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Schwab Emrg Mrkts Eqty ETF (SCHE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares20,362,823 from 21,086,695
Change-723,872 (-3%)
Value$742.2M (-$22.4M)
Filed 2026-11-02
Rakuten Investment Management, Inc.
INCREASED
Shares3,047,559 from 2,945,288
Change+102,271 (+3%)
Value$111.6M (+$5.7M)
Filed 2026-10-30
Fund Evaluation Group, LLC
INCREASED
Shares2,616,839 from 1,153,361
Change+1,463,478 (+127%)
Value$95.4M (+$53.6M)
Filed 2026-11-05
Rebalance, LLC
INCREASED
Shares2,350,308 from 2,298,258
Change+52,050 (+2%)
Value$85.7M (+$2.3M)
Filed 2026-10-22
Orgel Wealth Management, LLC
INCREASED
Shares2,274,253 from 2,198,585
Change+75,668 (+3%)
Value$82.9M (+$3.2M)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares2,195,175 from 3,415,025
Change-1,219,850 (-36%)
Value$80.0M (-$43.8M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares2,146,108 from 2,118,024
Change+28,084 (+1%)
Value$78.2M (+$1.4M)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares1,753,085 from 1,737,850
Change+15,235 (+1%)
Value$64.4M (+$1.3M)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares1,682,888 from 1,651,919
Change+30,969 (+2%)
Value$61.3M (+$1.4M)
Filed 2026-10-15
Heartwood Wealth Advisors LLC
DECREASED
Shares1,517,959 from 1,518,670
Change-711 (0%)
Value$55.3M (+$262.6K)
Filed 2026-10-05
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,486,194 from 1,444,034
Change+42,160 (+3%)
Value$54.2M (+$1.8M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,363,677 from 1,311,736
Change+51,941 (+4%)
Value$48.6M (+$1.6M)
Filed 2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,106,228 from 1,095,808
Change+10,420 (+1%)
Value$40.3M (+$588.0K)
Filed 2026-10-26
Cooper S Advisors, LLC
DECREASED
Shares974,971 from 992,925
Change-17,954 (-2%)
Value$35.5M (-$465.8K)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares748,041 from 768,693
Change-20,652 (-3%)
Value$25.0M (-$3.2M)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares676,751 from 11,638
Change+665,113 (+5715%)
Value$24.7M (+$24.2M)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
INCREASED
Shares639,742 from 623,170
Change+16,572 (+3%)
Value$23.3M (+$722.5K)
Filed 2026-10-29
93 Financial Group, LLC
DECREASED
Shares616,465 from 617,288
Change-823 (0%)
Value$22.5M (+$87.3K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares529,462 from 518,521
Change+10,941 (+2%)
Value$19.2K (-$18.8M)
Filed 2026-11-05
TruNorth Capital Management, LLC
INCREASED
Shares517,193 from 496,715
Change+20,478 (+4%)
Value$18.9M (+$840.8K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares512,866 from 492,388
Change+20,478 (+4%)
Value$18.7M (+$840.0K)
Filed 2026-11-05
Alliance Wealth Management Group
DECREASED
Shares471,126 from 476,643
Change-5,517 (-1%)
Value$17.2M (-$110.5K)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares471,126 from 476,643
Change-5,517 (-1%)
Value$17.2M (-$110.5K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares442,879 from 440,417
Change+2,462 (+1%)
Value$16.1M (+$173.4K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares440,655 from 322,953
Change+117,702 (+36%)
Value$16.1M (+$4.4M)
Filed 2026-10-22
Procyon Advisors, LLC
INCREASED
Shares438,170 from 428,341
Change+9,829 (+2%)
Value$16.0M (+$439.6K)
Filed 2026-10-21
Droms Strauss Advisors Inc
INCREASED
Shares426,420 from 414,790
Change+11,630 (+3%)
Value$15.5M (+$502.7K)
Filed 2026-11-03
Gemmer Asset Management LLC
INCREASED
Shares399,810 from 382,946
Change+16,864 (+4%)
Value$14.6M (+$687.4K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares395,636 from 379,309
Change+16,327 (+4%)
Value$14.4M (+$667.2K)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares389,874 from 356,824
Change+33,050 (+9%)
Value$14.2M (+$1.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares379,000 from 406,323
Change-27,323 (-7%)
Value$13.8M (-$918.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares367,739 from 352,038
Change+15,701 (+4%)
Value$13.4K (-$12.8M)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares339,703 from 332,463
Change+7,240 (+2%)
Value$12.4M (+$327.1K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares336,857 from 342,049
Change-5,192 (-2%)
Value$12.3M (-$124.3K)
Filed 2026-10-30
SigFig Wealth Management, LLC
DECREASED
Shares325,726 from 326,107
Change-381 (0%)
Value$11.9M (+$152.4K)
Filed 2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED
Shares295,922 from 295,212
Change+710 (+0%)
Value$10.8M (+$82.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares289,094 from 200,099
Change+88,995 (+44%)
Value$10.5M (+$3.3M)
Filed 2026-10-08
Steele Capital Management, Inc.
DECREASED
Shares285,983 from 287,095
Change-1,112 (0%)
Value$10.4M (+$14.0K)
Filed 2026-11-02
Seneca Financial Advisors LLC
DECREASED
Shares275,544 from 285,421
Change-9,877 (-3%)
Value$10.0M (-$305.8K)
Filed 2026-10-28
Boltwood Capital Management
INCREASED
Shares269,370 from 264,128
Change+5,242 (+2%)
Value$9.8M (+$241.3K)
Filed 2026-10-02
AlphaCore Capital LLC
DECREASED
Shares264,766 from 272,774
Change-8,008 (-3%)
Value$9.7M (-$240.0K)
Filed 2026-11-04
Wedmont Private Capital
DECREASED
Shares259,628 from 262,436
Change-2,808 (-1%)
Value$9.4M (-$157.1K)
Filed 2026-10-09
Savant Capital, LLC
DECREASED
Shares245,524 from 473,499
Change-227,975 (-48%)
Value$8.9M (-$7.4M)
Filed 2026-11-06
Boyd Wealth Management, LLC
DECREASED
Shares243,162 from 465,589
Change-222,427 (-48%)
Value$8.9M (-$8.0M)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares243,135 from 121,251
Change+121,884 (+101%)
Value$8.9M (+$4.5M)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares242,184 from 230,053
Change+12,131 (+5%)
Value$8.8M (+$485.9K)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares241,865 from 271,769
Change-29,904 (-11%)
Value$8.8M (-$1.0M)
Filed 2026-10-29
Valley National Advisers Inc
INCREASED
Shares239,432 from 227,823
Change+11,609 (+5%)
Value$8.7M (+$466.4K)
Filed 2026-10-23
St. Louis Trust Co
UNCHANGED
Shares231,273 from 231,273
Change0 (0%)
Value$8.4M (+$1.9M)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares229,545 from 229,545
Change0 (0%)
Value$8.4M (+$43.6K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares228,676 from 243,281
Change-14,605 (-6%)
Value$8.3M (-$486.1K)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares222,851 from 220,246
Change+2,605 (+1%)
Value$8.1M (+$136.8K)
Filed 2026-10-16
Power Wealth Management LLC
INCREASED
Shares219,397 from 194,437
Change+24,960 (+13%)
Value$8.0M (+$946.7K)
Filed 2026-10-27
Courage Miller Partners, LLC
INCREASED
Shares209,232 from 208,377
Change+855 (+0%)
Value$7.6M (+$70.8K)
Filed 2026-10-21
Stevens Capital Partners
INCREASED
Shares208,356 from 161,907
Change+46,449 (+29%)
Value$7.6M (+$1.7M)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares204,914 from 210,697
Change-5,783 (-3%)
Value$7.5M (-$170.8K)
Filed 2026-10-15
LVW Advisors, LLC
INCREASED
Shares204,628 from 166,689
Change+37,939 (+23%)
Value$7.5M (+$1.4M)
Filed 2026-10-19
Arkansas Financial Group, Inc.
DECREASED
Shares200,383 from 202,394
Change-2,011 (-1%)
Value$7.3M (-$34.8K)
Filed 2026-10-26
Cabot Wealth Management Inc
INCREASED
Shares200,302 from 166,356
Change+33,946 (+20%)
Value$7.3M (+$1.3M)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares197,935 from 199,126
Change-1,191 (-1%)
Value$7.2M (-$5.6K)
Filed 2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED
Shares196,787 from 196,787
Change0 (0%)
Value$7.2M (+$37.4K)
Filed 2026-10-30
Plancorp, LLC
INCREASED
Shares196,639 from 113,288
Change+83,351 (+74%)
Value$6.7M (+$2.7M)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares195,880 from 196,138
Change-258 (0%)
Value$7.1M (+$27.9K)
Filed 2026-11-05
Strid Group, LLC
DECREASED
Shares195,343 from 195,919
Change-576 (0%)
Value$7.1M (+$16.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares186,385 from 173,636
Change+12,749 (+7%)
Value$6.8M (+$497.7K)
Filed 2026-11-02
Guardian Financial Partners, LLC
INCREASED
Shares178,373 from 175,255
Change+3,118 (+2%)
Value$6.5M (+$147.0K)
Filed 2026-11-04
Johnson Financial Group, LLC
DECREASED
Shares177,631 from 182,738
Change-5,107 (-3%)
Value$6.5M (-$151.4K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares176,198 from 174,945
Change+1,253 (+1%)
Value$6.4M (+$78.9K)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares175,406 from 196,346
Change-20,940 (-11%)
Value$6.4M (-$726.0K)
Filed 2026-10-06
Wakefield Asset Management Lllp
INCREASED
Shares166,516 from 157,251
Change+9,265 (+6%)
Value$6.1M (+$367.6K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares160,234 from 161,541
Change-1,307 (-1%)
Value$5.8M (-$16.9K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares155,535 from 159,070
Change-3,535 (-2%)
Value$5.7M (-$98.6K)
Filed 2026-10-15
Prota Financial, LLC
INCREASED
Shares152,541 from 140,368
Change+12,173 (+9%)
Value$5.5M (+$480.8K)
Filed 2026-10-08
Blue Sky Capital Consultants Group, Inc.
NEW
Shares146,621
Change+146,621
Value$5.3M
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares146,511 from 148,818
Change-2,307 (-2%)
Value$5.3M (-$55.8K)
Filed 2026-11-03
CFG Wealth Management Services, Inc.
DECREASED
Shares144,996 from 159,767
Change-14,771 (-9%)
Value$5.3M (-$11.1K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares139,841 from 140,532
Change-691 (0%)
Value$5.1M (+$1.5K)
Filed 2026-11-04
Nikulski Financial, Inc.
INCREASED
Shares139,745 from 96,382
Change+43,363 (+45%)
Value$5.1M (+$1.6M)
Filed 2026-11-06
Adamsbrown Wealth Consultants LLC
DECREASED
Shares139,080 from 142,657
Change-3,577 (-3%)
Value$5.1M (-$103.3K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares137,999 from 129,103
Change+8,896 (+7%)
Value$5.0M (+$348.8K)
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares136,958 from 130,424
Change+6,534 (+5%)
Value$5.0M (+$262.9K)
Filed 2026-10-23
Creekside Partners
INCREASED
Shares132,681 from 126,036
Change+6,645 (+5%)
Value$4.8M (+$266.2K)
Filed 2026-11-04
White & Co Financial Planning Inc
DECREASED
Shares132,120 from 133,457
Change-1,337 (-1%)
Value$4.4M (-$485.8K)
Filed 2026-10-16
Gleason Group, Inc.
UNCHANGED
Shares132,055 from 132,055
Change0 (0%)
Value$4.8M (+$25.1K)
Filed 2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares130,600 from 125,546
Change+5,054 (+4%)
Value$4.8M (+$208.1K)
Filed 2026-10-22
TPG Advisors LLC
INCREASED
Shares128,273 from 119,916
Change+8,357 (+7%)
Value$4.7M (+$327.4K)
Filed 2026-10-16
Marotta Asset Management
DECREASED
Shares126,952 from 128,832
Change-1,880 (-1%)
Value$4.6M (-$9.3K)
Filed 2026-10-02
Cape Investment Advisory, Inc.
INCREASED
Shares123,291 from 122,438
Change+853 (+1%)
Value$4.5M (+$54.3K)
Filed 2026-10-13
Bishop & Co Investment Management, LLC
DECREASED
Shares121,258 from 121,536
Change-278 (0%)
Value$4.4M (+$13.0K)
Filed 2026-11-05
Seek First Inc.
INCREASED
Shares121,127 from 120,559
Change+568 (+0%)
Value$4.4M (+$43.6K)
Filed 2026-10-27
Arnold Financial Planning LLC
INCREASED
Shares118,793 from 102,585
Change+16,208 (+16%)
Value$4.3M (+$610.3K)
Filed 2026-10-20
Sightline Wealth Advisors, LLC
DECREASED
Shares116,931 from 123,057
Change-6,126 (-5%)
Value$4.3M (-$199.9K)
Filed 2026-10-21
RKL Wealth Management LLC
DECREASED
Shares116,542 from 118,673
Change-2,131 (-2%)
Value$4.2M (-$55.1K)
Filed 2026-10-16
ZynergyRetirementPlanningLLC
INCREASED
Shares115,569 from 114,762
Change+807 (+1%)
Value$4.2M (+$51.2K)
Filed 2026-10-08
Stonekeep Investments, LLC
DECREASED
Shares113,320 from 114,773
Change-1,453 (-1%)
Value$4.1M (+$4.1M)
Filed 2026-10-15
Hamilton Capital, LLC
INCREASED
Shares110,485 from 104,812
Change+5,673 (+5%)
Value$4.0M (+$226.7K)
Filed 2026-10-08
Brandywine OAK Private Wealth LLC
INCREASED
Shares107,721 from 107,569
Change+152 (+0%)
Value$3.9M (+$26.0K)
Filed 2026-10-23
Upper Left Wealth Management, LLC
DECREASED
Shares105,556 from 132,708
Change-27,152 (-20%)
Value$3.8M (-$964.5K)
Filed 2026-10-14
Myecfo, LLC
DECREASED
Shares104,491 from 107,761
Change-3,270 (-3%)
Value$3.8M (-$98.7K)
Filed 2026-10-14
North Forty Two & Co.
INCREASED
Shares102,222 from 101,376
Change+846 (+1%)
Value$3.7M (+$50.1K)
Filed 2026-10-19
Fidelis iM, LLC
DECREASED
Shares101,938 from 162,602
Change-60,664 (-37%)
Value$3.7M (-$2.2M)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares100,561 from 123,972
Change-23,411 (-19%)
Value$3.7M (-$829.8K)
Filed 2026-10-15
Kathmere Capital Management, LLC
DECREASED
Shares97,589 from 99,483
Change-1,894 (-2%)
Value$3.6M (-$50.1K)
Filed 2026-10-20
BCK Partners, Inc.
DECREASED
Shares96,748 from 96,763
Change-15 (0%)
Value$3.5M (+$17.8K)
Filed 2026-10-23
Omega Financial Group, LLC
DECREASED
Shares95,866 from 98,889
Change-3,023 (-3%)
Value$3.5M (-$91.4K)
Filed 2026-10-29
Lee Financial Co
UNCHANGED
Shares95,863 from 95,863
Change0 (0%)
Value$3.5M (+$18.2K)
Filed 2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares94,812 from 95,236
Change-424 (0%)
Value$3.5M (+$2.6K)
Filed 2026-10-13
Curbstone Financial Management Corp
INCREASED
Shares93,944 from 91,144
Change+2,800 (+3%)
Value$3.4M (+$119.4K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares91,771 from 97,635
Change-5,864 (-6%)
Value$3.3M (-$195.2K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares91,301 from 44,676
Change+46,625 (+104%)
Value$3.3M (+$1.7M)
Filed 2026-10-23
Allen Capital Group, LLC
INCREASED
Shares89,643 from 85,600
Change+4,043 (+5%)
Value$3.3M (+$163.6K)
Filed 2026-10-27
Pioneer Wealth Management Group
DECREASED
Shares88,642 from 105,175
Change-16,533 (-16%)
Value$3.2M (-$582.6K)
Filed 2026-10-09
Soltis Investment Advisors LLC
INCREASED
Shares87,724 from 85,922
Change+1,802 (+2%)
Value$3.2M (+$82.0K)
Filed 2026-10-28
Accurate Wealth Management, LLC
DECREASED
Shares87,538 from 89,083
Change-1,545 (-2%)
Value$3.2M (-$42.4K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares84,017 from 84,959
Change-942 (-1%)
Value$3.1M (-$18.2K)
Filed 2026-10-13
Hengehold Capital Management LLC
DECREASED
Shares83,283 from 84,687
Change-1,404 (-2%)
Value$3.0M (-$35.1K)
Filed 2026-10-16
Williams Financial, LLC
INCREASED
Shares82,199 from 80,438
Change+1,761 (+2%)
Value$3.0M (+$79.5K)
Filed 2026-10-19
Howard Financial Services, Ltd.
DECREASED
Shares80,412 from 80,679
Change-267 (0%)
Value$2.9M (+$5.6K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares77,977 from 81,325
Change-3,348 (-4%)
Value$2.8M (-$106.5K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
DECREASED
Shares76,918 from 78,620
Change-1,702 (-2%)
Value$2.8M (-$47.1K)
Filed 2026-10-26
Arcataur Capital Management LLC
DECREASED
Shares76,319 from 76,536
Change-217 (0%)
Value$2.8M (+$6.6K)
Filed 2026-10-21
MBE Wealth Management, LLC
DECREASED
Shares76,300 from 79,015
Change-2,715 (-3%)
Value$2.8M (-$84.0K)
Filed 2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED
Shares76,101 from 77,017
Change-916 (-1%)
Value$2.8M (-$18.8K)
Filed 2026-10-27
Tortoise Investment Management, LLC
DECREASED
Shares75,539 from 77,970
Change-2,431 (-3%)
Value$2.8M (-$73.8K)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares74,581 from 75,151
Change-570 (-1%)
Value$2.7M (-$6.5K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares74,363 from 67,433
Change+6,930 (+10%)
Value$2.7M (+$265.4K)
Filed 2026-10-08
Smith Partners Wealth Management, LLC
INCREASED
Shares70,792 from 49,613
Change+21,179 (+43%)
Value$2.6M (+$781.4K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares70,358 from 70,319
Change+39 (+0%)
Value$2.6M (+$14.8K)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED
Shares69,486 from 71,371
Change-1,885 (-3%)
Value$2.5M (-$55.1K)
Filed 2026-10-29
Oakwell Private Wealth Management, LLC
DECREASED
Shares68,938 from 70,086
Change-1,148 (-2%)
Value$2.5M (-$28.5K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares68,681 from 68,109
Change+572 (+1%)
Value$2.5M (+$33.8K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
DECREASED
Shares67,434 from 68,101
Change-667 (-1%)
Value$2.5M (-$11.4K)
Filed 2026-10-14
Valmark Advisers, Inc.
INCREASED
Shares66,626 from 62,222
Change+4,404 (+7%)
Value$2.4M (+$172.3K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares65,457 from 64,872
Change+585 (+1%)
Value$2.4M (+$33.7K)
Filed 2026-10-29
Ritholtz Wealth Management
DECREASED
Shares65,262 from 69,264
Change-4,002 (-6%)
Value$2.4M (-$132.7K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares65,232 from 68,743
Change-3,511 (-5%)
Value$2.4M (-$114.9K)
Filed 2026-10-13
Blankinship & Foster, LLC
DECREASED
Shares63,905 from 63,987
Change-82 (0%)
Value$2.3M (+$9.2K)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares63,375 from 62,240
Change+1,135 (+2%)
Value$2.3M (+$41.2K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares62,346 from 24,680
Change+37,666 (+153%)
Value$2.3M (+$1.4M)
Filed 2026-10-29
Sierra Ocean, LLC
DECREASED
Shares62,184 from 226,424
Change-164,240 (-73%)
Value$2.3M (-$5.9M)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares61,603 from 51,442
Change+10,161 (+20%)
Value$2.2M (+$380.1K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares60,826 from 60,826
Change0 (0%)
Value$2.2M (+$11.6K)
Filed 2026-10-27
Winthrop Capital Management, LLC
INCREASED
Shares60,638 from 59,274
Change+1,364 (+2%)
Value$2.2M (+$61.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares60,365 from 60,940
Change-575 (-1%)
Value$2.2M (-$2.4K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares60,087 from 23,943
Change+36,144 (+151%)
Value$2.2M (+$1.3M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares59,538 from 61,233
Change-1,695 (-3%)
Value$2.2M (-$50.1K)
Filed 2026-11-05
Vaquero Private Wealth, LTD
DECREASED
Shares58,984 from 64,294
Change-5,310 (-8%)
Value$2.1M (-$181.3K)
Filed 2026-10-27
West Paces Advisors Inc.
DECREASED
Shares58,479 from 59,329
Change-850 (-1%)
Value$2.1M (-$19.7K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares58,350 from 59,906
Change-1,556 (-3%)
Value$2.1M (-$45.4K)
Filed 2026-10-08
Valued Wealth Advisors LLC
INCREASED
Shares57,960 from 57,311
Change+649 (+1%)
Value$2.1M (+$34.5K)
Filed 2026-11-05
James J. Burns & Company, LLC
DECREASED
Shares57,355 from 58,031
Change-676 (-1%)
Value$2.1M (-$13.6K)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares56,632 from 63,014
Change-6,382 (-10%)
Value$2.1M (-$220.7K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
INCREASED
Shares56,592 from 41,511
Change+15,081 (+36%)
Value$2.1M (+$549.7K)
Filed 2026-10-27
Thompson Investment Management, Inc.
DECREASED
Shares56,403 from 60,547
Change-4,144 (-7%)
Value$2.1M (-$139.5K)
Filed 2026-10-14
Cap Partners, LLC
DECREASED
Shares56,127 from 56,616
Change-489 (-1%)
Value$2.0M (-$7.1K)
Filed 2026-10-19
Lyell Wealth Management, LP
DECREASED
Shares53,820 from 53,885
Change-65 (0%)
Value$2.0M (+$7.9K)
Filed 2026-10-30
Phillip James Consulting Co.
