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Schwab Fndmn Intl LRG Co ETF (FNDF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,513,402 from 16,409,142
Change+1,104,260 (+7%)
Value$921.3M (+$62.7M)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares9,965,197 from 9,930,317
Change+34,880 (+0%)
Value$535.6M (+$11.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares3,116,030 from 2,878,360
Change+237,670 (+8%)
Value$167.5M (+$15.6M)
Filed 2026-11-06
Mountain Capital Investment Advisors Inc.
INCREASED
Shares3,003,440 from 2,921,147
Change+82,293 (+3%)
Value$161.4M (+$7.3M)
Filed 2026-11-06
Auto-Owners Insurance Co
UNCHANGED
Shares2,703,000 from 2,703,000
Change0 (0%)
Value$145.3M (+$2.8M)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares1,546,706 from 1,490,561
Change+56,145 (+4%)
Value$83.1M (+$5.3M)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares1,431,622 from 1,590,033
Change-158,411 (-10%)
Value$76.9M (-$6.9M)
Filed 2026-11-03
AlphaCore Capital LLC
DECREASED
Shares1,363,773 from 1,433,644
Change-69,871 (-5%)
Value$73.3M (-$2.3M)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares1,319,689 from 1,308,474
Change+11,215 (+1%)
Value$70.9M (+$1.9M)
Filed 2026-11-03
Strata Wealth Advisors, LLC
INCREASED
Shares1,170,858 from 1,155,134
Change+15,724 (+1%)
Value$62.9M (+$2.0M)
Filed 2026-10-16
Nadler Financial Group, Inc.
DECREASED
Shares1,158,619 from 1,169,805
Change-11,186 (-1%)
Value$62.3M (+$556.9K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,112,649 from 1,070,071
Change+42,578 (+4%)
Value$59.8M (+$3.3M)
Filed 2026-10-09
Trust Co
DECREASED
Shares1,095,535 from 1,115,088
Change-19,553 (-2%)
Value$58.9M (+$53.0K)
Filed 2026-10-09
Capital Advantage, Inc.
DECREASED
Shares1,090,489 from 1,100,538
Change-10,049 (-1%)
Value$58.6M (+$549.4K)
Filed 2026-10-14
Hardy Reed LLC
INCREASED
Shares1,053,313 from 1,048,812
Change+4,501 (+0%)
Value$56.6M (+$1.3M)
Filed 2026-11-06
Verde Capital Management
INCREASED
Shares1,038,127 from 1,015,065
Change+23,062 (+2%)
Value$55.8M (+$2.2M)
Filed 2026-10-28
Canandaigua National Bank & Trust Co
DECREASED
Shares1,000,732 from 1,014,722
Change-13,990 (-1%)
Value$53.8M (+$252.6K)
Filed 2026-10-07
Johnson Bixby & Associates, LLC
DECREASED
Shares892,469 from 892,902
Change-433 (0%)
Value$48.0M (+$860.7K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares886,062 from 805,459
Change+80,603 (+10%)
Value$47.6K (-$42.4M)
Filed 2026-11-02
Barry Investment Advisors, LLC
INCREASED
Shares870,697 from 824,655
Change+46,042 (+6%)
Value$46.8M (+$3.3M)
Filed 2026-10-14
MFA Wealth Advisors, LLC
DECREASED
Shares856,749 from 864,797
Change-8,048 (-1%)
Value$46.1M (+$423.6K)
Filed 2026-10-07
Charles Schwab Trust Co
DECREASED
Shares854,227 from 1,021,787
Change-167,560 (-16%)
Value$45.9M (-$8.0M)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares848,099 from 821,704
Change+26,395 (+3%)
Value$45.6M (+$2.2M)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares823,061 from 667,648
Change+155,413 (+23%)
Value$44.2M (+$9.0M)
Filed 2026-10-19
Unison Advisors LLC
DECREASED
Shares773,804 from 784,702
Change-10,898 (-1%)
Value$41.6M (+$191.1K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares767,776 from 759,479
Change+8,297 (+1%)
Value$41.3M (+$1.2M)
Filed 2026-10-13
Arlington Financial Advisors, LLC
DECREASED
Shares756,685 from 756,692
Change-7 (0%)
Value$40.7M (+$748.7K)
Filed 2026-10-19
Bell Investment Advisors, Inc
DECREASED
Shares651,724 from 656,318
Change-4,594 (-1%)
Value$35.0M (+$402.8K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares644,246 from 597,099
Change+47,147 (+8%)
Value$34.6M (+$3.1M)
Filed 2026-11-02
Cabot Wealth Management Inc
INCREASED
Shares634,518 from 579,556
Change+54,962 (+9%)
Value$34.1M (+$3.5M)
Filed 2026-11-05
Resonant Capital Advisors, LLC
DECREASED
Shares624,771 from 631,809
Change-7,038 (-1%)
Value$33.6M (+$247.2K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares594,138 from 10,212
Change+583,926 (+5718%)
Value$31.9M (+$31.4M)
Filed 2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares584,878 from 566,686
Change+18,192 (+3%)
Value$31.4M (+$1.5M)
Filed 2026-10-28
Solitude Financial Services
INCREASED
Shares580,749 from 576,347
Change+4,402 (+1%)
Value$31.2M (+$807.2K)
Filed 2026-10-26
Prairiewood Capital, LLC
INCREASED
Shares580,709 from 567,414
Change+13,295 (+2%)
Value$31.2M (+$1.3M)
Filed 2026-10-16
Vise Technologies, Inc.
DECREASED
Shares577,887 from 602,570
Change-24,683 (-4%)
Value$31.1M (-$730.1K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares548,741 from 556,835
Change-8,094 (-1%)
Value$29.5M (+$116.2K)
Filed 2026-11-02
Opus Capital Group, LLC
INCREASED
Shares512,147 from 506,615
Change+5,532 (+1%)
Value$27.5K (-$26.7M)
Filed 2026-10-30
Capital Wealth Management, LLC
INCREASED
Shares500,778 from 475,448
Change+25,330 (+5%)
Value$26.9M (+$1.8M)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares478,621 from 433,927
Change+44,694 (+10%)
Value$25.7M (+$2.8M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares469,331 from 314,269
Change+155,062 (+49%)
Value$25.0K (-$16.6M)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares460,661 from 450,562
Change+10,099 (+2%)
Value$24.8M (+$988.9K)
Filed 2026-10-15
BIP Wealth, LLC
DECREASED
Shares452,030 from 458,391
Change-6,361 (-1%)
Value$24.3M (+$111.9K)
Filed 2026-10-22
Affinity Wealth LLC
INCREASED
Shares444,625 from 433,901
Change+10,724 (+2%)
Value$23.9M (+$974.9K)
Filed 2026-11-03
Tanglewood Wealth Management, Inc.
NEW
Shares444,413
Change+444,413
Value$23.9M
Filed 2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares429,002 from 360,671
Change+68,331 (+19%)
Value$23.1M (+$4.0M)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares421,854 from 222,963
Change+198,891 (+89%)
Value$22.7M (+$10.9M)
Filed 2026-10-28
Verum Partners LLC
INCREASED
Shares418,755 from 408,446
Change+10,309 (+3%)
Value$22.5M (+$958.5K)
Filed 2026-10-21
Beacon Financial Planning, Inc
DECREASED
Shares407,826 from 415,135
Change-7,309 (-2%)
Value$21.9M (+$18.2K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
INCREASED
Shares387,160 from 383,655
Change+3,505 (+1%)
Value$20.8M (+$802.2K)
Filed 2026-10-09
Moller Wealth Partners
DECREASED
Shares383,948 from 388,978
Change-5,030 (-1%)
Value$20.6M (+$114.7K)
Filed 2026-10-15
Jnba Financial Advisors
DECREASED
Shares372,935 from 378,322
Change-5,387 (-1%)
Value$20.0M (+$85.0K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares360,564 from 104,410
Change+256,154 (+245%)
Value$19.4M (+$13.9M)
Filed 2026-10-23
Studio Investment Management LLC
DECREASED
Shares358,730 from 382,858
Change-24,128 (-6%)
Value$19.3M (-$917.9K)
Filed 2026-10-22
Sound Portfolio Advisors, LLC
DECREASED
Shares348,212 from 359,334
Change-11,122 (-3%)
Value$18.7M (-$242.1K)
Filed 2026-11-05
Visionary Horizons, LLC
INCREASED
Shares343,916 from 320,357
Change+23,559 (+7%)
Value$18.5M (+$1.6M)
Filed 2026-10-22
Mosley Wealth Management
INCREASED
Shares341,697 from 333,920
Change+7,777 (+2%)
Value$18.4M (+$741.8K)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares331,480 from 289,123
Change+42,357 (+15%)
Value$17.8M (+$2.6M)
Filed 2026-10-27
Keybank National Association
DECREASED
Shares330,175 from 330,681
Change-506 (0%)
Value$17.7M (+$300.2K)
Filed 2026-11-04
JHP Wealth Management, LLC
DECREASED
Shares326,462 from 331,675
Change-5,213 (-2%)
Value$17.5M (+$48.2K)
Filed 2026-11-06
Certified Advisory Corp
DECREASED
Shares321,346 from 339,284
Change-17,938 (-5%)
Value$17.3M (-$628.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares316,472 from 284,942
Change+31,530 (+11%)
Value$17.0M (+$2.0M)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED
Shares304,815 from 176,471
Change+128,344 (+73%)
Value$16.4M (+$7.1M)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
INCREASED
Shares301,066 from 287,876
Change+13,190 (+5%)
Value$16.2M (+$994.0K)
Filed 2026-10-23
Westover Capital Advisors, LLC
INCREASED
Shares294,366 from 285,332
Change+9,034 (+3%)
Value$15.8M (+$768.1K)
Filed 2026-10-26
Pennsylvania Capital Management Inc
DECREASED
Shares286,335 from 286,731
Change-396 (0%)
Value$15.4M (+$262.6K)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares271,156 from 274,401
Change-3,245 (-1%)
Value$14.6M (+$97.2K)
Filed 2026-10-05
Aspiriant, LLC
DECREASED
Shares270,540 from 275,501
Change-4,961 (-2%)
Value$14.5M (+$5.9K)
Filed 2026-10-16
Keudell ison Wealth Management
INCREASED
Shares269,687 from 250,158
Change+19,529 (+8%)
Value$14.5M (+$1.3M)
Filed 2026-10-16
KRM Wealth Management L.L.C.
DECREASED
Shares255,198 from 269,162
Change-13,964 (-5%)
Value$13.7M (-$484.1K)
Filed 2026-11-02
BlueSky Wealth Advisors, LLC
DECREASED
Shares253,088 from 256,826
Change-3,738 (-1%)
Value$13.6M (+$53.3K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares250,866 from 241,460
Change+9,406 (+4%)
Value$13.4M (+$646.9K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares244,141 from 244,316
Change-175 (0%)
Value$13.1M (+$232.5K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares243,215 from 247,859
Change-4,644 (-2%)
Value$13.1M (-$4.2K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares241,822 from 228,342
Change+13,480 (+6%)
Value$13.0M (+$950.6K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED
Shares239,193 from 206,843
Change+32,350 (+16%)
Value$12.9M (+$1.9M)
Filed 2026-10-30
Your Advocates Ltd., LLP
INCREASED
Shares236,905 from 236,163
Change+742 (+0%)
Value$12.7M (+$273.7K)
Filed 2026-11-03
RHS Financial, LLC
INCREASED
Shares232,263 from 219,742
Change+12,521 (+6%)
Value$12.5M (+$890.5K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares224,980 from 223,333
Change+1,647 (+1%)
Value$12.1M (+$309.6K)
Filed 2026-10-15
Lee Financial Co
INCREASED
Shares218,131 from 212,081
Change+6,050 (+3%)
Value$11.7M (+$535.1K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
INCREASED
Shares213,568 from 146,321
Change+67,247 (+46%)
Value$11.5M (+$3.8M)
Filed 2026-10-13
Towne Trust Company, N.a
INCREASED
Shares211,717 from 202,696
Change+9,021 (+4%)
Value$11.4M (+$685.5K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares207,134 from 167,367
Change+39,767 (+24%)
Value$11.1M (+$2.3M)
Filed 2026-10-16
Arcadia Investment Advisors LLC
DECREASED
Shares197,878 from 213,972
Change-16,094 (-8%)
Value$10.6M (-$653.2K)
Filed 2026-10-13
ARQ Wealth Advisors, LLC
DECREASED
Shares195,725 from 225,837
Change-30,112 (-13%)
Value$10.5M (-$1.5M)
Filed 2026-10-29
Wealth Forward, LLC
INCREASED
Shares193,452 from 7,468
Change+185,984 (+2490%)
Value$10.4M (+$10.0M)
Filed 2026-10-14
Journey Advisory Group, LLC
DECREASED
Shares192,934 from 195,847
Change-2,913 (-1%)
Value$10.4M (+$37.3K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares191,832 from 186,924
Change+4,908 (+3%)
Value$10.3M (+$448.8K)
Filed 2026-10-27
Firestone Capital Management
DECREASED
Shares190,372 from 190,638
Change-266 (0%)
Value$10.2M (+$174.4K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares189,489 from 193,864
Change-4,375 (-2%)
Value$10.2M (-$43.3K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares188,274 from 190,518
Change-2,244 (-1%)
Value$10.1M (+$68.0K)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares187,750 from 188,870
Change-1,120 (-1%)
Value$10.1M (+$126.8K)
Filed 2026-10-16
Sound Stewardship, LLC
INCREASED
Shares187,414 from 184,993
Change+2,421 (+1%)
Value$10.1M (+$313.3K)
Filed 2026-10-14
Northland Capital Management LLC
INCREASED
Shares186,394 from 181,790
Change+4,604 (+3%)
Value$10.0M (+$427.4K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares185,117 from 33,325
Change+151,792 (+455%)
Value$10.0M (+$8.2M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares178,430 from 157,791
Change+20,639 (+13%)
Value$9.6M (+$1.3M)
Filed 2026-11-02
Williams Financial, LLC
INCREASED
Shares175,959 from 174,572
Change+1,387 (+1%)
Value$9.5M (+$247.4K)
Filed 2026-10-19
Ackerman Capital Advisors, LLC
DECREASED
Shares167,727 from 174,369
Change-6,642 (-4%)
Value$9.0M (-$184.4K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares165,692 from 156,019
Change+9,673 (+6%)
Value$8.9M (+$621.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares165,692 from 156,019
Change+9,673 (+6%)
Value$8.9M (+$621.1K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares165,278 from 163,362
Change+1,916 (+1%)
Value$8.9M (+$264.7K)
Filed 2026-10-21
WealthCare Investment Partners, LLC
INCREASED
Shares162,150 from 160,155
Change+1,995 (+1%)
Value$8.7M (+$265.8K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares151,490 from 119,139
Change+32,351 (+27%)
Value$8.1M (+$1.9M)
Filed 2026-10-23
Hengehold Capital Management LLC
DECREASED
Shares146,726 from 149,303
Change-2,577 (-2%)
Value$7.9M (+$9.3K)
Filed 2026-10-16
Occidental Asset Management, LLC
INCREASED
Shares145,075 from 139,456
Change+5,619 (+4%)
Value$7.8M (+$440.1K)
Filed 2026-11-05
Kuhn & Co Investment Counsel
INCREASED
Shares144,902 from 139,213
Change+5,689 (+4%)
Value$7.8M (+$443.6K)
Filed 2026-10-29
Asset Allocation Strategies LLC
DECREASED
Shares143,387 from 203,871
Change-60,484 (-30%)
Value$7.7M (-$3.0M)
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares142,122 from 131,634
Change+10,488 (+8%)
Value$7.6M (+$694.1K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares141,180 from 133,002
Change+8,178 (+6%)
Value$7.6K (-$7.0M)
Filed 2026-10-26
Guardian Financial Partners, LLC
DECREASED
Shares136,377 from 139,326
Change-2,949 (-2%)
Value$7.3M (-$20.6K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED
Shares135,057 from 134,454
Change+603 (+0%)
Value$7.3M (+$165.5K)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
DECREASED
Shares134,035 from 134,489
Change-454 (0%)
Value$7.2M (+$108.7K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares133,604 from 134,724
Change-1,120 (-1%)
Value$7.2M (+$73.2K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares129,638 from 120,796
Change+8,842 (+7%)
Value$7.0M (+$649.9K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares129,489
Change+129,489
Value$7.0M
Filed 2026-10-07
Waterfront Wealth Inc.
INCREASED
Shares129,363 from 123,091
Change+6,272 (+5%)
Value$7.0M (+$455.9K)
Filed 2026-11-03
Oath Planning, LLC
INCREASED
Shares128,592 from 108,997
Change+19,595 (+18%)
Value$6.9M (+$1.2M)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares126,836 from 82,547
Change+44,289 (+54%)
Value$6.8M (+$2.5M)
Filed 2026-10-07
Ifrah Financial Services, Inc.
DECREASED
Shares126,318 from 129,921
Change-3,603 (-3%)
Value$6.8M (-$65.0K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares125,966 from 147,277
Change-21,311 (-14%)
Value$6.8M (-$999.7K)
Filed 2026-11-05
Auxano Advisors, LLC
INCREASED
Shares125,576 from 73,848
Change+51,728 (+70%)
Value$6.7M (+$2.9M)
Filed 2026-11-06
Asio Capital, LLC
INCREASED
Shares123,416 from 115,232
Change+8,184 (+7%)
Value$6.6M (+$554.0K)
Filed 2026-10-19
Compass Financial Group, Inc
INCREASED
Shares120,039 from 30,646
Change+89,393 (+292%)
Value$6.5M (+$4.8M)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
INCREASED
Shares113,507 from 107,344
Change+6,163 (+6%)
Value$6.1M (+$437.5K)
Filed 2026-11-02
Ballast Financial Advisors LLC
DECREASED
Shares110,836 from 115,801
Change-4,965 (-4%)
Value$6.0M (-$152.2K)
Filed 2026-10-26
Alhambra Investment Management LLC
INCREASED
Shares109,160 from 106,271
Change+2,889 (+3%)
Value$5.9M (+$260.5K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares107,432 from 113,855
Change-6,423 (-6%)
Value$5.8M (-$232.1K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
NEW
Shares107,338
Change+107,338
Value$5.8M
Filed 2026-10-19
Kaizen Financial Strategies
INCREASED
Shares104,504 from 69,451
Change+35,053 (+50%)
Value$5.6M (+$2.0M)
Filed 2026-10-09
Cooke Wealth Management, LLC
DECREASED
Shares103,898 from 105,037
Change-1,139 (-1%)
Value$5.6M (+$42.8K)
Filed 2026-10-13
Dahring | Cusmano LLC
INCREASED
Shares99,938 from 54,380
Change+45,558 (+84%)
Value$5.4M (+$2.5M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares98,510 from 85,909
Change+12,601 (+15%)
Value$5.3M (+$762.4K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares97,904 from 66,474
Change+31,430 (+47%)
Value$5.3M (+$1.8M)
Filed 2026-11-06
IFC & Insurance Marketing, Inc.
INCREASED
Shares96,643 from 93,214
Change+3,429 (+4%)
Value$5.2M (+$280.3K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares96,468 from 92,863
Change+3,605 (+4%)
Value$5.2M (+$285.7K)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares93,117 from 96,223
Change-3,106 (-3%)
Value$5.0M (-$71.7K)
Filed 2026-11-06
Cornerstone Wealth, LLC
INCREASED
Shares92,789 from 88,142
Change+4,647 (+5%)
Value$5.0M (+$285.6K)
Filed 2026-10-28
First Pacific Financial
DECREASED
Shares91,096 from 91,639
Change-543 (-1%)
Value$4.9M (+$61.5K)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares90,709 from 84,832
Change+5,877 (+7%)
Value$4.9M (+$399.8K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares90,276 from 87,069
Change+3,207 (+4%)
Value$4.9M (+$258.6K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares88,577 from 102,873
Change-14,296 (-14%)
Value$4.8M (-$272.6K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares87,085 from 179,312
Change-92,227 (-51%)
Value$4.7M (-$4.8M)
Filed 2026-10-19
Lunt Capital Management, Inc.
INCREASED
Shares85,007 from 83,698
Change+1,309 (+2%)
Value$4.6M (+$153.2K)
Filed 2026-10-30
Everest Financial Group LLC
INCREASED
Shares84,717 from 54,013
Change+30,704 (+57%)
Value$4.6M (+$1.7M)
Filed 2026-11-06
BFI Wealth Solutions, LLC
INCREASED
Shares83,810 from 82,356
Change+1,454 (+2%)
Value$4.5M (+$159.7K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares82,916 from 10,862
Change+72,054 (+663%)
Value$4.5M (+$3.9M)
Filed 2026-11-06
Princeton Global Asset Management LLC
INCREASED
Shares79,082 from 79,064
Change+18 (+0%)
Value$4.3M (+$79.2K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares78,674 from 56,505
Change+22,169 (+39%)
Value$4.2M (+$1.2M)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares78,508 from 76,471
Change+2,037 (+3%)
Value$4.3M (+$215.8K)
Filed 2026-11-03
Lakewood Asset Management LLC
INCREASED
Shares77,028 from 73,369
Change+3,659 (+5%)
Value$4.1M (+$269.3K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares75,177 from 64,885
Change+10,292 (+16%)
Value$4.0M (+$617.4K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares75,109 from 72,886
Change+2,223 (+3%)
Value$4.0M (+$117.3K)
Filed 2026-11-06
Copper Harbor Investment Advisors, LLC
INCREASED
Shares73,880 from 73,262
Change+618 (+1%)
Value$4.0M (+$105.8K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
INCREASED
Shares73,308 from 73,119
Change+189 (+0%)
Value$3.9M (+$82.5K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares72,231 from 70,425
Change+1,806 (+3%)
Value$3.9M (+$166.8K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares71,699 from 62,576
Change+9,123 (+15%)
Value$3.9M (+$552.3K)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares70,934 from 68,732
Change+2,202 (+3%)
Value$3.8M (+$186.4K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares70,600 from 70,505
Change+95 (+0%)
Value$3.8M (+$74.9K)
Filed 2026-10-14
Centurion Wealth Management LLC
INCREASED
Shares69,677 from 63,285
Change+6,392 (+10%)
Value$3.7M (+$406.2K)
Filed 2026-10-13
Rossby Financial, LCC
DECREASED
Shares68,968 from 77,089
Change-8,121 (-11%)
Value$3.7M (-$360.2K)
Filed 2026-11-05
Cathy Pareto & Associates, Inc
INCREASED
Shares68,496 from 59,325
Change+9,171 (+15%)
Value$3.7M (+$551.9K)
Filed 2026-10-15
Novem Group
DECREASED
Shares67,368 from 76,828
Change-9,460 (-12%)
Value$3.6M (-$432.4K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares66,697 from 37,791
Change+28,906 (+76%)
Value$3.6M (+$1.6M)
Filed 2026-11-04
Heritage Wealth Management, Inc.
