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Schwab US Large-Cap ETF (SCHX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
DECREASED
Shares167,839,979 from 172,215,422
Change-4,375,443 (-3%)
Value$5.0B (-$33.1M)
Filed 2026-11-05
Creative Planning
DECREASED
Shares80,700,378 from 81,513,814
Change-813,436 (-1%)
Value$2.4B (+$22.1M)
Filed 2026-11-02
Sage Financial Group Inc
DECREASED
Shares22,826,110 from 23,002,052
Change-175,942 (-1%)
Value$684.8M (+$7.8M)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares19,381,801 from 18,816,940
Change+564,861 (+3%)
Value$581.5M (+$27.7M)
Filed 2026-10-19
Fund Evaluation Group, LLC
INCREASED
Shares15,411,264 from 8,405,541
Change+7,005,723 (+83%)
Value$462.3M (+$215.0M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,380,196 from 11,231,423
Change+148,773 (+1%)
Value$346.8M (+$12.7M)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares11,188,760 from 10,922,591
Change+266,169 (+2%)
Value$335.7M (+$14.2M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,218,139 from 8,704,919
Change-486,780 (-6%)
Value$246.5M (-$9.6M)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,993,584 from 7,904,940
Change+88,644 (+1%)
Value$239.8M (+$7.2M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares7,460,996 from 5,939,378
Change+1,521,618 (+26%)
Value$223.8M (+$49.0M)
Filed 2026-10-08
Vantagepoint Investment Advisers LLC
DECREASED
Shares7,250,850 from 7,333,245
Change-82,395 (-1%)
Value$217.5M (+$1.7M)
Filed 2026-10-26
SigFig Wealth Management, LLC
INCREASED
Shares6,835,181 from 2,091,615
Change+4,743,566 (+227%)
Value$205.1M (+$144.0M)
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares6,324,420 from 6,626,112
Change-301,692 (-5%)
Value$189.7M (-$5.3M)
Filed 2026-10-21
Financial Consulate, Inc
DECREASED
Shares5,233,659 from 5,266,972
Change-33,313 (-1%)
Value$157.0M (+$2.0M)
Filed 2026-10-23
BlueSky Wealth Advisors, LLC
DECREASED
Shares4,725,791 from 4,853,947
Change-128,156 (-3%)
Value$141.8M (-$1.1M)
Filed 2026-10-29
Orgel Wealth Management, LLC
DECREASED
Shares4,649,120 from 4,658,623
Change-9,503 (0%)
Value$139.5M (+$2.4M)
Filed 2026-10-14
Steele Capital Management, Inc.
INCREASED
Shares4,138,748 from 4,110,047
Change+28,701 (+1%)
Value$124.3M (+$3.2M)
Filed 2026-11-02
FSA Investment Group, LLC
INCREASED
Shares4,079,255 from 4,058,096
Change+21,159 (+1%)
Value$122.4M (+$2.9M)
Filed 2026-10-07
Evermay Wealth Management LLC
DECREASED
Shares4,078,421 from 4,135,021
Change-56,600 (-1%)
Value$122.4M (+$659.0K)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares3,880,230 from 3,709,621
Change+170,609 (+5%)
Value$116.4M (+$7.2M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares3,651,136 from 3,146,255
Change+504,881 (+16%)
Value$109.5M (+$16.9M)
Filed 2026-10-23
Charles Schwab Trust Co
DECREASED
Shares3,593,114 from 4,238,294
Change-645,180 (-15%)
Value$107.8M (-$16.9M)
Filed 2026-10-15
Sims Investment Management, LLC
INCREASED
Shares3,378,656 from 3,349,904
Change+28,752 (+1%)
Value$101.4M (+$2.8M)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares2,957,194 from 3,302,982
Change-345,788 (-10%)
Value$88.7M (-$8.5M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,892,536 from 2,837,324
Change+55,212 (+2%)
Value$86.8K (-$83.4M)
Filed 2026-11-02
Standpoint Asset Management, LLC
INCREASED
Shares2,764,500 from 2,564,300
Change+200,200 (+8%)
Value$82.9M (+$7.5M)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED
Shares2,631,112 from 2,684,047
Change-52,935 (-2%)
Value$78.9M (-$594.9K)
Filed 2026-10-28
Alliance Wealth Management Group
DECREASED
Shares2,180,894 from 2,222,715
Change-41,821 (-2%)
Value$65.4M (+$12.3K)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares2,180,894 from 2,222,715
Change-41,821 (-2%)
Value$65.4M (+$12.3K)
Filed 2026-10-23
Valley National Advisers Inc
INCREASED
Shares2,166,913 from 2,110,527
Change+56,386 (+3%)
Value$65.0M (+$2.9M)
Filed 2026-10-23
Legacy Wealth Management, LLC
INCREASED
Shares2,165,527 from 2,158,489
Change+7,038 (+0%)
Value$65.0M (+$1.4M)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,110,480 from 2,101,313
Change+9,167 (+0%)
Value$63.3M (+$1.5M)
Filed 2026-10-13
Financial Management Professionals, Inc.
INCREASED
Shares2,073,918 from 2,059,466
Change+14,452 (+1%)
Value$62.2M (+$1.6M)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares2,026,896 from 1,926,721
Change+100,175 (+5%)
Value$60.6M (+$4.5M)
Filed 2026-10-27
Appleton Partners Inc
INCREASED
Shares1,875,651 from 1,863,107
Change+12,544 (+1%)
Value$56.3K (-$54.8M)
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares1,852,649 from 1,845,188
Change+7,461 (+0%)
Value$55.6M (+$1.3M)
Filed 2026-11-04
Bangor Savings Bank
DECREASED
Shares1,840,777 from 2,083,081
Change-242,304 (-12%)
Value$55.2M (-$6.1M)
Filed 2026-10-06
Richardson Capital Management LLC
INCREASED
Shares1,818,171 from 1,791,575
Change+26,596 (+1%)
Value$54.5M (+$1.8M)
Filed 2026-10-23
RKL Wealth Management LLC
DECREASED
Shares1,808,702 from 1,839,227
Change-30,525 (-2%)
Value$54.3M (+$132.6K)
Filed 2026-10-16
Fortress Financial Group, LLC
INCREASED
Shares1,723,919 from 1,613,952
Change+109,967 (+7%)
Value$51.7M (+$4.2M)
Filed 2026-10-21
Courage Miller Partners, LLC
DECREASED
Shares1,705,341 from 1,731,183
Change-25,842 (-1%)
Value$51.2M (+$211.5K)
Filed 2026-10-21
Fidelis iM, LLC
DECREASED
Shares1,619,576 from 1,620,780
Change-1,204 (0%)
Value$48.6M (+$887.7K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,512,293 from 1,559,413
Change-47,120 (-3%)
Value$45.4M (-$524.7K)
Filed 2026-10-21
Pinkerton Wealth, LLC
INCREASED
Shares1,480,770 from 1,421,061
Change+59,709 (+4%)
Value$44.4M (+$8.0M)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares1,468,735 from 1,434,875
Change+33,860 (+2%)
Value$44.3M (+$1.8M)
Filed 2026-10-21
Matrix Trust Co
DECREASED
Shares1,463,791 from 1,464,818
Change-1,027 (0%)
Value$43.9K (+$804)
Filed 2026-10-07
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,460,698 from 1,434,461
Change+26,237 (+2%)
Value$43.8M (+$1.6M)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares1,449,840 from 106,904
Change+1,342,936 (+1256%)
Value$44.4M (+$41.2M)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares1,423,205 from 1,354,713
Change+68,492 (+5%)
Value$42.7M (+$2.8M)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares1,404,917 from 1,309,369
Change+95,548 (+7%)
Value$42.1M (+$8.6M)
Filed 2026-10-29
Valicenti Advisory Services Inc
DECREASED
Shares1,399,981 from 1,428,237
Change-28,256 (-2%)
Value$42.0K (-$34)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,399,592 from 1,463,705
Change-64,113 (-4%)
Value$42.0M (-$1.1M)
Filed 2026-10-23
D.B. Root & Company, LLC
DECREASED
Shares1,397,618 from 1,450,411
Change-52,793 (-4%)
Value$41.9M (-$757.1K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares1,392,945 from 371,227
Change+1,021,718 (+275%)
Value$41.8M (+$30.9M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,387,521 from 1,418,231
Change-30,710 (-2%)
Value$41.6M (-$112.9K)
Filed 2026-11-03
St. Louis Trust Co
UNCHANGED
Shares1,328,539 from 1,328,539
Change0 (0%)
Value$39.9M (+$33.2M)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares1,320,207 from 1,375,086
Change-54,879 (-4%)
Value$39.6M (-$862.6K)
Filed 2026-10-28
Gleason Group, Inc.
INCREASED
Shares1,284,526 from 1,264,394
Change+20,132 (+2%)
Value$38.5M (+$1.3M)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares1,269,266 from 1,317,599
Change-48,333 (-4%)
Value$38.1M (-$699.0K)
Filed 2026-10-22
Powers Advisory Group, LLC
INCREASED
Shares1,239,489 from 1,198,097
Change+41,392 (+3%)
Value$37.2M (+$1.9M)
Filed 2026-10-14
HRC Wealth Management, LLC
DECREASED
Shares1,237,342 from 1,243,601
Change-6,259 (0%)
Value$37.1M (+$521.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares1,214,457 from 1,414,749
Change-200,292 (-14%)
Value$36.4M (-$5.2M)
Filed 2026-11-02
Ashford Advisors, LLC
DECREASED
Shares1,192,931 from 1,297,442
Change-104,511 (-8%)
Value$35.8M (-$2.4M)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
DECREASED
Shares1,176,357 from 1,198,819
Change-22,462 (-2%)
Value$35.3M (+$9.5K)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares1,156,756 from 1,142,534
Change+14,222 (+1%)
Value$34.7M (+$1.1M)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,100,655 from 1,053,827
Change+46,828 (+4%)
Value$33.0M (+$2.0M)
Filed 2026-10-27
Gordian Advisors LLC
DECREASED
Shares1,088,031 from 1,098,792
Change-10,761 (-1%)
Value$32.6M (+$303.5K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares1,016,496 from 1,040,628
Change-24,132 (-2%)
Value$30.5M (-$130.8K)
Filed 2026-11-04
Milestone Investment Advisors LLC
DECREASED
Shares978,668 from 1,001,568
Change-22,900 (-2%)
Value$29.4M (-$116.1K)
Filed 2026-11-05
Salem Investment Counselors Inc
INCREASED
Shares971,202 from 957,478
Change+13,724 (+1%)
Value$29.1M (+$957.5K)
Filed 2026-10-13
St. Johns Investment Management Company, LLC
DECREASED
Shares960,992 from 1,003,234
Change-42,242 (-4%)
Value$28.8M (-$695.4K)
Filed 2026-10-30
Essex LLC
DECREASED
Shares943,302 from 946,412
Change-3,110 (0%)
Value$28.3M (+$446.2K)
Filed 2026-10-14
GEN Financial Management, Inc.
DECREASED
Shares922,980 from 936,352
Change-13,372 (-1%)
Value$27.7M (+$132.5K)
Filed 2026-10-13
Manchester Financial Inc
INCREASED
Shares907,432 from 904,481
Change+2,951 (+0%)
Value$27.2M (+$604.1K)
Filed 2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares897,386 from 879,414
Change+17,972 (+2%)
Value$26.9M (+$1.0M)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares879,269 from 866,847
Change+12,422 (+1%)
Value$26.4M (+$866.8K)
Filed 2026-10-29
Compass Financial Group, Inc
INCREASED
Shares877,756 from 338,499
Change+539,257 (+159%)
Value$26.3M (+$16.4M)
Filed 2026-10-13
Embree Financial Group
DECREASED
Shares874,745 from 1,076,820
Change-202,075 (-19%)
Value$26.2M (-$5.4M)
Filed 2026-10-22
WBH Advisory Inc
INCREASED
Shares870,865 from 835,375
Change+35,490 (+4%)
Value$26.1M (+$1.5M)
Filed 2026-11-05
Investors Research Corp
INCREASED
Shares851,421 from 780,944
Change+70,477 (+9%)
Value$25.5M (+$2.6M)
Filed 2026-10-07
Sprinkle Financial Consultants LLC
INCREASED
Shares832,529 from 826,262
Change+6,267 (+1%)
Value$25.0M (+$659.1K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares831,851 from 817,494
Change+14,357 (+2%)
Value$25.0M (+$896.7K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares816,842 from 808,077
Change+8,765 (+1%)
Value$24.5M (+$723.5K)
Filed 2026-10-26
MFA Wealth Advisors, LLC
INCREASED
Shares808,937 from 806,137
Change+2,800 (+0%)
Value$24.3M (+$543.5K)
Filed 2026-10-07
White & Co Financial Planning Inc
DECREASED
Shares796,255 from 815,684
Change-19,429 (-2%)
Value$20.4M (-$3.6M)
Filed 2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares795,823 from 794,508
Change+1,315 (+0%)
Value$23.9M (+$492.3K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares789,539 from 756,568
Change+32,971 (+4%)
Value$23.7M (+$1.4M)
Filed 2026-10-16
Family Legacy Financial Solutions, LLC
INCREASED
Shares784,296 from 759,646
Change+24,650 (+3%)
Value$23.5M (+$1.2M)
Filed 2026-10-07
Provident Wealth Management, LLC
DECREASED
Shares775,958 from 1,065,680
Change-289,722 (-27%)
Value$23.3M (-$8.1M)
Filed 2026-10-20
Black Diamond Financial, LLC
DECREASED
Shares769,122 from 783,753
Change-14,631 (-2%)
Value$23.1M (+$7.8K)
Filed 2026-10-26
Hengehold Capital Management LLC
DECREASED
Shares769,108 from 776,436
Change-7,328 (-1%)
Value$23.1M (+$222.7K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares763,149 from 775,110
Change-11,961 (-2%)
Value$22.9M (+$83.0K)
Filed 2026-10-29
Sheets Smith Wealth Management
INCREASED
Shares739,057 from 724,506
Change+14,551 (+2%)
Value$22.2M (+$849.5K)
Filed 2026-10-16
Asset Allocation Strategies LLC
DECREASED
Shares735,418 from 889,541
Change-154,123 (-17%)
Value$22.1M (-$4.1M)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares722,689 from 713,455
Change+9,234 (+1%)
Value$21.7M (+$683.7K)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares720,914 from 734,780
Change-13,866 (-2%)
Value$21.6M (+$2.9K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares685,284 from 685,039
Change+245 (+0%)
Value$20.3M (+$95.0K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares674,593 from 679,092
Change-4,499 (-1%)
Value$20.2M (+$252.1K)
Filed 2026-11-03
Winthrop Capital Management, LLC
INCREASED
Shares661,228 from 657,605
Change+3,623 (+1%)
Value$19.8M (+$483.9K)
Filed 2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED
Shares656,462 from 656,462
Change0 (0%)
Value$19.7M (+$374.2K)
Filed 2026-11-04
Arnold Financial Planning LLC
INCREASED
Shares649,917 from 553,571
Change+96,346 (+17%)
Value$19.5M (+$3.2M)
Filed 2026-10-20
Almanack Investment Partners, Llc.
INCREASED
Shares613,806 from 581,404
Change+32,402 (+6%)
Value$18.4M (+$1.3M)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares613,546 from 609,653
Change+3,893 (+1%)
Value$18.4M (+$464.3K)
Filed 2026-10-22
Jacobi Capital Management LLC
DECREASED
Shares603,979 from 630,971
Change-26,992 (-4%)
Value$18.1M (-$450.1K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares594,617 from 633,291
Change-38,674 (-6%)
Value$17.8M (-$799.2K)
Filed 2026-10-14
Leverty Financial Group, LLC
INCREASED
Shares590,174 from 576,547
Change+13,627 (+2%)
Value$17.7M (+$737.5K)
Filed 2026-10-08
Wilkins Miller Wealth Management, LLC
DECREASED
Shares588,293 from 592,426
Change-4,133 (-1%)
Value$17.6M (+$213.7K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares586,016 from 611,089
Change-25,073 (-4%)
Value$17.6M (-$403.9K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
INCREASED
Shares579,379 from 574,588
Change+4,791 (+1%)
Value$17.4M (+$471.2K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares574,246 from 759,474
Change-185,228 (-24%)
Value$17.2M (-$5.1M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares542,992 from 515,189
Change+27,803 (+5%)
Value$16.3M (+$1.1M)
Filed 2026-10-29
Lodestar Private Asset Management LLC
DECREASED
Shares535,229 from 550,784
Change-15,555 (-3%)
Value$16.1M (-$152.7K)
Filed 2026-10-26
Allen Capital Group, LLC
DECREASED
Shares530,428 from 530,430
Change-2 (0%)
Value$15.9M (+$302.3K)
Filed 2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED
Shares527,806 from 526,936
Change+870 (+0%)
Value$15.8M (+$326.4K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares525,474 from 21,165
Change+504,309 (+2383%)
Value$15.8M (+$15.1M)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares514,617 from 507,745
Change+6,872 (+1%)
Value$15.4M (+$495.6K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares496,766 from 542,528
Change-45,762 (-8%)
Value$14.9M (-$1.1M)
Filed 2026-10-08
Arcadia Investment Advisors LLC
DECREASED
Shares495,886 from 499,222
Change-3,336 (-1%)
Value$14.9M (+$184.5K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares492,486 from 520,828
Change-28,342 (-5%)
Value$14.8M (-$553.4K)
Filed 2026-10-09
Tradewinds Capital Management, LLC
INCREASED
Shares479,855 from 454,027
Change+25,828 (+6%)
Value$14.4M (+$1.0M)
Filed 2026-10-23
G2 Capital Management, LLC / OH
DECREASED
Shares467,275 from 467,675
Change-400 (0%)
Value$14.0M (+$254.6K)
Filed 2026-10-23
Enclave Advisors LLC
INCREASED
Shares458,190 from 456,688
Change+1,502 (+0%)
Value$13.7M (+$305.4K)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares456,216 from 490,607
Change-34,391 (-7%)
Value$13.7M (-$752.1K)
Filed 2026-11-05
Morling Financial Advisors, LLC
DECREASED
Shares444,512 from 445,652
Change-1,140 (0%)
Value$13.3M (+$219.8K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares441,390 from 435,396
Change+5,994 (+1%)
Value$13.2M (+$428.0K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares436,777 from 431,498
Change+5,279 (+1%)
Value$13.1M (+$404.3K)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares434,904 from 437,209
Change-2,305 (-1%)
Value$13.0M (+$180.1K)
Filed 2026-10-16
Downshift Financial, LLC
DECREASED
Shares434,801 from 555,541
Change-120,740 (-22%)
Value$13.0M (-$3.3M)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED
Shares431,942 from 463,013
Change-31,071 (-7%)
Value$13.0M (-$668.2K)
Filed 2026-10-29
Farrell Financial LLC
DECREASED
Shares430,931 from 433,179
Change-2,248 (-1%)
Value$12.9M (+$179.5K)
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares429,628 from 429,373
Change+255 (+0%)
Value$12.9M (+$252.4K)
Filed 2026-10-29
Guardian Financial Partners, LLC
INCREASED
Shares425,072 from 420,492
Change+4,580 (+1%)
Value$12.8M (+$377.1K)
Filed 2026-11-04
Triangle Securities Wealth Management
INCREASED
Shares423,375 from 277,339
Change+146,036 (+53%)
Value$12.7M (+$4.5M)
Filed 2026-10-14
Frisco Financial Planning LLC
DECREASED
Shares423,211 from 430,602
Change-7,391 (-2%)
Value$12.7M (+$23.7K)
Filed 2026-10-05
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares423,060 from 433,561
Change-10,501 (-2%)
Value$12.7M (-$67.9K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares420,327 from 423,226
Change-2,899 (-1%)
Value$12.6M (+$154.3K)
Filed 2026-10-08
LongView Wealth Management
DECREASED
Shares415,064 from 418,242
Change-3,178 (-1%)
Value$12.5M (+$143.1K)
Filed 2026-10-19
MBA Advisors LLC
INCREASED
Shares412,510 from 402,297
Change+10,213 (+3%)
Value$12.4M (+$535.7K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
DECREASED
Shares411,025 from 412,375
Change-1,350 (0%)
Value$12.3M (+$194.6K)
Filed 2026-10-23
Cooper S Advisors, LLC
DECREASED
Shares409,489 from 414,073
Change-4,584 (-1%)
Value$12.3M (+$98.5K)
Filed 2026-11-03
Ballast Financial Advisors LLC
DECREASED
Shares408,184 from 427,141
Change-18,957 (-4%)
Value$12.2M (-$325.3K)
Filed 2026-10-26
United Advisor Group, LLC
DECREASED
Shares394,146 from 407,165
Change-13,019 (-3%)
Value$11.8M (-$158.5K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares392,402 from 367,832
Change+24,570 (+7%)
Value$11.8K (-$10.8M)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares388,172 from 392,965
Change-4,793 (-1%)
Value$11.6M (+$80.2K)
Filed 2026-10-07
Grant Street Asset Management, Inc.
DECREASED
Shares382,093 from 383,403
Change-1,310 (0%)
Value$11.5M (+$179.3K)
Filed 2026-10-26
Capital Squared Financial LLC
INCREASED
Shares380,648 from 373,215
Change+7,433 (+2%)
Value$11.4M (+$435.7K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares372,661 from 360,461
Change+12,200 (+3%)
Value$11.2M (+$571.5K)
Filed 2026-10-21
Consilium Wealth Advisory, LLC
INCREASED
Shares368,669 from 353,163
Change+15,506 (+4%)
Value$11.1M (+$666.5K)
Filed 2026-10-14
R. W. Roge & Company, Inc.
DECREASED
Shares365,891 from 369,141
Change-3,250 (-1%)
Value$11.0K (-$10.9M)
Filed 2026-11-04
Legacy Private Trust Co.
INCREASED
Shares360,828 from 360,717
Change+111 (+0%)
Value$10.8M (+$208.9K)
Filed 2026-10-06
Balance Wealth Partners LLC
DECREASED
Shares358,958 from 386,171
Change-27,213 (-7%)
Value$10.8M (-$596.3K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares358,346 from 353,563
Change+4,783 (+1%)
Value$10.7M (+$345.2K)
Filed 2026-11-02
Envision Financial LLC
DECREASED
Shares357,907 from 411,698
Change-53,791 (-13%)
Value$10.7M (-$1.4M)
Filed 2026-10-15
Attessa Capital LLC
DECREASED
Shares354,174 from 356,612
Change-2,438 (-1%)
Value$10.6M (+$130.1K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares352,844 from 359,222
Change-6,378 (-2%)
Value$10.6M (+$13.4K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares348,460 from 352,571
Change-4,111 (-1%)
Value$10.5M (+$77.6K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares346,838 from 321,282
Change+25,556 (+8%)
Value$10.4M (+$949.8K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares341,407 from 339,919
Change+1,488 (+0%)
Value$10.2M (+$238.4K)
Filed 2026-11-03
Lee Financial Co
DECREASED
Shares340,100 from 340,795
Change-695 (0%)
Value$10.2M (+$173.4K)
Filed 2026-10-16
Blueprint Investment Partners LLC
INCREASED
Shares336,876 from 265,718
Change+71,158 (+27%)
Value$10.1M (+$2.3M)
Filed 2026-10-28
Moneywise, Inc.
DECREASED
Shares334,521 from 712,622
Change-378,101 (-53%)
Value$10.0M (-$10.9M)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares328,230 from 337,673
Change-9,443 (-3%)
Value$9.8M (-$90.8K)
Filed 2026-10-07
BIP Wealth, LLC
INCREASED
Shares319,837 from 303,145
Change+16,692 (+6%)
Value$9.6M (+$673.6K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares316,477 from 225,972
Change+90,505 (+40%)
Value$9.5M (+$2.8M)
Filed 2026-11-02
Summit Financial Consulting LLC
DECREASED
Shares311,137 from 502,683
Change-191,546 (-38%)
Value$9.3M (-$5.5M)
Filed 2026-10-15
K2 Financial Inc.
DECREASED
Shares310,116 from 401,944
Change-91,828 (-23%)
Value$9.5M (-$2.4M)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares309,583 from 266,627
Change+42,956 (+16%)
Value$9.3M (+$1.4M)
Filed 2026-10-20
Johnson Financial Group, LLC
DECREASED
Shares303,846 from 303,904
Change-58 (0%)
Value$9.1M (+$171.5K)
Filed 2026-11-03
Monetary Solutions, Ltd
DECREASED
Shares300,377 from 305,761
Change-5,384 (-2%)
Value$9.0M (+$12.7K)
Filed 2026-10-22
Farnam Financial LLC
DECREASED
Shares299,815 from 305,288
Change-5,473 (-2%)
Value$9.0M (+$9.8K)
Filed 2026-10-21
Leisure Capital Management
DECREASED
Shares298,224 from 304,890
Change-6,666 (-2%)
Value$8.9M (-$26.2K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares296,754 from 300,936
Change-4,182 (-1%)
Value$8.9M (+$46.1K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares296,084 from 295,276
Change+808 (+0%)
Value$8.9M (+$192.3K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares294,778 from 263,295
Change+31,483 (+12%)
Value$8.8M (+$1.1M)
Filed 2026-11-05
MBL Wealth, LLC
INCREASED
Shares293,767 from 293,670
Change+97 (+0%)
Value$8.8M (+$170.3K)
Filed 2026-10-22
Nicollet Investment Management, Inc.
DECREASED
Shares292,534 from 292,876
Change-342 (0%)
Value$8.8K (-$8.6M)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares291,678 from 795,359
Change-503,681 (-63%)
Value$8.8M (-$14.7M)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares289,787 from 283,819
Change+5,968 (+2%)
Value$8.7M (+$374.9K)
Filed 2026-11-02
Curbstone Financial Management Corp
INCREASED
Shares285,780 from 280,700
Change+5,080 (+2%)
Value$8.6M (+$312.4K)
Filed 2026-10-21
Arcataur Capital Management LLC
DECREASED
Shares281,828 from 283,744
Change-1,916 (-1%)
Value$8.5M (+$104.3K)
Filed 2026-10-21
Barden Capital Management, Inc.
DECREASED
Shares281,139 from 282,948
Change-1,809 (-1%)
Value$8.4M (+$107.0K)
Filed 2026-10-09
AMI Investment Management Inc
DECREASED
Shares281,084 from 284,720
Change-3,636 (-1%)
Value$8.4M (+$53.2K)
Filed 2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares277,113 from 272,927
Change+4,186 (+2%)
Value$8.3M (+$281.1K)
Filed 2026-10-16
Droms Strauss Advisors Inc
INCREASED
Shares276,613 from 273,643
Change+2,970 (+1%)
Value$8.3M (+$245.1K)
Filed 2026-11-03
GPM Growth Investors, Inc.
INCREASED
Shares275,274 from 267,308
Change+7,966 (+3%)
Value$8.3M (+$391.3K)
Filed 2026-10-30
SWS Partners
DECREASED
Shares274,813 from 277,440
Change-2,627 (-1%)
Value$8.2M (+$79.3K)
Filed 2026-10-26
Gradient Investments LLC
DECREASED
Shares274,793 from 304,499
Change-29,706 (-10%)
Value$8.2M (-$717.6K)
Filed 2026-10-08
Harbor Group, Inc.
DECREASED
Shares274,142 from 275,789
Change-1,647 (-1%)
Value$8.2M (+$107.8K)
Filed 2026-10-14
Van Cleef Asset Management,Inc
INCREASED
Shares270,560 from 264,613
Change+5,947 (+2%)
Value$8.1M (+$329.3K)
Filed 2026-10-20
Santori & Peters, Inc.
INCREASED
Shares266,793 from 256,380
Change+10,413 (+4%)
Value$8.0M (+$458.5K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
DECREASED
Shares260,977 from 265,490
Change-4,513 (-2%)
Value$7.8M (+$15.9K)
Filed 2026-10-05
Tempus Wealth Planning, LLC
DECREASED
Shares258,673 from 290,411
Change-31,738 (-11%)
Value$7.8M (-$786.6K)
Filed 2026-10-14
Gradient Capital Advisors, LLC
DECREASED
Shares256,606 from 259,820
Change-3,214 (-1%)
Value$7.7M (+$51.7K)
Filed 2026-10-21
YHB Investment Advisors, Inc.
INCREASED
Shares254,760 from 229,347
Change+25,413 (+11%)
Value$7.6M (+$893.1K)
Filed 2026-10-08
Sage Mountain Advisors LLC
UNCHANGED
Shares249,841 from 249,841
Change0 (0%)
Value$7.5M (+$142.4K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares248,701 from 245,235
Change+3,466 (+1%)
Value$7.5M (+$243.8K)
Filed 2026-10-15
Krilogy Financial LLC
DECREASED
Shares248,124 from 251,880
Change-3,756 (-1%)
Value$7.6M (+$187.2K)
Filed 2026-10-13
Cannon Capital Management, Inc.
DECREASED
Shares245,726 from 247,946
Change-2,220 (-1%)
Value$7.4M (+$74.7K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares244,380 from 244,367
Change+13 (+0%)
Value$7.3M (+$139.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares241,472 from 236,216
Change+5,256 (+2%)
Value$7.2M (+$292.3K)
Filed 2026-11-05
Phillips Financial Management, LLC
UNCHANGED
Shares238,838 from 238,838
Change0 (0%)
Value$7.2M (+$136.1K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares233,363 from 194,663
Change+38,700 (+20%)
Value$7.0M (+$1.3M)
Filed 2026-10-16
Floyd Financial Group LLC
INCREASED
Shares232,305 from 220,413
Change+11,892 (+5%)
Value$7.1M (+$580.0K)
Filed 2026-10-28
Legacy Financial Group, Inc.
DECREASED
Shares231,970 from 237,283
Change-5,313 (-2%)
Value$7.0M (-$24.1K)
Filed 2026-10-21
Seros Financial, LLC
INCREASED
Shares230,291 from 186,668
Change+43,623 (+23%)
Value$6.9M (+$1.4M)
Filed 2026-10-21
Benson Investment Management Company, Inc.
DECREASED
Shares230,077 from 230,404
Change-327 (0%)
Value$6.9M (+$121.5K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares228,408 from 174,967
Change+53,441 (+31%)
Value$6.9M (+$1.7M)
Filed 2026-10-22
Mengis Capital Management, Inc.
INCREASED
Shares227,999 from 223,908
Change+4,091 (+2%)
Value$6.8M (+$250.4K)
Filed 2026-10-13
Cathy Pareto & Associates, Inc
INCREASED
Shares227,840 from 215,652
Change+12,188 (+6%)
Value$6.8M (+$488.6K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares218,007 from 220,541
Change-2,534 (-1%)
Value$6.5M (+$49.7K)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares211,623 from 212,469
Change-846 (0%)
Value$6.3M (+$95.7K)
Filed 2026-10-13
True North Advisors, LLC
DECREASED
Shares211,240 from 216,573
Change-5,333 (-2%)
Value$6.3M (-$36.5K)
Filed 2026-10-22
Dorato Capital Management
INCREASED
Shares210,231 from 204,325
Change+5,906 (+3%)
Value$6.4M (+$356.4K)
Filed 2026-10-08
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares209,888 from 220,937
Change-11,049 (-5%)
Value$6.3M (-$205.6K)
Filed 2026-10-16
Thrive Wealth Management, LLC
DECREASED
Shares205,871 from 206,410
Change-539 (0%)
Value$6.2M (+$101.5K)
Filed 2026-10-13
Sawgrass Asset Management LLC
INCREASED
Shares199,662 from 197,359
Change+2,303 (+1%)
Value$6.0M (+$181.6K)
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares195,365 from 206,037
Change-10,672 (-5%)
Value$5.9M (-$202.7K)
Filed 2026-11-03
Omega Financial Group, LLC
DECREASED
Shares194,999 from 198,182
Change-3,183 (-2%)
Value$5.8M (+$17.5K)
Filed 2026-10-29
Ring Mountain Capital, LLC
INCREASED
Shares193,333 from 192,238
Change+1,095 (+1%)
Value$5.8M (+$142.4K)
Filed 2026-10-13
Montis Financial, LLC
DECREASED
Shares193,181 from 196,705
Change-3,524 (-2%)
Value$5.8M (+$6.4K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares190,188 from 202,003
Change-11,815 (-6%)
Value$5.7M (-$239.3K)
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares189,950 from 117,063
Change+72,887 (+62%)
Value$5.7M (+$2.3M)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares189,912 from 194,923
Change-5,011 (-3%)
Value$5.7M (-$39.2K)
Filed 2026-10-28
Asset Planning Services Inc
INCREASED
Shares184,207 from 181,707
Change+2,500 (+1%)
Value$5.5K (-$5.3M)
Filed 2026-10-15
Davidson Trust Co
UNCHANGED
Shares182,335 from 182,335
Change0 (0%)
Value$5.5M (+$103.9K)
Filed 2026-10-09
Code Waechter LLC
INCREASED
Shares178,862 from 178,796
Change+66 (+0%)
Value$5.4M (+$103.9K)
Filed 2026-10-23
Godsey & Gibb, Inc
INCREASED
Shares178,585 from 170,375
Change+8,210 (+5%)
Value$5.4M (+$343.4K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares177,987
Change+177,987
Value$5.3M
Filed 2026-11-02
Eagle Capital Management, LLC
DECREASED
Shares177,865 from 221,255
Change-43,390 (-20%)
Value$5.3K (-$1.2K)
Filed 2026-10-19
Selby Wealth Management, LLC
DECREASED
Shares177,257 from 181,021
Change-3,764 (-2%)
Value$5.3M (-$9.7K)
Filed 2026-10-16
Naples Global Advisors, LLC
INCREASED
Shares172,079 from 153,753
Change+18,326 (+12%)
Value$5.2M (+$637.4K)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
DECREASED
Shares171,828 from 198,517
Change-26,689 (-13%)
Value$5.2M (-$687.5K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares168,832 from 187,531
Change-18,699 (-10%)
Value$5.1M (-$454.1K)
Filed 2026-10-15
Winthrop Advisory Group LLC
DECREASED
Shares168,757 from 170,653
Change-1,896 (-1%)
Value$5.1M (+$40.4K)
Filed 2026-10-22
Creekside Partners
INCREASED
Shares168,565 from 168,291
Change+274 (+0%)
Value$5.1M (+$104.1K)
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
INCREASED
Shares167,845 from 160,900
Change+6,945 (+4%)
Value$5.0M (+$305.1K)
Filed 2026-10-29
Bigelow Investment Advisors, LLC
DECREASED
Shares167,607 from 174,562
Change-6,955 (-4%)
Value$5.0M (-$109.2K)
Filed 2026-10-13
Peak Financial Management, Inc.
DECREASED
Shares167,149 from 168,838
Change-1,689 (-1%)
Value$5.0M (+$45.6K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares166,766 from 162,407
Change+4,359 (+3%)
Value$5.0M (+$223.3K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares165,333 from 377,760
Change-212,427 (-56%)
Value$5.0M (-$6.2M)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares163,115 from 159,588
Change+3,527 (+2%)
Value$4.9M (+$196.8K)
Filed 2026-10-26
Denver PWM, LLC
DECREASED
Shares162,931 from 168,888
Change-5,957 (-4%)
Value$4.9M (-$286.8K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares161,426 from 156,780
Change+4,646 (+3%)
Value$4.9M (+$327.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares161,426 from 156,780
Change+4,646 (+3%)
Value$4.9M (+$327.6K)
Filed 2026-10-20
Chapman Financial Group, LLC
DECREASED
Shares159,323 from 163,239
Change-3,916 (-2%)
Value$4.8M (-$24.4K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares158,689 from 160,333
Change-1,644 (-1%)
Value$4.8M (+$42.1K)
Filed 2026-10-14
Missouri Trust & Investment Co
DECREASED
Shares156,523 from 161,393
Change-4,870 (-3%)
Value$4.7M (-$55.7K)
Filed 2026-11-04
Summit Place Financial Advisors, LLC
DECREASED
Shares156,247 from 156,552
Change-305 (0%)
Value$4.7M (+$80.1K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares155,038 from 156,349
Change-1,311 (-1%)
Value$4.7M (+$49.8K)
Filed 2026-11-05
Values Added Financial LLC
DECREASED
Shares154,783 from 155,258
Change-475 (0%)
Value$4.6M (+$74.2K)
Filed 2026-10-28
Paulson Wealth Management Inc.
DECREASED
Shares152,035 from 153,028
Change-993 (-1%)
Value$4.6M (+$57.4K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares151,592 from 157,501
Change-5,909 (-4%)
Value$4.5K (-$4.6M)
Filed 2026-10-26
Ironwood Wealth Management, Llc.
DECREASED
Shares149,897 from 150,979
Change-1,082 (-1%)
Value$4.5M (+$53.6K)
Filed 2026-10-28
John Boyer, Inc.
DECREASED
Shares149,509 from 150,324
Change-815 (-1%)
Value$4.5M (+$61.4K)
Filed 2026-10-27
RMR Wealth Builders
DECREASED
Shares148,764 from 151,953
Change-3,189 (-2%)
Value$4.5M (-$9.1K)
Filed 2026-10-22
Pennsylvania Capital Management Inc
INCREASED
Shares148,615 from 128,782
Change+19,833 (+15%)
Value$4.5M (+$668.4K)
Filed 2026-11-05
ETF Store, Inc.
INCREASED
Shares148,335 from 148,227
Change+108 (+0%)
Value$4.5M (+$87.7K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
DECREASED
Shares148,276 from 166,609
Change-18,333 (-11%)
Value$4.4M (-$455.0K)
Filed 2026-11-05
Berkeley, Inc
DECREASED
Shares147,455 from 154,416
Change-6,961 (-5%)
Value$4.4M (-$120.8K)
Filed 2026-10-20
Shelton Wealth Management, LLC
DECREASED
Shares146,443 from 148,047
Change-1,604 (-1%)
Value$4.4M (+$36.3K)
Filed 2026-10-16
Maia Wealth LLC
INCREASED
Shares145,397 from 143,707
Change+1,690 (+1%)
Value$4.4M (+$132.6K)
Filed 2026-10-19
Milestone Asset Management Group, LLC
INCREASED
Shares145,216 from 139,078
Change+6,138 (+4%)
Value$4.4M (+$263.4K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares144,341 from 144,233
Change+108 (+0%)
Value$4.3M (+$85.5K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares144,278 from 144,460
Change-182 (0%)
Value$4.3M (+$76.9K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares142,155 from 81,416
Change+60,739 (+75%)
Value$4.3M (+$1.9M)
Filed 2026-11-05
Pittenger & Anderson Inc
DECREASED
Shares140,065 from 154,943
Change-14,878 (-10%)
Value$4.2M (-$358.0K)
Filed 2026-11-02
Busey Bank
INCREASED
Shares137,834 from 8,721
Change+129,113 (+1480%)
Value$4.1M (+$3.9M)
Filed 2026-10-26
Advisors Management Group Inc
DECREASED
Shares137,367 from 142,167
Change-4,800 (-3%)
Value$4.1K (-$4.2M)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares137,106 from 138,750
Change-1,644 (-1%)
Value$4.1M (+$29.8K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares136,684 from 136,606
Change+78 (+0%)
Value$4.1M (+$80.2K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares136,521 from 124,933
Change+11,588 (+9%)
Value$4.2M (+$444.3K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
INCREASED
Shares136,000 from 132,272
Change+3,728 (+3%)
Value$4.1M (+$187.2K)
Filed 2026-10-26
Penobscot Wealth Management
INCREASED
Shares135,071 from 125,787
Change+9,284 (+7%)
Value$4.1M (+$350.2K)
Filed 2026-10-21
Poehling Capital Management, Inc.
UNCHANGED
Shares134,362 from 134,362
Change0 (0%)
Value$4.0M (+$76.6K)
Filed 2026-10-20
Armbruster Capital Management, Inc.
DECREASED
Shares134,145 from 138,755
Change-4,610 (-3%)
Value$4.0M (-$59.2K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares134,099 from 139,603
Change-5,504 (-4%)
Value$4.0M (-$85.6K)
Filed 2026-11-03
Aureum Wealth Management, LLC
DECREASED
Shares133,754 from 134,020
Change-266 (0%)
Value$4.0M (+$68.4K)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares133,549 from 135,525
Change-1,976 (-1%)
Value$4.0M (+$18.0K)
Filed 2026-10-14
Wealth Group Ltd
DECREASED
Shares132,942 from 133,854
Change-912 (-1%)
Value$4.0M (+$91.5K)
Filed 2026-10-07
Hurlow Wealth Management Group, Inc.
DECREASED
Shares130,717 from 131,269
Change-552 (0%)
Value$3.9M (+$58.3K)
Filed 2026-10-29
S.E.E.D. Planning Group LLC
INCREASED
Shares130,224 from 113,966
Change+16,258 (+14%)
Value$3.9M (+$552.7K)
Filed 2026-10-07
RCW Management, LLC
DECREASED
Shares129,251 from 132,839
Change-3,588 (-3%)
Value$3.9M (-$31.9K)
Filed 2026-10-30
Elser Financial Planning, Inc
DECREASED
Shares129,144 from 134,087
Change-4,943 (-4%)
Value$3.9M (-$71.9K)
Filed 2026-10-16
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares127,303 from 133,524
Change-6,221 (-5%)
Value$3.8M (-$110.5K)
Filed 2026-10-22
1900 Wealth Management LLC
DECREASED
Shares126,410 from 131,040
Change-4,630 (-4%)
Value$3.8M (-$64.2K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares125,854 from 124,445
Change+1,409 (+1%)
Value$3.8M (+$113.2K)
Filed 2026-11-04
GW Henssler & Associates LTD
INCREASED
Shares125,375 from 121,688
Change+3,687 (+3%)
Value$3.8M (+$180.0K)
Filed 2026-10-26
Flower City Capital
DECREASED
Shares123,593 from 125,644
Change-2,051 (-2%)
Value$3.7M (+$10.1K)
Filed 2026-10-15
Cooper Financial Group
INCREASED
Shares123,524 from 114,865
Change+8,659 (+8%)
Value$3.7M (+$325.2K)
Filed 2026-10-07
SAX Wealth Advisors, LLC
DECREASED
Shares123,117 from 133,285
Change-10,168 (-8%)
Value$3.7M (+$276.1K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
DECREASED
Shares122,454 from 124,752
Change-2,298 (-2%)
Value$3.7M (+$2.2K)
Filed 2026-10-13
Wedgewood Investors Inc
INCREASED
Shares121,452 from 116,326
Change+5,126 (+4%)
Value$3.6M (+$220.1K)
Filed 2026-10-28
Fagan Associates, Inc.
