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Schwab US Large-Cap Growth (SCHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fund Evaluation Group, LLC
INCREASED
Shares16,672,166 from 14,648,669
Change+2,023,497 (+14%)
Value$599.0M (+$103.4M)
Filed 2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED
Shares15,701,296 from 17,067,494
Change-1,366,198 (-8%)
Value$564.1M (-$13.4M)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares14,441,789 from 14,951,817
Change-510,028 (-3%)
Value$518.9M (+$12.9M)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares9,850,802 from 13,008,967
Change-3,158,165 (-24%)
Value$353.9M (-$86.3M)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares8,676,090 from 8,537,060
Change+139,030 (+2%)
Value$311.7M (+$22.8M)
Filed 2026-10-21
RMG Wealth Management LLC
INCREASED
Shares5,903,196 from 5,875,545
Change+27,651 (+0%)
Value$206.2M (-$3.0M)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares5,450,080 from 5,430,697
Change+19,383 (+0%)
Value$195.8M (+$12.0M)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares4,371,875 from 4,361,225
Change+10,650 (+0%)
Value$157.1M (+$9.5M)
Filed 2026-10-14
Marquette Asset Management, LLC
INCREASED
Shares4,298,748 from 4,293,366
Change+5,382 (+0%)
Value$154.5M (+$9.2M)
Filed 2026-10-09
Golden Reserve Retirement LLC
INCREASED
Shares4,269,750 from 4,249,804
Change+19,946 (+0%)
Value$153.4M (+$9.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares4,036,921 from 3,627,963
Change+408,958 (+11%)
Value$145.0M (+$22.3M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares3,777,527 from 3,491,855
Change+285,672 (+8%)
Value$135.7K (-$118.0M)
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares3,586,495 from 3,745,015
Change-158,520 (-4%)
Value$131.2M (+$4.5M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares3,357,061 from 3,403,303
Change-46,242 (-1%)
Value$120.6M (+$5.5M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares3,356,273 from 3,211,989
Change+144,284 (+4%)
Value$120.6K (-$108.6M)
Filed 2026-11-05
Gemmer Asset Management LLC
INCREASED
Shares3,288,196 from 3,100,787
Change+187,409 (+6%)
Value$118.1M (+$13.2M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,156,769 from 2,979,322
Change+177,447 (+6%)
Value$113.4K (-$100.7M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares3,131,604 from 3,250,027
Change-118,423 (-4%)
Value$112.5M (+$2.5M)
Filed 2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares3,131,479 from 3,124,543
Change+6,936 (+0%)
Value$112.5M (+$6.8M)
Filed 2026-10-26
Legacy Financial Strategies, LLC
INCREASED
Shares3,010,389 from 2,937,132
Change+73,257 (+2%)
Value$108.2M (+$8.8M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares2,845,248 from 665,083
Change+2,180,165 (+328%)
Value$102.2M (+$79.7M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares2,833,794 from 2,689,962
Change+143,832 (+5%)
Value$101.8M (+$10.8M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares2,584,323 from 2,587,733
Change-3,410 (0%)
Value$92.9M (+$5.3M)
Filed 2026-10-21
Angeles Wealth Management, LLC
INCREASED
Shares2,533,255 from 2,425,844
Change+107,411 (+4%)
Value$91.0M (+$8.9M)
Filed 2026-10-26
Charles Schwab Trust Co
INCREASED
Shares2,341,803 from 2,310,654
Change+31,149 (+1%)
Value$84.1M (+$5.9M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
INCREASED
Shares2,260,983 from 2,056,897
Change+204,086 (+10%)
Value$81.2M (+$11.6M)
Filed 2026-10-28
Koshinski Asset Management, Inc.
INCREASED
Shares2,252,212 from 2,196,663
Change+55,549 (+3%)
Value$80.9M (+$6.6M)
Filed 2026-10-29
HRC Wealth Management, LLC
DECREASED
Shares2,222,749 from 2,238,645
Change-15,896 (-1%)
Value$79.9M (+$4.1M)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares2,139,907 from 2,094,006
Change+45,901 (+2%)
Value$76.9M (+$6.0M)
Filed 2026-11-05
Nadler Financial Group, Inc.
INCREASED
Shares2,063,463 from 2,021,747
Change+41,716 (+2%)
Value$74.1M (+$5.7M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,992,691 from 1,892,340
Change+100,351 (+5%)
Value$72.6M (+$7.0M)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,971,802 from 2,128,665
Change-156,863 (-7%)
Value$70.8M (-$1.2M)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares1,877,545 from 1,780,462
Change+97,083 (+5%)
Value$67.5M (+$7.2M)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares1,870,102 from 1,761,252
Change+108,850 (+6%)
Value$67.2M (+$7.6M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares1,822,351 from 1,723,874
Change+98,477 (+6%)
Value$65.5M (+$7.1M)
Filed 2026-10-23
Northern Capital Management, Inc.
DECREASED
Shares1,761,732 from 1,779,876
Change-18,144 (-1%)
Value$63.3M (+$3.1M)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares1,750,907 from 1,817,577
Change-66,670 (-4%)
Value$62.9M (+$1.4M)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares1,719,873 from 1,683,381
Change+36,492 (+2%)
Value$61.8M (+$4.8M)
Filed 2026-10-29
Affinity Wealth LLC
INCREASED
Shares1,705,290 from 1,659,345
Change+45,945 (+3%)
Value$59.4M (+$3.2M)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,685,014 from 1,680,065
Change+4,949 (+0%)
Value$60.5M (+$3.7M)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares1,620,809 from 1,615,100
Change+5,709 (+0%)
Value$58.2M (+$3.6M)
Filed 2026-10-01
Southern Michigan Bank & Trust
INCREASED
Shares1,588,868 from 1,553,292
Change+35,576 (+2%)
Value$57.1M (+$4.5M)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares1,585,961
Change+1,585,961
Value$53.7M
Filed 2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares1,544,054 from 1,590,638
Change-46,584 (-3%)
Value$55.5M (+$1.7M)
Filed 2026-10-16
Midwest Capital Advisors, LLC
DECREASED
Shares1,516,282 from 1,739,571
Change-223,289 (-13%)
Value$54.5M (-$4.4M)
Filed 2026-11-04
GHP Investment Advisors, Inc.
INCREASED
Shares1,469,337 from 1,468,755
Change+582 (+0%)
Value$52.8M (+$3.1M)
Filed 2026-10-15
Triton Wealth Management, Pllc
DECREASED
Shares1,459,432 from 1,465,478
Change-6,046 (0%)
Value$50.1M (-$105.1K)
Filed 2026-11-04
Summit Asset Management, LLC
DECREASED
Shares1,428,413 from 1,431,690
Change-3,277 (0%)
Value$51.3M (+$2.9M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,425,309 from 887,030
Change+538,279 (+61%)
Value$51.2M (+$21.2M)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares1,421,464 from 1,402,726
Change+18,738 (+1%)
Value$51.1M (+$3.6M)
Filed 2026-11-04
Veery Capital, LLC
INCREASED
Shares1,390,802 from 1,382,183
Change+8,619 (+1%)
Value$50.0M (+$3.2M)
Filed 2026-10-07
BIP Wealth, LLC
INCREASED
Shares1,298,010 from 1,276,274
Change+21,736 (+2%)
Value$46.6M (+$3.4M)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares1,293,421 from 1,300,609
Change-7,188 (-1%)
Value$46.5M (+$2.5M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares1,271,259 from 1,137,010
Change+134,249 (+12%)
Value$45.7M (+$7.2M)
Filed 2026-10-16
Curtis Advisory Group, LLC
INCREASED
Shares1,262,363 from 1,258,702
Change+3,661 (+0%)
Value$45.4M (+$2.8M)
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares1,225,931 from 1,149,139
Change+76,792 (+7%)
Value$44.0M (+$5.2M)
Filed 2026-10-23
Mokosak Advisory Group, LLC
INCREASED
Shares1,216,672 from 1,206,066
Change+10,606 (+1%)
Value$43.7M (+$2.9M)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares1,196,014 from 1,252,805
Change-56,791 (-5%)
Value$43.0M (+$579.0K)
Filed 2026-10-28
Novem Group
DECREASED
Shares1,187,559 from 1,192,374
Change-4,815 (0%)
Value$42.7M (+$2.3M)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares1,177,465 from 1,180,275
Change-2,810 (0%)
Value$42.3M (+$2.4M)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares1,165,233 from 1,038,460
Change+126,773 (+12%)
Value$41.9M (+$6.7M)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares1,150,721 from 1,638,568
Change-487,847 (-30%)
Value$41.3M (-$11.3M)
Filed 2026-11-06
Seneca Financial Advisors LLC
INCREASED
Shares1,136,167 from 1,105,650
Change+30,517 (+3%)
Value$40.8M (+$3.4M)
Filed 2026-10-28
Friday Financial
INCREASED
Shares1,128,895 from 756,729
Change+372,166 (+49%)
Value$40.6M (+$14.7M)
Filed 2026-10-09
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares1,084,929 from 984,089
Change+100,840 (+10%)
Value$39.0M (+$5.7M)
Filed 2026-11-02
Serenity Investment Advisors
DECREASED
Shares1,083,698 from 1,097,595
Change-13,897 (-1%)
Value$38.9M (+$411.7K)
Filed 2026-10-30
Richardson Capital Management LLC
INCREASED
Shares1,083,244 from 1,044,509
Change+38,735 (+4%)
Value$38.9M (+$3.6M)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares1,071,938 from 1,000,651
Change+71,287 (+7%)
Value$38.5M (+$4.7M)
Filed 2026-11-04
CRA Financial Services, LLC
INCREASED
Shares1,046,736 from 1,042,267
Change+4,469 (+0%)
Value$37.6M (+$2.3M)
Filed 2026-10-16
Garde Capital, Inc.
DECREASED
Shares989,063 from 994,564
Change-5,501 (-1%)
Value$35.5M (+$1.9M)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares983,084 from 965,245
Change+17,839 (+2%)
Value$35.3M (+$2.6M)
Filed 2026-10-23
Visionary Horizons, LLC
INCREASED
Shares977,071 from 976,851
Change+220 (+0%)
Value$35.1M (+$2.0M)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares950,919 from 937,753
Change+13,166 (+1%)
Value$34.2M (+$2.4M)
Filed 2026-10-16
Provident Wealth Management, LLC
DECREASED
Shares924,557 from 1,277,545
Change-352,988 (-28%)
Value$33.2M (-$10.0M)
Filed 2026-10-20
Carolina Wealth Management Inc
INCREASED
Shares922,141 from 861,164
Change+60,977 (+7%)
Value$33.1M (+$4.0M)
Filed 2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares908,375 from 931,425
Change-23,050 (-2%)
Value$32.6M (+$1.1M)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares906,587 from 892,451
Change+14,136 (+2%)
Value$32.6M (+$2.4M)
Filed 2026-10-28
KRM Wealth Management L.L.C.
INCREASED
Shares897,804 from 889,375
Change+8,429 (+1%)
Value$32.3M (+$2.2M)
Filed 2026-11-02
Ignite Planners, LLC
DECREASED
Shares895,801 from 936,080
Change-40,279 (-4%)
Value$32.3M (+$580.7K)
Filed 2026-10-14
Howard Financial Services, Ltd.
INCREASED
Shares889,957 from 811,061
Change+78,896 (+10%)
Value$32.0M (+$4.5M)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares885,661 from 907,291
Change-21,630 (-2%)
Value$31.8M (+$1.1M)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares885,603 from 889,403
Change-3,800 (0%)
Value$31.8M (+$1.7M)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares877,293 from 830,359
Change+46,934 (+6%)
Value$31.5M (+$3.4M)
Filed 2026-10-22
Milestone Investment Advisors LLC
DECREASED
Shares875,792 from 1,003,833
Change-128,041 (-13%)
Value$31.5M (-$2.5M)
Filed 2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares874,152 from 862,230
Change+11,922 (+1%)
Value$31.4M (+$2.2M)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares849,348 from 833,309
Change+16,039 (+2%)
Value$30.5M (+$2.3M)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares837,172 from 865,290
Change-28,118 (-3%)
Value$30.1M (+$798.2K)
Filed 2026-10-22
Souders Financial Advisors
INCREASED
Shares830,185 from 818,488
Change+11,697 (+1%)
Value$29.8M (+$2.1M)
Filed 2026-11-03
Dagco, Inc.
INCREASED
Shares829,414 from 780,001
Change+49,413 (+6%)
Value$29.8M (+$3.4M)
Filed 2026-10-20
Capital Planning LLC
DECREASED
Shares811,581 from 828,430
Change-16,849 (-2%)
Value$29.2M (+$1.1M)
Filed 2026-10-09
SkyOak Wealth, LLC
INCREASED
Shares803,432 from 786,395
Change+17,037 (+2%)
Value$28.9M (+$2.3M)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares794,357 from 707,307
Change+87,050 (+12%)
Value$28.5M (+$4.6M)
Filed 2026-10-13
Weaver Capital Management LLC
DECREASED
Shares777,880 from 855,529
Change-77,649 (-9%)
Value$27.9M (+$3.0M)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares766,304 from 725,363
Change+40,941 (+6%)
Value$27.5M (+$3.0M)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares753,830 from 316,204
Change+437,626 (+138%)
Value$25.9M (+$15.0M)
Filed 2026-11-03
Persium Advisors, LLC
DECREASED
Shares745,686 from 791,112
Change-45,426 (-6%)
Value$26.8M (+$21.3K)
Filed 2026-10-07
Fidelis iM, LLC
INCREASED
Shares744,281 from 345,029
Change+399,252 (+116%)
Value$26.7M (+$15.1M)
Filed 2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED
Shares743,229 from 702,640
Change+40,589 (+6%)
Value$26.7M (+$2.9M)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares739,219 from 1,024,415
Change-285,196 (-28%)
Value$26.6M (-$8.1M)
Filed 2026-10-28
Denver PWM, LLC
DECREASED
Shares736,260 from 736,549
Change-289 (0%)
Value$26.5M (+$92.8K)
Filed 2026-10-22
Unique Wealth, LLC
DECREASED
Shares728,990 from 826,801
Change-97,811 (-12%)
Value$26.2M (-$1.8M)
Filed 2026-10-16
Seek First Inc.
DECREASED
Shares723,125 from 728,152
Change-5,027 (-1%)
Value$26.0M (+$1.3M)
Filed 2026-10-27
Harbor Group, Inc.
DECREASED
Shares720,447 from 725,767
Change-5,320 (-1%)
Value$25.9M (+$1.3M)
Filed 2026-10-14
FSM Wealth Advisors, LLC
INCREASED
Shares718,097 from 703,560
Change+14,537 (+2%)
Value$26.2M (+$2.3M)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares716,173 from 539,194
Change+176,979 (+33%)
Value$25.7M (+$7.5M)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED
Shares689,650 from 656,757
Change+32,893 (+5%)
Value$24.8M (+$2.6M)
Filed 2026-10-13
Allegheny Financial Group
INCREASED
Shares680,973 from 678,496
Change+2,477 (+0%)
Value$24.5M (+$1.5M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares675,209 from 643,381
Change+31,828 (+5%)
Value$24.3M (+$2.5M)
Filed 2026-10-26
Cdkv Holdings LLC
INCREASED
Shares660,277 from 659,075
Change+1,202 (+0%)
Value$23.7M (+$1.4M)
Filed 2026-10-28
Code Waechter LLC
INCREASED
Shares659,593 from 611,454
Change+48,139 (+8%)
Value$23.7M (+$3.0M)
Filed 2026-10-23
Ackerman Capital Advisors, LLC
INCREASED
Shares653,813 from 649,144
Change+4,669 (+1%)
Value$23.5M (+$1.5M)
Filed 2026-10-30
Oasis Advisors, LLC
INCREASED
Shares645,730 from 560,237
Change+85,493 (+15%)
Value$23.2M (+$4.2M)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED
Shares630,581 from 681,131
Change-50,550 (-7%)
Value$22.7M (-$392.7K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares617,596 from 601,109
Change+16,487 (+3%)
Value$22.2M (+$1.8M)
Filed 2026-10-26
Keystone Global Partners, LLC
INCREASED
Shares616,945 from 560,288
Change+56,657 (+10%)
Value$22.2M (+$3.2M)
Filed 2026-10-13
RKL Wealth Management LLC
DECREASED
Shares616,945 from 627,716
Change-10,771 (-2%)
Value$22.2M (+$924.9K)
Filed 2026-10-16
Invenio Wealth Partners LLC
DECREASED
Shares616,601 from 651,596
Change-34,995 (-5%)
Value$22.2M (+$104.5K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares606,171 from 867,299
Change-261,128 (-30%)
Value$21.8M (-$7.6M)
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares604,517 from 594,282
Change+10,235 (+2%)
Value$21.7M (+$1.6M)
Filed 2026-10-19
Team Financial Group, LLC
INCREASED
Shares600,015 from 557,480
Change+42,535 (+8%)
Value$21.6M (+$2.7M)
Filed 2026-10-30
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares590,341 from 598,435
Change-8,094 (-1%)
Value$21.2M (+$959.9K)
Filed 2026-10-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares578,342 from 649,198
Change-70,856 (-11%)
Value$20.8M (-$1.2M)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares575,971 from 574,406
Change+1,565 (+0%)
Value$20.7M (+$1.3M)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares569,723 from 498,343
Change+71,380 (+14%)
Value$20.5M (+$3.6M)
Filed 2026-10-23
James J. Burns & Company, LLC
DECREASED
Shares567,698 from 588,416
Change-20,718 (-4%)
Value$20.4M (+$485.4K)
Filed 2026-10-22
Arista Wealth Management, LLC
INCREASED
Shares558,958 from 460,164
Change+98,794 (+21%)
Value$20.1M (+$4.5M)
Filed 2026-10-29
Weinberger Asset Management, Inc
DECREASED
Shares558,370 from 560,085
Change-1,715 (0%)
Value$20.1M (+$924.1K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares555,537 from 223,127
Change+332,410 (+149%)
Value$20.0M (+$12.4M)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares553,499 from 543,703
Change+9,796 (+2%)
Value$19.9M (+$1.5M)
Filed 2026-11-05
Capital Wealth Management, LLC
INCREASED
Shares553,402 from 547,416
Change+5,986 (+1%)
Value$19.9M (+$1.4M)
Filed 2026-10-27
Smithbridge Asset Management Inc
DECREASED
Shares551,462 from 560,486
Change-9,024 (-2%)
Value$19.8M (+$847.2K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares550,042 from 552,455
Change-2,413 (0%)
Value$19.8M (+$1.1M)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares545,982 from 540,636
Change+5,346 (+1%)
Value$19.6M (+$1.3M)
Filed 2026-10-29
USAdvisors Wealth Management, LLC
DECREASED
Shares542,928 from 548,358
Change-5,430 (-1%)
Value$19.5K (-$18.5M)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
DECREASED
Shares538,293 from 620,125
Change-81,832 (-13%)
Value$19.3M (-$1.6M)
Filed 2026-10-14
B&D White Capital Company, LLC
INCREASED
Shares535,386 from 415,502
Change+119,884 (+29%)
Value$19.2M (+$5.2M)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares528,149 from 219,859
Change+308,290 (+140%)
Value$19.0M (+$11.5M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares521,355 from 493,453
Change+27,902 (+6%)
Value$18.7M (+$2.0M)
Filed 2026-10-21
Genesee Capital Advisors, LLC
DECREASED
Shares510,783 from 523,577
Change-12,794 (-2%)
Value$18.4M (+$634.6K)
Filed 2026-10-20
IFS Advisors, LLC
INCREASED
Shares510,758 from 501,330
Change+9,428 (+2%)
Value$18.4M (+$1.4M)
Filed 2026-10-14
Skyline Advisors, Inc.
DECREASED
Shares506,741 from 516,796
Change-10,055 (-2%)
Value$18.2M (+$718.9K)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares498,233 from 488,043
Change+10,190 (+2%)
Value$17.9M (+$1.4M)
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares496,675 from 432,563
Change+64,112 (+15%)
Value$17.8M (+$3.2M)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares494,559 from 509,595
Change-15,036 (-3%)
Value$17.8M (+$524.8K)
Filed 2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED
Shares491,234 from 491,767
Change-533 (0%)
Value$17.7M (+$1.0M)
Filed 2026-10-14
Sage Financial Group Inc
DECREASED
Shares491,163 from 495,236
Change-4,073 (-1%)
Value$17.6M (+$888.7K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares485,733 from 471,962
Change+13,771 (+3%)
Value$17.5M (+$1.5M)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
INCREASED
Shares485,037 from 479,132
Change+5,905 (+1%)
Value$17.4M (+$1.2M)
Filed 2026-10-13
Next Level Wealth Planning, LLC
INCREASED
Shares484,856 from 480,417
Change+4,439 (+1%)
Value$17.4M (+$1.2M)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares484,227 from 518,232
Change-34,005 (-7%)
Value$17.4M (-$138.7K)
Filed 2026-10-15
AMI Investment Management Inc
INCREASED
Shares484,060 from 419,819
Change+64,241 (+15%)
Value$17.4M (+$3.2M)
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares471,846 from 425,646
Change+46,200 (+11%)
Value$17.0M (+$2.5M)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares468,992 from 473,227
Change-4,235 (-1%)
Value$16.9M (+$836.9K)
Filed 2026-10-13
Mainsail Financial Group, LLC
INCREASED
Shares468,045 from 445,973
Change+22,072 (+5%)
Value$16.8M (+$1.7M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares467,744 from 227,100
Change+240,644 (+106%)
Value$16.8M (+$9.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares467,744 from 227,100
Change+240,644 (+106%)
Value$16.8M (+$9.2M)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares466,336 from 447,094
Change+19,242 (+4%)
Value$16.2M (+$1.3M)
Filed 2026-10-27
Peak Wealth Management LLC
INCREASED
Shares465,036 from 440,546
Change+24,490 (+6%)
Value$16.5M (+$1.6M)
Filed 2026-10-26
Kaizen Financial Strategies
DECREASED
Shares464,265 from 519,599
Change-55,334 (-11%)
Value$16.7M (-$1.0M)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED
Shares461,884 from 463,988
Change-2,104 (0%)
Value$16.6M (+$894.1K)
Filed 2026-10-14
Juno Financial Group LLC
INCREASED
Shares448,540 from 442,141
Change+6,399 (+1%)
Value$16.1M (+$1.2M)
Filed 2026-10-27
Schaeffer Financial LLC
INCREASED
Shares445,670 from 440,212
Change+5,458 (+1%)
Value$16.0M (+$1.1M)
Filed 2026-10-23
YHB Investment Advisors, Inc.
DECREASED
Shares439,895 from 443,638
Change-3,743 (-1%)
Value$15.8M (+$792.7K)
Filed 2026-10-08
Prosperitas Financial LLC
DECREASED
Shares439,405 from 443,562
Change-4,157 (-1%)
Value$15.8M (+$777.7K)
Filed 2026-10-28
Gill Capital Partners, LLC
INCREASED
Shares431,700 from 425,446
Change+6,254 (+1%)
Value$15.5M (+$1.1M)
Filed 2026-10-13
Martel Wealth Advisors LLC
DECREASED
Shares430,698 from 448,035
Change-17,337 (-4%)
Value$15.5M (+$313.5K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares429,578 from 403,078
Change+26,500 (+7%)
Value$15.4M (+$1.8M)
Filed 2026-10-15
FAI Advisors, Inc.
INCREASED
Shares425,463 from 421,049
Change+4,414 (+1%)
Value$15.3M (+$1.0M)
Filed 2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares424,508 from 418,771
Change+5,737 (+1%)
Value$15.3M (+$1.1M)
Filed 2026-10-22
Revolve Wealth Partners, LLC
INCREASED
Shares422,201 from 421,950
Change+251 (+0%)
Value$15.2M (+$890.9K)
Filed 2026-10-23
Powers Advisory Group, LLC
INCREASED
Shares411,445 from 407,333
Change+4,112 (+1%)
Value$14.8M (+$999.1K)
Filed 2026-10-14
Certior Financial Group, LLC
INCREASED
Shares407,825 from 400,233
Change+7,592 (+2%)
Value$14.7M (+$1.1M)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares390,358 from 385,935
Change+4,423 (+1%)
Value$14.0M (+$965.5K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares385,597 from 367,676
Change+17,921 (+5%)
Value$13.9M (+$1.4M)
Filed 2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares384,995 from 579,315
Change-194,320 (-34%)
Value$13.8M (-$5.8M)
Filed 2026-10-09
Heritage Wealth Management, Inc.
DECREASED
Shares383,974 from 389,301
Change-5,327 (-1%)
Value$13.8M (+$622.2K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares382,800 from 365,708
Change+17,092 (+5%)
Value$13.8M (+$1.4M)
Filed 2026-10-29
TriaGen Wealth Management LLC
INCREASED
Shares378,600 from 377,702
Change+898 (+0%)
Value$13.6M (+$821.7K)
Filed 2026-10-14
Ring Mountain Capital, LLC
DECREASED
Shares373,539 from 374,902
Change-1,363 (0%)
Value$13.4M (+$734.6K)
Filed 2026-10-13
Womack Financial LLC
INCREASED
Shares373,197 from 362,029
Change+11,168 (+3%)
Value$13.4M (+$1.2M)
Filed 2026-10-14
Portus Wealth Advisors, LLC
INCREASED
Shares372,471 from 372,412
Change+59 (+0%)
Value$13.4M (+$780.5K)
Filed 2026-10-13
Elevation Capital Advisory, LLC
INCREASED
Shares369,896 from 205,596
Change+164,300 (+80%)
Value$13.3M (+$6.3M)
Filed 2026-10-29
Schwallier Wealth Management LLC
DECREASED
Shares363,900 from 365,484
Change-1,584 (0%)
Value$13.1M (+$706.9K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares361,449 from 341,337
Change+20,112 (+6%)
Value$13.0M (+$1.4M)
Filed 2026-11-03
Clear Point Advisors Inc.
DECREASED
Shares358,823 from 362,906
Change-4,083 (-1%)
Value$12.9M (+$611.8K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares355,299 from 349,899
Change+5,400 (+2%)
Value$12.8M (+$925.3K)
Filed 2026-10-19
William Mack & Associates, Inc.
DECREASED
Shares354,351 from 379,763
Change-25,412 (-7%)
Value$12.7M (-$119.3K)
Filed 2026-10-27
McCarthy Asset Management, Inc.
DECREASED
Shares353,977 from 361,545
Change-7,568 (-2%)
Value$12.7M (+$483.7K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
INCREASED
Shares352,698 from 349,514
Change+3,184 (+1%)
Value$12.7M (+$844.9K)
Filed 2026-11-03
Leeward Financial Partners, LLC
DECREASED
Shares347,540 from 411,525
Change-63,985 (-16%)
Value$12.5M (-$1.4M)
Filed 2026-10-23
MBA Advisors LLC
INCREASED
Shares347,050 from 341,586
Change+5,464 (+2%)
Value$12.5M (+$910.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares346,592 from 317,576
Change+29,016 (+9%)
Value$12.5M (+$1.7M)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares337,943 from 344,737
Change-6,794 (-2%)
Value$12.1M (+$476.4K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
INCREASED
Shares335,471 from 333,458
Change+2,013 (+1%)
Value$12.1M (+$769.2K)
Filed 2026-10-23
FinDec Wealth Services, Inc.
INCREASED
Shares334,987 from 334,533
Change+454 (+0%)
Value$12.0M (+$715.5K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares333,823 from 333,578
Change+245 (+0%)
Value$11.5M (+$675.7K)
Filed 2026-10-08
Johnson Financial Group, LLC
INCREASED
Shares333,739 from 194,287
Change+139,452 (+72%)
Value$12.0M (+$5.4M)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares331,655 from 326,945
Change+4,710 (+1%)
Value$11.9M (+$852.5K)
Filed 2026-10-19
Snider Financial Group
INCREASED
Shares326,894 from 225,974
Change+100,920 (+45%)
Value$11.7M (+$4.1M)
Filed 2026-10-16
GPM Growth Investors, Inc.
DECREASED
Shares324,872 from 335,299
Change-10,427 (-3%)
Value$11.7M (+$326.1K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares323,081 from 343,794
Change-20,713 (-6%)
Value$11.6M (-$25.7K)
Filed 2026-10-13
Capital Squared Financial LLC
INCREASED
Shares322,908 from 317,534
Change+5,374 (+2%)
Value$11.6M (+$856.7K)
Filed 2026-10-30
Apex Wealth Management, LLC
INCREASED
Shares321,356 from 319,285
Change+2,071 (+1%)
Value$11.5M (+$741.7K)
Filed 2026-10-20
Councilor Wealth, LLC
DECREASED
Shares321,048 from 332,973
Change-11,925 (-4%)
Value$11.5M (+$267.5K)
Filed 2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED
Shares318,440 from 314,910
Change+3,530 (+1%)
Value$11.4M (+$785.0K)
Filed 2026-10-16
Fairway Financial, LLC
DECREASED
Shares317,753 from 344,149
Change-26,396 (-8%)
Value$11.4M (-$229.2K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares316,438 from 325,679
Change-9,241 (-3%)
Value$11.4M (+$348.6K)
Filed 2026-10-19
Warner Financial, Inc
INCREASED
Shares312,517 from 306,809
Change+5,708 (+2%)
Value$11.2M (+$846.3K)
Filed 2026-11-06
MFG Investments, LLC
NEW
Shares305,352
Change+305,352
Value$11.0M
Filed 2026-10-30
Royal Fund Management, LLC
DECREASED
Shares302,771 from 304,689
Change-1,918 (-1%)
Value$10.9M (+$567.9K)
Filed 2026-10-22
Valen Private Capital, LLC
NEW
Shares301,414
Change+301,414
Value$10.8M
Filed 2026-10-23
Wilkins Miller Wealth Management, LLC
INCREASED
Shares298,497 from 298,319
Change+178 (+0%)
Value$10.7M (+$629.9K)
Filed 2026-10-13
New Hampshire Trust
INCREASED
Shares296,258 from 291,375
Change+4,883 (+2%)
Value$10.6M (+$784.4K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares295,788 from 302,843
Change-7,055 (-2%)
Value$10.6M (+$379.4K)
Filed 2026-10-27
Villere ST Denis J & Co LLC
INCREASED
Shares295,231 from 246,998
Change+48,233 (+20%)
Value$10.6M (+$2.2M)
Filed 2026-11-04
Everest Financial Group LLC
DECREASED
Shares292,455 from 325,161
Change-32,706 (-10%)
Value$10.5M (-$495.6K)
Filed 2026-11-06
Mayfair Advisory Group, LLC
INCREASED
Shares283,195 from 251,126
Change+32,069 (+13%)
Value$10.2M (+$1.8M)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares283,116 from 288,173
Change-5,057 (-2%)
Value$10.4M (+$451.1K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED
Shares281,958 from 284,768
Change-2,810 (-1%)
Value$10.1M (+$494.2K)
Filed 2026-10-06
Fingerlakes Wealth Management, Inc.
INCREASED
Shares281,504 from 262,572
Change+18,932 (+7%)
Value$10.1M (+$1.2M)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares278,072 from 271,430
Change+6,642 (+2%)
Value$10.0M (+$806.0K)
Filed 2026-10-08
Fermata Advisors, LLC
INCREASED
Shares276,672 from 182,814
Change+93,858 (+51%)
Value$9.9M (+$3.8M)
Filed 2026-10-13
Noble Family Wealth, LLC
DECREASED
Shares274,542 from 278,570
Change-4,028 (-1%)
Value$9.9M (+$437.5K)
Filed 2026-10-26
GW Henssler & Associates LTD
INCREASED
Shares273,541 from 257,694
Change+15,847 (+6%)
Value$9.8M (+$1.1M)
Filed 2026-10-26
Courage Miller Partners, LLC
DECREASED
Shares273,034 from 276,144
Change-3,110 (-1%)
Value$9.8M (+$465.4K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares272,730 from 305,854
Change-33,124 (-11%)
Value$9.8M (-$550.9K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
DECREASED
Shares268,168 from 283,967
Change-15,799 (-6%)
Value$9.6M (+$25.8K)
Filed 2026-10-28
Cpwa, LLC
INCREASED
Shares265,867 from 262,462
Change+3,405 (+1%)
Value$9.7M (+$846.3K)
Filed 2026-11-04
RCW Management, LLC
DECREASED
Shares265,115 from 267,804
Change-2,689 (-1%)
Value$9.5M (+$463.1K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares261,646 from 209,648
Change+51,998 (+25%)
Value$9.4M (+$2.3M)
Filed 2026-11-03
S&A Financial Services, Inc.
INCREASED
Shares261,228 from 260,171
Change+1,057 (+0%)
Value$9.4M (+$581.8K)
Filed 2026-11-03
Prota Financial, LLC
DECREASED
Shares259,759 from 266,635
Change-6,876 (-3%)
Value$9.4M (+$256.4K)
Filed 2026-10-08
Tenzing Financial LLC
INCREASED
Shares257,417 from 247,459
Change+9,958 (+4%)
Value$9.2M (+$614.1K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares251,827 from 253,975
Change-2,148 (-1%)
Value$9.0M (+$453.6K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares250,997 from 252,801
Change-1,804 (-1%)
Value$9.0M (+$463.5K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares249,643 from 250,596
Change-953 (0%)
Value$9.0M (+$489.5K)
Filed 2026-11-04
Grey Ledge Advisors, LLC
INCREASED
Shares248,210 from 235,071
Change+13,139 (+6%)
Value$8.9M (+$963.1K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares247,565 from 282,747
Change-35,182 (-12%)
Value$8.9M (-$673.2K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
INCREASED
Shares246,301 from 238,852
Change+7,449 (+3%)
Value$8.8M (+$766.8K)
Filed 2026-10-20
Bishop & Co Investment Management, LLC
DECREASED
Shares245,400 from 248,193
Change-2,793 (-1%)
Value$8.8M (+$418.4K)
Filed 2026-11-05
Nestegg Advisors, Inc.
INCREASED
Shares243,388 from 232,176
Change+11,212 (+5%)
Value$8.7M (+$888.1K)
Filed 2026-10-21
Cambridge Advisors Inc.
DECREASED
Shares241,903 from 242,353
Change-450 (0%)
Value$8.7M (+$490.3K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares240,704
Change+240,704
Value$8.6M
Filed 2026-10-21
Valpey Financial Services, LLC
DECREASED
Shares237,652 from 239,215
Change-1,563 (-1%)
Value$8.5M (+$443.8K)
Filed 2026-10-30
Selby Wealth Management, LLC
INCREASED
Shares236,767 from 231,597
Change+5,170 (+2%)
Value$8.5M (+$669.8K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares236,300 from 237,535
Change-1,235 (-1%)
Value$8.5M (+$452.1K)
Filed 2026-11-05
Orgel Wealth Management, LLC
INCREASED
Shares236,028 from 227,877
Change+8,151 (+4%)
Value$8.5M (+$769.1K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares235,659 from 226,006
Change+9,653 (+4%)
Value$8.5M (+$819.2K)
Filed 2026-11-02
Rossby Financial, LCC
DECREASED
Shares234,089 from 332,494
Change-98,405 (-30%)
Value$8.4M (-$2.8M)
Filed 2026-11-05
Liberty Capital Management, Inc.
DECREASED
Shares233,304 from 235,164
Change-1,860 (-1%)
Value$8.4M (+$424.7K)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares224,785 from 223,933
Change+852 (+0%)
Value$8.1M (+$498.6K)
Filed 2026-10-26
Anchor Capital Advisors LLC
INCREASED
Shares223,696 from 206,771
Change+16,925 (+8%)
Value$8.0M (+$1.0M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares222,112 from 230,937
Change-8,825 (-4%)
Value$8.0M (+$165.6K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED
Shares220,338 from 220,706
Change-368 (0%)
Value$7.9M (+$448.0K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares219,742 from 221,890
Change-2,148 (-1%)
Value$7.9M (+$386.6K)
Filed 2026-11-06
Madden Securities Corp
DECREASED
Shares218,815 from 227,235
Change-8,420 (-4%)
Value$7.9M (+$172.4K)
Filed 2026-10-27
D.B. Root & Company, LLC
DECREASED
Shares218,153 from 223,985
Change-5,832 (-3%)
Value$7.8M (+$258.6K)
Filed 2026-11-04
Keudell ison Wealth Management
INCREASED
Shares217,135 from 196,784
Change+20,351 (+10%)
Value$7.8M (+$1.1M)
Filed 2026-10-16
Gleason Group, Inc.
DECREASED
Shares214,841 from 221,752
Change-6,911 (-3%)
Value$7.7M (+$215.1K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
INCREASED
Shares210,122 from 147,121
Change+63,001 (+43%)
Value$7.5M (+$2.6M)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares210,120
Change+210,120
Value$7.5M
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares208,608 from 146,694
Change+61,914 (+42%)
Value$7.5M (+$2.6M)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares206,732 from 97,061
Change+109,671 (+113%)
Value$7.4M (+$4.0M)
Filed 2026-10-21
Plus Group Wealth Advisors LLC
INCREASED
Shares206,287 from 179,550
Change+26,737 (+15%)
Value$7.4M (+$1.3M)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares205,057 from 197,794
Change+7,263 (+4%)
Value$7.4M (+$674.4K)
Filed 2026-10-21
Guardian Financial Partners, LLC
DECREASED
Shares201,444 from 202,016
Change-572 (0%)
Value$7.2M (+$401.6K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares201,003 from 199,782
Change+1,221 (+1%)
Value$7.2M (+$461.4K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
DECREASED
Shares199,533 from 202,784
Change-3,251 (-2%)
Value$7.2M (+$307.0K)
Filed 2026-11-03
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares197,461 from 181,120
Change+16,341 (+9%)
Value$7.1M (+$965.7K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares197,023 from 231,585
Change-34,562 (-15%)
Value$7.1M (-$757.8K)
Filed 2026-10-20
Cambridge Capital Management, LLC
INCREASED
Shares193,005 from 191,614
Change+1,391 (+1%)
Value$6.9M (+$450.5K)
Filed 2026-10-19
Silverlake Wealth Management LLC
INCREASED
Shares192,863 from 187,661
Change+5,202 (+3%)
Value$6.9M (+$579.1K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED
Shares189,651 from 208,689
Change-19,038 (-9%)
Value$6.8M (-$247.9K)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares188,242 from 179,062
Change+9,180 (+5%)
Value$6.8M (+$704.1K)
Filed 2026-10-21
First National Bank Sioux Falls
DECREASED
Shares186,135 from 283,851
Change-97,716 (-34%)
Value$6.7M (-$2.4M)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares182,735 from 177,075
Change+5,660 (+3%)
Value$6.6M (+$573.4K)
Filed 2026-10-29
Cambridge Financial Group, LLC
UNCHANGED
Shares178,929 from 178,929
Change0 (0%)
Value$6.1M ($0)
Filed 2026-10-06
Retirement Guys Formula LLC
INCREASED
Shares174,074 from 133,514
Change+40,560 (+30%)
Value$6.3M (+$1.7M)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares173,321 from 160,221
Change+13,100 (+8%)
Value$6.2M (+$805.6K)
Filed 2026-10-07
Burns Matteson Capital Management, LLC
INCREASED
Shares171,986 from 170,936
Change+1,050 (+1%)
Value$6.2M (+$395.0K)
Filed 2026-10-16
Steele Capital Management, Inc.
DECREASED
Shares171,950 from 175,472
Change-3,522 (-2%)
Value$6.2M (+$240.2K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
INCREASED
Shares170,788 from 170,469
Change+319 (+0%)
Value$6.1M (+$367.6K)
Filed 2026-10-23
Long Island Wealth Management, Inc.
INCREASED
Shares170,608 from 170,594
Change+14 (+0%)
Value$6.1M (+$357.0K)
Filed 2026-10-20
Uniting Wealth Partners, LLC
INCREASED
Shares169,292 from 168,879
Change+413 (+0%)
Value$6.1M (+$367.8K)
Filed 2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares168,987 from 162,769
Change+6,218 (+4%)
Value$6.1M (+$563.6K)
Filed 2026-10-09
Hengehold Capital Management LLC
INCREASED
Shares167,992 from 166,910
Change+1,082 (+1%)
Value$6.0M (+$387.7K)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares167,566 from 153,019
Change+14,547 (+10%)
Value$6.0M (+$842.5K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares166,666 from 171,769
Change-5,103 (-3%)
Value$6.0M (+$175.7K)
Filed 2026-10-30
Eagle Capital Management, LLC
INCREASED
Shares163,138 from 158,776
Change+4,362 (+3%)
Value$5.9K (+$489)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares161,702 from 150,122
Change+11,580 (+8%)
Value$5.8M (+$729.9K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares161,574 from 161,452
Change+122 (+0%)
Value$5.8M (+$341.8K)
Filed 2026-10-22
Bigelow Investment Advisors, LLC
INCREASED
Shares161,560 from 161,426
Change+134 (+0%)
Value$5.8M (+$342.2K)
Filed 2026-10-13
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares161,339 from 161,339
Change0 (0%)
Value$5.8M (+$337.2K)
Filed 2026-10-23
Brown Wealth Management, LLC
INCREASED
Shares161,187 from 158,482
Change+2,705 (+2%)
Value$5.8M (+$428.4K)
Filed 2026-10-20
Oppenheimer Asset Management Inc.
INCREASED
Shares159,917 from 144,279
Change+15,638 (+11%)
Value$5.7M (+$863.4K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
INCREASED
Shares158,141 from 137,636
Change+20,505 (+15%)
Value$5.7M (+$1.0M)
Filed 2026-10-23
Milestone Asset Management Group, LLC
INCREASED
Shares155,329 from 154,873
Change+456 (+0%)
Value$5.6M (+$340.1K)
Filed 2026-10-20
KPP Advisory Services LLC
INCREASED
Shares153,785 from 153,145
Change+640 (+0%)
Value$5.5M (+$343.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares153,139 from 153,167
Change-28 (0%)
Value$5.5M (+$319.1K)
Filed 2026-10-22
Boyd Wealth Management, LLC
DECREASED
Shares152,492 from 153,363
Change-871 (-1%)
Value$5.5M (+$289.2K)
Filed 2026-10-20
HCR Wealth Advisors
DECREASED
Shares152,240 from 152,848
Change-608 (0%)
Value$5.5M (+$297.6K)
Filed 2026-10-15
Winthrop Capital Management, LLC
INCREASED
Shares150,971 from 150,856
Change+115 (+0%)
Value$5.4M (+$319.4K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares150,865 from 149,572
Change+1,293 (+1%)
Value$5.4M (+$359.0K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares149,487 from 151,846
Change-2,359 (-2%)
Value$5.4M (+$232.6K)
Filed 2026-10-09
Arcadia Investment Advisors LLC
DECREASED
Shares148,472 from 150,647
Change-2,175 (-1%)
Value$5.3M (+$236.7K)
Filed 2026-10-13
Asset Dedication, LLC
DECREASED
Shares148,422 from 152,290
Change-3,868 (-3%)
Value$5.3M (+$179.3K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares146,875 from 126,302
Change+20,573 (+16%)
Value$5.3M (+$1.0M)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares146,227 from 145,138
Change+1,089 (+1%)
Value$5.3M (+$342.5K)
Filed 2026-10-27
Heirloom Wealth Management
INCREASED
Shares145,201 from 137,969
Change+7,232 (+5%)
Value$5.2M (+$548.2K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED
Shares144,335 from 141,784
Change+2,551 (+2%)
Value$5.2M (+$388.0K)
Filed 2026-11-02
Midwest Financial Group LLC
INCREASED
Shares143,450 from 142,537
Change+913 (+1%)
Value$5.2M (+$330.7K)
Filed 2026-10-15
Barden Capital Management, Inc.
