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Schwab US Small-Cap ETF (SCHA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares5,790,472 from 5,873,670
Change-83,198 (-1%)
Value$188.9M (-$23.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,816,617 from 2,788,801
Change+27,816 (+1%)
Value$92.0M (-$5.4M)
Filed 2026-10-13
Steele Capital Management, Inc.
INCREASED
Shares2,285,517 from 2,273,743
Change+11,774 (+1%)
Value$74.6M (-$7.6M)
Filed 2026-11-02
Vantagepoint Investment Advisers LLC
DECREASED
Shares1,874,222 from 2,027,244
Change-153,022 (-8%)
Value$61.2M (-$12.1M)
Filed 2026-10-26
Sims Investment Management, LLC
INCREASED
Shares1,735,410 from 1,734,453
Change+957 (+0%)
Value$56.6M (-$6.0M)
Filed 2026-10-13
RMG Wealth Management LLC
INCREASED
Shares1,542,187 from 1,502,429
Change+39,758 (+3%)
Value$50.2M (-$2.5M)
Filed 2026-10-26
Gemmer Asset Management LLC
INCREASED
Shares1,529,297 from 1,517,147
Change+12,150 (+1%)
Value$49.9M (-$4.9M)
Filed 2026-10-16
Golden Reserve Retirement LLC
DECREASED
Shares1,521,968 from 1,526,535
Change-4,567 (0%)
Value$49.7M (-$5.5M)
Filed 2026-11-02
93 Financial Group, LLC
DECREASED
Shares1,507,200 from 1,508,904
Change-1,704 (0%)
Value$49.2M (-$5.3M)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,456,834 from 1,442,916
Change+13,918 (+1%)
Value$47.5M (-$4.6M)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares1,313,505 from 1,656,885
Change-343,380 (-21%)
Value$42.9M (-$17.0M)
Filed 2026-10-08
Mokosak Advisory Group, LLC
INCREASED
Shares1,195,380 from 1,183,905
Change+11,475 (+1%)
Value$39.0M (-$3.8M)
Filed 2026-10-20
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares1,176,632 from 1,176,951
Change-319 (0%)
Value$38.4M (-$4.1M)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
INCREASED
Shares1,119,656 from 1,096,973
Change+22,683 (+2%)
Value$36.5M (-$3.1M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares1,027,290 from 1,018,703
Change+8,587 (+1%)
Value$33.5M (-$3.3M)
Filed 2026-11-02
Noble Family Wealth, LLC
INCREASED
Shares989,075 from 988,541
Change+534 (+0%)
Value$32.3M (-$3.4M)
Filed 2026-10-26
TruNorth Capital Management, LLC
INCREASED
Shares968,733 from 947,282
Change+21,451 (+2%)
Value$31.6M (-$2.6M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares957,735 from 892,690
Change+65,045 (+7%)
Value$31.3M (-$1.0M)
Filed 2026-10-28
Charles Schwab Trust Co
INCREASED
Shares938,873 from 869,300
Change+69,573 (+8%)
Value$30.6M (-$772.4K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares930,881 from 860,517
Change+70,364 (+8%)
Value$30.3M (+$800.2K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares905,779 from 899,273
Change+6,506 (+1%)
Value$29.6M (-$2.9M)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares904,879 from 858,257
Change+46,622 (+5%)
Value$29.5M (-$1.5M)
Filed 2026-10-14
Old National Bancorp
DECREASED
Shares837,950 from 838,856
Change-906 (0%)
Value$27.3M (-$3.0M)
Filed 2026-10-20
Fidelis iM, LLC
DECREASED
Shares780,516 from 840,682
Change-60,166 (-7%)
Value$25.5M (-$4.9M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares733,753 from 786,628
Change-52,875 (-7%)
Value$23.9K (-$28.4M)
Filed 2026-11-02
Legacy Wealth Management, LLC
DECREASED
Shares722,463 from 732,766
Change-10,303 (-1%)
Value$23.6M (-$2.9M)
Filed 2026-10-22
Sage Financial Group Inc
INCREASED
Shares718,146 from 711,360
Change+6,786 (+1%)
Value$23.4M (-$2.3M)
Filed 2026-10-27
Seneca Financial Advisors LLC
DECREASED
Shares705,835 from 712,389
Change-6,554 (-1%)
Value$23.0M (-$2.7M)
Filed 2026-10-28
White & Co Financial Planning Inc
DECREASED
Shares693,487 from 707,188
Change-13,701 (-2%)
Value$20.2M (-$5.4M)
Filed 2026-10-16
New York Life Investment Management LLC
DECREASED
Shares681,271 from 1,694,799
Change-1,013,528 (-60%)
Value$22.2M (-$39.0M)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares669,057 from 374,214
Change+294,843 (+79%)
Value$22.1M (+$9.2M)
Filed 2026-11-03
Weaver Capital Management LLC
INCREASED
Shares647,076 from 251,155
Change+395,921 (+158%)
Value$21.1M (+$13.8M)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares633,848 from 635,327
Change-1,479 (0%)
Value$20.7M (-$2.3M)
Filed 2026-11-04
ZynergyRetirementPlanningLLC
INCREASED
Shares569,965 from 565,809
Change+4,156 (+1%)
Value$18.6M (-$1.8M)
Filed 2026-10-08
Matrix Trust Co
DECREASED
Shares553,199 from 553,341
Change-142 (0%)
Value$18.1K (-$1.9K)
Filed 2026-10-07
HB Wealth Management, LLC
INCREASED
Shares548,684 from 292,233
Change+256,451 (+88%)
Value$17.9M (+$7.3M)
Filed 2026-10-23
RKL Wealth Management LLC
DECREASED
Shares478,301 from 480,896
Change-2,595 (-1%)
Value$15.6M (-$1.8M)
Filed 2026-10-16
St. Louis Trust Co
UNCHANGED
Shares473,953 from 473,953
Change0 (0%)
Value$15.5M (+$12.2M)
Filed 2026-11-03
Summit Financial Strategies, Inc.
DECREASED
Shares457,428 from 634,987
Change-177,559 (-28%)
Value$14.9M (-$8.0M)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares457,329 from 479,299
Change-21,970 (-5%)
Value$14.9M (-$2.4M)
Filed 2026-10-20
Bangor Savings Bank
DECREASED
Shares455,687 from 517,818
Change-62,131 (-12%)
Value$14.9M (-$3.8M)
Filed 2026-10-06
St. Johns Investment Management Company, LLC
INCREASED
Shares435,931 from 432,684
Change+3,247 (+1%)
Value$14.2M (-$1.4M)
Filed 2026-10-30
Missouri Trust & Investment Co
DECREASED
Shares434,925 from 442,107
Change-7,182 (-2%)
Value$14.2M (-$645.5K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares422,906 from 414,348
Change+8,558 (+2%)
Value$13.8M (-$1.2M)
Filed 2026-10-27
Appleton Partners Inc
INCREASED
Shares418,368 from 418,124
Change+244 (+0%)
Value$13.7K (-$15.1M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares418,253 from 416,410
Change+1,843 (+0%)
Value$13.6M (-$1.4M)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares404,724 from 406,286
Change-1,562 (0%)
Value$13.2M (-$1.5M)
Filed 2026-10-22
Essex LLC
INCREASED
Shares388,515 from 386,220
Change+2,295 (+1%)
Value$12.7M (-$1.3M)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares381,031 from 387,046
Change-6,015 (-2%)
Value$12.4M (-$1.6M)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares379,035 from 375,833
Change+3,202 (+1%)
Value$12.4M (-$1.2M)
Filed 2026-10-29
Tiller Private Wealth, Inc.
DECREASED
Shares372,977 from 385,569
Change-12,592 (-3%)
Value$12.2M (-$1.8M)
Filed 2026-10-26
Courage Miller Partners, LLC
INCREASED
Shares358,735 from 358,542
Change+193 (+0%)
Value$11.7M (-$1.2M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares346,685 from 373,251
Change-26,566 (-7%)
Value$11.3M (-$2.2M)
Filed 2026-11-02
Avalon Capital Management
DECREASED
Shares343,295 from 343,708
Change-413 (0%)
Value$11.2M (-$1.2M)
Filed 2026-11-04
Global Wealth Strategies & Associates
INCREASED
Shares337,202 from 320,503
Change+16,699 (+5%)
Value$11.0M (-$576.9K)
Filed 2026-10-02
Midwest Trust Co
INCREASED
Shares332,913 from 326,389
Change+6,524 (+2%)
Value$10.9M (-$929.5K)
Filed 2026-10-22
Compass Financial Group, Inc
INCREASED
Shares331,348 from 310,915
Change+20,433 (+7%)
Value$10.8M (-$421.5K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares325,965 from 51,237
Change+274,728 (+536%)
Value$10.6M (+$8.9M)
Filed 2026-10-08
Amicus Financial Advisors, LLC
DECREASED
Shares322,767 from 339,216
Change-16,449 (-5%)
Value$10.5M (-$1.7M)
Filed 2026-11-03
Arnold Financial Planning LLC
INCREASED
Shares320,730 from 281,147
Change+39,583 (+14%)
Value$10.5M (+$307.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares318,440 from 348,154
Change-29,714 (-9%)
Value$10.3M (-$1.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares318,440 from 348,154
Change-29,714 (-9%)
Value$10.3M (-$1.4M)
Filed 2026-10-20
Curbstone Financial Management Corp
INCREASED
Shares314,318 from 310,768
Change+3,550 (+1%)
Value$10.3M (-$971.9K)
Filed 2026-10-21
Salem Investment Counselors Inc
DECREASED
Shares310,924 from 313,280
Change-2,356 (-1%)
Value$10.1M (-$1.2M)
Filed 2026-10-13
Creekside Partners
DECREASED
Shares309,690 from 319,422
Change-9,732 (-3%)
Value$10.1M (-$1.4M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares307,073 from 218,977
Change+88,096 (+40%)
Value$10.0M (+$2.1M)
Filed 2026-10-08
Stevens Capital Partners
INCREASED
Shares304,368 from 294,619
Change+9,749 (+3%)
Value$9.9M (-$713.0K)
Filed 2026-10-29
Sightline Wealth Advisors, LLC
DECREASED
Shares299,591 from 410,967
Change-111,376 (-27%)
Value$9.8M (-$5.1M)
Filed 2026-10-21
Horizon Financial Services, LLC
INCREASED
Shares295,217 from 280,926
Change+14,291 (+5%)
Value$9.6M (-$516.9K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares290,622 from 234,510
Change+56,112 (+24%)
Value$9.5M (+$1.0M)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares288,553 from 286,376
Change+2,177 (+1%)
Value$9.4M (-$931.3K)
Filed 2026-10-15
Towercrest Capital Management
DECREASED
Shares266,987 from 294,689
Change-27,702 (-9%)
Value$8.7M (-$1.9M)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares266,987 from 294,689
Change-27,702 (-9%)
Value$8.7M (-$1.9M)
Filed 2026-10-29
Friedenthal Financial
INCREASED
Shares262,610 from 247,084
Change+15,526 (+6%)
Value$8.6M (-$358.2K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares256,491 from 257,540
Change-1,049 (0%)
Value$8.4M (-$935.6K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares253,894 from 239,633
Change+14,261 (+6%)
Value$8.3M (-$373.4K)
Filed 2026-10-28
KRM Wealth Management L.L.C.
DECREASED
Shares253,865 from 255,555
Change-1,690 (-1%)
Value$8.3M (-$949.6K)
Filed 2026-11-02
Cannon Capital Management, Inc.
DECREASED
Shares253,618 from 255,513
Change-1,895 (-1%)
Value$8.3M (-$956.1K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares253,225 from 346,763
Change-93,538 (-27%)
Value$8.3M (-$4.3M)
Filed 2026-10-30
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares251,273 from 61,980
Change+189,293 (+305%)
Value$8.2M (+$6.0M)
Filed 2026-10-13
Marquette Asset Management, LLC
DECREASED
Shares249,947 from 252,768
Change-2,821 (-1%)
Value$8.2M (-$976.7K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares240,596 from 242,285
Change-1,689 (-1%)
Value$7.9M (-$903.1K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED
Shares232,715 from 226,936
Change+5,779 (+3%)
Value$7.6M (-$605.7K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares224,220 from 215,809
Change+8,411 (+4%)
Value$7.3M (-$480.9K)
Filed 2026-10-29
Black Diamond Financial, LLC
DECREASED
Shares223,257 from 232,632
Change-9,375 (-4%)
Value$7.3M (-$1.1M)
Filed 2026-10-26
Bell Investment Advisors, Inc
DECREASED
Shares217,619 from 230,329
Change-12,710 (-6%)
Value$7.1M (-$1.2M)
Filed 2026-10-29
Cutler Investment Counsel LLC
DECREASED
Shares214,222 from 218,995
Change-4,773 (-2%)
Value$7.0M (-$922.2K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares212,107 from 203,858
Change+8,249 (+4%)
Value$6.9M (-$444.3K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
INCREASED
Shares211,198 from 199,923
Change+11,275 (+6%)
Value$6.9M (-$331.8K)
Filed 2026-10-13
Womack Financial LLC
INCREASED
Shares210,302 from 205,221
Change+5,081 (+2%)
Value$6.9M (-$552.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares209,993 from 194,779
Change+15,214 (+8%)
Value$6.9M (-$185.3K)
Filed 2026-10-16
Gill Capital Partners, LLC
DECREASED
Shares207,367 from 221,813
Change-14,446 (-7%)
Value$6.8M (-$1.2M)
Filed 2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED
Shares204,154 from 203,147
Change+1,007 (+1%)
Value$6.7M (-$678.1K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares204,099 from 211,573
Change-7,474 (-4%)
Value$6.7M (-$984.4K)
Filed 2026-10-26
Powers Advisory Group, LLC
INCREASED
Shares203,931 from 192,801
Change+11,130 (+6%)
Value$6.7M (-$311.7K)
Filed 2026-10-14
Davis Capital Management
DECREASED
Shares196,961 from 198,008
Change-1,047 (-1%)
Value$6.4M (-$727.2K)
Filed 2026-10-08
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares194,643 from 192,486
Change+2,157 (+1%)
Value$6.4M (-$603.3K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
DECREASED
Shares193,217 from 193,363
Change-146 (0%)
Value$6.2M (-$789.7K)
Filed 2026-10-26
Garde Capital, Inc.
INCREASED
Shares192,336 from 191,298
Change+1,038 (+1%)
Value$6.3M (-$635.7K)
Filed 2026-10-29
Orgel Wealth Management, LLC
DECREASED
Shares191,083 from 192,575
Change-1,492 (-1%)
Value$6.2M (-$722.7K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares191,066 from 180,023
Change+11,043 (+6%)
Value$6.2M (-$269.7K)
Filed 2026-10-23
Monetary Solutions, Ltd
DECREASED
Shares188,684 from 212,603
Change-23,919 (-11%)
Value$6.2M (-$1.5M)
Filed 2026-10-22
Asset Allocation Strategies LLC
INCREASED
Shares186,555 from 167,546
Change+19,009 (+11%)
Value$6.1M (+$33.9K)
Filed 2026-10-20
James J. Burns & Company, LLC
DECREASED
Shares182,721 from 185,234
Change-2,513 (-1%)
Value$6.0M (-$730.3K)
Filed 2026-10-22
Certior Financial Group, LLC
DECREASED
Shares180,834 from 181,064
Change-230 (0%)
Value$5.9M (-$641.2K)
Filed 2026-10-19
Floyd Financial Group LLC
DECREASED
Shares178,946 from 183,190
Change-4,244 (-2%)
Value$5.8M (-$506.4K)
Filed 2026-10-28
Modera Wealth Management, LLC
DECREASED
Shares178,860 from 188,992
Change-10,132 (-5%)
Value$5.8M (-$992.1K)
Filed 2026-10-28
Opus Capital Group, LLC
DECREASED
Shares178,586 from 181,849
Change-3,263 (-2%)
Value$5.8K (-$6.6M)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares175,053 from 177,290
Change-2,237 (-1%)
Value$5.7M (-$693.5K)
Filed 2026-10-29
FF Advisors,LLC
DECREASED
Shares171,194 from 174,400
Change-3,206 (-2%)
Value$5.6M (-$715.0K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares167,116 from 226,499
Change-59,383 (-26%)
Value$5.5M (-$2.7M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares166,847 from 148,141
Change+18,706 (+13%)
Value$5.4M (+$91.9K)
Filed 2026-10-29
Values Added Financial LLC
DECREASED
Shares164,674 from 171,198
Change-6,524 (-4%)
Value$5.4M (-$812.1K)
Filed 2026-10-28
Upper Left Wealth Management, LLC
INCREASED
Shares164,047 from 161,455
Change+2,592 (+2%)
Value$5.4M (-$480.5K)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares162,878 from 166,639
Change-3,761 (-2%)
Value$5.3M (-$706.0K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares160,221 from 170,877
Change-10,656 (-6%)
Value$5.2M (-$945.8K)
Filed 2026-10-23
Lighthouse Wealth Management Inc.
INCREASED
Shares156,245 from 147,160
Change+9,085 (+6%)
Value$5.1M (-$218.6K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares155,537 from 150,788
Change+4,749 (+3%)
Value$5.1M (-$371.8K)
Filed 2026-11-03
IFS Advisors, LLC
INCREASED
Shares155,265 from 152,032
Change+3,233 (+2%)
Value$5.1M (-$426.6K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares153,770 from 157,682
Change-3,912 (-2%)
Value$5.0M (-$678.9K)
Filed 2026-10-28
Liberty Capital Management, Inc.
INCREASED
Shares153,711 from 153,367
Change+344 (+0%)
Value$5.0M (-$525.6K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares151,982 from 146,548
Change+5,434 (+4%)
Value$5.0M (-$335.6K)
Filed 2026-10-23
Chilton Capital Management LLC
DECREASED
Shares151,737 from 200,670
Change-48,933 (-24%)
Value$5.0M (-$2.3M)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares146,616 from 154,322
Change-7,706 (-5%)
Value$4.8M (-$791.6K)
Filed 2026-10-23
Phillip James Consulting Co.
DECREASED
Shares143,032 from 145,553
Change-2,521 (-2%)
Value$4.7M (-$591.7K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares142,501 from 136,764
Change+5,737 (+4%)
Value$4.6M (-$291.5K)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares141,791 from 136,860
Change+4,931 (+4%)
Value$4.6M (-$318.1K)
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares140,394 from 141,443
Change-1,049 (-1%)
Value$4.6M (-$529.3K)
Filed 2026-11-05
Gordian Advisors LLC
DECREASED
Shares139,176 from 139,995
Change-819 (-1%)
Value$4.5M (-$516.7K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares138,891 from 137,491
Change+1,400 (+1%)
Value$4.5M (-$435.5K)
Filed 2026-10-26
Global Strategic Investment Solutions, LLC
DECREASED
Shares137,928 from 137,946
Change-18 (0%)
Value$4.5M (-$483.4K)
Filed 2026-10-16
Councilor Wealth, LLC
DECREASED
Shares136,432 from 145,289
Change-8,857 (-6%)
Value$4.5M (-$797.5K)
Filed 2026-10-09
Outfitters Financial LLC
INCREASED
Shares133,761 from 133,661
Change+100 (+0%)
Value$4.4M (-$464.6K)
Filed 2026-10-23
K2 Financial Inc.
DECREASED
Shares132,073 from 166,262
Change-34,189 (-21%)
Value$4.3M (-$1.5M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares131,638 from 275,536
Change-143,898 (-52%)
Value$4.3M (-$5.7M)
Filed 2026-10-16
Frisco Financial Planning LLC
DECREASED
Shares131,028 from 133,851
Change-2,823 (-2%)
Value$4.3M (-$560.6K)
Filed 2026-10-05
Diligent Investors, LLC
INCREASED
Shares130,587 from 130,578
Change+9 (+0%)
Value$4.3M (-$456.7K)
Filed 2026-10-21
Cambridge Financial Group, LLC
UNCHANGED
Shares128,796 from 128,796
Change0 (0%)
Value$4.7M ($0)
Filed 2026-10-06
Gleason Group, Inc.
INCREASED
Shares127,105 from 124,711
Change+2,394 (+2%)
Value$4.1M (-$358.4K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares126,556 from 127,769
Change-1,213 (-1%)
Value$4.1M (-$486.8K)
Filed 2026-10-29
Sensible Money, LLC
DECREASED
Shares126,150 from 126,857
Change-707 (-1%)
Value$4.1M (-$467.1K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares126,035 from 131,999
Change-5,964 (-5%)
Value$4.1M (-$656.6K)
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares125,557 from 142,080
Change-16,523 (-12%)
Value$4.1M (-$1.0M)
Filed 2026-11-03
CFG Wealth Management Services, Inc.
DECREASED
Shares125,324 from 154,452
Change-29,128 (-19%)
Value$4.1M (-$283.6K)
Filed 2026-10-21
Churchill Financial Advisors, LLC
DECREASED
Shares124,391 from 132,089
Change-7,698 (-6%)
Value$4.1M (-$713.5K)
Filed 2026-10-20
Lee Financial Co
INCREASED
Shares123,196 from 119,612
Change+3,584 (+3%)
Value$4.0M (-$301.7K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares119,284 from 126,578
Change-7,294 (-6%)
Value$3.9M (-$681.0K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares118,513 from 130,211
Change-11,698 (-9%)
Value$3.9M (-$837.4K)
Filed 2026-10-22
Boltwood Capital Management
DECREASED
Shares117,680 from 117,817
Change-137 (0%)
Value$3.8M (-$416.8K)
Filed 2026-10-02
1834 Investment Advisors Co
INCREASED
Shares117,149 from 116,210
Change+939 (+1%)
Value$3.8M (-$376.1K)
Filed 2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares116,665 from 117,411
Change-746 (-1%)
Value$3.8M (-$435.3K)
Filed 2026-10-13
Pittenger & Anderson Inc
INCREASED
Shares116,306 from 114,432
Change+1,874 (+2%)
Value$3.8M (-$339.4K)
Filed 2026-11-02
Valley National Advisers Inc
DECREASED
Shares114,288 from 119,009
Change-4,721 (-4%)
Value$3.7M (-$570.6K)
Filed 2026-10-23
Foster Group, Inc.
INCREASED
Shares113,989 from 112,096
Change+1,893 (+2%)
Value$3.7M (-$330.6K)
Filed 2026-10-13
Smith Thornton Advisors LLC
INCREASED
Shares113,559 from 111,834
Change+1,725 (+2%)
Value$3.7M (-$132.7K)
Filed 2026-10-16
Rinkey Investments
DECREASED
Shares111,149 from 144,667
Change-33,518 (-23%)
Value$3.6M (-$1.6M)
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares110,922 from 88,434
Change+22,488 (+25%)
Value$3.6M (+$424.3K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares107,702 from 85,510
Change+22,192 (+26%)
Value$3.5M (+$424.9K)
Filed 2026-10-28
Triangle Securities Wealth Management
DECREASED
Shares107,519 from 107,964
Change-445 (0%)
Value$3.5M (-$392.4K)
Filed 2026-10-14
Valpey Financial Services, LLC
DECREASED
Shares107,410 from 111,356
Change-3,946 (-4%)
Value$3.5M (-$518.5K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
INCREASED
Shares107,156 from 106,792
Change+364 (+0%)
Value$3.5M (-$361.9K)
Filed 2026-11-02
John Boyer, Inc.
INCREASED
Shares106,747 from 106,705
Change+42 (+0%)
Value$3.5M (-$372.3K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares105,156 from 114,180
Change-9,024 (-8%)
Value$3.4M (-$694.1K)
Filed 2026-11-04
Guardian Financial Partners, LLC
INCREASED
Shares104,682 from 100,588
Change+4,094 (+4%)
Value$3.4M (-$218.5K)
Filed 2026-11-04
Accelerate Investment Advisors LLC
INCREASED
Shares104,113 from 99,267
Change+4,846 (+5%)
Value$3.4M (-$189.3K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
DECREASED
Shares102,332 from 103,191
Change-859 (-1%)
Value$3.3M (-$389.2K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares101,148 from 107,662
Change-6,514 (-6%)
Value$3.3M (-$589.3K)
Filed 2026-11-04
Allen Capital Group, LLC
INCREASED
Shares100,529 from 96,705
Change+3,824 (+4%)
Value$3.3M (-$213.7K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares100,192
Change+100,192
Value$3.3M
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares99,683 from 127,938
Change-28,255 (-22%)
Value$3.3M (-$1.4M)
Filed 2026-10-20
Vision Capital Management, Inc.
DECREASED
Shares99,566 from 105,562
Change-5,996 (-6%)
Value$3.2M (-$565.1K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares98,734 from 97,903
Change+831 (+1%)
Value$3.2M (-$315.5K)
Filed 2026-10-28
Arcataur Capital Management LLC
DECREASED
Shares97,161 from 99,087
Change-1,926 (-2%)
Value$3.2M (-$409.6K)
Filed 2026-10-21
MeadowBrook Investment Advisors LLC
INCREASED
Shares96,746 from 87,801
Change+8,945 (+10%)
Value$3.2M (-$11.6K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares95,807 from 100,460
Change-4,653 (-5%)
Value$3.1M (-$503.4K)
Filed 2026-10-13
McBroom & Associates, LLC
DECREASED
Shares95,772 from 97,078
Change-1,306 (-1%)
Value$3.1M (-$382.2K)
Filed 2026-10-29
Phillips Financial Management, LLC
INCREASED
Shares95,656 from 95,377
Change+279 (+0%)
Value$3.1M (-$324.7K)
Filed 2026-10-19
Sunburst Financial Group, LLC
DECREASED
Shares95,237 from 95,855
Change-618 (-1%)
Value$3.1M (-$355.6K)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares94,259 from 92,201
Change+2,058 (+2%)
Value$3.1M (-$255.6K)
Filed 2026-10-07
Pinnacle Associates LTD
DECREASED
Shares93,701 from 95,583
Change-1,882 (-2%)
Value$3.1M (-$395.9K)
Filed 2026-10-20
Madden Securities Corp
DECREASED
Shares93,344 from 95,711
Change-2,367 (-2%)
Value$3.0M (-$412.2K)
Filed 2026-10-27
Elser Financial Planning, Inc
DECREASED
Shares92,387 from 96,489
Change-4,102 (-4%)
Value$3.0M (-$471.6K)
Filed 2026-10-16
Firestone Capital Management
INCREASED
Shares90,921 from 89,893
Change+1,028 (+1%)
Value$3.0M (-$281.1K)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares90,611 from 90,715
Change-104 (0%)
Value$3.0M (-$320.9K)
Filed 2026-10-07
Advisor OS, LLC
INCREASED
Shares90,537 from 76,396
Change+14,141 (+19%)
Value$3.0M (+$194.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares90,476 from 89,604
Change+872 (+1%)
Value$3.0M (-$285.1K)
Filed 2026-10-13
Harbor Group, Inc.
DECREASED
Shares90,201 from 93,029
Change-2,828 (-3%)
Value$2.9M (-$417.9K)
Filed 2026-10-14
Eagle Harbor Asset Management Inc
DECREASED
Shares89,711 from 90,054
Change-343 (0%)
Value$2.9M (-$326.4K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares89,693 from 88,818
Change+875 (+1%)
Value$2.9M (-$282.3K)
Filed 2026-10-21
Green Ridge Wealth Planning LLC
DECREASED
Shares88,904 from 110,320
Change-21,416 (-19%)
Value$2.9M (-$1.1M)
Filed 2026-10-08
L.K. Benson & Company, P.C.
DECREASED
Shares88,553 from 88,842
Change-289 (0%)
Value$2.9M (-$320.3K)
Filed 2026-10-23
Juno Financial Group LLC
INCREASED
Shares88,316 from 87,019
Change+1,297 (+1%)
Value$2.9M (-$262.3K)
Filed 2026-10-27
Revolve Wealth Partners, LLC
DECREASED
Shares86,279 from 87,893
Change-1,614 (-2%)
Value$2.8M (-$360.3K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
DECREASED
Shares86,187 from 86,275
Change-88 (0%)
Value$2.8M (-$304.8K)
Filed 2026-11-02
Balboa Wealth Partners
INCREASED
Shares85,848 from 74,349
Change+11,499 (+15%)
Value$2.8M (+$115.0K)
Filed 2026-10-20
Virtue Capital Management, LLC
INCREASED
Shares85,053 from 57,362
Change+27,691 (+48%)
Value$2.8M (+$702.8K)
Filed 2026-10-29
Envision Financial LLC
INCREASED
Shares84,054 from 45,562
Change+38,492 (+84%)
Value$2.5M (+$817.4K)
Filed 2026-10-15
CMH Wealth Management LLC
DECREASED
Shares83,919 from 85,619
Change-1,700 (-2%)
Value$2.7M (-$355.1K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED
Shares83,203 from 83,638
Change-435 (-1%)
Value$2.7M (-$306.9K)
Filed 2026-10-30
NBT Bank, N.A.
DECREASED
Shares82,738 from 83,987
Change-1,249 (-1%)
Value$2.7M (-$334.7K)
Filed 2026-10-21
Embree Financial Group
INCREASED
Shares82,203 from 82,012
Change+191 (+0%)
Value$2.7M (-$280.8K)
Filed 2026-10-22
Downshift Financial, LLC
DECREASED
Shares81,463 from 96,403
Change-14,940 (-15%)
Value$2.7M (-$824.9K)
Filed 2026-10-13
Dorato Capital Management
INCREASED
Shares80,904 from 79,322
Change+1,582 (+2%)
Value$2.6M (-$130.9K)
Filed 2026-10-08
BankPlus Wealth Management LLC
INCREASED
Shares80,595 from 61,046
Change+19,549 (+32%)
Value$2.6M (+$423.9K)
Filed 2026-10-13
Consilium Wealth Advisory, LLC
INCREASED
Shares80,163 from 80,153
Change+10 (+0%)
Value$2.6M (-$280.2K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
DECREASED
Shares79,870 from 82,648
Change-2,778 (-3%)
Value$2.6M (-$379.9K)
Filed 2026-10-28
Columbus Macro, LLC
DECREASED
Shares79,624 from 81,762
Change-2,138 (-3%)
Value$2.6M (-$356.0K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares79,393 from 62,711
Change+16,682 (+27%)
Value$2.6M (+$403.7K)
Filed 2026-10-09
First Growth Capital LLC
DECREASED
Shares79,161 from 87,861
Change-8,700 (-10%)
Value$2.6M (-$591.4K)
Filed 2026-10-15
Cdkv Holdings LLC
INCREASED
Shares77,437 from 77,033
Change+404 (+1%)
Value$2.5M (-$256.4K)
Filed 2026-10-28
Bluestem Financial Advisors, LLC
INCREASED
Shares77,420 from 75,957
Change+1,463 (+2%)
Value$2.5M (-$218.1K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares76,941 from 79,899
Change-2,958 (-4%)
Value$2.5M (-$376.2K)
Filed 2026-10-16
Code Waechter LLC
DECREASED
Shares76,934 from 77,822
Change-888 (-1%)
Value$2.5M (-$301.3K)
Filed 2026-10-23
Serenity Investment Advisors
INCREASED
Shares76,601 from 75,901
Change+700 (+1%)
Value$2.5M (-$130.5K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED
Shares75,161 from 73,187
Change+1,974 (+3%)
Value$2.5M (-$191.8K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares74,479 from 80,944
Change-6,465 (-8%)
Value$2.4M (-$494.3K)
Filed 2026-10-23
Ironwood Wealth Management, Llc.
INCREASED
Shares74,432 from 72,702
Change+1,730 (+2%)
Value$2.4M (-$198.0K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares73,997 from 72,545
Change+1,452 (+2%)
Value$2.4M (-$206.5K)
Filed 2026-10-21
Wealth Group Ltd
DECREASED
Shares73,919 from 74,640
Change-721 (-1%)
Value$2.4M (-$253.7K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
INCREASED
Shares71,695 from 71,682
Change+13 (+0%)
Value$2.3M (-$250.5K)
Filed 2026-11-03
Hanseatic Management Services Inc
DECREASED
Shares71,246 from 75,180
Change-3,934 (-5%)
Value$2.3M (-$391.5K)
Filed 2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED
Shares70,154 from 70,004
Change+150 (+0%)
Value$2.3M (-$240.1K)
Filed 2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED
Shares70,123 from 68,406
Change+1,717 (+3%)
Value$2.3M (-$183.4K)
Filed 2026-10-15
Blossom Wealth Management
INCREASED
Shares69,194 from 68,872
Change+322 (+0%)
Value$2.3M (-$230.5K)
Filed 2026-11-03
Whelan Financial
DECREASED
Shares68,781 from 69,459
Change-678 (-1%)
Value$2.2M (-$265.2K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares67,965 from 46,021
Change+21,944 (+48%)
Value$2.2M (+$555.0K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares67,919 from 68,921
Change-1,002 (-1%)
Value$2.2M (-$273.9K)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares67,874 from 69,311
Change-1,437 (-2%)
Value$2.2M (-$289.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares67,220 from 62,102
Change+5,118 (+8%)
Value$2.2K (-$2.2M)
Filed 2026-10-26
LTG Capital LLC
INCREASED
Shares66,040 from 65,910
Change+130 (+0%)
Value$2.2M (-$226.4K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares65,500 from 65,582
Change-82 (0%)
Value$2.1M (-$232.2K)
Filed 2026-10-07
Leisure Capital Management
DECREASED
Shares64,906 from 67,233
Change-2,327 (-3%)
Value$2.1M (-$311.2K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares64,461 from 73,956
Change-9,495 (-13%)
Value$2.1M (-$568.7K)
Filed 2026-10-08
Financial Solutions Advisory Group, Inc.
DECREASED
Shares64,453 from 67,292
Change-2,839 (-4%)
Value$2.1M (-$291.3K)
Filed 2026-10-28
Fortune Financial Group, Inc.
