IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Total Intl Stock (VXUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rakuten Investment Management, Inc.
INCREASED
Shares18,795,800 from 18,045,200
Change+750,600 (+4%)
Value$1.6B (+$74.7M)
Filed 2026-10-30
Narodna banka Slovenska
DECREASED
Shares14,321,431 from 14,913,131
Change-591,700 (-4%)
Value$1.2B (-$49.1M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares8,764,825 from 8,363,846
Change+400,979 (+5%)
Value$736.4M (+$28.8M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,247,328 from 6,284,729
Change-37,401 (-1%)
Value$530.8K (-$536.8M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares5,387,523 from 5,278,243
Change+109,280 (+2%)
Value$457.7M (+$6.5M)
Filed 2026-10-23
Sageworth Trust Co
DECREASED
Shares3,818,965 from 3,822,374
Change-3,409 (0%)
Value$324.5M (-$2.3M)
Filed 2026-10-30
Angeles Investment Advisors, LLC
INCREASED
Shares2,805,090 from 2,790,197
Change+14,893 (+1%)
Value$238.3M (-$213.5K)
Filed 2026-10-22
Univest Financial Corp
INCREASED
Shares2,793,590 from 2,151,995
Change+641,595 (+30%)
Value$237.3M (+$53.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,248,370 from 2,164,896
Change+83,474 (+4%)
Value$185.9M (+$4.2M)
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares1,794,001 from 1,720,778
Change+73,223 (+4%)
Value$152.4M (+$5.3M)
Filed 2026-10-26
Allen Investment Management, LLC
INCREASED
Shares1,572,348 from 1,395,132
Change+177,216 (+13%)
Value$133.6M (+$14.3M)
Filed 2026-11-03
Greenwood Gearhart LLC
INCREASED
Shares1,531,501 from 1,474,438
Change+57,063 (+4%)
Value$130.1M (+$4.1M)
Filed 2026-11-02
Sentinel Trust Co LBA
INCREASED
Shares1,383,351 from 1,370,361
Change+12,990 (+1%)
Value$117.5K (+$378)
Filed 2026-11-03
Gleason Group, Inc.
INCREASED
Shares1,372,469 from 1,352,080
Change+20,389 (+2%)
Value$116.6M (+$1.0M)
Filed 2026-10-15
St. Louis Trust Co
INCREASED
Shares1,264,616 from 1,208,887
Change+55,729 (+5%)
Value$107.4M (+$15.8M)
Filed 2026-11-03
Obermeyer Wealth Partners
INCREASED
Shares1,217,777 from 1,144,537
Change+73,240 (+6%)
Value$103.5M (+$5.6M)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,163,890 from 1,099,337
Change+64,553 (+6%)
Value$98.9M (+$4.9M)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,094,242 from 995,159
Change+99,083 (+10%)
Value$93.0M (+$7.9M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares1,066,473 from 1,004,549
Change+61,924 (+6%)
Value$90.6M (+$4.7M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares1,065,774 from 993,943
Change+71,831 (+7%)
Value$90.5M (+$5.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares1,060,741 from 1,033,613
Change+27,128 (+3%)
Value$90.1M (+$1.8M)
Filed 2026-11-02
Verus Financial Partners, Inc.
DECREASED
Shares1,023,216 from 1,025,567
Change-2,351 (0%)
Value$86.9M (-$743.3K)
Filed 2026-10-29
Luminvest Wealth Management LLC
DECREASED
Shares907,181 from 995,284
Change-88,103 (-9%)
Value$77.1M (-$7.7M)
Filed 2026-10-14
Towneley Capital Management, Inc / de
DECREASED
Shares794,281 from 808,202
Change-13,921 (-2%)
Value$67.5M (-$1.6M)
Filed 2026-10-09
3Edge Asset Management, LP
DECREASED
Shares789,167 from 795,189
Change-6,022 (-1%)
Value$67.0M (-$933.1K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares752,789 from 760,173
Change-7,384 (-1%)
Value$64.0M (-$1.0M)
Filed 2026-10-28
25 LLC
DECREASED
Shares716,258 from 728,825
Change-12,567 (-2%)
Value$60.9M (-$1.5M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares712,183 from 668,059
Change+44,124 (+7%)
Value$60.5M (+$3.4M)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares703,119 from 553,628
Change+149,491 (+27%)
Value$59.7M (+$12.1M)
Filed 2026-10-19
Tenon Financial LLC
INCREASED
Shares670,399 from 623,658
Change+46,741 (+7%)
Value$57.0M (+$3.6M)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares662,357 from 633,831
Change+28,526 (+5%)
Value$56.3M (+$2.1M)
Filed 2026-11-05
White Lighthouse Investment Management Inc.
INCREASED
Shares661,686 from 641,058
Change+20,628 (+3%)
Value$56.2M (+$1.4M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares629,810 from 639,368
Change-9,558 (-1%)
Value$53.5M (-$1.2M)
Filed 2026-11-05
Peak Financial Management, Inc.
INCREASED
Shares605,468 from 600,302
Change+5,166 (+1%)
Value$51.4M (+$120.8K)
Filed 2026-10-16
James J. Burns & Company, LLC
INCREASED
Shares590,048 from 578,892
Change+11,156 (+2%)
Value$50.1M (+$641.0K)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares539,085 from 553,794
Change-14,709 (-3%)
Value$45.8M (-$1.5M)
Filed 2026-10-21
Standpoint Asset Management, LLC
INCREASED
Shares534,000 from 494,100
Change+39,900 (+8%)
Value$45.4M (+$3.1M)
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares528,633 from 521,383
Change+7,250 (+1%)
Value$44.9M (+$339.6K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares511,091 from 510,479
Change+612 (+0%)
Value$43.4M (-$218.6K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED
Shares507,627 from 519,610
Change-11,983 (-2%)
Value$43.1M (-$1.3M)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares489,199 from 481,632
Change+7,567 (+2%)
Value$41.6M (+$387.7K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares476,512 from 486,009
Change-9,497 (-2%)
Value$40.5M (-$1.1M)
Filed 2026-11-05
Abacus Planning Group, Inc.
DECREASED
Shares441,698 from 443,771
Change-2,073 (0%)
Value$37.5M (-$411.3K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares430,280 from 301,098
Change+129,182 (+43%)
Value$36.2M (+$10.5M)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares422,229 from 399,872
Change+22,357 (+6%)
Value$35.9M (+$1.7M)
Filed 2026-10-30
Connecticut Wealth Management, LLC
DECREASED
Shares417,921 from 422,803
Change-4,882 (-1%)
Value$35.5M (-$638.9K)
Filed 2026-10-13
BCM Advisors, LLC
INCREASED
Shares414,593 from 15,578
Change+399,015 (+2561%)
Value$34.1M (+$32.9M)
Filed 2026-11-03
Phillips Financial Management, LLC
DECREASED
Shares411,087 from 419,285
Change-8,198 (-2%)
Value$34.9M (-$918.8K)
Filed 2026-10-19
Burrus Financial Services, Inc.
DECREASED
Shares395,899 from 405,599
Change-9,700 (-2%)
Value$33.6M (-$1.0M)
Filed 2026-10-22
Curran Financial Partners, LLC
INCREASED
Shares388,397 from 370,419
Change+17,978 (+5%)
Value$33.0M (+$1.3M)
Filed 2026-11-04
Manuka Financial, LLC
INCREASED
Shares373,018 from 361,433
Change+11,585 (+3%)
Value$31.7M (+$797.5K)
Filed 2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares366,908 from 356,067
Change+10,841 (+3%)
Value$31.2M (+$732.4K)
Filed 2026-10-29
Joseph Group Capital Management
INCREASED
Shares364,234 from 358,140
Change+6,094 (+2%)
Value$30.9M (+$327.9K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares358,406 from 445,380
Change-86,974 (-20%)
Value$30.5M (-$7.6M)
Filed 2026-11-03
Stone Loft Wealth Management LLC
INCREASED
Shares348,532 from 330,933
Change+17,599 (+5%)
Value$29.6M (+$1.5M)
Filed 2026-11-03
Juno Financial Group LLC
INCREASED
Shares342,154 from 337,147
Change+5,007 (+1%)
Value$29.1M (+$246.7K)
Filed 2026-10-27
Professional Financial Advisors, LLC
INCREASED
Shares340,574 from 334,704
Change+5,870 (+2%)
Value$28.9M (+$321.4K)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares330,451 from 332,583
Change-2,132 (-1%)
Value$28.1M (-$357.4K)
Filed 2026-10-15
Fidelis iM, LLC
DECREASED
Shares318,040 from 321,008
Change-2,968 (-1%)
Value$27.0M (-$422.3K)
Filed 2026-10-16
Cairn Investment Group, Inc.
DECREASED
Shares310,615 from 311,629
Change-1,014 (0%)
Value$26.4K (-$26.6M)
Filed 2026-11-04
Arbor Wealth Advisors LLC
DECREASED
Shares310,134 from 313,550
Change-3,416 (-1%)
Value$26.3M (-$456.4K)
Filed 2026-10-09
Svrn Asset Management, LLC
INCREASED
Shares293,628 from 292,857
Change+771 (+0%)
Value$24.9M (-$89.7K)
Filed 2026-11-02
Seneca Financial Advisors LLC
DECREASED
Shares280,232 from 283,926
Change-3,694 (-1%)
Value$23.8M (-$464.3K)
Filed 2026-10-28
Clarity Wealth Advisors, LLC
INCREASED
Shares280,013 from 272,333
Change+7,680 (+3%)
Value$23.8M (+$508.1K)
Filed 2026-10-21
Family CFO Inc
INCREASED
Shares272,878 from 271,144
Change+1,734 (+1%)
Value$23.2M (+$3.6K)
Filed 2026-10-30
Factor Wealth Management LTD
INCREASED
Shares269,930 from 263,407
Change+6,523 (+2%)
Value$22.9M (+$414.6K)
Filed 2026-10-08
Sellwood Investment Partners LLC
INCREASED
Shares268,414 from 263,334
Change+5,080 (+2%)
Value$22.8M (+$292.1K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares266,245 from 254,291
Change+11,954 (+5%)
Value$22.6M (+$880.9K)
Filed 2026-10-16
Cherrydale Wealth Management, LLC
INCREASED
Shares261,113 from 254,952
Change+6,161 (+2%)
Value$22.2M (+$391.7K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares255,188 from 218,124
Change+37,064 (+17%)
Value$21.6M (+$3.1M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares252,194 from 210,110
Change+42,084 (+20%)
Value$21.4M (+$3.5M)
Filed 2026-10-08
Drystone LLC
INCREASED
Shares245,342 from 244,750
Change+592 (+0%)
Value$20.8M (-$79.4K)
Filed 2026-10-30
Rossmore Private Capital
INCREASED
Shares240,239 from 13,990
Change+226,249 (+1617%)
Value$20.4M (+$19.2M)
Filed 2026-10-27
Granville Capital, Inc.
INCREASED
Shares238,948 from 220,519
Change+18,429 (+8%)
Value$20.3M (+$1.4M)
Filed 2026-11-05
David Kennon Inc
INCREASED
Shares234,144 from 232,552
Change+1,592 (+1%)
Value$19.9M (+$12.0K)
Filed 2026-10-13
Greenbush Financial Group, LLC
INCREASED
Shares232,706 from 224,147
Change+8,559 (+4%)
Value$19.8M (+$608.4K)
Filed 2026-10-15
Gibson Wealth Advisors LLC
DECREASED
Shares230,921 from 231,843
Change-922 (0%)
Value$19.6M (-$210.8K)
Filed 2026-10-20
McCarthy Asset Management, Inc.
DECREASED
Shares229,909 from 230,112
Change-203 (0%)
Value$19.5M (-$139.2K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares228,971 from 218,703
Change+10,268 (+5%)
Value$19.5M (+$756.4K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares228,540 from 197,774
Change+30,766 (+16%)
Value$19.4M (+$2.5M)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares228,003 from 211,679
Change+16,324 (+8%)
Value$19.4M (+$1.3M)
Filed 2026-10-26
New England Private Wealth Advisors LLC
INCREASED
Shares226,513 from 222,358
Change+4,155 (+2%)
Value$19.2M (+$699.7K)
Filed 2026-10-19
Shade Tree Advisors LLC
INCREASED
Shares224,944 from 212,794
Change+12,150 (+6%)
Value$19.1M (+$919.5K)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares219,606 from 224,508
Change-4,902 (-2%)
Value$18.7M (-$535.4K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares217,797 from 123,425
Change+94,372 (+76%)
Value$18.5M (+$8.0M)
Filed 2026-10-16
Sage Mountain Advisors LLC
INCREASED
Shares215,089 from 211,636
Change+3,453 (+2%)
Value$18.3M (+$181.2K)
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares213,841 from 215,942
Change-2,101 (-1%)
Value$18.2M (-$292.9K)
Filed 2026-10-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares210,011 from 220,404
Change-10,393 (-5%)
Value$17.8M (-$999.8K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares207,539 from 219,368
Change-11,829 (-5%)
Value$17.6M (-$1.1M)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares205,185 from 196,113
Change+9,072 (+5%)
Value$17.4M (+$666.8K)
Filed 2026-10-16
GuidedMoney, LLC
DECREASED
Shares204,597 from 206,270
Change-1,673 (-1%)
Value$17.4M (-$251.5K)
Filed 2026-10-29
Index Fund Advisors, Inc.
DECREASED
Shares201,653 from 204,714
Change-3,061 (-1%)
Value$17.1M (-$368.6K)
Filed 2026-11-05
Berman McAleer LLC
DECREASED
Shares201,280 from 201,747
Change-467 (0%)
Value$17.1M (-$146.6K)
Filed 2026-10-16
Mallini Complete Financial Planning LLC
INCREASED
Shares199,512 from 197,475
Change+2,037 (+1%)
Value$17.0M (+$68.4K)
Filed 2026-10-06
Charis Legacy Partners, LLC
INCREASED
Shares196,556 from 186,940
Change+9,616 (+5%)
Value$16.7M (+$717.9K)
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED
Shares196,331 from 149,714
Change+46,617 (+31%)
Value$16.7M (+$3.9M)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares192,726 from 187,570
Change+5,156 (+3%)
Value$16.3M (+$463.5K)
Filed 2026-10-08
Fiduciary Advisors, Inc.
INCREASED
Shares190,809 from 137,444
Change+53,365 (+39%)
Value$16.2M (+$4.5M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares190,703 from 163,207
Change+27,496 (+17%)
Value$16.2M (+$2.2M)
Filed 2026-10-15
Schulz Wealth, Ltd.
INCREASED
Shares189,290 from 178,505
Change+10,785 (+6%)
Value$16.1M (+$821.7K)
Filed 2026-11-03
Brooklyn FI, LLC
DECREASED
Shares188,361 from 212,940
Change-24,579 (-12%)
Value$15.8M (-$2.2M)
Filed 2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares179,307 from 133,048
Change+46,259 (+35%)
Value$15.2M (+$3.9M)
Filed 2026-10-28
Dodds Wealth, LLC
INCREASED
Shares178,186 from 170,734
Change+7,452 (+4%)
Value$15.1M (+$542.7K)
Filed 2026-11-02
Wrenne Financial Planning LLC
INCREASED
Shares177,883 from 164,437
Change+13,446 (+8%)
Value$15.1M (+$1.1M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares177,880 from 168,907
Change+8,973 (+5%)
Value$15.1M (+$672.8K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares177,517 from 167,054
Change+10,463 (+6%)
Value$15.1M (+$800.4K)
Filed 2026-10-30
L.K. Benson & Company, P.C.
INCREASED
Shares177,234 from 166,775
Change+10,459 (+6%)
Value$15.1M (+$800.2K)
Filed 2026-10-23
CWS Financial Advisors, LLC
DECREASED
Shares176,742 from 184,623
Change-7,881 (-4%)
Value$15.0M (-$767.4K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares173,868 from 148,510
Change+25,358 (+17%)
Value$14.8M (+$2.1M)
Filed 2026-11-03
Sageworth Trust Co of South Dakota
INCREASED
Shares172,444 from 169,729
Change+2,715 (+2%)
Value$14.7M (+$140.7K)
Filed 2026-10-30
Conning Inc.
NEW
Shares154,100
Change+154,100
Value$13.1M
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares153,942 from 133,629
Change+20,313 (+15%)
Value$13.1M (+$1.7M)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares151,878 from 159,878
Change-8,000 (-5%)
Value$12.9M (-$764.4K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares151,390 from 148,491
Change+2,899 (+2%)
Value$12.9M (+$175.7K)
Filed 2026-10-13
Tenret Co LLC
NEW
Shares151,147
Change+151,147
Value$12.8M
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares146,603 from 141,044
Change+5,559 (+4%)
Value$12.5M (+$397.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
INCREASED
Shares145,818 from 135,861
Change+9,957 (+7%)
Value$12.4M (+$773.9K)
Filed 2026-10-13
1888 Investments, LLC
NEW
Shares145,545
Change+145,545
Value$12.4M
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares144,134 from 140,134
Change+4,000 (+3%)
Value$12.2M (+$265.6K)
Filed 2026-10-22
Sunesis Advisors, LLC
INCREASED
Shares143,390 from 142,206
Change+1,184 (+1%)
Value$12.2M (+$25.3K)
Filed 2026-10-26
Intelligent Financial Strategies
INCREASED
Shares139,992 from 138,507
Change+1,485 (+1%)
Value$11.9M (+$52.8K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
INCREASED
Shares139,362 from 137,869
Change+1,493 (+1%)
Value$11.8M (+$53.7K)
Filed 2026-10-14
Commerce Advisors, LLC
INCREASED
Shares138,563 from 92,600
Change+45,963 (+50%)
Value$11.8M (+$3.9M)
Filed 2026-10-19
New Covenant Trust Company, N.A.
INCREASED
Shares138,502 from 128,985
Change+9,517 (+7%)
Value$11.8M (+$740.2K)
Filed 2026-10-08
MontVue Capital Management, Inc.
DECREASED
Shares138,361 from 139,022
Change-661 (0%)
Value$11.8M (-$129.8K)
Filed 2026-10-19
SYM Financial Corp
UNCHANGED
Shares136,634 from 136,634
Change0 (0%)
Value$11.6M (-$72.4K)
Filed 2026-10-26
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares136,371 from 134,548
Change+1,823 (+1%)
Value$11.6M (+$83.6K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
INCREASED
Shares135,479 from 127,551
Change+7,928 (+6%)
Value$11.5M (+$606.0K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares134,990 from 133,266
Change+1,724 (+1%)
Value$11.5M (+$75.8K)
Filed 2026-10-28
Beacon Financial Strategies Corp
INCREASED
Shares134,804 from 130,455
Change+4,349 (+3%)
Value$11.5M (+$300.4K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares134,296
Change+134,296
Value$11.6M
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares132,898 from 122,005
Change+10,893 (+9%)
Value$11.3M (+$860.8K)
Filed 2026-10-29
Burns J W & Co Inc
INCREASED
Shares131,928 from 122,042
Change+9,886 (+8%)
Value$11.2M (+$775.2K)
Filed 2026-10-20
Center for Financial Planning, Inc.
DECREASED
Shares131,160 from 131,198
Change-38 (0%)
Value$11.1M (-$72.7K)
Filed 2026-10-26
Friday Financial
INCREASED
Shares129,934 from 45,529
Change+84,405 (+185%)
Value$11.0M (+$7.1M)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares129,270 from 128,977
Change+293 (+0%)
Value$11.0M (-$43.5K)
Filed 2026-10-30
Clarity Capital Advisors, LLC
DECREASED
Shares128,563 from 128,733
Change-170 (0%)
Value$10.9M (-$82.6K)
Filed 2026-10-27
M Wealth Management, LLC
INCREASED
Shares124,182 from 123,490
Change+692 (+1%)
Value$10.6M (-$6.6K)
Filed 2026-10-14
Downshift Financial, LLC
INCREASED
Shares122,584 from 110,746
Change+11,838 (+11%)
Value$10.4M (+$947.0K)
Filed 2026-10-13
B&D White Capital Company, LLC
UNCHANGED
Shares121,428 from 121,428
Change0 (0%)
Value$10.3M (-$64.4K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
DECREASED
Shares121,292 from 122,607
Change-1,315 (-1%)
Value$10.3M (-$176.7K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares120,692 from 114,608
Change+6,084 (+5%)
Value$10.3M (+$456.1K)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares119,473 from 84,880
Change+34,593 (+41%)
Value$10.2M (+$2.9M)
Filed 2026-10-08
GFS Advisors, LLC
INCREASED
Shares117,656 from 109,854
Change+7,802 (+7%)
Value$10.0M (+$5.5M)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares117,525 from 119,231
Change-1,706 (-1%)
Value$10.0M (-$208.2K)
Filed 2026-11-03
Briggs Wealth Management, Inc
INCREASED
Shares116,397 from 109,843
Change+6,554 (+6%)
Value$9.9M (+$498.6K)
Filed 2026-10-26
ADE, LLC
DECREASED
Shares116,170 from 116,370
Change-200 (0%)
Value$9.9M (-$78.7K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
DECREASED
Shares112,799 from 115,259
Change-2,460 (-2%)
Value$9.6M (-$270.1K)
Filed 2026-10-19
McClarren Financial Advisors, Inc.
