4,539 from 4,808
Change-269 (-6%)
Value$133.0K (-$6.2K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
DECREASED
Shares4,518 from 6,491
Change-1,973 (-30%)
Value$132.4K (-$55.6K)
Filed 2026-10-23
Princeton Global Asset Management LLC
DECREASED
Shares4,478 from 4,719
Change-241 (-5%)
Value$131.2K (-$5.4K)
Filed 2026-10-21
Sima Wealth Partners, LLC
INCREASED
Shares4,466 from 4,173
Change+293 (+7%)
Value$130.9K (+$10.0K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$122.2K (+$1.5K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED
Shares4,087 from 4,087
Change0 (0%)
Value$119.8K (+$1.4K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$119.6K (+$1.4K)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares4,018 from 4,018
Change0 (0%)
Value$117.8K (+$1.4K)
Filed 2026-10-07
Gamma Investing LLC
UNCHANGED
Shares3,868 from 3,868
Change0 (0%)
Value$113.4K (+$1.4K)
Filed 2026-10-08
Laurel Wealth Advisors LLC
NEW
Shares3,561
Change+3,561
Value$104.4K
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares3,510 from 2,216
Change+1,294 (+58%)
Value$102.9K (+$38.7K)
Filed 2026-11-03
Blume Capital Management, Inc.
DECREASED
Shares3,416 from 4,055
Change-639 (-16%)
Value$100.1K (-$17.3K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,226 from 3,225
Change+1 (+0%)
Value$94.6K (+$1.2K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares3,114 from 6,228
Change-3,114 (-50%)
Value$91.3K (-$89.1K)
Filed 2026-10-30
Madden Securities Corp
NEW
Shares3,030
Change+3,030
Value$88.8K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares3,007
Change+3,007
Value$88.1K
Filed 2026-10-27
Pacifica Partners Inc.
DECREASED
Shares2,900 from 3,896
Change-996 (-26%)
Value$85.2K (-$27.2K)
Filed 2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$84.7K (+$1.0K)
Filed 2026-10-15
Elevate Wealth Advisory, Inc
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$79.2K (+$946)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$75.5K (+$901)
Filed 2026-10-23
Hoertkorn Richard Charles
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$72.7K (+$868)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares2,448
Change+2,448
Value$71.8K
Filed 2026-10-27
Roxbury Financial LLC
DECREASED
Shares2,438 from 3,022
Change-584 (-19%)
Value$71.5K (-$16.0K)
Filed 2026-10-01
McCarley & Cook Financial Planners
INCREASED
Shares2,371 from 2,347
Change+24 (+1%)
Value$69.5K (+$1.5K)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares2,310
Change+2,310
Value$67.7K
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$64.0K (+$764)
Filed 2026-10-05
Eukles Asset Management
NEW
Shares2,055
Change+2,055
Value$60.2K
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares2,032 from 1,884
Change+148 (+8%)
Value$59.6K (+$5.0K)
Filed 2026-10-14
Byrne Asset Management LLC
INCREASED
Shares2,026 from 2,020
Change+6 (+0%)
Value$59.5K (+$1.0K)
Filed 2026-10-06
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$58.6K (+$700)
Filed 2026-10-30
Daytona Street Capital LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$59.5K (+$1.2K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares1,996 from 1,991
Change+5 (+0%)
Value$58.5K (+$857)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares1,947 from 2,113
Change-166 (-8%)
Value$57.1K (-$4.1K)
Filed 2026-10-30
GGM Financial LLC
INCREASED
Shares1,923 from 1,918
Change+5 (+0%)
Value$56.4K (+$825)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares1,837 from 1,280
Change+557 (+44%)
Value$53.8K (+$15.8K)
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares1,718 from 1,717
Change+1 (+0%)
Value$50.3K (+$621)
Filed 2026-10-29
Western Pacific Wealth Management, LP
INCREASED
Shares1,598 from 1,593
Change+5 (+0%)
Value$46.8K (+$686)
Filed 2026-10-16
Nemes Rush Group LLC
INCREASED
Shares1,466 from 1,463
Change+3 (+0%)
Value$43.0K (+$580)
Filed 2026-11-04
Curat Global, LLC
INCREASED
Shares1,454 from 1,450
Change+4 (+0%)
Value$42.6K (+$624)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$41.9K (+$500)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares1,305 from 1,260
Change+45 (+4%)
Value$38.3K (+$1.8K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$36.8K ($0)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$35.8K (+$427)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares1,202 from 1,198
Change+4 (+0%)
Value$35.2K (+$516)
Filed 2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$33.1K (+$396)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares1,120 from 1,065
Change+55 (+5%)
Value$32.8K (+$2.0K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares1,064
Change+1,064
Value$31.8K
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,018 from 988
Change+30 (+3%)
Value$29.8K (+$1.2K)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$26.9K (+$322)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$26.4K (+$423)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares885 from 60
Change+825 (+1375%)
Value$25.9K (+$24.2K)
Filed 2026-10-28
Activest Wealth Management
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$23.7K (+$282)
Filed 2026-10-15
Godsey & Gibb, Inc
DECREASED
Shares792 from 2,889
Change-2,097 (-73%)
Value$23.2K (-$60.5K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares729 from 809
Change-80 (-10%)
Value$21.4K (-$2.1K)
Filed 2026-10-14
Financial Perspectives, Inc
INCREASED
Shares729 from 727
Change+2 (+0%)
Value$21.4K (+$313)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares700
Change+700
Value$20.5K
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares668
Change+668
Value$19.6K
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED
Shares666 from 664
Change+2 (+0%)
Value$19.5K (+$285)
Filed 2026-10-19
Farmers & Merchants Investments Inc
NEW
Shares608
Change+608
Value$17.8K
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares600
Change+600
Value$17.6K
Filed 2026-11-05
Manchester Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$17.6K (+$210)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$16.2K (+$194)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares527
Change+527
Value$15.5K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares523 from 522
Change+1 (+0%)
Value$15.4K (+$225)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$14 ($0)
Filed 2026-11-04
Raleigh Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$14.7K (+$175)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$12.5K (+$150)
Filed 2026-10-27
Montgomery Financial Services LLC
NEW
Shares404
Change+404
Value$11.8K
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$11.8K (+$141)
Filed 2026-10-30
Prudent Man Investment Management, Inc.
DECREASED
Shares390 from 470
Change-80 (-17%)
Value$11.4K (-$898)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares379 from 378
Change+1 (+0%)
Value$11.1K (+$163)
Filed 2026-11-04
MV Capital Management, Inc.
NEW
Shares375
Change+375
Value$11.0K
Filed 2026-10-29
Pittenger & Anderson Inc
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$10.9K (+$130)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares355 from 1,283
Change-928 (-72%)
Value$10.4K (-$26.7K)
Filed 2026-10-26
Tower View Wealth Management LLC
INCREASED
Shares315 from 314
Change+1 (+0%)
Value$9.2K (+$136)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$8.9K (+$106)
Filed 2026-10-08
Golden State Wealth Management, LLC
INCREASED
Shares292 from 291
Change+1 (+0%)
Value$8.6K (+$125)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares288
Change+288
Value$8.4K
Filed 2026-10-13
Monetary Solutions, Ltd
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$5.8K (+$69)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares160 from 149
Change+11 (+7%)
Value$4.7K (+$358)
Filed 2026-11-02
POM Investment Strategies, LLC
NEW
Shares156
Change+156
Value$4.6K
Filed 2026-10-20
High Note Wealth, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$4.6K (+$54)
Filed 2026-10-27
Archer Investment Corp
NEW
Shares155
Change+155
Value$4.6K
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$3.8K (+$45)
Filed 2026-10-27
NBT Bank, N.A.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$3.7K (+$54)
Filed 2026-10-21
Robbins Farley
INCREASED
Shares91 from 64
Change+27 (+42%)
Value$2.7K (+$814)
Filed 2026-10-21
Redwood Park Advisors LLC
NEW
Shares61
Change+61
Value$1.8K
Filed 2026-11-02
Networth Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.3K (+$19)
Filed 2026-11-03
Rossmore Private Capital
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.2K (+$15)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.1K (+$13)
Filed 2026-10-07
Blueline Advisors LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.0K (+$12)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$879 (+$10)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$733 (+$9)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$504 (+$11)
Filed 2026-10-30
Decker Retirement Planning Inc.
NEW
Shares10
Change+10
Value$294
Filed 2026-10-19
Planning Strategies Inc.
NEW
Shares10
Change+10
Value$293
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$265 (+$3)
Filed 2026-10-14
Canton Hathaway, LLC
NEW
Shares8
Change+8
Value$234
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$175 (+$1)
Filed 2026-10-26
Burk Holdings LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$24 ($0)
Filed 2026-11-05
Elco Management Co., LLC
CLOSED
Shares0 from 254,441
Change-254,441 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-14
WBI Investments, LLC
CLOSED
Shares0 from 169,993
Change-169,993 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Wlth Capital Management, LLC
CLOSED
Shares0 from 36,339
Change-36,339 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 28,886
Change-28,886 (-100%)
Value$0 (-$836.5K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 28,600
Change-28,600 (-100%)
Value$0 (-$828.3K)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 23,489
Change-23,489 (-100%)
Value$0 (-$680.2K)
Filed 2026-11-05
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 20,807
Change-20,807 (-100%)
Value$0 (-$602.6K)
Filed 2026-10-16
Fortune Financial Group, Inc.
CLOSED
Shares0 from 15,052
Change-15,052 (-100%)
Value$0 (-$435.9K)
Filed 2026-10-22
Brady Family Wealth, LLC
CLOSED
Shares0 from 13,746
Change-13,746 (-100%)
Value$0 (-$398.1K)
Filed 2026-11-02
Family Office Research LLC
CLOSED
Shares0 from 11,534
Change-11,534 (-100%)
Value$0 (-$334.0K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 11,363
Change-11,363 (-100%)
Value$0 (-$329.1K)
Filed 2026-11-03
NWF Advisory Services Inc.
CLOSED
Shares0 from 8,268
Change-8,268 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-19
Pachira Investments Inc.
CLOSED
Shares0 from 7,746
Change-7,746 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-14
Strategic Equity Management
CLOSED
Shares0 from 7,340
Change-7,340 (-100%)
Value$0 (-$212.6K)
Filed 2026-11-04
Moneywise, Inc.
CLOSED
Shares0 from 7,227
Change-7,227 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 7,015
Change-7,015 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-14
Maseco LLP
CLOSED
Shares0 from 5,325
Change-5,325 (-100%)
Value$0 (-$154.2K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,288
Change-3,288 (-100%)
Value$0 (-$95.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,274
Change-3,274 (-100%)
Value$0 (-$94.7K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$67.3K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 2,160
Change-2,160 (-100%)
Value$0 (-$62.6K)
Filed 2026-10-23
Hager Investment Management Services, LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$25.2K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$144)
Filed 2026-10-30
IFS Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$21 ($0)
Filed 2026-10-14
Wealthfront Advisers LLC
N/A
Shares— from 51,435,009
Change-51,435,009 (-100%)
Value—
UBS Group AG
N/A
Shares— from 48,933,766
Change-48,933,766 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,292,144
Change-15,292,144 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 11,934,362
Change-11,934,362 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,427,853
Change-11,427,853 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,295,333
Change-9,295,333 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 5,943,212
Change-5,943,212 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,258,356
Change-5,258,356 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,683,545
Change-4,683,545 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,654,324
Change-3,654,324 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,529,934
Change-3,529,934 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,458,745
Change-3,458,745 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,253,122
Change-3,253,122 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 3,151,706
Change-3,151,706 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,087,207
Change-3,087,207 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,973,417
Change-2,973,417 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,970,765
Change-2,970,765 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,882,036
Change-2,882,036 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,772,864
Change-2,772,864 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,718,247
Change-2,718,247 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,708,469
Change-2,708,469 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,635,156
Change-2,635,156 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,592,207
Change-2,592,207 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,536,461
Change-2,536,461 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,529,349
Change-2,529,349 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,424,447
Change-2,424,447 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,390,687
Change-2,390,687 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,383,777
Change-2,383,777 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,325,278
Change-2,325,278 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,198,557
Change-2,198,557 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,086,029
Change-2,086,029 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,809,502
Change-1,809,502 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,795,643
Change-1,795,643 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,744,303
Change-1,744,303 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,654,810
Change-1,654,810 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 1,641,481
Change-1,641,481 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,592,627
Change-1,592,627 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,445,601
Change-1,445,601 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,383,449
Change-1,383,449 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,367,218
Change-1,367,218 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,267,030
Change-1,267,030 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,210,918
Change-1,210,918 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 1,179,830
Change-1,179,830 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,163,565
Change-1,163,565 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,161,767
Change-1,161,767 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,160,559
Change-1,160,559 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,107,295
Change-1,107,295 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,069,662
Change-1,069,662 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,033,925
Change-1,033,925 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 969,875
Change-969,875 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 937,426
Change-937,426 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 926,210
Change-926,210 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 853,104
Change-853,104 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 852,429
Change-852,429 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 845,594
Change-845,594 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 841,398
Change-841,398 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 836,559
Change-836,559 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 787,134
Change-787,134 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 778,677
Change-778,677 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 765,430
Change-765,430 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 764,875
Change-764,875 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 731,565
Change-731,565 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 729,719
Change-729,719 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 723,260
Change-723,260 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 715,207
Change-715,207 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 694,982
Change-694,982 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 675,111
Change-675,111 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 665,320
Change-665,320 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 660,423
Change-660,423 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 650,210
Change-650,210 (-100%)
Value—
&partners
N/A
Shares— from 619,998
Change-619,998 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 595,799
Change-595,799 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 562,608
Change-562,608 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 558,238
Change-558,238 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 546,276
Change-546,276 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 541,958
Change-541,958 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 537,166
Change-537,166 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 534,573
Change-534,573 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 526,748
Change-526,748 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 526,727
Change-526,727 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 521,927
Change-521,927 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 521,418
Change-521,418 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 505,130
Change-505,130 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 487,660
Change-487,660 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 482,534
Change-482,534 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 448,366
Change-448,366 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 445,679
Change-445,679 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 444,927
Change-444,927 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 442,453
Change-442,453 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 431,410
Change-431,410 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 427,052
Change-427,052 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 420,625
Change-420,625 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 404,758
Change-404,758 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 401,983
Change-401,983 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 395,065
Change-395,065 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 386,906
Change-386,906 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 379,866
Change-379,866 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 376,746
Change-376,746 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 370,377
Change-370,377 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 369,042
Change-369,042 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 365,554
Change-365,554 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 345,914
Change-345,914 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 338,628
Change-338,628 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 332,338
Change-332,338 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 327,667
Change-327,667 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 319,705
Change-319,705 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 319,590
Change-319,590 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 309,050
Change-309,050 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 300,491
Change-300,491 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 298,651
Change-298,651 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 297,745
Change-297,745 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 293,988
Change-293,988 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 292,779
Change-292,779 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 291,001
Change-291,001 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 288,202
Change-288,202 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 287,862
Change-287,862 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 282,657
Change-282,657 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 281,683
Change-281,683 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 280,851
Change-280,851 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 277,161
Change-277,161 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 267,959
Change-267,959 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 266,051
Change-266,051 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 261,439
Change-261,439 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 261,246
Change-261,246 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 258,550
Change-258,550 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 253,826
Change-253,826 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 253,497
Change-253,497 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 247,399
Change-247,399 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 243,133
Change-243,133 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 240,370
Change-240,370 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 238,748
Change-238,748 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 238,661
Change-238,661 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 238,396
Change-238,396 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 233,807
Change-233,807 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 233,313
Change-233,313 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 227,501
Change-227,501 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 225,062
Change-225,062 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 224,925
Change-224,925 (-100%)
Value—
Blair William & Co
N/A
Shares— from 221,881
Change-221,881 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 220,998
Change-220,998 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 220,987
Change-220,987 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 218,107
Change-218,107 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 217,367
Change-217,367 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 217,173
Change-217,173 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 209,667
Change-209,667 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 208,621
Change-208,621 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 196,461
Change-196,461 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 194,384
Change-194,384 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 192,369
Change-192,369 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 188,731
Change-188,731 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 187,926
Change-187,926 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 183,961
Change-183,961 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 180,256
Change-180,256 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 174,664
Change-174,664 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 168,788
Change-168,788 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 168,123
Change-168,123 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 167,332
Change-167,332 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 166,669
Change-166,669 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 159,235
Change-159,235 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 156,331
Change-156,331 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 151,220
Change-151,220 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 147,900
Change-147,900 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 146,133
Change-146,133 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 145,287
Change-145,287 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 144,057
Change-144,057 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 143,620
Change-143,620 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 140,602
Change-140,602 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 139,705
Change-139,705 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 137,875
Change-137,875 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 137,288
Change-137,288 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 136,534
Change-136,534 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 134,610
Change-134,610 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 134,510
Change-134,510 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 131,714
Change-131,714 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 131,459
Change-131,459 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 126,375
Change-126,375 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 124,386
Change-124,386 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 122,890
Change-122,890 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 121,665
Change-121,665 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 121,354
Change-121,354 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 120,673
Change-120,673 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 120,438
Change-120,438 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 118,632
Change-118,632 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 117,410
Change-117,410 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 117,236
Change-117,236 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 116,467
Change-116,467 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 115,452
Change-115,452 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 112,400
Change-112,400 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 111,756
Change-111,756 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 103,832
Change-103,832 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 102,887
Change-102,887 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 102,003
Change-102,003 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 99,503
Change-99,503 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 98,506
Change-98,506 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 95,454
Change-95,454 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 93,911
Change-93,911 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 93,310
Change-93,310 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 92,997
Change-92,997 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 92,080
Change-92,080 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 91,802
Change-91,802 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 91,420
Change-91,420 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 91,306
Change-91,306 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 90,796
Change-90,796 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 89,992
Change-89,992 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 89,990
Change-89,990 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 89,663
Change-89,663 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 88,351
Change-88,351 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 87,565
Change-87,565 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 85,075
Change-85,075 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 84,564
Change-84,564 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 84,283
Change-84,283 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 83,415
Change-83,415 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 82,584
Change-82,584 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 81,072
Change-81,072 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 80,938
Change-80,938 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 80,630
Change-80,630 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 79,390
Change-79,390 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 78,922
Change-78,922 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 77,738
Change-77,738 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 77,631
Change-77,631 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 77,200
Change-77,200 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 76,678
Change-76,678 (-100%)
Value—
Commerce Bank
N/A
Shares— from 75,010
Change-75,010 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 74,751
Change-74,751 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 74,350
Change-74,350 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 74,350
Change-74,350 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 73,728
Change-73,728 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 71,742
Change-71,742 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 70,598
Change-70,598 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 68,655
Change-68,655 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 68,255
Change-68,255 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 67,973
Change-67,973 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 67,676
Change-67,676 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 67,545
Change-67,545 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 67,265
Change-67,265 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 66,755
Change-66,755 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 66,345
Change-66,345 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 65,639
Change-65,639 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 65,595
Change-65,595 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 64,757
Change-64,757 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 63,600
Change-63,600 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 63,367
Change-63,367 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 62,775
Change-62,775 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 62,668
Change-62,668 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 62,590
Change-62,590 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 61,407
Change-61,407 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 57,759
Change-57,759 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 57,185
Change-57,185 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 57,040
Change-57,040 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 56,853
Change-56,853 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 56,852
Change-56,852 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 54,881
Change-54,881 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 54,442
Change-54,442 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 53,207
Change-53,207 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 52,916
Change-52,916 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 52,739
Change-52,739 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 52,352
Change-52,352 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 50,118
Change-50,118 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 49,067
Change-49,067 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,692
Change-48,692 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 48,688
Change-48,688 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 47,773
Change-47,773 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 47,335
Change-47,335 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 46,983
Change-46,983 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 46,145
Change-46,145 (-100%)
Value—
Ketron Financial
N/A
Shares— from 45,531
Change-45,531 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 45,100
Change-45,100 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 43,541
Change-43,541 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 42,278
Change-42,278 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 42,246
Change-42,246 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 39,423
Change-39,423 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 38,360
Change-38,360 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 38,258
Change-38,258 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 38,198
Change-38,198 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 37,819
Change-37,819 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 37,133
Change-37,133 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 36,417
Change-36,417 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 35,914
Change-35,914 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 35,593
Change-35,593 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 35,074
Change-35,074 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,926
Change-34,926 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 34,646
Change-34,646 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 34,620
Change-34,620 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 34,542
Change-34,542 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 34,485
Change-34,485 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 34,275
Change-34,275 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 34,204
Change-34,204 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 34,140
Change-34,140 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 33,858
Change-33,858 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 32,709
Change-32,709 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 32,553
Change-32,553 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 32,164
Change-32,164 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 31,788
Change-31,788 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 31,470
Change-31,470 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 30,875
Change-30,875 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 30,562
Change-30,562 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 30,541
Change-30,541 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 30,390
Change-30,390 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,292
Change-30,292 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 29,578
Change-29,578 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 29,445
Change-29,445 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 29,167
Change-29,167 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 29,076
Change-29,076 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 28,391
Change-28,391 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 28,315
Change-28,315 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 27,896
Change-27,896 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 26,585
Change-26,585 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 25,506
Change-25,506 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 25,176
Change-25,176 (-100%)
Value—
EWA, LLC
N/A
Shares— from 25,037
Change-25,037 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 24,728
Change-24,728 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 24,379
Change-24,379 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 24,003
Change-24,003 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 23,877
Change-23,877 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 23,193
Change-23,193 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 22,988
Change-22,988 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 22,880
Change-22,880 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 22,570
Change-22,570 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 22,503
Change-22,503 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 22,286
Change-22,286 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 21,939
Change-21,939 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,880
Change-21,880 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 21,795
Change-21,795 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 21,788
Change-21,788 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 21,744
Change-21,744 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 21,636
Change-21,636 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 21,492
Change-21,492 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 21,359
Change-21,359 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 21,347
Change-21,347 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 21,006
Change-21,006 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 20,314
Change-20,314 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 20,256
Change-20,256 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 19,975
Change-19,975 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 19,691
Change-19,691 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 19,341
Change-19,341 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 19,212
Change-19,212 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 19,086
Change-19,086 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 18,979
Change-18,979 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 18,147
Change-18,147 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 18,101
Change-18,101 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 18,024
Change-18,024 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,576
Change-17,576 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 17,063
Change-17,063 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 16,772
Change-16,772 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,557
Change-16,557 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 16,544
Change-16,544 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 16,515
Change-16,515 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 16,490
Change-16,490 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 16,475
Change-16,475 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,047
Change-16,047 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 15,846
Change-15,846 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 15,822
Change-15,822 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,447
Change-15,447 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 14,984
Change-14,984 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 14,783
Change-14,783 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,465
Change-14,465 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,365
Change-14,365 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 14,334
Change-14,334 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 14,329
Change-14,329 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 14,265
Change-14,265 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 14,018
Change-14,018 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 13,865
Change-13,865 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 13,446
Change-13,446 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,440
Change-13,440 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,198
Change-13,198 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 12,564
Change-12,564 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 12,411
Change-12,411 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 11,988
Change-11,988 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 11,916
Change-11,916 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 11,733
Change-11,733 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 10,620
Change-10,620 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 10,558
Change-10,558 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 10,188
Change-10,188 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 10,124
Change-10,124 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 9,967
Change-9,967 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 9,870
Change-9,870 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Main Management LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 9,425
Change-9,425 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 8,016
Change-8,016 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 7,351
Change-7,351 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 753
Change-753 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 453
Change-453 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 414
Change-414 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 316
Change-316 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 168
Change-168 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 141
Change-141 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Rebalance, LLC
INCREASED15,288,01314,738,453+549,560+4%$426.8M$448.1M+$21.3M2026-10-22
Strid Group, LLC
DECREASED8,570,4248,576,683-6,2590%$248.4M$251.2M+$2.8M2026-10-28
Evensky & Katz LLC
DECREASED7,811,4277,987,057-175,630-2%$231.3M$229.0K-$231.1M2026-10-27
Hengehold Capital Management LLC
DECREASED7,605,9597,640,636-34,6770%$221.3M$222.9M+$1.7M2026-10-16
Hanson & Doremus Investment Management
INCREASED7,130,2037,035,343+94,860+1%$203.7M$209.0K-$203.5M2026-10-16
HB Wealth Management, LLC
DECREASED6,514,2486,571,056-56,808-1%$190.3M$190.9M+$634.8K2026-10-23
Evergreen Advisors, LLC
DECREASED6,240,3116,300,530-60,219-1%$182.5M$182.9M+$440.2K2026-10-28
HT Partners LLC
DECREASED6,053,9126,067,895-13,9830%$175.7M$177.4M+$1.7M2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED5,982,7546,148,772-166,018-3%$178.1M$175.4M-$2.7M2026-10-13
TruNorth Capital Management, LLC
INCREASED5,602,5015,449,167+153,334+3%$157.8M$164.2M+$6.4M2026-10-14
AlphaCore Capital LLC
DECREASED4,997,2905,233,490-236,200-5%$151.6M$146.5M-$5.1M2026-11-04
Morton Brown Family Wealth, LLC
INCREASED4,352,0124,261,509+90,503+2%$123.4M$127.6M+$4.1M2026-10-23
Accredited Investors Inc.
