IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Dividend Apprec ETF (VIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
INCREASED
Shares5,957,338 from 5,857,815
Change+99,523 (+2%)
Value$1.4B (+$2.7M)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares2,349,375 from 2,283,297
Change+66,078 (+3%)
Value$548.1M (+$7.9M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares2,012,790 from 2,302,544
Change-289,754 (-13%)
Value$469.6M (-$75.2M)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares1,736,328 from 1,659,600
Change+76,728 (+5%)
Value$405.1M (+$12.4M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,444,405 from 1,346,092
Change+98,313 (+7%)
Value$341.1M (+$21.2M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares1,378,264 from 1,371,589
Change+6,675 (+0%)
Value$321.6M (-$3.0M)
Filed 2026-11-05
Howard Capital Management, LLC
UNCHANGED
Shares1,201,957 from 1,201,957
Change0 (0%)
Value$280.4M (-$4.0M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares1,196,160 from 1,196,126
Change+34 (0%)
Value$279.1M (-$4.0M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares1,157,759 from 989,945
Change+167,814 (+17%)
Value$270.1M (+$35.9M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares1,145,441 from 992,810
Change+152,631 (+15%)
Value$267.2M (+$32.3M)
Filed 2026-10-14
Aspiriant, LLC
INCREASED
Shares965,249 from 955,047
Change+10,202 (+1%)
Value$225.2M (-$791.4K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares933,435 from 948,167
Change-14,732 (-2%)
Value$217.8M (-$6.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares866,528 from 872,972
Change-6,444 (-1%)
Value$202.2K (-$206.4M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares784,661 from 768,127
Change+16,534 (+2%)
Value$183.1M (+$1.3M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares772,719 from 809,037
Change-36,318 (-4%)
Value$180.3M (-$11.2M)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED
Shares756,006 from 751,455
Change+4,551 (+1%)
Value$176.4M (-$1.4M)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares745,115 from 719,567
Change+25,548 (+4%)
Value$173.8M (+$3.6M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares727,956 from 701,711
Change+26,245 (+4%)
Value$169.8M (+$3.8M)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares557,113 from 556,557
Change+556 (+0%)
Value$130.0M (-$1.7M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares549,173 from 566,771
Change-17,598 (-3%)
Value$128.1M (-$6.0M)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares432,533 from 445,642
Change-13,109 (-3%)
Value$100.9M (-$4.5M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares396,321 from 300,872
Change+95,449 (+32%)
Value$92.5M (+$21.3M)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares377,934 from 378,079
Change-145 (0%)
Value$88.2K (-$89.4M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares369,397 from 362,292
Change+7,105 (+2%)
Value$86.2M (+$458.6K)
Filed 2026-10-22
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares331,187 from 338,905
Change-7,718 (-2%)
Value$77.3M (-$2.9M)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares324,848 from 321,033
Change+3,815 (+1%)
Value$75.8M (-$173.3K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares306,907 from 282,286
Change+24,621 (+9%)
Value$71.6M (+$4.8M)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares298,140 from 293,378
Change+4,762 (+2%)
Value$69.6M (+$139.9K)
Filed 2026-11-03
Paragon Capital Management Ltd
DECREASED
Shares289,619 from 295,185
Change-5,566 (-2%)
Value$67.6M (-$2.3M)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
INCREASED
Shares282,213 from 254,170
Change+28,043 (+11%)
Value$65.8M (+$5.7M)
Filed 2026-10-30
Berkshire Money Management, Inc.
INCREASED
Shares280,229 from 278,890
Change+1,339 (+0%)
Value$65.4M (-$610.7K)
Filed 2026-10-21
True Link Financial Advisors, LLC
INCREASED
Shares280,011 from 277,358
Change+2,653 (+1%)
Value$65.3M (-$299.1K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares274,064 from 235,116
Change+38,948 (+17%)
Value$63.9M (+$8.3M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares269,557 from 243,915
Change+25,642 (+11%)
Value$62.9M (+$5.2M)
Filed 2026-10-28
Wealth Architects, LLC
INCREASED
Shares267,233 from 256,927
Change+10,306 (+4%)
Value$62.3M (+$1.6M)
Filed 2026-11-03
Evensky & Katz LLC
INCREASED
Shares262,530 from 261,759
Change+771 (+0%)
Value$61.3K (-$61.9M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares247,796 from 212,151
Change+35,645 (+17%)
Value$57.8M (+$7.6M)
Filed 2026-10-08
Founders Financial Securities LLC
INCREASED
Shares237,684 from 232,260
Change+5,424 (+2%)
Value$55.5M (+$496.7K)
Filed 2026-10-28
Noble Family Wealth, LLC
INCREASED
Shares237,428 from 235,981
Change+1,447 (+1%)
Value$55.4M (-$443.5K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
INCREASED
Shares234,484 from 206,869
Change+27,615 (+13%)
Value$54.7M (+$5.8M)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares231,567 from 239,042
Change-7,475 (-3%)
Value$54.0M (-$2.5M)
Filed 2026-10-27
Eclectic Associates Inc
INCREASED
Shares229,297 from 224,918
Change+4,379 (+2%)
Value$53.5M (+$280.5K)
Filed 2026-10-09
Principle Wealth Partners LLC
DECREASED
Shares225,587 from 226,788
Change-1,201 (-1%)
Value$52.6M (-$1.0M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares220,699 from 219,810
Change+889 (+0%)
Value$51.5M (-$965.6K)
Filed 2026-10-19
AMG National Trust Bank
INCREASED
Shares212,035 from 190,717
Change+21,318 (+11%)
Value$49.5M (+$4.3M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares203,536 from 199,777
Change+3,759 (+2%)
Value$47.5M (+$215.7K)
Filed 2026-11-04
Prodigy Asset Management LLC
INCREASED
Shares202,671 from 201,427
Change+1,244 (+1%)
Value$47.3M (-$376.3K)
Filed 2026-10-28
E&G Advisors, LLC
DECREASED
Shares198,884 from 200,335
Change-1,451 (-1%)
Value$46.3M (-$998.2K)
Filed 2026-10-13
Old Mission Investment Co LLC
INCREASED
Shares198,056 from 196,676
Change+1,380 (+1%)
Value$46.2M (-$328.9K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares198,049 from 196,082
Change+1,967 (+1%)
Value$46.2M (-$190.1K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
DECREASED
Shares196,568 from 208,342
Change-11,774 (-6%)
Value$45.9M (-$3.4M)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
DECREASED
Shares196,055 from 197,505
Change-1,450 (-1%)
Value$45.7M (-$991.4K)
Filed 2026-11-05
West Paces Advisors Inc.
INCREASED
Shares194,407 from 193,155
Change+1,252 (+1%)
Value$45.4M (-$347.2K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares193,224 from 191,586
Change+1,638 (+1%)
Value$45.1M (-$252.0K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares187,148 from 188,515
Change-1,367 (-1%)
Value$43.7M (-$943.0K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares184,247 from 177,904
Change+6,343 (+4%)
Value$43.0M (+$891.0K)
Filed 2026-11-05
Fidelis iM, LLC
INCREASED
Shares182,133 from 179,381
Change+2,752 (+2%)
Value$42.5M (+$48.3K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
DECREASED
Shares174,445 from 177,445
Change-3,000 (-2%)
Value$40.7M (-$1.3M)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares173,559 from 173,525
Change+34 (+0%)
Value$40.5M (-$566.7K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares170,498 from 164,367
Change+6,131 (+4%)
Value$39.8M (+$886.4K)
Filed 2026-10-27
Rational Advisors, Inc.
INCREASED
Shares167,011 from 151,497
Change+15,514 (+10%)
Value$39.0M (+$3.1M)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares165,207 from 158,832
Change+6,375 (+4%)
Value$38.5M (+$961.5K)
Filed 2026-10-08
Enclave Advisors LLC
DECREASED
Shares158,165 from 175,144
Change-16,979 (-10%)
Value$36.9M (-$4.5M)
Filed 2026-10-14
Human Investing LLC
DECREASED
Shares152,992 from 156,676
Change-3,684 (-2%)
Value$35.7M (-$1.4M)
Filed 2026-10-19
Avantax Planning Partners, Inc.
DECREASED
Shares144,875 from 153,420
Change-8,545 (-6%)
Value$33.8M (-$2.5M)
Filed 2026-11-03
Seneca Financial Advisors LLC
DECREASED
Shares144,356 from 150,196
Change-5,840 (-4%)
Value$33.7M (-$1.9M)
Filed 2026-10-28
Firestone Capital Management
INCREASED
Shares141,935 from 141,568
Change+367 (+0%)
Value$33.1M (-$383.0K)
Filed 2026-11-03
Studio Investment Management LLC
DECREASED
Shares141,796 from 142,547
Change-751 (-1%)
Value$33.1M (-$647.0K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares140,517 from 132,966
Change+7,551 (+6%)
Value$32.8M (+$1.3M)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
DECREASED
Shares137,878 from 140,046
Change-2,168 (-2%)
Value$32.2K (-$970)
Filed 2026-10-27
Crane Advisory, LLC
INCREASED
Shares137,082 from 136,218
Change+864 (+1%)
Value$32.4M (-$201.9K)
Filed 2026-10-13
Allen Investment Management, LLC
INCREASED
Shares136,672 from 129,983
Change+6,689 (+5%)
Value$31.9M (+$1.1M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares130,537 from 145,305
Change-14,768 (-10%)
Value$30.5M (-$3.9M)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares129,893 from 129,495
Change+398 (+0%)
Value$30.3M (-$336.0K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares128,242 from 123,689
Change+4,553 (+4%)
Value$29.9M (+$653.0K)
Filed 2026-11-04
Buska Wealth Management, LLC
DECREASED
Shares125,546 from 131,990
Change-6,444 (-5%)
Value$29.3M (-$1.9M)
Filed 2026-10-08
Americana Partners, LLC
DECREASED
Shares124,210 from 127,651
Change-3,441 (-3%)
Value$29.0M (-$1.2M)
Filed 2026-10-28
McCarthy Asset Management, Inc.
DECREASED
Shares122,845 from 124,375
Change-1,530 (-1%)
Value$28.7M (-$768.8K)
Filed 2026-10-20
Ball & Co Wealth Management Inc.
DECREASED
Shares122,175 from 122,288
Change-113 (0%)
Value$28.5M (-$430.3K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED
Shares122,031 from 118,186
Change+3,845 (+3%)
Value$28.5M (+$505.9K)
Filed 2026-10-26
Granite FO LLC
INCREASED
Shares121,697 from 121,335
Change+362 (+0%)
Value$28.4M (-$317.2K)
Filed 2026-10-14
AGF Management LTD
DECREASED
Shares121,100 from 123,700
Change-2,600 (-2%)
Value$28.3M (-$1.0M)
Filed 2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED
Shares120,501 from 123,176
Change-2,675 (-2%)
Value$28.1M (-$985.5K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares119,117 from 115,490
Change+3,627 (+3%)
Value$27.8M (+$463.9K)
Filed 2026-10-16
Capital Advantage, Inc.
DECREASED
Shares117,419 from 117,497
Change-78 (0%)
Value$27.4M (-$407.1K)
Filed 2026-10-14
Ariston Services Group
UNCHANGED
Shares117,216 from 117,216
Change0 (0%)
Value$27.3M (-$388.0K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares116,597 from 117,924
Change-1,327 (-1%)
Value$27.2M (-$700.0K)
Filed 2026-10-26
GEN Financial Management, Inc.
DECREASED
Shares115,347 from 115,778
Change-431 (0%)
Value$26.9M (-$483.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares113,867 from 109,943
Change+3,924 (+4%)
Value$26.6M (+$551.6K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares113,553 from 113,648
Change-95 (0%)
Value$26.5M (-$398.3K)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares113,020 from 112,982
Change+38 (+0%)
Value$26.4M (-$365.2K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares112,128 from 114,747
Change-2,619 (-2%)
Value$26.2M (-$990.9K)
Filed 2026-10-09
Burns J W & Co Inc
INCREASED
Shares109,668 from 106,884
Change+2,784 (+3%)
Value$25.6M (+$295.8K)
Filed 2026-10-20
Global Wealth Strategies & Associates
INCREASED
Shares109,418 from 106,556
Change+2,862 (+3%)
Value$25.5M (+$315.0K)
Filed 2026-10-02
Northeast Investment Management
DECREASED
Shares109,162 from 113,018
Change-3,856 (-3%)
Value$25.5M (-$1.3M)
Filed 2026-10-30
Markowski Investments
INCREASED
Shares108,052 from 107,534
Change+518 (+0%)
Value$25.2M (-$235.0K)
Filed 2026-10-30
Clarity Wealth Advisors, LLC
INCREASED
Shares107,052 from 105,705
Change+1,347 (+1%)
Value$25.0M (-$35.7K)
Filed 2026-10-21
SimpliFi, Inc.
DECREASED
Shares106,255 from 106,855
Change-600 (-1%)
Value$24.8M (-$493.6K)
Filed 2026-10-28
Family CFO Inc
INCREASED
Shares105,384 from 104,202
Change+1,182 (+1%)
Value$24.6M (-$69.3K)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares105,219 from 99,618
Change+5,601 (+6%)
Value$24.5M (+$976.7K)
Filed 2026-11-04
Juno Financial Group LLC
INCREASED
Shares103,123 from 100,746
Change+2,377 (+2%)
Value$24.1M (+$221.0K)
Filed 2026-10-27
Wheelhouse Advisory Group LLC
INCREASED
Shares102,675 from 96,222
Change+6,453 (+7%)
Value$24.0M (+$1.2M)
Filed 2026-10-20
Flywheel Private Wealth LLC
DECREASED
Shares102,200 from 102,806
Change-606 (-1%)
Value$23.8M (-$481.7K)
Filed 2026-11-02
Dmkc Advisory Services, LLC
DECREASED
Shares101,890 from 145,753
Change-43,863 (-30%)
Value$23.8M (-$10.7M)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares101,620 from 97,311
Change+4,309 (+4%)
Value$23.7M (+$683.1K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares100,939 from 101,024
Change-85 (0%)
Value$23.6M (-$354.2K)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares100,798 from 100,660
Change+138 (+0%)
Value$23.5M (-$301.0K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares99,860 from 99,741
Change+119 (+0%)
Value$23.3M (-$302.5K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares99,732 from 97,336
Change+2,396 (+2%)
Value$23.3M (+$236.9K)
Filed 2026-10-21
Compass Financial Group, Inc
DECREASED
Shares99,206 from 115,105
Change-15,899 (-14%)
Value$23.1M (-$4.1M)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares97,632 from 98,637
Change-1,005 (-1%)
Value$22.8M (-$560.9K)
Filed 2026-10-15
Associated Banc-Corp
DECREASED
Shares97,046 from 97,120
Change-74 (0%)
Value$22.6M (-$338.7K)
Filed 2026-10-30
Fusion Capital, LLC
DECREASED
Shares96,185 from 97,999
Change-1,814 (-2%)
Value$22.4M (-$747.7K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares91,562 from 87,802
Change+3,760 (+4%)
Value$21.4M (+$586.6K)
Filed 2026-10-23
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares91,302 from 89,640
Change+1,662 (+2%)
Value$21.3M (+$91.4K)
Filed 2026-10-29
Gerald Baker Financial Group LLC
INCREASED
Shares91,080 from 90,854
Change+226 (+0%)
Value$21.2M (-$248.1K)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares90,675 from 92,401
Change-1,726 (-2%)
Value$21.2M (-$708.5K)
Filed 2026-10-19
Integrated Advisors Network LLC
INCREASED
Shares90,269 from 89,423
Change+846 (+1%)
Value$21.1M (-$98.6K)
Filed 2026-10-20
Forbes J M & Co LLP
INCREASED
Shares90,047 from 89,951
Change+96 (+0%)
Value$21.0M (-$275.3K)
Filed 2026-10-16
Whitegate Investment Counselors, Inc.
DECREASED
Shares89,519 from 90,225
Change-706 (-1%)
Value$20.9M (-$463.3K)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares89,509 from 85,341
Change+4,168 (+5%)
Value$20.9M (+$690.0K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares89,011 from 86,391
Change+2,620 (+3%)
Value$20.8M (+$365.1K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares88,663 from 80,014
Change+8,649 (+11%)
Value$20.7M (+$1.8M)
Filed 2026-11-04
Jnba Financial Advisors
DECREASED
Shares88,564 from 90,466
Change-1,902 (-2%)
Value$20.7M (-$743.2K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares88,300 from 88,411
Change-111 (0%)
Value$20.6M (-$318.7K)
Filed 2026-10-26
Snider Financial Group
INCREASED
Shares87,814 from 87,738
Change+76 (+0%)
Value$20.5M (-$272.8K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares87,713 from 82,647
Change+5,066 (+6%)
Value$20.5M (+$908.4K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares84,793 from 86,619
Change-1,826 (-2%)
Value$19.8M (-$712.7K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares84,719 from 65,011
Change+19,708 (+30%)
Value$19.8M (+$4.4M)
Filed 2026-11-03
Councilmark Asset Management, LLC
DECREASED
Shares83,732 from 83,740
Change-8 (0%)
Value$19.5M (-$279.2K)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares83,492 from 77,346
Change+6,146 (+8%)
Value$19.5M (+$1.2M)
Filed 2026-11-04
Annex Advisory Services, LLC
DECREASED
Shares82,655 from 84,964
Change-2,309 (-3%)
Value$19.3M (-$819.8K)
Filed 2026-10-16
Kitching Partners, LLC
INCREASED
Shares82,104 from 75,866
Change+6,238 (+8%)
Value$19.2M (+$1.2M)
Filed 2026-11-02
Reality Financial Planning Services, LLC
INCREASED
Shares80,099 from 79,591
Change+508 (+1%)
Value$18.7M (-$145.0K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares79,832 from 80,141
Change-309 (0%)
Value$18.6M (-$337.4K)
Filed 2026-10-16
D.B. Root & Company, LLC
DECREASED
Shares79,022 from 80,066
Change-1,044 (-1%)
Value$18.4M (-$508.6K)
Filed 2026-11-04
Washington Trust Co
INCREASED
Shares78,759 from 75,392
Change+3,367 (+4%)
Value$18.4M (+$536.0K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares78,273 from 77,641
Change+632 (+1%)
Value$18.3M (-$109.6K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares77,960 from 77,141
Change+819 (+1%)
Value$18.2M (-$64.3K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
DECREASED
Shares77,134 from 78,197
Change-1,063 (-1%)
Value$18.0M (-$506.8K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
INCREASED
Shares75,271 from 73,518
Change+1,753 (+2%)
Value$18.2M (+$699.4K)
Filed 2026-10-21
CRA Financial Services, LLC
DECREASED
Shares74,687 from 75,328
Change-641 (-1%)
Value$17.4M (-$399.0K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares74,299 from 72,700
Change+1,599 (+2%)
Value$17.3M (+$1.7M)
Filed 2026-10-13
Martel Wealth Advisors LLC
DECREASED
Shares73,804 from 74,740
Change-936 (-1%)
Value$17.2M (-$465.9K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares73,328 from 72,446
Change+882 (+1%)
Value$17.1M (-$34.0K)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED
Shares73,079 from 70,298
Change+2,781 (+4%)
Value$17.1M (+$416.1K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares71,200 from 70,857
Change+343 (+0%)
Value$16.6M (-$154.5K)
Filed 2026-10-19
Motive Wealth Advisors
INCREASED
Shares70,788 from 70,324
Change+464 (+1%)
Value$16.5M (-$124.7K)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares69,662 from 68,080
Change+1,582 (+2%)
Value$16.3M (+$143.8K)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares69,411 from 66,703
Change+2,708 (+4%)
Value$16.2M (+$411.0K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares68,202 from 68,637
Change-435 (-1%)
Value$15.9M (-$328.6K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares67,557 from 66,717
Change+840 (+1%)
Value$15.8M (-$24.7K)
Filed 2026-10-28
Family Investment Center, Inc.
DECREASED
Shares67,125 from 67,575
Change-450 (-1%)
Value$15.7M (-$328.9K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED
Shares66,781 from 64,034
Change+2,747 (+4%)
Value$15.6M (+$428.9K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares66,680 from 61,459
Change+5,221 (+9%)
Value$15.6M (+$1.0M)
Filed 2026-11-04
Vigilare Wealth Management
DECREASED
Shares66,464 from 69,399
Change-2,935 (-4%)
Value$15.5M (-$914.2K)
Filed 2026-10-29
Hengehold Capital Management LLC
INCREASED
Shares65,709 from 62,557
Change+3,152 (+5%)
Value$15.3M (+$528.5K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares61,858 from 62,667
Change-809 (-1%)
Value$14.4M (-$396.2K)
Filed 2026-11-03
Dala Group, LLC
INCREASED
Shares61,324 from 55,891
Change+5,433 (+10%)
Value$14.3M (+$1.1M)
Filed 2026-10-29
Novem Group
INCREASED
Shares60,415 from 58,462
Change+1,953 (+3%)
Value$14.1M (+$262.0K)
Filed 2026-10-19
Dagco, Inc.
INCREASED
Shares60,001 from 58,138
Change+1,863 (+3%)
Value$14.0M (+$242.2K)
Filed 2026-10-20
Oak Harvest Investment Services
DECREASED
Shares59,294 from 60,209
Change-915 (-2%)
Value$13.8M (-$412.6K)
Filed 2026-10-20
Pecaut & Co.
INCREASED
Shares58,973 from 57,622
Change+1,351 (+2%)
Value$13.8M (+$124.4K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares58,930 from 54,629
Change+4,301 (+8%)
Value$13.8M (+$830.3K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares58,883 from 58,437
Change+446 (+1%)
Value$13.7M (-$89.5K)
Filed 2026-11-04
Adirondack Capital Advisors, LLC
INCREASED
Shares58,638 from 52,568
Change+6,070 (+12%)
Value$13.7M (+$1.2M)
Filed 2026-10-09
Destiny Wealth Partners, LLC
INCREASED
Shares58,281 from 32,419
Change+25,862 (+80%)
Value$14.5M (+$6.7M)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares57,950 from 58,196
Change-246 (0%)
Value$13.5M (-$250.2K)
Filed 2026-11-03
GreatBanc Trust Co
DECREASED
Shares57,940 from 59,236
Change-1,296 (-2%)
Value$13.5M (-$498.4K)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares57,716 from 28,464
Change+29,252 (+103%)
Value$13.5M (+$6.7M)
Filed 2026-10-29
Kellett Wealth Advisors, LLC
INCREASED
Shares57,624 from 50,372
Change+7,252 (+14%)
Value$13.4M (+$1.5M)
Filed 2026-10-15
Apella Capital, LLC
INCREASED
Shares57,469 from 57,311
Change+158 (+0%)
Value$13.6M (-$70.9K)
Filed 2026-10-08
Garde Capital, Inc.
UNCHANGED
Shares57,369 from 57,369
Change0 (0%)
Value$13.4M (-$189.9K)
Filed 2026-10-29
Ddfg, Inc
DECREASED
Shares57,056 from 57,336
Change-280 (0%)
Value$13.3M (-$255.1K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
DECREASED
Shares56,951 from 57,172
Change-221 (0%)
Value$13.3M (-$241.0K)
Filed 2026-10-15
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares56,682 from 46,672
Change+10,010 (+21%)
Value$13.2M (+$2.2M)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares56,571 from 62,406
Change-5,835 (-9%)
Value$13.2M (-$1.6M)
Filed 2026-10-22
Linscomb Wealth, Inc.
INCREASED
Shares56,116 from 17,276
Change+38,840 (+225%)
Value$13.1M (+$9.0M)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares55,954 from 58,475
Change-2,521 (-4%)
Value$13.1M (-$781.7K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
DECREASED
Shares55,909 from 56,876
Change-967 (-2%)
Value$13.0M (-$452.4K)
Filed 2026-10-19
Safir Wealth Advisors, LLC
INCREASED
Shares55,455 from 54,411
Change+1,044 (+2%)
Value$12.9M (+$63.5K)
Filed 2026-10-16
Financial Advisory Partners, LLC
INCREASED
Shares55,309 from 54,884
Change+425 (+1%)
Value$12.9M (-$82.5K)
Filed 2026-10-23
Sherman Wealth Management LLC
DECREASED
Shares54,918 from 55,736
Change-818 (-1%)
Value$12.8M (-$375.5K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
INCREASED
Shares54,798 from 54,660
Change+138 (+0%)
Value$12.8M (-$148.9K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares54,354 from 53,781
Change+573 (+1%)
Value$12.7K (-$12.7M)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares54,318 from 56,704
Change-2,386 (-4%)
Value$12.7M (-$744.4K)
Filed 2026-10-20
CWS Financial Advisors, LLC
INCREASED
Shares53,954 from 53,381
Change+573 (+1%)
Value$12.6M (-$43.2K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares53,520 from 51,233
Change+2,287 (+4%)
Value$12.5M (+$364.0K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares52,573 from 53,051
Change-478 (-1%)
Value$12.3M (-$287.1K)
Filed 2026-11-05
Chatham Capital Group, Inc.
DECREASED
Shares52,275 from 55,485
Change-3,210 (-6%)
Value$12.2M (-$932.6K)
Filed 2026-10-16
GW Henssler & Associates LTD
INCREASED
Shares52,178 from 47,073
Change+5,105 (+11%)
Value$12.2M (+$1.0M)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
INCREASED
Shares52,124 from 51,946
Change+178 (+0%)
Value$12.2M (-$130.3K)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares51,886 from 52,234
Change-348 (-1%)
Value$12.1M (-$254.1K)
Filed 2026-10-22
LS Investment Advisors, LLC
INCREASED
Shares51,229 from 48,449
Change+2,780 (+6%)
Value$12.0M (+$488.1K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares50,373 from 62,017
Change-11,644 (-19%)
Value$11.8M (-$2.9M)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
DECREASED
Shares50,207 from 50,332
Change-125 (0%)
Value$11.7M (-$195.7K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
INCREASED
Shares49,950 from 49,220
Change+730 (+1%)
Value$11.7M (+$7.6K)
Filed 2026-10-27
Security Financial Services, Inc.
DECREASED
Shares49,716 from 49,784
Change-68 (0%)
Value$11.6M (-$180.6K)
Filed 2026-10-29
Trust Co of Vermont
INCREASED
Shares49,569 from 48,055
Change+1,514 (+3%)
Value$11.6M (+$194.2K)
Filed 2026-10-21
Keystone Financial Group, Inc.
DECREASED
Shares48,961 from 49,414
Change-453 (-1%)
Value$11.4M (-$269.3K)
Filed 2026-10-13
City State Bank
INCREASED
Shares48,898 from 47,306
Change+1,592 (+3%)
Value$11.4M (+$214.8K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares48,678 from 25,595
Change+23,083 (+90%)
Value$11.4M (+$5.3M)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares48,364 from 39,990
Change+8,374 (+21%)
Value$11.3M (+$1.8M)
Filed 2026-10-22
River's Edge Wealth Management, LLC
INCREASED
Shares48,106 from 46,636
Change+1,470 (+3%)
Value$11.6M (+$561.1K)
Filed 2026-10-19
Souders Financial Advisors
INCREASED
Shares47,452 from 46,609
Change+843 (+2%)
Value$11.1M (+$42.3K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares46,438 from 46,705
Change-267 (-1%)
Value$10.8M (-$217.0K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares45,890 from 14,085
Change+31,805 (+226%)
Value$10.7M (+$7.4M)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares45,762 from 44,270
Change+1,492 (+3%)
Value$10.7M (+$201.6K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares45,742 from 3,607
Change+42,135 (+1168%)
Value$10.7M (+$9.8M)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED
Shares45,711 from 45,802
Change-91 (0%)
Value$10.7M (-$172.8K)
Filed 2026-10-28
Mycio Wealth Partners, LLC
DECREASED
Shares45,584 from 47,481
Change-1,897 (-4%)
Value$10.6M (-$599.7K)
Filed 2026-11-04
Prentice Wealth Management LLC
DECREASED
Shares45,580 from 45,662
Change-82 (0%)
Value$10.6M (-$170.2K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED
Shares45,466 from 46,999
Change-1,533 (-3%)
Value$10.6M (-$513.3K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares44,879 from 44,121
Change+758 (+2%)
Value$10.5M (+$30.9K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares44,342 from 44,346
Change-4 (0%)
Value$10.3M (-$147.9K)
Filed 2026-10-29
Financial Planning Hawaii, Inc.
DECREASED
Shares44,277 from 45,622
Change-1,345 (-3%)
Value$10.3M (-$464.8K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares44,200 from 44,216
Change-16 (0%)
Value$11.0M (+$487.5K)
Filed 2026-11-04
Global Wealth Management, LLC
DECREASED
Shares44,160 from 51,235
Change-7,075 (-14%)
Value$10.3M (-$1.8M)
Filed 2026-10-15
Financial Perspectives, Inc
DECREASED
Shares43,842 from 44,829
Change-987 (-2%)
Value$10.2M (-$378.6K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
DECREASED
Shares43,694 from 43,967
Change-273 (-1%)
Value$10.2M (-$209.2K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares42,909 from 42,697
Change+212 (+1%)
Value$10.0M (-$92.0K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares42,847 from 42,714
Change+133 (+0%)
Value$10.0M (-$110.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares42,642 from 42,068
Change+574 (+1%)
Value$9.9M (-$5.3K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares42,578 from 42,713
Change-135 (0%)
Value$9.9M (-$173.1K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares42,273 from 41,594
Change+679 (+2%)
Value$9.9M (+$20.7K)
Filed 2026-10-28
Integrated Capital Management, Inc.
DECREASED
Shares42,113 from 44,180
Change-2,067 (-5%)
Value$9.8M (-$628.5K)
Filed 2026-10-09
Pinnacle Associates LTD
DECREASED
Shares41,793 from 43,467
Change-1,674 (-4%)
Value$9.8M (-$534.3K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares41,744 from 42,275
Change-531 (-1%)
Value$9.7M (-$263.7K)
Filed 2026-10-22
Plan Group Financial, LLC
INCREASED
Shares41,222 from 34,940
Change+6,282 (+18%)
Value$10.0M (+$1.8M)
Filed 2026-10-22
Pathway Financial Advisors LLC
UNCHANGED
Shares40,974 from 40,974
Change0 (0%)
Value$9.6M (-$217.6K)
Filed 2026-10-07
VestGen Advisors, LLC
INCREASED
Shares40,695 from 40,331
Change+364 (+1%)
Value$9.5M (-$48.7K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
DECREASED
Shares40,260 from 41,364
Change-1,104 (-3%)
Value$9.4M (-$394.5K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares40,011 from 45,434
Change-5,423 (-12%)
Value$9.3M (-$1.4M)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares39,924 from 40,106
Change-182 (0%)
Value$9.7M (+$191.2K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares39,894 from 37,176
Change+2,718 (+7%)
Value$9.3M (+$511.2K)
Filed 2026-10-26
Shrier Wealth Management, LLC
INCREASED
Shares39,741 from 39,282
Change+459 (+1%)
Value$9.3M (-$23.0K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares39,516 from 20,513
Change+19,003 (+93%)
Value$9.2M (+$4.4M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares39,008 from 41,203
Change-2,195 (-5%)
Value$9.1M (-$648.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares38,976 from 37,525
Change+1,451 (+4%)
Value$9.1M (+$214.4K)
Filed 2026-10-28
New Perspectives, Inc
DECREASED
Shares38,336 from 38,494
Change-158 (0%)
Value$8.9M (-$164.3K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares38,245 from 38,794
Change-549 (-1%)
Value$8.9M (-$256.5K)
Filed 2026-10-23
Madson Wealth Advisors Inc
DECREASED
Shares38,017 from 39,095
Change-1,078 (-3%)
Value$8.9M (-$381.1K)
Filed 2026-10-13
Trek Financial, LLC
DECREASED
Shares37,931 from 45,576
Change-7,645 (-17%)
Value$8.8M (-$1.9M)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares37,864 from 39,561
Change-1,697 (-4%)
Value$8.8M (-$527.1K)
Filed 2026-11-03
Lotus Asset Management LLC
INCREASED
Shares37,640 from 37,032
Change+608 (+2%)
Value$8.8M (+$19.2K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares36,419 from 40,436
Change-4,017 (-10%)
Value$8.5M (-$1.1M)
Filed 2026-10-07
Asset Advisory Group, Inc.
INCREASED
Shares36,308 from 35,826
Change+482 (+1%)
Value$8.5M (-$6.3K)
Filed 2026-10-20
Weaver Consulting Group
DECREASED
Shares36,147 from 36,156
Change-9 (0%)
Value$8.4M (-$121.7K)
Filed 2026-10-07
First Horizon Corp
DECREASED
Shares35,965 from 39,674
Change-3,709 (-9%)
Value$8.4M (-$996.7K)
Filed 2026-10-26
Cypress Financial Planning LLC
DECREASED
Shares35,802 from 37,147
Change-1,345 (-4%)
Value$8.4M (-$436.8K)
Filed 2026-10-09
Vavra Capital Management, LLC
INCREASED
Shares35,730 from 24,918
Change+10,812 (+43%)
Value$8.3M (+$2.4M)
Filed 2026-10-14
Fullerton Advisors, LLC
DECREASED
Shares35,595 from 35,646
Change-51 (0%)
Value$8.3M (-$130.1K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares34,766 from 13,412
Change+21,354 (+159%)
Value$8.1M (+$4.9M)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares34,697 from 33,489
Change+1,208 (+4%)
Value$8.1M (+$171.0K)
Filed 2026-10-30
John Boyer, Inc.
INCREASED
Shares34,621 from 33,328
Change+1,293 (+4%)
Value$8.1M (+$190.7K)
Filed 2026-10-27
Hoese & Co LLP
DECREASED
Shares34,319 from 34,329
Change-10 (0%)
Value$8.0M (-$116.0K)
Filed 2026-10-21
Sloy Dahl & Holst, LLC
DECREASED
Shares34,220 from 34,603
Change-383 (-1%)
Value$8.0M (-$203.9K)
Filed 2026-10-14
One Day In July LLC
INCREASED
Shares33,285 from 33,246
Change+39 (+0%)
Value$7.8M (-$100.9K)
Filed 2026-10-30
Cambridge Advisors Inc.
DECREASED
Shares33,197 from 33,507
Change-310 (-1%)
Value$7.7M (-$183.2K)
Filed 2026-10-19
West Financial Advisors, LLC
DECREASED
Shares33,185 from 34,525
Change-1,340 (-4%)
Value$7.7M (-$426.9K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares33,121 from 33,160
Change-39 (0%)
Value$7.7M (-$118.8K)
Filed 2026-10-28
Genesis Private Wealth, LLC
DECREASED
Shares33,093 from 33,146
Change-53 (0%)
Value$7.7M (-$122.0K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares33,032 from 32,544
Change+488 (+2%)
Value$8.0M (+$200.6K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares33,011 from 32,335
Change+676 (+2%)
Value$7.7M (+$50.8K)
Filed 2026-10-23
Kagan Cocozza Asset Management
DECREASED
Shares32,886 from 38,355
Change-5,469 (-14%)
Value$7.7M (-$1.4M)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
INCREASED
Shares32,605 from 32,240
Change+365 (+1%)
Value$7.6M (-$21.8K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares32,320 from 32,606
Change-286 (-1%)
Value$7.5M (-$174.6K)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares32,221 from 32,421
Change-200 (-1%)
Value$7.5M (-$147.6K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares32,174 from 34,124
Change-1,950 (-6%)
Value$7.5M (-$567.8K)
Filed 2026-10-22
LifeGoal Investments, LLC
INCREASED
Shares31,804 from 2,858
Change+28,946 (+1013%)
Value$7.4M (+$6.7M)
Filed 2026-10-09
WealthBridge Capital Management, LLC
INCREASED
Shares31,719 from 30,868
Change+851 (+3%)
Value$7.4M (+$96.5K)
Filed 2026-10-16
PW Nova Financial Services LLC
INCREASED
Shares31,691 from 30,705
Change+986 (+3%)
Value$7.4M (+$128.3K)
Filed 2026-10-15
Arcataur Capital Management LLC
INCREASED
Shares31,678 from 30,535
Change+1,143 (+4%)
Value$7.4M (+$165.6K)
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares31,611 from 32,933
Change-1,322 (-4%)
Value$7.4M (-$417.6K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares31,602 from 31,728
Change-126 (0%)
Value$7.9M (+$305.1K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares31,438 from 30,445
Change+993 (+3%)
Value$7.3M (+$40.5K)
Filed 2026-10-30
Gleason Group, Inc.
DECREASED
Shares31,432 from 41,676
Change-10,244 (-25%)
Value$7.3M (-$2.5M)
Filed 2026-10-15
Detalus Advisors, LLC
INCREASED
Shares31,311 from 30,638
Change+673 (+2%)
Value$7.3M (+$55.6K)
Filed 2026-10-15
McClarren Financial Advisors, Inc.
DECREASED
Shares31,195 from 31,556
Change-361 (-1%)
Value$7.3M (-$188.5K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares31,163 from 32,128
Change-965 (-3%)
Value$7.3M (-$331.6K)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares31,147 from 38,618
Change-7,471 (-19%)
Value$7.3M (-$1.9M)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares31,007 from 31,098
Change-91 (0%)
Value$7.2M (-$124.1K)
Filed 2026-10-13
Segment Wealth Management, LLC
DECREASED
Shares30,889 from 31,931
Change-1,042 (-3%)
Value$7.2M (-$348.8K)
Filed 2026-10-26
Creekside Partners
DECREASED
Shares30,746 from 31,119
Change-373 (-1%)
Value$7.2M (-$189.9K)
Filed 2026-11-04
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares29,951 from 29,951
Change0 (0%)
Value$7.0M (-$99.1K)
Filed 2026-11-02
Aspen Wealth Management LLC
DECREASED
Shares29,938 from 29,997
Change-59 (0%)
Value$7.0M (-$113.2K)
Filed 2026-10-14
Park National Corp
DECREASED
Shares29,904 from 33,631
Change-3,727 (-11%)
Value$7.0M (-$980.8K)
Filed 2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares29,609 from 28,020
Change+1,589 (+6%)
Value$6.9M (+$277.8K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
DECREASED
Shares29,522 from 29,864
Change-342 (-1%)
Value$6.9M (-$178.5K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares29,463 from 28,744
Change+719 (+3%)
Value$6.9M (+$72.7K)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
INCREASED
Shares29,443 from 29,329
Change+114 (+0%)
Value$6.9M (-$70.5K)
Filed 2026-10-19
First Citizens Bank & Trust Co
INCREASED
Shares29,442 from 29,152
Change+290 (+1%)
Value$6.9M (-$28.8K)
Filed 2026-10-14
Waller Financial Planning Group, Inc
DECREASED
Shares29,436 from 29,556
Change-120 (0%)
Value$6.9M (-$125.8K)
Filed 2026-10-07
Aspen Investment Management Inc
DECREASED
Shares29,110 from 29,260
Change-150 (-1%)
Value$6.8K (-$131)
Filed 2026-11-05
Colony Family Offices, LLC
DECREASED
Shares29,033 from 29,977
Change-944 (-3%)
Value$6.8M (-$319.5K)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares28,794 from 29,816
Change-1,022 (-3%)
Value$6.7M (-$337.1K)
Filed 2026-11-02
Grove Street Fiduciary, LLC
DECREASED
Shares28,595 from 29,601
Change-1,006 (-3%)
Value$6.7M (-$332.8K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares28,493 from 29,847
Change-1,354 (-5%)
Value$6.6M (-$412.9K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares28,478 from 26,677
Change+1,801 (+7%)
Value$6.8M (+$389.0K)
Filed 2026-10-09
Montis Financial, LLC
DECREASED
Shares28,472 from 28,898
Change-426 (-1%)
Value$6.6M (-$195.0K)
Filed 2026-11-04
Cidel Asset Management Inc
UNCHANGED
Shares28,070 from 28,070
Change0 (0%)
Value$6.5M (-$92.9K)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares27,808 from 27,600
Change+208 (+1%)
Value$6.5M (-$42.7K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares27,792 from 27,538
Change+254 (+1%)
Value$6.5M (-$31.8K)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED
Shares27,765 from 32,547
Change-4,782 (-15%)
Value$6.5M (-$1.2M)
Filed 2026-11-02
Verum Partners LLC
DECREASED
Shares27,649 from 28,948
Change-1,299 (-4%)
Value$6.5M (-$399.0K)
Filed 2026-10-21
Gibson Capital, LLC
UNCHANGED
Shares27,509 from 27,509
Change0 (0%)
Value$6.4M (-$91.1K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares27,274 from 27,233
Change+41 (+0%)
Value$6.4M (-$80.7K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
DECREASED
Shares27,260 from 27,571
Change-311 (-1%)
Value$6.4M (-$163.8K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares27,091 from 23,718
Change+3,373 (+14%)
Value$6.3M (+$708.5K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares26,883 from 26,804
Change+79 (+0%)
Value$6.3M (-$70.1K)
Filed 2026-11-02
Friday Financial
INCREASED
Shares26,852 from 20,981
Change+5,871 (+28%)
Value$6.3M (+$1.3M)
Filed 2026-10-09
Base Wealth Management LLC
INCREASED
Shares26,836 from 26,363
Change+473 (+2%)
Value$6.3M (+$23.1K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
DECREASED
Shares26,646 from 26,914
Change-268 (-1%)
Value$6.2M (-$151.6K)
Filed 2026-10-27
Yoder Wealth Management, Inc.
DECREASED
Shares26,637 from 26,971
Change-334 (-1%)
Value$6.2M (-$167.2K)
Filed 2026-10-13
Seamount Financial Group Inc
INCREASED
Shares26,539 from 26,286
Change+253 (+1%)
Value$6.2M (-$27.9K)
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares26,535 from 28,364
Change-1,829 (-6%)
Value$6.2M (-$520.6K)
Filed 2026-10-21
Selby Wealth Management, LLC
INCREASED
Shares26,506 from 25,100
Change+1,406 (+6%)
Value$6.2M (+$244.9K)
Filed 2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED
Shares26,503 from 25,926
Change+577 (+2%)
Value$6.2M (+$49.0K)
Filed 2026-10-15
Investment Management Trust, LLC
INCREASED
Shares26,451 from 26,332
Change+119 (+0%)
Value$6.2M (-$59.4K)
Filed 2026-11-05
W Advisors, LLC
INCREASED
Shares25,866 from 25,182
Change+684 (+3%)
Value$6.0M (+$76.4K)
Filed 2026-11-02
Howard Wealth Management, LLC
DECREASED
Shares25,730 from 26,188
Change-458 (-2%)
Value$6.0M (-$193.5K)
Filed 2026-10-28
Northstar Asset Management Co
DECREASED
Shares25,685 from 26,195
Change-510 (-2%)
Value$6.3M (+$7.0K)
Filed 2026-10-22
Infinity Wealth Counsel, LLC
INCREASED
Shares25,563 from 24,918
Change+645 (+3%)
Value$6.0M (+$68.0K)
Filed 2026-10-15
Scott & Selber, Inc.
DECREASED
Shares25,547 from 25,782
Change-235 (-1%)
Value$6.0M (-$140.2K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares25,431 from 24,681
Change+750 (+3%)
Value$5.9M (+$93.4K)
Filed 2026-10-13
Capital Planning LLC
INCREASED
Shares25,430 from 25,390
Change+40 (+0%)
Value$5.9M (-$74.8K)
Filed 2026-10-09
Hurlow Wealth Management Group, Inc.
DECREASED
Shares25,358 from 26,938
Change-1,580 (-6%)
Value$5.9M (-$457.9K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares25,164 from 24,315
Change+849 (+3%)
Value$5.9M (+$117.6K)
Filed 2026-10-22
First Premier Bank
DECREASED
Shares25,138 from 37,952
Change-12,814 (-34%)
Value$5.9K (-$3.1K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
INCREASED
Shares24,869 from 23,882
Change+987 (+4%)
Value$5.8M (+$152.3K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares24,811 from 25,164
Change-353 (-1%)
Value$5.8M (-$165.8K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares24,652 from 24,436
Change+216 (+1%)
Value$5.8M (-$30.5K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares24,445 from 23,238
Change+1,207 (+5%)
Value$5.9M (+$418.3K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares24,430 from 22,691
Change+1,739 (+8%)
Value$5.7M (+$375.5K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares24,307 from 22,855
Change+1,452 (+6%)
Value$5.7M (+$263.1K)
Filed 2026-11-04
Salem Investment Counselors Inc
DECREASED
Shares24,174 from 24,956
Change-782 (-3%)
Value$5.6M (-$265.1K)
Filed 2026-10-13
Avity Investment Management Inc.
DECREASED
Shares24,114 from 24,397
Change-283 (-1%)
Value$5.6M (-$146.8K)
Filed 2026-10-09
Levin Capital Strategies, L.P.
DECREASED
Shares24,059 from 24,060
Change-1 (0%)
Value$5.6M (-$79.6K)
Filed 2026-11-02
Sard Wealth Management Group, LLC
INCREASED
Shares23,867 from 23,241
Change+626 (+3%)
Value$5.6M (+$69.0K)
Filed 2026-10-16
Kachkovsky & Fisher, Inc.
DECREASED
Shares23,833 from 23,942
Change-109 (0%)
Value$5.6M (-$104.9K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares23,598 from 24,078
Change-480 (-2%)
Value$5.5M (-$191.7K)
Filed 2026-10-28
Sheets Smith Wealth Management
INCREASED
Shares23,568 from 23,485
Change+83 (+0%)
Value$5.5M (-$58.4K)
Filed 2026-10-16
Global Financial Private Client, LLC
DECREASED
Shares23,556 from 23,617
Change-61 (0%)
Value$5.5M (-$92.2K)
Filed 2026-10-15
Marino, Stram & Associates LLC
DECREASED
Shares23,482 from 23,714
Change-232 (-1%)
Value$5.5M (-$132.8K)
Filed 2026-10-22
LightSquare Wealth Management, LLC
DECREASED
Shares23,326 from 24,728
Change-1,402 (-6%)
Value$5.4M (-$408.9K)
Filed 2026-11-03
Baring Financial LLC
INCREASED
Shares23,320 from 22,871
Change+449 (+2%)
Value$5.4M (+$29.1K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares23,262 from 23,255
Change+7 (+0%)
Value$5.4M (-$75.4K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
DECREASED
Shares23,243 from 24,353
Change-1,110 (-5%)
Value$5.4M (-$339.5K)
Filed 2026-10-21
Flagstar Securities, Inc
DECREASED
Shares23,232 from 24,905
Change-1,673 (-7%)
Value$5.4M (-$473.1K)
Filed 2026-10-15
Centerpoint Advisory Group
DECREASED
Shares23,173 from 24,272
Change-1,099 (-5%)
Value$5.4M (-$336.7K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
DECREASED
Shares23,127 from 27,636
Change-4,509 (-16%)
Value$5.4M (-$1.1M)
Filed 2026-10-09
Morton Capital Management LLC
DECREASED
Shares22,763 from 23,346
Change-583 (-2%)
Value$5.3M (-$213.4K)
Filed 2026-10-23
Chris Bulman Inc
DECREASED
Shares22,741 from 23,326
Change-585 (-3%)
Value$5.3M (-$214.0K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares22,717 from 23,067
Change-350 (-2%)
Value$5.3M (-$158.1K)
Filed 2026-10-16
Stablepoint Partners, LLC
INCREASED
Shares22,679 from 21,301
Change+1,378 (+6%)
Value$5.3M (+$251.0K)
Filed 2026-11-03
MilWealth Group LLC
DECREASED
Shares22,642 from 23,048
Change-406 (-2%)
Value$5.3M (-$171.0K)
Filed 2026-11-02
Corda Investment Management, Llc.
DECREASED
Shares22,584 from 23,798
Change-1,214 (-5%)
Value$5.3M (-$362.0K)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares22,472 from 21,704
Change+768 (+4%)
Value$5.2M (+$107.3K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares22,468 from 22,173
Change+295 (+1%)
Value$5.2M (-$4.8K)
Filed 2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares22,386 from 22,386
Change0 (0%)
Value$5.2M (-$74.1K)
Filed 2026-10-21
Calder Financial LLC
DECREASED
Shares22,291 from 22,440
Change-149 (-1%)
Value$5.2M (-$109.0K)
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares22,128 from 22,148
Change-20 (0%)
Value$5.5M (+$272.8K)
Filed 2026-10-30
Ehrlich Financial Group
INCREASED
Shares22,057 from 21,158
Change+899 (+4%)
Value$5.1M (+$139.9K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares22,054 from 22,332
Change-278 (-1%)
Value$5.1M (-$148.7K)
Filed 2026-10-08
Stonebridge Financial Group, LLC
DECREASED
Shares22,031 from 22,082
Change-51 (0%)
Value$5.1M (-$85.0K)
Filed 2026-10-01
Cypress Wealth Services, LLC
INCREASED
Shares21,911 from 21,472
Change+439 (+2%)
Value$5.2M (+$111.9K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED
Shares21,882 from 22,353
Change-471 (-2%)
Value$5.1M (-$183.9K)
Filed 2026-11-05
Strategic Financial Group, LLC
DECREASED
Shares21,456 from 34,289
Change-12,833 (-37%)
Value$5.0M (-$3.1M)
Filed 2026-10-08
Financial Insights, Inc.
DECREASED
Shares21,433 from 21,545
Change-112 (-1%)
Value$5.0M (-$97.4K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares21,231 from 21,055
Change+176 (+1%)
Value$5.0M (-$28.6K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
DECREASED
Shares20,861 from 20,870
Change-9 (0%)
Value$4.9M (-$71.1K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares20,783 from 21,240
Change-457 (-2%)
Value$4.8M (-$176.9K)
Filed 2026-10-13
Sincerus Advisory, LLC
DECREASED
Shares20,631 from 21,054
Change-423 (-2%)
Value$4.8M (-$168.5K)
Filed 2026-10-09
Post Resch Tallon Group Inc.
INCREASED
Shares20,499 from 17,710
Change+2,789 (+16%)
Value$4.8M (+$592.0K)
Filed 2026-10-09
Formidable Asset Management, LLC
INCREASED
Shares20,498 from 19,419
Change+1,079 (+6%)
Value$4.9M (+$674.0K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
DECREASED
Shares20,109 from 20,216
Change-107 (-1%)
Value$4.7M (-$91.9K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares20,034 from 18,808
Change+1,226 (+7%)
Value$4.7M (+$223.9K)
Filed 2026-11-04
Krilogy Financial LLC
DECREASED
Shares19,910 from 20,286
Change-376 (-2%)
Value$4.8M (-$20.9K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
DECREASED
Shares19,910 from 20,096
Change-186 (-1%)
Value$4.6M (-$109.9K)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares19,905 from 21,278
Change-1,373 (-6%)
Value$4.6M (-$390.8K)
Filed 2026-10-20
MSH Capital Advisors LLC
INCREASED
Shares19,755 from 17,147
Change+2,608 (+15%)
Value$4.6M (+$551.8K)
Filed 2026-11-03
Sunpointe, LLC
DECREASED
Shares19,720 from 23,841
Change-4,121 (-17%)
Value$4.6M (-$1.0M)
Filed 2026-10-22
Baron Wealth Management LLC
INCREASED
Shares19,709 from 19,686
Change+23 (+0%)
Value$4.6M (-$59.6K)
Filed 2026-10-27
Diversified Management Inc
INCREASED
Shares19,640 from 19,249
Change+391 (+2%)
Value$4.6M (+$27.5K)
Filed 2026-10-08
KCM Investment Advisors LLC
INCREASED
Shares19,567 from 18,842
Change+725 (+4%)
Value$4.6M (+$106.8K)
Filed 2026-10-27
Diversify Advisory Services, LLC
INCREASED
Shares19,250 from 19,116
Change+134 (+1%)
Value$4.7M (+$73.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares19,250 from 19,116
Change+134 (+1%)
Value$4.7M (+$73.6K)
Filed 2026-10-20
Tower View Wealth Management LLC
DECREASED
Shares19,240 from 19,940
Change-700 (-4%)
Value$4.5M (-$229.3K)
Filed 2026-10-23
Columbia Asset Management
INCREASED
Shares19,214 from 19,204
Change+10 (+0%)
Value$4.5M (-$61.2K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares19,111 from 18,925
Change+186 (+1%)
Value$4.5M (-$19.3K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares18,840 from 18,067
Change+773 (+4%)
Value$4.4M (+$120.6K)
Filed 2026-10-22
Quantum Financial Partners LLC
DECREASED
Shares18,780 from 19,706
Change-926 (-5%)
Value$4.4M (-$281.3K)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares18,743 from 15,828
Change+2,915 (+18%)
Value$4.4M (+$627.7K)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares18,722 from 19,656
Change-934 (-5%)
Value$4.4M (-$283.0K)
Filed 2026-10-08
Bell Investment Advisors, Inc
DECREASED
Shares18,627 from 18,682
Change-55 (0%)
Value$4.3M (-$74.6K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares18,468 from 18,355
Change+113 (+1%)
Value$4.3M (-$34.3K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares18,407 from 14,259
Change+4,148 (+29%)
Value$4.3M (+$920.7K)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares18,294 from 15,005
Change+3,289 (+22%)
Value$4.3M (+$717.7K)
Filed 2026-10-15
Intelligent Financial Strategies
DECREASED
Shares18,283 from 19,644
Change-1,361 (-7%)
Value$4.3M (-$382.5K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
DECREASED
Shares18,147 from 18,361
Change-214 (-1%)
Value$4.2M (-$110.8K)
Filed 2026-10-22
CPA Asset Management Group, LLC
DECREASED
Shares18,093 from 18,761
Change-668 (-4%)
Value$4.2M (-$218.1K)
Filed 2026-10-26
Embree Financial Group
INCREASED
Shares18,028 from 18,017
Change+11 (+0%)
Value$4.2M (-$57.1K)
Filed 2026-10-22
Uptick Partners, LLC
INCREASED
Shares17,960 from 17,503
Change+457 (+3%)
Value$4.2M (+$48.8K)
Filed 2026-11-04
Mainsail Asset Management, LLC
INCREASED
Shares17,920 from 17,919
Change+1 (+0%)
Value$4.3M (+$2.8K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares17,809 from 18,570
Change-761 (-4%)
Value$4.2M (-$239.2K)
Filed 2026-10-26
StrongBox Wealth, LLC
DECREASED
Shares17,681 from 27,115
Change-9,434 (-35%)
Value$4.1M (-$2.3M)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares17,530 from 16,277
Change+1,253 (+8%)
Value$4.1M (+$238.4K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,344 from 16,288
Change+1,056 (+6%)
Value$4.0M (+$192.3K)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares17,293 from 17,186
Change+107 (+1%)
Value$4.0M (-$31.9K)
Filed 2026-10-28
FMA Wealth Management, LLC
INCREASED
Shares17,280 from 17,162
Change+118 (+1%)
Value$4.0M (-$29.4K)
Filed 2026-10-21
Steinberganna Wealth Management
DECREASED
Shares17,136 from 17,416
Change-280 (-2%)
Value$4.0M (-$122.9K)
Filed 2026-10-23
Oxler Private Wealth LLC
DECREASED
Shares17,124 from 17,350
Change-226 (-1%)
Value$4.0M (-$110.2K)
Filed 2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED
Shares17,094 from 17,088
Change+6 (+0%)
Value$4.1M (+$55.3K)
Filed 2026-10-28
Financial Management Network Inc
DECREASED
Shares17,081 from 17,373
Change-292 (-2%)
Value$4.0M (-$113.3K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
DECREASED
Shares16,997 from 17,022
Change-25 (0%)
Value$4.0M (-$62.2K)
Filed 2026-11-02
Pittenger & Anderson Inc
INCREASED
Shares16,963 from 16,867
Change+96 (+1%)
Value$4.0M (-$33.4K)
Filed 2026-11-02
Whipplewood Advisors, LLC
INCREASED
Shares16,958 from 16,664
Change+294 (+2%)
Value$4.0M (+$13.4K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED
Shares16,917 from 16,917
Change0 (0%)
Value$3.9M (-$56.0K)
Filed 2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares16,852 from 16,852
Change0 (0%)
Value$4.0M ($0)
Filed 2026-11-03
Baxter Bros Inc
INCREASED
Shares16,846 from 12,280
Change+4,566 (+37%)
Value$3.9M (+$1.0M)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares16,800 from 14,504
Change+2,296 (+16%)
Value$3.9M (+$487.7K)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
DECREASED
Shares16,735 from 16,780
Change-45 (0%)
Value$3.9M (-$66.0K)
Filed 2026-10-14
Beese Fulmer Investment Management, Inc.
DECREASED
Shares16,728 from 16,829
Change-101 (-1%)
Value$3.9M (-$51.0K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares16,608 from 17,290
Change-682 (-4%)
Value$3.9M (-$216.3K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares16,537 from 18,062
Change-1,525 (-8%)
Value$3.9M (-$415.6K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares16,446 from 17,004
Change-558 (-3%)
Value$3.8M (-$186.4K)
Filed 2026-10-23
Capital City Trust Co
INCREASED
Shares16,439 from 14,056
Change+2,383 (+17%)
Value$3.8M (+$509.5K)
Filed 2026-10-22
Dupree Financial Group, LLC
INCREASED
Shares16,331 from 16,325
Change+6 (+0%)
Value$3.8M (-$52.8K)
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares16,288 from 16,627
Change-339 (-2%)
Value$3.8M (-$134.1K)
Filed 2026-10-20
Orser Capital Management, LLC
DECREASED
Shares16,215 from 16,455
Change-240 (-1%)
Value$3.8M (-$110.5K)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares16,191 from 14,374
Change+1,817 (+13%)
Value$3.8M (+$376.3K)
Filed 2026-10-14
Accel Wealth Management
INCREASED
Shares16,041 from 15,573
Change+468 (+3%)
Value$3.7M (+$57.7K)
Filed 2026-10-13
Emerald Advisors, LLC
INCREASED
Shares16,025 from 13,659
Change+2,366 (+17%)
Value$3.7M (+$506.7K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares16,000 from 38,541
Change-22,541 (-58%)
Value$3.7M (-$5.4M)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares15,915 from 14,847
Change+1,068 (+7%)
Value$3.7M (+$200.2K)
Filed 2026-10-21
Optima Capital LLC
DECREASED
Shares15,789 from 20,337
Change-4,548 (-22%)
Value$3.7M (-$1.1M)
Filed 2026-10-29
Childress Capital Advisors, LLC
UNCHANGED
Shares15,782 from 15,782
Change0 (0%)
Value$3.7M (-$52.2K)
Filed 2026-10-28
Farrell Financial LLC
DECREASED
Shares15,776 from 15,904
Change-128 (-1%)
Value$3.7M (-$82.5K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares15,768 from 15,768
Change0 (0%)
Value$3.7M (-$52.1K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares15,750 from 15,620
Change+130 (+1%)
Value$3.7M (-$21.4K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
INCREASED
Shares15,741 from 12,003
Change+3,738 (+31%)
Value$3.7M (+$832.4K)
Filed 2026-10-21
Cambridge Capital Management, LLC
DECREASED
Shares15,726 from 15,855
Change-129 (-1%)
Value$3.7M (-$82.7K)
Filed 2026-10-19
Guilbault Capital LLC
DECREASED
Shares15,553 from 15,628
Change-75 (0%)
Value$3.6M (-$69.4K)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares15,515 from 15,925
Change-410 (-3%)
Value$3.6M (-$148.4K)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares15,488 from 15,626
Change-138 (-1%)
Value$3.6M (-$84.0K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares15,487 from 17,391
Change-1,904 (-11%)
Value$3.6M (-$501.8K)
Filed 2026-10-15
Financial Guidance Group, Inc.