DECREASED
Shares53,452 from 53,830
Change-378 (-1%)
Value$1.9M (-$3.6K)
Filed 2026-11-03
Moneywise, Inc.
DECREASED
Shares52,628 from 55,710
Change-3,082 (-6%)
Value$1.9M (-$101.7K)
Filed 2026-10-30
Tenret Co LLC
NEW
Shares52,212
Change+52,212
Value$1.9M
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares51,104 from 53,226
Change-2,122 (-4%)
Value$1.9M (-$67.2K)
Filed 2026-10-22
James Investment Research, Inc.
INCREASED
Shares51,058 from 49,396
Change+1,662 (+3%)
Value$1.9M (+$70.0K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares50,839 from 45,469
Change+5,370 (+12%)
Value$1.9M (+$204.4K)
Filed 2026-10-16
OAK Family Advisors, LLC
DECREASED
Shares50,663 from 146,906
Change-96,243 (-66%)
Value$1.8M (-$3.5M)
Filed 2026-10-19
Foster Group, Inc.
INCREASED
Shares49,906 from 49,883
Change+23 (+0%)
Value$1.8M (+$10.3K)
Filed 2026-10-13
Diversified Trust Co
DECREASED
Shares49,037 from 50,287
Change-1,250 (-2%)
Value$1.8M (-$36.0K)
Filed 2026-11-06
Econ Financial Services Corp
DECREASED
Shares48,915 from 52,753
Change-3,838 (-7%)
Value$1.8M (-$129.9K)
Filed 2026-10-19
National Wealth Management Group, LLC
INCREASED
Shares48,504 from 40,538
Change+7,966 (+20%)
Value$1.8M (+$298.1K)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
DECREASED
Shares48,281 from 48,556
Change-275 (-1%)
Value$1.8M (-$798)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares48,207 from 42,065
Change+6,142 (+15%)
Value$1.8M (+$231.9K)
Filed 2026-11-04
Opus Capital Group, LLC
INCREASED
Shares47,790 from 47,450
Change+340 (+1%)
Value$1.7K (-$1.7M)
Filed 2026-10-30
Tempus Wealth Planning, LLC
INCREASED
Shares47,737 from 26,685
Change+21,052 (+79%)
Value$1.7M (+$772.4K)
Filed 2026-10-14
Balboa Wealth Partners
DECREASED
Shares47,254 from 48,471
Change-1,217 (-3%)
Value$1.7M (-$35.2K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares46,709 from 52,250
Change-5,541 (-11%)
Value$1.7M (-$192.0K)
Filed 2026-10-13
Nearside Advisors, LLC
NEW
Shares46,589
Change+46,589
Value$1.7M
Filed 2026-10-20
Elevated Financial Group LLC
DECREASED
Shares45,885 from 48,133
Change-2,248 (-5%)
Value$1.7M (-$72.8K)
Filed 2026-10-16
Noble Family Wealth, LLC
DECREASED
Shares45,828 from 46,096
Change-268 (-1%)
Value$1.7M (-$1.0K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares45,737 from 44,884
Change+853 (+2%)
Value$1.7M (+$39.6K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares44,712 from 859
Change+43,853 (+5105%)
Value$1.6M (+$1.6M)
Filed 2026-10-15
Bell Investment Advisors, Inc
DECREASED
Shares44,208 from 47,418
Change-3,210 (-7%)
Value$1.6M (-$108.0K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
DECREASED
Shares42,839 from 44,481
Change-1,642 (-4%)
Value$1.6M (-$51.4K)
Filed 2026-10-16
Wilkins Miller Wealth Management, LLC
INCREASED
Shares42,784 from 39,802
Change+2,982 (+7%)
Value$1.6M (+$116.3K)
Filed 2026-10-13
Fairway Financial, LLC
DECREASED
Shares42,481 from 157,507
Change-115,026 (-73%)
Value$1.5M (-$4.2M)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares41,912 from 41,989
Change-77 (0%)
Value$1.5M (+$5.2K)
Filed 2026-10-21
Quadrant Capital Group LLC
DECREASED
Shares41,501 from 41,659
Change-158 (0%)
Value$1.5M (+$11.7K)
Filed 2026-10-20
Values Added Financial LLC
DECREASED
Shares41,386 from 42,911
Change-1,525 (-4%)
Value$1.5M (-$47.4K)
Filed 2026-10-28
Armor Investment Advisors, LLC
DECREASED
Shares41,107 from 42,234
Change-1,127 (-3%)
Value$1.5M (-$33.1K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares40,538 from 34,285
Change+6,253 (+18%)
Value$1.4M (+$198.7K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares40,048 from 37,235
Change+2,813 (+8%)
Value$1.5M (+$109.6K)
Filed 2026-11-06
Trust Point Inc.
UNCHANGED
Shares39,468 from 39,468
Change0 (0%)
Value$1.4M (+$7.5K)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares39,373 from 41,133
Change-1,760 (-4%)
Value$1.4M (-$56.3K)
Filed 2026-10-28
AMI Investment Management Inc
DECREASED
Shares39,229 from 52,563
Change-13,334 (-25%)
Value$1.4M (-$476.0K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED
Shares39,025 from 38,890
Change+135 (+0%)
Value$1.4M (-$19.3K)
Filed 2026-10-28
Sage Financial Group Inc
INCREASED
Shares38,933 from 37,870
Change+1,063 (+3%)
Value$1.4M (+$45.9K)
Filed 2026-10-27
BCS Wealth Management
INCREASED
Shares38,441 from 37,574
Change+867 (+2%)
Value$1.4M (+$38.7K)
Filed 2026-11-03
Emerald Advisors, LLC
DECREASED
Shares37,798 from 38,012
Change-214 (-1%)
Value$1.4M (-$578)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
DECREASED
Shares37,501 from 37,747
Change-246 (-1%)
Value$1.4M (-$1.8K)
Filed 2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares37,353 from 37,353
Change0 (0%)
Value$1.4M (+$7.1K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares36,249 from 25,808
Change+10,441 (+40%)
Value$1.3M (+$385.5K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
NEW
Shares35,909
Change+35,909
Value$1.3M
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares35,671 from 36,402
Change-731 (-2%)
Value$1.2M (-$135.1K)
Filed 2026-10-14
FF Advisors,LLC
INCREASED
Shares35,628 from 33,374
Change+2,254 (+7%)
Value$1.3M (+$88.5K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares35,458 from 35,809
Change-351 (-1%)
Value$1.3M (-$6.0K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares35,368 from 35,368
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-06
Ironwood Wealth Management, Llc.
INCREASED
Shares35,187 from 33,781
Change+1,406 (+4%)
Value$1.3M (+$57.7K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
DECREASED
Shares34,944 from 35,056
Change-112 (0%)
Value$1.3M (+$2.6K)
Filed 2026-10-19
Aspen Investment Management Inc
INCREASED
Shares34,692 from 21,652
Change+13,040 (+60%)
Value$1.3K (+$480)
Filed 2026-11-05
L.K. Benson & Company, P.C.
DECREASED
Shares33,891 from 35,049
Change-1,158 (-3%)
Value$1.2M (-$35.6K)
Filed 2026-10-23
Olio Financial Planning
DECREASED
Shares33,870 from 35,599
Change-1,729 (-5%)
Value$1.2M (-$56.3K)
Filed 2026-10-22
Global Financial Private Client, LLC
DECREASED
Shares33,845 from 34,897
Change-1,052 (-3%)
Value$1.2M (-$31.7K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares32,753 from 32,684
Change+69 (+0%)
Value$1.2M (+$116.9K)
Filed 2026-10-13
Sunburst Financial Group, LLC
DECREASED
Shares32,536 from 32,549
Change-13 (0%)
Value$1.2M (+$5.7K)
Filed 2026-10-09
Whitcomb & Hess, Inc.
INCREASED
Shares31,843 from 31,837
Change+6 (+0%)
Value$1.2M (+$6.3K)
Filed 2026-10-07
Csenge Advisory Group
INCREASED
Shares31,471 from 28,943
Change+2,528 (+9%)
Value$1.1M (+$97.6K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares30,541 from 33,134
Change-2,593 (-8%)
Value$1.1M (-$88.2K)
Filed 2026-10-22
Navigation Wealth Management, Inc.
DECREASED
Shares30,385 from 32,375
Change-1,990 (-6%)
Value$1.1M (-$58.5K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares29,596 from 29,655
Change-59 (0%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares29,048 from 27,660
Change+1,388 (+5%)
Value$1.1M (+$55.9K)
Filed 2026-11-06
Morling Financial Advisors, LLC
INCREASED
Shares28,733 from 28,720
Change+13 (+0%)
Value$1.0M (+$5.9K)
Filed 2026-10-28
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares28,536 from 28,536
Change0 (0%)
Value$1.0M (+$5.4K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares27,836 from 22,356
Change+5,480 (+25%)
Value$1.0M (+$223.7K)
Filed 2026-10-08
Kearns & Associates LLC
DECREASED
Shares26,648 from 26,649
Change-1 (0%)
Value$971.4K (+$5.1K)
Filed 2026-10-09
FinDec Wealth Services, Inc.
DECREASED
Shares26,419 from 27,593
Change-1,174 (-4%)
Value$963.0K (-$37.5K)
Filed 2026-10-30
Worth Asset Management, LLC
DECREASED
Shares26,410 from 35,511
Change-9,101 (-26%)
Value$962.6K (-$325.0K)
Filed 2026-10-07
J. Derek Lewis & Associates Inc.
DECREASED
Shares25,748 from 33,531
Change-7,783 (-23%)
Value$938.5K (-$277.3K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares25,706 from 25,030
Change+676 (+3%)
Value$933.4K (+$24.3K)
Filed 2026-10-13
Fonville Wealth Management LLC
INCREASED
Shares25,531 from 25,476
Change+55 (+0%)
Value$930.6K (+$6.8K)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares25,445 from 9,303
Change+16,142 (+174%)
Value$927.5K (+$590.1K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares25,404 from 25,404
Change0 (0%)
Value$926.0K (+$4.8K)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares25,175 from 25,135
Change+40 (+0%)
Value$917.6K (+$6.2K)
Filed 2026-10-27
Clearwater Capital Advisors, LLC
DECREASED
Shares24,780 from 25,109
Change-329 (-1%)
Value$903.2K (-$7.2K)
Filed 2026-11-06
Everhart Financial Group, Inc.
DECREASED
Shares24,508 from 24,743
Change-235 (-1%)
Value$893.3K (-$3.9K)
Filed 2026-10-08
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares24,242 from 24,242
Change0 (0%)
Value$883.6K (+$4.6K)
Filed 2026-10-15
Blue Capital, Inc.
NEW
Shares24,192
Change+24,192
Value$881.8K
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares24,101 from 24,969
Change-868 (-3%)
Value$878.5K (-$26.9K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares23,777 from 23,862
Change-85 (0%)
Value$866.7K (+$1.4K)
Filed 2026-10-23
Watershed Private Wealth LLC
DECREASED
Shares23,428 from 26,557
Change-3,129 (-12%)
Value$854.0K (-$109.0K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
DECREASED
Shares22,288 from 22,355
Change-67 (0%)
Value$812.4K (+$1.8K)
Filed 2026-11-02
Avant Financial Advisors LLC
DECREASED
Shares22,065 from 22,283
Change-218 (-1%)
Value$804.3K (-$3.7K)
Filed 2026-11-02
FC Advisory LLC
INCREASED
Shares21,952 from 21,140
Change+812 (+4%)
Value$800.1K (+$33.6K)
Filed 2026-10-05
Facet Wealth, Inc.
INCREASED
Shares21,299 from 19,696
Change+1,603 (+8%)
Value$776.4K (+$62.2K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares21,291 from 20,232
Change+1,059 (+5%)
Value$776.0K (+$42.4K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares21,224 from 19,512
Change+1,712 (+9%)
Value$773.6K (+$66.1K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares21,070 from 21,422
Change-352 (-2%)
Value$768.0K (-$8.8K)
Filed 2026-11-04
Falcon Wealth Planning
INCREASED
Shares20,998 from 20,881
Change+117 (+1%)
Value$765.4K (+$8.2K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares20,912 from 20,615
Change+297 (+1%)
Value$758.5K (+$16.5K)
Filed 2026-10-09
MCF Advisors LLC
DECREASED
Shares20,775 from 21,497
Change-722 (-3%)
Value$757.3K (-$22.2K)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares20,425 from 19,848
Change+577 (+3%)
Value$744.5K (+$24.8K)
Filed 2026-11-03
Directional Asset Management
UNCHANGED
Shares19,935 from 19,935
Change0 (0%)
Value$726.6K (+$3.8K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
INCREASED
Shares19,498 from 19,233
Change+265 (+1%)
Value$710.7K (+$13.3K)
Filed 2026-10-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares19,461 from 19,143
Change+318 (+2%)
Value$709.4K (+$15.2K)
Filed 2026-10-13
Portside Wealth Group, LLC
DECREASED
Shares17,943 from 18,762
Change-819 (-4%)
Value$654.0K (-$26.3K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares17,923
Change+17,923
Value$653.3K
Filed 2026-10-21
VAN Strum & Towne Inc.
INCREASED
Shares17,888 from 16,989
Change+899 (+5%)
Value$652.0K (+$36.0K)
Filed 2026-11-06
Argos Wealth Advisors, LLC
UNCHANGED
Shares17,884 from 17,884
Change0 (0%)
Value$651.9K (+$3.4K)
Filed 2026-11-02
Granite Islands Private Wealth, LLC
INCREASED
Shares17,780 from 17,617
Change+163 (+1%)
Value$648.1K (+$9.3K)
Filed 2026-10-16
Abacus Planning Group, Inc.
DECREASED
Shares17,538 from 17,833
Change-295 (-2%)
Value$639.3K (-$7.4K)
Filed 2026-11-02
Reston Wealth Management LLC
DECREASED
Shares17,424 from 18,903
Change-1,479 (-8%)
Value$635.1K (-$50.3K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
DECREASED
Shares17,409 from 19,276
Change-1,867 (-10%)
Value$639.4K (-$59.5K)
Filed 2026-10-13
3 Factor Indexing, LLC
UNCHANGED
Shares17,309 from 17,309
Change0 (0%)
Value$630.9K (+$3.3K)
Filed 2026-10-15
Evensky & Katz LLC
DECREASED
Shares17,261 from 17,287
Change-26 (0%)
Value$629 (-$626.4K)
Filed 2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED
Shares17,199 from 17,199
Change0 (0%)
Value$626.9K (+$3.3K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares17,069 from 16,002
Change+1,067 (+7%)
Value$622.2K (+$41.9K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares16,864 from 17,178
Change-314 (-2%)
Value$614.7K (-$8.2K)
Filed 2026-10-15
River's Edge Wealth Management, LLC
DECREASED
Shares16,791 from 17,195
Change-404 (-2%)
Value$599.4K (-$25.4K)
Filed 2026-10-19
Curtis Advisory Group, LLC
INCREASED
Shares16,734 from 15,779
Change+955 (+6%)
Value$610.0K (+$37.8K)
Filed 2026-10-28
ACT Wealth Management, LLC
DECREASED
Shares16,543 from 16,953
Change-410 (-2%)
Value$603.0K (-$11.7K)
Filed 2026-10-09
Elser Financial Planning, Inc
DECREASED
Shares16,509 from 17,389
Change-880 (-5%)
Value$601.8K (-$28.8K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares16,506 from 16,520
Change-14 (0%)
Value$601.6K (+$2.6K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares16,444 from 13,129
Change+3,315 (+25%)
Value$596.4K (+$123.9K)
Filed 2026-11-02
OFS Enterprise LLC
INCREASED
Shares16,397 from 15,260
Change+1,137 (+7%)
Value$597.7K (+$44.4K)
Filed 2026-10-16
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares16,391 from 17,061
Change-670 (-4%)
Value$597.5K (-$21.2K)
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares16,315 from 16,395
Change-80 (0%)
Value$594.7K (+$199)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares16,168 from 45,931
Change-29,763 (-65%)
Value$589.3K (-$1.1M)
Filed 2026-10-21
Amicus Financial Advisors, LLC
DECREASED
Shares16,119 from 16,381
Change-262 (-2%)
Value$587.5K (-$6.4K)
Filed 2026-11-03
Robinswood Financial LLC
INCREASED
Shares16,055 from 16,054
Change+1 (+0%)
Value$572.7K (-$9.5K)
Filed 2026-10-20
Blossom Wealth Management
INCREASED
Shares15,984 from 15,711
Change+273 (+2%)
Value$582.6K (+$12.9K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares15,726 from 15,811
Change-85 (-1%)
Value$573.2K (-$94)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares15,579 from 16,829
Change-1,250 (-7%)
Value$567.9K (-$42.3K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares15,509 from 14,889
Change+620 (+4%)
Value$565.3K (+$25.4K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
DECREASED
Shares15,281 from 16,996
Change-1,715 (-10%)
Value$557.0K (-$59.3K)
Filed 2026-10-15
SYM Financial Corp
DECREASED
Shares15,143 from 15,669
Change-526 (-3%)
Value$552.0K (-$16.2K)
Filed 2026-10-26
Cdkv Holdings LLC
INCREASED
Shares14,859 from 14,659
Change+200 (+1%)
Value$541.6K (+$10.1K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares14,836 from 15,311
Change-475 (-3%)
Value$540.8K (-$14.4K)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares14,718 from 15,414
Change-696 (-5%)
Value$536.5K (-$22.4K)
Filed 2026-10-28
Sheets Smith Wealth Management
INCREASED
Shares14,665 from 14,510
Change+155 (+1%)
Value$534.6K (+$8.4K)
Filed 2026-10-16
Thrive Wealth Management, LLC
DECREASED
Shares14,643 from 16,411
Change-1,768 (-11%)
Value$533.7K (-$61.3K)
Filed 2026-10-13
Salem Investment Counselors Inc
INCREASED
Shares14,577 from 14,538
Change+39 (+0%)
Value$531.3K (+$4.2K)
Filed 2026-10-13
Evermay Wealth Management LLC
UNCHANGED
Shares14,560 from 14,560
Change0 (0%)
Value$530.7K (+$2.8K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED
Shares14,528 from 14,528
Change0 (0%)
Value$529.6K (+$2.8K)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares14,519 from 11,941
Change+2,578 (+22%)
Value$529.2K (+$96.2K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares14,471 from 6,026
Change+8,445 (+140%)
Value$527.5K (+$309.0K)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
DECREASED
Shares14,449 from 41,415
Change-26,966 (-65%)
Value$526.7K (-$975.0K)
Filed 2026-10-23
Appleton Partners Inc
INCREASED
Shares14,237 from 13,164
Change+1,073 (+8%)
Value$519 (-$476.5K)
Filed 2026-10-30
Hardin Capital Partners, LLC
INCREASED
Shares14,163 from 13,458
Change+705 (+5%)
Value$516.3K (+$28.4K)
Filed 2026-10-09
Gradient Capital Advisors, LLC
DECREASED
Shares14,123 from 14,300
Change-177 (-1%)
Value$514.8K (-$3.7K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares13,935 from 15,255
Change-1,320 (-9%)
Value$507.9K (-$45.2K)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
UNCHANGED
Shares13,915 from 13,915
Change0 (0%)
Value$507.2K (+$2.6K)
Filed 2026-11-02
Busey Bank
NEW
Shares13,764
Change+13,764
Value$501.7K
Filed 2026-10-26
Evanson Financial, LLC
UNCHANGED
Shares13,547 from 13,547
Change0 (0%)
Value$493.8K (+$2.6K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares13,511 from 17,822
Change-4,311 (-24%)
Value$492.5K (-$153.8K)
Filed 2026-10-09
Pflug Koory, LLC
UNCHANGED
Shares13,510 from 13,510
Change0 (0%)
Value$492.4K (+$2.6K)
Filed 2026-10-26
Bourgeon Capital Management LLC
DECREASED
Shares13,498 from 14,450
Change-952 (-7%)
Value$492.0K (-$32.0K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares13,495 from 5,918
Change+7,577 (+128%)
Value$491.9K (+$277.3K)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares13,481 from 15,221
Change-1,740 (-11%)
Value$491.4K (-$60.5K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares13,470 from 13,997
Change-527 (-4%)
Value$491.0K (-$16.5K)
Filed 2026-10-28
Sterling Financial Planning, Inc.
INCREASED
Shares13,414 from 13,381
Change+33 (+0%)
Value$488.9K (+$3.7K)
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares13,228 from 13,228
Change0 (0%)
Value$482.2K (+$2.5K)
Filed 2026-11-02
Livet Wealth, LLC
DECREASED
Shares13,112 from 14,315
Change-1,203 (-8%)
Value$477.9K (-$41.1K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
INCREASED
Shares12,713 from 12,691
Change+22 (+0%)
Value$463.4K (+$3.2K)
Filed 2026-11-02
Sunesis Advisors, LLC
UNCHANGED
Shares12,698 from 12,698
Change0 (0%)
Value$462.8K (+$2.4K)
Filed 2026-10-26
Evolution Advisers, Inc.
INCREASED
Shares12,693 from 4,908
Change+7,785 (+159%)
Value$459.2K (+$282.2K)
Filed 2026-11-06
Apeiron RIA LLC
UNCHANGED
Shares12,684 from 12,684
Change0 (0%)
Value$460.0K (+$127)
Filed 2026-10-08
Warwick Investment Management, Inc.