DECREASED
Shares142,174 from 143,768
Change-1,594 (-1%)
Value$5.1M (+$243.2K)
Filed 2026-10-09
Cornerstone Planning Group LLC
INCREASED
Shares141,068 from 138,794
Change+2,274 (+2%)
Value$5.2M (+$456.9K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares140,706 from 166,901
Change-26,195 (-16%)
Value$5.1M (-$592.3K)
Filed 2026-10-15
Advisory Solutions Group, LLC
DECREASED
Shares140,078 from 143,020
Change-2,942 (-2%)
Value$5.0M (+$193.2K)
Filed 2026-10-14
Diversified Enterprises, LLC
DECREASED
Shares139,786 from 144,369
Change-4,583 (-3%)
Value$5.0M (+$137.1K)
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares139,221 from 35,380
Change+103,841 (+294%)
Value$5.0M (+$3.8M)
Filed 2026-10-21
Central Trust Co
INCREASED
Shares139,179 from 138,304
Change+875 (+1%)
Value$5.0M (+$320.5K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
INCREASED
Shares139,150 from 131,508
Change+7,642 (+6%)
Value$5.0M (+$549.4K)
Filed 2026-10-14
Monetary Solutions, Ltd
DECREASED
Shares135,862 from 136,715
Change-853 (-1%)
Value$4.9M (+$255.1K)
Filed 2026-10-22
Dahring | Cusmano LLC
DECREASED
Shares135,057 from 468,147
Change-333,090 (-71%)
Value$4.9M (-$11.0M)
Filed 2026-11-03
Fagan Associates, Inc.
DECREASED
Shares133,767 from 136,856
Change-3,089 (-2%)
Value$4.8M (+$175.0K)
Filed 2026-10-13
Columbus Macro, LLC
DECREASED
Shares133,670 from 137,795
Change-4,125 (-3%)
Value$4.8M (+$139.8K)
Filed 2026-10-14
Piedmont Capital Management, LLC
INCREASED
Shares132,190 from 125,422
Change+6,768 (+5%)
Value$4.7M (+$505.3K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares131,996 from 121,666
Change+10,330 (+8%)
Value$4.7M (+$625.4K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares130,404 from 23,805
Change+106,599 (+448%)
Value$4.7M (+$3.9M)
Filed 2026-10-27
Focused Alpha, LLC
INCREASED
Shares129,280 from 123,142
Change+6,138 (+5%)
Value$4.6M (+$477.9K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares128,930 from 127,310
Change+1,620 (+1%)
Value$4.6M (+$169.4K)
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED
Shares128,225 from 121,722
Change+6,503 (+5%)
Value$4.6M (+$488.1K)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares126,858 from 129,393
Change-2,535 (-2%)
Value$4.6M (+$179.3K)
Filed 2026-11-03
King Luther Capital Management Corp
INCREASED
Shares124,761 from 121,858
Change+2,903 (+2%)
Value$4.5M (+$359.0K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares124,651 from 110,289
Change+14,362 (+13%)
Value$4.3M (+$546.0K)
Filed 2026-11-04
Arsenal Capital Advisors LLC
INCREASED
Shares123,436 from 104,079
Change+19,357 (+19%)
Value$4.4M (+$913.0K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares122,526 from 122,859
Change-333 (0%)
Value$4.4M (+$244.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares122,098
Change+122,098
Value$4.4M
Filed 2026-10-28
Guerra PAN Advisors, LLC
DECREASED
Shares122,068 from 122,979
Change-911 (-1%)
Value$4.3M (+$181.6K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares121,344 from 110,440
Change+10,904 (+10%)
Value$4.4M (+$622.6K)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares121,287 from 121,529
Change-242 (0%)
Value$4.4M (+$245.3K)
Filed 2026-10-27
Schmidt P J Investment Management Inc
DECREASED
Shares120,519 from 131,302
Change-10,783 (-8%)
Value$4.3M (-$113.0K)
Filed 2026-11-02
Spire Wealth Management
INCREASED
Shares120,151 from 109,082
Change+11,069 (+10%)
Value$4.3M (+$625.7K)
Filed 2026-10-30
Bfsg, LLC
INCREASED
Shares117,064 from 116,783
Change+281 (+0%)
Value$4.2M (+$254.2K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
INCREASED
Shares117,059 from 92,436
Change+24,623 (+27%)
Value$4.2M (+$1.1M)
Filed 2026-10-21
Joseph Group Capital Management
DECREASED
Shares116,988 from 118,696
Change-1,708 (-1%)
Value$4.2M (+$186.7K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares115,631 from 115,852
Change-221 (0%)
Value$4.2M (+$234.2K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares112,619 from 129,986
Change-17,367 (-13%)
Value$4.0M (+$259.9K)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares111,413 from 112,528
Change-1,115 (-1%)
Value$4.0M (+$195.1K)
Filed 2026-11-05
Archer Investment Management, LLC
DECREASED
Shares110,121 from 127,697
Change-17,576 (-14%)
Value$4.0M (-$364.6K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares110,007 from 106,492
Change+3,515 (+3%)
Value$4.0M (+$316.5K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
INCREASED
Shares108,875 from 99,984
Change+8,891 (+9%)
Value$3.9M (+$528.4K)
Filed 2026-10-28
Elevated Financial Group LLC
DECREASED
Shares108,752 from 120,564
Change-11,812 (-10%)
Value$3.9M (-$172.4K)
Filed 2026-10-16
FC Advisory LLC
DECREASED
Shares107,439 from 108,424
Change-985 (-1%)
Value$3.9M (+$191.2K)
Filed 2026-10-05
James Investment Research, Inc.
INCREASED
Shares107,424 from 104,870
Change+2,554 (+2%)
Value$3.9M (+$310.9K)
Filed 2026-10-22
Parkside Financial Bank & Trust
DECREASED
Shares107,397 from 108,263
Change-866 (-1%)
Value$3.9M (+$195.2K)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares106,720 from 112,463
Change-5,743 (-5%)
Value$3.8M (-$45.7K)
Filed 2026-10-20
Systelligence, LLC
INCREASED
Shares106,545 from 38,389
Change+68,156 (+178%)
Value$16.8M (+$15.5M)
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares106,320 from 106,320
Change0 (0%)
Value$3.8M (+$222.2K)
Filed 2026-10-13
Thayer Financial, L.L.C.
INCREASED
Shares106,144 from 103,209
Change+2,935 (+3%)
Value$3.8M (+$328.6K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
INCREASED
Shares106,040 from 82,953
Change+23,087 (+28%)
Value$3.8M (+$1.0M)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares105,727 from 107,024
Change-1,297 (-1%)
Value$3.8M (+$177.1K)
Filed 2026-10-28
Apella Capital, LLC
DECREASED
Shares105,093 from 113,098
Change-8,005 (-7%)
Value$3.9M (-$5.6K)
Filed 2026-10-08
CFG Wealth Management Services, Inc.
DECREASED
Shares103,992 from 134,418
Change-30,426 (-23%)
Value$3.7M (-$171.9K)
Filed 2026-10-21
Santori & Peters, Inc.
INCREASED
Shares102,652 from 94,530
Change+8,122 (+9%)
Value$3.7M (+$489.4K)
Filed 2026-10-26
Alliance Wealth Management Group
DECREASED
Shares102,064 from 102,084
Change-20 (0%)
Value$3.7M (+$212.6K)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares102,064 from 102,084
Change-20 (0%)
Value$3.7M (+$212.6K)
Filed 2026-10-23
Cypress Financial Planning LLC
DECREASED
Shares101,248 from 101,919
Change-671 (-1%)
Value$3.6M (+$188.9K)
Filed 2026-10-09
Archford Capital Strategies, LLC
DECREASED
Shares100,654 from 375,554
Change-274,900 (-73%)
Value$3.6M (-$9.1M)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares99,975 from 102,227
Change-2,252 (-2%)
Value$3.6M (+$132.7K)
Filed 2026-10-08
Livet Wealth, LLC
DECREASED
Shares97,455 from 101,590
Change-4,135 (-4%)
Value$3.5M (+$63.7K)
Filed 2026-10-27
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares96,798 from 98,029
Change-1,231 (-1%)
Value$3.5M (+$160.7K)
Filed 2026-10-15
Highland Financial Advisors, LLC
INCREASED
Shares96,648 from 96,624
Change+24 (+0%)
Value$3.5M (+$202.8K)
Filed 2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares96,504 from 94,045
Change+2,459 (+3%)
Value$3.5M (+$284.9K)
Filed 2026-11-04
Aire Advisors, LLC
DECREASED
Shares95,919 from 111,632
Change-15,713 (-14%)
Value$3.4M (-$331.3K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares93,351 from 158,447
Change-65,096 (-41%)
Value$3.4M (-$2.0M)
Filed 2026-11-04
Birchbrook, Inc.
DECREASED
Shares93,215 from 94,049
Change-834 (-1%)
Value$3.3M (+$166.6K)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares92,274 from 92,274
Change0 (0%)
Value$3.3M (+$192.9K)
Filed 2026-10-22
WealthPoint Financial, LLC
INCREASED
Shares91,869 from 88,625
Change+3,244 (+4%)
Value$3.3M (+$301.8K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares91,399 from 89,641
Change+1,758 (+2%)
Value$3.3M (+$250.5K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares91,366
Change+91,366
Value$3.3M
Filed 2026-10-16
BG Investment Services, LLC
DECREASED
Shares91,270 from 92,584
Change-1,314 (-1%)
Value$3.3M (+$146.3K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares91,029 from 98,507
Change-7,478 (-8%)
Value$3.3M (-$62.8K)
Filed 2026-10-21
Bensler, LLC
DECREASED
Shares89,768 from 92,550
Change-2,782 (-3%)
Value$3.2M (+$93.5K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares88,386 from 56,614
Change+31,772 (+56%)
Value$3.2M (+$1.3M)
Filed 2026-10-26
Michels Family Financial, LLC
INCREASED
Shares88,065 from 82,865
Change+5,200 (+6%)
Value$3.2M (+$360.0K)
Filed 2026-11-02
Avity Investment Management Inc.
UNCHANGED
Shares85,022 from 85,022
Change0 (0%)
Value$3.1M (+$177.7K)
Filed 2026-10-09
Whitener Capital Management, Inc.
INCREASED
Shares83,332 from 80,756
Change+2,576 (+3%)
Value$3.0M (+$261.3K)
Filed 2026-10-15
J. Derek Lewis & Associates Inc.
DECREASED
Shares82,860 from 98,023
Change-15,163 (-15%)
Value$3.0M (-$339.9K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares82,795 from 82,350
Change+445 (+1%)
Value$3.0M (+$188.1K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
INCREASED
Shares82,533 from 82,260
Change+273 (+0%)
Value$3.0M (+$181.7K)
Filed 2026-10-16
Hurley Capital, LLC
INCREASED
Shares82,269 from 82,197
Change+72 (+0%)
Value$3.0M (+$174.4K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares80,915 from 67,918
Change+12,997 (+19%)
Value$2.9M (+$608.9K)
Filed 2026-11-05
Scott Capital Advisors, LLC
DECREASED
Shares80,667 from 90,777
Change-10,110 (-11%)
Value$3.0M (-$97.7K)
Filed 2026-10-13
Tenret Co LLC
NEW
Shares80,468
Change+80,468
Value$2.9M
Filed 2026-11-02
Basso Capital Management, L.P.
DECREASED
Shares80,452 from 80,612
Change-160 (0%)
Value$2.9M (+$162.7K)
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares80,435 from 80,435
Change0 (0%)
Value$2.9M (+$168.1K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares80,385 from 110,865
Change-30,480 (-27%)
Value$2.9M (-$863.5K)
Filed 2026-10-22
LexAurum Advisors, LLC
DECREASED
Shares80,236 from 85,267
Change-5,031 (-6%)
Value$2.9M (-$2.6K)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED
Shares79,918 from 79,876
Change+42 (+0%)
Value$2.9M (+$168.5K)
Filed 2026-10-27
Davis Capital Management
INCREASED
Shares79,732 from 70,116
Change+9,616 (+14%)
Value$2.9M (+$492.0K)
Filed 2026-10-08
Werba Rubin Papier Wealth Management
DECREASED
Shares79,438 from 83,102
Change-3,664 (-4%)
Value$2.9M (+$42.0K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares78,110 from 76,405
Change+1,705 (+2%)
Value$2.8M (+$221.0K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares78,079 from 77,903
Change+176 (+0%)
Value$2.8M (+$169.1K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares78,073 from 73,382
Change+4,691 (+6%)
Value$2.8M (+$321.9K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares77,818 from 74,672
Change+3,146 (+4%)
Value$2.8M (+$269.1K)
Filed 2026-10-23
Aventus Investment Advisors, Inc.
DECREASED
Shares77,791 from 78,463
Change-672 (-1%)
Value$2.8M (+$139.8K)
Filed 2026-10-09
Andrews Advisory Associates, LLC
INCREASED
Shares75,259 from 68,284
Change+6,975 (+10%)
Value$2.7M (+$393.3K)
Filed 2026-10-15
Ocean Park Asset Management, LLC
NEW
Shares74,396
Change+74,396
Value$2.7M
Filed 2026-10-21
First County Bank
INCREASED
Shares73,678 from 65,198
Change+8,480 (+13%)
Value$2.6M (+$441.0K)
Filed 2026-10-13
Tactive Advisors, LLC
DECREASED
Shares73,457 from 85,523
Change-12,066 (-14%)
Value$2.6M (-$254.8K)
Filed 2026-10-08
Asset One Wealth Management LLC
INCREASED
Shares73,190 from 69,102
Change+4,088 (+6%)
Value$2.6M (+$218.1K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares72,806 from 78,008
Change-5,202 (-7%)
Value$2.6M (-$23.9K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares72,663 from 73,231
Change-568 (-1%)
Value$2.6M (+$132.7K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares72,498 from 78,058
Change-5,560 (-7%)
Value$2.6M (-$36.5K)
Filed 2026-10-30
Old National Bancorp
DECREASED
Shares71,841 from 72,707
Change-866 (-1%)
Value$2.6M (+$120.8K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED
Shares71,426 from 71,426
Change0 (0%)
Value$2.6M (+$149.3K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares70,802 from 69,502
Change+1,300 (+2%)
Value$2.5M (+$192.0K)
Filed 2026-10-07
Duncker Streett & Co Inc
DECREASED
Shares70,673 from 72,318
Change-1,645 (-2%)
Value$2.5M (+$92.0K)
Filed 2026-10-27
Venture Visionary Partners LLC
INCREASED
Shares70,537 from 7,280
Change+63,257 (+869%)
Value$2.5M (+$2.3M)
Filed 2026-10-07
Appleton Partners Inc
INCREASED
Shares70,009 from 69,224
Change+785 (+1%)
Value$2.5K (-$2.3M)
Filed 2026-10-30
Capital CS Group, LLC
DECREASED
Shares69,449 from 86,248
Change-16,799 (-19%)
Value$2.5M (-$423.3K)
Filed 2026-10-29
Reston Wealth Management LLC
DECREASED
Shares69,378 from 71,191
Change-1,813 (-3%)
Value$2.5M (+$83.6K)
Filed 2026-10-29
Equity Wealth Partners, LLC
DECREASED
Shares68,770 from 69,185
Change-415 (-1%)
Value$2.5M (+$129.7K)
Filed 2026-10-26
Atlas Wealth Partners, LLC
INCREASED
Shares68,626 from 67,754
Change+872 (+1%)
Value$2.5M (+$172.9K)
Filed 2026-11-03
Chesley Taft & Associates LLC
UNCHANGED
Shares68,218 from 68,218
Change0 (0%)
Value$2.5M (+$142.6K)
Filed 2026-10-13
R. W. Roge & Company, Inc.
DECREASED
Shares67,118 from 67,699
Change-581 (-1%)
Value$2.4K (-$2.3M)
Filed 2026-11-04
Townsend Asset Management Corp
DECREASED
Shares66,837 from 67,002
Change-165 (0%)
Value$2.4M (+$134.1K)
Filed 2026-10-29
RDA Financial Network
INCREASED
Shares66,642 from 56,782
Change+9,860 (+17%)
Value$2.4M (+$472.9K)
Filed 2026-10-15
Cooper S Advisors, LLC
DECREASED
Shares66,517 from 66,531
Change-14 (0%)
Value$2.4M (+$138.6K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares66,311 from 66,307
Change+4 (+0%)
Value$2.4M (+$138.7K)
Filed 2026-10-23
Strategic Advisors LLC
DECREASED
Shares65,922 from 67,381
Change-1,459 (-2%)
Value$2.4M (+$88.4K)
Filed 2026-10-13
Montis Financial, LLC
DECREASED
Shares65,741 from 67,303
Change-1,562 (-2%)
Value$2.4M (+$84.5K)
Filed 2026-11-04
Crescent Sterling, Ltd.
DECREASED
Shares65,224 from 67,552
Change-2,328 (-3%)
Value$2.3M (+$57.5K)
Filed 2026-10-16
K2 Financial Inc.
INCREASED
Shares64,911 from 64,657
Change+254 (+0%)
Value$2.4M (+$142.5K)
Filed 2026-10-26
Ballast Financial Advisors LLC
DECREASED
Shares64,447 from 68,197
Change-3,750 (-5%)
Value$2.3M (+$7.8K)
Filed 2026-10-26
Sacks & Associates, LLC
DECREASED
Shares64,176 from 71,859
Change-7,683 (-11%)
Value$2.3M (-$149.6K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares62,957 from 42,377
Change+20,580 (+49%)
Value$2.3M (+$828.0K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares62,925 from 66,239
Change-3,314 (-5%)
Value$2.3M (+$19.3K)
Filed 2026-10-20
Stewardship Advisors, LLC
DECREASED
Shares62,750 from 73,365
Change-10,615 (-14%)
Value$2.3M (-$228.1K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares62,298 from 64,049
Change-1,751 (-3%)
Value$2.2M (+$71.0K)
Filed 2026-11-02
Signet Investment Advisory Group, Inc.
INCREASED
Shares61,909 from 61,286
Change+623 (+1%)
Value$2.2M (+$150.5K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
INCREASED
Shares61,120 from 45,767
Change+15,353 (+34%)
Value$2.2M (+$647.3K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED
Shares61,064 from 55,530
Change+5,534 (+10%)
Value$2.2M (+$314.9K)
Filed 2026-10-09
Capital Investment Advisors, LLC
NEW
Shares61,056
Change+61,056
Value$2.2M
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares60,672 from 60,667
Change+5 (+0%)
Value$2.2M (+$150.0K)
Filed 2026-10-19
Herold Advisors, Inc.
DECREASED
Shares60,631 from 65,482
Change-4,851 (-7%)
Value$2.2M (-$38.5K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares59,935 from 54,503
Change+5,432 (+10%)
Value$2.2M (+$309.1K)
Filed 2026-10-29
Rinkey Investments
DECREASED
Shares58,938 from 60,688
Change-1,750 (-3%)
Value$2.1M (+$64.0K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
INCREASED
Shares58,691 from 58,631
Change+60 (+0%)
Value$2.1M (+$124.7K)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares58,454 from 58,451
Change+3 (+0%)
Value$2.1M (+$122.3K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
INCREASED
Shares57,948 from 54,287
Change+3,661 (+7%)
Value$2.1M (+$245.0K)
Filed 2026-11-05
Bailard, Inc.
UNCHANGED
Shares57,852 from 57,852
Change0 (0%)
Value$2.1M (+$120.9K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares57,786 from 67,104
Change-9,318 (-14%)
Value$2.1M (-$194.5K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
INCREASED
Shares57,463 from 53,696
Change+3,767 (+7%)
Value$2.1M (+$247.6K)
Filed 2026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares57,120 from 57,120
Change0 (0%)
Value$2.1M (+$119.4K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
NEW
Shares55,910
Change+55,910
Value$2.0M
Filed 2026-11-03
Optivise Advisory Services LLC
INCREASED
Shares55,422 from 49,918
Change+5,504 (+11%)
Value$2.0M (+$302.1K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares55,281 from 55,773
Change-492 (-1%)
Value$2.0M (+$98.9K)
Filed 2026-10-26
Clarity Capital Advisors, LLC
INCREASED
Shares54,998 from 54,981
Change+17 (+0%)
Value$2.0M (+$115.5K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED
Shares54,609 from 55,428
Change-819 (-1%)
Value$2.0M (+$86.4K)
Filed 2026-10-16
Investors Research Corp
DECREASED
Shares54,401 from 61,608
Change-7,207 (-12%)
Value$2.0M (-$130.2K)
Filed 2026-10-07
BCS Wealth Management
INCREASED
Shares54,349 from 50,163
Change+4,186 (+8%)
Value$2.0M (+$255.3K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares54,253 from 55,969
Change-1,716 (-3%)
Value$1.9M (+$55.3K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares54,100 from 59,013
Change-4,913 (-8%)
Value$1.9M (-$53.2K)
Filed 2026-11-06
Blvd Private Wealth, LLC
DECREASED
Shares53,376 from 53,919
Change-543 (-1%)
Value$1.9M (+$93.2K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares53,337 from 50,176
Change+3,161 (+6%)
Value$1.9M (+$218.4K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares53,128 from 46,417
Change+6,711 (+14%)
Value$1.9M (+$338.1K)
Filed 2026-10-29
Nikulski Financial, Inc.
DECREASED
Shares52,924 from 57,392
Change-4,468 (-8%)
Value$1.9M (-$40.6K)
Filed 2026-11-06
Moran Wealth Management, LLC
INCREASED
Shares52,920 from 43,082
Change+9,838 (+23%)
Value$1.9M (+$443.5K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares52,761 from 52,853
Change-92 (0%)
Value$1.9M (+$107.2K)
Filed 2026-10-05
Robinson Smith Wealth Advisors LLC
DECREASED
Shares52,712 from 53,025
Change-313 (-1%)
Value$1.9M (+$99.6K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares52,457
Change+52,457
Value$1.8K
Filed 2026-11-03
Juncture Wealth Strategies, LLC
DECREASED
Shares52,280 from 53,054
Change-774 (-1%)
Value$1.9M (+$83.1K)
Filed 2026-10-06
Summit Wealth Group LLC / Co
DECREASED
Shares51,996 from 53,155
Change-1,159 (-2%)
Value$1.9M (+$69.5K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
DECREASED
Shares51,744 from 51,813
Change-69 (0%)
Value$1.9M (+$105.8K)
Filed 2026-11-02
Greenwood Gearhart LLC
INCREASED
Shares51,252 from 50,944
Change+308 (+1%)
Value$1.8M (+$117.5K)
Filed 2026-11-02
Simon Quick Advisors, LLC
DECREASED
Shares51,182 from 52,760
Change-1,578 (-3%)
Value$1.8M (+$53.5K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares51,119 from 53,594
Change-2,475 (-5%)
Value$1.8M (+$23.1K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares50,775 from 50,204
Change+571 (+1%)
Value$1.8M (+$115.4K)
Filed 2026-10-09
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares50,648 from 50,648
Change0 (0%)
Value$1.8M (+$105.9K)
Filed 2026-10-26
Lederer & Associates Investment Counsel
DECREASED
Shares50,503 from 50,678
Change-175 (0%)
Value$1.8K (+$100)
Filed 2026-10-23
Two West Capital Advisors LLC
INCREASED
Shares49,654 from 47,372
Change+2,282 (+5%)
Value$1.8M (+$165.3K)
Filed 2026-10-15
Segment Wealth Management, LLC
DECREASED
Shares48,998 from 55,990
Change-6,992 (-12%)
Value$1.8M (-$134.2K)
Filed 2026-10-26
Sculati Wealth Management, LLC
DECREASED
Shares48,738 from 48,943
Change-205 (0%)
Value$1.8M (+$110.5K)
Filed 2026-10-19
Wisconsin Wealth Advisors, LLC
INCREASED
Shares48,707 from 48,629
Change+78 (+0%)
Value$1.8M (+$104.5K)
Filed 2026-10-08
Hudson Edge Investment Partners Inc.
DECREASED
Shares48,048 from 49,466
Change-1,418 (-3%)
Value$1.7M (+$52.4K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares48,000 from 48,386
Change-386 (-1%)
Value$1.7M (+$87.3K)
Filed 2026-10-30
True North Advisors, LLC
DECREASED
Shares47,775 from 51,676
Change-3,901 (-8%)
Value$1.7M (-$32.2K)
Filed 2026-10-22
Florida Trust Wealth Management Co
INCREASED
Shares47,742 from 47,703
Change+39 (+0%)
Value$1.7M (+$101.1K)
Filed 2026-11-05
R2 Capital Strategies, LLC
INCREASED
Shares47,718 from 42,675
Change+5,043 (+12%)
Value$1.7M (+$270.4K)
Filed 2026-10-15
Capital Square, LLC
INCREASED
Shares46,954 from 43,195
Change+3,759 (+9%)
Value$1.7M (+$190.4K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares46,884 from 46,734
Change+150 (+0%)
Value$1.7M (+$103.1K)
Filed 2026-10-14
Great Waters Wealth Management
DECREASED
Shares46,493 from 46,875
Change-382 (-1%)
Value$1.7M (+$84.3K)
Filed 2026-10-07
Platt Wealth Management LLC
INCREASED
Shares46,284 from 33,128
Change+13,156 (+40%)
Value$1.7K (-$1.1M)
Filed 2026-11-04
Twin Cities Retirement Group LLC
DECREASED
Shares45,978 from 46,532
Change-554 (-1%)
Value$1.7M (+$77.3K)
Filed 2026-10-16
Beacon Advisors Holdings, LLC
DECREASED
Shares45,775 from 51,391
Change-5,616 (-11%)
Value$1.6M (-$94.4K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
INCREASED
Shares44,835 from 8,774
Change+36,061 (+411%)
Value$1.6M (+$1.3M)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares44,304 from 40,887
Change+3,417 (+8%)
Value$1.6M (+$208.2K)
Filed 2026-11-05
Integral Investment Advisors, Inc.
DECREASED
Shares44,137 from 45,117
Change-980 (-2%)
Value$1.6M (+$59.1K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED
Shares43,891 from 43,891
Change0 (0%)
Value$1.6M (+$91.7K)
Filed 2026-10-29
Adams Asset Advisors, LLC
INCREASED
Shares43,727 from 41,324
Change+2,403 (+6%)
Value$1.6M (+$172.7K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares43,233
Change+43,233
Value$1.6M
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares43,219 from 53,128
Change-9,909 (-19%)
Value$1.6M (-$245.0K)
Filed 2026-10-23
KCM Investment Advisors LLC
INCREASED
Shares43,055 from 42,724
Change+331 (+1%)
Value$1.5M (+$101.2K)
Filed 2026-10-27
WealthPLAN Partners, LLC
INCREASED
Shares42,979 from 40,871
Change+2,108 (+5%)
Value$1.5M (+$161.2K)
Filed 2026-10-15
MFG Wealth Management, Inc.
DECREASED
Shares42,918 from 47,921
Change-5,003 (-10%)
Value$1.5M (-$79.6K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
DECREASED
Shares42,713 from 201,784
Change-159,071 (-79%)
Value$1.5M (-$5.3M)
Filed 2026-11-03
TrueWealth Advisors, LLC
DECREASED
Shares42,562 from 42,993
Change-431 (-1%)
Value$1.5M (+$74.4K)
Filed 2026-10-09
Citizens Financial Group Inc
INCREASED
Shares42,150 from 22,100
Change+20,050 (+91%)
Value$1.5M (+$766.6K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED
Shares41,613 from 44,735
Change-3,122 (-7%)
Value$1.5M (-$17.9K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
INCREASED
Shares41,410 from 34,450
Change+6,960 (+20%)
Value$1.5K (-$1.2M)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
INCREASED
Shares41,263 from 36,991
Change+4,272 (+12%)
Value$1.5M (+$230.8K)
Filed 2026-10-20
Insight Wealth Partners, LLC
INCREASED
Shares40,075 from 39,603
Change+472 (+1%)
Value$1.4M (+$99.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares39,992 from 30,386
Change+9,606 (+32%)
Value$1.4M (+$403.2K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares39,933 from 23,825
Change+16,108 (+68%)
Value$1.4K (-$804.6K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares39,636 from 40,431
Change-795 (-2%)
Value$1.4M (+$55.9K)
Filed 2026-11-04
Obsidian CIO, LLC
DECREASED
Shares39,495 from 56,849
Change-17,354 (-31%)
Value$1.4M (-$504.7K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares39,470 from 41,525
Change-2,055 (-5%)
Value$1.4M (+$13.0K)
Filed 2026-11-05
One Day In July LLC
INCREASED
Shares39,382 from 23,243
Change+16,139 (+69%)
Value$1.4M (+$628.5K)
Filed 2026-10-30
Stackstone Wealth, LLC
NEW
Shares38,675
Change+38,675
Value$1.4M
Filed 2026-10-19
Advisortrust Partners, LLC
NEW
Shares38,482
Change+38,482
Value$1.4M
Filed 2026-11-02
Quartz Partners, LLC
DECREASED
Shares38,150 from 39,015
Change-865 (-2%)
Value$1.4M (+$50.5K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares38,116 from 19,471
Change+18,645 (+96%)
Value$1.4M (+$710.6K)
Filed 2026-10-15
Aprio Wealth Management, LLC
DECREASED
Shares37,943 from 38,553
Change-610 (-2%)
Value$1.4M (+$58.7K)
Filed 2026-10-28
Integrity Wealth Partners, LLC
NEW
Shares37,877
Change+37,877
Value$1.4M
Filed 2026-10-14
Avion Wealth
INCREASED
Shares37,461 from 37,432
Change+29 (+0%)
Value$1.3K (-$1.3M)
Filed 2026-11-04
Columbia Advisory Partners LLC
INCREASED
Shares37,423 from 37,110
Change+313 (+1%)
Value$1.3M (+$88.8K)
Filed 2026-10-15
Adelphi Trust Co
INCREASED
Shares37,250 from 33,628
Change+3,622 (+11%)
Value$1.3M (+$200.4K)
Filed 2026-10-05
CGN Advisors LLC
DECREASED
Shares37,241 from 42,147
Change-4,906 (-12%)
Value$1.3M (-$88.2K)
Filed 2026-10-21
Fusion Capital, LLC
INCREASED
Shares37,187 from 37,125
Change+62 (+0%)
Value$1.3M (+$79.8K)
Filed 2026-10-28
Elevation Wealth Management LLC
INCREASED
Shares36,904 from 28,864
Change+8,040 (+28%)
Value$1.3M (+$349.2K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares36,771 from 16,427
Change+20,344 (+124%)
Value$1.3M (+$765.3K)
Filed 2026-10-14
Cullen T Bankers, Inc.
DECREASED
Shares36,759 from 37,523
Change-764 (-2%)
Value$1.3M (+$51.0K)
Filed 2026-10-28
Beam Wealth Advisors, Inc.
INCREASED
Shares36,708 from 31,722
Change+4,986 (+16%)
Value$1.3M (+$245.5K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares36,650 from 35,208
Change+1,442 (+4%)
Value$1.3M (+$145.6K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED
Shares36,545 from 31,661
Change+4,884 (+15%)
Value$1.3M (+$241.6K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares36,481 from 38,490
Change-2,009 (-5%)
Value$1.3M (+$7.5K)
Filed 2026-10-15
Sunburst Financial Group, LLC
INCREASED
Shares36,283 from 36,256
Change+27 (+0%)
Value$1.3M (+$76.7K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares36,028 from 22,802
Change+13,226 (+58%)
Value$1.3M (+$499.6K)
Filed 2026-10-26
John W. Brooker & Co., CPAs
DECREASED
Shares36,012 from 38,596
Change-2,584 (-7%)
Value$1.3M (-$12.2K)
Filed 2026-10-21
Blueprint Investment Partners LLC
DECREASED
Shares35,731 from 35,865
Change-134 (0%)
Value$1.3M (+$70.2K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares35,727 from 35,800
Change-73 (0%)
Value$1.3M (+$72.2K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares35,621 from 35,829
Change-208 (-1%)
Value$1.3M (+$67.4K)
Filed 2026-10-08
Pinion Investment Advisors, LLC
DECREASED
Shares35,567 from 36,739
Change-1,172 (-3%)
Value$1.3M (+$34.7K)
Filed 2026-11-04
Blueprint Financial Advisors LLC
DECREASED
Shares35,111 from 35,245
Change-134 (0%)
Value$1.3M (+$68.9K)
Filed 2026-10-28
Altfest L J & Co Inc
INCREASED
Shares34,958 from 26,255
Change+8,703 (+33%)
Value$1.3M (+$367.6K)
Filed 2026-10-27
Wealth Architects, LLC
DECREASED
Shares34,909 from 36,357
Change-1,448 (-4%)
Value$1.3M (+$24.0K)
Filed 2026-11-03
Kelleher Financial Advisors
NEW
Shares34,720
Change+34,720
Value$1.2M
Filed 2026-10-30
Ejmk Ventures LLC
INCREASED
Shares34,525 from 6,467
Change+28,058 (+434%)
Value$1.2M (+$1.0M)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED
Shares34,163 from 37,660
Change-3,497 (-9%)
Value$1.2M (-$46.9K)
Filed 2026-10-05
DecisionMap Wealth Management, LLC
DECREASED
Shares33,950 from 34,326
Change-376 (-1%)
Value$1.2M (+$58.2K)
Filed 2026-10-29
Financial Life Advisors
UNCHANGED
Shares33,702 from 33,702
Change0 (0%)
Value$1.2M (+$70.4K)
Filed 2026-10-14
Magnus Financial Group LLC
DECREASED
Shares33,643 from 34,266
Change-623 (-2%)
Value$1.2M (+$49.2K)
Filed 2026-10-21
Marotta Asset Management
UNCHANGED
Shares33,230 from 33,230
Change0 (0%)
Value$1.2M (+$60.5K)
Filed 2026-10-02
Islay Capital Management, LLC
UNCHANGED
Shares33,159 from 33,159
Change0 (0%)
Value$1.2M (+$69.3K)
Filed 2026-10-20
Sima Wealth Partners, LLC
INCREASED
Shares33,129 from 33,072
Change+57 (+0%)
Value$1.2M (+$71.2K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares33,128 from 32,883
Change+245 (+1%)
Value$1.2M (+$77.5K)
Filed 2026-10-26
Everett Harris & Co
INCREASED
Shares32,838 from 31,188
Change+1,650 (+5%)
Value$1.2M (+$124.5K)
Filed 2026-10-28
Colorado Capital Management, Inc.
INCREASED
Shares32,676 from 32,658
Change+18 (+0%)
Value$1.2K (+$69)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares32,664 from 32,849
Change-185 (-1%)
Value$1.2M (+$62.0K)
Filed 2026-10-22
Hoese & Co LLP
UNCHANGED
Shares32,615 from 32,615
Change0 (0%)
Value$1.2M (+$68.2K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares32,534 from 35,662
Change-3,128 (-9%)
Value$1.2M (-$37.9K)
Filed 2026-10-19
Elser Financial Planning, Inc
INCREASED
Shares32,281 from 32,277
Change+4 (+0%)
Value$1.2M (+$67.6K)
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares32,278 from 34,671
Change-2,393 (-7%)
Value$1.2M (-$13.5K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares32,118 from 34,582
Change-2,464 (-7%)
Value$1.2M (-$16.3K)
Filed 2026-10-22
ARK & TLK Investments, LLC
UNCHANGED
Shares31,983 from 31,983
Change0 (0%)
Value$1.1M (+$66.8K)
Filed 2026-10-20
JBR Co Financial Management Inc
DECREASED
Shares31,496 from 40,284
Change-8,788 (-22%)
Value$1.1M (-$288.9K)
Filed 2026-10-13
Howard Bailey Securities, LLC
DECREASED
Shares31,159 from 32,138
Change-979 (-3%)
Value$1.1M (+$32.0K)
Filed 2026-10-27
Missouri Trust & Investment Co
DECREASED
Shares31,060 from 31,714
Change-654 (-2%)
Value$1.1M (+$32.3K)
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
NEW
Shares30,806
Change+30,806
Value$1.1M
Filed 2026-11-04
Weaver Consulting Group
NEW
Shares30,437
Change+30,437
Value$1.1M
Filed 2026-10-07
HMV Wealth Advisors, LLC
UNCHANGED
Shares30,342 from 30,342
Change0 (0%)
Value$1.1M (+$63.4K)
Filed 2026-10-27
West Branch Capital LLC
INCREASED
Shares30,297 from 30,287
Change+10 (+0%)
Value$1.1M (+$63.6K)
Filed 2026-10-20
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares29,872 from 30,710
Change-838 (-3%)
Value$1.1M (+$34.1K)
Filed 2026-10-14
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares29,547 from 37,931
Change-8,384 (-22%)
Value$1.1M (-$222.0K)
Filed 2026-10-13
Monument Capital Management
DECREASED
Shares29,077 from 29,829
Change-752 (-3%)
Value$1.0M (+$35.3K)
Filed 2026-10-09
SevenBridge Financial Group, LLC
DECREASED
Shares28,944 from 29,690
Change-746 (-3%)
Value$1.0M (-$33.9K)
Filed 2026-10-26
SpringVest Wealth Management LLC
INCREASED
Shares28,721 from 27,121
Change+1,600 (+6%)
Value$1.0M (+$114.2K)
Filed 2026-10-27
Maia Wealth LLC
INCREASED
Shares28,682 from 28,453
Change+229 (+1%)
Value$1.0M (+$67.7K)
Filed 2026-10-19
Greg Jennings, LLC
NEW
Shares28,557
Change+28,557
Value$1.0M
Filed 2026-10-19
TCI Wealth Advisors, Inc.
INCREASED
Shares28,527 from 28,452
Change+75 (+0%)
Value$1.0M (+$62.1K)
Filed 2026-10-30
GS Investments, Inc.
DECREASED
Shares28,451 from 28,677
Change-226 (-1%)
Value$1.0M (+$51.8K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares28,114 from 27,596
Change+518 (+2%)
Value$1.0M (+$76.3K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED
Shares27,848 from 27,946
Change-98 (0%)
Value$1.0K (-$914.0K)
Filed 2026-11-04
Goldstein Advisors, LLC
DECREASED
Shares27,789 from 36,844
Change-9,055 (-25%)
Value$998.5K (-$248.3K)
Filed 2026-10-15
Watershed Private Wealth LLC
DECREASED
Shares27,743 from 28,024
Change-281 (-1%)
Value$996.8K (+$48.5K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
INCREASED
Shares27,533 from 19,853
Change+7,680 (+39%)
Value$989.3K (+$317.4K)
Filed 2026-10-26
Harmony Asset Management LLC
INCREASED
Shares27,504 from 21,268
Change+6,236 (+29%)
Value$988.2K (+$268.5K)
Filed 2026-10-20
Eagle Wealth Advisors LLC
DECREASED
Shares27,420 from 30,544
Change-3,124 (-10%)
Value$985.2K (-$48.4K)
Filed 2026-10-20
MBE Wealth Management, LLC
INCREASED
Shares27,361 from 22,649
Change+4,712 (+21%)
Value$983.1K (+$216.6K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
UNCHANGED
Shares27,360 from 27,360
Change0 (0%)
Value$983.0K (+$57.2K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares27,267 from 23,177
Change+4,090 (+18%)
Value$979.7K (+$195.4K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares27,186 from 25,917
Change+1,269 (+5%)
Value$976.8K (+$99.8K)
Filed 2026-10-29
Clear Retirement Advice LLC
DECREASED
Shares27,146 from 29,337
Change-2,191 (-7%)
Value$975.3K (-$17.4K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares27,135
Change+27,135
Value$975.0K
Filed 2026-10-28
Aegis Wealth Management, Inc.
INCREASED
Shares26,845 from 19,898
Change+6,947 (+35%)
Value$964.6K (+$291.2K)
Filed 2026-10-26
Annex Advisory Services, LLC
INCREASED
Shares26,832 from 24,782
Change+2,050 (+8%)
Value$964.1K (+$125.5K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
INCREASED
Shares26,820 from 20,792
Change+6,028 (+29%)
Value$963.6K (+$260.0K)
Filed 2026-10-22
Associated Banc-Corp
INCREASED
Shares26,615 from 26,189
Change+426 (+2%)
Value$956.3K (+$70.0K)
Filed 2026-10-30
Lantern Wealth Advisors, LLC
INCREASED
Shares26,364 from 22,293
Change+4,071 (+18%)
Value$947.3K (+$192.9K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares26,360 from 25,715
Change+645 (+3%)
Value$947.1K (+$76.9K)
Filed 2026-10-29
Essex LLC
DECREASED
Shares26,215 from 26,956
Change-741 (-3%)
Value$941.9K (+$29.7K)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares26,120 from 19,446
Change+6,674 (+34%)
Value$938.5K (+$280.4K)
Filed 2026-10-20
Bulwark Capital Corp
DECREASED
Shares25,922 from 37,571
Change-11,649 (-31%)
Value$931.4K (-$340.0K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares25,907 from 13,934
Change+11,973 (+86%)
Value$930.8K (+$459.3K)
Filed 2026-11-05
Mitchell Sinkler & Starr
INCREASED
Shares25,697 from 22,882
Change+2,815 (+12%)
Value$923.3K (+$149.0K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares25,618 from 25,394
Change+224 (+1%)
Value$920.5K (+$61.1K)
Filed 2026-10-20
Roffman Miller Associates Inc
INCREASED
Shares25,535 from 24,670
Change+865 (+4%)
Value$917.5K (+$82.6K)
Filed 2026-10-19
Red Mountain Financial, LLC
DECREASED
Shares25,509 from 27,658
Change-2,149 (-8%)
Value$916.6K (-$19.4K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares25,220 from 25,207
Change+13 (+0%)
Value$906 (+$53)
Filed 2026-10-02
Costello Asset Management, Inc
DECREASED
Shares25,038 from 25,344
Change-306 (-1%)
Value$899.6K (+$42.0K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED
Shares24,718 from 25,422
Change-704 (-3%)
Value$888.1K (+$27.8K)
Filed 2026-10-22
Smith Shellnut Wilson LLC
INCREASED
Shares24,613 from 21,549
Change+3,064 (+14%)
Value$884.3K (+$155.1K)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares24,503 from 24,528
Change-25 (0%)
Value$880.4K (+$50.4K)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares24,163 from 28,069
Change-3,906 (-14%)
Value$868.2K (-$81.7K)
Filed 2026-10-29
Evanson Financial, LLC
INCREASED
Shares24,119 from 24,114
Change+5 (+0%)
Value$866.6K (+$50.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares23,883 from 18,548
Change+5,335 (+29%)
Value$858.1K (+$230.5K)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares23,832 from 23,882
Change-50 (0%)
Value$856.3K (+$48.1K)
Filed 2026-10-02
25 LLC
UNCHANGED
Shares23,730 from 23,730
Change0 (0%)
Value$852.6K (+$49.6K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW
Shares23,698
Change+23,698
Value$873.8K
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares23,532 from 35,175
Change-11,643 (-33%)
Value$845.5K (-$344.8K)
Filed 2026-10-22
Uptick Partners, LLC
DECREASED
Shares23,385 from 28,327
Change-4,942 (-17%)
Value$840.2K (-$118.4K)
Filed 2026-11-04
ETF Store, Inc.
DECREASED
Shares23,237 from 23,294
Change-57 (0%)
Value$834.9K (+$46.6K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares23,074 from 23,061
Change+13 (+0%)
Value$829.0K (+$48.7K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares22,922 from 22,901
Change+21 (+0%)
Value$823.6K (+$48.6K)
Filed 2026-10-21
Soundwatch Capital LLC
DECREASED
Shares22,907 from 23,306
Change-399 (-2%)
Value$832.4K (+$43.8K)
Filed 2026-11-04
Kellett Wealth Advisors, LLC
NEW
Shares22,670
Change+22,670
Value$814.5K
Filed 2026-10-15
Kendall Capital Management
UNCHANGED
Shares22,667 from 22,667
Change0 (0%)
Value$814.4K (+$47.4K)
Filed 2026-10-23
Aspiriant, LLC
DECREASED
Shares22,143 from 22,267
Change-124 (-1%)
Value$795.6K (+$42.0K)
Filed 2026-10-16
SYM Financial Corp
UNCHANGED
Shares22,124 from 22,124
Change0 (0%)
Value$794.9K (+$46.2K)
Filed 2026-10-26
Forum Financial Management, LP
DECREASED
Shares22,085 from 22,670
Change-585 (-3%)
Value$793.5K (+$26.4K)
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED
Shares21,994 from 8,080
Change+13,914 (+172%)
Value$790.3K (+$516.8K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
INCREASED
Shares21,776 from 20,398
Change+1,378 (+7%)
Value$782.4K (+$92.1K)
Filed 2026-11-05
Cornerstone Enterprises, LLC
DECREASED
Shares21,726 from 23,016
Change-1,290 (-6%)
Value$780.6K (+$1.7K)
Filed 2026-10-15
Briggs Wealth Management, Inc
INCREASED
Shares21,467 from 18,354
Change+3,113 (+17%)
Value$771.3K (+$150.2K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED
Shares21,453 from 21,453
Change0 (0%)
Value$770.8K (+$44.8K)
Filed 2026-10-15
Hoey Investments, Inc
INCREASED
Shares21,336 from 21,088
Change+248 (+1%)
Value$766.6K (+$53.0K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares21,304 from 21,304
Change0 (0%)
Value$765.5K (+$44.5K)
Filed 2026-10-22
LifeSteps Financial, Inc.