DECREASED
Shares120,922 from 122,026
Change-1,104 (-1%)
Value$3.6M (+$36.5K)
Filed 2026-10-13
Seneca Financial Advisors LLC
DECREASED
Shares120,893 from 120,905
Change-12 (0%)
Value$3.6M (+$68.6K)
Filed 2026-10-28
71 West Capital Partners
UNCHANGED
Shares120,444 from 120,444
Change0 (0%)
Value$3.6M (+$68.7K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED
Shares120,185 from 119,918
Change+267 (+0%)
Value$3.6M (+$76.3K)
Filed 2026-10-30
Third View Private Wealth, LLC
NEW
Shares117,290
Change+117,290
Value$3.5M
Filed 2026-10-30
Hurley Capital, LLC
INCREASED
Shares116,219 from 112,678
Change+3,541 (+3%)
Value$3.5M (+$170.5K)
Filed 2026-11-05
Sharkey, Howes & Javer
DECREASED
Shares113,809 from 132,159
Change-18,350 (-14%)
Value$3.4M (-$475.2K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares113,780 from 115,222
Change-1,442 (-1%)
Value$3.4M (+$22.4K)
Filed 2026-10-20
Jm2 Capital Inc.
INCREASED
Shares113,221 from 112,281
Change+940 (+1%)
Value$3.4M (+$92.2K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares112,595 from 112,180
Change+415 (+0%)
Value$3.4M (+$76.4K)
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares111,611 from 126,577
Change-14,966 (-12%)
Value$3.3M (-$376.8K)
Filed 2026-10-23
AdvisorNet Financial, Inc
DECREASED
Shares110,919 from 114,214
Change-3,295 (-3%)
Value$3.4M (-$6.0K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares109,635 from 108,999
Change+636 (+1%)
Value$3.3M (+$81.2K)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares108,153 from 108,607
Change-454 (0%)
Value$3.2M (+$48.3K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares107,281 from 109,222
Change-1,941 (-2%)
Value$3.2M (+$4.0K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares105,410 from 94,678
Change+10,732 (+11%)
Value$3.2M (+$375.9K)
Filed 2026-11-04
Wavvest Wealth LLC
NEW
Shares104,421
Change+104,421
Value$3.1M
Filed 2026-10-21
First Growth Capital LLC
UNCHANGED
Shares103,820 from 103,820
Change0 (0%)
Value$3.1M (+$59.2K)
Filed 2026-10-15
Strategic Equity Management
DECREASED
Shares102,809 from 452,692
Change-349,883 (-77%)
Value$3.1M (-$10.2M)
Filed 2026-11-04
Womack Financial LLC
INCREASED
Shares101,838 from 85,345
Change+16,493 (+19%)
Value$3.1M (+$543.4K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares101,801 from 95,454
Change+6,347 (+7%)
Value$3.1M (+$244.8K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares100,733 from 100,464
Change+269 (+0%)
Value$3.0M (+$65.3K)
Filed 2026-10-23
GuidedMoney, LLC
UNCHANGED
Shares100,683 from 100,683
Change0 (0%)
Value$3.0M (+$57.4K)
Filed 2026-10-29
Retireful, LLC
NEW
Shares100,281
Change+100,281
Value$3.0M
Filed 2026-10-09
Capital Advantage, Inc.
INCREASED
Shares99,972 from 90,216
Change+9,756 (+11%)
Value$3.0M (+$344.1K)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares98,522 from 98,998
Change-476 (0%)
Value$3.0M (+$42.1K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
DECREASED
Shares97,141 from 97,466
Change-325 (0%)
Value$2.9M (+$76.0K)
Filed 2026-10-20
Virtue Capital Management, LLC
DECREASED
Shares96,923 from 119,825
Change-22,902 (-19%)
Value$2.9M (-$618.8K)
Filed 2026-10-29
RIA Advisory Group LLC
INCREASED
Shares96,241 from 95,206
Change+1,035 (+1%)
Value$2.9M (+$85.3K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
INCREASED
Shares95,996 from 95,764
Change+232 (+0%)
Value$2.9M (+$61.5K)
Filed 2026-10-23
Aspen Investment Management Inc
INCREASED
Shares95,247 from 90,217
Change+5,030 (+6%)
Value$2.9K (+$202)
Filed 2026-11-05
Joseph P. Lucia & Associates, LLC
DECREASED
Shares92,582 from 94,370
Change-1,788 (-2%)
Value$2.8M (+$151)
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares92,211 from 89,817
Change+2,394 (+3%)
Value$2.8M (+$123.0K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares92,087 from 92,091
Change-4 (0%)
Value$2.8M (+$52.4K)
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares91,430 from 91,430
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-06
OFS Enterprise LLC
DECREASED
Shares90,523 from 91,023
Change-500 (-1%)
Value$2.7M (+$36.9K)
Filed 2026-10-16
Mitchell Capital Management Co
INCREASED
Shares89,796 from 87,212
Change+2,584 (+3%)
Value$2.7M (+$127.2K)
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares89,724 from 89,305
Change+419 (+0%)
Value$2.7M (+$84.4K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED
Shares89,156 from 88,562
Change+594 (+1%)
Value$2.7M (+$68.3K)
Filed 2026-10-20
Plancorp, LLC
DECREASED
Shares89,150 from 89,348
Change-198 (0%)
Value$2.7M (+$12.0K)
Filed 2026-11-03
93 Financial Group, LLC
INCREASED
Shares88,333 from 84,839
Change+3,494 (+4%)
Value$2.7M (+$153.2K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares86,906 from 84,744
Change+2,162 (+3%)
Value$2.6K (+$113)
Filed 2026-10-02
Cross Staff Investments Inc
INCREASED
Shares86,754 from 80,494
Change+6,260 (+8%)
Value$2.6M (+$233.7K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
DECREASED
Shares86,524 from 86,528
Change-4 (0%)
Value$2.6M (+$49.2K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
INCREASED
Shares85,679 from 83,893
Change+1,786 (+2%)
Value$2.6M (+$101.4K)
Filed 2026-10-28
FAI Advisors, Inc.
DECREASED
Shares85,415 from 132,960
Change-47,545 (-36%)
Value$2.6M (-$1.4M)
Filed 2026-10-27
L.K. Benson & Company, P.C.
INCREASED
Shares85,336 from 85,214
Change+122 (+0%)
Value$2.6M (+$52.2K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares85,313 from 107,848
Change-22,535 (-21%)
Value$2.6M (-$614.6K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares85,261 from 86,230
Change-969 (-1%)
Value$2.6M (+$20.1K)
Filed 2026-10-13
Verum Partners LLC
DECREASED
Shares84,817 from 85,142
Change-325 (0%)
Value$2.5M (+$38.8K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
DECREASED
Shares84,722 from 85,402
Change-680 (-1%)
Value$2.5M (+$28.3K)
Filed 2026-10-05
Fifth Third Bancorp
DECREASED
Shares84,330 from 86,615
Change-2,285 (-3%)
Value$2.5M (-$19.2K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares84,151 from 84,516
Change-365 (0%)
Value$2.5M (+$37.2K)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares84,086 from 82,018
Change+2,068 (+3%)
Value$2.5M (+$108.8K)
Filed 2026-11-04
Foster Group, Inc.
INCREASED
Shares83,789 from 83,259
Change+530 (+1%)
Value$2.5M (+$63.3K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares83,540 from 76,613
Change+6,927 (+9%)
Value$2.5M (+$251.5K)
Filed 2026-11-03
Stordahl Capital Management, Inc.
UNCHANGED
Shares83,388 from 83,388
Change0 (0%)
Value$2.5M (+$47.5K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares82,940 from 82,011
Change+929 (+1%)
Value$2.5M (+$74.6K)
Filed 2026-10-26
Bull Oak Capital, LLC
DECREASED
Shares82,546 from 84,472
Change-1,926 (-2%)
Value$2.5M (-$9.6K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares81,482 from 89,611
Change-8,129 (-9%)
Value$2.4M (-$192.8K)
Filed 2026-11-04
Wynn Capital, LLC
UNCHANGED
Shares81,015 from 81,015
Change0 (0%)
Value$2.4M (+$46.2K)
Filed 2026-10-13
Hanseatic Management Services Inc
DECREASED
Shares80,271 from 165,159
Change-84,888 (-51%)
Value$2.4M (-$2.5M)
Filed 2026-10-27
Outfitters Financial LLC
INCREASED
Shares79,620 from 78,070
Change+1,550 (+2%)
Value$2.4M (+$91.0K)
Filed 2026-10-23
Nottingham Advisors, Inc.
DECREASED
Shares79,459 from 85,819
Change-6,360 (-7%)
Value$2.4M (-$120.1K)
Filed 2026-10-29
Clear Point Advisors Inc.
DECREASED
Shares78,552 from 78,586
Change-34 (0%)
Value$2.4M (+$43.8K)
Filed 2026-10-30
James J. Burns & Company, LLC
INCREASED
Shares78,475 from 72,674
Change+5,801 (+8%)
Value$2.4M (+$215.5K)
Filed 2026-10-22
Cabot Wealth Management Inc
DECREASED
Shares78,422 from 80,934
Change-2,512 (-3%)
Value$2.4M (-$29.2K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares78,359 from 78,837
Change-478 (-1%)
Value$2.4M (+$30.6K)
Filed 2026-10-15
Basso Capital Management, L.P.
INCREASED
Shares77,977 from 71,613
Change+6,364 (+9%)
Value$2.3M (+$231.7K)
Filed 2026-10-30
Shearwater Capital LLC
UNCHANGED
Shares77,331 from 77,331
Change0 (0%)
Value$2.3M (+$44.1K)
Filed 2026-10-13
Lynx Investment Advisory
DECREASED
Shares77,159 from 95,065
Change-17,906 (-19%)
Value$2.3M (-$483.0K)
Filed 2026-10-27
Main Street Group, LTD
DECREASED
Shares75,887 from 76,188
Change-301 (0%)
Value$2.3M (+$34.4K)
Filed 2026-10-28
KCM Investment Advisors LLC
INCREASED
Shares74,193 from 71,754
Change+2,439 (+3%)
Value$2.2M (+$114.1K)
Filed 2026-10-27
Market Street Wealth Management Advisors LLC
DECREASED
Shares73,736 from 73,830
Change-94 (0%)
Value$2.2M (+$39.3K)
Filed 2026-10-09
Alpha Omega Wealth Management LLC
DECREASED
Shares73,009 from 74,292
Change-1,283 (-2%)
Value$2.2M (+$3.9K)
Filed 2026-10-23
Cutler Investment Counsel LLC
INCREASED
Shares72,049 from 72,039
Change+10 (+0%)
Value$2.2M (+$41.4K)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares71,862 from 68,779
Change+3,083 (+4%)
Value$2.2M (+$131.7K)
Filed 2026-11-05
Everhart Financial Group, Inc.
DECREASED
Shares71,711 from 72,888
Change-1,177 (-2%)
Value$2.2M (+$6.2K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
DECREASED
Shares71,562 from 71,723
Change-161 (0%)
Value$2.1M (+$36.0K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares70,405 from 72,572
Change-2,167 (-3%)
Value$2.1M (-$23.6K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares70,282 from 58,268
Change+12,014 (+21%)
Value$2.1M (+$393.6K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares69,515 from 43,933
Change+25,582 (+58%)
Value$2.1M (+$792.5K)
Filed 2026-10-21
Compass Ion Advisors, LLC
INCREASED
Shares69,146 from 69,071
Change+75 (+0%)
Value$2.1M (+$41.6K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares69,021 from 69,152
Change-131 (0%)
Value$2.1M (+$35.5K)
Filed 2026-10-20
Emergent Wealth Advisors, LLC
DECREASED
Shares68,442 from 68,459
Change-17 (0%)
Value$2.1M (+$48.1K)
Filed 2026-10-09
Warwick Investment Management, Inc.
DECREASED
Shares67,668 from 67,902
Change-234 (0%)
Value$2.0M (+$31.7K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares67,661 from 66,398
Change+1,263 (+2%)
Value$2.0M (+$75.7K)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares67,090 from 13,006
Change+54,084 (+416%)
Value$2.0M (+$1.6M)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares66,674 from 74,350
Change-7,676 (-10%)
Value$2.0M (-$187.9K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares66,563 from 67,841
Change-1,278 (-2%)
Value$2.0M (+$326)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares66,533 from 66,536
Change-3 (0%)
Value$2.0M (+$37.8K)
Filed 2026-10-20
Carret Asset Management, LLC
INCREASED
Shares66,432 from 62,322
Change+4,110 (+7%)
Value$2.0M (+$158.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares65,847 from 39,356
Change+26,491 (+67%)
Value$2.0M (+$825.8K)
Filed 2026-10-13
Stockman Wealth Management, Inc.
UNCHANGED
Shares64,691 from 64,691
Change0 (0%)
Value$1.9M (+$36.9K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares63,640 from 55,003
Change+8,637 (+16%)
Value$1.9M (+$290.5K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED
Shares63,570 from 63,570
Change0 (0%)
Value$1.9K (+$36)
Filed 2026-10-27
Abacus Planning Group, Inc.
DECREASED
Shares62,958 from 63,336
Change-378 (-1%)
Value$1.9M (+$24.8K)
Filed 2026-11-02
Human Investing LLC
DECREASED
Shares62,879 from 64,120
Change-1,241 (-2%)
Value$1.9M (-$681)
Filed 2026-10-19
Brucke Financial, Inc.
INCREASED
Shares62,845 from 61,905
Change+940 (+2%)
Value$1.9M (+$63.5K)
Filed 2026-10-23
Revisor Wealth Management LLC
INCREASED
Shares62,398 from 62,118
Change+280 (+0%)
Value$1.9M (+$43.8K)
Filed 2026-10-20
Burk Holdings LLC
DECREASED
Shares62,316 from 62,328
Change-12 (0%)
Value$1.9M (+$35.2K)
Filed 2026-11-05
Stone Summit Wealth LLC
DECREASED
Shares61,897 from 64,726
Change-2,829 (-4%)
Value$1.9M (-$48.0K)
Filed 2026-10-14
Worth Asset Management, LLC
DECREASED
Shares60,688 from 68,146
Change-7,458 (-11%)
Value$1.8M (-$184.9K)
Filed 2026-10-07
GenWealth Group, Inc.
DECREASED
Shares60,666 from 60,780
Change-114 (0%)
Value$1.8M (+$31.2K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares60,498 from 39,067
Change+21,431 (+55%)
Value$1.8M (+$665.2K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED
Shares60,465 from 60,465
Change0 (0%)
Value$1.8M (+$34.5K)
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares60,226 from 60,180
Change+46 (+0%)
Value$1.8M (+$35.7K)
Filed 2026-10-20
Beam Wealth Advisors, Inc.
INCREASED
Shares60,092 from 49,840
Change+10,252 (+21%)
Value$1.8M (+$336.0K)
Filed 2026-11-03
Chatham Capital Group, Inc.
UNCHANGED
Shares59,723 from 59,723
Change0 (0%)
Value$1.8M (+$34.0K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
INCREASED
Shares59,563 from 59,559
Change+4 (+0%)
Value$1.8M (+$34.0K)
Filed 2026-10-16
Hardin Capital Partners, LLC
DECREASED
Shares59,175 from 59,463
Change-288 (0%)
Value$1.8M (+$23.5K)
Filed 2026-10-09
Aull & Monroe Investment Management Corp
INCREASED
Shares58,993 from 58,002
Change+991 (+2%)
Value$1.8M (+$62.8K)
Filed 2026-10-16
Townsend Asset Management Corp
DECREASED
Shares58,653 from 58,921
Change-268 (0%)
Value$1.8M (+$25.5K)
Filed 2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED
Shares58,223 from 56,400
Change+1,823 (+3%)
Value$1.7M (+$86.9K)
Filed 2026-10-15
Ironwood Financial, llc
DECREASED
Shares58,077 from 58,158
Change-81 (0%)
Value$1.7M (+$24.9K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares57,440 from 28,693
Change+28,747 (+100%)
Value$1.7M (+$878.7K)
Filed 2026-10-23
Trust Point Inc.
UNCHANGED
Shares57,413 from 57,413
Change0 (0%)
Value$1.7M (+$32.7K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares56,711 from 56,711
Change0 (0%)
Value$1.7M (+$32.3K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares56,689 from 44,109
Change+12,580 (+29%)
Value$1.7M (+$402.5K)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares56,513 from 56,613
Change-100 (0%)
Value$1.7M (+$29.3K)
Filed 2026-10-27
Vanguard Capital Wealth Advisors
INCREASED
Shares56,339 from 55,901
Change+438 (+1%)
Value$1.7M (+$45.0K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares56,000 from 59,583
Change-3,583 (-6%)
Value$1.7M (-$73.5K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
DECREASED
Shares55,974 from 60,963
Change-4,989 (-8%)
Value$1.7M (-$114.9K)
Filed 2026-10-09
Weaver Capital Management LLC
DECREASED
Shares55,237 from 59,199
Change-3,962 (-7%)
Value$1.7M (+$139.2K)
Filed 2026-10-15
Ritholtz Wealth Management
INCREASED
Shares55,139 from 27,877
Change+27,262 (+98%)
Value$1.7M (+$833.8K)
Filed 2026-11-05
Tilia Fiduciary Partners, Inc.
DECREASED
Shares54,807 from 55,097
Change-290 (-1%)
Value$1.6M (+$22.7K)
Filed 2026-10-09
Leading Edge Financial Planning LLC
DECREASED
Shares54,311 from 56,167
Change-1,856 (-3%)
Value$1.6M (-$23.7K)
Filed 2026-10-23
RHS Financial, LLC
DECREASED
Shares54,042 from 59,578
Change-5,536 (-9%)
Value$1.6M (-$132.1K)
Filed 2026-10-13
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares53,913 from 53,913
Change0 (0%)
Value$1.6M (+$30.7K)
Filed 2026-10-23
TritonPoint Partners, LLC
DECREASED
Shares53,791 from 60,544
Change-6,753 (-11%)
Value$1.6M (-$168.1K)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares53,739 from 48,099
Change+5,640 (+12%)
Value$1.6M (+$196.6K)
Filed 2026-10-19
Evolution Wealth Management Inc.
DECREASED
Shares53,728 from 58,394
Change-4,666 (-8%)
Value$1.6M (-$106.7K)
Filed 2026-10-28
Madden Securities Corp
INCREASED
Shares53,658 from 52,765
Change+893 (+2%)
Value$1.6M (+$56.9K)
Filed 2026-10-27
CWC Advisors, Llc.
DECREASED
Shares53,552 from 55,389
Change-1,837 (-3%)
Value$1.6M (-$23.5K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares53,203 from 54,467
Change-1,264 (-2%)
Value$1.6M (-$6.9K)
Filed 2026-10-13
Birchbrook, Inc.
DECREASED
Shares53,158 from 58,663
Change-5,505 (-9%)
Value$1.6M (-$131.7K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
INCREASED
Shares52,887 from 52,593
Change+294 (+1%)
Value$1.6M (+$38.8K)
Filed 2026-11-05
Veery Capital, LLC
INCREASED
Shares52,824 from 51,559
Change+1,265 (+2%)
Value$1.6M (+$67.3K)
Filed 2026-10-07
Park Capital Management, LLC / WI
INCREASED
Shares52,790 from 47,441
Change+5,349 (+11%)
Value$1.6M (+$187.5K)
Filed 2026-10-13
Pflug Koory, LLC
INCREASED
Shares51,456 from 50,700
Change+756 (+1%)
Value$1.5M (+$51.6K)
Filed 2026-10-26
Colorado Capital Management, Inc.
INCREASED
Shares50,855 from 48,224
Change+2,631 (+5%)
Value$1.5K (+$107)
Filed 2026-10-15
FSM Wealth Advisors, LLC
INCREASED
Shares50,562 from 50,549
Change+13 (+0%)
Value$1.5M (+$53.0K)
Filed 2026-10-27
Clarity Capital Advisors, LLC
INCREASED
Shares50,483 from 50,346
Change+137 (+0%)
Value$1.5M (+$32.8K)
Filed 2026-10-27
Bfsg, LLC
DECREASED
Shares50,243 from 50,408
Change-165 (0%)
Value$1.5M (+$23.8K)
Filed 2026-10-30
Flagship Capital Management Inc.
INCREASED
Shares49,975 from 49,189
Change+786 (+2%)
Value$1.5M (+$51.6K)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares49,823 from 44,751
Change+5,072 (+11%)
Value$1.5M (+$177.7K)
Filed 2026-11-03
Econ Financial Services Corp
DECREASED
Shares49,604 from 78,996
Change-29,392 (-37%)
Value$1.5M (-$836.7K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares48,907 from 40,113
Change+8,794 (+22%)
Value$1.5M (+$286.7K)
Filed 2026-11-04
Lincoln Capital Corp
UNCHANGED
Shares48,482 from 48,482
Change0 (0%)
Value$1.5M (+$27.6K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares48,253 from 57,076
Change-8,823 (-15%)
Value$1.4M (-$232.2K)
Filed 2026-10-22
William Mack & Associates, Inc.
INCREASED
Shares48,054 from 32,053
Change+16,001 (+50%)
Value$1.4M (+$498.3K)
Filed 2026-10-27
Gainplan LLC
INCREASED
Shares47,892 from 47,748
Change+144 (+0%)
Value$1.4M (+$31.5K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares47,718 from 38,675
Change+9,043 (+23%)
Value$1.4M (+$293.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares47,684 from 50,742
Change-3,058 (-6%)
Value$1.4M (-$62.8K)
Filed 2026-11-04
SLT Holdings LLC
INCREASED
Shares47,509 from 22,294
Change+25,215 (+113%)
Value$1.4M (+$769.2K)
Filed 2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED
Shares47,424 from 48,249
Change-825 (-2%)
Value$1.4M (+$2.8K)
Filed 2026-10-06
Cambridge Advisors Inc.
INCREASED
Shares47,064 from 47,019
Change+45 (+0%)
Value$1.4M (+$28.2K)
Filed 2026-10-19
Amicus Financial Advisors, LLC
INCREASED
Shares47,051 from 46,987
Change+64 (+0%)
Value$1.4M (+$28.7K)
Filed 2026-11-03
Washington Trust Co
UNCHANGED
Shares46,960 from 46,960
Change0 (0%)
Value$1.4M (+$26.8K)
Filed 2026-10-22
Directional Asset Management
INCREASED
Shares46,815 from 45,589
Change+1,226 (+3%)
Value$1.4M (+$62.7K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares45,703 from 50,937
Change-5,234 (-10%)
Value$1.4M (-$128.0K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares45,648 from 46,033
Change-385 (-1%)
Value$1.4M (+$14.7K)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares45,492 from 44,743
Change+749 (+2%)
Value$1.4M (+$48.0K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares45,347
Change+45,347
Value$1.4M
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares45,041 from 39,010
Change+6,031 (+15%)
Value$1.4M (+$203.2K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
INCREASED
Shares44,914 from 44,665
Change+249 (+1%)
Value$1.3K (-$1.3M)
Filed 2026-10-20
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares44,749 from 44,749
Change0 (0%)
Value$1.3M (+$25.5K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares44,710 from 48,714
Change-4,004 (-8%)
Value$1.3M (-$92.4K)
Filed 2026-10-28
Clayton Financial Group LLC
INCREASED
Shares44,635 from 44,595
Change+40 (+0%)
Value$1.3M (+$26.6K)
Filed 2026-10-13
Carnegie Investment Counsel
INCREASED
Shares44,510 from 41,789
Change+2,721 (+7%)
Value$1.3M (+$105.5K)
Filed 2026-10-20
Total Investment Management Inc
INCREASED
Shares44,490 from 11,443
Change+33,047 (+289%)
Value$1.3M (+$997.8K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares43,712 from 41,402
Change+2,310 (+6%)
Value$1.3M (+$92.9K)
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares43,446 from 47,561
Change-4,115 (-9%)
Value$1.3M (-$96.3K)
Filed 2026-10-20
Westco Advisory Services Inc
DECREASED
Shares42,699 from 42,959
Change-260 (-1%)
Value$1.3M (+$16.7K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares42,484 from 41,217
Change+1,267 (+3%)
Value$1.3M (+$61.5K)
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares41,968 from 43,759
Change-1,791 (-4%)
Value$1.3M (-$8.3K)
Filed 2026-11-02
Cdkv Holdings LLC
DECREASED
Shares41,840 from 42,604
Change-764 (-2%)
Value$1.3M (+$1.4K)
Filed 2026-10-28
Michels Family Financial, LLC
DECREASED
Shares41,815 from 43,417
Change-1,602 (-4%)
Value$1.3M (-$23.3K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
DECREASED
Shares41,710 from 42,952
Change-1,242 (-3%)
Value$1.3K (-$13)
Filed 2026-10-13
Victory Financial Group, LLC
DECREASED
Shares41,490 from 41,645
Change-155 (0%)
Value$1.2M (+$19.1K)
Filed 2026-10-27
Clarity Wealth Advisors, LLC
DECREASED
Shares41,065 from 42,293
Change-1,228 (-3%)
Value$1.2M (-$12.7K)
Filed 2026-10-21
Noble Family Wealth, LLC
INCREASED
Shares41,024 from 40,442
Change+582 (+1%)
Value$1.2M (+$40.5K)
Filed 2026-10-26
Garde Capital, Inc.
UNCHANGED
Shares40,897 from 40,897
Change0 (0%)
Value$1.2M (+$23.3K)
Filed 2026-10-29
Firestone Capital Management
INCREASED
Shares40,627 from 40,547
Change+80 (+0%)
Value$1.2M (+$25.5K)
Filed 2026-11-03
Sachem Hill LLC
DECREASED
Shares40,308 from 41,021
Change-713 (-2%)
Value$1.2M (+$2.0K)
Filed 2026-10-14
One Wealth Capital Management, LLC
DECREASED
Shares40,225 from 80,097
Change-39,872 (-50%)
Value$1.2M (-$1.2M)
Filed 2026-10-23
Tactive Advisors, LLC
DECREASED
Shares40,188 from 40,484
Change-296 (-1%)
Value$1.2M (+$14.2K)
Filed 2026-10-08
Unify Financial Advisors
DECREASED
Shares40,093 from 40,363
Change-270 (-1%)
Value$1.2M (+$14.9K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares39,698 from 39,698
Change0 (0%)
Value$1.2M (+$22.6K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares38,959 from 33,839
Change+5,120 (+15%)
Value$1.2M (+$172.9K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares38,816 from 33,929
Change+4,887 (+14%)
Value$1.2M (+$166.0K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares38,168 from 37,302
Change+866 (+2%)
Value$1.1M (+$50.7K)
Filed 2026-11-03
Twele Capital Management, Inc.
DECREASED
Shares37,972 from 38,364
Change-392 (-1%)
Value$1.1M (+$10.1K)
Filed 2026-10-13
Mitchell Sinkler & Starr
UNCHANGED
Shares37,943 from 37,943
Change0 (0%)
Value$1.1M (+$21.6K)
Filed 2026-10-13
Argos Wealth Advisors, LLC
INCREASED
Shares37,811 from 37,806
Change+5 (+0%)
Value$1.1M (+$21.7K)
Filed 2026-11-02
Evensky & Katz LLC
INCREASED
Shares37,674 from 37,632
Change+42 (+0%)
Value$1.1K (-$1.1M)
Filed 2026-10-27
FF Advisors,LLC
UNCHANGED
Shares37,624 from 37,624
Change0 (0%)
Value$1.1M (+$21.4K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
DECREASED
Shares37,103 from 48,983
Change-11,880 (-24%)
Value$1.1M (-$328.5K)
Filed 2026-11-04
Daytona Street Capital LLC
UNCHANGED
Shares37,007 from 37,007
Change0 (0%)
Value$1.1M (+$27.6K)
Filed 2026-10-15
Evergreen Capital Management LLC
INCREASED
Shares36,792 from 36,786
Change+6 (+0%)
Value$1.1M (+$21.1K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares36,351 from 34,904
Change+1,447 (+4%)
Value$1.1M (+$63.3K)
Filed 2026-11-03
Alternative Investment Advisors, Llc.
INCREASED
Shares36,345 from 34,605
Change+1,740 (+5%)
Value$1.1M (+$72.1K)
Filed 2026-11-03
Mirador Capital Partners LP
DECREASED
Shares36,302 from 37,394
Change-1,092 (-3%)
Value$1.1M (-$11.5K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED
Shares36,205 from 36,104
Change+101 (+0%)
Value$1.1M (+$23.6K)
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares35,983 from 35,983
Change0 (0%)
Value$1.1M (+$20.5K)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
INCREASED
Shares35,819 from 35,798
Change+21 (+0%)
Value$1.1M (+$21.0K)
Filed 2026-10-16
National Wealth Management Group, LLC
INCREASED
Shares35,738 from 34,928
Change+810 (+2%)
Value$1.1M (+$44.2K)
Filed 2026-10-26
Park Edge Advisors, LLC
UNCHANGED
Shares35,655 from 35,655
Change0 (0%)
Value$1.1M (+$20.3K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares35,504 from 36,326
Change-822 (-2%)
Value$1.1M (-$4.0K)
Filed 2026-10-30
Summit Asset Management, LLC
UNCHANGED
Shares35,475 from 35,475
Change0 (0%)
Value$1.1M (+$20.2K)
Filed 2026-11-05
Heritage Investment Group, Inc.
UNCHANGED
Shares35,289 from 35,289
Change0 (0%)
Value$1.1M (+$20.1K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares35,217 from 34,256
Change+961 (+3%)
Value$1.1M (+$48.4K)
Filed 2026-10-23
Landmark Wealth Management, LLC
DECREASED
Shares34,826 from 35,172
Change-346 (-1%)
Value$1.0M (+$9.7K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares34,381 from 12,050
Change+22,331 (+185%)
Value$1.0M (+$676.1K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
UNCHANGED
Shares34,128 from 34,128
Change0 (0%)
Value$1.0M (+$19.5K)
Filed 2026-10-19
Walker Financial Services, Inc.
INCREASED
Shares34,123 from 34,082
Change+41 (+0%)
Value$1.0M (+$20.7K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares33,854 from 26,193
Change+7,661 (+29%)
Value$1.0M (+$244.8K)
Filed 2026-11-05
Investment Planning Advisors, Inc.
DECREASED
Shares33,789 from 35,379
Change-1,590 (-4%)
Value$1.0M (-$27.5K)
Filed 2026-10-14
Clark Asset Management, LLC
UNCHANGED
Shares33,783 from 33,783
Change0 (0%)
Value$1.0M (+$19.3K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares33,749 from 33,545
Change+204 (+1%)
Value$1.0M (+$25.2K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares33,739 from 33,126
Change+613 (+2%)
Value$1.0M (+$37.3K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares33,657 from 31,818
Change+1,839 (+6%)
Value$1.0M (+$73.3K)
Filed 2026-10-29
IFG Advisors, LLC
INCREASED
Shares33,555 from 17,139
Change+16,416 (+96%)
Value$1.0M (+$502.3K)
Filed 2026-10-15
Entrewealth, LLC
INCREASED
Shares33,529 from 33,277
Change+252 (+1%)
Value$1.0M (-$2.4K)
Filed 2026-10-14
Landmark Wealth Management, Inc.
INCREASED
Shares33,465 from 33,283
Change+182 (+1%)
Value$1.0M (+$24.4K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares33,343 from 42,909
Change-9,566 (-22%)
Value$1.0M (-$265.9K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
DECREASED
Shares33,311 from 33,314
Change-3 (0%)
Value$999.3K (+$18.9K)
Filed 2026-10-19
Fiduciary Family Office, LLC
UNCHANGED
Shares33,177 from 33,177
Change0 (0%)
Value$995.3K (+$18.9K)
Filed 2026-11-04
McCarley & Cook Financial Planners
INCREASED
Shares33,148 from 31,230
Change+1,918 (+6%)
Value$994.4K (+$75.3K)
Filed 2026-10-21
Inlight Wealth Management, LLC
INCREASED
Shares33,143 from 9,322
Change+23,821 (+256%)
Value$994.3K (+$719.9K)
Filed 2026-10-21
Highline Wealth Partners LLC
DECREASED
Shares33,128 from 35,461
Change-2,333 (-7%)
Value$993.8K (-$49.8K)
Filed 2026-10-19
Security Financial Services, Inc.
UNCHANGED
Shares32,982 from 32,982
Change0 (0%)
Value$989.5K (+$18.8K)
Filed 2026-10-29
Eiger Wealth Management, LLC
INCREASED
Shares32,981 from 32,891
Change+90 (+0%)
Value$989.4K (+$21.4K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares32,695
Change+32,695
Value$980.8K
Filed 2026-11-04
Integrity Investment Advisors, LLC
DECREASED
Shares32,542 from 43,034
Change-10,492 (-24%)
Value$976.3K (-$290.2K)
Filed 2026-11-03
Svrn Asset Management, LLC
UNCHANGED
Shares32,400 from 32,400
Change0 (0%)
Value$972.0K (+$18.5K)
Filed 2026-11-02
Venture Visionary Partners LLC
DECREASED
Shares31,872 from 32,056
Change-184 (-1%)
Value$956.2K (+$12.8K)
Filed 2026-10-07
Fulton Breakefield Broenniman LLC
INCREASED
Shares31,856 from 30,575
Change+1,281 (+4%)
Value$955.7K (+$55.9K)
Filed 2026-11-03
Rede Wealth, LLC
UNCHANGED
Shares31,782 from 31,782
Change0 (0%)
Value$953.5K (+$18.1K)
Filed 2026-10-22
MBE Wealth Management, LLC
INCREASED
Shares31,760 from 17,716
Change+14,044 (+79%)
Value$952.8K (+$431.4K)
Filed 2026-10-26
Plan A Wealth LLC
INCREASED
Shares31,279 from 31,264
Change+15 (+0%)
Value$938.4K (+$18.3K)
Filed 2026-10-08
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares31,034 from 31,034
Change0 (0%)
Value$931.0K (+$17.7K)
Filed 2026-10-14
Klingman & Associates, LLC
UNCHANGED
Shares30,778 from 30,778
Change0 (0%)
Value$923.3K (+$17.5K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares30,528 from 15,224
Change+15,304 (+101%)
Value$915.8K (+$467.8K)
Filed 2026-10-14
Goldstein Advisors, LLC
INCREASED
Shares30,202 from 26,640
Change+3,562 (+13%)
Value$906.1K (+$122.0K)
Filed 2026-10-15
Advisor Resource Council
DECREASED
Shares30,087 from 33,362
Change-3,275 (-10%)
Value$918.9K (-$70.3K)
Filed 2026-11-05
HCR Wealth Advisors
UNCHANGED
Shares29,673 from 29,673
Change0 (0%)
Value$890.2K (+$16.9K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares29,633 from 30,298
Change-665 (-2%)
Value$889 (-$891.1K)
Filed 2026-10-22
Single Point Partners, LLC
DECREASED
Shares29,514 from 29,671
Change-157 (-1%)
Value$885.4K (+$12.2K)
Filed 2026-10-19
Tanglewood Wealth Management, Inc.
INCREASED
Shares29,250 from 29,249
Change+1 (0%)
Value$877.5K (+$16.7K)
Filed 2026-10-23
ARK & TLK Investments, LLC
DECREASED
Shares29,097 from 29,484
Change-387 (-1%)
Value$872.9K (+$5.2K)
Filed 2026-10-20
S&A Financial Services, Inc.
INCREASED
Shares28,760 from 28,643
Change+117 (+0%)
Value$862.8K (+$19.8K)
Filed 2026-11-03
LifePlan Financial, LLC
INCREASED
Shares28,550 from 27,475
Change+1,075 (+4%)
Value$869.9K (+$61.3K)
Filed 2026-10-13
Carolina Wealth Advisors, LLC
DECREASED
Shares28,522 from 32,703
Change-4,181 (-13%)
Value$855.7K (-$106.8K)
Filed 2026-10-23
GS Investments, Inc.
UNCHANGED
Shares28,505 from 28,505
Change0 (0%)
Value$855.2K (+$16.2K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
INCREASED
Shares28,416 from 25,758
Change+2,658 (+10%)
Value$852.5K (+$94.4K)
Filed 2026-10-21
Greenleaf Trust
UNCHANGED
Shares28,363 from 28,363
Change0 (0%)
Value$850.9K (+$16.2K)
Filed 2026-10-29
Impact Capital Partners LLC
INCREASED
Shares28,217 from 28,141
Change+76 (+0%)
Value$846.5K (+$18.3K)
Filed 2026-10-22
Crescent Sterling, Ltd.
INCREASED
Shares28,148 from 25,601
Change+2,547 (+10%)
Value$844.4K (+$91.0K)
Filed 2026-10-16
WestHill Financial Advisors, Inc.
UNCHANGED
Shares27,900 from 27,900
Change0 (0%)
Value$837.0K (+$15.9K)
Filed 2026-10-14
Catalyst Investment Management LLC
DECREASED
Shares27,544 from 28,770
Change-1,226 (-4%)
Value$826.3K (-$20.4K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED
Shares27,444 from 23,846
Change+3,598 (+15%)
Value$823.3K (+$121.5K)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares27,185 from 27,602
Change-417 (-2%)
Value$815.6K (+$3.2K)
Filed 2026-10-21
Horst & Graben Wealth Management LLC
DECREASED
Shares26,843 from 28,454
Change-1,611 (-6%)
Value$805.3K (-$31.0K)
Filed 2026-11-02
Aerodigm Wealth, LLC
UNCHANGED
Shares26,842 from 26,842
Change0 (0%)
Value$805.3K (+$15.3K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares26,674 from 26,616
Change+58 (+0%)
Value$800.2K (+$25.1K)
Filed 2026-10-19
TrueWealth Advisors, LLC
UNCHANGED
Shares26,557 from 26,557
Change0 (0%)
Value$796.7K (+$15.1K)
Filed 2026-10-09
LexAurum Advisors, LLC
INCREASED
Shares26,267 from 21,122
Change+5,145 (+24%)
Value$788.0K (+$166.4K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
INCREASED
Shares26,179 from 26,119
Change+60 (+0%)
Value$785.4K (+$16.7K)
Filed 2026-10-27
International Private Wealth Advisors LLC
DECREASED
Shares25,614 from 28,714
Change-3,100 (-11%)
Value$768.4K (-$76.6K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
INCREASED
Shares25,586 from 25,528
Change+58 (+0%)
Value$767.6K (+$16.3K)
Filed 2026-10-13
Hartline Investment Corp/
DECREASED
Shares25,570 from 25,798
Change-228 (-1%)
Value$767.1K (+$7.9K)
Filed 2026-10-29
Mason & Associates, LLC
UNCHANGED
Shares25,569 from 25,569
Change0 (0%)
Value$767.1K (+$14.6K)
Filed 2026-10-26
WealthPLAN Partners, LLC
DECREASED
Shares25,381 from 25,483
Change-102 (0%)
Value$761.4K (+$11.5K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
DECREASED
Shares25,359 from 25,502
Change-143 (-1%)
Value$777.0K (+$26.5K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
INCREASED
Shares25,300 from 16,180
Change+9,120 (+56%)
Value$759.0K (+$282.8K)
Filed 2026-10-13
Oarsman Capital, Inc.
INCREASED
Shares25,261 from 23,585
Change+1,676 (+7%)
Value$757.8K (+$63.7K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares25,110 from 25,096
Change+14 (+0%)
Value$753.3K (+$14.7K)
Filed 2026-10-08
Gibson Capital, LLC
INCREASED
Shares25,093 from 24,649
Change+444 (+2%)
Value$752.8K (+$27.4K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED
Shares24,909 from 24,659
Change+250 (+1%)
Value$747.3K (+$21.6K)
Filed 2026-11-02
Investment Research Partners LLC
INCREASED
Shares24,894 from 19,321
Change+5,573 (+29%)
Value$746.8K (+$178.2K)
Filed 2026-10-19
Stewardship Advisors, LLC
DECREASED
Shares24,834 from 38,623
Change-13,789 (-36%)
Value$745.0K (-$391.7K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED
Shares24,693 from 23,818
Change+875 (+4%)
Value$740.8K (+$39.8K)
Filed 2026-10-09
Forum Financial Management, LP
DECREASED
Shares24,628 from 26,189
Change-1,561 (-6%)
Value$738.8K (-$31.9K)
Filed 2026-10-16
Avail Investment Partners, LLC
INCREASED
Shares24,593 from 19,068
Change+5,525 (+29%)
Value$737.8K (+$176.6K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares24,561 from 24,486
Change+75 (+0%)
Value$736.8K (+$16.2K)
Filed 2026-11-02
RAM Investment Partners, LLC
INCREASED
Shares24,354 from 10,149
Change+14,205 (+140%)
Value$730.6K (+$431.9K)
Filed 2026-10-21
Torren Management, LLC
DECREASED
Shares24,139 from 24,294
Change-155 (-1%)
Value$724.2K (+$9.2K)
Filed 2026-10-29
Bennett Selby Investments LP
UNCHANGED
Shares23,963 from 23,963
Change0 (0%)
Value$718.9K (+$13.7K)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED
Shares23,817 from 24,276
Change-459 (-2%)
Value$714.5K (+$50)
Filed 2026-10-16
Beacon Financial Advisory LLC
NEW
Shares23,606
Change+23,606
Value$708.2K
Filed 2026-10-16
Carmel Capital Partners, LLC
INCREASED
Shares23,368 from 22,518
Change+850 (+4%)
Value$701.0K (+$38.3K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares23,307 from 22,490
Change+817 (+4%)
Value$706.7K (+$47.5K)
Filed 2026-10-09
Titleist Asset Management, LLC
INCREASED
Shares23,287 from 15,732
Change+7,555 (+48%)
Value$698.6K (+$235.6K)
Filed 2026-10-08
Fiduciary Alliance LLC
DECREASED
Shares22,977 from 23,490
Change-513 (-2%)
Value$689.3K (-$2.0K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
INCREASED
Shares22,477 from 17,616
Change+4,861 (+28%)
Value$674.3K (+$155.9K)
Filed 2026-10-15
Boyd Wealth Management, LLC
UNCHANGED
Shares22,343 from 22,343
Change0 (0%)
Value$670.3K (+$12.7K)
Filed 2026-10-20
Dagco, Inc.
