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Schwab Fndmntl US LRG Co ETF (FNDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
INCREASED
Shares16,336,037 from 15,268,868
Change+1,067,169 (+7%)
Value$514.1M (+$39.2M)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares11,114,635 from 10,931,518
Change+183,117 (+2%)
Value$349.8M (+$9.8M)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,002,111 from 7,473,354
Change+528,757 (+7%)
Value$251.8M (+$19.4M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares7,952,199 from 6,260,653
Change+1,691,546 (+27%)
Value$250.3M (+$55.5M)
Filed 2026-11-06
Steele Capital Management, Inc.
INCREASED
Shares6,429,828 from 6,423,407
Change+6,421 (+0%)
Value$202.3M (+$2.6M)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares3,574,246 from 3,606,725
Change-32,479 (-1%)
Value$112.5M (+$312.4K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares3,267,139 from 3,196,711
Change+70,428 (+2%)
Value$102.8M (+$3.4M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,989,290 from 2,278,635
Change+710,655 (+31%)
Value$94.1K (-$70.8M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares2,842,397 from 2,922,172
Change-79,775 (-3%)
Value$89.5M (-$1.4M)
Filed 2026-11-04
Gemmer Asset Management LLC
DECREASED
Shares2,676,976 from 2,688,126
Change-11,150 (0%)
Value$84.2M (+$643.7K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares2,671,587 from 2,707,265
Change-35,678 (-1%)
Value$86.5M (+$2.3M)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares2,483,015 from 1,959,498
Change+523,517 (+27%)
Value$78.1M (+$17.2M)
Filed 2026-10-14
Reston Wealth Management LLC
DECREASED
Shares2,355,179 from 2,366,034
Change-10,855 (0%)
Value$74.1M (+$533.8K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares2,236,608 from 2,202,691
Change+33,917 (+2%)
Value$70.4M (+$1.9M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares2,202,837 from 2,178,826
Change+24,011 (+1%)
Value$69.3M (+$1.6M)
Filed 2026-11-02
Lee Financial Co
INCREASED
Shares2,198,333 from 2,177,038
Change+21,295 (+1%)
Value$69.2M (+$1.5M)
Filed 2026-10-16
True North Advisors, LLC
INCREASED
Shares2,163,768 from 2,140,879
Change+22,889 (+1%)
Value$68.1M (+$1.5M)
Filed 2026-10-22
Prairiewood Capital, LLC
INCREASED
Shares2,018,681 from 1,973,737
Change+44,944 (+2%)
Value$63.5M (+$2.1M)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares1,855,004 from 1,814,296
Change+40,708 (+2%)
Value$58.4M (+$2.0M)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares1,745,248 from 1,742,873
Change+2,375 (+0%)
Value$56.1M (+$1.0M)
Filed 2026-10-16
Tanglewood Wealth Management, Inc.
INCREASED
Shares1,738,525 from 1,719,646
Change+18,879 (+1%)
Value$54.7M (+$1.2M)
Filed 2026-10-23
Ashford Advisors, LLC
DECREASED
Shares1,732,572 from 1,828,254
Change-95,682 (-5%)
Value$54.5M (-$2.3M)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
INCREASED
Shares1,695,367 from 1,650,796
Change+44,571 (+3%)
Value$53.4M (+$2.0M)
Filed 2026-11-06
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares1,663,473 from 1,694,633
Change-31,160 (-2%)
Value$52.3M (-$353.6K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares1,540,238 from 1,530,215
Change+10,023 (+1%)
Value$48.5M (+$881.6K)
Filed 2026-10-29
TTP Investments, Inc.
NEW
Shares1,512,077
Change+1,512,077
Value$47.6M
Filed 2026-10-30
Resonant Capital Advisors, LLC
DECREASED
Shares1,392,485 from 1,424,766
Change-32,281 (-2%)
Value$43.8M (-$488.7K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares1,130,046 from 1,152,222
Change-22,176 (-2%)
Value$35.6M (-$271.6K)
Filed 2026-11-02
PTM Wealth Management, LLC
INCREASED
Shares1,126,671 from 1,111,614
Change+15,057 (+1%)
Value$36.1M (+$1.0M)
Filed 2026-10-23
Richardson Capital Management LLC
INCREASED
Shares1,050,606 from 1,032,253
Change+18,353 (+2%)
Value$33.1M (+$959.5K)
Filed 2026-10-23
Certified Advisory Corp
INCREASED
Shares1,049,620 from 979,820
Change+69,800 (+7%)
Value$33.0M (+$2.6M)
Filed 2026-10-29
Allen Wealth Management, LLC
INCREASED
Shares1,047,891 from 1,005,844
Change+42,047 (+4%)
Value$33.0M (+$1.7M)
Filed 2026-10-29
First Community Trust NA
INCREASED
Shares1,005,298 from 2,979
Change+1,002,319 (+33646%)
Value$31.6M (+$31.5M)
Filed 2026-10-07
Berman McAleer LLC
DECREASED
Shares973,941 from 985,797
Change-11,856 (-1%)
Value$30.6M (-$8.4K)
Filed 2026-10-16
Solitude Financial Services
INCREASED
Shares964,022 from 945,622
Change+18,400 (+2%)
Value$30.3M (+$928.9K)
Filed 2026-10-26
Moller Wealth Partners
INCREASED
Shares962,548 from 958,661
Change+3,887 (+0%)
Value$30.3M (+$477.0K)
Filed 2026-10-15
Wealth Forward, LLC
INCREASED
Shares960,309 from 619,404
Change+340,905 (+55%)
Value$30.2M (+$11.0M)
Filed 2026-10-14
Planned Solutions, Inc.
DECREASED
Shares959,263 from 1,034,102
Change-74,839 (-7%)
Value$30.2M (-$2.0M)
Filed 2026-10-19
TruNorth Capital Management, LLC
INCREASED
Shares958,827 from 949,267
Change+9,560 (+1%)
Value$30.2M (+$652.1K)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares818,280 from 828,961
Change-10,681 (-1%)
Value$25.8M (-$29.4K)
Filed 2026-10-21
Firestone Capital Management
DECREASED
Shares765,742 from 783,413
Change-17,671 (-2%)
Value$24.1M (-$266.3K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares754,377 from 747,950
Change+6,427 (+1%)
Value$23.7M (+$479.0K)
Filed 2026-10-07
Your Advocates Ltd., LLP
DECREASED
Shares742,028 from 754,822
Change-12,794 (-2%)
Value$23.4M (-$123.4K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
INCREASED
Shares737,612 from 737,035
Change+577 (+0%)
Value$23.2M (+$290.9K)
Filed 2026-10-22
Cabot Wealth Management Inc
INCREASED
Shares737,435 from 729,227
Change+8,208 (+1%)
Value$23.2M (+$528.1K)
Filed 2026-11-05
Aufman Associates Inc
INCREASED
Shares731,629 from 699,040
Change+32,589 (+5%)
Value$23.0M (+$1.3M)
Filed 2026-11-04
Pennsylvania Capital Management Inc
INCREASED
Shares702,670 from 698,020
Change+4,650 (+1%)
Value$22.1M (+$404.6K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares679,810 from 659,630
Change+20,180 (+3%)
Value$21.4M (+$879.1K)
Filed 2026-10-19
Envision Financial LLC
INCREASED
Shares661,197 from 618,699
Change+42,498 (+7%)
Value$20.8M (+$1.6M)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
DECREASED
Shares644,605 from 660,586
Change-15,981 (-2%)
Value$20.3M (-$258.5K)
Filed 2026-10-14
VVR Holdings LLC
INCREASED
Shares632,864 from 617,012
Change+15,852 (+3%)
Value$19.9M (+$727.2K)
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares624,571 from 569,600
Change+54,971 (+10%)
Value$19.7M (+$1.9M)
Filed 2026-10-20
Northland Capital Management LLC
INCREASED
Shares623,120 from 608,030
Change+15,090 (+2%)
Value$19.6M (+$699.9K)
Filed 2026-10-15
Strata Wealth Advisors, LLC
INCREASED
Shares621,984 from 617,597
Change+4,387 (+1%)
Value$19.6M (+$366.6K)
Filed 2026-10-16
White Pine Investment Co
INCREASED
Shares619,801 from 617,762
Change+2,039 (+0%)
Value$19.5K (-$19.2M)
Filed 2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares584,694 from 396,028
Change+188,666 (+48%)
Value$18.4M (+$6.1M)
Filed 2026-10-28
Williams Financial, LLC
INCREASED
Shares558,321 from 553,422
Change+4,899 (+1%)
Value$17.6M (+$358.9K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares555,646 from 542,991
Change+12,655 (+2%)
Value$17.5M (+$943.4K)
Filed 2026-11-06
Sellwood Investment Partners LLC
DECREASED
Shares517,941 from 557,233
Change-39,292 (-7%)
Value$16.3M (-$1.0M)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED
Shares502,820 from 455,404
Change+47,416 (+10%)
Value$15.8M (+$1.7M)
Filed 2026-10-30
Equity Wealth Partners, LLC
INCREASED
Shares496,447 from 483,474
Change+12,973 (+3%)
Value$15.6M (+$587.1K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares488,361 from 440,070
Change+48,291 (+11%)
Value$15.7M (+$1.8M)
Filed 2026-10-13
Lakewood Asset Management LLC
INCREASED
Shares430,314 from 397,708
Change+32,606 (+8%)
Value$13.5M (+$1.2M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares422,803 from 404,248
Change+18,555 (+5%)
Value$13.3K (-$12.6M)
Filed 2026-10-26
Archford Capital Strategies, LLC
INCREASED
Shares422,761 from 416,168
Change+6,593 (+2%)
Value$13.3M (+$361.4K)
Filed 2026-10-19
Cedar Point Capital Partners, LLC
DECREASED
Shares422,453 from 423,019
Change-566 (0%)
Value$13.3M (+$138.7K)
Filed 2026-10-29
Sterling Financial Planning, Inc.
DECREASED
Shares415,377 from 418,339
Change-2,962 (-1%)
Value$13.1M (+$61.6K)
Filed 2026-10-28
Arcadia Investment Advisors LLC
DECREASED
Shares408,127 from 409,014
Change-887 (0%)
Value$12.8M (+$123.4K)
Filed 2026-10-13
Collective Family Office LLC
INCREASED
Shares402,400 from 392,961
Change+9,439 (+2%)
Value$12.7M (+$442.5K)
Filed 2026-10-05
Alhambra Investment Management LLC
DECREASED
Shares392,445 from 394,513
Change-2,068 (-1%)
Value$12.4M (+$80.9K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares377,541 from 432,693
Change-55,152 (-13%)
Value$11.9M (-$1.6M)
Filed 2026-11-06
Breakwater Capital Group
INCREASED
Shares368,368 from 326,127
Change+42,241 (+13%)
Value$11.6M (+$1.4M)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares368,293 from 342,977
Change+25,316 (+7%)
Value$11.6M (+$923.6K)
Filed 2026-11-02
Milestone Investment Advisors LLC
DECREASED
Shares350,841 from 352,730
Change-1,889 (-1%)
Value$11.0M (+$71.1K)
Filed 2026-11-05
Arlington Financial Advisors, LLC
DECREASED
Shares343,407 from 347,092
Change-3,685 (-1%)
Value$10.8M (+$12.4K)
Filed 2026-10-19
BCS Wealth Management
INCREASED
Shares317,023 from 280,104
Change+36,919 (+13%)
Value$10.0M (+$1.3M)
Filed 2026-11-03
Guardian Financial Partners, LLC
DECREASED
Shares309,221 from 313,049
Change-3,828 (-1%)
Value$9.7M (-$4.6K)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares305,030 from 282,455
Change+22,575 (+8%)
Value$9.6M (+$814.9K)
Filed 2026-10-26
Darrow Company, Inc.
INCREASED
Shares295,963 from 294,344
Change+1,619 (+1%)
Value$9.3M (+$164.9K)
Filed 2026-10-22
RHS Financial, LLC
DECREASED
Shares288,838 from 297,927
Change-9,089 (-3%)
Value$9.1M (-$175.8K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares277,989 from 277,989
Change0 (0%)
Value$8.7M (+$102.9K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
DECREASED
Shares277,093 from 286,161
Change-9,068 (-3%)
Value$8.7M (-$179.5K)
Filed 2026-11-02
Stillwater Wealth Management Group
INCREASED
Shares275,654 from 235,333
Change+40,321 (+17%)
Value$8.7M (+$1.4M)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares272,995 from 273,674
Change-679 (0%)
Value$8.6M (+$79.9K)
Filed 2026-10-22
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares272,866 from 243,240
Change+29,626 (+12%)
Value$8.6M (+$1.0M)
Filed 2026-10-14
Novem Group
DECREASED
Shares267,276 from 269,946
Change-2,670 (-1%)
Value$8.4M (+$15.9K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares254,488 from 219,963
Change+34,525 (+16%)
Value$8.0M (+$1.2M)
Filed 2026-11-04
Cowa, LLC
DECREASED
Shares237,780 from 239,072
Change-1,292 (-1%)
Value$7.5M (+$47.8K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares233,089 from 247,381
Change-14,292 (-6%)
Value$7.3M (-$358.3K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares230,445
Change+230,445
Value$7.3M
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares229,264 from 226,934
Change+2,330 (+1%)
Value$7.2M (+$157.3K)
Filed 2026-11-02
Argos Wealth Advisors, LLC
DECREASED
Shares228,106 from 229,163
Change-1,057 (0%)
Value$7.2M (+$51.5K)
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares227,037 from 214,467
Change+12,570 (+6%)
Value$7.1M (+$474.9K)
Filed 2026-10-14
IFC & Insurance Marketing, Inc.
DECREASED
Shares221,870 from 281,542
Change-59,672 (-21%)
Value$7.0M (-$1.8M)
Filed 2026-10-16
Succession Financial, Inc.
INCREASED
Shares218,205 from 124,191
Change+94,014 (+76%)
Value$6.9M (+$3.0M)
Filed 2026-10-14
Journey Advisory Group, LLC
DECREASED
Shares218,159 from 234,993
Change-16,834 (-7%)
Value$6.9M (-$442.8K)
Filed 2026-11-04
BFI Wealth Solutions, LLC
DECREASED
Shares216,672 from 231,563
Change-14,891 (-6%)
Value$7.1M (-$73.0K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
INCREASED
Shares216,291 from 215,491
Change+800 (+0%)
Value$6.8M (+$104.9K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares195,157 from 167,628
Change+27,529 (+16%)
Value$6.1M (+$928.4K)
Filed 2026-11-04
Compass Financial Group, Inc
INCREASED
Shares194,607 from 63,157
Change+131,450 (+208%)
Value$6.1M (+$4.2M)
Filed 2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED
Shares190,322 from 184,571
Change+5,751 (+3%)
Value$6.0M (+$249.3K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares190,173 from 159,917
Change+30,256 (+19%)
Value$6.0M (+$1.0M)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares183,589 from 181,401
Change+2,188 (+1%)
Value$5.7M (+$68.1K)
Filed 2026-11-06
Centurion Wealth Management LLC
NEW
Shares173,299
Change+173,299
Value$5.5M
Filed 2026-10-13
Stage Harbor Financial, LLC
DECREASED
Shares172,457 from 178,629
Change-6,172 (-3%)
Value$5.4M (-$128.1K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares171,346 from 186,856
Change-15,510 (-8%)
Value$5.4M (-$419.0K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
INCREASED
Shares168,757 from 167,354
Change+1,403 (+1%)
Value$5.3M (+$106.1K)
Filed 2026-10-28
Droms Strauss Advisors Inc
DECREASED
Shares168,707 from 169,687
Change-980 (-1%)
Value$5.3M (+$32.0K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
INCREASED
Shares168,411 from 165,667
Change+2,744 (+2%)
Value$5.3M (+$147.7K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares168,118 from 179,678
Change-11,560 (-6%)
Value$5.3M (-$297.3K)
Filed 2026-10-14
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares166,695 from 169,794
Change-3,099 (-2%)
Value$5.2M (-$34.7K)
Filed 2026-10-14
Blueprint Investment Partners LLC
DECREASED
Shares163,784 from 168,153
Change-4,369 (-3%)
Value$5.2M (-$75.3K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares163,784 from 166,468
Change-2,684 (-2%)
Value$5.2M (-$22.9K)
Filed 2026-10-28
Cathy Pareto & Associates, Inc
INCREASED
Shares162,659 from 149,823
Change+12,836 (+9%)
Value$5.1M (+$459.4K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares161,323 from 191,841
Change-30,518 (-16%)
Value$5.1M (-$987.3K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares159,156 from 41,190
Change+117,966 (+286%)
Value$5.0M (+$3.7M)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares158,404 from 145,745
Change+12,659 (+9%)
Value$5.2M (+$648.7K)
Filed 2026-11-04
Fortitude Family Office, LLC
DECREASED
Shares155,673 from 156,641
Change-968 (-1%)
Value$4.9M (+$27.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares151,117 from 142,262
Change+8,855 (+6%)
Value$4.8M (+$331.3K)
Filed 2026-10-16
Cidel Asset Management Inc
DECREASED
Shares148,877 from 155,097
Change-6,220 (-4%)
Value$4.7M (-$138.4K)
Filed 2026-10-29
Valmark Advisers, Inc.
INCREASED
Shares148,547 from 141,614
Change+6,933 (+5%)
Value$4.7M (+$270.6K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares146,838 from 154,216
Change-7,378 (-5%)
Value$4.6M (-$175.1K)
Filed 2026-10-29
WIN Advisors, Inc
NEW
Shares146,147
Change+146,147
Value$4.6M
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares146,107 from 207,214
Change-61,107 (-29%)
Value$4.6M (-$1.8M)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares142,647 from 136,979
Change+5,668 (+4%)
Value$4.5M (+$229.0K)
Filed 2026-10-08
Carnegie Investment Counsel
INCREASED
Shares141,197 from 132,510
Change+8,687 (+7%)
Value$4.4M (+$322.4K)
Filed 2026-10-20
Mattern Wealth Management LLC
INCREASED
Shares130,000 from 120,000
Change+10,000 (+8%)
Value$4.1M (+$359.1K)
Filed 2026-11-04
Warner Financial, Inc
INCREASED
Shares129,245 from 125,438
Change+3,807 (+3%)
Value$4.1M (+$166.2K)
Filed 2026-11-06
Cambridge Advisors Inc.
INCREASED
Shares127,291 from 127,243
Change+48 (+0%)
Value$4.0M (+$48.6K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares125,618 from 104,729
Change+20,889 (+20%)
Value$4.0M (+$1.0M)
Filed 2026-10-13
Cutler Investment Counsel LLC
INCREASED
Shares125,525 from 112,177
Change+13,348 (+12%)
Value$4.0M (+$461.6K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
DECREASED
Shares118,549 from 121,702
Change-3,153 (-3%)
Value$3.7M (-$54.2K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares114,715 from 53,588
Change+61,127 (+114%)
Value$3.6M (+$1.9M)
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares112,391 from 103,246
Change+9,145 (+9%)
Value$3.5M (+$326.0K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares110,274 from 110,049
Change+225 (+0%)
Value$3.5M (+$47.8K)
Filed 2026-10-27
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares109,858 from 110,558
Change-700 (-1%)
Value$3.5M (+$18.9K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares109,431 from 103,049
Change+6,382 (+6%)
Value$3.4M (+$239.0K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares109,293 from 21,477
Change+87,816 (+409%)
Value$3.4M (+$2.8M)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares107,407 from 108,397
Change-990 (-1%)
Value$3.4M (+$8.9K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares104,678 from 119,609
Change-14,931 (-12%)
Value$3.3M (-$425.6K)
Filed 2026-11-05
Kings Path Partners LLC
DECREASED
Shares98,975 from 99,912
Change-937 (-1%)
Value$3.1M (+$7.5K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
INCREASED
Shares98,808 from 74,556
Change+24,252 (+33%)
Value$3.1M (+$790.8K)
Filed 2026-10-23
SteelPeak Wealth, LLC
DECREASED
Shares97,978 from 99,464
Change-1,486 (-1%)
Value$3.1M (-$10.0K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares95,741 from 92,877
Change+2,864 (+3%)
Value$3.0M (+$124.5K)
Filed 2026-10-08
Mezzasalma Advisors, LLC
INCREASED
Shares88,841 from 86,912
Change+1,929 (+2%)
Value$2.5M (+$86.5K)
Filed 2026-10-14
Briggs Wealth Management, Inc
INCREASED
Shares88,559 from 71,026
Change+17,533 (+25%)
Value$2.8M (+$578.0K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares86,846 from 83,967
Change+2,879 (+3%)
Value$2.7M (+$121.7K)
Filed 2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED
Shares85,748 from 85,748
Change0 (0%)
Value$2.7M (+$31.7K)
Filed 2026-10-28
Curtis Advisory Group, LLC
INCREASED
Shares82,979 from 81,603
Change+1,376 (+2%)
Value$2.6M (+$73.5K)
Filed 2026-10-28
Asset Advisory Group, Inc.