DECREASED4,299,2934,443,846-144,553-3%$128.7M$126.0M-$2.7M2026-11-03
Compass Financial Group, Inc
DECREASED3,433,3063,894,102-460,796-12%$112.8M$100.6M-$12.1M2026-10-13
Manchester Financial Inc
DECREASED3,375,4553,381,852-6,3970%$97.9M$98.9M+$996.2K2026-10-15
Creative Planning
INCREASED3,339,7553,300,545+39,210+1%$95.6M$97.9M+$2.3M2026-11-02
Asset Advisors Investment Management, LLC
INCREASED2,746,2022,739,361+6,841+0%$79.3M$80.5M+$1.2M2026-10-19
Legacy Financial Strategies, LLC
INCREASED2,719,9162,665,380+54,536+2%$77.2M$79.7M+$2.5M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED2,673,9292,500,208+173,721+7%$70.6M$77.1M+$6.5M2026-10-13
Myecfo, LLC
DECREASED2,557,8132,577,055-19,242-1%$74.6M$75.0M+$336.8K2026-10-14
Winthrop Advisory Group LLC
INCREASED2,537,4512,487,708+49,743+2%$72.0M$74.4M+$2.3M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED2,473,8712,527,684-53,813-2%$73.2M$72.5M-$692.6K2026-10-14
Sunburst Financial Group, LLC
INCREASED2,297,9392,266,615+31,324+1%$65.6M$67.4M+$1.7M2026-10-09
WBH Advisory Inc
DECREASED2,012,9942,072,831-59,837-3%$60.0M$59.0M-$1.0M2026-11-05
Summit Financial Strategies, Inc.
DECREASED1,814,1362,326,085-511,949-22%$67.4M$53.2M-$14.2M2026-10-14
Capital Management Associates, Inc
DECREASED1,771,5681,789,502-17,934-1%$51.8M$51.9M+$100.7K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED1,765,9901,720,445+45,545+3%$49.8M$51.8K-$49.8M2026-11-02
Tanglewood Wealth Management, Inc.
INCREASED1,661,1521,577,486+83,666+5%$45.7M$48.7M+$3.0M2026-10-23
Cape Investment Advisory, Inc.
INCREASED1,627,0561,597,218+29,838+2%$46.3M$47.7M+$1.4M2026-10-13
Appalachian Capital Management Ltd
DECREASED1,575,1941,577,489-2,2950%$45.7M$46.2M+$484.9K2026-10-14
Truist Financial Corp
DECREASED1,570,5161,647,692-77,176-5%$47.7M$46.0M-$1.7M2026-10-30
Boyum Wealth Architects LLC
INCREASED1,524,5911,522,245+2,346+0%$44.1M$45.1M+$1.1M2026-10-06
Legacy Private Trust Co.
DECREASED1,249,5991,253,734-4,1350%$36.3M$36.6M+$317.6K2026-10-06
John Boyer, Inc.
INCREASED1,221,4821,194,348+27,134+2%$34.6M$35.8M+$1.2M2026-10-27
Juncture Wealth Strategies, LLC
DECREASED1,208,6431,226,246-17,603-1%$35.5M$35.4M-$86.7K2026-10-06
Facet Wealth, Inc.
DECREASED1,205,2141,243,309-38,095-3%$36.0M$35.3M-$681.4K2026-11-04
SYM Financial Corp
INCREASED1,188,1121,187,558+554+0%$34.4M$34.8M+$431.9K2026-10-26
Chicago Partners Investment Group LLC
INCREASED1,182,2511,109,222+73,029+7%$31.7M$34.5M+$2.8M2026-10-27
Pegasus Asset Management, Inc.
INCREASED1,172,1591,161,813+10,346+1%$33.6M$34.4M+$709.9K2026-11-03
WT Wealth Management
DECREASED1,133,4171,161,589-28,172-2%$33.6M$33.2M-$419.2K2026-10-13
GSG Advisors LLC
INCREASED1,131,8441,106,784+25,060+2%$32.1M$33.2M+$1.1M2026-11-03
Dodds Wealth, LLC
INCREASED1,079,4921,020,508+58,984+6%$29.6M$31.6M+$2.1M2026-11-02
Gemmer Asset Management LLC
DECREASED1,078,2601,104,883-26,623-2%$32.0M$31.6M-$393.6K2026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED1,078,2131,072,620+5,593+1%$31.1M$31.6M+$539.3K2026-10-22
Retirement Planning Group, LLC
DECREASED1,061,2561,068,109-6,853-1%$30.9M$31.1M+$173.0K2026-10-19
Genesee Capital Advisors, LLC
DECREASED1,031,5151,052,859-21,344-2%$30.5M$30.2M-$257.1K2026-10-20
Walker Financial Services, Inc.
INCREASED1,010,661928,968+81,693+9%$26.9M$29.6M+$2.7M2026-10-26
Patriot Investment Management Group, Inc.
DECREASED997,3411,004,233-6,892-1%$29.1M$29.2M+$149.5K2026-10-15
Strategic Advisors LLC
DECREASED986,7941,021,776-34,982-3%$29.6M$28.9M-$667.7K2026-10-13
Downshift Financial, LLC
INCREASED984,152908,685+75,467+8%$26.3M$28.8M+$2.5M2026-10-13
Wynn Capital, LLC
INCREASED981,059963,366+17,693+2%$27.9M$28.8M+$855.8K2026-10-13
Stonekeep Investments, LLC
INCREASED957,438945,015+12,423+1%$27.4K$28.1M+$28.0M2026-10-15
Valley National Advisers Inc
DECREASED928,932934,634-5,702-1%$27.1M$27.2M+$160.0K2026-10-23
Schaeffer Financial LLC
INCREASED905,716904,868+848+0%$26.2M$26.5M+$341.5K2026-10-23
Great Lakes Retirement, Inc.
DECREASED887,395906,333-18,938-2%$26.2M$26.0M-$237.9K2026-10-26
Assetmark, Inc
INCREASED883,417868,195+15,222+2%$25.1M$25.9M+$750.0K2026-10-21
Davis Capital Management
INCREASED877,543850,490+27,053+3%$24.6M$25.7M+$1.1M2026-10-08
Lido Advisors, LLC
DECREASED846,604886,785-40,181-5%$25.7M$24.8M-$867.3K2026-11-04
Avior Wealth Management, LLC
DECREASED837,399861,398-23,999-3%$24.9M$24.5M-$401.9K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED836,076837,415-1,3390%$24.2M$24.7M+$479.7K2026-10-21
Davidson Kahn Capital Management, LLC
INCREASED808,109688,683+119,426+17%$20.0M$23.7M+$3.7M2026-10-26
Breakwater Investment Management
DECREASED797,579856,304-58,725-7%$24.8M$23.4M-$1.4M2026-10-20
Global Wealth Management, LLC
DECREASED757,358810,599-53,241-7%$23.5M$22.2M-$1.3M2026-10-15
Socha Financial Group, LLC
DECREASED740,183764,054-23,871-3%$22.1M$21.7M-$432.2K2026-11-03
Liberty Capital Management, Inc.
INCREASED708,748608,084+100,664+17%$17.6M$20.8M+$3.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED705,344717,535-12,191-2%$20.8M$20.7M-$106.2K2026-11-02
Compound Planning, Inc.
INCREASED704,349670,509+33,840+5%$19.4M$20.6M+$1.2M2026-11-05
Focus Financial Network, Inc.
DECREASED700,692710,192-9,500-1%$20.6M$20.5M-$29.9K2026-10-14
IFP Advisors, Inc
INCREASED689,089601,558+87,531+15%$17.4M$20.2M+$2.8M2026-10-16
James J. Burns & Company, LLC
DECREASED685,972704,165-18,193-3%$20.4M$20.1M-$286.8K2026-10-22
Kestra Advisory Services, LLC
DECREASED645,431676,313-30,882-5%$19.6M$18.9M-$668.5K2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED620,679616,432+4,247+1%$17.9M$18.2M+$340.2K2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED609,119595,154+13,965+2%$17.2M$17.9M+$617.6K2026-10-22
Valicenti Advisory Services Inc
DECREASED601,462604,784-3,322-1%$17.5K$17.6K+$1142026-10-23
Brooklyn FI, LLC
INCREASED589,701575,667+14,034+2%$16.6M$17.4M+$753.4K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED576,011558,980+17,031+3%$16.2M$16.9M+$694.8K2026-10-29
Ashford Advisors, LLC
UNCHANGED557,350557,35000%$16.1M$16.3M+$195.1K2026-11-02
Intelligence Driven Advisers, LLC
DECREASED553,376554,469-1,0930%$16.1M$16.2M+$162.0K2026-10-09
TPG Advisors LLC
INCREASED545,580532,995+12,585+2%$15.4M$16.0M+$555.4K2026-10-16
Wedmont Private Capital
INCREASED540,053540,035+180%$15.8M$16.1M+$297.6K2026-10-09
Lodestar Private Asset Management LLC
DECREASED533,905562,821-28,916-5%$16.3M$15.6M-$650.6K2026-10-26
Milestone Investment Advisors LLC
DECREASED526,037536,856-10,819-2%$15.5M$15.4M-$129.2K2026-11-05
SigFig Wealth Management, LLC
DECREASED521,799523,931-2,1320%$15.1M$15.3M+$241.4K2026-10-07
Peak Financial Management, Inc.
INCREASED515,518492,683+22,835+5%$14.3M$15.1M+$841.8K2026-10-16
True North Advisors, LLC
DECREASED504,827511,653-6,826-1%$14.8M$14.8M-$21.0K2026-10-22
Spinnaker Investment Group, LLC
DECREASED504,020516,662-12,642-2%$15.0M$14.8M-$189.7K2026-10-13
Weinberger Asset Management, Inc
INCREASED496,936495,593+1,343+0%$14.3M$14.6M+$267.4K2026-10-28
Wrenne Financial Planning LLC
INCREASED488,707462,970+25,737+6%$13.4M$14.3M+$916.4K2026-10-30
Motive Wealth Advisors
UNCHANGED473,585473,58500%$13.7M$13.9M+$165.8K2026-10-26
Meridian Wealth Management, LLC
DECREASED470,460471,477-1,0170%$13.7M$13.8M+$135.2K2026-11-05
D.B. Root & Company, LLC
DECREASED463,402470,345-6,943-1%$13.6M$13.6M-$38.9K2026-11-04
Waldron Private Wealth LLC
UNCHANGED450,000450,00000%$13.0M$13.2M+$157.5K2026-11-02
Farther Finance Advisors, LLC
DECREASED422,278427,912-5,634-1%$12.4M$12.4M-$14.8K2026-10-08
Beacon Wealthcare LLC
DECREASED416,101419,941-3,840-1%$12.2M$12.2M+$34.4K2026-10-02
Five Oceans Advisors
DECREASED408,076408,313-2370%$11.8M$12.0M+$136.0K2026-10-22
Alliance Wealth Management Group
DECREASED401,136414,502-13,366-3%$12.0M$11.8M-$246.7K2026-10-29
Towercrest Capital Management
DECREASED401,136414,502-13,366-3%$12.0M$11.8M-$246.7K2026-10-23
Everhart Financial Group, Inc.
DECREASED398,459400,094-1,6350%$11.6M$11.7M+$92.1K2026-10-08
SRH Advisors, LLC
DECREASED388,773392,383-3,610-1%$11.4M$11.4M+$31.5K2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED377,549392,740-15,191-4%$11.4M$11.1M-$307.8K2026-10-20
Brookstone Capital Management
DECREASED364,353366,009-1,6560%$10.6M$10.7M+$79.6K2026-10-22
Joseph P. Lucia & Associates, LLC
INCREASED363,957352,641+11,316+3%$10.2M$10.7M+$455.1K2026-10-30
Prosperitas Financial LLC
DECREASED356,431408,888-52,457-13%$11.8M$10.4M-$1.4M2026-10-28
Phillip James Consulting Co.
DECREASED348,747357,939-9,192-3%$10.4M$10.2M-$144.1K2026-11-03
Financially Speaking Inc
INCREASED324,2432,764+321,479+11631%$69.4K$9.5M+$9.4M2026-11-05
Mitchell Sinkler & Starr
UNCHANGED322,788322,78800%$9.3M$9.5M+$113.0K2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED317,086324,549-7,463-2%$9.4M$9.3M-$105.1K2026-11-03
Creekside Partners
DECREASED312,797318,600-5,803-2%$9.2M$9.2M-$58.6K2026-11-04
NBZ Investment Advisors LLC
INCREASED303,641303,344+297+0%$8.8M$8.9M+$114.9K2026-10-30
Brighton Jones LLC
INCREASED301,436292,527+8,909+3%$8.5M$8.8M+$363.5K2026-11-03
Venture Visionary Partners LLC
INCREASED293,683255,357+38,326+15%$7.4M$8.6M+$1.2M2026-10-07
Fagan Associates, Inc.
INCREASED289,383281,183+8,200+3%$8.1M$8.5M+$338.8K2026-10-13
Curbstone Financial Management Corp
DECREASED288,642304,592-15,950-5%$8.8M$8.5M-$360.9K2026-10-21
Equita Financial Network, Inc.
DECREASED287,609289,163-1,554-1%$8.4M$8.4M+$55.7K2026-10-19
Islay Capital Management, LLC
INCREASED285,461188,620+96,841+51%$5.5M$8.4M+$2.9M2026-10-20
CFG Wealth Management Services, Inc.
DECREASED285,109313,533-28,424-9%$7.9M$8.4M+$479.6K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED283,283223,497+59,786+27%$6.5M$8.3M+$1.8M2026-10-27
Asset Allocation & Management Company, LLC
INCREASED283,189265,510+17,679+7%$7.7K$8.3K+$6112026-10-13
JFS Wealth Advisors, LLC
DECREASED283,122292,101-8,979-3%$8.5M$8.3M-$160.9K2026-11-03
Sheets Smith Wealth Management
INCREASED282,838281,393+1,445+1%$8.1M$8.3M+$140.8K2026-10-16
James Investment Research, Inc.
INCREASED282,531275,840+6,691+2%$8.0M$8.3M+$292.7K2026-10-22
Sharkey, Howes & Javer
DECREASED278,271294,736-16,465-6%$8.5M$8.2M-$379.4K2026-10-22
Carnegie Investment Counsel
DECREASED277,792293,201-15,409-5%$8.5M$8.1M-$349.0K2026-10-20
Pinkerton Wealth, LLC
INCREASED274,422268,772+5,650+2%$6.7M$8.0M+$1.3M2026-10-29
RCW Management, LLC
DECREASED273,028279,621-6,593-2%$8.1M$8.0M-$95.4K2026-10-30
Ritholtz Wealth Management
INCREASED272,442263,550+8,892+3%$7.6M$8.0M+$352.9K2026-11-05
SAX Wealth Advisors, LLC
DECREASED268,077287,299-19,222-7%$7.2M$7.9M+$646.1K2026-10-13
RHS Financial, LLC
DECREASED264,123269,632-5,509-2%$7.8M$7.7M-$67.1K2026-10-13
Parallel Advisors, LLC
DECREASED260,666261,734-1,0680%$7.6M$7.6M+$60.3K2026-11-03
Clark Asset Management, LLC
DECREASED258,235269,334-11,099-4%$7.8M$7.6M-$231.0K2026-10-19
True Freedom Investing, LLC
INCREASED254,778237,535+17,243+7%$6.0M$7.5M+$1.5M2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED240,411242,581-2,170-1%$7.0M$7.0M+$21.3K2026-10-29
Firestone Capital Management
DECREASED234,102234,751-6490%$6.8M$6.9M+$63.1K2026-11-03
Arcadia Investment Advisors LLC
DECREASED233,343234,223-8800%$6.8M$6.8M+$56.2K2026-10-13
KCM Investment Advisors LLC
INCREASED232,586231,547+1,039+0%$6.7M$6.8M+$111.5K2026-10-27
Asset Advisory Group, Inc.
INCREASED230,913229,821+1,092+0%$6.7M$6.8M+$112.5K2026-10-20
Hartmann Taylor Wealth Management, LLC
DECREASED222,679228,179-5,500-2%$5.7M$6.5M+$799.4K2026-10-14
Axxcess Wealth Management, LLC
INCREASED221,329196,471+24,858+13%$5.7M$6.5M+$797.4K2026-10-21
Diversified Portfolios, Inc.
INCREASED220,996220,347+649+0%$6.4M$6.5M+$96.1K2026-11-04
SeaCrest Wealth Management, LLC
INCREASED213,658207,508+6,150+3%$6.0M$6.3M+$252.9K2026-10-21
MBA Advisors LLC
INCREASED211,059208,878+2,181+1%$6.0M$6.2M+$137.0K2026-10-29
Embree Financial Group
DECREASED210,289231,052-20,763-9%$6.7M$6.2M-$527.7K2026-10-22
US Bancorp \de\
INCREASED209,999188,605+21,394+11%$5.5M$6.2M+$693.1K2026-11-05
Successful Portfolios LLC
INCREASED209,368208,190+1,178+1%$6.1M$6.2M+$167.8K2026-10-09
Altfest L J & Co Inc
INCREASED205,713205,124+589+0%$5.9M$6.0M+$89.0K2026-10-27
Vise Technologies, Inc.
INCREASED205,02191,614+113,407+124%$2.7M$6.0M+$3.4M2026-10-29
Unify Financial Advisors
INCREASED196,322195,230+1,092+1%$5.7M$5.8M+$100.3K2026-11-03
NYL Investors LLC
INCREASED194,735193,871+864+0%$5.6M$5.7M+$93.2K2026-11-03
Choreo, LLC
INCREASED194,137128,669+65,468+51%$3.7M$5.7M+$2.0M2026-10-28
Salem Investment Counselors Inc
INCREASED192,438126,591+65,847+52%$3.7M$5.6M+$2.0M2026-10-13
Seed Wealth Management, Inc.
DECREASED191,423192,268-8450%$5.6M$5.6M+$42.5K2026-10-20
Granite Investment Partners, LLC
INCREASED189,095185,299+3,796+2%$5.4M$5.5M+$176.1K2026-11-04
Blueprint Investment Partners LLC
DECREASED187,684201,288-13,604-7%$5.8M$5.5M-$328.3K2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED186,969204,818-17,849-9%$6.0M$5.5M-$483.7K2026-10-28
Compass Ion Advisors, LLC
DECREASED186,396187,520-1,124-1%$5.4M$5.5M+$32.7K2026-10-23
Blueprint Financial Advisors LLC
INCREASED179,096159,271+19,825+12%$4.6M$5.2M+$636.8K2026-10-28
Crestwood Advisors Group, LLC
DECREASED178,663179,026-3630%$5.2M$5.2M+$52.0K2026-10-27
Clear Point Advisors Inc.
INCREASED178,480178,396+84+0%$5.2M$5.2M+$64.9K2026-10-30
Whitener Capital Management, Inc.
DECREASED171,228173,802-2,574-1%$5.0M$5.0M-$14.6K2026-10-15
Farnam Financial LLC
DECREASED170,649172,163-1,514-1%$5.0M$5.0M+$10.8K2026-10-21
Whitegate Investment Counselors, Inc.
