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Schwab US Mid Cap ETF (SCHM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares28,709,456 from 29,016,208
Change-306,752 (-1%)
Value$976.7M (-$93.1M)
Filed 2026-11-02
Legacy Wealth Management, LLC
INCREASED
Shares4,330,359 from 4,286,476
Change+43,883 (+1%)
Value$147.3M (-$10.7M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,438,314 from 3,315,880
Change+122,434 (+4%)
Value$118.5M (-$223.0K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares2,888,481 from 2,867,994
Change+20,487 (+1%)
Value$100.1M (-$5.7M)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,737,989 from 1,830,982
Change-92,993 (-5%)
Value$59.1M (-$8.4M)
Filed 2026-10-20
93 Financial Group, LLC
INCREASED
Shares1,499,485 from 1,499,269
Change+216 (+0%)
Value$51.0M (-$4.3M)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
DECREASED
Shares1,275,472 from 1,275,655
Change-183 (0%)
Value$43.6M (-$2.1M)
Filed 2026-10-28
Summit Asset Management, LLC
DECREASED
Shares1,256,717 from 1,259,073
Change-2,356 (0%)
Value$42.8M (-$3.7M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares1,219,139 from 1,198,872
Change+20,267 (+2%)
Value$41.5M (-$2.7M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares1,193,956 from 1,096,057
Change+97,899 (+9%)
Value$41.2M (+$2.7M)
Filed 2026-10-27
BLB&B Advisors, LLC
DECREASED
Shares1,183,726 from 1,196,515
Change-12,789 (-1%)
Value$40.3M (-$3.8M)
Filed 2026-10-27
Mokosak Advisory Group, LLC
INCREASED
Shares1,144,642 from 1,129,814
Change+14,828 (+1%)
Value$38.9M (-$2.7M)
Filed 2026-10-20
Sage Financial Group Inc
INCREASED
Shares1,014,871 from 1,005,202
Change+9,669 (+1%)
Value$34.5M (-$2.5M)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares925,025 from 916,640
Change+8,385 (+1%)
Value$31.5M (-$2.3M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares877,728 from 841,424
Change+36,304 (+4%)
Value$29.9K (-$31.0M)
Filed 2026-11-02
Gemmer Asset Management LLC
DECREASED
Shares857,693 from 863,655
Change-5,962 (-1%)
Value$29.2M (-$2.7M)
Filed 2026-10-16
Summit Financial Strategies, Inc.
DECREASED
Shares844,358 from 1,131,341
Change-286,983 (-25%)
Value$28.7M (-$13.0M)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares813,651 from 769,563
Change+44,088 (+6%)
Value$27.7M (-$693.4K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares803,554 from 775,129
Change+28,425 (+4%)
Value$27.3M (-$1.2M)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares760,707 from 871,833
Change-111,126 (-13%)
Value$25.9M (-$6.3M)
Filed 2026-10-28
Seneca Financial Advisors LLC
DECREASED
Shares752,837 from 767,806
Change-14,969 (-2%)
Value$25.6M (-$2.7M)
Filed 2026-10-28
Financial Planning Navigators Corp
INCREASED
Shares743,708 from 730,881
Change+12,827 (+2%)
Value$25.3M (-$1.6M)
Filed 2026-10-14
Essex LLC
INCREASED
Shares690,252 from 673,370
Change+16,882 (+3%)
Value$23.5M (-$1.3M)
Filed 2026-10-14
RKL Wealth Management LLC
DECREASED
Shares680,744 from 683,405
Change-2,661 (0%)
Value$23.2M (-$2.0M)
Filed 2026-10-16
Noble Family Wealth, LLC
DECREASED
Shares666,328 from 667,905
Change-1,577 (0%)
Value$22.7M (-$2.0M)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares648,102 from 666,792
Change-18,690 (-3%)
Value$22.0M (-$2.5M)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares645,893 from 642,681
Change+3,212 (+1%)
Value$22.0M (-$1.7M)
Filed 2026-10-13
Pittenger & Anderson Inc
INCREASED
Shares619,778 from 487,343
Change+132,435 (+27%)
Value$21.1M (+$3.1M)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares553,636 from 565,591
Change-11,955 (-2%)
Value$18.8M (-$2.0M)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares528,430 from 530,443
Change-2,013 (0%)
Value$18.0M (-$1.6M)
Filed 2026-10-14
Curbstone Financial Management Corp
INCREASED
Shares526,763 from 518,787
Change+7,976 (+2%)
Value$17.9M (-$1.2M)
Filed 2026-10-21
Denver PWM, LLC
INCREASED
Shares521,652 from 512,689
Change+8,963 (+2%)
Value$17.7M (-$1.1M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares518,625 from 468,804
Change+49,821 (+11%)
Value$17.6M (+$358.8K)
Filed 2026-10-08
Womack Financial LLC
INCREASED
Shares499,879 from 486,443
Change+13,436 (+3%)
Value$17.0M (-$929.3K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares476,995 from 494,924
Change-17,929 (-4%)
Value$16.2M (-$2.0M)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares472,836 from 537,014
Change-64,178 (-12%)
Value$16.1M (-$3.7M)
Filed 2026-10-06
Harbor Group, Inc.
DECREASED
Shares470,263 from 478,114
Change-7,851 (-2%)
Value$16.0M (-$1.6M)
Filed 2026-10-14
Spinnaker Investment Group, LLC
DECREASED
Shares465,014 from 472,438
Change-7,424 (-2%)
Value$15.8M (-$1.6M)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares459,048 from 451,823
Change+7,225 (+2%)
Value$15.6M (-$1.0M)
Filed 2026-10-27
Courage Miller Partners, LLC
INCREASED
Shares457,044 from 455,266
Change+1,778 (+0%)
Value$15.5M (-$1.2M)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares449,599 from 456,059
Change-6,460 (-1%)
Value$15.3M (-$1.5M)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares440,650 from 433,827
Change+6,823 (+2%)
Value$15.0M (-$1.0M)
Filed 2026-10-21
Pacific Sage Partners, LLC
DECREASED
Shares436,120 from 439,926
Change-3,806 (-1%)
Value$14.8M (-$1.4M)
Filed 2026-10-21
White & Co Financial Planning Inc
DECREASED
Shares434,539 from 439,692
Change-5,153 (-1%)
Value$13.5M (-$2.8M)
Filed 2026-10-16
Cannon Capital Management, Inc.
DECREASED
Shares421,899 from 425,771
Change-3,872 (-1%)
Value$14.4M (-$1.3M)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares420,179 from 465,129
Change-44,950 (-10%)
Value$14.3M (-$2.9M)
Filed 2026-10-14
River's Edge Wealth Management, LLC
INCREASED
Shares410,425 from 392,236
Change+18,189 (+5%)
Value$14.0M (+$142.8K)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
INCREASED
Shares401,926 from 396,599
Change+5,327 (+1%)
Value$13.7M (-$949.1K)
Filed 2026-10-30
Peak Financial Management, Inc.
INCREASED
Shares396,042 from 393,869
Change+2,173 (+1%)
Value$13.5M (-$1.0M)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares392,888 from 381,998
Change+10,890 (+3%)
Value$13.4M (-$718.2K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares388,196 from 363,212
Change+24,984 (+7%)
Value$13.2M (-$185.2K)
Filed 2026-10-14
Horizon Financial Services, LLC
DECREASED
Shares385,882 from 405,444
Change-19,562 (-5%)
Value$13.1M (-$1.8M)
Filed 2026-11-04
Family Legacy Financial Solutions, LLC
INCREASED
Shares378,054 from 363,994
Change+14,060 (+4%)
Value$12.9M (-$559.1K)
Filed 2026-10-07
Valley National Advisers Inc
INCREASED
Shares373,445 from 365,440
Change+8,005 (+2%)
Value$12.7M (-$769.2K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares373,412 from 372,500
Change+912 (+0%)
Value$12.7M (-$1.0M)
Filed 2026-10-23
Missouri Trust & Investment Co
INCREASED
Shares357,857 from 356,528
Change+1,329 (+0%)
Value$12.2M (-$197.2K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares357,073 from 331,564
Change+25,509 (+8%)
Value$12.1M (-$77.2K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
DECREASED
Shares355,247 from 431,877
Change-76,630 (-18%)
Value$12.1M (-$3.8M)
Filed 2026-10-28
Lincoln Capital Corp
INCREASED
Shares350,280 from 349,323
Change+957 (+0%)
Value$11.9M (-$963.0K)
Filed 2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares349,163 from 345,912
Change+3,251 (+1%)
Value$11.9M (-$875.3K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares348,883 from 347,032
Change+1,851 (+1%)
Value$11.9M (-$926.0K)
Filed 2026-10-29
Alliance Wealth Management Group
DECREASED
Shares341,898 from 364,410
Change-22,512 (-6%)
Value$11.6M (-$1.8M)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares341,898 from 364,410
Change-22,512 (-6%)
Value$11.6M (-$1.8M)
Filed 2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares337,120 from 344,437
Change-7,317 (-2%)
Value$11.5M (-$1.2M)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares332,873 from 342,974
Change-10,101 (-3%)
Value$11.3M (-$1.3M)
Filed 2026-10-19
Nadler Financial Group, Inc.
DECREASED
Shares330,649 from 333,864
Change-3,215 (-1%)
Value$11.2M (-$1.1M)
Filed 2026-10-23
Milestone Investment Advisors LLC
DECREASED
Shares330,300 from 332,273
Change-1,973 (-1%)
Value$11.2M (-$1.0M)
Filed 2026-11-05
Omega Financial Group, LLC
DECREASED
Shares329,759 from 341,565
Change-11,806 (-3%)
Value$11.2M (-$1.4M)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares325,225 from 119,715
Change+205,510 (+172%)
Value$11.4M (+$7.1M)
Filed 2026-11-03
Black Diamond Financial, LLC
DECREASED
Shares319,295 from 323,221
Change-3,926 (-1%)
Value$10.9M (-$1.1M)
Filed 2026-10-26
Lee Financial Co
INCREASED
Shares317,302 from 317,055
Change+247 (+0%)
Value$10.8M (-$895.2K)
Filed 2026-10-16
Blue Square Asset Management, LLC
INCREASED
Shares316,354 from 312,299
Change+4,055 (+1%)
Value$10.8M (-$752.1K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares310,090 from 247,145
Change+62,945 (+25%)
Value$10.5M (+$1.4M)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares305,936 from 244,499
Change+61,437 (+25%)
Value$10.4M (+$1.4M)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares301,970 from 310,019
Change-8,049 (-3%)
Value$10.3M (-$1.2M)
Filed 2026-11-05
Gradient Capital Advisors, LLC
DECREASED
Shares296,458 from 300,477
Change-4,019 (-1%)
Value$10.1M (-$993.1K)
Filed 2026-10-21
Tiller Private Wealth, Inc.
DECREASED
Shares290,975 from 297,198
Change-6,223 (-2%)
Value$9.9M (-$1.1M)
Filed 2026-10-26
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares284,809 from 285,914
Change-1,105 (0%)
Value$9.7M (-$852.5K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares275,794 from 280,538
Change-4,744 (-2%)
Value$9.4M (-$960.9K)
Filed 2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares271,236 from 271,989
Change-753 (0%)
Value$9.2M (-$800.8K)
Filed 2026-10-06
Monetary Solutions, Ltd
DECREASED
Shares264,290 from 278,509
Change-14,219 (-5%)
Value$9.0M (-$1.3M)
Filed 2026-10-22
Cathy Pareto & Associates, Inc
INCREASED
Shares263,259 from 245,233
Change+18,026 (+7%)
Value$9.0M (-$85.7K)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares259,927 from 289,077
Change-29,150 (-10%)
Value$8.9K (-$10.6M)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares256,510 from 259,931
Change-3,421 (-1%)
Value$8.7M (-$857.2K)
Filed 2026-10-15
White Pine Investment Co
INCREASED
Shares254,723 from 250,309
Change+4,414 (+2%)
Value$8.7K (-$9.2M)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
DECREASED
Shares254,045 from 322,842
Change-68,797 (-21%)
Value$8.6M (-$3.3M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares252,736 from 243,170
Change+9,566 (+4%)
Value$8.6M (-$367.6K)
Filed 2026-10-22
Gill Capital Partners, LLC
INCREASED
Shares252,073 from 242,964
Change+9,109 (+4%)
Value$8.6M (-$382.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares249,930 from 306,181
Change-56,251 (-18%)
Value$8.5M (-$2.8M)
Filed 2026-11-02
James J. Burns & Company, LLC
DECREASED
Shares240,244 from 242,813
Change-2,569 (-1%)
Value$8.2M (-$779.4K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED
Shares228,224 from 208,299
Change+19,925 (+10%)
Value$7.8M (+$84.2K)
Filed 2026-10-23
New York Life Investment Management LLC
NEW
Shares224,611
Change+224,611
Value$7.6M
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares217,566 from 221,801
Change-4,235 (-2%)
Value$7.4M (-$776.2K)
Filed 2026-10-07
McCarthy Asset Management, Inc.
DECREASED
Shares217,566 from 219,273
Change-1,707 (-1%)
Value$7.4M (-$683.0K)
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares216,716 from 216,525
Change+191 (+0%)
Value$7.4M (-$610.6K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares215,083 from 209,937
Change+5,146 (+2%)
Value$7.3M (-$423.2K)
Filed 2026-11-04
Peterson Wealth Advisors, LLC
DECREASED
Shares213,466 from 216,238
Change-2,772 (-1%)
Value$7.3M (-$710.6K)
Filed 2026-10-08
Stevens Capital Partners
INCREASED
Shares208,568 from 180,479
Change+28,089 (+16%)
Value$7.1M (+$441.2K)
Filed 2026-10-29
OxenFree Capital LLC
INCREASED
Shares208,478 from 195,751
Change+12,727 (+7%)
Value$7.3M (+$316.7K)
Filed 2026-10-07
AdvisorNet Financial, Inc
INCREASED
Shares208,052 from 195,674
Change+12,378 (+6%)
Value$7.1M (-$126.2K)
Filed 2026-10-15
Sterling Manor Financial, LLC
NEW
Shares206,954
Change+206,954
Value$7.0M
Filed 2026-10-21
Reston Wealth Management LLC
INCREASED
Shares200,514 from 189,848
Change+10,666 (+6%)
Value$6.8M (-$178.2K)
Filed 2026-10-29
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares198,697 from 199,216
Change-519 (0%)
Value$6.8M (-$585.4K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares197,194 from 194,841
Change+2,353 (+1%)
Value$6.7M (-$475.2K)
Filed 2026-10-13
Jacobi Capital Management LLC
DECREASED
Shares196,825 from 208,010
Change-11,185 (-5%)
Value$6.7M (-$973.3K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares195,504 from 348,047
Change-152,543 (-44%)
Value$6.7M (-$6.2M)
Filed 2026-10-23
Newton One Investments LLC
INCREASED
Shares191,360 from 190,390
Change+970 (+1%)
Value$6.5M (-$509.6K)
Filed 2026-10-14
Powers Advisory Group, LLC
INCREASED
Shares191,018 from 181,741
Change+9,277 (+5%)
Value$6.5M (-$202.4K)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares190,005 from 165,405
Change+24,600 (+15%)
Value$6.6M (+$780.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares190,005 from 165,405
Change+24,600 (+15%)
Value$6.6M (+$780.5K)
Filed 2026-10-20
Gleason Group, Inc.
INCREASED
Shares189,341 from 186,311
Change+3,030 (+2%)
Value$6.4M (-$427.9K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares188,814 from 196,201
Change-7,387 (-4%)
Value$6.4M (-$810.5K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares187,420 from 179,442
Change+7,978 (+4%)
Value$6.4M (-$240.0K)
Filed 2026-11-04
Mengis Capital Management, Inc.
INCREASED
Shares185,330 from 174,436
Change+10,894 (+6%)
Value$6.3M (-$126.5K)
Filed 2026-10-13
Creekside Partners
INCREASED
Shares182,335 from 180,813
Change+1,522 (+1%)
Value$6.2M (-$463.5K)
Filed 2026-11-04
Compass Financial Group, Inc
INCREASED
Shares174,726 from 128,549
Change+46,177 (+36%)
Value$5.9M (+$1.2M)
Filed 2026-10-13
CX Institutional
DECREASED
Shares170,694 from 172,713
Change-2,019 (-1%)
Value$5.8K (-$561)
Filed 2026-10-02
Moneywise, Inc.
DECREASED
Shares167,897 from 184,056
Change-16,159 (-9%)
Value$5.7M (-$1.1M)
Filed 2026-10-30
TMB Capital Partners, LLC
INCREASED
Shares167,738 from 166,131
Change+1,607 (+1%)
Value$5.7M (-$418.8K)
Filed 2026-10-20
MFA Wealth Advisors, LLC
NEW
Shares159,092
Change+159,092
Value$5.4M
Filed 2026-10-07
Capital Planning LLC
DECREASED
Shares155,877 from 159,435
Change-3,558 (-2%)
Value$5.3M (-$575.4K)
Filed 2026-10-09
TD Private Client Wealth LLC
INCREASED
Shares154,907 from 130,818
Change+24,089 (+18%)
Value$5.3M (+$446.7K)
Filed 2026-10-28
Schaeffer Financial LLC
INCREASED
Shares151,344 from 142,468
Change+8,876 (+6%)
Value$5.1M (-$104.1K)
Filed 2026-10-23
Steele Capital Management, Inc.
UNCHANGED
Shares151,201 from 151,201
Change0 (0%)
Value$5.1M (-$430.9K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED
Shares149,196 from 149,532
Change-336 (0%)
Value$5.1M (-$437.6K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares147,541 from 142,630
Change+4,911 (+3%)
Value$5.0M (-$239.4K)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares146,920 from 894
Change+146,026 (+16334%)
Value$5.0M (+$5.0M)
Filed 2026-10-15
Columbus Macro, LLC
DECREASED
Shares142,501 from 144,728
Change-2,227 (-2%)
Value$4.8M (-$488.2K)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares139,283 from 133,472
Change+5,811 (+4%)
Value$4.7M (-$182.7K)
Filed 2026-11-03
Birchbrook, Inc.
DECREASED
Shares139,158 from 145,601
Change-6,443 (-4%)
Value$4.7M (-$634.2K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
DECREASED
Shares138,189 from 139,747
Change-1,558 (-1%)
Value$4.7M (-$451.3K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED
Shares135,196 from 139,483
Change-4,287 (-3%)
Value$4.6M (-$543.4K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED
Shares135,190 from 136,573
Change-1,383 (-1%)
Value$4.6M (-$436.3K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares134,902 from 133,825
Change+1,077 (+1%)
Value$4.6M (-$344.8K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares134,763 from 131,918
Change+2,845 (+2%)
Value$4.6M (-$279.2K)
Filed 2026-10-23
Code Waechter LLC
DECREASED
Shares134,060 from 135,742
Change-1,682 (-1%)
Value$4.6M (-$444.1K)
Filed 2026-10-23
Selby Wealth Management, LLC
DECREASED
Shares133,765 from 142,683
Change-8,918 (-6%)
Value$4.6M (-$710.0K)
Filed 2026-10-16
Downshift Financial, LLC
DECREASED
Shares131,317 from 159,804
Change-28,487 (-18%)
Value$4.5M (-$1.4M)
Filed 2026-10-13
Arcataur Capital Management LLC
DECREASED
Shares130,894 from 131,888
Change-994 (-1%)
Value$4.5M (-$409.7K)
Filed 2026-10-21
Valpey Financial Services, LLC
DECREASED
Shares128,676 from 129,972
Change-1,296 (-1%)
Value$4.4M (-$414.5K)
Filed 2026-10-30
Acorn Wealth Advisors, LLC
DECREASED
Shares128,430 from 129,490
Change-1,060 (-1%)
Value$4.4M (-$405.1K)
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares126,247 from 128,359
Change-2,112 (-2%)
Value$4.3M (-$437.7K)
Filed 2026-10-23
Family Investment Center, Inc.
DECREASED
Shares124,412 from 144,342
Change-19,930 (-14%)
Value$4.2M (-$1.1M)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares124,021 from 128,429
Change-4,408 (-3%)
Value$4.2M (-$516.0K)
Filed 2026-10-23
CFG Wealth Management Services, Inc.
DECREASED
Shares122,628 from 140,332
Change-17,704 (-13%)
Value$4.2M (-$105.3K)
Filed 2026-10-21
St. Louis Trust Co
UNCHANGED
Shares122,547 from 122,547
Change0 (0%)
Value$4.2M (-$10.2M)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares120,729 from 137,619
Change-16,890 (-12%)
Value$4.1M (-$966.8K)
Filed 2026-11-03
Nicollet Investment Management, Inc.
DECREASED
Shares115,394 from 115,548
Change-154 (0%)
Value$3.9K (-$4.3M)
Filed 2026-10-14
Livet Wealth, LLC
INCREASED
Shares114,762 from 112,804
Change+1,958 (+2%)
Value$3.9M (-$254.9K)
Filed 2026-10-27
Richardson Capital Management LLC
DECREASED
Shares112,627 from 117,984
Change-5,357 (-5%)
Value$3.8M (-$518.5K)
Filed 2026-10-23
Enclave Advisors LLC
DECREASED
Shares111,972 from 167,608
Change-55,636 (-33%)
Value$3.8M (-$2.4M)
Filed 2026-10-14
Waterfront Wealth Inc.
INCREASED
Shares111,626 from 106,985
Change+4,641 (+4%)
Value$3.9M (+$31.4K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares111,193 from 110,193
Change+1,000 (+1%)
Value$3.8M (-$280.0K)
Filed 2026-11-02
Councilor Wealth, LLC
DECREASED
Shares111,153 from 115,113
Change-3,960 (-3%)
Value$3.8M (-$462.8K)
Filed 2026-10-09
Pinnacle Associates LTD
DECREASED
Shares110,535 from 110,921
Change-386 (0%)
Value$3.8M (-$329.2K)
Filed 2026-10-20
Meitav Investment House LTD
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$3.7M (-$313.5K)
Filed 2026-10-28
Villere ST Denis J & Co LLC
INCREASED
Shares109,535 from 88,281
Change+21,254 (+24%)
Value$3.7M (+$471.5K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares106,789 from 105,577
Change+1,212 (+1%)
Value$3.6M (-$259.7K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares106,085 from 106,475
Change-390 (0%)
Value$3.6M (-$316.7K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares104,786
Change+104,786
Value$3.6M
Filed 2026-10-21
Wealth Group Ltd
INCREASED
Shares102,182 from 102,166
Change+16 (+0%)
Value$3.5M (-$234.4K)
Filed 2026-10-07
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares100,994 from 102,844
Change-1,850 (-2%)
Value$3.4M (-$356.0K)
Filed 2026-10-16
McAdam, LLC
DECREASED
Shares100,518 from 103,573
Change-3,055 (-3%)
Value$3.4M (-$399.1K)
Filed 2026-10-21
John Boyer, Inc.
DECREASED
Shares99,610 from 100,330
Change-720 (-1%)
Value$3.4M (-$310.4K)
Filed 2026-10-27
Prentice Wealth Management LLC
DECREASED
Shares99,545 from 106,234
Change-6,689 (-6%)
Value$3.4M (-$530.3K)
Filed 2026-10-20
Blankinship & Foster, LLC
DECREASED
Shares99,287 from 100,599
Change-1,312 (-1%)
Value$3.4M (-$331.3K)
Filed 2026-10-19
Everhart Financial Group, Inc.
DECREASED
Shares97,785 from 98,643
Change-858 (-1%)
Value$3.3M (-$310.3K)
Filed 2026-10-08
Boltwood Capital Management
INCREASED
Shares97,571 from 96,784
Change+787 (+1%)
Value$3.3M (-$249.1K)
Filed 2026-10-02
Vise Technologies, Inc.
INCREASED
Shares95,526 from 94,907
Change+619 (+1%)
Value$3.2M (-$249.4K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
DECREASED
Shares91,991 from 94,251
Change-2,260 (-2%)
Value$3.1M (-$345.5K)
Filed 2026-10-23
Carolina Wealth Management Inc
INCREASED
Shares91,395 from 88,755
Change+2,640 (+3%)
Value$3.1M (-$163.1K)
Filed 2026-10-29
LifeSteps Financial, Inc.
DECREASED
Shares89,983 from 94,401
Change-4,418 (-5%)
Value$3.1M (-$419.3K)
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares86,807 from 87,301
Change-494 (-1%)
Value$3.0M (-$265.6K)
Filed 2026-10-22
Cdkv Holdings LLC
INCREASED
Shares86,624 from 86,145
Change+479 (+1%)
Value$2.9M (-$229.2K)
Filed 2026-10-28
Sentinel Pension Advisors, LLC
INCREASED
Shares85,735 from 85,594
Change+141 (+0%)
Value$2.9M (-$78.2K)
Filed 2026-11-02
Providence First Trust Co
DECREASED
Shares85,493 from 115,826
Change-30,333 (-26%)
Value$2.9M (-$1.4M)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares84,000 from 84,000
Change0 (0%)
Value$2.9K (-$3.1M)
Filed 2026-11-05
Mather Group, Llc.
