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Schwab US Large-Cap Value (SCHV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
DECREASED
Shares9,899,457 from 10,212,910
Change-313,453 (-3%)
Value$329.8M (-$25.8M)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares7,720,024 from 10,099,022
Change-2,378,998 (-24%)
Value$257.2M (-$94.4M)
Filed 2026-10-14
Vantagepoint Investment Advisers LLC
DECREASED
Shares7,324,375 from 7,753,808
Change-429,433 (-6%)
Value$244.0M (-$25.9M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,681,499 from 3,727,556
Change-46,057 (-1%)
Value$124.5M (-$3.7M)
Filed 2026-10-13
Gemmer Asset Management LLC
DECREASED
Shares3,341,318 from 3,373,480
Change-32,162 (-1%)
Value$111.3M (-$6.1M)
Filed 2026-10-16
Mokosak Advisory Group, LLC
INCREASED
Shares3,043,184 from 3,013,603
Change+29,581 (+1%)
Value$101.4M (-$3.5M)
Filed 2026-10-20
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares3,033,676 from 3,018,201
Change+15,475 (+1%)
Value$101.1M (-$4.0M)
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares2,852,950 from 2,880,128
Change-27,178 (-1%)
Value$97.1M (-$3.1M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares2,588,904 from 2,402,516
Change+186,388 (+8%)
Value$86.2M (+$2.6M)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares2,360,396 from 2,276,475
Change+83,921 (+4%)
Value$78.6M (-$619.3K)
Filed 2026-10-07
Compound Planning, Inc.
INCREASED
Shares2,065,100 from 2,011,430
Change+53,670 (+3%)
Value$68.8M (-$1.2M)
Filed 2026-11-05
Black Diamond Financial, LLC
INCREASED
Shares1,872,984 from 1,759,449
Change+113,535 (+6%)
Value$62.4M (+$1.1M)
Filed 2026-10-26
Financial Management Professionals, Inc.
INCREASED
Shares1,738,485 from 1,721,114
Change+17,371 (+1%)
Value$57.9M (-$2.0M)
Filed 2026-10-23
Creative Planning
DECREASED
Shares1,719,804 from 1,836,443
Change-116,639 (-6%)
Value$57.3M (-$6.6M)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares1,653,013 from 1,681,637
Change-28,624 (-2%)
Value$55.1M (-$3.5M)
Filed 2026-10-16
Northern Capital Management, Inc.
INCREASED
Shares1,427,635 from 1,412,672
Change+14,963 (+1%)
Value$47.6M (-$1.6M)
Filed 2026-11-05
HRC Wealth Management, LLC
DECREASED
Shares1,297,154 from 1,302,258
Change-5,104 (0%)
Value$43.2M (-$2.1M)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares1,278,661 from 1,253,900
Change+24,761 (+2%)
Value$42.6M (-$1.1M)
Filed 2026-10-29
Summit Asset Management, LLC
DECREASED
Shares1,222,575 from 1,224,848
Change-2,273 (0%)
Value$40.7M (-$1.9M)
Filed 2026-11-05
Veery Capital, LLC
INCREASED
Shares1,215,553 from 1,196,106
Change+19,447 (+2%)
Value$40.5M (-$1.1M)
Filed 2026-10-07
Midwest Trust Co
INCREASED
Shares1,191,397 from 1,122,636
Change+68,761 (+6%)
Value$39.7M (+$606.5K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares1,177,648 from 1,299,421
Change-121,773 (-9%)
Value$39.3K (-$45.2M)
Filed 2026-11-05
TSG Advice Partners, LLC
NEW
Shares1,099,433
Change+1,099,433
Value$38.3M
Filed 2026-10-29
Southern Michigan Bank & Trust
INCREASED
Shares1,052,949 from 1,019,784
Change+33,165 (+3%)
Value$35.1M (-$425.0K)
Filed 2026-10-19
GHP Investment Advisors, Inc.
DECREASED
Shares1,036,220 from 1,038,715
Change-2,495 (0%)
Value$34.5M (-$1.6M)
Filed 2026-10-15
Dodds Wealth, LLC
DECREASED
Shares1,015,453 from 1,030,077
Change-14,624 (-1%)
Value$33.8M (-$2.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares984,053 from 861,170
Change+122,883 (+14%)
Value$32.8M (+$2.8M)
Filed 2026-11-02
Serenity Investment Advisors
DECREASED
Shares973,939 from 979,372
Change-5,433 (-1%)
Value$32.4M (-$1.6M)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED
Shares924,478 from 1,134,296
Change-209,818 (-18%)
Value$30.8M (-$8.7M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares890,366 from 643,155
Change+247,211 (+38%)
Value$29.7M (+$7.3M)
Filed 2026-10-08
KRM Wealth Management L.L.C.
INCREASED
Shares886,581 from 885,859
Change+722 (+0%)
Value$29.5M (-$1.3M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares869,829 from 792,816
Change+77,013 (+10%)
Value$29.0K (+$1.4K)
Filed 2026-10-02
Sage Financial Group Inc
DECREASED
Shares775,763 from 776,729
Change-966 (0%)
Value$25.8M (-$1.2M)
Filed 2026-10-27
Persium Advisors, LLC
DECREASED
Shares765,306 from 801,823
Change-36,517 (-5%)
Value$25.5M (-$2.4M)
Filed 2026-10-07
Noble Family Wealth, LLC
DECREASED
Shares724,256 from 728,348
Change-4,092 (-1%)
Value$24.1M (-$1.2M)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares706,245 from 699,917
Change+6,328 (+1%)
Value$23.5M (-$839.1K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
INCREASED
Shares699,619 from 671,004
Change+28,615 (+4%)
Value$23.3M (-$53.3K)
Filed 2026-10-13
Yankcom Partnership
INCREASED
Shares647,164 from 585,528
Change+61,636 (+11%)
Value$21.6M (+$1.2M)
Filed 2026-10-15
Seneca Financial Advisors LLC
INCREASED
Shares643,099 from 624,063
Change+19,036 (+3%)
Value$21.4M (-$302.0K)
Filed 2026-10-28
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares639,394 from 652,147
Change-12,753 (-2%)
Value$21.3M (-$1.4M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares633,980 from 636,448
Change-2,468 (0%)
Value$21.1M (-$1.0M)
Filed 2026-10-20
Friday Financial
INCREASED
Shares627,761 from 388,248
Change+239,513 (+62%)
Value$21.0M (+$7.6M)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares626,977 from 644,939
Change-17,962 (-3%)
Value$20.9M (-$1.6M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares624,241 from 661,485
Change-37,244 (-6%)
Value$20.8M (-$2.2M)
Filed 2026-10-14
Seek First Inc.
INCREASED
Shares605,994 from 589,947
Change+16,047 (+3%)
Value$20.2M (-$350.4K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares604,607 from 601,890
Change+2,717 (+0%)
Value$20.1M (-$812.3K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares602,727 from 600,252
Change+2,475 (+0%)
Value$20.1M (-$818.0K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares602,521 from 215,406
Change+387,115 (+180%)
Value$20.9M (+$13.5M)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares596,840 from 643,100
Change-46,260 (-7%)
Value$19.9M (-$2.5M)
Filed 2026-10-28
Garde Capital, Inc.
DECREASED
Shares577,027 from 582,638
Change-5,611 (-1%)
Value$19.2M (-$1.1M)
Filed 2026-10-29
JBGlobal.com LLC
DECREASED
Shares546,341 from 555,333
Change-8,992 (-2%)
Value$18.2M (-$1.1M)
Filed 2026-10-13
Denver PWM, LLC
INCREASED
Shares535,334 from 532,138
Change+3,196 (+1%)
Value$17.8M (-$989.8K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares535,226 from 524,862
Change+10,364 (+2%)
Value$17.8M (-$442.1K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
INCREASED
Shares524,666 from 517,375
Change+7,291 (+1%)
Value$17.5K (-$18.0M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares487,022 from 491,304
Change-4,282 (-1%)
Value$16.2K (-$17.1M)
Filed 2026-11-02
Peak Wealth Management LLC
INCREASED
Shares467,048 from 466,587
Change+461 (+0%)
Value$16.0M (-$203.5K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares459,665 from 455,072
Change+4,593 (+1%)
Value$15.3M (-$529.6K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares448,988 from 425,976
Change+23,012 (+5%)
Value$15.0M (+$127.6K)
Filed 2026-10-27
Martel Wealth Advisors LLC
DECREASED
Shares434,231 from 467,996
Change-33,765 (-7%)
Value$14.5M (-$1.8M)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares432,575 from 395,893
Change+36,682 (+9%)
Value$14.4M (+$628.1K)
Filed 2026-10-22
Cathy Pareto & Associates, Inc
INCREASED
Shares426,467 from 408,803
Change+17,664 (+4%)
Value$14.2M (-$30.1K)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED
Shares423,616 from 423,041
Change+575 (+0%)
Value$14.1M (-$615.4K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
DECREASED
Shares415,647 from 416,133
Change-486 (0%)
Value$13.8M (-$640.4K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares410,087
Change+410,087
Value$13.7M
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares405,311 from 259,028
Change+146,283 (+56%)
Value$13.5M (+$4.5M)
Filed 2026-11-02
Gill Capital Partners, LLC
INCREASED
Shares380,577 from 368,785
Change+11,792 (+3%)
Value$12.7M (-$160.4K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares379,462 from 576,393
Change-196,931 (-34%)
Value$12.6M (-$7.4M)
Filed 2026-10-09
SteelPeak Wealth, LLC
NEW
Shares378,051
Change+378,051
Value$12.6M
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares370,434 from 373,856
Change-3,422 (-1%)
Value$12.3M (-$674.8K)
Filed 2026-10-27
Diversified Portfolios, Inc.
DECREASED
Shares369,295 from 379,951
Change-10,656 (-3%)
Value$12.3M (-$924.9K)
Filed 2026-11-04
James J. Burns & Company, LLC
DECREASED
Shares367,858 from 370,207
Change-2,349 (-1%)
Value$12.3M (-$633.5K)
Filed 2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares364,839 from 349,164
Change+15,675 (+4%)
Value$12.2M (-$1.6K)
Filed 2026-10-15
Capital Squared Financial LLC
INCREASED
Shares340,355 from 327,568
Change+12,787 (+4%)
Value$11.3M (-$65.4K)
Filed 2026-10-30
Cdkv Holdings LLC
INCREASED
Shares339,388 from 335,591
Change+3,797 (+1%)
Value$11.3M (-$376.9K)
Filed 2026-10-28
White Pine Investment Co
INCREASED
Shares330,256 from 326,384
Change+3,872 (+1%)
Value$11.0K (-$11.3M)
Filed 2026-10-15
Harbor Group, Inc.
INCREASED
Shares324,363 from 323,691
Change+672 (+0%)
Value$10.8M (-$463.2K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares324,306 from 324,528
Change-222 (0%)
Value$10.8M (-$494.2K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares309,613 from 316,115
Change-6,502 (-2%)
Value$10.3M (-$690.8K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares308,689 from 373,287
Change-64,598 (-17%)
Value$10.3M (-$2.7M)
Filed 2026-10-14
Arnold Financial Planning LLC
INCREASED
Shares294,802 from 253,746
Change+41,056 (+16%)
Value$9.8M (+$987.0K)
Filed 2026-10-20
MFG Investments, LLC
NEW
Shares294,784
Change+294,784
Value$9.8M
Filed 2026-10-30
Thrive Wealth Management, LLC
DECREASED
Shares292,597 from 294,454
Change-1,857 (-1%)
Value$9.7M (-$503.5K)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares292,303 from 273,806
Change+18,497 (+7%)
Value$9.7M (+$205.4K)
Filed 2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED
Shares289,147 from 301,365
Change-12,218 (-4%)
Value$9.6M (-$859.0K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares287,804 from 288,228
Change-424 (0%)
Value$9.6M (-$446.5K)
Filed 2026-10-22
Bishop & Co Investment Management, LLC
DECREASED
Shares279,250 from 279,444
Change-194 (0%)
Value$9.3M (-$425.6K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares276,799 from 281,854
Change-5,055 (-2%)
Value$9.2M (-$591.2K)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
INCREASED
Shares274,856 from 267,571
Change+7,285 (+3%)
Value$9.2M (-$158.7K)
Filed 2026-10-30
Courage Miller Partners, LLC
INCREASED
Shares269,349 from 268,344
Change+1,005 (+0%)
Value$9.0M (-$369.0K)
Filed 2026-10-21
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares267,928 from 285,387
Change-17,459 (-6%)
Value$8.9M (-$1.0M)
Filed 2026-10-27
Lighthouse Wealth Management Inc.
INCREASED
Shares264,480 from 258,169
Change+6,311 (+2%)
Value$8.8M (-$177.0K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares255,733 from 265,062
Change-9,329 (-4%)
Value$8.5M (-$708.3K)
Filed 2026-10-09
Baring Financial LLC
INCREASED
Shares241,830 from 235,389
Change+6,441 (+3%)
Value$8.1M (-$138.5K)
Filed 2026-10-07
Weinberger Asset Management, Inc
DECREASED
Shares240,993 from 243,729
Change-2,736 (-1%)
Value$8.0M (-$276.4K)
Filed 2026-10-28
BlueSky Wealth Advisors, LLC
INCREASED
Shares239,455 from 219,227
Change+20,228 (+9%)
Value$8.0M (+$345.0K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares225,516 from 244,488
Change-18,972 (-8%)
Value$7.5M (-$998.7K)
Filed 2026-10-13
Curtis Advisory Group, LLC
INCREASED
Shares211,350 from 210,894
Change+456 (+0%)
Value$7.0M (-$301.2K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares206,719 from 213,148
Change-6,429 (-3%)
Value$6.9M (-$533.9K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
DECREASED
Shares205,202 from 208,201
Change-2,999 (-1%)
Value$6.8M (-$412.2K)
Filed 2026-10-13
Phillip James Consulting Co.
DECREASED
Shares199,607 from 199,843
Change-236 (0%)
Value$6.6M (-$307.6K)
Filed 2026-11-03
New Hampshire Trust
DECREASED
Shares198,761 from 199,696
Change-935 (0%)
Value$6.6M (-$330.7K)
Filed 2026-10-20
Evergreen Advisors, LLC
INCREASED
Shares197,854 from 65,818
Change+132,036 (+201%)
Value$6.6M (+$4.3M)
Filed 2026-10-28
Westbourne Investment Advisors, Inc.
INCREASED
Shares197,380 from 191,481
Change+5,899 (+3%)
Value$6.6M (-$90.7K)
Filed 2026-10-20
Apex Wealth Management, LLC
INCREASED
Shares195,897 from 169,285
Change+26,612 (+16%)
Value$6.5M (+$632.5K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares192,080 from 192,079
Change+1 (0%)
Value$6.4M (-$288.1K)
Filed 2026-10-09
SpringVest Wealth Management LLC
DECREASED
Shares190,900 from 192,326
Change-1,426 (-1%)
Value$6.4M (-$336.0K)
Filed 2026-10-27
Retirement Investment Advisors, Inc.
DECREASED
Shares185,498 from 187,435
Change-1,937 (-1%)
Value$6.2M (-$235.1K)
Filed 2026-10-22
Columbus Macro, LLC
DECREASED
Shares185,372 from 191,440
Change-6,068 (-3%)
Value$6.2M (-$489.3K)
Filed 2026-10-14
Valpey Financial Services, LLC
DECREASED
Shares182,886 from 190,366
Change-7,480 (-4%)
Value$6.1M (-$534.7K)
Filed 2026-10-30
Leeward Financial Partners, LLC
DECREASED
Shares181,236 from 181,501
Change-265 (0%)
Value$6.0M (-$281.1K)
Filed 2026-10-23
Johnson Financial Group, LLC
INCREASED
Shares180,375 from 90,220
Change+90,155 (+100%)
Value$6.0M (+$2.9M)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares179,994 from 177,315
Change+2,679 (+2%)
Value$6.0M (-$176.7K)
Filed 2026-11-05
Plus Group Wealth Advisors LLC
DECREASED
Shares175,814 from 266,466
Change-90,652 (-34%)
Value$5.9M (-$3.4M)
Filed 2026-10-19
SAX Wealth Advisors, LLC
DECREASED
Shares174,872 from 175,568
Change-696 (0%)
Value$5.8M (+$470.2K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
DECREASED
Shares171,984 from 172,268
Change-284 (0%)
Value$5.7M (-$267.9K)
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares170,249 from 175,707
Change-5,458 (-3%)
Value$5.7M (-$445.4K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares168,989 from 172,580
Change-3,591 (-2%)
Value$5.6M (-$378.5K)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares166,096 from 161,002
Change+5,094 (+3%)
Value$5.5M (-$71.8K)
Filed 2026-10-20
Partners Wealth Management, LLC
INCREASED
Shares159,703 from 31,412
Change+128,291 (+408%)
Value$5.3M (+$4.2M)
Filed 2026-10-28
KPP Advisory Services LLC
INCREASED
Shares157,459 from 153,791
Change+3,668 (+2%)
Value$5.2M (-$108.5K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED
Shares155,270 from 132,340
Change+22,930 (+17%)
Value$5.2M (+$565.3K)
Filed 2026-10-23
Villere ST Denis J & Co LLC
INCREASED
Shares149,910 from 134,411
Change+15,499 (+12%)
Value$5.0M (+$314.7K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares148,947 from 147,698
Change+1,249 (+1%)
Value$5.0M (-$179.9K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED
Shares145,836 from 139,294
Change+6,542 (+5%)
Value$4.9M (+$9.0K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares143,901 from 142,065
Change+1,836 (+1%)
Value$4.8M (-$151.9K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares143,706 from 143,039
Change+667 (+0%)
Value$4.8M (-$192.3K)
Filed 2026-10-23
Golden Bell Financial Planning LLC
DECREASED
Shares141,573 from 147,634
Change-6,061 (-4%)
Value$4.7M (-$423.3K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares136,222 from 138,946
Change-2,724 (-2%)
Value$4.6M (-$174.4K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares135,710 from 134,472
Change+1,238 (+1%)
Value$4.5M (-$160.5K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares129,966 from 76,099
Change+53,867 (+71%)
Value$4.3M (+$1.7M)
Filed 2026-11-03
Joseph Group Capital Management
DECREASED
Shares128,930 from 131,497
Change-2,567 (-2%)
Value$4.3M (-$282.8K)
Filed 2026-11-04
Barden Capital Management, Inc.
DECREASED
Shares126,433 from 128,202
Change-1,769 (-1%)
Value$4.2M (-$251.2K)
Filed 2026-10-09
Unique Wealth, LLC
INCREASED
Shares126,098 from 123,721
Change+2,377 (+2%)
Value$4.2M (-$106.4K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares125,735 from 144,331
Change-18,596 (-13%)
Value$4.2M (-$835.9K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
DECREASED
Shares125,562 from 127,526
Change-1,964 (-2%)
Value$4.2M (-$256.7K)
Filed 2026-10-15
RKL Wealth Management LLC
DECREASED
Shares124,800 from 126,137
Change-1,337 (-1%)
Value$4.2M (-$233.7K)
Filed 2026-10-16
rebel Financial LLC
DECREASED
Shares119,788 from 439,571
Change-319,783 (-73%)
Value$4.0M (-$11.3M)
Filed 2026-11-04
Everhart Financial Group, Inc.
DECREASED
Shares118,084 from 123,969
Change-5,885 (-5%)
Value$3.9M (-$382.0K)
Filed 2026-10-08
CFG Wealth Management Services, Inc.
DECREASED
Shares117,965 from 143,142
Change-25,177 (-18%)
Value$3.9M (-$428.2K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares113,671 from 107,308
Change+6,363 (+6%)
Value$3.8M (+$51.0K)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED
Shares113,359 from 114,955
Change-1,596 (-1%)
Value$3.9M (-$77.3K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares109,705 from 107,605
Change+2,100 (+2%)
Value$3.7M (-$91.5K)
Filed 2026-11-02
American Financial & TAX Strategies Inc
DECREASED
Shares109,501 from 109,609
Change-108 (0%)
Value$3.6M (-$168.0K)
Filed 2026-10-16
Diversified Enterprises, LLC
DECREASED
Shares109,363 from 111,328
Change-1,965 (-2%)
Value$3.6M (-$232.4K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares105,992 from 90,225
Change+15,767 (+17%)
Value$3.5M (+$389.9K)
Filed 2026-11-05
Cypress Financial Planning LLC
DECREASED
Shares105,203 from 107,858
Change-2,655 (-2%)
Value$3.5M (-$250.2K)
Filed 2026-10-09
Woodmont Investment Counsel LLC
UNCHANGED
Shares104,114 from 104,114
Change0 (0%)
Value$3.5M (-$156.2K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares103,166 from 103,114
Change+52 (+0%)
Value$3.4M (-$152.9K)
Filed 2026-10-23
IVC Wealth Advisors LLC
DECREASED
Shares100,873 from 104,426
Change-3,553 (-3%)
Value$3.4M (-$275.0K)
Filed 2026-10-23
Altus Wealth Group LLC
DECREASED
Shares100,548 from 105,415
Change-4,867 (-5%)
Value$3.3M (-$320.2K)
Filed 2026-10-20
ZynergyRetirementPlanningLLC
DECREASED
Shares96,985 from 97,589
Change-604 (-1%)
Value$3.2M (-$166.5K)
Filed 2026-10-08
Nadler Financial Group, Inc.
DECREASED
Shares94,805 from 95,845
Change-1,040 (-1%)
Value$3.2M (-$178.4K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares94,003 from 88,523
Change+5,480 (+6%)
Value$3.1M (+$49.7K)
Filed 2026-10-16
Steele Capital Management, Inc.
DECREASED
Shares91,561 from 95,505
Change-3,944 (-4%)
Value$3.0M (-$274.6K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares89,045 from 95,558
Change-6,513 (-7%)
Value$3.0M (-$360.3K)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares88,740 from 100,406
Change-11,666 (-12%)
Value$3.0M (-$539.2K)
Filed 2026-11-04
ETF Store, Inc.
INCREASED
Shares87,387 from 77,113
Change+10,274 (+13%)
Value$2.9M (+$226.5K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares87,067 from 102,488
Change-15,421 (-15%)
Value$2.9M (-$667.4K)
Filed 2026-10-15
Wilkins Miller Wealth Management, LLC
INCREASED
Shares84,100 from 83,792
Change+308 (+0%)
Value$2.8M (-$115.4K)
Filed 2026-10-13
Myecfo, LLC
INCREASED
Shares80,960 from 76,290
Change+4,670 (+6%)
Value$2.7M (+$41.1K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares80,933 from 89,148
Change-8,215 (-9%)
Value$2.7M (-$407.4K)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares80,473 from 80,108
Change+365 (+0%)
Value$2.7M (-$108.0K)
Filed 2026-10-09
Fagan Associates, Inc.
DECREASED
Shares79,918 from 80,634
Change-716 (-1%)
Value$2.7M (-$144.8K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares78,951 from 56,675
Change+22,276 (+39%)
Value$2.7M (+$771.8K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
DECREASED
Shares76,756 from 79,828
Change-3,072 (-4%)
Value$2.6M (-$222.1K)
Filed 2026-11-03
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares76,481 from 76,804
Change-323 (0%)
Value$2.5M (-$126.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares74,055 from 59,996
Change+14,059 (+23%)
Value$2.5M (+$378.3K)
Filed 2026-10-23
Apella Capital, LLC
DECREASED
Shares73,505 from 84,360
Change-10,855 (-13%)
Value$2.5M (-$427.8K)
Filed 2026-10-08
Matthew Goff Investment Advisor, LLC
DECREASED
Shares73,444 from 75,481
Change-2,037 (-3%)
Value$2.4M (-$181.1K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares71,484 from 71,818
Change-334 (0%)
Value$2.4M (-$55.6K)
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares70,065 from 70,065
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-06
Monetary Solutions, Ltd
DECREASED
Shares67,481 from 68,112
Change-631 (-1%)
Value$2.2M (-$123.2K)
Filed 2026-10-22
Ridgewood Investments LLC
DECREASED
Shares67,331 from 71,569
Change-4,238 (-6%)
Value$2.2M (-$248.5K)
Filed 2026-10-05
Asset Dedication, LLC
INCREASED
Shares67,146 from 67,076
Change+70 (+0%)
Value$2.2M (-$98.3K)
Filed 2026-11-03
Principal Financial Group Inc
DECREASED
Shares66,665 from 81,599
Change-14,934 (-18%)
Value$2.2M (-$619.8K)
Filed 2026-11-02
Schaeffer Financial LLC
INCREASED
Shares66,488 from 64,454
Change+2,034 (+3%)
Value$2.2M (-$28.9K)
Filed 2026-10-23
Twin Cities Retirement Group LLC
DECREASED
Shares66,183 from 66,506
Change-323 (0%)
Value$2.2M (-$110.5K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares66,125 from 66,329
Change-204 (0%)
Value$2.2M (-$106.3K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares65,803 from 65,891
Change-88 (0%)
Value$2.2M (-$101.8K)
Filed 2026-10-21
Weaver Capital Management LLC
DECREASED
Shares64,704 from 69,878
Change-5,174 (-7%)
Value$2.2M (+$24.0K)
Filed 2026-10-15
Bigelow Investment Advisors, LLC
INCREASED
Shares62,168 from 61,824
Change+344 (+1%)
Value$2.1M (-$81.3K)
Filed 2026-10-13
CGN Advisors LLC
INCREASED
Shares61,842 from 61,195
Change+647 (+1%)
Value$2.1M (-$70.2K)
Filed 2026-10-21
Lederer & Associates Investment Counsel
DECREASED
Shares60,008 from 60,241
Change-233 (0%)
Value$2.0K (-$98)
Filed 2026-10-23
Avity Investment Management Inc.