DECREASED
Shares64,183 from 65,479
Change-1,296 (-2%)
Value$2.1M (-$271.5K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
DECREASED
Shares64,150 from 66,815
Change-2,665 (-4%)
Value$1.6M (-$269.7K)
Filed 2026-10-08
Warwick Investment Management, Inc.
DECREASED
Shares63,854 from 64,649
Change-795 (-1%)
Value$2.1M (-$252.2K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
INCREASED
Shares63,625 from 56,260
Change+7,365 (+13%)
Value$2.1M (+$43.4K)
Filed 2026-10-23
Madison Park Capital Advisors, LLC
DECREASED
Shares63,600 from 65,085
Change-1,485 (-2%)
Value$2.1M (-$276.2K)
Filed 2026-10-28
Everhart Financial Group, Inc.
DECREASED
Shares62,982 from 63,876
Change-894 (-1%)
Value$2.1M (-$252.7K)
Filed 2026-10-08
Clearview Wealth Management LLC
INCREASED
Shares62,063 from 58,968
Change+3,095 (+5%)
Value$2.0M (-$109.7K)
Filed 2026-10-16
SWS Partners
DECREASED
Shares61,905 from 66,673
Change-4,768 (-7%)
Value$2.0M (-$388.9K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares61,843 from 61,980
Change-137 (0%)
Value$2.0M (-$221.4K)
Filed 2026-10-27
Jm2 Capital Inc.
INCREASED
Shares60,736 from 58,863
Change+1,873 (+3%)
Value$2.0M (-$144.9K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
INCREASED
Shares59,733 from 59,723
Change+10 (+0%)
Value$1.9M (-$208.7K)
Filed 2026-11-02
North Forty Two & Co.
DECREASED
Shares59,630 from 60,280
Change-650 (-1%)
Value$1.9M (-$232.2K)
Filed 2026-10-19
Villere ST Denis J & Co LLC
INCREASED
Shares58,693 from 8,886
Change+49,807 (+561%)
Value$1.9M (+$1.6M)
Filed 2026-11-04
FSM Wealth Advisors, LLC
DECREASED
Shares58,444 from 58,533
Change-89 (0%)
Value$1.9M (-$206.0K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares57,934 from 56,507
Change+1,427 (+3%)
Value$1.9M (-$151.2K)
Filed 2026-10-22
Nestegg Advisors, Inc.
INCREASED
Shares57,842 from 54,162
Change+3,680 (+7%)
Value$1.9M (-$69.5K)
Filed 2026-10-21
Capital Squared Financial LLC
DECREASED
Shares57,224 from 58,759
Change-1,535 (-3%)
Value$1.9M (-$255.7K)
Filed 2026-10-30
Barden Capital Management, Inc.
INCREASED
Shares57,190 from 56,987
Change+203 (+0%)
Value$1.9M (-$192.8K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares57,111 from 58,330
Change-1,219 (-2%)
Value$1.9M (-$243.9K)
Filed 2026-10-21
Econ Financial Services Corp
INCREASED
Shares57,038 from 50,244
Change+6,794 (+14%)
Value$1.9M (+$45.8K)
Filed 2026-10-19
Tenret Co LLC
NEW
Shares56,554
Change+56,554
Value$1.8M
Filed 2026-11-02
Moller Wealth Partners
DECREASED
Shares56,381 from 59,916
Change-3,535 (-6%)
Value$1.8M (-$325.1K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED
Shares55,897 from 55,897
Change0 (0%)
Value$1.8M (-$195.6K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares55,360 from 56,295
Change-935 (-2%)
Value$1.8M (-$227.6K)
Filed 2026-10-13
Greenhouse Wealth Management, LLC
INCREASED
Shares54,529 from 54,410
Change+119 (+0%)
Value$1.8M (-$186.5K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
DECREASED
Shares54,392 from 54,796
Change-404 (-1%)
Value$1.8M (-$205.0K)
Filed 2026-10-05
ARK & TLK Investments, LLC
UNCHANGED
Shares53,799 from 53,799
Change0 (0%)
Value$1.8M (-$188.3K)
Filed 2026-10-20
RCW Management, LLC
UNCHANGED
Shares53,485 from 53,485
Change0 (0%)
Value$1.7M (-$187.2K)
Filed 2026-10-30
Krilogy Financial LLC
INCREASED
Shares53,373 from 52,572
Change+801 (+2%)
Value$1.7M (-$156.3K)
Filed 2026-10-13
Cambridge Advisors Inc.
INCREASED
Shares53,191 from 52,959
Change+232 (+0%)
Value$1.7M (-$177.8K)
Filed 2026-10-19
Juncture Wealth Strategies, LLC
DECREASED
Shares52,882 from 57,031
Change-4,149 (-7%)
Value$1.7M (-$335.0K)
Filed 2026-10-06
Facet Wealth, Inc.
INCREASED
Shares51,589 from 47,091
Change+4,498 (+10%)
Value$1.7M (-$18.0K)
Filed 2026-11-04
OFS Enterprise LLC
INCREASED
Shares50,813 from 50,700
Change+113 (+0%)
Value$1.7M (-$173.8K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares50,750 from 50,932
Change-182 (0%)
Value$1.7M (-$184.2K)
Filed 2026-10-21
CRA Financial Services, LLC
DECREASED
Shares50,705 from 52,259
Change-1,554 (-3%)
Value$1.7M (-$233.6K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares50,635 from 43,133
Change+7,502 (+17%)
Value$1.7M (+$93.8K)
Filed 2026-10-15
Seek First Inc.
INCREASED
Shares50,614 from 50,462
Change+152 (+0%)
Value$1.7M (-$171.7K)
Filed 2026-10-27
XY Planning Network, Inc.
INCREASED
Shares50,014 from 48,907
Change+1,107 (+2%)
Value$1.6M (-$135.1K)
Filed 2026-10-14
Tempus Wealth Planning, LLC
INCREASED
Shares49,472 from 44,699
Change+4,773 (+11%)
Value$1.6M (-$674)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares49,174 from 6,178
Change+42,996 (+696%)
Value$1.6M (+$1.4M)
Filed 2026-10-15
Enclave Advisors LLC
DECREASED
Shares48,923 from 49,144
Change-221 (0%)
Value$1.6M (-$179.2K)
Filed 2026-10-14
Beacon Advisors Holdings, LLC
UNCHANGED
Shares48,640 from 48,640
Change0 (0%)
Value$1.6M (-$170.2K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares48,260 from 44,570
Change+3,690 (+8%)
Value$1.6M (-$35.6K)
Filed 2026-10-19
Bensler, LLC
DECREASED
Shares48,148 from 48,568
Change-420 (-1%)
Value$1.6M (-$183.7K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares48,075 from 50,375
Change-2,300 (-5%)
Value$1.6M (-$251.4K)
Filed 2026-10-19
Sprinkle Financial Consultants LLC
DECREASED
Shares48,020 from 49,479
Change-1,459 (-3%)
Value$1.6M (-$220.8K)
Filed 2026-10-09
Sheets Smith Wealth Management
INCREASED
Shares47,164 from 46,676
Change+488 (+1%)
Value$1.5M (-$147.5K)
Filed 2026-10-16
MilWealth Group LLC
UNCHANGED
Shares47,123 from 47,123
Change0 (0%)
Value$1.5M (-$164.9K)
Filed 2026-11-02
Milestone Asset Management Group, LLC
INCREASED
Shares47,061 from 46,114
Change+947 (+2%)
Value$1.5M (-$130.5K)
Filed 2026-10-20
Cooper S Advisors, LLC
DECREASED
Shares46,762 from 48,141
Change-1,379 (-3%)
Value$1.5M (-$213.5K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares46,737 from 33,790
Change+12,947 (+38%)
Value$1.5M (+$304.2K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares46,691 from 45,717
Change+974 (+2%)
Value$1.5M (-$128.2K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares46,636 from 44,572
Change+2,064 (+5%)
Value$1.5M (-$88.6K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares46,578 from 46,750
Change-172 (0%)
Value$1.5M (-$169.2K)
Filed 2026-10-27
Moneywise, Inc.
DECREASED
Shares45,913 from 68,987
Change-23,074 (-33%)
Value$1.5M (-$994.3K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
INCREASED
Shares45,896 from 43,525
Change+2,371 (+5%)
Value$1.5M (-$75.0K)
Filed 2026-10-15
Planned Solutions, Inc.
DECREASED
Shares45,462 from 46,478
Change-1,016 (-2%)
Value$1.5M (-$195.8K)
Filed 2026-10-19
BCK Partners, Inc.
DECREASED
Shares44,997 from 45,638
Change-641 (-1%)
Value$1.5M (-$180.6K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares44,950 from 37,589
Change+7,361 (+20%)
Value$1.5M (+$108.6K)
Filed 2026-10-15
Brighton Jones LLC
INCREASED
Shares44,848 from 44,339
Change+509 (+1%)
Value$1.5M (-$138.6K)
Filed 2026-11-03
Ironwood Financial, llc
DECREASED
Shares43,991 from 44,281
Change-290 (-1%)
Value$1.4M (-$84.3K)
Filed 2026-10-20
Essential Partners LLC
INCREASED
Shares43,164 from 41,525
Change+1,639 (+4%)
Value$1.4M (-$91.9K)
Filed 2026-10-14
Nicollet Investment Management, Inc.
INCREASED
Shares42,958 from 42,558
Change+400 (+1%)
Value$1.4K (-$1.5M)
Filed 2026-10-14
CFC Planning Co LLC
INCREASED
Shares42,528 from 41,485
Change+1,043 (+3%)
Value$1.4M (-$111.1K)
Filed 2026-10-28
Denver PWM, LLC
DECREASED
Shares41,894 from 43,022
Change-1,128 (-3%)
Value$1.4M (-$166.7K)
Filed 2026-10-22
West Paces Advisors Inc.
DECREASED
Shares41,889 from 42,824
Change-935 (-2%)
Value$1.4M (-$180.4K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares41,679 from 39,978
Change+1,701 (+4%)
Value$1.4M (-$84.4K)
Filed 2026-10-21
Claro Advisors Inc.
INCREASED
Shares41,580 from 41,099
Change+481 (+1%)
Value$1.4M (-$128.1K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares41,373 from 44,342
Change-2,969 (-7%)
Value$1.4M (-$252.1K)
Filed 2026-11-03
Carroll Advisory Group, LLC
DECREASED
Shares41,125 from 41,448
Change-323 (-1%)
Value$1.3M (-$155.6K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares40,984 from 41,113
Change-129 (0%)
Value$1.3M (-$151.0K)
Filed 2026-10-20
Great Waters Wealth Management
DECREASED
Shares40,570 from 40,621
Change-51 (0%)
Value$1.3M (-$143.9K)
Filed 2026-10-07
Gradient Capital Advisors, LLC
INCREASED
Shares40,145 from 39,787
Change+358 (+1%)
Value$1.3M (-$127.6K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares39,995 from 52,508
Change-12,513 (-24%)
Value$1.3M (-$592.1K)
Filed 2026-10-29
Shearwater Capital LLC
UNCHANGED
Shares39,703 from 39,703
Change0 (0%)
Value$1.3M (-$139.0K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares39,161 from 39,245
Change-84 (0%)
Value$1.3M (-$140.1K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares39,160 from 38,029
Change+1,131 (+3%)
Value$1.3M (-$96.2K)
Filed 2026-10-07
FAI Advisors, Inc.
DECREASED
Shares38,764 from 56,483
Change-17,719 (-31%)
Value$1.3M (-$775.9K)
Filed 2026-10-27
TPG Advisors LLC
DECREASED
Shares38,260 from 38,475
Change-215 (-1%)
Value$1.2M (-$141.7K)
Filed 2026-10-16
Joseph Group Capital Management
DECREASED
Shares37,884 from 39,824
Change-1,940 (-5%)
Value$1.2M (-$202.7K)
Filed 2026-11-04
Grantvest Financial Group LLC
DECREASED
Shares37,876 from 39,112
Change-1,236 (-3%)
Value$1.2M (-$177.2K)
Filed 2026-10-21
Fonville Wealth Management LLC
DECREASED
Shares37,279 from 39,542
Change-2,263 (-6%)
Value$1.2M (-$212.2K)
Filed 2026-10-28
Mengis Capital Management, Inc.
DECREASED
Shares37,245 from 37,413
Change-168 (0%)
Value$1.2M (-$136.5K)
Filed 2026-10-13
Carolina Wealth Management Inc
DECREASED
Shares37,175 from 37,362
Change-187 (0%)
Value$1.2M (-$136.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares37,142 from 35,666
Change+1,476 (+4%)
Value$1.2M (-$100.4K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares37,051 from 36,371
Change+680 (+2%)
Value$1.2M (-$105.1K)
Filed 2026-10-13
Parsons Capital Management Inc
INCREASED
Shares36,834 from 34,085
Change+2,749 (+8%)
Value$1.2M (-$29.6K)
Filed 2026-10-28
Collective Family Office LLC
INCREASED
Shares36,762 from 35,963
Change+799 (+2%)
Value$1.2M (-$99.8K)
Filed 2026-10-05
Climber Capital SA
INCREASED
Shares36,459 from 36,040
Change+419 (+1%)
Value$1.0M (-$158.0K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares36,346 from 36,463
Change-117 (0%)
Value$1.2M (-$131.4K)
Filed 2026-10-23
MBL Wealth, LLC
UNCHANGED
Shares36,300 from 36,300
Change0 (0%)
Value$1.2M (-$127.1K)
Filed 2026-10-22
Summit Asset Management, LLC
DECREASED
Shares36,288 from 36,382
Change-94 (0%)
Value$1.2M (-$130.4K)
Filed 2026-11-05
Sculati Wealth Management, LLC
DECREASED
Shares36,230 from 36,242
Change-12 (0%)
Value$1.2M (-$50.8K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares35,736 from 40,696
Change-4,960 (-12%)
Value$1.2M (-$304.3K)
Filed 2026-11-03
Clear Point Advisors Inc.
INCREASED
Shares35,720 from 32,517
Change+3,203 (+10%)
Value$1.2M (+$489)
Filed 2026-10-30
Omega Financial Group, LLC
DECREASED
Shares35,695 from 39,600
Change-3,905 (-10%)
Value$1.2M (-$266.0K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares35,469 from 31,200
Change+4,269 (+14%)
Value$1.2M (+$30.1K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares35,365 from 32,246
Change+3,119 (+10%)
Value$1.2M (-$11.1K)
Filed 2026-11-03
Paulson Wealth Management Inc.
DECREASED
Shares35,339 from 36,991
Change-1,652 (-4%)
Value$1.2M (-$183.4K)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares35,263 from 26,169
Change+9,094 (+35%)
Value$1.2M (+$205.1K)
Filed 2026-10-22
Myecfo, LLC
INCREASED
Shares35,231 from 34,931
Change+300 (+1%)
Value$1.1M (-$112.5K)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED
Shares35,127 from 36,413
Change-1,286 (-4%)
Value$1.1M (-$169.4K)
Filed 2026-10-09
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares34,978 from 34,117
Change+861 (+3%)
Value$1.1M (-$91.3K)
Filed 2026-10-08
Sigma Investment Counselors Inc
INCREASED
Shares34,930 from 17,341
Change+17,589 (+101%)
Value$1.1M (+$513.2K)
Filed 2026-10-27
Ifrah Financial Services, Inc.
DECREASED
Shares34,738 from 35,072
Change-334 (-1%)
Value$1.1M (-$133.7K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED
Shares34,368 from 34,524
Change-156 (0%)
Value$1.1M (-$125.9K)
Filed 2026-10-29
Armor Investment Advisors, LLC
DECREASED
Shares33,741 from 33,805
Change-64 (0%)
Value$1.1M (-$120.4K)
Filed 2026-10-27
Eley Financial Management, Inc
DECREASED
Shares33,722 from 34,075
Change-353 (-1%)
Value$1.1M (-$130.8K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares33,019 from 30,773
Change+2,246 (+7%)
Value$1.1M (-$34.4K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
UNCHANGED
Shares32,521 from 32,521
Change0 (0%)
Value$1.1M (-$113.8K)
Filed 2026-10-29
Pegasus Asset Management, Inc.
INCREASED
Shares32,488 from 30,774
Change+1,714 (+6%)
Value$1.1M (-$51.8K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares32,367 from 23,668
Change+8,699 (+37%)
Value$1.1M (+$201.0K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares32,330 from 31,440
Change+890 (+3%)
Value$1.1M (-$81.0K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares32,202 from 33,340
Change-1,138 (-3%)
Value$1.1M (-$153.8K)
Filed 2026-10-28
Directional Asset Management
DECREASED
Shares31,645 from 32,371
Change-726 (-2%)
Value$1.0M (-$137.0K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares31,486 from 30,148
Change+1,338 (+4%)
Value$1.0M (-$61.8K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares31,122 from 31,122
Change0 (0%)
Value$1.0M (-$108.9K)
Filed 2026-10-23
Hengehold Capital Management LLC
DECREASED
Shares30,764 from 31,064
Change-300 (-1%)
Value$1.0M (-$118.5K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
INCREASED
Shares30,689 from 30,683
Change+6 (+0%)
Value$1.0M (-$107.2K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
DECREASED
Shares30,546 from 33,868
Change-3,322 (-10%)
Value$996.7K (-$226.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares30,509 from 32,862
Change-2,353 (-7%)
Value$995.5K (-$191.8K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares30,390 from 29,603
Change+787 (+3%)
Value$991.6K (-$78.0K)
Filed 2026-11-04
Genesee Capital Advisors, LLC
INCREASED
Shares30,346 from 30,254
Change+92 (+0%)
Value$990.2K (-$102.9K)
Filed 2026-10-20
William Mack & Associates, Inc.
INCREASED
Shares30,199 from 28,128
Change+2,071 (+7%)
Value$985.4K (-$30.9K)
Filed 2026-10-27
Avantax Planning Partners, Inc.
INCREASED
Shares30,057 from 29,908
Change+149 (+1%)
Value$980.8K (-$99.8K)
Filed 2026-11-03
Asset Planning Services Inc
DECREASED
Shares29,915 from 30,330
Change-415 (-1%)
Value$976 (-$1.1M)
Filed 2026-10-15
Twele Capital Management, Inc.
DECREASED
Shares29,787 from 30,132
Change-345 (-1%)
Value$972.0K (-$116.7K)
Filed 2026-10-13
Family Investment Center, Inc.
DECREASED
Shares28,503 from 28,786
Change-283 (-1%)
Value$930.0K (-$110.0K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares28,423 from 6,083
Change+22,340 (+367%)
Value$927.4K (+$710.5K)
Filed 2026-10-13
Farnam Financial LLC
INCREASED
Shares28,198 from 25,900
Change+2,298 (+9%)
Value$902.1K (-$33.7K)
Filed 2026-10-21
Financial Consulate, Inc
INCREASED
Shares28,156 from 28,106
Change+50 (+0%)
Value$918.7K (-$96.8K)
Filed 2026-10-23
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares28,095 from 28,240
Change-145 (-1%)
Value$916.7K (-$103.6K)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares27,966 from 27,423
Change+543 (+2%)
Value$910.9K (-$33.6K)
Filed 2026-10-21
Peterson Wealth Advisors, LLC
DECREASED
Shares27,964 from 30,233
Change-2,269 (-8%)
Value$912.5K (-$179.9K)
Filed 2026-10-08
Crescent Sterling, Ltd.
INCREASED
Shares27,957 from 27,893
Change+64 (+0%)
Value$912.2K (-$95.5K)
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares27,557 from 22,411
Change+5,146 (+23%)
Value$899.2K (+$89.5K)
Filed 2026-10-20
Carret Asset Management, LLC
DECREASED
Shares27,454 from 27,884
Change-430 (-2%)
Value$895.8K (-$111.6K)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares26,964 from 25,012
Change+1,952 (+8%)
Value$879.8K (-$23.8K)
Filed 2026-10-08
GuidedMoney, LLC
UNCHANGED
Shares26,752 from 26,752
Change0 (0%)
Value$872.9K (-$93.6K)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
DECREASED
Shares26,590 from 30,809
Change-4,219 (-14%)
Value$867.6K (-$245.5K)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares26,537 from 26,537
Change0 (0%)
Value$865.9K (-$92.9K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares26,447 from 25,252
Change+1,195 (+5%)
Value$863.0K (-$8.7K)
Filed 2026-11-02
Rede Wealth, LLC
INCREASED
Shares26,294 from 25,764
Change+530 (+2%)
Value$858.0K (-$72.9K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares26,157 from 26,348
Change-191 (-1%)
Value$853.5K (-$98.4K)
Filed 2026-10-15
Smithbridge Asset Management Inc
DECREASED
Shares26,082 from 30,301
Change-4,219 (-14%)
Value$851.1K (-$243.7K)
Filed 2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares25,895 from 25,773
Change+122 (+0%)
Value$845.0K (-$86.2K)
Filed 2026-10-09
Luminvest Wealth Management LLC
DECREASED
Shares25,544 from 25,780
Change-236 (-1%)
Value$833.5K (-$97.9K)
Filed 2026-10-14
LifePlan Financial, LLC
INCREASED
Shares25,445 from 24,764
Change+681 (+3%)
Value$831.0K (-$63.7K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares25,391 from 25,704
Change-313 (-1%)
Value$828.5K (-$100.2K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
INCREASED
Shares24,922 from 24,916
Change+6 (+0%)
Value$813.2K (-$87.0K)
Filed 2026-11-03
Acropolis Investment Management, LLC
UNCHANGED
Shares24,546 from 24,546
Change0 (0%)
Value$800.9K (-$85.9K)
Filed 2026-10-08
Nautilus Advisors LLC
UNCHANGED
Shares24,518 from 24,518
Change0 (0%)
Value$800.0K (-$55.9K)
Filed 2026-10-07
WP Advisors, LLC
INCREASED
Shares24,448 from 24,402
Change+46 (+0%)
Value$797.8K (-$83.9K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
DECREASED
Shares24,422 from 24,629
Change-207 (-1%)
Value$796.9K (-$93.0K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares24,290 from 11,094
Change+13,196 (+119%)
Value$792.6K (+$391.8K)
Filed 2026-10-23
Davidson Trust Co
UNCHANGED
Shares24,088 from 24,088
Change0 (0%)
Value$786.0K (-$84.3K)
Filed 2026-10-09
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares24,061 from 24,127
Change-66 (0%)
Value$785.1K (-$86.6K)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares23,885 from 21,219
Change+2,666 (+13%)
Value$779.4K (+$12.7K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares23,377 from 22,076
Change+1,301 (+6%)
Value$762.8K (-$34.8K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
INCREASED
Shares22,671 from 19,457
Change+3,214 (+17%)
Value$739.8K (+$36.8K)
Filed 2026-11-05
Legacy Bridge, LLC
UNCHANGED
Shares22,660 from 22,660
Change0 (0%)
Value$739.4K (-$79.3K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares22,164 from 19,127
Change+3,037 (+16%)
Value$723.2K (+$32.1K)
Filed 2026-10-27
Silverlake Wealth Management LLC
INCREASED
Shares22,090 from 16,236
Change+5,854 (+36%)
Value$720.8K (+$134.2K)
Filed 2026-10-21
Armbruster Capital Management, Inc.
UNCHANGED
Shares21,805 from 21,805
Change0 (0%)
Value$711.5K (-$76.3K)
Filed 2026-10-19
BNC Wealth Management, LLC
UNCHANGED
Shares21,473 from 21,473
Change0 (0%)
Value$700.7K (-$75.2K)
Filed 2026-10-19
SwitchPoint Financial Planning, LLC
NEW
Shares21,356
Change+21,356
Value$696.8K
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares21,081 from 20,419
Change+662 (+3%)
Value$687.9K (-$49.9K)
Filed 2026-10-13
Souders Financial Advisors
DECREASED
Shares21,072 from 22,555
Change-1,483 (-7%)
Value$687.6K (-$127.3K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares20,951 from 19,523
Change+1,428 (+7%)
Value$686.6K (-$8.8K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
DECREASED
Shares20,752 from 21,136
Change-384 (-2%)
Value$677.1K (-$86.5K)
Filed 2026-10-08
Gilpin Wealth Management, LLC
INCREASED
Shares20,720 from 18,610
Change+2,110 (+11%)
Value$676.1K (+$3.7K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
DECREASED
Shares20,710 from 21,407
Change-697 (-3%)
Value$675.8K (-$97.7K)
Filed 2026-10-19
Altfest L J & Co Inc
INCREASED
Shares20,660 from 20,581
Change+79 (+0%)
Value$674.1K (-$69.5K)
Filed 2026-10-27
Evanson Financial, LLC
INCREASED
Shares20,456 from 20,403
Change+53 (+0%)
Value$667.5K (-$69.7K)
Filed 2026-10-23
Brucke Financial, Inc.
INCREASED
Shares20,256 from 20,066
Change+190 (+1%)
Value$660.9K (-$64.0K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares20,208 from 20,198
Change+10 (+0%)
Value$659.4K (-$70.4K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares20,035 from 21,296
Change-1,261 (-6%)
Value$653.7K (-$115.7K)
Filed 2026-10-21
Aire Advisors, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$652.6K (-$70.0K)
Filed 2026-10-22
Optima Capital LLC
INCREASED
Shares19,948 from 19,516
Change+432 (+2%)
Value$650.9K (-$54.2K)
Filed 2026-10-29
Cooksen Wealth, LLC
INCREASED
Shares19,786 from 19,636
Change+150 (+1%)
Value$648.8K (-$60.7K)
Filed 2026-10-13
Cottage Street Advisors LLC
INCREASED
Shares19,754 from 7,983
Change+11,771 (+147%)
Value$644.6K (+$356.1K)
Filed 2026-10-19
Ocean Park Asset Management, LLC
DECREASED
Shares19,481 from 19,872
Change-391 (-2%)
Value$635.7K (-$82.3K)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares19,445 from 17,375
Change+2,070 (+12%)
Value$634.5K (+$6.7K)
Filed 2026-10-27
Burkett Financial Services, LLC
DECREASED
Shares19,361 from 20,154
Change-793 (-4%)
Value$631.8K (-$96.4K)
Filed 2026-10-01
Retirement Planning Group, LLC
DECREASED
Shares19,329 from 19,441
Change-112 (-1%)
Value$630.7K (-$71.7K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares19,325 from 19,002
Change+323 (+2%)
Value$630.6K (-$56.0K)
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares19,177 from 17,541
Change+1,636 (+9%)
Value$625.8K (-$8.0K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
DECREASED
Shares19,173 from 19,248
Change-75 (0%)
Value$625.6K (-$69.8K)
Filed 2026-10-22
Busey Bank
NEW
Shares19,155
Change+19,155
Value$625.0K
Filed 2026-10-26
Capital Management Associates, Inc
INCREASED
Shares18,981 from 18,924
Change+57 (+0%)
Value$619.4K (-$64.4K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
NEW
Shares18,978
Change+18,978
Value$619.3K
Filed 2026-11-03
Chesley Taft & Associates LLC
UNCHANGED
Shares18,874 from 18,874
Change0 (0%)
Value$615.9K (-$66.1K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares18,847 from 16,432
Change+2,415 (+15%)
Value$615.0K (+$21.3K)
Filed 2026-10-23
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares18,798 from 19,003
Change-205 (-1%)
Value$613.4K (-$73.2K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares18,327 from 18,017
Change+310 (+2%)
Value$598.0K (+$74.1K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares18,269 from 13,384
Change+4,885 (+37%)
Value$596.1K (+$112.6K)
Filed 2026-10-30
Waterfront Wealth Inc.
INCREASED
Shares17,897 from 17,896
Change+1 (+0%)
Value$583.3K (-$41.4K)
Filed 2026-11-03
Cap Partners, LLC
DECREASED
Shares17,744 from 18,667
Change-923 (-5%)
Value$579.0K (-$95.4K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares17,743 from 13,948
Change+3,795 (+27%)
Value$578.9K (+$75.0K)
Filed 2026-10-13
CWC Advisors, Llc.
DECREASED
Shares17,733 from 18,282
Change-549 (-3%)
Value$578.6K (-$81.9K)
Filed 2026-10-15
Berkeley, Inc
DECREASED
Shares17,459 from 17,955
Change-496 (-3%)
Value$569.7K (-$79.0K)
Filed 2026-10-20
Trellis Wealth Advisors LLC
UNCHANGED
Shares17,416 from 17,416
Change0 (0%)
Value$568.3K (-$61.0K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
INCREASED
Shares17,415 from 17,409
Change+6 (+0%)
Value$568.3K (-$60.7K)
Filed 2026-10-19
Pacific Sage Partners, LLC
DECREASED
Shares17,366 from 18,255
Change-889 (-5%)
Value$566.6K (-$92.9K)
Filed 2026-10-21
Selby Wealth Management, LLC
DECREASED
Shares17,343 from 19,952
Change-2,609 (-13%)
Value$565.9K (-$155.0K)
Filed 2026-10-16
Kaizen Financial Strategies
INCREASED
Shares17,232 from 15,180
Change+2,052 (+14%)
Value$562.3K (+$21.6K)
Filed 2026-10-09
Fortitude Advisory Group L.L.C.
INCREASED
Shares17,228 from 16,921
Change+307 (+2%)
Value$562.2K (-$49.2K)
Filed 2026-10-15
Piscataqua Savings Bank
UNCHANGED
Shares17,223 from 17,223
Change0 (0%)
Value$562.0K (-$60.3K)
Filed 2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED
Shares17,136 from 16,643
Change+493 (+3%)
Value$559.2K (-$42.1K)
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares17,038 from 17,038
Change0 (0%)
Value$556.0K (-$59.6K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares16,968 from 16,974
Change-6 (0%)
Value$553.7K (-$59.6K)
Filed 2026-11-02
Stone Summit Wealth LLC
DECREASED
Shares16,944 from 17,202
Change-258 (-1%)
Value$552.9K (-$68.6K)
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares16,838 from 18,330
Change-1,492 (-8%)
Value$555.6K (-$106.8K)
Filed 2026-11-04
One Day In July LLC
INCREASED
Shares16,752 from 15,899
Change+853 (+5%)
Value$546.6K (-$27.8K)
Filed 2026-10-30
Leverty Financial Group, LLC
DECREASED
Shares16,711 from 17,098
Change-387 (-2%)
Value$545.3K (-$72.5K)
Filed 2026-10-08
Thrive Wealth Management, LLC
DECREASED
Shares16,660 from 16,688
Change-28 (0%)
Value$543.6K (-$59.3K)
Filed 2026-10-13
Chatham Capital Group, Inc.
UNCHANGED
Shares16,655 from 16,655
Change0 (0%)
Value$543.4K (-$58.3K)
Filed 2026-10-16
Abacus Planning Group, Inc.