DECREASED
Shares83,221 from 85,283
Change-2,062 (-2%)
Value$2.8M (-$313.2K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares82,731 from 82,545
Change+186 (+0%)
Value$2.8M (-$228.9K)
Filed 2026-10-21
Burkett Financial Services, LLC
DECREASED
Shares80,975 from 83,126
Change-2,151 (-3%)
Value$2.8M (-$310.1K)
Filed 2026-10-01
Wealthcare Advisory Partners LLC
INCREASED
Shares78,268 from 76,252
Change+2,016 (+3%)
Value$2.7M (-$148.7K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED
Shares78,198 from 78,183
Change+15 (+0%)
Value$2.7M (-$222.3K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
DECREASED
Shares78,131 from 79,541
Change-1,410 (-2%)
Value$2.7K (-$275)
Filed 2026-10-13
Dorato Capital Management
INCREASED
Shares76,032 from 74,355
Change+1,677 (+2%)
Value$2.6M (-$50.2K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares75,885 from 75,585
Change+300 (+0%)
Value$2.6M (-$205.2K)
Filed 2026-10-30
Marquette Asset Management, LLC
DECREASED
Shares75,304 from 80,271
Change-4,967 (-6%)
Value$2.6M (-$397.7K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares75,228 from 76,536
Change-1,308 (-2%)
Value$2.6M (-$262.6K)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
DECREASED
Shares74,568 from 76,573
Change-2,005 (-3%)
Value$2.5M (-$286.5K)
Filed 2026-10-13
FF Advisors,LLC
INCREASED
Shares73,826 from 58,884
Change+14,942 (+25%)
Value$2.5M (+$340.5K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares73,280 from 75,599
Change-2,319 (-3%)
Value$2.5M (-$189.2K)
Filed 2026-10-13
Econ Financial Services Corp
DECREASED
Shares72,348 from 75,110
Change-2,762 (-4%)
Value$2.5M (-$308.0K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares71,591 from 68,550
Change+3,041 (+4%)
Value$2.4M (-$91.9K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares71,246 from 69,814
Change+1,432 (+2%)
Value$2.5M (-$115.3K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares70,719 from 69,782
Change+937 (+1%)
Value$2.4M (-$167.0K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares70,676 from 66,804
Change+3,872 (+6%)
Value$2.4M (-$58.7K)
Filed 2026-11-04
Envision Financial LLC
DECREASED
Shares70,620 from 89,605
Change-18,985 (-21%)
Value$2.4M (-$901.2K)
Filed 2026-10-15
Values Added Financial LLC
DECREASED
Shares70,511 from 78,475
Change-7,964 (-10%)
Value$2.4M (-$494.6K)
Filed 2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED
Shares68,574 from 68,648
Change-74 (0%)
Value$2.3M (-$198.2K)
Filed 2026-10-30
Asset Advisors Investment Management, LLC
DECREASED
Shares68,444 from 68,902
Change-458 (-1%)
Value$2.3M (-$212.0K)
Filed 2026-10-19
SWS Partners
DECREASED
Shares68,402 from 70,103
Change-1,701 (-2%)
Value$2.3M (-$257.6K)
Filed 2026-10-26
May Hill Capital, LLC
DECREASED
Shares68,033 from 68,572
Change-539 (-1%)
Value$2.3M (-$213.8K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
DECREASED
Shares67,549 from 71,816
Change-4,267 (-6%)
Value$2.3M (-$349.9K)
Filed 2026-10-06
Venture Visionary Partners LLC
INCREASED
Shares66,587 from 65,448
Change+1,139 (+2%)
Value$2.3M (-$147.8K)
Filed 2026-10-07
Bensler, LLC
DECREASED
Shares65,866 from 66,120
Change-254 (0%)
Value$2.2M (-$197.1K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares65,602 from 67,057
Change-1,455 (-2%)
Value$2.2M (-$240.6K)
Filed 2026-11-05
Madison Park Capital Advisors, LLC
INCREASED
Shares65,315 from 65,084
Change+231 (+0%)
Value$2.2M (-$177.6K)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares65,011 from 65,011
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-06
KCM Investment Advisors LLC
UNCHANGED
Shares63,459 from 63,459
Change0 (0%)
Value$2.2M (-$180.9K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares63,322 from 63,394
Change-72 (0%)
Value$2.2M (-$183.1K)
Filed 2026-11-03
Ironwood Financial, llc
DECREASED
Shares63,222 from 64,052
Change-830 (-1%)
Value$2.2M (-$115.4K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares62,253 from 59,226
Change+3,027 (+5%)
Value$2.1M (-$65.8K)
Filed 2026-10-08
Busey Bank
INCREASED
Shares61,526 from 9,936
Change+51,590 (+519%)
Value$2.1M (+$1.7M)
Filed 2026-10-26
Opal Wealth Advisors, LLC
DECREASED
Shares60,601 from 61,246
Change-645 (-1%)
Value$2.1M (-$196.5K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares60,136 from 63,765
Change-3,629 (-6%)
Value$2.0M (-$305.2K)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares60,057 from 64,454
Change-4,397 (-7%)
Value$2.0M (-$333.3K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares59,788 from 59,779
Change+9 (+0%)
Value$2.0M (-$170.1K)
Filed 2026-10-15
Alliance Private Wealth, LLC
DECREASED
Shares59,039 from 61,493
Change-2,454 (-4%)
Value$2.0M (-$258.7K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
DECREASED
Shares59,037 from 59,073
Change-36 (0%)
Value$2.0M (-$169.6K)
Filed 2026-10-22
NBZ Investment Advisors LLC
INCREASED
Shares58,235 from 58,113
Change+122 (+0%)
Value$2.0M (-$161.5K)
Filed 2026-10-30
Amicus Financial Advisors, LLC
INCREASED
Shares57,992 from 57,609
Change+383 (+1%)
Value$2.0M (-$151.2K)
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares57,885 from 73,799
Change-15,914 (-22%)
Value$2.0M (-$751.7K)
Filed 2026-10-13
Integrated Capital Management, LLC
INCREASED
Shares57,269 from 57,189
Change+80 (+0%)
Value$1.9M (-$160.3K)
Filed 2026-10-23
Sunburst Financial Group, LLC
INCREASED
Shares57,249 from 56,858
Change+391 (+1%)
Value$1.9M (-$148.7K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
DECREASED
Shares56,996 from 57,375
Change-379 (-1%)
Value$1.9M (-$176.4K)
Filed 2026-11-03
Colorado Capital Management, Inc.
DECREASED
Shares56,943 from 60,877
Change-3,934 (-6%)
Value$1.9K (-$308)
Filed 2026-10-15
Cambridge Advisors Inc.
DECREASED
Shares56,900 from 57,089
Change-189 (0%)
Value$1.9M (-$169.1K)
Filed 2026-10-19
Fagan Associates, Inc.
DECREASED
Shares55,994 from 56,843
Change-849 (-1%)
Value$1.9M (-$190.9K)
Filed 2026-10-13
Cassilly Financial Group LLC
INCREASED
Shares55,770 from 45,334
Change+10,436 (+23%)
Value$1.9M (+$225.8K)
Filed 2026-10-07
Collective Family Office LLC
DECREASED
Shares55,287 from 55,883
Change-596 (-1%)
Value$1.9M (-$179.5K)
Filed 2026-10-05
ETF Store, Inc.
INCREASED
Shares54,494 from 54,302
Change+192 (+0%)
Value$1.9M (-$148.2K)
Filed 2026-10-19
LTG Capital LLC
INCREASED
Shares54,262 from 54,146
Change+116 (+0%)
Value$1.8M (-$150.4K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares54,150 from 57,098
Change-2,948 (-5%)
Value$1.8M (-$263.0K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares53,010 from 54,231
Change-1,221 (-2%)
Value$1.8M (-$196.1K)
Filed 2026-10-16
OFS Enterprise LLC
DECREASED
Shares52,332 from 53,510
Change-1,178 (-2%)
Value$1.8M (-$192.6K)
Filed 2026-10-16
Seek First Inc.
DECREASED
Shares52,146 from 52,854
Change-708 (-1%)
Value$1.8M (-$174.7K)
Filed 2026-10-27
Long Island Wealth Management, Inc.
INCREASED
Shares51,467 from 51,456
Change+11 (+0%)
Value$1.8M (-$146.3K)
Filed 2026-10-20
GuidedMoney, LLC
UNCHANGED
Shares51,435 from 51,435
Change0 (0%)
Value$1.7M (-$146.6K)
Filed 2026-10-29
K2 Financial Inc.
INCREASED
Shares51,304 from 48,512
Change+2,792 (+6%)
Value$1.8M (+$19.7K)
Filed 2026-10-26
North Forty Two & Co.
DECREASED
Shares51,206 from 51,501
Change-295 (-1%)
Value$1.7M (-$156.8K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares50,572 from 50,385
Change+187 (+0%)
Value$1.7M (-$137.6K)
Filed 2026-11-05
Savior LLC
INCREASED
Shares49,733 from 48,439
Change+1,294 (+3%)
Value$1.7M (-$94.0K)
Filed 2026-10-13
RCW Management, LLC
DECREASED
Shares48,886 from 49,725
Change-839 (-2%)
Value$1.7M (-$170.2K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares48,694 from 45,430
Change+3,264 (+7%)
Value$1.7M (-$18.4K)
Filed 2026-10-13
S.A. Mason LLC
DECREASED
Shares48,543 from 49,143
Change-600 (-1%)
Value$1.7M (-$160.5K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
INCREASED
Shares48,461 from 42,803
Change+5,658 (+13%)
Value$1.6M (+$70.5K)
Filed 2026-11-05
Arkansas Financial Group, Inc.
UNCHANGED
Shares48,291 from 48,291
Change0 (0%)
Value$1.6M (-$137.6K)
Filed 2026-10-26
Bfsg, LLC
DECREASED
Shares47,972 from 50,677
Change-2,705 (-5%)
Value$1.6M (-$236.4K)
Filed 2026-10-30
Legacy Bridge, LLC
UNCHANGED
Shares47,816 from 47,816
Change0 (0%)
Value$1.6M (-$136.3K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED
Shares47,235 from 49,302
Change-2,067 (-4%)
Value$1.6M (-$210.8K)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares47,087 from 47,038
Change+49 (+0%)
Value$1.6M (-$132.4K)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
INCREASED
Shares46,407 from 40,617
Change+5,790 (+14%)
Value$1.6M (+$114.2K)
Filed 2026-10-29
Single Point Partners, LLC
INCREASED
Shares45,970 from 41,502
Change+4,468 (+11%)
Value$1.6M (+$33.7K)
Filed 2026-10-19
Thrive Wealth Management, LLC
INCREASED
Shares45,268 from 45,112
Change+156 (+0%)
Value$1.5M (-$123.3K)
Filed 2026-10-13
Capital Advantage, Inc.
DECREASED
Shares44,800 from 47,977
Change-3,177 (-7%)
Value$1.5M (-$244.8K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares43,701 from 41,851
Change+1,850 (+4%)
Value$1.5M (-$56.3K)
Filed 2026-11-05
First Growth Capital LLC
DECREASED
Shares43,407 from 45,486
Change-2,079 (-5%)
Value$1.5M (-$200.4K)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares43,111 from 43,514
Change-403 (-1%)
Value$1.5M (-$117.0K)
Filed 2026-10-20
Vision Capital Management, Inc.
DECREASED
Shares43,078 from 45,394
Change-2,316 (-5%)
Value$1.5M (-$208.2K)
Filed 2026-10-20
Sharkey, Howes & Javer
UNCHANGED
Shares42,518 from 42,518
Change0 (0%)
Value$1.4M (-$121.2K)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares42,472 from 42,299
Change+173 (+0%)
Value$1.4M (-$114.7K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED
Shares42,221 from 41,944
Change+277 (+1%)
Value$1.4M (-$110.1K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares42,210 from 42,210
Change0 (0%)
Value$1.4M (-$120.3K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
DECREASED
Shares42,046 from 44,731
Change-2,685 (-6%)
Value$1.4M (-$218.8K)
Filed 2026-10-13
WP Advisors, LLC
INCREASED
Shares41,556 from 41,401
Change+155 (+0%)
Value$1.4M (-$112.7K)
Filed 2026-10-22
Ifrah Financial Services, Inc.
DECREASED
Shares41,375 from 41,709
Change-334 (-1%)
Value$1.4M (-$130.2K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
INCREASED
Shares41,364 from 40,090
Change+1,274 (+3%)
Value$1.4M (-$70.9K)
Filed 2026-10-15
Leisure Capital Management
DECREASED
Shares40,662 from 41,977
Change-1,315 (-3%)
Value$1.4M (-$164.4K)
Filed 2026-11-03
Whipplewood Advisors, LLC
INCREASED
Shares40,590 from 39,709
Change+881 (+2%)
Value$1.4M (-$83.2K)
Filed 2026-10-20
ARK & TLK Investments, LLC
UNCHANGED
Shares40,291 from 40,291
Change0 (0%)
Value$1.4M (-$114.8K)
Filed 2026-10-20
Serenity Investment Advisors
DECREASED
Shares40,246 from 40,466
Change-220 (-1%)
Value$1.4M (-$94.1K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares39,831 from 30,281
Change+9,550 (+32%)
Value$1.4M (+$288.6K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares39,303 from 24,105
Change+15,198 (+63%)
Value$1.3M (+$448.3K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares39,249 from 38,117
Change+1,132 (+3%)
Value$1.3M (-$70.1K)
Filed 2026-10-01
Pegasus Asset Management, Inc.
INCREASED
Shares39,200 from 35,889
Change+3,311 (+9%)
Value$1.3M (+$10.4K)
Filed 2026-11-03
Squire Investment Management Company, LLC
UNCHANGED
Shares38,541 from 38,541
Change0 (0%)
Value$1.3M (-$109.8K)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares38,189 from 38,609
Change-420 (-1%)
Value$1.3M (-$124.3K)
Filed 2026-11-03
Jm2 Capital Inc.
INCREASED
Shares38,046 from 37,062
Change+984 (+3%)
Value$1.3M (-$72.2K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
DECREASED
Shares37,936 from 38,469
Change-533 (-1%)
Value$1.3M (-$127.8K)
Filed 2026-11-02
Fidelis iM, LLC
UNCHANGED
Shares37,542 from 37,542
Change0 (0%)
Value$1.3M (-$107.0K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
DECREASED
Shares37,481 from 38,065
Change-584 (-2%)
Value$1.3M (-$128.4K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares37,481 from 38,065
Change-584 (-2%)
Value$1.3M (-$128.4K)
Filed 2026-10-21
Greenwood Gearhart LLC
INCREASED
Shares37,465 from 36,175
Change+1,290 (+4%)
Value$1.3M (-$59.2K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares37,459 from 38,754
Change-1,295 (-3%)
Value$1.3M (-$154.5K)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares37,358 from 37,358
Change0 (0%)
Value$1.3M (-$106.5K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares37,260 from 37,126
Change+134 (+0%)
Value$1.3M (-$101.3K)
Filed 2026-10-22
First Pacific Financial
INCREASED
Shares37,178 from 37,054
Change+124 (+0%)
Value$1.3M (-$101.4K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares37,154 from 37,154
Change0 (0%)
Value$1.3M (-$105.9K)
Filed 2026-10-15
Sculati Wealth Management, LLC
DECREASED
Shares37,131 from 37,191
Change-60 (0%)
Value$1.3M (-$19.9K)
Filed 2026-10-19
MBA Advisors LLC
DECREASED
Shares36,963 from 39,680
Change-2,717 (-7%)
Value$1.3M (-$205.5K)
Filed 2026-10-29
Orca Investment Management, LLC
DECREASED
Shares36,575 from 36,637
Change-62 (0%)
Value$1.2M (-$106.5K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares36,526 from 36,114
Change+412 (+1%)
Value$1.2M (-$88.9K)
Filed 2026-11-04
Shearwater Capital LLC
UNCHANGED
Shares36,275 from 36,275
Change0 (0%)
Value$1.2M (-$103.4K)
Filed 2026-10-13
John W. Brooker & Co., CPAs
DECREASED
Shares35,877 from 36,643
Change-766 (-2%)
Value$1.2M (-$130.5K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares35,826 from 30,378
Change+5,448 (+18%)
Value$1.2M (+$98.8K)
Filed 2026-11-03
Great Waters Wealth Management
DECREASED
Shares35,389 from 35,598
Change-209 (-1%)
Value$1.2M (-$108.6K)
Filed 2026-10-07
Clear Point Advisors Inc.
INCREASED
Shares35,273 from 34,387
Change+886 (+3%)
Value$1.2M (-$67.8K)
Filed 2026-10-30
Manchester Financial Inc
DECREASED
Shares35,201 from 35,481
Change-280 (-1%)
Value$1.2M (-$110.6K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
DECREASED
Shares35,178 from 35,276
Change-98 (0%)
Value$1.2M (-$103.9K)
Filed 2026-10-20
AMG National Trust Bank
UNCHANGED
Shares34,650 from 34,650
Change0 (0%)
Value$1.2M (-$98.8K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares34,301 from 33,687
Change+614 (+2%)
Value$1.2M (-$75.1K)
Filed 2026-10-19
Tenret Co LLC
NEW
Shares34,073
Change+34,073
Value$1.2M
Filed 2026-11-02
Crescent Sterling, Ltd.
DECREASED
Shares33,988 from 35,156
Change-1,168 (-3%)
Value$1.2M (-$139.9K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares33,896 from 32,561
Change+1,335 (+4%)
Value$1.2M (-$47.4K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares33,194 from 32,906
Change+288 (+1%)
Value$1.1M (-$84.0K)
Filed 2026-10-07
James Investment Research, Inc.
INCREASED
Shares33,163 from 32,384
Change+779 (+2%)
Value$1.1M (-$65.8K)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares32,724 from 28,131
Change+4,593 (+16%)
Value$1.1M (+$76.1K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares32,628 from 32,187
Change+441 (+1%)
Value$1.1M (-$76.7K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares32,473 from 32,823
Change-350 (-1%)
Value$1.1M (-$105.5K)
Filed 2026-10-21
Third View Private Wealth, LLC
NEW
Shares32,037
Change+32,037
Value$1.1M
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares31,525 from 28,486
Change+3,039 (+11%)
Value$1.1M (+$22.2K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares31,100 from 29,509
Change+1,591 (+5%)
Value$1.1M (-$30.0K)
Filed 2026-11-03
Red Mountain Financial, LLC
DECREASED
Shares30,192 from 30,547
Change-355 (-1%)
Value$1.0M (-$99.2K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares30,175 from 16,309
Change+13,866 (+85%)
Value$1.0M (+$425.3K)
Filed 2026-10-16
Heritage Family Offices, LLP
INCREASED
Shares30,146 from 30,143
Change+3 (+0%)
Value$1.0M (-$85.8K)
Filed 2026-11-02
Five Pine Wealth Management
DECREASED
Shares30,006 from 30,382
Change-376 (-1%)
Value$1.0M (-$99.4K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
DECREASED
Shares29,887 from 30,119
Change-232 (-1%)
Value$1.0M (-$93.7K)
Filed 2026-10-16
Ironwood Wealth Management, Llc.
INCREASED
Shares29,857 from 27,189
Change+2,668 (+10%)
Value$1.0M (+$13.3K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares29,246 from 28,424
Change+822 (+3%)
Value$995.0K (-$53.0K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
DECREASED
Shares29,231 from 29,490
Change-259 (-1%)
Value$994.5K (-$92.8K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares28,948 from 28,948
Change0 (0%)
Value$984.8K (-$82.5K)
Filed 2026-10-16
Rede Wealth, LLC
DECREASED
Shares28,630 from 29,589
Change-959 (-3%)
Value$974.0K (-$117.0K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares28,408 from 28,746
Change-338 (-1%)
Value$965.2K (-$94.7K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares27,968 from 22,147
Change+5,821 (+26%)
Value$951.5K (+$134.9K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares27,919 from 27,911
Change+8 (+0%)
Value$949.8K (-$79.3K)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares27,892 from 27,891
Change+1 (0%)
Value$948.9K (-$79.5K)
Filed 2026-11-04
Visionary Horizons, LLC
INCREASED
Shares27,646 from 25,883
Change+1,763 (+7%)
Value$940.5K (-$13.8K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares27,159 from 34,453
Change-7,294 (-21%)
Value$923.9K (-$346.3K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
INCREASED
Shares27,024 from 25,901
Change+1,123 (+4%)
Value$919.4K (-$35.6K)
Filed 2026-10-08
Midwest Trust Co
INCREASED
Shares26,899 from 19,109
Change+7,790 (+41%)
Value$915.1K (+$210.6K)
Filed 2026-10-22
West Paces Advisors Inc.
DECREASED
Shares26,882 from 27,546
Change-664 (-2%)
Value$914.5K (-$101.1K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares26,587 from 24,990
Change+1,597 (+6%)
Value$904.5K (-$16.9K)
Filed 2026-10-09
Armor Investment Advisors, LLC
UNCHANGED
Shares26,199 from 26,199
Change0 (0%)
Value$891.3K (-$74.7K)
Filed 2026-10-27
Aurora Private Wealth, Inc.
INCREASED
Shares26,063 from 25,542
Change+521 (+2%)
Value$887 (-$941.1K)
Filed 2026-10-20
Asset One Wealth Management LLC
INCREASED
Shares25,802 from 25,247
Change+555 (+2%)
Value$877.8K (-$15.5K)
Filed 2026-11-02
Arista Wealth Management, LLC
UNCHANGED
Shares25,040 from 25,040
Change0 (0%)
Value$851.9K (-$71.4K)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares24,895 from 24,623
Change+272 (+1%)
Value$846.9K (-$61.0K)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
DECREASED
Shares24,639 from 24,845
Change-206 (-1%)
Value$838.2K (-$77.8K)
Filed 2026-10-05
Genesee Capital Advisors, LLC
INCREASED
Shares24,461 from 24,370
Change+91 (+0%)
Value$832.2K (-$66.3K)
Filed 2026-10-20
Sims Investment Management, LLC
UNCHANGED
Shares24,180 from 24,180
Change0 (0%)
Value$822.6K (-$68.9K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares23,997 from 22,051
Change+1,946 (+9%)
Value$824.6K (+$41.1K)
Filed 2026-10-08
Hendershot Investments Inc.
INCREASED
Shares23,947 from 23,679
Change+268 (+1%)
Value$814.7K (-$58.4K)
Filed 2026-11-05
Eley Financial Management, Inc
DECREASED
Shares23,775 from 24,077
Change-302 (-1%)
Value$808.8K (-$78.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares23,749 from 29,638
Change-5,889 (-20%)
Value$807.9K (-$284.8K)
Filed 2026-11-05
Cooper S Advisors, LLC
INCREASED
Shares23,616 from 23,548
Change+68 (+0%)
Value$803.4K (-$64.8K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares23,516 from 23,472
Change+44 (+0%)
Value$800.0K (-$65.4K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares23,431 from 23,731
Change-300 (-1%)
Value$797.1K (-$52.7K)
Filed 2026-10-07
Zenith Solutions, Inc.
INCREASED
Shares22,983 from 21,728
Change+1,255 (+6%)
Value$781.9K (-$19.2K)
Filed 2026-10-19
Financial Consulate, Inc
DECREASED
Shares22,917 from 23,044
Change-127 (-1%)
Value$779.6K (-$70.0K)
Filed 2026-10-23
Evermay Wealth Management LLC
DECREASED
Shares22,534 from 22,639
Change-105 (0%)
Value$766.6K (-$68.1K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares22,040 from 23,058
Change-1,018 (-4%)
Value$749.8K (-$100.3K)
Filed 2026-10-14
Biltmore Family Office, LLC
UNCHANGED
Shares22,005 from 22,005
Change0 (0%)
Value$748.6K (-$62.7K)
Filed 2026-11-03
Diversified Management Inc
UNCHANGED
Shares21,903 from 21,903
Change0 (0%)
Value$745.1K (-$62.4K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares21,671 from 21,499
Change+172 (+1%)
Value$737.2K (-$55.4K)
Filed 2026-10-26
JBR Co Financial Management Inc
UNCHANGED
Shares21,401 from 21,401
Change0 (0%)
Value$778.1K (-$10.9K)
Filed 2026-10-13
TPG Advisors LLC
INCREASED
Shares21,334 from 21,234
Change+100 (+0%)
Value$725.8K (-$57.1K)
Filed 2026-10-16
Pinkerton Wealth, LLC
INCREASED
Shares21,222 from 21,181
Change+41 (+0%)
Value$722.0K (+$66.2K)
Filed 2026-10-29
Cooksen Wealth, LLC
INCREASED
Shares21,121 from 20,951
Change+170 (+1%)
Value$731.8K (-$40.6K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares20,971 from 21,102
Change-131 (-1%)
Value$713.4K (-$64.6K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
DECREASED
Shares20,890 from 22,962
Change-2,072 (-9%)
Value$710.7K (-$135.9K)
Filed 2026-10-13
Leverty Financial Group, LLC
DECREASED
Shares20,887 from 21,540
Change-653 (-3%)
Value$710.6K (-$83.6K)
Filed 2026-10-08
Greenleaf Trust
UNCHANGED
Shares20,749 from 20,749
Change0 (0%)
Value$705.9K (-$59.1K)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
DECREASED
Shares20,084 from 22,910
Change-2,826 (-12%)
Value$683.3K (-$161.4K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares20,025 from 17,946
Change+2,079 (+12%)
Value$681.3K (+$19.6K)
Filed 2026-10-27
Harfst & Associates, Inc.
UNCHANGED
Shares19,946 from 19,946
Change0 (0%)
Value$678.6K (-$56.8K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares19,877 from 19,926
Change-49 (0%)
Value$676.2K (-$58.5K)
Filed 2026-10-29
Continuum Wealth Advisors, LLC
UNCHANGED
Shares19,849 from 19,849
Change0 (0%)
Value$675.3K (-$56.6K)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED
Shares19,815 from 19,856
Change-41 (0%)
Value$674.1K (-$58.0K)
Filed 2026-10-29
Aspen Investment Management Inc
INCREASED
Shares19,607 from 19,604
Change+3 (+0%)
Value$667 (-$56)
Filed 2026-11-05
Tranquility Partners, LLC
UNCHANGED
Shares19,522 from 19,522
Change0 (0%)
Value$664.1K (-$55.6K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares19,478 from 26,368
Change-6,890 (-26%)
Value$680.5K (-$292.1K)
Filed 2026-11-04
Cottage Street Advisors LLC
INCREASED
Shares19,291 from 11,405
Change+7,886 (+69%)
Value$656.3K (+$235.8K)
Filed 2026-10-19
CMH Wealth Management LLC
DECREASED
Shares19,140 from 20,640
Change-1,500 (-7%)
Value$651.1K (-$109.9K)
Filed 2026-10-22
Stordahl Capital Management, Inc.
UNCHANGED
Shares19,007 from 19,007
Change0 (0%)
Value$646.6K (-$54.2K)
Filed 2026-10-22
Asset Planning Services Inc
INCREASED
Shares18,641 from 18,541
Change+100 (+1%)
Value$634 (-$683.4K)
Filed 2026-10-15
Flavin Financial Services, Inc.
NEW
Shares18,630
Change+18,630
Value$633.8K
Filed 2026-10-21
Pachira Investments Inc.
INCREASED
Shares18,459 from 18,390
Change+69 (+0%)
Value$628.0K (-$50.1K)
Filed 2026-10-14
Equitable Trust Co
UNCHANGED
Shares18,304 from 18,304
Change0 (0%)
Value$622.7K (-$52.2K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares18,195 from 17,539
Change+656 (+4%)
Value$619.0K (-$27.7K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares18,140 from 16,008
Change+2,132 (+13%)
Value$617.1K (+$26.9K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares18,105 from 20,048
Change-1,943 (-10%)
Value$615.9K (-$123.2K)
Filed 2026-10-21
Twele Capital Management, Inc.