UNCHANGED
Shares59,931 from 59,931
Change0 (0%)
Value$2.0M (-$89.9K)
Filed 2026-10-09
Maia Wealth LLC
INCREASED
Shares59,672 from 54,892
Change+4,780 (+9%)
Value$2.0M (+$76.9K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares59,548 from 59,495
Change+53 (+0%)
Value$2.0M (-$87.5K)
Filed 2026-11-03
Stewardship Advisors, LLC
DECREASED
Shares59,166 from 68,357
Change-9,191 (-13%)
Value$2.0M (-$408.7K)
Filed 2026-10-20
B&D White Capital Company, LLC
UNCHANGED
Shares58,998 from 58,998
Change0 (0%)
Value$2.0M (-$88.5K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares58,679 from 59,923
Change-1,244 (-2%)
Value$2.0M (-$131.3K)
Filed 2026-10-15
Retirement Planning Group, LLC
DECREASED
Shares58,419 from 72,049
Change-13,630 (-19%)
Value$1.9M (-$562.1K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares58,236 from 56,631
Change+1,605 (+3%)
Value$1.9M (-$31.5K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
INCREASED
Shares57,796 from 28,870
Change+28,926 (+100%)
Value$1.9M (+$920.2K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares57,204 from 30,700
Change+26,504 (+86%)
Value$1.9M (+$836.8K)
Filed 2026-10-26
William Mack & Associates, Inc.
INCREASED
Shares57,034 from 55,360
Change+1,674 (+3%)
Value$1.9M (-$27.3K)
Filed 2026-10-27
Copper Harbor Investment Advisors, LLC
DECREASED
Shares56,128 from 58,254
Change-2,126 (-4%)
Value$1.9M (-$158.2K)
Filed 2026-10-16
Duncker Streett & Co Inc
DECREASED
Shares55,825 from 59,583
Change-3,758 (-6%)
Value$1.9M (-$214.5K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares55,566 from 40,380
Change+15,186 (+38%)
Value$1.9M (+$445.3K)
Filed 2026-10-21
Emerald Advisors, LLC
DECREASED
Shares55,154 from 57,289
Change-2,135 (-4%)
Value$1.8M (-$157.1K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares55,124 from 57,179
Change-2,055 (-4%)
Value$1.8M (-$154.2K)
Filed 2026-11-04
Grandview Asset Management LLC
DECREASED
Shares54,961 from 58,514
Change-3,553 (-6%)
Value$1.8M (-$206.1K)
Filed 2026-10-19
K2 Financial Inc.
INCREASED
Shares54,697 from 53,959
Change+738 (+1%)
Value$1.9M (-$779)
Filed 2026-10-26
United Advisor Group, LLC
DECREASED
Shares54,456 from 56,439
Change-1,983 (-4%)
Value$1.8M (-$150.7K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares54,294 from 86,666
Change-32,372 (-37%)
Value$1.8M (-$1.2M)
Filed 2026-10-28
Whitener Capital Management, Inc.
INCREASED
Shares54,283 from 51,167
Change+3,116 (+6%)
Value$1.8M (+$27.0K)
Filed 2026-10-15
Sima Wealth Partners, LLC
DECREASED
Shares54,177 from 54,238
Change-61 (0%)
Value$1.8M (-$83.4K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares53,932
Change+53,932
Value$1.8M
Filed 2026-10-21
Clear Retirement Advice LLC
DECREASED
Shares53,265 from 57,373
Change-4,108 (-7%)
Value$1.8M (-$222.9K)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares52,238 from 45,774
Change+6,464 (+14%)
Value$1.7M (+$146.7K)
Filed 2026-10-27
GW Henssler & Associates LTD
DECREASED
Shares52,229 from 53,792
Change-1,563 (-3%)
Value$1.7M (-$132.7K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares50,907 from 41,021
Change+9,886 (+24%)
Value$1.7M (+$267.8K)
Filed 2026-11-05
Blossom Wealth Management
INCREASED
Shares50,442 from 50,093
Change+349 (+1%)
Value$1.7M (-$63.5K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
INCREASED
Shares48,625 from 48,606
Change+19 (+0%)
Value$1.6M (-$72.3K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares48,535 from 50,120
Change-1,585 (-3%)
Value$1.6M (-$128.0K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares48,121 from 54,632
Change-6,511 (-12%)
Value$1.6M (-$298.9K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares47,584 from 48,055
Change-471 (-1%)
Value$1.7M (+$16.2K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares46,740 from 46,200
Change+540 (+1%)
Value$1.6M (-$51.3K)
Filed 2026-10-08
R2 Capital Strategies, LLC
INCREASED
Shares46,650 from 40,447
Change+6,203 (+15%)
Value$1.6M (+$146.0K)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares46,322 from 37,822
Change+8,500 (+22%)
Value$1.6M (+$265.5K)
Filed 2026-10-09
DDD Partners, LLC
DECREASED
Shares46,304 from 48,875
Change-2,571 (-5%)
Value$1.5M (-$158.9K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares45,968 from 53,677
Change-7,709 (-14%)
Value$1.5M (-$337.3K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares45,617 from 45,756
Change-139 (0%)
Value$1.5M (-$73.3K)
Filed 2026-10-08
Blue Capital, Inc.
NEW
Shares45,600
Change+45,600
Value$1.5M
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares45,484 from 46,468
Change-984 (-2%)
Value$1.5M (-$102.5K)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares45,282 from 38,046
Change+7,236 (+19%)
Value$1.5M (+$184.0K)
Filed 2026-11-05
Seed Wealth Management, Inc.
UNCHANGED
Shares44,930 from 44,930
Change0 (0%)
Value$1.5M (-$67.4K)
Filed 2026-10-20
Kelly Financial Group LLC
DECREASED
Shares43,928 from 44,284
Change-356 (-1%)
Value$1.5M (-$78.3K)
Filed 2026-10-16
Creekside Partners
INCREASED
Shares43,603 from 43,596
Change+7 (+0%)
Value$1.5M (-$65.2K)
Filed 2026-11-04
Summit Investment Advisors, Inc.\KS
DECREASED
Shares43,502 from 48,159
Change-4,657 (-10%)
Value$1.4M (-$227.3K)
Filed 2026-11-05
RMG Wealth Management LLC
INCREASED
Shares43,475 from 41,508
Change+1,967 (+5%)
Value$1.5M (+$37.0K)
Filed 2026-10-26
Ballast Financial Advisors LLC
DECREASED
Shares43,454 from 47,753
Change-4,299 (-9%)
Value$1.4M (-$214.8K)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
INCREASED
Shares43,415 from 43,225
Change+190 (+0%)
Value$1.4M (-$58.5K)
Filed 2026-10-16
True North Advisors, LLC
INCREASED
Shares43,042 from 43,036
Change+6 (+0%)
Value$1.4M (-$64.4K)
Filed 2026-10-22
Sightline Wealth Advisors, LLC
DECREASED
Shares42,487 from 329,224
Change-286,737 (-87%)
Value$1.4M (-$10.0M)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
INCREASED
Shares42,474 from 42,428
Change+46 (+0%)
Value$1.4M (-$62.1K)
Filed 2026-10-21
Thayer Financial, L.L.C.
INCREASED
Shares42,074 from 41,552
Change+522 (+1%)
Value$1.4M (-$42.0K)
Filed 2026-10-21
Santori & Peters, Inc.
INCREASED
Shares41,866 from 41,835
Change+31 (+0%)
Value$1.4M (-$61.7K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
DECREASED
Shares41,795 from 42,513
Change-718 (-2%)
Value$1.4M (-$87.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares41,472 from 41,722
Change-250 (-1%)
Value$1.4M (-$65.3K)
Filed 2026-10-30
Visionary Horizons, LLC
INCREASED
Shares40,113 from 38,166
Change+1,947 (+5%)
Value$1.3M (+$7.6K)
Filed 2026-10-22
First County Bank
DECREASED
Shares39,172 from 40,354
Change-1,182 (-3%)
Value$1.3M (-$99.9K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares38,903 from 37,579
Change+1,324 (+4%)
Value$1.3M (-$12.2K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares38,707 from 39,317
Change-610 (-2%)
Value$1.3M (-$79.3K)
Filed 2026-10-29
John Boyer, Inc.
INCREASED
Shares38,036 from 37,875
Change+161 (+0%)
Value$1.3M (-$51.5K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares37,434 from 36,805
Change+629 (+2%)
Value$1.2M (-$34.2K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares37,308 from 37,781
Change-473 (-1%)
Value$1.2M (-$72.4K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares36,385 from 36,827
Change-442 (-1%)
Value$1.2M (-$70.0K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
DECREASED
Shares36,137 from 37,645
Change-1,508 (-4%)
Value$1.2M (-$106.7K)
Filed 2026-10-21
Hoey Investments, Inc
DECREASED
Shares35,915 from 35,920
Change-5 (0%)
Value$1.2M (-$54.1K)
Filed 2026-10-29
Diversify Advisory Services, LLC
DECREASED
Shares35,494 from 37,729
Change-2,235 (-6%)
Value$1.2M (-$80.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares35,494 from 37,729
Change-2,235 (-6%)
Value$1.2M (-$80.1K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares35,185 from 38,767
Change-3,582 (-9%)
Value$1.2M (-$177.5K)
Filed 2026-10-19
Old National Bancorp
UNCHANGED
Shares35,153 from 35,153
Change0 (0%)
Value$1.2M (-$52.7K)
Filed 2026-10-20
Tactive Advisors, LLC
DECREASED
Shares34,337 from 39,463
Change-5,126 (-13%)
Value$1.1M (-$229.9K)
Filed 2026-10-08
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares34,080 from 34,080
Change0 (0%)
Value$1.1M (-$51.1K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
NEW
Shares33,881
Change+33,881
Value$1.1M
Filed 2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares33,730 from 34,440
Change-710 (-2%)
Value$1.1M (-$75.3K)
Filed 2026-10-15
ARK & TLK Investments, LLC
UNCHANGED
Shares32,559 from 32,559
Change0 (0%)
Value$1.1M (-$48.8K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED
Shares32,363 from 32,377
Change-14 (0%)
Value$1.1M (-$49.0K)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares31,972 from 32,138
Change-166 (-1%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
D.A. Davidson & Co.
UNCHANGED
Shares31,935 from 31,935
Change0 (0%)
Value$1.1M (-$47.9K)
Filed 2026-10-28
Bfsg, LLC
DECREASED
Shares31,924 from 32,280
Change-356 (-1%)
Value$1.1M (-$60.3K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares31,786 from 29,474
Change+2,312 (+8%)
Value$1.1M (+$32.8K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares31,579 from 31,566
Change+13 (+0%)
Value$1.1M (-$46.9K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
INCREASED
Shares31,304 from 31,303
Change+1 (0%)
Value$1.0M (-$46.9K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares30,532 from 30,709
Change-177 (-1%)
Value$1.0M (-$52.0K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares30,463 from 29,211
Change+1,252 (+4%)
Value$1.0M (-$2.1K)
Filed 2026-10-05
Atlas Wealth Partners, LLC
INCREASED
Shares30,195 from 29,175
Change+1,020 (+4%)
Value$1.0M (-$9.8K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares29,921 from 29,812
Change+109 (+0%)
Value$996.7K (-$41.1K)
Filed 2026-10-14
Adelphi Trust Co
INCREASED
Shares29,639 from 27,169
Change+2,470 (+9%)
Value$987.3K (+$41.5K)
Filed 2026-10-05
Verum Partners LLC
DECREASED
Shares29,506 from 32,900
Change-3,394 (-10%)
Value$982.8K (-$162.4K)
Filed 2026-10-21
Kelleher Financial Advisors
NEW
Shares29,220
Change+29,220
Value$973.3K
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares29,166 from 29,531
Change-365 (-1%)
Value$971.5K (-$56.5K)
Filed 2026-10-29
HUB Investment Partners, LLC
UNCHANGED
Shares28,959 from 28,959
Change0 (0%)
Value$964.6K (-$43.4K)
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares28,777 from 58,638
Change-29,861 (-51%)
Value$958.6K (-$1.1M)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares28,144 from 28,126
Change+18 (+0%)
Value$935 (-$895.1K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares27,663 from 22,444
Change+5,219 (+23%)
Value$921.5K (+$140.2K)
Filed 2026-11-04
Kathmere Capital Management, LLC
DECREASED
Shares27,656 from 28,086
Change-430 (-2%)
Value$921.2K (-$56.5K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares27,546 from 27,546
Change0 (0%)
Value$917.6K (-$41.3K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares26,930 from 14,147
Change+12,783 (+90%)
Value$897.1K (+$404.6K)
Filed 2026-10-21
Piedmont Capital Management, LLC
UNCHANGED
Shares26,550 from 26,550
Change0 (0%)
Value$884.4K (-$39.8K)
Filed 2026-10-21
Well Done, LLC
UNCHANGED
Shares26,265 from 26,265
Change0 (0%)
Value$874.9K (-$39.4K)
Filed 2026-10-20
WPG Advisers, LLC
DECREASED
Shares25,856 from 26,675
Change-819 (-3%)
Value$861.3K (-$67.3K)
Filed 2026-10-27
Greenwood Gearhart LLC
INCREASED
Shares25,731 from 24,790
Change+941 (+4%)
Value$857.1K (-$5.8K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares25,658 from 31,934
Change-6,276 (-20%)
Value$854.7K (-$257.0K)
Filed 2026-11-05
Ironwood Financial, llc
DECREASED
Shares25,568 from 26,320
Change-752 (-3%)
Value$851.7K (-$49.0K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
INCREASED
Shares25,558 from 24,302
Change+1,256 (+5%)
Value$851.3K (+$5.4K)
Filed 2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares25,261 from 29,725
Change-4,464 (-15%)
Value$841.5K (-$193.3K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares25,189 from 25,166
Change+23 (+0%)
Value$839.0K (-$37.0K)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares25,056 from 24,935
Change+121 (+0%)
Value$834.6K (-$33.4K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares25,024 from 24,481
Change+543 (+2%)
Value$833.5K (-$18.7K)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares24,995 from 24,995
Change0 (0%)
Value$832.6K (-$37.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares24,975 from 26,586
Change-1,611 (-6%)
Value$847.2K (-$78.3K)
Filed 2026-10-15
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares24,950 from 24,950
Change0 (0%)
Value$831.1K (-$37.4K)
Filed 2026-10-22
Everett Harris & Co
DECREASED
Shares24,944 from 27,394
Change-2,450 (-9%)
Value$830.9K (-$122.7K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares24,893 from 14,200
Change+10,693 (+75%)
Value$829.2K (+$334.9K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,726 from 24,590
Change+136 (+1%)
Value$823.6K (-$32.3K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares24,626 from 24,507
Change+119 (+0%)
Value$820.3K (-$18.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares24,615 from 27,717
Change-3,102 (-11%)
Value$819.9K (-$144.9K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares24,518 from 26,718
Change-2,200 (-8%)
Value$816.7K (-$113.4K)
Filed 2026-10-19
Towercrest Capital Management
UNCHANGED
Shares24,210 from 24,210
Change0 (0%)
Value$806.4K (-$36.3K)
Filed 2026-10-23
Alliance Wealth Management Group
UNCHANGED
Shares24,210 from 24,210
Change0 (0%)
Value$806.4K (-$36.3K)
Filed 2026-10-29
FF Advisors,LLC
UNCHANGED
Shares24,168 from 24,168
Change0 (0%)
Value$805.0K (-$36.3K)
Filed 2026-10-21
Lantz Financial LLC
UNCHANGED
Shares23,971 from 23,971
Change0 (0%)
Value$798.5K (-$36.0K)
Filed 2026-10-15
MidAtlantic Capital Management, Inc.
DECREASED
Shares23,621 from 23,994
Change-373 (-2%)
Value$786.8K (-$48.4K)
Filed 2026-11-05
Sculati Wealth Management, LLC
UNCHANGED
Shares23,035 from 23,035
Change0 (0%)
Value$784.1K (+$5.3K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
DECREASED
Shares22,814 from 23,344
Change-530 (-2%)
Value$759.9K (-$52.7K)
Filed 2026-11-04
Aire Advisors, LLC
DECREASED
Shares22,543 from 22,570
Change-27 (0%)
Value$750.9K (-$34.8K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares22,421 from 22,507
Change-86 (0%)
Value$746.8K (-$36.6K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares22,246 from 22,246
Change0 (0%)
Value$741.0K (-$33.4K)
Filed 2026-10-09
Milestone Investment Advisors LLC
UNCHANGED
Shares22,084 from 22,084
Change0 (0%)
Value$735.6K (-$33.1K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares22,031 from 22,028
Change+3 (+0%)
Value$733.9K (-$32.9K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares21,767 from 22,003
Change-236 (-1%)
Value$725.0K (-$40.9K)
Filed 2026-10-15
Womack Financial LLC
DECREASED
Shares21,686 from 22,098
Change-412 (-2%)
Value$722.4K (-$46.9K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares21,653 from 21,652
Change+1 (0%)
Value$722.8K (-$22.5K)
Filed 2026-10-09
Marks Group Wealth Management, Inc
UNCHANGED
Shares21,558 from 21,558
Change0 (0%)
Value$718.1K (-$32.3K)
Filed 2026-11-05
Ring Mountain Capital, LLC
DECREASED
Shares21,295 from 21,340
Change-45 (0%)
Value$709.3K (-$33.5K)
Filed 2026-10-13
Rockwood Wealth Management, LLC
UNCHANGED
Shares21,275 from 21,275
Change0 (0%)
Value$708.7K (-$31.9K)
Filed 2026-10-27
Uptown Financial Advisors LLC
INCREASED
Shares20,492 from 20,352
Change+140 (+1%)
Value$682.6K (-$25.9K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares20,280 from 20,274
Change+6 (+0%)
Value$675.5K (-$9.9K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares20,260 from 20,193
Change+67 (+0%)
Value$674.9K (-$28.1K)
Filed 2026-11-03
HMV Wealth Advisors, LLC
UNCHANGED
Shares19,992 from 19,992
Change0 (0%)
Value$665.9K (-$30.0K)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares19,879 from 19,879
Change0 (0%)
Value$662.2K (-$29.8K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
DECREASED
Shares19,723 from 21,625
Change-1,902 (-9%)
Value$657.0K (-$95.8K)
Filed 2026-10-29
LWM Advisors Inc
INCREASED
Shares19,454 from 11,529
Change+7,925 (+69%)
Value$648.0K (+$246.7K)
Filed 2026-10-08
Market Street Wealth Management Advisors LLC
DECREASED
Shares19,393 from 25,610
Change-6,217 (-24%)
Value$646.0K (-$245.5K)
Filed 2026-10-09
Obermeyer Wealth Partners
INCREASED
Shares19,350 from 19,349
Change+1 (+0%)
Value$644.5K (-$29.0K)
Filed 2026-10-21
SkyOak Wealth, LLC
UNCHANGED
Shares18,744 from 18,744
Change0 (0%)
Value$624.4K (-$28.1K)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares18,529 from 17,756
Change+773 (+4%)
Value$617.2K (-$886)
Filed 2026-10-29
Fonville Wealth Management LLC
DECREASED
Shares18,523 from 18,581
Change-58 (0%)
Value$617.0K (-$29.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares18,285 from 18,227
Change+58 (+0%)
Value$610.4K (-$17.0K)
Filed 2026-11-02
Carret Asset Management, LLC
UNCHANGED
Shares18,283 from 18,283
Change0 (0%)
Value$609.0K (-$27.4K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares18,251
Change+18,251
Value$633
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares18,210 from 18,210
Change0 (0%)
Value$606.6K (-$27.3K)
Filed 2026-10-23
Radnor Capital Management, LLC
UNCHANGED
Shares18,210 from 18,210
Change0 (0%)
Value$606.6K (-$27.3K)
Filed 2026-10-23
Ejmk Ventures LLC
NEW
Shares17,989
Change+17,989
Value$599.2K
Filed 2026-10-21
LongView Wealth Management
INCREASED
Shares17,936 from 17,881
Change+55 (+0%)
Value$597.4K (-$25.0K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
NEW
Shares17,907
Change+17,907
Value$596.5K
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares17,850
Change+17,850
Value$594.6K
Filed 2026-10-19
Goldstein Advisors, LLC
INCREASED
Shares17,789 from 17,788
Change+1 (+0%)
Value$592.6K (-$26.6K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares17,468 from 14,637
Change+2,831 (+19%)
Value$581.9K (+$72.3K)
Filed 2026-11-04
Cooper S Advisors, LLC
INCREASED
Shares17,113 from 14,030
Change+3,083 (+22%)
Value$570.0K (+$81.6K)
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares16,991
Change+16,991
Value$566.0K
Filed 2026-10-14
Cascade Investment Advisors, Inc.
INCREASED
Shares16,930 from 16,190
Change+740 (+5%)
Value$563.9K (+$364)
Filed 2026-11-02
Livet Wealth, LLC
DECREASED
Shares16,921 from 18,646
Change-1,725 (-9%)
Value$563.6K (-$85.4K)
Filed 2026-10-27
Fulton Bank, N.A.
DECREASED
Shares16,779 from 16,931
Change-152 (-1%)
Value$558.9K (-$30.5K)
Filed 2026-10-14
Burkett Financial Services, LLC
DECREASED
Shares16,651 from 18,368
Change-1,717 (-9%)
Value$554.6K (-$84.8K)
Filed 2026-10-01
Quartz Partners, LLC
NEW
Shares16,248
Change+16,248
Value$541.2K
Filed 2026-11-03
Brickley Wealth Management
INCREASED
Shares16,177 from 15,723
Change+454 (+3%)
Value$538.9K (-$8.5K)
Filed 2026-11-04
Smith Salley Wealth Management
UNCHANGED
Shares16,042 from 16,042
Change0 (0%)
Value$534.4K (-$24.1K)
Filed 2026-11-03
WMG Financial Advisors, LLC
UNCHANGED
Shares15,985 from 15,985
Change0 (0%)
Value$556.4K ($0)
Filed 2026-10-28
TruNorth Capital Management, LLC
UNCHANGED
Shares15,885 from 15,885
Change0 (0%)
Value$529.1K (-$23.8K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares15,826 from 15,826
Change0 (0%)
Value$527.2K (-$23.7K)
Filed 2026-11-05
Blueprint Investment Partners LLC
UNCHANGED
Shares15,788 from 15,788
Change0 (0%)
Value$525.9K (-$23.7K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares15,734 from 15,610
Change+124 (+1%)
Value$524.1K (-$19.3K)
Filed 2026-10-28
Wealth Preservation Advisors, LLC
DECREASED
Shares15,626 from 15,920
Change-294 (-2%)
Value$520.5K (-$33.7K)
Filed 2026-11-05
Trust Point Inc.