INCREASED169,917137,227+32,690+24%$4.0M$5.0M+$1.0M2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED169,547107,451+62,096+58%$3.1M$5.0M+$1.9M2026-10-16
Alpha Omega Wealth Management LLC
DECREASED169,439178,179-8,740-5%$5.2M$5.0M-$193.8K2026-10-23
Pullen Investment Management, LLC
DECREASED168,866174,828-5,962-3%$5.1M$4.9M-$113.6K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED166,962166,96200%$4.8M$4.8M$02026-10-06
CRA Financial Services, LLC
DECREASED164,062165,178-1,116-1%$4.8M$4.8M+$25.1K2026-10-16
Signaturefd, LLC
INCREASED158,356157,996+360+0%$4.6M$4.6M+$65.9K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED158,055159,615-1,560-1%$4.6M$4.6M+$10.1K2026-10-21
Naples Global Advisors, LLC
DECREASED156,952159,753-2,801-2%$4.6M$4.6M-$26.2K2026-11-05
Ares Financial Consulting, LLC
INCREASED155,954155,953+10%$172.2K$172.5K+$2502026-10-19
Asset Dedication, LLC
INCREASED154,192144,400+9,792+7%$4.2M$4.5M+$337.5K2026-11-03
Avalon Advisory Group
DECREASED153,846154,624-7780%$4.5M$4.5M+$31.3K2026-10-20
Highland Capital Management, LLC
DECREASED153,025157,662-4,637-3%$4.6M$4.5M-$80.7K2026-10-26
Amicus Financial Advisors, LLC
DECREASED151,581157,377-5,796-4%$4.6M$4.4M-$114.8K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED151,536151,368+168+0%$4.4M$4.4M+$57.9K2026-10-21
Opus Capital Group, LLC
INCREASED150,875149,617+1,258+1%$4.3M$4.4K-$4.3M2026-10-30
Thrive Wealth Management, LLC
INCREASED150,426135,713+14,713+11%$3.9M$4.4M+$478.7K2026-10-13
Chapman Financial Group, LLC
DECREASED146,792150,192-3,400-2%$4.3M$4.3M-$47.1K2026-10-26
Rosenberg Matthew Hamilton
DECREASED145,091145,486-3950%$4.2M$4.3M+$39.3K2026-10-05
Mission Wealth Management, LP
DECREASED142,005534,501-392,496-73%$15.5M$4.2M-$11.3M2026-10-15
Carret Asset Management, LLC
DECREASED141,601142,624-1,023-1%$4.1M$4.2M+$19.9K2026-11-04
Sigma Investment Counselors Inc
INCREASED141,28776,114+65,173+86%$2.2M$4.1M+$1.9M2026-10-27
Financial Designs Corp
INCREASED139,518107,175+32,343+30%$3.1M$4.1M+$985.5K2026-10-09
Cambridge Advisors Inc.
INCREASED136,202134,440+1,762+1%$3.9M$4.0M+$98.7K2026-10-19
Koshinski Asset Management, Inc.
DECREASED135,686137,176-1,490-1%$4.0M$4.0M+$4.3K2026-10-29
L. Roy Papp & Associates, LLP
DECREASED135,511139,075-3,564-3%$4.0M$4.0M-$55.8K2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED133,720138,086-4,366-3%$4.0M$3.9M-$79.6K2026-10-28
Dorato Capital Management
INCREASED133,59897,361+36,237+37%$2.8M$4.0M+$1.1M2026-10-08
Planned Solutions, Inc.
INCREASED132,474132,202+272+0%$3.8M$3.9M+$54.2K2026-10-19
Selby Wealth Management, LLC
INCREASED130,852130,458+394+0%$3.8M$3.8M+$57.2K2026-10-16
Long Island Wealth Management, Inc.
INCREASED130,416130,263+153+0%$3.8M$3.8M+$50.1K2026-10-20
Krilogy Financial LLC
DECREASED129,812146,351-16,539-11%$4.2M$3.9M-$359.5K2026-10-13
Peachtree Investment Partners, LLC
INCREASED129,685105,452+24,233+23%$3.1M$3.8M+$747.2K2026-11-05
Cross Staff Investments Inc
INCREASED129,150128,665+485+0%$3.7M$3.8M+$59.2K2026-10-22
Pacific Park Financial, Inc.
DECREASED126,175129,590-3,415-3%$3.8M$3.7M-$54.7K2026-10-13
Chesley Taft & Associates LLC
DECREASED126,043127,633-1,590-1%$3.7M$3.7M-$1.9K2026-10-13
Archer Investment Management, LLC
DECREASED125,925129,422-3,497-3%$3.7M$3.7M-$57.2K2026-10-13
Basso Capital Management, L.P.
INCREASED125,787121,340+4,447+4%$3.5M$3.7M+$172.8K2026-10-30
Triangle Securities Wealth Management
DECREASED123,023124,085-1,062-1%$3.6M$3.6M+$12.3K2026-10-14
BCS Wealth Management
INCREASED122,349121,906+443+0%$3.5M$3.6M+$55.6K2026-11-03
Bank of New York Mellon Corp
DECREASED122,300125,309-3,009-2%$3.6M$3.6M-$44.3K2026-11-05
Leading Edge Financial Planning LLC
DECREASED122,0101,748,838-1,626,828-93%$50.6M$3.6M-$47.1M2026-10-23
S.E.E.D. Planning Group LLC
INCREASED120,750119,521+1,229+1%$3.5M$3.5M+$77.9K2026-10-07
BIP Wealth, LLC
INCREASED119,679118,200+1,479+1%$3.4M$3.5M+$84.7K2026-10-22
3 Factor Indexing, LLC
UNCHANGED119,039119,03900%$3.4M$3.5M+$41.7K2026-10-15
Elevation Wealth Partners, LLC
INCREASED118,619115,740+2,879+2%$3.4M$3.5M+$124.9K2026-10-07
Mayfair Advisory Group, LLC
INCREASED118,461115,422+3,039+3%$3.3M$3.5M+$175.6K2026-10-20
Cypress Point Wealth Management, LLC
DECREASED118,237118,389-1520%$3.4M$3.5M+$37.0K2026-11-03
Roger Wittlin Investment Advisory, LLC
INCREASED118,129117,806+323+0%$3.4M$3.5M+$50.7K2026-10-19
RTD Financial Advisors, Inc.
DECREASED116,111118,904-2,793-2%$3.4M$3.4M-$40.3K2026-10-09
Ridgewood Investments LLC
DECREASED116,090116,689-599-1%$3.4M$3.4M+$23.3K2026-10-05
ARK & TLK Investments, LLC
UNCHANGED115,756115,75600%$3.4M$3.4M+$40.5K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED115,432106,237+9,195+9%$3.1M$3.4M+$306.7K2026-10-13
Foster Group, Inc.
INCREASED114,093113,474+619+1%$3.3M$3.3M+$57.9K2026-10-13
Gleason Group, Inc.
INCREASED113,843112,962+881+1%$3.3M$3.3M+$65.4K2026-10-15
Advus Financial Partners, LLC
DECREASED113,191119,245-6,054-5%$3.5M$3.3M-$135.7K2026-10-20
YHB Investment Advisors, Inc.
INCREASED111,446104,866+6,580+6%$3.0M$3.3M+$229.6K2026-10-08
Segment Wealth Management, LLC
INCREASED111,446108,991+2,455+2%$3.2M$3.3M+$110.1K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED110,620107,425+3,195+3%$3.1M$3.2M+$131.2K2026-10-23
Lincoln Capital Corp
DECREASED110,578111,299-721-1%$3.2M$3.2M+$17.8K2026-10-13
Financial Consulate, Inc
DECREASED109,971114,378-4,407-4%$3.3M$3.2M-$89.2K2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED109,813112,414-2,601-2%$3.3M$3.2M-$36.9K2026-10-15
Angeles Wealth Management, LLC
INCREASED108,817108,801+16+0%$3.2M$3.2M+$38.5K2026-10-26
Skyline Advisors, Inc.
DECREASED108,714112,885-4,171-4%$3.3M$3.2M-$82.7K2026-11-03
Prospera Financial Services Inc
INCREASED107,767104,251+3,516+3%$3.0M$3.1M+$113.6K2026-11-04
RVW Wealth, LLC
INCREASED107,656107,069+587+1%$3.1M$3.2M+$54.7K2026-10-06
MCF Advisors LLC
DECREASED106,527107,501-974-1%$3.1M$3.1M+$9.1K2026-10-28
Simplicity Wealth,LLC
INCREASED106,02093,798+12,222+13%$2.7M$3.1M+$391.1K2026-10-23
Sjbenen Advisory, LLC
UNCHANGED105,153105,15300%$3.0M$3.1M+$58.6K2026-10-19
Cathy Pareto & Associates, Inc
DECREASED105,001109,888-4,887-4%$3.2M$3.1M-$104.8K2026-10-15
Farrow Financial, Inc.
INCREASED103,858101,066+2,792+3%$2.9M$3.0M+$117.2K2026-10-30
Midwest Capital Advisors, LLC
DECREASED103,702103,954-2520%$3.0M$3.0M+$29.0K2026-11-04
Optima Capital LLC
DECREASED103,506104,679-1,173-1%$3.0M$3.0M+$2.3K2026-10-29
Wilkins Miller Wealth Management, LLC
DECREASED103,345104,089-744-1%$3.0M$3.0M+$14.6K2026-10-13
Elser Financial Planning, Inc
DECREASED102,953104,795-1,842-2%$3.0M$3.0M-$17.3K2026-10-16
Intrua Financial, LLC
DECREASED101,879127,412-25,533-20%$3.7M$3.0M-$703.8K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED101,848106,371-4,523-4%$3.1M$3.0M-$95.3K2026-10-23
Values Added Financial LLC
DECREASED101,261101,403-1420%$2.9M$3.0M+$31.3K2026-10-28
Boltwood Capital Management
DECREASED101,082102,641-1,559-2%$3.0M$3.0M-$9.8K2026-10-02
Noble Family Wealth, LLC
INCREASED99,74999,561+188+0%$2.9M$2.9M+$40.4K2026-10-26
Mather Group, Llc.
INCREASED99,02994,055+4,974+5%$2.7M$2.9M+$178.7K2026-10-14
Wealth Group Ltd
DECREASED98,383102,449-4,066-4%$3.0M$2.9M-$53.8K2026-10-07
Indivisible Partners
INCREASED98,07593,234+4,841+5%$2.7M$2.9M+$174.5K2026-10-26
Ironwood Wealth Management, Llc.
DECREASED97,985100,622-2,637-3%$2.9M$2.9M-$42.1K2026-10-28
West Paces Advisors Inc.
INCREASED97,71297,156+556+1%$2.8M$2.9M+$50.3K2026-10-13
Abundance Wealth Counselors
NEW97,693—+97,693——$2.9M—2026-10-26
Mason & Associates, LLC
DECREASED96,98797,033-460%$2.8M$2.8M+$32.6K2026-10-26
Larson Financial Group LLC
DECREASED93,741102,206-8,465-8%$3.0M$2.7M-$212.4K2026-11-05
ZWJ Investment Counsel Inc
DECREASED93,595102,437-8,842-9%$3.0M$2.7M-$223.3K2026-10-15
CX Institutional
INCREASED92,13587,379+4,756+5%$2.5K$2.7K+$1702026-10-02
Penney Financial, LLC
DECREASED90,268102,649-12,381-12%$3.0M$2.6M-$327.0K2026-10-20
SpringVest Wealth Management LLC
UNCHANGED89,53589,53500%$2.6M$2.6M+$31.3K2026-10-27
Pinnacle Associates LTD
INCREASED89,24683,546+5,700+7%$2.4M$2.6M+$196.3K2026-10-20
Weaver Capital Management LLC
DECREASED88,09988,190-910%$2.2M$2.6M+$368.6K2026-10-15
AMI Investment Management Inc
INCREASED87,31384,838+2,475+3%$2.5M$2.6M+$102.2K2026-10-27
Essex LLC
DECREASED87,14388,389-1,246-1%$2.6M$2.6M-$5.6K2026-10-14
Perigon Wealth Management, LLC
DECREASED87,13087,392-2620%$2.5M$2.6M+$22.9K2026-10-22
Hendershot Investments Inc.
INCREASED85,96485,668+296+0%$2.5M$2.5M+$38.7K2026-11-05
Great Waters Wealth Management
DECREASED85,82794,971-9,144-10%$2.8M$2.5M-$234.7K2026-10-07
Luminvest Wealth Management LLC
DECREASED85,137118,077-32,940-28%$3.4M$2.5M-$924.1K2026-10-14
Selective Wealth Management, Inc.
INCREASED84,14278,712+5,430+7%$2.3M$2.5M+$230.2K2026-10-16
Modera Wealth Management, LLC
DECREASED83,77186,895-3,124-4%$2.5M$2.5M-$61.1K2026-10-28
D'Orazio & Associates, Inc.
INCREASED83,74683,737+9+0%$2.4M$2.5M+$29.6K2026-11-04
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED83,06383,06300%$2.4M$2.4M+$29.1K2026-10-21
SteelPeak Wealth, LLC
INCREASED82,85169,633+13,218+19%$2.0M$2.4M+$411.8K2026-10-16
PDS Planning, Inc
DECREASED82,36082,474-1140%$2.4M$2.4M+$25.5K2026-11-03
Spectrum Asset Management, Inc. (NB )
INCREASED82,15780,233+1,924+2%$2.3M$2.4M+$84.5K2026-10-19
Keybank National Association
DECREASED81,86583,045-1,180-1%$2.4M$2.4M-$5.5K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED81,68471,722+9,962+14%$2.1M$2.4M+$317.1K2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED81,62581,600+25+0%$2.4M$2.4M+$29.3K2026-10-30
Traphagen Investment Advisors LLC
INCREASED80,96280,873+89+0%$2.3M$2.4M+$30.9K2026-10-14
NorthCrest Asset Manangement, LLC
UNCHANGED80,56280,56200%$2.3M$2.4M+$51.6K2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED79,66879,66800%$2.3M$2.3M+$27.9K2026-10-20
Clear Retirement Advice LLC
DECREASED79,14779,270-1230%$2.3M$2.3M+$24.1K2026-10-22
Barden Capital Management, Inc.
DECREASED77,94785,313-7,366-9%$2.5M$2.3M-$186.0K2026-10-09
Financial Management Professionals, Inc.
DECREASED76,77582,591-5,816-7%$2.4M$2.3M-$141.5K2026-10-23
Souders Financial Advisors
DECREASED76,38277,225-843-1%$2.2M$2.2M+$2.3K2026-11-03
Sawgrass Asset Management LLC
INCREASED76,26573,715+2,550+3%$2.1M$2.2M+$100.5K2026-11-03
Fifth Third Bancorp
DECREASED76,22777,903-1,676-2%$2.3M$2.2M-$21.9K2026-11-05
Exchange Bank
DECREASED75,25075,676-426-1%$2.2M$2.2M+$14.0K2026-10-07
Encompass More Asset Management
INCREASED74,51564,924+9,591+15%$1.9M$2.2M+$303.8K2026-10-16
Quadrant Capital Group LLC
DECREASED74,38684,654-10,268-12%$2.5M$2.2M-$231.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED73,88555,830+18,055+32%$1.6M$2.2M+$593.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED73,88555,830+18,055+32%$1.6M$2.2M+$593.1K2026-10-20
Csenge Advisory Group
INCREASED73,88471,774+2,110+3%$2.1M$2.2M+$87.0K2026-11-04
Sunpointe, LLC
INCREASED73,58967,680+5,909+9%$2.0M$2.2M+$196.9K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED73,56977,866-4,297-6%$2.3M$2.2M-$98.7K2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED72,26375,700-3,437-5%$2.2M$2.1M-$74.2K2026-10-13
Aspiriant, LLC
DECREASED71,71080,573-8,863-11%$2.3M$2.1M-$231.6K2026-10-16
Bigelow Investment Advisors, LLC
DECREASED70,02172,116-2,095-3%$2.1M$2.1M-$36.2K2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED69,98469,825+159+0%$2.0M$2.1M+$29.1K2026-10-21
Gradient Capital Advisors, LLC
DECREASED68,53669,938-1,402-2%$2.0M$2.0M-$16.6K2026-10-21
CMH Wealth Management LLC
DECREASED68,27070,320-2,050-3%$2.0M$2.0M-$35.5K2026-10-22
waypoint wealth counsel
DECREASED67,06967,152-830%$1.9M$2.0M+$21.1K2026-10-22
FSM Wealth Advisors, LLC
INCREASED66,93766,877+60+0%$1.9M$2.0M+$53.3K2026-10-27
S.A. Mason LLC
UNCHANGED66,87066,87000%$1.9M$2.0M+$23.4K2026-10-13
Eley Financial Management, Inc
DECREASED66,72368,119-1,396-2%$2.0M$2.0M-$17.1K2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
DECREASED66,66467,727-1,063-2%$2.0M$2.0M-$7.5K2026-10-28
Value Investment Professionals, LLC
INCREASED66,31566,283+32+0%$1.9M$1.9M+$24.1K2026-10-13
North Forty Two & Co.
DECREASED66,10169,100-2,999-4%$2.0M$1.9M-$63.7K2026-10-19
HUB Investment Partners, LLC
INCREASED65,20260,288+4,914+8%$1.7M$1.9M+$165.1K2026-11-03
Blossom Wealth Management
DECREASED64,53964,580-410%$1.9M$1.9M+$21.4K2026-11-03
Missouri Trust & Investment Co
DECREASED64,45766,245-1,788-3%$1.9M$1.9M-$21.9K2026-11-04
Citizens Financial Group Inc
INCREASED64,30827,403+36,905+135%$793.6K$1.9M+$1.1M2026-10-23
CGN Advisors LLC
UNCHANGED64,22464,22400%$1.9M$1.9M+$22.5K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED64,21567,989-3,774-6%$2.0M$1.9M-$86.8K2026-11-05
Abacus Planning Group, Inc.
INCREASED64,10363,235+868+1%$1.8M$1.9M+$47.6K2026-11-02
Ethic Inc.
INCREASED63,38036,280+27,100+75%$1.1M$1.9M+$807.0K2026-11-03
Lionshead Wealth Management, LLC
INCREASED63,25462,911+343+1%$1.8M$1.9M+$32.1K2026-10-21
RKL Wealth Management LLC
INCREASED63,23162,777+454+1%$1.8M$1.9M+$35.3K2026-10-16
Northern Lights Advisors, Inc.
UNCHANGED62,22962,22900%$1.8M$1.8M+$21.8K2026-10-21
MGO One Seven LLC
INCREASED61,97361,667+306+1%$1.8M$1.8M+$30.5K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED61,95363,123-1,170-2%$1.8M$1.8M-$12.2K2026-10-14
Lake Street Private Wealth, LLC
UNCHANGED61,20061,20000%$1.8M$1.8M+$21.4K2026-10-22
Trust Co of Vermont
UNCHANGED61,17461,17400%$1.8M$1.8M+$21.4K2026-10-21
Summit Place Financial Advisors, LLC
INCREASED59,02941,614+17,415+42%$1.2M$1.7M+$525.0K2026-10-23
LexAurum Advisors, LLC
DECREASED58,85359,310-457-1%$1.7M$1.7M+$7.4K2026-10-19
D.A. Davidson & Co.
DECREASED57,63357,712-790%$1.7M$1.7M+$17.9K2026-10-28
Redw Wealth LLC
DECREASED57,51360,820-3,307-5%$1.8M$1.7M-$75.6K2026-11-02
Wealth Architects, LLC
DECREASED57,35658,763-1,407-2%$1.7M$1.7M-$20.7K2026-11-03
Riverchase Wealth Management, LLC
UNCHANGED57,24957,24900%$1.7M$1.7M+$20.0K2026-10-28
Fonville Wealth Management LLC
INCREASED57,21154,129+3,082+6%$1.6M$1.7M+$109.3K2026-10-28
Main Street Group, LTD
DECREASED56,34156,427-860%$1.6M$1.7M+$17.2K2026-10-28
Signature Resources Capital Management, LLC
DECREASED56,00456,223-2190%$1.6M$1.6M+$13.3K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED55,57854,416+1,162+2%$1.6M$1.6M+$53.1K2026-10-19
Private Trust Co NA
DECREASED55,09155,397-306-1%$1.6M$1.6M+$10.4K2026-10-20
Ullmann Wealth Partners Group, LLC
UNCHANGED55,02855,02800%$1.6M$1.6M+$19.3K2026-11-02
Provident Living Financial Services, Inc.
INCREASED54,97454,958+16+0%$1.6M$1.6M+$6.5K2026-11-03
Roffman Miller Associates Inc
INCREASED54,79145,324+9,467+21%$1.3M$1.6M+$293.3K2026-10-19
Grant Street Asset Management, Inc.
INCREASED54,40653,288+1,118+2%$1.5M$1.6M+$51.4K2026-10-26
Park Avenue Securities LLC
INCREASED54,01244,302+9,710+22%$1.3M$1.6K-$1.3M2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED53,81753,774+43+0%$1.6M$1.6M+$49.2K2026-10-20
Greenspring Advisors, LLC
INCREASED53,33251,255+2,077+4%$1.5M$1.6M+$78.8K2026-11-05
Bailard, Inc.
DECREASED53,26454,711-1,447-3%$1.6M$1.6M-$23.3K2026-10-13
Morling Financial Advisors, LLC
DECREASED53,10654,435-1,329-2%$1.6M$1.6M-$19.9K2026-10-28
Freedom Financial Partners LLC
INCREASED52,93152,882+49+0%$1.5M$1.6M+$19.9K2026-10-19
Firethorn Wealth Partners, LLC
INCREASED52,19852,170+28+0%$1.5M$1.5M+$19.1K2026-10-14
Hurley Capital, LLC
INCREASED51,79251,449+343+1%$1.5M$1.5M+$28.1K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED51,23448,698+2,536+5%$1.4M$1.5M+$91.4K2026-10-28
RMG Wealth Management LLC
UNCHANGED50,97650,97600%$1.5M$1.5M-$31.6K2026-10-26
Tandem Investment Partners LLC
INCREASED50,77549,444+1,331+3%$1.4M$1.5M+$56.3K2026-10-16
Midwest Financial Group LLC
INCREASED49,31247,258+2,054+4%$1.4M$1.4M+$76.7K2026-10-15
AdvisorNet Financial, Inc
INCREASED49,22631,351+17,875+57%$907.9K$1.5M+$544.2K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED49,02748,987+40+0%$1.4M$1.4M+$18.3K2026-11-03
Attessa Capital LLC
UNCHANGED48,13548,13500%$1.4M$1.4M+$16.9K2026-10-09
Klaas Financial Asset Advisors, LLC
NEW48,128—+48,128——$1.4M—2026-10-19
Foresight Capital Management Advisors, Inc.
