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Schwab US DVD Equity ETF (SCHD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rakuten Investment Management, Inc.
INCREASED
Shares50,684,634 from 47,138,834
Change+3,545,800 (+8%)
Value$1.7B (+$159.8M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares36,514,634 from 33,495,236
Change+3,019,398 (+9%)
Value$1.2B (+$125.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares10,375,341 from 9,607,085
Change+768,256 (+8%)
Value$337.5M (+$32.9M)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,240,236 from 9,917,423
Change+322,813 (+3%)
Value$333.1M (+$18.6M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,128,327 from 6,650,047
Change+478,280 (+7%)
Value$231.9K (-$210.6M)
Filed 2026-11-02
Keystone Financial Planning, Inc.
INCREASED
Shares6,279,518 from 6,250,349
Change+29,169 (+0%)
Value$204.3M (+$6.1M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,341,071 from 4,807,434
Change+533,637 (+11%)
Value$175.9M (+$21.2M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares5,194,929 from 5,394,015
Change-199,086 (-4%)
Value$169.0M (-$2.1M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares4,768,264 from 4,737,864
Change+30,400 (+1%)
Value$155.1M (+$4.9M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares4,467,631 from 4,471,583
Change-3,952 (0%)
Value$145.3M (+$3.5M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares3,981,474 from 3,635,397
Change+346,077 (+10%)
Value$129.5M (+$14.2M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares3,534,017 from 3,261,496
Change+272,521 (+8%)
Value$115.0M (+$11.5M)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares2,786,639 from 2,764,001
Change+22,638 (+1%)
Value$90.6M (+$3.0M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares2,704,602 from 2,632,336
Change+72,266 (+3%)
Value$88.0M (+$4.5M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares2,459,209 from 1,955,264
Change+503,945 (+26%)
Value$80.0M (+$18.0M)
Filed 2026-10-28
Golden Reserve Retirement LLC
DECREASED
Shares2,320,092 from 2,339,310
Change-19,218 (-1%)
Value$75.5M (+$1.3M)
Filed 2026-11-02
Asset Advisors Investment Management, LLC
DECREASED
Shares2,249,001 from 2,326,736
Change-77,735 (-3%)
Value$73.2M (-$620.8K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,200,097 from 2,075,065
Change+125,032 (+6%)
Value$71.6M (+$5.8M)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares2,182,950 from 1,889,445
Change+293,505 (+16%)
Value$71.0M (+$11.1M)
Filed 2026-10-22
Summit Asset Management, LLC
DECREASED
Shares2,048,792 from 2,068,062
Change-19,270 (-1%)
Value$66.6M (+$1.1M)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares1,962,559 from 1,903,673
Change+58,886 (+3%)
Value$63.8M (+$3.5M)
Filed 2026-10-15
Summit Financial Wealth Advisors, LLC
INCREASED
Shares1,961,363 from 1,925,060
Change+36,303 (+2%)
Value$63.8M (+$2.8M)
Filed 2026-10-15
Spinnaker Investment Group, LLC
DECREASED
Shares1,932,693 from 1,933,604
Change-911 (0%)
Value$62.9M (+$1.6M)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares1,855,405 from 1,818,289
Change+37,116 (+2%)
Value$60.4M (+$2.7M)
Filed 2026-10-14
Bokf, NA
DECREASED
Shares1,851,918 from 1,869,323
Change-17,405 (-1%)
Value$60.2M (+$966.7K)
Filed 2026-10-27
Whelan Financial
INCREASED
Shares1,839,567 from 1,788,794
Change+50,773 (+3%)
Value$59.8M (+$3.1M)
Filed 2026-10-28
MCF Advisors LLC
DECREASED
Shares1,749,385 from 1,776,276
Change-26,891 (-2%)
Value$56.9M (+$581.8K)
Filed 2026-10-28
Scott Capital Advisors, LLC
INCREASED
Shares1,727,332 from 1,718,381
Change+8,951 (+1%)
Value$56.4M (+$1.9M)
Filed 2026-10-13
Burkett Financial Services, LLC
DECREASED
Shares1,694,694 from 1,708,472
Change-13,778 (-1%)
Value$55.1M (+$952.7K)
Filed 2026-10-01
Sarver Vrooman Wealth Advisors
INCREASED
Shares1,694,611 from 1,661,097
Change+33,514 (+2%)
Value$55.1M (+$1.7M)
Filed 2026-10-01
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,691,363 from 1,699,724
Change-8,361 (0%)
Value$55.0M (+$1.1M)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares1,667,995 from 1,505,767
Change+162,228 (+11%)
Value$54.3M (+$6.5M)
Filed 2026-10-08
Leelyn Smith, LLC
INCREASED
Shares1,662,707 from 1,629,344
Change+33,363 (+2%)
Value$54.1M (+$2.4M)
Filed 2026-11-03
CGC Financial Services, LLC
INCREASED
Shares1,656,235 from 1,641,970
Change+14,265 (+1%)
Value$53.9M (+$1.8M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares1,651,731 from 1,013,858
Change+637,873 (+63%)
Value$53.7M (+$20.2M)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares1,641,564 from 1,780,558
Change-138,994 (-8%)
Value$53.4M (-$3.1M)
Filed 2026-10-23
Noble Family Wealth, LLC
INCREASED
Shares1,637,292 from 1,605,116
Change+32,176 (+2%)
Value$53.3M (+$2.4M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares1,636,838 from 1,613,157
Change+23,681 (+1%)
Value$53.3M (+$2.1M)
Filed 2026-10-28
Keudell ison Wealth Management
DECREASED
Shares1,611,475 from 1,690,577
Change-79,102 (-5%)
Value$52.4M (-$1.2M)
Filed 2026-10-16
Curran Financial Partners, LLC
INCREASED
Shares1,600,762 from 1,490,202
Change+110,560 (+7%)
Value$52.1M (+$4.8M)
Filed 2026-11-04
Securian Asset Management, Inc
UNCHANGED
Shares1,581,000 from 1,581,000
Change0 (0%)
Value$51.4M (-$600.8K)
Filed 2026-11-06
Pinnacle Associates LTD
INCREASED
Shares1,566,898 from 1,527,109
Change+39,789 (+3%)
Value$51.0M (+$2.5M)
Filed 2026-10-20
Evergreen Advisors, LLC
DECREASED
Shares1,566,315 from 1,568,137
Change-1,822 (0%)
Value$51.0M (+$1.2M)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares1,560,263 from 1,514,996
Change+45,267 (+3%)
Value$50.8M (+$2.7M)
Filed 2026-10-27
Allied Investment Advisors, LLC
DECREASED
Shares1,540,888 from 1,871,398
Change-330,510 (-18%)
Value$50.1M (-$9.2M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares1,498,176 from 985,149
Change+513,027 (+52%)
Value$47.5M (+$16.3M)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares1,476,900 from 1,496,093
Change-19,193 (-1%)
Value$48.0M (+$602.5K)
Filed 2026-11-06
Cullen T Bankers, Inc.
DECREASED
Shares1,385,035 from 1,421,380
Change-36,345 (-3%)
Value$45.1M (-$16.8K)
Filed 2026-10-28
ForthRight Wealth Management, LLC
INCREASED
Shares1,335,612 from 1,297,540
Change+38,072 (+3%)
Value$43.4M (+$2.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,299,869 from 1,096,910
Change+202,959 (+19%)
Value$42.3M (+$7.5M)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares1,275,453 from 1,228,413
Change+47,040 (+4%)
Value$41.5M (+$2.5M)
Filed 2026-10-16
CRA Financial Services, LLC
INCREASED
Shares1,250,804 from 1,220,811
Change+29,993 (+2%)
Value$40.7M (+$2.0M)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares1,218,428 from 1,206,375
Change+12,053 (+1%)
Value$39.6M (+$1.4M)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares1,212,005 from 1,164,512
Change+47,493 (+4%)
Value$39.4M (+$2.5M)
Filed 2026-10-21
Steele Capital Management, Inc.
INCREASED
Shares1,197,315 from 1,169,147
Change+28,168 (+2%)
Value$38.9M (+$1.9M)
Filed 2026-11-02
Vaughan David Investments LLC
INCREASED
Shares1,192,815 from 1,189,016
Change+3,799 (+0%)
Value$38.8K (-$37.7M)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares1,121,047 from 1,042,013
Change+79,034 (+8%)
Value$36.5M (+$3.4M)
Filed 2026-10-09
eCIO, Inc.
INCREASED
Shares1,074,455 from 1,064,896
Change+9,559 (+1%)
Value$35.1M (+$1.3M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares1,070,428 from 1,142,449
Change-72,021 (-6%)
Value$35.0K (-$36.3M)
Filed 2026-11-05
White Lighthouse Investment Management Inc.
INCREASED
Shares1,056,150 from 835,391
Change+220,759 (+26%)
Value$34.4M (+$7.9M)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares1,012,301 from 1,158,802
Change-146,501 (-13%)
Value$32.9M (-$3.8M)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares974,048 from 965,398
Change+8,650 (+1%)
Value$31.7M (+$1.1M)
Filed 2026-10-27
Stonehearth Capital Management, LLC
DECREASED
Shares967,760 from 969,332
Change-1,572 (0%)
Value$31.5M (+$743.7K)
Filed 2026-10-13
Wealth Management Resources, Inc.
INCREASED
Shares966,271 from 940,642
Change+25,629 (+3%)
Value$31.4M (+$1.6M)
Filed 2026-10-21
Ledyard National Bank
INCREASED
Shares956,251 from 821,527
Change+134,724 (+16%)
Value$31.1M (+$5.1M)
Filed 2026-10-21
Carolina Wealth Management Inc
INCREASED
Shares948,581 from 909,270
Change+39,311 (+4%)
Value$30.9M (+$2.0M)
Filed 2026-10-29
Eagle Capital Management, LLC
INCREASED
Shares935,726 from 934,410
Change+1,316 (+0%)
Value$30.4K (+$809)
Filed 2026-10-19
B&D White Capital Company, LLC
INCREASED
Shares927,427 from 296,287
Change+631,140 (+213%)
Value$30.2M (+$20.8M)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares919,259 from 791,541
Change+127,718 (+16%)
Value$29.9M (+$4.8M)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares901,801 from 850,999
Change+50,802 (+6%)
Value$30.4M (+$3.4M)
Filed 2026-10-15
Souders Financial Advisors
INCREASED
Shares892,214 from 887,309
Change+4,905 (+1%)
Value$29.0M (+$887.1K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares886,532 from 924,059
Change-37,527 (-4%)
Value$28.8M (-$463.0K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED
Shares884,316 from 938,972
Change-54,656 (-6%)
Value$28.8M (-$1.0M)
Filed 2026-10-21
Capital Advantage, Inc.
INCREASED
Shares877,114 from 873,130
Change+3,984 (+0%)
Value$28.5M (+$845.6K)
Filed 2026-10-14
SRH Advisors, LLC
DECREASED
Shares870,175 from 873,081
Change-2,906 (0%)
Value$28.3M (+$621.4K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares858,296 from 820,421
Change+37,875 (+5%)
Value$27.9M (+$1.9M)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares855,722 from 822,011
Change+33,711 (+4%)
Value$27.8M (+$1.8M)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares839,937 from 869,659
Change-29,722 (-3%)
Value$27.3M (-$253.7K)
Filed 2026-11-05
Asset Allocation & Management Company, LLC
INCREASED
Shares806,214 from 739,872
Change+66,342 (+9%)
Value$26.2K (+$2.8K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares804,893 from 789,473
Change+15,420 (+2%)
Value$26.2M (+$1.1M)
Filed 2026-10-28
McCarthy Asset Management, Inc.
DECREASED
Shares798,372 from 805,382
Change-7,010 (-1%)
Value$26.0M (+$432.4K)
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares796,851 from 762,215
Change+34,636 (+5%)
Value$25.9M (+$1.8M)
Filed 2026-10-07
Walker Financial Services, Inc.
DECREASED
Shares786,308 from 842,806
Change-56,498 (-7%)
Value$25.6M (-$1.1M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares760,558 from 746,454
Change+14,104 (+2%)
Value$24.7M (+$1.1M)
Filed 2026-10-21
Powers Advisory Group, LLC
INCREASED
Shares759,585 from 710,781
Change+48,804 (+7%)
Value$24.7M (+$2.2M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares756,809 from 712,723
Change+44,086 (+6%)
Value$24.6M (+$2.0M)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares753,242 from 603,599
Change+149,643 (+25%)
Value$24.5M (+$5.4M)
Filed 2026-10-13
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares723,050 from 595,950
Change+127,100 (+21%)
Value$23.5M (+$4.6M)
Filed 2026-10-29
Weitzel Financial Services, Inc.
INCREASED
Shares716,682 from 709,142
Change+7,540 (+1%)
Value$23.4M (+$626.0K)
Filed 2026-10-16
Southland Equity Partners LLC
INCREASED
Shares706,927 from 706,182
Change+745 (+0%)
Value$23.0M (+$603.3K)
Filed 2026-10-14
Montis Financial, LLC
INCREASED
Shares698,216 from 672,864
Change+25,352 (+4%)
Value$22.7M (+$1.4M)
Filed 2026-11-04
Asset Allocation Strategies LLC
DECREASED
Shares681,247 from 685,427
Change-4,180 (-1%)
Value$22.2M (+$426.1K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares673,332 from 669,580
Change+3,752 (+1%)
Value$21.9M (+$671.1K)
Filed 2026-10-07
Hengehold Capital Management LLC
INCREASED
Shares670,820 from 633,731
Change+37,089 (+6%)
Value$21.8M (+$1.7M)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares667,536 from 629,765
Change+37,771 (+6%)
Value$21.7M (+$1.7M)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares656,368 from 666,565
Change-10,197 (-2%)
Value$21.4M (+$214.9K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares655,621 from 614,431
Change+41,190 (+7%)
Value$21.3M (+$1.8M)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
INCREASED
Shares653,294 from 584,652
Change+68,642 (+12%)
Value$21.3M (+$2.7M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares652,360 from 400,330
Change+252,030 (+63%)
Value$21.2M (+$8.5M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares648,207 from 636,665
Change+11,542 (+2%)
Value$21.1M (+$897.5K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares647,697 from 633,855
Change+13,842 (+2%)
Value$21.1M (+$970.0K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
INCREASED
Shares642,148 from 632,796
Change+9,352 (+1%)
Value$20.9M (+$823.1K)
Filed 2026-11-06
Kellett Wealth Advisors, LLC
INCREASED
Shares637,860 from 364,899
Change+272,961 (+75%)
Value$20.7M (+$9.2M)
Filed 2026-10-15
Waller Financial Planning Group, Inc
DECREASED
Shares635,884 from 642,281
Change-6,397 (-1%)
Value$20.7M (+$318.6K)
Filed 2026-10-07
Equitable Trust Co
DECREASED
Shares624,169 from 637,710
Change-13,541 (-2%)
Value$20.3M (+$82.4K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares613,941 from 632,744
Change-18,803 (-3%)
Value$20.0M (-$92.8K)
Filed 2026-10-20
Everest Financial Group LLC
DECREASED
Shares607,438 from 637,000
Change-29,562 (-5%)
Value$19.8M (-$439.3K)
Filed 2026-11-06
Principle Wealth Partners LLC
DECREASED
Shares605,492 from 609,404
Change-3,912 (-1%)
Value$19.7M (+$372.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares599,451 from 587,675
Change+11,776 (+2%)
Value$19.5M (+$865.0K)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares593,112 from 513,677
Change+79,435 (+15%)
Value$19.3M (+$2.7M)
Filed 2026-11-02
Sims Investment Management, LLC
INCREASED
Shares582,002 from 568,963
Change+13,039 (+2%)
Value$18.9M (+$890.7K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares579,943 from 560,479
Change+19,464 (+3%)
Value$18.9K (-$17.7M)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares576,569 from 567,755
Change+8,814 (+2%)
Value$18.8M (+$752.3K)
Filed 2026-10-22
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares574,672 from 585,877
Change-11,205 (-2%)
Value$18.7M (+$115.9K)
Filed 2026-11-04
Global Wealth Management, LLC
DECREASED
Shares573,284 from 628,850
Change-55,566 (-9%)
Value$18.6M (-$1.3M)
Filed 2026-10-15
Carnegie Investment Counsel
INCREASED
Shares549,487 from 530,769
Change+18,718 (+4%)
Value$17.9M (+$1.0M)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
DECREASED
Shares535,177 from 616,226
Change-81,049 (-13%)
Value$17.4M (-$2.1M)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares528,834 from 584,465
Change-55,631 (-10%)
Value$17.2M (-$1.3M)
Filed 2026-10-26
Curbstone Financial Management Corp
INCREASED
Shares525,152 from 498,692
Change+26,460 (+5%)
Value$17.1M (+$1.3M)
Filed 2026-10-21
Financial Guidance Group, Inc.
INCREASED
Shares523,545 from 517,863
Change+5,682 (+1%)
Value$17.0M (+$609.5K)
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares516,198 from 484,902
Change+31,296 (+6%)
Value$16.8M (+$1.4M)
Filed 2026-10-22
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares506,446 from 610,039
Change-103,593 (-17%)
Value$16.5M (-$2.9M)
Filed 2026-10-16
Whitegate Investment Counselors, Inc.
INCREASED
Shares505,662 from 497,459
Change+8,203 (+2%)
Value$16.4M (+$674.8K)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares503,208 from 473,631
Change+29,577 (+6%)
Value$16.4M (+$1.4M)
Filed 2026-10-19
BCM Advisors, LLC
INCREASED
Shares501,552 from 225,983
Change+275,569 (+122%)
Value$17.9M (+$10.4M)
Filed 2026-11-03
GSG Advisors LLC
INCREASED
Shares500,074 from 496,190
Change+3,884 (+1%)
Value$16.3M (+$533.2K)
Filed 2026-11-03
Schaeffer Financial LLC
INCREASED
Shares495,667 from 482,072
Change+13,595 (+3%)
Value$16.1M (+$837.6K)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares494,001 from 474,504
Change+19,497 (+4%)
Value$16.1M (+$1.0M)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares492,497 from 22,477
Change+470,020 (+2091%)
Value$16.0M (+$15.3M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares490,742 from 384,773
Change+105,969 (+28%)
Value$16.0M (+$3.8M)
Filed 2026-10-22
truNorth Financial Services, Inc.
DECREASED
Shares485,629 from 488,015
Change-2,386 (0%)
Value$15.8M (+$322.6K)
Filed 2026-11-06
Retirement Financial Solutions, LLC
INCREASED
Shares484,480 from 470,729
Change+13,751 (+3%)
Value$15.8M (+$833.3K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares481,961 from 655,779
Change-173,818 (-27%)
Value$15.7M (-$5.1M)
Filed 2026-11-04
Lighthouse Wealth Management Inc.
INCREASED
Shares481,134 from 471,641
Change+9,493 (+2%)
Value$15.7M (+$695.5K)
Filed 2026-10-13
Sard Wealth Management Group, LLC
INCREASED
Shares479,959 from 475,724
Change+4,235 (+1%)
Value$15.6M (+$527.9K)
Filed 2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED
Shares479,710 from 478,115
Change+1,595 (+0%)
Value$15.6M (+$444.0K)
Filed 2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares471,798 from 468,335
Change+3,463 (+1%)
Value$15.3M (+$496.7K)
Filed 2026-10-29
Friday Financial
INCREASED
Shares470,332 from 363,808
Change+106,524 (+29%)
Value$15.4M (+$3.5M)
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares470,090 from 497,068
Change-26,978 (-5%)
Value$16.6M (+$879.2K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares469,944 from 378,246
Change+91,698 (+24%)
Value$15.3M (+$3.3M)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares469,257 from 464,827
Change+4,430 (+1%)
Value$15.3M (+$525.3K)
Filed 2026-10-29
Courage Miller Partners, LLC
DECREASED
Shares466,882 from 468,296
Change-1,414 (0%)
Value$15.2M (+$338.0K)
Filed 2026-10-21
Charles Schwab Trust Co
INCREASED
Shares466,781 from 458,590
Change+8,191 (+2%)
Value$15.2M (+$642.5K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares464,630 from 446,114
Change+18,516 (+4%)
Value$15.1M (+$968.1K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
INCREASED
Shares459,948 from 455,656
Change+4,292 (+1%)
Value$15.0M (+$513.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares456,328 from 201,216
Change+255,112 (+127%)
Value$14.8M (+$8.5M)
Filed 2026-10-23
Robbins Farley
INCREASED
Shares447,731 from 342,610
Change+105,121 (+31%)
Value$14.6M (+$3.7M)
Filed 2026-10-21
Smithbridge Asset Management Inc
DECREASED
Shares447,126 from 451,863
Change-4,737 (-1%)
Value$14.5M (+$216.4K)
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares444,552 from 366,061
Change+78,491 (+21%)
Value$14.5M (+$2.9M)
Filed 2026-11-06
Barry Investment Advisors, LLC
INCREASED
Shares443,568 from 326,312
Change+117,256 (+36%)
Value$14.4M (+$4.1M)
Filed 2026-10-14
Moran Wealth Management, LLC
INCREASED
Shares438,102 from 375,959
Change+62,143 (+17%)
Value$14.3M (+$2.3M)
Filed 2026-10-22
Legacy Financial Strategies, LLC
INCREASED
Shares437,464 from 437,276
Change+188 (+0%)
Value$14.2M (+$364.7K)
Filed 2026-10-15
Summit Wealth Group LLC / Co
DECREASED
Shares430,356 from 485,800
Change-55,444 (-11%)
Value$14.0M (-$1.4M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares429,617 from 379,307
Change+50,310 (+13%)
Value$14.0M (+$1.9M)
Filed 2026-11-06
Winthrop Capital Management, LLC
INCREASED
Shares428,312 from 421,081
Change+7,231 (+2%)
Value$13.9M (+$581.0K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares427,048 from 426,828
Change+220 (+0%)
Value$13.9M (+$357.2K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares426,034 from 341,904
Change+84,130 (+25%)
Value$13.9M (+$3.0M)
Filed 2026-10-23
Sunburst Financial Group, LLC
DECREASED
Shares423,022 from 428,381
Change-5,359 (-1%)
Value$13.8M (+$177.0K)
Filed 2026-10-09
Platform Technology Partners
INCREASED
Shares419,025 from 409,809
Change+9,216 (+2%)
Value$13.6M (+$635.8K)
Filed 2026-11-02
Stevens Capital Partners
INCREASED
Shares418,286 from 329,569
Change+88,717 (+27%)
Value$13.6M (+$3.2M)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
INCREASED
Shares417,162 from 411,257
Change+5,905 (+1%)
Value$13.6M (+$529.3K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED
Shares413,749 from 420,897
Change-7,148 (-2%)
Value$13.5M (+$112.6K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares409,205 from 405,666
Change+3,539 (+1%)
Value$13.3M (+$447.8K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares408,627 from 390,817
Change+17,810 (+5%)
Value$13.3M (+$899.8K)
Filed 2026-10-29
Islay Capital Management, LLC
DECREASED
Shares407,788 from 479,137
Change-71,349 (-15%)
Value$13.3M (-$1.9M)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
DECREASED
Shares406,304 from 410,081
Change-3,777 (-1%)
Value$13.2M (+$213.4K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares404,016 from 417,546
Change-13,530 (-3%)
Value$13.1M (-$97.7K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares403,350 from 559,189
Change-155,839 (-28%)
Value$13.1M (-$4.6M)
Filed 2026-10-15
Richardson Capital Management LLC
DECREASED
Shares396,435 from 403,966
Change-7,531 (-2%)
Value$12.9M (+$86.3K)
Filed 2026-10-23
Red Mountain Financial, LLC
DECREASED
Shares394,735 from 396,823
Change-2,088 (-1%)
Value$12.8M (+$257.5K)
Filed 2026-11-03
Midwest Financial Group LLC
INCREASED
Shares390,708 from 386,258
Change+4,450 (+1%)
Value$12.7M (+$461.5K)
Filed 2026-10-15
Clay Northam Wealth Management, LLC
INCREASED
Shares389,943 from 380,858
Change+9,085 (+2%)
Value$12.7M (+$607.9K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares389,655 from 401,118
Change-11,463 (-3%)
Value$13.9M (+$1.2M)
Filed 2026-11-02
Traphagen Investment Advisors LLC
INCREASED
Shares387,252 from 278,360
Change+108,892 (+39%)
Value$12.6M (+$3.8M)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares386,210 from 413,829
Change-27,619 (-7%)
Value$12.6M (-$559.1K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares385,587 from 387,669
Change-2,082 (-1%)
Value$12.5M (+$250.1K)
Filed 2026-10-13
Keystone Financial Group, Inc.
INCREASED
Shares384,721 from 380,415
Change+4,306 (+1%)
Value$12.5M (+$452.0K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
DECREASED
Shares383,186 from 383,686
Change-500 (0%)
Value$12.5M (+$298.4K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
DECREASED
Shares381,817 from 388,699
Change-6,882 (-2%)
Value$12.4M (+$94.8K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares377,019 from 380,233
Change-3,214 (-1%)
Value$12.3M (+$207.2K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares373,684 from 375,523
Change-1,839 (0%)
Value$12.2M (+$248.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares371,413 from 228,658
Change+142,755 (+62%)
Value$12.1M (+$4.8M)
Filed 2026-11-05
Certior Financial Group, LLC
INCREASED
Shares369,749 from 364,332
Change+5,417 (+1%)
Value$12.0M (+$475.0K)
Filed 2026-10-19
Monetary Solutions, Ltd
DECREASED
Shares367,846 from 393,111
Change-25,265 (-6%)
Value$12.0M (-$499.5K)
Filed 2026-10-22
Winthrop Advisory Group LLC
DECREASED
Shares365,163 from 366,832
Change-1,669 (0%)
Value$11.9M (+$246.5K)
Filed 2026-10-22
MBA Advisors LLC
INCREASED
Shares363,068 from 358,869
Change+4,199 (+1%)
Value$11.8M (+$430.9K)
Filed 2026-10-29
Verus Capital Partners, LLC
INCREASED
Shares362,931 from 336,670
Change+26,261 (+8%)
Value$11.8M (+$1.1M)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
DECREASED
Shares362,490 from 363,303
Change-813 (0%)
Value$11.8M (+$271.4K)
Filed 2026-10-13
Dmkc Advisory Services, LLC
DECREASED
Shares361,316 from 468,762
Change-107,446 (-23%)
Value$11.8M (-$3.1M)
Filed 2026-11-04
Prosperitas Financial LLC
DECREASED
Shares360,752 from 364,240
Change-3,488 (-1%)
Value$11.7M (+$185.2K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares357,850 from 367,249
Change-9,399 (-3%)
Value$11.6M (-$4.6K)
Filed 2026-10-21
MSH Capital Advisors LLC
INCREASED
Shares352,796 from 343,606
Change+9,190 (+3%)
Value$11.5M (+$580.7K)
Filed 2026-11-03
Kure Advisory, LLC
INCREASED
Shares352,119 from 342,987
Change+9,132 (+3%)
Value$11.5M (+$578.3K)
Filed 2026-10-08
Bell Investment Advisors, Inc
DECREASED
Shares352,000 from 364,874
Change-12,874 (-4%)
Value$11.5M (-$119.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares350,415 from 376,960
Change-26,545 (-7%)
Value$11.4M (-$554.4K)
Filed 2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED
Shares343,226 from 339,024
Change+4,202 (+1%)
Value$11.2M (+$414.7K)
Filed 2026-10-07
Johnson & White Wealth Management, LLC
INCREASED
Shares341,160 from 333,090
Change+8,070 (+2%)
Value$11.1M (+$535.6K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares340,535 from 323,158
Change+17,377 (+5%)
Value$11.1M (+$830.2K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares338,840 from 310,258
Change+28,582 (+9%)
Value$11.0M (+$1.2M)
Filed 2026-10-16
Meridian Financial Advisors, LLC
DECREASED
Shares333,910 from 336,197
Change-2,287 (-1%)
Value$10.9M (+$201.3K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
DECREASED
Shares331,699 from 332,594
Change-895 (0%)
Value$10.8M (-$281.9K)
Filed 2026-10-20
Sage Financial Management Group, Inc.
INCREASED
Shares328,359 from 303,678
Change+24,681 (+8%)
Value$10.7M (+$1.1M)
Filed 2026-11-06
Juncture Wealth Strategies, LLC
DECREASED
Shares322,879 from 323,518
Change-639 (0%)
Value$10.5M (+$244.5K)
Filed 2026-10-06
Appalachian Capital Management Ltd
INCREASED
Shares321,346 from 319,735
Change+1,611 (+1%)
Value$10.5M (+$314.6K)
Filed 2026-10-14
YHB Investment Advisors, Inc.
DECREASED
Shares320,278 from 320,655
Change-377 (0%)
Value$10.4M (+$250.7K)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares318,735 from 282,534
Change+36,201 (+13%)
Value$10.4M (+$1.4M)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED
Shares315,628 from 325,850
Change-10,222 (-3%)
Value$10.3M (-$65.3K)
Filed 2026-10-14
Beacon Financial Planning, Inc
INCREASED
Shares314,463 from 300,191
Change+14,272 (+5%)
Value$10.2M (+$710.4K)
Filed 2026-11-04
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares313,441 from 317,313
Change-3,872 (-1%)
Value$10.2M (+$134.2K)
Filed 2026-10-06
North Star Investment Management Corp.
INCREASED
Shares309,776 from 300,951
Change+8,825 (+3%)
Value$10.1M (+$533.9K)
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares302,624 from 290,362
Change+12,262 (+4%)
Value$9.8M (+$637.0K)
Filed 2026-10-07
Union Bancaire Privee, UBP SA
NEW
Shares301,970
Change+301,970
Value$8.3M
Filed 2026-11-04
VMS Asset Management Limited
NEW
Shares301,970
Change+301,970
Value$9.8M
Filed 2026-10-15
HBK Sorce Advisory LLC
INCREASED
Shares298,945 from 289,747
Change+9,198 (+3%)
Value$10.6M (+$841.5K)
Filed 2026-11-06
Diversified Enterprises, LLC
DECREASED
Shares297,679 from 299,543
Change-1,864 (-1%)
Value$9.7M (+$185.0K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares297,490 from 283,307
Change+14,183 (+5%)
Value$9.7M (+$693.7K)
Filed 2026-10-13
Joseph Group Capital Management
DECREASED
Shares294,563 from 322,053
Change-27,490 (-9%)
Value$9.6M (-$630.2K)
Filed 2026-11-04
Livet Wealth, LLC
INCREASED
Shares294,494 from 290,827
Change+3,667 (+1%)
Value$9.6M (+$357.8K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares293,772 from 306,159
Change-12,387 (-4%)
Value$9.6M (-$151.9K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares292,572 from 298,357
Change-5,785 (-2%)
Value$9.5M (+$56.5K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
DECREASED
Shares290,636 from 292,384
Change-1,748 (-1%)
Value$9.5M (-$279.1K)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
INCREASED
Shares288,805 from 279,434
Change+9,371 (+3%)
Value$9.4M (+$534.0K)
Filed 2026-10-27
Coquina Private Wealth LLC
DECREASED
Shares287,863 from 312,259
Change-24,396 (-8%)
Value$9.4M (-$537.6K)
Filed 2026-10-27
Crescent Sterling, Ltd.
INCREASED
Shares287,582 from 277,997
Change+9,585 (+3%)
Value$9.4M (+$539.8K)
Filed 2026-10-16
Curtis Advisory Group, LLC
DECREASED
Shares284,528 from 285,569
Change-1,041 (0%)
Value$9.3M (+$200.3K)
Filed 2026-10-28
Penney Financial, LLC
DECREASED
Shares284,097 from 293,595
Change-9,498 (-3%)
Value$9.2M (-$68.2K)
Filed 2026-10-20
Stewardship Concepts Financial Services LLC
DECREASED
Shares282,125 from 304,455
Change-22,330 (-7%)
Value$9.2M (-$476.7K)
Filed 2026-10-06
Karras Company, Inc.
DECREASED
Shares281,620 from 287,846
Change-6,226 (-2%)
Value$9.2M (+$33.5K)
Filed 2026-10-16
Guardian Financial Partners, LLC
INCREASED
Shares281,413 from 272,355
Change+9,058 (+3%)
Value$9.2M (+$518.0K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares279,208 from 281,058
Change-1,850 (-1%)
Value$9.1M (+$170.3K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares277,966 from 240,626
Change+37,340 (+16%)
Value$9.0M (+$1.4M)
Filed 2026-11-06
HRC Wealth Management, LLC
INCREASED
Shares277,145 from 274,610
Change+2,535 (+1%)
Value$9.0M (+$307.6K)
Filed 2026-10-16
Pittenger & Anderson Inc
DECREASED
Shares275,323 from 286,139
Change-10,816 (-4%)
Value$9.0M (-$117.2K)
Filed 2026-11-02
Investment Advisory Services Inc
INCREASED
Shares274,322 from 260,830
Change+13,492 (+5%)
Value$8.9M (+$652.8K)
Filed 2026-10-27
Milestones Private Investment Advisors LLC
INCREASED
Shares273,063 from 212,996
Change+60,067 (+28%)
Value$8.9M (+$2.1M)
Filed 2026-10-19
Orgel Wealth Management, LLC
DECREASED
Shares272,367 from 293,403
Change-21,036 (-7%)
Value$8.9M (-$443.7K)
Filed 2026-10-14
D.B. Root & Company, LLC
INCREASED
Shares271,885 from 258,507
Change+13,378 (+5%)
Value$8.8M (+$647.1K)
Filed 2026-11-04
Michels Family Financial, LLC
INCREASED
Shares270,972 from 265,345
Change+5,627 (+2%)
Value$8.8M (+$400.6K)
Filed 2026-11-02
Keeler Thomas Management LLC
INCREASED
Shares270,964 from 268,611
Change+2,353 (+1%)
Value$8.8M (+$296.8K)
Filed 2026-10-29
Compass Wealth Management, LLC
DECREASED
Shares270,692 from 271,324
Change-632 (0%)
Value$8.8M (+$202.0K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares270,505 from 253,820
Change+16,685 (+7%)
Value$9.7M (+$1.6M)
Filed 2026-11-04
Madden Securities Corp
DECREASED
Shares270,010 from 276,622
Change-6,612 (-2%)
Value$8.8M (+$11.8K)
Filed 2026-10-27
NBT Bank, N.A.
DECREASED
Shares269,733 from 272,608
Change-2,875 (-1%)
Value$8.8M (+$130.0K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares269,029 from 332,830
Change-63,801 (-19%)
Value$8.8M (-$1.8M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares267,545 from 248,991
Change+18,554 (+7%)
Value$9.4M (+$1.3M)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares266,690 from 261,313
Change+5,377 (+2%)
Value$8.7M (+$389.2K)
Filed 2026-11-04
Davis Capital Management
INCREASED
Shares265,361 from 263,766
Change+1,595 (+1%)
Value$8.6M (+$268.2K)
Filed 2026-10-08
Fairway Financial, LLC
DECREASED
Shares262,714 from 380,828
Change-118,114 (-31%)
Value$8.5M (-$3.5M)
Filed 2026-10-20
DT Investment Partners, LLC
INCREASED
Shares261,715 from 255,473
Change+6,242 (+2%)
Value$8.5M (+$412.5K)
Filed 2026-10-27
Old Port Advisors
DECREASED
Shares260,636 from 266,050
Change-5,414 (-2%)
Value$8.5M (+$42.1K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED
Shares256,743 from 198,228
Change+58,515 (+30%)
Value$8.4M (+$2.1M)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares255,875 from 242,438
Change+13,437 (+6%)
Value$8.3M (+$635.9K)
Filed 2026-10-27
Matrix Trust Co
DECREASED
Shares254,782 from 264,820
Change-10,038 (-4%)
Value$8.3K (-$109)
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares252,836 from 242,501
Change+10,335 (+4%)
Value$8.2M (+$535.0K)
Filed 2026-10-22
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares251,541 from 251,541
Change0 (0%)
Value$8.2M (+$206.3K)
Filed 2026-10-26
Burns Matteson Capital Management, LLC
INCREASED
Shares249,934 from 246,702
Change+3,232 (+1%)
Value$8.1M (+$307.4K)
Filed 2026-10-16
Plancorp, LLC
DECREASED
Shares247,708 from 250,369
Change-2,661 (-1%)
Value$8.9M (+$711.0K)
Filed 2026-11-03
Womack Financial LLC
INCREASED
Shares247,671 from 244,484
Change+3,187 (+1%)
Value$8.1M (+$304.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares247,392 from 244,771
Change+2,621 (+1%)
Value$8.0M (+$286.0K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
INCREASED
Shares246,227 from 238,181
Change+8,046 (+3%)
Value$8.0K (-$7.5M)
Filed 2026-10-21
CPA Asset Management Group, LLC
INCREASED
Shares246,154 from 203,302
Change+42,852 (+21%)
Value$8.0M (+$1.6M)
Filed 2026-10-26
Intrua Financial, LLC
DECREASED
Shares245,888 from 247,303
Change-1,415 (-1%)
Value$8.0M (+$156.7K)
Filed 2026-10-28
Skyline Advisors, Inc.
DECREASED
Shares244,907 from 262,410
Change-17,503 (-7%)
Value$8.0M (-$354.2K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares244,488 from 174,018
Change+70,470 (+41%)
Value$8.0M (+$2.4M)
Filed 2026-11-05
Asset Advisory Group, Inc.
DECREASED
Shares241,689 from 242,951
Change-1,262 (-1%)
Value$7.9M (+$158.2K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares241,399 from 236,152
Change+5,247 (+2%)
Value$7.9M (+$364.3K)
Filed 2026-10-08
Pinkerton Wealth, LLC
INCREASED
Shares241,159 from 235,722
Change+5,437 (+2%)
Value$7.8M (+$612.9K)
Filed 2026-10-29
Sheets Smith Wealth Management
INCREASED
Shares241,043 from 239,869
Change+1,174 (+0%)
Value$7.8M (+$234.9K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares239,568 from 237,654
Change+1,914 (+1%)
Value$7.8M (+$257.1K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares238,788 from 233,759
Change+5,029 (+2%)
Value$7.8M (+$355.3K)
Filed 2026-10-13
Legacy Advisors, LLC
INCREASED
Shares238,638 from 234,403
Change+4,235 (+2%)
Value$7.8M (+$330.0K)
Filed 2026-10-19
Chris Bulman Inc
INCREASED
Shares235,427 from 214,147
Change+21,280 (+10%)
Value$7.7M (+$867.8K)
Filed 2026-10-20
Dorato Capital Management
INCREASED
Shares234,525 from 212,142
Change+22,383 (+11%)
Value$7.7M (+$783.8K)
Filed 2026-10-08
Wedmont Private Capital
INCREASED
Shares233,756 from 222,110
Change+11,646 (+5%)
Value$7.7M (+$552.7K)
Filed 2026-10-09
Patriot Investment Management Group, Inc.
DECREASED
Shares233,754 from 234,014
Change-260 (0%)
Value$7.6M (+$183.4K)
Filed 2026-10-15
Beacon Advisors Holdings, LLC
INCREASED
Shares232,303 from 225,152
Change+7,151 (+3%)
Value$7.6M (+$417.2K)
Filed 2026-10-27
St. Johns Investment Management Company, LLC
DECREASED
Shares231,189 from 236,759
Change-5,570 (-2%)
Value$7.5M (+$13.0K)
Filed 2026-10-30
Adams Asset Advisors, LLC
INCREASED
Shares229,830 from 217,242
Change+12,588 (+6%)
Value$7.5M (+$587.6K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares227,968 from 214,396
Change+13,572 (+6%)
Value$7.4M (+$617.3K)
Filed 2026-10-15
Alkeme Wealth, LLC
INCREASED
Shares224,686 from 213,109
Change+11,577 (+5%)
Value$7.3M (+$551.3K)
Filed 2026-10-08
Family Investment Center, Inc.
INCREASED
Shares224,642 from 224,202
Change+440 (+0%)
Value$7.3M (+$198.1K)
Filed 2026-10-19
Sierra Ocean, LLC
NEW
Shares224,603
Change+224,603
Value$7.3M
Filed 2026-11-03
United Bank
INCREASED
Shares224,220 from 222,798
Change+1,422 (+1%)
Value$7.3M (+$229.0K)
Filed 2026-11-06
Family Capital Management, Inc.
DECREASED
Shares223,303 from 229,593
Change-6,290 (-3%)
Value$7.3M (-$16.4K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares223,164 from 219,853
Change+3,311 (+2%)
Value$7.3M (+$288.0K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED
Shares222,705 from 212,780
Change+9,925 (+5%)
Value$7.2M (+$497.4K)
Filed 2026-10-30
True Freedom Investing, LLC
INCREASED
Shares221,481 from 207,724
Change+13,757 (+7%)
Value$7.2M (+$831.8K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED
Shares219,535 from 218,814
Change+721 (+0%)
Value$7.1M (+$202.9K)
Filed 2026-10-16
Oasis Advisors, LLC
INCREASED
Shares219,517 from 52,250
Change+167,267 (+320%)
Value$7.1M (+$5.5M)
Filed 2026-10-16
Sendero Wealth Management, LLC
INCREASED
Shares219,141 from 199,675
Change+19,466 (+10%)
Value$7.1M (+$797.0K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares217,924 from 195,950
Change+21,974 (+11%)
Value$7.1K (-$6.2M)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares217,420 from 316,561
Change-99,141 (-31%)
Value$7.1M (-$3.0M)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares214,378 from 245,554
Change-31,176 (-13%)
Value$7.4M (-$887.5K)
Filed 2026-10-26
Seek First Inc.
INCREASED
Shares212,670 from 207,076
Change+5,594 (+3%)
Value$6.9M (+$351.8K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares211,626 from 227,279
Change-15,653 (-7%)
Value$6.9K (-$7.2M)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares211,368 from 199,365
Change+12,003 (+6%)
Value$7.2M (+$542.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares211,368 from 199,365
Change+12,003 (+6%)
Value$7.2M (+$542.9K)
Filed 2026-10-20
WMS Group LLC
DECREASED
Shares210,690 from 214,430
Change-3,740 (-2%)
Value$6.9M (+$54.2K)
Filed 2026-11-06
BCS Wealth Management
DECREASED
Shares209,584 from 217,305
Change-7,721 (-4%)
Value$6.8M (-$73.0K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares209,188 from 39,167
Change+170,021 (+434%)
Value$6.8M (+$5.6M)
Filed 2026-10-07
Uniting Wealth Partners, LLC
DECREASED
Shares206,789 from 240,275
Change-33,486 (-14%)
Value$6.7M (-$892.3K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares206,642 from 196,449
Change+10,193 (+5%)
Value$6.7M (+$492.7K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares206,170 from 201,744
Change+4,426 (+2%)
Value$6.7M (+$309.4K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares205,968 from 107,752
Change+98,216 (+91%)
Value$6.7M (+$3.3M)
Filed 2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED
Shares204,983 from 211,700
Change-6,717 (-3%)
Value$6.7M (-$44.9K)
Filed 2026-10-29
Annex Advisory Services, LLC
INCREASED
Shares203,954 from 182,569
Change+21,385 (+12%)
Value$6.6M (+$845.4K)
Filed 2026-10-16
MFA Wealth Services
INCREASED
Shares203,610 from 196,877
Change+6,733 (+3%)
Value$6.6M (+$380.5K)
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares203,528 from 195,498
Change+8,030 (+4%)
Value$7.0M (+$607.3K)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares202,935 from 154,602
Change+48,333 (+31%)
Value$6.6M (+$1.7M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares201,399 from 692,830
Change-491,431 (-71%)
Value$6.6M (-$15.4M)
Filed 2026-10-21
WealthPLAN Partners, LLC
INCREASED
Shares198,867 from 192,517
Change+6,350 (+3%)
Value$6.5M (+$364.4K)
Filed 2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED
Shares198,297 from 198,267
Change+30 (+0%)
Value$6.5M (+$163.6K)
Filed 2026-11-03
Fagan Associates, Inc.
INCREASED
Shares196,655 from 181,154
Change+15,501 (+9%)
Value$6.4M (+$652.8K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares195,373 from 193,921
Change+1,452 (+1%)
Value$6.4M (+$206.3K)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares194,747 from 125,289
Change+69,458 (+55%)
Value$6.3M (+$2.4M)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares194,350 from 193,912
Change+438 (+0%)
Value$6.3M (+$173.3K)
Filed 2026-10-30
Vigilare Wealth Management
DECREASED
Shares194,200 from 197,121
Change-2,921 (-1%)
Value$6.3M (+$66.7K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares191,497 from 164,288
Change+27,209 (+17%)
Value$6.2M (+$1.0M)
Filed 2026-10-08
First Merchants Corp
DECREASED
Shares191,136 from 199,885
Change-8,749 (-4%)
Value$6.2M (-$120.7K)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares191,133 from 189,804
Change+1,329 (+1%)
Value$6.2M (+$198.9K)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
INCREASED
Shares190,805 from 184,517
Change+6,288 (+3%)
Value$6.2M (+$355.9K)
Filed 2026-10-23
Crew Capital Management, Ltd
NEW
Shares189,435
Change+189,435
Value$6.2M
Filed 2026-10-28
Legacy Private Trust Co.
UNCHANGED
Shares189,049 from 189,049
Change0 (0%)
Value$6.1M (+$155.0K)
Filed 2026-10-06
Trek Financial, LLC
DECREASED
Shares187,078 from 221,405
Change-34,327 (-15%)
Value$6.1M (-$935.1K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares186,669 from 179,537
Change+7,132 (+4%)
Value$6.1M (+$379.2K)
Filed 2026-10-13
Financial Partners Group, Inc
DECREASED
Shares185,898 from 223,941
Change-38,043 (-17%)
Value$6.0M (-$1.1M)
Filed 2026-10-19
Global Financial Private Client, LLC
DECREASED
Shares185,727 from 185,729
Change-2 (0%)
Value$6.0M (+$152.3K)
Filed 2026-10-15
Iron Financial LLC
INCREASED
Shares184,943 from 184,175
Change+768 (+0%)
Value$6.0M (+$176.0K)
Filed 2026-10-23
Lynch & Associates
INCREASED
Shares184,645 from 171,388
Change+13,257 (+8%)
Value$6.0M (+$571.8K)
Filed 2026-10-13
Camden National Bank
INCREASED
Shares184,433 from 176,598
Change+7,835 (+4%)
Value$6.0M (+$399.7K)
Filed 2026-11-02
Towercrest Capital Management
INCREASED
Shares183,586 from 179,585
Change+4,001 (+2%)
Value$6.0M (+$277.4K)
Filed 2026-10-23
Alliance Wealth Management Group
INCREASED
Shares183,586 from 179,585
Change+4,001 (+2%)
Value$6.0M (+$277.4K)
Filed 2026-10-29
Advisortrust Partners, LLC
INCREASED
Shares183,020 from 159,070
Change+23,950 (+15%)
Value$6.0M (+$909.5K)
Filed 2026-11-02
Milestone Investment Advisors LLC
DECREASED
Shares182,801 from 187,677
Change-4,876 (-3%)
Value$5.9M (-$4.7K)
Filed 2026-11-05
LS Investment Advisors, LLC
INCREASED
Shares182,044 from 179,175
Change+2,869 (+2%)
Value$5.9M (+$240.3K)
Filed 2026-10-13
Cresta Advisors, Ltd.
INCREASED
Shares180,209 from 158,224
Change+21,985 (+14%)
Value$5.9M (+$844.9K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares180,182 from 175,970
Change+4,212 (+2%)
Value$5.9M (+$281.3K)
Filed 2026-10-16
Surience Private Wealth LLC
INCREASED
Shares179,961 from 50,368
Change+129,593 (+257%)
Value$5.9M (+$4.3M)
Filed 2026-10-16
Bensler, LLC
DECREASED
Shares178,963 from 183,280
Change-4,317 (-2%)
Value$5.8M (+$9.9K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares178,589 from 118,312
Change+60,277 (+51%)
Value$5.8M (+$2.1M)
Filed 2026-10-21
Lexington Hill Partners, LLC
DECREASED
Shares176,605 from 180,561
Change-3,956 (-2%)
Value$5.7M (+$19.4K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares176,171 from 160,835
Change+15,336 (+10%)
Value$5.7M (+$631.3K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares176,057 from 82,129
Change+93,928 (+114%)
Value$5.7M (+$3.1M)
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares175,751
Change+175,751
Value$5.8M
Filed 2026-10-14
PCA Investment Advisory Services Inc.
DECREASED
Shares175,672 from 180,875
Change-5,203 (-3%)
Value$5.7M (-$21.0K)
Filed 2026-10-13
Ignite Planners, LLC
INCREASED
Shares173,804 from 66,419
Change+107,385 (+162%)
Value$5.7M (+$3.6M)
Filed 2026-10-14
Fortis Group Advisors, LLC
INCREASED
Shares173,502 from 8,474
Change+165,028 (+1947%)
Value$6.2M (+$5.9M)
Filed 2026-11-06
Roman Butler Fullerton & Co
INCREASED
Shares172,862 from 159,895
Change+12,967 (+8%)
Value$5.9M (+$712.6K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
INCREASED
Shares172,620 from 112,607
Change+60,013 (+53%)
Value$5.6M (+$2.0M)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares172,506 from 153,465
Change+19,041 (+12%)
Value$5.6M (+$745.3K)
Filed 2026-10-23
Berkeley, Inc
DECREASED
Shares169,772 from 169,985
Change-213 (0%)
Value$5.5M (+$132.5K)
Filed 2026-10-20
Decker Retirement Planning Inc.
DECREASED
Shares169,542 from 185,246
Change-15,704 (-8%)
Value$5.5M (-$358.9K)
Filed 2026-10-19
Liberty Capital Management, Inc.
INCREASED
Shares169,336 from 168,419
Change+917 (+1%)
Value$5.5M (+$167.9K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares169,311 from 136,105
Change+33,206 (+24%)
Value$5.5M (+$1.2M)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares168,850 from 162,179
Change+6,671 (+4%)
Value$5.5M (+$350.0K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares168,783 from 166,018
Change+2,765 (+2%)
Value$5.5M (+$226.1K)
Filed 2026-10-28
Good Harbor Advisors, Inc.
INCREASED
Shares168,692 from 165,374
Change+3,318 (+2%)
Value$5.5M (+$243.5K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares168,439 from 160,913
Change+7,526 (+5%)
Value$5.5M (+$223.9K)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares167,570 from 84,911
Change+82,659 (+97%)
Value$5.5M (+$2.8M)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares167,167 from 194,041
Change-26,874 (-14%)
Value$5.4M (-$715.1K)
Filed 2026-10-08
Channel Wealth LLC
DECREASED
Shares165,255 from 176,607
Change-11,352 (-6%)
Value$5.4M (-$224.4K)
Filed 2026-11-06
Perryman Financial Advisory Inc
INCREASED
Shares165,249 from 163,946
Change+1,303 (+1%)
Value$5.4M (+$176.8K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares163,973 from 163,262
Change+711 (+0%)
Value$5.3M (+$157.0K)
Filed 2026-10-28
Littlejohn Financial Services, Inc.
NEW
Shares163,542
Change+163,542
Value$5.3M
Filed 2026-11-06
Nikulski Financial, Inc.
DECREASED
Shares163,210 from 169,587
Change-6,377 (-4%)
Value$5.3M (-$68.4K)
Filed 2026-11-06
Milestone Asset Management, LLC
INCREASED
Shares162,920 from 61,939
Change+100,981 (+163%)
Value$5.3M (+$3.3M)
Filed 2026-10-15
Compass Financial Group, Inc
DECREASED
Shares162,455 from 178,941
Change-16,486 (-9%)
Value$5.3M (-$389.6K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares162,412
Change+162,412
Value$5.3M
Filed 2026-10-19
MBE Wealth Management, LLC
INCREASED
Shares160,989 from 160,983
Change+6 (0%)
Value$5.2M (+$132.2K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares160,927 from 149,169
Change+11,758 (+8%)
Value$5.2M (+$504.8K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares160,817 from 137,432
Change+23,385 (+17%)
Value$5.2M (+$873.4K)
Filed 2026-10-27
Olio Financial Planning
DECREASED
Shares160,174 from 161,377
Change-1,203 (-1%)
Value$5.2M (+$93.2K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares159,936 from 139,657
Change+20,279 (+15%)
Value$5.2M (+$774.2K)
Filed 2026-10-08
Simon Quick Advisors, LLC
INCREASED
Shares158,916 from 158,763
Change+153 (+0%)
Value$5.2M (+$135.2K)
Filed 2026-10-26
TrueWealth Advisors, LLC
DECREASED
Shares158,774 from 165,674
Change-6,900 (-4%)
Value$5.2M (-$88.6K)
Filed 2026-10-09
KCM Investment Advisors LLC
DECREASED
Shares158,361 from 163,934
Change-5,573 (-3%)
Value$5.2M (-$46.9K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares157,867 from 8,296
Change+149,571 (+1803%)
Value$5.1M (+$4.9M)
Filed 2026-10-16
Aspen Investment Management Inc
INCREASED
Shares157,501 from 138,852
Change+18,649 (+13%)
Value$5.1K (+$720)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares156,646 from 37,063
Change+119,583 (+323%)
Value$5.1M (+$3.9M)
Filed 2026-11-02
LVM Capital Management LTD
INCREASED
Shares155,148 from 150,001
Change+5,147 (+3%)
Value$5.0M (+$5.0M)
Filed 2026-10-20
Andrews Advisory Associates, LLC
DECREASED
Shares154,583 from 156,272
Change-1,689 (-1%)
Value$5.0M (+$73.2K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares150,429 from 130,431
Change+19,998 (+15%)
Value$4.9M (+$757.5K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
INCREASED
Shares149,170 from 147,747
Change+1,423 (+1%)
Value$4.9M (+$167.4K)
Filed 2026-10-21
Jnba Financial Advisors
DECREASED
Shares148,444 from 153,033
Change-4,589 (-3%)
Value$4.8M (-$23.8K)
Filed 2026-11-03
10Elms LLP
INCREASED
Shares148,147 from 137,593
Change+10,554 (+8%)
Value$4.8M (+$456.1K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares146,571 from 120,926
Change+25,645 (+21%)
Value$4.8M (+$933.4K)
Filed 2026-10-21
Beam Wealth Advisors, Inc.
INCREASED
Shares146,214 from 128,813
Change+17,401 (+14%)
Value$4.8M (+$671.7K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares144,254 from 147,028
Change-2,774 (-2%)
Value$4.7M (+$30.3K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares144,141 from 144,318
Change-177 (0%)
Value$4.7M (+$112.6K)
Filed 2026-11-03
Mattern Wealth Management LLC
INCREASED
Shares144,048 from 133,048
Change+11,000 (+8%)
Value$4.7M (+$466.9K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares144,036 from 134,735
Change+9,301 (+7%)
Value$4.7M (+$413.0K)
Filed 2026-10-22
Auxano Advisors, LLC
INCREASED
Shares143,570 from 142,772
Change+798 (+1%)
Value$4.7M (+$143.1K)
Filed 2026-11-06
North Forty Two & Co.
INCREASED
Shares143,080 from 138,306
Change+4,774 (+3%)
Value$4.7M (+$268.7K)
Filed 2026-10-19
CapWealth Advisors, LLC
DECREASED
Shares142,240 from 183,324
Change-41,084 (-22%)
Value$4.6M (-$1.2M)
Filed 2026-10-05
Zullo Investment Group, Inc.
INCREASED
Shares141,591 from 135,169
Change+6,422 (+5%)
Value$4.6M (+$319.8K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares141,341 from 129,516
Change+11,825 (+9%)
Value$4.6M (+$490.9K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares140,378 from 137,173
Change+3,205 (+2%)
Value$4.6M (+$216.8K)
Filed 2026-10-07
Portus Wealth Advisors, LLC
DECREASED
Shares137,615 from 140,793
Change-3,178 (-2%)
Value$4.5M (+$12.1K)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares137,482 from 88,208
Change+49,274 (+56%)
Value$4.5M (+$1.7M)
Filed 2026-10-28
RVW Wealth, LLC
DECREASED
Shares134,272 from 136,106
Change-1,834 (-1%)
Value$4.4M (+$51.9K)
Filed 2026-10-06
Ceera Investments, LLC
INCREASED
Shares133,807 from 111,537
Change+22,270 (+20%)
Value$4.4M (+$815.9K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED
Shares133,355 from 133,699
Change-344 (0%)
Value$4.3M (+$98.4K)
Filed 2026-10-30
Cpwa, LLC
INCREASED
Shares133,051 from 130,555
Change+2,496 (+2%)
Value$4.4M (+$285.4K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares132,774 from 132,629
Change+145 (+0%)
Value$4.3M (+$113.4K)
Filed 2026-11-05
TPG Advisors LLC
DECREASED
Shares130,421 from 134,702
Change-4,281 (-3%)
Value$4.2M (-$28.8K)
Filed 2026-10-16
BXM Wealth LLC
INCREASED
Shares130,372 from 129,752
Change+620 (+0%)
Value$4.2M (+$126.6K)
Filed 2026-11-03
Hudock, Inc.
DECREASED
Shares129,444 from 133,884
Change-4,440 (-3%)
Value$4.2M (-$34.6K)
Filed 2026-10-14
KFG Wealth Management, LLC
INCREASED
Shares127,824 from 113,374
Change+14,450 (+13%)
Value$4.2M (+$563.0K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares127,682 from 110,093
Change+17,589 (+16%)
Value$4.2M (+$662.4K)
Filed 2026-10-14
Cambridge Advisors Inc.
DECREASED
Shares127,647 from 127,686
Change-39 (0%)
Value$4.2M (+$103.4K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares127,371 from 116,485
Change+10,886 (+9%)
Value$4.5M (+$595.0K)
Filed 2026-11-02
Mengis Capital Management, Inc.