INCREASED
Shares15,566 from 12,686
Change+2,880 (+23%)
Value$518.5K (+$76.9K)
Filed 2026-10-27
Lynx Investment Advisory
DECREASED
Shares15,456 from 16,342
Change-886 (-5%)
Value$514.8K (-$54.0K)
Filed 2026-10-27
Blueprint Financial Advisors LLC
UNCHANGED
Shares15,068 from 15,068
Change0 (0%)
Value$501.9K (-$22.6K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares15,040 from 15,040
Change0 (0%)
Value$501.0K (-$22.6K)
Filed 2026-10-21
Vaughan David Investments LLC
UNCHANGED
Shares14,549 from 14,549
Change0 (0%)
Value$485 (-$505.5K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares14,500 from 13,000
Change+1,500 (+12%)
Value$483 (-$452.5K)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares14,429 from 14,805
Change-376 (-3%)
Value$480.6K (-$34.7K)
Filed 2026-10-28
Schwallier Wealth Management LLC
INCREASED
Shares14,351 from 14,293
Change+58 (+0%)
Value$478.0K (-$19.5K)
Filed 2026-11-05
Oarsman Capital, Inc.
DECREASED
Shares14,151 from 14,328
Change-177 (-1%)
Value$471.4K (-$27.4K)
Filed 2026-11-05
Diversified Investment Strategies, LLC
DECREASED
Shares13,903 from 14,198
Change-295 (-2%)
Value$463.1K (-$31.1K)
Filed 2026-10-28
Traveka Wealth, LLC
DECREASED
Shares13,779 from 13,805
Change-26 (0%)
Value$459.0K (-$21.6K)
Filed 2026-10-19
Fortune Financial Group, Inc.
DECREASED
Shares13,774 from 15,271
Change-1,497 (-10%)
Value$458.8K (-$72.8K)
Filed 2026-10-22
Sachem Hill LLC
DECREASED
Shares13,652 from 13,736
Change-84 (-1%)
Value$454.7K (-$23.4K)
Filed 2026-10-14
Associated Banc-Corp
UNCHANGED
Shares13,446 from 13,446
Change0 (0%)
Value$447.9K (-$20.2K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
INCREASED
Shares13,395 from 11,040
Change+2,355 (+21%)
Value$446.2K (+$61.9K)
Filed 2026-11-02
Collective Family Office LLC
INCREASED
Shares13,283 from 13,137
Change+146 (+1%)
Value$442.5K (-$14.8K)
Filed 2026-10-05
Meredith Wealth Planning
UNCHANGED
Shares13,224 from 13,224
Change0 (0%)
Value$440.5K (-$19.8K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares12,898 from 12,731
Change+167 (+1%)
Value$429.6K (-$13.5K)
Filed 2026-10-26
Cambridge Advisors Inc.
INCREASED
Shares12,868 from 12,401
Change+467 (+4%)
Value$428.6K (-$3.0K)
Filed 2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED
Shares12,816 from 12,816
Change0 (0%)
Value$426.9K (-$19.2K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares12,730 from 28,964
Change-16,234 (-56%)
Value$408.0K (-$600.3K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares12,718 from 13,258
Change-540 (-4%)
Value$423.6K (-$37.9K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares12,632 from 12,975
Change-343 (-3%)
Value$420.8K (-$30.9K)
Filed 2026-10-15
Stone Summit Wealth LLC
UNCHANGED
Shares12,590 from 12,590
Change0 (0%)
Value$419.4K (-$18.9K)
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares12,450 from 12,450
Change0 (0%)
Value$414.7K (-$18.7K)
Filed 2026-10-30
Mengis Capital Management, Inc.
INCREASED
Shares12,444 from 12,437
Change+7 (+0%)
Value$414.5K (-$18.5K)
Filed 2026-10-13
Allied Investment Advisors, LLC
UNCHANGED
Shares12,439 from 12,439
Change0 (0%)
Value$414.3K (-$18.7K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares12,365 from 12,365
Change0 (0%)
Value$411.9K (-$18.5K)
Filed 2026-11-04
Hurley Capital, LLC
INCREASED
Shares12,282 from 12,264
Change+18 (+0%)
Value$409.1K (-$17.8K)
Filed 2026-11-05
Elm3 Financial Group, LLC
INCREASED
Shares12,274 from 12,069
Change+205 (+2%)
Value$408.9K (-$11.3K)
Filed 2026-10-07
Aurora Private Wealth, Inc.
INCREASED
Shares12,253 from 11,665
Change+588 (+5%)
Value$408 (-$405.6K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares12,207 from 12,202
Change+5 (+0%)
Value$406.6K (-$18.1K)
Filed 2026-11-02
Chapman Financial Group, LLC
UNCHANGED
Shares12,156 from 12,156
Change0 (0%)
Value$404.9K (-$18.2K)
Filed 2026-10-26
Chesley Taft & Associates LLC
UNCHANGED
Shares12,130 from 12,130
Change0 (0%)
Value$404.1K (-$18.2K)
Filed 2026-10-13
Quarry Hill Advisors, LLC
UNCHANGED
Shares12,120 from 12,120
Change0 (0%)
Value$403.7K (-$18.2K)
Filed 2026-11-04
Chapin Davis, Inc.
UNCHANGED
Shares12,110 from 12,110
Change0 (0%)
Value$403.4K (-$18.2K)
Filed 2026-10-09
Florida Trust Wealth Management Co
UNCHANGED
Shares12,024 from 12,024
Change0 (0%)
Value$400.5K (-$18.0K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED
Shares11,944 from 15,114
Change-3,170 (-21%)
Value$397.9K (-$128.3K)
Filed 2026-11-02
Certior Financial Group, LLC
DECREASED
Shares11,902 from 12,607
Change-705 (-6%)
Value$396.5K (-$42.4K)
Filed 2026-10-19
Global Wealth Strategies & Associates
DECREASED
Shares11,829 from 11,961
Change-132 (-1%)
Value$394.0K (-$22.3K)
Filed 2026-10-02
Tenret Co LLC
NEW
Shares11,717
Change+11,717
Value$390.3K
Filed 2026-11-02
Austin Asset Management Co Inc
UNCHANGED
Shares11,439 from 11,439
Change0 (0%)
Value$381.0K (-$17.2K)
Filed 2026-10-29
Crescent Sterling, Ltd.
INCREASED
Shares11,296 from 9,511
Change+1,785 (+19%)
Value$376.3K (+$45.2K)
Filed 2026-10-16
Mirador Capital Partners LP
DECREASED
Shares11,180 from 11,192
Change-12 (0%)
Value$372.4K (-$17.2K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares11,098 from 10,648
Change+450 (+4%)
Value$369.7K (-$981)
Filed 2026-10-20
G&S Capital LLC
INCREASED
Shares10,969 from 10,953
Change+16 (+0%)
Value$365.4K (-$15.9K)
Filed 2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares10,882 from 10,846
Change+36 (+0%)
Value$362.5K (-$15.1K)
Filed 2026-10-16
PUREfi Wealth, LLC
DECREASED
Shares10,877 from 11,095
Change-218 (-2%)
Value$362.3K (-$23.9K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares10,807 from 7,026
Change+3,781 (+54%)
Value$360.0K (+$115.4K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares10,804 from 10,804
Change0 (0%)
Value$359.9K (-$16.2K)
Filed 2026-10-29
DecisionMap Wealth Management, LLC
UNCHANGED
Shares10,732 from 10,732
Change0 (0%)
Value$357.5K (-$16.1K)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares10,480 from 10,466
Change+14 (+0%)
Value$349.1K (-$15.2K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares10,309 from 10,208
Change+101 (+1%)
Value$343.4K (-$11.9K)
Filed 2026-11-03
Hardin Capital Partners, LLC
DECREASED
Shares10,214 from 10,276
Change-62 (-1%)
Value$340.2K (-$18.7K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
INCREASED
Shares10,201 from 10,159
Change+42 (+0%)
Value$339.8K (-$13.8K)
Filed 2026-10-16
Code Waechter LLC
UNCHANGED
Shares10,166 from 10,166
Change0 (0%)
Value$338.6K (-$15.2K)
Filed 2026-10-23
LifeSteps Financial, Inc.
DECREASED
Shares10,144 from 11,080
Change-936 (-8%)
Value$337.9K (-$47.8K)
Filed 2026-10-15
Shearwater Capital LLC
DECREASED
Shares9,857 from 9,992
Change-135 (-1%)
Value$328.3K (-$19.5K)
Filed 2026-10-13
Bensler, LLC
INCREASED
Shares9,815 from 9,806
Change+9 (+0%)
Value$326.9K (-$14.4K)
Filed 2026-11-05
Demars Financial Group, LLC
NEW
Shares9,792
Change+9,792
Value$326.2K
Filed 2026-10-22
Evanson Financial, LLC
INCREASED
Shares9,772 from 9,771
Change+1 (+0%)
Value$325.5K (-$14.6K)
Filed 2026-10-23
Forza Wealth Management, LLC
UNCHANGED
Shares9,768 from 9,768
Change0 (0%)
Value$325.4K (-$14.7K)
Filed 2026-10-20
Waterfront Wealth Inc.
DECREASED
Shares9,731 from 9,846
Change-115 (-1%)
Value$333.9K (-$4.7K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares9,709 from 7,959
Change+1,750 (+22%)
Value$323.4K (+$46.4K)
Filed 2026-11-02
Acropolis Investment Management, LLC
UNCHANGED
Shares9,684 from 9,684
Change0 (0%)
Value$322.6K (-$14.5K)
Filed 2026-10-08
Bluedoor Private Wealth, LLC
DECREASED
Shares9,362 from 10,859
Change-1,497 (-14%)
Value$311.8K (-$66.2K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,308 from 14,269
Change-4,961 (-35%)
Value$310.1K (-$186.6K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares9,290 from 9,286
Change+4 (+0%)
Value$309.4K (-$13.8K)
Filed 2026-10-23
Forum Financial Management, LP
INCREASED
Shares9,186 from 9,185
Change+1 (+0%)
Value$306.0K (-$13.7K)
Filed 2026-10-16
Klingman & Associates, LLC
UNCHANGED
Shares9,045 from 9,045
Change0 (0%)
Value$301.3K (-$13.6K)
Filed 2026-10-20
ZWJ Investment Counsel Inc
UNCHANGED
Shares9,014 from 9,014
Change0 (0%)
Value$300.2K (-$13.5K)
Filed 2026-10-15
Clark Wealth Partners
UNCHANGED
Shares8,960 from 8,960
Change0 (0%)
Value$298.5K (-$13.4K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
UNCHANGED
Shares8,868 from 8,868
Change0 (0%)
Value$295.4K (-$13.3K)
Filed 2026-10-30
Millennium Capital Advisors, LLC
INCREASED
Shares8,852 from 8,851
Change+1 (+0%)
Value$294.9K (-$13.3K)
Filed 2026-10-16
TrustWell Financial Advisors, LLC
DECREASED
Shares8,745 from 9,225
Change-480 (-5%)
Value$291.3K (-$29.8K)
Filed 2026-10-15
Aspen Investment Management Inc
INCREASED
Shares8,667 from 8,659
Change+8 (+0%)
Value$289 (-$12)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares8,600 from 7,327
Change+1,273 (+17%)
Value$286.5K (+$31.4K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares8,511 from 8,961
Change-450 (-5%)
Value$283.5K (-$28.4K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
UNCHANGED
Shares8,508 from 8,508
Change0 (0%)
Value$283.4K (-$12.8K)
Filed 2026-10-20
Matisse Capital
UNCHANGED
Shares8,503 from 8,503
Change0 (0%)
Value$283.2K (-$12.8K)
Filed 2026-10-29
Focused Wealth Management, Inc
INCREASED
Shares8,460 from 8,419
Change+41 (+0%)
Value$281.8K (-$11.3K)
Filed 2026-10-30
Hengehold Capital Management LLC
INCREASED
Shares8,386 from 8,348
Change+38 (+0%)
Value$279.3K (-$11.3K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
INCREASED
Shares8,379 from 8,338
Change+41 (+0%)
Value$279.1K (-$11.2K)
Filed 2026-10-23
Chicago Capital, LLC
NEW
Shares8,294
Change+8,294
Value$276.3K
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares8,283 from 8,595
Change-312 (-4%)
Value$275.9K (-$23.3K)
Filed 2026-10-29
Penobscot Wealth Management
INCREASED
Shares8,279 from 8,247
Change+32 (+0%)
Value$275.8K (-$11.3K)
Filed 2026-10-21
Brian LOW Financial Group, LLC
DECREASED
Shares8,218 from 8,219
Change-1 (0%)
Value$273.8K (-$12.3K)
Filed 2026-10-28
Essex LLC
INCREASED
Shares8,182 from 8,179
Change+3 (+0%)
Value$272.5K (-$12.2K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares8,137 from 8,127
Change+10 (+0%)
Value$271.0K (-$11.9K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares8,118 from 8,617
Change-499 (-6%)
Value$270.4K (-$29.5K)
Filed 2026-10-19
Advocate Group LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$269.8K (-$12.2K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares8,098 from 7,273
Change+825 (+11%)
Value$269.7K (+$16.6K)
Filed 2026-10-29
Hill Island Financial LLC
UNCHANGED
Shares8,096 from 8,096
Change0 (0%)
Value$269.7K (-$12.1K)
Filed 2026-10-20
RBA Wealth Management, LLC
DECREASED
Shares8,017 from 8,140
Change-123 (-2%)
Value$267.0K (-$16.3K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares8,008 from 8,008
Change0 (0%)
Value$266.7K (-$12.0K)
Filed 2026-10-27
Legacy Solutions, LLC
DECREASED
Shares8,004 from 8,008
Change-4 (0%)
Value$266.6K (-$12.2K)
Filed 2026-10-07
Acorn Wealth Advisors, LLC
INCREASED
Shares8,000 from 7,966
Change+34 (+0%)
Value$266.5K (-$10.8K)
Filed 2026-10-19
GS Investments, Inc.
DECREASED
Shares7,988 from 8,057
Change-69 (-1%)
Value$266.1K (-$14.4K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares7,977 from 8,128
Change-151 (-2%)
Value$265.7K (-$17.2K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
DECREASED
Shares7,948 from 8,701
Change-753 (-9%)
Value$264.7K (-$38.1K)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares7,941 from 10,511
Change-2,570 (-24%)
Value$264.5K (-$101.4K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares7,941 from 7,861
Change+80 (+1%)
Value$264.5K (-$9.1K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares7,867 from 7,725
Change+142 (+2%)
Value$262.0K (-$6.9K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares7,836 from 7,836
Change0 (0%)
Value$261.0K (-$11.8K)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
UNCHANGED
Shares7,825 from 7,825
Change0 (0%)
Value$260.7K (-$11.7K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares7,815 from 7,434
Change+381 (+5%)
Value$260.3K (+$1.5K)
Filed 2026-10-13
Apollon Financial, LLC
NEW
Shares7,788
Change+7,788
Value$259.4K
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares7,758 from 7,758
Change0 (0%)
Value$258.4K (-$11.6K)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares7,743 from 6,936
Change+807 (+12%)
Value$257.9K (+$16.5K)
Filed 2026-10-16
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares7,688 from 7,688
Change0 (0%)
Value$256.1K (-$11.5K)
Filed 2026-10-22
William Howard & Co Financial Advisors Inc
INCREASED
Shares7,667 from 7,630
Change+37 (+0%)
Value$255.4K (-$10.2K)
Filed 2026-11-04
Landaas & Co
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$253.2K (-$11.4K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,495 from 5,769
Change+1,726 (+30%)
Value$249.7K (+$48.8K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares7,414 from 7,459
Change-45 (-1%)
Value$247.0K (-$12.7K)
Filed 2026-10-30
Wedgewood Investors Inc
UNCHANGED
Shares7,389 from 7,389
Change0 (0%)
Value$246.1K (-$11.1K)
Filed 2026-10-28
Citizens Financial Group Inc
NEW
Shares7,341
Change+7,341
Value$244.5K
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares7,327 from 7,327
Change0 (0%)
Value$244.1K (-$11.0K)
Filed 2026-10-21
Keudell ison Wealth Management
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$243.2K (-$11.0K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares7,223 from 7,223
Change0 (0%)
Value$240.6K (-$10.8K)
Filed 2026-10-08
Mainsail Financial Group, LLC
UNCHANGED
Shares7,210 from 7,210
Change0 (0%)
Value$240.2K (-$10.8K)
Filed 2026-10-23
Atticus Wealth Management, LLC
INCREASED
Shares7,133 from 6,102
Change+1,031 (+17%)
Value$237.6K (+$25.2K)
Filed 2026-10-20
Bell Investment Advisors, Inc
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$236.4K (-$10.6K)
Filed 2026-10-29
Core Wealth Advisors, LLC
UNCHANGED
Shares7,090 from 7,090
Change0 (0%)
Value$236.2K (-$10.6K)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
NEW
Shares7,057
Change+7,057
Value$235.1K
Filed 2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares7,007 from 7,006
Change+1 (+0%)
Value$233.4K (-$10.5K)
Filed 2026-10-14
Simplicity Wealth,LLC
NEW
Shares6,956
Change+6,956
Value$231.7K
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares6,951 from 6,183
Change+768 (+12%)
Value$231.5K (+$16.3K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares6,914 from 6,889
Change+25 (+0%)
Value$230.3K (-$9.5K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares6,900 from 6,901
Change-1 (0%)
Value$229.8K (-$10.4K)
Filed 2026-10-16
Hamilton Capital, LLC
UNCHANGED
Shares6,885 from 6,885
Change0 (0%)
Value$229.3K (-$10.3K)
Filed 2026-10-08
GoalVest Advisory LLC
UNCHANGED
Shares6,873 from 6,873
Change0 (0%)
Value$228.9K (-$10.3K)
Filed 2026-10-02
Madden Securities Corp
NEW
Shares6,870
Change+6,870
Value$228.8K
Filed 2026-10-27
KW Wealth Management LLC
NEW
Shares6,819
Change+6,819
Value$227.1K
Filed 2026-10-28
Wealth Management Nebraska
UNCHANGED
Shares6,798 from 6,798
Change0 (0%)
Value$226.4K (-$10.2K)
Filed 2026-10-26
Salem Investment Counselors Inc
UNCHANGED
Shares6,765 from 6,765
Change0 (0%)
Value$225.4K (-$10.1K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares6,749 from 6,749
Change0 (0%)
Value$224.8K (-$10.1K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED
Shares6,738 from 6,738
Change0 (0%)
Value$224.4K (-$10.1K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares6,696 from 6,503
Change+193 (+3%)
Value$223.1K (-$3.3K)
Filed 2026-10-16
Planned Solutions, Inc.
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$223.0K (-$10.0K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares6,662 from 6,727
Change-65 (-1%)
Value$222 (-$233.8K)
Filed 2026-10-30
Columbia Advisory Partners LLC
DECREASED
Shares6,652 from 7,366
Change-714 (-10%)
Value$221.6K (-$34.8K)
Filed 2026-10-15
Saxon Interests, Inc.
UNCHANGED
Shares6,552 from 6,552
Change0 (0%)
Value$218.2K (-$9.8K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares6,418 from 6,160
Change+258 (+4%)
Value$213.8K (-$636)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares6,399 from 6,399
Change0 (0%)
Value$213.2K (-$9.6K)
Filed 2026-10-28
Carolina Wealth Management Inc
DECREASED
Shares6,385 from 7,360
Change-975 (-13%)
Value$212.7K (-$43.5K)
Filed 2026-10-29
Blueline Advisors LLC
INCREASED
Shares6,365 from 6,338
Change+27 (+0%)
Value$212.0K (-$8.6K)
Filed 2026-10-15
Legacy Bridge, LLC
UNCHANGED
Shares6,341 from 6,341
Change0 (0%)
Value$211.2K (-$9.5K)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED
Shares6,316 from 6,546
Change-230 (-4%)
Value$210.4K (-$17.5K)
Filed 2026-10-06
West Paces Advisors Inc.
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$209.9K (-$9.5K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$209.9K (-$9.5K)
Filed 2026-10-21
Winebrenner Capital Management LLC
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$209.1K (-$9.4K)
Filed 2026-10-07
Leading Edge Financial Planning LLC
DECREASED
Shares6,273 from 7,060
Change-787 (-11%)
Value$208.9K (-$36.8K)
Filed 2026-10-23
25 LLC
DECREASED
Shares6,252 from 7,490
Change-1,238 (-17%)
Value$208.3K (-$52.5K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares6,245 from 6,302
Change-57 (-1%)
Value$208.0K (-$8.9K)
Filed 2026-10-02
Spire Wealth Management
INCREASED
Shares6,221 from 6,219
Change+2 (+0%)
Value$207.2K (-$9.2K)
Filed 2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED
Shares6,201 from 6,201
Change0 (0%)
Value$206.6K (-$9.3K)
Filed 2026-10-14
Accredited Investor Services, LLC
DECREASED
Shares6,025 from 6,152
Change-127 (-2%)
Value$200.7K (-$13.5K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares5,926 from 6,690
Change-764 (-11%)
Value$205.3K (-$27.7K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares5,370 from 5,370
Change0 (0%)
Value$178.9K (-$8.1K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares5,303 from 5,674
Change-371 (-7%)
Value$176.7K (-$20.8K)
Filed 2026-10-08
Arcadia Investment Advisors LLC
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$176.2K (-$7.9K)
Filed 2026-10-13
Eastern Bank
NEW
Shares5,105
Change+5,105
Value$170.0K
Filed 2026-10-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares5,097 from 5,097
Change0 (0%)
Value$169.8K (-$7.6K)
Filed 2026-10-16
Lodestone Wealth Management LLC
INCREASED
Shares4,943 from 4,747
Change+196 (+4%)
Value$164.6K (-$603)
Filed 2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$169.6K (-$1.2K)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$163.2K (-$7.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares4,571 from 4,571
Change0 (0%)
Value$152.3K (-$6.9K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares4,494 from 4,519
Change-25 (-1%)
Value$149.7K (-$7.6K)
Filed 2026-10-20
Costello Asset Management, Inc
DECREASED
Shares4,407 from 4,613
Change-206 (-4%)
Value$146.8K (-$13.8K)
Filed 2026-10-30
First Community Trust NA
INCREASED
Shares4,335 from 3,585
Change+750 (+21%)
Value$144.4K (+$19.6K)
Filed 2026-10-07
Gleason Group, Inc.
INCREASED
Shares4,216 from 4,195
Change+21 (+1%)
Value$140.4K (-$5.6K)
Filed 2026-10-15
Kennebec Savings Bank
DECREASED
Shares4,068 from 4,314
Change-246 (-6%)
Value$135.5K (-$14.7K)
Filed 2026-10-22
Wealth Analytics Partners, LLC
NEW
Shares4,038
Change+4,038
Value$134.5K
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,982 from 3,982
Change0 (0%)
Value$132.6K (-$6.0K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
INCREASED
Shares3,153 from 2,901
Change+252 (+9%)
Value$105.0K (+$4.0K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,144 from 3,144
Change0 (0%)
Value$104.7K (-$4.7K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$99.9K (-$4.5K)
Filed 2026-10-05
Citizens National Bank Trust Department
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$98.8K (-$4.4K)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares2,932 from 2,918
Change+14 (+0%)
Value$101.5K (+$1.1K)
Filed 2026-10-29
Cullen T Bankers, Inc.