INCREASED
Shares15,460 from 15,443
Change+17 (+0%)
Value$3.6M (-$47.2K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares15,259 from 31,572
Change-16,313 (-52%)
Value$3.6M (-$3.9M)
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares15,254 from 15,402
Change-148 (-1%)
Value$3.6M (-$85.8K)
Filed 2026-10-16
Smith Partners Wealth Management, LLC
DECREASED
Shares15,238 from 16,875
Change-1,637 (-10%)
Value$3.6M (-$437.8K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares15,216 from 15,237
Change-21 (0%)
Value$3.6M (-$55.3K)
Filed 2026-10-22
L. Roy Papp & Associates, LLP
DECREASED
Shares15,200 from 16,295
Change-1,095 (-7%)
Value$3.5M (-$309.4K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares15,084 from 15,082
Change+2 (+0%)
Value$3.5M (-$49.4K)
Filed 2026-10-09
Bath Savings Trust Co
INCREASED
Shares14,996 from 14,546
Change+450 (+3%)
Value$3.5M (+$56.8K)
Filed 2026-10-07
21 West Wealth Management LLC
DECREASED
Shares14,897 from 15,475
Change-578 (-4%)
Value$3.5M (-$186.1K)
Filed 2026-10-13
Forza Wealth Management, LLC
INCREASED
Shares14,871 from 13,797
Change+1,074 (+8%)
Value$3.5M (+$204.9K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares14,835 from 14,814
Change+21 (+0%)
Value$3.5M (-$44.2K)
Filed 2026-10-21
Finward Bancorp
INCREASED
Shares14,786 from 14,416
Change+370 (+3%)
Value$3.4M (+$38.6K)
Filed 2026-10-14
Benedict Financial Advisors Inc
DECREASED
Shares14,781 from 16,307
Change-1,526 (-9%)
Value$3.4M (-$410.0K)
Filed 2026-10-07
Axxcess Wealth Management, LLC
DECREASED
Shares14,780 from 20,698
Change-5,918 (-29%)
Value$3.4M (-$1.4M)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares14,708 from 15,466
Change-758 (-5%)
Value$3.4M (-$228.0K)
Filed 2026-11-05
St. Clair Advisors, LLC
INCREASED
Shares14,681 from 14,565
Change+116 (+1%)
Value$3.4M (-$21.3K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares14,490 from 14,490
Change0 (0%)
Value$3.4M (-$48.0K)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares14,415 from 14,362
Change+53 (+0%)
Value$3.4M (-$35.0K)
Filed 2026-10-16
Lynx Investment Advisory
INCREASED
Shares14,399 from 14,397
Change+2 (+0%)
Value$3.4M (-$47.1K)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares14,377
Change+14,377
Value$3.4M
Filed 2026-10-26
WealthPlan Investment Management, LLC
DECREASED
Shares14,311 from 15,696
Change-1,385 (-9%)
Value$3.3M (-$375.1K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED
Shares14,301 from 15,424
Change-1,123 (-7%)
Value$3.3M (-$313.2K)
Filed 2026-10-13
Aspetuck Financial Management LLC
DECREASED
Shares14,237 from 14,673
Change-436 (-3%)
Value$3.3M (-$150.3K)
Filed 2026-11-04
Affiance Financial, LLC
INCREASED
Shares14,027 from 13,972
Change+55 (+0%)
Value$3.3M (-$33.5K)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares14,014 from 15,809
Change-1,795 (-11%)
Value$3.3M (-$468.5K)
Filed 2026-10-09
Wilkins Miller Wealth Management, LLC
DECREASED
Shares13,941 from 14,021
Change-80 (-1%)
Value$3.3M (-$65.0K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares13,939 from 13,619
Change+320 (+2%)
Value$3.3M (+$29.6K)
Filed 2026-10-30
Graetz Wealth LLC
INCREASED
Shares13,939 from 13,699
Change+240 (+2%)
Value$3.3M (+$10.5K)
Filed 2026-10-27
Bernzott Capital Advisors
UNCHANGED
Shares13,916 from 13,916
Change0 (0%)
Value$3.2M (-$46.1K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
INCREASED
Shares13,842 from 12,986
Change+856 (+7%)
Value$3.2M (+$156.7K)
Filed 2026-10-29
Landmark Wealth Management, LLC
DECREASED
Shares13,660 from 13,858
Change-198 (-1%)
Value$3.2M (-$92.2K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares13,638 from 12,230
Change+1,408 (+12%)
Value$3.2M (+$288.2K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares13,583 from 13,292
Change+291 (+2%)
Value$3.2M (+$23.9K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
DECREASED
Shares13,512 from 13,700
Change-188 (-1%)
Value$3.2M (-$89.3K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares13,456 from 14,564
Change-1,108 (-8%)
Value$3.1M (-$306.8K)
Filed 2026-10-20
SRH Advisors, LLC
INCREASED
Shares13,433 from 13,432
Change+1 (+0%)
Value$3.1M (-$44.4K)
Filed 2026-10-22
International Assets Investment Management, LLC
INCREASED
Shares13,358 from 13,260
Change+98 (+1%)
Value$3.1M (-$15.9K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
DECREASED
Shares13,255 from 14,791
Change-1,536 (-10%)
Value$3.1M (-$407.3K)
Filed 2026-11-04
Focused Alpha, LLC
INCREASED
Shares13,237 from 13,047
Change+190 (+1%)
Value$3.1M (+$1.2K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares13,177 from 13,163
Change+14 (+0%)
Value$3.1M (-$40.3K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares13,138 from 13,163
Change-25 (0%)
Value$3.1M (-$49.4K)
Filed 2026-11-04
Thrive Capital Management, LLC
INCREASED
Shares13,108 from 11,421
Change+1,687 (+15%)
Value$3.1M (+$355.7K)
Filed 2026-10-28
Sonata Capital Group Inc
INCREASED
Shares13,108 from 12,708
Change+400 (+3%)
Value$3.1M (+$51.3K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED
Shares13,104 from 13,403
Change-299 (-2%)
Value$3.1M (-$114.0K)
Filed 2026-11-02
Montecito Bank & Trust
DECREASED
Shares13,095 from 13,125
Change-30 (0%)
Value$3.1M (-$50.4K)
Filed 2026-10-01
Sugar Maple Asset Management, LLC
INCREASED
Shares13,094 from 12,703
Change+391 (+3%)
Value$3.1M (+$49.3K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares13,083 from 13,908
Change-825 (-6%)
Value$3.1M (-$238.5K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares13,040 from 13,040
Change0 (0%)
Value$3.0M (-$43.2K)
Filed 2026-10-30
Cornerstone Management, Inc.
INCREASED
Shares12,962 from 12,644
Change+318 (+3%)
Value$3.0M (+$32.3K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares12,941 from 23,689
Change-10,748 (-45%)
Value$3.0M (-$2.6M)
Filed 2026-10-28
Oliver Luxxe Assets LLC
INCREASED
Shares12,916 from 12,864
Change+52 (+0%)
Value$3.0M (-$30.2K)
Filed 2026-10-14
Klaas Financial Asset Advisors, LLC
DECREASED
Shares12,875 from 13,274
Change-399 (-3%)
Value$3.0M (-$137.0K)
Filed 2026-10-19
Aviance Capital Partners, LLC
DECREASED
Shares12,800 from 12,845
Change-45 (0%)
Value$3.0M (-$53.0K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,686 from 12,361
Change+325 (+3%)
Value$3.0M (+$34.9K)
Filed 2026-10-29
Sage Investment Advisers LLC
INCREASED
Shares12,560 from 12,069
Change+491 (+4%)
Value$2.9M (+$74.7K)
Filed 2026-10-21
Excalibur Management Corp
INCREASED
Shares12,553 from 9,953
Change+2,600 (+26%)
Value$2.9M (+$573.7K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares12,530 from 12,125
Change+405 (+3%)
Value$2.9M (+$54.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares12,528 from 11,845
Change+683 (+6%)
Value$3.0M (+$203.7K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED
Shares12,459 from 12,868
Change-409 (-3%)
Value$2.9M (-$138.2K)
Filed 2026-10-30
71 West Capital Partners
UNCHANGED
Shares12,442 from 12,442
Change0 (0%)
Value$2.9M (-$41.2K)
Filed 2026-11-04
Verity & Verity, LLC
DECREASED
Shares12,367 from 12,557
Change-190 (-2%)
Value$2.9M (-$85.9K)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares12,335 from 32,920
Change-20,585 (-63%)
Value$2.9M (-$4.9M)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares12,297 from 14,725
Change-2,428 (-16%)
Value$2.9K (-$3.2M)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares12,211 from 224
Change+11,987 (+5351%)
Value$2.8M (+$2.8M)
Filed 2026-11-03
Sunburst Financial Group, LLC
INCREASED
Shares12,174 from 12,158
Change+16 (+0%)
Value$2.8M (-$36.6K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares12,117 from 8,493
Change+3,624 (+43%)
Value$2.8M (+$817.6K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares12,091 from 12,258
Change-167 (-1%)
Value$2.8M (-$79.5K)
Filed 2026-10-19
Regions Financial Corp
DECREASED
Shares12,067 from 12,371
Change-304 (-2%)
Value$2.8M (-$111.9K)
Filed 2026-11-05
Macco Financial Group, Inc.
INCREASED
Shares12,062 from 10,243
Change+1,819 (+18%)
Value$2.8M (+$390.6K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares12,033 from 12,031
Change+2 (+0%)
Value$2.9M (+$68.3K)
Filed 2026-10-21
Wolfstich Capital, LLC
INCREASED
Shares12,021 from 5,581
Change+6,440 (+115%)
Value$2.8M (+$1.5M)
Filed 2026-10-14
Charter Capital Management, Llc\de
INCREASED
Shares11,920 from 11,843
Change+77 (+1%)
Value$2.8M (-$21.2K)
Filed 2026-10-28
Latitude Advisors, LLC
INCREASED
Shares11,864 from 11,461
Change+403 (+4%)
Value$2.8M (+$56.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares11,730 from 11,495
Change+235 (+2%)
Value$2.7M (+$16.8K)
Filed 2026-10-30
Equity Wealth Partners, LLC
INCREASED
Shares11,693 from 11,491
Change+202 (+2%)
Value$2.7M (+$9.1K)
Filed 2026-10-26
Philadelphia Trust Co
DECREASED
Shares11,688 from 11,843
Change-155 (-1%)
Value$2.7K (-$2.8M)
Filed 2026-11-05
Asset One Wealth Management LLC
DECREASED
Shares11,534 from 12,634
Change-1,100 (-9%)
Value$2.7M (-$307.7K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares11,470 from 10,629
Change+841 (+8%)
Value$2.7K (-$2.5M)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares11,468 from 7,375
Change+4,093 (+56%)
Value$2.7M (+$930.5K)
Filed 2026-10-15
Weinberger Asset Management, Inc
INCREASED
Shares11,432 from 11,394
Change+38 (+0%)
Value$2.7M (-$69.1K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares11,396 from 11,261
Change+135 (+1%)
Value$2.7M (-$5.7K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares11,391 from 11,051
Change+340 (+3%)
Value$2.7M (+$42.8K)
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares11,369 from 11,787
Change-418 (-4%)
Value$2.7M (-$88.0K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED
Shares11,359 from 11,666
Change-307 (-3%)
Value$2.7M (-$110.2K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares11,305 from 10,401
Change+904 (+9%)
Value$2.6M (+$176.4K)
Filed 2026-10-05
Bryant Woods Investment Advisors, LLC
INCREASED
Shares11,211 from 8,073
Change+3,138 (+39%)
Value$2.6M (+$705.2K)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares11,205 from 11,191
Change+14 (+0%)
Value$2.6M (-$33.7K)
Filed 2026-10-23
Ballast Financial Advisors LLC
INCREASED
Shares11,203 from 10,602
Change+601 (+6%)
Value$2.6M (+$105.2K)
Filed 2026-10-26
Tandem Capital Management Corp
DECREASED
Shares11,198 from 11,209
Change-11 (0%)
Value$2.6M (-$39.7K)
Filed 2026-10-22
Advocate Investing Services LLC
DECREASED
Shares11,188 from 11,917
Change-729 (-6%)
Value$2.6M (-$209.4K)
Filed 2026-10-26
Hicks Capital Management LLC
UNCHANGED
Shares11,179 from 11,179
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-20
TPG Advisors LLC
INCREASED
Shares11,153 from 10,855
Change+298 (+3%)
Value$2.6M (+$33.8K)
Filed 2026-10-16
Trademark Financial Management, LLC
INCREASED
Shares10,997 from 10,969
Change+28 (+0%)
Value$2.6M (-$29.9K)
Filed 2026-10-23
Kwmg, LLC
DECREASED
Shares10,965 from 11,257
Change-292 (-3%)
Value$2.6M (-$105.3K)
Filed 2026-10-07
Versant Capital Management, Inc
UNCHANGED
Shares10,915 from 10,915
Change0 (0%)
Value$2.5M (-$36.1K)
Filed 2026-10-02
CGN Advisors LLC
DECREASED
Shares10,898 from 11,441
Change-543 (-5%)
Value$2.5M (-$164.4K)
Filed 2026-10-21
Centennial Advisors, LLC
INCREASED
Shares10,854 from 10,652
Change+202 (+2%)
Value$2.5M (+$11.7K)
Filed 2026-10-21
Opus Capital Group, LLC
DECREASED
Shares10,847 from 11,662
Change-815 (-7%)
Value$2.5K (-$2.8M)
Filed 2026-10-30
Andrews Advisory Associates, LLC
DECREASED
Shares10,652 from 11,299
Change-647 (-6%)
Value$2.5M (-$188.3K)
Filed 2026-10-15
Power Wealth Management LLC
INCREASED
Shares10,548 from 7,067
Change+3,481 (+49%)
Value$2.5M (+$788.8K)
Filed 2026-10-27
Amplius Wealth Advisors, LLC
DECREASED
Shares10,448 from 10,763
Change-315 (-3%)
Value$2.4M (-$109.0K)
Filed 2026-10-20
Smith Salley Wealth Management
UNCHANGED
Shares10,430 from 10,430
Change0 (0%)
Value$2.4M (-$34.5K)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
NEW
Shares10,413
Change+10,413
Value$2.4M
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
DECREASED
Shares10,389 from 10,469
Change-80 (-1%)
Value$2.4M (-$53.3K)
Filed 2026-10-19
Atticus Wealth Management, LLC
DECREASED
Shares10,376 from 10,496
Change-120 (-1%)
Value$2.4M (-$62.8K)
Filed 2026-10-20
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares10,313 from 10,313
Change0 (0%)
Value$2.4M (-$34.1K)
Filed 2026-10-27
Black Diamond Financial, LLC
DECREASED
Shares10,312 from 10,416
Change-104 (-1%)
Value$2.4M (-$59.0K)
Filed 2026-10-26
BOS Asset Management, LLC
INCREASED
Shares10,237 from 10,114
Change+123 (+1%)
Value$2.4M (-$4.8K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares10,227 from 10,560
Change-333 (-3%)
Value$2.4M (-$112.7K)
Filed 2026-10-29
Acima Private Wealth, LLC
UNCHANGED
Shares10,225 from 10,225
Change0 (0%)
Value$2.4M (-$33.8K)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,183 from 9,976
Change+207 (+2%)
Value$2.4M (+$15.4K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
DECREASED
Shares10,030 from 10,036
Change-6 (0%)
Value$2.4M (-$10.2K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
DECREASED
Shares9,991 from 10,018
Change-27 (0%)
Value$2.3M (-$39.5K)
Filed 2026-10-14
Shira Ridge Wealth Management
INCREASED
Shares9,910 from 9,675
Change+235 (+2%)
Value$2.3M (+$22.7K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares9,903 from 9,766
Change+137 (+1%)
Value$2.3M (-$362)
Filed 2026-10-05
Defined Wealth Management, LLC
DECREASED
Shares9,864 from 9,866
Change-2 (0%)
Value$2.3M (-$32.9K)
Filed 2026-10-19
Durante & Waters, LLC
UNCHANGED
Shares9,858 from 9,858
Change0 (0%)
Value$2.3M (-$32.4K)
Filed 2026-10-28
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares9,807 from 9,807
Change0 (0%)
Value$2.3M (-$32.5K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
DECREASED
Shares9,803 from 11,556
Change-1,753 (-15%)
Value$2.3M (-$447.2K)
Filed 2026-11-04
ASO Group Ltd
DECREASED
Shares9,780 from 11,880
Change-2,100 (-18%)
Value$2.3K (-$2.8M)
Filed 2026-11-05
TrueWealth Advisors, LLC
DECREASED
Shares9,745 from 9,766
Change-21 (0%)
Value$2.3M (-$37.2K)
Filed 2026-10-09
Alchemi Wealth, LLC
INCREASED
Shares9,658 from 8,717
Change+941 (+11%)
Value$2.3M (+$190.7K)
Filed 2026-11-04
LexAurum Advisors, LLC
DECREASED
Shares9,511 from 9,828
Change-317 (-3%)
Value$2.2M (-$106.4K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares9,506 from 9,680
Change-174 (-2%)
Value$2.3M (-$55.6K)
Filed 2026-10-20
Realta Investment Advisors
INCREASED
Shares9,505 from 9,176
Change+329 (+4%)
Value$2.2M (+$46.4K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
INCREASED
Shares9,493 from 9,491
Change+2 (+0%)
Value$2.2M (-$30.8K)
Filed 2026-10-21
Ridgewood Investments LLC
DECREASED
Shares9,468 from 9,538
Change-70 (-1%)
Value$2.2M (-$47.8K)
Filed 2026-10-05
Discipline Wealth Solutions, LLC
INCREASED
Shares9,437 from 9,393
Change+44 (+0%)
Value$2.2M (-$20.8K)
Filed 2026-10-14
Joseph Group Capital Management
DECREASED
Shares9,228 from 9,666
Change-438 (-5%)
Value$2.2M (-$134.2K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
DECREASED
Shares9,189 from 9,396
Change-207 (-2%)
Value$2.1M (-$79.4K)
Filed 2026-10-13
Blossom Wealth Management
INCREASED
Shares9,164 from 9,108
Change+56 (+1%)
Value$2.1M (-$17.1K)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares9,154 from 10,182
Change-1,028 (-10%)
Value$2.1M (-$273.6K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares9,130 from 6,090
Change+3,040 (+50%)
Value$2.1M (+$689.1K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
DECREASED
Shares9,095 from 9,489
Change-394 (-4%)
Value$2.1M (-$123.5K)
Filed 2026-10-14
Leeward Financial Partners, LLC
DECREASED
Shares9,070 from 10,309
Change-1,239 (-12%)
Value$2.1M (-$323.2K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares9,065 from 8,888
Change+177 (+2%)
Value$2.1M (+$11.8K)
Filed 2026-10-19
Johnson Bixby & Associates, LLC
DECREASED
Shares9,053 from 9,236
Change-183 (-2%)
Value$2.1M (-$73.1K)
Filed 2026-10-14
Successful Portfolios LLC
DECREASED
Shares9,013 from 9,018
Change-5 (0%)
Value$2.1M (-$25.1K)
Filed 2026-10-09
Keudell ison Wealth Management
INCREASED
Shares8,976 from 8,610
Change+366 (+4%)
Value$2.1M (+$57.0K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
INCREASED
Shares8,970 from 8,966
Change+4 (+0%)
Value$2.1M (-$29.3K)
Filed 2026-10-30
Iron Financial LLC
INCREASED
Shares8,967 from 8,966
Change+1 (+0%)
Value$2.1M (-$29.5K)
Filed 2026-10-23
Nova R Wealth, Inc.
DECREASED
Shares8,951 from 8,955
Change-4 (0%)
Value$2.1M (-$30.6K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
DECREASED
Shares8,910 from 9,036
Change-126 (-1%)
Value$2.1M (-$59.3K)
Filed 2026-10-13
Peck Wealth Management, LLC
DECREASED
Shares8,881 from 9,006
Change-125 (-1%)
Value$2.1M (-$59.0K)
Filed 2026-10-29
Bokf, NA
INCREASED
Shares8,852 from 7,564
Change+1,288 (+17%)
Value$2.1M (+$275.5K)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares8,778 from 6,784
Change+1,994 (+29%)
Value$2.0M (+$443.0K)
Filed 2026-11-05
Sepio Capital, LP
UNCHANGED
Shares8,748 from 8,748
Change0 (0%)
Value$2.0M (-$29.0K)
Filed 2026-10-22
Grange Capital, LLC
NEW
Shares8,705
Change+8,705
Value$2.0M
Filed 2026-10-20
Granville Capital, Inc.
INCREASED
Shares8,643 from 8,627
Change+16 (+0%)
Value$2.0M (-$24.9K)
Filed 2026-11-05
Members Wealth LLC
DECREASED
Shares8,638 from 8,909
Change-271 (-3%)
Value$2.0M (-$60.9K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
DECREASED
Shares8,615 from 9,363
Change-748 (-8%)
Value$2.0M (-$205.5K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares8,581 from 9,197
Change-616 (-7%)
Value$2.0M (-$174.0K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares8,532 from 4,658
Change+3,874 (+83%)
Value$2.0M (+$888.7K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares8,497 from 9,808
Change-1,311 (-13%)
Value$2.0M (-$338.3K)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares8,467 from 8,458
Change+9 (+0%)
Value$2.0M (-$26.1K)
Filed 2026-10-05
Decker Retirement Planning Inc.
INCREASED
Shares8,428 from 7,897
Change+531 (+7%)
Value$2.0M (+$97.8K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares8,401 from 13,904
Change-5,503 (-40%)
Value$2.0M (-$1.3M)
Filed 2026-10-13
Red Mountain Financial, LLC
INCREASED
Shares8,390 from 8,368
Change+22 (+0%)
Value$2.0M (-$22.8K)
Filed 2026-11-03
Cutler Investment Counsel LLC
DECREASED
Shares8,377 from 8,402
Change-25 (0%)
Value$2.0M (-$33.7K)
Filed 2026-10-28
NovaPoint Capital, LLC
INCREASED
Shares8,358 from 8,353
Change+5 (+0%)
Value$2.0M (-$26.5K)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares8,343 from 8,941
Change-598 (-7%)
Value$1.9M (-$169.2K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
INCREASED
Shares8,343 from 8,342
Change+1 (+0%)
Value$1.9M (-$27.4K)
Filed 2026-10-09
Orgel Wealth Management, LLC
INCREASED
Shares8,188 from 8,075
Change+113 (+1%)
Value$1.9M (-$364)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares8,177 from 8,167
Change+10 (+0%)
Value$1.9M (-$24.7K)
Filed 2026-10-27
CPC Advisors, LLC
INCREASED
Shares8,143 from 8,124
Change+19 (+0%)
Value$1.9M (-$22.5K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares8,092 from 8,088
Change+4 (+0%)
Value$1.9M (-$25.9K)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares8,024 from 7,885
Change+139 (+2%)
Value$1.9M (+$6.3K)
Filed 2026-10-13
Impact Capital Partners LLC
DECREASED
Shares8,016 from 8,043
Change-27 (0%)
Value$1.9M (-$33.1K)
Filed 2026-10-22
Patton Albertson Miller Group, LLC
DECREASED
Shares8,015 from 11,887
Change-3,872 (-33%)
Value$1.9M (-$942.7K)
Filed 2026-10-26
Madison Park Capital Advisors, LLC
DECREASED
Shares7,904 from 16,237
Change-8,333 (-51%)
Value$1.8M (-$66.4K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
DECREASED
Shares7,904 from 8,093
Change-189 (-2%)
Value$1.8M (-$70.9K)
Filed 2026-10-28
Capital Squared Financial LLC
INCREASED
Shares7,886 from 6,841
Change+1,045 (+15%)
Value$1.8M (+$221.1K)
Filed 2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares7,819 from 6,991
Change+828 (+12%)
Value$1.8M (+$170.1K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
DECREASED
Shares7,810 from 8,112
Change-302 (-4%)
Value$1.8M (-$97.3K)
Filed 2026-10-14
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares7,810 from 7,810
Change0 (0%)
Value$1.8M (-$24.6K)
Filed 2026-10-09
Carret Asset Management, LLC
INCREASED
Shares7,809 from 7,799
Change+10 (+0%)
Value$1.8M (-$23.5K)
Filed 2026-11-04
Sweeney & Michel, LLC
DECREASED
Shares7,759 from 8,784
Change-1,025 (-12%)
Value$1.8M (-$343.8K)
Filed 2026-10-16
BNC Wealth Management, LLC
DECREASED
Shares7,736 from 7,827
Change-91 (-1%)
Value$1.8M (-$47.1K)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,725 from 6,859
Change+866 (+13%)
Value$1.8M (+$197.1K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares7,722 from 8,590
Change-868 (-10%)
Value$1.8M (-$231.0K)
Filed 2026-10-21
Cdkv Holdings LLC
INCREASED
Shares7,684 from 7,627
Change+57 (+1%)
Value$1.8M (-$11.9K)
Filed 2026-10-28
Marathon Wealth Advisors LLC
INCREASED
Shares7,683 from 7,012
Change+671 (+10%)
Value$1.8M (+$133.1K)
Filed 2026-11-04
Prospera Capital Management, LLC
INCREASED
Shares7,657 from 3,556
Change+4,101 (+115%)
Value$1.8M (+$936.4K)
Filed 2026-10-19
Decker Wealth Management LLC
UNCHANGED
Shares7,636 from 7,636
Change0 (0%)
Value$1.8M (-$25.3K)
Filed 2026-10-09
Capstone Wealth Management Group, LLC
INCREASED
Shares7,632 from 7,567
Change+65 (+1%)
Value$1.6M (-$143.7K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares7,558 from 7,647
Change-89 (-1%)
Value$1.8M (-$46.2K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,476 from 5,428
Change+2,048 (+38%)
Value$1.7M (+$459.8K)
Filed 2026-10-08
Eastern Bank
DECREASED
Shares7,437 from 7,967
Change-530 (-7%)
Value$1.7M (-$150.0K)
Filed 2026-10-05
Arbor Wealth Advisors LLC
INCREASED
Shares7,340 from 7,330
Change+10 (+0%)
Value$1.7M (-$22.1K)
Filed 2026-10-09
First American Bank
UNCHANGED
Shares7,334 from 7,334
Change0 (0%)
Value$1.7M (-$24.3K)
Filed 2026-10-27
Lakeside Advisors, Inc.
INCREASED
Shares7,296 from 4,863
Change+2,433 (+50%)
Value$1.7M (+$551.5K)
Filed 2026-10-20
Nadler Financial Group, Inc.
DECREASED
Shares7,293 from 7,329
Change-36 (0%)
Value$1.7M (-$32.7K)
Filed 2026-10-23
Stanich Group LLC
DECREASED
Shares7,275 from 7,397
Change-122 (-2%)
Value$1.7M (-$52.9K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
DECREASED
Shares7,271 from 7,337
Change-66 (-1%)
Value$1.7M (-$39.9K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares7,264 from 7,059
Change+205 (+3%)
Value$1.7M (+$24.5K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
DECREASED
Shares7,241 from 7,387
Change-146 (-2%)
Value$1.7M (-$64.5K)
Filed 2026-10-29
Darrow Company, Inc.
INCREASED
Shares7,199 from 7,185
Change+14 (+0%)
Value$1.7M (-$20.5K)
Filed 2026-10-22
Hartmann Taylor Wealth Management, LLC
UNCHANGED
Shares7,154 from 7,154
Change0 (0%)
Value$1.7M (+$130.6K)
Filed 2026-10-14
Townsend Asset Management Corp
INCREASED
Shares7,124 from 6,981
Change+143 (+2%)
Value$1.7M (+$10.3K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
DECREASED
Shares7,112 from 7,733
Change-621 (-8%)
Value$1.7M (-$169.2K)
Filed 2026-11-02
SLT Holdings LLC
INCREASED
Shares7,062 from 6,989
Change+73 (+1%)
Value$1.6M (-$6.1K)
Filed 2026-10-15
XML Financial, LLC
INCREASED
Shares7,051 from 6,754
Change+297 (+4%)
Value$1.6M (+$47.0K)
Filed 2026-10-29
Old North State Wealth Management, LLC
DECREASED
Shares7,028 from 7,743
Change-715 (-9%)
Value$1.6M (-$192.9K)
Filed 2026-10-22
Mystic Asset Management, Inc.
DECREASED
Shares6,989 from 7,314
Change-325 (-4%)
Value$1.6M (-$100.0K)
Filed 2026-10-15
RM Financial Services, LLC
INCREASED
Shares6,962 from 6,540
Change+422 (+6%)
Value$1.6M (+$76.8K)
Filed 2026-11-03
Wolff Financial Management LLC
DECREASED
Shares6,961 from 6,966
Change-5 (0%)
Value$1.6M (-$24.2K)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares6,920 from 8,896
Change-1,976 (-22%)
Value$1.6M (-$490.5K)
Filed 2026-10-15
Evergreen Advisors, LLC
INCREASED
Shares6,906 from 6,883
Change+23 (+0%)
Value$1.6M (-$17.3K)
Filed 2026-10-28
Integras Partners LLC
DECREASED
Shares6,892 from 7,121
Change-229 (-3%)
Value$1.6M (-$77.0K)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares6,891 from 9,493
Change-2,602 (-27%)
Value$1.6M (-$638.5K)
Filed 2026-10-26
Silver Lake Advisory, LLC
INCREASED
Shares6,874 from 6,868
Change+6 (+0%)
Value$1.6M (-$21.2K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares6,871 from 7,038
Change-167 (-2%)
Value$1.6M (-$62.4K)
Filed 2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares6,866 from 6,666
Change+200 (+3%)
Value$1.6M (+$24.6K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares6,827 from 6,736
Change+91 (+1%)
Value$1.6M (-$847)
Filed 2026-10-08
CWA Asset Management Group, LLC
INCREASED
Shares6,819 from 6,418
Change+401 (+6%)
Value$1.6M (+$72.5K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
DECREASED
Shares6,793 from 7,615
Change-822 (-11%)
Value$1.6M (-$217.0K)
Filed 2026-10-15
Well Done, LLC
INCREASED
Shares6,792 from 6,420
Change+372 (+6%)
Value$1.6M (+$65.5K)
Filed 2026-10-20
Patten Group, Inc.
DECREASED
Shares6,776 from 6,904
Change-128 (-2%)
Value$1.6M (-$52.7K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares6,771 from 6,771
Change0 (0%)
Value$1.6M (-$22.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
INCREASED
Shares6,766 from 6,724
Change+42 (+1%)
Value$1.6M (-$12.5K)
Filed 2026-10-27
BlueChip Wealth Advisors LLC
INCREASED
Shares6,729 from 4,469
Change+2,260 (+51%)
Value$1.6M (+$512.1K)
Filed 2026-11-03
RDA Financial Network
INCREASED
Shares6,688 from 6,685
Change+3 (+0%)
Value$1.6M (-$21.5K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares6,688 from 6,687
Change+1 (+0%)
Value$1.6M (-$21.9K)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares6,677 from 6,677
Change0 (0%)
Value$1.6M (-$22.1K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares6,670 from 6,668
Change+2 (+0%)
Value$1.6M (-$21.5K)
Filed 2026-10-23
Essex Bank
DECREASED
Shares6,649 from 6,949
Change-300 (-4%)
Value$1.6M (-$93.0K)
Filed 2026-10-16
Certified Advisory Corp
DECREASED
Shares6,632 from 11,147
Change-4,515 (-40%)
Value$1.5M (-$1.1M)
Filed 2026-10-29
Everett Harris & Co
DECREASED
Shares6,590 from 6,720
Change-130 (-2%)
Value$1.5M (-$52.6K)
Filed 2026-10-28
Saxony Capital Management, LLC
DECREASED
Shares6,588 from 6,997
Change-409 (-6%)
Value$1.5M (-$118.6K)
Filed 2026-10-15
Tarbox Family Office, Inc.
DECREASED
Shares6,544 from 6,825
Change-281 (-4%)
Value$1.5M (-$88.1K)
Filed 2026-10-23
Busey Bank
INCREASED
Shares6,524 from 6,382
Change+142 (+2%)
Value$1.5M (+$12.0K)
Filed 2026-10-26
Aries Wealth Management
DECREASED
Shares6,514 from 6,679
Change-165 (-2%)
Value$1.5M (-$60.6K)
Filed 2026-10-23
Turn8 Private Wealth Inc.
INCREASED
Shares6,501 from 5,788
Change+713 (+12%)
Value$1.5M (+$147.2K)
Filed 2026-11-05
Bulwark Capital Corp
UNCHANGED
Shares6,485 from 6,485
Change0 (0%)
Value$1.5M (-$21.5K)
Filed 2026-10-13
Towerpoint Wealth, LLC
INCREASED
Shares6,472 from 6,135
Change+337 (+5%)
Value$1.5M (+$58.3K)
Filed 2026-10-13
Rose Capital Advisors LLC
INCREASED
Shares6,457 from 1,450
Change+5,007 (+345%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
AUA Capital Management, LLC
DECREASED
Shares6,437 from 6,504
Change-67 (-1%)
Value$1.5M (-$37.1K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares6,416 from 6,880
Change-464 (-7%)
Value$1.5M (-$131.1K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares6,406 from 7,236
Change-830 (-11%)
Value$1.5M (-$217.6K)
Filed 2026-11-04
Bluesphere Advisors LLC
DECREASED
Shares6,405 from 6,935
Change-530 (-8%)
Value$1.5M (-$146.7K)
Filed 2026-10-19
Wiser Wealth Management, Inc
INCREASED
Shares6,392 from 6,033
Change+359 (+6%)
Value$1.5M (+$63.8K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares6,361 from 5,550
Change+811 (+15%)
Value$1.5M (+$171.0K)
Filed 2026-10-26
Asempa Wealth Advisors
DECREASED
Shares6,356 from 6,749
Change-393 (-6%)
Value$1.5M (-$112.6K)
Filed 2026-10-07
Syverson Strege & Co
UNCHANGED
Shares6,336 from 6,336
Change0 (0%)
Value$1.5M (-$21.0K)
Filed 2026-11-02
Abacus Wealth Partners, LLC
INCREASED
Shares6,324 from 5,789
Change+535 (+9%)
Value$1.5M (+$105.6K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares6,316 from 6,014
Change+302 (+5%)
Value$1.5M (+$78.5K)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares6,292 from 6,282
Change+10 (+0%)
Value$1.5M (-$18.5K)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares6,255 from 5,550
Change+705 (+13%)
Value$1.5M (+$146.2K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares6,227 from 6,192
Change+35 (+1%)
Value$1.5M (-$12.2K)
Filed 2026-10-14
KOM Wealth Management Group, LLC
INCREASED
Shares6,215 from 6,004
Change+211 (+4%)
Value$1.5M (+$29.4K)
Filed 2026-10-15
Rockland Trust Co
INCREASED
Shares6,205 from 6,090
Change+115 (+2%)
Value$1.4M (+$6.7K)
Filed 2026-10-05
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares6,152 from 6,252
Change-100 (-2%)
Value$1.4M (-$44.0K)
Filed 2026-10-06
Gutierrez Wealth Advisory, LLC
INCREASED
Shares6,151 from 6,127
Change+24 (+0%)
Value$1.4M (-$14.6K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
DECREASED
Shares6,145 from 6,446
Change-301 (-5%)
Value$1.4M (-$104.8K)
Filed 2026-10-20
Horizon Wealth Management, LLC
INCREASED
Shares6,144 from 6,143
Change+1 (+0%)
Value$1.4M (-$20.1K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares6,092 from 6,291
Change-199 (-3%)
Value$1.4M (-$67.3K)
Filed 2026-11-04
Angeles Wealth Management, LLC
DECREASED
Shares6,092 from 6,177
Change-85 (-1%)
Value$1.4M (-$39.8K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares6,046 from 5,423
Change+623 (+11%)
Value$1.4M (+$127.4K)
Filed 2026-10-19
Tenret Co LLC
NEW
Shares6,040
Change+6,040
Value$1.4M
Filed 2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED
Shares6,036 from 6,680
Change-644 (-10%)
Value$1.4M (-$172.3K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares6,030 from 4,102
Change+1,928 (+47%)
Value$1.4M (+$436.3K)
Filed 2026-10-30
Burke & Herbert Bank & Trust Co
DECREASED
Shares6,023 from 6,279
Change-256 (-4%)
Value$1.4M (-$80.5K)
Filed 2026-11-02
American State Bank (Iowa)
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$1.4M (-$19.9K)
Filed 2026-11-03
Forum Financial Management, LP
INCREASED
Shares5,988 from 5,685
Change+303 (+5%)
Value$1.4M (+$52.0K)
Filed 2026-10-16
Essex LLC
INCREASED
Shares5,966 from 5,962
Change+4 (+0%)
Value$1.4M (-$18.8K)
Filed 2026-10-14
Palisade Asset Management, LLC
UNCHANGED
Shares5,957 from 5,957
Change0 (0%)
Value$1.4M (-$19.7K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares5,953 from 4,306
Change+1,647 (+38%)
Value$1.4M (+$370.0K)
Filed 2026-10-28
Cypress Capital Group
UNCHANGED
Shares5,894 from 5,894
Change0 (0%)
Value$1.4M (-$19.5K)
Filed 2026-11-03
Objective Capital Management, LLC
INCREASED
Shares5,888 from 5,790
Change+98 (+2%)
Value$1.4M (+$3.6K)
Filed 2026-10-13
Cooper S Advisors, LLC
DECREASED
Shares5,886 from 6,086
Change-200 (-3%)
Value$1.4M (-$66.8K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares5,859 from 5,637
Change+222 (+4%)
Value$1.4M (+$33.2K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares5,846
Change+5,846
Value$1.4K
Filed 2026-11-03
Clear Point Advisors Inc.
INCREASED
Shares5,811 from 5,792
Change+19 (+0%)
Value$1.4M (-$14.8K)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares5,785 from 5,743
Change+42 (+1%)
Value$1.3M (-$9.2K)
Filed 2026-10-29
Fiduciary Family Office, LLC
UNCHANGED
Shares5,766 from 5,766
Change0 (0%)
Value$1.3M (-$19.1K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
DECREASED
Shares5,765 from 6,025
Change-260 (-4%)
Value$1.3M (-$80.8K)
Filed 2026-10-26
Harmony Asset Management LLC
DECREASED
Shares5,761 from 6,026
Change-265 (-4%)
Value$1.3M (-$81.8K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
DECREASED
Shares5,738 from 5,961
Change-223 (-4%)
Value$1.3M (-$71.8K)
Filed 2026-10-20
Redwood Family Wealth LLC
INCREASED
Shares5,706 from 5,501
Change+205 (+4%)
Value$1.3M (+$29.6K)
Filed 2026-10-20
Elevation Capital Advisory, LLC
DECREASED
Shares5,699 from 20,472
Change-14,773 (-72%)
Value$1.3M (-$3.5M)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
INCREASED
Shares5,673 from 5,519
Change+154 (+3%)
Value$1.3M (+$17.7K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares5,633 from 5,167
Change+466 (+9%)
Value$1.3M (+$92.1K)
Filed 2026-11-04
MW Advisory, LLC
INCREASED
Shares5,611 from 5,513
Change+98 (+2%)
Value$1.3M (+$4.8K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares5,610 from 5,577
Change+33 (+1%)
Value$1.3M (-$10.8K)
Filed 2026-10-28
RPG Investment Advisory, LLC
DECREASED
Shares5,592 from 9,958
Change-4,366 (-44%)
Value$1.3M (-$1.1M)
Filed 2026-10-21
Evexia Wealth LLC
DECREASED
Shares5,556 from 7,742
Change-2,186 (-28%)
Value$1.4M (-$501.0K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares5,555 from 5,168
Change+387 (+7%)
Value$1.3M (+$73.2K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,503 from 5,503
Change0 (0%)
Value$1.3M (-$18.2K)
Filed 2026-10-13
Approach Retirement Advisors, LLC
DECREASED
Shares5,497 from 5,533
Change-36 (-1%)
Value$1.3M (-$26.9K)
Filed 2026-10-22
Autumn Glory Partners, LLC
INCREASED
Shares5,483 from 3,585
Change+1,898 (+53%)
Value$1.3M (+$431.0K)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares5,467 from 5,433
Change+34 (+1%)
Value$1.3M (-$10.0K)
Filed 2026-10-30
RVW Wealth, LLC
DECREASED
Shares5,455 from 5,801
Change-346 (-6%)
Value$1.3M (-$99.9K)
Filed 2026-10-06
Lincoln Capital Corp
DECREASED
Shares5,395 from 5,495
Change-100 (-2%)
Value$1.3M (-$41.5K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares5,365 from 5,113
Change+252 (+5%)
Value$1.3M (+$41.9K)
Filed 2026-10-30
Greenleaf Trust
INCREASED
Shares5,364 from 4,554
Change+810 (+18%)
Value$1.3M (+$173.9K)
Filed 2026-10-29
Elevatus Welath Management
INCREASED
Shares5,354 from 5,028
Change+326 (+6%)
Value$1.2M (+$59.6K)
Filed 2026-10-19
Sutton Place Investors LLC
UNCHANGED
Shares5,311 from 5,311
Change0 (0%)
Value$1.2M (-$17.6K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares5,307 from 5,307
Change0 (0%)
Value$1.2M (-$17.6K)
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares5,288 from 5,130
Change+158 (+3%)
Value$1.2M (+$19.8K)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares5,263 from 8,680
Change-3,417 (-39%)
Value$1.2M (-$825.9K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares5,254 from 5,254
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-05
Accredited Investors Inc.
DECREASED
Shares5,253 from 5,255
Change-2 (0%)
Value$1.2M (-$17.8K)
Filed 2026-11-03
Great Diamond Partners, LLC
DECREASED
Shares5,244 from 5,328
Change-84 (-2%)
Value$1.2M (-$37.2K)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,244 from 5,222
Change+22 (+0%)
Value$1.2M (-$12.1K)
Filed 2026-11-02
Rockingstone Advisors LLC
UNCHANGED
Shares5,241 from 5,241
Change0 (0%)
Value$1.2M (-$17.3K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares5,238 from 4,632
Change+606 (+13%)
Value$1.2M (+$137.7K)
Filed 2026-11-05
Midway Capital Research & Management
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$1.2M (-$17.3K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares5,234 from 5,229
Change+5 (+0%)
Value$1.2M (-$16.1K)
Filed 2026-10-21
Everhart Financial Group, Inc.
INCREASED
Shares5,231 from 5,226
Change+5 (+0%)
Value$1.2M (-$16.1K)
Filed 2026-10-08
Moulton Wealth Management, Inc
DECREASED
Shares5,205 from 5,211
Change-6 (0%)
Value$1.2M (-$18.7K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares5,194 from 5,332
Change-138 (-3%)
Value$1.2K (-$1.3M)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
DECREASED
Shares5,179 from 9,290
Change-4,111 (-44%)
Value$1.2M (-$989.9K)
Filed 2026-10-15
National Wealth Management Group, LLC
INCREASED
Shares5,161 from 5,138
Change+23 (+0%)
Value$1.2M (-$11.6K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
INCREASED
Shares5,161 from 5,147
Change+14 (+0%)
Value$1.2M (-$13.8K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$1.2M (-$17.1K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
INCREASED
Shares5,142 from 5,012
Change+130 (+3%)
Value$1.2M (+$13.8K)
Filed 2026-10-26
DBK Financial Counsel, LLC
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$1.2M (-$16.9K)
Filed 2026-10-13
Northwest Wealth Management, LLC
DECREASED
Shares5,077 from 5,085
Change-8 (0%)
Value$1.2M (-$18.7K)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares5,070 from 5,029
Change+41 (+1%)
Value$1.2M (-$7.2K)
Filed 2026-10-01
Patten & Patten Inc
INCREASED
Shares5,068 from 4,980
Change+88 (+2%)
Value$1.2M (+$4.1K)
Filed 2026-10-26
Quaker Wealth Management, LLC
INCREASED
Shares5,047 from 5,032
Change+15 (+0%)
Value$1.2M (-$13.1K)
Filed 2026-10-22
Legacy Advisors, LLC
INCREASED
Shares5,020 from 4,109
Change+911 (+22%)
Value$1.2M (+$198.9K)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
INCREASED
Shares5,014 from 4,456
Change+558 (+13%)
Value$1.2M (+$115.6K)
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,995 from 4,995
Change0 (0%)
Value$1.2M (-$16.5K)
Filed 2026-10-22
Keystone Global Partners, LLC
DECREASED
Shares4,993 from 5,400
Change-407 (-8%)
Value$1.2M (-$112.8K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
DECREASED
Shares4,990 from 5,197
Change-207 (-4%)
Value$1.2M (-$65.7K)
Filed 2026-10-14
Independent Wealth Network Inc.
DECREASED
Shares4,977 from 5,040
Change-63 (-1%)
Value$1.2M (-$31.6K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
DECREASED
Shares4,929 from 26,683
Change-21,754 (-82%)
Value$1.1M (-$5.2M)
Filed 2026-10-26
Trace Wealth Advisors, LLC
UNCHANGED
Shares4,918 from 4,918
Change0 (0%)
Value$1.1M (-$16.3K)
Filed 2026-10-30
Ledgewood Wealth Advisors, LLC
DECREASED
Shares4,900 from 4,985
Change-85 (-2%)
Value$1.1M (-$36.3K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
INCREASED
Shares4,899 from 4,866
Change+33 (+1%)
Value$1.1M (-$8.6K)
Filed 2026-10-23
Hegarty Advisors, LLC
INCREASED
Shares4,898 from 3,758
Change+1,140 (+30%)
Value$1.1M (+$253.5K)
Filed 2026-10-20
Gallacher Capital Management LLC
DECREASED
Shares4,884 from 5,658
Change-774 (-14%)
Value$1.1M (-$199.3K)
Filed 2026-10-30
J2 Capital Management Inc
INCREASED
Shares4,884 from 4,752
Change+132 (+3%)
Value$1.1M (+$15.0K)
Filed 2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares4,884 from 4,881
Change+3 (+0%)
Value$1.1M (-$15.5K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$1.1M (-$16.1K)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares4,842 from 4,678
Change+164 (+4%)
Value$1.1M (+$22.8K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares4,829 from 4,830
Change-1 (0%)
Value$1.1M (-$16.2K)
Filed 2026-10-15
Catalyst Investment Management LLC
DECREASED
Shares4,828 from 4,878
Change-50 (-1%)
Value$1.1M (-$27.8K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
INCREASED
Shares4,825 from 4,586
Change+239 (+5%)
Value$1.1M (+$40.6K)
Filed 2026-10-27
Stone Wealth Partners
INCREASED
Shares4,812 from 2,101
Change+2,711 (+129%)
Value$1.1M (+$630.0K)
Filed 2026-11-05
Maple Capital Management, Inc.
DECREASED
Shares4,811 from 4,921
Change-110 (-2%)
Value$1.1M (-$42.0K)
Filed 2026-11-02
Advisor Resource Council
UNCHANGED
Shares4,789 from 4,789
Change0 (0%)
Value$1.1M (-$13.8K)
Filed 2026-11-05
Councilor Wealth, LLC
DECREASED
Shares4,768 from 5,275
Change-507 (-10%)
Value$1.1M (-$135.7K)
Filed 2026-10-09
Private Management Group Inc
DECREASED
Shares4,742 from 5,774
Change-1,032 (-18%)
Value$1.1M (-$259.9K)
Filed 2026-11-04
Beacon Capital Management, LLC
DECREASED
Shares4,729 from 4,918
Change-189 (-4%)
Value$1.1M (-$60.3K)
Filed 2026-10-23
Sawgrass Asset Management LLC
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$1.1M (-$15.6K)
Filed 2026-11-03
Urban Wealth Management, LLC
DECREASED
Shares4,714 from 4,778
Change-64 (-1%)
Value$1.1M (-$30.7K)
Filed 2026-10-21
Rossmore Private Capital
INCREASED
Shares4,713 from 4,638
Change+75 (+2%)
Value$1.1M (+$2.3K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
INCREASED
Shares4,702 from 4,680
Change+22 (+0%)
Value$1.1M (-$10.2K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
DECREASED
Shares4,701 from 4,782
Change-81 (-2%)
Value$1.1M (-$34.7K)
Filed 2026-10-19
Integris Wealth Management, LLC
INCREASED
Shares4,686 from 4,494
Change+192 (+4%)
Value$1.1M (+$29.9K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares4,686 from 4,514
Change+172 (+4%)
Value$1.1M (+$25.1K)
Filed 2026-11-03
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares4,657 from 4,639
Change+18 (+0%)
Value$1.1M (-$11.1K)
Filed 2026-10-19
Sage Rhino Capital LLC
INCREASED
Shares4,653 from 4,622
Change+31 (+1%)
Value$1.1M (-$8.0K)
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares4,652 from 4,652
Change0 (0%)
Value$1.1M (+$17.4K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED
Shares4,635 from 4,664
Change-29 (-1%)
Value$1.1M (-$22.3K)
Filed 2026-10-21
Unify Financial Advisors
DECREASED
Shares4,630 from 4,645
Change-15 (0%)
Value$1.1M (-$18.9K)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares4,620 from 6,674
Change-2,054 (-31%)
Value$1.1M (-$501.2K)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares4,612 from 4,498
Change+114 (+3%)
Value$1.1M (+$11.7K)
Filed 2026-11-02
Sage Mountain Advisors LLC
DECREASED
Shares4,610 from 4,776
Change-166 (-3%)
Value$1.1M (-$54.5K)
Filed 2026-11-02
Occidental Asset Management, LLC
DECREASED
Shares4,580 from 4,696
Change-116 (-2%)
Value$1.1M (-$42.6K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares4,573 from 4,373
Change+200 (+5%)
Value$1.1M (+$32.2K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,524 from 4,398
Change+126 (+3%)
Value$1.1M (+$15.0K)
Filed 2026-10-14
Legacy Financial Strategies, LLC
UNCHANGED
Shares4,518 from 4,518
Change0 (0%)
Value$1.1M (-$14.8K)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares4,515 from 5,066
Change-551 (-11%)
Value$1.1M (-$145.1K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares4,511 from 4,912
Change-401 (-8%)
Value$1.1M (-$110.0K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares4,503 from 4,503
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-06
Raub Brock Capital Management LP
DECREASED
Shares4,496 from 4,534
Change-38 (-1%)
Value$1.0M (-$23.8K)
Filed 2026-10-21
Hobart Private Capital, LLC
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$1.0M (-$14.9K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares4,480 from 4,455
Change+25 (+1%)
Value$1.0M (-$8.7K)
Filed 2026-10-22
Boston Trust Walden Corp
DECREASED
Shares4,464 from 4,521
Change-57 (-1%)
Value$1.0M (-$28.3K)
Filed 2026-10-30
Anderson Hoagland & Co
DECREASED
Shares4,432 from 4,498
Change-66 (-1%)
Value$1.1M (+$22.1K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
DECREASED
Shares4,400 from 4,514
Change-114 (-3%)
Value$1.0M (-$41.5K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares4,392 from 4,440
Change-48 (-1%)
Value$1.0M (-$26.0K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
DECREASED
Shares4,362 from 4,496
Change-134 (-3%)
Value$1.0M (-$46.1K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares4,350 from 5,090
Change-740 (-15%)
Value$1.0M (-$189.5K)
Filed 2026-10-09
Morling Financial Advisors, LLC
DECREASED
Shares4,348 from 4,435
Change-87 (-2%)
Value$1.0M (-$35.0K)
Filed 2026-10-28
Gemmer Asset Management LLC
INCREASED
Shares4,345 from 4,328
Change+17 (+0%)
Value$1.0M (-$10.3K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
UNCHANGED
Shares4,338 from 4,338
Change0 (0%)
Value$1.0M (-$14.4K)
Filed 2026-10-16
LongView Wealth Management
DECREASED
Shares4,332 from 4,436
Change-104 (-2%)
Value$1.0M (-$39.0K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares4,319 from 4,145
Change+174 (+4%)
Value$1.0M (+$26.8K)
Filed 2026-10-22
Agate Pass Investment Management, LLC
DECREASED
Shares4,309 from 4,501
Change-192 (-4%)
Value$1.0M (-$59.7K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,307 from 4,307
Change0 (0%)
Value$1.0M (-$14.3K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares4,301 from 4,654
Change-353 (-8%)
Value$1.0M (-$97.8K)
Filed 2026-10-28
Anson Capital, Inc.
DECREASED
Shares4,260 from 4,285
Change-25 (-1%)
Value$993.9K (-$20.0K)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares4,235 from 4,070
Change+165 (+4%)
Value$988.1K (+$25.0K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares4,229 from 4,263
Change-34 (-1%)
Value$986.8K (-$21.9K)
Filed 2026-10-08
ASK Capital Investment Managers, LLC
NEW
Shares4,218
Change+4,218
Value$984.2K
Filed 2026-10-14
EdgeRock Capital LLC
INCREASED
Shares4,209 from 3,907
Change+302 (+8%)
Value$982.1K (+$57.6K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares4,182 from 4,423
Change-241 (-5%)
Value$975.7K (-$70.9K)
Filed 2026-10-27
Strategic Wealth Investment Group, LLC
INCREASED
Shares4,178 from 2,714
Change+1,464 (+54%)
Value$974.8K (+$332.6K)
Filed 2026-10-29
Welch Group, LLC
INCREASED
Shares4,174 from 4,070
Change+104 (+3%)
Value$973.9K (+$10.8K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares4,167 from 4,193
Change-26 (-1%)
Value$972.3K (-$20.0K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares4,159 from 4,179
Change-20 (0%)
Value$970.3K (-$18.5K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
DECREASED
Shares4,150 from 4,160
Change-10 (0%)
Value$968.1K (-$16.2K)
Filed 2026-10-13
Aureum Wealth Management, LLC
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$968.2K (-$13.7K)
Filed 2026-10-15
Klingman & Associates, LLC
DECREASED
Shares4,145 from 4,372
Change-227 (-5%)
Value$967.2K (-$67.2K)
Filed 2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED
Shares4,134 from 4,159
Change-25 (-1%)
Value$964.5K (-$19.5K)
Filed 2026-10-14
Capital Management Associates, Inc
DECREASED
Shares4,132 from 4,140
Change-8 (0%)
Value$964.0K (-$15.6K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
INCREASED
Shares4,121 from 4,120
Change+1 (+0%)
Value$961.4K (-$13.4K)
Filed 2026-11-02
Financial Enhancement Group LLC
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$975.7K (+$1.5K)
Filed 2026-10-08
Vaughan David Investments LLC
DECREASED
Shares4,103 from 4,116
Change-13 (0%)
Value$957 (-$973.0K)
Filed 2026-11-05
Radnor Capital Management, LLC
INCREASED
Shares4,072 from 3,459
Change+613 (+18%)
Value$950.0K (+$131.6K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
INCREASED
Shares4,046 from 2,877
Change+1,169 (+41%)
Value$967.2K (+$286.4K)
Filed 2026-10-13
West Bancorporation Inc
DECREASED
Shares4,044 from 4,137
Change-93 (-2%)
Value$943.5K (-$35.4K)
Filed 2026-10-29
Union Savings Bank
DECREASED
Shares4,041 from 4,176
Change-135 (-3%)
Value$942.8K (-$45.3K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
INCREASED
Shares4,018 from 2,815
Change+1,203 (+43%)
Value$937.5K (+$271.5K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,018 from 3,349
Change+669 (+20%)
Value$937.4K (+$145.0K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares4,017
Change+4,017
Value$937.2K
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares4,016 from 4,056
Change-40 (-1%)
Value$936.9K (-$22.9K)
Filed 2026-10-20
LVM Capital Management LTD
UNCHANGED
Shares4,016 from 4,016
Change0 (0%)
Value$936.9K (+$935.9K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares4,007 from 4,027
Change-20 (0%)
Value$934.9K (-$18.0K)
Filed 2026-10-16
Independence Financial Advisors, LLC
INCREASED
Shares3,997 from 3,982
Change+15 (+0%)
Value$932.6K (-$9.6K)
Filed 2026-10-08
Clark Asset Management, LLC
INCREASED
Shares3,984 from 3,950
Change+34 (+1%)
Value$929.4K (-$5.1K)
Filed 2026-10-19
Courier Capital LLC
INCREASED
Shares3,956 from 3,709
Change+247 (+7%)
Value$922.9K (+$45.4K)
Filed 2026-10-19
Nordwand Advisors, LLC
INCREASED
Shares3,921 from 3,429
Change+492 (+14%)
Value$914.8K (+$103.4K)
Filed 2026-11-05
Ascent Wealth Partners, LLC
UNCHANGED
Shares3,918 from 3,918
Change0 (0%)
Value$914.1K (-$13.0K)
Filed 2026-10-23
First Bancorp, Inc
DECREASED
Shares3,917 from 3,920
Change-3 (0%)
Value$913.9K (-$13.7K)
Filed 2026-10-26
Mallini Complete Financial Planning LLC
INCREASED
Shares3,908 from 1,642
Change+2,266 (+138%)
Value$911.9K (+$523.1K)
Filed 2026-10-06
Willner & Heller, LLC
DECREASED
Shares3,895 from 4,011
Change-116 (-3%)
Value$908.8K (-$40.2K)
Filed 2026-10-28
Consolidated Capital Management, LLC
DECREASED
Shares3,852 from 3,866
Change-14 (0%)
Value$898.7K (-$16.1K)
Filed 2026-10-13
Smithbridge Asset Management Inc
DECREASED
Shares3,847 from 4,097
Change-250 (-6%)
Value$897.5K (-$71.9K)
Filed 2026-10-19
Future Financial Wealth Managment LLC
INCREASED
Shares3,841 from 3,817
Change+24 (+1%)
Value$896.2K (-$9.3K)
Filed 2026-10-15
Great Lakes Retirement, Inc.
UNCHANGED
Shares3,839 from 3,839
Change0 (0%)
Value$895.6K (-$12.7K)
Filed 2026-10-26
Northwest Wealth Advisors, LLC
DECREASED
Shares3,838 from 3,887
Change-49 (-1%)
Value$895.4K (-$24.4K)
Filed 2026-11-02
Ring Mountain Capital, LLC
INCREASED
Shares3,831 from 3,689
Change+142 (+4%)
Value$893.8K (+$20.9K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
DECREASED
Shares3,819 from 3,846
Change-27 (-1%)
Value$891.0K (-$19.0K)
Filed 2026-10-30
Appleton Partners Inc
INCREASED
Shares3,801 from 3,606
Change+195 (+5%)
Value$887 (-$852.1K)
Filed 2026-10-30
Revolve Wealth Partners, LLC
DECREASED
Shares3,801 from 3,841
Change-40 (-1%)
Value$886.7K (-$22.2K)
Filed 2026-10-23
BCS Wealth Management
DECREASED
Shares3,794 from 5,634
Change-1,840 (-33%)
Value$885.1K (-$447.9K)
Filed 2026-11-03
Howland Capital Management LLC
INCREASED
Shares3,793 from 3,013
Change+780 (+26%)
Value$884.9K (+$172.0K)
Filed 2026-10-22
William John Sempolinski
UNCHANGED
Shares3,788 from 3,788
Change0 (0%)
Value$883.8K (-$12.5K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
INCREASED
Shares3,785 from 3,782
Change+3 (+0%)
Value$883.1K (-$11.8K)
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares3,778 from 3,802
Change-24 (-1%)
Value$881.4K (-$18.2K)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares3,768 from 3,714
Change+54 (+1%)
Value$879.1K (+$231)
Filed 2026-10-21
Obermeyer Wealth Partners
INCREASED
Shares3,758 from 3,736
Change+22 (+1%)
Value$876.7K (-$7.2K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares3,753 from 2,332
Change+1,421 (+61%)
Value$875.7K (+$324.0K)
Filed 2026-10-26
Stone Loft Wealth Management LLC
DECREASED
Shares3,743 from 6,911
Change-3,168 (-46%)
Value$873.3K (-$767.0K)
Filed 2026-11-03
Aerodigm Wealth, LLC
INCREASED
Shares3,737 from 3,376
Change+361 (+11%)
Value$871.9K (+$73.2K)
Filed 2026-10-16
Index Fund Advisors, Inc.
INCREASED
Shares3,735 from 3,719
Change+16 (+0%)
Value$871.4K (-$8.5K)
Filed 2026-11-05
Thrive Wealth Management, LLC
INCREASED
Shares3,728 from 3,718
Change+10 (+0%)
Value$869.7K (-$10.1K)
Filed 2026-10-13
AM Investment Strategies LLC
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$860 (-$12)
Filed 2026-11-05
Unique Wealth, LLC
INCREASED
Shares3,673 from 3,558
Change+115 (+3%)
Value$856.8K (+$14.9K)
Filed 2026-10-16
Elser Financial Planning, Inc
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$852.0K (-$12.1K)
Filed 2026-10-16
James J. Burns & Company, LLC
INCREASED
Shares3,643 from 3,613
Change+30 (+1%)
Value$850.0K (-$5.1K)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares3,639 from 3,849
Change-210 (-5%)
Value$849.0K (-$61.7K)
Filed 2026-10-13
NewCorp Financial Services, Inc.
DECREASED
Shares3,636 from 3,739
Change-103 (-3%)
Value$848.2K (-$36.5K)
Filed 2026-10-14
Krane Financial Solutions LLC
DECREASED
Shares3,633 from 4,007
Change-374 (-9%)
Value$847.6K (-$100.6K)
Filed 2026-10-30
Synergy Asset Management, LLC
DECREASED
Shares3,618 from 3,644
Change-26 (-1%)
Value$844.1K (-$18.1K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares3,611 from 3,685
Change-74 (-2%)
Value$848.9K (-$23.1K)
Filed 2026-10-09
Missouri Trust & Investment Co
DECREASED
Shares3,608 from 3,758
Change-150 (-4%)
Value$841.8K (-$57.0K)
Filed 2026-11-04
BLB&B Advisors, LLC
DECREASED
Shares3,567 from 3,710
Change-143 (-4%)
Value$832.3K (-$45.6K)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
DECREASED
Shares3,566 from 3,588
Change-22 (-1%)
Value$832.2K (-$17.0K)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
DECREASED
Shares3,554 from 3,587
Change-33 (-1%)
Value$829.2K (-$19.6K)
Filed 2026-10-09
Nautilus Advisors LLC
INCREASED
Shares3,542 from 3,539
Change+3 (+0%)
Value$826.4K (-$18.9K)
Filed 2026-10-07
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,531 from 3,531
Change0 (0%)
Value$824 (-$835.2K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares3,518 from 3,705
Change-187 (-5%)
Value$820.8K (-$55.8K)
Filed 2026-10-21
Wealth Group Ltd
DECREASED
Shares3,516 from 3,558
Change-42 (-1%)
Value$826.4K (-$15.5K)
Filed 2026-10-07
Tandem Investment Partners LLC
DECREASED
Shares3,495 from 4,825
Change-1,330 (-28%)
Value$815.4K (-$326.3K)
Filed 2026-10-16
Legacy Private Trust Co.
UNCHANGED
Shares3,487 from 3,487
Change0 (0%)
Value$813.6K (-$11.5K)
Filed 2026-10-06
Brown Miller Wealth Management, LLC
INCREASED
Shares3,485 from 3,440
Change+45 (+1%)
Value$813.2K (-$889)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares3,483 from 3,477
Change+6 (+0%)
Value$813.2K (-$9.9K)
Filed 2026-10-20
Telos Capital Management, Inc.
UNCHANGED
Shares3,463 from 3,463
Change0 (0%)
Value$807.9K (-$11.5K)
Filed 2026-11-02
Tanager Wealth Management LLP
INCREASED
Shares3,450 from 2,999
Change+451 (+15%)
Value$804.9K (+$95.3K)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares3,429 from 3,429
Change0 (0%)
Value$800.0K (-$11.4K)
Filed 2026-11-05
First Growth Capital LLC
INCREASED
Shares3,427 from 3,408
Change+19 (+1%)
Value$799.5K (-$6.8K)
Filed 2026-10-15
Leading Edge Financial Planning LLC
DECREASED
Shares3,408 from 3,424
Change-16 (0%)
Value$795.2K (-$15.1K)
Filed 2026-10-23
Blue Zone Wealth Advisors, LLC
DECREASED
Shares3,406 from 3,532
Change-126 (-4%)
Value$794.7K (-$41.1K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,393 from 4,006
Change-613 (-15%)
Value$791.6K (-$156.3K)
Filed 2026-10-05
Eagle Rock Investment Company, LLC
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$788.4K (-$11.2K)
Filed 2026-10-21
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares3,373 from 3,094
Change+279 (+9%)
Value$786.9K (+$54.9K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
DECREASED
Shares3,363 from 4,147
Change-784 (-19%)
Value$784.7K (-$196.6K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$784.4K (-$11.1K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares3,311 from 3,330
Change-19 (-1%)
Value$772.5K (-$15.6K)
Filed 2026-10-19
Grove Bank & Trust
DECREASED
Shares3,303 from 3,422
Change-119 (-3%)
Value$770.6K (-$39.1K)
Filed 2026-10-08
FF Advisors,LLC
UNCHANGED
Shares3,299 from 3,299
Change0 (0%)
Value$769.7K (-$10.9K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$769.2K (-$10.9K)
Filed 2026-10-14
Sherry Group, Inc.