INCREASED
Shares65,979 from 54,177
Change+11,802 (+22%)
Value$3.5M (+$688.0K)
Filed 2026-10-28
Basso Capital Management, L.P.
INCREASED
Shares65,029 from 57,114
Change+7,915 (+14%)
Value$3.5M (+$482.0K)
Filed 2026-10-30
Catalyst Investment Management LLC
INCREASED
Shares64,081 from 6,526
Change+57,555 (+882%)
Value$3.4M (+$3.1M)
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares63,664 from 59,975
Change+3,689 (+6%)
Value$3.4M (+$237.3K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares63,583 from 16,006
Change+47,577 (+297%)
Value$3.4M (+$2.6M)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares62,942 from 63,200
Change-258 (0%)
Value$3.4M (+$48.7K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares62,674 from 58,763
Change+3,911 (+7%)
Value$3.4M (+$268.4K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
INCREASED
Shares62,462 from 33,587
Change+28,875 (+86%)
Value$3.4M (+$1.6M)
Filed 2026-10-14
Salem Investment Counselors Inc
DECREASED
Shares62,141 from 62,482
Change-341 (-1%)
Value$3.3M (+$43.5K)
Filed 2026-10-13
Carrera Capital Advisors
DECREASED
Shares61,873 from 61,949
Change-76 (0%)
Value$3.3M (+$57.3K)
Filed 2026-11-03
LongView Wealth Management
INCREASED
Shares61,591 from 55,584
Change+6,007 (+11%)
Value$3.3M (+$377.9K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares60,520 from 57,755
Change+2,765 (+5%)
Value$3.3M (+$205.8K)
Filed 2026-10-20
HBK Sorce Advisory LLC
DECREASED
Shares55,380 from 59,316
Change-3,936 (-7%)
Value$2.9M (-$290.9K)
Filed 2026-11-06
Whipplewood Advisors, LLC
INCREASED
Shares55,128 from 50,512
Change+4,616 (+9%)
Value$3.0M (+$298.1K)
Filed 2026-10-20
Cutler Investment Counsel LLC
DECREASED
Shares54,641 from 58,028
Change-3,387 (-6%)
Value$2.9M (-$124.6K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares54,404 from 53,186
Change+1,218 (+2%)
Value$2.9M (+$118.1K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares50,439 from 50,786
Change-347 (-1%)
Value$2.7M (+$31.6K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares50,414 from 50,385
Change+29 (+0%)
Value$2.7M (+$51.4K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares49,471 from 54,787
Change-5,316 (-10%)
Value$2.7M (-$304.9K)
Filed 2026-10-26
MBA Advisors LLC
NEW
Shares48,458
Change+48,458
Value$2.6M
Filed 2026-10-29
Tempus Wealth Planning, LLC
DECREASED
Shares48,013 from 56,495
Change-8,482 (-15%)
Value$2.6M (-$400.0K)
Filed 2026-10-14
Essential Investment Partners LLC
INCREASED
Shares47,083 from 39,476
Change+7,607 (+19%)
Value$2.5M (+$448.0K)
Filed 2026-10-27
Haven Private, LLC
DECREASED
Shares46,496 from 47,776
Change-1,280 (-3%)
Value$2.5M (-$21.5K)
Filed 2026-10-27
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares45,739 from 33,023
Change+12,716 (+39%)
Value$2.5M (+$716.2K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
DECREASED
Shares44,994 from 46,656
Change-1,662 (-4%)
Value$2.4M (-$43.1K)
Filed 2026-10-23
Family Legacy, Inc.
DECREASED
Shares44,737 from 45,906
Change-1,169 (-3%)
Value$2.4M (-$17.4K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares42,263 from 52,923
Change-10,660 (-20%)
Value$2.3M (-$520.6K)
Filed 2026-10-29
RF&L Wealth Management, LLC
DECREASED
Shares41,805 from 42,205
Change-400 (-1%)
Value$2.2M (+$20.3K)
Filed 2026-10-20
Arista Wealth Management, LLC
DECREASED
Shares41,575 from 44,691
Change-3,116 (-7%)
Value$2.2M (-$123.3K)
Filed 2026-10-29
Dupree Financial Group, LLC
INCREASED
Shares41,130 from 39,048
Change+2,082 (+5%)
Value$2.2M (+$150.6K)
Filed 2026-10-09
Stage Harbor Financial, LLC
UNCHANGED
Shares40,732 from 40,732
Change0 (0%)
Value$2.2M (+$40.3K)
Filed 2026-11-03
Argos Wealth Advisors, LLC
DECREASED
Shares39,307 from 43,913
Change-4,606 (-10%)
Value$2.1M (-$204.1K)
Filed 2026-11-02
Patten Group, Inc.
INCREASED
Shares38,977 from 33,325
Change+5,652 (+17%)
Value$2.1M (+$336.8K)
Filed 2026-10-26
Bokf, NA
INCREASED
Shares38,883 from 30,026
Change+8,857 (+30%)
Value$2.1M (+$505.8K)
Filed 2026-10-27
Directional Asset Management
DECREASED
Shares37,704 from 38,181
Change-477 (-1%)
Value$2.0M (+$12.2K)
Filed 2026-10-22
Cidel Asset Management Inc
UNCHANGED
Shares36,535 from 36,535
Change0 (0%)
Value$2.0M (+$36.2K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares36,195 from 32,890
Change+3,305 (+10%)
Value$1.9M (+$210.2K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares35,846 from 29,192
Change+6,654 (+23%)
Value$1.9M (+$386.6K)
Filed 2026-10-13
Warner Financial, Inc
DECREASED
Shares35,280 from 35,399
Change-119 (0%)
Value$1.9M (+$28.7K)
Filed 2026-11-06
McGrath & Associates, Inc.
DECREASED
Shares35,133 from 37,480
Change-2,347 (-6%)
Value$1.9M (-$89.1K)
Filed 2026-10-27
Mayfair Advisory Group, LLC
INCREASED
Shares33,669 from 32,639
Change+1,030 (+3%)
Value$1.8M (+$81.8K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED
Shares33,383 from 47,472
Change-14,089 (-30%)
Value$1.8M (-$710.3K)
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares33,091 from 33,091
Change0 (0%)
Value$1.8M (+$32.8K)
Filed 2026-11-04
Northwest Wealth Management, LLC
DECREASED
Shares32,564 from 32,797
Change-233 (-1%)
Value$1.8M (+$19.9K)
Filed 2026-10-30
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares32,276 from 23,677
Change+8,599 (+36%)
Value$1.7M (+$485.7K)
Filed 2026-10-08
Eagle Strategies LLC
INCREASED
Shares31,418 from 28,591
Change+2,827 (+10%)
Value$1.7M (+$180.3K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares30,383 from 16,931
Change+13,452 (+79%)
Value$1.6M (+$739.8K)
Filed 2026-10-30
Omni 360 Wealth, Inc.
INCREASED
Shares29,836 from 29,036
Change+800 (+3%)
Value$1.6M (+$71.7K)
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares29,700 from 29,700
Change0 (0%)
Value$1.6M (+$29.4K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares28,820 from 21,639
Change+7,181 (+33%)
Value$1.5M (+$407.4K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares28,796 from 29,484
Change-688 (-2%)
Value$1.5M (-$7.8K)
Filed 2026-10-07
City Center Advisors, LLC
INCREASED
Shares28,570 from 27,360
Change+1,210 (+4%)
Value$1.5M (+$92.1K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares28,529 from 31,250
Change-2,721 (-9%)
Value$1.5M (-$115.4K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares28,348 from 18,474
Change+9,874 (+53%)
Value$1.5M (+$548.9K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares28,225 from 28,403
Change-178 (-1%)
Value$1.5M (+$18.6K)
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares28,187 from 20,286
Change+7,901 (+39%)
Value$1.5M (+$444.8K)
Filed 2026-10-07
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares28,136 from 28,136
Change0 (0%)
Value$1.5M (+$27.9K)
Filed 2026-10-22
Archvest Wealth Advisors, Inc.
DECREASED
Shares27,556 from 27,789
Change-233 (-1%)
Value$1.5M (+$15.0K)
Filed 2026-10-29
Advus Financial Partners, LLC
UNCHANGED
Shares27,347 from 27,347
Change0 (0%)
Value$1.5M (+$27.1K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares27,259 from 18,247
Change+9,012 (+49%)
Value$1.5M (+$502.4K)
Filed 2026-11-05
Lutz Financial Services LLC
DECREASED
Shares27,205 from 31,486
Change-4,281 (-14%)
Value$1.5M (-$198.9K)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares27,072 from 27,753
Change-681 (-2%)
Value$1.5M (-$9.1K)
Filed 2026-10-16
Archford Capital Strategies, LLC
DECREASED
Shares26,504 from 27,273
Change-769 (-3%)
Value$1.4M (-$14.3K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED
Shares26,457 from 26,688
Change-231 (-1%)
Value$1.4M (+$14.0K)
Filed 2026-11-02
Bulwark Capital Corp
INCREASED
Shares26,250 from 18,724
Change+7,526 (+40%)
Value$1.4M (+$423.1K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares25,561
Change+25,561
Value$1.4M
Filed 2026-11-04
Integrated Advisors Network LLC
INCREASED
Shares25,125 from 24,719
Change+406 (+2%)
Value$1.4M (+$46.3K)
Filed 2026-10-20
Cushing Capital Partners, LLC
NEW
Shares25,010
Change+25,010
Value$1.3M
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED
Shares24,794 from 25,092
Change-298 (-1%)
Value$1.3M (+$8.8K)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares24,765 from 22,014
Change+2,751 (+13%)
Value$1.3M (+$169.7K)
Filed 2026-10-22
Arwa LLC
INCREASED
Shares24,749 from 23,042
Change+1,707 (+7%)
Value$1.3M (+$112.4K)
Filed 2026-10-21
Wealth Advisory Team LLC
UNCHANGED
Shares24,510 from 24,510
Change0 (0%)
Value$1.3M (+$24.3K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares24,324 from 24,218
Change+106 (+0%)
Value$1.3M (+$29.7K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares24,254 from 18,401
Change+5,853 (+32%)
Value$1.3M (+$332.8K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares24,230 from 24,230
Change0 (0%)
Value$1.3M (+$24.0K)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares23,567 from 17,960
Change+5,607 (+31%)
Value$1.3M (+$319.1K)
Filed 2026-10-15
Simplicity Wealth,LLC
DECREASED
Shares23,417 from 40,439
Change-17,022 (-42%)
Value$1.3M (-$874.9K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares22,894 from 22,495
Change+399 (+2%)
Value$1.2M (+$43.7K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares22,614 from 12,643
Change+9,971 (+79%)
Value$1.2M (+$535.6K)
Filed 2026-10-09
Balentine LLC
UNCHANGED
Shares22,589 from 22,589
Change0 (0%)
Value$1.2M (+$22.4K)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares22,377 from 21,414
Change+963 (+5%)
Value$1.2M (+$73.0K)
Filed 2026-10-27
Eagle Capital Management, LLC
NEW
Shares22,265
Change+22,265
Value$1.2K
Filed 2026-10-19
Maseco LLP
UNCHANGED
Shares22,153 from 22,153
Change0 (0%)
Value$1.2M (+$22.4K)
Filed 2026-10-27
Evanson Financial, LLC
UNCHANGED
Shares22,082 from 22,082
Change0 (0%)
Value$1.2M (+$21.9K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares21,859 from 20,076
Change+1,783 (+9%)
Value$1.2M (+$115.7K)
Filed 2026-10-28
Whitener Capital Management, Inc.
INCREASED
Shares21,234 from 21,049
Change+185 (+1%)
Value$1.1M (+$30.8K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares20,760 from 13,242
Change+7,518 (+57%)
Value$1.1M (+$417.2K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares20,391 from 20,391
Change0 (0%)
Value$1.1M (+$20.2K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares20,131 from 20,154
Change-23 (0%)
Value$1.1M (+$18.7K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares20,037 from 17,110
Change+2,927 (+17%)
Value$1.1M (+$174.3K)
Filed 2026-10-22
Riverchase Wealth Management, LLC
DECREASED
Shares19,318 from 19,818
Change-500 (-3%)
Value$1.0M (-$7.3K)
Filed 2026-10-28
Everhart Financial Group, Inc.
DECREASED
Shares19,081 from 19,139
Change-58 (0%)
Value$1.0M (+$15.8K)
Filed 2026-10-08
CPC Advisors, LLC
DECREASED
Shares19,061 from 19,410
Change-349 (-2%)
Value$1.0M (+$457)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares18,764 from 68,750
Change-49,986 (-73%)
Value$1.0M (-$2.6M)
Filed 2026-10-15
First County Bank
UNCHANGED
Shares18,452 from 18,452
Change0 (0%)
Value$991.8K (+$18.3K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares18,131 from 18,215
Change-84 (0%)
Value$974.5K (+$13.5K)
Filed 2026-10-19
Diversified Portfolios, Inc.
UNCHANGED
Shares18,116 from 18,116
Change0 (0%)
Value$973.7K (+$17.9K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares17,723 from 10,769
Change+6,954 (+65%)
Value$952.6K (+$384.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares17,617 from 11,540
Change+6,077 (+53%)
Value$946.9K (+$338.1K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED
Shares17,426 from 16,409
Change+1,017 (+6%)
Value$936.6K (+$70.9K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares17,331 from 12,914
Change+4,417 (+34%)
Value$931.5K (+$250.2K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares17,170 from 15,360
Change+1,810 (+12%)
Value$922.9K (+$112.5K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares17,106 from 16,992
Change+114 (+1%)
Value$914.1K (+$17.6K)
Filed 2026-10-15
Kings Path Partners LLC
DECREASED
Shares17,083 from 17,200
Change-117 (-1%)
Value$918.2K (+$10.7K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares16,962 from 17,332
Change-370 (-2%)
Value$913.0K (-$1.5K)
Filed 2026-10-20
Monetary Solutions, Ltd
INCREASED
Shares16,907 from 12,659
Change+4,248 (+34%)
Value$908.8K (+$240.9K)
Filed 2026-10-22
Ceera Investments, LLC
DECREASED
Shares16,865 from 27,520
Change-10,655 (-39%)
Value$906.5K (-$545.5K)
Filed 2026-11-02
Triangle Securities Wealth Management
INCREASED
Shares16,814 from 16,273
Change+541 (+3%)
Value$903.7K (+$45.2K)
Filed 2026-10-14
Appleton Partners Inc
INCREASED
Shares16,422 from 15,601
Change+821 (+5%)
Value$883 (-$822.1K)
Filed 2026-10-30
Stone Summit Wealth LLC
DECREASED
Shares16,224 from 16,455
Change-231 (-1%)
Value$872.0K (+$3.9K)
Filed 2026-10-14
Pacific Park Financial, Inc.
INCREASED
Shares16,187 from 16,130
Change+57 (+0%)
Value$870.1K (+$19.0K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
INCREASED
Shares16,006 from 15,218
Change+788 (+5%)
Value$860.3K (+$57.4K)
Filed 2026-10-13
BOS Asset Management, LLC
INCREASED
Shares15,922 from 14,347
Change+1,575 (+11%)
Value$855.8K (+$98.9K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
UNCHANGED
Shares15,701 from 15,701
Change0 (0%)
Value$844.0K (+$15.5K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares15,408 from 15,408
Change0 (0%)
Value$828.2K (+$15.3K)
Filed 2026-10-27
Verus Capital Partners, LLC
NEW
Shares15,287
Change+15,287
Value$821.7K
Filed 2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED
Shares15,245 from 15,245
Change0 (0%)
Value$819.4K (+$15.1K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares15,002 from 15,106
Change-104 (-1%)
Value$806.4K (+$9.4K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares14,968 from 14,968
Change0 (0%)
Value$804.5K (+$14.8K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares14,817 from 14,817
Change0 (0%)
Value$796.4K (+$14.7K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares14,678 from 14,014
Change+664 (+5%)
Value$788.9K (+$49.6K)
Filed 2026-11-03
Red Mountain Financial, LLC
INCREASED
Shares14,453 from 14,079
Change+374 (+3%)
Value$776.9K (+$34.1K)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
DECREASED
Shares14,311 from 14,601
Change-290 (-2%)
Value$769.2K (-$1.1K)
Filed 2026-11-05
G2 Capital Management, LLC / OH
UNCHANGED
Shares14,298 from 14,298
Change0 (0%)
Value$768.5K (+$14.2K)
Filed 2026-10-23
Fisher Asset Management, LLC
INCREASED
Shares14,151 from 5,596
Change+8,555 (+153%)
Value$760.7K (+$465.4K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares14,010 from 13,738
Change+272 (+2%)
Value$753.1K (+$28.2K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,929 from 12,978
Change+951 (+7%)
Value$748.7K (+$64.0K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares13,887 from 13,887
Change0 (0%)
Value$746.4K (+$13.7K)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares13,720 from 13,720
Change0 (0%)
Value$737.4K (+$13.6K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares13,455 from 13,455
Change0 (0%)
Value$723.2K (+$13.3K)
Filed 2026-10-14
Victory Financial Group, LLC
DECREASED
Shares13,429 from 13,730
Change-301 (-2%)
Value$721.8K (-$2.6K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares13,392 from 11,820
Change+1,572 (+13%)
Value$719.8K (+$96.2K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares13,253 from 15,342
Change-2,089 (-14%)
Value$712.3K (-$97.1K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
UNCHANGED
Shares13,250 from 13,250
Change0 (0%)
Value$712.2K (+$13.1K)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares13,222 from 4,500
Change+8,722 (+194%)
Value$710.7K (+$473.3K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares13,183 from 13,461
Change-278 (-2%)
Value$708.6K (-$1.6K)
Filed 2026-11-03
Absolute Capital Management, LLC
NEW
Shares13,141
Change+13,141
Value$706.3K
Filed 2026-10-16
Shepherd Financial Partners LLC
NEW
Shares13,084
Change+13,084
Value$703.3K
Filed 2026-11-03
Partners Wealth Management, LLC
INCREASED
Shares12,752 from 9,990
Change+2,762 (+28%)
Value$685.4K (+$158.4K)
Filed 2026-10-28
Asset One Wealth Management LLC
NEW
Shares12,624
Change+12,624
Value$678.5K
Filed 2026-11-02
Skyline Advisors, Inc.
DECREASED
Shares12,521 from 15,491
Change-2,970 (-19%)
Value$673.0K (-$144.3K)
Filed 2026-11-03
Ehrlich Financial Group
INCREASED
Shares12,514 from 11,527
Change+987 (+9%)
Value$672.6K (+$64.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares12,494 from 12,665
Change-171 (-1%)
Value$671.5K (+$3.3K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares12,474 from 12,817
Change-343 (-3%)
Value$670.5K (-$5.7K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares12,407 from 13,075
Change-668 (-5%)
Value$666.9K (-$22.9K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
DECREASED
Shares12,279 from 12,388
Change-109 (-1%)
Value$660.1K (+$6.4K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
INCREASED
Shares12,256 from 4,488
Change+7,768 (+173%)
Value$658.7K (+$422.0K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares12,222 from 11,995
Change+227 (+2%)
Value$657.0K (+$24.1K)
Filed 2026-10-21
Values Added Financial LLC
UNCHANGED
Shares12,201 from 12,201
Change0 (0%)
Value$655.8K (+$12.1K)
Filed 2026-10-28
Carnegie Investment Counsel
NEW
Shares11,885
Change+11,885
Value$638.8K
Filed 2026-10-20
James Investment Research, Inc.
INCREASED
Shares11,810 from 11,371
Change+439 (+4%)
Value$634.8K (+$34.9K)
Filed 2026-10-22
Accredited Investors Inc.
UNCHANGED
Shares11,550 from 11,550
Change0 (0%)
Value$620.8K (+$11.4K)
Filed 2026-11-03
Crew Capital Management, Ltd
NEW
Shares11,464
Change+11,464
Value$616.2K
Filed 2026-10-28
Aviance Capital Partners, LLC
UNCHANGED
Shares11,370 from 11,370
Change0 (0%)
Value$611.1K (+$11.3K)
Filed 2026-10-29
SigFig Wealth Management, LLC
INCREASED
Shares11,214 from 10,591
Change+623 (+6%)
Value$602.8K (+$45.7K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
INCREASED
Shares11,130 from 9,307
Change+1,823 (+20%)
Value$597.4K (+$104.7K)
Filed 2026-10-27
Curtis Advisory Group, LLC
DECREASED
Shares10,954 from 57,335
Change-46,381 (-81%)
Value$588.8K (-$2.4M)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares10,904 from 10,784
Change+120 (+1%)
Value$586.1K (+$17.1K)
Filed 2026-10-23
Security Financial Services, Inc.