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$86.2K (-$3.9K)
Filed 2026-10-28
Evensky & Katz LLC
INCREASED
Shares2,582 from 2,579
Change+3 (+0%)
Value$86 (-$89.9K)
Filed 2026-10-27
SRH Advisors, LLC
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$82.7K (-$3.7K)
Filed 2026-10-22
Horizon Financial Services, LLC
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$74.7K (-$3.4K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,227 from 2,227
Change0 (0%)
Value$74.2K (-$3.3K)
Filed 2026-10-16
Hanson & Doremus Investment Management
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$72 (-$75.9K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares2,067 from 2,067
Change0 (0%)
Value$68.9K (-$3.1K)
Filed 2026-11-03
Burk Holdings LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$66.9K (-$3.0K)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$65.6K (-$3.0K)
Filed 2026-10-02
Robbins Farley
DECREASED
Shares1,900 from 1,903
Change-3 (0%)
Value$63.3K (-$3.0K)
Filed 2026-10-21
Mogy Joel R Investment Counsel Inc
NEW
Shares1,756
Change+1,756
Value$58.5K
Filed 2026-10-13
Blume Capital Management, Inc.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$55.0K (-$2.5K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$54.0K (-$2.4K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$53.9K (-$2.4K)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$49 (-$52.0K)
Filed 2026-11-04
Pflug Koory, LLC
DECREASED
Shares1,463 from 1,751
Change-288 (-16%)
Value$48.7K (-$12.2K)
Filed 2026-10-26
Trust Co
NEW
Shares1,436
Change+1,436
Value$47.8K
Filed 2026-10-09
Winthrop Capital Management, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$47.0K (-$2.0K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares1,369 from 1,363
Change+6 (+0%)
Value$45.6K (-$1.9K)
Filed 2026-10-13
Family Capital Trust Co
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$42.7K (-$1.9K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$42.1K (-$1.9K)
Filed 2026-10-07
Pacific Center for Financial Services
NEW
Shares1,196
Change+1,196
Value$39.8K
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares1,100 from 1,095
Change+5 (+0%)
Value$36.7K (-$1.5K)
Filed 2026-10-02
Ascentis Independent Advisors
INCREASED
Shares1,048 from 723
Change+325 (+45%)
Value$34.9K (+$9.8K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares915
Change+915
Value$30.5K
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$30.2K (-$1.4K)
Filed 2026-10-21
DT Investment Partners, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$29.8K (-$1.3K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$29.2K (-$1.3K)
Filed 2026-10-16
Abound Wealth Management
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$28.8K (-$1.3K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares860 from 972
Change-112 (-12%)
Value$28.6K (-$5.2K)
Filed 2026-11-05
Horizons Wealth Management
NEW
Shares844
Change+844
Value$28.1K
Filed 2026-10-05
True Wealth Design, LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$23.4K (-$1.1K)
Filed 2026-10-13
Vima LLC
INCREASED
Shares685 from 682
Change+3 (+0%)
Value$22.8K (-$912)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$22.0K (-$990)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares645 from 642
Change+3 (+0%)
Value$21.5K (-$860)
Filed 2026-11-02
Ares Financial Consulting, LLC
INCREASED
Shares624 from 622
Change+2 (+0%)
Value$20.8K (-$855)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$20.4K (-$918)
Filed 2026-10-15
Ascentis Wealth Management, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$19.7K (-$888)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
NEW
Shares543
Change+543
Value$18.1K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares525
Change+525
Value$17.5K
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$17 (-$1)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$15.2K (-$684)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares385
Change+385
Value$12.8K
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$12.5K (-$563)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$12.1K (-$543)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares357
Change+357
Value$11.9K
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$11.8K (-$531)
Filed 2026-10-23
EPG Wealth Management LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$10.8K (-$486)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$9.7K (-$437)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$9.3K (-$419)
Filed 2026-10-19
Wilkerson Advisory Group LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$8.4K (-$380)
Filed 2026-10-20
Carolina Wealth Advisors, LLC
DECREASED
Shares242 from 604
Change-362 (-60%)
Value$8.1K (-$13.0K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares238 from 114
Change+124 (+109%)
Value$7.9K (+$4.0K)
Filed 2026-11-04
3 Factor Indexing, LLC
DECREASED
Shares229 from 279
Change-50 (-18%)
Value$7.6K (-$2.1K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$7.5K (-$337)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$6.3K (-$284)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares144
Change+144
Value$5.0K
Filed 2026-10-26
Cedar Mountain Advisors, LLC
DECREASED
Shares114 from 299
Change-185 (-62%)
Value$3.8K (-$6.6K)
Filed 2026-10-15
First Pacific Financial
NEW
Shares112
Change+112
Value$3.7K
Filed 2026-10-14
Armor Investment Advisors, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$3.3K (-$148)
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$2.2K (-$99)
Filed 2026-10-28
TD Private Client Wealth LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.6K (-$70)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares46
Change+46
Value$1.5K
Filed 2026-10-13
Triumph Capital Management
NEW
Shares30
Change+30
Value$999
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
NEW
Shares29
Change+29
Value$966
Filed 2026-10-19
Activest Wealth Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$966 (-$43)
Filed 2026-10-15
Quaker Wealth Management, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$966 (-$44)
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$500 (-$23)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$500 (-$23)
Filed 2026-10-15
Spurstone Advisory Services, LLC
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$401 (-$46)
Filed 2026-11-02
Retirement Guys Formula LLC
CLOSED
Shares0 from 73,108
Change-73,108 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 39,164
Change-39,164 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Retireful, LLC
CLOSED
Shares0 from 17,760
Change-17,760 (-100%)
Value$0 (-$618.2K)
Filed 2026-10-09
Boyum Wealth Architects LLC
CLOSED
Shares0 from 17,125
Change-17,125 (-100%)
Value$0 (-$586.0K)
Filed 2026-10-06
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 9,201
Change-9,201 (-100%)
Value$0 (-$320.3K)
Filed 2026-11-02
Wedbush Securities Inc
CLOSED
Shares0 from 8,161
Change-8,161 (-100%)
Value$0 (-$284.0K)
Filed 2026-10-22
Carnegie Investment Counsel
CLOSED
Shares0 from 7,858
Change-7,858 (-100%)
Value$0 (-$273.5K)
Filed 2026-10-20
KCM Investment Advisors LLC
CLOSED
Shares0 from 7,540
Change-7,540 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-27
One Way Holdings LLC
CLOSED
Shares0 from 6,932
Change-6,932 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-29
VestGen Advisors, LLC
CLOSED
Shares0 from 6,362
Change-6,362 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-27
Sheets Smith Wealth Management
CLOSED
Shares0 from 5,977
Change-5,977 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-16
Baxter Bros Inc
CLOSED
Shares0 from 5,975
Change-5,975 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-04
JSF Financial, LLC
CLOSED
Shares0 from 5,952
Change-5,952 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-22
TFB Advisors LLC
CLOSED
Shares0 from 5,799
Change-5,799 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-02
Envision Financial LLC
CLOSED
Shares0 from 5,762
Change-5,762 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-15
Strata Wealth Advisors, LLC
CLOSED
Shares0 from 5,748
Change-5,748 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 4,498
Change-4,498 (-100%)
Value$0 (-$156.6K)
Filed 2026-10-28
Lanark Financial, Inc.
CLOSED
Shares0 from 4,430
Change-4,430 (-100%)
Value$0 (-$154.2K)
Filed 2026-10-26
Caldwell Trust Co
CLOSED
Shares0 from 2,235
Change-2,235 (-100%)
Value$0 (-$77.8K)
Filed 2026-10-30
Tsfg, LLC
CLOSED
Shares0 from 2,088
Change-2,088 (-100%)
Value$0 (-$73.0K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,495
Change-1,495 (-100%)
Value$0 (-$52.0K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$18.4K)
Filed 2026-11-05
Highline Wealth Partners LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-19
NorthAvenue LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-29
Tucker Asset Management LLC
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-29
Toth Financial Advisory Corp
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$209)
Filed 2026-10-08
Financial Engines Advisors L.L.C.
N/A
Shares— from 46,499,260
Change-46,499,260 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 45,024,906
Change-45,024,906 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,960,727
Change-12,960,727 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,144,880
Change-9,144,880 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,912,979
Change-8,912,979 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,378,613
Change-6,378,613 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,291,984
Change-5,291,984 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,917,972
Change-3,917,972 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,867,616
Change-3,867,616 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,674,944
Change-3,674,944 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,571,303
Change-3,571,303 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,779,835
Change-2,779,835 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,705,341
Change-2,705,341 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,701,363
Change-2,701,363 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,625,413
Change-2,625,413 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,970,475
Change-1,970,475 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,921,981
Change-1,921,981 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,777,034
Change-1,777,034 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,744,278
Change-1,744,278 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,627,002
Change-1,627,002 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,599,656
Change-1,599,656 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,568,627
Change-1,568,627 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 1,454,110
Change-1,454,110 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,333,572
Change-1,333,572 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,186,101
Change-1,186,101 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,179,966
Change-1,179,966 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,126,459
Change-1,126,459 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,097,487
Change-1,097,487 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,082,922
Change-1,082,922 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,057,653
Change-1,057,653 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 978,090
Change-978,090 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 960,177
Change-960,177 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 952,665
Change-952,665 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 897,263
Change-897,263 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 880,325
Change-880,325 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 807,850
Change-807,850 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 774,931
Change-774,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 774,489
Change-774,489 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 717,101
Change-717,101 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 672,608
Change-672,608 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 671,980
Change-671,980 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 667,145
Change-667,145 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 641,729
Change-641,729 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 610,180
Change-610,180 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 607,840
Change-607,840 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 606,554
Change-606,554 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 581,116
Change-581,116 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 572,184
Change-572,184 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 560,537
Change-560,537 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 412,923
Change-412,923 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 409,863
Change-409,863 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 386,729
Change-386,729 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 370,672
Change-370,672 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 341,547
Change-341,547 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 322,832
Change-322,832 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 304,020
Change-304,020 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 286,956
Change-286,956 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 283,186
Change-283,186 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 281,513
Change-281,513 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 270,744
Change-270,744 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 268,034
Change-268,034 (-100%)
Value—
FMR LLC
N/A
Shares— from 263,829
Change-263,829 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 257,749
Change-257,749 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 254,346
Change-254,346 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 251,880
Change-251,880 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 249,955
Change-249,955 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 239,789
Change-239,789 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 231,838
Change-231,838 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 230,382
Change-230,382 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 229,916
Change-229,916 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 227,702
Change-227,702 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 212,905
Change-212,905 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 209,065
Change-209,065 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 208,850
Change-208,850 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 207,434
Change-207,434 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 203,816
Change-203,816 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 203,775
Change-203,775 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 197,107
Change-197,107 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 193,444
Change-193,444 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 191,967
Change-191,967 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 191,005
Change-191,005 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 188,048
Change-188,048 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 184,223
Change-184,223 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 175,530
Change-175,530 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 174,543
Change-174,543 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 169,158
Change-169,158 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 168,095
Change-168,095 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 163,018
Change-163,018 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 160,971
Change-160,971 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 158,886
Change-158,886 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 156,870
Change-156,870 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 155,143
Change-155,143 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 154,711
Change-154,711 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 152,382
Change-152,382 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 151,747
Change-151,747 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 146,134
Change-146,134 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 142,473
Change-142,473 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 137,343
Change-137,343 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 129,069
Change-129,069 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 123,053
Change-123,053 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 121,556
Change-121,556 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 118,565
Change-118,565 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 116,855
Change-116,855 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 116,747
Change-116,747 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 114,863
Change-114,863 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 106,955
Change-106,955 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 105,944
Change-105,944 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 98,060
Change-98,060 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 94,850
Change-94,850 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 93,884
Change-93,884 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 93,217
Change-93,217 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 93,101
Change-93,101 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 89,890
Change-89,890 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 88,685
Change-88,685 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 88,418
Change-88,418 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 85,350
Change-85,350 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 83,088
Change-83,088 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 80,853
Change-80,853 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 80,231
Change-80,231 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 79,777
Change-79,777 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 79,024
Change-79,024 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 78,410
Change-78,410 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 77,109
Change-77,109 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 76,372
Change-76,372 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 75,143
Change-75,143 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 74,648
Change-74,648 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 73,772
Change-73,772 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 71,804
Change-71,804 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 71,423
Change-71,423 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 69,172
Change-69,172 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 66,012
Change-66,012 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 63,723
Change-63,723 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 62,681
Change-62,681 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 62,426
Change-62,426 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,747
Change-60,747 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 58,982
Change-58,982 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 58,663
Change-58,663 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,451
Change-56,451 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 55,604
Change-55,604 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 54,608
Change-54,608 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 53,407
Change-53,407 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 52,679
Change-52,679 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 52,546
Change-52,546 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 51,802
Change-51,802 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 51,331
Change-51,331 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,936
Change-50,936 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 49,999
Change-49,999 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 49,466
Change-49,466 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 49,433
Change-49,433 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 48,925
Change-48,925 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 48,729
Change-48,729 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 46,892
Change-46,892 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 46,278
Change-46,278 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,954
Change-45,954 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 45,883
Change-45,883 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 44,790
Change-44,790 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 44,560
Change-44,560 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 43,936
Change-43,936 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 42,945
Change-42,945 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 41,626
Change-41,626 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 41,595
Change-41,595 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,511
Change-40,511 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 40,382
Change-40,382 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,595
Change-39,595 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 39,533
Change-39,533 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 38,949
Change-38,949 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 38,450
Change-38,450 (-100%)
Value—
Blair William & Co
N/A
Shares— from 38,342
Change-38,342 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 37,555
Change-37,555 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 37,457
Change-37,457 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,005
Change-37,005 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 35,660
Change-35,660 (-100%)
Value—
Nwam LLC
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 35,327
Change-35,327 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 34,876
Change-34,876 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 33,844
Change-33,844 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 33,726
Change-33,726 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 32,703
Change-32,703 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,820
Change-31,820 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 31,279
Change-31,279 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,952
Change-30,952 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 30,834
Change-30,834 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 30,489
Change-30,489 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 30,154
Change-30,154 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 30,066
Change-30,066 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 29,561
Change-29,561 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 28,545
Change-28,545 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 28,078
Change-28,078 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 28,034
Change-28,034 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,793
Change-27,793 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 27,780
Change-27,780 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 27,491
Change-27,491 (-100%)
Value—
&partners
N/A
Shares— from 26,387
Change-26,387 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 26,316
Change-26,316 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 24,755
Change-24,755 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,456
Change-24,456 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,237
Change-24,237 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 24,028
Change-24,028 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 23,819
Change-23,819 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 23,566
Change-23,566 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 23,416
Change-23,416 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,805
Change-22,805 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 22,683
Change-22,683 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,657
Change-22,657 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 22,444
Change-22,444 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 22,390
Change-22,390 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 22,384
Change-22,384 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 22,211
Change-22,211 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 21,460
Change-21,460 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 21,443
Change-21,443 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 21,279
Change-21,279 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 21,037
Change-21,037 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,002
Change-21,002 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 20,937
Change-20,937 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,705
Change-20,705 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 20,409
Change-20,409 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 20,191
Change-20,191 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 20,059
Change-20,059 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 19,932
Change-19,932 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 19,865
Change-19,865 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 19,748
Change-19,748 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 19,080
Change-19,080 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,038
Change-19,038 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 18,964
Change-18,964 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 18,827
Change-18,827 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,458
Change-18,458 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 18,392
Change-18,392 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,081
Change-18,081 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 17,278
Change-17,278 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 16,885
Change-16,885 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 15,854
Change-15,854 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 15,663
Change-15,663 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 15,296
Change-15,296 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 15,024
Change-15,024 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 14,854
Change-14,854 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,174
Change-14,174 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
American Trust
N/A
Shares— from 13,998
Change-13,998 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 13,953
Change-13,953 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13,492
Change-13,492 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 13,277
Change-13,277 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,238
Change-13,238 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 11,603
Change-11,603 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 11,382
Change-11,382 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,933
Change-10,933 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 10,401
Change-10,401 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8,970
Change-8,970 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 8,179
Change-8,179 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 7,885
Change-7,885 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,638
Change-6,638 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 996
Change-996 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 435
Change-435 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 346
Change-346 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 290
Change-290 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 282
Change-282 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 253
Change-253 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 247
Change-247 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 60
Change-60 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 24
Change-24 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 9
Change-9 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Avantax Planning Partners, Inc.
DECREASED9,899,45710,212,910-313,453-3%$355.5M$329.8M-$25.8M2026-11-03
Mather Group, Llc.
DECREASED7,720,02410,099,022-2,378,998-24%$351.5M$257.2M-$94.4M2026-10-14
Vantagepoint Investment Advisers LLC
DECREASED7,324,3757,753,808-429,433-6%$269.9M$244.0M-$25.9M2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED3,681,4993,727,556-46,057-1%$128.2M$124.5M-$3.7M2026-10-13
Gemmer Asset Management LLC
DECREASED3,341,3183,373,480-32,162-1%$117.4M$111.3M-$6.1M2026-10-16
Mokosak Advisory Group, LLC
INCREASED3,043,1843,013,603+29,581+1%$104.9M$101.4M-$3.5M2026-10-20
Rainey & Randall Wealth Advisors Inc.
INCREASED3,033,6763,018,201+15,475+1%$105.1M$101.1M-$4.0M2026-10-26
Krilogy Financial LLC
DECREASED2,852,9502,880,128-27,178-1%$100.3M$97.1M-$3.1M2026-10-13
Exchange Traded Concepts, LLC
INCREASED2,588,9042,402,516+186,388+8%$83.6M$86.2M+$2.6M2026-10-28
Cooper Financial Group
INCREASED2,360,3962,276,475+83,921+4%$79.2M$78.6M-$619.3K2026-10-07
Compound Planning, Inc.
INCREASED2,065,1002,011,430+53,670+3%$70.0M$68.8M-$1.2M2026-11-05
Black Diamond Financial, LLC
INCREASED1,872,9841,759,449+113,535+6%$61.2M$62.4M+$1.1M2026-10-26
Financial Management Professionals, Inc.
INCREASED1,738,4851,721,114+17,371+1%$59.9M$57.9M-$2.0M2026-10-23
Creative Planning
DECREASED1,719,8041,836,443-116,639-6%$63.9M$57.3M-$6.6M2026-11-02
GenWealth Group, Inc.
DECREASED1,653,0131,681,637-28,624-2%$58.5M$55.1M-$3.5M2026-10-16
Northern Capital Management, Inc.
INCREASED1,427,6351,412,672+14,963+1%$49.2M$47.6M-$1.6M2026-11-05
HRC Wealth Management, LLC
DECREASED1,297,1541,302,258-5,1040%$45.3M$43.2M-$2.1M2026-10-16
XML Financial, LLC
INCREASED1,278,6611,253,900+24,761+2%$43.6M$42.6M-$1.1M2026-10-29
Summit Asset Management, LLC
DECREASED1,222,5751,224,848-2,2730%$42.6M$40.7M-$1.9M2026-11-05
Veery Capital, LLC
INCREASED1,215,5531,196,106+19,447+2%$41.6M$40.5M-$1.1M2026-10-07
Midwest Trust Co
INCREASED1,191,3971,122,636+68,761+6%$39.1M$39.7M+$606.5K2026-10-22
Thrivent Financial for Lutherans
DECREASED1,177,6481,299,421-121,773-9%$45.2M$39.3K-$45.2M2026-11-05
TSG Advice Partners, LLC
NEW1,099,433—+1,099,433——$38.3M—2026-10-29
Southern Michigan Bank & Trust
INCREASED1,052,9491,019,784+33,165+3%$35.5M$35.1M-$425.0K2026-10-19
GHP Investment Advisors, Inc.
DECREASED1,036,2201,038,715-2,4950%$36.2M$34.5M-$1.6M2026-10-15
Dodds Wealth, LLC
DECREASED1,015,4531,030,077-14,624-1%$35.9M$33.8M-$2.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED984,053861,170+122,883+14%$30.0M$32.8M+$2.8M2026-11-02
Serenity Investment Advisors
DECREASED973,939979,372-5,433-1%$34.1M$32.4M-$1.6M2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED924,4781,134,296-209,818-18%$39.5M$30.8M-$8.7M2026-11-05
Farther Finance Advisors, LLC
INCREASED890,366643,155+247,211+38%$22.4M$29.7M+$7.3M2026-10-08
KRM Wealth Management L.L.C.
INCREASED886,581885,859+722+0%$30.8M$29.5M-$1.3M2026-11-02
CX Institutional
INCREASED869,829792,816+77,013+10%$27.6K$29.0K+$1.4K2026-10-02
Sage Financial Group Inc
DECREASED775,763776,729-9660%$27.0M$25.8M-$1.2M2026-10-27
Persium Advisors, LLC
DECREASED765,306801,823-36,517-5%$27.9M$25.5M-$2.4M2026-10-07
Noble Family Wealth, LLC
DECREASED724,256728,348-4,092-1%$25.4M$24.1M-$1.2M2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED706,245699,917+6,328+1%$24.4M$23.5M-$839.1K2026-10-28
Meriwether Wealth & Planning, LLC
INCREASED699,619671,004+28,615+4%$23.4M$23.3M-$53.3K2026-10-13
Yankcom Partnership
INCREASED647,164585,528+61,636+11%$20.4M$21.6M+$1.2M2026-10-15
Seneca Financial Advisors LLC
INCREASED643,099624,063+19,036+3%$21.7M$21.4M-$302.0K2026-10-28
Cornerstone Wealth Advisors, Inc.
DECREASED639,394652,147-12,753-2%$22.7M$21.3M-$1.4M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED633,980636,448-2,4680%$22.2M$21.1M-$1.0M2026-10-20
Friday Financial
INCREASED627,761388,248+239,513+62%$13.3M$21.0M+$7.6M2026-10-09
Perigon Wealth Management, LLC
DECREASED626,977644,939-17,962-3%$22.5M$20.9M-$1.6M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED624,241661,485-37,244-6%$23.0M$20.8M-$2.2M2026-10-14
Seek First Inc.
INCREASED605,994589,947+16,047+3%$20.5M$20.2M-$350.4K2026-10-27
Cape Investment Advisory, Inc.
INCREASED604,607601,890+2,717+0%$21.0M$20.1M-$812.3K2026-10-13
Focus Financial Network, Inc.
INCREASED602,727600,252+2,475+0%$20.9M$20.1M-$818.0K2026-10-14
Plancorp, LLC
INCREASED602,521215,406+387,115+180%$7.4M$20.9M+$13.5M2026-11-03
Choreo, LLC
DECREASED596,840643,100-46,260-7%$22.4M$19.9M-$2.5M2026-10-28
Garde Capital, Inc.
DECREASED577,027582,638-5,611-1%$20.3M$19.2M-$1.1M2026-10-29
JBGlobal.com LLC
DECREASED546,341555,333-8,992-2%$19.3M$18.2M-$1.1M2026-10-13
Denver PWM, LLC
INCREASED535,334532,138+3,196+1%$18.8M$17.8M-$989.8K2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED535,226524,862+10,364+2%$18.3M$17.8M-$442.1K2026-10-19
USAdvisors Wealth Management, LLC
INCREASED524,666517,375+7,291+1%$18.0M$17.5K-$18.0M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED487,022491,304-4,282-1%$17.1M$16.2K-$17.1M2026-11-02
Peak Wealth Management LLC
INCREASED467,048466,587+461+0%$16.2M$16.0M-$203.5K2026-10-26
Commonwealth Equity Services, LLC
INCREASED459,665455,072+4,593+1%$15.8M$15.3M-$529.6K2026-11-02
FAI Advisors, Inc.
INCREASED448,988425,976+23,012+5%$14.8M$15.0M+$127.6K2026-10-27
Martel Wealth Advisors LLC
DECREASED434,231467,996-33,765-7%$16.3M$14.5M-$1.8M2026-10-14
Brookstone Capital Management
INCREASED432,575395,893+36,682+9%$13.8M$14.4M+$628.1K2026-10-22
Cathy Pareto & Associates, Inc
INCREASED426,467408,803+17,664+4%$14.2M$14.2M-$30.1K2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED423,616423,041+575+0%$14.7M$14.1M-$615.4K2026-10-16
FSA Wealth Partners, Inc.
DECREASED415,647416,133-4860%$14.5M$13.8M-$640.4K2026-10-26
First Affirmative Financial Network
NEW410,087—+410,087——$13.7M—2026-10-21
Certuity, LLC
INCREASED405,311259,028+146,283+56%$9.0M$13.5M+$4.5M2026-11-02
Gill Capital Partners, LLC
INCREASED380,577368,785+11,792+3%$12.8M$12.7M-$160.4K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED379,462576,393-196,931-34%$20.1M$12.6M-$7.4M2026-10-09
SteelPeak Wealth, LLC
NEW378,051—+378,051——$12.6M—2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED370,434373,856-3,422-1%$13.0M$12.3M-$674.8K2026-10-27
Diversified Portfolios, Inc.
DECREASED369,295379,951-10,656-3%$13.2M$12.3M-$924.9K2026-11-04
James J. Burns & Company, LLC
DECREASED367,858370,207-2,349-1%$12.9M$12.3M-$633.5K2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED364,839349,164+15,675+4%$12.2M$12.2M-$1.6K2026-10-15
Capital Squared Financial LLC
INCREASED340,355327,568+12,787+4%$11.4M$11.3M-$65.4K2026-10-30
Cdkv Holdings LLC
INCREASED339,388335,591+3,797+1%$11.7M$11.3M-$376.9K2026-10-28
White Pine Investment Co
INCREASED330,256326,384+3,872+1%$11.4M$11.0K-$11.3M2026-10-15
Harbor Group, Inc.