DECREASED
Shares3,292 from 3,332
Change-40 (-1%)
Value$767.8K (-$18.1K)
Filed 2026-10-09
DB&C Advisors, LLC
INCREASED
Shares3,291 from 3,277
Change+14 (+0%)
Value$767.8K (-$7.6K)
Filed 2026-10-26
Boltwood Capital Management
DECREASED
Shares3,275 from 3,400
Change-125 (-4%)
Value$764.1K (-$40.4K)
Filed 2026-10-02
Schaeffer Financial LLC
DECREASED
Shares3,267 from 3,345
Change-78 (-2%)
Value$762.2K (-$29.4K)
Filed 2026-10-23
JGP Wealth Management, LLC
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$761.6K (-$10.8K)
Filed 2026-10-13
Rise Advisors, LLC
INCREASED
Shares3,255 from 3,243
Change+12 (+0%)
Value$759.3K (-$8.1K)
Filed 2026-10-16
TMB Capital Partners, LLC
INCREASED
Shares3,249 from 3,215
Change+34 (+1%)
Value$758.1K (-$2.6K)
Filed 2026-10-20
Innovative Wealth Building LLC
INCREASED
Shares3,248 from 2,884
Change+364 (+13%)
Value$745.7K (+$63.2K)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares3,242 from 1,228
Change+2,014 (+164%)
Value$756.4K (+$465.9K)
Filed 2026-10-13
Able Financial Group, LLC
DECREASED
Shares3,228 from 4,550
Change-1,322 (-29%)
Value$753.1K (-$323.5K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
DECREASED
Shares3,228 from 3,229
Change-1 (0%)
Value$753.1K (-$11.0K)
Filed 2026-10-15
St. Louis Trust Co
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$752.4K (-$9.2M)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares3,204 from 2,321
Change+883 (+38%)
Value$747.5K (+$198.3K)
Filed 2026-11-03
Hamilton Capital, LLC
INCREASED
Shares3,198 from 3,191
Change+7 (+0%)
Value$746.1K (-$8.9K)
Filed 2026-10-08
Flagstone Financial Management
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$744.2K (-$10.6K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares3,184 from 3,255
Change-71 (-2%)
Value$743.0K (-$27.4K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares3,182 from 3,218
Change-36 (-1%)
Value$742.5K (-$18.9K)
Filed 2026-10-09
Matrix Asset Advisors Inc
DECREASED
Shares3,164 from 3,180
Change-16 (0%)
Value$738.4K (-$14.1K)
Filed 2026-10-13
Gryphon Financial Partners LLC
INCREASED
Shares3,158 from 1,205
Change+1,953 (+162%)
Value$736.8K (+$451.7K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares3,158 from 3,042
Change+116 (+4%)
Value$757.1K (+$30.6K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$735.1K (-$10.2K)
Filed 2026-10-22
Arsenal Capital Advisors LLC
INCREASED
Shares3,146 from 3,058
Change+88 (+3%)
Value$734.0K (+$10.3K)
Filed 2026-11-02
Bay Capital Advisors, LLC
DECREASED
Shares3,135 from 3,596
Change-461 (-13%)
Value$731.4K (-$119.5K)
Filed 2026-10-16
Koa Wealth Management, LLC
DECREASED
Shares3,124 from 3,362
Change-238 (-7%)
Value$728.8K (-$66.8K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares3,119 from 3,224
Change-105 (-3%)
Value$727.7K (-$35.2K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED
Shares3,113 from 3,112
Change+1 (+0%)
Value$726.2K (-$10.2K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
INCREASED
Shares3,105 from 3,087
Change+18 (+1%)
Value$724.4K (-$5.9K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
INCREASED
Shares3,095 from 3,077
Change+18 (+1%)
Value$722.1K (-$6.0K)
Filed 2026-10-19
Ballast, Inc.
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$721.2K (-$10.2K)
Filed 2026-10-20
Winebrenner Capital Management LLC
UNCHANGED
Shares3,087 from 3,087
Change0 (0%)
Value$720.2K (-$10.2K)
Filed 2026-10-07
Bernardo Wealth Planning LLC
INCREASED
Shares3,068 from 1,533
Change+1,535 (+100%)
Value$716.0K (+$353.3K)
Filed 2026-10-23
Phillip James Consulting Co.
UNCHANGED
Shares3,065 from 3,065
Change0 (0%)
Value$715.1K (-$10.1K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
DECREASED
Shares3,052 from 3,337
Change-285 (-9%)
Value$712.2K (-$77.5K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares3,046 from 2,584
Change+462 (+18%)
Value$710.6K (+$99.2K)
Filed 2026-10-20
NBH Bank
DECREASED
Shares3,045 from 3,215
Change-170 (-5%)
Value$710.4K (-$50.3K)
Filed 2026-11-05
Hanson & Doremus Investment Management
DECREASED
Shares3,033 from 3,047
Change-14 (0%)
Value$708 (-$720.3K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,027 from 2,123
Change+904 (+43%)
Value$706.5K (+$204.1K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,022 from 3,017
Change+5 (+0%)
Value$705.0K (-$8.8K)
Filed 2026-10-16
Heritage Family Offices, LLP
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$701.8K (-$10.0K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares3,007 from 2,835
Change+172 (+6%)
Value$701.7K (+$30.8K)
Filed 2026-10-29
Sage Financial Group Inc
INCREASED
Shares3,005 from 1,853
Change+1,152 (+62%)
Value$701.1K (+$262.6K)
Filed 2026-10-27
Wright Wealth LLC
DECREASED
Shares3,002 from 3,126
Change-124 (-4%)
Value$700.4K (-$39.3K)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$700.5K (-$9.9K)
Filed 2026-10-15
Scott Capital Advisors, LLC
INCREASED
Shares2,993 from 2,991
Change+2 (+0%)
Value$709.2K (+$1.4K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$695.3K (-$9.9K)
Filed 2026-10-29
Macroview Investment Management LLC
INCREASED
Shares2,959 from 2,951
Change+8 (+0%)
Value$690.4K (-$7.8K)
Filed 2026-10-26
Wealth Management Partners, LLC
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$687.1K (-$9.7K)
Filed 2026-10-21
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares2,941 from 2,941
Change0 (0%)
Value$686.2K (-$9.7K)
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares2,934 from 3,274
Change-340 (-10%)
Value$684.5K (-$90.2K)
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares2,918 from 2,435
Change+483 (+20%)
Value$680.9K (+$104.8K)
Filed 2026-10-30
Bensler, LLC
UNCHANGED
Shares2,916 from 2,916
Change0 (0%)
Value$680.3K (-$9.7K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares2,888 from 840
Change+2,048 (+244%)
Value$673.6K (+$474.9K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,882 from 2,089
Change+793 (+38%)
Value$672.5K (+$178.2K)
Filed 2026-10-26
Abacus Planning Group, Inc.
INCREASED
Shares2,881 from 2,026
Change+855 (+42%)
Value$672.3K (+$192.8K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares2,868 from 2,865
Change+3 (+0%)
Value$669.0K (-$8.8K)
Filed 2026-11-05
JBR Co Financial Management Inc
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$677.9K (-$459)
Filed 2026-10-13
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$666 (-$676.3K)
Filed 2026-10-26
Dahring | Cusmano LLC
INCREASED
Shares2,854 from 2,843
Change+11 (+0%)
Value$665.9K (-$6.8K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,850 from 2,453
Change+397 (+16%)
Value$665.0K (+$84.6K)
Filed 2026-10-29
Praetorian Wealth Management, Inc.
UNCHANGED
Shares2,836 from 2,836
Change0 (0%)
Value$661.7K (-$9.4K)
Filed 2026-10-16
Alliance Wealth Management Group
INCREASED
Shares2,832 from 2,741
Change+91 (+3%)
Value$660.7K (+$12.2K)
Filed 2026-10-29
Towercrest Capital Management
INCREASED
Shares2,832 from 2,741
Change+91 (+3%)
Value$660.7K (+$12.2K)
Filed 2026-10-23
Values Added Financial LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$659.1K (-$9.4K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares2,800 from 2,843
Change-43 (-2%)
Value$653.3K (-$19.4K)
Filed 2026-10-26
Bridgelight Financial Advisors, Inc.
INCREASED
Shares2,800 from 2,789
Change+11 (+0%)
Value$653.2K (-$6.7K)
Filed 2026-10-20
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares2,795 from 2,793
Change+2 (+0%)
Value$652.0K (-$8.9K)
Filed 2026-10-09
Beacon Financial Strategies Corp
INCREASED
Shares2,795 from 2,794
Change+1 (+0%)
Value$652.2K (-$8.9K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,780 from 2,940
Change-160 (-5%)
Value$672.1K (-$23.5K)
Filed 2026-10-22
American Capital Advisory, LLC
DECREASED
Shares2,775 from 2,800
Change-25 (-1%)
Value$647.4K (-$15.0K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
INCREASED
Shares2,772 from 2,518
Change+254 (+10%)
Value$646.7K (+$50.9K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
INCREASED
Shares2,771 from 2,730
Change+41 (+2%)
Value$646.5K (+$539)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
INCREASED
Shares2,760 from 2,391
Change+369 (+15%)
Value$643.9K (+$78.2K)
Filed 2026-10-26
King Luther Capital Management Corp
DECREASED
Shares2,755 from 2,967
Change-212 (-7%)
Value$642.7K (-$59.4K)
Filed 2026-11-05
Central Valley Advisors, LLC
DECREASED
Shares2,752 from 2,838
Change-86 (-3%)
Value$642.1K (-$29.3K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares2,744 from 2,647
Change+97 (+4%)
Value$640.2K (+$13.9K)
Filed 2026-10-08
Avion Wealth
INCREASED
Shares2,742 from 2,740
Change+2 (+0%)
Value$639 (-$647.4K)
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$636.0K (-$9.0K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares2,724 from 2,539
Change+185 (+7%)
Value$635.6K (+$34.8K)
Filed 2026-11-05
One Way Holdings LLC
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$632.0K (-$9.0K)
Filed 2026-10-29
Guidance Point Advisors, LLC
INCREASED
Shares2,673 from 2,664
Change+9 (+0%)
Value$625.0K (-$6.4K)
Filed 2026-10-15
Carrera Capital Advisors
INCREASED
Shares2,672 from 2,664
Change+8 (+0%)
Value$623.4K (-$7.0K)
Filed 2026-11-03
Breakwater Capital Group
INCREASED
Shares2,670 from 2,434
Change+236 (+10%)
Value$622.8K (+$47.0K)
Filed 2026-10-09
Essential Planning, Llc.
INCREASED
Shares2,670 from 2,669
Change+1 (+0%)
Value$623.0K (-$8.5K)
Filed 2026-10-21
Beacon Financial Planning, Inc
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$621.2K (-$8.8K)
Filed 2026-11-04
TopTier Wealth Management, LLC
DECREASED
Shares2,657 from 2,664
Change-7 (0%)
Value$620.0K (-$10.3K)
Filed 2026-10-16
BCU Wealth Advisors, LLC
INCREASED
Shares2,654 from 2,647
Change+7 (+0%)
Value$619.2K (-$7.2K)
Filed 2026-10-16
MPS Loria Financial Planners, LLC
DECREASED
Shares2,650 from 3,113
Change-463 (-15%)
Value$618.4K (-$118.3K)
Filed 2026-10-14
River Street Advisors LLC
DECREASED
Shares2,649 from 2,808
Change-159 (-6%)
Value$618.0K (-$46.4K)
Filed 2026-10-22
Certuity, LLC
UNCHANGED
Shares2,639 from 2,639
Change0 (0%)
Value$615.7K (-$8.7K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares2,632 from 2,532
Change+100 (+4%)
Value$614.1K (+$15.1K)
Filed 2026-10-26
KFG LLC
NEW
Shares2,615
Change+2,615
Value$610.1K
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,584 from 2,695
Change-111 (-4%)
Value$602.8K (-$34.8K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares2,577 from 2,574
Change+3 (+0%)
Value$601.2K (-$7.9K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares2,568 from 1,815
Change+753 (+41%)
Value$599.2K (+$169.8K)
Filed 2026-10-30
Planned Solutions, Inc.
DECREASED
Shares2,566 from 2,648
Change-82 (-3%)
Value$598.6K (-$28.0K)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$598.4K (-$8.5K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares2,563 from 2,517
Change+46 (+2%)
Value$597.9K (+$2.3K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
DECREASED
Shares2,554 from 2,604
Change-50 (-2%)
Value$610.5K (-$5.8K)
Filed 2026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$595.9K (-$8.5K)
Filed 2026-10-19
United Advisor Group, LLC
DECREASED
Shares2,553 from 2,583
Change-30 (-1%)
Value$595.6K (-$15.6K)
Filed 2026-11-03
Heck Capital Advisors, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$594.0K (-$8.4K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
DECREASED
Shares2,534 from 2,628
Change-94 (-4%)
Value$591.3K (-$30.6K)
Filed 2026-10-29
RS Crum Inc.
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$585.6K (-$8.3K)
Filed 2026-10-19
Hopwood Financial Services, Inc.
DECREASED
Shares2,497 from 2,577
Change-80 (-3%)
Value$582.5K (-$27.2K)
Filed 2026-10-29
Capital Wealth Alliance, LLC
INCREASED
Shares2,491 from 2,451
Change+40 (+2%)
Value$581.2K (+$1.2K)
Filed 2026-10-20
Alterna Wealth Management, Inc
INCREASED
Shares2,488 from 1,762
Change+726 (+41%)
Value$580.5K (+$163.6K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
DECREASED
Shares2,487 from 2,505
Change-18 (-1%)
Value$580.3K (-$12.5K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares2,484
Change+2,484
Value$579.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,484 from 2,010
Change+474 (+24%)
Value$579.5K (+$103.8K)
Filed 2026-10-14
Covenant Asset Management, LLC
DECREASED
Shares2,483 from 2,626
Change-143 (-5%)
Value$579.3K (-$42.1K)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares2,473
Change+2,473
Value$602.6K
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$575.8K (-$8.2K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
DECREASED
Shares2,467 from 2,572
Change-105 (-4%)
Value$575.6K (-$33.0K)
Filed 2026-10-08
Bluedoor Private Wealth, LLC
DECREASED
Shares2,464 from 2,514
Change-50 (-2%)
Value$574.9K (-$20.0K)
Filed 2026-11-05
BostonPremier Wealth LLC
INCREASED
Shares2,458 from 2,456
Change+2 (+0%)
Value$573.4K (-$7.6K)
Filed 2026-10-16
Whitener Capital Management, Inc.
INCREASED
Shares2,449 from 2,367
Change+82 (+3%)
Value$571.5K (+$11.4K)
Filed 2026-10-15
Berman McAleer LLC
DECREASED
Shares2,435 from 2,495
Change-60 (-2%)
Value$568.1K (-$22.3K)
Filed 2026-10-16
Oak Asset Management, LLC
DECREASED
Shares2,425 from 2,473
Change-48 (-2%)
Value$565.8K (-$19.4K)
Filed 2026-10-13
North Capital, Inc.
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$581.1K (+$7.5K)
Filed 2026-10-16
Svrn Asset Management, LLC
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$561.3K (-$8.0K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,403 from 2,469
Change-66 (-3%)
Value$560.7K (-$23.5K)
Filed 2026-10-16
Schwallier Wealth Management LLC
INCREASED
Shares2,398 from 2,389
Change+9 (+0%)
Value$559.5K (-$5.7K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
INCREASED
Shares2,395 from 2,393
Change+2 (+0%)
Value$558.7K (-$7.6K)
Filed 2026-10-23
Prospect Financial Group LLC
DECREASED
Shares2,382 from 3,655
Change-1,273 (-35%)
Value$555.8K (-$309.1K)
Filed 2026-11-05
Sightline Wealth Advisors, LLC
INCREASED
Shares2,374 from 2,366
Change+8 (+0%)
Value$553.9K (-$5.9K)
Filed 2026-10-21
Evansbrook LLC
INCREASED
Shares2,372 from 1,146
Change+1,226 (+107%)
Value$553.4K (+$282.2K)
Filed 2026-10-16
Myecfo, LLC
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$552.7K (-$7.8K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,368 from 2,314
Change+54 (+2%)
Value$552.4K (+$4.9K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares2,366 from 2,367
Change-1 (0%)
Value$552.0K (-$8.1K)
Filed 2026-11-02
Apeiron RIA LLC
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$552.2K (-$7.3K)
Filed 2026-10-08
Paulson Wealth Management Inc.
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$549.3K (-$7.8K)
Filed 2026-11-02
Carroll Advisory Group, LLC
INCREASED
Shares2,350 from 2,347
Change+3 (+0%)
Value$548.3K (-$7.1K)
Filed 2026-10-16
Columbia Advisory Partners LLC
DECREASED
Shares2,349 from 2,410
Change-61 (-3%)
Value$548.1K (-$22.1K)
Filed 2026-10-15
Evolution Wealth Management Inc.
INCREASED
Shares2,346 from 2,213
Change+133 (+6%)
Value$547.3K (+$23.7K)
Filed 2026-10-28
Noesis Capital Mangement Corp
UNCHANGED
Shares2,346 from 2,346
Change0 (0%)
Value$547.5K (-$7.8K)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$546.6K (-$7.8K)
Filed 2026-10-16
O'Brien Greene & Co. Inc
INCREASED
Shares2,338 from 2,329
Change+9 (+0%)
Value$545.6K (-$5.6K)
Filed 2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,313 from 2,304
Change+9 (+0%)
Value$539.7K (-$5.5K)
Filed 2026-11-04
Herold Advisors, Inc.
INCREASED
Shares2,312 from 2,112
Change+200 (+9%)
Value$539.2K (+$38.2K)
Filed 2026-10-19
Mengis Capital Management, Inc.
DECREASED
Shares2,306 from 2,321
Change-15 (-1%)
Value$538.0K (-$11.3K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
INCREASED
Shares2,302 from 2,094
Change+208 (+10%)
Value$537.1K (+$41.6K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares2,268 from 2,248
Change+20 (+1%)
Value$529.1K (-$2.8K)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares2,265 from 2,261
Change+4 (+0%)
Value$528.5K (-$6.5K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares2,261 from 2,608
Change-347 (-13%)
Value$527.6K (-$89.6K)
Filed 2026-10-26
Cordoba Advisory Partners LLC
INCREASED
Shares2,258 from 2,216
Change+42 (+2%)
Value$526.8K (+$2.5K)
Filed 2026-10-19
Canopy Partners, LLC
NEW
Shares2,256
Change+2,256
Value$526.3K
Filed 2026-10-28
Walker Asset Management, LLC
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$525.8K (-$7.3K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$531.2K ($0)
Filed 2026-10-26
Accredited Investor Services, LLC
INCREASED
Shares2,243 from 2,220
Change+23 (+1%)
Value$523.3K (-$2.0K)
Filed 2026-10-22
Rydar Equities, Inc.
INCREASED
Shares2,242 from 2,233
Change+9 (+0%)
Value$531.3K (+$371)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,242 from 2,240
Change+2 (+0%)
Value$523.2K (-$6.9K)
Filed 2026-11-05
Diversified Portfolios, Inc.
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$521.7K (-$7.4K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares2,234 from 2,235
Change-1 (0%)
Value$521.3K (-$7.6K)
Filed 2026-10-15
Prosperity Advisers, LLC
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$519.3K (-$7.4K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares2,219 from 2,573
Change-354 (-14%)
Value$544.0K (-$64.9K)
Filed 2026-10-30
Blankinship & Foster, LLC
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$514.7K (-$7.3K)
Filed 2026-10-19
Elyxium Wealth, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$513.3K (-$7.3K)
Filed 2026-10-27
Waldron Private Wealth LLC
INCREASED
Shares2,197 from 1,829
Change+368 (+20%)
Value$512.6K (+$79.8K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares2,177 from 1,690
Change+487 (+29%)
Value$507.8K (+$108.0K)
Filed 2026-10-22
S.A. Mason LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$504.8K (-$7.2K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED
Shares2,163 from 2,210
Change-47 (-2%)
Value$504.7K (-$18.3K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
INCREASED
Shares2,163 from 2,154
Change+9 (+0%)
Value$504.6K (-$5.1K)
Filed 2026-10-16
4Wealth Advisors, Inc.
NEW
Shares2,162
Change+2,162
Value$508.5K
Filed 2026-10-13
L.K. Benson & Company, P.C.
DECREASED
Shares2,156 from 2,178
Change-22 (-1%)
Value$502.8K (-$12.7K)
Filed 2026-10-23
Virtue Asset Management LLC
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$502.8K (-$7.1K)
Filed 2026-10-21
Welch & Forbes LLC
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$500.5K (-$7.1K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares2,134 from 2,097
Change+37 (+2%)
Value$497.9K (+$1.8K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED
Shares2,125 from 2,001
Change+124 (+6%)
Value$495.8K (+$22.3K)
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares2,119 from 2,039
Change+80 (+4%)
Value$494.4K (+$12.0K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
DECREASED
Shares2,116 from 2,178
Change-62 (-3%)
Value$493.6K (-$21.6K)
Filed 2026-10-28
Donalies Financial Planning, LLC
DECREASED
Shares2,111 from 2,238
Change-127 (-6%)
Value$492.5K (-$37.0K)
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares2,109 from 2,241
Change-132 (-6%)
Value$492.2K (-$38.2K)
Filed 2026-10-23
Interchange Capital Partners, LLC
UNCHANGED
Shares2,107 from 2,107
Change0 (0%)
Value$491.5K (-$6.8K)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares2,100 from 6,095
Change-3,995 (-66%)
Value$490.0K (-$952.2K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares2,095 from 3,641
Change-1,546 (-42%)
Value$488.9K (-$372.8K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares2,083 from 5,311
Change-3,228 (-61%)
Value$486.1K (-$789.3K)
Filed 2026-10-26
Wealth Effects LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$485.3K (-$6.9K)
Filed 2026-10-23
Brookmont Capital Management
DECREASED
Shares2,070 from 2,113
Change-43 (-2%)
Value$482.9K (-$17.0K)
Filed 2026-10-23
Chemistry Wealth Management LLC
UNCHANGED
Shares2,069 from 2,069
Change0 (0%)
Value$482.7K (-$6.8K)
Filed 2026-10-16
Clarity Capital Advisors, LLC
UNCHANGED
Shares2,069 from 2,069
Change0 (0%)
Value$482.7K (-$6.8K)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$482.5K (-$6.8K)
Filed 2026-10-09
Culbertson A N & Co Inc
DECREASED
Shares2,067 from 2,767
Change-700 (-25%)
Value$482.3K (-$172.5K)
Filed 2026-10-21
MV Capital Management, Inc.
INCREASED
Shares2,064 from 1,416
Change+648 (+46%)
Value$481.6K (+$146.5K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$480.9K (-$6.8K)
Filed 2026-10-27
Castle Rock Wealth Management, LLC
DECREASED
Shares2,058 from 2,084
Change-26 (-1%)
Value$489.4K (-$3.4K)
Filed 2026-10-09
First Bank & Trust
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$479.7K (-$6.8K)
Filed 2026-10-19
Gimbal Financial
INCREASED
Shares2,053 from 2,014
Change+39 (+2%)
Value$479.1K (+$2.6K)
Filed 2026-10-19
Gouws Capital LLC
DECREASED
Shares2,046 from 12,770
Change-10,724 (-84%)
Value$477.4K (-$2.5M)
Filed 2026-10-09
Verus Capital Partners, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$476.9K (-$6.9K)
Filed 2026-11-03
1834 Investment Advisors Co
NEW
Shares2,041
Change+2,041
Value$476.2K
Filed 2026-10-16
HMS Capital Management, LLC
DECREASED
Shares2,034 from 2,093
Change-59 (-3%)
Value$474.6K (-$20.7K)
Filed 2026-10-20
InvesTrust
DECREASED
Shares2,033 from 2,163
Change-130 (-6%)
Value$474.3K (-$37.5K)
Filed 2026-10-14
Uptown Financial Advisors LLC
INCREASED
Shares2,032 from 1,384
Change+648 (+47%)
Value$474.1K (+$146.6K)
Filed 2026-10-15
McCarley & Cook Financial Planners
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$474.1K (-$6.7K)
Filed 2026-10-21
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$473.6K (-$6.7K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares2,028 from 2,331
Change-303 (-13%)
Value$473 (-$79)
Filed 2026-10-02
Pacific Center for Financial Services
INCREASED
Shares2,013 from 2,008
Change+5 (+0%)
Value$469.7K (-$5.4K)
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$467.9K (-$6.6K)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares2,004 from 2,003
Change+1 (+0%)
Value$467.5K (-$6.5K)
Filed 2026-10-16
Finer Wealth Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$466.6K (-$6.6K)
Filed 2026-10-16
Quadrant Capital Group LLC
DECREASED
Shares1,985 from 2,758
Change-773 (-28%)
Value$475.8K (-$176.8K)
Filed 2026-10-20
Nestegg Advisors, Inc.
DECREASED
Shares1,985 from 2,041
Change-56 (-3%)
Value$463.1K (-$19.7K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares1,982 from 2,141
Change-159 (-7%)
Value$462.4K (-$44.1K)
Filed 2026-10-20
Procyon Advisors, LLC
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$462.2K (-$6.6K)
Filed 2026-10-21
KW Wealth Management LLC
NEW
Shares1,980
Change+1,980
Value$462.0K
Filed 2026-10-28
Southland Equity Partners LLC
DECREASED
Shares1,980 from 2,087
Change-107 (-5%)
Value$461.9K (-$31.9K)
Filed 2026-10-14
Old Peak Finance LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$460.8K (-$6.5K)
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,950 from 1,888
Change+62 (+3%)
Value$454.9K (+$8.0K)
Filed 2026-10-13
Cannon Advisors, Inc.
INCREASED
Shares1,949 from 1,944
Change+5 (+0%)
Value$467.2K (+$5.8K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares1,944 from 2,388
Change-444 (-19%)
Value$453.6K (-$111.5K)
Filed 2026-10-16
tru Independence LLC
INCREASED
Shares1,940 from 1,934
Change+6 (+0%)
Value$452.6K (-$5.1K)
Filed 2026-10-20
Independence Asset Advisors, LLC
INCREASED
Shares1,939 from 1,893
Change+46 (+2%)
Value$452.3K (+$4.5K)
Filed 2026-10-23
Integrity Investment Advisors, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$451.9K (-$6.4K)
Filed 2026-11-03
Strategent Financial, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$451.5K (-$6.4K)
Filed 2026-10-30
MKD Wealth Coaches, LLC
NEW
Shares1,934
Change+1,934
Value$451.2K
Filed 2026-10-09
Tannin Capital LLC
DECREASED
Shares1,931 from 2,649
Change-718 (-27%)
Value$450.5K (-$176.3K)
Filed 2026-11-05
Manske Wealth Management
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$450.3K (-$6.4K)
Filed 2026-10-26
Howard Capital Management Group, LLC
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$449.4K (-$6.4K)
Filed 2026-10-16
Doliver Advisors, LP
DECREASED
Shares1,925 from 2,050
Change-125 (-6%)
Value$449.1K (-$35.9K)
Filed 2026-10-01
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$448.9K (-$6.4K)
Filed 2026-10-16
Catalyst Private Wealth, LLC
INCREASED
Shares1,914 from 1,913
Change+1 (+0%)
Value$446.5K (-$6.2K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED
Shares1,912 from 1,825
Change+87 (+5%)
Value$446.1K (+$14.3K)
Filed 2026-11-03
Madrona Financial Services, LLC
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$444.9K (-$6.3K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares1,894 from 2,145
Change-251 (-12%)
Value$441.9K (-$65.7K)
Filed 2026-10-14
LMG Wealth Partners, LLC
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$441.7K (-$6.3K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares1,892 from 2,689
Change-797 (-30%)
Value$441.4K (-$194.8K)
Filed 2026-11-05
Symmetry Partners, LLC
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$441.4K (-$6.3K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
DECREASED
Shares1,886 from 1,986
Change-100 (-5%)
Value$440.0K (-$29.9K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
INCREASED
Shares1,885 from 1,882
Change+3 (+0%)
Value$439.9K (-$5.3K)
Filed 2026-10-20
Portland Financial Advisors Inc
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$439.8K (-$6.2K)
Filed 2026-10-26
Ellsworth Advisors, LLC
INCREASED
Shares1,882 from 1,823
Change+59 (+3%)
Value$439.1K (+$6.4K)
Filed 2026-10-15
Washington Trust Bank
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$438.6K (-$6.2K)
Filed 2026-11-03
Presilium Private Wealth, LLC
DECREASED
Shares1,875 from 1,925
Change-50 (-3%)
Value$437.4K (-$18.0K)
Filed 2026-10-26
Vima LLC
DECREASED
Shares1,868 from 1,927
Change-59 (-3%)
Value$435.9K (-$20.1K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$434.0K (-$6.2K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$433.3K (-$6.1K)
Filed 2026-10-20
Mustard Seed Financial, LLC
INCREASED
Shares1,849 from 1,812
Change+37 (+2%)
Value$431.4K (+$2.7K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares1,847 from 1,840
Change+7 (+0%)
Value$430.9K (-$4.5K)
Filed 2026-10-19
Wilsey Asset Management Inc
UNCHANGED
Shares1,846 from 1,846
Change0 (0%)
Value$430.7K (-$6.1K)
Filed 2026-10-21
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,840 from 1,969
Change-129 (-7%)
Value$429.3K (-$36.6K)
Filed 2026-10-06
Stone Summit Wealth LLC
DECREASED
Shares1,834 from 2,669
Change-835 (-31%)
Value$427.9K (-$203.6K)
Filed 2026-10-14
Curtis Advisory Group, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$424.4K (-$6.0K)
Filed 2026-10-28
Waterfront Wealth Inc.
INCREASED
Shares1,817 from 1,762
Change+55 (+3%)
Value$441.5K (+$20.7K)
Filed 2026-11-03
Shelter Rock Management, LLC
INCREASED
Shares1,797 from 1,796
Change+1 (+0%)
Value$421.7K (-$3.4K)
Filed 2026-10-09
Harbor Asset Planning, Inc.
DECREASED
Shares1,796 from 1,799
Change-3 (0%)
Value$418.8K (-$7.0K)
Filed 2026-10-23
Delta Financial Advisors LLC
INCREASED
Shares1,795 from 1,388
Change+407 (+29%)
Value$418.8K (+$90.4K)
Filed 2026-10-27
Arthur M. Cohen & Associates, LLC
DECREASED
Shares1,794 from 2,234
Change-440 (-20%)
Value$418.6K (-$110.1K)
Filed 2026-10-26
Clarity Wealth Development LLC
DECREASED
Shares1,794 from 1,823
Change-29 (-2%)
Value$418.6K (-$12.8K)
Filed 2026-10-22
Shum Financial Group, Inc.
DECREASED
Shares1,786 from 1,829
Change-43 (-2%)
Value$416.7K (-$16.1K)
Filed 2026-10-13
Level Wealth Management LLC
INCREASED
Shares1,786 from 1,774
Change+12 (+1%)
Value$416.6K (-$3.1K)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,777 from 1,759
Change+18 (+1%)
Value$414.6K (-$1.6K)
Filed 2026-10-13
Selective Wealth Management, Inc.
DECREASED
Shares1,765 from 1,836
Change-71 (-4%)
Value$427.3K (-$9.0K)
Filed 2026-10-16
Seelaus Asset Management LLC
INCREASED
Shares1,765 from 1,759
Change+6 (+0%)
Value$411.8K (-$4.3K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
INCREASED
Shares1,765 from 1,763
Change+2 (+0%)
Value$411.7K (-$5.4K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
INCREASED
Shares1,760 from 1,759
Change+1 (+0%)
Value$415.6K (-$606)
Filed 2026-10-09
Parcion Private Wealth LLC
INCREASED
Shares1,759 from 846
Change+913 (+108%)
Value$410.4K (+$210.2K)
Filed 2026-10-28
Basso Capital Management, L.P.
DECREASED
Shares1,755 from 1,905
Change-150 (-8%)
Value$409.5K (-$41.3K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
INCREASED
Shares1,755 from 1,747
Change+8 (+0%)
Value$409.5K (-$3.9K)
Filed 2026-11-04
Cairn Investment Group, Inc.
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$409 (-$414.6K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares1,745 from 1,339
Change+406 (+30%)
Value$407.2K (+$90.4K)
Filed 2026-10-02
Bdfs Capital LLC
INCREASED
Shares1,745 from 1,741
Change+4 (+0%)
Value$407.0K (-$5.0K)
Filed 2026-10-14
Northwest Financial Advisors
INCREASED
Shares1,743 from 1,740
Change+3 (+0%)
Value$406.6K (-$5.2K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares1,740 from 1,683
Change+57 (+3%)
Value$406.0K (+$7.8K)
Filed 2026-10-08
Phoenix Wealth Advisors
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$405.3K (-$5.8K)
Filed 2026-11-03
Elm3 Financial Group, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$404.7K (-$5.7K)
Filed 2026-10-07
Fairman Group, LLC
DECREASED
Shares1,731 from 1,737
Change-6 (0%)
Value$403.9K (-$7.2K)
Filed 2026-10-26
Almanack Investment Partners, Llc.
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$402.5K (-$5.7K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares1,723 from 1,055
Change+668 (+63%)
Value$402.0K (+$152.4K)
Filed 2026-11-03
Walker Financial Services, Inc.
INCREASED
Shares1,723 from 1,575
Change+148 (+9%)
Value$402.2K (+$29.4K)
Filed 2026-10-26
Old Second National Bank of Aurora
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$401.8K (-$5.7K)
Filed 2026-10-22
Downshift Financial, LLC
INCREASED
Shares1,721 from 1,654
Change+67 (+4%)
Value$401.6K (+$10.2K)
Filed 2026-10-13
Summit Asset Management, LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$400.9K (-$5.7K)
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares1,709 from 1,845
Change-136 (-7%)
Value$398.9K (-$37.8K)
Filed 2026-10-15
Private Wealth Group, LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$398.7K (-$5.7K)
Filed 2026-10-19
Mattern Capital Management, LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$398.0K (-$5.6K)
Filed 2026-11-02
LJI Wealth Management, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$395.5K (-$5.6K)
Filed 2026-10-28
GLR Partners, LLC
DECREASED
Shares1,690 from 1,774
Change-84 (-5%)
Value$394.3K (-$25.5K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$393.4K (-$5.6K)
Filed 2026-10-07
RCW Management, LLC
DECREASED
Shares1,682 from 1,703
Change-21 (-1%)
Value$392.4K (-$10.5K)
Filed 2026-10-30
Acropolis Investment Management, LLC
INCREASED
Shares1,662 from 1,661
Change+1 (+0%)
Value$387.7K (-$5.3K)
Filed 2026-10-08
Stillwater Wealth Management Group
INCREASED
Shares1,660 from 1,465
Change+195 (+13%)
Value$387.3K (+$40.8K)
Filed 2026-10-21
Oakworth Capital, Inc.
INCREASED
Shares1,656 from 1,587
Change+69 (+4%)
Value$386.4K (+$11.0K)
Filed 2026-10-26
Sather Financial Group Inc
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$386.4K (-$5.5K)
Filed 2026-10-30
Ironwood Financial, llc
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$386.3K (-$8.6K)
Filed 2026-10-20
Trust Co of Toledo NA
DECREASED
Shares1,655 from 1,690
Change-35 (-2%)
Value$386.1K (-$13.8K)
Filed 2026-10-16
Certior Financial Group, LLC
DECREASED
Shares1,654 from 1,947
Change-293 (-15%)
Value$385.8K (-$74.9K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares1,650 from 2,355
Change-705 (-30%)
Value$385.0K (-$172.3K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,650 from 1,662
Change-12 (-1%)
Value$384.9K (-$8.3K)
Filed 2026-10-13
Demars Financial Group, LLC
DECREASED
Shares1,649 from 2,186
Change-537 (-25%)
Value$384.7K (-$132.5K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$382.9K (-$5.3K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,640 from 1,630
Change+10 (+1%)
Value$382.6K (-$3.1K)
Filed 2026-10-19
Davidson Trust Co
DECREASED
Shares1,636 from 2,072
Change-436 (-21%)
Value$381.7K (-$108.6K)
Filed 2026-10-09
Asio Capital, LLC
DECREASED
Shares1,636 from 1,745
Change-109 (-6%)
Value$381.7K (-$31.2K)
Filed 2026-10-19
Stockman Wealth Management, Inc.
DECREASED
Shares1,624 from 1,633
Change-9 (-1%)
Value$378.9K (-$7.5K)
Filed 2026-10-27
CrossGen Wealth, LLC
DECREASED
Shares1,624 from 1,626
Change-2 (0%)
Value$378.9K (-$5.8K)
Filed 2026-10-30
Trinity Financial Advisors LLC
INCREASED
Shares1,611 from 1,607
Change+4 (+0%)
Value$375.9K (-$4.3K)
Filed 2026-10-09
Cross Staff Investments Inc
INCREASED
Shares1,608 from 1,089
Change+519 (+48%)
Value$375.2K (+$117.5K)
Filed 2026-10-22
Kestra Investment Management, LLC
DECREASED
Shares1,608 from 1,646
Change-38 (-2%)
Value$375.2K (-$14.4K)
Filed 2026-11-04
ARS Investment Partners, LLC
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$374.2K (-$5.3K)
Filed 2026-11-05
Spirit of America Management Corp
DECREASED
Shares1,598 from 378,100
Change-376,502 (-100%)
Value$383.6K (+$382.0K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
INCREASED
Shares1,598 from 1,495
Change+103 (+7%)
Value$372.8K (+$19.1K)
Filed 2026-10-14
Landaas & Co
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$372.8K (-$5.3K)
Filed 2026-10-29
Flagship Private Wealth, LLC
DECREASED
Shares1,593 from 1,624
Change-31 (-2%)
Value$371.6K (-$12.6K)
Filed 2026-11-05
Costello Asset Management, Inc
DECREASED
Shares1,593 from 1,604
Change-11 (-1%)
Value$371.7K (-$7.8K)
Filed 2026-10-30
My Personal CFO, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$369.8K (-$5.2K)
Filed 2026-10-14
Wincap Financial LLC
DECREASED
Shares1,584 from 1,616
Change-32 (-2%)
Value$369.5K (-$13.0K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$369.6K (-$5.2K)
Filed 2026-10-09
Clarus Group, Inc.
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$366.3K (-$5.2K)
Filed 2026-10-21
TruNorth Capital Management, LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$365.7K (-$5.2K)
Filed 2026-10-14
Western Reserve Capital Management, LLC
DECREASED
Shares1,563 from 1,704
Change-141 (-8%)
Value$364.7K (-$38.5K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares1,562 from 1,603
Change-41 (-3%)
Value$364.5K (-$14.9K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$364.4K (-$5.2K)
Filed 2026-10-19
Provident Wealth Management, LLC
INCREASED
Shares1,559 from 1,554
Change+5 (+0%)
Value$363.7K (-$3.9K)
Filed 2026-10-20
Means Investment Co., Inc.
DECREASED
Shares1,554 from 1,576
Change-22 (-1%)
Value$362.5K (-$10.4K)
Filed 2026-11-03
Shakespeare Wealth Management, LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$362.3K (-$5.1K)
Filed 2026-10-28
Team Financial Group, LLC
INCREASED
Shares1,550 from 1,169
Change+381 (+33%)
Value$361.7K (+$85.2K)
Filed 2026-10-30
Foguth Wealth Management, Llc.
INCREASED
Shares1,549 from 1,375
Change+174 (+13%)
Value$374.5K (+$50.0K)
Filed 2026-10-19
WP Advisors, LLC
INCREASED
Shares1,548 from 1,543
Change+5 (+0%)
Value$361.4K (-$3.7K)
Filed 2026-10-22
LifeWealth Investments, LLC
INCREASED
Shares1,544 from 1,542
Change+2 (+0%)
Value$360.2K (-$4.6K)
Filed 2026-10-21
Weitzel Financial Services, Inc.
DECREASED
Shares1,539 from 1,610
Change-71 (-4%)
Value$361.3K (-$21.6K)
Filed 2026-10-16
Wealthcare Capital Management LLC
DECREASED
Shares1,537 from 1,540
Change-3 (0%)
Value$358.6K (-$5.8K)
Filed 2026-10-21
Park Edge Advisors, LLC
INCREASED
Shares1,532 from 1,141
Change+391 (+34%)
Value$357.3K (+$87.4K)
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares1,532 from 1,530
Change+2 (+0%)
Value$357.4K (-$4.7K)
Filed 2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares1,530 from 1,529
Change+1 (+0%)
Value$357.0K (-$4.7K)
Filed 2026-10-07
Lodestone Wealth Management LLC
INCREASED
Shares1,523 from 1,521
Change+2 (+0%)
Value$355.3K (-$4.6K)
Filed 2026-10-14
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,521 from 1,521
Change0 (0%)
Value$354.9K (-$5.0K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
DECREASED
Shares1,520 from 2,245
Change-725 (-32%)
Value$354.6K (-$176.6K)
Filed 2026-11-02
West Branch Capital LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$353.6K (-$5.0K)
Filed 2026-10-20
Wolff Wiese Magana LLC
INCREASED
Shares1,515 from 1,315
Change+200 (+15%)
Value$353.5K (+$42.3K)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares1,513 from 1,511
Change+2 (+0%)
Value$353.0K (-$4.6K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares1,511 from 1,561
Change-50 (-3%)
Value$352.5K (-$16.8K)
Filed 2026-10-22
Weaver Capital Management LLC
DECREASED
Shares1,509 from 1,609
Change-100 (-6%)
Value$352.1K (+$6.0K)
Filed 2026-10-15
Aurora Private Wealth, Inc.
INCREASED
Shares1,508 from 1,507
Change+1 (+0%)
Value$352 (-$355.6K)
Filed 2026-10-20
LEE Danner & Bass Inc
INCREASED
Shares1,507 from 1,001
Change+506 (+51%)
Value$351.7K (+$114.7K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares1,502 from 1,515
Change-13 (-1%)
Value$350.5K (-$8.1K)
Filed 2026-10-28
Accordant Advisory Group Inc
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$350.2K (-$5.0K)
Filed 2026-10-29
Holland Advisory Services, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$350.0K (-$5.0K)
Filed 2026-10-26
Wrenne Financial Planning LLC
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$349.7K (-$5.0K)
Filed 2026-10-30
Riversedge Advisors, LLC
DECREASED
Shares1,497 from 1,498
Change-1 (0%)
Value$349.3K (-$5.1K)
Filed 2026-10-09
Beacon Wealthcare LLC
NEW
Shares1,492
Change+1,492
Value$348.1K
Filed 2026-10-02
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$348.1K (-$4.9K)
Filed 2026-10-21
Able Wealth Management LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$351.6K (-$700)
Filed 2026-10-13
Element Pointe Advisors, LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$347.4K (-$4.9K)
Filed 2026-10-21
Grantvest Financial Group LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$346.9K (-$4.9K)
Filed 2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED
Shares1,486 from 1,561
Change-75 (-5%)
Value$346.7K (-$22.7K)
Filed 2026-10-22
Woodside Wealth Management LLC
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$345.5K (-$4.9K)
Filed 2026-10-16
Hendershot Investments Inc.
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$345.1K (-$4.9K)
Filed 2026-11-05
RHS Financial, LLC
INCREASED
Shares1,478 from 1,462
Change+16 (+1%)
Value$344.8K (-$1.1K)
Filed 2026-10-13
Lake Hills Wealth Management, LLC
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$344.8K (-$4.9K)
Filed 2026-10-07
Wealth Science Advisors LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$344.1K (-$4.9K)
Filed 2026-10-09
Laurel Wealth Planning LLC
INCREASED
Shares1,470 from 1,420
Change+50 (+4%)
Value$343.0K (+$6.9K)
Filed 2026-11-02
Seek First Inc.
DECREASED
Shares1,469 from 1,856
Change-387 (-21%)
Value$342.7K (-$96.4K)
Filed 2026-10-27
Santori & Peters, Inc.
DECREASED
Shares1,465 from 1,952
Change-487 (-25%)
Value$341.7K (-$120.3K)
Filed 2026-10-26
RMR Wealth Builders
INCREASED
Shares1,464 from 1,460
Change+4 (+0%)
Value$341.6K (-$4.0K)
Filed 2026-10-22
Foundation Wealth Management, Llc\pa
NEW
Shares1,461
Change+1,461
Value$340.9K
Filed 2026-10-14
Gallagher Capital Advisors, LLC
INCREASED
Shares1,459 from 1,453
Change+6 (+0%)
Value$340.3K (-$3.5K)
Filed 2026-10-09
Mccarter Private Wealth Services LLC
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$340.4K (-$4.8K)
Filed 2026-10-22
Sentinel Trust Co LBA
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$339 (-$5)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares1,453 from 1,410
Change+43 (+3%)
Value$339.0K (+$5.3K)
Filed 2026-10-14
Old Port Advisors
DECREASED
Shares1,452 from 1,520
Change-68 (-4%)
Value$338.8K (-$20.9K)
Filed 2026-10-23
McHugh Group, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$338.3K (-$4.8K)
Filed 2026-10-19
Whelan Financial
INCREASED
Shares1,447 from 1,147
Change+300 (+26%)
Value$337.6K (+$66.2K)
Filed 2026-10-28
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$337.7K (-$4.8K)
Filed 2026-10-27
BetterWealth, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$337.2K (-$4.8K)
Filed 2026-10-15
Sigma Investment Counselors Inc
NEW
Shares1,437
Change+1,437
Value$335.3K
Filed 2026-10-27
Continuum Wealth Advisors, LLC
DECREASED
Shares1,437 from 1,449
Change-12 (-1%)
Value$335.3K (-$7.6K)
Filed 2026-10-20
Main Street Group, LTD
DECREASED
Shares1,428 from 1,468
Change-40 (-3%)
Value$333.2K (-$14.0K)
Filed 2026-10-28
Johnson Financial Group, LLC
NEW
Shares1,410
Change+1,410
Value$329.0K
Filed 2026-11-03
Curated Wealth Partners LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$329.0K (-$4.7K)
Filed 2026-10-15
KFA Private Wealth Group, LLC
INCREASED
Shares1,407 from 1,124
Change+283 (+25%)
Value$328.5K (+$62.5K)
Filed 2026-10-07
Butensky & Cohen Financial Security, Inc
DECREASED
Shares1,406 from 1,422
Change-16 (-1%)
Value$328.0K (-$8.4K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
DECREASED
Shares1,403 from 1,406
Change-3 (0%)
Value$327.4K (-$5.3K)
Filed 2026-11-03
Sound Income Strategies, LLC
NEW
Shares1,398
Change+1,398
Value$331.9K
Filed 2026-10-09
Pennsylvania Capital Management Inc
DECREASED
Shares1,383 from 2,037
Change-654 (-32%)
Value$322.7K (-$159.3K)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares1,379 from 1,059
Change+320 (+30%)
Value$321.7K (+$71.2K)
Filed 2026-10-15
Mirador Capital Partners LP
DECREASED
Shares1,379 from 1,384
Change-5 (0%)
Value$321.8K (-$5.7K)
Filed 2026-10-09
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares1,377 from 1,376
Change+1 (+0%)
Value$321.2K (-$4.5K)
Filed 2026-11-04
Cathy Pareto & Associates, Inc
INCREASED
Shares1,371 from 1,301
Change+70 (+5%)
Value$319.9K (+$11.9K)
Filed 2026-10-15
GGM Financial LLC
INCREASED
Shares1,371 from 1,366
Change+5 (+0%)
Value$319.9K (-$3.3K)
Filed 2026-11-05
marrick wealth, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$318.9K (-$4.5K)
Filed 2026-10-20
Baron Financial Group, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$318.9K (-$4.5K)
Filed 2026-10-09
Archer Investment Management, LLC
DECREASED
Shares1,362 from 1,372
Change-10 (-1%)
Value$317.8K (-$6.9K)
Filed 2026-10-13
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares1,361 from 1,255
Change+106 (+8%)
Value$317.6K (+$20.7K)
Filed 2026-10-28
United Financial Planning Group LLC
INCREASED
Shares1,361 from 1,317
Change+44 (+3%)
Value$317.4K (+$5.7K)
Filed 2026-11-04
Nvwm, LLC
DECREASED
Shares1,350 from 1,351
Change-1 (0%)
Value$315.0K (-$4.7K)
Filed 2026-10-14
Vista Investment Partners LLC
DECREASED
Shares1,349 from 1,437
Change-88 (-6%)
Value$314.7K (-$25.3K)
Filed 2026-10-08
Birch Hill Investment Advisors LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$313.6K (-$4.4K)
Filed 2026-10-16
Sun Group Wealth Partners
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$313.1K (-$4.4K)
Filed 2026-10-26
A&I Financial Services, LLC
INCREASED
Shares1,339 from 1,164
Change+175 (+15%)
Value$312.4K (+$37.0K)
Filed 2026-10-15
First Financial Group Corp
INCREASED
Shares1,332 from 1,331
Change+1 (+0%)
Value$311.0K (-$4.2K)
Filed 2026-10-22
Haven Private, LLC
INCREASED
Shares1,327 from 1,280
Change+47 (+4%)
Value$309.6K (+$6.7K)
Filed 2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$307.3K (-$4.4K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$307.3K (-$4.4K)
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares1,316 from 1,066
Change+250 (+23%)
Value$307.0K (+$54.8K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares1,314 from 1,312
Change+2 (+0%)
Value$306.6K (-$4.0K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$306.1K (-$4.3K)
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares1,309 from 1,354
Change-45 (-3%)
Value$305.4K (-$15.0K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares1,305 from 1,300
Change+5 (+0%)
Value$304.5K (-$3.1K)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares1,297 from 1,417
Change-120 (-8%)
Value$302.6K (-$32.7K)
Filed 2026-10-26
Cottage Street Advisors LLC
INCREASED
Shares1,294 from 1,291
Change+3 (+0%)
Value$302.0K (-$3.6K)
Filed 2026-10-19
IMPACTfolio, LLC
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$301.7K (-$4.3K)
Filed 2026-10-28
Windsor Capital Management, LLC
DECREASED
Shares1,284 from 1,410
Change-126 (-9%)
Value$299.7K (-$34.1K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
INCREASED
Shares1,277 from 1,211
Change+66 (+5%)
Value$297.9K (+$11.4K)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares1,259 from 1,398
Change-139 (-10%)
Value$293.8K (-$37.1K)
Filed 2026-10-22
Zullo Investment Group, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$291.6K (-$4.1K)
Filed 2026-10-20
Altfest L J & Co Inc
INCREASED
Shares1,245 from 1,197
Change+48 (+4%)
Value$290.4K (+$7.1K)
Filed 2026-10-27
Leelyn Smith, LLC
NEW
Shares1,244
Change+1,244
Value$290.2K
Filed 2026-11-03
Midland Wealth Advisors, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$289.8K (-$4.1K)
Filed 2026-10-26
Briggs Wealth Management, Inc
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$288.6K (-$4.1K)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares1,236 from 1,208
Change+28 (+2%)
Value$288.3K (+$2.5K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
INCREASED
Shares1,235 from 949
Change+286 (+30%)
Value$288.2K (+$63.6K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares1,234
Change+1,234
Value$287.9K
Filed 2026-11-04
Milestone Investment Advisors LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$286.7K (-$4.1K)
Filed 2026-11-05
Aull & Monroe Investment Management Corp
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$285.8K (-$4.1K)
Filed 2026-10-16
EPG Wealth Management LLC
DECREASED
Shares1,224 from 1,325
Change-101 (-8%)
Value$285.6K (-$27.9K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares1,221 from 1,236
Change-15 (-1%)
Value$284.8K (-$7.8K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$284.9K (-$4.0K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares1,219 from 2,130
Change-911 (-43%)
Value$284.4K (-$219.6K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED
Shares1,215 from 1,213
Change+2 (+0%)
Value$283.5K (-$3.7K)
Filed 2026-11-02
Isthmus Partners, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$282.5K (-$4.0K)
Filed 2026-10-21
Emergent Wealth Advisors, LLC
DECREASED
Shares1,208 from 1,211
Change-3 (0%)
Value$281.9K (-$4.7K)
Filed 2026-10-09
RMG Wealth Management LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$294.6K (-$2.1K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares1,203
Change+1,203
Value$280.7K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$279.9K (-$4.0K)
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares1,199 from 1,286
Change-87 (-7%)
Value$279.8K (-$24.6K)
Filed 2026-10-21
IMG Wealth Management, Inc.
DECREASED
Shares1,198 from 1,240
Change-42 (-3%)
Value$279.6K (-$13.9K)
Filed 2026-10-27
First County Bank
INCREASED
Shares1,188 from 1,020
Change+168 (+16%)
Value$277.2K (+$35.8K)
Filed 2026-10-13
Clearwave Capital, LLC
INCREASED
Shares1,184 from 1,179
Change+5 (+0%)
Value$276.1K (-$2.8K)
Filed 2026-10-27
Crescent Sterling, Ltd.
INCREASED
Shares1,183 from 1,035
Change+148 (+14%)
Value$276.0K (+$31.1K)
Filed 2026-10-16
Sageworth Trust Co
INCREASED
Shares1,183 from 1,159
Change+24 (+2%)
Value$276.0K (+$1.8K)
Filed 2026-10-30
Iowa State Bank
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$275.1K (-$3.9K)
Filed 2026-10-06
Pioneer Wealth Management Group
INCREASED
Shares1,178 from 1,089
Change+89 (+8%)
Value$274.8K (+$17.2K)
Filed 2026-10-09
Summit Investment Advisory Services, LLC
INCREASED
Shares1,178 from 1,174
Change+4 (+0%)
Value$274.9K (-$2.7K)
Filed 2026-11-03
Seven Hills Financial, LLC
NEW
Shares1,176
Change+1,176
Value$274.4K
Filed 2026-10-13
Orba Wealth Advisors, L.L.C.
INCREASED
Shares1,168 from 1,128
Change+40 (+4%)
Value$272.5K (+$5.6K)
Filed 2026-10-23
Silverleafe Capital Partners, LLC
INCREASED
Shares1,165 from 1,161
Change+4 (+0%)
Value$271.9K (-$2.8K)
Filed 2026-10-02
Elevation Wealth Management LLC
DECREASED
Shares1,163 from 1,179
Change-16 (-1%)
Value$271.5K (-$7.5K)
Filed 2026-11-02
Breachway Investments LLC
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$271.3K (-$3.8K)
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$269.8K (-$3.8K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares1,154 from 1,151
Change+3 (+0%)
Value$269.2K (-$3.1K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$266.4K (-$3.8K)
Filed 2026-10-21
Live Oak Private Wealth LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$266.1K (-$3.8K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$265.7K (-$3.8K)
Filed 2026-10-20
SMI Advisory Services, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$271.6K (+$22)
Filed 2026-10-13
Benchmark Financial, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$263.6K (-$3.7K)
Filed 2026-10-16
Bucket List Wealth Management, LLC
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$263.4K (-$3.6K)
Filed 2026-10-22
RIA Advisory Group LLC
DECREASED
Shares1,127 from 2,066
Change-939 (-45%)
Value$263.0K (-$225.8K)
Filed 2026-10-15
ETF Store, Inc.
INCREASED
Shares1,127 from 1,125
Change+2 (+0%)
Value$263.0K (-$3.1K)
Filed 2026-10-19
Archvest Wealth Advisors, Inc.
DECREASED
Shares1,125 from 1,165
Change-40 (-3%)
Value$262.5K (-$13.2K)
Filed 2026-10-29
Nfsg Corp
INCREASED
Shares1,125 from 1,103
Change+22 (+2%)
Value$262.5K (+$1.4K)
Filed 2026-10-15
Gilbert Capital Group, Inc.
INCREASED
Shares1,124 from 860
Change+264 (+31%)
Value$262.2K (+$58.7K)
Filed 2026-10-28
Fifth Third Securities, Inc.
NEW
Shares1,123
Change+1,123
Value$262.0K
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares1,117 from 1,133
Change-16 (-1%)
Value$260.6K (-$7.5K)
Filed 2026-10-27
Reap Financial Group, LLC
INCREASED
Shares1,116 from 1,111
Change+5 (+0%)
Value$260.3K (-$2.7K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
NEW
Shares1,115
Change+1,115
Value$260.1K
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares1,114 from 885
Change+229 (+26%)
Value$259.9K (+$50.5K)
Filed 2026-10-15
Soltis Investment Advisors LLC
DECREASED
Shares1,107 from 1,199
Change-92 (-8%)
Value$258.4K (-$25.4K)
Filed 2026-10-28
ShankerValleau Wealth Advisors, Inc.
NEW
Shares1,104
Change+1,104
Value$257.6K
Filed 2026-10-16
Trust Co of Oklahoma
DECREASED
Shares1,100 from 2,475
Change-1,375 (-56%)
Value$256.6K (-$329.0K)
Filed 2026-10-15
Amarillo National Bank
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$254.3K (-$3.6K)
Filed 2026-10-23
G2 Capital Management, LLC / OH
DECREASED
Shares1,089 from 1,176
Change-87 (-7%)
Value$254.1K (-$24.2K)
Filed 2026-10-23
Capital CS Group, LLC
NEW
Shares1,079
Change+1,079
Value$251.6K
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares1,078 from 1,076
Change+2 (+0%)
Value$251.6K (-$3.1K)
Filed 2026-11-02
Investment House LLC
INCREASED
Shares1,071 from 971
Change+100 (+10%)
Value$249.9K (+$20.1K)
Filed 2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED
Shares1,071 from 1,096
Change-25 (-2%)
Value$249.9K (-$9.5K)
Filed 2026-10-30
Triangle Securities Wealth Management
DECREASED
Shares1,071 from 1,080
Change-9 (-1%)
Value$249.8K (-$5.8K)
Filed 2026-10-14
Piedmont Capital Management, LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$249.6K (-$3.5K)
Filed 2026-10-21
Marathon Capital Management
DECREASED
Shares1,069 from 1,144
Change-75 (-7%)
Value$249.4K (-$21.3K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares1,068 from 1,088
Change-20 (-2%)
Value$249.2K (-$8.3K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$249.2K (-$3.5K)
Filed 2026-10-19
55 North Private Wealth, LLC
INCREASED
Shares1,067 from 1,066
Change+1 (+0%)
Value$248.9K (-$3.3K)
Filed 2026-10-20
AA Financial Advisors, LLC
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$248.9K (-$3.5K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$246.4K (-$3.5K)
Filed 2026-10-13
Gill Capital Partners, LLC
INCREASED
Shares1,054 from 697
Change+357 (+51%)
Value$245.9K (+$81.0K)
Filed 2026-10-13
Anchor Capital Advisors LLC
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$245.4K (-$3.5K)
Filed 2026-11-05
Redwood Financial Network Corp
INCREASED
Shares1,047 from 1,017
Change+30 (+3%)
Value$244.4K (+$3.8K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$243.5K (-$3.4K)
Filed 2026-10-29
Balentine LLC
INCREASED
Shares1,043 from 1,039
Change+4 (+0%)
Value$243.4K (-$2.5K)
Filed 2026-11-03
Prism Planning Partners LLC
INCREASED
Shares1,040 from 878
Change+162 (+18%)
Value$242.6K (+$34.9K)
Filed 2026-10-27
Elco Management Co., LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$242.6K (-$3.4K)
Filed 2026-10-14
Core Wealth Partners LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$241.0K (-$3.4K)
Filed 2026-11-02
Heritage Investment Group, Inc.
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$241.0K (-$3.4K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$240.8K (-$3.4K)
Filed 2026-10-20
Kingsman Wealth Management, Inc.
INCREASED
Shares1,030 from 1,026
Change+4 (+0%)
Value$240.3K (-$2.5K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
INCREASED
Shares1,030 from 1,028
Change+2 (+0%)
Value$240.3K (-$2.9K)
Filed 2026-10-20
Rockline Wealth Management, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$240.1K (-$3.4K)
Filed 2026-10-26
Arjuna Capital
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$239.8K (-$3.4K)
Filed 2026-11-03
SpringVest Wealth Management LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$239.9K (-$3.4K)
Filed 2026-10-27
IPG Investment Advisors LLC
INCREASED
Shares1,024 from 857
Change+167 (+19%)
Value$238.9K (+$36.1K)
Filed 2026-10-30
Highland Financial Advisors, LLC
NEW
Shares1,022
Change+1,022
Value$238.4K
Filed 2026-10-19
Bestgate Wealth Advisors, LLC
NEW
Shares1,015
Change+1,015
Value$236.8K
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,013 from 1,010
Change+3 (+0%)
Value$236.4K (-$2.6K)
Filed 2026-11-02
SilverOak Wealth Management LLC
DECREASED
Shares1,010 from 1,318
Change-308 (-23%)
Value$235.6K (-$76.2K)
Filed 2026-10-29
Colonial River Investments, LLC
DECREASED
Shares1,010 from 1,012
Change-2 (0%)
Value$235.6K (-$3.8K)
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares1,004 from 1,000
Change+4 (+0%)
Value$234.1K (-$2.4K)
Filed 2026-10-19
Avalon Capital Management
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$233.8K (-$3.3K)
Filed 2026-11-04
Legacy Wealth Partners, LLC
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$233.8K (-$3.3K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
NEW
Shares1,000
Change+1,000
Value$233.3K
Filed 2026-10-22
WoodTrust Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$233 (-$236.8K)
Filed 2026-10-09
First Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$233.3K (-$3.3K)
Filed 2026-10-13
Lmcg Investments, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$233.3K (-$3.3K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$232.8K (-$3.3K)
Filed 2026-10-05
Bennett Selby Investments LP
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$232.7K (-$3.3K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares995 from 880
Change+115 (+13%)
Value$232.1K (+$23.9K)
Filed 2026-10-26
BAR Harbor Wealth Management
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$232.1K (-$3.3K)
Filed 2026-10-21
Chesley Taft & Associates LLC
INCREASED
Shares993 from 953
Change+40 (+4%)
Value$231.7K (+$6.2K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
INCREASED
Shares990 from 988
Change+2 (+0%)
Value$230.9K (-$3.0K)
Filed 2026-10-15
Capital Management Corp
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$231.0K (-$3.3K)
Filed 2026-10-29
Goldstein Advisors, LLC
NEW
Shares989
Change+989
Value$230.7K
Filed 2026-10-15
Chapin Davis, Inc.
DECREASED
Shares989 from 1,028
Change-39 (-4%)
Value$230.6K (-$12.6K)
Filed 2026-10-09
Southern Capital Advisors, LLC
DECREASED
Shares987 from 992
Change-5 (0%)
Value$230.3K (-$4.5K)
Filed 2026-10-26
Karras Company, Inc.
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$230.2K (-$3.3K)
Filed 2026-10-16
Navigation Group, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$229.8K (-$3.3K)
Filed 2026-10-28
Valley Brook Capital Group, Inc.
INCREASED
Shares984 from 983
Change+1 (+0%)
Value$229.6K (-$2.9K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares981 from 1,211
Change-230 (-19%)
Value$228.9K (-$57.7K)
Filed 2026-10-14
Trust Co of the South
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$227.5K (-$3.2K)
Filed 2026-10-21
Gateway Investment Advisers LLC
NEW
Shares972
Change+972
Value$226.8K
Filed 2026-10-13
Morangie Management LLC
INCREASED
Shares970 from 969
Change+1 (+0%)
Value$226.2K (-$3.2K)
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares968 from 964
Change+4 (+0%)
Value$225.8K (-$2.4K)
Filed 2026-10-23
Altiora Financial Group, LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$225.1K (-$3.2K)
Filed 2026-11-04
Legacy Financial Group, Inc.
