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Schwab Intl Equity ETF (SCHF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares45,032,473 from 46,025,845
Change-993,372 (-2%)
Value$1.2B (-$37.9M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares10,711,317 from 14,444,093
Change-3,732,776 (-26%)
Value$294.2M (-$105.9M)
Filed 2026-11-05
Orgel Wealth Management, LLC
INCREASED
Shares10,014,163 from 9,692,489
Change+321,674 (+3%)
Value$275.1M (+$6.6M)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares9,526,615 from 9,317,087
Change+209,528 (+2%)
Value$261.7M (+$3.6M)
Filed 2026-10-21
Fund Evaluation Group, LLC
INCREASED
Shares8,282,464 from 4,807,713
Change+3,474,751 (+72%)
Value$227.5M (+$94.3M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares7,731,348 from 7,201,261
Change+530,087 (+7%)
Value$212.4M (+$12.9M)
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares7,631,602 from 7,624,824
Change+6,778 (+0%)
Value$209.6M (-$1.6M)
Filed 2026-11-03
Rebalance, LLC
INCREASED
Shares7,364,262 from 7,208,057
Change+156,205 (+2%)
Value$202.3M (+$2.6M)
Filed 2026-10-22
Steele Capital Management, Inc.
DECREASED
Shares7,053,607 from 7,056,392
Change-2,785 (0%)
Value$193.8M (-$2.0M)
Filed 2026-11-02
Gemmer Asset Management LLC
INCREASED
Shares6,190,997 from 6,157,146
Change+33,851 (+1%)
Value$170.1M (-$486.3K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED
Shares5,686,353 from 5,721,529
Change-35,176 (-1%)
Value$156.2M (-$2.3M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,615,934 from 5,538,941
Change+76,993 (+1%)
Value$152.1M (-$462.2K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,164,189 from 4,325,445
Change-161,256 (-4%)
Value$114.4M (-$5.4M)
Filed 2026-10-20
Charles Schwab Trust Co
INCREASED
Shares3,882,948 from 3,879,207
Change+3,741 (+0%)
Value$106.7M (-$789.5K)
Filed 2026-10-15
Choreo, LLC
DECREASED
Shares3,189,373 from 3,474,533
Change-285,160 (-8%)
Value$87.6M (-$8.6M)
Filed 2026-10-28
Oarsman Capital, Inc.
INCREASED
Shares3,102,879 from 3,037,490
Change+65,389 (+2%)
Value$85.2M (+$1.1M)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares2,804,623 from 3,101,086
Change-296,463 (-10%)
Value$77.0M (-$8.9M)
Filed 2026-11-04
TruNorth Capital Management, LLC
INCREASED
Shares2,529,056 from 2,384,300
Change+144,756 (+6%)
Value$69.5M (+$3.4M)
Filed 2026-10-14
Evergreen Advisors, LLC
DECREASED
Shares2,437,863 from 2,478,368
Change-40,505 (-2%)
Value$67.0M (-$1.7M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares2,248,955 from 1,310,887
Change+938,068 (+72%)
Value$61.8M (+$25.5M)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares2,129,865 from 2,069,731
Change+60,134 (+3%)
Value$58.5M (+$1.2M)
Filed 2026-10-23
Matrix Trust Co
INCREASED
Shares2,027,938 from 2,021,762
Change+6,176 (+0%)
Value$55.7K (-$296)
Filed 2026-10-07
Financial Consulate, Inc
INCREASED
Shares1,933,944 from 1,923,183
Change+10,761 (+1%)
Value$53.1M (-$146.7K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares1,923,420 from 1,435,447
Change+487,973 (+34%)
Value$52.8M (+$13.1M)
Filed 2026-10-23
Procyon Advisors, LLC
INCREASED
Shares1,901,890 from 1,861,283
Change+40,607 (+2%)
Value$52.2M (+$687.4K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares1,882,888 from 1,870,532
Change+12,356 (+1%)
Value$51.7M (-$90.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,862,746 from 1,915,581
Change-52,835 (-3%)
Value$51.2K (-$53.0M)
Filed 2026-11-02
Pacific Sage Partners, LLC
INCREASED
Shares1,778,983 from 1,728,851
Change+50,132 (+3%)
Value$48.9M (+$979.5K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares1,685,866 from 1,711,363
Change-25,497 (-1%)
Value$46.3M (-$1.1M)
Filed 2026-10-16
BlueSky Wealth Advisors, LLC
DECREASED
Shares1,664,488 from 1,668,792
Change-4,304 (0%)
Value$45.7M (-$502.0K)
Filed 2026-10-29
Kavar Capital Partners Group, LLC
INCREASED
Shares1,625,793 from 1,538,803
Change+86,990 (+6%)
Value$44.7M (+$2.0M)
Filed 2026-11-06
Summit Asset Management, LLC
INCREASED
Shares1,611,445 from 1,607,026
Change+4,419 (+0%)
Value$44.3M (-$248.2K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares1,579,098 from 2,196,815
Change-617,717 (-28%)
Value$43.4M (-$14.8M)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,549,476 from 1,627,262
Change-77,786 (-5%)
Value$42.6M (-$2.5M)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares1,548,220 from 1,413,552
Change+134,668 (+10%)
Value$41.9M (+$2.8M)
Filed 2026-10-27
Perigon Wealth Management, LLC
INCREASED
Shares1,530,295 from 1,522,230
Change+8,065 (+1%)
Value$42.0M (-$128.6K)
Filed 2026-10-22
LCW Services, LLC
INCREASED
Shares1,434,854 from 1,333,313
Change+101,541 (+8%)
Value$39.4M (+$2.5M)
Filed 2026-10-21
Persium Advisors, LLC
DECREASED
Shares1,389,247 from 1,390,488
Change-1,241 (0%)
Value$38.2M (-$353.9K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares1,374,714 from 1,452,785
Change-78,071 (-5%)
Value$37.8M (-$2.5M)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
INCREASED
Shares1,348,394 from 1,330,742
Change+17,652 (+1%)
Value$37.0M (+$178.8K)
Filed 2026-10-13
Pinkerton Wealth, LLC
INCREASED
Shares1,336,858 from 1,241,123
Change+95,735 (+8%)
Value$36.7M (+$6.0M)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares1,307,497 from 1,305,738
Change+1,759 (+0%)
Value$35.9M (-$252.0K)
Filed 2026-10-15
True Freedom Investing, LLC
INCREASED
Shares1,265,418 from 1,137,902
Change+127,516 (+11%)
Value$34.8M (+$6.6M)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,264,387 from 1,243,692
Change+20,695 (+2%)
Value$34.7M (+$282.4K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares1,259,943 from 1,264,724
Change-4,781 (0%)
Value$34.6M (-$422.2K)
Filed 2026-10-22
Black Diamond Financial, LLC
INCREASED
Shares1,242,109 from 1,184,331
Change+57,778 (+5%)
Value$34.1M (+$1.3M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares1,228,858 from 1,165,387
Change+63,471 (+5%)
Value$33.8K (-$32.2M)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,228,158 from 1,270,732
Change-42,574 (-3%)
Value$33.7M (-$1.5M)
Filed 2026-10-08
Courage Miller Partners, LLC
DECREASED
Shares1,225,615 from 1,228,357
Change-2,742 (0%)
Value$33.7M (-$357.8K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
INCREASED
Shares1,159,710 from 1,076,142
Change+83,568 (+8%)
Value$31.9M (+$2.0M)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares1,156,505 from 1,107,223
Change+49,282 (+4%)
Value$31.8M (+$1.1M)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares1,145,352 from 1,172,695
Change-27,343 (-2%)
Value$31.1M (-$1.4M)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares1,141,863 from 1,143,257
Change-1,394 (0%)
Value$31.4M (-$301.2K)
Filed 2026-10-15
Boltwood Capital Management
DECREASED
Shares1,124,411 from 1,133,518
Change-9,107 (-1%)
Value$30.9M (-$510.9K)
Filed 2026-10-02
eCIO, Inc.
INCREASED
Shares1,123,968 from 1,092,949
Change+31,019 (+3%)
Value$31.0M (+$746.8K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares1,110,690 from 1,236,006
Change-125,316 (-10%)
Value$30.5M (-$3.7M)
Filed 2026-10-06
Wedmont Private Capital
DECREASED
Shares1,094,441 from 1,096,412
Change-1,971 (0%)
Value$29.6M (-$557.8K)
Filed 2026-10-09
Pittenger & Anderson Inc
DECREASED
Shares1,090,316 from 1,883,683
Change-793,367 (-42%)
Value$30.0M (-$22.2M)
Filed 2026-11-02
Riversedge Advisors, LLC
DECREASED
Shares1,078,985 from 1,090,363
Change-11,378 (-1%)
Value$29.6M (-$563.3K)
Filed 2026-10-09
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,068,346 from 1,054,504
Change+13,842 (+1%)
Value$29.3M (+$137.7K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares1,048,541 from 1,021,329
Change+27,212 (+3%)
Value$28.8M (+$512.6K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares1,047,514 from 985,699
Change+61,815 (+6%)
Value$28.8M (+$1.5M)
Filed 2026-10-05
RED Cedar Investment Management, LLC
UNCHANGED
Shares1,045,964 from 1,045,964
Change0 (0%)
Value$28.7M (-$240.6K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares1,019,915 from 963,932
Change+55,983 (+6%)
Value$28.0M (+$1.3M)
Filed 2026-10-28
Wealth Management Resources, Inc.
INCREASED
Shares1,017,108 from 999,438
Change+17,670 (+2%)
Value$27.9M (+$255.5K)
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares1,003,787 from 976,808
Change+26,979 (+3%)
Value$27.6M (+$516.4K)
Filed 2026-10-23
ZynergyRetirementPlanningLLC
INCREASED
Shares990,229 from 926,996
Change+63,233 (+7%)
Value$27.2M (+$1.5M)
Filed 2026-10-08
ACT Wealth Management, LLC
INCREASED
Shares983,367 from 918,793
Change+64,574 (+7%)
Value$27.0M (+$1.6M)
Filed 2026-10-09
Investment Planning Advisors, Inc.
INCREASED
Shares953,431 from 671,844
Change+281,587 (+42%)
Value$26.2M (+$7.6M)
Filed 2026-10-14
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares942,022 from 947,807
Change-5,785 (-1%)
Value$25.9M (-$376.9K)
Filed 2026-10-13
Financial Management Professionals, Inc.
DECREASED
Shares939,383 from 952,542
Change-13,159 (-1%)
Value$25.8M (-$577.2K)
Filed 2026-10-23
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares935,344 from 923,776
Change+11,568 (+1%)
Value$25.7M (+$105.3K)
Filed 2026-10-16
Noble Family Wealth, LLC
INCREASED
Shares904,054 from 893,584
Change+10,470 (+1%)
Value$24.8M (+$82.1K)
Filed 2026-10-26
Appleton Partners Inc
INCREASED
Shares903,539 from 891,546
Change+11,993 (+1%)
Value$24.8K (-$24.7M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares902,789 from 404,364
Change+498,425 (+123%)
Value$24.8M (+$13.6M)
Filed 2026-10-29
Sylvest Advisors, LLC
INCREASED
Shares882,124 from 874,202
Change+7,922 (+1%)
Value$24.2M (+$16.5K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares880,910 from 860,048
Change+20,862 (+2%)
Value$24.2M (+$375.3K)
Filed 2026-11-02
Boyd Wealth Management, LLC
INCREASED
Shares873,511 from 821,227
Change+52,284 (+6%)
Value$24.0M (+$1.2M)
Filed 2026-10-20
Kings Path Partners LLC
DECREASED
Shares860,402 from 862,345
Change-1,943 (0%)
Value$23.6M (-$251.7K)
Filed 2026-10-21
Curbstone Financial Management Corp
INCREASED
Shares836,061 from 819,861
Change+16,200 (+2%)
Value$23.0M (+$256.4K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares827,689 from 589,261
Change+238,428 (+40%)
Value$22.7M (+$6.4M)
Filed 2026-11-05
Essex LLC
INCREASED
Shares811,230 from 793,598
Change+17,632 (+2%)
Value$22.3M (+$301.8K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares809,570 from 778,325
Change+31,245 (+4%)
Value$22.2M (+$679.3K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares793,200 from 713,975
Change+79,225 (+11%)
Value$21.8M (+$2.0M)
Filed 2026-11-06
Certified Advisory Corp
INCREASED
Shares786,344 from 770,700
Change+15,644 (+2%)
Value$21.6M (+$252.5K)
Filed 2026-10-29
Downshift Financial, LLC
DECREASED
Shares779,305 from 804,823
Change-25,518 (-3%)
Value$21.4M (-$886.1K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares745,067 from 316,823
Change+428,244 (+135%)
Value$20.1M (+$11.5M)
Filed 2026-11-03
Opus Capital Group, LLC
INCREASED
Shares742,531 from 734,893
Change+7,638 (+1%)
Value$20.4K (-$20.3M)
Filed 2026-10-30
Towercrest Capital Management
DECREASED
Shares741,475 from 790,195
Change-48,720 (-6%)
Value$20.4M (-$1.5M)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares741,475 from 790,195
Change-48,720 (-6%)
Value$20.4M (-$1.5M)
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares724,361 from 699,506
Change+24,855 (+4%)
Value$19.9M (+$521.9K)
Filed 2026-10-20
Serenity Investment Advisors
DECREASED
Shares704,927 from 710,111
Change-5,184 (-1%)
Value$19.4M (-$675.0K)
Filed 2026-10-30
WBH Advisory Inc
DECREASED
Shares702,432 from 710,794
Change-8,362 (-1%)
Value$19.3M (-$393.2K)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares701,912 from 673,896
Change+28,016 (+4%)
Value$19.3M (+$614.6K)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares693,766 from 650,399
Change+43,367 (+7%)
Value$19.1M (+$1.0M)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
INCREASED
Shares685,835 from 672,128
Change+13,707 (+2%)
Value$18.8M (+$221.9K)
Filed 2026-10-28
Sentinel Advisory Group, LLC
INCREASED
Shares679,341 from 673,397
Change+5,944 (+1%)
Value$18.7M (+$8.4K)
Filed 2026-10-20
Garde Capital, Inc.
DECREASED
Shares674,175 from 677,996
Change-3,821 (-1%)
Value$18.5M (-$260.9K)
Filed 2026-10-29
Brooklyn FI, LLC
INCREASED
Shares673,311 from 635,710
Change+37,601 (+6%)
Value$18.5M (+$1.1M)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares672,564 from 680,467
Change-7,903 (-1%)
Value$18.5M (-$373.6K)
Filed 2026-11-05
Powers Advisory Group, LLC
INCREASED
Shares667,238 from 613,588
Change+53,650 (+9%)
Value$18.3M (+$1.3M)
Filed 2026-10-14
HBK Sorce Advisory LLC
DECREASED
Shares666,488 from 691,517
Change-25,029 (-4%)
Value$17.6M (-$1.7M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares665,883 from 622,733
Change+43,150 (+7%)
Value$18.3M (+$1.0M)
Filed 2026-11-04
Envision Financial LLC
INCREASED
Shares663,929 from 636,123
Change+27,806 (+4%)
Value$18.2M (+$617.5K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares659,689 from 587,036
Change+72,653 (+12%)
Value$17.7M (+$1.8M)
Filed 2026-10-27
Power Wealth Management LLC
INCREASED
Shares648,871 from 581,868
Change+67,003 (+12%)
Value$17.8M (+$1.7M)
Filed 2026-10-27
Momentous Wealth Management, Inc.
INCREASED
Shares645,157 from 641,177
Change+3,980 (+1%)
Value$17.7M (-$38.2K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares634,347 from 565,124
Change+69,223 (+12%)
Value$17.4M (+$1.8M)
Filed 2026-10-26
Guardian Financial Partners, LLC
DECREASED
Shares620,479 from 631,962
Change-11,483 (-2%)
Value$17.0M (-$460.8K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares619,305 from 739,774
Change-120,469 (-16%)
Value$17.0M (-$3.5M)
Filed 2026-10-15
Hanson & Doremus Investment Management
DECREASED
Shares617,988 from 620,286
Change-2,298 (0%)
Value$17.0K (-$17.2M)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares611,732 from 671,323
Change-59,591 (-9%)
Value$16.8M (-$1.8M)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares602,897 from 592,590
Change+10,307 (+2%)
Value$16.6M (+$146.8K)
Filed 2026-11-05
Friday Financial
INCREASED
Shares596,469 from 342,615
Change+253,854 (+74%)
Value$16.3M (+$6.8M)
Filed 2026-10-09
First Affirmative Financial Network
NEW
Shares595,537
Change+595,537
Value$16.4M
Filed 2026-10-21
TPG Advisors LLC
INCREASED
Shares580,556 from 567,857
Change+12,699 (+2%)
Value$15.9M (+$218.2K)
Filed 2026-10-16
RKL Wealth Management LLC
DECREASED
Shares575,556 from 592,672
Change-17,116 (-3%)
Value$15.8M (-$606.5K)
Filed 2026-10-16
Myecfo, LLC
DECREASED
Shares573,755 from 584,925
Change-11,170 (-2%)
Value$15.8M (-$441.4K)
Filed 2026-10-14
Freestate Advisors LLC
DECREASED
Shares568,369 from 594,373
Change-26,004 (-4%)
Value$15.6M (-$851.0K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED
Shares544,223 from 544,301
Change-78 (0%)
Value$14.9M (-$127.3K)
Filed 2026-10-30
Bell Investment Advisors, Inc
DECREASED
Shares536,740 from 559,144
Change-22,404 (-4%)
Value$14.7M (-$744.0K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares531,498 from 535,959
Change-4,461 (-1%)
Value$14.6M (-$245.8K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares530,537 from 508,004
Change+22,533 (+4%)
Value$14.6M (+$502.1K)
Filed 2026-10-28
Leeward Financial Partners, LLC
DECREASED
Shares528,722 from 532,437
Change-3,715 (-1%)
Value$14.5M (-$224.5K)
Filed 2026-10-23
Denver PWM, LLC
INCREASED
Shares526,359 from 520,247
Change+6,112 (+1%)
Value$14.5M (-$368.0K)
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares516,044 from 80,870
Change+435,174 (+538%)
Value$14.2M (+$11.9M)
Filed 2026-10-23
Creekside Partners
DECREASED
Shares511,379 from 528,203
Change-16,824 (-3%)
Value$14.0M (-$583.7K)
Filed 2026-11-04
Roberts Wealth Advisors, LLC
INCREASED
Shares504,769 from 488,237
Change+16,532 (+3%)
Value$13.9M (+$341.8K)
Filed 2026-10-14
SMI Advisory Services, LLC
INCREASED
Shares504,517 from 501,624
Change+2,893 (+1%)
Value$13.8M (-$222.1K)
Filed 2026-10-13
Signet Investment Advisory Group, Inc.
DECREASED
Shares503,275 from 511,799
Change-8,524 (-2%)
Value$13.8M (-$351.9K)
Filed 2026-10-30
White & Co Financial Planning Inc
DECREASED
Shares502,737 from 513,065
Change-10,328 (-2%)
Value$12.4M (-$1.8M)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares501,170 from 451,926
Change+49,244 (+11%)
Value$13.8M (+$1.3M)
Filed 2026-10-26
Seneca Financial Advisors LLC
INCREASED
Shares500,140 from 492,450
Change+7,690 (+2%)
Value$13.7M (+$98.0K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares499,632 from 481,397
Change+18,235 (+4%)
Value$13.7M (+$390.2K)
Filed 2026-10-22
Arnold Financial Planning LLC
INCREASED
Shares494,712 from 442,962
Change+51,750 (+12%)
Value$13.6M (+$1.3M)
Filed 2026-10-20
Seros Financial, LLC
INCREASED
Shares493,254 from 473,896
Change+19,358 (+4%)
Value$13.5M (+$422.8K)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares492,997 from 456,464
Change+36,533 (+8%)
Value$13.5M (+$976.2K)
Filed 2026-10-07
Capital Advantage, Inc.
INCREASED
Shares488,196 from 475,697
Change+12,499 (+3%)
Value$13.4M (+$233.9K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
DECREASED
Shares481,645 from 488,574
Change-6,929 (-1%)
Value$13.2M (-$302.7K)
Filed 2026-10-15
Livet Wealth, LLC
INCREASED
Shares476,468 from 471,249
Change+5,219 (+1%)
Value$13.1M (+$35.0K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares456,891 from 457,796
Change-905 (0%)
Value$12.6M (-$130.2K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED
Shares454,392 from 456,965
Change-2,573 (-1%)
Value$12.5M (-$175.8K)
Filed 2026-11-05
Jacobsen Capital Management
DECREASED
Shares447,480 from 447,644
Change-164 (0%)
Value$12.3M (-$107.5K)
Filed 2026-10-27
Sightline Wealth Advisors, LLC
DECREASED
Shares445,191 from 554,766
Change-109,575 (-20%)
Value$12.2M (-$3.1M)
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares444,966 from 450,411
Change-5,445 (-1%)
Value$12.2M (-$253.2K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
INCREASED
Shares444,622 from 380,088
Change+64,534 (+17%)
Value$12.2M (+$1.7M)
Filed 2026-11-02
Gleason Group, Inc.
INCREASED
Shares439,037 from 437,763
Change+1,274 (+0%)
Value$12.1M (-$65.7K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares437,474 from 77,676
Change+359,798 (+463%)
Value$12.0M (+$9.9M)
Filed 2026-10-28
Vision Capital Management, Inc.
INCREASED
Shares427,122 from 424,434
Change+2,688 (+1%)
Value$11.7M (-$23.8K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares424,527 from 429,656
Change-5,129 (-1%)
Value$11.7M (-$239.7K)
Filed 2026-10-14
Hill Island Financial LLC
DECREASED
Shares419,248 from 419,909
Change-661 (0%)
Value$11.5M (-$114.7K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares416,663 from 424,587
Change-7,924 (-2%)
Value$11.4M (-$315.3K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares414,802 from 417,415
Change-2,613 (-1%)
Value$11.4M (-$167.8K)
Filed 2026-10-13
Fagan Associates, Inc.
INCREASED
Shares413,026 from 406,127
Change+6,899 (+2%)
Value$11.3M (+$96.1K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares399,968 from 390,816
Change+9,152 (+2%)
Value$11.0M (+$161.5K)
Filed 2026-11-06
Thrive Wealth Management, LLC
INCREASED
Shares393,974 from 384,011
Change+9,963 (+3%)
Value$10.8M (+$185.4K)
Filed 2026-10-13
Sage Financial Management Group, Inc.
UNCHANGED
Shares388,571 from 388,571
Change0 (0%)
Value$10.7M (-$89.4K)
Filed 2026-11-06
Stevens Capital Partners
INCREASED
Shares385,795 from 321,590
Change+64,205 (+20%)
Value$10.6M (+$1.7M)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares380,790 from 149,551
Change+231,239 (+155%)
Value$10.5M (+$6.3M)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares377,847 from 321,941
Change+55,906 (+17%)
Value$10.4M (+$1.5M)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares377,243 from 374,000
Change+3,243 (+1%)
Value$10.4M (+$3.0K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares373,094
Change+373,094
Value$10.2M
Filed 2026-10-13
KOM Wealth Management Group, LLC
INCREASED
Shares371,889 from 275,327
Change+96,562 (+35%)
Value$10.2M (+$2.6M)
Filed 2026-10-15
James J. Burns & Company, LLC
DECREASED
Shares370,699 from 381,900
Change-11,201 (-3%)
Value$10.2M (-$395.5K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares370,394 from 374,153
Change-3,759 (-1%)
Value$10.2M (-$189.3K)
Filed 2026-11-03
Davis Capital Management
INCREASED
Shares367,175 from 351,589
Change+15,586 (+4%)
Value$10.1M (+$347.3K)
Filed 2026-10-08
Blue Square Asset Management, LLC
INCREASED
Shares362,792 from 347,499
Change+15,293 (+4%)
Value$10.0M (+$340.2K)
Filed 2026-11-02
Plus Group Wealth Advisors LLC
INCREASED
Shares360,501 from 303,719
Change+56,782 (+19%)
Value$9.9M (+$1.5M)
Filed 2026-10-19
Lodestar Private Asset Management LLC
INCREASED
Shares360,116 from 355,213
Change+4,903 (+1%)
Value$9.9M (+$53.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
INCREASED
Shares358,399 from 335,652
Change+22,747 (+7%)
Value$9.8M (+$547.7K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares357,323 from 338,286
Change+19,037 (+6%)
Value$9.9M (+$527.3K)
Filed 2026-11-06
Firestone Capital Management
DECREASED
Shares357,095 from 359,623
Change-2,528 (-1%)
Value$9.8M (-$152.2K)
Filed 2026-11-03
Barden Capital Management, Inc.
INCREASED
Shares356,123 from 355,117
Change+1,006 (+0%)
Value$9.8M (-$54.0K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares354,962 from 350,303
Change+4,659 (+1%)
Value$9.8M (+$47.4K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED
Shares343,189 from 350,492
Change-7,303 (-2%)
Value$9.4M (-$281.2K)
Filed 2026-10-21
Trinity Financial Advisors LLC
DECREASED
Shares341,501 from 342,871
Change-1,370 (0%)
Value$9.4M (-$116.5K)
Filed 2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares341,220 from 245,930
Change+95,290 (+39%)
Value$9.4M (+$2.6M)
Filed 2026-10-19
CRA Financial Services, LLC
DECREASED
Shares341,198 from 351,009
Change-9,811 (-3%)
Value$9.4M (-$350.2K)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares339,433 from 354,727
Change-15,294 (-4%)
Value$9.3M (-$501.7K)
Filed 2026-10-06
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares338,476 from 343,996
Change-5,520 (-2%)
Value$9.3M (-$230.8K)
Filed 2026-11-06
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares335,661 from 332,069
Change+3,592 (+1%)
Value$9.2M (+$22.3K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares334,598 from 311,143
Change+23,455 (+8%)
Value$9.2M (+$1.5M)
Filed 2026-10-13
Winthrop Capital Management, LLC
INCREASED
Shares334,049 from 331,932
Change+2,117 (+1%)
Value$9.2M (-$18.7K)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares328,383 from 247,633
Change+80,750 (+33%)
Value$9.0M (+$2.2M)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares324,370 from 335,757
Change-11,387 (-3%)
Value$8.9M (-$390.0K)
Filed 2026-11-03
Kathmere Capital Management, LLC
DECREASED
Shares323,820 from 330,602
Change-6,782 (-2%)
Value$8.9M (-$262.3K)
Filed 2026-10-20
CFG Wealth Management Services, Inc.
DECREASED
Shares319,722 from 369,134
Change-49,412 (-13%)
Value$8.7M (-$339.9K)
Filed 2026-10-21
Stonekeep Investments, LLC
INCREASED
Shares316,840 from 309,654
Change+7,186 (+2%)
Value$8.7M (+$8.7M)
Filed 2026-10-15
Leverty Financial Group, LLC
INCREASED
Shares314,835 from 304,582
Change+10,253 (+3%)
Value$8.6M (+$211.6K)
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares313,233 from 307,493
Change+5,740 (+2%)
Value$8.6M (+$86.9K)
Filed 2026-11-06
Genesis Private Wealth, LLC
INCREASED
Shares311,719 from 308,046
Change+3,673 (+1%)
Value$8.6M (+$30.0K)
Filed 2026-11-02
Cooke Wealth Management, LLC
INCREASED
Shares308,814 from 307,641
Change+1,173 (+0%)
Value$8.5M (-$38.5K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares302,592 from 287,964
Change+14,628 (+5%)
Value$8.3M (+$335.6K)
Filed 2026-10-27
Weinberger Asset Management, Inc
DECREASED
Shares302,472 from 308,272
Change-5,800 (-2%)
Value$8.3M (-$147.0K)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares302,256 from 364,051
Change-61,795 (-17%)
Value$8.3M (-$1.8M)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares302,202 from 349,524
Change-47,322 (-14%)
Value$8.3M (-$1.4M)
Filed 2026-10-21
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares301,231 from 310,280
Change-9,049 (-3%)
Value$8.3M (-$319.9K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares300,234 from 332,125
Change-31,891 (-10%)
Value$8.2M (-$952.4K)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares300,202 from 270,873
Change+29,329 (+11%)
Value$8.2M (+$743.4K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares298,890 from 266,485
Change+32,405 (+12%)
Value$8.2M (+$828.9K)
Filed 2026-10-29
Valmark Advisers, Inc.
INCREASED
Shares298,778 from 233,987
Change+64,791 (+28%)
Value$8.2M (+$1.7M)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares297,973 from 309,521
Change-11,548 (-4%)
Value$8.2M (-$388.4K)
Filed 2026-10-14
BCK Partners, Inc.
DECREASED
Shares295,579 from 297,134
Change-1,555 (-1%)
Value$8.1M (-$111.1K)
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares290,142 from 275,738
Change+14,404 (+5%)
Value$8.0M (+$332.3K)
Filed 2026-11-05
Grant Street Asset Management, Inc.
INCREASED
Shares289,891 from 289,877
Change+14 (0%)
Value$8.0M (-$66.3K)
Filed 2026-10-26
Hengehold Capital Management LLC
INCREASED
Shares288,718 from 283,187
Change+5,531 (+2%)
Value$7.9M (+$86.8K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares284,002 from 312,672
Change-28,670 (-9%)
Value$7.8M (-$859.5K)
Filed 2026-10-19
Blueprint Investment Partners LLC
INCREASED
Shares282,678 from 276,996
Change+5,682 (+2%)
Value$7.8M (+$92.4K)
Filed 2026-10-28
Liberty Capital Management, Inc.
INCREASED
Shares280,783 from 272,856
Change+7,927 (+3%)
Value$7.7M (+$155.0K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares277,550 from 184,080
Change+93,470 (+51%)
Value$7.6M (+$2.5M)
Filed 2026-10-23
Tradewinds Capital Management, LLC
INCREASED
Shares275,419 from 247,653
Change+27,766 (+11%)
Value$7.6M (+$705.8K)
Filed 2026-10-23
Blueprint Financial Advisors LLC
INCREASED
Shares273,663 from 263,848
Change+9,815 (+4%)
Value$7.5M (+$208.9K)
Filed 2026-10-28
Prota Financial, LLC
INCREASED
Shares273,223 from 262,734
Change+10,489 (+4%)
Value$7.4M (+$272.7K)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares272,949 from 278,676
Change-5,727 (-2%)
Value$7.5M (-$221.4K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED
Shares269,868 from 284,993
Change-15,125 (-5%)
Value$7.4M (-$481.1K)
Filed 2026-10-29
Milestone Investment Advisors LLC
INCREASED
Shares267,400 from 262,788
Change+4,612 (+2%)
Value$7.3M (+$66.3K)
Filed 2026-11-05
Warner Financial, Inc
INCREASED
Shares265,636 from 263,304
Change+2,332 (+1%)
Value$7.3M (+$3.5K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares264,084 from 180,044
Change+84,040 (+47%)
Value$7.3M (+$2.3M)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED
Shares260,496 from 266,455
Change-5,959 (-2%)
Value$7.2M (-$225.0K)
Filed 2026-10-16
Peak Wealth Management LLC
DECREASED
Shares259,429 from 314,392
Change-54,963 (-17%)
Value$7.0M (-$1.7M)
Filed 2026-10-26
Armbruster Capital Management, Inc.
DECREASED
Shares256,831 from 258,406
Change-1,575 (-1%)
Value$7.1M (-$102.7K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares255,768 from 332,157
Change-76,389 (-23%)
Value$7.0K (-$9.2M)
Filed 2026-11-05
L.K. Benson & Company, P.C.
DECREASED
Shares254,963 from 262,265
Change-7,302 (-3%)
Value$7.0M (-$260.9K)
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
DECREASED
Shares254,072 from 254,831
Change-759 (0%)
Value$7.0M (-$79.5K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
DECREASED
Shares242,703 from 243,114
Change-411 (0%)
Value$6.7M (-$67.2K)
Filed 2026-10-23
Nearside Advisors, LLC
NEW
Shares238,444
Change+238,444
Value$6.6M
Filed 2026-10-20
Chilton Capital Management LLC
DECREASED
Shares237,718 from 422,073
Change-184,355 (-44%)
Value$6.5M (-$5.2M)
Filed 2026-10-28
Heirloom Wealth Management
UNCHANGED
Shares236,889 from 236,889
Change0 (0%)
Value$6.5M (-$54.5K)
Filed 2026-10-14
Robbins Farley
DECREASED
Shares234,556 from 235,647
Change-1,091 (0%)
Value$6.4M (-$84.2K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares231,200 from 226,866
Change+4,334 (+2%)
Value$6.4M (+$66.9K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares231,125 from 159,811
Change+71,314 (+45%)
Value$6.3M (+$1.9M)
Filed 2026-10-30
Acropolis Investment Management, LLC
DECREASED
Shares229,367 from 230,172
Change-805 (0%)
Value$6.3M (-$75.1K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares224,238 from 214,237
Change+10,001 (+5%)
Value$6.2M (+$225.5K)
Filed 2026-10-16
Armor Investment Advisors, LLC
DECREASED
Shares222,628 from 225,742
Change-3,114 (-1%)
Value$6.1M (-$137.5K)
Filed 2026-10-27
Seek First Inc.
DECREASED
Shares221,504 from 230,631
Change-9,127 (-4%)
Value$6.1M (-$303.8K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED
Shares217,256 from 317,960
Change-100,704 (-32%)
Value$6.0M (-$2.8M)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares217,227 from 208,101
Change+9,126 (+4%)
Value$6.0M (+$202.8K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares216,180 from 149,697
Change+66,483 (+44%)
Value$5.9M (+$1.8M)
Filed 2026-10-22
Phillip James Consulting Co.
NEW
Shares215,111
Change+215,111
Value$5.9M
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares213,731 from 213,071
Change+660 (+0%)
Value$5.8M (-$5.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares213,731 from 213,071
Change+660 (+0%)
Value$5.8M (-$5.6K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares213,026 from 276,924
Change-63,898 (-23%)
Value$5.9M (-$1.8M)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED
Shares212,034 from 206,784
Change+5,250 (+3%)
Value$5.7M (+$33.8K)
Filed 2026-10-28
WT Wealth Management
DECREASED
Shares210,459 from 211,668
Change-1,209 (-1%)
Value$5.8M (-$81.9K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares209,409 from 198,156
Change+11,253 (+6%)
Value$5.8M (+$263.5K)
Filed 2026-10-07
Five Oceans Advisors
DECREASED
Shares207,529 from 207,638
Change-109 (0%)
Value$5.7M (-$50.8K)
Filed 2026-10-22
Foster Group, Inc.
INCREASED
Shares204,944 from 196,118
Change+8,826 (+5%)
Value$5.6M (+$197.3K)
Filed 2026-10-13
Cambridge Capital Management, LLC
DECREASED
Shares204,795 from 205,554
Change-759 (0%)
Value$5.6M (-$68.1K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares204,281 from 204,631
Change-350 (0%)
Value$5.6M (-$56.7K)
Filed 2026-10-20
Shuttleworth & Co
DECREASED
Shares203,578 from 203,932
Change-354 (0%)
Value$5.6M (-$56.6K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
INCREASED
Shares203,210 from 201,709
Change+1,501 (+1%)
Value$5.6M (-$5.2K)
Filed 2026-10-14
Womack Financial LLC
INCREASED
Shares203,139 from 196,055
Change+7,084 (+4%)
Value$5.6M (+$149.5K)
Filed 2026-10-14
Apex Wealth Management, LLC
INCREASED
Shares202,381 from 135,278
Change+67,103 (+50%)
Value$5.6M (+$1.8M)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares201,839 from 204,155
Change-2,316 (-1%)
Value$5.5M (-$101.5K)
Filed 2026-10-08
Curtis Advisory Group, LLC
INCREASED
Shares198,577 from 193,154
Change+5,423 (+3%)
Value$5.5M (+$104.5K)
Filed 2026-10-28
Enclave Advisors LLC
INCREASED
Shares197,724 from 177,581
Change+20,143 (+11%)
Value$5.4M (+$512.5K)
Filed 2026-10-14
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares197,084 from 205,158
Change-8,074 (-4%)
Value$5.4M (-$269.0K)
Filed 2026-10-14
Moneywise, Inc.
DECREASED
Shares196,079 from 224,324
Change-28,245 (-13%)
Value$5.4M (-$827.5K)
Filed 2026-10-30
Private Advisory Group LLC
DECREASED
Shares191,903 from 192,884
Change-981 (-1%)
Value$5.3M (-$71.3K)
Filed 2026-11-06
Bishop & Co Investment Management, LLC
DECREASED
Shares189,421 from 191,329
Change-1,908 (-1%)
Value$5.2M (-$96.4K)
Filed 2026-11-05
Clearwater Capital Advisors, LLC
INCREASED
Shares189,373 from 180,231
Change+9,142 (+5%)
Value$5.2M (+$209.7K)
Filed 2026-11-06
SWS Partners
DECREASED
Shares189,216 from 195,610
Change-6,394 (-3%)
Value$5.2M (-$220.6K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares187,247 from 201,564
Change-14,317 (-7%)
Value$5.1M (-$439.6K)
Filed 2026-10-21
Uptown Financial Advisors LLC
INCREASED
Shares184,188 from 181,155
Change+3,033 (+2%)
Value$5.1M (+$41.6K)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares183,184 from 188,987
Change-5,803 (-3%)
Value$5.0M (-$202.9K)
Filed 2026-10-28
Valpey Financial Services, LLC
DECREASED
Shares183,129 from 190,038
Change-6,909 (-4%)
Value$5.0M (-$233.5K)
Filed 2026-10-30
RHS Financial, LLC
DECREASED
Shares183,065 from 190,357
Change-7,292 (-4%)
Value$5.0M (-$244.1K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares182,983 from 175,225
Change+7,758 (+4%)
Value$5.0M (+$172.8K)
Filed 2026-10-23
Upper Left Wealth Management, LLC
DECREASED
Shares182,091 from 225,409
Change-43,318 (-19%)
Value$5.0M (-$1.2M)
Filed 2026-10-14
Cap Partners, LLC
DECREASED
Shares180,302 from 182,898
Change-2,596 (-1%)
Value$5.0M (-$113.4K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares180,052 from 178,841
Change+1,211 (+1%)
Value$4.8M (-$112.3K)
Filed 2026-10-15
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares177,901 from 190,825
Change-12,924 (-7%)
Value$4.9M (-$398.9K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
INCREASED
Shares177,432 from 32,942
Change+144,490 (+439%)
Value$4.8M (+$3.9M)
Filed 2026-10-19
Family Legacy Financial Solutions, LLC
INCREASED
Shares176,874 from 172,961
Change+3,913 (+2%)
Value$4.9M (+$67.7K)
Filed 2026-10-07
Brighton Jones LLC
INCREASED
Shares176,449 from 171,933
Change+4,516 (+3%)
Value$4.8M (+$84.5K)
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares176,143 from 157,892
Change+18,251 (+12%)
Value$4.8M (+$465.0K)
Filed 2026-10-16
Beacon Wealthcare LLC
INCREASED
Shares175,154 from 171,168
Change+3,986 (+2%)
Value$4.8M (+$70.1K)
Filed 2026-10-02
Carnegie Investment Counsel
DECREASED
Shares172,018 from 175,241
Change-3,223 (-2%)
Value$4.7M (-$128.9K)
Filed 2026-10-20
Avalon Advisory Group
DECREASED
Shares170,481 from 177,423
Change-6,942 (-4%)
Value$4.7M (-$231.5K)
Filed 2026-10-20
Valicenti Advisory Services Inc
INCREASED
Shares167,935 from 167,624
Change+311 (+0%)
Value$4.6K (-$30)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares167,596 from 15,779
Change+151,817 (+962%)
Value$4.6M (+$4.2M)
Filed 2026-10-15
Tenret Co LLC
NEW
Shares166,571
Change+166,571
Value$4.6M
Filed 2026-11-02
Cobblestone Asset Management LLC
DECREASED
Shares164,752 from 218,373
Change-53,621 (-25%)
Value$4.5M (-$1.5M)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares164,609 from 164,920
Change-311 (0%)
Value$4.5M (-$46.5K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares164,112 from 163,381
Change+731 (+0%)
Value$4.5M (-$17.5K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares163,574 from 155,986
Change+7,588 (+5%)
Value$4.5M (+$172.6K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED
Shares163,044 from 164,804
Change-1,760 (-1%)
Value$4.5M (-$86.3K)
Filed 2026-10-23
Attessa Capital LLC
DECREASED
Shares162,999 from 165,835
Change-2,836 (-2%)
Value$4.5M (-$116.0K)
Filed 2026-10-09
Peak Financial Management, Inc.
DECREASED
Shares162,900 from 163,833
Change-933 (-1%)
Value$4.5M (-$63.3K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
NEW
Shares162,779
Change+162,779
Value$4.5M
Filed 2026-10-26
Mascagni Wealth Management, Inc.
INCREASED
Shares160,937 from 156,841
Change+4,096 (+3%)
Value$4.4M (+$76.5K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
DECREASED
Shares160,434 from 160,504
Change-70 (0%)
Value$4.4M (-$38.8K)
Filed 2026-10-29
North Forty Two & Co.
DECREASED
Shares160,172 from 160,914
Change-742 (0%)
Value$4.4M (-$57.4K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares159,857 from 147,356
Change+12,501 (+8%)
Value$4.4M (+$309.5K)
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
DECREASED
Shares157,871 from 157,874
Change-3 (0%)
Value$4.3M (-$36.4K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares157,318 from 156,102
Change+1,216 (+1%)
Value$4.3M (-$2.5K)
Filed 2026-10-13
Blossom Wealth Management
INCREASED
Shares154,266 from 154,092
Change+174 (+0%)
Value$4.2M (-$30.7K)
Filed 2026-11-03
Condor Capital Management
INCREASED
Shares154,060 from 152,915
Change+1,145 (+1%)
Value$4.2M (-$3.7K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares149,244 from 230,737
Change-81,493 (-35%)
Value$4.1M (-$2.3M)
Filed 2026-11-06
Dorato Capital Management
INCREASED
Shares149,142 from 126,300
Change+22,842 (+18%)
Value$4.1M (+$586.0K)
Filed 2026-10-08
Quadrant Capital Group LLC
DECREASED
Shares148,838 from 150,602
Change-1,764 (-1%)
Value$4.0M (-$132.2K)
Filed 2026-10-20
Salem Investment Counselors Inc
INCREASED
Shares148,492 from 146,371
Change+2,121 (+1%)
Value$4.1M (+$24.6K)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares147,965 from 148,044
Change-79 (0%)
Value$4.1M (-$36.2K)
Filed 2026-10-27
Signaturefd, LLC
DECREASED
Shares145,278 from 147,057
Change-1,779 (-1%)
Value$4.0M (-$82.7K)
Filed 2026-10-23
Madden Securities Corp
DECREASED
Shares143,239 from 145,979
Change-2,740 (-2%)
Value$3.9M (-$108.8K)
Filed 2026-10-27
XY Planning Network, Inc.
INCREASED
Shares143,164 from 119,333
Change+23,831 (+20%)
Value$3.9M (+$627.2K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
DECREASED
Shares142,847 from 169,859
Change-27,012 (-16%)
Value$3.9M (-$781.1K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares140,976 from 138,244
Change+2,732 (+2%)
Value$3.9M (+$43.2K)
Filed 2026-11-04
Tortoise Investment Management, LLC
DECREASED
Shares138,618 from 139,138
Change-520 (0%)
Value$3.8M (-$46.3K)
Filed 2026-11-06
Long Island Wealth Management, Inc.
INCREASED
Shares138,567 from 119,357
Change+19,210 (+16%)
Value$3.8M (+$500.2K)
Filed 2026-10-20
Nestegg Advisors, Inc.