DECREASED
Shares10,898 from 11,765
Change-867 (-7%)
Value$585.8K (-$34.9K)
Filed 2026-10-29
D'Orazio & Associates, Inc.
INCREASED
Shares10,810 from 10,782
Change+28 (+0%)
Value$581.0K (+$12.2K)
Filed 2026-11-04
Avantra Family Wealth, Inc.
DECREASED
Shares10,725 from 11,188
Change-463 (-4%)
Value$576.5K (-$13.8K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares10,711 from 13,398
Change-2,687 (-20%)
Value$575.7K (-$131.2K)
Filed 2026-10-26
Evolution Advisers, Inc.
INCREASED
Shares10,694 from 9,453
Change+1,241 (+13%)
Value$571.5K (+$73.5K)
Filed 2026-11-06
Private Wealth Management Group, LLC
DECREASED
Shares10,669 from 10,771
Change-102 (-1%)
Value$573.5K (+$5.2K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares10,632 from 8,211
Change+2,421 (+29%)
Value$568.0K (+$132.9K)
Filed 2026-10-08
DDD Partners, LLC
DECREASED
Shares10,517 from 11,076
Change-559 (-5%)
Value$565.3K (-$19.1K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
INCREASED
Shares10,412 from 9,849
Change+563 (+6%)
Value$559.6K (+$40.0K)
Filed 2026-10-26
Davidson Kahn Capital Management, LLC
DECREASED
Shares10,303 from 12,052
Change-1,749 (-15%)
Value$553.8K (-$82.1K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares10,232 from 11,121
Change-889 (-8%)
Value$550.0K (-$36.8K)
Filed 2026-10-21
BXM Wealth LLC
INCREASED
Shares10,208 from 7,041
Change+3,167 (+45%)
Value$548.7K (+$177.2K)
Filed 2026-11-03
Linscomb Wealth, Inc.
UNCHANGED
Shares9,964 from 9,964
Change0 (0%)
Value$535.6K (+$9.9K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares9,836 from 8,551
Change+1,285 (+15%)
Value$528.7K (+$77.5K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares9,691 from 5,657
Change+4,034 (+71%)
Value$520.9K (+$222.4K)
Filed 2026-10-16
Diversified Management Inc
UNCHANGED
Shares9,578 from 9,578
Change0 (0%)
Value$514.8K (+$9.5K)
Filed 2026-10-08
Ballast, Inc.
INCREASED
Shares9,572 from 9,500
Change+72 (+1%)
Value$514.5K (+$13.3K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares9,437 from 8,816
Change+621 (+7%)
Value$507.2K (+$42.1K)
Filed 2026-10-26
Visionary Wealth Advisors
INCREASED
Shares9,385 from 8,921
Change+464 (+5%)
Value$504.4K (+$33.7K)
Filed 2026-11-04
Frankly Finances, LLC
UNCHANGED
Shares9,214 from 9,214
Change0 (0%)
Value$495.3K (+$9.1K)
Filed 2026-10-28
Werba Rubin Papier Wealth Management
UNCHANGED
Shares9,196 from 9,196
Change0 (0%)
Value$494.3K (+$9.1K)
Filed 2026-11-06
KCM Investment Advisors LLC
UNCHANGED
Shares9,184 from 9,184
Change0 (0%)
Value$493.6K (+$9.1K)
Filed 2026-10-27
Selective Wealth Management, Inc.
UNCHANGED
Shares9,088 from 9,088
Change0 (0%)
Value$488.3K (+$9.0K)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares9,069 from 7,244
Change+1,825 (+25%)
Value$487.5K (+$105.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
INCREASED
Shares8,861 from 8,813
Change+48 (+1%)
Value$477.6K (+$15.7K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares8,723 from 8,723
Change0 (0%)
Value$460.2K ($0)
Filed 2026-10-06
GK Wealth Management LLC
DECREASED
Shares8,481 from 8,666
Change-185 (-2%)
Value$455.9K (-$1.4K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED
Shares8,466 from 8,466
Change0 (0%)
Value$459.2K (+$12.5K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares8,406 from 7,832
Change+574 (+7%)
Value$451.8K (+$38.6K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares8,331 from 9,073
Change-742 (-8%)
Value$448.0K (-$30.7K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares8,257 from 9,949
Change-1,692 (-17%)
Value$443.8K (-$81.1K)
Filed 2026-11-03
Valmark Advisers, Inc.
INCREASED
Shares8,167 from 7,961
Change+206 (+3%)
Value$439.0K (+$19.0K)
Filed 2026-11-06
Global Assets Advisory, LLC
INCREASED
Shares8,041 from 8,008
Change+33 (+0%)
Value$433.4K (+$15.3K)
Filed 2026-10-28
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares7,866 from 7,866
Change0 (0%)
Value$422.8K (+$7.8K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares7,741 from 7,521
Change+220 (+3%)
Value$416.1K (+$19.3K)
Filed 2026-10-23
Plan A Wealth LLC
INCREASED
Shares7,719 from 7,709
Change+10 (+0%)
Value$414.9K (+$8.2K)
Filed 2026-10-08
Clark Asset Management, LLC
UNCHANGED
Shares7,631 from 7,631
Change0 (0%)
Value$410.2K (+$7.6K)
Filed 2026-10-19
MBE Wealth Management, LLC
INCREASED
Shares7,505 from 6,478
Change+1,027 (+16%)
Value$403.4K (+$61.6K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED
Shares7,482 from 6,647
Change+835 (+13%)
Value$402.2K (+$51.5K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED
Shares7,419 from 7,449
Change-30 (0%)
Value$398.8K (+$5.8K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
INCREASED
Shares7,386 from 6,078
Change+1,308 (+22%)
Value$397.0K (+$76.3K)
Filed 2026-10-21
Noesis Capital Mangement Corp
DECREASED
Shares7,217 from 7,343
Change-126 (-2%)
Value$387.9K (+$497)
Filed 2026-10-26
Tactive Advisors, LLC
INCREASED
Shares7,180 from 7,120
Change+60 (+1%)
Value$385.9K (+$10.3K)
Filed 2026-10-08
Crescent Sterling, Ltd.
DECREASED
Shares7,173 from 7,498
Change-325 (-4%)
Value$385.5K (-$10.0K)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares7,163 from 7,327
Change-164 (-2%)
Value$385.0K (-$1.6K)
Filed 2026-10-26
4Wealth Advisors, Inc.
NEW
Shares7,137
Change+7,137
Value$386.4K
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares7,072 from 5,950
Change+1,122 (+19%)
Value$380.1K (+$66.2K)
Filed 2026-10-28
Condor Capital Management
DECREASED
Shares6,992 from 6,996
Change-4 (0%)
Value$375.8K (+$6.7K)
Filed 2026-11-06
Seven Mile Advisory
UNCHANGED
Shares6,980 from 6,980
Change0 (0%)
Value$375.2K (+$6.9K)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares6,966 from 6,966
Change0 (0%)
Value$374.4K (+$6.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares6,891 from 8,564
Change-1,673 (-20%)
Value$367.5K (-$80.2K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares6,854 from 6,676
Change+178 (+3%)
Value$368.4K (+$16.2K)
Filed 2026-11-05
ADE, LLC
INCREASED
Shares6,853 from 6,724
Change+129 (+2%)
Value$368.3K (+$13.6K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares6,803 from 7,122
Change-319 (-4%)
Value$365.7K (-$10.1K)
Filed 2026-11-05
Bell Bank
DECREASED
Shares6,760 from 6,940
Change-180 (-3%)
Value$363.4K (-$2.8K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares6,733 from 6,457
Change+276 (+4%)
Value$361.9K (+$21.3K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares6,730 from 5,845
Change+885 (+15%)
Value$361.7K (+$53.4K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED
Shares6,703 from 9,497
Change-2,794 (-29%)
Value$360.3K (-$140.8K)
Filed 2026-10-05
MidAtlantic Capital Management, Inc.
DECREASED
Shares6,666 from 7,069
Change-403 (-6%)
Value$358.3K (-$14.7K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares6,630 from 22,658
Change-16,028 (-71%)
Value$356.4K (-$839.1K)
Filed 2026-10-16
Opus Financial Solutions LLC
DECREASED
Shares6,588 from 6,706
Change-118 (-2%)
Value$354.1K (+$296)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,547 from 4,988
Change+1,559 (+31%)
Value$351.9K (+$89.5K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$349.4K (+$6.4K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
UNCHANGED
Shares6,492 from 6,492
Change0 (0%)
Value$349.0K (+$6.4K)
Filed 2026-10-21
Patten & Patten Inc
INCREASED
Shares6,490 from 5,208
Change+1,282 (+25%)
Value$348.9K (+$74.1K)
Filed 2026-10-26
6th Street Advisors, LLC
UNCHANGED
Shares6,336 from 6,336
Change0 (0%)
Value$340.6K (+$6.3K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares6,280 from 8,116
Change-1,836 (-23%)
Value$337.6K (-$90.7K)
Filed 2026-10-30
Gradient Investments LLC
INCREASED
Shares6,279 from 6,178
Change+101 (+2%)
Value$337.5K (+$11.5K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares6,257 from 6,257
Change0 (0%)
Value$336.3K (+$6.2K)
Filed 2026-10-15
Manuka Financial, LLC
UNCHANGED
Shares6,214 from 6,214
Change0 (0%)
Value$334.0K (+$6.2K)
Filed 2026-10-16
Tortoise Investment Management, LLC
UNCHANGED
Shares6,196 from 6,196
Change0 (0%)
Value$333.0K (+$6.1K)
Filed 2026-11-06
Leuthold Group, LLC
INCREASED
Shares6,061 from 5,860
Change+201 (+3%)
Value$325.8K (+$16.6K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares5,957 from 4,323
Change+1,634 (+38%)
Value$320.2K (+$92.1K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,955 from 5,955
Change0 (0%)
Value$320.1K (+$5.9K)
Filed 2026-10-29
Thor Investment Management Inc
NEW
Shares5,903
Change+5,903
Value$317.3K
Filed 2026-10-13
CWA Asset Management Group, LLC
NEW
Shares5,703
Change+5,703
Value$306.5K
Filed 2026-10-19
New England Private Wealth Advisors LLC
UNCHANGED
Shares5,658 from 5,658
Change0 (0%)
Value$304.1K (+$4.6K)
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares5,597 from 1,067
Change+4,530 (+425%)
Value$300.8K (+$244.5K)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares5,590 from 5,590
Change0 (0%)
Value$300.5K (+$5.5K)
Filed 2026-11-03
Channel Wealth LLC
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$293.5K (+$5.4K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,363 from 6,945
Change-1,582 (-23%)
Value$288.3K (-$78.1K)
Filed 2026-10-14
Tenon Financial LLC
UNCHANGED
Shares5,363 from 5,363
Change0 (0%)
Value$288.2K (+$5.3K)
Filed 2026-10-14
Milestone Investment Advisors LLC
UNCHANGED
Shares5,253 from 5,253
Change0 (0%)
Value$282.3K (+$5.2K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares5,206 from 6,884
Change-1,678 (-24%)
Value$279.8K (-$83.3K)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares5,174 from 5,007
Change+167 (+3%)
Value$278.1K (+$13.9K)
Filed 2026-10-14
WealthPLAN Partners, LLC
INCREASED
Shares5,172 from 5,140
Change+32 (+1%)
Value$278.0K (+$6.8K)
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares5,152 from 5,152
Change0 (0%)
Value$276.9K (+$5.1K)
Filed 2026-11-06
Acorn Wealth Advisors, LLC
INCREASED
Shares5,046 from 4,641
Change+405 (+9%)
Value$271.2K (+$26.4K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares5,036 from 6,718
Change-1,682 (-25%)
Value$270.7K (-$83.9K)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
NEW
Shares5,016
Change+5,016
Value$269.6K
Filed 2026-10-22
Univest Financial Corp
UNCHANGED
Shares4,961 from 4,961
Change0 (0%)
Value$266.7K (+$4.9K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares4,894 from 4,651
Change+243 (+5%)
Value$261.4K (+$16.1K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares4,868 from 4,925
Change-57 (-1%)
Value$261.7K (+$1.8K)
Filed 2026-10-21
ATX Financial Planning, LLC
NEW
Shares4,821
Change+4,821
Value$259.1K
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$256.4K (+$4.7K)
Filed 2026-10-02
BetterWealth, LLC
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$254.3K (+$4.7K)
Filed 2026-10-15
HBW Advisory Services LLC
NEW
Shares4,672
Change+4,672
Value$251.1K
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
NEW
Shares4,653
Change+4,653
Value$250.1K
Filed 2026-10-29
Carnegie Lake Advisors LLC
NEW
Shares4,650
Change+4,650
Value$249.9K
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4,646 from 4,646
Change0 (0%)
Value$249.7K (+$4.6K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,640 from 4,045
Change+595 (+15%)
Value$249.4K (+$36.0K)
Filed 2026-10-29
Seed Wealth Management, Inc.
DECREASED
Shares4,600 from 11,530
Change-6,930 (-60%)
Value$247.3K (-$361.1K)
Filed 2026-10-20
Elevation Wealth Management LLC
DECREASED
Shares4,584 from 4,635
Change-51 (-1%)
Value$246.4K (+$1.8K)
Filed 2026-11-02
Claro Advisors Inc.
NEW
Shares4,543
Change+4,543
Value$244.2K
Filed 2026-11-02
Town Capital LLC
INCREASED
Shares4,524 from 4,201
Change+323 (+8%)
Value$243.2K (+$21.5K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares4,494 from 5,060
Change-566 (-11%)
Value$241.5K (-$25.4K)
Filed 2026-11-05
D.A. Davidson & Co.
NEW
Shares4,449
Change+4,449
Value$239.1K
Filed 2026-10-28
Shum Financial Group, Inc.
UNCHANGED
Shares4,448 from 4,448
Change0 (0%)
Value$239.1K (+$4.4K)
Filed 2026-10-13
Index Fund Advisors, Inc.
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$238.9K (+$4.4K)
Filed 2026-11-05
Oakworth Capital, Inc.
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$236.1K (+$5.1K)
Filed 2026-10-26
Andrew Hill Investment Advisors, Inc.
NEW
Shares4,369
Change+4,369
Value$234.8K
Filed 2026-10-22
Wilkins Miller Wealth Management, LLC
DECREASED
Shares4,332 from 4,997
Change-665 (-13%)
Value$232.8K (-$30.8K)
Filed 2026-10-13
Park National Corp
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$230.6K (+$4.2K)
Filed 2026-10-05
Schear Investment Advisers, LLC
NEW
Shares4,238
Change+4,238
Value$227.8K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares4,238 from 4,238
Change0 (0%)
Value$227.8K (+$4.2K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$227.6K (+$4.2K)
Filed 2026-11-03
LMG Wealth Partners, LLC
UNCHANGED
Shares4,225 from 4,225
Change0 (0%)
Value$227.1K (+$4.2K)
Filed 2026-11-05
Abound Wealth Management
DECREASED
Shares4,222 from 4,269
Change-47 (-1%)
Value$227.0K (+$1.7K)
Filed 2026-10-26
Advisor OS, LLC
UNCHANGED
Shares4,221 from 4,221
Change0 (0%)
Value$226.9K (+$4.2K)
Filed 2026-11-03
Rockland Trust Co
NEW
Shares4,177
Change+4,177
Value$224.5K
Filed 2026-10-05
Southern Capital Advisors, LLC
UNCHANGED
Shares4,127 from 4,127
Change0 (0%)
Value$221.8K (+$4.1K)
Filed 2026-10-26
Calamos Wealth Management LLC
UNCHANGED
Shares4,105 from 4,105
Change0 (0%)
Value$220.6K (+$4.1K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
UNCHANGED
Shares4,103 from 4,103
Change0 (0%)
Value$220.6K (+$4.1K)
Filed 2026-10-13
Cullen T Bankers, Inc.
INCREASED
Shares4,072 from 3,621
Change+451 (+12%)
Value$218.9K (+$27.8K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
NEW
Shares4,038
Change+4,038
Value$217.0K
Filed 2026-11-06
5th Street Advisors, LLC
UNCHANGED
Shares3,960 from 3,960
Change0 (0%)
Value$212.9K (+$3.9K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares3,940 from 3,915
Change+25 (+1%)
Value$211.8K (+$5.2K)
Filed 2026-11-02
Range Financial Group LLC
DECREASED
Shares3,938 from 4,241
Change-303 (-7%)
Value$211.7K (-$12.1K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED
Shares3,938 from 3,938
Change0 (0%)
Value$211.6K (+$3.9K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares3,906 from 3,912
Change-6 (0%)
Value$209.9K (+$3.6K)
Filed 2026-10-20
Two West Capital Advisors LLC
NEW
Shares3,852
Change+3,852
Value$208.5K
Filed 2026-10-15
Valeo Financial Advisors, LLC
NEW
Shares3,801
Change+3,801
Value$204.3K
Filed 2026-10-08
RAM Investment Partners, LLC
NEW
Shares3,788
Change+3,788
Value$203.6K
Filed 2026-10-21
Level Wealth Management LLC
NEW
Shares3,777
Change+3,777
Value$203.0K
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,524 from 3,524
Change0 (0%)
Value$189.4K (+$3.5K)
Filed 2026-10-13
Townsend Asset Management Corp
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$178.3K (+$3.3K)
Filed 2026-10-29
Breakwater Investment Management
DECREASED
Shares3,013 from 3,101
Change-88 (-3%)
Value$161.9K (-$1.7K)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares2,988 from 2,988
Change0 (0%)
Value$160.6K (+$3.0K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares2,780 from 5,722
Change-2,942 (-51%)
Value$149.4K (-$152.5K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$145.8K (+$2.7K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$132.3K (+$2.4K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$130.1K (+$2.4K)
Filed 2026-10-26
RMG Wealth Management LLC
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$128.5K (-$3.9K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$120.3K (+$2.2K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,233 from 2,374
Change-141 (-6%)
Value$120.0K (-$5.2K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares2,232
Change+2,232
Value$120.0K
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$118.5K (+$2.2K)
Filed 2026-10-23
UMB Bank, n.a.
DECREASED
Shares2,192 from 2,398
Change-206 (-9%)
Value$117.8K (-$8.7K)
Filed 2026-11-06
Activest Wealth Management
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$112.9K (+$2.1K)
Filed 2026-10-15
Security National Bank
INCREASED
Shares2,097 from 1,036
Change+1,061 (+102%)
Value$112.7K (+$58.1K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$111.5K (+$2.1K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares2,061 from 2,091
Change-30 (-1%)
Value$110.8K (+$471)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,998 from 1,899
Change+99 (+5%)
Value$107.4K (+$7.2K)
Filed 2026-10-30
Burk Holdings LLC
DECREASED
Shares1,975 from 2,047
Change-72 (-4%)
Value$106.2K (-$1.8K)
Filed 2026-11-05
Atwood & Palmer Inc
NEW
Shares1,940
Change+1,940
Value$104.3K
Filed 2026-10-08
Nvwm, LLC
NEW
Shares1,900
Change+1,900
Value$102.1K
Filed 2026-10-14
Nova Financial LLC
NEW
Shares1,862
Change+1,862
Value$100.1K
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$96.3K (+$1.8K)
Filed 2026-10-28
Winch Advisory Services, LLC
UNCHANGED
Shares1,746 from 1,746
Change0 (0%)
Value$93.8K (+$1.7K)
Filed 2026-11-06
Networth Advisors, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$91.4K (+$1.7K)
Filed 2026-11-03
Daytona Street Capital LLC
NEW
Shares1,590
Change+1,590
Value$85.6K
Filed 2026-10-15
Weaver Capital Management LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$84.4K (+$7.6K)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$84.2K (+$1.6K)
Filed 2026-10-27
Fairway Wealth LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$81.2K (+$1.5K)
Filed 2026-10-30
Angeles Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$80.6K (+$1.5K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares1,469 from 1,327
Change+142 (+11%)
Value$79.0K (+$8.9K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$76.1K (+$1.4K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$69.7K (+$1.3K)
Filed 2026-10-20
CKW Financial Group
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$67 (-$65.9K)
Filed 2026-10-29
Hoey Investments, Inc
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$63.5K (+$1.2K)
Filed 2026-10-29
Family Capital Trust Co
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$62.3K (+$1.2K)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$59.6K (+$1.1K)
Filed 2026-10-27
Align Financial, LLC
NEW
Shares1,083
Change+1,083
Value$58.2K
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$57.9K (+$1.1K)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares1,057 from 1,057
Change0 (0%)
Value$56.8K (+$1.0K)
Filed 2026-10-30
American National Bank & Trust
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$56.2K (+$1.0K)
Filed 2026-10-07
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$50.6K (+$932)
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares900
Change+900
Value$48.4K
Filed 2026-10-30
Adirondack Trust Co
DECREASED
Shares878 from 951
Change-73 (-8%)
Value$47.2K (-$3.0K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
DECREASED
Shares824 from 901
Change-77 (-9%)
Value$44.3K (-$3.2K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
INCREASED
Shares824 from 766
Change+58 (+8%)
Value$44.3K (+$3.9K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares811 from 1,257
Change-446 (-35%)
Value$43.6K (-$22.7K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$43.0K (+$792)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$42.2K (+$779)
Filed 2026-10-15
Eukles Asset Management
NEW
Shares765
Change+765
Value$41.1K
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$39.6K (+$728)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$39.0K (+$718)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares713
Change+713
Value$38.3K
Filed 2026-11-02
10Elms LLP
INCREASED
Shares672 from 2
Change+670 (+33500%)
Value$36.1K (+$36.0K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares660 from 572
Change+88 (+15%)
Value$35.5K (+$5.3K)
Filed 2026-11-02
Tompkins Financial Corp
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$34.0K (+$626)
Filed 2026-10-05
Lodestone Wealth Management LLC
INCREASED
Shares608 from 316
Change+292 (+92%)
Value$32.7K (+$16.0K)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$30.7K (+$566)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares558 from 567
Change-9 (-2%)
Value$30.0K (+$78)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$29.9K (+$550)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares552 from 186
Change+366 (+197%)
Value$29.7K (+$19.9K)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$27.4K (+$504)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$26.6K (+$489)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$26.4K (+$785)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$25.9K (+$435)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares458 from 441
Change+17 (+4%)
Value$24.6K (+$1.4K)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares402
Change+402
Value$21.6K
Filed 2026-10-15
West Branch Capital LLC
NEW
Shares394
Change+394
Value$21.2K
Filed 2026-10-20
Gamma Investing LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$21.1K (+$389)
Filed 2026-10-08
Laurel Wealth Advisors LLC
NEW
Shares360
Change+360
Value$19.4K
Filed 2026-10-27
Wagner Wealth Management, LLC
DECREASED
Shares335 from 347
Change-12 (-3%)
Value$18.0K (-$288)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$18.0K (+$331)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares327
Change+327
Value$17.6K
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares324
Change+324
Value$17.4K
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$17.4K (+$320)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$17.3K (+$319)
Filed 2026-10-14
Triumph Capital Management
DECREASED
Shares320 from 347
Change-27 (-8%)
Value$17.2K (-$1.1K)
Filed 2026-10-14
Chilton Capital Management LLC
NEW
Shares314
Change+314
Value$16.9K
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$15.9K (+$292)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares279
Change+279
Value$14.9K
Filed 2026-10-13
Kozak & Associates, Inc.