DECREASED
Shares21,282 from 22,062
Change-780 (-4%)
Value$764.7K (+$18.1K)
Filed 2026-10-15
Twelve Points Wealth Management LLC
DECREASED
Shares21,276 from 21,279
Change-3 (0%)
Value$730.2K (+$10.1K)
Filed 2026-11-03
Stone Summit Wealth LLC
DECREASED
Shares21,149 from 21,679
Change-530 (-2%)
Value$759.9K (+$26.3K)
Filed 2026-10-14
Triangle Securities Wealth Management
DECREASED
Shares21,115 from 23,713
Change-2,598 (-11%)
Value$758.7K (-$43.8K)
Filed 2026-10-14
MCF Advisors LLC
INCREASED
Shares20,937 from 14,110
Change+6,827 (+48%)
Value$752.3K (+$274.8K)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares20,759 from 23,914
Change-3,155 (-13%)
Value$730.7K (-$76.1K)
Filed 2026-11-02
Princeton Global Asset Management LLC
INCREASED
Shares20,647 from 20,581
Change+66 (+0%)
Value$741.8K (+$45.4K)
Filed 2026-10-21
Svrn Asset Management, LLC
UNCHANGED
Shares20,515 from 20,515
Change0 (0%)
Value$737.1K (+$42.9K)
Filed 2026-11-02
Ascent Wealth Partners, LLC
DECREASED
Shares20,479 from 20,950
Change-471 (-2%)
Value$735.8K (+$26.9K)
Filed 2026-10-23
Smith & Howard Wealth Management, LLC
NEW
Shares19,999
Change+19,999
Value$718.5K
Filed 2026-10-27
Financial Planning Navigators Corp
DECREASED
Shares19,940 from 20,444
Change-504 (-2%)
Value$716.4K (+$24.6K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares19,927 from 19,927
Change0 (0%)
Value$716.0K (+$41.6K)
Filed 2026-10-22
Wealth Management Nebraska
INCREASED
Shares19,760 from 15,632
Change+4,128 (+26%)
Value$710.0K (+$181.0K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares19,720 from 19,720
Change0 (0%)
Value$708.5K (+$41.2K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares19,700 from 19,338
Change+362 (+2%)
Value$707.8K (+$53.4K)
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares19,624 from 19,624
Change0 (0%)
Value$691.0K (+$26.9K)
Filed 2026-10-22
Gibbs Wealth Management
NEW
Shares19,616
Change+19,616
Value$704.8K
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares19,485 from 18,890
Change+595 (+3%)
Value$700.1K (+$60.9K)
Filed 2026-10-30
RBA Wealth Management, LLC
INCREASED
Shares19,403 from 19,244
Change+159 (+1%)
Value$697.2K (+$46.0K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
DECREASED
Shares19,362 from 20,012
Change-650 (-3%)
Value$695.7K (+$18.5K)
Filed 2026-10-21
Barlow Wealth Partners, LLC
UNCHANGED
Shares19,284 from 19,284
Change0 (0%)
Value$712.2K (+$52.1K)
Filed 2026-10-15
Brighton Jones LLC
DECREASED
Shares19,256 from 19,916
Change-660 (-3%)
Value$691.9K (+$17.9K)
Filed 2026-11-03
Wagner Wealth Management, Corp
NEW
Shares19,210
Change+19,210
Value$690.2K
Filed 2026-10-20
Chapman Financial Group, LLC
UNCHANGED
Shares18,856 from 18,856
Change0 (0%)
Value$677.5K (+$39.4K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
INCREASED
Shares18,763 from 18,633
Change+130 (+1%)
Value$674.1K (+$43.6K)
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares18,665 from 18,665
Change0 (0%)
Value$670.6K (+$39.0K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
INCREASED
Shares18,637 from 18,541
Change+96 (+1%)
Value$669.6K (+$42.2K)
Filed 2026-11-04
Valicenti Advisory Services Inc
DECREASED
Shares18,202 from 18,564
Change-362 (-2%)
Value$654 (+$26)
Filed 2026-10-23
Wealth Advisory Team LLC
INCREASED
Shares18,194 from 18,176
Change+18 (+0%)
Value$653.7K (+$38.7K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares18,109 from 17,951
Change+158 (+1%)
Value$650.7K (+$43.2K)
Filed 2026-11-05
City Center Advisors, LLC
INCREASED
Shares18,042 from 17,319
Change+723 (+4%)
Value$648.3K (+$62.2K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
DECREASED
Shares17,947 from 18,235
Change-288 (-2%)
Value$644.8K (+$27.8K)
Filed 2026-10-23
Cabot Wealth Management Inc
DECREASED
Shares17,899 from 18,429
Change-530 (-3%)
Value$643.1K (+$19.5K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares17,890 from 18,085
Change-195 (-1%)
Value$656.5K (+$37.8K)
Filed 2026-10-28
Sharkey, Howes & Javer
UNCHANGED
Shares17,648 from 17,648
Change0 (0%)
Value$634.1K (+$36.9K)
Filed 2026-10-22
Vanguard Capital Wealth Advisors
INCREASED
Shares17,642 from 17,626
Change+16 (+0%)
Value$633.9K (+$37.4K)
Filed 2026-10-16
Baring Financial LLC
DECREASED
Shares17,640 from 18,453
Change-813 (-4%)
Value$633.8K (+$9.4K)
Filed 2026-10-07
Networth Advisors, LLC
INCREASED
Shares17,636 from 17,618
Change+18 (+0%)
Value$633.7K (+$37.5K)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares17,611 from 12,000
Change+5,611 (+47%)
Value$632.8K (+$226.7K)
Filed 2026-11-05
Aspen Investment Management Inc
DECREASED
Shares17,603 from 17,885
Change-282 (-2%)
Value$632 (+$27)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares17,593 from 17,495
Change+98 (+1%)
Value$632.1K (+$40.1K)
Filed 2026-10-08
Auctus Advisors LLC
UNCHANGED
Shares17,467 from 17,467
Change0 (0%)
Value$627.6K (+$36.5K)
Filed 2026-10-23
Carrera Capital Advisors
INCREASED
Shares17,389 from 17,387
Change+2 (+0%)
Value$624.8K (+$36.4K)
Filed 2026-11-03
TFB Advisors LLC
INCREASED
Shares17,197 from 15,038
Change+2,159 (+14%)
Value$617.9K (+$109.0K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares17,180 from 17,176
Change+4 (+0%)
Value$617.3K (+$36.0K)
Filed 2026-11-04
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares17,073 from 17,000
Change+73 (+0%)
Value$613.4K (+$38.2K)
Filed 2026-10-14
Amicus Financial Advisors, LLC
DECREASED
Shares16,993 from 18,438
Change-1,445 (-8%)
Value$610.6K (-$13.4K)
Filed 2026-11-03
Brickley Wealth Management
INCREASED
Shares16,989 from 16,687
Change+302 (+2%)
Value$610.4K (+$45.7K)
Filed 2026-11-04
Ehrlich Financial Group
UNCHANGED
Shares16,953 from 16,953
Change0 (0%)
Value$609.1K (+$35.4K)
Filed 2026-10-20
Pathway Financial Advisors LLC
INCREASED
Shares16,861 from 16,842
Change+19 (+0%)
Value$605.8K (+$31.2K)
Filed 2026-10-07
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares16,748 from 15,776
Change+972 (+6%)
Value$601.8K (+$67.9K)
Filed 2026-10-08
Argos Wealth Advisors, LLC
UNCHANGED
Shares16,586 from 16,586
Change0 (0%)
Value$596.0K (+$34.7K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
DECREASED
Shares16,572 from 17,422
Change-850 (-5%)
Value$595.4K (+$5.9K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
UNCHANGED
Shares16,556 from 16,556
Change0 (0%)
Value$594.9K (+$34.6K)
Filed 2026-11-04
Wavvest Wealth LLC
NEW
Shares16,555
Change+16,555
Value$594.8K
Filed 2026-10-21
Parsons Capital Management Inc
NEW
Shares16,310
Change+16,310
Value$586.0K
Filed 2026-10-28
Obermeyer Wealth Partners
INCREASED
Shares16,290 from 16,040
Change+250 (+2%)
Value$585.3K (+$42.5K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares16,237 from 14,467
Change+1,770 (+12%)
Value$583.4K (+$93.8K)
Filed 2026-10-26
Wealth Analytics Partners, LLC
UNCHANGED
Shares16,096 from 16,096
Change0 (0%)
Value$578.3K (+$21.7K)
Filed 2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED
Shares16,092 from 16,092
Change0 (0%)
Value$578.2K (+$33.6K)
Filed 2026-10-23
Lantz Financial LLC
UNCHANGED
Shares16,052 from 16,052
Change0 (0%)
Value$576.7K (+$33.5K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares16,044 from 19,044
Change-3,000 (-16%)
Value$576.5K (-$68.0K)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares15,970 from 14,798
Change+1,172 (+8%)
Value$573.8K (+$73.0K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares15,847 from 15,847
Change0 (0%)
Value$536.3K ($0)
Filed 2026-10-28
Affiance Financial, LLC
INCREASED
Shares15,792 from 15,775
Change+17 (+0%)
Value$567.4K (+$33.6K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares15,716 from 14,346
Change+1,370 (+10%)
Value$564.7K (+$79.2K)
Filed 2026-11-02
IVC Wealth Advisors LLC
INCREASED
Shares15,650 from 15,148
Change+502 (+3%)
Value$562.3K (+$49.7K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares15,578 from 16,778
Change-1,200 (-7%)
Value$559.7K (-$8.1K)
Filed 2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED
Shares15,413 from 14,563
Change+850 (+6%)
Value$553.8K (+$61.0K)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares15,285 from 15,285
Change0 (0%)
Value$549.2K (+$31.9K)
Filed 2026-10-16
Jamison Private Wealth Management, Inc.
DECREASED
Shares15,241 from 15,326
Change-85 (-1%)
Value$547.6K (+$29.0K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares15,231 from 19,450
Change-4,219 (-22%)
Value$547.3K (-$110.9K)
Filed 2026-10-20
Balefire, LLC
INCREASED
Shares15,204 from 14,977
Change+227 (+2%)
Value$546.3K (+$39.4K)
Filed 2026-10-09
Praetorian Wealth Management, Inc.
UNCHANGED
Shares15,185 from 15,185
Change0 (0%)
Value$545.6K (+$31.7K)
Filed 2026-10-16
ZynergyRetirementPlanningLLC
DECREASED
Shares15,028 from 15,444
Change-416 (-3%)
Value$540.0K (+$17.3K)
Filed 2026-10-08
Strategic Planning Group, LLC
DECREASED
Shares15,000 from 25,217
Change-10,217 (-41%)
Value$539.0K (-$314.4K)
Filed 2026-10-22
Keenan, LLC
INCREASED
Shares14,926 from 14,923
Change+3 (+0%)
Value$536.3K (+$31.3K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED
Shares14,824 from 14,934
Change-110 (-1%)
Value$532.6K (+$27.3K)
Filed 2026-10-06
Ironwood Financial, llc
DECREASED
Shares14,785 from 15,471
Change-686 (-4%)
Value$531.2K (-$512)
Filed 2026-10-20
Wealth Effects LLC
DECREASED
Shares14,764 from 14,828
Change-64 (0%)
Value$530.5K (+$28.7K)
Filed 2026-10-23
Vaughan David Investments LLC
INCREASED
Shares14,737 from 14,732
Change+5 (+0%)
Value$530 (-$498.5K)
Filed 2026-11-05
Naples Global Advisors, LLC
UNCHANGED
Shares14,703 from 14,703
Change0 (0%)
Value$528.3K (+$30.7K)
Filed 2026-11-05
Smith Salley Wealth Management
DECREASED
Shares14,643 from 19,226
Change-4,583 (-24%)
Value$526.1K (-$124.5K)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares14,564 from 14,957
Change-393 (-3%)
Value$517.0K (-$1.2K)
Filed 2026-11-03
Private Management Group Inc
INCREASED
Shares14,543 from 13,731
Change+812 (+6%)
Value$522.5K (+$57.9K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
DECREASED
Shares14,472 from 14,518
Change-46 (0%)
Value$520.0K (+$28.7K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares14,423 from 14,423
Change0 (0%)
Value$518.2K (+$30.1K)
Filed 2026-10-23
Lynx Investment Advisory
DECREASED
Shares14,339 from 15,709
Change-1,370 (-9%)
Value$515.2K (-$16.4K)
Filed 2026-10-27
Manske Wealth Management
DECREASED
Shares14,300 from 14,404
Change-104 (-1%)
Value$513.8K (+$26.4K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares14,270 from 28,414
Change-14,144 (-50%)
Value$512.7K (-$448.8K)
Filed 2026-10-19
Plan A Wealth LLC
INCREASED
Shares14,242 from 12,535
Change+1,707 (+14%)
Value$511.7K (+$87.6K)
Filed 2026-10-08
Fairman Group, LLC
INCREASED
Shares14,140 from 14,134
Change+6 (+0%)
Value$508.0K (+$29.7K)
Filed 2026-10-26
Grey Fox Wealth Advisors, LLC
DECREASED
Shares14,075 from 14,252
Change-177 (-1%)
Value$505.7K (+$23.4K)
Filed 2026-11-03
Patten & Patten Inc
DECREASED
Shares14,033 from 14,659
Change-626 (-4%)
Value$504.2K (+$8.1K)
Filed 2026-10-26
FF Advisors,LLC
INCREASED
Shares13,900 from 11,017
Change+2,883 (+26%)
Value$499.4K (+$126.6K)
Filed 2026-10-21
Clark Asset Management, LLC
DECREASED
Shares13,836 from 15,930
Change-2,094 (-13%)
Value$497.1K (-$41.9K)
Filed 2026-10-19
Yoffe Investment Management, LLC
UNCHANGED
Shares13,824 from 13,824
Change0 (0%)
Value$496.7K (+$28.9K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares13,729 from 19,010
Change-5,281 (-28%)
Value$493.3K (-$150.0K)
Filed 2026-11-04
Asio Capital, LLC
UNCHANGED
Shares13,716 from 13,716
Change0 (0%)
Value$492.8K (+$28.7K)
Filed 2026-10-19
Third View Private Wealth, LLC
INCREASED
Shares13,646 from 13,540
Change+106 (+1%)
Value$490.3K (+$32.1K)
Filed 2026-10-30
Klingman & Associates, LLC
UNCHANGED
Shares13,634 from 13,634
Change0 (0%)
Value$489.9K (+$28.5K)
Filed 2026-10-20
Redwood Financial Network Corp
DECREASED
Shares13,285 from 17,704
Change-4,419 (-25%)
Value$477.3K (-$121.8K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares13,275 from 9,404
Change+3,871 (+41%)
Value$477.0K (+$158.7K)
Filed 2026-10-13
Lotus Asset Management LLC
INCREASED
Shares13,254 from 13,170
Change+84 (+1%)
Value$476.2K (+$30.6K)
Filed 2026-10-14
RHS Financial, LLC
UNCHANGED
Shares13,252 from 13,252
Change0 (0%)
Value$476.1K (+$27.7K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares13,237 from 13,237
Change0 (0%)
Value$475.6K (+$27.7K)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares13,215 from 14,719
Change-1,504 (-10%)
Value$474.8K (-$23.3K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares13,204 from 13,204
Change0 (0%)
Value$474.4K (+$27.6K)
Filed 2026-11-04
First Citizens Bank & Trust Co
NEW
Shares13,160
Change+13,160
Value$472.8K
Filed 2026-10-14
Sentinel Pension Advisors, LLC
DECREASED
Shares13,123 from 13,254
Change-131 (-1%)
Value$471.5K (+$18.5K)
Filed 2026-11-02
RCS Financial Planning, LLC
DECREASED
Shares13,095 from 30,012
Change-16,917 (-56%)
Value$470.5K (-$545.1K)
Filed 2026-10-14
Enclave Advisors LLC
NEW
Shares13,044
Change+13,044
Value$468.7K
Filed 2026-10-14
ForthRight Wealth Management, LLC
INCREASED
Shares12,973 from 12,925
Change+48 (+0%)
Value$466.1K (+$28.7K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED
Shares12,967 from 13,098
Change-131 (-1%)
Value$465.9K (+$22.7K)
Filed 2026-10-05
Hamilton Capital, LLC
UNCHANGED
Shares12,866 from 12,866
Change0 (0%)
Value$462.3K (+$26.9K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
INCREASED
Shares12,813 from 11,002
Change+1,811 (+16%)
Value$460.4K (+$88.1K)
Filed 2026-10-27
PUREfi Wealth, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$459.9K (+$26.8K)
Filed 2026-10-19
Well Done, LLC
INCREASED
Shares12,633 from 9,878
Change+2,755 (+28%)
Value$453.9K (+$119.6K)
Filed 2026-10-20
Invested Advisors
DECREASED
Shares12,624 from 12,924
Change-300 (-2%)
Value$453.6K (+$16.2K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
UNCHANGED
Shares12,563 from 12,563
Change0 (0%)
Value$451.4K (+$26.3K)
Filed 2026-10-14
Ipsen Advisor Group LLC
INCREASED
Shares12,543 from 12,530
Change+13 (+0%)
Value$450.7K (+$26.6K)
Filed 2026-10-29
Hudock, Inc.
INCREASED
Shares12,519 from 12,517
Change+2 (+0%)
Value$449.8K (+$26.2K)
Filed 2026-10-14
Beacon Financial Group
UNCHANGED
Shares12,503 from 12,503
Change0 (0%)
Value$449.2K (+$26.1K)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares12,492 from 12,492
Change0 (0%)
Value$448.8K (+$26.1K)
Filed 2026-10-16
Personal CFO Solutions, LLC
INCREASED
Shares12,491 from 12,127
Change+364 (+3%)
Value$448.8K (+$38.4K)
Filed 2026-11-06
Fulcrum Equity Management
DECREASED
Shares12,457 from 19,498
Change-7,041 (-36%)
Value$447.6K (-$212.2K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares12,447 from 10,113
Change+2,334 (+23%)
Value$434.9K (+$92.7K)
Filed 2026-10-30
Earned Wealth Advisors, LLC
INCREASED
Shares12,383 from 11,544
Change+839 (+7%)
Value$444.9K (+$54.3K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares12,294 from 12,292
Change+2 (+0%)
Value$441.7K (+$25.8K)
Filed 2026-10-14
Godsey & Gibb, Inc
DECREASED
Shares12,285 from 12,669
Change-384 (-3%)
Value$441.4K (+$12.7K)
Filed 2026-10-14
Fulton Bank, N.A.
UNCHANGED
Shares12,244 from 12,244
Change0 (0%)
Value$439.9K (+$25.6K)
Filed 2026-10-14
Bernardo Wealth Planning LLC
NEW
Shares12,174
Change+12,174
Value$437.4K
Filed 2026-10-23
NTV Asset Management LLC
UNCHANGED
Shares12,173 from 12,173
Change0 (0%)
Value$437.4K (+$25.4K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
DECREASED
Shares12,165 from 12,618
Change-453 (-4%)
Value$437.1K (+$10.1K)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares12,145 from 12,444
Change-299 (-2%)
Value$436.4K (+$15.3K)
Filed 2026-10-16
Swmg, LLC
DECREASED
Shares12,112 from 16,754
Change-4,642 (-28%)
Value$423.2K (-$156.2K)
Filed 2026-10-23
Traphagen Investment Advisors LLC
DECREASED
Shares12,069 from 12,097
Change-28 (0%)
Value$433.7K (+$24.3K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
INCREASED
Shares11,966 from 8,270
Change+3,696 (+45%)
Value$429.9K (+$150.1K)
Filed 2026-11-04
Evermay Wealth Management LLC
INCREASED
Shares11,948 from 10,269
Change+1,679 (+16%)
Value$429.3K (+$81.8K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares11,763 from 11,799
Change-36 (0%)
Value$422.6K (+$23.4K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED
Shares11,670 from 11,670
Change0 (0%)
Value$419.3K (+$24.4K)
Filed 2026-10-20
Courier Capital LLC
DECREASED
Shares11,595 from 11,995
Change-400 (-3%)
Value$416.6K (+$10.7K)
Filed 2026-10-19
IFC & Insurance Marketing, Inc.
DECREASED
Shares11,591 from 12,183
Change-592 (-5%)
Value$416.5K (+$4.2K)
Filed 2026-10-16
Cottage Street Advisors LLC
NEW
Shares11,585
Change+11,585
Value$416.2K
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares11,580 from 11,580
Change0 (0%)
Value$416.1K (+$24.2K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
INCREASED
Shares11,530 from 11,519
Change+11 (+0%)
Value$423.6K (+$33.8K)
Filed 2026-10-13
Schear Investment Advisers, LLC
NEW
Shares11,496
Change+11,496
Value$413.0K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares11,496
Change+11,496
Value$413.0K
Filed 2026-10-14
Uptown Financial Advisors LLC
UNCHANGED
Shares11,476 from 11,476
Change0 (0%)
Value$412.3K (+$24.0K)
Filed 2026-10-15
Ted Buchan & Co
UNCHANGED
Shares11,415 from 11,415
Change0 (0%)
Value$410.1K (+$23.9K)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares11,381 from 11,131
Change+250 (+2%)
Value$408.9K (+$32.3K)
Filed 2026-10-08
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares11,268 from 11,264
Change+4 (+0%)
Value$404.9K (+$23.7K)
Filed 2026-10-16
Studio Investment Management LLC
INCREASED
Shares11,167 from 10,814
Change+353 (+3%)
Value$401.2K (+$35.3K)
Filed 2026-10-22
Sun Group Wealth Partners
NEW
Shares11,111
Change+11,111
Value$399.2K
Filed 2026-10-26
TPG Advisors LLC
INCREASED
Shares11,078 from 11,053
Change+25 (+0%)
Value$398.0K (+$24.0K)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares10,982 from 10,982
Change0 (0%)
Value$394.6K (+$23.0K)
Filed 2026-10-21
Busey Bank
NEW
Shares10,916
Change+10,916
Value$392.2K
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares10,896 from 10,896
Change0 (0%)
Value$391.5K (+$22.8K)
Filed 2026-10-02
Adamsbrown Wealth Consultants LLC
INCREASED
Shares10,882 from 10,873
Change+9 (+0%)
Value$391.0K (+$23.1K)
Filed 2026-10-20
Financial Management Professionals, Inc.
DECREASED
Shares10,863 from 11,803
Change-940 (-8%)
Value$390.3K (-$9.1K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED
Shares10,846 from 9,214
Change+1,632 (+18%)
Value$389.7K (+$77.9K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
UNCHANGED
Shares10,749 from 10,749
Change0 (0%)
Value$386.2K (+$22.5K)
Filed 2026-11-05
Columbia Bank
UNCHANGED
Shares10,740 from 10,740
Change0 (0%)
Value$385.9K (+$22.4K)
Filed 2026-10-29
Diversified Investment Strategies, LLC
DECREASED
Shares10,704 from 10,949
Change-245 (-2%)
Value$384.6K (+$14.1K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED
Shares10,688 from 10,688
Change0 (0%)
Value$384.0K (+$22.3K)
Filed 2026-10-16
LaFleur & Godfrey LLC
DECREASED
Shares10,675 from 11,297
Change-622 (-6%)
Value$383.6K (+$1.3K)
Filed 2026-10-27
First Security Investment Management, Inc.
INCREASED
Shares10,644 from 10,633
Change+11 (+0%)
Value$382.4K (+$22.6K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares10,616 from 10,605
Change+11 (+0%)
Value$381.4K (+$22.6K)
Filed 2026-10-09
Omega Financial Group, LLC
DECREASED
Shares10,614 from 10,980
Change-366 (-3%)
Value$381.4K (+$9.8K)
Filed 2026-10-29
Optima Capital LLC
DECREASED
Shares10,572 from 15,718
Change-5,146 (-33%)
Value$379.9K (-$152.0K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,550 from 11,063
Change-513 (-5%)
Value$379.1K (+$4.7K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares10,532 from 10,391
Change+141 (+1%)
Value$378.4K (+$26.8K)
Filed 2026-10-21
OFS Enterprise LLC
DECREASED
Shares10,485 from 10,531
Change-46 (0%)
Value$376.7K (+$20.3K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
DECREASED
Shares10,481 from 25,525
Change-15,044 (-59%)
Value$376.6K (-$487.2K)
Filed 2026-10-09
True Blue Financial, LLC
NEW
Shares10,356
Change+10,356
Value$372.1K
Filed 2026-10-15
Albion Financial Group
DECREASED
Shares10,335 from 10,498
Change-163 (-2%)
Value$371.3K (+$16.1K)
Filed 2026-10-21
Western Reserve Capital Management, LLC
INCREASED
Shares10,324 from 10,294
Change+30 (+0%)
Value$370.9K (+$22.6K)
Filed 2026-10-14
Demars Financial Group, LLC
NEW
Shares10,290
Change+10,290
Value$369.7K
Filed 2026-10-22
Redw Wealth LLC
UNCHANGED
Shares10,248 from 10,248
Change0 (0%)
Value$368.2K (+$21.4K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares10,234 from 10,243
Change-9 (0%)
Value$367.7K (+$21.1K)
Filed 2026-11-02
CWA Asset Management Group, LLC
DECREASED
Shares10,057 from 11,741
Change-1,684 (-14%)
Value$361.3K (-$36.0K)
Filed 2026-10-19
Hippocratic Financial Advisors, LLC
NEW
Shares10,046
Change+10,046
Value$361.0K
Filed 2026-10-13
Noesis Capital Mangement Corp
NEW
Shares10,000
Change+10,000
Value$359.3K
Filed 2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED
Shares9,936 from 9,936
Change0 (0%)
Value$357.0K (+$20.8K)
Filed 2026-10-07
Trust Co of the South
UNCHANGED
Shares9,920 from 9,920
Change0 (0%)
Value$356.4K (+$20.7K)
Filed 2026-10-21
Salem Investment Counselors Inc
DECREASED
Shares9,886 from 14,168
Change-4,282 (-30%)
Value$355.2K (-$124.2K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares9,803 from 8,743
Change+1,060 (+12%)
Value$352.2K (+$56.3K)
Filed 2026-10-19
Cahaba Wealth Management, Inc.
INCREASED
Shares9,726 from 9,717
Change+9 (+0%)
Value$349.5K (+$20.7K)
Filed 2026-10-26
Tannin Capital LLC
UNCHANGED
Shares9,719 from 9,719
Change0 (0%)
Value$349.2K (+$20.3K)
Filed 2026-11-05
Telos Capital Management, Inc.
INCREASED
Shares9,678 from 8,448
Change+1,230 (+15%)
Value$347.7K (+$61.8K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares9,678 from 9,772
Change-94 (-1%)
Value$347.7K (+$17.0K)
Filed 2026-11-04
Fonville Wealth Management LLC
INCREASED
Shares9,660 from 9,234
Change+426 (+5%)
Value$347.1K (+$34.6K)
Filed 2026-10-28
Eastern Bank
NEW
Shares9,625
Change+9,625
Value$345.8K
Filed 2026-10-05
Archvest Wealth Advisors, Inc.
INCREASED
Shares9,586 from 9,255
Change+331 (+4%)
Value$344.4K (+$31.2K)
Filed 2026-10-29
Sage Investment Counsel LLC
INCREASED
Shares9,581 from 9,555
Change+26 (+0%)
Value$344.2K (+$20.9K)
Filed 2026-10-26
Palisade Asset Management, LLC
INCREASED
Shares9,536 from 9,462
Change+74 (+1%)
Value$342.6K (+$22.4K)
Filed 2026-11-03
LWM Advisors Inc
INCREASED
Shares9,482 from 9,331
Change+151 (+2%)
Value$340.7K (+$24.9K)
Filed 2026-10-08
Pinkerton Wealth, LLC
INCREASED
Shares9,465 from 9,464
Change+1 (+0%)
Value$340.1K (+$64.4K)
Filed 2026-10-29
Value Investment Professionals, LLC
INCREASED
Shares9,387 from 9,377
Change+10 (+0%)
Value$337.3K (+$19.9K)
Filed 2026-10-13
Glenview Trust Co
UNCHANGED
Shares9,368 from 9,368
Change0 (0%)
Value$336.6K (+$19.6K)
Filed 2026-10-28
NWF Advisory Services Inc.
NEW
Shares9,302
Change+9,302
Value$334.2K
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares9,294 from 9,294
Change0 (0%)
Value$333.9K (+$19.4K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED
Shares9,276 from 9,356
Change-80 (-1%)
Value$333.3K (+$16.7K)
Filed 2026-11-02
Stolper Co
UNCHANGED
Shares9,170 from 9,170
Change0 (0%)
Value$329 (+$19)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares9,146 from 9,020
Change+126 (+1%)
Value$328.6K (+$23.4K)
Filed 2026-10-27
Manuka Financial, LLC
UNCHANGED
Shares9,065 from 9,065
Change0 (0%)
Value$325.7K (+$18.9K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares9,049 from 7,563
Change+1,486 (+20%)
Value$325.1K (+$69.2K)
Filed 2026-10-23
American Financial & TAX Strategies Inc
DECREASED
Shares9,016 from 9,452
Change-436 (-5%)
Value$323.9K (+$4.1K)
Filed 2026-10-16
Cypress Capital Group
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$323.4K (+$18.8K)
Filed 2026-11-03
Saxon Interests, Inc.
UNCHANGED
Shares8,984 from 8,984
Change0 (0%)
Value$322.8K (+$18.8K)
Filed 2026-10-26
Agate Pass Investment Management, LLC
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$320.7K (+$18.7K)
Filed 2026-10-20
Solidarity Wealth, LLC
UNCHANGED
Shares8,921 from 8,921
Change0 (0%)
Value$320.5K (+$18.6K)
Filed 2026-10-15
Bright Futures Wealth Management, Llc.
INCREASED
Shares8,908 from 8,863
Change+45 (+1%)
Value$320.1K (+$20.1K)
Filed 2026-10-23
ERn Financial, LLC
UNCHANGED
Shares8,734 from 8,734
Change0 (0%)
Value$313.8K (+$18.3K)
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
NEW
Shares8,719
Change+8,719
Value$313.3K
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares8,560 from 6,462
Change+2,098 (+32%)
Value$307.6K (+$88.9K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares8,552 from 8,048
Change+504 (+6%)
Value$307.3K (+$34.9K)
Filed 2026-11-02
Morton Brown Family Wealth, LLC
DECREASED
Shares8,540 from 8,751
Change-211 (-2%)
Value$306.8K (+$10.7K)
Filed 2026-10-23
Mirador Capital Partners LP
INCREASED
Shares8,540 from 8,539
Change+1 (+0%)
Value$306.9K (+$17.9K)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares8,515 from 10,822
Change-2,307 (-21%)
Value$306.0K (-$60.2K)
Filed 2026-11-03
Aull & Monroe Investment Management Corp
INCREASED
Shares8,459 from 7,955
Change+504 (+6%)
Value$303.9K (+$34.8K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares8,458 from 8,450
Change+8 (+0%)
Value$303.7K (+$17.8K)
Filed 2026-11-03
JSF Financial, LLC
DECREASED
Shares8,412 from 8,500
Change-88 (-1%)
Value$302.3K (+$14.6K)
Filed 2026-10-22
Equita Financial Network, Inc.
INCREASED
Shares8,408 from 6,820
Change+1,588 (+23%)
Value$302.1K (+$71.3K)
Filed 2026-10-19
Accredited Investor Services, LLC
UNCHANGED
Shares8,387 from 8,387
Change0 (0%)
Value$301.3K (+$17.5K)
Filed 2026-10-22
Trust Point Inc.
INCREASED
Shares8,330 from 8,167
Change+163 (+2%)
Value$299.3K (+$22.9K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
INCREASED
Shares8,325 from 7,892
Change+433 (+5%)
Value$299.1K (+$32.1K)
Filed 2026-10-26
Weitzel Financial Services, Inc.
DECREASED
Shares8,274 from 8,397
Change-123 (-1%)
Value$300.6K (+$15.0K)
Filed 2026-10-16
Rodgers & Associates, LTD
INCREASED
Shares8,264 from 6,748
Change+1,516 (+22%)
Value$296.9K (+$68.6K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares8,224 from 22,619
Change-14,395 (-64%)
Value$295.5K (-$469.9K)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares8,195 from 6,775
Change+1,420 (+21%)
Value$294.5K (+$65.2K)
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares8,136 from 8,136
Change0 (0%)
Value$292.3K (+$17.0K)
Filed 2026-10-16
Stenger Family Office, LLC
DECREASED
Shares8,102 from 9,916
Change-1,814 (-18%)
Value$296.5K (-$80.5K)
Filed 2026-10-22
Axim Planning & Wealth
DECREASED
Shares8,101 from 8,476
Change-375 (-4%)
Value$291.1K (+$4.3K)
Filed 2026-10-28
LFG Wealth Partners, LLC
UNCHANGED
Shares8,042 from 8,042
Change0 (0%)
Value$288.9K (+$16.8K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares8,030 from 8,027
Change+3 (+0%)
Value$289 (-$271.7K)
Filed 2026-10-28
Cove Private Wealth, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$287.4K (+$16.7K)
Filed 2026-10-28
Morton Capital Management LLC
DECREASED
Shares7,964 from 9,884
Change-1,920 (-19%)
Value$286.2K (-$48.3K)
Filed 2026-10-23
Hardin Capital Partners, LLC
INCREASED
Shares7,960 from 6,933
Change+1,027 (+15%)
Value$286.0K (+$51.3K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
DECREASED
Shares7,955 from 10,778
Change-2,823 (-26%)
Value$285.8K (-$78.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares7,942 from 7,528
Change+414 (+6%)
Value$285.4K (+$30.6K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
UNCHANGED
Shares7,916 from 7,916
Change0 (0%)
Value$284.4K (+$16.5K)
Filed 2026-10-27
Grandview Asset Management LLC
DECREASED
Shares7,894 from 88,402
Change-80,508 (-91%)
Value$283.6K (-$2.7M)
Filed 2026-10-19
Turning Point Benefit Group, Inc.
DECREASED
Shares7,878 from 10,804
Change-2,926 (-27%)
Value$283.6K (-$83.9K)
Filed 2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED
Shares7,865 from 7,857
Change+8 (+0%)
Value$282.6K (+$16.7K)
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares7,837 from 7,834
Change+3 (+0%)
Value$281.6K (+$16.5K)
Filed 2026-10-22
marrick wealth, LLC
UNCHANGED
Shares7,820 from 7,820
Change0 (0%)
Value$281.0K (+$16.3K)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares7,819 from 7,636
Change+183 (+2%)
Value$280.9K (+$22.5K)
Filed 2026-10-20
Catalyst Investment Management LLC
DECREASED
Shares7,801 from 10,491
Change-2,690 (-26%)
Value$280.3K (-$74.7K)
Filed 2026-10-21
Barclays PLC
UNCHANGED
Shares7,720 from 7,720
Change0 (0%)
Value$277.4K (+$16.1K)
Filed 2026-11-06
Wolff Financial Management LLC
DECREASED
Shares7,695 from 8,083
Change-388 (-5%)
Value$276.5K (+$3.0K)
Filed 2026-10-23
Penobscot Wealth Management
DECREASED
Shares7,688 from 7,692
Change-4 (0%)
Value$276.2K (+$15.9K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares7,657 from 8,936
Change-1,279 (-14%)
Value$275.1K (-$27.3K)
Filed 2026-10-26
Aviance Capital Partners, LLC
UNCHANGED
Shares7,619 from 7,619
Change0 (0%)
Value$273.7K (+$15.9K)
Filed 2026-10-29
Successful Portfolios LLC
NEW
Shares7,505
Change+7,505
Value$275.6K
Filed 2026-10-09
Montz Harcus Wealth Management LLC
DECREASED
Shares7,494 from 7,973
Change-479 (-6%)
Value$269.3K (-$543)
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares7,431 from 3,894
Change+3,537 (+91%)
Value$267.0K (+$135.2K)
Filed 2026-10-27
Welch Financial Planning, LLC
UNCHANGED
Shares7,392 from 7,392
Change0 (0%)
Value$265.6K (+$15.5K)
Filed 2026-11-06
Cora Capital Advisors LLC
DECREASED
Shares7,366 from 7,406
Change-40 (-1%)
Value$264.7K (+$14.0K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares7,318 from 6,187
Change+1,131 (+18%)
Value$262.9K (+$53.5K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
NEW
Shares7,266
Change+7,266
Value$261.1K
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares7,239 from 7,239
Change0 (0%)
Value$260.1K (+$15.1K)
Filed 2026-10-13
Tanager Wealth Management LLP
DECREASED
Shares7,200 from 7,323
Change-123 (-2%)
Value$258.7K (+$10.9K)
Filed 2026-10-19
Decision Investments, Inc
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$258.7K (+$15.0K)
Filed 2026-10-07
Able Wealth Management LLC
NEW
Shares7,191
Change+7,191
Value$263.9K
Filed 2026-10-13
Accelerate Investment Advisors LLC
DECREASED
Shares7,187 from 10,179
Change-2,992 (-29%)
Value$258.2K (-$86.2K)
Filed 2026-11-02
Meyer Handelman Co
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$255.0K (+$14.8K)
Filed 2026-10-28
Collective Family Office LLC
NEW
Shares7,091
Change+7,091
Value$254.8K
Filed 2026-10-05
Forvis Mazars Wealth Advisors, LLC
NEW
Shares7,086
Change+7,086
Value$254.6K
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares7,059 from 7,171
Change-112 (-2%)
Value$253.7K (+$11.0K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED
Shares7,007 from 7,007
Change0 (0%)
Value$251.8K (+$14.6K)
Filed 2026-11-05
Greenleaf Trust
UNCHANGED
Shares6,976 from 6,976
Change0 (0%)
Value$250.6K (+$14.6K)
Filed 2026-10-29
First Interstate Bank
UNCHANGED
Shares6,959 from 6,959
Change0 (0%)
Value$250.0K (+$14.5K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$249.7K (+$14.5K)
Filed 2026-11-03
Forza Wealth Management, LLC
UNCHANGED
Shares6,948 from 6,948
Change0 (0%)
Value$249.6K (+$14.5K)
Filed 2026-10-20
Prospera Capital Management, LLC
UNCHANGED
Shares6,946 from 6,946
Change0 (0%)
Value$239.8K ($0)
Filed 2026-10-19
Define Financial, LLC
DECREASED
Shares6,928 from 6,971
Change-43 (-1%)
Value$248.9K (+$13.0K)
Filed 2026-10-14
BNC Wealth Management, LLC
DECREASED
Shares6,872 from 6,955
Change-83 (-1%)
Value$246.9K (+$11.6K)
Filed 2026-10-19
Beacon Financial Strategies Corp
UNCHANGED
Shares6,852 from 6,852
Change0 (0%)
Value$246.2K (+$14.3K)
Filed 2026-10-14
Firethorn Wealth Partners, LLC
INCREASED
Shares6,811 from 6,805
Change+6 (+0%)
Value$244.7K (+$14.4K)
Filed 2026-10-14
TrustWell Financial Advisors, LLC
DECREASED
Shares6,793 from 7,561
Change-768 (-10%)
Value$244.1K (-$11.8K)
Filed 2026-10-15
Imc-Chicago, LLC
DECREASED
Shares6,780 from 27,868
Change-21,088 (-76%)
Value$243.6K (-$699.4K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares6,747 from 6,412
Change+335 (+5%)
Value$242.4K (+$25.4K)
Filed 2026-10-09
Rockwood Wealth Management, LLC
UNCHANGED
Shares6,727 from 6,727
Change0 (0%)
Value$241.7K (+$14.1K)
Filed 2026-10-27
Capital Investment Counsel, LLC
DECREASED
Shares6,669 from 7,131
Change-462 (-6%)
Value$239.6K (-$1.7K)
Filed 2026-10-14
Global Financial Private Client, LLC
UNCHANGED
Shares6,634 from 6,634
Change0 (0%)
Value$238.4K (+$13.9K)
Filed 2026-10-15
Moneywise, Inc.
DECREASED
Shares6,620 from 16,208
Change-9,588 (-59%)
Value$237.9K (-$310.6K)
Filed 2026-10-30
Avantra Family Wealth, Inc.
INCREASED
Shares6,617 from 6,325
Change+292 (+5%)
Value$237.7K (+$23.7K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares6,552 from 6,499
Change+53 (+1%)
Value$242.0K (+$22.0K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
NEW
Shares6,530
Change+6,530
Value$234.6K
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares6,478 from 6,449
Change+29 (+0%)
Value$232.8K (+$14.5K)
Filed 2026-10-15
Pittenger & Anderson Inc
UNCHANGED
Shares6,432 from 6,432
Change0 (0%)
Value$231.1K (+$13.4K)
Filed 2026-11-02
Summit Financial Consulting LLC
DECREASED
Shares6,425 from 10,851
Change-4,426 (-41%)
Value$230.9K (-$136.3K)
Filed 2026-10-15
Hartline Investment Corp/
DECREASED
Shares6,404 from 8,028
Change-1,624 (-20%)
Value$230.1K (-$41.6K)
Filed 2026-10-29
Enzi Wealth
NEW
Shares6,400
Change+6,400
Value$234.2K
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares6,393 from 3,254
Change+3,139 (+96%)
Value$229.7K (+$119.6K)
Filed 2026-10-26
One Advisory Partners, LLC
NEW
Shares6,391
Change+6,391
Value$229.6K
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares6,347 from 9,617
Change-3,270 (-34%)
Value$228.0K (-$97.4K)
Filed 2026-10-07
Insight Wealth Strategies, LLC
DECREASED
Shares6,336 from 7,896
Change-1,560 (-20%)
Value$227.7K (-$41.7K)
Filed 2026-10-09
Piscataqua Savings Bank
UNCHANGED
Shares6,334 from 6,334
Change0 (0%)
Value$227.6K (+$13.2K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
NEW
Shares6,315
Change+6,315
Value$226.9K
Filed 2026-10-22
Centennial Wealth Advisory LLC
INCREASED
Shares6,288 from 6,173
Change+115 (+2%)
Value$225.9K (+$17.0K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares6,288 from 6,288
Change0 (0%)
Value$228.6K (+$14.3K)
Filed 2026-11-04
Sheets Smith Wealth Management
INCREASED
Shares6,269 from 6,268
Change+1 (+0%)
Value$225.2K (+$13.1K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
DECREASED
Shares6,230 from 6,389
Change-159 (-2%)
Value$230.1K (+$12.2K)
Filed 2026-10-09
Wespac Advisors, LLC
NEW
Shares6,197
Change+6,197
Value$222.7K
Filed 2026-10-26
MMA Asset Management LLC
DECREASED
Shares6,170 from 6,304
Change-134 (-2%)
Value$221.7K (+$8.4K)
Filed 2026-11-02
Compass Planning Associates Inc
DECREASED
Shares6,108 from 6,655
Change-547 (-8%)
Value$219.5K (-$5.7K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares6,101 from 6,231
Change-130 (-2%)
Value$219.2K (+$8.3K)
Filed 2026-10-15
Palatine Hill Wealth Management, LLC
NEW
Shares6,096
Change+6,096
Value$219.0K
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares6,078 from 6,376
Change-298 (-5%)
Value$218.4K (+$2.6K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares5,981 from 5,981
Change0 (0%)
Value$202.4K ($0)
Filed 2026-10-26
Centurion Wealth Management LLC
UNCHANGED
Shares5,979 from 5,979
Change0 (0%)
Value$214.8K (+$12.5K)
Filed 2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED
Shares5,968 from 5,962
Change+6 (+0%)
Value$214.4K (+$12.7K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
UNCHANGED
Shares5,964 from 5,964
Change0 (0%)
Value$220.3K (+$16.8K)
Filed 2026-10-19
Bennett Selby Investments LP
UNCHANGED
Shares5,924 from 5,924
Change0 (0%)
Value$212.9K (+$12.4K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
NEW
Shares5,917
Change+5,917
Value$212.6K
Filed 2026-10-26
Pflug Koory, LLC
INCREASED
Shares5,888 from 5,882
Change+6 (+0%)
Value$211.6K (+$12.5K)
Filed 2026-10-26
ZWJ Investment Counsel Inc
NEW
Shares5,828
Change+5,828
Value$209.4K
Filed 2026-10-15
Stonebridge Financial Group, LLC
NEW
Shares5,817
Change+5,817
Value$209.0K
Filed 2026-10-01
Sound Income Strategies, LLC
NEW
Shares5,804
Change+5,804
Value$211.4K
Filed 2026-10-09
One Wealth Capital Management, LLC
DECREASED
Shares5,772 from 11,770
Change-5,998 (-51%)
Value$207.4K (-$190.9K)
Filed 2026-10-23
Clearstead Trust, LLC
UNCHANGED
Shares5,756 from 5,756
Change0 (0%)
Value$206.8K (+$12.0K)
Filed 2026-11-06
Financial Partners Group, Inc
NEW
Shares5,742
Change+5,742
Value$206.3K
Filed 2026-10-19
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares5,740 from 6,240
Change-500 (-8%)
Value$206.2K (-$4.9K)
Filed 2026-10-22
NovaPoint Capital, LLC
NEW
Shares5,738
Change+5,738
Value$206.2K
Filed 2026-10-22
One Way Holdings LLC
DECREASED
Shares5,723 from 9,965
Change-4,242 (-43%)
Value$205.6K (-$131.6K)
Filed 2026-10-29
RAM Investment Partners, LLC
NEW
Shares5,668
Change+5,668
Value$203.7K
Filed 2026-10-21
Econ Financial Services Corp
NEW
Shares5,660
Change+5,660
Value$203.4K
Filed 2026-10-19
Mezzasalma Advisors, LLC
NEW
Shares5,600
Change+5,600
Value$201.2K
Filed 2026-10-14
United Community Bank
DECREASED
Shares5,600 from 10,693
Change-5,093 (-48%)
Value$201.2K (-$160.6K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
NEW
Shares5,573
Change+5,573
Value$200.2K
Filed 2026-10-13
Washington Trust Advisors, Inc.