INCREASED
Shares82,013 from 81,671
Change+342 (+0%)
Value$2.6M (+$41.0K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares80,975 from 82,103
Change-1,128 (-1%)
Value$2.5M (-$5.1K)
Filed 2026-10-30
R. W. Roge & Company, Inc.
DECREASED
Shares79,079 from 79,260
Change-181 (0%)
Value$2.5K (-$2.5M)
Filed 2026-11-04
YHB Investment Advisors, Inc.
INCREASED
Shares77,941 from 65,000
Change+12,941 (+20%)
Value$2.5M (+$431.3K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
INCREASED
Shares74,710 from 74,519
Change+191 (+0%)
Value$2.4M (+$33.6K)
Filed 2026-10-08
Catalyst Financial Partners LLC
INCREASED
Shares73,153 from 35,210
Change+37,943 (+108%)
Value$2.3M (+$1.2M)
Filed 2026-11-06
Maseco LLP
DECREASED
Shares72,661 from 78,421
Change-5,760 (-7%)
Value$2.3M (-$151.4K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares70,728 from 70,728
Change0 (0%)
Value$2.2M (+$26.2K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares67,857 from 67,766
Change+91 (+0%)
Value$2.1M (+$28.0K)
Filed 2026-10-26
Sheets Smith Wealth Management
DECREASED
Shares67,590 from 68,427
Change-837 (-1%)
Value$2.1M (-$1.0K)
Filed 2026-10-16
Go Invest LLC
INCREASED
Shares66,672 from 58,586
Change+8,086 (+14%)
Value$2.1M (+$276.2K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
DECREASED
Shares65,871 from 72,834
Change-6,963 (-10%)
Value$2.1M (-$192.2K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares65,592 from 65,443
Change+149 (+0%)
Value$2.1M (+$28.9K)
Filed 2026-10-23
Nabity-Jensen Investment Management Inc
INCREASED
Shares64,971 from 64,624
Change+347 (+1%)
Value$2.0M (+$34.8K)
Filed 2026-10-23
Harbor Group, Inc.
DECREASED
Shares64,928 from 64,945
Change-17 (0%)
Value$2.0M (+$23.5K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares64,900 from 65,586
Change-686 (-1%)
Value$2.0M (+$2.7K)
Filed 2026-10-16
Bulwark Capital Corp
DECREASED
Shares63,919 from 63,961
Change-42 (0%)
Value$2.0M (+$22.3K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares62,635 from 56,978
Change+5,657 (+10%)
Value$2.0M (+$199.1K)
Filed 2026-10-22
InTrack Investment Management Inc
INCREASED
Shares62,287 from 61,589
Change+698 (+1%)
Value$2.0M (+$44.8K)
Filed 2026-10-15
Midland Wealth Advisors, LLC
DECREASED
Shares62,153 from 62,937
Change-784 (-1%)
Value$2.0M (-$1.4K)
Filed 2026-10-26
Perryman Financial Advisory Inc
INCREASED
Shares61,575 from 55,937
Change+5,638 (+10%)
Value$1.9M (+$198.1K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares61,329 from 48,999
Change+12,330 (+25%)
Value$1.9M (+$406.1K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares59,994 from 61,621
Change-1,627 (-3%)
Value$2.0M (+$24.0K)
Filed 2026-10-27
Directional Asset Management
INCREASED
Shares58,721 from 58,524
Change+197 (+0%)
Value$1.8M (+$27.8K)
Filed 2026-10-22
Citizens National Bank Trust Department
INCREASED
Shares56,589 from 54,677
Change+1,912 (+4%)
Value$1.8M (+$80.4K)
Filed 2026-11-04
Whipplewood Advisors, LLC
DECREASED
Shares56,575 from 57,624
Change-1,049 (-2%)
Value$1.8M (-$11.7K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares55,825 from 53,944
Change+1,881 (+3%)
Value$1.8M (+$79.2K)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares54,906 from 50,766
Change+4,140 (+8%)
Value$1.7M (+$149.1K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares54,749 from 54,749
Change0 (0%)
Value$1.7M (+$20.3K)
Filed 2026-10-27
Financial Planning Hawaii, Inc.
INCREASED
Shares54,428 from 48,296
Change+6,132 (+13%)
Value$1.7M (+$210.8K)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
INCREASED
Shares53,149 from 51,342
Change+1,807 (+4%)
Value$1.7M (+$75.8K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares53,095 from 27,800
Change+25,295 (+91%)
Value$1.7M (+$806.3K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares52,479 from 52,552
Change-73 (0%)
Value$1.7M (+$17.1K)
Filed 2026-10-28
Diversified Management Inc
INCREASED
Shares51,287 from 45,475
Change+5,812 (+13%)
Value$1.6M (+$199.7K)
Filed 2026-10-08
Nations Financial Group Inc,
INCREASED
Shares50,300 from 47,546
Change+2,754 (+6%)
Value$1.6M (+$104.3K)
Filed 2026-11-05
Yoder Wealth Management, Inc.
UNCHANGED
Shares49,722 from 49,722
Change0 (0%)
Value$1.6M (+$18.4K)
Filed 2026-10-13
Values Added Financial LLC
UNCHANGED
Shares49,704 from 49,704
Change0 (0%)
Value$1.6M (+$18.4K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares49,262 from 32,447
Change+16,815 (+52%)
Value$1.6M (+$541.2K)
Filed 2026-10-08
AMI Investment Management Inc
UNCHANGED
Shares48,309 from 48,309
Change0 (0%)
Value$1.5M (+$17.9K)
Filed 2026-10-27
Salem Investment Counselors Inc
INCREASED
Shares47,953 from 47,675
Change+278 (+1%)
Value$1.5M (+$26.4K)
Filed 2026-10-13
Parsons Capital Management Inc
NEW
Shares47,664
Change+47,664
Value$1.5M
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares47,434 from 35,536
Change+11,898 (+33%)
Value$1.5M (+$387.6K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares47,022 from 46,888
Change+134 (+0%)
Value$1.5M (+$21.6K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares46,393 from 36,798
Change+9,595 (+26%)
Value$1.5M (+$326.2K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
NEW
Shares45,890
Change+45,890
Value$1.4M
Filed 2026-11-03
Valley National Advisers Inc
DECREASED
Shares45,794 from 45,820
Change-26 (0%)
Value$1.4M (+$16.1K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares45,719 from 45,718
Change+1 (0%)
Value$1.4M (+$16.9K)
Filed 2026-10-23
Kuhn & Co Investment Counsel
UNCHANGED
Shares45,507 from 45,507
Change0 (0%)
Value$1.4M (+$16.8K)
Filed 2026-10-29
McGrath & Associates, Inc.
DECREASED
Shares45,122 from 48,615
Change-3,493 (-7%)
Value$1.4M (-$91.9K)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares44,101 from 43,793
Change+308 (+1%)
Value$1.4M (+$25.9K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares43,830 from 43,829
Change+1 (0%)
Value$1.4M (+$16.3K)
Filed 2026-10-29
Ballast Financial Advisors LLC
DECREASED
Shares43,739 from 44,248
Change-509 (-1%)
Value$1.4M (+$353)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares42,723 from 38,934
Change+3,789 (+10%)
Value$1.3M (+$133.6K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares42,583 from 31,759
Change+10,824 (+34%)
Value$1.3M (+$352.4K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares42,486 from 48,207
Change-5,721 (-12%)
Value$1.3M (-$162.3K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
DECREASED
Shares41,344 from 57,851
Change-16,507 (-29%)
Value$1.3M (-$468.0K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares41,323 from 46,500
Change-5,177 (-11%)
Value$1.3M (-$109.4K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
INCREASED
Shares41,036 from 35,826
Change+5,210 (+15%)
Value$1.3M (+$177.2K)
Filed 2026-10-28
Beacon Financial Planning, Inc
INCREASED
Shares40,862 from 39,741
Change+1,121 (+3%)
Value$1.3M (+$50.0K)
Filed 2026-11-04
Auxano Advisors, LLC
INCREASED
Shares40,109 from 36,388
Change+3,721 (+10%)
Value$1.3M (+$130.6K)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares39,759 from 37,527
Change+2,232 (+6%)
Value$1.3M (+$97.2K)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares39,192 from 27,175
Change+12,017 (+44%)
Value$1.2M (+$388.2K)
Filed 2026-11-05
Platt Wealth Management LLC
INCREASED
Shares39,097 from 34,913
Change+4,184 (+12%)
Value$1.2K (-$1.1M)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares37,440 from 36,040
Change+1,400 (+4%)
Value$1.2M (+$57.4K)
Filed 2026-11-06
Sage Financial Group Inc
UNCHANGED
Shares36,808 from 36,808
Change0 (0%)
Value$1.2M (+$13.6K)
Filed 2026-10-27
Everest Financial Group LLC
INCREASED
Shares36,631 from 18,766
Change+17,865 (+95%)
Value$1.2M (+$569.2K)
Filed 2026-11-06
Clear Point Advisors Inc.
INCREASED
Shares36,575 from 35,326
Change+1,249 (+4%)
Value$1.2M (+$52.4K)
Filed 2026-10-30
Clarity Capital Advisors, LLC
INCREASED
Shares36,353 from 36,217
Change+136 (+0%)
Value$1.1M (+$17.7K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares35,627 from 35,627
Change0 (0%)
Value$1.1M (+$13.2K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
INCREASED
Shares34,383 from 14,652
Change+19,731 (+135%)
Value$1.1M (+$626.3K)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares33,808 from 25,309
Change+8,499 (+34%)
Value$1.1M (+$276.8K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
INCREASED
Shares33,243 from 31,034
Change+2,209 (+7%)
Value$1.0M (+$81.0K)
Filed 2026-10-26
Addison Advisors LLC
UNCHANGED
Shares33,107 from 33,107
Change0 (0%)
Value$1.0M (+$12.2K)
Filed 2026-11-06
Councilor Wealth, LLC
INCREASED
Shares32,637 from 32,623
Change+14 (+0%)
Value$1.0M (+$12.5K)
Filed 2026-10-09
HRC Wealth Management, LLC
INCREASED
Shares32,375 from 32,254
Change+121 (+0%)
Value$1.0M (+$15.7K)
Filed 2026-10-16
Appleton Partners Inc
INCREASED
Shares31,887 from 29,565
Change+2,322 (+8%)
Value$1.0K (-$918.0K)
Filed 2026-10-30
KCM Investment Advisors LLC
DECREASED
Shares31,241 from 42,652
Change-11,411 (-27%)
Value$983.2K (-$343.3K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares31,227 from 34,023
Change-2,796 (-8%)
Value$982.7K (-$75.4K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
UNCHANGED
Shares31,179 from 31,179
Change0 (0%)
Value$981.2K (+$11.5K)
Filed 2026-10-23
Townsend Asset Management Corp
DECREASED
Shares31,144 from 31,331
Change-187 (-1%)
Value$980.1K (+$5.7K)
Filed 2026-10-29
Trust Point Inc.
UNCHANGED
Shares28,609 from 28,609
Change0 (0%)
Value$900.3K (+$10.6K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares28,250 from 31,293
Change-3,043 (-10%)
Value$889.0K (-$84.2K)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares28,114 from 28,114
Change0 (0%)
Value$884.7K (+$10.4K)
Filed 2026-10-22
Wealth Advisory Team LLC
INCREASED
Shares27,786 from 27,682
Change+104 (+0%)
Value$874.4K (+$13.5K)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares27,554 from 25,568
Change+1,986 (+8%)
Value$867.1K (+$72.0K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares26,990 from 28,220
Change-1,230 (-4%)
Value$849.4K (-$28.3K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares26,943 from 26,818
Change+125 (+0%)
Value$847.9K (+$13.8K)
Filed 2026-10-23
Clark Asset Management, LLC
INCREASED
Shares26,856 from 26,851
Change+5 (+0%)
Value$845.2K (+$10.1K)
Filed 2026-10-19
Evanson Financial, LLC
UNCHANGED
Shares26,442 from 26,442
Change0 (0%)
Value$832.1K (+$9.8K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares25,919 from 23,562
Change+2,357 (+10%)
Value$815.7K (+$82.9K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares25,566 from 25,908
Change-342 (-1%)
Value$804.6K (-$1.2K)
Filed 2026-10-22
Midwest Trust Co
UNCHANGED
Shares25,295 from 25,295
Change0 (0%)
Value$796.0K (+$9.4K)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares25,208 from 25,436
Change-228 (-1%)
Value$793.3K (+$1.9K)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares25,002 from 17,661
Change+7,341 (+42%)
Value$786.8K (+$237.6K)
Filed 2026-10-21
Builder Investment Group Inc
DECREASED
Shares24,480 from 24,862
Change-382 (-2%)
Value$770.4K (-$2.8K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares24,360
Change+24,360
Value$766.6K
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED
Shares24,062 from 24,684
Change-622 (-3%)
Value$757.2K (-$10.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares23,918 from 45,243
Change-21,325 (-47%)
Value$752.7K (-$654.4K)
Filed 2026-10-21
Tactive Advisors, LLC
INCREASED
Shares23,487 from 21,503
Change+1,984 (+9%)
Value$739.1K (+$70.4K)
Filed 2026-10-08
Global Assets Advisory, LLC
DECREASED
Shares23,049 from 23,609
Change-560 (-2%)
Value$734.7K (-$918)
Filed 2026-10-28
Plan A Wealth LLC
INCREASED
Shares23,017 from 22,772
Change+245 (+1%)
Value$724.3K (+$16.1K)
Filed 2026-10-08
Welch Group, LLC
INCREASED
Shares22,902 from 19,536
Change+3,366 (+17%)
Value$720.7K (+$113.2K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
INCREASED
Shares22,854 from 16,364
Change+6,490 (+40%)
Value$719.2K (+$210.3K)
Filed 2026-11-03
WealthPLAN Partners, LLC
DECREASED
Shares22,804 from 22,899
Change-95 (0%)
Value$717.6K (+$5.5K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares22,667 from 19,760
Change+2,907 (+15%)
Value$713.3K (+$98.8K)
Filed 2026-10-13
BXM Wealth LLC
INCREASED
Shares22,337 from 16,192
Change+6,145 (+38%)
Value$702.9K (+$199.4K)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares22,186 from 20,860
Change+1,326 (+6%)
Value$698.2K (+$49.4K)
Filed 2026-10-28
Tenon Financial LLC
INCREASED
Shares22,133 from 22,050
Change+83 (+0%)
Value$696.5K (+$10.8K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares21,769 from 22,894
Change-1,125 (-5%)
Value$685 (-$711.3K)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares21,684 from 23,113
Change-1,429 (-6%)
Value$682.4K (-$36.4K)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares21,297 from 24,289
Change-2,992 (-12%)
Value$670.2K (-$85.2K)
Filed 2026-11-03
Legacy Financial Strategies, LLC
INCREASED
Shares20,778 from 20,769
Change+9 (+0%)
Value$653.9K (+$8.0K)
Filed 2026-10-15
Chilton Capital Management LLC
DECREASED
Shares20,282 from 21,712
Change-1,430 (-7%)
Value$638.3K (-$37.0K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED
Shares20,128 from 15,612
Change+4,516 (+29%)
Value$633.4K (+$147.9K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
UNCHANGED
Shares20,061 from 20,061
Change0 (0%)
Value$631.3K (+$7.4K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares19,646 from 19,518
Change+128 (+1%)
Value$618.3K (+$11.3K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares19,625 from 16,779
Change+2,846 (+17%)
Value$617.6K (+$95.8K)
Filed 2026-10-22
Dahring | Cusmano LLC
DECREASED
Shares19,604 from 19,905
Change-301 (-2%)
Value$617.0K (-$2.1K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares19,329 from 10,688
Change+8,641 (+81%)
Value$608.3K (+$275.9K)
Filed 2026-11-06
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares19,131 from 19,131
Change0 (0%)
Value$602.1K (+$7.1K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares19,002 from 18,952
Change+50 (+0%)
Value$598.0K (+$8.6K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
INCREASED
Shares18,996 from 16,050
Change+2,946 (+18%)
Value$610.9K (+$111.8K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
INCREASED
Shares18,945 from 17,246
Change+1,699 (+10%)
Value$596.2K (+$59.9K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares18,842 from 13,510
Change+5,332 (+39%)
Value$593.0K (+$172.8K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares18,734 from 14,252
Change+4,482 (+31%)
Value$589.6K (+$146.3K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares18,674 from 18,835
Change-161 (-1%)
Value$587.7K (+$1.9K)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares18,662 from 15,834
Change+2,828 (+18%)
Value$587.3K (+$94.9K)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares18,507 from 7,049
Change+11,458 (+163%)
Value$582.4K (+$363.2K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares17,938 from 14,003
Change+3,935 (+28%)
Value$564.5K (+$129.0K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares17,776 from 17,085
Change+691 (+4%)
Value$559.4K (+$28.1K)
Filed 2026-11-04
Fund Evaluation Group, LLC
DECREASED
Shares17,593 from 20,286
Change-2,693 (-13%)
Value$553.7K (-$77.2K)
Filed 2026-11-05
Patten & Patten Inc
INCREASED
Shares17,433 from 15,017
Change+2,416 (+16%)
Value$548.6K (+$81.6K)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares17,099 from 17,099
Change0 (0%)
Value$538.1K (+$6.3K)
Filed 2026-11-02
Wavvest Wealth LLC
NEW
Shares16,864
Change+16,864
Value$530.7K
Filed 2026-10-21
Destiny Wealth Partners, LLC
NEW
Shares16,490
Change+16,490
Value$539.2K
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares16,186 from 16,115
Change+71 (+0%)
Value$509.4K (+$8.2K)
Filed 2026-10-26
Argyle Capital Partners, LLC
UNCHANGED
Shares15,713 from 15,713
Change0 (0%)
Value$494.5K (+$5.8K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares15,691 from 15,761
Change-70 (0%)
Value$502.1K (+$9.3K)
Filed 2026-10-19
ZWJ Investment Counsel Inc
UNCHANGED
Shares15,675 from 15,675
Change0 (0%)
Value$493.3K (+$5.8K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares15,528 from 87,295
Change-71,767 (-82%)
Value$488.7K (-$2.2M)
Filed 2026-10-14
Burford Brothers, Inc.
INCREASED
Shares15,084 from 14,627
Change+457 (+3%)
Value$474.7K (+$19.8K)
Filed 2026-10-21
Channel Wealth LLC
INCREASED
Shares15,070 from 15,066
Change+4 (+0%)
Value$474.2K (+$5.7K)
Filed 2026-11-06
Signature Equity Partners, LLC
DECREASED
Shares15,041 from 15,339
Change-298 (-2%)
Value$473.3K (-$3.7K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares14,630 from 17,100
Change-2,470 (-14%)
Value$460 (-$531.5K)
Filed 2026-10-22
CRA Financial Services, LLC
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$459.5K (+$5.4K)
Filed 2026-10-16
Sensenig Capital Advisors, Inc
INCREASED
Shares14,435 from 14,187
Change+248 (+2%)
Value$454.3K (+$13.1K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares14,387 from 11,581
Change+2,806 (+24%)
Value$452.8K (+$92.6K)
Filed 2026-10-05
Wespac Advisors, LLC
DECREASED
Shares14,337 from 14,566
Change-229 (-2%)
Value$451.2K (-$1.8K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares14,074 from 8,517
Change+5,557 (+65%)
Value$442.9K (+$178.0K)
Filed 2026-11-05
Evergreen Capital Management LLC
UNCHANGED
Shares14,047 from 14,047
Change0 (0%)
Value$442.1K (+$5.2K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares13,959 from 13,959
Change0 (0%)
Value$439.3K (+$5.2K)
Filed 2026-10-26
Partners in Financial Planning
UNCHANGED
Shares13,823 from 13,823
Change0 (0%)
Value$435.0K (+$5.1K)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares13,634 from 14,939
Change-1,305 (-9%)
Value$429.1K (-$35.5K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares13,622 from 13,597
Change+25 (+0%)
Value$428.7K (+$5.8K)
Filed 2026-10-22
RAM Investment Partners, LLC
NEW
Shares13,600
Change+13,600
Value$428.0K
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED
Shares13,584 from 14,203
Change-619 (-4%)
Value$427.5K (-$14.2K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
DECREASED
Shares13,542 from 18,412
Change-4,870 (-26%)
Value$426.2K (-$146.4K)
Filed 2026-10-16
Twin Cities Retirement Group LLC
NEW
Shares13,466
Change+13,466
Value$423.8K
Filed 2026-10-16
Westco Advisory Services Inc
INCREASED
Shares13,437 from 12,847
Change+590 (+5%)
Value$422.9K (+$23.3K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares13,222 from 11,622
Change+1,600 (+14%)
Value$416.1K (+$54.7K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares13,202 from 9,420
Change+3,782 (+40%)
Value$415.5K (+$122.5K)
Filed 2026-11-05
Weatherly Asset Management L. P.