DECREASED
Shares18,103 from 18,181
Change-78 (0%)
Value$615.9K (-$54.5K)
Filed 2026-10-13
Mirador Capital Partners LP
INCREASED
Shares18,040 from 17,784
Change+256 (+1%)
Value$613.7K (-$42.0K)
Filed 2026-10-09
Watershed Private Wealth LLC
UNCHANGED
Shares17,967 from 17,967
Change0 (0%)
Value$611.2K (-$51.2K)
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares16,911 from 12,768
Change+4,143 (+32%)
Value$575.3K (+$104.5K)
Filed 2026-10-28
Motive Wealth Advisors
UNCHANGED
Shares16,854 from 16,854
Change0 (0%)
Value$573.4K (-$48.0K)
Filed 2026-10-26
Madden Securities Corp
INCREASED
Shares16,847 from 16,846
Change+1 (+0%)
Value$573.1K (-$48.0K)
Filed 2026-10-27
Vicus Capital
DECREASED
Shares16,757 from 17,424
Change-667 (-4%)
Value$570.1K (-$72.3K)
Filed 2026-11-05
International Private Wealth Advisors LLC
UNCHANGED
Shares16,662 from 16,662
Change0 (0%)
Value$566.8K (-$47.5K)
Filed 2026-11-05
CWC Advisors, Llc.
DECREASED
Shares16,556 from 17,055
Change-499 (-3%)
Value$563.2K (-$65.6K)
Filed 2026-10-15
LifePlan Financial, LLC
DECREASED
Shares16,489 from 18,117
Change-1,628 (-9%)
Value$568.4K (-$99.6K)
Filed 2026-10-13
Sima Wealth Partners, LLC
DECREASED
Shares16,430 from 24,418
Change-7,988 (-33%)
Value$559.0K (-$341.3K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares16,264 from 16,264
Change0 (0%)
Value$553.3K (-$46.4K)
Filed 2026-10-20
One Way Holdings LLC
UNCHANGED
Shares16,006 from 16,006
Change0 (0%)
Value$544.5K (-$45.6K)
Filed 2026-10-29
True Freedom Investing, LLC
INCREASED
Shares15,930 from 9,849
Change+6,081 (+62%)
Value$541.9K (+$237.0K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
NEW
Shares15,876
Change+15,876
Value$540.1K
Filed 2026-10-13
Vestment Financial LLC
INCREASED
Shares15,784 from 15,780
Change+4 (+0%)
Value$536.5K (-$28.7K)
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares15,727 from 15,683
Change+44 (+0%)
Value$535.0K (-$43.2K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares15,354 from 46,458
Change-31,104 (-67%)
Value$522.4K (-$1.2M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares15,125 from 12,075
Change+3,050 (+25%)
Value$514.5K (+$69.3K)
Filed 2026-10-30
Liberty Capital Management, Inc.
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$506.9K (-$42.5K)
Filed 2026-11-02
Selective Wealth Management, Inc.
DECREASED
Shares14,771 from 14,841
Change-70 (0%)
Value$510.4K (-$8.9K)
Filed 2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED
Shares14,586 from 14,057
Change+529 (+4%)
Value$496.2K (-$22.1K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares14,499 from 15,981
Change-1,482 (-9%)
Value$493.3K (-$96.0K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares14,477 from 14,476
Change+1 (+0%)
Value$492.5K (-$41.2K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
DECREASED
Shares14,453 from 14,570
Change-117 (-1%)
Value$491.7K (-$45.5K)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares14,373 from 14,297
Change+76 (+1%)
Value$489.0K (-$38.2K)
Filed 2026-11-05
Parkshore Wealth Management, Inc.
DECREASED
Shares14,279 from 15,055
Change-776 (-5%)
Value$485.8K (-$69.3K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares13,965 from 15,265
Change-1,300 (-9%)
Value$475.1K (-$87.7K)
Filed 2026-11-04
Washington Trust Co
UNCHANGED
Shares13,583 from 13,583
Change0 (0%)
Value$462.1K (-$38.7K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
NEW
Shares13,544
Change+13,544
Value$460.8K
Filed 2026-10-21
Whelan Financial
DECREASED
Shares13,392 from 13,742
Change-350 (-3%)
Value$455.6K (-$51.0K)
Filed 2026-10-28
Smithbridge Asset Management Inc
DECREASED
Shares13,361 from 18,654
Change-5,293 (-28%)
Value$454.5K (-$233.3K)
Filed 2026-10-19
D.B. Root & Company, LLC
DECREASED
Shares13,358 from 13,629
Change-271 (-2%)
Value$454.4K (-$48.1K)
Filed 2026-11-04
Park Capital Management, LLC / WI
DECREASED
Shares13,266 from 16,790
Change-3,524 (-21%)
Value$451.3K (-$167.7K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares13,220 from 9,759
Change+3,461 (+35%)
Value$449.7K (+$89.9K)
Filed 2026-10-26
Goldstein Advisors, LLC
UNCHANGED
Shares13,043 from 13,043
Change0 (0%)
Value$443.7K (-$37.2K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares12,986 from 13,881
Change-895 (-6%)
Value$441.8K (-$70.0K)
Filed 2026-10-30
Mitchell Capital Management Co
INCREASED
Shares12,983 from 12,577
Change+406 (+3%)
Value$441.7K (-$22.0K)
Filed 2026-10-29
Kagan Cocozza Asset Management
UNCHANGED
Shares12,848 from 12,848
Change0 (0%)
Value$437.1K (-$36.6K)
Filed 2026-10-19
Curtis Advisory Group, LLC
UNCHANGED
Shares12,653 from 12,653
Change0 (0%)
Value$430.5K (-$36.1K)
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares12,455 from 5,586
Change+6,869 (+123%)
Value$423.7K (+$217.8K)
Filed 2026-10-16
Tilia Fiduciary Partners, Inc.
INCREASED
Shares12,431 from 12,375
Change+56 (+0%)
Value$422.9K (-$33.4K)
Filed 2026-10-09
Firestone Capital Management
DECREASED
Shares12,388 from 12,400
Change-12 (0%)
Value$421.4K (-$35.8K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares12,380 from 12,374
Change+6 (+0%)
Value$421.2K (-$35.1K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
DECREASED
Shares12,325 from 12,335
Change-10 (0%)
Value$419.3K (-$35.5K)
Filed 2026-10-14
Svrn Asset Management, LLC
UNCHANGED
Shares12,279 from 12,279
Change0 (0%)
Value$417.7K (-$35.0K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares12,191 from 12,146
Change+45 (+0%)
Value$414.7K (-$26.9K)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares12,129
Change+12,129
Value$447.2K
Filed 2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED
Shares12,095 from 12,060
Change+35 (+0%)
Value$411.5K (-$33.2K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares11,950 from 7,690
Change+4,260 (+55%)
Value$406.5K (+$123.0K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
INCREASED
Shares11,920 from 11,845
Change+75 (+1%)
Value$405.5K (-$31.2K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares11,767 from 11,735
Change+32 (+0%)
Value$400 (-$33)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares11,594 from 11,879
Change-285 (-2%)
Value$394.4K (-$43.6K)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
UNCHANGED
Shares11,348 from 11,348
Change0 (0%)
Value$386.1K (-$32.3K)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares11,199 from 11,199
Change0 (0%)
Value$381.0K (-$31.9K)
Filed 2026-10-26
Highland Capital Management, LLC
UNCHANGED
Shares11,090 from 11,090
Change0 (0%)
Value$377.3K (-$31.6K)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares11,089 from 10,887
Change+202 (+2%)
Value$377.2K (-$24.2K)
Filed 2026-10-20
Balance Wealth Partners LLC
DECREASED
Shares10,990 from 11,904
Change-914 (-8%)
Value$373.9K (-$65.0K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares10,921 from 6,874
Change+4,047 (+59%)
Value$371.5K (+$118.1K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares10,904 from 10,734
Change+170 (+2%)
Value$371.0K (-$24.8K)
Filed 2026-10-14
RBA Wealth Management, LLC
INCREASED
Shares10,736 from 10,730
Change+6 (+0%)
Value$365.2K (-$30.4K)
Filed 2026-10-28
Altus Wealth Group LLC
INCREASED
Shares10,731 from 10,591
Change+140 (+1%)
Value$365.1K (-$25.4K)
Filed 2026-10-20
Acropolis Investment Management, LLC
UNCHANGED
Shares10,694 from 10,694
Change0 (0%)
Value$363.8K (-$30.5K)
Filed 2026-10-08
Berkeley, Inc
INCREASED
Shares10,638 from 10,637
Change+1 (+0%)
Value$361.9K (-$30.3K)
Filed 2026-10-20
Paulson Wealth Management Inc.
UNCHANGED
Shares10,557 from 10,557
Change0 (0%)
Value$359.1K (-$30.1K)
Filed 2026-11-02
Romano Brothers and Company
UNCHANGED
Shares10,495 from 10,495
Change0 (0%)
Value$357.0K (-$29.9K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares10,474 from 15,106
Change-4,632 (-31%)
Value$356.3K (-$200.6K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares10,360 from 10,354
Change+6 (+0%)
Value$352.4K (-$29.3K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares10,347 from 15,801
Change-5,454 (-35%)
Value$352.0K (-$230.6K)
Filed 2026-10-26
Praetorian Wealth Management, Inc.
DECREASED
Shares10,235 from 10,301
Change-66 (-1%)
Value$348.2K (-$31.6K)
Filed 2026-10-16
MBE Wealth Management, LLC
DECREASED
Shares10,227 from 10,505
Change-278 (-3%)
Value$347.9K (-$39.4K)
Filed 2026-10-26
Keystone Wealth Services, LLC
UNCHANGED
Shares10,101 from 10,101
Change0 (0%)
Value$345.5K (-$27.0K)
Filed 2026-11-03
William Mack & Associates, Inc.
INCREASED
Shares10,090 from 7,918
Change+2,172 (+27%)
Value$343.3K (+$51.3K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares10,015 from 10,014
Change+1 (+0%)
Value$345.6K (-$15.8K)
Filed 2026-10-13
Guardian Wealth Advisors, LLC
DECREASED
Shares9,982 from 10,224
Change-242 (-2%)
Value$348.0K (-$29.0K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
DECREASED
Shares9,960 from 10,380
Change-420 (-4%)
Value$338.8K (-$43.9K)
Filed 2026-11-02
Hamilton Capital, LLC
UNCHANGED
Shares9,768 from 9,768
Change0 (0%)
Value$332.3K (-$27.8K)
Filed 2026-10-08
Northern Capital Management, Inc.
DECREASED
Shares9,756 from 10,331
Change-575 (-6%)
Value$331.9K (-$49.0K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
UNCHANGED
Shares9,744 from 9,744
Change0 (0%)
Value$337.6K (-$21.6K)
Filed 2026-10-27
Triton Wealth Management, Pllc
DECREASED
Shares9,718 from 9,968
Change-250 (-3%)
Value$344.4K (-$7.2K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED
Shares9,662 from 11,012
Change-1,350 (-12%)
Value$328.7K (-$77.3K)
Filed 2026-10-13
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares9,662 from 10,235
Change-573 (-6%)
Value$328.7K (-$48.6K)
Filed 2026-10-08
Old Port Advisors
INCREASED
Shares9,589 from 9,580
Change+9 (+0%)
Value$326.2K (-$27.0K)
Filed 2026-10-23
Soltis Investment Advisors LLC
NEW
Shares9,573
Change+9,573
Value$325.7K
Filed 2026-10-28
Apeiron RIA LLC
UNCHANGED
Shares9,538 from 9,538
Change0 (0%)
Value$327.2K (-$24.5K)
Filed 2026-10-08
Old National Bancorp
UNCHANGED
Shares9,513 from 9,513
Change0 (0%)
Value$323.6K (-$27.1K)
Filed 2026-10-20
Tandem Investment Partners LLC
INCREASED
Shares9,483 from 9,190
Change+293 (+3%)
Value$322.6K (-$16.2K)
Filed 2026-10-16
Robbins Farley
INCREASED
Shares9,416 from 9,218
Change+198 (+2%)
Value$320.3K (-$19.5K)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares9,348 from 9,575
Change-227 (-2%)
Value$318.0K (-$35.0K)
Filed 2026-11-03
AWM Capital, LLC
INCREASED
Shares9,347 from 9,275
Change+72 (+1%)
Value$318.0K (-$24.0K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares9,270 from 9,270
Change0 (0%)
Value$315.4K (-$26.4K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$306.2K (-$25.7K)
Filed 2026-10-21
Patten Group, Inc.
NEW
Shares8,943
Change+8,943
Value$304.2K
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares8,941 from 9,611
Change-670 (-7%)
Value$304.2K (-$50.2K)
Filed 2026-11-03
Elmwood Wealth Management, Inc.
DECREASED
Shares8,932 from 11,207
Change-2,275 (-20%)
Value$303.9K (-$109.3K)
Filed 2026-10-14
XXI Wealth, LLC
UNCHANGED
Shares8,916 from 8,916
Change0 (0%)
Value$303.3K (-$25.4K)
Filed 2026-10-22
Clarity Capital Advisors, LLC
INCREASED
Shares8,887 from 8,854
Change+33 (+0%)
Value$302.3K (-$24.1K)
Filed 2026-10-27
Princeton Global Asset Management LLC
DECREASED
Shares8,793 from 8,910
Change-117 (-1%)
Value$299.1K (-$29.4K)
Filed 2026-10-21
Sherman Asset Management, Inc.
UNCHANGED
Shares8,784 from 8,784
Change0 (0%)
Value$298.8K (-$25.0K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares8,775 from 9,542
Change-767 (-8%)
Value$298.5K (-$53.3K)
Filed 2026-10-13
Florida Trust Wealth Management Co
DECREASED
Shares8,625 from 9,624
Change-999 (-10%)
Value$293.4K (-$61.4K)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares8,624 from 7,428
Change+1,196 (+16%)
Value$293.4K (+$19.5K)
Filed 2026-10-15
Directional Asset Management
DECREASED
Shares8,423 from 8,682
Change-259 (-3%)
Value$286.5K (-$33.6K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares8,390 from 8,417
Change-27 (0%)
Value$285.5K (-$24.9K)
Filed 2026-10-08
Albion Financial Group
DECREASED
Shares8,344 from 9,221
Change-877 (-10%)
Value$283.9K (-$56.1K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares8,343 from 9,762
Change-1,419 (-15%)
Value$283.8K (-$76.1K)
Filed 2026-11-04
Bullock Wealth Management Group
INCREASED
Shares8,320 from 8,302
Change+18 (+0%)
Value$285.4K (-$16.5K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED
Shares8,199 from 8,199
Change0 (0%)
Value$289.7K (-$12.6K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares8,197 from 9,340
Change-1,143 (-12%)
Value$278.9K (-$65.5K)
Filed 2026-10-30
Principle Wealth Partners LLC
UNCHANGED
Shares8,178 from 8,178
Change0 (0%)
Value$278.2K (-$23.3K)
Filed 2026-11-02
Kelleher Financial Advisors
NEW
Shares8,175
Change+8,175
Value$278.1K
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares8,110 from 7,938
Change+172 (+2%)
Value$275.9K (+$30.1K)
Filed 2026-10-13
Clayton Financial Group LLC
INCREASED
Shares8,103 from 8,096
Change+7 (+0%)
Value$275.7K (-$22.8K)
Filed 2026-10-13
Avion Wealth
UNCHANGED
Shares8,046 from 8,046
Change0 (0%)
Value$273 (-$295.7K)
Filed 2026-11-04
Wlth Capital Management, LLC
DECREASED
Shares8,001 from 18,576
Change-10,575 (-57%)
Value$272.2K (-$412.7K)
Filed 2026-10-20
SLT Holdings LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$272.2K (-$22.8K)
Filed 2026-10-15
Highline Wealth Partners LLC
DECREASED
Shares7,993 from 8,224
Change-231 (-3%)
Value$271.9K (-$31.3K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED
Shares7,967 from 7,958
Change+9 (+0%)
Value$271.0K (-$22.4K)
Filed 2026-11-05
First National Trust Co
UNCHANGED
Shares7,893 from 7,893
Change0 (0%)
Value$268.5K (-$22.5K)
Filed 2026-10-28
One Day In July LLC
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$267.9K (-$22.4K)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares7,862 from 7,680
Change+182 (+2%)
Value$267.5K (-$15.7K)
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares7,843 from 7,843
Change0 (0%)
Value$271.3K (-$13.4K)
Filed 2026-10-26
Robinswood Financial LLC
INCREASED
Shares7,815 from 7,813
Change+2 (+0%)
Value$267.0K (-$21.1K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares7,749 from 6,790
Change+959 (+14%)
Value$263.6K (+$13.3K)
Filed 2026-11-05
Heirloom Wealth Management
UNCHANGED
Shares7,748 from 7,748
Change0 (0%)
Value$263.6K (-$22.1K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$262.1K (-$22.0K)
Filed 2026-10-16
Financial Management Network Inc
INCREASED
Shares7,600 from 7,146
Change+454 (+6%)
Value$262.7K (+$12.7K)
Filed 2026-10-09
Forum Financial Management, LP
DECREASED
Shares7,589 from 7,684
Change-95 (-1%)
Value$258.2K (-$25.1K)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares7,463 from 7,463
Change0 (0%)
Value$253.9K (-$21.3K)
Filed 2026-10-29
ACT Wealth Management, LLC
INCREASED
Shares7,373 from 7,368
Change+5 (+0%)
Value$250.8K (-$20.8K)
Filed 2026-10-09
Aull & Monroe Investment Management Corp
INCREASED
Shares7,256 from 7,178
Change+78 (+1%)
Value$246.8K (-$17.8K)
Filed 2026-10-16
Raub Brock Capital Management LP
INCREASED
Shares7,256 from 7,229
Change+27 (+0%)
Value$246.8K (-$19.7K)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares7,222 from 6,910
Change+312 (+5%)
Value$245.7K (-$9.1K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
INCREASED
Shares7,156 from 7,116
Change+40 (+1%)
Value$243.4K (-$18.9K)
Filed 2026-10-15
Optima Capital LLC
INCREASED
Shares7,131 from 7,104
Change+27 (+0%)
Value$242.6K (-$19.3K)
Filed 2026-10-29
Financial Designs Corp
UNCHANGED
Shares7,116 from 7,116
Change0 (0%)
Value$242.1K (-$20.3K)
Filed 2026-10-09
Westco Advisory Services Inc
UNCHANGED
Shares7,097 from 7,097
Change0 (0%)
Value$241.4K (-$20.2K)
Filed 2026-10-14
Portus Wealth Advisors, LLC
INCREASED
Shares7,094 from 6,768
Change+326 (+5%)
Value$241.3K (-$8.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares7,069 from 7,084
Change-15 (0%)
Value$241.4K (-$19.8K)
Filed 2026-10-20
Human Investing LLC
INCREASED
Shares7,008 from 6,986
Change+22 (+0%)
Value$238.4K (-$19.2K)
Filed 2026-10-19
Procyon Advisors, LLC
INCREASED
Shares6,942 from 6,773
Change+169 (+3%)
Value$236.2K (-$13.5K)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
INCREASED
Shares6,881 from 6,868
Change+13 (+0%)
Value$234.1K (-$19.1K)
Filed 2026-10-27
Capital Investment Counsel, LLC
UNCHANGED
Shares6,881 from 6,881
Change0 (0%)
Value$234.1K (-$19.6K)
Filed 2026-10-14
Glaxis Capital Management, LLC
UNCHANGED
Shares6,864 from 6,864
Change0 (0%)
Value$233.5K (-$19.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares6,850 from 8,920
Change-2,070 (-23%)
Value$233.0K (-$95.8K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares6,843 from 6,843
Change0 (0%)
Value$232.8K (-$19.5K)
Filed 2026-10-05
Horst & Graben Wealth Management LLC
DECREASED
Shares6,757 from 6,939
Change-182 (-3%)
Value$229.9K (-$22.4K)
Filed 2026-11-02
Gainplan LLC
INCREASED
Shares6,753 from 6,746
Change+7 (+0%)
Value$229.7K (-$19.0K)
Filed 2026-10-09
Caldwell Trust Co
DECREASED
Shares6,750 from 9,645
Change-2,895 (-30%)
Value$229.6K (-$126.0K)
Filed 2026-10-30
HT Partners LLC
UNCHANGED
Shares6,743 from 6,743
Change0 (0%)
Value$229.4K (-$19.2K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
UNCHANGED
Shares6,683 from 6,683
Change0 (0%)
Value$227.4K (-$19.0K)
Filed 2026-10-26
Chesley Taft & Associates LLC
INCREASED
Shares6,647 from 6,645
Change+2 (+0%)
Value$226.1K (-$18.9K)
Filed 2026-10-13
Montag A & Associates Inc
UNCHANGED
Shares6,642 from 6,642
Change0 (0%)
Value$226.0K (-$18.9K)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
UNCHANGED
Shares6,630 from 6,630
Change0 (0%)
Value$225.6K (-$18.9K)
Filed 2026-10-07
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares6,618 from 6,618
Change0 (0%)
Value$225.1K (-$18.9K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares6,576 from 11,426
Change-4,850 (-42%)
Value$223.7K (-$197.6K)
Filed 2026-10-14
Tectonic Advisors LLC
INCREASED
Shares6,538 from 6,514
Change+24 (+0%)
Value$222.4K (-$17.7K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED
Shares6,450 from 6,450
Change0 (0%)
Value$219.4K (-$18.4K)
Filed 2026-10-09
Capital Investment Advisors, LLC
INCREASED
Shares6,448 from 6,414
Change+34 (+1%)
Value$219.4K (-$17.1K)
Filed 2026-10-22
TruNorth Capital Management, LLC
UNCHANGED
Shares6,421 from 6,421
Change0 (0%)
Value$218.4K (-$18.3K)
Filed 2026-10-14
Purus Wealth Management, LLC
UNCHANGED
Shares6,379 from 6,379
Change0 (0%)
Value$217.0K (-$18.2K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares6,252 from 6,254
Change-2 (0%)
Value$212.7K (-$17.9K)
Filed 2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED
Shares6,251 from 6,251
Change0 (0%)
Value$212.7K (-$17.8K)
Filed 2026-10-15
Hartline Investment Corp/
DECREASED
Shares6,184 from 6,958
Change-774 (-11%)
Value$210.4K (-$46.2K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares6,162 from 6,293
Change-131 (-2%)
Value$209.6K (-$22.4K)
Filed 2026-11-05
Pflug Koory, LLC
DECREASED
Shares6,147 from 6,226
Change-79 (-1%)
Value$209.1K (-$20.4K)
Filed 2026-10-26
Trek Financial, LLC
NEW
Shares6,109
Change+6,109
Value$207.8K
Filed 2026-10-29
Vaughan David Investments LLC
NEW
Shares6,054
Change+6,054
Value$206
Filed 2026-11-05
Arlington Financial Advisors, LLC
DECREASED
Shares6,053 from 6,062
Change-9 (0%)
Value$205.9K (-$17.6K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares6,030 from 6,577
Change-547 (-8%)
Value$205.1K (-$37.4K)
Filed 2026-11-05
Hengehold Capital Management LLC
INCREASED
Shares5,987 from 5,969
Change+18 (+0%)
Value$203.7K (-$16.4K)
Filed 2026-10-16
Madrid Wealth Management, LLC
DECREASED
Shares5,983 from 6,031
Change-48 (-1%)
Value$203.5K (-$18.8K)
Filed 2026-10-23
Facet Wealth, Inc.
NEW
Shares5,977
Change+5,977
Value$203.3K
Filed 2026-11-04
tru Independence LLC
UNCHANGED
Shares5,971 from 5,971
Change0 (0%)
Value$203.1K (-$17.0K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares5,937 from 6,407
Change-470 (-7%)
Value$202.0K (-$34.3K)
Filed 2026-10-22
Kathmere Capital Management, LLC
UNCHANGED
Shares5,934 from 5,934
Change0 (0%)
Value$201.9K (-$16.9K)
Filed 2026-10-20
Arnold Financial Planning LLC
UNCHANGED
Shares5,895 from 5,895
Change0 (0%)
Value$200.5K (-$16.8K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
INCREASED
Shares5,884 from 5,863
Change+21 (+0%)
Value$200.2K (-$5.0K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares5,531 from 5,531
Change0 (0%)
Value$188.2K (-$15.8K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
DECREASED
Shares5,432 from 7,444
Change-2,012 (-27%)
Value$184.8K (-$89.7K)
Filed 2026-10-13
Duncker Streett & Co Inc
UNCHANGED
Shares5,426 from 5,426
Change0 (0%)
Value$184.6K (-$15.5K)
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$174.0K (-$14.6K)
Filed 2026-10-06
Fairman Group, LLC
DECREASED
Shares5,052 from 5,188
Change-136 (-3%)
Value$171.9K (-$19.4K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares4,433
Change+4,433
Value$150.8K
Filed 2026-11-05
Coastline Trust Co
UNCHANGED
Shares4,315 from 4,315
Change0 (0%)
Value$146.8K (-$12.3K)
Filed 2026-10-01
Davis Capital Management
DECREASED
Shares4,254 from 4,614
Change-360 (-8%)
Value$144.7K (-$25.4K)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$144.5K (-$12.1K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares4,234 from 4,617
Change-383 (-8%)
Value$144.0K (-$26.2K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$141.1K (-$11.8K)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares3,960 from 3,960
Change0 (0%)
Value$134.7K (-$11.3K)
Filed 2026-10-07
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$128.2K (-$10.7K)
Filed 2026-10-27
First Command Advisory Services, Inc.