INCREASED
Shares5,530 from 5,524
Change+6 (+0%)
Value$198.7K (+$11.7K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares5,445 from 8,445
Change-3,000 (-36%)
Value$195.6K (-$90.1K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares5,320 from 5,319
Change+1 (+0%)
Value$191.1K (+$11.2K)
Filed 2026-10-02
Kennebec Savings Bank
DECREASED
Shares5,155 from 5,248
Change-93 (-2%)
Value$185.2K (+$7.6K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,969 from 1,304
Change+3,665 (+281%)
Value$178.5K (+$134.4K)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$172.5K (+$10.0K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares4,795 from 4,800
Change-5 (0%)
Value$172.3K (+$9.8K)
Filed 2026-10-14
Citizens National Bank Trust Department
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$155.9K (+$9.1K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$155.3K (+$9.0K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares4,270 from 3,368
Change+902 (+27%)
Value$153.4K (+$39.4K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares4,262 from 4,262
Change0 (0%)
Value$153.1K (+$8.9K)
Filed 2026-10-13
Trust Co
INCREASED
Shares4,219 from 2,697
Change+1,522 (+56%)
Value$151.6K (+$60.3K)
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares4,144
Change+4,144
Value$148.9K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares4,112 from 4,270
Change-158 (-4%)
Value$147.8K (+$3.3K)
Filed 2026-11-04
Mogy Joel R Investment Counsel Inc
INCREASED
Shares4,076 from 1,847
Change+2,229 (+121%)
Value$146.5K (+$83.9K)
Filed 2026-10-13
First Community Trust NA
INCREASED
Shares4,071 from 2,935
Change+1,136 (+39%)
Value$146.3K (+$47.0K)
Filed 2026-10-07
Main Street Group, LTD
INCREASED
Shares4,064 from 4,063
Change+1 (+0%)
Value$146.0K (+$8.5K)
Filed 2026-10-28
MB, Levis & Associates, LLC
INCREASED
Shares4,041 from 4,037
Change+4 (+0%)
Value$145.2K (+$8.6K)
Filed 2026-10-16
Concord Wealth Partners
UNCHANGED
Shares4,006 from 4,006
Change0 (0%)
Value$143.9K (+$8.4K)
Filed 2026-11-02
Legacy Bridge, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$143.7K (+$8.4K)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares3,985 from 2,145
Change+1,840 (+86%)
Value$143.2K (+$70.6K)
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares3,820 from 3,817
Change+3 (+0%)
Value$137.2K (+$8.1K)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares3,712 from 3,732
Change-20 (-1%)
Value$133.4K (+$7.1K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,678 from 3,677
Change+1 (+0%)
Value$132.2K (+$7.7K)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares3,590 from 3,568
Change+22 (+1%)
Value$129.0K (+$8.3K)
Filed 2026-10-15
Sfam, LLC
DECREASED
Shares3,569 from 4,025
Change-456 (-11%)
Value$128.2K (-$8.0K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares3,426 from 2,579
Change+847 (+33%)
Value$123.1K (+$35.8K)
Filed 2026-10-28
Armor Investment Advisors, LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$117.1K (+$6.8K)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares2,992 from 2,989
Change+3 (+0%)
Value$107.5K (+$6.4K)
Filed 2026-10-15
Stone House Investment Management, LLC
INCREASED
Shares2,982 from 2,871
Change+111 (+4%)
Value$107.1K (+$10.0K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
NEW
Shares2,792
Change+2,792
Value$100.3K
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares2,497 from 8,729
Change-6,232 (-71%)
Value$89.7K (-$205.7K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,468 from 3,968
Change-1,500 (-38%)
Value$88.7K (-$45.6K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares2,464 from 1,042
Change+1,422 (+136%)
Value$88.5K (+$53.3K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares2,461 from 2,495
Change-34 (-1%)
Value$88.4K (+$4.0K)
Filed 2026-11-02
Burk Holdings LLC
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$87.0K (+$5.1K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$86.2K (+$5.0K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,352 from 2,860
Change-508 (-18%)
Value$84.5K (-$12.3K)
Filed 2026-10-15
Horizon Financial Services, LLC
UNCHANGED
Shares2,332 from 2,332
Change0 (0%)
Value$83.8K (+$4.9K)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares2,289 from 2,286
Change+3 (+0%)
Value$81.5K (+$3.5K)
Filed 2026-10-29
Highline Wealth Partners LLC
DECREASED
Shares2,284 from 2,982
Change-698 (-23%)
Value$82.1K (-$18.8K)
Filed 2026-10-19
Trust Co of Vermont
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$79.8K (+$4.6K)
Filed 2026-10-21
MTM Investment Management, LLC
INCREASED
Shares2,145 from 1,895
Change+250 (+13%)
Value$77.1K (+$12.9K)
Filed 2026-10-30
City Holding Co
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$75.5K (+$4.4K)
Filed 2026-10-19
Whipplewood Advisors, LLC
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$73.3K (+$4.3K)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares2,025 from 1,825
Change+200 (+11%)
Value$72.8K (+$11.0K)
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares2,016 from 594
Change+1,422 (+239%)
Value$72.4K (+$52.3K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares1,974 from 1,975
Change-1 (0%)
Value$70.9K (+$4.1K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$69.2K (+$4.0K)
Filed 2026-10-16
West Paces Advisors Inc.
INCREASED
Shares1,906 from 1,708
Change+198 (+12%)
Value$68.5K (+$10.7K)
Filed 2026-10-13
Planning Strategies Inc.
DECREASED
Shares1,860 from 2,021
Change-161 (-8%)
Value$66.8K (-$1.6K)
Filed 2026-10-02
EPG Wealth Management LLC
DECREASED
Shares1,836 from 2,337
Change-501 (-21%)
Value$66.0K (-$13.1K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$64.5K (+$3.8K)
Filed 2026-10-01
Owl Creek Wealth Partners LLC
INCREASED
Shares1,744 from 1,720
Change+24 (+1%)
Value$62.7K (+$4.5K)
Filed 2026-10-20
Hanseatic Management Services Inc
NEW
Shares1,711
Change+1,711
Value$61.5K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares1,633
Change+1,633
Value$58.7K
Filed 2026-10-09
Dorato Capital Management
DECREASED
Shares1,605 from 1,776
Change-171 (-10%)
Value$59.2K (-$2.4K)
Filed 2026-10-08
Jnba Financial Advisors
DECREASED
Shares1,591 from 1,919
Change-328 (-17%)
Value$57.2K (-$7.8K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1,430
Change+1,430
Value$51.4K
Filed 2026-11-04
Richardson Financial Services Inc.
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$51.3K (+$3.0K)
Filed 2026-10-30
Kingdom Financial Group Llc.
INCREASED
Shares1,384 from 1,364
Change+20 (+1%)
Value$49.7K (+$3.5K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$49.2K (+$2.6K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$44.3K (+$2.2K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
NEW
Shares1,225
Change+1,225
Value$44.0K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
INCREASED
Shares1,176 from 796
Change+380 (+48%)
Value$42.2K (+$15.3K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares1,147 from 919
Change+228 (+25%)
Value$41.3K (+$10.0K)
Filed 2026-10-16
Phillips Financial Management, LLC
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$36.5K (+$2.1K)
Filed 2026-10-19
Center for Financial Planning, Inc.
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$34.2K (+$2.0K)
Filed 2026-10-26
Country Trust Bank
NEW
Shares902
Change+902
Value$32.4K
Filed 2026-10-30
Morling Financial Advisors, LLC
NEW
Shares881
Change+881
Value$31.7K
Filed 2026-10-28
Westside Investment Management, Inc.
NEW
Shares870
Change+870
Value$31.3K
Filed 2026-11-02
DeDora Capital, Inc.
NEW
Shares825
Change+825
Value$29.6K
Filed 2026-10-26
Valued Wealth Advisors LLC
DECREASED
Shares809 from 860
Change-51 (-6%)
Value$29.1K (-$9)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$28.7K (+$1.7K)
Filed 2026-10-13
Montag A & Associates Inc
NEW
Shares779
Change+779
Value$28.0K
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$27.2K (+$644)
Filed 2026-10-22
Atwood & Palmer Inc
DECREASED
Shares768 from 828
Change-60 (-7%)
Value$27.6K (-$433)
Filed 2026-10-08
Align Financial, LLC
NEW
Shares732
Change+732
Value$26.3K
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares701 from 256
Change+445 (+174%)
Value$25.2K (+$16.5K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares685 from 3,493
Change-2,808 (-80%)
Value$25 (-$118.0K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$23.6K (+$1.4K)
Filed 2026-10-05
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares653 from 609
Change+44 (+7%)
Value$23.5K (+$2.8K)
Filed 2026-10-20
GGM Financial LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$23.2K (+$1.4K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares632 from 631
Change+1 (+0%)
Value$22.7K (+$1.3K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares619 from 617
Change+2 (+0%)
Value$22.2K (+$1.3K)
Filed 2026-10-19
Noble Wealth Management PBC
INCREASED
Shares567 from 529
Change+38 (+7%)
Value$20.4K (+$2.5K)
Filed 2026-10-01
Bangor Savings Bank
DECREASED
Shares540 from 1,840
Change-1,300 (-71%)
Value$19.4K (-$42.9K)
Filed 2026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$18.1K (+$1.1K)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$17.4K (+$879)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$16.5K (+$962)
Filed 2026-10-13
Tower View Wealth Management LLC
INCREASED
Shares431 from 430
Change+1 (+0%)
Value$15.5K (+$916)
Filed 2026-10-23
High Note Wealth, LLC
INCREASED
Shares423 from 355
Change+68 (+19%)
Value$15.2K (+$3.2K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$12.1K (+$702)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares310 from 555
Change-245 (-44%)
Value$11.2K (-$7.6K)
Filed 2026-10-14
Phillip James Consulting Co.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$11.1K (+$648)
Filed 2026-11-03
Nemes Rush Group LLC
NEW
Shares305
Change+305
Value$11.0K
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$10.9K (+$636)
Filed 2026-10-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.8K (+$627)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$9.9K (+$577)
Filed 2026-10-28
James T. Borello RIA
NEW
Shares273
Change+273
Value$9.8K
Filed 2026-10-16
Y.D. More Investments Ltd
DECREASED
Shares250 from 750
Change-500 (-67%)
Value$9.0K (-$16.4K)
Filed 2026-11-02
Chilton Capital Management LLC
NEW
Shares249
Change+249
Value$8.9K
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$8.9K (+$519)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares246
Change+246
Value$8.8K
Filed 2026-10-27
Private Wealth Management Group, LLC
INCREASED
Shares242 from 212
Change+30 (+14%)
Value$8.7K (+$1.5K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares233 from 86
Change+147 (+171%)
Value$8.4K (+$5.4K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$8.4K (+$487)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$7.8K (+$456)
Filed 2026-10-21
Breakwater Investment Management
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$7.8K (+$451)
Filed 2026-10-20
Livelsberger Financial Advisory
NEW
Shares200
Change+200
Value$7.2K
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.2K (+$418)
Filed 2026-10-16
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$6.7K (+$391)
Filed 2026-10-19
Alta Capital Management LLC/
NEW
Shares185
Change+185
Value$6.6K
Filed 2026-10-26
Beacon Capital Management, Inc.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$6.6K (+$384)
Filed 2026-10-13
Register Financial Advisors LLC
NEW
Shares147
Change+147
Value$5.3K
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$5.2K (+$303)
Filed 2026-10-28
Yankcom Partnership
DECREASED
Shares140 from 3,628
Change-3,488 (-96%)
Value$5.0K (-$117.7K)
Filed 2026-10-15
Spurstone Advisory Services, LLC
DECREASED
Shares140 from 146
Change-6 (-4%)
Value$5.0K (+$60)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares139 from 21,535
Change-21,396 (-99%)
Value$5.0K (-$723.8K)
Filed 2026-10-26
Hughes Financial Services, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$4.7K (+$181)
Filed 2026-10-30
City State Bank
DECREASED
Shares109 from 221
Change-112 (-51%)
Value$3.9K (-$3.6K)
Filed 2026-10-20
Go Invest LLC
DECREASED
Shares101 from 608
Change-507 (-83%)
Value$3.6K (-$17.0K)
Filed 2026-10-09
Nfsg Corp
DECREASED
Shares100 from 484
Change-384 (-79%)
Value$3.6K (-$12.8K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.1K (+$178)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.9K (+$167)
Filed 2026-10-28
Robbins Farley
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.5K (+$147)
Filed 2026-10-21
Rydar Equities, Inc.
NEW
Shares68
Change+68
Value$2.5K
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.0K (+$115)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares50 from 40
Change+10 (+25%)
Value$1.8K (+$443)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.3K (+$75)
Filed 2026-10-06
Tompkins Financial Corp
DECREASED
Shares29 from 41
Change-12 (-29%)
Value$1.0K (-$345)
Filed 2026-10-05
Financially Speaking Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$575 (+$108)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$504 (+$30)
Filed 2026-10-21
DecisionPoint Financial, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$468 (+$24)
Filed 2026-10-27
Clayton Financial Group LLC
NEW
Shares11
Change+11
Value$396
Filed 2026-10-13
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 112,454
Change-112,454 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-14
Boyum Wealth Architects LLC
CLOSED
Shares0 from 43,582
Change-43,582 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-06
OMC Financial Services LTD
CLOSED
Shares0 from 28,550
Change-28,550 (-100%)
Value$0 (-$966.1K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 26,128
Change-26,128 (-100%)
Value$0 (-$884.2K)
Filed 2026-10-28
Check Capital Management Inc
CLOSED
Shares0 from 19,600
Change-19,600 (-100%)
Value$0 (-$663.3K)
Filed 2026-11-05
Tull Financial Group, Inc.
CLOSED
Shares0 from 14,495
Change-14,495 (-100%)
Value$0 (-$490.5K)
Filed 2026-11-05
Firestone Capital Management
CLOSED
Shares0 from 12,541
Change-12,541 (-100%)
Value$0 (-$424.4K)
Filed 2026-11-03
Retireful, LLC
CLOSED
Shares0 from 11,899
Change-11,899 (-100%)
Value$0 (-$412.1K)
Filed 2026-10-09
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 11,837
Change-11,837 (-100%)
Value$0 (-$400.6K)
Filed 2026-10-19
Strategic Equity Management
CLOSED
Shares0 from 10,623
Change-10,623 (-100%)
Value$0 (-$359.5K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 10,393
Change-10,393 (-100%)
Value$0 (-$351.7K)
Filed 2026-10-21
First National Trust Co
CLOSED
Shares0 from 9,665
Change-9,665 (-100%)
Value$0 (-$327.1K)
Filed 2026-10-28
Emprise Bank
CLOSED
Shares0 from 8,227
Change-8,227 (-100%)
Value$0 (-$278.4K)
Filed 2026-10-07
Kestra Investment Management, LLC
CLOSED
Shares0 from 8,151
Change-8,151 (-100%)
Value$0 (-$275.8K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 8,116
Change-8,116 (-100%)
Value$0 (-$274.6K)
Filed 2026-10-16
BAM Wealth Management, LLC
CLOSED
Shares0 from 7,279
Change-7,279 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-15
SteelPeak Wealth, LLC
CLOSED
Shares0 from 7,030
Change-7,030 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-16
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 6,644
Change-6,644 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-07
Highland Capital Management, LLC
CLOSED
Shares0 from 6,350
Change-6,350 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-26
Pegasus Asset Management, Inc.
CLOSED
Shares0 from 5,931
Change-5,931 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-03
National Wealth Management Group, LLC
CLOSED
Shares0 from 5,911
Change-5,911 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 4,632
Change-4,632 (-100%)
Value$0 (-$156.8K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 4,562
Change-4,562 (-100%)
Value$0 (-$154.4K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 2,747
Change-2,747 (-100%)
Value$0 (-$93.0K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 1,924
Change-1,924 (-100%)
Value$0 (-$65.5K)
Filed 2026-11-05
Centerpoint Advisors, LLC
CLOSED
Shares0 from 544
Change-544 (-100%)
Value$0 (-$18)
Filed 2026-11-05
CrossGen Wealth, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-01
Bokf, NA
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-27
Key Capital Management, Inc
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-03
Sims Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
Wagner Wealth Management, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$750)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$12 ($0)
Filed 2026-10-15
StrongBox Wealth, LLC
UNCHANGED
Shares0 from 0
Change0
Value$3 ($0)
Filed 2026-11-02
Charles Schwab Investment Management Inc
N/A
Shares— from 121,984,901
Change-121,984,901 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,784,989
Change-61,784,989 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 47,660,218
Change-47,660,218 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 39,212,098
Change-39,212,098 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 38,293,135
Change-38,293,135 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,308,603
Change-19,308,603 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,036,117
Change-19,036,117 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,396,878
Change-18,396,878 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,967,726
Change-16,967,726 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,012,825
Change-16,012,825 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,969,343
Change-10,969,343 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,841,383
Change-10,841,383 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,473,435
Change-10,473,435 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,519,537
Change-9,519,537 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,445,311
Change-8,445,311 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,221,023
Change-8,221,023 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,776,295
Change-7,776,295 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,356,889
Change-7,356,889 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,836,103
Change-6,836,103 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,744,828
Change-6,744,828 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,662,859
Change-6,662,859 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,491,439
Change-4,491,439 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,902,668
Change-3,902,668 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,728,072
Change-3,728,072 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,660,774
Change-3,660,774 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,269,280
Change-3,269,280 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,061,326
Change-3,061,326 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,898,121
Change-2,898,121 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,872,709
Change-2,872,709 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,842,453
Change-2,842,453 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,221,385
Change-2,221,385 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,095,721
Change-2,095,721 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,924,760
Change-1,924,760 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,885,406
Change-1,885,406 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,882,199
Change-1,882,199 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,880,176
Change-1,880,176 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,855,593
Change-1,855,593 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,790,665
Change-1,790,665 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,771,594
Change-1,771,594 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,713,342
Change-1,713,342 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,626,152
Change-1,626,152 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,602,761
Change-1,602,761 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,588,057
Change-1,588,057 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,573,141
Change-1,573,141 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,552,951
Change-1,552,951 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,529,124
Change-1,529,124 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,522,032
Change-1,522,032 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,491,128
Change-1,491,128 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,417,627
Change-1,417,627 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 1,412,717
Change-1,412,717 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,412,525
Change-1,412,525 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,353,786
Change-1,353,786 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 1,339,414
Change-1,339,414 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,304,552
Change-1,304,552 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,271,593
Change-1,271,593 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,246,133
Change-1,246,133 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,168,501
Change-1,168,501 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,146,347
Change-1,146,347 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,104,821
Change-1,104,821 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,069,513
Change-1,069,513 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,059,219
Change-1,059,219 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,035,142
Change-1,035,142 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,029,556
Change-1,029,556 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 991,286
Change-991,286 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 991,224
Change-991,224 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 977,847
Change-977,847 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 959,491
Change-959,491 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 937,247
Change-937,247 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 934,561
Change-934,561 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 916,483
Change-916,483 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 832,673
Change-832,673 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 796,661
Change-796,661 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 777,590
Change-777,590 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 776,885
Change-776,885 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 752,496
Change-752,496 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 749,286
Change-749,286 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 737,508
Change-737,508 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 734,379
Change-734,379 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 724,892
Change-724,892 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 693,962
Change-693,962 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 692,205
Change-692,205 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 686,962
Change-686,962 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 668,557
Change-668,557 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 662,743
Change-662,743 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 639,835
Change-639,835 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 636,680
Change-636,680 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 632,901
Change-632,901 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 632,037
Change-632,037 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 624,732
Change-624,732 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 606,001
Change-606,001 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 600,089
Change-600,089 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 600,051
Change-600,051 (-100%)
Value—
FMR LLC
N/A
Shares— from 597,020
Change-597,020 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 580,688
Change-580,688 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 563,859
Change-563,859 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 549,841
Change-549,841 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 518,026
Change-518,026 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 486,711
Change-486,711 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 479,214
Change-479,214 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 455,079
Change-455,079 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 439,964
Change-439,964 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 436,884
Change-436,884 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 435,197
Change-435,197 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 432,416
Change-432,416 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 425,185
Change-425,185 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 422,899
Change-422,899 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 417,289
Change-417,289 (-100%)
Value—
Betterment LLC
N/A
Shares— from 415,302
Change-415,302 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 411,601
Change-411,601 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 406,763
Change-406,763 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 406,437
Change-406,437 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 403,164
Change-403,164 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 397,800
Change-397,800 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 387,811
Change-387,811 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 383,079
Change-383,079 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 359,676
Change-359,676 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 357,556
Change-357,556 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 355,283
Change-355,283 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 351,261
Change-351,261 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 348,035
Change-348,035 (-100%)
Value—
&partners
N/A
Shares— from 340,541
Change-340,541 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 337,766
Change-337,766 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 336,850
Change-336,850 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 335,004
Change-335,004 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 328,524
Change-328,524 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 327,261
Change-327,261 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 325,020
Change-325,020 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 324,694
Change-324,694 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 324,691
Change-324,691 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 324,195
Change-324,195 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 322,472
Change-322,472 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 320,574
Change-320,574 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 319,200
Change-319,200 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 318,535
Change-318,535 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 317,627
Change-317,627 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 315,465
Change-315,465 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 306,929
Change-306,929 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 306,195
Change-306,195 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 300,947
Change-300,947 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 299,455
Change-299,455 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 294,569
Change-294,569 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 282,570
Change-282,570 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 280,319
Change-280,319 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 274,386
Change-274,386 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 272,139
Change-272,139 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 271,918
Change-271,918 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 271,052
Change-271,052 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 266,774
Change-266,774 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 262,207
Change-262,207 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 256,233
Change-256,233 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 252,161
Change-252,161 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 245,285
Change-245,285 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 241,029
Change-241,029 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 239,933
Change-239,933 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 234,282
Change-234,282 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 226,737
Change-226,737 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 226,197
Change-226,197 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 217,691
Change-217,691 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 208,719
Change-208,719 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 206,121
Change-206,121 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 205,517
Change-205,517 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 205,173
Change-205,173 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 204,829
Change-204,829 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 204,669
Change-204,669 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 198,873
Change-198,873 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 197,883
Change-197,883 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 196,932
Change-196,932 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 195,130
Change-195,130 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 189,740
Change-189,740 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 187,984
Change-187,984 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 187,327
Change-187,327 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 186,849
Change-186,849 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 186,303
Change-186,303 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 186,280
Change-186,280 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 185,701
Change-185,701 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 184,309
Change-184,309 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 184,085
Change-184,085 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 183,325
Change-183,325 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 181,869
Change-181,869 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 179,538
Change-179,538 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 179,482
Change-179,482 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 177,273
Change-177,273 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 177,133
Change-177,133 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 176,793
Change-176,793 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 175,967
Change-175,967 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 173,698
Change-173,698 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 173,660
Change-173,660 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 173,404
Change-173,404 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 172,806
Change-172,806 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 171,477
Change-171,477 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 171,406
Change-171,406 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 171,082
Change-171,082 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 170,297
Change-170,297 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 170,149
Change-170,149 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 169,259
Change-169,259 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 168,937
Change-168,937 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 166,117
Change-166,117 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 163,504
Change-163,504 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 162,537
Change-162,537 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 159,294
Change-159,294 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 152,111
Change-152,111 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 148,904
Change-148,904 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 147,643
Change-147,643 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 147,127
Change-147,127 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 143,023
Change-143,023 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 142,277
Change-142,277 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 141,541
Change-141,541 (-100%)
Value—
Blair William & Co
N/A
Shares— from 140,828
Change-140,828 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 139,269
Change-139,269 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 135,124
Change-135,124 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 131,239
Change-131,239 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 131,162
Change-131,162 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 130,744
Change-130,744 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 129,796
Change-129,796 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 129,510
Change-129,510 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 128,812
Change-128,812 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 128,213
Change-128,213 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 127,251
Change-127,251 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 126,703
Change-126,703 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 124,000
Change-124,000 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 119,086
Change-119,086 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 118,534
Change-118,534 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 117,166
Change-117,166 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 115,423
Change-115,423 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 112,443
Change-112,443 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 111,519
Change-111,519 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 111,289
Change-111,289 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 109,348
Change-109,348 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 108,572
Change-108,572 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 106,520
Change-106,520 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 104,946
Change-104,946 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 103,817
Change-103,817 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 103,466
Change-103,466 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 102,419
Change-102,419 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 101,391
Change-101,391 (-100%)
Value—
Nwam LLC
N/A
Shares— from 99,432
Change-99,432 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 98,429
Change-98,429 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 97,467
Change-97,467 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 94,233
Change-94,233 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 94,155
Change-94,155 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 93,665
Change-93,665 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 91,403
Change-91,403 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 90,025
Change-90,025 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 88,729
Change-88,729 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 85,447
Change-85,447 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 85,060
Change-85,060 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 84,299
Change-84,299 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 83,023
Change-83,023 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 82,676
Change-82,676 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 81,142
Change-81,142 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 80,231
Change-80,231 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 78,374
Change-78,374 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 77,094
Change-77,094 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 76,995
Change-76,995 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 74,185
Change-74,185 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 72,964
Change-72,964 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 72,861
Change-72,861 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 72,626
Change-72,626 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 71,495
Change-71,495 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 70,185
Change-70,185 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 68,900
Change-68,900 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 67,935
Change-67,935 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 67,386
Change-67,386 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 67,024
Change-67,024 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 65,619
Change-65,619 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 64,177
Change-64,177 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 64,114
Change-64,114 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 63,765
Change-63,765 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 63,037
Change-63,037 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 62,838
Change-62,838 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 62,754
Change-62,754 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 62,058
Change-62,058 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 61,669
Change-61,669 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 60,966
Change-60,966 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 60,262
Change-60,262 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 59,907
Change-59,907 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 59,864
Change-59,864 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 56,457
Change-56,457 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 55,716
Change-55,716 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 55,133
Change-55,133 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 54,951
Change-54,951 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 53,866
Change-53,866 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 52,813
Change-52,813 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 52,699
Change-52,699 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 51,563
Change-51,563 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 51,242
Change-51,242 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 50,441
Change-50,441 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 50,232
Change-50,232 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 50,203
Change-50,203 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 50,068
Change-50,068 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 49,592
Change-49,592 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 49,167
Change-49,167 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 48,832
Change-48,832 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 48,708
Change-48,708 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 46,839
Change-46,839 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 46,358
Change-46,358 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 46,159
Change-46,159 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 46,071
Change-46,071 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 46,020
Change-46,020 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 45,061
Change-45,061 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 44,612
Change-44,612 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 44,393
Change-44,393 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 44,393
Change-44,393 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 43,687
Change-43,687 (-100%)
Value—
American Trust
N/A
Shares— from 43,460
Change-43,460 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 42,866
Change-42,866 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 42,393
Change-42,393 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 41,777
Change-41,777 (-100%)
Value—
Commerce Bank
N/A
Shares— from 41,631
Change-41,631 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 41,427
Change-41,427 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 40,903
Change-40,903 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 40,751
Change-40,751 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 40,108
Change-40,108 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 39,424
Change-39,424 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 38,400
Change-38,400 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 38,055
Change-38,055 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 37,561
Change-37,561 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 37,120
Change-37,120 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 37,052
Change-37,052 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 36,860
Change-36,860 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 36,523
Change-36,523 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 36,469
Change-36,469 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 36,390
Change-36,390 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 35,806
Change-35,806 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 35,738
Change-35,738 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 35,543
Change-35,543 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 35,107
Change-35,107 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 34,765
Change-34,765 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 34,589
Change-34,589 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,379
Change-34,379 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 34,149
Change-34,149 (-100%)
Value—
Stephens Inc
N/A
Shares— from 33,928
Change-33,928 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 33,387
Change-33,387 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 33,293
Change-33,293 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 33,114
Change-33,114 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 31,942
Change-31,942 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 31,759
Change-31,759 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 31,431
Change-31,431 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 31,040
Change-31,040 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 30,952
Change-30,952 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 30,919
Change-30,919 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 30,803
Change-30,803 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 30,267
Change-30,267 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 28,531
Change-28,531 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 28,485
Change-28,485 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 27,719
Change-27,719 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 27,510
Change-27,510 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 27,455
Change-27,455 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 27,357
Change-27,357 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,214
Change-27,214 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 27,198
Change-27,198 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 27,133
Change-27,133 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 27,081
Change-27,081 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 26,803
Change-26,803 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 26,788
Change-26,788 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 26,757
Change-26,757 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 26,467
Change-26,467 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 26,337
Change-26,337 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 25,860
Change-25,860 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 25,771
Change-25,771 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 25,660
Change-25,660 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,584
Change-25,584 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 25,318
Change-25,318 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 25,276
Change-25,276 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 24,947
Change-24,947 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 24,138
Change-24,138 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 24,067
Change-24,067 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 24,015
Change-24,015 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 23,557
Change-23,557 (-100%)
Value—
Members Trust Co
N/A
Shares— from 23,486
Change-23,486 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 23,345
Change-23,345 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 23,299
Change-23,299 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 23,212
Change-23,212 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 22,512
Change-22,512 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 22,484
Change-22,484 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 22,469
Change-22,469 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 22,346
Change-22,346 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 22,082
Change-22,082 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 21,812
Change-21,812 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,292
Change-21,292 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 20,934
Change-20,934 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 20,913
Change-20,913 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 20,760
Change-20,760 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 20,742
Change-20,742 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 20,741
Change-20,741 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 20,643
Change-20,643 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 20,432
Change-20,432 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 20,318
Change-20,318 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 20,313
Change-20,313 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 20,127
Change-20,127 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 19,694
Change-19,694 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 19,592
Change-19,592 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 19,558
Change-19,558 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 19,454
Change-19,454 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 19,373
Change-19,373 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 19,349
Change-19,349 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 18,638
Change-18,638 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 18,353
Change-18,353 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 17,617
Change-17,617 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 17,546
Change-17,546 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 17,370
Change-17,370 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 16,929
Change-16,929 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 16,788
Change-16,788 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 16,688
Change-16,688 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 16,307
Change-16,307 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 16,203
Change-16,203 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 16,034
Change-16,034 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 15,834
Change-15,834 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 15,215
Change-15,215 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 15,099
Change-15,099 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 14,747
Change-14,747 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 14,654
Change-14,654 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 14,618
Change-14,618 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,518
Change-14,518 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 14,312
Change-14,312 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 13,720
Change-13,720 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 13,541
Change-13,541 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 13,506
Change-13,506 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 13,347
Change-13,347 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 13,336
Change-13,336 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 13,246
Change-13,246 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 11,995
Change-11,995 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 11,592
Change-11,592 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,857
Change-10,857 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 10,515
Change-10,515 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 10,261
Change-10,261 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 9,664
Change-9,664 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 9,148
Change-9,148 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 8,803
Change-8,803 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Ketron Financial
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,907
Change-7,907 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Summitry LLC
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 7,341
Change-7,341 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,112
Change-7,112 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,120
Change-6,120 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 784
Change-784 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 774
Change-774 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 625
Change-625 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 580
Change-580 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Motco
N/A
Shares— from 547
Change-547 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 501
Change-501 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 467
Change-467 (-100%)
Value—
10Elms LLP
N/A
Shares— from 392
Change-392 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 251
Change-251 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 76
Change-76 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 65
Change-65 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Fund Evaluation Group, LLC
INCREASED16,672,16614,648,669+2,023,497+14%$495.7M$599.0M+$103.4M2026-11-05
Vantagepoint Investment Advisers LLC
DECREASED15,701,29617,067,494-1,366,198-8%$577.6M$564.1M-$13.4M2026-10-26
Avantax Planning Partners, Inc.
DECREASED14,441,78914,951,817-510,028-3%$506.0M$518.9M+$12.9M2026-11-03
Mather Group, Llc.
DECREASED9,850,80213,008,967-3,158,165-24%$440.2M$353.9M-$86.3M2026-10-14
McAdam, LLC
INCREASED8,676,0908,537,060+139,030+2%$288.9M$311.7M+$22.8M2026-10-21
RMG Wealth Management LLC
INCREASED5,903,1965,875,545+27,651+0%$209.2M$206.2M-$3.0M2026-10-26
Thrive Wealth Management, LLC
INCREASED5,450,0805,430,697+19,383+0%$183.8M$195.8M+$12.0M2026-10-13
Focus Financial Network, Inc.
INCREASED4,371,8754,361,225+10,650+0%$147.6M$157.1M+$9.5M2026-10-14
Marquette Asset Management, LLC
INCREASED4,298,7484,293,366+5,382+0%$145.3M$154.5M+$9.2M2026-10-09
Golden Reserve Retirement LLC
INCREASED4,269,7504,249,804+19,946+0%$143.8M$153.4M+$9.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED4,036,9213,627,963+408,958+11%$122.8M$145.0M+$22.3M2026-11-02
Park Avenue Securities LLC
INCREASED3,777,5273,491,855+285,672+8%$118.2M$135.7K-$118.0M2026-10-26
Krilogy Financial LLC
DECREASED3,586,4953,745,015-158,520-4%$126.7M$131.2M+$4.5M2026-10-13
Truist Financial Corp
DECREASED3,357,0613,403,303-46,242-1%$115.2M$120.6M+$5.5M2026-10-30
Thrivent Financial for Lutherans
INCREASED3,356,2733,211,989+144,284+4%$108.7M$120.6K-$108.6M2026-11-05
Gemmer Asset Management LLC
INCREASED3,288,1963,100,787+187,409+6%$104.9M$118.1M+$13.2M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED3,156,7692,979,322+177,447+6%$100.8M$113.4K-$100.7M2026-11-02
Creative Planning
DECREASED3,131,6043,250,027-118,423-4%$110.0M$112.5M+$2.5M2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED3,131,4793,124,543+6,936+0%$105.7M$112.5M+$6.8M2026-10-26
Legacy Financial Strategies, LLC
INCREASED3,010,3892,937,132+73,257+2%$99.4M$108.2M+$8.8M2026-10-15
Lido Advisors, LLC
INCREASED2,845,248665,083+2,180,165+328%$22.5M$102.2M+$79.7M2026-11-04
Kestra Advisory Services, LLC
INCREASED2,833,7942,689,962+143,832+5%$91.0M$101.8M+$10.8M2026-11-02
Assetmark, Inc
DECREASED2,584,3232,587,733-3,4100%$87.6M$92.9M+$5.3M2026-10-21
Angeles Wealth Management, LLC
INCREASED2,533,2552,425,844+107,411+4%$82.1M$91.0M+$8.9M2026-10-26
Charles Schwab Trust Co
INCREASED2,341,8032,310,654+31,149+1%$78.2M$84.1M+$5.9M2026-10-15
Exchange Traded Concepts, LLC
INCREASED2,260,9832,056,897+204,086+10%$69.6M$81.2M+$11.6M2026-10-28
Koshinski Asset Management, Inc.
INCREASED2,252,2122,196,663+55,549+3%$74.3M$80.9M+$6.6M2026-10-29
HRC Wealth Management, LLC
DECREASED2,222,7492,238,645-15,896-1%$75.8M$79.9M+$4.1M2026-10-16
Compound Planning, Inc.
INCREASED2,139,9072,094,006+45,901+2%$70.9M$76.9M+$6.0M2026-11-05
Nadler Financial Group, Inc.
INCREASED2,063,4632,021,747+41,716+2%$68.4M$74.1M+$5.7M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED1,992,6911,892,340+100,351+5%$65.6M$72.6M+$7.0M2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED1,971,8022,128,665-156,863-7%$72.0M$70.8M-$1.2M2026-10-20
Black Diamond Financial, LLC
INCREASED1,877,5451,780,462+97,083+5%$60.3M$67.5M+$7.2M2026-10-26
Midwest Trust Co
INCREASED1,870,1021,761,252+108,850+6%$59.6M$67.2M+$7.6M2026-10-22
HB Wealth Management, LLC
INCREASED1,822,3511,723,874+98,477+6%$58.3M$65.5M+$7.1M2026-10-23
Northern Capital Management, Inc.
DECREASED1,761,7321,779,876-18,144-1%$60.2M$63.3M+$3.1M2026-11-05
Merit Financial Group, LLC
DECREASED1,750,9071,817,577-66,670-4%$61.5M$62.9M+$1.4M2026-11-06
XML Financial, LLC
INCREASED1,719,8731,683,381+36,492+2%$57.0M$61.8M+$4.8M2026-10-29
Affinity Wealth LLC
INCREASED1,705,2901,659,345+45,945+3%$56.2M$59.4M+$3.2M2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED1,685,0141,680,065+4,949+0%$56.9M$60.5M+$3.7M2026-10-27
Burkett Financial Services, LLC
INCREASED1,620,8091,615,100+5,709+0%$54.7M$58.2M+$3.6M2026-10-01
Southern Michigan Bank & Trust
INCREASED1,588,8681,553,292+35,576+2%$52.6M$57.1M+$4.5M2026-10-19
TSG Advice Partners, LLC
NEW1,585,961—+1,585,961——$53.7M—2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED1,544,0541,590,638-46,584-3%$53.8M$55.5M+$1.7M2026-10-16
Midwest Capital Advisors, LLC
DECREASED1,516,2821,739,571-223,289-13%$58.9M$54.5M-$4.4M2026-11-04
GHP Investment Advisors, Inc.
INCREASED1,469,3371,468,755+582+0%$49.7M$52.8M+$3.1M2026-10-15
Triton Wealth Management, Pllc
DECREASED1,459,4321,465,478-6,0460%$50.2M$50.1M-$105.1K2026-11-04
Summit Asset Management, LLC
DECREASED1,428,4131,431,690-3,2770%$48.4M$51.3M+$2.9M2026-11-05
Farther Finance Advisors, LLC
INCREASED1,425,309887,030+538,279+61%$30.0M$51.2M+$21.2M2026-10-08
Visionary Wealth Advisors
INCREASED1,421,4641,402,726+18,738+1%$47.5M$51.1M+$3.6M2026-11-04
Veery Capital, LLC
INCREASED1,390,8021,382,183+8,619+1%$46.8M$50.0M+$3.2M2026-10-07
BIP Wealth, LLC
INCREASED1,298,0101,276,274+21,736+2%$43.2M$46.6M+$3.4M2026-10-22
Facet Wealth, Inc.
DECREASED1,293,4211,300,609-7,188-1%$44.0M$46.5M+$2.5M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED1,271,2591,137,010+134,249+12%$38.5M$45.7M+$7.2M2026-10-16
Curtis Advisory Group, LLC
INCREASED1,262,3631,258,702+3,661+0%$42.6M$45.4M+$2.8M2026-10-28
Valley National Advisers Inc
INCREASED1,225,9311,149,139+76,792+7%$38.9M$44.0M+$5.2M2026-10-23
Mokosak Advisory Group, LLC
INCREASED1,216,6721,206,066+10,606+1%$40.8M$43.7M+$2.9M2026-10-20
Choreo, LLC
DECREASED1,196,0141,252,805-56,791-5%$42.4M$43.0M+$579.0K2026-10-28
Novem Group
DECREASED1,187,5591,192,374-4,8150%$40.3M$42.7M+$2.3M2026-10-19
Financial Synergies Wealth Advisors, Inc.
DECREASED1,177,4651,180,275-2,8100%$39.9M$42.3M+$2.4M2026-10-16
Certuity, LLC
INCREASED1,165,2331,038,460+126,773+12%$35.1M$41.9M+$6.7M2026-11-02
Savant Capital, LLC
DECREASED1,150,7211,638,568-487,847-30%$52.6M$41.3M-$11.3M2026-11-06
Seneca Financial Advisors LLC
INCREASED1,136,1671,105,650+30,517+3%$37.4M$40.8M+$3.4M2026-10-28
Friday Financial
INCREASED1,128,895756,729+372,166+49%$26.0M$40.6M+$14.7M2026-10-09
Pacific Wealth Strategies Group, Inc.
INCREASED1,084,929984,089+100,840+10%$33.3M$39.0M+$5.7M2026-11-02
Serenity Investment Advisors
DECREASED1,083,6981,097,595-13,897-1%$38.5M$38.9M+$411.7K2026-10-30
Richardson Capital Management LLC
INCREASED1,083,2441,044,509+38,735+4%$35.3M$38.9M+$3.6M2026-10-23
Citigroup Inc
INCREASED1,071,9381,000,651+71,287+7%$33.9M$38.5M+$4.7M2026-11-04
CRA Financial Services, LLC
INCREASED1,046,7361,042,267+4,469+0%$35.3M$37.6M+$2.3M2026-10-16
Garde Capital, Inc.
DECREASED989,063994,564-5,501-1%$33.7M$35.5M+$1.9M2026-10-29
Sigma Planning Corp
INCREASED983,084965,245+17,839+2%$32.7M$35.3M+$2.6M2026-10-23
Visionary Horizons, LLC
INCREASED977,071976,851+220+0%$33.1M$35.1M+$2.0M2026-10-22
IFP Advisors, Inc
INCREASED950,919937,753+13,166+1%$31.7M$34.2M+$2.4M2026-10-16
Provident Wealth Management, LLC
DECREASED924,5571,277,545-352,988-28%$43.2M$33.2M-$10.0M2026-10-20
Carolina Wealth Management Inc
INCREASED922,141861,164+60,977+7%$29.1M$33.1M+$4.0M2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED908,375931,425-23,050-2%$31.5M$32.6M+$1.1M2026-10-14
TD Private Client Wealth LLC
INCREASED906,587892,451+14,136+2%$30.2M$32.6M+$2.4M2026-10-28
KRM Wealth Management L.L.C.
INCREASED897,804889,375+8,429+1%$30.1M$32.3M+$2.2M2026-11-02
Ignite Planners, LLC
DECREASED895,801936,080-40,279-4%$31.7M$32.3M+$580.7K2026-10-14
Howard Financial Services, Ltd.
INCREASED889,957811,061+78,896+10%$27.4M$32.0M+$4.5M2026-10-15
Modera Wealth Management, LLC
DECREASED885,661907,291-21,630-2%$30.7M$31.8M+$1.1M2026-10-28
Meridian Wealth Management, LLC
DECREASED885,603889,403-3,8000%$30.1M$31.8M+$1.7M2026-11-05
Brookstone Capital Management
INCREASED877,293830,359+46,934+6%$28.1M$31.5M+$3.4M2026-10-22
Milestone Investment Advisors LLC
DECREASED875,7921,003,833-128,041-13%$34.0M$31.5M-$2.5M2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
INCREASED874,152862,230+11,922+1%$29.2M$31.4M+$2.2M2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED849,348833,309+16,039+2%$28.2M$30.5M+$2.3M2026-10-23
Perigon Wealth Management, LLC
DECREASED837,172865,290-28,118-3%$29.3M$30.1M+$798.2K2026-10-22
Souders Financial Advisors
INCREASED830,185818,488+11,697+1%$27.7M$29.8M+$2.1M2026-11-03
Dagco, Inc.