UNCHANGED
Shares22,236 from 22,236
Change0 (0%)
Value$667.1K (+$12.7K)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED
Shares22,181 from 23,888
Change-1,707 (-7%)
Value$665.4K (-$37.6K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares21,922 from 12,881
Change+9,041 (+70%)
Value$657.7K (+$278.6K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares21,871 from 22,070
Change-199 (-1%)
Value$656.1K (+$6.6K)
Filed 2026-10-15
Jacobsen Capital Management
DECREASED
Shares21,817 from 22,300
Change-483 (-2%)
Value$654.5K (-$1.8K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
INCREASED
Shares21,692 from 15,506
Change+6,186 (+40%)
Value$650.7K (+$194.4K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares21,400 from 21,395
Change+5 (+0%)
Value$642.0K (+$12.3K)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares21,345 from 19,495
Change+1,850 (+9%)
Value$640.4K (+$66.6K)
Filed 2026-11-04
Fairman Group, LLC
DECREASED
Shares21,278 from 21,433
Change-155 (-1%)
Value$638.3K (+$7.6K)
Filed 2026-10-26
Wlth Capital Management, LLC
DECREASED
Shares21,141 from 91,904
Change-70,763 (-77%)
Value$634.2K (-$2.1M)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares21,114 from 20,454
Change+660 (+3%)
Value$633.4K (+$22.3K)
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares21,057 from 15,684
Change+5,373 (+34%)
Value$631.7K (+$170.1K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares21,024 from 14,459
Change+6,565 (+45%)
Value$625.1K (+$199.5K)
Filed 2026-11-04
Morton Capital Management LLC
INCREASED
Shares20,950 from 20,945
Change+5 (+0%)
Value$628.5K (+$12.1K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares20,563 from 16,437
Change+4,126 (+25%)
Value$616.9K (+$133.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares20,554 from 20,088
Change+466 (+2%)
Value$616.6K (+$25.4K)
Filed 2026-10-13
Patten & Patten Inc
INCREASED
Shares20,526 from 19,326
Change+1,200 (+6%)
Value$615.8K (+$47.0K)
Filed 2026-10-26
KW Wealth Management LLC
NEW
Shares20,525
Change+20,525
Value$615.8K
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares20,454 from 20,453
Change+1 (0%)
Value$613.6K (+$11.7K)
Filed 2026-10-09
City Center Advisors, LLC
INCREASED
Shares20,413 from 17,106
Change+3,307 (+19%)
Value$612.4K (+$109.0K)
Filed 2026-10-08
D.A. Davidson & Co.
DECREASED
Shares20,340 from 23,857
Change-3,517 (-15%)
Value$610.2K (-$91.9K)
Filed 2026-10-28
Cypress Financial Planning LLC
DECREASED
Shares20,301 from 26,391
Change-6,090 (-23%)
Value$609.0K (-$167.7K)
Filed 2026-10-09
Opus Capital Group, LLC
UNCHANGED
Shares20,209 from 20,209
Change0 (0%)
Value$606 (-$594.4K)
Filed 2026-10-30
ERn Financial, LLC
UNCHANGED
Shares20,124 from 20,124
Change0 (0%)
Value$603.7K (+$11.5K)
Filed 2026-10-28
Watershed Private Wealth LLC
DECREASED
Shares20,021 from 20,072
Change-51 (0%)
Value$600.6K (+$9.9K)
Filed 2026-10-30
RF&L Wealth Management, LLC
UNCHANGED
Shares20,001 from 20,001
Change0 (0%)
Value$600.0K (+$11.4K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares19,989 from 19,293
Change+696 (+4%)
Value$599.7K (+$31.9K)
Filed 2026-10-29
Laurel Wealth Advisors LLC
UNCHANGED
Shares19,881 from 19,881
Change0 (0%)
Value$596.4K (+$11.3K)
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares19,855 from 19,855
Change0 (0%)
Value$595.7K (+$11.3K)
Filed 2026-10-06
Atticus Wealth Management, LLC
INCREASED
Shares19,772 from 18,677
Change+1,095 (+6%)
Value$593.2K (+$43.5K)
Filed 2026-10-20
Valley Brook Capital Group, Inc.
INCREASED
Shares19,604 from 18,480
Change+1,124 (+6%)
Value$588.1K (+$44.3K)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares19,562 from 19,559
Change+3 (+0%)
Value$586.9K (+$11.2K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED
Shares19,546 from 19,540
Change+6 (+0%)
Value$586.4K (+$11.3K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
NEW
Shares19,518
Change+19,518
Value$585.6K
Filed 2026-11-02
Grandview Asset Management LLC
NEW
Shares19,483
Change+19,483
Value$584.5K
Filed 2026-10-19
Rossby Financial, LCC
DECREASED
Shares19,458 from 21,391
Change-1,933 (-9%)
Value$583.7K (-$45.8K)
Filed 2026-11-05
Martel Wealth Advisors LLC
INCREASED
Shares19,439 from 19,424
Change+15 (+0%)
Value$583.2K (+$11.5K)
Filed 2026-10-14
GEM Asset Management, LLC
INCREASED
Shares19,292 from 19,259
Change+33 (+0%)
Value$578.8K (+$12.0K)
Filed 2026-10-13
Uncommon Cents Investing Inc
UNCHANGED
Shares19,236 from 19,236
Change0 (0%)
Value$577.1K (+$11.0K)
Filed 2026-10-20
DecisionPoint Financial, LLC
UNCHANGED
Shares19,205 from 19,205
Change0 (0%)
Value$577.9K (+$13.4K)
Filed 2026-10-27
Retiremitten Financial LLC
DECREASED
Shares18,930 from 19,753
Change-823 (-4%)
Value$575.3K (-$6.0K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
DECREASED
Shares18,854 from 22,369
Change-3,515 (-16%)
Value$565.6K (-$92.7K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
INCREASED
Shares18,809 from 18,799
Change+10 (+0%)
Value$564.3K (+$11.0K)
Filed 2026-10-09
CRA Financial Services, LLC
UNCHANGED
Shares18,796 from 18,796
Change0 (0%)
Value$563.9K (+$10.7K)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares18,754 from 9,282
Change+9,472 (+102%)
Value$562.6K (+$289.5K)
Filed 2026-10-19
Cookson Peirce & Co Inc
NEW
Shares18,343
Change+18,343
Value$550.3K
Filed 2026-10-30
Perryman Financial Advisory Inc
DECREASED
Shares18,276 from 19,141
Change-865 (-5%)
Value$548.3K (-$15.0K)
Filed 2026-10-16
Grantvest Financial Group LLC
INCREASED
Shares18,207 from 17,316
Change+891 (+5%)
Value$546.2K (+$36.6K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED
Shares18,162 from 18,162
Change0 (0%)
Value$544.9K (+$10.4K)
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares18,039 from 27,224
Change-9,185 (-34%)
Value$552.2K (-$257.5K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares17,748 from 23,516
Change-5,768 (-25%)
Value$532.4K (-$159.6K)
Filed 2026-10-16
Integrity Alliance, Llc.
DECREASED
Shares17,679 from 25,268
Change-7,589 (-30%)
Value$530.4K (-$213.2K)
Filed 2026-10-29
Pacific Park Financial, Inc.
INCREASED
Shares17,578 from 15,016
Change+2,562 (+17%)
Value$527.3K (+$85.4K)
Filed 2026-10-13
Armor Investment Advisors, LLC
UNCHANGED
Shares17,574 from 17,574
Change0 (0%)
Value$527.2K (+$10.0K)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares17,496 from 40,275
Change-22,779 (-57%)
Value$524.9K (-$660.4K)
Filed 2026-10-30
Gill Capital Partners, LLC
DECREASED
Shares17,452 from 17,712
Change-260 (-1%)
Value$523.6K (+$2.3K)
Filed 2026-10-13
Hudock, Inc.
INCREASED
Shares17,419 from 17,407
Change+12 (+0%)
Value$522.6K (+$10.3K)
Filed 2026-10-14
DDD Partners, LLC
UNCHANGED
Shares17,364 from 17,364
Change0 (0%)
Value$520.9K (+$9.9K)
Filed 2026-11-02
TPG Advisors LLC
DECREASED
Shares17,349 from 17,735
Change-386 (-2%)
Value$520.5K (-$1.5K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares17,240 from 17,240
Change0 (0%)
Value$517.2K (+$9.8K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares17,173 from 17,173
Change0 (0%)
Value$515.2K (+$9.8K)
Filed 2026-10-15
North Forty Two & Co.
DECREASED
Shares17,156 from 20,906
Change-3,750 (-18%)
Value$514.7K (-$100.6K)
Filed 2026-10-19
Rinkey Investments
UNCHANGED
Shares17,090 from 17,090
Change0 (0%)
Value$512.7K (+$9.7K)
Filed 2026-10-28
Waldron Private Wealth LLC
UNCHANGED
Shares17,051 from 17,051
Change0 (0%)
Value$511.5K (+$9.7K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares17,044 from 16,847
Change+197 (+1%)
Value$511.3K (+$15.5K)
Filed 2026-10-27
Flagship Private Wealth, LLC
UNCHANGED
Shares17,021 from 17,021
Change0 (0%)
Value$510.6K (+$9.7K)
Filed 2026-11-05
Evansbrook LLC
INCREASED
Shares17,000 from 16,639
Change+361 (+2%)
Value$510.0K (+$20.3K)
Filed 2026-10-16
Nautilus Advisors LLC
UNCHANGED
Shares16,950 from 16,950
Change0 (0%)
Value$508.5K (+$4.4K)
Filed 2026-10-07
Davenport & Co LLC
INCREASED
Shares16,928 from 15,154
Change+1,774 (+12%)
Value$507.9K (+$61.9K)
Filed 2026-10-14
Barton Investment Management
INCREASED
Shares16,890 from 16,844
Change+46 (+0%)
Value$506.7K (+$11.0K)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
INCREASED
Shares16,751 from 13,800
Change+2,951 (+21%)
Value$502.5K (+$96.4K)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares16,746 from 16,724
Change+22 (+0%)
Value$502.4K (+$10.2K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
NEW
Shares16,709
Change+16,709
Value$501.3K
Filed 2026-10-26
First County Bank
DECREASED
Shares16,570 from 17,370
Change-800 (-5%)
Value$497.1K (-$14.1K)
Filed 2026-10-13
Networth Advisors, LLC
INCREASED
Shares16,545 from 16,500
Change+45 (+0%)
Value$496.3K (+$10.7K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares16,485 from 16,485
Change0 (0%)
Value$494.6K (+$9.4K)
Filed 2026-10-15
Slow Capital, Inc.
DECREASED
Shares16,483 from 17,125
Change-642 (-4%)
Value$494.5K (-$9.5K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares16,246 from 18,264
Change-2,018 (-11%)
Value$487.4K (-$50.1K)
Filed 2026-10-09
Builder Investment Group Inc
INCREASED
Shares16,210 from 16,208
Change+2 (+0%)
Value$486.3K (+$9.3K)
Filed 2026-10-22
Pathway Financial Advisors LLC
UNCHANGED
Shares16,158 from 16,158
Change0 (0%)
Value$484.7K (+$9.7K)
Filed 2026-10-07
Financial Life Advisors
INCREASED
Shares16,147 from 15,708
Change+439 (+3%)
Value$484.4K (+$22.1K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares16,055 from 17,123
Change-1,068 (-6%)
Value$481.7K (-$22.3K)
Filed 2026-11-05
Mindset Wealth Management, LLC
INCREASED
Shares15,923 from 14,120
Change+1,803 (+13%)
Value$477.7K (+$62.1K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares15,749 from 16,001
Change-252 (-2%)
Value$472.5K (+$1.6K)
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares15,546 from 15,546
Change0 (0%)
Value$466.4K (+$8.9K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares15,482 from 13,956
Change+1,526 (+11%)
Value$464.5K (+$53.7K)
Filed 2026-10-22
Your Advocates Ltd., LLP
DECREASED
Shares15,394 from 15,610
Change-216 (-1%)
Value$461.8K (+$2.4K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares15,374 from 15,372
Change+2 (+0%)
Value$461.2K (+$8.8K)
Filed 2026-11-05
Level Wealth Management LLC
NEW
Shares15,222
Change+15,222
Value$456.7K
Filed 2026-10-23
Global Wealth Strategies & Associates
INCREASED
Shares15,214 from 15,204
Change+10 (+0%)
Value$456.4K (+$9.0K)
Filed 2026-10-02
Keenan, LLC
INCREASED
Shares15,187 from 15,181
Change+6 (+0%)
Value$455.6K (+$8.8K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares15,144 from 15,240
Change-96 (-1%)
Value$454.3K (+$5.8K)
Filed 2026-10-22
Principal Financial Group Inc
DECREASED
Shares15,127 from 15,176
Change-49 (0%)
Value$453.8K (+$7.2K)
Filed 2026-11-02
Northern Financial Advisors Inc
INCREASED
Shares15,037 from 14,882
Change+155 (+1%)
Value$451.1K (+$13.1K)
Filed 2026-10-29
BXM Wealth LLC
UNCHANGED
Shares14,975 from 14,975
Change0 (0%)
Value$449.3K (+$8.5K)
Filed 2026-11-03
Motive Wealth Advisors
DECREASED
Shares14,948 from 18,016
Change-3,068 (-17%)
Value$448.4K (-$81.8K)
Filed 2026-10-26
Narwhal Capital Management
INCREASED
Shares14,940 from 13,033
Change+1,907 (+15%)
Value$448.2K (+$64.7K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED
Shares14,870 from 14,869
Change+1 (+0%)
Value$446.1K (+$8.5K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares14,820 from 14,820
Change0 (0%)
Value$444.6K (+$8.4K)
Filed 2026-10-26
SkyOak Wealth, LLC
UNCHANGED
Shares14,590 from 14,590
Change0 (0%)
Value$437.7K (+$8.3K)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
DECREASED
Shares14,551 from 15,985
Change-1,434 (-9%)
Value$436.5K (-$33.9K)
Filed 2026-10-09
Paladin Wealth, LLC
UNCHANGED
Shares14,544 from 14,544
Change0 (0%)
Value$436.3K (+$8.3K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED
Shares14,472 from 14,690
Change-218 (-1%)
Value$434.2K (+$1.8K)
Filed 2026-11-05
Mainsail Financial Group, LLC
UNCHANGED
Shares14,449 from 14,449
Change0 (0%)
Value$433.5K (+$8.2K)
Filed 2026-10-23
Shakespeare Wealth Management, LLC
INCREASED
Shares14,408 from 11,833
Change+2,575 (+22%)
Value$432.2K (+$84.0K)
Filed 2026-10-28
Fairway Wealth LLC
UNCHANGED
Shares14,373 from 14,373
Change0 (0%)
Value$431.2K (+$8.2K)
Filed 2026-10-30
Lighthouse Wealth Management Inc.
UNCHANGED
Shares14,202 from 14,202
Change0 (0%)
Value$426.1K (+$8.1K)
Filed 2026-10-13
Brown Wealth Management, LLC
INCREASED
Shares14,006 from 13,644
Change+362 (+3%)
Value$420.2K (+$18.6K)
Filed 2026-10-20
Cardinal Point Capital Management ULC
DECREASED
Shares13,938 from 19,566
Change-5,628 (-29%)
Value$418.1K (-$157.7K)
Filed 2026-10-21
Aviance Capital Partners, LLC
INCREASED
Shares13,901 from 13,899
Change+2 (+0%)
Value$417.0K (+$8.0K)
Filed 2026-10-29
Buttonwood Financial Group, LLC
NEW
Shares13,884
Change+13,884
Value$426.2K
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares13,675 from 6,889
Change+6,786 (+99%)
Value$410.3K (+$207.5K)
Filed 2026-10-09
FC Advisory LLC
INCREASED
Shares13,662 from 13,585
Change+77 (+1%)
Value$409.9K (+$10.0K)
Filed 2026-10-05
Montag A & Associates Inc
UNCHANGED
Shares13,584 from 13,584
Change0 (0%)
Value$407.5K (+$7.7K)
Filed 2026-10-29
Centurion Wealth Management LLC
NEW
Shares13,481
Change+13,481
Value$404.4K
Filed 2026-10-13
Oppenheimer Asset Management Inc.
DECREASED
Shares13,372 from 13,465
Change-93 (-1%)
Value$401.2K (+$4.9K)
Filed 2026-10-27
Legacy Advisors, LLC
INCREASED
Shares13,284 from 13,248
Change+36 (+0%)
Value$398.5K (+$8.6K)
Filed 2026-10-19
South Shore Capital Advisors
UNCHANGED
Shares13,223 from 13,223
Change0 (0%)
Value$396.7K (+$7.5K)
Filed 2026-10-20
One Day In July LLC
INCREASED
Shares13,194 from 10,856
Change+2,338 (+22%)
Value$395.8K (+$76.3K)
Filed 2026-10-30
Intrua Financial, LLC
INCREASED
Shares13,030 from 11,047
Change+1,983 (+18%)
Value$390.9K (+$65.8K)
Filed 2026-10-28
Berman McAleer LLC
UNCHANGED
Shares12,978 from 12,978
Change0 (0%)
Value$389.3K (+$7.4K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares12,921 from 13,151
Change-230 (-2%)
Value$387.6K (+$596)
Filed 2026-10-22
One Advisory Partners, LLC
DECREASED
Shares12,897 from 12,924
Change-27 (0%)
Value$386.9K (+$6.6K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares12,831 from 13,027
Change-196 (-1%)
Value$384.9K (+$1.6K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
INCREASED
Shares12,757 from 12,753
Change+4 (+0%)
Value$382.7K (+$7.4K)
Filed 2026-10-01
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares12,755 from 12,327
Change+428 (+3%)
Value$382.7K (+$19.9K)
Filed 2026-10-19
Retirement Guys Formula LLC
DECREASED
Shares12,669 from 12,923
Change-254 (-2%)
Value$380.1K (-$233)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares12,660 from 12,660
Change0 (0%)
Value$379.8K (+$7.2K)
Filed 2026-10-19
Angeles Wealth Management, LLC
UNCHANGED
Shares12,656 from 12,656
Change0 (0%)
Value$379.7K (+$7.2K)
Filed 2026-10-26
Eagle Harbor Asset Management Inc
INCREASED
Shares12,647 from 12,640
Change+7 (+0%)
Value$379.4K (+$7.4K)
Filed 2026-10-21
Radnor Capital Management, LLC
NEW
Shares12,620
Change+12,620
Value$378.6K
Filed 2026-10-23
LifeSteps Financial, Inc.
DECREASED
Shares12,614 from 12,801
Change-187 (-1%)
Value$378.4K (+$1.7K)
Filed 2026-10-15
PTM Wealth Management, LLC
INCREASED
Shares12,580 from 12,546
Change+34 (+0%)
Value$386.2K (+$20.9K)
Filed 2026-10-23
Highland Capital Management, LLC
UNCHANGED
Shares12,577 from 12,577
Change0 (0%)
Value$377.3K (+$7.2K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares12,449 from 11,907
Change+542 (+5%)
Value$373.5K (+$23.0K)
Filed 2026-10-28
CPC Advisors, LLC
UNCHANGED
Shares12,381 from 12,381
Change0 (0%)
Value$371.4K (+$7.1K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares12,369 from 12,369
Change0 (0%)
Value$371.1K (+$7.1K)
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
NEW
Shares12,257
Change+12,257
Value$367.7K
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares12,169 from 11,603
Change+566 (+5%)
Value$365.1K (+$23.6K)
Filed 2026-11-05
Financial Designs Corp
DECREASED
Shares12,040 from 14,172
Change-2,132 (-15%)
Value$361.2K (-$55.9K)
Filed 2026-10-09
Diversified Investment Strategies, LLC
DECREASED
Shares11,990 from 12,195
Change-205 (-2%)
Value$359.7K (+$801)
Filed 2026-10-28
Portus Wealth Advisors, LLC
DECREASED
Shares11,975 from 12,006
Change-31 (0%)
Value$359.2K (+$5.9K)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares11,969 from 11,937
Change+32 (+0%)
Value$359.1K (+$7.8K)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares11,952 from 11,952
Change0 (0%)
Value$358.6K (+$6.8K)
Filed 2026-10-05
GoalVest Advisory LLC
UNCHANGED
Shares11,925 from 11,925
Change0 (0%)
Value$357.8K (+$6.8K)
Filed 2026-10-02
MKD Wealth Coaches, LLC
INCREASED
Shares11,885 from 11,693
Change+192 (+2%)
Value$356.6K (+$12.4K)
Filed 2026-10-09
Accel Wealth Management
INCREASED
Shares11,857 from 11,187
Change+670 (+6%)
Value$355.7K (+$26.5K)
Filed 2026-10-13
LCW Services, LLC
INCREASED
Shares11,739 from 11,487
Change+252 (+2%)
Value$352.2K (+$14.1K)
Filed 2026-10-21
Fortem Financial Group, LLC
INCREASED
Shares11,728 from 11,004
Change+724 (+7%)
Value$351.8K (+$28.0K)
Filed 2026-10-20
Curtis Advisory Group, LLC
UNCHANGED
Shares11,601 from 11,601
Change0 (0%)
Value$348.0K (+$6.6K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
DECREASED
Shares11,599 from 11,614
Change-15 (0%)
Value$348.0K (+$6.2K)
Filed 2026-10-29
Accredited Investors Inc.
DECREASED
Shares11,574 from 16,042
Change-4,468 (-28%)
Value$347.2K (-$124.9K)
Filed 2026-11-03
Bluesphere Advisors LLC
UNCHANGED
Shares11,523 from 11,523
Change0 (0%)
Value$345.7K (+$6.6K)
Filed 2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares11,510 from 11,495
Change+15 (+0%)
Value$345.3K (+$7.0K)
Filed 2026-10-08
Legacy Wealth Partners, LLC
INCREASED
Shares11,496 from 10,787
Change+709 (+7%)
Value$344.9K (+$27.4K)
Filed 2026-10-15
Certior Financial Group, LLC
DECREASED
Shares11,470 from 12,138
Change-668 (-5%)
Value$344.1K (-$13.1K)
Filed 2026-10-19
Auctus Advisors LLC
UNCHANGED
Shares11,429 from 11,429
Change0 (0%)
Value$342.9K (+$6.5K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
INCREASED
Shares11,329 from 10,041
Change+1,288 (+13%)
Value$339.9K (+$46.1K)
Filed 2026-10-19
Fusion Capital, LLC
DECREASED
Shares11,251 from 12,689
Change-1,438 (-11%)
Value$337.5K (-$35.9K)
Filed 2026-10-28
Hippocratic Financial Advisors, LLC
DECREASED
Shares11,173 from 14,116
Change-2,943 (-21%)
Value$335.2K (-$80.2K)
Filed 2026-10-13
Bingham Private Wealth, LLC
INCREASED
Shares11,157 from 9,628
Change+1,529 (+16%)
Value$334.7K (+$51.4K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,153 from 8,806
Change+2,347 (+27%)
Value$334.6K (+$75.5K)
Filed 2026-10-14
Oakworth Capital, Inc.
DECREASED
Shares11,114 from 13,578
Change-2,464 (-18%)
Value$333.4K (-$65.6K)
Filed 2026-10-26
Index Fund Advisors, Inc.
DECREASED
Shares11,078 from 11,201
Change-123 (-1%)
Value$332.3K (+$2.7K)
Filed 2026-11-05
FinDec Wealth Services, Inc.
UNCHANGED
Shares11,071 from 11,071
Change0 (0%)
Value$332.1K (+$6.3K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares11,052 from 11,052
Change0 (0%)
Value$331.6K (+$6.3K)
Filed 2026-10-20
Quartz Partners, LLC
DECREASED
Shares11,012 from 11,253
Change-241 (-2%)
Value$330.4K (-$816)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED
Shares11,001 from 11,001
Change0 (0%)
Value$330.0K (+$6.3K)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares10,896 from 9,425
Change+1,471 (+16%)
Value$326.9K (+$49.5K)
Filed 2026-10-05
Fiduciary Financial Group, LLC
INCREASED
Shares10,850 from 10,833
Change+17 (+0%)
Value$325.5K (+$6.7K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
NEW
Shares10,827
Change+10,827
Value$324.8K
Filed 2026-10-26
William Howard & Co Financial Advisors Inc
INCREASED
Shares10,810 from 10,781
Change+29 (+0%)
Value$324.3K (+$7.0K)
Filed 2026-11-04
Family Investment Center, Inc.
DECREASED
Shares10,804 from 10,812
Change-8 (0%)
Value$324.1K (+$5.9K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED
Shares10,694 from 10,893
Change-199 (-2%)
Value$320.8K (+$214)
Filed 2026-10-15
JIM Saulnier & Associates, LLC
INCREASED
Shares10,667 from 10,647
Change+20 (+0%)
Value$320.0K (+$6.7K)
Filed 2026-11-04
Weatherly Asset Management L. P.
UNCHANGED
Shares10,644 from 10,644
Change0 (0%)
Value$319.3K (+$6.1K)
Filed 2026-10-20
SP Asset Management LLC
INCREASED
Shares10,611 from 10,610
Change+1 (+0%)
Value$318.3K (+$6.1K)
Filed 2026-11-05
Beacon Financial Group
UNCHANGED
Shares10,607 from 10,607
Change0 (0%)
Value$318.2K (+$6.0K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares10,580 from 8,230
Change+2,350 (+29%)
Value$317.4K (+$75.2K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares10,564 from 10,547
Change+17 (+0%)
Value$316.9K (+$6.5K)
Filed 2026-10-16
Eley Financial Management, Inc
UNCHANGED
Shares10,497 from 10,497
Change0 (0%)
Value$314.9K (+$6.0K)
Filed 2026-11-03
Pegasus Asset Management, Inc.
UNCHANGED
Shares10,487 from 10,487
Change0 (0%)
Value$314.6K (+$6.0K)
Filed 2026-11-03
BetterWealth, LLC
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$310.0K (+$5.9K)
Filed 2026-10-15
Elevated Financial Group LLC
DECREASED
Shares10,316 from 14,850
Change-4,534 (-31%)
Value$309.5K (-$127.6K)
Filed 2026-10-16
Wagner Wealth Management, LLC
INCREASED
Shares10,218 from 10,075
Change+143 (+1%)
Value$306.5K (+$10.0K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
DECREASED
Shares10,201 from 28,776
Change-18,575 (-65%)
Value$306.0K (-$540.8K)
Filed 2026-10-21
J. Derek Lewis & Associates Inc.
INCREASED
Shares10,136 from 9,901
Change+235 (+2%)
Value$304.1K (+$12.7K)
Filed 2026-11-03
Sensible Money, LLC
UNCHANGED
Shares10,067 from 10,067
Change0 (0%)
Value$302.0K (+$5.7K)
Filed 2026-10-20
Beacon Capital Management, LLC
INCREASED
Shares10,057 from 8,098
Change+1,959 (+24%)
Value$301.7K (+$63.4K)
Filed 2026-10-23
25 LLC
INCREASED
Shares10,017 from 9,937
Change+80 (+1%)
Value$300.5K (+$8.1K)
Filed 2026-10-13
Financial Advisory Corp
INCREASED
Shares9,933 from 9,683
Change+250 (+3%)
Value$298.0K (+$13.0K)
Filed 2026-10-14
WPG Advisers, LLC
DECREASED
Shares9,914 from 13,940
Change-4,026 (-29%)
Value$297.4K (-$112.8K)
Filed 2026-10-27
First Pacific Financial
DECREASED
Shares9,858 from 10,844
Change-986 (-9%)
Value$295.8K (-$23.4K)
Filed 2026-10-14
Traynor Capital Management, Inc.
DECREASED
Shares9,836 from 11,597
Change-1,761 (-15%)
Value$295.1K (-$46.2K)
Filed 2026-10-29
Penney Financial, LLC
UNCHANGED
Shares9,816 from 9,816
Change0 (0%)
Value$294.5K (+$5.6K)
Filed 2026-10-20
Segment Wealth Management, LLC
INCREASED
Shares9,802 from 9,789
Change+13 (+0%)
Value$294.1K (+$6.0K)
Filed 2026-10-26
Wrenne Financial Planning LLC
NEW
Shares9,801
Change+9,801
Value$294.1K
Filed 2026-10-30
Ethic Inc.
NEW
Shares9,750
Change+9,750
Value$292.5K
Filed 2026-11-03
Shira Ridge Wealth Management
UNCHANGED
Shares9,735 from 9,735
Change0 (0%)
Value$292.1K (+$5.5K)
Filed 2026-10-09
MKT Advisors LLC
INCREASED
Shares9,691 from 8,691
Change+1,000 (+12%)
Value$295.3K (+$39.0K)
Filed 2026-10-20
Private Management Group Inc
INCREASED
Shares9,623 from 6,882
Change+2,741 (+40%)
Value$288.7K (+$86.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares9,615 from 9,528
Change+87 (+1%)
Value$288.5K (+$8.0K)
Filed 2026-11-02
Strategic Planning Group, LLC
INCREASED
Shares9,607 from 9,581
Change+26 (+0%)
Value$288.2K (+$6.2K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares9,589 from 9,848
Change-259 (-3%)
Value$288.0K (-$1.9K)
Filed 2026-10-30
Summit Investment Advisory Services, LLC
DECREASED
Shares9,577 from 11,280
Change-1,703 (-15%)
Value$287.3K (-$44.7K)
Filed 2026-11-03
Essential Investment Partners LLC
NEW
Shares9,576
Change+9,576
Value$287.3K
Filed 2026-10-27
Foundation Wealth Management, LLC
NEW
Shares9,520
Change+9,520
Value$285.6K
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED
Shares9,473 from 9,472
Change+1 (+0%)
Value$284.2K (+$5.4K)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares9,468 from 9,468
Change0 (0%)
Value$284.0K (+$5.8K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares9,460
Change+9,460
Value$283.8K
Filed 2026-11-04
Mid-American Wealth Advisory Group, Inc.
NEW
Shares9,456
Change+9,456
Value$283.7K
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares9,443 from 3,144
Change+6,299 (+200%)
Value$283.3K (+$190.8K)
Filed 2026-10-08
Welch Group, LLC
UNCHANGED
Shares9,378 from 9,378
Change0 (0%)
Value$281.3K (+$5.3K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
DECREASED
Shares9,377 from 9,506
Change-129 (-1%)
Value$287.3K (+$5.5K)
Filed 2026-10-13
Old National Bancorp
UNCHANGED
Shares9,365 from 9,365
Change0 (0%)
Value$281.0K (+$5.3K)
Filed 2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares9,357 from 8,757
Change+600 (+7%)
Value$280.7K (+$23.0K)
Filed 2026-10-14
Howard Capital Management Group, LLC
UNCHANGED
Shares9,234 from 9,234
Change0 (0%)
Value$277.0K (+$5.3K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
DECREASED
Shares9,202 from 9,583
Change-381 (-4%)
Value$278.7K (-$3.3K)
Filed 2026-11-02
Capital Investment Counsel, LLC
DECREASED
Shares9,159 from 11,198
Change-2,039 (-18%)
Value$274.8K (-$54.8K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares9,069 from 9,035
Change+34 (+0%)
Value$272.1K (+$6.2K)
Filed 2026-10-30
Outbound Financial Inc
UNCHANGED
Shares8,941 from 8,941
Change0 (0%)
Value$268.2K (+$5.1K)
Filed 2026-10-13
LEE Danner & Bass Inc
UNCHANGED
Shares8,886 from 8,886
Change0 (0%)
Value$266.6K (+$5.1K)
Filed 2026-10-27
Centennial Wealth Advisory LLC
INCREASED
Shares8,796 from 8,478
Change+318 (+4%)
Value$263.9K (+$14.4K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED
Shares8,759 from 9,174
Change-415 (-5%)
Value$262.8K (-$7.2K)
Filed 2026-10-27
RW Investment Management LLC
UNCHANGED
Shares8,754 from 8,754
Change0 (0%)
Value$262.6K (+$5.0K)
Filed 2026-11-03
Apollon Financial, LLC
NEW
Shares8,740
Change+8,740
Value$262.2K
Filed 2026-10-23
Mustard Seed Financial, LLC
UNCHANGED
Shares8,695 from 8,695
Change0 (0%)
Value$260.9K (+$5.0K)
Filed 2026-10-30
Roan Capital Partners
INCREASED
Shares8,672 from 8,649
Change+23 (+0%)
Value$260.2K (+$5.6K)
Filed 2026-10-09
Capital Investment Services of America, Inc.
UNCHANGED
Shares8,670 from 8,670
Change0 (0%)
Value$260.1K (+$4.9K)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares8,609 from 8,606
Change+3 (+0%)
Value$258.3K (+$5.0K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares8,573 from 8,573
Change0 (0%)
Value$257.2K (+$4.9K)
Filed 2026-10-30
Global Assets Advisory, LLC
DECREASED
Shares8,546 from 8,749
Change-203 (-2%)
Value$260.8K (+$2.9K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares8,502 from 8,389
Change+113 (+1%)
Value$261.0K (+$14.1K)
Filed 2026-10-21
A&I Financial Services, LLC
NEW
Shares8,497
Change+8,497
Value$254.9K
Filed 2026-10-15
Mattern Wealth Management LLC
UNCHANGED
Shares8,496 from 8,496
Change0 (0%)
Value$254.9K (+$4.8K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares8,429 from 8,429
Change0 (0%)
Value$252.9K (+$4.8K)
Filed 2026-10-28
Rare Wolf Capital LLC
INCREASED
Shares8,417 from 8,400
Change+17 (+0%)
Value$252.5K (+$5.3K)
Filed 2026-10-20
Gateway Investment Advisers LLC
NEW
Shares8,416
Change+8,416
Value$252.5K
Filed 2026-10-13
G&S Capital LLC
INCREASED
Shares8,361 from 8,359
Change+2 (+0%)
Value$250.8K (+$4.8K)
Filed 2026-10-23
Capital City Trust Co
INCREASED
Shares8,327 from 6,815
Change+1,512 (+22%)
Value$249.8K (+$49.2K)
Filed 2026-10-22
WP Advisors, LLC
DECREASED
Shares8,297 from 8,337
Change-40 (0%)
Value$248.9K (+$3.6K)
Filed 2026-10-22
MSH Capital Advisors LLC
INCREASED
Shares8,177 from 8,164
Change+13 (+0%)
Value$245.3K (+$5.0K)
Filed 2026-11-03
Brindle & Bay Financial Advisors, LLC
NEW
Shares8,095
Change+8,095
Value$242.9K
Filed 2026-10-15
Sound Stewardship, LLC
DECREASED
Shares8,031 from 12,563
Change-4,532 (-36%)
Value$240.9K (-$128.8K)
Filed 2026-10-14
Sunbeam Capital Management, LLC
INCREASED
Shares8,031 from 8,009
Change+22 (+0%)
Value$240.9K (+$5.2K)
Filed 2026-11-05
Gibbs Wealth Management
NEW
Shares8,027
Change+8,027
Value$240.8K
Filed 2026-10-22
True Link Financial Advisors, LLC
DECREASED
Shares8,013 from 8,297
Change-284 (-3%)
Value$240.4K (-$3.8K)
Filed 2026-10-27
JB Capital LLC
INCREASED
Shares7,991 from 7,140
Change+851 (+12%)
Value$239.7K (+$29.6K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares7,987 from 7,984
Change+3 (+0%)
Value$239.6K (+$4.6K)
Filed 2026-11-04
Wealthcare Capital Management LLC
DECREASED
Shares7,959 from 8,076
Change-117 (-1%)
Value$238.8K (+$1.1K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
UNCHANGED
Shares7,924 from 7,924
Change0 (0%)
Value$237.7K (+$4.5K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED
Shares7,894 from 8,390
Change-496 (-6%)
Value$236.8K (-$10.1K)
Filed 2026-10-23
Level Financial Advisors
NEW
Shares7,870
Change+7,870
Value$236.1K
Filed 2026-10-13
Lesa Sroufe & Co
INCREASED
Shares7,866 from 7,831
Change+35 (+0%)
Value$236 (-$229.8K)
Filed 2026-10-29
Beacon Wealthcare LLC
UNCHANGED
Shares7,866 from 7,866
Change0 (0%)
Value$236.0K (+$4.5K)
Filed 2026-10-02
True Private Wealth Advisors
DECREASED
Shares7,842 from 8,064
Change-222 (-3%)
Value$235.3K (-$2.0K)
Filed 2026-10-19
Griffith & Werner, Inc.
UNCHANGED
Shares7,814 from 7,814
Change0 (0%)
Value$234.4K (+$4.4K)
Filed 2026-11-04
Lawood & Co
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$234.0K (+$4.4K)
Filed 2026-10-09
Chapin Davis, Inc.
UNCHANGED
Shares7,783 from 7,783
Change0 (0%)
Value$233.5K (+$4.4K)
Filed 2026-10-09
Virtue Asset Management LLC
INCREASED
Shares7,768 from 7,681
Change+87 (+1%)
Value$233.0K (+$7.0K)
Filed 2026-10-21
Lpwm LLC
NEW
Shares7,753
Change+7,753
Value$232.6K
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares7,752 from 7,740
Change+12 (+0%)
Value$232.6K (+$4.8K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED
Shares7,731 from 7,730
Change+1 (+0%)
Value$231.9K (+$4.4K)
Filed 2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED
Shares7,717 from 7,717
Change0 (0%)
Value$231.5K (+$4.4K)
Filed 2026-10-19
Fonville Wealth Management LLC
NEW
Shares7,711
Change+7,711
Value$231.3K
Filed 2026-10-28
Independent Wealth Network Inc.
DECREASED
Shares7,708 from 11,445
Change-3,737 (-33%)
Value$231.2K (-$105.6K)
Filed 2026-10-19
Scarborough Advisors, LLC
DECREASED
Shares7,704 from 1,938,737
Change-1,931,033 (-100%)
Value$231.1K (-$56.4M)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
NEW
Shares7,673
Change+7,673
Value$230.2K
Filed 2026-10-21
Stone Wealth Partners
NEW
Shares7,660
Change+7,660
Value$230.1K
Filed 2026-11-05
High Net Worth Advisory Group LLC
DECREASED
Shares7,526 from 9,719
Change-2,193 (-23%)
Value$225.8K (-$60.3K)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares7,481 from 7,474
Change+7 (+0%)
Value$224.4K (+$4.5K)
Filed 2026-11-03
Jacksonville Wealth Management, LLC
UNCHANGED
Shares7,473 from 7,473
Change0 (0%)
Value$224.2K (+$4.3K)
Filed 2026-10-30
Bria Capital Group, LLC
UNCHANGED
Shares7,464 from 7,464
Change0 (0%)
Value$223.9K (+$4.3K)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares7,458 from 7,458
Change0 (0%)
Value$223.7K (+$4.3K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares7,454 from 7,454
Change0 (0%)
Value$219.4K ($0)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares7,404 from 7,534
Change-130 (-2%)
Value$222.1K (+$395)
Filed 2026-10-27
Courier Capital LLC
NEW
Shares7,401
Change+7,401
Value$222.0K
Filed 2026-10-19
Clark Wealth Partners
UNCHANGED
Shares7,401 from 7,401
Change0 (0%)
Value$222.0K (+$4.2K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares7,398 from 7,398
Change0 (0%)
Value$221.9K (+$4.2K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares7,390 from 7,370
Change+20 (+0%)
Value$221.7K (+$4.8K)
Filed 2026-10-28
Verde Capital Management
INCREASED
Shares7,361 from 7,286
Change+75 (+1%)
Value$220.8K (+$6.4K)
Filed 2026-10-28
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares7,343 from 7,343
Change0 (0%)
Value$220.3K (+$4.2K)
Filed 2026-10-07
Noesis Capital Mangement Corp
NEW
Shares7,297
Change+7,297
Value$218.9K
Filed 2026-10-26
BLB&B Advisors, LLC
UNCHANGED
Shares7,284 from 7,284
Change0 (0%)
Value$218.5K (+$4.2K)
Filed 2026-10-27
Allegheny Financial Group
DECREASED
Shares7,259 from 7,324
Change-65 (-1%)
Value$217.8K (+$2.2K)
Filed 2026-11-05
Beacon Bank & Trust
UNCHANGED
Shares7,245 from 7,245
Change0 (0%)
Value$217.4K (+$4.1K)
Filed 2026-10-27
Principle Wealth Partners LLC
NEW
Shares7,216
Change+7,216
Value$216.5K
Filed 2026-11-02
Carmel Capital Management L.L.C.
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$216.0K (+$4.1K)
Filed 2026-10-30
Xena Financial Planning, LLC
NEW
Shares7,183
Change+7,183
Value$215.5K
Filed 2026-10-13
Canandaigua National Trust Co of Florida
NEW
Shares7,165
Change+7,165
Value$215.0K
Filed 2026-10-07
Braun-Bostich & Associates Inc.