NEW
Shares3,750
Change+3,750
Value$127.6K
Filed 2026-11-05
SYM Financial Corp
UNCHANGED
Shares3,679 from 3,679
Change0 (0%)
Value$125.2K (-$10.5K)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares3,420 from 3,414
Change+6 (+0%)
Value$116.4K (-$9.5K)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$102.1K (-$8.6K)
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,919 from 3,815
Change-896 (-23%)
Value$99.3K (-$41.4K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$98.0K (-$8.2K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares2,834 from 2,823
Change+11 (+0%)
Value$96.4K (-$7.7K)
Filed 2026-10-30
Bulwark Capital Corp
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$91.3K (-$7.6K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares2,646
Change+2,646
Value$90.0K
Filed 2026-10-21
Central Trust Co
INCREASED
Shares2,556 from 2,019
Change+537 (+27%)
Value$87.0K (+$12.5K)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$86.8K (-$7.3K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$81.6K (-$6.8K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$79.0K (-$5.4K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares2,316 from 73
Change+2,243 (+3073%)
Value$78.8K (+$76.1K)
Filed 2026-10-08
First Community Trust NA
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$77.1K (-$6.5K)
Filed 2026-10-07
Hickory Point Bank & Trust
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$73.0K (-$6.1K)
Filed 2026-10-01
Creative Financial Designs Inc
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$67.8K (-$5.7K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares1,965 from 1,899
Change+66 (+3%)
Value$66.8K (-$3.2K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares1,925 from 1,900
Change+25 (+1%)
Value$65.5K (-$4.6K)
Filed 2026-10-09
Frankly Finances, LLC
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$64.3K (-$5.4K)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares1,849
Change+1,849
Value$62.9K
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares1,710
Change+1,710
Value$58.2K
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares1,668 from 1,668
Change0 (0%)
Value$57.2K (-$4.3K)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$55.5K (-$4.6K)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares1,618 from 1,612
Change+6 (+0%)
Value$55.0K (-$4.4K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
INCREASED
Shares1,532 from 1,344
Change+188 (+14%)
Value$52.1K (+$2.6K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares1,512 from 1,453
Change+59 (+4%)
Value$51.4K (-$2.1K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares1,497 from 1,811
Change-314 (-17%)
Value$50.9K (-$15.9K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares1,436 from 1,430
Change+6 (+0%)
Value$49.2K (-$2.8K)
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$47.3K (-$4.0K)
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$45.9K (-$3.8K)
Filed 2026-10-01
Creative Capital Management Investments LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$45.5K (-$3.8K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,302 from 1,377
Change-75 (-5%)
Value$44.3K (-$6.5K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares1,126
Change+1,126
Value$38.3K
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares1,103 from 8,303
Change-7,200 (-87%)
Value$37.5K (-$268.6K)
Filed 2026-10-13
Blume Capital Management, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$35.7K (-$3.0K)
Filed 2026-10-26
James T. Borello RIA
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$34.1K (-$2.9K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$32.2K (-$2.7K)
Filed 2026-10-21
Atwood & Palmer Inc
INCREASED
Shares901 from 897
Change+4 (+0%)
Value$30.6K (-$2.4K)
Filed 2026-10-08
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$26.5K (-$2.2K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares777 from 35
Change+742 (+2120%)
Value$26.4K (+$25.1K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares670 from 487
Change+183 (+38%)
Value$22.8K (+$4.8K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$21.8K (-$1.8K)
Filed 2026-10-28
Prudent Man Investment Management, Inc.
NEW
Shares612
Change+612
Value$20.8K
Filed 2026-11-03
Alpine Bank Wealth Management
NEW
Shares600
Change+600
Value$20.4K
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$20.6K (-$1.2K)
Filed 2026-10-16
Hurley Capital, LLC
INCREASED
Shares588 from 587
Change+1 (+0%)
Value$20.0K (-$1.6K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$19.9K (-$1.7K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$19.5K (-$1.6K)
Filed 2026-10-16
Angeles Wealth Management, LLC
DECREASED
Shares559 from 934
Change-375 (-40%)
Value$19.0K (-$15.4K)
Filed 2026-10-26
Grey Ledge Advisors, LLC
INCREASED
Shares557 from 527
Change+30 (+6%)
Value$18.9K (-$490)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares499 from 810
Change-311 (-38%)
Value$17.0K (-$12.9K)
Filed 2026-10-30
Balentine LLC
NEW
Shares447
Change+447
Value$15.2K
Filed 2026-11-03
Eastern Bank
NEW
Shares422
Change+422
Value$14.4K
Filed 2026-10-05
Tompkins Financial Corp
INCREASED
Shares420 from 353
Change+67 (+19%)
Value$14.3K (+$1.3K)
Filed 2026-10-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$13.4K (-$1.1K)
Filed 2026-10-20
POM Investment Strategies, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$12.8K (-$1.1K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
DECREASED
Shares369 from 480
Change-111 (-23%)
Value$12.6K (-$5.1K)
Filed 2026-10-30
Horrell Capital Management, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$12.2K (-$1.0K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares348
Change+348
Value$11.8K
Filed 2026-10-27
Peachtree Investment Partners, LLC
INCREASED
Shares347 from 346
Change+1 (+0%)
Value$11.8K (-$958)
Filed 2026-11-05
Valley Wealth Managers, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$11.6K (-$969)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares334 from 333
Change+1 (+0%)
Value$11.4K (-$905)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$10.5K (-$723)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares298
Change+298
Value$10.2K
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$10.1K (-$846)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$10.1K (-$810)
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$9.5K (-$795)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares263 from 262
Change+1 (+0%)
Value$9 (-$7.0K)
Filed 2026-11-04
Reap Financial Group, LLC
DECREASED
Shares256 from 2,262
Change-2,006 (-89%)
Value$8.7K (-$74.7K)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares211
Change+211
Value$7.2K
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares170 from 158
Change+12 (+8%)
Value$5.8K (-$42)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$5.7K (-$480)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.1K (-$428)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$3.5K (-$291)
Filed 2026-10-28
EPG Wealth Management LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.8K (-$230)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$2.8K (-$231)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.4K (-$206)
Filed 2026-10-28
Mainstream Capital Management LLC
NEW
Shares69
Change+69
Value$2.3K
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$1.9K (-$163)
Filed 2026-10-06
Hanson & Doremus Investment Management
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2 (-$2.0K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares53 from 52
Change+1 (+2%)
Value$1.8K (-$143)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.6K (-$132)
Filed 2026-10-14
Pacific Center for Financial Services
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$1.3K (-$107)
Filed 2026-10-15
Networth Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (-$98)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares34 from 6
Change+28 (+467%)
Value$1.2K (+$941)
Filed 2026-10-26
Trust Co
INCREASED
Shares26 from 22
Change+4 (+18%)
Value$896 (+$85)
Filed 2026-10-09
Blueline Advisors LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$522 (-$44)
Filed 2026-10-15
Scarborough Advisors, LLC
CLOSED
Shares0 from 250,343
Change-250,343 (-100%)
Value$0 (-$9.0M)
Filed 2026-10-16
Foster Victor Wealth Advisors, LLC
CLOSED
Shares0 from 106,670
Change-106,670 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 30,143
Change-30,143 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Worth Asset Management, LLC
CLOSED
Shares0 from 19,849
Change-19,849 (-100%)
Value$0 (-$731.8K)
Filed 2026-10-07
Keeler & Nadler Financial Planning & Wealth Management
CLOSED
Shares0 from 15,187
Change-15,187 (-100%)
Value$0 (-$560.0K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 14,149
Change-14,149 (-100%)
Value$0 (-$521.7K)
Filed 2026-10-21
Strategic Equity Management
CLOSED
Shares0 from 10,040
Change-10,040 (-100%)
Value$0 (-$370.2K)
Filed 2026-11-04
Associated Banc-Corp
CLOSED
Shares0 from 9,675
Change-9,675 (-100%)
Value$0 (-$356.7K)
Filed 2026-10-30
Winnacle Wealth LLC
CLOSED
Shares0 from 8,786
Change-8,786 (-100%)
Value$0 (-$323.9K)
Filed 2026-10-15
Ethic Inc.
CLOSED
Shares0 from 8,547
Change-8,547 (-100%)
Value$0 (-$315.1K)
Filed 2026-11-03
Triad Wealth Partners, LLC
CLOSED
Shares0 from 6,042
Change-6,042 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 5,863
Change-5,863 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-13
Essex Bank
CLOSED
Shares0 from 5,819
Change-5,819 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-16
Souders Financial Advisors
CLOSED
Shares0 from 5,758
Change-5,758 (-100%)
Value$0 (-$212.3K)
Filed 2026-11-03
Compass Wealth Management, LLC
CLOSED
Shares0 from 5,755
Change-5,755 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-30
Stone Summit Wealth LLC
CLOSED
Shares0 from 5,749
Change-5,749 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 5,705
Change-5,705 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 5,610
Change-5,610 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-26
Intrua Financial, LLC
CLOSED
Shares0 from 5,546
Change-5,546 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-28
Smith Salley Wealth Management
CLOSED
Shares0 from 5,524
Change-5,524 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-03
Unique Wealth, LLC
CLOSED
Shares0 from 5,514
Change-5,514 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-16
Bellecapital International Ltd.
CLOSED
Shares0 from 3,640
Change-3,640 (-100%)
Value$0 (-$134.2K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,373
Change-2,373 (-100%)
Value$0 (-$86.3K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$28.3K)
Filed 2026-11-05
RHL Group, LLC
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-04
Cullen T Bankers, Inc.
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-16
Towne Trust Company, N.a
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
NorthAvenue LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$590)
Filed 2026-10-29
Toth Financial Advisory Corp
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$222)
Filed 2026-10-08
Financial Engines Advisors L.L.C.
N/A
Shares— from 51,767,947
Change-51,767,947 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,568,632
Change-12,568,632 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,767,147
Change-11,767,147 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,349,241
Change-7,349,241 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,983,767
Change-6,983,767 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,149,219
Change-6,149,219 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,729,822
Change-5,729,822 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,231,643
Change-3,231,643 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,074,425
Change-3,074,425 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,627,084
Change-2,627,084 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,285,436
Change-2,285,436 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,017,782
Change-2,017,782 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,859,876
Change-1,859,876 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,715,392
Change-1,715,392 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,699,550
Change-1,699,550 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,649,131
Change-1,649,131 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,636,994
Change-1,636,994 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,553,972
Change-1,553,972 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,484,018
Change-1,484,018 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,421,766
Change-1,421,766 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,418,775
Change-1,418,775 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,266,454
Change-1,266,454 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,131,309
Change-1,131,309 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 965,564
Change-965,564 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 887,355
Change-887,355 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 873,101
Change-873,101 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 815,376
Change-815,376 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 766,354
Change-766,354 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 730,699
Change-730,699 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 685,027
Change-685,027 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 683,104
Change-683,104 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 675,122
Change-675,122 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 672,364
Change-672,364 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 666,751
Change-666,751 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 612,338
Change-612,338 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 568,557
Change-568,557 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 529,633
Change-529,633 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 501,416
Change-501,416 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 498,057
Change-498,057 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 493,878
Change-493,878 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 486,421
Change-486,421 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 481,343
Change-481,343 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 472,953
Change-472,953 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 471,971
Change-471,971 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 464,741
Change-464,741 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 464,605
Change-464,605 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 460,100
Change-460,100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 446,605
Change-446,605 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 433,379
Change-433,379 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 415,997
Change-415,997 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 399,513
Change-399,513 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 393,352
Change-393,352 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 386,953
Change-386,953 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 376,253
Change-376,253 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 371,674
Change-371,674 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 356,977
Change-356,977 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 347,443
Change-347,443 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 343,010
Change-343,010 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 332,075
Change-332,075 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 322,825
Change-322,825 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 321,065
Change-321,065 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 317,388
Change-317,388 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 312,545
Change-312,545 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 309,216
Change-309,216 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 308,478
Change-308,478 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 293,784
Change-293,784 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 292,552
Change-292,552 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 271,764
Change-271,764 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 253,570
Change-253,570 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 248,565
Change-248,565 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 247,603
Change-247,603 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 240,968
Change-240,968 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 240,307
Change-240,307 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 239,038
Change-239,038 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 236,360
Change-236,360 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 230,886
Change-230,886 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 226,927
Change-226,927 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 207,494
Change-207,494 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 204,286
Change-204,286 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 203,096
Change-203,096 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 192,278
Change-192,278 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 191,530
Change-191,530 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 186,296
Change-186,296 (-100%)
Value—
FMR LLC
N/A
Shares— from 185,468
Change-185,468 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 181,950
Change-181,950 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 181,685
Change-181,685 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 176,884
Change-176,884 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 153,178
Change-153,178 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 152,811
Change-152,811 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 149,200
Change-149,200 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 136,608
Change-136,608 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 135,172
Change-135,172 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 134,951
Change-134,951 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 133,848
Change-133,848 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 132,051
Change-132,051 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 131,356
Change-131,356 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 131,105
Change-131,105 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 124,076
Change-124,076 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 123,863
Change-123,863 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 120,537
Change-120,537 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 120,265
Change-120,265 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 117,937
Change-117,937 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 117,730
Change-117,730 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 115,053
Change-115,053 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 114,983
Change-114,983 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 114,787
Change-114,787 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 114,614
Change-114,614 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 113,927
Change-113,927 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 110,125
Change-110,125 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 108,241
Change-108,241 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 106,720
Change-106,720 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 106,022
Change-106,022 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 105,776
Change-105,776 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 103,810
Change-103,810 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 103,557
Change-103,557 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 102,651
Change-102,651 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 102,088
Change-102,088 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 99,915
Change-99,915 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 98,902
Change-98,902 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 98,112
Change-98,112 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 94,974
Change-94,974 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 94,263
Change-94,263 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 92,435
Change-92,435 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 92,064
Change-92,064 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 91,305
Change-91,305 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 91,116
Change-91,116 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 91,107
Change-91,107 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 87,235
Change-87,235 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 86,533
Change-86,533 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 86,029
Change-86,029 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 85,687
Change-85,687 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 83,223
Change-83,223 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 82,792
Change-82,792 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 77,288
Change-77,288 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 76,856
Change-76,856 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 75,018
Change-75,018 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 74,090
Change-74,090 (-100%)
Value—
Betterment LLC
N/A
Shares— from 74,014
Change-74,014 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 68,918
Change-68,918 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 68,171
Change-68,171 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 67,000
Change-67,000 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 66,860
Change-66,860 (-100%)
Value—
Commerce Bank
N/A
Shares— from 66,140
Change-66,140 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 65,947
Change-65,947 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 64,900
Change-64,900 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 64,637
Change-64,637 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 64,507
Change-64,507 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 60,913
Change-60,913 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 60,609
Change-60,609 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 60,191
Change-60,191 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 59,777
Change-59,777 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 59,738
Change-59,738 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 58,192
Change-58,192 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 57,466
Change-57,466 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 56,900
Change-56,900 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 55,419
Change-55,419 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 54,878
Change-54,878 (-100%)
Value—
&partners
N/A
Shares— from 54,701
Change-54,701 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 53,950
Change-53,950 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 53,469
Change-53,469 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 52,225
Change-52,225 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 51,340
Change-51,340 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 50,488
Change-50,488 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 50,042
Change-50,042 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 50,028
Change-50,028 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 47,712
Change-47,712 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,108
Change-47,108 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 46,379
Change-46,379 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 46,333
Change-46,333 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 46,143
Change-46,143 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 45,529
Change-45,529 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 44,466
Change-44,466 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 43,110
Change-43,110 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 40,777
Change-40,777 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 39,745
Change-39,745 (-100%)
Value—
Blair William & Co
N/A
Shares— from 39,018
Change-39,018 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 38,613
Change-38,613 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 38,589
Change-38,589 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 37,702
Change-37,702 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Nwam LLC
N/A
Shares— from 37,094
Change-37,094 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 35,980
Change-35,980 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 35,804
Change-35,804 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 35,433
Change-35,433 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 35,238
Change-35,238 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 34,589
Change-34,589 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 34,375
Change-34,375 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 34,164
Change-34,164 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 34,048
Change-34,048 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 33,754
Change-33,754 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,218
Change-33,218 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 32,435
Change-32,435 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 32,170
Change-32,170 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 32,013
Change-32,013 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 31,406
Change-31,406 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 31,316
Change-31,316 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 30,868
Change-30,868 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 30,759
Change-30,759 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 30,450
Change-30,450 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 30,255
Change-30,255 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 30,108
Change-30,108 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 30,049
Change-30,049 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 29,712
Change-29,712 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,282
Change-29,282 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 29,269
Change-29,269 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 29,211
Change-29,211 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 28,977
Change-28,977 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 28,496
Change-28,496 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 27,053
Change-27,053 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 26,397
Change-26,397 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 26,299
Change-26,299 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 26,098
Change-26,098 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 25,959
Change-25,959 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 25,891
Change-25,891 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,858
Change-25,858 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 24,729
Change-24,729 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 24,040
Change-24,040 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 23,419
Change-23,419 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 23,364
Change-23,364 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 23,113
Change-23,113 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 23,090
Change-23,090 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 22,952
Change-22,952 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 22,870
Change-22,870 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 22,722
Change-22,722 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 22,277
Change-22,277 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 21,883
Change-21,883 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,608
Change-21,608 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 20,456
Change-20,456 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 19,861
Change-19,861 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 19,011
Change-19,011 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 18,795
Change-18,795 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 18,534
Change-18,534 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,490
Change-18,490 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 17,964
Change-17,964 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,677
Change-17,677 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,162
Change-17,162 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 17,113
Change-17,113 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 17,017
Change-17,017 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 16,880
Change-16,880 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,875
Change-16,875 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 16,485
Change-16,485 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 15,646
Change-15,646 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 15,280
Change-15,280 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,096
Change-15,096 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 13,838
Change-13,838 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 13,798
Change-13,798 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,638
Change-13,638 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 13,514
Change-13,514 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,176
Change-13,176 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 12,330
Change-12,330 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,164
Change-12,164 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 9,349
Change-9,349 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
American Trust
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
FCA Corp
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 8,286
Change-8,286 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
Motco
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 7,503
Change-7,503 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 7,307
Change-7,307 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 6,698
Change-6,698 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,598
Change-6,598 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,219
Change-6,219 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 5,827
Change-5,827 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 767
Change-767 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 591
Change-591 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 540
Change-540 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 478
Change-478 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 450
Change-450 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 448
Change-448 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 141
Change-141 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED28,709,45629,016,208-306,752-1%$1.1B$976.7M-$93.1M2026-11-02
Legacy Wealth Management, LLC
INCREASED4,330,3594,286,476+43,883+1%$158.0M$147.3M-$10.7M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED3,438,3143,315,880+122,434+4%$118.7M$118.5M-$223.0K2026-10-13
Fragasso Financial Advisors Inc
INCREASED2,888,4812,867,994+20,487+1%$105.7M$100.1M-$5.7M2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED1,737,9891,830,982-92,993-5%$67.5M$59.1M-$8.4M2026-10-20
93 Financial Group, LLC
INCREASED1,499,4851,499,269+216+0%$55.3M$51.0M-$4.3M2026-10-21
Financial Solutions Advisory Group, Inc.
DECREASED1,275,4721,275,655-1830%$45.7M$43.6M-$2.1M2026-10-28
Summit Asset Management, LLC
DECREASED1,256,7171,259,073-2,3560%$46.4M$42.8M-$3.7M2026-11-05
Dynamic Advisor Solutions LLC
INCREASED1,219,1391,198,872+20,267+2%$44.2M$41.5M-$2.7M2026-10-13
Chicago Partners Investment Group LLC
INCREASED1,193,9561,096,057+97,899+9%$38.6M$41.2M+$2.7M2026-10-27
BLB&B Advisors, LLC
DECREASED1,183,7261,196,515-12,789-1%$44.1M$40.3M-$3.8M2026-10-27
Mokosak Advisory Group, LLC
INCREASED1,144,6421,129,814+14,828+1%$41.7M$38.9M-$2.7M2026-10-20
Sage Financial Group Inc
INCREASED1,014,8711,005,202+9,669+1%$37.1M$34.5M-$2.5M2026-10-27
High Note Wealth, LLC
INCREASED925,025916,640+8,385+1%$33.8M$31.5M-$2.3M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED877,728841,424+36,304+4%$31.0M$29.9K-$31.0M2026-11-02
Gemmer Asset Management LLC
DECREASED857,693863,655-5,962-1%$31.8M$29.2M-$2.7M2026-10-16
Summit Financial Strategies, Inc.
DECREASED844,3581,131,341-286,983-25%$41.7M$28.7M-$13.0M2026-10-14
Koshinski Asset Management, Inc.
INCREASED813,651769,563+44,088+6%$28.4M$27.7M-$693.4K2026-10-29
IFP Advisors, Inc
INCREASED803,554775,129+28,425+4%$28.6M$27.3M-$1.2M2026-10-16
Choreo, LLC
DECREASED760,707871,833-111,126-13%$32.1M$25.9M-$6.3M2026-10-28
Seneca Financial Advisors LLC
DECREASED752,837767,806-14,969-2%$28.3M$25.6M-$2.7M2026-10-28
Financial Planning Navigators Corp
INCREASED743,708730,881+12,827+2%$26.9M$25.3M-$1.6M2026-10-14
Essex LLC
INCREASED690,252673,370+16,882+3%$24.8M$23.5M-$1.3M2026-10-14
RKL Wealth Management LLC
DECREASED680,744683,405-2,6610%$25.2M$23.2M-$2.0M2026-10-16
Noble Family Wealth, LLC
DECREASED666,328667,905-1,5770%$24.6M$22.7M-$2.0M2026-10-26
Modera Wealth Management, LLC
DECREASED648,102666,792-18,690-3%$24.6M$22.0M-$2.5M2026-10-28
Salem Investment Counselors Inc
INCREASED645,893642,681+3,212+1%$23.7M$22.0M-$1.7M2026-10-13
Pittenger & Anderson Inc
INCREASED619,778487,343+132,435+27%$18.0M$21.1M+$3.1M2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED553,636565,591-11,955-2%$20.9M$18.8M-$2.0M2026-11-04
Triangle Securities Wealth Management
DECREASED528,430530,443-2,0130%$19.6M$18.0M-$1.6M2026-10-14
Curbstone Financial Management Corp
INCREASED526,763518,787+7,976+2%$19.1M$17.9M-$1.2M2026-10-21
Denver PWM, LLC
INCREASED521,652512,689+8,963+2%$18.8M$17.7M-$1.1M2026-10-22
Farther Finance Advisors, LLC
INCREASED518,625468,804+49,821+11%$17.3M$17.6M+$358.8K2026-10-08
Womack Financial LLC
INCREASED499,879486,443+13,436+3%$17.9M$17.0M-$929.3K2026-10-14
Lodestar Private Asset Management LLC
DECREASED476,995494,924-17,929-4%$18.2M$16.2M-$2.0M2026-10-26
Bangor Savings Bank
DECREASED472,836537,014-64,178-12%$19.8M$16.1M-$3.7M2026-10-06
Harbor Group, Inc.
DECREASED470,263478,114-7,851-2%$17.6M$16.0M-$1.6M2026-10-14
Spinnaker Investment Group, LLC
DECREASED465,014472,438-7,424-2%$17.4M$15.8M-$1.6M2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED459,048451,823+7,225+2%$16.7M$15.6M-$1.0M2026-10-27
Courage Miller Partners, LLC
INCREASED457,044455,266+1,778+0%$16.8M$15.5M-$1.2M2026-10-21
Kestra Advisory Services, LLC
DECREASED449,599456,059-6,460-1%$16.8M$15.3M-$1.5M2026-11-02
Fifth Third Securities, Inc.
INCREASED440,650433,827+6,823+2%$16.0M$15.0M-$1.0M2026-10-21
Pacific Sage Partners, LLC
DECREASED436,120439,926-3,806-1%$16.2M$14.8M-$1.4M2026-10-21
White & Co Financial Planning Inc
DECREASED434,539439,692-5,153-1%$16.2M$13.5M-$2.8M2026-10-16
Cannon Capital Management, Inc.
DECREASED421,899425,771-3,872-1%$15.7M$14.4M-$1.3M2026-11-03
Focus Financial Network, Inc.
DECREASED420,179465,129-44,950-10%$17.1M$14.3M-$2.9M2026-10-14
River's Edge Wealth Management, LLC
INCREASED410,425392,236+18,189+5%$13.9M$14.0M+$142.8K2026-10-19
St. Johns Investment Management Company, LLC
INCREASED401,926396,599+5,327+1%$14.6M$13.7M-$949.1K2026-10-30
Peak Financial Management, Inc.
INCREASED396,042393,869+2,173+1%$14.5M$13.5M-$1.0M2026-10-16
Avior Wealth Management, LLC
INCREASED392,888381,998+10,890+3%$14.1M$13.4M-$718.2K2026-10-13
Davenport & Co LLC
INCREASED388,196363,212+24,984+7%$13.4M$13.2M-$185.2K2026-10-14
Horizon Financial Services, LLC
DECREASED385,882405,444-19,562-5%$14.9M$13.1M-$1.8M2026-11-04
Family Legacy Financial Solutions, LLC
INCREASED378,054363,994+14,060+4%$13.4M$12.9M-$559.1K2026-10-07
Valley National Advisers Inc
INCREASED373,445365,440+8,005+2%$13.5M$12.7M-$769.2K2026-10-23
HB Wealth Management, LLC
INCREASED373,412372,500+912+0%$13.7M$12.7M-$1.0M2026-10-23
Missouri Trust & Investment Co
INCREASED357,857356,528+1,329+0%$12.4M$12.2M-$197.2K2026-11-04
Truist Financial Corp
INCREASED357,073331,564+25,509+8%$12.2M$12.1M-$77.2K2026-10-30
Clear Creek Financial Management, LLC
DECREASED355,247431,877-76,630-18%$15.9M$12.1M-$3.8M2026-10-28
Lincoln Capital Corp
INCREASED350,280349,323+957+0%$12.9M$11.9M-$963.0K2026-10-13
Christensen, King & Associates Investment Services, Inc.
INCREASED349,163345,912+3,251+1%$12.8M$11.9M-$875.3K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED348,883347,032+1,851+1%$12.8M$11.9M-$926.0K2026-10-29
Alliance Wealth Management Group
DECREASED341,898364,410-22,512-6%$13.4M$11.6M-$1.8M2026-10-29
Towercrest Capital Management
DECREASED341,898364,410-22,512-6%$13.4M$11.6M-$1.8M2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED337,120344,437-7,317-2%$12.7M$11.5M-$1.2M2026-10-28
LexAurum Advisors, LLC
DECREASED332,873342,974-10,101-3%$12.6M$11.3M-$1.3M2026-10-19
Nadler Financial Group, Inc.
DECREASED330,649333,864-3,215-1%$12.3M$11.2M-$1.1M2026-10-23
Milestone Investment Advisors LLC
DECREASED330,300332,273-1,973-1%$12.3M$11.2M-$1.0M2026-11-05
Omega Financial Group, LLC
DECREASED329,759341,565-11,806-3%$12.6M$11.2M-$1.4M2026-10-29
Plancorp, LLC
INCREASED325,225119,715+205,510+172%$4.2M$11.4M+$7.1M2026-11-03
Black Diamond Financial, LLC
DECREASED319,295323,221-3,926-1%$11.9M$10.9M-$1.1M2026-10-26
Lee Financial Co
INCREASED317,302317,055+247+0%$11.7M$10.8M-$895.2K2026-10-16
Blue Square Asset Management, LLC
INCREASED316,354312,299+4,055+1%$11.5M$10.8M-$752.1K2026-11-02
Trust Point Inc.
INCREASED310,090247,145+62,945+25%$9.1M$10.5M+$1.4M2026-10-27
Meridian Wealth Management, LLC
INCREASED305,936244,499+61,437+25%$9.0M$10.4M+$1.4M2026-11-05
Larson Financial Group LLC
DECREASED301,970310,019-8,049-3%$11.4M$10.3M-$1.2M2026-11-05
Gradient Capital Advisors, LLC
DECREASED296,458300,477-4,019-1%$11.1M$10.1M-$993.1K2026-10-21
Tiller Private Wealth, Inc.