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$14.1K (+$502)
Filed 2026-10-29
Tower View Wealth Management LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$14.1K (+$259)
Filed 2026-10-23
Avion Wealth
DECREASED
Shares250 from 1,306
Change-1,056 (-81%)
Value$13 (-$55)
Filed 2026-11-04
Peachtree Investment Partners, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$13.1K (+$240)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
NEW
Shares200
Change+200
Value$10.8K
Filed 2026-11-02
Community Financial Services Group, LLC
NEW
Shares200
Change+200
Value$10.7K
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
NEW
Shares178
Change+178
Value$9.6K
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$9.0K (+$166)
Filed 2026-10-29
Noble Wealth Management PBC
INCREASED
Shares135 from 100
Change+35 (+35%)
Value$7.3K (+$2.0K)
Filed 2026-10-01
CX Institutional
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$7 ($0)
Filed 2026-10-02
Trust Co of Vermont
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.9K (+$109)
Filed 2026-10-21
Grove Bank & Trust
NEW
Shares109
Change+109
Value$5.9K
Filed 2026-10-08
McCarley & Cook Financial Planners
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$5.5K (+$101)
Filed 2026-10-21
PFC Capital Group, Inc.
NEW
Shares100
Change+100
Value$5.4K
Filed 2026-11-06
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (+$99)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$5.0K (+$92)
Filed 2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.6K (+$86)
Filed 2026-10-30
RHL Group, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.0K (+$56)
Filed 2026-11-04
Morling Financial Advisors, LLC
NEW
Shares73
Change+73
Value$3.9K
Filed 2026-10-28
Signature Equity Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.3K (+$61)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares60 from 35
Change+25 (+71%)
Value$3.2K (+$1.4K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.1K (+$58)
Filed 2026-10-06
DB Fitzpatrick & Co, Inc
INCREASED
Shares53 from 28
Change+25 (+89%)
Value$2.8K (+$1.4K)
Filed 2026-10-19
IAG Wealth Partners, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.7K (+$50)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (+$50)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares48
Change+48
Value$2.6K
Filed 2026-10-27
Gen-Wealth Partners Inc
NEW
Shares40
Change+40
Value$2.2K
Filed 2026-11-04
3 Factor Indexing, LLC
DECREASED
Shares40 from 55
Change-15 (-27%)
Value$2.2K (-$752)
Filed 2026-10-15
Valued Wealth Advisors LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.0K (+$38)
Filed 2026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.8K (+$34)
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.7K (+$31)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares29 from 396
Change-367 (-93%)
Value$1.6K (-$19.3K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
NEW
Shares24
Change+24
Value$1.3K
Filed 2026-10-29
First Command Advisory Services, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.0K (+$19)
Filed 2026-11-05
Lynx Investment Advisory
CLOSED
Shares0 from 10,399
Change-10,399 (-100%)
Value$0 (-$548.6K)
Filed 2026-10-27
MCF Advisors LLC
CLOSED
Shares0 from 6,893
Change-6,893 (-100%)
Value$0 (-$363.7K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,804
Change-5,804 (-100%)
Value$0 (-$306.2K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 5,613
Change-5,613 (-100%)
Value$0 (-$296.1K)
Filed 2026-10-19
Simon Quick Advisors, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,402
Change-3,402 (-100%)
Value$0 (-$179.5K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 2,504
Change-2,504 (-100%)
Value$0 (-$133.7K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,279
Change-2,279 (-100%)
Value$0 (-$121.7K)
Filed 2026-10-16
Phillips Financial Management, LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$47.6K)
Filed 2026-10-19
Intelligent Financial Strategies
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-16
CrossGen Wealth, LLC
CLOSED
Shares0 from 446
Change-446 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-15
Manchester Capital Management LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-22
SYM Financial Corp
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Nemes Rush Group LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$263)
Filed 2026-11-04
Charles Schwab Investment Management Inc
N/A
Shares— from 141,104,114
Change-141,104,114 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,674,147
Change-8,674,147 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,264,805
Change-7,264,805 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,322,811
Change-6,322,811 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,808,291
Change-5,808,291 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,210,160
Change-4,210,160 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,179,304
Change-3,179,304 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,914,968
Change-2,914,968 (-100%)
Value—
Boulay Financial Advisors, LLC
N/A
Shares— from 2,647,681
Change-2,647,681 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 2,540,904
Change-2,540,904 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,496,264
Change-2,496,264 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,718,340
Change-1,718,340 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,680,462
Change-1,680,462 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,481,192
Change-1,481,192 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,388,139
Change-1,388,139 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,328,711
Change-1,328,711 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,225,873
Change-1,225,873 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,199,965
Change-1,199,965 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,029,944
Change-1,029,944 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,006,537
Change-1,006,537 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 936,764
Change-936,764 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 820,057
Change-820,057 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 809,830
Change-809,830 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 763,756
Change-763,756 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 704,804
Change-704,804 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 682,536
Change-682,536 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 677,623
Change-677,623 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 654,333
Change-654,333 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 641,812
Change-641,812 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 583,345
Change-583,345 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 529,390
Change-529,390 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 505,042
Change-505,042 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 488,766
Change-488,766 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 476,515
Change-476,515 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 464,688
Change-464,688 (-100%)
Value—
&partners
N/A
Shares— from 430,642
Change-430,642 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 402,882
Change-402,882 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 387,366
Change-387,366 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 381,584
Change-381,584 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 366,458
Change-366,458 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 339,982
Change-339,982 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 334,646
Change-334,646 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 297,892
Change-297,892 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 292,260
Change-292,260 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 292,147
Change-292,147 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 289,623
Change-289,623 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 281,960
Change-281,960 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 247,052
Change-247,052 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 246,517
Change-246,517 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 232,199
Change-232,199 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 223,355
Change-223,355 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 215,023
Change-215,023 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 212,016
Change-212,016 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 210,176
Change-210,176 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 209,904
Change-209,904 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 207,635
Change-207,635 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 205,857
Change-205,857 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 202,815
Change-202,815 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 200,933
Change-200,933 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 193,524
Change-193,524 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 188,211
Change-188,211 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 178,716
Change-178,716 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 162,267
Change-162,267 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 160,413
Change-160,413 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 149,215
Change-149,215 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 142,384
Change-142,384 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 137,403
Change-137,403 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 137,010
Change-137,010 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 131,656
Change-131,656 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 116,272
Change-116,272 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 115,231
Change-115,231 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 114,661
Change-114,661 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 108,833
Change-108,833 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 105,990
Change-105,990 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 103,581
Change-103,581 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 99,794
Change-99,794 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 96,491
Change-96,491 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 94,391
Change-94,391 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 93,917
Change-93,917 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 91,515
Change-91,515 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 89,469
Change-89,469 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 86,056
Change-86,056 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 85,514
Change-85,514 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 84,907
Change-84,907 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 83,417
Change-83,417 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 83,364
Change-83,364 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 82,191
Change-82,191 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 82,120
Change-82,120 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 76,191
Change-76,191 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 75,835
Change-75,835 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 74,280
Change-74,280 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 70,924
Change-70,924 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 70,046
Change-70,046 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 70,030
Change-70,030 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 68,624
Change-68,624 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 64,590
Change-64,590 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 61,578
Change-61,578 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 61,082
Change-61,082 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 58,479
Change-58,479 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 52,983
Change-52,983 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 52,931
Change-52,931 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 52,796
Change-52,796 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 52,656
Change-52,656 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 51,238
Change-51,238 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,707
Change-50,707 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 49,066
Change-49,066 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 48,656
Change-48,656 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 48,057
Change-48,057 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 47,568
Change-47,568 (-100%)
Value—
Betterment LLC
N/A
Shares— from 47,086
Change-47,086 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 45,925
Change-45,925 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 45,256
Change-45,256 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 44,934
Change-44,934 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,709
Change-42,709 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 42,398
Change-42,398 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 40,499
Change-40,499 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 38,843
Change-38,843 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 38,721
Change-38,721 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 38,588
Change-38,588 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 38,585
Change-38,585 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 38,502
Change-38,502 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 38,309
Change-38,309 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 38,171
Change-38,171 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 37,598
Change-37,598 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 37,389
Change-37,389 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 36,971
Change-36,971 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 36,895
Change-36,895 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 36,530
Change-36,530 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 36,064
Change-36,064 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 35,449
Change-35,449 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 35,109
Change-35,109 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 34,911
Change-34,911 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 33,926
Change-33,926 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,408
Change-33,408 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 32,456
Change-32,456 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 31,530
Change-31,530 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,918
Change-30,918 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 30,914
Change-30,914 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 30,761
Change-30,761 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 30,275
Change-30,275 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 30,218
Change-30,218 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,237
Change-29,237 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 28,999
Change-28,999 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 28,417
Change-28,417 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 28,212
Change-28,212 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,465
Change-24,465 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 24,120
Change-24,120 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 23,846
Change-23,846 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,913
Change-22,913 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 22,597
Change-22,597 (-100%)
Value—
Invst, LLC
N/A
Shares— from 21,876
Change-21,876 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 21,048
Change-21,048 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 20,416
Change-20,416 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 20,357
Change-20,357 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 19,571
Change-19,571 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,036
Change-19,036 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 18,823
Change-18,823 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,003
Change-17,003 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 16,867
Change-16,867 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,597
Change-16,597 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 16,532
Change-16,532 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,488
Change-16,488 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,402
Change-16,402 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,321
Change-16,321 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 15,589
Change-15,589 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 14,949
Change-14,949 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,727
Change-14,727 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 13,792
Change-13,792 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,754
Change-13,754 (-100%)
Value—
Members Trust Co
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,644
Change-11,644 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,052
Change-11,052 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,898
Change-10,898 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,491
Change-10,491 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,978
Change-9,978 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,331
Change-9,331 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,677
Change-8,677 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 7,539
Change-7,539 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 7,422
Change-7,422 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 808
Change-808 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Motco
N/A
Shares— from 619
Change-619 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 426
Change-426 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 192
Change-192 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 157
Change-157 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 152
Change-152 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 144
Change-144 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED17,513,40216,409,142+1,104,260+7%$858.6M$921.3M+$62.7M2026-10-13
Regions Financial Corp
INCREASED9,965,1979,930,317+34,880+0%$523.9M$535.6M+$11.7M2026-11-05
LPL Financial LLC
INCREASED3,116,0302,878,360+237,670+8%$151.9M$167.5M+$15.6M2026-11-06
Mountain Capital Investment Advisors Inc.
INCREASED3,003,4402,921,147+82,293+3%$154.1M$161.4M+$7.3M2026-11-06
Auto-Owners Insurance Co
UNCHANGED2,703,0002,703,00000%$142.6M$145.3M+$2.8M2026-10-15
Savant Capital, LLC
INCREASED1,546,7061,490,561+56,145+4%$77.9M$83.1M+$5.3M2026-11-06
StoneX Group Inc.
DECREASED1,431,6221,590,033-158,411-10%$83.9M$76.9M-$6.9M2026-11-03
AlphaCore Capital LLC
DECREASED1,363,7731,433,644-69,871-5%$75.6M$73.3M-$2.3M2026-11-04
Alps Advisors Inc
INCREASED1,319,6891,308,474+11,215+1%$69.0M$70.9M+$1.9M2026-11-03
Strata Wealth Advisors, LLC
INCREASED1,170,8581,155,134+15,724+1%$60.9M$62.9M+$2.0M2026-10-16
Nadler Financial Group, Inc.
DECREASED1,158,6191,169,805-11,186-1%$61.7M$62.3M+$556.9K2026-10-23
Capital Advisors Wealth Management, LLC
INCREASED1,112,6491,070,071+42,578+4%$56.5M$59.8M+$3.3M2026-10-09
Trust Co
DECREASED1,095,5351,115,088-19,553-2%$58.8M$58.9M+$53.0K2026-10-09
Capital Advantage, Inc.
DECREASED1,090,4891,100,538-10,049-1%$58.1M$58.6M+$549.4K2026-10-14
Hardy Reed LLC
INCREASED1,053,3131,048,812+4,501+0%$55.3M$56.6M+$1.3M2026-11-06
Verde Capital Management
INCREASED1,038,1271,015,065+23,062+2%$53.6M$55.8M+$2.2M2026-10-28
Canandaigua National Bank & Trust Co
DECREASED1,000,7321,014,722-13,990-1%$53.5M$53.8M+$252.6K2026-10-07
Johnson Bixby & Associates, LLC
DECREASED892,469892,902-4330%$47.1M$48.0M+$860.7K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED886,062805,459+80,603+10%$42.5M$47.6K-$42.4M2026-11-02
Barry Investment Advisors, LLC
INCREASED870,697824,655+46,042+6%$43.5M$46.8M+$3.3M2026-10-14
MFA Wealth Advisors, LLC
DECREASED856,749864,797-8,048-1%$45.6M$46.1M+$423.6K2026-10-07
Charles Schwab Trust Co
DECREASED854,2271,021,787-167,560-16%$53.9M$45.9M-$8.0M2026-10-15
Focus Financial Network, Inc.
INCREASED848,099821,704+26,395+3%$43.4M$45.6M+$2.2M2026-10-14
Maia Wealth LLC
INCREASED823,061667,648+155,413+23%$35.2M$44.2M+$9.0M2026-10-19
Unison Advisors LLC
DECREASED773,804784,702-10,898-1%$41.4M$41.6M+$191.1K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED767,776759,479+8,297+1%$40.1M$41.3M+$1.2M2026-10-13
Arlington Financial Advisors, LLC
DECREASED756,685756,692-70%$39.9M$40.7M+$748.7K2026-10-19
Bell Investment Advisors, Inc
DECREASED651,724656,318-4,594-1%$34.6M$35.0M+$402.8K2026-10-29
Creative Planning
INCREASED644,246597,099+47,147+8%$31.5M$34.6M+$3.1M2026-11-02
Cabot Wealth Management Inc
INCREASED634,518579,556+54,962+9%$30.6M$34.1M+$3.5M2026-11-05
Resonant Capital Advisors, LLC
DECREASED624,771631,809-7,038-1%$33.3M$33.6M+$247.2K2026-10-15
Choreo, LLC
INCREASED594,13810,212+583,926+5718%$538.8K$31.9M+$31.4M2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
INCREASED584,878566,686+18,192+3%$29.9M$31.4M+$1.5M2026-10-28
Solitude Financial Services
INCREASED580,749576,347+4,402+1%$30.4M$31.2M+$807.2K2026-10-26
Prairiewood Capital, LLC
INCREASED580,709567,414+13,295+2%$29.9M$31.2M+$1.3M2026-10-16
Vise Technologies, Inc.
DECREASED577,887602,570-24,683-4%$31.8M$31.1M-$730.1K2026-10-29
Commonwealth Equity Services, LLC
DECREASED548,741556,835-8,094-1%$29.4M$29.5M+$116.2K2026-11-02
Opus Capital Group, LLC
INCREASED512,147506,615+5,532+1%$26.7M$27.5K-$26.7M2026-10-30
Capital Wealth Management, LLC
INCREASED500,778475,448+25,330+5%$25.1M$26.9M+$1.8M2026-10-27
Central Trust Co
INCREASED478,621433,927+44,694+10%$22.9M$25.7M+$2.8M2026-11-05
Thrivent Financial for Lutherans
INCREASED469,331314,269+155,062+49%$16.6M$25.0K-$16.6M2026-11-05
Howard Financial Services, Ltd.
INCREASED460,661450,562+10,099+2%$23.8M$24.8M+$988.9K2026-10-15
BIP Wealth, LLC
DECREASED452,030458,391-6,361-1%$24.2M$24.3M+$111.9K2026-10-22
Affinity Wealth LLC
INCREASED444,625433,901+10,724+2%$22.9M$23.9M+$974.9K2026-11-03
Tanglewood Wealth Management, Inc.
NEW444,413—+444,413——$23.9M—2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED429,002360,671+68,331+19%$19.0M$23.1M+$4.0M2026-10-22
Aprio Wealth Management, LLC
INCREASED421,854222,963+198,891+89%$11.8M$22.7M+$10.9M2026-10-28
Verum Partners LLC
INCREASED418,755408,446+10,309+3%$21.5M$22.5M+$958.5K2026-10-21
Beacon Financial Planning, Inc
DECREASED407,826415,135-7,309-2%$21.9M$21.9M+$18.2K2026-11-04
Insight Wealth Strategies, LLC
INCREASED387,160383,655+3,505+1%$20.0M$20.8M+$802.2K2026-10-09
Moller Wealth Partners
DECREASED383,948388,978-5,030-1%$20.5M$20.6M+$114.7K2026-10-15
Jnba Financial Advisors
DECREASED372,935378,322-5,387-1%$20.0M$20.0M+$85.0K2026-11-03
HB Wealth Management, LLC
INCREASED360,564104,410+256,154+245%$5.5M$19.4M+$13.9M2026-10-23
Studio Investment Management LLC
DECREASED358,730382,858-24,128-6%$20.2M$19.3M-$917.9K2026-10-22
Sound Portfolio Advisors, LLC
DECREASED348,212359,334-11,122-3%$19.0M$18.7M-$242.1K2026-11-05
Visionary Horizons, LLC
INCREASED343,916320,357+23,559+7%$16.9M$18.5M+$1.6M2026-10-22
Mosley Wealth Management
INCREASED341,697333,920+7,777+2%$17.6M$18.4M+$741.8K2026-10-16
William Mack & Associates, Inc.
INCREASED331,480289,123+42,357+15%$15.3M$17.8M+$2.6M2026-10-27
Keybank National Association
DECREASED330,175330,681-5060%$17.4M$17.7M+$300.2K2026-11-04
JHP Wealth Management, LLC
DECREASED326,462331,675-5,213-2%$17.5M$17.5M+$48.2K2026-11-06
Certified Advisory Corp
DECREASED321,346339,284-17,938-5%$17.9M$17.3M-$628.2K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED316,472284,942+31,530+11%$15.0M$17.0M+$2.0M2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED304,815176,471+128,344+73%$9.3M$16.4M+$7.1M2026-10-26
Alpha Omega Wealth Management LLC
INCREASED301,066287,876+13,190+5%$15.2M$16.2M+$994.0K2026-10-23
Westover Capital Advisors, LLC
INCREASED294,366285,332+9,034+3%$15.1M$15.8M+$768.1K2026-10-26
Pennsylvania Capital Management Inc
DECREASED286,335286,731-3960%$15.1M$15.4M+$262.6K2026-11-05
Collective Family Office LLC
DECREASED271,156274,401-3,245-1%$14.5M$14.6M+$97.2K2026-10-05
Aspiriant, LLC
DECREASED270,540275,501-4,961-2%$14.5M$14.5M+$5.9K2026-10-16
Keudell ison Wealth Management
INCREASED269,687250,158+19,529+8%$13.2M$14.5M+$1.3M2026-10-16
KRM Wealth Management L.L.C.
DECREASED255,198269,162-13,964-5%$14.2M$13.7M-$484.1K2026-11-02
BlueSky Wealth Advisors, LLC
DECREASED253,088256,826-3,738-1%$13.6M$13.6M+$53.3K2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED250,866241,460+9,406+4%$12.7M$13.4M+$646.9K2026-10-13
1900 Wealth Management LLC
DECREASED244,141244,316-1750%$12.9M$13.1M+$232.5K2026-10-13
Financial Consulate, Inc
DECREASED243,215247,859-4,644-2%$13.1M$13.1M-$4.2K2026-10-23
Oppenheimer & Co Inc
INCREASED241,822228,342+13,480+6%$12.0M$13.0M+$950.6K2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED239,193206,843+32,350+16%$10.9M$12.9M+$1.9M2026-10-30
Your Advocates Ltd., LLP
INCREASED236,905236,163+742+0%$12.5M$12.7M+$273.7K2026-11-03
RHS Financial, LLC
INCREASED232,263219,742+12,521+6%$11.6M$12.5M+$890.5K2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED224,980223,333+1,647+1%$11.8M$12.1M+$309.6K2026-10-15
Lee Financial Co
INCREASED218,131212,081+6,050+3%$11.2M$11.7M+$535.1K2026-10-16
Richard P Slaughter Associates Inc
INCREASED213,568146,321+67,247+46%$7.7M$11.5M+$3.8M2026-10-13
Towne Trust Company, N.a
INCREASED211,717202,696+9,021+4%$10.7M$11.4M+$685.5K2026-10-28
IFP Advisors, Inc
INCREASED207,134167,367+39,767+24%$8.8M$11.1M+$2.3M2026-10-16
Arcadia Investment Advisors LLC
DECREASED197,878213,972-16,094-8%$11.3M$10.6M-$653.2K2026-10-13
ARQ Wealth Advisors, LLC
DECREASED195,725225,837-30,112-13%$12.1M$10.5M-$1.5M2026-10-29
Wealth Forward, LLC
INCREASED193,4527,468+185,984+2490%$394.0K$10.4M+$10.0M2026-10-14
Journey Advisory Group, LLC
DECREASED192,934195,847-2,913-1%$10.3M$10.4M+$37.3K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED191,832186,924+4,908+3%$9.9M$10.3M+$448.8K2026-10-27
Firestone Capital Management
DECREASED190,372190,638-2660%$10.1M$10.2M+$174.4K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED189,489193,864-4,375-2%$10.2M$10.2M-$43.3K2026-10-16
Washington Trust Advisors, Inc.