INCREASED324,363323,691+672+0%$11.3M$10.8M-$463.2K2026-10-14
Fiduciary Alliance LLC
DECREASED324,306324,528-2220%$11.3M$10.8M-$494.2K2026-10-13
Visionary Wealth Advisors
DECREASED309,613316,115-6,502-2%$11.0M$10.3M-$690.8K2026-11-04
Enclave Advisors LLC
DECREASED308,689373,287-64,598-17%$13.0M$10.3M-$2.7M2026-10-14
Arnold Financial Planning LLC
INCREASED294,802253,746+41,056+16%$8.8M$9.8M+$987.0K2026-10-20
MFG Investments, LLC
NEW294,784—+294,784——$9.8M—2026-10-30
Thrive Wealth Management, LLC
DECREASED292,597294,454-1,857-1%$10.2M$9.7M-$503.5K2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED292,303273,806+18,497+7%$9.5M$9.7M+$205.4K2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED289,147301,365-12,218-4%$10.5M$9.6M-$859.0K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED287,804288,228-4240%$10.0M$9.6M-$446.5K2026-10-22
Bishop & Co Investment Management, LLC
DECREASED279,250279,444-1940%$9.7M$9.3M-$425.6K2026-11-05
Integrated Advisors Network LLC
DECREASED276,799281,854-5,055-2%$9.8M$9.2M-$591.2K2026-10-20
Ackerman Capital Advisors, LLC
INCREASED274,856267,571+7,285+3%$9.3M$9.2M-$158.7K2026-10-30
Courage Miller Partners, LLC
INCREASED269,349268,344+1,005+0%$9.3M$9.0M-$369.0K2026-10-21
Schneider Downs Wealth Management Advisors, LP
DECREASED267,928285,387-17,459-6%$9.9M$8.9M-$1.0M2026-10-27
Lighthouse Wealth Management Inc.
INCREASED264,480258,169+6,311+2%$9.0M$8.8M-$177.0K2026-10-13
Councilor Wealth, LLC
DECREASED255,733265,062-9,329-4%$9.2M$8.5M-$708.3K2026-10-09
Baring Financial LLC
INCREASED241,830235,389+6,441+3%$8.2M$8.1M-$138.5K2026-10-07
Weinberger Asset Management, Inc
DECREASED240,993243,729-2,736-1%$8.3M$8.0M-$276.4K2026-10-28
BlueSky Wealth Advisors, LLC
INCREASED239,455219,227+20,228+9%$7.6M$8.0M+$345.0K2026-10-29
Avior Wealth Management, LLC
DECREASED225,516244,488-18,972-8%$8.5M$7.5M-$998.7K2026-10-13
Curtis Advisory Group, LLC
INCREASED211,350210,894+456+0%$7.3M$7.0M-$301.2K2026-10-28
US Bancorp \de\
DECREASED206,719213,148-6,429-3%$7.4M$6.9M-$533.9K2026-11-05
Ifrah Financial Services, Inc.
DECREASED205,202208,201-2,999-1%$7.2M$6.8M-$412.2K2026-10-13
Phillip James Consulting Co.
DECREASED199,607199,843-2360%$7.0M$6.6M-$307.6K2026-11-03
New Hampshire Trust
DECREASED198,761199,696-9350%$7.0M$6.6M-$330.7K2026-10-20
Evergreen Advisors, LLC
INCREASED197,85465,818+132,036+201%$2.3M$6.6M+$4.3M2026-10-28
Westbourne Investment Advisors, Inc.
INCREASED197,380191,481+5,899+3%$6.7M$6.6M-$90.7K2026-10-20
Apex Wealth Management, LLC
INCREASED195,897169,285+26,612+16%$5.9M$6.5M+$632.5K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED192,080192,079+10%$6.7M$6.4M-$288.1K2026-10-09
SpringVest Wealth Management LLC
DECREASED190,900192,326-1,426-1%$6.7M$6.4M-$336.0K2026-10-27
Retirement Investment Advisors, Inc.
DECREASED185,498187,435-1,937-1%$6.4M$6.2M-$235.1K2026-10-22
Columbus Macro, LLC
DECREASED185,372191,440-6,068-3%$6.7M$6.2M-$489.3K2026-10-14
Valpey Financial Services, LLC
DECREASED182,886190,366-7,480-4%$6.6M$6.1M-$534.7K2026-10-30
Leeward Financial Partners, LLC
DECREASED181,236181,501-2650%$6.3M$6.0M-$281.1K2026-10-23
Johnson Financial Group, LLC
INCREASED180,37590,220+90,155+100%$3.1M$6.0M+$2.9M2026-11-03
Meridian Wealth Management, LLC
INCREASED179,994177,315+2,679+2%$6.2M$6.0M-$176.7K2026-11-05
Plus Group Wealth Advisors LLC
DECREASED175,814266,466-90,652-34%$9.3M$5.9M-$3.4M2026-10-19
SAX Wealth Advisors, LLC
DECREASED174,872175,568-6960%$5.4M$5.8M+$470.2K2026-10-13
Grey Fox Wealth Advisors, LLC
DECREASED171,984172,268-2840%$6.0M$5.7M-$267.9K2026-11-03
Rinkey Investments
DECREASED170,249175,707-5,458-3%$6.1M$5.7M-$445.4K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED168,989172,580-3,591-2%$6.0M$5.6M-$378.5K2026-11-05
Brown Wealth Management, LLC
INCREASED166,096161,002+5,094+3%$5.6M$5.5M-$71.8K2026-10-20
Partners Wealth Management, LLC
INCREASED159,70331,412+128,291+408%$1.1M$5.3M+$4.2M2026-10-28
KPP Advisory Services LLC
INCREASED157,459153,791+3,668+2%$5.4M$5.2M-$108.5K2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED155,270132,340+22,930+17%$4.6M$5.2M+$565.3K2026-10-23
Villere ST Denis J & Co LLC
INCREASED149,910134,411+15,499+12%$4.7M$5.0M+$314.7K2026-11-04
Vise Technologies, Inc.
INCREASED148,947147,698+1,249+1%$5.1M$5.0M-$179.9K2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED145,836139,294+6,542+5%$4.8M$4.9M+$9.0K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED143,901142,065+1,836+1%$4.9M$4.8M-$151.9K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED143,706143,039+667+0%$5.0M$4.8M-$192.3K2026-10-23
Golden Bell Financial Planning LLC
DECREASED141,573147,634-6,061-4%$5.1M$4.7M-$423.3K2026-11-02
Affinity Capital Advisors, LLC
DECREASED136,222138,946-2,724-2%$4.8M$4.6M-$174.4K2026-10-13
Allen Capital Group, LLC
INCREASED135,710134,472+1,238+1%$4.7M$4.5M-$160.5K2026-10-27
RFG Advisory, LLC
INCREASED129,96676,099+53,867+71%$2.6M$4.3M+$1.7M2026-11-03
Joseph Group Capital Management
DECREASED128,930131,497-2,567-2%$4.6M$4.3M-$282.8K2026-11-04
Barden Capital Management, Inc.
DECREASED126,433128,202-1,769-1%$4.5M$4.2M-$251.2K2026-10-09
Unique Wealth, LLC
INCREASED126,098123,721+2,377+2%$4.3M$4.2M-$106.4K2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED125,735144,331-18,596-13%$5.0M$4.2M-$835.9K2026-10-21
Centerline Wealth Advisors, LLC
DECREASED125,562127,526-1,964-2%$4.4M$4.2M-$256.7K2026-10-15
RKL Wealth Management LLC
DECREASED124,800126,137-1,337-1%$4.4M$4.2M-$233.7K2026-10-16
rebel Financial LLC
DECREASED119,788439,571-319,783-73%$15.3M$4.0M-$11.3M2026-11-04
Everhart Financial Group, Inc.
DECREASED118,084123,969-5,885-5%$4.3M$3.9M-$382.0K2026-10-08
CFG Wealth Management Services, Inc.
DECREASED117,965143,142-25,177-18%$4.4M$3.9M-$428.2K2026-10-21
Truist Financial Corp
INCREASED113,671107,308+6,363+6%$3.7M$3.8M+$51.0K2026-10-30
Foster Victor Wealth Advisors, LLC
DECREASED113,359114,955-1,596-1%$3.9M$3.9M-$77.3K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED109,705107,605+2,100+2%$3.7M$3.7M-$91.5K2026-11-02
American Financial & TAX Strategies Inc
DECREASED109,501109,609-1080%$3.8M$3.6M-$168.0K2026-10-16
Diversified Enterprises, LLC
DECREASED109,363111,328-1,965-2%$3.9M$3.6M-$232.4K2026-10-19
Rossby Financial, LCC
INCREASED105,99290,225+15,767+17%$3.1M$3.5M+$389.9K2026-11-05
Cypress Financial Planning LLC
DECREASED105,203107,858-2,655-2%$3.8M$3.5M-$250.2K2026-10-09
Woodmont Investment Counsel LLC
UNCHANGED104,114104,11400%$3.6M$3.5M-$156.2K2026-10-29
HB Wealth Management, LLC
INCREASED103,166103,114+52+0%$3.6M$3.4M-$152.9K2026-10-23
IVC Wealth Advisors LLC
DECREASED100,873104,426-3,553-3%$3.6M$3.4M-$275.0K2026-10-23
Altus Wealth Group LLC
DECREASED100,548105,415-4,867-5%$3.7M$3.3M-$320.2K2026-10-20
ZynergyRetirementPlanningLLC
DECREASED96,98597,589-604-1%$3.4M$3.2M-$166.5K2026-10-08
Nadler Financial Group, Inc.
DECREASED94,80595,845-1,040-1%$3.3M$3.2M-$178.4K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED94,00388,523+5,480+6%$3.1M$3.1M+$49.7K2026-10-16
Steele Capital Management, Inc.
DECREASED91,56195,505-3,944-4%$3.3M$3.0M-$274.6K2026-11-02
Embree Financial Group
DECREASED89,04595,558-6,513-7%$3.3M$3.0M-$360.3K2026-10-22
Lido Advisors, LLC
DECREASED88,740100,406-11,666-12%$3.5M$3.0M-$539.2K2026-11-04
ETF Store, Inc.
INCREASED87,38777,113+10,274+13%$2.7M$2.9M+$226.5K2026-10-19
Mission Wealth Management, LP
DECREASED87,067102,488-15,421-15%$3.6M$2.9M-$667.4K2026-10-15
Wilkins Miller Wealth Management, LLC
INCREASED84,10083,792+308+0%$2.9M$2.8M-$115.4K2026-10-13
Myecfo, LLC
INCREASED80,96076,290+4,670+6%$2.7M$2.7M+$41.1K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED80,93389,148-8,215-9%$3.1M$2.7M-$407.4K2026-10-13
Riversedge Advisors, LLC
INCREASED80,47380,108+365+0%$2.8M$2.7M-$108.0K2026-10-09
Fagan Associates, Inc.
DECREASED79,91880,634-716-1%$2.8M$2.7M-$144.8K2026-10-13
Chicago Partners Investment Group LLC
INCREASED78,95156,675+22,276+39%$1.9M$2.7M+$771.8K2026-10-27
Amicus Financial Advisors, LLC
DECREASED76,75679,828-3,072-4%$2.8M$2.6M-$222.1K2026-11-03
Valley Forge Investment Consultants Inc ADV
DECREASED76,48176,804-3230%$2.7M$2.5M-$126.0K2026-11-03
Apollon Wealth Management, LLC
INCREASED74,05559,996+14,059+23%$2.1M$2.5M+$378.3K2026-10-23
Apella Capital, LLC
DECREASED73,50584,360-10,855-13%$2.9M$2.5M-$427.8K2026-10-08
Matthew Goff Investment Advisor, LLC
DECREASED73,44475,481-2,037-3%$2.6M$2.4M-$181.1K2026-10-13
Asset One Wealth Management LLC
DECREASED71,48471,818-3340%$2.4M$2.4M-$55.6K2026-11-02
Cambridge Financial Group, LLC
UNCHANGED70,06570,06500%$2.4M$2.4M$02026-10-06
Monetary Solutions, Ltd
DECREASED67,48168,112-631-1%$2.4M$2.2M-$123.2K2026-10-22
Ridgewood Investments LLC
DECREASED67,33171,569-4,238-6%$2.5M$2.2M-$248.5K2026-10-05
Asset Dedication, LLC
INCREASED67,14667,076+70+0%$2.3M$2.2M-$98.3K2026-11-03
Principal Financial Group Inc
DECREASED66,66581,599-14,934-18%$2.8M$2.2M-$619.8K2026-11-02
Schaeffer Financial LLC
INCREASED66,48864,454+2,034+3%$2.2M$2.2M-$28.9K2026-10-23
Twin Cities Retirement Group LLC
DECREASED66,18366,506-3230%$2.3M$2.2M-$110.5K2026-10-16
BCS Wealth Management
DECREASED66,12566,329-2040%$2.3M$2.2M-$106.3K2026-11-03
Assetmark, Inc
DECREASED65,80365,891-880%$2.3M$2.2M-$101.8K2026-10-21
Weaver Capital Management LLC
DECREASED64,70469,878-5,174-7%$2.1M$2.2M+$24.0K2026-10-15
Bigelow Investment Advisors, LLC
INCREASED62,16861,824+344+1%$2.2M$2.1M-$81.3K2026-10-13
CGN Advisors LLC
INCREASED61,84261,195+647+1%$2.1M$2.1M-$70.2K2026-10-21
Lederer & Associates Investment Counsel
DECREASED60,00860,241-2330%$2.1K$2.0K-$982026-10-23
Avity Investment Management Inc.
UNCHANGED59,93159,93100%$2.1M$2.0M-$89.9K2026-10-09
Maia Wealth LLC
INCREASED59,67254,892+4,780+9%$1.9M$2.0M+$76.9K2026-10-19
Parallel Advisors, LLC
INCREASED59,54859,495+53+0%$2.1M$2.0M-$87.5K2026-11-03
Stewardship Advisors, LLC
DECREASED59,16668,357-9,191-13%$2.4M$2.0M-$408.7K2026-10-20
B&D White Capital Company, LLC
UNCHANGED58,99858,99800%$2.1M$2.0M-$88.5K2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED58,67959,923-1,244-2%$2.1M$2.0M-$131.3K2026-10-15
Retirement Planning Group, LLC
DECREASED58,41972,049-13,630-19%$2.5M$1.9M-$562.1K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED58,23656,631+1,605+3%$2.0M$1.9M-$31.5K2026-11-04
Bernardo Wealth Planning LLC
INCREASED57,79628,870+28,926+100%$1.0M$1.9M+$920.2K2026-10-23
Indivisible Partners
INCREASED57,20430,700+26,504+86%$1.1M$1.9M+$836.8K2026-10-26
William Mack & Associates, Inc.
INCREASED57,03455,360+1,674+3%$1.9M$1.9M-$27.3K2026-10-27
Copper Harbor Investment Advisors, LLC
DECREASED56,12858,254-2,126-4%$2.0M$1.9M-$158.2K2026-10-16
Duncker Streett & Co Inc
DECREASED55,82559,583-3,758-6%$2.1M$1.9M-$214.5K2026-10-27
Wealthcare Advisory Partners LLC
INCREASED55,56640,380+15,186+38%$1.4M$1.9M+$445.3K2026-10-21
Emerald Advisors, LLC
DECREASED55,15457,289-2,135-4%$2.0M$1.8M-$157.1K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED55,12457,179-2,055-4%$2.0M$1.8M-$154.2K2026-11-04
Grandview Asset Management LLC
DECREASED54,96158,514-3,553-6%$2.0M$1.8M-$206.1K2026-10-19
K2 Financial Inc.
INCREASED54,69753,959+738+1%$1.9M$1.9M-$7792026-10-26
United Advisor Group, LLC
DECREASED54,45656,439-1,983-4%$2.0M$1.8M-$150.7K2026-11-03
Modera Wealth Management, LLC
DECREASED54,29486,666-32,372-37%$3.0M$1.8M-$1.2M2026-10-28
Whitener Capital Management, Inc.
INCREASED54,28351,167+3,116+6%$1.8M$1.8M+$27.0K2026-10-15
Sima Wealth Partners, LLC
DECREASED54,17754,238-610%$1.9M$1.8M-$83.4K2026-10-19
Root Financial Partners, LLC
NEW53,932—+53,932——$1.8M—2026-10-21
Clear Retirement Advice LLC
DECREASED53,26557,373-4,108-7%$2.0M$1.8M-$222.9K2026-10-22
Altfest L J & Co Inc
INCREASED52,23845,774+6,464+14%$1.6M$1.7M+$146.7K2026-10-27
GW Henssler & Associates LTD
DECREASED52,22953,792-1,563-3%$1.9M$1.7M-$132.7K2026-10-26
Larson Financial Group LLC
INCREASED50,90741,021+9,886+24%$1.4M$1.7M+$267.8K2026-11-05
Blossom Wealth Management
INCREASED50,44250,093+349+1%$1.7M$1.7M-$63.5K2026-11-03
Long Island Wealth Management, Inc.
INCREASED48,62548,606+19+0%$1.7M$1.6M-$72.3K2026-10-20
Csenge Advisory Group
DECREASED48,53550,120-1,585-3%$1.7M$1.6M-$128.0K2026-11-04
Aspiriant, LLC
DECREASED48,12154,632-6,511-12%$1.9M$1.6M-$298.9K2026-10-16
Sovran Advisors, LLC
DECREASED47,58448,055-471-1%$1.6M$1.7M+$16.2K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED46,74046,200+540+1%$1.6M$1.6M-$51.3K2026-10-08
R2 Capital Strategies, LLC
INCREASED46,65040,447+6,203+15%$1.4M$1.6M+$146.0K2026-10-15
Wedmont Private Capital
INCREASED46,32237,822+8,500+22%$1.3M$1.6M+$265.5K2026-10-09
DDD Partners, LLC
DECREASED46,30448,875-2,571-5%$1.7M$1.5M-$158.9K2026-11-02
Ritholtz Wealth Management
DECREASED45,96853,677-7,709-14%$1.9M$1.5M-$337.3K2026-11-05
Valeo Financial Advisors, LLC
DECREASED45,61745,756-1390%$1.6M$1.5M-$73.3K2026-10-08
Blue Capital, Inc.
NEW45,600—+45,600——$1.5M—2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED45,48446,468-984-2%$1.6M$1.5M-$102.5K2026-10-27
Bank of New York Mellon Corp
INCREASED45,28238,046+7,236+19%$1.3M$1.5M+$184.0K2026-11-05
Seed Wealth Management, Inc.
UNCHANGED44,93044,93000%$1.6M$1.5M-$67.4K2026-10-20
Kelly Financial Group LLC
DECREASED43,92844,284-356-1%$1.5M$1.5M-$78.3K2026-10-16
Creekside Partners
INCREASED43,60343,596+7+0%$1.5M$1.5M-$65.2K2026-11-04
Summit Investment Advisors, Inc.\KS
DECREASED43,50248,159-4,657-10%$1.7M$1.4M-$227.3K2026-11-05
RMG Wealth Management LLC
INCREASED43,47541,508+1,967+5%$1.5M$1.5M+$37.0K2026-10-26
Ballast Financial Advisors LLC
DECREASED43,45447,753-4,299-9%$1.7M$1.4M-$214.8K2026-10-26
Vanguard Capital Wealth Advisors
INCREASED43,41543,225+190+0%$1.5M$1.4M-$58.5K2026-10-16
True North Advisors, LLC
INCREASED43,04243,036+6+0%$1.5M$1.4M-$64.4K2026-10-22
Sightline Wealth Advisors, LLC
DECREASED42,487329,224-286,737-87%$11.5M$1.4M-$10.0M2026-10-21
Eagle Harbor Asset Management Inc
INCREASED42,47442,428+46+0%$1.5M$1.4M-$62.1K2026-10-21
Thayer Financial, L.L.C.
INCREASED42,07441,552+522+1%$1.4M$1.4M-$42.0K2026-10-21
Santori & Peters, Inc.
INCREASED41,86641,835+31+0%$1.5M$1.4M-$61.7K2026-10-26
Inman Jager Wealth Management, LLC
DECREASED41,79542,513-718-2%$1.5M$1.4M-$87.7K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED41,47241,722-250-1%$1.5M$1.4M-$65.3K2026-10-30
Visionary Horizons, LLC
INCREASED40,11338,166+1,947+5%$1.3M$1.3M+$7.6K2026-10-22
First County Bank
DECREASED39,17240,354-1,182-3%$1.4M$1.3M-$99.9K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED38,90337,579+1,324+4%$1.3M$1.3M-$12.2K2026-11-03
Koshinski Asset Management, Inc.
DECREASED38,70739,317-610-2%$1.4M$1.3M-$79.3K2026-10-29
John Boyer, Inc.
INCREASED38,03637,875+161+0%$1.3M$1.3M-$51.5K2026-10-27
Kestra Private Wealth Services, LLC
INCREASED37,43436,805+629+2%$1.3M$1.2M-$34.2K2026-10-30
Creative Financial Designs Inc
DECREASED37,30837,781-473-1%$1.3M$1.2M-$72.4K2026-11-04
Lodestar Private Asset Management LLC
DECREASED36,38536,827-442-1%$1.3M$1.2M-$70.0K2026-10-26
Gradient Capital Advisors, LLC
DECREASED36,13737,645-1,508-4%$1.3M$1.2M-$106.7K2026-10-21
Hoey Investments, Inc
DECREASED35,91535,920-50%$1.3M$1.2M-$54.1K2026-10-29
Diversify Advisory Services, LLC
DECREASED35,49437,729-2,235-6%$1.3M$1.2M-$80.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED35,49437,729-2,235-6%$1.3M$1.2M-$80.1K2026-10-20
LexAurum Advisors, LLC
DECREASED35,18538,767-3,582-9%$1.3M$1.2M-$177.5K2026-10-19
Old National Bancorp
UNCHANGED35,15335,15300%$1.2M$1.2M-$52.7K2026-10-20
Tactive Advisors, LLC
DECREASED34,33739,463-5,126-13%$1.4M$1.1M-$229.9K2026-10-08
Bond & Devick Financial Network, Inc.
UNCHANGED34,08034,08000%$1.2M$1.1M-$51.1K2026-10-23
Quadrant Private Wealth Management, LLC
NEW33,881—+33,881——$1.1M—2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED33,73034,440-710-2%$1.2M$1.1M-$75.3K2026-10-15
ARK & TLK Investments, LLC
UNCHANGED32,55932,55900%$1.1M$1.1M-$48.8K2026-10-20
Hidden Cove Wealth Management, LLC
DECREASED32,36332,377-140%$1.1M$1.1M-$49.0K2026-10-19
Park Avenue Securities LLC
DECREASED31,97232,138-166-1%$1.1M$1.1K-$1.1M2026-10-26
D.A. Davidson & Co.
UNCHANGED31,93531,93500%$1.1M$1.1M-$47.9K2026-10-28
Bfsg, LLC
DECREASED31,92432,280-356-1%$1.1M$1.1M-$60.3K2026-10-30
StoneX Group Inc.
INCREASED31,78629,474+2,312+8%$1.0M$1.1M+$32.8K2026-11-03
Signaturefd, LLC
INCREASED31,57931,566+13+0%$1.1M$1.1M-$46.9K2026-10-23
Beaumont Financial Advisors, LLC
INCREASED31,30431,303+10%$1.1M$1.0M-$46.9K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED30,53230,709-177-1%$1.1M$1.0M-$52.0K2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED30,46329,211+1,252+4%$1.0M$1.0M-$2.1K2026-10-05
Atlas Wealth Partners, LLC
INCREASED30,19529,175+1,020+4%$1.0M$1.0M-$9.8K2026-11-03
Ignite Planners, LLC
INCREASED29,92129,812+109+0%$1.0M$996.7K-$41.1K2026-10-14
Adelphi Trust Co
INCREASED29,63927,169+2,470+9%$945.8K$987.3K+$41.5K2026-10-05
Verum Partners LLC
DECREASED29,50632,900-3,394-10%$1.1M$982.8K-$162.4K2026-10-21
Kelleher Financial Advisors
NEW29,220—+29,220——$973.3K—2026-10-30
Greenleaf Trust
DECREASED29,16629,531-365-1%$1.0M$971.5K-$56.5K2026-10-29
HUB Investment Partners, LLC
UNCHANGED28,95928,95900%$1.0M$964.6K-$43.4K2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED28,77758,638-29,861-51%$2.0M$958.6K-$1.1M2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED28,14428,126+18+0%$896.1K$935-$895.1K2026-11-04
Facet Wealth, Inc.