DECREASED290,975297,198-6,223-2%$11.0M$9.9M-$1.1M2026-10-26
Valley Forge Investment Consultants Inc ADV
DECREASED284,809285,914-1,1050%$10.5M$9.7M-$852.5K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED275,794280,538-4,744-2%$10.3M$9.4M-$960.9K2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED271,236271,989-7530%$10.0M$9.2M-$800.8K2026-10-06
Monetary Solutions, Ltd
DECREASED264,290278,509-14,219-5%$10.3M$9.0M-$1.3M2026-10-22
Cathy Pareto & Associates, Inc
INCREASED263,259245,233+18,026+7%$9.0M$9.0M-$85.7K2026-10-15
Thrivent Financial for Lutherans
DECREASED259,927289,077-29,150-10%$10.7M$8.9K-$10.6M2026-11-05
Moisand Fitzgerald Tamayo, LLC
DECREASED256,510259,931-3,421-1%$9.6M$8.7M-$857.2K2026-10-15
White Pine Investment Co
INCREASED254,723250,309+4,414+2%$9.2M$8.7K-$9.2M2026-10-15
Sightline Wealth Advisors, LLC
DECREASED254,045322,842-68,797-21%$11.9M$8.6M-$3.3M2026-10-21
Brookstone Capital Management
INCREASED252,736243,170+9,566+4%$9.0M$8.6M-$367.6K2026-10-22
Gill Capital Partners, LLC
INCREASED252,073242,964+9,109+4%$9.0M$8.6M-$382.6K2026-10-13
Commonwealth Equity Services, LLC
DECREASED249,930306,181-56,251-18%$11.3M$8.5M-$2.8M2026-11-02
James J. Burns & Company, LLC
DECREASED240,244242,813-2,569-1%$9.0M$8.2M-$779.4K2026-10-22
Dhjj Financial Advisors, Ltd.
INCREASED228,224208,299+19,925+10%$7.7M$7.8M+$84.2K2026-10-23
New York Life Investment Management LLC
NEW224,611—+224,611——$7.6M—2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED217,566221,801-4,235-2%$8.2M$7.4M-$776.2K2026-10-07
McCarthy Asset Management, Inc.
DECREASED217,566219,273-1,707-1%$8.1M$7.4M-$683.0K2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED216,716216,525+191+0%$8.0M$7.4M-$610.6K2026-10-21
Visionary Wealth Advisors
INCREASED215,083209,937+5,146+2%$7.7M$7.3M-$423.2K2026-11-04
Peterson Wealth Advisors, LLC
DECREASED213,466216,238-2,772-1%$8.0M$7.3M-$710.6K2026-10-08
Stevens Capital Partners
INCREASED208,568180,479+28,089+16%$6.7M$7.1M+$441.2K2026-10-29
OxenFree Capital LLC
INCREASED208,478195,751+12,727+7%$7.0M$7.3M+$316.7K2026-10-07
AdvisorNet Financial, Inc
INCREASED208,052195,674+12,378+6%$7.2M$7.1M-$126.2K2026-10-15
Sterling Manor Financial, LLC
NEW206,954—+206,954——$7.0M—2026-10-21
Reston Wealth Management LLC
INCREASED200,514189,848+10,666+6%$7.0M$6.8M-$178.2K2026-10-29
Financial Synergies Wealth Advisors, Inc.
DECREASED198,697199,216-5190%$7.3M$6.8M-$585.4K2026-10-16
Cape Investment Advisory, Inc.
INCREASED197,194194,841+2,353+1%$7.2M$6.7M-$475.2K2026-10-13
Jacobi Capital Management LLC
DECREASED196,825208,010-11,185-5%$7.7M$6.7M-$973.3K2026-11-05
Simplicity Wealth,LLC
DECREASED195,504348,047-152,543-44%$12.8M$6.7M-$6.2M2026-10-23
Newton One Investments LLC
INCREASED191,360190,390+970+1%$7.0M$6.5M-$509.6K2026-10-14
Powers Advisory Group, LLC
INCREASED191,018181,741+9,277+5%$6.7M$6.5M-$202.4K2026-10-14
Diversify Wealth Management, LLC
INCREASED190,005165,405+24,600+15%$5.8M$6.6M+$780.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED190,005165,405+24,600+15%$5.8M$6.6M+$780.5K2026-10-20
Gleason Group, Inc.
INCREASED189,341186,311+3,030+2%$6.9M$6.4M-$427.9K2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED188,814196,201-7,387-4%$7.2M$6.4M-$810.5K2026-11-04
Lido Advisors, LLC
INCREASED187,420179,442+7,978+4%$6.6M$6.4M-$240.0K2026-11-04
Mengis Capital Management, Inc.
INCREASED185,330174,436+10,894+6%$6.4M$6.3M-$126.5K2026-10-13
Creekside Partners
INCREASED182,335180,813+1,522+1%$6.7M$6.2M-$463.5K2026-11-04
Compass Financial Group, Inc
INCREASED174,726128,549+46,177+36%$4.7M$5.9M+$1.2M2026-10-13
CX Institutional
DECREASED170,694172,713-2,019-1%$6.4K$5.8K-$5612026-10-02
Moneywise, Inc.
DECREASED167,897184,056-16,159-9%$6.8M$5.7M-$1.1M2026-10-30
TMB Capital Partners, LLC
INCREASED167,738166,131+1,607+1%$6.1M$5.7M-$418.8K2026-10-20
MFA Wealth Advisors, LLC
NEW159,092—+159,092——$5.4M—2026-10-07
Capital Planning LLC
DECREASED155,877159,435-3,558-2%$5.9M$5.3M-$575.4K2026-10-09
TD Private Client Wealth LLC
INCREASED154,907130,818+24,089+18%$4.8M$5.3M+$446.7K2026-10-28
Schaeffer Financial LLC
INCREASED151,344142,468+8,876+6%$5.3M$5.1M-$104.1K2026-10-23
Steele Capital Management, Inc.
UNCHANGED151,201151,20100%$5.6M$5.1M-$430.9K2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED149,196149,532-3360%$5.5M$5.1M-$437.6K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED147,541142,630+4,911+3%$5.3M$5.0M-$239.4K2026-10-23
Blue Trust, Inc.
INCREASED146,920894+146,026+16334%$33.0K$5.0M+$5.0M2026-10-15
Columbus Macro, LLC
DECREASED142,501144,728-2,227-2%$5.3M$4.8M-$488.2K2026-10-14
United Advisor Group, LLC
INCREASED139,283133,472+5,811+4%$4.9M$4.7M-$182.7K2026-11-03
Birchbrook, Inc.
DECREASED139,158145,601-6,443-4%$5.4M$4.7M-$634.2K2026-10-14
Alpha Omega Wealth Management LLC
DECREASED138,189139,747-1,558-1%$5.2M$4.7M-$451.3K2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED135,196139,483-4,287-3%$5.1M$4.6M-$543.4K2026-10-28
Blue Bell Private Wealth Management, LLC
DECREASED135,190136,573-1,383-1%$5.0M$4.6M-$436.3K2026-10-29
Perigon Wealth Management, LLC
INCREASED134,902133,825+1,077+1%$4.9M$4.6M-$344.8K2026-10-22
Apollon Wealth Management, LLC
INCREASED134,763131,918+2,845+2%$4.9M$4.6M-$279.2K2026-10-23
Code Waechter LLC
DECREASED134,060135,742-1,682-1%$5.0M$4.6M-$444.1K2026-10-23
Selby Wealth Management, LLC
DECREASED133,765142,683-8,918-6%$5.3M$4.6M-$710.0K2026-10-16
Downshift Financial, LLC
DECREASED131,317159,804-28,487-18%$5.9M$4.5M-$1.4M2026-10-13
Arcataur Capital Management LLC
DECREASED130,894131,888-994-1%$4.9M$4.5M-$409.7K2026-10-21
Valpey Financial Services, LLC
DECREASED128,676129,972-1,296-1%$4.8M$4.4M-$414.5K2026-10-30
Acorn Wealth Advisors, LLC
DECREASED128,430129,490-1,060-1%$4.8M$4.4M-$405.1K2026-10-19
Citizens Financial Group Inc
DECREASED126,247128,359-2,112-2%$4.7M$4.3M-$437.7K2026-10-23
Family Investment Center, Inc.
DECREASED124,412144,342-19,930-14%$5.3M$4.2M-$1.1M2026-10-19
Apollon Financial, LLC
DECREASED124,021128,429-4,408-3%$4.7M$4.2M-$516.0K2026-10-23
CFG Wealth Management Services, Inc.
DECREASED122,628140,332-17,704-13%$4.3M$4.2M-$105.3K2026-10-21
St. Louis Trust Co
UNCHANGED122,547122,54700%$14.3M$4.2M-$10.2M2026-11-03
RFG Advisory, LLC
DECREASED120,729137,619-16,890-12%$5.1M$4.1M-$966.8K2026-11-03
Nicollet Investment Management, Inc.
DECREASED115,394115,548-1540%$4.3M$3.9K-$4.3M2026-10-14
Livet Wealth, LLC
INCREASED114,762112,804+1,958+2%$4.2M$3.9M-$254.9K2026-10-27
Richardson Capital Management LLC
DECREASED112,627117,984-5,357-5%$4.4M$3.8M-$518.5K2026-10-23
Enclave Advisors LLC
DECREASED111,972167,608-55,636-33%$6.2M$3.8M-$2.4M2026-10-14
Waterfront Wealth Inc.
INCREASED111,626106,985+4,641+4%$3.8M$3.9M+$31.4K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED111,193110,193+1,000+1%$4.1M$3.8M-$280.0K2026-11-02
Councilor Wealth, LLC
DECREASED111,153115,113-3,960-3%$4.2M$3.8M-$462.8K2026-10-09
Pinnacle Associates LTD
DECREASED110,535110,921-3860%$4.1M$3.8M-$329.2K2026-10-20
Meitav Investment House LTD
UNCHANGED110,000110,00000%$4.1M$3.7M-$313.5K2026-10-28
Villere ST Denis J & Co LLC
INCREASED109,53588,281+21,254+24%$3.3M$3.7M+$471.5K2026-11-04
US Bancorp \de\
INCREASED106,789105,577+1,212+1%$3.9M$3.6M-$259.7K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED106,085106,475-3900%$3.9M$3.6M-$316.7K2026-10-23
First Affirmative Financial Network
NEW104,786—+104,786——$3.6M—2026-10-21
Wealth Group Ltd
INCREASED102,182102,166+16+0%$3.8M$3.5M-$234.4K2026-10-07
Paradigm, Strategies in Wealth Management, LLC
DECREASED100,994102,844-1,850-2%$3.8M$3.4M-$356.0K2026-10-16
McAdam, LLC
DECREASED100,518103,573-3,055-3%$3.8M$3.4M-$399.1K2026-10-21
John Boyer, Inc.
DECREASED99,610100,330-720-1%$3.7M$3.4M-$310.4K2026-10-27
Prentice Wealth Management LLC
DECREASED99,545106,234-6,689-6%$3.9M$3.4M-$530.3K2026-10-20
Blankinship & Foster, LLC
DECREASED99,287100,599-1,312-1%$3.7M$3.4M-$331.3K2026-10-19
Everhart Financial Group, Inc.
DECREASED97,78598,643-858-1%$3.6M$3.3M-$310.3K2026-10-08
Boltwood Capital Management
INCREASED97,57196,784+787+1%$3.6M$3.3M-$249.1K2026-10-02
Vise Technologies, Inc.
INCREASED95,52694,907+619+1%$3.5M$3.2M-$249.4K2026-10-29
Revolve Wealth Partners, LLC
DECREASED91,99194,251-2,260-2%$3.5M$3.1M-$345.5K2026-10-23
Carolina Wealth Management Inc
INCREASED91,39588,755+2,640+3%$3.3M$3.1M-$163.1K2026-10-29
LifeSteps Financial, Inc.
DECREASED89,98394,401-4,418-5%$3.5M$3.1M-$419.3K2026-10-15
True North Advisors, LLC
DECREASED86,80787,301-494-1%$3.2M$3.0M-$265.6K2026-10-22
Cdkv Holdings LLC
INCREASED86,62486,145+479+1%$3.2M$2.9M-$229.2K2026-10-28
Sentinel Pension Advisors, LLC
INCREASED85,73585,594+141+0%$3.0M$2.9M-$78.2K2026-11-02
Providence First Trust Co
DECREASED85,493115,826-30,333-26%$4.3M$2.9M-$1.4M2026-11-02
Centerpoint Advisors, LLC
UNCHANGED84,00084,00000%$3.1M$2.9K-$3.1M2026-11-05
Mather Group, Llc.
DECREASED83,22185,283-2,062-2%$3.1M$2.8M-$313.2K2026-10-14
SeaCrest Wealth Management, LLC
INCREASED82,73182,545+186+0%$3.0M$2.8M-$228.9K2026-10-21
Burkett Financial Services, LLC
DECREASED80,97583,126-2,151-3%$3.1M$2.8M-$310.1K2026-10-01
Wealthcare Advisory Partners LLC
INCREASED78,26876,252+2,016+3%$2.8M$2.7M-$148.7K2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED78,19878,183+15+0%$2.9M$2.7M-$222.3K2026-10-30
Ulland Investment Advisors, LLC
DECREASED78,13179,541-1,410-2%$2.9K$2.7K-$2752026-10-13
Dorato Capital Management
INCREASED76,03274,355+1,677+2%$2.7M$2.6M-$50.2K2026-10-08
Capital Squared Financial LLC
INCREASED75,88575,585+300+0%$2.8M$2.6M-$205.2K2026-10-30
Marquette Asset Management, LLC
DECREASED75,30480,271-4,967-6%$3.0M$2.6M-$397.7K2026-10-09
WBH Advisory Inc
DECREASED75,22876,536-1,308-2%$2.8M$2.6M-$262.6K2026-11-05
PCA Investment Advisory Services Inc.
DECREASED74,56876,573-2,005-3%$2.8M$2.5M-$286.5K2026-10-13
FF Advisors,LLC
INCREASED73,82658,884+14,942+25%$2.2M$2.5M+$340.5K2026-10-21
Affinity Capital Advisors, LLC
DECREASED73,28075,599-2,319-3%$2.7M$2.5M-$189.2K2026-10-13
Econ Financial Services Corp
DECREASED72,34875,110-2,762-4%$2.8M$2.5M-$308.0K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED71,59168,550+3,041+4%$2.5M$2.4M-$91.9K2026-11-05
Krilogy Financial LLC
INCREASED71,24669,814+1,432+2%$2.6M$2.5M-$115.3K2026-10-13
Sheets Smith Wealth Management
INCREASED70,71969,782+937+1%$2.6M$2.4M-$167.0K2026-10-16
Csenge Advisory Group
INCREASED70,67666,804+3,872+6%$2.5M$2.4M-$58.7K2026-11-04
Envision Financial LLC
DECREASED70,62089,605-18,985-21%$3.3M$2.4M-$901.2K2026-10-15
Values Added Financial LLC
DECREASED70,51178,475-7,964-10%$2.9M$2.4M-$494.6K2026-10-28
Joseph P. Lucia & Associates, LLC
DECREASED68,57468,648-740%$2.5M$2.3M-$198.2K2026-10-30
Asset Advisors Investment Management, LLC
DECREASED68,44468,902-458-1%$2.5M$2.3M-$212.0K2026-10-19
SWS Partners
DECREASED68,40270,103-1,701-2%$2.6M$2.3M-$257.6K2026-10-26
May Hill Capital, LLC
DECREASED68,03368,572-539-1%$2.5M$2.3M-$213.8K2026-11-03
Juncture Wealth Strategies, LLC
DECREASED67,54971,816-4,267-6%$2.6M$2.3M-$349.9K2026-10-06
Venture Visionary Partners LLC
INCREASED66,58765,448+1,139+2%$2.4M$2.3M-$147.8K2026-10-07
Bensler, LLC
DECREASED65,86666,120-2540%$2.4M$2.2M-$197.1K2026-11-05
Compound Planning, Inc.
DECREASED65,60267,057-1,455-2%$2.5M$2.2M-$240.6K2026-11-05
Madison Park Capital Advisors, LLC
INCREASED65,31565,084+231+0%$2.4M$2.2M-$177.6K2026-10-28
Cambridge Financial Group, LLC
UNCHANGED65,01165,01100%$2.4M$2.4M$02026-10-06
KCM Investment Advisors LLC
UNCHANGED63,45963,45900%$2.3M$2.2M-$180.9K2026-10-27
BCS Wealth Management
DECREASED63,32263,394-720%$2.3M$2.2M-$183.1K2026-11-03
Ironwood Financial, llc
DECREASED63,22264,052-830-1%$2.3M$2.2M-$115.4K2026-10-20
Valeo Financial Advisors, LLC
INCREASED62,25359,226+3,027+5%$2.2M$2.1M-$65.8K2026-10-08
Busey Bank
INCREASED61,5269,936+51,590+519%$366.3K$2.1M+$1.7M2026-10-26
Opal Wealth Advisors, LLC
DECREASED60,60161,246-645-1%$2.3M$2.1M-$196.5K2026-10-16
MCF Advisors LLC
DECREASED60,13663,765-3,629-6%$2.4M$2.0M-$305.2K2026-10-28
CRA Financial Services, LLC
DECREASED60,05764,454-4,397-7%$2.4M$2.0M-$333.3K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED59,78859,779+9+0%$2.2M$2.0M-$170.1K2026-10-15
Alliance Private Wealth, LLC
DECREASED59,03961,493-2,454-4%$2.3M$2.0M-$258.7K2026-10-20
Beaumont Financial Advisors, LLC
DECREASED59,03759,073-360%$2.2M$2.0M-$169.6K2026-10-22
NBZ Investment Advisors LLC
INCREASED58,23558,113+122+0%$2.1M$2.0M-$161.5K2026-10-30
Amicus Financial Advisors, LLC
INCREASED57,99257,609+383+1%$2.1M$2.0M-$151.2K2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
DECREASED57,88573,799-15,914-22%$2.7M$2.0M-$751.7K2026-10-13
Integrated Capital Management, LLC
INCREASED57,26957,189+80+0%$2.1M$1.9M-$160.3K2026-10-23
Sunburst Financial Group, LLC
INCREASED57,24956,858+391+1%$2.1M$1.9M-$148.7K2026-10-09
JFS Wealth Advisors, LLC
DECREASED56,99657,375-379-1%$2.1M$1.9M-$176.4K2026-11-03
Colorado Capital Management, Inc.
DECREASED56,94360,877-3,934-6%$2.2K$1.9K-$3082026-10-15
Cambridge Advisors Inc.
DECREASED56,90057,089-1890%$2.1M$1.9M-$169.1K2026-10-19
Fagan Associates, Inc.
DECREASED55,99456,843-849-1%$2.1M$1.9M-$190.9K2026-10-13
Cassilly Financial Group LLC
INCREASED55,77045,334+10,436+23%$1.7M$1.9M+$225.8K2026-10-07
Collective Family Office LLC
DECREASED55,28755,883-596-1%$2.1M$1.9M-$179.5K2026-10-05
ETF Store, Inc.
INCREASED54,49454,302+192+0%$2.0M$1.9M-$148.2K2026-10-19
LTG Capital LLC
INCREASED54,26254,146+116+0%$2.0M$1.8M-$150.4K2026-11-04
Quadcap Wealth Management, LLC
DECREASED54,15057,098-2,948-5%$2.1M$1.8M-$263.0K2026-11-02
PFG Advisors
DECREASED53,01054,231-1,221-2%$2.0M$1.8M-$196.1K2026-10-16
OFS Enterprise LLC
DECREASED52,33253,510-1,178-2%$2.0M$1.8M-$192.6K2026-10-16
Seek First Inc.
DECREASED52,14652,854-708-1%$1.9M$1.8M-$174.7K2026-10-27
Long Island Wealth Management, Inc.
INCREASED51,46751,456+11+0%$1.9M$1.8M-$146.3K2026-10-20
GuidedMoney, LLC
UNCHANGED51,43551,43500%$1.9M$1.7M-$146.6K2026-10-29
K2 Financial Inc.
INCREASED51,30448,512+2,792+6%$1.8M$1.8M+$19.7K2026-10-26
North Forty Two & Co.
DECREASED51,20651,501-295-1%$1.9M$1.7M-$156.8K2026-10-19
Winthrop Capital Management, LLC
INCREASED50,57250,385+187+0%$1.9M$1.7M-$137.6K2026-11-05
Savior LLC
INCREASED49,73348,439+1,294+3%$1.8M$1.7M-$94.0K2026-10-13
RCW Management, LLC
DECREASED48,88649,725-839-2%$1.8M$1.7M-$170.2K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED48,69445,430+3,264+7%$1.7M$1.7M-$18.4K2026-10-13
S.A. Mason LLC
DECREASED48,54349,143-600-1%$1.8M$1.7M-$160.5K2026-10-13
Pennsylvania Capital Management Inc
INCREASED48,46142,803+5,658+13%$1.6M$1.6M+$70.5K2026-11-05
Arkansas Financial Group, Inc.
UNCHANGED48,29148,29100%$1.8M$1.6M-$137.6K2026-10-26
Bfsg, LLC
DECREASED47,97250,677-2,705-5%$1.9M$1.6M-$236.4K2026-10-30
Legacy Bridge, LLC
UNCHANGED47,81647,81600%$1.8M$1.6M-$136.3K2026-10-28
Fulton Breakefield Broenniman LLC
DECREASED47,23549,302-2,067-4%$1.8M$1.6M-$210.8K2026-11-03
1900 Wealth Management LLC
INCREASED47,08747,038+49+0%$1.7M$1.6M-$132.4K2026-10-13
MeadowBrook Investment Advisors LLC
INCREASED46,40740,617+5,790+14%$1.5M$1.6M+$114.2K2026-10-29
Single Point Partners, LLC
INCREASED45,97041,502+4,468+11%$1.5M$1.6M+$33.7K2026-10-19
Thrive Wealth Management, LLC
INCREASED45,26845,112+156+0%$1.7M$1.5M-$123.3K2026-10-13
Capital Advantage, Inc.
DECREASED44,80047,977-3,177-7%$1.8M$1.5M-$244.8K2026-10-14
Naples Global Advisors, LLC
INCREASED43,70141,851+1,850+4%$1.5M$1.5M-$56.3K2026-11-05
First Growth Capital LLC
DECREASED43,40745,486-2,079-5%$1.7M$1.5M-$200.4K2026-10-15
Quadrant Capital Group LLC
DECREASED43,11143,514-403-1%$1.6M$1.5M-$117.0K2026-10-20
Vision Capital Management, Inc.
DECREASED43,07845,394-2,316-5%$1.7M$1.5M-$208.2K2026-10-20
Sharkey, Howes & Javer
UNCHANGED42,51842,51800%$1.6M$1.4M-$121.2K2026-10-22
Altfest L J & Co Inc
INCREASED42,47242,299+173+0%$1.6M$1.4M-$114.7K2026-10-27
Wilkins Miller Wealth Management, LLC
INCREASED42,22141,944+277+1%$1.5M$1.4M-$110.1K2026-10-13
Evergreen Capital Management LLC
UNCHANGED42,21042,21000%$1.6M$1.4M-$120.3K2026-10-23
Voisard Asset Management Group, Inc.
DECREASED42,04644,731-2,685-6%$1.6M$1.4M-$218.8K2026-10-13
WP Advisors, LLC
INCREASED41,55641,401+155+0%$1.5M$1.4M-$112.7K2026-10-22
Ifrah Financial Services, Inc.
DECREASED41,37541,709-334-1%$1.5M$1.4M-$130.2K2026-10-13
GHP Investment Advisors, Inc.
INCREASED41,36440,090+1,274+3%$1.5M$1.4M-$70.9K2026-10-15
Leisure Capital Management
DECREASED40,66241,977-1,315-3%$1.5M$1.4M-$164.4K2026-11-03
Whipplewood Advisors, LLC
INCREASED40,59039,709+881+2%$1.5M$1.4M-$83.2K2026-10-20
ARK & TLK Investments, LLC
UNCHANGED40,29140,29100%$1.5M$1.4M-$114.8K2026-10-20
Serenity Investment Advisors
DECREASED40,24640,466-220-1%$1.5M$1.4M-$94.1K2026-10-30
Wedmont Private Capital
INCREASED39,83130,281+9,550+32%$1.1M$1.4M+$288.6K2026-10-09
Sigma Investment Counselors Inc
INCREASED39,30324,105+15,198+63%$888.7K$1.3M+$448.3K2026-10-27
Stonebridge Financial Group, LLC
INCREASED39,24938,117+1,132+3%$1.4M$1.3M-$70.1K2026-10-01
Pegasus Asset Management, Inc.
INCREASED39,20035,889+3,311+9%$1.3M$1.3M+$10.4K2026-11-03
Squire Investment Management Company, LLC
UNCHANGED38,54138,54100%$1.4M$1.3M-$109.8K2026-11-03
Sawgrass Asset Management LLC
DECREASED38,18938,609-420-1%$1.4M$1.3M-$124.3K2026-11-03
Jm2 Capital Inc.
INCREASED38,04637,062+984+3%$1.4M$1.3M-$72.2K2026-10-14
Cornerstone Wealth Group, LLC
DECREASED37,93638,469-533-1%$1.4M$1.3M-$127.8K2026-11-02
Fidelis iM, LLC
UNCHANGED37,54237,54200%$1.4M$1.3M-$107.0K2026-10-16
Exchange Traded Concepts, LLC
DECREASED37,48138,065-584-2%$1.4M$1.3M-$128.4K2026-10-28
Ocean Park Asset Management, LLC
DECREASED37,48138,065-584-2%$1.4M$1.3M-$128.4K2026-10-21
Greenwood Gearhart LLC
INCREASED37,46536,175+1,290+4%$1.3M$1.3M-$59.2K2026-11-02
Embree Financial Group
DECREASED37,45938,754-1,295-3%$1.4M$1.3M-$154.5K2026-10-22
Phillips Financial Management, LLC
UNCHANGED37,35837,35800%$1.4M$1.3M-$106.5K2026-10-19
RMR Wealth Builders
INCREASED37,26037,126+134+0%$1.4M$1.3M-$101.3K2026-10-22
First Pacific Financial
INCREASED37,17837,054+124+0%$1.4M$1.3M-$101.4K2026-10-14
Summit Financial Wealth Advisors, LLC
UNCHANGED37,15437,15400%$1.4M$1.3M-$105.9K2026-10-15
Sculati Wealth Management, LLC
DECREASED37,13137,191-600%$1.3M$1.3M-$19.9K2026-10-19
MBA Advisors LLC
DECREASED36,96339,680-2,717-7%$1.5M$1.3M-$205.5K2026-10-29
Orca Investment Management, LLC
DECREASED36,57536,637-620%$1.4M$1.2M-$106.5K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED36,52636,114+412+1%$1.3M$1.2M-$88.9K2026-11-04
Shearwater Capital LLC
UNCHANGED36,27536,27500%$1.3M$1.2M-$103.4K2026-10-13
John W. Brooker & Co., CPAs
DECREASED35,87736,643-766-2%$1.4M$1.2M-$130.5K2026-10-21
Asset Dedication, LLC
INCREASED35,82630,378+5,448+18%$1.1M$1.2M+$98.8K2026-11-03
Great Waters Wealth Management
DECREASED35,38935,598-209-1%$1.3M$1.2M-$108.6K2026-10-07
Clear Point Advisors Inc.