DECREASED
Shares16,527 from 16,539
Change-12 (0%)
Value$539.3K (-$58.3K)
Filed 2026-11-02
Michels Family Financial, LLC
INCREASED
Shares16,507 from 16,210
Change+297 (+2%)
Value$538.6K (-$47.0K)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares16,355 from 16,355
Change0 (0%)
Value$533.7K (-$57.2K)
Filed 2026-10-22
Townsend Asset Management Corp
INCREASED
Shares16,294 from 16,292
Change+2 (+0%)
Value$531.7K (-$57.0K)
Filed 2026-10-29
BLB&B Advisors, LLC
DECREASED
Shares16,172 from 17,410
Change-1,238 (-7%)
Value$527.7K (-$101.3K)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
INCREASED
Shares16,150 from 16,137
Change+13 (+0%)
Value$527.0K (-$56.1K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares16,136 from 15,391
Change+745 (+5%)
Value$526.5K (-$29.5K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares16,005 from 15,804
Change+201 (+1%)
Value$522.3K (-$48.8K)
Filed 2026-10-08
Hardin Capital Partners, LLC
INCREASED
Shares15,979 from 15,968
Change+11 (+0%)
Value$521.4K (-$56.3K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares15,961 from 15,961
Change0 (0%)
Value$520.8K (-$55.9K)
Filed 2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED
Shares15,931 from 16,607
Change-676 (-4%)
Value$519.8K (-$80.2K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares15,852 from 15,853
Change-1 (0%)
Value$517.3K (-$55.5K)
Filed 2026-11-02
Principle Wealth Partners LLC
INCREASED
Shares15,800 from 15,477
Change+323 (+2%)
Value$515.6K (-$43.6K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares15,767 from 16,711
Change-944 (-6%)
Value$514.5K (-$89.3K)
Filed 2026-10-30
Tranquility Partners, LLC
DECREASED
Shares15,755 from 15,787
Change-32 (0%)
Value$514.1K (-$56.3K)
Filed 2026-10-20
Cynosure Group, LLC
DECREASED
Shares15,640 from 16,252
Change-612 (-4%)
Value$510.3K (-$76.9K)
Filed 2026-11-03
Mirador Capital Partners LP
DECREASED
Shares15,405 from 15,715
Change-310 (-2%)
Value$502.7K (-$65.1K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
DECREASED
Shares15,258 from 15,260
Change-2 (0%)
Value$497.9K (-$53.5K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$496.0K (-$53.2K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
DECREASED
Shares15,187 from 47,687
Change-32,500 (-68%)
Value$495.6K (-$1.2M)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares15,061
Change+15,061
Value$491.4K
Filed 2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED
Shares15,024 from 15,024
Change0 (0%)
Value$490.2K (-$52.6K)
Filed 2026-10-27
Curtis Advisory Group, LLC
DECREASED
Shares14,973 from 15,833
Change-860 (-5%)
Value$488.6K (-$83.5K)
Filed 2026-10-28
Integrity Investment Advisors, LLC
INCREASED
Shares14,913 from 14,894
Change+19 (+0%)
Value$486.6K (-$51.5K)
Filed 2026-11-03
Evermay Wealth Management LLC
DECREASED
Shares14,899 from 15,179
Change-280 (-2%)
Value$486.2K (-$62.3K)
Filed 2026-11-05
XXI Wealth, LLC
INCREASED
Shares14,680 from 14,598
Change+82 (+1%)
Value$479.0K (-$48.4K)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares14,560 from 14,557
Change+3 (+0%)
Value$475.1K (-$50.9K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
UNCHANGED
Shares14,548 from 14,548
Change0 (0%)
Value$474.7K (-$50.9K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares14,533 from 18,221
Change-3,688 (-20%)
Value$474.2K (-$184.1K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
INCREASED
Shares14,521 from 14,148
Change+373 (+3%)
Value$474 (-$510.5K)
Filed 2026-10-20
Clarity Capital Advisors, LLC
INCREASED
Shares14,288 from 14,245
Change+43 (+0%)
Value$466.2K (-$48.4K)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares14,219 from 20,307
Change-6,088 (-30%)
Value$464.0K (-$269.7K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
DECREASED
Shares14,135 from 14,170
Change-35 (0%)
Value$461.2K (-$21.2K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
NEW
Shares14,125
Change+14,125
Value$460.9K
Filed 2026-11-02
Bigelow Investment Advisors, LLC
DECREASED
Shares14,054 from 14,874
Change-820 (-6%)
Value$458.6K (-$78.8K)
Filed 2026-10-13
Seven Mile Advisory
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$456.8K (-$49.0K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares13,975 from 13,136
Change+839 (+6%)
Value$456.0K (-$18.6K)
Filed 2026-10-13
Sierra Summit Advisors LLC
UNCHANGED
Shares13,815 from 13,815
Change0 (0%)
Value$450.8K (-$48.4K)
Filed 2026-10-28
Investment Research Partners LLC
INCREASED
Shares13,808 from 13,554
Change+254 (+2%)
Value$450.6K (-$39.2K)
Filed 2026-10-19
Avail Investment Partners, LLC
INCREASED
Shares13,788 from 13,537
Change+251 (+2%)
Value$449.9K (-$39.2K)
Filed 2026-10-16
Evensky & Katz LLC
DECREASED
Shares13,718 from 14,772
Change-1,054 (-7%)
Value$448 (-$533.6K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED
Shares13,714 from 14,806
Change-1,092 (-7%)
Value$447.5K (-$87.5K)
Filed 2026-11-02
Blueprint Investment Partners LLC
DECREASED
Shares13,679 from 27,294
Change-13,615 (-50%)
Value$446.3K (-$539.8K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares13,679 from 27,294
Change-13,615 (-50%)
Value$446.3K (-$539.8K)
Filed 2026-10-28
Daytona Street Capital LLC
UNCHANGED
Shares13,463 from 13,463
Change0 (0%)
Value$447.6K (-$22.3K)
Filed 2026-10-15
Glaxis Capital Management, LLC
UNCHANGED
Shares13,440 from 13,440
Change0 (0%)
Value$438.5K (-$47.0K)
Filed 2026-11-02
Pathway Financial Advisors LLC
UNCHANGED
Shares13,427 from 13,427
Change0 (0%)
Value$438.1K (-$30.7K)
Filed 2026-10-07
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares13,328 from 13,328
Change0 (0%)
Value$434.9K (-$46.7K)
Filed 2026-10-05
Lynx Investment Advisory
DECREASED
Shares13,307 from 19,175
Change-5,868 (-31%)
Value$434.2K (-$258.6K)
Filed 2026-10-27
Asset Advisory Group, Inc.
DECREASED
Shares13,292 from 13,430
Change-138 (-1%)
Value$433.7K (-$51.5K)
Filed 2026-10-20
KCM Investment Advisors LLC
INCREASED
Shares13,100 from 12,202
Change+898 (+7%)
Value$427.5K (-$13.4K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares12,964 from 12,964
Change0 (0%)
Value$423 (-$45)
Filed 2026-10-27
Cooke Wealth Management, LLC
DECREASED
Shares12,914 from 12,976
Change-62 (0%)
Value$421.4K (-$47.4K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares12,882 from 12,868
Change+14 (+0%)
Value$420.3K (-$44.6K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares12,839 from 65,341
Change-52,502 (-80%)
Value$418.9K (-$1.9M)
Filed 2026-10-21
Stordahl Capital Management, Inc.
UNCHANGED
Shares12,822 from 12,822
Change0 (0%)
Value$418.4K (-$44.9K)
Filed 2026-10-22
Sendero Wealth Management, LLC
DECREASED
Shares12,800 from 12,814
Change-14 (0%)
Value$417.7K (-$45.3K)
Filed 2026-10-14
Signature Resources Capital Management, LLC
INCREASED
Shares12,738 from 12,400
Change+338 (+3%)
Value$415.6K (-$32.4K)
Filed 2026-10-16
Stewardship Concepts Financial Services LLC
DECREASED
Shares12,712 from 12,875
Change-163 (-1%)
Value$414.8K (-$50.4K)
Filed 2026-10-06
Impact Capital Partners LLC
INCREASED
Shares12,543 from 12,505
Change+38 (+0%)
Value$409.3K (-$42.5K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares12,417 from 9,903
Change+2,514 (+25%)
Value$405.2K (+$47.4K)
Filed 2026-11-04
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares12,376 from 12,376
Change0 (0%)
Value$403.8K (-$43.3K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares12,329 from 11,748
Change+581 (+5%)
Value$402.3K (-$22.1K)
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares12,327 from 12,286
Change+41 (+0%)
Value$402.2K (-$41.7K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares12,259 from 9,309
Change+2,950 (+32%)
Value$400.0K (+$63.7K)
Filed 2026-10-19
Forum Financial Management, LP
INCREASED
Shares12,212 from 12,201
Change+11 (+0%)
Value$398.5K (-$42.3K)
Filed 2026-10-16
Granite Investment Partners, LLC
UNCHANGED
Shares12,067 from 12,067
Change0 (0%)
Value$393.7K (-$42.2K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
DECREASED
Shares12,064 from 12,515
Change-451 (-4%)
Value$393.6K (-$58.5K)
Filed 2026-10-13
Columbia Advisory Partners LLC
INCREASED
Shares12,059 from 11,232
Change+827 (+7%)
Value$393.5K (-$12.3K)
Filed 2026-10-15
ETF Store, Inc.
DECREASED
Shares11,906 from 12,415
Change-509 (-4%)
Value$388.5K (-$60.0K)
Filed 2026-10-19
Fagan Associates, Inc.
UNCHANGED
Shares11,856 from 11,856
Change0 (0%)
Value$386.9K (-$41.5K)
Filed 2026-10-13
MBE Wealth Management, LLC
INCREASED
Shares11,817 from 9,848
Change+1,969 (+20%)
Value$385.6K (+$29.8K)
Filed 2026-10-26
J2 Capital Management Inc
UNCHANGED
Shares11,724 from 11,724
Change0 (0%)
Value$382.6K (-$41.0K)
Filed 2026-10-19
Stewardship Advisors, LLC
DECREASED
Shares11,585 from 16,501
Change-4,916 (-30%)
Value$378.0K (-$218.2K)
Filed 2026-10-20
William Howard & Co Financial Advisors Inc
INCREASED
Shares11,582 from 11,547
Change+35 (+0%)
Value$377.9K (-$39.3K)
Filed 2026-11-04
Kelleher Financial Advisors
INCREASED
Shares11,550 from 7,044
Change+4,506 (+64%)
Value$376.9K (+$122.4K)
Filed 2026-10-30
Sapient Capital LLC
UNCHANGED
Shares11,535 from 11,535
Change0 (0%)
Value$376.4K (-$40.4K)
Filed 2026-10-08
StoneX Group Inc.
NEW
Shares11,277
Change+11,277
Value$368.2K
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares11,206 from 11,203
Change+3 (+0%)
Value$367.2K (-$37.6K)
Filed 2026-11-03
RMR Wealth Builders
INCREASED
Shares11,153 from 11,055
Change+98 (+1%)
Value$363.9K (-$35.5K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares11,117 from 11,688
Change-571 (-5%)
Value$362.8K (-$59.5K)
Filed 2026-10-28
D.B. Root & Company, LLC
DECREASED
Shares11,039 from 11,718
Change-679 (-6%)
Value$360.2K (-$63.2K)
Filed 2026-11-04
Peak Financial Management, Inc.
DECREASED
Shares11,033 from 11,533
Change-500 (-4%)
Value$360.0K (-$56.7K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares11,007 from 10,608
Change+399 (+4%)
Value$359.2K (-$24.1K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares10,850 from 8,534
Change+2,316 (+27%)
Value$347.1K (+$38.8K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares10,803 from 10,801
Change+2 (+0%)
Value$352.8K (-$25.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
DECREASED
Shares10,749 from 11,662
Change-913 (-8%)
Value$350.7K (-$70.6K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,744 from 11,451
Change-707 (-6%)
Value$350.6K (-$63.1K)
Filed 2026-10-08
Three Magnolias Financial Advisors, LLC
INCREASED
Shares10,730 from 10,726
Change+4 (+0%)
Value$350.1K (-$37.4K)
Filed 2026-10-14
RBA Wealth Management, LLC
INCREASED
Shares10,672 from 10,669
Change+3 (+0%)
Value$348.2K (-$37.2K)
Filed 2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares10,627 from 10,594
Change+33 (+0%)
Value$346.8K (-$36.0K)
Filed 2026-10-19
Birchbrook, Inc.
UNCHANGED
Shares10,520 from 10,520
Change0 (0%)
Value$343.3K (-$36.8K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED
Shares10,505 from 14,863
Change-4,358 (-29%)
Value$342.8K (-$194.2K)
Filed 2026-10-14
Finer Wealth Management, Inc.
DECREASED
Shares10,390 from 13,370
Change-2,980 (-22%)
Value$339.0K (-$144.0K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares10,313 from 9,785
Change+528 (+5%)
Value$336.5K (-$17.0K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares10,294 from 10,543
Change-249 (-2%)
Value$335.9K (-$45.0K)
Filed 2026-10-14
Sage Investment Advisers LLC
DECREASED
Shares10,101 from 11,589
Change-1,488 (-13%)
Value$329.6K (-$89.1K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares10,044 from 9,858
Change+186 (+2%)
Value$327.7K (-$28.4K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
INCREASED
Shares10,018 from 9,992
Change+26 (+0%)
Value$326.9K (-$12.1K)
Filed 2026-10-20
Sawgrass Asset Management LLC
INCREASED
Shares9,926 from 9,351
Change+575 (+6%)
Value$323.9K (-$14.0K)
Filed 2026-11-03
Robbins Farley
INCREASED
Shares9,807 from 9,675
Change+132 (+1%)
Value$320.0K (-$29.6K)
Filed 2026-10-21
Financial Management Network Inc
INCREASED
Shares9,793 from 9,765
Change+28 (+0%)
Value$323.7K (-$8.8K)
Filed 2026-10-09
Cross Staff Investments Inc
INCREASED
Shares9,776 from 9,775
Change+1 (+0%)
Value$319.0K (-$34.2K)
Filed 2026-10-22
GW Henssler & Associates LTD
NEW
Shares9,745
Change+9,745
Value$318.0K
Filed 2026-10-26
Capital Advantage, Inc.
INCREASED
Shares9,734 from 9,588
Change+146 (+2%)
Value$317.6K (-$28.8K)
Filed 2026-10-14
Builder Investment Group Inc
UNCHANGED
Shares9,687 from 9,687
Change0 (0%)
Value$316.1K (-$33.9K)
Filed 2026-10-22
Selective Wealth Management, Inc.
DECREASED
Shares9,633 from 9,663
Change-30 (0%)
Value$313.0K (-$16.0K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
DECREASED
Shares9,375 from 9,380
Change-5 (0%)
Value$305.9K (-$33.0K)
Filed 2026-10-27
Wedgewood Investors Inc
UNCHANGED
Shares9,344 from 9,344
Change0 (0%)
Value$304.9K (-$32.7K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares9,326 from 10,053
Change-727 (-7%)
Value$304.3K (-$58.9K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
DECREASED
Shares9,264 from 9,716
Change-452 (-5%)
Value$302.3K (-$48.8K)
Filed 2026-10-21
Veery Capital, LLC
INCREASED
Shares9,177 from 9,158
Change+19 (+0%)
Value$299.5K (-$31.4K)
Filed 2026-10-07
Emergent Wealth Advisors, LLC
DECREASED
Shares9,144 from 9,165
Change-21 (0%)
Value$298.4K (-$30.5K)
Filed 2026-10-09
Palisade Asset Management, LLC
UNCHANGED
Shares9,140 from 9,140
Change0 (0%)
Value$298.2K (-$32.0K)
Filed 2026-11-03
Flagship Capital Management Inc.
DECREASED
Shares9,131 from 9,415
Change-284 (-3%)
Value$298.0K (-$42.2K)
Filed 2026-10-20
Flower City Capital
UNCHANGED
Shares9,113 from 9,113
Change0 (0%)
Value$297.4K (-$31.9K)
Filed 2026-10-15
Obermeyer Wealth Partners
INCREASED
Shares9,108 from 8,960
Change+148 (+2%)
Value$297.2K (-$26.5K)
Filed 2026-10-21
Wrenne Financial Planning LLC
DECREASED
Shares9,105 from 9,107
Change-2 (0%)
Value$297.1K (-$31.9K)
Filed 2026-10-30
Johnson Financial Group, LLC
DECREASED
Shares9,098 from 9,177
Change-79 (-1%)
Value$296.9K (-$34.7K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares8,948 from 10,490
Change-1,542 (-15%)
Value$292.0K (-$87.0K)
Filed 2026-10-30
Cathy Pareto & Associates, Inc
INCREASED
Shares8,940 from 8,921
Change+19 (+0%)
Value$291.7K (-$30.6K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
DECREASED
Shares8,922 from 9,683
Change-761 (-8%)
Value$291.1K (-$58.7K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
NEW
Shares8,861
Change+8,861
Value$289.1K
Filed 2026-10-29
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares8,850 from 8,850
Change0 (0%)
Value$288.8K (-$31.0K)
Filed 2026-10-14
High Probability Advisors, LLC
UNCHANGED
Shares8,840 from 8,840
Change0 (0%)
Value$288.5K (-$30.9K)
Filed 2026-10-19
Capital Investment Counsel, LLC
DECREASED
Shares8,819 from 8,850
Change-31 (0%)
Value$287.8K (-$32.0K)
Filed 2026-10-14
25 LLC
INCREASED
Shares8,801 from 8,660
Change+141 (+2%)
Value$287.2K (-$25.7K)
Filed 2026-10-13
Legacy Private Trust Co.
UNCHANGED
Shares8,798 from 8,798
Change0 (0%)
Value$287.1K (-$30.8K)
Filed 2026-10-06
Private Management Group Inc
INCREASED
Shares8,793 from 7,922
Change+871 (+11%)
Value$286.9K (+$694)
Filed 2026-11-04
Triton Wealth Management, Pllc
INCREASED
Shares8,790 from 8,787
Change+3 (+0%)
Value$293.2K (-$8.3K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW
Shares8,642
Change+8,642
Value$282.0K
Filed 2026-10-29
Cascade Investment Advisors, Inc.
UNCHANGED
Shares8,618 from 8,618
Change0 (0%)
Value$281.2K (-$30.2K)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares8,601 from 8,575
Change+26 (+0%)
Value$280.7K (-$29.2K)
Filed 2026-10-14
Bestgate Wealth Advisors, LLC
NEW
Shares8,579
Change+8,579
Value$279.9K
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares8,576 from 8,557
Change+19 (+0%)
Value$279.8K (-$29.3K)
Filed 2026-10-14
Lincoln Capital Corp
UNCHANGED
Shares8,485 from 8,485
Change0 (0%)
Value$276.9K (-$29.7K)
Filed 2026-10-13
Highland Capital Management, LLC
UNCHANGED
Shares8,485 from 8,485
Change0 (0%)
Value$276.9K (-$29.7K)
Filed 2026-10-26
South Shore Capital Advisors
INCREASED
Shares8,481 from 8,335
Change+146 (+2%)
Value$276.7K (-$24.4K)
Filed 2026-10-20
Highline Wealth Partners LLC
DECREASED
Shares8,445 from 8,701
Change-256 (-3%)
Value$275.6K (-$38.8K)
Filed 2026-10-19
Legacy Financial Group, Inc.
NEW
Shares8,427
Change+8,427
Value$275.0K
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares8,410
Change+8,410
Value$274.4K
Filed 2026-10-05
Simon Quick Advisors, LLC
INCREASED
Shares8,405 from 8,381
Change+24 (+0%)
Value$274.3K (-$28.6K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,344 from 5,692
Change+2,652 (+47%)
Value$272.2K (+$66.6K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares8,311 from 8,311
Change0 (0%)
Value$271.2K (-$29.1K)
Filed 2026-10-06
Robinswood Financial LLC
INCREASED
Shares8,240 from 8,239
Change+1 (+0%)
Value$264.3K (-$33.4K)
Filed 2026-10-20
Pacific Park Financial, Inc.
DECREASED
Shares8,227 from 11,685
Change-3,458 (-30%)
Value$268.4K (-$153.7K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares8,184 from 7,052
Change+1,132 (+16%)
Value$267.0K (+$12.3K)
Filed 2026-10-29
Private Client Services, LLC
INCREASED
Shares8,155 from 8,134
Change+21 (+0%)
Value$266.1K (-$27.8K)
Filed 2026-10-02
Biltmore Family Office, LLC
UNCHANGED
Shares8,148 from 8,148
Change0 (0%)
Value$265.9K (-$28.5K)
Filed 2026-11-03
Mitchell Capital Management Co
INCREASED
Shares8,122 from 7,775
Change+347 (+4%)
Value$265.0K (-$15.9K)
Filed 2026-10-29
Compass Ion Advisors, LLC
UNCHANGED
Shares8,114 from 8,114
Change0 (0%)
Value$264.8K (-$28.4K)
Filed 2026-10-23
Nottingham Advisors, Inc.
UNCHANGED
Shares8,067 from 8,067
Change0 (0%)
Value$264.4K (-$8.9K)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares8,065 from 336
Change+7,729 (+2300%)
Value$263.2K (+$251.0K)
Filed 2026-11-03
Fusion Capital, LLC
DECREASED
Shares8,063 from 8,640
Change-577 (-7%)
Value$263.1K (-$49.1K)
Filed 2026-10-28
Fairway Wealth LLC
INCREASED
Shares8,050 from 8,042
Change+8 (+0%)
Value$262.7K (-$27.9K)
Filed 2026-10-30
Breakwater Investment Management
INCREASED
Shares8,046 from 386
Change+7,660 (+1984%)
Value$262.5K (+$248.6K)
Filed 2026-10-20
Golden Bell Financial Planning LLC
UNCHANGED
Shares8,045 from 8,045
Change0 (0%)
Value$262.5K (-$28.2K)
Filed 2026-11-02
Fairway Financial, LLC
DECREASED
Shares7,986 from 17,945
Change-9,959 (-55%)
Value$260.6K (-$387.8K)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares7,959 from 7,677
Change+282 (+4%)
Value$259.7K (-$17.7K)
Filed 2026-10-27
Ethic Inc.
NEW
Shares7,954
Change+7,954
Value$259.5K
Filed 2026-11-03
Heirloom Wealth Management
UNCHANGED
Shares7,927 from 7,927
Change0 (0%)
Value$258.6K (-$27.7K)
Filed 2026-10-14
Grey Ledge Advisors, LLC
INCREASED
Shares7,924 from 7,884
Change+40 (+1%)
Value$258.6K (-$26.3K)
Filed 2026-11-02
Certuity, LLC
NEW
Shares7,884
Change+7,884
Value$257.2K
Filed 2026-11-02
Keybank National Association
DECREASED
Shares7,884 from 8,152
Change-268 (-3%)
Value$257.3K (-$37.3K)
Filed 2026-11-04
Continuum Wealth Advisors, LLC
DECREASED
Shares7,764 from 18,064
Change-10,300 (-57%)
Value$253.3K (-$399.3K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares7,727
Change+7,727
Value$252
Filed 2026-11-03
ADE, LLC
UNCHANGED
Shares7,715 from 7,715
Change0 (0%)
Value$251.7K (-$27.0K)
Filed 2026-10-29
Westco Advisory Services Inc
UNCHANGED
Shares7,667 from 7,667
Change0 (0%)
Value$250.2K (-$26.8K)
Filed 2026-10-14
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares7,646 from 7,646
Change0 (0%)
Value$249.5K (-$26.8K)
Filed 2026-10-19
Investment Planning Advisors, Inc.
UNCHANGED
Shares7,637 from 7,637
Change0 (0%)
Value$249.2K (-$26.7K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares7,591 from 7,591
Change0 (0%)
Value$247.7K (-$26.6K)
Filed 2026-10-26
Unify Financial Advisors
UNCHANGED
Shares7,561 from 7,561
Change0 (0%)
Value$246.7K (-$26.5K)
Filed 2026-11-03
Buska Wealth Management, LLC
DECREASED
Shares7,555 from 23,153
Change-15,598 (-67%)
Value$246.5K (-$590.0K)
Filed 2026-10-08
Essex Bank
UNCHANGED
Shares7,544 from 7,544
Change0 (0%)
Value$246.2K (-$26.4K)
Filed 2026-10-16
Appalachian Capital Management Ltd
INCREASED
Shares7,527 from 7,504
Change+23 (+0%)
Value$245.6K (-$25.5K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares7,512 from 7,508
Change+4 (+0%)
Value$245.1K (-$26.1K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares7,460 from 7,884
Change-424 (-5%)
Value$243.4K (-$41.4K)
Filed 2026-10-23
One Advisory Partners, LLC
UNCHANGED
Shares7,414 from 7,414
Change0 (0%)
Value$241.9K (-$26.0K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
UNCHANGED
Shares7,411 from 7,411
Change0 (0%)
Value$241.8K (-$25.9K)
Filed 2026-10-21
Total Investment Management Inc
INCREASED
Shares7,329 from 7,316
Change+13 (+0%)
Value$239.2K (-$6.4K)
Filed 2026-10-22
PTM Wealth Management, LLC
INCREASED
Shares7,285 from 7,263
Change+22 (+0%)
Value$241.1K (-$5.3K)
Filed 2026-10-23
Guardian Wealth Advisors, LLC
INCREASED
Shares7,283 from 7,265
Change+18 (+0%)
Value$240.6K (-$21.9K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
NEW
Shares7,189
Change+7,189
Value$234.9K
Filed 2026-10-30
Grey Fox Wealth Advisors, LLC
INCREASED
Shares7,149 from 6,050
Change+1,099 (+18%)
Value$233.3K (+$14.7K)
Filed 2026-11-03
Diversified Portfolios, Inc.
UNCHANGED
Shares7,132 from 7,132
Change0 (0%)
Value$232.7K (-$25.0K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares7,099 from 7,231
Change-132 (-2%)
Value$231.7K (-$29.6K)
Filed 2026-10-27
New England Private Wealth Advisors LLC
INCREASED
Shares7,085 from 7,083
Change+2 (+0%)
Value$231.2K (-$9.1K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
NEW
Shares6,970
Change+6,970
Value$227.4K
Filed 2026-10-15
Client 1ST Advisory Group, LLC
DECREASED
Shares6,950 from 8,878
Change-1,928 (-22%)
Value$226.8K (-$94.0K)
Filed 2026-10-19
Radnor Capital Management, LLC
UNCHANGED
Shares6,712 from 6,712
Change0 (0%)
Value$219.0K (-$23.5K)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares6,658 from 6,658
Change0 (0%)
Value$217.3K (-$23.3K)
Filed 2026-10-08
Financial Futures Ltd Liability Co.
UNCHANGED
Shares6,535 from 6,535
Change0 (0%)
Value$213.2K (-$22.9K)
Filed 2026-10-13
Skyline Advisors, Inc.
INCREASED
Shares6,534 from 6,527
Change+7 (+0%)
Value$213.2K (-$22.6K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
INCREASED
Shares6,505 from 6,501
Change+4 (+0%)
Value$212.2K (-$22.6K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
UNCHANGED
Shares6,489 from 6,489
Change0 (0%)
Value$211.7K (-$22.7K)
Filed 2026-10-21
Carmel Capital Management L.L.C.
UNCHANGED
Shares6,456 from 6,456
Change0 (0%)
Value$210.7K (-$22.6K)
Filed 2026-10-30
RAM Investment Partners, LLC
NEW
Shares6,455
Change+6,455
Value$210.6K
Filed 2026-10-21
Chapin Davis, Inc.
INCREASED
Shares6,440 from 5,728
Change+712 (+12%)
Value$210.1K (+$3.2K)
Filed 2026-10-09
Grant Private Wealth Management Inc
DECREASED
Shares6,400 from 7,200
Change-800 (-11%)
Value$208.8K (-$51.3K)
Filed 2026-10-19
Financial Advisory Corp
INCREASED
Shares6,347 from 6,339
Change+8 (+0%)
Value$207.1K (-$21.9K)
Filed 2026-10-14
Richardson Capital Management LLC
INCREASED
Shares6,341 from 6,297
Change+44 (+1%)
Value$206.9K (-$20.6K)
Filed 2026-10-23
Mainsail Financial Group, LLC
UNCHANGED
Shares6,264 from 6,264
Change0 (0%)
Value$204.4K (-$21.9K)
Filed 2026-10-23
Squire Investment Management Company, LLC
DECREASED
Shares6,246 from 7,250
Change-1,004 (-14%)
Value$203.8K (-$58.1K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
DECREASED
Shares6,229 from 6,287
Change-58 (-1%)
Value$208.8K (-$18.4K)
Filed 2026-11-02
Uptick Partners, LLC
DECREASED
Shares6,228 from 6,270
Change-42 (-1%)
Value$203.2K (-$23.3K)
Filed 2026-11-04
Verdence Capital Advisors LLC
NEW
Shares6,218
Change+6,218
Value$202.9K
Filed 2026-10-26
Forza Wealth Management, LLC
UNCHANGED
Shares6,197 from 6,197
Change0 (0%)
Value$202.2K (-$21.7K)
Filed 2026-10-20
BXM Wealth LLC
UNCHANGED
Shares6,183 from 6,183
Change0 (0%)
Value$201.8K (-$21.6K)
Filed 2026-11-03
Core Wealth Partners LLC
INCREASED
Shares6,151 from 5,641
Change+510 (+9%)
Value$200.7K (-$3.1K)
Filed 2026-11-02
Financial Planning Navigators Corp
DECREASED
Shares6,142 from 6,303
Change-161 (-3%)
Value$200.4K (-$27.3K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$200.4K (-$21.5K)
Filed 2026-10-16
TME Financial, Inc.
DECREASED
Shares6,132 from 6,167
Change-35 (-1%)
Value$200.1K (-$22.7K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$199.4K (-$21.4K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares5,856 from 7,566
Change-1,710 (-23%)
Value$191.1K (-$82.3K)
Filed 2026-10-27
Burk Holdings LLC
DECREASED
Shares5,641 from 5,650
Change-9 (0%)
Value$184.1K (-$20.1K)
Filed 2026-11-05
Advantage Trust Co
UNCHANGED
Shares5,620 from 5,620
Change0 (0%)
Value$183.4K (-$19.7K)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares5,529 from 4,617
Change+912 (+20%)
Value$180 (-$165.8K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares5,421 from 5,421
Change0 (0%)
Value$176.9K (-$19.0K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares5,182 from 5,166
Change+16 (+0%)
Value$169.1K (-$17.6K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$168.7K (-$18.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares5,117 from 5,804
Change-687 (-12%)
Value$167.0K (-$42.7K)
Filed 2026-10-21
DecisionPoint Financial, LLC
UNCHANGED
Shares5,037 from 5,037
Change0 (0%)
Value$165.1K (-$14.4K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$163.2K (-$17.5K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$162.6K (-$17.4K)
Filed 2026-10-07
Thompson Investment Management, Inc.
UNCHANGED
Shares4,844 from 4,844
Change0 (0%)
Value$158.1K (-$17.0K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares4,833 from 2,318
Change+2,515 (+109%)
Value$157.7K (+$74.0K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,780 from 4,780
Change0 (0%)
Value$156.0K (-$16.7K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares4,530 from 4,530
Change0 (0%)
Value$147.8K (-$15.9K)
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares4,520 from 4,518
Change+2 (+0%)
Value$147.5K (-$15.7K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$139.9K (-$15.0K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$138.6K (-$14.9K)
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares4,173 from 4,173
Change0 (0%)
Value$136.2K (-$14.6K)
Filed 2026-10-06
Balance Wealth Partners LLC
NEW
Shares3,926
Change+3,926
Value$128.1K
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares3,827 from 3,827
Change0 (0%)
Value$124.9K (-$13.4K)
Filed 2026-10-30
Bokf, NA
INCREASED
Shares3,524 from 24
Change+3,500 (+14583%)
Value$115.0K (+$114.1K)
Filed 2026-10-27
NBZ Investment Advisors LLC
UNCHANGED
Shares3,368 from 3,368
Change0 (0%)
Value$109.9K (-$11.8K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,292 from 3,292
Change0 (0%)
Value$107.4K (-$11.5K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares3,267 from 3,257
Change+10 (+0%)
Value$106.6K (-$11.1K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares3,153
Change+3,153
Value$102.8K
Filed 2026-10-13
Kozak & Associates, Inc.
INCREASED
Shares3,118 from 3,109
Change+9 (+0%)
Value$103.4K (-$7.3K)
Filed 2026-10-29
Fairman Group, LLC
INCREASED
Shares3,002 from 2,999
Change+3 (+0%)
Value$97.9K (-$10.4K)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$96.3K (-$10.3K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$91.2K (-$9.8K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
INCREASED
Shares2,773 from 2,398
Change+375 (+16%)
Value$90.5K (+$3.8K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$89.1K (-$9.6K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares2,721 from 2,606
Change+115 (+4%)
Value$88.8K (-$5.4K)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$87.5K (-$9.4K)
Filed 2026-10-02
Barrett & Company, Inc.
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$86.9K (-$9.3K)
Filed 2026-10-22
Pflug Koory, LLC
INCREASED
Shares2,658 from 2,654
Change+4 (+0%)
Value$86.7K (-$9.2K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares2,508 from 2,508
Change0 (0%)
Value$81.8K (-$8.8K)
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
NEW
Shares2,418
Change+2,418
Value$78.9K
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$78.8K (-$8.5K)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$75.8K (-$8.1K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares2,305
Change+2,305
Value$75.2K
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares2,285 from 2,284
Change+1 (+0%)
Value$74.5K (-$8.0K)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares2,232 from 2,232
Change0 (0%)
Value$72.8K (-$7.8K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares2,199 from 2,192
Change+7 (+0%)
Value$71.7K (-$7.5K)
Filed 2026-10-23
Costello Asset Management, Inc
INCREASED
Shares2,187 from 2,186
Change+1 (+0%)
Value$71.4K (-$7.6K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares2,173 from 2,793
Change-620 (-22%)
Value$70.9K (-$30.0K)
Filed 2026-10-30
Frankly Finances, LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$70.7K (-$7.6K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,060 from 1,839
Change+221 (+12%)
Value$67.2K (+$774)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares2,049 from 410
Change+1,639 (+400%)
Value$66.8K (+$52.0K)
Filed 2026-10-09
Activest Wealth Management
INCREASED
Shares1,957 from 1,951
Change+6 (+0%)
Value$63.9K (-$6.6K)
Filed 2026-10-15
First Community Trust NA
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$61.5K (-$6.6K)
Filed 2026-10-07
Evolution Wealth Management Inc.
INCREASED
Shares1,866 from 738
Change+1,128 (+153%)
Value$60.9K (+$34.2K)
Filed 2026-10-28
Prudent Man Investment Management, Inc.
NEW
Shares1,761
Change+1,761
Value$57.5K
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$55.8K (-$6.0K)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares1,690 from 1,034
Change+656 (+63%)
Value$55.1K (+$17.8K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$54.7K (-$5.9K)
Filed 2026-10-23
Tompkins Financial Corp
INCREASED
Shares1,671 from 1,577
Change+94 (+6%)
Value$54.5K (-$2.5K)
Filed 2026-10-05
Aspect Partners, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$52.2K (-$5.6K)
Filed 2026-10-20
James T. Borello RIA
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$48.7K (-$5.2K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares1,449 from 2,654
Change-1,205 (-45%)
Value$47.3K (-$48.6K)
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$46.1K (-$4.9K)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$45.5K (-$4.9K)
Filed 2026-10-26
Adirondack Trust Co
DECREASED
Shares1,274 from 1,380
Change-106 (-8%)
Value$41.6K (-$8.3K)
Filed 2026-10-14
Morling Financial Advisors, LLC
INCREASED
Shares1,267 from 1,201
Change+66 (+6%)
Value$41.3K (-$2.1K)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares1,192
Change+1,192
Value$38.9K
Filed 2026-10-19
Markowski Investments
INCREASED
Shares1,172 from 936
Change+236 (+25%)
Value$38.2K (+$4.4K)
Filed 2026-10-30
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$38.3K (-$3.3K)
Filed 2026-10-20
Hoey Investments, Inc
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$37.8K (-$4.1K)
Filed 2026-10-29
Sima Wealth Partners, LLC
INCREASED
Shares1,145 from 1,129
Change+16 (+1%)
Value$37.4K (-$3.4K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares1,115 from 1,527
Change-412 (-27%)
Value$36.4K (-$18.8K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$34.7K (-$3.7K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$34.4K (-$3.7K)
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$33.4K (-$3.6K)
Filed 2026-10-21
Putney Financial Group LLC
NEW
Shares1,016
Change+1,016
Value$33.2K
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$32.6K (-$3.5K)
Filed 2026-10-20
Align Financial, LLC
INCREASED
Shares996 from 494
Change+502 (+102%)
Value$32.5K (+$14.7K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares958 from 1,022
Change-64 (-6%)
Value$31.3K (-$5.1K)
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$31.0K (-$3.5K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$29.9K (-$3.2K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$26.7K (-$2.9K)
Filed 2026-10-21
Keystone Financial Group, Inc.