INCREASED47,97447,847+127+0%$1.4M$1.4M+$20.5K2026-10-27
Cornerstone Planning, LLC
UNCHANGED47,71247,71200%$1.4M$1.4M+$12026-10-27
Physician Wealth Solutions Inc.
DECREASED46,63949,224-2,585-5%$1.4M$1.4M-$58.5K2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED46,22046,720-500-1%$1.4M$1.4M+$1.7K2026-10-26
Integrated Advisors Network LLC
DECREASED45,74547,284-1,539-3%$1.4M$1.3M-$28.5K2026-10-20
Apella Capital, LLC
INCREASED45,29934,321+10,978+32%$993.3K$1.4M+$358.9K2026-10-08
Colorado Capital Management, Inc.
INCREASED43,79843,678+120+0%$1.3K$1.3K+$192026-10-15
Axos Invest Inc.
DECREASED43,75049,191-5,441-11%$1.4M$1.3M-$142.3K2026-10-21
Smith Salley Wealth Management
INCREASED43,53242,928+604+1%$1.2M$1.3M+$32.7K2026-11-03
Smith & Howard Wealth Management, LLC
DECREASED43,40644,085-679-2%$1.3M$1.3M-$4.5K2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED43,29942,859+440+1%$1.2M$1.3M+$27.9K2026-10-29
Prairie Advisory, LLC
INCREASED42,80421,370+21,434+100%$618.9K$1.3M+$635.7K2026-10-19
Oarsman Capital, Inc.
DECREASED42,65743,292-635-1%$1.3M$1.3M-$3.5K2026-11-05
Ballast Rock Private Wealth LLC
DECREASED42,44243,782-1,340-3%$1.3M$1.2M-$24.0K2026-10-26
Citigroup Inc
INCREASED42,13338,641+3,492+9%$1.1M$1.2M+$115.9K2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED41,91445,239-3,325-7%$1.3M$1.2M-$81.6K2026-10-09
Eagle Harbor Asset Management Inc
NEW41,884—+41,884——$1.2M—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED41,58942,163-574-1%$1.2M$1.2M-$2.1K2026-11-04
Altus Wealth Group LLC
INCREASED41,26641,163+103+0%$1.2M$1.2M+$17.4K2026-10-20
Mengis Capital Management, Inc.
INCREASED41,14441,072+72+0%$1.2M$1.2M+$16.5K2026-10-13
Evanson Financial, LLC
INCREASED40,83438,978+1,856+5%$1.1M$1.2M+$68.0K2026-10-23
Greenleaf Trust
UNCHANGED40,72540,72500%$1.2M$1.2M+$14.3K2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED40,56840,56800%$1.2K$1.2K+$142026-10-27
L.K. Benson & Company, P.C.
DECREASED40,25745,297-5,040-11%$1.3M$1.2M-$131.9K2026-10-23
Quantify Chaos Advisors, LLC
DECREASED40,24140,273-320%$1.2M$1.2M+$13.1K2026-11-04
Barrett & Company, Inc.
INCREASED39,72539,693+32+0%$1.1M$1.2M+$14.8K2026-10-22
Waycross Investment Management Co
INCREASED39,71939,717+2+0%$1.2M$1.2M+$14.0K2026-10-14
Evermay Wealth Management LLC
INCREASED39,55238,193+1,359+4%$1.1M$1.2M+$53.2K2026-11-05
Avantax Planning Partners, Inc.
DECREASED39,51846,431-6,913-15%$1.3M$1.2M-$186.4K2026-11-03
One Day In July LLC
INCREASED39,03638,690+346+1%$1.1M$1.1M+$23.7K2026-10-30
Tompkins Financial Corp
UNCHANGED38,99838,99800%$1.1M$1.1M+$13.6K2026-10-05
Twelve Points Wealth Management LLC
UNCHANGED38,67538,67500%$1.1M$1.1M+$4.3K2026-11-03
Soltis Investment Advisors LLC
DECREASED38,50638,731-225-1%$1.1M$1.1M+$6.9K2026-10-28
Gerber Kawasaki Wealth & Investment Management
DECREASED38,23738,677-440-1%$1.1M$1.1M+$6462026-10-29
Apollon Financial, LLC
UNCHANGED38,09638,09600%$1.1M$1.1M+$13.3K2026-10-23
Magnus Financial Group LLC
INCREASED38,02032,841+5,179+16%$951.1K$1.1M+$163.3K2026-10-21
High Probability Advisors, LLC
INCREASED37,55537,355+200+1%$1.1M$1.1M+$18.9K2026-10-19
Ironwood Financial, llc
INCREASED37,45737,158+299+1%$1.1M$1.1M+$21.8K2026-10-20
Madrid Wealth Management, LLC
INCREASED37,34337,342+10%$1.1M$1.1M+$13.1K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED37,30931,359+5,950+19%$908.1K$1.1M+$185.4K2026-10-23
Carolina Wealth Management Inc
DECREASED37,12439,861-2,737-7%$1.2M$1.1M-$66.3K2026-10-29
Abound Wealth Management
DECREASED37,01337,430-417-1%$1.1M$1.1M+$8812026-10-26
Cap Partners, LLC
INCREASED36,97136,893+78+0%$1.1M$1.1M+$15.2K2026-10-19
Burkett Financial Services, LLC
DECREASED36,74437,050-306-1%$1.1M$1.1M+$4.0K2026-10-01
Diligent Investors, LLC
INCREASED36,38636,374+12+0%$1.1M$1.1M+$13.1K2026-10-21
BLB&B Advisors, LLC
DECREASED36,06638,391-2,325-6%$1.1M$1.1M-$54.7K2026-10-27
Envision Financial LLC
DECREASED35,95576,886-40,931-53%$2.2M$1.2M-$1.1M2026-10-15
Lynx Investment Advisory
UNCHANGED35,69235,69200%$1.0M$1.0M+$12.5K2026-10-27
PFG Advisors
DECREASED35,644119,074-83,430-70%$3.4M$1.0M-$2.4M2026-10-16
McCarthy Asset Management, Inc.
DECREASED35,15742,395-7,238-17%$1.2M$1.0M-$197.3K2026-10-20
Burton Enright Welch
DECREASED35,08735,105-180%$1.0M$1.0M+$11.8K2026-11-04
Guardian Wealth Management, Inc.
DECREASED34,49636,953-2,457-7%$1.1M$1.0M-$59.1K2026-10-30
Country Trust Bank
UNCHANGED34,48534,48500%$998.7K$1.0M+$12.1K2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED34,20034,20000%$990.4K$1.0M+$12.0K2026-10-27
Gilpin Wealth Management, LLC
INCREASED34,17434,160+14+0%$989.3K$1.0M+$12.4K2026-10-09
Legacy Wealth Management, LLC
DECREASED33,79741,259-7,462-18%$1.2M$990.6K-$204.3K2026-10-22
HBW Advisory Services LLC
INCREASED33,76815,533+18,235+117%$449.8K$989.7K+$539.9K2026-10-15
FF Advisors,LLC
DECREASED33,68337,005-3,322-9%$1.1M$987.2K-$84.4K2026-10-21
DecisionPoint Financial, LLC
UNCHANGED33,42333,42300%$966.3K$982.3K+$16.0K2026-10-27
Beacon Capital Management, LLC
INCREASED33,21133,208+3+0%$961.7K$973.4K+$11.7K2026-10-23
Chilton Capital Management LLC
DECREASED33,07334,598-1,525-4%$1.0M$969.4K-$32.6K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED33,05334,060-1,007-3%$986.4K$968.8K-$17.6K2026-10-29
Lawood & Co
UNCHANGED32,51032,51000%$941.5K$952.9K+$11.4K2026-10-09
Consilium Wealth Advisory, LLC
UNCHANGED32,40532,40500%$938.4K$949.8K+$11.3K2026-10-14
Builder Investment Group Inc
INCREASED32,37131,992+379+1%$926.5K$948.8K+$22.3K2026-10-22
Hudock, Inc.
INCREASED32,21932,196+23+0%$932.4K$944.4K+$11.9K2026-10-14
Apex Wealth Management, LLC
INCREASED31,67726,495+5,182+20%$767.3K$928.5K+$161.2K2026-10-20
Womack Financial LLC
INCREASED31,62430,891+733+2%$894.6K$926.9K+$32.3K2026-10-14
Foster Victor Wealth Advisors, LLC
DECREASED31,43632,345-909-3%$940.3K$924.2K-$16.0K2026-10-21
Joel Isaacson & Co., LLC
INCREASED31,10731,022+85+0%$898.4K$911.7K+$13.3K2026-11-05
Veracity Capital LLC
UNCHANGED31,02031,02000%$898.3K$909.2K+$10.9K2026-10-08
Wealthcare Capital Management LLC
UNCHANGED30,95230,95200%$896.4K$907.2K+$10.8K2026-10-21
Root Financial Partners, LLC
INCREASED30,79026,800+3,990+15%$776.1K$902.5K+$126.3K2026-10-21
Nova Financial LLC
NEW30,586—+30,586——$896.5K—2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED30,29226,516+3,776+14%$767.9K$887.8K+$119.9K2026-10-13
Capital Planning LLC
UNCHANGED30,21630,21600%$875.0K$885.6K+$10.6K2026-10-09
Costello Asset Management, Inc
DECREASED29,90330,502-599-2%$883.3K$876.5K-$6.9K2026-10-30
Forum Financial Management, LP
DECREASED29,87630,186-310-1%$874.2K$875.7K+$1.5K2026-10-16
North Star Investment Management Corp.
UNCHANGED29,35229,35200%$850.0K$860.3K+$10.3K2026-10-27
First Fiduciary Investment Counsel, Inc.
UNCHANGED28,81828,81800%$835.0K$845-$834.2K2026-10-27
Northern Capital Management, Inc.
DECREASED28,57628,633-570%$829.2K$837.6K+$8.3K2026-11-05
BNC Wealth Management, LLC
DECREASED28,57129,068-497-2%$841.8K$837.4K-$4.4K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED28,30628,251+55+0%$818.1K$829.6K+$11.5K2026-10-08
First Citizens Bank & Trust Co
DECREASED28,16830,825-2,657-9%$892.7K$825.6K-$67.1K2026-10-14
First Heartland Consultants, Inc.
INCREASED28,06620,836+7,230+35%$603.4K$822.6K+$219.2K2026-10-08
Fulcrum Equity Management
DECREASED27,98439,412-11,428-29%$1.1M$820.2K-$321.2K2026-10-21
Tannin Capital LLC
DECREASED27,89629,704-1,808-6%$860.2K$817.6K-$42.6K2026-11-05
Grandview Asset Management LLC
DECREASED27,78232,833-5,051-15%$950.9K$814.3K-$136.6K2026-10-19
Foundation Wealth Management, Llc\pa
INCREASED27,59423,694+3,900+16%$686.2K$808.8K+$122.6K2026-10-14
Cahaba Wealth Management, Inc.
INCREASED27,49627,425+71+0%$794.2K$805.9K+$11.7K2026-10-26
KRM Wealth Management L.L.C.
INCREASED27,28827,213+75+0%$788.1K$799.8K+$11.7K2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED27,15127,425-274-1%$794.2K$795.8K+$1.6K2026-10-26
Twele Capital Management, Inc.
DECREASED26,91627,279-363-1%$790.0K$788.9K-$1.1K2026-10-13
Townsend Asset Management Corp
INCREASED26,86226,834+28+0%$777.1K$787.3K+$10.2K2026-10-29
Baker Tilly Wealth Management, LLC
DECREASED26,59426,648-540%$771.7K$779.5K+$7.7K2026-10-05
Patton Albertson Miller Group, LLC
INCREASED26,56326,059+504+2%$754.7K$778.6K+$23.9K2026-10-26
ADE, LLC
INCREASED26,51326,502+11+0%$767.5K$777.1K+$9.6K2026-10-29
True Blue Financial, LLC
DECREASED26,48127,801-1,320-5%$805.1K$776.2K-$29.0K2026-10-15
Milestones Private Investment Advisors LLC
DECREASED26,28634,389-8,103-24%$995.9K$770.4K-$225.5K2026-10-19
Perennial Advisors, LLC
DECREASED26,27027,350-1,080-4%$792.1K$770.0K-$22.1K2026-10-13
R. W. Roge & Company, Inc.
UNCHANGED25,96925,96900%$752.0K$761-$751.2K2026-11-04
StoryOne LLC
INCREASED25,96812,984+12,984+100%$376.0K$761.1K+$385.1K2026-10-13
Advisor OS, LLC
DECREASED25,81925,944-1250%$751.3K$756.8K+$5.4K2026-11-03
McAdam, LLC
DECREASED25,35925,519-160-1%$739.0K$743.3K+$4.2K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED25,25324,777+476+2%$717.5K$740.4K+$22.9K2026-11-05
Shepherd Street Advisors LLC
INCREASED25,14225,097+45+0%$731.8K$752.0K+$20.2K2026-10-21
Scott & Selber, Inc.
DECREASED25,12325,448-325-1%$737.0K$736.3K-$6322026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED25,09225,09200%$726.7K$735.4K+$8.8K2026-10-21
Shakespeare Wealth Management, LLC
UNCHANGED25,08925,08900%$726.6K$735.4K+$8.8K2026-10-28
Worth Asset Management, LLC
INCREASED25,07519,002+6,073+32%$550.3K$734.9K+$184.7K2026-10-07
Hamilton Point Investment Advisors, LLC
UNCHANGED25,06725,06700%$725.9K$734.7K+$8.8K2026-11-03
Apollon Wealth Management, LLC
DECREASED25,05325,238-185-1%$730.9K$734.3K+$3.4K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED25,02225,140-1180%$728.0K$733.4K+$5.4K2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED24,83526,829-1,994-7%$777.0K$727.9K-$49.1K2026-10-22
Olio Financial Planning
UNCHANGED24,77924,77900%$717.6K$726.3K+$8.7K2026-10-22
Daymark Wealth Partners, LLC
INCREASED24,58523,835+750+3%$690.3K$720.6K+$30.3K2026-11-04
Lederer & Associates Investment Counsel
INCREASED24,47020,474+3,996+20%$593$717+$1242026-10-23
Iron Financial LLC
INCREASED23,42623,421+5+0%$678.3K$686.6K+$8.4K2026-10-23
Tritonpoint Wealth, LLC
UNCHANGED23,41223,41200%$678.0K$686.2K+$8.2K2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED23,25023,25000%$673.3K$681.5K+$8.1K2026-11-03
Lanark Financial, Inc.
INCREASED23,24023,020+220+1%$666.7K$681.2K+$14.5K2026-10-26
GS Investments, Inc.
UNCHANGED23,22023,22000%$672.5K$680.6K+$8.1K2026-11-05
Abacus Wealth Partners, LLC
DECREASED23,19823,261-630%$673.6K$679.9K+$6.3K2026-11-03
Curated Wealth Partners LLC
NEW22,996—+22,996——$674.0K—2026-10-15
Summit Asset Management, LLC
INCREASED22,98322,974+9+0%$665.3K$673.6K+$8.3K2026-11-05
Perryman Financial Advisory Inc
INCREASED22,84222,835+7+0%$661.3K$669.5K+$8.2K2026-10-16
Integris Wealth Management, LLC
DECREASED22,59122,828-237-1%$661.1K$662.1K+$1.0K2026-10-14
Blue Trust, Inc.
INCREASED22,55522,521+34+0%$652.2K$661.1K+$8.9K2026-10-15
Black Diamond Financial, LLC
DECREASED22,45722,994-537-2%$665.9K$658.2K-$7.7K2026-10-26
Shuttleworth & Co
INCREASED22,43421,449+985+5%$621.1K$657.5K+$36.4K2026-10-30
Landaas & Co
UNCHANGED22,28022,28000%$645.2K$653.0K+$7.8K2026-10-29
Creative Capital Management Investments LLC
INCREASED22,17813,053+9,125+70%$378.0K$650.0K+$272.0K2026-10-28
Total Investment Management Inc
INCREASED22,15022,113+37+0%$638.0K$649.2K+$11.3K2026-10-22
Aletheian Wealth Advisors LLC
UNCHANGED22,07222,07200%$639.2K$646.9K+$7.7K2026-10-08
Everett Harris & Co
INCREASED22,02520,175+1,850+9%$584.3K$645.6K+$61.3K2026-10-28
Signal Advisors Wealth, LLC
INCREASED21,93915,604+6,335+41%$451.9K$643.0K+$191.1K2026-10-13
Annex Advisory Services, LLC
DECREASED21,91622,758-842-4%$659.1K$642.3K-$16.7K2026-10-16
Stone Summit Wealth LLC
DECREASED21,83021,859-290%$633.0K$639.8K+$6.8K2026-10-14
Bennett Selby Investments LP
UNCHANGED21,77921,77900%$630.7K$638.4K+$7.6K2026-10-19
Vanguard Capital Wealth Advisors
INCREASED21,67421,625+49+0%$626.2K$635.3K+$9.0K2026-10-16
Cullen T Bankers, Inc.
UNCHANGED21,45021,45000%$621.2K$628.7K+$7.5K2026-10-28
Aquire Wealth Advisors, LLC
DECREASED21,31023,143-1,833-8%$670.2K$624.6K-$45.6K2026-10-23
Traynor Capital Management, Inc.
INCREASED21,21120,955+256+1%$606.9K$621.7K+$14.8K2026-10-29
Shira Ridge Wealth Management
UNCHANGED21,11421,11400%$611.5K$618.9K+$7.4K2026-10-09
Layline Advisors, LLC
UNCHANGED21,00721,00700%$608.4K$615.7K+$7.4K2026-11-02
Solutions 4 Wealth, Ltd
INCREASED20,98420,894+90+0%$605.1K$615.0K+$10.0K2026-11-03
Davenport & Co LLC
DECREASED20,50022,249-1,749-8%$644.3K$600.9K-$43.5K2026-10-14
Stewardship Concepts Financial Services LLC
UNCHANGED20,50020,50000%$593.7K$600.9K+$7.2K2026-10-06
Denver PWM, LLC
INCREASED20,41520,364+51+0%$611.9K$598.4K-$13.6K2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED20,41320,401+12+0%$590.8K$598.3K+$7.5K2026-11-05
TritonPoint Partners, LLC
DECREASED20,40023,412-3,012-13%$678.0K$597.9K-$80.1K2026-11-05
Cdkv Holdings LLC
INCREASED20,39620,391+5+0%$590.5K$597.8K+$7.3K2026-10-28
Fiduciary Alliance LLC
INCREASED20,12915,325+4,804+31%$443.8K$590.0K+$146.2K2026-10-13
Summit Wealth Group LLC / Co
INCREASED20,10720,052+55+0%$580.7K$589.3K+$8.6K2026-10-29
TrustWell Financial Advisors, LLC
INCREASED20,04019,868+172+1%$575.4K$587.4K+$12.0K2026-10-15
Clay Northam Wealth Management, LLC
DECREASED19,98620,916-930-4%$605.7K$585.8K-$19.9K2026-10-13
Wernau Asset Management Inc.
UNCHANGED19,55419,55400%$566.3K$573.1K+$6.8K2026-10-19
Opulen Financial Group LLC
INCREASED19,49718,203+1,294+7%$527.2K$571.5K+$44.3K2026-10-22
Blankinship & Foster, LLC
DECREASED19,39820,581-1,183-6%$596.0K$568.6K-$27.5K2026-10-19
Evergreen Capital Management LLC
UNCHANGED19,32719,32700%$559.7K$566.5K+$6.8K2026-10-23
Smithbridge Asset Management Inc
UNCHANGED19,23719,23700%$557.1K$563.8K+$6.7K2026-10-19
Trust Point Inc.
UNCHANGED18,96218,96200%$549.1K$555.8K+$6.6K2026-10-27
Continuum Wealth Advisors, LLC
DECREASED18,96140,151-21,190-53%$1.2M$555.7K-$607.0K2026-10-20
GC Wealth Management RIA, LLC
INCREASED18,95416,740+2,214+13%$484.8K$555.5K+$70.8K2026-11-02
Aull & Monroe Investment Management Corp
DECREASED18,92619,739-813-4%$571.6K$554.7K-$16.9K2026-10-16
Clarity Capital Advisors, LLC
INCREASED18,92118,897+24+0%$547.2K$554.6K+$7.3K2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED18,86518,746+119+1%$542.9K$552.9K+$10.0K2026-11-03
Balefire, LLC
UNCHANGED18,84018,84000%$545.6K$552.2K+$6.6K2026-10-09
Harbor Asset Planning, Inc.
DECREASED18,82619,454-628-3%$563.4K$551.8K-$11.6K2026-10-23
Revolve Wealth Partners, LLC
DECREASED18,74218,775-330%$543.7K$549.3K+$5.6K2026-10-23
Canvas Wealth Advisors, LLC
INCREASED18,65518,244+411+2%$528.3K$552.4K+$24.0K2026-11-02
Creative Financial Designs Inc
UNCHANGED18,60818,60800%$538.9K$545.4K+$6.5K2026-11-04
Your Advocates Ltd., LLP
INCREASED18,52918,482+47+0%$535.2K$543.1K+$7.8K2026-11-03
71 West Capital Partners
DECREASED18,41719,185-768-4%$555.6K$539.8K-$15.8K2026-11-04
Heritage OAK Wealth Advisors LLC
UNCHANGED18,39118,39100%$532.6K$539.0K+$6.4K2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED18,35817,358+1,000+6%$531.6K$538.1K+$6.4K2026-11-02
Shepherd Financial Partners LLC
INCREASED18,19718,148+49+0%$525.6K$533.4K+$7.8K2026-11-03
Hardin Capital Partners, LLC
DECREASED18,18818,521-333-2%$537.1K$533.1K-$4.0K2026-10-09
Sage Rhino Capital LLC
INCREASED18,11218,071+41+0%$523.3K$530.9K+$7.5K2026-10-28
Old North State Wealth Management, LLC
INCREASED17,93717,893+44+0%$518.3K$525.8K+$7.5K2026-10-22
Garde Capital, Inc.