INCREASED
Shares127,317 from 126,627
Change+690 (+1%)
Value$4.1M (+$126.3K)
Filed 2026-10-13
First National Trust Co
INCREASED
Shares126,932 from 119,642
Change+7,290 (+6%)
Value$4.1M (+$335.3K)
Filed 2026-10-28
Emerald Advisors, LLC
DECREASED
Shares126,598 from 153,468
Change-26,870 (-18%)
Value$4.1M (-$748.3K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
INCREASED
Shares125,931 from 124,501
Change+1,430 (+1%)
Value$4.1M (+$148.6K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares125,197 from 130,428
Change-5,231 (-4%)
Value$4.1M (-$63.2K)
Filed 2026-11-04
WBH Advisory Inc
DECREASED
Shares124,943 from 125,203
Change-260 (0%)
Value$4.1M (+$94.2K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares124,880
Change+124,880
Value$4.1M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares124,880 from 63,566
Change+61,314 (+96%)
Value$4.1M (+$2.0M)
Filed 2026-10-14
Baker Avenue Asset Management, LP
INCREASED
Shares124,822 from 122,361
Change+2,461 (+2%)
Value$4.1M (+$180.4K)
Filed 2026-11-06
Olistico Wealth, LLC
INCREASED
Shares124,750 from 120,445
Change+4,305 (+4%)
Value$4.1M (+$238.8K)
Filed 2026-10-05
Clearstead Trust, LLC
INCREASED
Shares124,085 from 120,227
Change+3,858 (+3%)
Value$4.0M (+$224.1K)
Filed 2026-11-06
WPG Advisers, LLC
INCREASED
Shares124,007 from 123,602
Change+405 (+0%)
Value$4.0M (+$114.5K)
Filed 2026-10-27
Decker Wealth Management LLC
DECREASED
Shares123,798 from 126,229
Change-2,431 (-2%)
Value$4.0M (+$24.4K)
Filed 2026-10-09
Warwick Investment Management, Inc.
DECREASED
Shares122,955 from 129,922
Change-6,967 (-5%)
Value$4.0M (-$120.1K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
DECREASED
Shares122,903 from 123,884
Change-981 (-1%)
Value$4.0M (+$69.7K)
Filed 2026-11-03
John W. Brooker & Co., CPAs
INCREASED
Shares122,579 from 115,898
Change+6,681 (+6%)
Value$4.0M (+$312.4K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares121,910 from 139,525
Change-17,615 (-13%)
Value$4.0M (-$458.6K)
Filed 2026-11-05
Warner Financial, Inc
INCREASED
Shares121,327 from 120,114
Change+1,213 (+1%)
Value$3.9M (+$138.0K)
Filed 2026-11-06
RMG Wealth Management LLC
DECREASED
Shares120,855 from 149,222
Change-28,367 (-19%)
Value$4.3M (-$865.8K)
Filed 2026-10-26
Cowa, LLC
INCREASED
Shares119,964 from 119,874
Change+90 (+0%)
Value$3.9M (+$101.2K)
Filed 2026-10-30
CWS Financial Advisors, LLC
INCREASED
Shares119,423 from 116,910
Change+2,513 (+2%)
Value$3.9M (+$177.6K)
Filed 2026-10-16
Cap Partners, LLC
INCREASED
Shares118,744 from 113,625
Change+5,119 (+5%)
Value$3.9M (+$259.7K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
INCREASED
Shares118,737 from 72,242
Change+46,495 (+64%)
Value$3.9M (+$1.6M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares118,554 from 97,882
Change+20,672 (+21%)
Value$3.9M (+$752.7K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares117,518 from 118,076
Change-558 (0%)
Value$3.8M (+$78.7K)
Filed 2026-10-15
Nadler Financial Group, Inc.
DECREASED
Shares117,506 from 122,227
Change-4,721 (-4%)
Value$3.8M (-$53.3K)
Filed 2026-10-23
Centennial Advisors, LLC
INCREASED
Shares116,673 from 102,760
Change+13,913 (+14%)
Value$3.8M (+$536.9K)
Filed 2026-10-21
Sound Income Strategies, LLC
INCREASED
Shares115,933 from 105,268
Change+10,665 (+10%)
Value$3.8M (+$505.1K)
Filed 2026-10-09
Tenzing Financial LLC
DECREASED
Shares115,534 from 116,735
Change-1,201 (-1%)
Value$4.0M (+$192.3K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares115,302 from 91,174
Change+24,128 (+26%)
Value$3.8M (+$859.7K)
Filed 2026-10-14
Financial Perspectives, Inc
INCREASED
Shares114,218 from 96,608
Change+17,610 (+18%)
Value$3.7M (+$652.1K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares114,092 from 105,298
Change+8,794 (+8%)
Value$3.7M (+$372.4K)
Filed 2026-10-20
Collective Family Office LLC
INCREASED
Shares113,689 from 109,149
Change+4,540 (+4%)
Value$3.7M (+$237.2K)
Filed 2026-10-05
Simplicity Wealth,LLC
INCREASED
Shares113,648 from 70,212
Change+43,436 (+62%)
Value$3.7M (+$1.5M)
Filed 2026-10-23
Advisors Management Group Inc
DECREASED
Shares112,994 from 116,658
Change-3,664 (-3%)
Value$3.7K (-$3.7M)
Filed 2026-11-05
Transcendent Capital Group LLC
DECREASED
Shares112,805 from 125,979
Change-13,174 (-10%)
Value$3.7M (-$325.2K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares111,993 from 104,539
Change+7,454 (+7%)
Value$3.6M (+$328.2K)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares111,135 from 112,042
Change-907 (-1%)
Value$3.6M (+$62.4K)
Filed 2026-11-06
Independent Solutions Wealth Management, LLC
INCREASED
Shares111,131 from 104,567
Change+6,564 (+6%)
Value$3.6M (+$299.3K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares110,874 from 63,112
Change+47,762 (+76%)
Value$3.6M (+$1.6M)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares110,839 from 137,098
Change-26,259 (-19%)
Value$3.6M (-$741.8K)
Filed 2026-10-20
Gilbert Capital Group, Inc.
NEW
Shares110,690
Change+110,690
Value$3.6M
Filed 2026-10-28
William John Sempolinski
INCREASED
Shares109,680 from 10,820
Change+98,860 (+914%)
Value$3.6M (+$3.2M)
Filed 2026-10-20
Woodside Wealth Management LLC
INCREASED
Shares108,321 from 100,733
Change+7,588 (+8%)
Value$3.5M (+$329.4K)
Filed 2026-10-16
McGrath & Associates, Inc.
DECREASED
Shares108,065 from 109,404
Change-1,339 (-1%)
Value$3.5M (+$46.2K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
INCREASED
Shares108,018 from 59,391
Change+48,627 (+82%)
Value$3.5M (+$1.6M)
Filed 2026-10-21
My Personal CFO, LLC
INCREASED
Shares107,135 from 67,890
Change+39,245 (+58%)
Value$3.5M (+$1.3M)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares106,517 from 89,804
Change+16,713 (+19%)
Value$3.5M (+$617.3K)
Filed 2026-10-26
Corda Investment Management, Llc.
DECREASED
Shares106,479 from 106,645
Change-166 (0%)
Value$3.5M (+$82.1K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares106,113 from 94,161
Change+11,952 (+13%)
Value$3.5M (+$466.0K)
Filed 2026-10-21
Bfsg, LLC
INCREASED
Shares105,486 from 104,811
Change+675 (+1%)
Value$3.4M (+$107.9K)
Filed 2026-10-30
Krilogy Financial LLC
INCREASED
Shares105,279 from 97,857
Change+7,422 (+8%)
Value$3.5M (+$398.6K)
Filed 2026-10-13
Money Concepts Capital Corp
INCREASED
Shares104,313 from 84,864
Change+19,449 (+23%)
Value$3.4M (+$702.2K)
Filed 2026-11-06
Piedmont Capital Management, LLC
INCREASED
Shares104,085 from 92,985
Change+11,100 (+12%)
Value$3.4M (+$437.3K)
Filed 2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares103,880 from 101,215
Change+2,665 (+3%)
Value$3.4M (+$169.7K)
Filed 2026-10-16
Sage Investment Advisers LLC
DECREASED
Shares103,565 from 104,385
Change-820 (-1%)
Value$3.4M (+$58.9K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares102,108 from 102,656
Change-548 (-1%)
Value$3.3M (+$66.3K)
Filed 2026-10-21
Mitchell Sinkler & Starr
INCREASED
Shares101,874 from 93,929
Change+7,945 (+8%)
Value$3.3M (+$335.5K)
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares101,483 from 10,533,989
Change-10,432,506 (-99%)
Value$3.3M (-$7.6M)
Filed 2026-10-14
King Luther Capital Management Corp
INCREASED
Shares101,100 from 100,317
Change+783 (+1%)
Value$3.3M (+$107.7K)
Filed 2026-11-05
BKM Wealth Management, LLC
INCREASED
Shares100,531 from 86,377
Change+14,154 (+16%)
Value$3.3M (+$531.3K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares100,242 from 87,675
Change+12,567 (+14%)
Value$3.3M (+$480.7K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares100,123 from 88,549
Change+11,574 (+13%)
Value$3.3M (+$449.1K)
Filed 2026-10-30
Plus Group Wealth Advisors LLC
INCREASED
Shares99,669 from 17,184
Change+82,485 (+480%)
Value$3.2M (+$2.7M)
Filed 2026-10-19
Freestate Advisors LLC
DECREASED
Shares98,572 from 102,366
Change-3,794 (-4%)
Value$3.2M (-$39.5K)
Filed 2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares98,077 from 127,787
Change-29,710 (-23%)
Value$3.2M (-$861.7K)
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares97,534 from 10,521
Change+87,013 (+827%)
Value$3.2M (+$2.8M)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares97,327 from 75,465
Change+21,862 (+29%)
Value$3.2K (+$773)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares97,087 from 78,241
Change+18,846 (+24%)
Value$3.2M (+$680.8K)
Filed 2026-11-02
Journey Beyond Wealth, LLC
INCREASED
Shares96,873 from 89,866
Change+7,007 (+8%)
Value$3.2M (+$301.6K)
Filed 2026-11-04
Scott & Selber, Inc.
INCREASED
Shares96,045 from 95,611
Change+434 (+0%)
Value$3.1M (+$92.5K)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares95,884 from 94,148
Change+1,736 (+2%)
Value$3.1M (+$133.7K)
Filed 2026-10-28
Equity Wealth Partners, LLC
DECREASED
Shares95,217 from 102,693
Change-7,476 (-7%)
Value$3.1M (-$159.0K)
Filed 2026-10-26
Atlas Wealth Partners, LLC
INCREASED
Shares94,783 from 92,103
Change+2,680 (+3%)
Value$3.1M (+$162.7K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares94,589 from 97,937
Change-3,348 (-3%)
Value$3.1M (-$28.6K)
Filed 2026-11-05
Blueprint Financial Advisors LLC
INCREASED
Shares94,157 from 93,090
Change+1,067 (+1%)
Value$3.1M (+$111.0K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares94,061 from 70,247
Change+23,814 (+34%)
Value$3.1M (+$816.8K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares93,719 from 99,582
Change-5,863 (-6%)
Value$3.0M (-$109.1K)
Filed 2026-10-15
Bell Bank
INCREASED
Shares93,680 from 81,811
Change+11,869 (+15%)
Value$3.0M (+$453.2K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares93,356 from 94,514
Change-1,158 (-1%)
Value$3.0M (+$39.8K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares93,296 from 92,444
Change+852 (+1%)
Value$3.0M (+$103.5K)
Filed 2026-11-03
Macroview Investment Management LLC
INCREASED
Shares93,027 from 91,674
Change+1,353 (+1%)
Value$3.0M (+$119.2K)
Filed 2026-10-26
Selby Wealth Management, LLC
DECREASED
Shares92,957 from 99,145
Change-6,188 (-6%)
Value$3.0M (-$120.0K)
Filed 2026-10-16
Hilltop National Bank
INCREASED
Shares92,770 from 43,170
Change+49,600 (+115%)
Value$3.0M (+$1.6M)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares92,728 from 44,583
Change+48,145 (+108%)
Value$3.0M (+$1.6M)
Filed 2026-10-14
Welch & Forbes LLC
UNCHANGED
Shares92,277 from 92,277
Change0 (0%)
Value$3.0M (+$75.7K)
Filed 2026-11-04
Myecfo, LLC
DECREASED
Shares92,022 from 92,155
Change-133 (0%)
Value$3.0M (+$71.3K)
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares92,020 from 91,241
Change+779 (+1%)
Value$3.0M (+$100.2K)
Filed 2026-10-08
Fermata Advisors, LLC
INCREASED
Shares91,854 from 88,768
Change+3,086 (+3%)
Value$3.0M (+$173.2K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares91,082 from 82,170
Change+8,912 (+11%)
Value$3.0M (+$357.3K)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares90,892 from 92,706
Change-1,814 (-2%)
Value$3.0M (+$17.0K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares90,781 from 84,574
Change+6,207 (+7%)
Value$3.0M (+$271.3K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
DECREASED
Shares90,553 from 100,525
Change-9,972 (-10%)
Value$3.1M (-$132.7K)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares90,249 from 90,249
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-06
Facet Wealth, Inc.
INCREASED
Shares89,729 from 42,876
Change+46,853 (+109%)
Value$2.9M (+$1.6M)
Filed 2026-11-04
SpringVest Wealth Management LLC
INCREASED
Shares89,067 from 86,795
Change+2,272 (+3%)
Value$2.9M (+$145.1K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares88,214 from 97,360
Change-9,146 (-9%)
Value$2.9M (-$217.7K)
Filed 2026-10-05
Jacobi Capital Management LLC
DECREASED
Shares87,883 from 88,723
Change-840 (-1%)
Value$2.9M (+$45.5K)
Filed 2026-11-05
Wealthcare Capital Management LLC
DECREASED
Shares87,376 from 96,275
Change-8,899 (-9%)
Value$2.8M (-$210.5K)
Filed 2026-10-21
Millennium Capital Advisors, LLC
DECREASED
Shares86,043 from 86,118
Change-75 (0%)
Value$2.8M (+$68.2K)
Filed 2026-10-16
Asset Dedication, LLC
INCREASED
Shares85,339 from 74,949
Change+10,390 (+14%)
Value$2.8M (+$399.5K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares85,231 from 85,399
Change-168 (0%)
Value$2.8M (+$64.6K)
Filed 2026-10-20
BLB&B Advisors, LLC
INCREASED
Shares85,029 from 80,208
Change+4,821 (+6%)
Value$2.8M (+$222.6K)
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares84,474
Change+84,474
Value$2.7M
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares83,952 from 83,952
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED
Shares83,770 from 84,755
Change-985 (-1%)
Value$2.7M (+$37.5K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares83,687 from 82,038
Change+1,649 (+2%)
Value$2.7M (+$120.9K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares83,595 from 78,268
Change+5,327 (+7%)
Value$2.7M (+$237.5K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares83,498 from 74,656
Change+8,842 (+12%)
Value$2.7M (+$348.9K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED
Shares83,345 from 83,222
Change+123 (+0%)
Value$2.7M (+$72.3K)
Filed 2026-11-06
Cypress Wealth Services, LLC
DECREASED
Shares83,262 from 86,541
Change-3,279 (-4%)
Value$2.7M (-$25.7K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
DECREASED
Shares83,170 from 123,822
Change-40,652 (-33%)
Value$2.7M (-$1.2M)
Filed 2026-10-23
Directional Asset Management
INCREASED
Shares83,109 from 81,211
Change+1,898 (+2%)
Value$2.7M (+$128.3K)
Filed 2026-10-22
Bison Wealth, LLC
INCREASED
Shares82,994 from 75,628
Change+7,366 (+10%)
Value$2.8M (+$322.1K)
Filed 2026-10-13
FMA Wealth Management, LLC
DECREASED
Shares82,794 from 83,160
Change-366 (0%)
Value$2.7M (+$56.3K)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares82,452 from 82,452
Change0 (0%)
Value$2.7M (+$67.6K)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares82,079 from 87,157
Change-5,078 (-6%)
Value$2.7M (-$93.7K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares81,770 from 78,826
Change+2,944 (+4%)
Value$2.7M (+$160.4K)
Filed 2026-10-08
Boyer Financial Services, Inc.
DECREASED
Shares81,559 from 82,356
Change-797 (-1%)
Value$2.7M (-$14.4K)
Filed 2026-10-23
Balentine LLC
INCREASED
Shares81,487 from 81,459
Change+28 (+0%)
Value$2.7M (+$67.7K)
Filed 2026-11-03
Juno Financial Group LLC
DECREASED
Shares80,987 from 105,877
Change-24,890 (-24%)
Value$2.6M (-$722.9K)
Filed 2026-10-27
Villere ST Denis J & Co LLC
INCREASED
Shares80,557 from 72,716
Change+7,841 (+11%)
Value$2.6M (+$314.7K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED
Shares80,509 from 53,453
Change+27,056 (+51%)
Value$2.6M (+$952.3K)
Filed 2026-11-03
Columbia Advisory Partners LLC
DECREASED
Shares80,139 from 83,265
Change-3,126 (-4%)
Value$2.6M (-$33.4K)
Filed 2026-10-15
Guardian Asset Advisors, LLC
INCREASED
Shares79,668 from 40,938
Change+38,730 (+95%)
Value$2.6M (+$1.3M)
Filed 2026-10-16
Fairscale Capital, LLC
DECREASED
Shares79,395 from 81,679
Change-2,284 (-3%)
Value$2.8M (+$250.7K)
Filed 2026-11-04
Great Waters Wealth Management
INCREASED
Shares78,784 from 77,319
Change+1,465 (+2%)
Value$2.6M (+$111.1K)
Filed 2026-10-07
Cornerstone Planning Group LLC
DECREASED
Shares78,202 from 79,107
Change-905 (-1%)
Value$2.6M (-$18.8K)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares76,700 from 35,973
Change+40,727 (+113%)
Value$2.5M (+$1.4M)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED
Shares76,591 from 75,886
Change+705 (+1%)
Value$2.5M (+$85.2K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares76,416 from 63,845
Change+12,571 (+20%)
Value$2.5M (+$461.3K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares76,233 from 76,656
Change-423 (-1%)
Value$2.5M (+$49.1K)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED
Shares76,214 from 76,551
Change-337 (0%)
Value$2.5K (-$1.8M)
Filed 2026-11-04
BG Investment Services, LLC
INCREASED
Shares75,995 from 68,043
Change+7,952 (+12%)
Value$2.5M (+$314.5K)
Filed 2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares75,236 from 75,202
Change+34 (+0%)
Value$2.4M (+$62.8K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares75,092 from 71,706
Change+3,386 (+5%)
Value$2.4M (+$168.9K)
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares74,705 from 66,837
Change+7,868 (+12%)
Value$2.4M (+$310.8K)
Filed 2026-10-28
RDA Financial Network
DECREASED
Shares74,538 from 78,663
Change-4,125 (-5%)
Value$2.4M (-$69.7K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares74,329 from 78,334
Change-4,005 (-5%)
Value$2.4M (-$66.1K)
Filed 2026-10-08
Mainsail Financial Group, LLC
INCREASED
Shares74,120 from 71,087
Change+3,033 (+4%)
Value$2.4M (+$157.0K)
Filed 2026-10-23
Traynor Capital Management, Inc.
INCREASED
Shares74,056 from 64,554
Change+9,502 (+15%)
Value$2.4M (+$362.1K)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
INCREASED
Shares73,600 from 34,090
Change+39,510 (+116%)
Value$2.4M (+$1.3M)
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares73,372 from 73,315
Change+57 (+0%)
Value$2.4M (+$62.0K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares73,328 from 73,328
Change0 (0%)
Value$2.4M (+$60.1K)
Filed 2026-10-05
Boyd Watterson Asset Management LLC
UNCHANGED
Shares72,963 from 72,963
Change0 (0%)
Value$2.4M (+$59.8K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares72,346 from 56,538
Change+15,808 (+28%)
Value$2.4M (+$560.6K)
Filed 2026-10-22
Weaver Consulting Group
DECREASED
Shares70,454 from 70,802
Change-348 (0%)
Value$2.3M (+$46.7K)
Filed 2026-10-07
Wesbanco Bank Inc
DECREASED
Shares70,427 from 82,367
Change-11,940 (-14%)
Value$2.3M (-$320.9K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares70,141 from 62,011
Change+8,130 (+13%)
Value$2.3M (+$315.3K)
Filed 2026-10-28
Trust Co
INCREASED
Shares70,041 from 39,354
Change+30,687 (+78%)
Value$2.3M (+$1.0M)
Filed 2026-10-09
San Luis Wealth Advisors LLC
INCREASED
Shares69,769 from 62,195
Change+7,574 (+12%)
Value$2.3M (+$297.4K)
Filed 2026-10-27
Evanson Financial, LLC
DECREASED
Shares69,372 from 74,231
Change-4,859 (-7%)
Value$2.3M (-$97.2K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares69,231 from 72,356
Change-3,125 (-4%)
Value$2.3M (-$42.3K)
Filed 2026-10-19
Verus Financial Partners, Inc.
INCREASED
Shares69,093 from 67,820
Change+1,273 (+2%)
Value$2.2M (+$97.0K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
INCREASED
Shares68,616 from 62,385
Change+6,231 (+10%)
Value$2.2M (+$253.8K)
Filed 2026-11-02
Inscription Capital, LLC
INCREASED
Shares68,590 from 63,182
Change+5,408 (+9%)
Value$2.2M (+$227.7K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED
Shares68,499 from 24,944
Change+43,555 (+175%)
Value$2.2M (+$1.4M)
Filed 2026-10-09
Carrera Capital Advisors
DECREASED
Shares68,286 from 98,833
Change-30,547 (-31%)
Value$2.2M (-$912.6K)
Filed 2026-11-03
Whitener Capital Management, Inc.
INCREASED
Shares68,218 from 67,963
Change+255 (+0%)
Value$2.2M (+$64.0K)
Filed 2026-10-15
Fisher Asset Management, LLC
INCREASED
Shares68,150 from 47,519
Change+20,631 (+43%)
Value$2.2M (+$710.1K)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares68,088 from 61,957
Change+6,131 (+10%)
Value$2.2M (+$250.3K)
Filed 2026-10-08
Wise Wealth Partners
INCREASED
Shares67,885 from 65,175
Change+2,710 (+4%)
Value$2.2M (+$141.6K)
Filed 2026-10-14
Pennsylvania Capital Management Inc
DECREASED
Shares67,452 from 69,237
Change-1,785 (-3%)
Value$2.2M (-$1.3K)
Filed 2026-11-05
CPC Advisors, LLC
DECREASED
Shares64,950 from 65,892
Change-942 (-1%)
Value$2.1M (+$23.4K)
Filed 2026-10-21
Tred Avon Family Wealth, LLC
INCREASED
Shares64,813 from 64,206
Change+607 (+1%)
Value$2.1M (+$72.4K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares64,771 from 62,537
Change+2,234 (+4%)
Value$2.1M (+$123.9K)
Filed 2026-10-19
Thrive Wealth Management, LLC
INCREASED
Shares64,510 from 59,845
Change+4,665 (+8%)
Value$2.1M (+$200.8K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
DECREASED
Shares64,347 from 64,670
Change-323 (0%)
Value$2.1M (+$42.5K)
Filed 2026-10-29
Serenity Investment Advisors
INCREASED
Shares64,215 from 35,308
Change+28,907 (+82%)
Value$2.1M (+$849.2K)
Filed 2026-10-30
Verity Asset Management, Inc.
INCREASED
Shares64,186 from 60,638
Change+3,548 (+6%)
Value$2.1M (+$165.2K)
Filed 2026-10-30
Insight Inv LLC
INCREASED
Shares63,928 from 61,110
Change+2,818 (+5%)
Value$2.1M (+$141.8K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares63,319 from 71,436
Change-8,117 (-11%)
Value$2.1M (-$205.5K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
DECREASED
Shares63,252 from 559,502
Change-496,250 (-89%)
Value$2.2M (-$16.2M)
Filed 2026-10-19
Chapman Financial Group, LLC
DECREASED
Shares62,424 from 63,624
Change-1,200 (-2%)
Value$2.0M (+$13.1K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares62,288 from 51,334
Change+10,954 (+21%)
Value$2.0M (+$398.4K)
Filed 2026-10-26
Todd Wealth Management, LLC
DECREASED
Shares62,218 from 67,729
Change-5,511 (-8%)
Value$2.0M (-$123.7K)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares62,080 from 57,883
Change+4,197 (+7%)
Value$2.0M (+$184.0K)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares62,063 from 65,994
Change-3,931 (-6%)
Value$2.0M (-$73.8K)
Filed 2026-11-05
Stillwater Wealth Management Group
INCREASED
Shares61,744 from 42,387
Change+19,357 (+46%)
Value$2.0M (+$664.4K)
Filed 2026-10-21
Cottage Street Advisors LLC
INCREASED
Shares61,590 from 56,619
Change+4,971 (+9%)
Value$2.0M (+$208.1K)
Filed 2026-10-19
MFG Wealth Management, Inc.
DECREASED
Shares61,430 from 64,208
Change-2,778 (-4%)
Value$2.0M (-$37.7K)
Filed 2026-10-09
Anson Capital, Inc.
INCREASED
Shares60,986 from 53,364
Change+7,622 (+14%)
Value$2.0M (+$291.7K)
Filed 2026-10-23
Carroll Advisory Group, LLC
INCREASED
Shares60,822 from 58,255
Change+2,567 (+4%)
Value$2.0M (+$131.3K)
Filed 2026-10-16
4Wealth Advisors, Inc.
NEW
Shares59,150
Change+59,150
Value$1.9M
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED
Shares58,983 from 58,249
Change+734 (+1%)
Value$1.9M (+$71.6K)
Filed 2026-10-23
Cathy Pareto & Associates, Inc
INCREASED
Shares58,970 from 58,169
Change+801 (+1%)
Value$1.9M (+$73.8K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
INCREASED
Shares58,791 from 58,238
Change+553 (+1%)
Value$1.9M (+$65.7K)
Filed 2026-10-20
Enclave Advisors LLC
INCREASED
Shares58,443 from 56,712
Change+1,731 (+3%)
Value$1.9M (+$102.8K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares57,124 from 47,556
Change+9,568 (+20%)
Value$1.9M (+$350.2K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares57,081 from 56,686
Change+395 (+1%)
Value$1.9M (+$59.3K)
Filed 2026-11-04
Townsend Asset Management Corp
DECREASED
Shares57,073 from 57,230
Change-157 (0%)
Value$1.9M (+$41.8K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares57,043 from 53,809
Change+3,234 (+6%)
Value$1.9M (+$149.3K)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares56,927 from 57,227
Change-300 (-1%)
Value$1.9M (+$37.2K)
Filed 2026-10-23
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares56,307 from 94,055
Change-37,748 (-40%)
Value$1.8M (-$1.2M)
Filed 2026-10-19
Sun Group Wealth Partners
INCREASED
Shares55,832 from 35,284
Change+20,548 (+58%)
Value$1.8M (+$697.4K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares55,549 from 3,083
Change+52,466 (+1702%)
Value$1.8M (+$1.7M)
Filed 2026-10-23
Sagace Wealth Management LLC
INCREASED
Shares55,312 from 54,593
Change+719 (+1%)
Value$1.8M (+$68.2K)
Filed 2026-10-28
Triton Wealth Management, Pllc
DECREASED
Shares55,210 from 55,398
Change-188 (0%)
Value$2.0M (+$178.0K)
Filed 2026-11-04
IFS Advisors, LLC
INCREASED
Shares54,968 from 1,220
Change+53,748 (+4406%)
Value$1.8M (+$1.7M)
Filed 2026-10-14
LexAurum Advisors, LLC
INCREASED
Shares54,916 from 53,333
Change+1,583 (+3%)
Value$1.8M (+$95.2K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
DECREASED
Shares54,832 from 55,142
Change-310 (-1%)
Value$1.8K (-$1.7M)
Filed 2026-10-20
Concord Asset Management, LLC
DECREASED
Shares54,581 from 59,830
Change-5,249 (-9%)
Value$1.8M (-$121.7K)
Filed 2026-11-02
Armor Investment Advisors, LLC
DECREASED
Shares54,573 from 60,953
Change-6,380 (-10%)
Value$1.8M (-$157.6K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares54,504 from 51,489
Change+3,015 (+6%)
Value$1.8M (+$140.3K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares54,361 from 55,271
Change-910 (-2%)
Value$1.8M (+$15.7K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares53,958 from 52,518
Change+1,440 (+3%)
Value$1.8M (+$89.9K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
INCREASED
Shares53,268 from 52,703
Change+565 (+1%)
Value$1.7M (+$61.6K)
Filed 2026-10-30
Great Lakes Advisors, LLC
DECREASED
Shares53,261 from 53,748
Change-487 (-1%)
Value$1.7M (+$28.2K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
UNCHANGED
Shares52,792 from 52,792
Change0 (0%)
Value$1.7M (+$43.3K)
Filed 2026-11-02
Clark Wealth Partners
INCREASED
Shares52,328 from 52,140
Change+188 (+0%)
Value$1.7M (+$48.9K)
Filed 2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares52,239 from 51,235
Change+1,004 (+2%)
Value$1.7M (+$74.7K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED
Shares52,207 from 47,835
Change+4,372 (+9%)
Value$1.7M (+$181.4K)
Filed 2026-10-08
Centurion Wealth Management LLC
DECREASED
Shares52,082 from 54,649
Change-2,567 (-5%)
Value$1.7M (-$38.7K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
INCREASED
Shares51,921 from 48,441
Change+3,480 (+7%)
Value$1.7M (+$152.9K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares51,670 from 46,978
Change+4,692 (+10%)
Value$1.7M (+$191.2K)
Filed 2026-10-21
Agate Pass Investment Management, LLC
DECREASED
Shares51,660 from 57,979
Change-6,319 (-11%)
Value$1.7M (-$158.0K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares51,653 from 40,488
Change+11,165 (+28%)
Value$1.7M (+$369.0K)
Filed 2026-10-08
First Growth Capital LLC
DECREASED
Shares51,619 from 56,645
Change-5,026 (-9%)
Value$1.7M (-$117.0K)
Filed 2026-10-15
W Advisors, LLC
INCREASED
Shares51,596 from 48,852
Change+2,744 (+6%)
Value$1.7M (+$129.4K)
Filed 2026-11-02
Semus Wealth Partners LLC
INCREASED
Shares51,339 from 51,161
Change+178 (+0%)
Value$1.7M (+$47.7K)
Filed 2026-10-22
Redw Wealth LLC
DECREASED
Shares51,152 from 53,561
Change-2,409 (-4%)
Value$1.7M (-$34.4K)
Filed 2026-11-02
Ehrlich Financial Group
DECREASED
Shares50,847 from 51,142
Change-295 (-1%)
Value$1.7M (+$32.3K)
Filed 2026-10-20
Milestone Asset Management Group, LLC
INCREASED
Shares50,690 from 49,065
Change+1,625 (+3%)
Value$1.6M (+$93.1K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares50,567 from 46,155
Change+4,412 (+10%)
Value$1.6M (+$181.4K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares50,539 from 52,540
Change-2,001 (-4%)
Value$1.6M (-$58.3K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
INCREASED
Shares50,435 from 47,590
Change+2,845 (+6%)
Value$1.6M (+$131.6K)
Filed 2026-10-26
Independent Wealth Advisors LLC
INCREASED
Shares49,997 from 15,997
Change+34,000 (+213%)
Value$1.6M (+$1.1M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares49,906 from 13,527
Change+36,379 (+269%)
Value$1.6M (+$1.2M)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares49,544 from 18,096
Change+31,448 (+174%)
Value$1.6M (+$1.0M)
Filed 2026-10-29
Opus Financial Solutions LLC
INCREASED
Shares49,402 from 48,910
Change+492 (+1%)
Value$1.6M (+$56.1K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares49,370 from 57,647
Change-8,277 (-14%)
Value$1.6M (-$222.0K)
Filed 2026-11-05
Outfitters Financial LLC
UNCHANGED
Shares48,955 from 48,955
Change0 (0%)
Value$1.6M (+$40.1K)
Filed 2026-10-23
Blvd Private Wealth, LLC
INCREASED
Shares48,912 from 46,908
Change+2,004 (+4%)
Value$1.6M (+$103.7K)
Filed 2026-10-14
Elmwood Wealth Management, Inc.
INCREASED
Shares48,630 from 48,625
Change+5 (+0%)
Value$1.6M (+$40.0K)
Filed 2026-10-14
Diversified Trust Co
DECREASED
Shares48,512 from 52,646
Change-4,134 (-8%)
Value$1.6M (-$91.3K)
Filed 2026-11-06
West Bancorporation Inc
DECREASED
Shares48,386 from 51,986
Change-3,600 (-7%)
Value$1.6M (-$74.5K)
Filed 2026-10-29
Grantvest Financial Group LLC
INCREASED
Shares48,195 from 45,620
Change+2,575 (+6%)
Value$1.6M (+$121.2K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares47,988 from 42,417
Change+5,571 (+13%)
Value$1.6M (+$216.0K)
Filed 2026-10-16
FF Advisors,LLC
INCREASED
Shares47,265 from 24,793
Change+22,472 (+91%)
Value$1.5M (+$751.3K)
Filed 2026-10-21
Landaas & Co
INCREASED
Shares47,136 from 45,348
Change+1,788 (+4%)
Value$1.5M (+$95.3K)
Filed 2026-10-29
Costello Asset Management, Inc
INCREASED
Shares47,050 from 46,933
Change+117 (+0%)
Value$1.5M (+$42.3K)
Filed 2026-10-30
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares47,045 from 47,595
Change-550 (-1%)
Value$1.5M (+$21.1K)
Filed 2026-10-07
Missouri Trust & Investment Co
DECREASED
Shares47,039 from 48,392
Change-1,353 (-3%)
Value$1.5M (-$89.5K)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares46,915 from 37,500
Change+9,415 (+25%)
Value$1.5M (+$337.0K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares46,863 from 54,095
Change-7,232 (-13%)
Value$1.5M (-$190.9K)
Filed 2026-10-26
Wolfstich Capital, LLC
INCREASED
Shares46,813 from 43,231
Change+3,582 (+8%)
Value$1.5M (+$137.5K)
Filed 2026-10-14
TruNorth Capital Management, LLC
INCREASED
Shares46,802 from 46,795
Change+7 (+0%)
Value$1.5M (+$38.6K)
Filed 2026-10-14
Eagle Harbor Asset Management Inc
INCREASED
Shares46,739 from 46,666
Change+73 (+0%)
Value$1.5M (+$40.7K)
Filed 2026-10-21
Ironwood Financial, llc
INCREASED
Shares46,706 from 41,901
Change+4,805 (+11%)
Value$1.5M (+$155.1K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares46,516 from 46,745
Change-229 (0%)
Value$1.5M (+$30.9K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares46,198 from 42,744
Change+3,454 (+8%)
Value$1.5M (+$147.4K)
Filed 2026-10-14
Gilpin Wealth Management, LLC
INCREASED
Shares46,105 from 45,382
Change+723 (+2%)
Value$1.5M (+$60.7K)
Filed 2026-10-09
Retirement Guys Formula LLC
INCREASED
Shares46,011 from 40,888
Change+5,123 (+13%)
Value$1.5M (+$200.2K)
Filed 2026-10-26
Catalyst Investment Management LLC
INCREASED
Shares45,956 from 45,839
Change+117 (+0%)
Value$1.5M (+$41.4K)
Filed 2026-10-21
Carret Asset Management, LLC
INCREASED
Shares45,814 from 42,297
Change+3,517 (+8%)
Value$1.5M (+$149.1K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares45,698 from 43,152
Change+2,546 (+6%)
Value$1.5M (+$118.2K)
Filed 2026-11-06
Insight Advisors, LLC/ PA
INCREASED
Shares45,397 from 34,993
Change+10,404 (+30%)
Value$1.5M (+$367.2K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares45,132 from 39,444
Change+5,688 (+14%)
Value$1.5M (+$258.0K)
Filed 2026-10-13
Private Advisory Group LLC
INCREASED
Shares44,616 from 44,212
Change+404 (+1%)
Value$1.5M (+$49.4K)
Filed 2026-11-06
Woodmont Investment Counsel LLC
INCREASED
Shares44,515 from 43,752
Change+763 (+2%)
Value$1.4M (+$60.7K)
Filed 2026-10-29
Hamel Associates, Inc.
DECREASED
Shares44,117 from 47,995
Change-3,878 (-8%)
Value$1.4M (-$86.8K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
DECREASED
Shares43,983 from 46,378
Change-2,395 (-5%)
Value$1.4M (-$39.9K)
Filed 2026-11-02
Evergreen Wealth Management, LLC
DECREASED
Shares43,792 from 44,858
Change-1,066 (-2%)
Value$1.4M (+$2.1K)
Filed 2026-11-06
Attessa Capital LLC
DECREASED
Shares43,275 from 44,010
Change-735 (-2%)
Value$1.4M (+$12.2K)
Filed 2026-10-09
Bernardo Wealth Planning LLC
INCREASED
Shares42,994 from 27,613
Change+15,381 (+56%)
Value$1.4M (+$523.0K)
Filed 2026-10-23
Squire Investment Management Company, LLC
INCREASED
Shares42,886 from 42,885
Change+1 (0%)
Value$1.4M (+$35.2K)
Filed 2026-11-03
First National Bank Sioux Falls
NEW
Shares42,728
Change+42,728
Value$1.4M
Filed 2026-10-13
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares42,519 from 44,999
Change-2,480 (-6%)
Value$1.4M (-$43.8K)
Filed 2026-10-14
Wespac Advisors, LLC
INCREASED
Shares42,169 from 31,964
Change+10,205 (+32%)
Value$1.4M (+$358.2K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares41,711 from 51,689
Change-9,978 (-19%)
Value$1.4M (-$282.2K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares41,456 from 41,456
Change0 (0%)
Value$1.3M (+$34.0K)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares41,431 from 34,584
Change+6,847 (+20%)
Value$1.3M (+$251.1K)
Filed 2026-10-27
Worth Financial Advisory Group, LLC
DECREASED
Shares41,356 from 41,972
Change-616 (-1%)
Value$1.3M (+$14.4K)
Filed 2026-10-19
Partners Wealth Management, LLC
INCREASED
Shares41,331 from 12,095
Change+29,236 (+242%)
Value$1.3M (+$961.0K)
Filed 2026-10-28
Solidarity Wealth, LLC
INCREASED
Shares41,216 from 38,248
Change+2,968 (+8%)
Value$1.3M (+$127.9K)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares41,081 from 40,872
Change+209 (+1%)
Value$1.3M (+$40.3K)
Filed 2026-10-19
Princeton Global Asset Management LLC
DECREASED
Shares41,040 from 42,950
Change-1,910 (-4%)
Value$1.3M (-$26.9K)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares40,867 from 36,636
Change+4,231 (+12%)
Value$1.3M (+$167.7K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares40,809 from 165,107
Change-124,298 (-75%)
Value$1.3M (-$3.9M)
Filed 2026-10-26
Advisory Resource Group
DECREASED
Shares40,594 from 59,694
Change-19,100 (-32%)
Value$1.3M (-$572.4K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares40,505 from 39,619
Change+886 (+2%)
Value$1.3M (+$61.3K)
Filed 2026-10-21
Tull Financial Group, Inc.
DECREASED
Shares40,464 from 46,302
Change-5,838 (-13%)
Value$1.3M (-$151.9K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares40,258 from 40,254
Change+4 (+0%)
Value$1.4M (+$72.2K)
Filed 2026-10-21
One Day In July LLC
DECREASED
Shares40,257 from 40,279
Change-22 (0%)
Value$1.3M (+$32.3K)
Filed 2026-10-30
Beacon Financial Advisory LLC
INCREASED
Shares40,218 from 39,151
Change+1,067 (+3%)
Value$1.3M (+$66.8K)
Filed 2026-10-16
Shearwater Capital LLC
UNCHANGED
Shares39,910 from 39,910
Change0 (0%)
Value$1.3M (+$32.7K)
Filed 2026-10-13
Stone Wealth Partners
INCREASED
Shares39,900 from 17,245
Change+22,655 (+131%)
Value$1.3M (+$757.5K)
Filed 2026-11-05
LifeWealth Investments, LLC
NEW
Shares39,604
Change+39,604
Value$1.3M
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares39,593 from 42,526
Change-2,933 (-7%)
Value$1.3M (-$19.3K)
Filed 2026-10-20
Colorado Capital Management, Inc.
DECREASED
Shares39,514 from 40,545
Change-1,031 (-3%)
Value$1.3K (-$1)
Filed 2026-10-15
Swmg, LLC
NEW
Shares39,355
Change+39,355
Value$1.4M
Filed 2026-10-23
SYM Financial Corp
DECREASED
Shares39,322 from 40,810
Change-1,488 (-4%)
Value$1.3M (-$14.9K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED
Shares38,974 from 34,207
Change+4,767 (+14%)
Value$1.3M (+$183.1K)
Filed 2026-11-02
Vanguard Capital Wealth Advisors
INCREASED
Shares38,880 from 38,584
Change+296 (+1%)
Value$1.3M (+$41.3K)
Filed 2026-10-16
Florida Trust Wealth Management Co
DECREASED
Shares38,634 from 38,984
Change-350 (-1%)
Value$1.3M (+$20.6K)
Filed 2026-11-05
Guardian Wealth Management, Inc.
INCREASED
Shares38,557 from 38,380
Change+177 (+0%)
Value$1.3M (+$37.2K)
Filed 2026-10-30
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares38,476 from 38,476
Change0 (0%)
Value$1.3M (+$31.6K)
Filed 2026-10-23
AF Advisors, Inc.
INCREASED
Shares38,088 from 35,878
Change+2,210 (+6%)
Value$1.2M (+$101.3K)
Filed 2026-11-06
Insight Wealth Partners, LLC
INCREASED
Shares37,788 from 36,710
Change+1,078 (+3%)
Value$1.2M (+$65.2K)
Filed 2026-10-26
Strategic Advisors LLC
INCREASED
Shares37,757 from 14,486
Change+23,271 (+161%)
Value$1.2M (+$768.9K)
Filed 2026-10-13
First Financial Group Corp
DECREASED
Shares37,381 from 37,385
Change-4 (0%)
Value$1.2M (+$30.5K)
Filed 2026-10-22
Meridian Management Co
INCREASED
Shares37,254 from 36,956
Change+298 (+1%)
Value$1.2M (+$40.0K)
Filed 2026-11-06
Pachira Investments Inc.
NEW
Shares37,228
Change+37,228
Value$1.2M
Filed 2026-10-14
CWA Asset Management Group, LLC
DECREASED
Shares37,034 from 38,612
Change-1,578 (-4%)
Value$1.2M (-$19.7K)
Filed 2026-10-19
Meredith Wealth Planning
NEW
Shares36,956
Change+36,956
Value$1.2M
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares36,878 from 39,137
Change-2,259 (-6%)
Value$1.2M (-$41.4K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
DECREASED
Shares36,761 from 37,040
Change-279 (-1%)
Value$1.2M (+$21.3K)
Filed 2026-10-13
Third View Private Wealth, LLC
NEW
Shares36,711
Change+36,711
Value$1.2M
Filed 2026-10-30
Strategy Asset Managers LLC
INCREASED
Shares36,696 from 35,181
Change+1,515 (+4%)
Value$1.2M (+$78.1K)
Filed 2026-10-14
Marino, Stram & Associates LLC
DECREASED
Shares36,564 from 36,959
Change-395 (-1%)
Value$1.2M (+$17.5K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
INCREASED
Shares36,509 from 36,393
Change+116 (+0%)
Value$1.2M (+$33.6K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
INCREASED
Shares36,317 from 33,728
Change+2,589 (+8%)
Value$1.2M (+$111.9K)
Filed 2026-11-02
Novem Group
INCREASED
Shares36,210 from 35,846
Change+364 (+1%)
Value$1.2M (+$41.2K)
Filed 2026-10-19
Fulcrum Equity Management
DECREASED
Shares35,771 from 46,574
Change-10,803 (-23%)
Value$1.2M (-$313.2K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
INCREASED
Shares35,672 from 34,955
Change+717 (+2%)
Value$1.2M (+$52.0K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
INCREASED
Shares35,579 from 28,939
Change+6,640 (+23%)
Value$1.2M (+$239.7K)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
DECREASED
Shares35,433 from 58,702
Change-23,269 (-40%)
Value$1.2M (-$677.0K)
Filed 2026-10-21
Focused Wealth Management, Inc
INCREASED
Shares35,390 from 31,973
Change+3,417 (+11%)
Value$1.2M (+$137.4K)
Filed 2026-10-30
Meitav Investment House LTD
DECREASED
Shares35,280 from 36,684
Change-1,404 (-4%)
Value$1.1M (-$15.6K)
Filed 2026-10-28
Worth Asset Management, LLC
INCREASED
Shares35,270 from 15,416
Change+19,854 (+129%)
Value$1.1M (+$658.5K)
Filed 2026-10-07
Advisor OS, LLC
INCREASED
Shares35,267 from 28,411
Change+6,856 (+24%)
Value$1.1M (+$246.4K)
Filed 2026-11-03
Code Waechter LLC
UNCHANGED
Shares35,192 from 35,192
Change0 (0%)
Value$1.1M (+$28.9K)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares35,191 from 34,823
Change+368 (+1%)
Value$1.1M (+$40.5K)
Filed 2026-10-22
Bank of New Hampshire
INCREASED
Shares35,153 from 30,805
Change+4,348 (+14%)
Value$1.1M (+$166.7K)
Filed 2026-10-06
Morling Financial Advisors, LLC
UNCHANGED
Shares35,119 from 35,119
Change0 (0%)
Value$1.1M (+$28.8K)
Filed 2026-10-28
Narwhal Capital Management
DECREASED
Shares34,988 from 35,238
Change-250 (-1%)
Value$1.1M (+$20.8K)
Filed 2026-11-04
Clark Asset Management, LLC
INCREASED
Shares34,815 from 17,079
Change+17,736 (+104%)
Value$1.1M (+$591.0K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares34,815 from 34,495
Change+320 (+1%)
Value$1.1M (+$38.7K)
Filed 2026-11-02
True North Advisors, LLC
NEW
Shares34,768
Change+34,768
Value$1.1M
Filed 2026-10-22
Financial Planning Hawaii, Inc.
INCREASED
Shares34,408 from 29,419
Change+4,989 (+17%)
Value$1.1M (+$186.4K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
UNCHANGED
Shares34,327 from 34,327
Change0 (0%)
Value$1.1M (+$15.8K)
Filed 2026-10-19
Wernau Asset Management Inc.
INCREASED
Shares34,212 from 33,994
Change+218 (+1%)
Value$1.1M (+$35.0K)
Filed 2026-10-19
Salem Investment Counselors Inc
DECREASED
Shares34,167 from 34,832
Change-665 (-2%)
Value$1.1M (+$6.9K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares34,067 from 34,055
Change+12 (+0%)
Value$1.1M (+$28.3K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares34,044 from 23,540
Change+10,504 (+45%)
Value$1.1M (+$361.0K)
Filed 2026-10-22
Elevation Capital Advisory, LLC
DECREASED
Shares33,797 from 39,071
Change-5,274 (-13%)
Value$1.1M (-$139.5K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares33,712 from 21,722
Change+11,990 (+55%)
Value$1.1M (+$407.8K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares33,705 from 30,704
Change+3,001 (+10%)
Value$1.1M (+$126.8K)
Filed 2026-10-13
Smith Partners Wealth Management, LLC
DECREASED
Shares33,687 from 47,856
Change-14,169 (-30%)
Value$1.1M (-$421.7K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares33,606 from 32,039
Change+1,567 (+5%)
Value$1.1M (+$77.3K)
Filed 2026-10-29
Fusion Capital, LLC
INCREASED
Shares33,469 from 32,397
Change+1,072 (+3%)
Value$1.1M (+$61.4K)
Filed 2026-10-28
Saxony Capital Management, LLC
INCREASED
Shares33,366 from 24,184
Change+9,182 (+38%)
Value$1.1M (+$318.5K)
Filed 2026-10-15
Clear Point Advisors Inc.
INCREASED
Shares33,338 from 21,491
Change+11,847 (+55%)
Value$1.1M (+$403.0K)
Filed 2026-10-30
Lederer & Associates Investment Counsel
INCREASED
Shares32,739 from 30,660
Change+2,079 (+7%)
Value$1.1K (+$93)
Filed 2026-10-23
First Community Trust NA
INCREASED
Shares32,716 from 2,097
Change+30,619 (+1460%)
Value$1.1M (+$997.8K)
Filed 2026-10-07
Brown Wealth Management, LLC
INCREASED
Shares32,687 from 25,354
Change+7,333 (+29%)
Value$1.1M (+$259.3K)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares32,441 from 32,441
Change0 (0%)
Value$1.1M (+$26.6K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
DECREASED
Shares32,335 from 33,576
Change-1,241 (-4%)
Value$1.1M (-$12.8K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares32,326
Change+32,326
Value$1.1M
Filed 2026-11-04
Van Cleef Asset Management,Inc
INCREASED
Shares32,212 from 31,482
Change+730 (+2%)
Value$1.0M (+$49.6K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
INCREASED
Shares32,111 from 10,160
Change+21,951 (+216%)
Value$1.0M (+$722.4K)
Filed 2026-11-02
Soundwatch Capital LLC
DECREASED
Shares32,021 from 37,128
Change-5,107 (-14%)
Value$1.0M (-$129.6K)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares31,889 from 34,781
Change-2,892 (-8%)
Value$1.0M (-$65.6K)
Filed 2026-10-22
Sterling Investment Management, LLC
INCREASED
Shares31,704 from 31,331
Change+373 (+1%)
Value$1.0M (+$37.8K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares31,554 from 24,816
Change+6,738 (+27%)
Value$1.0M (+$239.5K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
INCREASED
Shares31,507 from 30,370
Change+1,137 (+4%)
Value$1.0M (+$61.9K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares31,428 from 20,054
Change+11,374 (+57%)
Value$1.0M (+$386.4K)
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares31,417 from 27,792
Change+3,625 (+13%)
Value$1.0M (+$140.7K)
Filed 2026-10-27
Connecticut Wealth Management, LLC
INCREASED
Shares31,368 from 30,000
Change+1,368 (+5%)
Value$1.0M (+$69.1K)
Filed 2026-10-13
Paulson Wealth Management Inc.
DECREASED
Shares31,358 from 33,091
Change-1,733 (-5%)
Value$1.0M (-$29.2K)
Filed 2026-11-02
Financial Designs Corp
DECREASED
Shares31,313 from 125,694
Change-94,381 (-75%)
Value$1.0M (-$3.0M)
Filed 2026-10-09
Avalon Capital Management
UNCHANGED
Shares31,050 from 31,050
Change0 (0%)
Value$1.0M (+$25.5K)
Filed 2026-11-04
Essex Bank
INCREASED
Shares31,002 from 29,448
Change+1,554 (+5%)
Value$1.0M (+$74.7K)
Filed 2026-10-16
Darrow Company, Inc.
INCREASED
Shares30,708 from 30,703
Change+5 (+0%)
Value$1.0M (+$26.9K)
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares30,589 from 26,291
Change+4,298 (+16%)
Value$1.0M (+$171.1K)
Filed 2026-11-03
Calamos Wealth Management LLC
INCREASED
Shares30,478 from 26,885
Change+3,593 (+13%)
Value$991.4K (+$138.9K)
Filed 2026-11-02
Dala Group, LLC
DECREASED
Shares30,478 from 31,303
Change-825 (-3%)
Value$991.4K (-$1.2K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares30,330 from 30,229
Change+101 (+0%)
Value$986.6K (+$28.1K)
Filed 2026-10-05
SWS Partners
UNCHANGED
Shares30,315 from 30,315
Change0 (0%)
Value$986.1K (+$24.9K)
Filed 2026-10-26
AMI Investment Management Inc
NEW
Shares30,175
Change+30,175
Value$981.6K
Filed 2026-10-27
Successful Portfolios LLC
DECREASED
Shares29,922 from 30,103
Change-181 (-1%)
Value$979.0K (+$4.0K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED
Shares29,724 from 34,489
Change-4,765 (-14%)
Value$966.9K (-$126.7K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED
Shares29,692 from 29,174
Change+518 (+2%)
Value$965.9K (+$40.8K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares29,675 from 30,268
Change-593 (-2%)
Value$990.3K (+$9.6K)
Filed 2026-10-20
RHS Financial, LLC
DECREASED
Shares29,602 from 36,758
Change-7,156 (-19%)
Value$963.0K (-$202.6K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
INCREASED
Shares29,579 from 29,363
Change+216 (+1%)
Value$962.2K (+$30.8K)
Filed 2026-10-26
Innova Wealth Partners
INCREASED
Shares29,564 from 17,898
Change+11,666 (+65%)
Value$961.7K (+$394.2K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares29,484 from 28,904
Change+580 (+2%)
Value$959.1K (+$42.6K)
Filed 2026-11-06
Evolution Wealth Management Inc.
INCREASED
Shares29,450 from 28,088
Change+1,362 (+5%)
Value$958.0K (+$67.3K)
Filed 2026-10-28
Buska Wealth Management, LLC
DECREASED
Shares29,210 from 29,448
Change-238 (-1%)
Value$950.2K (+$16.4K)
Filed 2026-10-08
Creekside Partners
DECREASED
Shares29,205 from 29,395
Change-190 (-1%)
Value$950.0K (+$17.9K)
Filed 2026-11-04
R2 Capital Strategies, LLC
INCREASED
Shares29,053 from 27,892
Change+1,161 (+4%)
Value$945.1K (+$60.6K)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares29,029 from 28,538
Change+491 (+2%)
Value$944.3K (+$39.4K)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares28,908 from 21,618
Change+7,290 (+34%)
Value$940.4K (+$254.9K)
Filed 2026-10-16
Cooper Financial Group
INCREASED
Shares28,833 from 28,701
Change+132 (+0%)
Value$937.9K (+$27.8K)
Filed 2026-10-07
Key FInancial Inc
INCREASED
Shares28,783 from 28,583
Change+200 (+1%)
Value$936.3K (+$29.9K)
Filed 2026-11-02
Miramontes Capital, LLC
INCREASED
Shares28,764 from 19,280
Change+9,484 (+49%)
Value$935.7K (+$324.3K)
Filed 2026-10-19
Valicenti Advisory Services Inc
INCREASED
Shares28,702 from 28,679
Change+23 (+0%)
Value$934 (+$25)
Filed 2026-10-23
Fulton Bank, N.A.
UNCHANGED
Shares28,694 from 28,694
Change0 (0%)
Value$933.4K (+$23.5K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED
Shares28,679 from 28,643
Change+36 (+0%)
Value$932.9K (+$24.7K)
Filed 2026-10-21
Old Mission Investment Co LLC
DECREASED
Shares28,530 from 28,646
Change-116 (0%)
Value$928.1K (+$19.7K)
Filed 2026-10-22
Altus Wealth Group LLC
DECREASED
Shares28,502 from 29,470
Change-968 (-3%)
Value$927.2K (-$7.3K)
Filed 2026-10-20
Investment Management Trust, LLC
INCREASED
Shares28,366 from 27,139
Change+1,227 (+5%)
Value$922.7K (+$62.2K)
Filed 2026-11-05
August Group Capital Ltd
DECREASED
Shares28,304 from 29,608
Change-1,304 (-4%)
Value$920.7K (-$18.1K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares28,235 from 28,294
Change-59 (0%)
Value$932.9K (+$35.7K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares28,193 from 9,074
Change+19,119 (+211%)
Value$917.1K (+$629.4K)
Filed 2026-10-20
Forum Financial Management, LP
DECREASED
Shares28,171 from 29,822
Change-1,651 (-6%)
Value$916.4K (-$29.3K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares28,014 from 58,549
Change-30,535 (-52%)
Value$911.3K (-$945.3K)
Filed 2026-10-14
Capital Management Associates, Inc
INCREASED
Shares27,950 from 23,138
Change+4,812 (+21%)
Value$909.2K (+$175.5K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares27,890 from 23,312
Change+4,578 (+20%)
Value$907.3K (+$168.0K)
Filed 2026-10-16
Evergreen Capital Management LLC
INCREASED
Shares27,495 from 26,727
Change+768 (+3%)
Value$894.4K (+$46.9K)
Filed 2026-10-23
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares27,487 from 29,732
Change-2,245 (-8%)
Value$894.2K (-$48.6K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares27,404 from 27,338
Change+66 (+0%)
Value$891.5K (+$24.6K)
Filed 2026-10-07
Proathlete Wealth Management LLC
DECREASED
Shares27,293 from 27,431
Change-138 (0%)
Value$887.9K (+$19.3K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED
Shares27,195 from 24,085
Change+3,110 (+13%)
Value$884.7K (+$120.9K)
Filed 2026-10-15
Key Capital Management, Inc
INCREASED
Shares27,192 from 2,397
Change+24,795 (+1034%)
Value$947.6K (+$871.6K)
Filed 2026-11-03
Optima Capital LLC
INCREASED
Shares27,179 from 19,297
Change+7,882 (+41%)
Value$884.1K (+$272.2K)
Filed 2026-10-29
Verum Partners LLC
DECREASED
Shares27,136 from 31,382
Change-4,246 (-14%)
Value$882.7K (-$112.4K)
Filed 2026-10-21
MFA Wealth Advisors, LLC
DECREASED
Shares27,099 from 27,175
Change-76 (0%)
Value$881.5K (+$19.8K)
Filed 2026-10-07
CX Institutional
INCREASED
Shares27,069 from 12,935
Change+14,134 (+109%)
Value$881 (+$471)
Filed 2026-10-02
Sawgrass Asset Management LLC
DECREASED
Shares26,967 from 27,134
Change-167 (-1%)
Value$877.2K (+$16.8K)
Filed 2026-11-03
Thompson Davis & Co., Inc.