INCREASED35,27334,387+886+3%$1.3M$1.2M-$67.8K2026-10-30
Manchester Financial Inc
DECREASED35,20135,481-280-1%$1.3M$1.2M-$110.6K2026-10-15
Adamsbrown Wealth Consultants LLC
DECREASED35,17835,276-980%$1.3M$1.2M-$103.9K2026-10-20
AMG National Trust Bank
UNCHANGED34,65034,65000%$1.3M$1.2M-$98.8K2026-11-05
Retirement Planning Group, LLC
INCREASED34,30133,687+614+2%$1.2M$1.2M-$75.1K2026-10-19
Tenret Co LLC
NEW34,073—+34,073——$1.2M—2026-11-02
Crescent Sterling, Ltd.
DECREASED33,98835,156-1,168-3%$1.3M$1.2M-$139.9K2026-10-16
Parkside Financial Bank & Trust
INCREASED33,89632,561+1,335+4%$1.2M$1.2M-$47.4K2026-10-27
Elevation Wealth Partners, LLC
INCREASED33,19432,906+288+1%$1.2M$1.1M-$84.0K2026-10-07
James Investment Research, Inc.
INCREASED33,16332,384+779+2%$1.2M$1.1M-$65.8K2026-10-22
National Wealth Management Group, LLC
INCREASED32,72428,131+4,593+16%$1.0M$1.1M+$76.1K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED32,62832,187+441+1%$1.2M$1.1M-$76.7K2026-10-15
Grantvest Financial Group LLC
DECREASED32,47332,823-350-1%$1.2M$1.1M-$105.5K2026-10-21
Third View Private Wealth, LLC
NEW32,037—+32,037——$1.1M—2026-10-30
Parallel Advisors, LLC
INCREASED31,52528,486+3,039+11%$1.1M$1.1M+$22.2K2026-11-03
Brighton Jones LLC
INCREASED31,10029,509+1,591+5%$1.1M$1.1M-$30.0K2026-11-03
Red Mountain Financial, LLC
DECREASED30,19230,547-355-1%$1.1M$1.0M-$99.2K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED30,17516,309+13,866+85%$601.3K$1.0M+$425.3K2026-10-16
Heritage Family Offices, LLP
INCREASED30,14630,143+3+0%$1.1M$1.0M-$85.8K2026-11-02
Five Pine Wealth Management
DECREASED30,00630,382-376-1%$1.1M$1.0M-$99.4K2026-10-20
Burns Matteson Capital Management, LLC
DECREASED29,88730,119-232-1%$1.1M$1.0M-$93.7K2026-10-16
Ironwood Wealth Management, Llc.
INCREASED29,85727,189+2,668+10%$1.0M$1.0M+$13.3K2026-10-28
Cap Partners, LLC
INCREASED29,24628,424+822+3%$1.0M$995.0K-$53.0K2026-10-19
BlueChip Wealth Advisors LLC
DECREASED29,23129,490-259-1%$1.1M$994.5K-$92.8K2026-11-03
Onyx Bridge Wealth Group LLC
UNCHANGED28,94828,94800%$1.1M$984.8K-$82.5K2026-10-16
Rede Wealth, LLC
DECREASED28,63029,589-959-3%$1.1M$974.0K-$117.0K2026-10-22
Sigma Planning Corp
DECREASED28,40828,746-338-1%$1.1M$965.2K-$94.7K2026-10-23
Bank of New York Mellon Corp
INCREASED27,96822,147+5,821+26%$816.6K$951.5K+$134.9K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED27,91927,911+8+0%$1.0M$949.8K-$79.3K2026-10-08
AlphaCore Capital LLC
INCREASED27,89227,891+10%$1.0M$948.9K-$79.5K2026-11-04
Visionary Horizons, LLC
INCREASED27,64625,883+1,763+7%$954.3K$940.5K-$13.8K2026-10-22
Integrated Advisors Network LLC
DECREASED27,15934,453-7,294-21%$1.3M$923.9K-$346.3K2026-10-20
YHB Investment Advisors, Inc.
INCREASED27,02425,901+1,123+4%$955.0K$919.4K-$35.6K2026-10-08
Midwest Trust Co
INCREASED26,89919,109+7,790+41%$704.5K$915.1K+$210.6K2026-10-22
West Paces Advisors Inc.
DECREASED26,88227,546-664-2%$1.0M$914.5K-$101.1K2026-10-13
Armstrong Advisory Group, Inc
INCREASED26,58724,990+1,597+6%$921.4K$904.5K-$16.9K2026-10-09
Armor Investment Advisors, LLC
UNCHANGED26,19926,19900%$966.0K$891.3K-$74.7K2026-10-27
Aurora Private Wealth, Inc.
INCREASED26,06325,542+521+2%$942.0K$887-$941.1K2026-10-20
Asset One Wealth Management LLC
INCREASED25,80225,247+555+2%$893.3K$877.8K-$15.5K2026-11-02
Arista Wealth Management, LLC
UNCHANGED25,04025,04000%$923.2K$851.9K-$71.4K2026-10-29
Indivisible Partners
INCREASED24,89524,623+272+1%$907.9K$846.9K-$61.0K2026-10-26
Heartwood Wealth Advisors LLC
DECREASED24,63924,845-206-1%$916.0K$838.2K-$77.8K2026-10-05
Genesee Capital Advisors, LLC
INCREASED24,46124,370+91+0%$898.5K$832.2K-$66.3K2026-10-20
Sims Investment Management, LLC
UNCHANGED24,18024,18000%$891.5K$822.6K-$68.9K2026-10-13
Apella Capital, LLC
INCREASED23,99722,051+1,946+9%$783.5K$824.6K+$41.1K2026-10-08
Hendershot Investments Inc.
INCREASED23,94723,679+268+1%$873.0K$814.7K-$58.4K2026-11-05
Eley Financial Management, Inc
DECREASED23,77524,077-302-1%$887.7K$808.8K-$78.9K2026-11-03
Fifth Third Bancorp
DECREASED23,74929,638-5,889-20%$1.1M$807.9K-$284.8K2026-11-05
Cooper S Advisors, LLC
INCREASED23,61623,548+68+0%$868.2K$803.4K-$64.8K2026-11-03
Midwest Capital Advisors, LLC
INCREASED23,51623,472+44+0%$865.4K$800.0K-$65.4K2026-11-04
Nautilus Advisors LLC
DECREASED23,43123,731-300-1%$849.8K$797.1K-$52.7K2026-10-07
Zenith Solutions, Inc.
INCREASED22,98321,728+1,255+6%$801.1K$781.9K-$19.2K2026-10-19
Financial Consulate, Inc
DECREASED22,91723,044-127-1%$849.7K$779.6K-$70.0K2026-10-23
Evermay Wealth Management LLC
DECREASED22,53422,639-1050%$834.7K$766.6K-$68.1K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED22,04023,058-1,018-4%$850.2K$749.8K-$100.3K2026-10-14
Biltmore Family Office, LLC
UNCHANGED22,00522,00500%$811.3K$748.6K-$62.7K2026-11-03
Diversified Management Inc
UNCHANGED21,90321,90300%$807.6K$745.1K-$62.4K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED21,67121,499+172+1%$792.7K$737.2K-$55.4K2026-10-26
JBR Co Financial Management Inc
UNCHANGED21,40121,40100%$789.1K$778.1K-$10.9K2026-10-13
TPG Advisors LLC
INCREASED21,33421,234+100+0%$782.9K$725.8K-$57.1K2026-10-16
Pinkerton Wealth, LLC
INCREASED21,22221,181+41+0%$655.8K$722.0K+$66.2K2026-10-29
Cooksen Wealth, LLC
INCREASED21,12120,951+170+1%$772.5K$731.8K-$40.6K2026-10-13
Diligent Investors, LLC
DECREASED20,97121,102-131-1%$778.0K$713.4K-$64.6K2026-10-21
Bigelow Investment Advisors, LLC
DECREASED20,89022,962-2,072-9%$846.6K$710.7K-$135.9K2026-10-13
Leverty Financial Group, LLC
DECREASED20,88721,540-653-3%$794.2K$710.6K-$83.6K2026-10-08
Greenleaf Trust
UNCHANGED20,74920,74900%$765.0K$705.9K-$59.1K2026-10-29
Carolina Wealth Advisors, LLC
DECREASED20,08422,910-2,826-12%$844.7K$683.3K-$161.4K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED20,02517,946+2,079+12%$661.7K$681.3K+$19.6K2026-10-27
Harfst & Associates, Inc.
UNCHANGED19,94619,94600%$735.4K$678.6K-$56.8K2026-10-20
Townsend Asset Management Corp
DECREASED19,87719,926-490%$734.7K$676.2K-$58.5K2026-10-29
Continuum Wealth Advisors, LLC
UNCHANGED19,84919,84900%$731.8K$675.3K-$56.6K2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED19,81519,856-410%$732.1K$674.1K-$58.0K2026-10-29
Aspen Investment Management Inc
INCREASED19,60719,604+3+0%$723$667-$562026-11-05
Tranquility Partners, LLC
UNCHANGED19,52219,52200%$719.8K$664.1K-$55.6K2026-10-20
Prospera Financial Services Inc
DECREASED19,47826,368-6,890-26%$972.6K$680.5K-$292.1K2026-11-04
Cottage Street Advisors LLC
INCREASED19,29111,405+7,886+69%$420.5K$656.3K+$235.8K2026-10-19
CMH Wealth Management LLC
DECREASED19,14020,640-1,500-7%$761.0K$651.1K-$109.9K2026-10-22
Stordahl Capital Management, Inc.
UNCHANGED19,00719,00700%$700.8K$646.6K-$54.2K2026-10-22
Asset Planning Services Inc
INCREASED18,64118,541+100+1%$684.0K$634-$683.4K2026-10-15
Flavin Financial Services, Inc.
NEW18,630—+18,630——$633.8K—2026-10-21
Pachira Investments Inc.
INCREASED18,45918,390+69+0%$678.1K$628.0K-$50.1K2026-10-14
Equitable Trust Co
UNCHANGED18,30418,30400%$674.9K$622.7K-$52.2K2026-10-13
Compass Ion Advisors, LLC
INCREASED18,19517,539+656+4%$646.6K$619.0K-$27.7K2026-10-23
Lodestone Wealth Management LLC
INCREASED18,14016,008+2,132+13%$590.2K$617.1K+$26.9K2026-10-14
NBT Bank, N.A.
DECREASED18,10520,048-1,943-10%$739.2K$615.9K-$123.2K2026-10-21
Twele Capital Management, Inc.
DECREASED18,10318,181-780%$670.3K$615.9K-$54.5K2026-10-13
Mirador Capital Partners LP
INCREASED18,04017,784+256+1%$655.7K$613.7K-$42.0K2026-10-09
Watershed Private Wealth LLC
UNCHANGED17,96717,96700%$662.4K$611.2K-$51.2K2026-10-30
Parsons Capital Management Inc
INCREASED16,91112,768+4,143+32%$470.8K$575.3K+$104.5K2026-10-28
Motive Wealth Advisors
UNCHANGED16,85416,85400%$621.4K$573.4K-$48.0K2026-10-26
Madden Securities Corp
INCREASED16,84716,846+1+0%$621.1K$573.1K-$48.0K2026-10-27
Vicus Capital
DECREASED16,75717,424-667-4%$642.4K$570.1K-$72.3K2026-11-05
International Private Wealth Advisors LLC
UNCHANGED16,66216,66200%$614.3K$566.8K-$47.5K2026-11-05
CWC Advisors, Llc.
DECREASED16,55617,055-499-3%$628.8K$563.2K-$65.6K2026-10-15
LifePlan Financial, LLC
DECREASED16,48918,117-1,628-9%$668.0K$568.4K-$99.6K2026-10-13
Sima Wealth Partners, LLC
DECREASED16,43024,418-7,988-33%$900.3K$559.0K-$341.3K2026-10-19
Relyea Zuckerberg Hanson LLC
UNCHANGED16,26416,26400%$599.6K$553.3K-$46.4K2026-10-20
One Way Holdings LLC
UNCHANGED16,00616,00600%$590.1K$544.5K-$45.6K2026-10-29
True Freedom Investing, LLC
INCREASED15,9309,849+6,081+62%$304.9K$541.9K+$237.0K2026-10-29
B. Riley Wealth Advisors, Inc.
NEW15,876—+15,876——$540.1K—2026-10-13
Vestment Financial LLC
INCREASED15,78415,780+4+0%$565.2K$536.5K-$28.7K2026-10-13
Essential Partners LLC
INCREASED15,72715,683+44+0%$578.2K$535.0K-$43.2K2026-10-14
Mission Wealth Management, LP
DECREASED15,35446,458-31,104-67%$1.7M$522.4K-$1.2M2026-10-15
Kestra Private Wealth Services, LLC
INCREASED15,12512,075+3,050+25%$445.2K$514.5K+$69.3K2026-10-30
Liberty Capital Management, Inc.
UNCHANGED14,90014,90000%$549.4K$506.9K-$42.5K2026-11-02
Selective Wealth Management, Inc.
DECREASED14,77114,841-700%$519.3K$510.4K-$8.9K2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED14,58614,057+529+4%$518.3K$496.2K-$22.1K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED14,49915,981-1,482-9%$589.2K$493.3K-$96.0K2026-10-21
Aspiriant, LLC
INCREASED14,47714,476+1+0%$533.7K$492.5K-$41.2K2026-10-16
Millennium Capital Advisors, LLC
DECREASED14,45314,570-117-1%$537.2K$491.7K-$45.5K2026-10-16
Ritholtz Wealth Management
INCREASED14,37314,297+76+1%$527.1K$489.0K-$38.2K2026-11-05
Parkshore Wealth Management, Inc.
DECREASED14,27915,055-776-5%$555.1K$485.8K-$69.3K2026-10-13
Keybank National Association
DECREASED13,96515,265-1,300-9%$562.8K$475.1K-$87.7K2026-11-04
Washington Trust Co
UNCHANGED13,58313,58300%$500.8K$462.1K-$38.7K2026-10-22
Axxcess Wealth Management, LLC
NEW13,544—+13,544——$460.8K—2026-10-21
Whelan Financial
DECREASED13,39213,742-350-3%$506.7K$455.6K-$51.0K2026-10-28
Smithbridge Asset Management Inc
DECREASED13,36118,654-5,293-28%$687.8K$454.5K-$233.3K2026-10-19
D.B. Root & Company, LLC
DECREASED13,35813,629-271-2%$502.5K$454.4K-$48.1K2026-11-04
Park Capital Management, LLC / WI
DECREASED13,26616,790-3,524-21%$619.0K$451.3K-$167.7K2026-10-13
Simon Quick Advisors, LLC
INCREASED13,2209,759+3,461+35%$359.8K$449.7K+$89.9K2026-10-26
Goldstein Advisors, LLC
UNCHANGED13,04313,04300%$480.9K$443.7K-$37.2K2026-10-15
Spire Wealth Management
DECREASED12,98613,881-895-6%$511.8K$441.8K-$70.0K2026-10-30
Mitchell Capital Management Co
INCREASED12,98312,577+406+3%$463.7K$441.7K-$22.0K2026-10-29
Kagan Cocozza Asset Management
UNCHANGED12,84812,84800%$473.7K$437.1K-$36.6K2026-10-19
Curtis Advisory Group, LLC
UNCHANGED12,65312,65300%$466.5K$430.5K-$36.1K2026-10-28
Perryman Financial Advisory Inc
INCREASED12,4555,586+6,869+123%$206.0K$423.7K+$217.8K2026-10-16
Tilia Fiduciary Partners, Inc.
INCREASED12,43112,375+56+0%$456.3K$422.9K-$33.4K2026-10-09
Firestone Capital Management
DECREASED12,38812,400-120%$457.2K$421.4K-$35.8K2026-11-03
NWF Advisory Services Inc.
INCREASED12,38012,374+6+0%$456.2K$421.2K-$35.1K2026-10-19
Meridian Financial Advisors, LLC
DECREASED12,32512,335-100%$454.8K$419.3K-$35.5K2026-10-14
Svrn Asset Management, LLC
UNCHANGED12,27912,27900%$452.7K$417.7K-$35.0K2026-11-02
Kaizen Financial Strategies
INCREASED12,19112,146+45+0%$441.6K$414.7K-$26.9K2026-10-09
TSG Advice Partners, LLC
NEW12,129—+12,129——$447.2K—2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED12,09512,060+35+0%$444.6K$411.5K-$33.2K2026-11-04
Verdence Capital Advisors LLC
INCREASED11,9507,690+4,260+55%$283.5K$406.5K+$123.0K2026-10-26
Armbruster Capital Management, Inc.
INCREASED11,92011,845+75+1%$436.7K$405.5K-$31.2K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED11,76711,735+32+0%$433$400-$332026-10-27
Signal Advisors Wealth, LLC
DECREASED11,59411,879-285-2%$438.0K$394.4K-$43.6K2026-10-13
Clarity Wealth Advisors, LLC
UNCHANGED11,34811,34800%$418.4K$386.1K-$32.3K2026-10-21
Chapman Financial Group, LLC
UNCHANGED11,19911,19900%$412.9K$381.0K-$31.9K2026-10-26
Highland Capital Management, LLC
UNCHANGED11,09011,09000%$408.9K$377.3K-$31.6K2026-10-26
Balboa Wealth Partners
INCREASED11,08910,887+202+2%$401.4K$377.2K-$24.2K2026-10-20
Balance Wealth Partners LLC
DECREASED10,99011,904-914-8%$438.9K$373.9K-$65.0K2026-10-27
Carnegie Investment Counsel
INCREASED10,9216,874+4,047+59%$253.4K$371.5K+$118.1K2026-10-20
XY Planning Network, Inc.
INCREASED10,90410,734+170+2%$395.7K$371.0K-$24.8K2026-10-14
RBA Wealth Management, LLC
INCREASED10,73610,730+6+0%$395.6K$365.2K-$30.4K2026-10-28
Altus Wealth Group LLC
INCREASED10,73110,591+140+1%$390.5K$365.1K-$25.4K2026-10-20
Acropolis Investment Management, LLC
UNCHANGED10,69410,69400%$394.3K$363.8K-$30.5K2026-10-08
Berkeley, Inc
INCREASED10,63810,637+1+0%$392.2K$361.9K-$30.3K2026-10-20
Paulson Wealth Management Inc.
UNCHANGED10,55710,55700%$389.2K$359.1K-$30.1K2026-11-02
Romano Brothers and Company
UNCHANGED10,49510,49500%$387.0K$357.0K-$29.9K2026-10-22
Private Trust Co NA
DECREASED10,47415,106-4,632-31%$557.0K$356.3K-$200.6K2026-10-20
MGO One Seven LLC
INCREASED10,36010,354+6+0%$381.7K$352.4K-$29.3K2026-10-28
KPP Advisory Services LLC
DECREASED10,34715,801-5,454-35%$582.6K$352.0K-$230.6K2026-10-26
Praetorian Wealth Management, Inc.
DECREASED10,23510,301-66-1%$379.8K$348.2K-$31.6K2026-10-16
MBE Wealth Management, LLC
DECREASED10,22710,505-278-3%$387.3K$347.9K-$39.4K2026-10-26
Keystone Wealth Services, LLC
UNCHANGED10,10110,10100%$372.4K$345.5K-$27.0K2026-11-03
William Mack & Associates, Inc.
INCREASED10,0907,918+2,172+27%$291.9K$343.3K+$51.3K2026-10-27
Bison Wealth, LLC
INCREASED10,01510,014+1+0%$361.4K$345.6K-$15.8K2026-10-13
Guardian Wealth Advisors, LLC
DECREASED9,98210,224-242-2%$377.0K$348.0K-$29.0K2026-10-30
SeaBridge Investment Advisors LLC
DECREASED9,96010,380-420-4%$382.7K$338.8K-$43.9K2026-11-02
Hamilton Capital, LLC
UNCHANGED9,7689,76800%$360.1K$332.3K-$27.8K2026-10-08
Northern Capital Management, Inc.
DECREASED9,75610,331-575-6%$380.9K$331.9K-$49.0K2026-11-05
FSM Wealth Advisors, LLC
UNCHANGED9,7449,74400%$359.3K$337.6K-$21.6K2026-10-27
Triton Wealth Management, Pllc
DECREASED9,7189,968-250-3%$351.6K$344.4K-$7.2K2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED9,66211,012-1,350-12%$406.0K$328.7K-$77.3K2026-10-13
Dickmeyer Boyce Financial Management, Inc.
DECREASED9,66210,235-573-6%$377.3K$328.7K-$48.6K2026-10-08
Old Port Advisors
INCREASED9,5899,580+9+0%$353.2K$326.2K-$27.0K2026-10-23
Soltis Investment Advisors LLC
NEW9,573—+9,573——$325.7K—2026-10-28
Apeiron RIA LLC
UNCHANGED9,5389,53800%$351.7K$327.2K-$24.5K2026-10-08
Old National Bancorp
UNCHANGED9,5139,51300%$350.7K$323.6K-$27.1K2026-10-20
Tandem Investment Partners LLC
INCREASED9,4839,190+293+3%$338.8K$322.6K-$16.2K2026-10-16
Robbins Farley
INCREASED9,4169,218+198+2%$339.9K$320.3K-$19.5K2026-10-21
Advisor OS, LLC
DECREASED9,3489,575-227-2%$353.0K$318.0K-$35.0K2026-11-03
AWM Capital, LLC
INCREASED9,3479,275+72+1%$342.0K$318.0K-$24.0K2026-10-16
Wetzel Investment Advisors, Inc.
UNCHANGED9,2709,27000%$341.8K$315.4K-$26.4K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED9,0009,00000%$331.8K$306.2K-$25.7K2026-10-21
Patten Group, Inc.
NEW8,943—+8,943——$304.2K—2026-10-26
HUB Investment Partners, LLC
DECREASED8,9419,611-670-7%$354.3K$304.2K-$50.2K2026-11-03
Elmwood Wealth Management, Inc.
DECREASED8,93211,207-2,275-20%$413.2K$303.9K-$109.3K2026-10-14
XXI Wealth, LLC
UNCHANGED8,9168,91600%$328.7K$303.3K-$25.4K2026-10-22
Clarity Capital Advisors, LLC
INCREASED8,8878,854+33+0%$326.4K$302.3K-$24.1K2026-10-27
Princeton Global Asset Management LLC
DECREASED8,7938,910-117-1%$328.5K$299.1K-$29.4K2026-10-21
Sherman Asset Management, Inc.
UNCHANGED8,7848,78400%$323.9K$298.8K-$25.0K2026-11-05
Independent Financial Group, LLC
DECREASED8,7759,542-767-8%$351.8K$298.5K-$53.3K2026-10-13
Florida Trust Wealth Management Co
DECREASED8,6259,624-999-10%$354.8K$293.4K-$61.4K2026-11-05
Charles Schwab Trust Co
INCREASED8,6247,428+1,196+16%$273.9K$293.4K+$19.5K2026-10-15
Directional Asset Management
DECREASED8,4238,682-259-3%$320.1K$286.5K-$33.6K2026-10-22
CoreCap Advisors, LLC
DECREASED8,3908,417-270%$310.3K$285.5K-$24.9K2026-10-08
Albion Financial Group
DECREASED8,3449,221-877-10%$340.0K$283.9K-$56.1K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED8,3439,762-1,419-15%$359.9K$283.8K-$76.1K2026-11-04
Bullock Wealth Management Group
INCREASED8,3208,302+18+0%$301.9K$285.4K-$16.5K2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED8,1998,19900%$302.3K$289.7K-$12.6K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED8,1979,340-1,143-12%$344.3K$278.9K-$65.5K2026-10-30
Principle Wealth Partners LLC
UNCHANGED8,1788,17800%$301.5K$278.2K-$23.3K2026-11-02
Kelleher Financial Advisors
NEW8,175—+8,175——$278.1K—2026-10-30
SAX Wealth Advisors, LLC
INCREASED8,1107,938+172+2%$245.7K$275.9K+$30.1K2026-10-13
Clayton Financial Group LLC
INCREASED8,1038,096+7+0%$298.5K$275.7K-$22.8K2026-10-13
Avion Wealth
UNCHANGED8,0468,04600%$296.0K$273-$295.7K2026-11-04
Wlth Capital Management, LLC
DECREASED8,00118,576-10,575-57%$684.9K$272.2K-$412.7K2026-10-20
SLT Holdings LLC
UNCHANGED8,0008,00000%$295.0K$272.2K-$22.8K2026-10-15
Highline Wealth Partners LLC
DECREASED7,9938,224-231-3%$303.2K$271.9K-$31.3K2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED7,9677,958+9+0%$293.4K$271.0K-$22.4K2026-11-05
First National Trust Co
UNCHANGED7,8937,89300%$291.0K$268.5K-$22.5K2026-10-28
One Day In July LLC
UNCHANGED7,8757,87500%$290.4K$267.9K-$22.4K2026-10-30
BIP Wealth, LLC
INCREASED7,8627,680+182+2%$283.2K$267.5K-$15.7K2026-10-22
RMG Wealth Management LLC
UNCHANGED7,8437,84300%$284.7K$271.3K-$13.4K2026-10-26
Robinswood Financial LLC
INCREASED7,8157,813+2+0%$288.1K$267.0K-$21.1K2026-10-20
Joel Isaacson & Co., LLC
INCREASED7,7496,790+959+14%$250.4K$263.6K+$13.3K2026-11-05
Heirloom Wealth Management
UNCHANGED7,7487,74800%$285.7K$263.6K-$22.1K2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED7,7047,70400%$284.0K$262.1K-$22.0K2026-10-16
Financial Management Network Inc
INCREASED7,6007,146+454+6%$250.0K$262.7K+$12.7K2026-10-09
Forum Financial Management, LP
DECREASED7,5897,684-95-1%$283.3K$258.2K-$25.1K2026-10-16
Gaddis Premier Wealth Advisors LLC
UNCHANGED7,4637,46300%$275.2K$253.9K-$21.3K2026-10-29
ACT Wealth Management, LLC
INCREASED7,3737,368+5+0%$271.7K$250.8K-$20.8K2026-10-09
Aull & Monroe Investment Management Corp
INCREASED7,2567,178+78+1%$264.7K$246.8K-$17.8K2026-10-16
Raub Brock Capital Management LP
INCREASED7,2567,229+27+0%$266.5K$246.8K-$19.7K2026-10-21
VestGen Advisors, LLC
INCREASED7,2226,910+312+5%$254.8K$245.7K-$9.1K2026-10-27
Legacy Financial Strategies, LLC
INCREASED7,1567,116+40+1%$262.4K$243.4K-$18.9K2026-10-15
Optima Capital LLC
INCREASED7,1317,104+27+0%$261.9K$242.6K-$19.3K2026-10-29
Financial Designs Corp
UNCHANGED7,1167,11600%$262.4K$242.1K-$20.3K2026-10-09
Westco Advisory Services Inc
UNCHANGED7,0977,09700%$261.7K$241.4K-$20.2K2026-10-14
Portus Wealth Advisors, LLC
INCREASED7,0946,768+326+5%$249.5K$241.3K-$8.2K2026-10-13
Revisor Wealth Management LLC
DECREASED7,0697,084-150%$261.2K$241.4K-$19.8K2026-10-20
Human Investing LLC
INCREASED7,0086,986+22+0%$257.6K$238.4K-$19.2K2026-10-19
Procyon Advisors, LLC
INCREASED6,9426,773+169+3%$249.7K$236.2K-$13.5K2026-10-21
Oppenheimer Asset Management Inc.