INCREASED17,86917,776+93+1%$514.8K$523.7K+$9.0K2026-10-29
Portland Financial Advisors Inc
INCREASED17,85110,046+7,805+78%$290.9K$523.2K+$232.3K2026-10-26
Armbruster Capital Management, Inc.
DECREASED17,76918,071-302-2%$523.3K$520.8K-$2.5K2026-10-19
Sage Financial Group Inc
DECREASED17,73517,828-93-1%$516.3K$519.8K+$3.5K2026-10-27
Parsons Capital Management Inc
NEW17,612—+17,612——$516.2K—2026-10-28
Jeppson Wealth Management, LLC
INCREASED17,36817,360+8+0%$502.7K$509.1K+$6.3K2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED17,33817,298+40+0%$500.9K$508.2K+$7.2K2026-10-14
Weatherly Asset Management L. P.
UNCHANGED17,27517,27500%$500.3K$506.3K+$6.0K2026-10-20
Armstrong Advisory Group, Inc
INCREASED17,15217,129+23+0%$496.1K$502.7K+$6.7K2026-10-09
Members Wealth LLC
UNCHANGED17,05117,05100%$493.8K$509.0K+$15.2K2026-10-20
Arlington Trust Co LLC
UNCHANGED16,90716,90700%$489.6K$495.5K+$5.9K2026-10-20
Wavvest Wealth LLC
NEW16,895—+16,895——$495.2K—2026-10-21
Klingman & Associates, LLC
UNCHANGED16,86216,86200%$488.3K$494.2K+$5.9K2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED16,84016,805+35+0%$486.7K$493.6K+$6.9K2026-11-04
StoneX Group Inc.
NEW16,823—+16,823——$493.1K—2026-11-03
Trek Financial, LLC
INCREASED16,79912,848+3,951+31%$372.1K$492.4K+$120.3K2026-10-29
United Asset Strategies, Inc.
UNCHANGED16,73716,73700%$484.7K$490.6K+$5.9K2026-10-28
Moneco Advisors, LLC
INCREASED16,64916,642+7+0%$481.9K$488.0K+$6.0K2026-11-05
Aviance Capital Partners, LLC
UNCHANGED16,56316,56300%$479.7K$485.5K+$5.8K2026-10-29
Accurate Wealth Management, LLC
INCREASED16,52616,225+301+2%$473.5K$493.3K+$19.9K2026-10-20
West Financial Advisors, LLC
DECREASED16,49216,681-189-1%$483.1K$483.4K+$2852026-10-22
Fiduciary Financial Group, LLC
INCREASED16,4127,151+9,261+130%$207.1K$481.0K+$273.9K2026-10-13
Mogy Joel R Investment Counsel Inc
UNCHANGED16,39816,39800%$474.9K$480.6K+$5.7K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED16,39016,608-218-1%$481.0K$480.4K-$5772026-10-07
Cornerstone Planning Group LLC
DECREASED16,31616,662-346-2%$481.4K$488.0K+$6.6K2026-10-16
Verum Partners LLC
INCREASED16,01516,002+13+0%$463.4K$469.4K+$6.0K2026-10-21
Precedent Wealth Partners, LLC
UNCHANGED15,87915,87900%$459.9K$465.4K+$5.6K2026-10-21
Live Oak Investment Partners
UNCHANGED15,82815,82800%$458.4K$463.9K+$5.5K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED15,74015,239+501+3%$441.3K$461.3K+$20.0K2026-11-04
Independent Financial Group, LLC
INCREASED15,64614,030+1,616+12%$406.3K$458.6K+$52.3K2026-10-13
Balentine LLC
INCREASED15,46815,426+42+0%$446.7K$453.4K+$6.6K2026-11-03
Bill Few Associates, Inc.
UNCHANGED15,42615,42600%$446.7K$452.1K+$5.4K2026-10-09
Trust Co of Toledo NA
UNCHANGED15,41115,41100%$446.3K$451.7K+$5.4K2026-10-16
Capital Investment Advisors, LLC
INCREASED15,37615,083+293+2%$436.8K$450.7K+$13.8K2026-10-22
Financial Synergies Wealth Advisors, Inc.
INCREASED15,35515,352+3+0%$444.6K$450.1K+$5.5K2026-10-16
Valeo Financial Advisors, LLC
DECREASED15,33015,440-110-1%$447.1K$449.3K+$2.2K2026-10-08
Clarity Wealth Advisors, LLC
DECREASED15,32417,549-2,225-13%$508.2K$449.2K-$59.1K2026-10-21
Glenview Trust Co
INCREASED15,26015,235+25+0%$441.2K$447.3K+$6.1K2026-10-28
Cooke Wealth Management, LLC
DECREASED15,18715,247-600%$441.6K$445.1K+$3.6K2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED15,07213,959+1,113+8%$404.3K$441.8K+$37.5K2026-10-20
Able Wealth Management LLC
DECREASED15,05215,190-138-1%$439.9K$448.7K+$8.8K2026-10-13
RIA Advisory Group LLC
DECREASED15,01919,306-4,287-22%$559.1K$440.2K-$118.9K2026-10-15
Culbertson A N & Co Inc
UNCHANGED15,00015,00000%$434.4K$439.7K+$5.3K2026-10-21
Winthrop Capital Management, LLC
INCREASED14,98214,963+19+0%$433.0K$439.1K+$6.1K2026-11-05
Partners Wealth Management, LLC
NEW14,873—+14,873——$435.9K—2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED14,75814,690+68+0%$425.4K$432.6K+$7.1K2026-10-20
Journey Advisory Group, LLC
DECREASED14,55514,630-75-1%$423.7K$426.6K+$2.9K2026-11-04
Ferguson Wellman Capital Management, Inc
NEW14,535—+14,535——$426.0K—2026-10-05
Parkside Financial Bank & Trust
DECREASED14,48814,640-152-1%$424.0K$424.6K+$6682026-10-27
M Holdings Securities, Inc.
NEW14,461—+14,461——$419—2026-11-03
United Advisor Group, LLC
NEW14,428—+14,428——$422.9K—2026-11-03
North Berkeley Wealth Management, LLC
UNCHANGED14,38214,38200%$416.5K$421.5K+$5.0K2026-11-02
Versant Capital Management, Inc
INCREASED14,28714,248+39+0%$412.6K$418.8K+$6.1K2026-10-02
CDM Financial Counseling Services, Inc.
UNCHANGED14,28014,28000%$413.5K$418.5K+$5.0K2026-10-15
Roberts Wealth Advisors, LLC
DECREASED14,24014,317-77-1%$414.6K$417.4K+$2.8K2026-10-14
Gainplan LLC
UNCHANGED14,22614,22600%$412.0K$417.0K+$5.0K2026-10-09
TSG Advice Partners, LLC
NEW14,209—+14,209——$411.5K—2026-10-29
Align Financial, LLC
UNCHANGED14,03014,03000%$406.3K$411.2K+$4.9K2026-10-16
Elmwood Wealth Management, Inc.
NEW14,008—+14,008——$410.6K—2026-10-14
Tranquility Partners, LLC
DECREASED13,96413,997-330%$405.4K$409.3K+$3.9K2026-10-20
LifeSteps Financial, Inc.
DECREASED13,95014,200-250-2%$411.2K$408.9K-$2.4K2026-10-15
First Growth Capital LLC
UNCHANGED13,95013,95000%$404.0K$408.9K+$4.9K2026-10-15
Graves Light Lenhart Wealth, Inc.
UNCHANGED13,86413,86400%$401.5K$406.4K+$4.9K2026-10-09
ZynergyRetirementPlanningLLC
UNCHANGED13,78113,78100%$399.1K$403.9K+$4.8K2026-10-08
John W. Brooker & Co., CPAs
DECREASED13,70715,301-1,594-10%$443.1K$401.8K-$41.3K2026-10-21
Essex Bank
DECREASED13,65113,851-200-1%$401.0K$400.0K-$1.0K2026-10-16
Clear Harbor Asset Management, LLC
UNCHANGED13,61413,61400%$394.3K$399.0K+$4.8K2026-11-05
CoreCap Advisors, LLC
DECREASED13,60057,147-43,547-76%$1.7M$398.6K-$1.3M2026-10-08
Quarry Hill Advisors, LLC
NEW13,592—+13,592——$398.4K—2026-11-04
55 North Private Wealth, LLC
INCREASED13,41412,672+742+6%$367.0K$393.2K+$26.2K2026-10-20
Washburn Capital Management, Inc.
DECREASED13,36613,396-300%$387.9K$391.8K+$3.8K2026-10-19
Gibson Capital, LLC
DECREASED13,31716,929-3,612-21%$490.3K$390.3K-$99.9K2026-10-23
Advisortrust Partners, LLC
DECREASED13,20523,833-10,628-45%$690.2K$387.1K-$303.2K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED13,19610,176+3,020+30%$294.7K$386.8K+$92.1K2026-10-22
Index Fund Advisors, Inc.
INCREASED13,17713,147+30+0%$380.7K$386.2K+$5.5K2026-11-05
JBGlobal.com LLC
UNCHANGED13,14813,14800%$380.8K$385.4K+$4.6K2026-10-13
Kwmg, LLC
INCREASED13,13011,868+1,262+11%$343.7K$384.8K+$41.1K2026-10-07
Silver Lake Advisory, LLC
INCREASED13,08513,057+28+0%$378.1K$383.5K+$5.4K2026-10-22
Heartwood Wealth Advisors LLC
UNCHANGED12,99312,99300%$376.3K$380.8K+$4.5K2026-10-05
Pinion Investment Advisors, LLC
DECREASED12,93913,067-128-1%$378.4K$379.2K+$8232026-11-04
Plancorp, LLC
DECREASED12,84637,618-24,772-66%$1.1M$373.4K-$716.0K2026-11-03
Atlatl Advisers LLC
UNCHANGED12,76512,76500%$369.7K$374.1K+$4.5K2026-10-22
New Perspectives, Inc
UNCHANGED12,68912,68900%$367.5K$371.9K+$4.4K2026-10-14
Jacobs & Co
UNCHANGED12,66912,66900%$366$371+$52026-10-09
Cornerstone Enterprises, LLC
DECREASED12,42612,428-20%$359.9K$364.2K+$4.3K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED12,37112,352+19+0%$357.7K$362.6K+$4.9K2026-10-13
BostonPremier Wealth LLC
INCREASED12,35212,319+33+0%$356.7K$362.0K+$5.3K2026-10-16
Noesis Capital Mangement Corp
INCREASED12,30810,424+1,884+18%$301.9K$360.8K+$58.9K2026-10-26
Briggs Wealth Management, Inc
DECREASED12,28612,313-270%$356.6K$360.1K+$3.5K2026-10-26
United Community Bank
UNCHANGED12,17512,17500%$352.6K$356.8K+$4.3K2026-10-28
Connecticut Wealth Management, LLC
DECREASED12,04813,927-1,879-13%$403.3K$353.1K-$50.2K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED12,00012,00000%$347.5K$351.7K+$4.2K2026-10-21
Squire Investment Management Company, LLC
UNCHANGED12,00012,00000%$347.5K$351.7K+$4.2K2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED11,96312,087-124-1%$350.0K$350.6K+$5962026-10-21
Echo45 Advisors LLC
UNCHANGED11,94211,94200%$345.9K$350.0K+$4.2K2026-10-07
TCI Wealth Advisors, Inc.
NEW11,887—+11,887——$348.4K—2026-10-30
Arista Wealth Management, LLC
UNCHANGED11,85611,85600%$343.4K$347.5K+$4.1K2026-10-29
Michels Family Financial, LLC
INCREASED11,76011,731+29+0%$339.7K$344.7K+$5.0K2026-11-02
FinArc Investments, Inc.
UNCHANGED11,72711,72700%$339.6K$343.7K+$4.1K2026-10-14
Stevens Capital Partners
NEW11,662—+11,662——$341.8K—2026-10-29
WealthBridge Capital Management, LLC
DECREASED11,61812,605-987-8%$365.0K$340.5K-$24.5K2026-10-16
Nations Financial Group Inc,
INCREASED11,61711,597+20+0%$335.9K$340.5K+$4.7K2026-11-05
Fifth Third Wealth Advisors LLC
NEW11,538—+11,538——$338.2K—2026-10-22
Market Street Wealth Management Advisors LLC
UNCHANGED11,46811,46800%$332.1K$336.1K+$4.0K2026-10-09
BridgePort Financial Solutions, LLC
NEW11,314—+11,314——$331.6K—2026-11-02
Rockwood Wealth Management, LLC
DECREASED11,28612,149-863-7%$351.8K$330.8K-$21.0K2026-10-27
Fragasso Financial Advisors Inc
DECREASED11,20513,771-2,566-19%$398.8K$335.1K-$63.7K2026-10-13
Vigilare Wealth Management
UNCHANGED11,13011,13000%$322.3K$326.2K+$3.9K2026-10-29
Aurora Private Wealth, Inc.
DECREASED11,07011,353-283-2%$329.0K$324-$328.7K2026-10-20
Financial Insights, Inc.
UNCHANGED10,99510,99500%$318.4K$322.3K+$3.8K2026-10-27
Wedbush Securities Inc
DECREASED10,93111,087-156-1%$321.0K$320-$320.7K2026-10-22
Pflug Koory, LLC
DECREASED10,93110,958-270%$317.3K$320.4K+$3.1K2026-10-26
Midwest Trust Co
DECREASED10,92711,027-100-1%$319.3K$320.3K+$9282026-10-22
Voisard Asset Management Group, Inc.
DECREASED10,80210,816-140%$313.2K$316.6K+$3.4K2026-10-13
Clear Trail Advisors, LLC
INCREASED10,77110,741+30+0%$311.1K$315.7K+$4.6K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED10,75010,75000%$311.3K$315.1K+$3.8K2026-10-13
Rossby Financial, LCC
UNCHANGED10,73710,73700%$310.9K$314.7K+$3.8K2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED10,65315,445-4,792-31%$447.3K$312.2K-$135.0K2026-10-16
Helium Advisors LLC
INCREASED10,64310,632+11+0%$307.9K$312.0K+$4.1K2026-10-23
Sentinel Pension Advisors, LLC
UNCHANGED10,62810,62800%$305.6K$311.5K+$6.0K2026-11-02
Smith Chas P & Associates PA Cpas
UNCHANGED10,59010,59000%$306.7K$310.1K+$3.4K2026-10-22
Grandfield & Dodd, LLC
DECREASED10,53911,239-700-6%$325.5K$308.9K-$16.6K2026-10-29
DB Fitzpatrick & Co, Inc
INCREASED10,52510,344+181+2%$299.6K$308.5K+$8.9K2026-10-19
Councilmark Asset Management, LLC
UNCHANGED10,50010,50000%$304.1K$307.8K+$3.7K2026-10-20
Titleist Asset Management, LLC
INCREASED10,47410,434+40+0%$302.2K$307.0K+$4.9K2026-10-08
Occidental Asset Management, LLC
INCREASED10,46410,060+404+4%$291.3K$306.7K+$15.4K2026-11-05
Americana Partners, LLC
INCREASED10,42910,408+21+0%$301.4K$305.7K+$4.2K2026-10-28
Simon Quick Advisors, LLC
INCREASED10,3818,707+1,674+19%$252.2K$304.3K+$52.1K2026-10-26
Patten Group, Inc.
INCREASED10,35010,346+4+0%$299.6K$303.3K+$3.7K2026-10-26
Red Mountain Financial, LLC
DECREASED10,31612,508-2,192-18%$362.2K$302.3K-$59.9K2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED10,31310,285+28+0%$297.9K$302.3K+$4.4K2026-10-14
PUREfi Wealth, LLC
UNCHANGED10,25710,25700%$297.0K$300.6K+$3.6K2026-10-19
Telos Capital Management, Inc.
UNCHANGED10,23410,23400%$296.4K$300.0K+$3.6K2026-11-02
Florida Trust Wealth Management Co
UNCHANGED10,23010,23000%$296.3K$299.8K+$3.6K2026-11-05
Spire Wealth Management
INCREASED10,18910,178+11+0%$294.7K$298.6K+$3.9K2026-10-30
Level Wealth Management LLC
DECREASED10,17810,381-203-2%$300.6K$298.3K-$2.3K2026-10-23
Prairiewood Capital, LLC
DECREASED10,17011,591-1,421-12%$335.7K$298.1K-$37.6K2026-10-16
Wealth Management Nebraska
INCREASED10,12710,100+27+0%$292.5K$296.8K+$4.3K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED10,12110,093+28+0%$292.3K$296.7K+$4.3K2026-10-23
Regions Financial Corp
DECREASED10,06218,051-7,989-44%$522.8K$294.9K-$227.8K2026-11-05
Old National Bancorp
INCREASED9,9817,910+2,071+26%$229.1K$292.5K+$63.5K2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED9,9669,950+16+0%$288.2K$292.1K+$4.0K2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED9,8899,863+26+0%$285.6K$289.9K+$4.2K2026-10-16
Johnson Bixby & Associates, LLC
INCREASED9,8369,726+110+1%$281.7K$288.3K+$6.6K2026-10-14
Sterling Financial Planning, Inc.
INCREASED9,7799,752+27+0%$282.4K$286.6K+$4.2K2026-10-28
Quadcap Wealth Management, LLC
UNCHANGED9,7039,70300%$281.0K$284.4K+$3.4K2026-11-02
New England Private Wealth Advisors LLC
INCREASED9,6629,656+6+0%$275.8K$283.2K+$7.4K2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED9,6229,621+1+0%$278.6K$282.0K+$3.4K2026-11-03
Obermeyer Wealth Partners
UNCHANGED9,6009,60000%$278.0K$281.4K+$3.4K2026-10-21
Red Spruce Capital, LLC
UNCHANGED9,5079,50700%$275.3K$278.7K+$3.3K2026-10-07
BetterWealth, LLC
UNCHANGED9,4699,46900%$274.2K$277.5K+$3.3K2026-10-15
Associated Banc-Corp
INCREASED9,4327,200+2,232+31%$208.5K$276.5K+$67.9K2026-10-30
ACT Wealth Management, LLC
INCREASED9,4319,196+235+3%$266.3K$276.4K+$10.1K2026-10-09
Poehling Capital Management, Inc.
NEW9,422—+9,422——$276.1K—2026-10-20
Burney Co/
INCREASED9,4087,836+1,572+20%$226.9K$275.7K+$48.8K2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED9,3959,230+165+2%$267.3K$275.4K+$8.1K2026-10-27
MBE Wealth Management, LLC
NEW9,386—+9,386——$275.1K—2026-10-26
Stirlingshire Investments, Inc.
INCREASED9,3848,752+632+7%$253.5K$275.0K+$21.6K2026-11-05
Glaxis Capital Management, LLC
UNCHANGED9,3719,37100%$271.4K$274.7K+$3.3K2026-11-02
Cypress Wealth Services, LLC
DECREASED9,3489,557-209-2%$276.8K$280.2K+$3.4K2026-10-21
Pennsylvania Capital Management Inc
INCREASED9,3368,975+361+4%$259.9K$273.6K+$13.7K2026-11-05
Wedgewood Investors Inc
UNCHANGED9,3339,33300%$270.3K$273.6K+$3.3K2026-10-28
Gateway Investment Advisers LLC
NEW9,230—+9,230——$270.5K—2026-10-13
Goldstein Advisors, LLC
DECREASED9,10415,294-6,190-40%$442.9K$266.8K-$176.1K2026-10-15
Hartline Investment Corp/
DECREASED9,09113,582-4,491-33%$393.3K$266.5K-$126.9K2026-10-29
Third View Private Wealth, LLC
INCREASED9,0768,970+106+1%$259.8K$266.0K+$6.3K2026-10-30
Ifrah Financial Services, Inc.
DECREASED8,99311,043-2,050-19%$319.8K$263.6K-$56.2K2026-10-13
Riverwater Partners LLC
UNCHANGED8,9618,96100%$259.5K$262.6K+$3.1K2026-11-03
Aurora Investment Managers, Llc.
INCREASED8,9338,918+15+0%$258$262+$42026-10-15
Svrn Asset Management, LLC
UNCHANGED8,8448,84400%$256.1K$259.2K+$3.1K2026-11-02
Randolph Co Inc
UNCHANGED8,8138,81300%$255.2K$258.3K+$3.1K2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED8,8048,967-163-2%$259.7K$258.0K-$1.6K2026-10-14
Richard Young Associates, Ltd.
UNCHANGED8,7708,77000%$254.0K$257.0K+$3.1K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED8,7668,76600%$253.9K$256.9K+$3.1K2026-10-26
Paulson Wealth Management Inc.
DECREASED8,74111,357-2,616-23%$328.9K$256.2K-$72.7K2026-11-02
Decker Wealth Management LLC
UNCHANGED8,7008,70000%$252.0K$255.0K+$3.0K2026-10-09
Bryn Mawr Trust Advisors, LLC
UNCHANGED8,6888,68800%$251.6K$254.6K+$3.0K2026-11-04
Sensible Money, LLC
INCREASED8,6478,641+6+0%$250.3K$253.5K+$3.2K2026-10-20
First Affirmative Financial Network
NEW8,615—+8,615——$252.5K—2026-10-21
CWS Financial Advisors, LLC
UNCHANGED8,5808,58000%$248.5K$251.5K+$3.0K2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED8,5258,501+24+0%$246.2K$249.9K+$3.7K2026-10-29
Balboa Wealth Partners
DECREASED8,5248,610-86-1%$249.3K$249.8K+$4932026-10-20
Nordwand Advisors, LLC
DECREASED8,50010,200-1,700-17%$295.4K$249.1K-$46.3K2026-11-05
Wealth Preservation Advisors, LLC
NEW8,488—+8,488——$248.8K—2026-11-05
Cardinal Point Capital Management ULC
UNCHANGED8,4818,48100%$245.6K$248.6K+$3.0K2026-10-21
Secure Asset Management, LLC
INCREASED8,4808,357+123+1%$242.0K$248.6K+$6.5K2026-10-19
Armor Investment Advisors, LLC
UNCHANGED8,4478,44700%$244.6K$247.6K+$3.0K2026-10-27
Bucket List Wealth Management, LLC
INCREASED8,4338,410+23+0%$243.5K$247.2K+$3.6K2026-10-22
Provenance Wealth Advisors, LLC
NEW8,370—+8,370——$245.3K—2026-10-30
Valtinson Bruner Financial Planning LLC
INCREASED8,3648,341+23+0%$241.6K$245.1K+$3.6K2026-11-02
Sherman Wealth Management LLC
DECREASED8,3208,844-524-6%$256.1K$243.9K-$12.3K2026-10-16
Accelerate Investment Advisors LLC
DECREASED8,2888,633-345-4%$250.0K$242.9K-$7.1K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED8,2878,356-69-1%$242.0K$242.9K+$9102026-11-04
Fiduciary Advisors, Inc.