UNCHANGED
Shares13,142 from 13,142
Change0 (0%)
Value$413.6K (+$4.9K)
Filed 2026-10-20
CGN Advisors LLC
UNCHANGED
Shares13,020 from 13,020
Change0 (0%)
Value$409.7K (+$4.8K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares12,853 from 12,574
Change+279 (+2%)
Value$404.5K (+$13.4K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED
Shares12,844 from 12,844
Change0 (0%)
Value$404.2K (+$4.8K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares12,804 from 11,904
Change+900 (+8%)
Value$402.9K (+$32.7K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares12,746 from 12,852
Change-106 (-1%)
Value$401.1K (+$1.4K)
Filed 2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares12,737 from 12,690
Change+47 (+0%)
Value$400.9K (+$6.2K)
Filed 2026-10-19
Money Concepts Capital Corp
INCREASED
Shares12,674 from 11,430
Change+1,244 (+11%)
Value$398.8K (+$43.4K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares12,556 from 10,936
Change+1,620 (+15%)
Value$395.1K (+$55.0K)
Filed 2026-10-16
First Pacific Financial
INCREASED
Shares12,350 from 12,334
Change+16 (+0%)
Value$388.7K (+$5.1K)
Filed 2026-10-14
ATX Financial Planning, LLC
UNCHANGED
Shares12,193 from 12,193
Change0 (0%)
Value$383.7K (+$4.5K)
Filed 2026-10-14
Anson Capital, Inc.
UNCHANGED
Shares12,025 from 12,025
Change0 (0%)
Value$378.4K (+$4.5K)
Filed 2026-10-23
Courier Capital LLC
NEW
Shares11,938
Change+11,938
Value$375.7K
Filed 2026-10-19
SC&H Financial Advisors, Inc.
INCREASED
Shares11,937 from 11,892
Change+45 (+0%)
Value$375.7K (+$5.8K)
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares11,773 from 6,917
Change+4,856 (+70%)
Value$370.5K (+$155.4K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares11,729 from 12,600
Change-871 (-7%)
Value$370.2K (-$21.8K)
Filed 2026-11-02
Everhart Financial Group, Inc.
UNCHANGED
Shares11,684 from 11,684
Change0 (0%)
Value$367.7K (+$4.3K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares11,478 from 14,800
Change-3,322 (-22%)
Value$361.2K (-$99.1K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares11,429 from 11,429
Change0 (0%)
Value$359.7K (+$4.2K)
Filed 2026-11-02
Index Fund Advisors, Inc.
UNCHANGED
Shares11,325 from 11,325
Change0 (0%)
Value$356.4K (+$4.2K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares11,268 from 10,628
Change+640 (+6%)
Value$367.1K (+$30.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares11,268 from 10,628
Change+640 (+6%)
Value$367.1K (+$30.8K)
Filed 2026-10-20
Creekside Partners
UNCHANGED
Shares11,202 from 11,202
Change0 (0%)
Value$352.5K (+$4.1K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares11,162 from 12,216
Change-1,054 (-9%)
Value$351.3K (-$28.7K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED
Shares10,995 from 10,995
Change0 (0%)
Value$346.0K (+$4.1K)
Filed 2026-10-29
Westover Capital Advisors, LLC
DECREASED
Shares10,992 from 11,967
Change-975 (-8%)
Value$345.9K (-$26.3K)
Filed 2026-10-26
Ackerman Capital Advisors, LLC
UNCHANGED
Shares10,961 from 10,961
Change0 (0%)
Value$344.9K (+$4.1K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
INCREASED
Shares10,775 from 8,454
Change+2,321 (+27%)
Value$339.1K (+$76.2K)
Filed 2026-10-21
BetterWealth, LLC
UNCHANGED
Shares10,652 from 10,652
Change0 (0%)
Value$335.2K (+$3.9K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares10,630
Change+10,630
Value$334.5K
Filed 2026-11-04
Keenan, LLC
INCREASED
Shares10,605 from 10,600
Change+5 (+0%)
Value$333.8K (+$4.1K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares10,575 from 10,575
Change0 (0%)
Value$332.8K (+$3.9K)
Filed 2026-10-16
Invested Advisors
UNCHANGED
Shares10,527 from 10,527
Change0 (0%)
Value$331.3K (+$3.9K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares10,416 from 8,720
Change+1,696 (+19%)
Value$327.8K (+$56.6K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares10,346 from 10,346
Change0 (0%)
Value$325.6K (+$3.8K)
Filed 2026-10-14
NovaPoint Capital, LLC
INCREASED
Shares10,321 from 9,868
Change+453 (+5%)
Value$324.8K (+$17.9K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,260 from 7,660
Change+2,600 (+34%)
Value$322.9K (+$84.7K)
Filed 2026-10-29
Investment Planning Advisors, Inc.
UNCHANGED
Shares9,992 from 9,992
Change0 (0%)
Value$314.4K (+$3.7K)
Filed 2026-10-14
Noesis Capital Mangement Corp
DECREASED
Shares9,921 from 14,036
Change-4,115 (-29%)
Value$312.2K (-$124.3K)
Filed 2026-10-26
Archvest Wealth Advisors, Inc.
INCREASED
Shares9,861 from 9,841
Change+20 (+0%)
Value$310.3K (+$4.2K)
Filed 2026-10-29
Brown Financial Advisory
DECREASED
Shares9,787 from 14,733
Change-4,946 (-34%)
Value$308.0K (-$150.2K)
Filed 2026-11-05
Parthenon LLC
UNCHANGED
Shares9,762 from 9,762
Change0 (0%)
Value$307.2K (+$3.6K)
Filed 2026-10-22
Summit Asset Management, LLC
UNCHANGED
Shares9,624 from 9,624
Change0 (0%)
Value$302.9K (+$3.6K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares9,617 from 9,862
Change-245 (-2%)
Value$302.7K (-$4.0K)
Filed 2026-10-23
Valley Brook Capital Group, Inc.
INCREASED
Shares9,582 from 7,578
Change+2,004 (+26%)
Value$301.5K (+$65.9K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares9,501 from 8,794
Change+707 (+8%)
Value$299.0K (+$25.5K)
Filed 2026-10-20
Retiremitten Financial LLC
NEW
Shares9,490
Change+9,490
Value$310.4K
Filed 2026-11-05
Advocate Group LLC
UNCHANGED
Shares9,405 from 9,405
Change0 (0%)
Value$296.0K (+$3.5K)
Filed 2026-10-19
Strategic Blueprint, LLC
NEW
Shares9,348
Change+9,348
Value$294.2K
Filed 2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED
Shares9,267 from 9,267
Change0 (0%)
Value$291.6K (+$3.4K)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares9,250 from 8,199
Change+1,051 (+13%)
Value$291.1K (+$36.1K)
Filed 2026-10-16
Foundation Wealth Management, LLC
NEW
Shares9,191
Change+9,191
Value$289.3K
Filed 2026-10-22
E&G Advisors, LLC
UNCHANGED
Shares9,126 from 9,126
Change0 (0%)
Value$287.2K (+$3.4K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares9,065
Change+9,065
Value$285.3K
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares9,021 from 8,851
Change+170 (+2%)
Value$283.9K (+$8.6K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
NEW
Shares9,017
Change+9,017
Value$283.8K
Filed 2026-10-13
Integrity Investment Advisors, LLC
INCREASED
Shares8,960 from 8,926
Change+34 (+0%)
Value$282.0K (+$4.4K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares8,921 from 8,873
Change+48 (+1%)
Value$280.7K (+$4.8K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares8,775 from 8,852
Change-77 (-1%)
Value$276.1K (+$852)
Filed 2026-11-05
Americana Partners, LLC
INCREASED
Shares8,705 from 8,672
Change+33 (+0%)
Value$273.9K (+$4.2K)
Filed 2026-10-28
Claro Advisors Inc.
NEW
Shares8,683
Change+8,683
Value$273.3K
Filed 2026-11-02
Burton Enright Welch
NEW
Shares8,655
Change+8,655
Value$272.4K
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares8,652 from 8,643
Change+9 (+0%)
Value$272.3K (+$3.5K)
Filed 2026-11-03
Jeter Robert S II
DECREASED
Shares8,602 from 8,604
Change-2 (0%)
Value$278.4K (+$8.1K)
Filed 2026-10-16
Red Mountain Financial, LLC
DECREASED
Shares8,589 from 9,048
Change-459 (-5%)
Value$270.3K (-$11.1K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares8,483 from 8,481
Change+2 (+0%)
Value$267.0K (-$363)
Filed 2026-10-19
Old National Bancorp
INCREASED
Shares8,482 from 8,061
Change+421 (+5%)
Value$266.9K (+$16.2K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
UNCHANGED
Shares8,462 from 8,462
Change0 (0%)
Value$266.3K (+$3.1K)
Filed 2026-10-21
First Security Investment Management, Inc.
INCREASED
Shares8,427 from 8,396
Change+31 (+0%)
Value$265.2K (+$4.1K)
Filed 2026-11-05
Garde Capital, Inc.
UNCHANGED
Shares8,334 from 8,334
Change0 (0%)
Value$262.3K (+$3.1K)
Filed 2026-10-29
Luminvest Wealth Management LLC
UNCHANGED
Shares8,259 from 8,259
Change0 (0%)
Value$259.9K (+$3.1K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
DECREASED
Shares8,258 from 8,261
Change-3 (0%)
Value$259.9K (+$3.0K)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares8,230 from 7,571
Change+659 (+9%)
Value$273.2K (+$33.8K)
Filed 2026-11-05
Condor Capital Management
DECREASED
Shares8,222 from 8,243
Change-21 (0%)
Value$258.8K (+$2.4K)
Filed 2026-11-06
VestGen Advisors, LLC
UNCHANGED
Shares8,108 from 8,108
Change0 (0%)
Value$255.2K (+$3.0K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares8,054 from 7,946
Change+108 (+1%)
Value$253.5K (+$6.3K)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares8,049 from 8,047
Change+2 (+0%)
Value$253.3K (+$3.0K)
Filed 2026-11-03
Klingman & Associates, LLC
UNCHANGED
Shares7,999 from 7,999
Change0 (0%)
Value$251.7K (+$3.0K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares7,984 from 7,955
Change+29 (+0%)
Value$251.3K (+$3.9K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares7,969 from 7,969
Change0 (0%)
Value$250.8K (+$2.9K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares7,964 from 8,319
Change-355 (-4%)
Value$250.6K (-$8.1K)
Filed 2026-10-19
Paragon Capital Management Ltd
UNCHANGED
Shares7,922 from 7,922
Change0 (0%)
Value$249.3K (+$2.9K)
Filed 2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED
Shares7,830 from 7,830
Change0 (0%)
Value$246.4K (+$2.9K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares7,808 from 7,793
Change+15 (+0%)
Value$245.7K (+$3.4K)
Filed 2026-10-19
Advus Financial Partners, LLC
UNCHANGED
Shares7,725 from 7,725
Change0 (0%)
Value$243.1K (+$2.9K)
Filed 2026-10-20
Meridian Investment Counsel Inc.
DECREASED
Shares7,691 from 10,637
Change-2,946 (-28%)
Value$242.0K (-$88.8K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares7,669 from 3,096
Change+4,573 (+148%)
Value$241.3K (+$145.1K)
Filed 2026-11-03
Palisade Asset Management, LLC
UNCHANGED
Shares7,611 from 7,611
Change0 (0%)
Value$239.5K (+$2.8K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
DECREASED
Shares7,549 from 7,627
Change-78 (-1%)
Value$242.8K (+$3.6K)
Filed 2026-10-13
Foundry Financial LLC
UNCHANGED
Shares7,510 from 7,510
Change0 (0%)
Value$236.3K (+$2.8K)
Filed 2026-10-16
Chapin Davis, Inc.
UNCHANGED
Shares7,494 from 7,494
Change0 (0%)
Value$235.8K (+$2.8K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
UNCHANGED
Shares7,429 from 7,429
Change0 (0%)
Value$238.9K (+$7.9K)
Filed 2026-10-13
Scheeler Financial LLC
NEW
Shares7,425
Change+7,425
Value$233.7K
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares7,425 from 7,397
Change+28 (+0%)
Value$233.7K (+$3.6K)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares7,320 from 7,301
Change+19 (+0%)
Value$230.4K (+$3.3K)
Filed 2026-11-02
Founders Financial Securities LLC
NEW
Shares7,131
Change+7,131
Value$224.4K
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
NEW
Shares7,063
Change+7,063
Value$222.3K
Filed 2026-10-16
Strategy Asset Managers LLC
NEW
Shares7,050
Change+7,050
Value$221.9K
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares6,981 from 14,768
Change-7,787 (-53%)
Value$219.7K (-$239.6K)
Filed 2026-11-03
Stone Summit Wealth LLC
DECREASED
Shares6,878 from 6,917
Change-39 (-1%)
Value$216.5K (+$1.3K)
Filed 2026-10-14
Strategic Planning Group, LLC
NEW
Shares6,796
Change+6,796
Value$213.9K
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares6,783 from 7,009
Change-226 (-3%)
Value$213.5K (-$4.5K)
Filed 2026-10-14
Gateway Investment Advisers LLC
NEW
Shares6,766
Change+6,766
Value$212.9K
Filed 2026-10-13
Crescent Grove Advisors, LLC
NEW
Shares6,759
Change+6,759
Value$212.7K
Filed 2026-10-21
Gibson Capital, LLC
NEW
Shares6,742
Change+6,742
Value$212.2K
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares6,739 from 7,119
Change-380 (-5%)
Value$212.1K (-$9.3K)
Filed 2026-11-05
HBK Sorce Advisory LLC
INCREASED
Shares6,725 from 6,655
Change+70 (+1%)
Value$216.8K (+$2.3K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,715 from 6,758
Change-43 (-1%)
Value$211.3K (+$1.1K)
Filed 2026-10-21
Mainstream Capital Management LLC
DECREASED
Shares6,645 from 6,662
Change-17 (0%)
Value$209.1K (+$1.9K)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
DECREASED
Shares6,521 from 6,527
Change-6 (0%)
Value$211.5K (+$6.3K)
Filed 2026-10-21
Morton Capital Management LLC
INCREASED
Shares6,512 from 6,503
Change+9 (+0%)
Value$204.9K (+$2.7K)
Filed 2026-10-23
Sprinkle Financial Consultants LLC
DECREASED
Shares6,475 from 6,525
Change-50 (-1%)
Value$203.8K (+$873)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares6,438 from 6,438
Change0 (0%)
Value$202.6K (+$2.4K)
Filed 2026-10-13
Godsey & Gibb, Inc
INCREASED
Shares6,424 from 6,239
Change+185 (+3%)
Value$202.2K (+$8.1K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares6,394 from 8,832
Change-2,438 (-28%)
Value$201.2K (-$73.4K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares6,022 from 39
Change+5,983 (+15341%)
Value$189.5K (+$188.3K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,979 from 5,979
Change0 (0%)
Value$188.2K (+$2.2K)
Filed 2026-10-15
Burk Holdings LLC
DECREASED
Shares5,688 from 6,186
Change-498 (-8%)
Value$179.0K (-$13.4K)
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares5,561 from 5,561
Change0 (0%)
Value$175.0K (+$2.1K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares5,470 from 5,454
Change+16 (+0%)
Value$172.1K (+$2.5K)
Filed 2026-10-30
Breakwater Investment Management
UNCHANGED
Shares5,388 from 5,388
Change0 (0%)
Value$169.6K (+$2.0K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares5,288 from 4,671
Change+617 (+13%)
Value$166.4K (+$21.2K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares5,082 from 1,194
Change+3,888 (+326%)
Value$159.9K (+$122.8K)
Filed 2026-10-15
Fairway Wealth LLC
UNCHANGED
Shares4,932 from 4,932
Change0 (0%)
Value$155.2K (+$1.8K)
Filed 2026-10-30
Activest Wealth Management
INCREASED
Shares4,239 from 4,223
Change+16 (+0%)
Value$133.4K (+$2.1K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares4,007 from 2,557
Change+1,450 (+57%)
Value$126.1K (+$46.6K)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares3,885 from 3,885
Change0 (0%)
Value$122.3K (+$1.4K)
Filed 2026-10-20
Systelligence, LLC
DECREASED
Shares3,880 from 456,698
Change-452,818 (-99%)
Value$2.4M (-$11.8M)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,755 from 3,741
Change+14 (+0%)
Value$118.2K (+$1.8K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares3,655 from 3,555
Change+100 (+3%)
Value$115.0K (+$4.5K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares3,415
Change+3,415
Value$107.5K
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$110.4K (+$5.4K)
Filed 2026-11-04
RMG Wealth Management LLC
NEW
Shares3,369
Change+3,369
Value$110.1K
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$105.7K (+$1.2K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$104.5K (+$1.2K)
Filed 2026-10-21
Adirondack Trust Co
DECREASED
Shares3,153 from 3,387
Change-234 (-7%)
Value$99.2K (-$6.1K)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares3,018
Change+3,018
Value$95.0K
Filed 2026-10-30
SYM Financial Corp
UNCHANGED
Shares2,889 from 2,889
Change0 (0%)
Value$90.9K (+$1.1K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$87.3K (+$1.0K)
Filed 2026-10-09
Hoey Investments, Inc
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$81.4K (+$957)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares2,542 from 5,897
Change-3,355 (-57%)
Value$80.0K (-$103.4K)
Filed 2026-11-03
Nvwm, LLC
NEW
Shares2,502
Change+2,502
Value$78.7K
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares2,373 from 2,373
Change0 (0%)
Value$74.7K (+$878)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares2,277 from 2,277
Change0 (0%)
Value$71.7K (+$843)
Filed 2026-11-03
Align Financial, LLC
NEW
Shares2,266
Change+2,266
Value$71.3K
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares2,232 from 2,232
Change0 (0%)
Value$70.2K (+$826)
Filed 2026-10-21
Powell Investment Advisors, LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$69.8K (+$820)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,206 from 1,589
Change+617 (+39%)
Value$69.4K (+$20.0K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares2,205
Change+2,205
Value$69.6K
Filed 2026-10-16
SJS Investment Consulting Inc.
DECREASED
Shares2,145 from 2,256
Change-111 (-5%)
Value$67.5K (-$2.7K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares2,109 from 2,101
Change+8 (+0%)
Value$66.4K (+$1.0K)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$66.1K (+$777)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,084 from 1,347
Change+737 (+55%)
Value$65.6K (+$23.7K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,052 from 2,085
Change-33 (-2%)
Value$64.6K (-$268)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$63.8K (+$749)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$62.0K (+$728)
Filed 2026-10-13
McCarley & Cook Financial Planners
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$61.9K (+$728)
Filed 2026-10-21
Private Wealth Management Group, LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$59.4K (+$699)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$51.2K (+$601)
Filed 2026-11-04
Eukles Asset Management
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$47.2K (+$555)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$46.0K (+$2.1K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares1,346 from 1,346
Change0 (0%)
Value$42.4K (+$498)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$42.1K (+$618)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,308 from 189
Change+1,119 (+592%)
Value$41.2K (+$35.3K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$40.3K (+$474)
Filed 2026-10-19
Citigroup Inc
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$40.2K (+$472)
Filed 2026-11-04
Signature Resources Capital Management, LLC
DECREASED
Shares1,221 from 1,669
Change-448 (-27%)
Value$38.4K (-$13.5K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares1,221 from 1,217
Change+4 (+0%)
Value$38.4K (+$594)
Filed 2026-10-13
GGM Financial LLC
INCREASED
Shares1,171 from 1,166
Change+5 (+0%)
Value$36.8K (+$569)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$34.4K (+$404)
Filed 2026-11-05
Richardson Financial Services Inc.
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$27.0K (+$317)
Filed 2026-10-30
True Wealth Design, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$26.4K (+$311)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares830
Change+830
Value$26.1K
Filed 2026-10-29
Rossby Financial, LCC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$26.1K (+$307)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$24 ($0)
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$22.3K (+$256)
Filed 2026-10-29
Accordant Advisory Group Inc
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$22.2K (+$260)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$22.0K (+$259)
Filed 2026-10-20
Kozak & Associates, Inc.
INCREASED
Shares650 from 647
Change+3 (+0%)
Value$21.3K (+$1.1K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$20 ($0)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares639
Change+639
Value$20.4K
Filed 2026-10-13
Midwest Capital Advisors, LLC
INCREASED
Shares636 from 634
Change+2 (+0%)
Value$20.0K (+$309)
Filed 2026-11-04
Pflug Koory, LLC
INCREASED
Shares607 from 605
Change+2 (+0%)
Value$19.1K (+$295)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED
Shares603 from 622
Change-19 (-3%)
Value$19.0K (-$368)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$18.8K (+$221)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$17.5K (+$205)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares548 from 546
Change+2 (+0%)
Value$17.2K (+$266)
Filed 2026-10-02
Coston, McIsaac & Partners
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$16.9K (+$16.9K)
Filed 2026-11-06
CX Institutional
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$16 ($0)
Filed 2026-10-02
Sage Mountain Advisors LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$15.2K (+$179)
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$14.5K (+$171)
Filed 2026-10-15
First Command Advisory Services, Inc.