INCREASED
Shares135,866 from 124,931
Change+10,935 (+9%)
Value$3.7M (+$271.6K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares134,082 from 130,513
Change+3,569 (+3%)
Value$3.7M (+$68.0K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares132,172 from 141,060
Change-8,888 (-6%)
Value$3.6M (-$276.6K)
Filed 2026-10-29
Lyell Wealth Management, LP
DECREASED
Shares131,888 from 135,998
Change-4,110 (-3%)
Value$3.6M (-$144.2K)
Filed 2026-10-30
Ballast Financial Advisors LLC
DECREASED
Shares131,485 from 138,002
Change-6,517 (-5%)
Value$3.6M (-$210.8K)
Filed 2026-10-26
Fairway Financial, LLC
DECREASED
Shares131,148 from 439,581
Change-308,433 (-70%)
Value$3.6M (-$8.6M)
Filed 2026-10-20
Evensky & Katz LLC
DECREASED
Shares130,140 from 130,254
Change-114 (0%)
Value$3.6K (-$3.6M)
Filed 2026-10-27
Pioneer Wealth Management Group
DECREASED
Shares126,159 from 138,350
Change-12,191 (-9%)
Value$3.5M (-$366.7K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares125,284 from 160,545
Change-35,261 (-22%)
Value$3.4M (-$1.0M)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
INCREASED
Shares124,571 from 116,764
Change+7,807 (+7%)
Value$3.4M (+$187.6K)
Filed 2026-10-26
D.B. Root & Company, LLC
DECREASED
Shares124,255 from 129,673
Change-5,418 (-4%)
Value$3.4M (-$178.7K)
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares122,913 from 141,674
Change-18,761 (-13%)
Value$3.4M (-$548.0K)
Filed 2026-11-03
Chapman Financial Group, LLC
DECREASED
Shares122,839 from 123,559
Change-720 (-1%)
Value$3.4M (-$48.2K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares122,738 from 123,754
Change-1,016 (-1%)
Value$3.4M (-$56.4K)
Filed 2026-10-20
Verdence Capital Advisors LLC
NEW
Shares122,137
Change+122,137
Value$3.4M
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares120,931 from 120,931
Change0 (0%)
Value$3.3M ($0)
Filed 2026-10-06
Frank, Rimerman Advisors LLC
UNCHANGED
Shares120,825 from 120,825
Change0 (0%)
Value$3.3M (-$27.8K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares120,265 from 102,191
Change+18,074 (+18%)
Value$3.3M (+$473.0K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares119,301 from 119,578
Change-277 (0%)
Value$3.3M (-$35.1K)
Filed 2026-10-27
Stewardship Advisors, LLC
INCREASED
Shares119,291 from 110,230
Change+9,061 (+8%)
Value$3.3M (+$223.6K)
Filed 2026-10-20
Unify Financial Advisors
DECREASED
Shares119,223 from 123,186
Change-3,963 (-3%)
Value$3.3M (-$137.2K)
Filed 2026-11-03
Wrenne Financial Planning LLC
INCREASED
Shares119,209 from 117,643
Change+1,566 (+1%)
Value$3.3M (+$16.0K)
Filed 2026-10-30
Arcadia Wealth Management, LLC
NEW
Shares118,925
Change+118,925
Value$3.3M
Filed 2026-10-22
Keeler Thomas Management LLC
DECREASED
Shares118,759 from 124,744
Change-5,985 (-5%)
Value$3.3M (-$193.1K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares118,366 from 107,138
Change+11,228 (+10%)
Value$3.3M (+$283.8K)
Filed 2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares117,760 from 121,475
Change-3,715 (-3%)
Value$3.2M (-$130.0K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares117,140 from 115,421
Change+1,719 (+1%)
Value$3.2M (+$20.7K)
Filed 2026-10-23
MBE Wealth Management, LLC
INCREASED
Shares117,127 from 115,783
Change+1,344 (+1%)
Value$3.2M (+$10.3K)
Filed 2026-10-26
Arcataur Capital Management LLC
DECREASED
Shares115,825 from 117,022
Change-1,197 (-1%)
Value$3.2M (-$59.8K)
Filed 2026-10-21
Motive Wealth Advisors
UNCHANGED
Shares115,671 from 115,671
Change0 (0%)
Value$3.2M (-$26.6K)
Filed 2026-10-26
ProVise Management Group, LLC
DECREASED
Shares113,874 from 118,659
Change-4,785 (-4%)
Value$3.1M (-$158.7K)
Filed 2026-11-06
Whitcomb & Hess, Inc.
DECREASED
Shares112,912 from 113,339
Change-427 (0%)
Value$3.1M (-$37.8K)
Filed 2026-10-07
Revisor Wealth Management LLC
DECREASED
Shares112,532 from 115,942
Change-3,410 (-3%)
Value$3.1M (-$153.5K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares110,458 from 111,592
Change-1,134 (-1%)
Value$3.0M (-$56.8K)
Filed 2026-10-15
Marquette Asset Management, LLC
DECREASED
Shares108,931 from 109,144
Change-213 (0%)
Value$3.0M (-$31.0K)
Filed 2026-10-09
MCF Advisors LLC
DECREASED
Shares108,284 from 113,774
Change-5,490 (-5%)
Value$3.0M (-$177.0K)
Filed 2026-10-28
Diversified Portfolios, Inc.
INCREASED
Shares107,856 from 105,232
Change+2,624 (+2%)
Value$3.0M (+$47.9K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
DECREASED
Shares106,883 from 111,277
Change-4,394 (-4%)
Value$2.9M (-$146.3K)
Filed 2026-10-14
NBT Bank, N.A.
INCREASED
Shares106,640 from 101,350
Change+5,290 (+5%)
Value$2.9M (+$122.0K)
Filed 2026-10-21
St. Louis Trust Co
UNCHANGED
Shares104,941 from 104,941
Change0 (0%)
Value$2.9M (+$2.3M)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares104,096 from 102,408
Change+1,688 (+2%)
Value$2.9M (+$22.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares103,950 from 94,464
Change+9,486 (+10%)
Value$2.9M (+$238.9K)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares103,584 from 74,165
Change+29,419 (+40%)
Value$2.8M (+$791.1K)
Filed 2026-10-21
Diversified Trust Co
DECREASED
Shares101,495 from 104,684
Change-3,189 (-3%)
Value$2.8M (-$111.7K)
Filed 2026-11-06
Eagle Harbor Asset Management Inc
NEW
Shares101,079
Change+101,079
Value$2.8M
Filed 2026-10-21
Leisure Capital Management
DECREASED
Shares101,027 from 106,470
Change-5,443 (-5%)
Value$2.8M (-$174.0K)
Filed 2026-11-03
King Luther Capital Management Corp
DECREASED
Shares100,784 from 100,836
Change-52 (0%)
Value$2.8M (-$24.6K)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED
Shares100,058 from 99,015
Change+1,043 (+1%)
Value$2.7M (+$5.9K)
Filed 2026-10-13
Global Financial Private Client, LLC
DECREASED
Shares99,643 from 104,678
Change-5,035 (-5%)
Value$2.7M (-$162.4K)
Filed 2026-10-15
Intelligence Driven Advisers, LLC
DECREASED
Shares99,318 from 99,326
Change-8 (0%)
Value$2.7M (-$23.1K)
Filed 2026-10-09
Cdkv Holdings LLC
INCREASED
Shares99,062 from 98,004
Change+1,058 (+1%)
Value$2.7M (+$6.5K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED
Shares98,414 from 98,414
Change0 (0%)
Value$2.7M (-$22.6K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
DECREASED
Shares98,373 from 101,159
Change-2,786 (-3%)
Value$2.7M (-$99.8K)
Filed 2026-11-02
West Paces Advisors Inc.
INCREASED
Shares98,127 from 92,045
Change+6,082 (+7%)
Value$2.7M (+$145.9K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
INCREASED
Shares97,385 from 97,355
Change+30 (+0%)
Value$2.7M (-$21.6K)
Filed 2026-10-14
Omega Financial Group, LLC
DECREASED
Shares96,046 from 103,161
Change-7,115 (-7%)
Value$2.6M (-$219.2K)
Filed 2026-10-29
Kearns & Associates LLC
INCREASED
Shares95,770 from 93,781
Change+1,989 (+2%)
Value$2.6M (+$33.1K)
Filed 2026-10-09
Tactive Advisors, LLC
INCREASED
Shares95,055 from 92,026
Change+3,029 (+3%)
Value$2.6M (+$62.0K)
Filed 2026-10-08
Cambridge Advisors Inc.
DECREASED
Shares93,202 from 93,667
Change-465 (0%)
Value$2.6M (-$34.3K)
Filed 2026-10-19
Arcadia Investment Advisors LLC
DECREASED
Shares91,947 from 92,332
Change-385 (0%)
Value$2.5M (-$31.8K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED
Shares91,876 from 100,594
Change-8,718 (-9%)
Value$2.5M (-$262.6K)
Filed 2026-10-16
Compass Financial Group, Inc
INCREASED
Shares91,832 from 58,979
Change+32,853 (+56%)
Value$2.5M (+$888.9K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares91,525 from 46,274
Change+45,251 (+98%)
Value$2.5M (+$1.2M)
Filed 2026-11-05
FF Advisors,LLC
INCREASED
Shares91,432 from 77,040
Change+14,392 (+19%)
Value$2.5M (+$377.6K)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares91,345 from 90,705
Change+640 (+1%)
Value$2.5M (-$3.3K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares91,041 from 75,643
Change+15,398 (+20%)
Value$2.5M (+$403.1K)
Filed 2026-10-08
Reston Wealth Management LLC
DECREASED
Shares90,642 from 96,670
Change-6,028 (-6%)
Value$2.5M (-$187.8K)
Filed 2026-10-29
Embree Financial Group
DECREASED
Shares90,462 from 91,594
Change-1,132 (-1%)
Value$2.5M (-$52.2K)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares88,162 from 93,763
Change-5,601 (-6%)
Value$2.4M (-$175.4K)
Filed 2026-11-03
Pflug Koory, LLC
INCREASED
Shares88,110 from 83,227
Change+4,883 (+6%)
Value$2.4M (+$115.0K)
Filed 2026-10-26
True North Advisors, LLC
INCREASED
Shares88,051 from 88,038
Change+13 (+0%)
Value$2.4M (-$19.9K)
Filed 2026-10-22
G&S Capital LLC
DECREASED
Shares87,767 from 103,144
Change-15,377 (-15%)
Value$2.4M (-$446.1K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
DECREASED
Shares87,463 from 87,596
Change-133 (0%)
Value$2.4M (-$56.2K)
Filed 2026-10-13
Elser Financial Planning, Inc
DECREASED
Shares87,252 from 89,813
Change-2,561 (-3%)
Value$2.4M (-$91.0K)
Filed 2026-10-16
Howard Financial Services, Ltd.
DECREASED
Shares87,207 from 88,282
Change-1,075 (-1%)
Value$2.4M (-$49.8K)
Filed 2026-10-15
Amicus Financial Advisors, LLC
DECREASED
Shares86,681 from 88,228
Change-1,547 (-2%)
Value$2.4M (-$62.8K)
Filed 2026-11-03
Clear Retirement Advice LLC
DECREASED
Shares86,278 from 87,339
Change-1,061 (-1%)
Value$2.4M (-$49.2K)
Filed 2026-10-22
AWM Capital, LLC
DECREASED
Shares85,931 from 86,016
Change-85 (0%)
Value$2.4M (-$22.1K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares85,299 from 88,920
Change-3,621 (-4%)
Value$2.3M (-$133.0K)
Filed 2026-10-23
Angeles Wealth Management, LLC
INCREASED
Shares84,160 from 84,154
Change+6 (+0%)
Value$2.3M (-$19.2K)
Filed 2026-10-26
James Investment Research, Inc.
INCREASED
Shares84,090 from 82,178
Change+1,912 (+2%)
Value$2.3M (+$33.6K)
Filed 2026-10-22
Warwick Investment Management, Inc.
DECREASED
Shares82,772 from 82,826
Change-54 (0%)
Value$2.3M (-$20.5K)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares81,175 from 71,699
Change+9,476 (+13%)
Value$2.2M (+$243.8K)
Filed 2026-11-05
Cathy Pareto & Associates, Inc
INCREASED
Shares81,077 from 64,570
Change+16,507 (+26%)
Value$2.2M (+$438.6K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares80,032 from 30,187
Change+49,845 (+165%)
Value$2.2M (+$1.4M)
Filed 2026-11-02
OAK Family Advisors, LLC
INCREASED
Shares78,090 from 77,739
Change+351 (+0%)
Value$2.1M (-$8.2K)
Filed 2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares77,489 from 77,398
Change+91 (+0%)
Value$2.1M (-$15.3K)
Filed 2026-10-29
Clark Asset Management, LLC
INCREASED
Shares77,392 from 69,339
Change+8,053 (+12%)
Value$2.1M (+$205.3K)
Filed 2026-10-19
Victory Financial Group, LLC
DECREASED
Shares77,162 from 91,617
Change-14,455 (-16%)
Value$2.1M (-$418.2K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares76,670 from 50,930
Change+25,740 (+51%)
Value$2.1M (+$695.4K)
Filed 2026-10-26
Trek Financial, LLC
INCREASED
Shares76,287 from 61,214
Change+15,073 (+25%)
Value$2.1M (+$400.0K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares75,122 from 67,896
Change+7,226 (+11%)
Value$2.1M (+$182.9K)
Filed 2026-11-05
Ironwood Wealth Management, Llc.
UNCHANGED
Shares74,614 from 74,614
Change0 (0%)
Value$2.0M (-$17.2K)
Filed 2026-10-28
Fifth Third Securities, Inc.
DECREASED
Shares74,577 from 81,142
Change-6,565 (-8%)
Value$2.0M (-$199.0K)
Filed 2026-10-21
AMI Investment Management Inc
DECREASED
Shares74,298 from 74,452
Change-154 (0%)
Value$2.0M (-$21.4K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares74,094 from 74,094
Change0 (0%)
Value$2.0K (-$17)
Filed 2026-10-27
Carrera Capital Advisors
INCREASED
Shares73,970 from 73,759
Change+211 (+0%)
Value$2.0M (-$11.2K)
Filed 2026-11-03
Aspen Investment Management Inc
DECREASED
Shares73,407 from 73,677
Change-270 (0%)
Value$2.0K (-$25)
Filed 2026-11-05
May Hill Capital, LLC
DECREASED
Shares72,914 from 73,390
Change-476 (-1%)
Value$2.0M (-$30.0K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares72,615 from 72,677
Change-62 (0%)
Value$2.0M (-$18.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares71,652 from 60,226
Change+11,426 (+19%)
Value$2.0M (+$300.0K)
Filed 2026-10-21
Brickley Wealth Management
INCREASED
Shares70,764 from 70,388
Change+376 (+1%)
Value$1.9M (-$5.9K)
Filed 2026-11-04
Lee Financial Co
DECREASED
Shares70,529 from 70,759
Change-230 (0%)
Value$1.9M (-$22.6K)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares70,041 from 58,493
Change+11,548 (+20%)
Value$1.9M (+$303.8K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares69,493 from 64,306
Change+5,187 (+8%)
Value$1.9M (+$127.7K)
Filed 2026-11-02
Abacus Planning Group, Inc.
INCREASED
Shares69,098 from 68,311
Change+787 (+1%)
Value$1.9M (+$5.9K)
Filed 2026-11-02
Evanson Financial, LLC
INCREASED
Shares69,034 from 68,179
Change+855 (+1%)
Value$1.9M (+$7.8K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
INCREASED
Shares68,598 from 64,523
Change+4,075 (+6%)
Value$1.9M (+$97.1K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares67,767 from 58,315
Change+9,452 (+16%)
Value$1.9M (+$246.2K)
Filed 2026-10-26
Elevated Financial Group LLC
DECREASED
Shares67,422 from 70,371
Change-2,949 (-4%)
Value$1.9M (-$97.2K)
Filed 2026-10-16
Granite Islands Private Wealth, LLC
INCREASED
Shares67,233 from 66,279
Change+954 (+1%)
Value$1.8M (+$11.0K)
Filed 2026-10-16
FinDec Wealth Services, Inc.
DECREASED
Shares66,239 from 71,239
Change-5,000 (-7%)
Value$1.8M (-$153.7K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
INCREASED
Shares65,941 from 57,194
Change+8,747 (+15%)
Value$1.8M (+$227.1K)
Filed 2026-10-26
Diversified Investment Strategies, LLC
DECREASED
Shares65,681 from 66,491
Change-810 (-1%)
Value$1.8M (-$37.5K)
Filed 2026-10-28
Essential Partners LLC
INCREASED
Shares65,579 from 62,565
Change+3,014 (+5%)
Value$1.8M (+$68.4K)
Filed 2026-10-14
SteelPeak Wealth, LLC
INCREASED
Shares65,376 from 62,104
Change+3,272 (+5%)
Value$1.8M (+$75.6K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares64,904 from 22,845
Change+42,059 (+184%)
Value$1.8M (+$1.2M)
Filed 2026-11-06
Axos Invest Inc.
DECREASED
Shares64,810 from 69,052
Change-4,242 (-6%)
Value$1.8M (-$132.4K)
Filed 2026-10-21
Planned Solutions, Inc.
DECREASED
Shares64,376 from 64,732
Change-356 (-1%)
Value$1.8M (-$24.7K)
Filed 2026-10-19
Greenhouse Wealth Management, LLC
UNCHANGED
Shares64,303 from 64,303
Change0 (0%)
Value$1.8M (-$14.8K)
Filed 2026-10-20
White Pine Investment Co
INCREASED
Shares63,545 from 62,128
Change+1,417 (+2%)
Value$1.7K (-$1.7M)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares63,271 from 37,291
Change+25,980 (+70%)
Value$1.7M (+$705.1K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares62,552 from 54,613
Change+7,939 (+15%)
Value$1.7M (+$205.5K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares62,046 from 55,283
Change+6,763 (+12%)
Value$1.7M (+$173.1K)
Filed 2026-10-15
Plan A Wealth LLC
INCREASED
Shares61,596 from 48,425
Change+13,171 (+27%)
Value$1.7M (+$350.7K)
Filed 2026-10-08
TD Private Client Wealth LLC
INCREASED
Shares61,429 from 3,101
Change+58,328 (+1881%)
Value$1.7M (+$1.6M)
Filed 2026-10-28
Heartwood Wealth Advisors LLC
DECREASED
Shares61,398 from 61,734
Change-336 (-1%)
Value$1.7M (-$23.4K)
Filed 2026-10-05
Thompson Investment Management, Inc.
DECREASED
Shares61,224 from 62,500
Change-1,276 (-2%)
Value$1.7M (-$49.4K)
Filed 2026-10-14
Evermay Wealth Management LLC
INCREASED
Shares60,729 from 58,688
Change+2,041 (+3%)
Value$1.7M (+$42.6K)
Filed 2026-11-05
KRM Wealth Management L.L.C.
DECREASED
Shares60,255 from 61,967
Change-1,712 (-3%)
Value$1.7M (-$61.3K)
Filed 2026-11-02
Great Waters Wealth Management
DECREASED
Shares60,047 from 65,198
Change-5,151 (-8%)
Value$1.6M (-$156.5K)
Filed 2026-10-07
FWG Investments, Llc.
NEW
Shares59,701
Change+59,701
Value$1.6M
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares59,338 from 49,667
Change+9,671 (+19%)
Value$1.6M (+$254.2K)
Filed 2026-10-22
Frisco Financial Planning LLC
DECREASED
Shares59,319 from 60,586
Change-1,267 (-2%)
Value$1.6M (-$48.7K)
Filed 2026-10-05
RCW Management, LLC
DECREASED
Shares58,836 from 59,254
Change-418 (-1%)
Value$1.6M (-$25.1K)
Filed 2026-10-30
Carolina Wealth Management Inc
DECREASED
Shares57,621 from 58,595
Change-974 (-2%)
Value$1.6M (-$40.2K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares56,675 from 56,314
Change+361 (+1%)
Value$1.5M (-$6.6K)
Filed 2026-10-21
Successful Portfolios LLC
INCREASED
Shares56,336 from 53,694
Change+2,642 (+5%)
Value$1.6M (+$75.6K)
Filed 2026-10-09
Hardin Capital Partners, LLC
INCREASED
Shares56,126 from 55,257
Change+869 (+2%)
Value$1.5M (+$10.9K)
Filed 2026-10-09
Rossmore Private Capital
UNCHANGED
Shares56,094 from 56,094
Change0 (0%)
Value$1.5M (-$12.9K)
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares55,921 from 30,963
Change+24,958 (+81%)
Value$1.5M (+$678.5K)
Filed 2026-10-27
Brucke Financial, Inc.
INCREASED
Shares54,825 from 53,068
Change+1,757 (+3%)
Value$1.5M (+$36.1K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares54,202 from 54,327
Change-125 (0%)
Value$1.5M (-$15.9K)
Filed 2026-10-13
National Wealth Management Group, LLC
INCREASED
Shares54,178 from 39,439
Change+14,739 (+37%)
Value$1.5M (+$395.8K)
Filed 2026-10-26
Sunburst Financial Group, LLC
DECREASED
Shares53,976 from 54,083
Change-107 (0%)
Value$1.5M (-$15.4K)
Filed 2026-10-09
Fermata Advisors, LLC
NEW
Shares53,879
Change+53,879
Value$1.5M
Filed 2026-10-13
Verus Wealth Management, LLC
UNCHANGED
Shares53,418 from 53,418
Change0 (0%)
Value$1.5M (-$12.3K)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares52,922 from 49,414
Change+3,508 (+7%)
Value$1.5M (+$85.0K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
NEW
Shares52,707
Change+52,707
Value$1.4M
Filed 2026-10-15
Visionary Horizons, LLC
INCREASED
Shares52,353 from 49,014
Change+3,339 (+7%)
Value$1.4M (+$80.4K)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
DECREASED
Shares52,137 from 54,865
Change-2,728 (-5%)
Value$1.4M (-$87.6K)
Filed 2026-10-30
Weaver Capital Management LLC
INCREASED
Shares51,591 from 51,036
Change+555 (+1%)
Value$1.4M (+$154.1K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares51,499 from 51,867
Change-368 (-1%)
Value$1.4M (-$22.0K)
Filed 2026-10-26
Fonville Wealth Management LLC
DECREASED
Shares51,063 from 56,358
Change-5,295 (-9%)
Value$1.4M (-$158.4K)
Filed 2026-10-28
Oath Planning, LLC
INCREASED
Shares51,027 from 50,170
Change+857 (+2%)
Value$1.4M (+$12.0K)
Filed 2026-10-20
Eagle Strategies LLC
DECREASED
Shares50,560 from 50,754
Change-194 (0%)
Value$1.4M (-$17.0K)
Filed 2026-10-16
Code Waechter LLC
DECREASED
Shares50,366 from 52,347
Change-1,981 (-4%)
Value$1.4M (-$66.5K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares50,180 from 58,545
Change-8,365 (-14%)
Value$1.4M (-$243.3K)
Filed 2026-10-09
Wernau Asset Management Inc.
INCREASED
Shares49,939 from 49,588
Change+351 (+1%)
Value$1.4M (-$1.8K)
Filed 2026-10-19
Monetary Solutions, Ltd
INCREASED
Shares49,914 from 49,909
Change+5 (+0%)
Value$1.4M (-$11.3K)
Filed 2026-10-22
Lloyd Advisory Services, Llc.
INCREASED
Shares49,756 from 5,313
Change+44,443 (+837%)
Value$1.4M (+$1.2M)
Filed 2026-11-02
Lewis Asset Management, LLC
DECREASED
Shares49,422 from 49,678
Change-256 (-1%)
Value$1.4M (-$18.4K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
INCREASED
Shares48,702 from 48,107
Change+595 (+1%)
Value$1.4M (+$25.4K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares48,529 from 40,555
Change+7,974 (+20%)
Value$1.3M (+$209.7K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares48,514 from 47,905
Change+609 (+1%)
Value$1.3M (+$5.7K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares48,251 from 37,458
Change+10,793 (+29%)
Value$1.3M (+$287.9K)
Filed 2026-10-16
PFG Advisors
INCREASED
Shares48,162 from 41,359
Change+6,803 (+16%)
Value$1.3M (+$177.4K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares47,860 from 47,684
Change+176 (+0%)
Value$1.3M (-$6.1K)
Filed 2026-10-26
Watershed Private Wealth LLC
DECREASED
Shares47,699 from 47,863
Change-164 (0%)
Value$1.3M (-$15.5K)
Filed 2026-10-30
Cooper S Advisors, LLC
DECREASED
Shares47,647 from 48,810
Change-1,163 (-2%)
Value$1.3M (-$43.2K)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
DECREASED
Shares47,644 from 48,679
Change-1,035 (-2%)
Value$1.3M (-$39.6K)
Filed 2026-10-19
Klingman & Associates, LLC
UNCHANGED
Shares47,052 from 47,052
Change0 (0%)
Value$1.3M (-$10.8K)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares46,960 from 18,516
Change+28,444 (+154%)
Value$1.3M (+$777.1K)
Filed 2026-10-14
Evolution Advisers, Inc.
INCREASED
Shares46,949 from 15,645
Change+31,304 (+200%)
Value$1.3M (+$829.5K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
DECREASED
Shares46,544 from 48,940
Change-2,396 (-5%)
Value$1.3M (-$77.1K)
Filed 2026-10-13
Burkett Financial Services, LLC
DECREASED
Shares46,385 from 59,396
Change-13,011 (-22%)
Value$1.3M (-$371.1K)
Filed 2026-10-01
Davidson Trust Co
UNCHANGED
Shares46,370 from 46,370
Change0 (0%)
Value$1.3M (-$10.7K)
Filed 2026-10-09
Quadcap Wealth Management, LLC
DECREASED
Shares45,902 from 45,920
Change-18 (0%)
Value$1.3M (-$11.1K)
Filed 2026-11-02
Lighthouse Wealth Management Inc.
INCREASED
Shares45,285 from 44,780
Change+505 (+1%)
Value$1.2M (+$3.6K)
Filed 2026-10-13
Zions Bancorporation, National Association
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$1.2M (-$10.4K)
Filed 2026-11-06
Acorn Wealth Advisors, LLC
DECREASED
Shares44,682 from 45,485
Change-803 (-2%)
Value$1.2M (-$32.5K)
Filed 2026-10-19
Forum Financial Management, LP
INCREASED
Shares44,393 from 41,570
Change+2,823 (+7%)
Value$1.2M (+$68.0K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
DECREASED
Shares44,226 from 44,489
Change-263 (-1%)
Value$1.2M (-$17.5K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares43,964 from 44,544
Change-580 (-1%)
Value$1.2M (-$26.2K)
Filed 2026-11-05
Curry Webb Wealth Management LLC
UNCHANGED
Shares43,950 from 43,950
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-22
LTG Capital LLC
DECREASED
Shares43,883 from 44,122
Change-239 (-1%)
Value$1.2M (-$16.7K)
Filed 2026-11-04
Clay Northam Wealth Management, LLC
DECREASED
Shares43,880 from 44,225
Change-345 (-1%)
Value$1.2M (-$19.6K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares43,535 from 34,830
Change+8,705 (+25%)
Value$1.2M (+$231.1K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares43,012 from 43,717
Change-705 (-2%)
Value$1.2M (-$29.4K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED
Shares42,611 from 37,765
Change+4,846 (+13%)
Value$1.2M (+$124.4K)
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares42,583
Change+42,583
Value$1.2M
Filed 2026-10-29
Fiduciary Alliance LLC
INCREASED
Shares42,524 from 41,990
Change+534 (+1%)
Value$1.2M (+$5.0K)
Filed 2026-10-13
Schwallier Wealth Management LLC
DECREASED
Shares42,203 from 49,590
Change-7,387 (-15%)
Value$1.2M (-$214.3K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares42,197 from 41,988
Change+209 (+1%)
Value$1.1M (+$3.6K)
Filed 2026-10-09
New England Private Wealth Advisors LLC
INCREASED
Shares42,179 from 23,828
Change+18,351 (+77%)
Value$1.2M (+$514.3K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares42,055 from 39,271
Change+2,784 (+7%)
Value$1.2M (+$67.4K)
Filed 2026-10-26
Ironwood Financial, llc
DECREASED
Shares42,008 from 42,191
Change-183 (0%)
Value$1.2M (+$11.8K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
INCREASED
Shares41,445 from 37,253
Change+4,192 (+11%)
Value$1.1M (+$106.6K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares41,380 from 43,158
Change-1,778 (-4%)
Value$1.1M (-$58.8K)
Filed 2026-11-05
Valued Retirements, Inc.
INCREASED
Shares41,326 from 40,460
Change+866 (+2%)
Value$1.1M (+$14.5K)
Filed 2026-11-06
KCM Investment Advisors LLC
INCREASED
Shares40,979 from 37,192
Change+3,787 (+10%)
Value$1.1M (+$95.5K)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares40,814 from 34,875
Change+5,939 (+17%)
Value$1.1M (+$155.1K)
Filed 2026-10-30
Fisher Asset Management, LLC
INCREASED
Shares40,371 from 27,210
Change+13,161 (+48%)
Value$1.1M (+$355.3K)
Filed 2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares40,094 from 41,153
Change-1,059 (-3%)
Value$1.1M (-$38.5K)
Filed 2026-10-15
Bfsg, LLC
DECREASED
Shares40,087 from 40,903
Change-816 (-2%)
Value$1.1M (-$31.8K)
Filed 2026-10-30
Gould Asset Management LLC
DECREASED
Shares40,040 from 40,120
Change-80 (0%)
Value$1.1M (-$11.4K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares40,031 from 40,928
Change-897 (-2%)
Value$1.1M (-$19.4K)
Filed 2026-10-19
Shakespeare Wealth Management, LLC
INCREASED
Shares39,753 from 37,098
Change+2,655 (+7%)
Value$1.1M (+$64.4K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares39,750 from 41,486
Change-1,736 (-4%)
Value$1.1M (-$57.2K)
Filed 2026-10-22
71 West Capital Partners
UNCHANGED
Shares39,642 from 39,642
Change0 (0%)
Value$1.1M (-$9.1K)
Filed 2026-11-04
Wolfstich Capital, LLC
DECREASED
Shares39,538 from 51,215
Change-11,677 (-23%)
Value$1.6M ($0)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares38,998 from 39,357
Change-359 (-1%)
Value$1.1M (-$18.9K)
Filed 2026-11-04
SevenBridge Financial Group, LLC
DECREASED
Shares38,945 from 40,811
Change-1,866 (-5%)
Value$1.1M (-$98.2K)
Filed 2026-10-26
Capital Square, LLC
INCREASED
Shares38,874 from 37,130
Change+1,744 (+5%)
Value$1.1M (+$44.9K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares38,746 from 38,746
Change0 (0%)
Value$1.1M (-$8.9K)
Filed 2026-10-21
PDS Planning, Inc
INCREASED
Shares38,007 from 36,965
Change+1,042 (+3%)
Value$1.0M (+$20.1K)
Filed 2026-11-03
Highline Wealth Partners LLC
DECREASED
Shares37,875 from 39,894
Change-2,019 (-5%)
Value$1.0M (-$64.6K)
Filed 2026-10-19
RMR Wealth Builders
DECREASED
Shares37,358 from 37,559
Change-201 (-1%)
Value$1.0M (-$14.2K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares37,220 from 20,996
Change+16,224 (+77%)
Value$1.0M (+$440.8K)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares36,769 from 28,775
Change+7,994 (+28%)
Value$1.0M (+$213.0K)
Filed 2026-11-03
Pegasus Asset Management, Inc.
INCREASED
Shares36,340 from 29,166
Change+7,174 (+25%)
Value$998.3K (+$190.4K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares36,188 from 36,188
Change0 (0%)
Value$994.1K (-$8.3K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares36,120 from 36,940
Change-820 (-2%)
Value$992.2K (-$31.0K)
Filed 2026-11-04
Wolff Financial Management LLC
UNCHANGED
Shares35,993 from 35,993
Change0 (0%)
Value$988.7K (-$8.3K)
Filed 2026-10-23
Manuka Financial, LLC
UNCHANGED
Shares35,960 from 35,960
Change0 (0%)
Value$987.8K (-$8.3K)
Filed 2026-10-16
Flower City Capital
INCREASED
Shares35,460 from 35,335
Change+125 (+0%)
Value$974.1K (-$4.7K)
Filed 2026-10-15
Granite Investment Partners, LLC
INCREASED
Shares35,277 from 33,559
Change+1,718 (+5%)
Value$969.1K (+$39.5K)
Filed 2026-11-04
Daytona Street Capital LLC
DECREASED
Shares35,002 from 35,902
Change-900 (-3%)
Value$964.7K (-$25.3K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
INCREASED
Shares34,777 from 34,622
Change+155 (+0%)
Value$955.3K (-$3.7K)
Filed 2026-10-09
Cabot Wealth Management Inc
INCREASED
Shares34,655 from 33,295
Change+1,360 (+4%)
Value$952.0K (+$29.7K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares34,626 from 33,356
Change+1,270 (+4%)
Value$951.2K (+$27.2K)
Filed 2026-10-14
Twele Capital Management, Inc.
DECREASED
Shares34,269 from 34,857
Change-588 (-2%)
Value$941.4K (-$24.2K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares34,108 from 33,704
Change+404 (+1%)
Value$937.0K (+$3.3K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares33,995 from 29,637
Change+4,358 (+15%)
Value$933.8K (+$112.9K)
Filed 2026-10-13
Key Capital Management, Inc
INCREASED
Shares33,681 from 6,638
Change+27,043 (+407%)
Value$925.2K (+$741.3K)
Filed 2026-11-03
Legacy Bridge, LLC
DECREASED
Shares33,588 from 34,588
Change-1,000 (-3%)
Value$922.7K (-$35.4K)
Filed 2026-10-28
Bennett Selby Investments LP
INCREASED
Shares33,077 from 27,681
Change+5,396 (+19%)
Value$908.6K (+$141.9K)
Filed 2026-10-19
Blue Capital, Inc.
NEW
Shares32,984
Change+32,984
Value$906.1K
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
INCREASED
Shares32,956 from 13,619
Change+19,337 (+142%)
Value$905.3K (+$528.1K)
Filed 2026-10-05
Wlth Capital Management, LLC
DECREASED
Shares32,905 from 56,017
Change-23,112 (-41%)
Value$903.9K (-$647.8K)
Filed 2026-10-20
Crescent Sterling, Ltd.
DECREASED
Shares32,897 from 33,322
Change-425 (-1%)
Value$903.7K (-$19.3K)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
INCREASED
Shares32,868 from 28,304
Change+4,564 (+16%)
Value$902.9K (+$118.9K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
INCREASED
Shares32,795 from 32,670
Change+125 (+0%)
Value$900.9K (-$4.1K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares32,788 from 28,280
Change+4,508 (+16%)
Value$900.7K (+$117.3K)
Filed 2026-10-13
Ehrlich Financial Group
INCREASED
Shares32,606 from 32,206
Change+400 (+1%)
Value$895.7K (+$3.6K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares32,558 from 23,025
Change+9,533 (+41%)
Value$894.4K (+$256.6K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares32,451 from 26,966
Change+5,485 (+20%)
Value$891.4K (+$144.5K)
Filed 2026-10-23
Single Point Partners, LLC
INCREASED
Shares32,417 from 31,654
Change+763 (+2%)
Value$890.5K (+$13.7K)
Filed 2026-10-19
Sage Financial Group Inc
DECREASED
Shares32,356 from 33,602
Change-1,246 (-4%)
Value$888.8K (-$42.0K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
NEW
Shares32,335
Change+32,335
Value$888.3K
Filed 2026-11-04
Prospera Capital Management, LLC
DECREASED
Shares32,306 from 43,552
Change-11,246 (-26%)
Value$887.4K (-$325.3K)
Filed 2026-10-19
Curated Wealth Partners LLC
UNCHANGED
Shares32,150 from 32,150
Change0 (0%)
Value$883.2K (-$7.4K)
Filed 2026-10-15
Clarity Capital Advisors, LLC
UNCHANGED
Shares31,902 from 31,902
Change0 (0%)
Value$876.3K (-$7.3K)
Filed 2026-10-27
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares31,826 from 31,826
Change0 (0%)
Value$874.3K (-$7.3K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares31,250 from 34,742
Change-3,492 (-10%)
Value$859.0K (-$103.4K)
Filed 2026-10-30
Pacific Asset Management, LLC
UNCHANGED
Shares31,223 from 31,223
Change0 (0%)
Value$857.7K (-$7.2K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares31,104 from 31,104
Change0 (0%)
Value$854.4K (-$7.2K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares30,875 from 30,866
Change+9 (+0%)
Value$848.1K (-$6.9K)
Filed 2026-10-27
Integral Investment Advisors, Inc.
UNCHANGED
Shares30,640 from 30,640
Change0 (0%)
Value$841.7K (-$7.0K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares30,420 from 31,293
Change-873 (-3%)
Value$835.6K (-$31.2K)
Filed 2026-10-14
Seed Wealth Management, Inc.
DECREASED
Shares30,340 from 31,040
Change-700 (-2%)
Value$833.4K (-$26.4K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares30,287 from 30,287
Change0 (0%)
Value$832.0K (-$7.0K)
Filed 2026-10-09
First Community Trust NA
INCREASED
Shares30,025 from 1,024
Change+29,001 (+2832%)
Value$824.8K (+$796.4K)
Filed 2026-10-07
Accel Wealth Management
UNCHANGED
Shares29,880 from 29,880
Change0 (0%)
Value$820.8K (-$6.9K)
Filed 2026-10-13
MBL Wealth, LLC
UNCHANGED
Shares29,846 from 29,846
Change0 (0%)
Value$819.9K (-$6.9K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares29,724 from 17,459
Change+12,265 (+70%)
Value$802.1K (+$318.3K)
Filed 2026-11-04
Stone Summit Wealth LLC
DECREASED
Shares29,612 from 30,142
Change-530 (-2%)
Value$813.4K (-$21.5K)
Filed 2026-10-14
Pathway Financial Advisors LLC
UNCHANGED
Shares29,488 from 29,488
Change0 (0%)
Value$810.0K ($0)
Filed 2026-10-07
Mainsail Financial Group, LLC
UNCHANGED
Shares28,974 from 28,974
Change0 (0%)
Value$795.9K (-$6.7K)
Filed 2026-10-23
Advisory Resource Group
DECREASED
Shares28,949 from 40,860
Change-11,911 (-29%)
Value$795.2K (-$336.6K)
Filed 2026-10-26
My Personal CFO, LLC
UNCHANGED
Shares28,861 from 28,861
Change0 (0%)
Value$792.8K (-$6.6K)
Filed 2026-10-14
Sage Mountain Advisors LLC
UNCHANGED
Shares28,767 from 28,767
Change0 (0%)
Value$790.2K (-$6.6K)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares28,355 from 29,086
Change-731 (-3%)
Value$778.9K (-$26.8K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares28,339
Change+28,339
Value$778.5K
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares28,206 from 29,816
Change-1,610 (-5%)
Value$774.8K (-$51.1K)
Filed 2026-10-29
Integrated Wealth Management
NEW
Shares28,150
Change+28,150
Value$773.3K
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares28,145 from 34,208
Change-6,063 (-18%)
Value$770.3K (-$152.6K)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares28,135 from 26,787
Change+1,348 (+5%)
Value$772.9K (+$30.9K)
Filed 2026-10-16
OFS Enterprise LLC
INCREASED
Shares27,733 from 27,684
Change+49 (+0%)
Value$761.8K (-$5.0K)
Filed 2026-10-16
Sound Portfolio Advisors, LLC
INCREASED
Shares27,547 from 19,870
Change+7,677 (+39%)
Value$756.7K (+$206.3K)
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares27,212 from 32,091
Change-4,879 (-15%)
Value$747.5K (-$141.4K)
Filed 2026-10-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares27,061 from 25,238
Change+1,823 (+7%)
Value$743.4K (+$44.3K)
Filed 2026-10-16
Citrine Capital LLC
INCREASED
Shares27,047 from 18,054
Change+8,993 (+50%)
Value$743.0K (+$242.9K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED
Shares27,004 from 27,304
Change-300 (-1%)
Value$741.8K (-$14.5K)
Filed 2026-10-06
Sawgrass Asset Management LLC
UNCHANGED
Shares26,844 from 26,844
Change0 (0%)
Value$737.4K (-$6.2K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
DECREASED
Shares26,548 from 26,870
Change-322 (-1%)
Value$729.3K (-$15.0K)
Filed 2026-10-29
Baxter Bros Inc
UNCHANGED
Shares26,525 from 26,525
Change0 (0%)
Value$728.6K (-$6.1K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares26,489 from 24,455
Change+2,034 (+8%)
Value$727.6K (+$50.3K)
Filed 2026-10-23
Twin Cities Retirement Group LLC
INCREASED
Shares25,909 from 18,719
Change+7,190 (+38%)
Value$711.7K (+$193.2K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED
Shares25,695 from 30,209
Change-4,514 (-15%)
Value$705.8K (-$130.9K)
Filed 2026-11-04
Sterling Investment Management, LLC
INCREASED
Shares25,683 from 25,510
Change+173 (+1%)
Value$705.5K (-$1.1K)
Filed 2026-10-16
Money Concepts Capital Corp
INCREASED
Shares25,527 from 16,098
Change+9,429 (+59%)
Value$701.2K (+$255.3K)
Filed 2026-11-06
AAF Wealth Management, LLC
DECREASED
Shares25,520 from 26,250
Change-730 (-3%)
Value$701.0K (-$26.1K)
Filed 2026-10-28
Lionshead Wealth Management, LLC
UNCHANGED
Shares25,280 from 25,280
Change0 (0%)
Value$694.4K (-$5.8K)
Filed 2026-10-21
Palisade Asset Management, LLC
UNCHANGED
Shares25,220 from 25,220
Change0 (0%)
Value$692.8K (-$5.8K)
Filed 2026-11-03
Integrity Investment Advisors, LLC
INCREASED
Shares25,168 from 18,359
Change+6,809 (+37%)
Value$691.4K (+$182.8K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares25,153 from 19,350
Change+5,803 (+30%)
Value$690.9K (+$155.0K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares25,097 from 25,208
Change-111 (0%)
Value$689.4K (-$8.8K)
Filed 2026-10-20
Chesley Taft & Associates LLC
UNCHANGED
Shares25,097 from 25,097
Change0 (0%)
Value$689.4K (-$5.8K)
Filed 2026-10-13
Clear Investment Research, LLC
DECREASED
Shares24,969 from 24,987
Change-18 (0%)
Value$685.9K (-$6.2K)
Filed 2026-11-06
Everest Financial Group LLC
DECREASED
Shares24,860 from 25,017
Change-157 (-1%)
Value$682.9K (-$10.1K)
Filed 2026-11-06
Everhart Financial Group, Inc.
INCREASED
Shares24,821 from 24,402
Change+419 (+2%)
Value$681.8K (+$5.9K)
Filed 2026-10-08
ETF Store, Inc.
INCREASED
Shares24,643 from 24,605
Change+38 (+0%)
Value$676.9K (-$4.6K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares24,608 from 24,608
Change0 (0%)
Value$676.0K (-$5.7K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED
Shares24,558 from 23,989
Change+569 (+2%)
Value$674.6K (+$10.1K)
Filed 2026-10-29
Wall Capital Group, Inc.
DECREASED
Shares24,515 from 26,981
Change-2,466 (-9%)
Value$673.4K (-$73.9K)
Filed 2026-10-14
Summit Global Investments
DECREASED
Shares24,459 from 24,483
Change-24 (0%)
Value$672 (-$677.3K)
Filed 2026-10-28
Midwest Financial Group LLC
DECREASED
Shares24,387 from 24,865
Change-478 (-2%)
Value$669.9K (-$18.9K)
Filed 2026-10-15
Greenwood Gearhart LLC
INCREASED
Shares24,201 from 22,745
Change+1,456 (+6%)
Value$664.8K (+$34.8K)
Filed 2026-11-02
Bensler, LLC
INCREASED
Shares23,992 from 23,953
Change+39 (+0%)
Value$659.1K (-$4.4K)
Filed 2026-11-05
Archer Investment Management, LLC
DECREASED
Shares23,962 from 24,127
Change-165 (-1%)
Value$658.2K (-$10.1K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares23,956 from 23,397
Change+559 (+2%)
Value$658.1K (+$10.0K)
Filed 2026-10-29
Eastern Bank
INCREASED
Shares23,797 from 810
Change+22,987 (+2838%)
Value$653.7K (+$631.3K)
Filed 2026-10-05
Signature Resources Capital Management, LLC
INCREASED
Shares23,691 from 21,324
Change+2,367 (+11%)
Value$650.8K (+$60.1K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares23,471 from 23,029
Change+442 (+2%)
Value$644.8K (+$6.8K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares23,434 from 24,437
Change-1,003 (-4%)
Value$643.7K (-$33.2K)
Filed 2026-10-30
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares23,350 from 27,311
Change-3,961 (-14%)
Value$641.4K (-$115.1K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares23,342 from 23,272
Change+70 (+0%)
Value$641.2K (+$11.9K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares23,224 from 23,359
Change-135 (-1%)
Value$638.0K (-$9.1K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares23,070 from 22,700
Change+370 (+2%)
Value$633.7K (+$4.9K)
Filed 2026-10-15
RCS Financial Planning, LLC
DECREASED
Shares22,968 from 37,376
Change-14,408 (-39%)
Value$630.9K (-$404.4K)
Filed 2026-10-14
Vista Capital Partners, Inc.