DECREASED
Shares7,123 from 7,427
Change-304 (-4%)
Value$213.7K (-$4.9K)
Filed 2026-10-20
Private Wealth Partners, LLC
INCREASED
Shares7,108 from 7,102
Change+6 (+0%)
Value$213.2K (+$4.2K)
Filed 2026-10-22
Variant Private Wealth, LLC
INCREASED
Shares7,095 from 7,076
Change+19 (+0%)
Value$212.8K (+$4.6K)
Filed 2026-10-21
Cadinha & Co LLC
NEW
Shares7,077
Change+7,077
Value$212.3K
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED
Shares7,049 from 7,045
Change+4 (+0%)
Value$211.5K (+$4.1K)
Filed 2026-11-04
Summit Global Investments
NEW
Shares7,010
Change+7,010
Value$210
Filed 2026-10-28
Clay Northam Wealth Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$210.0K (+$4.0K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares6,994 from 6,975
Change+19 (+0%)
Value$209.8K (+$4.5K)
Filed 2026-11-05
Verity & Verity, LLC
DECREASED
Shares6,989 from 9,780
Change-2,791 (-29%)
Value$209.7K (-$78.2K)
Filed 2026-10-23
Integrated Wealth Management
DECREASED
Shares6,988 from 8,662
Change-1,674 (-19%)
Value$209.6K (-$45.3K)
Filed 2026-10-19
Rochester Wealth Strategies, LLC
UNCHANGED
Shares6,972 from 6,972
Change0 (0%)
Value$209.2K (+$4.0K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
INCREASED
Shares6,944 from 6,813
Change+131 (+2%)
Value$208.3K (+$7.8K)
Filed 2026-10-13
Clear Wave Wealth Management LLC
UNCHANGED
Shares6,910 from 6,910
Change0 (0%)
Value$207.3K (+$3.9K)
Filed 2026-11-04
Wealth Management Nebraska
UNCHANGED
Shares6,906 from 6,906
Change0 (0%)
Value$207.2K (+$3.9K)
Filed 2026-10-26
Wall Capital Group, Inc.
NEW
Shares6,812
Change+6,812
Value$204.4K
Filed 2026-10-14
SYM Financial Corp
DECREASED
Shares6,792 from 7,404
Change-612 (-8%)
Value$203.8K (-$14.1K)
Filed 2026-10-26
Tanager Wealth Management LLP
NEW
Shares6,771
Change+6,771
Value$203.1K
Filed 2026-10-19
Bdfs Capital LLC
NEW
Shares6,771
Change+6,771
Value$203.1K
Filed 2026-10-14
Wernau Asset Management Inc.
NEW
Shares6,754
Change+6,754
Value$202.6K
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares6,747 from 6,839
Change-92 (-1%)
Value$202.4K (+$1.2K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
NEW
Shares6,714
Change+6,714
Value$201.4K
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares6,700
Change+6,700
Value$201.0K
Filed 2026-10-23
Whitcomb & Hess, Inc.
NEW
Shares6,680
Change+6,680
Value$200.4K
Filed 2026-10-07
Arlington Trust Co LLC
UNCHANGED
Shares6,489 from 6,489
Change0 (0%)
Value$194.7K (+$3.7K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares6,078 from 6,078
Change0 (0%)
Value$182.3K (+$3.5K)
Filed 2026-10-16
Trust Co
INCREASED
Shares5,844 from 5,841
Change+3 (+0%)
Value$175.3K (+$3.4K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
DECREASED
Shares5,456 from 54,290
Change-48,834 (-90%)
Value$163.7K (-$1.4M)
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares5,136 from 5,136
Change0 (0%)
Value$154.5K (+$3.6K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$150.8K (+$2.9K)
Filed 2026-11-04
Granville Capital, Inc.
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$148.5K (+$2.8K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$147.2K (+$2.8K)
Filed 2026-10-05
High Note Wealth, LLC
UNCHANGED
Shares4,877 from 4,877
Change0 (0%)
Value$146.3K (+$2.8K)
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$134.3K (+$2.6K)
Filed 2026-11-03
Balentine LLC
INCREASED
Shares4,408 from 2,349
Change+2,059 (+88%)
Value$132.2K (+$63.1K)
Filed 2026-11-03
Activest Wealth Management
UNCHANGED
Shares4,353 from 4,353
Change0 (0%)
Value$130.6K (+$2.5K)
Filed 2026-10-15
First Command Advisory Services, Inc.
UNCHANGED
Shares4,352 from 4,352
Change0 (0%)
Value$130.6K (+$2.5K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares4,328 from 4,328
Change0 (0%)
Value$129.8K (+$2.5K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares4,269 from 6,568
Change-2,299 (-35%)
Value$128.1K (-$65.2K)
Filed 2026-11-05
North Star Investment Management Corp.
INCREASED
Shares4,056 from 4,044
Change+12 (+0%)
Value$121.7K (+$2.6K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,922 from 3,912
Change+10 (+0%)
Value$117.7K (+$2.5K)
Filed 2026-10-16
Prudent Man Investment Management, Inc.
INCREASED
Shares3,638 from 1,127
Change+2,511 (+223%)
Value$109.1K (+$78.8K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares3,546 from 3,538
Change+8 (+0%)
Value$106.4K (+$2.2K)
Filed 2026-10-28
Align Financial, LLC
INCREASED
Shares3,526 from 849
Change+2,677 (+315%)
Value$105.8K (+$80.8K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares3,494 from 3,494
Change0 (0%)
Value$104.8K (+$2.0K)
Filed 2026-10-19
Tompkins Financial Corp
INCREASED
Shares3,463 from 2,936
Change+527 (+18%)
Value$103.9K (+$17.5K)
Filed 2026-10-05
James T. Borello RIA
INCREASED
Shares3,361 from 2,606
Change+755 (+29%)
Value$100.8K (+$24.1K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares3,047 from 4,157
Change-1,110 (-27%)
Value$91.4K (-$30.9K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
NEW
Shares3,033
Change+3,033
Value$91.0K
Filed 2026-10-20
Compass Wealth Management LLC
NEW
Shares3,006
Change+3,006
Value$90.2K
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$90.0K (+$1.7K)
Filed 2026-10-13
Bokf, NA
INCREASED
Shares2,869 from 2,544
Change+325 (+13%)
Value$86.1K (+$11.2K)
Filed 2026-10-27
SJS Investment Consulting Inc.
DECREASED
Shares2,820 from 2,937
Change-117 (-4%)
Value$84.6K (-$1.8K)
Filed 2026-10-26
Avion Wealth
INCREASED
Shares2,817 from 2,727
Change+90 (+3%)
Value$84 (-$79.9K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares2,781 from 2,821
Change-40 (-1%)
Value$83.4K (+$405)
Filed 2026-11-04
Citizens National Bank Trust Department
UNCHANGED
Shares2,688 from 2,688
Change0 (0%)
Value$80.6K (+$1.5K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares2,671 from 2,670
Change+1 (+0%)
Value$80.1K (+$1.6K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares2,600 from 2,593
Change+7 (+0%)
Value$78.0K (+$1.7K)
Filed 2026-10-02
TD Waterhouse Canada Inc.
INCREASED
Shares2,555 from 1,110
Change+1,445 (+130%)
Value$76.9K (+$44.2K)
Filed 2026-10-16
GGM Financial LLC
INCREASED
Shares2,524 from 2,518
Change+6 (+0%)
Value$75.7K (+$1.6K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
DECREASED
Shares2,502 from 2,552
Change-50 (-2%)
Value$75.1K (-$45)
Filed 2026-10-13
Hoey Investments, Inc
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$71.7K (+$1.4K)
Filed 2026-10-29
RMG Wealth Management LLC
DECREASED
Shares2,367 from 5,736
Change-3,369 (-59%)
Value$71.0K (-$110.6K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares2,348 from 2,348
Change0 (0%)
Value$70.4K (+$1.3K)
Filed 2026-11-02
Lynch Investment Planning, LLC
NEW
Shares2,217
Change+2,217
Value$66.5K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,146 from 2,142
Change+4 (+0%)
Value$64.4K (+$1.3K)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$64.2K (+$1.2K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,995 from 2,154
Change-159 (-7%)
Value$59.9K (-$3.5K)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$57.3K (+$1.1K)
Filed 2026-10-08
Alpine Bank Wealth Management
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$56.8K (+$1.1K)
Filed 2026-10-16
Wealth Analytics Partners, LLC
NEW
Shares1,880
Change+1,880
Value$56.4K
Filed 2026-10-19
City State Bank
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$56.3K (+$1.1K)
Filed 2026-10-20
Key Capital Management, Inc
DECREASED
Shares1,872 from 3,108
Change-1,236 (-40%)
Value$56.2K (-$35.3K)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$56.2K (+$1.1K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares1,790 from 1,786
Change+4 (+0%)
Value$53.7K (+$1.2K)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$53.6K (+$1.0K)
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$50.4K (+$957)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$46.9K (+$891)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$46.6K (+$885)
Filed 2026-10-30
West Paces Advisors Inc.
INCREASED
Shares1,531 from 1,406
Change+125 (+9%)
Value$45.9K (+$4.6K)
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$45.3K (+$1.4K)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$42.7K (+$810)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$40.1K (+$762)
Filed 2026-10-28
Princeton Global Asset Management LLC
INCREASED
Shares1,326 from 1,322
Change+4 (+0%)
Value$39.8K (+$862)
Filed 2026-10-21
Sima Wealth Partners, LLC
INCREASED
Shares1,162 from 1,159
Change+3 (+0%)
Value$34.9K (+$755)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares1,058 from 1,039
Change+19 (+2%)
Value$31.7K (+$1.2K)
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares1,056 from 1,053
Change+3 (+0%)
Value$31.7K (+$686)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares1,055
Change+1,055
Value$31.7K
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$31.5K (+$598)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares1,004
Change+1,004
Value$30.1K
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$27.1K (+$514)
Filed 2026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$26.8K (+$510)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$26.8K (+$510)
Filed 2026-10-21
Private Wealth Management Group, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$26.6K (+$505)
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$26.6K (+$505)
Filed 2026-10-16
Valued Wealth Advisors LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$25.7K (+$489)
Filed 2026-11-05
POM Investment Strategies, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$24.3K (+$462)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares791 from 788
Change+3 (+0%)
Value$23.7K (+$514)
Filed 2026-11-05
Chilton Capital Management LLC
NEW
Shares787
Change+787
Value$23.6K
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$21.6K (+$680)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares654
Change+654
Value$20.0K
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares630
Change+630
Value$18.9K
Filed 2026-10-23
Horrell Capital Management, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$18.2K (+$345)
Filed 2026-10-08
Kozak & Associates, Inc.
DECREASED
Shares567 from 580
Change-13 (-2%)
Value$17.2K (+$172)
Filed 2026-10-29
Whipplewood Advisors, LLC
DECREASED
Shares507 from 550
Change-43 (-8%)
Value$15.2K (-$977)
Filed 2026-10-20
CFG Wealth Management Services, Inc.
NEW
Shares500
Change+500
Value$15.0K
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$14.4K (+$274)
Filed 2026-11-02
Creative Capital Management Investments LLC
INCREASED
Shares469 from 37
Change+432 (+1168%)
Value$14.1K (+$13.0K)
Filed 2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$13.2K (+$251)
Filed 2026-10-21
Maryland Capital Advisors Inc.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$12.5K (+$238)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED
Shares415 from 1,093
Change-678 (-62%)
Value$12.5K (-$19.7K)
Filed 2026-10-16
Montgomery Financial Services LLC
NEW
Shares403
Change+403
Value$12.1K
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares384
Change+384
Value$11.5K
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares378
Change+378
Value$11.3K
Filed 2026-11-02
Nfsg Corp
NEW
Shares366
Change+366
Value$11.0K
Filed 2026-10-15
Frankly Finances, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$10.8K (+$206)
Filed 2026-10-28
Noble Wealth Management PBC
INCREASED
Shares346 from 250
Change+96 (+38%)
Value$10.4K (+$3.0K)
Filed 2026-10-01
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$10 ($0)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
INCREASED
Shares323 from 290
Change+33 (+11%)
Value$9.7K (+$1.2K)
Filed 2026-10-19
RHL Group, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$9.0K (+$308)
Filed 2026-11-04
Atmos Advisory, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$8.9K (+$169)
Filed 2026-10-06
Center for Financial Planning, Inc.
NEW
Shares295
Change+295
Value$8.9K
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$8.6K (+$164)
Filed 2026-10-30
Robbins Farley
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$8.3K (+$157)
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares246
Change+246
Value$7
Filed 2026-10-02
MTM Investment Management, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$7.2K (+$137)
Filed 2026-10-30
Gen-Wealth Partners Inc
NEW
Shares197
Change+197
Value$5.9K
Filed 2026-11-04
Maseco LLP
DECREASED
Shares183 from 514
Change-331 (-64%)
Value$5.5K (-$9.6K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares162
Change+162
Value$4.9K
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares120 from 10,322
Change-10,202 (-99%)
Value$3.6K (-$300.2K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$3.5K (+$67)
Filed 2026-10-16
3 Factor Indexing, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.7K (+$51)
Filed 2026-10-15
Horizon Financial Services, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$2.7K (+$51)
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares81 from 80
Change+1 (+1%)
Value$2.4K (+$81)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.2K (+$46)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.1K (+$40)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares62 from 61
Change+1 (+2%)
Value$1.8K (+$40)
Filed 2026-10-20
Friedenthal Financial
INCREASED
Shares28 from 21
Change+7 (+33%)
Value$840 (+$221)
Filed 2026-10-27
Redwood Park Advisors LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$852 (+$18)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$261.7K
Filed 2026-10-29
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 111,581
Change-111,581 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 111,581
Change-111,581 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-28
Jefferies Financial Group Inc.
CLOSED
Shares0 from 72,929
Change-72,929 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Ascent Group, LLC
CLOSED
Shares0 from 27,977
Change-27,977 (-100%)
Value$0 (-$823.3K)
Filed 2026-10-30
Capital Planning LLC
CLOSED
Shares0 from 16,145
Change-16,145 (-100%)
Value$0 (-$475.1K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 10,705
Change-10,705 (-100%)
Value$0 (-$315.0K)
Filed 2026-11-05
Guardian Wealth Advisors, LLC
CLOSED
Shares0 from 10,524
Change-10,524 (-100%)
Value$0 (-$309.7K)
Filed 2026-10-30
WBI Investments, LLC
CLOSED
Shares0 from 10,285
Change-10,285 (-100%)
Value$0 (-$302.7K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 9,140
Change-9,140 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-28
Cottage Street Advisors LLC
CLOSED
Shares0 from 8,938
Change-8,938 (-100%)
Value$0 (-$263.0K)
Filed 2026-10-19
Haven Private, LLC
CLOSED
Shares0 from 8,935
Change-8,935 (-100%)
Value$0 (-$263.0K)
Filed 2026-10-27
Old Mission Investment Co LLC
CLOSED
Shares0 from 8,129
Change-8,129 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-22
Cypress Capital Group
CLOSED
Shares0 from 7,735
Change-7,735 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 7,690
Change-7,690 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-14
Elevation Wealth Management LLC
CLOSED
Shares0 from 7,355
Change-7,355 (-100%)
Value$0 (-$216.5K)
Filed 2026-11-02
Gray Private Wealth, LLC
CLOSED
Shares0 from 6,941
Change-6,941 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,106
Change-6,106 (-100%)
Value$0 (-$179.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,307
Change-3,307 (-100%)
Value$0 (-$97.3K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 3,068
Change-3,068 (-100%)
Value$0 (-$90.3K)
Filed 2026-10-29
Tsfg, LLC
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$60.0K)
Filed 2026-10-23
Register Financial Advisors LLC
CLOSED
Shares0 from 1,989
Change-1,989 (-100%)
Value$0 (-$58.5K)
Filed 2026-10-23
Bulwark Capital Corp
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$38.4K)
Filed 2026-10-13
True Wealth Design, LLC
CLOSED
Shares0 from 1,172
Change-1,172 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 1,168
Change-1,168 (-100%)
Value$0 (-$34.4K)
Filed 2026-10-29
CrossGen Wealth, LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$32.7K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$14.3K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-02
First Horizon Corp
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-26
NorthAvenue LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-29
Moneta Group Investment Advisors LLC
N/A
Shares— from 38,698,661
Change-38,698,661 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,819,350
Change-37,819,350 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 35,214,246
Change-35,214,246 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 32,299,151
Change-32,299,151 (-100%)
Value—
Betterment LLC
N/A
Shares— from 28,627,429
Change-28,627,429 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,363,006
Change-20,363,006 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,504,081
Change-18,504,081 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,950,292
Change-13,950,292 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 12,808,366
Change-12,808,366 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 12,782,146
Change-12,782,146 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,429,473
Change-10,429,473 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,313,474
Change-10,313,474 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 10,180,000
Change-10,180,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,978,048
Change-9,978,048 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,672,309
Change-9,672,309 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,847,214
Change-8,847,214 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,562,609
Change-8,562,609 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 8,334,300
Change-8,334,300 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,813,084
Change-7,813,084 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,492,353
Change-5,492,353 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,419,045
Change-5,419,045 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 5,365,862
Change-5,365,862 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 5,054,516
Change-5,054,516 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,524,404
Change-4,524,404 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,515,858
Change-4,515,858 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,324,345
Change-4,324,345 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,231,409
Change-4,231,409 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,967,273
Change-3,967,273 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 3,695,022
Change-3,695,022 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,567,346
Change-3,567,346 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,508,251
Change-3,508,251 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,438,152
Change-3,438,152 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,325,591
Change-3,325,591 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,142,065
Change-3,142,065 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,116,813
Change-3,116,813 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,915,059
Change-2,915,059 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,883,294
Change-2,883,294 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,849,825
Change-2,849,825 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,840,786
Change-2,840,786 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,810,536
Change-2,810,536 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,679,586
Change-2,679,586 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,581,839
Change-2,581,839 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 2,448,108
Change-2,448,108 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,417,905
Change-2,417,905 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,326,585
Change-2,326,585 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,205,832
Change-2,205,832 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,055,084
Change-2,055,084 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,977,125
Change-1,977,125 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,949,461
Change-1,949,461 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,920,120
Change-1,920,120 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,890,475
Change-1,890,475 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,890,085
Change-1,890,085 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,869,009
Change-1,869,009 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,820,534
Change-1,820,534 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,819,857
Change-1,819,857 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,806,061
Change-1,806,061 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 1,766,011
Change-1,766,011 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,695,460
Change-1,695,460 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,646,061
Change-1,646,061 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,582,395
Change-1,582,395 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,581,714
Change-1,581,714 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,562,090
Change-1,562,090 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,557,230
Change-1,557,230 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,481,699
Change-1,481,699 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,467,168
Change-1,467,168 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,421,890
Change-1,421,890 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,407,284
Change-1,407,284 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,384,788
Change-1,384,788 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 1,369,520
Change-1,369,520 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,332,666
Change-1,332,666 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,323,557
Change-1,323,557 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,311,273
Change-1,311,273 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,275,098
Change-1,275,098 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,259,742
Change-1,259,742 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,253,083
Change-1,253,083 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,243,751
Change-1,243,751 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,243,602
Change-1,243,602 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,218,806
Change-1,218,806 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,193,627
Change-1,193,627 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,137,077
Change-1,137,077 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,046,192
Change-1,046,192 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,022,937
Change-1,022,937 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 979,866
Change-979,866 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 975,922
Change-975,922 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 971,610
Change-971,610 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 950,604
Change-950,604 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 934,822
Change-934,822 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 925,284
Change-925,284 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 902,154
Change-902,154 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 899,798
Change-899,798 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 881,010
Change-881,010 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 875,489
Change-875,489 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 842,583
Change-842,583 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 836,969
Change-836,969 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 825,700
Change-825,700 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 812,249
Change-812,249 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 787,200
Change-787,200 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 779,637
Change-779,637 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 778,611
Change-778,611 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 773,669
Change-773,669 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 737,656
Change-737,656 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 723,095
Change-723,095 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 705,251
Change-705,251 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 675,879
Change-675,879 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 671,664
Change-671,664 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 665,812
Change-665,812 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 665,051
Change-665,051 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 659,727
Change-659,727 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 655,172
Change-655,172 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 640,469
Change-640,469 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 634,091
Change-634,091 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 629,517
Change-629,517 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 628,616
Change-628,616 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 620,591
Change-620,591 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 620,573
Change-620,573 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 599,762
Change-599,762 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 575,233
Change-575,233 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 557,918
Change-557,918 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 551,255
Change-551,255 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 530,918
Change-530,918 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 507,326
Change-507,326 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 502,776
Change-502,776 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 498,019
Change-498,019 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 480,523
Change-480,523 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 474,745
Change-474,745 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 473,160
Change-473,160 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 465,798
Change-465,798 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 457,932
Change-457,932 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 446,768
Change-446,768 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 435,333
Change-435,333 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 427,521
Change-427,521 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 416,791
Change-416,791 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 413,829
Change-413,829 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 406,763
Change-406,763 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 371,161
Change-371,161 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 368,774
Change-368,774 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 342,350
Change-342,350 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 340,698
Change-340,698 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 333,896
Change-333,896 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 332,719
Change-332,719 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 328,089
Change-328,089 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 326,201
Change-326,201 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 325,905
Change-325,905 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 325,625
Change-325,625 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 310,300
Change-310,300 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 292,527
Change-292,527 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 289,441
Change-289,441 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 276,549
Change-276,549 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 272,838
Change-272,838 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 266,662
Change-266,662 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 265,723
Change-265,723 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 264,763
Change-264,763 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 264,708
Change-264,708 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 263,008
Change-263,008 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 262,614
Change-262,614 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 260,590
Change-260,590 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 257,317
Change-257,317 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 255,862
Change-255,862 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 254,678
Change-254,678 (-100%)
Value—
Blair William & Co
N/A
Shares— from 253,193
Change-253,193 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 252,945
Change-252,945 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 251,282
Change-251,282 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 246,436
Change-246,436 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 242,865
Change-242,865 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 239,788
Change-239,788 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 238,728
Change-238,728 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 225,196
Change-225,196 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 224,092
Change-224,092 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 221,536
Change-221,536 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 220,435
Change-220,435 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 216,555
Change-216,555 (-100%)
Value—
Raine Group LLC
N/A
Shares— from 215,168
Change-215,168 (-100%)
Value—
Commerce Bank
N/A
Shares— from 200,409
Change-200,409 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 196,797
Change-196,797 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 187,216
Change-187,216 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 183,906
Change-183,906 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 181,529
Change-181,529 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 176,392
Change-176,392 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 174,462
Change-174,462 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 169,850
Change-169,850 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 168,396
Change-168,396 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 168,008
Change-168,008 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 167,933
Change-167,933 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 167,217
Change-167,217 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 164,561
Change-164,561 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 160,379
Change-160,379 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 158,053
Change-158,053 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 155,383
Change-155,383 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 155,141
Change-155,141 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 151,593
Change-151,593 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 149,434
Change-149,434 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 148,407
Change-148,407 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 144,354
Change-144,354 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 143,676
Change-143,676 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 142,897
Change-142,897 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 137,965
Change-137,965 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 135,481
Change-135,481 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 134,933
Change-134,933 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 134,489
Change-134,489 (-100%)
Value—
&partners
N/A
Shares— from 133,224
Change-133,224 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 132,682
Change-132,682 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 125,727
Change-125,727 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 124,791
Change-124,791 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 123,319
Change-123,319 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 122,454
Change-122,454 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 122,409
Change-122,409 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 121,927
Change-121,927 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 120,934
Change-120,934 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 118,873
Change-118,873 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 117,489
Change-117,489 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 117,132
Change-117,132 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 116,484
Change-116,484 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 115,864
Change-115,864 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 115,103
Change-115,103 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 112,481
Change-112,481 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 112,403
Change-112,403 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 112,168
Change-112,168 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 112,073
Change-112,073 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 109,537
Change-109,537 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 108,310
Change-108,310 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 107,575
Change-107,575 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 105,900
Change-105,900 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 105,424
Change-105,424 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 105,342
Change-105,342 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 103,898
Change-103,898 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 100,082
Change-100,082 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 98,925
Change-98,925 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 98,692
Change-98,692 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 95,781
Change-95,781 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 94,854
Change-94,854 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 94,520
Change-94,520 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 93,009
Change-93,009 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 93,000
Change-93,000 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 92,195
Change-92,195 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 89,226
Change-89,226 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 89,001
Change-89,001 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 87,999
Change-87,999 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 86,969
Change-86,969 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 86,032
Change-86,032 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 85,125
Change-85,125 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 84,350
Change-84,350 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 83,674
Change-83,674 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 81,836
Change-81,836 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 81,645
Change-81,645 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 79,853
Change-79,853 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 79,842
Change-79,842 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 79,442
Change-79,442 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 79,256
Change-79,256 (-100%)
Value—
EWA, LLC
N/A
Shares— from 77,976
Change-77,976 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 77,853
Change-77,853 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 76,825
Change-76,825 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 76,743
Change-76,743 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 76,690
Change-76,690 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 76,337
Change-76,337 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 76,330
Change-76,330 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 75,229
Change-75,229 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 75,018
Change-75,018 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 74,935
Change-74,935 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 73,501
Change-73,501 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 72,071
Change-72,071 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 70,463
Change-70,463 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 70,098
Change-70,098 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 70,093
Change-70,093 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 69,888
Change-69,888 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 69,869
Change-69,869 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 69,011
Change-69,011 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 68,111
Change-68,111 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 67,661
Change-67,661 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 66,633
Change-66,633 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 66,466
Change-66,466 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 66,059
Change-66,059 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 64,475
Change-64,475 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 64,053
Change-64,053 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 62,975
Change-62,975 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 62,801
Change-62,801 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 62,330
Change-62,330 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 61,121
Change-61,121 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 59,831
Change-59,831 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 59,443
Change-59,443 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 58,582
Change-58,582 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 58,571
Change-58,571 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 57,725
Change-57,725 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 57,572
Change-57,572 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 57,494
Change-57,494 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 57,065
Change-57,065 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 56,834
Change-56,834 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 55,950
Change-55,950 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 55,650
Change-55,650 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 54,871
Change-54,871 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 54,075
Change-54,075 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 53,891
Change-53,891 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 53,745
Change-53,745 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 52,733
Change-52,733 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 52,203
Change-52,203 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 52,148
Change-52,148 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 49,806
Change-49,806 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 49,602
Change-49,602 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 49,482
Change-49,482 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 48,371
Change-48,371 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 48,069
Change-48,069 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 47,490
Change-47,490 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 47,449
Change-47,449 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 47,096
Change-47,096 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 46,854
Change-46,854 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 46,792
Change-46,792 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 45,928
Change-45,928 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 45,910
Change-45,910 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 45,341
Change-45,341 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 45,166
Change-45,166 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 45,129
Change-45,129 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 44,755
Change-44,755 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 44,577
Change-44,577 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 43,139
Change-43,139 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 43,084
Change-43,084 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 42,364
Change-42,364 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 42,187
Change-42,187 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 42,037
Change-42,037 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 41,742
Change-41,742 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,467
Change-40,467 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 40,263
Change-40,263 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 40,122
Change-40,122 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 39,960
Change-39,960 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 39,781
Change-39,781 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 39,675
Change-39,675 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 39,319
Change-39,319 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 38,725
Change-38,725 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 38,602
Change-38,602 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 38,593
Change-38,593 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 37,742
Change-37,742 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 36,249
Change-36,249 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 35,202
Change-35,202 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 35,195
Change-35,195 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 35,082
Change-35,082 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 35,019
Change-35,019 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 33,336
Change-33,336 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 32,798
Change-32,798 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 32,720
Change-32,720 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 32,672
Change-32,672 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 31,522
Change-31,522 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,184
Change-31,184 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 30,716
Change-30,716 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 30,634
Change-30,634 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 30,598
Change-30,598 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 30,591
Change-30,591 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 30,395
Change-30,395 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 30,166
Change-30,166 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 30,133
Change-30,133 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 29,872
Change-29,872 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 29,677
Change-29,677 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 29,289
Change-29,289 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 29,246
Change-29,246 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 28,762
Change-28,762 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 28,523
Change-28,523 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 28,455
Change-28,455 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,060
Change-28,060 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 28,057
Change-28,057 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28,014
Change-28,014 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 27,752
Change-27,752 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 27,545
Change-27,545 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 27,381
Change-27,381 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 27,135
Change-27,135 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 26,632
Change-26,632 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 26,432
Change-26,432 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 26,183
Change-26,183 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 26,034
Change-26,034 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 25,667
Change-25,667 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 25,633
Change-25,633 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 24,934
Change-24,934 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 24,639
Change-24,639 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 24,558
Change-24,558 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 24,318
Change-24,318 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 23,931
Change-23,931 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 23,931
Change-23,931 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 23,865
Change-23,865 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 23,714
Change-23,714 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 23,449
Change-23,449 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 23,263
Change-23,263 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,171
Change-23,171 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 22,419
Change-22,419 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 22,405
Change-22,405 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 22,248
Change-22,248 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 22,222
Change-22,222 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 21,958
Change-21,958 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 21,802
Change-21,802 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 21,685
Change-21,685 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 21,495
Change-21,495 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 21,465
Change-21,465 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 21,293
Change-21,293 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,136
Change-21,136 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 20,992
Change-20,992 (-100%)
Value—
Ketron Financial
N/A
Shares— from 20,810
Change-20,810 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 20,623
Change-20,623 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,281
Change-20,281 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 20,242
Change-20,242 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 20,195
Change-20,195 (-100%)
Value—
American Trust
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 19,992
Change-19,992 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 19,727
Change-19,727 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,619
Change-19,619 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 19,248
Change-19,248 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,035
Change-19,035 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 18,911
Change-18,911 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,748
Change-18,748 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 18,576
Change-18,576 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,571
Change-18,571 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 18,504
Change-18,504 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 18,477
Change-18,477 (-100%)
Value—
Members Trust Co
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 18,273
Change-18,273 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,190
Change-18,190 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 17,865
Change-17,865 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 17,826
Change-17,826 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 17,505
Change-17,505 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 17,373
Change-17,373 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 17,270
Change-17,270 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 16,847
Change-16,847 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 16,844
Change-16,844 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,756
Change-16,756 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 16,673
Change-16,673 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 16,515
Change-16,515 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 16,487
Change-16,487 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 16,411
Change-16,411 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 16,082
Change-16,082 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 15,852
Change-15,852 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 15,784
Change-15,784 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 15,651
Change-15,651 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 15,415
Change-15,415 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 15,379
Change-15,379 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,372
Change-15,372 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 15,159
Change-15,159 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 14,943
Change-14,943 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,771
Change-14,771 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 14,717
Change-14,717 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 14,493
Change-14,493 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 14,491
Change-14,491 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 14,030
Change-14,030 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,665
Change-13,665 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 13,526
Change-13,526 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 13,506
Change-13,506 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 13,472
Change-13,472 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 13,422
Change-13,422 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 13,323
Change-13,323 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 12,678
Change-12,678 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 12,476
Change-12,476 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,028
Change-12,028 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 11,407
Change-11,407 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,371
Change-11,371 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 11,262
Change-11,262 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,063
Change-11,063 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 10,472
Change-10,472 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,432
Change-10,432 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 9,986
Change-9,986 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 9,835
Change-9,835 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 9,578
Change-9,578 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,457
Change-9,457 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 9,416
Change-9,416 (-100%)
Value—
Boston Partners
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,318
Change-9,318 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 9,179
Change-9,179 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,207
Change-7,207 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Motco
N/A
Shares— from 7,157
Change-7,157 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 7,097
Change-7,097 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 5,943
Change-5,943 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,791
Change-5,791 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 900
Change-900 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 603
Change-603 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 582
Change-582 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 578
Change-578 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Main Management LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 441
Change-441 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 401
Change-401 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 282
Change-282 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 227
Change-227 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 125
Change-125 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
US Bancorp \de\
DECREASED167,839,979172,215,422-4,375,443-3%$5.1B$5.0B-$33.1M2026-11-05
Creative Planning
DECREASED80,700,37881,513,814-813,436-1%$2.4B$2.4B+$22.1M2026-11-02
Sage Financial Group Inc
DECREASED22,826,11023,002,052-175,942-1%$677.0M$684.8M+$7.8M2026-10-27
Diversified Enterprises, LLC
INCREASED19,381,80118,816,940+564,861+3%$553.8M$581.5M+$27.7M2026-10-19
Fund Evaluation Group, LLC
INCREASED15,411,2648,405,541+7,005,723+83%$247.4M$462.3M+$215.0M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED11,380,19611,231,423+148,773+1%$334.0M$346.8M+$12.7M2026-10-13
McAdam, LLC
INCREASED11,188,76010,922,591+266,169+2%$321.5M$335.7M+$14.2M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED8,218,1398,704,919-486,780-6%$256.2M$246.5M-$9.6M2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED7,993,5847,904,940+88,644+1%$232.6M$239.8M+$7.2M2026-11-04
Farther Finance Advisors, LLC
INCREASED7,460,9965,939,378+1,521,618+26%$174.8M$223.8M+$49.0M2026-10-08
Vantagepoint Investment Advisers LLC
DECREASED7,250,8507,333,245-82,395-1%$215.8M$217.5M+$1.7M2026-10-26
SigFig Wealth Management, LLC
INCREASED6,835,1812,091,615+4,743,566+227%$61.1M$205.1M+$144.0M2026-10-07
Assetmark, Inc
DECREASED6,324,4206,626,112-301,692-5%$195.0M$189.7M-$5.3M2026-10-21
Financial Consulate, Inc
DECREASED5,233,6595,266,972-33,313-1%$155.0M$157.0M+$2.0M2026-10-23
BlueSky Wealth Advisors, LLC
DECREASED4,725,7914,853,947-128,156-3%$142.9M$141.8M-$1.1M2026-10-29
Orgel Wealth Management, LLC
DECREASED4,649,1204,658,623-9,5030%$137.1M$139.5M+$2.4M2026-10-14
Steele Capital Management, Inc.
INCREASED4,138,7484,110,047+28,701+1%$121.1M$124.3M+$3.2M2026-11-02
FSA Investment Group, LLC
INCREASED4,079,2554,058,096+21,159+1%$119.4M$122.4M+$2.9M2026-10-07
Evermay Wealth Management LLC
DECREASED4,078,4214,135,021-56,600-1%$121.7M$122.4M+$659.0K2026-11-05
Greenwood Gearhart LLC
INCREASED3,880,2303,709,621+170,609+5%$109.2M$116.4M+$7.2M2026-11-02
HB Wealth Management, LLC
INCREASED3,651,1363,146,255+504,881+16%$92.6M$109.5M+$16.9M2026-10-23
Charles Schwab Trust Co
DECREASED3,593,1144,238,294-645,180-15%$124.7M$107.8M-$16.9M2026-10-15
Sims Investment Management, LLC
INCREASED3,378,6563,349,904+28,752+1%$98.6M$101.4M+$2.8M2026-10-13
Choreo, LLC
DECREASED2,957,1943,302,982-345,788-10%$97.2M$88.7M-$8.5M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED2,892,5362,837,324+55,212+2%$83.5M$86.8K-$83.4M2026-11-02
Standpoint Asset Management, LLC
INCREASED2,764,5002,564,300+200,200+8%$75.5M$82.9M+$7.5M2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED2,631,1122,684,047-52,935-2%$79.5M$78.9M-$594.9K2026-10-28
Alliance Wealth Management Group
DECREASED2,180,8942,222,715-41,821-2%$65.4M$65.4M+$12.3K2026-10-29
Towercrest Capital Management
DECREASED2,180,8942,222,715-41,821-2%$65.4M$65.4M+$12.3K2026-10-23
Valley National Advisers Inc
INCREASED2,166,9132,110,527+56,386+3%$62.1M$65.0M+$2.9M2026-10-23
Legacy Wealth Management, LLC
INCREASED2,165,5272,158,489+7,038+0%$63.5M$65.0M+$1.4M2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED2,110,4802,101,313+9,167+0%$61.8M$63.3M+$1.5M2026-10-13
Financial Management Professionals, Inc.
INCREASED2,073,9182,059,466+14,452+1%$60.6M$62.2M+$1.6M2026-10-23
Chicago Partners Investment Group LLC
INCREASED2,026,8961,926,721+100,175+5%$56.0M$60.6M+$4.5M2026-10-27
Appleton Partners Inc
INCREASED1,875,6511,863,107+12,544+1%$54.8M$56.3K-$54.8M2026-10-30
Visionary Wealth Advisors
INCREASED1,852,6491,845,188+7,461+0%$54.3M$55.6M+$1.3M2026-11-04
Bangor Savings Bank
DECREASED1,840,7772,083,081-242,304-12%$61.3M$55.2M-$6.1M2026-10-06
Richardson Capital Management LLC
INCREASED1,818,1711,791,575+26,596+1%$52.7M$54.5M+$1.8M2026-10-23
RKL Wealth Management LLC
DECREASED1,808,7021,839,227-30,525-2%$54.1M$54.3M+$132.6K2026-10-16
Fortress Financial Group, LLC
INCREASED1,723,9191,613,952+109,967+7%$47.5M$51.7M+$4.2M2026-10-21
Courage Miller Partners, LLC
DECREASED1,705,3411,731,183-25,842-1%$50.9M$51.2M+$211.5K2026-10-21
Fidelis iM, LLC
DECREASED1,619,5761,620,780-1,2040%$47.7M$48.6M+$887.7K2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED1,512,2931,559,413-47,120-3%$45.9M$45.4M-$524.7K2026-10-21
Pinkerton Wealth, LLC
INCREASED1,480,7701,421,061+59,709+4%$36.4M$44.4M+$8.0M2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED1,468,7351,434,875+33,860+2%$42.5M$44.3M+$1.8M2026-10-21
Matrix Trust Co
DECREASED1,463,7911,464,818-1,0270%$43.1K$43.9K+$8042026-10-07
Schneider Downs Wealth Management Advisors, LP
INCREASED1,460,6981,434,461+26,237+2%$42.2M$43.8M+$1.6M2026-10-27
Apella Capital, LLC
INCREASED1,449,840106,904+1,342,936+1256%$3.2M$44.4M+$41.2M2026-10-08
Dynamic Advisor Solutions LLC
INCREASED1,423,2051,354,713+68,492+5%$39.9M$42.7M+$2.8M2026-10-13
True Freedom Investing, LLC
INCREASED1,404,9171,309,369+95,548+7%$33.6M$42.1M+$8.6M2026-10-29
Valicenti Advisory Services Inc
DECREASED1,399,9811,428,237-28,256-2%$42.0K$42.0K-$342026-10-23
Wilmington Savings Fund Society, FSB
DECREASED1,399,5921,463,705-64,113-4%$43.1M$42.0M-$1.1M2026-10-23
D.B. Root & Company, LLC
DECREASED1,397,6181,450,411-52,793-4%$42.7M$41.9M-$757.1K2026-11-04
Aprio Wealth Management, LLC
INCREASED1,392,945371,227+1,021,718+275%$10.9M$41.8M+$30.9M2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED1,387,5211,418,231-30,710-2%$41.7M$41.6M-$112.9K2026-11-03
St. Louis Trust Co
UNCHANGED1,328,5391,328,53900%$6.6M$39.9M+$33.2M2026-11-03
Modera Wealth Management, LLC
DECREASED1,320,2071,375,086-54,879-4%$40.5M$39.6M-$862.6K2026-10-28
Gleason Group, Inc.
INCREASED1,284,5261,264,394+20,132+2%$37.2M$38.5M+$1.3M2026-10-15
Perigon Wealth Management, LLC
DECREASED1,269,2661,317,599-48,333-4%$38.8M$38.1M-$699.0K2026-10-22
Powers Advisory Group, LLC
INCREASED1,239,4891,198,097+41,392+3%$35.3M$37.2M+$1.9M2026-10-14
HRC Wealth Management, LLC
DECREASED1,237,3421,243,601-6,2590%$36.6M$37.1M+$521.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED1,214,4571,414,749-200,292-14%$41.6M$36.4M-$5.2M2026-11-02
Ashford Advisors, LLC
DECREASED1,192,9311,297,442-104,511-8%$38.2M$35.8M-$2.4M2026-11-02
Cornerstone Wealth Group, LLC
DECREASED1,176,3571,198,819-22,462-2%$35.3M$35.3M+$9.5K2026-11-02
Christensen, King & Associates Investment Services, Inc.
INCREASED1,156,7561,142,534+14,222+1%$33.6M$34.7M+$1.1M2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,100,6551,053,827+46,828+4%$31.0M$33.0M+$2.0M2026-10-27
Gordian Advisors LLC
DECREASED1,088,0311,098,792-10,761-1%$32.3M$32.6M+$303.5K2026-10-30
Csenge Advisory Group
DECREASED1,016,4961,040,628-24,132-2%$30.6M$30.5M-$130.8K2026-11-04
Milestone Investment Advisors LLC
DECREASED978,6681,001,568-22,900-2%$29.5M$29.4M-$116.1K2026-11-05
Salem Investment Counselors Inc
INCREASED971,202957,478+13,724+1%$28.2M$29.1M+$957.5K2026-10-13
St. Johns Investment Management Company, LLC
DECREASED960,9921,003,234-42,242-4%$29.5M$28.8M-$695.4K2026-10-30
Essex LLC
DECREASED943,302946,412-3,1100%$27.9M$28.3M+$446.2K2026-10-14
GEN Financial Management, Inc.