INCREASED6,8816,868+13+0%$253.2K$234.1K-$19.1K2026-10-27
Capital Investment Counsel, LLC
UNCHANGED6,8816,88100%$253.7K$234.1K-$19.6K2026-10-14
Glaxis Capital Management, LLC
UNCHANGED6,8646,86400%$253.1K$233.5K-$19.6K2026-11-02
Oppenheimer & Co Inc
DECREASED6,8508,920-2,070-23%$328.9K$233.0K-$95.8K2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED6,8436,84300%$252.3K$232.8K-$19.5K2026-10-05
Horst & Graben Wealth Management LLC
DECREASED6,7576,939-182-3%$252.3K$229.9K-$22.4K2026-11-02
Gainplan LLC
INCREASED6,7536,746+7+0%$248.7K$229.7K-$19.0K2026-10-09
Caldwell Trust Co
DECREASED6,7509,645-2,895-30%$355.6K$229.6K-$126.0K2026-10-30
HT Partners LLC
UNCHANGED6,7436,74300%$248.6K$229.4K-$19.2K2026-10-20
Patton Albertson Miller Group, LLC
UNCHANGED6,6836,68300%$246.4K$227.4K-$19.0K2026-10-26
Chesley Taft & Associates LLC
INCREASED6,6476,645+2+0%$245.0K$226.1K-$18.9K2026-10-13
Montag A & Associates Inc
UNCHANGED6,6426,64200%$244.9K$226.0K-$18.9K2026-10-29
Canandaigua National Bank & Trust Co
UNCHANGED6,6306,63000%$244.4K$225.6K-$18.9K2026-10-07
CJM Wealth Advisers, Ltd.
UNCHANGED6,6186,61800%$244.0K$225.1K-$18.9K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED6,57611,426-4,850-42%$421.3K$223.7K-$197.6K2026-10-14
Tectonic Advisors LLC
INCREASED6,5386,514+24+0%$240.2K$222.4K-$17.7K2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED6,4506,45000%$237.8K$219.4K-$18.4K2026-10-09
Capital Investment Advisors, LLC
INCREASED6,4486,414+34+1%$236.5K$219.4K-$17.1K2026-10-22
TruNorth Capital Management, LLC
UNCHANGED6,4216,42100%$236.7K$218.4K-$18.3K2026-10-14
Purus Wealth Management, LLC
UNCHANGED6,3796,37900%$235.2K$217.0K-$18.2K2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED6,2526,254-20%$230.6K$212.7K-$17.9K2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
UNCHANGED6,2516,25100%$230.5K$212.7K-$17.8K2026-10-15
Hartline Investment Corp/
DECREASED6,1846,958-774-11%$256.5K$210.4K-$46.2K2026-10-29
Nations Financial Group Inc,
DECREASED6,1626,293-131-2%$232.0K$209.6K-$22.4K2026-11-05
Pflug Koory, LLC
DECREASED6,1476,226-79-1%$229.6K$209.1K-$20.4K2026-10-26
Trek Financial, LLC
NEW6,109—+6,109——$207.8K—2026-10-29
Vaughan David Investments LLC
NEW6,054—+6,054——$206—2026-11-05
Arlington Financial Advisors, LLC
DECREASED6,0536,062-90%$223.5K$205.9K-$17.6K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED6,0306,577-547-8%$242.5K$205.1K-$37.4K2026-11-05
Hengehold Capital Management LLC
INCREASED5,9875,969+18+0%$220.1K$203.7K-$16.4K2026-10-16
Madrid Wealth Management, LLC
DECREASED5,9836,031-48-1%$222.4K$203.5K-$18.8K2026-10-23
Facet Wealth, Inc.
NEW5,977—+5,977——$203.3K—2026-11-04
tru Independence LLC
UNCHANGED5,9715,97100%$220.1K$203.1K-$17.0K2026-10-20
Sagespring Wealth Partners, LLC
DECREASED5,9376,407-470-7%$236.2K$202.0K-$34.3K2026-10-22
Kathmere Capital Management, LLC
UNCHANGED5,9345,93400%$218.8K$201.9K-$16.9K2026-10-20
Arnold Financial Planning LLC
UNCHANGED5,8955,89500%$217.3K$200.5K-$16.8K2026-10-20
Mayfair Advisory Group, LLC
INCREASED5,8845,863+21+0%$205.1K$200.2K-$5.0K2026-10-20
Key FInancial Inc
UNCHANGED5,5315,53100%$203.9K$188.2K-$15.8K2026-11-02
Contravisory Investment Management, Inc.
DECREASED5,4327,444-2,012-27%$274.5K$184.8K-$89.7K2026-10-13
Duncker Streett & Co Inc
UNCHANGED5,4265,42600%$200.1K$184.6K-$15.5K2026-10-27
Bank of New Hampshire
UNCHANGED5,1155,11500%$188.6K$174.0K-$14.6K2026-10-06
Fairman Group, LLC
DECREASED5,0525,188-136-3%$191.3K$171.9K-$19.4K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW4,433—+4,433——$150.8K—2026-11-05
Coastline Trust Co
UNCHANGED4,3154,31500%$159.1K$146.8K-$12.3K2026-10-01
Davis Capital Management
DECREASED4,2544,614-360-8%$170.1K$144.7K-$25.4K2026-10-08
Signaturefd, LLC
UNCHANGED4,2474,24700%$156.6K$144.5K-$12.1K2026-10-23
Assetmark, Inc
DECREASED4,2344,617-383-8%$170.2K$144.0K-$26.2K2026-10-21
Bokf, NA
UNCHANGED4,1494,14900%$153.0K$141.1K-$11.8K2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED3,9603,96000%$146.0K$134.7K-$11.3K2026-10-07
Cassaday & Co Wealth Management LLC
UNCHANGED3,7683,76800%$138.9K$128.2K-$10.7K2026-10-27
First Command Advisory Services, Inc.
NEW3,750—+3,750——$127.6K—2026-11-05
SYM Financial Corp
UNCHANGED3,6793,67900%$135.6K$125.2K-$10.5K2026-10-26
Golden State Wealth Management, LLC
INCREASED3,4203,414+6+0%$125.9K$116.4K-$9.5K2026-11-02
Arlington Trust Co LLC
UNCHANGED3,0003,00000%$110.6K$102.1K-$8.6K2026-10-20
Richards, Merrill & Peterson, Inc.
DECREASED2,9193,815-896-23%$140.7K$99.3K-$41.4K2026-10-19
Morton Brown Family Wealth, LLC
UNCHANGED2,8802,88000%$106.2K$98.0K-$8.2K2026-10-23
Fairway Wealth LLC
INCREASED2,8342,823+11+0%$104.1K$96.4K-$7.7K2026-10-30
Bulwark Capital Corp
UNCHANGED2,6832,68300%$98.9K$91.3K-$7.6K2026-10-13
Root Financial Partners, LLC
NEW2,646—+2,646——$90.0K—2026-10-21
Central Trust Co
INCREASED2,5562,019+537+27%$74.4K$87.0K+$12.5K2026-11-05
Breakwater Investment Management
UNCHANGED2,5502,55000%$94.0K$86.8K-$7.3K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED2,4002,40000%$88.5K$81.6K-$6.8K2026-10-23
Oakworth Capital, Inc.
UNCHANGED2,3222,32200%$84.4K$79.0K-$5.4K2026-10-26
Gamma Investing LLC
INCREASED2,31673+2,243+3073%$2.7K$78.8K+$76.1K2026-10-08
First Community Trust NA
UNCHANGED2,2662,26600%$83.5K$77.1K-$6.5K2026-10-07
Hickory Point Bank & Trust
UNCHANGED2,1452,14500%$79.1K$73.0K-$6.1K2026-10-01
Creative Financial Designs Inc
UNCHANGED1,9921,99200%$73.4K$67.8K-$5.7K2026-11-04
Citigroup Inc
INCREASED1,9651,899+66+3%$70.0K$66.8K-$3.2K2026-11-04
Gilpin Wealth Management, LLC
INCREASED1,9251,900+25+1%$70.1K$65.5K-$4.6K2026-10-09
Frankly Finances, LLC
UNCHANGED1,8901,89000%$69.7K$64.3K-$5.4K2026-10-28
Birch Financial Group, LLC
NEW1,849—+1,849——$62.9K—2026-10-27
Ascentis Independent Advisors
NEW1,710—+1,710——$58.2K—2026-11-03
Finley Financial, LLC
UNCHANGED1,6681,66800%$61.5K$57.2K-$4.3K2026-10-28
Financial Management Professionals, Inc.
UNCHANGED1,6301,63000%$60.1K$55.5K-$4.6K2026-10-23
North Star Investment Management Corp.
INCREASED1,6181,612+6+0%$59.4K$55.0K-$4.4K2026-10-27
Tradewinds Capital Management, LLC
INCREASED1,5321,344+188+14%$49.6K$52.1K+$2.6K2026-10-23
Lanark Financial, Inc.
INCREASED1,5121,453+59+4%$53.6K$51.4K-$2.1K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED1,4971,811-314-17%$66.8K$50.9K-$15.9K2026-10-26
DecisionPoint Financial, LLC
INCREASED1,4361,430+6+0%$52.0K$49.2K-$2.8K2026-10-27
Manchester Capital Management LLC
UNCHANGED1,3911,39100%$51.3K$47.3K-$4.0K2026-10-22
Roxbury Financial LLC
UNCHANGED1,3501,35000%$49.8K$45.9K-$3.8K2026-10-01
Creative Capital Management Investments LLC
UNCHANGED1,3371,33700%$49.3K$45.5K-$3.8K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED1,3021,377-75-5%$50.8K$44.3K-$6.5K2026-11-03
Nova Financial LLC
NEW1,126—+1,126——$38.3K—2026-11-04
Harbor Investment Advisory, LLC
DECREASED1,1038,303-7,200-87%$306.1K$37.5K-$268.6K2026-10-13
Blume Capital Management, Inc.
UNCHANGED1,0501,05000%$38.7K$35.7K-$3.0K2026-10-26
James T. Borello RIA
UNCHANGED1,0021,00200%$36.9K$34.1K-$2.9K2026-10-16
Trust Co of Vermont
UNCHANGED94794700%$34.9K$32.2K-$2.7K2026-10-21
Atwood & Palmer Inc
INCREASED901897+4+0%$33.1K$30.6K-$2.4K2026-10-08
Comprehensive Financial Planning, Inc.
UNCHANGED77977900%$28.7K$26.5K-$2.2K2026-10-27
Rossby Financial, LCC
INCREASED77735+742+2120%$1.3K$26.4K+$25.1K2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED670487+183+38%$18.0K$22.8K+$4.8K2026-10-30
Main Street Group, LTD
UNCHANGED64264200%$23.7K$21.8K-$1.8K2026-10-28
Prudent Man Investment Management, Inc.
NEW612—+612——$20.8K—2026-11-03
Alpine Bank Wealth Management
NEW600—+600——$20.4K—2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED60060000%$21.8K$20.6K-$1.2K2026-10-16
Hurley Capital, LLC
INCREASED588587+1+0%$21.6K$20.0K-$1.6K2026-11-05
Jnba Financial Advisors
UNCHANGED58558500%$21.6K$19.9K-$1.7K2026-11-03
Halbert Hargrove Global Advisors, LLC
UNCHANGED57257200%$21.1K$19.5K-$1.6K2026-10-16
Angeles Wealth Management, LLC
DECREASED559934-375-40%$34.4K$19.0K-$15.4K2026-10-26
Grey Ledge Advisors, LLC
INCREASED557527+30+6%$19.4K$18.9K-$4902026-11-02
Compass Financial Management LLC
DECREASED499810-311-38%$29.9K$17.0K-$12.9K2026-10-30
Balentine LLC
NEW447—+447——$15.2K—2026-11-03
Eastern Bank
NEW422—+422——$14.4K—2026-10-05
Tompkins Financial Corp
INCREASED420353+67+19%$13.0K$14.3K+$1.3K2026-10-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED39339300%$14.5K$13.4K-$1.1K2026-10-20
POM Investment Strategies, LLC
UNCHANGED37537500%$13.8K$12.8K-$1.1K2026-10-20
Cordgrass Capital Advisors, LLC
DECREASED369480-111-23%$17.7K$12.6K-$5.1K2026-10-30
Horrell Capital Management, Inc.
UNCHANGED36036000%$13.3K$12.2K-$1.0K2026-10-08
Latitude Advisors, LLC
NEW348—+348——$11.8K—2026-10-27
Peachtree Investment Partners, LLC
INCREASED347346+1+0%$12.7K$11.8K-$9582026-11-05
Valley Wealth Managers, Inc.
UNCHANGED34034000%$12.5K$11.6K-$9692026-10-09
Triumph Capital Management
INCREASED334333+1+0%$12.3K$11.4K-$9052026-10-14
Salomon & Ludwin, LLC
UNCHANGED30930900%$11.2K$10.5K-$7232026-10-29
Rydar Equities, Inc.
NEW298—+298——$10.2K—2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED29729700%$10.9K$10.1K-$8462026-10-15
Archer Investment Corp
UNCHANGED29529500%$10.9K$10.1K-$8102026-11-05
Buck Wealth Strategies, LLC
UNCHANGED27927900%$10.3K$9.5K-$7952026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED263262+1+0%$7.0K$9-$7.0K2026-11-04
Reap Financial Group, LLC
DECREASED2562,262-2,006-89%$83.4K$8.7K-$74.7K2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
NEW211—+211——$7.2K—2026-10-28
Simplex Trading, LLC
INCREASED170158+12+8%$5.8K$5.8K-$422026-11-04
Center for Financial Planning, Inc.
UNCHANGED16816800%$6.2K$5.7K-$4802026-10-26
Westside Investment Management, Inc.
UNCHANGED15015000%$5.5K$5.1K-$4282026-11-02
Financial Network Wealth Advisors LLC
UNCHANGED10210200%$3.8K$3.5K-$2912026-10-28
EPG Wealth Management LLC
UNCHANGED818100%$3.0K$2.8K-$2302026-11-03
TFC Financial Management, Inc.
UNCHANGED818100%$3.0K$2.8K-$2312026-10-26
Evolution Wealth Management Inc.
UNCHANGED727200%$2.7K$2.4K-$2062026-10-28
Mainstream Capital Management LLC
NEW69—+69——$2.3K—2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED575700%$2.1K$1.9K-$1632026-10-06
Hanson & Doremus Investment Management
UNCHANGED545400%$2.0K$2-$2.0K2026-10-16
Wilkerson Advisory Group LLC
INCREASED5352+1+2%$1.9K$1.8K-$1432026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED464600%$1.7K$1.6K-$1322026-10-14
Pacific Center for Financial Services
INCREASED4039+1+3%$1.5K$1.3K-$1072026-10-15
Networth Advisors, LLC
UNCHANGED363600%$1.3K$1.2K-$982026-11-03
Abound Wealth Management
INCREASED346+28+467%$216$1.2K+$9412026-10-26
Trust Co
INCREASED2622+4+18%$811$896+$852026-10-09
Blueline Advisors LLC
UNCHANGED151500%$566$522-$442026-10-15
Scarborough Advisors, LLC
CLOSED0250,343-250,343-100%$9.0M$0-$9.0M2026-10-16
Foster Victor Wealth Advisors, LLC
CLOSED0106,670-106,670-100%$3.8M$0-$3.8M2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED030,143-30,143-100%$1.1M$0-$1.1M2026-10-27
Worth Asset Management, LLC
CLOSED019,849-19,849-100%$731.8K$0-$731.8K2026-10-07
Keeler & Nadler Financial Planning & Wealth Management
CLOSED015,187-15,187-100%$560.0K$0-$560.0K2026-10-28
Wealthcare Capital Partners, LLC
CLOSED014,149-14,149-100%$521.7K$0-$521.7K2026-10-21
Strategic Equity Management
CLOSED010,040-10,040-100%$370.2K$0-$370.2K2026-11-04
Associated Banc-Corp
CLOSED09,675-9,675-100%$356.7K$0-$356.7K2026-10-30
Winnacle Wealth LLC
CLOSED08,786-8,786-100%$323.9K$0-$323.9K2026-10-15
Ethic Inc.
CLOSED08,547-8,547-100%$315.1K$0-$315.1K2026-11-03
Triad Wealth Partners, LLC
CLOSED06,042-6,042-100%$213.1K$0-$213.1K2026-10-26
Forvis Mazars Wealth Advisors, LLC
CLOSED05,863-5,863-100%$216.2K$0-$216.2K2026-10-13
Essex Bank
CLOSED05,819-5,819-100%$214.5K$0-$214.5K2026-10-16
Souders Financial Advisors
CLOSED05,758-5,758-100%$212.3K$0-$212.3K2026-11-03
Compass Wealth Management, LLC
CLOSED05,755-5,755-100%$212.2K$0-$212.2K2026-10-30
Stone Summit Wealth LLC
CLOSED05,749-5,749-100%$212.0K$0-$212.0K2026-10-14
Three Magnolias Financial Advisors, LLC
CLOSED05,705-5,705-100%$210.3K$0-$210.3K2026-10-14
Penobscot Investment Management Company, Inc.
CLOSED05,610-5,610-100%$206.8K$0-$206.8K2026-10-26
Intrua Financial, LLC
CLOSED05,546-5,546-100%$204.5K$0-$204.5K2026-10-28
Smith Salley Wealth Management
CLOSED05,524-5,524-100%$203.7K$0-$203.7K2026-11-03
Unique Wealth, LLC
CLOSED05,514-5,514-100%$203.3K$0-$203.3K2026-10-16
Bellecapital International Ltd.
CLOSED03,640-3,640-100%$134.2K$0-$134.2K2026-10-21
International Assets Investment Management, LLC
CLOSED02,373-2,373-100%$86.3K$0-$86.3K2026-11-02
Acumen Wealth Advisors, LLC
CLOSED0766-766-100%$28.3K$0-$28.3K2026-11-05
RHL Group, LLC
CLOSED0357-357-100%$13.2K$0-$13.2K2026-11-04
Cullen T Bankers, Inc.
CLOSED0245-245-100%$9.0K$0-$9.0K2026-10-28
Cornerstone Planning Group LLC
CLOSED0163-163-100%$5.8K$0-$5.8K2026-10-16
Towne Trust Company, N.a
CLOSED0126-126-100%$4.6K$0-$4.6K2026-10-28
Tucker Asset Management LLC
CLOSED036-36-100%$1.3K$0-$1.3K2026-10-29
NorthAvenue LLC
CLOSED016-16-100%$590$0-$5902026-10-29
Toth Financial Advisory Corp
CLOSED06-6-100%$222$0-$2222026-10-08
Financial Engines Advisors L.L.C.
N/A—51,767,947-51,767,947-100%$1.9B———
Northwestern Mutual Wealth Management Co
N/A—12,568,632-12,568,632-100%$463.4M———
Moneta Group Investment Advisors LLC
N/A—11,767,147-11,767,147-100%$433.9M———
Jones Financial Companies Lllp
N/A—7,349,241-7,349,241-100%$266.2M———
Advisory Alpha, LLC
N/A—6,983,767-6,983,767-100%$257.5M———
HighTower Advisors, LLC
N/A—6,149,219-6,149,219-100%$226.7M———
Cerity Partners LLC
N/A—5,729,822-5,729,822-100%$198.5M———
Savant Capital, LLC
N/A—3,231,643-3,231,643-100%$114.6M———
JMG Financial Group, Ltd.
N/A—3,074,425-3,074,425-100%$113.4M———
Mariner, LLC
N/A—2,627,084-2,627,084-100%$96.9M———
UBS Group AG
N/A—2,285,436-2,285,436-100%$84.3M———
LPL Financial LLC
N/A—2,017,782-2,017,782-100%$74.4M———
Raymond James Financial Inc
N/A—1,859,876-1,859,876-100%$68.6M———
Advocacy Wealth Management, LLC
N/A—1,715,392-1,715,392-100%$63.2M———
Waverly Advisors, LLC
N/A—1,699,550-1,699,550-100%$62.7M———
Morgan Stanley
N/A—1,649,131-1,649,131-100%$60.8M———
Charles Schwab Investment Management Inc
N/A—1,636,994-1,636,994-100%$60.4M———
Envestnet Asset Management Inc
N/A—1,553,972-1,553,972-100%$57.2M———
Beacon Pointe Advisors, LLC
N/A—1,484,018-1,484,018-100%$54.7M———
Captrust Financial Advisors
N/A—1,421,766-1,421,766-100%$52.4M———
Cetera Investment Advisers
N/A—1,418,775-1,418,775-100%$52.3M———
Ameriprise Financial Inc
N/A—1,266,454-1,266,454-100%$46.7M———
Focus Partners Wealth
N/A—1,131,309-1,131,309-100%$41.7M———
Bank of America Corp
N/A—965,564-965,564-100%$35.6M———
BlackRock, Inc.
N/A—887,355-887,355-100%$32.7M———
Mercer Global Advisors Inc
N/A—873,101-873,101-100%$32.2M———
Johnson Investment Counsel Inc
N/A—815,376-815,376-100%$30.1M———
Osaic Holdings, Inc.
N/A—766,354-766,354-100%$28.3M———
Berkshire Asset Management LLC
N/A—730,699-730,699-100%$26.9M———
Compass Advisory Group LLC
N/A—685,027-685,027-100%$25.3M———
Curi Capital, LLC
N/A—683,104-683,104-100%$25.2M———
Bleakley Financial Group, LLC
N/A—675,122-675,122-100%$24.9M———
Lutz Financial Services LLC
N/A—672,364-672,364-100%$24.8M———
FAS Wealth Partners, Inc.
N/A—666,751-666,751-100%$24.6M———
MAI Capital Management
N/A—612,338-612,338-100%$22.6M———
OneDigital Investment Advisors LLC
N/A—568,557-568,557-100%$21.0M———
Goldman Sachs Group Inc
N/A—529,633-529,633-100%$19.5M———
Fortis Capital Management LLC
N/A—501,416-501,416-100%$18.5M———
Asset Management Group, Inc.
N/A—498,057-498,057-100%$18.4M———
Sherwood Financial Partners, LLC
N/A—493,878-493,878-100%$18.2M———
AQR Capital Management LLC
N/A—486,421-486,421-100%$17.9M———
Trinity Legacy Partners, LLC
N/A—481,343-481,343-100%$16.9M———
HHM Wealth Advisors, LLC
N/A—472,953-472,953-100%$17.4M———
IMA Advisory Services, Inc.
N/A—471,971-471,971-100%$17.4M———
Clearwater Capital Advisors, LLC
N/A—464,741-464,741-100%$17.1M———
Wells Fargo & Company
N/A—464,605-464,605-100%$17.1M———
Two Sigma Investments, LP
N/A—460,100-460,100-100%$17.0M———
Rockefeller Capital Management L.P.
N/A—446,605-446,605-100%$16.5M———
Benjamin Edwards Inc
N/A—433,379-433,379-100%$16.0M———
JPMorgan Chase & Co
N/A—415,997-415,997-100%$15.2M———
MML Investors Services, LLC
N/A—399,513-399,513-100%$14.7M———
Whittier Trust Co of Nevada Inc
N/A—393,352-393,352-100%$14.0M———
North Star Asset Management Inc
N/A—386,953-386,953-100%$14.3M———
Kavar Capital Partners Group, LLC
N/A—376,253-376,253-100%$13.9M———
Brand Asset Management Group, Inc.
N/A—371,674-371,674-100%$13.7M———
Ausdal Financial Partners, Inc.
N/A—356,977-356,977-100%$13.2M———
Clearstead Advisors, LLC
N/A—347,443-347,443-100%$12.8M———
Money Concepts Capital Corp
N/A—343,010-343,010-100%$12.6M———
Leavell Investment Management, Inc.
N/A—332,075-332,075-100%$12.2M———
HBK Sorce Advisory LLC
N/A—322,825-322,825-100%$11.6M———
ProVise Management Group, LLC
N/A—321,065-321,065-100%$11.8M———
Odyssey Group, LLC
N/A—317,388-317,388-100%$11.7M———
Bernard Wealth Management Corp.
N/A—312,545-312,545-100%$11.5M———
Main Street Financial Solutions, LLC
N/A—309,216-309,216-100%$11.4M———
Janney Montgomery Scott LLC
N/A—308,478-308,478-100%$11.4M———
Range Advisory, LLC
N/A—293,784-293,784-100%$10.8M———
Allworth Financial LP
N/A—292,552-292,552-100%$10.8M———
American Money Management, LLC
N/A—271,764-271,764-100%$10.0M———
Baird Financial Group, Inc.
N/A—253,570-253,570-100%$9.3M———
Cary Street Partners Financial LLC
N/A—248,565-248,565-100%$9.2M———
Arbor Trust Wealth Advisors, LLC
N/A—247,603-247,603-100%$9.1M———
Royal Bank of Canada
N/A—240,968-240,968-100%$8.9M———
Cresset Asset Management, LLC
N/A—240,307-240,307-100%$8.9M———
Private Advisor Group, LLC
N/A—239,038-239,038-100%$8.8M———
Whittier Trust Co
N/A—236,360-236,360-100%$8.5M———
Meridian Wealth Partners, LLC
N/A—230,886-230,886-100%$8.5M———
Broadleaf Partners, LLC
N/A—226,927-226,927-100%$8.4M———
Natixis Advisors, LLC
N/A—207,494-207,494-100%$7.7M———
Anchor Investment Management, LLC
N/A—204,286-204,286-100%$7.5M———
Merit Financial Group, LLC
N/A—203,096-203,096-100%$7.5M———
OneAscent Financial Services LLC
N/A—192,278-192,278-100%$7.1M———
Texas Yale Capital Corp.