INCREASED
Shares112,209 from 104,432
Change+7,777 (+7%)
Value$9.5M (+$605.4K)
Filed 2026-10-15
Latigo Investments, LLC
UNCHANGED
Shares110,240 from 110,240
Change0 (0%)
Value$9.4M (-$58.4K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares110,196 from 107,020
Change+3,176 (+3%)
Value$9.4M (+$213.1K)
Filed 2026-10-23
Gordian Advisors LLC
DECREASED
Shares107,866 from 108,979
Change-1,113 (-1%)
Value$9.2M (-$152.4K)
Filed 2026-10-30
Root Financial Partners, LLC
DECREASED
Shares107,628 from 147,074
Change-39,446 (-27%)
Value$9.1M (-$3.4M)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares107,373 from 90,146
Change+17,227 (+19%)
Value$9.1M (+$1.4M)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares106,574 from 127,185
Change-20,611 (-16%)
Value$9.1M (-$1.8M)
Filed 2026-10-07
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares105,829 from 105,111
Change+718 (+1%)
Value$9.0M (+$5.3K)
Filed 2026-11-02
Legacy Advisors, LLC
DECREASED
Shares105,744 from 137,571
Change-31,827 (-23%)
Value$9.0M (-$2.8M)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares104,981 from 95,988
Change+8,993 (+9%)
Value$8.9M (+$713.2K)
Filed 2026-10-21
Fire Capital Management LLC
INCREASED
Shares100,257 from 93,362
Change+6,895 (+7%)
Value$8.5M (+$536.3K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
INCREASED
Shares98,706 from 11,184
Change+87,522 (+783%)
Value$8.4M (+$7.4M)
Filed 2026-10-30
GSG Advisors LLC
INCREASED
Shares98,307 from 98,228
Change+79 (+0%)
Value$8.4M (-$45.3K)
Filed 2026-11-03
Compass Financial Group, Inc
INCREASED
Shares97,799 from 24,468
Change+73,331 (+300%)
Value$8.3M (+$6.2M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares97,646 from 101,918
Change-4,272 (-4%)
Value$8.3M (-$416.9K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares96,772 from 71,257
Change+25,515 (+36%)
Value$8.2K (-$6.1M)
Filed 2026-10-22
Freedom Day Solutions, LLC
DECREASED
Shares95,972 from 98,796
Change-2,824 (-3%)
Value$8.2M (-$292.3K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares95,668 from 78,736
Change+16,932 (+22%)
Value$8.1M (+$1.4M)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares95,122 from 94,663
Change+459 (+0%)
Value$8.1M (-$11.1K)
Filed 2026-10-13
Guardsman Private Capital Management, Inc.
DECREASED
Shares94,492 from 95,514
Change-1,022 (-1%)
Value$8.0M (-$137.4K)
Filed 2026-10-19
Asset One Wealth Management LLC
DECREASED
Shares94,411 from 106,817
Change-12,406 (-12%)
Value$8.0M (-$1.1M)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares94,296 from 89,342
Change+4,954 (+6%)
Value$8.0M (+$373.5K)
Filed 2026-10-27
Tanager Wealth Management LLP
INCREASED
Shares94,115 from 83,725
Change+10,390 (+12%)
Value$8.0M (+$838.4K)
Filed 2026-10-19
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares93,924 from 90,914
Change+3,010 (+3%)
Value$8.0M (+$969.5K)
Filed 2026-10-14
First Horizon Corp
INCREASED
Shares93,917 from 90,782
Change+3,135 (+3%)
Value$8.0M (+$218.2K)
Filed 2026-10-26
Altiora Financial Group, LLC
DECREASED
Shares93,262 from 104,712
Change-11,450 (-11%)
Value$7.9M (-$1.0M)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares93,060 from 80,374
Change+12,686 (+16%)
Value$7.9M (+$1.0M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares92,546 from 98,099
Change-5,553 (-6%)
Value$7.9M (-$523.8K)
Filed 2026-10-30
MSH Capital Advisors LLC
INCREASED
Shares91,557 from 62,649
Change+28,908 (+46%)
Value$7.8M (+$2.4M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares89,492 from 89,578
Change-86 (0%)
Value$7.6M (-$54.8K)
Filed 2026-11-05
Coyle Financial Counsel LLC
INCREASED
Shares88,630 from 86,730
Change+1,900 (+2%)
Value$7.5M (+$115.5K)
Filed 2026-10-28
Greenhouse Wealth Management, LLC
INCREASED
Shares88,339 from 85,508
Change+2,831 (+3%)
Value$7.5M (+$200.6K)
Filed 2026-10-20
Global Trust Asset Management, LLC
INCREASED
Shares87,939 from 86,064
Change+1,875 (+2%)
Value$7.5M (+$113.7K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
NEW
Shares87,685
Change+87,685
Value$7.4M
Filed 2026-11-04
TCI Wealth Advisors, Inc.
INCREASED
Shares87,662 from 7,327
Change+80,335 (+1096%)
Value$7.4M (+$6.8M)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares86,974 from 86,384
Change+590 (+1%)
Value$7.4M (+$4.4K)
Filed 2026-10-16
Evanson Financial, LLC
INCREASED
Shares85,610 from 81,366
Change+4,244 (+5%)
Value$7.3M (+$317.5K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares84,604 from 73,987
Change+10,617 (+14%)
Value$7.2M (+$862.9K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares84,379 from 81,432
Change+2,947 (+4%)
Value$7.2M (+$207.2K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares82,793 from 83,387
Change-594 (-1%)
Value$7.0M (-$94.6K)
Filed 2026-10-15
D.B. Root & Company, LLC
DECREASED
Shares81,300 from 111,863
Change-30,563 (-27%)
Value$6.9M (-$2.7M)
Filed 2026-11-04
Prudent Man Advisors, LLC
DECREASED
Shares80,500 from 80,505
Change-5 (0%)
Value$6.8M (-$43.1K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares79,771 from 79,012
Change+759 (+1%)
Value$6.8M (+$22.6K)
Filed 2026-10-27
Global Trust Wealth Management LLC
INCREASED
Shares79,284 from 79,205
Change+79 (+0%)
Value$6.7M (-$35.2K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares78,844 from 71,523
Change+7,321 (+10%)
Value$6.7M (+$584.1K)
Filed 2026-10-19
Sapient Capital LLC
INCREASED
Shares78,747 from 44,043
Change+34,704 (+79%)
Value$6.7M (+$2.9M)
Filed 2026-10-08
Serenity Investment Advisors
INCREASED
Shares78,321 from 77,118
Change+1,203 (+2%)
Value$6.7M (-$109.8K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares78,047 from 75,181
Change+2,866 (+4%)
Value$6.4M (+$154.5K)
Filed 2026-10-27
Mustard Seed Financial, LLC
DECREASED
Shares77,995 from 79,024
Change-1,029 (-1%)
Value$6.6M (-$129.4K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares77,665 from 73,687
Change+3,978 (+5%)
Value$6.6M (+$298.9K)
Filed 2026-10-28
Shepherd Financial Partners LLC
UNCHANGED
Shares77,183 from 77,183
Change0 (0%)
Value$6.6M (-$40.9K)
Filed 2026-11-03
San Luis Wealth Advisors LLC
DECREASED
Shares76,084 from 123,273
Change-47,189 (-38%)
Value$6.5M (-$4.1M)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares75,500 from 49,689
Change+25,811 (+52%)
Value$6.4M (+$2.2M)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares75,298 from 75,177
Change+121 (+0%)
Value$6.4M (-$42.7K)
Filed 2026-10-23
Bokf, NA
INCREASED
Shares75,279 from 75,021
Change+258 (+0%)
Value$6.4M (-$17.8K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares75,219 from 68,420
Change+6,799 (+10%)
Value$6.4K (-$5.8M)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares75,208 from 75,071
Change+137 (+0%)
Value$6.4M (-$28.2K)
Filed 2026-11-02
Sage Investment Advisers LLC
INCREASED
Shares75,155 from 69,056
Change+6,099 (+9%)
Value$6.4M (+$481.5K)
Filed 2026-10-21
Tandem Investment Partners LLC
DECREASED
Shares75,122 from 75,973
Change-851 (-1%)
Value$6.4M (-$112.6K)
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares75,036 from 63,043
Change+11,993 (+19%)
Value$6.4M (+$985.5K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares74,866 from 74,432
Change+434 (+1%)
Value$6.4M (-$2.5K)
Filed 2026-10-26
Catalyst Private Wealth, LLC
DECREASED
Shares74,306 from 74,343
Change-37 (0%)
Value$6.3M (-$42.5K)
Filed 2026-10-13
LifeWealth Investments, LLC
INCREASED
Shares74,232 from 45,650
Change+28,582 (+63%)
Value$6.3M (+$2.4M)
Filed 2026-10-21
Financial Architects, LLC
INCREASED
Shares73,240 from 71,385
Change+1,855 (+3%)
Value$6.2M (+$119.8K)
Filed 2026-10-13
McAlister, Sweet & Associates, Inc.
INCREASED
Shares72,883 from 71,115
Change+1,768 (+2%)
Value$6.2M (+$112.5K)
Filed 2026-10-07
AdvisorNet Financial, Inc
INCREASED
Shares71,922 from 70,251
Change+1,671 (+2%)
Value$6.0M (+$5.4K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares71,817 from 67,270
Change+4,547 (+7%)
Value$6.1M (+$350.7K)
Filed 2026-11-04
Selective Wealth Management, Inc.
INCREASED
Shares71,665 from 60,233
Change+11,432 (+19%)
Value$6.0M (+$986.8K)
Filed 2026-10-16
Valpey Financial Services, LLC
DECREASED
Shares71,368 from 72,145
Change-777 (-1%)
Value$6.1M (-$104.2K)
Filed 2026-10-30
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares70,915 from 75,348
Change-4,433 (-6%)
Value$6.0M (-$416.6K)
Filed 2026-10-19
Arista Wealth Management, LLC
DECREASED
Shares68,036 from 69,202
Change-1,166 (-2%)
Value$5.8M (-$135.7K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares66,485 from 65,358
Change+1,127 (+2%)
Value$5.6M (+$47.3K)
Filed 2026-10-21
Leelyn Smith, LLC
INCREASED
Shares66,423 from 58,797
Change+7,626 (+13%)
Value$5.6M (+$616.7K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares65,796 from 51,326
Change+14,470 (+28%)
Value$5.6M (+$1.2M)
Filed 2026-10-21
Warwick Investment Management, Inc.
DECREASED
Shares65,662 from 67,777
Change-2,115 (-3%)
Value$5.6M (-$215.6K)
Filed 2026-10-19
Eclectic Associates Inc
INCREASED
Shares65,611 from 65,608
Change+3 (0%)
Value$5.6M (-$34.6K)
Filed 2026-10-09
Sagace Wealth Management LLC
INCREASED
Shares65,398 from 63,821
Change+1,577 (+2%)
Value$5.6M (+$100.2K)
Filed 2026-10-28
WoodTrust Financial Corp
DECREASED
Shares64,559 from 65,411
Change-852 (-1%)
Value$5.5K (-$5.6M)
Filed 2026-10-09
Crescent Grove Advisors, LLC
INCREASED
Shares64,374 from 63,203
Change+1,171 (+2%)
Value$5.5M (+$66.1K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares64,266 from 66,946
Change-2,680 (-4%)
Value$5.5M (-$263.1K)
Filed 2026-11-05
Scott & Selber, Inc.
DECREASED
Shares63,298 from 69,435
Change-6,137 (-9%)
Value$5.4M (-$558.2K)
Filed 2026-10-21
Sterling Wealth Management, Inc.
DECREASED
Shares63,287 from 64,216
Change-929 (-1%)
Value$5.4M (-$113.0K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares61,154 from 54,067
Change+7,087 (+13%)
Value$5.1M (+$596.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares61,154 from 54,067
Change+7,087 (+13%)
Value$5.1M (+$596.9K)
Filed 2026-10-20
Diversified Management Inc
INCREASED
Shares61,150 from 60,500
Change+650 (+1%)
Value$5.2M (+$23.1K)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares61,127 from 60,420
Change+707 (+1%)
Value$5.2M (+$28.1K)
Filed 2026-10-23
Financial Symmetry Inc
INCREASED
Shares61,042 from 61,014
Change+28 (+0%)
Value$5.2M (-$30.0K)
Filed 2026-10-06
NBT Bank, N.A.
UNCHANGED
Shares60,985 from 60,985
Change0 (0%)
Value$5.2M (-$32.3K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares60,923 from 47,915
Change+13,008 (+27%)
Value$5.2M (+$1.1M)
Filed 2026-10-14
Cascade Investment Group, Inc.
INCREASED
Shares60,601 from 57,441
Change+3,160 (+6%)
Value$5.1M (+$238.0K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares60,505 from 58,847
Change+1,658 (+3%)
Value$5.1M (+$109.6K)
Filed 2026-10-22
Revolve Wealth Partners, LLC
INCREASED
Shares59,842 from 59,570
Change+272 (+0%)
Value$5.1M (-$8.4K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares59,511 from 61,762
Change-2,251 (-4%)
Value$5.1M (-$224.0K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares59,258 from 54,796
Change+4,462 (+8%)
Value$5.0M (+$350.0K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
DECREASED
Shares58,273 from 62,286
Change-4,013 (-6%)
Value$5.0M (-$374.0K)
Filed 2026-10-15
Joel Adams & Associates, Inc.
INCREASED
Shares58,266 from 57,874
Change+392 (+1%)
Value$5.0M (+$2.6K)
Filed 2026-11-02
Trinity Wealth Management, LLC
INCREASED
Shares57,987 from 57,183
Change+804 (+1%)
Value$4.9M (+$38.0K)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares57,679 from 60,716
Change-3,037 (-5%)
Value$4.9M (-$290.2K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares57,481 from 57,817
Change-336 (-1%)
Value$4.9M (-$59.2K)
Filed 2026-10-08
Gradient Capital Advisors, LLC
DECREASED
Shares55,821 from 56,214
Change-393 (-1%)
Value$4.7M (-$63.1K)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares55,447 from 47,754
Change+7,693 (+16%)
Value$4.7M (+$628.2K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares54,044 from 55,785
Change-1,741 (-3%)
Value$4.6M (-$177.5K)
Filed 2026-10-22
Cushing Capital Partners, LLC
INCREASED
Shares52,986 from 50,464
Change+2,522 (+5%)
Value$4.5M (+$187.5K)
Filed 2026-10-20
Bath Savings Trust Co
INCREASED
Shares52,633 from 49,830
Change+2,803 (+6%)
Value$4.5M (+$211.7K)
Filed 2026-10-07
Bricktown Capital, LLC
UNCHANGED
Shares52,583 from 52,583
Change0 (0%)
Value$4.5M (-$27.9K)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares52,494 from 50,666
Change+1,828 (+4%)
Value$4.5M (+$128.5K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares52,439 from 52,891
Change-452 (-1%)
Value$4.5M (-$66.4K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares52,401 from 100,477
Change-48,076 (-48%)
Value$4.5M (-$4.1M)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares51,734 from 51,253
Change+481 (+1%)
Value$4.4M (+$13.7K)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
INCREASED
Shares50,965 from 49,507
Change+1,458 (+3%)
Value$4.3M (+$97.6K)
Filed 2026-10-27
Lynch & Associates
DECREASED
Shares50,426 from 50,868
Change-442 (-1%)
Value$4.3M (-$64.5K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares50,222 from 40,512
Change+9,710 (+24%)
Value$4.3M (+$803.5K)
Filed 2026-10-29
Advisory Solutions Group, LLC
INCREASED
Shares49,840 from 46,363
Change+3,477 (+8%)
Value$4.2M (+$270.8K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares49,498 from 51,771
Change-2,273 (-4%)
Value$4.2M (-$220.5K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
DECREASED
Shares49,163 from 53,220
Change-4,057 (-8%)
Value$4.2M (-$372.9K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares49,010 from 118,123
Change-69,113 (-59%)
Value$4.2M (-$5.9M)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares47,632 from 48,200
Change-568 (-1%)
Value$4.0M (-$73.8K)
Filed 2026-10-22
Trek Financial, LLC
INCREASED
Shares47,406 from 44,719
Change+2,687 (+6%)
Value$4.0M (+$204.6K)
Filed 2026-10-29
Westside Investment Management, Inc.
INCREASED
Shares47,254 from 46,733
Change+521 (+1%)
Value$4.0M (+$19.6K)
Filed 2026-11-02
Columbia Asset Management
DECREASED
Shares46,916 from 53,920
Change-7,004 (-13%)
Value$4.0M (-$623.7K)
Filed 2026-10-19
Winter & Associates, Inc.
DECREASED
Shares46,568 from 48,610
Change-2,042 (-4%)
Value$3.9M (-$256.1K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares46,553 from 36,995
Change+9,558 (+26%)
Value$4.0M (+$792.4K)
Filed 2026-10-08
CRA Financial Services, LLC
INCREASED
Shares46,518 from 44,773
Change+1,745 (+4%)
Value$4.0M (+$124.5K)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares46,081 from 27,742
Change+18,339 (+66%)
Value$3.9M (+$1.5M)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares46,049 from 44,057
Change+1,992 (+5%)
Value$3.9M (+$145.9K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares45,696 from 19,989
Change+25,707 (+129%)
Value$3.9M (+$2.2M)
Filed 2026-10-28
Penney Financial, LLC
INCREASED
Shares44,950 from 42,475
Change+2,475 (+6%)
Value$3.8M (+$187.8K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
DECREASED
Shares44,622 from 44,625
Change-3 (0%)
Value$3.8M (-$23.9K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares44,586 from 44,586
Change0 (0%)
Value$3.7M (-$91.8K)
Filed 2026-10-22
Washington Trust Bank
DECREASED
Shares44,517 from 45,186
Change-669 (-1%)
Value$3.8M (-$80.8K)
Filed 2026-11-03
OmniStar Financial Group, Inc.
INCREASED
Shares44,222 from 35,636
Change+8,586 (+24%)
Value$3.8M (+$710.5K)
Filed 2026-10-26
Fort Henry Capital, LLC
INCREASED
Shares44,082 from 41,987
Change+2,095 (+5%)
Value$3.7M (+$155.7K)
Filed 2026-10-22
Sunpointe, LLC
INCREASED
Shares43,616 from 42,279
Change+1,337 (+3%)
Value$3.7M (+$91.2K)
Filed 2026-10-22
Old Peak Finance LLC
INCREASED
Shares43,516 from 43,448
Change+68 (+0%)
Value$3.7M (-$17.3K)
Filed 2026-11-02
Beacon Advisors Holdings, LLC
INCREASED
Shares43,405 from 43,347
Change+58 (+0%)
Value$3.7M (-$18.1K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
DECREASED
Shares43,335 from 43,390
Change-55 (0%)
Value$3.6M (-$84.4K)
Filed 2026-11-02
Value Investment Professionals, LLC
NEW
Shares43,109
Change+43,109
Value$3.7M
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares42,508 from 34,747
Change+7,761 (+22%)
Value$3.6M (+$641.0K)
Filed 2026-11-05
Cacti Asset Management LLC
UNCHANGED
Shares42,392 from 42,392
Change0 (0%)
Value$3.6M (+$1.3K)
Filed 2026-10-01
Clark Asset Management, LLC
DECREASED
Shares41,665 from 43,172
Change-1,507 (-3%)
Value$3.5M (-$151.0K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares41,664 from 34,718
Change+6,946 (+20%)
Value$3.5M (+$571.7K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares41,471 from 55,277
Change-13,806 (-25%)
Value$3.5M (-$1.2M)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares41,440 from 41,422
Change+18 (+0%)
Value$3.5M (-$20.4K)
Filed 2026-10-15
Financial Planning Hawaii, Inc.