DECREASED
Shares26,880 from 34,807
Change-7,927 (-23%)
Value$874.4K (-$229.3K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares26,770
Change+26,770
Value$952
Filed 2026-11-03
BNC Wealth Management, LLC
DECREASED
Shares26,693 from 27,238
Change-545 (-2%)
Value$868.3K (+$4.6K)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares26,576 from 27,204
Change-628 (-2%)
Value$864.5K (+$1.9K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares26,538 from 14,555
Change+11,983 (+82%)
Value$863.3K (+$401.7K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
DECREASED
Shares26,523 from 29,201
Change-2,678 (-9%)
Value$862.8K (-$63.1K)
Filed 2026-10-26
Firestone Capital Management
INCREASED
Shares26,429 from 26,419
Change+10 (+0%)
Value$859.8K (+$22.0K)
Filed 2026-11-03
S&A Financial Services, Inc.
INCREASED
Shares26,348 from 26,129
Change+219 (+1%)
Value$857.1K (+$28.5K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares26,164 from 26,184
Change-20 (0%)
Value$851.1K (+$20.8K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares26,099 from 23,929
Change+2,170 (+9%)
Value$849.0K (+$90.2K)
Filed 2026-10-26
CMH Wealth Management LLC
DECREASED
Shares26,085 from 27,285
Change-1,200 (-4%)
Value$848.5K (-$16.7K)
Filed 2026-10-22
Parsons Capital Management Inc
DECREASED
Shares25,995 from 30,645
Change-4,650 (-15%)
Value$845.6K (-$126.1K)
Filed 2026-10-28
KOM Wealth Management Group, LLC
NEW
Shares25,981
Change+25,981
Value$845.2K
Filed 2026-10-15
Regions Financial Corp
INCREASED
Shares25,911 from 23,130
Change+2,781 (+12%)
Value$842.9K (+$109.4K)
Filed 2026-11-05
Grandview Asset Management LLC
INCREASED
Shares25,859 from 14,248
Change+11,611 (+81%)
Value$841.2K (+$389.4K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
INCREASED
Shares25,790 from 25,519
Change+271 (+1%)
Value$838.9K (+$29.8K)
Filed 2026-10-09
Ridgecrest Wealth Partners, LLC
INCREASED
Shares25,767 from 25,766
Change+1 (0%)
Value$838.2K (+$21.1K)
Filed 2026-10-19
Advisor Resource Council
INCREASED
Shares25,529 from 25,198
Change+331 (+1%)
Value$835.3K (+$22.9K)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED
Shares25,394 from 25,694
Change-300 (-1%)
Value$826.1K (+$11.3K)
Filed 2026-10-13
Bonfire Financial
DECREASED
Shares25,365 from 25,412
Change-47 (0%)
Value$825.1K (+$19.3K)
Filed 2026-11-06
Patrick M Sweeney & Associates, Inc
INCREASED
Shares25,332 from 24,515
Change+817 (+3%)
Value$824.0K (+$46.7K)
Filed 2026-10-22
Ted Buchan & Co
DECREASED
Shares25,194 from 25,544
Change-350 (-1%)
Value$819.6K (+$9.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares25,054 from 55,886
Change-30,832 (-55%)
Value$815.0K (-$957.1K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED
Shares24,954 from 20,479
Change+4,475 (+22%)
Value$811.7K (+$162.4K)
Filed 2026-10-15
Breakwater Capital Group
DECREASED
Shares24,887 from 25,388
Change-501 (-2%)
Value$809.6K (+$4.5K)
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
DECREASED
Shares24,884 from 25,223
Change-339 (-1%)
Value$809.5K (+$9.7K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares24,768 from 26,461
Change-1,693 (-6%)
Value$805.7K (-$33.4K)
Filed 2026-11-02
Hardin Capital Partners, LLC
INCREASED
Shares24,746 from 15,066
Change+9,680 (+64%)
Value$805.0K (+$326.2K)
Filed 2026-10-09
Value Investment Professionals, LLC
DECREASED
Shares24,743 from 24,845
Change-102 (0%)
Value$804.9K (+$17.1K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
INCREASED
Shares24,675 from 22,045
Change+2,630 (+12%)
Value$802.7K (+$103.6K)
Filed 2026-10-14
Chapin Davis, Inc.
INCREASED
Shares24,584 from 24,566
Change+18 (+0%)
Value$799.7K (+$20.7K)
Filed 2026-10-09
RCW Management, LLC
DECREASED
Shares24,518 from 24,520
Change-2 (0%)
Value$797.6K (+$20.0K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares24,468 from 24,468
Change0 (0%)
Value$795.9K (+$20.1K)
Filed 2026-10-21
SP Asset Management LLC
INCREASED
Shares24,295 from 24,102
Change+193 (+1%)
Value$790.3K (+$26.1K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
DECREASED
Shares24,253 from 26,666
Change-2,413 (-9%)
Value$789.0K (-$56.6K)
Filed 2026-11-02
Builder Investment Group Inc
DECREASED
Shares24,213 from 24,454
Change-241 (-1%)
Value$787.7K (+$12.2K)
Filed 2026-10-22
Trust Co of Toledo NA
DECREASED
Shares24,163 from 24,283
Change-120 (0%)
Value$786.0K (+$16.0K)
Filed 2026-10-16
Vann Equity Management LLC
NEW
Shares24,094
Change+24,094
Value$783.8K
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
DECREASED
Shares24,072 from 28,250
Change-4,178 (-15%)
Value$783.1K (-$112.7K)
Filed 2026-11-02
Encompass More Asset Management
INCREASED
Shares24,039 from 17,377
Change+6,662 (+38%)
Value$782.0K (+$230.9K)
Filed 2026-10-16
Stewardship Advisors, LLC
DECREASED
Shares23,985 from 24,355
Change-370 (-2%)
Value$780.2K (+$7.9K)
Filed 2026-10-20
Tenon Financial LLC
INCREASED
Shares23,872 from 23,132
Change+740 (+3%)
Value$776.6K (+$43.1K)
Filed 2026-10-14
Point Windward Advisors Inc.
INCREASED
Shares23,855 from 23,700
Change+155 (+1%)
Value$776.0K (+$24.5K)
Filed 2026-11-06
Lyell Wealth Management, LP
INCREASED
Shares23,831 from 22,830
Change+1,001 (+4%)
Value$775.2K (+$51.3K)
Filed 2026-10-30
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares23,769 from 22,362
Change+1,407 (+6%)
Value$773.2K (+$64.1K)
Filed 2026-10-09
Triad Wealth Partners, LLC
INCREASED
Shares23,639 from 17,714
Change+5,925 (+33%)
Value$769.0K (+$174.5K)
Filed 2026-10-26
NewCorp Financial Services, Inc.
DECREASED
Shares23,615 from 24,897
Change-1,282 (-5%)
Value$768.2K (-$21.3K)
Filed 2026-10-14
waypoint wealth counsel
INCREASED
Shares23,485 from 23,426
Change+59 (+0%)
Value$764.0K (+$21.1K)
Filed 2026-10-22
Cypress Capital, LLC
DECREASED
Shares23,363 from 25,301
Change-1,938 (-8%)
Value$760.0K (-$42.3K)
Filed 2026-10-20
Sensible Money, LLC
INCREASED
Shares23,276 from 14,304
Change+8,972 (+63%)
Value$757.2K (+$303.6K)
Filed 2026-10-20
Cross Staff Investments Inc
INCREASED
Shares23,180 from 21,693
Change+1,487 (+7%)
Value$754.0K (+$66.1K)
Filed 2026-10-22
Omega Financial Group, LLC
INCREASED
Shares23,113 from 18,277
Change+4,836 (+26%)
Value$751.9K (+$172.3K)
Filed 2026-10-29
Leo Wealth, LLC
NEW
Shares22,989
Change+22,989
Value$747.8K
Filed 2026-10-26
Level Wealth Management LLC
INCREASED
Shares22,886 from 21,876
Change+1,010 (+5%)
Value$744.5K (+$50.8K)
Filed 2026-10-23
Stephen J. Garry & Associates, LLC
NEW
Shares22,855
Change+22,855
Value$743.5K
Filed 2026-11-05
Aerodigm Wealth, LLC
DECREASED
Shares22,765 from 22,958
Change-193 (-1%)
Value$740.5K (+$12.5K)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares22,736 from 24,016
Change-1,280 (-5%)
Value$739.6K (-$21.9K)
Filed 2026-10-14
Innovative Wealth Building LLC
INCREASED
Shares22,643 from 10,678
Change+11,965 (+112%)
Value$736.6K (+$398.0K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
DECREASED
Shares22,636 from 23,005
Change-369 (-2%)
Value$736.3K (+$6.9K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED
Shares22,547 from 4,170
Change+18,377 (+441%)
Value$733.5K (+$601.2K)
Filed 2026-10-13
First Security Investment Management, Inc.
INCREASED
Shares22,494 from 18,115
Change+4,379 (+24%)
Value$731.7K (+$157.3K)
Filed 2026-11-05
Aldebaran Financial Inc.
INCREASED
Shares22,475 from 21,500
Change+975 (+5%)
Value$731.1K (+$49.3K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
INCREASED
Shares22,451 from 22,205
Change+246 (+1%)
Value$730.3K (+$26.2K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares22,430 from 21,542
Change+888 (+4%)
Value$729.6K (+$46.6K)
Filed 2026-10-05
Dale Q Rice Investment Management Ltd
DECREASED
Shares22,316 from 22,557
Change-241 (-1%)
Value$725.9K (+$10.7K)
Filed 2026-10-09
Brick & Kyle, Associates
INCREASED
Shares22,106 from 20,561
Change+1,545 (+8%)
Value$719.1K (+$88.3K)
Filed 2026-11-05
1900 Wealth Management LLC
DECREASED
Shares21,981 from 22,161
Change-180 (-1%)
Value$715.1K (+$12.3K)
Filed 2026-10-13
Fairway Wealth LLC
UNCHANGED
Shares21,957 from 21,957
Change0 (0%)
Value$714.3K (+$18.0K)
Filed 2026-10-30
Certuity, LLC
UNCHANGED
Shares21,946 from 21,946
Change0 (0%)
Value$882.7K (+$15.3K)
Filed 2026-11-02
Eddie Patel Inc
DECREASED
Shares21,909 from 22,070
Change-161 (-1%)
Value$712.7K (+$12.8K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares21,818 from 26,252
Change-4,434 (-17%)
Value$694.9K (-$137.5K)
Filed 2026-10-13
Members Wealth LLC
DECREASED
Shares21,803 from 21,924
Change-121 (-1%)
Value$711.9K (+$16.7K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED
Shares21,756 from 22,000
Change-244 (-1%)
Value$707.7K (+$10.1K)
Filed 2026-10-19
Axim Planning & Wealth
INCREASED
Shares21,717 from 20,534
Change+1,183 (+6%)
Value$706.5K (+$55.3K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
INCREASED
Shares21,587 from 20,885
Change+702 (+3%)
Value$702.2K (+$39.9K)
Filed 2026-11-03
Telos Capital Management, Inc.
DECREASED
Shares21,586 from 24,386
Change-2,800 (-11%)
Value$702.2K (-$71.1K)
Filed 2026-11-02
Greg Jennings, LLC
NEW
Shares21,505
Change+21,505
Value$699.6K
Filed 2026-10-19
Teamwork Financial Advisors, LLC
DECREASED
Shares21,415 from 63,486
Change-42,071 (-66%)
Value$696.6K (-$1.3M)
Filed 2026-10-19
Mach-1 Financial Group, LLC
INCREASED
Shares21,310 from 21,106
Change+204 (+1%)
Value$693.2K (+$23.9K)
Filed 2026-11-06
Councilor Wealth, LLC
DECREASED
Shares21,295 from 24,712
Change-3,417 (-14%)
Value$692.7K (-$90.9K)
Filed 2026-10-09
CGN Advisors LLC
DECREASED
Shares21,294 from 26,485
Change-5,191 (-20%)
Value$692.7K (-$147.1K)
Filed 2026-10-21
Fulcrum Capital LLC
DECREASED
Shares21,000 from 22,885
Change-1,885 (-8%)
Value$683.1K (-$42.6K)
Filed 2026-10-15
Clayton Financial Group LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$683.1K (+$17.2K)
Filed 2026-10-13
Martin Capital Partners, LLC
INCREASED
Shares20,934 from 20,097
Change+837 (+4%)
Value$681.0K (+$43.7K)
Filed 2026-10-07
Versant Capital Management, Inc
INCREASED
Shares20,879 from 17,202
Change+3,677 (+21%)
Value$679.2K (+$133.7K)
Filed 2026-10-02
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares20,743 from 16,123
Change+4,620 (+29%)
Value$674.8K (+$163.5K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares20,725 from 17,654
Change+3,071 (+17%)
Value$674.2K (+$114.4K)
Filed 2026-11-04
LifePlan Financial, LLC
DECREASED
Shares20,708 from 23,199
Change-2,491 (-11%)
Value$686.5K (-$49.2K)
Filed 2026-10-13
Sharkey, Howes & Javer
DECREASED
Shares20,652 from 20,763
Change-111 (-1%)
Value$671.8K (+$13.4K)
Filed 2026-10-22
Clear Trail Advisors, LLC
DECREASED
Shares20,622 from 23,887
Change-3,265 (-14%)
Value$670.8K (-$86.6K)
Filed 2026-10-20
Unify Financial Advisors
UNCHANGED
Shares20,589 from 20,589
Change0 (0%)
Value$669.8K (+$16.9K)
Filed 2026-11-03
Gibbs Wealth Management
INCREASED
Shares20,499 from 7,107
Change+13,392 (+188%)
Value$666.8K (+$441.5K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares20,485 from 15,645
Change+4,840 (+31%)
Value$666.4K (+$170.3K)
Filed 2026-10-27
Smart Wealth LLC
INCREASED
Shares20,445 from 18,497
Change+1,948 (+11%)
Value$665.1K (+$78.5K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares20,374 from 18,606
Change+1,768 (+10%)
Value$662.8K (+$72.8K)
Filed 2026-10-30
Bedel Financial Consulting, Inc.
INCREASED
Shares20,302 from 19,611
Change+691 (+4%)
Value$660.4K (+$38.5K)
Filed 2026-11-06
Patten & Patten Inc
INCREASED
Shares20,275 from 20,221
Change+54 (+0%)
Value$659.5K (+$18.3K)
Filed 2026-10-26
Pacific Center for Financial Services
INCREASED
Shares20,227 from 19,780
Change+447 (+2%)
Value$658.0K (+$30.8K)
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares20,227 from 20,282
Change-55 (0%)
Value$658.0K (+$12.0K)
Filed 2026-10-29
Tempus Wealth Planning, LLC
NEW
Shares20,100
Change+20,100
Value$653.8K
Filed 2026-10-14
Kelleher Financial Advisors
NEW
Shares20,040
Change+20,040
Value$651.9K
Filed 2026-10-30
Pflug Koory, LLC
INCREASED
Shares20,029 from 19,974
Change+55 (+0%)
Value$651.6K (+$18.2K)
Filed 2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED
Shares19,945 from 17,067
Change+2,878 (+17%)
Value$648.8K (+$107.6K)
Filed 2026-10-16
Hofer & Associates. Inc
DECREASED
Shares19,916 from 197,820
Change-177,904 (-90%)
Value$647.9K (-$5.6M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares19,916 from 19,271
Change+645 (+3%)
Value$647.9K (+$36.8K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares19,873 from 14,643
Change+5,230 (+36%)
Value$646.5K (+$182.1K)
Filed 2026-10-02
Avantra Family Wealth, Inc.
DECREASED
Shares19,870 from 20,015
Change-145 (-1%)
Value$646.4K (+$11.7K)
Filed 2026-10-20
GenWealth Group, Inc.
INCREASED
Shares19,860 from 15,490
Change+4,370 (+28%)
Value$646.0K (+$154.9K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares19,794 from 18,267
Change+1,527 (+8%)
Value$643.9K (+$64.7K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares19,792
Change+19,792
Value$643.8K
Filed 2026-10-14
DB&C Advisors, LLC
INCREASED
Shares19,428 from 12,220
Change+7,208 (+59%)
Value$632.0K (+$244.5K)
Filed 2026-10-26
Veracity Capital LLC
INCREASED
Shares19,409 from 9,909
Change+9,500 (+96%)
Value$631.4K (+$317.1K)
Filed 2026-10-08
Evolution Advisers, Inc.
NEW
Shares19,276
Change+19,276
Value$649.8K
Filed 2026-11-06
Diversified Portfolios, Inc.
INCREASED
Shares19,255 from 8,177
Change+11,078 (+135%)
Value$626.4K (+$367.1K)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares19,234 from 18,898
Change+336 (+2%)
Value$625.7K (+$26.4K)
Filed 2026-10-05
Herold Advisors, Inc.
INCREASED
Shares19,210 from 17,381
Change+1,829 (+11%)
Value$624.9K (+$68.9K)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares19,203 from 17,662
Change+1,541 (+9%)
Value$624.7K (+$64.6K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares19,151 from 16,705
Change+2,446 (+15%)
Value$623.0K (+$93.3K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares19,076 from 18,936
Change+140 (+1%)
Value$620.5K (+$20.1K)
Filed 2026-10-21
Tranquility Partners, LLC
DECREASED
Shares19,033 from 19,966
Change-933 (-5%)
Value$619.2K (-$14.0K)
Filed 2026-10-20
Levin Capital Strategies, L.P.
INCREASED
Shares19,016 from 7,212
Change+11,804 (+164%)
Value$618.6K (+$389.9K)
Filed 2026-11-02
Eagle Rock Investment Company, LLC
INCREASED
Shares19,016 from 16,132
Change+2,884 (+18%)
Value$618.6K (+$107.0K)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares19,002 from 12,848
Change+6,154 (+48%)
Value$618.1K (+$210.7K)
Filed 2026-10-26
First Financial Corp
UNCHANGED
Shares18,917 from 18,917
Change0 (0%)
Value$615.4K (+$15.5K)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares18,730 from 17,534
Change+1,196 (+7%)
Value$609.3K (+$53.3K)
Filed 2026-10-30
Beacon Capital Management, LLC
DECREASED
Shares18,726 from 19,578
Change-852 (-4%)
Value$609.2K (-$11.7K)
Filed 2026-10-23
Mirador Capital Partners LP
INCREASED
Shares18,704 from 18,246
Change+458 (+3%)
Value$608.4K (+$29.8K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares18,662 from 17,317
Change+1,345 (+8%)
Value$607.1K (+$58.0K)
Filed 2026-11-05
Appleton Partners Inc
INCREASED
Shares18,625 from 17,420
Change+1,205 (+7%)
Value$606 (-$551.4K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
DECREASED
Shares18,581 from 19,041
Change-460 (-2%)
Value$604.4K (+$650)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares18,576 from 18,550
Change+26 (+0%)
Value$604.3K (+$16.1K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares18,551 from 11,699
Change+6,852 (+59%)
Value$603.5K (+$232.5K)
Filed 2026-10-13
Sherman Wealth Management LLC
INCREASED
Shares18,433 from 18,359
Change+74 (+0%)
Value$599.6K (+$17.4K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
INCREASED
Shares18,409 from 18,219
Change+190 (+1%)
Value$598.8K (+$21.1K)
Filed 2026-11-02
Verity & Verity, LLC
INCREASED
Shares18,382 from 18,306
Change+76 (+0%)
Value$598.0K (+$17.5K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
INCREASED
Shares18,351 from 5,068
Change+13,283 (+262%)
Value$597.0K (+$436.3K)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares18,332 from 18,331
Change+1 (+0%)
Value$596.3K (+$15.1K)
Filed 2026-10-27
Wealth Management Partners, LLC
INCREASED
Shares18,307 from 18,007
Change+300 (+2%)
Value$595.5K (+$24.5K)
Filed 2026-10-21
Citrine Capital LLC
INCREASED
Shares18,303 from 18,153
Change+150 (+1%)
Value$595.4K (+$19.8K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares18,275 from 17,788
Change+487 (+3%)
Value$594.5K (+$30.4K)
Filed 2026-10-15
Accredited Investors Inc.
INCREASED
Shares18,265 from 18,192
Change+73 (+0%)
Value$594.2K (+$17.3K)
Filed 2026-11-03
Heritage OAK Wealth Advisors LLC
DECREASED
Shares17,938 from 17,945
Change-7 (0%)
Value$583.5K (+$14.5K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED
Shares17,883 from 14,098
Change+3,785 (+27%)
Value$581.7K (+$134.7K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares17,876 from 17,857
Change+19 (+0%)
Value$581.5K (+$15.3K)
Filed 2026-10-14
Angeles Wealth Management, LLC
UNCHANGED
Shares17,832 from 17,832
Change0 (0%)
Value$580.1K (+$14.6K)
Filed 2026-10-26
Silver Lake Advisory, LLC
INCREASED
Shares17,769 from 17,658
Change+111 (+1%)
Value$578.0K (+$18.1K)
Filed 2026-10-22
SkyOak Wealth, LLC
INCREASED
Shares17,764 from 17,761
Change+3 (+0%)
Value$577.9K (+$14.6K)
Filed 2026-10-28
Global Assets Advisory, LLC
DECREASED
Shares17,697 from 18,790
Change-1,093 (-6%)
Value$578.8K (-$21.7K)
Filed 2026-10-28
Wellington Grp LLC
DECREASED
Shares17,596 from 49,246
Change-31,650 (-64%)
Value$572.4K (-$989.2K)
Filed 2026-11-06
Impact Capital Partners LLC
INCREASED
Shares17,520 from 16,997
Change+523 (+3%)
Value$569.9K (+$30.9K)
Filed 2026-10-22
Unique Wealth, LLC
DECREASED
Shares17,487 from 17,861
Change-374 (-2%)
Value$568.9K (+$2.5K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares17,413 from 17,111
Change+302 (+2%)
Value$566.5K (+$23.9K)
Filed 2026-10-09
Duncker Streett & Co Inc
DECREASED
Shares17,410 from 17,844
Change-434 (-2%)
Value$566.4K (+$538)
Filed 2026-10-27
Centerpoint Advisors, LLC
DECREASED
Shares17,337 from 17,342
Change-5 (0%)
Value$564 (-$549.4K)
Filed 2026-11-05
Strata Wealth Advisors, LLC
UNCHANGED
Shares17,319 from 17,319
Change0 (0%)
Value$563.4K (+$14.2K)
Filed 2026-10-16
Ring Mountain Capital, LLC
DECREASED
Shares17,224 from 17,327
Change-103 (-1%)
Value$560.3K (+$10.8K)
Filed 2026-10-13
Wealthstar Advisors, LLC
UNCHANGED
Shares17,122 from 17,122
Change0 (0%)
Value$557.0K (+$14.0K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares17,108 from 16,088
Change+1,020 (+6%)
Value$556.5K (+$46.4K)
Filed 2026-11-05
Foundation Wealth Management, LLC
NEW
Shares16,925
Change+16,925
Value$550.6K
Filed 2026-10-22
Pegasus Asset Management, Inc.
INCREASED
Shares16,823 from 16,228
Change+595 (+4%)
Value$547.3K (+$32.7K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares16,802 from 16,802
Change0 (0%)
Value$549.3K (+$5.6K)
Filed 2026-10-15
Planned Solutions, Inc.
DECREASED
Shares16,757 from 17,888
Change-1,131 (-6%)
Value$545.1K (-$22.1K)
Filed 2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED
Shares16,691 from 7,028
Change+9,663 (+137%)
Value$543.0K (+$320.1K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares16,579 from 15,584
Change+995 (+6%)
Value$539.3K (+$45.1K)
Filed 2026-10-19
UMB Bank, n.a.
UNCHANGED
Shares16,535 from 16,535
Change0 (0%)
Value$537.9K (+$13.6K)
Filed 2026-11-06
Cypress Capital Group
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$536.7K (+$13.5K)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED
Shares16,495 from 14,885
Change+1,610 (+11%)
Value$536.6K (+$64.6K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares16,369 from 7,310
Change+9,059 (+124%)
Value$532.5K (+$300.7K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,342 from 15,533
Change+809 (+5%)
Value$534.1K (+$34.0K)
Filed 2026-11-04
Redwood Family Wealth LLC
INCREASED
Shares16,331 from 12,334
Change+3,997 (+32%)
Value$531.3K (+$140.1K)
Filed 2026-10-20
Lodestone Wealth Management LLC
INCREASED
Shares16,280 from 14,677
Change+1,603 (+11%)
Value$529.6K (+$64.2K)
Filed 2026-10-14
Sage Investment Counsel LLC
INCREASED
Shares16,265 from 14,635
Change+1,630 (+11%)
Value$529.1K (+$65.0K)
Filed 2026-10-26
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares16,142 from 15,341
Change+801 (+5%)
Value$525.1K (+$38.6K)
Filed 2026-10-15
Cornerstone Wealth, LLC
INCREASED
Shares16,139 from 16,043
Change+96 (+1%)
Value$569.2K (+$50.4K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
INCREASED
Shares16,074 from 14,676
Change+1,398 (+10%)
Value$522.9K (+$57.5K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED
Shares16,026 from 14,981
Change+1,045 (+7%)
Value$521.3K (+$46.3K)
Filed 2026-10-16
Bauman Advisory Group, LLC
INCREASED
Shares16,020 from 8,354
Change+7,666 (+92%)
Value$521.1K (+$256.2K)
Filed 2026-10-29
Blue Trust, Inc.
INCREASED
Shares15,949 from 15,177
Change+772 (+5%)
Value$518.8K (+$37.5K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares15,927 from 9,905
Change+6,022 (+61%)
Value$518.1K (+$204.0K)
Filed 2026-10-14
Kingsman Wealth Management, Inc.
INCREASED
Shares15,867 from 15,861
Change+6 (+0%)
Value$516.2K (+$13.2K)
Filed 2026-10-13
Kraft, Davis & Associates, LLC
DECREASED
Shares15,814 from 17,193
Change-1,379 (-8%)
Value$542.2K (-$14.8K)
Filed 2026-10-21
Downshift Financial, LLC
DECREASED
Shares15,804 from 17,896
Change-2,092 (-12%)
Value$514.1K (-$53.4K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
INCREASED
Shares15,793 from 15,735
Change+58 (+0%)
Value$513.7K (-$4.1K)
Filed 2026-11-02
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares15,650 from 15,650
Change0 (0%)
Value$509.1K (+$12.8K)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares15,571 from 8,554
Change+7,017 (+82%)
Value$506.5K (+$236.5K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
DECREASED
Shares15,461 from 15,527
Change-66 (0%)
Value$503.0K (+$10.6K)
Filed 2026-10-21
Gibraltar Capital Management, Inc.
NEW
Shares15,390
Change+15,390
Value$500.6K
Filed 2026-10-27
Patton Albertson Miller Group, LLC
INCREASED
Shares15,368 from 14,830
Change+538 (+4%)
Value$499.9K (+$29.7K)
Filed 2026-10-26
Helium Advisors LLC
INCREASED
Shares15,361 from 14,420
Change+941 (+7%)
Value$499.7K (+$42.4K)
Filed 2026-10-23
Darden Wealth Group Inc
INCREASED
Shares15,325 from 15,323
Change+2 (+0%)
Value$498.5K (+$12.6K)
Filed 2026-11-06
Cornerstone Planning, LLC
DECREASED
Shares15,317 from 15,517
Change-200 (-1%)
Value$485.7K (-$6.3K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares15,255 from 12,910
Change+2,345 (+18%)
Value$496.2K (+$86.9K)
Filed 2026-10-15
Wealth Effects LLC
DECREASED
Shares15,206 from 15,226
Change-20 (0%)
Value$494.7K (+$11.8K)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
DECREASED
Shares15,195 from 39,540
Change-24,345 (-62%)
Value$494.3K (-$759.5K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares15,115 from 7,070
Change+8,045 (+114%)
Value$491.7K (+$267.5K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares15,087 from 20,910
Change-5,823 (-28%)
Value$490.8K (-$172.3K)
Filed 2026-10-20
Uptown Financial Advisors LLC
INCREASED
Shares15,066 from 12,750
Change+2,316 (+18%)
Value$490.1K (+$85.8K)
Filed 2026-10-15
DKM Wealth Management, Inc.
UNCHANGED
Shares15,060 from 15,060
Change0 (0%)
Value$489.9K (+$12.3K)
Filed 2026-10-09
Fiduciary Family Office, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$488.0K (+$12.3K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares14,901 from 15,998
Change-1,097 (-7%)
Value$484.7K (-$22.6K)
Filed 2026-10-19
OFS Enterprise LLC
DECREASED
Shares14,877 from 16,104
Change-1,227 (-8%)
Value$484.0K (-$26.7K)
Filed 2026-10-16
DDD Partners, LLC
INCREASED
Shares14,863 from 14,830
Change+33 (+0%)
Value$483.5K (+$13.2K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
INCREASED
Shares14,795 from 9,033
Change+5,762 (+64%)
Value$481.3K (+$194.8K)
Filed 2026-10-27
Kavar Capital Partners Group, LLC
INCREASED
Shares14,686 from 14,435
Change+251 (+2%)
Value$477.7K (+$20.0K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares14,665 from 13,388
Change+1,277 (+10%)
Value$477.1K (+$52.5K)
Filed 2026-10-27
Loudon Investment Management, LLC
INCREASED
Shares14,511 from 13,211
Change+1,300 (+10%)
Value$472.0K (+$53.1K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
INCREASED
Shares14,475 from 14,139
Change+336 (+2%)
Value$470.9K (+$22.5K)
Filed 2026-10-09
Greenspring Advisors, LLC
DECREASED
Shares14,411 from 15,420
Change-1,009 (-7%)
Value$468.8K (-$20.2K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares14,343 from 16,393
Change-2,050 (-13%)
Value$466.6K (-$53.2K)
Filed 2026-10-30
Old North State Wealth Management, LLC
INCREASED
Shares14,179 from 13,992
Change+187 (+1%)
Value$461.3K (+$17.5K)
Filed 2026-10-22
Seelaus Asset Management LLC
INCREASED
Shares14,162 from 13,449
Change+713 (+5%)
Value$460.7K (+$34.2K)
Filed 2026-10-14
Leisure Capital Management
DECREASED
Shares14,133 from 14,683
Change-550 (-4%)
Value$459.7K (-$5.9K)
Filed 2026-11-03
Wealth Architects, LLC
INCREASED
Shares14,129 from 13,582
Change+547 (+4%)
Value$459.6K (+$28.9K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares14,079 from 13,968
Change+111 (+1%)
Value$457 (-$441.5K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares14,067 from 14,096
Change-29 (0%)
Value$457.6K (+$10.6K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares14,030 from 13,414
Change+616 (+5%)
Value$456.4K (+$31.0K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares13,983 from 11,113
Change+2,870 (+26%)
Value$454.9K (+$102.5K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
INCREASED
Shares13,960 from 12,918
Change+1,042 (+8%)
Value$454.1K (+$44.5K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
INCREASED
Shares13,955 from 12,065
Change+1,890 (+16%)
Value$458.4K (+$74.1K)
Filed 2026-10-09
Nautilus Advisors LLC
INCREASED
Shares13,928 from 12,504
Change+1,424 (+11%)
Value$453.1K (+$47.9K)
Filed 2026-10-07
Planning Strategies Inc.
INCREASED
Shares13,865 from 13,156
Change+709 (+5%)
Value$451.0K (+$33.8K)
Filed 2026-10-02
Signature Equity Partners, LLC
INCREASED
Shares13,827 from 12,799
Change+1,028 (+8%)
Value$449.8K (+$43.9K)
Filed 2026-10-29
ZynergyRetirementPlanningLLC
UNCHANGED
Shares13,779 from 13,779
Change0 (0%)
Value$448.2K (+$11.3K)
Filed 2026-10-08
Hamilton Capital, LLC
INCREASED
Shares13,702 from 13,682
Change+20 (+0%)
Value$445.7K (+$11.9K)
Filed 2026-10-08
PW Nova Financial Services LLC
DECREASED
Shares13,693 from 18,793
Change-5,100 (-27%)
Value$445.4K (-$150.5K)
Filed 2026-10-15
Studio Investment Management LLC
DECREASED
Shares13,588 from 13,641
Change-53 (0%)
Value$442.0K (+$9.5K)
Filed 2026-10-22
AA Financial Advisors, LLC
DECREASED
Shares13,510 from 14,238
Change-728 (-5%)
Value$439.5K (-$12.0K)
Filed 2026-10-19
Future Financial Wealth Managment LLC
INCREASED
Shares13,475 from 13,436
Change+39 (+0%)
Value$438.3K (-$2.4K)
Filed 2026-10-15
Acropolis Investment Management, LLC
DECREASED
Shares13,463 from 13,945
Change-482 (-3%)
Value$438.0K (-$4.2K)
Filed 2026-10-08
Thrive Capital Management, LLC
INCREASED
Shares13,410 from 10,110
Change+3,300 (+33%)
Value$436.2K (+$115.6K)
Filed 2026-10-28
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares13,313 from 13,313
Change0 (0%)
Value$433.1K (+$10.9K)
Filed 2026-11-06
Outlook Wealth Advisors, LLC
INCREASED
Shares13,293 from 12,150
Change+1,143 (+9%)
Value$432.4K (+$47.1K)
Filed 2026-10-28
TrustWell Financial Advisors, LLC
INCREASED
Shares13,278 from 13,246
Change+32 (+0%)
Value$431.9K (+$11.9K)
Filed 2026-10-15
Cyr Financial Inc.
DECREASED
Shares13,252 from 13,550
Change-298 (-2%)
Value$431.1K (+$1.4K)
Filed 2026-10-16
Arta Finance Wealth Management LLC
INCREASED
Shares13,197 from 12,363
Change+834 (+7%)
Value$429.3K (+$37.3K)
Filed 2026-10-28
RM Financial Services, LLC
UNCHANGED
Shares13,190 from 13,190
Change0 (0%)
Value$429.1K (+$10.8K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares13,116 from 12,662
Change+454 (+4%)
Value$426.7K (+$25.2K)
Filed 2026-11-05
Leading Edge Financial Planning LLC
DECREASED
Shares13,098 from 13,930
Change-832 (-6%)
Value$426.1K (-$15.7K)
Filed 2026-10-23
First Horizon Corp
UNCHANGED
Shares13,041 from 13,041
Change0 (0%)
Value$424.2K (+$10.7K)
Filed 2026-10-26
NovaPoint Capital, LLC
UNCHANGED
Shares13,035 from 13,035
Change0 (0%)
Value$424.0K (+$10.7K)
Filed 2026-10-22
Secure Asset Management, LLC
DECREASED
Shares12,997 from 13,033
Change-36 (0%)
Value$422.8K (+$9.5K)
Filed 2026-10-19
Ballast, Inc.
DECREASED
Shares12,981 from 14,415
Change-1,434 (-10%)
Value$422.3K (-$34.8K)
Filed 2026-10-20
Tandem Investment Partners LLC
INCREASED
Shares12,956 from 12,788
Change+168 (+1%)
Value$421.5K (+$16.0K)
Filed 2026-10-16
Hendershot Investments Inc.
UNCHANGED
Shares12,949 from 12,949
Change0 (0%)
Value$421.2K (+$10.6K)
Filed 2026-11-05
Old National Bancorp
UNCHANGED
Shares12,942 from 12,942
Change0 (0%)
Value$421.0K (+$10.6K)
Filed 2026-10-20
Elm3 Financial Group, LLC
INCREASED
Shares12,821 from 12,048
Change+773 (+6%)
Value$417.1K (+$35.0K)
Filed 2026-10-07
Harbor Asset Planning, Inc.
INCREASED
Shares12,806 from 12,722
Change+84 (+1%)
Value$416.6K (+$13.1K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
INCREASED
Shares12,802 from 10,800
Change+2,002 (+19%)
Value$416.5K (+$74.0K)
Filed 2026-10-20
Vista Finance, LLC
INCREASED
Shares12,801 from 12,750
Change+51 (+0%)
Value$416.4K (+$12.1K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$417.9K (+$12.0K)
Filed 2026-10-20
Amicus Financial Advisors, LLC
INCREASED
Shares12,677 from 12,670
Change+7 (+0%)
Value$412.4K (+$10.6K)
Filed 2026-11-03
Accelerate Investment Advisors LLC
DECREASED
Shares12,658 from 16,756
Change-4,098 (-24%)
Value$411.8K (-$119.6K)
Filed 2026-11-02
Shakespeare Wealth Management, LLC
UNCHANGED
Shares12,624 from 12,624
Change0 (0%)
Value$410.7K (+$10.4K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares12,567 from 950
Change+11,617 (+1223%)
Value$408.8K (+$378.7K)
Filed 2026-10-29
WoodTrust Financial Corp
INCREASED
Shares12,553 from 11,294
Change+1,259 (+11%)
Value$408 (-$357.6K)
Filed 2026-10-09
Stone Summit Wealth LLC
DECREASED
Shares12,526 from 12,555
Change-29 (0%)
Value$407.5K (+$9.4K)
Filed 2026-10-14
Straight Path Wealth Management
DECREASED
Shares12,506 from 13,786
Change-1,280 (-9%)
Value$406.8K (-$30.3K)
Filed 2026-10-23
Garton & Associates Financial Advisors LLC
DECREASED
Shares12,422 from 12,461
Change-39 (0%)
Value$404.1K (+$8.9K)
Filed 2026-10-30
Bingham Private Wealth, LLC
INCREASED
Shares12,366 from 12,358
Change+8 (+0%)
Value$402.3K (+$10.4K)
Filed 2026-11-05
RKL Wealth Management LLC
DECREASED
Shares12,321 from 13,152
Change-831 (-6%)
Value$400.8K (-$16.2K)
Filed 2026-10-16
Harmony Asset Management LLC
INCREASED
Shares12,281 from 9,585
Change+2,696 (+28%)
Value$399.5K (+$95.6K)
Filed 2026-10-20
Ridgeline Wealth Planning, LLC
DECREASED
Shares12,209 from 12,461
Change-252 (-2%)
Value$397.2K (+$2.0K)
Filed 2026-10-29
Smith Salley Wealth Management
DECREASED
Shares12,177 from 12,296
Change-119 (-1%)
Value$396.1K (+$6.2K)
Filed 2026-11-03
GGM Financial LLC
DECREASED
Shares12,176 from 12,894
Change-718 (-6%)
Value$396.1K (-$12.8K)
Filed 2026-11-05
Aire Advisors, LLC
NEW
Shares12,167
Change+12,167
Value$395.8K
Filed 2026-10-22
J2 Capital Management Inc
UNCHANGED
Shares12,139 from 12,139
Change0 (0%)
Value$394.9K (+$10.0K)
Filed 2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares12,116 from 13,940
Change-1,824 (-13%)
Value$394.1K (-$47.9K)
Filed 2026-10-27
Santori & Peters, Inc.
INCREASED
Shares12,112 from 8,735
Change+3,377 (+39%)
Value$394.0K (+$117.0K)
Filed 2026-10-26
Waterfront Wealth Inc.
DECREASED
Shares12,086 from 13,862
Change-1,776 (-13%)
Value$418.9K (-$30.3K)
Filed 2026-11-03
Winter & Associates, Inc.
DECREASED
Shares12,070 from 12,648
Change-578 (-5%)
Value$418.7K (+$17.6K)
Filed 2026-10-23
WealthPoint Financial, LLC
DECREASED
Shares12,048 from 12,987
Change-939 (-7%)
Value$391.9K (-$19.9K)
Filed 2026-11-03
EagleClaw Capital Managment, LLC
INCREASED
Shares12,025 from 11,740
Change+285 (+2%)
Value$391.2K (+$18.9K)
Filed 2026-11-06
Demars Financial Group, LLC
DECREASED
Shares12,008 from 25,585
Change-13,577 (-53%)
Value$390.6K (-$420.7K)
Filed 2026-10-22
Montz Harcus Wealth Management LLC
INCREASED
Shares11,951 from 10,592
Change+1,359 (+13%)
Value$388.8K (+$52.9K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares11,929 from 11,451
Change+478 (+4%)
Value$388.1K (+$24.9K)
Filed 2026-10-05
Godsey & Gibb, Inc
DECREASED
Shares11,840 from 13,175
Change-1,335 (-10%)
Value$385.1K (-$32.6K)
Filed 2026-10-14
Capital Investment Counsel, LLC
UNCHANGED
Shares11,708 from 11,708
Change0 (0%)
Value$380.9K (+$9.6K)
Filed 2026-10-14
Collaborative Capital Advisors LLC
UNCHANGED
Shares11,700 from 11,700
Change0 (0%)
Value$380.6K (+$9.6K)
Filed 2026-11-06
Sacks & Associates, LLC
INCREASED
Shares11,677 from 11,669
Change+8 (+0%)
Value$379.9K (-$11.7K)
Filed 2026-10-09
Falcon Wealth Planning
INCREASED
Shares11,640 from 8,035
Change+3,605 (+45%)
Value$378.6K (+$123.9K)
Filed 2026-11-06
APS Management Group, Inc.
NEW
Shares11,617
Change+11,617
Value$377.9K
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED
Shares11,571 from 8,967
Change+2,604 (+29%)
Value$376.4K (+$92.1K)
Filed 2026-10-14
Centerpoint Advisory Group
INCREASED
Shares11,521 from 10,158
Change+1,363 (+13%)
Value$374.8K (+$52.7K)
Filed 2026-10-23
Sima Wealth Partners, LLC
INCREASED
Shares11,424 from 11,418
Change+6 (+0%)
Value$371.6K (+$9.5K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares11,368 from 11,168
Change+200 (+2%)
Value$369.8K (+$15.7K)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares11,366 from 11,366
Change0 (0%)
Value$369.7K (+$9.3K)
Filed 2026-10-08
Pacific Sage Partners, LLC
UNCHANGED
Shares11,320 from 11,320
Change0 (0%)
Value$368.2K (+$9.3K)
Filed 2026-10-21
Lazari Capital Management, Inc.
INCREASED
Shares11,288 from 8,747
Change+2,541 (+29%)
Value$367.2K (+$89.8K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares11,264 from 10,805
Change+459 (+4%)
Value$366.4K (+$23.8K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares11,249 from 9,706
Change+1,543 (+16%)
Value$367.9K (+$59.2K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
DECREASED
Shares11,239 from 12,319
Change-1,080 (-9%)
Value$365.6K (-$25.0K)
Filed 2026-10-28
Cogent Private Wealth, Inc.
INCREASED
Shares11,226 from 6,392
Change+4,834 (+76%)
Value$365.2K (+$162.5K)
Filed 2026-11-06
GEM Asset Management, LLC
INCREASED
Shares11,222 from 10,747
Change+475 (+4%)
Value$365.0K (+$24.2K)
Filed 2026-10-13
Heirloom Wealth Management
UNCHANGED
Shares11,181 from 11,181
Change0 (0%)
Value$363.7K (+$9.2K)
Filed 2026-10-14
JB Capital LLC
DECREASED
Shares11,180 from 11,367
Change-187 (-2%)
Value$363.7K (+$3.2K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares11,097 from 10,551
Change+546 (+5%)
Value$361.0K (+$26.4K)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares11,030 from 11,030
Change0 (0%)
Value$358.8K (+$9.0K)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
INCREASED
Shares10,995 from 10,893
Change+102 (+1%)
Value$357.7K (+$12.2K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares10,985 from 10,724
Change+261 (+2%)
Value$357.3K (+$17.3K)
Filed 2026-10-08
15 Wealth Advisors LLC
NEW
Shares10,974
Change+10,974
Value$357.0K
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares10,973 from 9,872
Change+1,101 (+11%)
Value$357.0K (+$44.0K)
Filed 2026-10-27
GoalVest Advisory LLC
UNCHANGED
Shares10,936 from 10,936
Change0 (0%)
Value$355.7K (+$9.0K)
Filed 2026-10-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares10,927 from 10,753
Change+174 (+2%)
Value$355.5K (+$14.5K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares10,923 from 10,923
Change0 (0%)
Value$355.3K (+$9.0K)
Filed 2026-10-15
apricus wealth, LLC
INCREASED
Shares10,831 from 10,799
Change+32 (+0%)
Value$352.3K (+$9.9K)
Filed 2026-10-26
Collaborative Wealth Managment Inc.
INCREASED
Shares10,801 from 10,399
Change+402 (+4%)
Value$351.4K (+$21.6K)
Filed 2026-11-06
Heck Capital Advisors, LLC
INCREASED
Shares10,783 from 10,695
Change+88 (+1%)
Value$350.8K (+$11.6K)
Filed 2026-10-14
PTM Wealth Management, LLC
DECREASED
Shares10,743 from 10,808
Change-65 (-1%)
Value$352.9K (-$6.9K)
Filed 2026-10-23
Leeward Financial Partners, LLC
UNCHANGED
Shares10,741 from 10,741
Change0 (0%)
Value$349.4K (+$8.8K)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED
Shares10,683 from 10,602
Change+81 (+1%)
Value$347.5K (+$11.3K)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares10,645 from 6,970
Change+3,675 (+53%)
Value$346.3K (+$125.3K)
Filed 2026-11-04
Carmel Capital Partners, LLC
DECREASED
Shares10,637 from 17,779
Change-7,142 (-40%)
Value$346.0K (-$217.7K)
Filed 2026-11-03
IMG Wealth Management, Inc.
UNCHANGED
Shares10,623 from 10,623
Change0 (0%)
Value$345.6K (+$8.7K)
Filed 2026-10-27
Tiller Private Wealth, Inc.
INCREASED
Shares10,574 from 10,396
Change+178 (+2%)
Value$344.0K (+$14.3K)
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares10,486 from 10,429
Change+57 (+1%)
Value$341.1K (+$10.4K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
NEW
Shares10,237
Change+10,237
Value$333.0K
Filed 2026-10-09
Ejmk Ventures LLC
NEW
Shares10,187
Change+10,187
Value$331.4K
Filed 2026-10-21
Portland Financial Advisors Inc
INCREASED
Shares10,148 from 8,612
Change+1,536 (+18%)
Value$330.1K (+$57.0K)
Filed 2026-10-26
CMG Global Holdings, LLC
NEW
Shares10,144
Change+10,144
Value$330.0K
Filed 2026-10-14
Burford Brothers, Inc.
INCREASED
Shares10,131 from 9,694
Change+437 (+5%)
Value$329.6K (+$22.2K)
Filed 2026-10-21
HCR Wealth Advisors
INCREASED
Shares10,114 from 9,407
Change+707 (+8%)
Value$329.0K (+$30.7K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
NEW
Shares10,078
Change+10,078
Value$361.8K
Filed 2026-11-05
Spectrum Advisors, Inc.
UNCHANGED
Shares10,065 from 10,065
Change0 (0%)
Value$327.4K (+$8.3K)
Filed 2026-11-03
Welch Group, LLC
INCREASED
Shares10,058 from 9,258
Change+800 (+9%)
Value$327.2K (+$33.6K)
Filed 2026-10-29
Chung Wu Investment Group, LLC
NEW
Shares10,000
Change+10,000
Value$325.3K
Filed 2026-11-03
Boomfish Wealth Group, LLC
INCREASED
Shares9,943 from 9,898
Change+45 (+0%)
Value$323.4K (+$9.6K)
Filed 2026-10-22
TKG Advisors, LLC
NEW
Shares9,821
Change+9,821
Value$319.5K
Filed 2026-11-02
R. W. Roge & Company, Inc.
UNCHANGED
Shares9,785 from 9,785
Change0 (0%)
Value$318 (-$309.7K)
Filed 2026-11-04
Western Reserve Capital Management, LLC
UNCHANGED
Shares9,696 from 9,696
Change0 (0%)
Value$315.4K (+$8.0K)
Filed 2026-10-14
Main Street Group, LTD
INCREASED
Shares9,670 from 9,664
Change+6 (+0%)
Value$314.6K (+$8.2K)
Filed 2026-10-28
Johnson Bixby & Associates, LLC
UNCHANGED
Shares9,642 from 9,642
Change0 (0%)
Value$313.7K (+$7.9K)
Filed 2026-10-14
Syntax Research, Inc.
NEW
Shares9,477
Change+9,477
Value$308.3K
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares9,448 from 8,590
Change+858 (+10%)
Value$307.3K (+$35.0K)
Filed 2026-11-05
Glenview Trust Co
NEW
Shares9,429
Change+9,429
Value$306.7K
Filed 2026-10-28
1620 Investment Advisors, Inc.
DECREASED
Shares9,427 from 10,011
Change-584 (-6%)
Value$306.7K (-$10.8K)
Filed 2026-11-04
MBL Wealth, LLC
DECREASED
Shares9,422 from 9,926
Change-504 (-5%)
Value$306.5K (-$8.3K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
DECREASED
Shares9,415 from 9,914
Change-499 (-5%)
Value$306.3K (-$8.1K)
Filed 2026-10-21
Tenret Co LLC
NEW
Shares9,398
Change+9,398
Value$305.7K
Filed 2026-11-02
CPR Investments Inc.
INCREASED
Shares9,397 from 8,918
Change+479 (+5%)
Value$305.7K (+$22.9K)
Filed 2026-10-26
Oakworth Capital, Inc.
DECREASED
Shares9,326 from 9,482
Change-156 (-2%)
Value$303.4K (+$2.7K)
Filed 2026-10-26
Zinnia Wealth Advisory, LLC
NEW
Shares9,282
Change+9,282
Value$301.9K
Filed 2026-11-06
MeadowBrook Investment Advisors LLC
DECREASED
Shares9,272 from 9,737
Change-465 (-5%)
Value$328.2K (+$19.5K)
Filed 2026-10-29
Mindset Wealth Management, LLC
NEW
Shares9,269
Change+9,269
Value$301.5K
Filed 2026-10-19
Quantum Financial Partners LLC
INCREASED
Shares9,192 from 8,597
Change+595 (+7%)
Value$299.0K (+$26.4K)
Filed 2026-10-19
Mallini Complete Financial Planning LLC
NEW
Shares9,186
Change+9,186
Value$298.8K
Filed 2026-10-06
Tcfg Investment Advisors, LLC
INCREASED
Shares9,130 from 8,989
Change+141 (+2%)
Value$297.0K (+$11.9K)
Filed 2026-10-20
Capital Planning LLC
DECREASED
Shares9,124 from 23,998
Change-14,874 (-62%)
Value$296.8K (-$464.2K)
Filed 2026-10-09
Piscataqua Savings Bank
DECREASED
Shares9,118 from 9,718
Change-600 (-6%)
Value$296.5K (-$11.5K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
INCREASED
Shares9,091 from 8,759
Change+332 (+4%)
Value$295.7K (+$18.0K)
Filed 2026-10-30
Analyst IMS Investment Management Services Ltd.
NEW
Shares9,090
Change+9,090
Value$296
Filed 2026-11-05
Argus Investors' Counsel, Inc.
UNCHANGED
Shares9,077 from 9,077
Change0 (0%)
Value$295.3K (+$7.4K)
Filed 2026-10-09
Wespac Advisors SoCal, LLC
UNCHANGED
Shares9,075 from 9,075
Change0 (0%)
Value$295.2K (+$7.4K)
Filed 2026-10-13
Bulwark Capital Corp
DECREASED
Shares9,045 from 9,204
Change-159 (-2%)
Value$294.2K (+$2.4K)
Filed 2026-10-13
Synergy Asset Management, LLC
DECREASED
Shares9,028 from 10,127
Change-1,099 (-11%)
Value$293.7K (-$27.4K)
Filed 2026-11-05
Burney Co/
DECREASED
Shares8,946 from 9,171
Change-225 (-2%)
Value$291.0K (+$224)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares8,944 from 5,651
Change+3,293 (+58%)
Value$291.0K (+$111.8K)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares8,943 from 8,804
Change+139 (+2%)
Value$290.9K (+$11.7K)
Filed 2026-10-07
Accel Wealth Management
NEW
Shares8,940
Change+8,940
Value$290.8K
Filed 2026-10-13
Firethorn Wealth Partners, LLC
INCREASED
Shares8,910 from 8,750
Change+160 (+2%)
Value$289.8K (+$12.4K)
Filed 2026-10-14
Poehling Capital Management, Inc.
NEW
Shares8,906
Change+8,906
Value$289.7K
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares8,892 from 8,418
Change+474 (+6%)
Value$289.3K (+$22.3K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares8,833 from 8,550
Change+283 (+3%)
Value$287.3K (+$16.2K)
Filed 2026-10-23
Gallagher Capital Advisors, LLC
INCREASED
Shares8,802 from 8,742
Change+60 (+1%)
Value$286.3K (+$9.1K)
Filed 2026-10-09
Quadrant Private Wealth Management, LLC
NEW
Shares8,801
Change+8,801
Value$286.3K
Filed 2026-11-04
Bdfs Capital LLC
DECREASED
Shares8,751 from 8,962
Change-211 (-2%)
Value$284.7K (+$472)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares8,738 from 8,733
Change+5 (+0%)
Value$284.2K (+$7.3K)
Filed 2026-10-13
Clientfirst Wealth Management, LLC
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$283.0K (+$7.1K)
Filed 2026-11-04
West Paces Advisors Inc.
DECREASED
Shares8,690 from 8,903
Change-213 (-2%)
Value$282.7K (+$357)
Filed 2026-10-13
Wagner Wealth Management, LLC
INCREASED
Shares8,678 from 8,026
Change+652 (+8%)
Value$282.3K (+$27.8K)
Filed 2026-10-21
Solstein Capital, LLC
UNCHANGED
Shares8,660 from 8,660
Change0 (0%)
Value$281.7K (+$7.1K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares8,602 from 9,527
Change-925 (-10%)
Value$279.8K (-$22.3K)
Filed 2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED
Shares8,595 from 8,595
Change0 (0%)
Value$279.6K (+$7.0K)
Filed 2026-10-21
JAG Capital Management, LLC
INCREASED
Shares8,577 from 8,454
Change+123 (+1%)
Value$279.0K (+$11.0K)
Filed 2026-11-06
Harfst & Associates, Inc.
UNCHANGED
Shares8,552 from 8,552
Change0 (0%)
Value$278.2K (+$7.0K)
Filed 2026-10-20
Argos Wealth Advisors, LLC
UNCHANGED
Shares8,535 from 8,535
Change0 (0%)
Value$277.6K (+$7.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares8,514 from 8,350
Change+164 (+2%)
Value$277.0K (+$12.2K)
Filed 2026-11-03
Birch Hill Investment Advisors LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$276.5K (+$7.0K)
Filed 2026-10-16
Manchester Financial Inc
INCREASED
Shares8,498 from 7,475
Change+1,023 (+14%)
Value$276.4K (+$39.4K)
Filed 2026-10-15
Trust Point Inc.
UNCHANGED
Shares8,494 from 8,494
Change0 (0%)
Value$276.3K (+$7.0K)
Filed 2026-10-27
Daviman Financial, LLC
DECREASED
Shares8,475 from 8,832
Change-357 (-4%)
Value$275.7K (-$4.4K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
NEW
Shares8,457
Change+8,457
Value$275.1K
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares8,413 from 8,396
Change+17 (+0%)
Value$273.7K (+$7.4K)
Filed 2026-10-14
Geneva Partners, LLC
INCREASED
Shares8,404 from 8,311
Change+93 (+1%)
Value$273.4K (+$9.8K)
Filed 2026-10-26
Alternative Investment Advisors, Llc.
INCREASED
Shares8,387 from 7,472
Change+915 (+12%)
Value$272.9K (+$36.0K)
Filed 2026-11-03
Cynosure Group, LLC
UNCHANGED
Shares8,355 from 8,355
Change0 (0%)
Value$271.8K (+$6.9K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares8,317 from 8,317
Change0 (0%)
Value$270.6K (+$6.8K)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares8,259 from 8,067
Change+192 (+2%)
Value$268.7K (+$12.9K)
Filed 2026-10-20
Finer Wealth Management, Inc.
INCREASED
Shares8,222 from 8,195
Change+27 (+0%)
Value$267.5K (+$7.6K)
Filed 2026-10-16
XXI Wealth, LLC
INCREASED
Shares8,201 from 8,199
Change+2 (+0%)
Value$266.8K (+$6.8K)
Filed 2026-10-22
Fortune Financial Group, Inc.
DECREASED
Shares8,192 from 8,863
Change-671 (-8%)
Value$266.5K (-$14.5K)
Filed 2026-10-22
Ballast Financial Advisors LLC
DECREASED
Shares8,188 from 8,276
Change-88 (-1%)
Value$266.4K (+$3.9K)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares8,173 from 6,750
Change+1,423 (+21%)
Value$265.9K (+$51.8K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares8,171 from 9,746
Change-1,575 (-16%)
Value$265.8K (-$43.2K)
Filed 2026-10-29
Cahaba Wealth Management, Inc.
NEW
Shares8,165
Change+8,165
Value$265.6K
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares8,114 from 7,407
Change+707 (+10%)
Value$264.0K (+$29.1K)
Filed 2026-11-06
HMV Wealth Advisors, LLC
UNCHANGED
Shares8,077 from 8,077
Change0 (0%)
Value$262.7K (+$6.6K)
Filed 2026-10-27
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares8,062 from 8,046
Change+16 (+0%)
Value$262.3K (+$7.1K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
UNCHANGED
Shares8,055 from 8,055
Change0 (0%)
Value$262.0K (+$6.6K)
Filed 2026-10-01
Seven Hills Financial, LLC
NEW
Shares8,031
Change+8,031
Value$261.3K
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares8,014 from 8,014
Change0 (0%)
Value$260.7K (+$6.6K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
INCREASED
Shares8,004 from 7,433
Change+571 (+8%)
Value$260.4K (+$24.7K)
Filed 2026-10-27
New Hampshire Trust
UNCHANGED
Shares7,898 from 7,898
Change0 (0%)
Value$256.9K (+$6.5K)
Filed 2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares7,875 from 10,425
Change-2,550 (-24%)
Value$256.2K (-$74.4K)
Filed 2026-11-06
Castleview Partners, LLC
NEW
Shares7,846
Change+7,846
Value$255.2K
Filed 2026-10-09
Peak Financial Management, Inc.
UNCHANGED
Shares7,802 from 7,802
Change0 (0%)
Value$253.8K (+$6.4K)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
DECREASED
Shares7,756 from 8,257
Change-501 (-6%)
Value$252.3K (-$9.5K)
Filed 2026-10-21
Heritage Investors Management Corp
UNCHANGED
Shares7,713 from 7,713
Change0 (0%)
Value$251 (-$244.7K)
Filed 2026-10-29
Guerra PAN Advisors, LLC
UNCHANGED
Shares7,707 from 7,707
Change0 (0%)
Value$263.9K (+$19.5K)
Filed 2026-10-26
Maple Capital Management, Inc.