INCREASED
Shares792 from 790
Change+2 (+0%)
Value$25.8K (-$2.7K)
Filed 2026-10-13
Maryland Capital Advisors Inc.
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$25.2K (-$2.7K)
Filed 2026-10-15
Roxbury Financial LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$25.1K (-$2.7K)
Filed 2026-10-01
Essential Investment Partners LLC
NEW
Shares748
Change+748
Value$24.4K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares743 from 734
Change+9 (+1%)
Value$24.2K (-$2.3K)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$21.2K (-$1.4K)
Filed 2026-10-09
High Note Wealth, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$20.6K (-$2.2K)
Filed 2026-10-27
Alpine Bank Wealth Management
NEW
Shares600
Change+600
Value$19.6K
Filed 2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$19.4K (-$2.1K)
Filed 2026-10-23
First Financial Corp
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$19.4K (-$2.1K)
Filed 2026-10-13
Godsey & Gibb, Inc
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$19.1K (-$2.0K)
Filed 2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$18.3K (-$2.0K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares532 from 531
Change+1 (+0%)
Value$17.4K (-$1.8K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares527 from 3,566
Change-3,039 (-85%)
Value$17.2K (-$111.6K)
Filed 2026-10-30
Jnba Financial Advisors
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$16.3K (-$1.8K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares469 from 468
Change+1 (+0%)
Value$15.3K (-$1.6K)
Filed 2026-10-14
Wagner Wealth Management, LLC
DECREASED
Shares423 from 432
Change-9 (-2%)
Value$13.8K (-$1.8K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares412
Change+412
Value$13.5K
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares396
Change+396
Value$12.9K
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares395 from 393
Change+2 (+1%)
Value$12.9K (-$1.3K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$12.5K (-$1.3K)
Filed 2026-10-15
Team Financial Group, LLC
NEW
Shares381
Change+381
Value$12.4K
Filed 2026-10-30
Whipplewood Advisors, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$12.0K (-$1.3K)
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$11.9K (-$1.3K)
Filed 2026-10-07
Horrell Capital Management, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$11.5K (-$1.2K)
Filed 2026-10-08
Creative Capital Management Investments LLC
INCREASED
Shares346 from 214
Change+132 (+62%)
Value$11.3K (+$3.6K)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$10.7K (-$1.1K)
Filed 2026-10-21
Eastern Bank
NEW
Shares319
Change+319
Value$10.4K
Filed 2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares314 from 53
Change+261 (+492%)
Value$10.4K (+$8.5K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares298 from 95
Change+203 (+214%)
Value$9.7K (+$6.3K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$9.1K (-$980)
Filed 2026-10-16
Maseco LLP
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$7.2K (-$785)
Filed 2026-10-27
Compass Wealth Management LLC
NEW
Shares212
Change+212
Value$6.9K
Filed 2026-10-22
Midwest Capital Advisors, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$6.9K (-$720)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$6.7K (-$692)
Filed 2026-11-03
CX Institutional
NEW
Shares200
Change+200
Value$7
Filed 2026-10-02
Independence Bank of Kentucky
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.5K (-$700)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.5K (-$700)
Filed 2026-10-01
Trust Co of Toledo NA
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$6.4K (-$686)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares184 from 7,621
Change-7,437 (-98%)
Value$6.0K (-$269.3K)
Filed 2026-10-26
Albion Financial Group
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$6.0K (-$629)
Filed 2026-10-21
Atmos Advisory, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$5.9K (-$634)
Filed 2026-10-06
Nemes Rush Group LLC
NEW
Shares177
Change+177
Value$5.8K
Filed 2026-11-04
Balentine LLC
NEW
Shares176
Change+176
Value$5.7K
Filed 2026-11-03
Nfsg Corp
NEW
Shares159
Change+159
Value$5.2K
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares156
Change+156
Value$5.1K
Filed 2026-10-29
Montgomery Financial Services LLC
NEW
Shares151
Change+151
Value$4.9K
Filed 2026-11-03
City State Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.9K (-$525)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.5K (-$479)
Filed 2026-10-16
Kingdom Financial Group Llc.
NEW
Shares119
Change+119
Value$3.9K
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$3.3K (-$346)
Filed 2026-10-15
EPG Wealth Management LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.1K (-$336)
Filed 2026-11-03
RHL Group, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$3.1K (-$319)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$2 (-$1)
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.3K (-$252)
Filed 2026-10-23
Beacon Financial Strategies Corp
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.0K (-$210)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
NEW
Shares58
Change+58
Value$1.9K
Filed 2026-10-20
Gen-Wealth Partners Inc
NEW
Shares52
Change+52
Value$1.7K
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.7K (-$182)
Filed 2026-10-06
Clayton Financial Group LLC
NEW
Shares48
Change+48
Value$1.6K
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$1.6K (-$161)
Filed 2026-10-20
Insight Inv LLC
INCREASED
Shares45 from 36
Change+9 (+25%)
Value$1.5K (+$162)
Filed 2026-10-27
Beacon Capital Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.3K (-$140)
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares34
Change+34
Value$1.1K
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$750 (-$81)
Filed 2026-10-30
Planning Strategies Inc.
DECREASED
Shares20 from 112
Change-92 (-82%)
Value$653 (-$3.4K)
Filed 2026-10-02
Eukles Asset Management
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$555 (-$59)
Filed 2026-11-04
Trust Co
INCREASED
Shares13 from 11
Change+2 (+18%)
Value$440 (+$43)
Filed 2026-10-09
Strategic Advocates LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$326 (-$39)
Filed 2026-11-03
POM Investment Strategies, LLC
NEW
Shares1
Change+1
Value$26
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
CLOSED
Shares0 from 116,340
Change-116,340 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 75,514
Change-75,514 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 36,034
Change-36,034 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Strategic Equity Management
CLOSED
Shares0 from 21,556
Change-21,556 (-100%)
Value$0 (-$778.8K)
Filed 2026-11-04
Worth Asset Management, LLC
CLOSED
Shares0 from 16,669
Change-16,669 (-100%)
Value$0 (-$602.2K)
Filed 2026-10-07
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 15,853
Change-15,853 (-100%)
Value$0 (-$572.8K)
Filed 2026-10-27
Boyum Wealth Architects LLC
CLOSED
Shares0 from 15,037
Change-15,037 (-100%)
Value$0 (-$516.1K)
Filed 2026-10-06
Capital Planning LLC
CLOSED
Shares0 from 13,261
Change-13,261 (-100%)
Value$0 (-$479.1K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 10,983
Change-10,983 (-100%)
Value$0 (-$396.8K)
Filed 2026-10-28
Breachway Investments LLC
CLOSED
Shares0 from 7,958
Change-7,958 (-100%)
Value$0 (-$287.5K)
Filed 2026-10-19
Associated Banc-Corp
CLOSED
Shares0 from 6,892
Change-6,892 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 6,723
Change-6,723 (-100%)
Value$0 (-$242.9K)
Filed 2026-11-05
Strategic Blueprint, LLC
CLOSED
Shares0 from 6,625
Change-6,625 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-22
Park Capital Management, LLC / WI
CLOSED
Shares0 from 6,618
Change-6,618 (-100%)
Value$0 (-$239.1K)
Filed 2026-10-13
Hartline Investment Corp/
CLOSED
Shares0 from 6,144
Change-6,144 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-29
Scratch Capital LLC
CLOSED
Shares0 from 6,118
Change-6,118 (-100%)
Value$0 (-$221.0K)
Filed 2026-11-02
Atlas Wealth Partners, LLC
CLOSED
Shares0 from 6,093
Change-6,093 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
CLOSED
Shares0 from 6,083
Change-6,083 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-16
Aerodigm Wealth, LLC
CLOSED
Shares0 from 6,041
Change-6,041 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-16
Mission Financial Group, LLC
CLOSED
Shares0 from 6,024
Change-6,024 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-21
Nilsine Partners, LLC
CLOSED
Shares0 from 5,981
Change-5,981 (-100%)
Value$0 (-$216.1K)
Filed 2026-11-02
Aull & Monroe Investment Management Corp
CLOSED
Shares0 from 5,977
Change-5,977 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-16
Livet Wealth, LLC
CLOSED
Shares0 from 5,952
Change-5,952 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-27
Taylor & Morgan Wealth Management, LLC
CLOSED
Shares0 from 5,939
Change-5,939 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-09
Greenspring Advisors, LLC
CLOSED
Shares0 from 5,928
Change-5,928 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-05
Independent Wealth Network Inc.
CLOSED
Shares0 from 5,927
Change-5,927 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-19
Soltis Investment Advisors LLC
CLOSED
Shares0 from 5,820
Change-5,820 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-28
Oppenheimer & Co Inc
CLOSED
Shares0 from 5,780
Change-5,780 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-26
WealthPLAN Partners, LLC
CLOSED
Shares0 from 5,682
Change-5,682 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-15
Grant Street Asset Management, Inc.
CLOSED
Shares0 from 5,680
Change-5,680 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 5,680
Change-5,680 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-16
Sachem Hill LLC
CLOSED
Shares0 from 5,552
Change-5,552 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
Bellecapital International Ltd.
CLOSED
Shares0 from 3,297
Change-3,297 (-100%)
Value$0 (-$119.1K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 3,022
Change-3,022 (-100%)
Value$0 (-$109.2K)
Filed 2026-10-29
Country Trust Bank
CLOSED
Shares0 from 2,195
Change-2,195 (-100%)
Value$0 (-$79.3K)
Filed 2026-10-30
Brooklyn FI, LLC
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$63.2K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$46.6K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-20
Tsfg, LLC
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-04
CrossGen Wealth, LLC
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-30
Midway Capital Research & Management
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-20
True Wealth Design, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-02
Decker Retirement Planning Inc.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-19
NorthAvenue LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$253)
Filed 2026-10-29
Blueline Advisors LLC
UNCHANGED
Shares0 from 0
Change0
Value$9 (-$1)
Filed 2026-10-15
Empower Advisory Group, LLC
N/A
Shares— from 37,697,754
Change-37,697,754 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,908,960
Change-13,908,960 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,753,548
Change-13,753,548 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,100,987
Change-6,100,987 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,171,149
Change-5,171,149 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,190,988
Change-4,190,988 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,000,364
Change-4,000,364 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,796,240
Change-3,796,240 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,288,410
Change-3,288,410 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,917,095
Change-2,917,095 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,640,354
Change-2,640,354 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,113,728
Change-2,113,728 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,090,236
Change-2,090,236 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,030,619
Change-2,030,619 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,900,593
Change-1,900,593 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,753,579
Change-1,753,579 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,675,695
Change-1,675,695 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,667,957
Change-1,667,957 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,621,568
Change-1,621,568 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,598,877
Change-1,598,877 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,329,913
Change-1,329,913 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,313,111
Change-1,313,111 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,142,727
Change-1,142,727 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,133,550
Change-1,133,550 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 997,223
Change-997,223 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 991,435
Change-991,435 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 942,364
Change-942,364 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 935,401
Change-935,401 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 874,953
Change-874,953 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 869,757
Change-869,757 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 830,684
Change-830,684 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 782,025
Change-782,025 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 776,769
Change-776,769 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 703,738
Change-703,738 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 702,414
Change-702,414 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 614,388
Change-614,388 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 605,509
Change-605,509 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 602,201
Change-602,201 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 600,008
Change-600,008 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 546,800
Change-546,800 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 538,864
Change-538,864 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 509,519
Change-509,519 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 502,628
Change-502,628 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 496,630
Change-496,630 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 486,058
Change-486,058 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 485,665
Change-485,665 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 479,778
Change-479,778 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 473,999
Change-473,999 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 465,595
Change-465,595 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 428,306
Change-428,306 (-100%)
Value—
FMR LLC
N/A
Shares— from 415,333
Change-415,333 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 410,907
Change-410,907 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 407,942
Change-407,942 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 405,312
Change-405,312 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 390,473
Change-390,473 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 382,496
Change-382,496 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 374,988
Change-374,988 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 361,238
Change-361,238 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 356,874
Change-356,874 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 351,492
Change-351,492 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 332,664
Change-332,664 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 324,106
Change-324,106 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 322,849
Change-322,849 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 321,123
Change-321,123 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 312,988
Change-312,988 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 303,985
Change-303,985 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 289,888
Change-289,888 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 287,497
Change-287,497 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 283,871
Change-283,871 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 278,772
Change-278,772 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 276,893
Change-276,893 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 275,290
Change-275,290 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 257,952
Change-257,952 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 255,494
Change-255,494 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 251,236
Change-251,236 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 251,074
Change-251,074 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 249,627
Change-249,627 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 249,377
Change-249,377 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 231,509
Change-231,509 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 229,429
Change-229,429 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 224,430
Change-224,430 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 221,529
Change-221,529 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 220,085
Change-220,085 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 213,700
Change-213,700 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 207,566
Change-207,566 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 205,455
Change-205,455 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 190,466
Change-190,466 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 188,888
Change-188,888 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 188,766
Change-188,766 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 188,308
Change-188,308 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 185,570
Change-185,570 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 185,116
Change-185,116 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 184,212
Change-184,212 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 181,800
Change-181,800 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 181,371
Change-181,371 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 178,805
Change-178,805 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 176,817
Change-176,817 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 173,869
Change-173,869 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 167,203
Change-167,203 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 164,031
Change-164,031 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 163,063
Change-163,063 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 160,552
Change-160,552 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 159,276
Change-159,276 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 154,468
Change-154,468 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 149,481
Change-149,481 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 148,937
Change-148,937 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 147,744
Change-147,744 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 140,723
Change-140,723 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 136,052
Change-136,052 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 129,475
Change-129,475 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 120,701
Change-120,701 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 119,969
Change-119,969 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 117,399
Change-117,399 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 117,347
Change-117,347 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 116,492
Change-116,492 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 114,596
Change-114,596 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 113,089
Change-113,089 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 111,652
Change-111,652 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 111,334
Change-111,334 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 110,006
Change-110,006 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 108,339
Change-108,339 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 107,520
Change-107,520 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 105,388
Change-105,388 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 105,005
Change-105,005 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 103,998
Change-103,998 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 103,747
Change-103,747 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 102,907
Change-102,907 (-100%)
Value—
Blair William & Co
N/A
Shares— from 101,437
Change-101,437 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 99,563
Change-99,563 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 99,361
Change-99,361 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 95,931
Change-95,931 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 95,573
Change-95,573 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 91,905
Change-91,905 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 90,195
Change-90,195 (-100%)
Value—
Centerpoint Advisors, LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 89,561
Change-89,561 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 89,337
Change-89,337 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 88,183
Change-88,183 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 86,396
Change-86,396 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 86,068
Change-86,068 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 85,752
Change-85,752 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 84,976
Change-84,976 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 84,579
Change-84,579 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 83,149
Change-83,149 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 80,834
Change-80,834 (-100%)
Value—
Aspen Investment Management Inc
N/A
Shares— from 80,443
Change-80,443 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 80,270
Change-80,270 (-100%)
Value—
Larson Financial Group LLC
N/A
Shares— from 80,237
Change-80,237 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 79,042
Change-79,042 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 77,093
Change-77,093 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 77,042
Change-77,042 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 76,927
Change-76,927 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 75,428
Change-75,428 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 75,428
Change-75,428 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 73,937
Change-73,937 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 72,854
Change-72,854 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 71,857
Change-71,857 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 71,066
Change-71,066 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 70,653
Change-70,653 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 69,656
Change-69,656 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 69,355
Change-69,355 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 67,863
Change-67,863 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 67,571
Change-67,571 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 67,453
Change-67,453 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 67,029
Change-67,029 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 66,056
Change-66,056 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 64,015
Change-64,015 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 63,801
Change-63,801 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 63,743
Change-63,743 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 63,722
Change-63,722 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 62,142
Change-62,142 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 60,291
Change-60,291 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 58,861
Change-58,861 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 58,797
Change-58,797 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 58,526
Change-58,526 (-100%)
Value—
Naples Global Advisors, LLC
N/A
Shares— from 58,338
Change-58,338 (-100%)
Value—
&partners
N/A
Shares— from 57,154
Change-57,154 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 57,126
Change-57,126 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 56,538
Change-56,538 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 55,458
Change-55,458 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 55,387
Change-55,387 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 53,784
Change-53,784 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 53,537
Change-53,537 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 52,705
Change-52,705 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 52,014
Change-52,014 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 51,616
Change-51,616 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 51,340
Change-51,340 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 51,303
Change-51,303 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 50,093
Change-50,093 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,060
Change-50,060 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 49,261
Change-49,261 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 48,972
Change-48,972 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 48,047
Change-48,047 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 47,423
Change-47,423 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 47,114
Change-47,114 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 46,574
Change-46,574 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 44,908
Change-44,908 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 44,588
Change-44,588 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 44,469
Change-44,469 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 44,124
Change-44,124 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 43,173
Change-43,173 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 42,900
Change-42,900 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 42,859
Change-42,859 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 42,333
Change-42,333 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 42,306
Change-42,306 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Nwam LLC
N/A
Shares— from 41,835
Change-41,835 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 41,234
Change-41,234 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 40,235
Change-40,235 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 39,836
Change-39,836 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 37,985
Change-37,985 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 37,744
Change-37,744 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 37,258
Change-37,258 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 36,301
Change-36,301 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 35,271
Change-35,271 (-100%)
Value—
Index Fund Advisors, Inc.
N/A
Shares— from 35,044
Change-35,044 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 34,603
Change-34,603 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 34,306
Change-34,306 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 34,029
Change-34,029 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 33,707
Change-33,707 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 31,194
Change-31,194 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 31,141
Change-31,141 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,579
Change-30,579 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 30,264
Change-30,264 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 30,139
Change-30,139 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 30,132
Change-30,132 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 29,866
Change-29,866 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 29,832
Change-29,832 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 29,684
Change-29,684 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 29,352
Change-29,352 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 29,144
Change-29,144 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 28,668
Change-28,668 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 27,814
Change-27,814 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 27,649
Change-27,649 (-100%)
Value—
Oarsman Capital, Inc.
N/A
Shares— from 27,470
Change-27,470 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 27,356
Change-27,356 (-100%)
Value—
Hendershot Investments Inc.
N/A
Shares— from 25,950
Change-25,950 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 25,071
Change-25,071 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 24,595
Change-24,595 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 24,471
Change-24,471 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,399
Change-24,399 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 23,979
Change-23,979 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 23,855
Change-23,855 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 23,833
Change-23,833 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,250
Change-23,250 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 22,988
Change-22,988 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 22,876
Change-22,876 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 22,788
Change-22,788 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 22,594
Change-22,594 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 22,295
Change-22,295 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 22,062
Change-22,062 (-100%)
Value—
Commerce Bank
N/A
Shares— from 21,802
Change-21,802 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,755
Change-21,755 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 21,668
Change-21,668 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 21,425
Change-21,425 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 20,988
Change-20,988 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 20,746
Change-20,746 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 20,638
Change-20,638 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,472
Change-20,472 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 20,343
Change-20,343 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 19,947
Change-19,947 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 19,879
Change-19,879 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 19,463
Change-19,463 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 19,127
Change-19,127 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 18,536
Change-18,536 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 18,535
Change-18,535 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 18,185
Change-18,185 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,791
Change-17,791 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 17,726
Change-17,726 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 17,427
Change-17,427 (-100%)
Value—
WBI Investments, LLC
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 17,240
Change-17,240 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 17,204
Change-17,204 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 17,193
Change-17,193 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 17,107
Change-17,107 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 16,410
Change-16,410 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 16,407
Change-16,407 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 16,199
Change-16,199 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,070
Change-16,070 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,979
Change-15,979 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 15,871
Change-15,871 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 15,866
Change-15,866 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,348
Change-15,348 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,240
Change-15,240 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,132
Change-15,132 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,056
Change-15,056 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,931
Change-14,931 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 14,749
Change-14,749 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 14,706
Change-14,706 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Ketron Financial
N/A
Shares— from 14,188
Change-14,188 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 14,001
Change-14,001 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 13,702
Change-13,702 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,606
Change-13,606 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 13,251
Change-13,251 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 12,953
Change-12,953 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 12,808
Change-12,808 (-100%)
Value—
Moneco Advisors, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Summitry LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 11,959
Change-11,959 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 11,842
Change-11,842 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,724
Change-11,724 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 11,282
Change-11,282 (-100%)
Value—
Check Capital Management Inc
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,188
Change-11,188 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 10,866
Change-10,866 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 10,659
Change-10,659 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,659
Change-10,659 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,573
Change-10,573 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 10,268
Change-10,268 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 9,551
Change-9,551 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,380
Change-9,380 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 9,332
Change-9,332 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 9,174
Change-9,174 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
FCA Corp
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8,997
Change-8,997 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
American Trust
N/A
Shares— from 8,897
Change-8,897 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,101
Change-8,101 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 7,877
Change-7,877 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 7,863
Change-7,863 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Thompson Siegel & Walmsley LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 7,097
Change-7,097 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,081
Change-7,081 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Confluence Wealth Services, Inc.
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Bayban
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Central Trust Co
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 808
Change-808 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 702
Change-702 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 667
Change-667 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 624
Change-624 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Motco
N/A
Shares— from 509
Change-509 (-100%)
Value—
Peachtree Investment Partners, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 355
Change-355 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 307
Change-307 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 130
Change-130 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 116
Change-116 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 94
Change-94 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 53
Change-53 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Acumen Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED5,790,4725,873,670-83,198-1%$212.2M$188.9M-$23.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED2,816,6172,788,801+27,816+1%$97.4M$92.0M-$5.4M2026-10-13
Steele Capital Management, Inc.
INCREASED2,285,5172,273,743+11,774+1%$82.2M$74.6M-$7.6M2026-11-02
Vantagepoint Investment Advisers LLC
DECREASED1,874,2222,027,244-153,022-8%$73.2M$61.2M-$12.1M2026-10-26
Sims Investment Management, LLC
INCREASED1,735,4101,734,453+957+0%$62.7M$56.6M-$6.0M2026-10-13
RMG Wealth Management LLC
INCREASED1,542,1871,502,429+39,758+3%$52.7M$50.2M-$2.5M2026-10-26
Gemmer Asset Management LLC
INCREASED1,529,2971,517,147+12,150+1%$54.8M$49.9M-$4.9M2026-10-16
Golden Reserve Retirement LLC
DECREASED1,521,9681,526,535-4,5670%$55.2M$49.7M-$5.5M2026-11-02
93 Financial Group, LLC
DECREASED1,507,2001,508,904-1,7040%$54.5M$49.2M-$5.3M2026-10-21
Kohmann Bosshard Financial Services, LLC
INCREASED1,456,8341,442,916+13,918+1%$52.1M$47.5M-$4.6M2026-11-04
CoreCap Advisors, LLC
DECREASED1,313,5051,656,885-343,380-21%$59.9M$42.9M-$17.0M2026-10-08
Mokosak Advisory Group, LLC
INCREASED1,195,3801,183,905+11,475+1%$42.8M$39.0M-$3.8M2026-10-20
Rainey & Randall Wealth Advisors Inc.
DECREASED1,176,6321,176,951-3190%$42.5M$38.4M-$4.1M2026-10-26
BlueSky Wealth Advisors, LLC
INCREASED1,119,6561,096,973+22,683+2%$39.6M$36.5M-$3.1M2026-10-29
Kestra Advisory Services, LLC
INCREASED1,027,2901,018,703+8,587+1%$36.8M$33.5M-$3.3M2026-11-02
Noble Family Wealth, LLC
INCREASED989,075988,541+534+0%$35.7M$32.3M-$3.4M2026-10-26
TruNorth Capital Management, LLC
INCREASED968,733947,282+21,451+2%$34.2M$31.6M-$2.6M2026-10-14
Exchange Traded Concepts, LLC
INCREASED957,735892,690+65,045+7%$32.3M$31.3M-$1.0M2026-10-28
Charles Schwab Trust Co
INCREASED938,873869,300+69,573+8%$31.4M$30.6M-$772.4K2026-10-15
Chicago Partners Investment Group LLC
INCREASED930,881860,517+70,364+8%$29.5M$30.3M+$800.2K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED905,779899,273+6,506+1%$32.5M$29.6M-$2.9M2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED904,879858,257+46,622+5%$31.0M$29.5M-$1.5M2026-10-14
Old National Bancorp
DECREASED837,950838,856-9060%$30.3M$27.3M-$3.0M2026-10-20
Fidelis iM, LLC
DECREASED780,516840,682-60,166-7%$30.4M$25.5M-$4.9M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED733,753786,628-52,875-7%$28.4M$23.9K-$28.4M2026-11-02
Legacy Wealth Management, LLC
DECREASED722,463732,766-10,303-1%$26.5M$23.6M-$2.9M2026-10-22
Sage Financial Group Inc
INCREASED718,146711,360+6,786+1%$25.7M$23.4M-$2.3M2026-10-27
Seneca Financial Advisors LLC
DECREASED705,835712,389-6,554-1%$25.7M$23.0M-$2.7M2026-10-28
White & Co Financial Planning Inc
DECREASED693,487707,188-13,701-2%$25.6M$20.2M-$5.4M2026-10-16
New York Life Investment Management LLC
DECREASED681,2711,694,799-1,013,528-60%$61.2M$22.2M-$39.0M2026-11-04
Plancorp, LLC
INCREASED669,057374,214+294,843+79%$12.8M$22.1M+$9.2M2026-11-03
Weaver Capital Management LLC
INCREASED647,076251,155+395,921+158%$7.3M$21.1M+$13.8M2026-10-15
Visionary Wealth Advisors
DECREASED633,848635,327-1,4790%$23.0M$20.7M-$2.3M2026-11-04
ZynergyRetirementPlanningLLC
INCREASED569,965565,809+4,156+1%$20.4M$18.6M-$1.8M2026-10-08
Matrix Trust Co
DECREASED553,199553,341-1420%$20.0K$18.1K-$1.9K2026-10-07
HB Wealth Management, LLC
INCREASED548,684292,233+256,451+88%$10.6M$17.9M+$7.3M2026-10-23
RKL Wealth Management LLC
DECREASED478,301480,896-2,595-1%$17.4M$15.6M-$1.8M2026-10-16
St. Louis Trust Co
UNCHANGED473,953473,95300%$3.3M$15.5M+$12.2M2026-11-03
Summit Financial Strategies, Inc.
DECREASED457,428634,987-177,559-28%$22.9M$14.9M-$8.0M2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED457,329479,299-21,970-5%$17.3M$14.9M-$2.4M2026-10-20
Bangor Savings Bank
DECREASED455,687517,818-62,131-12%$18.7M$14.9M-$3.8M2026-10-06
St. Johns Investment Management Company, LLC
INCREASED435,931432,684+3,247+1%$15.6M$14.2M-$1.4M2026-10-30
Missouri Trust & Investment Co
DECREASED434,925442,107-7,182-2%$14.8M$14.2M-$645.5K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED422,906414,348+8,558+2%$15.0M$13.8M-$1.2M2026-10-27
Appleton Partners Inc
INCREASED418,368418,124+244+0%$15.1M$13.7K-$15.1M2026-10-30
Lido Advisors, LLC
INCREASED418,253416,410+1,843+0%$15.0M$13.6M-$1.4M2026-11-04
Christensen, King & Associates Investment Services, Inc.
DECREASED404,724406,286-1,5620%$14.7M$13.2M-$1.5M2026-10-22
Essex LLC
INCREASED388,515386,220+2,295+1%$14.0M$12.7M-$1.3M2026-10-14
Focus Financial Network, Inc.
DECREASED381,031387,046-6,015-2%$14.0M$12.4M-$1.6M2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED379,035375,833+3,202+1%$13.6M$12.4M-$1.2M2026-10-29
Tiller Private Wealth, Inc.
DECREASED372,977385,569-12,592-3%$13.9M$12.2M-$1.8M2026-10-26
Courage Miller Partners, LLC
INCREASED358,735358,542+193+0%$13.0M$11.7M-$1.2M2026-10-21
Commonwealth Equity Services, LLC
DECREASED346,685373,251-26,566-7%$13.5M$11.3M-$2.2M2026-11-02
Avalon Capital Management
DECREASED343,295343,708-4130%$12.4M$11.2M-$1.2M2026-11-04
Global Wealth Strategies & Associates
INCREASED337,202320,503+16,699+5%$11.6M$11.0M-$576.9K2026-10-02
Midwest Trust Co
INCREASED332,913326,389+6,524+2%$11.8M$10.9M-$929.5K2026-10-22
Compass Financial Group, Inc
INCREASED331,348310,915+20,433+7%$11.2M$10.8M-$421.5K2026-10-13
Apella Capital, LLC
INCREASED325,96551,237+274,728+536%$1.8M$10.6M+$8.9M2026-10-08
Amicus Financial Advisors, LLC
DECREASED322,767339,216-16,449-5%$12.3M$10.5M-$1.7M2026-11-03
Arnold Financial Planning LLC
INCREASED320,730281,147+39,583+14%$10.2M$10.5M+$307.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED318,440348,154-29,714-9%$11.8M$10.3M-$1.4M2026-10-20
Diversify Advisory Services, LLC
DECREASED318,440348,154-29,714-9%$11.8M$10.3M-$1.4M2026-10-20
Curbstone Financial Management Corp
INCREASED314,318310,768+3,550+1%$11.2M$10.3M-$971.9K2026-10-21
Salem Investment Counselors Inc
DECREASED310,924313,280-2,356-1%$11.3M$10.1M-$1.2M2026-10-13
Creekside Partners
DECREASED309,690319,422-9,732-3%$11.5M$10.1M-$1.4M2026-11-04
Farther Finance Advisors, LLC
INCREASED307,073218,977+88,096+40%$7.9M$10.0M+$2.1M2026-10-08
Stevens Capital Partners
INCREASED304,368294,619+9,749+3%$10.6M$9.9M-$713.0K2026-10-29
Sightline Wealth Advisors, LLC
DECREASED299,591410,967-111,376-27%$14.8M$9.8M-$5.1M2026-10-21
Horizon Financial Services, LLC
INCREASED295,217280,926+14,291+5%$10.1M$9.6M-$516.9K2026-11-04
Meridian Wealth Management, LLC
INCREASED290,622234,510+56,112+24%$8.5M$9.5M+$1.0M2026-11-05
Patriot Investment Management Group, Inc.
INCREASED288,553286,376+2,177+1%$10.3M$9.4M-$931.3K2026-10-15
Towercrest Capital Management
DECREASED266,987294,689-27,702-9%$10.6M$8.7M-$1.9M2026-10-23
Alliance Wealth Management Group
DECREASED266,987294,689-27,702-9%$10.6M$8.7M-$1.9M2026-10-29
Friedenthal Financial
INCREASED262,610247,084+15,526+6%$8.9M$8.6M-$358.2K2026-10-27
Asset Dedication, LLC
DECREASED256,491257,540-1,0490%$9.3M$8.4M-$935.6K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED253,894239,633+14,261+6%$8.7M$8.3M-$373.4K2026-10-28
KRM Wealth Management L.L.C.
DECREASED253,865255,555-1,690-1%$9.2M$8.3M-$949.6K2026-11-02
Cannon Capital Management, Inc.
DECREASED253,618255,513-1,895-1%$9.2M$8.3M-$956.1K2026-11-03
Truist Financial Corp
DECREASED253,225346,763-93,538-27%$12.5M$8.3M-$4.3M2026-10-30
Blue Sky Capital Consultants Group, Inc.
INCREASED251,27361,980+189,293+305%$2.2M$8.2M+$6.0M2026-10-13
Marquette Asset Management, LLC
DECREASED249,947252,768-2,821-1%$9.1M$8.2M-$976.7K2026-10-09
Mather Group, Llc.
DECREASED240,596242,285-1,689-1%$8.8M$7.9M-$903.1K2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED232,715226,936+5,779+3%$8.2M$7.6M-$605.7K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED224,220215,809+8,411+4%$7.8M$7.3M-$480.9K2026-10-29
Black Diamond Financial, LLC
DECREASED223,257232,632-9,375-4%$8.4M$7.3M-$1.1M2026-10-26
Bell Investment Advisors, Inc
DECREASED217,619230,329-12,710-6%$8.3M$7.1M-$1.2M2026-10-29
Cutler Investment Counsel LLC
DECREASED214,222218,995-4,773-2%$7.9M$7.0M-$922.2K2026-10-28
Fifth Third Securities, Inc.
INCREASED212,107203,858+8,249+4%$7.4M$6.9M-$444.3K2026-10-21
Meriwether Wealth & Planning, LLC
INCREASED211,198199,923+11,275+6%$7.2M$6.9M-$331.8K2026-10-13
Womack Financial LLC
INCREASED210,302205,221+5,081+2%$7.4M$6.9M-$552.5K2026-10-14
IFP Advisors, Inc
INCREASED209,993194,779+15,214+8%$7.0M$6.9M-$185.3K2026-10-16
Gill Capital Partners, LLC
DECREASED207,367221,813-14,446-7%$8.0M$6.8M-$1.2M2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED204,154203,147+1,007+1%$7.3M$6.7M-$678.1K2026-10-13
Lodestar Private Asset Management LLC
DECREASED204,099211,573-7,474-4%$7.6M$6.7M-$984.4K2026-10-26
Powers Advisory Group, LLC
INCREASED203,931192,801+11,130+6%$7.0M$6.7M-$311.7K2026-10-14
Davis Capital Management
DECREASED196,961198,008-1,047-1%$7.2M$6.4M-$727.2K2026-10-08
Valley Forge Investment Consultants Inc ADV
INCREASED194,643192,486+2,157+1%$7.0M$6.4M-$603.3K2026-11-03
Guerra PAN Advisors, LLC
DECREASED193,217193,363-1460%$7.0M$6.2M-$789.7K2026-10-26
Garde Capital, Inc.