INCREASED
Shares41,415 from 40,719
Change+696 (+2%)
Value$3.5M (+$37.6K)
Filed 2026-10-13
Upper Left Wealth Management, LLC
INCREASED
Shares41,371 from 38,607
Change+2,764 (+7%)
Value$3.5M (+$214.4K)
Filed 2026-10-14
Advisors Management Group Inc
INCREASED
Shares40,978 from 40,805
Change+173 (+0%)
Value$3.5K (-$3.5M)
Filed 2026-11-05
Vilga Financial Planning LLC
INCREASED
Shares40,864 from 39,561
Change+1,303 (+3%)
Value$3.5M (+$89.7K)
Filed 2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares40,855 from 30,569
Change+10,286 (+34%)
Value$3.5M (+$857.7K)
Filed 2026-10-15
Alhambra Investment Management LLC
DECREASED
Shares40,594 from 40,832
Change-238 (-1%)
Value$3.4M (-$41.8K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares40,493 from 41,498
Change-1,005 (-2%)
Value$3.4M (-$107.4K)
Filed 2026-10-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares39,695 from 37,275
Change+2,420 (+6%)
Value$3.4M (+$185.8K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
INCREASED
Shares39,629 from 39,619
Change+10 (+0%)
Value$3.4M (-$20.1K)
Filed 2026-10-27
Sicart Associates LLC
UNCHANGED
Shares39,326 from 39,326
Change0 (0%)
Value$3.3M (-$81.0K)
Filed 2026-10-29
Asset Advisory Group, Inc.
INCREASED
Shares39,298 from 36,219
Change+3,079 (+9%)
Value$3.3M (+$242.3K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares38,886 from 38,604
Change+282 (+1%)
Value$3.3M (+$18.0K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares38,506 from 29,656
Change+8,850 (+30%)
Value$3.3M (+$736.1K)
Filed 2026-10-29
Gold Investment Management Ltd.
INCREASED
Shares38,412 from 38,098
Change+314 (+1%)
Value$3.3M (+$6.5K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
INCREASED
Shares38,234 from 38,233
Change+1 (0%)
Value$3.2M (-$20.3K)
Filed 2026-10-16
Accredited Investors Inc.
DECREASED
Shares38,083 from 42,307
Change-4,224 (-10%)
Value$3.2M (-$381.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares37,876 from 34,153
Change+3,723 (+11%)
Value$3.2M (+$298.2K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares37,715 from 35,849
Change+1,866 (+5%)
Value$3.2M (+$128.3K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares37,662 from 27,119
Change+10,543 (+39%)
Value$3.2M (+$881.4K)
Filed 2026-10-23
Retirement Guys Formula LLC
DECREASED
Shares37,181 from 37,183
Change-2 (0%)
Value$3.2M (-$19.9K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares37,137 from 35,467
Change+1,670 (+5%)
Value$3.2M (+$123.1K)
Filed 2026-10-09
Keybank National Association
INCREASED
Shares37,128 from 28,219
Change+8,909 (+32%)
Value$3.2M (+$742.0K)
Filed 2026-11-04
Culbertson A N & Co Inc
DECREASED
Shares36,755 from 37,010
Change-255 (-1%)
Value$3.1M (-$41.3K)
Filed 2026-10-21
Turning Point Benefit Group, Inc.
INCREASED
Shares36,436 from 33,416
Change+3,020 (+9%)
Value$3.1M (+$242.7K)
Filed 2026-10-28
Waldron Private Wealth LLC
INCREASED
Shares36,312 from 34,981
Change+1,331 (+4%)
Value$3.1M (+$94.6K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
INCREASED
Shares36,002 from 35,996
Change+6 (+0%)
Value$3.1M (-$18.6K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED
Shares35,925 from 41,274
Change-5,349 (-13%)
Value$3.1M (-$476.4K)
Filed 2026-11-02
Carroll Advisory Group, LLC
DECREASED
Shares35,904 from 35,972
Change-68 (0%)
Value$3.1M (-$24.9K)
Filed 2026-10-16
Pacific Park Financial, Inc.
INCREASED
Shares35,786 from 32,055
Change+3,731 (+12%)
Value$3.0M (+$300.0K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares35,245 from 35,191
Change+54 (+0%)
Value$3.0M (-$14.0K)
Filed 2026-10-13
Woodside Wealth Management LLC
INCREASED
Shares34,840 from 33,861
Change+979 (+3%)
Value$3.0M (+$65.2K)
Filed 2026-10-16
Chicago Capital, LLC
INCREASED
Shares34,809 from 23,916
Change+10,893 (+46%)
Value$3.0M (+$912.8K)
Filed 2026-10-13
Hardin Capital Partners, LLC
INCREASED
Shares34,662 from 28,077
Change+6,585 (+23%)
Value$2.9M (+$542.8K)
Filed 2026-10-09
Howard Wealth Management, LLC
DECREASED
Shares34,566 from 34,587
Change-21 (0%)
Value$2.9M (-$20.2K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares34,494 from 30,178
Change+4,316 (+14%)
Value$2.9M (+$350.7K)
Filed 2026-11-05
Everhart Financial Group, Inc.
DECREASED
Shares34,462 from 36,356
Change-1,894 (-5%)
Value$2.9M (-$180.2K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares33,930 from 27,550
Change+6,380 (+23%)
Value$2.8M (+$439.8K)
Filed 2026-11-04
Plancorp, LLC
DECREASED
Shares33,885 from 37,431
Change-3,546 (-9%)
Value$2.8M (-$344.9K)
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares33,803 from 30,072
Change+3,731 (+12%)
Value$2.9M (+$301.1K)
Filed 2026-10-20
Milestone Investment Advisors LLC
INCREASED
Shares33,593 from 30,106
Change+3,487 (+12%)
Value$2.9M (+$280.3K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares33,538 from 33,219
Change+319 (+1%)
Value$2.8M (+$9.4K)
Filed 2026-10-20
Essex LLC
INCREASED
Shares32,588 from 26,319
Change+6,269 (+24%)
Value$2.8M (+$518.7K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares32,499 from 31,954
Change+545 (+2%)
Value$2.8M (+$29.4K)
Filed 2026-10-15
Family Investment Center, Inc.
DECREASED
Shares32,379 from 32,390
Change-11 (0%)
Value$2.8M (-$18.0K)
Filed 2026-10-19
Brady Martz Wealth Solutions, LLC
DECREASED
Shares31,996 from 32,987
Change-991 (-3%)
Value$2.7M (-$101.7K)
Filed 2026-11-05
Collective Family Office LLC
DECREASED
Shares31,607 from 32,540
Change-933 (-3%)
Value$2.7M (-$96.5K)
Filed 2026-10-05
Human Investing LLC
INCREASED
Shares31,290 from 31,262
Change+28 (+0%)
Value$2.7M (-$14.2K)
Filed 2026-10-19
Unify Financial Advisors
INCREASED
Shares31,189 from 30,333
Change+856 (+3%)
Value$2.6M (+$56.6K)
Filed 2026-11-03
Wise Wealth Partners
INCREASED
Shares30,909 from 28,765
Change+2,144 (+7%)
Value$2.6M (+$166.9K)
Filed 2026-10-14
Bluestem Financial Advisors, LLC
INCREASED
Shares30,350 from 30,144
Change+206 (+1%)
Value$2.6M (+$1.5K)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares30,265 from 12,896
Change+17,369 (+135%)
Value$2.6M (+$1.5M)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares30,231 from 22,610
Change+7,621 (+34%)
Value$2.5M (+$666.0K)
Filed 2026-11-02
Avalon Advisory Group
DECREASED
Shares29,848 from 30,045
Change-197 (-1%)
Value$2.5M (-$32.7K)
Filed 2026-10-20
SilverOak Wealth Management LLC
DECREASED
Shares29,831 from 30,133
Change-302 (-1%)
Value$2.5M (-$41.7K)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares29,146 from 9,982
Change+19,164 (+192%)
Value$2.5M (+$1.6M)
Filed 2026-10-16
Lynch Asset Management, Inc.
UNCHANGED
Shares28,650 from 28,650
Change0 (0%)
Value$2.4M (-$15.2K)
Filed 2026-10-28
Walker Financial Services, Inc.
DECREASED
Shares28,649 from 37,346
Change-8,697 (-23%)
Value$2.4M (-$758.6K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
INCREASED
Shares28,336 from 28,326
Change+10 (+0%)
Value$2.4M (-$14.2K)
Filed 2026-10-07
Cyndeo Wealth Partners, LLC
DECREASED
Shares28,323 from 28,984
Change-661 (-2%)
Value$2.4M (-$71.5K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares28,136 from 40,613
Change-12,477 (-31%)
Value$2.4M (-$1.1M)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares28,043 from 28,993
Change-950 (-3%)
Value$2.4M (-$96.1K)
Filed 2026-10-16
Hyposwiss Advisors SA
UNCHANGED
Shares27,956 from 27,956
Change0 (0%)
Value$2.4M (-$14.8K)
Filed 2026-10-26
Fonville Wealth Management LLC
INCREASED
Shares27,814 from 19,905
Change+7,909 (+40%)
Value$2.4M (+$661.4K)
Filed 2026-10-28
Wesbanco Bank Inc
INCREASED
Shares27,682 from 25,526
Change+2,156 (+8%)
Value$2.4M (+$169.6K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares27,673 from 27,313
Change+360 (+1%)
Value$2.4M (+$16.0K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares27,622 from 23,439
Change+4,183 (+18%)
Value$2.3M (+$343.0K)
Filed 2026-10-08
Innovative Wealth Building LLC
INCREASED
Shares27,609 from 15,509
Change+12,100 (+78%)
Value$2.3M (+$1.0M)
Filed 2026-10-14
Sendero Wealth Management, LLC
DECREASED
Shares27,303 from 31,097
Change-3,794 (-12%)
Value$2.3M (-$338.8K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares27,244 from 27,592
Change-348 (-1%)
Value$2.3M (-$44.2K)
Filed 2026-10-20
KCM Investment Advisors LLC
INCREASED
Shares27,216 from 19,175
Change+8,041 (+42%)
Value$2.3M (+$673.0K)
Filed 2026-10-27
Rolek Wealth Management LLC
INCREASED
Shares27,130 from 19,924
Change+7,206 (+36%)
Value$2.3M (+$601.7K)
Filed 2026-10-21
Capital Wealth Alliance, LLC
INCREASED
Shares26,901 from 16,433
Change+10,468 (+64%)
Value$2.3M (+$880.7K)
Filed 2026-10-20
Seed Wealth Management, Inc.
DECREASED
Shares26,801 from 30,729
Change-3,928 (-13%)
Value$2.3M (-$350.0K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares26,634 from 23,570
Change+3,064 (+13%)
Value$2.3M (+$247.9K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares26,605 from 22,482
Change+4,123 (+18%)
Value$2.3M (+$338.3K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
DECREASED
Shares26,525 from 54,325
Change-27,800 (-51%)
Value$2.3M (-$1.9M)
Filed 2026-10-13
Hopwood Financial Services, Inc.
INCREASED
Shares26,344 from 15,069
Change+11,275 (+75%)
Value$2.2M (+$949.9K)
Filed 2026-10-29
Flagstar Securities, Inc
DECREASED
Shares26,282 from 26,438
Change-156 (-1%)
Value$2.2M (-$27.3K)
Filed 2026-10-15
Retirement Planning Group, LLC
DECREASED
Shares26,257 from 30,152
Change-3,895 (-13%)
Value$2.2M (-$346.9K)
Filed 2026-10-19
Ares Financial Consulting, LLC
DECREASED
Shares26,239 from 32,037
Change-5,798 (-18%)
Value$2.2M (-$509.6K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares26,114 from 26,113
Change+1 (0%)
Value$2.2M (-$13.8K)
Filed 2026-10-26
Retirement Investment Advisors, Inc.
UNCHANGED
Shares26,101 from 26,101
Change0 (0%)
Value$2.2M (+$30.7K)
Filed 2026-10-22
DSG Capital Advisors, LLC
UNCHANGED
Shares25,725 from 25,725
Change0 (0%)
Value$2.2M (+$7.7K)
Filed 2026-11-05
Affiance Financial, LLC
INCREASED
Shares25,692 from 25,331
Change+361 (+1%)
Value$2.2M (+$17.3K)
Filed 2026-10-15
Successful Portfolios LLC
DECREASED
Shares25,520 from 25,642
Change-122 (0%)
Value$2.2M (+$5.1K)
Filed 2026-10-09
West Financial Advisors, LLC
DECREASED
Shares25,507 from 26,224
Change-717 (-3%)
Value$2.2M (-$74.8K)
Filed 2026-10-22
Legacy Bridge, LLC
DECREASED
Shares25,484 from 25,534
Change-50 (0%)
Value$2.2M (-$17.8K)
Filed 2026-10-28
SwitchPoint Financial Planning, LLC
DECREASED
Shares25,422 from 34,614
Change-9,192 (-27%)
Value$2.2M (-$799.3K)
Filed 2026-11-02
Creekside Partners
INCREASED
Shares25,402 from 25,088
Change+314 (+1%)
Value$2.2M (+$13.5K)
Filed 2026-11-04
Family Wealth Partners, LLC
DECREASED
Shares25,365 from 25,639
Change-274 (-1%)
Value$2.2M (-$36.9K)
Filed 2026-10-20
Duncker Streett & Co Inc
DECREASED
Shares25,364 from 25,591
Change-227 (-1%)
Value$2.2M (-$32.8K)
Filed 2026-10-27
Steele Capital Management, Inc.
DECREASED
Shares25,015 from 34,055
Change-9,040 (-27%)
Value$2.1M (-$786.2K)
Filed 2026-11-02
Innova Wealth Partners
INCREASED
Shares24,642 from 13,581
Change+11,061 (+81%)
Value$2.1M (+$932.6K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
INCREASED
Shares24,398 from 20,228
Change+4,170 (+21%)
Value$2.1M (+$343.6K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares24,368 from 21,111
Change+3,257 (+15%)
Value$2.1M (+$265.5K)
Filed 2026-11-05
Olio Financial Planning
UNCHANGED
Shares24,315 from 24,315
Change0 (0%)
Value$2.1M (-$12.9K)
Filed 2026-10-22
Hudock, Inc.
INCREASED
Shares24,286 from 22,673
Change+1,613 (+7%)
Value$2.1M (+$125.0K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares24,175 from 21,974
Change+2,201 (+10%)
Value$2.1M (+$175.4K)
Filed 2026-11-05
FSA Investment Group, LLC
INCREASED
Shares24,084 from 21,659
Change+2,425 (+11%)
Value$2.0M (+$194.5K)
Filed 2026-10-07
Citizens Financial Group Inc
INCREASED
Shares24,081 from 23,263
Change+818 (+4%)
Value$2.0M (+$57.1K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares24,035 from 31,007
Change-6,972 (-22%)
Value$2.0M (-$608.8K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares23,998 from 21,998
Change+2,000 (+9%)
Value$2.0M (+$158.3K)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares23,643 from 23,336
Change+307 (+1%)
Value$2.0M (+$13.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares23,472 from 25,688
Change-2,216 (-9%)
Value$2.0M (-$201.8K)
Filed 2026-10-08
Apollon Financial, LLC
DECREASED
Shares23,460 from 25,017
Change-1,557 (-6%)
Value$2.0M (-$145.6K)
Filed 2026-10-23
Forum Financial Management, LP
INCREASED
Shares23,380 from 19,623
Change+3,757 (+19%)
Value$2.0M (+$308.8K)
Filed 2026-10-16
Levin Capital Strategies, L.P.
INCREASED
Shares23,298 from 13,986
Change+9,312 (+67%)
Value$2.0M (+$783.7K)
Filed 2026-11-02
Tabr Capital Management, LLC
INCREASED
Shares23,026 from 22,537
Change+489 (+2%)
Value$2.0M (+$29.6K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares22,942 from 22,992
Change-50 (0%)
Value$1.9M (-$16.4K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares22,848 from 24,282
Change-1,434 (-6%)
Value$1.9M (-$134.7K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares22,811 from 21,939
Change+872 (+4%)
Value$1.9M (+$62.5K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
NEW
Shares22,810
Change+22,810
Value$1.9M
Filed 2026-11-04
Cannon Financial Strategists, Inc.
DECREASED
Shares22,783 from 22,838
Change-55 (0%)
Value$1.9M (-$16.8K)
Filed 2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED
Shares22,586 from 22,586
Change0 (0%)
Value$1.9M (-$12.0K)
Filed 2026-10-27
Flower City Capital
INCREASED
Shares22,455 from 22,257
Change+198 (+1%)
Value$1.9M (+$5.0K)
Filed 2026-10-15
Certior Financial Group, LLC
DECREASED
Shares22,315 from 22,501
Change-186 (-1%)
Value$1.9M (-$27.7K)
Filed 2026-10-19
BCS Wealth Management
INCREASED
Shares22,199 from 22,125
Change+74 (+0%)
Value$1.9M (-$5.5K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares22,061 from 3,761
Change+18,300 (+487%)
Value$1.9M (+$1.6M)
Filed 2026-10-22
FWG Investments, Llc.
INCREASED
Shares21,987 from 14,979
Change+7,008 (+47%)
Value$1.9M (+$587.5K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares21,687 from 36,048
Change-14,361 (-40%)
Value$1.8M (-$1.2M)
Filed 2026-11-05
North Capital, Inc.
INCREASED
Shares21,657 from 21,607
Change+50 (+0%)
Value$1.8M (-$16.3K)
Filed 2026-10-16
First Community Trust NA
INCREASED
Shares21,597 from 18,458
Change+3,139 (+17%)
Value$1.8M (+$256.9K)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares21,511 from 21,073
Change+438 (+2%)
Value$1.8M (+$26.1K)
Filed 2026-10-26
Iron Financial LLC
INCREASED
Shares21,341 from 21,312
Change+29 (+0%)
Value$1.8M (-$8.8K)
Filed 2026-10-23
Flywheel Private Wealth LLC
INCREASED
Shares21,340 from 21,305
Change+35 (+0%)
Value$1.8M (-$8.3K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares21,094 from 21,558
Change-464 (-2%)
Value$1.8M (-$50.8K)
Filed 2026-10-23
Capital City Trust Co
INCREASED
Shares21,029 from 20,599
Change+430 (+2%)
Value$1.8M (+$25.6K)
Filed 2026-10-22
Reality Financial Planning Services, LLC
INCREASED
Shares20,938 from 17,781
Change+3,157 (+18%)
Value$1.8M (+$258.8K)
Filed 2026-11-03
Zenith Solutions, Inc.
INCREASED
Shares20,623 from 19,659
Change+964 (+5%)
Value$1.8M (+$71.5K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares20,480 from 15,472
Change+5,008 (+32%)
Value$1.7M (+$416.7K)
Filed 2026-10-27
Unique Wealth, LLC
UNCHANGED
Shares20,414 from 20,414
Change0 (0%)
Value$1.7M (-$10.8K)
Filed 2026-10-16
United Financial Planning Group LLC
INCREASED
Shares20,412 from 20,403
Change+9 (+0%)
Value$1.7M (-$10.0K)
Filed 2026-11-04
Winnacle Wealth LLC
NEW
Shares20,289
Change+20,289
Value$1.7M
Filed 2026-10-15
First City Capital Management, Inc.
INCREASED
Shares20,211 from 17,049
Change+3,162 (+19%)
Value$1.7M (+$259.6K)
Filed 2026-10-27
Novem Group
INCREASED
Shares20,060 from 20,035
Change+25 (+0%)
Value$1.7M (-$8.5K)
Filed 2026-10-19
Cogent Strategic Wealth LLC
UNCHANGED
Shares20,033 from 20,033
Change0 (0%)
Value$1.7M (-$10.6K)
Filed 2026-10-22
Cora Capital Advisors LLC
INCREASED
Shares19,980 from 19,972
Change+8 (+0%)
Value$1.7M (-$9.9K)
Filed 2026-11-02
DeDora Capital, Inc.
UNCHANGED
Shares19,930 from 19,930
Change0 (0%)
Value$1.7M (-$10.6K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares19,559
Change+19,559
Value$1.6K
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares19,540 from 19,007
Change+533 (+3%)
Value$1.7M (+$35.2K)
Filed 2026-10-21
Calamos Wealth Management LLC
INCREASED
Shares19,499 from 19,470
Change+29 (+0%)
Value$1.7M (-$7.8K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares19,493 from 14,261
Change+5,232 (+37%)
Value$1.7M (+$437.0K)
Filed 2026-11-05
Greenspring Advisors, LLC
INCREASED
Shares19,488 from 6,873
Change+12,615 (+184%)
Value$1.7M (+$1.1M)
Filed 2026-11-05
Gridiron Partners, LLC
UNCHANGED
Shares19,467 from 19,467
Change0 (0%)
Value$1.7M (-$10.3K)
Filed 2026-10-08
Carolina Wealth Management Inc
DECREASED
Shares19,335 from 19,925
Change-590 (-3%)
Value$1.6M (-$60.7K)
Filed 2026-10-29
Ethic Inc.