INCREASED27,66322,444+5,219+23%$781.3K$921.5K+$140.2K2026-11-04
Kathmere Capital Management, LLC
DECREASED27,65628,086-430-2%$977.7K$921.2K-$56.5K2026-10-20
Biltmore Family Office, LLC
UNCHANGED27,54627,54600%$958.9K$917.6K-$41.3K2026-11-03
Axxcess Wealth Management, LLC
INCREASED26,93014,147+12,783+90%$492.5K$897.1K+$404.6K2026-10-21
Piedmont Capital Management, LLC
UNCHANGED26,55026,55000%$924.2K$884.4K-$39.8K2026-10-21
Well Done, LLC
UNCHANGED26,26526,26500%$914.3K$874.9K-$39.4K2026-10-20
WPG Advisers, LLC
DECREASED25,85626,675-819-3%$928.6K$861.3K-$67.3K2026-10-27
Greenwood Gearhart LLC
INCREASED25,73124,790+941+4%$862.9K$857.1K-$5.8K2026-11-02
WBH Advisory Inc
DECREASED25,65831,934-6,276-20%$1.1M$854.7K-$257.0K2026-11-05
Ironwood Financial, llc
DECREASED25,56826,320-752-3%$900.7K$851.7K-$49.0K2026-10-20
Grey Ledge Advisors, LLC
INCREASED25,55824,302+1,256+5%$846.0K$851.3K+$5.4K2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED25,26129,725-4,464-15%$1.0M$841.5K-$193.3K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED25,18925,166+23+0%$876.0K$839.0K-$37.0K2026-11-02
Simon Quick Advisors, LLC
INCREASED25,05624,935+121+0%$868.0K$834.6K-$33.4K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED25,02424,481+543+2%$852.2K$833.5K-$18.7K2026-10-15
Central Trust Co
UNCHANGED24,99524,99500%$870.1K$832.6K-$37.5K2026-11-05
AdvisorNet Financial, Inc
DECREASED24,97526,586-1,611-6%$925.5K$847.2K-$78.3K2026-10-15
Robinson Smith Wealth Advisors LLC
UNCHANGED24,95024,95000%$868.5K$831.1K-$37.4K2026-10-22
Everett Harris & Co
DECREASED24,94427,394-2,450-9%$953.6K$830.9K-$122.7K2026-10-28
Daymark Wealth Partners, LLC
INCREASED24,89314,200+10,693+75%$494.3K$829.2K+$334.9K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED24,72624,590+136+1%$856.0K$823.6K-$32.3K2026-10-13
Mayfair Advisory Group, LLC
INCREASED24,62624,507+119+0%$839.1K$820.3K-$18.8K2026-10-20
IFP Advisors, Inc
DECREASED24,61527,717-3,102-11%$964.8K$819.9K-$144.9K2026-10-16
Independent Wealth Network Inc.
DECREASED24,51826,718-2,200-8%$930.1K$816.7K-$113.4K2026-10-19
Towercrest Capital Management
UNCHANGED24,21024,21000%$842.8K$806.4K-$36.3K2026-10-23
Alliance Wealth Management Group
UNCHANGED24,21024,21000%$842.8K$806.4K-$36.3K2026-10-29
FF Advisors,LLC
UNCHANGED24,16824,16800%$841.3K$805.0K-$36.3K2026-10-21
Lantz Financial LLC
UNCHANGED23,97123,97100%$834.4K$798.5K-$36.0K2026-10-15
MidAtlantic Capital Management, Inc.
DECREASED23,62123,994-373-2%$835.2K$786.8K-$48.4K2026-11-05
Sculati Wealth Management, LLC
UNCHANGED23,03523,03500%$778.8K$784.1K+$5.3K2026-10-19
Pinion Investment Advisors, LLC
DECREASED22,81423,344-530-2%$812.6K$759.9K-$52.7K2026-11-04
Aire Advisors, LLC
DECREASED22,54322,570-270%$785.7K$750.9K-$34.8K2026-10-22
Fifth Third Bancorp
DECREASED22,42122,507-860%$783.5K$746.8K-$36.6K2026-11-05
Marquette Asset Management, LLC
UNCHANGED22,24622,24600%$774.4K$741.0K-$33.4K2026-10-09
Milestone Investment Advisors LLC
UNCHANGED22,08422,08400%$768.7K$735.6K-$33.1K2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED22,03122,028+3+0%$766.8K$733.9K-$32.9K2026-10-16
Blue Trust, Inc.
DECREASED21,76722,003-236-1%$765.9K$725.0K-$40.9K2026-10-15
Womack Financial LLC
DECREASED21,68622,098-412-2%$769.2K$722.4K-$46.9K2026-10-14
Bullock Wealth Management Group
INCREASED21,65321,652+10%$745.3K$722.8K-$22.5K2026-10-09
Marks Group Wealth Management, Inc
UNCHANGED21,55821,55800%$750.4K$718.1K-$32.3K2026-11-05
Ring Mountain Capital, LLC
DECREASED21,29521,340-450%$742.8K$709.3K-$33.5K2026-10-13
Rockwood Wealth Management, LLC
UNCHANGED21,27521,27500%$740.6K$708.7K-$31.9K2026-10-27
Uptown Financial Advisors LLC
INCREASED20,49220,352+140+1%$708.5K$682.6K-$25.9K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED20,28020,274+6+0%$685.5K$675.5K-$9.9K2026-11-02
Brighton Jones LLC
INCREASED20,26020,193+67+0%$702.9K$674.9K-$28.1K2026-11-03
HMV Wealth Advisors, LLC
UNCHANGED19,99219,99200%$695.9K$665.9K-$30.0K2026-10-27
Center for Financial Planning, Inc.
UNCHANGED19,87919,87900%$692.0K$662.2K-$29.8K2026-10-26
Summit Wealth Group LLC / Co
DECREASED19,72321,625-1,902-9%$752.8K$657.0K-$95.8K2026-10-29
LWM Advisors Inc
INCREASED19,45411,529+7,925+69%$401.3K$648.0K+$246.7K2026-10-08
Market Street Wealth Management Advisors LLC
DECREASED19,39325,610-6,217-24%$891.5K$646.0K-$245.5K2026-10-09
Obermeyer Wealth Partners
INCREASED19,35019,349+1+0%$673.5K$644.5K-$29.0K2026-10-21
SkyOak Wealth, LLC
UNCHANGED18,74418,74400%$652.5K$624.4K-$28.1K2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED18,52917,756+773+4%$618.1K$617.2K-$8862026-10-29
Fonville Wealth Management LLC
DECREASED18,52318,581-580%$646.8K$617.0K-$29.8K2026-10-28
International Assets Investment Management, LLC
INCREASED18,28518,227+58+0%$627.4K$610.4K-$17.0K2026-11-02
Carret Asset Management, LLC
UNCHANGED18,28318,28300%$636.4K$609.0K-$27.4K2026-11-04
M Holdings Securities, Inc.
NEW18,251—+18,251——$633—2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED18,21018,21000%$633.9K$606.6K-$27.3K2026-10-23
Radnor Capital Management, LLC
UNCHANGED18,21018,21000%$633.9K$606.6K-$27.3K2026-10-23
Ejmk Ventures LLC
NEW17,989—+17,989——$599.2K—2026-10-21
LongView Wealth Management
INCREASED17,93617,881+55+0%$622.4K$597.4K-$25.0K2026-10-19
Kellett Wealth Advisors, LLC
NEW17,907—+17,907——$596.5K—2026-10-15
Stackstone Wealth, LLC
NEW17,850—+17,850——$594.6K—2026-10-19
Goldstein Advisors, LLC
INCREASED17,78917,788+1+0%$619.2K$592.6K-$26.6K2026-10-15
Citigroup Inc
INCREASED17,46814,637+2,831+19%$509.5K$581.9K+$72.3K2026-11-04
Cooper S Advisors, LLC
INCREASED17,11314,030+3,083+22%$488.4K$570.0K+$81.6K2026-11-03
XY Planning Network, Inc.
NEW16,991—+16,991——$566.0K—2026-10-14
Cascade Investment Advisors, Inc.
INCREASED16,93016,190+740+5%$563.6K$563.9K+$3642026-11-02
Livet Wealth, LLC
DECREASED16,92118,646-1,725-9%$649.1K$563.6K-$85.4K2026-10-27
Fulton Bank, N.A.
DECREASED16,77916,931-152-1%$589.4K$558.9K-$30.5K2026-10-14
Burkett Financial Services, LLC
DECREASED16,65118,368-1,717-9%$639.4K$554.6K-$84.8K2026-10-01
Quartz Partners, LLC
NEW16,248—+16,248——$541.2K—2026-11-03
Brickley Wealth Management
INCREASED16,17715,723+454+3%$547.3K$538.9K-$8.5K2026-11-04
Smith Salley Wealth Management
UNCHANGED16,04216,04200%$558.4K$534.4K-$24.1K2026-11-03
WMG Financial Advisors, LLC
UNCHANGED15,98515,98500%$556.4K$556.4K$02026-10-28
TruNorth Capital Management, LLC
UNCHANGED15,88515,88500%$553.0K$529.1K-$23.8K2026-10-14
Elevation Point Wealth Partners, LLC
UNCHANGED15,82615,82600%$550.9K$527.2K-$23.7K2026-11-05
Blueprint Investment Partners LLC
UNCHANGED15,78815,78800%$549.6K$525.9K-$23.7K2026-10-28
Soltis Investment Advisors LLC
INCREASED15,73415,610+124+1%$543.4K$524.1K-$19.3K2026-10-28
Wealth Preservation Advisors, LLC
DECREASED15,62615,920-294-2%$554.2K$520.5K-$33.7K2026-11-05
Trust Point Inc.
INCREASED15,56612,686+2,880+23%$441.6K$518.5K+$76.9K2026-10-27
Lynx Investment Advisory
DECREASED15,45616,342-886-5%$568.9K$514.8K-$54.0K2026-10-27
Blueprint Financial Advisors LLC
UNCHANGED15,06815,06800%$524.5K$501.9K-$22.6K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED15,04015,04000%$523.5K$501.0K-$22.6K2026-10-21
Vaughan David Investments LLC
UNCHANGED14,54914,54900%$506.0K$485-$505.5K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED14,50013,000+1,500+12%$453.0K$483-$452.5K2026-11-02
Cutler Investment Counsel LLC
DECREASED14,42914,805-376-3%$515.4K$480.6K-$34.7K2026-10-28
Schwallier Wealth Management LLC
INCREASED14,35114,293+58+0%$497.5K$478.0K-$19.5K2026-11-05
Oarsman Capital, Inc.
DECREASED14,15114,328-177-1%$498.7K$471.4K-$27.4K2026-11-05
Diversified Investment Strategies, LLC
DECREASED13,90314,198-295-2%$494.2K$463.1K-$31.1K2026-10-28
Traveka Wealth, LLC
DECREASED13,77913,805-260%$480.6K$459.0K-$21.6K2026-10-19
Fortune Financial Group, Inc.
DECREASED13,77415,271-1,497-10%$531.6K$458.8K-$72.8K2026-10-22
Sachem Hill LLC
DECREASED13,65213,736-84-1%$478.1K$454.7K-$23.4K2026-10-14
Associated Banc-Corp
UNCHANGED13,44613,44600%$468.1K$447.9K-$20.2K2026-10-30
SeaBridge Investment Advisors LLC
INCREASED13,39511,040+2,355+21%$384.3K$446.2K+$61.9K2026-11-02
Collective Family Office LLC
INCREASED13,28313,137+146+1%$457.3K$442.5K-$14.8K2026-10-05
Meredith Wealth Planning
UNCHANGED13,22413,22400%$460.3K$440.5K-$19.8K2026-10-14
Verdence Capital Advisors LLC
INCREASED12,89812,731+167+1%$443.2K$429.6K-$13.5K2026-10-26
Cambridge Advisors Inc.
INCREASED12,86812,401+467+4%$431.7K$428.6K-$3.0K2026-10-19
G2 Capital Management, LLC / OH
UNCHANGED12,81612,81600%$446.1K$426.9K-$19.2K2026-10-23
Sigma Planning Corp
DECREASED12,73028,964-16,234-56%$1.0M$408.0K-$600.3K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED12,71813,258-540-4%$461.5K$423.6K-$37.9K2026-10-15
Atria Investments, Inc
DECREASED12,63212,975-343-3%$451.6K$420.8K-$30.9K2026-10-15
Stone Summit Wealth LLC
UNCHANGED12,59012,59000%$438.3K$419.4K-$18.9K2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED12,45012,45000%$433.4K$414.7K-$18.7K2026-10-30
Mengis Capital Management, Inc.
INCREASED12,44412,437+7+0%$433.0K$414.5K-$18.5K2026-10-13
Allied Investment Advisors, LLC
UNCHANGED12,43912,43900%$433.0K$414.3K-$18.7K2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED12,36512,36500%$430.4K$411.9K-$18.5K2026-11-04
Hurley Capital, LLC
INCREASED12,28212,264+18+0%$426.9K$409.1K-$17.8K2026-11-05
Elm3 Financial Group, LLC
INCREASED12,27412,069+205+2%$420.1K$408.9K-$11.3K2026-10-07
Aurora Private Wealth, Inc.
INCREASED12,25311,665+588+5%$406.0K$408-$405.6K2026-10-20
Abacus Planning Group, Inc.
INCREASED12,20712,202+5+0%$424.8K$406.6K-$18.1K2026-11-02
Chapman Financial Group, LLC
UNCHANGED12,15612,15600%$423.2K$404.9K-$18.2K2026-10-26
Chesley Taft & Associates LLC
UNCHANGED12,13012,13000%$422.2K$404.1K-$18.2K2026-10-13
Quarry Hill Advisors, LLC
UNCHANGED12,12012,12000%$421.9K$403.7K-$18.2K2026-11-04
Chapin Davis, Inc.
UNCHANGED12,11012,11000%$421.5K$403.4K-$18.2K2026-10-09
Florida Trust Wealth Management Co
UNCHANGED12,02412,02400%$418.6K$400.5K-$18.0K2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED11,94415,114-3,170-21%$526.1K$397.9K-$128.3K2026-11-02
Certior Financial Group, LLC
DECREASED11,90212,607-705-6%$438.9K$396.5K-$42.4K2026-10-19
Global Wealth Strategies & Associates
DECREASED11,82911,961-132-1%$416.4K$394.0K-$22.3K2026-10-02
Tenret Co LLC
NEW11,717—+11,717——$390.3K—2026-11-02
Austin Asset Management Co Inc
UNCHANGED11,43911,43900%$398.2K$381.0K-$17.2K2026-10-29
Crescent Sterling, Ltd.
INCREASED11,2969,511+1,785+19%$331.1K$376.3K+$45.2K2026-10-16
Mirador Capital Partners LP
DECREASED11,18011,192-120%$389.6K$372.4K-$17.2K2026-10-09
Milestone Asset Management Group, LLC
INCREASED11,09810,648+450+4%$370.7K$369.7K-$9812026-10-20
G&S Capital LLC
INCREASED10,96910,953+16+0%$381.3K$365.4K-$15.9K2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED10,88210,846+36+0%$377.5K$362.5K-$15.1K2026-10-16
PUREfi Wealth, LLC
DECREASED10,87711,095-218-2%$386.2K$362.3K-$23.9K2026-10-19
Claro Advisors Inc.
INCREASED10,8077,026+3,781+54%$244.6K$360.0K+$115.4K2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED10,80410,80400%$376.1K$359.9K-$16.2K2026-10-29
DecisionMap Wealth Management, LLC
UNCHANGED10,73210,73200%$373.6K$357.5K-$16.1K2026-10-29
Capital Investment Advisors, LLC
INCREASED10,48010,466+14+0%$364.3K$349.1K-$15.2K2026-10-22
JFS Wealth Advisors, LLC
INCREASED10,30910,208+101+1%$355.3K$343.4K-$11.9K2026-11-03
Hardin Capital Partners, LLC
DECREASED10,21410,276-62-1%$359.0K$340.2K-$18.7K2026-10-09
Guardian Asset Advisors, LLC
INCREASED10,20110,159+42+0%$353.7K$339.8K-$13.8K2026-10-16
Code Waechter LLC
UNCHANGED10,16610,16600%$353.9K$338.6K-$15.2K2026-10-23
LifeSteps Financial, Inc.
DECREASED10,14411,080-936-8%$385.7K$337.9K-$47.8K2026-10-15
Shearwater Capital LLC
DECREASED9,8579,992-135-1%$347.8K$328.3K-$19.5K2026-10-13
Bensler, LLC
INCREASED9,8159,806+9+0%$341.3K$326.9K-$14.4K2026-11-05
Demars Financial Group, LLC
NEW9,792—+9,792——$326.2K—2026-10-22
Evanson Financial, LLC
INCREASED9,7729,771+1+0%$340.1K$325.5K-$14.6K2026-10-23
Forza Wealth Management, LLC
UNCHANGED9,7689,76800%$340.0K$325.4K-$14.7K2026-10-20
Waterfront Wealth Inc.
DECREASED9,7319,846-115-1%$338.6K$333.9K-$4.7K2026-11-03
Acorn Financial Advisory Services Inc
INCREASED9,7097,959+1,750+22%$277.0K$323.4K+$46.4K2026-11-02
Acropolis Investment Management, LLC
UNCHANGED9,6849,68400%$337.1K$322.6K-$14.5K2026-10-08
Bluedoor Private Wealth, LLC
DECREASED9,36210,859-1,497-14%$378.0K$311.8K-$66.2K2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED9,30814,269-4,961-35%$496.7K$310.1K-$186.6K2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED9,2909,286+4+0%$323.2K$309.4K-$13.8K2026-10-23
Forum Financial Management, LP
INCREASED9,1869,185+1+0%$319.7K$306.0K-$13.7K2026-10-16
Klingman & Associates, LLC
UNCHANGED9,0459,04500%$314.9K$301.3K-$13.6K2026-10-20
ZWJ Investment Counsel Inc
UNCHANGED9,0149,01400%$313.8K$300.2K-$13.5K2026-10-15
Clark Wealth Partners
UNCHANGED8,9608,96000%$311.9K$298.5K-$13.4K2026-10-19
TCI Wealth Advisors, Inc.
UNCHANGED8,8688,86800%$308.7K$295.4K-$13.3K2026-10-30
Millennium Capital Advisors, LLC
INCREASED8,8528,851+1+0%$308.1K$294.9K-$13.3K2026-10-16
TrustWell Financial Advisors, LLC
DECREASED8,7459,225-480-5%$321.1K$291.3K-$29.8K2026-10-15
Aspen Investment Management Inc
INCREASED8,6678,659+8+0%$301$289-$122026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED8,6007,327+1,273+17%$255.1K$286.5K+$31.4K2026-10-27
Nations Financial Group Inc,
DECREASED8,5118,961-450-5%$311.9K$283.5K-$28.4K2026-11-05
Tcfg Investment Advisors, LLC
UNCHANGED8,5088,50800%$296.2K$283.4K-$12.8K2026-10-20
Matisse Capital
UNCHANGED8,5038,50300%$296.0K$283.2K-$12.8K2026-10-29
Focused Wealth Management, Inc
INCREASED8,4608,419+41+0%$293.1K$281.8K-$11.3K2026-10-30
Hengehold Capital Management LLC
INCREASED8,3868,348+38+0%$290.6K$279.3K-$11.3K2026-10-16
Harbor Asset Planning, Inc.
INCREASED8,3798,338+41+0%$290.3K$279.1K-$11.2K2026-10-23
Chicago Capital, LLC
NEW8,294—+8,294——$276.3K—2026-10-13
Integrity Advisory Solutions, LLC
DECREASED8,2838,595-312-4%$299.2K$275.9K-$23.3K2026-10-29
Penobscot Wealth Management
INCREASED8,2798,247+32+0%$287.1K$275.8K-$11.3K2026-10-21
Brian LOW Financial Group, LLC
DECREASED8,2188,219-10%$286.1K$273.8K-$12.3K2026-10-28
Essex LLC
INCREASED8,1828,179+3+0%$284.7K$272.5K-$12.2K2026-10-14
Aprio Wealth Management, LLC
INCREASED8,1378,127+10+0%$282.9K$271.0K-$11.9K2026-10-28
Clark Asset Management, LLC
DECREASED8,1188,617-499-6%$300.0K$270.4K-$29.5K2026-10-19
Advocate Group LLC
UNCHANGED8,1008,10000%$282.0K$269.8K-$12.2K2026-10-19
Signature Equity Partners, LLC
INCREASED8,0987,273+825+11%$253.2K$269.7K+$16.6K2026-10-29
Hill Island Financial LLC
UNCHANGED8,0968,09600%$281.8K$269.7K-$12.1K2026-10-20
RBA Wealth Management, LLC
DECREASED8,0178,140-123-2%$283.4K$267.0K-$16.3K2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED8,0088,00800%$278.8K$266.7K-$12.0K2026-10-27
Legacy Solutions, LLC
DECREASED8,0048,008-40%$278.8K$266.6K-$12.2K2026-10-07
Acorn Wealth Advisors, LLC
INCREASED8,0007,966+34+0%$277.3K$266.5K-$10.8K2026-10-19
GS Investments, Inc.
DECREASED7,9888,057-69-1%$280.5K$266.1K-$14.4K2026-11-05
Moneco Advisors, LLC
DECREASED7,9778,128-151-2%$282.9K$265.7K-$17.2K2026-11-05
Revolve Wealth Partners, LLC
DECREASED7,9488,701-753-9%$302.9K$264.7K-$38.1K2026-10-23
CWA Asset Management Group, LLC
DECREASED7,94110,511-2,570-24%$365.9K$264.5K-$101.4K2026-10-19
Davenport & Co LLC
INCREASED7,9417,861+80+1%$273.6K$264.5K-$9.1K2026-10-14
AlphaCore Capital LLC
INCREASED7,8677,725+142+2%$268.9K$262.0K-$6.9K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED7,8367,83600%$272.8K$261.0K-$11.8K2026-10-27
Oppenheimer Asset Management Inc.
UNCHANGED7,8257,82500%$272.4K$260.7K-$11.7K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED7,8157,434+381+5%$258.8K$260.3K+$1.5K2026-10-13
Apollon Financial, LLC
NEW7,788—+7,788——$259.4K—2026-10-23
Mesirow Financial Investment Management, Inc.
UNCHANGED7,7587,75800%$270.1K$258.4K-$11.6K2026-11-05
Perryman Financial Advisory Inc
INCREASED7,7436,936+807+12%$241.4K$257.9K+$16.5K2026-10-16
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED7,6887,68800%$267.6K$256.1K-$11.5K2026-10-22
William Howard & Co Financial Advisors Inc
INCREASED7,6677,630+37+0%$265.6K$255.4K-$10.2K2026-11-04
Landaas & Co
UNCHANGED7,6007,60000%$264.6K$253.2K-$11.4K2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED7,4955,769+1,726+30%$200.8K$249.7K+$48.8K2026-10-22
Northwest Wealth Management, LLC
DECREASED7,4147,459-45-1%$259.6K$247.0K-$12.7K2026-10-30
Wedgewood Investors Inc
UNCHANGED7,3897,38900%$257.2K$246.1K-$11.1K2026-10-28
Citizens Financial Group Inc
NEW7,341—+7,341——$244.5K—2026-10-23
Sunrise Financial Services, LLC
UNCHANGED7,3277,32700%$255.1K$244.1K-$11.0K2026-10-21
Keudell ison Wealth Management
UNCHANGED7,3007,30000%$254.1K$243.2K-$11.0K2026-10-16
Gamma Investing LLC
UNCHANGED7,2237,22300%$251.4K$240.6K-$10.8K2026-10-08
Mainsail Financial Group, LLC
UNCHANGED7,2107,21000%$251.0K$240.2K-$10.8K2026-10-23
Atticus Wealth Management, LLC
INCREASED7,1336,102+1,031+17%$212.4K$237.6K+$25.2K2026-10-20
Bell Investment Advisors, Inc
UNCHANGED7,0967,09600%$247.0K$236.4K-$10.6K2026-10-29
Core Wealth Advisors, LLC
UNCHANGED7,0907,09000%$246.8K$236.2K-$10.6K2026-11-05
Badgley Phelps Wealth Managers, LLC
NEW7,057—+7,057——$235.1K—2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED7,0077,006+1+0%$243.9K$233.4K-$10.5K2026-10-14
Simplicity Wealth,LLC
NEW6,956—+6,956——$231.7K—2026-10-23
Clear Creek Financial Management, LLC
INCREASED6,9516,183+768+12%$215.2K$231.5K+$16.3K2026-10-28
Joel Isaacson & Co., LLC
INCREASED6,9146,889+25+0%$239.8K$230.3K-$9.5K2026-11-05
Praetorian Wealth Management, Inc.