N/A—191,530-191,530-100%$7.1M———
Wealthspire Advisors, LLC
N/A—186,296-186,296-100%$6.9M———
FMR LLC
N/A—185,468-185,468-100%$6.8M———
Pure Financial Advisors, LLC
N/A—181,950-181,950-100%$6.7M———
Madden Advisory Services, Inc.
N/A—181,685-181,685-100%$6.7M———
Destination Wealth Management
N/A—176,884-176,884-100%$6.5M———
Summitpoint Capital Management
N/A—153,178-153,178-100%$5.6M———
Hilltop Wealth Advisors, LLC
N/A—152,811-152,811-100%$5.6M———
Game Plan Financial Advisors, LLC
N/A—149,200-149,200-100%$5.5M———
Lathrop Investment Management Co
N/A—136,608-136,608-100%$5.0M———
Modern Wealth Management, LLC
N/A—135,172-135,172-100%$5.0M———
Sage Financial Management Group, Inc.
N/A—134,951-134,951-100%$5.0M———
Balanced Wealth Group LLC
N/A—133,848-133,848-100%$4.9M———
Roundview Capital LLC
N/A—132,051-132,051-100%$4.9M———
Stifel Financial Corp
N/A—131,356-131,356-100%$4.8M———
Beacon Bridge Wealth Partners, LLC
N/A—131,105-131,105-100%$4.8M———
Great Valley Advisor Group, Inc.
N/A—124,076-124,076-100%$4.6M———
Fort Point Capital Partners LLC
N/A—123,863-123,863-100%$4.6M———
Wescap Management Group, Inc.
N/A—120,537-120,537-100%$4.4M———
Susquehanna International Group, LLP
N/A—120,265-120,265-100%$4.4M———
Equitable Holdings, Inc.
N/A—117,937-117,937-100%$4.3M———
Lowe Brockenbrough & Co Inc
N/A—117,730-117,730-100%$4.3M———
Valmark Advisers, Inc.
N/A—115,053-115,053-100%$4.2M———
Quantinno Capital Management LP
N/A—114,983-114,983-100%$4.2M———
Fiduciary Financial Advisors
N/A—114,787-114,787-100%$4.2M———
HC Advisors, LLC
N/A—114,614-114,614-100%$4.2M———
Composition Wealth, LLC
N/A—113,927-113,927-100%$4.2M———
United Capital Financial Advisors, LLC
N/A—110,125-110,125-100%$4.1M———
NorthRock Partners, LLC
N/A—108,241-108,241-100%$4.0M———
Atlas Capital Advisors Inc.
N/A—106,720-106,720-100%$3.9M———
Element Wealth, LLC
N/A—106,022-106,022-100%$3.9M———
Ameritas Advisory Services, LLC
N/A—105,776-105,776-100%$3.9M———
Orcam Financial Group
N/A—103,810-103,810-100%$3.8M———
Jacobs Equity LLC
N/A—103,557-103,557-100%$3.8M———
Savvy Advisors, Inc.
N/A—102,651-102,651-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—102,088-102,088-100%$3.8M———
Wescott Financial Advisory Group, LLC
N/A—99,915-99,915-100%$3.7M———
Zhang Financial LLC
N/A—98,902-98,902-100%$3.6M———
EP Wealth Advisors, LLC
N/A—98,112-98,112-100%$3.6M———
Franklin Resources Inc
N/A—94,974-94,974-100%$3.5M———
Coldstream Capital Management Inc
N/A—94,263-94,263-100%$3.5M———
Meramec Financial Planners, LLC
N/A—92,435-92,435-100%$3.2M———
Advisory Services Network, LLC
N/A—92,064-92,064-100%$3.4M———
UBS Asset Management Americas LLC
N/A—91,305-91,305-100%$3.4M———
Planwiser Financial, LLC
N/A—91,116-91,116-100%$3.4M———
IHT Wealth Management, LLC
N/A—91,107-91,107-100%$3.4M———
Tradition Wealth Management, LLC
N/A—87,235-87,235-100%$3.2M———
Panoramic Investment Advisors, LLC
N/A—86,533-86,533-100%$3.2M———
River Wealth Advisors LLC
N/A—86,029-86,029-100%$3.2M———
Bartlett & Co. Wealth Management LLC
N/A—85,687-85,687-100%$3.2M———
Aptus Capital Advisors, LLC
N/A—83,223-83,223-100%$3.1M———
Leo H. Evart, Inc.
N/A—82,792-82,792-100%$3.1M———
Global Retirement Partners, LLC
N/A—77,288-77,288-100%$2.8M———
Summit Financial, LLC
N/A—76,856-76,856-100%$2.8M———
Red Door Wealth Management, LLC
N/A—75,018-75,018-100%$2.8M———
WJ Financial Advisors LLC
N/A—74,090-74,090-100%$2.7M———
Betterment LLC
N/A—74,014-74,014-100%$2.7M———
Aspen Grove Capital, LLC
N/A—68,918-68,918-100%$2.5M———
Tower Bridge Advisors
N/A—68,171-68,171-100%$2.5M———
Athena Investment Management
N/A—67,000-67,000-100%$2.5M———
Staley Capital Advisers Inc
N/A—66,860-66,860-100%$2.5M———
Commerce Bank
N/A—66,140-66,140-100%$2.4M———
PNC Financial Services Group, Inc.
N/A—65,947-65,947-100%$2.4M———
Strategic Financial Planning, Inc.
N/A—64,900-64,900-100%$2.4M———
NewEdge Advisors, LLC
N/A—64,637-64,637-100%$2.4M———
Integrity Financial Corp
N/A—64,507-64,507-100%$2.4M———
Smith, Moore & Co.
N/A—60,913-60,913-100%$2.2M———
Pine Valley Investments Ltd Liability Co
N/A—60,609-60,609-100%$2.2M———
IEQ Capital, LLC
N/A—60,191-60,191-100%$2.2M———
Medallion Wealth Advisors, LLC
N/A—59,777-59,777-100%$2.2M———
Warner Financial, Inc
N/A—59,738-59,738-100%$2.2M———
Arrowroot Family Office, LLC
N/A—58,192-58,192-100%$2.1M———
VSM Wealth Advisory, LLC
N/A—57,466-57,466-100%$2.1M———
Arax Advisory Partners
N/A—56,900-56,900-100%$2.1M———
Wealthspire Retirement, LLC
N/A—55,419-55,419-100%$2.0M———
CVA Family Office, LLC
N/A—54,878-54,878-100%$2.0M———
&partners
N/A—54,701-54,701-100%$2.0M———
Columbia River Financial Group, LLC
N/A—53,950-53,950-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—53,469-53,469-100%$2.0M———
Westview Management dba Westview Investment Advisors
N/A—52,225-52,225-100%$1.9M———
Cahill Financial Advisors Inc
N/A—51,340-51,340-100%$1.9M———
Harbour Investments, Inc.
N/A—50,488-50,488-100%$1.9M———
IF Advisors, LLC
N/A—50,042-50,042-100%$1.8M———
Kelman-Lazarov, Inc.
N/A—50,028-50,028-100%$1.8M———
Dakota Wealth Management
N/A—47,712-47,712-100%$1.8M———
Arkadios Wealth Advisors
N/A—47,108-47,108-100%$1.7M———
RWA Wealth Partners, LLC
N/A—46,379-46,379-100%$1.7M———
Focus Partners Advisor Solutions, LLC
N/A—46,333-46,333-100%$1.7M———
SCS Capital Management LLC
N/A—46,143-46,143-100%$1.7M———
Keyvantage Wealth, LLC
N/A—45,529-45,529-100%$1.7M———
Alliancebernstein L.P.
N/A—44,466-44,466-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—43,110-43,110-100%$1.6M———
Huntington National Bank
N/A—40,777-40,777-100%$1.5M———
Clear Investment Research, LLC
N/A—39,745-39,745-100%$1.5M———
Blair William & Co
N/A—39,018-39,018-100%$1.4M———
Holderness Investments Co
N/A—38,613-38,613-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—38,589-38,589-100%$1.4M———
Gallagher Fiduciary Advisors, LLC
N/A—37,702-37,702-100%$1.4M———
Wisconsin Capital Management LLC
N/A—37,500-37,500-100%$1.4M———
Nwam LLC
N/A—37,094-37,094-100%$1.4M———
Bouchey Financial Group, Ltd.
N/A—35,980-35,980-100%$1.3M———
Pathstone Holdings, LLC
N/A—35,804-35,804-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—35,433-35,433-100%$1.3M———
Condor Capital Management
N/A—35,238-35,238-100%$1.3M———
Cascade Financial Partners, LLC
N/A—34,589-34,589-100%$1.3M———
Liberty Square Wealth Partners LLC
N/A—34,375-34,375-100%$1.3M———
Chesapeake Wealth Management
N/A—34,164-34,164-100%$1.3M———
Lowery Thomas, LLC
N/A—34,048-34,048-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—33,754-33,754-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—33,218-33,218-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—32,435-32,435-100%$1.2M———
Fiduciary Trust Co
N/A—32,170-32,170-100%$1.2M———
IAG Wealth Partners, LLC
N/A—32,013-32,013-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—31,896-31,896-100%$1.2M———
Belpointe Asset Management LLC
N/A—31,896-31,896-100%$1.2M———
Pacific SUN Financial Corp
N/A—31,406-31,406-100%$1.2M———
Donaldson Capital Management, LLC
N/A—31,316-31,316-100%$1.2M———
Hilltop Partners LLC
N/A—30,868-30,868-100%$1.1M———
WFA of San Diego, LLC
N/A—30,759-30,759-100%$1.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—30,450-30,450-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—30,255-30,255-100%$1.1M———
Alesco Advisors, LLC, An ESL Co
N/A—30,108-30,108-100%$1.1M———
One Capital Management, LLC
N/A—30,049-30,049-100%$930.3K———
Okabena Investment Services Inc
N/A—29,712-29,712-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—29,282-29,282-100%$1.1M———
Madison Wealth Partners, Inc
N/A—29,269-29,269-100%$1.1M———
Seven Springs Wealth Group, LLC
N/A—29,211-29,211-100%$1.1M———
Rialto Wealth Management, LLC
N/A—28,977-28,977-100%$1.1M———
Bridges Investment Management Inc
N/A—28,496-28,496-100%$1.1M———
Daybright Advisory Services, Inc.
N/A—27,053-27,053-100%$938.7K———
Brookwood Investment Group LLC
N/A—26,397-26,397-100%$973.3K———
Mission Creek Capital Partners, Inc.
N/A—26,299-26,299-100%$866.5K———
Bcwm, LLC
N/A—26,098-26,098-100%$962.2K———
Sachetta, LLC
N/A—25,959-25,959-100%$957.1K———
Flputnam Investment Management Co
N/A—25,891-25,891-100%$954.6K———
AE Wealth Management LLC
N/A—25,858-25,858-100%$953.4K———
Payne Capital LLC
N/A—25,149-25,149-100%$927.3K———
QRG Capital Management, Inc.
N/A—24,729-24,729-100%$911.8K———
SageView Advisory Group, LLC
N/A—24,040-24,040-100%$886.4K———
Everest Financial Group LLC
N/A—23,419-23,419-100%$863.4K———
Bogart Wealth, LLC
N/A—23,364-23,364-100%$861.4K———
Westbourne Investments, Inc.
N/A—23,343-23,343-100%$860.7K———
Stratos Wealth Advisors, LLC
N/A—23,113-23,113-100%$852.2K———
Wilson & Boucher Capital Management, LLC
N/A—23,090-23,090-100%$851.3K———
Caprock Group, LLC
N/A—22,952-22,952-100%$846.3K———
Goepper Burkhardt LLC
N/A—22,870-22,870-100%$843.2K———
Modus Advisors, LLC
N/A—22,722-22,722-100%$837.8K———
Planning Alternatives LTD
N/A—22,540-22,540-100%$831.0K———
Joule Financial, LLC
N/A—22,277-22,277-100%$821.4K———
Stokes Family Office, LLC
N/A—21,883-21,883-100%$806.8K———
Sanctuary Advisors, LLC
N/A—21,608-21,608-100%$796.7K———
Brown Advisory Inc
N/A—21,241-21,241-100%$783.2K———
RED Reef Advisors LLC
N/A—20,736-20,736-100%$764.6K———
Arkos Global Advisors
N/A—20,456-20,456-100%$754.0K———
Bradley Foster & Sargent Inc
N/A—19,861-19,861-100%$732.3K———
Atlantic Union Bankshares Corp
N/A—19,510-19,510-100%$719.3K———
Level Four Advisory Services, LLC
N/A—19,100-19,100-100%$704.2K———
Ruggaard & Associates LLC
N/A—19,011-19,011-100%$700.9K———
Mutual Advisors, LLC
N/A—18,865-18,865-100%$695.6K———
Haverford Trust Co
N/A—18,795-18,795-100%$693.0K———
CIBC Bancorp USA Inc.
N/A—18,534-18,534-100%$958.1K———
Principal Securities, Inc.
N/A—18,490-18,490-100%$681.7K———
Evernest Financial Advisors, LLC
N/A—17,964-17,964-100%$662.3K———
Cozad Asset Management Inc
N/A—17,677-17,677-100%$651.8K———
Pinnacle Financial Partners, Inc.
N/A—17,162-17,162-100%$632.8K———
Perissos Private Wealth Management, LLC
N/A—17,113-17,113-100%$631.0K———
Continuum Advisory, LLC
N/A—17,044-17,044-100%$628.4K———
Financial Concepts Unlimited, Inc.
N/A—17,017-17,017-100%$627.4K———
Front Row Advisors LLC
N/A—16,969-16,969-100%$610.7K———
Mendel Capital Management LLC
N/A—16,880-16,880-100%$622.4K———
PFG Investments, LLC
N/A—16,875-16,875-100%$622.2K———
Castle Wealth Management LLC
N/A—16,485-16,485-100%$607.8K———
Heritage Trust Co
N/A—15,646-15,646-100%$576.9K———
Eaton Financial Holdings Company, LLC
N/A—15,471-15,471-100%$570.4K———
Bluespring Wealth Management, LLC
N/A—15,280-15,280-100%$563.4K———
HighPoint Advisor Group LLC
N/A—15,096-15,096-100%$556.6K———
Amara Financial, Llc.
N/A—15,043-15,043-100%$554.7K———
World Investment Advisors
N/A—15,041-15,041-100%$465.7K———
Bantamac Capital, LLC
N/A—15,000-15,000-100%$553.1K———
Scotia Capital Inc.
N/A—14,568-14,568-100%$537.1K———
Granite Bay Wealth Management, LLC
N/A—14,046-14,046-100%$518.0K———
Raffa Wealth Management, LLC
N/A—13,838-13,838-100%$510.2K———
Continental Investors Services, Inc.
N/A—13,798-13,798-100%$495.3K———
Berger Financial Group, Inc
N/A—13,764-13,764-100%$507.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,638-13,638-100%$502.8K———
Aspire Capital Advisors LLC
N/A—13,514-13,514-100%$498.3K———
Pitcairn Wealth Advisors LLC
N/A—13,319-13,319-100%$491.1K———
Hershey Financial Advisers, LLC
N/A—13,219-13,219-100%$487.4K———
First Manhattan Co. Llc.
N/A—13,176-13,176-100%$485.8K———
Bank of Montreal
N/A—12,816-12,816-100%$472.5K———
Opus Financial Solutions LLC
N/A—12,752-12,752-100%$470.2K———
Falcon Wealth Planning
N/A—12,660-12,660-100%$466.8K———
Cambient Family Office, LLC
N/A—12,414-12,414-100%$457.7K———
NewEdge Wealth, LLC
N/A—12,364-12,364-100%$455.9K———
Resurgent Financial Advisors LLC
N/A—12,330-12,330-100%$454.6K———
Kiley Juergens Wealth Management, LLC
N/A—12,297-12,297-100%$453.4K———
Coastal Bridge Advisors, LLC
N/A—12,246-12,246-100%$451.5K———
Harbour Investment Management LLC
N/A—12,164-12,164-100%$448.5K———
Guardian Wealth Advisors, LLC / NC
N/A—12,130-12,130-100%$447.2K———
Prestige Wealth Management Group LLC
N/A—11,737-11,737-100%$432.7K———
Oakwell Private Wealth Management, LLC
N/A—11,655-11,655-100%$429.7K———
American Financial Advisors, LLC
N/A—11,114-11,114-100%$409.8K———
Keystone Financial Services, LLC
N/A—11,080-11,080-100%$408.5K———
GeoWealth Management, LLC
N/A—11,044-11,044-100%$407.2K———
Fort Vancouver Investment Management, LLC
N/A—10,887-10,887-100%$401.4K———
Northern Trust Corp
N/A—10,852-10,852-100%$400.1K———
Independent Advisor Alliance
N/A—10,839-10,839-100%$399.6K———
Nuveen, LLC
N/A—10,492-10,492-100%$386.8K———
Diversified Trust Co
N/A—10,280-10,280-100%$379.0K———
Next Capital Management LLC
N/A—10,184-10,184-100%$375.5K———
First National Bank of Omaha
N/A—10,000-10,000-100%$364.5K———
Barnett & Company, Inc.
N/A—9,891-9,891-100%$364.7K———
Ascension Capital Advisors, Inc.
N/A—9,810-9,810-100%$361.7K———
Neuberger Berman Group LLC
N/A—9,750-9,750-100%$359.5K———
Advyzon Investment Management, LLC
N/A—9,700-9,700-100%$357.6K———
Everstar Asset Management, LLC
N/A—9,654-9,654-100%$355.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,586-9,586-100%$353.4K———
Empower Advisory Group, LLC
N/A—9,492-9,492-100%$350.0K———
Silver OAK Securities, Incorporated
N/A—9,427-9,427-100%$347.6K———
Strategic Investment Solutions, Inc.
N/A—9,349-9,349-100%$344.7K———
Beck Mack & Oliver LLC
N/A—9,167-9,167-100%$338.0K———
Ancora Advisors LLCA
N/A—9,102-9,102-100%$335.6K———
American Trust
N/A—8,974-8,974-100%$330.9K———
FCA Corp
N/A—8,926-8,926-100%$329.1K———
First Western Trust Bank
N/A—8,858-8,858-100%$326.6K———
Centaurus Financial, Inc.
N/A—8,857-8,857-100%$327.0K———
Headinvest, LLC
N/A—8,634-8,634-100%$318.3K———
MOR Wealth Management, LLC
N/A—8,566-8,566-100%$315.8K———
FSA Advisors, Inc.
N/A—8,542-8,542-100%$314.9K———
Novare Capital Management LLC
N/A—8,286-8,286-100%$305.5K———
Colonial Trust Advisors
N/A—8,260-8,260-100%$304.6K———
Citadel Advisors LLC
N/A—8,212-8,212-100%$302.8K———
Manning & Napier Advisors LLC
N/A—7,980-7,980-100%$294.2K———
Zacks Investment Management
N/A—7,959-7,959-100%$293.5K———
Family Manage LLC
N/A—7,896-7,896-100%$291.1K———
Stephens Inc
N/A—7,697-7,697-100%$283.8K———
Lcnb Corp
N/A—7,680-7,680-100%$283.2K———
Freestone Capital Holdings, LLC
N/A—7,638-7,638-100%$281.6K———
Motco
N/A—7,528-7,528-100%$277.6K———
Osprey Private Wealth LLC
N/A—7,503-7,503-100%$276.7K———
Peterson Wealth Management
N/A—7,360-7,360-100%$271.4K———
Marietta Investment Partners LLC
N/A—7,307-7,307-100%$269.4K———
Evercore Wealth Management, LLC
N/A—7,242-7,242-100%$267.0K———
Peak Asset Management, LLC
N/A—7,212-7,212-100%$265.9K———
Topsail Wealth Management, LLC
N/A—7,079-7,079-100%$261.0K———
Vanguard Advisers Inc
N/A—6,930-6,930-100%$255.5K———
SouthState Bank Corp
N/A—6,906-6,906-100%$254.6K———
Sun Financial Inc
N/A—6,841-6,841-100%$245.5K———
Rock Point Advisors, LLC
N/A—6,698-6,698-100%$247.0K———
Gambit Capital Management, LLC
N/A—6,598-6,598-100%$243.3K———
N.E.W. Advisory Services LLC
N/A—6,506-6,506-100%$239.9K———
Fairfield, Bush & Co.
N/A—6,423-6,423-100%$236.8K———
Capital Group Private Client Services, Inc.
N/A—6,404-6,404-100%$236.1K———
Wealthgarden F.S. LLC
N/A—6,386-6,386-100%$235.5K———
Calton & Associates, Inc.
N/A—6,219-6,219-100%$229.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,195-6,195-100%$228.4K———
Ballast Advisors LLC
N/A—6,124-6,124-100%$225.8K———
Round Rock Advisors LLC
N/A—6,062-6,062-100%$223.5K———
Gotham Asset Management, LLC
N/A—5,989-5,989-100%$220.8K———
Thayer Partners, LLC / MA
N/A—5,827-5,827-100%$214.8K———
Fortis Group Advisors, LLC
N/A—5,673-5,673-100%$209.2K———
Capital Analysts, LLC
N/A—5,640-5,640-100%$208.0K———
Phocas Financial Corp.
N/A—5,637-5,637-100%$207.8K———
SHP Wealth Management
N/A—5,612-5,612-100%$206.9K———
Pettyjohn, Wood & White, Inc
N/A—5,508-5,508-100%$203.1K———
NWK Group, Inc.
N/A—5,137-5,137-100%$189.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,593-4,593-100%$169.3K———
Evolution Advisers, Inc.
N/A—4,191-4,191-100%$154.0K———
Wellington-Altus USA Inc.
N/A—4,065-4,065-100%$125.9K———
Palouse Capital Management, Inc.
N/A—3,952-3,952-100%$145.7K———
Steigerwald, Gordon & Koch Inc.
N/A—3,900-3,900-100%$143.8K———
Russell Investments Group, Ltd.
N/A—3,837-3,837-100%$141.5K———
Smartleaf Asset Management LLC
N/A—3,534-3,534-100%$128.8K———
Operose Advisors LLC
N/A—3,326-3,326-100%$122.6K———
Strive Financial Group,LLC
N/A—3,082-3,082-100%$113.6K———
Founders Financial Alliance, LLC
N/A—3,035-3,035-100%$111.9K———
Hills Bank & Trust Co
N/A—3,000-3,000-100%$110.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,000-3,000-100%$110.5K———
MidFirst Bank
N/A—2,926-2,926-100%$107.9K———
Strategic Wealth Partners, Ltd.
N/A—2,905-2,905-100%$107.1K———
UMB Bank, n.a.
N/A—2,604-2,604-100%$96.0K———
Beaird Harris Wealth Management, LLC
N/A—2,530-2,530-100%$93.3K———
Johnson Financial Group, Inc.
N/A—2,307-2,307-100%$85.1K———
Bessemer Group Inc
N/A—2,245-2,245-100%$83.0K———
Millstone Evans Group, LLC
N/A—2,004-2,004-100%$73.9K———
Hantz Financial Services, Inc.
N/A—1,865-1,865-100%$69.0K———
Morris Financial Concepts, Inc.
N/A—1,854-1,854-100%$68.4K———
Webster Bank, N. A.
N/A—1,780-1,780-100%$65.6K———
Private Wealth Asset Management, LLC
N/A—1,700-1,700-100%$62.7K———
Glenmede Trust Co NA
N/A—1,642-1,642-100%$60.5K———
Tidemark, LLC
N/A—1,476-1,476-100%$54.4K———
Cary Street Partners Investment Advisory LLC
N/A—1,466-1,466-100%$54.1K———
Coston, McIsaac & Partners
N/A—1,399-1,399-100%$51———
Glassman Wealth Services
N/A—1,302-1,302-100%$48.0K———
Colonial Trust Co / SC
N/A—1,184-1,184-100%$43.7K———
Atomic Invest LLC
N/A—1,183-1,183-100%$43.1K———
Zions Bancorporation, National Association
N/A—1,136-1,136-100%$41.9K———
Geneos Wealth Management Inc.
N/A—1,126-1,126-100%$41.5K———
Cordant, Inc.
N/A—1,089-1,089-100%$40.2K———
Providence Capital Advisors, LLC
N/A—1,073-1,073-100%$39.6K———
Basepoint Wealth LLC
N/A—951-951-100%$35.1K———
Tiaa Wealth Investment Management LLC
N/A—828-828-100%$30.2K———
Rothschild Investment LLC
N/A—791-791-100%$29.2K———
Mcguire Capital Advisors Inc
N/A—767-767-100%$28.3K———
Oakmont Advisory Group, LLC
N/A—739-739-100%$27.2K———
Clearstead Trust, LLC
N/A—723-723-100%$26.7K———
Nalls Sherbakoff Group, LLC
N/A—697-697-100%$25.7K———
GW&K Investment Management, LLC
N/A—637-637-100%$23———
Hollencrest Capital Management
N/A—591-591-100%$21.8K———
PIN OAK Investment Advisors Inc
N/A—540-540-100%$20.0K———
JDM Financial Group LLC
N/A—517-517-100%$19.1K———
PlanVest Financial, Inc
N/A—478-478-100%$17.6K———
1 North Wealth Services LLC
N/A—475-475-100%$17.5K———
National Bank of Canada
N/A—450-450-100%$16.6K———
ST Germain D J Co Inc
N/A—450-450-100%$16.6K———
Brown Brothers Harriman & Co
N/A—448-448-100%$16.5K———
Synergy Investment Management, LLC
N/A—426-426-100%$15.7K———
Dunhill Financial, LLC
N/A—411-411-100%$15.2K———
Keating Financial Advisory Services, Inc.
N/A—294-294-100%$10.8K———
BFC Planning, Inc.
N/A—287-287-100%$10.6K———
BOK Financial Private Wealth, Inc.
N/A—273-273-100%$10.1K———
Atlantic Private Wealth, LLC
N/A—220-220-100%$8.1K———
Bellevue Asset Management, LLC
N/A—204-204-100%$7.5K———
Heritage Wealth Advisors
N/A—200-200-100%$7.4K———
Cypress Capital Management LLC (WY)
N/A—141-141-100%$5.2K———
Caldwell Sutter Capital, Inc.
N/A—132-132-100%$4.9K———
Cheviot Value Management, LLC
N/A—108-108-100%$4.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—76-76-100%$2.8K———
Graney & King, LLC
N/A—66-66-100%$2.4K———
WealthShield Partners, LLC
N/A—65-65-100%$2.4K———
Talon Private Wealth, LLC
N/A—34-34-100%$1.2K———
Quent Capital, LLC
N/A—15-15-100%$553———
Addison Advisors LLC
N/A—15-15-100%$554———
Howe & Rusling Inc
N/A—5-5-100%$185———
Kilter Group LLC
N/A—1-1-100%$31———
Showing 1106 of 1106 institutions