DECREASED922,980936,352-13,372-1%$27.6M$27.7M+$132.5K2026-10-13
Manchester Financial Inc
INCREASED907,432904,481+2,951+0%$26.6M$27.2M+$604.1K2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED897,386879,414+17,972+2%$25.9M$26.9M+$1.0M2026-11-03
Bell Investment Advisors, Inc
INCREASED879,269866,847+12,422+1%$25.5M$26.4M+$866.8K2026-10-29
Compass Financial Group, Inc
INCREASED877,756338,499+539,257+159%$10.0M$26.3M+$16.4M2026-10-13
Embree Financial Group
DECREASED874,7451,076,820-202,075-19%$31.7M$26.2M-$5.4M2026-10-22
WBH Advisory Inc
INCREASED870,865835,375+35,490+4%$24.6M$26.1M+$1.5M2026-11-05
Investors Research Corp
INCREASED851,421780,944+70,477+9%$23.0M$25.5M+$2.6M2026-10-07
Sprinkle Financial Consultants LLC
INCREASED832,529826,262+6,267+1%$24.3M$25.0M+$659.1K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED831,851817,494+14,357+2%$24.1M$25.0M+$896.7K2026-10-21
Abound Wealth Management
INCREASED816,842808,077+8,765+1%$23.8M$24.5M+$723.5K2026-10-26
MFA Wealth Advisors, LLC
INCREASED808,937806,137+2,800+0%$23.7M$24.3M+$543.5K2026-10-07
White & Co Financial Planning Inc
DECREASED796,255815,684-19,429-2%$24.0M$20.4M-$3.6M2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
INCREASED795,823794,508+1,315+0%$23.4M$23.9M+$492.3K2026-10-13
IFP Advisors, Inc
INCREASED789,539756,568+32,971+4%$22.3M$23.7M+$1.4M2026-10-16
Family Legacy Financial Solutions, LLC
INCREASED784,296759,646+24,650+3%$22.4M$23.5M+$1.2M2026-10-07
Provident Wealth Management, LLC
DECREASED775,9581,065,680-289,722-27%$31.4M$23.3M-$8.1M2026-10-20
Black Diamond Financial, LLC
DECREASED769,122783,753-14,631-2%$23.1M$23.1M+$7.8K2026-10-26
Hengehold Capital Management LLC
DECREASED769,108776,436-7,328-1%$22.9M$23.1M+$222.7K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED763,149775,110-11,961-2%$22.8M$22.9M+$83.0K2026-10-29
Sheets Smith Wealth Management
INCREASED739,057724,506+14,551+2%$21.3M$22.2M+$849.5K2026-10-16
Asset Allocation Strategies LLC
DECREASED735,418889,541-154,123-17%$26.2M$22.1M-$4.1M2026-10-20
Stevens Capital Partners
INCREASED722,689713,455+9,234+1%$21.0M$21.7M+$683.7K2026-10-29
MCF Advisors LLC
DECREASED720,914734,780-13,866-2%$21.6M$21.6M+$2.9K2026-10-28
Cornerstone Planning, LLC
INCREASED685,284685,039+245+0%$20.2M$20.3M+$95.0K2026-10-27
BCS Wealth Management
DECREASED674,593679,092-4,499-1%$20.0M$20.2M+$252.1K2026-11-03
Winthrop Capital Management, LLC
INCREASED661,228657,605+3,623+1%$19.4M$19.8M+$483.9K2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED656,462656,46200%$19.3M$19.7M+$374.2K2026-11-04
Arnold Financial Planning LLC
INCREASED649,917553,571+96,346+17%$16.3M$19.5M+$3.2M2026-10-20
Almanack Investment Partners, Llc.
INCREASED613,806581,404+32,402+6%$17.1M$18.4M+$1.3M2026-11-03
Sagespring Wealth Partners, LLC
INCREASED613,546609,653+3,893+1%$17.9M$18.4M+$464.3K2026-10-22
Jacobi Capital Management LLC
DECREASED603,979630,971-26,992-4%$18.6M$18.1M-$450.1K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED594,617633,291-38,674-6%$18.6M$17.8M-$799.2K2026-10-14
Leverty Financial Group, LLC
INCREASED590,174576,547+13,627+2%$17.0M$17.7M+$737.5K2026-10-08
Wilkins Miller Wealth Management, LLC
DECREASED588,293592,426-4,133-1%$17.4M$17.6M+$213.7K2026-10-13
Focus Financial Network, Inc.
DECREASED586,016611,089-25,073-4%$18.0M$17.6M-$403.9K2026-10-14
MinichMacGregor Wealth Management, LLC
INCREASED579,379574,588+4,791+1%$16.9M$17.4M+$471.2K2026-10-14
Truist Financial Corp
DECREASED574,246759,474-185,228-24%$22.4M$17.2M-$5.1M2026-10-30
Vise Technologies, Inc.
INCREASED542,992515,189+27,803+5%$15.2M$16.3M+$1.1M2026-10-29
Lodestar Private Asset Management LLC
DECREASED535,229550,784-15,555-3%$16.2M$16.1M-$152.7K2026-10-26
Allen Capital Group, LLC
DECREASED530,428530,430-20%$15.6M$15.9M+$302.3K2026-10-27
Copper Harbor Investment Advisors, LLC
INCREASED527,806526,936+870+0%$15.5M$15.8M+$326.4K2026-10-16
Blue Trust, Inc.
INCREASED525,47421,165+504,309+2383%$622.9K$15.8M+$15.1M2026-10-15
Sigma Planning Corp
INCREASED514,617507,745+6,872+1%$14.9M$15.4M+$495.6K2026-10-23
CoreCap Advisors, LLC
DECREASED496,766542,528-45,762-8%$16.0M$14.9M-$1.1M2026-10-08
Arcadia Investment Advisors LLC
DECREASED495,886499,222-3,336-1%$14.7M$14.9M+$184.5K2026-10-13
Councilor Wealth, LLC
DECREASED492,486520,828-28,342-5%$15.3M$14.8M-$553.4K2026-10-09
Tradewinds Capital Management, LLC
INCREASED479,855454,027+25,828+6%$13.4M$14.4M+$1.0M2026-10-23
G2 Capital Management, LLC / OH
DECREASED467,275467,675-4000%$13.8M$14.0M+$254.6K2026-10-23
Enclave Advisors LLC
INCREASED458,190456,688+1,502+0%$13.4M$13.7M+$305.4K2026-10-14
Nations Financial Group Inc,
DECREASED456,216490,607-34,391-7%$14.4M$13.7M-$752.1K2026-11-05
Morling Financial Advisors, LLC
DECREASED444,512445,652-1,1400%$13.1M$13.3M+$219.8K2026-10-28
Cap Partners, LLC
INCREASED441,390435,396+5,994+1%$12.8M$13.2M+$428.0K2026-10-19
Apollon Wealth Management, LLC
INCREASED436,777431,498+5,279+1%$12.7M$13.1M+$404.3K2026-10-23
PFG Advisors
DECREASED434,904437,209-2,305-1%$12.9M$13.0M+$180.1K2026-10-16
Downshift Financial, LLC
DECREASED434,801555,541-120,740-22%$16.3M$13.0M-$3.3M2026-10-13
Grimes & Co Wealth Management, LLC
DECREASED431,942463,013-31,071-7%$13.6M$13.0M-$668.2K2026-10-29
Farrell Financial LLC
DECREASED430,931433,179-2,248-1%$12.7M$12.9M+$179.5K2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED429,628429,373+255+0%$12.6M$12.9M+$252.4K2026-10-29
Guardian Financial Partners, LLC
INCREASED425,072420,492+4,580+1%$12.4M$12.8M+$377.1K2026-11-04
Triangle Securities Wealth Management
INCREASED423,375277,339+146,036+53%$8.2M$12.7M+$4.5M2026-10-14
Frisco Financial Planning LLC
DECREASED423,211430,602-7,391-2%$12.7M$12.7M+$23.7K2026-10-05
Yanni & Associates Investment Advisors, LLC
DECREASED423,060433,561-10,501-2%$12.8M$12.7M-$67.9K2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED420,327423,226-2,899-1%$12.5M$12.6M+$154.3K2026-10-08
LongView Wealth Management
DECREASED415,064418,242-3,178-1%$12.3M$12.5M+$143.1K2026-10-19
MBA Advisors LLC
INCREASED412,510402,297+10,213+3%$11.8M$12.4M+$535.7K2026-10-29
Revolve Wealth Partners, LLC
DECREASED411,025412,375-1,3500%$12.1M$12.3M+$194.6K2026-10-23
Cooper S Advisors, LLC
DECREASED409,489414,073-4,584-1%$12.2M$12.3M+$98.5K2026-11-03
Ballast Financial Advisors LLC
DECREASED408,184427,141-18,957-4%$12.6M$12.2M-$325.3K2026-10-26
United Advisor Group, LLC
DECREASED394,146407,165-13,019-3%$12.0M$11.8M-$158.5K2026-11-03
Thrivent Financial for Lutherans
INCREASED392,402367,832+24,570+7%$10.8M$11.8K-$10.8M2026-11-05
Elevation Wealth Partners, LLC
DECREASED388,172392,965-4,793-1%$11.6M$11.6M+$80.2K2026-10-07
Grant Street Asset Management, Inc.
DECREASED382,093383,403-1,3100%$11.3M$11.5M+$179.3K2026-10-26
Capital Squared Financial LLC
INCREASED380,648373,215+7,433+2%$11.0M$11.4M+$435.7K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED372,661360,461+12,200+3%$10.6M$11.2M+$571.5K2026-10-21
Consilium Wealth Advisory, LLC
INCREASED368,669353,163+15,506+4%$10.4M$11.1M+$666.5K2026-10-14
R. W. Roge & Company, Inc.
DECREASED365,891369,141-3,250-1%$10.9M$11.0K-$10.9M2026-11-04
Legacy Private Trust Co.
INCREASED360,828360,717+111+0%$10.6M$10.8M+$208.9K2026-10-06
Balance Wealth Partners LLC
DECREASED358,958386,171-27,213-7%$11.4M$10.8M-$596.3K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED358,346353,563+4,783+1%$10.4M$10.7M+$345.2K2026-11-02
Envision Financial LLC
DECREASED357,907411,698-53,791-13%$12.1M$10.7M-$1.4M2026-10-15
Attessa Capital LLC
DECREASED354,174356,612-2,438-1%$10.5M$10.6M+$130.1K2026-10-09
AlphaCore Capital LLC
DECREASED352,844359,222-6,378-2%$10.6M$10.6M+$13.4K2026-11-04
RTD Financial Advisors, Inc.
DECREASED348,460352,571-4,111-1%$10.4M$10.5M+$77.6K2026-10-09
Lido Advisors, LLC
INCREASED346,838321,282+25,556+8%$9.5M$10.4M+$949.8K2026-11-04
Asset Dedication, LLC
INCREASED341,407339,919+1,488+0%$10.0M$10.2M+$238.4K2026-11-03
Lee Financial Co
DECREASED340,100340,795-6950%$10.0M$10.2M+$173.4K2026-10-16
Blueprint Investment Partners LLC
INCREASED336,876265,718+71,158+27%$7.8M$10.1M+$2.3M2026-10-28
Moneywise, Inc.
DECREASED334,521712,622-378,101-53%$21.0M$10.0M-$10.9M2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED328,230337,673-9,443-3%$9.9M$9.8M-$90.8K2026-10-07
BIP Wealth, LLC
INCREASED319,837303,145+16,692+6%$8.9M$9.6M+$673.6K2026-10-22
Kestra Advisory Services, LLC
INCREASED316,477225,972+90,505+40%$6.7M$9.5M+$2.8M2026-11-02
Summit Financial Consulting LLC
DECREASED311,137502,683-191,546-38%$14.8M$9.3M-$5.5M2026-10-15
K2 Financial Inc.
DECREASED310,116401,944-91,828-23%$11.9M$9.5M-$2.4M2026-10-26
Balboa Wealth Partners
INCREASED309,583266,627+42,956+16%$7.8M$9.3M+$1.4M2026-10-20
Johnson Financial Group, LLC
DECREASED303,846303,904-580%$8.9M$9.1M+$171.5K2026-11-03
Monetary Solutions, Ltd
DECREASED300,377305,761-5,384-2%$9.0M$9.0M+$12.7K2026-10-22
Farnam Financial LLC
DECREASED299,815305,288-5,473-2%$9.0M$9.0M+$9.8K2026-10-21
Leisure Capital Management
DECREASED298,224304,890-6,666-2%$9.0M$8.9M-$26.2K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED296,754300,936-4,182-1%$8.9M$8.9M+$46.1K2026-10-15
Ignite Planners, LLC
INCREASED296,084295,276+808+0%$8.7M$8.9M+$192.3K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED294,778263,295+31,483+12%$7.7M$8.8M+$1.1M2026-11-05
MBL Wealth, LLC
INCREASED293,767293,670+97+0%$8.6M$8.8M+$170.3K2026-10-22
Nicollet Investment Management, Inc.
DECREASED292,534292,876-3420%$8.6M$8.8K-$8.6M2026-10-14
Mission Wealth Management, LP
DECREASED291,678795,359-503,681-63%$23.4M$8.8M-$14.7M2026-10-15
Sentinel Pension Advisors, LLC
INCREASED289,787283,819+5,968+2%$8.3M$8.7M+$374.9K2026-11-02
Curbstone Financial Management Corp
INCREASED285,780280,700+5,080+2%$8.3M$8.6M+$312.4K2026-10-21
Arcataur Capital Management LLC
DECREASED281,828283,744-1,916-1%$8.4M$8.5M+$104.3K2026-10-21
Barden Capital Management, Inc.
DECREASED281,139282,948-1,809-1%$8.3M$8.4M+$107.0K2026-10-09
AMI Investment Management Inc
DECREASED281,084284,720-3,636-1%$8.4M$8.4M+$53.2K2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED277,113272,927+4,186+2%$8.0M$8.3M+$281.1K2026-10-16
Droms Strauss Advisors Inc
INCREASED276,613273,643+2,970+1%$8.1M$8.3M+$245.1K2026-11-03
GPM Growth Investors, Inc.
INCREASED275,274267,308+7,966+3%$7.9M$8.3M+$391.3K2026-10-30
SWS Partners
DECREASED274,813277,440-2,627-1%$8.2M$8.2M+$79.3K2026-10-26
Gradient Investments LLC
DECREASED274,793304,499-29,706-10%$9.0M$8.2M-$717.6K2026-10-08
Harbor Group, Inc.
DECREASED274,142275,789-1,647-1%$8.1M$8.2M+$107.8K2026-10-14
Van Cleef Asset Management,Inc
INCREASED270,560264,613+5,947+2%$7.8M$8.1M+$329.3K2026-10-20
Santori & Peters, Inc.
INCREASED266,793256,380+10,413+4%$7.5M$8.0M+$458.5K2026-10-26
Rosenberg Matthew Hamilton
DECREASED260,977265,490-4,513-2%$7.8M$7.8M+$15.9K2026-10-05
Tempus Wealth Planning, LLC
DECREASED258,673290,411-31,738-11%$8.5M$7.8M-$786.6K2026-10-14
Gradient Capital Advisors, LLC
DECREASED256,606259,820-3,214-1%$7.6M$7.7M+$51.7K2026-10-21
YHB Investment Advisors, Inc.
INCREASED254,760229,347+25,413+11%$6.7M$7.6M+$893.1K2026-10-08
Sage Mountain Advisors LLC
UNCHANGED249,841249,84100%$7.4M$7.5M+$142.4K2026-11-02
WealthPlan Investment Management, LLC
INCREASED248,701245,235+3,466+1%$7.2M$7.5M+$243.8K2026-10-15
Krilogy Financial LLC
DECREASED248,124251,880-3,756-1%$7.4M$7.6M+$187.2K2026-10-13
Cannon Capital Management, Inc.
DECREASED245,726247,946-2,220-1%$7.3M$7.4M+$74.7K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED244,380244,367+13+0%$7.2M$7.3M+$139.7K2026-10-13
Bank of New York Mellon Corp
INCREASED241,472236,216+5,256+2%$7.0M$7.2M+$292.3K2026-11-05
Phillips Financial Management, LLC
UNCHANGED238,838238,83800%$7.0M$7.2M+$136.1K2026-10-19
Aspiriant, LLC
INCREASED233,363194,663+38,700+20%$5.7M$7.0M+$1.3M2026-10-16
Floyd Financial Group LLC
INCREASED232,305220,413+11,892+5%$6.5M$7.1M+$580.0K2026-10-28
Legacy Financial Group, Inc.
DECREASED231,970237,283-5,313-2%$7.0M$7.0M-$24.1K2026-10-21
Seros Financial, LLC
INCREASED230,291186,668+43,623+23%$5.5M$6.9M+$1.4M2026-10-21
Benson Investment Management Company, Inc.
DECREASED230,077230,404-3270%$6.8M$6.9M+$121.5K2026-10-13
Brookstone Capital Management
INCREASED228,408174,967+53,441+31%$5.1M$6.9M+$1.7M2026-10-22
Mengis Capital Management, Inc.
INCREASED227,999223,908+4,091+2%$6.6M$6.8M+$250.4K2026-10-13
Cathy Pareto & Associates, Inc
INCREASED227,840215,652+12,188+6%$6.3M$6.8M+$488.6K2026-10-15
Citigroup Inc
DECREASED218,007220,541-2,534-1%$6.5M$6.5M+$49.7K2026-11-04
Bailard, Inc.
DECREASED211,623212,469-8460%$6.3M$6.3M+$95.7K2026-10-13
True North Advisors, LLC
DECREASED211,240216,573-5,333-2%$6.4M$6.3M-$36.5K2026-10-22
Dorato Capital Management
INCREASED210,231204,325+5,906+3%$6.1M$6.4M+$356.4K2026-10-08
Cornerstone Wealth Advisors, Inc.
DECREASED209,888220,937-11,049-5%$6.5M$6.3M-$205.6K2026-10-16
Thrive Wealth Management, LLC
DECREASED205,871206,410-5390%$6.1M$6.2M+$101.5K2026-10-13
Sawgrass Asset Management LLC
INCREASED199,662197,359+2,303+1%$5.8M$6.0M+$181.6K2026-11-03
Brighton Jones LLC
DECREASED195,365206,037-10,672-5%$6.1M$5.9M-$202.7K2026-11-03
Omega Financial Group, LLC
DECREASED194,999198,182-3,183-2%$5.8M$5.8M+$17.5K2026-10-29
Ring Mountain Capital, LLC
INCREASED193,333192,238+1,095+1%$5.7M$5.8M+$142.4K2026-10-13
Montis Financial, LLC
DECREASED193,181196,705-3,524-2%$5.8M$5.8M+$6.4K2026-11-04
Concurrent Investment Advisors, LLC
DECREASED190,188202,003-11,815-6%$5.9M$5.7M-$239.3K2026-10-16
Sigma Investment Counselors Inc
INCREASED189,950117,063+72,887+62%$3.4M$5.7M+$2.3M2026-10-27
TD Private Client Wealth LLC
DECREASED189,912194,923-5,011-3%$5.7M$5.7M-$39.2K2026-10-28
Asset Planning Services Inc
INCREASED184,207181,707+2,500+1%$5.3M$5.5K-$5.3M2026-10-15
Davidson Trust Co
UNCHANGED182,335182,33500%$5.4M$5.5M+$103.9K2026-10-09
Code Waechter LLC
INCREASED178,862178,796+66+0%$5.3M$5.4M+$103.9K2026-10-23
Godsey & Gibb, Inc
INCREASED178,585170,375+8,210+5%$5.0M$5.4M+$343.4K2026-10-14
Tenret Co LLC
NEW177,987—+177,987——$5.3M—2026-11-02
Eagle Capital Management, LLC
DECREASED177,865221,255-43,390-20%$6.5K$5.3K-$1.2K2026-10-19
Selby Wealth Management, LLC
DECREASED177,257181,021-3,764-2%$5.3M$5.3M-$9.7K2026-10-16
Naples Global Advisors, LLC
INCREASED172,079153,753+18,326+12%$4.5M$5.2M+$637.4K2026-11-05
Elmwood Wealth Management, Inc.
DECREASED171,828198,517-26,689-13%$5.8M$5.2M-$687.5K2026-10-14
Atria Investments, Inc
DECREASED168,832187,531-18,699-10%$5.5M$5.1M-$454.1K2026-10-15
Winthrop Advisory Group LLC
DECREASED168,757170,653-1,896-1%$5.0M$5.1M+$40.4K2026-10-22
Creekside Partners
INCREASED168,565168,291+274+0%$5.0M$5.1M+$104.1K2026-11-04
MeadowBrook Investment Advisors LLC
INCREASED167,845160,900+6,945+4%$4.7M$5.0M+$305.1K2026-10-29
Bigelow Investment Advisors, LLC
DECREASED167,607174,562-6,955-4%$5.1M$5.0M-$109.2K2026-10-13
Peak Financial Management, Inc.
DECREASED167,149168,838-1,689-1%$5.0M$5.0M+$45.6K2026-10-16
Sowell Financial Services LLC
INCREASED166,766162,407+4,359+3%$4.8M$5.0M+$223.3K2026-10-23
Axxcess Wealth Management, LLC
DECREASED165,333377,760-212,427-56%$11.1M$5.0M-$6.2M2026-10-21
Indivisible Partners
INCREASED163,115159,588+3,527+2%$4.7M$4.9M+$196.8K2026-10-26
Denver PWM, LLC
DECREASED162,931168,888-5,957-4%$5.2M$4.9M-$286.8K2026-10-22
Diversify Advisory Services, LLC
INCREASED161,426156,780+4,646+3%$4.6M$4.9M+$327.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED161,426156,780+4,646+3%$4.6M$4.9M+$327.6K2026-10-20
Chapman Financial Group, LLC
DECREASED159,323163,239-3,916-2%$4.8M$4.8M-$24.4K2026-10-26
Summit Financial Strategies, Inc.
DECREASED158,689160,333-1,644-1%$4.7M$4.8M+$42.1K2026-10-14
Missouri Trust & Investment Co
DECREASED156,523161,393-4,870-3%$4.8M$4.7M-$55.7K2026-11-04
Summit Place Financial Advisors, LLC
DECREASED156,247156,552-3050%$4.6M$4.7M+$80.1K2026-10-23
Meridian Wealth Management, LLC
DECREASED155,038156,349-1,311-1%$4.6M$4.7M+$49.8K2026-11-05
Values Added Financial LLC
DECREASED154,783155,258-4750%$4.6M$4.6M+$74.2K2026-10-28
Paulson Wealth Management Inc.
DECREASED152,035153,028-993-1%$4.5M$4.6M+$57.4K2026-11-02
Park Avenue Securities LLC
DECREASED151,592157,501-5,909-4%$4.6M$4.5K-$4.6M2026-10-26
Ironwood Wealth Management, Llc.
DECREASED149,897150,979-1,082-1%$4.4M$4.5M+$53.6K2026-10-28
John Boyer, Inc.
DECREASED149,509150,324-815-1%$4.4M$4.5M+$61.4K2026-10-27
RMR Wealth Builders
DECREASED148,764151,953-3,189-2%$4.5M$4.5M-$9.1K2026-10-22
Pennsylvania Capital Management Inc
INCREASED148,615128,782+19,833+15%$3.8M$4.5M+$668.4K2026-11-05
ETF Store, Inc.
INCREASED148,335148,227+108+0%$4.4M$4.5M+$87.7K2026-10-19
Peachtree Investment Partners, LLC
DECREASED148,276166,609-18,333-11%$4.9M$4.4M-$455.0K2026-11-05
Berkeley, Inc
DECREASED147,455154,416-6,961-5%$4.5M$4.4M-$120.8K2026-10-20
Shelton Wealth Management, LLC
DECREASED146,443148,047-1,604-1%$4.4M$4.4M+$36.3K2026-10-16
Maia Wealth LLC
INCREASED145,397143,707+1,690+1%$4.2M$4.4M+$132.6K2026-10-19
Milestone Asset Management Group, LLC
INCREASED145,216139,078+6,138+4%$4.1M$4.4M+$263.4K2026-10-20
Procyon Advisors, LLC
INCREASED144,341144,233+108+0%$4.2M$4.3M+$85.5K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED144,278144,460-1820%$4.3M$4.3M+$76.9K2026-10-22
Larson Financial Group LLC
INCREASED142,15581,416+60,739+75%$2.4M$4.3M+$1.9M2026-11-05
Pittenger & Anderson Inc
DECREASED140,065154,943-14,878-10%$4.6M$4.2M-$358.0K2026-11-02
Busey Bank
INCREASED137,8348,721+129,113+1480%$256.7K$4.1M+$3.9M2026-10-26
Advisors Management Group Inc
DECREASED137,367142,167-4,800-3%$4.2M$4.1K-$4.2M2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED137,106138,750-1,644-1%$4.1M$4.1M+$29.8K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED136,684136,606+78+0%$4.0M$4.1M+$80.2K2026-10-26
Wedmont Private Capital
INCREASED136,521124,933+11,588+9%$3.7M$4.2M+$444.3K2026-10-09
Crusonia Wealth Advisors LLC
INCREASED136,000132,272+3,728+3%$3.9M$4.1M+$187.2K2026-10-26
Penobscot Wealth Management
INCREASED135,071125,787+9,284+7%$3.7M$4.1M+$350.2K2026-10-21
Poehling Capital Management, Inc.
UNCHANGED134,362134,36200%$4.0M$4.0M+$76.6K2026-10-20
Armbruster Capital Management, Inc.
DECREASED134,145138,755-4,610-3%$4.1M$4.0M-$59.2K2026-10-19
Parallel Advisors, LLC
DECREASED134,099139,603-5,504-4%$4.1M$4.0M-$85.6K2026-11-03
Aureum Wealth Management, LLC
DECREASED133,754134,020-2660%$3.9M$4.0M+$68.4K2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED133,549135,525-1,976-1%$4.0M$4.0M+$18.0K2026-10-14
Wealth Group Ltd
DECREASED132,942133,854-912-1%$3.9M$4.0M+$91.5K2026-10-07
Hurlow Wealth Management Group, Inc.
DECREASED130,717131,269-5520%$3.9M$3.9M+$58.3K2026-10-29
S.E.E.D. Planning Group LLC
INCREASED130,224113,966+16,258+14%$3.4M$3.9M+$552.7K2026-10-07
RCW Management, LLC
DECREASED129,251132,839-3,588-3%$3.9M$3.9M-$31.9K2026-10-30
Elser Financial Planning, Inc
DECREASED129,144134,087-4,943-4%$3.9M$3.9M-$71.9K2026-10-16
Pacific Capital Wealth Advisors, Inc.
DECREASED127,303133,524-6,221-5%$3.9M$3.8M-$110.5K2026-10-22
1900 Wealth Management LLC
DECREASED126,410131,040-4,630-4%$3.9M$3.8M-$64.2K2026-10-13
Pinion Investment Advisors, LLC
INCREASED125,854124,445+1,409+1%$3.7M$3.8M+$113.2K2026-11-04
GW Henssler & Associates LTD
INCREASED125,375121,688+3,687+3%$3.6M$3.8M+$180.0K2026-10-26
Flower City Capital
DECREASED123,593125,644-2,051-2%$3.7M$3.7M+$10.1K2026-10-15
Cooper Financial Group
INCREASED123,524114,865+8,659+8%$3.4M$3.7M+$325.2K2026-10-07
SAX Wealth Advisors, LLC
DECREASED123,117133,285-10,168-8%$3.4M$3.7M+$276.1K2026-10-13
Voisard Asset Management Group, Inc.
DECREASED122,454124,752-2,298-2%$3.7M$3.7M+$2.2K2026-10-13
Wedgewood Investors Inc
INCREASED121,452116,326+5,126+4%$3.4M$3.6M+$220.1K2026-10-28
Fagan Associates, Inc.
DECREASED120,922122,026-1,104-1%$3.6M$3.6M+$36.5K2026-10-13
Seneca Financial Advisors LLC
DECREASED120,893120,905-120%$3.6M$3.6M+$68.6K2026-10-28
71 West Capital Partners
UNCHANGED120,444120,44400%$3.5M$3.6M+$68.7K2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED120,185119,918+267+0%$3.5M$3.6M+$76.3K2026-10-30
Third View Private Wealth, LLC
NEW117,290—+117,290——$3.5M—2026-10-30
Hurley Capital, LLC
INCREASED116,219112,678+3,541+3%$3.3M$3.5M+$170.5K2026-11-05
Sharkey, Howes & Javer
DECREASED113,809132,159-18,350-14%$3.9M$3.4M-$475.2K2026-10-22
Kathmere Capital Management, LLC
DECREASED113,780115,222-1,442-1%$3.4M$3.4M+$22.4K2026-10-20
Jm2 Capital Inc.
INCREASED113,221112,281+940+1%$3.3M$3.4M+$92.2K2026-10-14
Traphagen Investment Advisors LLC
INCREASED112,595112,180+415+0%$3.3M$3.4M+$76.4K2026-10-14
Simplicity Wealth,LLC
DECREASED111,611126,577-14,966-12%$3.7M$3.3M-$376.8K2026-10-23
AdvisorNet Financial, Inc
DECREASED110,919114,214-3,295-3%$3.4M$3.4M-$6.0K2026-10-15
Midwest Trust Co
INCREASED109,635108,999+636+1%$3.2M$3.3M+$81.2K2026-10-22
Pinnacle Associates LTD
DECREASED108,153108,607-4540%$3.2M$3.2M+$48.3K2026-10-20
Parsons Capital Management Inc
DECREASED107,281109,222-1,941-2%$3.2M$3.2M+$4.0K2026-10-28
Facet Wealth, Inc.
INCREASED105,41094,678+10,732+11%$2.8M$3.2M+$375.9K2026-11-04
Wavvest Wealth LLC
NEW104,421—+104,421——$3.1M—2026-10-21
First Growth Capital LLC
UNCHANGED103,820103,82000%$3.1M$3.1M+$59.2K2026-10-15
Strategic Equity Management
DECREASED102,809452,692-349,883-77%$13.3M$3.1M-$10.2M2026-11-04
Womack Financial LLC
INCREASED101,83885,345+16,493+19%$2.5M$3.1M+$543.4K2026-10-14
Capital Investment Advisors, LLC
INCREASED101,80195,454+6,347+7%$2.8M$3.1M+$244.8K2026-10-22
Signaturefd, LLC
INCREASED100,733100,464+269+0%$3.0M$3.0M+$65.3K2026-10-23
GuidedMoney, LLC
UNCHANGED100,683100,68300%$3.0M$3.0M+$57.4K2026-10-29
Retireful, LLC
NEW100,281—+100,281——$3.0M—2026-10-09
Capital Advantage, Inc.
INCREASED99,97290,216+9,756+11%$2.7M$3.0M+$344.1K2026-10-14
Avior Wealth Management, LLC
DECREASED98,52298,998-4760%$2.9M$3.0M+$42.1K2026-10-13
Mayfair Advisory Group, LLC
DECREASED97,14197,466-3250%$2.8M$2.9M+$76.0K2026-10-20
Virtue Capital Management, LLC
DECREASED96,923119,825-22,902-19%$3.5M$2.9M-$618.8K2026-10-29
RIA Advisory Group LLC
INCREASED96,24195,206+1,035+1%$2.8M$2.9M+$85.3K2026-10-15
Harbor Asset Planning, Inc.
INCREASED95,99695,764+232+0%$2.8M$2.9M+$61.5K2026-10-23
Aspen Investment Management Inc
INCREASED95,24790,217+5,030+6%$2.7K$2.9K+$2022026-11-05
Joseph P. Lucia & Associates, LLC
DECREASED92,58294,370-1,788-2%$2.8M$2.8M+$1512026-10-30
Simon Quick Advisors, LLC
INCREASED92,21189,817+2,394+3%$2.6M$2.8M+$123.0K2026-10-26
Duncker Streett & Co Inc
DECREASED92,08792,091-40%$2.7M$2.8M+$52.4K2026-10-27
Cambridge Financial Group, LLC
UNCHANGED91,43091,43000%$2.7M$2.7M$02026-10-06
OFS Enterprise LLC
DECREASED90,52391,023-500-1%$2.7M$2.7M+$36.9K2026-10-16
Mitchell Capital Management Co
INCREASED89,79687,212+2,584+3%$2.6M$2.7M+$127.2K2026-10-29
Successful Portfolios LLC
INCREASED89,72489,305+419+0%$2.7M$2.7M+$84.4K2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED89,15688,562+594+1%$2.6M$2.7M+$68.3K2026-10-20
Plancorp, LLC
DECREASED89,15089,348-1980%$2.6M$2.7M+$12.0K2026-11-03
93 Financial Group, LLC
INCREASED88,33384,839+3,494+4%$2.5M$2.7M+$153.2K2026-10-21
CX Institutional
INCREASED86,90684,744+2,162+3%$2.5K$2.6K+$1132026-10-02
Cross Staff Investments Inc
INCREASED86,75480,494+6,260+8%$2.4M$2.6M+$233.7K2026-10-22
Valeo Financial Advisors, LLC
DECREASED86,52486,528-40%$2.5M$2.6M+$49.2K2026-10-08
Clear Creek Financial Management, LLC
INCREASED85,67983,893+1,786+2%$2.5M$2.6M+$101.4K2026-10-28
FAI Advisors, Inc.
DECREASED85,415132,960-47,545-36%$3.9M$2.6M-$1.4M2026-10-27
L.K. Benson & Company, P.C.
INCREASED85,33685,214+122+0%$2.5M$2.6M+$52.2K2026-10-23
Integrated Advisors Network LLC
DECREASED85,313107,848-22,535-21%$3.2M$2.6M-$614.6K2026-10-20
Independent Financial Group, LLC
DECREASED85,26186,230-969-1%$2.5M$2.6M+$20.1K2026-10-13
Verum Partners LLC
DECREASED84,81785,142-3250%$2.5M$2.5M+$38.8K2026-10-21
Heartwood Wealth Advisors LLC
DECREASED84,72285,402-680-1%$2.5M$2.5M+$28.3K2026-10-05
Fifth Third Bancorp
DECREASED84,33086,615-2,285-3%$2.5M$2.5M-$19.2K2026-11-05
Root Financial Partners, LLC
DECREASED84,15184,516-3650%$2.5M$2.5M+$37.2K2026-10-21
Keybank National Association
INCREASED84,08682,018+2,068+3%$2.4M$2.5M+$108.8K2026-11-04
Foster Group, Inc.
INCREASED83,78983,259+530+1%$2.5M$2.5M+$63.3K2026-10-13
HUB Investment Partners, LLC
INCREASED83,54076,613+6,927+9%$2.3M$2.5M+$251.5K2026-11-03
Stordahl Capital Management, Inc.
UNCHANGED83,38883,38800%$2.5M$2.5M+$47.5K2026-10-22
Oppenheimer & Co Inc
INCREASED82,94082,011+929+1%$2.4M$2.5M+$74.6K2026-10-26
Bull Oak Capital, LLC
DECREASED82,54684,472-1,926-2%$2.5M$2.5M-$9.6K2026-10-23
Creative Financial Designs Inc
DECREASED81,48289,611-8,129-9%$2.6M$2.4M-$192.8K2026-11-04
Wynn Capital, LLC
UNCHANGED81,01581,01500%$2.4M$2.4M+$46.2K2026-10-13
Hanseatic Management Services Inc
DECREASED80,271165,159-84,888-51%$4.9M$2.4M-$2.5M2026-10-27
Outfitters Financial LLC
INCREASED79,62078,070+1,550+2%$2.3M$2.4M+$91.0K2026-10-23
Nottingham Advisors, Inc.
DECREASED79,45985,819-6,360-7%$2.5M$2.4M-$120.1K2026-10-29
Clear Point Advisors Inc.
DECREASED78,55278,586-340%$2.3M$2.4M+$43.8K2026-10-30
James J. Burns & Company, LLC
INCREASED78,47572,674+5,801+8%$2.1M$2.4M+$215.5K2026-10-22
Cabot Wealth Management Inc
DECREASED78,42280,934-2,512-3%$2.4M$2.4M-$29.2K2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED78,35978,837-478-1%$2.3M$2.4M+$30.6K2026-10-15
Basso Capital Management, L.P.
INCREASED77,97771,613+6,364+9%$2.1M$2.3M+$231.7K2026-10-30
Shearwater Capital LLC
UNCHANGED77,33177,33100%$2.3M$2.3M+$44.1K2026-10-13
Lynx Investment Advisory
DECREASED77,15995,065-17,906-19%$2.8M$2.3M-$483.0K2026-10-27
Main Street Group, LTD
DECREASED75,88776,188-3010%$2.2M$2.3M+$34.4K2026-10-28
KCM Investment Advisors LLC
INCREASED74,19371,754+2,439+3%$2.1M$2.2M+$114.1K2026-10-27
Market Street Wealth Management Advisors LLC
DECREASED73,73673,830-940%$2.2M$2.2M+$39.3K2026-10-09
Alpha Omega Wealth Management LLC
DECREASED73,00974,292-1,283-2%$2.2M$2.2M+$3.9K2026-10-23
Cutler Investment Counsel LLC
INCREASED72,04972,039+10+0%$2.1M$2.2M+$41.4K2026-10-28
AMG National Trust Bank
INCREASED71,86268,779+3,083+4%$2.0M$2.2M+$131.7K2026-11-05
Everhart Financial Group, Inc.
DECREASED71,71172,888-1,177-2%$2.1M$2.2M+$6.2K2026-10-08
JFS Wealth Advisors, LLC
DECREASED71,56271,723-1610%$2.1M$2.1M+$36.0K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED70,40572,572-2,167-3%$2.1M$2.1M-$23.6K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED70,28258,268+12,014+21%$1.7M$2.1M+$393.6K2026-10-23
Innova Wealth Partners
INCREASED69,51543,933+25,582+58%$1.3M$2.1M+$792.5K2026-10-21
Compass Ion Advisors, LLC
INCREASED69,14669,071+75+0%$2.0M$2.1M+$41.6K2026-10-23
Owl Creek Wealth Partners LLC
DECREASED69,02169,152-1310%$2.0M$2.1M+$35.5K2026-10-20
Emergent Wealth Advisors, LLC
DECREASED68,44268,459-170%$2.0M$2.1M+$48.1K2026-10-09
Warwick Investment Management, Inc.
DECREASED67,66867,902-2340%$2.0M$2.0M+$31.7K2026-10-19
Evanson Financial, LLC
INCREASED67,66166,398+1,263+2%$2.0M$2.0M+$75.7K2026-10-23
Brooklyn FI, LLC
INCREASED67,09013,006+54,084+416%$382.9K$2.0M+$1.6M2026-11-05
Fifth Third Securities, Inc.
DECREASED66,67474,350-7,676-10%$2.2M$2.0M-$187.9K2026-10-21
Retirement Planning Group, LLC
DECREASED66,56367,841-1,278-2%$2.0M$2.0M+$3262026-10-19
Vision Capital Management, Inc.
DECREASED66,53366,536-30%$2.0M$2.0M+$37.8K2026-10-20
Carret Asset Management, LLC
INCREASED66,43262,322+4,110+7%$1.8M$2.0M+$158.8K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED65,84739,356+26,491+67%$1.1M$2.0M+$825.8K2026-10-13
Stockman Wealth Management, Inc.
UNCHANGED64,69164,69100%$1.9M$1.9M+$36.9K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED63,64055,003+8,637+16%$1.6M$1.9M+$290.5K2026-10-13
Capital Advisors, Ltd. LLC
UNCHANGED63,57063,57000%$1.9K$1.9K+$362026-10-27
Abacus Planning Group, Inc.
DECREASED62,95863,336-378-1%$1.9M$1.9M+$24.8K2026-11-02
Human Investing LLC
DECREASED62,87964,120-1,241-2%$1.9M$1.9M-$6812026-10-19
Brucke Financial, Inc.
INCREASED62,84561,905+940+2%$1.8M$1.9M+$63.5K2026-10-23
Revisor Wealth Management LLC
INCREASED62,39862,118+280+0%$1.8M$1.9M+$43.8K2026-10-20
Burk Holdings LLC
DECREASED62,31662,328-120%$1.8M$1.9M+$35.2K2026-11-05
Stone Summit Wealth LLC
DECREASED61,89764,726-2,829-4%$1.9M$1.9M-$48.0K2026-10-14
Worth Asset Management, LLC
DECREASED60,68868,146-7,458-11%$2.0M$1.8M-$184.9K2026-10-07
GenWealth Group, Inc.
DECREASED60,66660,780-1140%$1.8M$1.8M+$31.2K2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED60,49839,067+21,431+55%$1.1M$1.8M+$665.2K2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED60,46560,46500%$1.8M$1.8M+$34.5K2026-10-19
Capital Management Associates, Inc
INCREASED60,22660,180+46+0%$1.8M$1.8M+$35.7K2026-10-20
Beam Wealth Advisors, Inc.
INCREASED60,09249,840+10,252+21%$1.5M$1.8M+$336.0K2026-11-03
Chatham Capital Group, Inc.
UNCHANGED59,72359,72300%$1.8M$1.8M+$34.0K2026-10-16
Millennium Capital Advisors, LLC
INCREASED59,56359,559+4+0%$1.8M$1.8M+$34.0K2026-10-16
Hardin Capital Partners, LLC
DECREASED59,17559,463-2880%$1.8M$1.8M+$23.5K2026-10-09
Aull & Monroe Investment Management Corp
INCREASED58,99358,002+991+2%$1.7M$1.8M+$62.8K2026-10-16
Townsend Asset Management Corp
DECREASED58,65358,921-2680%$1.7M$1.8M+$25.5K2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED58,22356,400+1,823+3%$1.7M$1.7M+$86.9K2026-10-15
Ironwood Financial, llc
DECREASED58,07758,158-810%$1.7M$1.7M+$24.9K2026-10-20
Bernardo Wealth Planning LLC
INCREASED57,44028,693+28,747+100%$844.4K$1.7M+$878.7K2026-10-23
Trust Point Inc.
UNCHANGED57,41357,41300%$1.7M$1.7M+$32.7K2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED56,71156,71100%$1.7M$1.7M+$32.3K2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED56,68944,109+12,580+29%$1.3M$1.7M+$402.5K2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED56,51356,613-1000%$1.7M$1.7M+$29.3K2026-10-27
Vanguard Capital Wealth Advisors
INCREASED56,33955,901+438+1%$1.6M$1.7M+$45.0K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED56,00059,583-3,583-6%$1.8M$1.7M-$73.5K2026-10-21
Armstrong Advisory Group, Inc
DECREASED55,97460,963-4,989-8%$1.8M$1.7M-$114.9K2026-10-09
Weaver Capital Management LLC
DECREASED55,23759,199-3,962-7%$1.5M$1.7M+$139.2K2026-10-15
Ritholtz Wealth Management
INCREASED55,13927,877+27,262+98%$820.4K$1.7M+$833.8K2026-11-05
Tilia Fiduciary Partners, Inc.
DECREASED54,80755,097-290-1%$1.6M$1.6M+$22.7K2026-10-09
Leading Edge Financial Planning LLC
DECREASED54,31156,167-1,856-3%$1.7M$1.6M-$23.7K2026-10-23
RHS Financial, LLC
DECREASED54,04259,578-5,536-9%$1.8M$1.6M-$132.1K2026-10-13
Brandywine OAK Private Wealth LLC
UNCHANGED53,91353,91300%$1.6M$1.6M+$30.7K2026-10-23
TritonPoint Partners, LLC
DECREASED53,79160,544-6,753-11%$1.8M$1.6M-$168.1K2026-11-05
CWA Asset Management Group, LLC
INCREASED53,73948,099+5,640+12%$1.4M$1.6M+$196.6K2026-10-19
Evolution Wealth Management Inc.