DECREASED
Shares22,932 from 24,989
Change-2,057 (-8%)
Value$629.9K (-$62.3K)
Filed 2026-11-06
Darrow Company, Inc.
INCREASED
Shares22,874 from 22,815
Change+59 (+0%)
Value$628.3K (-$3.6K)
Filed 2026-10-22
Roger Wittlin Investment Advisory, LLC
UNCHANGED
Shares22,846 from 22,846
Change0 (0%)
Value$627.6K (-$5.3K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares22,667 from 22,149
Change+518 (+2%)
Value$622.7K (+$24.4K)
Filed 2026-11-02
Values Added Financial LLC
UNCHANGED
Shares22,659 from 22,659
Change0 (0%)
Value$622.4K (-$5.2K)
Filed 2026-10-28
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares22,617 from 22,617
Change0 (0%)
Value$621.3K (-$5.2K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares22,567 from 22,567
Change0 (0%)
Value$619.9K (-$5.2K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares22,554 from 22,554
Change0 (0%)
Value$619.6K (-$5.2K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares22,446 from 25,617
Change-3,171 (-12%)
Value$616.6K (-$93.0K)
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares22,349 from 20,409
Change+1,940 (+10%)
Value$613.9K (+$48.6K)
Filed 2026-10-20
Madrid Wealth Management, LLC
DECREASED
Shares22,081 from 22,106
Change-25 (0%)
Value$606.6K (-$5.8K)
Filed 2026-10-23
Piscataqua Savings Bank
UNCHANGED
Shares22,002 from 22,002
Change0 (0%)
Value$604.2K (-$5.3K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
DECREASED
Shares21,920 from 24,064
Change-2,144 (-9%)
Value$602.1K (-$64.4K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
DECREASED
Shares21,907 from 24,946
Change-3,039 (-12%)
Value$601.8K (-$89.2K)
Filed 2026-10-23
VCI Wealth Management LLC
INCREASED
Shares21,869 from 18,125
Change+3,744 (+21%)
Value$600.7K (+$98.7K)
Filed 2026-10-29
Parsons Capital Management Inc
INCREASED
Shares21,844 from 7,471
Change+14,373 (+192%)
Value$600.1K (+$393.1K)
Filed 2026-10-28
Equita Financial Network, Inc.
INCREASED
Shares21,688 from 18,868
Change+2,820 (+15%)
Value$595.8K (+$73.1K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
INCREASED
Shares21,671 from 21,496
Change+175 (+1%)
Value$595.3K (-$137)
Filed 2026-10-27
Wealth Preservation Advisors, LLC
INCREASED
Shares21,619 from 12,765
Change+8,854 (+69%)
Value$593.9K (+$240.3K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares21,558 from 21,658
Change-100 (0%)
Value$587.5K (-$3.8K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares21,228 from 21,228
Change0 (0%)
Value$583.1K (-$4.9K)
Filed 2026-10-22
Sapient Capital LLC
INCREASED
Shares21,224 from 17,844
Change+3,380 (+19%)
Value$583.0K (+$88.7K)
Filed 2026-10-08
Personal CFO Solutions, LLC
NEW
Shares21,216
Change+21,216
Value$582.8K
Filed 2026-11-06
Bernardo Wealth Planning LLC
INCREASED
Shares21,114 from 10,099
Change+11,015 (+109%)
Value$580.0K (+$300.2K)
Filed 2026-10-23
ADE, LLC
UNCHANGED
Shares21,057 from 21,057
Change0 (0%)
Value$578.4K (-$4.8K)
Filed 2026-10-29
Stockman Wealth Management, Inc.
UNCHANGED
Shares20,785 from 20,785
Change0 (0%)
Value$571.0K (-$4.8K)
Filed 2026-10-27
Goldstein Advisors, LLC
INCREASED
Shares20,707 from 19,972
Change+735 (+4%)
Value$568.8K (+$15.6K)
Filed 2026-10-15
Sachem Hill LLC
DECREASED
Shares20,656 from 21,272
Change-616 (-3%)
Value$567.4K (-$21.8K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares20,632 from 9,716
Change+10,916 (+112%)
Value$562.4K (+$293.3K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED
Shares20,606 from 20,606
Change0 (0%)
Value$566.0K (-$4.7K)
Filed 2026-10-27
Wealthcare Capital Management LLC
UNCHANGED
Shares20,389 from 20,389
Change0 (0%)
Value$560.1K (-$4.7K)
Filed 2026-10-21
Aspect Partners, LLC
DECREASED
Shares20,333 from 20,661
Change-328 (-2%)
Value$558.5K (-$13.8K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares20,187 from 20,152
Change+35 (+0%)
Value$554.5K (-$3.7K)
Filed 2026-10-27
Occidental Asset Management, LLC
INCREASED
Shares20,078 from 19,603
Change+475 (+2%)
Value$551.5K (+$8.5K)
Filed 2026-11-05
John Boyer, Inc.
UNCHANGED
Shares19,988 from 19,988
Change0 (0%)
Value$549.1K (-$4.6K)
Filed 2026-10-27
Guardian Wealth Advisors, LLC
DECREASED
Shares19,978 from 23,435
Change-3,457 (-15%)
Value$542.0K (-$107.1K)
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares19,677 from 19,677
Change0 (0%)
Value$540.5K (-$4.5K)
Filed 2026-10-15
Collective Family Office LLC
INCREASED
Shares19,649 from 17,171
Change+2,478 (+14%)
Value$539.8K (+$64.1K)
Filed 2026-10-05
Boston Trust Walden Corp
UNCHANGED
Shares19,583 from 19,583
Change0 (0%)
Value$537.9K (-$4.5K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
DECREASED
Shares19,580 from 19,588
Change-8 (0%)
Value$537.9K (-$4.7K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares19,420 from 19,420
Change0 (0%)
Value$533.5K (-$4.5K)
Filed 2026-10-14
Jacobs & Co
UNCHANGED
Shares19,362 from 19,362
Change0 (0%)
Value$531 (-$5)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares19,324 from 22,018
Change-2,694 (-12%)
Value$530.8K (-$79.1K)
Filed 2026-11-04
Robinswood Financial LLC
DECREASED
Shares19,249 from 19,956
Change-707 (-4%)
Value$518.0K (-$34.8K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED
Shares19,200 from 19,606
Change-406 (-2%)
Value$527.4K (-$15.7K)
Filed 2026-10-22
JIM Saulnier & Associates, LLC
UNCHANGED
Shares19,152 from 19,152
Change0 (0%)
Value$526.1K (-$4.4K)
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
DECREASED
Shares19,143 from 19,443
Change-300 (-2%)
Value$514.6K (-$24.0K)
Filed 2026-10-29
waypoint wealth counsel
UNCHANGED
Shares19,133 from 19,133
Change0 (0%)
Value$525.6K (-$4.4K)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares19,097 from 22,687
Change-3,590 (-16%)
Value$524.6K (-$103.8K)
Filed 2026-11-05
Astra Wealth Partners LLC
DECREASED
Shares19,023 from 21,448
Change-2,425 (-11%)
Value$522.6K (-$71.5K)
Filed 2026-11-06
HCR Wealth Advisors
UNCHANGED
Shares19,018 from 19,018
Change0 (0%)
Value$522.4K (-$4.4K)
Filed 2026-10-15
Navigation Group, LLC
DECREASED
Shares18,756 from 31,756
Change-13,000 (-41%)
Value$515.2K (-$364.4K)
Filed 2026-10-28
Family Investment Center, Inc.
INCREASED
Shares18,608 from 18,606
Change+2 (+0%)
Value$511.2K (-$4.2K)
Filed 2026-10-19
Tenzing Financial LLC
DECREASED
Shares18,591 from 18,836
Change-245 (-1%)
Value$500.3K (-$24.7K)
Filed 2026-11-03
Sima Wealth Partners, LLC
DECREASED
Shares18,578 from 18,598
Change-20 (0%)
Value$510.3K (-$4.8K)
Filed 2026-10-19
Retiremitten Financial LLC
INCREASED
Shares18,576 from 13,101
Change+5,475 (+42%)
Value$507.5K (+$144.6K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares18,486 from 18,636
Change-150 (-1%)
Value$507.8K (-$8.4K)
Filed 2026-10-20
Rede Wealth, LLC
UNCHANGED
Shares18,479 from 18,479
Change0 (0%)
Value$507.6K (-$4.3K)
Filed 2026-10-22
Colorado Capital Management, Inc.
DECREASED
Shares18,267 from 18,331
Change-64 (0%)
Value$502 (-$6)
Filed 2026-10-15
AMG National Trust Bank
UNCHANGED
Shares18,186 from 18,186
Change0 (0%)
Value$499.6K (-$4.2K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares18,020 from 19,012
Change-992 (-5%)
Value$495.0K (-$31.6K)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED
Shares17,973 from 12,542
Change+5,431 (+43%)
Value$493.7K (+$146.3K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares17,884 from 17,884
Change0 (0%)
Value$491.3K (-$4.1K)
Filed 2026-10-23
Birchbrook, Inc.
DECREASED
Shares17,710 from 18,550
Change-840 (-5%)
Value$486.5K (-$27.3K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares17,619 from 17,619
Change0 (0%)
Value$484.0K (-$4.1K)
Filed 2026-10-22
Entrewealth, LLC
UNCHANGED
Shares17,609 from 17,609
Change0 (0%)
Value$483.7K (-$8.3K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares17,468 from 17,325
Change+143 (+1%)
Value$476.0K (+$3.0K)
Filed 2026-11-02
Greenleaf Trust
UNCHANGED
Shares17,402 from 17,402
Change0 (0%)
Value$478.0K (-$4.0K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares17,362 from 19,400
Change-2,038 (-11%)
Value$476.9K (-$60.4K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares17,345 from 17,202
Change+143 (+1%)
Value$476.5K (-$28)
Filed 2026-11-02
Orba Wealth Advisors, L.L.C.
UNCHANGED
Shares17,269 from 17,269
Change0 (0%)
Value$474.4K (-$4.0K)
Filed 2026-10-23
Cornerstone Planning Group LLC
UNCHANGED
Shares17,034 from 17,034
Change0 (0%)
Value$464.5K (-$1.4K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares16,927
Change+16,927
Value$464
Filed 2026-11-03
Well Done, LLC
DECREASED
Shares16,750 from 18,260
Change-1,510 (-8%)
Value$460.1K (-$45.7K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED
Shares16,729 from 16,729
Change0 (0%)
Value$459.5K (-$3.8K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares16,693 from 20,344
Change-3,651 (-18%)
Value$458.6K (-$105.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares16,675 from 16,091
Change+584 (+4%)
Value$458.1K (+$12.4K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares16,592 from 16,601
Change-9 (0%)
Value$452.5K (-$7.4K)
Filed 2026-10-13
Burton Enright Welch
INCREASED
Shares16,509 from 11,504
Change+5,005 (+44%)
Value$453.5K (+$134.8K)
Filed 2026-11-04
Cutler Investment Counsel LLC
UNCHANGED
Shares16,431 from 16,431
Change0 (0%)
Value$451.4K (-$3.8K)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares16,359 from 16,108
Change+251 (+2%)
Value$449.4K (+$3.2K)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares16,354 from 16,354
Change0 (0%)
Value$449.2K (-$3.8K)
Filed 2026-10-21
Rainier Family Wealth Inc
INCREASED
Shares16,336 from 15,982
Change+354 (+2%)
Value$448.8K (+$6.0K)
Filed 2026-11-02
Certior Financial Group, LLC
DECREASED
Shares16,332 from 18,044
Change-1,712 (-9%)
Value$448.6K (-$51.2K)
Filed 2026-10-19
Roffman Miller Associates Inc
INCREASED
Shares16,214 from 11,989
Change+4,225 (+35%)
Value$445.4K (+$113.3K)
Filed 2026-10-19
One Advisory Partners, LLC
DECREASED
Shares16,190 from 16,292
Change-102 (-1%)
Value$444.7K (-$6.5K)
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares16,130 from 16,154
Change-24 (0%)
Value$443.1K (-$4.4K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
DECREASED
Shares16,111 from 17,568
Change-1,457 (-8%)
Value$442.6K (-$44.1K)
Filed 2026-11-03
Investment Partners Asset Management, Inc.
DECREASED
Shares16,012 from 16,030
Change-18 (0%)
Value$439.9K (-$4.2K)
Filed 2026-10-09
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares16,007 from 16,007
Change0 (0%)
Value$439.7K (-$3.3K)
Filed 2026-11-06
Traynor Capital Management, Inc.
DECREASED
Shares15,882 from 16,408
Change-526 (-3%)
Value$436.3K (-$18.2K)
Filed 2026-10-29
Canopy Partners, LLC
INCREASED
Shares15,880 from 15,795
Change+85 (+1%)
Value$436.2K (-$1.3K)
Filed 2026-10-28
CWC Advisors, Llc.
DECREASED
Shares15,855 from 16,337
Change-482 (-3%)
Value$435.5K (-$17.0K)
Filed 2026-10-15
Cottage Street Advisors LLC
INCREASED
Shares15,849 from 15,295
Change+554 (+4%)
Value$435.4K (+$11.7K)
Filed 2026-10-19
GuidedMoney, LLC
UNCHANGED
Shares15,704 from 15,704
Change0 (0%)
Value$431.4K (-$3.6K)
Filed 2026-10-29
Synergy Asset Management, LLC
NEW
Shares15,674
Change+15,674
Value$430.6K
Filed 2026-11-05
Aviance Capital Partners, LLC
UNCHANGED
Shares15,674 from 15,674
Change0 (0%)
Value$430.6K (-$3.6K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares15,654 from 15,654
Change0 (0%)
Value$430.0K (-$3.6K)
Filed 2026-10-30
Haven Private, LLC
UNCHANGED
Shares15,616 from 15,616
Change0 (0%)
Value$429.0K (-$3.6K)
Filed 2026-10-27
25 LLC
DECREASED
Shares15,533 from 15,870
Change-337 (-2%)
Value$426.7K (-$12.9K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
UNCHANGED
Shares15,471 from 15,471
Change0 (0%)
Value$425.0K (-$3.6K)
Filed 2026-11-02
Manske Wealth Management
INCREASED
Shares15,466 from 15,345
Change+121 (+1%)
Value$424.8K (-$205)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
INCREASED
Shares15,455 from 10,749
Change+4,706 (+44%)
Value$424.6K (+$126.8K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED
Shares15,424 from 15,220
Change+204 (+1%)
Value$423.7K (+$2.1K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED
Shares15,352 from 15,131
Change+221 (+1%)
Value$421.7K (+$2.6K)
Filed 2026-11-02
Macroview Investment Management LLC
UNCHANGED
Shares15,322 from 15,322
Change0 (0%)
Value$420.9K (-$3.5K)
Filed 2026-10-26
Gutierrez Wealth Advisory, LLC
DECREASED
Shares15,216 from 17,209
Change-1,993 (-12%)
Value$418.0K (-$58.7K)
Filed 2026-11-02
First Pacific Financial
UNCHANGED
Shares15,213 from 15,213
Change0 (0%)
Value$417.9K (-$3.5K)
Filed 2026-10-14
Swmg, LLC
NEW
Shares15,202
Change+15,202
Value$408.6K
Filed 2026-10-23
First Growth Capital LLC
UNCHANGED
Shares15,196 from 15,196
Change0 (0%)
Value$417.4K (-$3.5K)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares15,056 from 15,056
Change0 (0%)
Value$413.6K (-$3.5K)
Filed 2026-10-15
Mirador Capital Partners LP
INCREASED
Shares15,055 from 15,002
Change+53 (+0%)
Value$413.6K (-$2.0K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares15,035 from 13,519
Change+1,516 (+11%)
Value$413.0K (+$38.5K)
Filed 2026-10-30
Falcon Wealth Planning
INCREASED
Shares14,978 from 11,174
Change+3,804 (+34%)
Value$411.4K (+$101.9K)
Filed 2026-11-06
Lutz Financial Services LLC
UNCHANGED
Shares14,938 from 14,938
Change0 (0%)
Value$410.3K (-$3.4K)
Filed 2026-11-06
Cassilly Financial Group LLC
UNCHANGED
Shares14,938 from 14,938
Change0 (0%)
Value$410.3K (-$3.4K)
Filed 2026-10-07
Resonant Capital Advisors, LLC
UNCHANGED
Shares14,922 from 14,922
Change0 (0%)
Value$409.9K (-$3.4K)
Filed 2026-10-15
Cornerstone Wealth Group, LLC
DECREASED
Shares14,853 from 17,217
Change-2,364 (-14%)
Value$408.0K (-$68.9K)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED
Shares14,843 from 14,698
Change+145 (+1%)
Value$407.7K (+$602)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares14,784 from 14,516
Change+268 (+2%)
Value$406.1K (+$4.0K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares14,748 from 14,716
Change+32 (+0%)
Value$405.1K (-$2.5K)
Filed 2026-10-28
Omni 360 Wealth, Inc.
INCREASED
Shares14,672 from 14,249
Change+423 (+3%)
Value$403.0K (+$8.3K)
Filed 2026-10-13
Sage Rhino Capital LLC
INCREASED
Shares14,639 from 14,412
Change+227 (+2%)
Value$402.1K (+$2.9K)
Filed 2026-10-28
Hartline Investment Corp/
UNCHANGED
Shares14,544 from 14,544
Change0 (0%)
Value$399.5K (-$3.3K)
Filed 2026-10-29
Western Reserve Capital Management, LLC
INCREASED
Shares14,520 from 14,447
Change+73 (+1%)
Value$398.9K (-$1.3K)
Filed 2026-10-14
Twelve Points Wealth Management LLC
INCREASED
Shares14,461 from 14,445
Change+16 (+0%)
Value$390.1K (-$10.0K)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares14,451 from 14,134
Change+317 (+2%)
Value$397.0K (+$5.5K)
Filed 2026-11-03
Fulton Bank, N.A.
UNCHANGED
Shares14,386 from 14,386
Change0 (0%)
Value$395.2K (-$3.3K)
Filed 2026-10-14
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares14,384 from 14,384
Change0 (0%)
Value$395.1K (-$3.3K)
Filed 2026-10-16
NewSquare Capital LLC
UNCHANGED
Shares14,234 from 14,234
Change0 (0%)
Value$391.0K (-$3.3K)
Filed 2026-11-06
Highland Capital Management, LLC
UNCHANGED
Shares14,132 from 14,132
Change0 (0%)
Value$388.2K (-$3.3K)
Filed 2026-10-26
Worth Asset Management, LLC
UNCHANGED
Shares14,039 from 14,039
Change0 (0%)
Value$385.7K (-$3.2K)
Filed 2026-10-07
BetterWealth, LLC
DECREASED
Shares13,991 from 14,078
Change-87 (-1%)
Value$384.3K (-$5.6K)
Filed 2026-10-15
Innovative Wealth Building LLC
NEW
Shares13,966
Change+13,966
Value$383.6K
Filed 2026-10-14
Avity Investment Management Inc.
UNCHANGED
Shares13,800 from 13,800
Change0 (0%)
Value$379.1K (-$3.2K)
Filed 2026-10-09
LJI Wealth Management, LLC
UNCHANGED
Shares13,748 from 13,748
Change0 (0%)
Value$377.7K (-$3.2K)
Filed 2026-10-28
Northwest Wealth Management, LLC
DECREASED
Shares13,737 from 14,175
Change-438 (-3%)
Value$377.4K (-$15.3K)
Filed 2026-10-30
Builder Investment Group Inc
DECREASED
Shares13,714 from 13,996
Change-282 (-2%)
Value$376.7K (-$11.0K)
Filed 2026-10-22
Hippocratic Financial Advisors, LLC
INCREASED
Shares13,645 from 10,130
Change+3,515 (+35%)
Value$374.8K (+$94.2K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares13,611 from 13,416
Change+195 (+1%)
Value$373.9K (+$2.3K)
Filed 2026-11-05
Financial Concepts Unlimited, Inc.
INCREASED
Shares13,567 from 13,560
Change+7 (+0%)
Value$372.7K (-$2.9K)
Filed 2026-11-06
Directional Asset Management
INCREASED
Shares13,534 from 13,284
Change+250 (+2%)
Value$371.8K (+$3.8K)
Filed 2026-10-22
Strategic Advisory Partners, LLC
INCREASED
Shares13,471 from 13,239
Change+232 (+2%)
Value$370.0K (+$3.3K)
Filed 2026-11-06
Farnam Financial LLC
UNCHANGED
Shares13,430 from 13,430
Change0 (0%)
Value$361.7K (-$10.3K)
Filed 2026-10-21
Accretive Wealth Partners, LLC
UNCHANGED
Shares13,398 from 13,398
Change0 (0%)
Value$368.0K (-$3.1K)
Filed 2026-11-06
Asset Advisory Group, Inc.
INCREASED
Shares13,376 from 11,899
Change+1,477 (+12%)
Value$367.5K (+$37.9K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares13,268 from 11,616
Change+1,652 (+14%)
Value$364.5K (+$42.7K)
Filed 2026-10-22
Ahara Advisors LLC
UNCHANGED
Shares13,254 from 13,254
Change0 (0%)
Value$364.1K (-$3.0K)
Filed 2026-10-29
Greenup Street Wealth Management LLC
INCREASED
Shares13,201 from 9,827
Change+3,374 (+34%)
Value$362.6K (+$90.4K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares13,182 from 9,714
Change+3,468 (+36%)
Value$362.1K (+$93.0K)
Filed 2026-10-26
Mengis Capital Management, Inc.
DECREASED
Shares13,147 from 13,429
Change-282 (-2%)
Value$361.1K (-$10.9K)
Filed 2026-10-13
IronBridge Private Wealth, LLC
INCREASED
Shares13,114 from 11,870
Change+1,244 (+10%)
Value$360.2K (+$31.4K)
Filed 2026-11-03
Iron Financial LLC
DECREASED
Shares13,081 from 13,086
Change-5 (0%)
Value$359.3K (-$3.2K)
Filed 2026-10-23
Annex Advisory Services, LLC
INCREASED
Shares13,031 from 10,512
Change+2,519 (+24%)
Value$358.0K (+$66.8K)
Filed 2026-10-16
Heritage Investors Management Corp
DECREASED
Shares12,994 from 14,409
Change-1,415 (-10%)
Value$357 (-$398.6K)
Filed 2026-10-29
Advisortrust Partners, LLC
NEW
Shares12,878
Change+12,878
Value$353.8K
Filed 2026-11-02
Consilium Wealth Advisory, LLC
UNCHANGED
Shares12,718 from 12,718
Change0 (0%)
Value$349.4K (-$2.9K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares12,682 from 12,682
Change0 (0%)
Value$348.4K (-$2.9K)
Filed 2026-11-02
Florida Trust Wealth Management Co
UNCHANGED
Shares12,659 from 12,659
Change0 (0%)
Value$347.7K (-$2.9K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares12,654 from 12,919
Change-265 (-2%)
Value$347.6K (-$10.3K)
Filed 2026-10-07
Shearwater Capital LLC
DECREASED
Shares12,576 from 13,328
Change-752 (-6%)
Value$345.5K (-$23.7K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares12,561 from 9,591
Change+2,970 (+31%)
Value$345.0K (+$79.4K)
Filed 2026-10-21
BXM Wealth LLC
UNCHANGED
Shares12,541 from 12,541
Change0 (0%)
Value$344.5K (-$2.9K)
Filed 2026-11-03
Addison Advisors LLC
UNCHANGED
Shares12,491 from 12,491
Change0 (0%)
Value$343.1K (-$2.9K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares12,468 from 12,452
Change+16 (+0%)
Value$342.5K (-$2.4K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares12,365 from 12,066
Change+299 (+2%)
Value$339.7K (+$5.4K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares12,269 from 14,005
Change-1,736 (-12%)
Value$337.0K (-$50.9K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares12,248 from 12,313
Change-65 (-1%)
Value$336.5K (-$4.6K)
Filed 2026-10-14
Aquire Wealth Advisors, LLC
INCREASED
Shares12,128 from 11,961
Change+167 (+1%)
Value$333.2K (+$1.8K)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares12,034 from 12,034
Change0 (0%)
Value$330.6K (-$2.8K)
Filed 2026-10-21
BOS Asset Management, LLC
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$329.1K (-$2.8K)
Filed 2026-10-09
Stonebridge Financial Group, LLC
INCREASED
Shares11,970 from 11,864
Change+106 (+1%)
Value$328.8K (+$183)
Filed 2026-10-01
Cynosure Group, LLC
UNCHANGED
Shares11,838 from 11,838
Change0 (0%)
Value$325.2K (-$2.7K)
Filed 2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED
Shares11,824 from 14,037
Change-2,213 (-16%)
Value$324.8K (-$64.0K)
Filed 2026-10-27
HBW Advisory Services LLC
INCREASED
Shares11,794 from 9,123
Change+2,671 (+29%)
Value$324.0K (+$71.3K)
Filed 2026-10-15
ARK & TLK Investments, LLC
UNCHANGED
Shares11,662 from 11,662
Change0 (0%)
Value$320.4K (-$2.7K)
Filed 2026-10-20
Human Investing LLC
UNCHANGED
Shares11,594 from 11,594
Change0 (0%)
Value$318.5K (-$2.7K)
Filed 2026-10-19
Index Fund Advisors, Inc.
UNCHANGED
Shares11,557 from 11,557
Change0 (0%)
Value$317.5K (-$2.7K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares11,538 from 11,437
Change+101 (+1%)
Value$317 ($0)
Filed 2026-10-02
Prudent Man Investment Management, Inc.
INCREASED
Shares11,526 from 72
Change+11,454 (+15908%)
Value$316.6K (+$314.9K)
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED
Shares11,502 from 11,810
Change-308 (-3%)
Value$316.0K (-$11.2K)
Filed 2026-10-26
Scott Capital Advisors, LLC
INCREASED
Shares11,485 from 11,465
Change+20 (+0%)
Value$313.1K (-$4.5K)
Filed 2026-10-13
Clayton Financial Group LLC
INCREASED
Shares11,476 from 7,854
Change+3,622 (+46%)
Value$315.3K (+$97.7K)
Filed 2026-10-13
Heck Capital Advisors, LLC
UNCHANGED
Shares11,429 from 11,429
Change0 (0%)
Value$314.0K (-$2.6K)
Filed 2026-10-14
White Lighthouse Investment Management Inc.
INCREASED
Shares11,408 from 10,933
Change+475 (+4%)
Value$313.4K (+$10.5K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares11,308 from 11,339
Change-31 (0%)
Value$310.6K (-$3.5K)
Filed 2026-10-16
Global Wealth Strategies & Associates
DECREASED
Shares11,264 from 11,757
Change-493 (-4%)
Value$309.4K (-$16.2K)
Filed 2026-10-02
Redw Wealth LLC
DECREASED
Shares11,251 from 15,067
Change-3,816 (-25%)
Value$309.1K (-$108.3K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares11,243 from 10,063
Change+1,180 (+12%)
Value$308.9K (+$30.1K)
Filed 2026-11-05
Columbia Asset Management
INCREASED
Shares11,208 from 11,203
Change+5 (+0%)
Value$307.9K (-$2.4K)
Filed 2026-10-19
Waterfront Wealth Inc.
DECREASED
Shares11,101 from 11,104
Change-3 (0%)
Value$300.4K (-$5.5K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
UNCHANGED
Shares11,066 from 11,066
Change0 (0%)
Value$305.4K (+$3.4K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
UNCHANGED
Shares11,046 from 11,046
Change0 (0%)
Value$303.4K (-$2.5K)
Filed 2026-10-26
Calamos Advisors LLC
UNCHANGED
Shares10,968 from 10,968
Change0 (0%)
Value$301.3K (-$2.5K)
Filed 2026-11-02
Calamos Wealth Management LLC
UNCHANGED
Shares10,919 from 10,919
Change0 (0%)
Value$299.9K (-$2.5K)
Filed 2026-11-02
LWM Advisors Inc
NEW
Shares10,908
Change+10,908
Value$299.7K
Filed 2026-10-08
RBA Wealth Management, LLC
DECREASED
Shares10,881 from 10,929
Change-48 (0%)
Value$298.9K (-$3.8K)
Filed 2026-10-28
Essex Bank
DECREASED
Shares10,869 from 12,004
Change-1,135 (-9%)
Value$298.5K (-$34.0K)
Filed 2026-10-16
Arta Finance Wealth Management LLC
INCREASED
Shares10,866 from 8,964
Change+1,902 (+21%)
Value$298.5K (+$50.2K)
Filed 2026-10-28
Marathon Strategic Advisors, LLC
UNCHANGED
Shares10,812 from 10,812
Change0 (0%)
Value$297.0K (-$2.5K)
Filed 2026-10-20
Radnor Capital Management, LLC
UNCHANGED
Shares10,768 from 10,768
Change0 (0%)
Value$295.8K (-$2.5K)
Filed 2026-10-23
Rockwood Wealth Management, LLC
INCREASED
Shares10,707 from 9,193
Change+1,514 (+16%)
Value$294.1K (+$39.5K)
Filed 2026-10-27
Summit Investment Advisory Services, LLC
UNCHANGED
Shares10,643 from 10,643
Change0 (0%)
Value$292.4K (-$2.4K)
Filed 2026-11-03
Clarity Wealth Advisors, LLC
UNCHANGED
Shares10,635 from 10,635
Change0 (0%)
Value$292.1K (-$2.4K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED
Shares10,557 from 9,177
Change+1,380 (+15%)
Value$290.0K (+$35.8K)
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares10,507 from 9,239
Change+1,268 (+14%)
Value$288.6K (+$32.7K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares10,501 from 7,915
Change+2,586 (+33%)
Value$288 (-$218.7K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
DECREASED
Shares10,448 from 10,948
Change-500 (-5%)
Value$287.0K (-$16.3K)
Filed 2026-10-27
River's Edge Wealth Management, LLC
DECREASED
Shares10,414 from 10,426
Change-12 (0%)
Value$280.4K (-$6.1K)
Filed 2026-10-19
Security National Bank
UNCHANGED
Shares10,399 from 10,399
Change0 (0%)
Value$285.7K (-$2.4K)
Filed 2026-10-26
Catalyst Financial Partners LLC
NEW
Shares10,385
Change+10,385
Value$285.3K
Filed 2026-11-06
William Mack & Associates, Inc.
INCREASED
Shares10,365 from 10,311
Change+54 (+1%)
Value$284.7K (-$888)
Filed 2026-10-27
Madison Park Capital Advisors, LLC
UNCHANGED
Shares10,319 from 10,319
Change0 (0%)
Value$283.5K (-$2.4K)
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares10,275 from 10,337
Change-62 (-1%)
Value$282.3K (-$4.1K)
Filed 2026-10-27
Palacios Wealth Management, LLC
NEW
Shares10,260
Change+10,260
Value$281.8K
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares10,185 from 2,635
Change+7,550 (+287%)
Value$279.8K (+$206.8K)
Filed 2026-10-28
Bigelow Investment Advisors, LLC
DECREASED
Shares10,173 from 12,744
Change-2,571 (-20%)
Value$279.5K (-$73.6K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares10,151 from 10,151
Change0 (0%)
Value$278.8K (-$2.3K)
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares10,072 from 10,072
Change0 (0%)
Value$276.7K (-$2.3K)
Filed 2026-11-03
Patten & Patten Inc
INCREASED
Shares10,014 from 8,959
Change+1,055 (+12%)
Value$275.1K (+$26.9K)
Filed 2026-10-26
Capital City Trust Co
UNCHANGED
Shares10,005 from 10,005
Change0 (0%)
Value$274.8K (-$2.3K)
Filed 2026-10-22
Glaxis Capital Management, LLC
DECREASED
Shares10,000 from 26,000
Change-16,000 (-62%)
Value$274.7K (-$445.5K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$274.7K (-$2.3K)
Filed 2026-10-20
SLT Holdings LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$274.7K (-$2.3K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED
Shares9,945 from 8,818
Change+1,127 (+13%)
Value$273.2K (+$28.9K)
Filed 2026-11-03
Morton Capital Management LLC
UNCHANGED
Shares9,943 from 9,943
Change0 (0%)
Value$273.1K (-$2.3K)
Filed 2026-10-23
Level Wealth Management LLC
NEW
Shares9,874
Change+9,874
Value$271.2K
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares9,874 from 9,777
Change+97 (+1%)
Value$272.5K (+$1.7K)
Filed 2026-10-21
J. L. Bainbridge & Co., Inc.
DECREASED
Shares9,738 from 11,191
Change-1,453 (-13%)
Value$267.5K (-$42.5K)
Filed 2026-10-20
Forza Wealth Management, LLC
UNCHANGED
Shares9,634 from 9,634
Change0 (0%)
Value$264.6K (-$2.2K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
UNCHANGED
Shares9,616 from 9,616
Change0 (0%)
Value$264.1K (-$2.2K)
Filed 2026-10-09
Old Port Advisors
DECREASED
Shares9,590 from 10,590
Change-1,000 (-9%)
Value$263.4K (-$29.9K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares9,568 from 9,412
Change+156 (+2%)
Value$262.8K (+$2.1K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares9,567 from 9,567
Change0 (0%)
Value$262.8K (-$2.2K)
Filed 2026-10-19
Northern Lights Advisors, Inc.
UNCHANGED
Shares9,551 from 9,551
Change0 (0%)
Value$262.4K (-$2.2K)
Filed 2026-10-21
First Interstate Bank
UNCHANGED
Shares9,446 from 9,446
Change0 (0%)
Value$259.5K (-$2.2K)
Filed 2026-10-23
McClarren Financial Advisors, Inc.
NEW
Shares9,384
Change+9,384
Value$257.8K
Filed 2026-10-15
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares9,378 from 9,378
Change0 (0%)
Value$257.6K (-$2.2K)
Filed 2026-10-13
Manchester Financial Inc
DECREASED
Shares9,220 from 9,757
Change-537 (-5%)
Value$253.3K (-$17.0K)
Filed 2026-10-15
Stephenson & Company, Inc.
UNCHANGED
Shares9,207 from 9,207
Change0 (0%)
Value$252.9K (-$2.1K)
Filed 2026-10-30
Mindset Wealth Management, LLC
NEW
Shares9,193
Change+9,193
Value$252.5K
Filed 2026-10-19
Tritonpoint Wealth, LLC
DECREASED
Shares9,189 from 10,392
Change-1,203 (-12%)
Value$252.4K (-$35.4K)
Filed 2026-10-19
Interchange Capital Partners, LLC
INCREASED
Shares9,123 from 8,720
Change+403 (+5%)
Value$250.6K (+$9.1K)
Filed 2026-10-28
Briggs Wealth Management, Inc
UNCHANGED
Shares9,115 from 9,115
Change0 (0%)
Value$250.4K (-$2.1K)
Filed 2026-10-26
Weatherly Asset Management L. P.
UNCHANGED
Shares9,111 from 9,111
Change0 (0%)
Value$250.3K (-$2.1K)
Filed 2026-10-20
Centennial Advisors, LLC
NEW
Shares9,087
Change+9,087
Value$249.6K
Filed 2026-10-21
Keystone Wealth Services, LLC
DECREASED
Shares9,064 from 9,575
Change-511 (-5%)
Value$250.7K (-$14.5K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares9,041 from 9,257
Change-216 (-2%)
Value$248.4K (-$8.0K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares9,034 from 9,034
Change0 (0%)
Value$248.2K (-$2.1K)
Filed 2026-10-05
Dahring | Cusmano LLC
DECREASED
Shares9,031 from 9,351
Change-320 (-3%)
Value$248.1K (-$10.9K)
Filed 2026-11-03
Peterson Wealth Advisors, LLC
INCREASED
Shares9,010 from 8,960
Change+50 (+1%)
Value$247.5K (-$707)
Filed 2026-10-08
Woodside Wealth Management LLC
UNCHANGED
Shares9,010 from 9,010
Change0 (0%)
Value$247.5K (-$2.1K)
Filed 2026-10-16
Linscomb Wealth, Inc.
UNCHANGED
Shares9,005 from 9,005
Change0 (0%)
Value$247.4K (-$2.1K)
Filed 2026-11-05
Argos Wealth Advisors, LLC
UNCHANGED
Shares8,990 from 8,990
Change0 (0%)
Value$247.0K (-$2.1K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
DECREASED
Shares8,988 from 9,812
Change-824 (-8%)
Value$246.0K (-$25.8K)
Filed 2026-11-02
Lazari Capital Management, Inc.
DECREASED
Shares8,976 from 9,194
Change-218 (-2%)
Value$246.6K (-$8.1K)
Filed 2026-10-20
BostonPremier Wealth LLC
INCREASED
Shares8,898 from 8,319
Change+579 (+7%)
Value$244.4K (+$14.0K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
UNCHANGED
Shares8,877 from 8,877
Change0 (0%)
Value$243.8K (-$2.0K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares8,842 from 8,402
Change+440 (+5%)
Value$242.9K (+$10.2K)
Filed 2026-10-19
One Way Holdings LLC
DECREASED
Shares8,719 from 8,748
Change-29 (0%)
Value$239.5K (-$2.8K)
Filed 2026-10-29
Principle Wealth Partners LLC
NEW
Shares8,673
Change+8,673
Value$238.3K
Filed 2026-11-02
Parkshore Wealth Management, Inc.
DECREASED
Shares8,650 from 8,695
Change-45 (-1%)
Value$237.6K (-$3.2K)
Filed 2026-10-13
Kwmg, LLC
DECREASED
Shares8,617 from 8,829
Change-212 (-2%)
Value$236.7K (-$7.9K)
Filed 2026-10-07
Clear Point Advisors Inc.
INCREASED
Shares8,593 from 8,562
Change+31 (+0%)
Value$236.1K (-$1.1K)
Filed 2026-10-30
Stage Harbor Financial, LLC
UNCHANGED
Shares8,593 from 8,593
Change0 (0%)
Value$236.1K (-$2.0K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
DECREASED
Shares8,589 from 8,913
Change-324 (-4%)
Value$235.9K (-$11.0K)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares8,558 from 8,558
Change0 (0%)
Value$235.1K (-$2.0K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED
Shares8,558 from 8,558
Change0 (0%)
Value$235.1K (+$1.0K)
Filed 2026-10-29
Financial Management Network Inc
UNCHANGED
Shares8,542 from 8,542
Change0 (0%)
Value$235.6K (+$4.9K)
Filed 2026-10-09
Crumly & Associates Inc.
UNCHANGED
Shares8,526 from 8,526
Change0 (0%)
Value$234.2K (-$2.0K)
Filed 2026-10-07
Grant Private Wealth Management Inc
INCREASED
Shares8,502 from 7,654
Change+848 (+11%)
Value$233.6K (+$21.5K)
Filed 2026-10-19
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares8,459 from 8,459
Change0 (0%)
Value$232.4K (-$1.9K)
Filed 2026-10-15
HMV Wealth Advisors, LLC
INCREASED
Shares8,441 from 8,160
Change+281 (+3%)
Value$231.9K (+$5.8K)
Filed 2026-10-27
Silverlake Wealth Management LLC
UNCHANGED
Shares8,419 from 8,419
Change0 (0%)
Value$231.3K (-$1.9K)
Filed 2026-10-21
Fortem Financial Group, LLC
UNCHANGED
Shares8,409 from 8,409
Change0 (0%)
Value$231.0K (-$1.9K)
Filed 2026-10-20
Xena Financial Planning, LLC
UNCHANGED
Shares8,368 from 8,368
Change0 (0%)
Value$229.9K (-$1.9K)
Filed 2026-10-13
One Day In July LLC
NEW
Shares8,354
Change+8,354
Value$229.5K
Filed 2026-10-30
Traveka Wealth, LLC
UNCHANGED
Shares8,340 from 8,340
Change0 (0%)
Value$229.1K (-$1.9K)
Filed 2026-10-19
Cypress Financial Planning LLC
INCREASED
Shares8,338 from 8,005
Change+333 (+4%)
Value$229.0K (+$7.3K)
Filed 2026-10-09
Financial Symmetry Inc
INCREASED
Shares8,292 from 8,288
Change+4 (+0%)
Value$227.8K (-$1.8K)
Filed 2026-10-06
VestGen Advisors, LLC
INCREASED
Shares8,254 from 8,041
Change+213 (+3%)
Value$226.7K (+$4.0K)
Filed 2026-10-27
Keenan, LLC
INCREASED
Shares8,215 from 7,910
Change+305 (+4%)
Value$225.7K (+$6.6K)
Filed 2026-10-23
Gibbs Wealth Management
NEW
Shares8,158
Change+8,158
Value$224.1K
Filed 2026-10-22
Fortis Group Advisors, LLC
INCREASED
Shares8,147 from 7,309
Change+838 (+11%)
Value$219.8K (+$17.3K)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
UNCHANGED
Shares8,104 from 8,104
Change0 (0%)
Value$222.6K (-$1.9K)
Filed 2026-10-14
GW Henssler & Associates LTD
INCREASED
Shares8,102 from 7,994
Change+108 (+1%)
Value$222.6K (+$1.1K)
Filed 2026-10-26
Global Assets Advisory, LLC
DECREASED
Shares8,060 from 8,260
Change-200 (-2%)
Value$222.6K (-$3.3K)
Filed 2026-10-28
Maltin Wealth Management, Inc.
UNCHANGED
Shares8,058 from 8,058
Change0 (0%)
Value$221.3K (-$1.9K)
Filed 2026-10-13
MKD Wealth Coaches, LLC
INCREASED
Shares8,016 from 7,859
Change+157 (+2%)
Value$220.2K (+$2.5K)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares8,006
Change+8,006
Value$219.9K
Filed 2026-11-04
Grandview Asset Management LLC
DECREASED
Shares7,976 from 10,220
Change-2,244 (-22%)
Value$219.1K (-$64.0K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares7,970 from 7,970
Change0 (0%)
Value$218.9K (-$1.8K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares7,961 from 7,310
Change+651 (+9%)
Value$218.7K (+$16.2K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
INCREASED
Shares7,961 from 7,842
Change+119 (+2%)
Value$216.1K (-$1.2K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares7,906 from 7,906
Change0 (0%)
Value$217.2K (-$1.8K)
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares7,900 from 12,961
Change-5,061 (-39%)
Value$217.0K (-$142.0K)
Filed 2026-10-27
Commons Capital, LLC
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$214.4K (-$1.8K)
Filed 2026-11-05
Fortune Financial Group, Inc.