DECREASED
Shares12,618 from 12,709
Change-91 (-1%)
Value$459.9K (-$908)
Filed 2026-10-19
SWS Partners
UNCHANGED
Shares12,531 from 12,531
Change0 (0%)
Value$456.8K (+$2.4K)
Filed 2026-10-26
Trek Financial, LLC
INCREASED
Shares12,530 from 10,809
Change+1,721 (+16%)
Value$456.7K (+$64.8K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares12,439 from 12,367
Change+72 (+1%)
Value$453.4K (+$5.0K)
Filed 2026-10-27
Cooke Wealth Management, LLC
DECREASED
Shares12,434 from 12,828
Change-394 (-3%)
Value$453.2K (-$11.9K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares12,413 from 12,312
Change+101 (+1%)
Value$449.1K (+$2.7K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares12,263 from 12,579
Change-316 (-3%)
Value$447.0K (-$9.2K)
Filed 2026-10-16
Sachem Hill LLC
DECREASED
Shares11,490 from 12,749
Change-1,259 (-10%)
Value$418.8K (-$43.5K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
NEW
Shares11,279
Change+11,279
Value$411.1K
Filed 2026-10-20
First Growth Capital LLC
UNCHANGED
Shares11,062 from 11,062
Change0 (0%)
Value$403.2K (+$2.1K)
Filed 2026-10-15
Old National Bancorp
UNCHANGED
Shares10,985 from 10,985
Change0 (0%)
Value$400.4K (+$2.1K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares10,975 from 10,573
Change+402 (+4%)
Value$400.0K (+$16.7K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares10,921 from 10,204
Change+717 (+7%)
Value$398.1K (+$28.1K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares10,897 from 11,855
Change-958 (-8%)
Value$397.2K (-$32.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares10,695 from 10,365
Change+330 (+3%)
Value$389.8K (+$14.0K)
Filed 2026-11-05
Bfsg, LLC
INCREASED
Shares10,602 from 10,497
Change+105 (+1%)
Value$386.4K (+$5.8K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,583 from 11,172
Change-589 (-5%)
Value$385.8K (-$19.3K)
Filed 2026-10-14
Sigma Investment Counselors Inc
INCREASED
Shares10,500 from 7,904
Change+2,596 (+33%)
Value$382.7K (+$96.1K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares10,449 from 10,416
Change+33 (+0%)
Value$380.9K (+$3.2K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares10,328 from 6,069
Change+4,259 (+70%)
Value$376.5K (+$156.4K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares10,310 from 10,310
Change0 (0%)
Value$376 (+$2)
Filed 2026-10-27
Motive Wealth Advisors
DECREASED
Shares10,301 from 11,012
Change-711 (-6%)
Value$375.5K (-$23.8K)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares10,102 from 10,009
Change+93 (+1%)
Value$368.2K (+$5.3K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares10,073 from 10,073
Change0 (0%)
Value$367.2K (+$1.9K)
Filed 2026-10-07
Sovran Advisors, LLC
DECREASED
Shares10,026 from 17,660
Change-7,634 (-43%)
Value$349.0K (-$275.5K)
Filed 2026-11-02
Signaturefd, LLC
DECREASED
Shares9,968 from 10,451
Change-483 (-5%)
Value$363.3K (-$15.6K)
Filed 2026-10-23
Schaeffer Financial LLC
UNCHANGED
Shares9,956 from 9,956
Change0 (0%)
Value$362.9K (+$1.9K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares9,942 from 9,942
Change0 (0%)
Value$360.5K ($0)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares9,863
Change+9,863
Value$359.5K
Filed 2026-10-21
ETF Store, Inc.
DECREASED
Shares9,782 from 9,860
Change-78 (-1%)
Value$356.5K (-$970)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
DECREASED
Shares9,782 from 9,795
Change-13 (0%)
Value$356.6K (+$1.4K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares9,760 from 9,810
Change-50 (-1%)
Value$355.8K (+$41)
Filed 2026-10-09
Bensler, LLC
INCREASED
Shares9,755 from 9,753
Change+2 (+0%)
Value$355.6K (+$1.9K)
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares9,603 from 9,603
Change0 (0%)
Value$350.0K (+$1.8K)
Filed 2026-10-23
Warner Financial, Inc
UNCHANGED
Shares9,472 from 9,472
Change0 (0%)
Value$345.3K (+$1.8K)
Filed 2026-11-06
Summit Financial Strategies, Inc.
DECREASED
Shares9,153 from 11,819
Change-2,666 (-23%)
Value$333.6K (-$94.9K)
Filed 2026-10-14
RCW Management, LLC
DECREASED
Shares9,119 from 9,178
Change-59 (-1%)
Value$332.4K (-$406)
Filed 2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED
Shares9,089 from 9,089
Change0 (0%)
Value$331.3K (+$1.7K)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares9,065 from 9,460
Change-395 (-4%)
Value$330.4K (-$12.6K)
Filed 2026-11-05
Twele Capital Management, Inc.
DECREASED
Shares9,064 from 9,846
Change-782 (-8%)
Value$330.4K (-$26.6K)
Filed 2026-10-13
Moneco Advisors, LLC
UNCHANGED
Shares9,033 from 9,033
Change0 (0%)
Value$329.3K (+$1.7K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares8,986 from 8,613
Change+373 (+4%)
Value$327.5K (+$15.2K)
Filed 2026-10-09
Sterling Investment Management, LLC
INCREASED
Shares8,761 from 8,662
Change+99 (+1%)
Value$319.3K (+$5.3K)
Filed 2026-10-16
Downshift Financial, LLC
DECREASED
Shares8,678 from 8,692
Change-14 (0%)
Value$316.3K (+$1.2K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
NEW
Shares8,660
Change+8,660
Value$315.7K
Filed 2026-10-23
Successful Portfolios LLC
DECREASED
Shares8,652 from 8,712
Change-60 (-1%)
Value$322.4K (+$4.6K)
Filed 2026-10-09
Glaxis Capital Management, LLC
UNCHANGED
Shares8,588 from 8,588
Change0 (0%)
Value$313.0K (+$1.6K)
Filed 2026-11-02
Ejmk Ventures LLC
DECREASED
Shares8,584 from 8,919
Change-335 (-4%)
Value$312.9K (-$10.5K)
Filed 2026-10-21
Castleview Partners, LLC
INCREASED
Shares8,582 from 8,528
Change+54 (+1%)
Value$312.8K (+$3.6K)
Filed 2026-10-09
Great Waters Wealth Management
DECREASED
Shares8,479 from 9,120
Change-641 (-7%)
Value$309.0K (-$21.7K)
Filed 2026-10-07
Peterson Wealth Advisors, LLC
INCREASED
Shares8,436 from 6,701
Change+1,735 (+26%)
Value$307.5K (+$64.5K)
Filed 2026-10-08
Carnegie Investment Counsel
INCREASED
Shares8,388 from 7,307
Change+1,081 (+15%)
Value$305.7K (+$40.8K)
Filed 2026-10-20
Flower City Capital
UNCHANGED
Shares8,388 from 8,388
Change0 (0%)
Value$305.8K (+$1.6K)
Filed 2026-10-15
Elite Life Management LLC
INCREASED
Shares8,359 from 7,162
Change+1,197 (+17%)
Value$279.4K (+$16.7K)
Filed 2026-11-06
Planned Solutions, Inc.
DECREASED
Shares8,275 from 8,606
Change-331 (-4%)
Value$301.6K (-$10.4K)
Filed 2026-10-19
Daytona Street Capital LLC
UNCHANGED
Shares8,226 from 8,226
Change0 (0%)
Value$306.2K (+$5.9K)
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares8,181 from 8,091
Change+90 (+1%)
Value$298.2K (+$4.8K)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares8,177 from 6,609
Change+1,568 (+24%)
Value$298 (-$239.7K)
Filed 2026-10-22
Sage Rhino Capital LLC
UNCHANGED
Shares8,160 from 8,160
Change0 (0%)
Value$297.4K (+$1.6K)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
UNCHANGED
Shares8,099 from 8,099
Change0 (0%)
Value$295.2K (+$1.5K)
Filed 2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED
Shares8,072 from 8,422
Change-350 (-4%)
Value$294.2K (-$11.2K)
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares8,019 from 5,969
Change+2,050 (+34%)
Value$292.3K (+$75.9K)
Filed 2026-10-19
Snider Financial Group
UNCHANGED
Shares7,874 from 7,874
Change0 (0%)
Value$287.0K (+$1.5K)
Filed 2026-10-16
StoneX Group Inc.
NEW
Shares7,738
Change+7,738
Value$282.6K
Filed 2026-11-03
Richard P Slaughter Associates Inc
NEW
Shares7,713
Change+7,713
Value$281.1K
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares7,666 from 7,499
Change+167 (+2%)
Value$279.4K (+$7.5K)
Filed 2026-10-08
SLT Holdings LLC
UNCHANGED
Shares7,655 from 7,655
Change0 (0%)
Value$279.0K (+$1.5K)
Filed 2026-10-15
Forum Financial Management, LP
INCREASED
Shares7,639 from 7,603
Change+36 (+0%)
Value$278.4K (+$2.8K)
Filed 2026-10-16
Factor Wealth Management LTD
UNCHANGED
Shares7,635 from 7,635
Change0 (0%)
Value$278.3K (+$1.5K)
Filed 2026-10-08
Joseph P. Lucia & Associates, LLC
DECREASED
Shares7,620 from 8,164
Change-544 (-7%)
Value$277.7K (-$18.3K)
Filed 2026-10-30
True Freedom Investing, LLC
DECREASED
Shares7,572 from 151,319
Change-143,747 (-95%)
Value$276.0K (-$4.7M)
Filed 2026-10-29
Pinkerton Wealth, LLC
DECREASED
Shares7,561 from 163,050
Change-155,489 (-95%)
Value$275.6K (-$5.1M)
Filed 2026-10-29
Stirlingshire Investments, Inc.
INCREASED
Shares7,558 from 7,540
Change+18 (+0%)
Value$275.5K (+$2.1K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares7,421
Change+7,421
Value$270.5K
Filed 2026-10-14
Highline Wealth Partners LLC
DECREASED
Shares7,349 from 7,433
Change-84 (-1%)
Value$267.9K (-$1.6K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares7,340 from 7,978
Change-638 (-8%)
Value$267.5K (-$21.7K)
Filed 2026-10-20
DBK Financial Counsel, LLC
UNCHANGED
Shares7,249 from 7,249
Change0 (0%)
Value$264.2K (+$1.4K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares7,180 from 7,420
Change-240 (-3%)
Value$261.7K (-$7.3K)
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares7,146 from 7,146
Change0 (0%)
Value$260.5K (+$1.4K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares7,113 from 7,113
Change0 (0%)
Value$259.3K (+$1.4K)
Filed 2026-10-08
Pittenger & Anderson Inc
UNCHANGED
Shares7,098 from 7,098
Change0 (0%)
Value$258.7K (+$1.3K)
Filed 2026-11-02
Chapman Financial Group, LLC
UNCHANGED
Shares7,047 from 7,047
Change0 (0%)
Value$256.9K (+$1.3K)
Filed 2026-10-26
RHS Financial, LLC
UNCHANGED
Shares6,992 from 6,992
Change0 (0%)
Value$254.9K (+$1.3K)
Filed 2026-10-13
Emergent Wealth Advisors, LLC
INCREASED
Shares6,991 from 6,741
Change+250 (+4%)
Value$254.8K (+$6.6K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares6,958
Change+6,958
Value$253.6K
Filed 2026-11-03
Liberty Capital Management, Inc.
UNCHANGED
Shares6,919 from 6,919
Change0 (0%)
Value$252.2K (+$1.3K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares6,836 from 7,921
Change-1,085 (-14%)
Value$249.2K (-$38.0K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
NEW
Shares6,799
Change+6,799
Value$247.8K
Filed 2026-11-06
Focused Wealth Management, Inc
UNCHANGED
Shares6,789 from 6,789
Change0 (0%)
Value$247.5K (+$1.3K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares6,777 from 6,682
Change+95 (+1%)
Value$247.0K (+$4.7K)
Filed 2026-10-21
Cypress Wealth Services, LLC
INCREASED
Shares6,621 from 6,607
Change+14 (+0%)
Value$246.6K (+$7.1K)
Filed 2026-10-21
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$240.4K (+$1.3K)
Filed 2026-10-27
Vilga Financial Planning LLC
UNCHANGED
Shares6,571 from 6,571
Change0 (0%)
Value$239.5K (+$1.2K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares6,564 from 1,464
Change+5,100 (+348%)
Value$239.3K (+$186.2K)
Filed 2026-10-30
Fisher Asset Management, LLC
NEW
Shares6,482
Change+6,482
Value$236.3K
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$233.3K (+$1.2K)
Filed 2026-10-22
Athena Wealth Management, LLC
DECREASED
Shares6,374 from 6,377
Change-3 (0%)
Value$232.3K (+$1.1K)
Filed 2026-10-09
Pacific Asset Management, LLC
UNCHANGED
Shares6,320 from 6,320
Change0 (0%)
Value$230.4K (+$1.2K)
Filed 2026-10-15
Private Wealth Management Group, LLC
DECREASED
Shares6,295 from 6,490
Change-195 (-3%)
Value$229.5K (-$5.9K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
DECREASED
Shares6,290 from 6,742
Change-452 (-7%)
Value$229.3K (-$15.2K)
Filed 2026-10-20
Parkshore Wealth Management, Inc.
DECREASED
Shares6,284 from 6,754
Change-470 (-7%)
Value$229.0K (-$15.9K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares6,243 from 6,312
Change-69 (-1%)
Value$227.5K (-$1.3K)
Filed 2026-11-03
Guardian Wealth Advisors, LLC
DECREASED
Shares6,232 from 8,782
Change-2,550 (-29%)
Value$217.9K (-$100.5K)
Filed 2026-10-30
Unique Wealth, LLC
DECREASED
Shares6,214 from 6,851
Change-637 (-9%)
Value$226.5K (-$21.9K)
Filed 2026-10-16
Roffman Miller Associates Inc
INCREASED
Shares6,208 from 5,517
Change+691 (+13%)
Value$226.3K (+$26.2K)
Filed 2026-10-19
Fell Capital Management
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$226.0K (+$1.2K)
Filed 2026-10-09
Clearstead Advisors, LLC
DECREASED
Shares6,158 from 6,694
Change-536 (-8%)
Value$224.5K (-$18.3K)
Filed 2026-11-06
Diversify Advisory Services, LLC
DECREASED
Shares6,128 from 6,306
Change-178 (-3%)
Value$221.5K (-$3.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares6,128 from 6,306
Change-178 (-3%)
Value$221.5K (-$3.4K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares6,119 from 6,119
Change0 (0%)
Value$223.0K (+$1.2K)
Filed 2026-10-13
Peak Financial Management, Inc.
INCREASED
Shares6,065 from 6,040
Change+25 (+0%)
Value$221.1K (+$2.1K)
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares5,991 from 6,221
Change-230 (-4%)
Value$218.4K (-$7.2K)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares5,966 from 5,984
Change-18 (0%)
Value$217.5K (+$481)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares5,933
Change+5,933
Value$216.3K
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares5,911 from 6,184
Change-273 (-4%)
Value$215.5K (-$8.8K)
Filed 2026-10-09
Ironwood Financial, llc
DECREASED
Shares5,883 from 5,937
Change-54 (-1%)
Value$214.4K (+$1.7K)
Filed 2026-10-20
BXM Wealth LLC
UNCHANGED
Shares5,852 from 5,852
Change0 (0%)
Value$213.3K (+$1.1K)
Filed 2026-11-03
Tannin Capital LLC
NEW
Shares5,799
Change+5,799
Value$211.4K
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares5,707 from 5,707
Change0 (0%)
Value$208.0K (+$1.1K)
Filed 2026-10-13
Shearwater Capital LLC
UNCHANGED
Shares5,630 from 5,630
Change0 (0%)
Value$205.2K (+$1.1K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares5,623 from 6,320
Change-697 (-11%)
Value$205.0K (-$24.2K)
Filed 2026-10-07
Carter Financial Group, Inc.
DECREASED
Shares5,583 from 6,410
Change-827 (-13%)
Value$203.5K (-$28.9K)
Filed 2026-10-21
Tactive Advisors, LLC
NEW
Shares5,524
Change+5,524
Value$201.4K
Filed 2026-10-08
MBL Wealth, LLC
NEW
Shares5,500
Change+5,500
Value$200.5K
Filed 2026-10-22
Carolina Wealth Advisors, LLC
DECREASED
Shares5,361 from 5,980
Change-619 (-10%)
Value$195.4K (-$21.4K)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares5,075 from 5,075
Change0 (0%)
Value$186.7K (+$1.3K)
Filed 2026-10-08
Russell Investments Group, Ltd.
INCREASED
Shares5,052 from 2,562
Change+2,490 (+97%)
Value$184.1K (+$91.2K)
Filed 2026-11-06
Versant Capital Management, Inc
DECREASED
Shares5,002 from 5,037
Change-35 (-1%)
Value$182.3K (-$327)
Filed 2026-10-02
Birchbrook, Inc.
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$181.0K (+$943)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,947 from 4,493
Change+454 (+10%)
Value$180.3K (+$17.4K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares4,695 from 4,790
Change-95 (-2%)
Value$171.2K (-$2.6K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$151.2K (+$788)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares4,130 from 2,913
Change+1,217 (+42%)
Value$150.5K (+$44.9K)
Filed 2026-10-28
Peterson Wealth Management
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$148.8K (+$775)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares3,907
Change+3,907
Value$142.4K
Filed 2026-10-27
Madden Securities Corp
NEW
Shares3,748
Change+3,748
Value$136.6K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares3,531
Change+3,531
Value$128.7K
Filed 2026-10-27
Sima Wealth Partners, LLC
INCREASED
Shares3,394 from 3,375
Change+19 (+1%)
Value$123.7K (+$1.3K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares3,330 from 3,851
Change-521 (-14%)
Value$121.4K (-$18.3K)
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$108.8K (+$567)
Filed 2026-10-23
Fairway Wealth LLC
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$107.8K (+$562)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$105.1K (+$547)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,874 from 2,700
Change+174 (+6%)
Value$104.8K (+$6.8K)
Filed 2026-10-26
GS Investments, Inc.
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$98.6K (+$514)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$97.7K (+$509)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$92.8K (-$3.5K)
Filed 2026-10-29
McCarley & Cook Financial Planners
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$92.6K (+$483)
Filed 2026-10-21
Newton One Investments LLC
DECREASED
Shares2,498 from 2,768
Change-270 (-10%)
Value$91.0K (-$9.3K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$87.1K (+$454)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$86.4K (+$8.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,316 from 375
Change+1,941 (+518%)
Value$85 (-$6.9K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$79.6K (+$415)
Filed 2026-10-16
Bayban
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$73.7K ($0)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$73.3K (+$381)
Filed 2026-10-14
Burk Holdings LLC
DECREASED
Shares1,991 from 1,992
Change-1 (0%)
Value$72.6K (+$342)
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$72.0K (+$375)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares1,936
Change+1,936
Value$70.6K
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$70.2K (+$385)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$65.1K (+$339)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares1,642 from 1,642
Change0 (0%)
Value$59.8K (+$312)
Filed 2026-10-15
Phillips Financial Management, LLC
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$56.8K (+$296)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$54.9K (+$286)
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$51.7K (+$269)
Filed 2026-10-05
Tradewinds Capital Management, LLC
INCREASED
Shares1,353 from 1,346
Change+7 (+1%)
Value$49.3K (+$511)
Filed 2026-10-23
TFC Financial Management, Inc.
DECREASED
Shares1,306 from 1,307
Change-1 (0%)
Value$47.6K (+$212)
Filed 2026-10-26
Joseph Group Capital Management
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$45.5K (+$237)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$45.0K (+$235)
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$44.2K (+$231)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares1,207
Change+1,207
Value$44.0K
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$40.1K (+$209)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares1,091
Change+1,091
Value$39.8K
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$38.9K (+$203)
Filed 2026-10-20
Davis Capital Management
INCREASED
Shares999 from 237
Change+762 (+322%)
Value$36.4K (+$27.8K)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares936 from 871
Change+65 (+7%)
Value$34.1K (+$2.5K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$32.5K (+$169)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$31.1K (+$162)
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares783
Change+783
Value$28.5K
Filed 2026-10-19
PFS Partners, LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$26.9K (+$140)
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$25.4K (+$133)
Filed 2026-10-20
Godsey & Gibb, Inc
DECREASED
Shares659 from 1,084
Change-425 (-39%)
Value$24.0K (-$15.3K)
Filed 2026-10-14
Whipplewood Advisors, LLC
INCREASED
Shares659 from 652
Change+7 (+1%)
Value$24.0K (+$379)
Filed 2026-10-20
Armstrong Advisory Group, Inc
NEW
Shares646
Change+646
Value$23.5K
Filed 2026-10-09
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares614 from 455
Change+159 (+35%)
Value$22.4K (+$5.9K)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$22.4K (+$117)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares595 from 19
Change+576 (+3032%)
Value$21.7K (+$21.0K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$21.6K (+$113)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$18.8K (+$98)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.2K (+$95)
Filed 2026-11-04
PFC Capital Group, Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$17.5K (+$17.5K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$17.0K (+$88)
Filed 2026-10-23
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$16.9K (+$88)
Filed 2026-10-05
Key FInancial Inc
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$16.5K (+$85)
Filed 2026-11-02
Friedenthal Financial
INCREASED
Shares451 from 442
Change+9 (+2%)
Value$16.4K (+$412)
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$16.0K (+$83)
Filed 2026-10-28
Milestone Investment Advisors LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$15.4K (+$81)
Filed 2026-11-05
Alpine Bank Wealth Management
NEW
Shares400
Change+400
Value$14.6K
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares381
Change+381
Value$13.9K
Filed 2026-10-29
Your Advocates Ltd., LLP
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$13.8K (+$72)
Filed 2026-11-03
Wilkerson Advisory Group LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$12.8K (+$67)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$12.6K (+$65)
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$10.3K (+$54)
Filed 2026-10-26
True Wealth Design, LLC
DECREASED
Shares281 from 539
Change-258 (-48%)
Value$10.2K (-$9.3K)
Filed 2026-10-13
Horrell Capital Management, Inc.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$9.1K (+$48)
Filed 2026-10-08
Kozak & Associates, Inc.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$7.9K (-$204)
Filed 2026-10-29
Reap Financial Group, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$8.3K (+$43)
Filed 2026-11-02
CX Institutional
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$8 ($0)
Filed 2026-10-02
Vermillion Wealth Management, Inc.