DECREASED
Shares964 from 972
Change-8 (-1%)
Value$224.9K (-$5.1K)
Filed 2026-10-21
CapWealth Advisors, LLC
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$224.7K (-$3.2K)
Filed 2026-10-05
Coastline Trust Co
DECREASED
Shares962 from 1,022
Change-60 (-6%)
Value$224.4K (-$17.4K)
Filed 2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares955 from 4,191
Change-3,236 (-77%)
Value$222.8K (-$769.2K)
Filed 2026-10-14
Sound Financial Strategies Group, LLC
DECREASED
Shares955 from 1,014
Change-59 (-6%)
Value$222.8K (-$17.1K)
Filed 2026-10-30
Allen Capital Group, LLC
INCREASED
Shares954 from 930
Change+24 (+3%)
Value$222.6K (+$2.5K)
Filed 2026-10-27
Westhampton Capital, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$222.6K (-$3.2K)
Filed 2026-10-30
Vestment Financial LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$222.0K (-$5.6K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$222.6K (-$3.2K)
Filed 2026-10-14
Intergy Private Wealth, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$222.6K (-$3.2K)
Filed 2026-10-16
ICW Investment Advisors LLC
NEW
Shares953
Change+953
Value$222.4K
Filed 2026-10-27
Alliance Wealth Advisors, LLC
NEW
Shares953
Change+953
Value$222.3K
Filed 2026-10-14
Walleye Partners, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$221.6K (-$3.1K)
Filed 2026-10-13
Univest Financial Corp
DECREASED
Shares942 from 1,167
Change-225 (-19%)
Value$219.8K (-$56.4K)
Filed 2026-11-05
Mcdonald Partners LLC
INCREASED
Shares940 from 869
Change+71 (+8%)
Value$219.3K (+$13.7K)
Filed 2026-11-03
Foundry Financial LLC
NEW
Shares937
Change+937
Value$218.6K
Filed 2026-10-16
Kenora Financial, LLC
NEW
Shares937
Change+937
Value$218.6K
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
NEW
Shares936
Change+936
Value$218.3K
Filed 2026-10-20
Nearside Advisors, LLC
NEW
Shares931
Change+931
Value$217.2K
Filed 2026-10-20
Canvas Wealth Advisors, LLC
DECREASED
Shares930 from 1,489
Change-559 (-38%)
Value$231.7K (-$120.6K)
Filed 2026-11-02
Grand Central Investment Group
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$217.0K (-$3.1K)
Filed 2026-11-02
Granite Group Advisors, LLC
NEW
Shares929
Change+929
Value$216.7K
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares926 from 934
Change-8 (-1%)
Value$216.0K (-$4.8K)
Filed 2026-10-29
Optivise Advisory Services LLC
DECREASED
Shares925 from 934
Change-9 (-1%)
Value$215.7K (-$5.2K)
Filed 2026-10-19
Columbia Bank
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$215.8K (-$3.1K)
Filed 2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$215.6K (-$3.1K)
Filed 2026-10-30
Bright Futures Wealth Management, Llc.
NEW
Shares915
Change+915
Value$213.6K
Filed 2026-10-23
Nabity-Jensen Investment Management Inc
DECREASED
Shares915 from 927
Change-12 (-1%)
Value$213.5K (-$5.9K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$213.0K (-$3.0K)
Filed 2026-10-15
Alternative Investment Advisors, Llc.
INCREASED
Shares912 from 909
Change+3 (+0%)
Value$213.0K (-$2.2K)
Filed 2026-11-03
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$212.3K (-$3.0K)
Filed 2026-10-14
Private Wealth Partners, LLC
NEW
Shares906
Change+906
Value$211.4K
Filed 2026-10-22
TFC Financial Management, Inc.
INCREASED
Shares903 from 899
Change+4 (+0%)
Value$210.6K (-$2.2K)
Filed 2026-10-26
Abundance Wealth Counselors
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$210.4K (-$3.0K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$209.3K (-$3.0K)
Filed 2026-10-16
Gibbs Wealth Management
NEW
Shares892
Change+892
Value$208.1K
Filed 2026-10-22
APS Management Group, Inc.
DECREASED
Shares892 from 920
Change-28 (-3%)
Value$208.1K (-$9.6K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
NEW
Shares891
Change+891
Value$207.9K
Filed 2026-10-15
Warren Street Wealth Advisors, LLC
INCREASED
Shares890 from 888
Change+2 (+0%)
Value$207.7K (-$2.4K)
Filed 2026-11-04
Hudock, Inc.
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$206.5K (-$2.9K)
Filed 2026-10-14
Builder Investment Group Inc
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$206.0K (-$2.9K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares882 from 1,365
Change-483 (-35%)
Value$205.8K (-$117.2K)
Filed 2026-10-16
Brighton Securities Corp.
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$205.3K (-$2.9K)
Filed 2026-10-08
Carmel Capital Partners, LLC
DECREASED
Shares877 from 878
Change-1 (0%)
Value$204.7K (-$3.2K)
Filed 2026-11-03
WealthPLAN Partners, LLC
INCREASED
Shares874 from 865
Change+9 (+1%)
Value$203.8K (-$828)
Filed 2026-10-15
James Investment Research, Inc.
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$203.9K (-$2.9K)
Filed 2026-10-22
4J Wealth Management LLC
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$203.4K (-$2.9K)
Filed 2026-11-02
HBW Advisory Services LLC
NEW
Shares865
Change+865
Value$201.7K
Filed 2026-10-15
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$200.9K (-$2.9K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$200.9K (-$2.9K)
Filed 2026-10-16
NTV Asset Management LLC
DECREASED
Shares860 from 900
Change-40 (-4%)
Value$200.8K (-$12.3K)
Filed 2026-10-23
Carolina Wealth Management Inc
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$200.2K (-$2.8K)
Filed 2026-10-29
Entrust Financial LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$199.6K (-$2.8K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares848 from 55
Change+793 (+1442%)
Value$198 (-$12.8K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$187.0K (-$1.5K)
Filed 2026-10-08
Winthrop Capital Management, LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$182.9K (-$3.1K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares780
Change+780
Value$182.0K
Filed 2026-10-27
Princeton Global Asset Management LLC
DECREASED
Shares777 from 1,178
Change-401 (-34%)
Value$181.3K (-$97.6K)
Filed 2026-10-21
Syntax Research, Inc.
INCREASED
Shares776 from 773
Change+3 (+0%)
Value$181.2K (-$1.8K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$180.1K (-$2.6K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares760 from 694
Change+66 (+10%)
Value$177.2K (+$13.0K)
Filed 2026-10-29
Gen-Wealth Partners Inc
DECREASED
Shares759 from 1,772
Change-1,013 (-57%)
Value$177.2K (-$242.0K)
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares757 from 755
Change+2 (+0%)
Value$176.8K (-$3.3K)
Filed 2026-10-09
Richardson Capital Management LLC
DECREASED
Shares754 from 774
Change-20 (-3%)
Value$175.9K (-$7.3K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares736 from 849
Change-113 (-13%)
Value$171.7K (-$29.2K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
NEW
Shares728
Change+728
Value$170.0K
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$162.2K (-$2.3K)
Filed 2026-10-16
Adirondack Trust Co
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$158.9K (-$2.3K)
Filed 2026-10-14
Align Financial, LLC
INCREASED
Shares676 from 630
Change+46 (+7%)
Value$157.7K (+$8.6K)
Filed 2026-10-16
Global Trust Asset Management, LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$157.7K (-$2.2K)
Filed 2026-10-19
MB, Levis & Associates, LLC
INCREASED
Shares663 from 661
Change+2 (+0%)
Value$154.6K (-$1.8K)
Filed 2026-10-16
Newton One Investments LLC
INCREASED
Shares643 from 640
Change+3 (+0%)
Value$149.9K (-$1.5K)
Filed 2026-10-14
Point Nemo Capital, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$147.2K (-$2.1K)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares613 from 336
Change+277 (+82%)
Value$143.0K (+$63.5K)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
INCREASED
Shares570 from 367
Change+203 (+55%)
Value$132.9K (+$46.1K)
Filed 2026-10-23
Community Financial Services Group, LLC
DECREASED
Shares496 from 546
Change-50 (-9%)
Value$115.8K (-$13.3K)
Filed 2026-10-15
Godsey & Gibb, Inc
DECREASED
Shares493 from 543
Change-50 (-9%)
Value$115.0K (-$13.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares477
Change+477
Value$111.3K
Filed 2026-10-13
Financial Network Wealth Advisors LLC
NEW
Shares475
Change+475
Value$110.8K
Filed 2026-10-28
Key Capital Management, Inc
DECREASED
Shares446 from 702
Change-256 (-36%)
Value$104.1K (-$62.0K)
Filed 2026-11-03
Toth Financial Advisory Corp
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$102.7K (-$1.5K)
Filed 2026-10-08
Mainstream Capital Management LLC
NEW
Shares418
Change+418
Value$97.5K
Filed 2026-10-23
Vestor Capital, LLC
DECREASED
Shares415 from 5,193
Change-4,778 (-92%)
Value$116 (-$1.8K)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares413
Change+413
Value$96.4K
Filed 2026-10-27
Clayton Financial Group LLC
NEW
Shares407
Change+407
Value$95.0K
Filed 2026-10-13
Tradewinds Capital Management, LLC
DECREASED
Shares396 from 463
Change-67 (-14%)
Value$92.4K (-$17.2K)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
NEW
Shares370
Change+370
Value$86.3K
Filed 2026-10-01
Proathlete Wealth Management LLC
INCREASED
Shares356 from 31
Change+325 (+1048%)
Value$83.2K (+$75.8K)
Filed 2026-10-15
Creative Capital Management Investments LLC
INCREASED
Shares355 from 307
Change+48 (+16%)
Value$82.8K (+$10.2K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$80.3K (-$784)
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
NEW
Shares341
Change+341
Value$79.5K
Filed 2026-11-05
Clean Yield Group
NEW
Shares336
Change+336
Value$78.3K
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$76.1K (-$1.1K)
Filed 2026-10-26
Eukles Asset Management
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$73.3K (-$1.0K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares310 from 31
Change+279 (+900%)
Value$72.2K (+$64.9K)
Filed 2026-11-02
NorthAvenue LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$71.9K (-$1.0K)
Filed 2026-10-29
United Community Bank
INCREASED
Shares303 from 203
Change+100 (+49%)
Value$70.7K (+$22.7K)
Filed 2026-10-28
Wells Financial Advisors Inc
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$69.5K (-$987)
Filed 2026-11-02
SBK Financial, Inc.
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$68.1K (-$967)
Filed 2026-11-02
Tower Trust & Investment Co
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$67.2K (-$953)
Filed 2026-10-28
Evermay Wealth Management LLC
INCREASED
Shares285 from 210
Change+75 (+36%)
Value$66.5K (+$16.8K)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$65.4K (-$821)
Filed 2026-10-20
Highline Wealth Partners LLC
DECREASED
Shares279 from 323
Change-44 (-14%)
Value$65.2K (-$11.2K)
Filed 2026-10-19
Horrell Capital Management, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$63.9K (-$907)
Filed 2026-10-08
Compass Wealth Management LLC
NEW
Shares272
Change+272
Value$63.5K
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$63.2K (-$897)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares264 from 322
Change-58 (-18%)
Value$61.6K (-$14.7K)
Filed 2026-10-08
Wilkerson Advisory Group LLC
DECREASED
Shares254 from 283
Change-29 (-10%)
Value$59.3K (-$7.8K)
Filed 2026-10-20
Madden Securities Corp
NEW
Shares250
Change+250
Value$58.3K
Filed 2026-10-27
Legacies Wealth LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$58.3K (-$827)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares246 from 315
Change-69 (-22%)
Value$57.4K (-$17.2K)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$56 (-$1)
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$52.5K (-$745)
Filed 2026-10-19
Hartford Financial Management Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$50.2K (-$712)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$49.9K (-$709)
Filed 2026-10-15
Horizons Wealth Management
NEW
Shares211
Change+211
Value$49.2K
Filed 2026-10-05
Olistico Wealth, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$47.7K (-$677)
Filed 2026-10-05
DeDora Capital, Inc.
NEW
Shares202
Change+202
Value$47.1K
Filed 2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$44.8K (-$636)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$42.5K (-$433)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$40.8K (-$579)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$40.8K (-$580)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$40.0K (-$407)
Filed 2026-10-21
Valued Wealth Advisors LLC
INCREASED
Shares167 from 166
Change+1 (+1%)
Value$38.9K (-$425)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$38.0K (-$539)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$37.6K (-$533)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares158
Change+158
Value$37
Filed 2026-10-02
Private Wealth Management Group, LLC
DECREASED
Shares154 from 158
Change-4 (-3%)
Value$35.9K (-$1.5K)
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$34.5K (-$490)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$32.8K (-$334)
Filed 2026-11-05
Y.D. More Investments Ltd
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$31.7K (-$450)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
INCREASED
Shares132 from 7
Change+125 (+1786%)
Value$30.9K (+$29.1K)
Filed 2026-10-26
Rakuten Securities, Inc.
DECREASED
Shares131 from 346
Change-215 (-62%)
Value$30.6K (-$51.3K)
Filed 2026-11-02
Steph & Co
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$25.7K (-$364)
Filed 2026-10-07
Tompkins Financial Corp
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$25.0K (-$354)
Filed 2026-10-05
Putney Financial Group LLC
NEW
Shares105
Change+105
Value$24.5K
Filed 2026-10-30
Torren Management, LLC
NEW
Shares100
Change+100
Value$23.3K
Filed 2026-10-29
GoalVest Advisory LLC
DECREASED
Shares100 from 598
Change-498 (-83%)
Value$23.3K (-$118.2K)
Filed 2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.3K (-$331)
Filed 2026-11-04
True Wealth Design, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.3K (-$331)
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.4K (-$332)
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares95 from 245
Change-150 (-61%)
Value$22.2K (-$35.8K)
Filed 2026-10-09
American National Bank & Trust
INCREASED
Shares95 from 43
Change+52 (+121%)
Value$22.2K (+$12.0K)
Filed 2026-10-07
Buck Wealth Strategies, LLC
INCREASED
Shares93 from 90
Change+3 (+3%)
Value$21.7K (+$402)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$21.5K (-$304)
Filed 2026-10-30
Activest Wealth Management
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$21.2K (-$287)
Filed 2026-10-15
Kozak & Associates, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$20.5K (+$871)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$18.9K (-$268)
Filed 2026-10-16
Horizon Financial Services, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$18.2K (-$258)
Filed 2026-11-04
Friedenthal Financial
NEW
Shares75
Change+75
Value$17.5K
Filed 2026-10-27
Country Trust Bank
INCREASED
Shares73 from 16
Change+57 (+356%)
Value$17.0K (+$13.2K)
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares70
Change+70
Value$16.3K
Filed 2026-10-20
Navigoe, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$16 ($0)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares68 from 67
Change+1 (+1%)
Value$15.7K (-$161)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.9K (-$197)
Filed 2026-10-22
Fairway Wealth LLC
NEW
Shares59
Change+59
Value$13.8K
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$13.8K (-$196)
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$12.8K (-$182)
Filed 2026-10-06
PayPay Securities Corp
INCREASED
Shares53 from 52
Change+1 (+2%)
Value$12.4K (+$61)
Filed 2026-10-27
First Community Trust NA
NEW
Shares50
Change+50
Value$11.7K
Filed 2026-10-07
Birch Financial Group, LLC
NEW
Shares36
Change+36
Value$8.4K
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.4K (-$119)
Filed 2026-10-02
Bank & Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$7.0K (-$100)
Filed 2026-10-07
DT Investment Partners, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.8K (-$96)
Filed 2026-10-27
Centerpoint Advisors, LLC
INCREASED
Shares23 from 14
Change+9 (+64%)
Value$5 (+$2)
Filed 2026-11-05
Sfam, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.4K (-$76)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$5.1K (+$297)
Filed 2026-11-03
Carota Wealth Management
NEW
Shares20
Change+20
Value$4.7K
Filed 2026-11-03
Gold Investment Management Ltd.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.4K (-$65)
Filed 2026-10-19
Catherine Avery Investment Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.2K (-$59)
Filed 2026-10-14
Networth Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.2K (-$43)
Filed 2026-11-03
CGC Financial Services, LLC
NEW
Shares16
Change+16
Value$3.7K
Filed 2026-10-13
Go Invest LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.7K (-$53)
Filed 2026-10-09
Covestor Ltd
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2 ($0)
Filed 2026-10-30
Vision Financial Markets LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (-$9)
Filed 2026-10-22
Montgomery Financial Services LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$16)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$467 (-$7)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 42,168
Change-42,168 (-100%)
Value$0 (-$10.0M)
Filed 2026-11-05
Hofer & Associates. Inc
CLOSED
Shares0 from 30,540
Change-30,540 (-100%)
Value$0 (-$7.2M)
Filed 2026-10-13
Luminvest Wealth Management LLC
CLOSED
Shares0 from 5,582
Change-5,582 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Sage Capital Advisors,llc
CLOSED
Shares0 from 5,111
Change-5,111 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
Nixon Peabody Trust Co
CLOSED
Shares0 from 4,076
Change-4,076 (-100%)
Value$0 (-$964.5K)
Filed 2026-10-23
Sendero Wealth Management, LLC
CLOSED
Shares0 from 3,932
Change-3,932 (-100%)
Value$0 (-$930.3K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,008
Change-3,008 (-100%)
Value$0 (-$711.8K)
Filed 2026-10-27
James Hambro & Partners LLP
CLOSED
Shares0 from 2,737
Change-2,737 (-100%)
Value$0 (-$647.5K)
Filed 2026-10-19
Avestar Capital, LLC
CLOSED
Shares0 from 2,659
Change-2,659 (-100%)
Value$0 (-$629.1K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$406.7K)
Filed 2026-10-19
Golden Reserve Retirement LLC
CLOSED
Shares0 from 1,589
Change-1,589 (-100%)
Value$0 (-$376.0K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 1,583
Change-1,583 (-100%)
Value$0 (-$374.5K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$254.7K)
Filed 2026-11-03
Omega Financial Group, LLC
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$250.9K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$247.7K)
Filed 2026-10-06
Financial Discovery Group Inc
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$246.0K)
Filed 2026-11-03
Eagle Bluffs Wealth Management LLC
CLOSED
Shares0 from 994
Change-994 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-20
NBT Bank, N.A.
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 954
Change-954 (-100%)
Value$0 (-$225.7K)
Filed 2026-11-03
Harbor Group, Inc.
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-14
Cynosure Group, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$214.1K)
Filed 2026-11-03
Aviso Wealth Management
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-16
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 861
Change-861 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-16
Rinkey Investments
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-28
Iams Wealth Management, LLC
CLOSED
Shares0 from 854
Change-854 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-15
Dodds Wealth, LLC
CLOSED
Shares0 from 851
Change-851 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-02
Foster Group, Inc.
CLOSED
Shares0 from 847
Change-847 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-13
SP Asset Management LLC
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$156.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$114.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$114.5K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$89.9K)
Filed 2026-10-29
First Pacific Financial
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$61.8K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$58.2K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$51.2K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$47.3K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$43.0K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$33.4K)
Filed 2026-10-19
Atlatl Advisers LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$26.7K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-29
Bangor Savings Bank
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$12.8K)
Filed 2026-10-23
J.Safra Asset Management Corp
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$236)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.4M (+$275.1K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 21,358,826
Change-21,358,826 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,212,733
Change-13,212,733 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,667,534
Change-10,667,534 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,056,282
Change-10,056,282 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,471,819
Change-9,471,819 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,131,746
Change-7,131,746 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,364,215
Change-6,364,215 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,245,312
Change-6,245,312 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,179,545
Change-4,179,545 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,194,824
Change-3,194,824 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,577,266
Change-2,577,266 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,356,586
Change-2,356,586 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,318,930
Change-2,318,930 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,313,712
Change-2,313,712 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,300,589
Change-2,300,589 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,237,985
Change-2,237,985 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,519,922
Change-1,519,922 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,506,493
Change-1,506,493 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,371,321
Change-1,371,321 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,285,097
Change-1,285,097 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,241,734
Change-1,241,734 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,238,223
Change-1,238,223 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,237,628
Change-1,237,628 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,046,300
Change-1,046,300 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 988,361
Change-988,361 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 983,479
Change-983,479 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 840,863
Change-840,863 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 780,274
Change-780,274 (-100%)
Value—
Blair William & Co
N/A
Shares— from 718,567
Change-718,567 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 703,627
Change-703,627 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 700,902
Change-700,902 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 682,120
Change-682,120 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 636,627
Change-636,627 (-100%)
Value—
&partners
N/A
Shares— from 607,172
Change-607,172 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 597,388
Change-597,388 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 591,708
Change-591,708 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 581,667
Change-581,667 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 580,039
Change-580,039 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 546,238
Change-546,238 (-100%)
Value—
FMR LLC
N/A
Shares— from 527,214
Change-527,214 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 502,877
Change-502,877 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 501,401
Change-501,401 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 496,181
Change-496,181 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 423,147
Change-423,147 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 423,010
Change-423,010 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 396,730
Change-396,730 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 371,880
Change-371,880 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 371,405
Change-371,405 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 368,338
Change-368,338 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 353,000
Change-353,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 339,068
Change-339,068 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 336,751
Change-336,751 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 330,832
Change-330,832 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 323,157
Change-323,157 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 303,630
Change-303,630 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 301,234
Change-301,234 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 273,439
Change-273,439 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 257,239
Change-257,239 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 248,453
Change-248,453 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 248,110
Change-248,110 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 227,409
Change-227,409 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 225,476
Change-225,476 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 219,803
Change-219,803 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 218,582
Change-218,582 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 210,679
Change-210,679 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 209,921
Change-209,921 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 186,771
Change-186,771 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 184,845
Change-184,845 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 184,786
Change-184,786 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 183,565
Change-183,565 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 181,557
Change-181,557 (-100%)
Value—
Betterment LLC
N/A
Shares— from 172,908
Change-172,908 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 171,297
Change-171,297 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 169,693
Change-169,693 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 165,623
Change-165,623 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 157,956
Change-157,956 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 156,565
Change-156,565 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 154,736
Change-154,736 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 151,846
Change-151,846 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 151,279
Change-151,279 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 150,593
Change-150,593 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 146,581
Change-146,581 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 140,137
Change-140,137 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 139,306
Change-139,306 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 139,303
Change-139,303 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 138,486
Change-138,486 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 135,491
Change-135,491 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 135,272
Change-135,272 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 133,957
Change-133,957 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 130,539
Change-130,539 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 130,531
Change-130,531 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 127,747
Change-127,747 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 125,816
Change-125,816 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 124,804
Change-124,804 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 124,162
Change-124,162 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 123,117
Change-123,117 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 123,074
Change-123,074 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 120,904
Change-120,904 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 120,723
Change-120,723 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 119,642
Change-119,642 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 119,559
Change-119,559 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 116,580
Change-116,580 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 115,533
Change-115,533 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 114,546
Change-114,546 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 111,164
Change-111,164 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 110,601
Change-110,601 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 110,414
Change-110,414 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 109,958
Change-109,958 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 109,776
Change-109,776 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 106,915
Change-106,915 (-100%)
Value—
Stephens Inc
N/A
Shares— from 105,682
Change-105,682 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 104,996
Change-104,996 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 104,486
Change-104,486 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 104,183
Change-104,183 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 102,873
Change-102,873 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 101,715
Change-101,715 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 100,570
Change-100,570 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 99,591
Change-99,591 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 98,217
Change-98,217 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 97,990
Change-97,990 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 97,877
Change-97,877 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 97,629
Change-97,629 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 96,591
Change-96,591 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 96,523
Change-96,523 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 94,506
Change-94,506 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 94,443
Change-94,443 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 92,269
Change-92,269 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 91,173
Change-91,173 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 90,563
Change-90,563 (-100%)
Value—
Diana Davis Spencer Foundation
N/A
Shares— from 88,754
Change-88,754 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 86,920
Change-86,920 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 86,874
Change-86,874 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 86,579
Change-86,579 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 86,125
Change-86,125 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 85,747
Change-85,747 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 83,264
Change-83,264 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 83,181
Change-83,181 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 82,631
Change-82,631 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 82,239
Change-82,239 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 81,857
Change-81,857 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 81,361
Change-81,361 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 81,124
Change-81,124 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 81,004
Change-81,004 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 79,125
Change-79,125 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 78,228
Change-78,228 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 77,910
Change-77,910 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 77,453
Change-77,453 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 76,464
Change-76,464 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 75,800
Change-75,800 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 74,999
Change-74,999 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 74,635
Change-74,635 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 74,612
Change-74,612 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 73,810
Change-73,810 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 73,531
Change-73,531 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 73,207
Change-73,207 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 73,070
Change-73,070 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 72,199
Change-72,199 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 71,910
Change-71,910 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 70,587
Change-70,587 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 70,408
Change-70,408 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 70,363
Change-70,363 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,296
Change-70,296 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 70,179
Change-70,179 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 69,473
Change-69,473 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 69,265
Change-69,265 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 69,130
Change-69,130 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 69,053
Change-69,053 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 68,885
Change-68,885 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 68,497
Change-68,497 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 68,389
Change-68,389 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 68,297
Change-68,297 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 67,945
Change-67,945 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 66,527
Change-66,527 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 66,470
Change-66,470 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 66,266
Change-66,266 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 65,571
Change-65,571 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 64,655
Change-64,655 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 64,042
Change-64,042 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 64,021
Change-64,021 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 63,743
Change-63,743 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 62,952
Change-62,952 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 62,938
Change-62,938 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 62,763
Change-62,763 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 62,517
Change-62,517 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 61,513
Change-61,513 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 60,707
Change-60,707 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 60,505
Change-60,505 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 60,179
Change-60,179 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 59,527
Change-59,527 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 58,935
Change-58,935 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 57,871
Change-57,871 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 57,182
Change-57,182 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 56,876
Change-56,876 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 56,820
Change-56,820 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 56,630
Change-56,630 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 56,605
Change-56,605 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 56,256
Change-56,256 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 55,607
Change-55,607 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 55,529
Change-55,529 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 55,158
Change-55,158 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 54,828
Change-54,828 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 54,452
Change-54,452 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 54,436
Change-54,436 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 54,431
Change-54,431 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 54,359
Change-54,359 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 54,281
Change-54,281 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 53,209
Change-53,209 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 53,156
Change-53,156 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 52,948
Change-52,948 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 52,630
Change-52,630 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 52,476
Change-52,476 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 51,904
Change-51,904 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 51,673
Change-51,673 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 51,631
Change-51,631 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 51,478
Change-51,478 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 51,078
Change-51,078 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 51,017
Change-51,017 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 50,024
Change-50,024 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 49,953
Change-49,953 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 49,783
Change-49,783 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 49,510
Change-49,510 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 49,253
Change-49,253 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 48,820
Change-48,820 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,914
Change-47,914 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 46,677
Change-46,677 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 46,551
Change-46,551 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 45,717
Change-45,717 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 45,628
Change-45,628 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 45,362
Change-45,362 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 45,232
Change-45,232 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 44,478
Change-44,478 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 44,413
Change-44,413 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 44,193
Change-44,193 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 43,668
Change-43,668 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 43,511
Change-43,511 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 43,319
Change-43,319 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 43,186
Change-43,186 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 43,094
Change-43,094 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 42,399
Change-42,399 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 42,170
Change-42,170 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 41,956
Change-41,956 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 41,539
Change-41,539 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 41,369
Change-41,369 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 40,837
Change-40,837 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 40,709
Change-40,709 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 40,444
Change-40,444 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 40,047
Change-40,047 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 39,217
Change-39,217 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 38,626
Change-38,626 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 38,484
Change-38,484 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 37,684
Change-37,684 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 37,649
Change-37,649 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 37,486
Change-37,486 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 37,096
Change-37,096 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 36,537
Change-36,537 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 36,501
Change-36,501 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 36,457
Change-36,457 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 36,386
Change-36,386 (-100%)
Value—
Commerce Bank
N/A
Shares— from 36,259
Change-36,259 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 36,051
Change-36,051 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 35,522
Change-35,522 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 35,246
Change-35,246 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 34,989
Change-34,989 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 34,743
Change-34,743 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 34,650
Change-34,650 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 34,499
Change-34,499 (-100%)
Value—
Nwam LLC
N/A
Shares— from 33,929
Change-33,929 (-100%)
Value—
Calydon Capital
N/A
Shares— from 33,718
Change-33,718 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 33,536
Change-33,536 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 33,520
Change-33,520 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 32,856
Change-32,856 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 32,211
Change-32,211 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 32,083
Change-32,083 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 31,868
Change-31,868 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,160
Change-31,160 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 31,081
Change-31,081 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 31,058
Change-31,058 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 31,033
Change-31,033 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 31,024
Change-31,024 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 30,958
Change-30,958 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 30,104
Change-30,104 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 29,849
Change-29,849 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 29,583
Change-29,583 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 28,454
Change-28,454 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 28,451
Change-28,451 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 27,948
Change-27,948 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 27,690
Change-27,690 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 27,602
Change-27,602 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 27,428
Change-27,428 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 27,277
Change-27,277 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 27,175
Change-27,175 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 27,101
Change-27,101 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 26,689
Change-26,689 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 26,441
Change-26,441 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,462
Change-25,462 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 25,244
Change-25,244 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 25,244
Change-25,244 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 25,123
Change-25,123 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 24,742
Change-24,742 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 24,707
Change-24,707 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 24,696
Change-24,696 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,615
Change-24,615 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 24,398
Change-24,398 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,383
Change-24,383 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,281
Change-24,281 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 24,228
Change-24,228 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 24,196
Change-24,196 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 24,063
Change-24,063 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 23,748
Change-23,748 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 23,646
Change-23,646 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 23,393
Change-23,393 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 22,717
Change-22,717 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 22,035
Change-22,035 (-100%)
Value—
S&CO Inc
N/A
Shares— from 21,632
Change-21,632 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 21,517
Change-21,517 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 21,463
Change-21,463 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 21,362
Change-21,362 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,359
Change-21,359 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 21,269
Change-21,269 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 21,143
Change-21,143 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 21,094
Change-21,094 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 21,075
Change-21,075 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 20,974
Change-20,974 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 20,947
Change-20,947 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 20,905
Change-20,905 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 20,830
Change-20,830 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 20,435
Change-20,435 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 20,404
Change-20,404 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 20,309
Change-20,309 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 20,240
Change-20,240 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 19,973
Change-19,973 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 19,811
Change-19,811 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 19,806
Change-19,806 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 19,251
Change-19,251 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 18,913
Change-18,913 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 18,892
Change-18,892 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 18,850
Change-18,850 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,611
Change-18,611 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18,227
Change-18,227 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 18,046
Change-18,046 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 17,997
Change-17,997 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 17,597
Change-17,597 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 17,591
Change-17,591 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 17,185
Change-17,185 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 17,135
Change-17,135 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 16,879
Change-16,879 (-100%)
Value—
10Elms LLP
N/A
Shares— from 16,843
Change-16,843 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 16,830
Change-16,830 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 16,745
Change-16,745 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 16,326
Change-16,326 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 16,293
Change-16,293 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 16,243
Change-16,243 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 16,079
Change-16,079 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 16,059
Change-16,059 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 15,608
Change-15,608 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 15,537
Change-15,537 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,487
Change-15,487 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,474
Change-15,474 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 15,308
Change-15,308 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 15,197
Change-15,197 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,181
Change-15,181 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 15,123
Change-15,123 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,023
Change-15,023 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 14,939
Change-14,939 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 14,891
Change-14,891 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,713
Change-14,713 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 14,624
Change-14,624 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 14,459
Change-14,459 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,359
Change-14,359 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 14,323
Change-14,323 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 14,284
Change-14,284 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 14,101
Change-14,101 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 14,073
Change-14,073 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 13,997
Change-13,997 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,673
Change-13,673 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,604
Change-13,604 (-100%)
Value—
American Trust
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 13,006
Change-13,006 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 12,778
Change-12,778 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 12,599
Change-12,599 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 12,243
Change-12,243 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 12,067
Change-12,067 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 11,701
Change-11,701 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 11,485
Change-11,485 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 11,411
Change-11,411 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 11,203
Change-11,203 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,883
Change-10,883 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 10,764
Change-10,764 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,579
Change-10,579 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,587
Change-9,587 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,457
Change-9,457 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,075
Change-9,075 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,997
Change-8,997 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 8,949
Change-8,949 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,765
Change-8,765 (-100%)
Value—
Motco
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 8,434
Change-8,434 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,274
Change-8,274 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 8,163
Change-8,163 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 7,652
Change-7,652 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Barclays PLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 6,231
Change-6,231 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Legacy Trust
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Invst, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Vorpal, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 992
Change-992 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 989
Change-989 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 951
Change-951 (-100%)
Value—
Heritage Wealth Management, Inc. s
N/A
Shares— from 950
Change-950 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 947
Change-947 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 926
Change-926 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 915
Change-915 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Main Management LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 885
Change-885 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 879
Change-879 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 857
Change-857 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 608
Change-608 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 571
Change-571 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 567
Change-567 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
EFG International AG
N/A
Shares— from 537
Change-537 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 515
Change-515 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 493
Change-493 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 485
Change-485 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Centennial Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 400
Change-400 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 374
Change-374 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 318
Change-318 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 223
Change-223 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 208
Change-208 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 196
Change-196 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 185
Change-185 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Allianz SE
N/A
Shares— from 124
Change-124 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 88
Change-88 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 40
Change-40 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
HB Wealth Management, LLC
INCREASED5,957,3385,857,815+99,523+2%$1.4B$1.4B+$2.7M2026-10-23
Signaturefd, LLC
INCREASED2,349,3752,283,297+66,078+3%$540.3M$548.1M+$7.9M2026-10-23
Commonwealth Equity Services, LLC
DECREASED2,012,7902,302,544-289,754-13%$544.8M$469.6M-$75.2M2026-11-02
Modera Wealth Management, LLC
INCREASED1,736,3281,659,600+76,728+5%$392.7M$405.1M+$12.4M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED1,444,4051,346,092+98,313+7%$319.9M$341.1M+$21.2M2026-10-13
Joel Isaacson & Co., LLC
INCREASED1,378,2641,371,589+6,675+0%$324.5M$321.6M-$3.0M2026-11-05
Howard Capital Management, LLC
UNCHANGED1,201,9571,201,95700%$284.4M$280.4M-$4.0M2026-10-16
Creative Planning
INCREASED1,196,1601,196,126+340%$283.0M$279.1M-$4.0M2026-11-02
Confluence Wealth Services, Inc.
INCREASED1,157,759989,945+167,814+17%$234.2M$270.1M+$35.9M2026-11-05
Davenport & Co LLC
INCREASED1,145,441992,810+152,631+15%$234.9M$267.2M+$32.3M2026-10-14
Aspiriant, LLC
INCREASED965,249955,047+10,202+1%$226.0M$225.2M-$791.4K2026-10-16
Bank of New York Mellon Corp
DECREASED933,435948,167-14,732-2%$224.4M$217.8M-$6.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED866,528872,972-6,444-1%$206.6M$202.2K-$206.4M2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED784,661768,127+16,534+2%$181.8M$183.1M+$1.3M2026-10-16
Truist Financial Corp
DECREASED772,719809,037-36,318-4%$191.4M$180.3M-$11.2M2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED756,006751,455+4,551+1%$177.8M$176.4M-$1.4M2026-10-30
Diversified Enterprises, LLC
INCREASED745,115719,567+25,548+4%$170.3M$173.8M+$3.6M2026-10-19
Kestra Advisory Services, LLC
INCREASED727,956701,711+26,245+4%$166.0M$169.8M+$3.8M2026-11-02
Trust Point Inc.
INCREASED557,113556,557+556+0%$131.7M$130.0M-$1.7M2026-10-27
Fifth Third Bancorp
DECREASED549,173566,771-17,598-3%$134.1M$128.1M-$6.0M2026-11-05
TD Private Client Wealth LLC
DECREASED432,533445,642-13,109-3%$105.4M$100.9M-$4.5M2026-10-28
Vise Technologies, Inc.
INCREASED396,321300,872+95,449+32%$71.2M$92.5M+$21.3M2026-10-29
Park Avenue Securities LLC
DECREASED377,934378,079-1450%$89.5M$88.2K-$89.4M2026-10-26
Brookstone Capital Management
INCREASED369,397362,292+7,105+2%$85.7M$86.2M+$458.6K2026-10-22
Hubbell Strickland Wealth Management, LLC
DECREASED331,187338,905-7,718-2%$80.2M$77.3M-$2.9M2026-10-29
US Bancorp \de\
INCREASED324,848321,033+3,815+1%$76.0M$75.8M-$173.3K2026-11-05
Advisor OS, LLC
INCREASED306,907282,286+24,621+9%$66.8M$71.6M+$4.8M2026-11-03
PDS Planning, Inc
INCREASED298,140293,378+4,762+2%$69.4M$69.6M+$139.9K2026-11-03
Paragon Capital Management Ltd
DECREASED289,619295,185-5,566-2%$69.8M$67.6M-$2.3M2026-10-09
Provenance Wealth Advisors, LLC
INCREASED282,213254,170+28,043+11%$60.1M$65.8M+$5.7M2026-10-30
Berkshire Money Management, Inc.
INCREASED280,229278,890+1,339+0%$66.0M$65.4M-$610.7K2026-10-21
True Link Financial Advisors, LLC
INCREASED280,011277,358+2,653+1%$65.6M$65.3M-$299.1K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED274,064235,116+38,948+17%$55.6M$63.9M+$8.3M2026-10-16
D.A. Davidson & Co.
INCREASED269,557243,915+25,642+11%$57.7M$62.9M+$5.2M2026-10-28
Wealth Architects, LLC
INCREASED267,233256,927+10,306+4%$60.8M$62.3M+$1.6M2026-11-03
Evensky & Katz LLC
INCREASED262,530261,759+771+0%$61.9M$61.3K-$61.9M2026-10-27
Farther Finance Advisors, LLC
INCREASED247,796212,151+35,645+17%$50.2M$57.8M+$7.6M2026-10-08
Founders Financial Securities LLC
INCREASED237,684232,260+5,424+2%$55.0M$55.5M+$496.7K2026-10-28
Noble Family Wealth, LLC
INCREASED237,428235,981+1,447+1%$55.8M$55.4M-$443.5K2026-10-26
Beacon Investment Advisory Services, Inc.
INCREASED234,484206,869+27,615+13%$48.9M$54.7M+$5.8M2026-10-13
Globalt Investments LLC / GA
DECREASED231,567239,042-7,475-3%$56.6M$54.0M-$2.5M2026-10-27
Eclectic Associates Inc
INCREASED229,297224,918+4,379+2%$53.2M$53.5M+$280.5K2026-10-09
Principle Wealth Partners LLC
DECREASED225,587226,788-1,201-1%$53.7M$52.6M-$1.0M2026-11-02
New England Private Wealth Advisors LLC
INCREASED220,699219,810+889+0%$52.5M$51.5M-$965.6K2026-10-19
AMG National Trust Bank
INCREASED212,035190,717+21,318+11%$45.1M$49.5M+$4.3M2026-11-05
Citigroup Inc
INCREASED203,536199,777+3,759+2%$47.3M$47.5M+$215.7K2026-11-04
Prodigy Asset Management LLC
INCREASED202,671201,427+1,244+1%$47.7M$47.3M-$376.3K2026-10-28
E&G Advisors, LLC
DECREASED198,884200,335-1,451-1%$47.3M$46.3M-$998.2K2026-10-13
Old Mission Investment Co LLC
INCREASED198,056196,676+1,380+1%$46.5M$46.2M-$328.9K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED198,049196,082+1,967+1%$46.4M$46.2M-$190.1K2026-10-20
Capital Advisors Wealth Management, LLC
DECREASED196,568208,342-11,774-6%$49.3M$45.9M-$3.4M2026-10-09
Mesirow Financial Investment Management, Inc.
DECREASED196,055197,505-1,450-1%$46.7M$45.7M-$991.4K2026-11-05
West Paces Advisors Inc.
INCREASED194,407193,155+1,252+1%$45.7M$45.4M-$347.2K2026-10-13
Howard Financial Services, Ltd.
INCREASED193,224191,586+1,638+1%$45.3M$45.1M-$252.0K2026-10-15
Connecticut Wealth Management, LLC
DECREASED187,148188,515-1,367-1%$44.6M$43.7M-$943.0K2026-10-13
Florida Trust Wealth Management Co
INCREASED184,247177,904+6,343+4%$42.1M$43.0M+$891.0K2026-11-05
Fidelis iM, LLC
INCREASED182,133179,381+2,752+2%$42.4M$42.5M+$48.3K2026-10-16
Laurel Wealth Advisors LLC
DECREASED174,445177,445-3,000-2%$42.0M$40.7M-$1.3M2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED173,559173,525+34+0%$41.1M$40.5M-$566.7K2026-11-04
Investment Advisory Services Inc
INCREASED170,498164,367+6,131+4%$38.9M$39.8M+$886.4K2026-10-27
Rational Advisors, Inc.
INCREASED167,011151,497+15,514+10%$35.8M$39.0M+$3.1M2026-11-02
Sapient Capital LLC
INCREASED165,207158,832+6,375+4%$37.6M$38.5M+$961.5K2026-10-08
Enclave Advisors LLC
DECREASED158,165175,144-16,979-10%$41.4M$36.9M-$4.5M2026-10-14
Human Investing LLC
DECREASED152,992156,676-3,684-2%$37.1M$35.7M-$1.4M2026-10-19
Avantax Planning Partners, Inc.
DECREASED144,875153,420-8,545-6%$36.3M$33.8M-$2.5M2026-11-03
Seneca Financial Advisors LLC
DECREASED144,356150,196-5,840-4%$35.5M$33.7M-$1.9M2026-10-28
Firestone Capital Management
INCREASED141,935141,568+367+0%$33.5M$33.1M-$383.0K2026-11-03
Studio Investment Management LLC
DECREASED141,796142,547-751-1%$33.7M$33.1M-$647.0K2026-10-22
Arlington Trust Co LLC
INCREASED140,517132,966+7,551+6%$31.5M$32.8M+$1.3M2026-10-20
Capital Advisors, Ltd. LLC
DECREASED137,878140,046-2,168-2%$33.1K$32.2K-$9702026-10-27
Crane Advisory, LLC
INCREASED137,082136,218+864+1%$32.6M$32.4M-$201.9K2026-10-13
Allen Investment Management, LLC
INCREASED136,672129,983+6,689+5%$30.8M$31.9M+$1.1M2026-11-03
Mission Wealth Management, LP
DECREASED130,537145,305-14,768-10%$34.4M$30.5M-$3.9M2026-10-15
Resonant Capital Advisors, LLC
INCREASED129,893129,495+398+0%$30.6M$30.3M-$336.0K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED128,242123,689+4,553+4%$29.3M$29.9M+$653.0K2026-11-04
Buska Wealth Management, LLC
DECREASED125,546131,990-6,444-5%$31.2M$29.3M-$1.9M2026-10-08
Americana Partners, LLC
DECREASED124,210127,651-3,441-3%$30.2M$29.0M-$1.2M2026-10-28
McCarthy Asset Management, Inc.
DECREASED122,845124,375-1,530-1%$29.4M$28.7M-$768.8K2026-10-20
Ball & Co Wealth Management Inc.
DECREASED122,175122,288-1130%$28.9M$28.5M-$430.3K2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED122,031118,186+3,845+3%$28.0M$28.5M+$505.9K2026-10-26
Granite FO LLC
INCREASED121,697121,335+362+0%$28.7M$28.4M-$317.2K2026-10-14
AGF Management LTD
DECREASED121,100123,700-2,600-2%$29.3M$28.3M-$1.0M2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED120,501123,176-2,675-2%$29.1M$28.1M-$985.5K2026-10-13
PFG Advisors
INCREASED119,117115,490+3,627+3%$27.3M$27.8M+$463.9K2026-10-16
Capital Advantage, Inc.
DECREASED117,419117,497-780%$27.8M$27.4M-$407.1K2026-10-14
Ariston Services Group
UNCHANGED117,216117,21600%$27.7M$27.3M-$388.0K2026-10-16
Lodestar Private Asset Management LLC
DECREASED116,597117,924-1,327-1%$27.9M$27.2M-$700.0K2026-10-26
GEN Financial Management, Inc.
DECREASED115,347115,778-4310%$27.4M$26.9M-$483.8K2026-10-13
IFP Advisors, Inc
INCREASED113,867109,943+3,924+4%$26.0M$26.6M+$551.6K2026-10-16
Montag A & Associates Inc
DECREASED113,553113,648-950%$26.9M$26.5M-$398.3K2026-10-29
Focus Financial Network, Inc.
INCREASED113,020112,982+38+0%$26.7M$26.4M-$365.2K2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED112,128114,747-2,619-2%$27.2M$26.2M-$990.9K2026-10-09
Burns J W & Co Inc
INCREASED109,668106,884+2,784+3%$25.3M$25.6M+$295.8K2026-10-20
Global Wealth Strategies & Associates
INCREASED109,418106,556+2,862+3%$25.2M$25.5M+$315.0K2026-10-02
Northeast Investment Management
DECREASED109,162113,018-3,856-3%$26.7M$25.5M-$1.3M2026-10-30
Markowski Investments
INCREASED108,052107,534+518+0%$25.4M$25.2M-$235.0K2026-10-30
Clarity Wealth Advisors, LLC
INCREASED107,052105,705+1,347+1%$25.0M$25.0M-$35.7K2026-10-21
SimpliFi, Inc.
DECREASED106,255106,855-600-1%$25.3M$24.8M-$493.6K2026-10-28
Family CFO Inc
INCREASED105,384104,202+1,182+1%$24.7M$24.6M-$69.3K2026-10-30
Lido Advisors, LLC
INCREASED105,21999,618+5,601+6%$23.6M$24.5M+$976.7K2026-11-04
Juno Financial Group LLC
INCREASED103,123100,746+2,377+2%$23.8M$24.1M+$221.0K2026-10-27
Wheelhouse Advisory Group LLC
INCREASED102,67596,222+6,453+7%$22.8M$24.0M+$1.2M2026-10-20
Flywheel Private Wealth LLC
DECREASED102,200102,806-606-1%$24.3M$23.8M-$481.7K2026-11-02
Dmkc Advisory Services, LLC
DECREASED101,890145,753-43,863-30%$34.5M$23.8M-$10.7M2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED101,62097,311+4,309+4%$23.0M$23.7M+$683.1K2026-10-23
Romano Brothers and Company
DECREASED100,939101,024-850%$23.9M$23.6M-$354.2K2026-10-22
SBI Securities Co., Ltd.
INCREASED100,798100,660+138+0%$23.8M$23.5M-$301.0K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED99,86099,741+119+0%$23.6M$23.3M-$302.5K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED99,73297,336+2,396+2%$23.0M$23.3M+$236.9K2026-10-21
Compass Financial Group, Inc
DECREASED99,206115,105-15,899-14%$27.2M$23.1M-$4.1M2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED97,63298,637-1,005-1%$23.3M$22.8M-$560.9K2026-10-15
Associated Banc-Corp
DECREASED97,04697,120-740%$23.0M$22.6M-$338.7K2026-10-30
Fusion Capital, LLC
DECREASED96,18597,999-1,814-2%$23.2M$22.4M-$747.7K2026-10-28
Citizens Financial Group Inc
INCREASED91,56287,802+3,760+4%$20.8M$21.4M+$586.6K2026-10-23
Hapanowicz & Associates Financial Services, Inc
INCREASED91,30289,640+1,662+2%$21.2M$21.3M+$91.4K2026-10-29
Gerald Baker Financial Group LLC
INCREASED91,08090,854+226+0%$21.5M$21.2M-$248.1K2026-10-09
Retirement Planning Group, LLC
DECREASED90,67592,401-1,726-2%$21.9M$21.2M-$708.5K2026-10-19
Integrated Advisors Network LLC
INCREASED90,26989,423+846+1%$21.2M$21.1M-$98.6K2026-10-20
Forbes J M & Co LLP
INCREASED90,04789,951+96+0%$21.3M$21.0M-$275.3K2026-10-16
Whitegate Investment Counselors, Inc.
DECREASED89,51990,225-706-1%$21.3M$20.9M-$463.3K2026-11-02
Carnegie Investment Counsel
INCREASED89,50985,341+4,168+5%$20.2M$20.9M+$690.0K2026-10-20
TD Waterhouse Canada Inc.
INCREASED89,01186,391+2,620+3%$20.4M$20.8M+$365.1K2026-10-16
Visionary Wealth Advisors
INCREASED88,66380,014+8,649+11%$18.9M$20.7M+$1.8M2026-11-04
Jnba Financial Advisors
DECREASED88,56490,466-1,902-2%$21.4M$20.7M-$743.2K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED88,30088,411-1110%$20.9M$20.6M-$318.7K2026-10-26
Snider Financial Group
INCREASED87,81487,738+76+0%$20.8M$20.5M-$272.8K2026-10-16
Apollon Financial, LLC
INCREASED87,71382,647+5,066+6%$19.6M$20.5M+$908.4K2026-10-23
Central Trust Co
DECREASED84,79386,619-1,826-2%$20.5M$19.8M-$712.7K2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED84,71965,011+19,708+30%$15.4M$19.8M+$4.4M2026-11-03
Councilmark Asset Management, LLC
DECREASED83,73283,740-80%$19.8M$19.5M-$279.2K2026-10-20
Journey Advisory Group, LLC
INCREASED83,49277,346+6,146+8%$18.3M$19.5M+$1.2M2026-11-04
Annex Advisory Services, LLC
DECREASED82,65584,964-2,309-3%$20.1M$19.3M-$819.8K2026-10-16
Kitching Partners, LLC
INCREASED82,10475,866+6,238+8%$18.0M$19.2M+$1.2M2026-11-02
Reality Financial Planning Services, LLC
INCREASED80,09979,591+508+1%$18.8M$18.7M-$145.0K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED79,83280,141-3090%$19.0M$18.6M-$337.4K2026-10-16
D.B. Root & Company, LLC
DECREASED79,02280,066-1,044-1%$18.9M$18.4M-$508.6K2026-11-04
Washington Trust Co
INCREASED78,75975,392+3,367+4%$17.8M$18.4M+$536.0K2026-10-22
High Net Worth Advisory Group LLC
INCREASED78,27377,641+632+1%$18.4M$18.3M-$109.6K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED77,96077,141+819+1%$18.3M$18.2M-$64.3K2026-10-30
Cornerstone Wealth Management, LLC
DECREASED77,13478,197-1,063-1%$18.5M$18.0M-$506.8K2026-11-04
Kraft, Davis & Associates, LLC
INCREASED75,27173,518+1,753+2%$17.5M$18.2M+$699.4K2026-10-21
CRA Financial Services, LLC
DECREASED74,68775,328-641-1%$17.8M$17.4M-$399.0K2026-10-16
SAX Wealth Advisors, LLC
INCREASED74,29972,700+1,599+2%$15.6M$17.3M+$1.7M2026-10-13
Martel Wealth Advisors LLC
DECREASED73,80474,740-936-1%$17.7M$17.2M-$465.9K2026-10-14
Integral Investment Advisors, Inc.
INCREASED73,32872,446+882+1%$17.1M$17.1M-$34.0K2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED73,07970,298+2,781+4%$16.6M$17.1M+$416.1K2026-11-02
NWF Advisory Services Inc.
INCREASED71,20070,857+343+0%$16.8M$16.6M-$154.5K2026-10-19
Motive Wealth Advisors
INCREASED70,78870,324+464+1%$16.6M$16.5M-$124.7K2026-10-26
Evergreen Capital Management LLC
INCREASED69,66268,080+1,582+2%$16.1M$16.3M+$143.8K2026-10-23
Albion Financial Group
INCREASED69,41166,703+2,708+4%$15.8M$16.2M+$411.0K2026-10-21
Aprio Wealth Management, LLC
DECREASED68,20268,637-435-1%$16.2M$15.9M-$328.6K2026-10-28
MGO One Seven LLC
INCREASED67,55766,717+840+1%$15.8M$15.8M-$24.7K2026-10-28
Family Investment Center, Inc.
DECREASED67,12567,575-450-1%$16.0M$15.7M-$328.9K2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED66,78164,034+2,747+4%$15.2M$15.6M+$428.9K2026-11-03
Curran Financial Partners, LLC
INCREASED66,68061,459+5,221+9%$14.5M$15.6M+$1.0M2026-11-04
Vigilare Wealth Management
DECREASED66,46469,399-2,935-4%$16.4M$15.5M-$914.2K2026-10-29
Hengehold Capital Management LLC
INCREASED65,70962,557+3,152+5%$14.8M$15.3M+$528.5K2026-10-16
JFS Wealth Advisors, LLC
DECREASED61,85862,667-809-1%$14.8M$14.4M-$396.2K2026-11-03
Dala Group, LLC
INCREASED61,32455,891+5,433+10%$13.2M$14.3M+$1.1M2026-10-29
Novem Group
INCREASED60,41558,462+1,953+3%$13.8M$14.1M+$262.0K2026-10-19
Dagco, Inc.
INCREASED60,00158,138+1,863+3%$13.8M$14.0M+$242.2K2026-10-20
Oak Harvest Investment Services
DECREASED59,29460,209-915-2%$14.2M$13.8M-$412.6K2026-10-20
Pecaut & Co.
INCREASED58,97357,622+1,351+2%$13.6M$13.8M+$124.4K2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED58,93054,629+4,301+8%$12.9M$13.8M+$830.3K2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED58,88358,437+446+1%$13.8M$13.7M-$89.5K2026-11-04
Adirondack Capital Advisors, LLC
INCREASED58,63852,568+6,070+12%$12.4M$13.7M+$1.2M2026-10-09
Destiny Wealth Partners, LLC
INCREASED58,28132,419+25,862+80%$7.8M$14.5M+$6.7M2026-11-05
Parallel Advisors, LLC
DECREASED57,95058,196-2460%$13.8M$13.5M-$250.2K2026-11-03
GreatBanc Trust Co
DECREASED57,94059,236-1,296-2%$14.0M$13.5M-$498.4K2026-11-04
Investment Partners, Ltd.
INCREASED57,71628,464+29,252+103%$6.7M$13.5M+$6.7M2026-10-29
Kellett Wealth Advisors, LLC
INCREASED57,62450,372+7,252+14%$11.9M$13.4M+$1.5M2026-10-15
Apella Capital, LLC
INCREASED57,46957,311+158+0%$13.7M$13.6M-$70.9K2026-10-08
Garde Capital, Inc.
UNCHANGED57,36957,36900%$13.6M$13.4M-$189.9K2026-10-29
Ddfg, Inc
DECREASED57,05657,336-2800%$13.6M$13.3M-$255.1K2026-10-15
Patriot Investment Management Group, Inc.
DECREASED56,95157,172-2210%$13.5M$13.3M-$241.0K2026-10-15
Compass Financial Group, Inc. (Ohio)
INCREASED56,68246,672+10,010+21%$11.0M$13.2M+$2.2M2026-10-19
Perigon Wealth Management, LLC
DECREASED56,57162,406-5,835-9%$14.8M$13.2M-$1.6M2026-10-22
Linscomb Wealth, Inc.
INCREASED56,11617,276+38,840+225%$4.1M$13.1M+$9.0M2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED55,95458,475-2,521-4%$13.8M$13.1M-$781.7K2026-10-14
Wealth Analytics Partners, LLC
DECREASED55,90956,876-967-2%$13.5M$13.0M-$452.4K2026-10-19
Safir Wealth Advisors, LLC
INCREASED55,45554,411+1,044+2%$12.9M$12.9M+$63.5K2026-10-16
Financial Advisory Partners, LLC
INCREASED55,30954,884+425+1%$13.0M$12.9M-$82.5K2026-10-23
Sherman Wealth Management LLC
DECREASED54,91855,736-818-1%$13.2M$12.8M-$375.5K2026-10-16
Western Pacific Wealth Management, LP
INCREASED54,79854,660+138+0%$12.9M$12.8M-$148.9K2026-10-16
Thrivent Financial for Lutherans
INCREASED54,35453,781+573+1%$12.7M$12.7K-$12.7M2026-11-05
Old National Bancorp
DECREASED54,31856,704-2,386-4%$13.4M$12.7M-$744.4K2026-10-20
CWS Financial Advisors, LLC
INCREASED53,95453,381+573+1%$12.6M$12.6M-$43.2K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED53,52051,233+2,287+4%$12.1M$12.5M+$364.0K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED52,57353,051-478-1%$12.6M$12.3M-$287.1K2026-11-05
Chatham Capital Group, Inc.
DECREASED52,27555,485-3,210-6%$13.1M$12.2M-$932.6K2026-10-16
GW Henssler & Associates LTD
INCREASED52,17847,073+5,105+11%$11.1M$12.2M+$1.0M2026-10-26
White Lighthouse Investment Management Inc.
INCREASED52,12451,946+178+0%$12.3M$12.2M-$130.3K2026-10-21
Capital Investment Advisors, LLC
DECREASED51,88652,234-348-1%$12.4M$12.1M-$254.1K2026-10-22
LS Investment Advisors, LLC
INCREASED51,22948,449+2,780+6%$11.5M$12.0M+$488.1K2026-10-13
AlphaCore Capital LLC
DECREASED50,37362,017-11,644-19%$14.7M$11.8M-$2.9M2026-11-04
Bigelow Investment Advisors, LLC
DECREASED50,20750,332-1250%$11.9M$11.7M-$195.7K2026-10-13
Crestwood Advisors Group, LLC
INCREASED49,95049,220+730+1%$11.6M$11.7M+$7.6K2026-10-27
Security Financial Services, Inc.
DECREASED49,71649,784-680%$11.8M$11.6M-$180.6K2026-10-29
Trust Co of Vermont
INCREASED49,56948,055+1,514+3%$11.4M$11.6M+$194.2K2026-10-21
Keystone Financial Group, Inc.
DECREASED48,96149,414-453-1%$11.7M$11.4M-$269.3K2026-10-13
City State Bank
INCREASED48,89847,306+1,592+3%$11.2M$11.4M+$214.8K2026-10-20
Verdence Capital Advisors LLC
INCREASED48,67825,595+23,083+90%$6.1M$11.4M+$5.3M2026-10-26
BIP Wealth, LLC
INCREASED48,36439,990+8,374+21%$9.5M$11.3M+$1.8M2026-10-22
River's Edge Wealth Management, LLC
INCREASED48,10646,636+1,470+3%$11.1M$11.6M+$561.1K2026-10-19
Souders Financial Advisors
INCREASED47,45246,609+843+2%$11.0M$11.1M+$42.3K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED46,43846,705-267-1%$11.1M$10.8M-$217.0K2026-10-19
Choreo, LLC
INCREASED45,89014,085+31,805+226%$3.3M$10.7M+$7.4M2026-10-28
Titleist Asset Management, LLC
INCREASED45,76244,270+1,492+3%$10.5M$10.7M+$201.6K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED45,7423,607+42,135+1168%$851.1K$10.7M+$9.8M2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED45,71145,802-910%$10.8M$10.7M-$172.8K2026-10-28
Mycio Wealth Partners, LLC
DECREASED45,58447,481-1,897-4%$11.2M$10.6M-$599.7K2026-11-04
Prentice Wealth Management LLC
DECREASED45,58045,662-820%$10.8M$10.6M-$170.2K2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED45,46646,999-1,533-3%$11.1M$10.6M-$513.3K2026-11-04
North Star Investment Management Corp.
INCREASED44,87944,121+758+2%$10.4M$10.5M+$30.9K2026-10-27
Koshinski Asset Management, Inc.
DECREASED44,34244,346-40%$10.5M$10.3M-$147.9K2026-10-29
Financial Planning Hawaii, Inc.
DECREASED44,27745,622-1,345-3%$10.8M$10.3M-$464.8K2026-10-13
Prospera Financial Services Inc
DECREASED44,20044,216-160%$10.5M$11.0M+$487.5K2026-11-04
Global Wealth Management, LLC
DECREASED44,16051,235-7,075-14%$12.1M$10.3M-$1.8M2026-10-15
Financial Perspectives, Inc
DECREASED43,84244,829-987-2%$10.6M$10.2M-$378.6K2026-11-03
Woodmont Investment Counsel LLC
DECREASED43,69443,967-273-1%$10.4M$10.2M-$209.2K2026-10-29
Independent Financial Group, LLC
INCREASED42,90942,697+212+1%$10.1M$10.0M-$92.0K2026-10-13
Compass Ion Advisors, LLC
INCREASED42,84742,714+133+0%$10.1M$10.0M-$110.3K2026-10-23
Oppenheimer & Co Inc
INCREASED42,64242,068+574+1%$10.0M$9.9M-$5.3K2026-10-26
180 Wealth Advisors, LLC
DECREASED42,57842,713-1350%$10.1M$9.9M-$173.1K2026-11-03
Exchange Traded Concepts, LLC
INCREASED42,27341,594+679+2%$9.8M$9.9M+$20.7K2026-10-28
Integrated Capital Management, Inc.
DECREASED42,11344,180-2,067-5%$10.5M$9.8M-$628.5K2026-10-09
Pinnacle Associates LTD
DECREASED41,79343,467-1,674-4%$10.3M$9.8M-$534.3K2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED41,74442,275-531-1%$10.0M$9.7M-$263.7K2026-10-22
Plan Group Financial, LLC
INCREASED41,22234,940+6,282+18%$8.3M$10.0M+$1.8M2026-10-22
Pathway Financial Advisors LLC
UNCHANGED40,97440,97400%$9.8M$9.6M-$217.6K2026-10-07
VestGen Advisors, LLC
INCREASED40,69540,331+364+1%$9.5M$9.5M-$48.7K2026-10-27
GC Wealth Management RIA, LLC
DECREASED40,26041,364-1,104-3%$9.8M$9.4M-$394.5K2026-11-02
Sigma Planning Corp
DECREASED40,01145,434-5,423-12%$10.8M$9.3M-$1.4M2026-10-23
Chicago Partners Investment Group LLC
DECREASED39,92440,106-1820%$9.5M$9.7M+$191.2K2026-10-27
Indivisible Partners
INCREASED39,89437,176+2,718+7%$8.8M$9.3M+$511.2K2026-10-26
Shrier Wealth Management, LLC
INCREASED39,74139,282+459+1%$9.3M$9.3M-$23.0K2026-10-20
Greenspring Advisors, LLC
INCREASED39,51620,513+19,003+93%$4.9M$9.2M+$4.4M2026-11-05
Forvis Mazars Wealth Advisors, LLC
DECREASED39,00841,203-2,195-5%$9.7M$9.1M-$648.5K2026-10-13
Clear Creek Financial Management, LLC
INCREASED38,97637,525+1,451+4%$8.9M$9.1M+$214.4K2026-10-28
New Perspectives, Inc
DECREASED38,33638,494-1580%$9.1M$8.9M-$164.3K2026-10-14
Apollon Wealth Management, LLC
DECREASED38,24538,794-549-1%$9.2M$8.9M-$256.5K2026-10-23
Madson Wealth Advisors Inc
DECREASED38,01739,095-1,078-3%$9.3M$8.9M-$381.1K2026-10-13
Trek Financial, LLC
DECREASED37,93145,576-7,645-17%$10.8M$8.8M-$1.9M2026-10-29
StoneX Group Inc.