INCREASED8,2268,203+23+0%$237.6K$241.1K+$3.5K2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED8,2207,302+918+13%$211.5K$240.9K+$29.5K2026-11-04
Parkway Wealth Management Group, LLC
UNCHANGED8,1728,17200%$236.7K$239.5K+$2.9K2026-10-20
RMR Capital Management, LLC
UNCHANGED8,0888,08800%$234.2K$237.1K+$2.8K2026-10-23
Gen-Wealth Partners Inc
NEW8,060—+8,060——$236.2K—2026-11-04
Lyell Wealth Management, LP
UNCHANGED8,0578,05700%$233.3K$236.2K+$2.8K2026-10-30
Crescent Sterling, Ltd.
INCREASED7,9857,426+559+8%$215.0K$234.0K+$19.0K2026-10-16
Virtue Capital Management, LLC
DECREASED7,9558,090-135-2%$234.3K$233.2K-$1.1K2026-10-29
Montag A & Associates Inc
INCREASED7,9377,896+41+1%$228.7K$232.6K+$4.0K2026-10-29
Sims Investment Management, LLC
DECREASED7,8927,894-20%$228.6K$231.3K+$2.7K2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED7,8657,86500%$227.8K$230.5K+$2.8K2026-10-26
Old Second National Bank of Aurora
UNCHANGED7,8497,84900%$227.3K$230.1K+$2.7K2026-10-22
Sherry Group, Inc.
UNCHANGED7,8487,84800%$225.5K$230.0K+$4.6K2026-10-09
Ted Buchan & Co
DECREASED7,8367,900-64-1%$228.8K$229.7K+$8892026-10-23
Wetzel Investment Advisors, Inc.
UNCHANGED7,8007,80000%$225.9K$228.6K+$2.7K2026-10-13
Patten & Patten Inc
DECREASED7,7809,005-1,225-14%$260.8K$228.0K-$32.8K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED7,7467,397+349+5%$214.2K$227.0K+$12.8K2026-10-29
Robinswood Financial LLC
DECREASED7,7297,928-199-3%$229.6K$227.2K-$2.4K2026-10-20
Frankly Finances, LLC
UNCHANGED7,6867,68600%$222.6K$225.3K+$2.7K2026-10-28
Almanack Investment Partners, Llc.
INCREASED7,6587,644+14+0%$221.4K$224.5K+$3.1K2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED7,6467,310+336+5%$211.7K$224.1K+$12.4K2026-10-22
White Pine Investment Co
DECREASED7,5677,667-100-1%$222.0K$222-$221.8K2026-10-15
Certified Advisory Corp
INCREASED7,5187,511+7+0%$217.5K$220.4K+$2.8K2026-10-29
Biltmore Family Office, LLC
UNCHANGED7,5057,50500%$217.3K$220.0K+$2.6K2026-11-03
Parrish Capital LLC
INCREASED7,5037,041+462+7%$203.9K$219.9K+$16.0K2026-10-01
marrick wealth, LLC
UNCHANGED7,5007,50000%$217.2K$219.8K+$2.6K2026-10-20
Warwick Investment Management, Inc.
NEW7,391—+7,391——$216.6K—2026-10-19
Bokf, NA
UNCHANGED7,3687,36800%$213.4K$216.0K+$2.6K2026-10-27
Sowell Financial Services LLC
NEW7,343—+7,343——$215.2K—2026-10-23
Vaughan David Investments LLC
NEW7,341—+7,341——$215—2026-11-05
Matauro, LLC
INCREASED7,3147,294+20+0%$211.2K$214.4K+$3.1K2026-11-03
CMG Global Holdings, LLC
NEW7,300—+7,300——$214.0K—2026-10-14
Prospera Capital Management, LLC
UNCHANGED7,2947,29400%$212.2K$213.8K+$1.6K2026-10-19
Greenhouse Wealth Management, LLC
NEW7,276—+7,276——$213.3K—2026-10-20
Friedenthal Financial
UNCHANGED7,2587,25800%$210.2K$212.7K+$2.5K2026-10-27
Gibraltar Capital Management, Inc.
UNCHANGED7,2187,21800%$209.0K$211.5K+$2.5K2026-10-27
Maltin Wealth Management, Inc.
INCREASED7,1937,178+15+0%$207.9K$210.8K+$2.9K2026-10-13
Pacific Center for Financial Services
INCREASED7,1287,075+53+1%$204.9K$208.9K+$4.0K2026-10-15
Meridian Financial Advisors, LLC
NEW7,061—+7,061——$207.0K—2026-10-14
Spectrum Financial Alliance Ltd LLC
UNCHANGED7,0207,02000%$203.3K$205.8K+$2.5K2026-10-29
Westover Capital Advisors, LLC
INCREASED7,0147,000+14+0%$202.7K$205.6K+$2.9K2026-10-26
Richard P Slaughter Associates Inc
DECREASED6,9967,266-270-4%$210.4K$205.1K-$5.4K2026-10-13
Targeted Financial Services LLC
INCREASED6,9736,953+20+0%$201.4K$204.4K+$3.0K2026-10-19
Mirador Capital Partners LP
NEW6,968—+6,968——$204.2K—2026-10-09
Ashton Thomas Securities, LLC
UNCHANGED6,8826,88200%$199.3K$201.7K+$2.4K2026-10-26
Busey Bank
NEW6,876—+6,876——$201.5K—2026-10-26
Sage Mountain Advisors LLC
UNCHANGED6,8686,86800%$198.9K$201.3K+$2.4K2026-11-02
Allegiance Financial Group Advisory Services LLC
DECREASED6,83918,945-12,106-64%$548.6K$200.5K-$348.2K2026-11-02
Acropolis Investment Management, LLC
DECREASED6,6306,690-60-1%$193.7K$194.3K+$5832026-10-08
Wealth Analytics Partners, LLC
NEW6,504—+6,504——$190.6K—2026-10-19
Community Financial Services Group, LLC
UNCHANGED6,4106,41000%$185.3K$188.4K+$3.1K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED6,4003,553+2,847+80%$102.9K$187.6K+$84.7K2026-11-03
Piscataqua Savings Bank
UNCHANGED6,0366,03600%$174.7K$176.9K+$2.1K2026-10-21
Peoples Financial Services Corp.
UNCHANGED6,0006,00000%$173.7K$175.8K+$2.1K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED5,8962,167+3,729+172%$62.8K$172.8K+$110.1K2026-10-30
Richardson Capital Management LLC
INCREASED5,7525,731+21+0%$166.0K$168.6K+$2.6K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED5,6622,461+3,201+130%$71.3K$166.0K+$94.7K2026-10-28
Point Nemo Capital, LLC
UNCHANGED5,3435,34300%$154.7K$156.6K+$1.9K2026-11-03
Key FInancial Inc
UNCHANGED5,0875,08700%$147.3K$149.1K+$1.8K2026-11-02
Central Trust Co
DECREASED5,0155,228-213-4%$151.4K$147.0K-$4.4K2026-11-05
First Command Advisory Services, Inc.
UNCHANGED4,8984,89800%$141.8K$143.6K+$1.7K2026-11-05
Bangor Savings Bank
INCREASED4,8804,868+12+0%$141.0K$143.0K+$2.1K2026-10-06
TLW Wealth Management, LLC
INCREASED4,8431,166+3,677+315%$33.8K$141.9K+$108.2K2026-10-27
Moisand Fitzgerald Tamayo, LLC
DECREASED4,5394,808-269-6%$139.2K$133.0K-$6.2K2026-10-15
Carolina Wealth Advisors, LLC
DECREASED4,5186,491-1,973-30%$188.0K$132.4K-$55.6K2026-10-23
Princeton Global Asset Management LLC
DECREASED4,4784,719-241-5%$136.7K$131.2K-$5.4K2026-10-21
Sima Wealth Partners, LLC
INCREASED4,4664,173+293+7%$120.9K$130.9K+$10.0K2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED4,1704,17000%$120.8K$122.2K+$1.5K2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED4,0874,08700%$118.3K$119.8K+$1.4K2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED4,0824,08200%$118.2K$119.6K+$1.4K2026-10-16
Investors Research Corp
UNCHANGED4,0184,01800%$116.4K$117.8K+$1.4K2026-10-07
Gamma Investing LLC
UNCHANGED3,8683,86800%$112.0K$113.4K+$1.4K2026-10-08
Laurel Wealth Advisors LLC
NEW3,561—+3,561——$104.4K—2026-10-27
Jnba Financial Advisors
INCREASED3,5102,216+1,294+58%$64.2K$102.9K+$38.7K2026-11-03
Blume Capital Management, Inc.
DECREASED3,4164,055-639-16%$117.4K$100.1K-$17.3K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,2263,225+1+0%$93.4K$94.6K+$1.2K2026-10-28
Kelleher Financial Advisors
DECREASED3,1146,228-3,114-50%$180.4K$91.3K-$89.1K2026-10-30
Madden Securities Corp
NEW3,030—+3,030——$88.8K—2026-10-27
Latitude Advisors, LLC
NEW3,007—+3,007——$88.1K—2026-10-27
Pacifica Partners Inc.
DECREASED2,9003,896-996-26%$112.5K$85.2K-$27.2K2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED2,8912,89100%$83.7K$84.7K+$1.0K2026-10-15
Elevate Wealth Advisory, Inc
UNCHANGED2,7032,70300%$78.3K$79.2K+$9462026-10-29
Vima LLC
UNCHANGED2,5752,57500%$74.6K$75.5K+$9012026-10-23
Hoertkorn Richard Charles
UNCHANGED2,4802,48000%$71.8K$72.7K+$8682026-11-04
Balance Wealth Partners LLC
NEW2,448—+2,448——$71.8K—2026-10-27
Roxbury Financial LLC
DECREASED2,4383,022-584-19%$87.5K$71.5K-$16.0K2026-10-01
McCarley & Cook Financial Planners
INCREASED2,3712,347+24+1%$68.0K$69.5K+$1.5K2026-10-21
DeDora Capital, Inc.
NEW2,310—+2,310——$67.7K—2026-10-26
Eastern Bank
UNCHANGED2,1842,18400%$63.2K$64.0K+$7642026-10-05
Eukles Asset Management
NEW2,055—+2,055——$60.2K—2026-11-04
Lodestone Wealth Management LLC
INCREASED2,0321,884+148+8%$54.6K$59.6K+$5.0K2026-10-14
Byrne Asset Management LLC
INCREASED2,0262,020+6+0%$58.5K$59.5K+$1.0K2026-10-06
Cordgrass Capital Advisors, LLC
UNCHANGED2,0002,00000%$57.9K$58.6K+$7002026-10-30
Daytona Street Capital LLC
UNCHANGED2,0002,00000%$58.4K$59.5K+$1.2K2026-10-15
First Pacific Financial
INCREASED1,9961,991+5+0%$57.7K$58.5K+$8572026-10-14
Bfsg, LLC
DECREASED1,9472,113-166-8%$61.2K$57.1K-$4.1K2026-10-30
GGM Financial LLC
INCREASED1,9231,918+5+0%$55.5K$56.4K+$8252026-11-05
Compass Financial Management LLC
INCREASED1,8371,280+557+44%$38.0K$53.8K+$15.8K2026-10-30
Bell Investment Advisors, Inc
INCREASED1,7181,717+1+0%$49.7K$50.3K+$6212026-10-29
Western Pacific Wealth Management, LP
INCREASED1,5981,593+5+0%$46.1K$46.8K+$6862026-10-16
Nemes Rush Group LLC
INCREASED1,4661,463+3+0%$42.4K$43.0K+$5802026-11-04
Curat Global, LLC
INCREASED1,4541,450+4+0%$42.0K$42.6K+$6242026-10-26
American Capital Advisory, LLC
UNCHANGED1,4281,42800%$41.4K$41.9K+$5002026-10-28
Albion Financial Group
INCREASED1,3051,260+45+4%$36.5K$38.3K+$1.8K2026-10-21
Bayban
UNCHANGED1,2721,27200%$36.8K$36.8K$02026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2201,22000%$35.3K$35.8K+$4272026-10-27
Owl Creek Wealth Partners LLC
INCREASED1,2021,198+4+0%$34.7K$35.2K+$5162026-10-20
Maryland Capital Advisors Inc.
UNCHANGED1,1301,13000%$32.7K$33.1K+$3962026-10-15
Markowski Investments
INCREASED1,1201,065+55+5%$30.8K$32.8K+$2.0K2026-10-30
Rydar Equities, Inc.
NEW1,064—+1,064——$31.8K—2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED1,018988+30+3%$28.6K$29.8K+$1.2K2026-10-26
Evolution Wealth Management Inc.
UNCHANGED91991900%$26.6K$26.9K+$3222026-10-28
TD Waterhouse Canada Inc.
UNCHANGED90090000%$26.0K$26.4K+$4232026-10-16
Buck Wealth Strategies, LLC
INCREASED88560+825+1375%$1.7K$25.9K+$24.2K2026-10-28
Activest Wealth Management
UNCHANGED80780700%$23.4K$23.7K+$2822026-10-15
Godsey & Gibb, Inc
DECREASED7922,889-2,097-73%$83.7K$23.2K-$60.5K2026-10-14
Birchbrook, Inc.
DECREASED729809-80-10%$23.4K$21.4K-$2.1K2026-10-14
Financial Perspectives, Inc
INCREASED729727+2+0%$21.0K$21.4K+$3132026-11-03
Heritage Family Offices, LLP
NEW700—+700——$20.5K—2026-11-02
Ascentis Independent Advisors
NEW668—+668——$19.6K—2026-11-03
Investment Research & Advisory Group, Inc.
INCREASED666664+2+0%$19.2K$19.5K+$2852026-10-19
Farmers & Merchants Investments Inc
NEW608—+608——$17.8K—2026-10-22
Jacobi Capital Management LLC
NEW600—+600——$17.6K—2026-11-05
Manchester Capital Management LLC
UNCHANGED60060000%$17.4K$17.6K+$2102026-10-22
Physician Wealth Advisors, Inc.
UNCHANGED55255200%$16.0K$16.2K+$1942026-10-20
William Mack & Associates, Inc.
NEW527—+527——$15.5K—2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED523522+1+0%$15.1K$15.4K+$2252026-10-16
Avion Wealth
UNCHANGED50950900%$14$14$02026-11-04
Raleigh Capital Management Inc.
UNCHANGED50050000%$14.5K$14.7K+$1752026-10-28
Duncker Streett & Co Inc
UNCHANGED42842800%$12.4K$12.5K+$1502026-10-27
Montgomery Financial Services LLC
NEW404—+404——$11.8K—2026-11-03
MTM Investment Management, LLC
UNCHANGED40240200%$11.6K$11.8K+$1412026-10-30
Prudent Man Investment Management, Inc.
DECREASED390470-80-17%$12.3K$11.4K-$8982026-11-03
United Financial Planning Group LLC
INCREASED379378+1+0%$11.0K$11.1K+$1632026-11-04
MV Capital Management, Inc.
NEW375—+375——$11.0K—2026-10-29
Pittenger & Anderson Inc
UNCHANGED37237200%$10.8K$10.9K+$1302026-11-02
Vermillion Wealth Management, Inc.
DECREASED3551,283-928-72%$37.2K$10.4K-$26.7K2026-10-26
Tower View Wealth Management LLC
INCREASED315314+1+0%$9.1K$9.2K+$1362026-10-23
Toth Financial Advisory Corp
UNCHANGED30330300%$8.8K$8.9K+$1062026-10-08
Golden State Wealth Management, LLC
INCREASED292291+1+0%$8.5K$8.6K+$1252026-11-02
Clayton Financial Group LLC
NEW288—+288——$8.4K—2026-10-13
Monetary Solutions, Ltd
UNCHANGED19819800%$5.7K$5.8K+$692026-10-22
Birchwood Financial Partners, Inc.
INCREASED160149+11+7%$4.3K$4.7K+$3582026-11-02
POM Investment Strategies, LLC
NEW156—+156——$4.6K—2026-10-20
High Note Wealth, LLC
UNCHANGED15615600%$4.5K$4.6K+$542026-10-27
Archer Investment Corp
NEW155—+155——$4.6K—2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED12812800%$3.7K$3.8K+$452026-10-27
NBT Bank, N.A.
UNCHANGED12712700%$3.7K$3.7K+$542026-10-21
Robbins Farley
INCREASED9164+27+42%$1.9K$2.7K+$8142026-10-21
Redwood Park Advisors LLC
NEW61—+61——$1.8K—2026-11-02
Networth Advisors, LLC
UNCHANGED454500%$1.3K$1.3K+$192026-11-03
Rossmore Private Capital
UNCHANGED424200%$1.2K$1.2K+$152026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED373700%$1.1K$1.1K+$132026-10-07
Blueline Advisors LLC
UNCHANGED353500%$1.0K$1.0K+$122026-10-15
Sunrise Financial Services, LLC
UNCHANGED303000%$869$879+$102026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED252500%$724$733+$92026-10-28
Hughes Financial Services, LLC
UNCHANGED171700%$493$504+$112026-10-30
Decker Retirement Planning Inc.
NEW10—+10——$294—2026-10-19
Planning Strategies Inc.
NEW10—+10——$293—2026-10-02
Triumph Capital Management
UNCHANGED9900%$262$265+$32026-10-14
Canton Hathaway, LLC
NEW8—+8——$234—2026-10-23
Center for Financial Planning, Inc.
UNCHANGED6600%$174$175+$12026-10-26
Burk Holdings LLC
UNCHANGED1100%$24$24$02026-11-05
Elco Management Co., LLC
CLOSED0254,441-254,441-100%$7.4M$0-$7.4M2026-10-14
WBI Investments, LLC
CLOSED0169,993-169,993-100%$4.9M$0-$4.9M2026-11-05
Wlth Capital Management, LLC
CLOSED036,339-36,339-100%$1.1M$0-$1.1M2026-10-20
Sightline Wealth Advisors, LLC
CLOSED028,886-28,886-100%$836.5K$0-$836.5K2026-10-21
Williams Jones Wealth Management, Llc.
CLOSED028,600-28,600-100%$828.3K$0-$828.3K2026-11-05
Imc-Chicago, LLC
CLOSED023,489-23,489-100%$680.2K$0-$680.2K2026-11-05
Goelzer Investment Management, Inc.
CLOSED020,807-20,807-100%$602.6K$0-$602.6K2026-10-16
Fortune Financial Group, Inc.
CLOSED015,052-15,052-100%$435.9K$0-$435.9K2026-10-22
Brady Family Wealth, LLC
CLOSED013,746-13,746-100%$398.1K$0-$398.1K2026-11-02
Family Office Research LLC
CLOSED011,534-11,534-100%$334.0K$0-$334.0K2026-10-14
Beam Wealth Advisors, Inc.
CLOSED011,363-11,363-100%$329.1K$0-$329.1K2026-11-03
NWF Advisory Services Inc.
CLOSED08,268-8,268-100%$239.4K$0-$239.4K2026-10-19
Pachira Investments Inc.
CLOSED07,746-7,746-100%$224.3K$0-$224.3K2026-10-14
Strategic Equity Management
CLOSED07,340-7,340-100%$212.6K$0-$212.6K2026-11-04
Moneywise, Inc.
CLOSED07,227-7,227-100%$209.3K$0-$209.3K2026-10-30
Meridian Investment Counsel Inc.
CLOSED07,015-7,015-100%$203.1K$0-$203.1K2026-10-14
Maseco LLP
CLOSED05,325-5,325-100%$154.2K$0-$154.2K2026-10-27
Gill Capital Partners, LLC
CLOSED03,288-3,288-100%$95.2K$0-$95.2K2026-10-13
International Assets Investment Management, LLC
CLOSED03,274-3,274-100%$94.7K$0-$94.7K2026-11-02
Tucker Asset Management LLC
CLOSED02,325-2,325-100%$67.3K$0-$67.3K2026-10-29
Wilmington Savings Fund Society, FSB
CLOSED02,160-2,160-100%$62.6K$0-$62.6K2026-10-23
Hager Investment Management Services, LLC
CLOSED0938-938-100%$27.2K$0-$27.2K2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED0870-870-100%$25.2K$0-$25.2K2026-10-29
Smallwood Wealth Investment Management, LLC
CLOSED05-5-100%$144$0-$1442026-10-30
IFS Advisors, LLC
UNCHANGED000—$21$21$02026-10-14
Wealthfront Advisers LLC
N/A—51,435,009-51,435,009-100%$1.5B———
UBS Group AG
N/A—48,933,766-48,933,766-100%$1.4B———
Betterment LLC
N/A—15,292,144-15,292,144-100%$442.9M———
SCS Capital Management LLC
N/A—11,934,362-11,934,362-100%$345.6M———
UBS Asset Management Americas LLC
N/A—11,427,853-11,427,853-100%$331.0M———
HighTower Advisors, LLC
N/A—9,295,333-9,295,333-100%$269.2M———
Savant Capital, LLC
N/A—5,943,212-5,943,212-100%$160.7M———
HHM Wealth Advisors, LLC
N/A—5,258,356-5,258,356-100%$152.3M———
Mariner, LLC
N/A—4,683,545-4,683,545-100%$135.6M———
Captrust Financial Advisors
N/A—3,654,324-3,654,324-100%$105.8M———
Waverly Advisors, LLC
N/A—3,529,934-3,529,934-100%$102.2M———
Morgan Stanley
N/A—3,458,745-3,458,745-100%$100.2M———
Ballentine Partners, LLC
N/A—3,253,122-3,253,122-100%$94.2M———
HBK Sorce Advisory LLC
N/A—3,151,706-3,151,706-100%$93.7M———
Quantinno Capital Management LP
N/A—3,087,207-3,087,207-100%$89.4M———
LPL Financial LLC
N/A—2,973,417-2,973,417-100%$86.1M———
Jones Financial Companies Lllp
N/A—2,970,765-2,970,765-100%$84.2M———
Royal Bank of Canada
N/A—2,882,036-2,882,036-100%$83.5M———
North Star Asset Management Inc
N/A—2,772,864-2,772,864-100%$80.3M———
Brown Advisory Inc
N/A—2,718,247-2,718,247-100%$78.7M———
Gallagher Fiduciary Advisors, LLC
N/A—2,708,469-2,708,469-100%$78.4M———
Circle Wealth Management, LLC
N/A—2,635,156-2,635,156-100%$76.3M———
D L Carlson Investment Group Inc
N/A—2,592,207-2,592,207-100%$75.1M———
Bank of America Corp
N/A—2,536,461-2,536,461-100%$73.5M———
Bluespring Wealth Management, LLC
N/A—2,529,349-2,529,349-100%$73.2M———
Bouchey Financial Group, Ltd.