DECREASED
Shares202 from 6,826
Change-6,624 (-97%)
Value$7.4K (-$240.1K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.3K (+$38)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$7.0K (+$36)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares191
Change+191
Value$7.0K
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$6.2K (+$33)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares167 from 94
Change+73 (+78%)
Value$6.1K (+$2.7K)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares164
Change+164
Value$6.0K
Filed 2026-10-13
Oakworth Capital, Inc.
DECREASED
Shares159 from 381
Change-222 (-58%)
Value$5.8K (-$7.9K)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$5.3K (+$28)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$5.0K (+$26)
Filed 2026-10-14
Community Bank, N.A.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$4.8K (+$26)
Filed 2026-11-06
Pillar Financial Advisors, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$4.0K (+$21)
Filed 2026-10-21
Atmos Advisory, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.0K (+$21)
Filed 2026-10-06
Trust Co of Toledo NA
NEW
Shares100
Change+100
Value$3.6K
Filed 2026-10-16
Sellwood Investment Partners LLC
DECREASED
Shares85 from 269
Change-184 (-68%)
Value$3.1K (-$6.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares79
Change+79
Value$2.9K
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2.6K (+$33)
Filed 2026-10-29
Gen-Wealth Partners Inc
NEW
Shares69
Change+69
Value$2.5K
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.0K (+$11)
Filed 2026-10-28
Townsend Asset Management Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.8K (+$10)
Filed 2026-10-29
Financial Freedom, LLC
NEW
Shares47
Change+47
Value$1.7K
Filed 2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.7K (+$9)
Filed 2026-10-16
Noble Wealth Management PBC
NEW
Shares41
Change+41
Value$1.5K
Filed 2026-10-01
Maryland Capital Advisors Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.4K (+$7)
Filed 2026-10-15
Trust Co
INCREASED
Shares38 from 35
Change+3 (+9%)
Value$1.4K (+$122)
Filed 2026-10-09
Avion Wealth
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.3K (-$75)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.1K (-$4)
Filed 2026-10-16
Redwood Park Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$730 (+$3)
Filed 2026-11-02
Chilton Capital Management LLC
NEW
Shares19
Change+19
Value$693
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$547 (+$3)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$547 (+$3)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$474 (+$3)
Filed 2026-10-23
Blueline Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$379 (+$2)
Filed 2026-10-15
POM Investment Strategies, LLC
NEW
Shares0
Change0
Value$8
Filed 2026-10-20
Nations Financial Group Inc,
CLOSED
Shares0 from 134,104
Change-134,104 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Associated Banc-Corp
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Wlth Capital Management, LLC
CLOSED
Shares0 from 24,946
Change-24,946 (-100%)
Value$0 (-$904.5K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 10,953
Change-10,953 (-100%)
Value$0 (-$397.1K)
Filed 2026-10-20
RTD Financial Advisors, Inc.
CLOSED
Shares0 from 9,200
Change-9,200 (-100%)
Value$0 (-$333.6K)
Filed 2026-10-09
Capital Planning LLC
CLOSED
Shares0 from 8,939
Change-8,939 (-100%)
Value$0 (-$324.1K)
Filed 2026-10-09
Integrated Advisors Network LLC
CLOSED
Shares0 from 6,942
Change-6,942 (-100%)
Value$0 (-$251.7K)
Filed 2026-10-20
Radnor Capital Management, LLC
CLOSED
Shares0 from 6,305
Change-6,305 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-23
Certior Financial Group, LLC
CLOSED
Shares0 from 6,161
Change-6,161 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-19
CGN Advisors LLC
CLOSED
Shares0 from 6,055
Change-6,055 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-21
Advisor OS, LLC
CLOSED
Shares0 from 5,972
Change-5,972 (-100%)
Value$0 (-$216.5K)
Filed 2026-11-03
Islay Capital Management, LLC
CLOSED
Shares0 from 3,657
Change-3,657 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$95.4K)
Filed 2026-10-07
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$70.1K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 1,725
Change-1,725 (-100%)
Value$0 (-$62.5K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 1,594
Change-1,594 (-100%)
Value$0 (-$57.4K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$44.5K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,190
Change-1,190 (-100%)
Value$0 (-$43.1K)
Filed 2026-10-15
CrossGen Wealth, LLC
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-09
Evolution Wealth Management Inc.
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Trust Co of Vermont
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Wagner Wealth Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$192)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$72)
Filed 2026-11-04
Toth Financial Advisory Corp
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$37)
Filed 2026-10-08
Retirement Wealth Solutions LLC
UNCHANGED
Shares0 from 0
Change0
Value$5 ($0)
Filed 2026-10-07
Financial Engines Advisors L.L.C.
N/A
Shares— from 15,123,069
Change-15,123,069 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,474,823
Change-9,474,823 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,178,103
Change-3,178,103 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,169,433
Change-3,169,433 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,351,762
Change-2,351,762 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,289,500
Change-2,289,500 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,941,101
Change-1,941,101 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,761,499
Change-1,761,499 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,572,456
Change-1,572,456 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,564,651
Change-1,564,651 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,548,538
Change-1,548,538 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,540,632
Change-1,540,632 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,489,129
Change-1,489,129 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,391,990
Change-1,391,990 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,017,905
Change-1,017,905 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,005,812
Change-1,005,812 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 960,587
Change-960,587 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 901,137
Change-901,137 (-100%)
Value—
UBS Group AG
N/A
Shares— from 893,714
Change-893,714 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 857,565
Change-857,565 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 823,721
Change-823,721 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 737,603
Change-737,603 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 694,776
Change-694,776 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 682,534
Change-682,534 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 637,348
Change-637,348 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 636,075
Change-636,075 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 507,913
Change-507,913 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 480,364
Change-480,364 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 412,214
Change-412,214 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 394,360
Change-394,360 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 385,249
Change-385,249 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 366,286
Change-366,286 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 356,904
Change-356,904 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 354,874
Change-354,874 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 339,687
Change-339,687 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 328,318
Change-328,318 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 328,242
Change-328,242 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 322,229
Change-322,229 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 312,716
Change-312,716 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 305,719
Change-305,719 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 273,776
Change-273,776 (-100%)
Value—
Invst, LLC
N/A
Shares— from 272,075
Change-272,075 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 269,821
Change-269,821 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 269,165
Change-269,165 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 265,946
Change-265,946 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 260,903
Change-260,903 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 260,114
Change-260,114 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 248,447
Change-248,447 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 245,329
Change-245,329 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 232,125
Change-232,125 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 216,012
Change-216,012 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 215,853
Change-215,853 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 212,702
Change-212,702 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 197,709
Change-197,709 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 190,946
Change-190,946 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 190,814
Change-190,814 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 182,361
Change-182,361 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 182,055
Change-182,055 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 173,074
Change-173,074 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 172,279
Change-172,279 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 171,345
Change-171,345 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 163,176
Change-163,176 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 158,537
Change-158,537 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 157,786
Change-157,786 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 157,138
Change-157,138 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 156,693
Change-156,693 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 154,889
Change-154,889 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 153,041
Change-153,041 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 151,894
Change-151,894 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 148,522
Change-148,522 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 144,574
Change-144,574 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 144,545
Change-144,545 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 144,347
Change-144,347 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 124,291
Change-124,291 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 122,108
Change-122,108 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 121,568
Change-121,568 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 119,538
Change-119,538 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 118,674
Change-118,674 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 118,329
Change-118,329 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 115,854
Change-115,854 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 114,674
Change-114,674 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 113,376
Change-113,376 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 112,962
Change-112,962 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 111,359
Change-111,359 (-100%)
Value—
Betterment LLC
N/A
Shares— from 111,172
Change-111,172 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 108,220
Change-108,220 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 105,702
Change-105,702 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 104,948
Change-104,948 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 104,050
Change-104,050 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 95,877
Change-95,877 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 89,994
Change-89,994 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 89,816
Change-89,816 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 82,960
Change-82,960 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 81,637
Change-81,637 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 80,879
Change-80,879 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 80,322
Change-80,322 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 78,365
Change-78,365 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 75,180
Change-75,180 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 72,632
Change-72,632 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 72,317
Change-72,317 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,837
Change-69,837 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 69,623
Change-69,623 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 64,993
Change-64,993 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 64,534
Change-64,534 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 64,417
Change-64,417 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 63,903
Change-63,903 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 60,106
Change-60,106 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 60,013
Change-60,013 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 58,184
Change-58,184 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 56,626
Change-56,626 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 55,104
Change-55,104 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 54,589
Change-54,589 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 52,357
Change-52,357 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 52,159
Change-52,159 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 51,184
Change-51,184 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50,920
Change-50,920 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,120
Change-50,120 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 48,148
Change-48,148 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,022
Change-48,022 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 47,552
Change-47,552 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 46,430
Change-46,430 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 46,372
Change-46,372 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 44,957
Change-44,957 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,341
Change-44,341 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 43,182
Change-43,182 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 42,938
Change-42,938 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 42,898
Change-42,898 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 42,601
Change-42,601 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 42,042
Change-42,042 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 41,860
Change-41,860 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,454
Change-40,454 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 40,394
Change-40,394 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 40,038
Change-40,038 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 38,841
Change-38,841 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 38,316
Change-38,316 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 37,018
Change-37,018 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 36,905
Change-36,905 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,875
Change-36,875 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 35,856
Change-35,856 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 35,074
Change-35,074 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 34,162
Change-34,162 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,845
Change-32,845 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 32,517
Change-32,517 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 32,337
Change-32,337 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 32,213
Change-32,213 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 31,802
Change-31,802 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 31,558
Change-31,558 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31,384
Change-31,384 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,249
Change-31,249 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 31,249
Change-31,249 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 31,160
Change-31,160 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 31,104
Change-31,104 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,998
Change-30,998 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 30,067
Change-30,067 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 29,631
Change-29,631 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 29,603
Change-29,603 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 29,458
Change-29,458 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,937
Change-28,937 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 28,669
Change-28,669 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 28,387
Change-28,387 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 28,221
Change-28,221 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 28,029
Change-28,029 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 27,764
Change-27,764 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 27,508
Change-27,508 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 27,257
Change-27,257 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 26,609
Change-26,609 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 25,655
Change-25,655 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,636
Change-25,636 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,190
Change-24,190 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 23,792
Change-23,792 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 23,760
Change-23,760 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 23,710
Change-23,710 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 23,313
Change-23,313 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 22,915
Change-22,915 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 22,835
Change-22,835 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,505
Change-22,505 (-100%)
Value—
Commerce Bank
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,482
Change-22,482 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 21,991
Change-21,991 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,942
Change-21,942 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 21,894
Change-21,894 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,703
Change-20,703 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 20,647
Change-20,647 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,525
Change-20,525 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 20,419
Change-20,419 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 20,114
Change-20,114 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 19,855
Change-19,855 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,819
Change-19,819 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 19,402
Change-19,402 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 18,922
Change-18,922 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 18,364
Change-18,364 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,052
Change-18,052 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 17,810
Change-17,810 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 17,807
Change-17,807 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,894
Change-16,894 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 16,779
Change-16,779 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 16,770
Change-16,770 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 16,701
Change-16,701 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,518
Change-16,518 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 16,045
Change-16,045 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 15,756
Change-15,756 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,631
Change-15,631 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,543
Change-15,543 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,312
Change-15,312 (-100%)
Value—
&partners
N/A
Shares— from 15,229
Change-15,229 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 14,997
Change-14,997 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 14,860
Change-14,860 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,843
Change-14,843 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,364
Change-14,364 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,237
Change-14,237 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 13,876
Change-13,876 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,865
Change-13,865 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,592
Change-13,592 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 13,181
Change-13,181 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12,813
Change-12,813 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 12,412
Change-12,412 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 11,780
Change-11,780 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 11,588
Change-11,588 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 11,157
Change-11,157 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,872
Change-10,872 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,238
Change-10,238 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 10,187
Change-10,187 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,864
Change-9,864 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 9,789
Change-9,789 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
State Street Corp
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
American Trust
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,912
Change-6,912 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,077
Change-6,077 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 5,797
Change-5,797 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,142
Change-4,142 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 942
Change-942 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 782
Change-782 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 682
Change-682 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 602
Change-602 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Motco
N/A
Shares— from 421
Change-421 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 392
Change-392 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 305
Change-305 (-100%)
Value—
CNB Bank
N/A
Shares— from 296
Change-296 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 127
Change-127 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 120
Change-120 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Creative Planning
DECREASED20,362,82321,086,695-723,872-3%$764.6M$742.2M-$22.4M2026-11-02
Rakuten Investment Management, Inc.
INCREASED3,047,5592,945,288+102,271+3%$105.9M$111.6M+$5.7M2026-10-30
Fund Evaluation Group, LLC
INCREASED2,616,8391,153,361+1,463,478+127%$41.8M$95.4M+$53.6M2026-11-05
Rebalance, LLC
INCREASED2,350,3082,298,258+52,050+2%$83.3M$85.7M+$2.3M2026-10-22
Orgel Wealth Management, LLC
INCREASED2,274,2532,198,585+75,668+3%$79.7M$82.9M+$3.2M2026-10-14
US Bancorp \de\
DECREASED2,195,1753,415,025-1,219,850-36%$123.8M$80.0M-$43.8M2026-11-05
Mather Group, Llc.
INCREASED2,146,1082,118,024+28,084+1%$76.8M$78.2M+$1.4M2026-10-14
Krilogy Financial LLC
INCREASED1,753,0851,737,850+15,235+1%$63.0M$64.4M+$1.3M2026-10-13
Charles Schwab Trust Co
INCREASED1,682,8881,651,919+30,969+2%$59.9M$61.3M+$1.4M2026-10-15
Heartwood Wealth Advisors LLC
DECREASED1,517,9591,518,670-7110%$55.1M$55.3M+$262.6K2026-10-05
Mountain Capital Investment Advisors Inc.
INCREASED1,486,1941,444,034+42,160+3%$52.4M$54.2M+$1.8M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,363,6771,311,736+51,941+4%$47.0M$48.6M+$1.6M2026-10-13
Rainey & Randall Wealth Advisors Inc.
INCREASED1,106,2281,095,808+10,420+1%$39.7M$40.3M+$588.0K2026-10-26
Cooper S Advisors, LLC
DECREASED974,971992,925-17,954-2%$36.0M$35.5M-$465.8K2026-11-03
HBK Sorce Advisory LLC
DECREASED748,041768,693-20,652-3%$28.2M$25.0M-$3.2M2026-11-06
Almanack Investment Partners, Llc.
INCREASED676,75111,638+665,113+5715%$422.0K$24.7M+$24.2M2026-11-03
BlueSky Wealth Advisors, LLC
INCREASED639,742623,170+16,572+3%$22.6M$23.3M+$722.5K2026-10-29
93 Financial Group, LLC
DECREASED616,465617,288-8230%$22.4M$22.5M+$87.3K2026-10-21
Thrivent Financial for Lutherans
INCREASED529,462518,521+10,941+2%$18.8M$19.2K-$18.8M2026-11-05
TruNorth Capital Management, LLC
INCREASED517,193496,715+20,478+4%$18.0M$18.9M+$840.8K2026-10-14
Naples Global Advisors, LLC
INCREASED512,866492,388+20,478+4%$17.9M$18.7M+$840.0K2026-11-05
Alliance Wealth Management Group
DECREASED471,126476,643-5,517-1%$17.3M$17.2M-$110.5K2026-10-29
Towercrest Capital Management
DECREASED471,126476,643-5,517-1%$17.3M$17.2M-$110.5K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED442,879440,417+2,462+1%$16.0M$16.1M+$173.4K2026-10-27
BIP Wealth, LLC
INCREASED440,655322,953+117,702+36%$11.7M$16.1M+$4.4M2026-10-22
Procyon Advisors, LLC
INCREASED438,170428,341+9,829+2%$15.5M$16.0M+$439.6K2026-10-21
Droms Strauss Advisors Inc
INCREASED426,420414,790+11,630+3%$15.0M$15.5M+$502.7K2026-11-03
Gemmer Asset Management LLC
INCREASED399,810382,946+16,864+4%$13.9M$14.6M+$687.4K2026-10-16
RFG - Bristol Wealth Advisors, LLC
INCREASED395,636379,309+16,327+4%$13.8M$14.4M+$667.2K2026-10-09
LPL Financial LLC
INCREASED389,874356,824+33,050+9%$12.9M$14.2M+$1.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED379,000406,323-27,323-7%$14.7M$13.8M-$918.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED367,739352,038+15,701+4%$12.8M$13.4K-$12.8M2026-11-02
Visionary Wealth Advisors
INCREASED339,703332,463+7,240+2%$12.1M$12.4M+$327.1K2026-11-04
Truist Financial Corp
DECREASED336,857342,049-5,192-2%$12.4M$12.3M-$124.3K2026-10-30
SigFig Wealth Management, LLC
DECREASED325,726326,107-3810%$11.7M$11.9M+$152.4K2026-10-07
Prime Capital Investment Advisors, LLC
INCREASED295,922295,212+710+0%$10.7M$10.8M+$82.0K2026-10-20
Farther Finance Advisors, LLC
INCREASED289,094200,099+88,995+44%$7.3M$10.5M+$3.3M2026-10-08
Steele Capital Management, Inc.
DECREASED285,983287,095-1,1120%$10.4M$10.4M+$14.0K2026-11-02
Seneca Financial Advisors LLC
DECREASED275,544285,421-9,877-3%$10.3M$10.0M-$305.8K2026-10-28
Boltwood Capital Management
INCREASED269,370264,128+5,242+2%$9.6M$9.8M+$241.3K2026-10-02
AlphaCore Capital LLC
DECREASED264,766272,774-8,008-3%$9.9M$9.7M-$240.0K2026-11-04
Wedmont Private Capital
DECREASED259,628262,436-2,808-1%$9.6M$9.4M-$157.1K2026-10-09
Savant Capital, LLC
DECREASED245,524473,499-227,975-48%$16.4M$8.9M-$7.4M2026-11-06
Boyd Wealth Management, LLC
DECREASED243,162465,589-222,427-48%$16.9M$8.9M-$8.0M2026-10-20
Asset Allocation Strategies LLC
INCREASED243,135121,251+121,884+101%$4.4M$8.9M+$4.5M2026-10-20
Bank of New York Mellon Corp
INCREASED242,184230,053+12,131+5%$8.3M$8.8M+$485.9K2026-11-05
Garde Capital, Inc.
DECREASED241,865271,769-29,904-11%$9.9M$8.8M-$1.0M2026-10-29
Valley National Advisers Inc
INCREASED239,432227,823+11,609+5%$8.3M$8.7M+$466.4K2026-10-23
St. Louis Trust Co
UNCHANGED231,273231,27300%$6.5M$8.4M+$1.9M2026-11-03
Nicholas Hoffman & Company, Llc.
UNCHANGED229,545229,54500%$8.3M$8.4M+$43.6K2026-10-30
McAdam, LLC
DECREASED228,676243,281-14,605-6%$8.8M$8.3M-$486.1K2026-10-21
Cornerstone Wealth Advisors, Inc.
INCREASED222,851220,246+2,605+1%$8.0M$8.1M+$136.8K2026-10-16
Power Wealth Management LLC
INCREASED219,397194,437+24,960+13%$7.1M$8.0M+$946.7K2026-10-27
Courage Miller Partners, LLC
INCREASED209,232208,377+855+0%$7.6M$7.6M+$70.8K2026-10-21
Stevens Capital Partners
INCREASED208,356161,907+46,449+29%$5.9M$7.6M+$1.7M2026-10-29
Atria Investments, Inc
DECREASED204,914210,697-5,783-3%$7.6M$7.5M-$170.8K2026-10-15
LVW Advisors, LLC
INCREASED204,628166,689+37,939+23%$6.0M$7.5M+$1.4M2026-10-19
Arkansas Financial Group, Inc.
DECREASED200,383202,394-2,011-1%$7.3M$7.3M-$34.8K2026-10-26
Cabot Wealth Management Inc
INCREASED200,302166,356+33,946+20%$6.0M$7.3M+$1.3M2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED197,935199,126-1,191-1%$7.2M$7.2M-$5.6K2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED196,787196,78700%$7.1M$7.2M+$37.4K2026-10-30
Plancorp, LLC
INCREASED196,639113,288+83,351+74%$4.1M$6.7M+$2.7M2026-11-03
WBH Advisory Inc
DECREASED195,880196,138-2580%$7.1M$7.1M+$27.9K2026-11-05
Strid Group, LLC
DECREASED195,343195,919-5760%$7.1M$7.1M+$16.2K2026-10-28
Kestra Advisory Services, LLC
INCREASED186,385173,636+12,749+7%$6.3M$6.8M+$497.7K2026-11-02
Guardian Financial Partners, LLC
INCREASED178,373175,255+3,118+2%$6.4M$6.5M+$147.0K2026-11-04
Johnson Financial Group, LLC
DECREASED177,631182,738-5,107-3%$6.6M$6.5M-$151.4K2026-11-03
Perigon Wealth Management, LLC
INCREASED176,198174,945+1,253+1%$6.3M$6.4M+$78.9K2026-10-22
Bangor Savings Bank
DECREASED175,406196,346-20,940-11%$7.1M$6.4M-$726.0K2026-10-06
Wakefield Asset Management Lllp
INCREASED166,516157,251+9,265+6%$5.7M$6.1M+$367.6K2026-11-05
Parallel Advisors, LLC
DECREASED160,234161,541-1,307-1%$5.9M$5.8M-$16.9K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED155,535159,070-3,535-2%$5.8M$5.7M-$98.6K2026-10-15
Prota Financial, LLC
INCREASED152,541140,368+12,173+9%$5.1M$5.5M+$480.8K2026-10-08
Blue Sky Capital Consultants Group, Inc.