INCREASED
Shares19,294 from 11,904
Change+7,390 (+62%)
Value$1.6M (+$621.5K)
Filed 2026-11-03
Ocean Park Asset Management, LLC
DECREASED
Shares19,262 from 19,308
Change-46 (0%)
Value$1.6M (-$14.1K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares19,262 from 19,308
Change-46 (0%)
Value$1.6M (-$14.1K)
Filed 2026-10-28
Cambridge Advisors Inc.
DECREASED
Shares19,068 from 21,408
Change-2,340 (-11%)
Value$1.6M (-$210.2K)
Filed 2026-10-19
DecisionPoint Financial, LLC
UNCHANGED
Shares19,028 from 19,028
Change0 (0%)
Value$1.6M (-$1.3K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares19,024 from 20,470
Change-1,446 (-7%)
Value$1.6M (-$133.7K)
Filed 2026-10-30
NorthLanding Financial Partners, LLC
DECREASED
Shares18,958 from 18,969
Change-11 (0%)
Value$1.6M (-$11.0K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
DECREASED
Shares18,892 from 19,954
Change-1,062 (-5%)
Value$1.6M (-$100.8K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares18,850
Change+18,850
Value$1.6M
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares18,818 from 16,210
Change+2,608 (+16%)
Value$1.6M (+$213.0K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares18,741 from 12,386
Change+6,355 (+51%)
Value$1.6M (+$533.4K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares18,602 from 18,537
Change+65 (+0%)
Value$1.6M (-$4.2K)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares18,556 from 17,408
Change+1,148 (+7%)
Value$1.6M (+$88.3K)
Filed 2026-11-03
Blueprint Financial Advisors LLC
NEW
Shares18,387
Change+18,387
Value$1.6M
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares18,351 from 18,751
Change-400 (-2%)
Value$1.6M (-$43.9K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares18,249 from 24,488
Change-6,239 (-25%)
Value$1.6M (-$539.4K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares18,148 from 22,225
Change-4,077 (-18%)
Value$1.5K (-$1.9M)
Filed 2026-11-05
DT Investment Partners, LLC
INCREASED
Shares18,050 from 17,079
Change+971 (+6%)
Value$1.5M (+$73.4K)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
INCREASED
Shares17,916 from 14,434
Change+3,482 (+24%)
Value$1.5M (+$288.2K)
Filed 2026-10-14
Blankinship & Foster, LLC
DECREASED
Shares17,806 from 17,843
Change-37 (0%)
Value$1.5M (-$12.7K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
INCREASED
Shares17,747 from 16,567
Change+1,180 (+7%)
Value$1.5M (+$91.5K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares17,610 from 16,900
Change+710 (+4%)
Value$1.5M (+$51.3K)
Filed 2026-10-15
Donalies Financial Planning, LLC
INCREASED
Shares17,607 from 17,529
Change+78 (+0%)
Value$1.5M (-$2.7K)
Filed 2026-10-19
Armbruster Capital Management, Inc.
INCREASED
Shares17,581 from 4,731
Change+12,850 (+272%)
Value$1.5M (+$1.1M)
Filed 2026-10-19
Calder Financial LLC
DECREASED
Shares17,569 from 18,496
Change-927 (-5%)
Value$1.5M (-$88.6K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
DECREASED
Shares17,553 from 18,380
Change-827 (-4%)
Value$1.5M (-$79.9K)
Filed 2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED
Shares17,519 from 14,927
Change+2,592 (+17%)
Value$1.5M (+$212.4K)
Filed 2026-10-29
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares17,398 from 16,513
Change+885 (+5%)
Value$1.5M (+$66.4K)
Filed 2026-11-03
Seamount Financial Group Inc
INCREASED
Shares17,186 from 14,873
Change+2,313 (+16%)
Value$1.5M (+$188.6K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares17,132 from 12,494
Change+4,638 (+37%)
Value$1.5M (+$387.5K)
Filed 2026-11-04
Entrust Financial LLC
DECREASED
Shares17,085 from 17,128
Change-43 (0%)
Value$1.5M (-$12.7K)
Filed 2026-11-04
Liberty Capital Management, Inc.
INCREASED
Shares17,072 from 15,053
Change+2,019 (+13%)
Value$1.5M (+$163.6K)
Filed 2026-11-02
Cottage Street Advisors LLC
INCREASED
Shares16,966 from 9,333
Change+7,633 (+82%)
Value$1.4M (+$643.6K)
Filed 2026-10-19
Gibbs Wealth Management
INCREASED
Shares16,910 from 6,695
Change+10,215 (+153%)
Value$1.4M (+$864.3K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares16,733 from 14,975
Change+1,758 (+12%)
Value$1.4M (+$141.4K)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares16,715 from 16,728
Change-13 (0%)
Value$1.4M (-$10.0K)
Filed 2026-10-22
Hall Laurie J Trustee
UNCHANGED
Shares16,629 from 16,629
Change0 (0%)
Value$1.4M (-$8.8K)
Filed 2026-10-06
Pacifica Partners Inc.
INCREASED
Shares16,316 from 3,082
Change+13,234 (+429%)
Value$1.4M (+$1.1M)
Filed 2026-10-09
Retirement Financial Solutions, LLC
INCREASED
Shares16,226 from 16,196
Change+30 (+0%)
Value$1.4M (-$6.1K)
Filed 2026-10-20
FC Advisory LLC
INCREASED
Shares16,051 from 11,689
Change+4,362 (+37%)
Value$1.4M (+$364.4K)
Filed 2026-10-05
Lmcg Investments, LLC
INCREASED
Shares16,042 from 15,414
Change+628 (+4%)
Value$1.4M (+$45.2K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares15,912 from 16,519
Change-607 (-4%)
Value$1.4M (-$60.3K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
NEW
Shares15,899
Change+15,899
Value$1.3M
Filed 2026-10-21
Pinnacle Financial Group, LLC / IL
INCREASED
Shares15,810 from 15,785
Change+25 (+0%)
Value$1.3M (-$6.2K)
Filed 2026-10-29
Lebenthal Global Advisors, LLC
INCREASED
Shares15,591 from 15,497
Change+94 (+1%)
Value$1.3M (-$256)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED
Shares15,579 from 15,732
Change-153 (-1%)
Value$1.3M (-$21.3K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares15,388 from 15,388
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-28
Nvwm, LLC
DECREASED
Shares15,343 from 17,206
Change-1,863 (-11%)
Value$1.3M (-$167.3K)
Filed 2026-10-14
Aufman Associates Inc
INCREASED
Shares15,325 from 15,298
Change+27 (+0%)
Value$1.3M (-$5.8K)
Filed 2026-11-04
Lpwm LLC
INCREASED
Shares15,072 from 13,545
Change+1,527 (+11%)
Value$1.3M (+$122.6K)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares15,065 from 15,065
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares15,063 from 14,912
Change+151 (+1%)
Value$1.3M (+$4.9K)
Filed 2026-10-15
Macroview Investment Management LLC
INCREASED
Shares15,016 from 14,995
Change+21 (+0%)
Value$1.3M (-$6.1K)
Filed 2026-10-26
HRC Wealth Management, LLC
INCREASED
Shares14,972 from 14,568
Change+404 (+3%)
Value$1.3M (+$26.6K)
Filed 2026-10-16
Bryant Woods Investment Advisors, LLC
UNCHANGED
Shares14,937 from 14,937
Change0 (0%)
Value$1.3M (-$7.9K)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares14,932 from 14,932
Change0 (0%)
Value$1.3M (-$7.9K)
Filed 2026-11-03
Financial Security Advisor, Inc.
NEW
Shares14,843
Change+14,843
Value$1.3M
Filed 2026-11-03
Providence First Trust Co
INCREASED
Shares14,821 from 11,349
Change+3,472 (+31%)
Value$1.3M (+$289.0K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares14,808 from 14,117
Change+691 (+5%)
Value$1.3M (+$51.2K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares14,585 from 9,275
Change+5,310 (+57%)
Value$1.2M (+$446.2K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares14,401 from 13,738
Change+663 (+5%)
Value$1.2M (+$49.1K)
Filed 2026-10-29
Vista Investment Partners II, LLC
DECREASED
Shares14,383 from 15,403
Change-1,020 (-7%)
Value$1.2M (-$94.8K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares14,381 from 14,738
Change-357 (-2%)
Value$1.2M (-$38.2K)
Filed 2026-10-21
Hurley Capital, LLC
DECREASED
Shares14,376 from 14,403
Change-27 (0%)
Value$1.2M (-$9.9K)
Filed 2026-11-05
Nabity-Jensen Investment Management Inc
DECREASED
Shares14,374 from 15,309
Change-935 (-6%)
Value$1.2M (-$87.6K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
NEW
Shares14,336
Change+14,336
Value$1.2M
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares14,295 from 14,470
Change-175 (-1%)
Value$1.2M (-$22.5K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
DECREASED
Shares14,266 from 14,847
Change-581 (-4%)
Value$1.2M (-$57.2K)
Filed 2026-10-23
Welch Group, LLC
INCREASED
Shares14,239 from 13,239
Change+1,000 (+8%)
Value$1.2M (+$77.9K)
Filed 2026-10-29
Cardinal Point Capital Management ULC
INCREASED
Shares14,232 from 14,229
Change+3 (+0%)
Value$1.2M (-$7.3K)
Filed 2026-10-21
Glenview Trust Co
INCREASED
Shares14,203 from 3,733
Change+10,470 (+280%)
Value$1.2M (+$887.6K)
Filed 2026-10-28
J.M. Arbour, LLC
INCREASED
Shares14,202 from 14,139
Change+63 (+0%)
Value$1.2M (-$2.1K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares14,193 from 14,379
Change-186 (-1%)
Value$1.2M (-$23.4K)
Filed 2026-11-04
Old North State Wealth Management, LLC
DECREASED
Shares14,091 from 14,726
Change-635 (-4%)
Value$1.2M (-$61.7K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares13,852 from 13,852
Change0 (0%)
Value$1.2M (-$7.3K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares13,793 from 13,746
Change+47 (+0%)
Value$1.2M (-$3.4K)
Filed 2026-10-29
Wiser Wealth Management, Inc
DECREASED
Shares13,792 from 17,265
Change-3,473 (-20%)
Value$1.2M (-$304.1K)
Filed 2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares13,551 from 13,551
Change0 (0%)
Value$1.2M (-$7.2K)
Filed 2026-10-21
Ervin Investment Management, LLC
UNCHANGED
Shares13,539 from 13,539
Change0 (0%)
Value$1.2M (-$7.2K)
Filed 2026-10-23
Farnam Financial LLC
INCREASED
Shares13,519 from 13,508
Change+11 (+0%)
Value$1.1M (-$26.9K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
INCREASED
Shares13,474 from 12,451
Change+1,023 (+8%)
Value$1.1M (+$80.4K)
Filed 2026-10-27
Stonekeep Investments, LLC
UNCHANGED
Shares13,428 from 13,428
Change0 (0%)
Value$1.1M (+$1.1M)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares13,425 from 6,757
Change+6,668 (+99%)
Value$1.1M (+$563.0K)
Filed 2026-10-21
Cambridge Financial Group, LLC
UNCHANGED
Shares13,320 from 13,320
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-06
Premier Path Wealth Partners, LLC
DECREASED
Shares13,281 from 14,873
Change-1,592 (-11%)
Value$1.1M (-$143.1K)
Filed 2026-10-16
Interchange Capital Partners, LLC
UNCHANGED
Shares13,250 from 13,250
Change0 (0%)
Value$1.1M (-$7.0K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
DECREASED
Shares13,212 from 15,665
Change-2,453 (-16%)
Value$1.1M (-$216.7K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
INCREASED
Shares13,179 from 12,891
Change+288 (+2%)
Value$1.1M (+$17.6K)
Filed 2026-10-26
Nicholas Wealth, Llc.
INCREASED
Shares13,178 from 11,276
Change+1,902 (+17%)
Value$1.1M (+$155.6K)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares13,168 from 3,401
Change+9,767 (+287%)
Value$1.1M (+$828.0K)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares13,155 from 13,197
Change-42 (0%)
Value$1.1M (-$10.6K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
DECREASED
Shares13,147 from 14,212
Change-1,065 (-7%)
Value$1.1M (-$98.0K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares13,135 from 13,124
Change+11 (+0%)
Value$1.1M (-$6.0K)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares13,131 from 12,816
Change+315 (+2%)
Value$1.1M (+$20.0K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares12,916 from 6,162
Change+6,754 (+110%)
Value$1.1M (+$570.6K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED
Shares12,871 from 12,773
Change+98 (+1%)
Value$1.1M (+$1.5K)
Filed 2026-10-26
Regatta Capital Group, LLC
DECREASED
Shares12,848 from 15,264
Change-2,416 (-16%)
Value$1.1M (-$213.4K)
Filed 2026-10-23
Nixon Peabody Trust Co
DECREASED
Shares12,841 from 13,988
Change-1,147 (-8%)
Value$1.1M (-$104.9K)
Filed 2026-10-23
Annex Advisory Services, LLC
INCREASED
Shares12,829 from 2,537
Change+10,292 (+406%)
Value$1.1M (+$873.1K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares12,743 from 14,221
Change-1,478 (-10%)
Value$1.1M (-$133.1K)
Filed 2026-10-29
Gradient Investments LLC
INCREASED
Shares12,652 from 11,215
Change+1,437 (+13%)
Value$1.1M (+$116.2K)
Filed 2026-10-08
Peoples Financial Services Corp.
DECREASED
Shares12,475 from 13,259
Change-784 (-6%)
Value$1.1M (-$73.6K)
Filed 2026-10-20
Veratis Advisors, Inc.
INCREASED
Shares12,471 from 12,247
Change+224 (+2%)
Value$1.1M (+$12.6K)
Filed 2026-11-03
JIM Saulnier & Associates, LLC
INCREASED
Shares12,466 from 12,088
Change+378 (+3%)
Value$1.1M (+$25.7K)
Filed 2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED
Shares12,448 from 12,404
Change+44 (+0%)
Value$1.1M (-$2.9K)
Filed 2026-11-02
Wealth Group Ltd
INCREASED
Shares12,383 from 12,264
Change+119 (+1%)
Value$1.1M (+$9.4K)
Filed 2026-10-07
Northern Lights Advisors, Inc.
UNCHANGED
Shares12,282 from 12,282
Change0 (0%)
Value$1.0M (-$6.5K)
Filed 2026-10-21
Blueprint Investment Partners LLC
NEW
Shares12,269
Change+12,269
Value$1.0M
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares12,245 from 8,842
Change+3,403 (+38%)
Value$1.0M (+$284.4K)
Filed 2026-10-27
Imc-Chicago, LLC
INCREASED
Shares12,220 from 10,809
Change+1,411 (+13%)
Value$1.0M (+$114.2K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares12,181 from 12,181
Change0 (0%)
Value$1.0M ($0)
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED
Shares12,167 from 10,278
Change+1,889 (+18%)
Value$1.0M (+$155.1K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares12,108 from 12,100
Change+8 (+0%)
Value$1.0M (-$5.7K)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares11,905 from 10,510
Change+1,395 (+13%)
Value$1.0M (+$112.9K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares11,740 from 19,007
Change-7,267 (-38%)
Value$997.5K (-$627.5K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
INCREASED
Shares11,731 from 8,617
Change+3,114 (+36%)
Value$996.7K (+$260.0K)
Filed 2026-10-21
Great Hill Capital LLC
UNCHANGED
Shares11,706 from 11,706
Change0 (0%)
Value$994.5K (-$6.2K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares11,684 from 13,905
Change-2,221 (-16%)
Value$992.7K (-$196.0K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
INCREASED
Shares11,628 from 11,250
Change+378 (+3%)
Value$988 (-$961.0K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares11,607 from 12,219
Change-612 (-5%)
Value$986.1K (-$58.5K)
Filed 2026-10-27
RKL Wealth Management LLC
INCREASED
Shares11,564 from 11,479
Change+85 (+1%)
Value$982.5K (+$1.2K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
DECREASED
Shares11,546 from 11,689
Change-143 (-1%)
Value$981.0K (-$18.3K)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$977.0K (-$6.1K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares11,321 from 358
Change+10,963 (+3062%)
Value$961.8K (+$931.2K)
Filed 2026-10-05
McAdam, LLC
DECREASED
Shares11,304 from 13,524
Change-2,220 (-16%)
Value$960.4K (-$195.7K)
Filed 2026-10-21
Palisade Asset Management, LLC
INCREASED
Shares11,265 from 11,264
Change+1 (+0%)
Value$957.1K (-$5.9K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
DECREASED
Shares11,222 from 11,254
Change-32 (0%)
Value$953.4K (-$8.7K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares11,199 from 938
Change+10,261 (+1094%)
Value$951.4K (+$871.3K)
Filed 2026-10-02
Amicus Financial Advisors, LLC
INCREASED
Shares11,194 from 11,010
Change+184 (+2%)
Value$951.7K (+$10.4K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED
Shares11,165 from 11,163
Change+2 (+0%)
Value$948.6K (-$5.8K)
Filed 2026-10-28
Allegheny Financial Group
INCREASED
Shares11,110 from 9,866
Change+1,244 (+13%)
Value$943.9K (+$100.5K)
Filed 2026-11-05
Essex Bank
NEW
Shares11,071
Change+11,071
Value$940.6K
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares11,047 from 11,023
Change+24 (+0%)
Value$938.6K (-$3.8K)
Filed 2026-10-16
Altfest L J & Co Inc
UNCHANGED
Shares11,046 from 11,046
Change0 (0%)
Value$938.5K (-$5.9K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares11,022 from 6,767
Change+4,255 (+63%)
Value$936.5K (+$358.0K)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED
Shares10,937 from 11,843
Change-906 (-8%)
Value$929.2K (-$83.3K)
Filed 2026-10-27
Fulcrum Wealth Advisors, LLC
INCREASED
Shares10,810 from 8,967
Change+1,843 (+21%)
Value$918.5K (+$151.9K)
Filed 2026-10-16
Sheets Smith Wealth Management
UNCHANGED
Shares10,730 from 10,730
Change0 (0%)
Value$911.6K (-$5.7K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares10,694
Change+10,694
Value$908.7K
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares10,648 from 10,088
Change+560 (+6%)
Value$904.7K (+$42.2K)
Filed 2026-11-05
Semitam Bonam LLC
DECREASED
Shares10,547 from 10,865
Change-318 (-3%)
Value$896.0K (-$32.8K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
DECREASED
Shares10,542 from 10,736
Change-194 (-2%)
Value$895.6K (-$22.2K)
Filed 2026-10-29
EdgeRock Capital LLC
INCREASED
Shares10,526 from 8,373
Change+2,153 (+26%)
Value$894.3K (+$178.5K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$892.1K (-$5.6K)
Filed 2026-10-05
Aspire Private Capital, LLC
DECREASED
Shares10,496 from 10,848
Change-352 (-3%)
Value$891.8K (-$35.6K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares10,410 from 8,339
Change+2,071 (+25%)
Value$884.4K (+$171.6K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares10,378 from 8,186
Change+2,192 (+27%)
Value$881.7K (+$183.0K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares10,360 from 7,547
Change+2,813 (+37%)
Value$880.2K (+$235.0K)
Filed 2026-11-03
Davis Investment Partners, LLC
INCREASED
Shares10,346 from 9,771
Change+575 (+6%)
Value$879.0K (+$43.6K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares10,335 from 12,162
Change-1,827 (-15%)
Value$878.1K (-$161.7K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares10,314 from 8,618
Change+1,696 (+20%)
Value$876.3K (+$139.6K)
Filed 2026-11-03
Gerber, LLC
INCREASED
Shares10,305 from 10,302
Change+3 (+0%)
Value$875.5K (-$5.2K)
Filed 2026-10-21
Sloy Dahl & Holst, LLC
DECREASED
Shares10,300 from 10,529
Change-229 (-2%)
Value$875.1K (-$25.1K)
Filed 2026-10-14
First Command Advisory Services, Inc.