DECREASED
Shares7,695 from 9,850
Change-2,155 (-22%)
Value$250.3K (-$62.0K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares7,678 from 10,274
Change-2,596 (-25%)
Value$249.8K (-$76.0K)
Filed 2026-10-30
Prospera Capital Management, LLC
INCREASED
Shares7,664 from 7,382
Change+282 (+4%)
Value$249.3K (+$11.3K)
Filed 2026-10-19
Private Wealth Group, LLC
UNCHANGED
Shares7,659 from 7,659
Change0 (0%)
Value$249.1K (+$6.3K)
Filed 2026-10-19
Diligent Investors, LLC
INCREASED
Shares7,642 from 7,600
Change+42 (+1%)
Value$248.6K (+$7.6K)
Filed 2026-10-21
Boyum Wealth Architects LLC
DECREASED
Shares7,631 from 31,854
Change-24,223 (-76%)
Value$249.7K (-$787.5K)
Filed 2026-10-06
National Wealth Management Group, LLC
INCREASED
Shares7,572 from 6,979
Change+593 (+9%)
Value$246.3K (+$25.0K)
Filed 2026-10-26
Flavin Financial Services, Inc.
INCREASED
Shares7,526 from 7,466
Change+60 (+1%)
Value$244.8K (+$8.1K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares7,515 from 18,405
Change-10,890 (-59%)
Value$244 (-$583.8K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
INCREASED
Shares7,510 from 7,506
Change+4 (+0%)
Value$244.3K (+$6.3K)
Filed 2026-10-27
Norden Group LLC
INCREASED
Shares7,507 from 7,482
Change+25 (+0%)
Value$244.2K (+$6.9K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$244.0K (+$6.2K)
Filed 2026-10-22
PUREfi Wealth, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$244.0K (+$6.2K)
Filed 2026-10-19
Merited Wealth, LLC
DECREASED
Shares7,490 from 10,130
Change-2,640 (-26%)
Value$243.6K (-$77.6K)
Filed 2026-10-13
Veratis Advisors, Inc.
INCREASED
Shares7,466 from 7,460
Change+6 (+0%)
Value$242.9K (+$6.3K)
Filed 2026-11-03
Vima LLC
INCREASED
Shares7,445 from 6,210
Change+1,235 (+20%)
Value$242.2K (+$45.3K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED
Shares7,426 from 21,313
Change-13,887 (-65%)
Value$241.6K (-$434.3K)
Filed 2026-11-05
Mccarter Private Wealth Services LLC
NEW
Shares7,386
Change+7,386
Value$240.3K
Filed 2026-10-22
FCG Investment Co
NEW
Shares7,357
Change+7,357
Value$239.3K
Filed 2026-10-13
MKD Wealth Coaches, LLC
UNCHANGED
Shares7,261 from 7,261
Change0 (0%)
Value$236.2K (+$6.0K)
Filed 2026-10-09
Ethic Inc.
NEW
Shares7,247
Change+7,247
Value$235.7K
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
NEW
Shares7,225
Change+7,225
Value$235.0K
Filed 2026-10-09
Carson Advisory Inc.
INCREASED
Shares7,217 from 7,133
Change+84 (+1%)
Value$234.8K (+$8.6K)
Filed 2026-11-06
Anchor Capital Advisors LLC
DECREASED
Shares7,216 from 11,061
Change-3,845 (-35%)
Value$234.7K (-$116.0K)
Filed 2026-11-05
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares7,191 from 7,191
Change0 (0%)
Value$233.9K (+$5.9K)
Filed 2026-10-22
Westside Investment Management, Inc.
UNCHANGED
Shares7,175 from 7,175
Change0 (0%)
Value$234.4K (+$6.9K)
Filed 2026-11-02
Bull Oak Capital, LLC
UNCHANGED
Shares7,173 from 7,173
Change0 (0%)
Value$233.3K (+$5.9K)
Filed 2026-10-23
BAR Harbor Wealth Management
UNCHANGED
Shares7,161 from 7,161
Change0 (0%)
Value$232.9K (+$5.9K)
Filed 2026-10-21
Birch Financial Group, LLC
DECREASED
Shares7,152 from 7,678
Change-526 (-7%)
Value$232.7K (-$10.8K)
Filed 2026-10-27
Triangle Securities Wealth Management
DECREASED
Shares7,148 from 7,648
Change-500 (-7%)
Value$232.5K (-$10.0K)
Filed 2026-10-14
MFG Investments, LLC
NEW
Shares7,146
Change+7,146
Value$232.5K
Filed 2026-10-30
Gibson Capital, LLC
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$232.4K (+$5.9K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
UNCHANGED
Shares7,118 from 7,118
Change0 (0%)
Value$231.5K (+$4.8K)
Filed 2026-10-09
Peoples Bank
DECREASED
Shares7,101 from 7,253
Change-152 (-2%)
Value$231.0K (+$1.0K)
Filed 2026-10-26
Harbor Group, Inc.
INCREASED
Shares7,090 from 7,083
Change+7 (+0%)
Value$230.6K (+$6.0K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
INCREASED
Shares7,012 from 6,481
Change+531 (+8%)
Value$228.1K (+$22.6K)
Filed 2026-10-15
Elevated Financial Group LLC
DECREASED
Shares6,987 from 6,989
Change-2 (0%)
Value$227.3K (+$5.7K)
Filed 2026-10-16
Chatham Capital Group, Inc.
UNCHANGED
Shares6,975 from 6,975
Change0 (0%)
Value$226.9K (+$5.7K)
Filed 2026-10-16
Westhampton Capital, LLC
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$226.4K (+$5.7K)
Filed 2026-10-30
Carter Financial Group, Inc.
NEW
Shares6,955
Change+6,955
Value$226.3K
Filed 2026-10-21
Base Wealth Management LLC
NEW
Shares6,939
Change+6,939
Value$225.7K
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares6,926 from 6,920
Change+6 (+0%)
Value$225.3K (+$5.9K)
Filed 2026-11-05
Canopy Partners, LLC
DECREASED
Shares6,921 from 7,486
Change-565 (-8%)
Value$225.2K (-$12.2K)
Filed 2026-10-28
TTP Investments, Inc.
NEW
Shares6,912
Change+6,912
Value$224.8K
Filed 2026-10-30
Buckhead Capital Management LLC
DECREASED
Shares6,900 from 6,950
Change-50 (-1%)
Value$224.5K (+$4.1K)
Filed 2026-11-03
TrustBank
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$224.5K (+$5.7K)
Filed 2026-10-20
Ferguson Shapiro LLC
NEW
Shares6,895
Change+6,895
Value$224.3K
Filed 2026-10-16
Confluence Wealth Services, Inc.
DECREASED
Shares6,887 from 8,103
Change-1,216 (-15%)
Value$224.0K (-$32.9K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares6,875 from 6,718
Change+157 (+2%)
Value$224 (-$212.8K)
Filed 2026-10-28
Fairfield Financial Advisors, LTD
DECREASED
Shares6,871 from 9,646
Change-2,775 (-29%)
Value$223.5K (-$82.4K)
Filed 2026-10-14
PMG Family Office LLC
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$221.2K (+$5.6K)
Filed 2026-10-19
Norris Perne & French LLP
UNCHANGED
Shares6,794 from 6,794
Change0 (0%)
Value$221.0K (+$5.6K)
Filed 2026-10-23
Rockwood Wealth Management, LLC
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$220.2K (+$5.6K)
Filed 2026-10-27
Vontobel Holding Ltd.
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$219.6K (+$5.5K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares6,744 from 6,843
Change-99 (-1%)
Value$220.2K (-$446)
Filed 2026-10-19
Cooper S Advisors, LLC
NEW
Shares6,723
Change+6,723
Value$218.7K
Filed 2026-11-03
Briggs Wealth Management, Inc
UNCHANGED
Shares6,708 from 6,708
Change0 (0%)
Value$218.2K (+$5.5K)
Filed 2026-10-26
Northeast Investment Management
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$217.8K (+$5.5K)
Filed 2026-10-30
Mainstream Capital Management LLC
UNCHANGED
Shares6,649 from 6,649
Change0 (0%)
Value$216.3K (+$5.5K)
Filed 2026-10-23
Quartz Partners, LLC
NEW
Shares6,640
Change+6,640
Value$216.0K
Filed 2026-11-03
Alpine Bank Wealth Management
UNCHANGED
Shares6,636 from 6,636
Change0 (0%)
Value$215.9K (+$5.4K)
Filed 2026-10-16
Rydar Equities, Inc.
INCREASED
Shares6,620 from 6,568
Change+52 (+1%)
Value$216.2K (+$718)
Filed 2026-10-13
Matrix Asset Advisors Inc
INCREASED
Shares6,579 from 6,533
Change+46 (+1%)
Value$214.0K (+$6.9K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares6,554 from 6,550
Change+4 (+0%)
Value$213.2K (+$5.5K)
Filed 2026-10-23
Clear Harbor Asset Management, LLC
UNCHANGED
Shares6,493 from 6,493
Change0 (0%)
Value$211.2K (+$5.3K)
Filed 2026-11-05
Tactive Advisors, LLC
INCREASED
Shares6,466 from 6,437
Change+29 (+0%)
Value$210.3K (+$6.2K)
Filed 2026-10-08
Armbruster Capital Management, Inc.
NEW
Shares6,458
Change+6,458
Value$210.1K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares6,432
Change+6,432
Value$209.2K
Filed 2026-10-30
FWG Investments, Llc.
DECREASED
Shares6,429 from 6,802
Change-373 (-5%)
Value$209.1K (-$6.5K)
Filed 2026-11-03
Weinberger Asset Management, Inc
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$208.2K (-$6.6K)
Filed 2026-10-28
Salvus Wealth Management, LLC
NEW
Shares6,387
Change+6,387
Value$207.8K
Filed 2026-10-13
JIM Saulnier & Associates, LLC
NEW
Shares6,340
Change+6,340
Value$206.2K
Filed 2026-11-04
Tortoise Investment Management, LLC
UNCHANGED
Shares6,338 from 6,338
Change0 (0%)
Value$206.2K (+$5.2K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
NEW
Shares6,318
Change+6,318
Value$205.5K
Filed 2026-10-15
Gryphon Financial Partners LLC
NEW
Shares6,302
Change+6,302
Value$205.0K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares6,266
Change+6,266
Value$203.8K
Filed 2026-11-04
Farrow Financial, Inc.
NEW
Shares6,239
Change+6,239
Value$203.0K
Filed 2026-10-30
United Community Bank
UNCHANGED
Shares6,189 from 6,189
Change0 (0%)
Value$201.3K (+$5.1K)
Filed 2026-10-28
FSA Investment Group, LLC
NEW
Shares6,178
Change+6,178
Value$201.0K
Filed 2026-10-07
Shah Wealth Advisors, LLC
NEW
Shares6,150
Change+6,150
Value$200.0K
Filed 2026-11-06
DecisionPoint Financial, LLC
INCREASED
Shares6,072 from 5,418
Change+654 (+12%)
Value$198.3K (+$25.7K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
DECREASED
Shares6,061 from 6,141
Change-80 (-1%)
Value$197.2K (+$2.4K)
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$195.2K (+$4.9K)
Filed 2026-10-07
Ameliora Wealth Management Ltd.
INCREASED
Shares5,785 from 4,000
Change+1,785 (+45%)
Value$188.2K (+$61.3K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares5,684 from 5,656
Change+28 (+1%)
Value$185.6K (+$5.5K)
Filed 2026-10-09
West Financial Advisors, LLC
DECREASED
Shares5,651 from 5,926
Change-275 (-5%)
Value$183.8K (-$4.1K)
Filed 2026-10-22
John Boyer, Inc.
NEW
Shares5,497
Change+5,497
Value$178.8K
Filed 2026-10-27
Stone House Investment Management, LLC
INCREASED
Shares5,354 from 5,331
Change+23 (+0%)
Value$174.2K (+$5.1K)
Filed 2026-10-23
Accordant Advisory Group Inc
DECREASED
Shares5,348 from 5,350
Change-2 (0%)
Value$174.0K (+$4.3K)
Filed 2026-10-29
IAG Wealth Partners, LLC
INCREASED
Shares5,272 from 4,308
Change+964 (+22%)
Value$171.5K (+$34.9K)
Filed 2026-11-06
Cdkv Holdings LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$165.9K (+$4.2K)
Filed 2026-10-28
Nfsg Corp
INCREASED
Shares5,094 from 2,833
Change+2,261 (+80%)
Value$165.7K (+$75.9K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
INCREASED
Shares4,972 from 1,635
Change+3,337 (+204%)
Value$161.7K (+$109.9K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares4,846 from 522
Change+4,324 (+828%)
Value$157.7K (+$141.1K)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares4,845 from 8,130
Change-3,285 (-40%)
Value$157.6K (-$100.2K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$142.7K (+$3.6K)
Filed 2026-10-22
McCarley & Cook Financial Planners
DECREASED
Shares4,343 from 9,308
Change-4,965 (-53%)
Value$141.3K (-$153.9K)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$139.9K (+$3.5K)
Filed 2026-11-03
Granville Capital, Inc.
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$128.2K (+$3.2K)
Filed 2026-11-05
Arlington Trust Co LLC
INCREASED
Shares3,890 from 3,000
Change+890 (+30%)
Value$126.5K (+$31.4K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares3,765 from 3,778
Change-13 (0%)
Value$122.5K (+$2.7K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares3,697
Change+3,697
Value$120.3K
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
NEW
Shares3,695
Change+3,695
Value$120.2K
Filed 2026-10-15
Navigoe, LLC
UNCHANGED
Shares3,663 from 3,663
Change0 (0%)
Value$119 (-$115.9K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED
Shares3,562 from 3,561
Change+1 (+0%)
Value$115.9K (+$2.9K)
Filed 2026-10-19
SJS Investment Consulting Inc.
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$110.3K (+$2.8K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$106.0K ($0)
Filed 2026-11-05
Union Savings Bank
INCREASED
Shares3,337 from 2,824
Change+513 (+18%)
Value$108.5K (+$19.0K)
Filed 2026-10-14
Byrne Asset Management LLC
INCREASED
Shares3,313 from 806
Change+2,507 (+311%)
Value$108.2K (+$82.6K)
Filed 2026-10-06
Lloyd Advisory Services, Llc.
INCREASED
Shares3,240 from 4
Change+3,236 (+80900%)
Value$105.4K (+$105.3K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$104.0K (+$2.6K)
Filed 2026-10-20
Weaver Capital Management LLC
INCREASED
Shares3,079 from 3,030
Change+49 (+2%)
Value$100.2K (+$7.2K)
Filed 2026-10-15
Essential Investment Partners LLC
NEW
Shares3,075
Change+3,075
Value$100.0K
Filed 2026-10-27
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$97.6K (+$2.5K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares2,711 from 2,647
Change+64 (+2%)
Value$88.2K (+$4.3K)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$84.5K (+$2.1K)
Filed 2026-10-26
James T. Borello RIA
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$82.0K (+$2.1K)
Filed 2026-10-16
Barrett & Company, Inc.
INCREASED
Shares2,500 from 1,645
Change+855 (+52%)
Value$81.3K (+$29.2K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares2,481 from 2,033
Change+448 (+22%)
Value$80.7K (+$16.3K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares2,389 from 2,084
Change+305 (+15%)
Value$77.7K (+$11.6K)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$77.3K (+$1.9K)
Filed 2026-10-26
True Wealth Design, LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$76.9K (+$1.9K)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares2,279
Change+2,279
Value$74.1K
Filed 2026-10-09
Evermay Wealth Management LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$73.2K (+$1.8K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,217 from 2,604
Change-387 (-15%)
Value$72.1K (-$10.5K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares2,103 from 2,114
Change-11 (-1%)
Value$68 (-$66.9K)
Filed 2026-10-30
Wealth Analytics Partners, LLC
NEW
Shares2,040
Change+2,040
Value$66.4K
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$65.1K (+$1.6K)
Filed 2026-11-02
Phillips Financial Management, LLC
INCREASED
Shares1,950 from 810
Change+1,140 (+141%)
Value$63.4K (+$37.7K)
Filed 2026-10-19
Roxbury Financial LLC
DECREASED
Shares1,866 from 2,007
Change-141 (-7%)
Value$60.7K (-$2.9K)
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,829 from 1,839
Change-10 (-1%)
Value$59.5K (+$1.2K)
Filed 2026-10-30
Addison Advisors LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$58.9K (+$1.5K)
Filed 2026-11-06
Catherine Avery Investment Management LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$58.7K (+$1.5K)
Filed 2026-10-14
Highline Wealth Partners LLC
NEW
Shares1,754
Change+1,754
Value$57.1K
Filed 2026-10-19
Kennebec Savings Bank
INCREASED
Shares1,678 from 1,671
Change+7 (+0%)
Value$54.6K (+$1.6K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares1,555
Change+1,555
Value$50.6K
Filed 2026-10-19
Maseco LLP
NEW
Shares1,527
Change+1,527
Value$49.7K
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$53.6K (+$5.9K)
Filed 2026-10-30
Private Wealth Management Group, LLC
INCREASED
Shares1,428 from 496
Change+932 (+188%)
Value$46.5K (+$30.7K)
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$46.3K (+$1.2K)
Filed 2026-10-30
Thompson Investment Management, Inc.
INCREASED
Shares1,353 from 1,351
Change+2 (+0%)
Value$44.0K (+$1.1K)
Filed 2026-10-14
Fairman Group, LLC
INCREASED
Shares1,311 from 1,304
Change+7 (+1%)
Value$42.7K (+$1.3K)
Filed 2026-10-26
Sage Mountain Advisors LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$39.7K (+$1.0K)
Filed 2026-11-02
Transce3nd, LLC
DECREASED
Shares1,191 from 1,261
Change-70 (-6%)
Value$41.3K (+$424)
Filed 2026-10-26
MB, Levis & Associates, LLC
INCREASED
Shares1,161 from 1,151
Change+10 (+1%)
Value$37.8K (+$1.2K)
Filed 2026-10-16
Hanson & Doremus Investment Management
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$38 (-$37.0K)
Filed 2026-10-16
Blueline Advisors LLC
INCREASED
Shares1,152 from 1,120
Change+32 (+3%)
Value$37.5K (+$2.0K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,061 from 948
Change+113 (+12%)
Value$34.5K (+$4.5K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$34.2K (+$863)
Filed 2026-10-16
Ashton Thomas Securities, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$34.2K (+$861)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$34.2K (+$861)
Filed 2026-10-14
MilWealth Group LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$32.2K (+$812)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$31.7K (+$798)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$31.2K (+$787)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares957 from 266
Change+691 (+260%)
Value$31.1K (+$22.7K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$31.1K (+$783)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares923 from 990
Change-67 (-7%)
Value$30.0K (-$1.4K)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$28.2K (+$710)
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares852
Change+852
Value$27.7K
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares845 from 2,813
Change-1,968 (-70%)
Value$27.5K (-$61.7K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$27.3K (+$689)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$25.8K (+$649)
Filed 2026-10-15
Activest Wealth Management
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$24.8K (+$625)
Filed 2026-10-15
Beacon Financial Strategies Corp
INCREASED
Shares748 from 744
Change+4 (+1%)
Value$24.3K (+$744)
Filed 2026-10-14
New England Capital Financial Advisors LLC
DECREASED
Shares615 from 648
Change-33 (-5%)
Value$20.0K (-$545)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares600
Change+600
Value$19.5K
Filed 2026-10-27
Birchbrook, Inc.
INCREASED
Shares573 from 569
Change+4 (+1%)
Value$18.7K (+$593)
Filed 2026-10-14
Tower View Wealth Management LLC
DECREASED
Shares572 from 711
Change-139 (-20%)
Value$18.6K (-$3.9K)
Filed 2026-10-23
Financially Speaking Inc
NEW
Shares548
Change+548
Value$17.8K
Filed 2026-11-05
Friedenthal Financial
NEW
Shares542
Change+542
Value$17.6K
Filed 2026-10-27
Provident Wealth Management, LLC
DECREASED
Shares537 from 9,442
Change-8,905 (-94%)
Value$17.5K (-$282.0K)
Filed 2026-10-20
Heritage Family Offices, LLP
NEW
Shares513
Change+513
Value$16.7K
Filed 2026-11-02
Canton Hathaway, LLC
NEW
Shares482
Change+482
Value$15.7K
Filed 2026-10-23
First Pacific Financial
INCREASED
Shares451 from 448
Change+3 (+1%)
Value$14.7K (+$485)
Filed 2026-10-14
High Note Wealth, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$14.6K (+$355)
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$14.6K (+$369)
Filed 2026-10-01
Align Financial, LLC
NEW
Shares441
Change+441
Value$14.3K
Filed 2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$14.3K (+$362)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$13.0K (+$327)
Filed 2026-10-29
Tradewinds Capital Management, LLC
DECREASED
Shares397 from 1,088
Change-691 (-64%)
Value$12.9K (-$21.6K)
Filed 2026-10-23
Hoey Investments, Inc
INCREASED
Shares394 from 293
Change+101 (+34%)
Value$12.8K (+$3.5K)
Filed 2026-10-29
Strategic Advocates LLC
DECREASED
Shares387 from 428
Change-41 (-10%)
Value$12.6K (-$983)
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$12.2K (+$307)
Filed 2026-10-22
Tompkins Financial Corp
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$11.5K (+$289)
Filed 2026-10-05
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$11.2K (+$282)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$10.6K (+$267)
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.8K (+$246)
Filed 2026-10-01
Legacy Bridge, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.8K (+$246)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares231
Change+231
Value$7.5K
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
NEW
Shares225
Change+225
Value$7.3K
Filed 2026-11-03
Financial Management Professionals, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$7.3K (+$184)
Filed 2026-10-23
Networth Advisors, LLC
INCREASED
Shares224 from 70
Change+154 (+220%)
Value$7.3K (+$5.1K)
Filed 2026-11-03
Western Pacific Wealth Management, LP
INCREASED
Shares224 from 222
Change+2 (+1%)
Value$7.3K (+$241)
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares202 from 100
Change+102 (+102%)
Value$6.6K (+$3.4K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$6.5K (+$165)
Filed 2026-10-28
Adkins Seale Capital Management LLC
NEW
Shares183
Change+183
Value$6.0K
Filed 2026-10-27
Citizens National Bank Trust Department
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$5.9K (+$147)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$5.7K (+$142)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares165
Change+165
Value$5.4K
Filed 2026-11-05
Kozak & Associates, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$5.4K (+$502)
Filed 2026-10-29
Winch Advisory Services, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$13.6K (+$797)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$3.9K (+$99)
Filed 2026-10-05
Northstar Asset Management Co
INCREASED
Shares107 from 7
Change+100 (+1429%)
Value$3.7K (+$3.5K)
Filed 2026-10-22
Chilton Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.3K (+$82)
Filed 2026-10-28
Hara Capital LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.2K (+$80)
Filed 2026-10-30
High Point Wealth Management, LLC
NEW
Shares95
Change+95
Value$3.1K
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.0K (+$76)
Filed 2026-10-06
Advocate Investing Services LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$2.8K (+$92)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.5K (+$64)
Filed 2026-10-28
Gleason Group, Inc.
INCREASED
Shares77 from 76
Change+1 (+1%)
Value$2.5K (+$82)
Filed 2026-10-15
POM Investment Strategies, LLC
INCREASED
Shares63 from 45
Change+18 (+40%)
Value$2.0K (+$622)
Filed 2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1 ($0)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED
Shares20 from 40
Change-20 (-50%)
Value$651 (-$619)
Filed 2026-11-03
Your Advocates Ltd., LLP
INCREASED
Shares11 from 7
Change+4 (+57%)
Value$373 (+$151)
Filed 2026-11-03
RHL Group, LLC
DECREASED
Shares9 from 137
Change-128 (-93%)
Value$287 (-$4.1K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$195 (+$5)
Filed 2026-10-20
Eukles Asset Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$65 (+$2)
Filed 2026-11-04
Mascoma Wealth Management LLC
NEW
Shares0
Change0
Value$4
Filed 2026-10-23
Sunesis Advisors, LLC
CLOSED
Shares0 from 30,009
Change-30,009 (-100%)
Value$0 (-$951.6K)
Filed 2026-10-26
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 28,896
Change-28,896 (-100%)
Value$0 (-$916.3K)
Filed 2026-10-09
Nixon Peabody Trust Co
CLOSED
Shares0 from 24,843
Change-24,843 (-100%)
Value$0 (-$787.8K)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 23,599
Change-23,599 (-100%)
Value$0 (-$748.3K)
Filed 2026-11-05
SVB Wealth LLC
CLOSED
Shares0 from 22,531
Change-22,531 (-100%)
Value$0 (-$714.5K)
Filed 2026-11-06
OMC Financial Services LTD
CLOSED
Shares0 from 21,783
Change-21,783 (-100%)
Value$0 (-$690.7K)
Filed 2026-10-19
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 18,704
Change-18,704 (-100%)
Value$0 (-$593.1K)
Filed 2026-11-02
One Way Holdings LLC
CLOSED
Shares0 from 18,088
Change-18,088 (-100%)
Value$0 (-$573.6K)
Filed 2026-10-29
Sanchez Wealth Management Group
CLOSED
Shares0 from 15,829
Change-15,829 (-100%)
Value$0 (-$501.9K)
Filed 2026-11-02
Legacy Advisory Services, LLC
CLOSED
Shares0 from 11,197
Change-11,197 (-100%)
Value$0 (-$355.1K)
Filed 2026-10-20
Apeiron RIA LLC
CLOSED
Shares0 from 10,822
Change-10,822 (-100%)
Value$0 (-$343.2K)
Filed 2026-10-08
Northcape Wealth Management, LLC
CLOSED
Shares0 from 10,800
Change-10,800 (-100%)
Value$0 (-$342.5K)
Filed 2026-11-04
Procyon Advisors, LLC
CLOSED
Shares0 from 10,203
Change-10,203 (-100%)
Value$0 (-$323.5K)
Filed 2026-10-21
North Capital, Inc.
CLOSED
Shares0 from 9,834
Change-9,834 (-100%)
Value$0 (-$311.8K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 9,631
Change-9,631 (-100%)
Value$0 (-$305.4K)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 7,868
Change-7,868 (-100%)
Value$0 (-$249.5K)
Filed 2026-11-06
Trilogy Capital Inc.
CLOSED
Shares0 from 7,387
Change-7,387 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 7,359
Change-7,359 (-100%)
Value$0 (-$233.4K)
Filed 2026-11-02
Luminvest Wealth Management LLC
CLOSED
Shares0 from 7,263
Change-7,263 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
CLOSED
Shares0 from 7,200
Change-7,200 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-19
Investment Management Associates Inc
CLOSED
Shares0 from 7,046
Change-7,046 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-29
Busey Bank
CLOSED
Shares0 from 6,837
Change-6,837 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-26
Schaper Benz & Wise Investment Counsel Inc
CLOSED
Shares0 from 6,717
Change-6,717 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-09
Purkiss Capital Advisors LLC
CLOSED
Shares0 from 6,391
Change-6,391 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-06
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 6,318
Change-6,318 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 6,313
Change-6,313 (-100%)
Value$0 (-$200.2K)
Filed 2026-11-02
Zega Investments, LLC
CLOSED
Shares0 from 5,203
Change-5,203 (-100%)
Value$0 (-$165.0K)
Filed 2026-11-04
Park National Corp
CLOSED
Shares0 from 4,845
Change-4,845 (-100%)
Value$0 (-$153.6K)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 4,623
Change-4,623 (-100%)
Value$0 (-$146.6K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 3,165
Change-3,165 (-100%)
Value$0 (-$100.4K)
Filed 2026-10-29
Deutsche Bank Ag\
CLOSED
Shares0 from 2,925
Change-2,925 (-100%)
Value$0 (-$92.8K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 2,735
Change-2,735 (-100%)
Value$0 (-$86.7K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 2,499
Change-2,499 (-100%)
Value$0 (-$82.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,493
Change-2,493 (-100%)
Value$0 (-$79.0K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$76.1K)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$43.3K)
Filed 2026-11-05
Merrithew & Thorsten Inc
CLOSED
Shares0 from 941
Change-941 (-100%)
Value$0 (-$29)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-22
Atwood & Palmer Inc
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-08
Summit Securities Group LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-05
Clean Yield Group
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-28
United Financial Planning Group LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-04
Go Invest LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-09
Atlantic Edge Private Wealth Management, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-20
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Affinity Wealth LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$666)
Filed 2026-11-03
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$165)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.4M (+$1.6M)
Filed 2026-10-29
Sumitomo Life Insurance Co
N/A
Shares— from 59,569,934
Change-59,569,934 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 35,964,374
Change-35,964,374 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,882,415
Change-27,882,415 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,487,103
Change-25,487,103 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,067,002
Change-18,067,002 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,667,059
Change-17,667,059 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,272,113
Change-14,272,113 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,574,503
Change-13,574,503 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,398,710
Change-13,398,710 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 12,619,208
Change-12,619,208 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,007,943
Change-11,007,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,869,562
Change-10,869,562 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,190,067
Change-10,190,067 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,187,261
Change-8,187,261 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,973,748
Change-6,973,748 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,750,017
Change-6,750,017 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,233,348
Change-6,233,348 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,312,613
Change-5,312,613 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,226,355
Change-5,226,355 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,932,758
Change-4,932,758 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,890,026
Change-3,890,026 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,205,319
Change-3,205,319 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,989,722
Change-2,989,722 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,835,812
Change-2,835,812 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,522,251
Change-2,522,251 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,324,517
Change-2,324,517 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,289,163
Change-2,289,163 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,080,899
Change-2,080,899 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,054,311
Change-2,054,311 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,043,019
Change-2,043,019 (-100%)
Value—
Charles Schwab Trust Bank
N/A
Shares— from 1,963,094
Change-1,963,094 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,921,962
Change-1,921,962 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,906,589
Change-1,906,589 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,868,823
Change-1,868,823 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,841,246
Change-1,841,246 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,816,438
Change-1,816,438 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,759,557
Change-1,759,557 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,719,889
Change-1,719,889 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,718,037
Change-1,718,037 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,688,134
Change-1,688,134 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,478,320
Change-1,478,320 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,464,701
Change-1,464,701 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,435,868
Change-1,435,868 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,371,794
Change-1,371,794 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,313,803
Change-1,313,803 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,262,852
Change-1,262,852 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,255,770
Change-1,255,770 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,230,371
Change-1,230,371 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,221,445
Change-1,221,445 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,213,720
Change-1,213,720 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,191,565
Change-1,191,565 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,108,518
Change-1,108,518 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,064,829
Change-1,064,829 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,061,177
Change-1,061,177 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,039,042
Change-1,039,042 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,029,470
Change-1,029,470 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 990,458
Change-990,458 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 986,443
Change-986,443 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 945,328
Change-945,328 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 930,420
Change-930,420 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 922,147
Change-922,147 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 906,142
Change-906,142 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 878,572
Change-878,572 (-100%)
Value—
FMR LLC
N/A
Shares— from 877,326
Change-877,326 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 874,061
Change-874,061 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 858,029
Change-858,029 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 836,981
Change-836,981 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 818,307
Change-818,307 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 812,806
Change-812,806 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 807,902
Change-807,902 (-100%)
Value—
WIT, LLC
N/A
Shares— from 786,995
Change-786,995 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 753,185
Change-753,185 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 753,060
Change-753,060 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 752,164
Change-752,164 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 746,317
Change-746,317 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 744,672
Change-744,672 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 731,730
Change-731,730 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 705,544
Change-705,544 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 685,875
Change-685,875 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 672,307
Change-672,307 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 645,546
Change-645,546 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 641,163
Change-641,163 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 632,443
Change-632,443 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 617,652
Change-617,652 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 602,649
Change-602,649 (-100%)
Value—
&partners
N/A
Shares— from 598,106
Change-598,106 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 597,717
Change-597,717 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 595,933
Change-595,933 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 590,596
Change-590,596 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 578,519
Change-578,519 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 574,381
Change-574,381 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 569,163
Change-569,163 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 558,773
Change-558,773 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 558,571
Change-558,571 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 552,588
Change-552,588 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 550,939
Change-550,939 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 549,648
Change-549,648 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 540,267
Change-540,267 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 536,364
Change-536,364 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 535,292
Change-535,292 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 517,197
Change-517,197 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 514,953
Change-514,953 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 506,762
Change-506,762 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 492,325
Change-492,325 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 485,030
Change-485,030 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 484,713
Change-484,713 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 459,308
Change-459,308 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 452,686
Change-452,686 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 452,483
Change-452,483 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 449,966
Change-449,966 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 433,016
Change-433,016 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 422,715
Change-422,715 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 416,241
Change-416,241 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 399,879
Change-399,879 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 399,700
Change-399,700 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 397,125
Change-397,125 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 386,969
Change-386,969 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 382,593
Change-382,593 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 379,548
Change-379,548 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 363,376
Change-363,376 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 360,484
Change-360,484 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 359,359
Change-359,359 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 358,450
Change-358,450 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 357,685
Change-357,685 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 352,790
Change-352,790 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 350,749
Change-350,749 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 349,290
Change-349,290 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 346,246
Change-346,246 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 342,607
Change-342,607 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 339,120
Change-339,120 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 335,788
Change-335,788 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 334,109
Change-334,109 (-100%)
Value—
Betterment LLC
N/A
Shares— from 325,702
Change-325,702 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 323,324
Change-323,324 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 320,292
Change-320,292 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 317,239
Change-317,239 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 313,962
Change-313,962 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 309,885
Change-309,885 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 308,724
Change-308,724 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 306,387
Change-306,387 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 295,957
Change-295,957 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 294,746
Change-294,746 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 293,484
Change-293,484 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 292,407
Change-292,407 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 290,110
Change-290,110 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 289,514
Change-289,514 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 285,201
Change-285,201 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 280,122
Change-280,122 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 278,646
Change-278,646 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 278,061
Change-278,061 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 273,905
Change-273,905 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 273,689
Change-273,689 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 273,635
Change-273,635 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 264,504
Change-264,504 (-100%)
Value—
Nwam LLC
N/A
Shares— from 261,366
Change-261,366 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 259,619
Change-259,619 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 258,744
Change-258,744 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 258,618
Change-258,618 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 255,265
Change-255,265 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 255,090
Change-255,090 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 254,527
Change-254,527 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 252,183
Change-252,183 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 250,932
Change-250,932 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 250,849
Change-250,849 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 247,482
Change-247,482 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 246,850
Change-246,850 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 246,074
Change-246,074 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 245,374
Change-245,374 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 244,080
Change-244,080 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 241,721
Change-241,721 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 241,204
Change-241,204 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 239,184
Change-239,184 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 238,112
Change-238,112 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 236,767
Change-236,767 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 236,418
Change-236,418 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 226,442
Change-226,442 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 224,866
Change-224,866 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 224,534
Change-224,534 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 221,245
Change-221,245 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 220,610
Change-220,610 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 217,937
Change-217,937 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 217,600
Change-217,600 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 217,560
Change-217,560 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 214,741
Change-214,741 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 212,738
Change-212,738 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 211,702
Change-211,702 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 210,424
Change-210,424 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 206,511
Change-206,511 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 201,757
Change-201,757 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 201,280
Change-201,280 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 200,385
Change-200,385 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 199,899
Change-199,899 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 198,416
Change-198,416 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 192,929
Change-192,929 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 189,755
Change-189,755 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 189,626
Change-189,626 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 188,925
Change-188,925 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 186,368
Change-186,368 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 186,000
Change-186,000 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 182,438
Change-182,438 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 182,267
Change-182,267 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 179,579
Change-179,579 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 179,578
Change-179,578 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 178,765
Change-178,765 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 178,128
Change-178,128 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 177,935
Change-177,935 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 177,799
Change-177,799 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 175,514
Change-175,514 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 175,493
Change-175,493 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 172,317
Change-172,317 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 167,883
Change-167,883 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 167,288
Change-167,288 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 166,691
Change-166,691 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 165,936
Change-165,936 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 161,217
Change-161,217 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 160,414
Change-160,414 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 160,369
Change-160,369 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 160,200
Change-160,200 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 155,045
Change-155,045 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 154,144
Change-154,144 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 152,467
Change-152,467 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 152,398
Change-152,398 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 151,922
Change-151,922 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 149,936
Change-149,936 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 148,062
Change-148,062 (-100%)
Value—
Commerce Bank
N/A
Shares— from 146,476
Change-146,476 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 146,290
Change-146,290 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 146,045
Change-146,045 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 145,966
Change-145,966 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 144,587
Change-144,587 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 143,337
Change-143,337 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 142,544
Change-142,544 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 142,287
Change-142,287 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 140,913
Change-140,913 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 140,462
Change-140,462 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 139,930
Change-139,930 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 139,852
Change-139,852 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 139,711
Change-139,711 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 137,423
Change-137,423 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 137,327
Change-137,327 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 137,102
Change-137,102 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 135,858
Change-135,858 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 135,660
Change-135,660 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 135,177
Change-135,177 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 134,733
Change-134,733 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 133,778
Change-133,778 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 133,059
Change-133,059 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 132,920
Change-132,920 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 132,403
Change-132,403 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 129,987
Change-129,987 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 128,499
Change-128,499 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 128,178
Change-128,178 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 128,176
Change-128,176 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 128,017
Change-128,017 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 128,015
Change-128,015 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 127,410
Change-127,410 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 122,864
Change-122,864 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 119,865
Change-119,865 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 115,805
Change-115,805 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 114,578
Change-114,578 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 114,431
Change-114,431 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 112,118
Change-112,118 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 111,579
Change-111,579 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 111,361
Change-111,361 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 108,015
Change-108,015 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 107,824
Change-107,824 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 106,722
Change-106,722 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 105,607
Change-105,607 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 105,228
Change-105,228 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 104,634
Change-104,634 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 103,014
Change-103,014 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 101,816
Change-101,816 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 101,700
Change-101,700 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 101,476
Change-101,476 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 101,444
Change-101,444 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 101,369
Change-101,369 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 101,162
Change-101,162 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 100,375
Change-100,375 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 96,959
Change-96,959 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 96,577
Change-96,577 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 96,008
Change-96,008 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 95,936
Change-95,936 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 95,650
Change-95,650 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 93,747
Change-93,747 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 92,161
Change-92,161 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 91,869
Change-91,869 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 91,402
Change-91,402 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 89,420
Change-89,420 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 88,792
Change-88,792 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 88,710
Change-88,710 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 88,500
Change-88,500 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 85,824
Change-85,824 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 85,688
Change-85,688 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 85,520
Change-85,520 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 84,298
Change-84,298 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 84,035
Change-84,035 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 83,955
Change-83,955 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 83,215
Change-83,215 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 82,640
Change-82,640 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 82,292
Change-82,292 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 82,280
Change-82,280 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 81,458
Change-81,458 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 81,245
Change-81,245 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 81,183
Change-81,183 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 80,840
Change-80,840 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 80,500
Change-80,500 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 78,971
Change-78,971 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 76,620
Change-76,620 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 76,479
Change-76,479 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 76,417
Change-76,417 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 75,924
Change-75,924 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 75,919
Change-75,919 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 75,881
Change-75,881 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 73,825
Change-73,825 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 73,330
Change-73,330 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 73,124
Change-73,124 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 71,828
Change-71,828 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 71,648
Change-71,648 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 71,254
Change-71,254 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 69,854
Change-69,854 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 69,489
Change-69,489 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 69,081
Change-69,081 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 68,662
Change-68,662 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 67,997
Change-67,997 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 66,220
Change-66,220 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 65,973
Change-65,973 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 65,420
Change-65,420 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 64,913
Change-64,913 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 63,521
Change-63,521 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 63,280
Change-63,280 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 61,655
Change-61,655 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 61,365
Change-61,365 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 61,335
Change-61,335 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 60,711
Change-60,711 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 60,671
Change-60,671 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 60,381
Change-60,381 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 59,988
Change-59,988 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 59,471
Change-59,471 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 58,778
Change-58,778 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 58,272
Change-58,272 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 57,864
Change-57,864 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 57,698
Change-57,698 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 57,662
Change-57,662 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 57,186
Change-57,186 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 56,932
Change-56,932 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 56,922
Change-56,922 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 56,849
Change-56,849 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 56,231
Change-56,231 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 56,034
Change-56,034 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 55,723
Change-55,723 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 55,332
Change-55,332 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 54,626
Change-54,626 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 54,549
Change-54,549 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 54,447
Change-54,447 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 54,379
Change-54,379 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 53,770
Change-53,770 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 53,665
Change-53,665 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 51,530
Change-51,530 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 51,240
Change-51,240 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 51,174
Change-51,174 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 50,960
Change-50,960 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 49,683
Change-49,683 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 49,630
Change-49,630 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 49,543
Change-49,543 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 49,015
Change-49,015 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 48,395
Change-48,395 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 48,099
Change-48,099 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 47,580
Change-47,580 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 47,515
Change-47,515 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 46,886
Change-46,886 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 46,767
Change-46,767 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 46,540
Change-46,540 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 46,262
Change-46,262 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 45,725
Change-45,725 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 45,372
Change-45,372 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 45,116
Change-45,116 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 44,164
Change-44,164 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 44,089
Change-44,089 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 43,494
Change-43,494 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 42,375
Change-42,375 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 41,307
Change-41,307 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 40,409
Change-40,409 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 40,398
Change-40,398 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 39,952
Change-39,952 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,100
Change-39,100 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 38,864
Change-38,864 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 38,541
Change-38,541 (-100%)
Value—
Invst, LLC
N/A
Shares— from 38,529
Change-38,529 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 37,221
Change-37,221 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 36,576
Change-36,576 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 35,975
Change-35,975 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 35,759
Change-35,759 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 35,147
Change-35,147 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 34,980
Change-34,980 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 34,612
Change-34,612 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 34,591
Change-34,591 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 33,829
Change-33,829 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 33,377
Change-33,377 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 33,305
Change-33,305 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 32,677
Change-32,677 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 32,198
Change-32,198 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 31,360
Change-31,360 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 30,868
Change-30,868 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 30,750
Change-30,750 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 30,689
Change-30,689 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,475
Change-30,475 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 30,473
Change-30,473 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 30,304
Change-30,304 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 29,978
Change-29,978 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 29,889
Change-29,889 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 29,840
Change-29,840 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 29,657
Change-29,657 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 29,474
Change-29,474 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 29,449
Change-29,449 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 29,235
Change-29,235 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 29,204
Change-29,204 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 28,944
Change-28,944 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 28,866
Change-28,866 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 28,586
Change-28,586 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 28,498
Change-28,498 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 28,323
Change-28,323 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 28,306
Change-28,306 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 27,503
Change-27,503 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 27,438
Change-27,438 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 27,300
Change-27,300 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 27,228
Change-27,228 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 27,165
Change-27,165 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 26,997
Change-26,997 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 26,981
Change-26,981 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 26,842
Change-26,842 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 26,696
Change-26,696 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 26,303
Change-26,303 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 26,235
Change-26,235 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 25,595
Change-25,595 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 25,528
Change-25,528 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 25,471
Change-25,471 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 25,054
Change-25,054 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 25,047
Change-25,047 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 24,872
Change-24,872 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 24,733
Change-24,733 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 24,732
Change-24,732 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 24,141
Change-24,141 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 23,895
Change-23,895 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 23,797
Change-23,797 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 23,700
Change-23,700 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 23,585
Change-23,585 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 23,565
Change-23,565 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 23,331
Change-23,331 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 23,238
Change-23,238 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 23,130
Change-23,130 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 23,075
Change-23,075 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 22,818
Change-22,818 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 22,714
Change-22,714 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 22,534
Change-22,534 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 22,520
Change-22,520 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 22,309
Change-22,309 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 21,870
Change-21,870 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 21,512
Change-21,512 (-100%)
Value—
American Trust
N/A
Shares— from 21,464
Change-21,464 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 21,388
Change-21,388 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 21,111
Change-21,111 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 21,066
Change-21,066 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 20,989
Change-20,989 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 20,862
Change-20,862 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 20,639
Change-20,639 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,522
Change-20,522 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 20,505
Change-20,505 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 20,353
Change-20,353 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 20,228
Change-20,228 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 20,207
Change-20,207 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 19,920
Change-19,920 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 19,887
Change-19,887 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 19,869
Change-19,869 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 19,660
Change-19,660 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 19,318
Change-19,318 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 19,279
Change-19,279 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 18,943
Change-18,943 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 18,929
Change-18,929 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 18,899
Change-18,899 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 18,207
Change-18,207 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 17,976
Change-17,976 (-100%)
Value—
Ketron Financial
N/A
Shares— from 17,758
Change-17,758 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 17,746
Change-17,746 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 17,188
Change-17,188 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 17,049
Change-17,049 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 16,661
Change-16,661 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 16,155
Change-16,155 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 16,018
Change-16,018 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 15,946
Change-15,946 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 15,819
Change-15,819 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 15,667
Change-15,667 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 15,566
Change-15,566 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 15,494
Change-15,494 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 15,230
Change-15,230 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 15,227
Change-15,227 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 15,094
Change-15,094 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 15,085
Change-15,085 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 15,036
Change-15,036 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 14,790
Change-14,790 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 14,501
Change-14,501 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 14,460
Change-14,460 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 14,429
Change-14,429 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 14,076
Change-14,076 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 13,671
Change-13,671 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 13,584
Change-13,584 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 13,535
Change-13,535 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 13,441
Change-13,441 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 12,806
Change-12,806 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 12,382
Change-12,382 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,219
Change-12,219 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 12,136
Change-12,136 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 12,114
Change-12,114 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,652
Change-11,652 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 11,392
Change-11,392 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 11,139
Change-11,139 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 10,974
Change-10,974 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 10,956
Change-10,956 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,850
Change-10,850 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 10,529
Change-10,529 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 9,986
Change-9,986 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 9,916
Change-9,916 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 9,908
Change-9,908 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 9,790
Change-9,790 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 8,648
Change-8,648 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 8,377
Change-8,377 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 7,676
Change-7,676 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 7,497
Change-7,497 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,186
Change-4,186 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 975
Change-975 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 742
Change-742 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 652
Change-652 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 639
Change-639 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 144
Change-144 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 131
Change-131 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 73
Change-73 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 25
Change-25 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Rakuten Investment Management, Inc.
INCREASED50,684,63447,138,834+3,545,800+8%$1.5B$1.7B+$159.8M2026-10-30
LPL Financial LLC
INCREASED36,514,63433,495,236+3,019,398+9%$1.1B$1.2B+$125.7M2026-11-06
Commonwealth Equity Services, LLC
INCREASED10,375,3419,607,085+768,256+8%$304.6M$337.5M+$32.9M2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED10,240,2369,917,423+322,813+3%$314.5M$333.1M+$18.6M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED7,128,3276,650,047+478,280+7%$210.9M$231.9K-$210.6M2026-11-02
Keystone Financial Planning, Inc.
INCREASED6,279,5186,250,349+29,169+0%$198.2M$204.3M+$6.1M2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED5,341,0714,807,434+533,637+11%$154.8M$175.9M+$21.2M2026-10-13
Avantax Planning Partners, Inc.
DECREASED5,194,9295,394,015-199,086-4%$171.0M$169.0M-$2.1M2026-11-03
Creative Planning
INCREASED4,768,2644,737,864+30,400+1%$150.2M$155.1M+$4.9M2026-11-02
Keybank National Association
DECREASED4,467,6314,471,583-3,9520%$141.8M$145.3M+$3.5M2026-11-04
Kestra Advisory Services, LLC
INCREASED3,981,4743,635,397+346,077+10%$115.3M$129.5M+$14.2M2026-11-02
Truist Financial Corp
INCREASED3,534,0173,261,496+272,521+8%$103.4M$115.0M+$11.5M2026-10-30
Fifth Third Bancorp
INCREASED2,786,6392,764,001+22,638+1%$87.6M$90.6M+$3.0M2026-11-05
Valmark Advisers, Inc.
INCREASED2,704,6022,632,336+72,266+3%$83.5M$88.0M+$4.5M2026-11-06
D.A. Davidson & Co.
INCREASED2,459,2091,955,264+503,945+26%$62.0M$80.0M+$18.0M2026-10-28
Golden Reserve Retirement LLC
DECREASED2,320,0922,339,310-19,218-1%$74.2M$75.5M+$1.3M2026-11-02
Asset Advisors Investment Management, LLC
DECREASED2,249,0012,326,736-77,735-3%$73.8M$73.2M-$620.8K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED2,200,0972,075,065+125,032+6%$65.8M$71.6M+$5.8M2026-11-03
Brookstone Capital Management
INCREASED2,182,9501,889,445+293,505+16%$59.9M$71.0M+$11.1M2026-10-22
Summit Asset Management, LLC
DECREASED2,048,7922,068,062-19,270-1%$65.6M$66.6M+$1.1M2026-11-05
Howard Financial Services, Ltd.
INCREASED1,962,5591,903,673+58,886+3%$60.4M$63.8M+$3.5M2026-10-15
Summit Financial Wealth Advisors, LLC
INCREASED1,961,3631,925,060+36,303+2%$61.0M$63.8M+$2.8M2026-10-15
Spinnaker Investment Group, LLC
DECREASED1,932,6931,933,604-9110%$61.3M$62.9M+$1.6M2026-10-13
Focus Financial Network, Inc.
INCREASED1,855,4051,818,289+37,116+2%$57.7M$60.4M+$2.7M2026-10-14
Bokf, NA
DECREASED1,851,9181,869,323-17,405-1%$59.3M$60.2M+$966.7K2026-10-27
Whelan Financial
INCREASED1,839,5671,788,794+50,773+3%$56.7M$59.8M+$3.1M2026-10-28
MCF Advisors LLC
DECREASED1,749,3851,776,276-26,891-2%$56.3M$56.9M+$581.8K2026-10-28
Scott Capital Advisors, LLC
INCREASED1,727,3321,718,381+8,951+1%$54.5M$56.4M+$1.9M2026-10-13
Burkett Financial Services, LLC
DECREASED1,694,6941,708,472-13,778-1%$54.2M$55.1M+$952.7K2026-10-01
Sarver Vrooman Wealth Advisors
INCREASED1,694,6111,661,097+33,514+2%$53.4M$55.1M+$1.7M2026-10-01
Gerber Kawasaki Wealth & Investment Management
DECREASED1,691,3631,699,724-8,3610%$53.9M$55.0M+$1.1M2026-10-29
Farther Finance Advisors, LLC
INCREASED1,667,9951,505,767+162,228+11%$47.7M$54.3M+$6.5M2026-10-08
Leelyn Smith, LLC
INCREASED1,662,7071,629,344+33,363+2%$51.7M$54.1M+$2.4M2026-11-03
CGC Financial Services, LLC
INCREASED1,656,2351,641,970+14,265+1%$52.1M$53.9M+$1.8M2026-10-13
Savant Capital, LLC
INCREASED1,651,7311,013,858+637,873+63%$33.6M$53.7M+$20.2M2026-11-06
HB Wealth Management, LLC
DECREASED1,641,5641,780,558-138,994-8%$56.5M$53.4M-$3.1M2026-10-23
Noble Family Wealth, LLC
INCREASED1,637,2921,605,116+32,176+2%$50.9M$53.3M+$2.4M2026-10-26
Choreo, LLC
INCREASED1,636,8381,613,157+23,681+1%$51.2M$53.3M+$2.1M2026-10-28
Keudell ison Wealth Management
DECREASED1,611,4751,690,577-79,102-5%$53.6M$52.4M-$1.2M2026-10-16
Curran Financial Partners, LLC
INCREASED1,600,7621,490,202+110,560+7%$47.3M$52.1M+$4.8M2026-11-04
Securian Asset Management, Inc
UNCHANGED1,581,0001,581,00000%$52.0M$51.4M-$600.8K2026-11-06
Pinnacle Associates LTD
INCREASED1,566,8981,527,109+39,789+3%$48.4M$51.0M+$2.5M2026-10-20
Evergreen Advisors, LLC
DECREASED1,566,3151,568,137-1,8220%$49.7M$51.0M+$1.2M2026-10-28
Victory Financial Group, LLC
INCREASED1,560,2631,514,996+45,267+3%$48.0M$50.8M+$2.7M2026-10-27
Allied Investment Advisors, LLC
DECREASED1,540,8881,871,398-330,510-18%$59.3M$50.1M-$9.2M2026-10-13
Allworth Financial LP
INCREASED1,498,176985,149+513,027+52%$31.2M$47.5M+$16.3M2026-11-06
Merit Financial Group, LLC
DECREASED1,476,9001,496,093-19,193-1%$47.4M$48.0M+$602.5K2026-11-06
Cullen T Bankers, Inc.
DECREASED1,385,0351,421,380-36,345-3%$45.1M$45.1M-$16.8K2026-10-28
ForthRight Wealth Management, LLC
INCREASED1,335,6121,297,540+38,072+3%$41.1M$43.4M+$2.3M2026-11-06
Bank of New York Mellon Corp
INCREASED1,299,8691,096,910+202,959+19%$34.8M$42.3M+$7.5M2026-11-05
Intergy Private Wealth, LLC
INCREASED1,275,4531,228,413+47,040+4%$39.0M$41.5M+$2.5M2026-10-16
CRA Financial Services, LLC
INCREASED1,250,8041,220,811+29,993+2%$38.7M$40.7M+$2.0M2026-10-16
First Command Advisory Services, Inc.
INCREASED1,218,4281,206,375+12,053+1%$38.3M$39.6M+$1.4M2026-11-05
Albion Financial Group
INCREASED1,212,0051,164,512+47,493+4%$36.9M$39.4M+$2.5M2026-10-21
Steele Capital Management, Inc.
INCREASED1,197,3151,169,147+28,168+2%$37.1M$38.9M+$1.9M2026-11-02
Vaughan David Investments LLC
INCREASED1,192,8151,189,016+3,799+0%$37.7M$38.8K-$37.7M2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED1,121,0471,042,013+79,034+8%$33.0M$36.5M+$3.4M2026-10-09
eCIO, Inc.
INCREASED1,074,4551,064,896+9,559+1%$33.8M$35.1M+$1.3M2026-11-02
Thrivent Financial for Lutherans
DECREASED1,070,4281,142,449-72,021-6%$36.4M$35.0K-$36.3M2026-11-05
White Lighthouse Investment Management Inc.
INCREASED1,056,150835,391+220,759+26%$26.5M$34.4M+$7.9M2026-10-21
LVW Advisors, LLC
DECREASED1,012,3011,158,802-146,501-13%$36.7M$32.9M-$3.8M2026-10-19
Financial Insights, Inc.
INCREASED974,048965,398+8,650+1%$30.6M$31.7M+$1.1M2026-10-27
Stonehearth Capital Management, LLC
DECREASED967,760969,332-1,5720%$30.7M$31.5M+$743.7K2026-10-13
Wealth Management Resources, Inc.
INCREASED966,271940,642+25,629+3%$29.8M$31.4M+$1.6M2026-10-21
Ledyard National Bank
INCREASED956,251821,527+134,724+16%$26.1M$31.1M+$5.1M2026-10-21
Carolina Wealth Management Inc
INCREASED948,581909,270+39,311+4%$28.8M$30.9M+$2.0M2026-10-29
Eagle Capital Management, LLC
INCREASED935,726934,410+1,316+0%$29.6K$30.4K+$8092026-10-19
B&D White Capital Company, LLC
INCREASED927,427296,287+631,140+213%$9.4M$30.2M+$20.8M2026-11-02
TD Private Client Wealth LLC
INCREASED919,259791,541+127,718+16%$25.1M$29.9M+$4.8M2026-10-28
AdvisorNet Financial, Inc
INCREASED901,801850,999+50,802+6%$27.0M$30.4M+$3.4M2026-10-15
Souders Financial Advisors
INCREASED892,214887,309+4,905+1%$28.1M$29.0M+$887.1K2026-11-03
Sigma Planning Corp
DECREASED886,532924,059-37,527-4%$29.3M$28.8M-$463.0K2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED884,316938,972-54,656-6%$29.8M$28.8M-$1.0M2026-10-21
Capital Advantage, Inc.
INCREASED877,114873,130+3,984+0%$27.7M$28.5M+$845.6K2026-10-14
SRH Advisors, LLC
DECREASED870,175873,081-2,9060%$27.7M$28.3M+$621.4K2026-10-22
PFG Advisors
INCREASED858,296820,421+37,875+5%$26.0M$27.9M+$1.9M2026-10-16
Dagco, Inc.
INCREASED855,722822,011+33,711+4%$26.1M$27.8M+$1.8M2026-10-20
Central Trust Co
DECREASED839,937869,659-29,722-3%$27.6M$27.3M-$253.7K2026-11-05
Asset Allocation & Management Company, LLC
INCREASED806,214739,872+66,342+9%$23.5K$26.2K+$2.8K2026-10-13
MGO One Seven LLC
INCREASED804,893789,473+15,420+2%$25.0M$26.2M+$1.1M2026-10-28
McCarthy Asset Management, Inc.
DECREASED798,372805,382-7,010-1%$25.5M$26.0M+$432.4K2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED796,851762,215+34,636+5%$24.2M$25.9M+$1.8M2026-10-07
Walker Financial Services, Inc.
DECREASED786,308842,806-56,498-7%$26.7M$25.6M-$1.1M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED760,558746,454+14,104+2%$23.7M$24.7M+$1.1M2026-10-21
Powers Advisory Group, LLC
INCREASED759,585710,781+48,804+7%$22.5M$24.7M+$2.2M2026-10-14
IFP Advisors, Inc
INCREASED756,809712,723+44,086+6%$22.6M$24.6M+$2.0M2026-10-16
Independent Financial Group, LLC
INCREASED753,242603,599+149,643+25%$19.1M$24.5M+$5.4M2026-10-13
Sumitomo Mitsui Trust Group, Inc.
INCREASED723,050595,950+127,100+21%$18.9M$23.5M+$4.6M2026-10-29
Weitzel Financial Services, Inc.