DECREASED
Shares446 from 461
Change-15 (-3%)
Value$14.0K (-$301)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$13.6K (+$160)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED
Shares402 from 724
Change-322 (-44%)
Value$13 (-$10)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$12.0K (+$142)
Filed 2026-10-30
First United Bank & Trust
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$12.0K (+$141)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$11.6K (+$137)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$11.0K (+$129)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares340
Change+340
Value$10.7K
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$9.8K (+$116)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
NEW
Shares302
Change+302
Value$9.5K
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$9.1K (+$106)
Filed 2026-10-28
Noble Wealth Management PBC
INCREASED
Shares286 from 200
Change+86 (+43%)
Value$9.0K (+$2.8K)
Filed 2026-10-01
Westside Investment Management, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$7.5K (+$88)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares211 from 295
Change-84 (-28%)
Value$6.6K (-$2.5K)
Filed 2026-10-14
RHL Group, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$5.9K (+$89)
Filed 2026-11-04
Gen-Wealth Partners Inc
NEW
Shares183
Change+183
Value$5.8K
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares169
Change+169
Value$5.3K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
NEW
Shares150
Change+150
Value$4.7K
Filed 2026-10-20
Financial Management Professionals, Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$4.5K (+$54)
Filed 2026-10-23
Center for Financial Planning, Inc.
NEW
Shares133
Change+133
Value$4.2K
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares126 from 1,905
Change-1,779 (-93%)
Value$4 (-$59.0K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares125 from 73
Change+52 (+71%)
Value$3.9K (+$1.7K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
NEW
Shares122
Change+122
Value$3.9K
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$3.7K (+$43)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Morling Financial Advisors, LLC
NEW
Shares112
Change+112
Value$3.5K
Filed 2026-10-28
Peachtree Investment Partners, LLC
INCREASED
Shares89 from 88
Change+1 (+1%)
Value$2.8K (+$43)
Filed 2026-11-05
IAG Wealth Partners, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.5K (+$29)
Filed 2026-11-06
Golden State Wealth Management, LLC
NEW
Shares77
Change+77
Value$2.4K
Filed 2026-11-02
Central Pacific Bank - Trust Division
INCREASED
Shares75 from 42
Change+33 (+79%)
Value$2.4K (+$1.1K)
Filed 2026-10-06
Bokf, NA
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$1.7K (+$20)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares53 from 769
Change-716 (-93%)
Value$1.7K (-$22.3K)
Filed 2026-10-27
Arvest Investments, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$472 (+$6)
Filed 2026-10-21
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 247,158
Change-247,158 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-20
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 71,330
Change-71,330 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 31,118
Change-31,118 (-100%)
Value$0 (-$967.8K)
Filed 2026-10-16
Embree Financial Group
CLOSED
Shares0 from 17,279
Change-17,279 (-100%)
Value$0 (-$537.4K)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
CLOSED
Shares0 from 15,993
Change-15,993 (-100%)
Value$0 (-$497.4K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 15,731
Change-15,731 (-100%)
Value$0 (-$489.2K)
Filed 2026-10-30
MCF Advisors LLC
CLOSED
Shares0 from 13,083
Change-13,083 (-100%)
Value$0 (-$406.9K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
CLOSED
Shares0 from 11,105
Change-11,105 (-100%)
Value$0 (-$345.4K)
Filed 2026-10-29
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 9,669
Change-9,669 (-100%)
Value$0 (-$300.7K)
Filed 2026-10-16
Simon Quick Advisors, LLC
CLOSED
Shares0 from 9,016
Change-9,016 (-100%)
Value$0 (-$280.4K)
Filed 2026-10-26
Diversified Portfolios, Inc.
CLOSED
Shares0 from 8,154
Change-8,154 (-100%)
Value$0 (-$253.6K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
CLOSED
Shares0 from 7,677
Change-7,677 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-16
First Heartland Consultants, Inc.
CLOSED
Shares0 from 7,494
Change-7,494 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 7,424
Change-7,424 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 7,050
Change-7,050 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 6,637
Change-6,637 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,823
Change-5,823 (-100%)
Value$0 (-$181.1K)
Filed 2026-10-13
UMB Bank, n.a.
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$71.1K)
Filed 2026-11-06
CrossGen Wealth, LLC
CLOSED
Shares0 from 1,015
Change-1,015 (-100%)
Value$0 (-$31.6K)
Filed 2026-10-30
Solstein Capital, LLC
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$8.7K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-23
Wagner Wealth Management, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$995)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$684)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.1M (+$13.2K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 374,969,727
Change-374,969,727 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 28,845,768
Change-28,845,768 (-100%)
Value—
Boulay Financial Advisors, LLC
N/A
Shares— from 9,744,092
Change-9,744,092 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,536,435
Change-8,536,435 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,039,245
Change-7,039,245 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,908,781
Change-5,908,781 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,609,229
Change-4,609,229 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,116,304
Change-4,116,304 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 3,442,130
Change-3,442,130 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,386,660
Change-3,386,660 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,684,676
Change-2,684,676 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,361,445
Change-2,361,445 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,350,202
Change-2,350,202 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,254,293
Change-2,254,293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,064,745
Change-2,064,745 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,046,010
Change-2,046,010 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,464,987
Change-1,464,987 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,208,406
Change-1,208,406 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,148,343
Change-1,148,343 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,148,343
Change-1,148,343 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,119,658
Change-1,119,658 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,110,024
Change-1,110,024 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,092,003
Change-1,092,003 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,061,498
Change-1,061,498 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,009,735
Change-1,009,735 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 960,732
Change-960,732 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 948,393
Change-948,393 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 942,592
Change-942,592 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 893,291
Change-893,291 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 868,323
Change-868,323 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 865,941
Change-865,941 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 838,768
Change-838,768 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 834,467
Change-834,467 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 805,802
Change-805,802 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 781,859
Change-781,859 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 778,467
Change-778,467 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 761,166
Change-761,166 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 693,012
Change-693,012 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 689,872
Change-689,872 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 680,293
Change-680,293 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 635,786
Change-635,786 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 625,180
Change-625,180 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 624,073
Change-624,073 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 619,666
Change-619,666 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 596,100
Change-596,100 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 563,849
Change-563,849 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 560,117
Change-560,117 (-100%)
Value—
FMR LLC
N/A
Shares— from 555,274
Change-555,274 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 544,483
Change-544,483 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 525,500
Change-525,500 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 504,385
Change-504,385 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 452,039
Change-452,039 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 422,705
Change-422,705 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 412,264
Change-412,264 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 409,362
Change-409,362 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 408,034
Change-408,034 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 401,950
Change-401,950 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 380,221
Change-380,221 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 371,784
Change-371,784 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 368,588
Change-368,588 (-100%)
Value—
American Trust
N/A
Shares— from 358,274
Change-358,274 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 352,655
Change-352,655 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 347,638
Change-347,638 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 325,797
Change-325,797 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 322,194
Change-322,194 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 318,135
Change-318,135 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 306,501
Change-306,501 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 306,438
Change-306,438 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 289,355
Change-289,355 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 278,468
Change-278,468 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 268,507
Change-268,507 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 240,514
Change-240,514 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 231,227
Change-231,227 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 230,580
Change-230,580 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 225,589
Change-225,589 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 214,708
Change-214,708 (-100%)
Value—
Blair William & Co
N/A
Shares— from 210,807
Change-210,807 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 209,549
Change-209,549 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 208,983
Change-208,983 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 205,599
Change-205,599 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 201,590
Change-201,590 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 197,961
Change-197,961 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 192,405
Change-192,405 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 189,250
Change-189,250 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 174,935
Change-174,935 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 171,170
Change-171,170 (-100%)
Value—
&partners
N/A
Shares— from 170,961
Change-170,961 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 166,169
Change-166,169 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 164,436
Change-164,436 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 159,508
Change-159,508 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 156,872
Change-156,872 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 156,756
Change-156,756 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 154,510
Change-154,510 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 154,001
Change-154,001 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 150,148
Change-150,148 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 145,829
Change-145,829 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 144,153
Change-144,153 (-100%)
Value—
FCA Corp
N/A
Shares— from 139,092
Change-139,092 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 132,349
Change-132,349 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 131,420
Change-131,420 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 130,775
Change-130,775 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 125,122
Change-125,122 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 123,343
Change-123,343 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 119,966
Change-119,966 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 117,208
Change-117,208 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 111,288
Change-111,288 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 106,891
Change-106,891 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 103,835
Change-103,835 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 98,187
Change-98,187 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 97,487
Change-97,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 95,873
Change-95,873 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 95,451
Change-95,451 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 95,387
Change-95,387 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 94,791
Change-94,791 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 93,233
Change-93,233 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 92,241
Change-92,241 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 89,094
Change-89,094 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 85,836
Change-85,836 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 83,625
Change-83,625 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 82,966
Change-82,966 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 79,721
Change-79,721 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 76,481
Change-76,481 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 71,017
Change-71,017 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 70,083
Change-70,083 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 68,264
Change-68,264 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 65,900
Change-65,900 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 65,017
Change-65,017 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 64,926
Change-64,926 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 63,050
Change-63,050 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 61,733
Change-61,733 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 60,771
Change-60,771 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 59,391
Change-59,391 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 59,097
Change-59,097 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 58,923
Change-58,923 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 58,026
Change-58,026 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 57,025
Change-57,025 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 56,503
Change-56,503 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 54,228
Change-54,228 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 53,351
Change-53,351 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 50,920
Change-50,920 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 49,520
Change-49,520 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 48,302
Change-48,302 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 44,246
Change-44,246 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44,127
Change-44,127 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 42,269
Change-42,269 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 42,080
Change-42,080 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 41,568
Change-41,568 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 41,187
Change-41,187 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 38,516
Change-38,516 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 37,643
Change-37,643 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37,481
Change-37,481 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 36,821
Change-36,821 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 36,133
Change-36,133 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 35,717
Change-35,717 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 34,339
Change-34,339 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 32,509
Change-32,509 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 32,408
Change-32,408 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 32,245
Change-32,245 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 30,384
Change-30,384 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,202
Change-28,202 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,005
Change-28,005 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 27,805
Change-27,805 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 27,545
Change-27,545 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 27,531
Change-27,531 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 27,187
Change-27,187 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 26,682
Change-26,682 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 26,351
Change-26,351 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 25,600
Change-25,600 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 25,367
Change-25,367 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 25,306
Change-25,306 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 24,873
Change-24,873 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,680
Change-24,680 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,898
Change-23,898 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 23,831
Change-23,831 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 23,829
Change-23,829 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 23,787
Change-23,787 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 23,675
Change-23,675 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,120
Change-22,120 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 21,950
Change-21,950 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,053
Change-21,053 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,069
Change-20,069 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 19,956
Change-19,956 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,846
Change-19,846 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 19,516
Change-19,516 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 19,169
Change-19,169 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 18,879
Change-18,879 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 17,998
Change-17,998 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 17,910
Change-17,910 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 17,349
Change-17,349 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 16,763
Change-16,763 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 16,673
Change-16,673 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 16,212
Change-16,212 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 14,243
Change-14,243 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 14,104
Change-14,104 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,025
Change-14,025 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Members Trust Co
N/A
Shares— from 13,767
Change-13,767 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 12,906
Change-12,906 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 12,540
Change-12,540 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 12,458
Change-12,458 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,382
Change-12,382 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,313
Change-10,313 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,482
Change-9,482 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,135
Change-9,135 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,557
Change-8,557 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 8,125
Change-8,125 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Ketron Financial
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,937
Change-6,937 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 762
Change-762 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 753
Change-753 (-100%)
Value—
Main Management LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 697
Change-697 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 507
Change-507 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 441
Change-441 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 286
Change-286 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 285
Change-285 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 88
Change-88 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 83
Change-83 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Keybank National Association
INCREASED16,336,03715,268,868+1,067,169+7%$474.9M$514.1M+$39.2M2026-11-04
McAdam, LLC
INCREASED11,114,63510,931,518+183,117+2%$340.0M$349.8M+$9.8M2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED8,002,1117,473,354+528,757+7%$232.4M$251.8M+$19.4M2026-10-13
LPL Financial LLC
INCREASED7,952,1996,260,653+1,691,546+27%$194.7M$250.3M+$55.5M2026-11-06
Steele Capital Management, Inc.
INCREASED6,429,8286,423,407+6,421+0%$199.8M$202.3M+$2.6M2026-11-02
Charles Schwab Trust Co
DECREASED3,574,2463,606,725-32,479-1%$112.2M$112.5M+$312.4K2026-10-15
Bank of New York Mellon Corp
INCREASED3,267,1393,196,711+70,428+2%$99.4M$102.8M+$3.4M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED2,989,2902,278,635+710,655+31%$70.9M$94.1K-$70.8M2026-11-02
AlphaCore Capital LLC
DECREASED2,842,3972,922,172-79,775-3%$90.9M$89.5M-$1.4M2026-11-04
Gemmer Asset Management LLC
DECREASED2,676,9762,688,126-11,1500%$83.6M$84.2M+$643.7K2026-10-16
Quadrant Capital Group LLC
DECREASED2,671,5872,707,265-35,678-1%$84.2M$86.5M+$2.3M2026-10-20
Davenport & Co LLC
INCREASED2,483,0151,959,498+523,517+27%$60.9M$78.1M+$17.2M2026-10-14
Reston Wealth Management LLC
DECREASED2,355,1792,366,034-10,8550%$73.6M$74.1M+$533.8K2026-10-29
Bell Investment Advisors, Inc
INCREASED2,236,6082,202,691+33,917+2%$68.5M$70.4M+$1.9M2026-10-29
Creative Planning
INCREASED2,202,8372,178,826+24,011+1%$67.8M$69.3M+$1.6M2026-11-02
Lee Financial Co
INCREASED2,198,3332,177,038+21,295+1%$67.7M$69.2M+$1.5M2026-10-16
True North Advisors, LLC
INCREASED2,163,7682,140,879+22,889+1%$66.6M$68.1M+$1.5M2026-10-22
Prairiewood Capital, LLC
INCREASED2,018,6811,973,737+44,944+2%$61.4M$63.5M+$2.1M2026-10-16
Eagle Strategies LLC
INCREASED1,855,0041,814,296+40,708+2%$56.4M$58.4M+$2.0M2026-10-16
Cornerstone Planning Group LLC
INCREASED1,745,2481,742,873+2,375+0%$55.1M$56.1M+$1.0M2026-10-16
Tanglewood Wealth Management, Inc.
INCREASED1,738,5251,719,646+18,879+1%$53.5M$54.7M+$1.2M2026-10-23
Ashford Advisors, LLC
DECREASED1,732,5721,828,254-95,682-5%$56.9M$54.5M-$2.3M2026-11-02
Kavar Capital Partners Group, LLC
INCREASED1,695,3671,650,796+44,571+3%$51.3M$53.4M+$2.0M2026-11-06
Koesten, Hirschmann & Crabtree, Inc.
DECREASED1,663,4731,694,633-31,160-2%$52.7M$52.3M-$353.6K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED1,540,2381,530,215+10,023+1%$47.6M$48.5M+$881.6K2026-10-29
TTP Investments, Inc.
NEW1,512,077—+1,512,077——$47.6M—2026-10-30
Resonant Capital Advisors, LLC
DECREASED1,392,4851,424,766-32,281-2%$44.3M$43.8M-$488.7K2026-10-15
Commonwealth Equity Services, LLC
DECREASED1,130,0461,152,222-22,176-2%$35.8M$35.6M-$271.6K2026-11-02
PTM Wealth Management, LLC
INCREASED1,126,6711,111,614+15,057+1%$35.0M$36.1M+$1.0M2026-10-23
Richardson Capital Management LLC
INCREASED1,050,6061,032,253+18,353+2%$32.1M$33.1M+$959.5K2026-10-23
Certified Advisory Corp
INCREASED1,049,620979,820+69,800+7%$30.5M$33.0M+$2.6M2026-10-29
Allen Wealth Management, LLC
INCREASED1,047,8911,005,844+42,047+4%$31.3M$33.0M+$1.7M2026-10-29
First Community Trust NA
INCREASED1,005,2982,979+1,002,319+33646%$92.6K$31.6M+$31.5M2026-10-07
Berman McAleer LLC
DECREASED973,941985,797-11,856-1%$30.7M$30.6M-$8.4K2026-10-16
Solitude Financial Services
INCREASED964,022945,622+18,400+2%$29.4M$30.3M+$928.9K2026-10-26
Moller Wealth Partners
INCREASED962,548958,661+3,887+0%$29.8M$30.3M+$477.0K2026-10-15
Wealth Forward, LLC
INCREASED960,309619,404+340,905+55%$19.3M$30.2M+$11.0M2026-10-14
Planned Solutions, Inc.
DECREASED959,2631,034,102-74,839-7%$32.2M$30.2M-$2.0M2026-10-19
TruNorth Capital Management, LLC
INCREASED958,827949,267+9,560+1%$29.5M$30.2M+$652.1K2026-10-14
CPC Advisors, LLC
DECREASED818,280828,961-10,681-1%$25.8M$25.8M-$29.4K2026-10-21
Firestone Capital Management
DECREASED765,742783,413-17,671-2%$24.4M$24.1M-$266.3K2026-11-03
Elevation Wealth Partners, LLC
INCREASED754,377747,950+6,427+1%$23.3M$23.7M+$479.0K2026-10-07
Your Advocates Ltd., LLP
DECREASED742,028754,822-12,794-2%$23.5M$23.4M-$123.4K2026-11-03
Washington Trust Advisors, Inc.
INCREASED737,612737,035+577+0%$22.9M$23.2M+$290.9K2026-10-22
Cabot Wealth Management Inc
INCREASED737,435729,227+8,208+1%$22.7M$23.2M+$528.1K2026-11-05
Aufman Associates Inc
INCREASED731,629699,040+32,589+5%$21.7M$23.0M+$1.3M2026-11-04
Pennsylvania Capital Management Inc
INCREASED702,670698,020+4,650+1%$21.7M$22.1M+$404.6K2026-11-05
Highline Wealth Partners LLC
INCREASED679,810659,630+20,180+3%$20.5M$21.4M+$879.1K2026-10-19
Envision Financial LLC
INCREASED661,197618,699+42,498+7%$19.2M$20.8M+$1.6M2026-10-15
Johnson Bixby & Associates, LLC
DECREASED644,605660,586-15,981-2%$20.5M$20.3M-$258.5K2026-10-14
VVR Holdings LLC
INCREASED632,864617,012+15,852+3%$19.2M$19.9M+$727.2K2026-10-19
Asset Allocation Strategies LLC
INCREASED624,571569,600+54,971+10%$17.7M$19.7M+$1.9M2026-10-20
Northland Capital Management LLC
INCREASED623,120608,030+15,090+2%$18.9M$19.6M+$699.9K2026-10-15
Strata Wealth Advisors, LLC
INCREASED621,984617,597+4,387+1%$19.2M$19.6M+$366.6K2026-10-16
White Pine Investment Co
INCREASED619,801617,762+2,039+0%$19.2M$19.5K-$19.2M2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED584,694396,028+188,666+48%$12.3M$18.4M+$6.1M2026-10-28
Williams Financial, LLC
INCREASED558,321553,422+4,899+1%$17.2M$17.6M+$358.9K2026-10-19
Savant Capital, LLC
INCREASED555,646542,991+12,655+2%$16.5M$17.5M+$943.4K2026-11-06
Sellwood Investment Partners LLC
DECREASED517,941557,233-39,292-7%$17.3M$16.3M-$1.0M2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED502,820455,404+47,416+10%$14.2M$15.8M+$1.7M2026-10-30
Equity Wealth Partners, LLC
INCREASED496,447483,474+12,973+3%$15.0M$15.6M+$587.1K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED488,361440,070+48,291+11%$13.8M$15.7M+$1.8M2026-10-13
Lakewood Asset Management LLC
INCREASED430,314397,708+32,606+8%$12.4M$13.5M+$1.2M2026-10-26
Park Avenue Securities LLC
INCREASED422,803404,248+18,555+5%$12.6M$13.3K-$12.6M2026-10-26
Archford Capital Strategies, LLC
INCREASED422,761416,168+6,593+2%$12.9M$13.3M+$361.4K2026-10-19
Cedar Point Capital Partners, LLC
DECREASED422,453423,019-5660%$13.2M$13.3M+$138.7K2026-10-29
Sterling Financial Planning, Inc.