NEW146,621—+146,621——$5.3M—2026-10-13
JFS Wealth Advisors, LLC
DECREASED146,511148,818-2,307-2%$5.4M$5.3M-$55.8K2026-11-03
CFG Wealth Management Services, Inc.
DECREASED144,996159,767-14,771-9%$5.3M$5.3M-$11.1K2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED139,841140,532-6910%$5.1M$5.1M+$1.5K2026-11-04
Nikulski Financial, Inc.
INCREASED139,74596,382+43,363+45%$3.5M$5.1M+$1.6M2026-11-06
Adamsbrown Wealth Consultants LLC
DECREASED139,080142,657-3,577-3%$5.2M$5.1M-$103.3K2026-10-20
Diversified Enterprises, LLC
INCREASED137,999129,103+8,896+7%$4.7M$5.0M+$348.8K2026-10-19
Apollon Wealth Management, LLC
INCREASED136,958130,424+6,534+5%$4.7M$5.0M+$262.9K2026-10-23
Creekside Partners
INCREASED132,681126,036+6,645+5%$4.6M$4.8M+$266.2K2026-11-04
White & Co Financial Planning Inc
DECREASED132,120133,457-1,337-1%$4.8M$4.4M-$485.8K2026-10-16
Gleason Group, Inc.
UNCHANGED132,055132,05500%$4.8M$4.8M+$25.1K2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED130,600125,546+5,054+4%$4.6M$4.8M+$208.1K2026-10-22
TPG Advisors LLC
INCREASED128,273119,916+8,357+7%$4.3M$4.7M+$327.4K2026-10-16
Marotta Asset Management
DECREASED126,952128,832-1,880-1%$4.6M$4.6M-$9.3K2026-10-02
Cape Investment Advisory, Inc.
INCREASED123,291122,438+853+1%$4.4M$4.5M+$54.3K2026-10-13
Bishop & Co Investment Management, LLC
DECREASED121,258121,536-2780%$4.4M$4.4M+$13.0K2026-11-05
Seek First Inc.
INCREASED121,127120,559+568+0%$4.4M$4.4M+$43.6K2026-10-27
Arnold Financial Planning LLC
INCREASED118,793102,585+16,208+16%$3.7M$4.3M+$610.3K2026-10-20
Sightline Wealth Advisors, LLC
DECREASED116,931123,057-6,126-5%$4.5M$4.3M-$199.9K2026-10-21
RKL Wealth Management LLC
DECREASED116,542118,673-2,131-2%$4.3M$4.2M-$55.1K2026-10-16
ZynergyRetirementPlanningLLC
INCREASED115,569114,762+807+1%$4.2M$4.2M+$51.2K2026-10-08
Stonekeep Investments, LLC
DECREASED113,320114,773-1,453-1%$4.2K$4.1M+$4.1M2026-10-15
Hamilton Capital, LLC
INCREASED110,485104,812+5,673+5%$3.8M$4.0M+$226.7K2026-10-08
Brandywine OAK Private Wealth LLC
INCREASED107,721107,569+152+0%$3.9M$3.9M+$26.0K2026-10-23
Upper Left Wealth Management, LLC
DECREASED105,556132,708-27,152-20%$4.8M$3.8M-$964.5K2026-10-14
Myecfo, LLC
DECREASED104,491107,761-3,270-3%$3.9M$3.8M-$98.7K2026-10-14
North Forty Two & Co.
INCREASED102,222101,376+846+1%$3.7M$3.7M+$50.1K2026-10-19
Fidelis iM, LLC
DECREASED101,938162,602-60,664-37%$5.9M$3.7M-$2.2M2026-10-16
Mission Wealth Management, LP
DECREASED100,561123,972-23,411-19%$4.5M$3.7M-$829.8K2026-10-15
Kathmere Capital Management, LLC
DECREASED97,58999,483-1,894-2%$3.6M$3.6M-$50.1K2026-10-20
BCK Partners, Inc.
DECREASED96,74896,763-150%$3.5M$3.5M+$17.8K2026-10-23
Omega Financial Group, LLC
DECREASED95,86698,889-3,023-3%$3.6M$3.5M-$91.4K2026-10-29
Lee Financial Co
UNCHANGED95,86395,86300%$3.5M$3.5M+$18.2K2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
DECREASED94,81295,236-4240%$3.5M$3.5M+$2.6K2026-10-13
Curbstone Financial Management Corp
INCREASED93,94491,144+2,800+3%$3.3M$3.4M+$119.4K2026-10-21
Citigroup Inc
DECREASED91,77197,635-5,864-6%$3.5M$3.3M-$195.2K2026-11-04
HB Wealth Management, LLC
INCREASED91,30144,676+46,625+104%$1.6M$3.3M+$1.7M2026-10-23
Allen Capital Group, LLC
INCREASED89,64385,600+4,043+5%$3.1M$3.3M+$163.6K2026-10-27
Pioneer Wealth Management Group
DECREASED88,642105,175-16,533-16%$3.8M$3.2M-$582.6K2026-10-09
Soltis Investment Advisors LLC
INCREASED87,72485,922+1,802+2%$3.1M$3.2M+$82.0K2026-10-28
Accurate Wealth Management, LLC
DECREASED87,53889,083-1,545-2%$3.3M$3.2M-$42.4K2026-10-20
Ifrah Financial Services, Inc.
DECREASED84,01784,959-942-1%$3.1M$3.1M-$18.2K2026-10-13
Hengehold Capital Management LLC
DECREASED83,28384,687-1,404-2%$3.1M$3.0M-$35.1K2026-10-16
Williams Financial, LLC
INCREASED82,19980,438+1,761+2%$2.9M$3.0M+$79.5K2026-10-19
Howard Financial Services, Ltd.
DECREASED80,41280,679-2670%$2.9M$2.9M+$5.6K2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED77,97781,325-3,348-4%$2.9M$2.8M-$106.5K2026-11-02
Lodestar Private Asset Management LLC
DECREASED76,91878,620-1,702-2%$2.9M$2.8M-$47.1K2026-10-26
Arcataur Capital Management LLC
DECREASED76,31976,536-2170%$2.8M$2.8M+$6.6K2026-10-21
MBE Wealth Management, LLC
DECREASED76,30079,015-2,715-3%$2.9M$2.8M-$84.0K2026-10-26
Etesian Wealth Advisors, Inc.
DECREASED76,10177,017-916-1%$2.8M$2.8M-$18.8K2026-10-27
Tortoise Investment Management, LLC
DECREASED75,53977,970-2,431-3%$2.8M$2.8M-$73.8K2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED74,58175,151-570-1%$2.7M$2.7M-$6.5K2026-10-22
CoreCap Advisors, LLC
INCREASED74,36367,433+6,930+10%$2.4M$2.7M+$265.4K2026-10-08
Smith Partners Wealth Management, LLC
INCREASED70,79249,613+21,179+43%$1.8M$2.6M+$781.4K2026-11-05
Focus Financial Network, Inc.
INCREASED70,35870,319+39+0%$2.5M$2.6M+$14.8K2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED69,48671,371-1,885-3%$2.6M$2.5M-$55.1K2026-10-29
Oakwell Private Wealth Management, LLC
DECREASED68,93870,086-1,148-2%$2.5M$2.5M-$28.5K2026-11-06
HUB Investment Partners, LLC
INCREASED68,68168,109+572+1%$2.5M$2.5M+$33.8K2026-11-03
Roberts Wealth Advisors, LLC
DECREASED67,43468,101-667-1%$2.5M$2.5M-$11.4K2026-10-14
Valmark Advisers, Inc.
INCREASED66,62662,222+4,404+7%$2.3M$2.4M+$172.3K2026-11-06
Integrity Alliance, Llc.
INCREASED65,45764,872+585+1%$2.4M$2.4M+$33.7K2026-10-29
Ritholtz Wealth Management
DECREASED65,26269,264-4,002-6%$2.5M$2.4M-$132.7K2026-11-05
Avior Wealth Management, LLC
DECREASED65,23268,743-3,511-5%$2.5M$2.4M-$114.9K2026-10-13
Blankinship & Foster, LLC
DECREASED63,90563,987-820%$2.3M$2.3M+$9.2K2026-10-19
Allworth Financial LP
INCREASED63,37562,240+1,135+2%$2.3M$2.3M+$41.2K2026-11-06
Vise Technologies, Inc.
INCREASED62,34624,680+37,666+153%$894.9K$2.3M+$1.4M2026-10-29
Sierra Ocean, LLC
DECREASED62,184226,424-164,240-73%$8.2M$2.3M-$5.9M2026-11-03
Brookstone Capital Management
INCREASED61,60351,442+10,161+20%$1.9M$2.2M+$380.1K2026-10-22
Schneider Downs Wealth Management Advisors, LP
UNCHANGED60,82660,82600%$2.2M$2.2M+$11.6K2026-10-27
Winthrop Capital Management, LLC
INCREASED60,63859,274+1,364+2%$2.1M$2.2M+$61.3K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED60,36560,940-575-1%$2.2M$2.2M-$2.4K2026-10-30
RFG Advisory, LLC
INCREASED60,08723,943+36,144+151%$868.2K$2.2M+$1.3M2026-11-03
Fifth Third Bancorp
DECREASED59,53861,233-1,695-3%$2.2M$2.2M-$50.1K2026-11-05
Vaquero Private Wealth, LTD
DECREASED58,98464,294-5,310-8%$2.3M$2.1M-$181.3K2026-10-27
West Paces Advisors Inc.
DECREASED58,47959,329-850-1%$2.2M$2.1M-$19.7K2026-10-13
Valeo Financial Advisors, LLC
DECREASED58,35059,906-1,556-3%$2.2M$2.1M-$45.4K2026-10-08
Valued Wealth Advisors LLC
INCREASED57,96057,311+649+1%$2.1M$2.1M+$34.5K2026-11-05
James J. Burns & Company, LLC
DECREASED57,35558,031-676-1%$2.1M$2.1M-$13.6K2026-10-22
Breakwater Investment Management
DECREASED56,63263,014-6,382-10%$2.3M$2.1M-$220.7K2026-10-20
FSM Wealth Advisors, LLC
INCREASED56,59241,511+15,081+36%$1.5M$2.1M+$549.7K2026-10-27
Thompson Investment Management, Inc.
DECREASED56,40360,547-4,144-7%$2.2M$2.1M-$139.5K2026-10-14
Cap Partners, LLC
DECREASED56,12756,616-489-1%$2.1M$2.0M-$7.1K2026-10-19
Lyell Wealth Management, LP
DECREASED53,82053,885-650%$2.0M$2.0M+$7.9K2026-10-30
Phillip James Consulting Co.
DECREASED53,45253,830-378-1%$2.0M$1.9M-$3.6K2026-11-03
Moneywise, Inc.
DECREASED52,62855,710-3,082-6%$2.0M$1.9M-$101.7K2026-10-30
Tenret Co LLC
NEW52,212—+52,212——$1.9M—2026-11-02
Embree Financial Group
DECREASED51,10453,226-2,122-4%$1.9M$1.9M-$67.2K2026-10-22
James Investment Research, Inc.
INCREASED51,05849,396+1,662+3%$1.8M$1.9M+$70.0K2026-10-22
IFP Advisors, Inc
INCREASED50,83945,469+5,370+12%$1.6M$1.9M+$204.4K2026-10-16
OAK Family Advisors, LLC
DECREASED50,663146,906-96,243-66%$5.3M$1.8M-$3.5M2026-10-19
Foster Group, Inc.
INCREASED49,90649,883+23+0%$1.8M$1.8M+$10.3K2026-10-13
Diversified Trust Co
DECREASED49,03750,287-1,250-2%$1.8M$1.8M-$36.0K2026-11-06
Econ Financial Services Corp
DECREASED48,91552,753-3,838-7%$1.9M$1.8M-$129.9K2026-10-19
National Wealth Management Group, LLC
INCREASED48,50440,538+7,966+20%$1.5M$1.8M+$298.1K2026-10-26
Clay Northam Wealth Management, LLC
DECREASED48,28148,556-275-1%$1.8M$1.8M-$7982026-10-13
Creative Financial Designs Inc
INCREASED48,20742,065+6,142+15%$1.5M$1.8M+$231.9K2026-11-04
Opus Capital Group, LLC
INCREASED47,79047,450+340+1%$1.7M$1.7K-$1.7M2026-10-30
Tempus Wealth Planning, LLC
INCREASED47,73726,685+21,052+79%$967.6K$1.7M+$772.4K2026-10-14
Balboa Wealth Partners
DECREASED47,25448,471-1,217-3%$1.8M$1.7M-$35.2K2026-10-20
Bailard, Inc.
DECREASED46,70952,250-5,541-11%$1.9M$1.7M-$192.0K2026-10-13
Nearside Advisors, LLC
NEW46,589—+46,589——$1.7M—2026-10-20
Elevated Financial Group LLC
DECREASED45,88548,133-2,248-5%$1.7M$1.7M-$72.8K2026-10-16
Noble Family Wealth, LLC
DECREASED45,82846,096-268-1%$1.7M$1.7M-$1.0K2026-10-26
Brighton Jones LLC
INCREASED45,73744,884+853+2%$1.6M$1.7M+$39.6K2026-11-03
Blue Trust, Inc.
INCREASED44,712859+43,853+5105%$31.2K$1.6M+$1.6M2026-10-15
Bell Investment Advisors, Inc
DECREASED44,20847,418-3,210-7%$1.7M$1.6M-$108.0K2026-10-29
Concurrent Investment Advisors, LLC
DECREASED42,83944,481-1,642-4%$1.6M$1.6M-$51.4K2026-10-16
Wilkins Miller Wealth Management, LLC
INCREASED42,78439,802+2,982+7%$1.4M$1.6M+$116.3K2026-10-13
Fairway Financial, LLC
DECREASED42,481157,507-115,026-73%$5.7M$1.5M-$4.2M2026-10-20
SeaCrest Wealth Management, LLC
DECREASED41,91241,989-770%$1.5M$1.5M+$5.2K2026-10-21
Quadrant Capital Group LLC
DECREASED41,50141,659-1580%$1.5M$1.5M+$11.7K2026-10-20
Values Added Financial LLC
DECREASED41,38642,911-1,525-4%$1.6M$1.5M-$47.4K2026-10-28
Armor Investment Advisors, LLC
DECREASED41,10742,234-1,127-3%$1.5M$1.5M-$33.1K2026-10-27
Chicago Partners Investment Group LLC
INCREASED40,53834,285+6,253+18%$1.2M$1.4M+$198.7K2026-10-27
PNC Financial Services Group, Inc.
INCREASED40,04837,235+2,813+8%$1.4M$1.5M+$109.6K2026-11-06
Trust Point Inc.
UNCHANGED39,46839,46800%$1.4M$1.4M+$7.5K2026-10-27
Modera Wealth Management, LLC
DECREASED39,37341,133-1,760-4%$1.5M$1.4M-$56.3K2026-10-28
AMI Investment Management Inc
DECREASED39,22952,563-13,334-25%$1.9M$1.4M-$476.0K2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED39,02538,890+135+0%$1.4M$1.4M-$19.3K2026-10-28
Sage Financial Group Inc
INCREASED38,93337,870+1,063+3%$1.4M$1.4M+$45.9K2026-10-27
BCS Wealth Management
INCREASED38,44137,574+867+2%$1.4M$1.4M+$38.7K2026-11-03
Emerald Advisors, LLC
DECREASED37,79838,012-214-1%$1.4M$1.4M-$5782026-10-13
Johnson Bixby & Associates, LLC
DECREASED37,50137,747-246-1%$1.4M$1.4M-$1.8K2026-10-14
Bond & Devick Financial Network, Inc.
UNCHANGED37,35337,35300%$1.4M$1.4M+$7.1K2026-10-23
Asset Dedication, LLC
INCREASED36,24925,808+10,441+40%$935.8K$1.3M+$385.5K2026-11-03
Kellett Wealth Advisors, LLC
NEW35,909—+35,909——$1.3M—2026-10-15
Ignite Planners, LLC
DECREASED35,67136,402-731-2%$1.3M$1.2M-$135.1K2026-10-14
FF Advisors,LLC
INCREASED35,62833,374+2,254+7%$1.2M$1.3M+$88.5K2026-10-21
True Private Wealth Advisors
DECREASED35,45835,809-351-1%$1.3M$1.3M-$6.0K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED35,36835,36800%$1.3M$1.3M$02026-10-06
Ironwood Wealth Management, Llc.
INCREASED35,18733,781+1,406+4%$1.2M$1.3M+$57.7K2026-10-28
Armbruster Capital Management, Inc.
DECREASED34,94435,056-1120%$1.3M$1.3M+$2.6K2026-10-19
Aspen Investment Management Inc
INCREASED34,69221,652+13,040+60%$785$1.3K+$4802026-11-05
L.K. Benson & Company, P.C.
DECREASED33,89135,049-1,158-3%$1.3M$1.2M-$35.6K2026-10-23
Olio Financial Planning
DECREASED33,87035,599-1,729-5%$1.3M$1.2M-$56.3K2026-10-22
Global Financial Private Client, LLC
DECREASED33,84534,897-1,052-3%$1.3M$1.2M-$31.7K2026-10-15
SAX Wealth Advisors, LLC
INCREASED32,75332,684+69+0%$1.1M$1.2M+$116.9K2026-10-13
Sunburst Financial Group, LLC
DECREASED32,53632,549-130%$1.2M$1.2M+$5.7K2026-10-09
Whitcomb & Hess, Inc.
INCREASED31,84331,837+6+0%$1.2M$1.2M+$6.3K2026-10-07
Csenge Advisory Group
INCREASED31,47128,943+2,528+9%$1.0M$1.1M+$97.6K2026-11-04
Strategic Blueprint, LLC
DECREASED30,54133,134-2,593-8%$1.2M$1.1M-$88.2K2026-10-22
Navigation Wealth Management, Inc.
DECREASED30,38532,375-1,990-6%$1.2M$1.1M-$58.5K2026-11-03
Park Avenue Securities LLC
DECREASED29,59629,655-590%$1.1M$1.1K-$1.1M2026-10-26
Merit Financial Group, LLC
INCREASED29,04827,660+1,388+5%$1.0M$1.1M+$55.9K2026-11-06
Morling Financial Advisors, LLC
INCREASED28,73328,720+13+0%$1.0M$1.0M+$5.9K2026-10-28
Fearless Solutions, LLC dba Best Invest
UNCHANGED28,53628,53600%$1.0M$1.0M+$5.4K2026-10-14
Apella Capital, LLC
INCREASED27,83622,356+5,480+25%$800.1K$1.0M+$223.7K2026-10-08
Kearns & Associates LLC
DECREASED26,64826,649-10%$966.3K$971.4K+$5.1K2026-10-09
FinDec Wealth Services, Inc.
DECREASED26,41927,593-1,174-4%$1.0M$963.0K-$37.5K2026-10-30
Worth Asset Management, LLC
DECREASED26,41035,511-9,101-26%$1.3M$962.6K-$325.0K2026-10-07
J. Derek Lewis & Associates Inc.
DECREASED25,74833,531-7,783-23%$1.2M$938.5K-$277.3K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED25,70625,030+676+3%$909.1K$933.4K+$24.3K2026-10-13
Fonville Wealth Management LLC
INCREASED25,53125,476+55+0%$923.8K$930.6K+$6.8K2026-10-28
Compass Financial Group, Inc
INCREASED25,4459,303+16,142+174%$337.3K$927.5K+$590.1K2026-10-13
Firestone Capital Management
UNCHANGED25,40425,40400%$921.2K$926.0K+$4.8K2026-11-03
Altfest L J & Co Inc
INCREASED25,17525,135+40+0%$911.4K$917.6K+$6.2K2026-10-27
Clearwater Capital Advisors, LLC
DECREASED24,78025,109-329-1%$910.4K$903.2K-$7.2K2026-11-06
Everhart Financial Group, Inc.
DECREASED24,50824,743-235-1%$897.2K$893.3K-$3.9K2026-10-08
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED24,24224,24200%$879.0K$883.6K+$4.6K2026-10-15
Blue Capital, Inc.
NEW24,192—+24,192——$881.8K—2026-10-13
Koshinski Asset Management, Inc.
DECREASED24,10124,969-868-3%$905.4K$878.5K-$26.9K2026-10-29
Sigma Planning Corp
DECREASED23,77723,862-850%$865.2K$866.7K+$1.4K2026-10-23
Watershed Private Wealth LLC
DECREASED23,42826,557-3,129-12%$963.0K$854.0K-$109.0K2026-10-30
Murphy & Mullick Capital Management Corp
DECREASED22,28822,355-670%$810.6K$812.4K+$1.8K2026-11-02
Avant Financial Advisors LLC
DECREASED22,06522,283-218-1%$808.0K$804.3K-$3.7K2026-11-02
FC Advisory LLC
INCREASED21,95221,140+812+4%$766.5K$800.1K+$33.6K2026-10-05
Facet Wealth, Inc.
INCREASED21,29919,696+1,603+8%$714.2K$776.4K+$62.2K2026-11-04
Simplicity Wealth,LLC
INCREASED21,29120,232+1,059+5%$733.6K$776.0K+$42.4K2026-10-23
United Advisor Group, LLC
INCREASED21,22419,512+1,712+9%$707.5K$773.6K+$66.1K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED21,07021,422-352-2%$776.8K$768.0K-$8.8K2026-11-04
Falcon Wealth Planning
INCREASED20,99820,881+117+1%$757.1K$765.4K+$8.2K2026-11-06
Bullock Wealth Management Group
INCREASED20,91220,615+297+1%$741.9K$758.5K+$16.5K2026-10-09
MCF Advisors LLC
DECREASED20,77521,497-722-3%$779.5K$757.3K-$22.2K2026-10-28
PDS Planning, Inc
INCREASED20,42519,848+577+3%$719.7K$744.5K+$24.8K2026-11-03
Directional Asset Management
UNCHANGED19,93519,93500%$722.9K$726.6K+$3.8K2026-10-22
Rosenberg Matthew Hamilton
INCREASED19,49819,233+265+1%$697.4K$710.7K+$13.3K2026-10-05
Signature Estate & Investment Advisors LLC
INCREASED19,46119,143+318+2%$694.1K$709.4K+$15.2K2026-10-13
Portside Wealth Group, LLC
DECREASED17,94318,762-819-4%$680.3K$654.0K-$26.3K2026-10-20
First Affirmative Financial Network
NEW17,923—+17,923——$653.3K—2026-10-21
VAN Strum & Towne Inc.