DECREASED
Shares10,299 from 11,064
Change-765 (-7%)
Value$875.0K (-$70.9K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares10,277 from 10,247
Change+30 (+0%)
Value$881.8K (+$12.4K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED
Shares10,259 from 10,526
Change-267 (-3%)
Value$871.6K (-$28.3K)
Filed 2026-11-05
Burton Enright Welch
INCREASED
Shares10,240 from 10,239
Change+1 (+0%)
Value$870.0K (-$5.4K)
Filed 2026-11-04
SeaBridge Investment Advisors LLC
NEW
Shares10,219
Change+10,219
Value$868.2K
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares10,147 from 10,146
Change+1 (+0%)
Value$862.1K (-$5.3K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
INCREASED
Shares10,132 from 9,837
Change+295 (+3%)
Value$860.9K (+$19.9K)
Filed 2026-10-21
Focused Alpha, LLC
INCREASED
Shares10,120 from 5,971
Change+4,149 (+69%)
Value$859.8K (+$349.4K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares10,086 from 10,298
Change-212 (-2%)
Value$857.0K (-$23.4K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares9,988 from 7,673
Change+2,315 (+30%)
Value$848.6K (+$192.6K)
Filed 2026-10-27
OAK Family Advisors, LLC
INCREASED
Shares9,951 from 9,950
Change+1 (+0%)
Value$845.5K (-$5.2K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED
Shares9,813 from 9,851
Change-38 (0%)
Value$833.7K (-$8.5K)
Filed 2026-11-03
FCG Investment Co
DECREASED
Shares9,766 from 9,832
Change-66 (-1%)
Value$829.7K (-$10.8K)
Filed 2026-10-13
Klingman & Associates, LLC
DECREASED
Shares9,687 from 10,067
Change-380 (-4%)
Value$823.0K (-$37.6K)
Filed 2026-10-20
HF Advisory Group, LLC
DECREASED
Shares9,591 from 11,308
Change-1,717 (-15%)
Value$814.9K (-$151.8K)
Filed 2026-10-09
Markowski Investments
DECREASED
Shares9,539 from 9,789
Change-250 (-3%)
Value$810.4K (-$26.4K)
Filed 2026-10-30
Traveka Wealth, LLC
DECREASED
Shares9,444 from 9,643
Change-199 (-2%)
Value$802.4K (-$22.0K)
Filed 2026-10-19
Impact Capital Partners LLC
INCREASED
Shares9,397 from 8,233
Change+1,164 (+14%)
Value$798.4K (+$94.5K)
Filed 2026-10-22
Soltis Investment Advisors LLC
DECREASED
Shares9,375 from 11,199
Change-1,824 (-16%)
Value$796.5K (-$160.8K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares9,326 from 9,310
Change+16 (+0%)
Value$792.4K (-$3.5K)
Filed 2026-10-26
Life Planning Partners, Inc
DECREASED
Shares9,201 from 9,997
Change-796 (-8%)
Value$781.7K (-$72.9K)
Filed 2026-10-28
J.Safra Asset Management Corp
UNCHANGED
Shares9,186 from 9,186
Change0 (0%)
Value$780.4K (-$4.9K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares9,174 from 9,202
Change-28 (0%)
Value$779.4K (-$7.3K)
Filed 2026-10-15
IPG Investment Advisors LLC
INCREASED
Shares9,148 from 5,284
Change+3,864 (+73%)
Value$777.2K (+$325.5K)
Filed 2026-10-30
Hardworking Capital Advisors, LLC
INCREASED
Shares9,052 from 8,723
Change+329 (+4%)
Value$769.1K (+$23.3K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares9,048 from 9,048
Change0 (0%)
Value$768.7K (-$4.8K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares9,038 from 3,215
Change+5,823 (+181%)
Value$767.8K (+$493.0K)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares9,016 from 5,563
Change+3,453 (+62%)
Value$766.0K (+$290.4K)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares8,958 from 8,958
Change0 (0%)
Value$761.1K (-$4.7K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED
Shares8,944 from 7,471
Change+1,473 (+20%)
Value$759.9K (+$121.2K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares8,919 from 10,645
Change-1,726 (-16%)
Value$757.7K (-$152.3K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares8,919 from 10,224
Change-1,305 (-13%)
Value$757.8K (-$116.3K)
Filed 2026-10-27
Essential Planning, Llc.
DECREASED
Shares8,910 from 9,365
Change-455 (-5%)
Value$757.3K (-$43.6K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares8,906 from 9,147
Change-241 (-3%)
Value$756.6K (-$25.3K)
Filed 2026-10-20
Laurel Wealth Planning LLC
UNCHANGED
Shares8,899 from 8,899
Change0 (0%)
Value$756.1K (-$4.7K)
Filed 2026-11-02
Beacon Capital Management, LLC
DECREASED
Shares8,848 from 10,691
Change-1,843 (-17%)
Value$751.7K (-$162.3K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares8,827 from 8,767
Change+60 (+1%)
Value$749.9K (+$453)
Filed 2026-10-21
Rinkey Investments
INCREASED
Shares8,826 from 8,241
Change+585 (+7%)
Value$749.9K (+$45.3K)
Filed 2026-10-28
Klaas Financial Asset Advisors, LLC
NEW
Shares8,804
Change+8,804
Value$748.0K
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares8,740 from 3,306
Change+5,434 (+164%)
Value$742.5K (+$459.9K)
Filed 2026-10-14
Summit Investment Advisors, Inc.\KS
DECREASED
Shares8,703 from 23,933
Change-15,230 (-64%)
Value$739.4K (-$1.3M)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares8,677 from 8,102
Change+575 (+7%)
Value$737.2K (+$44.6K)
Filed 2026-11-02
Integris Wealth Management, LLC
INCREASED
Shares8,653 from 7,926
Change+727 (+9%)
Value$735.1K (+$57.5K)
Filed 2026-10-14
626 Financial, LLC
INCREASED
Shares8,601 from 7,522
Change+1,079 (+14%)
Value$730.8K (+$87.8K)
Filed 2026-11-04
180 Wealth Advisors, LLC
DECREASED
Shares8,596 from 8,747
Change-151 (-2%)
Value$730.3K (-$17.4K)
Filed 2026-11-03
First Bank & Trust
UNCHANGED
Shares8,567 from 8,567
Change0 (0%)
Value$727.9K (-$4.5K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares8,527 from 7,887
Change+640 (+8%)
Value$726.9K (+$55.1K)
Filed 2026-10-22
Atlas Brown,Inc.
INCREASED
Shares8,514 from 5,880
Change+2,634 (+45%)
Value$723.3K (+$220.7K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,509 from 6,269
Change+2,240 (+36%)
Value$722.9K (+$187.0K)
Filed 2026-10-21
Brown, Lisle Ings, Inc.
DECREASED
Shares8,505 from 8,602
Change-97 (-1%)
Value$722.5K (-$12.8K)
Filed 2026-10-16
Boyd Wealth Management, LLC
UNCHANGED
Shares8,476 from 8,476
Change0 (0%)
Value$720.1K (-$4.5K)
Filed 2026-10-20
S.A. Mason LLC
UNCHANGED
Shares8,465 from 8,465
Change0 (0%)
Value$719.2K (-$4.5K)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares8,424 from 11,813
Change-3,389 (-29%)
Value$715.7K (-$294.2K)
Filed 2026-10-13
Obsidian CIO, LLC
INCREASED
Shares8,398 from 2,336
Change+6,062 (+260%)
Value$713.5K (+$513.8K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares8,390 from 8,390
Change0 (0%)
Value$712.8K (-$4.4K)
Filed 2026-10-26
Sage Financial Group Inc
INCREASED
Shares8,343 from 7,798
Change+545 (+7%)
Value$708.8K (+$42.2K)
Filed 2026-10-27
Waycross Investment Management Co
UNCHANGED
Shares8,144 from 8,144
Change0 (0%)
Value$691.9K (-$4.3K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED
Shares8,134 from 8,134
Change0 (0%)
Value$691.1K (-$4.3K)
Filed 2026-10-05
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares8,081 from 7,174
Change+907 (+13%)
Value$686.5K (+$73.2K)
Filed 2026-10-29
Advus Financial Partners, LLC
UNCHANGED
Shares8,067 from 8,067
Change0 (0%)
Value$685.4K (-$4.3K)
Filed 2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$684 (-$687.3K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares8,049 from 8,049
Change0 (0%)
Value$683.8K (-$4.3K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares8,044 from 8,044
Change0 (0%)
Value$683.4K (-$4.3K)
Filed 2026-10-30
Columbus Macro, LLC
INCREASED
Shares8,007 from 7,819
Change+188 (+2%)
Value$680.3K (+$11.8K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,965 from 10,248
Change-2,283 (-22%)
Value$676.7K (-$193.7K)
Filed 2026-10-13
Noesis Capital Mangement Corp
DECREASED
Shares7,954 from 9,106
Change-1,152 (-13%)
Value$675.8K (-$102.7K)
Filed 2026-10-26
Chapman Financial Group, LLC
UNCHANGED
Shares7,933 from 7,933
Change0 (0%)
Value$674.0K (-$4.2K)
Filed 2026-10-26
Wealth Effects LLC
UNCHANGED
Shares7,855 from 7,855
Change0 (0%)
Value$667.4K (-$4.2K)
Filed 2026-10-23
Oxler Private Wealth LLC
INCREASED
Shares7,847 from 7,840
Change+7 (+0%)
Value$666.7K (-$3.6K)
Filed 2026-10-21
Riversedge Advisors, LLC
DECREASED
Shares7,797 from 9,820
Change-2,023 (-21%)
Value$662.4K (-$177.1K)
Filed 2026-10-09
JDH Wealth Management, LLC
UNCHANGED
Shares7,755 from 7,755
Change0 (0%)
Value$658.9K (-$4.1K)
Filed 2026-10-20
Outbound Financial Inc
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$658.4K (-$4.1K)
Filed 2026-10-13
CPC Advisors, LLC
NEW
Shares7,740
Change+7,740
Value$657.6K
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares7,738 from 7,703
Change+35 (+0%)
Value$657.4K (-$1.1K)
Filed 2026-10-26
McGrath & Associates, Inc.
INCREASED
Shares7,722 from 6,796
Change+926 (+14%)
Value$656.1K (+$75.1K)
Filed 2026-10-27
Kelleher Financial Advisors
NEW
Shares7,720
Change+7,720
Value$655.9K
Filed 2026-10-30
Greenleaf Trust
INCREASED
Shares7,673 from 2,341
Change+5,332 (+228%)
Value$651.9K (+$451.8K)
Filed 2026-10-29
United Advisor Group, LLC
INCREASED
Shares7,613 from 7,130
Change+483 (+7%)
Value$646.8K (+$37.3K)
Filed 2026-11-03
Sage Investment Counsel LLC
INCREASED
Shares7,603 from 7,566
Change+37 (+0%)
Value$645.9K (-$899)
Filed 2026-10-26
Elmwood Wealth Management, Inc.
DECREASED
Shares7,572 from 8,571
Change-999 (-12%)
Value$643.3K (-$89.4K)
Filed 2026-10-14
Verum Partners LLC
INCREASED
Shares7,560 from 7,558
Change+2 (+0%)
Value$642.3K (-$3.9K)
Filed 2026-10-21
Websterrogers Financial Advisors, LLC
INCREASED
Shares7,480 from 7,366
Change+114 (+2%)
Value$635.5K (+$5.8K)
Filed 2026-11-02
Whitcomb & Hess, Inc.
UNCHANGED
Shares7,473 from 7,473
Change0 (0%)
Value$634.9K (-$4.0K)
Filed 2026-10-07
Lane Brothers & Co Inc
DECREASED
Shares7,412 from 8,568
Change-1,156 (-13%)
Value$629.7K (-$102.8K)
Filed 2026-11-02
Archer Investment Management, LLC
DECREASED
Shares7,399 from 7,512
Change-113 (-1%)
Value$628.6K (-$13.6K)
Filed 2026-10-13
Summit Asset Management, LLC
UNCHANGED
Shares7,385 from 7,385
Change0 (0%)
Value$627.4K (-$3.9K)
Filed 2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED
Shares7,375 from 7,806
Change-431 (-6%)
Value$626.5K (-$40.8K)
Filed 2026-10-14
Archer Investment Corp
INCREASED
Shares7,342 from 7,067
Change+275 (+4%)
Value$623.8K (+$19.6K)
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares7,335 from 7,533
Change-198 (-3%)
Value$623.1K (-$20.8K)
Filed 2026-10-09
Marks Group Wealth Management, Inc
NEW
Shares7,321
Change+7,321
Value$622.0K
Filed 2026-11-05
Simon Quick Advisors, LLC
NEW
Shares7,296
Change+7,296
Value$619.9K
Filed 2026-10-26
Lynx Investment Advisory
UNCHANGED
Shares7,277 from 7,277
Change0 (0%)
Value$618.3K (-$3.9K)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares7,260 from 7,257
Change+3 (+0%)
Value$616.8K (-$3.6K)
Filed 2026-10-07
Mayfair Advisory Group, LLC
INCREASED
Shares7,247 from 7,240
Change+7 (+0%)
Value$615.7K (+$11.8K)
Filed 2026-10-20
Anchor Capital Advisors LLC
DECREASED
Shares7,245 from 7,361
Change-116 (-2%)
Value$615.5K (-$13.8K)
Filed 2026-11-05
WP Advisors, LLC
INCREASED
Shares7,233 from 7,220
Change+13 (+0%)
Value$614.5K (-$2.7K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares7,152 from 7,121
Change+31 (+0%)
Value$607.7K (-$1.1K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,129 from 7,116
Change+13 (+0%)
Value$605.7K (-$2.7K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares7,116 from 7,218
Change-102 (-1%)
Value$605 (-$616.4K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares7,055 from 6,778
Change+277 (+4%)
Value$595.8K (+$22.9K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares7,018 from 5,747
Change+1,271 (+22%)
Value$596.2K (+$104.9K)
Filed 2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares6,998 from 6,998
Change0 (0%)
Value$594.6K (-$3.7K)
Filed 2026-11-03
Elm3 Financial Group, LLC
UNCHANGED
Shares6,994 from 6,994
Change0 (0%)
Value$594.2K (-$3.7K)
Filed 2026-10-07
Aviance Capital Partners, LLC
UNCHANGED
Shares6,942 from 6,942
Change0 (0%)
Value$589.8K (-$3.7K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares6,934 from 6,931
Change+3 (+0%)
Value$589.2K (-$3.4K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares6,928 from 7,078
Change-150 (-2%)
Value$588.6K (-$16.5K)
Filed 2026-10-20
Charles Schwab Trust Co
INCREASED
Shares6,861 from 6,858
Change+3 (+0%)
Value$582.9K (-$3.4K)
Filed 2026-10-15
Northwest Financial Advisors
INCREASED
Shares6,853 from 6,792
Change+61 (+1%)
Value$582.2K (+$1.6K)
Filed 2026-10-27
PW Nova Financial Services LLC
DECREASED
Shares6,816 from 8,287
Change-1,471 (-18%)
Value$579.1K (-$129.4K)
Filed 2026-10-15
First Citizens Financial Corp
UNCHANGED
Shares6,802 from 6,802
Change0 (0%)
Value$577.9K (-$3.6K)
Filed 2026-10-02
Stockman Wealth Management, Inc.
INCREASED
Shares6,798 from 6,501
Change+297 (+5%)
Value$577.6K (+$21.8K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares6,722 from 6,579
Change+143 (+2%)
Value$571.1K (+$8.7K)
Filed 2026-11-04
Virtue Asset Management LLC
DECREASED
Shares6,701 from 7,002
Change-301 (-4%)
Value$569.3K (-$29.3K)
Filed 2026-10-21
SBK Financial, Inc.
UNCHANGED
Shares6,674 from 6,674
Change0 (0%)
Value$567.0K (-$3.5K)
Filed 2026-11-02
Peterson Wealth Advisors, LLC
INCREASED
Shares6,661 from 6,639
Change+22 (+0%)
Value$565.9K (-$1.6K)
Filed 2026-10-08
Rossby Financial, LCC
DECREASED
Shares6,616 from 12,270
Change-5,654 (-46%)
Value$562.1K (-$486.9K)
Filed 2026-11-05
NWF Advisory Services Inc.
DECREASED
Shares6,597 from 6,598
Change-1 (0%)
Value$560.5K (-$3.6K)
Filed 2026-10-19
Sound Income Strategies, LLC
INCREASED
Shares6,568 from 5,450
Change+1,118 (+21%)
Value$552.4K (+$86.5K)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares6,556 from 6,547
Change+9 (+0%)
Value$557.0K (-$2.7K)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares6,531 from 6,816
Change-285 (-4%)
Value$554.9K (-$27.8K)
Filed 2026-11-05
Citrine Capital LLC
INCREASED
Shares6,530 from 5,268
Change+1,262 (+24%)
Value$554.8K (+$104.4K)
Filed 2026-10-14
Busey Bank
UNCHANGED
Shares6,524 from 6,524
Change0 (0%)
Value$554.3K (-$3.5K)
Filed 2026-10-26
Meredith Wealth Planning
DECREASED
Shares6,521 from 11,908
Change-5,387 (-45%)
Value$554.1K (-$464.0K)
Filed 2026-10-14
Equita Financial Network, Inc.
DECREASED
Shares6,513 from 7,828
Change-1,315 (-17%)
Value$553.3K (-$115.9K)
Filed 2026-10-19
LBJ Family Wealth Advisors, Ltd.
UNCHANGED
Shares6,502 from 6,502
Change0 (0%)
Value$552 ($0)
Filed 2026-10-01
Eagle Bay Advisors LLC
INCREASED
Shares6,498 from 6,277
Change+221 (+4%)
Value$552.1K (+$15.5K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
INCREASED
Shares6,486 from 3,804
Change+2,682 (+71%)
Value$551.0K (+$225.8K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED
Shares6,481 from 6,639
Change-158 (-2%)
Value$550.6K (-$17.0K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares6,480 from 7,279
Change-799 (-11%)
Value$550.5K (-$71.8K)
Filed 2026-10-28
Prairiewood Capital, LLC
INCREASED
Shares6,467 from 4,966
Change+1,501 (+30%)
Value$549.4K (+$124.9K)
Filed 2026-10-16
Praetorian Wealth Management, Inc.
UNCHANGED
Shares6,462 from 6,462
Change0 (0%)
Value$549.0K (-$3.4K)
Filed 2026-10-16
SimpliFi, Inc.
DECREASED
Shares6,459 from 6,579
Change-120 (-2%)
Value$548.7K (-$13.7K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares6,410 from 9,677
Change-3,267 (-34%)
Value$541.2K (-$286.1K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares6,402 from 6,510
Change-108 (-2%)
Value$544.0K (-$12.6K)
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares6,372 from 13,756
Change-7,384 (-54%)
Value$538.0K (-$647.4K)
Filed 2026-10-13
Matrix Trust Co
INCREASED
Shares6,355 from 6,121
Change+234 (+4%)
Value$540 (+$17)
Filed 2026-10-07
Latitude Advisors, LLC
INCREASED
Shares6,354 from 3,826
Change+2,528 (+66%)
Value$539.8K (+$212.7K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,337 from 6,335
Change+2 (+0%)
Value$538.4K (-$3.3K)
Filed 2026-10-05
YHB Investment Advisors, Inc.
INCREASED
Shares6,330 from 5,713
Change+617 (+11%)
Value$537.8K (+$49.4K)
Filed 2026-10-08
Integrated Wealth Management
INCREASED
Shares6,253 from 6,249
Change+4 (+0%)
Value$531.3K (-$3.0K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares6,248 from 5,295
Change+953 (+18%)
Value$530.8K (+$78.2K)
Filed 2026-10-20
Breakwater Capital Group
INCREASED
Shares6,239 from 6,019
Change+220 (+4%)
Value$530.1K (+$15.5K)
Filed 2026-10-09
Salus Financial Advisors, LLC
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$528.6K (-$3.3K)
Filed 2026-10-20
Sun Group Wealth Partners
INCREASED
Shares6,221 from 4,580
Change+1,641 (+36%)
Value$528.5K (+$137.0K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
NEW
Shares6,200
Change+6,200
Value$526.7K
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED
Shares6,200 from 5,844
Change+356 (+6%)
Value$526.8K (+$27.2K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares6,129 from 5,736
Change+393 (+7%)
Value$520.7K (+$30.3K)
Filed 2026-10-23
Morton Capital Management LLC
DECREASED
Shares6,100 from 6,297
Change-197 (-3%)
Value$518.2K (-$20.1K)
Filed 2026-10-23
Your Advocates Ltd., LLP
INCREASED
Shares6,099 from 6,088
Change+11 (+0%)
Value$518.2K (-$2.3K)
Filed 2026-11-03
Unison Advisors LLC
INCREASED
Shares6,090 from 5,948
Change+142 (+2%)
Value$517.4K (+$8.9K)
Filed 2026-10-29
Sentry LLC
INCREASED
Shares6,045 from 3,309
Change+2,736 (+83%)
Value$513.6K (+$230.7K)
Filed 2026-10-30
Ethos Capital Management, Inc.
NEW
Shares6,034
Change+6,034
Value$512.6K
Filed 2026-11-03
KOM Wealth Management Group, LLC
INCREASED
Shares6,020 from 5,832
Change+188 (+3%)
Value$511.5K (+$13.0K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares5,984 from 5,948
Change+36 (+1%)
Value$508.4K (-$94)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares5,964 from 5,694
Change+270 (+5%)
Value$506.8K (+$19.9K)
Filed 2026-10-07
Anson Capital, Inc.