N/A—2,424,447-2,424,447-100%$70.2M———
Wells Fargo & Company
N/A—2,390,687-2,390,687-100%$69.2M———
Focus Partners Wealth
N/A—2,383,777-2,383,777-100%$69.0M———
Aptus Capital Advisors, LLC
N/A—2,325,278-2,325,278-100%$67.3M———
Mercer Global Advisors Inc
N/A—2,198,557-2,198,557-100%$63.7M———
Caprock Group, LLC
N/A—2,086,029-2,086,029-100%$60.4M———
Allworth Financial LP
N/A—1,809,502-1,809,502-100%$52.4M———
Ethos Financial Group, LLC
N/A—1,795,643-1,795,643-100%$50.7M———
Roundview Capital LLC
N/A—1,744,303-1,744,303-100%$50.5M———
Cerity Partners LLC
N/A—1,654,810-1,654,810-100%$47.9M———
Boulder Wealth Advisors, LLC
N/A—1,641,481-1,641,481-100%$47.5M———
Modern Wealth Management, LLC
N/A—1,592,627-1,592,627-100%$46.1M———
AQR Capital Management LLC
N/A—1,445,601-1,445,601-100%$41.9M———
Goldman Sachs Group Inc
N/A—1,383,449-1,383,449-100%$40.1M———
Jaffetilchin Investment Partners, LLC
N/A—1,367,218-1,367,218-100%$39.6M———
MAI Capital Management
N/A—1,267,030-1,267,030-100%$36.7M———
FMR LLC
N/A—1,210,918-1,210,918-100%$35.1M———
Members Advisory Group LLC
N/A—1,179,830-1,179,830-100%$34.2M———
Harbour Investments, Inc.
N/A—1,163,565-1,163,565-100%$33.7M———
Raymond James Financial Inc
N/A—1,161,767-1,161,767-100%$33.6M———
Goepper Burkhardt LLC
N/A—1,160,559-1,160,559-100%$33.6M———
JPMorgan Chase & Co
N/A—1,107,295-1,107,295-100%$31.8M———
Truepoint, Inc.
N/A—1,069,662-1,069,662-100%$31.0M———
Alliancebernstein L.P.
N/A—1,033,925-1,033,925-100%$26.0M———
Envestnet Asset Management Inc
N/A—969,875-969,875-100%$28.1M———
Meridian Wealth Partners, LLC
N/A—937,426-937,426-100%$27.1M———
Phil A. Younker & Associates, Ltd.
N/A—926,210-926,210-100%$26.8M———
EP Wealth Advisors, LLC
N/A—853,104-853,104-100%$24.7M———
IMA Advisory Services, Inc.
N/A—852,429-852,429-100%$24.7M———
Osaic Holdings, Inc.
N/A—845,594-845,594-100%$24.5M———
Strategic Financial Planning, Inc.
N/A—841,398-841,398-100%$24.4M———
Beacon Pointe Advisors, LLC
N/A—836,559-836,559-100%$24.2M———
Tradition Wealth Management, LLC
N/A—787,134-787,134-100%$22.8M———
United Capital Financial Advisors, LLC
N/A—778,677-778,677-100%$22.6M———
Vista Capital Partners, Inc.
N/A—765,430-765,430-100%$22.2M———
Nalls Sherbakoff Group, LLC
N/A—764,875-764,875-100%$22.2M———
Coastal Bridge Advisors, LLC
N/A—731,565-731,565-100%$21.2M———
OneDigital Investment Advisors LLC
N/A—729,719-729,719-100%$21.1M———
Bartlett & Co. Wealth Management LLC
N/A—723,260-723,260-100%$20.9M———
Ameriprise Financial Inc
N/A—715,207-715,207-100%$20.7M———
Libra Wealth LLC
N/A—694,982-694,982-100%$20.1M———
Fairlight Advisors
N/A—675,111-675,111-100%$19.6M———
Roble, Belko & Company, Inc
N/A—665,320-665,320-100%$19.3M———
Zhang Financial LLC
N/A—660,423-660,423-100%$19.1M———
Nicolet Bankshares Inc
N/A—650,210-650,210-100%$18.8M———
&partners
N/A—619,998-619,998-100%$18.0M———
Madden Advisory Services, Inc.
N/A—595,799-595,799-100%$17.3M———
Elgethun Capital Management
N/A—562,608-562,608-100%$16.3M———
Compass Advisory Group LLC
N/A—558,238-558,238-100%$16.2M———
Stifel Financial Corp
N/A—546,276-546,276-100%$15.8M———
Ogorek Anthony Joseph
N/A—541,958-541,958-100%$15.7M———
Wealthspire Advisors, LLC
N/A—537,166-537,166-100%$15.6M———
Cresset Asset Management, LLC
N/A—534,573-534,573-100%$15.5M———
NewEdge Advisors, LLC
N/A—526,748-526,748-100%$15.3M———
Passive Capital Management, Llc.
N/A—526,727-526,727-100%$13.8M———
Johnson Investment Counsel Inc
N/A—521,927-521,927-100%$15.1M———
Rothschild Wealth LLC
N/A—521,418-521,418-100%$15.1M———
Leavell Investment Management, Inc.
N/A—505,130-505,130-100%$14.6M———
Northwestern Mutual Wealth Management Co
N/A—487,660-487,660-100%$14.1M———
Northern Trust Corp
N/A—482,534-482,534-100%$14.0M———
Empower Advisory Group, LLC
N/A—448,366-448,366-100%$13.0M———
BlackRock, Inc.
N/A—445,679-445,679-100%$12.9M———
Vestwell Advisors, LLC
N/A—444,927-444,927-100%$12.9M———
VSM Wealth Advisory, LLC
N/A—442,453-442,453-100%$12.8M———
Summit Trail Advisors, LLC
N/A—431,410-431,410-100%$12.5M———
Sequoia Financial Advisors, LLC
N/A—427,052-427,052-100%$12.4M———
Charles Schwab Investment Management Inc
N/A—420,625-420,625-100%$12.2M———
Apriem Advisors
N/A—404,758-404,758-100%$11.7M———
Janney Montgomery Scott LLC
N/A—401,983-401,983-100%$11.6M———
Great Valley Advisor Group, Inc.
N/A—395,065-395,065-100%$11.4M———
Rockefeller Capital Management L.P.
N/A—386,906-386,906-100%$11.2M———
Moneta Group Investment Advisors LLC
N/A—379,866-379,866-100%$11.0M———
Cetera Investment Advisers
N/A—376,746-376,746-100%$10.9M———
Madison Wealth Partners, Inc
N/A—370,377-370,377-100%$10.7M———
Fiduciary Trust Co
N/A—369,042-369,042-100%$10.7M———
FFT Wealth Management LLC
N/A—365,554-365,554-100%$10.6M———
Jane Street Group, LLC
N/A—345,914-345,914-100%$10.0M———
Walter & Keenan Wealth Management LLC
N/A—338,628-338,628-100%$9.8M———
Brightwater Advisory LLC
N/A—332,338-332,338-100%$9.6M———
Disciplined Investors, L.L.C.
N/A—327,667-327,667-100%$9.5M———
Pathstone Holdings, LLC
N/A—319,705-319,705-100%$9.3M———
Destination Wealth Management
N/A—319,590-319,590-100%$9.3M———
Orcam Financial Group
N/A—309,050-309,050-100%$9.0M———
Rockbridge Investment Management, LCC
N/A—300,491-300,491-100%$8.7M———
Red Door Wealth Management, LLC
N/A—298,651-298,651-100%$8.6M———
CVA Family Office, LLC
N/A—297,745-297,745-100%$8.6M———
Summit Financial, LLC
N/A—293,988-293,988-100%$8.5M———
JMG Financial Group, Ltd.
N/A—292,779-292,779-100%$8.5M———
Valmark Advisers, Inc.
N/A—291,001-291,001-100%$8.4M———
Elm Partners Management LLC
N/A—288,202-288,202-100%$8.3M———
Mutual Advisors, LLC
N/A—287,862-287,862-100%$8.3M———
Envestnet Portfolio Solutions, Inc.
N/A—282,657-282,657-100%$8.2M———
Ballast Advisors LLC
N/A—281,683-281,683-100%$8.2M———
PNC Financial Services Group, Inc.
N/A—280,851-280,851-100%$8.1M———
Equitable Holdings, Inc.
N/A—277,161-277,161-100%$8.0M———
OneAscent Financial Services LLC
N/A—267,959-267,959-100%$7.8M———
Cardiff Park Advisors, LLC
N/A—266,051-266,051-100%$7.7M———
Maridea Wealth Management LLC
N/A—261,439-261,439-100%$7.6M———
Mairs & Power Inc
N/A—261,246-261,246-100%$7.6M———
Ellevest, Inc.
N/A—258,550-258,550-100%$7.5M———
Wilson & Boucher Capital Management, LLC
N/A—253,826-253,826-100%$7.4M———
Donaldson Capital Management, LLC
N/A—253,497-253,497-100%$7.3M———
Graver Capital Management, LLC
N/A—247,399-247,399-100%$7.2M———
O'shaughnessy Asset Management, LLC
N/A—243,133-243,133-100%$7.0M———
Strategic Financial Concepts, LLC
N/A—240,370-240,370-100%$7.0M———
Seaside Wealth Management, Inc.
N/A—238,748-238,748-100%$6.9M———
Chevy Chase Trust Holdings, LLC
N/A—238,661-238,661-100%$6.9M———
Arax Advisory Partners
N/A—238,396-238,396-100%$6.9M———
Financial Engines Advisors L.L.C.
N/A—233,807-233,807-100%$6.8M———
ProVise Management Group, LLC
N/A—233,313-233,313-100%$6.8M———
Summit Wealth & Retirement Planning, Inc.
N/A—227,501-227,501-100%$6.6M———
One Charles Private Wealth Services, LLC
N/A—225,062-225,062-100%$6.5M———
Brio Consultants, LLC
N/A—224,925-224,925-100%$6.5M———
Blair William & Co
N/A—221,881-221,881-100%$6.4M———
Savvy Advisors, Inc.
N/A—220,998-220,998-100%$6.4M———
Integrated Wealth Concepts LLC
N/A—220,987-220,987-100%$6.4M———
Bawa N Mallick Trust
N/A—218,107-218,107-100%$6.3M———
Main Street Financial Solutions, LLC
N/A—217,367-217,367-100%$6.3M———
Stratos Investment Management, LLC
N/A—217,173-217,173-100%$6.3M———
GeoWealth Management, LLC
N/A—209,667-209,667-100%$6.1M———
Cordant, Inc.
N/A—208,621-208,621-100%$6.0M———
Aspiring Ventures, LLC
N/A—196,461-196,461-100%$5.7M———
Berkshire Asset Management LLC
N/A—194,384-194,384-100%$5.6M———
Chesapeake Wealth Management
N/A—192,369-192,369-100%$5.6M———
Kiley Juergens Wealth Management, LLC
N/A—188,731-188,731-100%$5.5M———
Avant Capital LLC
N/A—187,926-187,926-100%$5.4M———
Wealth Care LLC
N/A—183,961-183,961-100%$5.3M———
Focus Partners Advisor Solutions, LLC
N/A—180,256-180,256-100%$5.2M———
Joule Financial, LLC
N/A—174,664-174,664-100%$5.1M———
Aspire Capital Advisors LLC
N/A—168,788-168,788-100%$4.9M———
Klingenstein Fields & Co LP
N/A—168,123-168,123-100%$4.9M———
Stillwater Private Wealth, LLC
N/A—167,332-167,332-100%$5.0K———
Cozad Asset Management Inc
N/A—166,669-166,669-100%$4.8M———
Midwestern Financial, LLC
N/A—159,235-159,235-100%$4.6M———
IEQ Capital, LLC
N/A—156,331-156,331-100%$4.5M———
WealthCollab, LLC
N/A—151,220-151,220-100%$4.4M———
Atlas Capital Advisors Inc.
N/A—147,900-147,900-100%$4.3M———
Merit Financial Group, LLC
N/A—146,133-146,133-100%$4.2M———
Tortoise Investment Management, LLC
N/A—145,287-145,287-100%$4.2M———
Planning Alternatives LTD
N/A—144,057-144,057-100%$4.2M———
Dakota Wealth Management
N/A—143,620-143,620-100%$4.2M———
TRB Wealth Management, LLC
N/A—140,602-140,602-100%$4.1M———
Daybright Advisory Services, Inc.
N/A—139,705-139,705-100%$4.0M———
CIBC Bancorp USA Inc.
N/A—137,875-137,875-100%$4.0M———
Flatrock Wealth Partners LLC
N/A—137,288-137,288-100%$4.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—136,534-136,534-100%$4.0M———
Silver Oak Advisory Group, Inc.
N/A—134,610-134,610-100%$3.9M———
Smith, Moore & Co.
N/A—134,510-134,510-100%$3.9M———
Global Retirement Partners, LLC
N/A—131,714-131,714-100%$3.8M———
Spreng Capital Management, Inc.
N/A—131,459-131,459-100%$3.8M———
C M Bidwell & Associates LTD
N/A—126,375-126,375-100%$3.7M———
SageView Advisory Group, LLC
N/A—124,386-124,386-100%$3.6M———
Sachetta, LLC
N/A—122,890-122,890-100%$3.6M———
Bank of Montreal
N/A—121,665-121,665-100%$3.5M———
MML Investors Services, LLC
N/A—121,354-121,354-100%$3.5M———
Lowe Brockenbrough & Co Inc
N/A—120,673-120,673-100%$3.5M———
BFC Planning, Inc.
N/A—120,438-120,438-100%$3.5M———
Topsail Wealth Management, LLC
N/A—118,632-118,632-100%$3.4M———
Medallion Wealth Advisors, LLC
N/A—117,410-117,410-100%$3.4M———
Rialto Wealth Management, LLC
N/A—117,236-117,236-100%$3.4M———
Game Plan Financial Advisors, LLC
N/A—116,467-116,467-100%$3.4M———
Ausdal Financial Partners, Inc.
N/A—115,452-115,452-100%$3.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—112,400-112,400-100%$3.3M———
Fiduciary Financial Advisors
N/A—111,756-111,756-100%$3.2M———
RWA Wealth Partners, LLC
N/A—103,832-103,832-100%$3.0M———
American Investment Services, Inc.
N/A—102,887-102,887-100%$3.0M———
Kastel Capital Advisors, LLC
N/A—102,003-102,003-100%$2.6M———
Belpointe Asset Management LLC
N/A—99,503-99,503-100%$2.9M———
Wealthspire Retirement, LLC
N/A—98,506-98,506-100%$2.9M———
Geometric Wealth Advisors
N/A—95,454-95,454-100%$2.8M———
Natixis Advisors, LLC
N/A—93,911-93,911-100%$2.7M———
Holderness Investments Co
N/A—93,310-93,310-100%$2.7M———
BOK Financial Private Wealth, Inc.
N/A—92,997-92,997-100%$2.7M———
Ancora Advisors LLCA
N/A—92,080-92,080-100%$2.7M———
One Capital Management, LLC
N/A—91,802-91,802-100%$2.3M———
FAS Wealth Partners, Inc.
N/A—91,420-91,420-100%$2.6M———
Operose Advisors LLC
N/A—91,306-91,306-100%$2.6M———
Novare Capital Management LLC
N/A—90,796-90,796-100%$2.6M———
Panoramic Investment Advisors, LLC
N/A—89,992-89,992-100%$2.6M———
Callahan Advisors, LLC
N/A—89,990-89,990-100%$2.6M———
Asset Management Group, Inc.
N/A—89,663-89,663-100%$2.6M———
Texas Yale Capital Corp.
N/A—88,351-88,351-100%$2.6M———
Prestige Wealth Management Group LLC
N/A—87,565-87,565-100%$2.5M———
Western Wealth Management, LLC
N/A—85,075-85,075-100%$2.5M———
NewEdge Wealth, LLC
N/A—84,564-84,564-100%$2.4M———
Sanctuary Advisors, LLC
N/A—84,283-84,283-100%$2.4M———
Baird Financial Group, Inc.
N/A—83,415-83,415-100%$2.4M———
Howe & Rusling Inc
N/A—82,584-82,584-100%$2.4M———
Seeds Investor LLC
N/A—81,072-81,072-100%$2.3M———
Glenmede Trust Co NA
N/A—80,938-80,938-100%$2.3M———
Capital Advisors Inc
N/A—80,630-80,630-100%$2.3M———
Weik Capital Management
N/A—79,390-79,390-100%$2.3M———
Curi Capital, LLC
N/A—78,922-78,922-100%$2.3M———
Kera Capital Partners, Inc.
N/A—77,738-77,738-100%$2.3M———
IHT Wealth Management, LLC
N/A—77,631-77,631-100%$2.2M———
Renaissance Technologies LLC
N/A—77,200-77,200-100%$2.2M———
Modus Advisors, LLC
N/A—76,678-76,678-100%$2.2M———
Commerce Bank
N/A—75,010-75,010-100%$2.2M———
Arkadios Wealth Advisors
N/A—74,751-74,751-100%$2.2M———
CacheTech Inc.
N/A—74,350-74,350-100%$2.2M———
Adams Wealth Management
N/A—74,350-74,350-100%$2.2M———
Zions Bancorporation, National Association
N/A—73,728-73,728-100%$2.1M———
Pure Financial Advisors, LLC
N/A—71,742-71,742-100%$2.1M———
World Investment Advisors
N/A—70,598-70,598-100%$1.8M———
Diversified Trust Co
N/A—68,655-68,655-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—68,255-68,255-100%$2.0M———
Fiduciary Group, LLC
N/A—67,973-67,973-100%$2.0M———
Vanguard Advisers Inc
N/A—67,676-67,676-100%$2.0M———
Silver OAK Securities, Incorporated
N/A—67,545-67,545-100%$2.0M———
NorthCoast Asset Management LLC
N/A—67,265-67,265-100%$1.9M———
Range Advisory, LLC
N/A—66,755-66,755-100%$1.9M———
WFA of San Diego, LLC
N/A—66,345-66,345-100%$2.0M———
Bogart Wealth, LLC
N/A—65,639-65,639-100%$1.9M———
Advisory Services Network, LLC
N/A—65,595-65,595-100%$1.9M———
Earned Wealth Advisors, LLC
N/A—64,757-64,757-100%$1.9M———
Foundations Investment Advisors, LLC
N/A—63,600-63,600-100%$1.8M———
Private Advisor Group, LLC
N/A—63,367-63,367-100%$1.8M———
Smartleaf Asset Management LLC
N/A—62,775-62,775-100%$1.8M———
Tolleson Wealth Management, Inc.
N/A—62,668-62,668-100%$1.8M———
BSW Wealth Partners
N/A—62,590-62,590-100%$1.8M———
Independent Advisor Alliance
N/A—61,407-61,407-100%$1.8M———
Everstar Asset Management, LLC
N/A—57,759-57,759-100%$1.7M———
Freestone Capital Holdings, LLC
N/A—57,185-57,185-100%$1.7M———
Brookwood Investment Group LLC
N/A—57,040-57,040-100%$1.7M———
CFO4Life Group, LLC
N/A—56,853-56,853-100%$1.6M———
Composition Wealth, LLC
N/A—56,852-56,852-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—54,881-54,881-100%$1.6M———
Staley Capital Advisers Inc
N/A—54,442-54,442-100%$1.6M———
Westbourne Investments, Inc.
N/A—53,207-53,207-100%$1.5M———
Pasadena Private Wealth, LLC
N/A—52,916-52,916-100%$1.5M———
AE Wealth Management LLC
N/A—52,739-52,739-100%$1.5M———
Klcm Advisors, Inc.
N/A—52,352-52,352-100%$1.5M———
Seascape Capital Management
N/A—50,118-50,118-100%$1.5M———
Osterweis Capital Management Inc
N/A—49,067-49,067-100%$1.4M———
Capital Analysts, LLC
N/A—48,692-48,692-100%$1.4M———
Principal Securities, Inc.
N/A—48,688-48,688-100%$1.4M———
Eaton Financial Holdings Company, LLC
N/A—47,773-47,773-100%$1.4M———
Traction Financial Partners, LLC
N/A—47,335-47,335-100%$1.4M———
Keebeck Wealth Management
N/A—46,983-46,983-100%$1.4M———
Tiemann Investment Advisors, LLC
N/A—46,145-46,145-100%$1.3M———
Ketron Financial
N/A—45,531-45,531-100%$1.3M———
Tidal Investments LLC
N/A—45,100-45,100-100%$1.3M———
Oakwell Private Wealth Management, LLC
N/A—43,541-43,541-100%$1.3M———
SVB Wealth LLC
N/A—42,278-42,278-100%$1.2M———
Hamilton Wealth, LLC
N/A—42,246-42,246-100%$1.2M———
Miller Capital Partners, Inc.
N/A—39,423-39,423-100%$1.1M———
Pinnacle Family Advisors, LLC
N/A—38,360-38,360-100%$1.1M———
Waterloo Capital, L.P.
N/A—38,258-38,258-100%$1.1M———
BlueStem Wealth Partners, LLC
N/A—38,198-38,198-100%$1.1M———
Nuveen, LLC
N/A—37,819-37,819-100%$1.1M———
Advisory Alpha, LLC
N/A—37,133-37,133-100%$1.1M———
Phocas Financial Corp.