INCREASED192,336191,298+1,038+1%$6.9M$6.3M-$635.7K2026-10-29
Orgel Wealth Management, LLC
DECREASED191,083192,575-1,492-1%$7.0M$6.2M-$722.7K2026-10-14
Apollon Wealth Management, LLC
INCREASED191,066180,023+11,043+6%$6.5M$6.2M-$269.7K2026-10-23
Monetary Solutions, Ltd
DECREASED188,684212,603-23,919-11%$7.7M$6.2M-$1.5M2026-10-22
Asset Allocation Strategies LLC
INCREASED186,555167,546+19,009+11%$6.1M$6.1M+$33.9K2026-10-20
James J. Burns & Company, LLC
DECREASED182,721185,234-2,513-1%$6.7M$6.0M-$730.3K2026-10-22
Certior Financial Group, LLC
DECREASED180,834181,064-2300%$6.5M$5.9M-$641.2K2026-10-19
Floyd Financial Group LLC
DECREASED178,946183,190-4,244-2%$6.3M$5.8M-$506.4K2026-10-28
Modera Wealth Management, LLC
DECREASED178,860188,992-10,132-5%$6.8M$5.8M-$992.1K2026-10-28
Opus Capital Group, LLC
DECREASED178,586181,849-3,263-2%$6.6M$5.8K-$6.6M2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED175,053177,290-2,237-1%$6.4M$5.7M-$693.5K2026-10-29
FF Advisors,LLC
DECREASED171,194174,400-3,206-2%$6.3M$5.6M-$715.0K2026-10-21
Mission Wealth Management, LP
DECREASED167,116226,499-59,383-26%$8.2M$5.5M-$2.7M2026-10-15
Vise Technologies, Inc.
INCREASED166,847148,141+18,706+13%$5.4M$5.4M+$91.9K2026-10-29
Values Added Financial LLC
DECREASED164,674171,198-6,524-4%$6.2M$5.4M-$812.1K2026-10-28
Upper Left Wealth Management, LLC
INCREASED164,047161,455+2,592+2%$5.8M$5.4M-$480.5K2026-10-14
BCS Wealth Management
DECREASED162,878166,639-3,761-2%$6.0M$5.3M-$706.0K2026-11-03
Evergreen Capital Management LLC
DECREASED160,221170,877-10,656-6%$6.2M$5.2M-$945.8K2026-10-23
Lighthouse Wealth Management Inc.
INCREASED156,245147,160+9,085+6%$5.3M$5.1M-$218.6K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED155,537150,788+4,749+3%$5.4M$5.1M-$371.8K2026-11-03
IFS Advisors, LLC
INCREASED155,265152,032+3,233+2%$5.5M$5.1M-$426.6K2026-10-14
Choreo, LLC
DECREASED153,770157,682-3,912-2%$5.7M$5.0M-$678.9K2026-10-28
Liberty Capital Management, Inc.
INCREASED153,711153,367+344+0%$5.5M$5.0M-$525.6K2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED151,982146,548+5,434+4%$5.3M$5.0M-$335.6K2026-10-23
Chilton Capital Management LLC
DECREASED151,737200,670-48,933-24%$7.3M$5.0M-$2.3M2026-10-28
Simplicity Wealth,LLC
DECREASED146,616154,322-7,706-5%$5.6M$4.8M-$791.6K2026-10-23
Phillip James Consulting Co.
DECREASED143,032145,553-2,521-2%$5.3M$4.7M-$591.7K2026-11-03
Tradewinds Capital Management, LLC
INCREASED142,501136,764+5,737+4%$4.9M$4.6M-$291.5K2026-10-23
Patten & Patten Inc
INCREASED141,791136,860+4,931+4%$4.9M$4.6M-$318.1K2026-10-26
WBH Advisory Inc
DECREASED140,394141,443-1,049-1%$5.1M$4.6M-$529.3K2026-11-05
Gordian Advisors LLC
DECREASED139,176139,995-819-1%$5.1M$4.5M-$516.7K2026-10-30
Abound Wealth Management
INCREASED138,891137,491+1,400+1%$5.0M$4.5M-$435.5K2026-10-26
Global Strategic Investment Solutions, LLC
DECREASED137,928137,946-180%$5.0M$4.5M-$483.4K2026-10-16
Councilor Wealth, LLC
DECREASED136,432145,289-8,857-6%$5.2M$4.5M-$797.5K2026-10-09
Outfitters Financial LLC
INCREASED133,761133,661+100+0%$4.8M$4.4M-$464.6K2026-10-23
K2 Financial Inc.
DECREASED132,073166,262-34,189-21%$5.8M$4.3M-$1.5M2026-10-26
Concurrent Investment Advisors, LLC
DECREASED131,638275,536-143,898-52%$10.0M$4.3M-$5.7M2026-10-16
Frisco Financial Planning LLC
DECREASED131,028133,851-2,823-2%$4.8M$4.3M-$560.6K2026-10-05
Diligent Investors, LLC
INCREASED130,587130,578+9+0%$4.7M$4.3M-$456.7K2026-10-21
Cambridge Financial Group, LLC
UNCHANGED128,796128,79600%$4.7M$4.7M$02026-10-06
Gleason Group, Inc.
INCREASED127,105124,711+2,394+2%$4.5M$4.1M-$358.4K2026-10-15
Koshinski Asset Management, Inc.
DECREASED126,556127,769-1,213-1%$4.6M$4.1M-$486.8K2026-10-29
Sensible Money, LLC
DECREASED126,150126,857-707-1%$4.6M$4.1M-$467.1K2026-10-20
United Advisor Group, LLC
DECREASED126,035131,999-5,964-5%$4.8M$4.1M-$656.6K2026-11-03
Wealth Architects, LLC
DECREASED125,557142,080-16,523-12%$5.1M$4.1M-$1.0M2026-11-03
CFG Wealth Management Services, Inc.
DECREASED125,324154,452-29,128-19%$4.4M$4.1M-$283.6K2026-10-21
Churchill Financial Advisors, LLC
DECREASED124,391132,089-7,698-6%$4.8M$4.1M-$713.5K2026-10-20
Lee Financial Co
INCREASED123,196119,612+3,584+3%$4.3M$4.0M-$301.7K2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED119,284126,578-7,294-6%$4.6M$3.9M-$681.0K2026-10-21
Perigon Wealth Management, LLC
DECREASED118,513130,211-11,698-9%$4.7M$3.9M-$837.4K2026-10-22
Boltwood Capital Management
DECREASED117,680117,817-1370%$4.3M$3.8M-$416.8K2026-10-02
1834 Investment Advisors Co
INCREASED117,149116,210+939+1%$4.2M$3.8M-$376.1K2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
DECREASED116,665117,411-746-1%$4.2M$3.8M-$435.3K2026-10-13
Pittenger & Anderson Inc
INCREASED116,306114,432+1,874+2%$4.1M$3.8M-$339.4K2026-11-02
Valley National Advisers Inc
DECREASED114,288119,009-4,721-4%$4.3M$3.7M-$570.6K2026-10-23
Foster Group, Inc.
INCREASED113,989112,096+1,893+2%$4.1M$3.7M-$330.6K2026-10-13
Smith Thornton Advisors LLC
INCREASED113,559111,834+1,725+2%$3.8M$3.7M-$132.7K2026-10-16
Rinkey Investments
DECREASED111,149144,667-33,518-23%$5.2M$3.6M-$1.6M2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED110,92288,434+22,488+25%$3.2M$3.6M+$424.3K2026-10-21
TD Private Client Wealth LLC
INCREASED107,70285,510+22,192+26%$3.1M$3.5M+$424.9K2026-10-28
Triangle Securities Wealth Management
DECREASED107,519107,964-4450%$3.9M$3.5M-$392.4K2026-10-14
Valpey Financial Services, LLC
DECREASED107,410111,356-3,946-4%$4.0M$3.5M-$518.5K2026-10-30
Cornerstone Wealth Group, LLC
INCREASED107,156106,792+364+0%$3.9M$3.5M-$361.9K2026-11-02
John Boyer, Inc.
INCREASED106,747106,705+42+0%$3.9M$3.5M-$372.3K2026-10-27
AlphaCore Capital LLC
DECREASED105,156114,180-9,024-8%$4.1M$3.4M-$694.1K2026-11-04
Guardian Financial Partners, LLC
INCREASED104,682100,588+4,094+4%$3.6M$3.4M-$218.5K2026-11-04
Accelerate Investment Advisors LLC
INCREASED104,11399,267+4,846+5%$3.6M$3.4M-$189.3K2026-11-02
Alpha Omega Wealth Management LLC
DECREASED102,332103,191-859-1%$3.7M$3.3M-$389.2K2026-10-23
Csenge Advisory Group
DECREASED101,148107,662-6,514-6%$3.9M$3.3M-$589.3K2026-11-04
Allen Capital Group, LLC
INCREASED100,52996,705+3,824+4%$3.5M$3.3M-$213.7K2026-10-27
First Affirmative Financial Network
NEW100,192—+100,192——$3.3M—2026-10-21
Integrated Advisors Network LLC
DECREASED99,683127,938-28,255-22%$4.6M$3.3M-$1.4M2026-10-20
Vision Capital Management, Inc.
DECREASED99,566105,562-5,996-6%$3.8M$3.2M-$565.1K2026-10-20
D.A. Davidson & Co.
INCREASED98,73497,903+831+1%$3.5M$3.2M-$315.5K2026-10-28
Arcataur Capital Management LLC
DECREASED97,16199,087-1,926-2%$3.6M$3.2M-$409.6K2026-10-21
MeadowBrook Investment Advisors LLC
INCREASED96,74687,801+8,945+10%$3.2M$3.2M-$11.6K2026-10-29
Avior Wealth Management, LLC
DECREASED95,807100,460-4,653-5%$3.6M$3.1M-$503.4K2026-10-13
McBroom & Associates, LLC
DECREASED95,77297,078-1,306-1%$3.5M$3.1M-$382.2K2026-10-29
Phillips Financial Management, LLC
INCREASED95,65695,377+279+0%$3.4M$3.1M-$324.7K2026-10-19
Sunburst Financial Group, LLC
DECREASED95,23795,855-618-1%$3.5M$3.1M-$355.6K2026-10-09
Wealth Enhancement Trust Services, Inc.
INCREASED94,25992,201+2,058+2%$3.3M$3.1M-$255.6K2026-10-07
Pinnacle Associates LTD
DECREASED93,70195,583-1,882-2%$3.5M$3.1M-$395.9K2026-10-20
Madden Securities Corp
DECREASED93,34495,711-2,367-2%$3.5M$3.0M-$412.2K2026-10-27
Elser Financial Planning, Inc
DECREASED92,38796,489-4,102-4%$3.5M$3.0M-$471.6K2026-10-16
Firestone Capital Management
INCREASED90,92189,893+1,028+1%$3.2M$3.0M-$281.1K2026-11-03
Investors Research Corp
DECREASED90,61190,715-1040%$3.3M$3.0M-$320.9K2026-10-07
Advisor OS, LLC
INCREASED90,53776,396+14,141+19%$2.8M$3.0M+$194.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED90,47689,604+872+1%$3.2M$3.0M-$285.1K2026-10-13
Harbor Group, Inc.
DECREASED90,20193,029-2,828-3%$3.4M$2.9M-$417.9K2026-10-14
Eagle Harbor Asset Management Inc
DECREASED89,71190,054-3430%$3.3M$2.9M-$326.4K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED89,69388,818+875+1%$3.2M$2.9M-$282.3K2026-10-21
Green Ridge Wealth Planning LLC
DECREASED88,904110,320-21,416-19%$4.0M$2.9M-$1.1M2026-10-08
L.K. Benson & Company, P.C.
DECREASED88,55388,842-2890%$3.2M$2.9M-$320.3K2026-10-23
Juno Financial Group LLC
INCREASED88,31687,019+1,297+1%$3.1M$2.9M-$262.3K2026-10-27
Revolve Wealth Partners, LLC
DECREASED86,27987,893-1,614-2%$3.2M$2.8M-$360.3K2026-10-23
Murphy & Mullick Capital Management Corp
DECREASED86,18786,275-880%$3.1M$2.8M-$304.8K2026-11-02
Balboa Wealth Partners
INCREASED85,84874,349+11,499+15%$2.7M$2.8M+$115.0K2026-10-20
Virtue Capital Management, LLC
INCREASED85,05357,362+27,691+48%$2.1M$2.8M+$702.8K2026-10-29
Envision Financial LLC
INCREASED84,05445,562+38,492+84%$1.6M$2.5M+$817.4K2026-10-15
CMH Wealth Management LLC
DECREASED83,91985,619-1,700-2%$3.1M$2.7M-$355.1K2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED83,20383,638-435-1%$3.0M$2.7M-$306.9K2026-10-30
NBT Bank, N.A.
DECREASED82,73883,987-1,249-1%$3.0M$2.7M-$334.7K2026-10-21
Embree Financial Group
INCREASED82,20382,012+191+0%$3.0M$2.7M-$280.8K2026-10-22
Downshift Financial, LLC
DECREASED81,46396,403-14,940-15%$3.5M$2.7M-$824.9K2026-10-13
Dorato Capital Management
INCREASED80,90479,322+1,582+2%$2.8M$2.6M-$130.9K2026-10-08
BankPlus Wealth Management LLC
INCREASED80,59561,046+19,549+32%$2.2M$2.6M+$423.9K2026-10-13
Consilium Wealth Advisory, LLC
INCREASED80,16380,153+10+0%$2.9M$2.6M-$280.2K2026-10-14
Independent Solutions Wealth Management, LLC
DECREASED79,87082,648-2,778-3%$3.0M$2.6M-$379.9K2026-10-28
Columbus Macro, LLC
DECREASED79,62481,762-2,138-3%$3.0M$2.6M-$356.0K2026-10-14
Wedmont Private Capital
INCREASED79,39362,711+16,682+27%$2.2M$2.6M+$403.7K2026-10-09
First Growth Capital LLC
DECREASED79,16187,861-8,700-10%$3.2M$2.6M-$591.4K2026-10-15
Cdkv Holdings LLC
INCREASED77,43777,033+404+1%$2.8M$2.5M-$256.4K2026-10-28
Bluestem Financial Advisors, LLC
INCREASED77,42075,957+1,463+2%$2.7M$2.5M-$218.1K2026-10-20
PFG Advisors
DECREASED76,94179,899-2,958-4%$2.9M$2.5M-$376.2K2026-10-16
Code Waechter LLC
DECREASED76,93477,822-888-1%$2.8M$2.5M-$301.3K2026-10-23
Serenity Investment Advisors
INCREASED76,60175,901+700+1%$2.6M$2.5M-$130.5K2026-10-30
Ashton Thomas Private Wealth, LLC
INCREASED75,16173,187+1,974+3%$2.6M$2.5M-$191.8K2026-11-03
Citizens Financial Group Inc
DECREASED74,47980,944-6,465-8%$2.9M$2.4M-$494.3K2026-10-23
Ironwood Wealth Management, Llc.
INCREASED74,43272,702+1,730+2%$2.6M$2.4M-$198.0K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED73,99772,545+1,452+2%$2.6M$2.4M-$206.5K2026-10-21
Wealth Group Ltd
DECREASED73,91974,640-721-1%$2.7M$2.4M-$253.7K2026-10-07
JFS Wealth Advisors, LLC
INCREASED71,69571,682+13+0%$2.6M$2.3M-$250.5K2026-11-03
Hanseatic Management Services Inc
DECREASED71,24675,180-3,934-5%$2.7M$2.3M-$391.5K2026-10-27
Nicholas Hoffman & Company, Llc.
INCREASED70,15470,004+150+0%$2.5M$2.3M-$240.1K2026-10-30
Summit Financial Wealth Advisors, LLC
INCREASED70,12368,406+1,717+3%$2.5M$2.3M-$183.4K2026-10-15
Blossom Wealth Management
INCREASED69,19468,872+322+0%$2.5M$2.3M-$230.5K2026-11-03
Whelan Financial
DECREASED68,78169,459-678-1%$2.5M$2.2M-$265.2K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED67,96546,021+21,944+48%$1.7M$2.2M+$555.0K2026-10-30
Moisand Fitzgerald Tamayo, LLC
DECREASED67,91968,921-1,002-1%$2.5M$2.2M-$273.9K2026-10-15
Bailard, Inc.
DECREASED67,87469,311-1,437-2%$2.5M$2.2M-$289.4K2026-10-13
Park Avenue Securities LLC
INCREASED67,22062,102+5,118+8%$2.2M$2.2K-$2.2M2026-10-26
LTG Capital LLC
INCREASED66,04065,910+130+0%$2.4M$2.2M-$226.4K2026-11-04
Venture Visionary Partners LLC
DECREASED65,50065,582-820%$2.4M$2.1M-$232.2K2026-10-07
Leisure Capital Management
DECREASED64,90667,233-2,327-3%$2.4M$2.1M-$311.2K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED64,46173,956-9,495-13%$2.7M$2.1M-$568.7K2026-10-08
Financial Solutions Advisory Group, Inc.
DECREASED64,45367,292-2,839-4%$2.4M$2.1M-$291.3K2026-10-28
Fortune Financial Group, Inc.
DECREASED64,18365,479-1,296-2%$2.4M$2.1M-$271.5K2026-10-22
Valeo Financial Advisors, LLC
DECREASED64,15066,815-2,665-4%$1.9M$1.6M-$269.7K2026-10-08
Warwick Investment Management, Inc.
DECREASED63,85464,649-795-1%$2.3M$2.1M-$252.2K2026-10-19
Summit Place Financial Advisors, LLC
INCREASED63,62556,260+7,365+13%$2.0M$2.1M+$43.4K2026-10-23
Madison Park Capital Advisors, LLC
DECREASED63,60065,085-1,485-2%$2.4M$2.1M-$276.2K2026-10-28
Everhart Financial Group, Inc.
DECREASED62,98263,876-894-1%$2.3M$2.1M-$252.7K2026-10-08
Clearview Wealth Management LLC
INCREASED62,06358,968+3,095+5%$2.1M$2.0M-$109.7K2026-10-16
SWS Partners
DECREASED61,90566,673-4,768-7%$2.4M$2.0M-$388.9K2026-10-26
Duncker Streett & Co Inc
DECREASED61,84361,980-1370%$2.2M$2.0M-$221.4K2026-10-27
Jm2 Capital Inc.
INCREASED60,73658,863+1,873+3%$2.1M$2.0M-$144.9K2026-10-14
Argos Wealth Advisors, LLC
INCREASED59,73359,723+10+0%$2.2M$1.9M-$208.7K2026-11-02
North Forty Two & Co.
DECREASED59,63060,280-650-1%$2.2M$1.9M-$232.2K2026-10-19
Villere ST Denis J & Co LLC
INCREASED58,6938,886+49,807+561%$321.1K$1.9M+$1.6M2026-11-04
FSM Wealth Advisors, LLC
DECREASED58,44458,533-890%$2.1M$1.9M-$206.0K2026-10-27
BIP Wealth, LLC
INCREASED57,93456,507+1,427+3%$2.0M$1.9M-$151.2K2026-10-22
Nestegg Advisors, Inc.
INCREASED57,84254,162+3,680+7%$2.0M$1.9M-$69.5K2026-10-21
Capital Squared Financial LLC
DECREASED57,22458,759-1,535-3%$2.1M$1.9M-$255.7K2026-10-30
Barden Capital Management, Inc.
INCREASED57,19056,987+203+0%$2.1M$1.9M-$192.8K2026-10-09
McAdam, LLC
DECREASED57,11158,330-1,219-2%$2.1M$1.9M-$243.9K2026-10-21
Econ Financial Services Corp
INCREASED57,03850,244+6,794+14%$1.8M$1.9M+$45.8K2026-10-19
Tenret Co LLC
NEW56,554—+56,554——$1.8M—2026-11-02
Moller Wealth Partners
DECREASED56,38159,916-3,535-6%$2.2M$1.8M-$325.1K2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED55,89755,89700%$2.0M$1.8M-$195.6K2026-10-13
Spinnaker Investment Group, LLC
DECREASED55,36056,295-935-2%$2.0M$1.8M-$227.6K2026-10-13
Greenhouse Wealth Management, LLC
INCREASED54,52954,410+119+0%$2.0M$1.8M-$186.5K2026-10-20
Heartwood Wealth Advisors LLC
DECREASED54,39254,796-404-1%$2.0M$1.8M-$205.0K2026-10-05
ARK & TLK Investments, LLC
UNCHANGED53,79953,79900%$1.9M$1.8M-$188.3K2026-10-20
RCW Management, LLC
UNCHANGED53,48553,48500%$1.9M$1.7M-$187.2K2026-10-30
Krilogy Financial LLC
INCREASED53,37352,572+801+2%$1.9M$1.7M-$156.3K2026-10-13
Cambridge Advisors Inc.
INCREASED53,19152,959+232+0%$1.9M$1.7M-$177.8K2026-10-19
Juncture Wealth Strategies, LLC
DECREASED52,88257,031-4,149-7%$2.1M$1.7M-$335.0K2026-10-06
Facet Wealth, Inc.
INCREASED51,58947,091+4,498+10%$1.7M$1.7M-$18.0K2026-11-04
OFS Enterprise LLC
INCREASED50,81350,700+113+0%$1.8M$1.7M-$173.8K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
DECREASED50,75050,932-1820%$1.8M$1.7M-$184.2K2026-10-21
CRA Financial Services, LLC
DECREASED50,70552,259-1,554-3%$1.9M$1.7M-$233.6K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED50,63543,133+7,502+17%$1.6M$1.7M+$93.8K2026-10-15
Seek First Inc.
INCREASED50,61450,462+152+0%$1.8M$1.7M-$171.7K2026-10-27
XY Planning Network, Inc.
INCREASED50,01448,907+1,107+2%$1.8M$1.6M-$135.1K2026-10-14
Tempus Wealth Planning, LLC
INCREASED49,47244,699+4,773+11%$1.6M$1.6M-$6742026-10-14
Blue Trust, Inc.
INCREASED49,1746,178+42,996+696%$223.2K$1.6M+$1.4M2026-10-15
Enclave Advisors LLC
DECREASED48,92349,144-2210%$1.8M$1.6M-$179.2K2026-10-14
Beacon Advisors Holdings, LLC
UNCHANGED48,64048,64000%$1.8M$1.6M-$170.2K2026-10-27
Diversified Enterprises, LLC
INCREASED48,26044,570+3,690+8%$1.6M$1.6M-$35.6K2026-10-19
Bensler, LLC
DECREASED48,14848,568-420-1%$1.8M$1.6M-$183.7K2026-11-05
LVW Advisors, LLC
DECREASED48,07550,375-2,300-5%$1.8M$1.6M-$251.4K2026-10-19
Sprinkle Financial Consultants LLC
DECREASED48,02049,479-1,459-3%$1.8M$1.6M-$220.8K2026-10-09
Sheets Smith Wealth Management
INCREASED47,16446,676+488+1%$1.7M$1.5M-$147.5K2026-10-16
MilWealth Group LLC
UNCHANGED47,12347,12300%$1.7M$1.5M-$164.9K2026-11-02
Milestone Asset Management Group, LLC
INCREASED47,06146,114+947+2%$1.7M$1.5M-$130.5K2026-10-20
Cooper S Advisors, LLC
DECREASED46,76248,141-1,379-3%$1.7M$1.5M-$213.5K2026-11-03
Davenport & Co LLC
INCREASED46,73733,790+12,947+38%$1.2M$1.5M+$304.2K2026-10-14
Cape Investment Advisory, Inc.
INCREASED46,69145,717+974+2%$1.7M$1.5M-$128.2K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED46,63644,572+2,064+5%$1.6M$1.5M-$88.6K2026-10-22
Schneider Downs Wealth Management Advisors, LP
DECREASED46,57846,750-1720%$1.7M$1.5M-$169.2K2026-10-27
Moneywise, Inc.
DECREASED45,91368,987-23,074-33%$2.5M$1.5M-$994.3K2026-10-30
GHP Investment Advisors, Inc.
INCREASED45,89643,525+2,371+5%$1.6M$1.5M-$75.0K2026-10-15
Planned Solutions, Inc.
DECREASED45,46246,478-1,016-2%$1.7M$1.5M-$195.8K2026-10-19
BCK Partners, Inc.
DECREASED44,99745,638-641-1%$1.6M$1.5M-$180.6K2026-10-23
Atria Investments, Inc
INCREASED44,95037,589+7,361+20%$1.4M$1.5M+$108.6K2026-10-15
Brighton Jones LLC
INCREASED44,84844,339+509+1%$1.6M$1.5M-$138.6K2026-11-03
Ironwood Financial, llc
DECREASED43,99144,281-290-1%$1.5M$1.4M-$84.3K2026-10-20
Essential Partners LLC
INCREASED43,16441,525+1,639+4%$1.5M$1.4M-$91.9K2026-10-14
Nicollet Investment Management, Inc.
INCREASED42,95842,558+400+1%$1.5M$1.4K-$1.5M2026-10-14
CFC Planning Co LLC
INCREASED42,52841,485+1,043+3%$1.5M$1.4M-$111.1K2026-10-28
Denver PWM, LLC
DECREASED41,89443,022-1,128-3%$1.5M$1.4M-$166.7K2026-10-22
West Paces Advisors Inc.
DECREASED41,88942,824-935-2%$1.5M$1.4M-$180.4K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED41,67939,978+1,701+4%$1.4M$1.4M-$84.4K2026-10-21
Claro Advisors Inc.
INCREASED41,58041,099+481+1%$1.5M$1.4M-$128.1K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED41,37344,342-2,969-7%$1.6M$1.4M-$252.1K2026-11-03
Carroll Advisory Group, LLC
DECREASED41,12541,448-323-1%$1.5M$1.3M-$155.6K2026-10-16
Quadrant Capital Group LLC
DECREASED40,98441,113-1290%$1.5M$1.3M-$151.0K2026-10-20
Great Waters Wealth Management
DECREASED40,57040,621-510%$1.5M$1.3M-$143.9K2026-10-07
Gradient Capital Advisors, LLC
INCREASED40,14539,787+358+1%$1.4M$1.3M-$127.6K2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED39,99552,508-12,513-24%$1.9M$1.3M-$592.1K2026-10-29
Shearwater Capital LLC
UNCHANGED39,70339,70300%$1.4M$1.3M-$139.0K2026-10-13
Citigroup Inc
DECREASED39,16139,245-840%$1.4M$1.3M-$140.1K2026-11-04
Elevation Wealth Partners, LLC
INCREASED39,16038,029+1,131+3%$1.4M$1.3M-$96.2K2026-10-07
FAI Advisors, Inc.
DECREASED38,76456,483-17,719-31%$2.0M$1.3M-$775.9K2026-10-27
TPG Advisors LLC
DECREASED38,26038,475-215-1%$1.4M$1.2M-$141.7K2026-10-16
Joseph Group Capital Management
DECREASED37,88439,824-1,940-5%$1.4M$1.2M-$202.7K2026-11-04
Grantvest Financial Group LLC
DECREASED37,87639,112-1,236-3%$1.4M$1.2M-$177.2K2026-10-21
Fonville Wealth Management LLC
DECREASED37,27939,542-2,263-6%$1.4M$1.2M-$212.2K2026-10-28
Mengis Capital Management, Inc.
DECREASED37,24537,413-1680%$1.4M$1.2M-$136.5K2026-10-13
Carolina Wealth Management Inc
DECREASED37,17537,362-1870%$1.3M$1.2M-$136.9K2026-10-29
AdvisorNet Financial, Inc
INCREASED37,14235,666+1,476+4%$1.3M$1.2M-$100.4K2026-10-15
S.A. Mason LLC
INCREASED37,05136,371+680+2%$1.3M$1.2M-$105.1K2026-10-13
Parsons Capital Management Inc
INCREASED36,83434,085+2,749+8%$1.2M$1.2M-$29.6K2026-10-28
Collective Family Office LLC
INCREASED36,76235,963+799+2%$1.3M$1.2M-$99.8K2026-10-05
Climber Capital SA
INCREASED36,45936,040+419+1%$1.2M$1.0M-$158.0K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED36,34636,463-1170%$1.3M$1.2M-$131.4K2026-10-23
MBL Wealth, LLC
UNCHANGED36,30036,30000%$1.3M$1.2M-$127.1K2026-10-22
Summit Asset Management, LLC
DECREASED36,28836,382-940%$1.3M$1.2M-$130.4K2026-11-05
Sculati Wealth Management, LLC
DECREASED36,23036,242-120%$1.2M$1.2M-$50.8K2026-10-19
Parallel Advisors, LLC
DECREASED35,73640,696-4,960-12%$1.5M$1.2M-$304.3K2026-11-03
Clear Point Advisors Inc.
INCREASED35,72032,517+3,203+10%$1.2M$1.2M+$4892026-10-30
Omega Financial Group, LLC
DECREASED35,69539,600-3,905-10%$1.4M$1.2M-$266.0K2026-10-29
Brookstone Capital Management
INCREASED35,46931,200+4,269+14%$1.1M$1.2M+$30.1K2026-10-22
HUB Investment Partners, LLC
INCREASED35,36532,246+3,119+10%$1.2M$1.2M-$11.1K2026-11-03
Paulson Wealth Management Inc.
DECREASED35,33936,991-1,652-4%$1.3M$1.2M-$183.4K2026-11-02
Moran Wealth Management, LLC
INCREASED35,26326,169+9,094+35%$945.5K$1.2M+$205.1K2026-10-22
Myecfo, LLC
INCREASED35,23134,931+300+1%$1.3M$1.1M-$112.5K2026-10-14
Market Street Wealth Management Advisors LLC
DECREASED35,12736,413-1,286-4%$1.3M$1.1M-$169.4K2026-10-09
Dickmeyer Boyce Financial Management, Inc.
INCREASED34,97834,117+861+3%$1.2M$1.1M-$91.3K2026-10-08
Sigma Investment Counselors Inc
INCREASED34,93017,341+17,589+101%$626.5K$1.1M+$513.2K2026-10-27
Ifrah Financial Services, Inc.
DECREASED34,73835,072-334-1%$1.3M$1.1M-$133.7K2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED34,36834,524-1560%$1.2M$1.1M-$125.9K2026-10-29
Armor Investment Advisors, LLC
DECREASED33,74133,805-640%$1.2M$1.1M-$120.4K2026-10-27
Eley Financial Management, Inc
DECREASED33,72234,075-353-1%$1.2M$1.1M-$130.8K2026-11-03
CWA Asset Management Group, LLC
INCREASED33,01930,773+2,246+7%$1.1M$1.1M-$34.4K2026-10-19
Woodmont Investment Counsel LLC
UNCHANGED32,52132,52100%$1.2M$1.1M-$113.8K2026-10-29
Pegasus Asset Management, Inc.
INCREASED32,48830,774+1,714+6%$1.1M$1.1M-$51.8K2026-11-03
Indivisible Partners
INCREASED32,36723,668+8,699+37%$855.1K$1.1M+$201.0K2026-10-26
Root Financial Partners, LLC
INCREASED32,33031,440+890+3%$1.1M$1.1M-$81.0K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED32,20233,340-1,138-3%$1.2M$1.1M-$153.8K2026-10-28
Directional Asset Management
DECREASED31,64532,371-726-2%$1.2M$1.0M-$137.0K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED31,48630,148+1,338+4%$1.1M$1.0M-$61.8K2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED31,12231,12200%$1.1M$1.0M-$108.9K2026-10-23
Hengehold Capital Management LLC
DECREASED30,76431,064-300-1%$1.1M$1.0M-$118.5K2026-10-16
Long Island Wealth Management, Inc.
INCREASED30,68930,683+6+0%$1.1M$1.0M-$107.2K2026-10-20
Roberts Wealth Advisors, LLC
DECREASED30,54633,868-3,322-10%$1.2M$996.7K-$226.9K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED30,50932,862-2,353-7%$1.2M$995.5K-$191.8K2026-11-04
Creative Financial Designs Inc
INCREASED30,39029,603+787+3%$1.1M$991.6K-$78.0K2026-11-04
Genesee Capital Advisors, LLC
INCREASED30,34630,254+92+0%$1.1M$990.2K-$102.9K2026-10-20
William Mack & Associates, Inc.
INCREASED30,19928,128+2,071+7%$1.0M$985.4K-$30.9K2026-10-27
Avantax Planning Partners, Inc.
INCREASED30,05729,908+149+1%$1.1M$980.8K-$99.8K2026-11-03
Asset Planning Services Inc
DECREASED29,91530,330-415-1%$1.1M$976-$1.1M2026-10-15
Twele Capital Management, Inc.
DECREASED29,78730,132-345-1%$1.1M$972.0K-$116.7K2026-10-13
Family Investment Center, Inc.
DECREASED28,50328,786-283-1%$1.0M$930.0K-$110.0K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED28,4236,083+22,340+367%$217.0K$927.4K+$710.5K2026-10-13
Farnam Financial LLC
INCREASED28,19825,900+2,298+9%$935.8K$902.1K-$33.7K2026-10-21
Financial Consulate, Inc
INCREASED28,15628,106+50+0%$1.0M$918.7K-$96.8K2026-10-23
Paradigm, Strategies in Wealth Management, LLC
DECREASED28,09528,240-145-1%$1.0M$916.7K-$103.6K2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED27,96627,423+543+2%$944.5K$910.9K-$33.6K2026-10-21
Peterson Wealth Advisors, LLC
DECREASED27,96430,233-2,269-8%$1.1M$912.5K-$179.9K2026-10-08
Crescent Sterling, Ltd.