DECREASED415,377418,339-2,962-1%$13.0M$13.1M+$61.6K2026-10-28
Arcadia Investment Advisors LLC
DECREASED408,127409,014-8870%$12.7M$12.8M+$123.4K2026-10-13
Collective Family Office LLC
INCREASED402,400392,961+9,439+2%$12.2M$12.7M+$442.5K2026-10-05
Alhambra Investment Management LLC
DECREASED392,445394,513-2,068-1%$12.3M$12.4M+$80.9K2026-10-15
Merit Financial Group, LLC
DECREASED377,541432,693-55,152-13%$13.5M$11.9M-$1.6M2026-11-06
Breakwater Capital Group
INCREASED368,368326,127+42,241+13%$10.1M$11.6M+$1.4M2026-10-09
Kestra Advisory Services, LLC
INCREASED368,293342,977+25,316+7%$10.7M$11.6M+$923.6K2026-11-02
Milestone Investment Advisors LLC
DECREASED350,841352,730-1,889-1%$11.0M$11.0M+$71.1K2026-11-05
Arlington Financial Advisors, LLC
DECREASED343,407347,092-3,685-1%$10.8M$10.8M+$12.4K2026-10-19
BCS Wealth Management
INCREASED317,023280,104+36,919+13%$8.7M$10.0M+$1.3M2026-11-03
Guardian Financial Partners, LLC
DECREASED309,221313,049-3,828-1%$9.7M$9.7M-$4.6K2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED305,030282,455+22,575+8%$8.8M$9.6M+$814.9K2026-10-26
Darrow Company, Inc.
INCREASED295,963294,344+1,619+1%$9.2M$9.3M+$164.9K2026-10-22
RHS Financial, LLC
DECREASED288,838297,927-9,089-3%$9.3M$9.1M-$175.8K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED277,989277,98900%$8.6M$8.7M+$102.9K2026-10-23
Quadcap Wealth Management, LLC
DECREASED277,093286,161-9,068-3%$8.9M$8.7M-$179.5K2026-11-02
Stillwater Wealth Management Group
INCREASED275,654235,333+40,321+17%$7.3M$8.7M+$1.4M2026-10-21
BIP Wealth, LLC
DECREASED272,995273,674-6790%$8.5M$8.6M+$79.9K2026-10-22
Boyce & Associates Wealth Consulting, Inc.
INCREASED272,866243,240+29,626+12%$7.6M$8.6M+$1.0M2026-10-14
Novem Group
DECREASED267,276269,946-2,670-1%$8.4M$8.4M+$15.9K2026-10-19
Csenge Advisory Group
INCREASED254,488219,963+34,525+16%$6.8M$8.0M+$1.2M2026-11-04
Cowa, LLC
DECREASED237,780239,072-1,292-1%$7.4M$7.5M+$47.8K2026-10-30
Integrity Alliance, Llc.
DECREASED233,089247,381-14,292-6%$7.7M$7.3M-$358.3K2026-10-29
First Affirmative Financial Network
NEW230,445—+230,445——$7.3M—2026-10-21
Schmidt P J Investment Management Inc
INCREASED229,264226,934+2,330+1%$7.1M$7.2M+$157.3K2026-11-02
Argos Wealth Advisors, LLC
DECREASED228,106229,163-1,0570%$7.1M$7.2M+$51.5K2026-11-02
Capital Advantage, Inc.
INCREASED227,037214,467+12,570+6%$6.7M$7.1M+$474.9K2026-10-14
IFC & Insurance Marketing, Inc.
DECREASED221,870281,542-59,672-21%$8.8M$7.0M-$1.8M2026-10-16
Succession Financial, Inc.
INCREASED218,205124,191+94,014+76%$3.9M$6.9M+$3.0M2026-10-14
Journey Advisory Group, LLC
DECREASED218,159234,993-16,834-7%$7.3M$6.9M-$442.8K2026-11-04
BFI Wealth Solutions, LLC
DECREASED216,672231,563-14,891-6%$7.2M$7.1M-$73.0K2026-10-16
Baker Ellis Asset Management LLC
INCREASED216,291215,491+800+0%$6.7M$6.8M+$104.9K2026-10-14
Lido Advisors, LLC
INCREASED195,157167,628+27,529+16%$5.2M$6.1M+$928.4K2026-11-04
Compass Financial Group, Inc
INCREASED194,60763,157+131,450+208%$2.0M$6.1M+$4.2M2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED190,322184,571+5,751+3%$5.7M$6.0M+$249.3K2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED190,173159,917+30,256+19%$5.0M$6.0M+$1.0M2026-10-09
Allworth Financial LP
INCREASED183,589181,401+2,188+1%$5.6M$5.7M+$68.1K2026-11-06
Centurion Wealth Management LLC
NEW173,299—+173,299——$5.5M—2026-10-13
Stage Harbor Financial, LLC
DECREASED172,457178,629-6,172-3%$5.6M$5.4M-$128.1K2026-11-03
Verum Partners LLC
DECREASED171,346186,856-15,510-8%$5.8M$5.4M-$419.0K2026-10-21
Shakespeare Wealth Management, LLC
INCREASED168,757167,354+1,403+1%$5.2M$5.3M+$106.1K2026-10-28
Droms Strauss Advisors Inc
DECREASED168,707169,687-980-1%$5.3M$5.3M+$32.0K2026-11-03
Tempus Wealth Planning, LLC
INCREASED168,411165,667+2,744+2%$5.2M$5.3M+$147.7K2026-10-14
Focus Financial Network, Inc.
DECREASED168,118179,678-11,560-6%$5.6M$5.3M-$297.3K2026-10-14
Yanni & Associates Investment Advisors, LLC
DECREASED166,695169,794-3,099-2%$5.3M$5.2M-$34.7K2026-10-14
Blueprint Investment Partners LLC
DECREASED163,784168,153-4,369-3%$5.2M$5.2M-$75.3K2026-10-28
Blueprint Financial Advisors LLC
DECREASED163,784166,468-2,684-2%$5.2M$5.2M-$22.9K2026-10-28
Cathy Pareto & Associates, Inc
INCREASED162,659149,823+12,836+9%$4.7M$5.1M+$459.4K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED161,323191,841-30,518-16%$6.1M$5.1M-$987.3K2026-10-29
HB Wealth Management, LLC
INCREASED159,15641,190+117,966+286%$1.3M$5.0M+$3.7M2026-10-23
Prospera Financial Services Inc
INCREASED158,404145,745+12,659+9%$4.5M$5.2M+$648.7K2026-11-04
Fortitude Family Office, LLC
DECREASED155,673156,641-968-1%$4.9M$4.9M+$27.5K2026-10-14
IFP Advisors, Inc
INCREASED151,117142,262+8,855+6%$4.4M$4.8M+$331.3K2026-10-16
Cidel Asset Management Inc
DECREASED148,877155,097-6,220-4%$4.8M$4.7M-$138.4K2026-10-29
Valmark Advisers, Inc.
INCREASED148,547141,614+6,933+5%$4.4M$4.7M+$270.6K2026-11-06
Vise Technologies, Inc.
DECREASED146,838154,216-7,378-5%$4.8M$4.6M-$175.1K2026-10-29
WIN Advisors, Inc
NEW146,147—+146,147——$4.6M—2026-11-06
Mission Wealth Management, LP
DECREASED146,107207,214-61,107-29%$6.4M$4.6M-$1.8M2026-10-15
Farther Finance Advisors, LLC
INCREASED142,647136,979+5,668+4%$4.3M$4.5M+$229.0K2026-10-08
Carnegie Investment Counsel
INCREASED141,197132,510+8,687+7%$4.1M$4.4M+$322.4K2026-10-20
Mattern Wealth Management LLC
INCREASED130,000120,000+10,000+8%$3.7M$4.1M+$359.1K2026-11-04
Warner Financial, Inc
INCREASED129,245125,438+3,807+3%$3.9M$4.1M+$166.2K2026-11-06
Cambridge Advisors Inc.
INCREASED127,291127,243+48+0%$4.0M$4.0M+$48.6K2026-10-19
SAX Wealth Advisors, LLC
INCREASED125,618104,729+20,889+20%$2.9M$4.0M+$1.0M2026-10-13
Cutler Investment Counsel LLC
INCREASED125,525112,177+13,348+12%$3.5M$4.0M+$461.6K2026-10-28
Lodestar Private Asset Management LLC
DECREASED118,549121,702-3,153-3%$3.8M$3.7M-$54.2K2026-10-26
Larson Financial Group LLC
INCREASED114,71553,588+61,127+114%$1.7M$3.6M+$1.9M2026-11-05
Whitener Capital Management, Inc.
INCREASED112,391103,246+9,145+9%$3.2M$3.5M+$326.0K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED110,274110,049+225+0%$3.4M$3.5M+$47.8K2026-10-27
Roof Eidam Maycock Peralta, LLC
DECREASED109,858110,558-700-1%$3.4M$3.5M+$18.9K2026-10-15
Perigon Wealth Management, LLC
INCREASED109,431103,049+6,382+6%$3.2M$3.4M+$239.0K2026-10-22
Level Four Advisory Services, LLC
INCREASED109,29321,477+87,816+409%$668.0K$3.4M+$2.8M2026-11-06
HUB Investment Partners, LLC
DECREASED107,407108,397-990-1%$3.4M$3.4M+$8.9K2026-11-03
Meridian Wealth Management, LLC
DECREASED104,678119,609-14,931-12%$3.7M$3.3M-$425.6K2026-11-05
Kings Path Partners LLC
DECREASED98,97599,912-937-1%$3.1M$3.1M+$7.5K2026-10-21
Alpha Omega Wealth Management LLC
INCREASED98,80874,556+24,252+33%$2.3M$3.1M+$790.8K2026-10-23
SteelPeak Wealth, LLC
DECREASED97,97899,464-1,486-1%$3.1M$3.1M-$10.0K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED95,74192,877+2,864+3%$2.9M$3.0M+$124.5K2026-10-08
Mezzasalma Advisors, LLC
INCREASED88,84186,912+1,929+2%$2.4M$2.5M+$86.5K2026-10-14
Briggs Wealth Management, Inc
INCREASED88,55971,026+17,533+25%$2.2M$2.8M+$578.0K2026-10-26
PFG Advisors
INCREASED86,84683,967+2,879+3%$2.6M$2.7M+$121.7K2026-10-16
Riverchase Wealth Management, LLC
UNCHANGED85,74885,74800%$2.7M$2.7M+$31.7K2026-10-28
Curtis Advisory Group, LLC
INCREASED82,97981,603+1,376+2%$2.5M$2.6M+$73.5K2026-10-28
Asset Advisory Group, Inc.
INCREASED82,01381,671+342+0%$2.5M$2.6M+$41.0K2026-10-20
Truist Financial Corp
DECREASED80,97582,103-1,128-1%$2.6M$2.5M-$5.1K2026-10-30
R. W. Roge & Company, Inc.
DECREASED79,07979,260-1810%$2.5M$2.5K-$2.5M2026-11-04
YHB Investment Advisors, Inc.
INCREASED77,94165,000+12,941+20%$2.0M$2.5M+$431.3K2026-10-08
Valeo Financial Advisors, LLC
INCREASED74,71074,519+191+0%$2.3M$2.4M+$33.6K2026-10-08
Catalyst Financial Partners LLC
INCREASED73,15335,210+37,943+108%$1.1M$2.3M+$1.2M2026-11-06
Maseco LLP
DECREASED72,66178,421-5,760-7%$2.4M$2.3M-$151.4K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED70,72870,72800%$2.2M$2.2M+$26.2K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED67,85767,766+91+0%$2.1M$2.1M+$28.0K2026-10-26
Sheets Smith Wealth Management
DECREASED67,59068,427-837-1%$2.1M$2.1M-$1.0K2026-10-16
Go Invest LLC
INCREASED66,67258,586+8,086+14%$1.8M$2.1M+$276.2K2026-10-09
WealthCare Investment Partners, LLC
DECREASED65,87172,834-6,963-10%$2.3M$2.1M-$192.2K2026-11-05
Harbor Asset Planning, Inc.
INCREASED65,59265,443+149+0%$2.0M$2.1M+$28.9K2026-10-23
Nabity-Jensen Investment Management Inc
INCREASED64,97164,624+347+1%$2.0M$2.0M+$34.8K2026-10-23
Harbor Group, Inc.
DECREASED64,92864,945-170%$2.0M$2.0M+$23.5K2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED64,90065,586-686-1%$2.0M$2.0M+$2.7K2026-10-16
Bulwark Capital Corp
DECREASED63,91963,961-420%$2.0M$2.0M+$22.3K2026-10-13
Capital Investment Advisors, LLC
INCREASED62,63556,978+5,657+10%$1.8M$2.0M+$199.1K2026-10-22
InTrack Investment Management Inc
INCREASED62,28761,589+698+1%$1.9M$2.0M+$44.8K2026-10-15
Midland Wealth Advisors, LLC
DECREASED62,15362,937-784-1%$2.0M$2.0M-$1.4K2026-10-26
Perryman Financial Advisory Inc
INCREASED61,57555,937+5,638+10%$1.7M$1.9M+$198.1K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED61,32948,999+12,330+25%$1.5M$1.9M+$406.1K2026-10-23
Chicago Partners Investment Group LLC
DECREASED59,99461,621-1,627-3%$1.9M$2.0M+$24.0K2026-10-27
Directional Asset Management
INCREASED58,72158,524+197+0%$1.8M$1.8M+$27.8K2026-10-22
Citizens National Bank Trust Department
INCREASED56,58954,677+1,912+4%$1.7M$1.8M+$80.4K2026-11-04
Whipplewood Advisors, LLC
DECREASED56,57557,624-1,049-2%$1.8M$1.8M-$11.7K2026-10-20
Jacobi Capital Management LLC
INCREASED55,82553,944+1,881+3%$1.7M$1.8M+$79.2K2026-11-05
Gryphon Financial Partners LLC
INCREASED54,90650,766+4,140+8%$1.6M$1.7M+$149.1K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED54,74954,74900%$1.7M$1.7M+$20.3K2026-10-27
Financial Planning Hawaii, Inc.
INCREASED54,42848,296+6,132+13%$1.5M$1.7M+$210.8K2026-10-13
MidAtlantic Capital Management, Inc.
INCREASED53,14951,342+1,807+4%$1.6M$1.7M+$75.8K2026-11-05
Montag A & Associates Inc
INCREASED53,09527,800+25,295+91%$864.6K$1.7M+$806.3K2026-10-29
Avestar Capital, LLC
DECREASED52,47952,552-730%$1.6M$1.7M+$17.1K2026-10-28
Diversified Management Inc
INCREASED51,28745,475+5,812+13%$1.4M$1.6M+$199.7K2026-10-08
Nations Financial Group Inc,
INCREASED50,30047,546+2,754+6%$1.5M$1.6M+$104.3K2026-11-05
Yoder Wealth Management, Inc.
UNCHANGED49,72249,72200%$1.5M$1.6M+$18.4K2026-10-13
Values Added Financial LLC
UNCHANGED49,70449,70400%$1.5M$1.6M+$18.4K2026-10-28
CoreCap Advisors, LLC
INCREASED49,26232,447+16,815+52%$1.0M$1.6M+$541.2K2026-10-08
AMI Investment Management Inc
UNCHANGED48,30948,30900%$1.5M$1.5M+$17.9K2026-10-27
Salem Investment Counselors Inc
INCREASED47,95347,675+278+1%$1.5M$1.5M+$26.4K2026-10-13
Parsons Capital Management Inc
NEW47,664—+47,664——$1.5M—2026-10-28
D.A. Davidson & Co.
INCREASED47,43435,536+11,898+33%$1.1M$1.5M+$387.6K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED47,02246,888+134+0%$1.5M$1.5M+$21.6K2026-11-02
Apella Capital, LLC
INCREASED46,39336,798+9,595+26%$1.2M$1.5M+$326.2K2026-10-08
JFS Wealth Advisors, LLC
NEW45,890—+45,890——$1.4M—2026-11-03
Valley National Advisers Inc
DECREASED45,79445,820-260%$1.4M$1.4M+$16.1K2026-10-23
Signaturefd, LLC
INCREASED45,71945,718+10%$1.4M$1.4M+$16.9K2026-10-23
Kuhn & Co Investment Counsel
UNCHANGED45,50745,50700%$1.4M$1.4M+$16.8K2026-10-29
McGrath & Associates, Inc.
DECREASED45,12248,615-3,493-7%$1.5M$1.4M-$91.9K2026-10-27
Root Financial Partners, LLC
INCREASED44,10143,793+308+1%$1.4M$1.4M+$25.9K2026-10-21
Koshinski Asset Management, Inc.
INCREASED43,83043,829+10%$1.4M$1.4M+$16.3K2026-10-29
Ballast Financial Advisors LLC
DECREASED43,73944,248-509-1%$1.4M$1.4M+$3532026-10-26
Creative Financial Designs Inc
INCREASED42,72338,934+3,789+10%$1.2M$1.3M+$133.6K2026-11-04
Facet Wealth, Inc.
INCREASED42,58331,759+10,824+34%$987.7K$1.3M+$352.4K2026-11-04
US Bancorp \de\
DECREASED42,48648,207-5,721-12%$1.5M$1.3M-$162.3K2026-11-05
Foguth Wealth Management, Llc.
DECREASED41,34457,851-16,507-29%$1.8M$1.3M-$468.0K2026-10-19
AdvisorNet Financial, Inc
DECREASED41,32346,500-5,177-11%$1.4M$1.3M-$109.4K2026-10-15
Heritage Wealth Management, Inc.
INCREASED41,03635,826+5,210+15%$1.1M$1.3M+$177.2K2026-10-28
Beacon Financial Planning, Inc
INCREASED40,86239,741+1,121+3%$1.2M$1.3M+$50.0K2026-11-04
Auxano Advisors, LLC
INCREASED40,10936,388+3,721+10%$1.1M$1.3M+$130.6K2026-11-06
Wedmont Private Capital
INCREASED39,75937,527+2,232+6%$1.2M$1.3M+$97.2K2026-10-09
Compound Planning, Inc.
INCREASED39,19227,175+12,017+44%$845.1K$1.2M+$388.2K2026-11-05
Platt Wealth Management LLC
INCREASED39,09734,913+4,184+12%$1.1M$1.2K-$1.1M2026-11-04
Bedel Financial Consulting, Inc.
INCREASED37,44036,040+1,400+4%$1.1M$1.2M+$57.4K2026-11-06
Sage Financial Group Inc
UNCHANGED36,80836,80800%$1.1M$1.2M+$13.6K2026-10-27
Everest Financial Group LLC
INCREASED36,63118,766+17,865+95%$583.6K$1.2M+$569.2K2026-11-06
Clear Point Advisors Inc.
INCREASED36,57535,326+1,249+4%$1.1M$1.2M+$52.4K2026-10-30
Clarity Capital Advisors, LLC
INCREASED36,35336,217+136+0%$1.1M$1.1M+$17.7K2026-10-27
Phillips Financial Management, LLC
UNCHANGED35,62735,62700%$1.1M$1.1M+$13.2K2026-10-19
Arbor Investment Advisors, LLC
INCREASED34,38314,652+19,731+135%$455.7K$1.1M+$626.3K2026-10-26
Essential Investment Partners LLC
INCREASED33,80825,309+8,499+34%$787.1K$1.1M+$276.8K2026-10-27
Crusonia Wealth Advisors LLC
INCREASED33,24331,034+2,209+7%$965.2K$1.0M+$81.0K2026-10-26
Addison Advisors LLC
UNCHANGED33,10733,10700%$1.0M$1.0M+$12.2K2026-11-06
Councilor Wealth, LLC
INCREASED32,63732,623+14+0%$1.0M$1.0M+$12.5K2026-10-09
HRC Wealth Management, LLC
INCREASED32,37532,254+121+0%$1.0M$1.0M+$15.7K2026-10-16
Appleton Partners Inc
INCREASED31,88729,565+2,322+8%$919.0K$1.0K-$918.0K2026-10-30
KCM Investment Advisors LLC
DECREASED31,24142,652-11,411-27%$1.3M$983.2K-$343.3K2026-10-27
PNC Financial Services Group, Inc.
DECREASED31,22734,023-2,796-8%$1.1M$982.7K-$75.4K2026-11-06
Revolve Wealth Partners, LLC
UNCHANGED31,17931,17900%$969.7K$981.2K+$11.5K2026-10-23
Townsend Asset Management Corp
DECREASED31,14431,331-187-1%$974.4K$980.1K+$5.7K2026-10-29
Trust Point Inc.
UNCHANGED28,60928,60900%$889.7K$900.3K+$10.6K2026-10-27
Sigma Planning Corp
DECREASED28,25031,293-3,043-10%$973.2K$889.0K-$84.2K2026-10-23
Monetary Solutions, Ltd
UNCHANGED28,11428,11400%$874.3K$884.7K+$10.4K2026-10-22
Wealth Advisory Team LLC
INCREASED27,78627,682+104+0%$860.9K$874.4K+$13.5K2026-11-05
Mengis Capital Management, Inc.
INCREASED27,55425,568+1,986+8%$795.2K$867.1K+$72.0K2026-10-13
Integrated Advisors Network LLC
DECREASED26,99028,220-1,230-4%$877.6K$849.4K-$28.3K2026-10-20
L.K. Benson & Company, P.C.