INCREASED
Shares5,948 from 5,937
Change+11 (+0%)
Value$505.3K (-$2.2K)
Filed 2026-10-23
Richardson Financial Services Inc.
UNCHANGED
Shares5,925 from 5,925
Change0 (0%)
Value$503.4K (-$3.1K)
Filed 2026-10-30
Atlatl Advisers LLC
UNCHANGED
Shares5,923 from 5,923
Change0 (0%)
Value$503.2K (-$3.1K)
Filed 2026-10-22
NorthAvenue LLC
INCREASED
Shares5,895 from 4,348
Change+1,547 (+36%)
Value$500.8K (+$129.1K)
Filed 2026-10-29
Solidarity Wealth, LLC
UNCHANGED
Shares5,891 from 5,891
Change0 (0%)
Value$500.5K (-$3.1K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,883 from 3,288
Change+2,595 (+79%)
Value$499.8K (+$218.8K)
Filed 2026-10-09
Global Assets Advisory, LLC
DECREASED
Shares5,835 from 6,110
Change-275 (-4%)
Value$501.0K (-$16.4K)
Filed 2026-10-28
Burney Co/
INCREASED
Shares5,809 from 5,730
Change+79 (+1%)
Value$493.5K (+$3.7K)
Filed 2026-10-15
Verity Asset Management, Inc.
DECREASED
Shares5,799 from 17,150
Change-11,351 (-66%)
Value$492.7K (-$973.5K)
Filed 2026-10-30
Strategic Blueprint, LLC
DECREASED
Shares5,778 from 6,261
Change-483 (-8%)
Value$490.9K (-$44.4K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares5,774 from 5,770
Change+4 (+0%)
Value$490.5K (-$2.7K)
Filed 2026-11-02
Grove Street Fiduciary, LLC
NEW
Shares5,750
Change+5,750
Value$488.5K
Filed 2026-10-13
Beaumont Financial Advisors, LLC
UNCHANGED
Shares5,716 from 5,716
Change0 (0%)
Value$485.6K (-$3.0K)
Filed 2026-10-22
Appleton Partners Inc
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$482 (-$484.5K)
Filed 2026-10-30
Members Wealth LLC
NEW
Shares5,631
Change+5,631
Value$477.4K
Filed 2026-10-20
Polaris Financial Partners
NEW
Shares5,579
Change+5,579
Value$476
Filed 2026-10-02
Cohen Investment Advisors LLC
INCREASED
Shares5,578 from 5,343
Change+235 (+4%)
Value$473.9K (+$17.1K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares5,553 from 5,515
Change+38 (+1%)
Value$471.8K (+$306)
Filed 2026-10-28
Matauro, LLC
NEW
Shares5,532
Change+5,532
Value$470.0K
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares5,528 from 153
Change+5,375 (+3513%)
Value$469.7K (+$456.6K)
Filed 2026-10-01
Golden State Wealth Management, LLC
INCREASED
Shares5,518 from 4,759
Change+759 (+16%)
Value$468.9K (+$62.0K)
Filed 2026-11-02
Harbor Group, Inc.
INCREASED
Shares5,514 from 5,502
Change+12 (+0%)
Value$468.5K (-$1.9K)
Filed 2026-10-14
Krane Financial Solutions LLC
INCREASED
Shares5,503 from 5,502
Change+1 (+0%)
Value$467.5K (-$2.8K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares5,498 from 3,903
Change+1,595 (+41%)
Value$467.1K (+$133.5K)
Filed 2026-10-21
Claro Advisors Inc.
DECREASED
Shares5,492 from 5,501
Change-9 (0%)
Value$466.6K (-$3.7K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares5,451 from 1,797
Change+3,654 (+203%)
Value$463.1K (+$309.5K)
Filed 2026-10-29
Main Line Retirement Advisors, LLC
INCREASED
Shares5,433 from 5,424
Change+9 (+0%)
Value$461.6K (-$2.1K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares5,346 from 1,828
Change+3,518 (+192%)
Value$454.2K (+$297.9K)
Filed 2026-10-26
waypoint wealth counsel
INCREASED
Shares5,333 from 2,709
Change+2,624 (+97%)
Value$453.1K (+$221.5K)
Filed 2026-10-22
Worth Asset Management, LLC
INCREASED
Shares5,318 from 4,965
Change+353 (+7%)
Value$451.8K (+$27.4K)
Filed 2026-10-07
Csenge Advisory Group
INCREASED
Shares5,219 from 4,245
Change+974 (+23%)
Value$443.4K (+$80.5K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
NEW
Shares5,209
Change+5,209
Value$441.9K
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares5,177 from 5,177
Change0 (0%)
Value$439.8K (-$2.7K)
Filed 2026-10-13
HT Partners LLC
INCREASED
Shares5,164 from 5,162
Change+2 (+0%)
Value$438.7K (-$2.6K)
Filed 2026-10-20
FF Advisors,LLC
DECREASED
Shares5,134 from 7,775
Change-2,641 (-34%)
Value$436.2K (-$228.5K)
Filed 2026-10-21
Foster Group, Inc.
INCREASED
Shares5,132 from 5,072
Change+60 (+1%)
Value$436.0K (+$2.4K)
Filed 2026-10-13
Robinswood Financial LLC
DECREASED
Shares5,109 from 5,470
Change-361 (-7%)
Value$425.5K (-$42.2K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
NEW
Shares5,082
Change+5,082
Value$440.2K
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares5,064 from 1,500
Change+3,564 (+238%)
Value$430.3K (+$302.1K)
Filed 2026-10-28
Gemmer Asset Management LLC
INCREASED
Shares5,044 from 4,975
Change+69 (+1%)
Value$428.5K (+$3.3K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED
Shares5,039 from 5,039
Change0 (0%)
Value$428.1K (-$2.7K)
Filed 2026-11-02
Goldenstone Wealth Management LLC
INCREASED
Shares5,033 from 4,106
Change+927 (+23%)
Value$427.6K (+$76.6K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$424.8K (-$2.7K)
Filed 2026-10-16
TBH Global Asset Management, LLC
INCREASED
Shares4,992 from 4,231
Change+761 (+18%)
Value$424.1K (+$62.4K)
Filed 2026-11-03
Level Wealth Management LLC
INCREASED
Shares4,965 from 4,962
Change+3 (+0%)
Value$421.8K (-$2.5K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares4,961 from 4,757
Change+204 (+4%)
Value$421.5K (+$14.8K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
NEW
Shares4,915
Change+4,915
Value$417.6K
Filed 2026-10-15
Monument Group Wealth Advisors, LLC
DECREASED
Shares4,865 from 9,546
Change-4,681 (-49%)
Value$413.4K (-$69.4K)
Filed 2026-10-21
Garde Capital, Inc.
INCREASED
Shares4,842 from 4,642
Change+200 (+4%)
Value$411.3K (+$14.5K)
Filed 2026-10-29
Crumly & Associates Inc.
UNCHANGED
Shares4,838 from 4,838
Change0 (0%)
Value$411.0K (-$2.6K)
Filed 2026-10-07
Beacon Financial Planning, Inc
INCREASED
Shares4,830 from 4,827
Change+3 (+0%)
Value$410.4K (-$2.3K)
Filed 2026-11-04
Lakewood Asset Management LLC
INCREASED
Shares4,804 from 4,795
Change+9 (+0%)
Value$408.1K (-$1.8K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares4,781 from 4,932
Change-151 (-3%)
Value$406.2K (-$15.4K)
Filed 2026-10-22
Davidson Investment Advisors
UNCHANGED
Shares4,777 from 4,777
Change0 (0%)
Value$405.8K (-$2.5K)
Filed 2026-10-20
First Premier Bank
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$406 (-$3)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares4,740 from 4,047
Change+693 (+17%)
Value$402.7K (+$56.7K)
Filed 2026-10-19
Hoge Financial Services, LLC
INCREASED
Shares4,712 from 4,704
Change+8 (+0%)
Value$400.3K (-$1.8K)
Filed 2026-11-05
Courage Miller Partners, LLC
DECREASED
Shares4,702 from 5,588
Change-886 (-16%)
Value$399.5K (-$78.2K)
Filed 2026-10-21
Droms Strauss Advisors Inc
DECREASED
Shares4,677 from 5,416
Change-739 (-14%)
Value$397.4K (-$65.7K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED
Shares4,669 from 4,546
Change+123 (+3%)
Value$396.7K (+$8.0K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares4,663 from 4,663
Change0 (0%)
Value$396.2K (-$2.5K)
Filed 2026-10-09
Guyasuta Investment Advisors Inc
INCREASED
Shares4,648 from 4,647
Change+1 (+0%)
Value$394.9K (-$2.4K)
Filed 2026-10-15
Fairman Group, LLC
INCREASED
Shares4,610 from 3,091
Change+1,519 (+49%)
Value$391.6K (+$127.4K)
Filed 2026-10-26
Rockwood Wealth Management, LLC
DECREASED
Shares4,592 from 4,743
Change-151 (-3%)
Value$390.1K (-$15.4K)
Filed 2026-10-27
Virtue Capital Management, LLC
DECREASED
Shares4,544 from 6,231
Change-1,687 (-27%)
Value$386.0K (-$146.7K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares4,525 from 3,806
Change+719 (+19%)
Value$384.5K (+$59.1K)
Filed 2026-10-19
Guilbault Capital LLC
NEW
Shares4,499
Change+4,499
Value$382.2K
Filed 2026-10-28
Rodgers & Associates, LTD
UNCHANGED
Shares4,497 from 4,497
Change0 (0%)
Value$382.1K (-$2.4K)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED
Shares4,495 from 4,126
Change+369 (+9%)
Value$381.9K (+$29.2K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
NEW
Shares4,488
Change+4,488
Value$381.3K
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares4,488 from 6,057
Change-1,569 (-26%)
Value$381.3K (-$136.5K)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
INCREASED
Shares4,485 from 4,478
Change+7 (+0%)
Value$381.0K (-$1.8K)
Filed 2026-11-03
Kwmg, LLC
DECREASED
Shares4,480 from 4,505
Change-25 (-1%)
Value$380.6K (-$4.6K)
Filed 2026-10-07
Romano Brothers and Company
UNCHANGED
Shares4,479 from 4,479
Change0 (0%)
Value$380.5K (-$2.4K)
Filed 2026-10-22
Landaas & Co
UNCHANGED
Shares4,442 from 4,442
Change0 (0%)
Value$377.4K (-$2.4K)
Filed 2026-10-29
May Hill Capital, LLC
INCREASED
Shares4,437 from 4,435
Change+2 (+0%)
Value$377.0K (-$2.2K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares4,410 from 18,788
Change-14,378 (-77%)
Value$374.7K (-$1.2M)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
INCREASED
Shares4,374 from 4,078
Change+296 (+7%)
Value$371.6K (+$23.0K)
Filed 2026-11-04
Midwest Capital Advisors, LLC
INCREASED
Shares4,340 from 4,194
Change+146 (+3%)
Value$368.7K (+$10.2K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares4,337 from 4,733
Change-396 (-8%)
Value$361.5K (-$36.7K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
UNCHANGED
Shares4,333 from 4,333
Change0 (0%)
Value$368.1K (+$41.3K)
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares4,327 from 3,292
Change+1,035 (+31%)
Value$367.6K (+$86.2K)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
NEW
Shares4,313
Change+4,313
Value$366.4K
Filed 2026-11-04
Heritage Wealth Management, Inc.
INCREASED
Shares4,301 from 3,331
Change+970 (+29%)
Value$365.4K (+$80.6K)
Filed 2026-10-28
Stirlingshire Investments, Inc.
DECREASED
Shares4,285 from 4,308
Change-23 (-1%)
Value$364.1K (-$4.3K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$362.8K (+$2.1K)
Filed 2026-10-29
Miller Financial Services LLC
INCREASED
Shares4,250 from 4,065
Change+185 (+5%)
Value$361.1K (+$13.6K)
Filed 2026-10-20
KFG Wealth Management, LLC
NEW
Shares4,216
Change+4,216
Value$358.2K
Filed 2026-10-16
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares4,179 from 4,184
Change-5 (0%)
Value$355.0K (-$2.7K)
Filed 2026-10-16
Define Financial, LLC
NEW
Shares4,176
Change+4,176
Value$354.8K
Filed 2026-10-14
TrustWell Financial Advisors, LLC
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$354.1K (-$2.2K)
Filed 2026-10-15
Johnson & White Wealth Management, LLC
DECREASED
Shares4,166 from 4,217
Change-51 (-1%)
Value$353.9K (-$6.6K)
Filed 2026-11-03
Vista Finance, LLC
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$353.4K (-$2.2K)
Filed 2026-10-23
Hurlow Wealth Management Group, Inc.
DECREASED
Shares4,150 from 4,589
Change-439 (-10%)
Value$352.6K (-$39.7K)
Filed 2026-10-29
Nova R Wealth, Inc.
INCREASED
Shares4,138 from 4,137
Change+1 (+0%)
Value$351.6K (-$2.1K)
Filed 2026-10-26
Urban Wealth Management, LLC
INCREASED
Shares4,131 from 4,123
Change+8 (+0%)
Value$351.0K (-$1.5K)
Filed 2026-10-21
ASL Financial, LLC
UNCHANGED
Shares4,119 from 4,119
Change0 (0%)
Value$350.0K (-$2.2K)
Filed 2026-10-15
Lazari Capital Management, Inc.
INCREASED
Shares4,102 from 4,094
Change+8 (+0%)
Value$348.5K (-$1.5K)
Filed 2026-10-20
Farrell Financial LLC
INCREASED
Shares4,097 from 4,031
Change+66 (+2%)
Value$348.1K (+$3.5K)
Filed 2026-10-16
Welch & Forbes LLC
UNCHANGED
Shares4,089 from 4,089
Change0 (0%)
Value$347.4K (-$2.2K)
Filed 2026-11-04
Alkeme Wealth, LLC
DECREASED
Shares4,077 from 4,216
Change-139 (-3%)
Value$346.4K (-$14.0K)
Filed 2026-10-08
BetterWealth, LLC
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$345.3K (-$2.2K)
Filed 2026-10-15
Spinnaker Investment Group, LLC
INCREASED
Shares4,049 from 3,585
Change+464 (+13%)
Value$344.0K (+$37.5K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares4,039 from 3,983
Change+56 (+1%)
Value$343.2K (+$2.6K)
Filed 2026-11-02
KFG LLC
NEW
Shares4,026
Change+4,026
Value$342.0K
Filed 2026-11-02
Equity Wealth Partners, LLC
INCREASED
Shares4,020 from 3,328
Change+692 (+21%)
Value$341.5K (+$57.0K)
Filed 2026-10-26
Thrive Wealth Management, LLC
NEW
Shares4,017
Change+4,017
Value$341.3K
Filed 2026-10-13
MCF Advisors LLC
UNCHANGED
Shares3,994 from 3,994
Change0 (0%)
Value$339.3K (-$2.1K)
Filed 2026-10-28
Sweeney & Michel, LLC
INCREASED
Shares3,963 from 3,615
Change+348 (+10%)
Value$336.7K (+$21.4K)
Filed 2026-10-16
Grandfield & Dodd, LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$335.8K (-$2.1K)
Filed 2026-10-29
Independent Wealth Advisors LLC
INCREASED
Shares3,940 from 3,933
Change+7 (+0%)
Value$334.7K (-$1.5K)
Filed 2026-10-27
Brickley Wealth Management
INCREASED
Shares3,924 from 3,706
Change+218 (+6%)
Value$333.4K (+$16.6K)
Filed 2026-11-04
Whitegate Investment Counselors, Inc.
INCREASED
Shares3,893 from 3,667
Change+226 (+6%)
Value$330.7K (+$17.2K)
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares3,892 from 3,891
Change+1 (+0%)
Value$330.6K (-$2.0K)
Filed 2026-10-14
JBR Co Financial Management Inc
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$328.8K (-$3.7K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares3,882 from 3,875
Change+7 (+0%)
Value$329.8K (-$1.5K)
Filed 2026-10-21
Elevatus Welath Management
NEW
Shares3,864
Change+3,864
Value$328.3K
Filed 2026-10-19
National Wealth Management Group, LLC
INCREASED
Shares3,864 from 3,474
Change+390 (+11%)
Value$328.3K (+$31.3K)
Filed 2026-10-26
Black Diamond Financial, LLC
UNCHANGED
Shares3,846 from 3,846
Change0 (0%)
Value$326.8K (-$2.0K)
Filed 2026-10-26
Baker Boyer National Bank
INCREASED
Shares3,842 from 3,712
Change+130 (+4%)
Value$326.4K (+$9.1K)
Filed 2026-11-05
Hobart Private Capital, LLC
UNCHANGED
Shares3,834 from 3,834
Change0 (0%)
Value$325.7K (-$2.0K)
Filed 2026-10-19
Sage Capital Advisors,llc
INCREASED
Shares3,822 from 3,781
Change+41 (+1%)
Value$324.7K (+$1.5K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares3,790 from 3,840
Change-50 (-1%)
Value$322.0K (-$6.3K)
Filed 2026-10-14
EnRich Financial Partners LLC
INCREASED
Shares3,762 from 3,757
Change+5 (+0%)
Value$319.6K (-$1.6K)
Filed 2026-10-21
Schaeffer Financial LLC
NEW
Shares3,753
Change+3,753
Value$318.9K
Filed 2026-10-23
Northern Capital Management, Inc.
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$318.8K (-$2.0K)
Filed 2026-11-05
Adamsbrown Wealth Consultants LLC
NEW
Shares3,746
Change+3,746
Value$318.2K
Filed 2026-10-20
Simplex Trading, LLC
DECREASED
Shares3,741 from 15,969
Change-12,228 (-77%)
Value$317.8K (-$1.0M)
Filed 2026-11-04
TPG Advisors LLC
INCREASED
Shares3,740 from 3,671
Change+69 (+2%)
Value$317.7K (+$3.9K)
Filed 2026-10-16
Ballast Financial Advisors LLC
INCREASED
Shares3,731 from 3,170
Change+561 (+18%)
Value$316.9K (+$45.9K)
Filed 2026-10-26
Aletheian Wealth Advisors LLC
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$316.9K (-$2.0K)
Filed 2026-10-08
Penobscot Wealth Management
INCREASED
Shares3,727 from 3,646
Change+81 (+2%)
Value$316.7K (+$4.9K)
Filed 2026-10-21
Helium Advisors LLC
INCREASED
Shares3,708 from 3,209
Change+499 (+16%)
Value$315.0K (+$40.6K)
Filed 2026-10-23
Parkshore Wealth Management, Inc.
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$313.6K (-$2.0K)
Filed 2026-10-13
Bahl & Gaynor LLC
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$311.9K (-$1.9K)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$310.5K (-$1.9K)
Filed 2026-10-21
Triad Wealth Partners, LLC
NEW
Shares3,646
Change+3,646
Value$309.7K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares3,626
Change+3,626
Value$308.1K
Filed 2026-11-04
Kennedy Investment Group, Inc.
INCREASED
Shares3,624 from 3,623
Change+1 (+0%)
Value$307.9K (-$1.9K)
Filed 2026-10-21
Pachira Investments Inc.
NEW
Shares3,601
Change+3,601
Value$305.9K
Filed 2026-10-14
Ring Mountain Capital, LLC
DECREASED
Shares3,584 from 3,736
Change-152 (-4%)
Value$304.5K (-$14.9K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$304.1K (-$1.9K)
Filed 2026-10-26
Flagship Private Wealth, LLC
DECREASED
Shares3,567 from 3,796
Change-229 (-6%)
Value$303.0K (-$21.5K)
Filed 2026-11-05
Inlet Private Wealth, LLC
DECREASED
Shares3,558 from 3,608
Change-50 (-1%)
Value$302.3K (-$6.2K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
INCREASED
Shares3,556 from 3,552
Change+4 (+0%)
Value$302.1K (-$1.5K)
Filed 2026-10-16
Strategic Advisors LLC
NEW
Shares3,554
Change+3,554
Value$301.9K
Filed 2026-10-13
Pinion Investment Advisors, LLC
DECREASED
Shares3,536 from 4,000
Change-464 (-12%)
Value$300.4K (-$41.5K)
Filed 2026-11-04
Capital Squared Financial LLC
INCREASED
Shares3,528 from 3,522
Change+6 (+0%)
Value$299.7K (-$1.3K)
Filed 2026-10-30
Fermata Advisors, LLC
DECREASED
Shares3,526 from 4,047
Change-521 (-13%)
Value$299.6K (-$46.4K)
Filed 2026-10-13
Mattern Wealth Management LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$297.2K (-$1.9K)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
UNCHANGED
Shares3,479 from 3,479
Change0 (0%)
Value$295.6K (-$1.8K)
Filed 2026-10-26
Portland Financial Advisors Inc
NEW
Shares3,467
Change+3,467
Value$294.6K
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares3,453 from 3,444
Change+9 (+0%)
Value$293.3K (-$1.1K)
Filed 2026-10-02
Parkway Wealth Management Group, LLC
INCREASED
Shares3,452 from 3,447
Change+5 (+0%)
Value$293.3K (-$1.4K)
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares3,426
Change+3,426
Value$291.1K
Filed 2026-10-09
First Pacific Financial
INCREASED
Shares3,423 from 3,417
Change+6 (+0%)
Value$290.9K (-$1.3K)
Filed 2026-10-14
Oak Harvest Investment Services
INCREASED
Shares3,416 from 2,706
Change+710 (+26%)
Value$290.2K (+$58.9K)
Filed 2026-10-20
Bear Mountain Capital, Inc.