INCREASED716,682709,142+7,540+1%$22.8M$23.4M+$626.0K2026-10-16
Southland Equity Partners LLC
INCREASED706,927706,182+745+0%$22.4M$23.0M+$603.3K2026-10-14
Montis Financial, LLC
INCREASED698,216672,864+25,352+4%$21.3M$22.7M+$1.4M2026-11-04
Asset Allocation Strategies LLC
DECREASED681,247685,427-4,180-1%$21.7M$22.2M+$426.1K2026-10-20
Venture Visionary Partners LLC
INCREASED673,332669,580+3,752+1%$21.2M$21.9M+$671.1K2026-10-07
Hengehold Capital Management LLC
INCREASED670,820633,731+37,089+6%$20.1M$21.8M+$1.7M2026-10-16
LongView Wealth Management
INCREASED667,536629,765+37,771+6%$20.0M$21.7M+$1.7M2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED656,368666,565-10,197-2%$21.1M$21.4M+$214.9K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED655,621614,431+41,190+7%$19.5M$21.3M+$1.8M2026-10-23
Summit Investment Advisors, Inc.\KS
INCREASED653,294584,652+68,642+12%$18.5M$21.3M+$2.7M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED652,360400,330+252,030+63%$12.7M$21.2M+$8.5M2026-10-16
Davenport & Co LLC
INCREASED648,207636,665+11,542+2%$20.2M$21.1M+$897.5K2026-10-14
Lido Advisors, LLC
INCREASED647,697633,855+13,842+2%$20.1M$21.1M+$970.0K2026-11-04
Legacy Edge Advisors, LLC
INCREASED642,148632,796+9,352+1%$20.1M$20.9M+$823.1K2026-11-06
Kellett Wealth Advisors, LLC
INCREASED637,860364,899+272,961+75%$11.6M$20.7M+$9.2M2026-10-15
Waller Financial Planning Group, Inc
DECREASED635,884642,281-6,397-1%$20.4M$20.7M+$318.6K2026-10-07
Equitable Trust Co
DECREASED624,169637,710-13,541-2%$20.2M$20.3M+$82.4K2026-10-13
Integrated Advisors Network LLC
DECREASED613,941632,744-18,803-3%$20.1M$20.0M-$92.8K2026-10-20
Everest Financial Group LLC
DECREASED607,438637,000-29,562-5%$20.2M$19.8M-$439.3K2026-11-06
Principle Wealth Partners LLC
DECREASED605,492609,404-3,912-1%$19.3M$19.7M+$372.5K2026-11-02
Oppenheimer & Co Inc
INCREASED599,451587,675+11,776+2%$18.6M$19.5M+$865.0K2026-10-26
Asset One Wealth Management LLC
INCREASED593,112513,677+79,435+15%$16.6M$19.3M+$2.7M2026-11-02
Sims Investment Management, LLC
INCREASED582,002568,963+13,039+2%$18.0M$18.9M+$890.7K2026-10-13
Hunter Associates Investment Management LLC
INCREASED579,943560,479+19,464+3%$17.8M$18.9K-$17.7M2026-10-26
Opulen Financial Group LLC
INCREASED576,569567,755+8,814+2%$18.0M$18.8M+$752.3K2026-10-22
Kohmann Bosshard Financial Services, LLC
DECREASED574,672585,877-11,205-2%$18.6M$18.7M+$115.9K2026-11-04
Global Wealth Management, LLC
DECREASED573,284628,850-55,566-9%$19.9M$18.6M-$1.3M2026-10-15
Carnegie Investment Counsel
INCREASED549,487530,769+18,718+4%$16.8M$17.9M+$1.0M2026-10-20
Brady Martz Wealth Solutions, LLC
DECREASED535,177616,226-81,049-13%$19.5M$17.4M-$2.1M2026-11-05
Lodestar Private Asset Management LLC
DECREASED528,834584,465-55,631-10%$18.5M$17.2M-$1.3M2026-10-26
Curbstone Financial Management Corp
INCREASED525,152498,692+26,460+5%$15.8M$17.1M+$1.3M2026-10-21
Financial Guidance Group, Inc.
INCREASED523,545517,863+5,682+1%$16.4M$17.0M+$609.5K2026-10-21
Christensen, King & Associates Investment Services, Inc.
INCREASED516,198484,902+31,296+6%$15.4M$16.8M+$1.4M2026-10-22
Paradigm, Strategies in Wealth Management, LLC
DECREASED506,446610,039-103,593-17%$19.3M$16.5M-$2.9M2026-10-16
Whitegate Investment Counselors, Inc.
INCREASED505,662497,459+8,203+2%$15.8M$16.4M+$674.8K2026-11-02
True Private Wealth Advisors
INCREASED503,208473,631+29,577+6%$15.0M$16.4M+$1.4M2026-10-19
BCM Advisors, LLC
INCREASED501,552225,983+275,569+122%$7.5M$17.9M+$10.4M2026-11-03
GSG Advisors LLC
INCREASED500,074496,190+3,884+1%$15.7M$16.3M+$533.2K2026-11-03
Schaeffer Financial LLC
INCREASED495,667482,072+13,595+3%$15.3M$16.1M+$837.6K2026-10-23
Midwest Trust Co
INCREASED494,001474,504+19,497+4%$15.0M$16.1M+$1.0M2026-10-22
Ascentis Independent Advisors
INCREASED492,49722,477+470,020+2091%$712.7K$16.0M+$15.3M2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED490,742384,773+105,969+28%$12.2M$16.0M+$3.8M2026-10-22
truNorth Financial Services, Inc.
DECREASED485,629488,015-2,3860%$15.5M$15.8M+$322.6K2026-11-06
Retirement Financial Solutions, LLC
INCREASED484,480470,729+13,751+3%$14.9M$15.8M+$833.3K2026-10-20
Citigroup Inc
DECREASED481,961655,779-173,818-27%$20.8M$15.7M-$5.1M2026-11-04
Lighthouse Wealth Management Inc.
INCREASED481,134471,641+9,493+2%$15.0M$15.7M+$695.5K2026-10-13
Sard Wealth Management Group, LLC
INCREASED479,959475,724+4,235+1%$15.1M$15.6M+$527.9K2026-10-16
Mesirow Financial Investment Management, Inc.
INCREASED479,710478,115+1,595+0%$15.2M$15.6M+$444.0K2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED471,798468,335+3,463+1%$14.9M$15.3M+$496.7K2026-10-29
Friday Financial
INCREASED470,332363,808+106,524+29%$11.8M$15.4M+$3.5M2026-10-09
Capital Asset Advisory Services LLC
DECREASED470,090497,068-26,978-5%$15.8M$16.6M+$879.2K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED469,944378,246+91,698+24%$12.0M$15.3M+$3.3M2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED469,257464,827+4,430+1%$14.7M$15.3M+$525.3K2026-10-29
Courage Miller Partners, LLC
DECREASED466,882468,296-1,4140%$14.8M$15.2M+$338.0K2026-10-21
Charles Schwab Trust Co
INCREASED466,781458,590+8,191+2%$14.5M$15.2M+$642.5K2026-10-15
Parallel Advisors, LLC
INCREASED464,630446,114+18,516+4%$14.1M$15.1M+$968.1K2026-11-03
Next Level Wealth Planning, LLC
INCREASED459,948455,656+4,292+1%$14.4M$15.0M+$513.2K2026-10-29
Apollon Wealth Management, LLC
INCREASED456,328201,216+255,112+127%$6.4M$14.8M+$8.5M2026-10-23
Robbins Farley
INCREASED447,731342,610+105,121+31%$10.9M$14.6M+$3.7M2026-10-21
Smithbridge Asset Management Inc
DECREASED447,126451,863-4,737-1%$14.3M$14.5M+$216.4K2026-10-19
Level Four Advisory Services, LLC
INCREASED444,552366,061+78,491+21%$11.6M$14.5M+$2.9M2026-11-06
Barry Investment Advisors, LLC
INCREASED443,568326,312+117,256+36%$10.3M$14.4M+$4.1M2026-10-14
Moran Wealth Management, LLC
INCREASED438,102375,959+62,143+17%$11.9M$14.3M+$2.3M2026-10-22
Legacy Financial Strategies, LLC
INCREASED437,464437,276+188+0%$13.9M$14.2M+$364.7K2026-10-15
Summit Wealth Group LLC / Co
DECREASED430,356485,800-55,444-11%$15.4M$14.0M-$1.4M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED429,617379,307+50,310+13%$12.0M$14.0M+$1.9M2026-11-06
Winthrop Capital Management, LLC
INCREASED428,312421,081+7,231+2%$13.4M$13.9M+$581.0K2026-11-05
Financial Consulate, Inc
INCREASED427,048426,828+220+0%$13.5M$13.9M+$357.2K2026-10-23
Citizens Financial Group Inc
INCREASED426,034341,904+84,130+25%$10.8M$13.9M+$3.0M2026-10-23
Sunburst Financial Group, LLC
DECREASED423,022428,381-5,359-1%$13.6M$13.8M+$177.0K2026-10-09
Platform Technology Partners
INCREASED419,025409,809+9,216+2%$13.0M$13.6M+$635.8K2026-11-02
Stevens Capital Partners
INCREASED418,286329,569+88,717+27%$10.5M$13.6M+$3.2M2026-10-29
Acorn Wealth Advisors, LLC
INCREASED417,162411,257+5,905+1%$13.0M$13.6M+$529.3K2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED413,749420,897-7,148-2%$13.3M$13.5M+$112.6K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED409,205405,666+3,539+1%$12.9M$13.3M+$447.8K2026-10-23
XML Financial, LLC
INCREASED408,627390,817+17,810+5%$12.4M$13.3M+$899.8K2026-10-29
Islay Capital Management, LLC
DECREASED407,788479,137-71,349-15%$15.2M$13.3M-$1.9M2026-10-20
BlueChip Wealth Advisors LLC
DECREASED406,304410,081-3,777-1%$13.0M$13.2M+$213.4K2026-11-03
Koshinski Asset Management, Inc.
DECREASED404,016417,546-13,530-3%$13.2M$13.1M-$97.7K2026-10-29
Mission Wealth Management, LP
DECREASED403,350559,189-155,839-28%$17.7M$13.1M-$4.6M2026-10-15
Richardson Capital Management LLC
DECREASED396,435403,966-7,531-2%$12.8M$12.9M+$86.3K2026-10-23
Red Mountain Financial, LLC
DECREASED394,735396,823-2,088-1%$12.6M$12.8M+$257.5K2026-11-03
Midwest Financial Group LLC
INCREASED390,708386,258+4,450+1%$12.2M$12.7M+$461.5K2026-10-15
Clay Northam Wealth Management, LLC
INCREASED389,943380,858+9,085+2%$12.1M$12.7M+$607.9K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED389,655401,118-11,463-3%$12.7M$13.9M+$1.2M2026-11-02
Traphagen Investment Advisors LLC
INCREASED387,252278,360+108,892+39%$8.8M$12.6M+$3.8M2026-10-14
Pacific Capital Wealth Advisors, Inc.
DECREASED386,210413,829-27,619-7%$13.1M$12.6M-$559.1K2026-10-22
Avior Wealth Management, LLC
DECREASED385,587387,669-2,082-1%$12.3M$12.5M+$250.1K2026-10-13
Keystone Financial Group, Inc.
INCREASED384,721380,415+4,306+1%$12.1M$12.5M+$452.0K2026-10-13
Integral Investment Advisors, Inc.
DECREASED383,186383,686-5000%$12.2M$12.5M+$298.4K2026-11-03
Baker Ellis Asset Management LLC
DECREASED381,817388,699-6,882-2%$12.3M$12.4M+$94.8K2026-10-14
WealthPlan Investment Management, LLC
DECREASED377,019380,233-3,214-1%$12.1M$12.3M+$207.2K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED373,684375,523-1,8390%$11.9M$12.2M+$248.1K2026-10-13
Larson Financial Group LLC
INCREASED371,413228,658+142,755+62%$7.3M$12.1M+$4.8M2026-11-05
Certior Financial Group, LLC
INCREASED369,749364,332+5,417+1%$11.6M$12.0M+$475.0K2026-10-19
Monetary Solutions, Ltd
DECREASED367,846393,111-25,265-6%$12.5M$12.0M-$499.5K2026-10-22
Winthrop Advisory Group LLC
DECREASED365,163366,832-1,6690%$11.6M$11.9M+$246.5K2026-10-22
MBA Advisors LLC
INCREASED363,068358,869+4,199+1%$11.4M$11.8M+$430.9K2026-10-29
Verus Capital Partners, LLC
INCREASED362,931336,670+26,261+8%$10.7M$11.8M+$1.1M2026-11-03
Lakeshore Financial Planning, Inc.
DECREASED362,490363,303-8130%$11.5M$11.8M+$271.4K2026-10-13
Dmkc Advisory Services, LLC
DECREASED361,316468,762-107,446-23%$14.9M$11.8M-$3.1M2026-11-04
Prosperitas Financial LLC
DECREASED360,752364,240-3,488-1%$11.6M$11.7M+$185.2K2026-10-28
Assetmark, Inc
DECREASED357,850367,249-9,399-3%$11.6M$11.6M-$4.6K2026-10-21
MSH Capital Advisors LLC
INCREASED352,796343,606+9,190+3%$10.9M$11.5M+$580.7K2026-11-03
Kure Advisory, LLC
INCREASED352,119342,987+9,132+3%$10.9M$11.5M+$578.3K2026-10-08
Bell Investment Advisors, Inc
DECREASED352,000364,874-12,874-4%$11.6M$11.5M-$119.6K2026-10-29
Clearstead Advisors, LLC
DECREASED350,415376,960-26,545-7%$12.0M$11.4M-$554.4K2026-11-06
McAlister, Sweet & Associates, Inc.
INCREASED343,226339,024+4,202+1%$10.8M$11.2M+$414.7K2026-10-07
Johnson & White Wealth Management, LLC
INCREASED341,160333,090+8,070+2%$10.6M$11.1M+$535.6K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED340,535323,158+17,377+5%$10.2M$11.1M+$830.2K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED338,840310,258+28,582+9%$9.8M$11.0M+$1.2M2026-10-16
Meridian Financial Advisors, LLC
DECREASED333,910336,197-2,287-1%$10.7M$10.9M+$201.3K2026-10-14
Mayfair Advisory Group, LLC
DECREASED331,699332,594-8950%$11.1M$10.8M-$281.9K2026-10-20
Sage Financial Management Group, Inc.
INCREASED328,359303,678+24,681+8%$9.6M$10.7M+$1.1M2026-11-06
Juncture Wealth Strategies, LLC
DECREASED322,879323,518-6390%$10.3M$10.5M+$244.5K2026-10-06
Appalachian Capital Management Ltd
INCREASED321,346319,735+1,611+1%$10.1M$10.5M+$314.6K2026-10-14
YHB Investment Advisors, Inc.
DECREASED320,278320,655-3770%$10.2M$10.4M+$250.7K2026-10-08
Integrity Alliance, Llc.
INCREASED318,735282,534+36,201+13%$9.0M$10.4M+$1.4M2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED315,628325,850-10,222-3%$10.3M$10.3M-$65.3K2026-10-14
Beacon Financial Planning, Inc
INCREASED314,463300,191+14,272+5%$9.5M$10.2M+$710.4K2026-11-04
PPS&V Asset Management Consultants, Inc.
DECREASED313,441317,313-3,872-1%$10.1M$10.2M+$134.2K2026-10-06
North Star Investment Management Corp.
INCREASED309,776300,951+8,825+3%$9.5M$10.1M+$533.9K2026-10-27
Investors Research Corp
INCREASED302,624290,362+12,262+4%$9.2M$9.8M+$637.0K2026-10-07
Union Bancaire Privee, UBP SA
NEW301,970—+301,970——$8.3M—2026-11-04
VMS Asset Management Limited
NEW301,970—+301,970——$9.8M—2026-10-15
HBK Sorce Advisory LLC
INCREASED298,945289,747+9,198+3%$9.7M$10.6M+$841.5K2026-11-06
Diversified Enterprises, LLC
DECREASED297,679299,543-1,864-1%$9.5M$9.7M+$185.0K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED297,490283,307+14,183+5%$9.0M$9.7M+$693.7K2026-10-13
Joseph Group Capital Management
DECREASED294,563322,053-27,490-9%$10.2M$9.6M-$630.2K2026-11-04
Livet Wealth, LLC
INCREASED294,494290,827+3,667+1%$9.2M$9.6M+$357.8K2026-10-27
Compound Planning, Inc.
DECREASED293,772306,159-12,387-4%$9.7M$9.6M-$151.9K2026-11-05
Moneco Advisors, LLC
DECREASED292,572298,357-5,785-2%$9.5M$9.5M+$56.5K2026-11-05
New England Private Wealth Advisors LLC
DECREASED290,636292,384-1,748-1%$9.7M$9.5M-$279.1K2026-10-19
Oppenheimer Asset Management Inc.
INCREASED288,805279,434+9,371+3%$8.9M$9.4M+$534.0K2026-10-27
Coquina Private Wealth LLC
DECREASED287,863312,259-24,396-8%$9.9M$9.4M-$537.6K2026-10-27
Crescent Sterling, Ltd.
INCREASED287,582277,997+9,585+3%$8.8M$9.4M+$539.8K2026-10-16
Curtis Advisory Group, LLC
DECREASED284,528285,569-1,0410%$9.1M$9.3M+$200.3K2026-10-28
Penney Financial, LLC
DECREASED284,097293,595-9,498-3%$9.3M$9.2M-$68.2K2026-10-20
Stewardship Concepts Financial Services LLC
DECREASED282,125304,455-22,330-7%$9.7M$9.2M-$476.7K2026-10-06
Karras Company, Inc.
DECREASED281,620287,846-6,226-2%$9.1M$9.2M+$33.5K2026-10-16
Guardian Financial Partners, LLC
INCREASED281,413272,355+9,058+3%$8.6M$9.2M+$518.0K2026-11-04
Valley National Advisers Inc
DECREASED279,208281,058-1,850-1%$8.9M$9.1M+$170.3K2026-10-23
PNC Financial Services Group, Inc.
INCREASED277,966240,626+37,340+16%$7.6M$9.0M+$1.4M2026-11-06
HRC Wealth Management, LLC
INCREASED277,145274,610+2,535+1%$8.7M$9.0M+$307.6K2026-10-16
Pittenger & Anderson Inc
DECREASED275,323286,139-10,816-4%$9.1M$9.0M-$117.2K2026-11-02
Investment Advisory Services Inc
INCREASED274,322260,830+13,492+5%$8.3M$8.9M+$652.8K2026-10-27
Milestones Private Investment Advisors LLC
INCREASED273,063212,996+60,067+28%$6.8M$8.9M+$2.1M2026-10-19
Orgel Wealth Management, LLC
DECREASED272,367293,403-21,036-7%$9.3M$8.9M-$443.7K2026-10-14
D.B. Root & Company, LLC
INCREASED271,885258,507+13,378+5%$8.2M$8.8M+$647.1K2026-11-04
Michels Family Financial, LLC
INCREASED270,972265,345+5,627+2%$8.4M$8.8M+$400.6K2026-11-02
Keeler Thomas Management LLC
INCREASED270,964268,611+2,353+1%$8.5M$8.8M+$296.8K2026-10-29
Compass Wealth Management, LLC
DECREASED270,692271,324-6320%$8.6M$8.8M+$202.0K2026-10-30
Prospera Financial Services Inc
INCREASED270,505253,820+16,685+7%$8.1M$9.7M+$1.6M2026-11-04
Madden Securities Corp
DECREASED270,010276,622-6,612-2%$8.8M$8.8M+$11.8K2026-10-27
NBT Bank, N.A.
DECREASED269,733272,608-2,875-1%$8.6M$8.8M+$130.0K2026-10-21
HBW Advisory Services LLC
DECREASED269,029332,830-63,801-19%$10.6M$8.8M-$1.8M2026-10-15
Chicago Partners Investment Group LLC
INCREASED267,545248,991+18,554+7%$8.2M$9.4M+$1.3M2026-10-27
Visionary Wealth Advisors
INCREASED266,690261,313+5,377+2%$8.3M$8.7M+$389.2K2026-11-04
Davis Capital Management
INCREASED265,361263,766+1,595+1%$8.4M$8.6M+$268.2K2026-10-08
Fairway Financial, LLC
DECREASED262,714380,828-118,114-31%$12.1M$8.5M-$3.5M2026-10-20
DT Investment Partners, LLC
INCREASED261,715255,473+6,242+2%$8.1M$8.5M+$412.5K2026-10-27
Old Port Advisors
DECREASED260,636266,050-5,414-2%$8.4M$8.5M+$42.1K2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED256,743198,228+58,515+30%$6.3M$8.4M+$2.1M2026-11-02
Allen Capital Group, LLC
INCREASED255,875242,438+13,437+6%$7.7M$8.3M+$635.9K2026-10-27
Matrix Trust Co
DECREASED254,782264,820-10,038-4%$8.4K$8.3K-$1092026-10-07
Strategic Blueprint, LLC
INCREASED252,836242,501+10,335+4%$7.7M$8.2M+$535.0K2026-10-22
Yelin Lapidot Holdings Management Ltd.
UNCHANGED251,541251,54100%$8.0M$8.2M+$206.3K2026-10-26
Burns Matteson Capital Management, LLC
INCREASED249,934246,702+3,232+1%$7.8M$8.1M+$307.4K2026-10-16
Plancorp, LLC
DECREASED247,708250,369-2,661-1%$8.2M$8.9M+$711.0K2026-11-03
Womack Financial LLC
INCREASED247,671244,484+3,187+1%$7.8M$8.1M+$304.2K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED247,392244,771+2,621+1%$7.8M$8.0M+$286.0K2026-10-26
USAdvisors Wealth Management, LLC
INCREASED246,227238,181+8,046+3%$7.6M$8.0K-$7.5M2026-10-21
CPA Asset Management Group, LLC
INCREASED246,154203,302+42,852+21%$6.4M$8.0M+$1.6M2026-10-26
Intrua Financial, LLC
DECREASED245,888247,303-1,415-1%$7.8M$8.0M+$156.7K2026-10-28
Skyline Advisors, Inc.
DECREASED244,907262,410-17,503-7%$8.3M$8.0M-$354.2K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED244,488174,018+70,470+41%$5.5M$8.0M+$2.4M2026-11-05
Asset Advisory Group, Inc.
DECREASED241,689242,951-1,262-1%$7.7M$7.9M+$158.2K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
INCREASED241,399236,152+5,247+2%$7.5M$7.9M+$364.3K2026-10-08
Pinkerton Wealth, LLC
INCREASED241,159235,722+5,437+2%$7.2M$7.8M+$612.9K2026-10-29
Sheets Smith Wealth Management
INCREASED241,043239,869+1,174+0%$7.6M$7.8M+$234.9K2026-10-16
High Net Worth Advisory Group LLC
INCREASED239,568237,654+1,914+1%$7.5M$7.8M+$257.1K2026-10-26
Signal Advisors Wealth, LLC
INCREASED238,788233,759+5,029+2%$7.4M$7.8M+$355.3K2026-10-13
Legacy Advisors, LLC
INCREASED238,638234,403+4,235+2%$7.4M$7.8M+$330.0K2026-10-19
Chris Bulman Inc
INCREASED235,427214,147+21,280+10%$6.8M$7.7M+$867.8K2026-10-20
Dorato Capital Management
INCREASED234,525212,142+22,383+11%$6.9M$7.7M+$783.8K2026-10-08
Wedmont Private Capital
INCREASED233,756222,110+11,646+5%$7.2M$7.7M+$552.7K2026-10-09
Patriot Investment Management Group, Inc.
DECREASED233,754234,014-2600%$7.4M$7.6M+$183.4K2026-10-15
Beacon Advisors Holdings, LLC
INCREASED232,303225,152+7,151+3%$7.1M$7.6M+$417.2K2026-10-27
St. Johns Investment Management Company, LLC
DECREASED231,189236,759-5,570-2%$7.5M$7.5M+$13.0K2026-10-30
Adams Asset Advisors, LLC
INCREASED229,830217,242+12,588+6%$6.9M$7.5M+$587.6K2026-10-08
Atria Investments, Inc
INCREASED227,968214,396+13,572+6%$6.8M$7.4M+$617.3K2026-10-15
Alkeme Wealth, LLC
INCREASED224,686213,109+11,577+5%$6.8M$7.3M+$551.3K2026-10-08
Family Investment Center, Inc.
INCREASED224,642224,202+440+0%$7.1M$7.3M+$198.1K2026-10-19
Sierra Ocean, LLC
NEW224,603—+224,603——$7.3M—2026-11-03
United Bank
INCREASED224,220222,798+1,422+1%$7.1M$7.3M+$229.0K2026-11-06
Family Capital Management, Inc.
DECREASED223,303229,593-6,290-3%$7.3M$7.3M-$16.4K2026-11-03
Eagle Strategies LLC
INCREASED223,164219,853+3,311+2%$7.0M$7.3M+$288.0K2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED222,705212,780+9,925+5%$6.7M$7.2M+$497.4K2026-10-30
True Freedom Investing, LLC
INCREASED221,481207,724+13,757+7%$6.4M$7.2M+$831.8K2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED219,535218,814+721+0%$6.9M$7.1M+$202.9K2026-10-16
Oasis Advisors, LLC
INCREASED219,51752,250+167,267+320%$1.7M$7.1M+$5.5M2026-10-16
Sendero Wealth Management, LLC
INCREASED219,141199,675+19,466+10%$6.3M$7.1M+$797.0K2026-10-14
Wedbush Securities Inc
INCREASED217,924195,950+21,974+11%$6.2M$7.1K-$6.2M2026-10-22
Fiduciary Alliance LLC
DECREASED217,420316,561-99,141-31%$10.0M$7.1M-$3.0M2026-10-13
SevenBridge Financial Group, LLC
DECREASED214,378245,554-31,176-13%$8.3M$7.4M-$887.5K2026-10-26
Seek First Inc.
INCREASED212,670207,076+5,594+3%$6.6M$6.9M+$351.8K2026-10-27
Park Avenue Securities LLC
DECREASED211,626227,279-15,653-7%$7.2M$6.9K-$7.2M2026-10-26
Diversify Wealth Management, LLC
INCREASED211,368199,365+12,003+6%$6.7M$7.2M+$542.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED211,368199,365+12,003+6%$6.7M$7.2M+$542.9K2026-10-20
WMS Group LLC
DECREASED210,690214,430-3,740-2%$6.8M$6.9M+$54.2K2026-11-06
BCS Wealth Management
DECREASED209,584217,305-7,721-4%$6.9M$6.8M-$73.0K2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED209,18839,167+170,021+434%$1.2M$6.8M+$5.6M2026-10-07
Uniting Wealth Partners, LLC
DECREASED206,789240,275-33,486-14%$7.6M$6.7M-$892.3K2026-11-06
Founders Financial Securities LLC
INCREASED206,642196,449+10,193+5%$6.2M$6.7M+$492.7K2026-10-28
Perigon Wealth Management, LLC
INCREASED206,170201,744+4,426+2%$6.4M$6.7M+$309.4K2026-10-22
Vise Technologies, Inc.
INCREASED205,968107,752+98,216+91%$3.4M$6.7M+$3.3M2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED204,983211,700-6,717-3%$6.7M$6.7M-$44.9K2026-10-29
Annex Advisory Services, LLC
INCREASED203,954182,569+21,385+12%$5.8M$6.6M+$845.4K2026-10-16
MFA Wealth Services
INCREASED203,610196,877+6,733+3%$6.2M$6.6M+$380.5K2026-10-14
Holos Integrated Wealth LLC
INCREASED203,528195,498+8,030+4%$6.4M$7.0M+$607.3K2026-10-23
Bare Financial Services, Inc
INCREASED202,935154,602+48,333+31%$4.9M$6.6M+$1.7M2026-11-04
Axxcess Wealth Management, LLC
DECREASED201,399692,830-491,431-71%$22.0M$6.6M-$15.4M2026-10-21
WealthPLAN Partners, LLC
INCREASED198,867192,517+6,350+3%$6.1M$6.5M+$364.4K2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED198,297198,267+30+0%$6.3M$6.5M+$163.6K2026-11-03
Fagan Associates, Inc.
INCREASED196,655181,154+15,501+9%$5.7M$6.4M+$652.8K2026-10-13
Certified Advisory Corp
INCREASED195,373193,921+1,452+1%$6.1M$6.4M+$206.3K2026-10-29
AlphaCore Capital LLC
INCREASED194,747125,289+69,458+55%$4.0M$6.3M+$2.4M2026-11-04
Spire Wealth Management
INCREASED194,350193,912+438+0%$6.1M$6.3M+$173.3K2026-10-30
Vigilare Wealth Management
DECREASED194,200197,121-2,921-1%$6.3M$6.3M+$66.7K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED191,497164,288+27,209+17%$5.2M$6.2M+$1.0M2026-10-08
First Merchants Corp
DECREASED191,136199,885-8,749-4%$6.3M$6.2M-$120.7K2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED191,133189,804+1,329+1%$6.0M$6.2M+$198.9K2026-10-16
Alpha Omega Wealth Management LLC
INCREASED190,805184,517+6,288+3%$5.9M$6.2M+$355.9K2026-10-23
Crew Capital Management, Ltd
NEW189,435—+189,435——$6.2M—2026-10-28
Legacy Private Trust Co.
UNCHANGED189,049189,04900%$6.0M$6.1M+$155.0K2026-10-06
Trek Financial, LLC
DECREASED187,078221,405-34,327-15%$7.0M$6.1M-$935.1K2026-10-29
Cape Investment Advisory, Inc.
INCREASED186,669179,537+7,132+4%$5.7M$6.1M+$379.2K2026-10-13
Financial Partners Group, Inc
DECREASED185,898223,941-38,043-17%$7.1M$6.0M-$1.1M2026-10-19
Global Financial Private Client, LLC
DECREASED185,727185,729-20%$5.9M$6.0M+$152.3K2026-10-15
Iron Financial LLC
INCREASED184,943184,175+768+0%$5.8M$6.0M+$176.0K2026-10-23
Lynch & Associates
INCREASED184,645171,388+13,257+8%$5.4M$6.0M+$571.8K2026-10-13
Camden National Bank
INCREASED184,433176,598+7,835+4%$5.6M$6.0M+$399.7K2026-11-02
Towercrest Capital Management
INCREASED183,586179,585+4,001+2%$5.7M$6.0M+$277.4K2026-10-23
Alliance Wealth Management Group
INCREASED183,586179,585+4,001+2%$5.7M$6.0M+$277.4K2026-10-29
Advisortrust Partners, LLC
INCREASED183,020159,070+23,950+15%$5.0M$6.0M+$909.5K2026-11-02
Milestone Investment Advisors LLC
DECREASED182,801187,677-4,876-3%$6.0M$5.9M-$4.7K2026-11-05
LS Investment Advisors, LLC
INCREASED182,044179,175+2,869+2%$5.7M$5.9M+$240.3K2026-10-13
Cresta Advisors, Ltd.
INCREASED180,209158,224+21,985+14%$5.0M$5.9M+$844.9K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED180,182175,970+4,212+2%$5.6M$5.9M+$281.3K2026-10-16
Surience Private Wealth LLC
INCREASED179,96150,368+129,593+257%$1.6M$5.9M+$4.3M2026-10-16
Bensler, LLC
DECREASED178,963183,280-4,317-2%$5.8M$5.8M+$9.9K2026-11-05
Fifth Third Securities, Inc.
INCREASED178,589118,312+60,277+51%$3.8M$5.8M+$2.1M2026-10-21
Lexington Hill Partners, LLC
DECREASED176,605180,561-3,956-2%$5.7M$5.7M+$19.4K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED176,171160,835+15,336+10%$5.1M$5.7M+$631.3K2026-10-30
Root Financial Partners, LLC
INCREASED176,05782,129+93,928+114%$2.6M$5.7M+$3.1M2026-10-21
Sanders Morris Harris LLC
NEW175,751—+175,751——$5.8M—2026-10-14
PCA Investment Advisory Services Inc.
DECREASED175,672180,875-5,203-3%$5.7M$5.7M-$21.0K2026-10-13
Ignite Planners, LLC
INCREASED173,80466,419+107,385+162%$2.1M$5.7M+$3.6M2026-10-14
Fortis Group Advisors, LLC
INCREASED173,5028,474+165,028+1947%$268.7K$6.2M+$5.9M2026-11-06
Roman Butler Fullerton & Co
INCREASED172,862159,895+12,967+8%$5.2M$5.9M+$712.6K2026-10-27
Samalin Investment Counsel, LLC
INCREASED172,620112,607+60,013+53%$3.6M$5.6M+$2.0M2026-10-23
Sowell Financial Services LLC
INCREASED172,506153,465+19,041+12%$4.9M$5.6M+$745.3K2026-10-23
Berkeley, Inc
DECREASED169,772169,985-2130%$5.4M$5.5M+$132.5K2026-10-20
Decker Retirement Planning Inc.
DECREASED169,542185,246-15,704-8%$5.9M$5.5M-$358.9K2026-10-19
Liberty Capital Management, Inc.
INCREASED169,336168,419+917+1%$5.3M$5.5M+$167.9K2026-11-02
Meridian Wealth Management, LLC
INCREASED169,311136,105+33,206+24%$4.3M$5.5M+$1.2M2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED168,850162,179+6,671+4%$5.1M$5.5M+$350.0K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
INCREASED168,783166,018+2,765+2%$5.3M$5.5M+$226.1K2026-10-28
Good Harbor Advisors, Inc.
INCREASED168,692165,374+3,318+2%$5.2M$5.5M+$243.5K2026-10-20
Compass Financial Management LLC
INCREASED168,439160,913+7,526+5%$5.3M$5.5M+$223.9K2026-10-30
StoneX Group Inc.
INCREASED167,57084,911+82,659+97%$2.7M$5.5M+$2.8M2026-11-03
Titleist Asset Management, LLC
DECREASED167,167194,041-26,874-14%$6.2M$5.4M-$715.1K2026-10-08
Channel Wealth LLC
DECREASED165,255176,607-11,352-6%$5.6M$5.4M-$224.4K2026-11-06
Perryman Financial Advisory Inc
INCREASED165,249163,946+1,303+1%$5.2M$5.4M+$176.8K2026-10-16
Cutler Investment Counsel LLC
INCREASED163,973163,262+711+0%$5.2M$5.3M+$157.0K2026-10-28
Littlejohn Financial Services, Inc.
NEW163,542—+163,542——$5.3M—2026-11-06
Nikulski Financial, Inc.
DECREASED163,210169,587-6,377-4%$5.4M$5.3M-$68.4K2026-11-06
Milestone Asset Management, LLC
INCREASED162,92061,939+100,981+163%$2.0M$5.3M+$3.3M2026-10-15
Compass Financial Group, Inc
DECREASED162,455178,941-16,486-9%$5.7M$5.3M-$389.6K2026-10-13
Stackstone Wealth, LLC
NEW162,412—+162,412——$5.3M—2026-10-19
MBE Wealth Management, LLC
INCREASED160,989160,983+60%$5.1M$5.2M+$132.2K2026-10-26
Focused Alpha, LLC
INCREASED160,927149,169+11,758+8%$4.7M$5.2M+$504.8K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED160,817137,432+23,385+17%$4.4M$5.2M+$873.4K2026-10-27
Olio Financial Planning
DECREASED160,174161,377-1,203-1%$5.1M$5.2M+$93.2K2026-10-22
First Heartland Consultants, Inc.
INCREASED159,936139,657+20,279+15%$4.4M$5.2M+$774.2K2026-10-08
Simon Quick Advisors, LLC
INCREASED158,916158,763+153+0%$5.0M$5.2M+$135.2K2026-10-26
TrueWealth Advisors, LLC
DECREASED158,774165,674-6,900-4%$5.3M$5.2M-$88.6K2026-10-09
KCM Investment Advisors LLC
DECREASED158,361163,934-5,573-3%$5.2M$5.2M-$46.9K2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED157,8678,296+149,571+1803%$263.1K$5.1M+$4.9M2026-10-16
Aspen Investment Management Inc
INCREASED157,501138,852+18,649+13%$4.4K$5.1K+$7202026-11-05
TFB Advisors LLC
INCREASED156,64637,063+119,583+323%$1.2M$5.1M+$3.9M2026-11-02
LVM Capital Management LTD
INCREASED155,148150,001+5,147+3%$4.8K$5.0M+$5.0M2026-10-20
Andrews Advisory Associates, LLC
DECREASED154,583156,272-1,689-1%$5.0M$5.0M+$73.2K2026-10-15
Soltis Investment Advisors LLC
INCREASED150,429130,431+19,998+15%$4.1M$4.9M+$757.5K2026-10-28
Gradient Capital Advisors, LLC
INCREASED149,170147,747+1,423+1%$4.7M$4.9M+$167.4K2026-10-21
Jnba Financial Advisors
DECREASED148,444153,033-4,589-3%$4.9M$4.8M-$23.8K2026-11-03
10Elms LLP
INCREASED148,147137,593+10,554+8%$4.4M$4.8M+$456.1K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED146,571120,926+25,645+21%$3.8M$4.8M+$933.4K2026-10-21
Beam Wealth Advisors, Inc.
INCREASED146,214128,813+17,401+14%$4.1M$4.8M+$671.7K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED144,254147,028-2,774-2%$4.7M$4.7M+$30.3K2026-11-04
Valley Forge Investment Consultants Inc ADV
DECREASED144,141144,318-1770%$4.6M$4.7M+$112.6K2026-11-03
Mattern Wealth Management LLC
INCREASED144,048133,048+11,000+8%$4.2M$4.7M+$466.9K2026-11-04
Capital Investment Advisors, LLC
INCREASED144,036134,735+9,301+7%$4.3M$4.7M+$413.0K2026-10-22
Auxano Advisors, LLC
INCREASED143,570142,772+798+1%$4.5M$4.7M+$143.1K2026-11-06
North Forty Two & Co.
INCREASED143,080138,306+4,774+3%$4.4M$4.7M+$268.7K2026-10-19
CapWealth Advisors, LLC
DECREASED142,240183,324-41,084-22%$5.8M$4.6M-$1.2M2026-10-05
Zullo Investment Group, Inc.
INCREASED141,591135,169+6,422+5%$4.3M$4.6M+$319.8K2026-10-20
United Advisor Group, LLC
INCREASED141,341129,516+11,825+9%$4.1M$4.6M+$490.9K2026-11-03
Elevation Wealth Partners, LLC
INCREASED140,378137,173+3,205+2%$4.3M$4.6M+$216.8K2026-10-07
Portus Wealth Advisors, LLC
DECREASED137,615140,793-3,178-2%$4.5M$4.5M+$12.1K2026-10-13
Aprio Wealth Management, LLC
INCREASED137,48288,208+49,274+56%$2.8M$4.5M+$1.7M2026-10-28
RVW Wealth, LLC
DECREASED134,272136,106-1,834-1%$4.3M$4.4M+$51.9K2026-10-06
Ceera Investments, LLC
INCREASED133,807111,537+22,270+20%$3.5M$4.4M+$815.9K2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED133,355133,699-3440%$4.2M$4.3M+$98.4K2026-10-30
Cpwa, LLC
INCREASED133,051130,555+2,496+2%$4.1M$4.4M+$285.4K2026-11-04
US Bancorp \de\
INCREASED132,774132,629+145+0%$4.2M$4.3M+$113.4K2026-11-05
TPG Advisors LLC
DECREASED130,421134,702-4,281-3%$4.3M$4.2M-$28.8K2026-10-16
BXM Wealth LLC
INCREASED130,372129,752+620+0%$4.1M$4.2M+$126.6K2026-11-03
Hudock, Inc.
DECREASED129,444133,884-4,440-3%$4.2M$4.2M-$34.6K2026-10-14
KFG Wealth Management, LLC
INCREASED127,824113,374+14,450+13%$3.6M$4.2M+$563.0K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED127,682110,093+17,589+16%$3.5M$4.2M+$662.4K2026-10-14
Cambridge Advisors Inc.
DECREASED127,647127,686-390%$4.0M$4.2M+$103.4K2026-10-19
Sovran Advisors, LLC
INCREASED127,371116,485+10,886+9%$3.9M$4.5M+$595.0K2026-11-02
Mengis Capital Management, Inc.
INCREASED127,317126,627+690+1%$4.0M$4.1M+$126.3K2026-10-13
First National Trust Co
INCREASED126,932119,642+7,290+6%$3.8M$4.1M+$335.3K2026-10-28
Emerald Advisors, LLC
DECREASED126,598153,468-26,870-18%$4.9M$4.1M-$748.3K2026-10-13
Guyasuta Investment Advisors Inc
INCREASED125,931124,501+1,430+1%$3.9M$4.1M+$148.6K2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED125,197130,428-5,231-4%$4.1M$4.1M-$63.2K2026-11-04
WBH Advisory Inc
DECREASED124,943125,203-2600%$4.0M$4.1M+$94.2K2026-11-05
Schear Investment Advisers, LLC
NEW124,880—+124,880——$4.1M—2026-10-14
Tempo Wealth, LLC
INCREASED124,88063,566+61,314+96%$2.0M$4.1M+$2.0M2026-10-14
Baker Avenue Asset Management, LP
INCREASED124,822122,361+2,461+2%$3.9M$4.1M+$180.4K2026-11-06
Olistico Wealth, LLC
INCREASED124,750120,445+4,305+4%$3.8M$4.1M+$238.8K2026-10-05
Clearstead Trust, LLC
INCREASED124,085120,227+3,858+3%$3.8M$4.0M+$224.1K2026-11-06
WPG Advisers, LLC
INCREASED124,007123,602+405+0%$3.9M$4.0M+$114.5K2026-10-27
Decker Wealth Management LLC
DECREASED123,798126,229-2,431-2%$4.0M$4.0M+$24.4K2026-10-09
Warwick Investment Management, Inc.
DECREASED122,955129,922-6,967-5%$4.1M$4.0M-$120.1K2026-10-19
Flagship Wealth Advisors, LLC
DECREASED122,903123,884-981-1%$3.9M$4.0M+$69.7K2026-11-03
John W. Brooker & Co., CPAs
INCREASED122,579115,898+6,681+6%$3.7M$4.0M+$312.4K2026-10-21
AMG National Trust Bank
DECREASED121,910139,525-17,615-13%$4.4M$4.0M-$458.6K2026-11-05
Warner Financial, Inc
INCREASED121,327120,114+1,213+1%$3.8M$3.9M+$138.0K2026-11-06
RMG Wealth Management LLC
DECREASED120,855149,222-28,367-19%$5.1M$4.3M-$865.8K2026-10-26
Cowa, LLC
INCREASED119,964119,874+90+0%$3.8M$3.9M+$101.2K2026-10-30
CWS Financial Advisors, LLC
INCREASED119,423116,910+2,513+2%$3.7M$3.9M+$177.6K2026-10-16
Cap Partners, LLC
INCREASED118,744113,625+5,119+5%$3.6M$3.9M+$259.7K2026-10-19
Peachtree Investment Partners, LLC
INCREASED118,73772,242+46,495+64%$2.3M$3.9M+$1.6M2026-11-05
HUB Investment Partners, LLC
INCREASED118,55497,882+20,672+21%$3.1M$3.9M+$752.7K2026-11-03
LifeSteps Financial, Inc.
DECREASED117,518118,076-5580%$3.7M$3.8M+$78.7K2026-10-15
Nadler Financial Group, Inc.
DECREASED117,506122,227-4,721-4%$3.9M$3.8M-$53.3K2026-10-23
Centennial Advisors, LLC
INCREASED116,673102,760+13,913+14%$3.3M$3.8M+$536.9K2026-10-21
Sound Income Strategies, LLC
INCREASED115,933105,268+10,665+10%$3.3M$3.8M+$505.1K2026-10-09
Tenzing Financial LLC
DECREASED115,534116,735-1,201-1%$3.8M$4.0M+$192.3K2026-11-03
XY Planning Network, Inc.
INCREASED115,30291,174+24,128+26%$2.9M$3.8M+$859.7K2026-10-14
Financial Perspectives, Inc
INCREASED114,21896,608+17,610+18%$3.1M$3.7M+$652.1K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED114,092105,298+8,794+8%$3.3M$3.7M+$372.4K2026-10-20
Collective Family Office LLC
INCREASED113,689109,149+4,540+4%$3.5M$3.7M+$237.2K2026-10-05
Simplicity Wealth,LLC
INCREASED113,64870,212+43,436+62%$2.2M$3.7M+$1.5M2026-10-23
Advisors Management Group Inc
DECREASED112,994116,658-3,664-3%$3.7M$3.7K-$3.7M2026-11-05
Transcendent Capital Group LLC
DECREASED112,805125,979-13,174-10%$4.0M$3.7M-$325.2K2026-10-28
Hurley Capital, LLC
INCREASED111,993104,539+7,454+7%$3.3M$3.6M+$328.2K2026-11-05
ProVise Management Group, LLC
DECREASED111,135112,042-907-1%$3.6M$3.6M+$62.4K2026-11-06
Independent Solutions Wealth Management, LLC
INCREASED111,131104,567+6,564+6%$3.3M$3.6M+$299.3K2026-10-28
Joel Isaacson & Co., LLC
INCREASED110,87463,112+47,762+76%$2.0M$3.6M+$1.6M2026-11-05
Breakwater Investment Management
DECREASED110,839137,098-26,259-19%$4.3M$3.6M-$741.8K2026-10-20
Gilbert Capital Group, Inc.
NEW110,690—+110,690——$3.6M—2026-10-28
William John Sempolinski
INCREASED109,68010,820+98,860+914%$343.1K$3.6M+$3.2M2026-10-20
Woodside Wealth Management LLC
INCREASED108,321100,733+7,588+8%$3.2M$3.5M+$329.4K2026-10-16
McGrath & Associates, Inc.
DECREASED108,065109,404-1,339-1%$3.5M$3.5M+$46.2K2026-10-27
Precedent Wealth Partners, LLC
INCREASED108,01859,391+48,627+82%$1.9M$3.5M+$1.6M2026-10-21
My Personal CFO, LLC
INCREASED107,13567,890+39,245+58%$2.2M$3.5M+$1.3M2026-10-14
Verdence Capital Advisors LLC
INCREASED106,51789,804+16,713+19%$2.8M$3.5M+$617.3K2026-10-26
Corda Investment Management, Llc.
DECREASED106,479106,645-1660%$3.4M$3.5M+$82.1K2026-10-22
Magnus Financial Group LLC
INCREASED106,11394,161+11,952+13%$3.0M$3.5M+$466.0K2026-10-21
Bfsg, LLC
INCREASED105,486104,811+675+1%$3.3M$3.4M+$107.9K2026-10-30
Krilogy Financial LLC
INCREASED105,27997,857+7,422+8%$3.1M$3.5M+$398.6K2026-10-13
Money Concepts Capital Corp
INCREASED104,31384,864+19,449+23%$2.7M$3.4M+$702.2K2026-11-06
Piedmont Capital Management, LLC
INCREASED104,08592,985+11,100+12%$2.9M$3.4M+$437.3K2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED103,880101,215+2,665+3%$3.2M$3.4M+$169.7K2026-10-16
Sage Investment Advisers LLC
DECREASED103,565104,385-820-1%$3.3M$3.4M+$58.9K2026-10-21
Silverlake Wealth Management LLC
DECREASED102,108102,656-548-1%$3.3M$3.3M+$66.3K2026-10-21
Mitchell Sinkler & Starr
INCREASED101,87493,929+7,945+8%$3.0M$3.3M+$335.5K2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED101,48310,533,989-10,432,506-99%$10.9M$3.3M-$7.6M2026-10-14
King Luther Capital Management Corp
INCREASED101,100100,317+783+1%$3.2M$3.3M+$107.7K2026-11-05
BKM Wealth Management, LLC
INCREASED100,53186,377+14,154+16%$2.7M$3.3M+$531.3K2026-10-22
CoreCap Advisors, LLC
INCREASED100,24287,675+12,567+14%$2.8M$3.3M+$480.7K2026-10-08
Capital Squared Financial LLC
INCREASED100,12388,549+11,574+13%$2.8M$3.3M+$449.1K2026-10-30
Plus Group Wealth Advisors LLC
INCREASED99,66917,184+82,485+480%$544.9K$3.2M+$2.7M2026-10-19
Freestate Advisors LLC
DECREASED98,572102,366-3,794-4%$3.2M$3.2M-$39.5K2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED98,077127,787-29,710-23%$4.1M$3.2M-$861.7K2026-10-14
Trust Co of Vermont
INCREASED97,53410,521+87,013+827%$333.6K$3.2M+$2.8M2026-10-21
Capital Advisors, Ltd. LLC
INCREASED97,32775,465+21,862+29%$2.4K$3.2K+$7732026-10-27
International Assets Investment Management, LLC
INCREASED97,08778,241+18,846+24%$2.5M$3.2M+$680.8K2026-11-02
Journey Beyond Wealth, LLC
INCREASED96,87389,866+7,007+8%$2.8M$3.2M+$301.6K2026-11-04
Scott & Selber, Inc.
INCREASED96,04595,611+434+0%$3.0M$3.1M+$92.5K2026-10-21
Blueprint Investment Partners LLC
INCREASED95,88494,148+1,736+2%$3.0M$3.1M+$133.7K2026-10-28
Equity Wealth Partners, LLC
DECREASED95,217102,693-7,476-7%$3.3M$3.1M-$159.0K2026-10-26
Atlas Wealth Partners, LLC
INCREASED94,78392,103+2,680+3%$2.9M$3.1M+$162.7K2026-11-03
WealthCare Investment Partners, LLC
DECREASED94,58997,937-3,348-3%$3.1M$3.1M-$28.6K2026-11-05
Blueprint Financial Advisors LLC
INCREASED94,15793,090+1,067+1%$3.0M$3.1M+$111.0K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED94,06170,247+23,814+34%$2.2M$3.1M+$816.8K2026-10-13
RIA Advisory Group LLC
DECREASED93,71999,582-5,863-6%$3.2M$3.0M-$109.1K2026-10-15
Bell Bank
INCREASED93,68081,811+11,869+15%$2.6M$3.0M+$453.2K2026-10-21
Revolve Wealth Partners, LLC
DECREASED93,35694,514-1,158-1%$3.0M$3.0M+$39.8K2026-10-23
RFG Advisory, LLC
INCREASED93,29692,444+852+1%$2.9M$3.0M+$103.5K2026-11-03
Macroview Investment Management LLC
INCREASED93,02791,674+1,353+1%$2.9M$3.0M+$119.2K2026-10-26
Selby Wealth Management, LLC
DECREASED92,95799,145-6,188-6%$3.1M$3.0M-$120.0K2026-10-16
Hilltop National Bank
INCREASED92,77043,170+49,600+115%$1.4M$3.0M+$1.6M2026-10-14
Advisory Solutions Group, LLC
INCREASED92,72844,583+48,145+108%$1.4M$3.0M+$1.6M2026-10-14
Welch & Forbes LLC
UNCHANGED92,27792,27700%$2.9M$3.0M+$75.7K2026-11-04
Myecfo, LLC
DECREASED92,02292,155-1330%$2.9M$3.0M+$71.3K2026-10-14
Everhart Financial Group, Inc.
INCREASED92,02091,241+779+1%$2.9M$3.0M+$100.2K2026-10-08
Fermata Advisors, LLC
INCREASED91,85488,768+3,086+3%$2.8M$3.0M+$173.2K2026-10-13
Brighton Jones LLC
INCREASED91,08282,170+8,912+11%$2.6M$3.0M+$357.3K2026-11-03
Caldwell Trust Co
DECREASED90,89292,706-1,814-2%$2.9M$3.0M+$17.0K2026-10-30
Latitude Advisors, LLC
INCREASED90,78184,574+6,207+7%$2.7M$3.0M+$271.3K2026-10-27
Financial Solutions Advisory Group, Inc.
DECREASED90,553100,525-9,972-10%$3.2M$3.1M-$132.7K2026-10-28
Cambridge Financial Group, LLC
UNCHANGED90,24990,24900%$2.9M$2.9M$02026-10-06
Facet Wealth, Inc.
INCREASED89,72942,876+46,853+109%$1.4M$2.9M+$1.6M2026-11-04
SpringVest Wealth Management LLC
INCREASED89,06786,795+2,272+3%$2.8M$2.9M+$145.1K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED88,21497,360-9,146-9%$3.1M$2.9M-$217.7K2026-10-05
Jacobi Capital Management LLC
DECREASED87,88388,723-840-1%$2.8M$2.9M+$45.5K2026-11-05
Wealthcare Capital Management LLC
DECREASED87,37696,275-8,899-9%$3.1M$2.8M-$210.5K2026-10-21
Millennium Capital Advisors, LLC
DECREASED86,04386,118-750%$2.7M$2.8M+$68.2K2026-10-16
Asset Dedication, LLC
INCREASED85,33974,949+10,390+14%$2.4M$2.8M+$399.5K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED85,23185,399-1680%$2.7M$2.8M+$64.6K2026-10-20
BLB&B Advisors, LLC
INCREASED85,02980,208+4,821+6%$2.5M$2.8M+$222.6K2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
NEW84,474—+84,474——$2.7M—2026-10-28
PKS Advisory Services, LLC
UNCHANGED83,95283,95200%$2.7M$2.7M$02026-10-26
Blue Bell Private Wealth Management, LLC
DECREASED83,77084,755-985-1%$2.7M$2.7M+$37.5K2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED83,68782,038+1,649+2%$2.6M$2.7M+$120.9K2026-11-04
Csenge Advisory Group
INCREASED83,59578,268+5,327+7%$2.5M$2.7M+$237.5K2026-11-04
Daymark Wealth Partners, LLC
INCREASED83,49874,656+8,842+12%$2.4M$2.7M+$348.9K2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED83,34583,222+123+0%$2.6M$2.7M+$72.3K2026-11-06
Cypress Wealth Services, LLC
DECREASED83,26286,541-3,279-4%$2.7M$2.7M-$25.7K2026-10-21
Hilton Head Capital Partners, LLC
DECREASED83,170123,822-40,652-33%$3.9M$2.7M-$1.2M2026-10-23
Directional Asset Management
INCREASED83,10981,211+1,898+2%$2.6M$2.7M+$128.3K2026-10-22
Bison Wealth, LLC
INCREASED82,99475,628+7,366+10%$2.4M$2.8M+$322.1K2026-10-13
FMA Wealth Management, LLC
DECREASED82,79483,160-3660%$2.6M$2.7M+$56.3K2026-10-21
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED82,45282,45200%$2.6M$2.7M+$67.6K2026-10-21
Concord Wealth Partners
DECREASED82,07987,157-5,078-6%$2.8M$2.7M-$93.7K2026-11-02
Valeo Financial Advisors, LLC
INCREASED81,77078,826+2,944+4%$2.5M$2.7M+$160.4K2026-10-08
Boyer Financial Services, Inc.
DECREASED81,55982,356-797-1%$2.7M$2.7M-$14.4K2026-10-23
Balentine LLC
INCREASED81,48781,459+28+0%$2.6M$2.7M+$67.7K2026-11-03
Juno Financial Group LLC
DECREASED80,987105,877-24,890-24%$3.4M$2.6M-$722.9K2026-10-27
Villere ST Denis J & Co LLC
INCREASED80,55772,716+7,841+11%$2.3M$2.6M+$314.7K2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED80,50953,453+27,056+51%$1.7M$2.6M+$952.3K2026-11-03
Columbia Advisory Partners LLC
DECREASED80,13983,265-3,126-4%$2.6M$2.6M-$33.4K2026-10-15
Guardian Asset Advisors, LLC
INCREASED79,66840,938+38,730+95%$1.3M$2.6M+$1.3M2026-10-16
Fairscale Capital, LLC
DECREASED79,39581,679-2,284-3%$2.6M$2.8M+$250.7K2026-11-04
Great Waters Wealth Management
INCREASED78,78477,319+1,465+2%$2.5M$2.6M+$111.1K2026-10-07
Cornerstone Planning Group LLC
DECREASED78,20279,107-905-1%$2.6M$2.6M-$18.8K2026-10-16
Balefire, LLC
INCREASED76,70035,973+40,727+113%$1.1M$2.5M+$1.4M2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED76,59175,886+705+1%$2.4M$2.5M+$85.2K2026-10-27
KG Capital Management
INCREASED76,41663,845+12,571+20%$2.0M$2.5M+$461.3K2026-10-15
Bangor Savings Bank
DECREASED76,23376,656-423-1%$2.4M$2.5M+$49.1K2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED76,21476,551-3370%$1.8M$2.5K-$1.8M2026-11-04
BG Investment Services, LLC
INCREASED75,99568,043+7,952+12%$2.2M$2.5M+$314.5K2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED75,23675,202+34+0%$2.4M$2.4M+$62.8K2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED75,09271,706+3,386+5%$2.3M$2.4M+$168.9K2026-11-05
Park Edge Advisors, LLC
INCREASED74,70566,837+7,868+12%$2.1M$2.4M+$310.8K2026-10-28
RDA Financial Network
DECREASED74,53878,663-4,125-5%$2.5M$2.4M-$69.7K2026-10-15
Factor Wealth Management LTD
DECREASED74,32978,334-4,005-5%$2.5M$2.4M-$66.1K2026-10-08
Mainsail Financial Group, LLC
INCREASED74,12071,087+3,033+4%$2.3M$2.4M+$157.0K2026-10-23
Traynor Capital Management, Inc.
INCREASED74,05664,554+9,502+15%$2.0M$2.4M+$362.1K2026-10-29
Etesian Wealth Advisors, Inc.
INCREASED73,60034,090+39,510+116%$1.1M$2.4M+$1.3M2026-10-27
GHP Investment Advisors, Inc.
INCREASED73,37273,315+57+0%$2.3M$2.4M+$62.0K2026-10-15
Eastern Bank
UNCHANGED73,32873,32800%$2.3M$2.4M+$60.1K2026-10-05
Boyd Watterson Asset Management LLC
UNCHANGED72,96372,96300%$2.3M$2.4M+$59.8K2026-11-06
BIP Wealth, LLC
INCREASED72,34656,538+15,808+28%$1.8M$2.4M+$560.6K2026-10-22
Weaver Consulting Group
DECREASED70,45470,802-3480%$2.2M$2.3M+$46.7K2026-10-07
Wesbanco Bank Inc
DECREASED70,42782,367-11,940-14%$2.6M$2.3M-$320.9K2026-11-04
Clear Creek Financial Management, LLC
INCREASED70,14162,011+8,130+13%$2.0M$2.3M+$315.3K2026-10-28
Trust Co
INCREASED70,04139,354+30,687+78%$1.2M$2.3M+$1.0M2026-10-09
San Luis Wealth Advisors LLC
INCREASED69,76962,195+7,574+12%$2.0M$2.3M+$297.4K2026-10-27
Evanson Financial, LLC
DECREASED69,37274,231-4,859-7%$2.4M$2.3M-$97.2K2026-10-23
NWF Advisory Services Inc.