DECREASED
Shares7,793 from 8,707
Change-914 (-10%)
Value$214.1K (-$27.1K)
Filed 2026-10-22
Gateway Investment Advisers LLC
NEW
Shares7,736
Change+7,736
Value$212.5K
Filed 2026-10-13
Total Investment Management Inc
UNCHANGED
Shares7,728 from 7,728
Change0 (0%)
Value$212.3K (+$309)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares7,680 from 8,072
Change-392 (-5%)
Value$211.0K (-$12.6K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
NEW
Shares7,670
Change+7,670
Value$210.7K
Filed 2026-10-20
Paragon Capital Management Ltd
UNCHANGED
Shares7,644 from 7,644
Change0 (0%)
Value$210.0K (-$1.8K)
Filed 2026-10-09
Breakwater Capital Group
NEW
Shares7,629
Change+7,629
Value$209.6K
Filed 2026-10-09
Wedgewood Investors Inc
UNCHANGED
Shares7,608 from 7,608
Change0 (0%)
Value$209.0K (-$1.8K)
Filed 2026-10-28
Strategic Blueprint, LLC
NEW
Shares7,604
Change+7,604
Value$208.9K
Filed 2026-10-22
Wavvest Wealth LLC
NEW
Shares7,561
Change+7,561
Value$207.7K
Filed 2026-10-21
Summit Wealth Group LLC / Co
NEW
Shares7,549
Change+7,549
Value$207.4K
Filed 2026-10-29
Foundation Wealth Management, LLC
NEW
Shares7,512
Change+7,512
Value$206.4K
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares7,501 from 7,496
Change+5 (+0%)
Value$206.1K (-$1.6K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares7,493
Change+7,493
Value$205.8K
Filed 2026-10-28
Connecticut Wealth Management, LLC
NEW
Shares7,487
Change+7,487
Value$205.7K
Filed 2026-10-13
LFG Wealth Partners, LLC
DECREASED
Shares7,378 from 11,025
Change-3,647 (-33%)
Value$202.7K (-$102.7K)
Filed 2026-10-28
Compass Planning Associates Inc
UNCHANGED
Shares7,372 from 7,372
Change0 (0%)
Value$202.5K (-$1.7K)
Filed 2026-10-13
SeedSafe Financial LLC
UNCHANGED
Shares7,364 from 7,364
Change0 (0%)
Value$202.3K (-$1.7K)
Filed 2026-11-02
Redwood Financial Network Corp
NEW
Shares7,357
Change+7,357
Value$202.1K
Filed 2026-11-03
Foundry Financial LLC
NEW
Shares7,336
Change+7,336
Value$201.5K
Filed 2026-10-16
BAM Wealth Management, LLC
UNCHANGED
Shares7,314 from 7,314
Change0 (0%)
Value$200.9K (-$1.7K)
Filed 2026-10-15
Saxon Interests, Inc.
UNCHANGED
Shares7,302 from 7,302
Change0 (0%)
Value$200.6K (-$1.7K)
Filed 2026-10-26
Sepio Capital, LP
NEW
Shares7,297
Change+7,297
Value$200.5K
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares7,198 from 7,198
Change0 (0%)
Value$197.7K (-$1.7K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares7,013 from 717
Change+6,296 (+878%)
Value$192.6K (+$172.8K)
Filed 2026-11-05
Align Financial, LLC
INCREASED
Shares6,924 from 3,983
Change+2,941 (+74%)
Value$190.2K (+$79.9K)
Filed 2026-10-16
Trust Co of Toledo NA
UNCHANGED
Shares6,778 from 6,778
Change0 (0%)
Value$186.2K (-$1.6K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares6,717 from 6,717
Change0 (0%)
Value$184.5K (-$1.5K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares6,532 from 6,532
Change0 (0%)
Value$179.4K (-$1.5K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
DECREASED
Shares6,521 from 7,204
Change-683 (-9%)
Value$179.1K (-$20.4K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares6,446
Change+6,446
Value$177.1K
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares5,922 from 5,922
Change0 (0%)
Value$162.7K (-$1.4K)
Filed 2026-11-04
Noble Wealth Management PBC
DECREASED
Shares5,772 from 5,919
Change-147 (-2%)
Value$158.6K (-$5.4K)
Filed 2026-10-01
Balentine LLC
INCREASED
Shares5,500 from 3,778
Change+1,722 (+46%)
Value$151.1K (+$46.4K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares5,441 from 5,441
Change0 (0%)
Value$149.5K (-$1.3K)
Filed 2026-10-22
Lodestone Wealth Management LLC
INCREASED
Shares5,256 from 5,218
Change+38 (+1%)
Value$144.4K (-$160)
Filed 2026-10-14
Fairman Group, LLC
UNCHANGED
Shares5,254 from 5,254
Change0 (0%)
Value$144.3K (-$1.2K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,913 from 4,913
Change0 (0%)
Value$135.0K (-$1.1K)
Filed 2026-10-21
Activest Wealth Management
DECREASED
Shares4,835 from 4,920
Change-85 (-2%)
Value$132.8K (-$3.5K)
Filed 2026-10-15
Burk Holdings LLC
DECREASED
Shares4,814 from 4,818
Change-4 (0%)
Value$132.2K (-$1.2K)
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares4,768 from 4,768
Change0 (0%)
Value$131.0K (-$1.1K)
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares4,490 from 339
Change+4,151 (+1224%)
Value$123.4K (+$114.0K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares4,400 from 3,986
Change+414 (+10%)
Value$120.9K (+$10.5K)
Filed 2026-10-20
NorthAvenue LLC
DECREASED
Shares4,221 from 4,488
Change-267 (-6%)
Value$116.0K (-$8.4K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares4,184 from 3,406
Change+778 (+23%)
Value$115.0K (+$20.6K)
Filed 2026-10-23
Richardson Capital Management LLC
DECREASED
Shares4,158 from 4,256
Change-98 (-2%)
Value$114.2K (-$3.7K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
NEW
Shares4,099
Change+4,099
Value$112.6K
Filed 2026-11-03
Whipplewood Advisors, LLC
UNCHANGED
Shares4,056 from 4,056
Change0 (0%)
Value$111.4K (-$933)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$107 (-$107.9K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares3,838
Change+3,838
Value$105.5K
Filed 2026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$101.4K (-$849)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,619 from 3,619
Change0 (0%)
Value$99.4K (-$832)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,596 from 3,596
Change0 (0%)
Value$98 (-$90.9K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares3,545 from 3,694
Change-149 (-4%)
Value$97.4K (-$4.9K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares3,412 from 2,848
Change+564 (+20%)
Value$93.7K (+$14.8K)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$93.0K (-$779)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,350 from 1,325
Change+2,025 (+153%)
Value$92.0K (+$55.3K)
Filed 2026-11-02
Ares Financial Consulting, LLC
DECREASED
Shares3,334 from 8,467
Change-5,133 (-61%)
Value$91.6K (-$142.9K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares3,260 from 2,974
Change+286 (+10%)
Value$89.6K (+$7.2K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$86.6K (-$724)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,987 from 2,096
Change+891 (+43%)
Value$82.2K (+$24.6K)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares2,978 from 2,978
Change0 (0%)
Value$81.8K (-$684)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
NEW
Shares2,915
Change+2,915
Value$80.1K
Filed 2026-10-05
Reap Financial Group, LLC
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$79.4K (-$665)
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$77.7K (-$651)
Filed 2026-10-19
PFC Capital Group, Inc.
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$74.7K (-$271)
Filed 2026-11-06
SBK Financial, Inc.
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$74.6K (-$625)
Filed 2026-11-02
West Branch Capital LLC
UNCHANGED
Shares2,706 from 2,706
Change0 (0%)
Value$74.3K (-$623)
Filed 2026-10-20
Bank of New Hampshire
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$72.4K (-$607)
Filed 2026-10-06
Acumen Wealth Advisors, LLC
UNCHANGED
Shares2,548 from 2,548
Change0 (0%)
Value$70.0K (-$586)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$67.5K (-$566)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares2,442
Change+2,442
Value$67.1K
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$67.0K (-$561)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$65.7K (-$549)
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$63.6K (-$532)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares2,213
Change+2,213
Value$60.3K
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares2,194 from 4,877
Change-2,683 (-55%)
Value$60.3K (-$74.8K)
Filed 2026-11-06
Friedenthal Financial
INCREASED
Shares2,171 from 722
Change+1,449 (+201%)
Value$59.6K (+$39.6K)
Filed 2026-10-27
Maseco LLP
NEW
Shares2,140
Change+2,140
Value$58.7K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares2,101 from 2,101
Change0 (0%)
Value$57.7K (-$483)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares2,051 from 653
Change+1,398 (+214%)
Value$56.3K (+$38.3K)
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$56.3K (-$471)
Filed 2026-10-27
MTM Investment Management, LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$55.1K (-$462)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$54.0K (-$451)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$53.2K (-$445)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares1,850
Change+1,850
Value$50.8K
Filed 2026-10-27
Main Street Group, LTD
INCREASED
Shares1,814 from 1,723
Change+91 (+5%)
Value$49.8K (+$2.1K)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$47.3K (-$396)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares1,684 from 804
Change+880 (+109%)
Value$46.3K (+$24.0K)
Filed 2026-10-23
RMG Wealth Management LLC
UNCHANGED
Shares1,664 from 1,664
Change0 (0%)
Value$44.7K (-$2.6K)
Filed 2026-10-26
Financial Perspectives, Inc
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$45.4K (-$380)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$44.5K (+$33)
Filed 2026-10-29
Farmers & Merchants Investments Inc
NEW
Shares1,582
Change+1,582
Value$43.5K
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares1,558 from 1,449
Change+109 (+8%)
Value$42.8K (+$2.7K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares1,554 from 1,542
Change+12 (+1%)
Value$42.7K (-$25)
Filed 2026-10-09
Vestor Capital, LLC
NEW
Shares1,553
Change+1,553
Value$396
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares1,537 from 2,174
Change-637 (-29%)
Value$42.2K (-$18.0K)
Filed 2026-11-05
Montgomery Financial Services LLC
NEW
Shares1,410
Change+1,410
Value$38.7K
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$37.2K (-$311)
Filed 2026-10-02
PFS Partners, LLC
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$36.3K (-$303)
Filed 2026-10-21
Syntax Research, Inc.
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$36.0K (-$302)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$34.3K (-$287)
Filed 2026-11-04
Wealth Analytics Partners, LLC
NEW
Shares1,238
Change+1,238
Value$34.0K
Filed 2026-10-19
Godsey & Gibb, Inc
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$33.8K (-$283)
Filed 2026-10-14
Financial Freedom, LLC
NEW
Shares1,200
Change+1,200
Value$33.0K
Filed 2026-11-06
Pillar Financial Advisors, LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$32.3K (-$270)
Filed 2026-10-21
Archer Investment Corp
INCREASED
Shares1,144 from 284
Change+860 (+303%)
Value$31.4K (+$23.6K)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$30.7K (-$507)
Filed 2026-10-06
Oakworth Capital, Inc.
DECREASED
Shares1,114 from 2,551
Change-1,437 (-56%)
Value$30.6K (-$39.0K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$27 ($0)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$26.4K (-$221)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$25.6K (-$214)
Filed 2026-10-28
Your Advocates Ltd., LLP
DECREASED
Shares865 from 1,024
Change-159 (-16%)
Value$23.8K (-$4.6K)
Filed 2026-11-03
MV Capital Management, Inc.
NEW
Shares812
Change+812
Value$22.3K
Filed 2026-10-29
Alpine Bank Wealth Management
NEW
Shares800
Change+800
Value$22.0K
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$21.6K (-$181)
Filed 2026-10-16
Costello Asset Management, Inc
DECREASED
Shares730 from 988
Change-258 (-26%)
Value$20.0K (-$7.3K)
Filed 2026-10-30
Investors Research Corp
DECREASED
Shares729 from 1,458
Change-729 (-50%)
Value$20.0K (-$20.4K)
Filed 2026-10-07
Next Level Wealth Planning, LLC
NEW
Shares681
Change+681
Value$18.7K
Filed 2026-10-29
United Financial Planning Group LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$18.6K (-$156)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares639
Change+639
Value$17.6K
Filed 2026-11-04
Contravisory Investment Management, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$17.6K (-$147)
Filed 2026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$17.5K (-$147)
Filed 2026-10-09
Lanark Financial, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$16.5K (-$138)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares592
Change+592
Value$16.3K
Filed 2026-10-27
Montag A & Associates Inc
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$16.1K (-$135)
Filed 2026-10-29
Blume Capital Management, Inc.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$16.0K (-$133)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$14.5K (+$14.5K)
Filed 2026-11-06
Concord Wealth Partners
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$14.3K (-$120)
Filed 2026-11-02
Essential Investment Partners LLC
NEW
Shares516
Change+516
Value$14.2K
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$13.9K (-$117)
Filed 2026-10-19
Peachtree Investment Partners, LLC
DECREASED
Shares486 from 1,436
Change-950 (-66%)
Value$13.4K (-$26.4K)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares461 from 191
Change+270 (+141%)
Value$12.7K (+$7.4K)
Filed 2026-11-03
City State Bank
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$12.4K (-$103)
Filed 2026-10-20
Trust Co
DECREASED
Shares436 from 480
Change-44 (-9%)
Value$12.0K (-$1.3K)
Filed 2026-10-09
Reyes Financial Architecture, Inc.
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$11.9K (-$99)
Filed 2026-10-22
DeDora Capital, Inc.
NEW
Shares419
Change+419
Value$11.5K
Filed 2026-10-26
GoalVest Advisory LLC
NEW
Shares414
Change+414
Value$11.4K
Filed 2026-10-02
Horrell Capital Management, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$10.7K (-$90)
Filed 2026-10-08
West Financial Advisors, LLC
INCREASED
Shares384 from 279
Change+105 (+38%)
Value$10.6K (+$2.8K)
Filed 2026-10-22
Wilkerson Advisory Group LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$10.5K (-$87)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$10.3K (-$86)
Filed 2026-10-16
Valued Wealth Advisors LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$10.1K (-$85)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$9.5K (-$79)
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$8.6K (-$72)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$7.9K (-$66)
Filed 2026-10-14
Beacon Financial Strategies Corp
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$7.1K (-$59)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$7.0K (-$58)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$6.9K (-$57)
Filed 2026-11-03
Western Pacific Wealth Management, LP
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$6.8K (-$57)
Filed 2026-10-16
Towne Trust Company, N.a
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$6.6K (-$55)
Filed 2026-10-28
Buck Wealth Strategies, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$6.5K (-$55)
Filed 2026-10-28
Community Bank, N.A.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$6.5K (-$57)
Filed 2026-11-06
Quaker Wealth Management, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$6.3K (-$53)
Filed 2026-10-22
Hager Investment Management Services, LLC
NEW
Shares220
Change+220
Value$6.0K
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares218
Change+218
Value$6.0K
Filed 2026-10-22
Atmos Advisory, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$5.9K (-$49)
Filed 2026-10-06
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$5.8K (-$48)
Filed 2026-10-19
Gen-Wealth Partners Inc
NEW
Shares211
Change+211
Value$5.8K
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.5K (-$46)
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.5K (-$46)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares176 from 175
Change+1 (+1%)
Value$4.8K (-$22)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$4.8K (-$41)
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$4.8K (-$40)
Filed 2026-11-04
RHL Group, LLC
DECREASED
Shares156 from 181
Change-25 (-14%)
Value$4.3K (-$783)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$4.1K (+$26)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares146 from 164
Change-18 (-11%)
Value$4.0K (-$532)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$3.4K (-$28)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares122
Change+122
Value$3.3K
Filed 2026-10-27
American Capital Advisory, LLC
NEW
Shares96
Change+96
Value$2.6K
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.5K (-$21)
Filed 2026-10-05
Wagner Wealth Management, LLC
INCREASED
Shares76 from 37
Change+39 (+105%)
Value$2.1K (+$1.1K)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares75 from 52
Change+23 (+44%)
Value$2.1K (+$619)
Filed 2026-11-02
Townsend Asset Management Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.9K (-$16)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares68 from 20,923
Change-20,855 (-100%)
Value$1.9K (-$577.7K)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.7K (-$43)
Filed 2026-10-16
IMG Wealth Management, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$1.7K (-$14)
Filed 2026-10-27
Beacon Capital Management, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.0K (-$9)
Filed 2026-10-13
Blueline Advisors LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$987 (-$8)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$660 (-$5)
Filed 2026-10-07
Bokf, NA
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$604 (-$5)
Filed 2026-10-27
Miller Global Investments, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$440 (-$3)
Filed 2026-10-02
Hughes Financial Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$274 (-$3)
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares1
Change+1
Value$27
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares1 from 185
Change-184 (-99%)
Value$27 (-$5.1K)
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 89,530
Change-89,530 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
FDx Advisors, Inc.
CLOSED
Shares0 from 58,759
Change-58,759 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Associated Banc-Corp
CLOSED
Shares0 from 23,526
Change-23,526 (-100%)
Value$0 (-$651.7K)
Filed 2026-10-30
Flaharty Asset Management, LLC
CLOSED
Shares0 from 20,390
Change-20,390 (-100%)
Value$0 (-$560.1K)
Filed 2026-11-02
Everett Harris & Co
CLOSED
Shares0 from 20,356
Change-20,356 (-100%)
Value$0 (-$563.9K)
Filed 2026-10-28
DDD Partners, LLC
CLOSED
Shares0 from 18,774
Change-18,774 (-100%)
Value$0 (-$520.0K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 10,861
Change-10,861 (-100%)
Value$0 (-$300.9K)
Filed 2026-10-16
TritonPoint Partners, LLC
CLOSED
Shares0 from 10,444
Change-10,444 (-100%)
Value$0 (-$289.3K)
Filed 2026-11-05
Country Trust Bank
CLOSED
Shares0 from 10,431
Change-10,431 (-100%)
Value$0 (-$288.9K)
Filed 2026-10-30
Strategic Equity Management
CLOSED
Shares0 from 10,094
Change-10,094 (-100%)
Value$0 (-$279.6K)
Filed 2026-11-04
Brady Family Wealth, LLC
CLOSED
Shares0 from 9,965
Change-9,965 (-100%)
Value$0 (-$276.0K)
Filed 2026-11-02
Austin Asset Management Co Inc
CLOSED
Shares0 from 9,699
Change-9,699 (-100%)
Value$0 (-$268.7K)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 9,235
Change-9,235 (-100%)
Value$0 (-$255.8K)
Filed 2026-10-14
Capital Planning LLC
CLOSED
Shares0 from 9,211
Change-9,211 (-100%)
Value$0 (-$255.1K)
Filed 2026-10-09
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 8,879
Change-8,879 (-100%)
Value$0 (-$245.9K)
Filed 2026-11-05
Intrua Financial, LLC
CLOSED
Shares0 from 8,458
Change-8,458 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-28
Squire Investment Management Company, LLC
CLOSED
Shares0 from 8,416
Change-8,416 (-100%)
Value$0 (-$233.1K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
CLOSED
Shares0 from 8,202
Change-8,202 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 7,600
Change-7,600 (-100%)
Value$0 (-$210.5K)
Filed 2026-11-03
Curran Financial Partners, LLC
CLOSED
Shares0 from 7,561
Change-7,561 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-04
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 7,370
Change-7,370 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-23
Wealth Management Nebraska
CLOSED
Shares0 from 7,356
Change-7,356 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-26
RIA Advisory Group LLC
CLOSED
Shares0 from 7,332
Change-7,332 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-15
SwitchPoint Financial Planning, LLC
CLOSED
Shares0 from 7,260
Change-7,260 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 7,259
Change-7,259 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$169.0K)
Filed 2026-10-15
Atlatl Advisers LLC
CLOSED
Shares0 from 5,024
Change-5,024 (-100%)
Value$0 (-$139.2K)
Filed 2026-10-22
Tucker Asset Management LLC
CLOSED
Shares0 from 3,596
Change-3,596 (-100%)
Value$0 (-$99.6K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 3,438
Change-3,438 (-100%)
Value$0 (-$95.2K)
Filed 2026-10-29
Caldwell Trust Co
CLOSED
Shares0 from 2,922
Change-2,922 (-100%)
Value$0 (-$80.9K)
Filed 2026-10-30
Tsfg, LLC
CLOSED
Shares0 from 1,756
Change-1,756 (-100%)
Value$0 (-$49.0K)
Filed 2026-10-23
CrossGen Wealth, LLC
CLOSED
Shares0 from 1,174
Change-1,174 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-30
True Wealth Design, LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$20)
Filed 2026-10-20
Northwestern Mutual Wealth Management Co
N/A
Shares— from 309,394,253
Change-309,394,253 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 182,562,625
Change-182,562,625 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 147,700,825
Change-147,700,825 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 116,784,490
Change-116,784,490 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,613,963
Change-21,613,963 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,561,168
Change-20,561,168 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,104,671
Change-16,104,671 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,429,498
Change-12,429,498 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,281,905
Change-12,281,905 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,939,617
Change-10,939,617 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,888,149
Change-9,888,149 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,681,325
Change-9,681,325 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,707,217
Change-8,707,217 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,384,337
Change-7,384,337 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,217,108
Change-7,217,108 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,459,959
Change-6,459,959 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,255,699
Change-6,255,699 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,136,423
Change-6,136,423 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,018,421
Change-6,018,421 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,839,755
Change-5,839,755 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,800,672
Change-5,800,672 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,495,563
Change-5,495,563 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,052,773
Change-5,052,773 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,726,608
Change-4,726,608 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,686,426
Change-4,686,426 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,208,170
Change-4,208,170 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,087,794
Change-4,087,794 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,001,948
Change-4,001,948 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,819,433
Change-3,819,433 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,779,494
Change-3,779,494 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,734,576
Change-3,734,576 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,505,556
Change-3,505,556 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,341,132
Change-3,341,132 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,260,047
Change-3,260,047 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,171,782
Change-3,171,782 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,170,679
Change-3,170,679 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,922,796
Change-2,922,796 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,668,192
Change-2,668,192 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,506,255
Change-2,506,255 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,339,155
Change-2,339,155 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,322,186
Change-2,322,186 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 2,172,218
Change-2,172,218 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,079,859
Change-2,079,859 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,969,550
Change-1,969,550 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,874,736
Change-1,874,736 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,835,929
Change-1,835,929 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,798,968
Change-1,798,968 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,748,275
Change-1,748,275 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,585,159
Change-1,585,159 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,570,302
Change-1,570,302 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,301,699
Change-1,301,699 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,273,951
Change-1,273,951 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,192,285
Change-1,192,285 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,191,620
Change-1,191,620 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,175,965
Change-1,175,965 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,167,782
Change-1,167,782 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,162,822
Change-1,162,822 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,118,071
Change-1,118,071 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,096,983
Change-1,096,983 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,081,948
Change-1,081,948 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,075,426
Change-1,075,426 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,070,490
Change-1,070,490 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 1,057,659
Change-1,057,659 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,023,348
Change-1,023,348 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,020,294
Change-1,020,294 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,019,054
Change-1,019,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 993,822
Change-993,822 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 987,722
Change-987,722 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 932,304
Change-932,304 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 915,139
Change-915,139 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 908,606
Change-908,606 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 895,562
Change-895,562 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 871,961
Change-871,961 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 846,536
Change-846,536 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 843,296
Change-843,296 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 840,851
Change-840,851 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 809,456
Change-809,456 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 781,121
Change-781,121 (-100%)
Value—
Invst, LLC
N/A
Shares— from 778,497
Change-778,497 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 762,633
Change-762,633 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 740,599
Change-740,599 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 723,491
Change-723,491 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 720,506
Change-720,506 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 719,235
Change-719,235 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 703,213
Change-703,213 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 697,932
Change-697,932 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 690,596
Change-690,596 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 663,965
Change-663,965 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 659,973
Change-659,973 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 651,760
Change-651,760 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 632,381
Change-632,381 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 630,720
Change-630,720 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 625,305
Change-625,305 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 622,450
Change-622,450 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 620,853
Change-620,853 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 612,176
Change-612,176 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 608,563
Change-608,563 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 604,990
Change-604,990 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 592,237
Change-592,237 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 572,438
Change-572,438 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 559,279
Change-559,279 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 548,347
Change-548,347 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 508,759
Change-508,759 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 500,289
Change-500,289 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 499,990
Change-499,990 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 471,708
Change-471,708 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 455,446
Change-455,446 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 452,428
Change-452,428 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 451,796
Change-451,796 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 449,591
Change-449,591 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 440,361
Change-440,361 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 439,328
Change-439,328 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 413,584
Change-413,584 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 408,074
Change-408,074 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 405,911
Change-405,911 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 405,350
Change-405,350 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 399,736
Change-399,736 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 382,129
Change-382,129 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 382,030
Change-382,030 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 372,825
Change-372,825 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 368,873
Change-368,873 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 352,473
Change-352,473 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 350,640
Change-350,640 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 346,944
Change-346,944 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 343,227
Change-343,227 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 342,413
Change-342,413 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 337,876
Change-337,876 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 330,468
Change-330,468 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 329,496
Change-329,496 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 325,395
Change-325,395 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 323,420
Change-323,420 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 322,547
Change-322,547 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 322,218
Change-322,218 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 307,881
Change-307,881 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 307,609
Change-307,609 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 306,501
Change-306,501 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 293,456
Change-293,456 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 292,965
Change-292,965 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 291,526
Change-291,526 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 280,761
Change-280,761 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 263,014
Change-263,014 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 259,239
Change-259,239 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 251,098
Change-251,098 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 248,778
Change-248,778 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 241,321
Change-241,321 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 240,489
Change-240,489 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 239,147
Change-239,147 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 234,758
Change-234,758 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 231,974
Change-231,974 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 228,382
Change-228,382 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 226,059
Change-226,059 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 221,635
Change-221,635 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 221,464
Change-221,464 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 220,973
Change-220,973 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 219,981
Change-219,981 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 219,705
Change-219,705 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 211,845
Change-211,845 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 211,231
Change-211,231 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 209,550
Change-209,550 (-100%)
Value—
&partners
N/A
Shares— from 208,169
Change-208,169 (-100%)
Value—
Blair William & Co
N/A
Shares— from 204,651
Change-204,651 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 201,831
Change-201,831 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 201,046
Change-201,046 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 200,155
Change-200,155 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 197,190
Change-197,190 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 197,034
Change-197,034 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 193,304
Change-193,304 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 185,351
Change-185,351 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 184,783
Change-184,783 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 183,632
Change-183,632 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 182,499
Change-182,499 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 181,775
Change-181,775 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 180,902
Change-180,902 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 176,470
Change-176,470 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 170,948
Change-170,948 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 167,839
Change-167,839 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 166,618
Change-166,618 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 166,534
Change-166,534 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 165,789
Change-165,789 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 162,570
Change-162,570 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 161,782
Change-161,782 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 161,592
Change-161,592 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 156,818
Change-156,818 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 156,174
Change-156,174 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 155,326
Change-155,326 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 154,246
Change-154,246 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 148,960
Change-148,960 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 148,825
Change-148,825 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 146,968
Change-146,968 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 146,386
Change-146,386 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 146,130
Change-146,130 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 138,082
Change-138,082 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 136,589
Change-136,589 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 135,090
Change-135,090 (-100%)
Value—
Nwam LLC
N/A
Shares— from 130,345
Change-130,345 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 129,636
Change-129,636 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 127,443
Change-127,443 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 126,147
Change-126,147 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 125,262
Change-125,262 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 124,254
Change-124,254 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 124,010
Change-124,010 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 122,753
Change-122,753 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 122,407
Change-122,407 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 121,408
Change-121,408 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 118,460
Change-118,460 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116,715
Change-116,715 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 110,060
Change-110,060 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 109,135
Change-109,135 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 107,988
Change-107,988 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 107,785
Change-107,785 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 107,053
Change-107,053 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 103,655
Change-103,655 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 103,038
Change-103,038 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 102,637
Change-102,637 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 101,990
Change-101,990 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 101,797
Change-101,797 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 101,777
Change-101,777 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 101,472
Change-101,472 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 94,660
Change-94,660 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 92,477
Change-92,477 (-100%)
Value—
Commerce Bank
N/A
Shares— from 91,911
Change-91,911 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 90,666
Change-90,666 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 89,376
Change-89,376 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 87,899
Change-87,899 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 87,445
Change-87,445 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 86,606
Change-86,606 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 84,470
Change-84,470 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 82,965
Change-82,965 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 82,648
Change-82,648 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 82,405
Change-82,405 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 82,395
Change-82,395 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 80,807
Change-80,807 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 79,357
Change-79,357 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 78,688
Change-78,688 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 78,298
Change-78,298 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 78,142
Change-78,142 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 78,038
Change-78,038 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 77,795
Change-77,795 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 77,377
Change-77,377 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 76,741
Change-76,741 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 76,463
Change-76,463 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 74,904
Change-74,904 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 71,969
Change-71,969 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 71,666
Change-71,666 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70,258
Change-70,258 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 69,749
Change-69,749 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 69,016
Change-69,016 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 67,103
Change-67,103 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 66,747
Change-66,747 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 66,421
Change-66,421 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 66,149
Change-66,149 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 65,298
Change-65,298 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 65,267
Change-65,267 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 64,075
Change-64,075 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 63,099
Change-63,099 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 62,860
Change-62,860 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 62,710
Change-62,710 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 62,483
Change-62,483 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 61,034
Change-61,034 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 60,139
Change-60,139 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 59,705
Change-59,705 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 58,678
Change-58,678 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 57,407
Change-57,407 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 56,294
Change-56,294 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 56,072
Change-56,072 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 55,736
Change-55,736 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 55,672
Change-55,672 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 54,788
Change-54,788 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 53,730
Change-53,730 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 51,945
Change-51,945 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 51,458
Change-51,458 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 51,316
Change-51,316 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 50,998
Change-50,998 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 49,242
Change-49,242 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 48,609
Change-48,609 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 48,458
Change-48,458 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 47,975
Change-47,975 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 47,759
Change-47,759 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 46,972
Change-46,972 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 46,244
Change-46,244 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 45,812
Change-45,812 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 45,295
Change-45,295 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 44,581
Change-44,581 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 44,373
Change-44,373 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 43,446
Change-43,446 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 43,347
Change-43,347 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 42,875
Change-42,875 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 42,859
Change-42,859 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 41,979
Change-41,979 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 41,282
Change-41,282 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 40,959
Change-40,959 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 40,624
Change-40,624 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 40,075
Change-40,075 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 39,423
Change-39,423 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 39,244
Change-39,244 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 37,879
Change-37,879 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 37,815
Change-37,815 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 37,744
Change-37,744 (-100%)
Value—
EWA, LLC
N/A
Shares— from 37,101
Change-37,101 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 36,732
Change-36,732 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 36,620
Change-36,620 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 36,418
Change-36,418 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 36,260
Change-36,260 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 34,870
Change-34,870 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 34,816
Change-34,816 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 34,753
Change-34,753 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 33,473
Change-33,473 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 33,295
Change-33,295 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 33,260
Change-33,260 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 32,300
Change-32,300 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 31,798
Change-31,798 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 31,688
Change-31,688 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 31,258
Change-31,258 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 31,002
Change-31,002 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 30,975
Change-30,975 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 30,920
Change-30,920 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 30,737
Change-30,737 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 30,729
Change-30,729 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 30,586
Change-30,586 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 30,273
Change-30,273 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 30,153
Change-30,153 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 30,042
Change-30,042 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 29,862
Change-29,862 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,559
Change-29,559 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 28,816
Change-28,816 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 28,744
Change-28,744 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 28,551
Change-28,551 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 28,050
Change-28,050 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 27,991
Change-27,991 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 27,838
Change-27,838 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 27,781
Change-27,781 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 27,155
Change-27,155 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 26,786
Change-26,786 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 26,752
Change-26,752 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 26,736
Change-26,736 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 26,608
Change-26,608 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 26,454
Change-26,454 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 26,275
Change-26,275 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 26,159
Change-26,159 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 25,903
Change-25,903 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,857
Change-25,857 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,535
Change-25,535 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 25,380
Change-25,380 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 25,084
Change-25,084 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 24,823
Change-24,823 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 24,739
Change-24,739 (-100%)
Value—
Ketron Financial
N/A
Shares— from 24,657
Change-24,657 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 24,646
Change-24,646 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 24,643
Change-24,643 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 24,385
Change-24,385 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 23,681
Change-23,681 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 22,882
Change-22,882 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 22,642
Change-22,642 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 22,504
Change-22,504 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 22,484
Change-22,484 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 21,742
Change-21,742 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 21,275
Change-21,275 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 21,180
Change-21,180 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 20,969
Change-20,969 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 20,713
Change-20,713 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 20,272
Change-20,272 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 19,972
Change-19,972 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 19,889
Change-19,889 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 19,439
Change-19,439 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 19,411
Change-19,411 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,418
Change-18,418 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 18,409
Change-18,409 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 17,928
Change-17,928 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,526
Change-17,526 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
Members Trust Co
N/A
Shares— from 17,308
Change-17,308 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 17,263
Change-17,263 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17,244
Change-17,244 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,622
Change-16,622 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 16,597
Change-16,597 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 16,416
Change-16,416 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 16,396
Change-16,396 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,113
Change-16,113 (-100%)
Value—
American Trust
N/A
Shares— from 16,011
Change-16,011 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,986
Change-15,986 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 15,986
Change-15,986 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 15,717
Change-15,717 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 15,445
Change-15,445 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 15,411
Change-15,411 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 15,119
Change-15,119 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 14,931
Change-14,931 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 14,710
Change-14,710 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 14,505
Change-14,505 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 13,982
Change-13,982 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,733
Change-13,733 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,507
Change-13,507 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 13,185
Change-13,185 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 13,107
Change-13,107 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 12,854
Change-12,854 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,397
Change-12,397 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,395
Change-12,395 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 12,086
Change-12,086 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 12,021
Change-12,021 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 11,560
Change-11,560 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,428
Change-11,428 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 11,282
Change-11,282 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 11,243
Change-11,243 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 11,026
Change-11,026 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
FCA Corp
N/A
Shares— from 10,918
Change-10,918 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 10,721
Change-10,721 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 10,655
Change-10,655 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,498
Change-10,498 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,773
Change-9,773 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,596
Change-9,596 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 9,590
Change-9,590 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,494
Change-9,494 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 9,477
Change-9,477 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 9,289
Change-9,289 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 9,135
Change-9,135 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 8,553
Change-8,553 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,192
Change-8,192 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,066
Change-8,066 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 7,652
Change-7,652 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 7,257
Change-7,257 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Motco
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 747
Change-747 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
EFG International AG
N/A
Shares— from 600
Change-600 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 538
Change-538 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 532
Change-532 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 354
Change-354 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 304
Change-304 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 124
Change-124 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Creative Planning
DECREASED45,032,47346,025,845-993,372-2%$1.3B$1.2B-$37.9M2026-11-02
US Bancorp \de\
DECREASED10,711,31714,444,093-3,732,776-26%$400.1M$294.2M-$105.9M2026-11-05
Orgel Wealth Management, LLC
INCREASED10,014,1639,692,489+321,674+3%$268.5M$275.1M+$6.6M2026-10-14
McAdam, LLC
INCREASED9,526,6159,317,087+209,528+2%$258.1M$261.7M+$3.6M2026-10-21
Fund Evaluation Group, LLC
INCREASED8,282,4644,807,713+3,474,751+72%$133.2M$227.5M+$94.3M2026-11-05
LPL Financial LLC
INCREASED7,731,3487,201,261+530,087+7%$199.5M$212.4M+$12.9M2026-11-06
Avantax Planning Partners, Inc.
INCREASED7,631,6027,624,824+6,778+0%$211.2M$209.6M-$1.6M2026-11-03
Rebalance, LLC
INCREASED7,364,2627,208,057+156,205+2%$199.7M$202.3M+$2.6M2026-10-22
Steele Capital Management, Inc.
DECREASED7,053,6077,056,392-2,7850%$195.8M$193.8M-$2.0M2026-11-02
Gemmer Asset Management LLC
INCREASED6,190,9976,157,146+33,851+1%$170.6M$170.1M-$486.3K2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED5,686,3535,721,529-35,176-1%$158.5M$156.2M-$2.3M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED5,615,9345,538,941+76,993+1%$152.6M$152.1M-$462.2K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED4,164,1894,325,445-161,256-4%$119.8M$114.4M-$5.4M2026-10-20
Charles Schwab Trust Co
INCREASED3,882,9483,879,207+3,741+0%$107.5M$106.7M-$789.5K2026-10-15
Choreo, LLC
DECREASED3,189,3733,474,533-285,160-8%$96.2M$87.6M-$8.6M2026-10-28
Oarsman Capital, Inc.
INCREASED3,102,8793,037,490+65,389+2%$84.1M$85.2M+$1.1M2026-11-05
AlphaCore Capital LLC
DECREASED2,804,6233,101,086-296,463-10%$85.9M$77.0M-$8.9M2026-11-04
TruNorth Capital Management, LLC
INCREASED2,529,0562,384,300+144,756+6%$66.0M$69.5M+$3.4M2026-10-14
Evergreen Advisors, LLC
DECREASED2,437,8632,478,368-40,505-2%$68.7M$67.0M-$1.7M2026-10-28
Farther Finance Advisors, LLC
INCREASED2,248,9551,310,887+938,068+72%$36.3M$61.8M+$25.5M2026-10-08
Citizens Financial Group Inc
INCREASED2,129,8652,069,731+60,134+3%$57.3M$58.5M+$1.2M2026-10-23
Matrix Trust Co
INCREASED2,027,9382,021,762+6,176+0%$56.0K$55.7K-$2962026-10-07
Financial Consulate, Inc
INCREASED1,933,9441,923,183+10,761+1%$53.3M$53.1M-$146.7K2026-10-23
HB Wealth Management, LLC
INCREASED1,923,4201,435,447+487,973+34%$39.8M$52.8M+$13.1M2026-10-23
Procyon Advisors, LLC
INCREASED1,901,8901,861,283+40,607+2%$51.6M$52.2M+$687.4K2026-10-21
Visionary Wealth Advisors
INCREASED1,882,8881,870,532+12,356+1%$51.8M$51.7M-$90.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED1,862,7461,915,581-52,835-3%$53.1M$51.2K-$53.0M2026-11-02
Pacific Sage Partners, LLC
INCREASED1,778,9831,728,851+50,132+3%$47.9M$48.9M+$979.5K2026-10-21
Goelzer Investment Management, Inc.
DECREASED1,685,8661,711,363-25,497-1%$47.4M$46.3M-$1.1M2026-10-16
BlueSky Wealth Advisors, LLC
DECREASED1,664,4881,668,792-4,3040%$46.2M$45.7M-$502.0K2026-10-29
Kavar Capital Partners Group, LLC
INCREASED1,625,7931,538,803+86,990+6%$42.6M$44.7M+$2.0M2026-11-06
Summit Asset Management, LLC
INCREASED1,611,4451,607,026+4,419+0%$44.5M$44.3M-$248.2K2026-11-05
Savant Capital, LLC
DECREASED1,579,0982,196,815-617,717-28%$58.2M$43.4M-$14.8M2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED1,549,4761,627,262-77,786-5%$45.1M$42.6M-$2.5M2026-10-13
FSM Wealth Advisors, LLC
INCREASED1,548,2201,413,552+134,668+10%$39.2M$41.9M+$2.8M2026-10-27
Perigon Wealth Management, LLC
INCREASED1,530,2951,522,230+8,065+1%$42.2M$42.0M-$128.6K2026-10-22
LCW Services, LLC
INCREASED1,434,8541,333,313+101,541+8%$36.9M$39.4M+$2.5M2026-10-21
Persium Advisors, LLC
DECREASED1,389,2471,390,488-1,2410%$38.5M$38.2M-$353.9K2026-10-07
Commonwealth Equity Services, LLC
DECREASED1,374,7141,452,785-78,071-5%$40.2M$37.8M-$2.5M2026-11-02
Voisard Asset Management Group, Inc.
INCREASED1,348,3941,330,742+17,652+1%$36.9M$37.0M+$178.8K2026-10-13
Pinkerton Wealth, LLC
INCREASED1,336,8581,241,123+95,735+8%$30.7M$36.7M+$6.0M2026-10-29
GHP Investment Advisors, Inc.
INCREASED1,307,4971,305,738+1,759+0%$36.2M$35.9M-$252.0K2026-10-15
True Freedom Investing, LLC
INCREASED1,265,4181,137,902+127,516+11%$28.2M$34.8M+$6.6M2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,264,3871,243,692+20,695+2%$34.5M$34.7M+$282.4K2026-10-27
BIP Wealth, LLC
DECREASED1,259,9431,264,724-4,7810%$35.0M$34.6M-$422.2K2026-10-22
Black Diamond Financial, LLC
INCREASED1,242,1091,184,331+57,778+5%$32.8M$34.1M+$1.3M2026-10-26
Park Avenue Securities LLC
INCREASED1,228,8581,165,387+63,471+5%$32.3M$33.8K-$32.2M2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED1,228,1581,270,732-42,574-3%$35.2M$33.7M-$1.5M2026-10-08
Courage Miller Partners, LLC
DECREASED1,225,6151,228,357-2,7420%$34.0M$33.7M-$357.8K2026-10-21
Revolve Wealth Partners, LLC
INCREASED1,159,7101,076,142+83,568+8%$29.8M$31.9M+$2.0M2026-10-23
Naples Global Advisors, LLC
INCREASED1,156,5051,107,223+49,282+4%$30.7M$31.8M+$1.1M2026-11-05
Krilogy Financial LLC
DECREASED1,145,3521,172,695-27,343-2%$32.5M$31.1M-$1.4M2026-10-13
Atria Investments, Inc
DECREASED1,141,8631,143,257-1,3940%$31.7M$31.4M-$301.2K2026-10-15
Boltwood Capital Management
DECREASED1,124,4111,133,518-9,107-1%$31.4M$30.9M-$510.9K2026-10-02
eCIO, Inc.
INCREASED1,123,9681,092,949+31,019+3%$30.3M$31.0M+$746.8K2026-11-02
Bangor Savings Bank
DECREASED1,110,6901,236,006-125,316-10%$34.2M$30.5M-$3.7M2026-10-06
Wedmont Private Capital
DECREASED1,094,4411,096,412-1,9710%$30.2M$29.6M-$557.8K2026-10-09
Pittenger & Anderson Inc
DECREASED1,090,3161,883,683-793,367-42%$52.2M$30.0M-$22.2M2026-11-02
Riversedge Advisors, LLC
DECREASED1,078,9851,090,363-11,378-1%$30.2M$29.6M-$563.3K2026-10-09
Benchmark Financial Wealth Advisors, LLC
INCREASED1,068,3461,054,504+13,842+1%$29.2M$29.3M+$137.7K2026-10-20
WealthPlan Investment Management, LLC
INCREASED1,048,5411,021,329+27,212+3%$28.3M$28.8M+$512.6K2026-10-15
Rosenberg Matthew Hamilton
INCREASED1,047,514985,699+61,815+6%$27.3M$28.8M+$1.5M2026-10-05
RED Cedar Investment Management, LLC
UNCHANGED1,045,9641,045,96400%$29.0M$28.7M-$240.6K2026-11-04
Soltis Investment Advisors LLC
INCREASED1,019,915963,932+55,983+6%$26.7M$28.0M+$1.3M2026-10-28
Wealth Management Resources, Inc.
INCREASED1,017,108999,438+17,670+2%$27.7M$27.9M+$255.5K2026-10-21
Valley National Advisers Inc
INCREASED1,003,787976,808+26,979+3%$27.1M$27.6M+$516.4K2026-10-23
ZynergyRetirementPlanningLLC
INCREASED990,229926,996+63,233+7%$25.7M$27.2M+$1.5M2026-10-08
ACT Wealth Management, LLC
INCREASED983,367918,793+64,574+7%$25.5M$27.0M+$1.6M2026-10-09
Investment Planning Advisors, Inc.
INCREASED953,431671,844+281,587+42%$18.6M$26.2M+$7.6M2026-10-14
Koesten, Hirschmann & Crabtree, Inc.
DECREASED942,022947,807-5,785-1%$26.3M$25.9M-$376.9K2026-10-13
Financial Management Professionals, Inc.
DECREASED939,383952,542-13,159-1%$26.4M$25.8M-$577.2K2026-10-23
Cornerstone Wealth Advisors, Inc.
INCREASED935,344923,776+11,568+1%$25.6M$25.7M+$105.3K2026-10-16
Noble Family Wealth, LLC
INCREASED904,054893,584+10,470+1%$24.8M$24.8M+$82.1K2026-10-26
Appleton Partners Inc
INCREASED903,539891,546+11,993+1%$24.7M$24.8K-$24.7M2026-10-30
Vise Technologies, Inc.