DECREASED188,274190,518-2,244-1%$10.1M$10.1M+$68.0K2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED187,750188,870-1,120-1%$10.0M$10.1M+$126.8K2026-10-16
Sound Stewardship, LLC
INCREASED187,414184,993+2,421+1%$9.8M$10.1M+$313.3K2026-10-14
Northland Capital Management LLC
INCREASED186,394181,790+4,604+3%$9.6M$10.0M+$427.4K2026-10-15
Almanack Investment Partners, Llc.
INCREASED185,11733,325+151,792+455%$1.8M$10.0M+$8.2M2026-11-03
Kestra Advisory Services, LLC
INCREASED178,430157,791+20,639+13%$8.3M$9.6M+$1.3M2026-11-02
Williams Financial, LLC
INCREASED175,959174,572+1,387+1%$9.2M$9.5M+$247.4K2026-10-19
Ackerman Capital Advisors, LLC
DECREASED167,727174,369-6,642-4%$9.2M$9.0M-$184.4K2026-10-30
Diversify Advisory Services, LLC
INCREASED165,692156,019+9,673+6%$8.3M$8.9M+$621.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED165,692156,019+9,673+6%$8.3M$8.9M+$621.1K2026-10-20
Assetmark, Inc
INCREASED165,278163,362+1,916+1%$8.6M$8.9M+$264.7K2026-10-21
WealthCare Investment Partners, LLC
INCREASED162,150160,155+1,995+1%$8.4M$8.7M+$265.8K2026-11-05
Sowell Financial Services LLC
INCREASED151,490119,139+32,351+27%$6.3M$8.1M+$1.9M2026-10-23
Hengehold Capital Management LLC
DECREASED146,726149,303-2,577-2%$7.9M$7.9M+$9.3K2026-10-16
Occidental Asset Management, LLC
INCREASED145,075139,456+5,619+4%$7.4M$7.8M+$440.1K2026-11-05
Kuhn & Co Investment Counsel
INCREASED144,902139,213+5,689+4%$7.3M$7.8M+$443.6K2026-10-29
Asset Allocation Strategies LLC
DECREASED143,387203,871-60,484-30%$10.8M$7.7M-$3.0M2026-10-20
BCS Wealth Management
INCREASED142,122131,634+10,488+8%$6.9M$7.6M+$694.1K2026-11-03
Park Avenue Securities LLC
INCREASED141,180133,002+8,178+6%$7.0M$7.6K-$7.0M2026-10-26
Guardian Financial Partners, LLC
DECREASED136,377139,326-2,949-2%$7.4M$7.3M-$20.6K2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED135,057134,454+603+0%$7.1M$7.3M+$165.5K2026-10-26
Kavar Capital Partners Group, LLC
DECREASED134,035134,489-4540%$7.1M$7.2M+$108.7K2026-11-06
Atria Investments, Inc
DECREASED133,604134,724-1,120-1%$7.1M$7.2M+$73.2K2026-10-15
Sovran Advisors, LLC
INCREASED129,638120,796+8,842+7%$6.4M$7.0M+$649.9K2026-11-02
Canandaigua National Trust Co of Florida
NEW129,489—+129,489——$7.0M—2026-10-07
Waterfront Wealth Inc.
INCREASED129,363123,091+6,272+5%$6.5M$7.0M+$455.9K2026-11-03
Oath Planning, LLC
INCREASED128,592108,997+19,595+18%$5.8M$6.9M+$1.2M2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED126,83682,547+44,289+54%$4.4M$6.8M+$2.5M2026-10-07
Ifrah Financial Services, Inc.
DECREASED126,318129,921-3,603-3%$6.9M$6.8M-$65.0K2026-10-13
Ritholtz Wealth Management
DECREASED125,966147,277-21,311-14%$7.8M$6.8M-$999.7K2026-11-05
Auxano Advisors, LLC
INCREASED125,57673,848+51,728+70%$3.9M$6.7M+$2.9M2026-11-06
Asio Capital, LLC
INCREASED123,416115,232+8,184+7%$6.1M$6.6M+$554.0K2026-10-19
Compass Financial Group, Inc
INCREASED120,03930,646+89,393+292%$1.6M$6.5M+$4.8M2026-10-13
Birchwood Financial Partners, Inc.
INCREASED113,507107,344+6,163+6%$5.7M$6.1M+$437.5K2026-11-02
Ballast Financial Advisors LLC
DECREASED110,836115,801-4,965-4%$6.1M$6.0M-$152.2K2026-10-26
Alhambra Investment Management LLC
INCREASED109,160106,271+2,889+3%$5.6M$5.9M+$260.5K2026-10-15
Farther Finance Advisors, LLC
DECREASED107,432113,855-6,423-6%$6.0M$5.8M-$232.1K2026-10-08
CFS Investment Advisory Services, LLC
NEW107,338—+107,338——$5.8M—2026-10-19
Kaizen Financial Strategies
INCREASED104,50469,451+35,053+50%$3.6M$5.6M+$2.0M2026-10-09
Cooke Wealth Management, LLC
DECREASED103,898105,037-1,139-1%$5.5M$5.6M+$42.8K2026-10-13
Dahring | Cusmano LLC
INCREASED99,93854,380+45,558+84%$2.9M$5.4M+$2.5M2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED98,51085,909+12,601+15%$4.5M$5.3M+$762.4K2026-10-22
Level Four Advisory Services, LLC
INCREASED97,90466,474+31,430+47%$3.5M$5.3M+$1.8M2026-11-06
IFC & Insurance Marketing, Inc.
INCREASED96,64393,214+3,429+4%$4.9M$5.2M+$280.3K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED96,46892,863+3,605+4%$4.9M$5.2M+$285.7K2026-10-16
Merit Financial Group, LLC
DECREASED93,11796,223-3,106-3%$5.1M$5.0M-$71.7K2026-11-06
Cornerstone Wealth, LLC
INCREASED92,78988,142+4,647+5%$4.7M$5.0M+$285.6K2026-10-28
First Pacific Financial
DECREASED91,09691,639-543-1%$4.8M$4.9M+$61.5K2026-10-14
Essential Partners LLC
INCREASED90,70984,832+5,877+7%$4.5M$4.9M+$399.8K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED90,27687,069+3,207+4%$4.6M$4.9M+$258.6K2026-11-05
SAX Wealth Advisors, LLC
DECREASED88,577102,873-14,296-14%$5.0M$4.8M-$272.6K2026-10-13
Beacon Financial Group
DECREASED87,085179,312-92,227-51%$9.5M$4.7M-$4.8M2026-10-19
Lunt Capital Management, Inc.
INCREASED85,00783,698+1,309+2%$4.4M$4.6M+$153.2K2026-10-30
Everest Financial Group LLC
INCREASED84,71754,013+30,704+57%$2.8M$4.6M+$1.7M2026-11-06
BFI Wealth Solutions, LLC
INCREASED83,81082,356+1,454+2%$4.3M$4.5M+$159.7K2026-10-16
PNC Financial Services Group, Inc.
INCREASED82,91610,862+72,054+663%$573.1K$4.5M+$3.9M2026-11-06
Princeton Global Asset Management LLC
INCREASED79,08279,064+18+0%$4.2M$4.3M+$79.2K2026-10-21
Lido Advisors, LLC
INCREASED78,67456,505+22,169+39%$3.0M$4.2M+$1.2M2026-11-04
Keystone Wealth Services, LLC
INCREASED78,50876,471+2,037+3%$4.0M$4.3M+$215.8K2026-11-03
Lakewood Asset Management LLC
INCREASED77,02873,369+3,659+5%$3.9M$4.1M+$269.3K2026-10-26
Apollon Wealth Management, LLC
INCREASED75,17764,885+10,292+16%$3.4M$4.0M+$617.4K2026-10-23
Allworth Financial LP
INCREASED75,10972,886+2,223+3%$3.8M$4.0M+$117.3K2026-11-06
Copper Harbor Investment Advisors, LLC
INCREASED73,88073,262+618+1%$3.9M$4.0M+$105.8K2026-10-16
American Financial & TAX Strategies Inc
INCREASED73,30873,119+189+0%$3.9M$3.9M+$82.5K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED72,23170,425+1,806+3%$3.7M$3.9M+$166.8K2026-10-23
True North Advisors, LLC
INCREASED71,69962,576+9,123+15%$3.3M$3.9M+$552.3K2026-10-22
JB Capital LLC
INCREASED70,93468,732+2,202+3%$3.6M$3.8M+$186.4K2026-10-19
Mather Group, Llc.
INCREASED70,60070,505+95+0%$3.7M$3.8M+$74.9K2026-10-14
Centurion Wealth Management LLC
INCREASED69,67763,285+6,392+10%$3.3M$3.7M+$406.2K2026-10-13
Rossby Financial, LCC
DECREASED68,96877,089-8,121-11%$4.1M$3.7M-$360.2K2026-11-05
Cathy Pareto & Associates, Inc
INCREASED68,49659,325+9,171+15%$3.1M$3.7M+$551.9K2026-10-15
Novem Group
DECREASED67,36876,828-9,460-12%$4.1M$3.6M-$432.4K2026-10-19
Prospera Financial Services Inc
INCREASED66,69737,791+28,906+76%$2.0M$3.6M+$1.6M2026-11-04
Heritage Wealth Management, Inc.
INCREASED65,97954,177+11,802+22%$2.9M$3.5M+$688.0K2026-10-28
Basso Capital Management, L.P.
INCREASED65,02957,114+7,915+14%$3.0M$3.5M+$482.0K2026-10-30
Catalyst Investment Management LLC
INCREASED64,0816,526+57,555+882%$344.3K$3.4M+$3.1M2026-10-21
Capital Square, LLC
INCREASED63,66459,975+3,689+6%$3.2M$3.4M+$237.3K2026-10-19
MGO One Seven LLC
INCREASED63,58316,006+47,577+297%$844.5K$3.4M+$2.6M2026-10-28
Sigma Planning Corp
DECREASED62,94263,200-2580%$3.3M$3.4M+$48.7K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED62,67458,763+3,911+7%$3.1M$3.4M+$268.4K2026-10-14
Meridian Investment Counsel Inc.
INCREASED62,46233,587+28,875+86%$1.8M$3.4M+$1.6M2026-10-14
Salem Investment Counselors Inc
DECREASED62,14162,482-341-1%$3.3M$3.3M+$43.5K2026-10-13
Carrera Capital Advisors
DECREASED61,87361,949-760%$3.3M$3.3M+$57.3K2026-11-03
LongView Wealth Management
INCREASED61,59155,584+6,007+11%$2.9M$3.3M+$377.9K2026-10-19
Kathmere Capital Management, LLC
INCREASED60,52057,755+2,765+5%$3.0M$3.3M+$205.8K2026-10-20
HBK Sorce Advisory LLC
DECREASED55,38059,316-3,936-7%$3.2M$2.9M-$290.9K2026-11-06
Whipplewood Advisors, LLC
INCREASED55,12850,512+4,616+9%$2.7M$3.0M+$298.1K2026-10-20
Cutler Investment Counsel LLC
DECREASED54,64158,028-3,387-6%$3.1M$2.9M-$124.6K2026-10-28
Quadcap Wealth Management, LLC
INCREASED54,40453,186+1,218+2%$2.8M$2.9M+$118.1K2026-11-02
Pension & Wealth Management Advisors, Inc.
DECREASED50,43950,786-347-1%$2.7M$2.7M+$31.6K2026-10-16
Perigon Wealth Management, LLC
INCREASED50,41450,385+29+0%$2.7M$2.7M+$51.4K2026-10-22
Triad Wealth Partners, LLC
DECREASED49,47154,787-5,316-10%$3.0M$2.7M-$304.9K2026-10-26
MBA Advisors LLC
NEW48,458—+48,458——$2.6M—2026-10-29
Tempus Wealth Planning, LLC
DECREASED48,01356,495-8,482-15%$3.0M$2.6M-$400.0K2026-10-14
Essential Investment Partners LLC
INCREASED47,08339,476+7,607+19%$2.1M$2.5M+$448.0K2026-10-27
Haven Private, LLC
DECREASED46,49647,776-1,280-3%$2.5M$2.5M-$21.5K2026-10-27
Boyce & Associates Wealth Consulting, Inc.
INCREASED45,73933,023+12,716+39%$1.7M$2.5M+$716.2K2026-10-14
L.K. Benson & Company, P.C.
DECREASED44,99446,656-1,662-4%$2.5M$2.4M-$43.1K2026-10-23
Family Legacy, Inc.
DECREASED44,73745,906-1,169-3%$2.4M$2.4M-$17.4K2026-10-13
Integrity Alliance, Llc.
DECREASED42,26352,923-10,660-20%$2.8M$2.3M-$520.6K2026-10-29
RF&L Wealth Management, LLC
DECREASED41,80542,205-400-1%$2.2M$2.2M+$20.3K2026-10-20
Arista Wealth Management, LLC
DECREASED41,57544,691-3,116-7%$2.4M$2.2M-$123.3K2026-10-29
Dupree Financial Group, LLC
INCREASED41,13039,048+2,082+5%$2.1M$2.2M+$150.6K2026-10-09
Stage Harbor Financial, LLC
UNCHANGED40,73240,73200%$2.1M$2.2M+$40.3K2026-11-03
Argos Wealth Advisors, LLC
DECREASED39,30743,913-4,606-10%$2.3M$2.1M-$204.1K2026-11-02
Patten Group, Inc.
INCREASED38,97733,325+5,652+17%$1.8M$2.1M+$336.8K2026-10-26
Bokf, NA
INCREASED38,88330,026+8,857+30%$1.6M$2.1M+$505.8K2026-10-27
Directional Asset Management
DECREASED37,70438,181-477-1%$2.0M$2.0M+$12.2K2026-10-22
Cidel Asset Management Inc
UNCHANGED36,53536,53500%$1.9M$2.0M+$36.2K2026-10-29
Montag A & Associates Inc
INCREASED36,19532,890+3,305+10%$1.7M$1.9M+$210.2K2026-10-29
Independent Financial Group, LLC
INCREASED35,84629,192+6,654+23%$1.5M$1.9M+$386.6K2026-10-13
Warner Financial, Inc
DECREASED35,28035,399-1190%$1.9M$1.9M+$28.7K2026-11-06
McGrath & Associates, Inc.
DECREASED35,13337,480-2,347-6%$2.0M$1.9M-$89.1K2026-10-27
Mayfair Advisory Group, LLC
INCREASED33,66932,639+1,030+3%$1.7M$1.8M+$81.8K2026-10-20
Nvest Wealth Strategies, Inc.
DECREASED33,38347,472-14,089-30%$2.5M$1.8M-$710.3K2026-10-14
Creekside Partners
UNCHANGED33,09133,09100%$1.7M$1.8M+$32.8K2026-11-04
Northwest Wealth Management, LLC
DECREASED32,56432,797-233-1%$1.7M$1.8M+$19.9K2026-10-30
Dickmeyer Boyce Financial Management, Inc.
INCREASED32,27623,677+8,599+36%$1.2M$1.7M+$485.7K2026-10-08
Eagle Strategies LLC
INCREASED31,41828,591+2,827+10%$1.5M$1.7M+$180.3K2026-10-16
Truist Financial Corp
INCREASED30,38316,931+13,452+79%$893.3K$1.6M+$739.8K2026-10-30
Omni 360 Wealth, Inc.
INCREASED29,83629,036+800+3%$1.5M$1.6M+$71.7K2026-10-13
Solstein Capital, LLC
UNCHANGED29,70029,70000%$1.6M$1.6M+$29.4K2026-11-02
Compound Planning, Inc.
INCREASED28,82021,639+7,181+33%$1.1M$1.5M+$407.4K2026-11-05
Elevation Wealth Partners, LLC
DECREASED28,79629,484-688-2%$1.6M$1.5M-$7.8K2026-10-07
City Center Advisors, LLC
INCREASED28,57027,360+1,210+4%$1.4M$1.5M+$92.1K2026-10-08
US Bancorp \de\
DECREASED28,52931,250-2,721-9%$1.6M$1.5M-$115.4K2026-11-05
Clearstead Advisors, LLC
INCREASED28,34818,474+9,874+53%$974.7K$1.5M+$548.9K2026-11-06
Bank of New York Mellon Corp
DECREASED28,22528,403-178-1%$1.5M$1.5M+$18.6K2026-11-05
Worth Asset Management, LLC
INCREASED28,18720,286+7,901+39%$1.1M$1.5M+$444.8K2026-10-07
Pacific Capital Wealth Advisors, Inc.
UNCHANGED28,13628,13600%$1.5M$1.5M+$27.9K2026-10-22
Archvest Wealth Advisors, Inc.
DECREASED27,55627,789-233-1%$1.5M$1.5M+$15.0K2026-10-29
Advus Financial Partners, LLC
UNCHANGED27,34727,34700%$1.4M$1.5M+$27.1K2026-10-20
Larson Financial Group LLC
INCREASED27,25918,247+9,012+49%$962.7K$1.5M+$502.4K2026-11-05
Lutz Financial Services LLC
DECREASED27,20531,486-4,281-14%$1.7M$1.5M-$198.9K2026-11-06
SteelPeak Wealth, LLC
DECREASED27,07227,753-681-2%$1.5M$1.5M-$9.1K2026-10-16
Archford Capital Strategies, LLC
DECREASED26,50427,273-769-3%$1.4M$1.4M-$14.3K2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED26,45726,688-231-1%$1.4M$1.4M+$14.0K2026-11-02
Bulwark Capital Corp
INCREASED26,25018,724+7,526+40%$987.9K$1.4M+$423.1K2026-10-13
Quadrant Private Wealth Management, LLC
NEW25,561—+25,561——$1.4M—2026-11-04
Integrated Advisors Network LLC
INCREASED25,12524,719+406+2%$1.3M$1.4M+$46.3K2026-10-20
Cushing Capital Partners, LLC
NEW25,010—+25,010——$1.3M—2026-10-20
Dhjj Financial Advisors, Ltd.
DECREASED24,79425,092-298-1%$1.3M$1.3M+$8.8K2026-10-23
Capital Investment Advisors, LLC
INCREASED24,76522,014+2,751+13%$1.2M$1.3M+$169.7K2026-10-22
Arwa LLC
INCREASED24,74923,042+1,707+7%$1.2M$1.3M+$112.4K2026-10-21
Wealth Advisory Team LLC
UNCHANGED24,51024,51000%$1.3M$1.3M+$24.3K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED24,32424,218+106+0%$1.3M$1.3M+$29.7K2026-10-08
Brighton Jones LLC
INCREASED24,25418,401+5,853+32%$970.8K$1.3M+$332.8K2026-11-03
Financial Perspectives, Inc
UNCHANGED24,23024,23000%$1.3M$1.3M+$24.0K2026-11-03
Detalus Advisors, LLC
INCREASED23,56717,960+5,607+31%$947.6K$1.3M+$319.1K2026-10-15
Simplicity Wealth,LLC
DECREASED23,41740,439-17,022-42%$2.1M$1.3M-$874.9K2026-10-23
Fifth Third Bancorp
INCREASED22,89422,495+399+2%$1.2M$1.2M+$43.7K2026-11-05
Wedmont Private Capital
INCREASED22,61412,643+9,971+79%$671.4K$1.2M+$535.6K2026-10-09
Balentine LLC
UNCHANGED22,58922,58900%$1.2M$1.2M+$22.4K2026-11-03
Altfest L J & Co Inc
INCREASED22,37721,414+963+5%$1.1M$1.2M+$73.0K2026-10-27
Eagle Capital Management, LLC
NEW22,265—+22,265——$1.2K—2026-10-19
Maseco LLP
UNCHANGED22,15322,15300%$1.2M$1.2M+$22.4K2026-10-27
Evanson Financial, LLC
UNCHANGED22,08222,08200%$1.2M$1.2M+$21.9K2026-10-23
Modera Wealth Management, LLC
INCREASED21,85920,076+1,783+9%$1.1M$1.2M+$115.7K2026-10-28
Whitener Capital Management, Inc.
INCREASED21,23421,049+185+1%$1.1M$1.1M+$30.8K2026-10-15
HUB Investment Partners, LLC
INCREASED20,76013,242+7,518+57%$698.6K$1.1M+$417.2K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED20,39120,39100%$1.1M$1.1M+$20.2K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED20,13120,154-230%$1.1M$1.1M+$18.7K2026-11-05
Embree Financial Group
INCREASED20,03717,110+2,927+17%$902.7K$1.1M+$174.3K2026-10-22
Riverchase Wealth Management, LLC
DECREASED19,31819,818-500-3%$1.0M$1.0M-$7.3K2026-10-28
Everhart Financial Group, Inc.
DECREASED19,08119,139-580%$1.0M$1.0M+$15.8K2026-10-08
CPC Advisors, LLC
DECREASED19,06119,410-349-2%$1.0M$1.0M+$4572026-10-21
Mission Wealth Management, LP
DECREASED18,76468,750-49,986-73%$3.6M$1.0M-$2.6M2026-10-15
First County Bank
UNCHANGED18,45218,45200%$973.5K$991.8K+$18.3K2026-10-13
LVW Advisors, LLC
DECREASED18,13118,215-840%$961.0K$974.5K+$13.5K2026-10-19
Diversified Portfolios, Inc.