DECREASED69,23172,356-3,125-4%$2.3M$2.3M-$42.3K2026-10-19
Verus Financial Partners, Inc.
INCREASED69,09367,820+1,273+2%$2.2M$2.2M+$97.0K2026-10-29
Birchwood Financial Partners, Inc.
INCREASED68,61662,385+6,231+10%$2.0M$2.2M+$253.8K2026-11-02
Inscription Capital, LLC
INCREASED68,59063,182+5,408+9%$2.0M$2.2M+$227.7K2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED68,49924,944+43,555+175%$791.0K$2.2M+$1.4M2026-10-09
Carrera Capital Advisors
DECREASED68,28698,833-30,547-31%$3.1M$2.2M-$912.6K2026-11-03
Whitener Capital Management, Inc.
INCREASED68,21867,963+255+0%$2.2M$2.2M+$64.0K2026-10-15
Fisher Asset Management, LLC
INCREASED68,15047,519+20,631+43%$1.5M$2.2M+$710.1K2026-11-06
Gradient Investments LLC
INCREASED68,08861,957+6,131+10%$2.0M$2.2M+$250.3K2026-10-08
Wise Wealth Partners
INCREASED67,88565,175+2,710+4%$2.1M$2.2M+$141.6K2026-10-14
Pennsylvania Capital Management Inc
DECREASED67,45269,237-1,785-3%$2.2M$2.2M-$1.3K2026-11-05
CPC Advisors, LLC
DECREASED64,95065,892-942-1%$2.1M$2.1M+$23.4K2026-10-21
Tred Avon Family Wealth, LLC
INCREASED64,81364,206+607+1%$2.0M$2.1M+$72.4K2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED64,77162,537+2,234+4%$2.0M$2.1M+$123.9K2026-10-19
Thrive Wealth Management, LLC
INCREASED64,51059,845+4,665+8%$1.9M$2.1M+$200.8K2026-10-13
Elevate Wealth Advisory, Inc
DECREASED64,34764,670-3230%$2.1M$2.1M+$42.5K2026-10-29
Serenity Investment Advisors
INCREASED64,21535,308+28,907+82%$1.2M$2.1M+$849.2K2026-10-30
Verity Asset Management, Inc.
INCREASED64,18660,638+3,548+6%$1.9M$2.1M+$165.2K2026-10-30
Insight Inv LLC
INCREASED63,92861,110+2,818+5%$1.9M$2.1M+$141.8K2026-10-27
Retirement Planning Group, LLC
DECREASED63,31971,436-8,117-11%$2.3M$2.1M-$205.5K2026-10-19
Foguth Wealth Management, Llc.
DECREASED63,252559,502-496,250-89%$18.3M$2.2M-$16.2M2026-10-19
Chapman Financial Group, LLC
DECREASED62,42463,624-1,200-2%$2.0M$2.0M+$13.1K2026-10-26
Indivisible Partners
INCREASED62,28851,334+10,954+21%$1.6M$2.0M+$398.4K2026-10-26
Todd Wealth Management, LLC
DECREASED62,21867,729-5,511-8%$2.1M$2.0M-$123.7K2026-10-19
ETF Store, Inc.
INCREASED62,08057,883+4,197+7%$1.8M$2.0M+$184.0K2026-10-19
Naples Global Advisors, LLC
DECREASED62,06365,994-3,931-6%$2.1M$2.0M-$73.8K2026-11-05
Stillwater Wealth Management Group
INCREASED61,74442,387+19,357+46%$1.3M$2.0M+$664.4K2026-10-21
Cottage Street Advisors LLC
INCREASED61,59056,619+4,971+9%$1.8M$2.0M+$208.1K2026-10-19
MFG Wealth Management, Inc.
DECREASED61,43064,208-2,778-4%$2.0M$2.0M-$37.7K2026-10-09
Anson Capital, Inc.
INCREASED60,98653,364+7,622+14%$1.7M$2.0M+$291.7K2026-10-23
Carroll Advisory Group, LLC
INCREASED60,82258,255+2,567+4%$1.8M$2.0M+$131.3K2026-10-16
4Wealth Advisors, Inc.
NEW59,150—+59,150——$1.9M—2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED58,98358,249+734+1%$1.8M$1.9M+$71.6K2026-10-23
Cathy Pareto & Associates, Inc
INCREASED58,97058,169+801+1%$1.8M$1.9M+$73.8K2026-10-15
Genesee Capital Advisors, LLC
INCREASED58,79158,238+553+1%$1.8M$1.9M+$65.7K2026-10-20
Enclave Advisors LLC
INCREASED58,44356,712+1,731+3%$1.8M$1.9M+$102.8K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED57,12447,556+9,568+20%$1.5M$1.9M+$350.2K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED57,08156,686+395+1%$1.8M$1.9M+$59.3K2026-11-04
Townsend Asset Management Corp
DECREASED57,07357,230-1570%$1.8M$1.9M+$41.8K2026-10-29
Register Financial Advisors LLC
INCREASED57,04353,809+3,234+6%$1.7M$1.9M+$149.3K2026-10-23
Probity Advisors, Inc.
DECREASED56,92757,227-300-1%$1.8M$1.9M+$37.2K2026-10-23
Compass Financial Group, Inc. (Ohio)
DECREASED56,30794,055-37,748-40%$3.0M$1.8M-$1.2M2026-10-19
Sun Group Wealth Partners
INCREASED55,83235,284+20,548+58%$1.1M$1.8M+$697.4K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED55,5493,083+52,466+1702%$97.8K$1.8M+$1.7M2026-10-23
Sagace Wealth Management LLC
INCREASED55,31254,593+719+1%$1.7M$1.8M+$68.2K2026-10-28
Triton Wealth Management, Pllc
DECREASED55,21055,398-1880%$1.8M$2.0M+$178.0K2026-11-04
IFS Advisors, LLC
INCREASED54,9681,220+53,748+4406%$38.7K$1.8M+$1.7M2026-10-14
LexAurum Advisors, LLC
INCREASED54,91653,333+1,583+3%$1.7M$1.8M+$95.2K2026-10-19
Aurora Private Wealth, Inc.
DECREASED54,83255,142-310-1%$1.7M$1.8K-$1.7M2026-10-20
Concord Asset Management, LLC
DECREASED54,58159,830-5,249-9%$1.9M$1.8M-$121.7K2026-11-02
Armor Investment Advisors, LLC
DECREASED54,57360,953-6,380-10%$1.9M$1.8M-$157.6K2026-10-27
Private Trust Co NA
INCREASED54,50451,489+3,015+6%$1.6M$1.8M+$140.3K2026-10-20
Parkside Financial Bank & Trust
DECREASED54,36155,271-910-2%$1.8M$1.8M+$15.7K2026-10-27
McAdam, LLC
INCREASED53,95852,518+1,440+3%$1.7M$1.8M+$89.9K2026-10-21
Signet Investment Advisory Group, Inc.
INCREASED53,26852,703+565+1%$1.7M$1.7M+$61.6K2026-10-30
Great Lakes Advisors, LLC
DECREASED53,26153,748-487-1%$1.7M$1.7M+$28.2K2026-11-06
GC Wealth Management RIA, LLC
UNCHANGED52,79252,79200%$1.7M$1.7M+$43.3K2026-11-02
Clark Wealth Partners
INCREASED52,32852,140+188+0%$1.7M$1.7M+$48.9K2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED52,23951,235+1,004+2%$1.6M$1.7M+$74.7K2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED52,20747,835+4,372+9%$1.5M$1.7M+$181.4K2026-10-08
Centurion Wealth Management LLC
DECREASED52,08254,649-2,567-5%$1.7M$1.7M-$38.7K2026-10-13
Washington Trust Advisors, Inc.
INCREASED51,92148,441+3,480+7%$1.5M$1.7M+$152.9K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED51,67046,978+4,692+10%$1.5M$1.7M+$191.2K2026-10-21
Agate Pass Investment Management, LLC
DECREASED51,66057,979-6,319-11%$1.8M$1.7M-$158.0K2026-10-20
Apella Capital, LLC
INCREASED51,65340,488+11,165+28%$1.3M$1.7M+$369.0K2026-10-08
First Growth Capital LLC
DECREASED51,61956,645-5,026-9%$1.8M$1.7M-$117.0K2026-10-15
W Advisors, LLC
INCREASED51,59648,852+2,744+6%$1.5M$1.7M+$129.4K2026-11-02
Semus Wealth Partners LLC
INCREASED51,33951,161+178+0%$1.6M$1.7M+$47.7K2026-10-22
Redw Wealth LLC
DECREASED51,15253,561-2,409-4%$1.7M$1.7M-$34.4K2026-11-02
Ehrlich Financial Group
DECREASED50,84751,142-295-1%$1.6M$1.7M+$32.3K2026-10-20
Milestone Asset Management Group, LLC
INCREASED50,69049,065+1,625+3%$1.6M$1.6M+$93.1K2026-10-20
WealthBridge Capital Management, LLC
INCREASED50,56746,155+4,412+10%$1.5M$1.6M+$181.4K2026-10-16
Capital Square, LLC
DECREASED50,53952,540-2,001-4%$1.7M$1.6M-$58.3K2026-10-19
Glass Jacobson Investment Advisors llc
INCREASED50,43547,590+2,845+6%$1.5M$1.6M+$131.6K2026-10-26
Independent Wealth Advisors LLC
INCREASED49,99715,997+34,000+213%$507.3K$1.6M+$1.1M2026-10-27
TD Waterhouse Canada Inc.
INCREASED49,90613,527+36,379+269%$430.9K$1.6M+$1.2M2026-10-16
Integrity Advisory Solutions, LLC
INCREASED49,54418,096+31,448+174%$573.8K$1.6M+$1.0M2026-10-29
Opus Financial Solutions LLC
INCREASED49,40248,910+492+1%$1.6M$1.6M+$56.1K2026-11-06
Nations Financial Group Inc,
DECREASED49,37057,647-8,277-14%$1.8M$1.6M-$222.0K2026-11-05
Outfitters Financial LLC
UNCHANGED48,95548,95500%$1.6M$1.6M+$40.1K2026-10-23
Blvd Private Wealth, LLC
INCREASED48,91246,908+2,004+4%$1.5M$1.6M+$103.7K2026-10-14
Elmwood Wealth Management, Inc.
INCREASED48,63048,625+5+0%$1.5M$1.6M+$40.0K2026-10-14
Diversified Trust Co
DECREASED48,51252,646-4,134-8%$1.7M$1.6M-$91.3K2026-11-06
West Bancorporation Inc
DECREASED48,38651,986-3,600-7%$1.6M$1.6M-$74.5K2026-10-29
Grantvest Financial Group LLC
INCREASED48,19545,620+2,575+6%$1.4M$1.6M+$121.2K2026-10-21
Aspiriant, LLC
INCREASED47,98842,417+5,571+13%$1.3M$1.6M+$216.0K2026-10-16
FF Advisors,LLC
INCREASED47,26524,793+22,472+91%$786.2K$1.5M+$751.3K2026-10-21
Landaas & Co
INCREASED47,13645,348+1,788+4%$1.4M$1.5M+$95.3K2026-10-29
Costello Asset Management, Inc
INCREASED47,05046,933+117+0%$1.5M$1.5M+$42.3K2026-10-30
Silvia Mccoll Wealth Management, LLC
DECREASED47,04547,595-550-1%$1.5M$1.5M+$21.1K2026-10-07
Missouri Trust & Investment Co
DECREASED47,03948,392-1,353-3%$1.6M$1.5M-$89.5K2026-11-04
Modera Wealth Management, LLC
INCREASED46,91537,500+9,415+25%$1.2M$1.5M+$337.0K2026-10-28
Lanark Financial, Inc.
DECREASED46,86354,095-7,232-13%$1.7M$1.5M-$190.9K2026-10-26
Wolfstich Capital, LLC
INCREASED46,81343,231+3,582+8%$1.4M$1.5M+$137.5K2026-10-14
TruNorth Capital Management, LLC
INCREASED46,80246,795+7+0%$1.5M$1.5M+$38.6K2026-10-14
Eagle Harbor Asset Management Inc
INCREASED46,73946,666+73+0%$1.5M$1.5M+$40.7K2026-10-21
Ironwood Financial, llc
INCREASED46,70641,901+4,805+11%$1.4M$1.5M+$155.1K2026-10-20
McGlone Suttner Wealth Management, Inc.
DECREASED46,51646,745-2290%$1.5M$1.5M+$30.9K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED46,19842,744+3,454+8%$1.4M$1.5M+$147.4K2026-10-14
Gilpin Wealth Management, LLC
INCREASED46,10545,382+723+2%$1.4M$1.5M+$60.7K2026-10-09
Retirement Guys Formula LLC
INCREASED46,01140,888+5,123+13%$1.3M$1.5M+$200.2K2026-10-26
Catalyst Investment Management LLC
INCREASED45,95645,839+117+0%$1.5M$1.5M+$41.4K2026-10-21
Carret Asset Management, LLC
INCREASED45,81442,297+3,517+8%$1.3M$1.5M+$149.1K2026-11-04
Moors & Cabot, Inc.
INCREASED45,69843,152+2,546+6%$1.4M$1.5M+$118.2K2026-11-06
Insight Advisors, LLC/ PA
INCREASED45,39734,993+10,404+30%$1.1M$1.5M+$367.2K2026-10-22
SAX Wealth Advisors, LLC
INCREASED45,13239,444+5,688+14%$1.2M$1.5M+$258.0K2026-10-13
Private Advisory Group LLC
INCREASED44,61644,212+404+1%$1.4M$1.5M+$49.4K2026-11-06
Woodmont Investment Counsel LLC
INCREASED44,51543,752+763+2%$1.4M$1.4M+$60.7K2026-10-29
Hamel Associates, Inc.
DECREASED44,11747,995-3,878-8%$1.5M$1.4M-$86.8K2026-11-06
Cornerstone Wealth Group, LLC
DECREASED43,98346,378-2,395-5%$1.5M$1.4M-$39.9K2026-11-02
Evergreen Wealth Management, LLC
DECREASED43,79244,858-1,066-2%$1.4M$1.4M+$2.1K2026-11-06
Attessa Capital LLC
DECREASED43,27544,010-735-2%$1.4M$1.4M+$12.2K2026-10-09
Bernardo Wealth Planning LLC
INCREASED42,99427,613+15,381+56%$875.6K$1.4M+$523.0K2026-10-23
Squire Investment Management Company, LLC
INCREASED42,88642,885+10%$1.4M$1.4M+$35.2K2026-11-03
First National Bank Sioux Falls
NEW42,728—+42,728——$1.4M—2026-10-13
Boyce & Associates Wealth Consulting, Inc.
DECREASED42,51944,999-2,480-6%$1.4M$1.4M-$43.8K2026-10-14
Wespac Advisors, LLC
INCREASED42,16931,964+10,205+32%$1.0M$1.4M+$358.2K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED41,71151,689-9,978-19%$1.6M$1.4M-$282.2K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED41,45641,45600%$1.3M$1.3M+$34.0K2026-10-22
VestGen Advisors, LLC
INCREASED41,43134,584+6,847+20%$1.1M$1.3M+$251.1K2026-10-27
Worth Financial Advisory Group, LLC
DECREASED41,35641,972-616-1%$1.3M$1.3M+$14.4K2026-10-19
Partners Wealth Management, LLC
INCREASED41,33112,095+29,236+242%$383.5K$1.3M+$961.0K2026-10-28
Solidarity Wealth, LLC
INCREASED41,21638,248+2,968+8%$1.2M$1.3M+$127.9K2026-10-15
Kanawha Capital Management LLC
INCREASED41,08140,872+209+1%$1.3M$1.3M+$40.3K2026-10-19
Princeton Global Asset Management LLC
DECREASED41,04042,950-1,910-4%$1.4M$1.3M-$26.9K2026-10-21
Ritholtz Wealth Management
INCREASED40,86736,636+4,231+12%$1.2M$1.3M+$167.7K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED40,809165,107-124,298-75%$5.2M$1.3M-$3.9M2026-10-26
Advisory Resource Group
DECREASED40,59459,694-19,100-32%$1.9M$1.3M-$572.4K2026-10-26
Ellis Investment Partners, LLC
INCREASED40,50539,619+886+2%$1.3M$1.3M+$61.3K2026-10-21
Tull Financial Group, Inc.
DECREASED40,46446,302-5,838-13%$1.5M$1.3M-$151.9K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED40,25840,254+4+0%$1.3M$1.4M+$72.2K2026-10-21
One Day In July LLC
DECREASED40,25740,279-220%$1.3M$1.3M+$32.3K2026-10-30
Beacon Financial Advisory LLC
INCREASED40,21839,151+1,067+3%$1.2M$1.3M+$66.8K2026-10-16
Shearwater Capital LLC
UNCHANGED39,91039,91000%$1.3M$1.3M+$32.7K2026-10-13
Stone Wealth Partners
INCREASED39,90017,245+22,655+131%$546.8K$1.3M+$757.5K2026-11-05
LifeWealth Investments, LLC
NEW39,604—+39,604——$1.3M—2026-10-21
Revisor Wealth Management LLC
DECREASED39,59342,526-2,933-7%$1.3M$1.3M-$19.3K2026-10-20
Colorado Capital Management, Inc.
DECREASED39,51440,545-1,031-3%$1.3K$1.3K-$12026-10-15
Swmg, LLC
NEW39,355—+39,355——$1.4M—2026-10-23
SYM Financial Corp
DECREASED39,32240,810-1,488-4%$1.3M$1.3M-$14.9K2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED38,97434,207+4,767+14%$1.1M$1.3M+$183.1K2026-11-02
Vanguard Capital Wealth Advisors
INCREASED38,88038,584+296+1%$1.2M$1.3M+$41.3K2026-10-16
Florida Trust Wealth Management Co
DECREASED38,63438,984-350-1%$1.2M$1.3M+$20.6K2026-11-05
Guardian Wealth Management, Inc.
INCREASED38,55738,380+177+0%$1.2M$1.3M+$37.2K2026-10-30
Nabity-Jensen Investment Management Inc
UNCHANGED38,47638,47600%$1.2M$1.3M+$31.6K2026-10-23
AF Advisors, Inc.
INCREASED38,08835,878+2,210+6%$1.1M$1.2M+$101.3K2026-11-06
Insight Wealth Partners, LLC
INCREASED37,78836,710+1,078+3%$1.2M$1.2M+$65.2K2026-10-26
Strategic Advisors LLC
INCREASED37,75714,486+23,271+161%$459.3K$1.2M+$768.9K2026-10-13
First Financial Group Corp
DECREASED37,38137,385-40%$1.2M$1.2M+$30.5K2026-10-22
Meridian Management Co
INCREASED37,25436,956+298+1%$1.2M$1.2M+$40.0K2026-11-06
Pachira Investments Inc.
NEW37,228—+37,228——$1.2M—2026-10-14
CWA Asset Management Group, LLC
DECREASED37,03438,612-1,578-4%$1.2M$1.2M-$19.7K2026-10-19
Meredith Wealth Planning
NEW36,956—+36,956——$1.2M—2026-10-14
Compass Ion Advisors, LLC
DECREASED36,87839,137-2,259-6%$1.2M$1.2M-$41.4K2026-10-23
Omni 360 Wealth, Inc.
DECREASED36,76137,040-279-1%$1.2M$1.2M+$21.3K2026-10-13
Third View Private Wealth, LLC
NEW36,711—+36,711——$1.2M—2026-10-30
Strategy Asset Managers LLC
INCREASED36,69635,181+1,515+4%$1.1M$1.2M+$78.1K2026-10-14
Marino, Stram & Associates LLC
DECREASED36,56436,959-395-1%$1.2M$1.2M+$17.5K2026-10-22
Evolution Wealth Advisors, LLC
INCREASED36,50936,393+116+0%$1.2M$1.2M+$33.6K2026-11-03
Arsenal Capital Advisors LLC
INCREASED36,31733,728+2,589+8%$1.1M$1.2M+$111.9K2026-11-02
Novem Group
INCREASED36,21035,846+364+1%$1.1M$1.2M+$41.2K2026-10-19
Fulcrum Equity Management
DECREASED35,77146,574-10,803-23%$1.5M$1.2M-$313.2K2026-10-21
Beaumont Financial Advisors, LLC
INCREASED35,67234,955+717+2%$1.1M$1.2M+$52.0K2026-10-22
Almanack Investment Partners, Llc.
INCREASED35,57928,939+6,640+23%$917.7K$1.2M+$239.7K2026-11-03
Foster Victor Wealth Advisors, LLC
DECREASED35,43358,702-23,269-40%$1.9M$1.2M-$677.0K2026-10-21
Focused Wealth Management, Inc
INCREASED35,39031,973+3,417+11%$1.0M$1.2M+$137.4K2026-10-30
Meitav Investment House LTD
DECREASED35,28036,684-1,404-4%$1.2M$1.1M-$15.6K2026-10-28
Worth Asset Management, LLC
INCREASED35,27015,416+19,854+129%$488.8K$1.1M+$658.5K2026-10-07
Advisor OS, LLC
INCREASED35,26728,411+6,856+24%$900.9K$1.1M+$246.4K2026-11-03
Code Waechter LLC
UNCHANGED35,19235,19200%$1.1M$1.1M+$28.9K2026-10-23
Embree Financial Group
INCREASED35,19134,823+368+1%$1.1M$1.1M+$40.5K2026-10-22
Bank of New Hampshire
INCREASED35,15330,805+4,348+14%$976.8K$1.1M+$166.7K2026-10-06
Morling Financial Advisors, LLC
UNCHANGED35,11935,11900%$1.1M$1.1M+$28.8K2026-10-28
Narwhal Capital Management
DECREASED34,98835,238-250-1%$1.1M$1.1M+$20.8K2026-11-04
Clark Asset Management, LLC
INCREASED34,81517,079+17,736+104%$541.6K$1.1M+$591.0K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED34,81534,495+320+1%$1.1M$1.1M+$38.7K2026-11-02
True North Advisors, LLC
NEW34,768—+34,768——$1.1M—2026-10-22
Financial Planning Hawaii, Inc.
INCREASED34,40829,419+4,989+17%$932.9K$1.1M+$186.4K2026-10-13
CFS Investment Advisory Services, LLC
UNCHANGED34,32734,32700%$1.1M$1.1M+$15.8K2026-10-19
Wernau Asset Management Inc.
INCREASED34,21233,994+218+1%$1.1M$1.1M+$35.0K2026-10-19
Salem Investment Counselors Inc
DECREASED34,16734,832-665-2%$1.1M$1.1M+$6.9K2026-10-13
Aaron Wealth Advisors LLC
INCREASED34,06734,055+12+0%$1.1M$1.1M+$28.3K2026-10-13
RMR Wealth Builders
INCREASED34,04423,540+10,504+45%$746.4K$1.1M+$361.0K2026-10-22
Elevation Capital Advisory, LLC
DECREASED33,79739,071-5,274-13%$1.2M$1.1M-$139.5K2026-10-29
Signaturefd, LLC
INCREASED33,71221,722+11,990+55%$688.8K$1.1M+$407.8K2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED33,70530,704+3,001+10%$990.5K$1.1M+$126.8K2026-10-13
Smith Partners Wealth Management, LLC
DECREASED33,68747,856-14,169-30%$1.5M$1.1M-$421.7K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED33,60632,039+1,567+5%$1.0M$1.1M+$77.3K2026-10-29
Fusion Capital, LLC
INCREASED33,46932,397+1,072+3%$1.0M$1.1M+$61.4K2026-10-28
Saxony Capital Management, LLC
INCREASED33,36624,184+9,182+38%$766.9K$1.1M+$318.5K2026-10-15
Clear Point Advisors Inc.
INCREASED33,33821,491+11,847+55%$681.5K$1.1M+$403.0K2026-10-30
Lederer & Associates Investment Counsel
INCREASED32,73930,660+2,079+7%$972$1.1K+$932026-10-23
First Community Trust NA
INCREASED32,7162,097+30,619+1460%$66.5K$1.1M+$997.8K2026-10-07
Brown Wealth Management, LLC
INCREASED32,68725,354+7,333+29%$804.0K$1.1M+$259.3K2026-10-20
American Capital Advisory, LLC
UNCHANGED32,44132,44100%$1.0M$1.1M+$26.6K2026-10-28
Yoder Wealth Management, Inc.
DECREASED32,33533,576-1,241-4%$1.1M$1.1M-$12.8K2026-10-13
Nova Financial LLC
NEW32,326—+32,326——$1.1M—2026-11-04
Van Cleef Asset Management,Inc
INCREASED32,21231,482+730+2%$998.3K$1.0M+$49.6K2026-10-20
BridgePort Financial Solutions, LLC
INCREASED32,11110,160+21,951+216%$322.2K$1.0M+$722.4K2026-11-02
Soundwatch Capital LLC
DECREASED32,02137,128-5,107-14%$1.2M$1.0M-$129.6K2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED31,88934,781-2,892-8%$1.1M$1.0M-$65.6K2026-10-22
Sterling Investment Management, LLC
INCREASED31,70431,331+373+1%$993.5K$1.0M+$37.8K2026-10-16
Mather Group, Llc.
INCREASED31,55424,816+6,738+27%$786.9K$1.0M+$239.5K2026-10-14
Pinion Investment Advisors, LLC
INCREASED31,50730,370+1,137+4%$963.0K$1.0M+$61.9K2026-11-04
PDS Planning, Inc
INCREASED31,42820,054+11,374+57%$635.9K$1.0M+$386.4K2026-11-03
Sage Financial Group Inc
INCREASED31,41727,792+3,625+13%$881.3K$1.0M+$140.7K2026-10-27
Connecticut Wealth Management, LLC
INCREASED31,36830,000+1,368+5%$951.3K$1.0M+$69.1K2026-10-13
Paulson Wealth Management Inc.
DECREASED31,35833,091-1,733-5%$1.0M$1.0M-$29.2K2026-11-02
Financial Designs Corp
DECREASED31,313125,694-94,381-75%$4.0M$1.0M-$3.0M2026-10-09
Avalon Capital Management
UNCHANGED31,05031,05000%$984.6K$1.0M+$25.5K2026-11-04
Essex Bank
INCREASED31,00229,448+1,554+5%$933.5K$1.0M+$74.7K2026-10-16
Darrow Company, Inc.
INCREASED30,70830,703+5+0%$977.0K$1.0M+$26.9K2026-10-22
Keystone Wealth Services, LLC
INCREASED30,58926,291+4,298+16%$833.7K$1.0M+$171.1K2026-11-03
Calamos Wealth Management LLC
INCREASED30,47826,885+3,593+13%$852.5K$991.4K+$138.9K2026-11-02
Dala Group, LLC
DECREASED30,47831,303-825-3%$992.6K$991.4K-$1.2K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED30,33030,229+101+0%$958.6K$986.6K+$28.1K2026-10-05
SWS Partners
UNCHANGED30,31530,31500%$961.3K$986.1K+$24.9K2026-10-26
AMI Investment Management Inc
NEW30,175—+30,175——$981.6K—2026-10-27
Successful Portfolios LLC
DECREASED29,92230,103-181-1%$975.0K$979.0K+$4.0K2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED29,72434,489-4,765-14%$1.1M$966.9K-$126.7K2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED29,69229,174+518+2%$925.1K$965.9K+$40.8K2026-10-30
Accurate Wealth Management, LLC
DECREASED29,67530,268-593-2%$980.7K$990.3K+$9.6K2026-10-20
RHS Financial, LLC
DECREASED29,60236,758-7,156-19%$1.2M$963.0K-$202.6K2026-10-13
J. Safra Sarasin Holding AG
INCREASED29,57929,363+216+1%$931.4K$962.2K+$30.8K2026-10-26
Innova Wealth Partners
INCREASED29,56417,898+11,666+65%$567.5K$961.7K+$394.2K2026-10-21
Russell Investments Group, Ltd.
INCREASED29,48428,904+580+2%$916.5K$959.1K+$42.6K2026-11-06
Evolution Wealth Management Inc.
INCREASED29,45028,088+1,362+5%$890.7K$958.0K+$67.3K2026-10-28
Buska Wealth Management, LLC
DECREASED29,21029,448-238-1%$933.8K$950.2K+$16.4K2026-10-08
Creekside Partners
DECREASED29,20529,395-190-1%$932.1K$950.0K+$17.9K2026-11-04
R2 Capital Strategies, LLC
INCREASED29,05327,892+1,161+4%$884.5K$945.1K+$60.6K2026-10-15
Bailard, Inc.
INCREASED29,02928,538+491+2%$904.9K$944.3K+$39.4K2026-10-13
Gemmer Asset Management LLC
INCREASED28,90821,618+7,290+34%$685.5K$940.4K+$254.9K2026-10-16
Cooper Financial Group
INCREASED28,83328,701+132+0%$910.1K$937.9K+$27.8K2026-10-07
Key FInancial Inc
INCREASED28,78328,583+200+1%$906.4K$936.3K+$29.9K2026-11-02
Miramontes Capital, LLC
INCREASED28,76419,280+9,484+49%$611.4K$935.7K+$324.3K2026-10-19
Valicenti Advisory Services Inc
INCREASED28,70228,679+23+0%$909$934+$252026-10-23
Fulton Bank, N.A.
UNCHANGED28,69428,69400%$909.9K$933.4K+$23.5K2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED28,67928,643+36+0%$908.3K$932.9K+$24.7K2026-10-21
Old Mission Investment Co LLC
DECREASED28,53028,646-1160%$908.4K$928.1K+$19.7K2026-10-22
Altus Wealth Group LLC
DECREASED28,50229,470-968-3%$934.5K$927.2K-$7.3K2026-10-20
Investment Management Trust, LLC
INCREASED28,36627,139+1,227+5%$860.6K$922.7K+$62.2K2026-11-05
August Group Capital Ltd
DECREASED28,30429,608-1,304-4%$938.9K$920.7K-$18.1K2026-10-14
FSM Wealth Advisors, LLC
DECREASED28,23528,294-590%$897.2K$932.9K+$35.7K2026-10-27
Klingman & Associates, LLC
INCREASED28,1939,074+19,119+211%$287.7K$917.1K+$629.4K2026-10-20
Forum Financial Management, LP
DECREASED28,17129,822-1,651-6%$945.7K$916.4K-$29.3K2026-10-16
World Equity Group, Inc.
DECREASED28,01458,549-30,535-52%$1.9M$911.3K-$945.3K2026-10-14
Capital Management Associates, Inc
INCREASED27,95023,138+4,812+21%$733.7K$909.2K+$175.5K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED27,89023,312+4,578+20%$739.2K$907.3K+$168.0K2026-10-16
Evergreen Capital Management LLC
INCREASED27,49526,727+768+3%$847.5K$894.4K+$46.9K2026-10-23
Rainey & Randall Wealth Advisors Inc.
DECREASED27,48729,732-2,245-8%$942.8K$894.2K-$48.6K2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED27,40427,338+66+0%$866.9K$891.5K+$24.6K2026-10-07
Proathlete Wealth Management LLC
DECREASED27,29327,431-1380%$868.6K$887.9K+$19.3K2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED27,19524,085+3,110+13%$763.7K$884.7K+$120.9K2026-10-15
Key Capital Management, Inc
INCREASED27,1922,397+24,795+1034%$76.0K$947.6K+$871.6K2026-11-03
Optima Capital LLC
INCREASED27,17919,297+7,882+41%$611.9K$884.1K+$272.2K2026-10-29
Verum Partners LLC
DECREASED27,13631,382-4,246-14%$995.1K$882.7K-$112.4K2026-10-21
MFA Wealth Advisors, LLC
DECREASED27,09927,175-760%$861.7K$881.5K+$19.8K2026-10-07
CX Institutional
INCREASED27,06912,935+14,134+109%$410$881+$4712026-10-02
Sawgrass Asset Management LLC
DECREASED26,96727,134-167-1%$860.4K$877.2K+$16.8K2026-11-03
Thompson Davis & Co., Inc.
DECREASED26,88034,807-7,927-23%$1.1M$874.4K-$229.3K2026-11-05
M Holdings Securities, Inc.
NEW26,770—+26,770——$952—2026-11-03
BNC Wealth Management, LLC
DECREASED26,69327,238-545-2%$863.7K$868.3K+$4.6K2026-10-19
Oarsman Capital, Inc.
DECREASED26,57627,204-628-2%$862.6K$864.5K+$1.9K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED26,53814,555+11,983+82%$461.5K$863.3K+$401.7K2026-10-16
Crusonia Wealth Advisors LLC
DECREASED26,52329,201-2,678-9%$925.9K$862.8K-$63.1K2026-10-26
Firestone Capital Management
INCREASED26,42926,419+10+0%$837.8K$859.8K+$22.0K2026-11-03
S&A Financial Services, Inc.
INCREASED26,34826,129+219+1%$828.5K$857.1K+$28.5K2026-11-03
Balboa Wealth Partners
DECREASED26,16426,184-200%$830.3K$851.1K+$20.8K2026-10-20
Abound Wealth Management
INCREASED26,09923,929+2,170+9%$758.8K$849.0K+$90.2K2026-10-26
CMH Wealth Management LLC
DECREASED26,08527,285-1,200-4%$865.2K$848.5K-$16.7K2026-10-22
Parsons Capital Management Inc
DECREASED25,99530,645-4,650-15%$971.8K$845.6K-$126.1K2026-10-28
KOM Wealth Management Group, LLC
NEW25,981—+25,981——$845.2K—2026-10-15
Regions Financial Corp
INCREASED25,91123,130+2,781+12%$733.5K$842.9K+$109.4K2026-11-05
Grandview Asset Management LLC
INCREASED25,85914,248+11,611+81%$451.8K$841.2K+$389.4K2026-10-19
Gerald Baker Financial Group LLC
INCREASED25,79025,519+271+1%$809.2K$838.9K+$29.8K2026-10-09
Ridgecrest Wealth Partners, LLC
INCREASED25,76725,766+10%$817.1K$838.2K+$21.1K2026-10-19
Advisor Resource Council
INCREASED25,52925,198+331+1%$812.4K$835.3K+$22.9K2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED25,39425,694-300-1%$814.8K$826.1K+$11.3K2026-10-13
Bonfire Financial
DECREASED25,36525,412-470%$805.8K$825.1K+$19.3K2026-11-06
Patrick M Sweeney & Associates, Inc
INCREASED25,33224,515+817+3%$777.4K$824.0K+$46.7K2026-10-22
Ted Buchan & Co
DECREASED25,19425,544-350-1%$810.0K$819.6K+$9.6K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED25,05455,886-30,832-55%$1.8M$815.0K-$957.1K2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED24,95420,479+4,475+22%$649.4K$811.7K+$162.4K2026-10-15
Breakwater Capital Group
DECREASED24,88725,388-501-2%$805.1K$809.6K+$4.5K2026-10-09
MidAtlantic Capital Management, Inc.
DECREASED24,88425,223-339-1%$799.8K$809.5K+$9.7K2026-11-05
Golden State Wealth Management, LLC
DECREASED24,76826,461-1,693-6%$839.1K$805.7K-$33.4K2026-11-02
Hardin Capital Partners, LLC
INCREASED24,74615,066+9,680+64%$478.8K$805.0K+$326.2K2026-10-09
Value Investment Professionals, LLC
DECREASED24,74324,845-1020%$787.8K$804.9K+$17.1K2026-10-13
Mezzasalma Advisors, LLC
INCREASED24,67522,045+2,630+12%$699.0K$802.7K+$103.6K2026-10-14
Chapin Davis, Inc.
INCREASED24,58424,566+18+0%$779.0K$799.7K+$20.7K2026-10-09
RCW Management, LLC
DECREASED24,51824,520-20%$777.5K$797.6K+$20.0K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED24,46824,46800%$775.9K$795.9K+$20.1K2026-10-21
SP Asset Management LLC
INCREASED24,29524,102+193+1%$764.3K$790.3K+$26.1K2026-11-05
Schmidt P J Investment Management Inc
DECREASED24,25326,666-2,413-9%$845.6K$789.0K-$56.6K2026-11-02
Builder Investment Group Inc
DECREASED24,21324,454-241-1%$775.4K$787.7K+$12.2K2026-10-22
Trust Co of Toledo NA
DECREASED24,16324,283-1200%$770.0K$786.0K+$16.0K2026-10-16
Vann Equity Management LLC
NEW24,094—+24,094——$783.8K—2026-10-08
Ullmann Wealth Partners Group, LLC
DECREASED24,07228,250-4,178-15%$895.8K$783.1K-$112.7K2026-11-02
Encompass More Asset Management
INCREASED24,03917,377+6,662+38%$551.0K$782.0K+$230.9K2026-10-16
Stewardship Advisors, LLC
DECREASED23,98524,355-370-2%$772.3K$780.2K+$7.9K2026-10-20
Tenon Financial LLC
INCREASED23,87223,132+740+3%$733.5K$776.6K+$43.1K2026-10-14
Point Windward Advisors Inc.
INCREASED23,85523,700+155+1%$751.5K$776.0K+$24.5K2026-11-06
Lyell Wealth Management, LP
INCREASED23,83122,830+1,001+4%$723.9K$775.2K+$51.3K2026-10-30
Journey Retirement Planning & Investment Management LLC
INCREASED23,76922,362+1,407+6%$709.1K$773.2K+$64.1K2026-10-09
Triad Wealth Partners, LLC
INCREASED23,63917,714+5,925+33%$594.5K$769.0K+$174.5K2026-10-26
NewCorp Financial Services, Inc.
DECREASED23,61524,897-1,282-5%$789.5K$768.2K-$21.3K2026-10-14
waypoint wealth counsel
INCREASED23,48523,426+59+0%$742.8K$764.0K+$21.1K2026-10-22
Cypress Capital, LLC
DECREASED23,36325,301-1,938-8%$802.3K$760.0K-$42.3K2026-10-20
Sensible Money, LLC
INCREASED23,27614,304+8,972+63%$453.6K$757.2K+$303.6K2026-10-20
Cross Staff Investments Inc
INCREASED23,18021,693+1,487+7%$687.9K$754.0K+$66.1K2026-10-22
Omega Financial Group, LLC
INCREASED23,11318,277+4,836+26%$579.6K$751.9K+$172.3K2026-10-29
Leo Wealth, LLC
NEW22,989—+22,989——$747.8K—2026-10-26
Level Wealth Management LLC
INCREASED22,88621,876+1,010+5%$693.7K$744.5K+$50.8K2026-10-23
Stephen J. Garry & Associates, LLC
NEW22,855—+22,855——$743.5K—2026-11-05
Aerodigm Wealth, LLC
DECREASED22,76522,958-193-1%$728.0K$740.5K+$12.5K2026-10-16
First Citizens Bank & Trust Co
DECREASED22,73624,016-1,280-5%$761.5K$739.6K-$21.9K2026-10-14
Innovative Wealth Building LLC
INCREASED22,64310,678+11,965+112%$338.6K$736.6K+$398.0K2026-10-14
Lantern Wealth Advisors, LLC
DECREASED22,63623,005-369-2%$729.5K$736.3K+$6.9K2026-10-22
Beacon Investment Advisory Services, Inc.
INCREASED22,5474,170+18,377+441%$132.2K$733.5K+$601.2K2026-10-13
First Security Investment Management, Inc.
INCREASED22,49418,115+4,379+24%$574.4K$731.7K+$157.3K2026-11-05
Aldebaran Financial Inc.
INCREASED22,47521,500+975+5%$681.8K$731.1K+$49.3K2026-11-06
Commonwealth Retirement Investments LLC
INCREASED22,45122,205+246+1%$704.1K$730.3K+$26.2K2026-10-26
Rosenberg Matthew Hamilton
INCREASED22,43021,542+888+4%$683.1K$729.6K+$46.6K2026-10-05
Dale Q Rice Investment Management Ltd
DECREASED22,31622,557-241-1%$715.3K$725.9K+$10.7K2026-10-09
Brick & Kyle, Associates
INCREASED22,10620,561+1,545+8%$630.8K$719.1K+$88.3K2026-11-05
1900 Wealth Management LLC
DECREASED21,98122,161-180-1%$702.7K$715.1K+$12.3K2026-10-13
Fairway Wealth LLC
UNCHANGED21,95721,95700%$696.3K$714.3K+$18.0K2026-10-30
Certuity, LLC
UNCHANGED21,94621,94600%$867.3K$882.7K+$15.3K2026-11-02
Eddie Patel Inc
DECREASED21,90922,070-161-1%$699.8K$712.7K+$12.8K2026-11-02
JBR Co Financial Management Inc
DECREASED21,81826,252-4,434-17%$832.5K$694.9K-$137.5K2026-10-13
Members Wealth LLC
DECREASED21,80321,924-121-1%$695.2K$711.9K+$16.7K2026-10-20
Key Client Fiduciary Advisors, LLC
DECREASED21,75622,000-244-1%$697.6K$707.7K+$10.1K2026-10-19
Axim Planning & Wealth
INCREASED21,71720,534+1,183+6%$651.1K$706.5K+$55.3K2026-10-28
JFS Wealth Advisors, LLC
INCREASED21,58720,885+702+3%$662.3K$702.2K+$39.9K2026-11-03
Telos Capital Management, Inc.
DECREASED21,58624,386-2,800-11%$773.3K$702.2K-$71.1K2026-11-02
Greg Jennings, LLC
NEW21,505—+21,505——$699.6K—2026-10-19
Teamwork Financial Advisors, LLC
DECREASED21,41563,486-42,071-66%$2.0M$696.6K-$1.3M2026-10-19
Mach-1 Financial Group, LLC
INCREASED21,31021,106+204+1%$669.3K$693.2K+$23.9K2026-11-06
Councilor Wealth, LLC
DECREASED21,29524,712-3,417-14%$783.6K$692.7K-$90.9K2026-10-09
CGN Advisors LLC
DECREASED21,29426,485-5,191-20%$839.8K$692.7K-$147.1K2026-10-21
Fulcrum Capital LLC
DECREASED21,00022,885-1,885-8%$725.7K$683.1K-$42.6K2026-10-15
Clayton Financial Group LLC
UNCHANGED21,00021,00000%$665.9K$683.1K+$17.2K2026-10-13
Martin Capital Partners, LLC
INCREASED20,93420,097+837+4%$637.3K$681.0K+$43.7K2026-10-07
Versant Capital Management, Inc
INCREASED20,87917,202+3,677+21%$545.5K$679.2K+$133.7K2026-10-02
Cornerstone Advisors Asset Management, LLC
INCREASED20,74316,123+4,620+29%$511.3K$674.8K+$163.5K2026-11-06
Uptick Partners, LLC
INCREASED20,72517,654+3,071+17%$559.8K$674.2K+$114.4K2026-11-04
LifePlan Financial, LLC
DECREASED20,70823,199-2,491-11%$735.6K$686.5K-$49.2K2026-10-13
Sharkey, Howes & Javer
DECREASED20,65220,763-111-1%$658.4K$671.8K+$13.4K2026-10-22
Clear Trail Advisors, LLC
DECREASED20,62223,887-3,265-14%$757.4K$670.8K-$86.6K2026-10-20
Unify Financial Advisors
UNCHANGED20,58920,58900%$652.9K$669.8K+$16.9K2026-11-03
Gibbs Wealth Management
INCREASED20,4997,107+13,392+188%$225.4K$666.8K+$441.5K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED20,48515,645+4,840+31%$496.1K$666.4K+$170.3K2026-10-27
Smart Wealth LLC
INCREASED20,44518,497+1,948+11%$586.6K$665.1K+$78.5K2026-11-04
Markowski Investments
INCREASED20,37418,606+1,768+10%$590.0K$662.8K+$72.8K2026-10-30
Bedel Financial Consulting, Inc.
INCREASED20,30219,611+691+4%$621.9K$660.4K+$38.5K2026-11-06
Patten & Patten Inc
INCREASED20,27520,221+54+0%$641.2K$659.5K+$18.3K2026-10-26
Pacific Center for Financial Services
INCREASED20,22719,780+447+2%$627.2K$658.0K+$30.8K2026-10-15
Salomon & Ludwin, LLC
DECREASED20,22720,282-550%$646.0K$658.0K+$12.0K2026-10-29
Tempus Wealth Planning, LLC
NEW20,100—+20,100——$653.8K—2026-10-14
Kelleher Financial Advisors
NEW20,040—+20,040——$651.9K—2026-10-30
Pflug Koory, LLC
INCREASED20,02919,974+55+0%$633.4K$651.6K+$18.2K2026-10-26
IFC & Insurance Marketing, Inc.
INCREASED19,94517,067+2,878+17%$541.2K$648.8K+$107.6K2026-10-16
Hofer & Associates. Inc
DECREASED19,916197,820-177,904-90%$6.3M$647.9K-$5.6M2026-10-13
RED Crane Wealth Management, LLC
INCREASED19,91619,271+645+3%$611.1K$647.9K+$36.8K2026-10-14
Private Client Services, LLC
INCREASED19,87314,643+5,230+36%$464.3K$646.5K+$182.1K2026-10-02
Avantra Family Wealth, Inc.
DECREASED19,87020,015-145-1%$634.7K$646.4K+$11.7K2026-10-20
GenWealth Group, Inc.
INCREASED19,86015,490+4,370+28%$491.2K$646.0K+$154.9K2026-10-16
Obermeyer Wealth Partners
INCREASED19,79418,267+1,527+8%$579.2K$643.9K+$64.7K2026-10-21
Integrity Wealth Partners, LLC
NEW19,792—+19,792——$643.8K—2026-10-14
DB&C Advisors, LLC
INCREASED19,42812,220+7,208+59%$387.5K$632.0K+$244.5K2026-10-26
Veracity Capital LLC
INCREASED19,4099,909+9,500+96%$314.2K$631.4K+$317.1K2026-10-08
Evolution Advisers, Inc.
NEW19,276—+19,276——$649.8K—2026-11-06
Diversified Portfolios, Inc.
INCREASED19,2558,177+11,078+135%$259.3K$626.4K+$367.1K2026-11-04
FC Advisory LLC
INCREASED19,23418,898+336+2%$599.3K$625.7K+$26.4K2026-10-05
Herold Advisors, Inc.
INCREASED19,21017,381+1,829+11%$556.0K$624.9K+$68.9K2026-10-19
Sigma Investment Counselors Inc
INCREASED19,20317,662+1,541+9%$560.1K$624.7K+$64.6K2026-10-27
Rossby Financial, LCC
INCREASED19,15116,705+2,446+15%$529.7K$623.0K+$93.3K2026-11-05
Cardinal Point Capital Management ULC
INCREASED19,07618,936+140+1%$600.5K$620.5K+$20.1K2026-10-21
Tranquility Partners, LLC
DECREASED19,03319,966-933-5%$633.1K$619.2K-$14.0K2026-10-20
Levin Capital Strategies, L.P.
INCREASED19,0167,212+11,804+164%$228.7K$618.6K+$389.9K2026-11-02
Eagle Rock Investment Company, LLC
INCREASED19,01616,132+2,884+18%$511.5K$618.6K+$107.0K2026-10-21
GW Henssler & Associates LTD
INCREASED19,00212,848+6,154+48%$407.4K$618.1K+$210.7K2026-10-26
First Financial Corp
UNCHANGED18,91718,91700%$599.9K$615.4K+$15.5K2026-10-13
Basso Capital Management, L.P.
INCREASED18,73017,534+1,196+7%$556.0K$609.3K+$53.3K2026-10-30
Beacon Capital Management, LLC
DECREASED18,72619,578-852-4%$620.8K$609.2K-$11.7K2026-10-23
Mirador Capital Partners LP
INCREASED18,70418,246+458+3%$578.6K$608.4K+$29.8K2026-10-09
Archer Investment Corp
INCREASED18,66217,317+1,345+8%$549.1K$607.1K+$58.0K2026-11-05
Appleton Partners Inc
INCREASED18,62517,420+1,205+7%$552.0K$606-$551.4K2026-10-30
Meriwether Wealth & Planning, LLC
DECREASED18,58119,041-460-2%$603.8K$604.4K+$6502026-10-13
Howland Capital Management LLC
INCREASED18,57618,550+26+0%$588.2K$604.3K+$16.1K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED18,55111,699+6,852+59%$371.0K$603.5K+$232.5K2026-10-13
Sherman Wealth Management LLC
INCREASED18,43318,359+74+0%$582.2K$599.6K+$17.4K2026-10-16
Pine Haven Investment Counsel, Inc
INCREASED18,40918,219+190+1%$577.7K$598.8K+$21.1K2026-11-02
Verity & Verity, LLC
INCREASED18,38218,306+76+0%$580.5K$598.0K+$17.5K2026-10-23
Institute for Wealth Management, Llc.
INCREASED18,3515,068+13,283+262%$160.7K$597.0K+$436.3K2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED18,33218,331+1+0%$581.3K$596.3K+$15.1K2026-10-27
Wealth Management Partners, LLC
INCREASED18,30718,007+300+2%$571.0K$595.5K+$24.5K2026-10-21
Citrine Capital LLC
INCREASED18,30318,153+150+1%$575.6K$595.4K+$19.8K2026-10-14
Resonant Capital Advisors, LLC
INCREASED18,27517,788+487+3%$564.1K$594.5K+$30.4K2026-10-15
Accredited Investors Inc.
INCREASED18,26518,192+73+0%$576.9K$594.2K+$17.3K2026-11-03
Heritage OAK Wealth Advisors LLC
DECREASED17,93817,945-70%$569.0K$583.5K+$14.5K2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED17,88314,098+3,785+27%$447.1K$581.7K+$134.7K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED17,87617,857+19+0%$566.2K$581.5K+$15.3K2026-10-14
Angeles Wealth Management, LLC
UNCHANGED17,83217,83200%$565.5K$580.1K+$14.6K2026-10-26
Silver Lake Advisory, LLC
INCREASED17,76917,658+111+1%$559.9K$578.0K+$18.1K2026-10-22
SkyOak Wealth, LLC
INCREASED17,76417,761+3+0%$563.2K$577.9K+$14.6K2026-10-28
Global Assets Advisory, LLC
DECREASED17,69718,790-1,093-6%$600.5K$578.8K-$21.7K2026-10-28
Wellington Grp LLC
DECREASED17,59649,246-31,650-64%$1.6M$572.4K-$989.2K2026-11-06
Impact Capital Partners LLC
INCREASED17,52016,997+523+3%$539.0K$569.9K+$30.9K2026-10-22
Unique Wealth, LLC
DECREASED17,48717,861-374-2%$566.4K$568.9K+$2.5K2026-10-16
Armstrong Advisory Group, Inc
INCREASED17,41317,111+302+2%$542.6K$566.5K+$23.9K2026-10-09
Duncker Streett & Co Inc
DECREASED17,41017,844-434-2%$565.8K$566.4K+$5382026-10-27
Centerpoint Advisors, LLC
DECREASED17,33717,342-50%$550.0K$564-$549.4K2026-11-05
Strata Wealth Advisors, LLC
UNCHANGED17,31917,31900%$549.2K$563.4K+$14.2K2026-10-16
Ring Mountain Capital, LLC
DECREASED17,22417,327-103-1%$549.5K$560.3K+$10.8K2026-10-13
Wealthstar Advisors, LLC
UNCHANGED17,12217,12200%$542.9K$557.0K+$14.0K2026-10-19
Vicus Capital
INCREASED17,10816,088+1,020+6%$510.1K$556.5K+$46.4K2026-11-05
Foundation Wealth Management, LLC
NEW16,925—+16,925——$550.6K—2026-10-22
Pegasus Asset Management, Inc.
INCREASED16,82316,228+595+4%$514.6K$547.3K+$32.7K2026-11-03
Daytona Street Capital LLC
UNCHANGED16,80216,80200%$543.6K$549.3K+$5.6K2026-10-15
Planned Solutions, Inc.
DECREASED16,75717,888-1,131-6%$567.2K$545.1K-$22.1K2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED16,6917,028+9,663+137%$222.9K$543.0K+$320.1K2026-10-16
Optivise Advisory Services LLC
INCREASED16,57915,584+995+6%$494.2K$539.3K+$45.1K2026-10-19
UMB Bank, n.a.
UNCHANGED16,53516,53500%$524.3K$537.9K+$13.6K2026-11-06
Cypress Capital Group
UNCHANGED16,50016,50000%$523.2K$536.7K+$13.5K2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED16,49514,885+1,610+11%$472.0K$536.6K+$64.6K2026-10-21
Mlp3, LLC
INCREASED16,3697,310+9,059+124%$231.8K$532.5K+$300.7K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED16,34215,533+809+5%$500.0K$534.1K+$34.0K2026-11-04
Redwood Family Wealth LLC
INCREASED16,33112,334+3,997+32%$391.1K$531.3K+$140.1K2026-10-20
Lodestone Wealth Management LLC
INCREASED16,28014,677+1,603+11%$465.4K$529.6K+$64.2K2026-10-14
Sage Investment Counsel LLC
INCREASED16,26514,635+1,630+11%$464.1K$529.1K+$65.0K2026-10-26
Pinnacle Wealth Management Group, Inc.
INCREASED16,14215,341+801+5%$486.5K$525.1K+$38.6K2026-10-15
Cornerstone Wealth, LLC
INCREASED16,13916,043+96+1%$518.8K$569.2K+$50.4K2026-10-28
Acorn Financial Advisory Services Inc
INCREASED16,07414,676+1,398+10%$465.4K$522.9K+$57.5K2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED16,02614,981+1,045+7%$475.1K$521.3K+$46.3K2026-10-16
Bauman Advisory Group, LLC
INCREASED16,0208,354+7,666+92%$264.9K$521.1K+$256.2K2026-10-29
Blue Trust, Inc.
INCREASED15,94915,177+772+5%$481.3K$518.8K+$37.5K2026-10-15
Lewis Asset Management, LLC
INCREASED15,9279,905+6,022+61%$314.1K$518.1K+$204.0K2026-10-14
Kingsman Wealth Management, Inc.
INCREASED15,86715,861+6+0%$503.0K$516.2K+$13.2K2026-10-13
Kraft, Davis & Associates, LLC
DECREASED15,81417,193-1,379-8%$557.0K$542.2K-$14.8K2026-10-21
Downshift Financial, LLC
DECREASED15,80417,896-2,092-12%$567.5K$514.1K-$53.4K2026-10-13
Sentinel Pension Advisors, LLC
INCREASED15,79315,735+58+0%$517.8K$513.7K-$4.1K2026-11-02
Wingate Wealth Advisors, Inc.
UNCHANGED15,65015,65000%$496.3K$509.1K+$12.8K2026-10-26
Coston, McIsaac & Partners
INCREASED15,5718,554+7,017+82%$270.0K$506.5K+$236.5K2026-11-06
Crescent Grove Advisors, LLC
DECREASED15,46115,527-660%$492.4K$503.0K+$10.6K2026-10-21
Gibraltar Capital Management, Inc.
NEW15,390—+15,390——$500.6K—2026-10-27
Patton Albertson Miller Group, LLC
INCREASED15,36814,830+538+4%$470.3K$499.9K+$29.7K2026-10-26
Helium Advisors LLC
INCREASED15,36114,420+941+7%$457.3K$499.7K+$42.4K2026-10-23
Darden Wealth Group Inc
INCREASED15,32515,323+2+0%$485.9K$498.5K+$12.6K2026-11-06
Cornerstone Planning, LLC
DECREASED15,31715,517-200-1%$492.0K$485.7K-$6.3K2026-10-27
Flagstar Securities, Inc
INCREASED15,25512,910+2,345+18%$409.4K$496.2K+$86.9K2026-10-15
Wealth Effects LLC
DECREASED15,20615,226-200%$482.8K$494.7K+$11.8K2026-10-23
KMG Fiduciary Partners, LLC
DECREASED15,19539,540-24,345-62%$1.3M$494.3K-$759.5K2026-10-14
Portside Wealth Group, LLC
INCREASED15,1157,070+8,045+114%$224.2K$491.7K+$267.5K2026-10-20
Commonwealth Financial Services, LLC
DECREASED15,08720,910-5,823-28%$663.1K$490.8K-$172.3K2026-10-20
Uptown Financial Advisors LLC
INCREASED15,06612,750+2,316+18%$404.3K$490.1K+$85.8K2026-10-15
DKM Wealth Management, Inc.
UNCHANGED15,06015,06000%$477.6K$489.9K+$12.3K2026-10-09
Fiduciary Family Office, LLC
UNCHANGED15,00015,00000%$475.7K$488.0K+$12.3K2026-11-04
Maia Wealth LLC
DECREASED14,90115,998-1,097-7%$507.3K$484.7K-$22.6K2026-10-19
OFS Enterprise LLC
DECREASED14,87716,104-1,227-8%$510.7K$484.0K-$26.7K2026-10-16
DDD Partners, LLC
INCREASED14,86314,830+33+0%$470.3K$483.5K+$13.2K2026-11-02
Crestwood Advisors Group, LLC
INCREASED14,7959,033+5,762+64%$286.5K$481.3K+$194.8K2026-10-27
Kavar Capital Partners Group, LLC
INCREASED14,68614,435+251+2%$457.7K$477.7K+$20.0K2026-11-06
Stockman Wealth Management, Inc.
INCREASED14,66513,388+1,277+10%$424.5K$477.1K+$52.5K2026-10-27
Loudon Investment Management, LLC
INCREASED14,51113,211+1,300+10%$418.9K$472.0K+$53.1K2026-11-06
Investment Partners Asset Management, Inc.