DECREASED37,86439,561-1,697-4%$9.4M$8.8M-$527.1K2026-11-03
Lotus Asset Management LLC
INCREASED37,64037,032+608+2%$8.8M$8.8M+$19.2K2026-10-14
Venture Visionary Partners LLC
DECREASED36,41940,436-4,017-10%$9.6M$8.5M-$1.1M2026-10-07
Asset Advisory Group, Inc.
INCREASED36,30835,826+482+1%$8.5M$8.5M-$6.3K2026-10-20
Weaver Consulting Group
DECREASED36,14736,156-90%$8.6M$8.4M-$121.7K2026-10-07
First Horizon Corp
DECREASED35,96539,674-3,709-9%$9.4M$8.4M-$996.7K2026-10-26
Cypress Financial Planning LLC
DECREASED35,80237,147-1,345-4%$8.8M$8.4M-$436.8K2026-10-09
Vavra Capital Management, LLC
INCREASED35,73024,918+10,812+43%$5.9M$8.3M+$2.4M2026-10-14
Fullerton Advisors, LLC
DECREASED35,59535,646-510%$8.4M$8.3M-$130.1K2026-10-14
Assetmark, Inc
INCREASED34,76613,412+21,354+159%$3.2M$8.1M+$4.9M2026-10-21
Spire Wealth Management
INCREASED34,69733,489+1,208+4%$7.9M$8.1M+$171.0K2026-10-30
John Boyer, Inc.
INCREASED34,62133,328+1,293+4%$7.9M$8.1M+$190.7K2026-10-27
Hoese & Co LLP
DECREASED34,31934,329-100%$8.1M$8.0M-$116.0K2026-10-21
Sloy Dahl & Holst, LLC
DECREASED34,22034,603-383-1%$8.2M$8.0M-$203.9K2026-10-14
One Day In July LLC
INCREASED33,28533,246+39+0%$7.9M$7.8M-$100.9K2026-10-30
Cambridge Advisors Inc.
DECREASED33,19733,507-310-1%$7.9M$7.7M-$183.2K2026-10-19
West Financial Advisors, LLC
DECREASED33,18534,525-1,340-4%$8.2M$7.7M-$426.9K2026-10-22
SkyOak Wealth, LLC
DECREASED33,12133,160-390%$7.8M$7.7M-$118.8K2026-10-28
Genesis Private Wealth, LLC
DECREASED33,09333,146-530%$7.8M$7.7M-$122.0K2026-11-02
Roman Butler Fullerton & Co
INCREASED33,03232,544+488+2%$7.8M$8.0M+$200.6K2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED33,01132,335+676+2%$7.7M$7.7M+$50.8K2026-10-23
Kagan Cocozza Asset Management
DECREASED32,88638,355-5,469-14%$9.1M$7.7M-$1.4M2026-10-19
Acorn Wealth Advisors, LLC
INCREASED32,60532,240+365+1%$7.6M$7.6M-$21.8K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED32,32032,606-286-1%$7.7M$7.5M-$174.6K2026-10-14
Westside Investment Management, Inc.
DECREASED32,22132,421-200-1%$7.7M$7.5M-$147.6K2026-11-02
Barrett & Company, Inc.
DECREASED32,17434,124-1,950-6%$8.1M$7.5M-$567.8K2026-10-22
LifeGoal Investments, LLC
INCREASED31,8042,858+28,946+1013%$676.3K$7.4M+$6.7M2026-10-09
WealthBridge Capital Management, LLC
INCREASED31,71930,868+851+3%$7.3M$7.4M+$96.5K2026-10-16
PW Nova Financial Services LLC
INCREASED31,69130,705+986+3%$7.3M$7.4M+$128.3K2026-10-15
Arcataur Capital Management LLC
INCREASED31,67830,535+1,143+4%$7.2M$7.4M+$165.6K2026-10-21
Beacon Financial Group
DECREASED31,61132,933-1,322-4%$7.8M$7.4M-$417.6K2026-10-19
Sovran Advisors, LLC
DECREASED31,60231,728-1260%$7.6M$7.9M+$305.1K2026-11-02
Compass Financial Management LLC
INCREASED31,43830,445+993+3%$7.3M$7.3M+$40.5K2026-10-30
Gleason Group, Inc.
DECREASED31,43241,676-10,244-25%$9.9M$7.3M-$2.5M2026-10-15
Detalus Advisors, LLC
INCREASED31,31130,638+673+2%$7.2M$7.3M+$55.6K2026-10-15
McClarren Financial Advisors, Inc.
DECREASED31,19531,556-361-1%$7.5M$7.3M-$188.5K2026-10-15
Sowell Financial Services LLC
DECREASED31,16332,128-965-3%$7.6M$7.3M-$331.6K2026-10-23
Integrity Alliance, Llc.
DECREASED31,14738,618-7,471-19%$9.1M$7.3M-$1.9M2026-10-29
McGlone Suttner Wealth Management, Inc.
DECREASED31,00731,098-910%$7.4M$7.2M-$124.1K2026-10-13
Segment Wealth Management, LLC
DECREASED30,88931,931-1,042-3%$7.6M$7.2M-$348.8K2026-10-26
Creekside Partners
DECREASED30,74631,119-373-1%$7.4M$7.2M-$189.9K2026-11-04
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED29,95129,95100%$7.1M$7.0M-$99.1K2026-11-02
Aspen Wealth Management LLC
DECREASED29,93829,997-590%$7.1M$7.0M-$113.2K2026-10-14
Park National Corp
DECREASED29,90433,631-3,727-11%$8.0M$7.0M-$980.8K2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED29,60928,020+1,589+6%$6.6M$6.9M+$277.8K2026-10-29
Tennessee Valley Asset Management Partners
DECREASED29,52229,864-342-1%$7.1M$6.9M-$178.5K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED29,46328,744+719+3%$6.8M$6.9M+$72.7K2026-10-22
Ridgecrest Wealth Partners, LLC
INCREASED29,44329,329+114+0%$6.9M$6.9M-$70.5K2026-10-19
First Citizens Bank & Trust Co
INCREASED29,44229,152+290+1%$6.9M$6.9M-$28.8K2026-10-14
Waller Financial Planning Group, Inc
DECREASED29,43629,556-1200%$7.0M$6.9M-$125.8K2026-10-07
Aspen Investment Management Inc
DECREASED29,11029,260-150-1%$6.9K$6.8K-$1312026-11-05
Colony Family Offices, LLC
DECREASED29,03329,977-944-3%$7.1M$6.8M-$319.5K2026-10-22
Cora Capital Advisors LLC
DECREASED28,79429,816-1,022-3%$7.1M$6.7M-$337.1K2026-11-02
Grove Street Fiduciary, LLC
DECREASED28,59529,601-1,006-3%$7.0M$6.7M-$332.8K2026-10-13
Meridian Wealth Management, LLC
DECREASED28,49329,847-1,354-5%$7.1M$6.6M-$412.9K2026-11-05
Wedmont Private Capital
INCREASED28,47826,677+1,801+7%$6.4M$6.8M+$389.0K2026-10-09
Montis Financial, LLC
DECREASED28,47228,898-426-1%$6.8M$6.6M-$195.0K2026-11-04
Cidel Asset Management Inc
UNCHANGED28,07028,07000%$6.6M$6.5M-$92.9K2026-10-29
Brighton Jones LLC
INCREASED27,80827,600+208+1%$6.5M$6.5M-$42.7K2026-11-03
HUB Investment Partners, LLC
INCREASED27,79227,538+254+1%$6.5M$6.5M-$31.8K2026-11-03
Raab & Moskowitz Asset Management LLC
DECREASED27,76532,547-4,782-15%$7.7M$6.5M-$1.2M2026-11-02
Verum Partners LLC
DECREASED27,64928,948-1,299-4%$6.8M$6.5M-$399.0K2026-10-21
Gibson Capital, LLC
UNCHANGED27,50927,50900%$6.5M$6.4M-$91.1K2026-10-23
Frederick Financial Consultants, LLC
INCREASED27,27427,233+41+0%$6.4M$6.4M-$80.7K2026-10-29
Fiduciary Financial Group, LLC
DECREASED27,26027,571-311-1%$6.5M$6.4M-$163.8K2026-10-13
Junk Investment Group, LLC
INCREASED27,09123,718+3,373+14%$5.6M$6.3M+$708.5K2026-10-19
Golden State Wealth Management, LLC
INCREASED26,88326,804+79+0%$6.3M$6.3M-$70.1K2026-11-02
Friday Financial
INCREASED26,85220,981+5,871+28%$5.0M$6.3M+$1.3M2026-10-09
Base Wealth Management LLC
INCREASED26,83626,363+473+2%$6.2M$6.3M+$23.1K2026-10-21
San Luis Wealth Advisors LLC
DECREASED26,64626,914-268-1%$6.4M$6.2M-$151.6K2026-10-27
Yoder Wealth Management, Inc.
DECREASED26,63726,971-334-1%$6.4M$6.2M-$167.2K2026-10-13
Seamount Financial Group Inc
INCREASED26,53926,286+253+1%$6.2M$6.2M-$27.9K2026-10-21
Ledyard National Bank
DECREASED26,53528,364-1,829-6%$6.7M$6.2M-$520.6K2026-10-21
Selby Wealth Management, LLC
INCREASED26,50625,100+1,406+6%$5.9M$6.2M+$244.9K2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED26,50325,926+577+2%$6.1M$6.2M+$49.0K2026-10-15
Investment Management Trust, LLC
INCREASED26,45126,332+119+0%$6.2M$6.2M-$59.4K2026-11-05
W Advisors, LLC
INCREASED25,86625,182+684+3%$6.0M$6.0M+$76.4K2026-11-02
Howard Wealth Management, LLC
DECREASED25,73026,188-458-2%$6.2M$6.0M-$193.5K2026-10-28
Northstar Asset Management Co
DECREASED25,68526,195-510-2%$6.3M$6.3M+$7.0K2026-10-22
Infinity Wealth Counsel, LLC
INCREASED25,56324,918+645+3%$5.9M$6.0M+$68.0K2026-10-15
Scott & Selber, Inc.
DECREASED25,54725,782-235-1%$6.1M$6.0M-$140.2K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED25,43124,681+750+3%$5.8M$5.9M+$93.4K2026-10-13
Capital Planning LLC
INCREASED25,43025,390+40+0%$6.0M$5.9M-$74.8K2026-10-09
Hurlow Wealth Management Group, Inc.
DECREASED25,35826,938-1,580-6%$6.4M$5.9M-$457.9K2026-10-29
Strategic Blueprint, LLC
INCREASED25,16424,315+849+3%$5.8M$5.9M+$117.6K2026-10-22
First Premier Bank
DECREASED25,13837,952-12,814-34%$9.0K$5.9K-$3.1K2026-10-13
Pathway Financial Advisers, LLC
INCREASED24,86923,882+987+4%$5.6M$5.8M+$152.3K2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED24,81125,164-353-1%$6.0M$5.8M-$165.8K2026-11-03
Beacon Financial Advisory LLC
INCREASED24,65224,436+216+1%$5.8M$5.8M-$30.5K2026-10-16
Mosley Wealth Management
INCREASED24,44523,238+1,207+5%$5.5M$5.9M+$418.3K2026-10-16
Keystone Wealth Services, LLC
INCREASED24,43022,691+1,739+8%$5.4M$5.7M+$375.5K2026-11-03
Keybank National Association
INCREASED24,30722,855+1,452+6%$5.4M$5.7M+$263.1K2026-11-04
Salem Investment Counselors Inc
DECREASED24,17424,956-782-3%$5.9M$5.6M-$265.1K2026-10-13
Avity Investment Management Inc.
DECREASED24,11424,397-283-1%$5.8M$5.6M-$146.8K2026-10-09
Levin Capital Strategies, L.P.
DECREASED24,05924,060-10%$5.7M$5.6M-$79.6K2026-11-02
Sard Wealth Management Group, LLC
INCREASED23,86723,241+626+3%$5.5M$5.6M+$69.0K2026-10-16
Kachkovsky & Fisher, Inc.
DECREASED23,83323,942-1090%$5.7M$5.6M-$104.9K2026-10-21
Parsons Capital Management Inc
DECREASED23,59824,078-480-2%$5.7M$5.5M-$191.7K2026-10-28
Sheets Smith Wealth Management
INCREASED23,56823,485+83+0%$5.6M$5.5M-$58.4K2026-10-16
Global Financial Private Client, LLC
DECREASED23,55623,617-610%$5.6M$5.5M-$92.2K2026-10-15
Marino, Stram & Associates LLC
DECREASED23,48223,714-232-1%$5.6M$5.5M-$132.8K2026-10-22
LightSquare Wealth Management, LLC
DECREASED23,32624,728-1,402-6%$5.9M$5.4M-$408.9K2026-11-03
Baring Financial LLC
INCREASED23,32022,871+449+2%$5.4M$5.4M+$29.1K2026-10-07
Tempus Wealth Planning, LLC
INCREASED23,26223,255+7+0%$5.5M$5.4M-$75.4K2026-10-14
Pinnacle Bancorp, Inc.
DECREASED23,24324,353-1,110-5%$5.8M$5.4M-$339.5K2026-10-21
Flagstar Securities, Inc
DECREASED23,23224,905-1,673-7%$5.9M$5.4M-$473.1K2026-10-15
Centerpoint Advisory Group
DECREASED23,17324,272-1,099-5%$5.7M$5.4M-$336.7K2026-10-23
Stokes Capital Advisors, LLC
DECREASED23,12727,636-4,509-16%$6.5M$5.4M-$1.1M2026-10-09
Morton Capital Management LLC
DECREASED22,76323,346-583-2%$5.5M$5.3M-$213.4K2026-10-23
Chris Bulman Inc
DECREASED22,74123,326-585-3%$5.5M$5.3M-$214.0K2026-10-20
Perryman Financial Advisory Inc
DECREASED22,71723,067-350-2%$5.5M$5.3M-$158.1K2026-10-16
Stablepoint Partners, LLC
INCREASED22,67921,301+1,378+6%$5.0M$5.3M+$251.0K2026-11-03
MilWealth Group LLC
DECREASED22,64223,048-406-2%$5.5M$5.3M-$171.0K2026-11-02
Corda Investment Management, Llc.
DECREASED22,58423,798-1,214-5%$5.6M$5.3M-$362.0K2026-10-22
Winthrop Advisory Group LLC
INCREASED22,47221,704+768+4%$5.1M$5.2M+$107.3K2026-10-22
Mather Group, Llc.
INCREASED22,46822,173+295+1%$5.2M$5.2M-$4.8K2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED22,38622,38600%$5.3M$5.2M-$74.1K2026-10-21
Calder Financial LLC
DECREASED22,29122,440-149-1%$5.3M$5.2M-$109.0K2026-10-13
Hughes Financial Services, LLC
DECREASED22,12822,148-200%$5.2M$5.5M+$272.8K2026-10-30
Ehrlich Financial Group
INCREASED22,05721,158+899+4%$5.0M$5.1M+$139.9K2026-10-20
First Heartland Consultants, Inc.
DECREASED22,05422,332-278-1%$5.3M$5.1M-$148.7K2026-10-08
Stonebridge Financial Group, LLC
DECREASED22,03122,082-510%$5.2M$5.1M-$85.0K2026-10-01
Cypress Wealth Services, LLC
INCREASED21,91121,472+439+2%$5.1M$5.2M+$111.9K2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED21,88222,353-471-2%$5.3M$5.1M-$183.9K2026-11-05
Strategic Financial Group, LLC
DECREASED21,45634,289-12,833-37%$8.1M$5.0M-$3.1M2026-10-08
Financial Insights, Inc.
DECREASED21,43321,545-112-1%$5.1M$5.0M-$97.4K2026-10-27
Compound Planning, Inc.
INCREASED21,23121,055+176+1%$5.0M$5.0M-$28.6K2026-11-05
Clear Harbor Asset Management, LLC
DECREASED20,86120,870-90%$4.9M$4.9M-$71.1K2026-11-05
Centurion Wealth Management LLC
DECREASED20,78321,240-457-2%$5.0M$4.8M-$176.9K2026-10-13
Sincerus Advisory, LLC
DECREASED20,63121,054-423-2%$5.0M$4.8M-$168.5K2026-10-09
Post Resch Tallon Group Inc.
INCREASED20,49917,710+2,789+16%$4.2M$4.8M+$592.0K2026-10-09
Formidable Asset Management, LLC
INCREASED20,49819,419+1,079+6%$4.2M$4.9M+$674.0K2026-11-03
Client 1ST Advisory Group, LLC
DECREASED20,10920,216-107-1%$4.8M$4.7M-$91.9K2026-10-19
Kingdom Financial Group Llc.
INCREASED20,03418,808+1,226+7%$4.5M$4.7M+$223.9K2026-11-04
Krilogy Financial LLC
DECREASED19,91020,286-376-2%$4.8M$4.8M-$20.9K2026-10-13
Farmers & Merchants Investments Inc
DECREASED19,91020,096-186-1%$4.8M$4.6M-$109.9K2026-10-22
Breakwater Investment Management
DECREASED19,90521,278-1,373-6%$5.0M$4.6M-$390.8K2026-10-20
MSH Capital Advisors LLC
INCREASED19,75517,147+2,608+15%$4.1M$4.6M+$551.8K2026-11-03
Sunpointe, LLC
DECREASED19,72023,841-4,121-17%$5.6M$4.6M-$1.0M2026-10-22
Baron Wealth Management LLC
INCREASED19,70919,686+23+0%$4.7M$4.6M-$59.6K2026-10-27
Diversified Management Inc
INCREASED19,64019,249+391+2%$4.6M$4.6M+$27.5K2026-10-08
KCM Investment Advisors LLC
INCREASED19,56718,842+725+4%$4.5M$4.6M+$106.8K2026-10-27
Diversify Advisory Services, LLC
INCREASED19,25019,116+134+1%$4.6M$4.7M+$73.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED19,25019,116+134+1%$4.6M$4.7M+$73.6K2026-10-20
Tower View Wealth Management LLC
DECREASED19,24019,940-700-4%$4.7M$4.5M-$229.3K2026-10-23
Columbia Asset Management
INCREASED19,21419,204+10+0%$4.5M$4.5M-$61.2K2026-10-19
GSG Advisors LLC
INCREASED19,11118,925+186+1%$4.5M$4.5M-$19.3K2026-11-03
Royal Fund Management, LLC
INCREASED18,84018,067+773+4%$4.3M$4.4M+$120.6K2026-10-22
Quantum Financial Partners LLC
DECREASED18,78019,706-926-5%$4.7M$4.4M-$281.3K2026-10-19
Good Harbor Advisors, Inc.
INCREASED18,74315,828+2,915+18%$3.7M$4.4M+$627.7K2026-10-20
Kaydan Wealth Management, Inc.
DECREASED18,72219,656-934-5%$4.7M$4.4M-$283.0K2026-10-08
Bell Investment Advisors, Inc
DECREASED18,62718,682-550%$4.4M$4.3M-$74.6K2026-10-29
Jacobi Capital Management LLC
INCREASED18,46818,355+113+1%$4.3M$4.3M-$34.3K2026-11-05
Ritholtz Wealth Management
INCREASED18,40714,259+4,148+29%$3.4M$4.3M+$920.7K2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED18,29415,005+3,289+22%$3.6M$4.3M+$717.7K2026-10-15
Intelligent Financial Strategies
DECREASED18,28319,644-1,361-7%$4.6M$4.3M-$382.5K2026-10-16
Garrett Wealth Advisory Group, LLC
DECREASED18,14718,361-214-1%$4.3M$4.2M-$110.8K2026-10-22
CPA Asset Management Group, LLC
DECREASED18,09318,761-668-4%$4.4M$4.2M-$218.1K2026-10-26
Embree Financial Group
INCREASED18,02818,017+11+0%$4.3M$4.2M-$57.1K2026-10-22
Uptick Partners, LLC
INCREASED17,96017,503+457+3%$4.1M$4.2M+$48.8K2026-11-04
Mainsail Asset Management, LLC
INCREASED17,92017,919+1+0%$4.3M$4.3M+$2.8K2026-10-14
Simon Quick Advisors, LLC
DECREASED17,80918,570-761-4%$4.4M$4.2M-$239.2K2026-10-26
StrongBox Wealth, LLC
DECREASED17,68127,115-9,434-35%$6.4M$4.1M-$2.3M2026-11-02
TBH Global Asset Management, LLC
INCREASED17,53016,277+1,253+8%$3.9M$4.1M+$238.4K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,34416,288+1,056+6%$3.9M$4.0M+$192.3K2026-10-27
Fonville Wealth Management LLC
INCREASED17,29317,186+107+1%$4.1M$4.0M-$31.9K2026-10-28
FMA Wealth Management, LLC
INCREASED17,28017,162+118+1%$4.1M$4.0M-$29.4K2026-10-21
Steinberganna Wealth Management
DECREASED17,13617,416-280-2%$4.1M$4.0M-$122.9K2026-10-23
Oxler Private Wealth LLC
DECREASED17,12417,350-226-1%$4.1M$4.0M-$110.2K2026-10-21
Financial Solutions Advisory Group, Inc.
INCREASED17,09417,088+6+0%$4.1M$4.1M+$55.3K2026-10-28
Financial Management Network Inc
DECREASED17,08117,373-292-2%$4.1M$4.0M-$113.3K2026-10-09
BridgePort Financial Solutions, LLC
DECREASED16,99717,022-250%$4.0M$4.0M-$62.2K2026-11-02
Pittenger & Anderson Inc
INCREASED16,96316,867+96+1%$4.0M$4.0M-$33.4K2026-11-02
Whipplewood Advisors, LLC
INCREASED16,95816,664+294+2%$3.9M$4.0M+$13.4K2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED16,91716,91700%$4.0M$3.9M-$56.0K2026-10-26
Rooted Wealth Advisors, Inc.
UNCHANGED16,85216,85200%$4.0M$4.0M$02026-11-03
Baxter Bros Inc
INCREASED16,84612,280+4,566+37%$2.9M$3.9M+$1.0M2026-11-04
Facet Wealth, Inc.
INCREASED16,80014,504+2,296+16%$3.4M$3.9M+$487.7K2026-11-04
Elmwood Wealth Management, Inc.
DECREASED16,73516,780-450%$4.0M$3.9M-$66.0K2026-10-14
Beese Fulmer Investment Management, Inc.
DECREASED16,72816,829-101-1%$4.0M$3.9M-$51.0K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED16,60817,290-682-4%$4.1M$3.9M-$216.3K2026-10-22
Bailard, Inc.
DECREASED16,53718,062-1,525-8%$4.3M$3.9M-$415.6K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED16,44617,004-558-3%$4.0M$3.8M-$186.4K2026-10-23
Capital City Trust Co
INCREASED16,43914,056+2,383+17%$3.3M$3.8M+$509.5K2026-10-22
Dupree Financial Group, LLC
INCREASED16,33116,325+6+0%$3.9M$3.8M-$52.8K2026-10-09
Tranquility Partners, LLC
DECREASED16,28816,627-339-2%$3.9M$3.8M-$134.1K2026-10-20
Orser Capital Management, LLC
DECREASED16,21516,455-240-1%$3.9M$3.8M-$110.5K2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED16,19114,374+1,817+13%$3.4M$3.8M+$376.3K2026-10-14
Accel Wealth Management
INCREASED16,04115,573+468+3%$3.7M$3.7M+$57.7K2026-10-13
Emerald Advisors, LLC
INCREASED16,02513,659+2,366+17%$3.2M$3.7M+$506.7K2026-10-13
Nations Financial Group Inc,
DECREASED16,00038,541-22,541-58%$9.1M$3.7M-$5.4M2026-11-05
SeaCrest Wealth Management, LLC
INCREASED15,91514,847+1,068+7%$3.5M$3.7M+$200.2K2026-10-21
Optima Capital LLC
DECREASED15,78920,337-4,548-22%$4.8M$3.7M-$1.1M2026-10-29
Childress Capital Advisors, LLC
UNCHANGED15,78215,78200%$3.7M$3.7M-$52.2K2026-10-28
Farrell Financial LLC
DECREASED15,77615,904-128-1%$3.8M$3.7M-$82.5K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED15,76815,76800%$3.7M$3.7M-$52.1K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED15,75015,620+130+1%$3.7M$3.7M-$21.4K2026-10-08
Wealthcare Capital Partners, LLC
INCREASED15,74112,003+3,738+31%$2.8M$3.7M+$832.4K2026-10-21
Cambridge Capital Management, LLC
DECREASED15,72615,855-129-1%$3.8M$3.7M-$82.7K2026-10-19
Guilbault Capital LLC
DECREASED15,55315,628-750%$3.7M$3.6M-$69.4K2026-10-28
Equitable Trust Co
DECREASED15,51515,925-410-3%$3.8M$3.6M-$148.4K2026-10-13
Eagle Strategies LLC
DECREASED15,48815,626-138-1%$3.7M$3.6M-$84.0K2026-10-16
Atria Investments, Inc
DECREASED15,48717,391-1,904-11%$4.1M$3.6M-$501.8K2026-10-15
Financial Guidance Group, Inc.
INCREASED15,46015,443+17+0%$3.7M$3.6M-$47.2K2026-10-21
Kelleher Financial Advisors
DECREASED15,25931,572-16,313-52%$7.5M$3.6M-$3.9M2026-10-30
Pension & Wealth Management Advisors, Inc.
DECREASED15,25415,402-148-1%$3.6M$3.6M-$85.8K2026-10-16
Smith Partners Wealth Management, LLC
DECREASED15,23816,875-1,637-10%$4.0M$3.6M-$437.8K2026-11-05
Midwest Trust Co
DECREASED15,21615,237-210%$3.6M$3.6M-$55.3K2026-10-22
L. Roy Papp & Associates, LLP
DECREASED15,20016,295-1,095-7%$3.9M$3.5M-$309.4K2026-10-21
Armstrong Advisory Group, Inc
INCREASED15,08415,082+2+0%$3.6M$3.5M-$49.4K2026-10-09
Bath Savings Trust Co
INCREASED14,99614,546+450+3%$3.4M$3.5M+$56.8K2026-10-07
21 West Wealth Management LLC
DECREASED14,89715,475-578-4%$3.7M$3.5M-$186.1K2026-10-13
Forza Wealth Management, LLC
INCREASED14,87113,797+1,074+8%$3.3M$3.5M+$204.9K2026-10-20
Innova Wealth Partners
INCREASED14,83514,814+21+0%$3.5M$3.5M-$44.2K2026-10-21
Finward Bancorp
INCREASED14,78614,416+370+3%$3.4M$3.4M+$38.6K2026-10-14
Benedict Financial Advisors Inc
DECREASED14,78116,307-1,526-9%$3.9M$3.4M-$410.0K2026-10-07
Axxcess Wealth Management, LLC
DECREASED14,78020,698-5,918-29%$4.9M$3.4M-$1.4M2026-10-21
Archer Investment Corp
DECREASED14,70815,466-758-5%$3.7M$3.4M-$228.0K2026-11-05
St. Clair Advisors, LLC
INCREASED14,68114,565+116+1%$3.4M$3.4M-$21.3K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED14,49014,49000%$3.4M$3.4M-$48.0K2026-10-23
AWM Capital, LLC
INCREASED14,41514,362+53+0%$3.4M$3.4M-$35.0K2026-10-16
Lynx Investment Advisory
INCREASED14,39914,397+2+0%$3.4M$3.4M-$47.1K2026-10-27
Leo Wealth, LLC
NEW14,377—+14,377——$3.4M—2026-10-26
WealthPlan Investment Management, LLC
DECREASED14,31115,696-1,385-9%$3.7M$3.3M-$375.1K2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED14,30115,424-1,123-7%$3.6M$3.3M-$313.2K2026-10-13
Aspetuck Financial Management LLC
DECREASED14,23714,673-436-3%$3.5M$3.3M-$150.3K2026-11-04
Affiance Financial, LLC
INCREASED14,02713,972+55+0%$3.3M$3.3M-$33.5K2026-10-15
Kaizen Financial Strategies
DECREASED14,01415,809-1,795-11%$3.7M$3.3M-$468.5K2026-10-09
Wilkins Miller Wealth Management, LLC
DECREASED13,94114,021-80-1%$3.3M$3.3M-$65.0K2026-10-13
Bfsg, LLC
INCREASED13,93913,619+320+2%$3.2M$3.3M+$29.6K2026-10-30
Graetz Wealth LLC
INCREASED13,93913,699+240+2%$3.2M$3.3M+$10.5K2026-10-27
Bernzott Capital Advisors
UNCHANGED13,91613,91600%$3.3M$3.2M-$46.1K2026-10-29
Summit Wealth Group LLC / Co
INCREASED13,84212,986+856+7%$3.1M$3.2M+$156.7K2026-10-29
Landmark Wealth Management, LLC
DECREASED13,66013,858-198-1%$3.3M$3.2M-$92.2K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED13,63812,230+1,408+12%$2.9M$3.2M+$288.2K2026-11-02
RFG Advisory, LLC
INCREASED13,58313,292+291+2%$3.1M$3.2M+$23.9K2026-11-03
Hohimer Wealth Management, LLC
DECREASED13,51213,700-188-1%$3.2M$3.2M-$89.3K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED13,45614,564-1,108-8%$3.4M$3.1M-$306.8K2026-10-20
SRH Advisors, LLC
INCREASED13,43313,432+1+0%$3.2M$3.1M-$44.4K2026-10-22
International Assets Investment Management, LLC
INCREASED13,35813,260+98+1%$3.1M$3.1M-$15.9K2026-11-02
D'Orazio & Associates, Inc.
DECREASED13,25514,791-1,536-10%$3.5M$3.1M-$407.3K2026-11-04
Focused Alpha, LLC
INCREASED13,23713,047+190+1%$3.1M$3.1M+$1.2K2026-10-20
Archford Capital Strategies, LLC
INCREASED13,17713,163+14+0%$3.1M$3.1M-$40.3K2026-10-19
Citizens National Bank Trust Department
DECREASED13,13813,163-250%$3.1M$3.1M-$49.4K2026-11-04
Thrive Capital Management, LLC
INCREASED13,10811,421+1,687+15%$2.7M$3.1M+$355.7K2026-10-28
Sonata Capital Group Inc
INCREASED13,10812,708+400+3%$3.0M$3.1M+$51.3K2026-10-19
Pekin Hardy Strauss, Inc.
DECREASED13,10413,403-299-2%$3.2M$3.1M-$114.0K2026-11-02
Montecito Bank & Trust
DECREASED13,09513,125-300%$3.1M$3.1M-$50.4K2026-10-01
Sugar Maple Asset Management, LLC
INCREASED13,09412,703+391+3%$3.0M$3.1M+$49.3K2026-10-13
First National Trust Co
DECREASED13,08313,908-825-6%$3.3M$3.1M-$238.5K2026-10-28
Caldwell Trust Co
UNCHANGED13,04013,04000%$3.1M$3.0M-$43.2K2026-10-30
Cornerstone Management, Inc.
INCREASED12,96212,644+318+3%$3.0M$3.0M+$32.3K2026-10-16
MCF Advisors LLC
DECREASED12,94123,689-10,748-45%$5.6M$3.0M-$2.6M2026-10-28
Oliver Luxxe Assets LLC
INCREASED12,91612,864+52+0%$3.0M$3.0M-$30.2K2026-10-14
Klaas Financial Asset Advisors, LLC
DECREASED12,87513,274-399-3%$3.1M$3.0M-$137.0K2026-10-19
Aviance Capital Partners, LLC
DECREASED12,80012,845-450%$3.0M$3.0M-$53.0K2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED12,68612,361+325+3%$2.9M$3.0M+$34.9K2026-10-29
Sage Investment Advisers LLC
INCREASED12,56012,069+491+4%$2.9M$2.9M+$74.7K2026-10-21
Excalibur Management Corp
INCREASED12,5539,953+2,600+26%$2.4M$2.9M+$573.7K2026-11-02
Private Trust Co NA
INCREASED12,53012,125+405+3%$2.9M$2.9M+$54.2K2026-10-20
AdvisorNet Financial, Inc
INCREASED12,52811,845+683+6%$2.8M$3.0M+$203.7K2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED12,45912,868-409-3%$3.0M$2.9M-$138.2K2026-10-30
71 West Capital Partners
UNCHANGED12,44212,44200%$2.9M$2.9M-$41.2K2026-11-04
Verity & Verity, LLC
DECREASED12,36712,557-190-2%$3.0M$2.9M-$85.9K2026-10-23
Csenge Advisory Group
DECREASED12,33532,920-20,585-63%$7.8M$2.9M-$4.9M2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED12,29714,725-2,428-16%$3.2M$2.9K-$3.2M2026-11-04
Ascentis Independent Advisors
INCREASED12,211224+11,987+5351%$53.0K$2.8M+$2.8M2026-11-03
Sunburst Financial Group, LLC
INCREASED12,17412,158+16+0%$2.9M$2.8M-$36.6K2026-10-09
Larson Financial Group LLC
INCREASED12,1178,493+3,624+43%$2.0M$2.8M+$817.6K2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED12,09112,258-167-1%$2.9M$2.8M-$79.5K2026-10-19
Regions Financial Corp
DECREASED12,06712,371-304-2%$2.9M$2.8M-$111.9K2026-11-05
Macco Financial Group, Inc.
INCREASED12,06210,243+1,819+18%$2.4M$2.8M+$390.6K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED12,03312,031+2+0%$2.9M$2.9M+$68.3K2026-10-21
Wolfstich Capital, LLC
INCREASED12,0215,581+6,440+115%$1.3M$2.8M+$1.5M2026-10-14
Charter Capital Management, Llc\de
INCREASED11,92011,843+77+1%$2.8M$2.8M-$21.2K2026-10-28
Latitude Advisors, LLC
INCREASED11,86411,461+403+4%$2.7M$2.8M+$56.0K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED11,73011,495+235+2%$2.7M$2.7M+$16.8K2026-10-30
Equity Wealth Partners, LLC
INCREASED11,69311,491+202+2%$2.7M$2.7M+$9.1K2026-10-26
Philadelphia Trust Co
DECREASED11,68811,843-155-1%$2.8M$2.7K-$2.8M2026-11-05
Asset One Wealth Management LLC
DECREASED11,53412,634-1,100-9%$3.0M$2.7M-$307.7K2026-11-02
Wedbush Securities Inc
INCREASED11,47010,629+841+8%$2.5M$2.7K-$2.5M2026-10-22
Blue Trust, Inc.
INCREASED11,4687,375+4,093+56%$1.7M$2.7M+$930.5K2026-10-15
Weinberger Asset Management, Inc
INCREASED11,43211,394+38+0%$2.7M$2.7M-$69.1K2026-10-28
Simplicity Wealth,LLC
INCREASED11,39611,261+135+1%$2.7M$2.7M-$5.7K2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED11,39111,051+340+3%$2.6M$2.7M+$42.8K2026-11-05
Revisor Wealth Management LLC
DECREASED11,36911,787-418-4%$2.8M$2.7M-$88.0K2026-10-20
American Institute for Advanced Investment Management, LLP
DECREASED11,35911,666-307-3%$2.8M$2.7M-$110.2K2026-11-03
FC Advisory LLC
INCREASED11,30510,401+904+9%$2.5M$2.6M+$176.4K2026-10-05
Bryant Woods Investment Advisors, LLC
INCREASED11,2118,073+3,138+39%$1.9M$2.6M+$705.2K2026-10-26
Evanson Financial, LLC
INCREASED11,20511,191+14+0%$2.6M$2.6M-$33.7K2026-10-23
Ballast Financial Advisors LLC
INCREASED11,20310,602+601+6%$2.5M$2.6M+$105.2K2026-10-26
Tandem Capital Management Corp
DECREASED11,19811,209-110%$2.7M$2.6M-$39.7K2026-10-22
Advocate Investing Services LLC
DECREASED11,18811,917-729-6%$2.8M$2.6M-$209.4K2026-10-26
Hicks Capital Management LLC
UNCHANGED11,17911,17900%$2.6M$2.6M$02026-10-20
TPG Advisors LLC
INCREASED11,15310,855+298+3%$2.6M$2.6M+$33.8K2026-10-16
Trademark Financial Management, LLC
INCREASED10,99710,969+28+0%$2.6M$2.6M-$29.9K2026-10-23
Kwmg, LLC
DECREASED10,96511,257-292-3%$2.7M$2.6M-$105.3K2026-10-07
Versant Capital Management, Inc
UNCHANGED10,91510,91500%$2.6M$2.5M-$36.1K2026-10-02
CGN Advisors LLC
DECREASED10,89811,441-543-5%$2.7M$2.5M-$164.4K2026-10-21
Centennial Advisors, LLC
INCREASED10,85410,652+202+2%$2.5M$2.5M+$11.7K2026-10-21
Opus Capital Group, LLC
DECREASED10,84711,662-815-7%$2.8M$2.5K-$2.8M2026-10-30
Andrews Advisory Associates, LLC
DECREASED10,65211,299-647-6%$2.7M$2.5M-$188.3K2026-10-15
Power Wealth Management LLC
INCREASED10,5487,067+3,481+49%$1.7M$2.5M+$788.8K2026-10-27
Amplius Wealth Advisors, LLC
DECREASED10,44810,763-315-3%$2.5M$2.4M-$109.0K2026-10-20
Smith Salley Wealth Management
UNCHANGED10,43010,43000%$2.5M$2.4M-$34.5K2026-11-03
Matthew Goff Investment Advisor, LLC
NEW10,413—+10,413——$2.4M—2026-10-13
Capstone Wealth Management Group, Inc.
DECREASED10,38910,469-80-1%$2.5M$2.4M-$53.3K2026-10-19
Atticus Wealth Management, LLC
DECREASED10,37610,496-120-1%$2.5M$2.4M-$62.8K2026-10-20
CJM Wealth Advisers, Ltd.
UNCHANGED10,31310,31300%$2.4M$2.4M-$34.1K2026-10-27
Black Diamond Financial, LLC
DECREASED10,31210,416-104-1%$2.5M$2.4M-$59.0K2026-10-26
BOS Asset Management, LLC
INCREASED10,23710,114+123+1%$2.4M$2.4M-$4.8K2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED10,22710,560-333-3%$2.5M$2.4M-$112.7K2026-10-29
Acima Private Wealth, LLC
UNCHANGED10,22510,22500%$2.4M$2.4M-$33.8K2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED10,1839,976+207+2%$2.4M$2.4M+$15.4K2026-10-27
CFS Investment Advisory Services, LLC
DECREASED10,03010,036-60%$2.4M$2.4M-$10.2K2026-10-19
Meridian Financial Advisors, LLC
DECREASED9,99110,018-270%$2.4M$2.3M-$39.5K2026-10-14
Shira Ridge Wealth Management
INCREASED9,9109,675+235+2%$2.3M$2.3M+$22.7K2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED9,9039,766+137+1%$2.3M$2.3M-$3622026-10-05
Defined Wealth Management, LLC
DECREASED9,8649,866-20%$2.3M$2.3M-$32.9K2026-10-19
Durante & Waters, LLC
UNCHANGED9,8589,85800%$2.3M$2.3M-$32.4K2026-10-28
Robinson Smith Wealth Advisors LLC
UNCHANGED9,8079,80700%$2.3M$2.3M-$32.5K2026-10-22
Clear Wave Wealth Management LLC
DECREASED9,80311,556-1,753-15%$2.7M$2.3M-$447.2K2026-11-04
ASO Group Ltd
DECREASED9,78011,880-2,100-18%$2.8M$2.3K-$2.8M2026-11-05
TrueWealth Advisors, LLC
DECREASED9,7459,766-210%$2.3M$2.3M-$37.2K2026-10-09
Alchemi Wealth, LLC
INCREASED9,6588,717+941+11%$2.1M$2.3M+$190.7K2026-11-04
LexAurum Advisors, LLC
DECREASED9,5119,828-317-3%$2.3M$2.2M-$106.4K2026-10-19
MKT Advisors LLC
DECREASED9,5069,680-174-2%$2.3M$2.3M-$55.6K2026-10-20
Realta Investment Advisors
INCREASED9,5059,176+329+4%$2.2M$2.2M+$46.4K2026-10-14
Crescent Grove Advisors, LLC
INCREASED9,4939,491+2+0%$2.2M$2.2M-$30.8K2026-10-21
Ridgewood Investments LLC
DECREASED9,4689,538-70-1%$2.3M$2.2M-$47.8K2026-10-05
Discipline Wealth Solutions, LLC
INCREASED9,4379,393+44+0%$2.2M$2.2M-$20.8K2026-10-14
Joseph Group Capital Management
DECREASED9,2289,666-438-5%$2.3M$2.2M-$134.2K2026-11-04
Spinnaker Investment Group, LLC
DECREASED9,1899,396-207-2%$2.2M$2.1M-$79.4K2026-10-13
Blossom Wealth Management
INCREASED9,1649,108+56+1%$2.2M$2.1M-$17.1K2026-11-03
Richard C. Young & Co., Ltd.
DECREASED9,15410,182-1,028-10%$2.4M$2.1M-$273.6K2026-11-04
Nilsine Partners, LLC
INCREASED9,1306,090+3,040+50%$1.4M$2.1M+$689.1K2026-11-02
SC&H Financial Advisors, Inc.
DECREASED9,0959,489-394-4%$2.2M$2.1M-$123.5K2026-10-14
Leeward Financial Partners, LLC
DECREASED9,07010,309-1,239-12%$2.4M$2.1M-$323.2K2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED9,0658,888+177+2%$2.1M$2.1M+$11.8K2026-10-19
Johnson Bixby & Associates, LLC
DECREASED9,0539,236-183-2%$2.2M$2.1M-$73.1K2026-10-14
Successful Portfolios LLC
DECREASED9,0139,018-50%$2.2M$2.1M-$25.1K2026-10-09
Keudell ison Wealth Management
INCREASED8,9768,610+366+4%$2.0M$2.1M+$57.0K2026-10-16
Reynders McVeigh Capital Management, LLC
INCREASED8,9708,966+4+0%$2.1M$2.1M-$29.3K2026-10-30
Iron Financial LLC
INCREASED8,9678,966+1+0%$2.1M$2.1M-$29.5K2026-10-23
Nova R Wealth, Inc.
DECREASED8,9518,955-40%$2.1M$2.1M-$30.6K2026-10-26
Wetzel Investment Advisors, Inc.
DECREASED8,9109,036-126-1%$2.1M$2.1M-$59.3K2026-10-13
Peck Wealth Management, LLC
DECREASED8,8819,006-125-1%$2.1M$2.1M-$59.0K2026-10-29
Bokf, NA
INCREASED8,8527,564+1,288+17%$1.8M$2.1M+$275.5K2026-10-27
First Command Advisory Services, Inc.
INCREASED8,7786,784+1,994+29%$1.6M$2.0M+$443.0K2026-11-05
Sepio Capital, LP
UNCHANGED8,7488,74800%$2.1M$2.0M-$29.0K2026-10-22
Grange Capital, LLC
NEW8,705—+8,705——$2.0M—2026-10-20
Granville Capital, Inc.
INCREASED8,6438,627+16+0%$2.0M$2.0M-$24.9K2026-11-05
Members Wealth LLC
DECREASED8,6388,909-271-3%$2.1M$2.0M-$60.9K2026-10-20
Thompson Davis & Co., Inc.
DECREASED8,6159,363-748-8%$2.2M$2.0M-$205.5K2026-11-05
Valley Forge Investment Consultants Inc ADV
DECREASED8,5819,197-616-7%$2.2M$2.0M-$174.0K2026-11-03
Prairie Advisory, LLC
INCREASED8,5324,658+3,874+83%$1.1M$2.0M+$888.7K2026-10-19
GK Wealth Management LLC
DECREASED8,4979,808-1,311-13%$2.3M$2.0M-$338.3K2026-10-09
Collective Family Office LLC
INCREASED8,4678,458+9+0%$2.0M$2.0M-$26.1K2026-10-05
Decker Retirement Planning Inc.
INCREASED8,4287,897+531+7%$1.9M$2.0M+$97.8K2026-10-19
Fiduciary Alliance LLC
DECREASED8,40113,904-5,503-40%$3.3M$2.0M-$1.3M2026-10-13
Red Mountain Financial, LLC
INCREASED8,3908,368+22+0%$2.0M$2.0M-$22.8K2026-11-03
Cutler Investment Counsel LLC
DECREASED8,3778,402-250%$2.0M$2.0M-$33.7K2026-10-28
NovaPoint Capital, LLC
INCREASED8,3588,353+5+0%$2.0M$2.0M-$26.5K2026-10-22
Mascoma Wealth Management LLC
DECREASED8,3438,941-598-7%$2.1M$1.9M-$169.2K2026-10-23
M.E. Allison & Co., Inc.
INCREASED8,3438,342+1+0%$2.0M$1.9M-$27.4K2026-10-09
Orgel Wealth Management, LLC
INCREASED8,1888,075+113+1%$1.9M$1.9M-$3642026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED8,1778,167+10+0%$1.9M$1.9M-$24.7K2026-10-27
CPC Advisors, LLC
INCREASED8,1438,124+19+0%$1.9M$1.9M-$22.5K2026-10-21
Moneco Advisors, LLC
INCREASED8,0928,088+4+0%$1.9M$1.9M-$25.9K2026-11-05
Chicago Capital, LLC
INCREASED8,0247,885+139+2%$1.9M$1.9M+$6.3K2026-10-13
Impact Capital Partners LLC
DECREASED8,0168,043-270%$1.9M$1.9M-$33.1K2026-10-22
Patton Albertson Miller Group, LLC
DECREASED8,01511,887-3,872-33%$2.8M$1.9M-$942.7K2026-10-26
Madison Park Capital Advisors, LLC
DECREASED7,90416,237-8,333-51%$1.9M$1.8M-$66.4K2026-10-28
Independent Solutions Wealth Management, LLC
DECREASED7,9048,093-189-2%$1.9M$1.8M-$70.9K2026-10-28
Capital Squared Financial LLC
INCREASED7,8866,841+1,045+15%$1.6M$1.8M+$221.1K2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED7,8196,991+828+12%$1.7M$1.8M+$170.1K2026-10-22
Traphagen Investment Advisors LLC
DECREASED7,8108,112-302-4%$1.9M$1.8M-$97.3K2026-10-14
Inspirion Wealth Advisors, LLC
UNCHANGED7,8107,81000%$1.8M$1.8M-$24.6K2026-10-09
Carret Asset Management, LLC
INCREASED7,8097,799+10+0%$1.8M$1.8M-$23.5K2026-11-04
Sweeney & Michel, LLC
DECREASED7,7598,784-1,025-12%$2.2M$1.8M-$343.8K2026-10-16
BNC Wealth Management, LLC
DECREASED7,7367,827-91-1%$1.9M$1.8M-$47.1K2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED7,7256,859+866+13%$1.6M$1.8M+$197.1K2026-10-13
Silverlake Wealth Management LLC
DECREASED7,7228,590-868-10%$2.0M$1.8M-$231.0K2026-10-21
Cdkv Holdings LLC
INCREASED7,6847,627+57+1%$1.8M$1.8M-$11.9K2026-10-28
Marathon Wealth Advisors LLC
INCREASED7,6837,012+671+10%$1.7M$1.8M+$133.1K2026-11-04
Prospera Capital Management, LLC
INCREASED7,6573,556+4,101+115%$850.1K$1.8M+$936.4K2026-10-19
Decker Wealth Management LLC
UNCHANGED7,6367,63600%$1.8M$1.8M-$25.3K2026-10-09
Capstone Wealth Management Group, LLC
INCREASED7,6327,567+65+1%$1.8M$1.6M-$143.7K2026-11-05
WBH Advisory Inc
DECREASED7,5587,647-89-1%$1.8M$1.8M-$46.2K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED7,4765,428+2,048+38%$1.3M$1.7M+$459.8K2026-10-08
Eastern Bank
DECREASED7,4377,967-530-7%$1.9M$1.7M-$150.0K2026-10-05
Arbor Wealth Advisors LLC
INCREASED7,3407,330+10+0%$1.7M$1.7M-$22.1K2026-10-09
First American Bank
UNCHANGED7,3347,33400%$1.7M$1.7M-$24.3K2026-10-27
Lakeside Advisors, Inc.
INCREASED7,2964,863+2,433+50%$1.2M$1.7M+$551.5K2026-10-20
Nadler Financial Group, Inc.
DECREASED7,2937,329-360%$1.7M$1.7M-$32.7K2026-10-23
Stanich Group LLC
DECREASED7,2757,397-122-2%$1.8M$1.7M-$52.9K2026-10-16
Lake Street Private Wealth, LLC
DECREASED7,2717,337-66-1%$1.7M$1.7M-$39.9K2026-10-22
Advisory Solutions Group, LLC
INCREASED7,2647,059+205+3%$1.7M$1.7M+$24.5K2026-10-14
ARQ Wealth Advisors, LLC
DECREASED7,2417,387-146-2%$1.8M$1.7M-$64.5K2026-10-29
Darrow Company, Inc.
INCREASED7,1997,185+14+0%$1.7M$1.7M-$20.5K2026-10-22
Hartmann Taylor Wealth Management, LLC
UNCHANGED7,1547,15400%$1.5M$1.7M+$130.6K2026-10-14
Townsend Asset Management Corp
INCREASED7,1246,981+143+2%$1.7M$1.7M+$10.3K2026-10-29
Horst & Graben Wealth Management LLC
DECREASED7,1127,733-621-8%$1.8M$1.7M-$169.2K2026-11-02
SLT Holdings LLC
INCREASED7,0626,989+73+1%$1.7M$1.6M-$6.1K2026-10-15
XML Financial, LLC
INCREASED7,0516,754+297+4%$1.6M$1.6M+$47.0K2026-10-29
Old North State Wealth Management, LLC
DECREASED7,0287,743-715-9%$1.8M$1.6M-$192.9K2026-10-22
Mystic Asset Management, Inc.
DECREASED6,9897,314-325-4%$1.7M$1.6M-$100.0K2026-10-15
RM Financial Services, LLC
INCREASED6,9626,540+422+6%$1.5M$1.6M+$76.8K2026-11-03
Wolff Financial Management LLC
DECREASED6,9616,966-50%$1.6M$1.6M-$24.2K2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
DECREASED6,9208,896-1,976-22%$2.1M$1.6M-$490.5K2026-10-15
Evergreen Advisors, LLC
INCREASED6,9066,883+23+0%$1.6M$1.6M-$17.3K2026-10-28
Integras Partners LLC
DECREASED6,8927,121-229-3%$1.7M$1.6M-$77.0K2026-10-30
Saxon Interests, Inc.
DECREASED6,8919,493-2,602-27%$2.2M$1.6M-$638.5K2026-10-26
Silver Lake Advisory, LLC
INCREASED6,8746,868+6+0%$1.6M$1.6M-$21.2K2026-10-22
Daymark Wealth Partners, LLC
DECREASED6,8717,038-167-2%$1.7M$1.6M-$62.4K2026-11-04
Keeler & Nadler Financial Planning & Wealth Management
INCREASED6,8666,666+200+3%$1.6M$1.6M+$24.6K2026-10-28
Valeo Financial Advisors, LLC
INCREASED6,8276,736+91+1%$1.6M$1.6M-$8472026-10-08
CWA Asset Management Group, LLC
INCREASED6,8196,418+401+6%$1.5M$1.6M+$72.5K2026-10-19
Fortitude Advisory Group L.L.C.
DECREASED6,7937,615-822-11%$1.8M$1.6M-$217.0K2026-10-15
Well Done, LLC
INCREASED6,7926,420+372+6%$1.5M$1.6M+$65.5K2026-10-20
Patten Group, Inc.
DECREASED6,7766,904-128-2%$1.6M$1.6M-$52.7K2026-10-26
Biltmore Family Office, LLC
UNCHANGED6,7716,77100%$1.6M$1.6M-$22.4K2026-11-03
Duncker Streett & Co Inc
INCREASED6,7666,724+42+1%$1.6M$1.6M-$12.5K2026-10-27
BlueChip Wealth Advisors LLC
INCREASED6,7294,469+2,260+51%$1.1M$1.6M+$512.1K2026-11-03
RDA Financial Network
INCREASED6,6886,685+3+0%$1.6M$1.6M-$21.5K2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED6,6886,687+1+0%$1.6M$1.6M-$21.9K2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED6,6776,67700%$1.6M$1.6M-$22.1K2026-10-27
Mascagni Wealth Management, Inc.
INCREASED6,6706,668+2+0%$1.6M$1.6M-$21.5K2026-10-23
Essex Bank
DECREASED6,6496,949-300-4%$1.6M$1.6M-$93.0K2026-10-16
Certified Advisory Corp
DECREASED6,63211,147-4,515-40%$2.6M$1.5M-$1.1M2026-10-29
Everett Harris & Co
DECREASED6,5906,720-130-2%$1.6M$1.5M-$52.6K2026-10-28
Saxony Capital Management, LLC
DECREASED6,5886,997-409-6%$1.7M$1.5M-$118.6K2026-10-15
Tarbox Family Office, Inc.
DECREASED6,5446,825-281-4%$1.6M$1.5M-$88.1K2026-10-23
Busey Bank
INCREASED6,5246,382+142+2%$1.5M$1.5M+$12.0K2026-10-26
Aries Wealth Management
DECREASED6,5146,679-165-2%$1.6M$1.5M-$60.6K2026-10-23
Turn8 Private Wealth Inc.
INCREASED6,5015,788+713+12%$1.4M$1.5M+$147.2K2026-11-05
Bulwark Capital Corp
UNCHANGED6,4856,48500%$1.5M$1.5M-$21.5K2026-10-13
Towerpoint Wealth, LLC
INCREASED6,4726,135+337+5%$1.5M$1.5M+$58.3K2026-10-13
Rose Capital Advisors LLC
INCREASED6,4571,450+5,007+345%$343.1K$1.5M+$1.2M2026-11-04
AUA Capital Management, LLC
DECREASED6,4376,504-67-1%$1.5M$1.5M-$37.1K2026-10-15
Avior Wealth Management, LLC
DECREASED6,4166,880-464-7%$1.6M$1.5M-$131.1K2026-10-13
Wesbanco Bank Inc
DECREASED6,4067,236-830-11%$1.7M$1.5M-$217.6K2026-11-04
Bluesphere Advisors LLC
DECREASED6,4056,935-530-8%$1.6M$1.5M-$146.7K2026-10-19
Wiser Wealth Management, Inc
INCREASED6,3926,033+359+6%$1.4M$1.5M+$63.8K2026-10-14
Center for Financial Planning, Inc.
INCREASED6,3615,550+811+15%$1.3M$1.5M+$171.0K2026-10-26
Asempa Wealth Advisors
DECREASED6,3566,749-393-6%$1.6M$1.5M-$112.6K2026-10-07
Syverson Strege & Co
UNCHANGED6,3366,33600%$1.5M$1.5M-$21.0K2026-11-02
Abacus Wealth Partners, LLC
INCREASED6,3245,789+535+9%$1.4M$1.5M+$105.6K2026-11-03
Bison Wealth, LLC
INCREASED6,3166,014+302+5%$1.4M$1.5M+$78.5K2026-10-13
MFA Wealth Services
INCREASED6,2926,282+10+0%$1.5M$1.5M-$18.5K2026-10-14
McAdam, LLC
INCREASED6,2555,550+705+13%$1.3M$1.5M+$146.2K2026-10-21
Ignite Planners, LLC
INCREASED6,2276,192+35+1%$1.5M$1.5M-$12.2K2026-10-14
KOM Wealth Management Group, LLC
INCREASED6,2156,004+211+4%$1.4M$1.5M+$29.4K2026-10-15
Rockland Trust Co
INCREASED6,2056,090+115+2%$1.4M$1.4M+$6.7K2026-10-05
PPS&V Asset Management Consultants, Inc.
DECREASED6,1526,252-100-2%$1.5M$1.4M-$44.0K2026-10-06
Gutierrez Wealth Advisory, LLC
INCREASED6,1516,127+24+0%$1.4M$1.4M-$14.6K2026-11-02
Mayfair Advisory Group, LLC
DECREASED6,1456,446-301-5%$1.5M$1.4M-$104.8K2026-10-20
Horizon Wealth Management, LLC
INCREASED6,1446,143+1+0%$1.5M$1.4M-$20.1K2026-11-02
Creative Financial Designs Inc
DECREASED6,0926,291-199-3%$1.5M$1.4M-$67.3K2026-11-04
Angeles Wealth Management, LLC
DECREASED6,0926,177-85-1%$1.5M$1.4M-$39.8K2026-10-26
Secure Asset Management, LLC
INCREASED6,0465,423+623+11%$1.3M$1.4M+$127.4K2026-10-19
Tenret Co LLC
NEW6,040—+6,040——$1.4M—2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED6,0366,680-644-10%$1.6M$1.4M-$172.3K2026-10-26
TCI Wealth Advisors, Inc.
INCREASED6,0304,102+1,928+47%$970.7K$1.4M+$436.3K2026-10-30
Burke & Herbert Bank & Trust Co
DECREASED6,0236,279-256-4%$1.5M$1.4M-$80.5K2026-11-02
American State Bank (Iowa)
UNCHANGED6,0206,02000%$1.4M$1.4M-$19.9K2026-11-03
Forum Financial Management, LP
INCREASED5,9885,685+303+5%$1.3M$1.4M+$52.0K2026-10-16
Essex LLC
INCREASED5,9665,962+4+0%$1.4M$1.4M-$18.8K2026-10-14
Palisade Asset Management, LLC
UNCHANGED5,9575,95700%$1.4M$1.4M-$19.7K2026-11-03
Cullen T Bankers, Inc.
INCREASED5,9534,306+1,647+38%$1.0M$1.4M+$370.0K2026-10-28
Cypress Capital Group
UNCHANGED5,8945,89400%$1.4M$1.4M-$19.5K2026-11-03
Objective Capital Management, LLC
INCREASED5,8885,790+98+2%$1.4M$1.4M+$3.6K2026-10-13
Cooper S Advisors, LLC
DECREASED5,8866,086-200-3%$1.4M$1.4M-$66.8K2026-11-03
WealthCare Investment Partners, LLC
INCREASED5,8595,637+222+4%$1.3M$1.4M+$33.2K2026-11-05
M Holdings Securities, Inc.
NEW5,846—+5,846——$1.4K—2026-11-03
Clear Point Advisors Inc.
INCREASED5,8115,792+19+0%$1.4M$1.4M-$14.8K2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED5,7855,743+42+1%$1.4M$1.3M-$9.2K2026-10-29
Fiduciary Family Office, LLC
UNCHANGED5,7665,76600%$1.4M$1.3M-$19.1K2026-11-04
Ashton Thomas Securities, LLC
DECREASED5,7656,025-260-4%$1.4M$1.3M-$80.8K2026-10-26
Harmony Asset Management LLC
DECREASED5,7616,026-265-4%$1.4M$1.3M-$81.8K2026-10-20
Churchill Financial Advisors, LLC
DECREASED5,7385,961-223-4%$1.4M$1.3M-$71.8K2026-10-20
Redwood Family Wealth LLC
INCREASED5,7065,501+205+4%$1.3M$1.3M+$29.6K2026-10-20
Elevation Capital Advisory, LLC
DECREASED5,69920,472-14,773-72%$4.8M$1.3M-$3.5M2026-10-29
Trifecta Capital Advisors, LLC
INCREASED5,6735,519+154+3%$1.3M$1.3M+$17.7K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED5,6335,167+466+9%$1.2M$1.3M+$92.1K2026-11-04
MW Advisory, LLC
INCREASED5,6115,513+98+2%$1.3M$1.3M+$4.8K2026-10-19
ERn Financial, LLC
INCREASED5,6105,577+33+1%$1.3M$1.3M-$10.8K2026-10-28
RPG Investment Advisory, LLC
DECREASED5,5929,958-4,366-44%$2.4M$1.3M-$1.1M2026-10-21
Evexia Wealth LLC
DECREASED5,5567,742-2,186-28%$1.9M$1.4M-$501.0K2026-11-05
Vicus Capital
INCREASED5,5555,168+387+7%$1.2M$1.3M+$73.2K2026-11-05
Baldwin Wealth Partners LLC
UNCHANGED5,5035,50300%$1.3M$1.3M-$18.2K2026-10-13
Approach Retirement Advisors, LLC
DECREASED5,4975,533-36-1%$1.3M$1.3M-$26.9K2026-10-22
Autumn Glory Partners, LLC
INCREASED5,4833,585+1,898+53%$848.3K$1.3M+$431.0K2026-10-26
Ascent Group, LLC
INCREASED5,4675,433+34+1%$1.3M$1.3M-$10.0K2026-10-30
RVW Wealth, LLC
DECREASED5,4555,801-346-6%$1.4M$1.3M-$99.9K2026-10-06
Lincoln Capital Corp
DECREASED5,3955,495-100-2%$1.3M$1.3M-$41.5K2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED5,3655,113+252+5%$1.2M$1.3M+$41.9K2026-10-30
Greenleaf Trust
INCREASED5,3644,554+810+18%$1.1M$1.3M+$173.9K2026-10-29
Elevatus Welath Management
INCREASED5,3545,028+326+6%$1.2M$1.2M+$59.6K2026-10-19
Sutton Place Investors LLC
UNCHANGED5,3115,31100%$1.3M$1.2M-$17.6K2026-10-20
Moody Lynn Lieberson & Walker, LLC
UNCHANGED5,3075,30700%$1.3M$1.2M-$17.6K2026-10-14
IFG Advisors, LLC
INCREASED5,2885,130+158+3%$1.2M$1.2M+$19.8K2026-10-15
Lanark Financial, Inc.
DECREASED5,2638,680-3,417-39%$2.1M$1.2M-$825.9K2026-10-26
Bayban
UNCHANGED5,2545,25400%$1.2M$1.2M$02026-11-05
Accredited Investors Inc.
DECREASED5,2535,255-20%$1.2M$1.2M-$17.8K2026-11-03
Great Diamond Partners, LLC
DECREASED5,2445,328-84-2%$1.3M$1.2M-$37.2K2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED5,2445,222+22+0%$1.2M$1.2M-$12.1K2026-11-02
Rockingstone Advisors LLC
UNCHANGED5,2415,24100%$1.2M$1.2M-$17.3K2026-10-16
Rossby Financial, LCC
INCREASED5,2384,632+606+13%$1.1M$1.2M+$137.7K2026-11-05
Midway Capital Research & Management
UNCHANGED5,2365,23600%$1.2M$1.2M-$17.3K2026-10-20
Root Financial Partners, LLC
INCREASED5,2345,229+5+0%$1.2M$1.2M-$16.1K2026-10-21
Everhart Financial Group, Inc.