INCREASED17,88816,989+899+5%$616.0K$652.0K+$36.0K2026-11-06
Argos Wealth Advisors, LLC
UNCHANGED17,88417,88400%$648.5K$651.9K+$3.4K2026-11-02
Granite Islands Private Wealth, LLC
INCREASED17,78017,617+163+1%$638.8K$648.1K+$9.3K2026-10-16
Abacus Planning Group, Inc.
DECREASED17,53817,833-295-2%$646.6K$639.3K-$7.4K2026-11-02
Reston Wealth Management LLC
DECREASED17,42418,903-1,479-8%$685.4K$635.1K-$50.3K2026-10-29
Fragasso Financial Advisors Inc
DECREASED17,40919,276-1,867-10%$698.9K$639.4K-$59.5K2026-10-13
3 Factor Indexing, LLC
UNCHANGED17,30917,30900%$627.6K$630.9K+$3.3K2026-10-15
Evensky & Katz LLC
DECREASED17,26117,287-260%$627.0K$629-$626.4K2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED17,19917,19900%$623.6K$626.9K+$3.3K2026-10-27
Meridian Wealth Management, LLC
INCREASED17,06916,002+1,067+7%$580.2K$622.2K+$41.9K2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED16,86417,178-314-2%$622.9K$614.7K-$8.2K2026-10-15
River's Edge Wealth Management, LLC
DECREASED16,79117,195-404-2%$624.9K$599.4K-$25.4K2026-10-19
Curtis Advisory Group, LLC
INCREASED16,73415,779+955+6%$572.1K$610.0K+$37.8K2026-10-28
ACT Wealth Management, LLC
DECREASED16,54316,953-410-2%$614.7K$603.0K-$11.7K2026-10-09
Elser Financial Planning, Inc
DECREASED16,50917,389-880-5%$630.5K$601.8K-$28.8K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED16,50616,520-140%$599.0K$601.6K+$2.6K2026-10-29
International Assets Investment Management, LLC
INCREASED16,44413,129+3,315+25%$472.5K$596.4K+$123.9K2026-11-02
OFS Enterprise LLC
INCREASED16,39715,260+1,137+7%$553.3K$597.7K+$44.4K2026-10-16
Valley Forge Investment Consultants Inc ADV
DECREASED16,39117,061-670-4%$618.6K$597.5K-$21.2K2026-11-03
Acropolis Investment Management, LLC
DECREASED16,31516,395-800%$594.5K$594.7K+$1992026-10-08
Axxcess Wealth Management, LLC
DECREASED16,16845,931-29,763-65%$1.7M$589.3K-$1.1M2026-10-21
Amicus Financial Advisors, LLC
DECREASED16,11916,381-262-2%$594.0K$587.5K-$6.4K2026-11-03
Robinswood Financial LLC
INCREASED16,05516,054+1+0%$582.2K$572.7K-$9.5K2026-10-20
Blossom Wealth Management
INCREASED15,98415,711+273+2%$569.7K$582.6K+$12.9K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED15,72615,811-85-1%$573.3K$573.2K-$942026-10-28
Lido Advisors, LLC
DECREASED15,57916,829-1,250-7%$610.2K$567.9K-$42.3K2026-11-04
Abound Wealth Management
INCREASED15,50914,889+620+4%$539.9K$565.3K+$25.4K2026-10-26
WealthPlan Investment Management, LLC
DECREASED15,28116,996-1,715-10%$616.3K$557.0K-$59.3K2026-10-15
SYM Financial Corp
DECREASED15,14315,669-526-3%$568.2K$552.0K-$16.2K2026-10-26
Cdkv Holdings LLC
INCREASED14,85914,659+200+1%$531.5K$541.6K+$10.1K2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED14,83615,311-475-3%$555.2K$540.8K-$14.4K2026-10-16
Choreo, LLC
DECREASED14,71815,414-696-5%$558.9K$536.5K-$22.4K2026-10-28
Sheets Smith Wealth Management
INCREASED14,66514,510+155+1%$526.1K$534.6K+$8.4K2026-10-16
Thrive Wealth Management, LLC
DECREASED14,64316,411-1,768-11%$595.0K$533.7K-$61.3K2026-10-13
Salem Investment Counselors Inc
INCREASED14,57714,538+39+0%$527.1K$531.3K+$4.2K2026-10-13
Evermay Wealth Management LLC
UNCHANGED14,56014,56000%$527.9K$530.7K+$2.8K2026-11-05
Cornerstone Wealth Group, LLC
UNCHANGED14,52814,52800%$526.8K$529.6K+$2.8K2026-11-02
Diversified Portfolios, Inc.
INCREASED14,51911,941+2,578+22%$433.0K$529.2K+$96.2K2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED14,4716,026+8,445+140%$218.5K$527.5K+$309.0K2026-10-16
Alpha Omega Wealth Management LLC
DECREASED14,44941,415-26,966-65%$1.5M$526.7K-$975.0K2026-10-23
Appleton Partners Inc
INCREASED14,23713,164+1,073+8%$477.0K$519-$476.5K2026-10-30
Hardin Capital Partners, LLC
INCREASED14,16313,458+705+5%$487.9K$516.3K+$28.4K2026-10-09
Gradient Capital Advisors, LLC
DECREASED14,12314,300-177-1%$518.5K$514.8K-$3.7K2026-10-21
Fiduciary Alliance LLC
DECREASED13,93515,255-1,320-9%$553.1K$507.9K-$45.2K2026-10-13
Birchwood Financial Partners, Inc.
UNCHANGED13,91513,91500%$504.6K$507.2K+$2.6K2026-11-02
Busey Bank
NEW13,764—+13,764——$501.7K—2026-10-26
Evanson Financial, LLC
UNCHANGED13,54713,54700%$491.2K$493.8K+$2.6K2026-10-23
Balefire, LLC
DECREASED13,51117,822-4,311-24%$646.2K$492.5K-$153.8K2026-10-09
Pflug Koory, LLC
UNCHANGED13,51013,51000%$489.9K$492.4K+$2.6K2026-10-26
Bourgeon Capital Management LLC
DECREASED13,49814,450-952-7%$524.0K$492.0K-$32.0K2026-10-19
XY Planning Network, Inc.
INCREASED13,4955,918+7,577+128%$214.6K$491.9K+$277.3K2026-10-14
Retirement Planning Group, LLC
DECREASED13,48115,221-1,740-11%$551.9K$491.4K-$60.5K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED13,47013,997-527-4%$507.5K$491.0K-$16.5K2026-10-28
Sterling Financial Planning, Inc.
INCREASED13,41413,381+33+0%$485.2K$488.9K+$3.7K2026-10-28
Yoffe Investment Management, LLC
UNCHANGED13,22813,22800%$479.6K$482.2K+$2.5K2026-11-02
Livet Wealth, LLC
DECREASED13,11214,315-1,203-8%$519.1K$477.9K-$41.1K2026-10-27
Grey Ledge Advisors, LLC
INCREASED12,71312,691+22+0%$460.2K$463.4K+$3.2K2026-11-02
Sunesis Advisors, LLC
UNCHANGED12,69812,69800%$460.4K$462.8K+$2.4K2026-10-26
Evolution Advisers, Inc.
INCREASED12,6934,908+7,785+159%$177.0K$459.2K+$282.2K2026-11-06
Apeiron RIA LLC
UNCHANGED12,68412,68400%$459.9K$460.0K+$1272026-10-08
Warwick Investment Management, Inc.
DECREASED12,61812,709-91-1%$460.8K$459.9K-$9082026-10-19
SWS Partners
UNCHANGED12,53112,53100%$454.4K$456.8K+$2.4K2026-10-26
Trek Financial, LLC
INCREASED12,53010,809+1,721+16%$391.9K$456.7K+$64.8K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED12,43912,367+72+1%$448.4K$453.4K+$5.0K2026-10-27
Cooke Wealth Management, LLC
DECREASED12,43412,828-394-3%$465.1K$453.2K-$11.9K2026-10-13
AdvisorNet Financial, Inc
INCREASED12,41312,312+101+1%$446.4K$449.1K+$2.7K2026-10-15
PFG Advisors
DECREASED12,26312,579-316-3%$456.1K$447.0K-$9.2K2026-10-16
Sachem Hill LLC
DECREASED11,49012,749-1,259-10%$462.3K$418.8K-$43.5K2026-10-14
Long Island Wealth Management, Inc.
NEW11,279—+11,279——$411.1K—2026-10-20
First Growth Capital LLC
UNCHANGED11,06211,06200%$401.1K$403.2K+$2.1K2026-10-15
Old National Bancorp
UNCHANGED10,98510,98500%$398.3K$400.4K+$2.1K2026-10-20
Capital Investment Advisors, LLC
INCREASED10,97510,573+402+4%$383.4K$400.0K+$16.7K2026-10-22
Compound Planning, Inc.
INCREASED10,92110,204+717+7%$370.0K$398.1K+$28.1K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED10,89711,855-958-8%$429.9K$397.2K-$32.7K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED10,69510,365+330+3%$375.8K$389.8K+$14.0K2026-11-05
Bfsg, LLC
INCREASED10,60210,497+105+1%$380.6K$386.4K+$5.8K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,58311,172-589-5%$405.1K$385.8K-$19.3K2026-10-14
Sigma Investment Counselors Inc
INCREASED10,5007,904+2,596+33%$286.6K$382.7K+$96.1K2026-10-27
Golden State Wealth Management, LLC
INCREASED10,44910,416+33+0%$377.7K$380.9K+$3.2K2026-11-02
Ethic Inc.
INCREASED10,3286,069+4,259+70%$220.1K$376.5K+$156.4K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED10,31010,31000%$374$376+$22026-10-27
Motive Wealth Advisors
DECREASED10,30111,012-711-6%$399.3K$375.5K-$23.8K2026-10-26
Evergreen Capital Management LLC
INCREASED10,10210,009+93+1%$362.9K$368.2K+$5.3K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED10,07310,07300%$365.2K$367.2K+$1.9K2026-10-07
Sovran Advisors, LLC
DECREASED10,02617,660-7,634-43%$624.5K$349.0K-$275.5K2026-11-02
Signaturefd, LLC
DECREASED9,96810,451-483-5%$379.0K$363.3K-$15.6K2026-10-23
Schaeffer Financial LLC
UNCHANGED9,9569,95600%$361.0K$362.9K+$1.9K2026-10-23
PKS Advisory Services, LLC
UNCHANGED9,9429,94200%$360.5K$360.5K$02026-10-26
Root Financial Partners, LLC
NEW9,863—+9,863——$359.5K—2026-10-21
ETF Store, Inc.
DECREASED9,7829,860-78-1%$357.5K$356.5K-$9702026-10-19
Global Strategic Investment Solutions, LLC
DECREASED9,7829,795-130%$355.2K$356.6K+$1.4K2026-10-16
Gilpin Wealth Management, LLC
DECREASED9,7609,810-50-1%$355.7K$355.8K+$412026-10-09
Bensler, LLC
INCREASED9,7559,753+2+0%$353.7K$355.6K+$1.9K2026-11-05
Richardson Capital Management LLC
UNCHANGED9,6039,60300%$348.2K$350.0K+$1.8K2026-10-23
Warner Financial, Inc
UNCHANGED9,4729,47200%$343.5K$345.3K+$1.8K2026-11-06
Summit Financial Strategies, Inc.
DECREASED9,15311,819-2,666-23%$428.6K$333.6K-$94.9K2026-10-14
RCW Management, LLC
DECREASED9,1199,178-59-1%$332.8K$332.4K-$4062026-10-30
Washington Trust Advisors, Inc.
UNCHANGED9,0899,08900%$329.6K$331.3K+$1.7K2026-10-22
Larson Financial Group LLC
DECREASED9,0659,460-395-4%$343.0K$330.4K-$12.6K2026-11-05
Twele Capital Management, Inc.
DECREASED9,0649,846-782-8%$357.0K$330.4K-$26.6K2026-10-13
Moneco Advisors, LLC
UNCHANGED9,0339,03300%$327.5K$329.3K+$1.7K2026-11-05
Riversedge Advisors, LLC
INCREASED8,9868,613+373+4%$312.3K$327.5K+$15.2K2026-10-09
Sterling Investment Management, LLC
INCREASED8,7618,662+99+1%$314.1K$319.3K+$5.3K2026-10-16
Downshift Financial, LLC
DECREASED8,6788,692-140%$315.2K$316.3K+$1.2K2026-10-13
Kingswood Wealth Advisors, LLC
NEW8,660—+8,660——$315.7K—2026-10-23
Successful Portfolios LLC
DECREASED8,6528,712-60-1%$317.8K$322.4K+$4.6K2026-10-09
Glaxis Capital Management, LLC
UNCHANGED8,5888,58800%$311.4K$313.0K+$1.6K2026-11-02
Ejmk Ventures LLC
DECREASED8,5848,919-335-4%$323.4K$312.9K-$10.5K2026-10-21
Castleview Partners, LLC
INCREASED8,5828,528+54+1%$309.2K$312.8K+$3.6K2026-10-09
Great Waters Wealth Management
DECREASED8,4799,120-641-7%$330.7K$309.0K-$21.7K2026-10-07
Peterson Wealth Advisors, LLC
INCREASED8,4366,701+1,735+26%$243.0K$307.5K+$64.5K2026-10-08
Carnegie Investment Counsel
INCREASED8,3887,307+1,081+15%$264.9K$305.7K+$40.8K2026-10-20
Flower City Capital
UNCHANGED8,3888,38800%$304.2K$305.8K+$1.6K2026-10-15
Elite Life Management LLC
INCREASED8,3597,162+1,197+17%$262.8K$279.4K+$16.7K2026-11-06
Planned Solutions, Inc.
DECREASED8,2758,606-331-4%$312.1K$301.6K-$10.4K2026-10-19
Daytona Street Capital LLC
UNCHANGED8,2268,22600%$300.3K$306.2K+$5.9K2026-10-15
WealthPLAN Partners, LLC
INCREASED8,1818,091+90+1%$293.4K$298.2K+$4.8K2026-10-15
Wedbush Securities Inc
INCREASED8,1776,609+1,568+24%$240.0K$298-$239.7K2026-10-22
Sage Rhino Capital LLC
UNCHANGED8,1608,16000%$295.9K$297.4K+$1.6K2026-10-28
Voisard Asset Management Group, Inc.
UNCHANGED8,0998,09900%$293.7K$295.2K+$1.5K2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED8,0728,422-350-4%$305.4K$294.2K-$11.2K2026-11-02
CWA Asset Management Group, LLC
INCREASED8,0195,969+2,050+34%$216.4K$292.3K+$75.9K2026-10-19
Snider Financial Group
UNCHANGED7,8747,87400%$285.5K$287.0K+$1.5K2026-10-16
StoneX Group Inc.
NEW7,738—+7,738——$282.6K—2026-11-03
Richard P Slaughter Associates Inc
NEW7,713—+7,713——$281.1K—2026-10-13
YHB Investment Advisors, Inc.
INCREASED7,6667,499+167+2%$271.9K$279.4K+$7.5K2026-10-08
SLT Holdings LLC
UNCHANGED7,6557,65500%$277.6K$279.0K+$1.5K2026-10-15
Forum Financial Management, LP
INCREASED7,6397,603+36+0%$275.7K$278.4K+$2.8K2026-10-16
Factor Wealth Management LTD
UNCHANGED7,6357,63500%$276.8K$278.3K+$1.5K2026-10-08
Joseph P. Lucia & Associates, LLC
DECREASED7,6208,164-544-7%$296.0K$277.7K-$18.3K2026-10-30
True Freedom Investing, LLC
DECREASED7,572151,319-143,747-95%$5.0M$276.0K-$4.7M2026-10-29
Pinkerton Wealth, LLC
DECREASED7,561163,050-155,489-95%$5.4M$275.6K-$5.1M2026-10-29
Stirlingshire Investments, Inc.
INCREASED7,5587,540+18+0%$273.4K$275.5K+$2.1K2026-11-05
Integrity Wealth Partners, LLC
NEW7,421—+7,421——$270.5K—2026-10-14
Highline Wealth Partners LLC
DECREASED7,3497,433-84-1%$269.5K$267.9K-$1.6K2026-10-19
Private Trust Co NA
DECREASED7,3407,978-638-8%$289.3K$267.5K-$21.7K2026-10-20
DBK Financial Counsel, LLC
UNCHANGED7,2497,24900%$262.8K$264.2K+$1.4K2026-10-13
Stone Summit Wealth LLC
DECREASED7,1807,420-240-3%$269.0K$261.7K-$7.3K2026-10-14
UMB Bank, n.a.
UNCHANGED7,1467,14600%$259.1K$260.5K+$1.4K2026-11-06
Avidian Wealth Enterprises, LLC
UNCHANGED7,1137,11300%$257.9K$259.3K+$1.4K2026-10-08
Pittenger & Anderson Inc
UNCHANGED7,0987,09800%$257.4K$258.7K+$1.3K2026-11-02
Chapman Financial Group, LLC
UNCHANGED7,0477,04700%$255.5K$256.9K+$1.3K2026-10-26
RHS Financial, LLC
UNCHANGED6,9926,99200%$253.5K$254.9K+$1.3K2026-10-13
Emergent Wealth Advisors, LLC
INCREASED6,9916,741+250+4%$248.2K$254.8K+$6.6K2026-10-09
Ascentis Independent Advisors
NEW6,958—+6,958——$253.6K—2026-11-03
Liberty Capital Management, Inc.
UNCHANGED6,9196,91900%$250.9K$252.2K+$1.3K2026-11-02
D.A. Davidson & Co.
DECREASED6,8367,921-1,085-14%$287.2K$249.2K-$38.0K2026-10-28
Kestra Private Wealth Services, LLC
NEW6,799—+6,799——$247.8K—2026-11-06
Focused Wealth Management, Inc
UNCHANGED6,7896,78900%$246.2K$247.5K+$1.3K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED6,7776,682+95+1%$242.3K$247.0K+$4.7K2026-10-21
Cypress Wealth Services, LLC
INCREASED6,6216,607+14+0%$239.6K$246.6K+$7.1K2026-10-21
Sterling Investment Advisors, Ltd.
UNCHANGED6,5966,59600%$239.2K$240.4K+$1.3K2026-10-27
Vilga Financial Planning LLC
UNCHANGED6,5716,57100%$238.3K$239.5K+$1.2K2026-10-09
Compass Financial Management LLC
INCREASED6,5641,464+5,100+348%$53.1K$239.3K+$186.2K2026-10-30
Fisher Asset Management, LLC
NEW6,482—+6,482——$236.3K—2026-11-06
Washington Trust Co
UNCHANGED6,4006,40000%$232.1K$233.3K+$1.2K2026-10-22
Athena Wealth Management, LLC
DECREASED6,3746,377-30%$231.2K$232.3K+$1.1K2026-10-09
Pacific Asset Management, LLC
UNCHANGED6,3206,32000%$229.2K$230.4K+$1.2K2026-10-15
Private Wealth Management Group, LLC
DECREASED6,2956,490-195-3%$235.3K$229.5K-$5.9K2026-10-19
Owl Creek Wealth Partners LLC
DECREASED6,2906,742-452-7%$244.5K$229.3K-$15.2K2026-10-20
Parkshore Wealth Management, Inc.
DECREASED6,2846,754-470-7%$244.9K$229.0K-$15.9K2026-10-13
Avantax Planning Partners, Inc.
DECREASED6,2436,312-69-1%$228.9K$227.5K-$1.3K2026-11-03
Guardian Wealth Advisors, LLC
DECREASED6,2328,782-2,550-29%$318.5K$217.9K-$100.5K2026-10-30
Unique Wealth, LLC
DECREASED6,2146,851-637-9%$248.4K$226.5K-$21.9K2026-10-16
Roffman Miller Associates Inc
INCREASED6,2085,517+691+13%$200.0K$226.3K+$26.2K2026-10-19
Fell Capital Management
UNCHANGED6,2006,20000%$224.8K$226.0K+$1.2K2026-10-09
Clearstead Advisors, LLC
DECREASED6,1586,694-536-8%$242.7K$224.5K-$18.3K2026-11-06
Diversify Advisory Services, LLC
DECREASED6,1286,306-178-3%$224.8K$221.5K-$3.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED6,1286,306-178-3%$224.8K$221.5K-$3.4K2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED6,1196,11900%$221.9K$223.0K+$1.2K2026-10-13
Peak Financial Management, Inc.
INCREASED6,0656,040+25+0%$219.0K$221.1K+$2.1K2026-10-16
CRA Financial Services, LLC
DECREASED5,9916,221-230-4%$225.6K$218.4K-$7.2K2026-10-16
Simon Quick Advisors, LLC
DECREASED5,9665,984-180%$217.0K$217.5K+$4812026-10-26
Quadrant Private Wealth Management, LLC
NEW5,933—+5,933——$216.3K—2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED5,9116,184-273-4%$224.2K$215.5K-$8.8K2026-10-09
Ironwood Financial, llc
DECREASED5,8835,937-54-1%$212.7K$214.4K+$1.7K2026-10-20
BXM Wealth LLC
UNCHANGED5,8525,85200%$212.2K$213.3K+$1.1K2026-11-03
Tannin Capital LLC
NEW5,799—+5,799——$211.4K—2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED5,7075,70700%$206.9K$208.0K+$1.1K2026-10-13
Shearwater Capital LLC
UNCHANGED5,6305,63000%$204.1K$205.2K+$1.1K2026-10-13
Venture Visionary Partners LLC
DECREASED5,6236,320-697-11%$229.2K$205.0K-$24.2K2026-10-07
Carter Financial Group, Inc.