INCREASED14,47514,139+336+2%$448.3K$470.9K+$22.5K2026-10-09
Greenspring Advisors, LLC
DECREASED14,41115,420-1,009-7%$489.0K$468.8K-$20.2K2026-11-05
Northwest Wealth Management, LLC
DECREASED14,34316,393-2,050-13%$519.8K$466.6K-$53.2K2026-10-30
Old North State Wealth Management, LLC
INCREASED14,17913,992+187+1%$443.7K$461.3K+$17.5K2026-10-22
Seelaus Asset Management LLC
INCREASED14,16213,449+713+5%$426.5K$460.7K+$34.2K2026-10-14
Leisure Capital Management
DECREASED14,13314,683-550-4%$465.6K$459.7K-$5.9K2026-11-03
Wealth Architects, LLC
INCREASED14,12913,582+547+4%$430.7K$459.6K+$28.9K2026-11-03
Avion Wealth
INCREASED14,07913,968+111+1%$442.0K$457-$441.5K2026-11-04
Harbor Investment Advisory, LLC
DECREASED14,06714,096-290%$447.0K$457.6K+$10.6K2026-10-13
Frederick Financial Consultants, LLC
INCREASED14,03013,414+616+5%$425.4K$456.4K+$31.0K2026-10-29
Creative Financial Designs Inc
INCREASED13,98311,113+2,870+26%$352.4K$454.9K+$102.5K2026-11-04
Ballast Rock Private Wealth LLC
INCREASED13,96012,918+1,042+8%$409.6K$454.1K+$44.5K2026-10-26
Castle Rock Wealth Management, LLC
INCREASED13,95512,065+1,890+16%$384.3K$458.4K+$74.1K2026-10-09
Nautilus Advisors LLC
INCREASED13,92812,504+1,424+11%$405.1K$453.1K+$47.9K2026-10-07
Planning Strategies Inc.
INCREASED13,86513,156+709+5%$417.2K$451.0K+$33.8K2026-10-02
Signature Equity Partners, LLC
INCREASED13,82712,799+1,028+8%$405.9K$449.8K+$43.9K2026-10-29
ZynergyRetirementPlanningLLC
UNCHANGED13,77913,77900%$436.9K$448.2K+$11.3K2026-10-08
Hamilton Capital, LLC
INCREASED13,70213,682+20+0%$433.9K$445.7K+$11.9K2026-10-08
PW Nova Financial Services LLC
DECREASED13,69318,793-5,100-27%$595.9K$445.4K-$150.5K2026-10-15
Studio Investment Management LLC
DECREASED13,58813,641-530%$432.6K$442.0K+$9.5K2026-10-22
AA Financial Advisors, LLC
DECREASED13,51014,238-728-5%$451.5K$439.5K-$12.0K2026-10-19
Future Financial Wealth Managment LLC
INCREASED13,47513,436+39+0%$440.7K$438.3K-$2.4K2026-10-15
Acropolis Investment Management, LLC
DECREASED13,46313,945-482-3%$442.2K$438.0K-$4.2K2026-10-08
Thrive Capital Management, LLC
INCREASED13,41010,110+3,300+33%$320.6K$436.2K+$115.6K2026-10-28
Bernicke Wealth Management, Ltd.
UNCHANGED13,31313,31300%$422.1K$433.1K+$10.9K2026-11-06
Outlook Wealth Advisors, LLC
INCREASED13,29312,150+1,143+9%$385.3K$432.4K+$47.1K2026-10-28
TrustWell Financial Advisors, LLC
INCREASED13,27813,246+32+0%$420.0K$431.9K+$11.9K2026-10-15
Cyr Financial Inc.
DECREASED13,25213,550-298-2%$429.7K$431.1K+$1.4K2026-10-16
Arta Finance Wealth Management LLC
INCREASED13,19712,363+834+7%$392.0K$429.3K+$37.3K2026-10-28
RM Financial Services, LLC
UNCHANGED13,19013,19000%$418.3K$429.1K+$10.8K2026-11-03
Univest Financial Corp
INCREASED13,11612,662+454+4%$401.5K$426.7K+$25.2K2026-11-05
Leading Edge Financial Planning LLC
DECREASED13,09813,930-832-6%$441.7K$426.1K-$15.7K2026-10-23
First Horizon Corp
UNCHANGED13,04113,04100%$413.5K$424.2K+$10.7K2026-10-26
NovaPoint Capital, LLC
UNCHANGED13,03513,03500%$413.3K$424.0K+$10.7K2026-10-22
Secure Asset Management, LLC
DECREASED12,99713,033-360%$413.3K$422.8K+$9.5K2026-10-19
Ballast, Inc.
DECREASED12,98114,415-1,434-10%$457.1K$422.3K-$34.8K2026-10-20
Tandem Investment Partners LLC
INCREASED12,95612,788+168+1%$405.5K$421.5K+$16.0K2026-10-16
Hendershot Investments Inc.
UNCHANGED12,94912,94900%$410.6K$421.2K+$10.6K2026-11-05
Old National Bancorp
UNCHANGED12,94212,94200%$410.4K$421.0K+$10.6K2026-10-20
Elm3 Financial Group, LLC
INCREASED12,82112,048+773+6%$382.0K$417.1K+$35.0K2026-10-07
Harbor Asset Planning, Inc.
INCREASED12,80612,722+84+1%$403.4K$416.6K+$13.1K2026-10-23
Greenhouse Wealth Management, LLC
INCREASED12,80210,800+2,002+19%$342.5K$416.5K+$74.0K2026-10-20
Vista Finance, LLC
INCREASED12,80112,750+51+0%$404.3K$416.4K+$12.1K2026-10-23
Prevail Innovative Wealth Advisors, LLC
UNCHANGED12,80012,80000%$405.9K$417.9K+$12.0K2026-10-20
Amicus Financial Advisors, LLC
INCREASED12,67712,670+7+0%$401.8K$412.4K+$10.6K2026-11-03
Accelerate Investment Advisors LLC
DECREASED12,65816,756-4,098-24%$531.3K$411.8K-$119.6K2026-11-02
Shakespeare Wealth Management, LLC
UNCHANGED12,62412,62400%$400.3K$410.7K+$10.4K2026-10-28
Montag A & Associates Inc
INCREASED12,567950+11,617+1223%$30.1K$408.8K+$378.7K2026-10-29
WoodTrust Financial Corp
INCREASED12,55311,294+1,259+11%$358.0K$408-$357.6K2026-10-09
Stone Summit Wealth LLC
DECREASED12,52612,555-290%$398.1K$407.5K+$9.4K2026-10-14
Straight Path Wealth Management
DECREASED12,50613,786-1,280-9%$437.2K$406.8K-$30.3K2026-10-23
Garton & Associates Financial Advisors LLC
DECREASED12,42212,461-390%$395.1K$404.1K+$8.9K2026-10-30
Bingham Private Wealth, LLC
INCREASED12,36612,358+8+0%$391.9K$402.3K+$10.4K2026-11-05
RKL Wealth Management LLC
DECREASED12,32113,152-831-6%$417.0K$400.8K-$16.2K2026-10-16
Harmony Asset Management LLC
INCREASED12,2819,585+2,696+28%$303.9K$399.5K+$95.6K2026-10-20
Ridgeline Wealth Planning, LLC
DECREASED12,20912,461-252-2%$395.1K$397.2K+$2.0K2026-10-29
Smith Salley Wealth Management
DECREASED12,17712,296-119-1%$389.9K$396.1K+$6.2K2026-11-03
GGM Financial LLC
DECREASED12,17612,894-718-6%$408.9K$396.1K-$12.8K2026-11-05
Aire Advisors, LLC
NEW12,167—+12,167——$395.8K—2026-10-22
J2 Capital Management Inc
UNCHANGED12,13912,13900%$384.9K$394.9K+$10.0K2026-10-19
Schneider Downs Wealth Management Advisors, LP
DECREASED12,11613,940-1,824-13%$442.0K$394.1K-$47.9K2026-10-27
Santori & Peters, Inc.
INCREASED12,1128,735+3,377+39%$277.0K$394.0K+$117.0K2026-10-26
Waterfront Wealth Inc.
DECREASED12,08613,862-1,776-13%$449.1K$418.9K-$30.3K2026-11-03
Winter & Associates, Inc.
DECREASED12,07012,648-578-5%$401.1K$418.7K+$17.6K2026-10-23
WealthPoint Financial, LLC
DECREASED12,04812,987-939-7%$411.8K$391.9K-$19.9K2026-11-03
EagleClaw Capital Managment, LLC
INCREASED12,02511,740+285+2%$372.3K$391.2K+$18.9K2026-11-06
Demars Financial Group, LLC
DECREASED12,00825,585-13,577-53%$811.3K$390.6K-$420.7K2026-10-22
Montz Harcus Wealth Management LLC
INCREASED11,95110,592+1,359+13%$335.9K$388.8K+$52.9K2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED11,92911,451+478+4%$363.1K$388.1K+$24.9K2026-10-05
Godsey & Gibb, Inc
DECREASED11,84013,175-1,335-10%$417.8K$385.1K-$32.6K2026-10-14
Capital Investment Counsel, LLC
UNCHANGED11,70811,70800%$371.3K$380.9K+$9.6K2026-10-14
Collaborative Capital Advisors LLC
UNCHANGED11,70011,70000%$371.0K$380.6K+$9.6K2026-11-06
Sacks & Associates, LLC
INCREASED11,67711,669+8+0%$391.6K$379.9K-$11.7K2026-10-09
Falcon Wealth Planning
INCREASED11,6408,035+3,605+45%$254.8K$378.6K+$123.9K2026-11-06
APS Management Group, Inc.
NEW11,617—+11,617——$377.9K—2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED11,5718,967+2,604+29%$284.3K$376.4K+$92.1K2026-10-14
Centerpoint Advisory Group
INCREASED11,52110,158+1,363+13%$322.1K$374.8K+$52.7K2026-10-23
Sima Wealth Partners, LLC
INCREASED11,42411,418+6+0%$362.1K$371.6K+$9.5K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED11,36811,168+200+2%$354.1K$369.8K+$15.7K2026-10-16
Gamma Investing LLC
UNCHANGED11,36611,36600%$360.4K$369.7K+$9.3K2026-10-08
Pacific Sage Partners, LLC
UNCHANGED11,32011,32000%$359.0K$368.2K+$9.3K2026-10-21
Lazari Capital Management, Inc.
INCREASED11,2888,747+2,541+29%$277.4K$367.2K+$89.8K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED11,26410,805+459+4%$342.6K$366.4K+$23.8K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED11,2499,706+1,543+16%$308.6K$367.9K+$59.2K2026-10-22
Heritage Wealth Management, Inc.
DECREASED11,23912,319-1,080-9%$390.6K$365.6K-$25.0K2026-10-28
Cogent Private Wealth, Inc.
INCREASED11,2266,392+4,834+76%$202.7K$365.2K+$162.5K2026-11-06
GEM Asset Management, LLC
INCREASED11,22210,747+475+4%$340.8K$365.0K+$24.2K2026-10-13
Heirloom Wealth Management
UNCHANGED11,18111,18100%$354.6K$363.7K+$9.2K2026-10-14
JB Capital LLC
DECREASED11,18011,367-187-2%$360.5K$363.7K+$3.2K2026-10-19
Buck Wealth Strategies, LLC
INCREASED11,09710,551+546+5%$334.6K$361.0K+$26.4K2026-10-28
Global Trust Asset Management, LLC
UNCHANGED11,03011,03000%$349.8K$358.8K+$9.0K2026-10-19
Roberts Wealth Advisors, LLC
INCREASED10,99510,893+102+1%$345.4K$357.7K+$12.2K2026-10-14
Toth Financial Advisory Corp
INCREASED10,98510,724+261+2%$340.1K$357.3K+$17.3K2026-10-08
15 Wealth Advisors LLC
NEW10,974—+10,974——$357.0K—2026-10-14
Investmark Advisory Group LLC
INCREASED10,9739,872+1,101+11%$313.0K$357.0K+$44.0K2026-10-27
GoalVest Advisory LLC
UNCHANGED10,93610,93600%$346.8K$355.7K+$9.0K2026-10-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED10,92710,753+174+2%$341.0K$355.5K+$14.5K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED10,92310,92300%$346.4K$355.3K+$9.0K2026-10-15
apricus wealth, LLC
INCREASED10,83110,799+32+0%$342.5K$352.3K+$9.9K2026-10-26
Collaborative Wealth Managment Inc.
INCREASED10,80110,399+402+4%$329.7K$351.4K+$21.6K2026-11-06
Heck Capital Advisors, LLC
INCREASED10,78310,695+88+1%$339.1K$350.8K+$11.6K2026-10-14
PTM Wealth Management, LLC
DECREASED10,74310,808-65-1%$359.8K$352.9K-$6.9K2026-10-23
Leeward Financial Partners, LLC
UNCHANGED10,74110,74100%$340.6K$349.4K+$8.8K2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED10,68310,602+81+1%$336.2K$347.5K+$11.3K2026-11-02
Kestra Investment Management, LLC
INCREASED10,6456,970+3,675+53%$221.0K$346.3K+$125.3K2026-11-04
Carmel Capital Partners, LLC
DECREASED10,63717,779-7,142-40%$563.8K$346.0K-$217.7K2026-11-03
IMG Wealth Management, Inc.
UNCHANGED10,62310,62300%$336.9K$345.6K+$8.7K2026-10-27
Tiller Private Wealth, Inc.
INCREASED10,57410,396+178+2%$329.7K$344.0K+$14.3K2026-10-26
Wolff Wiese Magana LLC
INCREASED10,48610,429+57+1%$330.7K$341.1K+$10.4K2026-10-15
RTD Financial Advisors, Inc.
NEW10,237—+10,237——$333.0K—2026-10-09
Ejmk Ventures LLC
NEW10,187—+10,187——$331.4K—2026-10-21
Portland Financial Advisors Inc
INCREASED10,1488,612+1,536+18%$273.1K$330.1K+$57.0K2026-10-26
CMG Global Holdings, LLC
NEW10,144—+10,144——$330.0K—2026-10-14
Burford Brothers, Inc.
INCREASED10,1319,694+437+5%$307.4K$329.6K+$22.2K2026-10-21
HCR Wealth Advisors
INCREASED10,1149,407+707+8%$298.3K$329.0K+$30.7K2026-10-15
Destiny Wealth Partners, LLC
NEW10,078—+10,078——$361.8K—2026-11-05
Spectrum Advisors, Inc.
UNCHANGED10,06510,06500%$319.2K$327.4K+$8.3K2026-11-03
Welch Group, LLC
INCREASED10,0589,258+800+9%$293.6K$327.2K+$33.6K2026-10-29
Chung Wu Investment Group, LLC
NEW10,000—+10,000——$325.3K—2026-11-03
Boomfish Wealth Group, LLC
INCREASED9,9439,898+45+0%$313.9K$323.4K+$9.6K2026-10-22
TKG Advisors, LLC
NEW9,821—+9,821——$319.5K—2026-11-02
R. W. Roge & Company, Inc.
UNCHANGED9,7859,78500%$310.0K$318-$309.7K2026-11-04
Western Reserve Capital Management, LLC
UNCHANGED9,6969,69600%$307.5K$315.4K+$8.0K2026-10-14
Main Street Group, LTD
INCREASED9,6709,664+6+0%$306.4K$314.6K+$8.2K2026-10-28
Johnson Bixby & Associates, LLC
UNCHANGED9,6429,64200%$305.7K$313.7K+$7.9K2026-10-14
Syntax Research, Inc.
NEW9,477—+9,477——$308.3K—2026-11-04
International Private Wealth Advisors LLC
INCREASED9,4488,590+858+10%$272.4K$307.3K+$35.0K2026-11-05
Glenview Trust Co
NEW9,429—+9,429——$306.7K—2026-10-28
1620 Investment Advisors, Inc.
DECREASED9,42710,011-584-6%$317.5K$306.7K-$10.8K2026-11-04
MBL Wealth, LLC
DECREASED9,4229,926-504-5%$314.7K$306.5K-$8.3K2026-10-22
Woodward Diversified Capital, LLC
DECREASED9,4159,914-499-5%$314.4K$306.3K-$8.1K2026-10-21
Tenret Co LLC
NEW9,398—+9,398——$305.7K—2026-11-02
CPR Investments Inc.
INCREASED9,3978,918+479+5%$282.8K$305.7K+$22.9K2026-10-26
Oakworth Capital, Inc.
DECREASED9,3269,482-156-2%$300.7K$303.4K+$2.7K2026-10-26
Zinnia Wealth Advisory, LLC
NEW9,282—+9,282——$301.9K—2026-11-06
MeadowBrook Investment Advisors LLC
DECREASED9,2729,737-465-5%$308.8K$328.2K+$19.5K2026-10-29
Mindset Wealth Management, LLC
NEW9,269—+9,269——$301.5K—2026-10-19
Quantum Financial Partners LLC
INCREASED9,1928,597+595+7%$272.6K$299.0K+$26.4K2026-10-19
Mallini Complete Financial Planning LLC
NEW9,186—+9,186——$298.8K—2026-10-06
Tcfg Investment Advisors, LLC
INCREASED9,1308,989+141+2%$285.1K$297.0K+$11.9K2026-10-20
Capital Planning LLC
DECREASED9,12423,998-14,874-62%$761.0K$296.8K-$464.2K2026-10-09
Piscataqua Savings Bank
DECREASED9,1189,718-600-6%$308.1K$296.5K-$11.5K2026-10-21
TCI Wealth Advisors, Inc.
INCREASED9,0918,759+332+4%$277.7K$295.7K+$18.0K2026-10-30
Analyst IMS Investment Management Services Ltd.
NEW9,090—+9,090——$296—2026-11-05
Argus Investors' Counsel, Inc.
UNCHANGED9,0779,07700%$287.8K$295.3K+$7.4K2026-10-09
Wespac Advisors SoCal, LLC
UNCHANGED9,0759,07500%$287.8K$295.2K+$7.4K2026-10-13
Bulwark Capital Corp
DECREASED9,0459,204-159-2%$291.9K$294.2K+$2.4K2026-10-13
Synergy Asset Management, LLC
DECREASED9,02810,127-1,099-11%$321.1K$293.7K-$27.4K2026-11-05
Burney Co/
DECREASED8,9469,171-225-2%$290.8K$291.0K+$2242026-10-15
Kingdom Financial Group Llc.
INCREASED8,9445,651+3,293+58%$179.2K$291.0K+$111.8K2026-11-04
Kwmg, LLC
INCREASED8,9438,804+139+2%$279.2K$290.9K+$11.7K2026-10-07
Accel Wealth Management
NEW8,940—+8,940——$290.8K—2026-10-13
Firethorn Wealth Partners, LLC
INCREASED8,9108,750+160+2%$277.5K$289.8K+$12.4K2026-10-14
Poehling Capital Management, Inc.
NEW8,906—+8,906——$289.7K—2026-10-20
Black Diamond Financial, LLC
INCREASED8,8928,418+474+6%$266.9K$289.3K+$22.3K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED8,8338,550+283+3%$271.1K$287.3K+$16.2K2026-10-23
Gallagher Capital Advisors, LLC
INCREASED8,8028,742+60+1%$277.2K$286.3K+$9.1K2026-10-09
Quadrant Private Wealth Management, LLC
NEW8,801—+8,801——$286.3K—2026-11-04
Bdfs Capital LLC
DECREASED8,7518,962-211-2%$284.2K$284.7K+$4722026-10-14
Fiduciary Financial Group, LLC
INCREASED8,7388,733+5+0%$276.9K$284.2K+$7.3K2026-10-13
Clientfirst Wealth Management, LLC
UNCHANGED8,7008,70000%$275.9K$283.0K+$7.1K2026-11-04
West Paces Advisors Inc.
DECREASED8,6908,903-213-2%$282.3K$282.7K+$3572026-10-13
Wagner Wealth Management, LLC
INCREASED8,6788,026+652+8%$254.5K$282.3K+$27.8K2026-10-21
Solstein Capital, LLC
UNCHANGED8,6608,66000%$274.6K$281.7K+$7.1K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED8,6029,527-925-10%$302.1K$279.8K-$22.3K2026-11-03
L. Roy Papp & Associates, LLP
UNCHANGED8,5958,59500%$272.5K$279.6K+$7.0K2026-10-21
JAG Capital Management, LLC
INCREASED8,5778,454+123+1%$268.1K$279.0K+$11.0K2026-11-06
Harfst & Associates, Inc.
UNCHANGED8,5528,55200%$271.2K$278.2K+$7.0K2026-10-20
Argos Wealth Advisors, LLC
UNCHANGED8,5358,53500%$270.6K$277.6K+$7.0K2026-11-02
TBH Global Asset Management, LLC
INCREASED8,5148,350+164+2%$264.8K$277.0K+$12.2K2026-11-03
Birch Hill Investment Advisors LLC
UNCHANGED8,5008,50000%$269.5K$276.5K+$7.0K2026-10-16
Manchester Financial Inc
INCREASED8,4987,475+1,023+14%$237.0K$276.4K+$39.4K2026-10-15
Trust Point Inc.
UNCHANGED8,4948,49400%$269.3K$276.3K+$7.0K2026-10-27
Daviman Financial, LLC
DECREASED8,4758,832-357-4%$280.1K$275.7K-$4.4K2026-11-06
Churchill Financial Advisors, LLC
NEW8,457—+8,457——$275.1K—2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED8,4138,396+17+0%$266.2K$273.7K+$7.4K2026-10-14
Geneva Partners, LLC
INCREASED8,4048,311+93+1%$263.6K$273.4K+$9.8K2026-10-26
Alternative Investment Advisors, Llc.
INCREASED8,3877,472+915+12%$236.9K$272.9K+$36.0K2026-11-03
Cynosure Group, LLC
UNCHANGED8,3558,35500%$264.9K$271.8K+$6.9K2026-11-03
Syntegra Private Wealth Group, LLC
UNCHANGED8,3178,31700%$263.7K$270.6K+$6.8K2026-10-13
Well Done, LLC
INCREASED8,2598,067+192+2%$255.8K$268.7K+$12.9K2026-10-20
Finer Wealth Management, Inc.
INCREASED8,2228,195+27+0%$259.9K$267.5K+$7.6K2026-10-16
XXI Wealth, LLC
INCREASED8,2018,199+2+0%$260.0K$266.8K+$6.8K2026-10-22
Fortune Financial Group, Inc.
DECREASED8,1928,863-671-8%$281.0K$266.5K-$14.5K2026-10-22
Ballast Financial Advisors LLC
DECREASED8,1888,276-88-1%$262.4K$266.4K+$3.9K2026-10-26
Nilsine Partners, LLC
INCREASED8,1736,750+1,423+21%$214.0K$265.9K+$51.8K2026-11-02
Virtue Capital Management, LLC
DECREASED8,1719,746-1,575-16%$309.1K$265.8K-$43.2K2026-10-29
Cahaba Wealth Management, Inc.
NEW8,165—+8,165——$265.6K—2026-10-26
Earned Wealth Advisors, LLC
INCREASED8,1147,407+707+10%$234.9K$264.0K+$29.1K2026-11-06
HMV Wealth Advisors, LLC
UNCHANGED8,0778,07700%$256.1K$262.7K+$6.6K2026-10-27
Blue Sky Capital Consultants Group, Inc.
INCREASED8,0628,046+16+0%$255.1K$262.3K+$7.1K2026-10-13
Stonebridge Financial Group, LLC
UNCHANGED8,0558,05500%$255.4K$262.0K+$6.6K2026-10-01
Seven Hills Financial, LLC
NEW8,031—+8,031——$261.3K—2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED8,0148,01400%$254.1K$260.7K+$6.6K2026-11-04
Vaquero Private Wealth, LTD
INCREASED8,0047,433+571+8%$235.7K$260.4K+$24.7K2026-10-27
New Hampshire Trust
UNCHANGED7,8987,89800%$250.4K$256.9K+$6.5K2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED7,87510,425-2,550-24%$330.6K$256.2K-$74.4K2026-11-06
Castleview Partners, LLC
NEW7,846—+7,846——$255.2K—2026-10-09
Peak Financial Management, Inc.
UNCHANGED7,8027,80200%$247.4K$253.8K+$6.4K2026-10-16
Sightline Wealth Advisors, LLC
DECREASED7,7568,257-501-6%$261.8K$252.3K-$9.5K2026-10-21
Heritage Investors Management Corp
UNCHANGED7,7137,71300%$245.0K$251-$244.7K2026-10-29
Guerra PAN Advisors, LLC
UNCHANGED7,7077,70700%$244.4K$263.9K+$19.5K2026-10-26
Maple Capital Management, Inc.
DECREASED7,6959,850-2,155-22%$312.3K$250.3K-$62.0K2026-11-02
Ascent Group, LLC
DECREASED7,67810,274-2,596-25%$325.8K$249.8K-$76.0K2026-10-30
Prospera Capital Management, LLC
INCREASED7,6647,382+282+4%$238.0K$249.3K+$11.3K2026-10-19
Private Wealth Group, LLC
UNCHANGED7,6597,65900%$242.9K$249.1K+$6.3K2026-10-19
Diligent Investors, LLC
INCREASED7,6427,600+42+1%$241.0K$248.6K+$7.6K2026-10-21
Boyum Wealth Architects LLC
DECREASED7,63131,854-24,223-76%$1.0M$249.7K-$787.5K2026-10-06
National Wealth Management Group, LLC
INCREASED7,5726,979+593+9%$221.3K$246.3K+$25.0K2026-10-26
Flavin Financial Services, Inc.
INCREASED7,5267,466+60+1%$236.7K$244.8K+$8.1K2026-10-21
Tsfg, LLC
DECREASED7,51518,405-10,890-59%$584.0K$244-$583.8K2026-10-23
Foresight Capital Management Advisors, Inc.
INCREASED7,5107,506+4+0%$238.0K$244.3K+$6.3K2026-10-27
Norden Group LLC
INCREASED7,5077,482+25+0%$237.3K$244.2K+$6.9K2026-10-20
Approach Retirement Advisors, LLC
UNCHANGED7,5007,50000%$237.8K$244.0K+$6.2K2026-10-22
PUREfi Wealth, LLC
UNCHANGED7,5007,50000%$237.8K$244.0K+$6.2K2026-10-19
Merited Wealth, LLC
DECREASED7,49010,130-2,640-26%$321.2K$243.6K-$77.6K2026-10-13
Veratis Advisors, Inc.
INCREASED7,4667,460+6+0%$236.6K$242.9K+$6.3K2026-11-03
Vima LLC
INCREASED7,4456,210+1,235+20%$196.9K$242.2K+$45.3K2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED7,42621,313-13,887-65%$675.8K$241.6K-$434.3K2026-11-05
Mccarter Private Wealth Services LLC
NEW7,386—+7,386——$240.3K—2026-10-22
FCG Investment Co
NEW7,357—+7,357——$239.3K—2026-10-13
MKD Wealth Coaches, LLC
UNCHANGED7,2617,26100%$230.3K$236.2K+$6.0K2026-10-09
Ethic Inc.
NEW7,247—+7,247——$235.7K—2026-11-03
Williams & Novak Wealth Management, LLC
NEW7,225—+7,225——$235.0K—2026-10-09
Carson Advisory Inc.
INCREASED7,2177,133+84+1%$226.2K$234.8K+$8.6K2026-11-06
Anchor Capital Advisors LLC
DECREASED7,21611,061-3,845-35%$350.7K$234.7K-$116.0K2026-11-05
Robinson Smith Wealth Advisors LLC
UNCHANGED7,1917,19100%$228.0K$233.9K+$5.9K2026-10-22
Westside Investment Management, Inc.
UNCHANGED7,1757,17500%$227.5K$234.4K+$6.9K2026-11-02
Bull Oak Capital, LLC
UNCHANGED7,1737,17300%$227.5K$233.3K+$5.9K2026-10-23
BAR Harbor Wealth Management
UNCHANGED7,1617,16100%$227.1K$232.9K+$5.9K2026-10-21
Birch Financial Group, LLC
DECREASED7,1527,678-526-7%$243.5K$232.7K-$10.8K2026-10-27
Triangle Securities Wealth Management
DECREASED7,1487,648-500-7%$242.5K$232.5K-$10.0K2026-10-14
MFG Investments, LLC
NEW7,146—+7,146——$232.5K—2026-10-30
Gibson Capital, LLC
UNCHANGED7,1437,14300%$226.5K$232.4K+$5.9K2026-10-23
Insight Wealth Strategies, LLC
UNCHANGED7,1187,11800%$226.7K$231.5K+$4.8K2026-10-09
Peoples Bank
DECREASED7,1017,253-152-2%$230.0K$231.0K+$1.0K2026-10-26
Harbor Group, Inc.
INCREASED7,0907,083+7+0%$224.6K$230.6K+$6.0K2026-10-14
Riverbend Wealth Management, LLC
INCREASED7,0126,481+531+8%$205.5K$228.1K+$22.6K2026-10-15
Elevated Financial Group LLC
DECREASED6,9876,989-20%$221.6K$227.3K+$5.7K2026-10-16
Chatham Capital Group, Inc.
UNCHANGED6,9756,97500%$221.2K$226.9K+$5.7K2026-10-16
Westhampton Capital, LLC
UNCHANGED6,9606,96000%$220.7K$226.4K+$5.7K2026-10-30
Carter Financial Group, Inc.
NEW6,955—+6,955——$226.3K—2026-10-21
Base Wealth Management LLC
NEW6,939—+6,939——$225.7K—2026-10-21
Obsidian CIO, LLC
INCREASED6,9266,920+6+0%$219.4K$225.3K+$5.9K2026-11-05
Canopy Partners, LLC
DECREASED6,9217,486-565-8%$237.4K$225.2K-$12.2K2026-10-28
TTP Investments, Inc.
NEW6,912—+6,912——$224.8K—2026-10-30
Buckhead Capital Management LLC
DECREASED6,9006,950-50-1%$220.4K$224.5K+$4.1K2026-11-03
TrustBank
UNCHANGED6,9006,90000%$218.8K$224.5K+$5.7K2026-10-20
Ferguson Shapiro LLC
NEW6,895—+6,895——$224.3K—2026-10-16
Confluence Wealth Services, Inc.
DECREASED6,8878,103-1,216-15%$256.9K$224.0K-$32.9K2026-11-05
Summit Global Investments
INCREASED6,8756,718+157+2%$213.0K$224-$212.8K2026-10-28
Fairfield Financial Advisors, LTD
DECREASED6,8719,646-2,775-29%$305.9K$223.5K-$82.4K2026-10-14
PMG Family Office LLC
UNCHANGED6,8016,80100%$215.7K$221.2K+$5.6K2026-10-19
Norris Perne & French LLP
UNCHANGED6,7946,79400%$215.4K$221.0K+$5.6K2026-10-23
Rockwood Wealth Management, LLC
UNCHANGED6,7706,77000%$214.7K$220.2K+$5.6K2026-10-27
Vontobel Holding Ltd.
UNCHANGED6,7506,75000%$214.0K$219.6K+$5.5K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED6,7446,843-99-1%$220.6K$220.2K-$4462026-10-19
Cooper S Advisors, LLC
NEW6,723—+6,723——$218.7K—2026-11-03
Briggs Wealth Management, Inc
UNCHANGED6,7086,70800%$212.7K$218.2K+$5.5K2026-10-26
Northeast Investment Management
UNCHANGED6,6966,69600%$212.3K$217.8K+$5.5K2026-10-30
Mainstream Capital Management LLC
UNCHANGED6,6496,64900%$210.8K$216.3K+$5.5K2026-10-23
Quartz Partners, LLC
NEW6,640—+6,640——$216.0K—2026-11-03
Alpine Bank Wealth Management
UNCHANGED6,6366,63600%$210.4K$215.9K+$5.4K2026-10-16
Rydar Equities, Inc.
INCREASED6,6206,568+52+1%$215.4K$216.2K+$7182026-10-13
Matrix Asset Advisors Inc
INCREASED6,5796,533+46+1%$207.2K$214.0K+$6.9K2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED6,5546,550+4+0%$207.7K$213.2K+$5.5K2026-10-23
Clear Harbor Asset Management, LLC
UNCHANGED6,4936,49300%$205.9K$211.2K+$5.3K2026-11-05
Tactive Advisors, LLC
INCREASED6,4666,437+29+0%$204.1K$210.3K+$6.2K2026-10-08
Armbruster Capital Management, Inc.
NEW6,458—+6,458——$210.1K—2026-10-19
Provenance Wealth Advisors, LLC
NEW6,432—+6,432——$209.2K—2026-10-30
FWG Investments, Llc.
DECREASED6,4296,802-373-5%$215.7K$209.1K-$6.5K2026-11-03
Weinberger Asset Management, Inc
UNCHANGED6,4006,40000%$214.8K$208.2K-$6.6K2026-10-28
Salvus Wealth Management, LLC
NEW6,387—+6,387——$207.8K—2026-10-13
JIM Saulnier & Associates, LLC
NEW6,340—+6,340——$206.2K—2026-11-04
Tortoise Investment Management, LLC
UNCHANGED6,3386,33800%$201.0K$206.2K+$5.2K2026-11-06
ZWJ Investment Counsel Inc
NEW6,318—+6,318——$205.5K—2026-10-15
Gryphon Financial Partners LLC
NEW6,302—+6,302——$205.0K—2026-11-04
Tounjian Advisory Partners, LLC
NEW6,266—+6,266——$203.8K—2026-11-04
Farrow Financial, Inc.
NEW6,239—+6,239——$203.0K—2026-10-30
United Community Bank
UNCHANGED6,1896,18900%$196.3K$201.3K+$5.1K2026-10-28
FSA Investment Group, LLC
NEW6,178—+6,178——$201.0K—2026-10-07
Shah Wealth Advisors, LLC
NEW6,150—+6,150——$200.0K—2026-11-06
DecisionPoint Financial, LLC
INCREASED6,0725,418+654+12%$172.6K$198.3K+$25.7K2026-10-27
Maryland Capital Advisors Inc.
DECREASED6,0616,141-80-1%$194.7K$197.2K+$2.4K2026-10-15
American National Bank & Trust
UNCHANGED6,0006,00000%$190.3K$195.2K+$4.9K2026-10-07
Ameliora Wealth Management Ltd.
INCREASED5,7854,000+1,785+45%$126.8K$188.2K+$61.3K2026-10-23
Bullock Wealth Management Group
INCREASED5,6845,656+28+1%$180.1K$185.6K+$5.5K2026-10-09
West Financial Advisors, LLC
DECREASED5,6515,926-275-5%$187.9K$183.8K-$4.1K2026-10-22
John Boyer, Inc.
NEW5,497—+5,497——$178.8K—2026-10-27
Stone House Investment Management, LLC
INCREASED5,3545,331+23+0%$169.0K$174.2K+$5.1K2026-10-23
Accordant Advisory Group Inc
DECREASED5,3485,350-20%$169.6K$174.0K+$4.3K2026-10-29
IAG Wealth Partners, LLC
INCREASED5,2724,308+964+22%$136.6K$171.5K+$34.9K2026-11-06
Cdkv Holdings LLC
UNCHANGED5,1005,10000%$161.7K$165.9K+$4.2K2026-10-28
Nfsg Corp
INCREASED5,0942,833+2,261+80%$89.8K$165.7K+$75.9K2026-10-15
Morton Brown Family Wealth, LLC
INCREASED4,9721,635+3,337+204%$51.8K$161.7K+$109.9K2026-10-23
Entrust Financial LLC
INCREASED4,846522+4,324+828%$16.6K$157.7K+$141.1K2026-11-04
Yankcom Partnership
DECREASED4,8458,130-3,285-40%$257.8K$157.6K-$100.2K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED4,3864,38600%$139.1K$142.7K+$3.6K2026-10-22
McCarley & Cook Financial Planners
DECREASED4,3439,308-4,965-53%$295.2K$141.3K-$153.9K2026-10-21
Mcdonald Partners LLC
UNCHANGED4,3004,30000%$136.4K$139.9K+$3.5K2026-11-03
Granville Capital, Inc.
UNCHANGED3,9423,94200%$125.0K$128.2K+$3.2K2026-11-05
Arlington Trust Co LLC
INCREASED3,8903,000+890+30%$95.1K$126.5K+$31.4K2026-10-20
Grey Ledge Advisors, LLC
DECREASED3,7653,778-130%$119.8K$122.5K+$2.7K2026-11-02
William Mack & Associates, Inc.
NEW3,697—+3,697——$120.3K—2026-10-27
Turtle Creek Wealth Advisors, LLC
NEW3,695—+3,695——$120.2K—2026-10-15
Navigoe, LLC
UNCHANGED3,6633,66300%$116.0K$119-$115.9K2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED3,5623,561+1+0%$112.9K$115.9K+$2.9K2026-10-19
SJS Investment Consulting Inc.
UNCHANGED3,3903,39000%$107.5K$110.3K+$2.8K2026-10-26
Bayban
UNCHANGED3,3423,34200%$106.0K$106.0K$02026-11-05
Union Savings Bank
INCREASED3,3372,824+513+18%$89.5K$108.5K+$19.0K2026-10-14
Byrne Asset Management LLC
INCREASED3,313806+2,507+311%$25.6K$108.2K+$82.6K2026-10-06
Lloyd Advisory Services, Llc.
INCREASED3,2404+3,236+80900%$118$105.4K+$105.3K2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED3,1843,18400%$101.4K$104.0K+$2.6K2026-10-20
Weaver Capital Management LLC
INCREASED3,0793,030+49+2%$93.0K$100.2K+$7.2K2026-10-15
Essential Investment Partners LLC
NEW3,075—+3,075——$100.0K—2026-10-27
Mogy Joel R Investment Counsel Inc
UNCHANGED3,0003,00000%$95.1K$97.6K+$2.5K2026-10-13
Signature Resources Capital Management, LLC
INCREASED2,7112,647+64+2%$83.9K$88.2K+$4.3K2026-10-16
Center for Financial Planning, Inc.
UNCHANGED2,5982,59800%$82.4K$84.5K+$2.1K2026-10-26
James T. Borello RIA
UNCHANGED2,5222,52200%$80.0K$82.0K+$2.1K2026-10-16
Barrett & Company, Inc.
INCREASED2,5001,645+855+52%$52.2K$81.3K+$29.2K2026-10-22
Nemes Rush Group LLC
INCREASED2,4812,033+448+22%$64.5K$80.7K+$16.3K2026-11-04
Triumph Capital Management
INCREASED2,3892,084+305+15%$66.1K$77.7K+$11.6K2026-10-14
First Bancorp, Inc
UNCHANGED2,3752,37500%$75.3K$77.3K+$1.9K2026-10-26
True Wealth Design, LLC
UNCHANGED2,3652,36500%$75.0K$76.9K+$1.9K2026-10-13
GK Wealth Management LLC
NEW2,279—+2,279——$74.1K—2026-10-09
Evermay Wealth Management LLC
UNCHANGED2,2502,25000%$71.3K$73.2K+$1.8K2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED2,2172,604-387-15%$82.6K$72.1K-$10.5K2026-10-16
Covestor Ltd
DECREASED2,1032,114-11-1%$67.0K$68-$66.9K2026-10-30
Wealth Analytics Partners, LLC
NEW2,040—+2,040——$66.4K—2026-10-19
SBK Financial, Inc.
UNCHANGED2,0002,00000%$63.4K$65.1K+$1.6K2026-11-02
Phillips Financial Management, LLC
INCREASED1,950810+1,140+141%$25.7K$63.4K+$37.7K2026-10-19
Roxbury Financial LLC
DECREASED1,8662,007-141-7%$63.6K$60.7K-$2.9K2026-10-01
Smallwood Wealth Investment Management, LLC
DECREASED1,8291,839-10-1%$58.3K$59.5K+$1.2K2026-10-30
Addison Advisors LLC
UNCHANGED1,8121,81200%$57.5K$58.9K+$1.5K2026-11-06
Catherine Avery Investment Management LLC
UNCHANGED1,8061,80600%$57.3K$58.7K+$1.5K2026-10-14
Highline Wealth Partners LLC
NEW1,754—+1,754——$57.1K—2026-10-19
Kennebec Savings Bank
INCREASED1,6781,671+7+0%$53.0K$54.6K+$1.6K2026-10-22
UMB Private Wealth Management, LLC
NEW1,555—+1,555——$50.6K—2026-10-19
Maseco LLP
NEW1,527—+1,527——$49.7K—2026-10-27
Hughes Financial Services, LLC
UNCHANGED1,5051,50500%$47.7K$53.6K+$5.9K2026-10-30
Private Wealth Management Group, LLC
INCREASED1,428496+932+188%$15.7K$46.5K+$30.7K2026-10-19
MTM Investment Management, LLC
UNCHANGED1,4221,42200%$45.1K$46.3K+$1.2K2026-10-30
Thompson Investment Management, Inc.
INCREASED1,3531,351+2+0%$42.9K$44.0K+$1.1K2026-10-14
Fairman Group, LLC
INCREASED1,3111,304+7+1%$41.3K$42.7K+$1.3K2026-10-26
Sage Mountain Advisors LLC
UNCHANGED1,2211,22100%$38.7K$39.7K+$1.0K2026-11-02
Transce3nd, LLC
DECREASED1,1911,261-70-6%$40.9K$41.3K+$4242026-10-26
MB, Levis & Associates, LLC
INCREASED1,1611,151+10+1%$36.5K$37.8K+$1.2K2026-10-16
Hanson & Doremus Investment Management
UNCHANGED1,1611,16100%$37.0K$38-$37.0K2026-10-16
Blueline Advisors LLC
INCREASED1,1521,120+32+3%$35.5K$37.5K+$2.0K2026-10-15
Mountain Hill Investment Partners Corp.
INCREASED1,061948+113+12%$30.0K$34.5K+$4.5K2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED1,0521,05200%$33.4K$34.2K+$8632026-10-16
Ashton Thomas Securities, LLC
UNCHANGED1,0501,05000%$33.3K$34.2K+$8612026-10-26
Fortitude Family Office, LLC
UNCHANGED1,0501,05000%$33.3K$34.2K+$8612026-10-14
MilWealth Group LLC
UNCHANGED99099000%$31.4K$32.2K+$8122026-11-02
Biltmore Family Office, LLC
UNCHANGED97497400%$30.9K$31.7K+$7982026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED96096000%$30.4K$31.2K+$7872026-10-09
Silver Grove Financial Group, Inc.
INCREASED957266+691+260%$8.4K$31.1K+$22.7K2026-11-05
City State Bank
UNCHANGED95595500%$30.3K$31.1K+$7832026-10-20
Gen-Wealth Partners Inc
DECREASED923990-67-7%$31.4K$30.0K-$1.4K2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED86686600%$27.5K$28.2K+$7102026-10-16
Livelsberger Financial Advisory
NEW852—+852——$27.7K—2026-10-28
EPG Wealth Management LLC
DECREASED8452,813-1,968-70%$89.2K$27.5K-$61.7K2026-11-03
Intesa Sanpaolo Wealth Management
UNCHANGED84084000%$26.6K$27.3K+$6892026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED79279200%$25.1K$25.8K+$6492026-10-15
Activest Wealth Management
UNCHANGED76276200%$24.2K$24.8K+$6252026-10-15
Beacon Financial Strategies Corp
INCREASED748744+4+1%$23.6K$24.3K+$7442026-10-14
New England Capital Financial Advisors LLC
DECREASED615648-33-5%$20.5K$20.0K-$5452026-11-03
Balance Wealth Partners LLC
NEW600—+600——$19.5K—2026-10-27
Birchbrook, Inc.
INCREASED573569+4+1%$18.1K$18.7K+$5932026-10-14
Tower View Wealth Management LLC
DECREASED572711-139-20%$22.5K$18.6K-$3.9K2026-10-23
Financially Speaking Inc
NEW548—+548——$17.8K—2026-11-05
Friedenthal Financial
NEW542—+542——$17.6K—2026-10-27
Provident Wealth Management, LLC
DECREASED5379,442-8,905-94%$299.4K$17.5K-$282.0K2026-10-20
Heritage Family Offices, LLP
NEW513—+513——$16.7K—2026-11-02
Canton Hathaway, LLC
NEW482—+482——$15.7K—2026-10-23
First Pacific Financial
INCREASED451448+3+1%$14.2K$14.7K+$4852026-10-14
High Note Wealth, LLC
UNCHANGED45045000%$14.3K$14.6K+$3552026-10-27
Coastline Trust Co
UNCHANGED45045000%$14.3K$14.6K+$3692026-10-01
Align Financial, LLC
NEW441—+441——$14.3K—2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED44144100%$14.0K$14.3K+$3622026-10-23
NorthAvenue LLC
UNCHANGED39939900%$12.7K$13.0K+$3272026-10-29
Tradewinds Capital Management, LLC
DECREASED3971,088-691-64%$34.5K$12.9K-$21.6K2026-10-23
Hoey Investments, Inc
INCREASED394293+101+34%$9.3K$12.8K+$3.5K2026-10-29
Strategic Advocates LLC
DECREASED387428-41-10%$13.6K$12.6K-$9832026-11-03
Vision Financial Markets LLC
UNCHANGED37537500%$11.9K$12.2K+$3072026-10-22
Tompkins Financial Corp
UNCHANGED35335300%$11.2K$11.5K+$2892026-10-05
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED34434400%$10.9K$11.2K+$2822026-10-28
West Branch Capital LLC
UNCHANGED32632600%$10.3K$10.6K+$2672026-10-20
Noble Wealth Management PBC
UNCHANGED30030000%$9.5K$9.8K+$2462026-10-01
Legacy Bridge, LLC
UNCHANGED30030000%$9.5K$9.8K+$2462026-10-28
Lynch Investment Planning, LLC
NEW231—+231——$7.5K—2026-10-27
Edgemoor Investment Advisors, Inc.
NEW225—+225——$7.3K—2026-11-03
Financial Management Professionals, Inc.
UNCHANGED22522500%$7.1K$7.3K+$1842026-10-23
Networth Advisors, LLC
INCREASED22470+154+220%$2.2K$7.3K+$5.1K2026-11-03
Western Pacific Wealth Management, LP
INCREASED224222+2+1%$7.0K$7.3K+$2412026-10-16
Reap Financial Group, LLC
INCREASED202100+102+102%$3.2K$6.6K+$3.4K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED20120100%$6.4K$6.5K+$1652026-10-28
Adkins Seale Capital Management LLC
NEW183—+183——$6.0K—2026-10-27
Citizens National Bank Trust Department
UNCHANGED18018000%$5.7K$5.9K+$1472026-11-04
Gables Capital Management Inc.
UNCHANGED17417400%$5.5K$5.7K+$1422026-11-04
Three Bridge Wealth Advisors, LLC
NEW165—+165——$5.4K—2026-11-05
Kozak & Associates, Inc.
UNCHANGED15515500%$4.9K$5.4K+$5022026-10-29
Winch Advisory Services, LLC
UNCHANGED13913900%$12.8K$13.6K+$7972026-11-06
General Partner, Inc.
UNCHANGED12012000%$3.8K$3.9K+$992026-10-05
Northstar Asset Management Co
INCREASED1077+100+1429%$220$3.7K+$3.5K2026-10-22
Chilton Capital Management LLC
UNCHANGED10010000%$3.2K$3.3K+$822026-10-28
Hara Capital LLC
UNCHANGED979700%$3.1K$3.2K+$802026-10-30
High Point Wealth Management, LLC
NEW95—+95——$3.1K—2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED929200%$2.9K$3.0K+$762026-10-06
Advocate Investing Services LLC
UNCHANGED858500%$2.7K$2.8K+$922026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED787800%$2.5K$2.5K+$642026-10-28
Gleason Group, Inc.
INCREASED7776+1+1%$2.4K$2.5K+$822026-10-15
POM Investment Strategies, LLC
INCREASED6345+18+40%$1.4K$2.0K+$6222026-10-20
Ulland Investment Advisors, LLC
UNCHANGED363600%$1$1$02026-10-13
Bay Harbor Wealth Management, LLC
DECREASED2040-20-50%$1.3K$651-$6192026-11-03
Your Advocates Ltd., LLP
INCREASED117+4+57%$222$373+$1512026-11-03
RHL Group, LLC
DECREASED9137-128-93%$4.4K$287-$4.1K2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED6600%$190$195+$52026-10-20
Eukles Asset Management
UNCHANGED2200%$63$65+$22026-11-04
Mascoma Wealth Management LLC
NEW0—0——$4—2026-10-23
Sunesis Advisors, LLC
CLOSED030,009-30,009-100%$951.6K$0-$951.6K2026-10-26
Cadent Capital Advisors, LLC
CLOSED028,896-28,896-100%$916.3K$0-$916.3K2026-10-09
Nixon Peabody Trust Co
CLOSED024,843-24,843-100%$787.8K$0-$787.8K2026-10-23
Jefferies Financial Group Inc.
CLOSED023,599-23,599-100%$748.3K$0-$748.3K2026-11-05
SVB Wealth LLC
CLOSED022,531-22,531-100%$714.5K$0-$714.5K2026-11-06
OMC Financial Services LTD
CLOSED021,783-21,783-100%$690.7K$0-$690.7K2026-10-19
Andrews, Lucia Wealth Management LLC
CLOSED018,704-18,704-100%$593.1K$0-$593.1K2026-11-02
One Way Holdings LLC
CLOSED018,088-18,088-100%$573.6K$0-$573.6K2026-10-29
Sanchez Wealth Management Group
CLOSED015,829-15,829-100%$501.9K$0-$501.9K2026-11-02
Legacy Advisory Services, LLC
CLOSED011,197-11,197-100%$355.1K$0-$355.1K2026-10-20
Apeiron RIA LLC
CLOSED010,822-10,822-100%$343.2K$0-$343.2K2026-10-08
Northcape Wealth Management, LLC
CLOSED010,800-10,800-100%$342.5K$0-$342.5K2026-11-04
Procyon Advisors, LLC
CLOSED010,203-10,203-100%$323.5K$0-$323.5K2026-10-21
North Capital, Inc.
CLOSED09,834-9,834-100%$311.8K$0-$311.8K2026-10-16
Allegiance Financial Group Advisory Services LLC
CLOSED09,631-9,631-100%$305.4K$0-$305.4K2026-11-02
Barclays PLC
CLOSED07,868-7,868-100%$249.5K$0-$249.5K2026-11-06
Trilogy Capital Inc.
CLOSED07,387-7,387-100%$234.2K$0-$234.2K2026-10-20
Pekin Hardy Strauss, Inc.
CLOSED07,359-7,359-100%$233.4K$0-$233.4K2026-11-02
Luminvest Wealth Management LLC
CLOSED07,263-7,263-100%$230.3K$0-$230.3K2026-10-14
Cornell Pochily Investment Advisors, Inc.
CLOSED07,200-7,200-100%$228.3K$0-$228.3K2026-10-19
Investment Management Associates Inc
CLOSED07,046-7,046-100%$223.4K$0-$223.4K2026-10-29
Busey Bank
CLOSED06,837-6,837-100%$216.8K$0-$216.8K2026-10-26
Schaper Benz & Wise Investment Counsel Inc
CLOSED06,717-6,717-100%$213.0K$0-$213.0K2026-10-09
Purkiss Capital Advisors LLC
CLOSED06,391-6,391-100%$202.7K$0-$202.7K2026-11-06
D'Orazio & Associates, Inc.
CLOSED06,318-6,318-100%$200.4K$0-$200.4K2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED06,313-6,313-100%$200.2K$0-$200.2K2026-11-02
Zega Investments, LLC
CLOSED05,203-5,203-100%$165.0K$0-$165.0K2026-11-04
Park National Corp
CLOSED04,845-4,845-100%$153.6K$0-$153.6K2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED04,623-4,623-100%$146.6K$0-$146.6K2026-10-14
Tucker Asset Management LLC
CLOSED03,165-3,165-100%$100.4K$0-$100.4K2026-10-29
Deutsche Bank Ag\
CLOSED02,925-2,925-100%$92.8K$0-$92.8K2026-11-06
Robinswood Financial LLC
CLOSED02,735-2,735-100%$86.7K$0-$86.7K2026-10-20
Brooklyn FI, LLC
CLOSED02,499-2,499-100%$82.2K$0-$82.2K2026-11-05
Gill Capital Partners, LLC
CLOSED02,493-2,493-100%$79.0K$0-$79.0K2026-10-13
Founders Capital Management
CLOSED02,400-2,400-100%$76.1K$0-$76.1K2026-10-13
Acumen Wealth Advisors, LLC
CLOSED01,364-1,364-100%$43.3K$0-$43.3K2026-11-05
Merrithew & Thorsten Inc
CLOSED0941-941-100%$29$0-$292026-11-06
Atlatl Advisers LLC
CLOSED0605-605-100%$19.2K$0-$19.2K2026-10-22
Atwood & Palmer Inc
CLOSED0413-413-100%$13.1K$0-$13.1K2026-10-08
Summit Securities Group LLC
CLOSED0200-200-100%$6.3K$0-$6.3K2026-11-05
Clean Yield Group
CLOSED0185-185-100%$5.9K$0-$5.9K2026-10-28
United Financial Planning Group LLC
CLOSED0149-149-100%$4.7K$0-$4.7K2026-11-04
Go Invest LLC
CLOSED0133-133-100%$4.2K$0-$4.2K2026-10-09
Atlantic Edge Private Wealth Management, LLC
CLOSED081-81-100%$2.6K$0-$2.6K2026-10-20
Bear Mountain Capital, Inc.
CLOSED040-40-100%$1.3K$0-$1.3K2026-11-04
Affinity Wealth LLC
CLOSED021-21-100%$666$0-$6662026-11-03
Pillar Financial Advisors, LLC
CLOSED05-5-100%$165$0-$1652026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED000—$4$4$02026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED000—$765.2K$2.4M+$1.6M2026-10-29
Sumitomo Life Insurance Co
N/A—59,569,934-59,569,934-100%$1.9B———
Bank of America Corp
N/A—35,964,374-35,964,374-100%$1.1B———
Morgan Stanley
N/A—27,882,415-27,882,415-100%$884.2M———
Cetera Investment Advisers
N/A—25,487,103-25,487,103-100%$808.2M———
Raymond James Financial Inc
N/A—18,067,002-18,067,002-100%$572.9M———
Envestnet Asset Management Inc
N/A—17,667,059-17,667,059-100%$560.2M———
UBS Group AG
N/A—14,272,113-14,272,113-100%$452.6M———
Wealthspire Advisors, LLC
N/A—13,574,503-13,574,503-100%$430.4M———
Northwestern Mutual Wealth Management Co
N/A—13,398,710-13,398,710-100%$424.9M———
Wealthfront Advisers LLC
N/A—12,619,208-12,619,208-100%$400.2M———
Royal Bank of Canada
N/A—11,007,943-11,007,943-100%$349.1M———
Osaic Holdings, Inc.
N/A—10,869,562-10,869,562-100%$344.7M———
Wells Fargo & Company
N/A—10,190,067-10,190,067-100%$323.1M———
Ameriprise Financial Inc
N/A—8,187,261-8,187,261-100%$259.7M———
Mariner, LLC
N/A—6,973,748-6,973,748-100%$221.1M———
MML Investors Services, LLC
N/A—6,750,017-6,750,017-100%$214.0M———
CIBC World Market Inc.
N/A—6,233,348-6,233,348-100%$197.7M———
HHM Wealth Advisors, LLC
N/A—5,312,613-5,312,613-100%$168.5M———
HighTower Advisors, LLC
N/A—5,226,355-5,226,355-100%$165.7M———
Jones Financial Companies Lllp
N/A—4,932,758-4,932,758-100%$158.3M———
JPMorgan Chase & Co
N/A—3,890,026-3,890,026-100%$124.2M———
Berger Financial Group, Inc
N/A—3,205,319-3,205,319-100%$101.6M———
Cresset Asset Management, LLC
N/A—2,989,722-2,989,722-100%$94.8M———
Mercer Global Advisors Inc
N/A—2,835,812-2,835,812-100%$89.9M———
Cerity Partners LLC
N/A—2,522,251-2,522,251-100%$80.0M———
Stifel Financial Corp
N/A—2,324,517-2,324,517-100%$73.7M———
MAI Capital Management
N/A—2,289,163-2,289,163-100%$72.6M———
Baird Financial Group, Inc.
N/A—2,080,899-2,080,899-100%$66.0M———
Harbour Investments, Inc.
N/A—2,054,311-2,054,311-100%$65.1M———
Waverly Advisors, LLC
N/A—2,043,019-2,043,019-100%$64.8M———
Charles Schwab Trust Bank
N/A—1,963,094-1,963,094-100%$62.2M———
United Capital Financial Advisors, LLC
N/A—1,921,962-1,921,962-100%$60.9M———
CVA Family Office, LLC
N/A—1,906,589-1,906,589-100%$60.5M———
Stephens Inc
N/A—1,868,823-1,868,823-100%$59.3M———
Focus Partners Wealth
N/A—1,841,246-1,841,246-100%$58.4M———
Main Street Financial Solutions, LLC
N/A—1,816,438-1,816,438-100%$57.6M———
Beacon Pointe Advisors, LLC
N/A—1,759,557-1,759,557-100%$55.8M———
Steward Partners Investment Advisory, LLC
N/A—1,719,889-1,719,889-100%$54.5M———
Northwest Quadrant Wealth Management, LLC
N/A—1,718,037-1,718,037-100%$54.5M———
Captrust Financial Advisors
N/A—1,688,134-1,688,134-100%$53.5M———
Integrated Wealth Concepts LLC
N/A—1,478,320-1,478,320-100%$46.9M———
Janney Montgomery Scott LLC
N/A—1,464,701-1,464,701-100%$46.4M———
Cedar Wealth Management, LLC
N/A—1,435,868-1,435,868-100%$45.5M———
Equitable Holdings, Inc.
N/A—1,371,794-1,371,794-100%$43.5M———
Aptus Capital Advisors, LLC
N/A—1,313,803-1,313,803-100%$41.7M———
Ameritas Advisory Services, LLC
N/A—1,262,852-1,262,852-100%$40.0M———
Private Advisor Group, LLC
N/A—1,255,770-1,255,770-100%$39.8M———
Apriem Advisors
N/A—1,230,371-1,230,371-100%$39.0M———
Focus Partners Advisor Solutions, LLC
N/A—1,221,445-1,221,445-100%$38.7M———
Coastal Bridge Advisors, LLC
N/A—1,213,720-1,213,720-100%$38.5M———
Qube Research & Technologies Ltd
N/A—1,191,565-1,191,565-100%$37.8M———
Blair William & Co
N/A—1,108,518-1,108,518-100%$35.2M———
OneDigital Investment Advisors LLC
N/A—1,064,829-1,064,829-100%$33.8M———
Goldman Sachs Group Inc
N/A—1,061,177-1,061,177-100%$33.6M———
NewEdge Advisors, LLC
N/A—1,039,042-1,039,042-100%$32.9M———
Great Valley Advisor Group, Inc.