UNCHANGED18,11618,11600%$955.8K$973.7K+$17.9K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED17,72310,769+6,954+65%$568.2K$952.6K+$384.4K2026-11-04
CoreCap Advisors, LLC
INCREASED17,61711,540+6,077+53%$608.9K$946.9K+$338.1K2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED17,42616,409+1,017+6%$865.7K$936.6K+$70.9K2026-10-26
Root Financial Partners, LLC
INCREASED17,33112,914+4,417+34%$681.4K$931.5K+$250.2K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED17,17015,360+1,810+12%$810.4K$922.9K+$112.5K2026-10-13
AdvisorNet Financial, Inc
INCREASED17,10616,992+114+1%$896.5K$914.1K+$17.6K2026-10-15
Kings Path Partners LLC
DECREASED17,08317,200-117-1%$907.5K$918.2K+$10.7K2026-10-21
Revisor Wealth Management LLC
DECREASED16,96217,332-370-2%$914.4K$913.0K-$1.5K2026-10-20
Monetary Solutions, Ltd
INCREASED16,90712,659+4,248+34%$667.9K$908.8K+$240.9K2026-10-22
Ceera Investments, LLC
DECREASED16,86527,520-10,655-39%$1.5M$906.5K-$545.5K2026-11-02
Triangle Securities Wealth Management
INCREASED16,81416,273+541+3%$858.5K$903.7K+$45.2K2026-10-14
Appleton Partners Inc
INCREASED16,42215,601+821+5%$823.0K$883-$822.1K2026-10-30
Stone Summit Wealth LLC
DECREASED16,22416,455-231-1%$868.2K$872.0K+$3.9K2026-10-14
Pacific Park Financial, Inc.
INCREASED16,18716,130+57+0%$851.0K$870.1K+$19.0K2026-10-13
PCA Investment Advisory Services Inc.
INCREASED16,00615,218+788+5%$802.9K$860.3K+$57.4K2026-10-13
BOS Asset Management, LLC
INCREASED15,92214,347+1,575+11%$756.9K$855.8K+$98.9K2026-10-09
Cornerstone Wealth Group, LLC
UNCHANGED15,70115,70100%$828.4K$844.0K+$15.5K2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED15,40815,40800%$812.9K$828.2K+$15.3K2026-10-27
Verus Capital Partners, LLC
NEW15,287—+15,287——$821.7K—2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED15,24515,24500%$804.3K$819.4K+$15.1K2026-10-27
Strategic Blueprint, LLC
DECREASED15,00215,106-104-1%$797.0K$806.4K+$9.4K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED14,96814,96800%$789.7K$804.5K+$14.8K2026-10-29
Plante Moran Financial Advisors, LLC
UNCHANGED14,81714,81700%$781.8K$796.4K+$14.7K2026-11-04
PDS Planning, Inc
INCREASED14,67814,014+664+5%$739.4K$788.9K+$49.6K2026-11-03
Red Mountain Financial, LLC
INCREASED14,45314,079+374+3%$742.8K$776.9K+$34.1K2026-11-03
Bluedoor Private Wealth, LLC
DECREASED14,31114,601-290-2%$770.3K$769.2K-$1.1K2026-11-05
G2 Capital Management, LLC / OH
UNCHANGED14,29814,29800%$754.4K$768.5K+$14.2K2026-10-23
Fisher Asset Management, LLC
INCREASED14,1515,596+8,555+153%$295.3K$760.7K+$465.4K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED14,01013,738+272+2%$724.8K$753.1K+$28.2K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED13,92912,978+951+7%$684.7K$748.7K+$64.0K2026-10-21
Walkner Condon Financial Advisors LLC
UNCHANGED13,88713,88700%$732.7K$746.4K+$13.7K2026-11-02
Downshift Financial, LLC
UNCHANGED13,72013,72000%$723.9K$737.4K+$13.6K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED13,45513,45500%$709.9K$723.2K+$13.3K2026-10-14
Victory Financial Group, LLC
DECREASED13,42913,730-301-2%$724.4K$721.8K-$2.6K2026-10-27
Facet Wealth, Inc.
INCREASED13,39211,820+1,572+13%$623.6K$719.8K+$96.2K2026-11-04
Creative Financial Designs Inc
DECREASED13,25315,342-2,089-14%$809.4K$712.3K-$97.1K2026-11-04
Revolve Wealth Partners, LLC
UNCHANGED13,25013,25000%$699.1K$712.2K+$13.1K2026-10-23
Parsons Capital Management Inc
INCREASED13,2224,500+8,722+194%$237.4K$710.7K+$473.3K2026-10-28
Asset Dedication, LLC
DECREASED13,18313,461-278-2%$710.2K$708.6K-$1.6K2026-11-03
Absolute Capital Management, LLC
NEW13,141—+13,141——$706.3K—2026-10-16
Shepherd Financial Partners LLC
NEW13,084—+13,084——$703.3K—2026-11-03
Partners Wealth Management, LLC
INCREASED12,7529,990+2,762+28%$527.1K$685.4K+$158.4K2026-10-28
Asset One Wealth Management LLC
NEW12,624—+12,624——$678.5K—2026-11-02
Skyline Advisors, Inc.
DECREASED12,52115,491-2,970-19%$817.3K$673.0K-$144.3K2026-11-03
Ehrlich Financial Group
INCREASED12,51411,527+987+9%$608.2K$672.6K+$64.5K2026-10-20
Avior Wealth Management, LLC
DECREASED12,49412,665-171-1%$668.2K$671.5K+$3.3K2026-10-13
Lodestar Private Asset Management LLC
DECREASED12,47412,817-343-3%$676.2K$670.5K-$5.7K2026-10-26
Csenge Advisory Group
DECREASED12,40713,075-668-5%$689.8K$666.9K-$22.9K2026-11-04
J. Derek Lewis & Associates Inc.
DECREASED12,27912,388-109-1%$653.7K$660.1K+$6.4K2026-11-03
Crescent Grove Advisors, LLC
INCREASED12,2564,488+7,768+173%$236.8K$658.7K+$422.0K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED12,22211,995+227+2%$632.9K$657.0K+$24.1K2026-10-21
Values Added Financial LLC
UNCHANGED12,20112,20100%$643.7K$655.8K+$12.1K2026-10-28
Carnegie Investment Counsel
NEW11,885—+11,885——$638.8K—2026-10-20
James Investment Research, Inc.
INCREASED11,81011,371+439+4%$599.9K$634.8K+$34.9K2026-10-22
Accredited Investors Inc.
UNCHANGED11,55011,55000%$609.4K$620.8K+$11.4K2026-11-03
Crew Capital Management, Ltd
NEW11,464—+11,464——$616.2K—2026-10-28
Aviance Capital Partners, LLC
UNCHANGED11,37011,37000%$599.9K$611.1K+$11.3K2026-10-29
SigFig Wealth Management, LLC
INCREASED11,21410,591+623+6%$557.1K$602.8K+$45.7K2026-10-07
Chicago Partners Investment Group LLC
INCREASED11,1309,307+1,823+20%$492.7K$597.4K+$104.7K2026-10-27
Curtis Advisory Group, LLC
DECREASED10,95457,335-46,381-81%$3.0M$588.8K-$2.4M2026-10-28
Evergreen Capital Management LLC
INCREASED10,90410,784+120+1%$569.0K$586.1K+$17.1K2026-10-23
Security Financial Services, Inc.
DECREASED10,89811,765-867-7%$620.7K$585.8K-$34.9K2026-10-29
D'Orazio & Associates, Inc.
INCREASED10,81010,782+28+0%$568.9K$581.0K+$12.2K2026-11-04
Avantra Family Wealth, Inc.
DECREASED10,72511,188-463-4%$590.3K$576.5K-$13.8K2026-10-20
Wespac Advisors, LLC
DECREASED10,71113,398-2,687-20%$706.9K$575.7K-$131.2K2026-10-26
Evolution Advisers, Inc.
INCREASED10,6949,453+1,241+13%$498.0K$571.5K+$73.5K2026-11-06
Private Wealth Management Group, LLC
DECREASED10,66910,771-102-1%$568.3K$573.5K+$5.2K2026-10-19
Apella Capital, LLC
INCREASED10,6328,211+2,421+29%$435.0K$568.0K+$132.9K2026-10-08
DDD Partners, LLC
DECREASED10,51711,076-559-5%$584.4K$565.3K-$19.1K2026-11-02
Crusonia Wealth Advisors LLC
INCREASED10,4129,849+563+6%$519.6K$559.6K+$40.0K2026-10-26
Davidson Kahn Capital Management, LLC
DECREASED10,30312,052-1,749-15%$635.9K$553.8K-$82.1K2026-10-26
NBT Bank, N.A.
DECREASED10,23211,121-889-8%$586.7K$550.0K-$36.8K2026-10-21
BXM Wealth LLC
INCREASED10,2087,041+3,167+45%$371.5K$548.7K+$177.2K2026-11-03
Linscomb Wealth, Inc.
UNCHANGED9,9649,96400%$525.7K$535.6K+$9.9K2026-11-05
PFG Advisors
INCREASED9,8368,551+1,285+15%$451.2K$528.7K+$77.5K2026-10-16
WealthBridge Capital Management, LLC
INCREASED9,6915,657+4,034+71%$298.5K$520.9K+$222.4K2026-10-16
Diversified Management Inc
UNCHANGED9,5789,57800%$505.3K$514.8K+$9.5K2026-10-08
Ballast, Inc.
INCREASED9,5729,500+72+1%$501.2K$514.5K+$13.3K2026-10-20
Lanark Financial, Inc.
INCREASED9,4378,816+621+7%$465.2K$507.2K+$42.1K2026-10-26
Visionary Wealth Advisors
INCREASED9,3858,921+464+5%$470.7K$504.4K+$33.7K2026-11-04
Frankly Finances, LLC
UNCHANGED9,2149,21400%$486.1K$495.3K+$9.1K2026-10-28
Werba Rubin Papier Wealth Management
UNCHANGED9,1969,19600%$485.2K$494.3K+$9.1K2026-11-06
KCM Investment Advisors LLC
UNCHANGED9,1849,18400%$484.5K$493.6K+$9.1K2026-10-27
Selective Wealth Management, Inc.
UNCHANGED9,0889,08800%$479.3K$488.3K+$9.0K2026-10-16
Glenview Trust Co
INCREASED9,0697,244+1,825+25%$382.2K$487.5K+$105.3K2026-10-28
Foguth Wealth Management, Llc.
INCREASED8,8618,813+48+1%$461.9K$477.6K+$15.7K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED8,7238,72300%$460.2K$460.2K$02026-10-06
GK Wealth Management LLC
DECREASED8,4818,666-185-2%$457.2K$455.9K-$1.4K2026-10-09
Canvas Wealth Advisors, LLC
UNCHANGED8,4668,46600%$446.7K$459.2K+$12.5K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED8,4067,832+574+7%$413.2K$451.8K+$38.6K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED8,3319,073-742-8%$478.7K$448.0K-$30.7K2026-10-30
Parallel Advisors, LLC
DECREASED8,2579,949-1,692-17%$524.9K$443.8K-$81.1K2026-11-03
Valmark Advisers, Inc.
INCREASED8,1677,961+206+3%$420.0K$439.0K+$19.0K2026-11-06
Global Assets Advisory, LLC
INCREASED8,0418,008+33+0%$418.1K$433.4K+$15.3K2026-10-28
William Howard & Co Financial Advisors Inc
UNCHANGED7,8667,86600%$415.0K$422.8K+$7.8K2026-11-04
Signaturefd, LLC
INCREASED7,7417,521+220+3%$396.8K$416.1K+$19.3K2026-10-23
Plan A Wealth LLC
INCREASED7,7197,709+10+0%$406.7K$414.9K+$8.2K2026-10-08
Clark Asset Management, LLC
UNCHANGED7,6317,63100%$402.6K$410.2K+$7.6K2026-10-19
MBE Wealth Management, LLC
INCREASED7,5056,478+1,027+16%$341.8K$403.4K+$61.6K2026-10-26
Wetzel Investment Advisors, Inc.
INCREASED7,4826,647+835+13%$350.7K$402.2K+$51.5K2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED7,4197,449-300%$393.0K$398.8K+$5.8K2026-10-21
Axxcess Wealth Management, LLC
INCREASED7,3866,078+1,308+22%$320.7K$397.0K+$76.3K2026-10-21
Noesis Capital Mangement Corp
DECREASED7,2177,343-126-2%$387.4K$387.9K+$4972026-10-26
Tactive Advisors, LLC
INCREASED7,1807,120+60+1%$375.7K$385.9K+$10.3K2026-10-08
Crescent Sterling, Ltd.
DECREASED7,1737,498-325-4%$395.6K$385.5K-$10.0K2026-10-16
First Horizon Corp
DECREASED7,1637,327-164-2%$386.6K$385.0K-$1.6K2026-10-26
4Wealth Advisors, Inc.
NEW7,137—+7,137——$386.4K—2026-10-13
Soltis Investment Advisors LLC
INCREASED7,0725,950+1,122+19%$313.9K$380.1K+$66.2K2026-10-28
Condor Capital Management
DECREASED6,9926,996-40%$369.1K$375.8K+$6.7K2026-11-06
Seven Mile Advisory
UNCHANGED6,9806,98000%$368.3K$375.2K+$6.9K2026-10-22
J. L. Bainbridge & Co., Inc.
UNCHANGED6,9666,96600%$367.5K$374.4K+$6.9K2026-10-20
International Assets Investment Management, LLC
DECREASED6,8918,564-1,673-20%$447.7K$367.5K-$80.2K2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED6,8546,676+178+3%$352.2K$368.4K+$16.2K2026-11-05
ADE, LLC
INCREASED6,8536,724+129+2%$354.8K$368.3K+$13.6K2026-10-29
Oarsman Capital, Inc.
DECREASED6,8037,122-319-4%$375.8K$365.7K-$10.1K2026-11-05
Bell Bank
DECREASED6,7606,940-180-3%$366.2K$363.4K-$2.8K2026-10-21
Brookstone Capital Management
INCREASED6,7336,457+276+4%$340.6K$361.9K+$21.3K2026-10-22
XY Planning Network, Inc.
INCREASED6,7305,845+885+15%$308.4K$361.7K+$53.4K2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED6,7039,497-2,794-29%$501.1K$360.3K-$140.8K2026-10-05
MidAtlantic Capital Management, Inc.
DECREASED6,6667,069-403-6%$373.0K$358.3K-$14.7K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED6,63022,658-16,028-71%$1.2M$356.4K-$839.1K2026-10-16
Opus Financial Solutions LLC
DECREASED6,5886,706-118-2%$353.8K$354.1K+$2962026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED6,5474,988+1,559+31%$262.3K$351.9K+$89.5K2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED6,5006,50000%$342.9K$349.4K+$6.4K2026-10-22
Wealthcare Advisory Partners LLC
UNCHANGED6,4926,49200%$342.5K$349.0K+$6.4K2026-10-21
Patten & Patten Inc
INCREASED6,4905,208+1,282+25%$274.8K$348.9K+$74.1K2026-10-26
6th Street Advisors, LLC
UNCHANGED6,3366,33600%$334.3K$340.6K+$6.3K2026-10-14
Ascent Group, LLC
DECREASED6,2808,116-1,836-23%$428.2K$337.6K-$90.7K2026-10-30
Gradient Investments LLC
INCREASED6,2796,178+101+2%$326.0K$337.5K+$11.5K2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED6,2576,25700%$330.1K$336.3K+$6.2K2026-10-15
Manuka Financial, LLC
UNCHANGED6,2146,21400%$327.9K$334.0K+$6.2K2026-10-16
Tortoise Investment Management, LLC
UNCHANGED6,1966,19600%$326.9K$333.0K+$6.1K2026-11-06
Leuthold Group, LLC
INCREASED6,0615,860+201+3%$309.2K$325.8K+$16.6K2026-11-04
VestGen Advisors, LLC
INCREASED5,9574,323+1,634+38%$228.1K$320.2K+$92.1K2026-10-27
Koshinski Asset Management, Inc.
UNCHANGED5,9555,95500%$314.2K$320.1K+$5.9K2026-10-29
Thor Investment Management Inc
NEW5,903—+5,903——$317.3K—2026-10-13
CWA Asset Management Group, LLC
NEW5,703—+5,703——$306.5K—2026-10-19
New England Private Wealth Advisors LLC
UNCHANGED5,6585,65800%$299.6K$304.1K+$4.6K2026-10-19
Russell Investments Group, Ltd.
INCREASED5,5971,067+4,530+425%$56.3K$300.8K+$244.5K2026-11-06
Phillip James Consulting Co.
UNCHANGED5,5905,59000%$294.9K$300.5K+$5.5K2026-11-03
Channel Wealth LLC
UNCHANGED5,4605,46000%$288.1K$293.5K+$5.4K2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED5,3636,945-1,582-23%$366.4K$288.3K-$78.1K2026-10-14
Tenon Financial LLC
UNCHANGED5,3635,36300%$282.9K$288.2K+$5.3K2026-10-14
Milestone Investment Advisors LLC
UNCHANGED5,2535,25300%$277.1K$282.3K+$5.2K2026-11-05
RFG Advisory, LLC
DECREASED5,2066,884-1,678-24%$363.2K$279.8K-$83.3K2026-11-03
West Wealth Group, LLC
INCREASED5,1745,007+167+3%$264.2K$278.1K+$13.9K2026-10-14
WealthPLAN Partners, LLC
INCREASED5,1725,140+32+1%$271.2K$278.0K+$6.8K2026-10-15
Addison Advisors LLC
UNCHANGED5,1525,15200%$271.8K$276.9K+$5.1K2026-11-06
Acorn Wealth Advisors, LLC
INCREASED5,0464,641+405+9%$244.9K$271.2K+$26.4K2026-10-19
Compass Financial Management LLC
DECREASED5,0366,718-1,682-25%$354.6K$270.7K-$83.9K2026-10-30
Symphony Financial, Ltd. Co.
NEW5,016—+5,016——$269.6K—2026-10-22
Univest Financial Corp
UNCHANGED4,9614,96100%$261.7K$266.7K+$4.9K2026-11-05
Krilogy Financial LLC
INCREASED4,8944,651+243+5%$245.4K$261.4K+$16.1K2026-10-13
Silverlake Wealth Management LLC
DECREASED4,8684,925-57-1%$259.9K$261.7K+$1.8K2026-10-21
ATX Financial Planning, LLC
NEW4,821—+4,821——$259.1K—2026-10-14
Versant Capital Management, Inc
UNCHANGED4,7704,77000%$251.7K$256.4K+$4.7K2026-10-02
BetterWealth, LLC
UNCHANGED4,7314,73100%$249.6K$254.3K+$4.7K2026-10-15
HBW Advisory Services LLC
NEW4,672—+4,672——$251.1K—2026-10-15
Gerber Kawasaki Wealth & Investment Management
NEW4,653—+4,653——$250.1K—2026-10-29
Carnegie Lake Advisors LLC
NEW4,650—+4,650——$249.9K—2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED4,6464,64600%$245.1K$249.7K+$4.6K2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED4,6404,045+595+15%$213.4K$249.4K+$36.0K2026-10-29
Seed Wealth Management, Inc.
DECREASED4,60011,530-6,930-60%$608.3K$247.3K-$361.1K2026-10-20
Elevation Wealth Management LLC
DECREASED4,5844,635-51-1%$244.5K$246.4K+$1.8K2026-11-02
Claro Advisors Inc.
NEW4,543—+4,543——$244.2K—2026-11-02
Town Capital LLC
INCREASED4,5244,201+323+8%$221.6K$243.2K+$21.5K2026-11-03
Confluence Wealth Services, Inc.
DECREASED4,4945,060-566-11%$267.0K$241.5K-$25.4K2026-11-05
D.A. Davidson & Co.
NEW4,449—+4,449——$239.1K—2026-10-28
Shum Financial Group, Inc.
UNCHANGED4,4484,44800%$234.7K$239.1K+$4.4K2026-10-13
Index Fund Advisors, Inc.
UNCHANGED4,4454,44500%$234.5K$238.9K+$4.4K2026-11-05
Oakworth Capital, Inc.
UNCHANGED4,3924,39200%$230.9K$236.1K+$5.1K2026-10-26
Andrew Hill Investment Advisors, Inc.
NEW4,369—+4,369——$234.8K—2026-10-22
Wilkins Miller Wealth Management, LLC
DECREASED4,3324,997-665-13%$263.6K$232.8K-$30.8K2026-10-13
Park National Corp
UNCHANGED4,2914,29100%$226.4K$230.6K+$4.2K2026-10-05
Schear Investment Advisers, LLC
NEW4,238—+4,238——$227.8K—2026-10-14
Tempo Wealth, LLC
UNCHANGED4,2384,23800%$223.6K$227.8K+$4.2K2026-10-14
Avantax Planning Partners, Inc.
UNCHANGED4,2354,23500%$223.4K$227.6K+$4.2K2026-11-03
LMG Wealth Partners, LLC
UNCHANGED4,2254,22500%$222.9K$227.1K+$4.2K2026-11-05
Abound Wealth Management
DECREASED4,2224,269-47-1%$225.3K$227.0K+$1.7K2026-10-26
Advisor OS, LLC
UNCHANGED4,2214,22100%$222.7K$226.9K+$4.2K2026-11-03
Rockland Trust Co
NEW4,177—+4,177——$224.5K—2026-10-05
Southern Capital Advisors, LLC
UNCHANGED4,1274,12700%$217.7K$221.8K+$4.1K2026-10-26
Calamos Wealth Management LLC
UNCHANGED4,1054,10500%$216.6K$220.6K+$4.1K2026-11-02
Spinnaker Investment Group, LLC
UNCHANGED4,1034,10300%$216.5K$220.6K+$4.1K2026-10-13
Cullen T Bankers, Inc.