INCREASED902,789404,364+498,425+123%$11.2M$24.8M+$13.6M2026-10-29
Sylvest Advisors, LLC
INCREASED882,124874,202+7,922+1%$24.2M$24.2M+$16.5K2026-10-26
Kestra Advisory Services, LLC
INCREASED880,910860,048+20,862+2%$23.8M$24.2M+$375.3K2026-11-02
Boyd Wealth Management, LLC
INCREASED873,511821,227+52,284+6%$22.7M$24.0M+$1.2M2026-10-20
Kings Path Partners LLC
DECREASED860,402862,345-1,9430%$23.9M$23.6M-$251.7K2026-10-21
Curbstone Financial Management Corp
INCREASED836,061819,861+16,200+2%$22.7M$23.0M+$256.4K2026-10-21
Bank of New York Mellon Corp
INCREASED827,689589,261+238,428+40%$16.3M$22.7M+$6.4M2026-11-05
Essex LLC
INCREASED811,230793,598+17,632+2%$22.0M$22.3M+$301.8K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED809,570778,325+31,245+4%$21.6M$22.2M+$679.3K2026-10-20
Merit Financial Group, LLC
INCREASED793,200713,975+79,225+11%$19.8M$21.8M+$2.0M2026-11-06
Certified Advisory Corp
INCREASED786,344770,700+15,644+2%$21.3M$21.6M+$252.5K2026-10-29
Downshift Financial, LLC
DECREASED779,305804,823-25,518-3%$22.3M$21.4M-$886.1K2026-10-13
Plancorp, LLC
INCREASED745,067316,823+428,244+135%$8.6M$20.1M+$11.5M2026-11-03
Opus Capital Group, LLC
INCREASED742,531734,893+7,638+1%$20.4M$20.4K-$20.3M2026-10-30
Towercrest Capital Management
DECREASED741,475790,195-48,720-6%$21.9M$20.4M-$1.5M2026-10-23
Alliance Wealth Management Group
DECREASED741,475790,195-48,720-6%$21.9M$20.4M-$1.5M2026-10-29
Asset Allocation Strategies LLC
INCREASED724,361699,506+24,855+4%$19.4M$19.9M+$521.9K2026-10-20
Serenity Investment Advisors
DECREASED704,927710,111-5,184-1%$20.0M$19.4M-$675.0K2026-10-30
WBH Advisory Inc
DECREASED702,432710,794-8,362-1%$19.7M$19.3M-$393.2K2026-11-05
Intergy Private Wealth, LLC
INCREASED701,912673,896+28,016+4%$18.7M$19.3M+$614.6K2026-10-16
BCS Wealth Management
INCREASED693,766650,399+43,367+7%$18.0M$19.1M+$1.0M2026-11-03
Cranbrook Wealth Management, LLC
INCREASED685,835672,128+13,707+2%$18.6M$18.8M+$221.9K2026-10-28
Sentinel Advisory Group, LLC
INCREASED679,341673,397+5,944+1%$18.7M$18.7M+$8.4K2026-10-20
Garde Capital, Inc.
DECREASED674,175677,996-3,821-1%$18.8M$18.5M-$260.9K2026-10-29
Brooklyn FI, LLC
INCREASED673,311635,710+37,601+6%$17.4M$18.5M+$1.1M2026-11-05
Compound Planning, Inc.
DECREASED672,564680,467-7,903-1%$18.8M$18.5M-$373.6K2026-11-05
Powers Advisory Group, LLC
INCREASED667,238613,588+53,650+9%$17.0M$18.3M+$1.3M2026-10-14
HBK Sorce Advisory LLC
DECREASED666,488691,517-25,029-4%$19.4M$17.6M-$1.7M2026-11-06
Lido Advisors, LLC
INCREASED665,883622,733+43,150+7%$17.2M$18.3M+$1.0M2026-11-04
Envision Financial LLC
INCREASED663,929636,123+27,806+4%$17.6M$18.2M+$617.5K2026-10-15
Chicago Partners Investment Group LLC
INCREASED659,689587,036+72,653+12%$15.9M$17.7M+$1.8M2026-10-27
Power Wealth Management LLC
INCREASED648,871581,868+67,003+12%$16.1M$17.8M+$1.7M2026-10-27
Momentous Wealth Management, Inc.
INCREASED645,157641,177+3,980+1%$17.8M$17.7M-$38.2K2026-10-21
Oppenheimer & Co Inc
INCREASED634,347565,124+69,223+12%$15.7M$17.4M+$1.8M2026-10-26
Guardian Financial Partners, LLC
DECREASED620,479631,962-11,483-2%$17.5M$17.0M-$460.8K2026-11-04
Mission Wealth Management, LP
DECREASED619,305739,774-120,469-16%$20.5M$17.0M-$3.5M2026-10-15
Hanson & Doremus Investment Management
DECREASED617,988620,286-2,2980%$17.2M$17.0K-$17.2M2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED611,732671,323-59,591-9%$18.6M$16.8M-$1.8M2026-10-14
Meridian Wealth Management, LLC
INCREASED602,897592,590+10,307+2%$16.4M$16.6M+$146.8K2026-11-05
Friday Financial
INCREASED596,469342,615+253,854+74%$9.4M$16.3M+$6.8M2026-10-09
First Affirmative Financial Network
NEW595,537—+595,537——$16.4M—2026-10-21
TPG Advisors LLC
INCREASED580,556567,857+12,699+2%$15.7M$15.9M+$218.2K2026-10-16
RKL Wealth Management LLC
DECREASED575,556592,672-17,116-3%$16.4M$15.8M-$606.5K2026-10-16
Myecfo, LLC
DECREASED573,755584,925-11,170-2%$16.2M$15.8M-$441.4K2026-10-14
Freestate Advisors LLC
DECREASED568,369594,373-26,004-4%$16.5M$15.6M-$851.0K2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED544,223544,301-780%$15.1M$14.9M-$127.3K2026-10-30
Bell Investment Advisors, Inc
DECREASED536,740559,144-22,404-4%$15.5M$14.7M-$744.0K2026-10-29
Focus Financial Network, Inc.
DECREASED531,498535,959-4,461-1%$14.8M$14.6M-$245.8K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED530,537508,004+22,533+4%$14.1M$14.6M+$502.1K2026-10-28
Leeward Financial Partners, LLC
DECREASED528,722532,437-3,715-1%$14.7M$14.5M-$224.5K2026-10-23
Denver PWM, LLC
INCREASED526,359520,247+6,112+1%$14.8M$14.5M-$368.0K2026-10-22
Beacon Capital Management, LLC
INCREASED516,04480,870+435,174+538%$2.2M$14.2M+$11.9M2026-10-23
Creekside Partners
DECREASED511,379528,203-16,824-3%$14.6M$14.0M-$583.7K2026-11-04
Roberts Wealth Advisors, LLC
INCREASED504,769488,237+16,532+3%$13.5M$13.9M+$341.8K2026-10-14
SMI Advisory Services, LLC
INCREASED504,517501,624+2,893+1%$14.0M$13.8M-$222.1K2026-10-13
Signet Investment Advisory Group, Inc.
DECREASED503,275511,799-8,524-2%$14.2M$13.8M-$351.9K2026-10-30
White & Co Financial Planning Inc
DECREASED502,737513,065-10,328-2%$14.2M$12.4M-$1.8M2026-10-16
Triad Wealth Partners, LLC
INCREASED501,170451,926+49,244+11%$12.5M$13.8M+$1.3M2026-10-26
Seneca Financial Advisors LLC
INCREASED500,140492,450+7,690+2%$13.6M$13.7M+$98.0K2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED499,632481,397+18,235+4%$13.3M$13.7M+$390.2K2026-10-22
Arnold Financial Planning LLC
INCREASED494,712442,962+51,750+12%$12.3M$13.6M+$1.3M2026-10-20
Seros Financial, LLC
INCREASED493,254473,896+19,358+4%$13.1M$13.5M+$422.8K2026-10-21
SigFig Wealth Management, LLC
INCREASED492,997456,464+36,533+8%$12.6M$13.5M+$976.2K2026-10-07
Capital Advantage, Inc.
INCREASED488,196475,697+12,499+3%$13.2M$13.4M+$233.9K2026-10-14
Patriot Investment Management Group, Inc.
DECREASED481,645488,574-6,929-1%$13.5M$13.2M-$302.7K2026-10-15
Livet Wealth, LLC
INCREASED476,468471,249+5,219+1%$13.1M$13.1M+$35.0K2026-10-27
MGO One Seven LLC
DECREASED456,891457,796-9050%$12.7M$12.6M-$130.2K2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED454,392456,965-2,573-1%$12.7M$12.5M-$175.8K2026-11-05
Jacobsen Capital Management
DECREASED447,480447,644-1640%$12.4M$12.3M-$107.5K2026-10-27
Sightline Wealth Advisors, LLC
DECREASED445,191554,766-109,575-20%$15.4M$12.2M-$3.1M2026-10-21
Johnson Financial Group, LLC
DECREASED444,966450,411-5,445-1%$12.5M$12.2M-$253.2K2026-11-03
Grey Ledge Advisors, LLC
INCREASED444,622380,088+64,534+17%$10.5M$12.2M+$1.7M2026-11-02
Gleason Group, Inc.
INCREASED439,037437,763+1,274+0%$12.1M$12.1M-$65.7K2026-10-15
Aprio Wealth Management, LLC
INCREASED437,47477,676+359,798+463%$2.2M$12.0M+$9.9M2026-10-28
Vision Capital Management, Inc.
INCREASED427,122424,434+2,688+1%$11.8M$11.7M-$23.8K2026-10-20
Capital Investment Counsel, LLC
DECREASED424,527429,656-5,129-1%$11.9M$11.7M-$239.7K2026-10-14
Hill Island Financial LLC
DECREASED419,248419,909-6610%$11.6M$11.5M-$114.7K2026-10-20
Gradient Capital Advisors, LLC
DECREASED416,663424,587-7,924-2%$11.8M$11.4M-$315.3K2026-10-21
Dynamic Advisor Solutions LLC
DECREASED414,802417,415-2,613-1%$11.6M$11.4M-$167.8K2026-10-13
Fagan Associates, Inc.
INCREASED413,026406,127+6,899+2%$11.2M$11.3M+$96.1K2026-10-13
Russell Investments Group, Ltd.
INCREASED399,968390,816+9,152+2%$10.8M$11.0M+$161.5K2026-11-06
Thrive Wealth Management, LLC
INCREASED393,974384,011+9,963+3%$10.6M$10.8M+$185.4K2026-10-13
Sage Financial Management Group, Inc.
UNCHANGED388,571388,57100%$10.8M$10.7M-$89.4K2026-11-06
Stevens Capital Partners
INCREASED385,795321,590+64,205+20%$8.9M$10.6M+$1.7M2026-10-29
RFG Advisory, LLC
INCREASED380,790149,551+231,239+155%$4.1M$10.5M+$6.3M2026-11-03
Facet Wealth, Inc.
INCREASED377,847321,941+55,906+17%$8.9M$10.4M+$1.5M2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED377,243374,000+3,243+1%$10.4M$10.4M+$3.0K2026-11-04
Seven Hills Financial, LLC
NEW373,094—+373,094——$10.2M—2026-10-13
KOM Wealth Management Group, LLC
INCREASED371,889275,327+96,562+35%$7.6M$10.2M+$2.6M2026-10-15
James J. Burns & Company, LLC
DECREASED370,699381,900-11,201-3%$10.6M$10.2M-$395.5K2026-10-22
Parallel Advisors, LLC
DECREASED370,394374,153-3,759-1%$10.4M$10.2M-$189.3K2026-11-03
Davis Capital Management
INCREASED367,175351,589+15,586+4%$9.7M$10.1M+$347.3K2026-10-08
Blue Square Asset Management, LLC
INCREASED362,792347,499+15,293+4%$9.6M$10.0M+$340.2K2026-11-02
Plus Group Wealth Advisors LLC
INCREASED360,501303,719+56,782+19%$8.4M$9.9M+$1.5M2026-10-19
Lodestar Private Asset Management LLC
INCREASED360,116355,213+4,903+1%$9.8M$9.9M+$53.0K2026-10-26
Gill Capital Partners, LLC
INCREASED358,399335,652+22,747+7%$9.3M$9.8M+$547.7K2026-10-13
Allworth Financial LP
INCREASED357,323338,286+19,037+6%$9.4M$9.9M+$527.3K2026-11-06
Firestone Capital Management
DECREASED357,095359,623-2,528-1%$10.0M$9.8M-$152.2K2026-11-03
Barden Capital Management, Inc.
INCREASED356,123355,117+1,006+0%$9.8M$9.8M-$54.0K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED354,962350,303+4,659+1%$9.7M$9.8M+$47.4K2026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED343,189350,492-7,303-2%$9.7M$9.4M-$281.2K2026-10-21
Trinity Financial Advisors LLC
DECREASED341,501342,871-1,3700%$9.5M$9.4M-$116.5K2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED341,220245,930+95,290+39%$6.8M$9.4M+$2.6M2026-10-19
CRA Financial Services, LLC
DECREASED341,198351,009-9,811-3%$9.7M$9.4M-$350.2K2026-10-16
Legacy Private Trust Co.
DECREASED339,433354,727-15,294-4%$9.8M$9.3M-$501.7K2026-10-06
Cornerstone Advisors Asset Management, LLC
DECREASED338,476343,996-5,520-2%$9.5M$9.3M-$230.8K2026-11-06
Valley Forge Investment Consultants Inc ADV
INCREASED335,661332,069+3,592+1%$9.2M$9.2M+$22.3K2026-11-03
SAX Wealth Advisors, LLC
INCREASED334,598311,143+23,455+8%$7.7M$9.2M+$1.5M2026-10-13
Winthrop Capital Management, LLC
INCREASED334,049331,932+2,117+1%$9.2M$9.2M-$18.7K2026-11-05
Breakwater Investment Management
INCREASED328,383247,633+80,750+33%$6.9M$9.0M+$2.2M2026-10-20
JFS Wealth Advisors, LLC
DECREASED324,370335,757-11,387-3%$9.3M$8.9M-$390.0K2026-11-03
Kathmere Capital Management, LLC
DECREASED323,820330,602-6,782-2%$9.2M$8.9M-$262.3K2026-10-20
CFG Wealth Management Services, Inc.
DECREASED319,722369,134-49,412-13%$9.1M$8.7M-$339.9K2026-10-21
Stonekeep Investments, LLC
INCREASED316,840309,654+7,186+2%$8.6K$8.7M+$8.7M2026-10-15
Leverty Financial Group, LLC
INCREASED314,835304,582+10,253+3%$8.4M$8.6M+$211.6K2026-10-08
Clearstead Advisors, LLC
INCREASED313,233307,493+5,740+2%$8.5M$8.6M+$86.9K2026-11-06
Genesis Private Wealth, LLC
INCREASED311,719308,046+3,673+1%$8.5M$8.6M+$30.0K2026-11-02
Cooke Wealth Management, LLC
INCREASED308,814307,641+1,173+0%$8.5M$8.5M-$38.5K2026-10-13
Allen Capital Group, LLC
INCREASED302,592287,964+14,628+5%$8.0M$8.3M+$335.6K2026-10-27
Weinberger Asset Management, Inc
DECREASED302,472308,272-5,800-2%$8.5M$8.3M-$147.0K2026-10-28
Bailard, Inc.
DECREASED302,256364,051-61,795-17%$10.1M$8.3M-$1.8M2026-10-13
First National Bank of Mount Dora, Trust Investment Services
DECREASED302,202349,524-47,322-14%$9.7M$8.3M-$1.4M2026-10-21
Paradigm, Strategies in Wealth Management, LLC
DECREASED301,231310,280-9,049-3%$8.6M$8.3M-$319.9K2026-10-16
Wealth Architects, LLC
DECREASED300,234332,125-31,891-10%$9.2M$8.2M-$952.4K2026-11-03
AA Financial Advisors, LLC
INCREASED300,202270,873+29,329+11%$7.5M$8.2M+$743.4K2026-10-19
Koshinski Asset Management, Inc.
INCREASED298,890266,485+32,405+12%$7.4M$8.2M+$828.9K2026-10-29
Valmark Advisers, Inc.
INCREASED298,778233,987+64,791+28%$6.5M$8.2M+$1.7M2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED297,973309,521-11,548-4%$8.6M$8.2M-$388.4K2026-10-14
BCK Partners, Inc.
DECREASED295,579297,134-1,555-1%$8.2M$8.1M-$111.1K2026-10-23
Hurley Capital, LLC
INCREASED290,142275,738+14,404+5%$7.6M$8.0M+$332.3K2026-11-05
Grant Street Asset Management, Inc.
INCREASED289,891289,877+140%$8.0M$8.0M-$66.3K2026-10-26
Hengehold Capital Management LLC
INCREASED288,718283,187+5,531+2%$7.8M$7.9M+$86.8K2026-10-16
Retirement Planning Group, LLC
DECREASED284,002312,672-28,670-9%$8.7M$7.8M-$859.5K2026-10-19
Blueprint Investment Partners LLC
INCREASED282,678276,996+5,682+2%$7.7M$7.8M+$92.4K2026-10-28
Liberty Capital Management, Inc.
INCREASED280,783272,856+7,927+3%$7.6M$7.7M+$155.0K2026-11-02
Apollon Wealth Management, LLC
INCREASED277,550184,080+93,470+51%$5.1M$7.6M+$2.5M2026-10-23
Tradewinds Capital Management, LLC
INCREASED275,419247,653+27,766+11%$6.9M$7.6M+$705.8K2026-10-23
Blueprint Financial Advisors LLC
INCREASED273,663263,848+9,815+4%$7.3M$7.5M+$208.9K2026-10-28
Prota Financial, LLC
INCREASED273,223262,734+10,489+4%$7.2M$7.4M+$272.7K2026-10-08
Modera Wealth Management, LLC
DECREASED272,949278,676-5,727-2%$7.7M$7.5M-$221.4K2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED269,868284,993-15,125-5%$7.9M$7.4M-$481.1K2026-10-29
Milestone Investment Advisors LLC
INCREASED267,400262,788+4,612+2%$7.3M$7.3M+$66.3K2026-11-05
Warner Financial, Inc
INCREASED265,636263,304+2,332+1%$7.3M$7.3M+$3.5K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED264,084180,044+84,040+47%$5.0M$7.3M+$2.3M2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED260,496266,455-5,959-2%$7.4M$7.2M-$225.0K2026-10-16
Peak Wealth Management LLC
DECREASED259,429314,392-54,963-17%$8.7M$7.0M-$1.7M2026-10-26
Armbruster Capital Management, Inc.
DECREASED256,831258,406-1,575-1%$7.2M$7.1M-$102.7K2026-10-19
Thrivent Financial for Lutherans
DECREASED255,768332,157-76,389-23%$9.2M$7.0K-$9.2M2026-11-05
L.K. Benson & Company, P.C.
DECREASED254,963262,265-7,302-3%$7.3M$7.0M-$260.9K2026-10-23
Bond & Devick Financial Network, Inc.
DECREASED254,072254,831-7590%$7.1M$7.0M-$79.5K2026-10-23
Alpha Omega Wealth Management LLC
DECREASED242,703243,114-4110%$6.7M$6.7M-$67.2K2026-10-23
Nearside Advisors, LLC
NEW238,444—+238,444——$6.6M—2026-10-20
Chilton Capital Management LLC
DECREASED237,718422,073-184,355-44%$11.7M$6.5M-$5.2M2026-10-28
Heirloom Wealth Management
UNCHANGED236,889236,88900%$6.6M$6.5M-$54.5K2026-10-14
Robbins Farley
DECREASED234,556235,647-1,0910%$6.5M$6.4M-$84.2K2026-10-21
Fifth Third Bancorp
INCREASED231,200226,866+4,334+2%$6.3M$6.4M+$66.9K2026-11-05
Truist Financial Corp
INCREASED231,125159,811+71,314+45%$4.4M$6.3M+$1.9M2026-10-30
Acropolis Investment Management, LLC
DECREASED229,367230,172-8050%$6.4M$6.3M-$75.1K2026-10-08
IFP Advisors, Inc
INCREASED224,238214,237+10,001+5%$5.9M$6.2M+$225.5K2026-10-16
Armor Investment Advisors, LLC
DECREASED222,628225,742-3,114-1%$6.3M$6.1M-$137.5K2026-10-27
Seek First Inc.
DECREASED221,504230,631-9,127-4%$6.4M$6.1M-$303.8K2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED217,256317,960-100,704-32%$8.8M$6.0M-$2.8M2026-10-15
Diversified Enterprises, LLC
INCREASED217,227208,101+9,126+4%$5.8M$6.0M+$202.8K2026-10-19
Brookstone Capital Management
INCREASED216,180149,697+66,483+44%$4.1M$5.9M+$1.8M2026-10-22
Phillip James Consulting Co.
NEW215,111—+215,111——$5.9M—2026-11-03
Diversify Advisory Services, LLC
INCREASED213,731213,071+660+0%$5.8M$5.8M-$5.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED213,731213,071+660+0%$5.8M$5.8M-$5.6K2026-10-20
Axxcess Wealth Management, LLC
DECREASED213,026276,924-63,898-23%$7.7M$5.9M-$1.8M2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED212,034206,784+5,250+3%$5.7M$5.7M+$33.8K2026-10-28
WT Wealth Management
DECREASED210,459211,668-1,209-1%$5.9M$5.8M-$81.9K2026-10-13
Cooper Financial Group
INCREASED209,409198,156+11,253+6%$5.5M$5.8M+$263.5K2026-10-07
Five Oceans Advisors
DECREASED207,529207,638-1090%$5.8M$5.7M-$50.8K2026-10-22
Foster Group, Inc.
INCREASED204,944196,118+8,826+5%$5.4M$5.6M+$197.3K2026-10-13
Cambridge Capital Management, LLC
DECREASED204,795205,554-7590%$5.7M$5.6M-$68.1K2026-10-19
Old National Bancorp
DECREASED204,281204,631-3500%$5.7M$5.6M-$56.7K2026-10-20
Shuttleworth & Co
DECREASED203,578203,932-3540%$5.6M$5.6M-$56.6K2026-10-30
Tempus Wealth Planning, LLC
INCREASED203,210201,709+1,501+1%$5.6M$5.6M-$5.2K2026-10-14
Womack Financial LLC
INCREASED203,139196,055+7,084+4%$5.4M$5.6M+$149.5K2026-10-14
Apex Wealth Management, LLC
INCREASED202,381135,278+67,103+50%$3.7M$5.6M+$1.8M2026-10-20
Valeo Financial Advisors, LLC
DECREASED201,839204,155-2,316-1%$5.7M$5.5M-$101.5K2026-10-08
Curtis Advisory Group, LLC
INCREASED198,577193,154+5,423+3%$5.4M$5.5M+$104.5K2026-10-28
Enclave Advisors LLC
INCREASED197,724177,581+20,143+11%$4.9M$5.4M+$512.5K2026-10-14
Yanni & Associates Investment Advisors, LLC
DECREASED197,084205,158-8,074-4%$5.7M$5.4M-$269.0K2026-10-14
Moneywise, Inc.
DECREASED196,079224,324-28,245-13%$6.2M$5.4M-$827.5K2026-10-30
Private Advisory Group LLC
DECREASED191,903192,884-981-1%$5.3M$5.3M-$71.3K2026-11-06
Bishop & Co Investment Management, LLC
DECREASED189,421191,329-1,908-1%$5.3M$5.2M-$96.4K2026-11-05
Clearwater Capital Advisors, LLC
INCREASED189,373180,231+9,142+5%$5.0M$5.2M+$209.7K2026-11-06
SWS Partners
DECREASED189,216195,610-6,394-3%$5.4M$5.2M-$220.6K2026-10-26
CGN Advisors LLC
DECREASED187,247201,564-14,317-7%$5.6M$5.1M-$439.6K2026-10-21
Uptown Financial Advisors LLC
INCREASED184,188181,155+3,033+2%$5.0M$5.1M+$41.6K2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED183,184188,987-5,803-3%$5.2M$5.0M-$202.9K2026-10-28
Valpey Financial Services, LLC
DECREASED183,129190,038-6,909-4%$5.3M$5.0M-$233.5K2026-10-30
RHS Financial, LLC
DECREASED183,065190,357-7,292-4%$5.3M$5.0M-$244.1K2026-10-13
Evergreen Capital Management LLC
INCREASED182,983175,225+7,758+4%$4.9M$5.0M+$172.8K2026-10-23
Upper Left Wealth Management, LLC
DECREASED182,091225,409-43,318-19%$6.2M$5.0M-$1.2M2026-10-14
Cap Partners, LLC
DECREASED180,302182,898-2,596-1%$5.1M$5.0M-$113.4K2026-10-19
AdvisorNet Financial, Inc
INCREASED180,052178,841+1,211+1%$5.0M$4.8M-$112.3K2026-10-15
Pacific Capital Wealth Advisors, Inc.
DECREASED177,901190,825-12,924-7%$5.3M$4.9M-$398.9K2026-10-22
Foguth Wealth Management, Llc.
INCREASED177,43232,942+144,490+439%$884.8K$4.8M+$3.9M2026-10-19
Family Legacy Financial Solutions, LLC
INCREASED176,874172,961+3,913+2%$4.8M$4.9M+$67.7K2026-10-07
Brighton Jones LLC
INCREASED176,449171,933+4,516+3%$4.8M$4.8M+$84.5K2026-11-03
Sheets Smith Wealth Management
INCREASED176,143157,892+18,251+12%$4.4M$4.8M+$465.0K2026-10-16
Beacon Wealthcare LLC
INCREASED175,154171,168+3,986+2%$4.7M$4.8M+$70.1K2026-10-02
Carnegie Investment Counsel
DECREASED172,018175,241-3,223-2%$4.9M$4.7M-$128.9K2026-10-20
Avalon Advisory Group
DECREASED170,481177,423-6,942-4%$4.9M$4.7M-$231.5K2026-10-20
Valicenti Advisory Services Inc
INCREASED167,935167,624+311+0%$4.6K$4.6K-$302026-10-23
Blue Trust, Inc.
INCREASED167,59615,779+151,817+962%$437.1K$4.6M+$4.2M2026-10-15
Tenret Co LLC
NEW166,571—+166,571——$4.6M—2026-11-02
Cobblestone Asset Management LLC
DECREASED164,752218,373-53,621-25%$6.0M$4.5M-$1.5M2026-10-13
Aire Advisors, LLC
DECREASED164,609164,920-3110%$4.6M$4.5M-$46.5K2026-10-22
Avior Wealth Management, LLC
INCREASED164,112163,381+731+0%$4.5M$4.5M-$17.5K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED163,574155,986+7,588+5%$4.3M$4.5M+$172.6K2026-10-21
Dhjj Financial Advisors, Ltd.
DECREASED163,044164,804-1,760-1%$4.6M$4.5M-$86.3K2026-10-23
Attessa Capital LLC
DECREASED162,999165,835-2,836-2%$4.6M$4.5M-$116.0K2026-10-09
Peak Financial Management, Inc.
DECREASED162,900163,833-933-1%$4.5M$4.5M-$63.3K2026-10-16
B.O.S.S. Retirement Advisors, LLC
NEW162,779—+162,779——$4.5M—2026-10-26
Mascagni Wealth Management, Inc.
INCREASED160,937156,841+4,096+3%$4.3M$4.4M+$76.5K2026-10-23
Woodmont Investment Counsel LLC
DECREASED160,434160,504-700%$4.4M$4.4M-$38.8K2026-10-29
North Forty Two & Co.
DECREASED160,172160,914-7420%$4.5M$4.4M-$57.4K2026-10-19
Csenge Advisory Group
INCREASED159,857147,356+12,501+8%$4.1M$4.4M+$309.5K2026-11-04
Global Strategic Investment Solutions, LLC
DECREASED157,871157,874-30%$4.4M$4.3M-$36.4K2026-10-16
Cape Investment Advisory, Inc.
INCREASED157,318156,102+1,216+1%$4.3M$4.3M-$2.5K2026-10-13
Blossom Wealth Management
INCREASED154,266154,092+174+0%$4.3M$4.2M-$30.7K2026-11-03
Condor Capital Management
INCREASED154,060152,915+1,145+1%$4.2M$4.2M-$3.7K2026-11-06
SVB Wealth LLC
DECREASED149,244230,737-81,493-35%$6.4M$4.1M-$2.3M2026-11-06
Dorato Capital Management
INCREASED149,142126,300+22,842+18%$3.5M$4.1M+$586.0K2026-10-08
Quadrant Capital Group LLC
DECREASED148,838150,602-1,764-1%$4.2M$4.0M-$132.2K2026-10-20
Salem Investment Counselors Inc
INCREASED148,492146,371+2,121+1%$4.1M$4.1M+$24.6K2026-10-13
Altfest L J & Co Inc
DECREASED147,965148,044-790%$4.1M$4.1M-$36.2K2026-10-27
Signaturefd, LLC
DECREASED145,278147,057-1,779-1%$4.1M$4.0M-$82.7K2026-10-23
Madden Securities Corp
DECREASED143,239145,979-2,740-2%$4.0M$3.9M-$108.8K2026-10-27
XY Planning Network, Inc.
INCREASED143,164119,333+23,831+20%$3.3M$3.9M+$627.2K2026-10-14
Summit Financial Strategies, Inc.
DECREASED142,847169,859-27,012-16%$4.7M$3.9M-$781.1K2026-10-14
Creative Financial Designs Inc
INCREASED140,976138,244+2,732+2%$3.8M$3.9M+$43.2K2026-11-04
Tortoise Investment Management, LLC
DECREASED138,618139,138-5200%$3.9M$3.8M-$46.3K2026-11-06
Long Island Wealth Management, Inc.
INCREASED138,567119,357+19,210+16%$3.3M$3.8M+$500.2K2026-10-20
Nestegg Advisors, Inc.
INCREASED135,866124,931+10,935+9%$3.5M$3.7M+$271.6K2026-10-21
PNC Financial Services Group, Inc.
INCREASED134,082130,513+3,569+3%$3.6M$3.7M+$68.0K2026-11-06
Integrity Alliance, Llc.
DECREASED132,172141,060-8,888-6%$3.9M$3.6M-$276.6K2026-10-29
Lyell Wealth Management, LP
DECREASED131,888135,998-4,110-3%$3.8M$3.6M-$144.2K2026-10-30
Ballast Financial Advisors LLC
DECREASED131,485138,002-6,517-5%$3.8M$3.6M-$210.8K2026-10-26
Fairway Financial, LLC
DECREASED131,148439,581-308,433-70%$12.2M$3.6M-$8.6M2026-10-20
Evensky & Katz LLC
DECREASED130,140130,254-1140%$3.6M$3.6K-$3.6M2026-10-27
Pioneer Wealth Management Group
DECREASED126,159138,350-12,191-9%$3.8M$3.5M-$366.7K2026-10-09
LVW Advisors, LLC
DECREASED125,284160,545-35,261-22%$4.4M$3.4M-$1.0M2026-10-19
Ballast Rock Private Wealth LLC
INCREASED124,571116,764+7,807+7%$3.2M$3.4M+$187.6K2026-10-26
D.B. Root & Company, LLC
DECREASED124,255129,673-5,418-4%$3.6M$3.4M-$178.7K2026-11-04
Ethic Inc.
DECREASED122,913141,674-18,761-13%$3.9M$3.4M-$548.0K2026-11-03
Chapman Financial Group, LLC
DECREASED122,839123,559-720-1%$3.4M$3.4M-$48.2K2026-10-26
Integrated Advisors Network LLC
DECREASED122,738123,754-1,016-1%$3.4M$3.4M-$56.4K2026-10-20
Verdence Capital Advisors LLC
NEW122,137—+122,137——$3.4M—2026-10-26
Cambridge Financial Group, LLC
UNCHANGED120,931120,93100%$3.3M$3.3M$02026-10-06
Frank, Rimerman Advisors LLC
UNCHANGED120,825120,82500%$3.3M$3.3M-$27.8K2026-10-16
Balboa Wealth Partners
INCREASED120,265102,191+18,074+18%$2.8M$3.3M+$473.0K2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED119,301119,578-2770%$3.3M$3.3M-$35.1K2026-10-27
Stewardship Advisors, LLC
INCREASED119,291110,230+9,061+8%$3.1M$3.3M+$223.6K2026-10-20
Unify Financial Advisors
DECREASED119,223123,186-3,963-3%$3.4M$3.3M-$137.2K2026-11-03
Wrenne Financial Planning LLC
INCREASED119,209117,643+1,566+1%$3.3M$3.3M+$16.0K2026-10-30
Arcadia Wealth Management, LLC
NEW118,925—+118,925——$3.3M—2026-10-22
Keeler Thomas Management LLC
DECREASED118,759124,744-5,985-5%$3.5M$3.3M-$193.1K2026-10-29
Certuity, LLC
INCREASED118,366107,138+11,228+10%$3.0M$3.3M+$283.8K2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
DECREASED117,760121,475-3,715-3%$3.4M$3.2M-$130.0K2026-10-28
Simplicity Wealth,LLC
INCREASED117,140115,421+1,719+1%$3.2M$3.2M+$20.7K2026-10-23
MBE Wealth Management, LLC
INCREASED117,127115,783+1,344+1%$3.2M$3.2M+$10.3K2026-10-26
Arcataur Capital Management LLC
DECREASED115,825117,022-1,197-1%$3.2M$3.2M-$59.8K2026-10-21
Motive Wealth Advisors
UNCHANGED115,671115,67100%$3.2M$3.2M-$26.6K2026-10-26
ProVise Management Group, LLC
DECREASED113,874118,659-4,785-4%$3.3M$3.1M-$158.7K2026-11-06
Whitcomb & Hess, Inc.
DECREASED112,912113,339-4270%$3.1M$3.1M-$37.8K2026-10-07
Revisor Wealth Management LLC
DECREASED112,532115,942-3,410-3%$3.2M$3.1M-$153.5K2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED110,458111,592-1,134-1%$3.1M$3.0M-$56.8K2026-10-15
Marquette Asset Management, LLC
DECREASED108,931109,144-2130%$3.0M$3.0M-$31.0K2026-10-09
MCF Advisors LLC
DECREASED108,284113,774-5,490-5%$3.2M$3.0M-$177.0K2026-10-28
Diversified Portfolios, Inc.
INCREASED107,856105,232+2,624+2%$2.9M$3.0M+$47.9K2026-11-04
Meridian Investment Counsel Inc.
DECREASED106,883111,277-4,394-4%$3.1M$2.9M-$146.3K2026-10-14
NBT Bank, N.A.
INCREASED106,640101,350+5,290+5%$2.8M$2.9M+$122.0K2026-10-21
St. Louis Trust Co
UNCHANGED104,941104,94100%$564.8K$2.9M+$2.3M2026-11-03
1900 Wealth Management LLC
INCREASED104,096102,408+1,688+2%$2.8M$2.9M+$22.8K2026-10-13
CoreCap Advisors, LLC
INCREASED103,95094,464+9,486+10%$2.6M$2.9M+$238.9K2026-10-08
Root Financial Partners, LLC
INCREASED103,58474,165+29,419+40%$2.1M$2.8M+$791.1K2026-10-21
Diversified Trust Co
DECREASED101,495104,684-3,189-3%$2.9M$2.8M-$111.7K2026-11-06
Eagle Harbor Asset Management Inc
NEW101,079—+101,079——$2.8M—2026-10-21
Leisure Capital Management
DECREASED101,027106,470-5,443-5%$2.9M$2.8M-$174.0K2026-11-03
King Luther Capital Management Corp
DECREASED100,784100,836-520%$2.8M$2.8M-$24.6K2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED100,05899,015+1,043+1%$2.7M$2.7M+$5.9K2026-10-13
Global Financial Private Client, LLC
DECREASED99,643104,678-5,035-5%$2.9M$2.7M-$162.4K2026-10-15
Intelligence Driven Advisers, LLC
DECREASED99,31899,326-80%$2.8M$2.7M-$23.1K2026-10-09
Cdkv Holdings LLC
INCREASED99,06298,004+1,058+1%$2.7M$2.7M+$6.5K2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED98,41498,41400%$2.7M$2.7M-$22.6K2026-11-02
Murphy & Mullick Capital Management Corp
DECREASED98,373101,159-2,786-3%$2.8M$2.7M-$99.8K2026-11-02
West Paces Advisors Inc.
INCREASED98,12792,045+6,082+7%$2.5M$2.7M+$145.9K2026-10-13
Johnson Bixby & Associates, LLC
INCREASED97,38597,355+30+0%$2.7M$2.7M-$21.6K2026-10-14
Omega Financial Group, LLC
DECREASED96,046103,161-7,115-7%$2.9M$2.6M-$219.2K2026-10-29
Kearns & Associates LLC
INCREASED95,77093,781+1,989+2%$2.6M$2.6M+$33.1K2026-10-09
Tactive Advisors, LLC
INCREASED95,05592,026+3,029+3%$2.5M$2.6M+$62.0K2026-10-08
Cambridge Advisors Inc.
DECREASED93,20293,667-4650%$2.6M$2.6M-$34.3K2026-10-19
Arcadia Investment Advisors LLC
DECREASED91,94792,332-3850%$2.6M$2.5M-$31.8K2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED91,876100,594-8,718-9%$2.8M$2.5M-$262.6K2026-10-16
Compass Financial Group, Inc
INCREASED91,83258,979+32,853+56%$1.6M$2.5M+$888.9K2026-10-13
Larson Financial Group LLC
INCREASED91,52546,274+45,251+98%$1.3M$2.5M+$1.2M2026-11-05
FF Advisors,LLC
INCREASED91,43277,040+14,392+19%$2.1M$2.5M+$377.6K2026-10-21
Rossby Financial, LCC
INCREASED91,34590,705+640+1%$2.5M$2.5M-$3.3K2026-11-05
Apella Capital, LLC
INCREASED91,04175,643+15,398+20%$2.1M$2.5M+$403.1K2026-10-08
Reston Wealth Management LLC
DECREASED90,64296,670-6,028-6%$2.7M$2.5M-$187.8K2026-10-29
Embree Financial Group
DECREASED90,46291,594-1,132-1%$2.5M$2.5M-$52.2K2026-10-22
Asset Dedication, LLC
DECREASED88,16293,763-5,601-6%$2.6M$2.4M-$175.4K2026-11-03
Pflug Koory, LLC
INCREASED88,11083,227+4,883+6%$2.3M$2.4M+$115.0K2026-10-26
True North Advisors, LLC
INCREASED88,05188,038+13+0%$2.4M$2.4M-$19.9K2026-10-22
G&S Capital LLC
DECREASED87,767103,144-15,377-15%$2.9M$2.4M-$446.1K2026-10-23
Affinity Capital Advisors, LLC
DECREASED87,46387,596-1330%$2.4M$2.4M-$56.2K2026-10-13
Elser Financial Planning, Inc
DECREASED87,25289,813-2,561-3%$2.5M$2.4M-$91.0K2026-10-16
Howard Financial Services, Ltd.
DECREASED87,20788,282-1,075-1%$2.4M$2.4M-$49.8K2026-10-15
Amicus Financial Advisors, LLC
DECREASED86,68188,228-1,547-2%$2.4M$2.4M-$62.8K2026-11-03
Clear Retirement Advice LLC
DECREASED86,27887,339-1,061-1%$2.4M$2.4M-$49.2K2026-10-22
AWM Capital, LLC
DECREASED85,93186,016-850%$2.4M$2.4M-$22.1K2026-10-16
Sigma Planning Corp
DECREASED85,29988,920-3,621-4%$2.5M$2.3M-$133.0K2026-10-23
Angeles Wealth Management, LLC
INCREASED84,16084,154+6+0%$2.3M$2.3M-$19.2K2026-10-26
James Investment Research, Inc.
INCREASED84,09082,178+1,912+2%$2.3M$2.3M+$33.6K2026-10-22
Warwick Investment Management, Inc.
DECREASED82,77282,826-540%$2.3M$2.3M-$20.5K2026-10-19
Ritholtz Wealth Management
INCREASED81,17571,699+9,476+13%$2.0M$2.2M+$243.8K2026-11-05
Cathy Pareto & Associates, Inc
INCREASED81,07764,570+16,507+26%$1.8M$2.2M+$438.6K2026-10-15
Asset One Wealth Management LLC
INCREASED80,03230,187+49,845+165%$829.5K$2.2M+$1.4M2026-11-02
OAK Family Advisors, LLC
INCREASED78,09077,739+351+0%$2.2M$2.1M-$8.2K2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED77,48977,398+91+0%$2.1M$2.1M-$15.3K2026-10-29
Clark Asset Management, LLC
INCREASED77,39269,339+8,053+12%$1.9M$2.1M+$205.3K2026-10-19
Victory Financial Group, LLC
DECREASED77,16291,617-14,455-16%$2.5M$2.1M-$418.2K2026-10-27
Indivisible Partners
INCREASED76,67050,930+25,740+51%$1.4M$2.1M+$695.4K2026-10-26
Trek Financial, LLC
INCREASED76,28761,214+15,073+25%$1.7M$2.1M+$400.0K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED75,12267,896+7,226+11%$1.9M$2.1M+$182.9K2026-11-05
Ironwood Wealth Management, Llc.
UNCHANGED74,61474,61400%$2.1M$2.0M-$17.2K2026-10-28
Fifth Third Securities, Inc.
DECREASED74,57781,142-6,565-8%$2.2M$2.0M-$199.0K2026-10-21
AMI Investment Management Inc
DECREASED74,29874,452-1540%$2.1M$2.0M-$21.4K2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED74,09474,09400%$2.1K$2.0K-$172026-10-27
Carrera Capital Advisors
INCREASED73,97073,759+211+0%$2.0M$2.0M-$11.2K2026-11-03
Aspen Investment Management Inc
DECREASED73,40773,677-2700%$2.0K$2.0K-$252026-11-05
May Hill Capital, LLC
DECREASED72,91473,390-476-1%$2.0M$2.0M-$30.0K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED72,61572,677-620%$2.0M$2.0M-$18.4K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED71,65260,226+11,426+19%$1.7M$2.0M+$300.0K2026-10-21
Brickley Wealth Management
INCREASED70,76470,388+376+1%$1.9M$1.9M-$5.9K2026-11-04
Lee Financial Co
DECREASED70,52970,759-2300%$2.0M$1.9M-$22.6K2026-10-16
CWA Asset Management Group, LLC
INCREASED70,04158,493+11,548+20%$1.6M$1.9M+$303.8K2026-10-19
Claro Advisors Inc.
INCREASED69,49364,306+5,187+8%$1.8M$1.9M+$127.7K2026-11-02
Abacus Planning Group, Inc.
INCREASED69,09868,311+787+1%$1.9M$1.9M+$5.9K2026-11-02
Evanson Financial, LLC
INCREASED69,03468,179+855+1%$1.9M$1.9M+$7.8K2026-10-23
Meridian Financial Advisors, LLC
INCREASED68,59864,523+4,075+6%$1.8M$1.9M+$97.1K2026-10-14
Abound Wealth Management
INCREASED67,76758,315+9,452+16%$1.6M$1.9M+$246.2K2026-10-26
Elevated Financial Group LLC
DECREASED67,42270,371-2,949-4%$1.9M$1.9M-$97.2K2026-10-16
Granite Islands Private Wealth, LLC
INCREASED67,23366,279+954+1%$1.8M$1.8M+$11.0K2026-10-16
FinDec Wealth Services, Inc.
DECREASED66,23971,239-5,000-7%$2.0M$1.8M-$153.7K2026-10-30
Arkansas Financial Group, Inc.
INCREASED65,94157,194+8,747+15%$1.6M$1.8M+$227.1K2026-10-26
Diversified Investment Strategies, LLC
DECREASED65,68166,491-810-1%$1.8M$1.8M-$37.5K2026-10-28
Essential Partners LLC
INCREASED65,57962,565+3,014+5%$1.7M$1.8M+$68.4K2026-10-14
SteelPeak Wealth, LLC
INCREASED65,37662,104+3,272+5%$1.7M$1.8M+$75.6K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED64,90422,845+42,059+184%$632.8K$1.8M+$1.2M2026-11-06
Axos Invest Inc.
DECREASED64,81069,052-4,242-6%$1.9M$1.8M-$132.4K2026-10-21
Planned Solutions, Inc.
DECREASED64,37664,732-356-1%$1.8M$1.8M-$24.7K2026-10-19
Greenhouse Wealth Management, LLC
UNCHANGED64,30364,30300%$1.8M$1.8M-$14.8K2026-10-20
White Pine Investment Co
INCREASED63,54562,128+1,417+2%$1.7M$1.7K-$1.7M2026-10-15
Uptick Partners, LLC
INCREASED63,27137,291+25,980+70%$1.0M$1.7M+$705.1K2026-11-04
United Advisor Group, LLC
INCREASED62,55254,613+7,939+15%$1.5M$1.7M+$205.5K2026-11-03
R2 Capital Strategies, LLC
INCREASED62,04655,283+6,763+12%$1.5M$1.7M+$173.1K2026-10-15
Plan A Wealth LLC
INCREASED61,59648,425+13,171+27%$1.3M$1.7M+$350.7K2026-10-08
TD Private Client Wealth LLC
INCREASED61,4293,101+58,328+1881%$85.9K$1.7M+$1.6M2026-10-28
Heartwood Wealth Advisors LLC
DECREASED61,39861,734-336-1%$1.7M$1.7M-$23.4K2026-10-05
Thompson Investment Management, Inc.