NEW
Shares3,408
Change+3,408
Value$284.3K
Filed 2026-11-04
Symmetry Partners, LLC
UNCHANGED
Shares3,406 from 3,406
Change0 (0%)
Value$289.4K (-$1.8K)
Filed 2026-10-27
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,404 from 3,354
Change+50 (+1%)
Value$289.2K (+$2.5K)
Filed 2026-10-29
Townsend Asset Management Corp
INCREASED
Shares3,403 from 3,380
Change+23 (+1%)
Value$289.1K (+$132)
Filed 2026-10-29
Capstone Wealth Management, LLC
UNCHANGED
Shares3,397 from 3,397
Change0 (0%)
Value$288.6K (-$1.8K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$288.1K (-$1.7K)
Filed 2026-11-02
Security Financial Services, Inc.
DECREASED
Shares3,381 from 3,461
Change-80 (-2%)
Value$287.3K (-$8.6K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$287.1K (-$1.8K)
Filed 2026-10-05
Poehling Capital Management, Inc.
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$286.3K (-$1.8K)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares3,347 from 3,347
Change0 (0%)
Value$284.4K (-$1.8K)
Filed 2026-11-03
MBA Advisors LLC
NEW
Shares3,342
Change+3,342
Value$283.9K
Filed 2026-10-29
LongView Wealth Management
UNCHANGED
Shares3,340 from 3,340
Change0 (0%)
Value$283.8K (-$1.8K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED
Shares3,325 from 5,527
Change-2,202 (-40%)
Value$282.5K (-$190.0K)
Filed 2026-11-04
Well Done, LLC
UNCHANGED
Shares3,322 from 3,322
Change0 (0%)
Value$282.2K (-$1.8K)
Filed 2026-10-20
LJI Wealth Management, LLC
INCREASED
Shares3,321 from 3,022
Change+299 (+10%)
Value$282.2K (+$23.8K)
Filed 2026-10-28
Kearns & Associates LLC
NEW
Shares3,308
Change+3,308
Value$281.1K
Filed 2026-10-09
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$280.4K (-$1.7K)
Filed 2026-10-14
Barry Investment Advisors, LLC
DECREASED
Shares3,295 from 3,357
Change-62 (-2%)
Value$280.0K (-$7.0K)
Filed 2026-10-14
Thrive Capital Management, LLC
INCREASED
Shares3,292 from 2,802
Change+490 (+17%)
Value$279.7K (+$40.2K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$279.5K (-$1.7K)
Filed 2026-10-16
Clearwave Capital, LLC
INCREASED
Shares3,272 from 3,243
Change+29 (+1%)
Value$278.0K (+$731)
Filed 2026-10-27
RCS Financial Planning, LLC
DECREASED
Shares3,267 from 3,354
Change-87 (-3%)
Value$277.6K (-$9.1K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED
Shares3,266 from 3,266
Change0 (0%)
Value$277.5K (-$1.7K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares3,243 from 2,808
Change+435 (+15%)
Value$275.5K (+$35.5K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$275.5K (-$1.7K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares3,233
Change+3,233
Value$274.7K
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares3,229 from 3,225
Change+4 (+0%)
Value$274.3K (-$1.4K)
Filed 2026-10-29
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares3,220 from 2,833
Change+387 (+14%)
Value$273.6K (+$31.4K)
Filed 2026-10-08
Creative Capital Management Investments LLC
INCREASED
Shares3,215 from 2,211
Change+1,004 (+45%)
Value$273.1K (+$84.1K)
Filed 2026-10-28
Capital Square, LLC
NEW
Shares3,208
Change+3,208
Value$272.6K
Filed 2026-10-19
AAF Wealth Management, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$271.9K (-$1.7K)
Filed 2026-10-28
Vestia Personal Wealth Advisors
NEW
Shares3,191
Change+3,191
Value$271.1K
Filed 2026-10-20
Stanley-Laman Group, Ltd.
INCREASED
Shares3,189 from 3,070
Change+119 (+4%)
Value$270.9K (+$8.5K)
Filed 2026-10-20
My Personal CFO, LLC
INCREASED
Shares3,180 from 3,051
Change+129 (+4%)
Value$270.2K (+$9.4K)
Filed 2026-10-14
Five Pine Wealth Management
DECREASED
Shares3,136 from 3,279
Change-143 (-4%)
Value$266.4K (-$13.9K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares3,112 from 4,470
Change-1,358 (-30%)
Value$264.4K (-$117.7K)
Filed 2026-10-30
Roth Financial Partners LLC
INCREASED
Shares3,102 from 3,067
Change+35 (+1%)
Value$263.5K (+$1.3K)
Filed 2026-10-06
Reflection Asset Management
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$262.6K (-$1.6K)
Filed 2026-10-28
Emprise Bank
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$262.5K (-$1.6K)
Filed 2026-10-07
Platform Technology Partners
INCREASED
Shares3,088 from 3,085
Change+3 (+0%)
Value$262.4K (-$1.4K)
Filed 2026-11-02
True Link Financial Advisors, LLC
DECREASED
Shares3,085 from 3,285
Change-200 (-6%)
Value$262.1K (-$18.7K)
Filed 2026-10-27
Tiller Private Wealth, Inc.
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$261.7K (-$1.6K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares3,077 from 3,116
Change-39 (-1%)
Value$261.5K (-$5.0K)
Filed 2026-10-14
Gryphon Financial Partners LLC
UNCHANGED
Shares3,071 from 3,071
Change0 (0%)
Value$260.9K (-$1.6K)
Filed 2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares3,060 from 3,055
Change+5 (+0%)
Value$259.9K (-$1.2K)
Filed 2026-10-08
Capital Investment Services of America, Inc.
NEW
Shares3,042
Change+3,042
Value$258.5K
Filed 2026-11-02
Omni 360 Wealth, Inc.
INCREASED
Shares3,035 from 3,032
Change+3 (+0%)
Value$257.9K (-$1.4K)
Filed 2026-10-13
Telos Capital Management, Inc.
NEW
Shares3,027
Change+3,027
Value$257.1K
Filed 2026-11-02
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,026 from 2,965
Change+61 (+2%)
Value$257.1K (+$3.7K)
Filed 2026-10-16
Treasure Coast Financial Planning
DECREASED
Shares3,005 from 3,037
Change-32 (-1%)
Value$255.3K (-$4.3K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
DECREASED
Shares3,002 from 22,334
Change-19,332 (-87%)
Value$255.1K (-$1.7M)
Filed 2026-10-14
Jmac Enterprises LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$254.9K (-$1.6K)
Filed 2026-10-30
Marathon Wealth Advisors LLC
INCREASED
Shares2,997 from 2,905
Change+92 (+3%)
Value$254.6K (+$6.2K)
Filed 2026-11-04
Shaker Financial Services, LLC
INCREASED
Shares2,997 from 2,992
Change+5 (+0%)
Value$254.6K (-$1.1K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares2,976 from 3,396
Change-420 (-12%)
Value$252.9K (-$37.5K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,974 from 2,974
Change0 (0%)
Value$254.3K ($0)
Filed 2026-10-13
KPP Advisory Services LLC
INCREASED
Shares2,973 from 2,969
Change+4 (+0%)
Value$252.6K (-$1.2K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares2,971 from 2,807
Change+164 (+6%)
Value$252.4K (+$12.5K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares2,968 from 1,684
Change+1,284 (+76%)
Value$252 (+$108)
Filed 2026-10-02
Bdfs Capital LLC
NEW
Shares2,967
Change+2,967
Value$252.1K
Filed 2026-10-14
Legacy Financial Group, Inc.
DECREASED
Shares2,964 from 3,033
Change-69 (-2%)
Value$251.8K (-$7.5K)
Filed 2026-10-21
Costello Asset Management, Inc
INCREASED
Shares2,962 from 2,895
Change+67 (+2%)
Value$251.6K (+$4.1K)
Filed 2026-10-30
Fairway Wealth LLC
DECREASED
Shares2,962 from 2,972
Change-10 (0%)
Value$251.6K (-$2.4K)
Filed 2026-10-30
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,960 from 2,954
Change+6 (+0%)
Value$251.5K (-$1.1K)
Filed 2026-10-27
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares2,926 from 2,926
Change0 (0%)
Value$248.6K (-$1.5K)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares2,920 from 2,918
Change+2 (+0%)
Value$248.1K (-$1.4K)
Filed 2026-10-16
Greenwood Capital Associates LLC
NEW
Shares2,905
Change+2,905
Value$246.8K
Filed 2026-10-27
Peoples Bank
NEW
Shares2,862
Change+2,862
Value$243.2K
Filed 2026-10-26
AMI Investment Management Inc
UNCHANGED
Shares2,837 from 2,837
Change0 (0%)
Value$241.0K (-$1.5K)
Filed 2026-10-27
Cassilly Financial Group LLC
UNCHANGED
Shares2,836 from 2,836
Change0 (0%)
Value$240.9K (-$1.5K)
Filed 2026-10-07
Precedent Wealth Partners, LLC
INCREASED
Shares2,835 from 2,785
Change+50 (+2%)
Value$240.9K (+$2.8K)
Filed 2026-10-21
Optima Capital LLC
UNCHANGED
Shares2,819 from 2,819
Change0 (0%)
Value$239.5K (-$1.5K)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares2,818 from 2,855
Change-37 (-1%)
Value$239.4K (-$4.6K)
Filed 2026-11-04
Kessler Investment Group, LLC
INCREASED
Shares2,809 from 2,780
Change+29 (+1%)
Value$238.7K (+$1.0K)
Filed 2026-10-08
Advanced Asset Management Advisors Inc
NEW
Shares2,804
Change+2,804
Value$238.2K
Filed 2026-10-20
Buttonwood Financial Advisors Inc.
INCREASED
Shares2,797 from 2,795
Change+2 (+0%)
Value$237.6K (-$1.4K)
Filed 2026-10-13
Stordahl Capital Management, Inc.
DECREASED
Shares2,787 from 3,044
Change-257 (-8%)
Value$236.8K (-$23.4K)
Filed 2026-10-22
Kendall Capital Management
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$236.2K (-$1.5K)
Filed 2026-10-23
Edge Wealth Management LLC
INCREASED
Shares2,768 from 2,766
Change+2 (+0%)
Value$235.4K (-$1.1K)
Filed 2026-10-13
Allen Capital Group, LLC
UNCHANGED
Shares2,757 from 2,757
Change0 (0%)
Value$234.2K (-$1.5K)
Filed 2026-10-27
Granite Islands Private Wealth, LLC
NEW
Shares2,756
Change+2,756
Value$234.1K
Filed 2026-10-16
Accurate Wealth Management, LLC
NEW
Shares2,740
Change+2,740
Value$231.6K
Filed 2026-10-20
Navigate Wealth Management, LLC
DECREASED
Shares2,736 from 3,013
Change-277 (-9%)
Value$232.1K (-$19.1K)
Filed 2026-10-14
Opulen Financial Group LLC
DECREASED
Shares2,730 from 3,049
Change-319 (-10%)
Value$232.0K (-$28.7K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares2,714 from 5,127
Change-2,413 (-47%)
Value$230.6K (-$207.7K)
Filed 2026-10-15
MMA Asset Management LLC
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$230.5K (-$1.4K)
Filed 2026-11-02
Rockline Wealth Management, LLC
INCREASED
Shares2,708 from 2,663
Change+45 (+2%)
Value$230.1K (+$2.4K)
Filed 2026-10-26
First County Bank
NEW
Shares2,678
Change+2,678
Value$227.5K
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares2,677 from 2,353
Change+324 (+14%)
Value$227.5K (+$26.3K)
Filed 2026-10-20
Pacific Asset Management, LLC
INCREASED
Shares2,672 from 2,667
Change+5 (+0%)
Value$227.0K (-$1.0K)
Filed 2026-10-15
North Berkeley Wealth Management, LLC
INCREASED
Shares2,657 from 2,368
Change+289 (+12%)
Value$225.8K (+$23.3K)
Filed 2026-11-02
Legacy Wealth Management, LLC
DECREASED
Shares2,657 from 2,780
Change-123 (-4%)
Value$225.7K (-$11.9K)
Filed 2026-10-22
MilWealth Group LLC
INCREASED
Shares2,652 from 2,456
Change+196 (+8%)
Value$225.3K (+$15.4K)
Filed 2026-11-02
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares2,644 from 2,638
Change+6 (+0%)
Value$224.6K (-$916)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
NEW
Shares2,632
Change+2,632
Value$223.6K
Filed 2026-10-13
Sawyer & Company, Inc
INCREASED
Shares2,632 from 2,628
Change+4 (+0%)
Value$223.6K (-$994)
Filed 2026-10-21
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$223.5K (-$1.4K)
Filed 2026-10-23
Southland Equity Partners LLC
INCREASED
Shares2,605 from 2,602
Change+3 (+0%)
Value$221.3K (-$1.1K)
Filed 2026-10-14
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares2,603 from 3,103
Change-500 (-16%)
Value$221.2K (-$44.1K)
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$221.0K (-$1.4K)
Filed 2026-10-22
Rockingstone Advisors LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$220.9K (-$1.4K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares2,597 from 257
Change+2,340 (+911%)
Value$220.6K (+$198.7K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
NEW
Shares2,585
Change+2,585
Value$219.7K
Filed 2026-10-21
Cannon Advisors, Inc.
INCREASED
Shares2,582 from 2,581
Change+1 (+0%)
Value$218.3K (-$252)
Filed 2026-10-14
Womack Financial LLC
INCREASED
Shares2,571 from 2,524
Change+47 (+2%)
Value$218.4K (+$2.7K)
Filed 2026-10-14
Elevate Wealth Advisory, Inc
INCREASED
Shares2,566 from 2,543
Change+23 (+1%)
Value$218.0K (+$606)
Filed 2026-10-29
Noble Family Wealth, LLC
DECREASED
Shares2,564 from 2,871
Change-307 (-11%)
Value$217.8K (-$27.6K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares2,548 from 2,698
Change-150 (-6%)
Value$216.5K (-$14.1K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
INCREASED
Shares2,546 from 2,545
Change+1 (+0%)
Value$216.3K (-$1.3K)
Filed 2026-10-20
High Probability Advisors, LLC
DECREASED
Shares2,534 from 2,541
Change-7 (0%)
Value$215.3K (-$2.0K)
Filed 2026-10-19
Secure Asset Management, LLC
NEW
Shares2,501
Change+2,501
Value$212.5K
Filed 2026-10-19
Elser Financial Planning, Inc
INCREASED
Shares2,496 from 2,488
Change+8 (+0%)
Value$212.1K (-$642)
Filed 2026-10-16
BOS Asset Management, LLC
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$211.9K (-$1.3K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares2,493 from 2,494
Change-1 (0%)
Value$211.8K (-$1.4K)
Filed 2026-10-21
Stone Summit Wealth LLC
DECREASED
Shares2,492 from 2,495
Change-3 (0%)
Value$211.7K (-$1.6K)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$212 (-$212.8K)
Filed 2026-10-16
West Paces Advisors Inc.
DECREASED
Shares2,482 from 2,546
Change-64 (-3%)
Value$210.9K (-$6.8K)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares2,458 from 2,566
Change-108 (-4%)
Value$209 (-$218.8K)
Filed 2026-10-29
Coquina Private Wealth LLC
INCREASED
Shares2,454 from 2,425
Change+29 (+1%)
Value$208.5K (+$1.1K)
Filed 2026-10-27
Aquire Wealth Advisors, LLC
NEW
Shares2,451
Change+2,451
Value$208.3K
Filed 2026-10-23
Presilium Private Wealth, LLC
NEW
Shares2,433
Change+2,433
Value$206.7K
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares2,430 from 2,356
Change+74 (+3%)
Value$206.4K (+$5.0K)
Filed 2026-10-14
Redw Wealth LLC
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$205.8K (-$1.3K)
Filed 2026-11-02
GoalVest Advisory LLC
DECREASED
Shares2,421 from 2,885
Change-464 (-16%)
Value$205.7K (-$41.0K)
Filed 2026-10-02
Summit Place Financial Advisors, LLC
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$205.7K (-$1.3K)
Filed 2026-10-23
Maple Capital Management, Inc.
NEW
Shares2,401
Change+2,401
Value$204.0K
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$203.9K (-$1.3K)
Filed 2026-10-19
Stevens Capital Partners
NEW
Shares2,399
Change+2,399
Value$203.8K
Filed 2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares2,389 from 3,256
Change-867 (-27%)
Value$203.0K (-$75.4K)
Filed 2026-10-22
Donor Advised Charitable Giving, Inc.
NEW
Shares2,381
Change+2,381
Value$202.3K
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares2,374
Change+2,374
Value$201.7K
Filed 2026-10-21
Compass Ion Advisors, LLC
INCREASED
Shares2,367 from 2,364
Change+3 (+0%)
Value$201.1K (-$985)
Filed 2026-10-23
First Citizens Bank & Trust Co
DECREASED
Shares2,364 from 2,521
Change-157 (-6%)
Value$200.8K (-$14.7K)
Filed 2026-10-14
Moody National Bank Trust Division
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$200.8K (-$1.3K)
Filed 2026-10-06
Crusonia Wealth Advisors LLC
DECREASED
Shares2,363 from 2,560
Change-197 (-8%)
Value$200.7K (-$18.1K)
Filed 2026-10-26
Capital Planning LLC
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$200.4K (-$1.3K)
Filed 2026-10-09
IMG Wealth Management, Inc.
INCREASED
Shares2,357 from 1,326
Change+1,031 (+78%)
Value$200.3K (+$86.9K)
Filed 2026-10-27
Ramiah Investment Group
NEW
Shares2,356
Change+2,356
Value$200.2K
Filed 2026-10-20
Tower View Wealth Management LLC
INCREASED
Shares2,337 from 1,051
Change+1,286 (+122%)
Value$198.5K (+$108.7K)
Filed 2026-10-23
Pittenger & Anderson Inc
INCREASED
Shares2,129 from 1,791
Change+338 (+19%)
Value$180.9K (+$27.8K)
Filed 2026-11-02
Steph & Co
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$179.8K (-$1.1K)
Filed 2026-10-07
Central Trust Co
DECREASED
Shares2,041 from 2,170
Change-129 (-6%)
Value$173.4K (-$12.1K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares1,993 from 1,993
Change0 (0%)
Value$169.3K (-$1.1K)
Filed 2026-10-05
Laurel Wealth Advisors LLC
NEW
Shares1,986
Change+1,986
Value$168.7K
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares1,971 from 1,968
Change+3 (+0%)
Value$167.4K (-$791)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares1,918 from 1,598
Change+320 (+20%)
Value$162.9K (+$26.3K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,775 from 1,772
Change+3 (+0%)
Value$151 (-$106.9K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares1,764 from 1,509
Change+255 (+17%)
Value$149.9K (+$20.9K)
Filed 2026-10-14
Fairscale Capital, LLC
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$144.1K (-$5.5K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares1,732 from 1,437
Change+295 (+21%)
Value$147.2K (+$24.3K)
Filed 2026-10-21
Pillar Financial Advisors, LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$147.0K (-$917)
Filed 2026-10-21
Guardian Partners Inc.
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$146.2K (-$912)
Filed 2026-10-21
RMG Wealth Management LLC
DECREASED
Shares1,718 from 1,750
Change-32 (-2%)
Value$142.2K (-$11.0K)
Filed 2026-10-26
Financial Consulate, Inc
INCREASED
Shares1,701 from 1,698
Change+3 (+0%)
Value$144.5K (-$707)
Filed 2026-10-23
Planning Strategies Inc.
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$138.3K (-$846)
Filed 2026-10-02
Coastline Trust Co
INCREASED
Shares1,621 from 1,421
Change+200 (+14%)
Value$137.7K (+$16.2K)
Filed 2026-10-01
TFC Financial Management, Inc.