INCREASED5,2315,226+5+0%$1.2M$1.2M-$16.1K2026-10-08
Moulton Wealth Management, Inc
DECREASED5,2055,211-60%$1.2M$1.2M-$18.7K2026-10-13
Tsfg, LLC
DECREASED5,1945,332-138-3%$1.3M$1.2K-$1.3M2026-10-23
Fort Washington Investment Advisors Inc
DECREASED5,1799,290-4,111-44%$2.2M$1.2M-$989.9K2026-10-15
National Wealth Management Group, LLC
INCREASED5,1615,138+23+0%$1.2M$1.2M-$11.6K2026-10-26
Trueblood Wealth Management, LLC
INCREASED5,1615,147+14+0%$1.2M$1.2M-$13.8K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED5,1535,15300%$1.2M$1.2M-$17.1K2026-10-15
Ballast Rock Private Wealth LLC
INCREASED5,1425,012+130+3%$1.2M$1.2M+$13.8K2026-10-26
DBK Financial Counsel, LLC
UNCHANGED5,1045,10400%$1.2M$1.2M-$16.9K2026-10-13
Northwest Wealth Management, LLC
DECREASED5,0775,085-80%$1.2M$1.2M-$18.7K2026-10-30
Roxbury Financial LLC
INCREASED5,0705,029+41+1%$1.2M$1.2M-$7.2K2026-10-01
Patten & Patten Inc
INCREASED5,0684,980+88+2%$1.2M$1.2M+$4.1K2026-10-26
Quaker Wealth Management, LLC
INCREASED5,0475,032+15+0%$1.2M$1.2M-$13.1K2026-10-22
Legacy Advisors, LLC
INCREASED5,0204,109+911+22%$972.2K$1.2M+$198.9K2026-10-19
Newman Dignan & Sheerar, Inc.
INCREASED5,0144,456+558+13%$1.1M$1.2M+$115.6K2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED4,9954,99500%$1.2M$1.2M-$16.5K2026-10-22
Keystone Global Partners, LLC
DECREASED4,9935,400-407-8%$1.3M$1.2M-$112.8K2026-10-13
Investment Planning Advisors, Inc.
DECREASED4,9905,197-207-4%$1.2M$1.2M-$65.7K2026-10-14
Independent Wealth Network Inc.
DECREASED4,9775,040-63-1%$1.2M$1.2M-$31.6K2026-10-19
Vermillion Wealth Management, Inc.
DECREASED4,92926,683-21,754-82%$6.3M$1.1M-$5.2M2026-10-26
Trace Wealth Advisors, LLC
UNCHANGED4,9184,91800%$1.2M$1.1M-$16.3K2026-10-30
Ledgewood Wealth Advisors, LLC
DECREASED4,9004,985-85-2%$1.2M$1.1M-$36.3K2026-10-09
Samalin Investment Counsel, LLC
INCREASED4,8994,866+33+1%$1.2M$1.1M-$8.6K2026-10-23
Hegarty Advisors, LLC
INCREASED4,8983,758+1,140+30%$889.3K$1.1M+$253.5K2026-10-20
Gallacher Capital Management LLC
DECREASED4,8845,658-774-14%$1.3M$1.1M-$199.3K2026-10-30
J2 Capital Management Inc
INCREASED4,8844,752+132+3%$1.1M$1.1M+$15.0K2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
INCREASED4,8844,881+3+0%$1.2M$1.1M-$15.5K2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED4,8634,86300%$1.2M$1.1M-$16.1K2026-10-28
Fulton Bank, N.A.
INCREASED4,8424,678+164+4%$1.1M$1.1M+$22.8K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED4,8294,830-10%$1.1M$1.1M-$16.2K2026-10-15
Catalyst Investment Management LLC
DECREASED4,8284,878-50-1%$1.2M$1.1M-$27.8K2026-10-21
Rockwood Wealth Management, LLC
INCREASED4,8254,586+239+5%$1.1M$1.1M+$40.6K2026-10-27
Stone Wealth Partners
INCREASED4,8122,101+2,711+129%$497.1K$1.1M+$630.0K2026-11-05
Maple Capital Management, Inc.
DECREASED4,8114,921-110-2%$1.2M$1.1M-$42.0K2026-11-02
Advisor Resource Council
UNCHANGED4,7894,78900%$1.1M$1.1M-$13.8K2026-11-05
Councilor Wealth, LLC
DECREASED4,7685,275-507-10%$1.2M$1.1M-$135.7K2026-10-09
Private Management Group Inc
DECREASED4,7425,774-1,032-18%$1.4M$1.1M-$259.9K2026-11-04
Beacon Capital Management, LLC
DECREASED4,7294,918-189-4%$1.2M$1.1M-$60.3K2026-10-23
Sawgrass Asset Management LLC
UNCHANGED4,7154,71500%$1.1M$1.1M-$15.6K2026-11-03
Urban Wealth Management, LLC
DECREASED4,7144,778-64-1%$1.1M$1.1M-$30.7K2026-10-21
Rossmore Private Capital
INCREASED4,7134,638+75+2%$1.1M$1.1M+$2.3K2026-10-27
Gradient Capital Advisors, LLC
INCREASED4,7024,680+22+0%$1.1M$1.1M-$10.2K2026-10-21
Guardsman Private Capital Management, Inc.
DECREASED4,7014,782-81-2%$1.1M$1.1M-$34.7K2026-10-19
Integris Wealth Management, LLC
INCREASED4,6864,494+192+4%$1.1M$1.1M+$29.9K2026-10-14
Asset Dedication, LLC
INCREASED4,6864,514+172+4%$1.1M$1.1M+$25.1K2026-11-03
Roger Wittlin Investment Advisory, LLC
INCREASED4,6574,639+18+0%$1.1M$1.1M-$11.1K2026-10-19
Sage Rhino Capital LLC
INCREASED4,6534,622+31+1%$1.1M$1.1M-$8.0K2026-10-28
Foster Victor Wealth Advisors, LLC
UNCHANGED4,6524,65200%$1.1M$1.1M+$17.4K2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED4,6354,664-29-1%$1.1M$1.1M-$22.3K2026-10-21
Unify Financial Advisors
DECREASED4,6304,645-150%$1.1M$1.1M-$18.9K2026-11-03
Asset Allocation Strategies LLC
DECREASED4,6206,674-2,054-31%$1.6M$1.1M-$501.2K2026-10-20
Calamos Wealth Management LLC
INCREASED4,6124,498+114+3%$1.1M$1.1M+$11.7K2026-11-02
Sage Mountain Advisors LLC
DECREASED4,6104,776-166-3%$1.1M$1.1M-$54.5K2026-11-02
Occidental Asset Management, LLC
DECREASED4,5804,696-116-2%$1.1M$1.1M-$42.6K2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED4,5734,373+200+5%$1.0M$1.1M+$32.2K2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED4,5244,398+126+3%$1.0M$1.1M+$15.0K2026-10-14
Legacy Financial Strategies, LLC
UNCHANGED4,5184,51800%$1.1M$1.1M-$14.8K2026-10-15
Financial Partners Group, Inc
DECREASED4,5155,066-551-11%$1.2M$1.1M-$145.1K2026-10-19
Insight Advisors, LLC/ PA
DECREASED4,5114,912-401-8%$1.2M$1.1M-$110.0K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED4,5034,50300%$1.1M$1.1M$02026-10-06
Raub Brock Capital Management LP
DECREASED4,4964,534-38-1%$1.1M$1.0M-$23.8K2026-10-21
Hobart Private Capital, LLC
UNCHANGED4,4934,49300%$1.1M$1.0M-$14.9K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED4,4804,455+25+1%$1.1M$1.0M-$8.7K2026-10-22
Boston Trust Walden Corp
DECREASED4,4644,521-57-1%$1.1M$1.0M-$28.3K2026-10-30
Anderson Hoagland & Co
DECREASED4,4324,498-66-1%$1.1M$1.1M+$22.1K2026-10-23
Flagship Wealth Advisors, LLC
DECREASED4,4004,514-114-3%$1.1M$1.0M-$41.5K2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED4,3924,440-48-1%$1.1M$1.0M-$26.0K2026-10-22
Schmidt P J Investment Management Inc
DECREASED4,3624,496-134-3%$1.1M$1.0M-$46.1K2026-11-02
RTD Financial Advisors, Inc.
DECREASED4,3505,090-740-15%$1.2M$1.0M-$189.5K2026-10-09
Morling Financial Advisors, LLC
DECREASED4,3484,435-87-2%$1.0M$1.0M-$35.0K2026-10-28
Gemmer Asset Management LLC
INCREASED4,3454,328+17+0%$1.0M$1.0M-$10.3K2026-10-16
Millennium Capital Advisors, LLC
UNCHANGED4,3384,33800%$1.0M$1.0M-$14.4K2026-10-16
LongView Wealth Management
DECREASED4,3324,436-104-2%$1.0M$1.0M-$39.0K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED4,3194,145+174+4%$980.8K$1.0M+$26.8K2026-10-22
Agate Pass Investment Management, LLC
DECREASED4,3094,501-192-4%$1.1M$1.0M-$59.7K2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED4,3074,30700%$1.0M$1.0M-$14.3K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
DECREASED4,3014,654-353-8%$1.1M$1.0M-$97.8K2026-10-28
Anson Capital, Inc.
DECREASED4,2604,285-25-1%$1.0M$993.9K-$20.0K2026-10-23
Kathmere Capital Management, LLC
INCREASED4,2354,070+165+4%$963.0K$988.1K+$25.0K2026-10-20
CoreCap Advisors, LLC
DECREASED4,2294,263-34-1%$1.0M$986.8K-$21.9K2026-10-08
ASK Capital Investment Managers, LLC
NEW4,218—+4,218——$984.2K—2026-10-14
EdgeRock Capital LLC
INCREASED4,2093,907+302+8%$924.5K$982.1K+$57.6K2026-11-03
Beacon Bank & Trust
DECREASED4,1824,423-241-5%$1.0M$975.7K-$70.9K2026-10-27
Strategic Wealth Investment Group, LLC
INCREASED4,1782,714+1,464+54%$642.2K$974.8K+$332.6K2026-10-29
Welch Group, LLC
INCREASED4,1744,070+104+3%$963.1K$973.9K+$10.8K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED4,1674,193-26-1%$992.2K$972.3K-$20.0K2026-10-28
Camden National Bank
DECREASED4,1594,179-200%$988.8K$970.3K-$18.5K2026-11-02
Signal Advisors Wealth, LLC
DECREASED4,1504,160-100%$984.4K$968.1K-$16.2K2026-10-13
Aureum Wealth Management, LLC
UNCHANGED4,1504,15000%$982.0K$968.2K-$13.7K2026-10-15
Klingman & Associates, LLC
DECREASED4,1454,372-227-5%$1.0M$967.2K-$67.2K2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED4,1344,159-25-1%$984.0K$964.5K-$19.5K2026-10-14
Capital Management Associates, Inc
DECREASED4,1324,140-80%$979.5K$964.0K-$15.6K2026-10-20
Grey Ledge Advisors, LLC
INCREASED4,1214,120+1+0%$974.9K$961.4K-$13.4K2026-11-02
Financial Enhancement Group LLC
UNCHANGED4,1174,11700%$974.2K$975.7K+$1.5K2026-10-08
Vaughan David Investments LLC
DECREASED4,1034,116-130%$974.0K$957-$973.0K2026-11-05
Radnor Capital Management, LLC
INCREASED4,0723,459+613+18%$818.5K$950.0K+$131.6K2026-10-23
Fragasso Financial Advisors Inc
INCREASED4,0462,877+1,169+41%$680.8K$967.2K+$286.4K2026-10-13
West Bancorporation Inc
DECREASED4,0444,137-93-2%$978.9K$943.5K-$35.4K2026-10-29
Union Savings Bank
DECREASED4,0414,176-135-3%$988.1K$942.8K-$45.3K2026-10-14
Brandywine OAK Private Wealth LLC
INCREASED4,0182,815+1,203+43%$666.0K$937.5K+$271.5K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED4,0183,349+669+20%$792.4K$937.4K+$145.0K2026-11-04
Stackstone Wealth, LLC
NEW4,017—+4,017——$937.2K—2026-10-19
Trilogy Capital Inc.
DECREASED4,0164,056-40-1%$959.8K$936.9K-$22.9K2026-10-20
LVM Capital Management LTD
UNCHANGED4,0164,01600%$950$936.9K+$935.9K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED4,0074,027-200%$952.9K$934.9K-$18.0K2026-10-16
Independence Financial Advisors, LLC
INCREASED3,9973,982+15+0%$942.3K$932.6K-$9.6K2026-10-08
Clark Asset Management, LLC
INCREASED3,9843,950+34+1%$934.5K$929.4K-$5.1K2026-10-19
Courier Capital LLC
INCREASED3,9563,709+247+7%$877.6K$922.9K+$45.4K2026-10-19
Nordwand Advisors, LLC
INCREASED3,9213,429+492+14%$811.4K$914.8K+$103.4K2026-11-05
Ascent Wealth Partners, LLC
UNCHANGED3,9183,91800%$927.1K$914.1K-$13.0K2026-10-23
First Bancorp, Inc
DECREASED3,9173,920-30%$927.6K$913.9K-$13.7K2026-10-26
Mallini Complete Financial Planning LLC
INCREASED3,9081,642+2,266+138%$388.8K$911.9K+$523.1K2026-10-06
Willner & Heller, LLC
DECREASED3,8954,011-116-3%$949.0K$908.8K-$40.2K2026-10-28
Consolidated Capital Management, LLC
DECREASED3,8523,866-140%$914.8K$898.7K-$16.1K2026-10-13
Smithbridge Asset Management Inc
DECREASED3,8474,097-250-6%$969.4K$897.5K-$71.9K2026-10-19
Future Financial Wealth Managment LLC
INCREASED3,8413,817+24+1%$905.5K$896.2K-$9.3K2026-10-15
Great Lakes Retirement, Inc.
UNCHANGED3,8393,83900%$908.3K$895.6K-$12.7K2026-10-26
Northwest Wealth Advisors, LLC
DECREASED3,8383,887-49-1%$919.8K$895.4K-$24.4K2026-11-02
Ring Mountain Capital, LLC
INCREASED3,8313,689+142+4%$872.9K$893.8K+$20.9K2026-10-13
3Chopt Investment Partners, LLC
DECREASED3,8193,846-27-1%$910.0K$891.0K-$19.0K2026-10-30
Appleton Partners Inc
INCREASED3,8013,606+195+5%$853.0K$887-$852.1K2026-10-30
Revolve Wealth Partners, LLC
DECREASED3,8013,841-40-1%$908.9K$886.7K-$22.2K2026-10-23
BCS Wealth Management
DECREASED3,7945,634-1,840-33%$1.3M$885.1K-$447.9K2026-11-03
Howland Capital Management LLC
INCREASED3,7933,013+780+26%$712.9K$884.9K+$172.0K2026-10-22
William John Sempolinski
UNCHANGED3,7883,78800%$896.3K$883.8K-$12.5K2026-10-20
Omni 360 Wealth, Inc.
INCREASED3,7853,782+3+0%$894.9K$883.1K-$11.8K2026-10-13
Glenview Trust Co
DECREASED3,7783,802-24-1%$899.6K$881.4K-$18.2K2026-10-28
Magnus Financial Group LLC
INCREASED3,7683,714+54+1%$878.9K$879.1K+$2312026-10-21
Obermeyer Wealth Partners
INCREASED3,7583,736+22+1%$883.9K$876.7K-$7.2K2026-10-21
Abound Wealth Management
INCREASED3,7532,332+1,421+61%$551.7K$875.7K+$324.0K2026-10-26
Stone Loft Wealth Management LLC
DECREASED3,7436,911-3,168-46%$1.6M$873.3K-$767.0K2026-11-03
Aerodigm Wealth, LLC
INCREASED3,7373,376+361+11%$798.7K$871.9K+$73.2K2026-10-16
Index Fund Advisors, Inc.
INCREASED3,7353,719+16+0%$879.9K$871.4K-$8.5K2026-11-05
Thrive Wealth Management, LLC
INCREASED3,7283,718+10+0%$879.8K$869.7K-$10.1K2026-10-13
AM Investment Strategies LLC
UNCHANGED3,6863,68600%$872$860-$122026-11-05
Unique Wealth, LLC
INCREASED3,6733,558+115+3%$842.0K$856.8K+$14.9K2026-10-16
Elser Financial Planning, Inc
UNCHANGED3,6523,65200%$864.1K$852.0K-$12.1K2026-10-16
James J. Burns & Company, LLC
INCREASED3,6433,613+30+1%$855.0K$850.0K-$5.1K2026-10-22
Mechanics Bank Trust Department
DECREASED3,6393,849-210-5%$910.8K$849.0K-$61.7K2026-10-13
NewCorp Financial Services, Inc.
DECREASED3,6363,739-103-3%$884.7K$848.2K-$36.5K2026-10-14
Krane Financial Solutions LLC
DECREASED3,6334,007-374-9%$948.2K$847.6K-$100.6K2026-10-30
Synergy Asset Management, LLC
DECREASED3,6183,644-26-1%$862.2K$844.1K-$18.1K2026-11-05
Avaii Wealth Management, LLC
DECREASED3,6113,685-74-2%$871.9K$848.9K-$23.1K2026-10-09
Missouri Trust & Investment Co
DECREASED3,6083,758-150-4%$898.8K$841.8K-$57.0K2026-11-04
BLB&B Advisors, LLC
DECREASED3,5673,710-143-4%$877.9K$832.3K-$45.6K2026-10-27
Willow Creek Wealth Management Inc.
DECREASED3,5663,588-22-1%$849.2K$832.2K-$17.0K2026-10-26
Aventus Investment Advisors, Inc.
DECREASED3,5543,587-33-1%$848.8K$829.2K-$19.6K2026-10-09
Nautilus Advisors LLC
INCREASED3,5423,539+3+0%$845.2K$826.4K-$18.9K2026-10-07
Thompson Siegel & Walmsley LLC
UNCHANGED3,5313,53100%$836.0K$824-$835.2K2026-11-05
Kennedy Investment Group, Inc.
DECREASED3,5183,705-187-5%$876.6K$820.8K-$55.8K2026-10-21
Wealth Group Ltd
DECREASED3,5163,558-42-1%$841.9K$826.4K-$15.5K2026-10-07
Tandem Investment Partners LLC
DECREASED3,4954,825-1,330-28%$1.1M$815.4K-$326.3K2026-10-16
Legacy Private Trust Co.
UNCHANGED3,4873,48700%$825.1K$813.6K-$11.5K2026-10-06
Brown Miller Wealth Management, LLC
INCREASED3,4853,440+45+1%$814.1K$813.2K-$8892026-11-02
Sage Capital Management, LLC
INCREASED3,4833,477+6+0%$823.1K$813.2K-$9.9K2026-10-20
Telos Capital Management, Inc.
UNCHANGED3,4633,46300%$819.3K$807.9K-$11.5K2026-11-02
Tanager Wealth Management LLP
INCREASED3,4502,999+451+15%$709.6K$804.9K+$95.3K2026-10-19
Three Bridge Wealth Advisors, LLC
UNCHANGED3,4293,42900%$811.4K$800.0K-$11.4K2026-11-05
First Growth Capital LLC
INCREASED3,4273,408+19+1%$806.3K$799.5K-$6.8K2026-10-15
Leading Edge Financial Planning LLC
DECREASED3,4083,424-160%$810.3K$795.2K-$15.1K2026-10-23
Blue Zone Wealth Advisors, LLC
DECREASED3,4063,532-126-4%$835.7K$794.7K-$41.1K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED3,3934,006-613-15%$947.9K$791.6K-$156.3K2026-10-05
Eagle Rock Investment Company, LLC
UNCHANGED3,3793,37900%$799.5K$788.4K-$11.2K2026-10-21
Schaper Benz & Wise Investment Counsel Inc
INCREASED3,3733,094+279+9%$732.0K$786.9K+$54.9K2026-10-09
Sterling Investment Advisors, Ltd.
DECREASED3,3634,147-784-19%$981.3K$784.7K-$196.6K2026-10-27
Valley National Advisers Inc
UNCHANGED3,3623,36200%$795.5K$784.4K-$11.1K2026-10-23
JB Capital LLC
DECREASED3,3113,330-19-1%$788.0K$772.5K-$15.6K2026-10-19
Grove Bank & Trust
DECREASED3,3033,422-119-3%$809.7K$770.6K-$39.1K2026-10-08
FF Advisors,LLC
UNCHANGED3,2993,29900%$780.6K$769.7K-$10.9K2026-10-21
KMG Fiduciary Partners, LLC
UNCHANGED3,2973,29700%$780.1K$769.2K-$10.9K2026-10-14
Sherry Group, Inc.
DECREASED3,2923,332-40-1%$785.9K$767.8K-$18.1K2026-10-09
DB&C Advisors, LLC
INCREASED3,2913,277+14+0%$775.4K$767.8K-$7.6K2026-10-26
Boltwood Capital Management
DECREASED3,2753,400-125-4%$804.5K$764.1K-$40.4K2026-10-02
Schaeffer Financial LLC
DECREASED3,2673,345-78-2%$791.6K$762.2K-$29.4K2026-10-23
JGP Wealth Management, LLC
UNCHANGED3,2643,26400%$772.4K$761.6K-$10.8K2026-10-13
Rise Advisors, LLC
INCREASED3,2553,243+12+0%$767.5K$759.3K-$8.1K2026-10-16
TMB Capital Partners, LLC
INCREASED3,2493,215+34+1%$760.7K$758.1K-$2.6K2026-10-20
Innovative Wealth Building LLC
INCREASED3,2482,884+364+13%$682.4K$745.7K+$63.2K2026-10-14
Level Financial Advisors
INCREASED3,2421,228+2,014+164%$290.6K$756.4K+$465.9K2026-10-13
Able Financial Group, LLC
DECREASED3,2284,550-1,322-29%$1.1M$753.1K-$323.5K2026-10-14
Riverbend Wealth Management, LLC
DECREASED3,2283,229-10%$764.1K$753.1K-$11.0K2026-10-15
St. Louis Trust Co
UNCHANGED3,2253,22500%$10.0M$752.4K-$9.2M2026-11-03
Shepherd Financial Partners LLC
INCREASED3,2042,321+883+38%$549.2K$747.5K+$198.3K2026-11-03
Hamilton Capital, LLC
INCREASED3,1983,191+7+0%$755.0K$746.1K-$8.9K2026-10-08
Flagstone Financial Management
UNCHANGED3,1903,19000%$754.8K$744.2K-$10.6K2026-11-05
Ellis Investment Partners, LLC
DECREASED3,1843,255-71-2%$770.4K$743.0K-$27.4K2026-10-21
RFG - Bristol Wealth Advisors, LLC
DECREASED3,1823,218-36-1%$761.4K$742.5K-$18.9K2026-10-09
Matrix Asset Advisors Inc
DECREASED3,1643,180-160%$752.5K$738.4K-$14.1K2026-10-13
Gryphon Financial Partners LLC
INCREASED3,1581,205+1,953+162%$285.1K$736.8K+$451.7K2026-11-04
Accurate Wealth Management, LLC
INCREASED3,1583,042+116+4%$726.5K$757.1K+$30.6K2026-10-20
Symphony Financial, Ltd. Co.
UNCHANGED3,1503,15000%$745.3K$735.1K-$10.2K2026-10-22
Arsenal Capital Advisors LLC
INCREASED3,1463,058+88+3%$723.6K$734.0K+$10.3K2026-11-02
Bay Capital Advisors, LLC
DECREASED3,1353,596-461-13%$850.9K$731.4K-$119.5K2026-10-16
Koa Wealth Management, LLC
DECREASED3,1243,362-238-7%$795.6K$728.8K-$66.8K2026-10-14
Naples Global Advisors, LLC
DECREASED3,1193,224-105-3%$762.9K$727.7K-$35.2K2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED3,1133,112+1+0%$736.5K$726.2K-$10.2K2026-10-14
Guyasuta Investment Advisors Inc
INCREASED3,1053,087+18+1%$730.4K$724.4K-$5.9K2026-10-15
Worth Financial Advisory Group, LLC
INCREASED3,0953,077+18+1%$728.0K$722.1K-$6.0K2026-10-19
Ballast, Inc.
UNCHANGED3,0913,09100%$731.4K$721.2K-$10.2K2026-10-20
Winebrenner Capital Management LLC
UNCHANGED3,0873,08700%$730.4K$720.2K-$10.2K2026-10-07
Bernardo Wealth Planning LLC
INCREASED3,0681,533+1,535+100%$362.7K$716.0K+$353.3K2026-10-23
Phillip James Consulting Co.
UNCHANGED3,0653,06500%$725.2K$715.1K-$10.1K2026-11-03
Pettinga Financial Advisors LLC
DECREASED3,0523,337-285-9%$789.6K$712.2K-$77.5K2026-10-13
Portside Wealth Group, LLC
INCREASED3,0462,584+462+18%$611.4K$710.6K+$99.2K2026-10-20
NBH Bank
DECREASED3,0453,215-170-5%$760.7K$710.4K-$50.3K2026-11-05
Hanson & Doremus Investment Management
DECREASED3,0333,047-140%$721.0K$708-$720.3K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,0272,123+904+43%$502.3K$706.5K+$204.1K2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED3,0223,017+5+0%$713.8K$705.0K-$8.8K2026-10-16
Heritage Family Offices, LLP
UNCHANGED3,0083,00800%$711.8K$701.8K-$10.0K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED3,0072,835+172+6%$670.9K$701.7K+$30.8K2026-10-29
Sage Financial Group Inc
INCREASED3,0051,853+1,152+62%$438.5K$701.1K+$262.6K2026-10-27
Wright Wealth LLC
DECREASED3,0023,126-124-4%$739.7K$700.4K-$39.3K2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED3,0023,00200%$710.4K$700.5K-$9.9K2026-10-15
Scott Capital Advisors, LLC
INCREASED2,9932,991+2+0%$707.8K$709.2K+$1.4K2026-10-13
Gaddis Premier Wealth Advisors LLC
UNCHANGED2,9802,98000%$705.1K$695.3K-$9.9K2026-10-29
Macroview Investment Management LLC
INCREASED2,9592,951+8+0%$698.2K$690.4K-$7.8K2026-10-26
Wealth Management Partners, LLC
UNCHANGED2,9452,94500%$696.8K$687.1K-$9.7K2026-10-21
Lauterbach Financial Advisors, LLC
UNCHANGED2,9412,94100%$695.9K$686.2K-$9.7K2026-10-21
Hilltop National Bank
DECREASED2,9343,274-340-10%$774.7K$684.5K-$90.2K2026-10-14
Focused Wealth Management, Inc
INCREASED2,9182,435+483+20%$576.1K$680.9K+$104.8K2026-10-30
Bensler, LLC
UNCHANGED2,9162,91600%$690.0K$680.3K-$9.7K2026-11-05
Maseco LLP
INCREASED2,888840+2,048+244%$198.7K$673.6K+$474.9K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,8822,089+793+38%$494.3K$672.5K+$178.2K2026-10-26
Abacus Planning Group, Inc.
INCREASED2,8812,026+855+42%$479.5K$672.3K+$192.8K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED2,8682,865+3+0%$677.8K$669.0K-$8.8K2026-11-05
JBR Co Financial Management Inc
UNCHANGED2,8672,86700%$678.4K$677.9K-$4592026-10-13
Hunter Associates Investment Management LLC
UNCHANGED2,8602,86000%$677.0K$666-$676.3K2026-10-26
Dahring | Cusmano LLC
INCREASED2,8542,843+11+0%$672.7K$665.9K-$6.8K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED2,8502,453+397+16%$580.4K$665.0K+$84.6K2026-10-29
Praetorian Wealth Management, Inc.
UNCHANGED2,8362,83600%$671.1K$661.7K-$9.4K2026-10-16
Alliance Wealth Management Group
INCREASED2,8322,741+91+3%$648.5K$660.7K+$12.2K2026-10-29
Towercrest Capital Management
INCREASED2,8322,741+91+3%$648.5K$660.7K+$12.2K2026-10-23
Values Added Financial LLC
UNCHANGED2,8252,82500%$668.5K$659.1K-$9.4K2026-10-28
SYM Financial Corp
DECREASED2,8002,843-43-2%$672.7K$653.3K-$19.4K2026-10-26
Bridgelight Financial Advisors, Inc.
INCREASED2,8002,789+11+0%$659.8K$653.2K-$6.7K2026-10-20
Taylor & Morgan Wealth Management, LLC
INCREASED2,7952,793+2+0%$660.9K$652.0K-$8.9K2026-10-09
Beacon Financial Strategies Corp
INCREASED2,7952,794+1+0%$661.1K$652.2K-$8.9K2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED2,7802,940-160-5%$695.7K$672.1K-$23.5K2026-10-22
American Capital Advisory, LLC
DECREASED2,7752,800-25-1%$662.4K$647.4K-$15.0K2026-10-28
Heritage Wealth Management, Inc.
INCREASED2,7722,518+254+10%$595.8K$646.7K+$50.9K2026-10-28
Penobscot Investment Management Company, Inc.
INCREASED2,7712,730+41+2%$646.0K$646.5K+$5392026-10-26
Commonwealth Retirement Investments LLC
INCREASED2,7602,391+369+15%$565.8K$643.9K+$78.2K2026-10-26
King Luther Capital Management Corp
DECREASED2,7552,967-212-7%$702.1K$642.7K-$59.4K2026-11-05
Central Valley Advisors, LLC
DECREASED2,7522,838-86-3%$671.4K$642.1K-$29.3K2026-10-27
Gamma Investing LLC
INCREASED2,7442,647+97+4%$626.3K$640.2K+$13.9K2026-10-08
Avion Wealth
INCREASED2,7422,740+2+0%$648.0K$639-$647.4K2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED2,7262,72600%$645.0K$636.0K-$9.0K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED2,7242,539+185+7%$600.8K$635.6K+$34.8K2026-11-05
One Way Holdings LLC
UNCHANGED2,7092,70900%$641.0K$632.0K-$9.0K2026-10-29
Guidance Point Advisors, LLC
INCREASED2,6732,664+9+0%$631.4K$625.0K-$6.4K2026-10-15
Carrera Capital Advisors
INCREASED2,6722,664+8+0%$630.5K$623.4K-$7.0K2026-11-03
Breakwater Capital Group
INCREASED2,6702,434+236+10%$575.8K$622.8K+$47.0K2026-10-09
Essential Planning, Llc.
INCREASED2,6702,669+1+0%$631.6K$623.0K-$8.5K2026-10-21
Beacon Financial Planning, Inc
UNCHANGED2,6622,66200%$630.0K$621.2K-$8.8K2026-11-04
TopTier Wealth Management, LLC
DECREASED2,6572,664-70%$630.3K$620.0K-$10.3K2026-10-16
BCU Wealth Advisors, LLC
INCREASED2,6542,647+7+0%$626.4K$619.2K-$7.2K2026-10-16
MPS Loria Financial Planners, LLC
DECREASED2,6503,113-463-15%$736.6K$618.4K-$118.3K2026-10-14
River Street Advisors LLC
DECREASED2,6492,808-159-6%$664.4K$618.0K-$46.4K2026-10-22
Certuity, LLC
UNCHANGED2,6392,63900%$624.4K$615.7K-$8.7K2026-11-02
MBE Wealth Management, LLC
INCREASED2,6322,532+100+4%$599.0K$614.1K+$15.1K2026-10-26
KFG LLC
NEW2,615—+2,615——$610.1K—2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED2,5842,695-111-4%$637.6K$602.8K-$34.8K2026-11-04
Claro Advisors Inc.
INCREASED2,5772,574+3+0%$609.2K$601.2K-$7.9K2026-11-02
Lyell Wealth Management, LP
INCREASED2,5681,815+753+41%$429.5K$599.2K+$169.8K2026-10-30
Planned Solutions, Inc.
DECREASED2,5662,648-82-3%$626.6K$598.6K-$28.0K2026-10-19
Independence Bank of Kentucky
UNCHANGED2,5652,56500%$606.9K$598.4K-$8.5K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED2,5632,517+46+2%$595.6K$597.9K+$2.3K2026-10-13
FSM Wealth Advisors, LLC
DECREASED2,5542,604-50-2%$616.3K$610.5K-$5.8K2026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED2,5542,55400%$604.4K$595.9K-$8.5K2026-10-19
United Advisor Group, LLC
DECREASED2,5532,583-30-1%$611.2K$595.6K-$15.6K2026-11-03
Heck Capital Advisors, LLC
UNCHANGED2,5462,54600%$602.4K$594.0K-$8.4K2026-10-14
Next Level Wealth Planning, LLC
DECREASED2,5342,628-94-4%$621.9K$591.3K-$30.6K2026-10-29
RS Crum Inc.
UNCHANGED2,5102,51000%$593.9K$585.6K-$8.3K2026-10-19
Hopwood Financial Services, Inc.
DECREASED2,4972,577-80-3%$609.7K$582.5K-$27.2K2026-10-29
Capital Wealth Alliance, LLC
INCREASED2,4912,451+40+2%$580.0K$581.2K+$1.2K2026-10-20
Alterna Wealth Management, Inc
INCREASED2,4881,762+726+41%$416.9K$580.5K+$163.6K2026-10-27
Sterling Financial Planning, Inc.
DECREASED2,4872,505-18-1%$592.8K$580.3K-$12.5K2026-10-28
Schear Investment Advisers, LLC
NEW2,484—+2,484——$579.5K—2026-10-14
Tempo Wealth, LLC
INCREASED2,4842,010+474+24%$475.7K$579.5K+$103.8K2026-10-14
Covenant Asset Management, LLC
DECREASED2,4832,626-143-5%$621.4K$579.3K-$42.1K2026-10-14
Transce3nd, LLC
NEW2,473—+2,473——$602.6K—2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED2,4682,46800%$584.0K$575.8K-$8.2K2026-10-15
YHB Investment Advisors, Inc.
DECREASED2,4672,572-105-4%$608.6K$575.6K-$33.0K2026-10-08
Bluedoor Private Wealth, LLC
DECREASED2,4642,514-50-2%$594.9K$574.9K-$20.0K2026-11-05
BostonPremier Wealth LLC
INCREASED2,4582,456+2+0%$581.0K$573.4K-$7.6K2026-10-16
Whitener Capital Management, Inc.
INCREASED2,4492,367+82+3%$560.1K$571.5K+$11.4K2026-10-15
Berman McAleer LLC
DECREASED2,4352,495-60-2%$590.4K$568.1K-$22.3K2026-10-16
Oak Asset Management, LLC
DECREASED2,4252,473-48-2%$585.2K$565.8K-$19.4K2026-10-13
North Capital, Inc.
UNCHANGED2,4242,42400%$573.6K$581.1K+$7.5K2026-10-16
Svrn Asset Management, LLC
UNCHANGED2,4062,40600%$569.3K$561.3K-$8.0K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED2,4032,469-66-3%$584.2K$560.7K-$23.5K2026-10-16
Schwallier Wealth Management LLC
INCREASED2,3982,389+9+0%$565.2K$559.5K-$5.7K2026-11-05
Alpha Omega Wealth Management LLC
INCREASED2,3952,393+2+0%$566.3K$558.7K-$7.6K2026-10-23
Prospect Financial Group LLC
DECREASED2,3823,655-1,273-35%$864.9K$555.8K-$309.1K2026-11-05
Sightline Wealth Advisors, LLC
INCREASED2,3742,366+8+0%$559.8K$553.9K-$5.9K2026-10-21
Evansbrook LLC
INCREASED2,3721,146+1,226+107%$271.2K$553.4K+$282.2K2026-10-16
Myecfo, LLC
UNCHANGED2,3692,36900%$560.6K$552.7K-$7.8K2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED2,3682,314+54+2%$547.5K$552.4K+$4.9K2026-11-03
Quadcap Wealth Management, LLC
DECREASED2,3662,367-10%$560.1K$552.0K-$8.1K2026-11-02
Apeiron RIA LLC
UNCHANGED2,3642,36400%$559.5K$552.2K-$7.3K2026-10-08
Paulson Wealth Management Inc.
UNCHANGED2,3542,35400%$557.1K$549.3K-$7.8K2026-11-02
Carroll Advisory Group, LLC
INCREASED2,3502,347+3+0%$555.3K$548.3K-$7.1K2026-10-16
Columbia Advisory Partners LLC
DECREASED2,3492,410-61-3%$570.2K$548.1K-$22.1K2026-10-15
Evolution Wealth Management Inc.
INCREASED2,3462,213+133+6%$523.6K$547.3K+$23.7K2026-10-28
Noesis Capital Mangement Corp
UNCHANGED2,3462,34600%$555.2K$547.5K-$7.8K2026-10-26
Alpine Bank Wealth Management
UNCHANGED2,3432,34300%$554.4K$546.6K-$7.8K2026-10-16
O'Brien Greene & Co. Inc
INCREASED2,3382,329+9+0%$551.1K$545.6K-$5.6K2026-11-05
Fingerlakes Wealth Management, Inc.
INCREASED2,3132,304+9+0%$545.2K$539.7K-$5.5K2026-11-04
Herold Advisors, Inc.
INCREASED2,3122,112+200+9%$501.0K$539.2K+$38.2K2026-10-19
Mengis Capital Management, Inc.
DECREASED2,3062,321-15-1%$549.2K$538.0K-$11.3K2026-10-13
Tred Avon Family Wealth, LLC
INCREASED2,3022,094+208+10%$495.5K$537.1K+$41.6K2026-10-20
Key FInancial Inc
INCREASED2,2682,248+20+1%$531.9K$529.1K-$2.8K2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED2,2652,261+4+0%$535.0K$528.5K-$6.5K2026-11-03
KPP Advisory Services LLC
DECREASED2,2612,608-347-13%$617.2K$527.6K-$89.6K2026-10-26
Cordoba Advisory Partners LLC
INCREASED2,2582,216+42+2%$524.4K$526.8K+$2.5K2026-10-19
Canopy Partners, LLC
NEW2,256—+2,256——$526.3K—2026-10-28
Walker Asset Management, LLC
UNCHANGED2,2532,25300%$533.1K$525.8K-$7.3K2026-10-13
PKS Advisory Services, LLC
UNCHANGED2,2462,24600%$531.2K$531.2K$02026-10-26
Accredited Investor Services, LLC
INCREASED2,2432,220+23+1%$525.3K$523.3K-$2.0K2026-10-22
Rydar Equities, Inc.
INCREASED2,2422,233+9+0%$530.9K$531.3K+$3712026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED2,2422,240+2+0%$530.1K$523.2K-$6.9K2026-11-05
Diversified Portfolios, Inc.
UNCHANGED2,2362,23600%$529.1K$521.7K-$7.4K2026-11-04
GHP Investment Advisors, Inc.
DECREASED2,2342,235-10%$528.9K$521.3K-$7.6K2026-10-15
Prosperity Advisers, LLC
UNCHANGED2,2262,22600%$526.7K$519.3K-$7.4K2026-10-28
Capital Asset Advisory Services LLC
DECREASED2,2192,573-354-14%$608.9K$544.0K-$64.9K2026-10-30
Blankinship & Foster, LLC
UNCHANGED2,2062,20600%$522.0K$514.7K-$7.3K2026-10-19
Elyxium Wealth, LLC
UNCHANGED2,2002,20000%$520.6K$513.3K-$7.3K2026-10-27
Waldron Private Wealth LLC
INCREASED2,1971,829+368+20%$432.8K$512.6K+$79.8K2026-11-02
JSF Financial, LLC
INCREASED2,1771,690+487+29%$399.8K$507.8K+$108.0K2026-10-22
S.A. Mason LLC
UNCHANGED2,1642,16400%$512.0K$504.8K-$7.2K2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED2,1632,210-47-2%$523.0K$504.7K-$18.3K2026-10-09
Frank, Rimerman Advisors LLC
INCREASED2,1632,154+9+0%$509.7K$504.6K-$5.1K2026-10-16
4Wealth Advisors, Inc.
NEW2,162—+2,162——$508.5K—2026-10-13
L.K. Benson & Company, P.C.
DECREASED2,1562,178-22-1%$515.5K$502.8K-$12.7K2026-10-23
Virtue Asset Management LLC
UNCHANGED2,1552,15500%$509.9K$502.8K-$7.1K2026-10-21
Welch & Forbes LLC
UNCHANGED2,1452,14500%$507.6K$500.5K-$7.1K2026-11-04
Cape Investment Advisory, Inc.
INCREASED2,1342,097+37+2%$496.2K$497.9K+$1.8K2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED2,1252,001+124+6%$473.5K$495.8K+$22.3K2026-11-05
Manchester Capital Management LLC
INCREASED2,1192,039+80+4%$482.4K$494.4K+$12.0K2026-10-22
Outlook Wealth Advisors, LLC
DECREASED2,1162,178-62-3%$515.3K$493.6K-$21.6K2026-10-28
Donalies Financial Planning, LLC
DECREASED2,1112,238-127-6%$529.6K$492.5K-$37.0K2026-10-19
MN Wealth Advisors, LLC
DECREASED2,1092,241-132-6%$530.5K$492.2K-$38.2K2026-10-23
Interchange Capital Partners, LLC
UNCHANGED2,1072,10700%$498.3K$491.5K-$6.8K2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
DECREASED2,1006,095-3,995-66%$1.4M$490.0K-$952.2K2026-10-21
Capital Investment Counsel, LLC
DECREASED2,0953,641-1,546-42%$861.6K$488.9K-$372.8K2026-10-14
Triad Wealth Partners, LLC
DECREASED2,0835,311-3,228-61%$1.3M$486.1K-$789.3K2026-10-26
Wealth Effects LLC
UNCHANGED2,0802,08000%$492.2K$485.3K-$6.9K2026-10-23
Brookmont Capital Management
DECREASED2,0702,113-43-2%$500.0K$482.9K-$17.0K2026-10-23
Chemistry Wealth Management LLC
UNCHANGED2,0692,06900%$489.6K$482.7K-$6.8K2026-10-16
Clarity Capital Advisors, LLC
UNCHANGED2,0692,06900%$489.5K$482.7K-$6.8K2026-10-27
Trust Co
UNCHANGED2,0682,06800%$489.3K$482.5K-$6.8K2026-10-09
Culbertson A N & Co Inc
DECREASED2,0672,767-700-25%$654.7K$482.3K-$172.5K2026-10-21
MV Capital Management, Inc.
INCREASED2,0641,416+648+46%$335.1K$481.6K+$146.5K2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED2,0612,06100%$487.7K$480.9K-$6.8K2026-10-27
Castle Rock Wealth Management, LLC
DECREASED2,0582,084-26-1%$492.8K$489.4K-$3.4K2026-10-09
First Bank & Trust
UNCHANGED2,0562,05600%$486.5K$479.7K-$6.8K2026-10-19
Gimbal Financial
INCREASED2,0532,014+39+2%$476.4K$479.1K+$2.6K2026-10-19
Gouws Capital LLC
DECREASED2,04612,770-10,724-84%$3.0M$477.4K-$2.5M2026-10-09
Verus Capital Partners, LLC
UNCHANGED2,0442,04400%$483.7K$476.9K-$6.9K2026-11-03
1834 Investment Advisors Co
NEW2,041—+2,041——$476.2K—2026-10-16
HMS Capital Management, LLC
DECREASED2,0342,093-59-3%$495.2K$474.6K-$20.7K2026-10-20
InvesTrust
DECREASED2,0332,163-130-6%$511.8K$474.3K-$37.5K2026-10-14
Uptown Financial Advisors LLC
INCREASED2,0321,384+648+47%$327.5K$474.1K+$146.6K2026-10-15
McCarley & Cook Financial Planners
UNCHANGED2,0322,03200%$480.8K$474.1K-$6.7K2026-10-21
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED2,0302,03000%$480.3K$473.6K-$6.7K2026-10-26
CX Institutional
DECREASED2,0282,331-303-13%$552$473-$792026-10-02
Pacific Center for Financial Services
INCREASED2,0132,008+5+0%$475.0K$469.7K-$5.4K2026-10-15
Blueline Advisors LLC
UNCHANGED2,0052,00500%$474.5K$467.9K-$6.6K2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED2,0042,003+1+0%$473.9K$467.5K-$6.5K2026-10-16
Finer Wealth Management, Inc.
UNCHANGED2,0002,00000%$473.2K$466.6K-$6.6K2026-10-16
Quadrant Capital Group LLC
DECREASED1,9852,758-773-28%$652.6K$475.8K-$176.8K2026-10-20
Nestegg Advisors, Inc.
DECREASED1,9852,041-56-3%$482.8K$463.1K-$19.7K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED1,9822,141-159-7%$506.5K$462.4K-$44.1K2026-10-20
Procyon Advisors, LLC
UNCHANGED1,9811,98100%$468.7K$462.2K-$6.6K2026-10-21
KW Wealth Management LLC
NEW1,980—+1,980——$462.0K—2026-10-28
Southland Equity Partners LLC
DECREASED1,9802,087-107-5%$493.9K$461.9K-$31.9K2026-10-14
Old Peak Finance LLC
UNCHANGED1,9751,97500%$467.3K$460.8K-$6.5K2026-11-02
Lakeshore Financial Planning, Inc.
INCREASED1,9501,888+62+3%$446.9K$454.9K+$8.0K2026-10-13
Cannon Advisors, Inc.
INCREASED1,9491,944+5+0%$461.4K$467.2K+$5.8K2026-10-14
Y-Intercept (Hong Kong) Ltd
DECREASED1,9442,388-444-19%$565.0K$453.6K-$111.5K2026-10-16
tru Independence LLC
INCREASED1,9401,934+6+0%$457.7K$452.6K-$5.1K2026-10-20
Independence Asset Advisors, LLC
INCREASED1,9391,893+46+2%$447.8K$452.3K+$4.5K2026-10-23
Integrity Investment Advisors, LLC
UNCHANGED1,9371,93700%$458.3K$451.9K-$6.4K2026-11-03
Strategent Financial, LLC
UNCHANGED1,9351,93500%$457.9K$451.5K-$6.4K2026-10-30
MKD Wealth Coaches, LLC
NEW1,934—+1,934——$451.2K—2026-10-09
Tannin Capital LLC
DECREASED1,9312,649-718-27%$626.8K$450.5K-$176.3K2026-11-05
Manske Wealth Management
UNCHANGED1,9301,93000%$456.7K$450.3K-$6.4K2026-10-26
Howard Capital Management Group, LLC
UNCHANGED1,9261,92600%$455.7K$449.4K-$6.4K2026-10-16
Doliver Advisors, LP
DECREASED1,9252,050-125-6%$485.1K$449.1K-$35.9K2026-10-01
Founders Grove Wealth Partners, LLC
UNCHANGED1,9241,92400%$455.3K$448.9K-$6.4K2026-10-16
Catalyst Private Wealth, LLC
INCREASED1,9141,913+1+0%$452.7K$446.5K-$6.2K2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED1,9121,825+87+5%$431.8K$446.1K+$14.3K2026-11-03
Madrona Financial Services, LLC
UNCHANGED1,9071,90700%$451.2K$444.9K-$6.3K2026-10-23
XY Planning Network, Inc.
DECREASED1,8942,145-251-12%$507.6K$441.9K-$65.7K2026-10-14
LMG Wealth Partners, LLC
UNCHANGED1,8931,89300%$447.9K$441.7K-$6.3K2026-11-05
TritonPoint Partners, LLC
DECREASED1,8922,689-797-30%$636.3K$441.4K-$194.8K2026-11-05
Symmetry Partners, LLC
UNCHANGED1,8921,89200%$447.7K$441.4K-$6.3K2026-10-27
Gilman Hill Asset Management, LLC
DECREASED1,8861,986-100-5%$469.9K$440.0K-$29.9K2026-10-13
Investors Asset Management of Georgia Inc
INCREASED1,8851,882+3+0%$445.2K$439.9K-$5.3K2026-10-20
Portland Financial Advisors Inc
UNCHANGED1,8851,88500%$446.0K$439.8K-$6.2K2026-10-26
Ellsworth Advisors, LLC
INCREASED1,8821,823+59+3%$432.7K$439.1K+$6.4K2026-10-15
Washington Trust Bank
UNCHANGED1,8801,88000%$444.8K$438.6K-$6.2K2026-11-03
Presilium Private Wealth, LLC
DECREASED1,8751,925-50-3%$455.5K$437.4K-$18.0K2026-10-26
Vima LLC
DECREASED1,8681,927-59-3%$456.0K$435.9K-$20.1K2026-10-23
Quantum Financial Advisors, LLC
UNCHANGED1,8601,86000%$440.1K$434.0K-$6.2K2026-11-03
Jeppson Wealth Management, LLC
UNCHANGED1,8571,85700%$439.4K$433.3K-$6.1K2026-10-20
Mustard Seed Financial, LLC
INCREASED1,8491,812+37+2%$428.7K$431.4K+$2.7K2026-10-30
Narus Financial Partners, LLC
INCREASED1,8471,840+7+0%$435.4K$430.9K-$4.5K2026-10-19
Wilsey Asset Management Inc
UNCHANGED1,8461,84600%$436.8K$430.7K-$6.1K2026-10-21
Colton Groome Financial Advisors, LLC
DECREASED1,8401,969-129-7%$465.9K$429.3K-$36.6K2026-10-06
Stone Summit Wealth LLC
DECREASED1,8342,669-835-31%$631.5K$427.9K-$203.6K2026-10-14
Curtis Advisory Group, LLC
UNCHANGED1,8191,81900%$430.4K$424.4K-$6.0K2026-10-28
Waterfront Wealth Inc.
INCREASED1,8171,762+55+3%$420.9K$441.5K+$20.7K2026-11-03
Shelter Rock Management, LLC
INCREASED1,7971,796+1+0%$425.1K$421.7K-$3.4K2026-10-09
Harbor Asset Planning, Inc.
DECREASED1,7961,799-30%$425.8K$418.8K-$7.0K2026-10-23
Delta Financial Advisors LLC
INCREASED1,7951,388+407+29%$328.4K$418.8K+$90.4K2026-10-27
Arthur M. Cohen & Associates, LLC
DECREASED1,7942,234-440-20%$528.6K$418.6K-$110.1K2026-10-26
Clarity Wealth Development LLC
DECREASED1,7941,823-29-2%$431.5K$418.6K-$12.8K2026-10-22
Shum Financial Group, Inc.
DECREASED1,7861,829-43-2%$432.8K$416.7K-$16.1K2026-10-13
Level Wealth Management LLC
INCREASED1,7861,774+12+1%$419.7K$416.6K-$3.1K2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED1,7771,759+18+1%$416.1K$414.6K-$1.6K2026-10-13
Selective Wealth Management, Inc.
DECREASED1,7651,836-71-4%$436.3K$427.3K-$9.0K2026-10-16
Seelaus Asset Management LLC
INCREASED1,7651,759+6+0%$416.2K$411.8K-$4.3K2026-10-14
Peddock Capital Advisors, LLC
INCREASED1,7651,763+2+0%$417.1K$411.7K-$5.4K2026-10-16
Shulman DeMeo Asset Management LLC
INCREASED1,7601,759+1+0%$416.2K$415.6K-$6062026-10-09
Parcion Private Wealth LLC
INCREASED1,759846+913+108%$200.2K$410.4K+$210.2K2026-10-28
Basso Capital Management, L.P.
DECREASED1,7551,905-150-8%$450.8K$409.5K-$41.3K2026-10-30
Elevated Capital Advisors, LLC
INCREASED1,7551,747+8+0%$413.4K$409.5K-$3.9K2026-11-04
Cairn Investment Group, Inc.
UNCHANGED1,7521,75200%$415.0K$409-$414.6K2026-11-04
Private Client Services, LLC
INCREASED1,7451,339+406+30%$316.8K$407.2K+$90.4K2026-10-02
Bdfs Capital LLC
INCREASED1,7451,741+4+0%$412.0K$407.0K-$5.0K2026-10-14
Northwest Financial Advisors
INCREASED1,7431,740+3+0%$411.7K$406.6K-$5.2K2026-10-27
Gradient Investments LLC
INCREASED1,7401,683+57+3%$398.3K$406.0K+$7.8K2026-10-08
Phoenix Wealth Advisors
UNCHANGED1,7371,73700%$411.0K$405.3K-$5.8K2026-11-03
Elm3 Financial Group, LLC
UNCHANGED1,7351,73500%$410.4K$404.7K-$5.7K2026-10-07
Fairman Group, LLC
DECREASED1,7311,737-60%$411.1K$403.9K-$7.2K2026-10-26
Almanack Investment Partners, Llc.
UNCHANGED1,7251,72500%$408.2K$402.5K-$5.7K2026-11-03
Ethic Inc.
INCREASED1,7231,055+668+63%$249.6K$402.0K+$152.4K2026-11-03
Walker Financial Services, Inc.
INCREASED1,7231,575+148+9%$372.8K$402.2K+$29.4K2026-10-26
Old Second National Bank of Aurora
UNCHANGED1,7221,72200%$407.5K$401.8K-$5.7K2026-10-22
Downshift Financial, LLC
INCREASED1,7211,654+67+4%$391.4K$401.6K+$10.2K2026-10-13
Summit Asset Management, LLC
UNCHANGED1,7181,71800%$406.6K$400.9K-$5.7K2026-11-05
Milestone Asset Management, LLC
DECREASED1,7091,845-136-7%$436.7K$398.9K-$37.8K2026-10-15
Private Wealth Group, LLC
UNCHANGED1,7091,70900%$404.4K$398.7K-$5.7K2026-10-19
Mattern Capital Management, LLC
UNCHANGED1,7061,70600%$403.7K$398.0K-$5.6K2026-11-02
LJI Wealth Management, LLC
UNCHANGED1,6951,69500%$401.1K$395.5K-$5.6K2026-10-28
GLR Partners, LLC
DECREASED1,6901,774-84-5%$419.8K$394.3K-$25.5K2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,6861,68600%$398.9K$393.4K-$5.6K2026-10-07
RCW Management, LLC
DECREASED1,6821,703-21-1%$403.0K$392.4K-$10.5K2026-10-30
Acropolis Investment Management, LLC
INCREASED1,6621,661+1+0%$392.9K$387.7K-$5.3K2026-10-08
Stillwater Wealth Management Group
INCREASED1,6601,465+195+13%$346.6K$387.3K+$40.8K2026-10-21
Oakworth Capital, Inc.
INCREASED1,6561,587+69+4%$375.4K$386.4K+$11.0K2026-10-26
Sather Financial Group Inc
UNCHANGED1,6561,65600%$391.8K$386.4K-$5.5K2026-10-30
Ironwood Financial, llc
UNCHANGED1,6561,65600%$394.8K$386.3K-$8.6K2026-10-20
Trust Co of Toledo NA
DECREASED1,6551,690-35-2%$399.9K$386.1K-$13.8K2026-10-16
Certior Financial Group, LLC
DECREASED1,6541,947-293-15%$460.7K$385.8K-$74.9K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED1,6502,355-705-30%$557.3K$385.0K-$172.3K2026-11-04
Regent Peak Wealth Advisors LLC
DECREASED1,6501,662-12-1%$393.2K$384.9K-$8.3K2026-10-13
Demars Financial Group, LLC
DECREASED1,6492,186-537-25%$517.2K$384.7K-$132.5K2026-10-22
Lineweaver Wealth Advisors, LLC
UNCHANGED1,6411,64100%$388.2K$382.9K-$5.3K2026-10-13
Richards, Merrill & Peterson, Inc.
INCREASED1,6401,630+10+1%$385.7K$382.6K-$3.1K2026-10-19
Davidson Trust Co
DECREASED1,6362,072-436-21%$490.3K$381.7K-$108.6K2026-10-09
Asio Capital, LLC
DECREASED1,6361,745-109-6%$412.9K$381.7K-$31.2K2026-10-19
Stockman Wealth Management, Inc.
DECREASED1,6241,633-9-1%$386.4K$378.9K-$7.5K2026-10-27
CrossGen Wealth, LLC
DECREASED1,6241,626-20%$384.8K$378.9K-$5.8K2026-10-30
Trinity Financial Advisors LLC
INCREASED1,6111,607+4+0%$380.2K$375.9K-$4.3K2026-10-09
Cross Staff Investments Inc
INCREASED1,6081,089+519+48%$257.7K$375.2K+$117.5K2026-10-22
Kestra Investment Management, LLC
DECREASED1,6081,646-38-2%$389.6K$375.2K-$14.4K2026-11-04
ARS Investment Partners, LLC
UNCHANGED1,6041,60400%$379.5K$374.2K-$5.3K2026-11-05
Spirit of America Management Corp
DECREASED1,598378,100-376,502-100%$1.6K$383.6K+$382.0K2026-10-14
Summit Financial Strategies, Inc.
INCREASED1,5981,495+103+7%$353.7K$372.8K+$19.1K2026-10-14
Landaas & Co
UNCHANGED1,5981,59800%$378.1K$372.8K-$5.3K2026-10-29
Flagship Private Wealth, LLC
DECREASED1,5931,624-31-2%$384.2K$371.6K-$12.6K2026-11-05
Costello Asset Management, Inc
DECREASED1,5931,604-11-1%$379.5K$371.7K-$7.8K2026-10-30
My Personal CFO, LLC
UNCHANGED1,5851,58500%$375.0K$369.8K-$5.2K2026-10-14
Wincap Financial LLC
DECREASED1,5841,616-32-2%$382.5K$369.5K-$13.0K2026-10-20
Williams & Novak Wealth Management, LLC
UNCHANGED1,5841,58400%$374.8K$369.6K-$5.2K2026-10-09
Clarus Group, Inc.
UNCHANGED1,5701,57000%$371.5K$366.3K-$5.2K2026-10-21
TruNorth Capital Management, LLC
UNCHANGED1,5671,56700%$370.9K$365.7K-$5.2K2026-10-14
Western Reserve Capital Management, LLC
DECREASED1,5631,704-141-8%$403.2K$364.7K-$38.5K2026-10-14
Grandview Asset Management LLC
DECREASED1,5621,603-41-3%$379.4K$364.5K-$14.9K2026-10-19
Sterling Investment Counsel, LLC
UNCHANGED1,5621,56200%$369.6K$364.4K-$5.2K2026-10-19
Provident Wealth Management, LLC
INCREASED1,5591,554+5+0%$367.6K$363.7K-$3.9K2026-10-20
Means Investment Co., Inc.
DECREASED1,5541,576-22-1%$372.9K$362.5K-$10.4K2026-11-03
Shakespeare Wealth Management, LLC
UNCHANGED1,5531,55300%$367.5K$362.3K-$5.1K2026-10-28
Team Financial Group, LLC
INCREASED1,5501,169+381+33%$276.5K$361.7K+$85.2K2026-10-30
Foguth Wealth Management, Llc.
INCREASED1,5491,375+174+13%$324.5K$374.5K+$50.0K2026-10-19
WP Advisors, LLC
INCREASED1,5481,543+5+0%$365.1K$361.4K-$3.7K2026-10-22
LifeWealth Investments, LLC
INCREASED1,5441,542+2+0%$364.9K$360.2K-$4.6K2026-10-21
Weitzel Financial Services, Inc.
DECREASED1,5391,610-71-4%$382.9K$361.3K-$21.6K2026-10-16
Wealthcare Capital Management LLC
DECREASED1,5371,540-30%$364.4K$358.6K-$5.8K2026-10-21
Park Edge Advisors, LLC
INCREASED1,5321,141+391+34%$269.9K$357.3K+$87.4K2026-10-28
Fourpath Capital Management, LLC
INCREASED1,5321,530+2+0%$362.1K$357.4K-$4.7K2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED1,5301,529+1+0%$361.7K$357.0K-$4.7K2026-10-07
Lodestone Wealth Management LLC
INCREASED1,5231,521+2+0%$359.9K$355.3K-$4.6K2026-10-14
Ipswich Investment Management Co., Inc.
UNCHANGED1,5211,52100%$359.9K$354.9K-$5.0K2026-10-13
Cornerstone Wealth Group, LLC
DECREASED1,5202,245-725-32%$531.2K$354.6K-$176.6K2026-11-02
West Branch Capital LLC
UNCHANGED1,5161,51600%$358.6K$353.6K-$5.0K2026-10-20
Wolff Wiese Magana LLC
INCREASED1,5151,315+200+15%$311.2K$353.5K+$42.3K2026-10-15
Kings Path Partners LLC
INCREASED1,5131,511+2+0%$357.6K$353.0K-$4.6K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED1,5111,561-50-3%$369.4K$352.5K-$16.8K2026-10-22
Weaver Capital Management LLC
DECREASED1,5091,609-100-6%$346.0K$352.1K+$6.0K2026-10-15
Aurora Private Wealth, Inc.
INCREASED1,5081,507+1+0%$356.0K$352-$355.6K2026-10-20
LEE Danner & Bass Inc
INCREASED1,5071,001+506+51%$237.0K$351.7K+$114.7K2026-10-27
Intrua Financial, LLC
DECREASED1,5021,515-13-1%$358.5K$350.5K-$8.1K2026-10-28
Accordant Advisory Group Inc
UNCHANGED1,5011,50100%$355.2K$350.2K-$5.0K2026-10-29
Holland Advisory Services, Inc.
UNCHANGED1,5001,50000%$354.9K$350.0K-$5.0K2026-10-26
Wrenne Financial Planning LLC
UNCHANGED1,4991,49900%$354.7K$349.7K-$5.0K2026-10-30
Riversedge Advisors, LLC
DECREASED1,4971,498-10%$354.4K$349.3K-$5.1K2026-10-09
Beacon Wealthcare LLC
NEW1,492—+1,492——$348.1K—2026-10-02
Legacy Capital Wealth Partners, LLC
UNCHANGED1,4921,49200%$353.0K$348.1K-$4.9K2026-10-21
Able Wealth Management LLC
UNCHANGED1,4891,48900%$352.3K$351.6K-$7002026-10-13
Element Pointe Advisors, LLC
UNCHANGED1,4891,48900%$352.3K$347.4K-$4.9K2026-10-21
Grantvest Financial Group LLC
UNCHANGED1,4871,48700%$351.9K$346.9K-$4.9K2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED1,4861,561-75-5%$369.4K$346.7K-$22.7K2026-10-22
Woodside Wealth Management LLC
UNCHANGED1,4811,48100%$350.4K$345.5K-$4.9K2026-10-16
Hendershot Investments Inc.
UNCHANGED1,4791,47900%$350.0K$345.1K-$4.9K2026-11-05
RHS Financial, LLC
INCREASED1,4781,462+16+1%$345.9K$344.8K-$1.1K2026-10-13
Lake Hills Wealth Management, LLC
UNCHANGED1,4781,47800%$349.7K$344.8K-$4.9K2026-10-07
Wealth Science Advisors LLC
UNCHANGED1,4751,47500%$349.0K$344.1K-$4.9K2026-10-09
Laurel Wealth Planning LLC
INCREASED1,4701,420+50+4%$336.1K$343.0K+$6.9K2026-11-02
Seek First Inc.
DECREASED1,4691,856-387-21%$439.1K$342.7K-$96.4K2026-10-27
Santori & Peters, Inc.