DECREASED53,72858,394-4,666-8%$1.7M$1.6M-$106.7K2026-10-28
Madden Securities Corp
INCREASED53,65852,765+893+2%$1.6M$1.6M+$56.9K2026-10-27
CWC Advisors, Llc.
DECREASED53,55255,389-1,837-3%$1.6M$1.6M-$23.5K2026-10-15
Ifrah Financial Services, Inc.
DECREASED53,20354,467-1,264-2%$1.6M$1.6M-$6.9K2026-10-13
Birchbrook, Inc.
DECREASED53,15858,663-5,505-9%$1.7M$1.6M-$131.7K2026-10-14
Bluedoor Private Wealth, LLC
INCREASED52,88752,593+294+1%$1.5M$1.6M+$38.8K2026-11-05
Veery Capital, LLC
INCREASED52,82451,559+1,265+2%$1.5M$1.6M+$67.3K2026-10-07
Park Capital Management, LLC / WI
INCREASED52,79047,441+5,349+11%$1.4M$1.6M+$187.5K2026-10-13
Pflug Koory, LLC
INCREASED51,45650,700+756+1%$1.5M$1.5M+$51.6K2026-10-26
Colorado Capital Management, Inc.
INCREASED50,85548,224+2,631+5%$1.4K$1.5K+$1072026-10-15
FSM Wealth Advisors, LLC
INCREASED50,56250,549+13+0%$1.5M$1.5M+$53.0K2026-10-27
Clarity Capital Advisors, LLC
INCREASED50,48350,346+137+0%$1.5M$1.5M+$32.8K2026-10-27
Bfsg, LLC
DECREASED50,24350,408-1650%$1.5M$1.5M+$23.8K2026-10-30
Flagship Capital Management Inc.
INCREASED49,97549,189+786+2%$1.4M$1.5M+$51.6K2026-10-20
Smith Salley Wealth Management
INCREASED49,82344,751+5,072+11%$1.3M$1.5M+$177.7K2026-11-03
Econ Financial Services Corp
DECREASED49,60478,996-29,392-37%$2.3M$1.5M-$836.7K2026-10-19
Daymark Wealth Partners, LLC
INCREASED48,90740,113+8,794+22%$1.2M$1.5M+$286.7K2026-11-04
Lincoln Capital Corp
UNCHANGED48,48248,48200%$1.4M$1.5M+$27.6K2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED48,25357,076-8,823-15%$1.7M$1.4M-$232.2K2026-10-22
William Mack & Associates, Inc.
INCREASED48,05432,053+16,001+50%$943.3K$1.4M+$498.3K2026-10-27
Gainplan LLC
INCREASED47,89247,748+144+0%$1.4M$1.4M+$31.5K2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED47,71838,675+9,043+23%$1.1M$1.4M+$293.3K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED47,68450,742-3,058-6%$1.5M$1.4M-$62.8K2026-11-04
SLT Holdings LLC
INCREASED47,50922,294+25,215+113%$656.1K$1.4M+$769.2K2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED47,42448,249-825-2%$1.4M$1.4M+$2.8K2026-10-06
Cambridge Advisors Inc.
INCREASED47,06447,019+45+0%$1.4M$1.4M+$28.2K2026-10-19
Amicus Financial Advisors, LLC
INCREASED47,05146,987+64+0%$1.4M$1.4M+$28.7K2026-11-03
Washington Trust Co
UNCHANGED46,96046,96000%$1.4M$1.4M+$26.8K2026-10-22
Directional Asset Management
INCREASED46,81545,589+1,226+3%$1.3M$1.4M+$62.7K2026-10-22
Compound Planning, Inc.
DECREASED45,70350,937-5,234-10%$1.5M$1.4M-$128.0K2026-11-05
Avantax Planning Partners, Inc.
DECREASED45,64846,033-385-1%$1.4M$1.4M+$14.7K2026-11-03
Moneco Advisors, LLC
INCREASED45,49244,743+749+2%$1.3M$1.4M+$48.0K2026-11-05
Ascentis Independent Advisors
NEW45,347—+45,347——$1.4M—2026-11-03
Claro Advisors Inc.
INCREASED45,04139,010+6,031+15%$1.1M$1.4M+$203.2K2026-11-02
Aurora Private Wealth, Inc.
INCREASED44,91444,665+249+1%$1.3M$1.3K-$1.3M2026-10-20
Kondo Wealth Advisors, Inc.
UNCHANGED44,74944,74900%$1.3M$1.3M+$25.5K2026-10-19
MGO One Seven LLC
DECREASED44,71048,714-4,004-8%$1.4M$1.3M-$92.4K2026-10-28
Clayton Financial Group LLC
INCREASED44,63544,595+40+0%$1.3M$1.3M+$26.6K2026-10-13
Carnegie Investment Counsel
INCREASED44,51041,789+2,721+7%$1.2M$1.3M+$105.5K2026-10-20
Total Investment Management Inc
INCREASED44,49011,443+33,047+289%$336.9K$1.3M+$997.8K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED43,71241,402+2,310+6%$1.2M$1.3M+$92.9K2026-10-27
Breakwater Investment Management
DECREASED43,44647,561-4,115-9%$1.4M$1.3M-$96.3K2026-10-20
Westco Advisory Services Inc
DECREASED42,69942,959-260-1%$1.3M$1.3M+$16.7K2026-10-14
Birchwood Financial Partners, Inc.
INCREASED42,48441,217+1,267+3%$1.2M$1.3M+$61.5K2026-11-02
Sovran Advisors, LLC
DECREASED41,96843,759-1,791-4%$1.3M$1.3M-$8.3K2026-11-02
Cdkv Holdings LLC
DECREASED41,84042,604-764-2%$1.3M$1.3M+$1.4K2026-10-28
Michels Family Financial, LLC
DECREASED41,81543,417-1,602-4%$1.3M$1.3M-$23.3K2026-11-02
Ulland Investment Advisors, LLC
DECREASED41,71042,952-1,242-3%$1.3K$1.3K-$132026-10-13
Victory Financial Group, LLC
DECREASED41,49041,645-1550%$1.2M$1.2M+$19.1K2026-10-27
Clarity Wealth Advisors, LLC
DECREASED41,06542,293-1,228-3%$1.2M$1.2M-$12.7K2026-10-21
Noble Family Wealth, LLC
INCREASED41,02440,442+582+1%$1.2M$1.2M+$40.5K2026-10-26
Garde Capital, Inc.
UNCHANGED40,89740,89700%$1.2M$1.2M+$23.3K2026-10-29
Firestone Capital Management
INCREASED40,62740,547+80+0%$1.2M$1.2M+$25.5K2026-11-03
Sachem Hill LLC
DECREASED40,30841,021-713-2%$1.2M$1.2M+$2.0K2026-10-14
One Wealth Capital Management, LLC
DECREASED40,22580,097-39,872-50%$2.4M$1.2M-$1.2M2026-10-23
Tactive Advisors, LLC
DECREASED40,18840,484-296-1%$1.2M$1.2M+$14.2K2026-10-08
Unify Financial Advisors
DECREASED40,09340,363-270-1%$1.2M$1.2M+$14.9K2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED39,69839,69800%$1.2M$1.2M+$22.6K2026-10-22
Parkside Financial Bank & Trust
INCREASED38,95933,839+5,120+15%$995.9K$1.2M+$172.9K2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED38,81633,929+4,887+14%$998.5K$1.2M+$166.0K2026-10-16
Keystone Wealth Services, LLC
INCREASED38,16837,302+866+2%$1.1M$1.1M+$50.7K2026-11-03
Twele Capital Management, Inc.
DECREASED37,97238,364-392-1%$1.1M$1.1M+$10.1K2026-10-13
Mitchell Sinkler & Starr
UNCHANGED37,94337,94300%$1.1M$1.1M+$21.6K2026-10-13
Argos Wealth Advisors, LLC
INCREASED37,81137,806+5+0%$1.1M$1.1M+$21.7K2026-11-02
Evensky & Katz LLC
INCREASED37,67437,632+42+0%$1.1M$1.1K-$1.1M2026-10-27
FF Advisors,LLC
UNCHANGED37,62437,62400%$1.1M$1.1M+$21.4K2026-10-21
Plante Moran Financial Advisors, LLC
DECREASED37,10348,983-11,880-24%$1.4M$1.1M-$328.5K2026-11-04
Daytona Street Capital LLC
UNCHANGED37,00737,00700%$1.1M$1.1M+$27.6K2026-10-15
Evergreen Capital Management LLC
INCREASED36,79236,786+6+0%$1.1M$1.1M+$21.1K2026-10-23
RFG Advisory, LLC
INCREASED36,35134,904+1,447+4%$1.0M$1.1M+$63.3K2026-11-03
Alternative Investment Advisors, Llc.
INCREASED36,34534,605+1,740+5%$1.0M$1.1M+$72.1K2026-11-03
Mirador Capital Partners LP
DECREASED36,30237,394-1,092-3%$1.1M$1.1M-$11.5K2026-10-09
Beacon Investment Advisory Services, Inc.
INCREASED36,20536,104+101+0%$1.1M$1.1M+$23.6K2026-10-13
Piscataqua Savings Bank
UNCHANGED35,98335,98300%$1.1M$1.1M+$20.5K2026-10-21
Praetorian Wealth Management, Inc.
INCREASED35,81935,798+21+0%$1.1M$1.1M+$21.0K2026-10-16
National Wealth Management Group, LLC
INCREASED35,73834,928+810+2%$1.0M$1.1M+$44.2K2026-10-26
Park Edge Advisors, LLC
UNCHANGED35,65535,65500%$1.0M$1.1M+$20.3K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED35,50436,326-822-2%$1.1M$1.1M-$4.0K2026-10-30
Summit Asset Management, LLC
UNCHANGED35,47535,47500%$1.0M$1.1M+$20.2K2026-11-05
Heritage Investment Group, Inc.
UNCHANGED35,28935,28900%$1.0M$1.1M+$20.1K2026-11-03
Citizens Financial Group Inc
INCREASED35,21734,256+961+3%$1.0M$1.1M+$48.4K2026-10-23
Landmark Wealth Management, LLC
DECREASED34,82635,172-346-1%$1.0M$1.0M+$9.7K2026-11-03
StoneX Group Inc.
INCREASED34,38112,050+22,331+185%$354.6K$1.0M+$676.1K2026-11-03
Trellis Wealth Advisors LLC
UNCHANGED34,12834,12800%$1.0M$1.0M+$19.5K2026-10-19
Walker Financial Services, Inc.
INCREASED34,12334,082+41+0%$1.0M$1.0M+$20.7K2026-10-26
Joel Isaacson & Co., LLC
INCREASED33,85426,193+7,661+29%$770.9K$1.0M+$244.8K2026-11-05
Investment Planning Advisors, Inc.
DECREASED33,78935,379-1,590-4%$1.0M$1.0M-$27.5K2026-10-14
Clark Asset Management, LLC
UNCHANGED33,78333,78300%$994.2K$1.0M+$19.3K2026-10-19
XML Financial, LLC
INCREASED33,74933,545+204+1%$987.2K$1.0M+$25.2K2026-10-29
Spire Wealth Management
INCREASED33,73933,126+613+2%$974.9K$1.0M+$37.3K2026-10-30
Trek Financial, LLC
INCREASED33,65731,818+1,839+6%$936.4K$1.0M+$73.3K2026-10-29
IFG Advisors, LLC
INCREASED33,55517,139+16,416+96%$504.4K$1.0M+$502.3K2026-10-15
Entrewealth, LLC
INCREASED33,52933,277+252+1%$1.0M$1.0M-$2.4K2026-10-14
Landmark Wealth Management, Inc.
INCREASED33,46533,283+182+1%$979.5K$1.0M+$24.4K2026-11-04
Compass Financial Management LLC
DECREASED33,34342,909-9,566-22%$1.3M$1.0M-$265.9K2026-10-30
Arlington Financial Advisors, LLC
DECREASED33,31133,314-30%$980.4K$999.3K+$18.9K2026-10-19
Fiduciary Family Office, LLC
UNCHANGED33,17733,17700%$976.4K$995.3K+$18.9K2026-11-04
McCarley & Cook Financial Planners
INCREASED33,14831,230+1,918+6%$919.1K$994.4K+$75.3K2026-10-21
Inlight Wealth Management, LLC
INCREASED33,1439,322+23,821+256%$274.4K$994.3K+$719.9K2026-10-21
Highline Wealth Partners LLC
DECREASED33,12835,461-2,333-7%$1.0M$993.8K-$49.8K2026-10-19
Security Financial Services, Inc.
UNCHANGED32,98232,98200%$970.7K$989.5K+$18.8K2026-10-29
Eiger Wealth Management, LLC
INCREASED32,98132,891+90+0%$968.0K$989.4K+$21.4K2026-11-03
Quadrant Private Wealth Management, LLC
NEW32,695—+32,695——$980.8K—2026-11-04
Integrity Investment Advisors, LLC
DECREASED32,54243,034-10,492-24%$1.3M$976.3K-$290.2K2026-11-03
Svrn Asset Management, LLC
UNCHANGED32,40032,40000%$953.5K$972.0K+$18.5K2026-11-02
Venture Visionary Partners LLC
DECREASED31,87232,056-184-1%$943.4K$956.2K+$12.8K2026-10-07
Fulton Breakefield Broenniman LLC
INCREASED31,85630,575+1,281+4%$899.8K$955.7K+$55.9K2026-11-03
Rede Wealth, LLC
UNCHANGED31,78231,78200%$935.3K$953.5K+$18.1K2026-10-22
MBE Wealth Management, LLC
INCREASED31,76017,716+14,044+79%$521.4K$952.8K+$431.4K2026-10-26
Plan A Wealth LLC
INCREASED31,27931,264+15+0%$920.1K$938.4K+$18.3K2026-10-08
Foundation Wealth Management, Llc\pa
UNCHANGED31,03431,03400%$913.3K$931.0K+$17.7K2026-10-14
Klingman & Associates, LLC
UNCHANGED30,77830,77800%$905.8K$923.3K+$17.5K2026-10-20
Mather Group, Llc.
INCREASED30,52815,224+15,304+101%$448.0K$915.8K+$467.8K2026-10-14
Goldstein Advisors, LLC
INCREASED30,20226,640+3,562+13%$784.0K$906.1K+$122.0K2026-10-15
Advisor Resource Council
DECREASED30,08733,362-3,275-10%$989.2K$918.9K-$70.3K2026-11-05
HCR Wealth Advisors
UNCHANGED29,67329,67300%$873.3K$890.2K+$16.9K2026-10-15
Wedbush Securities Inc
DECREASED29,63330,298-665-2%$892.0K$889-$891.1K2026-10-22
Single Point Partners, LLC
DECREASED29,51429,671-157-1%$873.2K$885.4K+$12.2K2026-10-19
Tanglewood Wealth Management, Inc.
INCREASED29,25029,249+10%$860.8K$877.5K+$16.7K2026-10-23
ARK & TLK Investments, LLC
DECREASED29,09729,484-387-1%$867.7K$872.9K+$5.2K2026-10-20
S&A Financial Services, Inc.
INCREASED28,76028,643+117+0%$843.0K$862.8K+$19.8K2026-11-03
LifePlan Financial, LLC
INCREASED28,55027,475+1,075+4%$808.6K$869.9K+$61.3K2026-10-13
Carolina Wealth Advisors, LLC
DECREASED28,52232,703-4,181-13%$962.4K$855.7K-$106.8K2026-10-23
GS Investments, Inc.
UNCHANGED28,50528,50500%$838.9K$855.2K+$16.2K2026-11-05
L. Roy Papp & Associates, LLP
INCREASED28,41625,758+2,658+10%$758.1K$852.5K+$94.4K2026-10-21
Greenleaf Trust
UNCHANGED28,36328,36300%$834.7K$850.9K+$16.2K2026-10-29
Impact Capital Partners LLC
INCREASED28,21728,141+76+0%$828.2K$846.5K+$18.3K2026-10-22
Crescent Sterling, Ltd.
INCREASED28,14825,601+2,547+10%$753.4K$844.4K+$91.0K2026-10-16
WestHill Financial Advisors, Inc.
UNCHANGED27,90027,90000%$821.1K$837.0K+$15.9K2026-10-14
Catalyst Investment Management LLC
DECREASED27,54428,770-1,226-4%$846.7K$826.3K-$20.4K2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED27,44423,846+3,598+15%$701.8K$823.3K+$121.5K2026-11-02
CGN Advisors LLC
DECREASED27,18527,602-417-2%$812.3K$815.6K+$3.2K2026-10-21
Horst & Graben Wealth Management LLC
DECREASED26,84328,454-1,611-6%$836.3K$805.3K-$31.0K2026-11-02
Aerodigm Wealth, LLC
UNCHANGED26,84226,84200%$790.0K$805.3K+$15.3K2026-10-16
New England Private Wealth Advisors LLC
INCREASED26,67426,616+58+0%$775.1K$800.2K+$25.1K2026-10-19
TrueWealth Advisors, LLC
UNCHANGED26,55726,55700%$781.6K$796.7K+$15.1K2026-10-09
LexAurum Advisors, LLC
INCREASED26,26721,122+5,145+24%$621.6K$788.0K+$166.4K2026-10-19
Rockwood Wealth Management, LLC
INCREASED26,17926,119+60+0%$768.7K$785.4K+$16.7K2026-10-27
International Private Wealth Advisors LLC
DECREASED25,61428,714-3,100-11%$845.1K$768.4K-$76.6K2026-11-05
Aaron Wealth Advisors LLC
INCREASED25,58625,528+58+0%$751.3K$767.6K+$16.3K2026-10-13
Hartline Investment Corp/
DECREASED25,57025,798-228-1%$759.2K$767.1K+$7.9K2026-10-29
Mason & Associates, LLC
UNCHANGED25,56925,56900%$752.5K$767.1K+$14.6K2026-10-26
WealthPLAN Partners, LLC
DECREASED25,38125,483-1020%$750.0K$761.4K+$11.5K2026-10-15
Fragasso Financial Advisors Inc
DECREASED25,35925,502-143-1%$750.5K$777.0K+$26.5K2026-10-13
Connecticut Wealth Management, LLC
INCREASED25,30016,180+9,120+56%$476.2K$759.0K+$282.8K2026-10-13
Oarsman Capital, Inc.
INCREASED25,26123,585+1,676+7%$694.1K$757.8K+$63.7K2026-11-05
Acropolis Investment Management, LLC
INCREASED25,11025,096+14+0%$738.6K$753.3K+$14.7K2026-10-08
Gibson Capital, LLC
INCREASED25,09324,649+444+2%$725.4K$752.8K+$27.4K2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED24,90924,659+250+1%$725.7K$747.3K+$21.6K2026-11-02
Investment Research Partners LLC
INCREASED24,89419,321+5,573+29%$568.6K$746.8K+$178.2K2026-10-19
Stewardship Advisors, LLC
DECREASED24,83438,623-13,789-36%$1.1M$745.0K-$391.7K2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED24,69323,818+875+4%$701.0K$740.8K+$39.8K2026-10-09
Forum Financial Management, LP
DECREASED24,62826,189-1,561-6%$770.7K$738.8K-$31.9K2026-10-16
Avail Investment Partners, LLC
INCREASED24,59319,068+5,525+29%$561.2K$737.8K+$176.6K2026-10-16
Grey Ledge Advisors, LLC
INCREASED24,56124,486+75+0%$720.6K$736.8K+$16.2K2026-11-02
RAM Investment Partners, LLC
INCREASED24,35410,149+14,205+140%$298.7K$730.6K+$431.9K2026-10-21
Torren Management, LLC
DECREASED24,13924,294-155-1%$715.0K$724.2K+$9.2K2026-10-29
Bennett Selby Investments LP
UNCHANGED23,96323,96300%$705.2K$718.9K+$13.7K2026-10-19
McKinley Carter Wealth Services, Inc.
DECREASED23,81724,276-459-2%$714.5K$714.5K+$502026-10-16
Beacon Financial Advisory LLC
NEW23,606—+23,606——$708.2K—2026-10-16
Carmel Capital Partners, LLC
INCREASED23,36822,518+850+4%$662.7K$701.0K+$38.3K2026-11-03
Financial Management Network Inc
INCREASED23,30722,490+817+4%$659.2K$706.7K+$47.5K2026-10-09
Titleist Asset Management, LLC
INCREASED23,28715,732+7,555+48%$463.0K$698.6K+$235.6K2026-10-08
Fiduciary Alliance LLC
DECREASED22,97723,490-513-2%$691.3K$689.3K-$2.0K2026-10-13
Guyasuta Investment Advisors Inc
INCREASED22,47717,616+4,861+28%$518.4K$674.3K+$155.9K2026-10-15
Boyd Wealth Management, LLC
UNCHANGED22,34322,34300%$657.6K$670.3K+$12.7K2026-10-20
Dagco, Inc.
UNCHANGED22,23622,23600%$654.4K$667.1K+$12.7K2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED22,18123,888-1,707-7%$703.0K$665.4K-$37.6K2026-10-26
XY Planning Network, Inc.
INCREASED21,92212,881+9,041+70%$379.1K$657.7K+$278.6K2026-10-14
GHP Investment Advisors, Inc.
DECREASED21,87122,070-199-1%$649.5K$656.1K+$6.6K2026-10-15
Jacobsen Capital Management
DECREASED21,81722,300-483-2%$656.3K$654.5K-$1.8K2026-10-27
Confluence Wealth Services, Inc.
INCREASED21,69215,506+6,186+40%$456.3K$650.7K+$194.4K2026-11-05
Certuity, LLC
INCREASED21,40021,395+5+0%$629.7K$642.0K+$12.3K2026-11-02
Curran Financial Partners, LLC
INCREASED21,34519,495+1,850+9%$573.7K$640.4K+$66.6K2026-11-04
Fairman Group, LLC
DECREASED21,27821,433-155-1%$630.8K$638.3K+$7.6K2026-10-26
Wlth Capital Management, LLC
DECREASED21,14191,904-70,763-77%$2.7M$634.2K-$2.1M2026-10-20
Triad Wealth Partners, LLC
INCREASED21,11420,454+660+3%$611.2K$633.4K+$22.3K2026-10-26
Burton Enright Welch
INCREASED21,05715,684+5,373+34%$461.6K$631.7K+$170.1K2026-11-04
Prospera Financial Services Inc
INCREASED21,02414,459+6,565+45%$425.5K$625.1K+$199.5K2026-11-04
Morton Capital Management LLC
INCREASED20,95020,945+5+0%$616.4K$628.5K+$12.1K2026-10-23
TCI Wealth Advisors, Inc.
INCREASED20,56316,437+4,126+25%$483.7K$616.9K+$133.2K2026-10-30
Cape Investment Advisory, Inc.
INCREASED20,55420,088+466+2%$591.2K$616.6K+$25.4K2026-10-13
Patten & Patten Inc
INCREASED20,52619,326+1,200+6%$568.8K$615.8K+$47.0K2026-10-26
KW Wealth Management LLC
NEW20,525—+20,525——$615.8K—2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED20,45420,453+10%$601.9K$613.6K+$11.7K2026-10-09
City Center Advisors, LLC
INCREASED20,41317,106+3,307+19%$503.4K$612.4K+$109.0K2026-10-08
D.A. Davidson & Co.
DECREASED20,34023,857-3,517-15%$702.1K$610.2K-$91.9K2026-10-28
Cypress Financial Planning LLC
DECREASED20,30126,391-6,090-23%$776.7K$609.0K-$167.7K2026-10-09
Opus Capital Group, LLC
UNCHANGED20,20920,20900%$595.0K$606-$594.4K2026-10-30
ERn Financial, LLC
UNCHANGED20,12420,12400%$592.2K$603.7K+$11.5K2026-10-28
Watershed Private Wealth LLC
DECREASED20,02120,072-510%$590.7K$600.6K+$9.9K2026-10-30
RF&L Wealth Management, LLC
UNCHANGED20,00120,00100%$588.6K$600.0K+$11.4K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED19,98919,293+696+4%$567.8K$599.7K+$31.9K2026-10-29
Laurel Wealth Advisors LLC
UNCHANGED19,88119,88100%$585.1K$596.4K+$11.3K2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED19,85519,85500%$584.3K$595.7K+$11.3K2026-10-06
Atticus Wealth Management, LLC
INCREASED19,77218,677+1,095+6%$549.7K$593.2K+$43.5K2026-10-20
Valley Brook Capital Group, Inc.
INCREASED19,60418,480+1,124+6%$543.9K$588.1K+$44.3K2026-10-26
Means Investment Co., Inc.
INCREASED19,56219,559+3+0%$575.6K$586.9K+$11.2K2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED19,54619,540+6+0%$575.1K$586.4K+$11.3K2026-10-20
Acorn Financial Advisory Services Inc
NEW19,518—+19,518——$585.6K—2026-11-02
Grandview Asset Management LLC
NEW19,483—+19,483——$584.5K—2026-10-19
Rossby Financial, LCC
DECREASED19,45821,391-1,933-9%$629.5K$583.7K-$45.8K2026-11-05
Martel Wealth Advisors LLC
INCREASED19,43919,424+15+0%$571.7K$583.2K+$11.5K2026-10-14
GEM Asset Management, LLC
INCREASED19,29219,259+33+0%$566.8K$578.8K+$12.0K2026-10-13
Uncommon Cents Investing Inc
UNCHANGED19,23619,23600%$566.1K$577.1K+$11.0K2026-10-20
DecisionPoint Financial, LLC
UNCHANGED19,20519,20500%$564.4K$577.9K+$13.4K2026-10-27
Retiremitten Financial LLC
DECREASED18,93019,753-823-4%$581.3K$575.3K-$6.0K2026-11-05
John W. Brooker & Co., CPAs
DECREASED18,85422,369-3,515-16%$658.3K$565.6K-$92.7K2026-10-21
Cadent Capital Advisors, LLC
INCREASED18,80918,799+10+0%$553.3K$564.3K+$11.0K2026-10-09
CRA Financial Services, LLC
UNCHANGED18,79618,79600%$553.2K$563.9K+$10.7K2026-10-16
Prairie Advisory, LLC
INCREASED18,7549,282+9,472+102%$273.2K$562.6K+$289.5K2026-10-19
Cookson Peirce & Co Inc
NEW18,343—+18,343——$550.3K—2026-10-30
Perryman Financial Advisory Inc
DECREASED18,27619,141-865-5%$563.3K$548.3K-$15.0K2026-10-16
Grantvest Financial Group LLC
INCREASED18,20717,316+891+5%$509.6K$546.2K+$36.6K2026-10-21
Pinnacle Bancorp, Inc.
UNCHANGED18,16218,16200%$534.5K$544.9K+$10.4K2026-10-21
Accurate Wealth Management, LLC
DECREASED18,03927,224-9,185-34%$809.6K$552.2K-$257.5K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED17,74823,516-5,768-25%$692.1K$532.4K-$159.6K2026-10-16
Integrity Alliance, Llc.
DECREASED17,67925,268-7,589-30%$743.6K$530.4K-$213.2K2026-10-29
Pacific Park Financial, Inc.
INCREASED17,57815,016+2,562+17%$441.9K$527.3K+$85.4K2026-10-13
Armor Investment Advisors, LLC
UNCHANGED17,57417,57400%$517.2K$527.2K+$10.0K2026-10-27
Associated Banc-Corp
DECREASED17,49640,275-22,779-57%$1.2M$524.9K-$660.4K2026-10-30
Gill Capital Partners, LLC
DECREASED17,45217,712-260-1%$521.3K$523.6K+$2.3K2026-10-13
Hudock, Inc.
INCREASED17,41917,407+12+0%$512.3K$522.6K+$10.3K2026-10-14
DDD Partners, LLC
UNCHANGED17,36417,36400%$511.0K$520.9K+$9.9K2026-11-02
TPG Advisors LLC
DECREASED17,34917,735-386-2%$521.9K$520.5K-$1.5K2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED17,24017,24000%$507.4K$517.2K+$9.8K2026-11-03
Blueline Advisors LLC
UNCHANGED17,17317,17300%$505.4K$515.2K+$9.8K2026-10-15
North Forty Two & Co.
DECREASED17,15620,906-3,750-18%$615.3K$514.7K-$100.6K2026-10-19
Rinkey Investments
UNCHANGED17,09017,09000%$503.0K$512.7K+$9.7K2026-10-28
Waldron Private Wealth LLC
UNCHANGED17,05117,05100%$501.8K$511.5K+$9.7K2026-11-02
Altfest L J & Co Inc
INCREASED17,04416,847+197+1%$495.8K$511.3K+$15.5K2026-10-27
Flagship Private Wealth, LLC
UNCHANGED17,02117,02100%$500.9K$510.6K+$9.7K2026-11-05
Evansbrook LLC
INCREASED17,00016,639+361+2%$489.7K$510.0K+$20.3K2026-10-16
Nautilus Advisors LLC
UNCHANGED16,95016,95000%$504.1K$508.5K+$4.4K2026-10-07
Davenport & Co LLC
INCREASED16,92815,154+1,774+12%$446.0K$507.9K+$61.9K2026-10-14
Barton Investment Management
INCREASED16,89016,844+46+0%$495.7K$506.7K+$11.0K2026-10-27
SeaBridge Investment Advisors LLC
INCREASED16,75113,800+2,951+21%$406.1K$502.5K+$96.4K2026-11-02
Macroview Investment Management LLC
INCREASED16,74616,724+22+0%$492.2K$502.4K+$10.2K2026-10-26
Great Lakes Retirement, Inc.
NEW16,709—+16,709——$501.3K—2026-10-26
First County Bank
DECREASED16,57017,370-800-5%$511.2K$497.1K-$14.1K2026-10-13
Networth Advisors, LLC
INCREASED16,54516,500+45+0%$485.6K$496.3K+$10.7K2026-11-03
Roof Eidam Maycock Peralta, LLC
UNCHANGED16,48516,48500%$485.2K$494.6K+$9.4K2026-10-15
Slow Capital, Inc.
DECREASED16,48317,125-642-4%$504.0K$494.5K-$9.5K2026-10-23
GK Wealth Management LLC
DECREASED16,24618,264-2,018-11%$537.5K$487.4K-$50.1K2026-10-09
Builder Investment Group Inc
INCREASED16,21016,208+2+0%$477.0K$486.3K+$9.3K2026-10-22
Pathway Financial Advisors LLC
UNCHANGED16,15816,15800%$475.0K$484.7K+$9.7K2026-10-07
Financial Life Advisors
INCREASED16,14715,708+439+3%$462.3K$484.4K+$22.1K2026-10-14
Central Trust Co
DECREASED16,05517,123-1,068-6%$503.9K$481.7K-$22.3K2026-11-05
Mindset Wealth Management, LLC
INCREASED15,92314,120+1,803+13%$415.6K$477.7K+$62.1K2026-10-19
Essex Bank
DECREASED15,74916,001-252-2%$470.9K$472.5K+$1.6K2026-10-16
Aspect Partners, LLC
UNCHANGED15,54615,54600%$457.5K$466.4K+$8.9K2026-10-20
Strategic Blueprint, LLC
INCREASED15,48213,956+1,526+11%$410.7K$464.5K+$53.7K2026-10-22
Your Advocates Ltd., LLP
DECREASED15,39415,610-216-1%$459.4K$461.8K+$2.4K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED15,37415,372+2+0%$452.4K$461.2K+$8.8K2026-11-05
Level Wealth Management LLC
NEW15,222—+15,222——$456.7K—2026-10-23
Global Wealth Strategies & Associates
INCREASED15,21415,204+10+0%$447.4K$456.4K+$9.0K2026-10-02
Keenan, LLC
INCREASED15,18715,181+6+0%$446.8K$455.6K+$8.8K2026-10-23
Romano Brothers and Company
DECREASED15,14415,240-96-1%$448.5K$454.3K+$5.8K2026-10-22
Principal Financial Group Inc
DECREASED15,12715,176-490%$446.6K$453.8K+$7.2K2026-11-02
Northern Financial Advisors Inc
INCREASED15,03714,882+155+1%$438.0K$451.1K+$13.1K2026-10-29
BXM Wealth LLC
UNCHANGED14,97514,97500%$440.7K$449.3K+$8.5K2026-11-03
Motive Wealth Advisors
DECREASED14,94818,016-3,068-17%$530.2K$448.4K-$81.8K2026-10-26
Narwhal Capital Management
INCREASED14,94013,033+1,907+15%$383.5K$448.2K+$64.7K2026-11-04
Dhjj Financial Advisors, Ltd.
INCREASED14,87014,869+1+0%$437.6K$446.1K+$8.5K2026-10-23
Penobscot Investment Management Company, Inc.
UNCHANGED14,82014,82000%$436.2K$444.6K+$8.4K2026-10-26
SkyOak Wealth, LLC
UNCHANGED14,59014,59000%$429.4K$437.7K+$8.3K2026-10-28
Aventus Investment Advisors, Inc.
DECREASED14,55115,985-1,434-9%$470.4K$436.5K-$33.9K2026-10-09
Paladin Wealth, LLC
UNCHANGED14,54414,54400%$428.0K$436.3K+$8.3K2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED14,47214,690-218-1%$432.3K$434.2K+$1.8K2026-11-05
Mainsail Financial Group, LLC
UNCHANGED14,44914,44900%$425.2K$433.5K+$8.2K2026-10-23
Shakespeare Wealth Management, LLC
INCREASED14,40811,833+2,575+22%$348.2K$432.2K+$84.0K2026-10-28
Fairway Wealth LLC
UNCHANGED14,37314,37300%$423.0K$431.2K+$8.2K2026-10-30
Lighthouse Wealth Management Inc.
UNCHANGED14,20214,20200%$418.0K$426.1K+$8.1K2026-10-13
Brown Wealth Management, LLC
INCREASED14,00613,644+362+3%$401.6K$420.2K+$18.6K2026-10-20
Cardinal Point Capital Management ULC
DECREASED13,93819,566-5,628-29%$575.8K$418.1K-$157.7K2026-10-21
Aviance Capital Partners, LLC
INCREASED13,90113,899+2+0%$409.1K$417.0K+$8.0K2026-10-29
Buttonwood Financial Group, LLC
NEW13,884—+13,884——$426.2K—2026-10-16
Gilpin Wealth Management, LLC
INCREASED13,6756,889+6,786+99%$202.7K$410.3K+$207.5K2026-10-09
FC Advisory LLC
INCREASED13,66213,585+77+1%$399.8K$409.9K+$10.0K2026-10-05
Montag A & Associates Inc
UNCHANGED13,58413,58400%$399.8K$407.5K+$7.7K2026-10-29
Centurion Wealth Management LLC
NEW13,481—+13,481——$404.4K—2026-10-13
Oppenheimer Asset Management Inc.
DECREASED13,37213,465-93-1%$396.3K$401.2K+$4.9K2026-10-27
Legacy Advisors, LLC
INCREASED13,28413,248+36+0%$389.9K$398.5K+$8.6K2026-10-19
South Shore Capital Advisors
UNCHANGED13,22313,22300%$389.2K$396.7K+$7.5K2026-10-20
One Day In July LLC
INCREASED13,19410,856+2,338+22%$319.5K$395.8K+$76.3K2026-10-30
Intrua Financial, LLC
INCREASED13,03011,047+1,983+18%$325.1K$390.9K+$65.8K2026-10-28
Berman McAleer LLC
UNCHANGED12,97812,97800%$381.9K$389.3K+$7.4K2026-10-16
Farmers & Merchants Investments Inc
DECREASED12,92113,151-230-2%$387.0K$387.6K+$5962026-10-22
One Advisory Partners, LLC
DECREASED12,89712,924-270%$380.3K$386.9K+$6.6K2026-10-22
Costello Asset Management, Inc
DECREASED12,83113,027-196-1%$383.4K$384.9K+$1.6K2026-10-30
Stonebridge Financial Group, LLC
INCREASED12,75712,753+4+0%$375.3K$382.7K+$7.4K2026-10-01
Roger Wittlin Investment Advisory, LLC
INCREASED12,75512,327+428+3%$362.8K$382.7K+$19.9K2026-10-19
Retirement Guys Formula LLC
DECREASED12,66912,923-254-2%$380.3K$380.1K-$2332026-10-26
Laurel OAK Wealth Management, LLC
UNCHANGED12,66012,66000%$372.6K$379.8K+$7.2K2026-10-19
Angeles Wealth Management, LLC
UNCHANGED12,65612,65600%$372.5K$379.7K+$7.2K2026-10-26
Eagle Harbor Asset Management Inc
INCREASED12,64712,640+7+0%$372.0K$379.4K+$7.4K2026-10-21
Radnor Capital Management, LLC
NEW12,620—+12,620——$378.6K—2026-10-23
LifeSteps Financial, Inc.
DECREASED12,61412,801-187-1%$376.7K$378.4K+$1.7K2026-10-15
PTM Wealth Management, LLC
INCREASED12,58012,546+34+0%$365.3K$386.2K+$20.9K2026-10-23
Highland Capital Management, LLC
UNCHANGED12,57712,57700%$370.1K$377.3K+$7.2K2026-10-26
Soltis Investment Advisors LLC
INCREASED12,44911,907+542+5%$350.4K$373.5K+$23.0K2026-10-28
CPC Advisors, LLC
UNCHANGED12,38112,38100%$364.4K$371.4K+$7.1K2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED12,36912,36900%$364.0K$371.1K+$7.1K2026-10-23
B.O.S.S. Retirement Advisors, LLC
NEW12,257—+12,257——$367.7K—2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED12,16911,603+566+5%$341.5K$365.1K+$23.6K2026-11-05
Financial Designs Corp
DECREASED12,04014,172-2,132-15%$417.1K$361.2K-$55.9K2026-10-09
Diversified Investment Strategies, LLC
DECREASED11,99012,195-205-2%$358.9K$359.7K+$8012026-10-28
Portus Wealth Advisors, LLC
DECREASED11,97512,006-310%$353.3K$359.2K+$5.9K2026-10-13
JSF Financial, LLC
INCREASED11,96911,937+32+0%$351.3K$359.1K+$7.8K2026-10-22
Eastern Bank
UNCHANGED11,95211,95200%$351.7K$358.6K+$6.8K2026-10-05
GoalVest Advisory LLC
UNCHANGED11,92511,92500%$351.0K$357.8K+$6.8K2026-10-02
MKD Wealth Coaches, LLC
INCREASED11,88511,693+192+2%$344.1K$356.6K+$12.4K2026-10-09
Accel Wealth Management
INCREASED11,85711,187+670+6%$329.2K$355.7K+$26.5K2026-10-13
LCW Services, LLC
INCREASED11,73911,487+252+2%$338.1K$352.2K+$14.1K2026-10-21
Fortem Financial Group, LLC
INCREASED11,72811,004+724+7%$323.9K$351.8K+$28.0K2026-10-20
Curtis Advisory Group, LLC
UNCHANGED11,60111,60100%$341.4K$348.0K+$6.6K2026-10-28
Koshinski Asset Management, Inc.
DECREASED11,59911,614-150%$341.8K$348.0K+$6.2K2026-10-29
Accredited Investors Inc.
DECREASED11,57416,042-4,468-28%$472.1K$347.2K-$124.9K2026-11-03
Bluesphere Advisors LLC
UNCHANGED11,52311,52300%$339.1K$345.7K+$6.6K2026-10-19
Dickmeyer Boyce Financial Management, Inc.
INCREASED11,51011,495+15+0%$338.3K$345.3K+$7.0K2026-10-08
Legacy Wealth Partners, LLC
INCREASED11,49610,787+709+7%$317.5K$344.9K+$27.4K2026-10-15
Certior Financial Group, LLC
DECREASED11,47012,138-668-5%$357.2K$344.1K-$13.1K2026-10-19
Auctus Advisors LLC
UNCHANGED11,42911,42900%$336.4K$342.9K+$6.5K2026-10-23
Foguth Wealth Management, Llc.
INCREASED11,32910,041+1,288+13%$293.8K$339.9K+$46.1K2026-10-19
Fusion Capital, LLC
DECREASED11,25112,689-1,438-11%$373.4K$337.5K-$35.9K2026-10-28
Hippocratic Financial Advisors, LLC
DECREASED11,17314,116-2,943-21%$415.4K$335.2K-$80.2K2026-10-13
Bingham Private Wealth, LLC
INCREASED11,1579,628+1,529+16%$283.4K$334.7K+$51.4K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED11,1538,806+2,347+27%$259.1K$334.6K+$75.5K2026-10-14
Oakworth Capital, Inc.
DECREASED11,11413,578-2,464-18%$399.1K$333.4K-$65.6K2026-10-26
Index Fund Advisors, Inc.
DECREASED11,07811,201-123-1%$329.6K$332.3K+$2.7K2026-11-05
FinDec Wealth Services, Inc.
UNCHANGED11,07111,07100%$325.8K$332.1K+$6.3K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED11,05211,05200%$325.3K$331.6K+$6.3K2026-10-20
Quartz Partners, LLC
DECREASED11,01211,253-241-2%$331.2K$330.4K-$8162026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED11,00111,00100%$323.8K$330.0K+$6.3K2026-10-09
Collective Family Office LLC
INCREASED10,8969,425+1,471+16%$277.4K$326.9K+$49.5K2026-10-05
Fiduciary Financial Group, LLC
INCREASED10,85010,833+17+0%$318.8K$325.5K+$6.7K2026-10-13
Cahaba Wealth Management, Inc.
NEW10,827—+10,827——$324.8K—2026-10-26
William Howard & Co Financial Advisors Inc
INCREASED10,81010,781+29+0%$317.3K$324.3K+$7.0K2026-11-04
Family Investment Center, Inc.
DECREASED10,80410,812-80%$318.2K$324.1K+$5.9K2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED10,69410,893-199-2%$320.6K$320.8K+$2142026-10-15
JIM Saulnier & Associates, LLC
INCREASED10,66710,647+20+0%$313.3K$320.0K+$6.7K2026-11-04
Weatherly Asset Management L. P.