DECREASED61,22462,500-1,276-2%$1.7M$1.7M-$49.4K2026-10-14
Evermay Wealth Management LLC
INCREASED60,72958,688+2,041+3%$1.6M$1.7M+$42.6K2026-11-05
KRM Wealth Management L.L.C.
DECREASED60,25561,967-1,712-3%$1.7M$1.7M-$61.3K2026-11-02
Great Waters Wealth Management
DECREASED60,04765,198-5,151-8%$1.8M$1.6M-$156.5K2026-10-07
FWG Investments, Llc.
NEW59,701—+59,701——$1.6M—2026-11-03
Capital Investment Advisors, LLC
INCREASED59,33849,667+9,671+19%$1.4M$1.6M+$254.2K2026-10-22
Frisco Financial Planning LLC
DECREASED59,31960,586-1,267-2%$1.7M$1.6M-$48.7K2026-10-05
RCW Management, LLC
DECREASED58,83659,254-418-1%$1.6M$1.6M-$25.1K2026-10-30
Carolina Wealth Management Inc
DECREASED57,62158,595-974-2%$1.6M$1.6M-$40.2K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED56,67556,314+361+1%$1.5M$1.5M-$6.6K2026-10-21
Successful Portfolios LLC
INCREASED56,33653,694+2,642+5%$1.5M$1.6M+$75.6K2026-10-09
Hardin Capital Partners, LLC
INCREASED56,12655,257+869+2%$1.5M$1.5M+$10.9K2026-10-09
Rossmore Private Capital
UNCHANGED56,09456,09400%$1.6M$1.5M-$12.9K2026-10-27
Sigma Investment Counselors Inc
INCREASED55,92130,963+24,958+81%$857.7K$1.5M+$678.5K2026-10-27
Brucke Financial, Inc.
INCREASED54,82553,068+1,757+3%$1.5M$1.5M+$36.1K2026-10-23
Independent Financial Group, LLC
DECREASED54,20254,327-1250%$1.5M$1.5M-$15.9K2026-10-13
National Wealth Management Group, LLC
INCREASED54,17839,439+14,739+37%$1.1M$1.5M+$395.8K2026-10-26
Sunburst Financial Group, LLC
DECREASED53,97654,083-1070%$1.5M$1.5M-$15.4K2026-10-09
Fermata Advisors, LLC
NEW53,879—+53,879——$1.5M—2026-10-13
Verus Wealth Management, LLC
UNCHANGED53,41853,41800%$1.5M$1.5M-$12.3K2026-10-13
Avant Financial Advisors LLC
INCREASED52,92249,414+3,508+7%$1.4M$1.5M+$85.0K2026-11-02
Kellett Wealth Advisors, LLC
NEW52,707—+52,707——$1.4M—2026-10-15
Visionary Horizons, LLC
INCREASED52,35349,014+3,339+7%$1.4M$1.4M+$80.4K2026-10-22
Smallwood Wealth Investment Management, LLC
DECREASED52,13754,865-2,728-5%$1.5M$1.4M-$87.6K2026-10-30
Weaver Capital Management LLC
INCREASED51,59151,036+555+1%$1.3M$1.4M+$154.1K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED51,49951,867-368-1%$1.4M$1.4M-$22.0K2026-10-26
Fonville Wealth Management LLC
DECREASED51,06356,358-5,295-9%$1.6M$1.4M-$158.4K2026-10-28
Oath Planning, LLC
INCREASED51,02750,170+857+2%$1.4M$1.4M+$12.0K2026-10-20
Eagle Strategies LLC
DECREASED50,56050,754-1940%$1.4M$1.4M-$17.0K2026-10-16
Code Waechter LLC
DECREASED50,36652,347-1,981-4%$1.5M$1.4M-$66.5K2026-10-23
GK Wealth Management LLC
DECREASED50,18058,545-8,365-14%$1.6M$1.4M-$243.3K2026-10-09
Wernau Asset Management Inc.
INCREASED49,93949,588+351+1%$1.4M$1.4M-$1.8K2026-10-19
Monetary Solutions, Ltd
INCREASED49,91449,909+5+0%$1.4M$1.4M-$11.3K2026-10-22
Lloyd Advisory Services, Llc.
INCREASED49,7565,313+44,443+837%$147.2K$1.4M+$1.2M2026-11-02
Lewis Asset Management, LLC
DECREASED49,42249,678-256-1%$1.4M$1.4M-$18.4K2026-10-14
Primoris Wealth Advisors, LLC
INCREASED48,70248,107+595+1%$1.3M$1.4M+$25.4K2026-10-28
HUB Investment Partners, LLC
INCREASED48,52940,555+7,974+20%$1.1M$1.3M+$209.7K2026-11-03
Simon Quick Advisors, LLC
INCREASED48,51447,905+609+1%$1.3M$1.3M+$5.7K2026-10-26
Aspiriant, LLC
INCREASED48,25137,458+10,793+29%$1.0M$1.3M+$287.9K2026-10-16
PFG Advisors
INCREASED48,16241,359+6,803+16%$1.1M$1.3M+$177.4K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED47,86047,684+176+0%$1.3M$1.3M-$6.1K2026-10-26
Watershed Private Wealth LLC
DECREASED47,69947,863-1640%$1.3M$1.3M-$15.5K2026-10-30
Cooper S Advisors, LLC
DECREASED47,64748,810-1,163-2%$1.4M$1.3M-$43.2K2026-11-03
Blue Zone Wealth Advisors, LLC
DECREASED47,64448,679-1,035-2%$1.3M$1.3M-$39.6K2026-10-19
Klingman & Associates, LLC
UNCHANGED47,05247,05200%$1.3M$1.3M-$10.8K2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED46,96018,516+28,444+154%$512.9K$1.3M+$777.1K2026-10-14
Evolution Advisers, Inc.
INCREASED46,94915,645+31,304+200%$433.0K$1.3M+$829.5K2026-11-06
Spinnaker Investment Group, LLC
DECREASED46,54448,940-2,396-5%$1.4M$1.3M-$77.1K2026-10-13
Burkett Financial Services, LLC
DECREASED46,38559,396-13,011-22%$1.6M$1.3M-$371.1K2026-10-01
Davidson Trust Co
UNCHANGED46,37046,37000%$1.3M$1.3M-$10.7K2026-10-09
Quadcap Wealth Management, LLC
DECREASED45,90245,920-180%$1.3M$1.3M-$11.1K2026-11-02
Lighthouse Wealth Management Inc.
INCREASED45,28544,780+505+1%$1.2M$1.2M+$3.6K2026-10-13
Zions Bancorporation, National Association
UNCHANGED45,00045,00000%$1.2M$1.2M-$10.4K2026-11-06
Acorn Wealth Advisors, LLC
DECREASED44,68245,485-803-2%$1.3M$1.2M-$32.5K2026-10-19
Forum Financial Management, LP
INCREASED44,39341,570+2,823+7%$1.2M$1.2M+$68.0K2026-10-16
Earned Wealth Advisors, LLC
DECREASED44,22644,489-263-1%$1.2M$1.2M-$17.5K2026-11-06
Nations Financial Group Inc,
DECREASED43,96444,544-580-1%$1.2M$1.2M-$26.2K2026-11-05
Curry Webb Wealth Management LLC
UNCHANGED43,95043,95000%$1.2M$1.2M$02026-10-22
LTG Capital LLC
DECREASED43,88344,122-239-1%$1.2M$1.2M-$16.7K2026-11-04
Clay Northam Wealth Management, LLC
DECREASED43,88044,225-345-1%$1.2M$1.2M-$19.6K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED43,53534,830+8,705+25%$964.8K$1.2M+$231.1K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED43,01243,717-705-2%$1.2M$1.2M-$29.4K2026-10-14
Total Clarity Wealth Management, Inc.
INCREASED42,61137,765+4,846+13%$1.0M$1.2M+$124.4K2026-10-26
TSG Advice Partners, LLC
NEW42,583—+42,583——$1.2M—2026-10-29
Fiduciary Alliance LLC
INCREASED42,52441,990+534+1%$1.2M$1.2M+$5.0K2026-10-13
Schwallier Wealth Management LLC
DECREASED42,20349,590-7,387-15%$1.4M$1.2M-$214.3K2026-11-05
Bullock Wealth Management Group
INCREASED42,19741,988+209+1%$1.1M$1.1M+$3.6K2026-10-09
New England Private Wealth Advisors LLC
INCREASED42,17923,828+18,351+77%$644.3K$1.2M+$514.3K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED42,05539,271+2,784+7%$1.1M$1.2M+$67.4K2026-10-26
Ironwood Financial, llc
DECREASED42,00842,191-1830%$1.1M$1.2M+$11.8K2026-10-20
Baker Avenue Asset Management, LP
INCREASED41,44537,253+4,192+11%$1.0M$1.1M+$106.6K2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED41,38043,158-1,778-4%$1.2M$1.1M-$58.8K2026-11-05
Valued Retirements, Inc.
INCREASED41,32640,460+866+2%$1.1M$1.1M+$14.5K2026-11-06
KCM Investment Advisors LLC
INCREASED40,97937,192+3,787+10%$1.0M$1.1M+$95.5K2026-10-27
TCI Wealth Advisors, Inc.
INCREASED40,81434,875+5,939+17%$966.1K$1.1M+$155.1K2026-10-30
Fisher Asset Management, LLC
INCREASED40,37127,210+13,161+48%$753.7K$1.1M+$355.3K2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED40,09441,153-1,059-3%$1.1M$1.1M-$38.5K2026-10-15
Bfsg, LLC
DECREASED40,08740,903-816-2%$1.1M$1.1M-$31.8K2026-10-30
Gould Asset Management LLC
DECREASED40,04040,120-800%$1.1M$1.1M-$11.4K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED40,03140,928-897-2%$1.1M$1.1M-$19.4K2026-10-19
Shakespeare Wealth Management, LLC
INCREASED39,75337,098+2,655+7%$1.0M$1.1M+$64.4K2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED39,75041,486-1,736-4%$1.1M$1.1M-$57.2K2026-10-22
71 West Capital Partners
UNCHANGED39,64239,64200%$1.1M$1.1M-$9.1K2026-11-04
Wolfstich Capital, LLC
DECREASED39,53851,215-11,677-23%$1.6M$1.6M$02026-10-14
Keybank National Association
DECREASED38,99839,357-359-1%$1.1M$1.1M-$18.9K2026-11-04
SevenBridge Financial Group, LLC
DECREASED38,94540,811-1,866-5%$1.2M$1.1M-$98.2K2026-10-26
Capital Square, LLC
INCREASED38,87437,130+1,744+5%$1.0M$1.1M+$44.9K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED38,74638,74600%$1.1M$1.1M-$8.9K2026-10-21
PDS Planning, Inc
INCREASED38,00736,965+1,042+3%$1.0M$1.0M+$20.1K2026-11-03
Highline Wealth Partners LLC
DECREASED37,87539,894-2,019-5%$1.1M$1.0M-$64.6K2026-10-19
RMR Wealth Builders
DECREASED37,35837,559-201-1%$1.0M$1.0M-$14.2K2026-10-22
Accredited Investors Inc.
INCREASED37,22020,996+16,224+77%$581.6K$1.0M+$440.8K2026-11-03
EdgeRock Capital LLC
INCREASED36,76928,775+7,994+28%$797.1K$1.0M+$213.0K2026-11-03
Pegasus Asset Management, Inc.
INCREASED36,34029,166+7,174+25%$807.9K$998.3K+$190.4K2026-11-03
Biltmore Family Office, LLC
UNCHANGED36,18836,18800%$1.0M$994.1K-$8.3K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED36,12036,940-820-2%$1.0M$992.2K-$31.0K2026-11-04
Wolff Financial Management LLC
UNCHANGED35,99335,99300%$997.0K$988.7K-$8.3K2026-10-23
Manuka Financial, LLC
UNCHANGED35,96035,96000%$996.1K$987.8K-$8.3K2026-10-16
Flower City Capital
INCREASED35,46035,335+125+0%$978.8K$974.1K-$4.7K2026-10-15
Granite Investment Partners, LLC
INCREASED35,27733,559+1,718+5%$929.6K$969.1K+$39.5K2026-11-04
Daytona Street Capital LLC
DECREASED35,00235,902-900-3%$990.0K$964.7K-$25.3K2026-10-15
Emergent Wealth Advisors, LLC
INCREASED34,77734,622+155+0%$959.0K$955.3K-$3.7K2026-10-09
Cabot Wealth Management Inc
INCREASED34,65533,295+1,360+4%$922.3K$952.0K+$29.7K2026-11-05
Mather Group, Llc.
INCREASED34,62633,356+1,270+4%$924.0K$951.2K+$27.2K2026-10-14
Twele Capital Management, Inc.
DECREASED34,26934,857-588-2%$965.5K$941.4K-$24.2K2026-10-13
Elevation Wealth Partners, LLC
INCREASED34,10833,704+404+1%$933.6K$937.0K+$3.3K2026-10-07
Signal Advisors Wealth, LLC
INCREASED33,99529,637+4,358+15%$820.9K$933.8K+$112.9K2026-10-13
Key Capital Management, Inc
INCREASED33,6816,638+27,043+407%$183.9K$925.2K+$741.3K2026-11-03
Legacy Bridge, LLC
DECREASED33,58834,588-1,000-3%$958.1K$922.7K-$35.4K2026-10-28
Bennett Selby Investments LP
INCREASED33,07727,681+5,396+19%$766.8K$908.6K+$141.9K2026-10-19
Blue Capital, Inc.
NEW32,984—+32,984——$906.1K—2026-10-13
Ferguson Wellman Capital Management, Inc
INCREASED32,95613,619+19,337+142%$377.2K$905.3K+$528.1K2026-10-05
Wlth Capital Management, LLC
DECREASED32,90556,017-23,112-41%$1.6M$903.9K-$647.8K2026-10-20
Crescent Sterling, Ltd.
DECREASED32,89733,322-425-1%$923.0K$903.7K-$19.3K2026-10-16
Oppenheimer Asset Management Inc.
INCREASED32,86828,304+4,564+16%$784.0K$902.9K+$118.9K2026-10-27
Almanack Investment Partners, Llc.
INCREASED32,79532,670+125+0%$905.0K$900.9K-$4.1K2026-11-03
StoryOne LLC
INCREASED32,78828,280+4,508+16%$783.4K$900.7K+$117.3K2026-10-13
Ehrlich Financial Group
INCREASED32,60632,206+400+1%$892.1K$895.7K+$3.6K2026-10-20
Assetmark, Inc
INCREASED32,55823,025+9,533+41%$637.8K$894.4K+$256.6K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED32,45126,966+5,485+20%$747.0K$891.4K+$144.5K2026-10-23
Single Point Partners, LLC
INCREASED32,41731,654+763+2%$876.8K$890.5K+$13.7K2026-10-19
Sage Financial Group Inc
DECREASED32,35633,602-1,246-4%$930.8K$888.8K-$42.0K2026-10-27
Quadrant Private Wealth Management, LLC
NEW32,335—+32,335——$888.3K—2026-11-04
Prospera Capital Management, LLC
DECREASED32,30643,552-11,246-26%$1.2M$887.4K-$325.3K2026-10-19
Curated Wealth Partners LLC
UNCHANGED32,15032,15000%$890.6K$883.2K-$7.4K2026-10-15
Clarity Capital Advisors, LLC
UNCHANGED31,90231,90200%$883.7K$876.3K-$7.3K2026-10-27
Gaddis Premier Wealth Advisors LLC
UNCHANGED31,82631,82600%$881.6K$874.3K-$7.3K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED31,25034,742-3,492-10%$962.4K$859.0K-$103.4K2026-10-30
Pacific Asset Management, LLC
UNCHANGED31,22331,22300%$864.9K$857.7K-$7.2K2026-10-15
LFA - Lugano Financial Advisors SA
UNCHANGED31,10431,10400%$861.6K$854.4K-$7.2K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED30,87530,866+9+0%$855.0K$848.1K-$6.9K2026-10-27
Integral Investment Advisors, Inc.
UNCHANGED30,64030,64000%$848.7K$841.7K-$7.0K2026-11-03
Davenport & Co LLC
DECREASED30,42031,293-873-3%$866.8K$835.6K-$31.2K2026-10-14
Seed Wealth Management, Inc.
DECREASED30,34031,040-700-2%$859.8K$833.4K-$26.4K2026-10-20
Market Street Wealth Management Advisors LLC
UNCHANGED30,28730,28700%$839.0K$832.0K-$7.0K2026-10-09
First Community Trust NA
INCREASED30,0251,024+29,001+2832%$28.4K$824.8K+$796.4K2026-10-07
Accel Wealth Management
UNCHANGED29,88029,88000%$827.7K$820.8K-$6.9K2026-10-13
MBL Wealth, LLC
UNCHANGED29,84629,84600%$826.7K$819.9K-$6.9K2026-10-22
Prospera Financial Services Inc
INCREASED29,72417,459+12,265+70%$483.8K$802.1K+$318.3K2026-11-04
Stone Summit Wealth LLC
DECREASED29,61230,142-530-2%$834.9K$813.4K-$21.5K2026-10-14
Pathway Financial Advisors LLC
UNCHANGED29,48829,48800%$810.0K$810.0K$02026-10-07
Mainsail Financial Group, LLC
UNCHANGED28,97428,97400%$802.6K$795.9K-$6.7K2026-10-23
Advisory Resource Group
DECREASED28,94940,860-11,911-29%$1.1M$795.2K-$336.6K2026-10-26
My Personal CFO, LLC
UNCHANGED28,86128,86100%$799.4K$792.8K-$6.6K2026-10-14
Sage Mountain Advisors LLC
UNCHANGED28,76728,76700%$796.8K$790.2K-$6.6K2026-11-02
Level Four Advisory Services, LLC
DECREASED28,35529,086-731-3%$805.7K$778.9K-$26.8K2026-11-06
StoneX Group Inc.
NEW28,339—+28,339——$778.5K—2026-11-03
Gerber Kawasaki Wealth & Investment Management
DECREASED28,20629,816-1,610-5%$825.9K$774.8K-$51.1K2026-10-29
Integrated Wealth Management
NEW28,150—+28,150——$773.3K—2026-10-19
Sovran Advisors, LLC
DECREASED28,14534,208-6,063-18%$922.9K$770.3K-$152.6K2026-11-02
Perryman Financial Advisory Inc
INCREASED28,13526,787+1,348+5%$742.0K$772.9K+$30.9K2026-10-16
OFS Enterprise LLC
INCREASED27,73327,684+49+0%$766.8K$761.8K-$5.0K2026-10-16
Sound Portfolio Advisors, LLC
INCREASED27,54719,870+7,677+39%$550.4K$756.7K+$206.3K2026-11-05
Versant Capital Management, Inc
DECREASED27,21232,091-4,879-15%$888.9K$747.5K-$141.4K2026-10-02
Robertson Stephens Wealth Management, LLC
INCREASED27,06125,238+1,823+7%$699.1K$743.4K+$44.3K2026-10-16
Citrine Capital LLC
INCREASED27,04718,054+8,993+50%$500.1K$743.0K+$242.9K2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED27,00427,304-300-1%$756.3K$741.8K-$14.5K2026-10-06
Sawgrass Asset Management LLC
UNCHANGED26,84426,84400%$743.6K$737.4K-$6.2K2026-11-03
DecisionMap Wealth Management, LLC
DECREASED26,54826,870-322-1%$744.3K$729.3K-$15.0K2026-10-29
Baxter Bros Inc
UNCHANGED26,52526,52500%$734.7K$728.6K-$6.1K2026-11-04
Sowell Financial Services LLC
INCREASED26,48924,455+2,034+8%$677.4K$727.6K+$50.3K2026-10-23
Twin Cities Retirement Group LLC
INCREASED25,90918,719+7,190+38%$518.5K$711.7K+$193.2K2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED25,69530,209-4,514-15%$836.8K$705.8K-$130.9K2026-11-04
Sterling Investment Management, LLC
INCREASED25,68325,510+173+1%$706.6K$705.5K-$1.1K2026-10-16
Money Concepts Capital Corp
INCREASED25,52716,098+9,429+59%$445.9K$701.2K+$255.3K2026-11-06
AAF Wealth Management, LLC
DECREASED25,52026,250-730-3%$727.1K$701.0K-$26.1K2026-10-28
Lionshead Wealth Management, LLC
UNCHANGED25,28025,28000%$700.3K$694.4K-$5.8K2026-10-21
Palisade Asset Management, LLC
UNCHANGED25,22025,22000%$698.6K$692.8K-$5.8K2026-11-03
Integrity Investment Advisors, LLC
INCREASED25,16818,359+6,809+37%$508.5K$691.4K+$182.8K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED25,15319,350+5,803+30%$536.0K$690.9K+$155.0K2026-10-14
Pinnacle Associates LTD
DECREASED25,09725,208-1110%$698.3K$689.4K-$8.8K2026-10-20
Chesley Taft & Associates LLC
UNCHANGED25,09725,09700%$695.2K$689.4K-$5.8K2026-10-13
Clear Investment Research, LLC
DECREASED24,96924,987-180%$692.1K$685.9K-$6.2K2026-11-06
Everest Financial Group LLC
DECREASED24,86025,017-157-1%$693.0K$682.9K-$10.1K2026-11-06
Everhart Financial Group, Inc.
INCREASED24,82124,402+419+2%$675.9K$681.8K+$5.9K2026-10-08
ETF Store, Inc.
INCREASED24,64324,605+38+0%$681.6K$676.9K-$4.6K2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED24,60824,60800%$681.6K$676.0K-$5.7K2026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED24,55823,989+569+2%$664.5K$674.6K+$10.1K2026-10-29
Wall Capital Group, Inc.
DECREASED24,51526,981-2,466-9%$747.4K$673.4K-$73.9K2026-10-14
Summit Global Investments
DECREASED24,45924,483-240%$678.0K$672-$677.3K2026-10-28
Midwest Financial Group LLC
DECREASED24,38724,865-478-2%$688.8K$669.9K-$18.9K2026-10-15
Greenwood Gearhart LLC
INCREASED24,20122,745+1,456+6%$630.0K$664.8K+$34.8K2026-11-02
Bensler, LLC
INCREASED23,99223,953+39+0%$663.5K$659.1K-$4.4K2026-11-05
Archer Investment Management, LLC
DECREASED23,96224,127-165-1%$668.3K$658.2K-$10.1K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED23,95623,397+559+2%$648.1K$658.1K+$10.0K2026-10-29
Eastern Bank
INCREASED23,797810+22,987+2838%$22.4K$653.7K+$631.3K2026-10-05
Signature Resources Capital Management, LLC
INCREASED23,69121,324+2,367+11%$590.7K$650.8K+$60.1K2026-10-16
YHB Investment Advisors, Inc.
INCREASED23,47123,029+442+2%$637.9K$644.8K+$6.8K2026-10-08
Compass Financial Management LLC
DECREASED23,43424,437-1,003-4%$676.9K$643.7K-$33.2K2026-10-30
Financial Synergies Wealth Advisors, Inc.
DECREASED23,35027,311-3,961-14%$756.5K$641.4K-$115.1K2026-10-16
Mayfair Advisory Group, LLC
INCREASED23,34223,272+70+0%$629.3K$641.2K+$11.9K2026-10-20
Ifrah Financial Services, Inc.
DECREASED23,22423,359-135-1%$647.1K$638.0K-$9.1K2026-10-13
WealthPLAN Partners, LLC
INCREASED23,07022,700+370+2%$628.8K$633.7K+$4.9K2026-10-15
RCS Financial Planning, LLC
DECREASED22,96837,376-14,408-39%$1.0M$630.9K-$404.4K2026-10-14
Vista Capital Partners, Inc.
DECREASED22,93224,989-2,057-8%$692.2K$629.9K-$62.3K2026-11-06
Darrow Company, Inc.
INCREASED22,87422,815+59+0%$632.0K$628.3K-$3.6K2026-10-22
Roger Wittlin Investment Advisory, LLC
UNCHANGED22,84622,84600%$632.8K$627.6K-$5.3K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED22,66722,149+518+2%$598.2K$622.7K+$24.4K2026-11-02
Values Added Financial LLC
UNCHANGED22,65922,65900%$627.7K$622.4K-$5.2K2026-10-28
Luts & Greenleigh Group, Inc.
UNCHANGED22,61722,61700%$626.5K$621.3K-$5.2K2026-11-05
Bright Futures Wealth Management, Llc.
UNCHANGED22,56722,56700%$625.1K$619.9K-$5.2K2026-10-23
MidAtlantic Capital Management, Inc.
UNCHANGED22,55422,55400%$624.7K$619.6K-$5.2K2026-11-05
D.A. Davidson & Co.
DECREASED22,44625,617-3,171-12%$709.6K$616.6K-$93.0K2026-10-28
Portside Wealth Group, LLC
INCREASED22,34920,409+1,940+10%$565.3K$613.9K+$48.6K2026-10-20
Madrid Wealth Management, LLC
DECREASED22,08122,106-250%$612.3K$606.6K-$5.8K2026-10-23
Piscataqua Savings Bank
UNCHANGED22,00222,00200%$609.5K$604.2K-$5.3K2026-10-21
Glass Jacobson Investment Advisors llc
DECREASED21,92024,064-2,144-9%$666.6K$602.1K-$64.4K2026-10-26
Carolina Wealth Advisors, LLC
DECREASED21,90724,946-3,039-12%$691.0K$601.8K-$89.2K2026-10-23
VCI Wealth Management LLC
INCREASED21,86918,125+3,744+21%$502.1K$600.7K+$98.7K2026-10-29
Parsons Capital Management Inc
INCREASED21,8447,471+14,373+192%$207.0K$600.1K+$393.1K2026-10-28
Equita Financial Network, Inc.
INCREASED21,68818,868+2,820+15%$522.6K$595.8K+$73.1K2026-10-19
Sterling Investment Advisors, Ltd.
INCREASED21,67121,496+175+1%$595.4K$595.3K-$1372026-10-27
Wealth Preservation Advisors, LLC
INCREASED21,61912,765+8,854+69%$353.6K$593.9K+$240.3K2026-11-05
TD Waterhouse Canada Inc.
DECREASED21,55821,658-1000%$591.3K$587.5K-$3.8K2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED21,22821,22800%$588.0K$583.1K-$4.9K2026-10-22
Sapient Capital LLC
INCREASED21,22417,844+3,380+19%$494.3K$583.0K+$88.7K2026-10-08
Personal CFO Solutions, LLC
NEW21,216—+21,216——$582.8K—2026-11-06
Bernardo Wealth Planning LLC
INCREASED21,11410,099+11,015+109%$279.7K$580.0K+$300.2K2026-10-23
ADE, LLC
UNCHANGED21,05721,05700%$583.3K$578.4K-$4.8K2026-10-29
Stockman Wealth Management, Inc.
UNCHANGED20,78520,78500%$575.7K$571.0K-$4.8K2026-10-27
Goldstein Advisors, LLC
INCREASED20,70719,972+735+4%$553.2K$568.8K+$15.6K2026-10-15
Sachem Hill LLC
DECREASED20,65621,272-616-3%$589.2K$567.4K-$21.8K2026-10-14
Prevail Innovative Wealth Advisors, LLC
INCREASED20,6329,716+10,916+112%$269.1K$562.4K+$293.3K2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED20,60620,60600%$570.8K$566.0K-$4.7K2026-10-27
Wealthcare Capital Management LLC
UNCHANGED20,38920,38900%$564.8K$560.1K-$4.7K2026-10-21
Aspect Partners, LLC
DECREASED20,33320,661-328-2%$572.3K$558.5K-$13.8K2026-10-20
Parkside Financial Bank & Trust
INCREASED20,18720,152+35+0%$558.2K$554.5K-$3.7K2026-10-27
Occidental Asset Management, LLC
INCREASED20,07819,603+475+2%$543.0K$551.5K+$8.5K2026-11-05
John Boyer, Inc.
UNCHANGED19,98819,98800%$553.7K$549.1K-$4.6K2026-10-27
Guardian Wealth Advisors, LLC
DECREASED19,97823,435-3,457-15%$649.1K$542.0K-$107.1K2026-10-30
3 Factor Indexing, LLC
UNCHANGED19,67719,67700%$545.1K$540.5K-$4.5K2026-10-15
Collective Family Office LLC
INCREASED19,64917,171+2,478+14%$475.6K$539.8K+$64.1K2026-10-05
Boston Trust Walden Corp
UNCHANGED19,58319,58300%$542.4K$537.9K-$4.5K2026-10-30
Fiduciary Financial Group, LLC
DECREASED19,58019,588-80%$542.6K$537.9K-$4.7K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED19,42019,42000%$537.9K$533.5K-$4.5K2026-10-14
Jacobs & Co
UNCHANGED19,36219,36200%$536$531-$52026-10-09
Citigroup Inc
DECREASED19,32422,018-2,694-12%$609.9K$530.8K-$79.1K2026-11-04
Robinswood Financial LLC
DECREASED19,24919,956-707-4%$552.8K$518.0K-$34.8K2026-10-20
Fifth Third Wealth Advisors LLC
DECREASED19,20019,606-406-2%$543.1K$527.4K-$15.7K2026-10-22
JIM Saulnier & Associates, LLC
UNCHANGED19,15219,15200%$530.5K$526.1K-$4.4K2026-11-04
MeadowBrook Investment Advisors LLC
DECREASED19,14319,443-300-2%$538.6K$514.6K-$24.0K2026-10-29
waypoint wealth counsel
UNCHANGED19,13319,13300%$530.0K$525.6K-$4.4K2026-10-22
Regions Financial Corp
DECREASED19,09722,687-3,590-16%$628.4K$524.6K-$103.8K2026-11-05
Astra Wealth Partners LLC
DECREASED19,02321,448-2,425-11%$594.1K$522.6K-$71.5K2026-11-06
HCR Wealth Advisors
UNCHANGED19,01819,01800%$526.8K$522.4K-$4.4K2026-10-15
Navigation Group, LLC
DECREASED18,75631,756-13,000-41%$879.6K$515.2K-$364.4K2026-10-28
Family Investment Center, Inc.
INCREASED18,60818,606+2+0%$515.4K$511.2K-$4.2K2026-10-19
Tenzing Financial LLC
DECREASED18,59118,836-245-1%$525.0K$500.3K-$24.7K2026-11-03
Sima Wealth Partners, LLC
DECREASED18,57818,598-200%$515.2K$510.3K-$4.8K2026-10-19
Retiremitten Financial LLC
INCREASED18,57613,101+5,475+42%$362.9K$507.5K+$144.6K2026-11-05
Private Trust Co NA
DECREASED18,48618,636-150-1%$516.2K$507.8K-$8.4K2026-10-20
Rede Wealth, LLC
UNCHANGED18,47918,47900%$511.9K$507.6K-$4.3K2026-10-22
Colorado Capital Management, Inc.
DECREASED18,26718,331-640%$508$502-$62026-10-15
AMG National Trust Bank
UNCHANGED18,18618,18600%$503.8K$499.6K-$4.2K2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED18,02019,012-992-5%$526.6K$495.0K-$31.6K2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED17,97312,542+5,431+43%$347.4K$493.7K+$146.3K2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED17,88417,88400%$495.4K$491.3K-$4.1K2026-10-23
Birchbrook, Inc.
DECREASED17,71018,550-840-5%$513.8K$486.5K-$27.3K2026-10-14
SRH Advisors, LLC
UNCHANGED17,61917,61900%$488.1K$484.0K-$4.1K2026-10-22
Entrewealth, LLC
UNCHANGED17,60917,60900%$492.0K$483.7K-$8.3K2026-10-14
International Assets Investment Management, LLC
INCREASED17,46817,325+143+1%$473.0K$476.0K+$3.0K2026-11-02
Greenleaf Trust
UNCHANGED17,40217,40200%$482.0K$478.0K-$4.0K2026-10-29
Heritage Wealth Management, Inc.
DECREASED17,36219,400-2,038-11%$537.4K$476.9K-$60.4K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED17,34517,202+143+1%$476.5K$476.5K-$282026-11-02
Orba Wealth Advisors, L.L.C.
UNCHANGED17,26917,26900%$478.4K$474.4K-$4.0K2026-10-23
Cornerstone Planning Group LLC
UNCHANGED17,03417,03400%$465.9K$464.5K-$1.4K2026-10-16
M Holdings Securities, Inc.
NEW16,927—+16,927——$464—2026-11-03
Well Done, LLC
DECREASED16,75018,260-1,510-8%$505.8K$460.1K-$45.7K2026-10-20
Gilpin Wealth Management, LLC
UNCHANGED16,72916,72900%$463.4K$459.5K-$3.8K2026-10-09
Elevated Capital Advisors, LLC
DECREASED16,69320,344-3,651-18%$563.5K$458.6K-$105.0K2026-11-04
Golden State Wealth Management, LLC
INCREASED16,67516,091+584+4%$445.7K$458.1K+$12.4K2026-11-02
Fragasso Financial Advisors Inc
DECREASED16,59216,601-90%$459.9K$452.5K-$7.4K2026-10-13
Burton Enright Welch
INCREASED16,50911,504+5,005+44%$318.7K$453.5K+$134.8K2026-11-04
Cutler Investment Counsel LLC
UNCHANGED16,43116,43100%$455.1K$451.4K-$3.8K2026-10-28
Parcion Private Wealth LLC
INCREASED16,35916,108+251+2%$446.2K$449.4K+$3.2K2026-10-28
Trust Co of Vermont
UNCHANGED16,35416,35400%$453.0K$449.2K-$3.8K2026-10-21
Rainier Family Wealth Inc
INCREASED16,33615,982+354+2%$442.7K$448.8K+$6.0K2026-11-02
Certior Financial Group, LLC
DECREASED16,33218,044-1,712-9%$499.8K$448.6K-$51.2K2026-10-19
Roffman Miller Associates Inc
INCREASED16,21411,989+4,225+35%$332.1K$445.4K+$113.3K2026-10-19
One Advisory Partners, LLC
DECREASED16,19016,292-102-1%$451.3K$444.7K-$6.5K2026-10-22
Moneco Advisors, LLC
DECREASED16,13016,154-240%$447.5K$443.1K-$4.4K2026-11-05
Willis Johnson Wealth, Inc.
DECREASED16,11117,568-1,457-8%$486.6K$442.6K-$44.1K2026-11-03
Investment Partners Asset Management, Inc.
DECREASED16,01216,030-180%$444.0K$439.9K-$4.2K2026-10-09
Silver Oak Advisory Group, Inc.
UNCHANGED16,00716,00700%$443.0K$439.7K-$3.3K2026-11-06
Traynor Capital Management, Inc.
DECREASED15,88216,408-526-3%$454.5K$436.3K-$18.2K2026-10-29
Canopy Partners, LLC
INCREASED15,88015,795+85+1%$437.5K$436.2K-$1.3K2026-10-28
CWC Advisors, Llc.
DECREASED15,85516,337-482-3%$452.5K$435.5K-$17.0K2026-10-15
Cottage Street Advisors LLC
INCREASED15,84915,295+554+4%$423.7K$435.4K+$11.7K2026-10-19
GuidedMoney, LLC
UNCHANGED15,70415,70400%$435.0K$431.4K-$3.6K2026-10-29
Synergy Asset Management, LLC
NEW15,674—+15,674——$430.6K—2026-11-05
Aviance Capital Partners, LLC
UNCHANGED15,67415,67400%$434.2K$430.6K-$3.6K2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED15,65415,65400%$433.6K$430.0K-$3.6K2026-10-30
Haven Private, LLC
UNCHANGED15,61615,61600%$432.6K$429.0K-$3.6K2026-10-27
25 LLC
DECREASED15,53315,870-337-2%$439.6K$426.7K-$12.9K2026-10-13
Acorn Financial Advisory Services Inc
UNCHANGED15,47115,47100%$428.5K$425.0K-$3.6K2026-11-02
Manske Wealth Management
INCREASED15,46615,345+121+1%$425.0K$424.8K-$2052026-10-26
Moss Adams Wealth Advisors LLC
INCREASED15,45510,749+4,706+44%$297.8K$424.6K+$126.8K2026-10-28
Hurlow Wealth Management Group, Inc.
INCREASED15,42415,220+204+1%$421.6K$423.7K+$2.1K2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED15,35215,131+221+1%$419.1K$421.7K+$2.6K2026-11-02
Macroview Investment Management LLC
UNCHANGED15,32215,32200%$424.4K$420.9K-$3.5K2026-10-26
Gutierrez Wealth Advisory, LLC
DECREASED15,21617,209-1,993-12%$476.7K$418.0K-$58.7K2026-11-02
First Pacific Financial
UNCHANGED15,21315,21300%$421.4K$417.9K-$3.5K2026-10-14
Swmg, LLC
NEW15,202—+15,202——$408.6K—2026-10-23
First Growth Capital LLC
UNCHANGED15,19615,19600%$420.9K$417.4K-$3.5K2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED15,05615,05600%$417.1K$413.6K-$3.5K2026-10-15
Mirador Capital Partners LP
INCREASED15,05515,002+53+0%$415.6K$413.6K-$2.0K2026-10-09
Fairway Wealth LLC
INCREASED15,03513,519+1,516+11%$374.5K$413.0K+$38.5K2026-10-30
Falcon Wealth Planning
INCREASED14,97811,174+3,804+34%$309.5K$411.4K+$101.9K2026-11-06
Lutz Financial Services LLC
UNCHANGED14,93814,93800%$413.8K$410.3K-$3.4K2026-11-06
Cassilly Financial Group LLC
UNCHANGED14,93814,93800%$413.8K$410.3K-$3.4K2026-10-07
Resonant Capital Advisors, LLC
UNCHANGED14,92214,92200%$413.3K$409.9K-$3.4K2026-10-15
Cornerstone Wealth Group, LLC
DECREASED14,85317,217-2,364-14%$476.9K$408.0K-$68.9K2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED14,84314,698+145+1%$407.1K$407.7K+$6022026-11-03
Spire Wealth Management
INCREASED14,78414,516+268+2%$402.1K$406.1K+$4.0K2026-10-30
Cullen T Bankers, Inc.
INCREASED14,74814,716+32+0%$407.6K$405.1K-$2.5K2026-10-28
Omni 360 Wealth, Inc.
INCREASED14,67214,249+423+3%$394.7K$403.0K+$8.3K2026-10-13
Sage Rhino Capital LLC
INCREASED14,63914,412+227+2%$399.2K$402.1K+$2.9K2026-10-28
Hartline Investment Corp/
UNCHANGED14,54414,54400%$402.9K$399.5K-$3.3K2026-10-29
Western Reserve Capital Management, LLC
INCREASED14,52014,447+73+1%$400.2K$398.9K-$1.3K2026-10-14
Twelve Points Wealth Management LLC
INCREASED14,46114,445+16+0%$400.1K$390.1K-$10.0K2026-11-03
Smith Salley Wealth Management
INCREASED14,45114,134+317+2%$391.5K$397.0K+$5.5K2026-11-03
Fulton Bank, N.A.
UNCHANGED14,38614,38600%$398.5K$395.2K-$3.3K2026-10-14
Fulcrum Wealth Advisors, LLC
UNCHANGED14,38414,38400%$398.4K$395.1K-$3.3K2026-10-16
NewSquare Capital LLC
UNCHANGED14,23414,23400%$394.3K$391.0K-$3.3K2026-11-06
Highland Capital Management, LLC
UNCHANGED14,13214,13200%$391.5K$388.2K-$3.3K2026-10-26
Worth Asset Management, LLC
UNCHANGED14,03914,03900%$388.9K$385.7K-$3.2K2026-10-07
BetterWealth, LLC
DECREASED13,99114,078-87-1%$390.0K$384.3K-$5.6K2026-10-15
Innovative Wealth Building LLC
NEW13,966—+13,966——$383.6K—2026-10-14
Avity Investment Management Inc.
UNCHANGED13,80013,80000%$382.3K$379.1K-$3.2K2026-10-09
LJI Wealth Management, LLC
UNCHANGED13,74813,74800%$380.8K$377.7K-$3.2K2026-10-28
Northwest Wealth Management, LLC
DECREASED13,73714,175-438-3%$392.6K$377.4K-$15.3K2026-10-30
Builder Investment Group Inc
DECREASED13,71413,996-282-2%$387.7K$376.7K-$11.0K2026-10-22
Hippocratic Financial Advisors, LLC
INCREASED13,64510,130+3,515+35%$280.6K$374.8K+$94.2K2026-10-13
Jacobi Capital Management LLC
INCREASED13,61113,416+195+1%$371.6K$373.9K+$2.3K2026-11-05
Financial Concepts Unlimited, Inc.
INCREASED13,56713,560+7+0%$375.6K$372.7K-$2.9K2026-11-06
Directional Asset Management
INCREASED13,53413,284+250+2%$368.0K$371.8K+$3.8K2026-10-22
Strategic Advisory Partners, LLC
INCREASED13,47113,239+232+2%$366.7K$370.0K+$3.3K2026-11-06
Farnam Financial LLC
UNCHANGED13,43013,43000%$372.0K$361.7K-$10.3K2026-10-21
Accretive Wealth Partners, LLC
UNCHANGED13,39813,39800%$371.1K$368.0K-$3.1K2026-11-06
Asset Advisory Group, Inc.
INCREASED13,37611,899+1,477+12%$329.6K$367.5K+$37.9K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED13,26811,616+1,652+14%$321.8K$364.5K+$42.7K2026-10-22
Ahara Advisors LLC
UNCHANGED13,25413,25400%$367.1K$364.1K-$3.0K2026-10-29
Greenup Street Wealth Management LLC
INCREASED13,2019,827+3,374+34%$272.2K$362.6K+$90.4K2026-10-28
Busey Bank
INCREASED13,1829,714+3,468+36%$269.1K$362.1K+$93.0K2026-10-26
Mengis Capital Management, Inc.
DECREASED13,14713,429-282-2%$372.0K$361.1K-$10.9K2026-10-13
IronBridge Private Wealth, LLC
INCREASED13,11411,870+1,244+10%$328.8K$360.2K+$31.4K2026-11-03
Iron Financial LLC
DECREASED13,08113,086-50%$362.5K$359.3K-$3.2K2026-10-23
Annex Advisory Services, LLC
INCREASED13,03110,512+2,519+24%$291.2K$358.0K+$66.8K2026-10-16
Heritage Investors Management Corp
DECREASED12,99414,409-1,415-10%$399.0K$357-$398.6K2026-10-29
Advisortrust Partners, LLC
NEW12,878—+12,878——$353.8K—2026-11-02
Consilium Wealth Advisory, LLC
UNCHANGED12,71812,71800%$352.3K$349.4K-$2.9K2026-10-14
Key FInancial Inc
UNCHANGED12,68212,68200%$351.3K$348.4K-$2.9K2026-11-02
Florida Trust Wealth Management Co
UNCHANGED12,65912,65900%$350.7K$347.7K-$2.9K2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED12,65412,919-265-2%$357.9K$347.6K-$10.3K2026-10-07
Shearwater Capital LLC
DECREASED12,57613,328-752-6%$369.2K$345.5K-$23.7K2026-10-13
Magnus Financial Group LLC
INCREASED12,5619,591+2,970+31%$265.7K$345.0K+$79.4K2026-10-21
BXM Wealth LLC
UNCHANGED12,54112,54100%$347.4K$344.5K-$2.9K2026-11-03
Addison Advisors LLC
UNCHANGED12,49112,49100%$346.0K$343.1K-$2.9K2026-11-06
Founders Financial Securities LLC
INCREASED12,46812,452+16+0%$344.9K$342.5K-$2.4K2026-10-28
JB Capital LLC
INCREASED12,36512,066+299+2%$334.2K$339.7K+$5.4K2026-10-19
Advisor OS, LLC
DECREASED12,26914,005-1,736-12%$387.9K$337.0K-$50.9K2026-11-03
Ignite Planners, LLC
DECREASED12,24812,313-65-1%$341.1K$336.5K-$4.6K2026-10-14
Aquire Wealth Advisors, LLC
INCREASED12,12811,961+167+1%$331.3K$333.2K+$1.8K2026-10-23
McCarley & Cook Financial Planners
UNCHANGED12,03412,03400%$333.3K$330.6K-$2.8K2026-10-21
BOS Asset Management, LLC
UNCHANGED11,98011,98000%$331.8K$329.1K-$2.8K2026-10-09
Stonebridge Financial Group, LLC
INCREASED11,97011,864+106+1%$328.6K$328.8K+$1832026-10-01
Cynosure Group, LLC
UNCHANGED11,83811,83800%$327.9K$325.2K-$2.7K2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED11,82414,037-2,213-16%$388.8K$324.8K-$64.0K2026-10-27
HBW Advisory Services LLC
INCREASED11,7949,123+2,671+29%$252.7K$324.0K+$71.3K2026-10-15
ARK & TLK Investments, LLC
UNCHANGED11,66211,66200%$323.0K$320.4K-$2.7K2026-10-20
Human Investing LLC
UNCHANGED11,59411,59400%$321.2K$318.5K-$2.7K2026-10-19
Index Fund Advisors, Inc.