INCREASED26,94326,818+125+0%$834.1K$847.9K+$13.8K2026-10-23
Clark Asset Management, LLC
INCREASED26,85626,851+5+0%$835.1K$845.2K+$10.1K2026-10-19
Evanson Financial, LLC
UNCHANGED26,44226,44200%$822.3K$832.1K+$9.8K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED25,91923,562+2,357+10%$732.8K$815.7K+$82.9K2026-10-13
Studio Investment Management LLC
DECREASED25,56625,908-342-1%$805.7K$804.6K-$1.2K2026-10-22
Midwest Trust Co
UNCHANGED25,29525,29500%$786.7K$796.0K+$9.4K2026-10-22
Compass Financial Management LLC
DECREASED25,20825,436-228-1%$791.3K$793.3K+$1.9K2026-10-30
Assetmark, Inc
INCREASED25,00217,661+7,341+42%$549.3K$786.8K+$237.6K2026-10-21
Builder Investment Group Inc
DECREASED24,48024,862-382-2%$773.2K$770.4K-$2.8K2026-10-22
Canandaigua National Trust Co of Florida
NEW24,360—+24,360——$766.6K—2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED24,06224,684-622-3%$767.7K$757.2K-$10.4K2026-11-04
Axxcess Wealth Management, LLC
DECREASED23,91845,243-21,325-47%$1.4M$752.7K-$654.4K2026-10-21
Tactive Advisors, LLC
INCREASED23,48721,503+1,984+9%$668.8K$739.1K+$70.4K2026-10-08
Global Assets Advisory, LLC
DECREASED23,04923,609-560-2%$735.6K$734.7K-$9182026-10-28
Plan A Wealth LLC
INCREASED23,01722,772+245+1%$708.2K$724.3K+$16.1K2026-10-08
Welch Group, LLC
INCREASED22,90219,536+3,366+17%$607.6K$720.7K+$113.2K2026-10-29
Flagship Wealth Advisors, LLC
INCREASED22,85416,364+6,490+40%$508.9K$719.2K+$210.3K2026-11-03
WealthPLAN Partners, LLC
DECREASED22,80422,899-950%$712.2K$717.6K+$5.5K2026-10-15
Independent Financial Group, LLC
INCREASED22,66719,760+2,907+15%$614.5K$713.3K+$98.8K2026-10-13
BXM Wealth LLC
INCREASED22,33716,192+6,145+38%$503.6K$702.9K+$199.4K2026-11-03
First National Trust Co
INCREASED22,18620,860+1,326+6%$648.7K$698.2K+$49.4K2026-10-28
Tenon Financial LLC
INCREASED22,13322,050+83+0%$685.7K$696.5K+$10.8K2026-10-14
Thrivent Financial for Lutherans
DECREASED21,76922,894-1,125-5%$712.0K$685-$711.3K2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED21,68423,113-1,429-6%$718.8K$682.4K-$36.4K2026-10-09
Parallel Advisors, LLC
DECREASED21,29724,289-2,992-12%$755.4K$670.2K-$85.2K2026-11-03
Legacy Financial Strategies, LLC
INCREASED20,77820,769+9+0%$645.9K$653.9K+$8.0K2026-10-15
Chilton Capital Management LLC
DECREASED20,28221,712-1,430-7%$675.2K$638.3K-$37.0K2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED20,12815,612+4,516+29%$485.5K$633.4K+$147.9K2026-10-15
Summit Wealth Group LLC / Co
UNCHANGED20,06120,06100%$623.9K$631.3K+$7.4K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED19,64619,518+128+1%$607.0K$618.3K+$11.3K2026-10-26
Brookstone Capital Management
INCREASED19,62516,779+2,846+17%$521.8K$617.6K+$95.8K2026-10-22
Dahring | Cusmano LLC
DECREASED19,60419,905-301-2%$619.0K$617.0K-$2.1K2026-11-03
Russell Investments Group, Ltd.
INCREASED19,32910,688+8,641+81%$332.4K$608.3K+$275.9K2026-11-06
J. L. Bainbridge & Co., Inc.
UNCHANGED19,13119,13100%$595.0K$602.1K+$7.1K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED19,00218,952+50+0%$589.4K$598.0K+$8.6K2026-10-20
FSM Wealth Advisors, LLC
INCREASED18,99616,050+2,946+18%$499.2K$610.9K+$111.8K2026-10-27
Joel Isaacson & Co., LLC
INCREASED18,94517,246+1,699+10%$536.3K$596.2K+$59.9K2026-11-05
Apollon Wealth Management, LLC
INCREASED18,84213,510+5,332+39%$420.2K$593.0K+$172.8K2026-10-23
Smith Salley Wealth Management
INCREASED18,73414,252+4,482+31%$443.2K$589.6K+$146.3K2026-11-03
Mather Group, Llc.
DECREASED18,67418,835-161-1%$585.8K$587.7K+$1.9K2026-10-14
Modera Wealth Management, LLC
INCREASED18,66215,834+2,828+18%$492.4K$587.3K+$94.9K2026-10-28
CWA Asset Management Group, LLC
INCREASED18,5077,049+11,458+163%$219.2K$582.4K+$363.2K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED17,93814,003+3,935+28%$435.5K$564.5K+$129.0K2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED17,77617,085+691+4%$531.3K$559.4K+$28.1K2026-11-04
Fund Evaluation Group, LLC
DECREASED17,59320,286-2,693-13%$630.9K$553.7K-$77.2K2026-11-05
Patten & Patten Inc
INCREASED17,43315,017+2,416+16%$467.0K$548.6K+$81.6K2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED17,09917,09900%$531.8K$538.1K+$6.3K2026-11-02
Wavvest Wealth LLC
NEW16,864—+16,864——$530.7K—2026-10-21
Destiny Wealth Partners, LLC
NEW16,490—+16,490——$539.2K—2026-11-05
Abound Wealth Management
INCREASED16,18616,115+71+0%$501.2K$509.4K+$8.2K2026-10-26
Argyle Capital Partners, LLC
UNCHANGED15,71315,71300%$488.7K$494.5K+$5.8K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED15,69115,761-700%$492.8K$502.1K+$9.3K2026-10-19
ZWJ Investment Counsel Inc
UNCHANGED15,67515,67500%$487.5K$493.3K+$5.8K2026-10-15
World Equity Group, Inc.
DECREASED15,52887,295-71,767-82%$2.7M$488.7K-$2.2M2026-10-14
Burford Brothers, Inc.
INCREASED15,08414,627+457+3%$454.9K$474.7K+$19.8K2026-10-21
Channel Wealth LLC
INCREASED15,07015,066+4+0%$468.6K$474.2K+$5.7K2026-11-06
Signature Equity Partners, LLC
DECREASED15,04115,339-298-2%$477.0K$473.3K-$3.7K2026-10-29
Wedbush Securities Inc
DECREASED14,63017,100-2,470-14%$532.0K$460-$531.5K2026-10-22
CRA Financial Services, LLC
UNCHANGED14,60014,60000%$454.1K$459.5K+$5.4K2026-10-16
Sensenig Capital Advisors, Inc
INCREASED14,43514,187+248+2%$441.2K$454.3K+$13.1K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED14,38711,581+2,806+24%$360.2K$452.8K+$92.6K2026-10-05
Wespac Advisors, LLC
DECREASED14,33714,566-229-2%$453.0K$451.2K-$1.8K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED14,0748,517+5,557+65%$264.9K$442.9K+$178.0K2026-11-05
Evergreen Capital Management LLC
UNCHANGED14,04714,04700%$436.9K$442.1K+$5.2K2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED13,95913,95900%$434.1K$439.3K+$5.2K2026-10-26
Partners in Financial Planning
UNCHANGED13,82313,82300%$429.9K$435.0K+$5.1K2026-11-06
Fisher Asset Management, LLC
DECREASED13,63414,939-1,305-9%$464.6K$429.1K-$35.5K2026-11-06
Marino, Stram & Associates LLC
INCREASED13,62213,597+25+0%$422.9K$428.7K+$5.8K2026-10-22
RAM Investment Partners, LLC
NEW13,600—+13,600——$428.0K—2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED13,58414,203-619-4%$441.7K$427.5K-$14.2K2026-10-21
ARS Wealth Advisors Group, LLC
DECREASED13,54218,412-4,870-26%$572.6K$426.2K-$146.4K2026-10-16
Twin Cities Retirement Group LLC
NEW13,466—+13,466——$423.8K—2026-10-16
Westco Advisory Services Inc
INCREASED13,43712,847+590+5%$399.5K$422.9K+$23.3K2026-10-14
Moors & Cabot, Inc.
INCREASED13,22211,622+1,600+14%$361.4K$416.1K+$54.7K2026-11-06
Fifth Third Bancorp
INCREASED13,2029,420+3,782+40%$293.0K$415.5K+$122.5K2026-11-05
Weatherly Asset Management L. P.
UNCHANGED13,14213,14200%$408.7K$413.6K+$4.9K2026-10-20
CGN Advisors LLC
UNCHANGED13,02013,02000%$404.9K$409.7K+$4.8K2026-10-21
Brighton Jones LLC
INCREASED12,85312,574+279+2%$391.1K$404.5K+$13.4K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED12,84412,84400%$399.4K$404.2K+$4.8K2026-10-16
Procyon Advisors, LLC
INCREASED12,80411,904+900+8%$370.2K$402.9K+$32.7K2026-10-21
Capital Investment Counsel, LLC
DECREASED12,74612,852-106-1%$399.7K$401.1K+$1.4K2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED12,73712,690+47+0%$394.7K$400.9K+$6.2K2026-10-19
Money Concepts Capital Corp
INCREASED12,67411,430+1,244+11%$355.5K$398.8K+$43.4K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED12,55610,936+1,620+15%$340.1K$395.1K+$55.0K2026-10-16
First Pacific Financial
INCREASED12,35012,334+16+0%$383.6K$388.7K+$5.1K2026-10-14
ATX Financial Planning, LLC
UNCHANGED12,19312,19300%$379.2K$383.7K+$4.5K2026-10-14
Anson Capital, Inc.
UNCHANGED12,02512,02500%$374.0K$378.4K+$4.5K2026-10-23
Courier Capital LLC
NEW11,938—+11,938——$375.7K—2026-10-19
SC&H Financial Advisors, Inc.
INCREASED11,93711,892+45+0%$369.9K$375.7K+$5.8K2026-10-14
MBE Wealth Management, LLC
INCREASED11,7736,917+4,856+70%$215.1K$370.5K+$155.4K2026-10-26
International Assets Investment Management, LLC
DECREASED11,72912,600-871-7%$392.0K$370.2K-$21.8K2026-11-02
Everhart Financial Group, Inc.
UNCHANGED11,68411,68400%$363.4K$367.7K+$4.3K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED11,47814,800-3,322-22%$460.3K$361.2K-$99.1K2026-11-06
Walkner Condon Financial Advisors LLC
UNCHANGED11,42911,42900%$355.4K$359.7K+$4.2K2026-11-02
Index Fund Advisors, Inc.
UNCHANGED11,32511,32500%$352.2K$356.4K+$4.2K2026-11-05
Diversify Advisory Services, LLC
INCREASED11,26810,628+640+6%$336.3K$367.1K+$30.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED11,26810,628+640+6%$336.3K$367.1K+$30.8K2026-10-20
Creekside Partners
UNCHANGED11,20211,20200%$348.4K$352.5K+$4.1K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED11,16212,216-1,054-9%$379.9K$351.3K-$28.7K2026-10-26
Elevate Wealth Advisory, Inc
UNCHANGED10,99510,99500%$341.9K$346.0K+$4.1K2026-10-29
Westover Capital Advisors, LLC
DECREASED10,99211,967-975-8%$372.2K$345.9K-$26.3K2026-10-26
Ackerman Capital Advisors, LLC
UNCHANGED10,96110,96100%$340.9K$344.9K+$4.1K2026-10-30
SeaCrest Wealth Management, LLC
INCREASED10,7758,454+2,321+27%$262.9K$339.1K+$76.2K2026-10-21
BetterWealth, LLC
UNCHANGED10,65210,65200%$331.3K$335.2K+$3.9K2026-10-15
Quadrant Private Wealth Management, LLC
NEW10,630—+10,630——$334.5K—2026-11-04
Keenan, LLC
INCREASED10,60510,600+5+0%$329.7K$333.8K+$4.1K2026-10-23
Onyx Bridge Wealth Group LLC
UNCHANGED10,57510,57500%$328.9K$332.8K+$3.9K2026-10-16
Invested Advisors
UNCHANGED10,52710,52700%$327.4K$331.3K+$3.9K2026-10-23
Choreo, LLC
INCREASED10,4168,720+1,696+19%$271.2K$327.8K+$56.6K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED10,34610,34600%$321.8K$325.6K+$3.8K2026-10-14
NovaPoint Capital, LLC
INCREASED10,3219,868+453+5%$306.9K$324.8K+$17.9K2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED10,2607,660+2,600+34%$238.2K$322.9K+$84.7K2026-10-29
Investment Planning Advisors, Inc.
UNCHANGED9,9929,99200%$310.8K$314.4K+$3.7K2026-10-14
Noesis Capital Mangement Corp
DECREASED9,92114,036-4,115-29%$436.5K$312.2K-$124.3K2026-10-26
Archvest Wealth Advisors, Inc.
INCREASED9,8619,841+20+0%$306.1K$310.3K+$4.2K2026-10-29
Brown Financial Advisory
DECREASED9,78714,733-4,946-34%$458.2K$308.0K-$150.2K2026-11-05
Parthenon LLC
UNCHANGED9,7629,76200%$303.6K$307.2K+$3.6K2026-10-22
Summit Asset Management, LLC
UNCHANGED9,6249,62400%$299.3K$302.9K+$3.6K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED9,6179,862-245-2%$306.7K$302.7K-$4.0K2026-10-23
Valley Brook Capital Group, Inc.
INCREASED9,5827,578+2,004+26%$235.7K$301.5K+$65.9K2026-10-26
Trilogy Capital Inc.
INCREASED9,5018,794+707+8%$273.5K$299.0K+$25.5K2026-10-20
Retiremitten Financial LLC
NEW9,490—+9,490——$310.4K—2026-11-05
Advocate Group LLC
UNCHANGED9,4059,40500%$292.5K$296.0K+$3.5K2026-10-19
Strategic Blueprint, LLC
NEW9,348—+9,348——$294.2K—2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED9,2679,26700%$288.2K$291.6K+$3.4K2026-10-29
Aspiriant, LLC
INCREASED9,2508,199+1,051+13%$255.0K$291.1K+$36.1K2026-10-16
Foundation Wealth Management, LLC
NEW9,191—+9,191——$289.3K—2026-10-22
E&G Advisors, LLC
UNCHANGED9,1269,12600%$283.8K$287.2K+$3.4K2026-10-13
Nova Financial LLC
NEW9,065—+9,065——$285.3K—2026-11-04
Sagespring Wealth Partners, LLC
INCREASED9,0218,851+170+2%$275.3K$283.9K+$8.6K2026-10-22
Forvis Mazars Wealth Advisors, LLC
NEW9,017—+9,017——$283.8K—2026-10-13
Integrity Investment Advisors, LLC
INCREASED8,9608,926+34+0%$277.6K$282.0K+$4.4K2026-11-03
Citizens Financial Group Inc
INCREASED8,9218,873+48+1%$276.0K$280.7K+$4.8K2026-10-23
Regions Financial Corp
DECREASED8,7758,852-77-1%$275.3K$276.1K+$8522026-11-05
Americana Partners, LLC
INCREASED8,7058,672+33+0%$269.7K$273.9K+$4.2K2026-10-28
Claro Advisors Inc.
NEW8,683—+8,683——$273.3K—2026-11-02
Burton Enright Welch
NEW8,655—+8,655——$272.4K—2026-11-04
Accredited Investors Inc.
INCREASED8,6528,643+9+0%$268.8K$272.3K+$3.5K2026-11-03
Jeter Robert S II
DECREASED8,6028,604-20%$270.2K$278.4K+$8.1K2026-10-16
Red Mountain Financial, LLC
DECREASED8,5899,048-459-5%$281.4K$270.3K-$11.1K2026-11-03
New England Private Wealth Advisors LLC
INCREASED8,4838,481+2+0%$267.3K$267.0K-$3632026-10-19
Old National Bancorp
INCREASED8,4828,061+421+5%$250.7K$266.9K+$16.2K2026-10-20
Wealthcare Advisory Partners LLC
UNCHANGED8,4628,46200%$263.2K$266.3K+$3.1K2026-10-21
First Security Investment Management, Inc.
INCREASED8,4278,396+31+0%$261.1K$265.2K+$4.1K2026-11-05
Garde Capital, Inc.
UNCHANGED8,3348,33400%$259.2K$262.3K+$3.1K2026-10-29
Luminvest Wealth Management LLC
UNCHANGED8,2598,25900%$256.9K$259.9K+$3.1K2026-10-14
Avantax Planning Partners, Inc.
DECREASED8,2588,261-30%$256.9K$259.9K+$3.0K2026-11-03
Brooklyn FI, LLC
INCREASED8,2307,571+659+9%$239.3K$273.2K+$33.8K2026-11-05
Condor Capital Management
DECREASED8,2228,243-210%$256.4K$258.8K+$2.4K2026-11-06
VestGen Advisors, LLC
UNCHANGED8,1088,10800%$252.2K$255.2K+$3.0K2026-10-27
Indivisible Partners
INCREASED8,0547,946+108+1%$247.1K$253.5K+$6.3K2026-10-26
Wealth Architects, LLC
INCREASED8,0498,047+2+0%$250.3K$253.3K+$3.0K2026-11-03
Klingman & Associates, LLC
UNCHANGED7,9997,99900%$248.8K$251.7K+$3.0K2026-10-20
Norden Group LLC
INCREASED7,9847,955+29+0%$247.4K$251.3K+$3.9K2026-10-20
Mesirow Financial Investment Management, Inc.
UNCHANGED7,9697,96900%$247.8K$250.8K+$2.9K2026-11-05
Retirement Planning Group, LLC
DECREASED7,9648,319-355-4%$258.7K$250.6K-$8.1K2026-10-19
Paragon Capital Management Ltd
UNCHANGED7,9227,92200%$246.4K$249.3K+$2.9K2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED7,8307,83000%$243.5K$246.4K+$2.9K2026-10-26
JB Capital LLC
INCREASED7,8087,793+15+0%$242.4K$245.7K+$3.4K2026-10-19
Advus Financial Partners, LLC
UNCHANGED7,7257,72500%$240.2K$243.1K+$2.9K2026-10-20
Meridian Investment Counsel Inc.
DECREASED7,69110,637-2,946-28%$330.8K$242.0K-$88.8K2026-10-14
Key Capital Management, Inc
INCREASED7,6693,096+4,573+148%$96.3K$241.3K+$145.1K2026-11-03
Palisade Asset Management, LLC
UNCHANGED7,6117,61100%$236.7K$239.5K+$2.8K2026-11-03
Affinity Capital Advisors, LLC
DECREASED7,5497,627-78-1%$239.2K$242.8K+$3.6K2026-10-13
Foundry Financial LLC
UNCHANGED7,5107,51000%$233.6K$236.3K+$2.8K2026-10-16
Chapin Davis, Inc.
UNCHANGED7,4947,49400%$233.1K$235.8K+$2.8K2026-10-09
Fragasso Financial Advisors Inc
UNCHANGED7,4297,42900%$231.0K$238.9K+$7.9K2026-10-13
Scheeler Financial LLC
NEW7,425—+7,425——$233.7K—2026-10-13
Archer Investment Corp
INCREASED7,4257,397+28+0%$230.1K$233.7K+$3.6K2026-11-05
Abacus Planning Group, Inc.
INCREASED7,3207,301+19+0%$227.1K$230.4K+$3.3K2026-11-02
Founders Financial Securities LLC
NEW7,131—+7,131——$224.4K—2026-10-28
Robertson Stephens Wealth Management, LLC
NEW7,063—+7,063——$222.3K—2026-10-16
Strategy Asset Managers LLC
NEW7,050—+7,050——$221.9K—2026-10-14
Advisor OS, LLC
DECREASED6,98114,768-7,787-53%$459.3K$219.7K-$239.6K2026-11-03
Stone Summit Wealth LLC
DECREASED6,8786,917-39-1%$215.1K$216.5K+$1.3K2026-10-14
Strategic Planning Group, LLC
NEW6,796—+6,796——$213.9K—2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED6,7837,009-226-3%$218.0K$213.5K-$4.5K2026-10-14
Gateway Investment Advisers LLC
NEW6,766—+6,766——$212.9K—2026-10-13
Crescent Grove Advisors, LLC
NEW6,759—+6,759——$212.7K—2026-10-21
Gibson Capital, LLC
NEW6,742—+6,742——$212.2K—2026-10-23
Moneco Advisors, LLC
DECREASED6,7397,119-380-5%$221.4K$212.1K-$9.3K2026-11-05
HBK Sorce Advisory LLC
INCREASED6,7256,655+70+1%$214.6K$216.8K+$2.3K2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED6,7156,758-43-1%$210.2K$211.3K+$1.1K2026-10-21
Mainstream Capital Management LLC
DECREASED6,6456,662-170%$207.2K$209.1K+$1.9K2026-10-23
Foster Victor Wealth Advisors, LLC
DECREASED6,5216,527-60%$205.2K$211.5K+$6.3K2026-10-21
Morton Capital Management LLC
INCREASED6,5126,503+9+0%$202.3K$204.9K+$2.7K2026-10-23
Sprinkle Financial Consultants LLC
DECREASED6,4756,525-50-1%$202.9K$203.8K+$8732026-10-09
Beacon Investment Advisory Services, Inc.