INCREASED829,414780,001+49,413+6%$26.4M$29.8M+$3.4M2026-10-20
Capital Planning LLC
DECREASED811,581828,430-16,849-2%$28.0M$29.2M+$1.1M2026-10-09
SkyOak Wealth, LLC
INCREASED803,432786,395+17,037+2%$26.6M$28.9M+$2.3M2026-10-28
Compass Financial Group, Inc
INCREASED794,357707,307+87,050+12%$23.9M$28.5M+$4.6M2026-10-13
Weaver Capital Management LLC
DECREASED777,880855,529-77,649-9%$24.9M$27.9M+$3.0M2026-10-15
WBH Advisory Inc
INCREASED766,304725,363+40,941+6%$24.5M$27.5M+$3.0M2026-11-05
Plancorp, LLC
INCREASED753,830316,204+437,626+138%$10.9M$25.9M+$15.0M2026-11-03
Persium Advisors, LLC
DECREASED745,686791,112-45,426-6%$26.8M$26.8M+$21.3K2026-10-07
Fidelis iM, LLC
INCREASED744,281345,029+399,252+116%$11.7M$26.7M+$15.1M2026-10-16
Redhawk Wealth Advisors, Inc.
INCREASED743,229702,640+40,589+6%$23.8M$26.7M+$2.9M2026-10-14
MGO One Seven LLC
DECREASED739,2191,024,415-285,196-28%$34.7M$26.6M-$8.1M2026-10-28
Denver PWM, LLC
DECREASED736,260736,549-2890%$26.4M$26.5M+$92.8K2026-10-22
Unique Wealth, LLC
DECREASED728,990826,801-97,811-12%$28.0M$26.2M-$1.8M2026-10-16
Seek First Inc.
DECREASED723,125728,152-5,027-1%$24.6M$26.0M+$1.3M2026-10-27
Harbor Group, Inc.
DECREASED720,447725,767-5,320-1%$24.6M$25.9M+$1.3M2026-10-14
FSM Wealth Advisors, LLC
INCREASED718,097703,560+14,537+2%$23.8M$26.2M+$2.3M2026-10-27
Independent Financial Group, LLC
INCREASED716,173539,194+176,979+33%$18.2M$25.7M+$7.5M2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED689,650656,757+32,893+5%$22.2M$24.8M+$2.6M2026-10-13
Allegheny Financial Group
INCREASED680,973678,496+2,477+0%$23.0M$24.5M+$1.5M2026-11-05
Oppenheimer & Co Inc
INCREASED675,209643,381+31,828+5%$21.8M$24.3M+$2.5M2026-10-26
Cdkv Holdings LLC
INCREASED660,277659,075+1,202+0%$22.3M$23.7M+$1.4M2026-10-28
Code Waechter LLC
INCREASED659,593611,454+48,139+8%$20.7M$23.7M+$3.0M2026-10-23
Ackerman Capital Advisors, LLC
INCREASED653,813649,144+4,669+1%$22.0M$23.5M+$1.5M2026-10-30
Oasis Advisors, LLC
INCREASED645,730560,237+85,493+15%$19.0M$23.2M+$4.2M2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED630,581681,131-50,550-7%$23.0M$22.7M-$392.7K2026-11-05
Verdence Capital Advisors LLC
INCREASED617,596601,109+16,487+3%$20.3M$22.2M+$1.8M2026-10-26
Keystone Global Partners, LLC
INCREASED616,945560,288+56,657+10%$19.0M$22.2M+$3.2M2026-10-13
RKL Wealth Management LLC
DECREASED616,945627,716-10,771-2%$21.2M$22.2M+$924.9K2026-10-16
Invenio Wealth Partners LLC
DECREASED616,601651,596-34,995-5%$22.1M$22.2M+$104.5K2026-10-20
Mission Wealth Management, LP
DECREASED606,171867,299-261,128-30%$29.3M$21.8M-$7.6M2026-10-15
Clark Wealth Partners
INCREASED604,517594,282+10,235+2%$20.1M$21.7M+$1.6M2026-10-19
Team Financial Group, LLC
INCREASED600,015557,480+42,535+8%$18.9M$21.6M+$2.7M2026-10-30
PPS&V Asset Management Consultants, Inc.
DECREASED590,341598,435-8,094-1%$20.3M$21.2M+$959.9K2026-10-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED578,342649,198-70,856-11%$22.0M$20.8M-$1.2M2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED575,971574,406+1,565+0%$19.4M$20.7M+$1.3M2026-10-16
Simplicity Wealth,LLC
INCREASED569,723498,343+71,380+14%$16.9M$20.5M+$3.6M2026-10-23
James J. Burns & Company, LLC
DECREASED567,698588,416-20,718-4%$19.9M$20.4M+$485.4K2026-10-22
Arista Wealth Management, LLC
INCREASED558,958460,164+98,794+21%$15.6M$20.1M+$4.5M2026-10-29
Weinberger Asset Management, Inc
DECREASED558,370560,085-1,7150%$19.1M$20.1M+$924.1K2026-10-28
Vise Technologies, Inc.
INCREASED555,537223,127+332,410+149%$7.6M$20.0M+$12.4M2026-10-29
J.W. Cole Advisors, Inc.
INCREASED553,499543,703+9,796+2%$18.4M$19.9M+$1.5M2026-11-05
Capital Wealth Management, LLC
INCREASED553,402547,416+5,986+1%$18.5M$19.9M+$1.4M2026-10-27
Smithbridge Asset Management Inc
DECREASED551,462560,486-9,024-2%$19.0M$19.8M+$847.2K2026-10-19
US Bancorp \de\
DECREASED550,042552,455-2,4130%$18.7M$19.8M+$1.1M2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED545,982540,636+5,346+1%$18.3M$19.6M+$1.3M2026-10-29
USAdvisors Wealth Management, LLC
DECREASED542,928548,358-5,430-1%$18.6M$19.5K-$18.5M2026-10-21
Nvest Wealth Strategies, Inc.
DECREASED538,293620,125-81,832-13%$21.0M$19.3M-$1.6M2026-10-14
B&D White Capital Company, LLC
INCREASED535,386415,502+119,884+29%$14.1M$19.2M+$5.2M2026-11-02
Founders Financial Securities LLC
INCREASED528,149219,859+308,290+140%$7.4M$19.0M+$11.5M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED521,355493,453+27,902+6%$16.7M$18.7M+$2.0M2026-10-21
Genesee Capital Advisors, LLC
DECREASED510,783523,577-12,794-2%$17.7M$18.4M+$634.6K2026-10-20
IFS Advisors, LLC
INCREASED510,758501,330+9,428+2%$17.0M$18.4M+$1.4M2026-10-14
Skyline Advisors, Inc.
DECREASED506,741516,796-10,055-2%$17.5M$18.2M+$718.9K2026-11-03
Integrity Alliance, Llc.
INCREASED498,233488,043+10,190+2%$16.5M$17.9M+$1.4M2026-10-29
Asset Allocation Strategies LLC
INCREASED496,675432,563+64,112+15%$14.6M$17.8M+$3.2M2026-10-20
Curbstone Financial Management Corp
DECREASED494,559509,595-15,036-3%$17.2M$17.8M+$524.8K2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED491,234491,767-5330%$16.6M$17.7M+$1.0M2026-10-14
Sage Financial Group Inc
DECREASED491,163495,236-4,073-1%$16.8M$17.6M+$888.7K2026-10-27
D.A. Davidson & Co.
INCREASED485,733471,962+13,771+3%$16.0M$17.5M+$1.5M2026-10-28
Clay Northam Wealth Management, LLC
INCREASED485,037479,132+5,905+1%$16.2M$17.4M+$1.2M2026-10-13
Next Level Wealth Planning, LLC
INCREASED484,856480,417+4,439+1%$16.3M$17.4M+$1.2M2026-10-29
Atria Investments, Inc
DECREASED484,227518,232-34,005-7%$17.5M$17.4M-$138.7K2026-10-15
AMI Investment Management Inc
INCREASED484,060419,819+64,241+15%$14.2M$17.4M+$3.2M2026-10-27
Accel Wealth Management
INCREASED471,846425,646+46,200+11%$14.4M$17.0M+$2.5M2026-10-13
Fiduciary Alliance LLC
DECREASED468,992473,227-4,235-1%$16.0M$16.9M+$836.9K2026-10-13
Mainsail Financial Group, LLC
INCREASED468,045445,973+22,072+5%$15.1M$16.8M+$1.7M2026-10-23
Diversify Advisory Services, LLC
INCREASED467,744227,100+240,644+106%$7.6M$16.8M+$9.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED467,744227,100+240,644+106%$7.6M$16.8M+$9.2M2026-10-20
Chicago Partners Investment Group LLC
INCREASED466,336447,094+19,242+4%$14.9M$16.2M+$1.3M2026-10-27
Peak Wealth Management LLC
INCREASED465,036440,546+24,490+6%$14.9M$16.5M+$1.6M2026-10-26
Kaizen Financial Strategies
DECREASED464,265519,599-55,334-11%$17.7M$16.7M-$1.0M2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED461,884463,988-2,1040%$15.7M$16.6M+$894.1K2026-10-14
Juno Financial Group LLC
INCREASED448,540442,141+6,399+1%$15.0M$16.1M+$1.2M2026-10-27
Schaeffer Financial LLC
INCREASED445,670440,212+5,458+1%$14.9M$16.0M+$1.1M2026-10-23
YHB Investment Advisors, Inc.
DECREASED439,895443,638-3,743-1%$15.0M$15.8M+$792.7K2026-10-08
Prosperitas Financial LLC
DECREASED439,405443,562-4,157-1%$15.0M$15.8M+$777.7K2026-10-28
Gill Capital Partners, LLC
INCREASED431,700425,446+6,254+1%$14.4M$15.5M+$1.1M2026-10-13
Martel Wealth Advisors LLC
DECREASED430,698448,035-17,337-4%$15.2M$15.5M+$313.5K2026-10-14
HBW Advisory Services LLC
INCREASED429,578403,078+26,500+7%$13.6M$15.4M+$1.8M2026-10-15
FAI Advisors, Inc.
INCREASED425,463421,049+4,414+1%$14.2M$15.3M+$1.0M2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED424,508418,771+5,737+1%$14.2M$15.3M+$1.1M2026-10-22
Revolve Wealth Partners, LLC
INCREASED422,201421,950+251+0%$14.3M$15.2M+$890.9K2026-10-23
Powers Advisory Group, LLC
INCREASED411,445407,333+4,112+1%$13.8M$14.8M+$999.1K2026-10-14
Certior Financial Group, LLC
INCREASED407,825400,233+7,592+2%$13.5M$14.7M+$1.1M2026-10-19
PFG Advisors
INCREASED390,358385,935+4,423+1%$13.1M$14.0M+$965.5K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED385,597367,676+17,921+5%$12.4M$13.9M+$1.4M2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
DECREASED384,995579,315-194,320-34%$19.6M$13.8M-$5.8M2026-10-09
Heritage Wealth Management, Inc.
DECREASED383,974389,301-5,327-1%$13.2M$13.8M+$622.2K2026-10-27
Certified Advisory Corp
INCREASED382,800365,708+17,092+5%$12.4M$13.8M+$1.4M2026-10-29
TriaGen Wealth Management LLC
INCREASED378,600377,702+898+0%$12.8M$13.6M+$821.7K2026-10-14
Ring Mountain Capital, LLC
DECREASED373,539374,902-1,3630%$12.7M$13.4M+$734.6K2026-10-13
Womack Financial LLC
INCREASED373,197362,029+11,168+3%$12.3M$13.4M+$1.2M2026-10-14
Portus Wealth Advisors, LLC
INCREASED372,471372,412+59+0%$12.6M$13.4M+$780.5K2026-10-13
Elevation Capital Advisory, LLC
INCREASED369,896205,596+164,300+80%$7.0M$13.3M+$6.3M2026-10-29
Schwallier Wealth Management LLC
DECREASED363,900365,484-1,5840%$12.4M$13.1M+$706.9K2026-11-05
MSH Capital Advisors LLC
INCREASED361,449341,337+20,112+6%$11.6M$13.0M+$1.4M2026-11-03
Clear Point Advisors Inc.
DECREASED358,823362,906-4,083-1%$12.3M$12.9M+$611.8K2026-10-30
Retirement Planning Group, LLC
INCREASED355,299349,899+5,400+2%$11.8M$12.8M+$925.3K2026-10-19
William Mack & Associates, Inc.
DECREASED354,351379,763-25,412-7%$12.9M$12.7M-$119.3K2026-10-27
McCarthy Asset Management, Inc.
DECREASED353,977361,545-7,568-2%$12.2M$12.7M+$483.7K2026-10-20
Flagship Wealth Advisors, LLC
INCREASED352,698349,514+3,184+1%$11.8M$12.7M+$844.9K2026-11-03
Leeward Financial Partners, LLC
DECREASED347,540411,525-63,985-16%$13.9M$12.5M-$1.4M2026-10-23
MBA Advisors LLC
INCREASED347,050341,586+5,464+2%$11.6M$12.5M+$910.2K2026-10-29
Apollon Wealth Management, LLC
INCREASED346,592317,576+29,016+9%$10.7M$12.5M+$1.7M2026-10-23
Everhart Financial Group, Inc.
DECREASED337,943344,737-6,794-2%$11.7M$12.1M+$476.4K2026-10-08
Dhjj Financial Advisors, Ltd.
INCREASED335,471333,458+2,013+1%$11.3M$12.1M+$769.2K2026-10-23
FinDec Wealth Services, Inc.
INCREASED334,987334,533+454+0%$11.3M$12.0M+$715.5K2026-10-30
Valeo Financial Advisors, LLC
INCREASED333,823333,578+245+0%$10.8M$11.5M+$675.7K2026-10-08
Johnson Financial Group, LLC
INCREASED333,739194,287+139,452+72%$6.6M$12.0M+$5.4M2026-11-03
Acorn Wealth Advisors, LLC
INCREASED331,655326,945+4,710+1%$11.1M$11.9M+$852.5K2026-10-19
Snider Financial Group
INCREASED326,894225,974+100,920+45%$7.6M$11.7M+$4.1M2026-10-16
GPM Growth Investors, Inc.
DECREASED324,872335,299-10,427-3%$11.3M$11.7M+$326.1K2026-10-30
Avior Wealth Management, LLC
DECREASED323,081343,794-20,713-6%$11.6M$11.6M-$25.7K2026-10-13
Capital Squared Financial LLC
INCREASED322,908317,534+5,374+2%$10.7M$11.6M+$856.7K2026-10-30
Apex Wealth Management, LLC
INCREASED321,356319,285+2,071+1%$10.8M$11.5M+$741.7K2026-10-20
Councilor Wealth, LLC
DECREASED321,048332,973-11,925-4%$11.3M$11.5M+$267.5K2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED318,440314,910+3,530+1%$10.7M$11.4M+$785.0K2026-10-16
Fairway Financial, LLC
DECREASED317,753344,149-26,396-8%$11.6M$11.4M-$229.2K2026-10-20
LVW Advisors, LLC
DECREASED316,438325,679-9,241-3%$11.0M$11.4M+$348.6K2026-10-19
Warner Financial, Inc
INCREASED312,517306,809+5,708+2%$10.4M$11.2M+$846.3K2026-11-06
MFG Investments, LLC
NEW305,352—+305,352——$11.0M—2026-10-30
Royal Fund Management, LLC
DECREASED302,771304,689-1,918-1%$10.3M$10.9M+$567.9K2026-10-22
Valen Private Capital, LLC
NEW301,414—+301,414——$10.8M—2026-10-23
Wilkins Miller Wealth Management, LLC
INCREASED298,497298,319+178+0%$10.1M$10.7M+$629.9K2026-10-13
New Hampshire Trust
INCREASED296,258291,375+4,883+2%$9.9M$10.6M+$784.4K2026-10-20
BLB&B Advisors, LLC
DECREASED295,788302,843-7,055-2%$10.2M$10.6M+$379.4K2026-10-27
Villere ST Denis J & Co LLC
INCREASED295,231246,998+48,233+20%$8.4M$10.6M+$2.2M2026-11-04
Everest Financial Group LLC
DECREASED292,455325,161-32,706-10%$11.0M$10.5M-$495.6K2026-11-06
Mayfair Advisory Group, LLC
INCREASED283,195251,126+32,069+13%$8.4M$10.2M+$1.8M2026-10-20
Affinity Capital Advisors, LLC
DECREASED283,116288,173-5,057-2%$10.0M$10.4M+$451.1K2026-10-13
Stewardship Concepts Financial Services LLC
DECREASED281,958284,768-2,810-1%$9.6M$10.1M+$494.2K2026-10-06
Fingerlakes Wealth Management, Inc.
INCREASED281,504262,572+18,932+7%$8.9M$10.1M+$1.2M2026-11-04
CoreCap Advisors, LLC
INCREASED278,072271,430+6,642+2%$9.2M$10.0M+$806.0K2026-10-08
Fermata Advisors, LLC
INCREASED276,672182,814+93,858+51%$6.2M$9.9M+$3.8M2026-10-13
Noble Family Wealth, LLC
DECREASED274,542278,570-4,028-1%$9.4M$9.9M+$437.5K2026-10-26
GW Henssler & Associates LTD
INCREASED273,541257,694+15,847+6%$8.7M$9.8M+$1.1M2026-10-26
Courage Miller Partners, LLC
DECREASED273,034276,144-3,110-1%$9.3M$9.8M+$465.4K2026-10-21
Davenport & Co LLC
DECREASED272,730305,854-33,124-11%$10.4M$9.8M-$550.9K2026-10-14
Independent Solutions Wealth Management, LLC
DECREASED268,168283,967-15,799-6%$9.6M$9.6M+$25.8K2026-10-28
Cpwa, LLC
INCREASED265,867262,462+3,405+1%$8.9M$9.7M+$846.3K2026-11-04
RCW Management, LLC
DECREASED265,115267,804-2,689-1%$9.1M$9.5M+$463.1K2026-10-30
RFG Advisory, LLC
INCREASED261,646209,648+51,998+25%$7.1M$9.4M+$2.3M2026-11-03
S&A Financial Services, Inc.
INCREASED261,228260,171+1,057+0%$8.8M$9.4M+$581.8K2026-11-03
Prota Financial, LLC
DECREASED259,759266,635-6,876-3%$9.1M$9.4M+$256.4K2026-10-08
Tenzing Financial LLC
INCREASED257,417247,459+9,958+4%$8.5M$9.2M+$614.1K2026-11-03
Patriot Financial Group Insurance Agency, LLC
DECREASED251,827253,975-2,148-1%$8.6M$9.0M+$453.6K2026-10-14
Cape Investment Advisory, Inc.
DECREASED250,997252,801-1,804-1%$8.6M$9.0M+$463.5K2026-10-13
Csenge Advisory Group
DECREASED249,643250,596-9530%$8.5M$9.0M+$489.5K2026-11-04
Grey Ledge Advisors, LLC
INCREASED248,210235,071+13,139+6%$8.0M$8.9M+$963.1K2026-11-02
Peachtree Investment Partners, LLC
DECREASED247,565282,747-35,182-12%$9.6M$8.9M-$673.2K2026-11-05
Westbourne Investment Advisors, Inc.
INCREASED246,301238,852+7,449+3%$8.1M$8.8M+$766.8K2026-10-20
Bishop & Co Investment Management, LLC
DECREASED245,400248,193-2,793-1%$8.4M$8.8M+$418.4K2026-11-05
Nestegg Advisors, Inc.
INCREASED243,388232,176+11,212+5%$7.9M$8.7M+$888.1K2026-10-21
Cambridge Advisors Inc.
DECREASED241,903242,353-4500%$8.2M$8.7M+$490.3K2026-10-19
First Affirmative Financial Network
NEW240,704—+240,704——$8.6M—2026-10-21
Valpey Financial Services, LLC
DECREASED237,652239,215-1,563-1%$8.1M$8.5M+$443.8K2026-10-30
Selby Wealth Management, LLC
INCREASED236,767231,597+5,170+2%$7.8M$8.5M+$669.8K2026-10-16
Bank of New York Mellon Corp
DECREASED236,300237,535-1,235-1%$8.0M$8.5M+$452.1K2026-11-05
Orgel Wealth Management, LLC
INCREASED236,028227,877+8,151+4%$7.7M$8.5M+$769.1K2026-10-14
Claro Advisors Inc.
INCREASED235,659226,006+9,653+4%$7.6M$8.5M+$819.2K2026-11-02
Rossby Financial, LCC
DECREASED234,089332,494-98,405-30%$11.3M$8.4M-$2.8M2026-11-05
Liberty Capital Management, Inc.
DECREASED233,304235,164-1,860-1%$8.0M$8.4M+$424.7K2026-11-02
Macroview Investment Management LLC
INCREASED224,785223,933+852+0%$7.6M$8.1M+$498.6K2026-10-26
Anchor Capital Advisors LLC
INCREASED223,696206,771+16,925+8%$7.0M$8.0M+$1.0M2026-11-05
Dynamic Advisor Solutions LLC
DECREASED222,112230,937-8,825-4%$7.8M$8.0M+$165.6K2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED220,338220,706-3680%$7.5M$7.9M+$448.0K2026-10-30
PNC Financial Services Group, Inc.
DECREASED219,742221,890-2,148-1%$7.5M$7.9M+$386.6K2026-11-06
Madden Securities Corp
DECREASED218,815227,235-8,420-4%$7.7M$7.9M+$172.4K2026-10-27
D.B. Root & Company, LLC
DECREASED218,153223,985-5,832-3%$7.6M$7.8M+$258.6K2026-11-04
Keudell ison Wealth Management
INCREASED217,135196,784+20,351+10%$6.7M$7.8M+$1.1M2026-10-16
Gleason Group, Inc.
DECREASED214,841221,752-6,911-3%$7.5M$7.7M+$215.1K2026-10-15
Sightline Wealth Advisors, LLC
INCREASED210,122147,121+63,001+43%$5.0M$7.5M+$2.6M2026-10-21
Seven Hills Financial, LLC
NEW210,120—+210,120——$7.5M—2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED208,608146,694+61,914+42%$4.9M$7.5M+$2.6M2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED206,73297,061+109,671+113%$3.4M$7.4M+$4.0M2026-10-21
Plus Group Wealth Advisors LLC
INCREASED206,287179,550+26,737+15%$6.1M$7.4M+$1.3M2026-10-19
SeaCrest Wealth Management, LLC
INCREASED205,057197,794+7,263+4%$6.7M$7.4M+$674.4K2026-10-21
Guardian Financial Partners, LLC
DECREASED201,444202,016-5720%$6.8M$7.2M+$401.6K2026-11-04
Clearstead Advisors, LLC
INCREASED201,003199,782+1,221+1%$6.8M$7.2M+$461.4K2026-11-06
JFS Wealth Advisors, LLC
DECREASED199,533202,784-3,251-2%$6.9M$7.2M+$307.0K2026-11-03
Spectrum Asset Management, Inc. (NB )
INCREASED197,461181,120+16,341+9%$6.1M$7.1M+$965.7K2026-10-19
Integrated Advisors Network LLC
DECREASED197,023231,585-34,562-15%$7.8M$7.1M-$757.8K2026-10-20
Cambridge Capital Management, LLC
INCREASED193,005191,614+1,391+1%$6.5M$6.9M+$450.5K2026-10-19
Silverlake Wealth Management LLC
INCREASED192,863187,661+5,202+3%$6.4M$6.9M+$579.1K2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED189,651208,689-19,038-9%$7.1M$6.8M-$247.9K2026-10-21
Fifth Third Securities, Inc.
INCREASED188,242179,062+9,180+5%$6.1M$6.8M+$704.1K2026-10-21
First National Bank Sioux Falls
DECREASED186,135283,851-97,716-34%$9.1M$6.7M-$2.4M2026-10-13
Trek Financial, LLC
INCREASED182,735177,075+5,660+3%$6.0M$6.6M+$573.4K2026-10-29
Cambridge Financial Group, LLC
UNCHANGED178,929178,92900%$6.1M$6.1M$02026-10-06
Retirement Guys Formula LLC
INCREASED174,074133,514+40,560+30%$4.5M$6.3M+$1.7M2026-10-26
Cooper Financial Group
INCREASED173,321160,221+13,100+8%$5.4M$6.2M+$805.6K2026-10-07
Burns Matteson Capital Management, LLC
INCREASED171,986170,936+1,050+1%$5.8M$6.2M+$395.0K2026-10-16
Steele Capital Management, Inc.
DECREASED171,950175,472-3,522-2%$5.9M$6.2M+$240.2K2026-11-02
Harbor Asset Planning, Inc.
INCREASED170,788170,469+319+0%$5.8M$6.1M+$367.6K2026-10-23
Long Island Wealth Management, Inc.
INCREASED170,608170,594+14+0%$5.8M$6.1M+$357.0K2026-10-20
Uniting Wealth Partners, LLC
INCREASED169,292168,879+413+0%$5.7M$6.1M+$367.8K2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED168,987162,769+6,218+4%$5.5M$6.1M+$563.6K2026-10-09
Hengehold Capital Management LLC
INCREASED167,992166,910+1,082+1%$5.6M$6.0M+$387.7K2026-10-16
LongView Wealth Management
INCREASED167,566153,019+14,547+10%$5.2M$6.0M+$842.5K2026-10-19
Kestra Private Wealth Services, LLC
DECREASED166,666171,769-5,103-3%$5.8M$6.0M+$175.7K2026-10-30
Eagle Capital Management, LLC
INCREASED163,138158,776+4,362+3%$5.4K$5.9K+$4892026-10-19
Creative Financial Designs Inc
INCREASED161,702150,122+11,580+8%$5.1M$5.8M+$729.9K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED161,574161,452+122+0%$5.5M$5.8M+$341.8K2026-10-22
Bigelow Investment Advisors, LLC
INCREASED161,560161,426+134+0%$5.5M$5.8M+$342.2K2026-10-13
Nabity-Jensen Investment Management Inc
UNCHANGED161,339161,33900%$5.5M$5.8M+$337.2K2026-10-23
Brown Wealth Management, LLC
INCREASED161,187158,482+2,705+2%$5.4M$5.8M+$428.4K2026-10-20
Oppenheimer Asset Management Inc.
INCREASED159,917144,279+15,638+11%$4.9M$5.7M+$863.4K2026-10-27
Brandywine OAK Private Wealth LLC
INCREASED158,141137,636+20,505+15%$4.7M$5.7M+$1.0M2026-10-23
Milestone Asset Management Group, LLC
INCREASED155,329154,873+456+0%$5.2M$5.6M+$340.1K2026-10-20
KPP Advisory Services LLC
INCREASED153,785153,145+640+0%$5.2M$5.5M+$343.1K2026-10-26
Strategic Blueprint, LLC
DECREASED153,139153,167-280%$5.2M$5.5M+$319.1K2026-10-22
Boyd Wealth Management, LLC
DECREASED152,492153,363-871-1%$5.2M$5.5M+$289.2K2026-10-20
HCR Wealth Advisors
DECREASED152,240152,848-6080%$5.2M$5.5M+$297.6K2026-10-15
Winthrop Capital Management, LLC
INCREASED150,971150,856+115+0%$5.1M$5.4M+$319.4K2026-11-05
BridgePort Financial Solutions, LLC
INCREASED150,865149,572+1,293+1%$5.1M$5.4M+$359.0K2026-11-02
RTD Financial Advisors, Inc.
DECREASED149,487151,846-2,359-2%$5.1M$5.4M+$232.6K2026-10-09
Arcadia Investment Advisors LLC
DECREASED148,472150,647-2,175-1%$5.1M$5.3M+$236.7K2026-10-13
Asset Dedication, LLC
DECREASED148,422152,290-3,868-3%$5.2M$5.3M+$179.3K2026-11-03
Larson Financial Group LLC
INCREASED146,875126,302+20,573+16%$4.3M$5.3M+$1.0M2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED146,227145,138+1,089+1%$4.9M$5.3M+$342.5K2026-10-27
Heirloom Wealth Management
INCREASED145,201137,969+7,232+5%$4.7M$5.2M+$548.2K2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED144,335141,784+2,551+2%$4.8M$5.2M+$388.0K2026-11-02
Midwest Financial Group LLC
INCREASED143,450142,537+913+1%$4.8M$5.2M+$330.7K2026-10-15
Barden Capital Management, Inc.
DECREASED142,174143,768-1,594-1%$4.9M$5.1M+$243.2K2026-10-09
Cornerstone Planning Group LLC
INCREASED141,068138,794+2,274+2%$4.7M$5.2M+$456.9K2026-10-16
Milestone Asset Management, LLC
DECREASED140,706166,901-26,195-16%$5.6M$5.1M-$592.3K2026-10-15
Advisory Solutions Group, LLC
DECREASED140,078143,020-2,942-2%$4.8M$5.0M+$193.2K2026-10-14
Diversified Enterprises, LLC
DECREASED139,786144,369-4,583-3%$4.9M$5.0M+$137.1K2026-10-19
Root Financial Partners, LLC
INCREASED139,22135,380+103,841+294%$1.2M$5.0M+$3.8M2026-10-21
Central Trust Co
INCREASED139,179138,304+875+1%$4.7M$5.0M+$320.5K2026-11-05
Tempus Wealth Planning, LLC
INCREASED139,150131,508+7,642+6%$4.5M$5.0M+$549.4K2026-10-14
Monetary Solutions, Ltd
DECREASED135,862136,715-853-1%$4.6M$4.9M+$255.1K2026-10-22
Dahring | Cusmano LLC
DECREASED135,057468,147-333,090-71%$15.8M$4.9M-$11.0M2026-11-03
Fagan Associates, Inc.
DECREASED133,767136,856-3,089-2%$4.6M$4.8M+$175.0K2026-10-13
Columbus Macro, LLC
DECREASED133,670137,795-4,125-3%$4.7M$4.8M+$139.8K2026-10-14
Piedmont Capital Management, LLC
INCREASED132,190125,422+6,768+5%$4.2M$4.7M+$505.3K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED131,996121,666+10,330+8%$4.1M$4.7M+$625.4K2026-10-27
Victory Financial Group, LLC
INCREASED130,40423,805+106,599+448%$805.6K$4.7M+$3.9M2026-10-27
Focused Alpha, LLC
INCREASED129,280123,142+6,138+5%$4.2M$4.6M+$477.9K2026-10-20
Compass Financial Management LLC
INCREASED128,930127,310+1,620+1%$4.5M$4.6M+$169.4K2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED128,225121,722+6,503+5%$4.1M$4.6M+$488.1K2026-10-15
United Advisor Group, LLC
DECREASED126,858129,393-2,535-2%$4.4M$4.6M+$179.3K2026-11-03
King Luther Capital Management Corp
INCREASED124,761121,858+2,903+2%$4.1M$4.5M+$359.0K2026-11-05
Prospera Financial Services Inc
INCREASED124,651110,289+14,362+13%$3.7M$4.3M+$546.0K2026-11-04
Arsenal Capital Advisors LLC
INCREASED123,436104,079+19,357+19%$3.5M$4.4M+$913.0K2026-11-02
GenWealth Group, Inc.
DECREASED122,526122,859-3330%$4.2M$4.4M+$244.8K2026-10-16
Partners Wealth Management, LLC
NEW122,098—+122,098——$4.4M—2026-10-28
Guerra PAN Advisors, LLC
DECREASED122,068122,979-911-1%$4.2M$4.3M+$181.6K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED121,344110,440+10,904+10%$3.7M$4.4M+$622.6K2026-10-13
Allen Capital Group, LLC
DECREASED121,287121,529-2420%$4.1M$4.4M+$245.3K2026-10-27
Schmidt P J Investment Management Inc
DECREASED120,519131,302-10,783-8%$4.4M$4.3M-$113.0K2026-11-02
Spire Wealth Management
INCREASED120,151109,082+11,069+10%$3.7M$4.3M+$625.7K2026-10-30
Bfsg, LLC
INCREASED117,064116,783+281+0%$4.0M$4.2M+$254.2K2026-10-30
Axxcess Wealth Management, LLC
INCREASED117,05992,436+24,623+27%$3.1M$4.2M+$1.1M2026-10-21
Joseph Group Capital Management
DECREASED116,988118,696-1,708-1%$4.0M$4.2M+$186.7K2026-11-04
Parallel Advisors, LLC
DECREASED115,631115,852-2210%$3.9M$4.2M+$234.2K2026-11-03
SAX Wealth Advisors, LLC
DECREASED112,619129,986-17,367-13%$3.8M$4.0M+$259.9K2026-10-13
Linscomb Wealth, Inc.
DECREASED111,413112,528-1,115-1%$3.8M$4.0M+$195.1K2026-11-05
Archer Investment Management, LLC
DECREASED110,121127,697-17,576-14%$4.3M$4.0M-$364.6K2026-10-13
Wedmont Private Capital
INCREASED110,007106,492+3,515+3%$3.7M$4.0M+$316.5K2026-10-09
Clear Creek Financial Management, LLC
INCREASED108,87599,984+8,891+9%$3.4M$3.9M+$528.4K2026-10-28
Elevated Financial Group LLC
DECREASED108,752120,564-11,812-10%$4.1M$3.9M-$172.4K2026-10-16
FC Advisory LLC
DECREASED107,439108,424-985-1%$3.7M$3.9M+$191.2K2026-10-05
James Investment Research, Inc.
INCREASED107,424104,870+2,554+2%$3.5M$3.9M+$310.9K2026-10-22
Parkside Financial Bank & Trust
DECREASED107,397108,263-866-1%$3.7M$3.9M+$195.2K2026-10-27
Revisor Wealth Management LLC
DECREASED106,720112,463-5,743-5%$3.8M$3.8M-$45.7K2026-10-20
Systelligence, LLC
INCREASED106,54538,389+68,156+178%$1.3M$16.8M+$15.5M2026-11-05
Downshift Financial, LLC
UNCHANGED106,320106,32000%$3.6M$3.8M+$222.2K2026-10-13
Thayer Financial, L.L.C.
INCREASED106,144103,209+2,935+3%$3.5M$3.8M+$328.6K2026-10-21
Guardian Asset Advisors, LLC
INCREASED106,04082,953+23,087+28%$2.8M$3.8M+$1.0M2026-10-16
Avestar Capital, LLC
DECREASED105,727107,024-1,297-1%$3.6M$3.8M+$177.1K2026-10-28
Apella Capital, LLC
DECREASED105,093113,098-8,005-7%$3.9M$3.9M-$5.6K2026-10-08
CFG Wealth Management Services, Inc.
DECREASED103,992134,418-30,426-23%$3.9M$3.7M-$171.9K2026-10-21
Santori & Peters, Inc.
INCREASED102,65294,530+8,122+9%$3.2M$3.7M+$489.4K2026-10-26
Alliance Wealth Management Group
DECREASED102,064102,084-200%$3.5M$3.7M+$212.6K2026-10-29
Towercrest Capital Management
DECREASED102,064102,084-200%$3.5M$3.7M+$212.6K2026-10-23
Cypress Financial Planning LLC
DECREASED101,248101,919-671-1%$3.4M$3.6M+$188.9K2026-10-09
Archford Capital Strategies, LLC
DECREASED100,654375,554-274,900-73%$12.7M$3.6M-$9.1M2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED99,975102,227-2,252-2%$3.5M$3.6M+$132.7K2026-10-08
Livet Wealth, LLC
DECREASED97,455101,590-4,135-4%$3.4M$3.5M+$63.7K2026-10-27
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED96,79898,029-1,231-1%$3.3M$3.5M+$160.7K2026-10-15
Highland Financial Advisors, LLC
INCREASED96,64896,624+24+0%$3.3M$3.5M+$202.8K2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED96,50494,045+2,459+3%$3.2M$3.5M+$284.9K2026-11-04
Aire Advisors, LLC
DECREASED95,919111,632-15,713-14%$3.8M$3.4M-$331.3K2026-10-22
Wesbanco Bank Inc
DECREASED93,351158,447-65,096-41%$5.4M$3.4M-$2.0M2026-11-04
Birchbrook, Inc.
DECREASED93,21594,049-834-1%$3.2M$3.3M+$166.6K2026-10-14
Pacific Capital Wealth Advisors, Inc.
UNCHANGED92,27492,27400%$3.1M$3.3M+$192.9K2026-10-22
WealthPoint Financial, LLC
INCREASED91,86988,625+3,244+4%$3.0M$3.3M+$301.8K2026-11-03
WPG Advisers, LLC
INCREASED91,39989,641+1,758+2%$3.0M$3.3M+$250.5K2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW91,366—+91,366——$3.3M—2026-10-16
BG Investment Services, LLC
DECREASED91,27092,584-1,314-1%$3.1M$3.3M+$146.3K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED91,02998,507-7,478-8%$3.3M$3.3M-$62.8K2026-10-21
Bensler, LLC
DECREASED89,76892,550-2,782-3%$3.1M$3.2M+$93.5K2026-11-05
Indivisible Partners
INCREASED88,38656,614+31,772+56%$1.9M$3.2M+$1.3M2026-10-26
Michels Family Financial, LLC
INCREASED88,06582,865+5,200+6%$2.8M$3.2M+$360.0K2026-11-02
Avity Investment Management Inc.
UNCHANGED85,02285,02200%$2.9M$3.1M+$177.7K2026-10-09
Whitener Capital Management, Inc.
INCREASED83,33280,756+2,576+3%$2.7M$3.0M+$261.3K2026-10-15
J. Derek Lewis & Associates Inc.
DECREASED82,86098,023-15,163-15%$3.3M$3.0M-$339.9K2026-11-03
AlphaCore Capital LLC
INCREASED82,79582,350+445+1%$2.8M$3.0M+$188.1K2026-11-04
Millennium Capital Advisors, LLC
INCREASED82,53382,260+273+0%$2.8M$3.0M+$181.7K2026-10-16
Hurley Capital, LLC
INCREASED82,26982,197+72+0%$2.8M$3.0M+$174.4K2026-11-05
Fifth Third Bancorp
INCREASED80,91567,918+12,997+19%$2.3M$2.9M+$608.9K2026-11-05
Scott Capital Advisors, LLC
DECREASED80,66790,777-10,110-11%$3.1M$3.0M-$97.7K2026-10-13
Tenret Co LLC
NEW80,468—+80,468——$2.9M—2026-11-02
Basso Capital Management, L.P.
DECREASED80,45280,612-1600%$2.7M$2.9M+$162.7K2026-10-30
Sage Mountain Advisors LLC
UNCHANGED80,43580,43500%$2.7M$2.9M+$168.1K2026-11-02
Embree Financial Group
DECREASED80,385110,865-30,480-27%$3.8M$2.9M-$863.5K2026-10-22
LexAurum Advisors, LLC
DECREASED80,23685,267-5,031-6%$2.9M$2.9M-$2.6K2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED79,91879,876+42+0%$2.7M$2.9M+$168.5K2026-10-27
Davis Capital Management
INCREASED79,73270,116+9,616+14%$2.4M$2.9M+$492.0K2026-10-08
Werba Rubin Papier Wealth Management
DECREASED79,43883,102-3,664-4%$2.8M$2.9M+$42.0K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED78,11076,405+1,705+2%$2.6M$2.8M+$221.0K2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED78,07977,903+176+0%$2.6M$2.8M+$169.1K2026-11-03
HUB Investment Partners, LLC
INCREASED78,07373,382+4,691+6%$2.5M$2.8M+$321.9K2026-11-03
Old Port Advisors
INCREASED77,81874,672+3,146+4%$2.5M$2.8M+$269.1K2026-10-23
Aventus Investment Advisors, Inc.
DECREASED77,79178,463-672-1%$2.7M$2.8M+$139.8K2026-10-09
Andrews Advisory Associates, LLC
INCREASED75,25968,284+6,975+10%$2.3M$2.7M+$393.3K2026-10-15
Ocean Park Asset Management, LLC
NEW74,396—+74,396——$2.7M—2026-10-21
First County Bank
INCREASED73,67865,198+8,480+13%$2.2M$2.6M+$441.0K2026-10-13
Tactive Advisors, LLC
DECREASED73,45785,523-12,066-14%$2.9M$2.6M-$254.8K2026-10-08
Asset One Wealth Management LLC
INCREASED73,19069,102+4,088+6%$2.4M$2.6M+$218.1K2026-11-02
Verus Capital Partners, LLC
DECREASED72,80678,008-5,202-7%$2.6M$2.6M-$23.9K2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED72,66373,231-568-1%$2.5M$2.6M+$132.7K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED72,49878,058-5,560-7%$2.6M$2.6M-$36.5K2026-10-30
Old National Bancorp
DECREASED71,84172,707-866-1%$2.5M$2.6M+$120.8K2026-10-20
Beaumont Financial Advisors, LLC
UNCHANGED71,42671,42600%$2.4M$2.6M+$149.3K2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED70,80269,502+1,300+2%$2.4M$2.5M+$192.0K2026-10-07
Duncker Streett & Co Inc
DECREASED70,67372,318-1,645-2%$2.4M$2.5M+$92.0K2026-10-27
Venture Visionary Partners LLC
INCREASED70,5377,280+63,257+869%$246.4K$2.5M+$2.3M2026-10-07
Appleton Partners Inc
INCREASED70,00969,224+785+1%$2.3M$2.5K-$2.3M2026-10-30
Capital CS Group, LLC
DECREASED69,44986,248-16,799-19%$2.9M$2.5M-$423.3K2026-10-29
Reston Wealth Management LLC
DECREASED69,37871,191-1,813-3%$2.4M$2.5M+$83.6K2026-10-29
Equity Wealth Partners, LLC
DECREASED68,77069,185-415-1%$2.3M$2.5M+$129.7K2026-10-26
Atlas Wealth Partners, LLC
INCREASED68,62667,754+872+1%$2.3M$2.5M+$172.9K2026-11-03
Chesley Taft & Associates LLC
UNCHANGED68,21868,21800%$2.3M$2.5M+$142.6K2026-10-13
R. W. Roge & Company, Inc.
DECREASED67,11867,699-581-1%$2.3M$2.4K-$2.3M2026-11-04
Townsend Asset Management Corp
DECREASED66,83767,002-1650%$2.3M$2.4M+$134.1K2026-10-29
RDA Financial Network
INCREASED66,64256,782+9,860+17%$1.9M$2.4M+$472.9K2026-10-15
Cooper S Advisors, LLC
DECREASED66,51766,531-140%$2.3M$2.4M+$138.6K2026-11-03
Signaturefd, LLC
INCREASED66,31166,307+4+0%$2.2M$2.4M+$138.7K2026-10-23
Strategic Advisors LLC
DECREASED65,92267,381-1,459-2%$2.3M$2.4M+$88.4K2026-10-13
Montis Financial, LLC
DECREASED65,74167,303-1,562-2%$2.3M$2.4M+$84.5K2026-11-04
Crescent Sterling, Ltd.
DECREASED65,22467,552-2,328-3%$2.3M$2.3M+$57.5K2026-10-16
K2 Financial Inc.
INCREASED64,91164,657+254+0%$2.2M$2.4M+$142.5K2026-10-26
Ballast Financial Advisors LLC
DECREASED64,44768,197-3,750-5%$2.3M$2.3M+$7.8K2026-10-26
Sacks & Associates, LLC
DECREASED64,17671,859-7,683-11%$2.5M$2.3M-$149.6K2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED62,95742,377+20,580+49%$1.4M$2.3M+$828.0K2026-10-16
Carnegie Investment Counsel
DECREASED62,92566,239-3,314-5%$2.2M$2.3M+$19.3K2026-10-20
Stewardship Advisors, LLC
DECREASED62,75073,365-10,615-14%$2.5M$2.3M-$228.1K2026-10-20
Quadcap Wealth Management, LLC
DECREASED62,29864,049-1,751-3%$2.2M$2.2M+$71.0K2026-11-02
Signet Investment Advisory Group, Inc.
INCREASED61,90961,286+623+1%$2.1M$2.2M+$150.5K2026-10-30
Signal Advisors Wealth, LLC
INCREASED61,12045,767+15,353+34%$1.5M$2.2M+$647.3K2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED61,06455,530+5,534+10%$1.9M$2.2M+$314.9K2026-10-09
Capital Investment Advisors, LLC
NEW61,056—+61,056——$2.2M—2026-10-22
New England Private Wealth Advisors LLC
INCREASED60,67260,667+5+0%$2.0M$2.2M+$150.0K2026-10-19
Herold Advisors, Inc.
DECREASED60,63165,482-4,851-7%$2.2M$2.2M-$38.5K2026-10-19
Stevens Capital Partners
INCREASED59,93554,503+5,432+10%$1.8M$2.2M+$309.1K2026-10-29
Rinkey Investments
DECREASED58,93860,688-1,750-3%$2.1M$2.1M+$64.0K2026-10-28
Sprinkle Financial Consultants LLC
INCREASED58,69158,631+60+0%$2.0M$2.1M+$124.7K2026-10-09
Accredited Investors Inc.