UNCHANGED10,64410,64400%$313.3K$319.3K+$6.1K2026-10-20
SP Asset Management LLC
INCREASED10,61110,610+1+0%$312.2K$318.3K+$6.1K2026-11-05
Beacon Financial Group
UNCHANGED10,60710,60700%$312.2K$318.2K+$6.0K2026-10-19
PDS Planning, Inc
INCREASED10,5808,230+2,350+29%$242.2K$317.4K+$75.2K2026-11-03
WealthBridge Capital Management, LLC
INCREASED10,56410,547+17+0%$310.4K$316.9K+$6.5K2026-10-16
Eley Financial Management, Inc
UNCHANGED10,49710,49700%$308.9K$314.9K+$6.0K2026-11-03
Pegasus Asset Management, Inc.
UNCHANGED10,48710,48700%$308.6K$314.6K+$6.0K2026-11-03
BetterWealth, LLC
UNCHANGED10,33210,33200%$304.1K$310.0K+$5.9K2026-10-15
Elevated Financial Group LLC
DECREASED10,31614,850-4,534-31%$437.0K$309.5K-$127.6K2026-10-16
Wagner Wealth Management, LLC
INCREASED10,21810,075+143+1%$296.5K$306.5K+$10.0K2026-10-21
Wealthcare Capital Partners, LLC
DECREASED10,20128,776-18,575-65%$846.9K$306.0K-$540.8K2026-10-21
J. Derek Lewis & Associates Inc.
INCREASED10,1369,901+235+2%$291.4K$304.1K+$12.7K2026-11-03
Sensible Money, LLC
UNCHANGED10,06710,06700%$296.3K$302.0K+$5.7K2026-10-20
Beacon Capital Management, LLC
INCREASED10,0578,098+1,959+24%$238.3K$301.7K+$63.4K2026-10-23
25 LLC
INCREASED10,0179,937+80+1%$292.5K$300.5K+$8.1K2026-10-13
Financial Advisory Corp
INCREASED9,9339,683+250+3%$285.0K$298.0K+$13.0K2026-10-14
WPG Advisers, LLC
DECREASED9,91413,940-4,026-29%$410.3K$297.4K-$112.8K2026-10-27
First Pacific Financial
DECREASED9,85810,844-986-9%$319.1K$295.8K-$23.4K2026-10-14
Traynor Capital Management, Inc.
DECREASED9,83611,597-1,761-15%$341.3K$295.1K-$46.2K2026-10-29
Penney Financial, LLC
UNCHANGED9,8169,81600%$288.9K$294.5K+$5.6K2026-10-20
Segment Wealth Management, LLC
INCREASED9,8029,789+13+0%$288.1K$294.1K+$6.0K2026-10-26
Wrenne Financial Planning LLC
NEW9,801—+9,801——$294.1K—2026-10-30
Ethic Inc.
NEW9,750—+9,750——$292.5K—2026-11-03
Shira Ridge Wealth Management
UNCHANGED9,7359,73500%$286.5K$292.1K+$5.5K2026-10-09
MKT Advisors LLC
INCREASED9,6918,691+1,000+12%$256.3K$295.3K+$39.0K2026-10-20
Private Management Group Inc
INCREASED9,6236,882+2,741+40%$202.5K$288.7K+$86.2K2026-11-04
Golden State Wealth Management, LLC
INCREASED9,6159,528+87+1%$280.4K$288.5K+$8.0K2026-11-02
Strategic Planning Group, LLC
INCREASED9,6079,581+26+0%$282.0K$288.2K+$6.2K2026-10-22
Capital Asset Advisory Services LLC
DECREASED9,5899,848-259-3%$289.8K$288.0K-$1.9K2026-10-30
Summit Investment Advisory Services, LLC
DECREASED9,57711,280-1,703-15%$332.0K$287.3K-$44.7K2026-11-03
Essential Investment Partners LLC
NEW9,576—+9,576——$287.3K—2026-10-27
Foundation Wealth Management, LLC
NEW9,520—+9,520——$285.6K—2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED9,4739,472+1+0%$278.7K$284.2K+$5.4K2026-10-22
Salomon & Ludwin, LLC
UNCHANGED9,4689,46800%$278.3K$284.0K+$5.8K2026-10-29
Nova Financial LLC
NEW9,460—+9,460——$283.8K—2026-11-04
Mid-American Wealth Advisory Group, Inc.
NEW9,456—+9,456——$283.7K—2026-10-21
Gamma Investing LLC
INCREASED9,4433,144+6,299+200%$92.5K$283.3K+$190.8K2026-10-08
Welch Group, LLC
UNCHANGED9,3789,37800%$276.0K$281.3K+$5.3K2026-10-29
Affinity Capital Advisors, LLC
DECREASED9,3779,506-129-1%$281.9K$287.3K+$5.5K2026-10-13
Old National Bancorp
UNCHANGED9,3659,36500%$275.6K$281.0K+$5.3K2026-10-20
Fearless Solutions, LLC dba Best Invest
INCREASED9,3578,757+600+7%$257.7K$280.7K+$23.0K2026-10-14
Howard Capital Management Group, LLC
UNCHANGED9,2349,23400%$271.8K$277.0K+$5.3K2026-10-16
Canvas Wealth Advisors, LLC
DECREASED9,2029,583-381-4%$282.0K$278.7K-$3.3K2026-11-02
Capital Investment Counsel, LLC
DECREASED9,15911,198-2,039-18%$329.6K$274.8K-$54.8K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED9,0699,035+34+0%$265.9K$272.1K+$6.2K2026-10-30
Outbound Financial Inc
UNCHANGED8,9418,94100%$263.1K$268.2K+$5.1K2026-10-13
LEE Danner & Bass Inc
UNCHANGED8,8868,88600%$261.5K$266.6K+$5.1K2026-10-27
Centennial Wealth Advisory LLC
INCREASED8,7968,478+318+4%$249.5K$263.9K+$14.4K2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED8,7599,174-415-5%$270.0K$262.8K-$7.2K2026-10-27
RW Investment Management LLC
UNCHANGED8,7548,75400%$257.6K$262.6K+$5.0K2026-11-03
Apollon Financial, LLC
NEW8,740—+8,740——$262.2K—2026-10-23
Mustard Seed Financial, LLC
UNCHANGED8,6958,69500%$255.9K$260.9K+$5.0K2026-10-30
Roan Capital Partners
INCREASED8,6728,649+23+0%$254.5K$260.2K+$5.6K2026-10-09
Capital Investment Services of America, Inc.
UNCHANGED8,6708,67000%$255.2K$260.1K+$4.9K2026-11-02
Diversified Portfolios, Inc.
INCREASED8,6098,606+3+0%$253.3K$258.3K+$5.0K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED8,5738,57300%$252.3K$257.2K+$4.9K2026-10-30
Global Assets Advisory, LLC
DECREASED8,5468,749-203-2%$257.9K$260.8K+$2.9K2026-10-28
Cypress Wealth Services, LLC
INCREASED8,5028,389+113+1%$246.9K$261.0K+$14.1K2026-10-21
A&I Financial Services, LLC
NEW8,497—+8,497——$254.9K—2026-10-15
Mattern Wealth Management LLC
UNCHANGED8,4968,49600%$250.0K$254.9K+$4.8K2026-11-04
Legacy Bridge, LLC
UNCHANGED8,4298,42900%$248.1K$252.9K+$4.8K2026-10-28
Rare Wolf Capital LLC
INCREASED8,4178,400+17+0%$247.2K$252.5K+$5.3K2026-10-20
Gateway Investment Advisers LLC
NEW8,416—+8,416——$252.5K—2026-10-13
G&S Capital LLC
INCREASED8,3618,359+2+0%$246.0K$250.8K+$4.8K2026-10-23
Capital City Trust Co
INCREASED8,3276,815+1,512+22%$200.6K$249.8K+$49.2K2026-10-22
WP Advisors, LLC
DECREASED8,2978,337-400%$245.4K$248.9K+$3.6K2026-10-22
MSH Capital Advisors LLC
INCREASED8,1778,164+13+0%$240.3K$245.3K+$5.0K2026-11-03
Brindle & Bay Financial Advisors, LLC
NEW8,095—+8,095——$242.9K—2026-10-15
Sound Stewardship, LLC
DECREASED8,03112,563-4,532-36%$369.7K$240.9K-$128.8K2026-10-14
Sunbeam Capital Management, LLC
INCREASED8,0318,009+22+0%$235.7K$240.9K+$5.2K2026-11-05
Gibbs Wealth Management
NEW8,027—+8,027——$240.8K—2026-10-22
True Link Financial Advisors, LLC
DECREASED8,0138,297-284-3%$244.2K$240.4K-$3.8K2026-10-27
JB Capital LLC
INCREASED7,9917,140+851+12%$210.1K$239.7K+$29.6K2026-10-19
D'Orazio & Associates, Inc.
INCREASED7,9877,984+3+0%$235.0K$239.6K+$4.6K2026-11-04
Wealthcare Capital Management LLC
DECREASED7,9598,076-117-1%$237.7K$238.8K+$1.1K2026-10-21
Quadcap Wealth Management, LLC
UNCHANGED7,9247,92400%$233.2K$237.7K+$4.5K2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED7,8948,390-496-6%$246.9K$236.8K-$10.1K2026-10-23
Level Financial Advisors
NEW7,870—+7,870——$236.1K—2026-10-13
Lesa Sroufe & Co
INCREASED7,8667,831+35+0%$230.0K$236-$229.8K2026-10-29
Beacon Wealthcare LLC
UNCHANGED7,8667,86600%$231.5K$236.0K+$4.5K2026-10-02
True Private Wealth Advisors
DECREASED7,8428,064-222-3%$237.3K$235.3K-$2.0K2026-10-19
Griffith & Werner, Inc.
UNCHANGED7,8147,81400%$230.0K$234.4K+$4.4K2026-11-04
Lawood & Co
UNCHANGED7,8007,80000%$229.6K$234.0K+$4.4K2026-10-09
Chapin Davis, Inc.
UNCHANGED7,7837,78300%$229.1K$233.5K+$4.4K2026-10-09
Virtue Asset Management LLC
INCREASED7,7687,681+87+1%$226.1K$233.0K+$7.0K2026-10-21
Lpwm LLC
NEW7,753—+7,753——$232.6K—2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED7,7527,740+12+0%$227.8K$232.6K+$4.8K2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED7,7317,730+1+0%$227.5K$231.9K+$4.4K2026-10-16
Cannon Financial Strategists, Inc.
UNCHANGED7,7177,71700%$227.1K$231.5K+$4.4K2026-10-19
Fonville Wealth Management LLC
NEW7,711—+7,711——$231.3K—2026-10-28
Independent Wealth Network Inc.
DECREASED7,70811,445-3,737-33%$336.8K$231.2K-$105.6K2026-10-19
Scarborough Advisors, LLC
DECREASED7,7041,938,737-1,931,033-100%$56.6M$231.1K-$56.4M2026-10-16
White Lighthouse Investment Management Inc.
NEW7,673—+7,673——$230.2K—2026-10-21
Stone Wealth Partners
NEW7,660—+7,660——$230.1K—2026-11-05
High Net Worth Advisory Group LLC
DECREASED7,5269,719-2,193-23%$286.0K$225.8K-$60.3K2026-10-26
Advisor OS, LLC
INCREASED7,4817,474+7+0%$219.9K$224.4K+$4.5K2026-11-03
Jacksonville Wealth Management, LLC
UNCHANGED7,4737,47300%$219.9K$224.2K+$4.3K2026-10-30
Bria Capital Group, LLC
UNCHANGED7,4647,46400%$219.7K$223.9K+$4.3K2026-10-22
Moody Lynn Lieberson & Walker, LLC
UNCHANGED7,4587,45800%$219.5K$223.7K+$4.3K2026-10-14
PKS Advisory Services, LLC
UNCHANGED7,4547,45400%$219.4K$219.4K$02026-10-26
VestGen Advisors, LLC
DECREASED7,4047,534-130-2%$221.7K$222.1K+$3952026-10-27
Courier Capital LLC
NEW7,401—+7,401——$222.0K—2026-10-19
Clark Wealth Partners
UNCHANGED7,4017,40100%$217.8K$222.0K+$4.2K2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED7,3987,39800%$217.7K$221.9K+$4.2K2026-11-03
Sage Rhino Capital LLC
INCREASED7,3907,370+20+0%$216.9K$221.7K+$4.8K2026-10-28
Verde Capital Management
INCREASED7,3617,286+75+1%$214.4K$220.8K+$6.4K2026-10-28
McAlister, Sweet & Associates, Inc.
UNCHANGED7,3437,34300%$216.1K$220.3K+$4.2K2026-10-07
Noesis Capital Mangement Corp
NEW7,297—+7,297——$218.9K—2026-10-26
BLB&B Advisors, LLC
UNCHANGED7,2847,28400%$214.4K$218.5K+$4.2K2026-10-27
Allegheny Financial Group
DECREASED7,2597,324-65-1%$215.6K$217.8K+$2.2K2026-11-05
Beacon Bank & Trust
UNCHANGED7,2457,24500%$213.2K$217.4K+$4.1K2026-10-27
Principle Wealth Partners LLC
NEW7,216—+7,216——$216.5K—2026-11-02
Carmel Capital Management L.L.C.
UNCHANGED7,2007,20000%$211.9K$216.0K+$4.1K2026-10-30
Xena Financial Planning, LLC
NEW7,183—+7,183——$215.5K—2026-10-13
Canandaigua National Trust Co of Florida
NEW7,165—+7,165——$215.0K—2026-10-07
Braun-Bostich & Associates Inc.
DECREASED7,1237,427-304-4%$218.6K$213.7K-$4.9K2026-10-20
Private Wealth Partners, LLC
INCREASED7,1087,102+6+0%$209.0K$213.2K+$4.2K2026-10-22
Variant Private Wealth, LLC
INCREASED7,0957,076+19+0%$208.2K$212.8K+$4.6K2026-10-21
Cadinha & Co LLC
NEW7,077—+7,077——$212.3K—2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED7,0497,045+4+0%$207.3K$211.5K+$4.1K2026-11-04
Summit Global Investments
NEW7,010—+7,010——$210—2026-10-28
Clay Northam Wealth Management, LLC
UNCHANGED7,0007,00000%$206.0K$210.0K+$4.0K2026-10-13
WealthCare Investment Partners, LLC
INCREASED6,9946,975+19+0%$205.3K$209.8K+$4.5K2026-11-05
Verity & Verity, LLC
DECREASED6,9899,780-2,791-29%$287.8K$209.7K-$78.2K2026-10-23
Integrated Wealth Management
DECREASED6,9888,662-1,674-19%$254.9K$209.6K-$45.3K2026-10-19
Rochester Wealth Strategies, LLC
UNCHANGED6,9726,97200%$205.2K$209.2K+$4.0K2026-11-03
Contravisory Investment Management, Inc.
INCREASED6,9446,813+131+2%$200.5K$208.3K+$7.8K2026-10-13
Clear Wave Wealth Management LLC
UNCHANGED6,9106,91000%$203.4K$207.3K+$3.9K2026-11-04
Wealth Management Nebraska
UNCHANGED6,9066,90600%$203.2K$207.2K+$3.9K2026-10-26
Wall Capital Group, Inc.
NEW6,812—+6,812——$204.4K—2026-10-14
SYM Financial Corp
DECREASED6,7927,404-612-8%$217.9K$203.8K-$14.1K2026-10-26
Tanager Wealth Management LLP
NEW6,771—+6,771——$203.1K—2026-10-19
Bdfs Capital LLC
NEW6,771—+6,771——$203.1K—2026-10-14
Wernau Asset Management Inc.
NEW6,754—+6,754——$202.6K—2026-10-19
Verus Capital Partners, LLC
DECREASED6,7476,839-92-1%$201.3K$202.4K+$1.2K2026-11-03
Wealth Dimensions Group, Ltd.
NEW6,714—+6,714——$201.4K—2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
NEW6,700—+6,700——$201.0K—2026-10-23
Whitcomb & Hess, Inc.
NEW6,680—+6,680——$200.4K—2026-10-07
Arlington Trust Co LLC
UNCHANGED6,4896,48900%$191.0K$194.7K+$3.7K2026-10-20
Trust Co of Toledo NA
UNCHANGED6,0786,07800%$178.9K$182.3K+$3.5K2026-10-16
Trust Co
INCREASED5,8445,841+3+0%$171.9K$175.3K+$3.4K2026-10-09
Vermillion Wealth Management, Inc.
DECREASED5,45654,290-48,834-90%$1.6M$163.7K-$1.4M2026-10-26
Community Financial Services Group, LLC
UNCHANGED5,1365,13600%$150.9K$154.5K+$3.6K2026-10-15
Gables Capital Management Inc.
UNCHANGED5,0255,02500%$147.9K$150.8K+$2.9K2026-11-04
Granville Capital, Inc.
UNCHANGED4,9504,95000%$145.7K$148.5K+$2.8K2026-11-05
Olistico Wealth, LLC
UNCHANGED4,9054,90500%$144.4K$147.2K+$2.8K2026-10-05
High Note Wealth, LLC
UNCHANGED4,8774,87700%$143.5K$146.3K+$2.8K2026-10-27
Mcdonald Partners LLC
UNCHANGED4,4754,47500%$131.7K$134.3K+$2.6K2026-11-03
Balentine LLC
INCREASED4,4082,349+2,059+88%$69.1K$132.2K+$63.1K2026-11-03
Activest Wealth Management
UNCHANGED4,3534,35300%$128.1K$130.6K+$2.5K2026-10-15
First Command Advisory Services, Inc.
UNCHANGED4,3524,35200%$128.1K$130.6K+$2.5K2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED4,3284,32800%$127.4K$129.8K+$2.5K2026-10-16
Silver Grove Financial Group, Inc.
DECREASED4,2696,568-2,299-35%$193.3K$128.1K-$65.2K2026-11-05
North Star Investment Management Corp.
INCREASED4,0564,044+12+0%$119.0K$121.7K+$2.6K2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED3,9223,912+10+0%$115.1K$117.7K+$2.5K2026-10-16
Prudent Man Investment Management, Inc.
INCREASED3,6381,127+2,511+223%$30.3K$109.1K+$78.8K2026-11-03
American Capital Advisory, LLC
INCREASED3,5463,538+8+0%$104.1K$106.4K+$2.2K2026-10-28
Align Financial, LLC
INCREASED3,526849+2,677+315%$25.0K$105.8K+$80.8K2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED3,4943,49400%$102.8K$104.8K+$2.0K2026-10-19
Tompkins Financial Corp
INCREASED3,4632,936+527+18%$86.4K$103.9K+$17.5K2026-10-05
James T. Borello RIA
INCREASED3,3612,606+755+29%$76.7K$100.8K+$24.1K2026-10-16
NBT Bank, N.A.
DECREASED3,0474,157-1,110-27%$122.3K$91.4K-$30.9K2026-10-21
Portfolio Resources Advisor Group, Inc.
NEW3,033—+3,033——$91.0K—2026-10-20
Compass Wealth Management LLC
NEW3,006—+3,006——$90.2K—2026-10-22
CGC Financial Services, LLC
UNCHANGED3,0003,00000%$88.3K$90.0K+$1.7K2026-10-13
Bokf, NA
INCREASED2,8692,544+325+13%$74.9K$86.1K+$11.2K2026-10-27
SJS Investment Consulting Inc.
DECREASED2,8202,937-117-4%$86.4K$84.6K-$1.8K2026-10-26
Avion Wealth
INCREASED2,8172,727+90+3%$80.0K$84-$79.9K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED2,7812,821-40-1%$83.0K$83.4K+$4052026-11-04
Citizens National Bank Trust Department
UNCHANGED2,6882,68800%$79.1K$80.6K+$1.5K2026-11-04
Essential Partners LLC
INCREASED2,6712,670+1+0%$78.6K$80.1K+$1.6K2026-10-14
Versant Capital Management, Inc
INCREASED2,6002,593+7+0%$76.3K$78.0K+$1.7K2026-10-02
TD Waterhouse Canada Inc.
INCREASED2,5551,110+1,445+130%$32.6K$76.9K+$44.2K2026-10-16
GGM Financial LLC
INCREASED2,5242,518+6+0%$74.1K$75.7K+$1.6K2026-11-05
Harbor Investment Advisory, LLC
DECREASED2,5022,552-50-2%$75.1K$75.1K-$452026-10-13
Hoey Investments, Inc
UNCHANGED2,3902,39000%$70.3K$71.7K+$1.4K2026-10-29
RMG Wealth Management LLC
DECREASED2,3675,736-3,369-59%$181.6K$71.0K-$110.6K2026-10-26
Key FInancial Inc
UNCHANGED2,3482,34800%$69.1K$70.4K+$1.3K2026-11-02
Lynch Investment Planning, LLC
NEW2,217—+2,217——$66.5K—2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED2,1462,142+4+0%$63.0K$64.4K+$1.3K2026-10-26
Financial Perspectives, Inc
UNCHANGED2,1412,14100%$63.0K$64.2K+$1.2K2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED1,9952,154-159-7%$63.4K$59.9K-$3.5K2026-10-30
Davis Capital Management
UNCHANGED1,9091,90900%$56.2K$57.3K+$1.1K2026-10-08
Alpine Bank Wealth Management
UNCHANGED1,8921,89200%$55.7K$56.8K+$1.1K2026-10-16
Wealth Analytics Partners, LLC
NEW1,880—+1,880——$56.4K—2026-10-19
City State Bank
UNCHANGED1,8781,87800%$55.3K$56.3K+$1.1K2026-10-20
Key Capital Management, Inc
DECREASED1,8723,108-1,236-40%$91.5K$56.2K-$35.3K2026-11-03
Lodestone Wealth Management LLC
UNCHANGED1,8721,87200%$55.1K$56.2K+$1.1K2026-10-14
Triumph Capital Management
INCREASED1,7901,786+4+0%$52.6K$53.7K+$1.2K2026-10-14
PFS Partners, LLC
UNCHANGED1,7851,78500%$52.5K$53.6K+$1.0K2026-10-21
Concord Wealth Partners
UNCHANGED1,6801,68000%$49.5K$50.4K+$9572026-11-02
TFC Financial Management, Inc.
UNCHANGED1,5631,56300%$46.0K$46.9K+$8912026-10-26
Markowski Investments
UNCHANGED1,5531,55300%$45.7K$46.6K+$8852026-10-30
West Paces Advisors Inc.
INCREASED1,5311,406+125+9%$41.4K$45.9K+$4.6K2026-10-13
Mosley Wealth Management
UNCHANGED1,4931,49300%$43.9K$45.3K+$1.4K2026-10-16
SBK Financial, Inc.
UNCHANGED1,4221,42200%$41.9K$42.7K+$8102026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,3381,33800%$39.4K$40.1K+$7622026-10-28
Princeton Global Asset Management LLC
INCREASED1,3261,322+4+0%$38.9K$39.8K+$8622026-10-21
Sima Wealth Partners, LLC
INCREASED1,1621,159+3+0%$34.1K$34.9K+$7552026-10-19
Buck Wealth Strategies, LLC
INCREASED1,0581,039+19+2%$30.6K$31.7K+$1.2K2026-10-28
Archer Investment Corp
INCREASED1,0561,053+3+0%$31.0K$31.7K+$6862026-11-05
Next Level Wealth Planning, LLC
NEW1,055—+1,055——$31.7K—2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0501,05000%$30.9K$31.5K+$5982026-10-20
Team Financial Group, LLC
NEW1,004—+1,004——$30.1K—2026-10-30
Toth Financial Advisory Corp
UNCHANGED90290200%$26.5K$27.1K+$5142026-10-08
Hamilton Point Investment Advisors, LLC
UNCHANGED89489400%$26.3K$26.8K+$5102026-11-03
Trust Co of Vermont
UNCHANGED89489400%$26.3K$26.8K+$5102026-10-21
Private Wealth Management Group, LLC
UNCHANGED88688600%$26.1K$26.6K+$5052026-10-19
Signature Resources Capital Management, LLC
UNCHANGED88688600%$26.1K$26.6K+$5052026-10-16
Valued Wealth Advisors LLC
UNCHANGED85885800%$25.3K$25.7K+$4892026-11-05
POM Investment Strategies, LLC
UNCHANGED81081000%$23.8K$24.3K+$4622026-10-20
High Point Wealth Management, LLC
INCREASED791788+3+0%$23.2K$23.7K+$5142026-11-05
Chilton Capital Management LLC
NEW787—+787——$23.6K—2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED71271200%$20.9K$21.6K+$6802026-11-04
Rydar Equities, Inc.
NEW654—+654——$20.0K—2026-10-13
Mainstream Capital Management LLC
NEW630—+630——$18.9K—2026-10-23
Horrell Capital Management, Inc.
UNCHANGED60660600%$17.8K$18.2K+$3452026-10-08
Kozak & Associates, Inc.
DECREASED567580-13-2%$17.1K$17.2K+$1722026-10-29
Whipplewood Advisors, LLC
DECREASED507550-43-8%$16.2K$15.2K-$9772026-10-20
CFG Wealth Management Services, Inc.
NEW500—+500——$15.0K—2026-10-21
Westside Investment Management, Inc.
UNCHANGED48048000%$14.1K$14.4K+$2742026-11-02
Creative Capital Management Investments LLC
INCREASED46937+432+1168%$1.1K$14.1K+$13.0K2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED44144100%$13.0K$13.2K+$2512026-10-21
Maryland Capital Advisors Inc.
UNCHANGED41841800%$12.3K$12.5K+$2382026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED4151,093-678-62%$32.2K$12.5K-$19.7K2026-10-16
Montgomery Financial Services LLC
NEW403—+403——$12.1K—2026-11-03
DeDora Capital, Inc.
NEW384—+384——$11.5K—2026-10-26
Heritage Family Offices, LLP
NEW378—+378——$11.3K—2026-11-02
Nfsg Corp
NEW366—+366——$11.0K—2026-10-15
Frankly Finances, LLC
UNCHANGED36136100%$10.6K$10.8K+$2062026-10-28
Noble Wealth Management PBC
INCREASED346250+96+38%$7.4K$10.4K+$3.0K2026-10-01
Hazlett, Burt & Watson, Inc.
UNCHANGED33633600%$10$10$02026-11-04
DB Fitzpatrick & Co, Inc
INCREASED323290+33+11%$8.5K$9.7K+$1.2K2026-10-19
RHL Group, LLC
UNCHANGED29929900%$8.7K$9.0K+$3082026-11-04
Atmos Advisory, LLC
UNCHANGED29629600%$8.7K$8.9K+$1692026-10-06
Center for Financial Planning, Inc.
NEW295—+295——$8.9K—2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED28728700%$8.4K$8.6K+$1642026-10-30
Robbins Farley
UNCHANGED27727700%$8.2K$8.3K+$1572026-10-21
Polaris Financial Partners
NEW246—+246——$7—2026-10-02
MTM Investment Management, LLC
UNCHANGED24024000%$7.1K$7.2K+$1372026-10-30
Gen-Wealth Partners Inc
NEW197—+197——$5.9K—2026-11-04
Maseco LLP
DECREASED183514-331-64%$15.1K$5.5K-$9.6K2026-10-27
Latitude Advisors, LLC
NEW162—+162——$4.9K—2026-10-27
Elevated Capital Advisors, LLC
DECREASED12010,322-10,202-99%$303.8K$3.6K-$300.2K2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED11711700%$3.4K$3.5K+$672026-10-16
3 Factor Indexing, LLC
UNCHANGED909000%$2.7K$2.7K+$512026-10-15
Horizon Financial Services, LLC
UNCHANGED898900%$2.6K$2.7K+$512026-11-04
EPG Wealth Management LLC
INCREASED8180+1+1%$2.4K$2.4K+$812026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED757500%$2.2K$2.2K+$462026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED707000%$2.1K$2.1K+$402026-10-13
Wilkerson Advisory Group LLC
INCREASED6261+1+2%$1.8K$1.8K+$402026-10-20
Friedenthal Financial
INCREASED2821+7+33%$619$840+$2212026-10-27
Redwood Park Advisors LLC
UNCHANGED282800%$834$852+$182026-11-02
Prairie Wealth Advisors, Inc.
NEW0—0——$261.7K—2026-10-29
Ocean Park Asset Management, LLC
CLOSED0111,581-111,581-100%$3.3M$0-$3.3M2026-10-21
Exchange Traded Concepts, LLC
CLOSED0111,581-111,581-100%$3.3M$0-$3.3M2026-10-28
Jefferies Financial Group Inc.
CLOSED072,929-72,929-100%$2.1M$0-$2.1M2026-11-05
Ascent Group, LLC
CLOSED027,977-27,977-100%$823.3K$0-$823.3K2026-10-30
Capital Planning LLC
CLOSED016,145-16,145-100%$475.1K$0-$475.1K2026-10-09
Riggs Asset Managment Co. Inc.
CLOSED010,705-10,705-100%$315.0K$0-$315.0K2026-11-05
Guardian Wealth Advisors, LLC
CLOSED010,524-10,524-100%$309.7K$0-$309.7K2026-10-30
WBI Investments, LLC
CLOSED010,285-10,285-100%$302.7K$0-$302.7K2026-11-05
Dumont & Blake Investment Advisors LLC
CLOSED09,140-9,140-100%$269.0K$0-$269.0K2026-10-28
Cottage Street Advisors LLC
CLOSED08,938-8,938-100%$263.0K$0-$263.0K2026-10-19
Haven Private, LLC
CLOSED08,935-8,935-100%$263.0K$0-$263.0K2026-10-27
Old Mission Investment Co LLC
CLOSED08,129-8,129-100%$239.2K$0-$239.2K2026-10-22
Cypress Capital Group
CLOSED07,735-7,735-100%$227.6K$0-$227.6K2026-11-03
Meridian Investment Counsel Inc.
CLOSED07,690-7,690-100%$226.3K$0-$226.3K2026-10-14
Elevation Wealth Management LLC
CLOSED07,355-7,355-100%$216.5K$0-$216.5K2026-11-02
Gray Private Wealth, LLC
CLOSED06,941-6,941-100%$204.3K$0-$204.3K2026-10-28
International Assets Investment Management, LLC
CLOSED06,106-6,106-100%$179.5K$0-$179.5K2026-11-02
Cornerstone Planning Group LLC
CLOSED03,307-3,307-100%$97.3K$0-$97.3K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED03,068-3,068-100%$90.3K$0-$90.3K2026-10-29
Tsfg, LLC
CLOSED02,025-2,025-100%$60.0K$0-$60.0K2026-10-23
Register Financial Advisors LLC
CLOSED01,989-1,989-100%$58.5K$0-$58.5K2026-10-23
Bulwark Capital Corp
CLOSED01,306-1,306-100%$38.4K$0-$38.4K2026-10-13
True Wealth Design, LLC
CLOSED01,172-1,172-100%$34.5K$0-$34.5K2026-10-13
Tucker Asset Management LLC
CLOSED01,168-1,168-100%$34.4K$0-$34.4K2026-10-29
CrossGen Wealth, LLC
CLOSED01,110-1,110-100%$32.7K$0-$32.7K2026-10-30
Acumen Wealth Advisors, LLC
CLOSED0486-486-100%$14.3K$0-$14.3K2026-11-05
Robinswood Financial LLC
CLOSED0387-387-100%$11.4K$0-$11.4K2026-10-20
Solstein Capital, LLC
CLOSED0204-204-100%$6.0K$0-$6.0K2026-11-02
First Horizon Corp
CLOSED0150-150-100%$4.4K$0-$4.4K2026-10-26
NorthAvenue LLC
CLOSED077-77-100%$2.3K$0-$2.3K2026-10-29
Moneta Group Investment Advisors LLC
N/A—38,698,661-38,698,661-100%$1.1B———
Northwestern Mutual Wealth Management Co
N/A—37,819,350-37,819,350-100%$1.1B———
HBK Sorce Advisory LLC
N/A—35,214,246-35,214,246-100%$1.1B———
SEI Investments Co
N/A—32,299,151-32,299,151-100%$950.6M———
Betterment LLC
N/A—28,627,429-28,627,429-100%$842.5M———
Captrust Financial Advisors
N/A—20,363,006-20,363,006-100%$599.3M———
Cerity Partners LLC
N/A—18,504,081-18,504,081-100%$544.6M———
HighTower Advisors, LLC
N/A—13,950,292-13,950,292-100%$410.6M———
Koss-Olinger Consulting, LLC
N/A—12,808,366-12,808,366-100%$377.0M———
Jupiter Topco LLC
N/A—12,782,146-12,782,146-100%$376.2M———
Bank of America Corp
N/A—10,429,473-10,429,473-100%$306.9M———
Mariner, LLC
N/A—10,313,474-10,313,474-100%$303.5M———
Norinchukin Bank, The
N/A—10,180,000-10,180,000-100%$299.6M———
UBS Group AG
N/A—9,978,048-9,978,048-100%$293.7M———
Mercer Global Advisors Inc
N/A—9,672,309-9,672,309-100%$284.7M———
Morgan Stanley
N/A—8,847,214-8,847,214-100%$260.4M———
LPL Financial LLC
N/A—8,562,609-8,562,609-100%$252.0M———
JMG Financial Group, Ltd.
N/A—8,334,300-8,334,300-100%$245.3M———
Beacon Pointe Advisors, LLC
N/A—7,813,084-7,813,084-100%$229.9M———
Johnson Investment Counsel Inc
N/A—5,492,353-5,492,353-100%$161.6M———
Apriem Advisors
N/A—5,419,045-5,419,045-100%$159.5M———
Northwest Quadrant Wealth Management, LLC
N/A—5,365,862-5,365,862-100%$157.9M———
Savant Capital, LLC
N/A—5,054,516-5,054,516-100%$139.4M———
Jones Financial Companies Lllp
N/A—4,524,404-4,524,404-100%$130.4M———
AQR Capital Management LLC
N/A—4,515,858-4,515,858-100%$132.9M———
Envestnet Asset Management Inc
N/A—4,324,345-4,324,345-100%$127.3M———
BlackRock, Inc.
N/A—4,231,409-4,231,409-100%$124.5M———
Integrated Wealth Concepts LLC
N/A—3,967,273-3,967,273-100%$116.8M———
Cornerstone Advisors Asset Management, LLC
N/A—3,695,022-3,695,022-100%$108.7M———
Meridian Wealth Partners, LLC
N/A—3,567,346-3,567,346-100%$105.0M———
Osaic Holdings, Inc.
N/A—3,508,251-3,508,251-100%$103.2M———
JPMorgan Chase & Co
N/A—3,438,152-3,438,152-100%$100.4M———
Focus Partners Wealth
N/A—3,325,591-3,325,591-100%$97.9M———
EP Wealth Advisors, LLC
N/A—3,142,065-3,142,065-100%$92.5M———
Curi Capital, LLC
N/A—3,116,813-3,116,813-100%$91.7M———
Aptus Capital Advisors, LLC
N/A—2,915,059-2,915,059-100%$85.8M———
Ameriprise Financial Inc
N/A—2,883,294-2,883,294-100%$84.9M———
Guardian Wealth Advisors, LLC / NC
N/A—2,849,825-2,849,825-100%$83.9M———
Wealthspire Advisors, LLC
N/A—2,840,786-2,840,786-100%$83.6M———
Cresset Asset Management, LLC
N/A—2,810,536-2,810,536-100%$82.7M———
Baker Avenue Asset Management, LP
N/A—2,679,586-2,679,586-100%$78.9M———
Jaffetilchin Investment Partners, LLC
N/A—2,581,839-2,581,839-100%$76.0M———
NewSquare Capital LLC
N/A—2,448,108-2,448,108-100%$72.0M———
CacheTech Inc.
N/A—2,417,905-2,417,905-100%$71.2M———
Berger Financial Group, Inc
N/A—2,326,585-2,326,585-100%$68.5M———
Adams Wealth Management
N/A—2,205,832-2,205,832-100%$64.9M———
Modern Wealth Management, LLC
N/A—2,055,084-2,055,084-100%$60.5M———
Royal Bank of Canada
N/A—1,977,125-1,977,125-100%$58.2M———
Pure Financial Advisors, LLC
N/A—1,949,461-1,949,461-100%$57.4M———
Red Door Wealth Management, LLC
N/A—1,920,120-1,920,120-100%$56.5M———
Wells Fargo & Company
N/A—1,890,475-1,890,475-100%$55.6M———
Bleakley Financial Group, LLC
N/A—1,890,085-1,890,085-100%$55.6M———
IMA Advisory Services, Inc.
N/A—1,869,009-1,869,009-100%$55.0M———
United Capital Financial Advisors, LLC
N/A—1,820,534-1,820,534-100%$53.6M———
Harbour Investments, Inc.
N/A—1,819,857-1,819,857-100%$53.6M———
Quantinno Capital Management LP
N/A—1,806,061-1,806,061-100%$53.2M———
Kavar Capital Partners Group, LLC
N/A—1,766,011-1,766,011-100%$52.0M———
Cetera Investment Advisers
N/A—1,695,460-1,695,460-100%$49.9M———
World Investment Advisors
N/A—1,646,061-1,646,061-100%$42.3M———
Fortis Capital Management LLC
N/A—1,582,395-1,582,395-100%$46.6M———
Goldman Sachs Group Inc
N/A—1,581,714-1,581,714-100%$46.5M———
Ascension Capital Advisors, Inc.
N/A—1,562,090-1,562,090-100%$46.0M———
FMR LLC
N/A—1,557,230-1,557,230-100%$45.8M———
Raymond James Financial Inc
N/A—1,481,699-1,481,699-100%$43.6M———
Waverly Advisors, LLC
N/A—1,467,168-1,467,168-100%$43.2M———
Morris Financial Concepts, Inc.
N/A—1,421,890-1,421,890-100%$41.8M———
Access Financial Services, Inc.
N/A—1,407,284-1,407,284-100%$41.4M———
Sequoia Financial Advisors, LLC
N/A—1,384,788-1,384,788-100%$40.8M———
Sherwood Financial Partners, LLC
N/A—1,369,520-1,369,520-100%$40.3M———
Main Street Financial Solutions, LLC
N/A—1,332,666-1,332,666-100%$39.2M———
Bernard Wealth Management Corp.
N/A—1,323,557-1,323,557-100%$39.0M———
Belpointe Asset Management LLC
N/A—1,311,273-1,311,273-100%$38.6M———
MAI Capital Management
N/A—1,275,098-1,275,098-100%$37.5M———
Ballast Advisors LLC
N/A—1,259,742-1,259,742-100%$37.1M———
UBS Asset Management Americas LLC
N/A—1,253,083-1,253,083-100%$36.9M———
FPC Investment Advisory, Inc.
N/A—1,243,751-1,243,751-100%$36.5M———
Fortis Capital Advisors, LLC
N/A—1,243,602-1,243,602-100%$36.6M———
Stifel Financial Corp
N/A—1,218,806-1,218,806-100%$35.9M———
Anchor Investment Management, LLC
N/A—1,193,627-1,193,627-100%$35.1M———
OneDigital Investment Advisors LLC
N/A—1,137,077-1,137,077-100%$33.5M———
Ethos Financial Group, LLC
N/A—1,046,192-1,046,192-100%$30.1M———
Kelman-Lazarov, Inc.
N/A—1,022,937-1,022,937-100%$30.1M———
Athena Investment Management
N/A—979,866-979,866-100%$28.8M———
Destination Wealth Management
N/A—975,922-975,922-100%$28.7M———
Clearwater Capital Advisors, LLC
N/A—971,610-971,610-100%$28.6M———
Sage Financial Management Group, Inc.
N/A—950,604-950,604-100%$28.0M———
Summit Financial, LLC
N/A—934,822-934,822-100%$27.5M———
Allworth Financial LP
N/A—925,284-925,284-100%$27.2M———
Lutz Financial Services LLC
N/A—902,154-902,154-100%$26.6M———
Sound View Wealth Advisors Group, LLC
N/A—899,798-899,798-100%$26.5M———
Lowe Brockenbrough & Co Inc
N/A—881,010-881,010-100%$25.9M———
Alpha Zero LLC
N/A—875,489-875,489-100%$25.9M———
Ancora Advisors LLCA
N/A—842,583-842,583-100%$24.8M———
Orion Porfolio Solutions, LLC
N/A—836,969-836,969-100%$24.6M———
Canal Capital Management, LLC
N/A—825,700-825,700-100%$24.3M———
Bluespring Wealth Management, LLC
N/A—812,249-812,249-100%$23.9M———
Renaissance Technologies LLC
N/A—787,200-787,200-100%$23.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—779,637-779,637-100%$22.9M———
UP Strategic Wealth Investment Advisors LLC
N/A—778,611-778,611-100%$23.6M———
Gladstone Institutional Advisory LLC
N/A—773,669-773,669-100%$22.8M———
Tortoise Investment Management, LLC
N/A—737,656-737,656-100%$21.7M———
Coldstream Capital Management Inc
N/A—723,095-723,095-100%$21.3M———
Merit Financial Group, LLC
N/A—705,251-705,251-100%$20.8M———
MML Investors Services, LLC
N/A—675,879-675,879-100%$19.9M———
PNC Financial Services Group, Inc.
N/A—671,664-671,664-100%$19.8M———
Sanctuary Advisors, LLC
N/A—665,812-665,812-100%$19.6M———
Rockefeller Capital Management L.P.
N/A—665,051-665,051-100%$19.6M———
L2 Asset Management, LLC
N/A—659,727-659,727-100%$19.4M———
Leavell Investment Management, Inc.
N/A—655,172-655,172-100%$19.3M———
Equitable Holdings, Inc.
N/A—640,469-640,469-100%$18.8M———
Transamerica Financial Advisors, LLC
N/A—634,091-634,091-100%$18.7M———
National Bank of Canada
N/A—629,517-629,517-100%$18.5M———
GTS Financial, LLC
N/A—628,616-628,616-100%$15.4M———
Northern Trust Corp
N/A—620,591-620,591-100%$18.3M———
Truepoint, Inc.
N/A—620,573-620,573-100%$18.3M———
Trinity Legacy Partners, LLC
N/A—599,762-599,762-100%$17.8M———
Blackhawk Capital Partners, LLC
N/A—575,233-575,233-100%$16.9M———
Peapack Gladstone Financial Corp
N/A—557,918-557,918-100%$16.4M———
Savvy Advisors, Inc.