UNCHANGED11,55711,55700%$320.1K$317.5K-$2.7K2026-11-05
CX Institutional
INCREASED11,53811,437+101+1%$317$317$02026-10-02
Prudent Man Investment Management, Inc.
INCREASED11,52672+11,454+15908%$1.7K$316.6K+$314.9K2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED11,50211,810-308-3%$327.1K$316.0K-$11.2K2026-10-26
Scott Capital Advisors, LLC
INCREASED11,48511,465+20+0%$317.6K$313.1K-$4.5K2026-10-13
Clayton Financial Group LLC
INCREASED11,4767,854+3,622+46%$217.6K$315.3K+$97.7K2026-10-13
Heck Capital Advisors, LLC
UNCHANGED11,42911,42900%$316.6K$314.0K-$2.6K2026-10-14
White Lighthouse Investment Management Inc.
INCREASED11,40810,933+475+4%$302.9K$313.4K+$10.5K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED11,30811,339-310%$314.1K$310.6K-$3.5K2026-10-16
Global Wealth Strategies & Associates
DECREASED11,26411,757-493-4%$325.7K$309.4K-$16.2K2026-10-02
Redw Wealth LLC
DECREASED11,25115,067-3,816-25%$417.4K$309.1K-$108.3K2026-11-02
Joel Isaacson & Co., LLC
INCREASED11,24310,063+1,180+12%$278.8K$308.9K+$30.1K2026-11-05
Columbia Asset Management
INCREASED11,20811,203+5+0%$310.3K$307.9K-$2.4K2026-10-19
Waterfront Wealth Inc.
DECREASED11,10111,104-30%$305.9K$300.4K-$5.5K2026-11-03
Barlow Wealth Partners, LLC
UNCHANGED11,06611,06600%$302.0K$305.4K+$3.4K2026-10-15
Cahaba Wealth Management, Inc.
UNCHANGED11,04611,04600%$306.0K$303.4K-$2.5K2026-10-26
Calamos Advisors LLC
UNCHANGED10,96810,96800%$303.8K$301.3K-$2.5K2026-11-02
Calamos Wealth Management LLC
UNCHANGED10,91910,91900%$302.5K$299.9K-$2.5K2026-11-02
LWM Advisors Inc
NEW10,908—+10,908——$299.7K—2026-10-08
RBA Wealth Management, LLC
DECREASED10,88110,929-480%$302.7K$298.9K-$3.8K2026-10-28
Essex Bank
DECREASED10,86912,004-1,135-9%$332.5K$298.5K-$34.0K2026-10-16
Arta Finance Wealth Management LLC
INCREASED10,8668,964+1,902+21%$248.3K$298.5K+$50.2K2026-10-28
Marathon Strategic Advisors, LLC
UNCHANGED10,81210,81200%$299.5K$297.0K-$2.5K2026-10-20
Radnor Capital Management, LLC
UNCHANGED10,76810,76800%$298.3K$295.8K-$2.5K2026-10-23
Rockwood Wealth Management, LLC
INCREASED10,7079,193+1,514+16%$254.6K$294.1K+$39.5K2026-10-27
Summit Investment Advisory Services, LLC
UNCHANGED10,64310,64300%$294.8K$292.4K-$2.4K2026-11-03
Clarity Wealth Advisors, LLC
UNCHANGED10,63510,63500%$294.6K$292.1K-$2.4K2026-10-21
Relyea Zuckerberg Hanson LLC
INCREASED10,5579,177+1,380+15%$254.2K$290.0K+$35.8K2026-10-20
Morling Financial Advisors, LLC
INCREASED10,5079,239+1,268+14%$255.9K$288.6K+$32.7K2026-10-28
Wedbush Securities Inc
INCREASED10,5017,915+2,586+33%$219.0K$288-$218.7K2026-10-22
Laurel Wealth Advisors LLC
DECREASED10,44810,948-500-5%$303.3K$287.0K-$16.3K2026-10-27
River's Edge Wealth Management, LLC
DECREASED10,41410,426-120%$286.5K$280.4K-$6.1K2026-10-19
Security National Bank
UNCHANGED10,39910,39900%$288.1K$285.7K-$2.4K2026-10-26
Catalyst Financial Partners LLC
NEW10,385—+10,385——$285.3K—2026-11-06
William Mack & Associates, Inc.
INCREASED10,36510,311+54+1%$285.6K$284.7K-$8882026-10-27
Madison Park Capital Advisors, LLC
UNCHANGED10,31910,31900%$285.8K$283.5K-$2.4K2026-10-28
BLB&B Advisors, LLC
DECREASED10,27510,337-62-1%$286.3K$282.3K-$4.1K2026-10-27
Palacios Wealth Management, LLC
NEW10,260—+10,260——$281.8K—2026-11-04
Evolution Wealth Management Inc.
INCREASED10,1852,635+7,550+287%$73.0K$279.8K+$206.8K2026-10-28
Bigelow Investment Advisors, LLC
DECREASED10,17312,744-2,571-20%$353.0K$279.5K-$73.6K2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED10,15110,15100%$281.2K$278.8K-$2.3K2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED10,07210,07200%$279.0K$276.7K-$2.3K2026-11-03
Patten & Patten Inc
INCREASED10,0148,959+1,055+12%$248.2K$275.1K+$26.9K2026-10-26
Capital City Trust Co
UNCHANGED10,00510,00500%$277.1K$274.8K-$2.3K2026-10-22
Glaxis Capital Management, LLC
DECREASED10,00026,000-16,000-62%$720.2K$274.7K-$445.5K2026-11-02
Ironsides Asset Advisors, LLC
UNCHANGED10,00010,00000%$277.0K$274.7K-$2.3K2026-10-20
SLT Holdings LLC
UNCHANGED10,00010,00000%$277.0K$274.7K-$2.3K2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED9,9458,818+1,127+13%$244.3K$273.2K+$28.9K2026-11-03
Morton Capital Management LLC
UNCHANGED9,9439,94300%$275.4K$273.1K-$2.3K2026-10-23
Level Wealth Management LLC
NEW9,874—+9,874——$271.2K—2026-10-23
Cypress Wealth Services, LLC
INCREASED9,8749,777+97+1%$270.8K$272.5K+$1.7K2026-10-21
J. L. Bainbridge & Co., Inc.
DECREASED9,73811,191-1,453-13%$310.0K$267.5K-$42.5K2026-10-20
Forza Wealth Management, LLC
UNCHANGED9,6349,63400%$266.9K$264.6K-$2.2K2026-10-20
Sprinkle Financial Consultants LLC
UNCHANGED9,6169,61600%$266.4K$264.1K-$2.2K2026-10-09
Old Port Advisors
DECREASED9,59010,590-1,000-9%$293.4K$263.4K-$29.9K2026-10-23
Strategic Advocates LLC
INCREASED9,5689,412+156+2%$260.7K$262.8K+$2.1K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED9,5679,56700%$265.0K$262.8K-$2.2K2026-10-19
Northern Lights Advisors, Inc.
UNCHANGED9,5519,55100%$264.6K$262.4K-$2.2K2026-10-21
First Interstate Bank
UNCHANGED9,4469,44600%$261.7K$259.5K-$2.2K2026-10-23
McClarren Financial Advisors, Inc.
NEW9,384—+9,384——$257.8K—2026-10-15
Wetzel Investment Advisors, Inc.
UNCHANGED9,3789,37800%$259.8K$257.6K-$2.2K2026-10-13
Manchester Financial Inc
DECREASED9,2209,757-537-5%$270.3K$253.3K-$17.0K2026-10-15
Stephenson & Company, Inc.
UNCHANGED9,2079,20700%$255.0K$252.9K-$2.1K2026-10-30
Mindset Wealth Management, LLC
NEW9,193—+9,193——$252.5K—2026-10-19
Tritonpoint Wealth, LLC
DECREASED9,18910,392-1,203-12%$287.9K$252.4K-$35.4K2026-10-19
Interchange Capital Partners, LLC
INCREASED9,1238,720+403+5%$241.5K$250.6K+$9.1K2026-10-28
Briggs Wealth Management, Inc
UNCHANGED9,1159,11500%$252.5K$250.4K-$2.1K2026-10-26
Weatherly Asset Management L. P.
UNCHANGED9,1119,11100%$252.4K$250.3K-$2.1K2026-10-20
Centennial Advisors, LLC
NEW9,087—+9,087——$249.6K—2026-10-21
Keystone Wealth Services, LLC
DECREASED9,0649,575-511-5%$265.2K$250.7K-$14.5K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
DECREASED9,0419,257-216-2%$256.4K$248.4K-$8.0K2026-10-28
Baker Tilly Wealth Management, LLC
UNCHANGED9,0349,03400%$250.3K$248.2K-$2.1K2026-10-05
Dahring | Cusmano LLC
DECREASED9,0319,351-320-3%$259.0K$248.1K-$10.9K2026-11-03
Peterson Wealth Advisors, LLC
INCREASED9,0108,960+50+1%$248.2K$247.5K-$7072026-10-08
Woodside Wealth Management LLC
UNCHANGED9,0109,01000%$249.6K$247.5K-$2.1K2026-10-16
Linscomb Wealth, Inc.
UNCHANGED9,0059,00500%$249.4K$247.4K-$2.1K2026-11-05
Argos Wealth Advisors, LLC
UNCHANGED8,9908,99000%$249.0K$247.0K-$2.1K2026-11-02
Canvas Wealth Advisors, LLC
DECREASED8,9889,812-824-8%$271.8K$246.0K-$25.8K2026-11-02
Lazari Capital Management, Inc.
DECREASED8,9769,194-218-2%$254.7K$246.6K-$8.1K2026-10-20
BostonPremier Wealth LLC
INCREASED8,8988,319+579+7%$230.4K$244.4K+$14.0K2026-10-16
Werba Rubin Papier Wealth Management
UNCHANGED8,8778,87700%$245.9K$243.8K-$2.0K2026-11-06
LexAurum Advisors, LLC
INCREASED8,8428,402+440+5%$232.7K$242.9K+$10.2K2026-10-19
One Way Holdings LLC
DECREASED8,7198,748-290%$242.3K$239.5K-$2.8K2026-10-29
Principle Wealth Partners LLC
NEW8,673—+8,673——$238.3K—2026-11-02
Parkshore Wealth Management, Inc.
DECREASED8,6508,695-45-1%$240.9K$237.6K-$3.2K2026-10-13
Kwmg, LLC
DECREASED8,6178,829-212-2%$244.6K$236.7K-$7.9K2026-10-07
Clear Point Advisors Inc.
INCREASED8,5938,562+31+0%$237.2K$236.1K-$1.1K2026-10-30
Stage Harbor Financial, LLC
UNCHANGED8,5938,59300%$238.0K$236.1K-$2.0K2026-11-03
TrustWell Financial Advisors, LLC
DECREASED8,5898,913-324-4%$246.9K$235.9K-$11.0K2026-10-15
TFC Financial Management, Inc.
UNCHANGED8,5588,55800%$237.0K$235.1K-$2.0K2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED8,5588,55800%$234.1K$235.1K+$1.0K2026-10-29
Financial Management Network Inc
UNCHANGED8,5428,54200%$230.7K$235.6K+$4.9K2026-10-09
Crumly & Associates Inc.
UNCHANGED8,5268,52600%$236.2K$234.2K-$2.0K2026-10-07
Grant Private Wealth Management Inc
INCREASED8,5027,654+848+11%$212.0K$233.6K+$21.5K2026-10-19
CDM Financial Counseling Services, Inc.
UNCHANGED8,4598,45900%$234.3K$232.4K-$1.9K2026-10-15
HMV Wealth Advisors, LLC
INCREASED8,4418,160+281+3%$226.0K$231.9K+$5.8K2026-10-27
Silverlake Wealth Management LLC
UNCHANGED8,4198,41900%$233.2K$231.3K-$1.9K2026-10-21
Fortem Financial Group, LLC
UNCHANGED8,4098,40900%$232.9K$231.0K-$1.9K2026-10-20
Xena Financial Planning, LLC
UNCHANGED8,3688,36800%$231.8K$229.9K-$1.9K2026-10-13
One Day In July LLC
NEW8,354—+8,354——$229.5K—2026-10-30
Traveka Wealth, LLC
UNCHANGED8,3408,34000%$231.0K$229.1K-$1.9K2026-10-19
Cypress Financial Planning LLC
INCREASED8,3388,005+333+4%$221.7K$229.0K+$7.3K2026-10-09
Financial Symmetry Inc
INCREASED8,2928,288+4+0%$229.6K$227.8K-$1.8K2026-10-06
VestGen Advisors, LLC
INCREASED8,2548,041+213+3%$222.7K$226.7K+$4.0K2026-10-27
Keenan, LLC
INCREASED8,2157,910+305+4%$219.1K$225.7K+$6.6K2026-10-23
Gibbs Wealth Management
NEW8,158—+8,158——$224.1K—2026-10-22
Fortis Group Advisors, LLC
INCREASED8,1477,309+838+11%$202.5K$219.8K+$17.3K2026-11-06
Heritage OAK Wealth Advisors LLC
UNCHANGED8,1048,10400%$224.5K$222.6K-$1.9K2026-10-14
GW Henssler & Associates LTD
INCREASED8,1027,994+108+1%$221.4K$222.6K+$1.1K2026-10-26
Global Assets Advisory, LLC
DECREASED8,0608,260-200-2%$225.9K$222.6K-$3.3K2026-10-28
Maltin Wealth Management, Inc.
UNCHANGED8,0588,05800%$223.2K$221.3K-$1.9K2026-10-13
MKD Wealth Coaches, LLC
INCREASED8,0167,859+157+2%$217.7K$220.2K+$2.5K2026-10-09
Nova Financial LLC
NEW8,006—+8,006——$219.9K—2026-11-04
Grandview Asset Management LLC
DECREASED7,97610,220-2,244-22%$283.1K$219.1K-$64.0K2026-10-19
Burke & Herbert Bank & Trust Co
UNCHANGED7,9707,97000%$220.8K$218.9K-$1.8K2026-11-02
Platform Technology Partners
INCREASED7,9617,310+651+9%$202.5K$218.7K+$16.2K2026-11-02
New Wave Wealth Advisors LLC
INCREASED7,9617,842+119+2%$217.2K$216.1K-$1.2K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED7,9067,90600%$219.0K$217.2K-$1.8K2026-10-16
Trust Point Inc.
DECREASED7,90012,961-5,061-39%$359.0K$217.0K-$142.0K2026-10-27
Commons Capital, LLC
UNCHANGED7,8067,80600%$216.2K$214.4K-$1.8K2026-11-05
Fortune Financial Group, Inc.
DECREASED7,7938,707-914-10%$241.2K$214.1K-$27.1K2026-10-22
Gateway Investment Advisers LLC
NEW7,736—+7,736——$212.5K—2026-10-13
Total Investment Management Inc
UNCHANGED7,7287,72800%$212.0K$212.3K+$3092026-10-22
Landmark Wealth Management, LLC
DECREASED7,6808,072-392-5%$223.6K$211.0K-$12.6K2026-11-03
Adamsbrown Wealth Consultants LLC
NEW7,670—+7,670——$210.7K—2026-10-20
Paragon Capital Management Ltd
UNCHANGED7,6447,64400%$211.7K$210.0K-$1.8K2026-10-09
Breakwater Capital Group
NEW7,629—+7,629——$209.6K—2026-10-09
Wedgewood Investors Inc
UNCHANGED7,6087,60800%$210.7K$209.0K-$1.8K2026-10-28
Strategic Blueprint, LLC
NEW7,604—+7,604——$208.9K—2026-10-22
Wavvest Wealth LLC
NEW7,561—+7,561——$207.7K—2026-10-21
Summit Wealth Group LLC / Co
NEW7,549—+7,549——$207.4K—2026-10-29
Foundation Wealth Management, LLC
NEW7,512—+7,512——$206.4K—2026-10-22
Professional Financial Advisors, LLC
INCREASED7,5017,496+5+0%$207.6K$206.1K-$1.6K2026-10-13
Partners Wealth Management, LLC
NEW7,493—+7,493——$205.8K—2026-10-28
Connecticut Wealth Management, LLC
NEW7,487—+7,487——$205.7K—2026-10-13
LFG Wealth Partners, LLC
DECREASED7,37811,025-3,647-33%$305.4K$202.7K-$102.7K2026-10-28
Compass Planning Associates Inc
UNCHANGED7,3727,37200%$204.2K$202.5K-$1.7K2026-10-13
SeedSafe Financial LLC
UNCHANGED7,3647,36400%$204.0K$202.3K-$1.7K2026-11-02
Redwood Financial Network Corp
NEW7,357—+7,357——$202.1K—2026-11-03
Foundry Financial LLC
NEW7,336—+7,336——$201.5K—2026-10-16
BAM Wealth Management, LLC
UNCHANGED7,3147,31400%$202.6K$200.9K-$1.7K2026-10-15
Saxon Interests, Inc.
UNCHANGED7,3027,30200%$202.3K$200.6K-$1.7K2026-10-26
Sepio Capital, LP
NEW7,297—+7,297——$200.5K—2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED7,1987,19800%$199.4K$197.7K-$1.7K2026-10-27
Central Trust Co
INCREASED7,013717+6,296+878%$19.9K$192.6K+$172.8K2026-11-05
Align Financial, LLC
INCREASED6,9243,983+2,941+74%$110.3K$190.2K+$79.9K2026-10-16
Trust Co of Toledo NA
UNCHANGED6,7786,77800%$187.8K$186.2K-$1.6K2026-10-16
Grove Bank & Trust
UNCHANGED6,7176,71700%$186.1K$184.5K-$1.5K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED6,5326,53200%$180.9K$179.4K-$1.5K2026-10-20
Ashton Thomas Securities, LLC
DECREASED6,5217,204-683-9%$199.5K$179.1K-$20.4K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW6,446—+6,446——$177.1K—2026-11-05
Gables Capital Management Inc.
UNCHANGED5,9225,92200%$164.0K$162.7K-$1.4K2026-11-04
Noble Wealth Management PBC
DECREASED5,7725,919-147-2%$164.0K$158.6K-$5.4K2026-10-01
Balentine LLC
INCREASED5,5003,778+1,722+46%$104.7K$151.1K+$46.4K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED5,4415,44100%$150.7K$149.5K-$1.3K2026-10-22
Lodestone Wealth Management LLC
INCREASED5,2565,218+38+1%$144.5K$144.4K-$1602026-10-14
Fairman Group, LLC
UNCHANGED5,2545,25400%$145.5K$144.3K-$1.2K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED4,9134,91300%$136.1K$135.0K-$1.1K2026-10-21
Activest Wealth Management
DECREASED4,8354,920-85-2%$136.3K$132.8K-$3.5K2026-10-15
Burk Holdings LLC
DECREASED4,8144,818-40%$133.5K$132.2K-$1.2K2026-11-05
Hoey Investments, Inc
UNCHANGED4,7684,76800%$132.1K$131.0K-$1.1K2026-10-29
Kingdom Financial Group Llc.
INCREASED4,490339+4,151+1224%$9.4K$123.4K+$114.0K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED4,4003,986+414+10%$110.4K$120.9K+$10.5K2026-10-20
NorthAvenue LLC
DECREASED4,2214,488-267-6%$124.3K$116.0K-$8.4K2026-10-29
Harbor Asset Planning, Inc.
INCREASED4,1843,406+778+23%$94.4K$115.0K+$20.6K2026-10-23
Richardson Capital Management LLC
DECREASED4,1584,256-98-2%$117.9K$114.2K-$3.7K2026-10-23
Edgemoor Investment Advisors, Inc.
NEW4,099—+4,099——$112.6K—2026-11-03
Whipplewood Advisors, LLC
UNCHANGED4,0564,05600%$112.4K$111.4K-$9332026-10-20
Avion Wealth
UNCHANGED3,9203,92000%$108.0K$107-$107.9K2026-11-04
Ascentis Independent Advisors
NEW3,838—+3,838——$105.5K—2026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED3,6913,69100%$102.2K$101.4K-$8492026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,6193,61900%$100.3K$99.4K-$8322026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED3,5963,59600%$91.0K$98-$90.9K2026-11-04
Strengthening Families & Communities, LLC
DECREASED3,5453,694-149-4%$102.3K$97.4K-$4.9K2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED3,4122,848+564+20%$78.9K$93.7K+$14.8K2026-10-30
Gamma Investing LLC
UNCHANGED3,3843,38400%$93.7K$93.0K-$7792026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED3,3501,325+2,025+153%$36.7K$92.0K+$55.3K2026-11-02
Ares Financial Consulting, LLC
DECREASED3,3348,467-5,133-61%$234.5K$91.6K-$142.9K2026-10-19
Triumph Capital Management
INCREASED3,2602,974+286+10%$82.4K$89.6K+$7.2K2026-10-14
Pacific Center for Financial Services
UNCHANGED3,1523,15200%$87.3K$86.6K-$7242026-10-15
Allspring Global Investments Holdings, LLC
INCREASED2,9872,096+891+43%$57.6K$82.2K+$24.6K2026-11-04
First Horizon Corp
UNCHANGED2,9782,97800%$82.5K$81.8K-$6842026-10-26
MassMutual Private Wealth & Trust, FSB
NEW2,915—+2,915——$80.1K—2026-10-05
Reap Financial Group, LLC
UNCHANGED2,8912,89100%$80.1K$79.4K-$6652026-11-02
Clark Wealth Partners
UNCHANGED2,8302,83000%$78.4K$77.7K-$6512026-10-19
PFC Capital Group, Inc.
UNCHANGED2,7202,72000%$75.0K$74.7K-$2712026-11-06
SBK Financial, Inc.
UNCHANGED2,7162,71600%$75.2K$74.6K-$6252026-11-02
West Branch Capital LLC
UNCHANGED2,7062,70600%$75.0K$74.3K-$6232026-10-20
Bank of New Hampshire
UNCHANGED2,6352,63500%$73.0K$72.4K-$6072026-10-06
Acumen Wealth Advisors, LLC
UNCHANGED2,5482,54800%$70.6K$70.0K-$5862026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,4592,45900%$68.1K$67.5K-$5662026-10-16
Heritage Family Offices, LLP
NEW2,442—+2,442——$67.1K—2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED2,4402,44000%$67.6K$67.0K-$5612026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED2,3912,39100%$66.2K$65.7K-$5492026-10-13
Southern Michigan Bank & Trust
UNCHANGED2,3162,31600%$64.2K$63.6K-$5322026-10-19
Rydar Equities, Inc.
NEW2,213—+2,213——$60.3K—2026-10-13
UMB Bank, n.a.
DECREASED2,1944,877-2,683-55%$135.1K$60.3K-$74.8K2026-11-06
Friedenthal Financial
INCREASED2,171722+1,449+201%$20.0K$59.6K+$39.6K2026-10-27
Maseco LLP
NEW2,140—+2,140——$58.7K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED2,1012,10100%$58.2K$57.7K-$4832026-10-29
Silver Grove Financial Group, Inc.
INCREASED2,051653+1,398+214%$18.1K$56.3K+$38.3K2026-11-05
High Note Wealth, LLC
UNCHANGED2,0482,04800%$56.7K$56.3K-$4712026-10-27
MTM Investment Management, LLC
UNCHANGED2,0072,00700%$55.6K$55.1K-$4622026-10-30
Ascentis Wealth Management, LLC
UNCHANGED1,9641,96400%$54.4K$54.0K-$4512026-11-03
Sunrise Financial Services, LLC
UNCHANGED1,9361,93600%$53.6K$53.2K-$4452026-10-21
Balance Wealth Partners LLC
NEW1,850—+1,850——$50.8K—2026-10-27
Main Street Group, LTD
INCREASED1,8141,723+91+5%$47.7K$49.8K+$2.1K2026-10-28
North Star Investment Management Corp.
UNCHANGED1,7231,72300%$47.7K$47.3K-$3962026-10-27
Mascoma Wealth Management LLC
INCREASED1,684804+880+109%$22.3K$46.3K+$24.0K2026-10-23
RMG Wealth Management LLC
UNCHANGED1,6641,66400%$47.3K$44.7K-$2.6K2026-10-26
Financial Perspectives, Inc
UNCHANGED1,6531,65300%$45.8K$45.4K-$3802026-11-03
Kozak & Associates, Inc.
UNCHANGED1,6301,63000%$44.5K$44.5K+$332026-10-29
Farmers & Merchants Investments Inc
NEW1,582—+1,582——$43.5K—2026-10-22
Center for Financial Planning, Inc.
INCREASED1,5581,449+109+8%$40.1K$42.8K+$2.7K2026-10-26
Armstrong Advisory Group, Inc
INCREASED1,5541,542+12+1%$42.7K$42.7K-$252026-10-09
Vestor Capital, LLC
NEW1,553—+1,553——$396—2026-11-04
First Command Advisory Services, Inc.
DECREASED1,5372,174-637-29%$60.2K$42.2K-$18.0K2026-11-05
Montgomery Financial Services LLC
NEW1,410—+1,410——$38.7K—2026-11-03
Planning Strategies Inc.
UNCHANGED1,3531,35300%$37.5K$37.2K-$3112026-10-02
PFS Partners, LLC
UNCHANGED1,3201,32000%$36.6K$36.3K-$3032026-10-21
Syntax Research, Inc.
UNCHANGED1,3091,30900%$36.3K$36.0K-$3022026-11-04
Nemes Rush Group LLC
UNCHANGED1,2491,24900%$34.6K$34.3K-$2872026-11-04
Wealth Analytics Partners, LLC
NEW1,238—+1,238——$34.0K—2026-10-19
Godsey & Gibb, Inc
UNCHANGED1,2321,23200%$34.1K$33.8K-$2832026-10-14
Financial Freedom, LLC
NEW1,200—+1,200——$33.0K—2026-11-06
Pillar Financial Advisors, LLC
UNCHANGED1,1741,17400%$32.5K$32.3K-$2702026-10-21
Archer Investment Corp
INCREASED1,144284+860+303%$7.9K$31.4K+$23.6K2026-11-05
Byrne Asset Management LLC
UNCHANGED1,1271,12700%$31.2K$30.7K-$5072026-10-06
Oakworth Capital, Inc.
DECREASED1,1142,551-1,437-56%$69.6K$30.6K-$39.0K2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED97597500%$27$27$02026-10-13
SJS Investment Consulting Inc.
UNCHANGED96296200%$26.6K$26.4K-$2212026-10-26
Creative Capital Management Investments LLC
UNCHANGED93293200%$25.8K$25.6K-$2142026-10-28
Your Advocates Ltd., LLP
DECREASED8651,024-159-16%$28.4K$23.8K-$4.6K2026-11-03
MV Capital Management, Inc.
NEW812—+812——$22.3K—2026-10-29
Alpine Bank Wealth Management
NEW800—+800——$22.0K—2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED78678600%$21.8K$21.6K-$1812026-10-16
Costello Asset Management, Inc
DECREASED730988-258-26%$27.4K$20.0K-$7.3K2026-10-30
Investors Research Corp
DECREASED7291,458-729-50%$40.4K$20.0K-$20.4K2026-10-07
Next Level Wealth Planning, LLC
NEW681—+681——$18.7K—2026-10-29
United Financial Planning Group LLC
UNCHANGED67867800%$18.8K$18.6K-$1562026-11-04
Simplex Trading, LLC
NEW639—+639——$17.6K—2026-11-04
Contravisory Investment Management, Inc.
UNCHANGED63963900%$17.7K$17.6K-$1472026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED63863800%$17.7K$17.5K-$1472026-10-09
Lanark Financial, Inc.
UNCHANGED60060000%$16.6K$16.5K-$1382026-10-26
Elyxium Wealth, LLC
NEW592—+592——$16.3K—2026-10-27
Montag A & Associates Inc
UNCHANGED58758700%$16.3K$16.1K-$1352026-10-29
Blume Capital Management, Inc.
UNCHANGED58158100%$16.1K$16.0K-$1332026-10-26
Coston, McIsaac & Partners
UNCHANGED52852800%$14$14.5K+$14.5K2026-11-06
Concord Wealth Partners
UNCHANGED52152100%$14.4K$14.3K-$1202026-11-02
Essential Investment Partners LLC
NEW516—+516——$14.2K—2026-10-27
Private Wealth Management Group, LLC
UNCHANGED50650600%$14.0K$13.9K-$1172026-10-19
Peachtree Investment Partners, LLC
DECREASED4861,436-950-66%$39.8K$13.4K-$26.4K2026-11-05
Networth Advisors, LLC
INCREASED461191+270+141%$5.3K$12.7K+$7.4K2026-11-03
City State Bank
UNCHANGED45045000%$12.5K$12.4K-$1032026-10-20
Trust Co
DECREASED436480-44-9%$13.3K$12.0K-$1.3K2026-10-09
Reyes Financial Architecture, Inc.
UNCHANGED43343300%$12.0K$11.9K-$992026-10-22
DeDora Capital, Inc.
NEW419—+419——$11.5K—2026-10-26
GoalVest Advisory LLC
NEW414—+414——$11.4K—2026-10-02
Horrell Capital Management, Inc.
UNCHANGED39039000%$10.8K$10.7K-$902026-10-08
West Financial Advisors, LLC
INCREASED384279+105+38%$7.7K$10.6K+$2.8K2026-10-22
Wilkerson Advisory Group LLC
UNCHANGED38238200%$10.6K$10.5K-$872026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED37437400%$10.4K$10.3K-$862026-10-16
Valued Wealth Advisors LLC
UNCHANGED36836800%$10.2K$10.1K-$852026-11-05
Barrett & Company, Inc.
UNCHANGED34634600%$9.6K$9.5K-$792026-10-22
Maryland Capital Advisors Inc.
UNCHANGED31431400%$8.7K$8.6K-$722026-10-15
Fortitude Family Office, LLC
UNCHANGED28928900%$8.0K$7.9K-$662026-10-14
Beacon Financial Strategies Corp
UNCHANGED25825800%$7.1K$7.1K-$592026-10-14
Wolff Wiese Magana LLC
UNCHANGED25425400%$7.0K$7.0K-$582026-10-15
Jnba Financial Advisors
UNCHANGED25025000%$6.9K$6.9K-$572026-11-03
Western Pacific Wealth Management, LP
UNCHANGED24724700%$6.9K$6.8K-$572026-10-16
Towne Trust Company, N.a
UNCHANGED24224200%$6.7K$6.6K-$552026-10-28
Buck Wealth Strategies, LLC
UNCHANGED23723700%$6.6K$6.5K-$552026-10-28
Community Bank, N.A.
UNCHANGED23623600%$6.5K$6.5K-$572026-11-06
Quaker Wealth Management, LLC
UNCHANGED23123100%$6.4K$6.3K-$532026-10-22
Hager Investment Management Services, LLC
NEW220—+220——$6.0K—2026-11-04
Compass Wealth Management LLC
NEW218—+218——$6.0K—2026-10-22
Atmos Advisory, LLC
UNCHANGED21421400%$5.9K$5.9K-$492026-10-06
DB Fitzpatrick & Co, Inc
UNCHANGED21221200%$5.9K$5.8K-$482026-10-19
Gen-Wealth Partners Inc
NEW211—+211——$5.8K—2026-11-04
Phillips Financial Management, LLC
UNCHANGED20020000%$5.5K$5.5K-$462026-10-19
Westside Investment Management, Inc.
UNCHANGED20020000%$5.5K$5.5K-$462026-11-02
EPG Wealth Management LLC
INCREASED176175+1+1%$4.9K$4.8K-$222026-11-03
WPG Advisers, LLC
UNCHANGED17517500%$4.8K$4.8K-$412026-10-27
Midwest Capital Advisors, LLC
UNCHANGED17417400%$4.8K$4.8K-$402026-11-04
RHL Group, LLC
DECREASED156181-25-14%$5.1K$4.3K-$7832026-11-04
Salomon & Ludwin, LLC
UNCHANGED15115100%$4.1K$4.1K+$262026-10-29
Toth Financial Advisory Corp
DECREASED146164-18-11%$4.5K$4.0K-$5322026-10-08
Cordgrass Capital Advisors, LLC
UNCHANGED12312300%$3.4K$3.4K-$282026-10-30
Latitude Advisors, LLC
NEW122—+122——$3.3K—2026-10-27
American Capital Advisory, LLC
NEW96—+96——$2.6K—2026-10-28
Tompkins Financial Corp
UNCHANGED929200%$2.5K$2.5K-$212026-10-05
Wagner Wealth Management, LLC
INCREASED7637+39+105%$1.0K$2.1K+$1.1K2026-10-21
Redwood Park Advisors LLC
INCREASED7552+23+44%$1.5K$2.1K+$6192026-11-02
Townsend Asset Management Corp
UNCHANGED707000%$1.9K$1.9K-$162026-10-29
Vermillion Wealth Management, Inc.
DECREASED6820,923-20,855-100%$579.6K$1.9K-$577.7K2026-10-26
Mosley Wealth Management
UNCHANGED636300%$1.7K$1.7K-$432026-10-16
IMG Wealth Management, Inc.
UNCHANGED626200%$1.7K$1.7K-$142026-10-27
Beacon Capital Management, Inc.
UNCHANGED383800%$1.1K$1.0K-$92026-10-13
Blueline Advisors LLC
UNCHANGED363600%$995$987-$82026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED242400%$665$660-$52026-10-07
Bokf, NA
UNCHANGED222200%$609$604-$52026-10-27
Miller Global Investments, LLC
UNCHANGED161600%$443$440-$32026-10-02
Hughes Financial Services, LLC
UNCHANGED101000%$277$274-$32026-10-30
POM Investment Strategies, LLC
NEW1—+1——$27—2026-10-20
Nfsg Corp
DECREASED1185-184-99%$5.1K$27-$5.1K2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED089,530-89,530-100%$2.8M$0-$2.8M2026-10-14
FDx Advisors, Inc.
CLOSED058,759-58,759-100%$1.6M$0-$1.6M2026-11-05
Associated Banc-Corp
CLOSED023,526-23,526-100%$651.7K$0-$651.7K2026-10-30
Flaharty Asset Management, LLC
CLOSED020,390-20,390-100%$560.1K$0-$560.1K2026-11-02
Everett Harris & Co
CLOSED020,356-20,356-100%$563.9K$0-$563.9K2026-10-28
DDD Partners, LLC
CLOSED018,774-18,774-100%$520.0K$0-$520.0K2026-11-02
ARS Wealth Advisors Group, LLC
CLOSED010,861-10,861-100%$300.9K$0-$300.9K2026-10-16
TritonPoint Partners, LLC
CLOSED010,444-10,444-100%$289.3K$0-$289.3K2026-11-05
Country Trust Bank
CLOSED010,431-10,431-100%$288.9K$0-$288.9K2026-10-30
Strategic Equity Management
CLOSED010,094-10,094-100%$279.6K$0-$279.6K2026-11-04
Brady Family Wealth, LLC
CLOSED09,965-9,965-100%$276.0K$0-$276.0K2026-11-02
Austin Asset Management Co Inc
CLOSED09,699-9,699-100%$268.7K$0-$268.7K2026-10-29
Foundation Wealth Management, Llc\pa
CLOSED09,235-9,235-100%$255.8K$0-$255.8K2026-10-14
Capital Planning LLC
CLOSED09,211-9,211-100%$255.1K$0-$255.1K2026-10-09
Capstone Wealth Management Group, LLC
CLOSED08,879-8,879-100%$245.9K$0-$245.9K2026-11-05
Intrua Financial, LLC
CLOSED08,458-8,458-100%$234.3K$0-$234.3K2026-10-28
Squire Investment Management Company, LLC
CLOSED08,416-8,416-100%$233.1K$0-$233.1K2026-11-03
Capstone Wealth Management Group, Inc.
CLOSED08,202-8,202-100%$227.2K$0-$227.2K2026-10-19
Grey Fox Wealth Advisors, LLC
CLOSED07,600-7,600-100%$210.5K$0-$210.5K2026-11-03
Curran Financial Partners, LLC
CLOSED07,561-7,561-100%$209.4K$0-$209.4K2026-11-04
Leading Edge Financial Planning LLC
CLOSED07,370-7,370-100%$204.2K$0-$204.2K2026-10-23
Wealth Management Nebraska
CLOSED07,356-7,356-100%$203.8K$0-$203.8K2026-10-26
RIA Advisory Group LLC
CLOSED07,332-7,332-100%$203.1K$0-$203.1K2026-10-15
SwitchPoint Financial Planning, LLC
CLOSED07,260-7,260-100%$201.1K$0-$201.1K2026-11-02
Tilia Fiduciary Partners, Inc.
CLOSED07,259-7,259-100%$201.1K$0-$201.1K2026-10-09
LifeSteps Financial, Inc.
CLOSED06,100-6,100-100%$169.0K$0-$169.0K2026-10-15
Atlatl Advisers LLC
CLOSED05,024-5,024-100%$139.2K$0-$139.2K2026-10-22
Tucker Asset Management LLC
CLOSED03,596-3,596-100%$99.6K$0-$99.6K2026-10-29
Bullseye Investment Management, LLC
CLOSED03,438-3,438-100%$95.2K$0-$95.2K2026-10-29
Caldwell Trust Co
CLOSED02,922-2,922-100%$80.9K$0-$80.9K2026-10-30
Tsfg, LLC
CLOSED01,756-1,756-100%$49.0K$0-$49.0K2026-10-23
CrossGen Wealth, LLC
CLOSED01,174-1,174-100%$32.5K$0-$32.5K2026-10-30
True Wealth Design, LLC
CLOSED0474-474-100%$13.1K$0-$13.1K2026-10-13
Obsidian CIO, LLC
CLOSED0422-422-100%$11.7K$0-$11.7K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0248-248-100%$6.9K$0-$6.9K2026-11-06
Solstein Capital, LLC
CLOSED0220-220-100%$6.1K$0-$6.1K2026-11-02
Islay Capital Management, LLC
CLOSED01-1-100%$20$0-$202026-10-20
Northwestern Mutual Wealth Management Co
N/A—309,394,253-309,394,253-100%$8.6B———
Empower Advisory Group, LLC
N/A—182,562,625-182,562,625-100%$5.1B———
Financial Engines Advisors L.L.C.
N/A—147,700,825-147,700,825-100%$4.1B———
Wealthfront Advisers LLC
N/A—116,784,490-116,784,490-100%$3.2B———
HighTower Advisors, LLC
N/A—21,613,963-21,613,963-100%$598.7M———
Betterment LLC
N/A—20,561,168-20,561,168-100%$569.5M———
Composition Wealth, LLC
N/A—16,104,671-16,104,671-100%$446.1M———
SCS Capital Management LLC
N/A—12,429,498-12,429,498-100%$344.3M———
Morgan Stanley
N/A—12,281,905-12,281,905-100%$340.2M———
Wealthspire Advisors, LLC
N/A—10,939,617-10,939,617-100%$303.0M———
Jones Financial Companies Lllp
N/A—9,888,149-9,888,149-100%$271.2M———
Mariner, LLC
N/A—9,681,325-9,681,325-100%$268.1M———
Mercer Global Advisors Inc
N/A—8,707,217-8,707,217-100%$241.2M———
Cerity Partners LLC
N/A—7,384,337-7,384,337-100%$191.2M———
Cresset Asset Management, LLC
N/A—7,217,108-7,217,108-100%$199.9M———
Ameriprise Financial Inc
N/A—6,459,959-6,459,959-100%$178.9M———
SageView Advisory Group, LLC
N/A—6,255,699-6,255,699-100%$173.3M———
Bank of America Corp
N/A—6,136,423-6,136,423-100%$170.0M———
Wells Fargo & Company
N/A—6,018,421-6,018,421-100%$166.7M———
Bessemer Group Inc
N/A—5,839,755-5,839,755-100%$161.8M———
Envestnet Asset Management Inc
N/A—5,800,672-5,800,672-100%$160.6M———
FMR LLC
N/A—5,495,563-5,495,563-100%$152.2M———
UBS Group AG
N/A—5,052,773-5,052,773-100%$140.0M———
Bluespring Wealth Management, LLC
N/A—4,726,608-4,726,608-100%$130.9M———
Moneta Group Investment Advisors LLC
N/A—4,686,426-4,686,426-100%$129.8M———
Cetera Investment Advisers
N/A—4,208,170-4,208,170-100%$116.6M———
JMG Financial Group, Ltd.
N/A—4,087,794-4,087,794-100%$113.2M———
Jane Street Group, LLC
N/A—4,001,948-4,001,948-100%$110.9M———
BlueStem Wealth Partners, LLC
N/A—3,819,433-3,819,433-100%$105.8M———
Benjamin Edwards Inc
N/A—3,779,494-3,779,494-100%$104.7M———
Osaic Holdings, Inc.
N/A—3,734,576-3,734,576-100%$103.5M———
Focus Partners Wealth
N/A—3,505,556-3,505,556-100%$97.1M———
MML Investors Services, LLC
N/A—3,341,132-3,341,132-100%$92.5M———
Foster & Motley Inc
N/A—3,260,047-3,260,047-100%$90.3M———
Beacon Pointe Advisors, LLC
N/A—3,171,782-3,171,782-100%$87.9M———
Truepoint, Inc.
N/A—3,170,679-3,170,679-100%$87.8M———
Royal Bank of Canada
N/A—2,922,796-2,922,796-100%$81.0M———
Raymond James Financial Inc
N/A—2,668,192-2,668,192-100%$73.9M———
Waverly Advisors, LLC
N/A—2,506,255-2,506,255-100%$69.4M———
United Capital Financial Advisors, LLC
N/A—2,339,155-2,339,155-100%$64.4M———
Riverpoint Wealth Management Holdings, LLC
N/A—2,322,186-2,322,186-100%$64.3M———
Bleakley Financial Group, LLC
N/A—2,172,218-2,172,218-100%$60.2M———
Modern Wealth Management, LLC
N/A—2,079,859-2,079,859-100%$57.6M———
MAI Capital Management
N/A—1,969,550-1,969,550-100%$54.6M———
AQR Capital Management LLC
N/A—1,874,736-1,874,736-100%$51.9M———
Rockefeller Capital Management L.P.
N/A—1,835,929-1,835,929-100%$50.9M———
Capital Advisors Inc
N/A—1,798,968-1,798,968-100%$49.8M———
JPMorgan Chase & Co
N/A—1,748,275-1,748,275-100%$48.1M———
Operose Advisors LLC
N/A—1,585,159-1,585,159-100%$43.9M———
Payne Capital Management, LLC
N/A—1,570,302-1,570,302-100%$43.5M———
Johnson Investment Counsel Inc
N/A—1,301,699-1,301,699-100%$36.1M———
Berkshire Asset Management LLC
N/A—1,273,951-1,273,951-100%$35.3M———
Quantinno Capital Management LP
N/A—1,192,285-1,192,285-100%$33.0M———
Ballast Advisors LLC
N/A—1,191,620-1,191,620-100%$33.0M———
Summit Wealth & Retirement Planning, Inc.
N/A—1,175,965-1,175,965-100%$32.6M———
Captrust Financial Advisors
N/A—1,167,782-1,167,782-100%$32.3M———
Keyvantage Wealth, LLC
N/A—1,162,822-1,162,822-100%$32.2M———
HHM Wealth Advisors, LLC
N/A—1,118,071-1,118,071-100%$31.0M———
NewEdge Advisors, LLC
N/A—1,096,983-1,096,983-100%$30.4M———
Leavell Investment Management, Inc.
N/A—1,081,948-1,081,948-100%$30.0M———
BlackRock, Inc.