INCREASED58,45458,451+3+0%$2.0M$2.1M+$122.3K2026-11-03
MidAtlantic Capital Management, Inc.
INCREASED57,94854,287+3,661+7%$1.8M$2.1M+$245.0K2026-11-05
Bailard, Inc.
UNCHANGED57,85257,85200%$2.0M$2.1M+$120.9K2026-10-13
StoneX Group Inc.
DECREASED57,78667,104-9,318-14%$2.3M$2.1M-$194.5K2026-11-03
Pennsylvania Capital Management Inc
INCREASED57,46353,696+3,767+7%$1.8M$2.1M+$247.6K2026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED57,12057,12000%$1.9M$2.1M+$119.4K2026-10-26
Uhlmann Price Securities, LLC
NEW55,910—+55,910——$2.0M—2026-11-03
Optivise Advisory Services LLC
INCREASED55,42249,918+5,504+11%$1.7M$2.0M+$302.1K2026-10-19
Lodestar Private Asset Management LLC
DECREASED55,28155,773-492-1%$1.9M$2.0M+$98.9K2026-10-26
Clarity Capital Advisors, LLC
INCREASED54,99854,981+17+0%$1.9M$2.0M+$115.5K2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED54,60955,428-819-1%$1.9M$2.0M+$86.4K2026-10-16
Investors Research Corp
DECREASED54,40161,608-7,207-12%$2.1M$2.0M-$130.2K2026-10-07
BCS Wealth Management
INCREASED54,34950,163+4,186+8%$1.7M$2.0M+$255.3K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED54,25355,969-1,716-3%$1.9M$1.9M+$55.3K2026-10-16
Opus Financial Solutions LLC
DECREASED54,10059,013-4,913-8%$2.0M$1.9M-$53.2K2026-11-06
Blvd Private Wealth, LLC
DECREASED53,37653,919-543-1%$1.8M$1.9M+$93.2K2026-10-14
Sowell Financial Services LLC
INCREASED53,33750,176+3,161+6%$1.7M$1.9M+$218.4K2026-10-23
Integrity Advisory Solutions, LLC
INCREASED53,12846,417+6,711+14%$1.6M$1.9M+$338.1K2026-10-29
Nikulski Financial, Inc.
DECREASED52,92457,392-4,468-8%$1.9M$1.9M-$40.6K2026-11-06
Moran Wealth Management, LLC
INCREASED52,92043,082+9,838+23%$1.5M$1.9M+$443.5K2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED52,76152,853-920%$1.8M$1.9M+$107.2K2026-10-05
Robinson Smith Wealth Advisors LLC
DECREASED52,71253,025-313-1%$1.8M$1.9M+$99.6K2026-10-22
M Holdings Securities, Inc.
NEW52,457—+52,457——$1.8K—2026-11-03
Juncture Wealth Strategies, LLC
DECREASED52,28053,054-774-1%$1.8M$1.9M+$83.1K2026-10-06
Summit Wealth Group LLC / Co
DECREASED51,99653,155-1,159-2%$1.8M$1.9M+$69.5K2026-10-29
Birchwood Financial Partners, Inc.
DECREASED51,74451,813-690%$1.8M$1.9M+$105.8K2026-11-02
Greenwood Gearhart LLC
INCREASED51,25250,944+308+1%$1.7M$1.8M+$117.5K2026-11-02
Simon Quick Advisors, LLC
DECREASED51,18252,760-1,578-3%$1.8M$1.8M+$53.5K2026-10-26
VestGen Advisors, LLC
DECREASED51,11953,594-2,475-5%$1.8M$1.8M+$23.1K2026-10-27
Bullock Wealth Management Group
INCREASED50,77550,204+571+1%$1.7M$1.8M+$115.4K2026-10-09
Arthur M. Cohen & Associates, LLC
UNCHANGED50,64850,64800%$1.7M$1.8M+$105.9K2026-10-26
Lederer & Associates Investment Counsel
DECREASED50,50350,678-1750%$1.7K$1.8K+$1002026-10-23
Two West Capital Advisors LLC
INCREASED49,65447,372+2,282+5%$1.6M$1.8M+$165.3K2026-10-15
Segment Wealth Management, LLC
DECREASED48,99855,990-6,992-12%$1.9M$1.8M-$134.2K2026-10-26
Sculati Wealth Management, LLC
DECREASED48,73848,943-2050%$1.7M$1.8M+$110.5K2026-10-19
Wisconsin Wealth Advisors, LLC
INCREASED48,70748,629+78+0%$1.6M$1.8M+$104.5K2026-10-08
Hudson Edge Investment Partners Inc.
DECREASED48,04849,466-1,418-3%$1.7M$1.7M+$52.4K2026-10-28
Markowski Investments
DECREASED48,00048,386-386-1%$1.6M$1.7M+$87.3K2026-10-30
True North Advisors, LLC
DECREASED47,77551,676-3,901-8%$1.7M$1.7M-$32.2K2026-10-22
Florida Trust Wealth Management Co
INCREASED47,74247,703+39+0%$1.6M$1.7M+$101.1K2026-11-05
R2 Capital Strategies, LLC
INCREASED47,71842,675+5,043+12%$1.4M$1.7M+$270.4K2026-10-15
Capital Square, LLC
INCREASED46,95443,195+3,759+9%$1.5M$1.7M+$190.4K2026-10-19
First Pacific Financial
INCREASED46,88446,734+150+0%$1.6M$1.7M+$103.1K2026-10-14
Great Waters Wealth Management
DECREASED46,49346,875-382-1%$1.6M$1.7M+$84.3K2026-10-07
Platt Wealth Management LLC
INCREASED46,28433,128+13,156+40%$1.1M$1.7K-$1.1M2026-11-04
Twin Cities Retirement Group LLC
DECREASED45,97846,532-554-1%$1.6M$1.7M+$77.3K2026-10-16
Beacon Advisors Holdings, LLC
DECREASED45,77551,391-5,616-11%$1.7M$1.6M-$94.4K2026-10-27
Precedent Wealth Partners, LLC
INCREASED44,8358,774+36,061+411%$296.9K$1.6M+$1.3M2026-10-21
Moneco Advisors, LLC
INCREASED44,30440,887+3,417+8%$1.4M$1.6M+$208.2K2026-11-05
Integral Investment Advisors, Inc.
DECREASED44,13745,117-980-2%$1.5M$1.6M+$59.1K2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED43,89143,89100%$1.5M$1.6M+$91.7K2026-10-29
Adams Asset Advisors, LLC
INCREASED43,72741,324+2,403+6%$1.4M$1.6M+$172.7K2026-10-08
Ascentis Independent Advisors
NEW43,233—+43,233——$1.6M—2026-11-03
Financial Consulate, Inc
DECREASED43,21953,128-9,909-19%$1.8M$1.6M-$245.0K2026-10-23
KCM Investment Advisors LLC
INCREASED43,05542,724+331+1%$1.4M$1.5M+$101.2K2026-10-27
WealthPLAN Partners, LLC
INCREASED42,97940,871+2,108+5%$1.4M$1.5M+$161.2K2026-10-15
MFG Wealth Management, Inc.
DECREASED42,91847,921-5,003-10%$1.6M$1.5M-$79.6K2026-10-09
Almanack Investment Partners, Llc.
DECREASED42,713201,784-159,071-79%$6.8M$1.5M-$5.3M2026-11-03
TrueWealth Advisors, LLC
DECREASED42,56242,993-431-1%$1.5M$1.5M+$74.4K2026-10-09
Citizens Financial Group Inc
INCREASED42,15022,100+20,050+91%$747.9K$1.5M+$766.6K2026-10-23
Elevation Point Wealth Partners, LLC
DECREASED41,61344,735-3,122-7%$1.5M$1.5M-$17.9K2026-11-05
Aurora Private Wealth, Inc.
INCREASED41,41034,450+6,960+20%$1.2M$1.5K-$1.2M2026-10-20
Paragon Private Wealth Management, LLC
INCREASED41,26336,991+4,272+12%$1.3M$1.5M+$230.8K2026-10-20
Insight Wealth Partners, LLC
INCREASED40,07539,603+472+1%$1.3M$1.4M+$99.7K2026-10-26
International Assets Investment Management, LLC
INCREASED39,99230,386+9,606+32%$1.0M$1.4M+$403.2K2026-11-02
Wedbush Securities Inc
INCREASED39,93323,825+16,108+68%$806.0K$1.4K-$804.6K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED39,63640,431-795-2%$1.4M$1.4M+$55.9K2026-11-04
Obsidian CIO, LLC
DECREASED39,49556,849-17,354-31%$1.9M$1.4M-$504.7K2026-11-05
Ritholtz Wealth Management
DECREASED39,47041,525-2,055-5%$1.4M$1.4M+$13.0K2026-11-05
One Day In July LLC
INCREASED39,38223,243+16,139+69%$786.5K$1.4M+$628.5K2026-10-30
Stackstone Wealth, LLC
NEW38,675—+38,675——$1.4M—2026-10-19
Advisortrust Partners, LLC
NEW38,482—+38,482——$1.4M—2026-11-02
Quartz Partners, LLC
DECREASED38,15039,015-865-2%$1.3M$1.4M+$50.5K2026-11-03
Blue Trust, Inc.
INCREASED38,11619,471+18,645+96%$658.9K$1.4M+$710.6K2026-10-15
Aprio Wealth Management, LLC
DECREASED37,94338,553-610-2%$1.3M$1.4M+$58.7K2026-10-28
Integrity Wealth Partners, LLC
NEW37,877—+37,877——$1.4M—2026-10-14
Avion Wealth
INCREASED37,46137,432+29+0%$1.3M$1.3K-$1.3M2026-11-04
Columbia Advisory Partners LLC
INCREASED37,42337,110+313+1%$1.3M$1.3M+$88.8K2026-10-15
Adelphi Trust Co
INCREASED37,25033,628+3,622+11%$1.1M$1.3M+$200.4K2026-10-05
CGN Advisors LLC
DECREASED37,24142,147-4,906-12%$1.4M$1.3M-$88.2K2026-10-21
Fusion Capital, LLC
INCREASED37,18737,125+62+0%$1.3M$1.3M+$79.8K2026-10-28
Elevation Wealth Management LLC
INCREASED36,90428,864+8,040+28%$976.8K$1.3M+$349.2K2026-11-02
XY Planning Network, Inc.
INCREASED36,77116,427+20,344+124%$555.9K$1.3M+$765.3K2026-10-14
Cullen T Bankers, Inc.
DECREASED36,75937,523-764-2%$1.3M$1.3M+$51.0K2026-10-28
Beam Wealth Advisors, Inc.
INCREASED36,70831,722+4,986+16%$1.1M$1.3M+$245.5K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED36,65035,208+1,442+4%$1.2M$1.3M+$145.6K2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED36,54531,661+4,884+15%$1.1M$1.3M+$241.6K2026-10-15
AdvisorNet Financial, Inc
DECREASED36,48138,490-2,009-5%$1.3M$1.3M+$7.5K2026-10-15
Sunburst Financial Group, LLC
INCREASED36,28336,256+27+0%$1.2M$1.3M+$76.7K2026-10-09
Triad Wealth Partners, LLC
INCREASED36,02822,802+13,226+58%$794.9K$1.3M+$499.6K2026-10-26
John W. Brooker & Co., CPAs
DECREASED36,01238,596-2,584-7%$1.3M$1.3M-$12.2K2026-10-21
Blueprint Investment Partners LLC
DECREASED35,73135,865-1340%$1.2M$1.3M+$70.2K2026-10-28
Kathmere Capital Management, LLC
DECREASED35,72735,800-730%$1.2M$1.3M+$72.2K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED35,62135,829-208-1%$1.2M$1.3M+$67.4K2026-10-08
Pinion Investment Advisors, LLC
DECREASED35,56736,739-1,172-3%$1.2M$1.3M+$34.7K2026-11-04
Blueprint Financial Advisors LLC
DECREASED35,11135,245-1340%$1.2M$1.3M+$68.9K2026-10-28
Altfest L J & Co Inc
INCREASED34,95826,255+8,703+33%$888.5K$1.3M+$367.6K2026-10-27
Wealth Architects, LLC
DECREASED34,90936,357-1,448-4%$1.2M$1.3M+$24.0K2026-11-03
Kelleher Financial Advisors
NEW34,720—+34,720——$1.2M—2026-10-30
Ejmk Ventures LLC
INCREASED34,5256,467+28,058+434%$218.8K$1.2M+$1.0M2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED34,16337,660-3,497-9%$1.3M$1.2M-$46.9K2026-10-05
DecisionMap Wealth Management, LLC
DECREASED33,95034,326-376-1%$1.2M$1.2M+$58.2K2026-10-29
Financial Life Advisors
UNCHANGED33,70233,70200%$1.1M$1.2M+$70.4K2026-10-14
Magnus Financial Group LLC
DECREASED33,64334,266-623-2%$1.2M$1.2M+$49.2K2026-10-21
Marotta Asset Management
UNCHANGED33,23033,23000%$1.1M$1.2M+$60.5K2026-10-02
Islay Capital Management, LLC
UNCHANGED33,15933,15900%$1.1M$1.2M+$69.3K2026-10-20
Sima Wealth Partners, LLC
INCREASED33,12933,072+57+0%$1.1M$1.2M+$71.2K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED33,12832,883+245+1%$1.1M$1.2M+$77.5K2026-10-26
Everett Harris & Co
INCREASED32,83831,188+1,650+5%$1.1M$1.2M+$124.5K2026-10-28
Colorado Capital Management, Inc.
INCREASED32,67632,658+18+0%$1.1K$1.2K+$692026-10-15
Badgley Phelps Wealth Managers, LLC
DECREASED32,66432,849-185-1%$1.1M$1.2M+$62.0K2026-10-22
Hoese & Co LLP
UNCHANGED32,61532,61500%$1.1M$1.2M+$68.2K2026-10-21
Independent Wealth Network Inc.
DECREASED32,53435,662-3,128-9%$1.2M$1.2M-$37.9K2026-10-19
Elser Financial Planning, Inc
INCREASED32,28132,277+4+0%$1.1M$1.2M+$67.6K2026-10-16
Beacon Financial Advisory LLC
DECREASED32,27834,671-2,393-7%$1.2M$1.2M-$13.5K2026-10-16
Winthrop Advisory Group LLC
DECREASED32,11834,582-2,464-7%$1.2M$1.2M-$16.3K2026-10-22
ARK & TLK Investments, LLC
UNCHANGED31,98331,98300%$1.1M$1.1M+$66.8K2026-10-20
JBR Co Financial Management Inc
DECREASED31,49640,284-8,788-22%$1.4M$1.1M-$288.9K2026-10-13
Howard Bailey Securities, LLC
DECREASED31,15932,138-979-3%$1.1M$1.1M+$32.0K2026-10-27
Missouri Trust & Investment Co
DECREASED31,06031,714-654-2%$1.1M$1.1M+$32.3K2026-11-04
Quadrant Private Wealth Management, LLC
NEW30,806—+30,806——$1.1M—2026-11-04
Weaver Consulting Group
NEW30,437—+30,437——$1.1M—2026-10-07
HMV Wealth Advisors, LLC
UNCHANGED30,34230,34200%$1.0M$1.1M+$63.4K2026-10-27
West Branch Capital LLC
INCREASED30,29730,287+10+0%$1.0M$1.1M+$63.6K2026-10-20
Yanni & Associates Investment Advisors, LLC
DECREASED29,87230,710-838-3%$1.0M$1.1M+$34.1K2026-10-14
Blue Sky Capital Consultants Group, Inc.
DECREASED29,54737,931-8,384-22%$1.3M$1.1M-$222.0K2026-10-13
Monument Capital Management
DECREASED29,07729,829-752-3%$1.0M$1.0M+$35.3K2026-10-09
SevenBridge Financial Group, LLC
DECREASED28,94429,690-746-3%$1.1M$1.0M-$33.9K2026-10-26
SpringVest Wealth Management LLC
INCREASED28,72127,121+1,600+6%$917.8K$1.0M+$114.2K2026-10-27
Maia Wealth LLC
INCREASED28,68228,453+229+1%$962.9K$1.0M+$67.7K2026-10-19
Greg Jennings, LLC
NEW28,557—+28,557——$1.0M—2026-10-19
TCI Wealth Advisors, Inc.
INCREASED28,52728,452+75+0%$962.8K$1.0M+$62.1K2026-10-30
GS Investments, Inc.
DECREASED28,45128,677-226-1%$970.4K$1.0M+$51.8K2026-11-05
Core Wealth Partners LLC
INCREASED28,11427,596+518+2%$933.8K$1.0M+$76.3K2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED27,84827,946-980%$915.0K$1.0K-$914.0K2026-11-04
Goldstein Advisors, LLC
DECREASED27,78936,844-9,055-25%$1.2M$998.5K-$248.3K2026-10-15
Watershed Private Wealth LLC
DECREASED27,74328,024-281-1%$948.3K$996.8K+$48.5K2026-10-30
Flagship Harbor Advisors, LLC
INCREASED27,53319,853+7,680+39%$671.8K$989.3K+$317.4K2026-10-26
Harmony Asset Management LLC
INCREASED27,50421,268+6,236+29%$719.7K$988.2K+$268.5K2026-10-20
Eagle Wealth Advisors LLC
DECREASED27,42030,544-3,124-10%$1.0M$985.2K-$48.4K2026-10-20
MBE Wealth Management, LLC
INCREASED27,36122,649+4,712+21%$766.4K$983.1K+$216.6K2026-10-26
Cornerstone Wealth Group, LLC
UNCHANGED27,36027,36000%$925.9K$983.0K+$57.2K2026-11-02
Soltis Investment Advisors LLC
INCREASED27,26723,177+4,090+18%$784.3K$979.7K+$195.4K2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED27,18625,917+1,269+5%$877.1K$976.8K+$99.8K2026-10-29
Clear Retirement Advice LLC
DECREASED27,14629,337-2,191-7%$992.8K$975.3K-$17.4K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW27,135—+27,135——$975.0K—2026-10-28
Aegis Wealth Management, Inc.
INCREASED26,84519,898+6,947+35%$673.3K$964.6K+$291.2K2026-10-26
Annex Advisory Services, LLC
INCREASED26,83224,782+2,050+8%$838.6K$964.1K+$125.5K2026-10-16
Insight Advisors, LLC/ PA
INCREASED26,82020,792+6,028+29%$703.6K$963.6K+$260.0K2026-10-22
Associated Banc-Corp
INCREASED26,61526,189+426+2%$886.2K$956.3K+$70.0K2026-10-30
Lantern Wealth Advisors, LLC
INCREASED26,36422,293+4,071+18%$754.4K$947.3K+$192.9K2026-10-22
Signature Equity Partners, LLC
INCREASED26,36025,715+645+3%$870.2K$947.1K+$76.9K2026-10-29
Essex LLC
DECREASED26,21526,956-741-3%$912.2K$941.9K+$29.7K2026-10-14
Private Trust Co NA
INCREASED26,12019,446+6,674+34%$658.0K$938.5K+$280.4K2026-10-20
Bulwark Capital Corp
DECREASED25,92237,571-11,649-31%$1.3M$931.4K-$340.0K2026-10-13
Jacobi Capital Management LLC
INCREASED25,90713,934+11,973+86%$471.5K$930.8K+$459.3K2026-11-05
Mitchell Sinkler & Starr
INCREASED25,69722,882+2,815+12%$774.3K$923.3K+$149.0K2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED25,61825,394+224+1%$859.3K$920.5K+$61.1K2026-10-20
Roffman Miller Associates Inc
INCREASED25,53524,670+865+4%$834.8K$917.5K+$82.6K2026-10-19
Red Mountain Financial, LLC
DECREASED25,50927,658-2,149-8%$935.9K$916.6K-$19.4K2026-11-03
CX Institutional
INCREASED25,22025,207+13+0%$853$906+$532026-10-02
Costello Asset Management, Inc
DECREASED25,03825,344-306-1%$857.6K$899.6K+$42.0K2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED24,71825,422-704-3%$860.3K$888.1K+$27.8K2026-10-22
Smith Shellnut Wilson LLC
INCREASED24,61321,549+3,064+14%$729.2K$884.3K+$155.1K2026-10-21
Pinnacle Associates LTD
DECREASED24,50324,528-250%$830.0K$880.4K+$50.4K2026-10-20
Traynor Capital Management, Inc.
DECREASED24,16328,069-3,906-14%$949.9K$868.2K-$81.7K2026-10-29
Evanson Financial, LLC
INCREASED24,11924,114+5+0%$816.0K$866.6K+$50.6K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED23,88318,548+5,335+29%$627.7K$858.1K+$230.5K2026-11-03
Global Wealth Strategies & Associates
DECREASED23,83223,882-500%$808.2K$856.3K+$48.1K2026-10-02
25 LLC
UNCHANGED23,73023,73000%$803.0K$852.6K+$49.6K2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW23,698—+23,698——$873.8K—2026-10-20
Sunpointe, LLC
DECREASED23,53235,175-11,643-33%$1.2M$845.5K-$344.8K2026-10-22
Uptick Partners, LLC
DECREASED23,38528,327-4,942-17%$958.6K$840.2K-$118.4K2026-11-04
ETF Store, Inc.
DECREASED23,23723,294-570%$788.3K$834.9K+$46.6K2026-10-19
Summit Financial Strategies, Inc.
INCREASED23,07423,061+13+0%$780.4K$829.0K+$48.7K2026-10-14
Crescent Grove Advisors, LLC
INCREASED22,92222,901+21+0%$775.0K$823.6K+$48.6K2026-10-21
Soundwatch Capital LLC
DECREASED22,90723,306-399-2%$788.7K$832.4K+$43.8K2026-11-04
Kellett Wealth Advisors, LLC
NEW22,670—+22,670——$814.5K—2026-10-15
Kendall Capital Management
UNCHANGED22,66722,66700%$767.1K$814.4K+$47.4K2026-10-23
Aspiriant, LLC
DECREASED22,14322,267-124-1%$753.6K$795.6K+$42.0K2026-10-16
SYM Financial Corp
UNCHANGED22,12422,12400%$748.7K$794.9K+$46.2K2026-10-26
Forum Financial Management, LP
DECREASED22,08522,670-585-3%$767.2K$793.5K+$26.4K2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED21,9948,080+13,914+172%$273.4K$790.3K+$516.8K2026-10-23
WealthCare Investment Partners, LLC
INCREASED21,77620,398+1,378+7%$690.3K$782.4K+$92.1K2026-11-05
Cornerstone Enterprises, LLC
DECREASED21,72623,016-1,290-6%$778.9K$780.6K+$1.7K2026-10-15
Briggs Wealth Management, Inc
INCREASED21,46718,354+3,113+17%$621.1K$771.3K+$150.2K2026-10-26
Patriot Investment Management Group, Inc.
UNCHANGED21,45321,45300%$726.0K$770.8K+$44.8K2026-10-15
Hoey Investments, Inc
INCREASED21,33621,088+248+1%$713.6K$766.6K+$53.0K2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED21,30421,30400%$720.9K$765.5K+$44.5K2026-10-22
LifeSteps Financial, Inc.
DECREASED21,28222,062-780-4%$746.6K$764.7K+$18.1K2026-10-15
Twelve Points Wealth Management LLC
DECREASED21,27621,279-30%$720.1K$730.2K+$10.1K2026-11-03
Stone Summit Wealth LLC
DECREASED21,14921,679-530-2%$733.6K$759.9K+$26.3K2026-10-14
Triangle Securities Wealth Management
DECREASED21,11523,713-2,598-11%$802.4K$758.7K-$43.8K2026-10-14
MCF Advisors LLC
INCREASED20,93714,110+6,827+48%$477.5K$752.3K+$274.8K2026-10-28
Sovran Advisors, LLC
DECREASED20,75923,914-3,155-13%$806.9K$730.7K-$76.1K2026-11-02
Princeton Global Asset Management LLC
INCREASED20,64720,581+66+0%$696.5K$741.8K+$45.4K2026-10-21
Svrn Asset Management, LLC
UNCHANGED20,51520,51500%$694.2K$737.1K+$42.9K2026-11-02
Ascent Wealth Partners, LLC
DECREASED20,47920,950-471-2%$709.0K$735.8K+$26.9K2026-10-23
Smith & Howard Wealth Management, LLC
NEW19,999—+19,999——$718.5K—2026-10-27
Financial Planning Navigators Corp
DECREASED19,94020,444-504-2%$691.8K$716.4K+$24.6K2026-10-14
SRH Advisors, LLC
UNCHANGED19,92719,92700%$674.3K$716.0K+$41.6K2026-10-22
Wealth Management Nebraska
INCREASED19,76015,632+4,128+26%$529.0K$710.0K+$181.0K2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED19,72019,72000%$667.3K$708.5K+$41.2K2026-10-23
Evergreen Capital Management LLC
INCREASED19,70019,338+362+2%$654.4K$707.8K+$53.4K2026-10-23
Smith Chas P & Associates PA Cpas
UNCHANGED19,62419,62400%$664.1K$691.0K+$26.9K2026-10-22
Gibbs Wealth Management
NEW19,616—+19,616——$704.8K—2026-10-22
Focused Wealth Management, Inc
INCREASED19,48518,890+595+3%$639.2K$700.1K+$60.9K2026-10-30
RBA Wealth Management, LLC
INCREASED19,40319,244+159+1%$651.2K$697.2K+$46.0K2026-10-28
L. Roy Papp & Associates, LLP
DECREASED19,36220,012-650-3%$677.2K$695.7K+$18.5K2026-10-21
Barlow Wealth Partners, LLC
UNCHANGED19,28419,28400%$660.1K$712.2K+$52.1K2026-10-15
Brighton Jones LLC
DECREASED19,25619,916-660-3%$674.0K$691.9K+$17.9K2026-11-03
Wagner Wealth Management, Corp
NEW19,210—+19,210——$690.2K—2026-10-20
Chapman Financial Group, LLC
UNCHANGED18,85618,85600%$638.1K$677.5K+$39.4K2026-10-26
White Lighthouse Investment Management Inc.
INCREASED18,76318,633+130+1%$630.5K$674.1K+$43.6K2026-10-21
Blueline Advisors LLC
UNCHANGED18,66518,66500%$631.6K$670.6K+$39.0K2026-10-15
Hohimer Wealth Management, LLC
INCREASED18,63718,541+96+1%$627.4K$669.6K+$42.2K2026-11-04
Valicenti Advisory Services Inc
DECREASED18,20218,564-362-2%$628$654+$262026-10-23
Wealth Advisory Team LLC
INCREASED18,19418,176+18+0%$615.1K$653.7K+$38.7K2026-11-05
Oarsman Capital, Inc.
INCREASED18,10917,951+158+1%$607.5K$650.7K+$43.2K2026-11-05
City Center Advisors, LLC
INCREASED18,04217,319+723+4%$586.1K$648.3K+$62.2K2026-10-08
Tradewinds Capital Management, LLC
DECREASED17,94718,235-288-2%$617.1K$644.8K+$27.8K2026-10-23
Cabot Wealth Management Inc
DECREASED17,89918,429-530-3%$623.6K$643.1K+$19.5K2026-11-05
Global Assets Advisory, LLC
DECREASED17,89018,085-195-1%$618.7K$656.5K+$37.8K2026-10-28
Sharkey, Howes & Javer
UNCHANGED17,64817,64800%$597.2K$634.1K+$36.9K2026-10-22
Vanguard Capital Wealth Advisors
INCREASED17,64217,626+16+0%$596.4K$633.9K+$37.4K2026-10-16
Baring Financial LLC
DECREASED17,64018,453-813-4%$624.4K$633.8K+$9.4K2026-10-07
Networth Advisors, LLC
INCREASED17,63617,618+18+0%$596.2K$633.7K+$37.5K2026-11-03
AMG National Trust Bank
INCREASED17,61112,000+5,611+47%$406.1K$632.8K+$226.7K2026-11-05
Aspen Investment Management Inc
DECREASED17,60317,885-282-2%$605$632+$272026-11-05
First Heartland Consultants, Inc.
INCREASED17,59317,495+98+1%$592.0K$632.1K+$40.1K2026-10-08
Auctus Advisors LLC
UNCHANGED17,46717,46700%$591.1K$627.6K+$36.5K2026-10-23
Carrera Capital Advisors
INCREASED17,38917,387+2+0%$588.4K$624.8K+$36.4K2026-11-03
TFB Advisors LLC
INCREASED17,19715,038+2,159+14%$508.9K$617.9K+$109.0K2026-11-02
Smart Wealth LLC
INCREASED17,18017,176+4+0%$581.2K$617.3K+$36.0K2026-11-04
Boyce & Associates Wealth Consulting, Inc.
INCREASED17,07317,000+73+0%$575.3K$613.4K+$38.2K2026-10-14
Amicus Financial Advisors, LLC
DECREASED16,99318,438-1,445-8%$623.9K$610.6K-$13.4K2026-11-03
Brickley Wealth Management
INCREASED16,98916,687+302+2%$564.7K$610.4K+$45.7K2026-11-04
Ehrlich Financial Group
UNCHANGED16,95316,95300%$573.7K$609.1K+$35.4K2026-10-20
Pathway Financial Advisors LLC
INCREASED16,86116,842+19+0%$574.7K$605.8K+$31.2K2026-10-07
Dickmeyer Boyce Financial Management, Inc.
INCREASED16,74815,776+972+6%$533.9K$601.8K+$67.9K2026-10-08
Argos Wealth Advisors, LLC
UNCHANGED16,58616,58600%$561.3K$596.0K+$34.7K2026-11-02
Alpha Omega Wealth Management LLC
DECREASED16,57217,422-850-5%$589.6K$595.4K+$5.9K2026-10-23
D'Orazio & Associates, Inc.
UNCHANGED16,55616,55600%$560.3K$594.9K+$34.6K2026-11-04
Wavvest Wealth LLC
NEW16,555—+16,555——$594.8K—2026-10-21
Parsons Capital Management Inc
NEW16,310—+16,310——$586.0K—2026-10-28
Obermeyer Wealth Partners
INCREASED16,29016,040+250+2%$542.8K$585.3K+$42.5K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED16,23714,467+1,770+12%$489.6K$583.4K+$93.8K2026-10-26
Wealth Analytics Partners, LLC
UNCHANGED16,09616,09600%$556.6K$578.3K+$21.7K2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED16,09216,09200%$544.6K$578.2K+$33.6K2026-10-23
Lantz Financial LLC
UNCHANGED16,05216,05200%$543.2K$576.7K+$33.5K2026-10-15
Journey Advisory Group, LLC
DECREASED16,04419,044-3,000-16%$644.5K$576.5K-$68.0K2026-11-04
Keybank National Association
INCREASED15,97014,798+1,172+8%$500.8K$573.8K+$73.0K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED15,84715,84700%$536.3K$536.3K$02026-10-28
Affiance Financial, LLC
INCREASED15,79215,775+17+0%$533.9K$567.4K+$33.6K2026-10-15
GC Wealth Management RIA, LLC
INCREASED15,71614,346+1,370+10%$485.5K$564.7K+$79.2K2026-11-02
IVC Wealth Advisors LLC
INCREASED15,65015,148+502+3%$512.6K$562.3K+$49.7K2026-10-23
Tranquility Partners, LLC
DECREASED15,57816,778-1,200-7%$567.8K$559.7K-$8.1K2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED15,41314,563+850+6%$492.8K$553.8K+$61.0K2026-10-22
Founders Grove Wealth Partners, LLC
UNCHANGED15,28515,28500%$517.2K$549.2K+$31.9K2026-10-16
Jamison Private Wealth Management, Inc.
DECREASED15,24115,326-85-1%$518.6K$547.6K+$29.0K2026-10-14
Norden Group LLC
DECREASED15,23119,450-4,219-22%$658.2K$547.3K-$110.9K2026-10-20
Balefire, LLC
INCREASED15,20414,977+227+2%$506.8K$546.3K+$39.4K2026-10-09
Praetorian Wealth Management, Inc.
UNCHANGED15,18515,18500%$513.9K$545.6K+$31.7K2026-10-16
ZynergyRetirementPlanningLLC
DECREASED15,02815,444-416-3%$522.6K$540.0K+$17.3K2026-10-08
Strategic Planning Group, LLC
DECREASED15,00025,217-10,217-41%$853.4K$539.0K-$314.4K2026-10-22
Keenan, LLC
INCREASED14,92614,923+3+0%$505.0K$536.3K+$31.3K2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED14,82414,934-110-1%$505.4K$532.6K+$27.3K2026-10-06
Ironwood Financial, llc
DECREASED14,78515,471-686-4%$531.7K$531.2K-$5122026-10-20
Wealth Effects LLC
DECREASED14,76414,828-640%$501.8K$530.5K+$28.7K2026-10-23
Vaughan David Investments LLC
INCREASED14,73714,732+5+0%$499.0K$530-$498.5K2026-11-05
Naples Global Advisors, LLC
UNCHANGED14,70314,70300%$497.6K$528.3K+$30.7K2026-11-05
Smith Salley Wealth Management
DECREASED14,64319,226-4,583-24%$650.6K$526.1K-$124.5K2026-11-03
Waterfront Wealth Inc.
DECREASED14,56414,957-393-3%$518.3K$517.0K-$1.2K2026-11-03
Private Management Group Inc
INCREASED14,54313,731+812+6%$464.7K$522.5K+$57.9K2026-11-04
Clifford Swan Investment Counsel LLC
DECREASED14,47214,518-460%$491.3K$520.0K+$28.7K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED14,42314,42300%$488.1K$518.2K+$30.1K2026-10-23
Lynx Investment Advisory
DECREASED14,33915,709-1,370-9%$531.6K$515.2K-$16.4K2026-10-27
Manske Wealth Management
DECREASED14,30014,404-104-1%$487.4K$513.8K+$26.4K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED14,27028,414-14,144-50%$961.5K$512.7K-$448.8K2026-10-19
Plan A Wealth LLC
INCREASED14,24212,535+1,707+14%$424.2K$511.7K+$87.6K2026-10-08
Fairman Group, LLC
INCREASED14,14014,134+6+0%$478.3K$508.0K+$29.7K2026-10-26
Grey Fox Wealth Advisors, LLC
DECREASED14,07514,252-177-1%$482.3K$505.7K+$23.4K2026-11-03
Patten & Patten Inc
DECREASED14,03314,659-626-4%$496.1K$504.2K+$8.1K2026-10-26
FF Advisors,LLC
INCREASED13,90011,017+2,883+26%$372.8K$499.4K+$126.6K2026-10-21
Clark Asset Management, LLC
DECREASED13,83615,930-2,094-13%$539.1K$497.1K-$41.9K2026-10-19
Yoffe Investment Management, LLC
UNCHANGED13,82413,82400%$467.8K$496.7K+$28.9K2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED13,72919,010-5,281-28%$643.3K$493.3K-$150.0K2026-11-04
Asio Capital, LLC
UNCHANGED13,71613,71600%$464.1K$492.8K+$28.7K2026-10-19
Third View Private Wealth, LLC
INCREASED13,64613,540+106+1%$458.2K$490.3K+$32.1K2026-10-30
Klingman & Associates, LLC
UNCHANGED13,63413,63400%$461.4K$489.9K+$28.5K2026-10-20
Redwood Financial Network Corp
DECREASED13,28517,704-4,419-25%$599.1K$477.3K-$121.8K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED13,2759,404+3,871+41%$318.2K$477.0K+$158.7K2026-10-13
Lotus Asset Management LLC
INCREASED13,25413,170+84+1%$445.7K$476.2K+$30.6K2026-10-14
RHS Financial, LLC
UNCHANGED13,25213,25200%$448.4K$476.1K+$27.7K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED13,23713,23700%$447.9K$475.6K+$27.7K2026-10-14
CPC Advisors, LLC
DECREASED13,21514,719-1,504-10%$498.1K$474.8K-$23.3K2026-10-21
Bryn Mawr Trust Advisors, LLC
UNCHANGED13,20413,20400%$446.8K$474.4K+$27.6K2026-11-04
First Citizens Bank & Trust Co
NEW13,160—+13,160——$472.8K—2026-10-14
Sentinel Pension Advisors, LLC
DECREASED13,12313,254-131-1%$453.0K$471.5K+$18.5K2026-11-02
RCS Financial Planning, LLC
DECREASED13,09530,012-16,917-56%$1.0M$470.5K-$545.1K2026-10-14
Enclave Advisors LLC
NEW13,044—+13,044——$468.7K—2026-10-14
ForthRight Wealth Management, LLC
INCREASED12,97312,925+48+0%$437.4K$466.1K+$28.7K2026-11-06
Baker Tilly Wealth Management, LLC
DECREASED12,96713,098-131-1%$443.2K$465.9K+$22.7K2026-10-05
Hamilton Capital, LLC
UNCHANGED12,86612,86600%$435.4K$462.3K+$26.9K2026-10-08
Pathway Financial Advisers, LLC
INCREASED12,81311,002+1,811+16%$372.3K$460.4K+$88.1K2026-10-27
PUREfi Wealth, LLC
UNCHANGED12,80012,80000%$433.2K$459.9K+$26.8K2026-10-19
Well Done, LLC
INCREASED12,6339,878+2,755+28%$334.3K$453.9K+$119.6K2026-10-20
Invested Advisors
DECREASED12,62412,924-300-2%$437.3K$453.6K+$16.2K2026-10-23
Meridian Financial Advisors, LLC
UNCHANGED12,56312,56300%$425.1K$451.4K+$26.3K2026-10-14
Ipsen Advisor Group LLC
INCREASED12,54312,530+13+0%$424.0K$450.7K+$26.6K2026-10-29
Hudock, Inc.
INCREASED12,51912,517+2+0%$423.6K$449.8K+$26.2K2026-10-14
Beacon Financial Group
UNCHANGED12,50312,50300%$423.1K$449.2K+$26.1K2026-10-19
Trust Co of Toledo NA
UNCHANGED12,49212,49200%$422.7K$448.8K+$26.1K2026-10-16
Personal CFO Solutions, LLC
INCREASED12,49112,127+364+3%$410.4K$448.8K+$38.4K2026-11-06
Fulcrum Equity Management
DECREASED12,45719,498-7,041-36%$659.8K$447.6K-$212.2K2026-10-21
Capital Asset Advisory Services LLC
INCREASED12,44710,113+2,334+23%$342.2K$434.9K+$92.7K2026-10-30
Earned Wealth Advisors, LLC
INCREASED12,38311,544+839+7%$390.6K$444.9K+$54.3K2026-11-06
Investment Planning Advisors, Inc.
INCREASED12,29412,292+2+0%$415.9K$441.7K+$25.8K2026-10-14
Godsey & Gibb, Inc
DECREASED12,28512,669-384-3%$428.7K$441.4K+$12.7K2026-10-14
Fulton Bank, N.A.
UNCHANGED12,24412,24400%$414.3K$439.9K+$25.6K2026-10-14
Bernardo Wealth Planning LLC
NEW12,174—+12,174——$437.4K—2026-10-23
NTV Asset Management LLC
UNCHANGED12,17312,17300%$411.9K$437.4K+$25.4K2026-10-23
Cannon Financial Strategists, Inc.
DECREASED12,16512,618-453-4%$427.0K$437.1K+$10.1K2026-10-19
Finer Wealth Management, Inc.
DECREASED12,14512,444-299-2%$421.1K$436.4K+$15.3K2026-10-16
Swmg, LLC
DECREASED12,11216,754-4,642-28%$579.4K$423.2K-$156.2K2026-10-23
Traphagen Investment Advisors LLC
DECREASED12,06912,097-280%$409.4K$433.7K+$24.3K2026-10-14
Daymark Wealth Partners, LLC
INCREASED11,9668,270+3,696+45%$279.9K$429.9K+$150.1K2026-11-04
Evermay Wealth Management LLC
INCREASED11,94810,269+1,679+16%$347.5K$429.3K+$81.8K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED11,76311,799-360%$399.3K$422.6K+$23.4K2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED11,67011,67000%$394.9K$419.3K+$24.4K2026-10-20
Courier Capital LLC
DECREASED11,59511,995-400-3%$405.9K$416.6K+$10.7K2026-10-19
IFC & Insurance Marketing, Inc.
DECREASED11,59112,183-592-5%$412.3K$416.5K+$4.2K2026-10-16
Cottage Street Advisors LLC
NEW11,585—+11,585——$416.2K—2026-10-19
Rossmore Private Capital
UNCHANGED11,58011,58000%$391.9K$416.1K+$24.2K2026-10-27
Fragasso Financial Advisors Inc
INCREASED11,53011,519+11+0%$389.8K$423.6K+$33.8K2026-10-13
Schear Investment Advisers, LLC
NEW11,496—+11,496——$413.0K—2026-10-14
Tempo Wealth, LLC
NEW11,496—+11,496——$413.0K—2026-10-14
Uptown Financial Advisors LLC
UNCHANGED11,47611,47600%$388.3K$412.3K+$24.0K2026-10-15
Ted Buchan & Co
UNCHANGED11,41511,41500%$386.3K$410.1K+$23.9K2026-10-23
Gradient Investments LLC
INCREASED11,38111,131+250+2%$376.7K$408.9K+$32.3K2026-10-08
Hutchens & Kramer Investment Management Group, LLC
INCREASED11,26811,264+4+0%$381.2K$404.9K+$23.7K2026-10-16
Studio Investment Management LLC
INCREASED11,16710,814+353+3%$365.9K$401.2K+$35.3K2026-10-22
Sun Group Wealth Partners
NEW11,111—+11,111——$399.2K—2026-10-26
TPG Advisors LLC
INCREASED11,07811,053+25+0%$374.0K$398.0K+$24.0K2026-10-16
Sunrise Financial Services, LLC
UNCHANGED10,98210,98200%$371.6K$394.6K+$23.0K2026-10-21
Busey Bank
NEW10,916—+10,916——$392.2K—2026-10-26
GoalVest Advisory LLC
UNCHANGED10,89610,89600%$368.7K$391.5K+$22.8K2026-10-02
Adamsbrown Wealth Consultants LLC
INCREASED10,88210,873+9+0%$367.9K$391.0K+$23.1K2026-10-20
Financial Management Professionals, Inc.
DECREASED10,86311,803-940-8%$399.4K$390.3K-$9.1K2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED10,8469,214+1,632+18%$311.8K$389.7K+$77.9K2026-10-26
Confluence Wealth Services, Inc.
UNCHANGED10,74910,74900%$363.7K$386.2K+$22.5K2026-11-05
Columbia Bank
UNCHANGED10,74010,74000%$363.4K$385.9K+$22.4K2026-10-29
Diversified Investment Strategies, LLC
DECREASED10,70410,949-245-2%$370.5K$384.6K+$14.1K2026-10-28
Frank, Rimerman Advisors LLC
UNCHANGED10,68810,68800%$361.7K$384.0K+$22.3K2026-10-16
LaFleur & Godfrey LLC
DECREASED10,67511,297-622-6%$382.3K$383.6K+$1.3K2026-10-27
First Security Investment Management, Inc.
INCREASED10,64410,633+11+0%$359.8K$382.4K+$22.6K2026-11-05
Atlas Brown,Inc.
INCREASED10,61610,605+11+0%$358.9K$381.4K+$22.6K2026-10-09
Omega Financial Group, LLC
DECREASED10,61410,980-366-3%$371.6K$381.4K+$9.8K2026-10-29
Optima Capital LLC
DECREASED10,57215,718-5,146-33%$531.9K$379.9K-$152.0K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,55011,063-513-5%$374.4K$379.1K+$4.7K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED10,53210,391+141+1%$351.6K$378.4K+$26.8K2026-10-21
OFS Enterprise LLC
DECREASED10,48510,531-460%$356.4K$376.7K+$20.3K2026-10-16
Cadent Capital Advisors, LLC
DECREASED10,48125,525-15,044-59%$863.8K$376.6K-$487.2K2026-10-09
True Blue Financial, LLC
NEW10,356—+10,356——$372.1K—2026-10-15
Albion Financial Group
DECREASED10,33510,498-163-2%$355.2K$371.3K+$16.1K2026-10-21
Western Reserve Capital Management, LLC
INCREASED10,32410,294+30+0%$348.3K$370.9K+$22.6K2026-10-14
Demars Financial Group, LLC
NEW10,290—+10,290——$369.7K—2026-10-22
Redw Wealth LLC
UNCHANGED10,24810,24800%$346.8K$368.2K+$21.4K2026-11-02
Golden State Wealth Management, LLC
DECREASED10,23410,243-90%$346.6K$367.7K+$21.1K2026-11-02
CWA Asset Management Group, LLC
DECREASED10,05711,741-1,684-14%$397.3K$361.3K-$36.0K2026-10-19
Hippocratic Financial Advisors, LLC
NEW10,046—+10,046——$361.0K—2026-10-13
Noesis Capital Mangement Corp
NEW10,000—+10,000——$359.3K—2026-10-26
Canandaigua National Bank & Trust Co
UNCHANGED9,9369,93600%$336.2K$357.0K+$20.8K2026-10-07
Trust Co of the South
UNCHANGED9,9209,92000%$335.7K$356.4K+$20.7K2026-10-21
Salem Investment Counselors Inc
DECREASED9,88614,168-4,282-30%$479.5K$355.2K-$124.2K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED9,8038,743+1,060+12%$295.9K$352.2K+$56.3K2026-10-19
Cahaba Wealth Management, Inc.