INCREASED27,95727,893+64+0%$1.0M$912.2K-$95.5K2026-10-16
Carnegie Investment Counsel
INCREASED27,55722,411+5,146+23%$809.7K$899.2K+$89.5K2026-10-20
Carret Asset Management, LLC
DECREASED27,45427,884-430-2%$1.0M$895.8K-$111.6K2026-11-04
Tactive Advisors, LLC
INCREASED26,96425,012+1,952+8%$903.7K$879.8K-$23.8K2026-10-08
GuidedMoney, LLC
UNCHANGED26,75226,75200%$966.6K$872.9K-$93.6K2026-10-29
Carolina Wealth Advisors, LLC
DECREASED26,59030,809-4,219-14%$1.1M$867.6K-$245.5K2026-10-23
Yoffe Investment Management, LLC
UNCHANGED26,53726,53700%$958.8K$865.9K-$92.9K2026-11-02
Asset One Wealth Management LLC
INCREASED26,44725,252+1,195+5%$871.7K$863.0K-$8.7K2026-11-02
Rede Wealth, LLC
INCREASED26,29425,764+530+2%$930.9K$858.0K-$72.9K2026-10-22
WealthPlan Investment Management, LLC
DECREASED26,15726,348-191-1%$951.9K$853.5K-$98.4K2026-10-15
Smithbridge Asset Management Inc
DECREASED26,08230,301-4,219-14%$1.1M$851.1K-$243.7K2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED25,89525,773+122+0%$931.2K$845.0K-$86.2K2026-10-09
Luminvest Wealth Management LLC
DECREASED25,54425,780-236-1%$931.4K$833.5K-$97.9K2026-10-14
LifePlan Financial, LLC
INCREASED25,44524,764+681+3%$894.7K$831.0K-$63.7K2026-10-13
RFG Advisory, LLC
DECREASED25,39125,704-313-1%$928.7K$828.5K-$100.2K2026-11-03
Integral Investment Advisors, Inc.
INCREASED24,92224,916+6+0%$900.2K$813.2K-$87.0K2026-11-03
Acropolis Investment Management, LLC
UNCHANGED24,54624,54600%$886.9K$800.9K-$85.9K2026-10-08
Nautilus Advisors LLC
UNCHANGED24,51824,51800%$855.9K$800.0K-$55.9K2026-10-07
WP Advisors, LLC
INCREASED24,44824,402+46+0%$881.6K$797.8K-$83.9K2026-10-22
Voisard Asset Management Group, Inc.
DECREASED24,42224,629-207-1%$889.9K$796.9K-$93.0K2026-10-13
Sowell Financial Services LLC
INCREASED24,29011,094+13,196+119%$400.8K$792.6K+$391.8K2026-10-23
Davidson Trust Co
UNCHANGED24,08824,08800%$870.3K$786.0K-$84.3K2026-10-09
Financial Synergies Wealth Advisors, Inc.
DECREASED24,06124,127-660%$871.7K$785.1K-$86.6K2026-10-16
Capital Investment Advisors, LLC
INCREASED23,88521,219+2,666+13%$766.6K$779.4K+$12.7K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED23,37722,076+1,301+6%$797.6K$762.8K-$34.8K2026-11-02
Pennsylvania Capital Management Inc
INCREASED22,67119,457+3,214+17%$703.0K$739.8K+$36.8K2026-11-05
Legacy Bridge, LLC
UNCHANGED22,66022,66000%$818.7K$739.4K-$79.3K2026-10-28
Parkside Financial Bank & Trust
INCREASED22,16419,127+3,037+16%$691.1K$723.2K+$32.1K2026-10-27
Silverlake Wealth Management LLC
INCREASED22,09016,236+5,854+36%$586.6K$720.8K+$134.2K2026-10-21
Armbruster Capital Management, Inc.
UNCHANGED21,80521,80500%$787.8K$711.5K-$76.3K2026-10-19
BNC Wealth Management, LLC
UNCHANGED21,47321,47300%$775.8K$700.7K-$75.2K2026-10-19
SwitchPoint Financial Planning, LLC
NEW21,356—+21,356——$696.8K—2026-11-02
Fermata Advisors, LLC
INCREASED21,08120,419+662+3%$737.8K$687.9K-$49.9K2026-10-13
Souders Financial Advisors
DECREASED21,07222,555-1,483-7%$814.9K$687.6K-$127.3K2026-11-03
Bullock Wealth Management Group
INCREASED20,95119,523+1,428+7%$695.4K$686.6K-$8.8K2026-10-09
YHB Investment Advisors, Inc.
DECREASED20,75221,136-384-2%$763.6K$677.1K-$86.5K2026-10-08
Gilpin Wealth Management, LLC
INCREASED20,72018,610+2,110+11%$672.4K$676.1K+$3.7K2026-10-09
Acorn Wealth Advisors, LLC
DECREASED20,71021,407-697-3%$773.4K$675.8K-$97.7K2026-10-19
Altfest L J & Co Inc
INCREASED20,66020,581+79+0%$743.6K$674.1K-$69.5K2026-10-27
Evanson Financial, LLC
INCREASED20,45620,403+53+0%$737.2K$667.5K-$69.7K2026-10-23
Brucke Financial, Inc.
INCREASED20,25620,066+190+1%$725.0K$660.9K-$64.0K2026-10-23
Sage Rhino Capital LLC
INCREASED20,20820,198+10+0%$729.7K$659.4K-$70.4K2026-10-28
Procyon Advisors, LLC
DECREASED20,03521,296-1,261-6%$769.4K$653.7K-$115.7K2026-10-21
Aire Advisors, LLC
UNCHANGED20,00020,00000%$722.6K$652.6K-$70.0K2026-10-22
Optima Capital LLC
INCREASED19,94819,516+432+2%$705.1K$650.9K-$54.2K2026-10-29
Cooksen Wealth, LLC
INCREASED19,78619,636+150+1%$709.4K$648.8K-$60.7K2026-10-13
Cottage Street Advisors LLC
INCREASED19,7547,983+11,771+147%$288.4K$644.6K+$356.1K2026-10-19
Ocean Park Asset Management, LLC
DECREASED19,48119,872-391-2%$718.0K$635.7K-$82.3K2026-10-21
Victory Financial Group, LLC
INCREASED19,44517,375+2,070+12%$627.8K$634.5K+$6.7K2026-10-27
Burkett Financial Services, LLC
DECREASED19,36120,154-793-4%$728.2K$631.8K-$96.4K2026-10-01
Retirement Planning Group, LLC
DECREASED19,32919,441-112-1%$702.4K$630.7K-$71.7K2026-10-19
Beacon Capital Management, LLC
INCREASED19,32519,002+323+2%$686.5K$630.6K-$56.0K2026-10-23
Aspiriant, LLC
INCREASED19,17717,541+1,636+9%$633.8K$625.8K-$8.0K2026-10-16
Beaumont Financial Advisors, LLC
DECREASED19,17319,248-750%$695.4K$625.6K-$69.8K2026-10-22
Busey Bank
NEW19,155—+19,155——$625.0K—2026-10-26
Capital Management Associates, Inc
INCREASED18,98118,924+57+0%$683.7K$619.4K-$64.4K2026-10-20
Uhlmann Price Securities, LLC
NEW18,978—+18,978——$619.3K—2026-11-03
Chesley Taft & Associates LLC
UNCHANGED18,87418,87400%$681.9K$615.9K-$66.1K2026-10-13
Signaturefd, LLC
INCREASED18,84716,432+2,415+15%$593.7K$615.0K+$21.3K2026-10-23
Cornerstone Wealth Advisors, Inc.
DECREASED18,79819,003-205-1%$686.6K$613.4K-$73.2K2026-10-16
SAX Wealth Advisors, LLC
INCREASED18,32718,017+310+2%$523.9K$598.0K+$74.1K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED18,26913,384+4,885+37%$483.6K$596.1K+$112.6K2026-10-30
Waterfront Wealth Inc.
INCREASED17,89717,896+1+0%$624.8K$583.3K-$41.4K2026-11-03
Cap Partners, LLC
DECREASED17,74418,667-923-5%$674.4K$579.0K-$95.4K2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED17,74313,948+3,795+27%$503.9K$578.9K+$75.0K2026-10-13
CWC Advisors, Llc.
DECREASED17,73318,282-549-3%$660.5K$578.6K-$81.9K2026-10-15
Berkeley, Inc
DECREASED17,45917,955-496-3%$648.7K$569.7K-$79.0K2026-10-20
Trellis Wealth Advisors LLC
UNCHANGED17,41617,41600%$629.3K$568.3K-$61.0K2026-10-19
Tritonpoint Wealth, LLC
INCREASED17,41517,409+6+0%$629.0K$568.3K-$60.7K2026-10-19
Pacific Sage Partners, LLC
DECREASED17,36618,255-889-5%$659.6K$566.6K-$92.9K2026-10-21
Selby Wealth Management, LLC
DECREASED17,34319,952-2,609-13%$720.9K$565.9K-$155.0K2026-10-16
Kaizen Financial Strategies
INCREASED17,23215,180+2,052+14%$540.7K$562.3K+$21.6K2026-10-09
Fortitude Advisory Group L.L.C.
INCREASED17,22816,921+307+2%$611.4K$562.2K-$49.2K2026-10-15
Piscataqua Savings Bank
UNCHANGED17,22317,22300%$622.3K$562.0K-$60.3K2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED17,13616,643+493+3%$601.3K$559.2K-$42.1K2026-10-22
3 Factor Indexing, LLC
UNCHANGED17,03817,03800%$615.6K$556.0K-$59.6K2026-10-15
Quadcap Wealth Management, LLC
DECREASED16,96816,974-60%$613.3K$553.7K-$59.6K2026-11-02
Stone Summit Wealth LLC
DECREASED16,94417,202-258-1%$621.5K$552.9K-$68.6K2026-10-14
Prospera Financial Services Inc
DECREASED16,83818,330-1,492-8%$662.4K$555.6K-$106.8K2026-11-04
One Day In July LLC
INCREASED16,75215,899+853+5%$574.4K$546.6K-$27.8K2026-10-30
Leverty Financial Group, LLC
DECREASED16,71117,098-387-2%$617.7K$545.3K-$72.5K2026-10-08
Thrive Wealth Management, LLC
DECREASED16,66016,688-280%$603.0K$543.6K-$59.3K2026-10-13
Chatham Capital Group, Inc.
UNCHANGED16,65516,65500%$601.7K$543.4K-$58.3K2026-10-16
Abacus Planning Group, Inc.
DECREASED16,52716,539-120%$597.5K$539.3K-$58.3K2026-11-02
Michels Family Financial, LLC
INCREASED16,50716,210+297+2%$585.7K$538.6K-$47.0K2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED16,35516,35500%$590.9K$533.7K-$57.2K2026-10-22
Townsend Asset Management Corp
INCREASED16,29416,292+2+0%$588.6K$531.7K-$57.0K2026-10-29
BLB&B Advisors, LLC
DECREASED16,17217,410-1,238-7%$629.0K$527.7K-$101.3K2026-10-27
Oppenheimer Asset Management Inc.
INCREASED16,15016,137+13+0%$583.0K$527.0K-$56.1K2026-10-27
Sigma Planning Corp
INCREASED16,13615,391+745+5%$556.1K$526.5K-$29.5K2026-10-23
Diversified Management Inc
INCREASED16,00515,804+201+1%$571.0K$522.3K-$48.8K2026-10-08
Hardin Capital Partners, LLC
INCREASED15,97915,968+11+0%$577.7K$521.4K-$56.3K2026-10-09
Pine Haven Investment Counsel, Inc
UNCHANGED15,96115,96100%$576.7K$520.8K-$55.9K2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED15,93116,607-676-4%$600.0K$519.8K-$80.2K2026-10-20
Heritage Family Offices, LLP
DECREASED15,85215,853-10%$572.8K$517.3K-$55.5K2026-11-02
Principle Wealth Partners LLC
INCREASED15,80015,477+323+2%$559.2K$515.6K-$43.6K2026-11-02
Compass Financial Management LLC
DECREASED15,76716,711-944-6%$603.8K$514.5K-$89.3K2026-10-30
Tranquility Partners, LLC
DECREASED15,75515,787-320%$570.4K$514.1K-$56.3K2026-10-20
Cynosure Group, LLC
DECREASED15,64016,252-612-4%$587.2K$510.3K-$76.9K2026-11-03
Mirador Capital Partners LP
DECREASED15,40515,715-310-2%$567.8K$502.7K-$65.1K2026-10-09
Signal Advisors Wealth, LLC
DECREASED15,25815,260-20%$551.3K$497.9K-$53.5K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED15,20015,20000%$549.2K$496.0K-$53.2K2026-10-21
Elmwood Wealth Management, Inc.
DECREASED15,18747,687-32,500-68%$1.7M$495.6K-$1.2M2026-10-14
Ascentis Wealth Management, LLC
NEW15,061—+15,061——$491.4K—2026-11-03
Stockman Wealth Management, Inc.
UNCHANGED15,02415,02400%$542.8K$490.2K-$52.6K2026-10-27
Curtis Advisory Group, LLC
DECREASED14,97315,833-860-5%$572.0K$488.6K-$83.5K2026-10-28
Integrity Investment Advisors, LLC
INCREASED14,91314,894+19+0%$538.1K$486.6K-$51.5K2026-11-03
Evermay Wealth Management LLC
DECREASED14,89915,179-280-2%$548.4K$486.2K-$62.3K2026-11-05
XXI Wealth, LLC
INCREASED14,68014,598+82+1%$527.4K$479.0K-$48.4K2026-10-22
HCR Wealth Advisors
INCREASED14,56014,557+3+0%$526.0K$475.1K-$50.9K2026-10-15
Jeppson Wealth Management, LLC
UNCHANGED14,54814,54800%$525.6K$474.7K-$50.9K2026-10-20
Clark Asset Management, LLC
DECREASED14,53318,221-3,688-20%$658.3K$474.2K-$184.1K2026-10-19
Aurora Private Wealth, Inc.
INCREASED14,52114,148+373+3%$511.0K$474-$510.5K2026-10-20
Clarity Capital Advisors, LLC
INCREASED14,28814,245+43+0%$514.7K$466.2K-$48.4K2026-10-27
Fiduciary Alliance LLC
DECREASED14,21920,307-6,088-30%$733.7K$464.0K-$269.7K2026-10-13
Sentinel Pension Advisors, LLC
DECREASED14,13514,170-350%$482.5K$461.2K-$21.2K2026-11-02
Acorn Financial Advisory Services Inc
NEW14,125—+14,125——$460.9K—2026-11-02
Bigelow Investment Advisors, LLC
DECREASED14,05414,874-820-6%$537.4K$458.6K-$78.8K2026-10-13
Seven Mile Advisory
UNCHANGED14,00014,00000%$505.8K$456.8K-$49.0K2026-10-22
Independent Financial Group, LLC
INCREASED13,97513,136+839+6%$474.6K$456.0K-$18.6K2026-10-13
Sierra Summit Advisors LLC
UNCHANGED13,81513,81500%$499.1K$450.8K-$48.4K2026-10-28
Investment Research Partners LLC
INCREASED13,80813,554+254+2%$489.7K$450.6K-$39.2K2026-10-19
Avail Investment Partners, LLC
INCREASED13,78813,537+251+2%$489.1K$449.9K-$39.2K2026-10-16
Evensky & Katz LLC
DECREASED13,71814,772-1,054-7%$534.0K$448-$533.6K2026-10-27
Walkner Condon Financial Advisors LLC
DECREASED13,71414,806-1,092-7%$534.9K$447.5K-$87.5K2026-11-02
Blueprint Investment Partners LLC
DECREASED13,67927,294-13,615-50%$986.1K$446.3K-$539.8K2026-10-28
Blueprint Financial Advisors LLC
DECREASED13,67927,294-13,615-50%$986.1K$446.3K-$539.8K2026-10-28
Daytona Street Capital LLC
UNCHANGED13,46313,46300%$469.8K$447.6K-$22.3K2026-10-15
Glaxis Capital Management, LLC
UNCHANGED13,44013,44000%$485.6K$438.5K-$47.0K2026-11-02
Pathway Financial Advisors LLC
UNCHANGED13,42713,42700%$468.9K$438.1K-$30.7K2026-10-07
Ferguson Wellman Capital Management, Inc
UNCHANGED13,32813,32800%$481.5K$434.9K-$46.7K2026-10-05
Lynx Investment Advisory
DECREASED13,30719,175-5,868-31%$692.8K$434.2K-$258.6K2026-10-27
Asset Advisory Group, Inc.
DECREASED13,29213,430-138-1%$485.2K$433.7K-$51.5K2026-10-20
KCM Investment Advisors LLC
INCREASED13,10012,202+898+7%$440.9K$427.5K-$13.4K2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED12,96412,96400%$468$423-$452026-10-27
Cooke Wealth Management, LLC
DECREASED12,91412,976-620%$468.8K$421.4K-$47.4K2026-10-13
Kathmere Capital Management, LLC
INCREASED12,88212,868+14+0%$464.9K$420.3K-$44.6K2026-10-20
Axxcess Wealth Management, LLC
DECREASED12,83965,341-52,502-80%$2.4M$418.9K-$1.9M2026-10-21
Stordahl Capital Management, Inc.
UNCHANGED12,82212,82200%$463.3K$418.4K-$44.9K2026-10-22
Sendero Wealth Management, LLC
DECREASED12,80012,814-140%$463.0K$417.7K-$45.3K2026-10-14
Signature Resources Capital Management, LLC
INCREASED12,73812,400+338+3%$448.0K$415.6K-$32.4K2026-10-16
Stewardship Concepts Financial Services LLC
DECREASED12,71212,875-163-1%$465.2K$414.8K-$50.4K2026-10-06
Impact Capital Partners LLC
INCREASED12,54312,505+38+0%$451.8K$409.3K-$42.5K2026-10-22
Burton Enright Welch
INCREASED12,4179,903+2,514+25%$357.8K$405.2K+$47.4K2026-11-04
Gaddis Premier Wealth Advisors LLC
UNCHANGED12,37612,37600%$447.1K$403.8K-$43.3K2026-10-29
Golden State Wealth Management, LLC
INCREASED12,32911,748+581+5%$424.5K$402.3K-$22.1K2026-11-02
Focused Wealth Management, Inc
INCREASED12,32712,286+41+0%$443.9K$402.2K-$41.7K2026-10-30
LexAurum Advisors, LLC
INCREASED12,2599,309+2,950+32%$336.3K$400.0K+$63.7K2026-10-19
Forum Financial Management, LP
INCREASED12,21212,201+11+0%$440.8K$398.5K-$42.3K2026-10-16
Granite Investment Partners, LLC
UNCHANGED12,06712,06700%$436.0K$393.7K-$42.2K2026-11-04
Connecticut Wealth Management, LLC
DECREASED12,06412,515-451-4%$452.2K$393.6K-$58.5K2026-10-13
Columbia Advisory Partners LLC
INCREASED12,05911,232+827+7%$405.8K$393.5K-$12.3K2026-10-15
ETF Store, Inc.
DECREASED11,90612,415-509-4%$448.5K$388.5K-$60.0K2026-10-19
Fagan Associates, Inc.
UNCHANGED11,85611,85600%$428.4K$386.9K-$41.5K2026-10-13
MBE Wealth Management, LLC
INCREASED11,8179,848+1,969+20%$355.8K$385.6K+$29.8K2026-10-26
J2 Capital Management Inc
UNCHANGED11,72411,72400%$423.6K$382.6K-$41.0K2026-10-19
Stewardship Advisors, LLC
DECREASED11,58516,501-4,916-30%$596.2K$378.0K-$218.2K2026-10-20
William Howard & Co Financial Advisors Inc
INCREASED11,58211,547+35+0%$417.2K$377.9K-$39.3K2026-11-04
Kelleher Financial Advisors
INCREASED11,5507,044+4,506+64%$254.5K$376.9K+$122.4K2026-10-30
Sapient Capital LLC
UNCHANGED11,53511,53500%$416.8K$376.4K-$40.4K2026-10-08
StoneX Group Inc.
NEW11,277—+11,277——$368.2K—2026-11-03
Keystone Wealth Services, LLC
INCREASED11,20611,203+3+0%$404.8K$367.2K-$37.6K2026-11-03
RMR Wealth Builders
INCREASED11,15311,055+98+1%$399.4K$363.9K-$35.5K2026-10-22
MGO One Seven LLC
DECREASED11,11711,688-571-5%$422.3K$362.8K-$59.5K2026-10-28
D.B. Root & Company, LLC
DECREASED11,03911,718-679-6%$423.4K$360.2K-$63.2K2026-11-04
Peak Financial Management, Inc.
DECREASED11,03311,533-500-4%$416.7K$360.0K-$56.7K2026-10-16
Physician Wealth Advisors, Inc.
INCREASED11,00710,608+399+4%$383.3K$359.2K-$24.1K2026-10-20
Revisor Wealth Management LLC
INCREASED10,8508,534+2,316+27%$308.3K$347.1K+$38.8K2026-10-20
Bison Wealth, LLC
INCREASED10,80310,801+2+0%$378.5K$352.8K-$25.6K2026-10-13
LifeSteps Financial, Inc.
DECREASED10,74911,662-913-8%$421.3K$350.7K-$70.6K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED10,74411,451-707-6%$413.7K$350.6K-$63.1K2026-10-08
Three Magnolias Financial Advisors, LLC
INCREASED10,73010,726+4+0%$387.5K$350.1K-$37.4K2026-10-14
RBA Wealth Management, LLC
INCREASED10,67210,669+3+0%$385.5K$348.2K-$37.2K2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED10,62710,594+33+0%$382.8K$346.8K-$36.0K2026-10-19
Birchbrook, Inc.
UNCHANGED10,52010,52000%$380.1K$343.3K-$36.8K2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED10,50514,863-4,358-29%$537.0K$342.8K-$194.2K2026-10-14
Finer Wealth Management, Inc.
DECREASED10,39013,370-2,980-22%$483.1K$339.0K-$144.0K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED10,3139,785+528+5%$353.5K$336.5K-$17.0K2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED10,29410,543-249-2%$380.9K$335.9K-$45.0K2026-10-14
Sage Investment Advisers LLC
DECREASED10,10111,589-1,488-13%$418.7K$329.6K-$89.1K2026-10-21
Assetmark, Inc
INCREASED10,0449,858+186+2%$356.2K$327.7K-$28.4K2026-10-21
Mayfair Advisory Group, LLC
INCREASED10,0189,992+26+0%$339.0K$326.9K-$12.1K2026-10-20
Sawgrass Asset Management LLC
INCREASED9,9269,351+575+6%$337.9K$323.9K-$14.0K2026-11-03
Robbins Farley
INCREASED9,8079,675+132+1%$349.6K$320.0K-$29.6K2026-10-21
Financial Management Network Inc
INCREASED9,7939,765+28+0%$332.5K$323.7K-$8.8K2026-10-09
Cross Staff Investments Inc
INCREASED9,7769,775+1+0%$353.2K$319.0K-$34.2K2026-10-22
GW Henssler & Associates LTD
NEW9,745—+9,745——$318.0K—2026-10-26
Capital Advantage, Inc.
INCREASED9,7349,588+146+2%$346.4K$317.6K-$28.8K2026-10-14
Builder Investment Group Inc
UNCHANGED9,6879,68700%$350.0K$316.1K-$33.9K2026-10-22
Selective Wealth Management, Inc.
DECREASED9,6339,663-300%$329.0K$313.0K-$16.0K2026-10-16
Crestwood Advisors Group, LLC
DECREASED9,3759,380-50%$338.9K$305.9K-$33.0K2026-10-27
Wedgewood Investors Inc
UNCHANGED9,3449,34400%$337.6K$304.9K-$32.7K2026-10-28
Integrity Alliance, Llc.
DECREASED9,32610,053-727-7%$363.2K$304.3K-$58.9K2026-10-29
Crescent Grove Advisors, LLC
DECREASED9,2649,716-452-5%$351.0K$302.3K-$48.8K2026-10-21
Veery Capital, LLC
INCREASED9,1779,158+19+0%$330.9K$299.5K-$31.4K2026-10-07
Emergent Wealth Advisors, LLC
DECREASED9,1449,165-210%$328.9K$298.4K-$30.5K2026-10-09
Palisade Asset Management, LLC
UNCHANGED9,1409,14000%$330.2K$298.2K-$32.0K2026-11-03
Flagship Capital Management Inc.
DECREASED9,1319,415-284-3%$340.2K$298.0K-$42.2K2026-10-20
Flower City Capital
UNCHANGED9,1139,11300%$329.3K$297.4K-$31.9K2026-10-15
Obermeyer Wealth Partners
INCREASED9,1088,960+148+2%$323.7K$297.2K-$26.5K2026-10-21
Wrenne Financial Planning LLC
DECREASED9,1059,107-20%$329.0K$297.1K-$31.9K2026-10-30
Johnson Financial Group, LLC
DECREASED9,0989,177-79-1%$331.6K$296.9K-$34.7K2026-11-03
Spire Wealth Management
DECREASED8,94810,490-1,542-15%$379.0K$292.0K-$87.0K2026-10-30
Cathy Pareto & Associates, Inc
INCREASED8,9408,921+19+0%$322.3K$291.7K-$30.6K2026-10-15
Parkshore Wealth Management, Inc.
DECREASED8,9229,683-761-8%$349.8K$291.1K-$58.7K2026-10-13
DecisionMap Wealth Management, LLC
NEW8,861—+8,861——$289.1K—2026-10-29
Aafmaa Wealth Management & Trust LLC
UNCHANGED8,8508,85000%$319.8K$288.8K-$31.0K2026-10-14
High Probability Advisors, LLC
UNCHANGED8,8408,84000%$319.4K$288.5K-$30.9K2026-10-19
Capital Investment Counsel, LLC
DECREASED8,8198,850-310%$319.7K$287.8K-$32.0K2026-10-14
25 LLC
INCREASED8,8018,660+141+2%$312.9K$287.2K-$25.7K2026-10-13
Legacy Private Trust Co.
UNCHANGED8,7988,79800%$317.9K$287.1K-$30.8K2026-10-06
Private Management Group Inc
INCREASED8,7937,922+871+11%$286.2K$286.9K+$6942026-11-04
Triton Wealth Management, Pllc
INCREASED8,7908,787+3+0%$301.5K$293.2K-$8.3K2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW8,642—+8,642——$282.0K—2026-10-29
Cascade Investment Advisors, Inc.
UNCHANGED8,6188,61800%$311.4K$281.2K-$30.2K2026-11-02
First Pacific Financial
INCREASED8,6018,575+26+0%$309.8K$280.7K-$29.2K2026-10-14
Bestgate Wealth Advisors, LLC
NEW8,579—+8,579——$279.9K—2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED8,5768,557+19+0%$309.1K$279.8K-$29.3K2026-10-14
Lincoln Capital Corp
UNCHANGED8,4858,48500%$306.6K$276.9K-$29.7K2026-10-13
Highland Capital Management, LLC
UNCHANGED8,4858,48500%$306.6K$276.9K-$29.7K2026-10-26
South Shore Capital Advisors
INCREASED8,4818,335+146+2%$301.1K$276.7K-$24.4K2026-10-20
Highline Wealth Partners LLC
DECREASED8,4458,701-256-3%$314.4K$275.6K-$38.8K2026-10-19
Legacy Financial Group, Inc.
NEW8,427—+8,427——$275.0K—2026-10-21
Horizons Wealth Management
NEW8,410—+8,410——$274.4K—2026-10-05
Simon Quick Advisors, LLC
INCREASED8,4058,381+24+0%$302.8K$274.3K-$28.6K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED8,3445,692+2,652+47%$205.6K$272.2K+$66.6K2026-10-23
Colton Groome Financial Advisors, LLC
UNCHANGED8,3118,31100%$300.3K$271.2K-$29.1K2026-10-06
Robinswood Financial LLC
INCREASED8,2408,239+1+0%$297.7K$264.3K-$33.4K2026-10-20
Pacific Park Financial, Inc.
DECREASED8,22711,685-3,458-30%$422.2K$268.4K-$153.7K2026-10-13
Trek Financial, LLC
INCREASED8,1847,052+1,132+16%$254.8K$267.0K+$12.3K2026-10-29
Private Client Services, LLC
INCREASED8,1558,134+21+0%$293.9K$266.1K-$27.8K2026-10-02
Biltmore Family Office, LLC
UNCHANGED8,1488,14800%$294.4K$265.9K-$28.5K2026-11-03
Mitchell Capital Management Co
INCREASED8,1227,775+347+4%$280.9K$265.0K-$15.9K2026-10-29
Compass Ion Advisors, LLC
UNCHANGED8,1148,11400%$293.2K$264.8K-$28.4K2026-10-23
Nottingham Advisors, Inc.
UNCHANGED8,0678,06700%$273.2K$264.4K-$8.9K2026-10-29
Ascentis Independent Advisors
INCREASED8,065336+7,729+2300%$12.1K$263.2K+$251.0K2026-11-03
Fusion Capital, LLC
DECREASED8,0638,640-577-7%$312.2K$263.1K-$49.1K2026-10-28
Fairway Wealth LLC
INCREASED8,0508,042+8+0%$290.6K$262.7K-$27.9K2026-10-30
Breakwater Investment Management
INCREASED8,046386+7,660+1984%$13.9K$262.5K+$248.6K2026-10-20
Golden Bell Financial Planning LLC
UNCHANGED8,0458,04500%$290.7K$262.5K-$28.2K2026-11-02
Fairway Financial, LLC
DECREASED7,98617,945-9,959-55%$648.4K$260.6K-$387.8K2026-10-20
North Star Investment Management Corp.
INCREASED7,9597,677+282+4%$277.4K$259.7K-$17.7K2026-10-27
Ethic Inc.
NEW7,954—+7,954——$259.5K—2026-11-03
Heirloom Wealth Management
UNCHANGED7,9277,92700%$286.4K$258.6K-$27.7K2026-10-14
Grey Ledge Advisors, LLC
INCREASED7,9247,884+40+1%$284.9K$258.6K-$26.3K2026-11-02
Certuity, LLC
NEW7,884—+7,884——$257.2K—2026-11-02
Keybank National Association
DECREASED7,8848,152-268-3%$294.5K$257.3K-$37.3K2026-11-04
Continuum Wealth Advisors, LLC
DECREASED7,76418,064-10,300-57%$652.7K$253.3K-$399.3K2026-10-20
M Holdings Securities, Inc.
NEW7,727—+7,727——$252—2026-11-03
ADE, LLC
UNCHANGED7,7157,71500%$278.7K$251.7K-$27.0K2026-10-29
Westco Advisory Services Inc
UNCHANGED7,6677,66700%$277.0K$250.2K-$26.8K2026-10-14
Hidden Cove Wealth Management, LLC
UNCHANGED7,6467,64600%$276.3K$249.5K-$26.8K2026-10-19
Investment Planning Advisors, Inc.
UNCHANGED7,6377,63700%$275.9K$249.2K-$26.7K2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED7,5917,59100%$274.3K$247.7K-$26.6K2026-10-26
Unify Financial Advisors
UNCHANGED7,5617,56100%$273.2K$246.7K-$26.5K2026-11-03
Buska Wealth Management, LLC
DECREASED7,55523,153-15,598-67%$836.5K$246.5K-$590.0K2026-10-08
Essex Bank
UNCHANGED7,5447,54400%$272.6K$246.2K-$26.4K2026-10-16
Appalachian Capital Management Ltd
INCREASED7,5277,504+23+0%$271.1K$245.6K-$25.5K2026-10-14
Accredited Investors Inc.
INCREASED7,5127,508+4+0%$271.3K$245.1K-$26.1K2026-11-03
Apollon Financial, LLC
DECREASED7,4607,884-424-5%$284.8K$243.4K-$41.4K2026-10-23
One Advisory Partners, LLC
UNCHANGED7,4147,41400%$267.9K$241.9K-$26.0K2026-10-22
Clarity Wealth Advisors, LLC
UNCHANGED7,4117,41100%$267.8K$241.8K-$25.9K2026-10-21
Total Investment Management Inc
INCREASED7,3297,316+13+0%$245.5K$239.2K-$6.4K2026-10-22
PTM Wealth Management, LLC
INCREASED7,2857,263+22+0%$246.4K$241.1K-$5.3K2026-10-23
Guardian Wealth Advisors, LLC
INCREASED7,2837,265+18+0%$262.5K$240.6K-$21.9K2026-10-30
Capital Asset Advisory Services LLC
NEW7,189—+7,189——$234.9K—2026-10-30
Grey Fox Wealth Advisors, LLC
INCREASED7,1496,050+1,099+18%$218.6K$233.3K+$14.7K2026-11-03
Diversified Portfolios, Inc.
UNCHANGED7,1327,13200%$257.7K$232.7K-$25.0K2026-11-04
VestGen Advisors, LLC
DECREASED7,0997,231-132-2%$261.3K$231.7K-$29.6K2026-10-27
New England Private Wealth Advisors LLC
INCREASED7,0857,083+2+0%$240.3K$231.2K-$9.1K2026-10-19
Kellett Wealth Advisors, LLC
NEW6,970—+6,970——$227.4K—2026-10-15
Client 1ST Advisory Group, LLC
DECREASED6,9508,878-1,928-22%$320.8K$226.8K-$94.0K2026-10-19
Radnor Capital Management, LLC
UNCHANGED6,7126,71200%$242.5K$219.0K-$23.5K2026-10-23
Midwest Financial Partners Investments, Inc.
UNCHANGED6,6586,65800%$240.6K$217.3K-$23.3K2026-10-08
Financial Futures Ltd Liability Co.
UNCHANGED6,5356,53500%$236.1K$213.2K-$22.9K2026-10-13
Skyline Advisors, Inc.
INCREASED6,5346,527+7+0%$235.8K$213.2K-$22.6K2026-11-03
Meridian Investment Counsel Inc.
INCREASED6,5056,501+4+0%$234.9K$212.2K-$22.6K2026-10-14
Lionshead Wealth Management, LLC
UNCHANGED6,4896,48900%$234.5K$211.7K-$22.7K2026-10-21
Carmel Capital Management L.L.C.