DECREASED5,5836,410-827-13%$232.4K$203.5K-$28.9K2026-10-21
Tactive Advisors, LLC
NEW5,524—+5,524——$201.4K—2026-10-08
MBL Wealth, LLC
NEW5,500—+5,500——$200.5K—2026-10-22
Carolina Wealth Advisors, LLC
DECREASED5,3615,980-619-10%$216.8K$195.4K-$21.4K2026-10-23
Dorato Capital Management
UNCHANGED5,0755,07500%$185.3K$186.7K+$1.3K2026-10-08
Russell Investments Group, Ltd.
INCREASED5,0522,562+2,490+97%$92.9K$184.1K+$91.2K2026-11-06
Versant Capital Management, Inc
DECREASED5,0025,037-35-1%$182.6K$182.3K-$3272026-10-02
Birchbrook, Inc.
UNCHANGED4,9664,96600%$180.1K$181.0K+$9432026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED4,9474,493+454+10%$162.9K$180.3K+$17.4K2026-11-03
Rossby Financial, LCC
DECREASED4,6954,790-95-2%$173.7K$171.2K-$2.6K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED4,1474,14700%$150.4K$151.2K+$7882026-10-21
TD Private Client Wealth LLC
INCREASED4,1302,913+1,217+42%$105.6K$150.5K+$44.9K2026-10-28
Peterson Wealth Management
UNCHANGED4,0824,08200%$148.0K$148.8K+$7752026-11-06
William Mack & Associates, Inc.
NEW3,907—+3,907——$142.4K—2026-10-27
Madden Securities Corp
NEW3,748—+3,748——$136.6K—2026-10-27
Latitude Advisors, LLC
NEW3,531—+3,531——$128.7K—2026-10-27
Sima Wealth Partners, LLC
INCREASED3,3943,375+19+1%$122.4K$123.7K+$1.3K2026-10-19
Assetmark, Inc
DECREASED3,3303,851-521-14%$139.6K$121.4K-$18.3K2026-10-21
Financial Management Professionals, Inc.
UNCHANGED2,9842,98400%$108.2K$108.8K+$5672026-10-23
Fairway Wealth LLC
UNCHANGED2,9582,95800%$107.3K$107.8K+$5622026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED2,8842,88400%$104.6K$105.1K+$5472026-10-27
Glass Jacobson Investment Advisors llc
INCREASED2,8742,700+174+6%$97.9K$104.8K+$6.8K2026-10-26
GS Investments, Inc.
UNCHANGED2,7052,70500%$98.1K$98.6K+$5142026-11-05
Parkside Financial Bank & Trust
UNCHANGED2,6812,68100%$97.2K$97.7K+$5092026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED2,6552,65500%$96.3K$92.8K-$3.5K2026-10-29
McCarley & Cook Financial Planners
UNCHANGED2,5402,54000%$92.1K$92.6K+$4832026-10-21
Newton One Investments LLC
DECREASED2,4982,768-270-10%$100.4K$91.0K-$9.3K2026-10-14
Ashton Thomas Securities, LLC
UNCHANGED2,3892,38900%$86.6K$87.1K+$4542026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED2,3712,37100%$77.7K$86.4K+$8.8K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED2,316375+1,941+518%$7.0K$85-$6.9K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED2,1842,18400%$79.2K$79.6K+$4152026-10-16
Bayban
UNCHANGED2,0322,03200%$73.7K$73.7K$02026-11-05
Triumph Capital Management
UNCHANGED2,0102,01000%$72.9K$73.3K+$3812026-10-14
Burk Holdings LLC
DECREASED1,9911,992-10%$72.2K$72.6K+$3422026-11-05
Ascentis Wealth Management, LLC
UNCHANGED1,9741,97400%$71.6K$72.0K+$3752026-11-03
Clayton Financial Group LLC
NEW1,936—+1,936——$70.6K—2026-10-13
Piscataqua Savings Bank
UNCHANGED1,9251,92500%$69.8K$70.2K+$3852026-10-21
Hurley Capital, LLC
UNCHANGED1,7861,78600%$64.8K$65.1K+$3392026-11-05
Activest Wealth Management
UNCHANGED1,6421,64200%$59.5K$59.8K+$3122026-10-15
Phillips Financial Management, LLC
UNCHANGED1,5581,55800%$56.5K$56.8K+$2962026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,5051,50500%$54.6K$54.9K+$2862026-10-27
Tompkins Financial Corp
UNCHANGED1,4181,41800%$51.4K$51.7K+$2692026-10-05
Tradewinds Capital Management, LLC
INCREASED1,3531,346+7+1%$48.8K$49.3K+$5112026-10-23
TFC Financial Management, Inc.
DECREASED1,3061,307-10%$47.4K$47.6K+$2122026-10-26
Joseph Group Capital Management
UNCHANGED1,2491,24900%$45.3K$45.5K+$2372026-11-04
Align Financial, LLC
UNCHANGED1,2351,23500%$44.8K$45.0K+$2352026-10-16
Spire Wealth Management
UNCHANGED1,2141,21400%$44.0K$44.2K+$2312026-10-30
Nova Financial LLC
NEW1,207—+1,207——$44.0K—2026-11-04
Hoey Investments, Inc
UNCHANGED1,1001,10000%$39.9K$40.1K+$2092026-10-29
GK Wealth Management LLC
NEW1,091—+1,091——$39.8K—2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED1,0671,06700%$38.7K$38.9K+$2032026-10-20
Davis Capital Management
INCREASED999237+762+322%$8.6K$36.4K+$27.8K2026-10-08
Financial Consulate, Inc
INCREASED936871+65+7%$31.6K$34.1K+$2.5K2026-10-23
Morton Brown Family Wealth, LLC
UNCHANGED89189100%$32.3K$32.5K+$1692026-10-23
Lodestone Wealth Management LLC
UNCHANGED85285200%$30.9K$31.1K+$1622026-10-14
UMB Private Wealth Management, LLC
NEW783—+783——$28.5K—2026-10-19
PFS Partners, LLC
UNCHANGED73973900%$26.8K$26.9K+$1402026-10-21
Arlington Trust Co LLC
UNCHANGED69869800%$25.3K$25.4K+$1332026-10-20
Godsey & Gibb, Inc
DECREASED6591,084-425-39%$39.3K$24.0K-$15.3K2026-10-14
Whipplewood Advisors, LLC
INCREASED659652+7+1%$23.6K$24.0K+$3792026-10-20
Armstrong Advisory Group, Inc
NEW646—+646——$23.5K—2026-10-09
Barnes Dennig Private Wealth Management LLC
INCREASED614455+159+35%$16.5K$22.4K+$5.9K2026-10-30
Blume Capital Management, Inc.
UNCHANGED61361300%$22.2K$22.4K+$1172026-10-26
Central Trust Co
INCREASED59519+576+3032%$689$21.7K+$21.0K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED59259200%$21.5K$21.6K+$1132026-10-20
American Capital Advisory, LLC
UNCHANGED51551500%$18.7K$18.8K+$982026-10-28
Gables Capital Management Inc.
UNCHANGED50050000%$18.1K$18.2K+$952026-11-04
PFC Capital Group, Inc.
UNCHANGED48048000%$17$17.5K+$17.5K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED46646600%$16.9K$17.0K+$882026-10-23
Gladwyn Financial Advisors, Inc.
UNCHANGED46546500%$16.9K$16.9K+$882026-10-05
Key FInancial Inc
UNCHANGED45245200%$16.4K$16.5K+$852026-11-02
Friedenthal Financial
INCREASED451442+9+2%$16.0K$16.4K+$4122026-10-27
Legacy Bridge, LLC
UNCHANGED44044000%$16.0K$16.0K+$832026-10-28
Milestone Investment Advisors LLC
UNCHANGED42342300%$15.3K$15.4K+$812026-11-05
Alpine Bank Wealth Management
NEW400—+400——$14.6K—2026-10-16
Next Level Wealth Planning, LLC
NEW381—+381——$13.9K—2026-10-29
Your Advocates Ltd., LLP
UNCHANGED37737700%$13.7K$13.8K+$722026-11-03
Wilkerson Advisory Group LLC
UNCHANGED35135100%$12.7K$12.8K+$672026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED34534500%$12.5K$12.6K+$652026-11-03
Fairman Group, LLC
UNCHANGED28228200%$10.2K$10.3K+$542026-10-26
True Wealth Design, LLC
DECREASED281539-258-48%$19.5K$10.2K-$9.3K2026-10-13
Horrell Capital Management, Inc.
UNCHANGED25125100%$9.1K$9.1K+$482026-10-08
Kozak & Associates, Inc.
UNCHANGED22622600%$8.1K$7.9K-$2042026-10-29
Reap Financial Group, LLC
UNCHANGED22622600%$8.2K$8.3K+$432026-11-02
CX Institutional
UNCHANGED22222200%$8$8$02026-10-02
Vermillion Wealth Management, Inc.
DECREASED2026,826-6,624-97%$247.5K$7.4K-$240.1K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED20020000%$7.3K$7.3K+$382026-10-16
Main Street Group, LTD
UNCHANGED19219200%$7.0K$7.0K+$362026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW191—+191——$7.0K—2026-10-15
Westside Investment Management, Inc.
UNCHANGED17017000%$6.2K$6.2K+$332026-11-02
Silver Grove Financial Group, Inc.
INCREASED16794+73+78%$3.4K$6.1K+$2.7K2026-11-05
Rydar Equities, Inc.
NEW164—+164——$6.0K—2026-10-13
Oakworth Capital, Inc.
DECREASED159381-222-58%$13.7K$5.8K-$7.9K2026-10-26
Archer Investment Corp
UNCHANGED14514500%$5.3K$5.3K+$282026-11-05
First Pacific Financial
UNCHANGED13713700%$5.0K$5.0K+$262026-10-14
Community Bank, N.A.
UNCHANGED13313300%$4.8K$4.8K+$262026-11-06
Pillar Financial Advisors, LLC
UNCHANGED11111100%$4.0K$4.0K+$212026-10-21
Atmos Advisory, LLC
UNCHANGED10910900%$4.0K$4.0K+$212026-10-06
Trust Co of Toledo NA
NEW100—+100——$3.6K—2026-10-16
Sellwood Investment Partners LLC
DECREASED85269-184-68%$9.7K$3.1K-$6.7K2026-11-03
Jacobi Capital Management LLC
NEW79—+79——$2.9K—2026-11-05
Salomon & Ludwin, LLC
UNCHANGED717100%$2.6K$2.6K+$332026-10-29
Gen-Wealth Partners Inc
NEW69—+69——$2.5K—2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED565600%$2.0K$2.0K+$112026-10-28
Townsend Asset Management Corp
UNCHANGED484800%$1.7K$1.8K+$102026-10-29
Financial Freedom, LLC
NEW47—+47——$1.7K—2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED474700%$1.7K$1.7K+$92026-10-16
Noble Wealth Management PBC
NEW41—+41——$1.5K—2026-10-01
Maryland Capital Advisors Inc.
UNCHANGED393900%$1.4K$1.4K+$72026-10-15
Trust Co
INCREASED3835+3+9%$1.3K$1.4K+$1222026-10-09
Avion Wealth
UNCHANGED383800%$1$1$02026-11-04
RMG Wealth Management LLC
UNCHANGED373700%$1.4K$1.3K-$752026-10-26
Mosley Wealth Management
UNCHANGED313100%$1.1K$1.1K-$42026-10-16
Redwood Park Advisors LLC
UNCHANGED202000%$727$730+$32026-11-02
Chilton Capital Management LLC
NEW19—+19——$693—2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED151500%$544$547+$32026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED151500%$544$547+$32026-10-30
Register Financial Advisors LLC
UNCHANGED131300%$471$474+$32026-10-23
Blueline Advisors LLC
UNCHANGED101000%$377$379+$22026-10-15
POM Investment Strategies, LLC
NEW0—0——$8—2026-10-20
Nations Financial Group Inc,
CLOSED0134,104-134,104-100%$4.9M$0-$4.9M2026-11-05
Associated Banc-Corp
CLOSED030,000-30,000-100%$1.1M$0-$1.1M2026-10-30
Wlth Capital Management, LLC
CLOSED024,946-24,946-100%$904.5K$0-$904.5K2026-10-20
Paragon Private Wealth Management, LLC
CLOSED010,953-10,953-100%$397.1K$0-$397.1K2026-10-20
RTD Financial Advisors, Inc.
CLOSED09,200-9,200-100%$333.6K$0-$333.6K2026-10-09
Capital Planning LLC
CLOSED08,939-8,939-100%$324.1K$0-$324.1K2026-10-09
Integrated Advisors Network LLC
CLOSED06,942-6,942-100%$251.7K$0-$251.7K2026-10-20
Radnor Capital Management, LLC
CLOSED06,305-6,305-100%$228.6K$0-$228.6K2026-10-23
Certior Financial Group, LLC
CLOSED06,161-6,161-100%$223.4K$0-$223.4K2026-10-19
CGN Advisors LLC
CLOSED06,055-6,055-100%$219.5K$0-$219.5K2026-10-21
Advisor OS, LLC
CLOSED05,972-5,972-100%$216.5K$0-$216.5K2026-11-03
Islay Capital Management, LLC
CLOSED03,657-3,657-100%$132.6K$0-$132.6K2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED02,631-2,631-100%$95.4K$0-$95.4K2026-10-07
Gill Capital Partners, LLC
CLOSED01,932-1,932-100%$70.1K$0-$70.1K2026-10-13
NBT Bank, N.A.
CLOSED01,725-1,725-100%$62.5K$0-$62.5K2026-10-21
Brooklyn FI, LLC
CLOSED01,594-1,594-100%$57.4K$0-$57.4K2026-11-05
Institute for Wealth Management, Llc.
CLOSED01,226-1,226-100%$44.5K$0-$44.5K2026-11-06
LifeSteps Financial, Inc.
CLOSED01,190-1,190-100%$43.1K$0-$43.1K2026-10-15
CrossGen Wealth, LLC
CLOSED0439-439-100%$15.9K$0-$15.9K2026-10-30
Cornerstone Planning Group LLC
CLOSED0299-299-100%$10.8K$0-$10.8K2026-10-16
Solstein Capital, LLC
CLOSED0119-119-100%$4.3K$0-$4.3K2026-11-02
Valley Wealth Managers, Inc.
CLOSED079-79-100%$2.9K$0-$2.9K2026-10-09
Evolution Wealth Management Inc.
CLOSED037-37-100%$1.3K$0-$1.3K2026-10-28
Trust Co of Vermont
CLOSED033-33-100%$1.2K$0-$1.2K2026-10-21
Wagner Wealth Management, LLC
CLOSED05-5-100%$192$0-$1922026-10-21
Simplex Trading, LLC
CLOSED02-2-100%$72$0-$722026-11-04
Toth Financial Advisory Corp
CLOSED01-1-100%$37$0-$372026-10-08
Retirement Wealth Solutions LLC
UNCHANGED000—$5$5$02026-10-07
Financial Engines Advisors L.L.C.
N/A—15,123,069-15,123,069-100%$548.4M———
HighTower Advisors, LLC
N/A—9,474,823-9,474,823-100%$343.6M———
Northwestern Mutual Wealth Management Co
N/A—3,178,103-3,178,103-100%$115.2M———
SageView Advisory Group, LLC
N/A—3,169,433-3,169,433-100%$114.9M———
Jones Financial Companies Lllp
N/A—2,351,762-2,351,762-100%$84.1M———
Morgan Stanley
N/A—2,289,500-2,289,500-100%$83.0M———
Moneta Group Investment Advisors LLC
N/A—1,941,101-1,941,101-100%$70.4M———
Sanctuary Advisors, LLC
N/A—1,761,499-1,761,499-100%$63.9M———
JPMorgan Chase & Co
N/A—1,572,456-1,572,456-100%$56.5M———
Envestnet Asset Management Inc
N/A—1,564,651-1,564,651-100%$56.7M———
FMR LLC
N/A—1,548,538-1,548,538-100%$56.2M———
Mariner, LLC
N/A—1,540,632-1,540,632-100%$55.8M———
Wells Fargo & Company
N/A—1,489,129-1,489,129-100%$54.0M———
Mercer Global Advisors Inc
N/A—1,391,990-1,391,990-100%$50.5M———
Waverly Advisors, LLC
N/A—1,017,905-1,017,905-100%$36.9M———
Wealthspire Advisors, LLC
N/A—1,005,812-1,005,812-100%$36.5M———
JMG Financial Group, Ltd.
N/A—960,587-960,587-100%$34.8M———
Cerity Partners LLC
N/A—901,137-901,137-100%$32.7M———
UBS Group AG
N/A—893,714-893,714-100%$32.4M———
Benjamin Edwards Inc
N/A—857,565-857,565-100%$31.1M———
Cetera Investment Advisers
N/A—823,721-823,721-100%$29.9M———
SCS Capital Management LLC
N/A—737,603-737,603-100%$26.7M———
Osaic Holdings, Inc.
N/A—694,776-694,776-100%$25.2M———
Focus Partners Wealth
N/A—682,534-682,534-100%$24.7M———
Susquehanna International Group, LLP
N/A—637,348-637,348-100%$23.1M———
Ballentine Partners, LLC
N/A—636,075-636,075-100%$23.1M———
Summit Wealth & Retirement Planning, Inc.
N/A—507,913-507,913-100%$18.4M———
Principal Securities, Inc.
N/A—480,364-480,364-100%$17.4M———
Klingenstein Fields & Co LP
N/A—412,214-412,214-100%$14.9M———
Pathstone Holdings, LLC
N/A—394,360-394,360-100%$14.3M———
BlackRock, Inc.
N/A—385,249-385,249-100%$14.0M———
Cresset Asset Management, LLC
N/A—366,286-366,286-100%$13.3M———
IHT Wealth Management, LLC
N/A—356,904-356,904-100%$12.9M———
Bank of America Corp
N/A—354,874-354,874-100%$12.9M———
Main Street Financial Solutions, LLC
N/A—339,687-339,687-100%$12.3M———
HC Advisors, LLC
N/A—328,318-328,318-100%$11.9M———
Brand Asset Management Group, Inc.
N/A—328,242-328,242-100%$11.9M———
North Star Asset Management Inc
N/A—322,229-322,229-100%$11.7M———
Captrust Financial Advisors
N/A—312,716-312,716-100%$11.3M———
Raymond James Financial Inc
N/A—305,719-305,719-100%$11.1M———
Old Mission Capital LLC
N/A—273,776-273,776-100%$9.9M———
Invst, LLC
N/A—272,075-272,075-100%$9.9M———
Berkshire Asset Management LLC
N/A—269,821-269,821-100%$9.8M———
Ballast Advisors LLC
N/A—269,165-269,165-100%$9.8M———
Royal Bank of Canada
N/A—265,946-265,946-100%$9.6M———
Apriem Advisors
N/A—260,903-260,903-100%$9.5M———
L2 Asset Management, LLC
N/A—260,114-260,114-100%$9.4M———
Geneos Wealth Management Inc.
N/A—248,447-248,447-100%$9.0M———
Beacon Pointe Advisors, LLC
N/A—245,329-245,329-100%$8.9M———
Zacks Investment Management
N/A—232,125-232,125-100%$8.4M———
Payne Capital Management, LLC
N/A—216,012-216,012-100%$7.8M———
Sherwood Financial Partners, LLC
N/A—215,853-215,853-100%$7.8M———
Ameriprise Financial Inc
N/A—212,702-212,702-100%$7.7M———
Goldman Sachs Group Inc
N/A—197,709-197,709-100%$7.2M———
Stifel Financial Corp
N/A—190,946-190,946-100%$6.9M———
MorganRosel Wealth Management, LLC
N/A—190,814-190,814-100%$6.9M———
Northern Trust Corp
N/A—182,361-182,361-100%$6.6M———
MML Investors Services, LLC
N/A—182,055-182,055-100%$6.6M———
LifePlan Investment Advisors, Inc.
N/A—173,074-173,074-100%$6.3M———
RWA Wealth Partners, LLC
N/A—172,279-172,279-100%$6.2M———
Quantinno Capital Management LP
N/A—171,345-171,345-100%$6.2M———
Brightwater Advisory LLC
N/A—163,176-163,176-100%$5.9M———
Joule Financial, LLC
N/A—158,537-158,537-100%$5.7M———
EP Wealth Advisors, LLC
N/A—157,786-157,786-100%$5.7M———
MAI Capital Management
N/A—157,138-157,138-100%$5.7M———
Fortis Capital Management LLC
N/A—156,693-156,693-100%$5.7M———
Texas Yale Capital Corp.
N/A—154,889-154,889-100%$5.6M———
Bogart Wealth, LLC
N/A—153,041-153,041-100%$5.5M———
Rockbridge Investment Management, LCC
N/A—151,894-151,894-100%$5.5M———
Plum Street Advisors, LLC
N/A—148,522-148,522-100%$5.4M———
Renaissance Technologies LLC
N/A—144,574-144,574-100%$5.2M———
AQR Capital Management LLC
N/A—144,545-144,545-100%$5.2M———
Composition Wealth, LLC
N/A—144,347-144,347-100%$5.2M———
Jacobs Equity LLC
N/A—124,291-124,291-100%$4.5M———
United Capital Financial Advisors, LLC
N/A—122,108-122,108-100%$4.4M———
Natixis Advisors, LLC
N/A—121,568-121,568-100%$4.4M———
GeoWealth Management, LLC
N/A—119,538-119,538-100%$4.3M———
Bartlett & Co. Wealth Management LLC
N/A—118,674-118,674-100%$4.3M———
Ethos Financial Group, LLC
N/A—118,329-118,329-100%$4.1M———
Cascade Financial Partners, LLC
N/A—115,854-115,854-100%$4.2M———
Bleakley Financial Group, LLC
N/A—114,674-114,674-100%$4.2M———
Bluespring Wealth Management, LLC
N/A—113,376-113,376-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—112,962-112,962-100%$4.1M———
Orcam Financial Group
N/A—111,359-111,359-100%$4.0M———
Betterment LLC
N/A—111,172-111,172-100%$4.0M———
Fort Point Capital Partners LLC
N/A—108,220-108,220-100%$3.9M———
Sollinda Capital Management LLC
N/A—105,702-105,702-100%$3.8M———
Great Valley Advisor Group, Inc.