INCREASED9,7269,717+9+0%$328.8K$349.5K+$20.7K2026-10-26
Tannin Capital LLC
UNCHANGED9,7199,71900%$328.9K$349.2K+$20.3K2026-11-05
Telos Capital Management, Inc.
INCREASED9,6788,448+1,230+15%$285.9K$347.7K+$61.8K2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED9,6789,772-94-1%$330.7K$347.7K+$17.0K2026-11-04
Fonville Wealth Management LLC
INCREASED9,6609,234+426+5%$312.5K$347.1K+$34.6K2026-10-28
Eastern Bank
NEW9,625—+9,625——$345.8K—2026-10-05
Archvest Wealth Advisors, Inc.
INCREASED9,5869,255+331+4%$313.2K$344.4K+$31.2K2026-10-29
Sage Investment Counsel LLC
INCREASED9,5819,555+26+0%$323.3K$344.2K+$20.9K2026-10-26
Palisade Asset Management, LLC
INCREASED9,5369,462+74+1%$320.2K$342.6K+$22.4K2026-11-03
LWM Advisors Inc
INCREASED9,4829,331+151+2%$315.8K$340.7K+$24.9K2026-10-08
Pinkerton Wealth, LLC
INCREASED9,4659,464+1+0%$275.7K$340.1K+$64.4K2026-10-29
Value Investment Professionals, LLC
INCREASED9,3879,377+10+0%$317.3K$337.3K+$19.9K2026-10-13
Glenview Trust Co
UNCHANGED9,3689,36800%$317.0K$336.6K+$19.6K2026-10-28
NWF Advisory Services Inc.
NEW9,302—+9,302——$334.2K—2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED9,2949,29400%$314.5K$333.9K+$19.4K2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED9,2769,356-80-1%$316.6K$333.3K+$16.7K2026-11-02
Stolper Co
UNCHANGED9,1709,17000%$310$329+$192026-10-13
Latitude Advisors, LLC
INCREASED9,1469,020+126+1%$305.2K$328.6K+$23.4K2026-10-27
Manuka Financial, LLC
UNCHANGED9,0659,06500%$306.8K$325.7K+$18.9K2026-10-16
Apollon Financial, LLC
INCREASED9,0497,563+1,486+20%$255.9K$325.1K+$69.2K2026-10-23
American Financial & TAX Strategies Inc
DECREASED9,0169,452-436-5%$319.9K$323.9K+$4.1K2026-10-16
Cypress Capital Group
UNCHANGED9,0009,00000%$304.6K$323.4K+$18.8K2026-11-03
Saxon Interests, Inc.
UNCHANGED8,9848,98400%$304.0K$322.8K+$18.8K2026-10-26
Agate Pass Investment Management, LLC
UNCHANGED8,9258,92500%$302.0K$320.7K+$18.7K2026-10-20
Solidarity Wealth, LLC
UNCHANGED8,9218,92100%$301.9K$320.5K+$18.6K2026-10-15
Bright Futures Wealth Management, Llc.
INCREASED8,9088,863+45+1%$299.9K$320.1K+$20.1K2026-10-23
ERn Financial, LLC
UNCHANGED8,7348,73400%$295.6K$313.8K+$18.3K2026-10-28
Mid-American Wealth Advisory Group, Inc.
NEW8,719—+8,719——$313.3K—2026-10-21
Secure Asset Management, LLC
INCREASED8,5606,462+2,098+32%$218.7K$307.6K+$88.9K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED8,5528,048+504+6%$272.3K$307.3K+$34.9K2026-11-02
Morton Brown Family Wealth, LLC
DECREASED8,5408,751-211-2%$296.1K$306.8K+$10.7K2026-10-23
Mirador Capital Partners LP
INCREASED8,5408,539+1+0%$289.0K$306.9K+$17.9K2026-10-09
Advisor OS, LLC
DECREASED8,51510,822-2,307-21%$366.2K$306.0K-$60.2K2026-11-03
Aull & Monroe Investment Management Corp
INCREASED8,4597,955+504+6%$269.2K$303.9K+$34.8K2026-10-16
Keystone Wealth Services, LLC
INCREASED8,4588,450+8+0%$285.9K$303.7K+$17.8K2026-11-03
JSF Financial, LLC
DECREASED8,4128,500-88-1%$287.6K$302.3K+$14.6K2026-10-22
Equita Financial Network, Inc.
INCREASED8,4086,820+1,588+23%$230.8K$302.1K+$71.3K2026-10-19
Accredited Investor Services, LLC
UNCHANGED8,3878,38700%$283.8K$301.3K+$17.5K2026-10-22
Trust Point Inc.
INCREASED8,3308,167+163+2%$276.4K$299.3K+$22.9K2026-10-27
Crusonia Wealth Advisors LLC
INCREASED8,3257,892+433+5%$267.1K$299.1K+$32.1K2026-10-26
Weitzel Financial Services, Inc.
DECREASED8,2748,397-123-1%$285.6K$300.6K+$15.0K2026-10-16
Rodgers & Associates, LTD
INCREASED8,2646,748+1,516+22%$228.4K$296.9K+$68.6K2026-10-20
Intrua Financial, LLC
DECREASED8,22422,619-14,395-64%$765.4K$295.5K-$469.9K2026-10-28
Innova Wealth Partners
INCREASED8,1956,775+1,420+21%$229.3K$294.5K+$65.2K2026-10-21
Lee Financial Co
UNCHANGED8,1368,13600%$275.3K$292.3K+$17.0K2026-10-16
Stenger Family Office, LLC
DECREASED8,1029,916-1,814-18%$376.9K$296.5K-$80.5K2026-10-22
Axim Planning & Wealth
DECREASED8,1018,476-375-4%$286.8K$291.1K+$4.3K2026-10-28
LFG Wealth Partners, LLC
UNCHANGED8,0428,04200%$272.1K$288.9K+$16.8K2026-10-28
Summit Global Investments
INCREASED8,0308,027+3+0%$272.0K$289-$271.7K2026-10-28
Cove Private Wealth, LLC
UNCHANGED8,0008,00000%$270.7K$287.4K+$16.7K2026-10-28
Morton Capital Management LLC
DECREASED7,9649,884-1,920-19%$334.5K$286.2K-$48.3K2026-10-23
Hardin Capital Partners, LLC
INCREASED7,9606,933+1,027+15%$234.7K$286.0K+$51.3K2026-10-09
Wealth Dimensions Group, Ltd.
DECREASED7,95510,778-2,823-26%$364.7K$285.8K-$78.9K2026-11-02
Elevation Wealth Partners, LLC
INCREASED7,9427,528+414+6%$254.8K$285.4K+$30.6K2026-10-07
Crestwood Advisors Group, LLC
UNCHANGED7,9167,91600%$267.9K$284.4K+$16.5K2026-10-27
Grandview Asset Management LLC
DECREASED7,89488,402-80,508-91%$3.0M$283.6K-$2.7M2026-10-19
Turning Point Benefit Group, Inc.
DECREASED7,87810,804-2,926-27%$367.5K$283.6K-$83.9K2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED7,8657,857+8+0%$265.9K$282.6K+$16.7K2026-11-04
Boomfish Wealth Group, LLC
INCREASED7,8377,834+3+0%$265.1K$281.6K+$16.5K2026-10-22
marrick wealth, LLC
UNCHANGED7,8207,82000%$264.6K$281.0K+$16.3K2026-10-20
Balboa Wealth Partners
INCREASED7,8197,636+183+2%$258.4K$280.9K+$22.5K2026-10-20
Catalyst Investment Management LLC
DECREASED7,80110,491-2,690-26%$355.0K$280.3K-$74.7K2026-10-21
Barclays PLC
UNCHANGED7,7207,72000%$261.2K$277.4K+$16.1K2026-11-06
Wolff Financial Management LLC
DECREASED7,6958,083-388-5%$273.5K$276.5K+$3.0K2026-10-23
Penobscot Wealth Management
DECREASED7,6887,692-40%$260.3K$276.2K+$15.9K2026-10-21
Lanark Financial, Inc.
DECREASED7,6578,936-1,279-14%$302.4K$275.1K-$27.3K2026-10-26
Aviance Capital Partners, LLC
UNCHANGED7,6197,61900%$257.8K$273.7K+$15.9K2026-10-29
Successful Portfolios LLC
NEW7,505—+7,505——$275.6K—2026-10-09
Montz Harcus Wealth Management LLC
DECREASED7,4947,973-479-6%$269.8K$269.3K-$5432026-10-09
Friedenthal Financial
INCREASED7,4313,894+3,537+91%$131.8K$267.0K+$135.2K2026-10-27
Welch Financial Planning, LLC
UNCHANGED7,3927,39200%$250.1K$265.6K+$15.5K2026-11-06
Cora Capital Advisors LLC
DECREASED7,3667,406-40-1%$250.6K$264.7K+$14.0K2026-11-02
Trilogy Capital Inc.
INCREASED7,3186,187+1,131+18%$209.4K$262.9K+$53.5K2026-10-20
Cyndeo Wealth Partners, LLC
NEW7,266—+7,266——$261.1K—2026-10-16
Equitable Trust Co
UNCHANGED7,2397,23900%$245.0K$260.1K+$15.1K2026-10-13
Tanager Wealth Management LLP
DECREASED7,2007,323-123-2%$247.8K$258.7K+$10.9K2026-10-19
Decision Investments, Inc
UNCHANGED7,2007,20000%$243.6K$258.7K+$15.0K2026-10-07
Able Wealth Management LLC
NEW7,191—+7,191——$263.9K—2026-10-13
Accelerate Investment Advisors LLC
DECREASED7,18710,179-2,992-29%$344.4K$258.2K-$86.2K2026-11-02
Meyer Handelman Co
UNCHANGED7,0967,09600%$240.1K$255.0K+$14.8K2026-10-28
Collective Family Office LLC
NEW7,091—+7,091——$254.8K—2026-10-05
Forvis Mazars Wealth Advisors, LLC
NEW7,086—+7,086——$254.6K—2026-10-13
Nations Financial Group Inc,
DECREASED7,0597,171-112-2%$242.7K$253.7K+$11.0K2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED7,0077,00700%$237.1K$251.8K+$14.6K2026-11-05
Greenleaf Trust
UNCHANGED6,9766,97600%$236.1K$250.6K+$14.6K2026-10-29
First Interstate Bank
UNCHANGED6,9596,95900%$235.5K$250.0K+$14.5K2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED6,9506,95000%$235.2K$249.7K+$14.5K2026-11-03
Forza Wealth Management, LLC
UNCHANGED6,9486,94800%$235.1K$249.6K+$14.5K2026-10-20
Prospera Capital Management, LLC
UNCHANGED6,9466,94600%$239.8K$239.8K$02026-10-19
Define Financial, LLC
DECREASED6,9286,971-43-1%$235.9K$248.9K+$13.0K2026-10-14
BNC Wealth Management, LLC
DECREASED6,8726,955-83-1%$235.4K$246.9K+$11.6K2026-10-19
Beacon Financial Strategies Corp
UNCHANGED6,8526,85200%$231.9K$246.2K+$14.3K2026-10-14
Firethorn Wealth Partners, LLC
INCREASED6,8116,805+6+0%$230.3K$244.7K+$14.4K2026-10-14
TrustWell Financial Advisors, LLC
DECREASED6,7937,561-768-10%$255.9K$244.1K-$11.8K2026-10-15
Imc-Chicago, LLC
DECREASED6,78027,868-21,088-76%$943.1K$243.6K-$699.4K2026-11-05
Riversedge Advisors, LLC
INCREASED6,7476,412+335+5%$217.0K$242.4K+$25.4K2026-10-09
Rockwood Wealth Management, LLC
UNCHANGED6,7276,72700%$227.6K$241.7K+$14.1K2026-10-27
Capital Investment Counsel, LLC
DECREASED6,6697,131-462-6%$241.3K$239.6K-$1.7K2026-10-14
Global Financial Private Client, LLC
UNCHANGED6,6346,63400%$224.5K$238.4K+$13.9K2026-10-15
Moneywise, Inc.
DECREASED6,62016,208-9,588-59%$548.5K$237.9K-$310.6K2026-10-30
Avantra Family Wealth, Inc.
INCREASED6,6176,325+292+5%$214.0K$237.7K+$23.7K2026-10-20
Cypress Wealth Services, LLC
INCREASED6,5526,499+53+1%$219.9K$242.0K+$22.0K2026-10-21
San Luis Wealth Advisors LLC
NEW6,530—+6,530——$234.6K—2026-10-27
Saxony Capital Management, LLC
INCREASED6,4786,449+29+0%$218.2K$232.8K+$14.5K2026-10-15
Pittenger & Anderson Inc
UNCHANGED6,4326,43200%$217.7K$231.1K+$13.4K2026-11-02
Summit Financial Consulting LLC
DECREASED6,42510,851-4,426-41%$367.2K$230.9K-$136.3K2026-10-15
Hartline Investment Corp/
DECREASED6,4048,028-1,624-20%$271.7K$230.1K-$41.6K2026-10-29
Enzi Wealth
NEW6,400—+6,400——$234.2K—2026-10-14
Abound Wealth Management
INCREASED6,3933,254+3,139+96%$110.1K$229.7K+$119.6K2026-10-26
One Advisory Partners, LLC
NEW6,391—+6,391——$229.6K—2026-10-22
MJT & Associates Financial Advisory Group, Inc.
DECREASED6,3479,617-3,270-34%$325.4K$228.0K-$97.4K2026-10-07
Insight Wealth Strategies, LLC
DECREASED6,3367,896-1,560-20%$269.3K$227.7K-$41.7K2026-10-09
Piscataqua Savings Bank
UNCHANGED6,3346,33400%$214.3K$227.6K+$13.2K2026-10-21
Mccarter Private Wealth Services LLC
NEW6,315—+6,315——$226.9K—2026-10-22
Centennial Wealth Advisory LLC
INCREASED6,2886,173+115+2%$208.9K$225.9K+$17.0K2026-10-16
Allspring Global Investments Holdings, LLC
UNCHANGED6,2886,28800%$214.3K$228.6K+$14.3K2026-11-04
Sheets Smith Wealth Management
INCREASED6,2696,268+1+0%$212.1K$225.2K+$13.1K2026-10-16
Castle Rock Wealth Management, LLC
DECREASED6,2306,389-159-2%$217.9K$230.1K+$12.2K2026-10-09
Wespac Advisors, LLC
NEW6,197—+6,197——$222.7K—2026-10-26
MMA Asset Management LLC
DECREASED6,1706,304-134-2%$213.3K$221.7K+$8.4K2026-11-02
Compass Planning Associates Inc
DECREASED6,1086,655-547-8%$225.2K$219.5K-$5.7K2026-10-13
WealthPlan Investment Management, LLC
DECREASED6,1016,231-130-2%$210.9K$219.2K+$8.3K2026-10-15
Palatine Hill Wealth Management, LLC
NEW6,096—+6,096——$219.0K—2026-11-03
Procyon Advisors, LLC
DECREASED6,0786,376-298-5%$215.8K$218.4K+$2.6K2026-10-21
PKS Advisory Services, LLC
UNCHANGED5,9815,98100%$202.4K$202.4K$02026-10-26
Centurion Wealth Management LLC
UNCHANGED5,9795,97900%$202.3K$214.8K+$12.5K2026-10-13
Merkkuri Wealth Advisors LLC
INCREASED5,9685,962+6+0%$201.8K$214.4K+$12.7K2026-11-03
CFS Investment Advisory Services, LLC
UNCHANGED5,9645,96400%$203.5K$220.3K+$16.8K2026-10-19
Bennett Selby Investments LP
UNCHANGED5,9245,92400%$200.5K$212.9K+$12.4K2026-10-19
Patton Albertson Miller Group, LLC
NEW5,917—+5,917——$212.6K—2026-10-26
Pflug Koory, LLC
INCREASED5,8885,882+6+0%$199.1K$211.6K+$12.5K2026-10-26
ZWJ Investment Counsel Inc
NEW5,828—+5,828——$209.4K—2026-10-15
Stonebridge Financial Group, LLC
NEW5,817—+5,817——$209.0K—2026-10-01
Sound Income Strategies, LLC
NEW5,804—+5,804——$211.4K—2026-10-09
One Wealth Capital Management, LLC
DECREASED5,77211,770-5,998-51%$398.3K$207.4K-$190.9K2026-10-23
Clearstead Trust, LLC
UNCHANGED5,7565,75600%$194.8K$206.8K+$12.0K2026-11-06
Financial Partners Group, Inc
NEW5,742—+5,742——$206.3K—2026-10-19
Hillcrest Wealth Advisors - NY, LLC
DECREASED5,7406,240-500-8%$211.2K$206.2K-$4.9K2026-10-22
NovaPoint Capital, LLC
NEW5,738—+5,738——$206.2K—2026-10-22
One Way Holdings LLC
DECREASED5,7239,965-4,242-43%$337.2K$205.6K-$131.6K2026-10-29
RAM Investment Partners, LLC
NEW5,668—+5,668——$203.7K—2026-10-21
Econ Financial Services Corp
NEW5,660—+5,660——$203.4K—2026-10-19
Mezzasalma Advisors, LLC
NEW5,600—+5,600——$201.2K—2026-10-14
United Community Bank
DECREASED5,60010,693-5,093-48%$361.9K$201.2K-$160.6K2026-10-28
Regent Peak Wealth Advisors LLC
NEW5,573—+5,573——$200.2K—2026-10-13
Washington Trust Advisors, Inc.
INCREASED5,5305,524+6+0%$186.9K$198.7K+$11.7K2026-10-22
Mcdonald Partners LLC
DECREASED5,4458,445-3,000-36%$285.8K$195.6K-$90.1K2026-11-03
Versant Capital Management, Inc
INCREASED5,3205,319+1+0%$180.0K$191.1K+$11.2K2026-10-02
Kennebec Savings Bank
DECREASED5,1555,248-93-2%$177.6K$185.2K+$7.6K2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED4,9691,304+3,665+281%$44.1K$178.5K+$134.4K2026-10-15
First Horizon Corp
UNCHANGED4,8004,80000%$162.4K$172.5K+$10.0K2026-10-26
Lodestone Wealth Management LLC
DECREASED4,7954,800-50%$162.4K$172.3K+$9.8K2026-10-14
Citizens National Bank Trust Department
UNCHANGED4,3404,34000%$146.9K$155.9K+$9.1K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED4,3224,32200%$146.3K$155.3K+$9.0K2026-10-16
Gilpin Wealth Management, LLC
INCREASED4,2703,368+902+27%$114.0K$153.4K+$39.4K2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED4,2624,26200%$144.2K$153.1K+$8.9K2026-10-13
Trust Co
INCREASED4,2192,697+1,522+56%$91.3K$151.6K+$60.3K2026-10-09
Laurel Wealth Advisors LLC
NEW4,144—+4,144——$148.9K—2026-10-27
Tounjian Advisory Partners, LLC
DECREASED4,1124,270-158-4%$144.5K$147.8K+$3.3K2026-11-04
Mogy Joel R Investment Counsel Inc
INCREASED4,0761,847+2,229+121%$62.5K$146.5K+$83.9K2026-10-13
First Community Trust NA
INCREASED4,0712,935+1,136+39%$99.3K$146.3K+$47.0K2026-10-07
Main Street Group, LTD
INCREASED4,0644,063+1+0%$137.5K$146.0K+$8.5K2026-10-28
MB, Levis & Associates, LLC
INCREASED4,0414,037+4+0%$136.6K$145.2K+$8.6K2026-10-16
Concord Wealth Partners
UNCHANGED4,0064,00600%$135.6K$143.9K+$8.4K2026-11-02
Legacy Bridge, LLC
UNCHANGED4,0004,00000%$135.4K$143.7K+$8.4K2026-10-28
Gamma Investing LLC
INCREASED3,9852,145+1,840+86%$72.6K$143.2K+$70.6K2026-10-08
Bell Investment Advisors, Inc
INCREASED3,8203,817+3+0%$129.2K$137.2K+$8.1K2026-10-29
Toth Financial Advisory Corp
DECREASED3,7123,732-20-1%$126.3K$133.4K+$7.1K2026-10-08
Pension & Wealth Management Advisors, Inc.
INCREASED3,6783,677+1+0%$124.4K$132.2K+$7.7K2026-10-16
Wolff Wiese Magana LLC
INCREASED3,5903,568+22+1%$120.7K$129.0K+$8.3K2026-10-15
Sfam, LLC
DECREASED3,5694,025-456-11%$136.2K$128.2K-$8.0K2026-11-03
Evolution Wealth Management Inc.
INCREASED3,4262,579+847+33%$87.3K$123.1K+$35.8K2026-10-28
Armor Investment Advisors, LLC
UNCHANGED3,2603,26000%$110.3K$117.1K+$6.8K2026-10-27
Activest Wealth Management
INCREASED2,9922,989+3+0%$101.1K$107.5K+$6.4K2026-10-15
Stone House Investment Management, LLC
INCREASED2,9822,871+111+4%$97.2K$107.1K+$10.0K2026-10-23
Portfolio Resources Advisor Group, Inc.
NEW2,792—+2,792——$100.3K—2026-10-20
NBT Bank, N.A.
DECREASED2,4978,729-6,232-71%$295.4K$89.7K-$205.7K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED2,4683,968-1,500-38%$134.3K$88.7K-$45.6K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED2,4641,042+1,422+136%$35.3K$88.5K+$53.3K2026-11-05
Key FInancial Inc
DECREASED2,4612,495-34-1%$84.4K$88.4K+$4.0K2026-11-02
Burk Holdings LLC
UNCHANGED2,4222,42200%$82.0K$87.0K+$5.1K2026-11-05
Blume Capital Management, Inc.
UNCHANGED2,4002,40000%$81.2K$86.2K+$5.0K2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED2,3522,860-508-18%$96.8K$84.5K-$12.3K2026-10-15
Horizon Financial Services, LLC
UNCHANGED2,3322,33200%$78.9K$83.8K+$4.9K2026-11-04
Kozak & Associates, Inc.
INCREASED2,2892,286+3+0%$78.0K$81.5K+$3.5K2026-10-29
Highline Wealth Partners LLC
DECREASED2,2842,982-698-23%$100.9K$82.1K-$18.8K2026-10-19
Trust Co of Vermont
UNCHANGED2,2202,22000%$75.1K$79.8K+$4.6K2026-10-21
MTM Investment Management, LLC
INCREASED2,1451,895+250+13%$64.1K$77.1K+$12.9K2026-10-30
City Holding Co
UNCHANGED2,1002,10000%$71.1K$75.5K+$4.4K2026-10-19
Whipplewood Advisors, LLC
UNCHANGED2,0392,03900%$69.0K$73.3K+$4.3K2026-10-20
Creative Capital Management Investments LLC
INCREASED2,0251,825+200+11%$61.8K$72.8K+$11.0K2026-10-28
Archer Investment Corp
INCREASED2,016594+1,422+239%$20.1K$72.4K+$52.3K2026-11-05
First Command Advisory Services, Inc.
DECREASED1,9741,975-10%$66.8K$70.9K+$4.1K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED1,9271,92700%$65.2K$69.2K+$4.0K2026-10-16
West Paces Advisors Inc.
INCREASED1,9061,708+198+12%$57.8K$68.5K+$10.7K2026-10-13
Planning Strategies Inc.
DECREASED1,8602,021-161-8%$68.4K$66.8K-$1.6K2026-10-02
EPG Wealth Management LLC
DECREASED1,8362,337-501-21%$79.1K$66.0K-$13.1K2026-11-03
Roxbury Financial LLC
UNCHANGED1,7961,79600%$60.8K$64.5K+$3.8K2026-10-01
Owl Creek Wealth Partners LLC
INCREASED1,7441,720+24+1%$58.2K$62.7K+$4.5K2026-10-20
Hanseatic Management Services Inc
NEW1,711—+1,711——$61.5K—2026-10-27
GK Wealth Management LLC
NEW1,633—+1,633——$58.7K—2026-10-09
Dorato Capital Management
DECREASED1,6051,776-171-10%$61.5K$59.2K-$2.4K2026-10-08
Jnba Financial Advisors
DECREASED1,5911,919-328-17%$64.9K$57.2K-$7.8K2026-11-03
Nova Financial LLC
NEW1,430—+1,430——$51.4K—2026-11-04
Richardson Financial Services Inc.
UNCHANGED1,4271,42700%$48.3K$51.3K+$3.0K2026-10-30
Kingdom Financial Group Llc.
INCREASED1,3841,364+20+1%$46.2K$49.7K+$3.5K2026-11-04
Community Financial Services Group, LLC
UNCHANGED1,3681,36800%$46.7K$49.2K+$2.6K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED1,2341,23400%$42.1K$44.3K+$2.2K2026-10-29
Foresight Capital Management Advisors, Inc.
NEW1,225—+1,225——$44.0K—2026-10-27
Lloyd Advisory Services, Llc.
INCREASED1,176796+380+48%$26.9K$42.2K+$15.3K2026-11-02
TD Waterhouse Canada Inc.
INCREASED1,147919+228+25%$31.3K$41.3K+$10.0K2026-10-16
Phillips Financial Management, LLC
UNCHANGED1,0161,01600%$34.4K$36.5K+$2.1K2026-10-19
Center for Financial Planning, Inc.
UNCHANGED95195100%$32.2K$34.2K+$2.0K2026-10-26
Country Trust Bank
NEW902—+902——$32.4K—2026-10-30
Morling Financial Advisors, LLC
NEW881—+881——$31.7K—2026-10-28
Westside Investment Management, Inc.
NEW870—+870——$31.3K—2026-11-02
DeDora Capital, Inc.
NEW825—+825——$29.6K—2026-10-26
Valued Wealth Advisors LLC
DECREASED809860-51-6%$29.1K$29.1K-$92026-11-05
CGC Financial Services, LLC
UNCHANGED80080000%$27.1K$28.7K+$1.7K2026-10-13
Montag A & Associates Inc
NEW779—+779——$28.0K—2026-10-29
Barrett & Company, Inc.
UNCHANGED77777700%$26.6K$27.2K+$6442026-10-22
Atwood & Palmer Inc
DECREASED768828-60-7%$28.0K$27.6K-$4332026-10-08
Align Financial, LLC
NEW732—+732——$26.3K—2026-10-16
Barnes Dennig Private Wealth Management LLC
INCREASED701256+445+174%$8.7K$25.2K+$16.5K2026-10-30
Tsfg, LLC
DECREASED6853,493-2,808-80%$118.0K$25-$118.0K2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED65765700%$22.2K$23.6K+$1.4K2026-10-05
Atlantic Edge Private Wealth Management, LLC
INCREASED653609+44+7%$20.6K$23.5K+$2.8K2026-10-20
GGM Financial LLC
UNCHANGED64564500%$21.8K$23.2K+$1.4K2026-11-05
Reap Financial Group, LLC
INCREASED632631+1+0%$21.4K$22.7K+$1.3K2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED619617+2+0%$20.9K$22.2K+$1.3K2026-10-19
Noble Wealth Management PBC
INCREASED567529+38+7%$17.9K$20.4K+$2.5K2026-10-01
Bangor Savings Bank
DECREASED5401,840-1,300-71%$62.3K$19.4K-$42.9K2026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED50350300%$17.0K$18.1K+$1.1K2026-11-02
Oakworth Capital, Inc.
UNCHANGED48348300%$16.5K$17.4K+$8792026-10-26
Harbor Investment Advisory, LLC
UNCHANGED46046000%$15.6K$16.5K+$9622026-10-13
Tower View Wealth Management LLC
INCREASED431430+1+0%$14.6K$15.5K+$9162026-10-23
High Note Wealth, LLC
INCREASED423355+68+19%$12.0K$15.2K+$3.2K2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED33633600%$11.4K$12.1K+$7022026-10-20
Triumph Capital Management
DECREASED310555-245-44%$18.8K$11.2K-$7.6K2026-10-14
Phillip James Consulting Co.
UNCHANGED31031000%$10.5K$11.1K+$6482026-11-03
Nemes Rush Group LLC
NEW305—+305——$11.0K—2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED30430400%$10.3K$10.9K+$6362026-10-09
Trifecta Capital Advisors, LLC
UNCHANGED30030000%$10.2K$10.8K+$6272026-10-21
Towne Trust Company, N.a
UNCHANGED27627600%$9.3K$9.9K+$5772026-10-28
James T. Borello RIA
NEW273—+273——$9.8K—2026-10-16
Y.D. More Investments Ltd
DECREASED250750-500-67%$25.4K$9.0K-$16.4K2026-11-02
Chilton Capital Management LLC
NEW249—+249——$8.9K—2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED24824800%$8.4K$8.9K+$5192026-10-15
Balance Wealth Partners LLC
NEW246—+246——$8.8K—2026-10-27
Private Wealth Management Group, LLC
INCREASED242212+30+14%$7.2K$8.7K+$1.5K2026-10-19
Gen-Wealth Partners Inc
INCREASED23386+147+171%$2.9K$8.4K+$5.4K2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED23323300%$7.9K$8.4K+$4872026-10-20
McCarley & Cook Financial Planners
UNCHANGED21821800%$7.4K$7.8K+$4562026-10-21
Breakwater Investment Management
UNCHANGED21621600%$7.3K$7.8K+$4512026-10-20
Livelsberger Financial Advisory
NEW200—+200——$7.2K—2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED20020000%$6.8K$7.2K+$4182026-10-16
DB Fitzpatrick & Co, Inc
UNCHANGED18718700%$6.3K$6.7K+$3912026-10-19
Alta Capital Management LLC/
NEW185—+185——$6.6K—2026-10-26
Beacon Capital Management, Inc.
UNCHANGED18418400%$6.2K$6.6K+$3842026-10-13
Register Financial Advisors LLC
NEW147—+147——$5.3K—2026-10-23
American Capital Advisory, LLC
UNCHANGED14514500%$4.9K$5.2K+$3032026-10-28
Yankcom Partnership
DECREASED1403,628-3,488-96%$122.8K$5.0K-$117.7K2026-10-15
Spurstone Advisory Services, LLC
DECREASED140146-6-4%$5.0K$5.0K+$602026-11-02
Vermillion Wealth Management, Inc.
DECREASED13921,535-21,396-99%$728.7K$5.0K-$723.8K2026-10-26
Hughes Financial Services, LLC
UNCHANGED13313300%$4.5K$4.7K+$1812026-10-30
City State Bank
DECREASED109221-112-51%$7.5K$3.9K-$3.6K2026-10-20
Go Invest LLC
DECREASED101608-507-83%$20.6K$3.6K-$17.0K2026-10-09
Nfsg Corp
DECREASED100484-384-79%$16.4K$3.6K-$12.8K2026-10-15
Gables Capital Management Inc.
UNCHANGED858500%$2.9K$3.1K+$1782026-11-04
Buck Wealth Strategies, LLC
UNCHANGED808000%$2.7K$2.9K+$1672026-10-28
Robbins Farley
UNCHANGED707000%$2.4K$2.5K+$1472026-10-21
Rydar Equities, Inc.
NEW68—+68——$2.5K—2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED555500%$1.9K$2.0K+$1152026-10-15
Acumen Wealth Advisors, LLC
INCREASED5040+10+25%$1.4K$1.8K+$4432026-11-05
Central Pacific Bank - Trust Division
UNCHANGED363600%$1.2K$1.3K+$752026-10-06
Tompkins Financial Corp
DECREASED2941-12-29%$1.4K$1.0K-$3452026-10-05
Financially Speaking Inc
UNCHANGED161600%$467$575+$1082026-11-05
PFS Partners, LLC
UNCHANGED141400%$474$504+$302026-10-21
DecisionPoint Financial, LLC
UNCHANGED131300%$444$468+$242026-10-27
Clayton Financial Group LLC
NEW11—+11——$396—2026-10-13
KMG Fiduciary Partners, LLC
CLOSED0112,454-112,454-100%$3.8M$0-$3.8M2026-10-14
Boyum Wealth Architects LLC
CLOSED043,582-43,582-100%$1.5M$0-$1.5M2026-10-06
OMC Financial Services LTD
CLOSED028,550-28,550-100%$966.1K$0-$966.1K2026-10-19
Dumont & Blake Investment Advisors LLC
CLOSED026,128-26,128-100%$884.2K$0-$884.2K2026-10-28
Check Capital Management Inc
CLOSED019,600-19,600-100%$663.3K$0-$663.3K2026-11-05
Tull Financial Group, Inc.
CLOSED014,495-14,495-100%$490.5K$0-$490.5K2026-11-05
Firestone Capital Management
CLOSED012,541-12,541-100%$424.4K$0-$424.4K2026-11-03
Retireful, LLC
CLOSED011,899-11,899-100%$412.1K$0-$412.1K2026-10-09
Teamwork Financial Advisors, LLC
CLOSED011,837-11,837-100%$400.6K$0-$400.6K2026-10-19
Strategic Equity Management
CLOSED010,623-10,623-100%$359.5K$0-$359.5K2026-11-04
Legacy Capital Wealth Partners, LLC
CLOSED010,393-10,393-100%$351.7K$0-$351.7K2026-10-21
First National Trust Co
CLOSED09,665-9,665-100%$327.1K$0-$327.1K2026-10-28
Emprise Bank
CLOSED08,227-8,227-100%$278.4K$0-$278.4K2026-10-07
Kestra Investment Management, LLC
CLOSED08,151-8,151-100%$275.8K$0-$275.8K2026-11-04
WealthBridge Capital Management, LLC
CLOSED08,116-8,116-100%$274.6K$0-$274.6K2026-10-16
BAM Wealth Management, LLC
CLOSED07,279-7,279-100%$246.3K$0-$246.3K2026-10-15
SteelPeak Wealth, LLC
CLOSED07,030-7,030-100%$237.9K$0-$237.9K2026-10-16
Boston Standard Wealth Management, LLC
CLOSED06,644-6,644-100%$227.2K$0-$227.2K2026-10-07
Highland Capital Management, LLC
CLOSED06,350-6,350-100%$214.9K$0-$214.9K2026-10-26
Pegasus Asset Management, Inc.
CLOSED05,931-5,931-100%$200.7K$0-$200.7K2026-11-03
National Wealth Management Group, LLC
CLOSED05,911-5,911-100%$200.0K$0-$200.0K2026-10-26
Tucker Asset Management LLC
CLOSED04,632-4,632-100%$156.8K$0-$156.8K2026-10-29
Commonwealth Retirement Investments LLC
CLOSED04,562-4,562-100%$154.4K$0-$154.4K2026-10-26
Founders Capital Management
CLOSED02,747-2,747-100%$93.0K$0-$93.0K2026-10-13
Brooklyn FI, LLC
CLOSED01,924-1,924-100%$65.5K$0-$65.5K2026-11-05
Centerpoint Advisors, LLC
CLOSED0544-544-100%$18$0-$182026-11-05
CrossGen Wealth, LLC
CLOSED0360-360-100%$12.2K$0-$12.2K2026-10-30
Sarver Vrooman Wealth Advisors
CLOSED0197-197-100%$6.8K$0-$6.8K2026-10-01
Bokf, NA
CLOSED0180-180-100%$6.1K$0-$6.1K2026-10-27
Key Capital Management, Inc
CLOSED0133-133-100%$4.5K$0-$4.5K2026-11-03
Sims Investment Management, LLC
CLOSED0100-100-100%$3.4K$0-$3.4K2026-10-13
Bear Mountain Capital, Inc.
CLOSED033-33-100%$1.1K$0-$1.1K2026-11-04
Wagner Wealth Management, LLC
CLOSED022-22-100%$750$0-$7502026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED000—$12$12$02026-10-15
StrongBox Wealth, LLC
UNCHANGED000—$3$3$02026-11-02
Charles Schwab Investment Management Inc
N/A—121,984,901-121,984,901-100%$4.1B———
Envestnet Asset Management Inc
N/A—61,784,989-61,784,989-100%$2.1B———
SEI Investments Co
N/A—47,660,218-47,660,218-100%$1.6B———
Financial Engines Advisors L.L.C.
N/A—39,212,098-39,212,098-100%$1.3B———
LPL Financial LLC
N/A—38,293,135-38,293,135-100%$1.3B———
Mariner, LLC
N/A—19,308,603-19,308,603-100%$653.4M———
Cetera Investment Advisers
N/A—19,036,117-19,036,117-100%$644.2M———
Osaic Holdings, Inc.
N/A—18,396,878-18,396,878-100%$622.6M———
Raymond James Financial Inc
N/A—16,967,726-16,967,726-100%$574.2M———
Ameriprise Financial Inc
N/A—16,012,825-16,012,825-100%$542.1M———
Northwestern Mutual Wealth Management Co
N/A—10,969,343-10,969,343-100%$371.2M———
MML Investors Services, LLC
N/A—10,841,383-10,841,383-100%$366.9M———
Wells Fargo & Company
N/A—10,473,435-10,473,435-100%$354.4M———
Morgan Stanley
N/A—9,519,537-9,519,537-100%$322.1M———
Bank of America Corp
N/A—8,445,311-8,445,311-100%$285.8M———
JPMorgan Chase & Co
N/A—8,221,023-8,221,023-100%$275.1M———
OneDigital Investment Advisors LLC
N/A—7,776,295-7,776,295-100%$263.1M———
HighTower Advisors, LLC
N/A—7,356,889-7,356,889-100%$249.0M———
Focus Partners Wealth
N/A—6,836,103-6,836,103-100%$231.3M———
Beacon Pointe Advisors, LLC
N/A—6,744,828-6,744,828-100%$228.2M———
Moneta Group Investment Advisors LLC
N/A—6,662,859-6,662,859-100%$225.5M———
Clark Capital Management Group, Inc.
N/A—4,491,439-4,491,439-100%$152.0M———
Cerity Partners LLC
N/A—3,902,668-3,902,668-100%$113.1M———
HHM Wealth Advisors, LLC
N/A—3,728,072-3,728,072-100%$126.2M———
Waverly Advisors, LLC
N/A—3,660,774-3,660,774-100%$123.9M———
UBS Group AG
N/A—3,269,280-3,269,280-100%$110.6M———
Savvy Advisors, Inc.
N/A—3,061,326-3,061,326-100%$103.6M———
United Capital Financial Advisors, LLC
N/A—2,898,121-2,898,121-100%$98.1M———
Royal Bank of Canada
N/A—2,872,709-2,872,709-100%$97.2M———
Berger Financial Group, Inc
N/A—2,842,453-2,842,453-100%$96.2M———
Stifel Financial Corp
N/A—2,221,385-2,221,385-100%$75.2M———
MAI Capital Management
N/A—2,095,721-2,095,721-100%$70.9M———
BlueStem Wealth Partners, LLC
N/A—1,924,760-1,924,760-100%$65.1M———
Belpointe Asset Management LLC
N/A—1,885,406-1,885,406-100%$63.8M———
Kelman-Lazarov, Inc.
N/A—1,882,199-1,882,199-100%$63.7M———
Brio Consultants, LLC
N/A—1,880,176-1,880,176-100%$63.6M———
Bleakley Financial Group, LLC
N/A—1,855,593-1,855,593-100%$62.8M———
World Investment Advisors
N/A—1,790,665-1,790,665-100%$53.7M———
Main Street Financial Solutions, LLC
N/A—1,771,594-1,771,594-100%$60.0M———
Lowe Brockenbrough & Co Inc
N/A—1,713,342-1,713,342-100%$58.0M———
Jones Financial Companies Lllp
N/A—1,626,152-1,626,152-100%$53.4M———
Integrated Wealth Concepts LLC
N/A—1,602,761-1,602,761-100%$54.2M———
Captrust Financial Advisors
N/A—1,588,057-1,588,057-100%$53.7M———
Envestnet Portfolio Solutions, Inc.
N/A—1,573,141-1,573,141-100%$53.2M———
Focus Partners Advisor Solutions, LLC
N/A—1,552,951-1,552,951-100%$52.6M———
Ausdal Financial Partners, Inc.
N/A—1,529,124-1,529,124-100%$51.7M———
Summit Wealth & Retirement Planning, Inc.
N/A—1,522,032-1,522,032-100%$51.5M———
Tradition Wealth Management, LLC
N/A—1,491,128-1,491,128-100%$50.5M———
Principal Securities, Inc.
N/A—1,417,627-1,417,627-100%$48.0M———
Dravo BAY LLC
N/A—1,412,717-1,412,717-100%$47.8M———
Goepper Burkhardt LLC
N/A—1,412,525-1,412,525-100%$47.8M———
Financial Advisors Network, Inc.
N/A—1,353,786-1,353,786-100%$45.8M———
Vestwell Advisors, LLC
N/A—1,339,414-1,339,414-100%$45.3M———
Mercer Global Advisors Inc
N/A—1,304,552-1,304,552-100%$44.1M———
AQR Capital Management LLC
N/A—1,271,593-1,271,593-100%$41.8M———
Rollins Financial Advisors, LLC
N/A—1,246,133-1,246,133-100%$42.2M———
FLC Capital Advisors
N/A—1,168,501-1,168,501-100%$39.5M———
Advisors Capital Management, LLC
N/A—1,146,347-1,146,347-100%$38.8M———
Johnson Investment Counsel Inc
N/A—1,104,821-1,104,821-100%$37.4M———
SK Wealth Management, LLC
N/A—1,069,513-1,069,513-100%$38.3M———
EP Wealth Advisors, LLC
N/A—1,059,219-1,059,219-100%$35.8M———
Fortis Capital Advisors, LLC
N/A—1,035,142-1,035,142-100%$35.0M———
Invst, LLC
N/A—1,029,556-1,029,556-100%$34.8M———
Global Retirement Partners, LLC
N/A—991,286-991,286-100%$33.5M———
Sequoia Financial Advisors, LLC
N/A—991,224-991,224-100%$33.5M———
Summit Financial, LLC
N/A—977,847-977,847-100%$33.1M———
Threadgill Financial, LLC
N/A—959,491-959,491-100%$32.3M———
Donaldson Capital Management, LLC
N/A—937,247-937,247-100%$31.7M———
Ally Invest Advisors Inc.
N/A—934,561-934,561-100%$31.6M———
Ballast Advisors LLC
N/A—916,483-916,483-100%$31.0M———
Steffes Financial, Ltd.
N/A—832,673-832,673-100%$28.2M———
MOR Wealth Management, LLC
N/A—796,661-796,661-100%$27.0M———
Equitable Holdings, Inc.
N/A—777,590-777,590-100%$26.3M———
Ethos Financial Group, LLC
N/A—776,885-776,885-100%$25.8M———
Spreng Capital Management, Inc.
N/A—752,496-752,496-100%$25.5M———
Stratos Wealth Advisors, LLC
N/A—749,286-749,286-100%$25.4M———
Lowery Thomas, LLC
N/A—737,508-737,508-100%$25.0M———
Harbour Investments, Inc.
N/A—734,379-734,379-100%$24.9M———
Mutual Advisors, LLC
N/A—724,892-724,892-100%$24.5M———
Paces Ferry Wealth Advisors, LLC
N/A—693,962-693,962-100%$23.5M———
Compass Advisory Group LLC
N/A—692,205-692,205-100%$23.4M———
Sanctuary Advisors, LLC
N/A—686,962-686,962-100%$23.2M———
NewEdge Advisors, LLC
N/A—668,557-668,557-100%$22.6M———
Quantinno Capital Management LP
N/A—662,743-662,743-100%$22.4M———
Private Advisor Group, LLC
N/A—639,835-639,835-100%$21.7M———
Allworth Financial LP
N/A—636,680-636,680-100%$21.5M———
Lcnb Corp
N/A—632,901-632,901-100%$21.4M———
B & T Capital Management DBA Alpha Capital Management
N/A—632,037-632,037-100%$21.4M———
Composition Wealth, LLC
N/A—624,732-624,732-100%$21.1M———
Foundations Investment Advisors, LLC
N/A—606,001-606,001-100%$20.5M———
Bogart Wealth, LLC
N/A—600,089-600,089-100%$20.3M———
Cary Street Partners Financial LLC
N/A—600,051-600,051-100%$20.3M———
FMR LLC
N/A—597,020-597,020-100%$20.2M———
Payne Capital Management, LLC
N/A—580,688-580,688-100%$19.7M———
Kickstand Ventures, Llc.