UNCHANGED6,4566,45600%$233.3K$210.7K-$22.6K2026-10-30
RAM Investment Partners, LLC
NEW6,455—+6,455——$210.6K—2026-10-21
Chapin Davis, Inc.
INCREASED6,4405,728+712+12%$207.0K$210.1K+$3.2K2026-10-09
Grant Private Wealth Management Inc
DECREASED6,4007,200-800-11%$260.1K$208.8K-$51.3K2026-10-19
Financial Advisory Corp
INCREASED6,3476,339+8+0%$229.0K$207.1K-$21.9K2026-10-14
Richardson Capital Management LLC
INCREASED6,3416,297+44+1%$227.5K$206.9K-$20.6K2026-10-23
Mainsail Financial Group, LLC
UNCHANGED6,2646,26400%$226.3K$204.4K-$21.9K2026-10-23
Squire Investment Management Company, LLC
DECREASED6,2467,250-1,004-14%$261.9K$203.8K-$58.1K2026-11-03
Canvas Wealth Advisors, LLC
DECREASED6,2296,287-58-1%$227.1K$208.8K-$18.4K2026-11-02
Uptick Partners, LLC
DECREASED6,2286,270-42-1%$226.6K$203.2K-$23.3K2026-11-04
Verdence Capital Advisors LLC
NEW6,218—+6,218——$202.9K—2026-10-26
Forza Wealth Management, LLC
UNCHANGED6,1976,19700%$223.9K$202.2K-$21.7K2026-10-20
BXM Wealth LLC
UNCHANGED6,1836,18300%$223.4K$201.8K-$21.6K2026-11-03
Core Wealth Partners LLC
INCREASED6,1515,641+510+9%$203.8K$200.7K-$3.1K2026-11-02
Financial Planning Navigators Corp
DECREASED6,1426,303-161-3%$227.7K$200.4K-$27.3K2026-10-14
WealthBridge Capital Management, LLC
UNCHANGED6,1426,14200%$221.9K$200.4K-$21.5K2026-10-16
TME Financial, Inc.
DECREASED6,1326,167-35-1%$222.8K$200.1K-$22.7K2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED6,1106,11000%$220.8K$199.4K-$21.4K2026-10-27
WPG Advisers, LLC
DECREASED5,8567,566-1,710-23%$273.4K$191.1K-$82.3K2026-10-27
Burk Holdings LLC
DECREASED5,6415,650-90%$204.1K$184.1K-$20.1K2026-11-05
Advantage Trust Co
UNCHANGED5,6205,62000%$203.1K$183.4K-$19.7K2026-10-19
Avion Wealth
INCREASED5,5294,617+912+20%$166.0K$180-$165.8K2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED5,4215,42100%$195.9K$176.9K-$19.0K2026-11-04
Tounjian Advisory Partners, LLC
INCREASED5,1825,166+16+0%$186.6K$169.1K-$17.6K2026-11-04
Key FInancial Inc
UNCHANGED5,1715,17100%$186.8K$168.7K-$18.1K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED5,1175,804-687-12%$209.7K$167.0K-$42.7K2026-10-21
DecisionPoint Financial, LLC
UNCHANGED5,0375,03700%$179.4K$165.1K-$14.4K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED5,0005,00000%$180.7K$163.2K-$17.5K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED4,9824,98200%$180.0K$162.6K-$17.4K2026-10-07
Thompson Investment Management, Inc.
UNCHANGED4,8444,84400%$175.0K$158.1K-$17.0K2026-10-14
Cullen T Bankers, Inc.
INCREASED4,8332,318+2,515+109%$83.8K$157.7K+$74.0K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED4,7804,78000%$172.7K$156.0K-$16.7K2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED4,5304,53000%$163.7K$147.8K-$15.9K2026-10-19
Hurley Capital, LLC
INCREASED4,5204,518+2+0%$163.2K$147.5K-$15.7K2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED4,2884,28800%$154.9K$139.9K-$15.0K2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED4,2484,24800%$153.5K$138.6K-$14.9K2026-10-27
Bank of New Hampshire
UNCHANGED4,1734,17300%$150.8K$136.2K-$14.6K2026-10-06
Balance Wealth Partners LLC
NEW3,926—+3,926——$128.1K—2026-10-27
Caldwell Trust Co
UNCHANGED3,8273,82700%$138.3K$124.9K-$13.4K2026-10-30
Bokf, NA
INCREASED3,52424+3,500+14583%$867$115.0K+$114.1K2026-10-27
NBZ Investment Advisors LLC
UNCHANGED3,3683,36800%$121.7K$109.9K-$11.8K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED3,2923,29200%$118.9K$107.4K-$11.5K2026-10-13
TFC Financial Management, Inc.
INCREASED3,2673,257+10+0%$117.7K$106.6K-$11.1K2026-10-26
Rydar Equities, Inc.
NEW3,153—+3,153——$102.8K—2026-10-13
Kozak & Associates, Inc.
INCREASED3,1183,109+9+0%$110.7K$103.4K-$7.3K2026-10-29
Fairman Group, LLC
INCREASED3,0022,999+3+0%$108.3K$97.9K-$10.4K2026-10-26
SJS Investment Consulting Inc.
UNCHANGED2,9522,95200%$106.7K$96.3K-$10.3K2026-10-26
Westside Investment Management, Inc.
UNCHANGED2,7962,79600%$101.0K$91.2K-$9.8K2026-11-02
Mogy Joel R Investment Counsel Inc
INCREASED2,7732,398+375+16%$86.6K$90.5K+$3.8K2026-10-13
Contravisory Investment Management, Inc.
UNCHANGED2,7302,73000%$98.6K$89.1K-$9.6K2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED2,7212,606+115+4%$94.2K$88.8K-$5.4K2026-10-15
Versant Capital Management, Inc
UNCHANGED2,6802,68000%$96.8K$87.5K-$9.4K2026-10-02
Barrett & Company, Inc.
UNCHANGED2,6622,66200%$96.2K$86.9K-$9.3K2026-10-22
Pflug Koory, LLC
INCREASED2,6582,654+4+0%$95.9K$86.7K-$9.2K2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED2,5082,50800%$90.6K$81.8K-$8.8K2026-10-30
Edgemoor Investment Advisors, Inc.
NEW2,418—+2,418——$78.9K—2026-11-03
Chapman Financial Group, LLC
UNCHANGED2,4162,41600%$87.3K$78.8K-$8.5K2026-10-26
Gables Capital Management Inc.
UNCHANGED2,3242,32400%$84.0K$75.8K-$8.1K2026-11-04
Nova Financial LLC
NEW2,305—+2,305——$75.2K—2026-11-04
Lodestone Wealth Management LLC
INCREASED2,2852,284+1+0%$82.5K$74.5K-$8.0K2026-10-14
Blume Capital Management, Inc.
UNCHANGED2,2322,23200%$80.6K$72.8K-$7.8K2026-10-26
Harbor Asset Planning, Inc.
INCREASED2,1992,192+7+0%$79.2K$71.7K-$7.5K2026-10-23
Costello Asset Management, Inc
INCREASED2,1872,186+1+0%$79.0K$71.4K-$7.6K2026-10-30
Bfsg, LLC
DECREASED2,1732,793-620-22%$100.9K$70.9K-$30.0K2026-10-30
Frankly Finances, LLC
UNCHANGED2,1682,16800%$78.3K$70.7K-$7.6K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED2,0601,839+221+12%$66.4K$67.2K+$7742026-10-27
Armstrong Advisory Group, Inc
INCREASED2,049410+1,639+400%$14.8K$66.8K+$52.0K2026-10-09
Activest Wealth Management
INCREASED1,9571,951+6+0%$70.5K$63.9K-$6.6K2026-10-15
First Community Trust NA
UNCHANGED1,8851,88500%$68.1K$61.5K-$6.6K2026-10-07
Evolution Wealth Management Inc.
INCREASED1,866738+1,128+153%$26.7K$60.9K+$34.2K2026-10-28
Prudent Man Investment Management, Inc.
NEW1,761—+1,761——$57.5K—2026-11-03
Gamma Investing LLC
UNCHANGED1,7091,70900%$61.8K$55.8K-$6.0K2026-10-08
PDS Planning, Inc
INCREASED1,6901,034+656+63%$37.4K$55.1K+$17.8K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,6751,67500%$60.5K$54.7K-$5.9K2026-10-23
Tompkins Financial Corp
INCREASED1,6711,577+94+6%$57.0K$54.5K-$2.5K2026-10-05
Aspect Partners, LLC
UNCHANGED1,6001,60000%$57.8K$52.2K-$5.6K2026-10-20
James T. Borello RIA
UNCHANGED1,4941,49400%$54.0K$48.7K-$5.2K2026-10-16
Silver Grove Financial Group, Inc.
DECREASED1,4492,654-1,205-45%$95.9K$47.3K-$48.6K2026-11-05
Key Capital Management, Inc
UNCHANGED1,4141,41400%$51.1K$46.1K-$4.9K2026-11-03
First Horizon Corp
UNCHANGED1,3941,39400%$50.4K$45.5K-$4.9K2026-10-26
Adirondack Trust Co
DECREASED1,2741,380-106-8%$49.9K$41.6K-$8.3K2026-10-14
Morling Financial Advisors, LLC
INCREASED1,2671,201+66+6%$43.4K$41.3K-$2.1K2026-10-28
Wealth Analytics Partners, LLC
NEW1,192—+1,192——$38.9K—2026-10-19
Markowski Investments
INCREASED1,172936+236+25%$33.8K$38.2K+$4.4K2026-10-30
Cornerstone National Bank & Trust Co
UNCHANGED1,1701,17000%$41.7K$38.3K-$3.3K2026-10-20
Hoey Investments, Inc
UNCHANGED1,1571,15700%$41.8K$37.8K-$4.1K2026-10-29
Sima Wealth Partners, LLC
INCREASED1,1451,129+16+1%$40.8K$37.4K-$3.4K2026-10-19
Angeles Wealth Management, LLC
DECREASED1,1151,527-412-27%$55.2K$36.4K-$18.8K2026-10-26
Hamilton Point Investment Advisors, LLC
UNCHANGED1,0641,06400%$38.4K$34.7K-$3.7K2026-11-03
Main Street Group, LTD
UNCHANGED1,0551,05500%$38.1K$34.4K-$3.7K2026-10-28
McCarley & Cook Financial Planners
UNCHANGED1,0251,02500%$37.0K$33.4K-$3.6K2026-10-21
Putney Financial Group LLC
NEW1,016—+1,016——$33.2K—2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0001,00000%$36.1K$32.6K-$3.5K2026-10-20
Align Financial, LLC
INCREASED996494+502+102%$17.8K$32.5K+$14.7K2026-10-16
Salomon & Ludwin, LLC
DECREASED9581,022-64-6%$36.4K$31.3K-$5.1K2026-10-29
Mosley Wealth Management
UNCHANGED95395300%$34.4K$31.0K-$3.5K2026-10-16
Mcdonald Partners LLC
UNCHANGED91691600%$33.1K$29.9K-$3.2K2026-11-03
PFS Partners, LLC
UNCHANGED81881800%$29.6K$26.7K-$2.9K2026-10-21
Keystone Financial Group, Inc.
INCREASED792790+2+0%$28.5K$25.8K-$2.7K2026-10-13
Maryland Capital Advisors Inc.
INCREASED773772+1+0%$27.9K$25.2K-$2.7K2026-10-15
Roxbury Financial LLC
UNCHANGED77077000%$27.8K$25.1K-$2.7K2026-10-01
Essential Investment Partners LLC
NEW748—+748——$24.4K—2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED743734+9+1%$26.5K$24.2K-$2.3K2026-10-26
Pacifica Partners Inc.
UNCHANGED64864800%$22.6K$21.2K-$1.4K2026-10-09
High Note Wealth, LLC
UNCHANGED63263200%$22.8K$20.6K-$2.2K2026-10-27
Alpine Bank Wealth Management
NEW600—+600——$19.6K—2026-10-16
Hilton Head Capital Partners, LLC
UNCHANGED59659600%$21.5K$19.4K-$2.1K2026-10-23
First Financial Corp
UNCHANGED59659600%$21.5K$19.4K-$2.1K2026-10-13
Godsey & Gibb, Inc
UNCHANGED58558500%$21.1K$19.1K-$2.0K2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED56256200%$20.3K$18.3K-$2.0K2026-10-21
Buck Wealth Strategies, LLC
INCREASED532531+1+0%$19.2K$17.4K-$1.8K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED5273,566-3,039-85%$128.8K$17.2K-$111.6K2026-10-30
Jnba Financial Advisors
UNCHANGED50050000%$18.1K$16.3K-$1.8K2026-11-03
Triumph Capital Management
INCREASED469468+1+0%$16.9K$15.3K-$1.6K2026-10-14
Wagner Wealth Management, LLC
DECREASED423432-9-2%$15.6K$13.8K-$1.8K2026-10-21
Latitude Advisors, LLC
NEW412—+412——$13.5K—2026-10-27
Livelsberger Financial Advisory
NEW396—+396——$12.9K—2026-10-28
Archer Investment Corp
INCREASED395393+2+1%$14.2K$12.9K-$1.3K2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED38438400%$13.9K$12.5K-$1.3K2026-10-15
Team Financial Group, LLC
NEW381—+381——$12.4K—2026-10-30
Whipplewood Advisors, LLC
UNCHANGED36736700%$13.3K$12.0K-$1.3K2026-10-20
American National Bank & Trust
UNCHANGED36636600%$13.2K$11.9K-$1.3K2026-10-07
Horrell Capital Management, Inc.
UNCHANGED35235200%$12.7K$11.5K-$1.2K2026-10-08
Creative Capital Management Investments LLC
INCREASED346214+132+62%$7.7K$11.3K+$3.6K2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED32632600%$11.8K$10.7K-$1.1K2026-10-21
Eastern Bank
NEW319—+319——$10.4K—2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED31453+261+492%$1.9K$10.4K+$8.5K2026-11-04
Signature Equity Partners, LLC
INCREASED29895+203+214%$3.4K$9.7K+$6.3K2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED28028000%$10.1K$9.1K-$9802026-10-16
Maseco LLP
UNCHANGED22222200%$8.0K$7.2K-$7852026-10-27
Compass Wealth Management LLC
NEW212—+212——$6.9K—2026-10-22
Midwest Capital Advisors, LLC
UNCHANGED21221200%$7.7K$6.9K-$7202026-11-04
Financial Perspectives, Inc
UNCHANGED20420400%$7.4K$6.7K-$6922026-11-03
CX Institutional
NEW200—+200——$7—2026-10-02
Independence Bank of Kentucky
UNCHANGED20020000%$7.2K$6.5K-$7002026-10-26
Noble Wealth Management PBC
UNCHANGED20020000%$7.2K$6.5K-$7002026-10-01
Trust Co of Toledo NA
UNCHANGED19619600%$7.1K$6.4K-$6862026-10-16
Vermillion Wealth Management, Inc.
DECREASED1847,621-7,437-98%$275.3K$6.0K-$269.3K2026-10-26
Albion Financial Group
UNCHANGED18218200%$6.6K$6.0K-$6292026-10-21
Atmos Advisory, LLC
UNCHANGED18118100%$6.5K$5.9K-$6342026-10-06
Nemes Rush Group LLC
NEW177—+177——$5.8K—2026-11-04
Balentine LLC
NEW176—+176——$5.7K—2026-11-03
Nfsg Corp
NEW159—+159——$5.2K—2026-10-15
Next Level Wealth Planning, LLC
NEW156—+156——$5.1K—2026-10-29
Montgomery Financial Services LLC
NEW151—+151——$4.9K—2026-11-03
City State Bank
UNCHANGED15015000%$5.4K$4.9K-$5252026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED13713700%$5.0K$4.5K-$4792026-10-16
Kingdom Financial Group Llc.
NEW119—+119——$3.9K—2026-11-04
Wolff Wiese Magana LLC
UNCHANGED10210200%$3.7K$3.3K-$3462026-10-15
EPG Wealth Management LLC
UNCHANGED969600%$3.5K$3.1K-$3362026-11-03
RHL Group, LLC
UNCHANGED959500%$3.4K$3.1K-$3192026-11-04
Hanson & Doremus Investment Management
UNCHANGED767600%$3$2-$12026-10-16
Financial Management Professionals, Inc.
UNCHANGED727200%$2.6K$2.3K-$2522026-10-23
Beacon Financial Strategies Corp
UNCHANGED606000%$2.2K$2.0K-$2102026-10-14
Hazlett, Burt & Watson, Inc.
UNCHANGED595900%$2$2$02026-11-04
Owl Creek Wealth Partners LLC
NEW58—+58——$1.9K—2026-10-20
Gen-Wealth Partners Inc
NEW52—+52——$1.7K—2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED525200%$1.9K$1.7K-$1822026-10-06
Clayton Financial Group LLC
NEW48—+48——$1.6K—2026-10-13
Wilkerson Advisory Group LLC
INCREASED4847+1+2%$1.7K$1.6K-$1612026-10-20
Insight Inv LLC
INCREASED4536+9+25%$1.3K$1.5K+$1622026-10-27
Beacon Capital Management, Inc.
UNCHANGED404000%$1.4K$1.3K-$1402026-10-13
Mainstream Capital Management LLC
NEW34—+34——$1.1K—2026-10-23
Cordgrass Capital Advisors, LLC
UNCHANGED232300%$831$750-$812026-10-30
Planning Strategies Inc.
DECREASED20112-92-82%$4.0K$653-$3.4K2026-10-02
Eukles Asset Management
UNCHANGED171700%$614$555-$592026-11-04
Trust Co
INCREASED1311+2+18%$397$440+$432026-10-09
Strategic Advocates LLC
UNCHANGED101000%$365$326-$392026-11-03
POM Investment Strategies, LLC
NEW1—+1——$26—2026-10-20
Foster Victor Wealth Advisors, LLC
CLOSED0116,340-116,340-100%$4.0M$0-$4.0M2026-10-21
Robertson Stephens Wealth Management, LLC
CLOSED075,514-75,514-100%$2.7M$0-$2.7M2026-10-16
Scarborough Advisors, LLC
CLOSED036,034-36,034-100%$1.3M$0-$1.3M2026-10-16
Strategic Equity Management
CLOSED021,556-21,556-100%$778.8K$0-$778.8K2026-11-04
Worth Asset Management, LLC
CLOSED016,669-16,669-100%$602.2K$0-$602.2K2026-10-07
Pacific Excel Wealth Advisors, Inc.
CLOSED015,853-15,853-100%$572.8K$0-$572.8K2026-10-27
Boyum Wealth Architects LLC
CLOSED015,037-15,037-100%$516.1K$0-$516.1K2026-10-06
Capital Planning LLC
CLOSED013,261-13,261-100%$479.1K$0-$479.1K2026-10-09
MCF Advisors LLC
CLOSED010,983-10,983-100%$396.8K$0-$396.8K2026-10-28
Breachway Investments LLC
CLOSED07,958-7,958-100%$287.5K$0-$287.5K2026-10-19
Associated Banc-Corp
CLOSED06,892-6,892-100%$249.0K$0-$249.0K2026-10-30
Elevation Point Wealth Partners, LLC
CLOSED06,723-6,723-100%$242.9K$0-$242.9K2026-11-05
Strategic Blueprint, LLC
CLOSED06,625-6,625-100%$239.4K$0-$239.4K2026-10-22
Park Capital Management, LLC / WI
CLOSED06,618-6,618-100%$239.1K$0-$239.1K2026-10-13
Hartline Investment Corp/
CLOSED06,144-6,144-100%$222.0K$0-$222.0K2026-10-29
Scratch Capital LLC
CLOSED06,118-6,118-100%$221.0K$0-$221.0K2026-11-02
Atlas Wealth Partners, LLC
CLOSED06,093-6,093-100%$220.1K$0-$220.1K2026-11-03
Copper Harbor Investment Advisors, LLC
CLOSED06,083-6,083-100%$219.8K$0-$219.8K2026-10-16
Aerodigm Wealth, LLC
CLOSED06,041-6,041-100%$218.3K$0-$218.3K2026-10-16
Mission Financial Group, LLC
CLOSED06,024-6,024-100%$217.7K$0-$217.7K2026-10-21
Nilsine Partners, LLC
CLOSED05,981-5,981-100%$216.1K$0-$216.1K2026-11-02
Aull & Monroe Investment Management Corp
CLOSED05,977-5,977-100%$215.9K$0-$215.9K2026-10-16
Livet Wealth, LLC
CLOSED05,952-5,952-100%$215.1K$0-$215.1K2026-10-27
Taylor & Morgan Wealth Management, LLC
CLOSED05,939-5,939-100%$214.6K$0-$214.6K2026-10-09
Greenspring Advisors, LLC
CLOSED05,928-5,928-100%$214.2K$0-$214.2K2026-11-05
Independent Wealth Network Inc.
CLOSED05,927-5,927-100%$214.1K$0-$214.1K2026-10-19
Soltis Investment Advisors LLC
CLOSED05,820-5,820-100%$210.3K$0-$210.3K2026-10-28
Oppenheimer & Co Inc
CLOSED05,780-5,780-100%$208.8K$0-$208.8K2026-10-26
WealthPLAN Partners, LLC
CLOSED05,682-5,682-100%$205.3K$0-$205.3K2026-10-15
Grant Street Asset Management, Inc.
CLOSED05,680-5,680-100%$205.2K$0-$205.2K2026-10-26
Vanguard Capital Wealth Advisors
CLOSED05,680-5,680-100%$205.2K$0-$205.2K2026-10-16
Sachem Hill LLC
CLOSED05,552-5,552-100%$200.6K$0-$200.6K2026-10-14
Bellecapital International Ltd.
CLOSED03,297-3,297-100%$119.1K$0-$119.1K2026-10-21
Tucker Asset Management LLC
CLOSED03,022-3,022-100%$109.2K$0-$109.2K2026-10-29
Country Trust Bank
CLOSED02,195-2,195-100%$79.3K$0-$79.3K2026-10-30
Brooklyn FI, LLC
CLOSED01,834-1,834-100%$63.2K$0-$63.2K2026-11-05
International Assets Investment Management, LLC
CLOSED01,309-1,309-100%$46.6K$0-$46.6K2026-11-02
Islay Capital Management, LLC
CLOSED0900-900-100%$32.5K$0-$32.5K2026-10-20
Tsfg, LLC
CLOSED0810-810-100%$29.0K$0-$29.0K2026-10-23
Simplex Trading, LLC
CLOSED0558-558-100%$20.2K$0-$20.2K2026-11-04
CrossGen Wealth, LLC
CLOSED0524-524-100%$18.9K$0-$18.9K2026-10-30
Midway Capital Research & Management
CLOSED0522-522-100%$18.9K$0-$18.9K2026-10-20
True Wealth Design, LLC
CLOSED076-76-100%$2.7K$0-$2.7K2026-10-13
Solstein Capital, LLC
CLOSED072-72-100%$2.6K$0-$2.6K2026-11-02
Decker Retirement Planning Inc.
CLOSED038-38-100%$1.4K$0-$1.4K2026-10-19
NorthAvenue LLC
CLOSED07-7-100%$253$0-$2532026-10-29
Blueline Advisors LLC
UNCHANGED000—$10$9-$12026-10-15
Empower Advisory Group, LLC
N/A—37,697,754-37,697,754-100%$1.4B———
SEI Investments Co
N/A—13,908,960-13,908,960-100%$502.5M———
Bank of America Corp
N/A—13,753,548-13,753,548-100%$496.9M———
Northwestern Mutual Wealth Management Co
N/A—6,100,987-6,100,987-100%$220.4M———
UBS Group AG
N/A—5,171,149-5,171,149-100%$186.8M———
Financial Engines Advisors L.L.C.
N/A—4,190,988-4,190,988-100%$151.4M———
Cerity Partners LLC
N/A—4,000,364-4,000,364-100%$136.2M———
Advisory Alpha, LLC
N/A—3,796,240-3,796,240-100%$137.2M———
Mariner, LLC
N/A—3,288,410-3,288,410-100%$118.8M———
Savant Capital, LLC
N/A—2,917,095-2,917,095-100%$95.0M———
LPL Financial LLC
N/A—2,640,354-2,640,354-100%$95.4M———
Jones Financial Companies Lllp
N/A—2,113,728-2,113,728-100%$75.2M———
Moneta Group Investment Advisors LLC
N/A—2,090,236-2,090,236-100%$75.5M———
Mercer Global Advisors Inc
N/A—2,030,619-2,030,619-100%$73.4M———
Osaic Holdings, Inc.
N/A—1,900,593-1,900,593-100%$68.7M———
Betterment LLC
N/A—1,753,579-1,753,579-100%$63.4M———
Envestnet Asset Management Inc
N/A—1,675,695-1,675,695-100%$60.5M———
Focus Partners Wealth
N/A—1,667,957-1,667,957-100%$60.3M———
HighTower Advisors, LLC
N/A—1,621,568-1,621,568-100%$58.6M———
Morgan Stanley
N/A—1,598,877-1,598,877-100%$57.8M———
Cetera Investment Advisers
N/A—1,329,913-1,329,913-100%$48.0M———
State Farm Mutual Automobile Insurance Co
N/A—1,313,111-1,313,111-100%$47.4M———
Captrust Financial Advisors
N/A—1,142,727-1,142,727-100%$41.3M———
Johnson Investment Counsel Inc
N/A—1,133,550-1,133,550-100%$41.0M———
Beacon Pointe Advisors, LLC
N/A—997,223-997,223-100%$36.0M———
Klingenstein Fields & Co LP
N/A—991,435-991,435-100%$35.8M———
ForthRight Wealth Management, LLC
N/A—942,364-942,364-100%$34.0M———
Raymond James Financial Inc
N/A—935,401-935,401-100%$33.8M———
Merit Financial Group, LLC
N/A—874,953-874,953-100%$31.6M———
Wells Fargo & Company
N/A—869,757-869,757-100%$31.4M———
Goldman Sachs Group Inc
N/A—830,684-830,684-100%$30.0M———
Susquehanna International Group, LLP
N/A—782,025-782,025-100%$28.3M———
Joule Financial, LLC
N/A—776,769-776,769-100%$28.1M———
Ascension Capital Advisors, Inc.
N/A—703,738-703,738-100%$25.4M———
Waterford Advisors, LLC
N/A—702,414-702,414-100%$25.4M———
Summit Wealth & Retirement Planning, Inc.
N/A—614,388-614,388-100%$22.2M———
Strategic Financial Planning, Inc.
N/A—605,509-605,509-100%$21.9M———
Clearwater Capital Advisors, LLC
N/A—602,201-602,201-100%$21.8M———
Main Street Financial Solutions, LLC
N/A—600,008-600,008-100%$21.7M———
Two Sigma Investments, LP
N/A—546,800-546,800-100%$19.8M———
Modern Wealth Management, LLC
N/A—538,864-538,864-100%$19.5M———
OneDigital Investment Advisors LLC
N/A—509,519-509,519-100%$18.4M———
JPMorgan Chase & Co
N/A—502,628-502,628-100%$17.9M———
IMA Advisory Services, Inc.
N/A—496,630-496,630-100%$17.9M———
MAI Capital Management
N/A—486,058-486,058-100%$17.6M———
Janney Montgomery Scott LLC
N/A—485,665-485,665-100%$17.5M———
HHM Wealth Advisors, LLC
N/A—479,778-479,778-100%$17.3M———
North Star Asset Management Inc
N/A—473,999-473,999-100%$17.1M———
AQR Capital Management LLC
N/A—465,595-465,595-100%$16.8M———
MML Investors Services, LLC
N/A—428,306-428,306-100%$15.5M———
FMR LLC
N/A—415,333-415,333-100%$15.0M———
US Bancorp \de\
N/A—410,907-410,907-100%$14.8M———
Royal Bank of Canada
N/A—407,942-407,942-100%$14.7M———
Tradition Wealth Management, LLC
N/A—405,312-405,312-100%$14.6M———
Lutz Financial Services LLC
N/A—390,473-390,473-100%$14.1M———
Waverly Advisors, LLC
N/A—382,496-382,496-100%$13.8M———
American Financial Advisors, LLC
N/A—374,988-374,988-100%$13.5M———
Fortis Capital Management LLC
N/A—361,238-361,238-100%$13.1M———
Texas Yale Capital Corp.
N/A—356,874-356,874-100%$12.9M———
Fort Point Capital Partners LLC
N/A—351,492-351,492-100%$12.7M———
Brand Asset Management Group, Inc.
N/A—332,664-332,664-100%$12.0M———
Wealthspire Advisors, LLC
N/A—324,106-324,106-100%$11.7M———
Integrated Wealth Concepts LLC
N/A—322,849-322,849-100%$11.7M———
Ameriprise Financial Inc
N/A—321,123-321,123-100%$11.6M———
Whittier Trust Co
N/A—312,988-312,988-100%$11.0M———
Morris Financial Concepts, Inc.
N/A—303,985-303,985-100%$11.0M———
Kavar Capital Partners Group, LLC
N/A—289,888-289,888-100%$10.5M———
Whittier Trust Co of Nevada Inc
N/A—287,497-287,497-100%$9.9M———
Bleakley Financial Group, LLC
N/A—283,871-283,871-100%$10.3M———
Stratos Wealth Advisors, LLC
N/A—278,772-278,772-100%$10.1M———
Sequoia Financial Advisors, LLC
N/A—276,893-276,893-100%$10.0M———
Arax Advisory Partners
N/A—275,290-275,290-100%$9.9M———
Stifel Financial Corp
N/A—257,952-257,952-100%$9.3M———
Quantinno Capital Management LP
N/A—255,494-255,494-100%$9.2M———
EP Wealth Advisors, LLC
N/A—251,236-251,236-100%$9.1M———
Curi Capital, LLC
N/A—251,074-251,074-100%$9.1M———
Tortoise Investment Management, LLC
N/A—249,627-249,627-100%$9.0M———
Athena Investment Management
N/A—249,377-249,377-100%$9.0M———
Meeder Advisory Services, Inc.
N/A—231,509-231,509-100%$8.4M———
Asset Management Group, Inc.
N/A—229,429-229,429-100%$8.3M———
United Capital Financial Advisors, LLC
N/A—224,430-224,430-100%$8.1M———
Bernard Wealth Management Corp.
N/A—221,529-221,529-100%$8.0M———
Allworth Financial LP
N/A—220,085-220,085-100%$8.0M———
Rockefeller Capital Management L.P.
N/A—213,700-213,700-100%$7.7M———
NWM Advisors, LLC
N/A—207,566-207,566-100%$7.5M———
Northern Trust Corp
N/A—205,455-205,455-100%$7.4M———
Ausdal Financial Partners, Inc.
N/A—190,466-190,466-100%$6.9M———
Natixis Advisors, LLC
N/A—188,888-188,888-100%$6.8M———
Nikulski Financial, Inc.
N/A—188,766-188,766-100%$6.8M———
BlackRock, Inc.
N/A—188,308-188,308-100%$6.8M———
Ballast Advisors LLC
N/A—185,570-185,570-100%$6.7M———
RWA Wealth Partners, LLC
N/A—185,116-185,116-100%$6.7M———
Meridian Management Co
N/A—184,212-184,212-100%$6.7M———
Wealthfront Advisers LLC
N/A—181,800-181,800-100%$6.6M———
Chesapeake Wealth Management
N/A—181,371-181,371-100%$6.6M———
Compound Planning, Inc.
N/A—178,805-178,805-100%$6.5M———
O'shaughnessy Asset Management, LLC
N/A—176,817-176,817-100%$6.4M———
Tower Research Capital LLC (TRC)
N/A—173,869-173,869-100%$6.3M———
Arbor Trust Wealth Advisors, LLC
N/A—167,203-167,203-100%$6.0M———
Anchor Investment Management, LLC
N/A—164,031-164,031-100%$5.9M———
NewEdge Advisors, LLC
N/A—163,063-163,063-100%$5.9M———
Fiduciary Financial Advisors
N/A—160,552-160,552-100%$5.8M———
PNC Financial Services Group, Inc.
N/A—159,276-159,276-100%$5.8M———
Cresset Asset Management, LLC
N/A—154,468-154,468-100%$5.6M———
Sanctuary Advisors, LLC
N/A—149,481-149,481-100%$5.4M———
World Investment Advisors
N/A—148,937-148,937-100%$4.4M———
Wealthspire Retirement, LLC
N/A—147,744-147,744-100%$5.3M———
Destination Wealth Management
N/A—140,723-140,723-100%$5.1M———
Cornerstone Advisors Asset Management, LLC
N/A—136,052-136,052-100%$4.9M———
Valmark Advisers, Inc.
N/A—129,475-129,475-100%$4.7M———
Community Bank, N.A.
N/A—120,701-120,701-100%$4.4M———
Broadleaf Partners, LLC
N/A—119,969-119,969-100%$4.3M———
Capital Analysts, LLC
N/A—117,399-117,399-100%$4.2M———
Aptus Capital Advisors, LLC
N/A—117,347-117,347-100%$4.2M———
Midwestern Financial, LLC
N/A—116,492-116,492-100%$4.2M———
Private Advisor Group, LLC
N/A—114,596-114,596-100%$4.1M———
Cahill Financial Advisors Inc
N/A—113,089-113,089-100%$4.1M———
Meramec Financial Planners, LLC
N/A—111,652-111,652-100%$3.8M———
HBK Sorce Advisory LLC
N/A—111,334-111,334-100%$3.9M———
Summit Financial, LLC
N/A—110,006-110,006-100%$4.0M———
Paces Ferry Wealth Advisors, LLC
N/A—108,339-108,339-100%$3.9M———
Next Capital Management LLC
N/A—107,520-107,520-100%$3.9M———
Lowe Brockenbrough & Co Inc
N/A—105,388-105,388-100%$3.8M———
Tidal Investments LLC
N/A—105,005-105,005-100%$3.8M———
IEQ Capital, LLC
N/A—103,998-103,998-100%$3.8M———
Phil A. Younker & Associates, Ltd.