INCREASED4,0723,621+451+12%$191.0K$218.9K+$27.8K2026-10-28
Baker Avenue Asset Management, LP
NEW4,038—+4,038——$217.0K—2026-11-06
5th Street Advisors, LLC
UNCHANGED3,9603,96000%$208.9K$212.9K+$3.9K2026-11-04
GC Wealth Management RIA, LLC
INCREASED3,9403,915+25+1%$206.6K$211.8K+$5.2K2026-11-02
Range Financial Group LLC
DECREASED3,9384,241-303-7%$223.8K$211.7K-$12.1K2026-10-21
Harbor Asset Planning, Inc.
UNCHANGED3,9383,93800%$207.7K$211.6K+$3.9K2026-10-23
Private Trust Co NA
DECREASED3,9063,912-60%$206.4K$209.9K+$3.6K2026-10-20
Two West Capital Advisors LLC
NEW3,852—+3,852——$208.5K—2026-10-15
Valeo Financial Advisors, LLC
NEW3,801—+3,801——$204.3K—2026-10-08
RAM Investment Partners, LLC
NEW3,788—+3,788——$203.6K—2026-10-21
Level Wealth Management LLC
NEW3,777—+3,777——$203.0K—2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED3,5243,52400%$185.9K$189.4K+$3.5K2026-10-13
Townsend Asset Management Corp
UNCHANGED3,3173,31700%$175.0K$178.3K+$3.3K2026-10-29
Breakwater Investment Management
DECREASED3,0133,101-88-3%$163.6K$161.9K-$1.7K2026-10-20
Archer Investment Corp
UNCHANGED2,9882,98800%$157.6K$160.6K+$3.0K2026-11-05
Quadrant Capital Group LLC
DECREASED2,7805,722-2,942-51%$301.9K$149.4K-$152.5K2026-10-20
Arlington Trust Co LLC
UNCHANGED2,7132,71300%$143.1K$145.8K+$2.7K2026-10-20
Pflug Koory, LLC
UNCHANGED2,4622,46200%$129.9K$132.3K+$2.4K2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED2,4202,42000%$127.7K$130.1K+$2.4K2026-10-26
RMG Wealth Management LLC
UNCHANGED2,3902,39000%$132.4K$128.5K-$3.9K2026-10-26
Key FInancial Inc
UNCHANGED2,2382,23800%$118.1K$120.3K+$2.2K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED2,2332,374-141-6%$125.3K$120.0K-$5.2K2026-11-03
Ascentis Independent Advisors
NEW2,232—+2,232——$120.0K—2026-11-03
Valley National Advisers Inc
UNCHANGED2,2052,20500%$116.3K$118.5K+$2.2K2026-10-23
UMB Bank, n.a.
DECREASED2,1922,398-206-9%$126.5K$117.8K-$8.7K2026-11-06
Activest Wealth Management
UNCHANGED2,1002,10000%$110.8K$112.9K+$2.1K2026-10-15
Security National Bank
INCREASED2,0971,036+1,061+102%$54.7K$112.7K+$58.1K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED2,0752,07500%$109.5K$111.5K+$2.1K2026-10-14
GHP Investment Advisors, Inc.
DECREASED2,0612,091-30-1%$110.3K$110.8K+$4712026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED1,9981,899+99+5%$100.2K$107.4K+$7.2K2026-10-30
Burk Holdings LLC
DECREASED1,9752,047-72-4%$108.0K$106.2K-$1.8K2026-11-05
Atwood & Palmer Inc
NEW1,940—+1,940——$104.3K—2026-10-08
Nvwm, LLC
NEW1,900—+1,900——$102.1K—2026-10-14
Nova Financial LLC
NEW1,862—+1,862——$100.1K—2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED1,7911,79100%$94.5K$96.3K+$1.8K2026-10-28
Winch Advisory Services, LLC
UNCHANGED1,7461,74600%$92.1K$93.8K+$1.7K2026-11-06
Networth Advisors, LLC
UNCHANGED1,7001,70000%$89.7K$91.4K+$1.7K2026-11-03
Daytona Street Capital LLC
NEW1,590—+1,590——$85.6K—2026-10-15
Weaver Capital Management LLC
UNCHANGED1,5711,57100%$76.9K$84.4K+$7.6K2026-10-15
North Star Investment Management Corp.
UNCHANGED1,5661,56600%$82.6K$84.2K+$1.6K2026-10-27
Fairway Wealth LLC
UNCHANGED1,5101,51000%$79.7K$81.2K+$1.5K2026-10-30
Angeles Wealth Management, LLC
UNCHANGED1,5001,50000%$79.1K$80.6K+$1.5K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED1,4691,327+142+11%$70.0K$79.0K+$8.9K2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED1,4161,41600%$74.7K$76.1K+$1.4K2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED1,2961,29600%$68.4K$69.7K+$1.3K2026-10-20
CKW Financial Group
UNCHANGED1,2611,26100%$66.0K$67-$65.9K2026-10-29
Hoey Investments, Inc
UNCHANGED1,1821,18200%$62.4K$63.5K+$1.2K2026-10-29
Family Capital Trust Co
UNCHANGED1,1601,16000%$61.2K$62.3K+$1.2K2026-10-22
Parkside Financial Bank & Trust
UNCHANGED1,1091,10900%$58.5K$59.6K+$1.1K2026-10-27
Align Financial, LLC
NEW1,083—+1,083——$58.2K—2026-10-16
Aspect Partners, LLC
UNCHANGED1,0771,07700%$56.8K$57.9K+$1.1K2026-10-20
Spire Wealth Management
UNCHANGED1,0571,05700%$55.8K$56.8K+$1.0K2026-10-30
American National Bank & Trust
UNCHANGED1,0461,04600%$55.2K$56.2K+$1.0K2026-10-07
Murphy & Mullick Capital Management Corp
UNCHANGED94194100%$49.6K$50.6K+$9322026-11-02
Team Financial Group, LLC
NEW900—+900——$48.4K—2026-10-30
Adirondack Trust Co
DECREASED878951-73-8%$50.2K$47.2K-$3.0K2026-10-14
Physician Wealth Advisors, Inc.
DECREASED824901-77-9%$47.5K$44.3K-$3.2K2026-10-20
Owl Creek Wealth Partners LLC
INCREASED824766+58+8%$40.4K$44.3K+$3.9K2026-10-20
Atlantic Edge Private Wealth Management, LLC
DECREASED8111,257-446-35%$66.3K$43.6K-$22.7K2026-10-20
PFS Partners, LLC
UNCHANGED80080000%$42.2K$43.0K+$7922026-10-21
Nfsg Corp
UNCHANGED78678600%$41.5K$42.2K+$7792026-10-15
Eukles Asset Management
NEW765—+765——$41.1K—2026-11-04
Cdkv Holdings LLC
UNCHANGED73673600%$38.8K$39.6K+$7282026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED72572500%$38.3K$39.0K+$7182026-11-03
Heritage Family Offices, LLP
NEW713—+713——$38.3K—2026-11-02
10Elms LLP
INCREASED6722+670+33500%$106$36.1K+$36.0K2026-11-06
Golden State Wealth Management, LLC
INCREASED660572+88+15%$30.2K$35.5K+$5.3K2026-11-02
Tompkins Financial Corp
UNCHANGED63263200%$33.3K$34.0K+$6262026-10-05
Lodestone Wealth Management LLC
INCREASED608316+292+92%$16.7K$32.7K+$16.0K2026-10-14
True Wealth Design, LLC
UNCHANGED57257200%$30.2K$30.7K+$5662026-10-13
Citigroup Inc
DECREASED558567-9-2%$29.9K$30.0K+$782026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED55655600%$29.3K$29.9K+$5502026-11-04
Cape Investment Advisory, Inc.
INCREASED552186+366+197%$9.8K$29.7K+$19.9K2026-10-13
High Note Wealth, LLC
UNCHANGED50950900%$26.9K$27.4K+$5042026-10-27
Armstrong Advisory Group, Inc
UNCHANGED49449400%$26.1K$26.6K+$4892026-10-09
Salomon & Ludwin, LLC
UNCHANGED49149100%$25.6K$26.4K+$7852026-10-29
Allspring Global Investments Holdings, LLC
UNCHANGED48348300%$25.5K$25.9K+$4352026-11-04
Buck Wealth Strategies, LLC
INCREASED458441+17+4%$23.3K$24.6K+$1.4K2026-10-28
Blue Trust, Inc.
NEW402—+402——$21.6K—2026-10-15
West Branch Capital LLC
NEW394—+394——$21.2K—2026-10-20
Gamma Investing LLC
UNCHANGED39339300%$20.7K$21.1K+$3892026-10-08
Laurel Wealth Advisors LLC
NEW360—+360——$19.4K—2026-10-27
Wagner Wealth Management, LLC
DECREASED335347-12-3%$18.3K$18.0K-$2882026-10-21
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED33433400%$17.6K$18.0K+$3312026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW327—+327——$17.6K—2026-10-15
Next Level Wealth Planning, LLC
NEW324—+324——$17.4K—2026-10-29
SJS Investment Consulting Inc.
UNCHANGED32332300%$17.0K$17.4K+$3202026-10-26
Godsey & Gibb, Inc
UNCHANGED32232200%$17.0K$17.3K+$3192026-10-14
Triumph Capital Management
DECREASED320347-27-8%$18.3K$17.2K-$1.1K2026-10-14
Chilton Capital Management LLC
NEW314—+314——$16.9K—2026-10-28
Wolff Wiese Magana LLC
UNCHANGED29529500%$15.6K$15.9K+$2922026-10-15
Rydar Equities, Inc.
NEW279—+279——$14.9K—2026-10-13
Kozak & Associates, Inc.
UNCHANGED26126100%$13.6K$14.1K+$5022026-10-29
Tower View Wealth Management LLC
UNCHANGED26126100%$13.8K$14.1K+$2592026-10-23
Avion Wealth
DECREASED2501,306-1,056-81%$68$13-$552026-11-04
Peachtree Investment Partners, LLC
UNCHANGED24324300%$12.8K$13.1K+$2402026-11-05
Lloyd Advisory Services, Llc.
NEW200—+200——$10.8K—2026-11-02
Community Financial Services Group, LLC
NEW200—+200——$10.7K—2026-10-15
Portfolio Resources Advisor Group, Inc.
NEW178—+178——$9.6K—2026-10-20
MV Capital Management, Inc.
UNCHANGED16816800%$8.9K$9.0K+$1662026-10-29
Noble Wealth Management PBC
INCREASED135100+35+35%$5.3K$7.3K+$2.0K2026-10-01
CX Institutional
UNCHANGED12712700%$7$7$02026-10-02
Trust Co of Vermont
UNCHANGED11011000%$5.8K$5.9K+$1092026-10-21
Grove Bank & Trust
NEW109—+109——$5.9K—2026-10-08
McCarley & Cook Financial Planners
UNCHANGED10210200%$5.4K$5.5K+$1012026-10-21
PFC Capital Group, Inc.
NEW100—+100——$5.4K—2026-11-06
Main Street Group, LTD
UNCHANGED10010000%$5.3K$5.4K+$992026-10-28
Aventus Investment Advisors, Inc.
UNCHANGED939300%$4.9K$5.0K+$922026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED868600%$4.5K$4.6K+$862026-10-30
RHL Group, LLC
UNCHANGED757500%$4.0K$4.0K+$562026-11-04
Morling Financial Advisors, LLC
NEW73—+73——$3.9K—2026-10-28
Signature Equity Partners, LLC
UNCHANGED616100%$3.2K$3.3K+$612026-10-29
Key Capital Management, Inc
INCREASED6035+25+71%$1.9K$3.2K+$1.4K2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED585800%$3.1K$3.1K+$582026-10-06
DB Fitzpatrick & Co, Inc
INCREASED5328+25+89%$1.5K$2.8K+$1.4K2026-10-19
IAG Wealth Partners, LLC
UNCHANGED515100%$2.7K$2.7K+$502026-11-06
Financial Management Professionals, Inc.
UNCHANGED505000%$2.6K$2.7K+$502026-10-23
Latitude Advisors, LLC
NEW48—+48——$2.6K—2026-10-27
Gen-Wealth Partners Inc
NEW40—+40——$2.2K—2026-11-04
3 Factor Indexing, LLC
DECREASED4055-15-27%$2.9K$2.2K-$7522026-10-15
Valued Wealth Advisors LLC
UNCHANGED383800%$2.0K$2.0K+$382026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED343400%$1.8K$1.8K+$342026-10-13
Maryland Capital Advisors Inc.
UNCHANGED323200%$1.7K$1.7K+$312026-10-15
Vermillion Wealth Management, Inc.
DECREASED29396-367-93%$20.9K$1.6K-$19.3K2026-10-26
Elevate Wealth Advisory, Inc
NEW24—+24——$1.3K—2026-10-29
First Command Advisory Services, Inc.
UNCHANGED191900%$1.0K$1.0K+$192026-11-05
Lynx Investment Advisory
CLOSED010,399-10,399-100%$548.6K$0-$548.6K2026-10-27
MCF Advisors LLC
CLOSED06,893-6,893-100%$363.7K$0-$363.7K2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED05,804-5,804-100%$306.2K$0-$306.2K2026-10-16
Hidden Cove Wealth Management, LLC
CLOSED05,613-5,613-100%$296.1K$0-$296.1K2026-10-19
Simon Quick Advisors, LLC
CLOSED04,000-4,000-100%$211.0K$0-$211.0K2026-10-26
Gill Capital Partners, LLC
CLOSED03,402-3,402-100%$179.5K$0-$179.5K2026-10-13
Brooklyn FI, LLC
CLOSED02,504-2,504-100%$133.7K$0-$133.7K2026-11-05
Cornerstone Planning Group LLC
CLOSED02,279-2,279-100%$121.7K$0-$121.7K2026-10-16
Phillips Financial Management, LLC
CLOSED0902-902-100%$47.6K$0-$47.6K2026-10-19
Intelligent Financial Strategies
CLOSED0451-451-100%$23.8K$0-$23.8K2026-10-16
CrossGen Wealth, LLC
CLOSED0446-446-100%$23.5K$0-$23.5K2026-10-30
Robinswood Financial LLC
CLOSED0338-338-100%$17.8K$0-$17.8K2026-10-20
LifeSteps Financial, Inc.
CLOSED0209-209-100%$11.0K$0-$11.0K2026-10-15
Manchester Capital Management LLC
CLOSED0136-136-100%$7.2K$0-$7.2K2026-10-22
SYM Financial Corp
CLOSED080-80-100%$4.2K$0-$4.2K2026-10-26
Stone House Investment Management, LLC
CLOSED032-32-100%$1.7K$0-$1.7K2026-10-23
Nemes Rush Group LLC
CLOSED021-21-100%$1.1K$0-$1.1K2026-11-04
Simplex Trading, LLC
CLOSED05-5-100%$263$0-$2632026-11-04
Charles Schwab Investment Management Inc
N/A—141,104,114-141,104,114-100%$7.4B———
Bank of America Corp
N/A—8,674,147-8,674,147-100%$457.6M———
Morgan Stanley
N/A—7,264,805-7,264,805-100%$383.3M———
Northwestern Mutual Wealth Management Co
N/A—6,322,811-6,322,811-100%$333.6M———
Wells Fargo & Company
N/A—5,808,291-5,808,291-100%$306.4M———
Captrust Financial Advisors
N/A—4,210,160-4,210,160-100%$222.1M———
Ameriprise Financial Inc
N/A—3,179,304-3,179,304-100%$168.7M———
Victory Capital Management Inc
N/A—2,914,968-2,914,968-100%$153.8M———
Boulay Financial Advisors, LLC
N/A—2,647,681-2,647,681-100%$139.7M———
Foster & Motley Inc
N/A—2,540,904-2,540,904-100%$134.1M———
Envestnet Asset Management Inc
N/A—2,496,264-2,496,264-100%$131.7M———
UBS Group AG
N/A—1,718,340-1,718,340-100%$90.7M———
Cetera Investment Advisers
N/A—1,680,462-1,680,462-100%$88.7M———
HighTower Advisors, LLC
N/A—1,481,192-1,481,192-100%$78.1M———
CVA Family Office, LLC
N/A—1,388,139-1,388,139-100%$73.2M———
Osaic Holdings, Inc.
N/A—1,328,711-1,328,711-100%$70.1M———
FMR LLC
N/A—1,225,873-1,225,873-100%$64.7M———
Raymond James Financial Inc
N/A—1,199,965-1,199,965-100%$63.3M———
Orion Porfolio Solutions, LLC
N/A—1,029,944-1,029,944-100%$54.3M———
Mariner, LLC
N/A—1,006,537-1,006,537-100%$53.1M———
Jane Street Group, LLC
N/A—1,000,000-1,000,000-100%$52.8M———
Focus Partners Wealth
N/A—936,764-936,764-100%$49.4M———
EP Wealth Advisors, LLC
N/A—820,057-820,057-100%$43.3M———
Pallas Capital Advisors LLC
N/A—809,830-809,830-100%$42.7M———
Leavell Investment Management, Inc.
N/A—763,756-763,756-100%$40.3M———
JPMorgan Chase & Co
N/A—704,804-704,804-100%$37.1M———
MAI Capital Management
N/A—682,536-682,536-100%$36.0M———
Royal Bank of Canada
N/A—677,623-677,623-100%$35.8M———
Geneos Wealth Management Inc.
N/A—654,333-654,333-100%$34.5M———
Wescap Management Group, Inc.
N/A—641,812-641,812-100%$33.9M———
Cerity Partners LLC
N/A—583,345-583,345-100%$31.0M———
Seven Springs Wealth Group, LLC
N/A—529,390-529,390-100%$27.9M———
Great Valley Advisor Group, Inc.
N/A—505,042-505,042-100%$26.6M———
Arax Advisory Partners
N/A—488,766-488,766-100%$25.8M———
Tradition Wealth Management, LLC
N/A—476,515-476,515-100%$25.1M———
Sequoia Financial Advisors, LLC
N/A—464,688-464,688-100%$24.5M———
&partners
N/A—430,642-430,642-100%$22.7M———
Quantinno Capital Management LP
N/A—402,882-402,882-100%$21.3M———
Latko Wealth Management, Ltd.
N/A—387,366-387,366-100%$20.4M———
HHM Wealth Advisors, LLC
N/A—381,584-381,584-100%$20.1M———
MML Investors Services, LLC
N/A—366,458-366,458-100%$19.3M———
Vestmark Advisory Solutions, Inc.
N/A—339,982-339,982-100%$17.9M———
Penserra Capital Management LLC
N/A—334,646-334,646-100%$17.7M———
Cahill Financial Advisors Inc
N/A—297,892-297,892-100%$15.7M———
Flatrock Wealth Partners LLC
N/A—292,260-292,260-100%$15.4M———
Jones Financial Companies Lllp
N/A—292,147-292,147-100%$15.4M———
SOA Wealth Advisors, Llc.
N/A—289,623-289,623-100%$15.3M———
Rockefeller Capital Management L.P.
N/A—281,960-281,960-100%$14.9M———
NewEdge Advisors, LLC
N/A—247,052-247,052-100%$13.0M———
Envestnet Portfolio Solutions, Inc.
N/A—246,517-246,517-100%$13.0M———
J.E. Simmons & Co., P.C.
N/A—232,199-232,199-100%$12.3M———
Baird Financial Group, Inc.
N/A—223,355-223,355-100%$11.8M———
Access Financial Services, Inc.
N/A—215,023-215,023-100%$11.3M———
FAS Wealth Partners, Inc.
N/A—212,016-212,016-100%$11.2M———
Forefront Wealth Partners, LLC
N/A—210,176-210,176-100%$11.1M———
Summit Financial, LLC
N/A—209,904-209,904-100%$11.1M———
Bruce G. Allen Investments, LLC
N/A—207,635-207,635-100%$11.0M———
AQR Capital Management LLC
N/A—205,857-205,857-100%$10.9M———
Peapack Gladstone Financial Corp
N/A—202,815-202,815-100%$10.7M———
IFG Advisory, LLC
N/A—200,933-200,933-100%$10.6M———
Principal Securities, Inc.
N/A—193,524-193,524-100%$10.2M———
Mercer Global Advisors Inc
N/A—188,211-188,211-100%$9.9M———
Sanctuary Advisors, LLC
N/A—178,716-178,716-100%$9.4M———
January Capital Advisors LLC
N/A—162,267-162,267-100%$8.6M———
MorganRosel Wealth Management, LLC
N/A—160,413-160,413-100%$8.5M———
Ausdal Financial Partners, Inc.
N/A—149,215-149,215-100%$7.9M———
Beacon Pointe Advisors, LLC
N/A—142,384-142,384-100%$7.5M———
Benjamin Edwards Inc
N/A—137,403-137,403-100%$7.2M———
Brooks, Moore & Associates, Inc.
N/A—137,010-137,010-100%$7.2M———
Estate Counselors, LLC
N/A—131,656-131,656-100%$6.9M———
Janney Montgomery Scott LLC
N/A—116,272-116,272-100%$6.1M———
NorthCoast Asset Management LLC
N/A—115,231-115,231-100%$6.1M———
Moneta Group Investment Advisors LLC
N/A—114,661-114,661-100%$6.0M———
Wealthspan Partners, LLC
N/A—108,833-108,833-100%$5.7M———
Equitable Holdings, Inc.
N/A—105,990-105,990-100%$5.6M———
Alesco Advisors, LLC, An ESL Co
N/A—103,581-103,581-100%$5.5M———
Empowered Funds, LLC
N/A—99,794-99,794-100%$5.3M———
Timmons Wealth Management, LLC
N/A—96,491-96,491-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—94,391-94,391-100%$5.0M———
Pinnacle Financial Partners, Inc.