UNCHANGED6,4386,43800%$200.2K$202.6K+$2.4K2026-10-13
Godsey & Gibb, Inc
INCREASED6,4246,239+185+3%$194.0K$202.2K+$8.1K2026-10-14
RFG Advisory, LLC
DECREASED6,3948,832-2,438-28%$274.7K$201.2K-$73.4K2026-11-03
Central Trust Co
INCREASED6,02239+5,983+15341%$1.2K$189.5K+$188.3K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED5,9795,97900%$185.9K$188.2K+$2.2K2026-10-15
Burk Holdings LLC
DECREASED5,6886,186-498-8%$192.4K$179.0K-$13.4K2026-11-05
High Note Wealth, LLC
UNCHANGED5,5615,56100%$172.9K$175.0K+$2.1K2026-10-27
Spire Wealth Management
INCREASED5,4705,454+16+0%$169.6K$172.1K+$2.5K2026-10-30
Breakwater Investment Management
UNCHANGED5,3885,38800%$167.6K$169.6K+$2.0K2026-10-20
Clearstead Advisors, LLC
INCREASED5,2884,671+617+13%$145.3K$166.4K+$21.2K2026-11-06
Blue Trust, Inc.
INCREASED5,0821,194+3,888+326%$37.1K$159.9K+$122.8K2026-10-15
Fairway Wealth LLC
UNCHANGED4,9324,93200%$153.4K$155.2K+$1.8K2026-10-30
Activest Wealth Management
INCREASED4,2394,223+16+0%$131.3K$133.4K+$2.1K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED4,0072,557+1,450+57%$79.5K$126.1K+$46.6K2026-10-30
Arlington Trust Co LLC
UNCHANGED3,8853,88500%$120.8K$122.3K+$1.4K2026-10-20
Systelligence, LLC
DECREASED3,880456,698-452,818-99%$14.2M$2.4M-$11.8M2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED3,7553,741+14+0%$116.4K$118.2K+$1.8K2026-10-16
Cape Investment Advisory, Inc.
INCREASED3,6553,555+100+3%$110.6K$115.0K+$4.5K2026-10-13
Ascentis Independent Advisors
NEW3,415—+3,415——$107.5K—2026-11-03
Fairscale Capital, LLC
UNCHANGED3,3753,37500%$105.0K$110.4K+$5.4K2026-11-04
RMG Wealth Management LLC
NEW3,369—+3,369——$110.1K—2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED3,3603,36000%$104.5K$105.7K+$1.2K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED3,3203,32000%$103.3K$104.5K+$1.2K2026-10-21
Adirondack Trust Co
DECREASED3,1533,387-234-7%$105.3K$99.2K-$6.1K2026-10-14
Team Financial Group, LLC
NEW3,018—+3,018——$95.0K—2026-10-30
SYM Financial Corp
UNCHANGED2,8892,88900%$89.8K$90.9K+$1.1K2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED2,7732,77300%$86.2K$87.3K+$1.0K2026-10-09
Hoey Investments, Inc
UNCHANGED2,5862,58600%$80.4K$81.4K+$9572026-10-29
Asset Dedication, LLC
DECREASED2,5425,897-3,355-57%$183.4K$80.0K-$103.4K2026-11-03
Nvwm, LLC
NEW2,502—+2,502——$78.7K—2026-10-14
Cdkv Holdings LLC
UNCHANGED2,3732,37300%$73.8K$74.7K+$8782026-10-28
Jnba Financial Advisors
UNCHANGED2,2772,27700%$70.8K$71.7K+$8432026-11-03
Align Financial, LLC
NEW2,266—+2,266——$71.3K—2026-10-16
PFS Partners, LLC
UNCHANGED2,2322,23200%$69.4K$70.2K+$8262026-10-21
Powell Investment Advisors, LLC
UNCHANGED2,2172,21700%$68.9K$69.8K+$8202026-10-22
Private Trust Co NA
INCREASED2,2061,589+617+39%$49.4K$69.4K+$20.0K2026-10-20
TD Waterhouse Canada Inc.
NEW2,205—+2,205——$69.6K—2026-10-16
SJS Investment Consulting Inc.
DECREASED2,1452,256-111-5%$70.2K$67.5K-$2.7K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED2,1092,101+8+0%$65.3K$66.4K+$1.0K2026-10-28
Nfsg Corp
UNCHANGED2,1002,10000%$65.3K$66.1K+$7772026-10-15
Cassaday & Co Wealth Management LLC
INCREASED2,0841,347+737+55%$41.9K$65.6K+$23.7K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED2,0522,085-33-2%$64.8K$64.6K-$2682026-11-03
First Bancorp, Inc
UNCHANGED2,0262,02600%$63.0K$63.8K+$7492026-10-26
Mogy Joel R Investment Counsel Inc
UNCHANGED1,9691,96900%$61.2K$62.0K+$7282026-10-13
McCarley & Cook Financial Planners
UNCHANGED1,9681,96800%$61.2K$61.9K+$7282026-10-21
Private Wealth Management Group, LLC
UNCHANGED1,8881,88800%$58.7K$59.4K+$6992026-10-19
Tounjian Advisory Partners, LLC
UNCHANGED1,6261,62600%$50.6K$51.2K+$6012026-11-04
Eukles Asset Management
UNCHANGED1,5001,50000%$46.7K$47.2K+$5552026-11-04
Mosley Wealth Management
UNCHANGED1,4131,41300%$43.9K$46.0K+$2.1K2026-10-16
Key FInancial Inc
UNCHANGED1,3461,34600%$41.9K$42.4K+$4982026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED1,3291,32900%$41.5K$42.1K+$6182026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED1,308189+1,119+592%$5.9K$41.2K+$35.3K2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED1,2811,28100%$39.8K$40.3K+$4742026-10-19
Citigroup Inc
UNCHANGED1,2761,27600%$39.7K$40.2K+$4722026-11-04
Signature Resources Capital Management, LLC
DECREASED1,2211,669-448-27%$51.9K$38.4K-$13.5K2026-10-16
Downshift Financial, LLC
INCREASED1,2211,217+4+0%$37.8K$38.4K+$5942026-10-13
GGM Financial LLC
INCREASED1,1711,166+5+0%$36.3K$36.8K+$5692026-11-05
Valued Wealth Advisors LLC
UNCHANGED1,0921,09200%$34.0K$34.4K+$4042026-11-05
Richardson Financial Services Inc.
UNCHANGED85785700%$26.7K$27.0K+$3172026-10-30
True Wealth Design, LLC
UNCHANGED83983900%$26.1K$26.4K+$3112026-10-13
Next Level Wealth Planning, LLC
NEW830—+830——$26.1K—2026-10-29
Rossby Financial, LCC
UNCHANGED82982900%$25.8K$26.1K+$3072026-11-05
CKW Financial Group
UNCHANGED76276200%$24$24$02026-10-29
Salomon & Ludwin, LLC
UNCHANGED71071000%$22.1K$22.3K+$2562026-10-29
Accordant Advisory Group Inc
UNCHANGED70470400%$21.9K$22.2K+$2602026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED69969900%$21.7K$22.0K+$2592026-10-20
Kozak & Associates, Inc.
INCREASED650647+3+0%$20.1K$21.3K+$1.1K2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED64564500%$20$20$02026-10-27
Rydar Equities, Inc.
NEW639—+639——$20.4K—2026-10-13
Midwest Capital Advisors, LLC
INCREASED636634+2+0%$19.7K$20.0K+$3092026-11-04
Pflug Koory, LLC
INCREASED607605+2+0%$18.8K$19.1K+$2952026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED603622-19-3%$19.3K$19.0K-$3682026-10-30
Financial Consulate, Inc
UNCHANGED59759700%$18.6K$18.8K+$2212026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED55555500%$17.3K$17.5K+$2052026-10-15
Versant Capital Management, Inc
INCREASED548546+2+0%$17.0K$17.2K+$2662026-10-02
Coston, McIsaac & Partners
UNCHANGED53753700%$16$16.9K+$16.9K2026-11-06
CX Institutional
UNCHANGED50050000%$16$16$02026-10-02
Sage Mountain Advisors LLC
UNCHANGED48348300%$15.0K$15.2K+$1792026-11-02
Maryland Capital Advisors Inc.
UNCHANGED46046000%$14.3K$14.5K+$1712026-10-15
First Command Advisory Services, Inc.
DECREASED446461-15-3%$14.3K$14.0K-$3012026-11-05
Trust Co of Vermont
UNCHANGED43143100%$13.4K$13.6K+$1602026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED402724-322-44%$23$13-$102026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED38238200%$11.9K$12.0K+$1422026-10-30
First United Bank & Trust
UNCHANGED38038000%$11.8K$12.0K+$1412026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED36936900%$11.5K$11.6K+$1372026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED34834800%$10.8K$11.0K+$1292026-11-03
Silver Grove Financial Group, Inc.
NEW340—+340——$10.7K—2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED31231200%$9.7K$9.8K+$1162026-11-02
Cherry Tree Wealth Management, LLC
NEW302—+302——$9.5K—2026-10-15
Main Street Group, LTD
UNCHANGED28828800%$9.0K$9.1K+$1062026-10-28
Noble Wealth Management PBC
INCREASED286200+86+43%$6.2K$9.0K+$2.8K2026-10-01
Westside Investment Management, Inc.
UNCHANGED23823800%$7.4K$7.5K+$882026-11-02
Triumph Capital Management
DECREASED211295-84-28%$9.2K$6.6K-$2.5K2026-10-14
RHL Group, LLC
UNCHANGED18918900%$5.9K$5.9K+$892026-11-04
Gen-Wealth Partners Inc
NEW183—+183——$5.8K—2026-11-04
Latitude Advisors, LLC
NEW169—+169——$5.3K—2026-10-27
Owl Creek Wealth Partners LLC
NEW150—+150——$4.7K—2026-10-20
Financial Management Professionals, Inc.
UNCHANGED14414400%$4.5K$4.5K+$542026-10-23
Center for Financial Planning, Inc.
NEW133—+133——$4.2K—2026-10-26
Tsfg, LLC
DECREASED1261,905-1,779-93%$59.0K$4-$59.0K2026-10-23
Buck Wealth Strategies, LLC
INCREASED12573+52+71%$2.3K$3.9K+$1.7K2026-10-28
EverSource Wealth Advisors, LLC
NEW122—+122——$3.9K—2026-11-04
Quaker Wealth Management, LLC
UNCHANGED11711700%$3.6K$3.7K+$432026-10-22
Avion Wealth
UNCHANGED11711700%$3$3$02026-11-04
Morling Financial Advisors, LLC
NEW112—+112——$3.5K—2026-10-28
Peachtree Investment Partners, LLC
INCREASED8988+1+1%$2.7K$2.8K+$432026-11-05
IAG Wealth Partners, LLC
UNCHANGED787800%$2.4K$2.5K+$292026-11-06
Golden State Wealth Management, LLC
NEW77—+77——$2.4K—2026-11-02
Central Pacific Bank - Trust Division
INCREASED7542+33+79%$1.3K$2.4K+$1.1K2026-10-06
Bokf, NA
UNCHANGED545400%$1.7K$1.7K+$202026-10-27
Parkside Financial Bank & Trust
DECREASED53769-716-93%$23.9K$1.7K-$22.3K2026-10-27
Arvest Investments, Inc.
UNCHANGED151500%$466$472+$62026-10-21
Vestia Personal Wealth Advisors
CLOSED0247,158-247,158-100%$253.5K$0-$253.5K2026-10-20
KMG Fiduciary Partners, LLC
CLOSED071,330-71,330-100%$2.2M$0-$2.2M2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED031,118-31,118-100%$967.8K$0-$967.8K2026-10-16
Embree Financial Group
CLOSED017,279-17,279-100%$537.4K$0-$537.4K2026-10-22
Market Street Wealth Management Advisors LLC
CLOSED015,993-15,993-100%$497.4K$0-$497.4K2026-10-09
Capital Asset Advisory Services LLC
CLOSED015,731-15,731-100%$489.2K$0-$489.2K2026-10-30
MCF Advisors LLC
CLOSED013,083-13,083-100%$406.9K$0-$406.9K2026-10-28
Independence Wealth Advisors, LLC
CLOSED011,105-11,105-100%$345.4K$0-$345.4K2026-10-29
WealthBridge Capital Management, LLC
CLOSED09,669-9,669-100%$300.7K$0-$300.7K2026-10-16
Simon Quick Advisors, LLC
CLOSED09,016-9,016-100%$280.4K$0-$280.4K2026-10-26
Diversified Portfolios, Inc.
CLOSED08,154-8,154-100%$253.6K$0-$253.6K2026-11-04
Frank, Rimerman Advisors LLC
CLOSED07,677-7,677-100%$238.8K$0-$238.8K2026-10-16
First Heartland Consultants, Inc.
CLOSED07,494-7,494-100%$233.1K$0-$233.1K2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED07,424-7,424-100%$230.9K$0-$230.9K2026-10-13
Goelzer Investment Management, Inc.
CLOSED07,050-7,050-100%$219.3K$0-$219.3K2026-10-16
Cardinal Point Capital Management ULC
CLOSED06,637-6,637-100%$206.4K$0-$206.4K2026-10-21
Gill Capital Partners, LLC
CLOSED05,823-5,823-100%$181.1K$0-$181.1K2026-10-13
UMB Bank, n.a.
CLOSED02,286-2,286-100%$71.1K$0-$71.1K2026-11-06
CrossGen Wealth, LLC
CLOSED01,015-1,015-100%$31.6K$0-$31.6K2026-10-30
Solstein Capital, LLC
CLOSED0279-279-100%$8.7K$0-$8.7K2026-11-02
Robinswood Financial LLC
CLOSED0165-165-100%$5.1K$0-$5.1K2026-10-20
Tradewinds Capital Management, LLC
CLOSED0100-100-100%$3.1K$0-$3.1K2026-10-23
Wagner Wealth Management, LLC
CLOSED032-32-100%$995$0-$9952026-10-21
Simplex Trading, LLC
CLOSED022-22-100%$684$0-$6842026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$1.1M+$13.2K2026-10-29
Charles Schwab Investment Management Inc
N/A—374,969,727-374,969,727-100%$11.7B———
Captrust Financial Advisors
N/A—28,845,768-28,845,768-100%$897.1M———
Boulay Financial Advisors, LLC
N/A—9,744,092-9,744,092-100%$303.0M———
Ameriprise Financial Inc
N/A—8,536,435-8,536,435-100%$265.5M———
Envestnet Asset Management Inc
N/A—7,039,245-7,039,245-100%$218.9M———
Morgan Stanley
N/A—5,908,781-5,908,781-100%$183.8M———
Glassman Wealth Services
N/A—4,609,229-4,609,229-100%$143.3M———
Cetera Investment Advisers
N/A—4,116,304-4,116,304-100%$128.0M———
Northwest Bancshares, Inc.
N/A—3,442,130-3,442,130-100%$107.1M———
Bank of America Corp
N/A—3,386,660-3,386,660-100%$105.3M———
Clark Capital Management Group, Inc.
N/A—2,684,676-2,684,676-100%$83.5M———
BlueStem Wealth Partners, LLC
N/A—2,361,445-2,361,445-100%$73.4M———
Kelman-Lazarov, Inc.
N/A—2,350,202-2,350,202-100%$73.1M———
HighTower Advisors, LLC
N/A—2,254,293-2,254,293-100%$70.1M———
UBS Group AG
N/A—2,064,745-2,064,745-100%$64.2M———
Osaic Holdings, Inc.
N/A—2,046,010-2,046,010-100%$63.6M———
Focus Partners Wealth
N/A—1,464,987-1,464,987-100%$45.6M———
Urban Financial Advisory Corp
N/A—1,208,406-1,208,406-100%$37.6M———
Belpointe Asset Management LLC
N/A—1,148,343-1,148,343-100%$35.7M———
Fortis Capital Advisors, LLC
N/A—1,148,343-1,148,343-100%$35.7M———
Great Valley Advisor Group, Inc.
N/A—1,119,658-1,119,658-100%$34.8M———
Wealthspire Retirement, LLC
N/A—1,110,024-1,110,024-100%$34.5M———
Mariner, LLC
N/A—1,092,003-1,092,003-100%$34.0M———
Raymond James Financial Inc
N/A—1,061,498-1,061,498-100%$33.0M———
EP Wealth Advisors, LLC
N/A—1,009,735-1,009,735-100%$31.4M———
Royal Bank of Canada
N/A—960,732-960,732-100%$29.9M———
Northwestern Mutual Wealth Management Co
N/A—948,393-948,393-100%$29.5M———
Financial Strategies Group, Inc.
N/A—942,592-942,592-100%$29.8M———
NorthCoast Asset Management LLC
N/A—893,291-893,291-100%$27.8M———
Pasadena Private Wealth, LLC
N/A—868,323-868,323-100%$27.0M———
Qube Research & Technologies Ltd
N/A—865,941-865,941-100%$26.9M———
Haverford Trust Co
N/A—838,768-838,768-100%$26.1M———
Bartlett & Co. Wealth Management LLC
N/A—834,467-834,467-100%$26.0M———
Quantinno Capital Management LP
N/A—805,802-805,802-100%$25.1M———
Arax Advisory Partners
N/A—781,859-781,859-100%$24.3M———
Tudor Investment Corp ET AL
N/A—778,467-778,467-100%$24.2M———
MAI Capital Management
N/A—761,166-761,166-100%$23.7M———
Oxford Financial Group, Ltd. LLC
N/A—693,012-693,012-100%$21.6M———
Gotham Asset Management, LLC
N/A—689,872-689,872-100%$21.5M———
MML Investors Services, LLC
N/A—680,293-680,293-100%$21.2M———
Tradition Wealth Management, LLC
N/A—635,786-635,786-100%$19.8M———
Peapack Gladstone Financial Corp
N/A—625,180-625,180-100%$19.4M———
Principal Securities, Inc.
N/A—624,073-624,073-100%$19.4M———
Cahill Financial Advisors Inc
N/A—619,666-619,666-100%$19.3M———
Cerity Partners LLC
N/A—596,100-596,100-100%$18.5M———
Ironwood Investment Counsel, LLC
N/A—563,849-563,849-100%$17.5M———
AQR Capital Management LLC
N/A—560,117-560,117-100%$17.4M———
FMR LLC
N/A—555,274-555,274-100%$17.3M———
Jones Financial Companies Lllp
N/A—544,483-544,483-100%$16.9M———
Two Sigma Investments, LP
N/A—525,500-525,500-100%$16.3M———
Access Financial Services, Inc.
N/A—504,385-504,385-100%$15.7M———
Mercer Global Advisors Inc
N/A—452,039-452,039-100%$14.1M———
Leavell Investment Management, Inc.
N/A—422,705-422,705-100%$13.1M———
Timmons Wealth Management, LLC
N/A—412,264-412,264-100%$12.8M———
J.E. Simmons & Co., P.C.
N/A—409,362-409,362-100%$12.7M———
Pallas Capital Advisors LLC
N/A—408,034-408,034-100%$12.7M———
Nicholson Meyer Capital Management, Inc.
N/A—401,950-401,950-100%$12.5M———
Legend Financial Advisors, Inc.
N/A—380,221-380,221-100%$11.8M———
Bristlecone Value Partners, LLC
N/A—371,784-371,784-100%$11.6M———
Lowery Thomas, LLC
N/A—368,588-368,588-100%$11.5M———
American Trust
N/A—358,274-358,274-100%$11.1M———
Bruce G. Allen Investments, LLC
N/A—352,655-352,655-100%$11.0M———
OneDigital Investment Advisors LLC
N/A—347,638-347,638-100%$10.8M———
AlTi Global, Inc.
N/A—325,797-325,797-100%$10.1M———
Foster & Motley Inc
N/A—322,194-322,194-100%$10.0M———
JPMorgan Chase & Co
N/A—318,135-318,135-100%$9.9M———
Gross & Hartman Investments LLC
N/A—306,501-306,501-100%$9.5M———
Goldman Sachs Group Inc
N/A—306,438-306,438-100%$9.5M———
Payne Capital LLC
N/A—289,355-289,355-100%$9.0M———
Rollins Financial Advisors, LLC
N/A—278,468-278,468-100%$8.7M———
Flatrock Wealth Partners LLC
N/A—268,507-268,507-100%$8.4M———
Aberdeen Wealth Management LLC
N/A—240,514-240,514-100%$7.5M———
AE Wealth Management LLC
N/A—231,227-231,227-100%$7.2M———
EQ Wealth Advisors, LLC
N/A—230,580-230,580-100%$7.2M———
Avant Capital LLC
N/A—225,589-225,589-100%$7.0M———
NewEdge Advisors, LLC
N/A—214,708-214,708-100%$6.7M———
Blair William & Co
N/A—210,807-210,807-100%$6.6M———
Bravera Wealth
N/A—209,549-209,549-100%$6.5M———
Main Street Financial Solutions, LLC
N/A—208,983-208,983-100%$6.5M———
Pinnacle Financial Partners, Inc.