N/A—563,859-563,859-100%$19.1M———
Advisory Services Network, LLC
N/A—549,841-549,841-100%$18.6M———
Aspen Wealth Strategies, LLC
N/A—518,026-518,026-100%$17.5M———
One Capital Management, LLC
N/A—486,711-486,711-100%$14.2M———
ProVise Management Group, LLC
N/A—479,214-479,214-100%$16.2M———
Summitpoint Capital Management
N/A—455,079-455,079-100%$15.4M———
CVA Family Office, LLC
N/A—439,964-439,964-100%$14.9M———
Stratos Wealth Partners, Ltd.
N/A—436,884-436,884-100%$14.8M———
Elite Financial, Inc.
N/A—435,197-435,197-100%$14.7M———
Kingsview Wealth Management, LLC
N/A—432,416-432,416-100%$14.6M———
Berkshire Asset Management LLC
N/A—425,185-425,185-100%$14.4M———
Per Stirling Capital Management, Llc.
N/A—422,899-422,899-100%$14.3M———
Vestmark Advisory Solutions, Inc.
N/A—417,289-417,289-100%$14.1M———
Betterment LLC
N/A—415,302-415,302-100%$14.1M———
Rockefeller Capital Management L.P.
N/A—411,601-411,601-100%$13.9M———
Arax Advisory Partners
N/A—406,763-406,763-100%$13.8M———
AE Wealth Management LLC
N/A—406,437-406,437-100%$13.8M———
Vista Cima Wealth Management LLC
N/A—403,164-403,164-100%$13.6M———
Storen Legacy Partners, LLC
N/A—397,800-397,800-100%$13.5M———
Ameritas Advisory Services, LLC
N/A—387,811-387,811-100%$13.1M———
Bravera Wealth
N/A—383,079-383,079-100%$13.0M———
Calton & Associates, Inc.
N/A—359,676-359,676-100%$12.2M———
Regimen Wealth, LLC
N/A—357,556-357,556-100%$12.1M———
Coldstream Capital Management Inc
N/A—355,283-355,283-100%$12.0M———
Blom & Howell Financial Planning, Inc.
N/A—351,261-351,261-100%$11.9M———
FAS Wealth Partners, Inc.
N/A—348,035-348,035-100%$11.8M———
&partners
N/A—340,541-340,541-100%$11.5M———
Leo H. Evart, Inc.
N/A—337,766-337,766-100%$11.4M———
Arkadios Wealth Advisors
N/A—336,850-336,850-100%$11.4M———
L2 Asset Management, LLC
N/A—335,004-335,004-100%$11.3M———
Goldman Sachs Group Inc
N/A—328,524-328,524-100%$11.1M———
IEQ Capital, LLC
N/A—327,261-327,261-100%$11.1M———
Benjamin Edwards Inc
N/A—325,020-325,020-100%$11.0M———
Entelevest, LLC
N/A—324,694-324,694-100%$11.0M———
Arbor Trust Wealth Advisors, LLC
N/A—324,691-324,691-100%$11.0M———
Broadleaf Partners, LLC
N/A—324,195-324,195-100%$11.0M———
Maridea Wealth Management LLC
N/A—322,472-322,472-100%$10.9M———
Pathstone Holdings, LLC
N/A—320,574-320,574-100%$10.8M———
Polianta Ltd
N/A—319,200-319,200-100%$10.8K———
N.E.W. Advisory Services LLC
N/A—318,535-318,535-100%$10.8M———
Smartleaf Asset Management LLC
N/A—317,627-317,627-100%$10.6M———
Amara Financial, Llc.
N/A—315,465-315,465-100%$10.7M———
Truepoint, Inc.
N/A—306,929-306,929-100%$10.4M———
Sage Financial Management Group, Inc.
N/A—306,195-306,195-100%$10.4M———
Susquehanna International Group, LLP
N/A—300,947-300,947-100%$10.2M———
HC Advisors, LLC
N/A—299,455-299,455-100%$10.1M———
Cahill Financial Advisors Inc
N/A—294,569-294,569-100%$10.0M———
Fiduciary Financial Advisors
N/A—282,570-282,570-100%$9.6M———
Cresset Asset Management, LLC
N/A—280,319-280,319-100%$9.5M———
Orion Porfolio Solutions, LLC
N/A—274,386-274,386-100%$9.3M———
Keyvantage Wealth, LLC
N/A—272,139-272,139-100%$9.2M———
One Charles Private Wealth Services, LLC
N/A—271,918-271,918-100%$9.2M———
Wealthedge Investment Advisors, LLC
N/A—271,052-271,052-100%$9.2M———
Beacon Bridge Wealth Partners, LLC
N/A—266,774-266,774-100%$9.0M———
JMG Financial Group, Ltd.
N/A—262,207-262,207-100%$8.9M———
Steward Partners Investment Advisory, LLC
N/A—256,233-256,233-100%$8.7M———
Integrated Investment Consultants, LLC
N/A—252,161-252,161-100%$8.5M———
IMA Advisory Services, Inc.
N/A—245,285-245,285-100%$8.3M———
BlackRock, Inc.
N/A—241,029-241,029-100%$8.2M———
Pinnacle Family Advisors, LLC
N/A—239,933-239,933-100%$8.1M———
Institute for Wealth Management, Llc.
N/A—234,282-234,282-100%$7.9M———
Aptus Capital Advisors, LLC
N/A—226,737-226,737-100%$7.7M———
Latko Wealth Management, Ltd.
N/A—226,197-226,197-100%$7.7M———
Thoroughbred Financial Services, LLC
N/A—217,691-217,691-100%$7.4M———
Wealthspire Advisors, LLC
N/A—208,719-208,719-100%$7.1M———
Keating Financial Advisory Services, Inc.
N/A—206,121-206,121-100%$7.0M———
Game Plan Financial Advisors, LLC
N/A—205,517-205,517-100%$7.0M———
CreativeOne Wealth, LLC
N/A—205,173-205,173-100%$6.9M———
RWA Wealth Partners, LLC
N/A—204,829-204,829-100%$6.9M———
Great Valley Advisor Group, Inc.
N/A—204,669-204,669-100%$6.9M———
Regal Investment Advisors LLC
N/A—198,873-198,873-100%$6.7M———
Daybright Advisory Services, Inc.
N/A—197,883-197,883-100%$6.8M———
Menora Mivtachim Holdings Ltd.
N/A—196,932-196,932-100%$6.7M———
GeoWealth Management, LLC
N/A—195,130-195,130-100%$6.6M———
Bartlett & Co. Wealth Management LLC
N/A—189,740-189,740-100%$6.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—187,984-187,984-100%$6.4M———
O'shaughnessy Asset Management, LLC
N/A—187,327-187,327-100%$6.3M———
Baird Financial Group, Inc.
N/A—186,849-186,849-100%$6.3M———
Pallas Capital Advisors LLC
N/A—186,303-186,303-100%$6.3M———
OneAscent Financial Services LLC
N/A—186,280-186,280-100%$6.3M———
Chesapeake Wealth Management
N/A—185,701-185,701-100%$6.3M———
Centaurus Financial, Inc.
N/A—184,309-184,309-100%$6.2M———
Legacy Wealth Managment, LLC
N/A—184,085-184,085-100%$6.2M———
Madden Advisory Services, Inc.
N/A—183,325-183,325-100%$6.2M———
Mrwm Advisors, LLC
N/A—181,869-181,869-100%$6.2M———
Geneos Wealth Management Inc.
N/A—179,538-179,538-100%$6.1M———
Pinnacle Financial Partners, Inc.
N/A—179,482-179,482-100%$6.1M———
Gladstone Institutional Advisory LLC
N/A—177,273-177,273-100%$6.0M———
Western Wealth Management, LLC
N/A—177,133-177,133-100%$6.0M———
Wealthspire Retirement, LLC
N/A—176,793-176,793-100%$6.0M———
Panoramic Investment Advisors, LLC
N/A—175,967-175,967-100%$6.0M———
D. E. Shaw & Co., Inc.
N/A—173,698-173,698-100%$5.9M———
Dakota Wealth Management
N/A—173,660-173,660-100%$5.9M———
Marble Wealth, LLC
N/A—173,404-173,404-100%$5.9M———
Quotient Wealth Partners, LLC
N/A—172,806-172,806-100%$5.8M———
Perissos Private Wealth Management, LLC
N/A—171,477-171,477-100%$5.8M———
Janney Montgomery Scott LLC
N/A—171,406-171,406-100%$5.8M———
Smith, Moore & Co.
N/A—171,082-171,082-100%$5.8M———
HRT Financial LP
N/A—170,297-170,297-100%$5.8M———
Alpha Zero LLC
N/A—170,149-170,149-100%$5.9M———
Money Concepts Capital Corp
N/A—169,259-169,259-100%$5.7M———
Northern Trust Corp
N/A—168,937-168,937-100%$5.7M———
Wealthfront Advisers LLC
N/A—166,117-166,117-100%$5.6M———
Tower Research Capital LLC (TRC)
N/A—163,504-163,504-100%$5.5M———
Brand Asset Management Group, Inc.
N/A—162,537-162,537-100%$5.5M———
Bank of Montreal
N/A—159,294-159,294-100%$5.4M———
Hall Capital Management Co Inc
N/A—152,111-152,111-100%$5.1M———
Forefront Wealth Partners, LLC
N/A—148,904-148,904-100%$5.0M———
Waterford Advisors, LLC
N/A—147,643-147,643-100%$5.1M———
Leavell Investment Management, Inc.
N/A—147,127-147,127-100%$5.0M———
Two Sigma Investments, LP
N/A—143,023-143,023-100%$4.8M———
Silver OAK Securities, Incorporated
N/A—142,277-142,277-100%$4.8M———
IHT Wealth Management, LLC
N/A—141,541-141,541-100%$4.8M———
Blair William & Co
N/A—140,828-140,828-100%$4.8M———
Advance Capital Management, Inc.
N/A—139,269-139,269-100%$4.7M———
Advyzon Investment Management, LLC
N/A—135,124-135,124-100%$4.6M———
Madison Wealth Partners, Inc
N/A—131,239-131,239-100%$4.4M———
Natixis Advisors, LLC
N/A—131,162-131,162-100%$4.4M———
Curi Capital, LLC
N/A—130,744-130,744-100%$4.4M———
Kane Investment Management, Inc.
N/A—129,796-129,796-100%$4.4M———
Staley Capital Advisers Inc
N/A—129,510-129,510-100%$3.8M———
Meramec Financial Planners, LLC
N/A—128,812-128,812-100%$4.3M———
Dana Investment Advisors, Inc.
N/A—128,213-128,213-100%$4.3M———
Waterloo Capital, L.P.
N/A—127,251-127,251-100%$4.3M———
Tyche Wealth Partners LLC
N/A—126,703-126,703-100%$4.3M———
Veridan Wealth LLC
N/A—124,000-124,000-100%$4.2M———
Athena Investment Management
N/A—119,086-119,086-100%$4.0M———
Texas Yale Capital Corp.
N/A—118,534-118,534-100%$4.0M———
LifePlan Investment Advisors, Inc.
N/A—117,166-117,166-100%$4.0M———
Broadview Financial Management, LLC
N/A—115,423-115,423-100%$3.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—112,443-112,443-100%$3.8M———
Independent Advisor Alliance
N/A—111,519-111,519-100%$3.8M———
Russell Investments Group, Ltd.
N/A—111,289-111,289-100%$3.8M———
Parsonex Advisory Services, Inc.
N/A—109,348-109,348-100%$3.7M———
BFC Planning, Inc.
N/A—108,572-108,572-100%$3.7M———
Bawa N Mallick Trust
N/A—106,520-106,520-100%$3.6M———
Elgethun Capital Management
N/A—104,946-104,946-100%$3.6M———
Oxinas Partners, LLC
N/A—103,817-103,817-100%$3.5M———
JT Stratford LLC
N/A—103,466-103,466-100%$3.5M———
Macro Advisors, Inc.
N/A—102,419-102,419-100%$3.5M———
Alpha Capital Advisors Inc
N/A—101,391-101,391-100%$3.4M———
Nwam LLC
N/A—99,432-99,432-100%$3.4M———
Moors & Cabot, Inc.
N/A—98,429-98,429-100%$3.3M———
Avant Capital LLC
N/A—97,467-97,467-100%$3.3M———
Prospect Financial Services LLC
N/A—94,233-94,233-100%$3.2M———
Fortress Private Ledger, LLC
N/A—94,155-94,155-100%$3.2M———
HBK Sorce Advisory LLC
N/A—93,665-93,665-100%$3.3M———
Condor Capital Management
N/A—91,403-91,403-100%$3.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—90,025-90,025-100%$3.0M———
Barnes Wealth Management Group, Inc
N/A—88,729-88,729-100%$3.0M———
Smithfield Trust Co
N/A—85,447-85,447-100%$2.9M———
TFR Capital, Llc.
N/A—85,060-85,060-100%$2.9M———
Snowden Capital Advisors LLC
N/A—84,299-84,299-100%$2.9M———
Crux Wealth Advisors
N/A—83,023-83,023-100%$2.8M———
Medallion Wealth Advisors, LLC
N/A—82,676-82,676-100%$2.8M———
J.E. Simmons & Co., P.C.
N/A—81,142-81,142-100%$2.7M———
Becker Capital Management Inc
N/A—80,231-80,231-100%$2.7M———
CIBC Bancorp USA Inc.
N/A—78,374-78,374-100%$2.7M———
Payne Capital LLC
N/A—77,094-77,094-100%$2.6M———
Advisory Alpha, LLC
N/A—76,995-76,995-100%$2.6M———
Nalls Sherbakoff Group, LLC
N/A—74,185-74,185-100%$2.5M———
Jane Street Group, LLC
N/A—72,964-72,964-100%$2.5M———
Brown Advisory Inc
N/A—72,861-72,861-100%$2.5M———
Aspen Grove Capital, LLC
N/A—72,626-72,626-100%$2.5M———
Westbourne Investments, Inc.
N/A—71,495-71,495-100%$2.4M———
Apriem Advisors
N/A—70,185-70,185-100%$2.4M———
Kiley Juergens Wealth Management, LLC
N/A—68,900-68,900-100%$2.3M———
Destination Wealth Management
N/A—67,935-67,935-100%$2.3M———
Wealthgarden F.S. LLC
N/A—67,386-67,386-100%$2.3M———
IFG Advisory, LLC
N/A—67,024-67,024-100%$2.3M———
Transamerica Financial Advisors, LLC
N/A—65,619-65,619-100%$2.2M———
Stillwater Private Wealth, LLC
N/A—64,177-64,177-100%$2.3K———
Westmount Partners, LLC
N/A—64,114-64,114-100%$2.2M———
Members Advisory Group LLC
N/A—63,765-63,765-100%$2.2M———
Pine Valley Investments Ltd Liability Co
N/A—63,037-63,037-100%$2.1M———
Retirement Income Solutions, Inc
N/A—62,838-62,838-100%$1.8M———
Park Place Capital Corp
N/A—62,754-62,754-100%$2.1M———
Rothschild Wealth LLC
N/A—62,058-62,058-100%$2.1M———
AllGen Financial Advisors, Inc.
N/A—61,669-61,669-100%$2.1M———
Paradigm Capital Management, LLC
N/A—60,966-60,966-100%$2.1M———
Valmark Advisers, Inc.
N/A—60,262-60,262-100%$2.0M———
Sachetta, LLC
N/A—59,907-59,907-100%$2.0M———
Indie Asset Partners, LLC
N/A—59,864-59,864-100%$2.0M———
Diversified Trust Co
N/A—56,457-56,457-100%$1.9M———
Vista Capital Partners, Inc.
N/A—55,716-55,716-100%$1.9M———
Hershey Financial Advisers, LLC
N/A—55,133-55,133-100%$1.9M———
Flputnam Investment Management Co
N/A—54,951-54,951-100%$1.9M———
Capital Analysts, LLC
N/A—53,866-53,866-100%$1.8M———
Prestige Wealth Management Group LLC
N/A—52,813-52,813-100%$1.8M———
Oxford Financial Group, Ltd. LLC
N/A—52,699-52,699-100%$1.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—51,563-51,563-100%$1.7M———
SageView Advisory Group, LLC
N/A—51,242-51,242-100%$1.7M———
Headinvest, LLC
N/A—50,441-50,441-100%$1.7M———
Ancora Advisors LLCA
N/A—50,232-50,232-100%$1.7M———
Brookwood Investment Group LLC
N/A—50,203-50,203-100%$1.7M———
Tudor Investment Corp ET AL
N/A—50,068-50,068-100%$1.7M———
Keel Point, LLC
N/A—49,592-49,592-100%$1.7M———
Keystone Financial Group
N/A—49,167-49,167-100%$1.7M———
Klcm Advisors, Inc.
N/A—48,832-48,832-100%$1.7M———
Empowered Funds, LLC
N/A—48,708-48,708-100%$1.6M———
Hancock Whitney Corp
N/A—46,839-46,839-100%$1.6M———
GWN Securities Inc.
N/A—46,358-46,358-100%$1.6M———
Frisch Financial Group, Inc.
N/A—46,159-46,159-100%$1.6M———
Fort Sheridan Advisors LLC
N/A—46,071-46,071-100%$1.6M———
Cloud Capital Management, LLC
N/A—46,020-46,020-100%$1.6M———
Nuveen, LLC
N/A—45,061-45,061-100%$1.5M———
Petra Financial Advisors Inc
N/A—44,950-44,950-100%$1.5M———
Stonebrook Private Inc.
N/A—44,612-44,612-100%$1.5M———
Millington Financial Advisors, LLC
N/A—44,393-44,393-100%$1.5M———
Talon Private Wealth, LLC
N/A—44,393-44,393-100%$1.5M———
Inspire Advisors, LLC
N/A—43,687-43,687-100%$1.5M———
American Trust
N/A—43,460-43,460-100%$1.5M———
Legacy Wealth Advisors, LLC
N/A—42,866-42,866-100%$1.5M———
Capital Advisors Inc
N/A—42,393-42,393-100%$1.4M———
First Western Trust Bank
N/A—41,777-41,777-100%$1.4M———
Commerce Bank
N/A—41,631-41,631-100%$1.4M———
Spartan Wealth Advisory Services LLC
N/A—41,427-41,427-100%$1.4M———
Gilbert & Cook, Inc.
N/A—40,903-40,903-100%$1.4M———
Modus Advisors, LLC
N/A—40,751-40,751-100%$1.4M———
Fisher Asset Management, LLC
N/A—40,108-40,108-100%$1.4M———
Strategic Financial Concepts, LLC
N/A—39,424-39,424-100%$1.3M———
Asset Management Group, Inc.
N/A—38,400-38,400-100%$1.3M———
Strategic Investment Solutions, Inc.
N/A—38,055-38,055-100%$1.3M———
Ameriflex Group, Inc.
N/A—37,561-37,561-100%$1.3M———
Evercore Wealth Management, LLC
N/A—37,120-37,120-100%$1.3M———
Prostatis Group LLC
N/A—37,052-37,052-100%$1.3M———
Cambria Investment Management, L.P.
N/A—36,860-36,860-100%$1.2M———
Continuum Advisory, LLC
N/A—36,523-36,523-100%$1.2M———
NewEdge Wealth, LLC
N/A—36,500-36,500-100%$1.2M———
Windsor Advisory Group, LLC
N/A—36,469-36,469-100%$1.2M———
Kintra Wealth, LLC
N/A—36,390-36,390-100%$1.3M———
Cozad Asset Management Inc
N/A—35,806-35,806-100%$1.2M———
Wealthspan Partners, LLC
N/A—35,738-35,738-100%$1.2M———
WCG Wealth Advisors LLC
N/A—35,543-35,543-100%$1.2M———
Summit Trail Advisors, LLC
N/A—35,107-35,107-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—34,765-34,765-100%$1.2M———
Bellevue Asset Management, LLC
N/A—34,589-34,589-100%$1.2M———
Kovack Advisors, Inc.
N/A—34,379-34,379-100%$1.2M———
Modern Wealth Management, LLC
N/A—34,149-34,149-100%$1.2M———
Stephens Inc
N/A—33,928-33,928-100%$1.1M———
UMB Bank, n.a.
N/A—33,387-33,387-100%$1.1M———
Clearwater Capital Advisors, LLC
N/A—33,293-33,293-100%$1.1M———
Vantus Wealth LLC
N/A—33,114-33,114-100%$1.1M———
Prudent Investors Network, Inc.
N/A—31,942-31,942-100%$1.1M———
Planning Center, Inc.
N/A—31,759-31,759-100%$1.1M———
Legacy Edge Advisors, LLC
N/A—31,431-31,431-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—31,040-31,040-100%$1.1M———
Retirement Planning Group, LLC / NY
N/A—30,952-30,952-100%$1.0M———
Resolute Wealth Advisor, Inc.
N/A—30,919-30,919-100%$900.7K———
Silvercrest Asset Management Group LLC
N/A—30,803-30,803-100%$1.0M———
NorthRock Partners, LLC
N/A—30,267-30,267-100%$1.0M———
UBS Asset Management Americas LLC
N/A—29,198-29,198-100%$988.1K———
VSM Wealth Advisory, LLC
N/A—28,531-28,531-100%$965.5K———
Sun Financial Inc
N/A—28,485-28,485-100%$1.0M———
Scotia Capital Inc.
N/A—28,065-28,065-100%$949.7K———
Florida Financial Advisors, LLC
N/A—27,719-27,719-100%$938.0K———
Castle Wealth Management LLC
N/A—27,510-27,510-100%$930.9K———
NorthStar Asset Management LLC
N/A—27,455-27,455-100%$929.1K———
Compass Capital Corp
N/A—27,357-27,357-100%$976.6K———
Pure Financial Advisors, LLC
N/A—27,214-27,214-100%$920.9K———
Ogorek Anthony Joseph
N/A—27,198-27,198-100%$920.0K———
Advocacy Wealth Management, LLC
N/A—27,133-27,133-100%$918.2K———
Strategic Wealth Partners, Ltd.
N/A—27,081-27,081-100%$916.4K———
Precision Wealth Strategies, LLC
N/A—26,803-26,803-100%$907.0K———
Johnson Wealth Management, LLC
N/A—26,788-26,788-100%$906.5K———
Clear Investment Research, LLC
N/A—26,757-26,757-100%$905.5K———
Lakeridge Wealth Management LLC
N/A—26,467-26,467-100%$895.7K———
Immaculate Wealth Management LLC
N/A—26,361-26,361-100%$892.1K———
Optimus Capital Advisors, LLC
N/A—26,337-26,337-100%$891.3K———
Zhang Financial LLC
N/A—25,860-25,860-100%$875.1K———
QRG Capital Management, Inc.
N/A—25,771-25,771-100%$872.1K———
Godfrey Financial Associates, Inc.
N/A—25,660-25,660-100%$868.3K———
Caprock Group, LLC
N/A—25,584-25,584-100%$865.8K———
Ruggaard & Associates LLC
N/A—25,318-25,318-100%$856.8K———
Synergy Investment Management, LLC
N/A—25,276-25,276-100%$841.1K———
Kinetic Wealth Investment Advisors LLC
N/A—24,947-24,947-100%$844.2K———
Freedom Investment Management, Inc.
N/A—24,138-24,138-100%$816.8K———
Townsquare Capital LLC
N/A—24,067-24,067-100%$814.4K———
Granite Bay Wealth Management, LLC
N/A—24,015-24,015-100%$813.0K———
Prosperity Consulting Group, LLC
N/A—23,557-23,557-100%$797.2K———
Members Trust Co
N/A—23,486-23,486-100%$794.8K———
Private Wealth Asset Management, LLC
N/A—23,345-23,345-100%$790.0K———
Resolute Advisors LLC
N/A—23,299-23,299-100%$788.4K———
Element Wealth, LLC
N/A—23,212-23,212-100%$785.5K———
Blackhawk Capital Partners, LLC
N/A—23,144-23,144-100%$783.2K———
HighPoint Advisor Group LLC
N/A—22,512-22,512-100%$761.8K———
Hilltop Wealth Advisors, LLC
N/A—22,484-22,484-100%$760.9K———
Mission Creek Capital Partners, Inc.
N/A—22,469-22,469-100%$685.1K———
Resurgent Financial Advisors LLC
N/A—22,346-22,346-100%$756.2K———
Hantz Financial Services, Inc.
N/A—22,082-22,082-100%$747.0K———
One Wealth Management Investment & Advisory Services, LLC
N/A—21,924-21,924-100%$741.9K———
Fortis Advisors, LLC
N/A—21,812-21,812-100%$738.1K———
LaSalle St. Investment Advisors, LLC
N/A—21,292-21,292-100%$720.5K———
Owen LaRue, LLC
N/A—20,934-20,934-100%$708.4K———
Alpha Financial Advisors, LLC
N/A—20,913-20,913-100%$707.7K———
Meeder Advisory Services, Inc.
N/A—20,760-20,760-100%$702.5K———
Planning Project LLC
N/A—20,742-20,742-100%$739.7K———
OneAscent Wealth Management LLC
N/A—20,741-20,741-100%$701.9K———
American Financial Advisors, LLC
N/A—20,643-20,643-100%$698.6K———
Synergy Financial Group, LTD
N/A—20,432-20,432-100%$691.4K———
Safeguard Investment Advisory Group, LLC
N/A—20,366-20,366-100%$689.2K———
SVB Wealth LLC
N/A—20,318-20,318-100%$687.6K———
Vanguard Advisers Inc
N/A—20,313-20,313-100%$687.4K———
Delta Asset Management LLC
N/A—20,218-20,218-100%$684.2K———
Tower Bridge Advisors
N/A—20,127-20,127-100%$681.1K———
J. M. Brown & Associates Inc.
N/A—20,079-20,079-100%$679.5K———
Silver OAK Wealth Advisors Services, LLC
N/A—19,694-19,694-100%$666.4K———
Whittier Trust Co of Nevada Inc
N/A—19,592-19,592-100%$672.2K———
Range Advisory, LLC
N/A—19,558-19,558-100%$661.8K———
Front Row Advisors LLC
N/A—19,554-19,554-100%$697.1K———
Kastel Capital Advisors, LLC
N/A—19,454-19,454-100%$566.7K———
Seneschal Advisors, LLC
N/A—19,373-19,373-100%$655.6K———
Lutz Financial Services LLC
N/A—19,349-19,349-100%$654.8K———
Van Hulzen Asset Management, LLC
N/A—19,140-19,140-100%$647.7K———
Fortis Capital Management LLC
N/A—18,638-18,638-100%$630.7K———
Mosaic Family Wealth Partners, LLC
N/A—18,353-18,353-100%$621.1K———
North Star Asset Management Inc
N/A—18,034-18,034-100%$610.3K———
Wulff, Hansen & Co.
N/A—17,617-17,617-100%$596.2K———
Annandale Capital, LLC
N/A—17,546-17,546-100%$594.0K———
Glassman Wealth Services
N/A—17,370-17,370-100%$587.8K———
Ascension Capital Advisors, Inc.
N/A—17,309-17,309-100%$585.7K———
Freestone Capital Holdings, LLC
N/A—16,929-16,929-100%$572.9K———
Everstar Asset Management, LLC
N/A—16,848-16,848-100%$570.1K———
Carter Financial, LLC
N/A—16,788-16,788-100%$568.1K———
Geometric Wealth Advisors
N/A—16,688-16,688-100%$564.7K———
Fidelis Wealth Advisors LLC
N/A—16,533-16,533-100%$559.5K———
Cvfg LLC
N/A—16,307-16,307-100%$551.8K———
J Hagan Capital, Inc.
N/A—16,203-16,203-100%$548.3K———
First Trust Advisors LP
N/A—16,196-16,196-100%$548.1K———
Jaffetilchin Investment Partners, LLC
N/A—16,149-16,149-100%$546.5K———
Sovereign Financial Group, Inc.
N/A—16,034-16,034-100%$542.6K———
FSA Advisors, Inc.
N/A—15,834-15,834-100%$537.8K———
Arkos Global Advisors
N/A—15,215-15,215-100%$515.0K———
Financial Sense Advisors, Inc.
N/A—15,099-15,099-100%$511.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—14,955-14,955-100%$506.1K———
Legend Financial Advisors, Inc.
N/A—14,789-14,789-100%$500.5K———
Ankerstar Wealth, LLC
N/A—14,747-14,747-100%$499.0K———
URS Advisory LLC
N/A—14,711-14,711-100%$497.8K———
Global Endowment Management, LP
N/A—14,654-14,654-100%$496.0K———
Red Door Wealth Management, LLC
N/A—14,618-14,618-100%$494.7K———
Coppell Advisory Solutions LLC
N/A—14,518-14,518-100%$348.3K———
Dearborn Partners LLC
N/A—14,450-14,450-100%$489.0K———
Wescott Financial Advisory Group, LLC
N/A—14,312-14,312-100%$484.3K———
Argent Trust Co
N/A—13,979-13,979-100%$473.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—13,850-13,850-100%$468.7K———
Gateway Wealth Partners, LLC
N/A—13,793-13,793-100%$466.7K———
Pursue Wealth Partners LLC
N/A—13,720-13,720-100%$464.3K———
Stokes Family Office, LLC
N/A—13,596-13,596-100%$460.1K———
Guardian Wealth Advisors, LLC / NC
N/A—13,541-13,541-100%$458.2K———
Marshall Investment Management, LLC
N/A—13,506-13,506-100%$457.0K———
CCG Wealth Management, LLC
N/A—13,347-13,347-100%$451.7K———
Falcon Wealth Planning
N/A—13,336-13,336-100%$451.3K———
Investments & Financial Planning, LLC
N/A—13,299-13,299-100%$450.0K———
SageGuard Financial Group, LLC
N/A—13,246-13,246-100%$448.2K———
New Insight Wealth Advisors
N/A—12,889-12,889-100%$436.2K———
D L Carlson Investment Group Inc
N/A—12,869-12,869-100%$435.5K———
SOA Wealth Advisors, Llc.
N/A—12,760-12,760-100%$431.8K———
Zacks Investment Management
N/A—12,377-12,377-100%$418.8K———
Balyasny Asset Management L.P.
N/A—12,306-12,306-100%$416.4K———
Bridges Investment Management Inc
N/A—12,253-12,253-100%$414.7K———
Vectors Research Management, LLC
N/A—11,995-11,995-100%$405.9K———
Kerr Financial Planning Corp
N/A—11,935-11,935-100%$403.9K———
Canal Capital Management, LLC
N/A—11,773-11,773-100%$398.4K———
Seascape Capital Management
N/A—11,592-11,592-100%$392.0K———
Evolution Advisers, Inc.
N/A—11,589-11,589-100%$392.0K———
Axis Wealth Partners, LLC
N/A—11,512-11,512-100%$389.6K———
Paladin Advisory Group, LLC
N/A—11,458-11,458-100%$387.7K———
Harvest Investment Services, LLC
N/A—11,343-11,343-100%$383.9K———
NWK Group, Inc.
N/A—11,272-11,272-100%$381.4K———
American Money Management, LLC
N/A—11,249-11,249-100%$380.7K———
Access Financial Services, Inc.
N/A—11,190-11,190-100%$378.7K———
Round Rock Advisors LLC
N/A—11,173-11,173-100%$378.1K———
Delta Investment Management, LLC
N/A—11,115-11,115-100%$376.1K———
Level Four Advisory Services, LLC
N/A—10,857-10,857-100%$367.4K———
BTC Capital Management, Inc.
N/A—10,688-10,688-100%$361.7K———
OneAscent Family Office, LLC
N/A—10,565-10,565-100%$357.5K———
Mason & Associates Inc
N/A—10,560-10,560-100%$357.4K———
Kavar Capital Partners Group, LLC
N/A—10,515-10,515-100%$355.8K———
White Knight Strategic Wealth Advisors, LLC
N/A—10,500-10,500-100%$355.3K———
Arete Wealth Advisors, LLC
N/A—10,494-10,494-100%$355.1K———
Cofg Advisors, LLC
N/A—10,402-10,402-100%$352.0K———
Coastwise Capital Group, LLC
N/A—10,296-10,296-100%$348.4K———
Basepoint Wealth LLC
N/A—10,265-10,265-100%$347.4K———
Liberty Square Wealth Partners LLC
N/A—10,261-10,261-100%$347.2K———
Aspire Capital Advisors LLC
N/A—10,207-10,207-100%$345.4K———
Stratos Investment Management, LLC
N/A—9,969-9,969-100%$337.4K———
Orographic Financial Advisors, LLC
N/A—9,849-9,849-100%$350———
Glenmede Trust Co NA
N/A—9,736-9,736-100%$329.5K———
Riverstone Advisors, LLC
N/A—9,664-9,664-100%$327.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—9,654-9,654-100%$326.7K———
Jackson Thornton Wealth Management, LLC
N/A—9,490-9,490-100%$321.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—9,359-9,359-100%$316.7K———
PFG Investments, LLC
N/A—9,192-9,192-100%$311.1K———
Integrity Financial Corp
N/A—9,148-9,148-100%$309.6K———
Rice Partnership, LLC
N/A—9,137-9,137-100%$309.2K———
Prepared Retirement Institute LLC
N/A—9,055-9,055-100%$306.4K———
Cascade Wealth Advisors, Inc
N/A—8,962-8,962-100%$320.7K———
Neuberger Berman Group LLC
N/A—8,960-8,960-100%$303.2K———
Legacy Financial Group LLC
N/A—8,944-8,944-100%$302.7K———
Bouchey Financial Group, Ltd.
N/A—8,912-8,912-100%$301.6K———
Tulsa Wealth Advisors, Inc
N/A—8,816-8,816-100%$298.3K———
Copley Financial Group, Inc.
N/A—8,803-8,803-100%$297.9K———
Operose Advisors LLC
N/A—8,762-8,762-100%$296.5K———
Pennington Partners & Co., LLC
N/A—8,757-8,757-100%$296.4K———
Cypress Capital Management LLC (WY)
N/A—8,589-8,589-100%$290.7K———
Summit Wealth Group, LLC
N/A—8,456-8,456-100%$286.2K———
W1m Asset Management Ltd
N/A—8,395-8,395-100%$284.0K———
Fourth Dimension Wealth, LLC
N/A—8,382-8,382-100%$283.7K———
Fi3 Financial Advisors, LLC
N/A—8,220-8,220-100%$260.7K———
Transcend Capital Advisors, LLC
N/A—8,184-8,184-100%$277.0K———
Franklin Resources Inc
N/A—8,153-8,153-100%$275.9K———
Ketron Financial
N/A—8,151-8,151-100%$275.8K———
Morris Financial Concepts, Inc.
N/A—8,076-8,076-100%$273.3K———
Gotham Asset Management, LLC
N/A—8,000-8,000-100%$270.7K———
River Wealth Advisors LLC
N/A—7,966-7,966-100%$269.6K———
MidFirst Bank
N/A—7,944-7,944-100%$268.8K———
Fort Point Capital Partners LLC
N/A—7,907-7,907-100%$267.6K———
Holderness Investments Co
N/A—7,868-7,868-100%$266.2K———
FourThought Financial Partners, LLC
N/A—7,763-7,763-100%$262.7K———
Bridgewater Advisors Inc.
N/A—7,760-7,760-100%$270.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,726-7,726-100%$261.5K———
Crewe Advisors LLC
N/A—7,699-7,699-100%$260.5K———
Redwood Investment Management, LLC
N/A—7,593-7,593-100%$257.0K———
Cladis Investment Advisory, LLC
N/A—7,536-7,536-100%$255.0K———
Summitry LLC
N/A—7,461-7,461-100%$252.5K———
Seneca House Advisors
N/A—7,391-7,391-100%$250.1K———
Bellwether Advisors, LLC
N/A—7,341-7,341-100%$248.4K———
Empower Advisory Group, LLC
N/A—7,276-7,276-100%$246.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,189-7,189-100%$243.0K———
Seeds Investor LLC
N/A—7,112-7,112-100%$240.7K———
Ingalls & Snyder LLC
N/A—7,100-7,100-100%$240.0K———
Fortune Financial Advisors, LLC
N/A—7,079-7,079-100%$239.5K———
Brightwater Advisory LLC
N/A—7,049-7,049-100%$238.5K———
Tudor Financial Inc.
N/A—6,827-6,827-100%$231.0K———
Vanguard National Trust Co
N/A—6,807-6,807-100%$230.3K———
Forum Finance Group S.A.
N/A—6,700-6,700-100%$183———
Banque Cantonale Vaudoise
N/A—6,676-6,676-100%$226.0K———
Lathrop Investment Management Co
N/A—6,668-6,668-100%$226.0K———
Navis Wealth Advisors, LLC
N/A—6,658-6,658-100%$225.3K———
Strive Financial Group,LLC
N/A—6,622-6,622-100%$224.1K———
BlackDiamond Wealth Management, LLC
N/A—6,537-6,537-100%$234.2K———
Roundview Capital LLC
N/A—6,520-6,520-100%$220.6K———
First National Advisers, LLC
N/A—6,456-6,456-100%$218.5K———
Essex Financial Services, Inc.
N/A—6,416-6,416-100%$217.1K———
Peregrine Asset Advisers, Inc.
N/A—6,275-6,275-100%$212.3K———
KM Capital Management Ltd.
N/A—6,207-6,207-100%$210.0K———
West Michigan Advisors, LLC
N/A—6,120-6,120-100%$207.1K———
Fairfield, Bush & Co.
N/A—6,096-6,096-100%$206.3K———
Anchor Investment Management, LLC
N/A—6,078-6,078-100%$205.7K———
Valued Retirements, Inc.
N/A—5,994-5,994-100%$202.9K———
Heritage Wealth Advisors
N/A—5,994-5,994-100%$202.8K———
Huntington National Bank
N/A—5,980-5,980-100%$202.4K———
First Commonwealth Financial Corp
N/A—5,952-5,952-100%$201.4K———
Addison Capital Co
N/A—5,930-5,930-100%$200.7K———
WealthShield Partners, LLC
N/A—5,748-5,748-100%$194.5K———
Caitlin John, LLC
N/A—4,949-4,949-100%$167.5K———
TD Capital Management LLC
N/A—4,928-4,928-100%$166.8K———
Atomic Invest LLC
N/A—4,858-4,858-100%$162.6K———
Truvestments Capital LLC
N/A—4,659-4,659-100%$157.7K———
Tiaa Wealth Investment Management LLC
N/A—4,288-4,288-100%$143.5K———
FWL Investment Management, LLC
N/A—3,952-3,952-100%$133.7K———
C M Bidwell & Associates LTD
N/A—3,906-3,906-100%$132.2K———
Pinney & Scofield, Inc.
N/A—3,760-3,760-100%$127.2K———
HM Payson & Co
N/A—3,700-3,700-100%$125.2K———
Qube Research & Technologies Ltd
N/A—3,693-3,693-100%$125.0K———
BOK Financial Private Wealth, Inc.
N/A—3,656-3,656-100%$123.7K———
Napier Financial, LLC
N/A—3,424-3,424-100%$115.9K———
Tidemark, LLC
N/A—3,278-3,278-100%$110.9K———
Ameritas Investment Partners, Inc.
N/A—3,128-3,128-100%$105.9K———
ST Germain D J Co Inc
N/A—3,013-3,013-100%$102.0K———
Palouse Capital Management, Inc.
N/A—2,991-2,991-100%$101.2K———
National Bank of Canada
N/A—2,770-2,770-100%$93.7K———
WealthCollab, LLC
N/A—2,621-2,621-100%$88.7K———
Cheviot Value Management, LLC
N/A—2,524-2,524-100%$85.4K———
Longview Financial Advisors LLC
N/A—2,509-2,509-100%$84.9K———
Mpwm Advisory Solutions, LLC
N/A—2,506-2,506-100%$84.8K———
Highland Investment Advisors LLC
N/A—2,433-2,433-100%$82.3K———
Johnson Financial Group, Inc.
N/A—2,354-2,354-100%$79.7K———
Wellington Grp LLC
N/A—2,150-2,150-100%$62.6K———
Atlantic Union Bankshares Corp
N/A—2,061-2,061-100%$69.7K———
HighMark Wealth Management LLC
N/A—2,058-2,058-100%$69.6K———
Zions Bancorporation, National Association
N/A—2,007-2,007-100%$67.9K———
Bessemer Group Inc
N/A—2,006-2,006-100%$68.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,002-2,002-100%$67.7K———
Beaird Harris Wealth Management, LLC
N/A—1,912-1,912-100%$64.7K———
Security National Bank of Sioux City Iowa
N/A—1,848-1,848-100%$62.5K———
JPL Wealth Management, LLC
N/A—1,840-1,840-100%$62.3K———
Bernard Wealth Management Corp.
N/A—1,818-1,818-100%$61.5K———
SHP Wealth Management
N/A—1,757-1,757-100%$59.5K———
SouthState Bank Corp
N/A—1,610-1,610-100%$54.5K———
Avalon Trust Co
N/A—1,600-1,600-100%$54.1K———
Quent Capital, LLC
N/A—1,554-1,554-100%$52.6K———
Roble, Belko & Company, Inc
N/A—1,523-1,523-100%$52.0K———
Mcguire Capital Advisors Inc
N/A—1,516-1,516-100%$51.3K———
Manning & Napier Advisors LLC
N/A—1,500-1,500-100%$50.2K———
Orion Capital Management LLC
N/A—1,406-1,406-100%$47.6K———
Financial Gravity Companies, Inc.
N/A—1,319-1,319-100%$44.6K———
Kilter Group LLC
N/A—1,078-1,078-100%$36.5K———
Oakmont Advisory Group, LLC
N/A—1,074-1,074-100%$36.4K———
NI Acquisitions Company, LLC
N/A—1,027-1,027-100%$116.1K———
Dunhill Financial, LLC
N/A—993-993-100%$33.6K———
Philadelphia Investment Partners, LLC
N/A—888-888-100%$30.1K———
Swan Capital LLC
N/A—854-854-100%$28.9K———
Raffa Wealth Management, LLC
N/A—815-815-100%$27.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—805-805-100%$27.2K———
Westfuller Advisors, LLC
N/A—802-802-100%$27.1K———
Howe & Rusling Inc
N/A—784-784-100%$26.5K———
Crews Bank & Trust
N/A—774-774-100%$26.2K———
Basecamp Wealth Advisors LLC
N/A—650-650-100%$22.0K———
Topsail Wealth Management, LLC
N/A—634-634-100%$21.4K———
Colonial Trust Advisors
N/A—625-625-100%$21.2K———
Aberdeen Wealth Management LLC
N/A—600-600-100%$20.3K———
Alerus Financial NA
N/A—580-580-100%$19.6K———
Rothschild Investment LLC
N/A—577-577-100%$19.5K———
Motco
N/A—547-547-100%$18.5K———
JDM Financial Group LLC
N/A—512-512-100%$17.3K———
Brown Brothers Harriman & Co
N/A—501-501-100%$17.0K———
Chesapeake Asset Management LLC
N/A—480-480-100%$16.2K———
Morse Asset Management, Inc
N/A—467-467-100%$15.8K———
10Elms LLP
N/A—392-392-100%$13.3K———
Providence Capital Advisors, LLC
N/A—375-375-100%$12.7K———
Osbon Capital Management LLC
N/A—347-347-100%$11.7K———
Greykasell Wealth Strategies, Inc.
N/A—301-301-100%$10.2K———
Allied Private Wealth LLC
N/A—300-300-100%$10.3K———
Colonial Trust Co / SC
N/A—283-283-100%$9.6K———
Financial Life Planners
N/A—251-251-100%$8.5K———
Cordant, Inc.
N/A—220-220-100%$7.4K———
Mark Sheptoff Financial Planning, LLC
N/A—176-176-100%$6.0K———
Glen Eagle Advisors, LLC
N/A—109-109-100%$3.7K———
Addison Advisors LLC
N/A—107-107-100%$3.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—76-76-100%$2.6K———
Frazier Financial Advisors, LLC
N/A—66-66-100%$2.2K———
Whittier Trust Co
N/A—65-65-100%$2.3K———
Horizon Investments, LLC
N/A—60-60-100%$2.0K———
Imprint Wealth LLC
N/A—20-20-100%$677———
Caldwell Sutter Capital, Inc.
N/A—20-20-100%$677———
Nova Wealth Management, Inc.
N/A—12-12-100%$406———
Winch Advisory Services, LLC
N/A—6-6-100%$203———
Showing 1770 of 1770 institutions