N/A—93,917-93,917-100%$5.0M———
NewEdge Wealth, LLC
N/A—91,515-91,515-100%$4.8M———
Rollins Financial Advisors, LLC
N/A—89,469-89,469-100%$4.7M———
Aptus Capital Advisors, LLC
N/A—86,056-86,056-100%$4.5M———
Nicolet Bankshares Inc
N/A—85,514-85,514-100%$4.5M———
Bleakley Financial Group, LLC
N/A—84,907-84,907-100%$4.5M———
Roehl & Yi Investment Advisors, LLC
N/A—83,417-83,417-100%$4.1M———
Mendel Capital Management LLC
N/A—83,364-83,364-100%$4.4M———
IEQ Capital, LLC
N/A—82,191-82,191-100%$4.3M———
Brightwater Advisory LLC
N/A—82,120-82,120-100%$4.3M———
Focus Partners Advisor Solutions, LLC
N/A—76,191-76,191-100%$4.0M———
Castle Wealth Management LLC
N/A—75,835-75,835-100%$4.0M———
Gotham Asset Management, LLC
N/A—74,280-74,280-100%$3.9M———
UBS Asset Management Americas LLC
N/A—70,924-70,924-100%$3.7M———
Savvy Advisors, Inc.
N/A—70,046-70,046-100%$3.7M———
CIBC Bancorp USA Inc.
N/A—70,030-70,030-100%$3.7M———
Ameritas Advisory Services, LLC
N/A—68,624-68,624-100%$3.6M———
Stifel Financial Corp
N/A—64,590-64,590-100%$3.4M———
CreativeOne Wealth, LLC
N/A—61,578-61,578-100%$3.2M———
Quantum Portfolio Management LLC
N/A—61,082-61,082-100%$3.2M———
Clark Capital Management Group, Inc.
N/A—58,479-58,479-100%$3.1M———
Traub Capital Management LLC
N/A—52,983-52,983-100%$2.8M———
Guardian Wealth Advisors, LLC / NC
N/A—52,931-52,931-100%$2.8M———
QRG Capital Management, Inc.
N/A—52,796-52,796-100%$2.8M———
AssuredPartners Investment Advisors, LLC
N/A—52,656-52,656-100%$2.8M———
Sonoma Private Wealth LLC
N/A—51,238-51,238-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—50,707-50,707-100%$2.7M———
Brown Brothers Harriman & Co
N/A—49,066-49,066-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—48,656-48,656-100%$2.6M———
Aspiring Ventures, LLC
N/A—48,057-48,057-100%$2.5M———
Wealthfront Advisers LLC
N/A—47,568-47,568-100%$2.5M———
Betterment LLC
N/A—47,086-47,086-100%$2.5M———
Ciovacco Capital Management LLC
N/A—45,925-45,925-100%$2.4M———
Belpointe Asset Management LLC
N/A—45,256-45,256-100%$2.4M———
Mason Investment Advisory Services, Inc.
N/A—44,934-44,934-100%$2.4M———
Goldman Sachs Group Inc
N/A—42,709-42,709-100%$2.3M———
Bristlecone Value Partners, LLC
N/A—42,398-42,398-100%$2.2M———
Ethos Financial Group, LLC
N/A—40,499-40,499-100%$2.1M———
Cresset Asset Management, LLC
N/A—40,400-40,400-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—38,843-38,843-100%$2.0M———
IHT Wealth Management, LLC
N/A—38,721-38,721-100%$2.0M———
Western Wealth Management, LLC
N/A—38,588-38,588-100%$2.0M———
Composition Wealth, LLC
N/A—38,585-38,585-100%$2.0M———
Liberty Square Wealth Partners LLC
N/A—38,502-38,502-100%$2.0M———
RED Reef Advisors LLC
N/A—38,473-38,473-100%$2.0M———
Calton & Associates, Inc.
N/A—38,309-38,309-100%$2.0M———
Magnolia Private Wealth, LLC
N/A—38,171-38,171-100%$2.0M———
Westmount Partners, LLC
N/A—37,598-37,598-100%$2.0M———
Medallion Wealth Advisors, LLC
N/A—37,389-37,389-100%$2.0M———
Financial Engines Advisors L.L.C.
N/A—36,971-36,971-100%$2.0M———
Beto Financial Group, LLC
N/A—36,895-36,895-100%$1.9M———
Glenmede Trust Co NA
N/A—36,530-36,530-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—36,064-36,064-100%$1.9M———
Bank of Montreal
N/A—35,449-35,449-100%$1.9M———
Wealthspire Advisors, LLC
N/A—35,109-35,109-100%$1.9M———
Main Street Financial Solutions, LLC
N/A—34,911-34,911-100%$1.8M———
JT Stratford LLC
N/A—34,200-34,200-100%$1.8M———
Modern Wealth Management, LLC
N/A—33,926-33,926-100%$1.8M———
Advisory Services Network, LLC
N/A—33,408-33,408-100%$1.8M———
Argent Trust Co
N/A—32,456-32,456-100%$1.7M———
Phil A. Younker & Associates, Ltd.
N/A—31,530-31,530-100%$1.7M———
Private Advisor Group, LLC
N/A—30,918-30,918-100%$1.6M———
Carter Financial, LLC
N/A—30,914-30,914-100%$1.6M———
Index Technologies Group LLC
N/A—30,761-30,761-100%$1.6M———
Trivium Point Advisory, LLC
N/A—30,275-30,275-100%$1.6M———
Brand Asset Management Group, Inc.
N/A—30,218-30,218-100%$1.6M———
Waverly Advisors, LLC
N/A—29,237-29,237-100%$1.5M———
N.E.W. Advisory Services LLC
N/A—28,999-28,999-100%$1.5M———
Marshall Financial Group, LLC
N/A—28,417-28,417-100%$1.5M———
BlackRock, Inc.
N/A—28,212-28,212-100%$1.5M———
Nuveen, LLC
N/A—24,465-24,465-100%$1.3M———
Synergy Investment Management, LLC
N/A—24,120-24,120-100%$1.3M———
KM Capital Management Ltd.
N/A—23,956-23,956-100%$1.3M———
Menlo Advisors LLC
N/A—23,846-23,846-100%$1.3M———
WCG Wealth Advisors LLC
N/A—23,144-23,144-100%$1.2M———
National Bank of Canada
N/A—22,913-22,913-100%$1.2M———
Madison Wealth Partners, Inc
N/A—22,597-22,597-100%$1.2M———
Invst, LLC
N/A—21,876-21,876-100%$1.2M———
Security National Bank of Sioux City Iowa
N/A—21,399-21,399-100%$1.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—21,048-21,048-100%$1.1M———
Asset Management Group, Inc.
N/A—20,416-20,416-100%$1.1M———
One Capital Management, LLC
N/A—20,357-20,357-100%$996.1K———
Northern Trust Corp
N/A—19,581-19,581-100%$1.0M———
Tumwater Wealth Management, LLC
N/A—19,571-19,571-100%$1.0M———
Global Retirement Partners, LLC
N/A—19,208-19,208-100%$1.0M———
Neuberger Berman Group LLC
N/A—19,036-19,036-100%$1.0M———
Huntington National Bank
N/A—18,823-18,823-100%$993.2K———
Colonial Trust Co / SC
N/A—17,813-17,813-100%$939.8K———
Natixis Advisors, LLC
N/A—17,003-17,003-100%$897.0K———
EQ Wealth Advisors, LLC
N/A—16,867-16,867-100%$889.9K———
Francis Financial, Inc.
N/A—16,654-16,654-100%$878.7K———
Pathstone Holdings, LLC
N/A—16,597-16,597-100%$875.7K———
Perissos Private Wealth Management, LLC
N/A—16,532-16,532-100%$872.2K———
Keystone Financial Group
N/A—16,488-16,488-100%$869.9K———
Harbour Investments, Inc.
N/A—16,402-16,402-100%$865.4K———
Lbmc Investment Advisors, LLC
N/A—16,321-16,321-100%$861.1K———
Kelman-Lazarov, Inc.
N/A—16,103-16,103-100%$849.6K———
Arkadios Wealth Advisors
N/A—16,089-16,089-100%$848.8K———
United Capital Financial Advisors, LLC
N/A—16,072-16,072-100%$844.6K———
Range Advisory, LLC
N/A—15,620-15,620-100%$824.1K———
Keyvantage Wealth, LLC
N/A—15,589-15,589-100%$822.5K———
AE Wealth Management LLC
N/A—15,490-15,490-100%$817.2K———
OneDigital Investment Advisors LLC
N/A—15,374-15,374-100%$811.1K———
JMG Financial Group, Ltd.
N/A—14,949-14,949-100%$788.7K———
NorthRock Partners, LLC
N/A—14,727-14,727-100%$777.0K———
Gambit Capital Management, LLC
N/A—14,168-14,168-100%$747.5K———
VAN DEN Berg Management I, Inc
N/A—13,849-13,849-100%$730.7K———
Kane Investment Management, Inc.
N/A—13,792-13,792-100%$727.7K———
Summit Trail Advisors, LLC
N/A—13,754-13,754-100%$725.7K———
Members Trust Co
N/A—13,439-13,439-100%$709.0K———
Vanguard Advisers Inc
N/A—13,416-13,416-100%$707.8K———
Kiley Juergens Wealth Management, LLC
N/A—13,334-13,334-100%$703.5K———
Swisher Financial Concepts, Inc.
N/A—12,955-12,955-100%$683.5K———
17 Capital Partners, LLC
N/A—12,917-12,917-100%$681.5K———
Johnson Investment Counsel Inc
N/A—12,169-12,169-100%$642.0K———
Thoroughbred Financial Services, LLC
N/A—11,989-11,989-100%$632.0K———
Millstone Evans Group, LLC
N/A—11,677-11,677-100%$616.1K———
Coldstream Capital Management Inc
N/A—11,644-11,644-100%$614.3K———
Mutual Advisors, LLC
N/A—11,052-11,052-100%$583.1K———
Spartan Wealth Advisory Services LLC
N/A—10,928-10,928-100%$576.6K———
SEI Investments Co
N/A—10,898-10,898-100%$575.0K———
Capital Analysts, LLC
N/A—10,852-10,852-100%$573.0K———
LaSalle St. Investment Advisors, LLC
N/A—10,491-10,491-100%$553.5K———
Brown Advisory Inc
N/A—10,279-10,279-100%$542.3K———
Peregrine Asset Advisers, Inc.
N/A—10,094-10,094-100%$532.6K———
Founders Financial Alliance, LLC
N/A—10,070-10,070-100%$531.3K———
Ellevest, Inc.
N/A—10,014-10,014-100%$520.5K———
Round Rock Advisors LLC
N/A—9,978-9,978-100%$526.4K———
GeoWealth Management, LLC
N/A—9,586-9,586-100%$505.8K———
Rothschild Investment LLC
N/A—9,478-9,478-100%$500.0K———
Foundations Investment Advisors, LLC
N/A—9,331-9,331-100%$492.3K———
WealthCollab, LLC
N/A—9,163-9,163-100%$483.4K———
Kingsview Wealth Management, LLC
N/A—9,114-9,114-100%$480.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,990-8,990-100%$474.3K———
Security National Bank of SO DAK
N/A—8,899-8,899-100%$469.5K———
World Investment Advisors
N/A—8,677-8,677-100%$433.9K———
Freestone Capital Holdings, LLC
N/A—8,670-8,670-100%$457.4K———
SouthState Bank Corp
N/A—8,584-8,584-100%$452.9K———
Texas Yale Capital Corp.
N/A—8,461-8,461-100%$446.4K———
Advisory Alpha, LLC
N/A—8,080-8,080-100%$426.4K———
Atlantic Union Bankshares Corp
N/A—8,064-8,064-100%$425.5K———
RWA Wealth Partners, LLC
N/A—7,946-7,946-100%$419.2K———
Independent Advisor Alliance
N/A—7,704-7,704-100%$406.5K———
Clarkston Capital Partners, LLC
N/A—7,664-7,664-100%$404.4K———
Canal Capital Management, LLC
N/A—7,643-7,643-100%$403.2K———
Vision Retirement, LLC
N/A—7,583-7,583-100%$400.1K———
Harbour Investment Management LLC
N/A—7,539-7,539-100%$397.8K———
Financial Life Planners
N/A—7,422-7,422-100%$391.6K———
Klcm Advisors, Inc.
N/A—7,291-7,291-100%$384.7K———
Caerus Investment Advisors, LLC
N/A—7,270-7,270-100%$383.6K———
Berger Financial Group, Inc
N/A—7,193-7,193-100%$379.5K———
First Financial Bankshares Inc
N/A—7,155-7,155-100%$377.5K———
Curi Capital, LLC
N/A—6,949-6,949-100%$366.6K———
Regal Investment Advisors LLC
N/A—6,941-6,941-100%$366.2K———
Brio Consultants, LLC
N/A—6,913-6,913-100%$364.7K———
Elgethun Capital Management
N/A—6,720-6,720-100%$354.6K———
Front Row Advisors LLC
N/A—6,624-6,624-100%$364.9K———
Vanguard National Trust Co
N/A—6,593-6,593-100%$347.8K———
Advyzon Investment Management, LLC
N/A—6,445-6,445-100%$340.0K———
Steward Partners Investment Advisory, LLC
N/A—6,435-6,435-100%$339.5K———
Squarepoint Ops LLC
N/A—6,287-6,287-100%$331.7K———
Transamerica Financial Advisors, LLC
N/A—6,250-6,250-100%$329.8K———
Elite Financial, Inc.
N/A—6,212-6,212-100%$327.0K———
SageView Advisory Group, LLC
N/A—6,203-6,203-100%$327.3K———
Evercore Wealth Management, LLC
N/A—6,186-6,186-100%$326.4K———
Empower Advisory Group, LLC
N/A—6,126-6,126-100%$323.2K———
CFO4Life Group, LLC
N/A—6,118-6,118-100%$322.8K———
Whittier Trust Co
N/A—6,021-6,021-100%$322.3K———
Icon Wealth Advisors, LLC
N/A—5,851-5,851-100%$308.7K———
Mayflower Financial Advisors, LLC
N/A—5,843-5,843-100%$308.3K———
Sfmg, LLC
N/A—5,690-5,690-100%$300.2K———
Morris Financial Concepts, Inc.
N/A—5,620-5,620-100%$296.5K———
Coastwise Capital Group, LLC
N/A—5,591-5,591-100%$295.0K———
McCartney Wealth Management LLC
N/A—5,560-5,560-100%$293.3K———
Caprock Group, LLC
N/A—5,491-5,491-100%$289.7K———
Lafayette Investments, Inc.
N/A—5,046-5,046-100%$266.2K———
Empirical Asset Management, LLC
N/A—4,982-4,982-100%$262.9K———
Gladstone Institutional Advisory LLC
N/A—4,737-4,737-100%$249.9K———
Red Door Wealth Management, LLC
N/A—4,735-4,735-100%$249.8K———
Destination Wealth Management
N/A—4,715-4,715-100%$248.7K———
Hutchinson Capital Management
N/A—4,700-4,700-100%$248.0K———
Fortune Financial Advisors, LLC
N/A—4,638-4,638-100%$244.7K———
Gateway Wealth Partners, LLC
N/A—4,633-4,633-100%$244.5K———
Fortis Advisors, LLC
N/A—4,606-4,606-100%$243.0K———
Ancora Advisors LLCA
N/A—4,585-4,585-100%$241.9K———
Private Wealth Asset Management, LLC
N/A—4,575-4,575-100%$241.4K———
Chevy Chase Trust Holdings, LLC
N/A—4,510-4,510-100%$237.9K———
Mpwm Advisory Solutions, LLC
N/A—4,497-4,497-100%$237.3K———
5T Wealth, LLC
N/A—4,461-4,461-100%$235.4K———
TD Capital Management LLC
N/A—4,461-4,461-100%$235.4K———
Kintra Wealth, LLC
N/A—4,338-4,338-100%$240.6K———
Beacon Bridge Wealth Partners, LLC
N/A—4,193-4,193-100%$221.2K———
Franklin Resources Inc
N/A—4,190-4,190-100%$221.1K———
Concentrum Wealth Management
N/A—4,145-4,145-100%$218.7K———
Smithfield Trust Co
N/A—4,040-4,040-100%$213.0K———
MJP Associates Inc
N/A—4,001-4,001-100%$211.1K———
Howe & Rusling Inc
N/A—3,988-3,988-100%$210.4K———
HRT Financial LP
N/A—3,800-3,800-100%$200.0K———
Anchor Investment Management, LLC
N/A—3,761-3,761-100%$198.4K———
Peak Retirement Planning, Inc.
N/A—3,613-3,613-100%$190.6K———
Colonial Trust Advisors
N/A—3,232-3,232-100%$170.5K———
Smartleaf Asset Management LLC
N/A—3,104-3,104-100%$163.3K———
Proffitt & Goodson Inc
N/A—2,545-2,545-100%$134.3K———
Cascades Capital Asset Management, LLC
N/A—2,002-2,002-100%$105.6K———
Godfrey Financial Associates, Inc.
N/A—1,977-1,977-100%$104.3K———
Continuum Advisory, LLC
N/A—1,963-1,963-100%$103.6K———
Glassman Wealth Services
N/A—1,947-1,947-100%$102.7K———
Integrity Financial Corp
N/A—1,941-1,941-100%$102.4K———
1 North Wealth Services LLC
N/A—1,915-1,915-100%$101.0K———
PlanVest Financial, Inc
N/A—1,775-1,775-100%$93.6K———
Dunhill Financial, LLC
N/A—1,746-1,746-100%$92.1K———
BOK Financial Private Wealth, Inc.
N/A—1,719-1,719-100%$90.7K———
Manning & Napier Advisors LLC
N/A—1,709-1,709-100%$89.9K———
Fiduciary Financial Advisors
N/A—1,695-1,695-100%$89.4K———
Parvin Asset Management, LLC
N/A—1,557-1,557-100%$82.1K———
Leo H. Evart, Inc.
N/A—1,493-1,493-100%$78.8K———
Caitlin John, LLC
N/A—1,493-1,493-100%$78.8K———
Johnson Financial Group, Inc.
N/A—1,463-1,463-100%$77.2K———
Operose Advisors LLC
N/A—1,339-1,339-100%$70.6K———
SHP Wealth Management
N/A—1,245-1,245-100%$65.7K———
Cardiff Park Advisors, LLC
N/A—1,200-1,200-100%$63.3K———
Bartlett & Co. Wealth Management LLC
N/A—1,114-1,114-100%$58.8K———
Oakmont Advisory Group, LLC
N/A—1,009-1,009-100%$53.2K———
BFC Planning, Inc.
N/A—1,007-1,007-100%$53.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,007-1,007-100%$53.1K———
Steigerwald, Gordon & Koch Inc.
N/A—920-920-100%$48.5K———
HM Payson & Co
N/A—808-808-100%$42.6K———
Allied Private Wealth LLC
N/A—759-759-100%$40.0K———
Quent Capital, LLC
N/A—725-725-100%$38.3K———
Nalls Sherbakoff Group, LLC
N/A—724-724-100%$38.2K———
Bellevue Asset Management, LLC
N/A—723-723-100%$38.1K———
Crewe Advisors LLC
N/A—669-669-100%$35.3K———
Oxford Financial Group, Ltd. LLC
N/A—621-621-100%$32.8K———
Motco
N/A—619-619-100%$32.7K———
JPL Wealth Management, LLC
N/A—613-613-100%$32.3K———
JDM Financial Group LLC
N/A—560-560-100%$29.5K———
Pinney & Scofield, Inc.
N/A—558-558-100%$29.4K———
Delta Asset Management LLC
N/A—452-452-100%$23.8K———
MidFirst Bank
N/A—426-426-100%$22.5K———
Paladin Advisory Group, LLC
N/A—401-401-100%$21.2K———
Hantz Financial Services, Inc.
N/A—347-347-100%$18———
Rialto Wealth Management, LLC
N/A—321-321-100%$16.9K———
Harborfront Financial Group LLC
N/A—252-252-100%$13.3K———
Frazier Financial Advisors, LLC
N/A—245-245-100%$12.9K———
Tiaa Wealth Investment Management LLC
N/A—232-232-100%$12.2K———
Strategic Wealth Partners, Ltd.
N/A—230-230-100%$12.1K———
Napier Financial, LLC
N/A—214-214-100%$11.3K———
FWL Investment Management, LLC
N/A—213-213-100%$11.2K———
Federation des caisses Desjardins du Quebec
N/A—192-192-100%$10.1K———
Mark Sheptoff Financial Planning, LLC
N/A—185-185-100%$9.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—157-157-100%$8.3K———
Greykasell Wealth Strategies, Inc.
N/A—152-152-100%$8.0K———
Keating Financial Advisory Services, Inc.
N/A—149-149-100%$7.9K———
Anchor Bay Capital, Inc.
N/A—145-145-100%$8.0K———
Bessemer Group Inc
N/A—144-144-100%$8———
Ameriflex Group, Inc.
N/A—142-142-100%$7.5K———
Wiser Advisor Group LLC
N/A—140-140-100%$7.4K———
Bogart Wealth, LLC
N/A—138-138-100%$7.3K———
Cordant, Inc.
N/A—83-83-100%$4.4K———
Prosperity Bancshares Inc
N/A—78-78-100%$4.1K———
Graney & King, LLC
N/A—49-49-100%$2.6K———
Lowe Brockenbrough & Co Inc
N/A—40-40-100%$2.1K———
Meramec Financial Planners, LLC
N/A—37-37-100%$2.0K———
Mcguire Capital Advisors Inc
N/A—35-35-100%$1.8K———
Strategic Investment Solutions, Inc.
N/A—20-20-100%$1.1K———
Basepoint Wealth LLC
N/A—16-16-100%$849———
Whittier Trust Co of Nevada Inc
N/A—8-8-100%$424———
GW&K Investment Management, LLC
N/A—7-7-100%$0———
Logan Capital Management Inc
N/A—1-1-100%$36———
Showing 936 of 936 institutions