N/A—205,599-205,599-100%$6.4M———
Kingsview Wealth Management, LLC
N/A—201,590-201,590-100%$6.3M———
IEQ Capital, LLC
N/A—197,961-197,961-100%$6.2M———
IMA Advisory Services, Inc.
N/A—192,405-192,405-100%$6.0M———
CVA Family Office, LLC
N/A—189,250-189,250-100%$5.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—174,935-174,935-100%$5.4M———
QRG Capital Management, Inc.
N/A—171,170-171,170-100%$5.3M———
&partners
N/A—170,961-170,961-100%$5.3M———
BlackRock, Inc.
N/A—166,169-166,169-100%$5.2M———
Sequoia Financial Advisors, LLC
N/A—164,436-164,436-100%$5.1M———
Susquehanna International Group, LLP
N/A—159,508-159,508-100%$5.0M———
Stifel Financial Corp
N/A—156,872-156,872-100%$4.9M———
Western Wealth Management, LLC
N/A—156,756-156,756-100%$4.9M———
Equitable Holdings, Inc.
N/A—154,510-154,510-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—154,001-154,001-100%$4.8M———
Thoroughbred Financial Services, LLC
N/A—150,148-150,148-100%$4.7M———
Safe Harbor Family Capital, LLC
N/A—145,829-145,829-100%$4.5M———
Next Capital Management LLC
N/A—144,153-144,153-100%$4.5M———
FCA Corp
N/A—139,092-139,092-100%$4.3M———
Wells Fargo & Company
N/A—132,349-132,349-100%$4.1M———
Magnolia Private Wealth, LLC
N/A—131,420-131,420-100%$4.1M———
Cresset Asset Management, LLC
N/A—130,775-130,775-100%$4.1M———
Advisory Services Network, LLC
N/A—125,122-125,122-100%$3.9M———
Prostatis Group LLC
N/A—123,343-123,343-100%$3.8M———
Wellspring Financial Advisors, LLC
N/A—119,966-119,966-100%$3.7M———
Private Advisor Group, LLC
N/A—117,208-117,208-100%$3.6M———
Savvy Advisors, Inc.
N/A—111,288-111,288-100%$3.5M———
Orion Porfolio Solutions, LLC
N/A—106,891-106,891-100%$3.3M———
Cascades Capital Asset Management, LLC
N/A—103,835-103,835-100%$3.2M———
Signal Tree Financial Partners LLC
N/A—98,187-98,187-100%$3.1M———
Ameritas Advisory Services, LLC
N/A—97,487-97,487-100%$3.0M———
Betterment LLC
N/A—95,873-95,873-100%$3.0M———
Bleakley Financial Group, LLC
N/A—95,451-95,451-100%$3.0M———
Wealthspire Advisors, LLC
N/A—95,387-95,387-100%$3.0M———
Klingenstein Fields & Co LP
N/A—94,791-94,791-100%$2.9M———
CIBC Bancorp USA Inc.
N/A—93,233-93,233-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—92,241-92,241-100%$2.9M———
Brown Brothers Harriman & Co
N/A—89,094-89,094-100%$2.8M———
Capital Group Private Client Services, Inc.
N/A—85,836-85,836-100%$2.7M———
Global Retirement Partners, LLC
N/A—83,625-83,625-100%$2.6M———
Silver OAK Securities, Incorporated
N/A—82,966-82,966-100%$2.6M———
Westmount Partners, LLC
N/A—79,721-79,721-100%$2.5M———
Bank of Montreal
N/A—76,481-76,481-100%$2.4M———
Colonial Trust Co / SC
N/A—71,017-71,017-100%$2.2M———
Sanctuary Advisors, LLC
N/A—70,083-70,083-100%$2.2M———
Northern Trust Corp
N/A—68,264-68,264-100%$2.1M———
Bearing Point Capital, LLC
N/A—65,900-65,900-100%$2.0M———
Waverly Advisors, LLC
N/A—65,017-65,017-100%$2.0M———
Aspiring Ventures, LLC
N/A—64,926-64,926-100%$2.0M———
Focus Partners Advisor Solutions, LLC
N/A—63,050-63,050-100%$2.0M———
Berger Financial Group, Inc
N/A—61,733-61,733-100%$1.9M———
Madison Asset Management, LLC
N/A—60,771-60,771-100%$1.9M———
Harbour Investment Management LLC
N/A—59,391-59,391-100%$1.8M———
Modern Wealth Management, LLC
N/A—59,097-59,097-100%$1.8M———
Lbmc Investment Advisors, LLC
N/A—58,923-58,923-100%$1.8M———
IHT Wealth Management, LLC
N/A—58,026-58,026-100%$1.8M———
Spartan Wealth Advisory Services LLC
N/A—57,025-57,025-100%$1.8M———
BFC Planning, Inc.
N/A—56,503-56,503-100%$1.8M———
Brand Asset Management Group, Inc.
N/A—54,228-54,228-100%$1.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—53,351-53,351-100%$1.7M———
Capasso Planning Partners LLC
N/A—50,920-50,920-100%$1.6M———
RED Reef Advisors LLC
N/A—49,520-49,520-100%$1.5M———
Janney Montgomery Scott LLC
N/A—48,302-48,302-100%$1.5M———
WCG Wealth Advisors LLC
N/A—44,246-44,246-100%$1.4M———
Harbour Investments, Inc.
N/A—44,127-44,127-100%$1.4M———
Medallion Wealth Advisors, LLC
N/A—42,269-42,269-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—42,080-42,080-100%$1.3M———
Stock Yards Bank & Trust Co
N/A—41,568-41,568-100%$1.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—41,187-41,187-100%$1.3M———
Vanguard Advisers Inc
N/A—38,516-38,516-100%$1.2M———
Vanguard National Trust Co
N/A—37,643-37,643-100%$1.2M———
Continuum Advisory, LLC
N/A—37,481-37,481-100%$1.2M———
Freestone Capital Holdings, LLC
N/A—36,821-36,821-100%$1.1M———
Moneta Group Investment Advisors LLC
N/A—36,133-36,133-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—35,717-35,717-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—34,339-34,339-100%$1.1M———
Johnson Investment Counsel Inc
N/A—32,509-32,509-100%$1.0M———
Nalls Sherbakoff Group, LLC
N/A—32,408-32,408-100%$1.0M———
SEI Investments Co
N/A—32,245-32,245-100%$1.0M———
Millstone Evans Group, LLC
N/A—30,384-30,384-100%$944.9K———
Stratos Wealth Partners, Ltd.
N/A—28,202-28,202-100%$877.1K———
Steward Partners Investment Advisory, LLC
N/A—28,005-28,005-100%$871.0K———
Nuveen, LLC
N/A—27,805-27,805-100%$864.7K———
Natixis Advisors, LLC
N/A—27,545-27,545-100%$856.0K———
Baird Financial Group, Inc.
N/A—27,531-27,531-100%$856.2K———
Capital Analysts, LLC
N/A—27,187-27,187-100%$845.0K———
Klcm Advisors, Inc.
N/A—26,682-26,682-100%$829.8K———
Schrum Private Wealth Management LLC
N/A—26,351-26,351-100%$1.7M———
JMG Financial Group, Ltd.
N/A—25,600-25,600-100%$796.2K———
Sand Hill Global Advisors, LLC
N/A—25,367-25,367-100%$788.9K———
Phil A. Younker & Associates, Ltd.
N/A—25,306-25,306-100%$787.0K———
Howe & Rusling Inc
N/A—24,873-24,873-100%$773.6K———
Arete Wealth Advisors, LLC
N/A—24,680-24,680-100%$767.6K———
Rockefeller Capital Management L.P.
N/A—23,898-23,898-100%$743.2K———
Stonebridge Financial Group, LLC
N/A—23,831-23,831-100%$741.0K———
Peregrine Asset Advisers, Inc.
N/A—23,829-23,829-100%$741.1K———
Keyvantage Wealth, LLC
N/A—23,787-23,787-100%$739.8K———
Lafayette Investments, Inc.
N/A—23,675-23,675-100%$736.3K———
National Bank of Canada
N/A—22,120-22,120-100%$687.5K———
Capital Advisors Inc
N/A—21,950-21,950-100%$682.6K———
CreativeOne Wealth, LLC
N/A—21,053-21,053-100%$654.8K———
MSA Advisors, LLC
N/A—20,952-20,952-100%$651.6K———
Two Sigma Securities, LLC
N/A—20,069-20,069-100%$624.1K———
IFG Advisory, LLC
N/A—19,956-19,956-100%$620.6K———
Envestnet Portfolio Solutions, Inc.
N/A—19,846-19,846-100%$617.2K———
Range Advisory, LLC
N/A—19,516-19,516-100%$607.0K———
Independent Advisor Alliance
N/A—19,169-19,169-100%$596.2K———
Traub Capital Management LLC
N/A—18,879-18,879-100%$587.1K———
Cary Street Partners Financial LLC
N/A—18,817-18,817-100%$585.2K———
UBS Asset Management Americas LLC
N/A—18,476-18,476-100%$574.6K———
O'shaughnessy Asset Management, LLC
N/A—17,998-17,998-100%$559.7K———
Tobias Financial Advisors, Inc.
N/A—17,910-17,910-100%$557.0K———
Financial Engines Advisors L.L.C.
N/A—17,349-17,349-100%$539.6K———
XTX Topco Ltd
N/A—16,800-16,800-100%$522.5K———
Red Door Wealth Management, LLC
N/A—16,763-16,763-100%$521.3K———
Westbourne Investments, Inc.
N/A—16,673-16,673-100%$518.5K———
Brown Advisory Inc
N/A—16,465-16,465-100%$512.0K———
Destination Wealth Management
N/A—16,212-16,212-100%$504.2K———
United Capital Financial Advisors, LLC
N/A—16,112-16,112-100%$501.1K———
Empower Advisory Group, LLC
N/A—15,504-15,504-100%$482.2K———
Franklin Resources Inc
N/A—15,199-15,199-100%$472.7K———
Curi Capital, LLC
N/A—14,734-14,734-100%$458.2K———
Vident Advisory, LLC
N/A—14,243-14,243-100%$443.0K———
Mosaic Family Wealth Partners, LLC
N/A—14,240-14,240-100%$442.9K———
Morris Financial Concepts, Inc.
N/A—14,104-14,104-100%$438.6K———
Empirical Asset Management, LLC
N/A—14,025-14,025-100%$436.2K———
Maridea Wealth Management LLC
N/A—13,979-13,979-100%$434.7K———
Members Trust Co
N/A—13,767-13,767-100%$428.2K———
Darwin Wealth Management, LLC
N/A—13,557-13,557-100%$421.6K———
Texas Yale Capital Corp.
N/A—13,200-13,200-100%$410.5K———
Whittier Trust Co
N/A—13,158-13,158-100%$412.6K———
Bluespring Wealth Management, LLC
N/A—12,906-12,906-100%$401.4K———
Pettyjohn, Wood & White, Inc
N/A—12,850-12,850-100%$399.6K———
World Investment Advisors
N/A—12,691-12,691-100%$364.2K———
Coastwise Capital Group, LLC
N/A—12,657-12,657-100%$393.6K———
Liberty Square Wealth Partners LLC
N/A—12,540-12,540-100%$390.0K———
Trexquant Investment LP
N/A—12,458-12,458-100%$387.4K———
Composition Wealth, LLC
N/A—12,382-12,382-100%$385.1K———
Roehl & Yi Investment Advisors, LLC
N/A—11,245-11,245-100%$349.7K———
Kane Investment Management, Inc.
N/A—11,173-11,173-100%$347.5K———
Clarkston Capital Partners, LLC
N/A—11,079-11,079-100%$344.6K———
Simmons Bank
N/A—11,076-11,076-100%$344.5K———
Sovereign Financial Group, Inc.
N/A—11,033-11,033-100%$343.1K———
Zhang Financial LLC
N/A—10,797-10,797-100%$335.8K———
Atlantic Union Bankshares Corp
N/A—10,324-10,324-100%$321.1K———
Huntington National Bank
N/A—10,313-10,313-100%$320.7K———
Regal Investment Advisors LLC
N/A—10,259-10,259-100%$319.1K———
Hancock Whitney Corp
N/A—10,228-10,228-100%$318.1K———
Ancora Advisors LLCA
N/A—10,173-10,173-100%$316.4K———
Caerus Investment Advisors, LLC
N/A—10,017-10,017-100%$311.5K———
Smithfield Trust Co
N/A—9,540-9,540-100%$297.0K———
Flputnam Investment Management Co
N/A—9,482-9,482-100%$294.9K———
FAS Wealth Partners, Inc.
N/A—9,476-9,476-100%$294.7K———
Meeder Advisory Services, Inc.
N/A—9,249-9,249-100%$287.6K———
Mutual Advisors, LLC
N/A—9,194-9,194-100%$285.9K———
Johnson Financial Group, Inc.
N/A—9,135-9,135-100%$284.1K———
Warner Group LLC
N/A—8,866-8,866-100%$275.7K———
Castle Wealth Management LLC
N/A—8,785-8,785-100%$273.2K———
SouthState Bank Corp
N/A—8,632-8,632-100%$268.4K———
Calton & Associates, Inc.
N/A—8,557-8,557-100%$266.1K———
Main Street Research LLC
N/A—8,541-8,541-100%$265.6K———
HC Advisors, LLC
N/A—8,304-8,304-100%$258.3K———
WealthCollab, LLC
N/A—8,157-8,157-100%$253.7K———
Brio Consultants, LLC
N/A—8,125-8,125-100%$252.7K———
Keating Financial Advisory Services, Inc.
N/A—8,110-8,110-100%$252.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—8,007-8,007-100%$249.0K———
Ketron Financial
N/A—8,005-8,005-100%$249.0K———
Summit Financial, LLC
N/A—7,866-7,866-100%$244.6K———
Advisory Alpha, LLC
N/A—7,758-7,758-100%$241.3K———
Stratos Investment Management, LLC
N/A—7,690-7,690-100%$239.2K———
Oak Wealth Advisors LLC
N/A—7,326-7,326-100%$227.8K———
Trivium Point Advisory, LLC
N/A—7,304-7,304-100%$227.2K———
Arkadios Wealth Advisors
N/A—7,304-7,304-100%$227.2K———
Farringdon Capital, Ltd.
N/A—7,200-7,200-100%$223.9K———
German American Bancorp, Inc.
N/A—7,137-7,137-100%$222.0K———
Gateway Wealth Partners, LLC
N/A—7,100-7,100-100%$220.8K———
Gladstone Institutional Advisory LLC
N/A—6,993-6,993-100%$217.5K———
Glenmede Trust Co NA
N/A—6,979-6,979-100%$217.0K———
GTS Securities LLC
N/A—6,937-6,937-100%$215.7K———
Nova Wealth Management, Inc.
N/A—6,925-6,925-100%$215.4K———
Crewe Advisors LLC
N/A—6,785-6,785-100%$211.0K———
Gallagher Fiduciary Advisors, LLC
N/A—6,771-6,771-100%$210.6K———
First Foundation Advisors
N/A—6,722-6,722-100%$209.1K———
Wulff, Hansen & Co.
N/A—6,714-6,714-100%$208.8K———
Theory Financial LLC
N/A—6,657-6,657-100%$207.0K———
Cloud Capital Management, LLC
N/A—6,562-6,562-100%$203.0K———
ATLas Financial Planning LLC
N/A—6,538-6,538-100%$203.3K———
Bragg Financial Advisors, Inc
N/A—6,450-6,450-100%$200.6K———
Front Row Advisors LLC
N/A—6,432-6,432-100%$208.5K———
Caitlin John, LLC
N/A—5,961-5,961-100%$185.4K———
Geneos Wealth Management Inc.
N/A—5,832-5,832-100%$181.4K———
Centaurus Financial, Inc.
N/A—5,795-5,795-100%$180.0K———
BOK Financial Private Wealth, Inc.
N/A—4,860-4,860-100%$151.1K———
Smartleaf Asset Management LLC
N/A—4,699-4,699-100%$146.2K———
Tanglewood Legacy Advisors, LLC
N/A—4,159-4,159-100%$129.3K———
Rothschild Investment LLC
N/A—4,026-4,026-100%$125.2K———
Integrity Financial Corp
N/A—3,987-3,987-100%$124.0K———
SHP Wealth Management
N/A—3,684-3,684-100%$114.6K———
PIN OAK Investment Advisors Inc
N/A—2,922-2,922-100%$91.0K———
Tidemark, LLC
N/A—2,919-2,919-100%$90.8K———
MidFirst Bank
N/A—2,661-2,661-100%$82.8K———
WealthShield Partners, LLC
N/A—2,584-2,584-100%$80.4K———
Hantz Financial Services, Inc.
N/A—2,324-2,324-100%$72.0K———
Bellevue Asset Management, LLC
N/A—2,254-2,254-100%$70.1K———
Dunhill Financial, LLC
N/A—2,049-2,049-100%$63.7K———
Bogart Wealth, LLC
N/A—1,848-1,848-100%$57.5K———
Graney & King, LLC
N/A—1,823-1,823-100%$56.7K———
Steigerwald, Gordon & Koch Inc.
N/A—1,818-1,818-100%$56.5K———
Tiaa Wealth Investment Management LLC
N/A—1,747-1,747-100%$54.3K———
FWL Investment Management, LLC
N/A—1,569-1,569-100%$48.8K———
Fiduciary Financial Advisors
N/A—1,543-1,543-100%$48.0K———
Pinney & Scofield, Inc.
N/A—1,426-1,426-100%$44.4K———
Meramec Financial Planners, LLC
N/A—1,080-1,080-100%$34.2K———
Rialto Wealth Management, LLC
N/A—969-969-100%$30.1K———
Harborfront Financial Group LLC
N/A—940-940-100%$29.2K———
Basecamp Wealth Advisors LLC
N/A—807-807-100%$25.1K———
Anchor Investment Management, LLC
N/A—790-790-100%$24.6K———
Bessemer Group Inc
N/A—762-762-100%$24———
HM Payson & Co
N/A—753-753-100%$23.4K———
Main Management LLC
N/A—720-720-100%$22———
Transamerica Financial Advisors, LLC
N/A—701-701-100%$21.8K———
Cordant, Inc.
N/A—697-697-100%$21.7K———
Osbon Capital Management LLC
N/A—660-660-100%$20.5K———
Paladin Advisory Group, LLC
N/A—630-630-100%$19.6K———
Frazier Financial Advisors, LLC
N/A—586-586-100%$18.2K———
Mark Sheptoff Financial Planning, LLC
N/A—518-518-100%$16.1K———
Cary Street Partners Investment Advisory LLC
N/A—516-516-100%$16.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—507-507-100%$15.8K———
Highland Investment Advisors LLC
N/A—502-502-100%$15.6K———
Ameriflex Group, Inc.
N/A—498-498-100%$15.5K———
Strategic Wealth Partners, Ltd.
N/A—441-441-100%$13.7K———
TD Capital Management LLC
N/A—424-424-100%$13.2K———
Allied Private Wealth LLC
N/A—357-357-100%$11.1K———
Anchor Bay Capital, Inc.
N/A—354-354-100%$11.5K———
Quent Capital, LLC
N/A—333-333-100%$10.4K———
Greykasell Wealth Strategies, Inc.
N/A—327-327-100%$10.2K———
Crews Bank & Trust
N/A—286-286-100%$8.9K———
Wiser Advisor Group LLC
N/A—286-286-100%$8.9K———
Hollencrest Capital Management
N/A—285-285-100%$8.9K———
Delta Asset Management LLC
N/A—250-250-100%$7.8K———
Cheviot Value Management, LLC
N/A—222-222-100%$6.9K———
Financial Gravity Companies, Inc.
N/A—210-210-100%$6.5K———
Founders Financial Alliance, LLC
N/A—162-162-100%$5.0K———
Mpwm Advisory Solutions, LLC
N/A—149-149-100%$4.6K———
Rice Partnership, LLC
N/A—111-111-100%$3.5K———
Lowe Brockenbrough & Co Inc
N/A—88-88-100%$2.7K———
Mcguire Capital Advisors Inc
N/A—83-83-100%$2.6K———
Prosperity Bancshares Inc
N/A—51-51-100%$1.6K———
Basepoint Wealth LLC
N/A—44-44-100%$1.4K———
GW&K Investment Management, LLC
N/A—24-24-100%$1———
Private Wealth Asset Management, LLC
N/A—13-13-100%$404———
Showing 889 of 889 institutions