DECREASED1,4651,952-487-25%$462.0K$341.7K-$120.3K2026-10-26
RMR Wealth Builders
INCREASED1,4641,460+4+0%$345.5K$341.6K-$4.0K2026-10-22
Foundation Wealth Management, Llc\pa
NEW1,461—+1,461——$340.9K—2026-10-14
Gallagher Capital Advisors, LLC
INCREASED1,4591,453+6+0%$343.8K$340.3K-$3.5K2026-10-09
Mccarter Private Wealth Services LLC
UNCHANGED1,4591,45900%$345.2K$340.4K-$4.8K2026-10-22
Sentinel Trust Co LBA
UNCHANGED1,4551,45500%$344$339-$52026-11-03
West Wealth Group, LLC
INCREASED1,4531,410+43+3%$333.7K$339.0K+$5.3K2026-10-14
Old Port Advisors
DECREASED1,4521,520-68-4%$359.7K$338.8K-$20.9K2026-10-23
McHugh Group, LLC
UNCHANGED1,4501,45000%$343.1K$338.3K-$4.8K2026-10-19
Whelan Financial
INCREASED1,4471,147+300+26%$271.4K$337.6K+$66.2K2026-10-28
Smith & Howard Wealth Management, LLC
UNCHANGED1,4471,44700%$342.5K$337.7K-$4.8K2026-10-27
BetterWealth, LLC
UNCHANGED1,4451,44500%$342.0K$337.2K-$4.8K2026-10-15
Sigma Investment Counselors Inc
NEW1,437—+1,437——$335.3K—2026-10-27
Continuum Wealth Advisors, LLC
DECREASED1,4371,449-12-1%$342.9K$335.3K-$7.6K2026-10-20
Main Street Group, LTD
DECREASED1,4281,468-40-3%$347.2K$333.2K-$14.0K2026-10-28
Johnson Financial Group, LLC
NEW1,410—+1,410——$329.0K—2026-11-03
Curated Wealth Partners LLC
UNCHANGED1,4101,41000%$333.6K$329.0K-$4.7K2026-10-15
KFA Private Wealth Group, LLC
INCREASED1,4071,124+283+25%$266.0K$328.5K+$62.5K2026-10-07
Butensky & Cohen Financial Security, Inc
DECREASED1,4061,422-16-1%$336.5K$328.0K-$8.4K2026-10-13
Ascentis Wealth Management, LLC
DECREASED1,4031,406-30%$332.7K$327.4K-$5.3K2026-11-03
Sound Income Strategies, LLC
NEW1,398—+1,398——$331.9K—2026-10-09
Pennsylvania Capital Management Inc
DECREASED1,3832,037-654-32%$482.0K$322.7K-$159.3K2026-11-05
Charles Schwab Trust Co
INCREASED1,3791,059+320+30%$250.5K$321.7K+$71.2K2026-10-15
Mirador Capital Partners LP
DECREASED1,3791,384-50%$327.5K$321.8K-$5.7K2026-10-09
Global Wealth Management Investment Advisory, Inc.
INCREASED1,3771,376+1+0%$325.7K$321.2K-$4.5K2026-11-04
Cathy Pareto & Associates, Inc
INCREASED1,3711,301+70+5%$308.0K$319.9K+$11.9K2026-10-15
GGM Financial LLC
INCREASED1,3711,366+5+0%$323.2K$319.9K-$3.3K2026-11-05
marrick wealth, LLC
UNCHANGED1,3671,36700%$323.5K$318.9K-$4.5K2026-10-20
Baron Financial Group, LLC
UNCHANGED1,3671,36700%$323.5K$318.9K-$4.5K2026-10-09
Archer Investment Management, LLC
DECREASED1,3621,372-10-1%$324.6K$317.8K-$6.9K2026-10-13
Morey & Quinn Wealth Partners, LLC
INCREASED1,3611,255+106+8%$296.9K$317.6K+$20.7K2026-10-28
United Financial Planning Group LLC
INCREASED1,3611,317+44+3%$311.7K$317.4K+$5.7K2026-11-04
Nvwm, LLC
DECREASED1,3501,351-10%$319.7K$315.0K-$4.7K2026-10-14
Vista Investment Partners LLC
DECREASED1,3491,437-88-6%$340.0K$314.7K-$25.3K2026-10-08
Birch Hill Investment Advisors LLC
UNCHANGED1,3441,34400%$318.0K$313.6K-$4.4K2026-10-16
Sun Group Wealth Partners
UNCHANGED1,3421,34200%$317.5K$313.1K-$4.4K2026-10-26
A&I Financial Services, LLC
INCREASED1,3391,164+175+15%$275.4K$312.4K+$37.0K2026-10-15
First Financial Group Corp
INCREASED1,3321,331+1+0%$315.2K$311.0K-$4.2K2026-10-22
Haven Private, LLC
INCREASED1,3271,280+47+4%$302.9K$309.6K+$6.7K2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED1,3171,31700%$311.6K$307.3K-$4.4K2026-10-19
Signature Wealth Management Partners, LLC
UNCHANGED1,3171,31700%$311.6K$307.3K-$4.4K2026-10-21
Tucker Asset Management LLC
INCREASED1,3161,066+250+23%$252.2K$307.0K+$54.8K2026-10-29
Fermata Advisors, LLC
INCREASED1,3141,312+2+0%$310.6K$306.6K-$4.0K2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED1,3121,31200%$310.4K$306.1K-$4.3K2026-10-22
Liberty Capital Management, Inc.
DECREASED1,3091,354-45-3%$320.4K$305.4K-$15.0K2026-11-02
Next Level Private LLC
INCREASED1,3051,300+5+0%$307.6K$304.5K-$3.1K2026-10-20
Highland Capital Management, LLC
DECREASED1,2971,417-120-8%$335.3K$302.6K-$32.7K2026-10-26
Cottage Street Advisors LLC
INCREASED1,2941,291+3+0%$305.5K$302.0K-$3.6K2026-10-19
IMPACTfolio, LLC
UNCHANGED1,2931,29300%$306.0K$301.7K-$4.3K2026-10-28
Windsor Capital Management, LLC
DECREASED1,2841,410-126-9%$333.7K$299.7K-$34.1K2026-10-13
Acorn Financial Advisory Services Inc
INCREASED1,2771,211+66+5%$286.5K$297.9K+$11.4K2026-11-02
True North Advisors, LLC
DECREASED1,2591,398-139-10%$330.9K$293.8K-$37.1K2026-10-22
Zullo Investment Group, Inc.
UNCHANGED1,2501,25000%$295.8K$291.6K-$4.1K2026-10-20
Altfest L J & Co Inc
INCREASED1,2451,197+48+4%$283.3K$290.4K+$7.1K2026-10-27
Leelyn Smith, LLC
NEW1,244—+1,244——$290.2K—2026-11-03
Midland Wealth Advisors, LLC
UNCHANGED1,2421,24200%$293.9K$289.8K-$4.1K2026-10-26
Briggs Wealth Management, Inc
UNCHANGED1,2371,23700%$292.7K$288.6K-$4.1K2026-10-26
Traynor Capital Management, Inc.
INCREASED1,2361,208+28+2%$285.8K$288.3K+$2.5K2026-10-29
SeaBridge Investment Advisors LLC
INCREASED1,235949+286+30%$224.6K$288.2K+$63.6K2026-11-02
Quadrant Private Wealth Management, LLC
NEW1,234—+1,234——$287.9K—2026-11-04
Milestone Investment Advisors LLC
UNCHANGED1,2291,22900%$290.8K$286.7K-$4.1K2026-11-05
Aull & Monroe Investment Management Corp
UNCHANGED1,2251,22500%$289.9K$285.8K-$4.1K2026-10-16
EPG Wealth Management LLC
DECREASED1,2241,325-101-8%$313.5K$285.6K-$27.9K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED1,2211,236-15-1%$292.6K$284.8K-$7.8K2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2211,22100%$288.9K$284.9K-$4.0K2026-10-27
Convergence Financial, LLC
DECREASED1,2192,130-911-43%$504.0K$284.4K-$219.6K2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED1,2151,213+2+0%$287.1K$283.5K-$3.7K2026-11-02
Isthmus Partners, LLC
UNCHANGED1,2111,21100%$286.5K$282.5K-$4.0K2026-10-21
Emergent Wealth Advisors, LLC
DECREASED1,2081,211-30%$286.6K$281.9K-$4.7K2026-10-09
RMG Wealth Management LLC
UNCHANGED1,2051,20500%$296.7K$294.6K-$2.1K2026-10-26
William Mack & Associates, Inc.
NEW1,203—+1,203——$280.7K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,2001,20000%$283.9K$279.9K-$4.0K2026-10-28
Mid-American Wealth Advisory Group, Inc.
DECREASED1,1991,286-87-7%$304.3K$279.8K-$24.6K2026-10-21
IMG Wealth Management, Inc.
DECREASED1,1981,240-42-3%$293.5K$279.6K-$13.9K2026-10-27
First County Bank
INCREASED1,1881,020+168+16%$241.4K$277.2K+$35.8K2026-10-13
Clearwave Capital, LLC
INCREASED1,1841,179+5+0%$279.0K$276.1K-$2.8K2026-10-27
Crescent Sterling, Ltd.
INCREASED1,1831,035+148+14%$244.9K$276.0K+$31.1K2026-10-16
Sageworth Trust Co
INCREASED1,1831,159+24+2%$274.2K$276.0K+$1.8K2026-10-30
Iowa State Bank
UNCHANGED1,1791,17900%$279.0K$275.1K-$3.9K2026-10-06
Pioneer Wealth Management Group
INCREASED1,1781,089+89+8%$257.6K$274.8K+$17.2K2026-10-09
Summit Investment Advisory Services, LLC
INCREASED1,1781,174+4+0%$277.7K$274.9K-$2.7K2026-11-03
Seven Hills Financial, LLC
NEW1,176—+1,176——$274.4K—2026-10-13
Orba Wealth Advisors, L.L.C.
INCREASED1,1681,128+40+4%$266.9K$272.5K+$5.6K2026-10-23
Silverleafe Capital Partners, LLC
INCREASED1,1651,161+4+0%$274.6K$271.9K-$2.8K2026-10-02
Elevation Wealth Management LLC
DECREASED1,1631,179-16-1%$279.0K$271.5K-$7.5K2026-11-02
Breachway Investments LLC
UNCHANGED1,1631,16300%$275.2K$271.3K-$3.8K2026-10-19
Nemes Rush Group LLC
UNCHANGED1,1561,15600%$273.6K$269.8K-$3.8K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED1,1541,151+3+0%$272.3K$269.2K-$3.1K2026-11-03
Precedent Wealth Partners, LLC
UNCHANGED1,1421,14200%$270.2K$266.4K-$3.8K2026-10-21
Live Oak Private Wealth LLC
UNCHANGED1,1401,14000%$269.8K$266.1K-$3.8K2026-11-02
Parkway Wealth Management Group, LLC
UNCHANGED1,1391,13900%$269.5K$265.7K-$3.8K2026-10-20
SMI Advisory Services, LLC
UNCHANGED1,1361,13600%$271.5K$271.6K+$222026-10-13
Benchmark Financial, LLC
UNCHANGED1,1301,13000%$267.3K$263.6K-$3.7K2026-10-16
Bucket List Wealth Management, LLC
UNCHANGED1,1291,12900%$267.0K$263.4K-$3.6K2026-10-22
RIA Advisory Group LLC
DECREASED1,1272,066-939-45%$488.8K$263.0K-$225.8K2026-10-15
ETF Store, Inc.
INCREASED1,1271,125+2+0%$266.1K$263.0K-$3.1K2026-10-19
Archvest Wealth Advisors, Inc.
DECREASED1,1251,165-40-3%$275.7K$262.5K-$13.2K2026-10-29
Nfsg Corp
INCREASED1,1251,103+22+2%$261.1K$262.5K+$1.4K2026-10-15
Gilbert Capital Group, Inc.
INCREASED1,124860+264+31%$203.5K$262.2K+$58.7K2026-10-28
Fifth Third Securities, Inc.
NEW1,123—+1,123——$262.0K—2026-10-21
First City Capital Management, Inc.
DECREASED1,1171,133-16-1%$268.1K$260.6K-$7.5K2026-10-27
Reap Financial Group, LLC
INCREASED1,1161,111+5+0%$263.0K$260.3K-$2.7K2026-11-02
JIM Saulnier & Associates, LLC
NEW1,115—+1,115——$260.1K—2026-11-04
ZWJ Investment Counsel Inc
INCREASED1,114885+229+26%$209.4K$259.9K+$50.5K2026-10-15
Soltis Investment Advisors LLC
DECREASED1,1071,199-92-8%$283.8K$258.4K-$25.4K2026-10-28
ShankerValleau Wealth Advisors, Inc.
NEW1,104—+1,104——$257.6K—2026-10-16
Trust Co of Oklahoma
DECREASED1,1002,475-1,375-56%$585.6K$256.6K-$329.0K2026-10-15
Amarillo National Bank
UNCHANGED1,0901,09000%$257.9K$254.3K-$3.6K2026-10-23
G2 Capital Management, LLC / OH
DECREASED1,0891,176-87-7%$278.3K$254.1K-$24.2K2026-10-23
Capital CS Group, LLC
NEW1,079—+1,079——$251.6K—2026-10-29
Concord Wealth Partners
INCREASED1,0781,076+2+0%$254.7K$251.6K-$3.1K2026-11-02
Investment House LLC
INCREASED1,071971+100+10%$229.8K$249.9K+$20.1K2026-10-21
Mraz, Amerine & Associates, Inc.
DECREASED1,0711,096-25-2%$259.3K$249.9K-$9.5K2026-10-30
Triangle Securities Wealth Management
DECREASED1,0711,080-9-1%$255.6K$249.8K-$5.8K2026-10-14
Piedmont Capital Management, LLC
UNCHANGED1,0701,07000%$253.2K$249.6K-$3.5K2026-10-21
Marathon Capital Management
DECREASED1,0691,144-75-7%$270.7K$249.4K-$21.3K2026-10-23
City Holding Co
DECREASED1,0681,088-20-2%$257.4K$249.2K-$8.3K2026-10-19
Hidden Cove Wealth Management, LLC
UNCHANGED1,0681,06800%$252.7K$249.2K-$3.5K2026-10-19
55 North Private Wealth, LLC
INCREASED1,0671,066+1+0%$252.1K$248.9K-$3.3K2026-10-20
AA Financial Advisors, LLC
UNCHANGED1,0671,06700%$252.5K$248.9K-$3.5K2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED1,0561,05600%$249.9K$246.4K-$3.5K2026-10-13
Gill Capital Partners, LLC
INCREASED1,054697+357+51%$164.9K$245.9K+$81.0K2026-10-13
Anchor Capital Advisors LLC
UNCHANGED1,0521,05200%$248.9K$245.4K-$3.5K2026-11-05
Redwood Financial Network Corp
INCREASED1,0471,017+30+3%$240.6K$244.4K+$3.8K2026-11-03
Hibernia Wealth Partners, LLC
UNCHANGED1,0441,04400%$246.9K$243.5K-$3.4K2026-10-29
Balentine LLC
INCREASED1,0431,039+4+0%$245.8K$243.4K-$2.5K2026-11-03
Prism Planning Partners LLC
INCREASED1,040878+162+18%$207.8K$242.6K+$34.9K2026-10-27
Elco Management Co., LLC
UNCHANGED1,0401,04000%$246.1K$242.6K-$3.4K2026-10-14
Core Wealth Partners LLC
UNCHANGED1,0331,03300%$244.4K$241.0K-$3.4K2026-11-02
Heritage Investment Group, Inc.
UNCHANGED1,0331,03300%$244.4K$241.0K-$3.4K2026-11-03
Long Island Wealth Management, Inc.
UNCHANGED1,0321,03200%$244.2K$240.8K-$3.4K2026-10-20
Kingsman Wealth Management, Inc.
INCREASED1,0301,026+4+0%$242.8K$240.3K-$2.5K2026-10-13
Vestia Personal Wealth Advisors
INCREASED1,0301,028+2+0%$243.2K$240.3K-$2.9K2026-10-20
Rockline Wealth Management, LLC
UNCHANGED1,0291,02900%$243.5K$240.1K-$3.4K2026-10-26
Arjuna Capital
UNCHANGED1,0281,02800%$243.2K$239.8K-$3.4K2026-11-03
SpringVest Wealth Management LLC
UNCHANGED1,0281,02800%$243.3K$239.9K-$3.4K2026-10-27
IPG Investment Advisors LLC
INCREASED1,024857+167+19%$202.8K$238.9K+$36.1K2026-10-30
Highland Financial Advisors, LLC
NEW1,022—+1,022——$238.4K—2026-10-19
Bestgate Wealth Advisors, LLC
NEW1,015—+1,015——$236.8K—2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED1,0131,010+3+0%$239.0K$236.4K-$2.6K2026-11-02
SilverOak Wealth Management LLC
DECREASED1,0101,318-308-23%$311.9K$235.6K-$76.2K2026-10-29
Colonial River Investments, LLC
DECREASED1,0101,012-20%$239.5K$235.6K-$3.8K2026-10-19
Ares Financial Consulting, LLC
INCREASED1,0041,000+4+0%$236.5K$234.1K-$2.4K2026-10-19
Avalon Capital Management
UNCHANGED1,0021,00200%$237.1K$233.8K-$3.3K2026-11-04
Legacy Wealth Partners, LLC
UNCHANGED1,0021,00200%$237.1K$233.8K-$3.3K2026-10-15
Farmers & Merchants Trust Co of Long Beach
NEW1,000—+1,000——$233.3K—2026-10-22
WoodTrust Financial Corp
UNCHANGED1,0001,00000%$237.0K$233-$236.8K2026-10-09
First Financial Corp
UNCHANGED1,0001,00000%$236.6K$233.3K-$3.3K2026-10-13
Lmcg Investments, LLC
UNCHANGED1,0001,00000%$236.6K$233.3K-$3.3K2026-10-21
Heartwood Wealth Advisors LLC
UNCHANGED99899800%$236.1K$232.8K-$3.3K2026-10-05
Bennett Selby Investments LP
UNCHANGED99799700%$236.0K$232.7K-$3.3K2026-10-19
Crusonia Wealth Advisors LLC
INCREASED995880+115+13%$208.2K$232.1K+$23.9K2026-10-26
BAR Harbor Wealth Management
UNCHANGED99599500%$235.4K$232.1K-$3.3K2026-10-21
Chesley Taft & Associates LLC
INCREASED993953+40+4%$225.5K$231.7K+$6.2K2026-10-13
Retirement Planning Co of New England, Inc.
INCREASED990988+2+0%$233.9K$230.9K-$3.0K2026-10-15
Capital Management Corp
UNCHANGED99099000%$234.3K$231.0K-$3.3K2026-10-29
Goldstein Advisors, LLC
NEW989—+989——$230.7K—2026-10-15
Chapin Davis, Inc.
DECREASED9891,028-39-4%$243.2K$230.6K-$12.6K2026-10-09
Southern Capital Advisors, LLC
DECREASED987992-50%$234.8K$230.3K-$4.5K2026-10-26
Karras Company, Inc.
UNCHANGED98798700%$233.4K$230.2K-$3.3K2026-10-16
Navigation Group, LLC
UNCHANGED98598500%$233.1K$229.8K-$3.3K2026-10-28
Valley Brook Capital Group, Inc.
INCREASED984983+1+0%$232.5K$229.6K-$2.9K2026-10-26
Triumph Capital Management
DECREASED9811,211-230-19%$286.5K$228.9K-$57.7K2026-10-14
Trust Co of the South
UNCHANGED97597500%$230.7K$227.5K-$3.2K2026-10-21
Gateway Investment Advisers LLC
NEW972—+972——$226.8K—2026-10-13
Morangie Management LLC
INCREASED970969+1+0%$229.4K$226.2K-$3.2K2026-10-15
Financial Consulate, Inc
INCREASED968964+4+0%$228.2K$225.8K-$2.4K2026-10-23
Altiora Financial Group, LLC
UNCHANGED96596500%$228.3K$225.1K-$3.2K2026-11-04
Legacy Financial Group, Inc.
DECREASED964972-8-1%$230.0K$224.9K-$5.1K2026-10-21
CapWealth Advisors, LLC
UNCHANGED96396300%$227.9K$224.7K-$3.2K2026-10-05
Coastline Trust Co
DECREASED9621,022-60-6%$241.8K$224.4K-$17.4K2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9554,191-3,236-77%$992.0K$222.8K-$769.2K2026-10-14
Sound Financial Strategies Group, LLC
DECREASED9551,014-59-6%$239.9K$222.8K-$17.1K2026-10-30
Allen Capital Group, LLC
INCREASED954930+24+3%$220.1K$222.6K+$2.5K2026-10-27
Westhampton Capital, LLC
UNCHANGED95495400%$225.7K$222.6K-$3.2K2026-10-30
Vestment Financial LLC
UNCHANGED95495400%$227.6K$222.0K-$5.6K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED95495400%$225.7K$222.6K-$3.2K2026-10-14
Intergy Private Wealth, LLC
UNCHANGED95495400%$225.7K$222.6K-$3.2K2026-10-16
ICW Investment Advisors LLC
NEW953—+953——$222.4K—2026-10-27
Alliance Wealth Advisors, LLC
NEW953—+953——$222.3K—2026-10-14
Walleye Partners, LLC
UNCHANGED95095000%$224.8K$221.6K-$3.1K2026-10-13
Univest Financial Corp
DECREASED9421,167-225-19%$276.1K$219.8K-$56.4K2026-11-05
Mcdonald Partners LLC
INCREASED940869+71+8%$205.6K$219.3K+$13.7K2026-11-03
Foundry Financial LLC
NEW937—+937——$218.6K—2026-10-16
Kenora Financial, LLC
NEW937—+937——$218.6K—2026-10-20
Benchmark Financial Wealth Advisors, LLC
NEW936—+936——$218.3K—2026-10-20
Nearside Advisors, LLC
NEW931—+931——$217.2K—2026-10-20
Canvas Wealth Advisors, LLC
DECREASED9301,489-559-38%$352.3K$231.7K-$120.6K2026-11-02
Grand Central Investment Group
UNCHANGED93093000%$220.1K$217.0K-$3.1K2026-11-02
Granite Group Advisors, LLC
NEW929—+929——$216.7K—2026-10-14
Salomon & Ludwin, LLC
DECREASED926934-8-1%$220.9K$216.0K-$4.8K2026-10-29
Optivise Advisory Services LLC
DECREASED925934-9-1%$220.9K$215.7K-$5.2K2026-10-19
Columbia Bank
UNCHANGED92592500%$218.9K$215.8K-$3.1K2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED92492400%$218.6K$215.6K-$3.1K2026-10-30
Bright Futures Wealth Management, Llc.
NEW915—+915——$213.6K—2026-10-23
Nabity-Jensen Investment Management Inc
DECREASED915927-12-1%$219.3K$213.5K-$5.9K2026-10-23
Moisand Fitzgerald Tamayo, LLC
UNCHANGED91391300%$216.0K$213.0K-$3.0K2026-10-15
Alternative Investment Advisors, Llc.
INCREASED912909+3+0%$215.2K$213.0K-$2.2K2026-11-03
Virginia Wealth Management Group, Inc.
UNCHANGED91091000%$215.3K$212.3K-$3.0K2026-10-14
Private Wealth Partners, LLC
NEW906—+906——$211.4K—2026-10-22
TFC Financial Management, Inc.
INCREASED903899+4+0%$212.8K$210.6K-$2.2K2026-10-26
Abundance Wealth Counselors
UNCHANGED90290200%$213.4K$210.4K-$3.0K2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED89789700%$212.2K$209.3K-$3.0K2026-10-16
Gibbs Wealth Management
NEW892—+892——$208.1K—2026-10-22
APS Management Group, Inc.
DECREASED892920-28-3%$217.7K$208.1K-$9.6K2026-10-14
Pinnacle Wealth Management Group, Inc.
NEW891—+891——$207.9K—2026-10-15
Warren Street Wealth Advisors, LLC
INCREASED890888+2+0%$210.1K$207.7K-$2.4K2026-11-04
Hudock, Inc.
UNCHANGED88588500%$209.4K$206.5K-$2.9K2026-10-14
Builder Investment Group Inc
UNCHANGED88388300%$208.9K$206.0K-$2.9K2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED8821,365-483-35%$323.0K$205.8K-$117.2K2026-10-16
Brighton Securities Corp.
UNCHANGED88088000%$208.2K$205.3K-$2.9K2026-10-08
Carmel Capital Partners, LLC
DECREASED877878-10%$207.8K$204.7K-$3.2K2026-11-03
WealthPLAN Partners, LLC
INCREASED874865+9+1%$204.6K$203.8K-$8282026-10-15
James Investment Research, Inc.
UNCHANGED87487400%$206.8K$203.9K-$2.9K2026-10-22
4J Wealth Management LLC
UNCHANGED87287200%$206.3K$203.4K-$2.9K2026-11-02
HBW Advisory Services LLC
NEW865—+865——$201.7K—2026-10-15
Hippocratic Financial Advisors, LLC
UNCHANGED86186100%$203.7K$200.9K-$2.9K2026-10-13
Opal Wealth Advisors, LLC
UNCHANGED86186100%$203.7K$200.9K-$2.9K2026-10-16
NTV Asset Management LLC
DECREASED860900-40-4%$213.1K$200.8K-$12.3K2026-10-23
Carolina Wealth Management Inc
UNCHANGED85885800%$203.0K$200.2K-$2.8K2026-10-29
Entrust Financial LLC
UNCHANGED85585500%$202.4K$199.6K-$2.8K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED84855+793+1442%$13.0K$198-$12.8K2026-10-14
Dorato Capital Management
UNCHANGED78978900%$188.4K$187.0K-$1.5K2026-10-08
Winthrop Capital Management, LLC
UNCHANGED78478400%$186.0K$182.9K-$3.1K2026-11-05
Balance Wealth Partners LLC
NEW780—+780——$182.0K—2026-10-27
Princeton Global Asset Management LLC
DECREASED7771,178-401-34%$278.9K$181.3K-$97.6K2026-10-21
Syntax Research, Inc.
INCREASED776773+3+0%$183.0K$181.2K-$1.8K2026-11-04
MTM Investment Management, LLC
UNCHANGED77277200%$182.7K$180.1K-$2.6K2026-10-30
Signature Equity Partners, LLC
INCREASED760694+66+10%$164.3K$177.2K+$13.0K2026-10-29
Gen-Wealth Partners Inc
DECREASED7591,772-1,013-57%$419.2K$177.2K-$242.0K2026-11-04
Pacifica Partners Inc.
INCREASED757755+2+0%$180.2K$176.8K-$3.3K2026-10-09
Richardson Capital Management LLC
DECREASED754774-20-3%$183.2K$175.9K-$7.3K2026-10-23
Parkside Financial Bank & Trust
DECREASED736849-113-13%$200.9K$171.7K-$29.2K2026-10-27
Portfolio Resources Advisor Group, Inc.
NEW728—+728——$170.0K—2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED69569500%$164.5K$162.2K-$2.3K2026-10-16
Adirondack Trust Co
UNCHANGED68168100%$161.1K$158.9K-$2.3K2026-10-14
Align Financial, LLC
INCREASED676630+46+7%$149.1K$157.7K+$8.6K2026-10-16
Global Trust Asset Management, LLC
UNCHANGED67667600%$160.0K$157.7K-$2.2K2026-10-19
MB, Levis & Associates, LLC
INCREASED663661+2+0%$156.4K$154.6K-$1.8K2026-10-16
Newton One Investments LLC
INCREASED643640+3+0%$151.5K$149.9K-$1.5K2026-10-14
Point Nemo Capital, LLC
UNCHANGED63163100%$149.3K$147.2K-$2.1K2026-11-03
Atwood & Palmer Inc
INCREASED613336+277+82%$79.5K$143.0K+$63.5K2026-10-08
Morton Brown Family Wealth, LLC
INCREASED570367+203+55%$86.8K$132.9K+$46.1K2026-10-23
Community Financial Services Group, LLC
DECREASED496546-50-9%$129.1K$115.8K-$13.3K2026-10-15
Godsey & Gibb, Inc
DECREASED493543-50-9%$128.5K$115.0K-$13.5K2026-10-14
Meriwether Wealth & Planning, LLC
NEW477—+477——$111.3K—2026-10-13
Financial Network Wealth Advisors LLC
NEW475—+475——$110.8K—2026-10-28
Key Capital Management, Inc
DECREASED446702-256-36%$166.2K$104.1K-$62.0K2026-11-03
Toth Financial Advisory Corp
UNCHANGED44044000%$104.1K$102.7K-$1.5K2026-10-08
Mainstream Capital Management LLC
NEW418—+418——$97.5K—2026-10-23
Vestor Capital, LLC
DECREASED4155,193-4,778-92%$1.9K$116-$1.8K2026-11-04
Lynch Investment Planning, LLC
NEW413—+413——$96.4K—2026-10-27
Clayton Financial Group LLC
NEW407—+407——$95.0K—2026-10-13
Tradewinds Capital Management, LLC
DECREASED396463-67-14%$109.6K$92.4K-$17.2K2026-10-23
Sarver Vrooman Wealth Advisors
NEW370—+370——$86.3K—2026-10-01
Proathlete Wealth Management LLC
INCREASED35631+325+1048%$7.4K$83.2K+$75.8K2026-10-15
Creative Capital Management Investments LLC
INCREASED355307+48+16%$72.6K$82.8K+$10.2K2026-10-28
Bullock Wealth Management Group
INCREASED344343+1+0%$81.1K$80.3K-$7842026-10-09
MidAtlantic Capital Management, Inc.
NEW341—+341——$79.5K—2026-11-05
Clean Yield Group
NEW336—+336——$78.3K—2026-10-28
SJS Investment Consulting Inc.
UNCHANGED32632600%$77.1K$76.1K-$1.1K2026-10-26
Eukles Asset Management
UNCHANGED31431400%$74.3K$73.3K-$1.0K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED31031+279+900%$7.3K$72.2K+$64.9K2026-11-02
NorthAvenue LLC
UNCHANGED30830800%$72.9K$71.9K-$1.0K2026-10-29
United Community Bank
INCREASED303203+100+49%$48.0K$70.7K+$22.7K2026-10-28
Wells Financial Advisors Inc
UNCHANGED29829800%$70.5K$69.5K-$9872026-11-02
SBK Financial, Inc.
UNCHANGED29229200%$69.1K$68.1K-$9672026-11-02
Tower Trust & Investment Co
UNCHANGED28828800%$68.1K$67.2K-$9532026-10-28
Evermay Wealth Management LLC
INCREASED285210+75+36%$49.7K$66.5K+$16.8K2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED28028000%$66.2K$65.4K-$8212026-10-20
Highline Wealth Partners LLC
DECREASED279323-44-14%$76.4K$65.2K-$11.2K2026-10-19
Horrell Capital Management, Inc.
UNCHANGED27427400%$64.8K$63.9K-$9072026-10-08
Compass Wealth Management LLC
NEW272—+272——$63.5K—2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED27127100%$64.1K$63.2K-$8972026-10-16
Davis Capital Management
DECREASED264322-58-18%$76.3K$61.6K-$14.7K2026-10-08
Wilkerson Advisory Group LLC
DECREASED254283-29-10%$67.0K$59.3K-$7.8K2026-10-20
Madden Securities Corp
NEW250—+250——$58.3K—2026-10-27
Legacies Wealth LLC
UNCHANGED25025000%$59.2K$58.3K-$8272026-11-02
WPG Advisers, LLC
DECREASED246315-69-22%$74.6K$57.4K-$17.2K2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED24024000%$57$56-$12026-10-13
Southern Michigan Bank & Trust
UNCHANGED22522500%$53.2K$52.5K-$7452026-10-19
Hartford Financial Management Inc.
UNCHANGED21521500%$50.9K$50.2K-$7122026-10-21
Yankcom Partnership
UNCHANGED21421400%$50.6K$49.9K-$7092026-10-15
Horizons Wealth Management
NEW211—+211——$49.2K—2026-10-05
Olistico Wealth, LLC
UNCHANGED20520500%$48.4K$47.7K-$6772026-10-05
DeDora Capital, Inc.
NEW202—+202——$47.1K—2026-10-26
New England Capital Financial Advisors LLC
UNCHANGED19219200%$45.4K$44.8K-$6362026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED18118100%$42.9K$42.5K-$4332026-10-27
Thompson Investment Management, Inc.
UNCHANGED17517500%$41.4K$40.8K-$5792026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED17517500%$41.4K$40.8K-$5802026-11-02
PFS Partners, LLC
UNCHANGED17117100%$40.4K$40.0K-$4072026-10-21
Valued Wealth Advisors LLC
INCREASED167166+1+1%$39.3K$38.9K-$4252026-11-05
Murphy & Mullick Capital Management Corp
UNCHANGED16316300%$38.6K$38.0K-$5392026-11-02
Fortitude Family Office, LLC
UNCHANGED16116100%$38.1K$37.6K-$5332026-10-14
Polaris Financial Partners
NEW158—+158——$37—2026-10-02
Private Wealth Management Group, LLC
DECREASED154158-4-3%$37.4K$35.9K-$1.5K2026-10-19
Piscataqua Savings Bank
UNCHANGED14814800%$35.0K$34.5K-$4902026-10-21
Hurley Capital, LLC
UNCHANGED14014000%$33.1K$32.8K-$3342026-11-05
Y.D. More Investments Ltd
UNCHANGED13613600%$32.2K$31.7K-$4502026-11-02
Glass Jacobson Investment Advisors llc
INCREASED1327+125+1786%$1.7K$30.9K+$29.1K2026-10-26
Rakuten Securities, Inc.
DECREASED131346-215-62%$81.9K$30.6K-$51.3K2026-11-02
Steph & Co
UNCHANGED11011000%$26.0K$25.7K-$3642026-10-07
Tompkins Financial Corp
UNCHANGED10710700%$25.3K$25.0K-$3542026-10-05
Putney Financial Group LLC
NEW105—+105——$24.5K—2026-10-30
Torren Management, LLC
NEW100—+100——$23.3K—2026-10-29
GoalVest Advisory LLC
DECREASED100598-498-83%$141.5K$23.3K-$118.2K2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED10010000%$23.7K$23.3K-$3312026-11-04
True Wealth Design, LLC
UNCHANGED10010000%$23.7K$23.3K-$3312026-10-13
Midwest Capital Advisors, LLC
UNCHANGED10010000%$23.8K$23.4K-$3322026-11-04
Valley Wealth Managers, Inc.
DECREASED95245-150-61%$58.0K$22.2K-$35.8K2026-10-09
American National Bank & Trust
INCREASED9543+52+121%$10.2K$22.2K+$12.0K2026-10-07
Buck Wealth Strategies, LLC
INCREASED9390+3+3%$21.3K$21.7K+$4022026-10-28
Barnes Dennig Private Wealth Management LLC
UNCHANGED929200%$21.8K$21.5K-$3042026-10-30
Activest Wealth Management
UNCHANGED919100%$21.5K$21.2K-$2872026-10-15
Kozak & Associates, Inc.
UNCHANGED838300%$19.7K$20.5K+$8712026-10-29
Signature Resources Capital Management, LLC
UNCHANGED818100%$19.2K$18.9K-$2682026-10-16
Horizon Financial Services, LLC
UNCHANGED787800%$18.5K$18.2K-$2582026-11-04
Friedenthal Financial
NEW75—+75——$17.5K—2026-10-27
Country Trust Bank
INCREASED7316+57+356%$3.8K$17.0K+$13.2K2026-10-30
POM Investment Strategies, LLC
NEW70—+70——$16.3K—2026-10-20
Navigoe, LLC
UNCHANGED696900%$16$16$02026-11-04
Cedar Mountain Advisors, LLC
INCREASED6867+1+1%$15.9K$15.7K-$1612026-10-15
Washington Trust Advisors, Inc.
UNCHANGED606000%$14.1K$13.9K-$1972026-10-22
Fairway Wealth LLC
NEW59—+59——$13.8K—2026-10-30
Sunrise Financial Services, LLC
UNCHANGED595900%$14.0K$13.8K-$1962026-10-21
Bank of New Hampshire
UNCHANGED555500%$13.0K$12.8K-$1822026-10-06
PayPay Securities Corp
INCREASED5352+1+2%$12.3K$12.4K+$612026-10-27
First Community Trust NA
NEW50—+50——$11.7K—2026-10-07
Birch Financial Group, LLC
NEW36—+36——$8.4K—2026-10-27
Planning Strategies Inc.
UNCHANGED363600%$8.5K$8.4K-$1192026-10-02
Bank & Trust Co
UNCHANGED303000%$7.1K$7.0K-$1002026-10-07
DT Investment Partners, LLC
UNCHANGED292900%$6.9K$6.8K-$962026-10-27
Centerpoint Advisors, LLC
INCREASED2314+9+64%$3$5+$22026-11-05
Sfam, LLC
UNCHANGED232300%$5.4K$5.4K-$762026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED222200%$4.8K$5.1K+$2972026-11-03
Carota Wealth Management
NEW20—+20——$4.7K—2026-11-03
Gold Investment Management Ltd.
UNCHANGED191900%$4.5K$4.4K-$652026-10-19
Catherine Avery Investment Management LLC
UNCHANGED181800%$4.3K$4.2K-$592026-10-14
Networth Advisors, LLC
UNCHANGED181800%$4.3K$4.2K-$432026-11-03
CGC Financial Services, LLC
NEW16—+16——$3.7K—2026-10-13
Go Invest LLC
UNCHANGED161600%$3.7K$3.7K-$532026-10-09
Covestor Ltd
UNCHANGED8800%$2$2$02026-10-30
Vision Financial Markets LLC
UNCHANGED6600%$1.2K$1.2K-$92026-10-22
Montgomery Financial Services LLC
UNCHANGED5500%$1.2K$1.2K-$162026-11-03
Blume Capital Management, Inc.
UNCHANGED2200%$474$467-$72026-10-26
Jefferies Financial Group Inc.
CLOSED042,168-42,168-100%$10.0M$0-$10.0M2026-11-05
Hofer & Associates. Inc
CLOSED030,540-30,540-100%$7.2M$0-$7.2M2026-10-13
Luminvest Wealth Management LLC
CLOSED05,582-5,582-100%$1.3M$0-$1.3M2026-10-14
Sage Capital Advisors,llc
CLOSED05,111-5,111-100%$1.2M$0-$1.2M2026-10-13
Nixon Peabody Trust Co
CLOSED04,076-4,076-100%$964.5K$0-$964.5K2026-10-23
Sendero Wealth Management, LLC
CLOSED03,932-3,932-100%$930.3K$0-$930.3K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED03,008-3,008-100%$711.8K$0-$711.8K2026-10-27
James Hambro & Partners LLP
CLOSED02,737-2,737-100%$647.5K$0-$647.5K2026-10-19
Avestar Capital, LLC
CLOSED02,659-2,659-100%$629.1K$0-$629.1K2026-10-28
Teamwork Financial Advisors, LLC
CLOSED01,719-1,719-100%$406.7K$0-$406.7K2026-10-19
Golden Reserve Retirement LLC
CLOSED01,589-1,589-100%$376.0K$0-$376.0K2026-11-02
Commonwealth Financial Services, LLC
CLOSED01,583-1,583-100%$374.5K$0-$374.5K2026-10-20
W.H. Cornerstone Investments Inc.
CLOSED01,077-1,077-100%$254.7K$0-$254.7K2026-11-03
Omega Financial Group, LLC
CLOSED01,060-1,060-100%$250.9K$0-$250.9K2026-10-29
Juncture Wealth Strategies, LLC
CLOSED01,047-1,047-100%$247.7K$0-$247.7K2026-10-06
Financial Discovery Group Inc
CLOSED01,040-1,040-100%$246.0K$0-$246.0K2026-11-03
Eagle Bluffs Wealth Management LLC
CLOSED0994-994-100%$235.2K$0-$235.2K2026-10-20
NBT Bank, N.A.
CLOSED0977-977-100%$231.2K$0-$231.2K2026-10-21
Evolution Wealth Advisors, LLC
CLOSED0954-954-100%$225.7K$0-$225.7K2026-11-03
Harbor Group, Inc.
CLOSED0921-921-100%$217.9K$0-$217.9K2026-10-14
Cynosure Group, LLC
CLOSED0905-905-100%$214.1K$0-$214.1K2026-11-03
Aviso Wealth Management
CLOSED0900-900-100%$213.0K$0-$213.0K2026-11-04
Fulcrum Wealth Advisors, LLC
CLOSED0898-898-100%$212.5K$0-$212.5K2026-10-16
Financial Synergies Wealth Advisors, Inc.
CLOSED0861-861-100%$203.8K$0-$203.8K2026-10-16
Rinkey Investments
CLOSED0859-859-100%$203.3K$0-$203.3K2026-10-28
Iams Wealth Management, LLC
CLOSED0854-854-100%$202.3K$0-$202.3K2026-10-15
Dodds Wealth, LLC
CLOSED0851-851-100%$201.5K$0-$201.5K2026-11-02
Foster Group, Inc.
CLOSED0847-847-100%$200.4K$0-$200.4K2026-10-13
SP Asset Management LLC
CLOSED0846-846-100%$200.3K$0-$200.3K2026-11-05
Brooklyn FI, LLC
CLOSED0660-660-100%$156.7K$0-$156.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED0484-484-100%$114.5K$0-$114.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED0482-482-100%$114.5K$0-$114.5K2026-10-16
Bullseye Investment Management, LLC
CLOSED0380-380-100%$89.9K$0-$89.9K2026-10-29
First Pacific Financial
CLOSED0261-261-100%$61.8K$0-$61.8K2026-10-14
Solstein Capital, LLC
CLOSED0246-246-100%$58.2K$0-$58.2K2026-11-02
Obsidian CIO, LLC
CLOSED0216-216-100%$51.2K$0-$51.2K2026-11-05
Founders Capital Management
CLOSED0200-200-100%$47.3K$0-$47.3K2026-10-13
Robinswood Financial LLC
CLOSED0181-181-100%$43.0K$0-$43.0K2026-10-20
Investment Research & Advisory Group, Inc.
CLOSED0141-141-100%$33.4K$0-$33.4K2026-10-19
Atlatl Advisers LLC
CLOSED0113-113-100%$26.7K$0-$26.7K2026-10-22
Hilton Head Capital Partners, LLC
CLOSED0108-108-100%$25.6K$0-$25.6K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED090-90-100%$21.3K$0-$21.3K2026-10-29
Bangor Savings Bank
CLOSED064-64-100%$15.1K$0-$15.1K2026-10-06
Stone House Investment Management, LLC
CLOSED054-54-100%$12.8K$0-$12.8K2026-10-23
J.Safra Asset Management Corp
CLOSED01-1-100%$236$0-$2362026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$1.4M+$275.1K2026-10-29
Bank of America Corp
N/A—21,358,826-21,358,826-100%$5.1B———
Morgan Stanley
N/A—13,212,733-13,212,733-100%$3.1B———
Vanguard Global Advisers, LLC
N/A—10,667,534-10,667,534-100%$2.5B———
Wells Fargo & Company
N/A—10,056,282-10,056,282-100%$2.4B———
Wealthfront Advisers LLC
N/A—9,471,819-9,471,819-100%$2.2B———
LPL Financial LLC
N/A—7,131,746-7,131,746-100%$1.7B———
Raymond James Financial Inc
N/A—6,364,215-6,364,215-100%$1.5B———
UBS Group AG
N/A—6,245,312-6,245,312-100%$1.5B———
Royal Bank of Canada
N/A—4,179,545-4,179,545-100%$989.0M———
JPMorgan Chase & Co
N/A—3,194,824-3,194,824-100%$753.8M———
Envestnet Asset Management Inc
N/A—2,577,266-2,577,266-100%$609.8M———
HighTower Advisors, LLC
N/A—2,356,586-2,356,586-100%$557.6M———
Jones Financial Companies Lllp
N/A—2,318,930-2,318,930-100%$544.0M———
Prudential Financial Inc
N/A—2,313,712-2,313,712-100%$547.5M———
Ameriprise Financial Inc
N/A—2,300,589-2,300,589-100%$544.4M———
Osaic Holdings, Inc.
N/A—2,237,985-2,237,985-100%$529.8M———
Northwestern Mutual Wealth Management Co
N/A—1,519,922-1,519,922-100%$359.6M———
Manufacturers Life Insurance Company, the
N/A—1,506,493-1,506,493-100%$192.7M———
Waverly Advisors, LLC
N/A—1,371,321-1,371,321-100%$324.5M———
Cetera Investment Advisers
N/A—1,285,097-1,285,097-100%$304.1M———
Mariner, LLC
N/A—1,241,734-1,241,734-100%$293.8M———
MAI Capital Management
N/A—1,238,223-1,238,223-100%$293.0M———
Captrust Financial Advisors
N/A—1,237,628-1,237,628-100%$292.8M———
Stifel Financial Corp
N/A—1,046,300-1,046,300-100%$247.6M———
Cerity Partners LLC
N/A—988,361-988,361-100%$233.9M———
Brown Advisory Inc
N/A—983,479-983,479-100%$232.7M———
Rockefeller Capital Management L.P.
N/A—840,863-840,863-100%$199.0M———
Cresset Asset Management, LLC
N/A—780,274-780,274-100%$184.6M———
Blair William & Co
N/A—718,567-718,567-100%$170.0M———
Goldman Sachs Group Inc
N/A—703,627-703,627-100%$166.5M———
Focus Partners Wealth
N/A—700,902-700,902-100%$165.8M———
Bank of Montreal
N/A—682,120-682,120-100%$161.4M———
Baird Financial Group, Inc.
N/A—636,627-636,627-100%$150.6M———
&partners
N/A—607,172-607,172-100%$143.6M———
Private Advisor Group, LLC
N/A—597,388-597,388-100%$141.4M———
Mercer Global Advisors Inc
N/A—591,708-591,708-100%$140.0M———
MML Investors Services, LLC
N/A—581,667-581,667-100%$137.6M———
Janney Montgomery Scott LLC
N/A—580,039-580,039-100%$137.2M———
Glenmede Trust Co NA
N/A—546,238-546,238-100%$129.3M———
FMR LLC
N/A—527,214-527,214-100%$124.7M———
Sanctuary Advisors, LLC
N/A—502,877-502,877-100%$119.0M———
Beacon Pointe Advisors, LLC
N/A—501,401-501,401-100%$118.6M———
Steward Partners Investment Advisory, LLC
N/A—496,181-496,181-100%$117.4M———
360 Financial, Inc.
N/A—423,147-423,147-100%$100.1M———
PNC Financial Services Group, Inc.
N/A—423,010-423,010-100%$100.1M———
Haverford Trust Co
N/A—396,730-396,730-100%$93.9M———
Franklin Resources Inc
N/A—371,880-371,880-100%$88.0M———
Sequoia Financial Advisors, LLC
N/A—371,405-371,405-100%$87.9M———
IEQ Capital, LLC
N/A—368,338-368,338-100%$87.2M———
Systematic Alpha Investments, LLC
N/A—353,000-353,000-100%$83.5M———
RWA Wealth Partners, LLC
N/A—339,068-339,068-100%$80.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—336,751-336,751-100%$79.7M———
NewEdge Advisors, LLC
N/A—330,832-330,832-100%$78.3M———
Performance Wealth Partners, LLC
N/A—323,157-323,157-100%$76.5M———
Wellington Management Group LLP
N/A—303,630-303,630-100%$71.8M———
Equitable Holdings, Inc.
N/A—301,234-301,234-100%$71.3M———
MJP Associates Inc
N/A—273,439-273,439-100%$64.7M———
AQR Capital Management LLC
N/A—257,239-257,239-100%$60.9M———
Stokes Family Office, LLC
N/A—248,453-248,453-100%$58.8M———
Quantinno Capital Management LP
N/A—248,110-248,110-100%$58.7M———
Intellus Advisors LLC
N/A—227,409-227,409-100%$53.8M———
Horizon Investments, LLC
N/A—225,476-225,476-100%$53.4M———
Northern Trust Corp
N/A—219,803-219,803-100%$52.0M———
UBS Asset Management Americas LLC
N/A—218,582-218,582-100%$51.7M———
Pathstone Holdings, LLC
N/A—210,679-210,679-100%$49.9M———
Aurdan Capital Management, LLC
N/A—209,921-209,921-100%$49.7M———
TD Capital Management LLC
N/A—186,771-186,771-100%$44.2M———
Ballentine Partners, LLC
N/A—184,845-184,845-100%$43.7M———
Harbour Investments, Inc.
N/A—184,786-184,786-100%$43.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—183,565-183,565-100%$43.4M———
Crews Bank & Trust
N/A—181,557-181,557-100%$43.0M———
Betterment LLC
N/A—172,908-172,908-100%$40.9M———
Diversified Trust Co
N/A—171,297-171,297-100%$40.5M———
American Financial Advisors, LLC
N/A—169,693-169,693-100%$40.2M———
National Bank of Canada
N/A—165,623-165,623-100%$39.2M———
EP Wealth Advisors, LLC
N/A—157,956-157,956-100%$37.4M———
Allworth Financial LP
N/A—156,565-156,565-100%$37.0M———
Cornerstone Advisory, LLC
N/A—154,736-154,736-100%$36.6M———
Valmark Advisers, Inc.
N/A—151,846-151,846-100%$35.9M———
First Manhattan Co. Llc.
N/A—151,279-151,279-100%$35.8M———
Clearstead Advisors, LLC
N/A—150,593-150,593-100%$35.6M———
Cambridge Associates LLC
N/A—146,581-146,581-100%$34.7M———
M&T Bank Corp
N/A—140,137-140,137-100%$33.2M———
Advisory Alpha, LLC
N/A—139,306-139,306-100%$33.0M———
KilterHowling LLC
N/A—139,303-139,303-100%$33.0M———
Pinnacle Financial Partners, Inc.
N/A—138,486-138,486-100%$32.8M———
MTM Financial Group, LLC
N/A—135,491-135,491-100%$32.1M———
ProVise Management Group, LLC
N/A—135,272-135,272-100%$32.0M———
Cascades Capital Asset Management, LLC
N/A—133,957-133,957-100%$31.7M———
Cary Street Partners Financial LLC
N/A—130,539-130,539-100%$30.9M———
Vestmark Advisory Solutions, Inc.
N/A—130,531-130,531-100%$30.9M———
Carr Financial Group Corp
N/A—127,747-127,747-100%$30.2M———
BlackRock, Inc.
N/A—125,816-125,816-100%$29.8M———
Kintra Wealth, LLC
N/A—124,804-124,804-100%$30.8M———
Savant Capital, LLC
N/A—124,162-124,162-100%$28.4M———
Stratos Wealth Partners, Ltd.
N/A—123,117-123,117-100%$29.1M———
Qube Research & Technologies Ltd
N/A—123,074-123,074-100%$29.1M———
Select Asset Management & Trust
N/A—120,904-120,904-100%$28.6M———
Scotia Capital Inc.
N/A—120,723-120,723-100%$28.6M———
Prepared Retirement Institute LLC
N/A—119,642-119,642-100%$28.3M———
Mutual Advisors, LLC
N/A—119,559-119,559-100%$28.3M———
Kingsview Wealth Management, LLC
N/A—116,580-116,580-100%$27.6M———
Natixis Advisors, LLC
N/A—115,533-115,533-100%$27.3M———
Goepper Burkhardt LLC
N/A—114,546-114,546-100%$27.1M———
Coston, McIsaac & Partners
N/A—111,164-111,164-100%$26.3M———
Snowden Capital Advisors LLC
N/A—110,601-110,601-100%$26.2M———
SouthState Bank Corp
N/A—110,414-110,414-100%$26.1M———
Coldstream Capital Management Inc
N/A—109,958-109,958-100%$26.0M———
Western Wealth Management, LLC
N/A—109,776-109,776-100%$26.0M———
Arax Advisory Partners
N/A—106,915-106,915-100%$25.3M———
Stephens Inc
N/A—105,682-105,682-100%$25.0M———
IFG Advisory, LLC
N/A—104,996-104,996-100%$24.8M———
Wealthspire Advisors, LLC
N/A—104,486-104,486-100%$24.7M———
Wharton Business Group, LLC
N/A—104,183-104,183-100%$24.7M———
JT Stratford LLC
N/A—102,873-102,873-100%$24.3M———
NewEdge Wealth, LLC
N/A—101,715-101,715-100%$24.1M———
LM Advisors LLC
N/A—100,570-100,570-100%$23.8M———
Lester Murray Antman dba SimplyRich
N/A—99,591-99,591-100%$733.4K———
Tradition Wealth Management, LLC
N/A—98,217-98,217-100%$23.2M———
Gladstone Institutional Advisory LLC
N/A—97,990-97,990-100%$23.2M———
Ameritas Advisory Services, LLC
N/A—97,877-97,877-100%$23.2M———
Jackson, Grant Investment Advisers, Inc.
N/A—97,629-97,629-100%$23.1M———
SCS Capital Management LLC
N/A—96,591-96,591-100%$22.9M———
Amara Financial, Llc.
N/A—96,523-96,523-100%$22.8M———
Family Manage LLC
N/A—94,506-94,506-100%$22.4M———
Accretive Wealth Partners, LLC
N/A—94,443-94,443-100%$22.3M———
CreativeOne Wealth, LLC
N/A—92,269-92,269-100%$21.8M———
FAS Wealth Partners, Inc.
N/A—91,173-91,173-100%$21.6M———
HBK Sorce Advisory LLC
N/A—90,563-90,563-100%$22.1M———
Diana Davis Spencer Foundation
N/A—88,754-88,754-100%$21.0M———
Smith, Moore & Co.
N/A—86,920-86,920-100%$20.6M———
OneDigital Investment Advisors LLC
N/A—86,874-86,874-100%$20.6M———
Summit Financial, LLC
N/A—86,579-86,579-100%$20.5M———
Curi Capital, LLC
N/A—86,125-86,125-100%$20.4M———
Rothschild Investment LLC
N/A—85,747-85,747-100%$20.3M———
Sound View Wealth Advisors Group, LLC
N/A—83,264-83,264-100%$19.7M———
Integrated Wealth Concepts LLC
N/A—83,181-83,181-100%$19.7M———
CM Wealth Advisors LLC
N/A—82,631-82,631-100%$19.6M———
Aptus Capital Advisors, LLC
N/A—82,239-82,239-100%$19.5M———
Benjamin Edwards Inc
N/A—81,857-81,857-100%$19.4M———
Vanguard National Trust Co
N/A—81,361-81,361-100%$19.3M———
Merit Financial Group, LLC
N/A—81,124-81,124-100%$19.2M———
Hanover Advisors Inc
N/A—81,004-81,004-100%$19.2M———
BFC Planning, Inc.
N/A—79,125-79,125-100%$18.7M———
Cahill Financial Advisors Inc
N/A—78,228-78,228-100%$18.5M———
Swan Capital LLC
N/A—77,910-77,910-100%$18.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—77,453-77,453-100%$18.3M———
United Capital Financial Advisors, LLC
N/A—76,464-76,464-100%$18.1M———
HHM Wealth Advisors, LLC
N/A—75,800-75,800-100%$17.9M———
Asset Management Group, Inc.
N/A—74,999-74,999-100%$17.7M———
Great Valley Advisor Group, Inc.
N/A—74,635-74,635-100%$17.7M———
Moneta Group Investment Advisors LLC
N/A—74,612-74,612-100%$17.7M———
Circle Wealth Management, LLC
N/A—73,810-73,810-100%$17.5M———
Donaldson Capital Management, LLC
N/A—73,531-73,531-100%$17.4M———
Mosaic Financial Group, LLC
N/A—73,207-73,207-100%$17.3M———
Cozad Asset Management Inc
N/A—73,070-73,070-100%$17.3M———
Marble Wealth, LLC
N/A—72,199-72,199-100%$17.1M———
Aspen Grove Capital, LLC
N/A—71,910-71,910-100%$17.0M———
World Investment Advisors
N/A—70,587-70,587-100%$15.8M———
CIBC Bancorp USA Inc.
N/A—70,408-70,408-100%$16.7M———
Drucker Wealth 3.0, LLC
N/A—70,363-70,363-100%$16.6M———
Advisory Services Network, LLC
N/A—70,296-70,296-100%$16.6M———
Focus Partners Advisor Solutions, LLC
N/A—70,179-70,179-100%$16.6M———
Composition Wealth, LLC
N/A—69,473-69,473-100%$16.4M———
Strategic Financial Concepts, LLC
N/A—69,265-69,265-100%$16.4M———
Global Retirement Partners, LLC
N/A—69,130-69,130-100%$16.4M———
Evergreen Wealth Management, LLC
N/A—69,053-69,053-100%$16.3M———
Zions Bancorporation, National Association
N/A—68,885-68,885-100%$16.3M———
Advisors Preferred, LLC
N/A—68,497-68,497-100%$16.3M———
Ancora Advisors LLCA
N/A—68,389-68,389-100%$16.2M———
First National Bank of Omaha
N/A—68,297-68,297-100%$16.1M———
Planning Directions Inc
N/A—67,945-67,945-100%$16.1M———
Conquis Financial LLC
N/A—66,527-66,527-100%$15.7M———
M3 Advisory Group, LLC
N/A—66,470-66,470-100%$15.7M———
Dakota Wealth Management
N/A—66,266-66,266-100%$15.7M———
Gotham Asset Management, LLC
N/A—65,571-65,571-100%$15.5M———
Strategies Wealth Advisors, LLC
N/A—64,655-64,655-100%$15.3M———
Pettyjohn, Wood & White, Inc
N/A—64,042-64,042-100%$15.2M———
Bradley Foster & Sargent Inc
N/A—64,021-64,021-100%$15.1M———
Whittier Trust Co
N/A—63,743-63,743-100%$15.2M———
Aberdeen Wealth Management LLC
N/A—62,952-62,952-100%$14.9M———
Allred Capital Management, LLC
N/A—62,938-62,938-100%$14.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—62,763-62,763-100%$14.9M———
Meridian Wealth Advisors, LLC
N/A—62,517-62,517-100%$14.8M———
Spreng Capital Management, Inc.
N/A—61,513-61,513-100%$14.6M———
Rehmann Capital Advisory Group
N/A—60,707-60,707-100%$14.4M———
Peterson Wealth Management
N/A—60,505-60,505-100%$14.3M———
Mendel Capital Management LLC
N/A—60,179-60,179-100%$14.2M———
Johnson Investment Counsel Inc
N/A—59,527-59,527-100%$14.1M———
Boston Family Office LLC
N/A—58,935-58,935-100%$13.9M———
Paradigm Capital Management, LLC
N/A—57,871-57,871-100%$13.7M———
Leavell Investment Management, Inc.
N/A—57,182-57,182-100%$13.5M———
Kovack Advisors, Inc.
N/A—56,876-56,876-100%$13.5M———
Arkadios Wealth Advisors
N/A—56,820-56,820-100%$13.4M———
White Wing Wealth Management
N/A—56,630-56,630-100%$13.4M———
Addison Advisors LLC
N/A—56,605-56,605-100%$13.4M———
Bluespring Wealth Management, LLC
N/A—56,256-56,256-100%$13.3M———
Bessemer Group Inc
N/A—55,607-55,607-100%$13.2M———
Whittier Trust Co of Nevada Inc
N/A—55,529-55,529-100%$13.3M———
Flputnam Investment Management Co
N/A—55,158-55,158-100%$13.1M———
Stratos Wealth Advisors, LLC
N/A—54,828-54,828-100%$13.0M———
Regal Investment Advisors LLC
N/A—54,452-54,452-100%$12.9M———
Essex Financial Services, Inc.
N/A—54,436-54,436-100%$12.9M———
CVA Family Office, LLC
N/A—54,431-54,431-100%$12.9M———
Bleakley Financial Group, LLC
N/A—54,359-54,359-100%$12.9M———
M3 Wealth Management, LLC
N/A—54,281-54,281-100%$12.8M———
Yukon Wealth Management, Inc.
N/A—53,209-53,209-100%$12.6M———
WealthShield Partners, LLC
N/A—53,156-53,156-100%$12.6M———
Capital Analysts, LLC
N/A—52,948-52,948-100%$12.5M———
VPR Management LLC
N/A—52,630-52,630-100%$12.5M———
Twin Focus Capital Partners, LLC
N/A—52,476-52,476-100%$12.4M———
Transcend Capital Advisors, LLC
N/A—51,904-51,904-100%$12.3M———
Castlekeep Investment Advisors LLC
N/A—51,673-51,673-100%$12.2M———
Spirepoint Private Client, LLC
N/A—51,631-51,631-100%$12.2M———
Main Street Financial Solutions, LLC
N/A—51,478-51,478-100%$12.2M———
Wimmer Associates 1, LLC
N/A—51,078-51,078-100%$12.1M———
Cascade Wealth Advisors, Inc
N/A—51,017-51,017-100%$12.5M———
Thomasville National Bank
N/A—50,024-50,024-100%$11.8M———
Brown Brothers Harriman & Co
N/A—49,953-49,953-100%$11.8M———
NorthRock Partners, LLC
N/A—49,783-49,783-100%$11.8M———
HM Payson & Co
N/A—49,510-49,510-100%$11.7M———
Novare Capital Management LLC
N/A—49,253-49,253-100%$11.7M———
Modern Wealth Management, LLC
N/A—48,820-48,820-100%$11.6M———
Citadel Advisors LLC
N/A—47,914-47,914-100%$11.3M———
Moors & Cabot, Inc.
N/A—46,677-46,677-100%$11.0M———
Level Four Advisory Services, LLC
N/A—46,551-46,551-100%$11.0M———
Peapack Gladstone Financial Corp
N/A—45,717-45,717-100%$10.8M———
Syon Capital LLC
N/A—45,628-45,628-100%$10.8M———
Northstar Group, Inc.
N/A—45,362-45,362-100%$10.7M———
PMG Wealth Management, Inc.
N/A—45,232-45,232-100%$10.7M———
Walter & Keenan Wealth Management LLC
N/A—44,478-44,478-100%$10.5M———
Hamrick Investment Counsel, llc
N/A—44,413-44,413-100%$10.5M———
Bristlecone Value Partners, LLC
N/A—44,193-44,193-100%$10.5M———
AE Wealth Management LLC
N/A—43,668-43,668-100%$10.3M———
Plotkin Financial Advisors, LLC
N/A—43,511-43,511-100%$10.3M———
Choate Investment Advisors
N/A—43,319-43,319-100%$10.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—43,186-43,186-100%$10.2M———
Vanguard Advisers Inc
N/A—43,094-43,094-100%$10.2M———
NI Acquisitions Company, LLC
N/A—42,399-42,399-100%$10.0M———
University of Illinois Foundation
N/A—42,230-42,230-100%$10.0M———
Formulate Financial LLC
N/A—42,170-42,170-100%$10.0M———
Cascade Financial Partners, LLC
N/A—41,956-41,956-100%$9.9M———
Miller Capital Partners, Inc.
N/A—41,539-41,539-100%$9.8M———
Nikulski Financial, Inc.
N/A—41,369-41,369-100%$9.8M———
CIBC World Market Inc.