N/A—103,747-103,747-100%$3.7M———
Element Wealth, LLC
N/A—102,907-102,907-100%$3.7M———
Blair William & Co
N/A—101,437-101,437-100%$3.7M———
Leavell Investment Management, Inc.
N/A—99,563-99,563-100%$3.6M———
Peapack Gladstone Financial Corp
N/A—99,361-99,361-100%$3.6M———
Game Plan Financial Advisors, LLC
N/A—95,931-95,931-100%$3.5M———
C M Bidwell & Associates LTD
N/A—95,573-95,573-100%$3.5M———
Focus Partners Advisor Solutions, LLC
N/A—91,905-91,905-100%$3.3M———
Panoramic Investment Advisors, LLC
N/A—90,195-90,195-100%$3.3M———
Centerpoint Advisors, LLC
N/A—90,000-90,000-100%$3.3M———
Sequent Planning LLC
N/A—89,561-89,561-100%$3.2M———
Range Advisory, LLC
N/A—89,337-89,337-100%$3.2M———
Equitable Holdings, Inc.
N/A—88,183-88,183-100%$3.2M———
Winthrop Capital Management, LLC
N/A—86,396-86,396-100%$3.1M———
Fifth Third Bancorp
N/A—86,068-86,068-100%$3.1M———
Flow Traders U.S. LLC
N/A—85,752-85,752-100%$3.1M———
Global Retirement Partners, LLC
N/A—84,976-84,976-100%$3.1M———
Caprock Group, LLC
N/A—84,579-84,579-100%$3.1M———
IF Advisors, LLC
N/A—83,149-83,149-100%$3.0M———
Savvy Advisors, Inc.
N/A—80,834-80,834-100%$2.9M———
Aspen Investment Management Inc
N/A—80,443-80,443-100%$2.9K———
Foundations Investment Advisors, LLC
N/A—80,270-80,270-100%$2.9M———
Larson Financial Group LLC
N/A—80,237-80,237-100%$2.9M———
Sage Financial Management Group, Inc.
N/A—79,042-79,042-100%$2.9M———
Bank of Montreal
N/A—77,093-77,093-100%$2.8M———
Clearstead Advisors, LLC
N/A—77,042-77,042-100%$2.8M———
HRT Financial LP
N/A—76,927-76,927-100%$2.8M———
CIBC Bancorp USA Inc.
N/A—75,428-75,428-100%$2.7M———
American Investment Services, Inc.
N/A—75,428-75,428-100%$2.7M———
ProVise Management Group, LLC
N/A—73,937-73,937-100%$2.7M———
Jacobs Equity LLC
N/A—72,854-72,854-100%$2.6M———
Elm Partners Management LLC
N/A—71,857-71,857-100%$2.6M———
Strategic Financial Concepts, LLC
N/A—71,066-71,066-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—70,653-70,653-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—69,656-69,656-100%$2.5M———
Compass Advisory Group LLC
N/A—69,355-69,355-100%$2.5M———
Leo H. Evart, Inc.
N/A—67,863-67,863-100%$2.5M———
Bartlett & Co. Wealth Management LLC
N/A—67,571-67,571-100%$2.4M———
VSM Wealth Advisory, LLC
N/A—67,453-67,453-100%$2.4M———
Oakwell Private Wealth Management, LLC
N/A—67,029-67,029-100%$2.4M———
Per Stirling Capital Management, Llc.
N/A—66,056-66,056-100%$2.4M———
Dakota Wealth Management
N/A—64,015-64,015-100%$2.3M———
WJ Financial Advisors LLC
N/A—63,801-63,801-100%$2.3M———
Vista Capital Partners, Inc.
N/A—63,743-63,743-100%$2.3M———
Atlas Capital Advisors Inc.
N/A—63,722-63,722-100%$2.3M———
Kelman-Lazarov, Inc.
N/A—62,142-62,142-100%$2.2M———
JMG Financial Group, Ltd.
N/A—60,291-60,291-100%$2.2M———
Mendel Capital Management LLC
N/A—58,861-58,861-100%$2.1M———
Kiley Juergens Wealth Management, LLC
N/A—58,797-58,797-100%$2.1M———
Advisory Services Network, LLC
N/A—58,526-58,526-100%$2.1M———
Naples Global Advisors, LLC
N/A—58,338-58,338-100%$2.1M———
&partners
N/A—57,154-57,154-100%$2.1M———
Bravias Capital Group, LLC
N/A—57,126-57,126-100%$2.1M———
Mission Creek Capital Partners, Inc.
N/A—56,538-56,538-100%$1.6M———
Pettyjohn, Wood & White, Inc
N/A—55,458-55,458-100%$2.0M———
Bouchey Financial Group, Ltd.
N/A—55,387-55,387-100%$2.0M———
Milestone Investment Advisors LLC
N/A—53,784-53,784-100%$1.9M———
Coldstream Capital Management Inc
N/A—53,537-53,537-100%$1.9M———
Spartan Wealth Advisory Services LLC
N/A—52,705-52,705-100%$1.9M———
HC Advisors, LLC
N/A—52,014-52,014-100%$1.9M———
Thrivent Financial for Lutherans
N/A—51,616-51,616-100%$1.9M———
Harbour Investments, Inc.
N/A—51,340-51,340-100%$1.9M———
Intellus Advisors LLC
N/A—51,303-51,303-100%$1.9M———
Dearborn Partners LLC
N/A—50,093-50,093-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—50,060-50,060-100%$1.8M———
Wiser Advisor Group LLC
N/A—49,261-49,261-100%$1.8M———
Passive Capital Management, Llc.
N/A—48,972-48,972-100%$1.4M———
Centaurus Financial, Inc.
N/A—48,047-48,047-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—47,423-47,423-100%$1.7M———
Laraway Financial Advisors Inc
N/A—47,114-47,114-100%$1.7M———
Aspen Grove Capital, LLC
N/A—46,574-46,574-100%$1.7M———
Wisconsin Capital Management LLC
N/A—45,600-45,600-100%$1.6M———
OneAscent Financial Services LLC
N/A—44,908-44,908-100%$1.6M———
Berkshire Asset Management LLC
N/A—44,588-44,588-100%$1.6M———
AE Wealth Management LLC
N/A—44,469-44,469-100%$1.6M———
Westmount Partners, LLC
N/A—44,124-44,124-100%$1.6M———
Pine Valley Investments Ltd Liability Co
N/A—43,173-43,173-100%$1.6M———
Coastwise Capital Group, LLC
N/A—42,900-42,900-100%$1.5M———
Donaldson Capital Management, LLC
N/A—42,859-42,859-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—42,333-42,333-100%$1.5M———
Money Concepts Capital Corp
N/A—42,306-42,306-100%$1.5M———
Jane Street Group, LLC
N/A—42,000-42,000-100%$1.5M———
Nwam LLC
N/A—41,835-41,835-100%$1.5M———
Pathstone Holdings, LLC
N/A—41,234-41,234-100%$1.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—40,235-40,235-100%$1.5M———
Apriem Advisors
N/A—39,836-39,836-100%$1.4M———
Cozad Asset Management Inc
N/A—37,985-37,985-100%$1.4M———
Wilson & Boucher Capital Management, LLC
N/A—37,744-37,744-100%$1.4M———
NorthRock Partners, LLC
N/A—37,258-37,258-100%$1.3M———
Roundview Capital LLC
N/A—36,301-36,301-100%$1.3M———
Prosperity Consulting Group, LLC
N/A—35,271-35,271-100%$1.3M———
Index Fund Advisors, Inc.
N/A—35,044-35,044-100%$1.3M———
Ritholtz Wealth Management
N/A—34,603-34,603-100%$1.3M———
Baird Financial Group, Inc.
N/A—34,306-34,306-100%$1.2M———
Seeds Investor LLC
N/A—34,029-34,029-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—33,707-33,707-100%$1.2M———
Parkwoods Wealth Partners, LLC
N/A—31,194-31,194-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—31,141-31,141-100%$1.1M———
IHT Wealth Management, LLC
N/A—30,579-30,579-100%$1.1M———
Brookwood Investment Group LLC
N/A—30,264-30,264-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—30,139-30,139-100%$1.1M———
Nuveen, LLC
N/A—30,132-30,132-100%$1.1M———
Warner Financial, Inc
N/A—29,866-29,866-100%$1.1M———
Red Door Wealth Management, LLC
N/A—29,832-29,832-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—29,684-29,684-100%$1.1M———
Summitpoint Capital Management
N/A—29,352-29,352-100%$1.1M———
CVA Family Office, LLC
N/A—29,333-29,333-100%$1.1M———
Vanguard Advisers Inc
N/A—29,144-29,144-100%$1.1M———
Storen Legacy Partners, LLC
N/A—28,668-28,668-100%$1.0M———
Zhang Financial LLC
N/A—27,814-27,814-100%$1.0M———
Hilltop Partners LLC
N/A—27,649-27,649-100%$998.9K———
Oarsman Capital, Inc.
N/A—27,470-27,470-100%$992.5K———
Level Four Advisory Services, LLC
N/A—27,356-27,356-100%$988.4K———
Hendershot Investments Inc.
N/A—25,950-25,950-100%$937.6K———
Aspire Capital Advisors LLC
N/A—25,071-25,071-100%$905.8K———
PFG Investments, LLC
N/A—24,700-24,700-100%$892.4K———
Eaton Financial Holdings Company, LLC
N/A—24,595-24,595-100%$888.6K———
RED Reef Advisors LLC
N/A—24,471-24,471-100%$884.2K———
XTX Topco Ltd
N/A—24,399-24,399-100%$881.5K———
Principal Securities, Inc.
N/A—24,396-24,396-100%$881.4K———
Heritage Trust Co
N/A—23,979-23,979-100%$866.4K———
Belpointe Asset Management LLC
N/A—23,855-23,855-100%$861.9K———
GTS Securities LLC
N/A—23,833-23,833-100%$861.1K———
Holderness Investments Co
N/A—23,445-23,445-100%$847.1K———
Steward Partners Investment Advisory, LLC
N/A—23,250-23,250-100%$840.0K———
Howe & Rusling Inc
N/A—22,988-22,988-100%$830.6K———
Gallagher Fiduciary Advisors, LLC
N/A—22,876-22,876-100%$826.5K———
Clear Investment Research, LLC
N/A—22,788-22,788-100%$823.3K———
Lowery Thomas, LLC
N/A—22,594-22,594-100%$816.3K———
Dana Investment Advisors, Inc.
N/A—22,295-22,295-100%$805.5K———
Pinnacle Financial Partners, Inc.
N/A—22,062-22,062-100%$797.1K———
Commerce Bank
N/A—21,802-21,802-100%$787.7K———
Mutual Advisors, LLC
N/A—21,755-21,755-100%$786.0K———
Evernest Financial Advisors, LLC
N/A—21,668-21,668-100%$782.9K———
Ellevest, Inc.
N/A—21,425-21,425-100%$776.2K———
Flatrock Wealth Partners LLC
N/A—20,988-20,988-100%$758.3K———
Pacific SUN Financial Corp
N/A—20,746-20,746-100%$749.6K———
Keel Point, LLC
N/A—20,638-20,638-100%$745.6K———
Madden Advisory Services, Inc.
N/A—20,576-20,576-100%$743.4K———
Composition Wealth, LLC
N/A—20,472-20,472-100%$739.7K———
Sovereign Financial Group, Inc.
N/A—20,343-20,343-100%$735.0K———
Everstar Asset Management, LLC
N/A—20,100-20,100-100%$726.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—20,000-20,000-100%$722.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—19,947-19,947-100%$720.7K———
Bank of New York Mellon Corp
N/A—19,879-19,879-100%$718.2K———
Glenmede Trust Co NA
N/A—19,463-19,463-100%$703.2K———
Rialto Wealth Management, LLC
N/A—19,425-19,425-100%$701.8K———
Tiemann Investment Advisors, LLC
N/A—19,127-19,127-100%$691.1K———
Texas Capital Bank Wealth Management Services Inc
N/A—18,536-18,536-100%$669.7K———
Petra Financial Advisors Inc
N/A—18,535-18,535-100%$669.7K———
J.W. Cole Advisors, Inc.
N/A—18,185-18,185-100%$657.0K———
Zions Bancorporation, National Association
N/A—17,838-17,838-100%$644.5K———
Condor Capital Management
N/A—17,814-17,814-100%$643.6K———
Brown Advisory Inc
N/A—17,791-17,791-100%$642.8K———
Guardian Wealth Advisors, LLC / NC
N/A—17,726-17,726-100%$640.4K———
TritonPoint Partners, LLC
N/A—17,427-17,427-100%$629.6K———
WBI Investments, LLC
N/A—17,376-17,376-100%$627.8K———
MJP Associates Inc
N/A—17,250-17,250-100%$623.2K———
Haverford Trust Co
N/A—17,240-17,240-100%$622.9K———
Jacobi Capital Management LLC
N/A—17,232-17,232-100%$622.6K———
Sfmg, LLC
N/A—17,204-17,204-100%$621.6K———
Geometric Wealth Advisors
N/A—17,193-17,193-100%$621.2K———
Advyzon Investment Management, LLC
N/A—17,107-17,107-100%$618.1K———
Flputnam Investment Management Co
N/A—16,410-16,410-100%$592.9K———
Gambit Capital Management, LLC
N/A—16,407-16,407-100%$592.8K———
RiverFront Investment Group, LLC
N/A—16,207-16,207-100%$585.6K———
Fisher Asset Management, LLC
N/A—16,199-16,199-100%$585.3K———
Callan Family Office, LLC
N/A—16,098-16,098-100%$581.6K———
Lbmc Investment Advisors, LLC
N/A—16,070-16,070-100%$580.6K———
Smith, Moore & Co.
N/A—15,979-15,979-100%$577.3K———
Hexagon Capital Partners LLC
N/A—15,871-15,871-100%$573.4K———
Cascade Financial Partners, LLC
N/A—15,866-15,866-100%$573.2K———
Benjamin Edwards Inc
N/A—15,607-15,607-100%$563.9K———
Western Wealth Management, LLC
N/A—15,348-15,348-100%$554.5K———
Gladstone Institutional Advisory LLC
N/A—15,240-15,240-100%$550.6K———
Fortis Capital Advisors, LLC
N/A—15,132-15,132-100%$546.7K———
Silver OAK Securities, Incorporated
N/A—15,056-15,056-100%$544.0K———
Bedel Financial Consulting, Inc.
N/A—15,052-15,052-100%$543.8K———
CreativeOne Wealth, LLC
N/A—14,931-14,931-100%$539.5K———
Continuum Advisory, LLC
N/A—14,800-14,800-100%$534.7K———
Fidelis Capital Partners, LLC
N/A—14,772-14,772-100%$533.7K———
Financial Concepts Unlimited, Inc.
N/A—14,749-14,749-100%$532.9K———
Ruggaard & Associates LLC
N/A—14,706-14,706-100%$531.3K———
Arkadios Wealth Advisors
N/A—14,305-14,305-100%$516.8K———
Berger Financial Group, Inc
N/A—14,238-14,238-100%$514.4K———
Ketron Financial
N/A—14,188-14,188-100%$512.6K———
American Century Companies Inc
N/A—14,001-14,001-100%$505.9K———
Planning Alternatives LTD
N/A—13,702-13,702-100%$495.1K———
Summit Trail Advisors, LLC
N/A—13,606-13,606-100%$491.6K———
Tower Bridge Advisors
N/A—13,400-13,400-100%$484.1K———
Cordant, Inc.
N/A—13,374-13,374-100%$483.2K———
Meridian Wealth Partners, LLC
N/A—13,251-13,251-100%$478.8K———
Bridgewater Advisors Inc.
N/A—13,119-13,119-100%$448.4K———
Neuberger Berman Group LLC
N/A—13,069-13,069-100%$472.2K———
Opus Financial Solutions LLC
N/A—13,035-13,035-100%$471.0K———
Front Row Advisors LLC
N/A—12,953-12,953-100%$450.1K———
Windsor Advisory Group, LLC
N/A—12,950-12,950-100%$467.9K———
JPL Wealth Management, LLC
N/A—12,808-12,808-100%$462.7K———
Moneco Advisors, LLC
N/A—12,775-12,775-100%$461.6K———
Geneos Wealth Management Inc.
N/A—12,655-12,655-100%$457.2K———
Summitry LLC
N/A—12,422-12,422-100%$448.8K———
SageView Advisory Group, LLC
N/A—12,333-12,333-100%$445.6K———
Drake & Associates, LLC
N/A—12,313-12,313-100%$444.9K———
Planning Directions Inc
N/A—12,011-12,011-100%$434.0K———
BSW Wealth Partners
N/A—11,990-11,990-100%$433.2K———
Rockbridge Investment Management, LCC
N/A—11,959-11,959-100%$432.1K———
Madison Wealth Partners, Inc
N/A—11,925-11,925-100%$430.8K———
Round Rock Advisors LLC
N/A—11,842-11,842-100%$427.8K———
Great Valley Advisor Group, Inc.
N/A—11,841-11,841-100%$427.4K———
Keystone Financial Services, LLC
N/A—11,838-11,838-100%$427.7K———
NewEdge Wealth, LLC
N/A—11,823-11,823-100%$427.2K———
Medallion Wealth Advisors, LLC
N/A—11,724-11,724-100%$412.7K———
Vawter Financial, Ltd.
N/A—11,708-11,708-100%$423.0K———
Waterloo Capital, L.P.
N/A—11,639-11,639-100%$420.5K———
Pure Financial Advisors, LLC
N/A—11,610-11,610-100%$419.5K———
Wealthquest Corp
N/A—11,282-11,282-100%$407.6K———
Check Capital Management Inc
N/A—11,200-11,200-100%$404.7K———
Atlantic Union Bankshares Corp
N/A—11,193-11,193-100%$404.4K———
QRG Capital Management, Inc.
N/A—11,188-11,188-100%$404.2K———
Pring Turner Capital Group Inc
N/A—10,962-10,962-100%$377.4K———
Curio Wealth, LLC
N/A—10,947-10,947-100%$395.5K———
Allium Financial Advisors, LLC
N/A—10,866-10,866-100%$392.6K———
IFG Advisory, LLC
N/A—10,811-10,811-100%$390.6K———
Chevy Chase Trust Holdings, LLC
N/A—10,788-10,788-100%$389.8K———
Russell Investments Group, Ltd.
N/A—10,659-10,659-100%$385.1K———
Van Hulzen Asset Management, LLC
N/A—10,659-10,659-100%$385.1K———
Barnett & Company, Inc.
N/A—10,589-10,589-100%$382.6K———
Cary Street Partners Financial LLC
N/A—10,573-10,573-100%$382.0K———
Bradley Foster & Sargent Inc
N/A—10,328-10,328-100%$373.2K———
Seneca House Advisors
N/A—10,268-10,268-100%$371.0K———
FreeGulliver LLC
N/A—10,240-10,240-100%$370.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—10,171-10,171-100%$367.5K———
Klcm Advisors, Inc.
N/A—10,092-10,092-100%$364.6K———
Orographic Financial Advisors, LLC
N/A—9,847-9,847-100%$345———
Vanguard National Trust Co
N/A—9,642-9,642-100%$348.4K———
First Foundation Advisors
N/A—9,595-9,595-100%$346.7K———
Capital Advisors Inc
N/A—9,592-9,592-100%$346.6K———
Rock Point Advisors, LLC
N/A—9,586-9,586-100%$346.3K———
Joel Isaacson & Co., LLC
N/A—9,575-9,575-100%$345.9K———
Everest Financial Group LLC
N/A—9,566-9,566-100%$345.6K———
Perissos Private Wealth Management, LLC
N/A—9,551-9,551-100%$345.1K———
Castle Wealth Management LLC
N/A—9,542-9,542-100%$344.8K———
Pitcairn Wealth Advisors LLC
N/A—9,534-9,534-100%$344.5K———
Lafayette Investments, Inc.
N/A—9,466-9,466-100%$342.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—9,397-9,397-100%$339.5K———
Retirement Income Solutions, Inc
N/A—9,380-9,380-100%$272.8K———
Alteri Wealth LLC
N/A—9,332-9,332-100%$337.2K———
Mainstay Capital Management LLC
N/A—9,174-9,174-100%$331.5K———
Compass Capital Corp
N/A—9,088-9,088-100%$318.5K———
Astoria Portfolio Advisors Llc.
N/A—9,081-9,081-100%$328.1K———
FCA Corp
N/A—9,071-9,071-100%$327.8K———
Sachetta, LLC
N/A—8,997-8,997-100%$325.1K———
Gotham Asset Management, LLC
N/A—8,996-8,996-100%$325.0K———
American Trust
N/A—8,897-8,897-100%$321.4K———
Godshalk Welsh Capital Management, Inc.
N/A—8,800-8,800-100%$317.9K———
Mayflower Financial Advisors, LLC
N/A—8,712-8,712-100%$314.8K———
Brown Brothers Harriman & Co
N/A—8,520-8,520-100%$307.8K———
Topsail Wealth Management, LLC
N/A—8,429-8,429-100%$304.5K———
Lifeworks Advisors, LLC
N/A—8,404-8,404-100%$303.6K———
Owen LaRue, LLC
N/A—8,340-8,340-100%$301.3K———
Koss-Olinger Consulting, LLC
N/A—8,324-8,324-100%$300.7K———
Fort Vancouver Investment Management, LLC
N/A—8,218-8,218-100%$296.9K———
CCG Wealth Management, LLC
N/A—8,202-8,202-100%$296.3K———
Baldwin Investment Management, LLC
N/A—8,160-8,160-100%$294.8K———
Ancora Advisors LLCA
N/A—8,101-8,101-100%$292.7K———
Astra Wealth Partners LLC
N/A—7,963-7,963-100%$287.7K———
Fairfield, Bush & Co.
N/A—7,918-7,918-100%$286.1K———
Manning & Napier Advisors LLC
N/A—7,918-7,918-100%$286.1K———
First Western Trust Bank
N/A—7,877-7,877-100%$284.6K———
Strategic Financial Services, Inc.
N/A—7,864-7,864-100%$284.1K———
Holistic Financial Partners
N/A—7,863-7,863-100%$284.1K———
Huntington National Bank
N/A—7,818-7,818-100%$282.5K———
Freestone Capital Holdings, LLC
N/A—7,815-7,815-100%$282.4K———
Daybright Advisory Services, Inc.
N/A—7,804-7,804-100%$261.9K———
FPC Investment Advisory, Inc.
N/A—7,761-7,761-100%$264.3K———
Stembrook Asset Management, LLC
N/A—7,674-7,674-100%$277.3K———
Beaird Harris Wealth Management, LLC
N/A—7,641-7,641-100%$276.1K———
Thompson Siegel & Walmsley LLC
N/A—7,610-7,610-100%$275.0K———
Harbour Investment Management LLC
N/A—7,547-7,547-100%$272.7K———
Clark Capital Management Group, Inc.
N/A—7,525-7,525-100%$271.9K———
Vident Advisory, LLC
N/A—7,492-7,492-100%$270.7K———
Zacks Investment Management
N/A—7,447-7,447-100%$269.1K———
Alesco Advisors, LLC, An ESL Co
N/A—7,404-7,404-100%$267.5K———
Access Financial Services, Inc.
N/A—7,330-7,330-100%$264.8K———
Becker Capital Management Inc
N/A—7,325-7,325-100%$264.7K———
Rothschild Investment LLC
N/A—7,320-7,320-100%$264.5K———
One Capital Management, LLC
N/A—7,218-7,218-100%$209.9K———
Stokes Family Office, LLC
N/A—7,176-7,176-100%$259.3K———
Broadview Financial Management, LLC
N/A—7,172-7,172-100%$259.1K———
Alley Investment Management Company, LLC
N/A—7,121-7,121-100%$257.3K———
Peregrine Asset Advisers, Inc.
N/A—7,097-7,097-100%$256.4K———
Dunhill Financial, LLC
N/A—7,086-7,086-100%$256.0K———
UBS Asset Management Americas LLC
N/A—7,081-7,081-100%$255.8K———
Smartleaf Asset Management LLC
N/A—7,037-7,037-100%$251.0K———
Mayport, LLC
N/A—7,016-7,016-100%$253.5K———
Evercore Wealth Management, LLC
N/A—6,972-6,972-100%$251.9K———
Confluence Wealth Services, Inc.
N/A—6,891-6,891-100%$249.0K———
First National Bank of Hutchinson
N/A—6,843-6,843-100%$247.2K———
Vestmark Advisory Solutions, Inc.
N/A—6,723-6,723-100%$242.9K———
Bogart Wealth, LLC
N/A—6,723-6,723-100%$242.9K———
ATLas Financial Planning LLC
N/A—6,720-6,720-100%$242.8K———
Envestnet Portfolio Solutions, Inc.
N/A—6,719-6,719-100%$242.7K———
Cabot Wealth Management Inc
N/A—6,699-6,699-100%$242.0K———
Advisor Resource Council
N/A—6,663-6,663-100%$233.5K———
Modus Advisors, LLC
N/A—6,626-6,626-100%$239.4K———
Amara Financial, Llc.
N/A—6,605-6,605-100%$238.7K———
Westbourne Investments, Inc.
N/A—6,560-6,560-100%$237.0K———
Allie Family Office LLC
N/A—6,463-6,463-100%$233.5K———
Strategic Wealth Partners, Ltd.
N/A—6,357-6,357-100%$229.7K———
WorthPointe, LLC
N/A—6,267-6,267-100%$226.4K———
Rossby Financial, LCC
N/A—6,207-6,207-100%$224.3K———
Signal Tree Financial Partners LLC
N/A—6,182-6,182-100%$223.3K———
UMB Bank, n.a.
N/A—6,156-6,156-100%$222.4K———
Nations Financial Group Inc,
N/A—6,143-6,143-100%$221.9K———
Elgethun Capital Management
N/A—6,105-6,105-100%$220.6K———
Brio Consultants, LLC
N/A—6,078-6,078-100%$219.6K———
Aspiring Ventures, LLC
N/A—5,984-5,984-100%$216.2K———
Independent Advisor Alliance
N/A—5,944-5,944-100%$214.7K———
BOK Financial Private Wealth, Inc.
N/A—5,839-5,839-100%$211.0K———
Proffitt & Goodson Inc
N/A—5,773-5,773-100%$208.6K———
Novare Capital Management LLC
N/A—5,757-5,757-100%$208.0K———
Baker Avenue Asset Management, LP
N/A—5,640-5,640-100%$203.8K———
Private Wealth Asset Management, LLC
N/A—5,634-5,634-100%$203.6K———
Advisors Capital Management, LLC
N/A—5,612-5,612-100%$202.8K———
Capital Group Private Client Services, Inc.
N/A—5,609-5,609-100%$202.7K———
Cadence Wealth Management LLC
N/A—5,596-5,596-100%$202.2K———
GW&K Investment Management, LLC
N/A—5,235-5,235-100%$189.0K———
Strive Financial Group,LLC
N/A—4,950-4,950-100%$178.9K———
WealthCollab, LLC
N/A—4,840-4,840-100%$174.9K———
Hantz Financial Services, Inc.
N/A—4,828-4,828-100%$174.0K———
MidFirst Bank
N/A—4,524-4,524-100%$163.5K———
Bayban
N/A—4,362-4,362-100%$157.6K———
Palouse Capital Management, Inc.
N/A—4,112-4,112-100%$148.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,984-3,984-100%$143.9K———
Smithfield Trust Co
N/A—3,646-3,646-100%$132.0K———
BFC Planning, Inc.
N/A—3,574-3,574-100%$129.1K———
Clearstead Trust, LLC
N/A—3,483-3,483-100%$125.8K———
Synergy Investment Management, LLC
N/A—3,300-3,300-100%$115.6K———
Evolution Advisers, Inc.
N/A—3,165-3,165-100%$114.0K———
Raffa Wealth Management, LLC
N/A—3,035-3,035-100%$109.7K———
Central Trust Co
N/A—3,018-3,018-100%$109.0K———
N.E.W. Advisory Services LLC
N/A—3,000-3,000-100%$108.4K———
Hamrick Investment Counsel, llc
N/A—2,741-2,741-100%$99.0K———
Operose Advisors LLC
N/A—2,555-2,555-100%$92.3K———
SHP Wealth Management
N/A—2,464-2,464-100%$89.0K———
Godfrey Financial Associates, Inc.
N/A—2,318-2,318-100%$83.7K———
10Elms LLP
N/A—2,247-2,247-100%$81.2K———
First Command Advisory Services, Inc.
N/A—2,219-2,219-100%$80.2K———
Franklin Resources Inc
N/A—2,208-2,208-100%$79.8K———
Delos Wealth Advisors, LLC
N/A—2,204-2,204-100%$79.6K———
Tiaa Wealth Investment Management LLC
N/A—1,953-1,953-100%$69.7K———
Pinney & Scofield, Inc.
N/A—1,936-1,936-100%$69.9K———
Truvestments Capital LLC
N/A—1,934-1,934-100%$69.9K———
Oakmont Advisory Group, LLC
N/A—1,764-1,764-100%$63.7K———
Institute for Wealth Management, Llc.
N/A—1,613-1,613-100%$58.3K———
Addison Advisors LLC
N/A—1,610-1,610-100%$58.2K———
Basepoint Wealth LLC
N/A—1,608-1,608-100%$58.1K———
SouthState Bank Corp
N/A—1,603-1,603-100%$57.9K———
Atomic Invest LLC
N/A—1,566-1,566-100%$55.9K———
Steigerwald, Gordon & Koch Inc.
N/A—1,528-1,528-100%$55.2K———
Nalls Sherbakoff Group, LLC
N/A—1,490-1,490-100%$53.8K———
Keating Financial Advisory Services, Inc.
N/A—1,316-1,316-100%$47.5K———
Osbon Capital Management LLC
N/A—1,259-1,259-100%$45.5K———
Harborfront Financial Group LLC
N/A—1,186-1,186-100%$42.9K———
JDM Financial Group LLC
N/A—1,069-1,069-100%$38.6K———
Bellevue Asset Management, LLC
N/A—974-974-100%$35.2K———
Colonial Trust Co / SC
N/A—825-825-100%$29.8K———
Glassman Wealth Services
N/A—808-808-100%$29.2K———
Cardiff Park Advisors, LLC
N/A—800-800-100%$28.9K———
Crewe Advisors LLC
N/A—708-708-100%$25.6K———
Kerr Financial Planning Corp
N/A—702-702-100%$25.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—700-700-100%$25.3K———
Cypress Capital Management LLC (WY)
N/A—667-667-100%$24.1K———
SOA Wealth Advisors, Llc.
N/A—640-640-100%$23.1K———
Top Private Wealth Llc.
N/A—635-635-100%$22.9K———
HM Payson & Co
N/A—624-624-100%$22.5K———
Kilter Group LLC
N/A—614-614-100%$22.2K———
Allied Private Wealth LLC
N/A—594-594-100%$20.4K———
Basecamp Wealth Advisors LLC
N/A—528-528-100%$19.1K———
Motco
N/A—509-509-100%$18.4K———
Peachtree Investment Partners, LLC
N/A—458-458-100%$16.5K———
Valued Wealth Advisors LLC
N/A—434-434-100%$15.7K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$14.5K———
PFC Capital Group, Inc.
N/A—355-355-100%$12———
Orion Capital Management LLC
N/A—348-348-100%$12.6K———
Highland Investment Advisors LLC
N/A—337-337-100%$12.2K———
BankPlus Trust Department
N/A—307-307-100%$11.1K———
TD Capital Management LLC
N/A—286-286-100%$10.4K———
Sittner & Nelson, LLC
N/A—279-279-100%$10.1K———
NWK Group, Inc.
N/A—278-278-100%$10.0K———
Mark Sheptoff Financial Planning, LLC
N/A—245-245-100%$8.9K———
Frazier Financial Advisors, LLC
N/A—233-233-100%$8.4K———
Vision Retirement, LLC
N/A—220-220-100%$7.9K———
Ameriflex Group, Inc.
N/A—207-207-100%$7.5K———
Walsh & Associates, LLC
N/A—172-172-100%$6.2K———
Delta Asset Management LLC
N/A—170-170-100%$6.1K———
Providence Capital Advisors, LLC
N/A—160-160-100%$5.8K———
Bessemer Group Inc
N/A—130-130-100%$5———
Greykasell Wealth Strategies, Inc.
N/A—116-116-100%$4.2K———
Prosperity Bancshares Inc
N/A—104-104-100%$3.8K———
Founders Financial Alliance, LLC
N/A—102-102-100%$3.7K———
Ogorek Anthony Joseph
N/A—94-94-100%$3———
Caldwell Sutter Capital, Inc.
N/A—86-86-100%$3.1K———
PlanVest Financial, Inc
N/A—85-85-100%$3.1K———
Graney & King, LLC
N/A—77-77-100%$2.8K———
Glen Eagle Advisors, LLC
N/A—72-72-100%$2.6K———
Chesapeake Asset Management LLC
N/A—69-69-100%$2.5K———
ST Germain D J Co Inc
N/A—57-57-100%$2.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—57-57-100%$2.0K———
Cheviot Value Management, LLC
N/A—56-56-100%$2.0K———
Timbuktu Capital Management, LLC
N/A—56-56-100%$2.0K———
Heritage Wealth Advisors
N/A—53-53-100%$1.9K———
Transamerica Financial Advisors, LLC
N/A—42-42-100%$1.5K———
Mcguire Capital Advisors Inc
N/A—34-34-100%$1.2K———
Roble, Belko & Company, Inc
N/A—30-30-100%$1———
HFM Investment Advisors, LLC
N/A—27-27-100%$962———
Cary Street Partners Investment Advisory LLC
N/A—12-12-100%$434———
Acumen Wealth Advisors, LLC
N/A—10-10-100%$370———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1406 of 1406 institutions