N/A—36,417-36,417-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—35,914-35,914-100%$1.0M———
Westmount Partners, LLC
N/A—35,593-35,593-100%$1.0M———
Wealthgarden F.S. LLC
N/A—35,074-35,074-100%$1.0M———
Snowden Capital Advisors LLC
N/A—34,926-34,926-100%$1.0M———
Aegis Wealth Management LLC
N/A—34,646-34,646-100%$1.0M———
Next Capital Management LLC
N/A—34,620-34,620-100%$1.0M———
NorthRock Partners, LLC
N/A—34,542-34,542-100%$1.0M———
Monograph Wealth Advisors, LLC
N/A—34,485-34,485-100%$998.7K———
Franklin Resources Inc
N/A—34,300-34,300-100%$993.3K———
Mission Creek Capital Partners, Inc.
N/A—34,275-34,275-100%$992.6K———
Tower Research Capital LLC (TRC)
N/A—34,204-34,204-100%$990.5K———
Mason & Associates Inc
N/A—34,140-34,140-100%$988.7K———
Indie Asset Partners, LLC
N/A—33,858-33,858-100%$980.5K———
One Wealth Management Investment & Advisory Services, LLC
N/A—32,709-32,709-100%$947.3K———
Geneos Wealth Management Inc.
N/A—32,553-32,553-100%$942.7K———
Cornerstone Advisors Asset Management, LLC
N/A—32,164-32,164-100%$931.5K———
LaSalle St. Investment Advisors, LLC
N/A—31,788-31,788-100%$920.6K———
Federation des caisses Desjardins du Quebec
N/A—31,470-31,470-100%$911.1K———
Stratos Wealth Partners, Ltd.
N/A—30,875-30,875-100%$894.1K———
Fisher Asset Management, LLC
N/A—30,562-30,562-100%$885.1K———
Ironwood Investment Counsel, LLC
N/A—30,541-30,541-100%$884.5K———
Rehmann Capital Advisory Group
N/A—30,390-30,390-100%$880.1K———
Orion Porfolio Solutions, LLC
N/A—30,292-30,292-100%$877.3K———
Callan Family Office, LLC
N/A—30,000-30,000-100%$868.8K———
Hills Bank & Trust Co
N/A—30,000-30,000-100%$868.8K———
Bowie Capital Management, LLC
N/A—30,000-30,000-100%$868.8K———
Horizon Investment Services, LLC
N/A—29,578-29,578-100%$856.6K———
OneAscent Wealth Management LLC
N/A—29,445-29,445-100%$852.7K———
GatePass Capital, LLC
N/A—29,167-29,167-100%$844.7K———
Crewe Advisors LLC
N/A—29,076-29,076-100%$842.0K———
Huntington National Bank
N/A—28,391-28,391-100%$822.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—28,315-28,315-100%$820.0K———
Bantamac Capital, LLC
N/A—28,200-28,200-100%$816.7K———
Marquette Associates, Inc.
N/A—27,896-27,896-100%$807.9K———
Muirfield Wealth Advisors LLC
N/A—26,585-26,585-100%$769.9K———
Heritage Trust Co
N/A—26,110-26,110-100%$756.1K———
Clearstead Advisors, LLC
N/A—25,506-25,506-100%$738.7K———
Greenline Partners, LLC
N/A—25,176-25,176-100%$729.1K———
EWA, LLC
N/A—25,037-25,037-100%$725.1K———
Bridgewater Advisors Inc.
N/A—24,728-24,728-100%$723.8K———
Cahill Financial Advisors Inc
N/A—24,379-24,379-100%$706.0K———
Reliant Wealth Planning
N/A—24,003-24,003-100%$695.1K———
Rollins Financial Advisors, LLC
N/A—23,877-23,877-100%$691.5K———
Foster & Motley Inc
N/A—23,193-23,193-100%$672.0K———
Kingsview Wealth Management, LLC
N/A—22,988-22,988-100%$665.7K———
Capstone Financial Advisors, Inc.
N/A—22,880-22,880-100%$662.6K———
Pgim Custom Harvest LLC
N/A—22,570-22,570-100%$653.6K———
Tandem Wealth Advisors LLC
N/A—22,524-22,524-100%$652.3K———
Custos Family Office, LLC
N/A—22,503-22,503-100%$651.7K———
Kilner Capital Advisors, LLC
N/A—22,286-22,286-100%$648.3K———
Mayflower Financial Advisors, LLC
N/A—21,939-21,939-100%$635.4K———
Susquehanna International Group, LLP
N/A—21,880-21,880-100%$633.6K———
Prepared Retirement Institute LLC
N/A—21,795-21,795-100%$631.2K———
Faithward Advisors, LLC
N/A—21,788-21,788-100%$631.0K———
Cambria Investment Management, L.P.
N/A—21,749-21,749-100%$629.9K———
Empowered Funds, LLC
N/A—21,749-21,749-100%$629.9K———
Waterford Advisors, LLC
N/A—21,744-21,744-100%$629.7K———
Argent Trust Co
N/A—21,636-21,636-100%$626.6K———
Sovereign Financial Group, Inc.
N/A—21,492-21,492-100%$622.4K———
Centric Wealth Management
N/A—21,359-21,359-100%$592.1K———
Hirtle & Co., LLC
N/A—21,347-21,347-100%$618.2K———
Broadleaf Partners, LLC
N/A—21,055-21,055-100%$609.8K———
Keener Financial Planning LLC
N/A—21,006-21,006-100%$608.0K———
SouthState Bank Corp
N/A—20,314-20,314-100%$588.3K———
AF Advisors, Inc.
N/A—20,256-20,256-100%$586.6K———
Northstar Financial Companies, Inc.
N/A—19,975-19,975-100%$578.5K———
Seneca House Advisors
N/A—19,788-19,788-100%$573.1K———
Morris Financial Concepts, Inc.
N/A—19,691-19,691-100%$570.3K———
Legacy Capital Wealth Management, LLC
N/A—19,341-19,341-100%$560.1K———
Baldwin Investment Management, LLC
N/A—19,212-19,212-100%$556.4K———
Anchor Investment Management, LLC
N/A—19,086-19,086-100%$552.7K———
Gilbert & Cook, Inc.
N/A—18,979-18,979-100%$549.6K———
Atlantic Union Bankshares Corp
N/A—18,147-18,147-100%$525.6K———
Strategic Wealth Partners, Ltd.
N/A—18,126-18,126-100%$524.9K———
Royal Capital Wealth Management, LLC
N/A—18,101-18,101-100%$524.2K———
Naviter Wealth, LLC
N/A—18,024-18,024-100%$522.0K———
Two Sigma Investments, LP
N/A—17,700-17,700-100%$512.6K———
Lakeridge Wealth Management LLC
N/A—17,680-17,680-100%$512.0K———
SEI Investments Co
N/A—17,629-17,629-100%$510.5K———
Ameritas Advisory Services, LLC
N/A—17,576-17,576-100%$509.0K———
Stonebridge Capital Advisors LLC
N/A—17,063-17,063-100%$494.1K———
Nwam LLC
N/A—17,048-17,048-100%$493.7K———
American Money Management, LLC
N/A—16,800-16,800-100%$486.5K———
Fiducient Advisors LLC
N/A—16,772-16,772-100%$485.7K———
Cary Street Partners Financial LLC
N/A—16,557-16,557-100%$479.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—16,544-16,544-100%$479.1K———
Resolute Advisors LLC
N/A—16,515-16,515-100%$478.3K———
Trevian Wealth Management LLC
N/A—16,490-16,490-100%$477.6K———
Front Row Advisors LLC
N/A—16,475-16,475-100%$490.8K———
First Manhattan Co. Llc.
N/A—16,390-16,390-100%$474.7K———
Coldstream Capital Management Inc
N/A—16,047-16,047-100%$464.7K———
Neuberger Berman Group LLC
N/A—15,992-15,992-100%$463.1K———
Mosaic Family Wealth Partners, LLC
N/A—15,846-15,846-100%$458.9K———
Barnes Wealth Management Group, Inc
N/A—15,822-15,822-100%$458.2K———
Aspen Capital Management, LLC
N/A—15,463-15,463-100%$447.8K———
PFG Investments, LLC
N/A—15,447-15,447-100%$447.3K———
Steffes Financial, Ltd.
N/A—15,422-15,422-100%$446.6K———
Broadview Financial Management, LLC
N/A—15,362-15,362-100%$444.9K———
Ground Swell Capital, LLC
N/A—15,359-15,359-100%$444.8K———
Van Hulzen Asset Management, LLC
N/A—15,050-15,050-100%$435.8K———
Fairview Capital Investment Management, LLC
N/A—14,984-14,984-100%$433.9K———
Regal Investment Advisors LLC
N/A—14,888-14,888-100%$431.2K———
New Republic Capital, LLC
N/A—14,783-14,783-100%$428.1K———
Vickerman Investment Advisors, Inc.
N/A—14,745-14,745-100%$427.0K———
Capital Group Private Client Services, Inc.
N/A—14,500-14,500-100%$419.9K———
Founders Financial Alliance, LLC
N/A—14,465-14,465-100%$418.9K———
CreativeOne Wealth, LLC
N/A—14,365-14,365-100%$416.0K———
Hardy Reed LLC
N/A—14,351-14,351-100%$415.6K———
Disciplined Investments, LLC
N/A—14,334-14,334-100%$415.1K———
Per Stirling Capital Management, Llc.
N/A—14,329-14,329-100%$415.0K———
J Hagan Capital, Inc.
N/A—14,288-14,288-100%$413.8K———
Somerset Group LLC
N/A—14,265-14,265-100%$416.3K———
SHP Wealth Management
N/A—14,172-14,172-100%$410.4K———
Guardian Wealth Advisors, LLC / NC
N/A—14,018-14,018-100%$405.9K———
Expressive Wealth LLC
N/A—13,865-13,865-100%$401.5K———
Mayport, LLC
N/A—13,698-13,698-100%$396.7K———
Cvfg LLC
N/A—13,686-13,686-100%$396.3K———
Tudor Investment Corp ET AL
N/A—13,679-13,679-100%$396.1K———
Redwood Investment Management, LLC
N/A—13,538-13,538-100%$392.0K———
TFO Wealth Partners, LLC
N/A—13,446-13,446-100%$389.4K———
Pacific SUN Financial Corp
N/A—13,440-13,440-100%$389.2K———
Berger Financial Group, Inc
N/A—13,198-13,198-100%$382.2K———
Generations Wealth, LLC
N/A—12,911-12,911-100%$373.9K———
American Financial Advisors, LLC
N/A—12,866-12,866-100%$372.6K———
Choate Investment Advisors
N/A—12,630-12,630-100%$365.8K———
McCartney Wealth Management LLC
N/A—12,575-12,575-100%$364.2K———
Glassman Wealth Services
N/A—12,564-12,564-100%$363.9K———
Dravo BAY LLC
N/A—12,411-12,411-100%$359.4K———
Silvercrest Asset Management Group LLC
N/A—12,257-12,257-100%$355.0K———
Rock Point Advisors, LLC
N/A—12,243-12,243-100%$354.6K———
Alaska Wealth Advisors, LLC
N/A—11,988-11,988-100%$347.2K———
Claris Advisors, LLC / MO /
N/A—11,916-11,916-100%$345.1K———
OneAscent Investment Solutions LLC
N/A—11,914-11,914-100%$345.0K———
Team Hewins, LLC
N/A—11,745-11,745-100%$340.1K———
Advisors Capital Management, LLC
N/A—11,733-11,733-100%$339.8K———
Venturi Wealth Management, LLC
N/A—11,700-11,700-100%$338.8K———
QRG Capital Management, Inc.
N/A—11,657-11,657-100%$337.6K———
Carter Financial, LLC
N/A—11,484-11,484-100%$332.6K———
Brown Brothers Harriman & Co
N/A—11,410-11,410-100%$330.4K———
Robinhood Asset Management, LLC
N/A—11,409-11,409-100%$330.4K———
Signal Tree Financial Partners LLC
N/A—10,900-10,900-100%$315.7K———
Verity Wealth Advisors
N/A—10,620-10,620-100%$307.6K———
Bleakley Financial Group, LLC
N/A—10,574-10,574-100%$306.2K———
Orion Capital Management LLC
N/A—10,558-10,558-100%$305.8K———
Everest Financial Group LLC
N/A—10,460-10,460-100%$302.9K———
ATLas Financial Planning LLC
N/A—10,445-10,445-100%$302.5K———
Planning Center, Inc.
N/A—10,431-10,431-100%$302.1K———
Napier Financial, LLC
N/A—10,428-10,428-100%$302.0K———
NerdWallet Wealth Partners, LLC
N/A—10,346-10,346-100%$299.6K———
Auxano Advisors, LLC
N/A—10,266-10,266-100%$297.3K———
MJP Associates Inc
N/A—10,204-10,204-100%$295.5K———
HC Advisors, LLC
N/A—10,188-10,188-100%$295.0K———
Wealthquest Corp
N/A—10,170-10,170-100%$294.5K———
5T Wealth, LLC
N/A—10,124-10,124-100%$293.2K———
Stephens Inc
N/A—10,083-10,083-100%$292.0K———
Flputnam Investment Management Co
N/A—9,971-9,971-100%$288.8K———
Liberty Wealth Management LLC
N/A—9,967-9,967-100%$250.2K———
UMB Bank, n.a.
N/A—9,900-9,900-100%$286.7K———
Ruggaard & Associates LLC
N/A—9,885-9,885-100%$286.3K———
FPC Investment Advisory, Inc.
N/A—9,870-9,870-100%$283.8K———
Cauble & Harre Wealth Management, Inc.
N/A—9,869-9,869-100%$285.8K———
Level Four Advisory Services, LLC
N/A—9,800-9,800-100%$283.8K———
KilterHowling LLC
N/A—9,783-9,783-100%$283.3K———
Main Management LLC
N/A—9,660-9,660-100%$280.0K———
Alley Investment Management Company, LLC
N/A—9,566-9,566-100%$277.0K———
Keel Point, LLC
N/A—9,520-9,520-100%$275.7K———
Vawter Financial, Ltd.
N/A—9,425-9,425-100%$272.9K———
Wick Capital Partners, LLC
N/A—9,354-9,354-100%$270.9K———
Round Rock Advisors LLC
N/A—9,158-9,158-100%$265.2K———
Schnieders Capital Management, Llc.
N/A—9,150-9,150-100%$265.0K———
Francis Financial, Inc.
N/A—9,029-9,029-100%$261.5K———
Aspen Grove Capital, LLC
N/A—8,963-8,963-100%$259.6K———
Whittier Trust Co of Nevada Inc
N/A—8,960-8,960-100%$259.3K———
Pacific Point Advisors, LLC
N/A—8,903-8,903-100%$257.8K———
Falcon Wealth Planning
N/A—8,902-8,902-100%$257.8K———
Alpine Global Management, LLC
N/A—8,450-8,450-100%$244.7K———
Russell Investments Group, Ltd.
N/A—8,438-8,438-100%$244.4K———
Strive Financial Group,LLC
N/A—8,401-8,401-100%$243.3K———
BlackDiamond Wealth Management, LLC
N/A—8,376-8,376-100%$250.2K———
Becker Capital Management Inc
N/A—8,340-8,340-100%$241.5K———
Summitpoint Capital Management
N/A—8,321-8,321-100%$241.0K———
Brand Asset Management Group, Inc.
N/A—8,219-8,219-100%$238.0K———
Tower Bridge Advisors
N/A—8,200-8,200-100%$237.5K———
Prosperity Consulting Group, LLC
N/A—8,043-8,043-100%$232.9K———
Bridges Investment Management Inc
N/A—8,016-8,016-100%$232.1K———
National Philanthropic Trust
N/A—8,003-8,003-100%$231.8K———
FSB Premier Wealth Management, Inc.
N/A—7,979-7,979-100%$231.1K———
Thoroughbred Financial Services, LLC
N/A—7,902-7,902-100%$228.0K———
Tidemark, LLC
N/A—7,885-7,885-100%$228.4K———
Prasad Wealth Partners, LLC
N/A—7,836-7,836-100%$226.9K———
Mission Hills Financial Advisory, LLC
N/A—7,814-7,814-100%$226.3K———
Pinnacle Financial Partners, Inc.
N/A—7,777-7,777-100%$225.2K———
Ellenbecker Investment Group
N/A—7,716-7,716-100%$223.5K———
Elite Life Management LLC
N/A—7,695-7,695-100%$228.8K———
Whittier Trust Co
N/A—7,595-7,595-100%$220.9K———
Quantum Capital Management, LLC / NJ
N/A—7,593-7,593-100%$219.9K———
Houlihan Financial Resource Group, Ltd.
N/A—7,592-7,592-100%$219.9K———
Sykon Capital LLC
N/A—7,484-7,484-100%$216.7K———
Triton Financial Group Inc
N/A—7,362-7,362-100%$213.2K———
Vident Advisory, LLC
N/A—7,359-7,359-100%$213.1K———
Red Wave Investments LLC
N/A—7,351-7,351-100%$212.9K———
First Financial Bankshares Inc
N/A—7,266-7,266-100%$210.4K———
Synergy Financial Group, LTD
N/A—7,168-7,168-100%$207.6K———
Noble Wealth Partners LLC
N/A—7,159-7,159-100%$207.3K———
17 Capital Partners, LLC
N/A—7,104-7,104-100%$205.7K———
Wealth Management Strategies, Inc.
N/A—7,024-7,024-100%$203.4K———
Carson Advisory Inc.
N/A—7,000-7,000-100%$202.7K———
Qube Research & Technologies Ltd
N/A—6,081-6,081-100%$176.1K———
Hollencrest Capital Management
N/A—6,075-6,075-100%$175.9K———
Schrum Private Wealth Management LLC
N/A—5,950-5,950-100%$374.1K———
Hantz Financial Services, Inc.
N/A—5,379-5,379-100%$156.0K———
Providence Capital Advisors, LLC
N/A—5,339-5,339-100%$154.6K———
Wellington Grp LLC
N/A—5,187-5,187-100%$130.2K———
PFC Capital Group, Inc.
N/A—4,989-4,989-100%$144.0K———
Raffa Wealth Management, LLC
N/A—4,974-4,974-100%$144.0K———
Quent Capital, LLC
N/A—4,695-4,695-100%$136.0K———
Continuum Advisory, LLC
N/A—4,386-4,386-100%$127.0K———
Leo H. Evart, Inc.
N/A—4,044-4,044-100%$117.1K———
Ameriflex Group, Inc.
N/A—4,037-4,037-100%$116.9K———
Tiaa Wealth Investment Management LLC
N/A—3,183-3,183-100%$91.4K———
Strategic Investment Solutions, Inc.
N/A—3,080-3,080-100%$89.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,050-3,050-100%$88.3K———
Frazier Financial Advisors, LLC
N/A—2,864-2,864-100%$82.9K———
HM Payson & Co
N/A—2,841-2,841-100%$82.3K———
Glen Eagle Advisors, LLC
N/A—2,747-2,747-100%$79.6K———
GW&K Investment Management, LLC
N/A—2,681-2,681-100%$78.0K———
HighMark Wealth Management LLC
N/A—2,591-2,591-100%$75.0K———
WealthShield Partners, LLC
N/A—2,469-2,469-100%$71.5K———
NWK Group, Inc.
N/A—2,254-2,254-100%$65.3K———
Dunhill Financial, LLC
N/A—2,240-2,240-100%$64.9K———
Godfrey Financial Associates, Inc.
N/A—1,935-1,935-100%$56.0K———
Oxford Financial Group, Ltd. LLC
N/A—1,775-1,775-100%$51.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,474-1,474-100%$42.7K———
Basepoint Wealth LLC
N/A—1,449-1,449-100%$42.0K———
Integrity Financial Corp
N/A—1,427-1,427-100%$41.3K———
Transamerica Financial Advisors, LLC
N/A—1,394-1,394-100%$40.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,271-1,271-100%$36.8K———
Keating Financial Advisory Services, Inc.
N/A—1,194-1,194-100%$34.6K———
Aberdeen Wealth Management LLC
N/A—1,176-1,176-100%$34.1K———
Financial Life Planners
N/A—1,070-1,070-100%$31.0K———
Millstone Evans Group, LLC
N/A—992-992-100%$28.7K———
Synergy Investment Management, LLC
N/A—963-963-100%$27.9K———
Rothschild Investment LLC
N/A—914-914-100%$26.5K———
Private Wealth Asset Management, LLC
N/A—876-876-100%$25.4K———
Oakmont Advisory Group, LLC
N/A—874-874-100%$25.3K———
Steigerwald, Gordon & Koch Inc.
N/A—782-782-100%$22.6K———
Ameritas Investment Partners, Inc.
N/A—753-753-100%$21.8K———
Beaird Harris Wealth Management, LLC
N/A—750-750-100%$21.7K———
Evolution Advisers, Inc.
N/A—657-657-100%$19.0K———
Kilter Group LLC
N/A—582-582-100%$16.9K———
Aventura Private Wealth, LLC
N/A—570-570-100%$16.5K———
IFG Advisory, LLC
N/A—545-545-100%$15.8K———
Regatta Research & Money Management
N/A—500-500-100%$14.5K———
Wiser Advisor Group LLC
N/A—469-469-100%$13.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—453-453-100%$13.1K———
Bellevue Asset Management, LLC
N/A—420-420-100%$12.2K———
PlanVest Financial, Inc
N/A—414-414-100%$12.0K———
Caldwell Sutter Capital, Inc.
N/A—408-408-100%$11.8K———
Pinney & Scofield, Inc.
N/A—391-391-100%$11.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—316-316-100%$9.2K———
Bernard Wealth Management Corp.
N/A—239-239-100%$6.9K———
Kiker Wealth Management, LLC
N/A—236-236-100%$6.8K———
Delta Asset Management LLC
N/A—205-205-100%$5.9K———
Hamrick Investment Counsel, llc
N/A—168-168-100%$4.9K———
Atomic Invest LLC
N/A—167-167-100%$4.8K———
Winch Advisory Services, LLC
N/A—161-161-100%$5.1K———
Mcguire Capital Advisors Inc
N/A—141-141-100%$4.1K———
Walsh & Associates, LLC
N/A—84-84-100%$2.4K———
N.E.W. Advisory Services LLC
N/A—60-60-100%$1.7K———
Bessemer Group Inc
N/A—49-49-100%$1———
Meramec Financial Planners, LLC
N/A—44-44-100%$1.3K———
Financial Gravity Companies, Inc.
N/A—33-33-100%$956———
Truvestments Capital LLC
N/A—8-8-100%$232———
Highland Investment Advisors LLC
N/A—4-4-100%$117———
Showing 1458 of 1458 institutions