N/A—40,837-40,837-100%$9.7M———
Warner Financial, Inc
N/A—40,709-40,709-100%$9.6M———
Riverview Capital Advisers, LLC
N/A—40,444-40,444-100%$9.6M———
Ranch Capital Advisors Inc.
N/A—40,047-40,047-100%$9.5M———
Huntington National Bank
N/A—39,217-39,217-100%$9.3M———
Brio Consultants, LLC
N/A—38,626-38,626-100%$9.1M———
Capstone Financial Advisors, Inc.
N/A—38,484-38,484-100%$9.1M———
Granite Bay Wealth Management, LLC
N/A—37,684-37,684-100%$8.9M———
Hollencrest Capital Management
N/A—37,649-37,649-100%$8.9M———
Alexis Investment Partners, LLC
N/A—37,486-37,486-100%$8.8M———
Bridgewater Advisors Inc.
N/A—37,096-37,096-100%$8.9M———
Xcelsior Advisor Partners LLC
N/A—36,537-36,537-100%$8.6M———
Wealth Care LLC
N/A—36,501-36,501-100%$8.6M———
Orion Capital Management LLC
N/A—36,457-36,457-100%$8.6M———
Principal Securities, Inc.
N/A—36,386-36,386-100%$8.6M———
Commerce Bank
N/A—36,259-36,259-100%$8.6M———
Windward Private Wealth Management Inc.
N/A—36,051-36,051-100%$8.5M———
Sandy Cove Advisors, LLC
N/A—35,522-35,522-100%$8.4M———
Blom & Howell Financial Planning, Inc.
N/A—35,500-35,500-100%$8.4M———
Tide Cove Capital Partners LLC
N/A—35,246-35,246-100%$8.6M———
Headinvest, LLC
N/A—34,989-34,989-100%$8.3M———
Jordan Park Group LLC
N/A—34,743-34,743-100%$8.2M———
Keystone Financial Group
N/A—34,650-34,650-100%$8.2M———
Wealthspan Partners, LLC
N/A—34,499-34,499-100%$8.2M———
Nwam LLC
N/A—33,929-33,929-100%$8.0M———
Calydon Capital
N/A—33,718-33,718-100%$8.0M———
Osborne Partners Capital Management, LLC
N/A—33,536-33,536-100%$7.9M———
Bartlett & Co. Wealth Management LLC
N/A—33,520-33,520-100%$7.9M———
Caprock Group, LLC
N/A—32,856-32,856-100%$7.8M———
Prosperity Consulting Group, LLC
N/A—32,211-32,211-100%$7.6M———
O'shaughnessy Asset Management, LLC
N/A—32,083-32,083-100%$7.6M———
BNP Paribas Financial Markets
N/A—31,868-31,868-100%$7.5M———
IHT Wealth Management, LLC
N/A—31,160-31,160-100%$7.4M———
Madison Wealth Partners, Inc
N/A—31,081-31,081-100%$7.4M———
Bay Rivers Group
N/A—31,058-31,058-100%$7.3M———
Kavar Capital Partners Group, LLC
N/A—31,033-31,033-100%$7.3M———
Heritage Wealth Advisors
N/A—31,024-31,024-100%$7.3M———
Davis R M Inc
N/A—30,958-30,958-100%$7.3M———
Muirfield Wealth Advisors LLC
N/A—30,104-30,104-100%$7.1M———
One Degree Advisors Inc
N/A—30,095-30,095-100%$7.1M———
Ogorek Anthony Joseph
N/A—29,849-29,849-100%$7.1M———
IAG Wealth Partners, LLC
N/A—29,583-29,583-100%$7.0M———
Fort Sheridan Advisors LLC
N/A—28,454-28,454-100%$6.7M———
Brightwater Advisory LLC
N/A—28,451-28,451-100%$6.7M———
Arete Wealth Advisors, LLC
N/A—27,948-27,948-100%$6.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—27,690-27,690-100%$6.6M———
Kastel Capital Advisors, LLC
N/A—27,602-27,602-100%$5.9M———
Pursue Wealth Partners LLC
N/A—27,428-27,428-100%$6.5M———
Summit Trail Advisors, LLC
N/A—27,277-27,277-100%$6.5M———
Seven Springs Wealth Group, LLC
N/A—27,175-27,175-100%$6.4M———
Hall Capital Management Co Inc
N/A—27,101-27,101-100%$6.4M———
Investment Advisory Group, LLC
N/A—26,689-26,689-100%$6.3M———
OneAscent Financial Services LLC
N/A—26,441-26,441-100%$6.3M———
Ausdal Financial Partners, Inc.
N/A—25,462-25,462-100%$6.0M———
Staley Capital Advisers Inc
N/A—25,244-25,244-100%$6.0M———
Guardian Wealth Advisors, LLC / NC
N/A—25,244-25,244-100%$6.0M———
Pallas Capital Advisors LLC
N/A—25,123-25,123-100%$5.9M———
Fidelis Capital Partners, LLC
N/A—24,742-24,742-100%$5.9M———
Interactive Financial Advisors, Inc.
N/A—24,707-24,707-100%$5.8M———
Bellars Harris Wealth Management, LLC
N/A—24,696-24,696-100%$5.8M———
PFG Investments, LLC
N/A—24,615-24,615-100%$5.8M———
HighPoint Advisor Group LLC
N/A—24,398-24,398-100%$5.8M———
Freestone Capital Holdings, LLC
N/A—24,383-24,383-100%$5.8M———
First Trust Advisors LP
N/A—24,323-24,323-100%$5.8M———
Fiduciary Trust Co
N/A—24,281-24,281-100%$5.7M———
Resurgent Financial Advisors LLC
N/A—24,228-24,228-100%$5.7M———
Independent Family Office, LLC
N/A—24,196-24,196-100%$5.7M———
Forum Private Client Group LLC
N/A—24,063-24,063-100%$5.7M———
Daniel Investment Group, Inc.
N/A—23,748-23,748-100%$5.6M———
Gateway Wealth Partners, LLC
N/A—23,646-23,646-100%$5.6M———
Money Concepts Capital Corp
N/A—23,555-23,555-100%$5.6M———
Fortis Advisors, LLC
N/A—23,393-23,393-100%$5.5M———
Bravera Wealth
N/A—22,772-22,772-100%$5.4M———
Mayflower Financial Advisors, LLC
N/A—22,717-22,717-100%$5.4M———
WCG Wealth Advisors LLC
N/A—22,035-22,035-100%$5.2M———
S&CO Inc
N/A—21,632-21,632-100%$5.1M———
Abbot Financial Management, Inc.
N/A—21,517-21,517-100%$5.1M———
Per Stirling Capital Management, Llc.
N/A—21,463-21,463-100%$5.1M———
Cardiff Park Advisors, LLC
N/A—21,362-21,362-100%$5.1M———
Centaurus Financial, Inc.
N/A—21,359-21,359-100%$5.1M———
Garden State Investment Advisory Services LLC
N/A—21,269-21,269-100%$5.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,224-21,224-100%$5.0M———
Channel Wealth LLC
N/A—21,143-21,143-100%$5.0M———
Advisors Capital Management, LLC
N/A—21,094-21,094-100%$5.0M———
Blue Chip Partners, LLC
N/A—21,075-21,075-100%$5.0M———
One Charles Private Wealth Services, LLC
N/A—20,974-20,974-100%$5.0M———
UMB Bank, n.a.
N/A—20,947-20,947-100%$5.0M———
Argo Wealth Advisory, LLC
N/A—20,905-20,905-100%$4.9M———
Prospect Financial Services LLC
N/A—20,830-20,830-100%$4.9M———
ST Germain D J Co Inc
N/A—20,512-20,512-100%$4.9M———
Ritter Daniher Financial Advisory LLC / de
N/A—20,435-20,435-100%$4.8M———
Everstar Asset Management, LLC
N/A—20,404-20,404-100%$53.1K———
CSM Advisors, LLC
N/A—20,400-20,400-100%$4.8M———
Cornerstone Advisors Asset Management, LLC
N/A—20,309-20,309-100%$4.8M———
Financial Engines Advisors L.L.C.
N/A—20,240-20,240-100%$4.8M———
Private Advisory Group LLC
N/A—19,973-19,973-100%$4.7M———
Cannon Wealth Management Services, LLC
N/A—19,811-19,811-100%$4.7M———
New Insight Wealth Advisors
N/A—19,806-19,806-100%$4.7M———
JMG Financial Group, Ltd.
N/A—19,664-19,664-100%$4.7M———
Zhang Financial LLC
N/A—19,251-19,251-100%$4.6M———
FLC Capital Advisors
N/A—19,233-19,233-100%$4.6M———
Riverpoint Wealth Management Holdings, LLC
N/A—19,205-19,205-100%$4.5M———
Kiley Juergens Wealth Management, LLC
N/A—18,913-18,913-100%$4.5M———
Avant Capital LLC
N/A—18,892-18,892-100%$4.5M———
Snowwater Investment Partners, LLC
N/A—18,850-18,850-100%$4.5M———
Geneos Wealth Management Inc.
N/A—18,611-18,611-100%$4.4M———
Smartleaf Asset Management LLC
N/A—18,514-18,514-100%$4.4M———
Glen Eagle Advisors, LLC
N/A—18,227-18,227-100%$4.3M———
McNamara Financial Services, Inc.
N/A—18,046-18,046-100%$4.3M———
CoreFirst Bank & Trust
N/A—17,997-17,997-100%$4.3M———
Mrwm Advisors, LLC
N/A—17,597-17,597-100%$4.2M———
Conservest Capital Advisors, Inc.
N/A—17,591-17,591-100%$4.2M———
Mosaic Advisors LLC
N/A—17,406-17,406-100%$4.1M———
Heritage Trust Co
N/A—17,185-17,185-100%$4.1M———
Novak & Powell Financial Services, Inc.
N/A—17,135-17,135-100%$4.1M———
Opus Financial Solutions LLC
N/A—16,879-16,879-100%$4.0M———
10Elms LLP
N/A—16,843-16,843-100%$4.0M———
Private Capital Management, LLC
N/A—16,830-16,830-100%$4.0M———
Planning Alternatives LTD
N/A—16,745-16,745-100%$4.0M———
Safeguard Investment Advisory Group, LLC
N/A—16,326-16,326-100%$3.9M———
Miller Investment Management, LP
N/A—16,293-16,293-100%$3.9M———
Coppell Advisory Solutions LLC
N/A—16,243-16,243-100%$2.1M———
Wealthspire Retirement, LLC
N/A—16,220-16,220-100%$3.8M———
Axis Wealth Partners, LLC
N/A—16,079-16,079-100%$3.8M———
Venturi Wealth Management, LLC
N/A—16,059-16,059-100%$3.8M———
QRG Capital Management, Inc.
N/A—16,040-16,040-100%$3.8M———
Cornerstone Financial Management LLC
N/A—15,608-15,608-100%$3.7M———
Wilson & Boucher Capital Management, LLC
N/A—15,537-15,537-100%$3.7M———
Argent Trust Co
N/A—15,487-15,487-100%$3.7M———
One Capital Management, LLC
N/A—15,474-15,474-100%$3.3M———
Foundations Investment Advisors, LLC
N/A—15,465-15,465-100%$3.7M———
Mokan Wealth Management Inc.
N/A—15,351-15,351-100%$3.6M———
Johnson Financial Group, Inc.
N/A—15,308-15,308-100%$3.6M———
Mittelman Wealth Management
N/A—15,197-15,197-100%$19.5M———
Savvy Advisors, Inc.
N/A—15,181-15,181-100%$3.6M———
Pure Financial Advisors, LLC
N/A—15,123-15,123-100%$3.6M———
Empower Advisory Group, LLC
N/A—15,023-15,023-100%$3.6M———
SVB Wealth LLC
N/A—14,939-14,939-100%$3.5M———
LGL Partners, LLC
N/A—14,891-14,891-100%$3.5M———
Transamerica Financial Advisors, LLC
N/A—14,713-14,713-100%$3.5M———
Next Capital Management LLC
N/A—14,624-14,624-100%$3.5M———
Stock Yards Bank & Trust Co
N/A—14,604-14,604-100%$3.5M———
Leo H. Evart, Inc.
N/A—14,473-14,473-100%$3.4M———
Arrowroot Family Office, LLC
N/A—14,459-14,459-100%$3.4M———
Belpointe Asset Management LLC
N/A—14,359-14,359-100%$3.4M———
Caldwell Sutter Capital, Inc.
N/A—14,323-14,323-100%$3.4M———
Madden Advisory Services, Inc.
N/A—14,293-14,293-100%$3.4M———
Southeast Asset Advisors, LLC
N/A—14,284-14,284-100%$3.4M———
Roundview Capital LLC
N/A—14,273-14,273-100%$3.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—14,214-14,214-100%$3.4M———
Tyche Wealth Partners LLC
N/A—14,101-14,101-100%$3.3M———
Bank of Hawaii
N/A—14,073-14,073-100%$3.3M———
Tocqueville Asset Management L.P.
N/A—13,997-13,997-100%$3.3M———
Sterling Wealth Advisors Inc
N/A—13,978-13,978-100%$3.3M———
W1m Asset Management Ltd
N/A—13,834-13,834-100%$3.3M———
LaSalle St. Investment Advisors, LLC
N/A—13,673-13,673-100%$3.2M———
Perennial Investment Advisors, LLC
N/A—13,604-13,604-100%$3.2M———
American Trust
N/A—13,369-13,369-100%$3.2M———
Dorsey & Whitney Trust Co LLC
N/A—13,261-13,261-100%$3.1M———
WFA of San Diego, LLC
N/A—13,076-13,076-100%$3.2M———
Tobias Financial Advisors, Inc.
N/A—13,006-13,006-100%$3.1M———
Miramar Capital, LLC
N/A—12,942-12,942-100%$3.1M———
Beacon Bridge Wealth Partners, LLC
N/A—12,778-12,778-100%$3.0M———
LeClair Wealth Partners LLC
N/A—12,599-12,599-100%$3.0M———
Nicolet Bankshares Inc
N/A—12,549-12,549-100%$3.0M———
Anchor Investment Management, LLC
N/A—12,473-12,473-100%$3.0M———
Evercore Wealth Management, LLC
N/A—12,260-12,260-100%$2.9M———
North Star Asset Management Inc
N/A—12,243-12,243-100%$2.9M———
Burling Wealth Partners, LLC
N/A—12,193-12,193-100%$2.9M———
Peak Retirement Planning, Inc.
N/A—12,101-12,101-100%$2.9M———
Earned Wealth Advisors, LLC
N/A—12,067-12,067-100%$2.9M———
Madison Asset Management, LLC
N/A—12,022-12,022-100%$2.8M———
Crewe Advisors LLC
N/A—11,954-11,954-100%$2.8M———
Nicholson Meyer Capital Management, Inc.
N/A—11,903-11,903-100%$2.8M———
Becker Capital Management Inc
N/A—11,783-11,783-100%$2.8M———
Tower Bridge Advisors
N/A—11,701-11,701-100%$2.8M———
Advisory Research Inc
N/A—11,658-11,658-100%$2.8M———
Federation des caisses Desjardins du Quebec
N/A—11,514-11,514-100%$2.7M———
Aimz Investment Advisors, LLC
N/A—11,485-11,485-100%$2.7M———
Vision Retirement, LLC
N/A—11,411-11,411-100%$2.7M———
Colonial Trust Co / SC
N/A—11,367-11,367-100%$2.7M———
Roberts Glore & Co Inc
N/A—11,339-11,339-100%$2.7M———
Lansing Street Advisors
N/A—11,287-11,287-100%$2.7M———
Founders Financial Alliance, LLC
N/A—11,233-11,233-100%$2.7M———
EQ Wealth Advisors, LLC
N/A—11,203-11,203-100%$2.7M———
Pitti Group Wealth Management, LLC
N/A—11,189-11,189-100%$2.6M———
Continuum Advisory, LLC
N/A—11,160-11,160-100%$2.6M———
Colter Lewis Investment Partners LLC
N/A—11,150-11,150-100%$2.6M———
Duncan Williams Asset Management, LLC
N/A—10,967-10,967-100%$2.6M———
Van Hulzen Asset Management, LLC
N/A—10,883-10,883-100%$2.6M———
Independent Advisor Alliance
N/A—10,809-10,809-100%$2.6M———
Petix & Botte Co
N/A—10,764-10,764-100%$2.5M———
WNY Asset Management, LLC
N/A—10,726-10,726-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—10,713-10,713-100%$2.5M———
Wellspring Financial Advisors, LLC
N/A—10,693-10,693-100%$2.5M———
Strategic Wealth Partners, Ltd.
N/A—10,579-10,579-100%$2.5M———
Keel Point, LLC
N/A—10,566-10,566-100%$2.5M———
Thayer Partners, LLC / MA
N/A—10,538-10,538-100%$2.5M———
Range Advisory, LLC
N/A—10,369-10,369-100%$2.5M———
Oakmont Advisory Group, LLC
N/A—10,244-10,244-100%$2.4M———
Tudor Financial Inc.
N/A—10,210-10,210-100%$2.4M———
SageView Advisory Group, LLC
N/A—10,169-10,169-100%$2.4M———
LRI Investments, LLC
N/A—10,093-10,093-100%$2.4M———
Bitterroot Capital Advisors LLC
N/A—9,940-9,940-100%$2.4M———
KDT Advisors, LLC
N/A—9,940-9,940-100%$2.4M———
Lowe Brockenbrough & Co Inc
N/A—9,926-9,926-100%$2.3M———
Great Lakes Advisors, LLC
N/A—9,854-9,854-100%$2.3M———
Note Advisors, LLC
N/A—9,769-9,769-100%$2.3M———
Berger Financial Group, Inc
N/A—9,587-9,587-100%$2.3M———
Destination Wealth Management
N/A—9,563-9,563-100%$2.3M———
Core Wealth Advisors, Inc.
N/A—9,457-9,457-100%$2.2M———
Round Rock Advisors LLC
N/A—9,107-9,107-100%$2.2M———
Atlantic Union Bankshares Corp
N/A—9,075-9,075-100%$2.1M———
Capital Advisors Inc
N/A—9,023-9,023-100%$2.1M———
Fortis Capital Advisors, LLC
N/A—8,997-8,997-100%$2.1M———
truNorth Financial Services, Inc.
N/A—8,949-8,949-100%$2.1M———
LOM Asset Management Ltd
N/A—8,765-8,765-100%$2.1M———
Motco
N/A—8,654-8,654-100%$2.0M———
TAGStone Capital, Inc.
N/A—8,516-8,516-100%$2.0M———
Marble Harbor Investment Counsel, LLC
N/A—8,434-8,434-100%$2.0M———
Pgim Custom Harvest LLC
N/A—8,373-8,373-100%$2.0M———
Columbia River Financial Group, LLC
N/A—8,360-8,360-100%$2.0M———
Bragg Financial Advisors, Inc
N/A—8,299-8,299-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—8,274-8,274-100%$2.0M———
Vident Advisory, LLC
N/A—8,251-8,251-100%$2.0M———
Jaffetilchin Investment Partners, LLC
N/A—8,239-8,239-100%$1.9M———
Bridgewealth Advisory Group, LLC
N/A—8,200-8,200-100%$1.9M———
Planning Center, Inc.
N/A—8,163-8,163-100%$1.9M———
Cape COD Five Cents Savings Bank
N/A—8,128-8,128-100%$1.9M———
Kane Investment Management, Inc.
N/A—7,964-7,964-100%$1.9M———
Wescap Management Group, Inc.
N/A—7,964-7,964-100%$1.9M———
Midwestern Financial, LLC
N/A—7,857-7,857-100%$1.9M———
SEI Investments Co
N/A—7,771-7,771-100%$1.8M———
Nuveen, LLC
N/A—7,703-7,703-100%$1.8M———
Invesco Ltd.
N/A—7,689-7,689-100%$1.8M———
Bienville Capital Management, LLC
N/A—7,652-7,652-100%$1.8M———
Sand Hill Global Advisors, LLC
N/A—7,626-7,626-100%$1.8M———
Piedmont Capital Management, LLC
N/A—7,600-7,600-100%$1.8M———
Ironwood Investment Counsel, LLC
N/A—7,591-7,591-100%$1.8M———
Kelman-Lazarov, Inc.
N/A—7,521-7,521-100%$1.8M———
Elm Partners Management LLC
N/A—7,439-7,439-100%$1.8M———
Birchcreek Wealth Management, LLC
N/A—7,429-7,429-100%$1.8M———
Renaissance Technologies LLC
N/A—7,352-7,352-100%$1.7M———
MOR Wealth Management, LLC
N/A—7,322-7,322-100%$1.7M———
Navis Wealth Advisors, LLC
N/A—7,301-7,301-100%$1.7M———
Monograph Wealth Advisors, LLC
N/A—7,284-7,284-100%$1.7M———
Klcm Advisors, Inc.
N/A—7,171-7,171-100%$1.7M———
Strategic Investment Solutions, Inc.
N/A—7,143-7,143-100%$1.7M———
Compass Financial Services Inc
N/A—7,100-7,100-100%$1.7M———
Catalyst Financial Partners LLC
N/A—7,056-7,056-100%$1.7M———
Carson Advisory Inc.
N/A—6,839-6,839-100%$1.6M———
Crux Wealth Advisors
N/A—6,799-6,799-100%$1.6M———
Webster Bank, N. A.
N/A—6,716-6,716-100%$1.6M———
Iconiq Capital, LLC
N/A—6,644-6,644-100%$1.6M———
Weik Capital Management
N/A—6,620-6,620-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—6,576-6,576-100%$1.6M———
Manhattan West Asset Management, LLC
N/A—6,547-6,547-100%$1.5M———
Barclays PLC
N/A—6,530-6,530-100%$1.5M———
National Philanthropic Trust
N/A—6,485-6,485-100%$1.5M———
Community Bank, N.A.
N/A—6,439-6,439-100%$1.5M———
Ethos Financial Group, LLC
N/A—6,429-6,429-100%$1.5M———
C M Bidwell & Associates LTD
N/A—6,359-6,359-100%$1.5M———
GWN Securities Inc.
N/A—6,299-6,299-100%$1.5M———
RiverFront Investment Group, LLC
N/A—6,258-6,258-100%$1.5M———
Godshalk Welsh Capital Management, Inc.
N/A—6,234-6,234-100%$1.5M———
Dempze Nancy E
N/A—6,231-6,231-100%$1.5M———
Broyhill Asset Management, LLC
N/A—6,154-6,154-100%$1.5M———
Edgestream Partners, L.P.
N/A—6,134-6,134-100%$1.5M———
Institute for Wealth Management, Llc.
N/A—6,124-6,124-100%$1.4M———
Rothschild Wealth LLC
N/A—6,041-6,041-100%$1.4M———
Callan Family Office, LLC
N/A—5,918-5,918-100%$1.4M———
Lcnb Corp
N/A—5,898-5,898-100%$1.4M———
Littlejohn Financial Services, Inc.
N/A—5,873-5,873-100%$1.4M———
Trevian Wealth Management LLC
N/A—5,835-5,835-100%$1.4M———
Evernest Financial Advisors, LLC
N/A—5,771-5,771-100%$1.4M———
Calton & Associates, Inc.
N/A—5,667-5,667-100%$1.3M———
Fiduciary Group, LLC
N/A—5,661-5,661-100%$1.3M———
Front Row Advisors LLC
N/A—5,631-5,631-100%$1.4M———
Ridge Creek Global, Inc
N/A—5,625-5,625-100%$1.3M———
BTG Pactual Asset Management US LLC
N/A—5,603-5,603-100%$1.3M———
OakTrust Wealth Advisors, LLC
N/A—5,576-5,576-100%$1.3M———
Alliancebernstein L.P.
N/A—5,566-5,566-100%$1.2M———
Atlas Legacy Advisors, LLC
N/A—5,507-5,507-100%$1.3M———
Douglass Winthrop Advisors, LLC
N/A—5,500-5,500-100%$1.3M———
Northwest Bancshares, Inc.
N/A—5,493-5,493-100%$1.3M———
Legacy Trust
N/A—5,477-5,477-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—5,462-5,462-100%$1.3M———
Strategic Financial Services, Inc.
N/A—5,448-5,448-100%$1.3M———
Mark Sheptoff Financial Planning, LLC
N/A—5,437-5,437-100%$1.3M———
Envestnet Portfolio Solutions, Inc.
N/A—5,398-5,398-100%$1.3M———
Clark Capital Management Group, Inc.
N/A—5,350-5,350-100%$1.3M———
BOK Financial Private Wealth, Inc.
N/A—5,288-5,288-100%$1.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,272-5,272-100%$1.2M———
Silver OAK Wealth Advisors Services, LLC
N/A—5,221-5,221-100%$1.2M———
Mayport, LLC
N/A—5,183-5,183-100%$1.2M———
DF Dent & Co Inc
N/A—5,179-5,179-100%$1.2M———
Partners Capital Investment Group, LLP
N/A—5,155-5,155-100%$1.2M———
Invst, LLC
N/A—5,018-5,018-100%$1.2M———
Cedarwood Wealth LLC
N/A—4,984-4,984-100%$1.2M———
Collaborative Wealth Managment Inc.
N/A—4,950-4,950-100%$1.2M———
MA Private Wealth
N/A—4,926-4,926-100%$1.2M———
Wick Capital Partners, LLC
N/A—4,861-4,861-100%$1.2M———
O'rourke & Company, Inc
N/A—4,860-4,860-100%$1.2M———
Gamco Investors, Inc. ET AL
N/A—4,854-4,854-100%$1.1M———
BBR Partners, LLC
N/A—4,842-4,842-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—4,813-4,813-100%$1.1M———
Simmons Bank
N/A—4,808-4,808-100%$1.1M———
Hamilton Wealth, LLC
N/A—4,780-4,780-100%$1.1M———
Entruity Wealth, LLC
N/A—4,760-4,760-100%$1.1M———
Sfmg, LLC
N/A—4,755-4,755-100%$1.1M———
Warther Private Wealth, LLC
N/A—4,723-4,723-100%$1.1M———
Fisher Asset Management, LLC
N/A—4,720-4,720-100%$1.1M———
Highview Capital Management LLC
N/A—4,704-4,704-100%$1.1M———
JAG Capital Management, LLC
N/A—4,702-4,702-100%$1.1M———
Beta Wealth Group, Inc.
N/A—4,683-4,683-100%$1.1M———
Canal Capital Management, LLC
N/A—4,664-4,664-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—4,643-4,643-100%$1.1M———
New World Advisors LLC
N/A—4,544-4,544-100%$1.1M———
Townsquare Capital LLC
N/A—4,543-4,543-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—4,540-4,540-100%$1.1M———
Mason Investment Advisory Services, Inc.
N/A—4,468-4,468-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—4,452-4,452-100%$1.1M———
Foster & Motley Inc
N/A—4,433-4,433-100%$1.0M———
Aureus Asset Management, LLC
N/A—4,406-4,406-100%$1.0M———
JRM Investment Counsel, LLC
N/A—4,344-4,344-100%$1.0M———
Westmount Partners, LLC
N/A—4,314-4,314-100%$1.0M———
Chancellor Financial Group WB LP
N/A—4,274-4,274-100%$1.0M———
Hopwood Nicholas Hunter
N/A—4,213-4,213-100%$996.8K———
Schrum Private Wealth Management LLC
N/A—4,140-4,140-100%$788.9K———
VAN DEN Berg Management I, Inc
N/A—4,115-4,115-100%$973.7K———
Seaside Wealth Management, Inc.
N/A—4,095-4,095-100%$969.0K———
Walsh & Associates, LLC
N/A—4,079-4,079-100%$965.1K———
Lutz Financial Services LLC
N/A—4,051-4,051-100%$958.6K———
Marshall Wace, LLP
N/A—4,000-4,000-100%$946.5K———
Medallion Wealth Advisors, LLC
N/A—3,987-3,987-100%$942.0K———
Keating Financial Advisory Services, Inc.
N/A—3,965-3,965-100%$938.1K———
Barnes Wealth Management Group, Inc
N/A—3,952-3,952-100%$935.2K———
Alteri Wealth LLC
N/A—3,901-3,901-100%$923.1K———
Pine Valley Investments Ltd Liability Co
N/A—3,864-3,864-100%$914.3K———
Ameriflex Group, Inc.
N/A—3,857-3,857-100%$912.7K———
Bolthouse Investments, LLC
N/A—3,846-3,846-100%$910.1K———
Bridges Investment Management Inc
N/A—3,838-3,838-100%$908.1K———
Hilltop Holdings Inc.
N/A—3,815-3,815-100%$902.5K———
Lbmc Investment Advisors, LLC
N/A—3,808-3,808-100%$901.2K———
Intrust Bank NA
N/A—3,799-3,799-100%$898.9K———
VeraBank, N.A.
N/A—3,790-3,790-100%$896.8K———
Sequent Planning LLC
N/A—3,731-3,731-100%$882.8K———
Minot DeBlois Advisors LLC
N/A—3,717-3,717-100%$879.5K———
Wealthquest Corp
N/A—3,667-3,667-100%$867.7K———
Topsail Wealth Management, LLC
N/A—3,649-3,649-100%$863.5K———
Financial Advisors Network, Inc.
N/A—3,644-3,644-100%$862.2K———
Fairview Capital Investment Management, LLC
N/A—3,643-3,643-100%$862.0K———
BlueStem Wealth Partners, LLC
N/A—3,627-3,627-100%$858.1K———
Empowered Funds, LLC
N/A—3,605-3,605-100%$853.0K———
Westbourne Investments, Inc.
N/A—3,582-3,582-100%$847.6K———
Cauble & Harre Wealth Management, Inc.
N/A—3,535-3,535-100%$836.3K———
Valor Advisors LLC
N/A—3,519-3,519-100%$832.7K———
Trustmark Bank Trust Department
N/A—3,518-3,518-100%$832.4K———
Rockbridge Investment Management, LCC
N/A—3,518-3,518-100%$832.4K———
Saiph Capital, LLC
N/A—3,517-3,517-100%$832.2K———
Arcus Capital Partners, LLC
N/A—3,513-3,513-100%$831.2K———
Insigneo Advisory Services, LLC
N/A—3,507-3,507-100%$829.9K———
Smithfield Trust Co
N/A—3,506-3,506-100%$830.0K———
Neuberger Berman Group LLC
N/A—3,500-3,500-100%$828.2K———
Olde Wealth Management, LLC
N/A—3,496-3,496-100%$827.0K———
Adapt Wealth Advisors, LLC
N/A—3,479-3,479-100%$823.2K———
CCG Wealth Management, LLC
N/A—3,417-3,417-100%$808.5K———
Silver OAK Securities, Incorporated
N/A—3,409-3,409-100%$806.7K———
AlTi Global, Inc.
N/A—3,401-3,401-100%$804.8K———
Cambria Investment Management, L.P.
N/A—3,384-3,384-100%$800.7K———
Pine Harbor Wealth Management, LLC
N/A—3,374-3,374-100%$798.3K———
Balyasny Asset Management L.P.
N/A—3,338-3,338-100%$789.8K———
OneAscent Wealth Management LLC
N/A—3,324-3,324-100%$786.6K———
Dunhill Financial, LLC
N/A—3,322-3,322-100%$786.3K———
Texas Yale Capital Corp.
N/A—3,321-3,321-100%$785.8K———
Valued Retirements, Inc.
N/A—3,313-3,313-100%$784.0K———
Frisch Financial Group, Inc.
N/A—3,301-3,301-100%$781.1K———
Capital Group Private Client Services, Inc.
N/A—3,287-3,287-100%$777.8K———
Richard W. Paul & Associates, LLC
N/A—3,285-3,285-100%$777.2K———
Cannell & Spears LLC
N/A—3,260-3,260-100%$771.3K———
HFG Advisors, Inc.
N/A—3,248-3,248-100%$768.5K———
Lakeridge Wealth Management LLC
N/A—3,239-3,239-100%$766.3K———
Proficio Capital Partners LLC
N/A—3,230-3,230-100%$764.3K———
Thompson David Blair
N/A—3,219-3,219-100%$761.6K———
Summit Wealth Partners, LLC
N/A—3,206-3,206-100%$758.6K———
Octavia Wealth Advisors, LLC
N/A—3,184-3,184-100%$753.4K———
Viawealth, LLC
N/A—3,172-3,172-100%$750.6K———
Oxford Financial Group, Ltd. LLC
N/A—3,157-3,157-100%$747.0K———
Fortis Group Advisors, LLC
N/A—3,148-3,148-100%$744.9K———
Pitcairn Wealth Advisors LLC
N/A—3,141-3,141-100%$743.2K———
Mason & Associates Inc
N/A—3,132-3,132-100%$741.2K———
Phillips Wealth Planners LLC
N/A—3,112-3,112-100%$743.4K———
N.E.W. Advisory Services LLC
N/A—3,103-3,103-100%$734.3K———
Hancock Whitney Corp
N/A—3,089-3,089-100%$730.9K———
Prudent Investors Network, Inc.
N/A—3,052-3,052-100%$722.2K———
Pacific SUN Financial Corp
N/A—3,046-3,046-100%$720.7K———
Farmers National Bank
N/A—3,037-3,037-100%$718.6K———
Optas, LLC
N/A—3,017-3,017-100%$713.9K———
Financial Life Planners
N/A—3,010-3,010-100%$712.3K———
RPS Advisory Solutions LLC
N/A—3,009-3,009-100%$712.1K———
Second Line Capital, LLC
N/A—3,008-3,008-100%$711.8K———
GTS Securities LLC
N/A—3,000-3,000-100%$709.9K———
Caitlin John, LLC
N/A—2,970-2,970-100%$702.7K———
Fortune Financial Advisors, LLC
N/A—2,961-2,961-100%$700.7K———
Rollins Financial Advisors, LLC
N/A—2,958-2,958-100%$699.9K———
Integrity Financial Corp
N/A—2,954-2,954-100%$699.0K———
Frazier Financial Advisors, LLC
N/A—2,946-2,946-100%$697.0K———
Hikari Tsushin, Inc.
N/A—2,942-2,942-100%$696.1K———
Team Hewins, LLC
N/A—2,935-2,935-100%$694.5K———
American Money Management, LLC
N/A—2,915-2,915-100%$689.8K———
Baldwin Investment Management, LLC
N/A—2,913-2,913-100%$689.3K———
Christine Messmer PC
N/A—2,908-2,908-100%$688.0K———
Glassman Wealth Services
N/A—2,900-2,900-100%$686.3K———
Icon Wealth Advisors, LLC
N/A—2,897-2,897-100%$685.5K———
Wood Tarver Financial Group, LLC
N/A—2,890-2,890-100%$683.0K———
Dana Investment Advisors, Inc.
N/A—2,880-2,880-100%$681.6K———
Vista Investment Management
N/A—2,872-2,872-100%$679.6K———
Citizens & Northern Corp
N/A—2,866-2,866-100%$678.2K———
South Plains Financial, Inc.
N/A—2,856-2,856-100%$675.8K———
Holderness Investments Co
N/A—2,841-2,841-100%$672.3K———
Dover Advisors, LLC
N/A—2,815-2,815-100%$618.6K———
Hantz Financial Services, Inc.
N/A—2,814-2,814-100%$666.0K———
Alan B Lancz & Associates, Inc.
N/A—2,800-2,800-100%$662.5K———
Libra Wealth LLC
N/A—2,799-2,799-100%$662.3K———
Bedel Financial Consulting, Inc.
N/A—2,795-2,795-100%$661.4K———
McLean Asset Management Corp
N/A—2,777-2,777-100%$664.1K———
Financial Alternatives, Inc
N/A—2,773-2,773-100%$656.3K———
Tudor Investment Corp ET AL
N/A—2,768-2,768-100%$655.0K———
Constant Guidance Financial LLC
N/A—2,737-2,737-100%$647.6K———
Johnson Wealth Management, LLC
N/A—2,731-2,731-100%$646.2K———
Waterloo Capital, L.P.
N/A—2,721-2,721-100%$643.7K———
Logan Capital Management Inc
N/A—2,700-2,700-100%$638.9K———
Fiduciary Financial Advisors
N/A—2,692-2,692-100%$636.3K———
Prestige Wealth Management Group LLC
N/A—2,674-2,674-100%$632.7K———
Pointe Capital Management LLC
N/A—2,668-2,668-100%$631.3K———
Tanglewood Legacy Advisors, LLC
N/A—2,651-2,651-100%$627.3K———
Legacy Edge Advisors, LLC
N/A—2,638-2,638-100%$624.2K———
Stonebridge Financial Group, LLC
N/A—2,633-2,633-100%$623.0K———
Bearing Point Capital, LLC
N/A—2,610-2,610-100%$617.6K———
Brookwood Investment Group LLC
N/A—2,608-2,608-100%$617.1K———
Condor Capital Management
N/A—2,607-2,607-100%$616.9K———
Daybright Advisory Services, Inc.
N/A—2,605-2,605-100%$623.1K———
Roble, Belko & Company, Inc
N/A—2,601-2,601-100%$615.0K———
Meridian Wealth Partners, LLC
N/A—2,600-2,600-100%$615.2K———
Beckerman Institutional, LLC
N/A—2,592-2,592-100%$613.3K———
Everest Financial Group LLC
N/A—2,587-2,587-100%$612.1K———
Russell Investments Group, Ltd.
N/A—2,586-2,586-100%$611.8K———
First Foundation Advisors
N/A—2,570-2,570-100%$608.1K———
ForthRight Wealth Management, LLC
N/A—2,555-2,555-100%$604.5K———
Granite Harbor Advisors, Inc.
N/A—2,527-2,527-100%$597.9K———
Indie Asset Partners, LLC
N/A—2,505-2,505-100%$592.7K———
Baker Avenue Asset Management, LP
N/A—2,504-2,504-100%$592.5K———
FreeGulliver LLC
N/A—2,503-2,503-100%$592.2K———
EWA, LLC
N/A—2,487-2,487-100%$588.5K———
Clarity Financial LLC
N/A—2,467-2,467-100%$583.8K———
Balanced Wealth Group LLC
N/A—2,465-2,465-100%$583.3K———
Talon Private Wealth, LLC
N/A—2,463-2,463-100%$582.7K———
Sachetta, LLC
N/A—2,461-2,461-100%$582.3K———
Pennington Partners & Co., LLC
N/A—2,460-2,460-100%$582.1K———
Sequent Asset Management, LLC
N/A—2,452-2,452-100%$580.2K———
Berkshire Asset Management LLC
N/A—2,451-2,451-100%$580.0K———
VSM Wealth Advisory, LLC
N/A—2,396-2,396-100%$567.1K———
URS Advisory LLC
N/A—2,389-2,389-100%$565.2K———
Aspire Growth Partners LLC
N/A—2,367-2,367-100%$560.0K———
Atomic Invest LLC
N/A—2,358-2,358-100%$556.0K———
TriCert Investment Counsel Inc.
N/A—2,350-2,350-100%$556.1K———
Darwin Wealth Management, LLC
N/A—2,349-2,349-100%$556.0K———
SageGuard Financial Group, LLC
N/A—2,341-2,341-100%$554.0K———
Tortoise Investment Management, LLC
N/A—2,312-2,312-100%$547.1K———
Strive Financial Group,LLC
N/A—2,295-2,295-100%$543.0K———
Operose Advisors LLC
N/A—2,294-2,294-100%$542.9K———
1776 Wealth LLC
N/A—2,289-2,289-100%$541.6K———
Kapstone Financial Advisors LLC
N/A—2,279-2,279-100%$539.3K———
Regimen Wealth, LLC
N/A—2,267-2,267-100%$536.5K———
Chevy Chase Trust Holdings, LLC
N/A—2,250-2,250-100%$532.4K———
Stratos Investment Management, LLC
N/A—2,245-2,245-100%$531.3K———
Greykasell Wealth Strategies, Inc.
N/A—2,239-2,239-100%$529.8K———
Significant Wealth Partners LLC
N/A—2,226-2,226-100%$526.7K———
CCM Investment Advisers LLC
N/A—2,200-2,200-100%$520.6K———
Orleans Capital Management Corp
N/A—2,194-2,194-100%$519.1K———
Paragon Financial Partners, Inc.
N/A—2,192-2,192-100%$526.5K———
Access Financial Services, Inc.
N/A—2,167-2,167-100%$512.8K———
BSW Wealth Partners
N/A—2,162-2,162-100%$511.6K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—2,162-2,162-100%$511.6K———
Liberty Square Wealth Partners LLC
N/A—2,158-2,158-100%$510.6K———
JHP Wealth Management, LLC
N/A—2,124-2,124-100%$502.5K———
Atlantic Family Wealth, LLC
N/A—2,122-2,122-100%$502.1K———
Disciplined Investors, L.L.C.
N/A—2,118-2,118-100%$501.2K———
Pacific Financial Group Inc
N/A—2,090-2,090-100%$494.6K———
Palumbo Wealth Management LLC
N/A—2,070-2,070-100%$489.7K———
Liberty Wealth Management LLC
N/A—2,066-2,066-100%$444.3K———
Caerus Investment Advisors, LLC
N/A—2,063-2,063-100%$488.1K———
Chaney Capital Management, Inc.
N/A—2,055-2,055-100%$486.3K———
NCM Capital Management, LLC
N/A—2,053-2,053-100%$485.8K———
Private Wealth Asset Management, LLC
N/A—2,051-2,051-100%$485.3K———
Ibex Wealth Advisors
N/A—2,019-2,019-100%$477.8K———
Ameritas Investment Partners, Inc.
N/A—2,003-2,003-100%$473.9K———
Compass Capital Corp
N/A—1,998-1,998-100%$492.7K———
FourThought Financial Partners, LLC
N/A—1,996-1,996-100%$472.3K———
Redwood Investment Management, LLC
N/A—1,973-1,973-100%$467.0K———
Zacks Investment Management
N/A—1,960-1,960-100%$464.1K———
Pacific Point Advisors, LLC
N/A—1,959-1,959-100%$463.5K———
Smart Money Group LLC
N/A—1,931-1,931-100%$456.9K———
Disciplined Investments, LLC
N/A—1,908-1,908-100%$451.5K———
Millington Financial Advisors, LLC
N/A—1,900-1,900-100%$451.5K———
First Western Trust Bank
N/A—1,885-1,885-100%$446.0K———
Millstone Evans Group, LLC
N/A—1,883-1,883-100%$445.6K———
Faithward Advisors, LLC
N/A—1,880-1,880-100%$444.8K———
Vines Capital Management, LLC
N/A—1,848-1,848-100%$437.3K———
Peregrine Asset Advisers, Inc.
N/A—1,845-1,845-100%$436.5K———
Elite Financial, Inc.
N/A—1,843-1,843-100%$436.0K———
White Pine Capital LLC
N/A—1,840-1,840-100%$435.5K———
Cura Wealth Advisors, LLC
N/A—1,835-1,835-100%$434.1K———
Jupiter Wealth Management LLC
N/A—1,821-1,821-100%$430.9K———
Meramec Financial Planners, LLC
N/A—1,795-1,795-100%$430.7K———
Byrne Financial Freedom, LLC
N/A—1,794-1,794-100%$424.4K———
Barnett & Company, Inc.
N/A—1,766-1,766-100%$417.9K———
Carl P. Sherr & Co., LLC
N/A—1,760-1,760-100%$416.5K———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,748-1,748-100%$413.6K———
Hill Investment Group Partners, LLC
N/A—1,745-1,745-100%$412.9K———
Serenus Wealth Advisors, LLC
N/A—1,743-1,743-100%$412.4K———
Strait & Sound Wealth Management LLC
N/A—1,733-1,733-100%$409.9K———
Kropog Financial Group, LLC
N/A—1,732-1,732-100%$409.9K———
Dopkins Wealth Management, LLC
N/A—1,732-1,732-100%$409.8K———
Fort Point Capital Partners LLC
N/A—1,729-1,729-100%$409.1K———
Goldstone Financial Group, LLC
N/A—1,724-1,724-100%$407.9K———
Navellier & Associates Inc
N/A—1,707-1,707-100%$403.9K———
OneAscent Family Office, LLC
N/A—1,700-1,700-100%$402.3K———
Astoria Portfolio Advisors Llc.
N/A—1,700-1,700-100%$402.3K———
Tower Research Capital LLC (TRC)
N/A—1,696-1,696-100%$401.3K———
Mairs & Power Inc
N/A—1,690-1,690-100%$399.9K———
CFO4Life Group, LLC
N/A—1,678-1,678-100%$397.0K———
New Republic Capital, LLC
N/A—1,642-1,642-100%$388.5K———
Causey Wealth LLC
N/A—1,631-1,631-100%$385.8K———
GatePass Capital, LLC
N/A—1,625-1,625-100%$384.5K———
Greenline Partners, LLC
N/A—1,624-1,624-100%$384.3K———
Denver Wealth Management, Inc.
N/A—1,624-1,624-100%$384.3K———
WJ Financial Advisors LLC
N/A—1,623-1,623-100%$384.0K———
Vista Capital Partners, Inc.
N/A—1,605-1,605-100%$379.8K———
Prasad Wealth Partners, LLC
N/A—1,603-1,603-100%$379.3K———
Bogart Wealth, LLC
N/A—1,592-1,592-100%$376.7K———
Veridan Wealth LLC
N/A—1,582-1,582-100%$374.4K———
PCM Encore, LLC
N/A—1,580-1,580-100%$373.9K———
Wealth Management Associates, Inc.
N/A—1,569-1,569-100%$371.2K———
Eaton-Cambridge Inc.
N/A—1,567-1,567-100%$370.8K———
Spinnaker Trust
N/A—1,565-1,565-100%$370.3K———
Twin Peaks Wealth Advisors, LLC
N/A—1,564-1,564-100%$370.1K———
Oxinas Partners, LLC
N/A—1,559-1,559-100%$368.9K———
Wayfinding Financial, LLC
N/A—1,557-1,557-100%$368.0K———
Uniting Wealth Partners, LLC
N/A—1,545-1,545-100%$365.6K———
Hills Bank & Trust Co
N/A—1,531-1,531-100%$362.3K———
Bouchey Financial Group, Ltd.
N/A—1,520-1,520-100%$359.6K———
Intrepid Financial Planning Group LLC
N/A—1,520-1,520-100%$359.7K———
Legacy Capital Wealth Management, LLC
N/A—1,519-1,519-100%$359.4K———
Checchi Capital Advisers, LLC
N/A—1,516-1,516-100%$358.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,507-1,507-100%$356.6K———
Coastwise Capital Group, LLC
N/A—1,504-1,504-100%$355.8K———
Leigh Baldwin & Co., LLC
N/A—1,497-1,497-100%$354.3K———
SHP Wealth Management
N/A—1,492-1,492-100%$352.9K———
Evelyn Partners Group Ltd
N/A—1,490-1,490-100%$352.6K———
Deutsche Bank Ag\
N/A—1,482-1,482-100%$350.7K———
Bantamac Capital, LLC
N/A—1,470-1,470-100%$347.8K———
Sonoma Allocations LLC
N/A—1,455-1,455-100%$345.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,454-1,454-100%$344.0K———
Retirement Income Solutions, Inc
N/A—1,446-1,446-100%$311.0K———
Florida Financial Advisors, LLC
N/A—1,444-1,444-100%$341.7K———
Aspire Capital Advisors LLC
N/A—1,433-1,433-100%$339.0K———
Spectrum Investment Advisors, Inc.
N/A—1,431-1,431-100%$338.6K———
American Investment Services, Inc.
N/A—1,427-1,427-100%$337.7K———
Petra Financial Advisors Inc
N/A—1,415-1,415-100%$334.8K———
Hunter Perkins Capital Management, LLC
N/A—1,413-1,413-100%$334———
Compass Advisory Group LLC
N/A—1,403-1,403-100%$332.1K———
Van Diest Capital, LLC
N/A—1,400-1,400-100%$331.4K———
Impact Partnership Wealth, LLC
N/A—1,391-1,391-100%$329.1K———
Beaton Management Co. Inc.
N/A—1,389-1,389-100%$329.0K———
Darden Wealth Group Inc
N/A—1,379-1,379-100%$326.3K———
Mission Creek Capital Partners, Inc.
N/A—1,378-1,378-100%$326.0K———
JTC Employer Solutions Trustee Ltd
N/A—1,375-1,375-100%$325.0K———
Gould Asset Management LLC
N/A—1,358-1,358-100%$321.3K———
Barnes Pettey Financial Advisors, LLC
N/A—1,358-1,358-100%$321.2K———
Price T Rowe Associates Inc
N/A—1,350-1,350-100%$320.0K———
Joule Financial, LLC
N/A—1,341-1,341-100%$317.3K———
IAM Advisory, LLC
N/A—1,340-1,340-100%$317.1K———
Nicholson Wealth Management Group, LLC
N/A—1,333-1,333-100%$315.4K———
Hershey Financial Advisers, LLC
N/A—1,333-1,333-100%$315.4K———
Kera Capital Partners, Inc.
N/A—1,323-1,323-100%$313.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,317-1,317-100%$311.6K———
Westfuller Advisors, LLC
N/A—1,317-1,317-100%$311.6K———
Corus Family Wealth Advisors
N/A—1,301-1,301-100%$307.8K———
Alpha Financial Advisors, LLC
N/A—1,287-1,287-100%$304.6K———
Resources Management Corp
N/A—1,285-1,285-100%$304.1K———
Dash Acquisitions Inc.
N/A—1,284-1,284-100%$316.1K———
Empirical Asset Management, LLC
N/A—1,261-1,261-100%$298.4K———
Clarion Wealth Managment Partners, LLC
N/A—1,259-1,259-100%$298.0K———
Allied Private Wealth LLC
N/A—1,256-1,256-100%$298.4K———
Plum Street Advisors, LLC
N/A—1,252-1,252-100%$296.2K———
V2 Financial group LLC
N/A—1,251-1,251-100%$296.0K———
Wealth Management Strategies, Inc.
N/A—1,243-1,243-100%$294.2K———
Accent Capital Management, LLC
N/A—1,240-1,240-100%$293.4K———
Stonebridge Capital Advisors LLC
N/A—1,236-1,236-100%$292.5K———
Francis Financial, Inc.
N/A—1,229-1,229-100%$290.9K———
Resolute Wealth Strategies, LLC
N/A—1,227-1,227-100%$290.4K———
Wealth Advisors of Iowa, LLC
N/A—1,226-1,226-100%$290.2K———
Rather & Kittrell, Inc.
N/A—1,224-1,224-100%$289.7K———
Quotient Wealth Partners, LLC
N/A—1,220-1,220-100%$288.7K———
Regatta Research & Money Management
N/A—1,210-1,210-100%$286.3K———
Truepoint, Inc.
N/A—1,206-1,206-100%$285.4K———
Klingenstein Fields & Co LP
N/A—1,197-1,197-100%$283.2K———
Beacon Harbor Wealth Advisors, Inc.
N/A—1,187-1,187-100%$283.9K———
Chatterton & Associates Inc.
N/A—1,186-1,186-100%$283.0K———
Measured Wealth Private Client Group, LLC
N/A—1,179-1,179-100%$279.0K———
Financial Concepts Unlimited, Inc.
N/A—1,165-1,165-100%$275.7K———
Vawter Financial, Ltd.
N/A—1,164-1,164-100%$275.4K———
Melfa Wealth Management, Inc.
N/A—1,161-1,161-100%$274.7K———
Alesco Advisors, LLC, An ESL Co
N/A—1,160-1,160-100%$274.5K———
Vantage Point Financial LLC
N/A—1,153-1,153-100%$272.8K———
AF Advisors, Inc.
N/A—1,150-1,150-100%$272.1K———
Paces Ferry Wealth Advisors, LLC
N/A—1,150-1,150-100%$272.1K———
Riverstone Advisors, LLC
N/A—1,145-1,145-100%$270.9K———
Parkwoods Wealth Partners, LLC
N/A—1,143-1,143-100%$270.5K———
Howe & Rusling Inc
N/A—1,143-1,143-100%$270.5K———
Inspire Advisors, LLC
N/A—1,139-1,139-100%$269.6K———
Bluebird Wealth Management LLC
N/A—1,139-1,139-100%$269.5K———
Vorpal, LLC
N/A—1,132-1,132-100%$267.9K———
Bernicke Wealth Management, Ltd.
N/A—1,125-1,125-100%$266.1K———
Keebeck Wealth Management
N/A—1,105-1,105-100%$261.5K———
FFT Wealth Management LLC
N/A—1,097-1,097-100%$259.6K———
First American Trust, FSB
N/A—1,090-1,090-100%$258.0K———
Headlands Technologies LLC
N/A—1,090-1,090-100%$257.9K———
Optimus Capital Advisors, LLC
N/A—1,081-1,081-100%$255.7K———
Fortis Capital Management LLC
N/A—1,067-1,067-100%$252.4K———
Chilton Investment Co Inc.
N/A—1,065-1,065-100%$252.0K———
Napier Financial, LLC
N/A—1,063-1,063-100%$251.5K———
WPWealth LLP
N/A—1,062-1,062-100%$251.3K———
McGinn Penninger Investment Management, Inc.
N/A—1,062-1,062-100%$251.0K———
Red Door Wealth Management, LLC
N/A—1,061-1,061-100%$251.1K———
Aspiring Ventures, LLC
N/A—1,057-1,057-100%$250.1K———
Resolute Capital, LLC
N/A—1,055-1,055-100%$249.7K———
Truvestments Capital LLC
N/A—1,055-1,055-100%$210.1K———
Waddell & Associates, LLC
N/A—1,054-1,054-100%$249.4K———
Campbell Deegan Wealth Management, LLC
N/A—1,052-1,052-100%$248.9K———
Vigil Wealth Management, LLC
N/A—1,052-1,052-100%$248.9K———
Mars Jewett Financial Group, Inc.
N/A—1,046-1,046-100%$247.5K———
ArchPoint Investors
N/A—1,043-1,043-100%$246.8K———
Silvercrest Asset Management Group LLC
N/A—1,042-1,042-100%$246.6K———
WealthTrust Axiom LLC
N/A—1,039-1,039-100%$245.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,030-1,030-100%$244.0K———
Clarendon Private LLC
N/A—1,025-1,025-100%$242.5K———
Fiduciary Wealth Partners, LLC
N/A—1,021-1,021-100%$241.6K———
Concentrum Wealth Management
N/A—1,016-1,016-100%$240.4K———
Alexander Labrunerie & Co., Inc.
N/A—1,010-1,010-100%$239.0K———
Osprey Private Wealth LLC
N/A—1,005-1,005-100%$237.8K———
Advance Capital Management, Inc.
N/A—1,004-1,004-100%$237.6K———
Solano Wealth Investment Advisors LLC
N/A—1,000-1,000-100%$236.6K———
1832 Asset Management L.P.
N/A—999-999-100%$236.4K———
Falcon Wealth Planning
N/A—992-992-100%$234.7K———
Cloud Capital Management, LLC
N/A—990-990-100%$234.0K———
Northstar Financial Companies, Inc.
N/A—989-989-100%$234.0K———
Wealthedge Investment Advisors, LLC
N/A—985-985-100%$233.2K———
Tiaa Wealth Investment Management LLC
N/A—974-974-100%$229.9K———
Clearwater Capital Advisors, LLC
N/A—971-971-100%$229.8K———
Golden Road Advisors LLC
N/A—970-970-100%$229.5K———
Nalls Sherbakoff Group, LLC
N/A—962-962-100%$227.6K———
Northstar Advisory Group, LLC
N/A—954-954-100%$225.7K———
Prostatis Group LLC
N/A—953-953-100%$225.5K———
Windsor Advisory Group, LLC
N/A—951-951-100%$225.0K———
Geometric Wealth Advisors
N/A—951-951-100%$225.0K———
Heritage Wealth Management, Inc. s
N/A—950-950-100%$224.8K———
Headland Capital, LLC
N/A—948-948-100%$224.3K———
Copia Wealth Management
N/A—947-947-100%$224.1K———
Kilter Group LLC
N/A—931-931-100%$220.3K———
Wealthgarden F.S. LLC
N/A—931-931-100%$220.3K———
MWA Asset Management
N/A—926-926-100%$219.1K———
Daviman Financial, LLC
N/A—924-924-100%$218.6K———
IMA Advisory Services, Inc.
N/A—916-916-100%$216.8K———
Athena Investment Management
N/A—915-915-100%$216.5K———
SOA Wealth Advisors, Llc.
N/A—913-913-100%$216.0K———
Wealth Alliance, LLC
N/A—911-911-100%$215.5K———
Comprehensive Money Management Services LLC
N/A—910-910-100%$215.3K———
Dynasty Wealth Management, LLC
N/A—910-910-100%$215.3K———
Hexagon Capital Partners LLC
N/A—908-908-100%$214.9K———
Everpar Advisors LLC
N/A—907-907-100%$214.6K———
IF Advisors, LLC
N/A—897-897-100%$212.2K———
Main Management LLC
N/A—894-894-100%$212.0K———
Wellington-Altus USA Inc.
N/A—885-885-100%$190.3K———
Morton Community Bank
N/A—879-879-100%$208.0K———
Spartan Wealth Advisory Services LLC
N/A—877-877-100%$207.5K———
Vance Wealth, LLC
N/A—871-871-100%$206.1K———
FSA Advisors, Inc.
N/A—867-867-100%$205.1K———
Drake & Associates, LLC
N/A—866-866-100%$204.9K———
Cornerstone Financial Group, LLC
N/A—865-865-100%$204.6K———
Banque Transatlantique SA
N/A—857-857-100%$202.8K———
Winch Advisory Services, LLC
N/A—857-857-100%$202.9K———
Legacy Financial Group LLC
N/A—852-852-100%$201.6K———
Ankerstar Wealth, LLC
N/A—851-851-100%$201.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—850-850-100%$201.1K———
First Financial Bankshares Inc
N/A—850-850-100%$201.1K———
Maripau Wealth Management LLC
N/A—849-849-100%$201.0K———
GeoWealth Management, LLC
N/A—816-816-100%$193.1K———
Tidemark, LLC
N/A—816-816-100%$193.1K———
Stelac Advisory Services LLC
N/A—707-707-100%$167.3K———
Bruce G. Allen Investments, LLC
N/A—681-681-100%$161.1K———
Manning & Napier Advisors LLC
N/A—630-630-100%$149.1K———
Tiaa Trust, National Association
N/A—608-608-100%$143.9K———
Bellevue Asset Management, LLC
N/A—583-583-100%$138.1K———
Toronto Dominion Bank
N/A—571-571-100%$135.0K———
Bank of the Bluegrass & Trust Co.
N/A—567-567-100%$132.3K———
Harborfront Financial Group LLC
N/A—560-560-100%$132.5K———
Cary Street Partners Investment Advisory LLC
N/A—547-547-100%$129.4K———
WHI Trust Co LLC
N/A—547-547-100%$129.4K———
EFG International AG
N/A—537-537-100%$127.3K———
Basepoint Wealth LLC
N/A—532-532-100%$125.9K———
Fourth Dimension Wealth, LLC
N/A—516-516-100%$122.1K———
Strategic Investment Advisors / MI
N/A—515-515-100%$121.9K———
Purpose Unlimited Inc.
N/A—493-493-100%$117.4K———
Imprint Wealth LLC
N/A—487-487-100%$115.2K———
Park Place Capital Corp
N/A—485-485-100%$114.8K———
Seneschal Advisors, LLC
N/A—447-447-100%$105.8K———
Anchor Bay Capital, Inc.
N/A—435-435-100%$106.9K———
Aventura Private Wealth, LLC
N/A—426-426-100%$100.8K———
Centennial Bank
N/A—400-400-100%$94.6K———
Lummis Asset Management, LP
N/A—400-400-100%$96.0K———
Godfrey Financial Associates, Inc.
N/A—397-397-100%$93.9K———
WealthCollab, LLC
N/A—390-390-100%$92.3K———
Stance Capital LLC
N/A—385-385-100%$91.1K———
Colonial Trust Advisors
N/A—374-374-100%$88.5K———
JDM Financial Group LLC
N/A—369-369-100%$87.3K———
Mpwm Advisory Solutions, LLC
N/A—349-349-100%$82.5K———
Innovative Asset Advisors Group, LLC
N/A—345-345-100%$81.6K———
Clearstead Trust, LLC
N/A—325-325-100%$76.9K———
Cypress Capital Management LLC (WY)
N/A—318-318-100%$75.2K———
Sittner & Nelson, LLC
N/A—284-284-100%$67.2K———
Atlantic Private Wealth, LLC
N/A—272-272-100%$64.4K———
Steigerwald, Gordon & Koch Inc.
N/A—272-272-100%$64.4K———
Avalon Trust Co
N/A—250-250-100%$59.2K———
Bollard Group LLC
N/A—223-223-100%$53.0K———
Core Alternative Capital
N/A—223-223-100%$52.8K———
Burnham & Co LLC
N/A—215-215-100%$50.9K———
HighMark Wealth Management LLC
N/A—209-209-100%$49.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—208-208-100%$49.2K———
Cbiz Investment Advisory Services, LLC
N/A—208-208-100%$44.7K———
Proffitt & Goodson Inc
N/A—196-196-100%$46.4K———
Tripletail Wealth Management, LLC
N/A—191-191-100%$45.6K———
MidFirst Bank
N/A—185-185-100%$43.8K———
Longview Financial Advisors LLC
N/A—175-175-100%$41.4K———
Twin Lakes Capital Management, LLC
N/A—167-167-100%$39.6K———
Timmons Wealth Management, LLC
N/A—154-154-100%$36.4K———
PIN OAK Investment Advisors Inc
N/A—150-150-100%$35———
Allianz SE
N/A—124-124-100%$29.3K———
Westend Capital Management, LLC
N/A—117-117-100%$27.6K———
Cheviot Value Management, LLC
N/A—100-100-100%$23.7K———
Aviso Financial Inc.
N/A—100-100-100%$23.7K———
Beaird Harris Wealth Management, LLC
N/A—99-99-100%$23.4K———
Basecamp Wealth Advisors LLC
N/A—99-99-100%$23.4K———
Core Capital Management & Research, inc.
N/A—98-98-100%$24.0K———
Osbon Capital Management LLC
N/A—92-92-100%$21.8K———
GW&K Investment Management, LLC
N/A—90-90-100%$21———
1 North Wealth Services LLC
N/A—90-90-100%$21.3K———
Chelsea Counsel Co
N/A—88-88-100%$20.8K———
Rialto Wealth Management, LLC
N/A—76-76-100%$18.0K———
JPL Wealth Management, LLC
N/A—68-68-100%$16.1K———
Timbuktu Capital Management, LLC
N/A—66-66-100%$15.7K———
Pinney & Scofield, Inc.
N/A—53-53-100%$12.5K———
Strategic Wealth Advisors LLC
N/A—43-43-100%$9———
BankPlus Trust Department
N/A—40-40-100%$9.5K———
PlanVest Financial, Inc
N/A—30-30-100%$7.1K———
Nova Wealth Management, Inc.
N/A—28-28-100%$6.6K———
Bernard Wealth Management Corp.
N/A—13-13-100%$3.1K———
Mcguire Capital Advisors Inc
N/A—10-10-100%$2.4K———
Gould Capital, LLC
N/A—5-5-100%$1.2K———
Luminist Capital LLC
N/A—2-2-100%$473———
Showing 2682 of 2682 institutions