DECREASED6,9006,901-10%$240.2K$229.8K-$10.4K2026-10-16
Hamilton Capital, LLC
UNCHANGED6,8856,88500%$239.7K$229.3K-$10.3K2026-10-08
GoalVest Advisory LLC
UNCHANGED6,8736,87300%$239.2K$228.9K-$10.3K2026-10-02
Madden Securities Corp
NEW6,870—+6,870——$228.8K—2026-10-27
KW Wealth Management LLC
NEW6,819—+6,819——$227.1K—2026-10-28
Wealth Management Nebraska
UNCHANGED6,7986,79800%$236.6K$226.4K-$10.2K2026-10-26
Salem Investment Counselors Inc
UNCHANGED6,7656,76500%$235.5K$225.4K-$10.1K2026-10-13
Patrick M Sweeney & Associates, Inc
UNCHANGED6,7496,74900%$234.9K$224.8K-$10.1K2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED6,7386,73800%$234.6K$224.4K-$10.1K2026-10-27
PFG Advisors
INCREASED6,6966,503+193+3%$226.4K$223.1K-$3.3K2026-10-16
Planned Solutions, Inc.
UNCHANGED6,6966,69600%$233.1K$223.0K-$10.0K2026-10-19
Appleton Partners Inc
DECREASED6,6626,727-65-1%$234.0K$222-$233.8K2026-10-30
Columbia Advisory Partners LLC
DECREASED6,6527,366-714-10%$256.4K$221.6K-$34.8K2026-10-15
Saxon Interests, Inc.
UNCHANGED6,5526,55200%$228.1K$218.2K-$9.8K2026-10-26
Valley National Advisers Inc
INCREASED6,4186,160+258+4%$214.4K$213.8K-$6362026-10-23
Chilton Capital Management LLC
UNCHANGED6,3996,39900%$222.8K$213.2K-$9.6K2026-10-28
Carolina Wealth Management Inc
DECREASED6,3857,360-975-13%$256.2K$212.7K-$43.5K2026-10-29
Blueline Advisors LLC
INCREASED6,3656,338+27+0%$220.6K$212.0K-$8.6K2026-10-15
Legacy Bridge, LLC
UNCHANGED6,3416,34100%$220.7K$211.2K-$9.5K2026-10-28
Colton Groome Financial Advisors, LLC
DECREASED6,3166,546-230-4%$227.9K$210.4K-$17.5K2026-10-06
West Paces Advisors Inc.
UNCHANGED6,3006,30000%$219.3K$209.9K-$9.5K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED6,3006,30000%$219.3K$209.9K-$9.5K2026-10-21
Winebrenner Capital Management LLC
UNCHANGED6,2766,27600%$218.5K$209.1K-$9.4K2026-10-07
Leading Edge Financial Planning LLC
DECREASED6,2737,060-787-11%$245.7K$208.9K-$36.8K2026-10-23
25 LLC
DECREASED6,2527,490-1,238-17%$260.7K$208.3K-$52.5K2026-10-13
Marotta Asset Management
DECREASED6,2456,302-57-1%$216.9K$208.0K-$8.9K2026-10-02
Spire Wealth Management
INCREASED6,2216,219+2+0%$216.5K$207.2K-$9.2K2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED6,2016,20100%$215.9K$206.6K-$9.3K2026-10-14
Accredited Investor Services, LLC
DECREASED6,0256,152-127-2%$214.2K$200.7K-$13.5K2026-10-22
Prospera Financial Services Inc
DECREASED5,9266,690-764-11%$232.9K$205.3K-$27.7K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED5,3705,37000%$186.9K$178.9K-$8.1K2026-11-02
CoreCap Advisors, LLC
DECREASED5,3035,674-371-7%$197.5K$176.7K-$20.8K2026-10-08
Arcadia Investment Advisors LLC
UNCHANGED5,2895,28900%$184.1K$176.2K-$7.9K2026-10-13
Eastern Bank
NEW5,105—+5,105——$170.0K—2026-10-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED5,0975,09700%$177.4K$169.8K-$7.6K2026-10-16
Lodestone Wealth Management LLC
INCREASED4,9434,747+196+4%$165.3K$164.6K-$6032026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED4,9054,90500%$170.7K$169.6K-$1.2K2026-10-29
Richards, Merrill & Peterson, Inc.
UNCHANGED4,9004,90000%$170.6K$163.2K-$7.4K2026-10-19
Ashton Thomas Private Wealth, LLC
UNCHANGED4,5714,57100%$159.1K$152.3K-$6.9K2026-11-03
Private Trust Co NA
DECREASED4,4944,519-25-1%$157.3K$149.7K-$7.6K2026-10-20
Costello Asset Management, Inc
DECREASED4,4074,613-206-4%$160.6K$146.8K-$13.8K2026-10-30
First Community Trust NA
INCREASED4,3353,585+750+21%$124.8K$144.4K+$19.6K2026-10-07
Gleason Group, Inc.
INCREASED4,2164,195+21+1%$146.0K$140.4K-$5.6K2026-10-15
Kennebec Savings Bank
DECREASED4,0684,314-246-6%$150.2K$135.5K-$14.7K2026-10-22
Wealth Analytics Partners, LLC
NEW4,038—+4,038——$134.5K—2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED3,9823,98200%$138.6K$132.6K-$6.0K2026-10-21
Peachtree Investment Partners, LLC
INCREASED3,1532,901+252+9%$101.0K$105.0K+$4.0K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED3,1443,14400%$109.4K$104.7K-$4.7K2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED3,0003,00000%$104.4K$99.9K-$4.5K2026-10-05
Citizens National Bank Trust Department
UNCHANGED2,9652,96500%$103.2K$98.8K-$4.4K2026-11-04
Kozak & Associates, Inc.
INCREASED2,9322,918+14+0%$100.4K$101.5K+$1.1K2026-10-29
Cullen T Bankers, Inc.
UNCHANGED2,5892,58900%$90.1K$86.2K-$3.9K2026-10-28
Evensky & Katz LLC
INCREASED2,5822,579+3+0%$90.0K$86-$89.9K2026-10-27
SRH Advisors, LLC
UNCHANGED2,4842,48400%$86.5K$82.7K-$3.7K2026-10-22
Horizon Financial Services, LLC
UNCHANGED2,2442,24400%$78.1K$74.7K-$3.4K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED2,2272,22700%$77.5K$74.2K-$3.3K2026-10-16
Hanson & Doremus Investment Management
UNCHANGED2,1752,17500%$76.0K$72-$75.9K2026-10-16
Jnba Financial Advisors
UNCHANGED2,0672,06700%$72.0K$68.9K-$3.1K2026-11-03
Burk Holdings LLC
UNCHANGED2,0072,00700%$69.9K$66.9K-$3.0K2026-11-05
Planning Strategies Inc.
UNCHANGED1,9681,96800%$68.5K$65.6K-$3.0K2026-10-02
Robbins Farley
DECREASED1,9001,903-30%$66.2K$63.3K-$3.0K2026-10-21
Mogy Joel R Investment Counsel Inc
NEW1,756—+1,756——$58.5K—2026-10-13
Blume Capital Management, Inc.
UNCHANGED1,6501,65000%$57.4K$55.0K-$2.5K2026-10-26
Key FInancial Inc
UNCHANGED1,6211,62100%$56.4K$54.0K-$2.4K2026-11-02
MTM Investment Management, LLC
UNCHANGED1,6191,61900%$56.4K$53.9K-$2.4K2026-10-30
Avion Wealth
UNCHANGED1,4991,49900%$52.0K$49-$52.0K2026-11-04
Pflug Koory, LLC
DECREASED1,4631,751-288-16%$60.9K$48.7K-$12.2K2026-10-26
Trust Co
NEW1,436—+1,436——$47.8K—2026-10-09
Winthrop Capital Management, LLC
UNCHANGED1,4121,41200%$49.0K$47.0K-$2.0K2026-11-05
Downshift Financial, LLC
INCREASED1,3691,363+6+0%$47.5K$45.6K-$1.9K2026-10-13
Family Capital Trust Co
UNCHANGED1,2811,28100%$44.6K$42.7K-$1.9K2026-10-22
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,2631,26300%$44.0K$42.1K-$1.9K2026-10-07
Pacific Center for Financial Services
NEW1,196—+1,196——$39.8K—2026-10-15
Versant Capital Management, Inc
INCREASED1,1001,095+5+0%$38.1K$36.7K-$1.5K2026-10-02
Ascentis Independent Advisors
INCREASED1,048723+325+45%$25.2K$34.9K+$9.8K2026-11-03
Laurel Wealth Advisors LLC
NEW915—+915——$30.5K—2026-10-27
McCarley & Cook Financial Planners
UNCHANGED90690600%$31.5K$30.2K-$1.4K2026-10-21
DT Investment Partners, LLC
UNCHANGED89489400%$31.1K$29.8K-$1.3K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED87687600%$30.5K$29.2K-$1.3K2026-10-16
Abound Wealth Management
UNCHANGED86486400%$30.1K$28.8K-$1.3K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED860972-112-12%$33.8K$28.6K-$5.2K2026-11-05
Horizons Wealth Management
NEW844—+844——$28.1K—2026-10-05
True Wealth Design, LLC
UNCHANGED70270200%$24.4K$23.4K-$1.1K2026-10-13
Vima LLC
INCREASED685682+3+0%$23.7K$22.8K-$9122026-10-23
Tradewinds Capital Management, LLC
UNCHANGED66066000%$23.0K$22.0K-$9902026-10-23
Reap Financial Group, LLC
INCREASED645642+3+0%$22.4K$21.5K-$8602026-11-02
Ares Financial Consulting, LLC
INCREASED624622+2+0%$21.7K$20.8K-$8552026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED61261200%$21.3K$20.4K-$9182026-10-15
Ascentis Wealth Management, LLC
UNCHANGED59159100%$20.6K$19.7K-$8882026-11-03
Barnes Dennig Private Wealth Management LLC
NEW543—+543——$18.1K—2026-10-30
Nova Financial LLC
NEW525—+525——$17.5K—2026-11-04
First Premier Bank
UNCHANGED51051000%$18$17-$12026-10-13
Evolution Wealth Management Inc.
UNCHANGED45645600%$15.9K$15.2K-$6842026-10-28
Heritage Family Offices, LLP
NEW385—+385——$12.8K—2026-11-02
Align Financial, LLC
UNCHANGED37537500%$13.1K$12.5K-$5632026-10-16
Main Street Group, LTD
UNCHANGED36236200%$12.6K$12.1K-$5432026-10-28
Mowery & Schoenfeld Wealth Management, LLC
NEW357—+357——$11.9K—2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED35435400%$12.3K$11.8K-$5312026-10-23
EPG Wealth Management LLC
UNCHANGED32432400%$11.3K$10.8K-$4862026-11-03
Trust Co of Vermont
UNCHANGED29129100%$10.1K$9.7K-$4372026-10-21
Phillips Financial Management, LLC
UNCHANGED27927900%$9.7K$9.3K-$4192026-10-19
Wilkerson Advisory Group LLC
UNCHANGED25325300%$8.8K$8.4K-$3802026-10-20
Carolina Wealth Advisors, LLC
DECREASED242604-362-60%$21.0K$8.1K-$13.0K2026-10-23
Simplex Trading, LLC
INCREASED238114+124+109%$4.0K$7.9K+$4.0K2026-11-04
3 Factor Indexing, LLC
DECREASED229279-50-18%$9.7K$7.6K-$2.1K2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED22522500%$7.8K$7.5K-$3372026-10-13
Glass Jacobson Investment Advisors llc
UNCHANGED18918900%$6.6K$6.3K-$2842026-10-26
Transce3nd, LLC
NEW144—+144——$5.0K—2026-10-26
Cedar Mountain Advisors, LLC
DECREASED114299-185-62%$10.4K$3.8K-$6.6K2026-10-15
First Pacific Financial
NEW112—+112——$3.7K—2026-10-14
Armor Investment Advisors, LLC
UNCHANGED999900%$3.4K$3.3K-$1482026-10-27
Buck Wealth Strategies, LLC
UNCHANGED666600%$2.3K$2.2K-$992026-10-28
TD Private Client Wealth LLC
UNCHANGED474700%$1.6K$1.6K-$702026-10-28
Clayton Financial Group LLC
NEW46—+46——$1.5K—2026-10-13
Triumph Capital Management
NEW30—+30——$999—2026-10-14
DB Fitzpatrick & Co, Inc
NEW29—+29——$966—2026-10-19
Activest Wealth Management
UNCHANGED292900%$1.0K$966-$432026-10-15
Quaker Wealth Management, LLC
UNCHANGED292900%$1.0K$966-$442026-10-22
SJS Investment Consulting Inc.
UNCHANGED151500%$523$500-$232026-10-26
Wolff Wiese Magana LLC
UNCHANGED151500%$523$500-$232026-10-15
Spurstone Advisory Services, LLC
DECREASED1213-1-8%$447$401-$462026-11-02
Retirement Guys Formula LLC
CLOSED073,108-73,108-100%$2.5M$0-$2.5M2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED039,164-39,164-100%$1.4M$0-$1.4M2026-10-16
Retireful, LLC
CLOSED017,760-17,760-100%$618.2K$0-$618.2K2026-10-09
Boyum Wealth Architects LLC
CLOSED017,125-17,125-100%$586.0K$0-$586.0K2026-10-06
Accelerate Investment Advisors LLC
CLOSED09,201-9,201-100%$320.3K$0-$320.3K2026-11-02
Wedbush Securities Inc
CLOSED08,161-8,161-100%$284.0K$0-$284.0K2026-10-22
Carnegie Investment Counsel
CLOSED07,858-7,858-100%$273.5K$0-$273.5K2026-10-20
KCM Investment Advisors LLC
CLOSED07,540-7,540-100%$262.5K$0-$262.5K2026-10-27
One Way Holdings LLC
CLOSED06,932-6,932-100%$241.3K$0-$241.3K2026-10-29
VestGen Advisors, LLC
CLOSED06,362-6,362-100%$221.5K$0-$221.5K2026-10-27
Sheets Smith Wealth Management
CLOSED05,977-5,977-100%$208.0K$0-$208.0K2026-10-16
Baxter Bros Inc
CLOSED05,975-5,975-100%$208.0K$0-$208.0K2026-11-04
JSF Financial, LLC
CLOSED05,952-5,952-100%$207.2K$0-$207.2K2026-10-22
TFB Advisors LLC
CLOSED05,799-5,799-100%$201.9K$0-$201.9K2026-11-02
Envision Financial LLC
CLOSED05,762-5,762-100%$200.6K$0-$200.6K2026-10-15
Strata Wealth Advisors, LLC
CLOSED05,748-5,748-100%$200.1K$0-$200.1K2026-10-16
MCF Advisors LLC
CLOSED04,498-4,498-100%$156.6K$0-$156.6K2026-10-28
Lanark Financial, Inc.
CLOSED04,430-4,430-100%$154.2K$0-$154.2K2026-10-26
Caldwell Trust Co
CLOSED02,235-2,235-100%$77.8K$0-$77.8K2026-10-30
Tsfg, LLC
CLOSED02,088-2,088-100%$73.0K$0-$73.0K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED01,495-1,495-100%$52.0K$0-$52.0K2026-10-26
Sims Investment Management, LLC
CLOSED0838-838-100%$29.2K$0-$29.2K2026-10-13
Brooklyn FI, LLC
CLOSED0664-664-100%$22.7K$0-$22.7K2026-11-05
Acumen Wealth Advisors, LLC
CLOSED0530-530-100%$18.4K$0-$18.4K2026-11-05
Highline Wealth Partners LLC
CLOSED0500-500-100%$17.4K$0-$17.4K2026-10-19
NorthAvenue LLC
CLOSED0122-122-100%$4.2K$0-$4.2K2026-10-29
Tucker Asset Management LLC
CLOSED089-89-100%$3.1K$0-$3.1K2026-10-29
Toth Financial Advisory Corp
CLOSED06-6-100%$209$0-$2092026-10-08
Financial Engines Advisors L.L.C.
N/A—46,499,260-46,499,260-100%$1.6B———
SEI Investments Co
N/A—45,024,906-45,024,906-100%$1.6B———
Envestnet Asset Management Inc
N/A—12,960,727-12,960,727-100%$451.2M———
Mariner, LLC
N/A—9,144,880-9,144,880-100%$318.3M———
Osaic Holdings, Inc.
N/A—8,912,979-8,912,979-100%$310.3M———
Savant Capital, LLC
N/A—6,378,613-6,378,613-100%$208.7M———
Moneta Group Investment Advisors LLC
N/A—5,291,984-5,291,984-100%$184.2M———
Beacon Pointe Advisors, LLC
N/A—3,917,972-3,917,972-100%$136.4M———
Betterment LLC
N/A—3,867,616-3,867,616-100%$134.6M———
LPL Financial LLC
N/A—3,674,944-3,674,944-100%$127.9M———
Cetera Investment Advisers
N/A—3,571,303-3,571,303-100%$124.3M———
Morgan Stanley
N/A—2,779,835-2,779,835-100%$96.8M———
Ameriprise Financial Inc
N/A—2,705,341-2,705,341-100%$94.2M———
UBS Group AG
N/A—2,701,363-2,701,363-100%$94.0M———
HighTower Advisors, LLC
N/A—2,625,413-2,625,413-100%$91.4M———
World Investment Advisors
N/A—1,970,475-1,970,475-100%$60.2M———
Bank of America Corp
N/A—1,921,981-1,921,981-100%$66.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—1,777,034-1,777,034-100%$61.9M———
Cerity Partners LLC
N/A—1,744,278-1,744,278-100%$41.0M———
Focus Partners Advisor Solutions, LLC
N/A—1,627,002-1,627,002-100%$56.6M———
United Capital Financial Advisors, LLC
N/A—1,599,656-1,599,656-100%$55.7M———
JPMorgan Chase & Co
N/A—1,568,627-1,568,627-100%$54.5M———
Dravo BAY LLC
N/A—1,454,110-1,454,110-100%$50.6M———
Captrust Financial Advisors
N/A—1,333,572-1,333,572-100%$46.4M———
MML Investors Services, LLC
N/A—1,186,101-1,186,101-100%$41.3M———
Ballast Advisors LLC
N/A—1,179,966-1,179,966-100%$41.1M———
Nicolet Bankshares Inc
N/A—1,126,459-1,126,459-100%$39.2M———
Financial Advisors Network, Inc.
N/A—1,097,487-1,097,487-100%$38.2M———
MAI Capital Management
N/A—1,082,922-1,082,922-100%$37.7M———
FAS Wealth Partners, Inc.
N/A—1,057,653-1,057,653-100%$36.8M———
Ally Invest Advisors Inc.
N/A—978,090-978,090-100%$34.0M———
Global Retirement Partners, LLC
N/A—960,177-960,177-100%$33.4M———
Tradition Wealth Management, LLC
N/A—952,665-952,665-100%$33.2M———
Raymond James Financial Inc
N/A—897,263-897,263-100%$31.2M———
Merit Financial Group, LLC
N/A—880,325-880,325-100%$30.6M———
Royal Bank of Canada
N/A—807,850-807,850-100%$28.1M———
Envestnet Portfolio Solutions, Inc.
N/A—774,931-774,931-100%$27.0M———
Wells Fargo & Company
N/A—774,489-774,489-100%$27.0M———
Waverly Advisors, LLC
N/A—717,101-717,101-100%$25.0M———
Northwestern Mutual Wealth Management Co
N/A—672,608-672,608-100%$23.4M———
OneDigital Investment Advisors LLC
N/A—671,980-671,980-100%$23.4M———
Tudor Investment Corp ET AL
N/A—667,145-667,145-100%$23.2M———
Lcnb Corp
N/A—641,729-641,729-100%$22.3M———
Ethos Financial Group, LLC
N/A—610,180-610,180-100%$20.6M———
Focus Partners Wealth
N/A—607,840-607,840-100%$21.2M———
Mutual Advisors, LLC
N/A—606,554-606,554-100%$21.1M———
Odyssey Group, LLC
N/A—581,116-581,116-100%$20.2M———
EP Wealth Advisors, LLC
N/A—572,184-572,184-100%$19.9M———
Payne Capital Management, LLC
N/A—560,537-560,537-100%$19.5M———
Goepper Burkhardt LLC
N/A—412,923-412,923-100%$14.4M———
Bogart Wealth, LLC
N/A—409,863-409,863-100%$14.3M———
RWA Wealth Partners, LLC
N/A—386,729-386,729-100%$13.5M———
Allworth Financial LP
N/A—370,672-370,672-100%$12.9M———
HBK Sorce Advisory LLC
N/A—341,547-341,547-100%$11.9M———
Pathstone Holdings, LLC
N/A—322,832-322,832-100%$11.2M———
Mercer Global Advisors Inc
N/A—304,020-304,020-100%$10.6M———
Gladstone Institutional Advisory LLC
N/A—286,956-286,956-100%$10.0M———
Berkshire Asset Management LLC
N/A—283,186-283,186-100%$9.9M———
Citadel Advisors LLC
N/A—281,513-281,513-100%$9.8M———
Brand Asset Management Group, Inc.
N/A—270,744-270,744-100%$9.4M———
Per Stirling Capital Management, Llc.
N/A—268,034-268,034-100%$9.3M———
FMR LLC
N/A—263,829-263,829-100%$9.2M———
Goldman Sachs Group Inc
N/A—257,749-257,749-100%$9.0M———
Integrated Wealth Concepts LLC
N/A—254,346-254,346-100%$8.9M———
Pinnacle Family Advisors, LLC
N/A—251,880-251,880-100%$8.8M———
Cresset Asset Management, LLC
N/A—249,955-249,955-100%$8.7M———
Sun Financial Inc
N/A—239,789-239,789-100%$8.4M———
Lowery Thomas, LLC
N/A—231,838-231,838-100%$8.1M———
Quantinno Capital Management LP
N/A—230,382-230,382-100%$8.0M———
Cadence Wealth Management LLC
N/A—229,916-229,916-100%$8.0M———
Panoramic Investment Advisors, LLC
N/A—227,702-227,702-100%$7.9M———
ProVise Management Group, LLC
N/A—212,905-212,905-100%$7.4M———
Paces Ferry Wealth Advisors, LLC
N/A—209,065-209,065-100%$7.3M———
Petra Financial Advisors Inc
N/A—208,850-208,850-100%$7.3M———
Avant Capital LLC
N/A—207,434-207,434-100%$7.2M———
Glassman Wealth Services
N/A—203,816-203,816-100%$7.1M———
Werba Rubin Papier Wealth Management
N/A—203,775-203,775-100%$7.1M———
Main Street Financial Solutions, LLC
N/A—197,107-197,107-100%$6.9M———
Game Plan Financial Advisors, LLC
N/A—193,444-193,444-100%$6.7M———
Summit Financial, LLC
N/A—191,967-191,967-100%$6.7M———
Savvy Advisors, Inc.
N/A—191,005-191,005-100%$6.6M———
AQR Capital Management LLC
N/A—188,048-188,048-100%$6.5M———
Cahill Financial Advisors Inc
N/A—184,223-184,223-100%$6.4M———
OneAscent Financial Services LLC
N/A—175,530-175,530-100%$6.1M———
Stifel Financial Corp
N/A—174,543-174,543-100%$6.1M———
Dakota Wealth Management
N/A—169,158-169,158-100%$5.9M———
PNC Financial Services Group, Inc.
N/A—168,095-168,095-100%$5.9M———
Warner Financial, Inc
N/A—163,018-163,018-100%$5.7M———
Florida Financial Advisors, LLC
N/A—160,971-160,971-100%$5.6M———
Coastwise Capital Group, LLC
N/A—158,886-158,886-100%$5.5M———
Shepherd Kaplan Krochuk, LLC
N/A—156,870-156,870-100%$5.5M———
Jones Financial Companies Lllp
N/A—155,143-155,143-100%$5.3M———
One Capital Management, LLC
N/A—154,711-154,711-100%$4.7M———
NewEdge Advisors, LLC
N/A—152,382-152,382-100%$5.3M———
Baird Financial Group, Inc.
N/A—151,747-151,747-100%$5.3M———
Sequoia Financial Advisors, LLC
N/A—146,134-146,134-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—142,473-142,473-100%$5.0M———
North Star Asset Management Inc
N/A—137,343-137,343-100%$4.8M———
LifePlan Investment Advisors, Inc.
N/A—129,069-129,069-100%$4.5M———
Marshall Wace, LLP
N/A—123,053-123,053-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—121,556-121,556-100%$4.2M———
Q3 Asset Management
N/A—118,565-118,565-100%$4.1M———
Apriem Advisors
N/A—116,855-116,855-100%$4.1M———
Advisory Services Network, LLC
N/A—116,747-116,747-100%$4.1M———
Money Concepts Capital Corp
N/A—114,863-114,863-100%$4.0M———
Cassady Wealth & Retirement Planning, LLC
N/A—106,955-106,955-100%$3.7M———
Leavell Investment Management, Inc.