N/A—104,948-104,948-100%$3.8M———
Destination Wealth Management
N/A—104,050-104,050-100%$3.8M———
Sonoma Allocations LLC
N/A—95,877-95,877-100%$3.8M———
Strategic Financial Planning, Inc.
N/A—89,994-89,994-100%$3.3M———
Leavell Investment Management, Inc.
N/A—89,816-89,816-100%$3.3M———
Capital Analysts, LLC
N/A—82,960-82,960-100%$3.0M———
Sequoia Financial Advisors, LLC
N/A—81,637-81,637-100%$3.0M———
Chesapeake Wealth Management
N/A—80,879-80,879-100%$2.9M———
Asset Management Group, Inc.
N/A—80,322-80,322-100%$2.9M———
FAS Wealth Partners, Inc.
N/A—78,365-78,365-100%$2.8M———
Strive Financial Group,LLC
N/A—75,180-75,180-100%$2.7M———
Continental Investors Services, Inc.
N/A—72,632-72,632-100%$2.7M———
Dakota Wealth Management
N/A—72,317-72,317-100%$2.6M———
World Investment Advisors
N/A—69,837-69,837-100%$2.3M———
Goldstone Financial Group, LLC
N/A—69,623-69,623-100%$2.5M———
Indie Asset Partners, LLC
N/A—64,993-64,993-100%$2.4M———
NewEdge Advisors, LLC
N/A—64,534-64,534-100%$2.3M———
WorthPointe, LLC
N/A—64,417-64,417-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—63,903-63,903-100%$2.3M———
Payne Capital LLC
N/A—60,106-60,106-100%$2.2M———
Hancock Whitney Corp
N/A—60,013-60,013-100%$2.2M———
DRW Securities, LLC
N/A—58,184-58,184-100%$2.1M———
Veridan Wealth LLC
N/A—56,626-56,626-100%$2.1M———
UP Strategic Wealth Investment Advisors LLC
N/A—55,104-55,104-100%$2.0M———
Holistic Financial Partners
N/A—54,589-54,589-100%$2.0M———
Passive Capital Management, Llc.
N/A—52,357-52,357-100%$1.7M———
Ironwood Investment Management LLC
N/A—52,159-52,159-100%$1.9M———
Nalls Sherbakoff Group, LLC
N/A—51,184-51,184-100%$1.9M———
Anchor Investment Management, LLC
N/A—50,920-50,920-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—50,120-50,120-100%$1.8M———
Meramec Financial Planners, LLC
N/A—48,148-48,148-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—48,022-48,022-100%$1.7M———
Roundview Capital LLC
N/A—47,552-47,552-100%$1.7M———
Rialto Wealth Management, LLC
N/A—46,430-46,430-100%$1.7M———
Alaska Wealth Advisors, LLC
N/A—46,372-46,372-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—44,957-44,957-100%$1.6M———
Global Retirement Partners, LLC
N/A—44,341-44,341-100%$1.6M———
OneDigital Investment Advisors LLC
N/A—43,182-43,182-100%$1.6M———
Empower Advisory Group, LLC
N/A—42,938-42,938-100%$1.6M———
Greenline Partners, LLC
N/A—42,898-42,898-100%$1.6M———
Silver OAK Securities, Incorporated
N/A—42,601-42,601-100%$1.5M———
Kiley Juergens Wealth Management, LLC
N/A—42,042-42,042-100%$1.5M———
Hantz Financial Services, Inc.
N/A—41,860-41,860-100%$1.5M———
Mutual Advisors, LLC
N/A—40,454-40,454-100%$1.5M———
Disciplined Investors, L.L.C.
N/A—40,394-40,394-100%$1.5M———
Athena Investment Management
N/A—40,038-40,038-100%$1.5M———
Madden Advisory Services, Inc.
N/A—38,841-38,841-100%$1.4M———
Windward Private Wealth Management Inc.
N/A—38,316-38,316-100%$1.4M———
Stratos Wealth Advisors, LLC
N/A—37,018-37,018-100%$1.3M———
Bessemer Group Inc
N/A—36,905-36,905-100%$1.3M———
Equitable Holdings, Inc.
N/A—36,875-36,875-100%$1.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—36,000-36,000-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—35,856-35,856-100%$1.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—35,074-35,074-100%$1.3M———
Savvy Advisors, Inc.
N/A—34,667-34,667-100%$1.3M———
C M Bidwell & Associates LTD
N/A—34,162-34,162-100%$1.2M———
WJ Financial Advisors LLC
N/A—33,909-33,909-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—32,845-32,845-100%$1.2M———
Cahill Financial Advisors Inc
N/A—32,517-32,517-100%$1.2M———
Whittier Trust Co
N/A—32,337-32,337-100%$1.2M———
Tradition Wealth Management, LLC
N/A—32,213-32,213-100%$1.2M———
Fort Vancouver Investment Management, LLC
N/A—31,802-31,802-100%$1.2M———
Nuveen, LLC
N/A—31,558-31,558-100%$1.1M———
Blair William & Co
N/A—31,384-31,384-100%$1.1M———
Belpointe Asset Management LLC
N/A—31,249-31,249-100%$1.1M———
Fortis Capital Advisors, LLC
N/A—31,249-31,249-100%$1.1M———
Oxford Financial Group, Ltd. LLC
N/A—31,160-31,160-100%$1.1M———
Element Wealth, LLC
N/A—31,104-31,104-100%$1.1M———
Bank of Montreal
N/A—30,998-30,998-100%$1.1M———
Tower Bridge Advisors
N/A—30,067-30,067-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—29,631-29,631-100%$1.1M———
Lowe Brockenbrough & Co Inc
N/A—29,603-29,603-100%$1.1M———
American Investment Services, Inc.
N/A—29,458-29,458-100%$1.1M———
Smartleaf Asset Management LLC
N/A—28,937-28,937-100%$1.0M———
Phil A. Younker & Associates, Ltd.
N/A—28,669-28,669-100%$1.0M———
CIBC Bancorp USA Inc.
N/A—28,387-28,387-100%$1.0M———
First Manhattan Co. Llc.
N/A—28,221-28,221-100%$1.0M———
SEI Investments Co
N/A—28,029-28,029-100%$1.0M———
CVA Family Office, LLC
N/A—27,764-27,764-100%$1.0M———
Westmount Partners, LLC
N/A—27,508-27,508-100%$997.4K———
Per Stirling Capital Management, Llc.
N/A—27,257-27,257-100%$988.3K———
M1 Capital Management LLC
N/A—26,609-26,609-100%$964.8K———
OneAscent Financial Services LLC
N/A—25,655-25,655-100%$930.2K———
Baird Financial Group, Inc.
N/A—25,636-25,636-100%$929.6K———
Kingsview Wealth Management, LLC
N/A—24,190-24,190-100%$877.1K———
Sand Hill Global Advisors, LLC
N/A—23,792-23,792-100%$862.7K———
FFT Wealth Management LLC
N/A—23,760-23,760-100%$861.5K———
Broadview Financial Management, LLC
N/A—23,710-23,710-100%$859.7K———
Coldstream Capital Management Inc
N/A—23,313-23,313-100%$845.3K———
Wealthfront Advisers LLC
N/A—22,915-22,915-100%$830.9K———
HHM Wealth Advisors, LLC
N/A—22,835-22,835-100%$828.0K———
Advisory Services Network, LLC
N/A—22,505-22,505-100%$816.0K———
Commerce Bank
N/A—22,493-22,493-100%$815.6K———
IEQ Capital, LLC
N/A—22,482-22,482-100%$815.2K———
Glenmede Trust Co NA
N/A—21,991-21,991-100%$797.4K———
Harbour Investments, Inc.
N/A—21,942-21,942-100%$795.6K———
Ameritas Investment Partners, Inc.
N/A—21,894-21,894-100%$793.9K———
Rehmann Capital Advisory Group
N/A—20,703-20,703-100%$750.7K———
Parsonex Advisory Services, Inc.
N/A—20,647-20,647-100%$748.6K———
Rockefeller Capital Management L.P.
N/A—20,525-20,525-100%$744.2K———
Aegis Wealth Management LLC
N/A—20,497-20,497-100%$743.2K———
Vawter Financial, Ltd.
N/A—20,419-20,419-100%$740.4K———
Coastwise Capital Group, LLC
N/A—20,114-20,114-100%$729.3K———
Bcwm, LLC
N/A—19,855-19,855-100%$719.9K———
Summit Financial, LLC
N/A—19,819-19,819-100%$718.6K———
Range Advisory, LLC
N/A—19,613-19,613-100%$711.2K———
IF Advisors, LLC
N/A—19,402-19,402-100%$703.5K———
Johnson Investment Counsel Inc
N/A—18,922-18,922-100%$686.1K———
Keyvantage Wealth, LLC
N/A—18,364-18,364-100%$665.9K———
Rothschild Wealth LLC
N/A—18,052-18,052-100%$654.6K———
Orographic Financial Advisors, LLC
N/A—17,915-17,915-100%$661———
Pine Valley Investments Ltd Liability Co
N/A—17,810-17,810-100%$645.8K———
Sachetta, LLC
N/A—17,807-17,807-100%$645.7K———
HRT Financial LP
N/A—17,215-17,215-100%$624.0K———
Arax Advisory Partners
N/A—16,894-16,894-100%$612.6K———
Medallion Wealth Advisors, LLC
N/A—16,779-16,779-100%$608.7K———
One Capital Management, LLC
N/A—16,770-16,770-100%$552.6K———
Arete Wealth Advisors, LLC
N/A—16,735-16,735-100%$606.8K———
Modus Advisors, LLC
N/A—16,701-16,701-100%$605.6K———
Private Advisor Group, LLC
N/A—16,518-16,518-100%$598.9K———
Wilson & Boucher Capital Management, LLC
N/A—16,107-16,107-100%$584.0K———
Meeder Advisory Services, Inc.
N/A—16,045-16,045-100%$581.8K———
Laraway Financial Advisors Inc
N/A—15,969-15,969-100%$579.0K———
Advyzon Investment Management, LLC
N/A—15,896-15,896-100%$576.4K———
Sfmg, LLC
N/A—15,859-15,859-100%$575.0K———
Red Door Wealth Management, LLC
N/A—15,756-15,756-100%$571.3K———
Fiduciary Financial Advisors
N/A—15,631-15,631-100%$566.7K———
Modern Wealth Management, LLC
N/A—15,543-15,543-100%$563.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,312-15,312-100%$555.2K———
&partners
N/A—15,229-15,229-100%$552.2K———
BWM Planning, LLC
N/A—14,997-14,997-100%$543.8K———
Geometric Wealth Advisors
N/A—14,860-14,860-100%$538.8K———
Zhang Financial LLC
N/A—14,848-14,848-100%$538.4K———
Brown Advisory Inc
N/A—14,843-14,843-100%$538.2K———
NorthRock Partners, LLC
N/A—14,364-14,364-100%$520.9K———
Dorsey & Whitney Trust Co LLC
N/A—14,237-14,237-100%$516.2K———
Gambit Capital Management, LLC
N/A—13,876-13,876-100%$503.1K———
Ameritas Advisory Services, LLC
N/A—13,865-13,865-100%$502.8K———
Nicolet Bankshares Inc
N/A—13,592-13,592-100%$492.8K———
Foundations Investment Advisors, LLC
N/A—13,302-13,302-100%$482.3K———
LOM Asset Management Ltd
N/A—13,235-13,235-100%$479.9K———
Private Capital Management, LLC
N/A—13,181-13,181-100%$478.0K———
Atlas Capital Advisors Inc.
N/A—12,813-12,813-100%$464.6K———
Caprock Group, LLC
N/A—12,558-12,558-100%$455.4K———
Tudor Investment Corp ET AL
N/A—12,412-12,412-100%$450.1K———
Front Row Advisors LLC
N/A—12,313-12,313-100%$452.5K———
Foster & Motley Inc
N/A—12,237-12,237-100%$444.0K———
Parkwoods Wealth Partners, LLC
N/A—12,166-12,166-100%$441.1K———
TRU Independence Asset Management 2, LLC
N/A—11,910-11,910-100%$431.9K———
Waterford Advisors, LLC
N/A—11,780-11,780-100%$398.6K———
AE Wealth Management LLC
N/A—11,753-11,753-100%$426.2K———
Daybright Advisory Services, Inc.
N/A—11,708-11,708-100%$421.8K———
Comprehensive Money Management Services LLC
N/A—11,588-11,588-100%$420.2K———
Whittier Trust Co of Nevada Inc
N/A—11,390-11,390-100%$407.6K———
Ancora Advisors LLCA
N/A—11,157-11,157-100%$404.6K———
BSW Wealth Partners
N/A—10,953-10,953-100%$397.2K———
Alteri Wealth LLC
N/A—10,872-10,872-100%$394.2K———
Aspiring Ventures, LLC
N/A—10,739-10,739-100%$389.4K———
Pure Financial Advisors, LLC
N/A—10,431-10,431-100%$378.2K———
Empirical Asset Management, LLC
N/A—10,238-10,238-100%$371.2K———
Gilbert & Cook, Inc.
N/A—10,187-10,187-100%$369.4K———
Argent Trust Co
N/A—9,864-9,864-100%$357.7K———
VSM Wealth Advisory, LLC
N/A—9,789-9,789-100%$355.0K———
Stratos Wealth Partners, Ltd.
N/A—9,645-9,645-100%$349.8K———
Prairieview Wealth Partners, LLC
N/A—9,642-9,642-100%$349.6K———
Steelhead Wealth Management LLC
N/A—9,455-9,455-100%$342.0K———
Wealthspire Retirement, LLC
N/A—9,314-9,314-100%$337.7K———
State Street Corp
N/A—9,234-9,234-100%$334.8K———
Clal Insurance Enterprises Holdings Ltd
N/A—9,234-9,234-100%$335.0K———
Insigneo Advisory Services, LLC
N/A—8,990-8,990-100%$326.0K———
Walter & Keenan Wealth Management LLC
N/A—8,800-8,800-100%$319.1K———
American Trust
N/A—8,784-8,784-100%$318.5K———
Panoramic Investment Advisors, LLC
N/A—8,712-8,712-100%$315.9K———
Marietta Investment Partners LLC
N/A—8,415-8,415-100%$305.1K———
Fiducient Advisors LLC
N/A—8,313-8,313-100%$301.4K———
Roble, Belko & Company, Inc
N/A—8,177-8,177-100%$296.0K———
Franklin Resources Inc
N/A—8,160-8,160-100%$295.9K———
RED Reef Advisors LLC
N/A—8,060-8,060-100%$292.2K———
IMA Advisory Services, Inc.
N/A—8,037-8,037-100%$291.4K———
Citadel Advisors LLC
N/A—7,934-7,934-100%$287.7K———
Morris Financial Concepts, Inc.
N/A—7,933-7,933-100%$287.7K———
Cordant, Inc.
N/A—7,752-7,752-100%$281.1K———
SHP Wealth Management
N/A—7,740-7,740-100%$280.7K———
Janney Montgomery Scott LLC
N/A—7,726-7,726-100%$280.0K———
Advisory Alpha, LLC
N/A—7,602-7,602-100%$275.7K———
Arkadios Wealth Advisors
N/A—7,190-7,190-100%$260.7K———
Arbor Trust Wealth Advisors, LLC
N/A—7,066-7,066-100%$256.2K———
Pacific Point Advisors, LLC
N/A—6,912-6,912-100%$250.6K———
Two Sigma Securities, LLC
N/A—6,786-6,786-100%$246.1K———
Northwest Bancshares, Inc.
N/A—6,767-6,767-100%$245.4K———
Prudent Investors Network, Inc.
N/A—6,754-6,754-100%$244.9K———
Mission Creek Capital Partners, Inc.
N/A—6,596-6,596-100%$239.2K———
Whalerock Point Partners, LLC
N/A—6,400-6,400-100%$232.1K———
Faithward Advisors, LLC
N/A—6,077-6,077-100%$220.4K———
Dunhill Financial, LLC
N/A—6,071-6,071-100%$220.1K———
First Western Trust Bank
N/A—6,043-6,043-100%$219.1K———
Berger Financial Group, Inc
N/A—6,034-6,034-100%$218.8K———
Vanguard Advisers Inc
N/A—6,030-6,030-100%$218.7K———
Weik Capital Management
N/A—5,875-5,875-100%$213.0K———
Storen Legacy Partners, LLC
N/A—5,864-5,864-100%$212.6K———
FLC Capital Advisors
N/A—5,828-5,828-100%$211.3K———
Empowered Funds, LLC
N/A—5,820-5,820-100%$211.0K———
Cambria Investment Management, L.P.
N/A—5,820-5,820-100%$211.0K———
Lbmc Investment Advisors, LLC
N/A—5,810-5,810-100%$210.7K———
Freedom Investment Management, Inc.
N/A—5,797-5,797-100%$210.2K———
Proffitt & Goodson Inc
N/A—5,761-5,761-100%$208.9K———
Tribridge Partners Financial LLC
N/A—5,696-5,696-100%$203.1K———
Regimen Wealth, LLC
N/A—5,612-5,612-100%$203.5K———
American Financial Advisors, LLC
N/A—5,596-5,596-100%$202.9K———
OneAscent Wealth Management LLC
N/A—5,581-5,581-100%$202.4K———
WealthShield Partners, LLC
N/A—5,581-5,581-100%$202.4K———
WealthCollab, LLC
N/A—4,962-4,962-100%$179.9K———
UBS Asset Management Americas LLC
N/A—4,347-4,347-100%$157.6K———
Crewe Advisors LLC
N/A—4,142-4,142-100%$150.2K———
SouthState Bank Corp
N/A—3,902-3,902-100%$141.5K———
New Republic Capital, LLC
N/A—3,887-3,887-100%$141.0K———
Howe & Rusling Inc
N/A—3,820-3,820-100%$138.5K———
Steward Partners Investment Advisory, LLC
N/A—3,543-3,543-100%$128.5K———
IFG Advisory, LLC
N/A—3,208-3,208-100%$116.3K———
Cardiff Park Advisors, LLC
N/A—3,167-3,167-100%$114.8K———
National Bank of Canada
N/A—3,105-3,105-100%$111.4K———
Cascades Capital Asset Management, LLC
N/A—3,095-3,095-100%$112.2K———
Game Plan Financial Advisors, LLC
N/A—3,005-3,005-100%$109.0K———
Smithfield Trust Co
N/A—2,665-2,665-100%$97.0K———
HM Payson & Co
N/A—2,251-2,251-100%$81.6K———
Ameriflex Group, Inc.
N/A—2,185-2,185-100%$79.2K———
BFC Planning, Inc.
N/A—2,107-2,107-100%$76.4K———
Hollencrest Capital Management
N/A—2,061-2,061-100%$74.7K———
Glassman Wealth Services
N/A—1,939-1,939-100%$70.3K———
Vanguard National Trust Co
N/A—1,919-1,919-100%$69.6K———
Colonial Trust Co / SC
N/A—1,500-1,500-100%$54.4K———
Topsail Wealth Management, LLC
N/A—1,065-1,065-100%$38.6K———
PIN OAK Investment Advisors Inc
N/A—1,054-1,054-100%$38.0K———
Manning & Napier Advisors LLC
N/A—1,040-1,040-100%$37.7K———
Security National Bank of Sioux City Iowa
N/A—942-942-100%$34.2K———
Strategic Investment Solutions, Inc.
N/A—782-782-100%$28.3K———
Cheviot Value Management, LLC
N/A—758-758-100%$27.5K———
Timbuktu Capital Management, LLC
N/A—700-700-100%$25.4K———
Tower Research Capital LLC (TRC)
N/A—682-682-100%$24.7K———
JDM Financial Group LLC
N/A—618-618-100%$22.4K———
Brown Brothers Harriman & Co
N/A—602-602-100%$21.8K———
Quent Capital, LLC
N/A—425-425-100%$15.4K———
Continuum Advisory, LLC
N/A—423-423-100%$15.3K———
Motco
N/A—421-421-100%$15.3K———
Delos Wealth Advisors, LLC
N/A—400-400-100%$14.5K———
Providence Capital Advisors, LLC
N/A—396-396-100%$14.4K———
Orion Capital Management LLC
N/A—394-394-100%$14.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—392-392-100%$14.2K———
Harborfront Financial Group LLC
N/A—359-359-100%$13.0K———
Keating Financial Advisory Services, Inc.
N/A—326-326-100%$11.8K———
Rothschild Investment LLC
N/A—319-319-100%$11.6K———
Huntington National Bank
N/A—305-305-100%$11.1K———
CNB Bank
N/A—296-296-100%$10.7K———
Allied Private Wealth LLC
N/A—256-256-100%$9.2K———
Hamrick Investment Counsel, llc
N/A—200-200-100%$7.3K———
Strategic Wealth Partners, Ltd.
N/A—165-165-100%$6.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—165-165-100%$6.0K———
Atlantic Union Bankshares Corp
N/A—127-127-100%$4.6K———
Prosperity Bancshares Inc
N/A—120-120-100%$4.4K———
Transamerica Financial Advisors, LLC
N/A—109-109-100%$4.0K———
Kiker Wealth Management, LLC
N/A—102-102-100%$3.7K———
Delta Asset Management LLC
N/A—100-100-100%$3.6K———
Greykasell Wealth Strategies, Inc.
N/A—92-92-100%$3.3K———
BOK Financial Private Wealth, Inc.
N/A—85-85-100%$3.1K———
Glen Eagle Advisors, LLC
N/A—75-75-100%$2.7K———
Founders Financial Alliance, LLC
N/A—70-70-100%$2.5K———
Bellevue Asset Management, LLC
N/A—40-40-100%$1.5K———
Frazier Financial Advisors, LLC
N/A—36-36-100%$1.3K———
Mcguire Capital Advisors Inc
N/A—31-31-100%$1.1K———
Graney & King, LLC
N/A—28-28-100%$1.0K———
GW&K Investment Management, LLC
N/A—4-4-100%$0———
NWK Group, Inc.
N/A—2-2-100%$73———
Showing 940 of 940 institutions