N/A—551,255-551,255-100%$16.2M———
Caprock Group, LLC
N/A—530,918-530,918-100%$15.6M———
North Star Asset Management Inc
N/A—507,326-507,326-100%$14.9M———
Hantz Financial Services, Inc.
N/A—502,776-502,776-100%$14.8M———
CVA Family Office, LLC
N/A—498,019-498,019-100%$14.7M———
Elite Life Management LLC
N/A—480,523-480,523-100%$14.6M———
Keyvantage Wealth, LLC
N/A—474,745-474,745-100%$14.0M———
American Money Management, LLC
N/A—473,160-473,160-100%$13.9M———
Global Endowment Management, LP
N/A—465,798-465,798-100%$13.7M———
IHT Wealth Management, LLC
N/A—457,932-457,932-100%$13.5M———
IEQ Capital, LLC
N/A—446,768-446,768-100%$13.1M———
Brand Asset Management Group, Inc.
N/A—435,333-435,333-100%$12.8M———
Arax Advisory Partners
N/A—427,521-427,521-100%$12.6M———
NewEdge Advisors, LLC
N/A—416,791-416,791-100%$12.3M———
SCS Capital Management LLC
N/A—413,829-413,829-100%$12.2M———
Mission Creek Capital Partners, Inc.
N/A—406,763-406,763-100%$10.3M———
NorthRock Partners, LLC
N/A—371,161-371,161-100%$10.9M———
Payne Capital LLC
N/A—368,774-368,774-100%$10.9M———
Range Advisory, LLC
N/A—342,350-342,350-100%$10.1M———
VSM Wealth Advisory, LLC
N/A—340,698-340,698-100%$10.0M———
Element Wealth, LLC
N/A—333,896-333,896-100%$9.8M———
Berkshire Asset Management LLC
N/A—332,719-332,719-100%$9.8M———
Planning Alternatives LTD
N/A—328,089-328,089-100%$9.7M———
Oakwell Private Wealth Management, LLC
N/A—326,201-326,201-100%$9.6M———
Medallion Wealth Advisors, LLC
N/A—325,905-325,905-100%$9.6M———
Meramec Financial Planners, LLC
N/A—325,625-325,625-100%$9.5M———
Circle Wealth Management, LLC
N/A—310,300-310,300-100%$9.1M———
Advisory Services Network, LLC
N/A—292,527-292,527-100%$8.6M———
VAN Strum & Towne Inc.
N/A—289,441-289,441-100%$8.5M———
Segall Bryant & Hamill, LLC
N/A—276,549-276,549-100%$8.1M———
Arbor Trust Wealth Advisors, LLC
N/A—272,838-272,838-100%$8.0M———
Flputnam Investment Management Co
N/A—266,662-266,662-100%$7.8M———
Jacobs Equity LLC
N/A—265,723-265,723-100%$7.8M———
Natixis Advisors, LLC
N/A—264,763-264,763-100%$7.8M———
Cahill Financial Advisors Inc
N/A—264,708-264,708-100%$7.8M———
Trivium Point Advisory, LLC
N/A—263,008-263,008-100%$7.7M———
Foundations Investment Advisors, LLC
N/A—262,614-262,614-100%$7.7M———
Bartlett & Co. Wealth Management LLC
N/A—260,590-260,590-100%$7.7M———
Sfmg, LLC
N/A—257,317-257,317-100%$7.6M———
Hamrick Investment Counsel, llc
N/A—255,862-255,862-100%$7.5M———
Castle Wealth Management LLC
N/A—254,678-254,678-100%$7.5M———
Blair William & Co
N/A—253,193-253,193-100%$7.5M———
Somerset Group LLC
N/A—252,945-252,945-100%$7.5M———
Klingenstein Fields & Co LP
N/A—251,282-251,282-100%$7.4M———
Madden Advisory Services, Inc.
N/A—246,436-246,436-100%$7.3M———
Fiduciary Financial Advisors
N/A—242,865-242,865-100%$7.1M———
Mutual Advisors, LLC
N/A—239,788-239,788-100%$7.1M———
Western Wealth Management, LLC
N/A—238,728-238,728-100%$7.0M———
Windsor Advisory Group, LLC
N/A—225,196-225,196-100%$6.6M———
Pathstone Holdings, LLC
N/A—224,092-224,092-100%$6.6M———
Rothschild Wealth LLC
N/A—221,536-221,536-100%$6.5M———
Gambit Capital Management, LLC
N/A—220,435-220,435-100%$6.5M———
Valmark Advisers, Inc.
N/A—216,555-216,555-100%$6.4M———
Raine Group LLC
N/A—215,168-215,168-100%$6.3M———
Commerce Bank
N/A—200,409-200,409-100%$5.9M———
Vanguard Personalized Indexing Management, LLC
N/A—196,797-196,797-100%$5.8M———
Spartan Wealth Advisory Services LLC
N/A—187,216-187,216-100%$5.5M———
Stratos Wealth Partners, Ltd.
N/A—183,906-183,906-100%$5.4M———
RWA Wealth Partners, LLC
N/A—181,529-181,529-100%$5.3M———
Muirfield Wealth Advisors LLC
N/A—176,392-176,392-100%$5.2M———
Janney Montgomery Scott LLC
N/A—174,462-174,462-100%$5.1M———
CIBC Bancorp USA Inc.
N/A—169,850-169,850-100%$5.0M———
Phil A. Younker & Associates, Ltd.
N/A—168,396-168,396-100%$5.0M———
Asset Management Group, Inc.
N/A—168,008-168,008-100%$4.9M———
Wealthspire Retirement, LLC
N/A—167,933-167,933-100%$4.9M———
Waterloo Capital, L.P.
N/A—167,217-167,217-100%$4.9M———
First Foundation Advisors
N/A—164,561-164,561-100%$4.8M———
Sand Hill Global Advisors, LLC
N/A—160,379-160,379-100%$4.7M———
Bank of Montreal
N/A—158,053-158,053-100%$4.7M———
Cornerstone Financial Management LLC
N/A—155,383-155,383-100%$4.6M———
Ausdal Financial Partners, Inc.
N/A—155,141-155,141-100%$4.6M———
WJ Financial Advisors LLC
N/A—151,593-151,593-100%$4.5M———
Global Retirement Partners, LLC
N/A—149,434-149,434-100%$4.4M———
Carr Financial Group Corp
N/A—148,407-148,407-100%$4.4M———
Fort Vancouver Investment Management, LLC
N/A—144,354-144,354-100%$4.2M———
U S Wealth Group, Llc.
N/A—143,676-143,676-100%$4.2M———
Clearstead Advisors, LLC
N/A—142,897-142,897-100%$4.2M———
Threadgill Financial, LLC
N/A—137,965-137,965-100%$4.0M———
IF Advisors, LLC
N/A—135,481-135,481-100%$4.0M———
Dakota Wealth Management
N/A—134,933-134,933-100%$4.0M———
Parkwoods Wealth Partners, LLC
N/A—134,489-134,489-100%$4.0M———
&partners
N/A—133,224-133,224-100%$3.9M———
C M Bidwell & Associates LTD
N/A—132,682-132,682-100%$3.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—125,727-125,727-100%$3.7M———
Hollencrest Capital Management
N/A—124,791-124,791-100%$3.7M———
Broadview Financial Management, LLC
N/A—123,319-123,319-100%$3.6M———
Roundview Capital LLC
N/A—122,454-122,454-100%$3.6M———
Private Advisor Group, LLC
N/A—122,409-122,409-100%$3.6M———
Whittier Trust Co of Nevada Inc
N/A—121,927-121,927-100%$3.6M———
Stillwater Private Wealth, LLC
N/A—120,934-120,934-100%$3.7K———
Capital Advisors Inc
N/A—118,873-118,873-100%$3.5M———
Game Plan Financial Advisors, LLC
N/A—117,489-117,489-100%$3.5M———
Condor Capital Management
N/A—117,132-117,132-100%$3.4M———
Mosaic Family Wealth Partners, LLC
N/A—116,484-116,484-100%$3.4M———
AlTi Global, Inc.
N/A—115,864-115,864-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—115,103-115,103-100%$3.4M———
Clear Investment Research, LLC
N/A—112,481-112,481-100%$3.3M———
AE Wealth Management LLC
N/A—112,403-112,403-100%$3.3M———
NewEdge Wealth, LLC
N/A—112,168-112,168-100%$3.3M———
Next Capital Management LLC
N/A—112,073-112,073-100%$3.3M———
Lowery Thomas, LLC
N/A—109,537-109,537-100%$3.2M———
Aspiring Ventures, LLC
N/A—108,310-108,310-100%$3.2M———
Zhang Financial LLC
N/A—107,575-107,575-100%$3.2M———
Bawa N Mallick Trust
N/A—105,900-105,900-100%$3.1M———
Front Row Advisors LLC
N/A—105,424-105,424-100%$3.2M———
Westmount Partners, LLC
N/A—105,342-105,342-100%$3.1M———
Evolution Advisers, Inc.
N/A—103,898-103,898-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—100,082-100,082-100%$2.9M———
Focus Partners Advisor Solutions, LLC
N/A—98,925-98,925-100%$2.9M———
Zacks Investment Management
N/A—98,692-98,692-100%$2.9M———
Holderness Investments Co
N/A—95,781-95,781-100%$2.8M———
BOK Financial Private Wealth, Inc.
N/A—94,854-94,854-100%$2.8M———
Brown Brothers Harriman & Co
N/A—94,520-94,520-100%$2.8M———
Phocas Financial Corp.
N/A—93,009-93,009-100%$2.7M———
Callan Family Office, LLC
N/A—93,000-93,000-100%$2.7M———
Bradley Foster & Sargent Inc
N/A—92,195-92,195-100%$2.7M———
CCG Wealth Management, LLC
N/A—89,226-89,226-100%$2.6M———
Sun Financial Inc
N/A—89,001-89,001-100%$2.7M———
Verity Wealth Advisors
N/A—87,999-87,999-100%$2.6M———
Rialto Wealth Management, LLC
N/A—86,969-86,969-100%$2.6M———
Heritage Trust Co
N/A—86,032-86,032-100%$2.5M———
American Investment Services, Inc.
N/A—85,125-85,125-100%$2.5M———
American Financial Advisors, LLC
N/A—84,350-84,350-100%$2.5M———
Orographic Financial Advisors, LLC
N/A—83,674-83,674-100%$2.6K———
Pettyjohn, Wood & White, Inc
N/A—81,836-81,836-100%$2.4M———
Plotkin Financial Advisors, LLC
N/A—81,645-81,645-100%$2.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—79,853-79,853-100%$2.4M———
Riverpoint Wealth Management Holdings, LLC
N/A—79,842-79,842-100%$2.3M———
Atlantic Union Bankshares Corp
N/A—79,442-79,442-100%$2.3M———
FAS Wealth Partners, Inc.
N/A—79,256-79,256-100%$2.3M———
EWA, LLC
N/A—77,976-77,976-100%$2.3M———
Elgethun Capital Management
N/A—77,853-77,853-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—76,825-76,825-100%$2.3M———
Wiser Advisor Group LLC
N/A—76,743-76,743-100%$2.3M———
Fidelis Capital Partners, LLC
N/A—76,690-76,690-100%$2.3M———
Bouchey Financial Group, Ltd.
N/A—76,337-76,337-100%$2.2M———
Keel Point, LLC
N/A—76,330-76,330-100%$2.2M———
Daybright Advisory Services, Inc.
N/A—75,229-75,229-100%$2.2M———
Arkadios Wealth Advisors
N/A—75,018-75,018-100%$2.2M———
Paces Ferry Wealth Advisors, LLC
N/A—74,935-74,935-100%$2.2M———
Freestone Capital Holdings, LLC
N/A—73,501-73,501-100%$2.2M———
Alesco Advisors, LLC, An ESL Co
N/A—72,071-72,071-100%$2.1M———
RED Reef Advisors LLC
N/A—70,463-70,463-100%$2.1M———
Brown Advisory Inc
N/A—70,098-70,098-100%$2.1M———
Lbmc Investment Advisors, LLC
N/A—70,093-70,093-100%$2.1M———
First Financial Bankshares Inc
N/A—69,888-69,888-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—69,869-69,869-100%$2.1M———
Per Stirling Capital Management, Llc.
N/A—69,011-69,011-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—68,111-68,111-100%$2.0M———
Avant Capital LLC
N/A—67,661-67,661-100%$2.0M———
Pinnacle Family Advisors, LLC
N/A—66,633-66,633-100%$2.0M———
Baird Financial Group, Inc.
N/A—66,466-66,466-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—66,059-66,059-100%$1.9M———
SouthState Bank Corp
N/A—64,475-64,475-100%$1.9M———
Northwest Bancshares, Inc.
N/A—64,053-64,053-100%$1.9M———
Principal Securities, Inc.
N/A—62,975-62,975-100%$1.9M———
Smartleaf Asset Management LLC
N/A—62,801-62,801-100%$1.8M———
Passive Capital Management, Llc.
N/A—62,330-62,330-100%$1.7M———
Family Manage LLC
N/A—61,121-61,121-100%$1.8M———
Composition Wealth, LLC
N/A—59,831-59,831-100%$1.8M———
Thoroughbred Financial Services, LLC
N/A—59,443-59,443-100%$1.7M———
Orcam Financial Group
N/A—58,582-58,582-100%$1.7M———
Stonebridge Financial Group, LLC
N/A—58,571-58,571-100%$1.7M———
First Manhattan Co. Llc.
N/A—57,725-57,725-100%$1.7M———
Klcm Advisors, Inc.
N/A—57,572-57,572-100%$1.7M———
Seneca House Advisors
N/A—57,494-57,494-100%$1.7M———
Westbourne Investments, Inc.
N/A—57,065-57,065-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—56,834-56,834-100%$1.7M———
Transcend Capital Advisors, LLC
N/A—55,950-55,950-100%$1.6M———
IFG Advisory, LLC
N/A—55,650-55,650-100%$1.6M———
Texas Yale Capital Corp.
N/A—54,871-54,871-100%$1.6M———
Vident Advisory, LLC
N/A—54,075-54,075-100%$1.6M———
Godfrey Financial Associates, Inc.
N/A—53,891-53,891-100%$1.6M———
Capital Analysts, LLC
N/A—53,745-53,745-100%$1.6M———
Glenmede Trust Co NA
N/A—52,733-52,733-100%$1.6M———
Two Sigma Securities, LLC
N/A—52,203-52,203-100%$1.5M———
Vanguard Advisers Inc
N/A—52,148-52,148-100%$1.5M———
Vernal Point Advisors, LLC
N/A—49,806-49,806-100%$1.5M———
Earned Wealth Advisors, LLC
N/A—49,602-49,602-100%$1.5M———
Ariadne Wealth Management, LP
N/A—49,482-49,482-100%$1.5M———
Fort Point Capital Partners LLC
N/A—48,371-48,371-100%$1.4M———
Lathrop Investment Management Co
N/A—48,069-48,069-100%$1.4M———
Russell Investments Group, Ltd.
N/A—47,490-47,490-100%$1.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—47,449-47,449-100%$1.4M———
Diversified Trust Co
N/A—47,096-47,096-100%$1.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—46,854-46,854-100%$1.4M———
Independent Advisor Alliance
N/A—46,792-46,792-100%$1.4M———
Nuveen, LLC
N/A—45,928-45,928-100%$1.4M———
Crewe Advisors LLC
N/A—45,910-45,910-100%$1.4M———
Alley Investment Management Company, LLC
N/A—45,341-45,341-100%$1.3M———
Serenus Wealth Advisors, LLC
N/A—45,166-45,166-100%$1.1M———
Empower Advisory Group, LLC
N/A—45,129-45,129-100%$1.3M———
Signet Private Wealth LLC
N/A—44,755-44,755-100%$1.3M———
HHM Wealth Advisors, LLC
N/A—44,577-44,577-100%$1.3M———
St. Nicholas Private Asset Management, Inc
N/A—43,139-43,139-100%$1.3M———
Compass Advisory Group LLC
N/A—43,084-43,084-100%$1.3M———
Everstar Asset Management, LLC
N/A—42,364-42,364-100%$1.2M———
SageView Advisory Group, LLC
N/A—42,187-42,187-100%$1.2M———
Snowden Capital Advisors LLC
N/A—42,037-42,037-100%$1.2M———
Petra Financial Advisors Inc
N/A—41,742-41,742-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—40,467-40,467-100%$1.2M———
Cozad Asset Management Inc
N/A—40,263-40,263-100%$1.2M———
Kiley Juergens Wealth Management, LLC
N/A—40,122-40,122-100%$1.2M———
Haverford Trust Co
N/A—39,960-39,960-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—39,781-39,781-100%$1.2M———
New England Asset Management Inc
N/A—39,675-39,675-100%$1.2M———
Cura Wealth Advisors, LLC
N/A—39,319-39,319-100%$1.2M———
Resurgent Financial Advisors LLC
N/A—38,725-38,725-100%$1.1M———
Curio Wealth, LLC
N/A—38,602-38,602-100%$1.1M———
Neuberger Berman Group LLC
N/A—38,593-38,593-100%$1.1M———
Alliancebernstein L.P.
N/A—37,742-37,742-100%$967.7K———
Novare Capital Management LLC
N/A—36,249-36,249-100%$1.1M———
Marietta Investment Partners LLC
N/A—35,202-35,202-100%$1.0M———
Joule Financial, LLC
N/A—35,195-35,195-100%$1.0M———
Donaldson Capital Management, LLC
N/A—35,082-35,082-100%$1.0M———
Huntington National Bank
N/A—35,019-35,019-100%$1.0M———
Dana Investment Advisors, Inc.
N/A—34,350-34,350-100%$1.0M———
Two Sigma Investments, LP
N/A—33,336-33,336-100%$981.1K———
Pinnacle Financial Partners, Inc.
N/A—32,798-32,798-100%$965.3K———
CM Wealth Advisors LLC
N/A—32,720-32,720-100%$963.0K———
Intrepid Capital Management Inc
N/A—32,672-32,672-100%$961.5K———
Regal Investment Advisors LLC
N/A—31,522-31,522-100%$927.7K———
Franklin Resources Inc
N/A—31,184-31,184-100%$917.7K———
Crux Wealth Advisors
N/A—30,716-30,716-100%$904.0K———
Francis Financial, Inc.
N/A—30,634-30,634-100%$901.6K———
Cascade Financial Partners, LLC
N/A—30,598-30,598-100%$900.5K———
Atlas Capital Advisors Inc.
N/A—30,591-30,591-100%$900.3K———
Chesapeake Wealth Management
N/A—30,395-30,395-100%$894.5K———
Disciplined Investors, L.L.C.
N/A—30,166-30,166-100%$887.8K———
Covington Investment Advisors Inc.
N/A—30,133-30,133-100%$887.0K———
Catalyst Financial Partners LLC
N/A—29,872-29,872-100%$879.1K———
Drake & Associates, LLC
N/A—29,677-29,677-100%$873.4K———
Lifeworks Advisors, LLC
N/A—29,289-29,289-100%$862.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—29,246-29,246-100%$860.7K———
Bridgewater Advisors Inc.
N/A—28,762-28,762-100%$859.4K———
TFR Capital, Llc.
N/A—28,600-28,600-100%$841.7K———
Coppell Advisory Solutions LLC
N/A—28,523-28,523-100%$449.8K———
Retirement Income Solutions, Inc
N/A—28,455-28,455-100%$729.6K———
Smith, Moore & Co.
N/A—28,060-28,060-100%$825.8K———
Beaird Harris Wealth Management, LLC
N/A—28,057-28,057-100%$825.7K———
Continuum Advisory, LLC
N/A—28,014-28,014-100%$824.5K———
BlackDiamond Wealth Management, LLC
N/A—27,752-27,752-100%$847.0K———
Bedel Financial Consulting, Inc.
N/A—27,545-27,545-100%$810.6K———
Integrity Financial Corp
N/A—27,381-27,381-100%$805.8K———
Plum Street Advisors, LLC
N/A—27,135-27,135-100%$798.6K———
Ironwood Investment Counsel, LLC
N/A—26,632-26,632-100%$783.8K———
Dravo BAY LLC
N/A—26,432-26,432-100%$777.9K———
Kirkwood Financial Services
N/A—26,183-26,183-100%$770.6K———
Harbour Investment Management LLC
N/A—26,034-26,034-100%$766.2K———
Davis Wealth Advisors, LLC
N/A—25,667-25,667-100%$755.4K———
BSW Wealth Partners
N/A—25,633-25,633-100%$754.4K———
Money Concepts Capital Corp
N/A—24,934-24,934-100%$733.8K———
Pasadena Private Wealth, LLC
N/A—24,639-24,639-100%$725.1K———
Stuart Investment Advisors, Inc.
N/A—24,558-24,558-100%$722.7K———
ATLas Financial Planning LLC
N/A—24,318-24,318-100%$715.7K———
Wealthfront Advisers LLC
N/A—23,931-23,931-100%$704.3K———
QRG Capital Management, Inc.
N/A—23,931-23,931-100%$704.3K———
Rehmann Capital Advisory Group
N/A—23,865-23,865-100%$702.3K———
Gallagher Fiduciary Advisors, LLC
N/A—23,714-23,714-100%$697.9K———
Oxford Financial Group, Ltd. LLC
N/A—23,449-23,449-100%$690.1K———
One Capital Management, LLC
N/A—23,263-23,263-100%$596.5K———
PFG Investments, LLC
N/A—23,171-23,171-100%$681.9K———
CreativeOne Wealth, LLC
N/A—23,163-23,163-100%$681.7K———
Immaculate Wealth Management LLC
N/A—22,419-22,419-100%$659.8K———
Vanguard National Trust Co
N/A—22,405-22,405-100%$659.4K———
Crestmont Private Wealth LLC
N/A—22,248-22,248-100%$654.8K———
Pioneer Trust Bank N A
N/A—22,222-22,222-100%$654.0K———
Brio Consultants, LLC
N/A—21,958-21,958-100%$646.2K———
Stembrook Asset Management, LLC
N/A—21,802-21,802-100%$641.6K———
Nicolet Bankshares Inc
N/A—21,685-21,685-100%$641.4K———
Pine Valley Investments Ltd Liability Co
N/A—21,495-21,495-100%$632.6K———
Capasso Planning Partners LLC
N/A—21,465-21,465-100%$631.7K———
Prosperity Consulting Group, LLC
N/A—21,293-21,293-100%$626.7K———
Stratos Wealth Advisors, LLC
N/A—21,136-21,136-100%$622.1K———
Lcnb Corp
N/A—21,126-21,126-100%$621.7K———
Ellevest, Inc.
N/A—20,992-20,992-100%$632.0K———
Ketron Financial
N/A—20,810-20,810-100%$612.4K———
Davis R M Inc
N/A—20,623-20,623-100%$606.9K———
Peak Asset Management, LLC
N/A—20,453-20,453-100%$601.9K———
BFC Planning, Inc.
N/A—20,281-20,281-100%$596.9K———
Evernest Financial Advisors, LLC
N/A—20,242-20,242-100%$595.7K———
Weik Capital Management
N/A—20,195-20,195-100%$594.3K———
American Trust
N/A—20,194-20,194-100%$594.3K———
Empirical Asset Management, LLC
N/A—19,992-19,992-100%$588.4K———
Wick Capital Partners, LLC
N/A—19,982-19,982-100%$588.1K———
Edgestream Partners, L.P.
N/A—19,727-19,727-100%$580.6K———
Madison Wealth Partners, Inc
N/A—19,619-19,619-100%$577.4K———
Goepper Burkhardt LLC
N/A—19,447-19,447-100%$572.3K———
Geometric Wealth Advisors
N/A—19,248-19,248-100%$566.5K———
Nwam LLC
N/A—19,035-19,035-100%$560.2K———
Burling Wealth Partners, LLC
N/A—18,911-18,911-100%$556.6K———
HRT Financial LP
N/A—18,748-18,748-100%$551.0K———
Hexagon Capital Partners LLC
N/A—18,576-18,576-100%$546.7K———
Round Rock Advisors LLC
N/A—18,571-18,571-100%$546.5K———
Rothschild Investment LLC
N/A—18,504-18,504-100%$544.6K———
Fiducient Advisors LLC
N/A—18,477-18,477-100%$543.8K———
Members Trust Co
N/A—18,430-18,430-100%$542.4K———
Kane Investment Management, Inc.
N/A—18,273-18,273-100%$537.8K———
Centaurus Financial, Inc.
N/A—18,190-18,190-100%$535.0K———
Balanced Rock Investment Advisors LLC
N/A—18,015-18,015-100%$530.2K———
Rockbridge Investment Management, LCC
N/A—17,865-17,865-100%$525.8K———
Bellevue Asset Management, LLC
N/A—17,826-17,826-100%$524.6K———
Compass Capital Corp
N/A—17,505-17,505-100%$534.3K———
Regimen Wealth, LLC
N/A—17,373-17,373-100%$511.3K———
Hilltop Wealth Advisors, LLC
N/A—17,364-17,364-100%$511.0K———
Fisher Asset Management, LLC
N/A—17,270-17,270-100%$508.3K———
Colonial Trust Co / SC
N/A—16,928-16,928-100%$498.2K———
Lafayette Investments, Inc.
N/A—16,847-16,847-100%$495.8K———
Tobias Financial Advisors, Inc.
N/A—16,844-16,844-100%$495.7K———
First Trust Advisors LP
N/A—16,756-16,756-100%$493.1K———
Advisors Capital Management, LLC
N/A—16,673-16,673-100%$490.7K———
Capital & Planning, LLC
N/A—16,515-16,515-100%$486.0K———
Capstone Financial Advisors, Inc.
N/A—16,487-16,487-100%$485.2K———
Mainstay Capital Management LLC
N/A—16,411-16,411-100%$483.0K———
Emissary Wealth LLC
N/A—16,082-16,082-100%$473.3K———
Signal Tree Financial Partners LLC
N/A—15,999-15,999-100%$470.9K———
Seaside Wealth Management, Inc.
N/A—15,852-15,852-100%$466.5K———
Spreng Capital Management, Inc.
N/A—15,784-15,784-100%$464.5K———
Aspire Growth Partners LLC
N/A—15,744-15,744-100%$463.3K———
Traub Capital Management LLC
N/A—15,651-15,651-100%$460.6K———
Riverview Capital Advisers, LLC
N/A—15,415-15,415-100%$453.7K———
Aspen Capital Management, LLC
N/A—15,379-15,379-100%$452.6K———
Vestmark Advisory Solutions, Inc.
N/A—15,372-15,372-100%$452.4K———
Kickstand Ventures, Llc.
N/A—15,159-15,159-100%$446.1K———
Wealthquest Corp
N/A—14,943-14,943-100%$439.8K———
Sonoma Private Wealth LLC
N/A—14,892-14,892-100%$438.3K———
GeoWealth Management, LLC
N/A—14,771-14,771-100%$434.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—14,717-14,717-100%$433.1K———
Cadence Wealth Management LLC
N/A—14,646-14,646-100%$431.0K———
Bogart Wealth, LLC
N/A—14,493-14,493-100%$426.5K———
Qube Research & Technologies Ltd
N/A—14,491-14,491-100%$426.5K———
Westshore Wealth, LLC
N/A—14,030-14,030-100%$412.9K———
Waddell & Associates, LLC
N/A—13,665-13,665-100%$402.2K———
Insigneo Advisory Services, LLC
N/A—13,609-13,609-100%$400.5K———
Advisory Alpha, LLC
N/A—13,578-13,578-100%$399.7K———
Modus Advisors, LLC
N/A—13,526-13,526-100%$398.1K———
Mayport, LLC
N/A—13,506-13,506-100%$397.5K———
Peterson Wealth Management
N/A—13,472-13,472-100%$396.5K———
Delos Wealth Advisors, LLC
N/A—13,422-13,422-100%$395.0K———
Elm Partners Management LLC
N/A—13,360-13,360-100%$393.2K———
Granite Bay Wealth Management, LLC
N/A—13,323-13,323-100%$392.0K———
Panoramic Investment Advisors, LLC
N/A—13,243-13,243-100%$389.8K———
Clarity Financial LLC
N/A—12,945-12,945-100%$381.0K———
Peregrine Asset Advisers, Inc.
N/A—12,729-12,729-100%$374.6K———
M&T Bank Corp
N/A—12,700-12,700-100%$373.8K———
Clearstead Trust, LLC
N/A—12,678-12,678-100%$373.1K———
ProVise Management Group, LLC
N/A—12,476-12,476-100%$367.2K———
Benjamin Edwards Inc
N/A—12,454-12,454-100%$366.5K———
Tiemann Investment Advisors, LLC
N/A—12,360-12,360-100%$363.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,295-12,295-100%$361.8K———
Smithfield Trust Co
N/A—12,178-12,178-100%$358.0K———
Calton & Associates, Inc.
N/A—12,028-12,028-100%$354.0K———
Pgim Custom Harvest LLC
N/A—12,011-12,011-100%$353.5K———
WealthCollab, LLC
N/A—11,984-11,984-100%$352.7K———
Lansing Street Advisors
N/A—11,934-11,934-100%$351.2K———
OneAscent Financial Services LLC
N/A—11,790-11,790-100%$347.0K———
Palouse Capital Management, Inc.
N/A—11,732-11,732-100%$345.3K———
Howe & Rusling Inc
N/A—11,732-11,732-100%$345.3K———
Wealth Care LLC
N/A—11,700-11,700-100%$344.3K———
WCG Wealth Advisors LLC
N/A—11,688-11,688-100%$344.0K———
Warner Financial, Inc
N/A—11,664-11,664-100%$343.3K———
N.E.W. Advisory Services LLC
N/A—11,664-11,664-100%$343.3K———
Falcon Wealth Planning
N/A—11,585-11,585-100%$340.9K———
Delta Investment Management, LLC
N/A—11,419-11,419-100%$336.1K———
Strategic Wealth Partners, Ltd.
N/A—11,407-11,407-100%$335.7K———
Geneos Wealth Management Inc.
N/A—11,371-11,371-100%$334.7K———
Stonebridge Capital Advisors LLC
N/A—11,262-11,262-100%$331.4K———
UMB Bank, n.a.
N/A—11,070-11,070-100%$325.8K———
Bessemer Group Inc
N/A—11,063-11,063-100%$326.0K———
Webster Bank, N. A.
N/A—10,885-10,885-100%$320.3K———
Maridea Wealth Management LLC
N/A—10,826-10,826-100%$318.6K———
Syon Capital LLC
N/A—10,553-10,553-100%$310.6K———
Cary Street Partners Financial LLC
N/A—10,476-10,476-100%$308.3K———
Swisher Financial Concepts, Inc.
N/A—10,472-10,472-100%$308.2K———
Storen Legacy Partners, LLC
N/A—10,451-10,451-100%$307.6K———
Tradition Wealth Management, LLC
N/A—10,432-10,432-100%$307.0K———
Balyasny Asset Management L.P.
N/A—10,429-10,429-100%$306.9K———
Quotient Wealth Partners, LLC
N/A—10,296-10,296-100%$303.0K———
Capital Wealth Planning, LLC
N/A—10,216-10,216-100%$300.7K———
Kovack Advisors, Inc.
N/A—10,093-10,093-100%$296.8K———
Pinney & Scofield, Inc.
N/A—10,024-10,024-100%$295.0K———
Waterford Advisors, LLC
N/A—9,987-9,987-100%$316.7K———
Perspective Wealth Advisors LLC
N/A—9,986-9,986-100%$293.9K———
Berkeley Capital Partners, LLC
N/A—9,901-9,901-100%$291.4K———
Main Street Research LLC
N/A—9,835-9,835-100%$289.4K———
Cambria Investment Management, L.P.
N/A—9,809-9,809-100%$288.7K———
Empowered Funds, LLC
N/A—9,809-9,809-100%$288.7K———
Rollins Financial Advisors, LLC
N/A—9,724-9,724-100%$286.2K———
Black Swift Group, LLC
N/A—9,578-9,578-100%$281.9K———
Ellenbecker Investment Group
N/A—9,551-9,551-100%$281.1K———
Advyzon Investment Management, LLC
N/A—9,457-9,457-100%$278.3K———
Southeast Asset Advisors, LLC
N/A—9,416-9,416-100%$277.1K———
Boston Partners
N/A—9,409-9,409-100%$276.9K———
Wulff, Hansen & Co.
N/A—9,390-9,390-100%$276.3K———
M3 Advisory Group, LLC
N/A—9,388-9,388-100%$276.3K———
Johnson Financial Group, Inc.
N/A—9,318-9,318-100%$274.2K———
Stephens Inc
N/A—9,287-9,287-100%$273.3K———
Purkiss Capital Advisors LLC
N/A—9,179-9,179-100%$270.1K———
Lazard Asset Management LLC
N/A—9,000-9,000-100%$264.9K———
Presidio Capital Management, LLC
N/A—8,772-8,772-100%$258.2K———
Ducere Wealth Management LLC
N/A—8,679-8,679-100%$255.4K———
SageGuard Financial Group, LLC
N/A—8,656-8,656-100%$254.8K———
AMJ Financial Wealth Management
N/A—8,570-8,570-100%$219.7K———
Evercore Wealth Management, LLC
N/A—8,523-8,523-100%$250.8K———
Amara Financial, Llc.
N/A—8,495-8,495-100%$250.0K———
PIN OAK Investment Advisors Inc
N/A—8,457-8,457-100%$249.0K———
Prostatis Group LLC
N/A—8,444-8,444-100%$248.5K———
Brookwood Investment Group LLC
N/A—8,403-8,403-100%$247.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—8,018-8,018-100%$236.0K———
WIN Advisors, Inc
N/A—7,883-7,883-100%$232.0K———
Sky-Mountain Capital Management, Inc.
N/A—7,842-7,842-100%$230.8K———
NorthStar Asset Management LLC
N/A—7,800-7,800-100%$229.5K———
Cornerstone Capital, Inc.
N/A—7,737-7,737-100%$227.7K———
Strategic Financial Services, Inc.
N/A—7,691-7,691-100%$226.3K———
IAG Wealth Partners, LLC
N/A—7,681-7,681-100%$226.1K———
Strategic Advisory Partners, LLC
N/A—7,555-7,555-100%$222.3K———
Robinhood Asset Management, LLC
N/A—7,515-7,515-100%$221.2K———
Accent Capital Management, LLC
N/A—7,500-7,500-100%$220.7K———
Sandy Cove Advisors, LLC
N/A—7,500-7,500-100%$220.7K———
Osbon Capital Management LLC
N/A—7,478-7,478-100%$220.1K———
First American Trust, FSB
N/A—7,440-7,440-100%$219.0K———
Legacy Financial Advisors, Inc.
N/A—7,326-7,326-100%$215.6K———
Oxinas Partners, LLC
N/A—7,277-7,277-100%$214.2K———
Cannon Wealth Management Services, LLC
N/A—7,248-7,248-100%$213.3K———
Vawter Financial, Ltd.
N/A—7,225-7,225-100%$212.6K———
Choate Investment Advisors
N/A—7,207-7,207-100%$212.1K———
Alaska Wealth Advisors, LLC
N/A—7,182-7,182-100%$211.4K———
Steigerwald, Gordon & Koch Inc.
N/A—7,167-7,167-100%$210.9K———
Motco
N/A—7,157-7,157-100%$210.6K———
Financial Concepts Unlimited, Inc.
N/A—7,097-7,097-100%$208.9K———
FWL Investment Management, LLC
N/A—7,050-7,050-100%$207.5K———
Investors Portfolio Services LLC
N/A—6,996-6,996-100%$205.9K———
Laird Norton Wetherby Trust Company, LLC
N/A—6,970-6,970-100%$205.1K———
Gateway Wealth Partners, LLC
N/A—6,963-6,963-100%$204.9K———
Note Advisors, LLC
N/A—6,887-6,887-100%$202.7K———
Yukon Wealth Management, Inc.
N/A—6,878-6,878-100%$202.4K———
Rock Point Advisors, LLC
N/A—6,872-6,872-100%$202.2K———
Argent Trust Co
N/A—6,810-6,810-100%$200.4K———
JDM Financial Group LLC
N/A—6,536-6,536-100%$192.4K———
Dunhill Financial, LLC
N/A—6,513-6,513-100%$191.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,200-6,200-100%$182.5K———
Institute for Wealth Management, Llc.
N/A—6,068-6,068-100%$178.6K———
Coston, McIsaac & Partners
N/A—5,943-5,943-100%$174.0K———
Cardiff Park Advisors, LLC
N/A—5,791-5,791-100%$170.4K———
Operose Advisors LLC
N/A—5,740-5,740-100%$168.9K———
Crews Bank & Trust
N/A—5,712-5,712-100%$168.1K———
NWK Group, Inc.
N/A—5,591-5,591-100%$164.5K———
Heritage Wealth Advisors
N/A—5,139-5,139-100%$151.2K———
Tiaa Wealth Investment Management LLC
N/A—5,136-5,136-100%$150.3K———
SHP Wealth Management
N/A—5,036-5,036-100%$148.2K———
JPL Wealth Management, LLC
N/A—4,623-4,623-100%$136.1K———
Community Bank, N.A.
N/A—4,515-4,515-100%$132.9K———
GW&K Investment Management, LLC
N/A—4,498-4,498-100%$132.0K———
Burnham & Co LLC
N/A—3,889-3,889-100%$114.4K———
Mcguire Capital Advisors Inc
N/A—3,790-3,790-100%$111.5K———
Keating Financial Advisory Services, Inc.
N/A—3,615-3,615-100%$106.4K———
Rice Partnership, LLC
N/A—3,453-3,453-100%$101.6K———
HM Payson & Co
N/A—3,312-3,312-100%$97.5K———
Caitlin John, LLC
N/A—2,739-2,739-100%$80.6K———
Atlantic Private Wealth, LLC
N/A—2,577-2,577-100%$75.8K———
Financial Gravity Companies, Inc.
N/A—2,557-2,557-100%$75.3K———
Frazier Financial Advisors, LLC
N/A—2,429-2,429-100%$71.5K———
Topsail Wealth Management, LLC
N/A—2,414-2,414-100%$71.0K———
Synergy Investment Management, LLC
N/A—2,166-2,166-100%$62.4K———
Prestige Wealth Management Group LLC
N/A—2,100-2,100-100%$61.8K———
Strategic Investment Solutions, Inc.
N/A—1,958-1,958-100%$57.6K———
Roble, Belko & Company, Inc
N/A—1,953-1,953-100%$57.0K———
Glassman Wealth Services
N/A—1,884-1,884-100%$55.4K———
HighMark Wealth Management LLC
N/A—1,749-1,749-100%$51.5K———
Providence Capital Advisors, LLC
N/A—1,560-1,560-100%$45.9K———
Manning & Napier Advisors LLC
N/A—1,540-1,540-100%$45.3K———
Top Private Wealth Llc.
N/A—1,432-1,432-100%$42.1K———
Harborfront Financial Group LLC
N/A—1,318-1,318-100%$38.8K———
Basecamp Wealth Advisors LLC
N/A—1,287-1,287-100%$37.9K———
Tidemark, LLC
N/A—1,275-1,275-100%$37.5K———
Orion Capital Management LLC
N/A—1,214-1,214-100%$35.7K———
Delta Asset Management LLC
N/A—1,125-1,125-100%$33.1K———
New Republic Capital, LLC
N/A—978-978-100%$28.8K———
Federation des caisses Desjardins du Quebec
N/A—900-900-100%$26.5K———
Marshall Investment Management, LLC
N/A—888-888-100%$26.1K———
Cordant, Inc.
N/A—779-779-100%$22.9K———
Allied Private Wealth LLC
N/A—699-699-100%$20.5K———
Paladin Advisory Group, LLC
N/A—688-688-100%$20.2K———
Addison Advisors LLC
N/A—651-651-100%$19.2K———
Glen Eagle Advisors, LLC
N/A—620-620-100%$18.2K———
PlanVest Financial, Inc
N/A—603-603-100%$17.7K———
Aberdeen Wealth Management LLC
N/A—600-600-100%$17.7K———
Prosperity Bancshares Inc
N/A—582-582-100%$17.1K———
Cypress Capital Management LLC (WY)
N/A—578-578-100%$17.0K———
Caldwell Sutter Capital, Inc.
N/A—461-461-100%$13.6K———
Main Management LLC
N/A—456-456-100%$13———
Cary Street Partners Investment Advisory LLC
N/A—443-443-100%$13.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—441-441-100%$13.0K———
Mark Sheptoff Financial Planning, LLC
N/A—438-438-100%$12.9K———
Cheviot Value Management, LLC
N/A—403-403-100%$11.9K———
Kerr Financial Planning Corp
N/A—401-401-100%$11.8K———
Ameriflex Group, Inc.
N/A—393-393-100%$11.6K———
Kilter Group LLC
N/A—350-350-100%$10.3K———
Anchor Bay Capital, Inc.
N/A—323-323-100%$9.9K———
Ameritas Investment Partners, Inc.
N/A—282-282-100%$8.3K———
Oakmont Advisory Group, LLC
N/A—253-253-100%$7.4K———
Highland Investment Advisors LLC
N/A—251-251-100%$7.4K———
Ogorek Anthony Joseph
N/A—227-227-100%$6———
Greykasell Wealth Strategies, Inc.
N/A—225-225-100%$6.6K———
Leo H. Evart, Inc.
N/A—199-199-100%$5.9K———
Graney & King, LLC
N/A—161-161-100%$4.7K———
Virtus Advisers, LLC
N/A—146-146-100%$4.3K———
Founders Financial Alliance, LLC
N/A—144-144-100%$4.2K———
Seneschal Advisors, LLC
N/A—140-140-100%$4.1K———
Luken Investment Analytics, LLC
N/A—138-138-100%$4.1K———
Tower Research Capital LLC (TRC)
N/A—125-125-100%$3.7K———
Basepoint Wealth LLC
N/A—43-43-100%$1.3K———
Sittner & Nelson, LLC
N/A—24-24-100%$707———
Atomic Invest LLC
N/A—12-12-100%$351———
Private Wealth Asset Management, LLC
N/A—11-11-100%$324———
Strive Financial Group,LLC
N/A—2-2-100%$59———
Showing 1682 of 1682 institutions