N/A—1,075,426-1,075,426-100%$29.8M———
Curi Capital, LLC
N/A—1,070,490-1,070,490-100%$29.7M———
Segall Bryant & Hamill, LLC
N/A—1,057,659-1,057,659-100%$29.3M———
Main Street Financial Solutions, LLC
N/A—1,023,348-1,023,348-100%$28.3M———
Tradition Wealth Management, LLC
N/A—1,020,294-1,020,294-100%$28.3M———
Belpointe Asset Management LLC
N/A—1,019,054-1,019,054-100%$28.2M———
Susquehanna International Group, LLP
N/A—993,822-993,822-100%$27.5M———
CCG Wealth Management, LLC
N/A—987,722-987,722-100%$27.4M———
Natixis Advisors, LLC
N/A—932,304-932,304-100%$25.8M———
Focus Partners Advisor Solutions, LLC
N/A—915,139-915,139-100%$25.3M———
FLC Capital Advisors
N/A—908,606-908,606-100%$25.2M———
Broadleaf Partners, LLC
N/A—895,562-895,562-100%$24.8M———
Fortis Capital Advisors, LLC
N/A—871,961-871,961-100%$24.2M———
EP Wealth Advisors, LLC
N/A—846,536-846,536-100%$23.4M———
World Investment Advisors
N/A—843,296-843,296-100%$20.9M———
Peapack Gladstone Financial Corp
N/A—840,851-840,851-100%$23.3M———
Stifel Financial Corp
N/A—809,456-809,456-100%$22.4M———
Savvy Advisors, Inc.
N/A—781,121-781,121-100%$21.6M———
Invst, LLC
N/A—778,497-778,497-100%$21.6M———
North Star Asset Management Inc
N/A—762,633-762,633-100%$21.1M———
Ascension Capital Advisors, Inc.
N/A—740,599-740,599-100%$20.5M———
IHT Wealth Management, LLC
N/A—723,491-723,491-100%$20.0M———
Libra Wealth LLC
N/A—720,506-720,506-100%$20.0M———
Elgethun Capital Management
N/A—719,235-719,235-100%$19.9M———
MorganRosel Wealth Management, LLC
N/A—703,213-703,213-100%$19.5M———
Arbor Trust Wealth Advisors, LLC
N/A—697,932-697,932-100%$19.3M———
Sherwood Financial Partners, LLC
N/A—690,596-690,596-100%$19.1M———
Klingenstein Fields & Co LP
N/A—663,965-663,965-100%$18.4M———
Planning Alternatives LTD
N/A—659,973-659,973-100%$18.3M———
Apriem Advisors
N/A—651,760-651,760-100%$18.1M———
Schwerin Boyle Capital Management Inc
N/A—632,381-632,381-100%$17.5M———
Northern Trust Corp
N/A—630,720-630,720-100%$17.5M———
Fort Point Capital Partners LLC
N/A—625,305-625,305-100%$17.3M———
Goldman Sachs Group Inc
N/A—622,450-622,450-100%$17.2M———
Geneos Wealth Management Inc.
N/A—620,853-620,853-100%$17.2M———
Sanctuary Advisors, LLC
N/A—612,176-612,176-100%$17.0M———
Kickstand Ventures, Llc.
N/A—608,563-608,563-100%$16.9M———
RWA Wealth Partners, LLC
N/A—604,990-604,990-100%$16.8M———
O'shaughnessy Asset Management, LLC
N/A—592,237-592,237-100%$16.4M———
Zhang Financial LLC
N/A—572,438-572,438-100%$15.9M———
Brand Asset Management Group, Inc.
N/A—559,279-559,279-100%$15.5M———
Brightwater Advisory LLC
N/A—548,347-548,347-100%$15.2M———
IMA Advisory Services, Inc.
N/A—508,759-508,759-100%$14.1M———
OneDigital Investment Advisors LLC
N/A—500,289-500,289-100%$13.9M———
Fort Vancouver Investment Management, LLC
N/A—499,990-499,990-100%$13.8M———
Compass Advisory Group LLC
N/A—471,708-471,708-100%$13.1M———
Baird Financial Group, Inc.
N/A—455,446-455,446-100%$12.6M———
Summit Financial, LLC
N/A—452,428-452,428-100%$12.5M———
Pitcairn Wealth Advisors LLC
N/A—451,796-451,796-100%$12.5M———
Pathstone Holdings, LLC
N/A—449,591-449,591-100%$12.5M———
Conquis Financial LLC
N/A—440,361-440,361-100%$12.2M———
Nalls Sherbakoff Group, LLC
N/A—439,328-439,328-100%$12.2M———
SGL Investment Advisors, Inc.
N/A—413,584-413,584-100%$11.6M———
Chesapeake Wealth Management
N/A—408,074-408,074-100%$11.3M———
Arkadios Wealth Advisors
N/A—405,911-405,911-100%$11.2M———
Kovack Advisors, Inc.
N/A—405,350-405,350-100%$11.2M———
Roble, Belko & Company, Inc
N/A—399,736-399,736-100%$11.1M———
Great Valley Advisor Group, Inc.
N/A—382,129-382,129-100%$10.6M———
Sequoia Financial Advisors, LLC
N/A—382,030-382,030-100%$10.6M———
Bogart Wealth, LLC
N/A—372,825-372,825-100%$10.3M———
Kelman-Lazarov, Inc.
N/A—368,873-368,873-100%$10.2M———
Stratos Wealth Advisors, LLC
N/A—352,473-352,473-100%$9.8M———
L2 Asset Management, LLC
N/A—350,640-350,640-100%$9.7M———
Alliancebernstein L.P.
N/A—346,944-346,944-100%$8.6M———
Vestwell Advisors, LLC
N/A—343,227-343,227-100%$9.5M———
Holistic Financial Partners
N/A—342,413-342,413-100%$9.5M———
MA Private Wealth
N/A—337,876-337,876-100%$9.4M———
FFT Wealth Management LLC
N/A—330,468-330,468-100%$9.2M———
BOK Financial Private Wealth, Inc.
N/A—329,496-329,496-100%$9.1M———
Advisory Services Network, LLC
N/A—325,395-325,395-100%$9.0M———
Bartlett & Co. Wealth Management LLC
N/A—323,420-323,420-100%$9.0M———
Orcam Financial Group
N/A—322,547-322,547-100%$8.9M———
Sound View Wealth Advisors Group, LLC
N/A—322,218-322,218-100%$8.9M———
Integrated Wealth Concepts LLC
N/A—307,881-307,881-100%$8.5M———
Flatrock Wealth Partners LLC
N/A—307,609-307,609-100%$8.5M———
Phil A. Younker & Associates, Ltd.
N/A—306,501-306,501-100%$8.5M———
Tudor Financial Inc.
N/A—293,456-293,456-100%$8.1M———
Fortis Capital Management LLC
N/A—292,965-292,965-100%$8.1M———
Athena Investment Management
N/A—291,526-291,526-100%$8.1M———
Bank of Montreal
N/A—280,761-280,761-100%$7.8M———
Rialto Wealth Management, LLC
N/A—263,014-263,014-100%$7.3M———
Texas Yale Capital Corp.
N/A—259,239-259,239-100%$7.2M———
Shared Vision Wealth Group LLC
N/A—251,098-251,098-100%$7.0M———
Rockbridge Investment Management, LCC
N/A—248,778-248,778-100%$6.9M———
JPL Wealth Management, LLC
N/A—241,321-241,321-100%$6.7M———
Berger Financial Group, Inc
N/A—240,489-240,489-100%$6.7M———
Range Advisory, LLC
N/A—239,147-239,147-100%$6.6M———
Destination Wealth Management
N/A—234,758-234,758-100%$6.5M———
Davis R M Inc
N/A—231,974-231,974-100%$6.4M———
Ausdal Financial Partners, Inc.
N/A—228,382-228,382-100%$6.3M———
OneAscent Financial Services LLC
N/A—226,059-226,059-100%$6.3M———
Talisman Wealth Advisors LLC
N/A—221,635-221,635-100%$7.0M———
Madison Wealth Partners, Inc
N/A—221,464-221,464-100%$6.1M———
Capital Analysts, LLC
N/A—220,973-220,973-100%$6.1M———
Advisors Capital Management, LLC
N/A—219,981-219,981-100%$6.1M———
National Bank of Canada
N/A—219,705-219,705-100%$6.1M———
Hamrick Investment Counsel, llc
N/A—211,845-211,845-100%$5.9M———
Waterford Advisors, LLC
N/A—211,231-211,231-100%$5.9M———
Seeds Investor LLC
N/A—209,550-209,550-100%$5.8M———
&partners
N/A—208,169-208,169-100%$5.8M———
Blair William & Co
N/A—204,651-204,651-100%$5.7M———
Mutual Advisors, LLC
N/A—201,831-201,831-100%$5.6M———
Steward Partners Investment Advisory, LLC
N/A—201,046-201,046-100%$5.6M———
Elm Partners Management LLC
N/A—200,155-200,155-100%$5.5M———
Cahill Financial Advisors Inc
N/A—197,190-197,190-100%$5.5M———
CVA Family Office, LLC
N/A—197,034-197,034-100%$5.5M———
Strategic Financial Planning, Inc.
N/A—193,304-193,304-100%$5.4M———
AE Wealth Management LLC
N/A—185,351-185,351-100%$5.1M———
CIBC Bancorp USA Inc.
N/A—184,783-184,783-100%$5.1M———
Windsor Advisory Group, LLC
N/A—183,632-183,632-100%$5.1M———
LifePlan Investment Advisors, Inc.
N/A—182,499-182,499-100%$5.1M———
IEQ Capital, LLC
N/A—181,775-181,775-100%$5.0M———
Sollinda Capital Management LLC
N/A—180,902-180,902-100%$5.0M———
Argent Trust Co
N/A—176,470-176,470-100%$4.9M———
Foundations Investment Advisors, LLC
N/A—170,948-170,948-100%$4.7M———
Ancora Advisors LLCA
N/A—167,839-167,839-100%$4.6M———
Fiduciary Financial Advisors
N/A—166,618-166,618-100%$4.6M———
Leo H. Evart, Inc.
N/A—166,534-166,534-100%$4.6M———
Aptus Capital Advisors, LLC
N/A—165,789-165,789-100%$4.6M———
Caprock Group, LLC
N/A—162,570-162,570-100%$4.5M———
Garrison Point Advisors, LLC
N/A—161,782-161,782-100%$4.5M———
Blackhawk Capital Partners, LLC
N/A—161,592-161,592-100%$4.5M———
Pure Financial Advisors, LLC
N/A—156,818-156,818-100%$4.3M———
Plum Street Advisors, LLC
N/A—156,174-156,174-100%$4.3M———
Smartleaf Asset Management LLC
N/A—155,326-155,326-100%$4.3M———
Veridan Wealth LLC
N/A—154,246-154,246-100%$4.3M———
Freestone Capital Holdings, LLC
N/A—148,960-148,960-100%$4.1M———
Cannon Wealth Management Services, LLC
N/A—148,825-148,825-100%$4.1M———
Harbour Investments, Inc.
N/A—146,968-146,968-100%$4.1M———
Port Capital LLC
N/A—146,386-146,386-100%$4.1M———
Orion Porfolio Solutions, LLC
N/A—146,130-146,130-100%$4.0M———
Seaside Wealth Management, Inc.
N/A—138,082-138,082-100%$3.8M———
Nuveen, LLC
N/A—136,589-136,589-100%$3.8M———
Bridgewater Advisors Inc.
N/A—135,090-135,090-100%$3.7M———
Nwam LLC
N/A—130,345-130,345-100%$3.6M———
Summitpoint Capital Management
N/A—129,636-129,636-100%$3.6M———
Verity Wealth Advisors
N/A—127,443-127,443-100%$3.5M———
Strategic Financial Concepts, LLC
N/A—126,147-126,147-100%$3.5M———
IF Advisors, LLC
N/A—125,262-125,262-100%$3.5M———
Private Advisor Group, LLC
N/A—124,254-124,254-100%$3.4M———
Per Stirling Capital Management, Llc.
N/A—124,010-124,010-100%$3.4M———
Sand Hill Global Advisors, LLC
N/A—122,753-122,753-100%$3.4M———
Beacon Bridge Wealth Partners, LLC
N/A—122,407-122,407-100%$3.4M———
First National Bank of Omaha
N/A—121,408-121,408-100%$3.3M———
Nelson Capital Management, LLC
N/A—118,460-118,460-100%$3.3M———
Arax Advisory Partners
N/A—116,715-116,715-100%$3.2M———
Global Retirement Partners, LLC
N/A—110,060-110,060-100%$3.0M———
Aspiring Ventures, LLC
N/A—109,135-109,135-100%$3.0M———
Donaldson Capital Management, LLC
N/A—107,988-107,988-100%$3.0M———
Expressive Wealth LLC
N/A—107,785-107,785-100%$3.0M———
Vanguard Advisers Inc
N/A—107,053-107,053-100%$3.0M———
Roundview Capital LLC
N/A—103,655-103,655-100%$2.9M———
Parkwoods Wealth Partners, LLC
N/A—103,038-103,038-100%$2.9M———
Red Door Wealth Management, LLC
N/A—102,637-102,637-100%$2.8M———
Alaska Wealth Advisors, LLC
N/A—101,990-101,990-100%$2.8M———
Wealthspire Retirement, LLC
N/A—101,797-101,797-100%$2.8M———
American Financial Advisors, LLC
N/A—101,777-101,777-100%$2.8M———
Mission Creek Capital Partners, Inc.
N/A—101,472-101,472-100%$2.5M———
BSW Wealth Partners
N/A—94,660-94,660-100%$2.6M———
Investment Advisory Group, LLC
N/A—92,477-92,477-100%$2.6M———
Commerce Bank
N/A—91,911-91,911-100%$2.5M———
C M Bidwell & Associates LTD
N/A—90,666-90,666-100%$2.5M———
Janney Montgomery Scott LLC
N/A—89,376-89,376-100%$2.5M———
NorthRock Partners, LLC
N/A—87,899-87,899-100%$2.4M———
HC Advisors, LLC
N/A—87,445-87,445-100%$2.4M———
Kiley Juergens Wealth Management, LLC
N/A—86,606-86,606-100%$2.4M———
Walter & Keenan Wealth Management LLC
N/A—84,470-84,470-100%$2.3M———
Nicolet Bankshares Inc
N/A—82,965-82,965-100%$2.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—82,648-82,648-100%$2.3M———
Passive Capital Management, Llc.
N/A—82,405-82,405-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—82,395-82,395-100%$2.3M———
WJ Financial Advisors LLC
N/A—80,807-80,807-100%$2.2M———
Fiduciary Trust Co
N/A—79,357-79,357-100%$2.2M———
Keel Point, LLC
N/A—78,688-78,688-100%$2.2M———
Aegis Wealth Management LLC
N/A—78,298-78,298-100%$2.2M———
Dorsey & Whitney Trust Co LLC
N/A—78,142-78,142-100%$2.2M———
Principal Securities, Inc.
N/A—78,038-78,038-100%$2.2M———
Pacific Point Advisors, LLC
N/A—77,795-77,795-100%$2.2M———
Meramec Financial Planners, LLC
N/A—77,377-77,377-100%$2.1M———
Owen LaRue, LLC
N/A—76,741-76,741-100%$2.1M———
Gambit Capital Management, LLC
N/A—76,463-76,463-100%$2.1M———
SEI Investments Co
N/A—74,904-74,904-100%$2.1M———
Inspire Advisors, LLC
N/A—71,969-71,969-100%$2.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—71,666-71,666-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—70,258-70,258-100%$1.9M———
Ballentine Partners, LLC
N/A—69,749-69,749-100%$1.9M———
Private Capital Management, LLC
N/A—69,016-69,016-100%$1.9M———
Ameritas Investment Partners, Inc.
N/A—67,103-67,103-100%$1.9M———
Brio Consultants, LLC
N/A—66,747-66,747-100%$1.8M———
One Capital Management, LLC
N/A—66,421-66,421-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—66,149-66,149-100%$1.8M———
Coastwise Capital Group, LLC
N/A—65,298-65,298-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—65,267-65,267-100%$1.8M———
TFO Wealth Partners, LLC
N/A—64,075-64,075-100%$1.8M———
Brown Advisory Inc
N/A—63,099-63,099-100%$1.7M———
Equitable Holdings, Inc.
N/A—62,860-62,860-100%$1.7M———
Fiducient Advisors LLC
N/A—62,710-62,710-100%$1.7M———
Continuum Advisory, LLC
N/A—62,483-62,483-100%$1.7M———
Westmount Partners, LLC
N/A—61,034-61,034-100%$1.7M———
Advyzon Investment Management, LLC
N/A—60,139-60,139-100%$1.7M———
First Manhattan Co. Llc.
N/A—59,705-59,705-100%$1.7M———
UBS Asset Management Americas LLC
N/A—58,678-58,678-100%$1.6M———
Anchor Investment Management, LLC
N/A—57,407-57,407-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—56,294-56,294-100%$1.6M———
Geometric Wealth Advisors
N/A—56,072-56,072-100%$1.6M———
Fairview Capital Investment Management, LLC
N/A—55,736-55,736-100%$1.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—55,672-55,672-100%$1.5M———
Traction Financial Partners, LLC
N/A—54,788-54,788-100%$1.5M———
Flputnam Investment Management Co
N/A—53,730-53,730-100%$1.5M———
Wilson & Boucher Capital Management, LLC
N/A—51,945-51,945-100%$1.4M———
Empowered Funds, LLC
N/A—51,458-51,458-100%$1.4M———
M. Kulyk & Associates, LLC
N/A—51,316-51,316-100%$1.4M———
Cambria Investment Management, L.P.
N/A—50,998-50,998-100%$1.4M———
Aspen Grove Capital, LLC
N/A—49,242-49,242-100%$1.4M———
Oxford Financial Group, Ltd. LLC
N/A—48,609-48,609-100%$1.3M———
Glenmede Trust Co NA
N/A—48,458-48,458-100%$1.3M———
NewEdge Wealth, LLC
N/A—47,975-47,975-100%$1.3M———
Laffer Tengler Investments, Inc.
N/A—47,759-47,759-100%$1.3M———
IFG Advisory, LLC
N/A—46,972-46,972-100%$1.3M———
Madden Advisory Services, Inc.
N/A—46,244-46,244-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—45,812-45,812-100%$1.3M———
Orographic Financial Advisors, LLC
N/A—45,295-45,295-100%$1.3K———
CreativeOne Wealth, LLC
N/A—44,581-44,581-100%$1.2M———
J.E. Simmons & Co., P.C.
N/A—44,373-44,373-100%$1.2M———
Waterloo Capital, L.P.
N/A—43,446-43,446-100%$1.2M———
Cardiff Park Advisors, LLC
N/A—43,347-43,347-100%$1.2M———
Spartan Wealth Advisory Services LLC
N/A—42,875-42,875-100%$1.2M———
Strategic Investment Solutions, Inc.
N/A—42,859-42,859-100%$1.2M———
Meeder Advisory Services, Inc.
N/A—41,979-41,979-100%$1.2M———
Holderness Investments Co
N/A—41,417-41,417-100%$1.1M———
Daybright Advisory Services, Inc.
N/A—41,282-41,282-100%$1.1M———
Fielder Capital Group LLC
N/A—40,959-40,959-100%$1.1M———
Greenline Partners, LLC
N/A—40,624-40,624-100%$1.1M———
American Investment Services, Inc.
N/A—40,075-40,075-100%$1.1M———
JDM Financial Group LLC
N/A—39,423-39,423-100%$1.1M———
Black Cypress Capital Management, LLC
N/A—39,244-39,244-100%$1.1M———
Dakota Wealth Management
N/A—37,879-37,879-100%$1.0M———
Perspective Wealth Advisors LLC
N/A—37,815-37,815-100%$1.0M———
Monograph Wealth Advisors, LLC
N/A—37,744-37,744-100%$1.0M———
EWA, LLC
N/A—37,101-37,101-100%$1.0M———
Harbour Investment Management LLC
N/A—36,732-36,732-100%$1.0M———
Rehmann Capital Advisory Group
N/A—36,620-36,620-100%$1.0M———
Koss-Olinger Consulting, LLC
N/A—36,418-36,418-100%$1.0M———
First Trust Advisors LP
N/A—36,260-36,260-100%$1.0M———
Jacobs Equity LLC
N/A—34,870-34,870-100%$965.9K———
Front Row Advisors LLC
N/A—34,816-34,816-100%$980.1K———
Franklin Resources Inc
N/A—34,753-34,753-100%$962.7K———
Ranch Capital Advisors Inc.
N/A—33,473-33,473-100%$927.2K———
Pennington Partners & Co., LLC
N/A—33,295-33,295-100%$922.3K———
Cascade Financial Partners, LLC
N/A—33,260-33,260-100%$921.3K———
Brown Brothers Harriman & Co
N/A—32,300-32,300-100%$894.7K———
Coldstream Capital Management Inc
N/A—31,798-31,798-100%$880.8K———
Bcwm, LLC
N/A—31,688-31,688-100%$877.8K———
Centaurus Financial, Inc.
N/A—31,258-31,258-100%$866.0K———
Payne Capital LLC
N/A—31,002-31,002-100%$858.8K———
Beaird Harris Wealth Management, LLC
N/A—30,975-30,975-100%$858.0K———
Pine Valley Investments Ltd Liability Co
N/A—30,920-30,920-100%$856.5K———
Basecamp Wealth Advisors LLC
N/A—30,737-30,737-100%$851.4K———
Broadview Financial Management, LLC
N/A—30,729-30,729-100%$851.2K———
Mairs & Power Inc
N/A—30,586-30,586-100%$847.2K———
RED Reef Advisors LLC
N/A—30,273-30,273-100%$838.6K———
Baldwin Investment Management, LLC
N/A—30,153-30,153-100%$835.2K———
Burling Wealth Partners, LLC
N/A—30,042-30,042-100%$832.2K———
Haverford Trust Co
N/A—29,862-29,862-100%$827.2K———
Independent Advisor Alliance
N/A—29,559-29,559-100%$818.8K———
Sovereign Financial Group, Inc.
N/A—29,061-29,061-100%$805.0K———
Cordant, Inc.
N/A—28,816-28,816-100%$798.2K———
Alesco Advisors, LLC, An ESL Co
N/A—28,744-28,744-100%$796.2K———
Prosperity Bancshares Inc
N/A—28,551-28,551-100%$790.9K———
Gallagher Fiduciary Advisors, LLC
N/A—28,050-28,050-100%$777.0K———
Bradley Foster & Sargent Inc
N/A—27,991-27,991-100%$775.4K———
Capasso Planning Partners LLC
N/A—27,838-27,838-100%$771.1K———
Wescott Financial Advisory Group, LLC
N/A—27,781-27,781-100%$769.5K———
Guardian Wealth Advisors, LLC / NC
N/A—27,155-27,155-100%$752.2K———
Kera Capital Partners, Inc.
N/A—27,058-27,058-100%$749.5K———
Legacy Wealth Managment, LLC
N/A—26,786-26,786-100%$742.0K———
FMB Wealth Management
N/A—26,752-26,752-100%$741.0K———
Summit Trail Advisors, LLC
N/A—26,736-26,736-100%$740.6K———
Transcend Capital Advisors, LLC
N/A—26,608-26,608-100%$737.0K———
Trevian Wealth Management LLC
N/A—26,454-26,454-100%$732.8K———
Weik Capital Management
N/A—26,275-26,275-100%$727.8K———
Massachusetts Financial Services Co
N/A—26,159-26,159-100%$724.3K———
Maridea Wealth Management LLC
N/A—25,903-25,903-100%$717.5K———
GeoWealth Management, LLC
N/A—25,857-25,857-100%$716.2K———
Coppell Advisory Solutions LLC
N/A—25,535-25,535-100%$666.4K———
Madison Asset Management, LLC
N/A—25,380-25,380-100%$703.0K———
BWM Planning, LLC
N/A—25,084-25,084-100%$694.8K———
Basepoint Wealth LLC
N/A—24,823-24,823-100%$687.6K———
Davis Wealth Advisors, LLC
N/A—24,739-24,739-100%$685.3K———
Ketron Financial
N/A—24,657-24,657-100%$683.0K———
Becker Capital Management Inc
N/A—24,646-24,646-100%$682.7K———
Proffitt & Goodson Inc
N/A—24,643-24,643-100%$682.6K———
Mayport, LLC
N/A—24,385-24,385-100%$675.5K———
Crewe Advisors LLC
N/A—23,681-23,681-100%$656.0K———
Whittier Trust Co of Nevada Inc
N/A—22,882-22,882-100%$628.8K———
Lifeworks Advisors, LLC
N/A—22,815-22,815-100%$632.0K———
Pallas Capital Advisors LLC
N/A—22,642-22,642-100%$627.2K———
VSM Wealth Advisory, LLC
N/A—22,504-22,504-100%$623.4K———
Western Wealth Management, LLC
N/A—22,493-22,493-100%$623.1K———
Lbmc Investment Advisors, LLC
N/A—22,484-22,484-100%$622.8K———
Lowe Brockenbrough & Co Inc
N/A—21,742-21,742-100%$602.3K———
Regal Investment Advisors LLC
N/A—21,275-21,275-100%$589.3K———
Hirtle & Co., LLC
N/A—21,180-21,180-100%$586.7K———
Rollins Financial Advisors, LLC
N/A—20,969-20,969-100%$580.8K———
Capital Financial Group Inc\co\
N/A—20,952-20,952-100%$580.4K———
Protective Life Corp
N/A—20,713-20,713-100%$573.8K———
Advisory Alpha, LLC
N/A—20,272-20,272-100%$561.6K———
Silver OAK Securities, Incorporated
N/A—19,972-19,972-100%$553.2K———
Westbourne Investments, Inc.
N/A—19,889-19,889-100%$550.9K———
Ogorek Anthony Joseph
N/A—19,439-19,439-100%$538.0K———
Marshall Financial Group, LLC
N/A—19,411-19,411-100%$537.7K———
Klcm Advisors, Inc.
N/A—19,093-19,093-100%$528.9K———
Tocqueville Asset Management L.P.
N/A—18,418-18,418-100%$510.2K———
Mosaic Family Wealth Partners, LLC
N/A—18,409-18,409-100%$509.9K———
One Charles Private Wealth Services, LLC
N/A—18,390-18,390-100%$509.4K———
Steelhead Wealth Management LLC
N/A—18,343-18,343-100%$508.0K———
Access Financial Services, Inc.
N/A—18,002-18,002-100%$498.7K———
Castle Wealth Management LLC
N/A—18,002-18,002-100%$498.7K———
Stonebridge Financial Group, LLC
N/A—17,928-17,928-100%$496.0K———
Atlantic Union Bankshares Corp
N/A—17,563-17,563-100%$486.5K———
Rothschild Wealth LLC
N/A—17,526-17,526-100%$485.5K———
First Western Trust Bank
N/A—17,324-17,324-100%$479.9K———
Members Trust Co
N/A—17,308-17,308-100%$479.4K———
Integrated Investment Consultants, LLC
N/A—17,263-17,263-100%$478.2K———
Dunhill Financial, LLC
N/A—17,244-17,244-100%$477.7K———
Hancock Whitney Corp
N/A—16,798-16,798-100%$465.3K———
Vident Advisory, LLC
N/A—16,622-16,622-100%$460.4K———
Peak Asset Management, LLC
N/A—16,597-16,597-100%$459.7K———
Modus Advisors, LLC
N/A—16,574-16,574-100%$459.1K———
Marietta Investment Partners LLC
N/A—16,416-16,416-100%$454.7K———
One Wealth Map LLC
N/A—16,396-16,396-100%$438.4K———
Keystone Financial Group
N/A—16,168-16,168-100%$447.9K———
Syon Capital LLC
N/A—16,113-16,113-100%$446.3K———
American Trust
N/A—16,011-16,011-100%$443.5K———
Neuberger Berman Group LLC
N/A—15,986-15,986-100%$442.8K———
Satovsky Asset Management LLC
N/A—15,986-15,986-100%$442.8K———
Sachetta, LLC
N/A—15,831-15,831-100%$438.5K———
PFG Investments, LLC
N/A—15,764-15,764-100%$436.7K———
Dravo BAY LLC
N/A—15,717-15,717-100%$435.4K———
Fidelis Wealth Advisors LLC
N/A—15,565-15,565-100%$431.2K———
Florida Financial Advisors, LLC
N/A—15,445-15,445-100%$427.8K———
Tiemann Investment Advisors, LLC
N/A—15,411-15,411-100%$426.9K———
Indie Asset Partners, LLC
N/A—15,392-15,392-100%$426.4K———
Stembrook Asset Management, LLC
N/A—15,127-15,127-100%$419.0K———
PCM Encore, LLC
N/A—15,119-15,119-100%$418.8K———
Requisite Capital Management, LLC
N/A—14,931-14,931-100%$413.6K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—14,920-14,920-100%$413.3K———
Peregrine Asset Advisers, Inc.
N/A—14,710-14,710-100%$407.5K———
QRG Capital Management, Inc.
N/A—14,505-14,505-100%$401.8K———
Oak Wealth Advisors LLC
N/A—14,502-14,502-100%$401.7K———
Disciplined Investors, L.L.C.
N/A—14,418-14,418-100%$399.4K———
BFC Planning, Inc.
N/A—14,293-14,293-100%$395.9K———
Comprehensive Money Management Services LLC
N/A—14,194-14,194-100%$393.2K———
URS Advisory LLC
N/A—14,113-14,113-100%$390.9K———
First Foundation Advisors
N/A—14,080-14,080-100%$390.0K———
Lathrop Investment Management Co
N/A—13,982-13,982-100%$387.0K———
Stokes Family Office, LLC
N/A—13,904-13,904-100%$385.1K———
Panoramic Investment Advisors, LLC
N/A—13,861-13,861-100%$384.0K———
Balanced Wealth Group LLC
N/A—13,778-13,778-100%$381.6K———
Huntington National Bank
N/A—13,733-13,733-100%$380.4K———
Stratos Investment Management, LLC
N/A—13,705-13,705-100%$379.6K———
Medallion Wealth Advisors, LLC
N/A—13,507-13,507-100%$374.1K———
Drucker Wealth 3.0, LLC
N/A—13,478-13,478-100%$373.3K———
Spwm Advisors LLC
N/A—13,185-13,185-100%$356.1K———
Prelude Capital Management, LLC
N/A—13,110-13,110-100%$363.1K———
Fiduciary Group, LLC
N/A—13,107-13,107-100%$363.1K———
Aspen Capital Management, LLC
N/A—13,039-13,039-100%$361.2K———
Astoria Portfolio Advisors Llc.
N/A—12,998-12,998-100%$360.0K———
WealthCollab, LLC
N/A—12,854-12,854-100%$356.1K———
Joule Financial, LLC
N/A—12,724-12,724-100%$352.5K———
Vernal Point Advisors, LLC
N/A—12,639-12,639-100%$350.1K———
Twin Peaks Wealth Advisors, LLC
N/A—12,397-12,397-100%$343.4K———
Vanguard National Trust Co
N/A—12,395-12,395-100%$343.3K———
Prudent Investors Network, Inc.
N/A—12,086-12,086-100%$334.8K———
Northstar Group, Inc.
N/A—12,068-12,068-100%$334.3K———
Kane Investment Management, Inc.
N/A—12,021-12,021-100%$333.0K———
Howe & Rusling Inc
N/A—11,944-11,944-100%$330.8K———
Capstone Financial Advisors, Inc.
N/A—11,838-11,838-100%$327.9K———
Cary Street Partners Financial LLC
N/A—11,801-11,801-100%$326.9K———
Kilner Capital Advisors, LLC
N/A—11,781-11,781-100%$328.3K———
Sequent Planning LLC
N/A—11,560-11,560-100%$320.2K———
Tribridge Partners Financial LLC
N/A—11,519-11,519-100%$312.5K———
Stillwater Private Wealth, LLC
N/A—11,512-11,512-100%$327———
Stephens Inc
N/A—11,428-11,428-100%$316.6K———
NerdWallet Wealth Partners, LLC
N/A—11,282-11,282-100%$312.5K———
Quotient Wealth Partners, LLC
N/A—11,243-11,243-100%$311.4K———
Manning & Napier Advisors LLC
N/A—11,109-11,109-100%$307.7K———
Regimen Wealth, LLC
N/A—11,097-11,097-100%$307.4K———
Curio Wealth, LLC
N/A—11,026-11,026-100%$305.4K———
Everest Private Wealth
N/A—11,008-11,008-100%$304.9K———
Gladstone Institutional Advisory LLC
N/A—10,973-10,973-100%$304.0K———
FCA Corp
N/A—10,918-10,918-100%$302.4K———
Pinnacle Financial Partners, Inc.
N/A—10,899-10,899-100%$301.9K———
ATLas Financial Planning LLC
N/A—10,855-10,855-100%$300.7K———
Northwest Quadrant Wealth Management, LLC
N/A—10,721-10,721-100%$297.0K———
Landing Point Financial Group, LLC
N/A—10,655-10,655-100%$295.2K———
Morris Financial Concepts, Inc.
N/A—10,602-10,602-100%$293.7K———
Vantus Wealth LLC
N/A—10,498-10,498-100%$290.8K———
Hutchinson Capital Management
N/A—10,451-10,451-100%$289.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,284-10,284-100%$284.9K———
Bellwether Advisors, LLC
N/A—10,150-10,150-100%$281.2K———
Sharp Wealth Advisory, LLC
N/A—10,055-10,055-100%$278.5K———
Integrity Financial Corp
N/A—10,044-10,044-100%$278.2K———
Robinhood Asset Management, LLC
N/A—9,886-9,886-100%$273.8K———
Ethos Financial Group, LLC
N/A—9,773-9,773-100%$270.7K———
Barnes Pettey Financial Advisors, LLC
N/A—9,708-9,708-100%$268.9K———
Concentrum Wealth Management
N/A—9,706-9,706-100%$268.9K———
M&T Bank Corp
N/A—9,620-9,620-100%$266.5K———
Main Street Research LLC
N/A—9,606-9,606-100%$266.1K———
Impact Partnership Wealth, LLC
N/A—9,596-9,596-100%$265.8K———
NWK Group, Inc.
N/A—9,590-9,590-100%$265.6K———
Brookwood Investment Group LLC
N/A—9,559-9,559-100%$264.8K———
Caerus Investment Advisors, LLC
N/A—9,558-9,558-100%$264.8K———
Rothschild Investment LLC
N/A—9,494-9,494-100%$263.0K———
Clark Capital Management Group, Inc.
N/A—9,477-9,477-100%$262.5K———
Fidelis Capital Partners, LLC
N/A—9,326-9,326-100%$258.3K———
Lakeridge Wealth Management LLC
N/A—9,289-9,289-100%$257.3K———
Ironwood Investment Counsel, LLC
N/A—9,135-9,135-100%$253.0K———
Hexagon Capital Partners LLC
N/A—9,002-9,002-100%$249.4K———
Essex Financial Services, Inc.
N/A—8,952-8,952-100%$248.0K———
Hantz Financial Services, Inc.
N/A—8,747-8,747-100%$242.0K———
Empirical Asset Management, LLC
N/A—8,744-8,744-100%$242.2K———
Strategic Financial Services, Inc.
N/A—8,722-8,722-100%$241.6K———
Delos Wealth Advisors, LLC
N/A—8,691-8,691-100%$240.7K———
Vanguard Personalized Indexing Management, LLC
N/A—8,636-8,636-100%$239.2K———
Kirtland Hills Capital Management, LLC
N/A—8,575-8,575-100%$237.5K———
Mokan Wealth Management Inc.
N/A—8,572-8,572-100%$237.5K———
GatePass Capital, LLC
N/A—8,553-8,553-100%$236.9K———
Waddell & Associates, LLC
N/A—8,545-8,545-100%$236.7K———
Next Capital Management LLC
N/A—8,535-8,535-100%$236.4K———
Cadence Wealth Management LLC
N/A—8,484-8,484-100%$235.0K———
Urban Financial Advisory Corp
N/A—8,482-8,482-100%$235.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—8,341-8,341-100%$231.0K———
Tyche Wealth Partners LLC
N/A—8,340-8,340-100%$231.0K———
Rock Point Advisors, LLC
N/A—8,325-8,325-100%$230.6K———
Constant Guidance Financial LLC
N/A—8,203-8,203-100%$227.2K———
Garden State Investment Advisory Services LLC
N/A—8,192-8,192-100%$226.9K———
Granite Bay Wealth Management, LLC
N/A—8,089-8,089-100%$224.0K———
AlTi Global, Inc.
N/A—8,066-8,066-100%$223.4K———
Aimz Investment Advisors, LLC
N/A—8,030-8,030-100%$222.4K———
Quent Capital, LLC
N/A—7,945-7,945-100%$220.1K———
Tidemark, LLC
N/A—7,923-7,923-100%$219.5K———
Lavaca Capital LLC
N/A—7,911-7,911-100%$219.1K———
Drake & Associates, LLC
N/A—7,872-7,872-100%$218.1K———
Navis Wealth Advisors, LLC
N/A—7,777-7,777-100%$215.4K———
TD Capital Management LLC
N/A—7,777-7,777-100%$215.4K———
Cladis Investment Advisory, LLC
N/A—7,720-7,720-100%$213.8K———
Northstar Financial Companies, Inc.
N/A—7,674-7,674-100%$212.6K———
Cozad Asset Management Inc
N/A—7,664-7,664-100%$212.3K———
Schnieders Capital Management, Llc.
N/A—7,652-7,652-100%$212.0K———
Cloud Capital Management, LLC
N/A—7,585-7,585-100%$210.0K———
Bravera Wealth
N/A—7,510-7,510-100%$208.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—7,467-7,467-100%$209.4K———
HighPoint Advisor Group LLC
N/A—7,426-7,426-100%$205.7K———
Swisher Financial Concepts, Inc.
N/A—7,257-7,257-100%$201.0K———
BlackDiamond Wealth Management, LLC
N/A—7,211-7,211-100%$202.5K———
N.E.W. Advisory Services LLC
N/A—7,127-7,127-100%$197.4K———
Quantum Capital Management, LLC / NJ
N/A—7,108-7,108-100%$196.9K———
Synergy Investment Management, LLC
N/A—6,171-6,171-100%$170.9K———
Whittier Trust Co
N/A—6,095-6,095-100%$169.9K———
Smithfield Trust Co
N/A—5,707-5,707-100%$157.0K———
Glassman Wealth Services
N/A—4,997-4,997-100%$138.4K———
Private Wealth Asset Management, LLC
N/A—4,594-4,594-100%$127.3K———
Johnson Financial Group, Inc.
N/A—4,344-4,344-100%$120.3K———
Orion Capital Management LLC
N/A—4,298-4,298-100%$119.1K———
SouthState Bank Corp
N/A—4,290-4,290-100%$118.8K———
WealthShield Partners, LLC
N/A—4,080-4,080-100%$113.0K———
Glassy Mountain Advisors, Inc.
N/A—3,806-3,806-100%$105.4K———
SHP Wealth Management
N/A—3,532-3,532-100%$97.8K———
Atlas Capital Advisors Inc.
N/A—3,299-3,299-100%$91.4K———
Strive Financial Group,LLC
N/A—3,252-3,252-100%$90.1K———
Index Technologies Group LLC
N/A—3,238-3,238-100%$89.7K———
Quantum Portfolio Management LLC
N/A—3,238-3,238-100%$89.7K———
Raffa Wealth Management, LLC
N/A—3,221-3,221-100%$89.2K———
Pinney & Scofield, Inc.
N/A—3,197-3,197-100%$88.6K———
Tiaa Wealth Investment Management LLC
N/A—2,985-2,985-100%$82.2K———
Bernard Wealth Management Corp.
N/A—2,863-2,863-100%$79.3K———
Westend Capital Management, LLC
N/A—2,811-2,811-100%$77.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,798-2,798-100%$77.5K———
Strategic Wealth Partners, Ltd.
N/A—2,766-2,766-100%$76.6K———
Ameriflex Group, Inc.
N/A—2,744-2,744-100%$76.0K———
Transamerica Financial Advisors, LLC
N/A—2,699-2,699-100%$74.8K———
Glen Eagle Advisors, LLC
N/A—2,689-2,689-100%$74.5K———
Game Plan Financial Advisors, LLC
N/A—2,659-2,659-100%$73.7K———
Ankerstar Wealth, LLC
N/A—2,564-2,564-100%$71.0K———
Kilter Group LLC
N/A—2,422-2,422-100%$67.1K———
Federation des caisses Desjardins du Quebec
N/A—2,300-2,300-100%$63.7K———
Quarry LP
N/A—2,130-2,130-100%$59.0K———
Timbuktu Capital Management, LLC
N/A—2,100-2,100-100%$58.2K———
Kerr Financial Planning Corp
N/A—2,000-2,000-100%$55.4K———
Caitlin John, LLC
N/A—1,967-1,967-100%$54.5K———
Hollencrest Capital Management
N/A—1,930-1,930-100%$53.5K———
ST Germain D J Co Inc
N/A—1,813-1,813-100%$50.2K———
Timmons Wealth Management, LLC
N/A—1,797-1,797-100%$49.8K———
Colonial Trust Co / SC
N/A—1,700-1,700-100%$47.1K———
Osbon Capital Management LLC
N/A—1,671-1,671-100%$46.3K———
Sittner & Nelson, LLC
N/A—1,211-1,211-100%$33.5K———
PIN OAK Investment Advisors Inc
N/A—1,160-1,160-100%$32.0K———
Kiker Wealth Management, LLC
N/A—1,156-1,156-100%$32.0K———
CNB Bank
N/A—1,058-1,058-100%$29.3K———
Motco
N/A—1,025-1,025-100%$28.4K———
Frazier Financial Advisors, LLC
N/A—989-989-100%$27.4K———
Measured Wealth Private Client Group, LLC
N/A—974-974-100%$27.0K———
Cheviot Value Management, LLC
N/A—876-876-100%$24.3K———
Paladin Advisory Group, LLC
N/A—802-802-100%$22.2K———
Harborfront Financial Group LLC
N/A—774-774-100%$21.4K———
HM Payson & Co
N/A—747-747-100%$20.7K———
Allied Private Wealth LLC
N/A—694-694-100%$18.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—668-668-100%$18.4K———
Founders Financial Alliance, LLC
N/A—603-603-100%$16.7K———
EFG International AG
N/A—600-600-100%$16.6K———
Steigerwald, Gordon & Koch Inc.
N/A—560-560-100%$15.5K———
GW&K Investment Management, LLC
N/A—553-553-100%$15———
Godfrey Financial Associates, Inc.
N/A—548-548-100%$15.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—538-538-100%$14.9K———
Investment Counsel Co of Nevada
N/A—532-532-100%$14.7K———
Providence Capital Advisors, LLC
N/A—497-497-100%$13.8K———
Cbiz Investment Advisory Services, LLC
N/A—446-446-100%$11.0K———
HighMark Wealth Management LLC
N/A—430-430-100%$11.9K———
Colonial Trust Advisors
N/A—354-354-100%$9.8K———
Financial Gravity Companies, Inc.
N/A—319-319-100%$8.8K———
Tower Research Capital LLC (TRC)
N/A—304-304-100%$8.4K———
Topsail Wealth Management, LLC
N/A—271-271-100%$7.5K———
Aventura Private Wealth, LLC
N/A—240-240-100%$6.6K———
Core Capital Management & Research, inc.
N/A—220-220-100%$6.2K———
Caldwell Sutter Capital, Inc.
N/A—205-205-100%$5.7K———
Aberdeen Wealth Management LLC
N/A—200-200-100%$5.5K———
Group One Trading LLC
N/A—200-200-100%$5.5K———
Swan Capital LLC
N/A—168-168-100%$4.7K———
Anchor Bay Capital, Inc.
N/A—158-158-100%$4.4K———
LGT Financial Advisors LLC
N/A—146-146-100%$4.0K———
Greykasell Wealth Strategies, Inc.
N/A—138-138-100%$3.8K———
Investors Portfolio Services LLC
N/A—129-129-100%$3.6K———
Heritage Wealth Advisors
N/A—124-124-100%$3.4K———
Mcguire Capital Advisors Inc
N/A—64-64-100%$1.8K———
Graney & King, LLC
N/A—64-64-100%$1.8K———
New Republic Capital, LLC
N/A—44-44-100%$1.2K———
Cary Street Partners Investment Advisory LLC
N/A—13-13-100%$360———
Walsh & Associates, LLC
N/A—8-8-100%$222———
Showing 1749 of 1749 institutions