N/A—105,944-105,944-100%$3.7M———
Compass Advisory Group LLC
N/A—98,060-98,060-100%$3.4M———
NewEdge Wealth, LLC
N/A—94,850-94,850-100%$3.3M———
M3 Advisory Group, LLC
N/A—93,884-93,884-100%$3.3M———
Bleakley Financial Group, LLC
N/A—93,217-93,217-100%$3.2M———
Wealthspire Advisors, LLC
N/A—93,101-93,101-100%$3.2M———
Broadview Financial Management, LLC
N/A—89,890-89,890-100%$3.1M———
AE Wealth Management LLC
N/A—88,685-88,685-100%$3.1M———
Summitpoint Capital Management
N/A—88,418-88,418-100%$3.1M———
Clearstead Advisors, LLC
N/A—85,350-85,350-100%$3.0M———
Tortoise Investment Management, LLC
N/A—83,088-83,088-100%$2.9M———
Elgethun Capital Management
N/A—80,853-80,853-100%$2.8M———
Stratos Wealth Advisors, LLC
N/A—80,231-80,231-100%$2.8M———
Arbor Trust Wealth Advisors, LLC
N/A—79,777-79,777-100%$2.8M———
Regal Investment Advisors LLC
N/A—79,024-79,024-100%$2.8M———
Cornerstone Advisors Asset Management, LLC
N/A—78,410-78,410-100%$2.7M———
Pure Financial Advisors, LLC
N/A—77,109-77,109-100%$2.7M———
Berger Financial Group, Inc
N/A—76,372-76,372-100%$2.7M———
Roundview Capital LLC
N/A—75,143-75,143-100%$2.6M———
Arkadios Wealth Advisors
N/A—74,648-74,648-100%$2.6M———
Aspen Grove Capital, LLC
N/A—73,772-73,772-100%$2.6M———
BlackRock, Inc.
N/A—71,804-71,804-100%$2.5M———
Quantum Portfolio Management LLC
N/A—71,423-71,423-100%$2.5M———
Financial Strategies Group, Inc.
N/A—69,172-69,172-100%$2.4M———
Bcwm, LLC
N/A—66,012-66,012-100%$2.3M———
L2 Asset Management, LLC
N/A—63,723-63,723-100%$2.2M———
Nalls Sherbakoff Group, LLC
N/A—62,681-62,681-100%$2.2M———
Composition Wealth, LLC
N/A—62,426-62,426-100%$2.2M———
Rockefeller Capital Management L.P.
N/A—60,747-60,747-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—58,982-58,982-100%$2.1M———
Index Technologies Group LLC
N/A—58,663-58,663-100%$2.0M———
Janney Montgomery Scott LLC
N/A—56,451-56,451-100%$2.0M———
Cary Street Partners Financial LLC
N/A—55,604-55,604-100%$1.9M———
Monograph Wealth Advisors, LLC
N/A—54,608-54,608-100%$1.9M———
Geneos Wealth Management Inc.
N/A—53,407-53,407-100%$1.9M———
Meramec Financial Planners, LLC
N/A—52,679-52,679-100%$1.8M———
Susquehanna International Group, LLP
N/A—52,546-52,546-100%$1.8M———
Keel Point, LLC
N/A—51,802-51,802-100%$1.8M———
Continuum Advisory, LLC
N/A—51,331-51,331-100%$1.8M———
Equitable Holdings, Inc.
N/A—50,936-50,936-100%$1.8M———
IMA Advisory Services, Inc.
N/A—49,999-49,999-100%$1.7M———
KEB Asset Management, LLC
N/A—49,466-49,466-100%$1.7M———
VAN Strum & Towne Inc.
N/A—49,433-49,433-100%$1.7M———
Modern Wealth Management, LLC
N/A—48,925-48,925-100%$1.7M———
Wescott Financial Advisory Group, LLC
N/A—48,729-48,729-100%$1.7M———
Stillwater Private Wealth, LLC
N/A—46,892-46,892-100%$1.7K———
Fiduciary Financial Advisors
N/A—46,278-46,278-100%$1.6M———
Harbour Investments, Inc.
N/A—45,954-45,954-100%$1.6M———
Kiley Juergens Wealth Management, LLC
N/A—45,883-45,883-100%$1.6M———
Brookwood Investment Group LLC
N/A—44,791-44,791-100%$1.6M———
Bcgm Wealth Management, LLC
N/A—44,790-44,790-100%$1.6M———
Zacks Investment Management
N/A—44,560-44,560-100%$1.6M———
GTS Securities LLC
N/A—43,936-43,936-100%$1.5M———
JMG Financial Group, Ltd.
N/A—42,945-42,945-100%$1.5M———
IEQ Capital, LLC
N/A—41,626-41,626-100%$1.4M———
Compass Capital Corp
N/A—41,595-41,595-100%$1.5M———
Foundations Investment Advisors, LLC
N/A—40,511-40,511-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—40,382-40,382-100%$1.4M———
Benjamin Edwards Inc
N/A—39,595-39,595-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—39,533-39,533-100%$1.4M———
Advocacy Wealth Management, LLC
N/A—38,949-38,949-100%$1.4M———
Athena Investment Management
N/A—38,450-38,450-100%$1.3M———
Blair William & Co
N/A—38,342-38,342-100%$1.3M———
Chesapeake Wealth Management
N/A—37,555-37,555-100%$1.3M———
Condor Capital Management
N/A—37,457-37,457-100%$1.3M———
Sanctuary Advisors, LLC
N/A—37,005-37,005-100%$1.3M———
Nuveen, LLC
N/A—35,660-35,660-100%$1.2M———
Nwam LLC
N/A—35,355-35,355-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—35,327-35,327-100%$1.2M———
Haverford Trust Co
N/A—34,876-34,876-100%$1.2M———
Brown Brothers Harriman & Co
N/A—34,200-34,200-100%$1.2M———
Smartleaf Asset Management LLC
N/A—33,844-33,844-100%$1.2M———
Waterloo Capital, L.P.
N/A—33,726-33,726-100%$1.2M———
Waterford Advisors, LLC
N/A—32,703-32,703-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—31,820-31,820-100%$1.1M———
Wealthspire Retirement, LLC
N/A—31,407-31,407-100%$1.1M———
HHM Wealth Advisors, LLC
N/A—31,279-31,279-100%$1.1M———
IHT Wealth Management, LLC
N/A—30,952-30,952-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—30,834-30,834-100%$1.0M———
Kovack Advisors, Inc.
N/A—30,700-30,700-100%$1.1M———
Sachetta, LLC
N/A—30,489-30,489-100%$1.1M———
New Republic Capital, LLC
N/A—30,154-30,154-100%$1.0M———
CM Wealth Advisors LLC
N/A—30,066-30,066-100%$1.0M———
Red Door Wealth Management, LLC
N/A—29,561-29,561-100%$1.0M———
SGL Investment Advisors, Inc.
N/A—28,545-28,545-100%$995.1K———
Westbourne Investments, Inc.
N/A—28,078-28,078-100%$977.4K———
Bartlett & Co. Wealth Management LLC
N/A—28,034-28,034-100%$975.9K———
Bank of Montreal
N/A—27,793-27,793-100%$967.5K———
UMB Bank, n.a.
N/A—27,780-27,780-100%$967.0K———
Wescap Management Group, Inc.
N/A—27,491-27,491-100%$957.0K———
&partners
N/A—26,387-26,387-100%$918.5K———
NorthStar Asset Management LLC
N/A—26,316-26,316-100%$916.1K———
Qube Research & Technologies Ltd
N/A—24,755-24,755-100%$861.7K———
Principal Securities, Inc.
N/A—24,456-24,456-100%$851.3K———
Natixis Advisors, LLC
N/A—24,237-24,237-100%$843.0K———
Synergy Investment Management, LLC
N/A—24,028-24,028-100%$811.2K———
First Western Trust Bank
N/A—23,819-23,819-100%$829.1K———
Knuff & Co LLC
N/A—23,700-23,700-100%$825.0K———
Texas Yale Capital Corp.
N/A—23,579-23,579-100%$820.8K———
CIBC Bancorp USA Inc.
N/A—23,566-23,566-100%$820.3K———
Klcm Advisors, Inc.
N/A—23,485-23,485-100%$817.5K———
Hancock Whitney Corp
N/A—23,416-23,416-100%$815.1K———
CreativeOne Wealth, LLC
N/A—22,805-22,805-100%$793.9K———
Retirement Planning Group, LLC / NY
N/A—22,683-22,683-100%$789.6K———
Brown Advisory Inc
N/A—22,657-22,657-100%$788.7K———
Johnson Investment Counsel Inc
N/A—22,444-22,444-100%$781.3K———
First American Trust, FSB
N/A—22,390-22,390-100%$779.4K———
HRT Financial LP
N/A—22,384-22,384-100%$779.0K———
Northwest Quadrant Wealth Management, LLC
N/A—22,211-22,211-100%$773.2K———
Spartan Wealth Advisory Services LLC
N/A—21,460-21,460-100%$747.0K———
Stonebridge Capital Advisors LLC
N/A—21,443-21,443-100%$746.4K———
Prudent Investors Network, Inc.
N/A—21,279-21,279-100%$740.7K———
VSM Wealth Advisory, LLC
N/A—21,037-21,037-100%$732.3K———
Arax Advisory Partners
N/A—21,002-21,002-100%$731.1K———
Alesco Advisors, LLC, An ESL Co
N/A—20,937-20,937-100%$728.8K———
Great Valley Advisor Group, Inc.
N/A—20,705-20,705-100%$720.7K———
Clear Investment Research, LLC
N/A—20,409-20,409-100%$710.4K———
Resolute Advisors LLC
N/A—20,191-20,191-100%$702.8K———
Flow Traders U.S. LLC
N/A—20,059-20,059-100%$698.0K———
Joule Financial, LLC
N/A—19,932-19,932-100%$693.8K———
Peregrine Asset Advisers, Inc.
N/A—19,865-19,865-100%$691.5K———
Atlas Capital Advisors Inc.
N/A—19,752-19,752-100%$687.6K———
Investments & Financial Planning, LLC
N/A—19,748-19,748-100%$687.4K———
Gilbert & Cook, Inc.
N/A—19,677-19,677-100%$685.0K———
WNY Asset Management, LLC
N/A—19,340-19,340-100%$673.2K———
Caprock Group, LLC
N/A—19,338-19,338-100%$673.2K———
Dorsey & Whitney Trust Co LLC
N/A—19,080-19,080-100%$664.2K———
Private Advisor Group, LLC
N/A—19,038-19,038-100%$662.7K———
Seneschal Advisors, LLC
N/A—18,964-18,964-100%$660.1K———
Zhang Financial LLC
N/A—18,827-18,827-100%$655.4K———
Ameritas Advisory Services, LLC
N/A—18,458-18,458-100%$642.5K———
Capital Analysts, LLC
N/A—18,392-18,392-100%$640.0K———
NorthRock Partners, LLC
N/A—18,081-18,081-100%$629.4K———
Elm Partners Management LLC
N/A—17,900-17,900-100%$623.1K———
Peapack Gladstone Financial Corp
N/A—17,704-17,704-100%$616.0K———
Keating Financial Advisory Services, Inc.
N/A—17,278-17,278-100%$601.4K———
Basepoint Wealth LLC
N/A—16,885-16,885-100%$587.8K———
Vawter Financial, Ltd.
N/A—15,854-15,854-100%$551.9K———
American Investment Services, Inc.
N/A—15,663-15,663-100%$545.2K———
Theory Financial LLC
N/A—15,618-15,618-100%$543.7K———
Vista Capital Partners, Inc.
N/A—15,327-15,327-100%$533.5K———
Geometric Wealth Advisors
N/A—15,296-15,296-100%$532.4K———
Payne Capital LLC
N/A—15,162-15,162-100%$527.8K———
Whittier Trust Co of Nevada Inc
N/A—15,024-15,024-100%$515.8K———
Valmark Advisers, Inc.
N/A—14,854-14,854-100%$517.1K———
Belpointe Asset Management LLC
N/A—14,756-14,756-100%$513.7K———
Lakeridge Wealth Management LLC
N/A—14,183-14,183-100%$493.7K———
Western Wealth Management, LLC
N/A—14,174-14,174-100%$493.4K———
Kingsview Wealth Management, LLC
N/A—14,051-14,051-100%$489.1K———
American Trust
N/A—13,998-13,998-100%$487.3K———
Tanglewood Legacy Advisors, LLC
N/A—13,953-13,953-100%$485.7K———
Coastal Bridge Advisors, LLC
N/A—13,929-13,929-100%$484.9K———
FLC Capital Advisors
N/A—13,833-13,833-100%$481.5K———
SageView Advisory Group, LLC
N/A—13,785-13,785-100%$479.9K———
Columbia River Financial Group, LLC
N/A—13,569-13,569-100%$472.0K———
Strategic Wealth Partners, Ltd.
N/A—13,492-13,492-100%$469.7K———
Westmount Partners, LLC
N/A—13,277-13,277-100%$462.2K———
SCS Capital Management LLC
N/A—13,238-13,238-100%$460.8K———
Aptus Capital Advisors, LLC
N/A—12,855-12,855-100%$447.5K———
Advisory Alpha, LLC
N/A—12,414-12,414-100%$432.2K———
Kelman-Lazarov, Inc.
N/A—12,198-12,198-100%$424.6K———
Ameriflex Group, Inc.
N/A—12,188-12,188-100%$424.3K———
Kintra Wealth, LLC
N/A—12,147-12,147-100%$429.2K———
Centaurus Financial, Inc.
N/A—11,919-11,919-100%$415.0K———
Orion Porfolio Solutions, LLC
N/A—11,838-11,838-100%$412.1K———
Fidelis Wealth Advisors LLC
N/A—11,654-11,654-100%$405.7K———
Mayport, LLC
N/A—11,603-11,603-100%$403.9K———
Prestige Wealth Management Group LLC
N/A—11,457-11,457-100%$398.8K———
Aimz Investment Advisors, LLC
N/A—11,400-11,400-100%$396.8K———
MB Generational Wealth, LLC
N/A—11,382-11,382-100%$396.2K———
Evelyn Partners Group Ltd
N/A—11,233-11,233-100%$402.3K———
Tandem Financial, LLC
N/A—11,213-11,213-100%$390.3K———
Fortis Capital Management LLC
N/A—11,089-11,089-100%$386.0K———
UBS Asset Management Americas LLC
N/A—11,064-11,064-100%$385.1K———
Independent Advisor Alliance
N/A—11,056-11,056-100%$384.9K———
Maridea Wealth Management LLC
N/A—11,050-11,050-100%$384.7K———
Madden Advisory Services, Inc.
N/A—10,955-10,955-100%$381.3K———
Curi Capital, LLC
N/A—10,933-10,933-100%$380.6K———
Sterling Wealth Advisors Inc
N/A—10,780-10,780-100%$375.3K———
Disciplined Investors, L.L.C.
N/A—10,401-10,401-100%$362.1K———
Bragg Financial Advisors, Inc
N/A—10,245-10,245-100%$356.6K———
Wealthspan Partners, LLC
N/A—10,031-10,031-100%$349.2K———
Bridges Investment Management Inc
N/A—9,995-9,995-100%$347.9K———
IF Advisors, LLC
N/A—9,680-9,680-100%$337.0K———
Sovereign Financial Group, Inc.
N/A—9,642-9,642-100%$335.6K———
Marble Wealth, LLC
N/A—9,604-9,604-100%$334.3K———
Front Row Advisors LLC
N/A—9,602-9,602-100%$335.2K———
CCG Wealth Management, LLC
N/A—9,598-9,598-100%$334.1K———
Bellwether Advisors, LLC
N/A—9,473-9,473-100%$329.8K———
Parkwoods Wealth Partners, LLC
N/A—9,336-9,336-100%$325.0K———
Truepoint, Inc.
N/A—9,281-9,281-100%$323.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,247-9,247-100%$321.9K———
Frisch Financial Group, Inc.
N/A—9,174-9,174-100%$319.3K———
Beck Mack & Oliver LLC
N/A—9,134-9,134-100%$317.9K———
IAG Wealth Partners, LLC
N/A—9,000-9,000-100%$313.3K———
Vanguard Advisers Inc
N/A—8,970-8,970-100%$312.2K———
Rialto Wealth Management, LLC
N/A—8,960-8,960-100%$311.9K———
Morris Financial Concepts, Inc.
N/A—8,914-8,914-100%$310.3K———
Manning & Napier Advisors LLC
N/A—8,910-8,910-100%$310.2K———
Stonebrook Private Inc.
N/A—8,862-8,862-100%$308.5K———
Glenmede Trust Co NA
N/A—8,804-8,804-100%$306.5K———
Lutz Financial Services LLC
N/A—8,275-8,275-100%$288.0K———
Diversified Trust Co
N/A—8,227-8,227-100%$286.4K———
Seeds Investor LLC
N/A—8,179-8,179-100%$284.7K———
PFG Investments, LLC
N/A—8,144-8,144-100%$283.5K———
Strategic Financial Concepts, LLC
N/A—7,956-7,956-100%$277.0K———
Forefront Wealth Partners, LLC
N/A—7,885-7,885-100%$274.5K———
Anchor Investment Management, LLC
N/A—7,883-7,883-100%$274.4K———
Advyzon Investment Management, LLC
N/A—7,875-7,875-100%$274.1K———
Granite Bay Wealth Management, LLC
N/A—7,792-7,792-100%$271.0K———
Donaldson Capital Management, LLC
N/A—7,727-7,727-100%$269.0K———
Perissos Private Wealth Management, LLC
N/A—7,698-7,698-100%$268.0K———
Signal Tree Financial Partners LLC
N/A—7,593-7,593-100%$264.3K———
Synergy Financial Group, LTD
N/A—7,398-7,398-100%$257.5K———
Legacy Edge Advisors, LLC
N/A—7,373-7,373-100%$256.7K———
Pennington Partners & Co., LLC
N/A—7,338-7,338-100%$255.4K———
Rockbridge Investment Management, LCC
N/A—7,296-7,296-100%$254.0K———
QRG Capital Management, Inc.
N/A—7,287-7,287-100%$253.7K———
Commerce Bank
N/A—7,071-7,071-100%$246.1K———
Hills Bank & Trust Co
N/A—7,070-7,070-100%$246.1K———
Serenus Wealth Advisors, LLC
N/A—6,891-6,891-100%$239.9K———
Earned Wealth Advisors, LLC
N/A—6,870-6,870-100%$239.1K———
Cvfg LLC
N/A—6,858-6,858-100%$238.7K———
Fort Vancouver Investment Management, LLC
N/A—6,711-6,711-100%$233.6K———
Legacy Financial Group LLC
N/A—6,642-6,642-100%$231.2K———
FSA Advisors, Inc.
N/A—6,638-6,638-100%$228.7K———
First Foundation Advisors
N/A—6,612-6,612-100%$230.2K———
Mosaic Family Wealth Partners, LLC
N/A—6,554-6,554-100%$228.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—6,472-6,472-100%$225.3K———
Resurgent Financial Advisors LLC
N/A—6,382-6,382-100%$222.1K———
PCM Encore, LLC
N/A—6,310-6,310-100%$219.7K———
Evolution Advisers, Inc.
N/A—6,306-6,306-100%$219.0K———
Range Advisory, LLC
N/A—6,278-6,278-100%$218.5K———
Fortis Capital Advisors, LLC
N/A—6,227-6,227-100%$216.8K———
Northwest Bancshares, Inc.
N/A—6,195-6,195-100%$215.6K———
Silver Oak Advisory Group, Inc.
N/A—6,138-6,138-100%$213.0K———
Wealthfront Advisers LLC
N/A—6,072-6,072-100%$211.4K———
Capital Advisors Inc
N/A—6,000-6,000-100%$208.9K———
Baldwin Investment Management, LLC
N/A—5,997-5,997-100%$208.8K———
Fisher Asset Management, LLC
N/A—5,939-5,939-100%$206.8K———
Russell Investments Group, Ltd.
N/A—5,917-5,917-100%$206.0K———
Balanced Rock Investment Advisors LLC
N/A—5,887-5,887-100%$204.9K———
Osprey Private Wealth LLC
N/A—5,853-5,853-100%$203.7K———
Schrum Private Wealth Management LLC
N/A—5,361-5,361-100%$397.1K———
Strategic Investment Solutions, Inc.
N/A—5,326-5,326-100%$185.4K———
Bessemer Group Inc
N/A—5,154-5,154-100%$179.0K———
Medallion Wealth Advisors, LLC
N/A—4,985-4,985-100%$173.8K———
Hantz Financial Services, Inc.
N/A—4,508-4,508-100%$157.0K———
TD Capital Management LLC
N/A—4,493-4,493-100%$156.4K———
Raffa Wealth Management, LLC
N/A—4,262-4,262-100%$148.4K———
Founders Financial Alliance, LLC
N/A—4,241-4,241-100%$147.6K———
N.E.W. Advisory Services LLC
N/A—4,183-4,183-100%$145.6K———
Lowe Brockenbrough & Co Inc
N/A—3,921-3,921-100%$136.5K———
IFG Advisory, LLC
N/A—3,921-3,921-100%$136.5K———
Howe & Rusling Inc
N/A—3,536-3,536-100%$123.1K———
NWK Group, Inc.
N/A—3,524-3,524-100%$122.7K———
Kerr Financial Planning Corp
N/A—3,391-3,391-100%$118.0K———
Crews Bank & Trust
N/A—3,186-3,186-100%$110.9K———
Godfrey Financial Associates, Inc.
N/A—3,136-3,136-100%$112.6K———
BFC Planning, Inc.
N/A—3,112-3,112-100%$108.3K———
SouthState Bank Corp
N/A—2,553-2,553-100%$88.9K———
Institute for Wealth Management, Llc.
N/A—2,355-2,355-100%$82.0K———
Operose Advisors LLC
N/A—2,330-2,330-100%$81.1K———
Ancora Advisors LLCA
N/A—1,899-1,899-100%$66.1K———
Mark Sheptoff Financial Planning, LLC
N/A—1,275-1,275-100%$44.4K———
Tidemark, LLC
N/A—1,200-1,200-100%$41.8K———
CVA Family Office, LLC
N/A—1,117-1,117-100%$38.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,092-1,092-100%$38.0K———
Transamerica Financial Advisors, LLC
N/A—1,070-1,070-100%$37.3K———
Hollencrest Capital Management
N/A—996-996-100%$34.7K———
NI Acquisitions Company, LLC
N/A—990-990-100%$120.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—913-913-100%$31.8K———
JPL Wealth Management, LLC
N/A—885-885-100%$30.8K———
Financial Gravity Companies, Inc.
N/A—831-831-100%$28.9K———
Strategic Wealth Advisors LLC
N/A—780-780-100%$23———
Caitlin John, LLC
N/A—700-700-100%$24.4K———
JDM Financial Group LLC
N/A—525-525-100%$18.3K———
Pinney & Scofield, Inc.
N/A—448-448-100%$15.6K———
Mcguire Capital Advisors Inc
N/A—435-435-100%$15.1K———
HM Payson & Co
N/A—346-346-100%$12.0K———
Crewe Advisors LLC
N/A—332-332-100%$11.6K———
Aberdeen Wealth Management LLC
N/A—300-300-100%$10.4K———
Fourth Dimension Wealth, LLC
N/A—298-298-100%$10.4K———
Atlantic Union Bankshares Corp
N/A—290-290-100%$10.1K———
Park Place Capital Corp
N/A—282-282-100%$9.8K———
MidFirst Bank
N/A—253-253-100%$8.8K———
Highland Investment Advisors LLC
N/A—251-251-100%$8.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—247-247-100%$8.6K———
National Bank of Canada
N/A—247-247-100%$8.6K———
Strive Financial Group,LLC
N/A—195-195-100%$6.8K———
Tiaa Wealth Investment Management LLC
N/A—174-174-100%$6.0K———
Bellevue Asset Management, LLC
N/A—153-153-100%$5.3K———
Anchor Bay Capital, Inc.
N/A—66-66-100%$2.3K———
Coston, McIsaac & Partners
N/A—60-60-100%$2———
Imprint Wealth LLC
N/A—57-57-100%$2.0K———
BOK Financial Private Wealth, Inc.
N/A—30-30-100%$1.0K———
Kilter Group LLC
N/A—30-30-100%$1.0K———
Cypress Capital Management LLC (WY)
N/A—24-24-100%$835———
Integrity Financial Corp
N/A—9-9-100%$313———
SOA Wealth Advisors, Llc.
N/A—5-5-100%$167———
Capital Advisor Network LLC
N/A—4-4-100%$139———
Showing 1039 of 1039 institutions