N/A—1,029,470-1,029,470-100%$32.6M———
Aspire Capital Advisors LLC
N/A—990,458-990,458-100%$31.4M———
Sanctuary Advisors, LLC
N/A—986,443-986,443-100%$31.3M———
Regimen Wealth, LLC
N/A—945,328-945,328-100%$30.0M———
American Financial Advisors, LLC
N/A—930,420-930,420-100%$29.5M———
Manning & Napier Advisors LLC
N/A—922,147-922,147-100%$29.4M———
Regal Investment Advisors LLC
N/A—906,142-906,142-100%$28.7M———
Pathstone Holdings, LLC
N/A—878,572-878,572-100%$27.9M———
FMR LLC
N/A—877,326-877,326-100%$27.8M———
Ausdal Financial Partners, Inc.
N/A—874,061-874,061-100%$27.7M———
Tradition Wealth Management, LLC
N/A—858,029-858,029-100%$27.2M———
Jaffetilchin Investment Partners, LLC
N/A—836,981-836,981-100%$26.5M———
Modern Wealth Management, LLC
N/A—818,307-818,307-100%$25.9M———
Joule Financial, LLC
N/A—812,806-812,806-100%$25.8M———
Stratos Wealth Partners, Ltd.
N/A—807,902-807,902-100%$25.6M———
WIT, LLC
N/A—786,995-786,995-100%$25.0M———
Elite Financial, Inc.
N/A—753,185-753,185-100%$23.9M———
Advisory Services Network, LLC
N/A—753,060-753,060-100%$23.9M———
Arkadios Wealth Advisors
N/A—752,164-752,164-100%$23.9M———
Arax Advisory Partners
N/A—746,317-746,317-100%$23.7M———
Moneta Group Investment Advisors LLC
N/A—744,672-744,672-100%$23.6M———
Advisors Preferred, LLC
N/A—731,730-731,730-100%$23.7M———
Capital Fund Management S.A.
N/A—705,544-705,544-100%$22.4M———
Curi Capital, LLC
N/A—685,875-685,875-100%$21.7M———
Global Retirement Partners, LLC
N/A—672,307-672,307-100%$21.3M———
Rockefeller Capital Management L.P.
N/A—645,546-645,546-100%$20.5M———
AQR Capital Management LLC
N/A—641,163-641,163-100%$20.3M———
Advisory Alpha, LLC
N/A—632,443-632,443-100%$20.1M———
Prosperity Consulting Group, LLC
N/A—617,652-617,652-100%$19.6M———
Paces Ferry Wealth Advisors, LLC
N/A—602,649-602,649-100%$19.1M———
&partners
N/A—598,106-598,106-100%$19.0M———
Integrated Investment Consultants, LLC
N/A—597,717-597,717-100%$19.0M———
Jane Street Group, LLC
N/A—595,933-595,933-100%$18.9M———
Morton Community Bank
N/A—590,596-590,596-100%$18.7M———
Kiley Juergens Wealth Management, LLC
N/A—578,519-578,519-100%$18.3M———
Mayflower Financial Advisors, LLC
N/A—574,381-574,381-100%$18.2M———
Prepared Retirement Institute LLC
N/A—569,163-569,163-100%$18.0M———
Gotham Asset Management, LLC
N/A—558,773-558,773-100%$17.7M———
Savvy Advisors, Inc.
N/A—558,571-558,571-100%$17.7M———
Summit Financial, LLC
N/A—552,588-552,588-100%$17.5M———
EP Wealth Advisors, LLC
N/A—550,939-550,939-100%$17.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—549,648-549,648-100%$17.4M———
Scotia Capital Inc.
N/A—540,267-540,267-100%$17.1M———
Silver Coast Investments LLC
N/A—536,364-536,364-100%$17.0M———
Madison Asset Management, LLC
N/A—535,292-535,292-100%$17.0M———
Sound View Wealth Advisors Group, LLC
N/A—517,197-517,197-100%$16.4M———
Bouchey Financial Group, Ltd.
N/A—514,953-514,953-100%$16.3M———
Kingsview Wealth Management, LLC
N/A—506,762-506,762-100%$16.1M———
Yukon Wealth Management, Inc.
N/A—492,325-492,325-100%$15.6M———
Fiduciary Financial Advisors
N/A—485,030-485,030-100%$15.4M———
Mendel Capital Management LLC
N/A—484,713-484,713-100%$15.4M———
Planning Directions Inc
N/A—459,308-459,308-100%$14.6M———
Mutual Advisors, LLC
N/A—452,686-452,686-100%$14.4M———
Per Stirling Capital Management, Llc.
N/A—452,483-452,483-100%$14.3M———
Coastwise Capital Group, LLC
N/A—449,966-449,966-100%$14.3M———
World Investment Advisors
N/A—433,016-433,016-100%$13.3M———
Dakota Wealth Management
N/A—422,715-422,715-100%$13.4M———
Quantinno Capital Management LP
N/A—416,241-416,241-100%$13.2M———
Bruce G. Allen Investments, LLC
N/A—399,879-399,879-100%$12.7M———
Wealthspire Retirement, LLC
N/A—399,700-399,700-100%$12.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—397,125-397,125-100%$12.6M———
American Alpha Advisors, LLC
N/A—386,969-386,969-100%$12.3M———
Latko Wealth Management, Ltd.
N/A—382,593-382,593-100%$12.1M———
Cahill Financial Advisors Inc
N/A—379,548-379,548-100%$12.0M———
Drucker Wealth 3.0, LLC
N/A—363,376-363,376-100%$11.5M———
Mission Hills Financial Advisory, LLC
N/A—360,484-360,484-100%$11.4M———
AE Wealth Management LLC
N/A—359,359-359,359-100%$11.4M———
Biondo Investment Advisors, LLC
N/A—358,450-358,450-100%$11.4M———
Sequoia Financial Advisors, LLC
N/A—357,685-357,685-100%$11.3M———
Belpointe Asset Management LLC
N/A—352,790-352,790-100%$11.2M———
IMA Advisory Services, Inc.
N/A—350,749-350,749-100%$11.1M———
Leavell Investment Management, Inc.
N/A—349,290-349,290-100%$11.1M———
IFG Advisory, LLC
N/A—346,246-346,246-100%$11.0M———
Phil A. Younker & Associates, Ltd.
N/A—342,607-342,607-100%$10.9M———
Cozad Asset Management Inc
N/A—339,120-339,120-100%$10.8M———
Atlantic Union Bankshares Corp
N/A—335,788-335,788-100%$10.6M———
Fidelis Wealth Advisors LLC
N/A—334,109-334,109-100%$10.6M———
Betterment LLC
N/A—325,702-325,702-100%$10.3M———
Silver OAK Securities, Incorporated
N/A—323,324-323,324-100%$10.3M———
Purpose Unlimited Inc.
N/A—320,292-320,292-100%$10.2M———
Duncan Williams Asset Management, LLC
N/A—317,239-317,239-100%$10.1M———
CIBC Bancorp USA Inc.
N/A—313,962-313,962-100%$10.1M———
Pinnacle Financial Partners, Inc.
N/A—309,885-309,885-100%$9.8M———
New Insight Wealth Advisors
N/A—308,724-308,724-100%$9.8M———
Premier Private Wealth Management LLC
N/A—306,387-306,387-100%$9.7M———
Benjamin Edwards Inc
N/A—295,957-295,957-100%$9.4M———
Donaldson Capital Management, LLC
N/A—294,746-294,746-100%$9.3M———
LaSalle St. Investment Advisors, LLC
N/A—293,484-293,484-100%$9.3M———
Peapack Gladstone Financial Corp
N/A—292,407-292,407-100%$9.3M———
Navalign, LLC
N/A—290,110-290,110-100%$9.2M———
Avant Capital LLC
N/A—289,514-289,514-100%$9.2M———
Liberty Square Wealth Partners LLC
N/A—285,201-285,201-100%$9.0M———
NCM Capital Management, LLC
N/A—280,122-280,122-100%$8.9M———
Stratos Wealth Advisors, LLC
N/A—278,646-278,646-100%$8.8M———
Freestone Capital Holdings, LLC
N/A—278,061-278,061-100%$8.8M———
IEQ Capital, LLC
N/A—273,905-273,905-100%$8.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—273,689-273,689-100%$8.7M———
O'shaughnessy Asset Management, LLC
N/A—273,635-273,635-100%$8.7M———
Tudor Financial Inc.
N/A—264,504-264,504-100%$8.4M———
Nwam LLC
N/A—261,366-261,366-100%$8.3M———
Continuum Advisory, LLC
N/A—259,619-259,619-100%$8.2M———
Cary Street Partners Financial LLC
N/A—258,744-258,744-100%$8.2M———
PlanVest Financial, Inc
N/A—258,618-258,618-100%$8.2M———
Signal Tree Financial Partners LLC
N/A—255,265-255,265-100%$8.1M———
Smith, Moore & Co.
N/A—255,090-255,090-100%$8.1M———
V2 Financial group LLC
N/A—254,527-254,527-100%$8.1M———
BFC Planning, Inc.
N/A—252,183-252,183-100%$8.0M———
TPG Financial Advisors, LLC
N/A—250,932-250,932-100%$8.0M———
Xcelsior Advisor Partners LLC
N/A—250,849-250,849-100%$8.0M———
SCS Capital Management LLC
N/A—247,482-247,482-100%$7.8M———
Safeguard Investment Advisory Group, LLC
N/A—246,850-246,850-100%$7.8M———
Arrowroot Family Office, LLC
N/A—246,074-246,074-100%$7.8M———
Tower Bridge Advisors
N/A—245,374-245,374-100%$7.8M———
UBS Asset Management Americas LLC
N/A—244,080-244,080-100%$7.7M———
Cvfg LLC
N/A—241,721-241,721-100%$7.7M———
Centric Wealth Management
N/A—241,204-241,204-100%$7.6M———
Retirement Planning Group, LLC / NY
N/A—239,184-239,184-100%$7.6M———
Composition Wealth, LLC
N/A—238,112-238,112-100%$7.6M———
Centaurus Financial, Inc.
N/A—236,767-236,767-100%$7.5M———
Payne Capital LLC
N/A—236,418-236,418-100%$7.5M———
Texas Yale Capital Corp.
N/A—226,442-226,442-100%$7.2M———
Spartan Wealth Advisory Services LLC
N/A—224,866-224,866-100%$7.1M———
Mrwm Advisors, LLC
N/A—224,534-224,534-100%$7.1M———
Baron Silver Stevens Financial Advisors, LLC
N/A—221,245-221,245-100%$7.0M———
Spreng Capital Management, Inc.
N/A—220,610-220,610-100%$7.0M———
PFG Investments, LLC
N/A—217,937-217,937-100%$6.9M———
IHT Wealth Management, LLC
N/A—217,600-217,600-100%$6.9M———
Natixis Advisors, LLC
N/A—217,560-217,560-100%$6.9M———
BlackRock, Inc.
N/A—214,741-214,741-100%$6.8M———
Goepper Burkhardt LLC
N/A—212,738-212,738-100%$6.7M———
Northern Trust Corp
N/A—211,702-211,702-100%$6.7M———
Stonebridge Financial Group, LLC
N/A—210,424-210,424-100%$6.7M———
HC Advisors, LLC
N/A—206,511-206,511-100%$6.5M———
Wealthspan Partners, LLC
N/A—201,757-201,757-100%$6.4M———
Johnson Investment Counsel Inc
N/A—201,280-201,280-100%$6.4M———
Kovack Advisors, Inc.
N/A—200,385-200,385-100%$6.4M———
FourThought Financial Partners, LLC
N/A—199,899-199,899-100%$6.3M———
Smartleaf Asset Management LLC
N/A—198,416-198,416-100%$6.3M———
Red Door Wealth Management, LLC
N/A—192,929-192,929-100%$6.1M———
Western Wealth Management, LLC
N/A—189,755-189,755-100%$6.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—189,626-189,626-100%$6.0M———
Strategic Wealth Partners, Ltd.
N/A—188,925-188,925-100%$6.0M———
J. Mark Nickell & Co.
N/A—186,368-186,368-100%$5.9M———
Headlands Technologies LLC
N/A—186,000-186,000-100%$5.9M———
Barnes Pettey Financial Advisors, LLC
N/A—182,438-182,438-100%$5.8M———
Foundations Investment Advisors, LLC
N/A—182,267-182,267-100%$5.8M———
Principal Securities, Inc.
N/A—179,579-179,579-100%$5.7M———
SEI Investments Co
N/A—179,578-179,578-100%$5.7M———
Fiduciary Trust Co
N/A—178,765-178,765-100%$5.7M———
Cadia Private Client LLC
N/A—178,128-178,128-100%$5.6M———
CreativeOne Wealth, LLC
N/A—177,935-177,935-100%$5.6M———
Goldstone Financial Group, LLC
N/A—177,799-177,799-100%$5.6M———
FLC Capital Advisors
N/A—175,514-175,514-100%$5.6M———
Smithfield Trust Co
N/A—175,493-175,493-100%$5.6M———
Thoroughbred Financial Services, LLC
N/A—172,317-172,317-100%$5.5M———
Insigneo Advisory Services, LLC
N/A—167,883-167,883-100%$5.3M———
JT Stratford LLC
N/A—167,288-167,288-100%$5.3M———
Envestnet Portfolio Solutions, Inc.
N/A—166,691-166,691-100%$5.3M———
Hilltop Holdings Inc.
N/A—165,936-165,936-100%$5.3M———
Brown Advisory Inc
N/A—161,217-161,217-100%$5.1M———
Alpha Capital Advisors Inc
N/A—160,414-160,414-100%$5.1M———
Florida Financial Advisors, LLC
N/A—160,369-160,369-100%$5.1M———
Metropolitan Life Insurance Co
N/A—160,200-160,200-100%$5.1M———
Game Plan Financial Advisors, LLC
N/A—155,045-155,045-100%$4.9M———
Gladstone Institutional Advisory LLC
N/A—154,144-154,144-100%$4.9M———
Cedarwood Wealth LLC
N/A—152,467-152,467-100%$4.8M———
Quantum Capital Management, LLC / NJ
N/A—152,398-152,398-100%$4.8M———
Paradigm Capital Management, LLC
N/A—151,922-151,922-100%$4.8M———
Pallas Capital Advisors LLC
N/A—149,936-149,936-100%$4.8M———
Brown Brothers Harriman & Co
N/A—148,062-148,062-100%$4.7M———
Commerce Bank
N/A—146,476-146,476-100%$4.6M———
Roundview Capital LLC
N/A—146,290-146,290-100%$4.6M———
Keystone Financial Services, LLC
N/A—146,045-146,045-100%$4.6M———
Beckerman Institutional, LLC
N/A—145,966-145,966-100%$4.6M———
Axis Wealth Partners, LLC
N/A—144,587-144,587-100%$4.6M———
Bluespring Wealth Management, LLC
N/A—143,337-143,337-100%$4.5M———
Flatrock Wealth Partners LLC
N/A—142,544-142,544-100%$4.5M———
Marble Wealth, LLC
N/A—142,287-142,287-100%$4.5M———
Horizon Investments, LLC
N/A—140,913-140,913-100%$4.5M———
Maripau Wealth Management LLC
N/A—140,462-140,462-100%$4.5M———
Nicolet Bankshares Inc
N/A—139,930-139,930-100%$4.4M———
Capital Analysts, LLC
N/A—139,852-139,852-100%$4.4M———
Anchor Investment Management, LLC
N/A—139,711-139,711-100%$4.4M———
Vista Cima Wealth Management LLC
N/A—137,423-137,423-100%$4.4M———
Caprock Group, LLC
N/A—137,327-137,327-100%$4.4M———
M&T Bank Corp
N/A—137,102-137,102-100%$4.3M———
Fortis Capital Management LLC
N/A—135,858-135,858-100%$4.3M———
Orographic Financial Advisors, LLC
N/A—135,660-135,660-100%$4.6K———
Roehl & Yi Investment Advisors, LLC
N/A—135,177-135,177-100%$3.2M———
Sachetta, LLC
N/A—134,733-134,733-100%$4.3M———
Northstar Group, Inc.
N/A—133,778-133,778-100%$4.2M———
Vestmark Advisory Solutions, Inc.
N/A—133,059-133,059-100%$4.2M———
Strategic Investment Solutions, Inc.
N/A—132,920-132,920-100%$4.3M———
Panoramic Investment Advisors, LLC
N/A—132,403-132,403-100%$4.2M———
Geneos Wealth Management Inc.
N/A—129,987-129,987-100%$4.1M———
NewEdge Wealth, LLC
N/A—128,499-128,499-100%$4.1M———
Headinvest, LLC
N/A—128,178-128,178-100%$4.1M———
Coldstream Capital Management Inc
N/A—128,176-128,176-100%$4.1M———
OneAscent Financial Services LLC
N/A—128,017-128,017-100%$4.1M———
Garden State Investment Advisory Services LLC
N/A—128,015-128,015-100%$4.1M———
Maridea Wealth Management LLC
N/A—127,410-127,410-100%$4.0M———
Strategic Financial Concepts, LLC
N/A—122,864-122,864-100%$3.9M———
Neuberger Berman Group LLC
N/A—119,865-119,865-100%$3.8M———
Bank of Montreal
N/A—115,805-115,805-100%$3.7M———
Chesapeake Wealth Management
N/A—114,578-114,578-100%$3.6M———
Peregrine Asset Advisers, Inc.
N/A—114,431-114,431-100%$3.6M———
Mokan Wealth Management Inc.
N/A—112,118-112,118-100%$3.6M———
MOR Wealth Management, LLC
N/A—111,579-111,579-100%$3.5M———
HighPoint Advisor Group LLC
N/A—111,361-111,361-100%$3.5M———
Crewe Advisors LLC
N/A—108,015-108,015-100%$3.4M———
Bravera Wealth
N/A—107,824-107,824-100%$3.4M———
Ellenbecker Investment Group
N/A—106,722-106,722-100%$3.4M———
Bessemer Group Inc
N/A—105,607-105,607-100%$3.3M———
Bradley Foster & Sargent Inc
N/A—105,228-105,228-100%$3.3M———
Star Financial Bank
N/A—104,634-104,634-100%$3.3M———
Choate Investment Advisors
N/A—103,014-103,014-100%$3.3M———
MainStreet Investment Advisors LLC
N/A—101,816-101,816-100%$3.2M———
Glassy Mountain Advisors, Inc.
N/A—101,700-101,700-100%$3.2M———
Adapt Wealth Advisors, LLC
N/A—101,476-101,476-100%$3.2M———
MTM Financial Group, LLC
N/A—101,444-101,444-100%$3.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—101,369-101,369-100%$3.2M———
SageGuard Financial Group, LLC
N/A—101,162-101,162-100%$3.2M———
Aspen Grove Capital, LLC
N/A—100,375-100,375-100%$3.2M———
Muirfield Wealth Advisors LLC
N/A—96,959-96,959-100%$3.1M———
Investment Advisory Group, LLC
N/A—96,577-96,577-100%$3.1M———
Orion Capital Management LLC
N/A—96,008-96,008-100%$3.0M———
Leo H. Evart, Inc.
N/A—95,936-95,936-100%$3.0M———
Independent Advisor Alliance
N/A—95,650-95,650-100%$3.0M———
Madden Advisory Services, Inc.
N/A—93,747-93,747-100%$3.0M———
WCG Wealth Advisors LLC
N/A—92,161-92,161-100%$2.9M———
J Hagan Capital, Inc.
N/A—91,869-91,869-100%$2.9M———
Providence Capital Advisors, LLC
N/A—91,402-91,402-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—89,420-89,420-100%$2.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—88,792-88,792-100%$2.8M———
Core Wealth Advisors, Inc.
N/A—88,710-88,710-100%$2.8M———
White Knight Strategic Wealth Advisors, LLC
N/A—88,500-88,500-100%$2.8M———
Pasadena Private Wealth, LLC
N/A—85,824-85,824-100%$2.7M———
Vident Advisory, LLC
N/A—85,688-85,688-100%$2.7M———
Perspective Wealth Advisors LLC
N/A—85,520-85,520-100%$2.7M———
Wealthgarden F.S. LLC
N/A—84,298-84,298-100%$2.7M———
Essex Financial Services, Inc.
N/A—84,035-84,035-100%$2.7M———
Walter & Keenan Wealth Management LLC
N/A—83,955-83,955-100%$2.7M———
Forefront Wealth Partners, LLC
N/A—83,215-83,215-100%$2.6M———
JMG Financial Group, Ltd.
N/A—82,640-82,640-100%$2.6M———
Second Half Financial Partners, LLC
N/A—82,292-82,292-100%$2.6M———
Canal Capital Management, LLC
N/A—82,280-82,280-100%$2.6M———
Financial Engines Advisors L.L.C.
N/A—81,458-81,458-100%$2.6M———
Miramar Capital, LLC
N/A—81,245-81,245-100%$2.6M———
Argent Trust Co
N/A—81,183-81,183-100%$2.6M———
Snowden Capital Advisors LLC
N/A—80,840-80,840-100%$2.6M———
Legacy Wealth Advisors, LLC
N/A—80,500-80,500-100%$2.6M———
BlueStem Wealth Partners, LLC
N/A—78,971-78,971-100%$2.5M———
Madison Wealth Partners, Inc
N/A—76,620-76,620-100%$2.4M———
Bleakley Financial Group, LLC
N/A—76,479-76,479-100%$2.4M———
Note Advisors, LLC
N/A—76,417-76,417-100%$2.4M———
TD Capital Management LLC
N/A—75,924-75,924-100%$2.4M———
SageView Advisory Group, LLC
N/A—75,919-75,919-100%$2.4M———
Synergy Investment Management, LLC
N/A—75,881-75,881-100%$2.4M———
Inspire Advisors, LLC
N/A—73,825-73,825-100%$2.3M———
Fiducient Advisors LLC
N/A—73,330-73,330-100%$2.3M———
Haverford Trust Co
N/A—73,124-73,124-100%$2.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—71,828-71,828-100%$2.3M———
Fairview Capital Investment Management, LLC
N/A—71,648-71,648-100%$2.3M———
Strive Financial Group,LLC
N/A—71,254-71,254-100%$2.3M———
RWA Wealth Partners, LLC
N/A—69,854-69,854-100%$2.2M———
GWN Securities Inc.
N/A—69,489-69,489-100%$2.2M———
Bernard Wealth Management Corp.
N/A—69,081-69,081-100%$2.2M———
Ankerstar Wealth, LLC
N/A—68,662-68,662-100%$2.2M———
Viawealth, LLC
N/A—67,997-67,997-100%$2.2M———
Founders Financial Alliance, LLC
N/A—66,220-66,220-100%$2.1M———
Wulff, Hansen & Co.
N/A—65,973-65,973-100%$2.1M———
Astoria Portfolio Advisors Llc.
N/A—65,420-65,420-100%$2.1M———
Indie Asset Partners, LLC
N/A—64,913-64,913-100%$2.1M———
Tidal Investments LLC
N/A—63,521-63,521-100%$2.0M———
Wills Financial Group LLC
N/A—63,280-63,280-100%$2.0M———
Bogart Wealth, LLC
N/A—61,655-61,655-100%$2.0M———
BNP Paribas Financial Markets
N/A—61,365-61,365-100%$1.9M———
Ironwood Investment Counsel, LLC
N/A—61,335-61,335-100%$1.9M———
Transcend Capital Advisors, LLC
N/A—60,711-60,711-100%$1.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—60,671-60,671-100%$1.9M———
Two Sigma Securities, LLC
N/A—60,381-60,381-100%$1.9M———
URS Advisory LLC
N/A—59,988-59,988-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—59,471-59,471-100%$1.9M———
Van Hulzen Asset Management, LLC
N/A—58,778-58,778-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—58,272-58,272-100%$1.8M———
West Michigan Advisors, LLC
N/A—57,864-57,864-100%$1.8M———
BOK Financial Private Wealth, Inc.
N/A—57,698-57,698-100%$1.8M———
Modus Advisors, LLC
N/A—57,662-57,662-100%$1.8M———
Westview Management dba Westview Investment Advisors
N/A—57,186-57,186-100%$1.8M———
Next Capital Management LLC
N/A—56,932-56,932-100%$1.8M———
Prospect Financial Services LLC
N/A—56,922-56,922-100%$1.8M———
One Charles Private Wealth Services, LLC
N/A—56,849-56,849-100%$1.8M———
Ally Invest Advisors Inc.
N/A—56,231-56,231-100%$1.8M———
Ethos Financial Group, LLC
N/A—56,034-56,034-100%$1.9M———
Steelhead Wealth Management LLC
N/A—55,723-55,723-100%$1.8M———
Bcgm Wealth Management, LLC
N/A—55,332-55,332-100%$1.8M———
Barnes Wealth Management Group, Inc
N/A—54,626-54,626-100%$1.7M———
Rollins Financial Advisors, LLC
N/A—54,549-54,549-100%$1.7M———
Klcm Advisors, Inc.
N/A—54,447-54,447-100%$1.7M———
Capasso Planning Partners LLC
N/A—54,379-54,379-100%$1.7M———
Rothschild Investment LLC
N/A—53,770-53,770-100%$1.7M———
Summit Wealth Partners, LLC
N/A—53,665-53,665-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—51,530-51,530-100%$1.6M———
Westbourne Investments, Inc.
N/A—51,240-51,240-100%$1.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—51,174-51,174-100%$1.6M———
Ancora Advisors LLCA
N/A—50,960-50,960-100%$1.6M———
Pitcairn Wealth Advisors LLC
N/A—49,683-49,683-100%$1.6M———
Petra Financial Advisors Inc
N/A—49,630-49,630-100%$1.6M———
Capital Advisors Inc
N/A—49,543-49,543-100%$1.6M———
Banque Transatlantique SA
N/A—49,015-49,015-100%$1.6M———
Huntington National Bank
N/A—48,395-48,395-100%$1.5M———
Royal Capital Wealth Management, LLC
N/A—48,099-48,099-100%$1.5M———
Regatta Research & Money Management
N/A—47,580-47,580-100%$1.5M———
One Capital Management, LLC
N/A—47,515-47,515-100%$1.5M———
Magnolia Capital Advisors LLC
N/A—46,886-46,886-100%$1.5M———
Vanguard National Trust Co
N/A—46,767-46,767-100%$1.5M———
First National Bank & Trust Co of Newtown
N/A—46,540-46,540-100%$1.6M———
Colter Lewis Investment Partners LLC
N/A—46,262-46,262-100%$1.5M———
Disciplined Investors, L.L.C.
N/A—45,725-45,725-100%$1.4M———
National Bank of Canada
N/A—45,372-45,372-100%$1.4M———
Fortress Private Ledger, LLC
N/A—45,116-45,116-100%$1.4M———
Jupiter Wealth Management LLC
N/A—45,000-45,000-100%$1.4M———
Intentional Wealth Strategies, LLC
N/A—44,164-44,164-100%$1.4M———
Ameriflex Group, Inc.
N/A—44,089-44,089-100%$1.4M———
Advyzon Investment Management, LLC
N/A—43,494-43,494-100%$1.4M———
First Wilshire Securities Management Inc
N/A—42,375-42,375-100%$1.3M———
Flputnam Investment Management Co
N/A—41,307-41,307-100%$1.3M———
First Manhattan Co. Llc.
N/A—40,409-40,409-100%$1.3M———
Pine Valley Investments Ltd Liability Co
N/A—40,398-40,398-100%$1.3M———
Foster & Motley Inc
N/A—39,952-39,952-100%$1.3M———
Two Sigma Investments, LP
N/A—39,100-39,100-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—38,864-38,864-100%$1.2M———
Owen LaRue, LLC
N/A—38,541-38,541-100%$1.2M———
Invst, LLC
N/A—38,529-38,529-100%$1.2M———
Millstone Evans Group, LLC
N/A—37,221-37,221-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—36,576-36,576-100%$1.2M———
Meridian Wealth Partners, LLC
N/A—35,975-35,975-100%$1.1M———
C M Bidwell & Associates LTD
N/A—35,759-35,759-100%$1.1M———
Kintra Wealth, LLC
N/A—35,147-35,147-100%$1.2M———
Bellevue Asset Management, LLC
N/A—34,980-34,980-100%$1.1M———
Barnett & Company, Inc.
N/A—34,612-34,612-100%$1.1M———
Empower Advisory Group, LLC
N/A—34,591-34,591-100%$1.1M———
SG Americas Securities, LLC
N/A—33,829-33,829-100%$1.1M———
Zhang Financial LLC
N/A—33,377-33,377-100%$1.1M———
Baldwin Investment Management, LLC
N/A—33,305-33,305-100%$1.1M———
O'rourke & Company, Inc
N/A—32,677-32,677-100%$1.0M———
Manufacturers Life Insurance Company, the
N/A—32,198-32,198-100%$1.0M———
Holderness Investments Co
N/A—31,360-31,360-100%$994.4K———
Advance Capital Management, Inc.
N/A—31,165-31,165-100%$988.2K———
Wealth Alliance, LLC
N/A—30,868-30,868-100%$978.8K———
Webster Bank, N. A.
N/A—30,750-30,750-100%$975.1K———
Wood Tarver Financial Group, LLC
N/A—30,689-30,689-100%$973.0K———
Glen Eagle Advisors, LLC
N/A—30,475-30,475-100%$966.4K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—30,473-30,473-100%$966.3K———
IF Advisors, LLC
N/A—30,304-30,304-100%$960.9K———
Howe & Rusling Inc
N/A—29,978-29,978-100%$950.6K———
Kirtland Hills Capital Management, LLC
N/A—29,889-29,889-100%$947.8K———
Graney & King, LLC
N/A—29,840-29,840-100%$946.2K———
Round Rock Advisors LLC
N/A—29,763-29,763-100%$943.8K———
Brand Asset Management Group, Inc.
N/A—29,657-29,657-100%$940.4K———
Arete Wealth Advisors, LLC
N/A—29,474-29,474-100%$934.6K———
SOA Wealth Advisors, Llc.
N/A—29,449-29,449-100%$933.8K———
North Star Asset Management Inc
N/A—29,235-29,235-100%$927.0K———
Immaculate Wealth Management LLC
N/A—29,204-29,204-100%$926.1K———
Northstar Financial Companies, Inc.
N/A—28,944-28,944-100%$917.8K———
AllGen Financial Advisors, Inc.
N/A—28,866-28,866-100%$915.3K———
CCG Wealth Management, LLC
N/A—28,586-28,586-100%$906.5K———
SHP Wealth Management
N/A—28,498-28,498-100%$903.7K———
Guardian Wealth Advisors, LLC / NC
N/A—28,323-28,323-100%$898.1K———
Perissos Private Wealth Management, LLC
N/A—28,306-28,306-100%$897.6K———
Orcam Financial Group
N/A—27,503-27,503-100%$872.1K———
Brasada Capital Management, LP
N/A—27,438-27,438-100%$870.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—27,300-27,300-100%$865.7K———
First Foundation Advisors
N/A—27,228-27,228-100%$863.4K———
Stratos Investment Management, LLC
N/A—27,165-27,165-100%$861.4K———
Bartlett & Co. Wealth Management LLC
N/A—26,997-26,997-100%$856.1K———
Brookwood Investment Group LLC
N/A—26,981-26,981-100%$855.6K———
Vanguard Advisers Inc
N/A—26,842-26,842-100%$851.2K———
TFR Capital, Llc.
N/A—26,696-26,696-100%$846.5K———
Front Row Advisors LLC
N/A—26,303-26,303-100%$901.4K———
Strategies Wealth Advisors, LLC
N/A—26,235-26,235-100%$831.9K———
Johnson Financial Group, Inc.
N/A—25,743-25,743-100%$816.3K———
Fort Sheridan Advisors LLC
N/A—25,595-25,595-100%$811.6K———
Stonebrook Private Inc.
N/A—25,528-25,528-100%$809.5K———
Hayek Kallen Investment Management
N/A—25,471-25,471-100%$808.0K———
Keating Financial Advisory Services, Inc.
N/A—25,390-25,390-100%$805.1K———
Eldridge Investment Advisors, Inc.
N/A—25,054-25,054-100%$794.5K———
NorthRock Partners, LLC
N/A—25,047-25,047-100%$794.2K———
Rather & Kittrell, Inc.
N/A—24,872-24,872-100%$788.7K———
Rench Wealth Management, Inc.
N/A—24,733-24,733-100%$784.3K———
Calton & Associates, Inc.
N/A—24,732-24,732-100%$784.3K———
Mission Creek Capital Partners, Inc.
N/A—24,396-24,396-100%$773.6K———
Keystone Financial Group
N/A—24,141-24,141-100%$765.5K———
FSB Premier Wealth Management, Inc.
N/A—23,895-23,895-100%$757.7K———
Ducere Wealth Management LLC
N/A—23,797-23,797-100%$754.6K———
Federated Hermes, Inc.
N/A—23,700-23,700-100%$751.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—23,585-23,585-100%$747.9K———
Whittier Trust Co of Nevada Inc
N/A—23,565-23,565-100%$766.8K———
Oakmont Advisory Group, LLC
N/A—23,331-23,331-100%$739.8K———
Aegis Wealth Management LLC
N/A—23,238-23,238-100%$736.9K———
Summit Trail Advisors, LLC
N/A—23,130-23,130-100%$733.4K———
Element Wealth, LLC
N/A—23,075-23,075-100%$731.7K———
Meridian Wealth Advisors, LLC
N/A—22,818-22,818-100%$723.6K———
Paladin Advisory Group, LLC
N/A—22,714-22,714-100%$720.3K———
Berkshire Asset Management LLC
N/A—22,534-22,534-100%$714.6K———
Range Advisory, LLC
N/A—22,520-22,520-100%$714.1K———
Storen Legacy Partners, LLC
N/A—22,309-22,309-100%$707.4K———
Bay Rivers Group
N/A—21,870-21,870-100%$693.5K———
WFA of San Diego, LLC
N/A—21,512-21,512-100%$740.7K———
American Trust
N/A—21,464-21,464-100%$680.6K———
Tudor Investment Corp ET AL
N/A—21,388-21,388-100%$678.2K———
Concentrum Wealth Management
N/A—21,111-21,111-100%$669.4K———
Tidemark, LLC
N/A—21,066-21,066-100%$668.0K———
Nuveen, LLC
N/A—20,989-20,989-100%$665.5K———
Steffes Financial, Ltd.
N/A—20,862-20,862-100%$661.5K———
Abbot Financial Management, Inc.
N/A—20,800-20,800-100%$659.6K———
Comprehensive Money Management Services LLC
N/A—20,639-20,639-100%$654.5K———
Vanguard Personalized Indexing Management, LLC
N/A—20,522-20,522-100%$650.8K———
N.E.W. Advisory Services LLC
N/A—20,505-20,505-100%$650.2K———
Colonial Trust Co / SC
N/A—20,360-20,360-100%$650.1K———
Cary Street Partners Investment Advisory LLC
N/A—20,353-20,353-100%$645.4K———
Ballentine Partners, LLC
N/A—20,228-20,228-100%$641.4K———
Hancock Whitney Corp
N/A—20,207-20,207-100%$640.8K———
Shelton Capital Management
N/A—20,000-20,000-100%$634.2K———
Basepoint Wealth LLC
N/A—19,920-19,920-100%$631.7K———
Laraway Financial Advisors Inc
N/A—19,887-19,887-100%$630.6K———
Robinhood Asset Management, LLC
N/A—19,869-19,869-100%$630.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—19,660-19,660-100%$623.4K———
Financial Gravity Companies, Inc.
N/A—19,497-19,497-100%$618.3K———
Zacks Investment Management
N/A—19,318-19,318-100%$612.6K———
Pure Financial Advisors, LLC
N/A—19,279-19,279-100%$611.3K———
BSW Wealth Partners
N/A—19,263-19,263-100%$610.8K———
Glenmede Trust Co NA
N/A—19,219-19,219-100%$609.4K———
Weik Capital Management
N/A—19,105-19,105-100%$605.8K———
Blue Chip Partners, LLC
N/A—18,943-18,943-100%$600.7K———
Octavia Wealth Advisors, LLC
N/A—18,929-18,929-100%$600.3K———
Fidelis Capital Partners, LLC
N/A—18,901-18,901-100%$599.4K———
Argent Advisors, Inc.
N/A—18,899-18,899-100%$599.3K———
Chancellor Financial Group WB LP
N/A—18,400-18,400-100%$583.5K———
Legacy Financial Advisors, Inc.
N/A—18,207-18,207-100%$577.3K———
Cofg Advisors, LLC
N/A—17,976-17,976-100%$570.0K———
Ketron Financial
N/A—17,758-17,758-100%$563.1K———
Delta Investment Management, LLC
N/A—17,746-17,746-100%$562.7K———
Wilson & Boucher Capital Management, LLC
N/A—17,645-17,645-100%$559.5K———
Clarkston Capital Partners, LLC
N/A—17,611-17,611-100%$558.4K———
Seneca House Advisors
N/A—17,200-17,200-100%$545.4K———
1ST Source Bank
N/A—17,188-17,188-100%$545.0K———
Cura Wealth Advisors, LLC
N/A—17,049-17,049-100%$540.6K———
Davis R M Inc
N/A—16,794-16,794-100%$532.5K———
Sovereign Financial Group, Inc.
N/A—16,661-16,661-100%$528.3K———
Bridgewealth Advisory Group, LLC
N/A—16,331-16,331-100%$517.9K———
Chokshi & Queen Wealth Advisors, Inc
N/A—16,155-16,155-100%$512.3K———
Planning Project LLC
N/A—16,033-16,033-100%$559.4K———
Team Hewins, LLC
N/A—16,018-16,018-100%$507.9K———
Clare Market Investments LLC
N/A—16,000-16,000-100%$507.4K———
Safe Harbor Fiduciary, LLC
N/A—15,946-15,946-100%$505.7K———
Burling Wealth Partners, LLC
N/A—15,900-15,900-100%$504.2K———
Clark Capital Management Group, Inc.
N/A—15,819-15,819-100%$501.6K———
CM Wealth Advisors LLC
N/A—15,667-15,667-100%$496.8K———
Timmons Wealth Management, LLC
N/A—15,566-15,566-100%$493.6K———
Stokes Family Office, LLC
N/A—15,510-15,510-100%$491.8K———
Aspen Wealth Strategies, LLC
N/A—15,494-15,494-100%$491.3K———
Sankala Group LLC
N/A—15,230-15,230-100%$527.1K———
Kane Investment Management, Inc.
N/A—15,227-15,227-100%$482.8K———
Trustmark Bank Trust Department
N/A—15,094-15,094-100%$478.6K———
Causey Wealth LLC
N/A—15,085-15,085-100%$478.4K———
Tandem Financial, LLC
N/A—15,043-15,043-100%$477.0K———
1832 Asset Management L.P.
N/A—15,036-15,036-100%$476.8K———
D L Carlson Investment Group Inc
N/A—14,790-14,790-100%$469.0K———
Alley Investment Management Company, LLC
N/A—14,765-14,765-100%$468.2K———
HRT Financial LP
N/A—14,723-14,723-100%$466.0K———
Sunflower Bank, N.A.
N/A—14,501-14,501-100%$459.8K———
Caldwell Sutter Capital, Inc.
N/A—14,460-14,460-100%$458.5K———
AlTi Global, Inc.
N/A—14,429-14,429-100%$457.5K———
Topsail Wealth Management, LLC
N/A—14,142-14,142-100%$448.5K———
Lowe Brockenbrough & Co Inc
N/A—14,076-14,076-100%$446.4K———
Second Line Capital, LLC
N/A—14,046-14,046-100%$445.4K———
TAGStone Capital, Inc.
N/A—13,911-13,911-100%$441.1K———
Lafayette Investments, Inc.
N/A—13,910-13,910-100%$441.1K———
Rowlandmiller & Partners.adv
N/A—13,716-13,716-100%$435.0K———
Forum Private Client Group LLC
N/A—13,671-13,671-100%$433.5K———
Pursue Wealth Partners LLC
N/A—13,584-13,584-100%$430.7K———
Coppell Advisory Solutions LLC
N/A—13,535-13,535-100%$237.4K———
Generation Capital Management LLC
N/A—13,441-13,441-100%$426.2K———
Tiaa Wealth Investment Management LLC
N/A—13,119-13,119-100%$418.9K———
Frisch Financial Group, Inc.
N/A—12,806-12,806-100%$406.1K———
Compass Advisory Group LLC
N/A—12,804-12,804-100%$406.0K———
Horizon Investment Services, LLC
N/A—12,758-12,758-100%$404.6K———
Medallion Wealth Advisors, LLC
N/A—12,654-12,654-100%$401.2K———
Fairfield, Bush & Co.
N/A—12,620-12,620-100%$400.2K———
Cascade Financial Partners, LLC
N/A—12,570-12,570-100%$398.6K———
Castle Wealth Management LLC
N/A—12,565-12,565-100%$398.4K———
First American Trust, FSB
N/A—12,552-12,552-100%$398.0K———
Security National Bank of Sioux City Iowa
N/A—12,537-12,537-100%$397.5K———
Tobias Financial Advisors, Inc.
N/A—12,382-12,382-100%$392.6K———
NorthCoast Asset Management LLC
N/A—12,251-12,251-100%$388.5K———
Atomic Invest LLC
N/A—12,224-12,224-100%$390.2K———
Rehmann Capital Advisory Group
N/A—12,219-12,219-100%$387.5K———
Twin Tree Management, LP
N/A—12,136-12,136-100%$384.8K———
QRG Capital Management, Inc.
N/A—12,114-12,114-100%$384.1K———
Covington Investment Advisors Inc.
N/A—12,107-12,107-100%$384.0K———
Bank of the Bluegrass & Trust Co.
N/A—12,020-12,020-100%$390.9K———
Dearborn Partners LLC
N/A—11,893-11,893-100%$377.1K———
J.E. Simmons & Co., P.C.
N/A—11,719-11,719-100%$371.6K———
Invesco Ltd.
N/A—11,676-11,676-100%$370.2K———
Fortis Capital Advisors, LLC
N/A—11,661-11,661-100%$369.8K———
HM Payson & Co
N/A—11,652-11,652-100%$369.5K———
Edgestream Partners, L.P.
N/A—11,642-11,642-100%$369.2K———
Cape COD Five Cents Savings Bank
N/A—11,620-11,620-100%$368.5K———
Granite Bay Wealth Management, LLC
N/A—11,525-11,525-100%$365.0K———
Destination Wealth Management
N/A—11,511-11,511-100%$365.0K———
First Trust Advisors LP
N/A—11,448-11,448-100%$363.0K———
OneAscent Wealth Management LLC
N/A—11,392-11,392-100%$361.2K———
GatePass Capital, LLC
N/A—11,317-11,317-100%$358.9K———
Peak Retirement Planning, Inc.
N/A—11,317-11,317-100%$358.8K———
Wealth Management Associates, Inc.
N/A—11,249-11,249-100%$356.7K———
Financial Advisors Network, Inc.
N/A—11,139-11,139-100%$353.2K———
Rialto Wealth Management, LLC
N/A—10,991-10,991-100%$348.5K———
SK Wealth Management, LLC
N/A—10,976-10,976-100%$375.3K———
Lowery Thomas, LLC
N/A—10,974-10,974-100%$348.0K———
Atlas Wealth LLC
N/A—10,956-10,956-100%$347.4K———
Noble Wealth Partners LLC
N/A—10,881-10,881-100%$345.0K———
Alteri Wealth LLC
N/A—10,850-10,850-100%$344.1K———
Atlanta Consulting Group Advisors, LLC
N/A—10,808-10,808-100%$342.7K———
Mason Investment Advisory Services, Inc.
N/A—10,675-10,675-100%$338.5K———
Bank of Nova Scotia
N/A—10,670-10,670-100%$338.3K———
Morris Financial Concepts, Inc.
N/A—10,545-10,545-100%$334.4K———
LOM Asset Management Ltd
N/A—10,529-10,529-100%$333.9K———
Delta Asset Management LLC
N/A—10,500-10,500-100%$333.0K———
Conservest Capital Advisors, Inc.
N/A—10,330-10,330-100%$327.6K———
Nalls Sherbakoff Group, LLC
N/A—10,317-10,317-100%$327.2K———
Valley Financial Group, Inc.
N/A—10,224-10,224-100%$324.2K———
Schrum Private Wealth Management LLC
N/A—10,072-10,072-100%$748.3K———
Clarendon Private LLC
N/A—10,039-10,039-100%$318.3K———
Dorsey & Whitney Trust Co LLC
N/A—10,000-10,000-100%$317.1K———
Marco Investment Management LLC
N/A—9,986-9,986-100%$316.7K———
Empire Financial Management Company, LLC
N/A—9,918-9,918-100%$314.5K———
Heritage Trust Co
N/A—9,916-9,916-100%$314.4K———
Drive Wealth Management, LLC
N/A—9,908-9,908-100%$314.2K———
Westwood Holdings Group Inc
N/A—9,857-9,857-100%$312.6K———
Everest Private Wealth
N/A—9,790-9,790-100%$310.4K———
River Wealth Advisors LLC
N/A—9,774-9,774-100%$309.9K———
ESL Trust Services, LLC
N/A—9,667-9,667-100%$306.5K———
Cascade Wealth Advisors, Inc
N/A—9,660-9,660-100%$327.5K———
RPS Advisory Solutions LLC
N/A—9,556-9,556-100%$303.0K———
Trinity Legacy Partners, LLC
N/A—9,450-9,450-100%$312.2K———
ATLas Financial Planning LLC
N/A—9,441-9,441-100%$299.4K———
Millennium Management LLC
N/A—9,437-9,437-100%$299.2K———
Caitlin John, LLC
N/A—9,336-9,336-100%$296.1K———
Trivium Point Advisory, LLC
N/A—9,304-9,304-100%$295.0K———
Impact Partnership Wealth, LLC
N/A—9,283-9,283-100%$294.4K———
Bellwether Advisors, LLC
N/A—9,252-9,252-100%$293.4K———
Atlantic Family Wealth, LLC
N/A—9,173-9,173-100%$290.9K———
Alpha Financial Partners LLC
N/A—9,172-9,172-100%$290.9K———
MidFirst Bank
N/A—9,116-9,116-100%$289.1K———
ST Germain D J Co Inc
N/A—9,104-9,104-100%$288.7K———
Whittier Trust Co
N/A—9,093-9,093-100%$293.2K———
Quotient Wealth Partners, LLC
N/A—9,013-9,013-100%$285.8K———
Hunter Perkins Capital Management, LLC
N/A—8,985-8,985-100%$285———
Faithward Advisors, LLC
N/A—8,947-8,947-100%$283.7K———
Hamrick Investment Counsel, llc
N/A—8,893-8,893-100%$282.0K———
Serenus Wealth Advisors, LLC
N/A—8,883-8,883-100%$281.7K———
Lansing Street Advisors
N/A—8,871-8,871-100%$281.3K———
Landing Point Financial Group, LLC
N/A—8,837-8,837-100%$280.2K———
Roberts Glore & Co Inc
N/A—8,835-8,835-100%$280.2K———
Legacy Financial Group LLC
N/A—8,808-8,808-100%$279.3K———
Palouse Capital Management, Inc.
N/A—8,738-8,738-100%$277.1K———
Becker Capital Management Inc
N/A—8,680-8,680-100%$275.3K———
Townsquare Capital LLC
N/A—8,680-8,680-100%$275.2K———
CarsonAllaria Wealth Management, Ltd.
N/A—8,649-8,649-100%$274.3K———
FSA Advisors, Inc.
N/A—8,648-8,648-100%$274.3K———
Proficio Capital Partners LLC
N/A—8,577-8,577-100%$272.0K———
Smart Money Group LLC
N/A—8,487-8,487-100%$269.1K———
Roble, Belko & Company, Inc
N/A—8,458-8,458-100%$268.0K———
DV Trading LLC
N/A—8,400-8,400-100%$266.4K———
Elm Partners Management LLC
N/A—8,382-8,382-100%$265.8K———
Broadleaf Partners, LLC
N/A—8,377-8,377-100%$265.6K———
Thompson David Blair
N/A—8,374-8,374-100%$265.5K———
X-Square Capital, LLC
N/A—8,267-8,267-100%$262.0K———
Carter Financial, LLC
N/A—8,251-8,251-100%$261.6K———
Crews Bank & Trust
N/A—8,155-8,155-100%$258.6K———
Jackson Thornton Wealth Management, LLC
N/A—8,122-8,122-100%$257.5K———
Westmount Partners, LLC
N/A—8,084-8,084-100%$256.4K———
Retirement Income Solutions, Inc
N/A—7,992-7,992-100%$245.2K———
Silver OAK Wealth Advisors Services, LLC
N/A—7,937-7,937-100%$251.7K———
Pgim Custom Harvest LLC
N/A—7,926-7,926-100%$251.3K———
WealthCollab, LLC
N/A—7,914-7,914-100%$251.0K———
Cape ANN Savings Bank
N/A—7,910-7,910-100%$250.8K———
Osprey Private Wealth LLC
N/A—7,893-7,893-100%$250.3K———
BlackDiamond Wealth Management, LLC
N/A—7,774-7,774-100%$265.8K———
Pacific Point Advisors, LLC
N/A—7,755-7,755-100%$245.9K———
Forefront Analytics, LLC
N/A—7,676-7,676-100%$243.4K———
Harbor Advisory Corp
N/A—7,626-7,626-100%$241.8K———
Palisades Hudson Asset Management, L.P.
N/A—7,599-7,599-100%$241.0K———
WNY Asset Management, LLC
N/A—7,524-7,524-100%$238.6K———
Copley Financial Group, Inc.
N/A—7,522-7,522-100%$238.5K———
Davis Wealth Advisors, LLC
N/A—7,497-7,497-100%$237.7K———
Synergy Financial Group, LTD
N/A—7,433-7,433-100%$235.7K———
Ellevest, Inc.
N/A—7,424-7,424-100%$243.0K———
Boulder Wealth Advisors, LLC
N/A—7,327-7,327-100%$232.3K———
Permanent Capital Management, LP
N/A—7,212-7,212-100%$228.7K———
Ogorek Anthony Joseph
N/A—7,194-7,194-100%$228.0K———
Buffalo Business & Estate Services LTD
N/A—7,055-7,055-100%$223.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,039-7,039-100%$223.2K———
Ascension Capital Advisors, Inc.
N/A—6,990-6,990-100%$221.7K———
Keebeck Wealth Management
N/A—6,985-6,985-100%$221.5K———
Venturi Wealth Management, LLC
N/A—6,900-6,900-100%$218.8K———
Members Trust Co
N/A—6,891-6,891-100%$218.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,871-6,871-100%$217.9K———
Ascent Advisors, LLC
N/A—6,859-6,859-100%$218.5K———
Hutchinson Capital Management
N/A—6,832-6,832-100%$216.6K———
Pine Harbor Wealth Management, LLC
N/A—6,806-6,806-100%$215.8K———
Estate Planners Group, LLC
N/A—6,737-6,737-100%$213.6K———
Carr Financial Group Corp
N/A—6,661-6,661-100%$211.2K———
Susquehanna International Group, LLP
N/A—6,648-6,648-100%$210.8K———
Continental Investors Services, Inc.
N/A—6,640-6,640-100%$223.4K———
Performance Wealth Partners, LLC
N/A—6,640-6,640-100%$210.5K———
Hobbs Group Advisors, LLC
N/A—6,588-6,588-100%$208.9K———
Polymer Capital Management (HK) LTD
N/A—6,500-6,500-100%$206.1K———
Cannon Wealth Management Services, LLC
N/A—6,499-6,499-100%$206.1K———
First Financial Bankshares Inc
N/A—6,496-6,496-100%$206.0K———
Berry Wealth Group, LP
N/A—6,417-6,417-100%$203.5K———
Fiduciary Group, LLC
N/A—6,394-6,394-100%$202.8K———
Wealth Advisors of Iowa, LLC
N/A—6,322-6,322-100%$200.5K———
Tailwinds Wealth, LLC
N/A—6,309-6,309-100%$200.1K———
Forum Finance Group S.A.
N/A—6,289-6,289-100%$161———
Innovative Asset Advisors Group, LLC
N/A—6,204-6,204-100%$196.7K———
Consultiva Wealth Management, Corp.
N/A—6,200-6,200-100%$196.6K———
Dunhill Financial, LLC
N/A—5,966-5,966-100%$189.2K———
Federation des caisses Desjardins du Quebec
N/A—5,331-5,331-100%$169.0K———
Rice Partnership, LLC
N/A—5,160-5,160-100%$163.6K———
Wellington-Altus USA Inc.
N/A—4,900-4,900-100%$150.3K———
Westfuller Advisors, LLC
N/A—4,877-4,877-100%$154.7K———
Fi3 Financial Advisors, LLC
N/A—4,757-4,757-100%$438.9K———
Ballast Advisors LLC
N/A—4,677-4,677-100%$148.3K———
Hantz Financial Services, Inc.
N/A—4,506-4,506-100%$143.0K———
Aberdeen Wealth Management LLC
N/A—4,500-4,500-100%$142.7K———
Cheviot Value Management, LLC
N/A—4,465-4,465-100%$141.6K———
Meramec Financial Planners, LLC
N/A—4,379-4,379-100%$146.4K———
Steigerwald, Gordon & Koch Inc.
N/A—4,250-4,250-100%$134.8K———
Franklin Resources Inc
N/A—4,186-4,186-100%$132.7K———
SouthState Bank Corp
N/A—3,984-3,984-100%$126.3K———
Mcguire Capital Advisors Inc
N/A—3,834-3,834-100%$121.6K———
Private Wealth Asset Management, LLC
N/A—3,804-3,804-100%$120.6K———
Prestige Wealth Management Group LLC
N/A—3,732-3,732-100%$118.4K———
Cardiff Park Advisors, LLC
N/A—3,399-3,399-100%$107.8K———
Timbuktu Capital Management, LLC
N/A—3,219-3,219-100%$102.1K———
Financial Life Planners
N/A—3,082-3,082-100%$97.7K———
Twin Lakes Capital Management, LLC
N/A—2,948-2,948-100%$93.5K———
Aventura Private Wealth, LLC
N/A—2,709-2,709-100%$85.9K———
WealthShield Partners, LLC
N/A—2,525-2,525-100%$80.1K———
Highland Investment Advisors LLC
N/A—2,525-2,525-100%$80.1K———
Mpwm Advisory Solutions, LLC
N/A—2,376-2,376-100%$75.3K———
EFG International AG
N/A—2,250-2,250-100%$71.3K———
Napier Financial, LLC
N/A—2,134-2,134-100%$67.7K———
PIN OAK Investment Advisors Inc
N/A—1,933-1,933-100%$61.0K———
VAN DEN Berg Management I, Inc
N/A—1,899-1,899-100%$60.2K———
Glassman Wealth Services
N/A—1,780-1,780-100%$56.4K———
Tiaa Trust, National Association
N/A—1,765-1,765-100%$56.0K———
Godfrey Financial Associates, Inc.
N/A—1,754-1,754-100%$55.6K———
Cbiz Investment Advisory Services, LLC
N/A—1,754-1,754-100%$53.8K———
Frazier Financial Advisors, LLC
N/A—1,533-1,533-100%$48.6K———
Operose Advisors LLC
N/A—1,449-1,449-100%$45.9K———
HighMark Wealth Management LLC
N/A—1,345-1,345-100%$42.7K———
Basecamp Wealth Advisors LLC
N/A—1,302-1,302-100%$41.3K———
CNB Bank
N/A—1,215-1,215-100%$38.5K———
Field & Main Bank
N/A—1,050-1,050-100%$33.3K———
Heritage Wealth Advisors
N/A—1,030-1,030-100%$32.7K———
Kerr Financial Planning Corp
N/A—1,000-1,000-100%$31.7K———
Swan Capital LLC
N/A—986-986-100%$31.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—975-975-100%$30.9K———
Cambient Family Office, LLC
N/A—934-934-100%$29.6K———
Kilter Group LLC
N/A—921-921-100%$29.2K———
Mark Sheptoff Financial Planning, LLC
N/A—888-888-100%$28.2K———
Anchor Bay Capital, Inc.
N/A—792-792-100%$27.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—783-783-100%$24.8K———
Palladiem, LLC
N/A—768-768-100%$24.4K———
Burnham & Co LLC
N/A—750-750-100%$23.8K———
Hollencrest Capital Management
N/A—742-742-100%$23.5K———
Imprint Wealth LLC
N/A—737-737-100%$23.4K———
Transamerica Financial Advisors, LLC
N/A—716-716-100%$22.7K———
Quent Capital, LLC
N/A—695-695-100%$22.0K———
Fourth Dimension Wealth, LLC
N/A—687-687-100%$21.8K———
Integrity Financial Corp
N/A—652-652-100%$20.7K———
Windsor Advisory Group, LLC
N/A—652-652-100%$20.7K———
Toronto Dominion Bank
N/A—639-639-100%$20.3K———
Ameritas Investment Partners, Inc.
N/A—558-558-100%$17.7K———
Atlas Capital Advisors Inc.
N/A—514-514-100%$16.3K———
Beaird Harris Wealth Management, LLC
N/A—512-512-100%$16.2K———
Vision Retirement, LLC
N/A—476-476-100%$15.1K———
VSM Wealth Advisory, LLC
N/A—445-445-100%$14.1K———
Greykasell Wealth Strategies, Inc.
N/A—339-339-100%$10.7K———
Westend Capital Management, LLC
N/A—333-333-100%$10.6K———
Cornerstone Financial Management LLC
N/A—330-330-100%$10.5K———
Darwin Wealth Management, LLC
N/A—302-302-100%$9.6K———
JPL Wealth Management, LLC
N/A—291-291-100%$9.2K———
Minot DeBlois Advisors LLC
N/A—250-250-100%$7.9K———
Osbon Capital Management LLC
N/A—213-213-100%$6.8K———
Silicon Valley Capital Partners
N/A—144-144-100%$4.6K———
Delos Wealth Advisors, LLC
N/A—134-134-100%$4.3K———
Colonial Trust Advisors
N/A—131-131-100%$4.2K———
Sittner & Nelson, LLC
N/A—126-126-100%$4.0K———
Investment Counsel Co of Nevada
N/A—73-73-100%$2.3K———
Truvestments Capital LLC
N/A—30-30-100%$951———
New Republic Capital, LLC
N/A—27-27-100%$856———
Raelipskie Partnership
N/A—25-25-100%$793———
Rexford Capital Inc
N/A—10-10-100%$317———
Allied Private Wealth LLC
N/A—6-6-100%$194———
Showing 2260 of 2260 institutions