INCREASED
Shares1,591 from 1,588
Change+3 (+0%)
Value$135.2K (-$600)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$126.7K (-$790)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares1,474 from 1,294
Change+180 (+14%)
Value$125.2K (+$14.6K)
Filed 2026-10-08
Wealth Analytics Partners, LLC
NEW
Shares1,457
Change+1,457
Value$123.8K
Filed 2026-10-19
Bank & Trust Co
NEW
Shares1,440
Change+1,440
Value$122.3K
Filed 2026-10-07
Bangor Savings Bank
NEW
Shares1,400
Change+1,400
Value$118.9K
Filed 2026-10-06
Rydar Equities, Inc.
NEW
Shares1,384
Change+1,384
Value$117.3K
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares1,356
Change+1,356
Value$115.2K
Filed 2026-10-27
Frankly Finances, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$114.7K (-$716)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares1,308 from 1,306
Change+2 (+0%)
Value$111.1K (-$493)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares1,277 from 1,214
Change+63 (+5%)
Value$108.5K (+$4.1K)
Filed 2026-10-30
Manchester Capital Management LLC
DECREASED
Shares1,265 from 1,455
Change-190 (-13%)
Value$107.4K (-$16.9K)
Filed 2026-10-22
True Wealth Design, LLC
NEW
Shares1,198
Change+1,198
Value$101.8K
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$101.5K (-$634)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares1,124 from 1,123
Change+1 (+0%)
Value$95.5K (-$507)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
NEW
Shares1,116
Change+1,116
Value$94.8K
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$94.7K (-$591)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,080 from 428
Change+652 (+152%)
Value$91.8K (+$55.2K)
Filed 2026-10-15
CrossGen Wealth, LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$89.0K (-$556)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$88 (-$88.9K)
Filed 2026-11-04
Centerpoint Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$85 (-$84.9K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares993 from 763
Change+230 (+30%)
Value$84.3K (+$19.1K)
Filed 2026-10-29
Montgomery Financial Services LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$82.8K (-$517)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares950 from 958
Change-8 (-1%)
Value$80.7K (-$1.2K)
Filed 2026-10-15
Aspect Partners, LLC
INCREASED
Shares900 from 768
Change+132 (+17%)
Value$76.5K (+$10.8K)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$76.4K (-$476)
Filed 2026-10-29
Hilltop National Bank
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$73.2K (-$456)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares853 from 201
Change+652 (+324%)
Value$72.5K (+$55.3K)
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares829
Change+829
Value$70.4K
Filed 2026-10-27
Atwood & Palmer Inc
INCREASED
Shares815 from 315
Change+500 (+159%)
Value$69.2K (+$42.3K)
Filed 2026-10-08
Davis Capital Management
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$67.4K (-$421)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
INCREASED
Shares774 from 171
Change+603 (+353%)
Value$65.8K (+$51.2K)
Filed 2026-10-20
Hara Capital LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$59.5K (-$371)
Filed 2026-10-30
Yankcom Partnership
DECREASED
Shares682 from 1,455
Change-773 (-53%)
Value$57.9K (-$66.4K)
Filed 2026-10-15
Legacies Wealth LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$57.3K (-$357)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$55.6K (-$347)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$55.2K (-$345)
Filed 2026-11-02
City State Bank
INCREASED
Shares635 from 585
Change+50 (+9%)
Value$54.0K (+$3.9K)
Filed 2026-10-20
Transce3nd, LLC
DECREASED
Shares627 from 630
Change-3 (0%)
Value$52.7K (-$1.1K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$52.8K (-$330)
Filed 2026-10-22
Carnegie Lake Advisors LLC
DECREASED
Shares595 from 2,705
Change-2,110 (-78%)
Value$229.8K (-$1.4K)
Filed 2026-11-03
Dorato Capital Management
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$48.3K (-$313)
Filed 2026-10-08
Elevation Wealth Partners, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$47.2K (-$294)
Filed 2026-10-07
Jnba Financial Advisors
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$47.2K (-$294)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
DECREASED
Shares549 from 9,351
Change-8,802 (-94%)
Value$46.6K (-$752.7K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares539 from 538
Change+1 (+0%)
Value$45.8K (-$204)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares530 from 529
Change+1 (+0%)
Value$45.0K (-$223)
Filed 2026-10-20
Hartford Financial Management Inc.
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$44.9K (-$280)
Filed 2026-10-21
Maryland Capital Advisors Inc.
DECREASED
Shares493 from 504
Change-11 (-2%)
Value$41.9K (-$1.2K)
Filed 2026-10-15
Richardson Capital Management LLC
NEW
Shares486
Change+486
Value$41.3K
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED
Shares474 from 402
Change+72 (+18%)
Value$40.3K (+$5.9K)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares469
Change+469
Value$39.8K
Filed 2026-10-09
Grove Bank & Trust
DECREASED
Shares454 from 455
Change-1 (0%)
Value$38.6K (-$326)
Filed 2026-10-08
Mountain Hill Investment Partners Corp.
INCREASED
Shares452 from 409
Change+43 (+11%)
Value$38.4K (+$3.4K)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.2K (-$239)
Filed 2026-11-03
Harbor Asset Planning, Inc.
INCREASED
Shares449 from 448
Change+1 (+0%)
Value$38.1K (-$169)
Filed 2026-10-23
Wolff Wiese Magana LLC
NEW
Shares400
Change+400
Value$34.0K
Filed 2026-10-15
Mascoma Wealth Management LLC
NEW
Shares393
Change+393
Value$33.4K
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares377
Change+377
Value$32.0K
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$31.9K (-$199)
Filed 2026-10-16
Quaker Wealth Management, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$27.7K (-$173)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$26.3K (-$164)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$25.0K (-$156)
Filed 2026-11-03
Evermay Wealth Management LLC
NEW
Shares275
Change+275
Value$23.4K
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares268 from 358
Change-90 (-25%)
Value$22.8K (-$7.8K)
Filed 2026-10-06
Rakuten Securities, Inc.
DECREASED
Shares266 from 2,163
Change-1,897 (-88%)
Value$22.6K (-$162.3K)
Filed 2026-11-02
Northstar Asset Management Co
INCREASED
Shares202 from 96
Change+106 (+110%)
Value$16.9K (+$8.9K)
Filed 2026-10-22
Foresight Capital Management Advisors, Inc.
NEW
Shares184
Change+184
Value$15.6K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares174 from 41
Change+133 (+324%)
Value$14.8K (+$11.3K)
Filed 2026-10-28
Mosley Wealth Management
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$14.3K (-$282)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
DECREASED
Shares163 from 1,317
Change-1,154 (-88%)
Value$13.9K (-$98.7K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares148
Change+148
Value$12.6K
Filed 2026-10-27
Hughes Financial Services, LLC
NEW
Shares143
Change+143
Value$12.0K
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares142
Change+142
Value$12.1K
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares121 from 59
Change+62 (+105%)
Value$10.3K (+$5.3K)
Filed 2026-10-20
Y.D. More Investments Ltd
NEW
Shares120
Change+120
Value$10.2K
Filed 2026-11-02
Affinity Wealth LLC
NEW
Shares99
Change+99
Value$8.2K
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares95 from 478
Change-383 (-80%)
Value$8.0K (-$32.8K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares94 from 93
Change+1 (+1%)
Value$7.9K (-$36)
Filed 2026-10-19
Thompson Investment Management, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.8K (-$49)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares80 from 44
Change+36 (+82%)
Value$6.8K (+$3.0K)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.3K (-$28)
Filed 2026-10-28
StrongBox Wealth, LLC
DECREASED
Shares66 from 101
Change-35 (-35%)
Value$5.6K (-$3.0K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares65
Change+65
Value$5.5K
Filed 2026-10-14
Tradewinds Capital Management, LLC
INCREASED
Shares52 from 42
Change+10 (+24%)
Value$4.4K (+$827)
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.4K (-$27)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.3K (-$27)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares50 from 671
Change-621 (-93%)
Value$4.2K (-$53.1K)
Filed 2026-10-13
Friedenthal Financial
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (-$19)
Filed 2026-10-27
City Holding Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.2K (-$26)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.5K (-$15)
Filed 2026-11-05
Go Invest LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.5K (+$1)
Filed 2026-10-09
Kings Path Partners LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.4K (-$15)
Filed 2026-10-21
Byrne Asset Management LLC
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$1.8K (-$19)
Filed 2026-10-06
MB, Levis & Associates, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.8K (-$8)
Filed 2026-10-16
Navigoe, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Hoey Investments, Inc
NEW
Shares15
Change+15
Value$1.3K
Filed 2026-10-29
Blume Capital Management, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$8)
Filed 2026-10-26
Essential Investment Partners LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$8)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares13 from 115
Change-102 (-89%)
Value$1.1K (-$8.7K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$7)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$6)
Filed 2026-10-21
Security National Bank
NEW
Shares8
Change+8
Value$680
Filed 2026-10-26
Birchbrook, Inc.
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$638 (-$3)
Filed 2026-10-14
Miller Global Investments, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$706 (-$3)
Filed 2026-10-02
Salomon & Ludwin, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$510 (+$3)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-13
Gen-Wealth Partners Inc
NEW
Shares1
Change+1
Value$75
Filed 2026-11-04
RHL Group, LLC
DECREASED
Shares1 from 27
Change-26 (-96%)
Value$120 (-$2.2K)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$85 (-$1)
Filed 2026-11-05
Cypress Capital, LLC
CLOSED
Shares0 from 50,700
Change-50,700 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-20
Powers Advisory Group, LLC
CLOSED
Shares0 from 15,779
Change-15,779 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 10,099
Change-10,099 (-100%)
Value$0 (-$863.4K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 8,102
Change-8,102 (-100%)
Value$0 (-$692.6K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 5,527
Change-5,527 (-100%)
Value$0 (-$472.5K)
Filed 2026-10-30
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 5,170
Change-5,170 (-100%)
Value$0 (-$442.0K)
Filed 2026-10-16
Avestar Capital, LLC
CLOSED
Shares0 from 4,670
Change-4,670 (-100%)
Value$0 (-$399.2K)
Filed 2026-10-28
World Equity Group, Inc.
CLOSED
Shares0 from 4,376
Change-4,376 (-100%)
Value$0 (-$374.1K)
Filed 2026-10-14
Montz Harcus Wealth Management LLC
CLOSED
Shares0 from 4,265
Change-4,265 (-100%)
Value$0 (-$364.6K)
Filed 2026-10-09
One Advisory Partners, LLC
CLOSED
Shares0 from 4,227
Change-4,227 (-100%)
Value$0 (-$361.4K)
Filed 2026-10-22
Everett Harris & Co
CLOSED
Shares0 from 4,152
Change-4,152 (-100%)
Value$0 (-$355.0K)
Filed 2026-10-28
Stokes Capital Advisors, LLC
CLOSED
Shares0 from 4,032
Change-4,032 (-100%)
Value$0 (-$344.7K)
Filed 2026-10-09
IFG Advisors, LLC
CLOSED
Shares0 from 3,756
Change-3,756 (-100%)
Value$0 (-$321.1K)
Filed 2026-10-15
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,315
Change-3,315 (-100%)
Value$0 (-$283.4K)
Filed 2026-11-03
Paragon Advisors, LLC
CLOSED
Shares0 from 3,169
Change-3,169 (-100%)
Value$0 (-$270.9K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$251.1K)
Filed 2026-10-07
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 2,874
Change-2,874 (-100%)
Value$0 (-$245.7K)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 2,672
Change-2,672 (-100%)
Value$0 (-$228.4K)
Filed 2026-11-05
Hegarty Advisors, LLC
CLOSED
Shares0 from 2,528
Change-2,528 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-20
Albion Financial Group
CLOSED
Shares0 from 2,066
Change-2,066 (-100%)
Value$0 (-$176.6K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,061
Change-2,061 (-100%)
Value$0 (-$176.2K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$146.5K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,215
Change-1,215 (-100%)
Value$0 (-$103.9K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 1,073
Change-1,073 (-100%)
Value$0 (-$91.7K)
Filed 2026-10-13
Kingdom Financial Group Llc.
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$69.2K)
Filed 2026-11-04
Torren Management, LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-23
POM Investment Strategies, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$650)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$430)
Filed 2026-10-26
PFS Partners, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$264)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$680.3K (+$285.3K)
Filed 2026-10-29
Vanguard Advisers Inc
N/A
Shares— from 89,614,585
Change-89,614,585 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,262,281
Change-24,262,281 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,670,131
Change-15,670,131 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,227,362
Change-12,227,362 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,318,953
Change-8,318,953 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,789,217
Change-6,789,217 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,583,331
Change-6,583,331 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,446,651
Change-6,446,651 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,816,052
Change-5,816,052 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,741,209
Change-5,741,209 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,470,609
Change-5,470,609 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,824,800
Change-4,824,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,816,465
Change-4,816,465 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,485,289
Change-4,485,289 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,989,477
Change-3,989,477 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,961,440
Change-2,961,440 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,933,385
Change-2,933,385 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,512,181
Change-2,512,181 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,401,522
Change-2,401,522 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,257,242
Change-2,257,242 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,246,322
Change-2,246,322 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,210,219
Change-2,210,219 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,152,807
Change-2,152,807 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,952,533
Change-1,952,533 (-100%)
Value—
First American Financial Corp
N/A
Shares— from 1,918,164
Change-1,918,164 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,836,573
Change-1,836,573 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,815,825
Change-1,815,825 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,766,385
Change-1,766,385 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,739,716
Change-1,739,716 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,700,391
Change-1,700,391 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,531,351
Change-1,531,351 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 1,439,435
Change-1,439,435 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,341,785
Change-1,341,785 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 1,217,344
Change-1,217,344 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,193,241
Change-1,193,241 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,160,076
Change-1,160,076 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,153,621
Change-1,153,621 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,102,361
Change-1,102,361 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,099,658
Change-1,099,658 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,084,665
Change-1,084,665 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,052,877
Change-1,052,877 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,043,855
Change-1,043,855 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,026,457
Change-1,026,457 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 998,798
Change-998,798 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 952,246
Change-952,246 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 918,060
Change-918,060 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 917,505
Change-917,505 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 893,166
Change-893,166 (-100%)
Value—
FMR LLC
N/A
Shares— from 883,797
Change-883,797 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 840,553
Change-840,553 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 788,540
Change-788,540 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 781,904
Change-781,904 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 760,554
Change-760,554 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 742,585
Change-742,585 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 742,447
Change-742,447 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 736,191
Change-736,191 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 726,955
Change-726,955 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 725,063
Change-725,063 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 705,274
Change-705,274 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 668,000
Change-668,000 (-100%)
Value—
Prudential PLC
N/A
Shares— from 655,635
Change-655,635 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 622,737
Change-622,737 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 617,531
Change-617,531 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 611,628
Change-611,628 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 570,737
Change-570,737 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 556,568
Change-556,568 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 529,782
Change-529,782 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 521,334
Change-521,334 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 504,459
Change-504,459 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 502,200
Change-502,200 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 474,579
Change-474,579 (-100%)
Value—
Betterment LLC
N/A
Shares— from 468,494
Change-468,494 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 450,615
Change-450,615 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 446,466
Change-446,466 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 434,154
Change-434,154 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 431,849
Change-431,849 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 420,091
Change-420,091 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 418,019
Change-418,019 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 415,990
Change-415,990 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 401,654
Change-401,654 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 393,154
Change-393,154 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 390,580
Change-390,580 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 389,370
Change-389,370 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 381,595
Change-381,595 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 377,384
Change-377,384 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 371,312
Change-371,312 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 370,656
Change-370,656 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 356,275
Change-356,275 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 355,676
Change-355,676 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 353,954
Change-353,954 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 344,219
Change-344,219 (-100%)
Value—
Blair William & Co
N/A
Shares— from 342,216
Change-342,216 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 335,307
Change-335,307 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 330,495
Change-330,495 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 327,624
Change-327,624 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 327,338
Change-327,338 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 322,337
Change-322,337 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 318,963
Change-318,963 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 314,823
Change-314,823 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 310,372
Change-310,372 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 310,114
Change-310,114 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 305,583
Change-305,583 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 300,174
Change-300,174 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 298,111
Change-298,111 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 296,442
Change-296,442 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 296,146
Change-296,146 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 291,213
Change-291,213 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 286,869
Change-286,869 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 285,185
Change-285,185 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 280,137
Change-280,137 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 259,591
Change-259,591 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 259,347
Change-259,347 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 252,242
Change-252,242 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 251,639
Change-251,639 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 240,547
Change-240,547 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 239,553
Change-239,553 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 239,479
Change-239,479 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 238,561
Change-238,561 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 230,783
Change-230,783 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 221,656
Change-221,656 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 220,037
Change-220,037 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 217,223
Change-217,223 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 214,786
Change-214,786 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 213,815
Change-213,815 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 213,801
Change-213,801 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 209,889
Change-209,889 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 195,769
Change-195,769 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 188,279
Change-188,279 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 186,785
Change-186,785 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 185,459
Change-185,459 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 182,597
Change-182,597 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 180,068
Change-180,068 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 177,910
Change-177,910 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 176,543
Change-176,543 (-100%)
Value—
Calydon Capital
N/A
Shares— from 174,381
Change-174,381 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 170,811
Change-170,811 (-100%)
Value—
Barclays PLC
N/A
Shares— from 158,701
Change-158,701 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 156,266
Change-156,266 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 154,372
Change-154,372 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 151,127
Change-151,127 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 149,816
Change-149,816 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 146,093
Change-146,093 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 142,511
Change-142,511 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 141,621
Change-141,621 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 136,496
Change-136,496 (-100%)
Value—
Optas, LLC
N/A
Shares— from 129,736
Change-129,736 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 126,566
Change-126,566 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 123,675
Change-123,675 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 122,377
Change-122,377 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 119,674
Change-119,674 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 115,493
Change-115,493 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 115,380
Change-115,380 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 115,083
Change-115,083 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 112,404
Change-112,404 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 110,467
Change-110,467 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 109,499
Change-109,499 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 109,410
Change-109,410 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 107,798
Change-107,798 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 106,957
Change-106,957 (-100%)
Value—
Nwam LLC
N/A
Shares— from 105,782
Change-105,782 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 104,118
Change-104,118 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 101,537
Change-101,537 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 100,331
Change-100,331 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 94,201
Change-94,201 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 93,800
Change-93,800 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 90,913
Change-90,913 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 90,597
Change-90,597 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 90,225
Change-90,225 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 87,300
Change-87,300 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 85,524
Change-85,524 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 85,433
Change-85,433 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 84,968
Change-84,968 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 83,736
Change-83,736 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 83,677
Change-83,677 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 82,598
Change-82,598 (-100%)
Value—
Main Management LLC
N/A
Shares— from 82,282
Change-82,282 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 81,567
Change-81,567 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 81,104
Change-81,104 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 80,609
Change-80,609 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 79,824
Change-79,824 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 79,771
Change-79,771 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 78,752
Change-78,752 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 78,482
Change-78,482 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 78,191
Change-78,191 (-100%)
Value—
Ames National Corp
N/A
Shares— from 77,720
Change-77,720 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 77,631
Change-77,631 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 76,986
Change-76,986 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 75,189
Change-75,189 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 75,124
Change-75,124 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 74,124
Change-74,124 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 73,824
Change-73,824 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 73,418
Change-73,418 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 72,409
Change-72,409 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 71,557
Change-71,557 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 71,482
Change-71,482 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 71,199
Change-71,199 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 71,185
Change-71,185 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 70,976
Change-70,976 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 70,500
Change-70,500 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 69,724
Change-69,724 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 69,421
Change-69,421 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 69,284
Change-69,284 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 68,977
Change-68,977 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 68,474
Change-68,474 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 68,237
Change-68,237 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 67,370
Change-67,370 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 66,344
Change-66,344 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 66,243
Change-66,243 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 65,787
Change-65,787 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 65,166
Change-65,166 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 65,060
Change-65,060 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 64,166
Change-64,166 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 62,218
Change-62,218 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 60,940
Change-60,940 (-100%)
Value—
Commerce Bank
N/A
Shares— from 60,574
Change-60,574 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 60,482
Change-60,482 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 59,431
Change-59,431 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 58,578
Change-58,578 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 58,483
Change-58,483 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 58,241
Change-58,241 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 55,340
Change-55,340 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 54,417
Change-54,417 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 53,774
Change-53,774 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 50,516
Change-50,516 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 50,413
Change-50,413 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 50,105
Change-50,105 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 49,833
Change-49,833 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 49,029
Change-49,029 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 48,614
Change-48,614 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 47,829
Change-47,829 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 47,099
Change-47,099 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 46,917
Change-46,917 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 46,159
Change-46,159 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 46,038
Change-46,038 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 46,027
Change-46,027 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 45,137
Change-45,137 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 45,087
Change-45,087 (-100%)
Value—
&partners
N/A
Shares— from 44,672
Change-44,672 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 44,567
Change-44,567 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 43,801
Change-43,801 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 43,253
Change-43,253 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 43,139
Change-43,139 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 43,095
Change-43,095 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 42,712
Change-42,712 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 42,483
Change-42,483 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 42,152
Change-42,152 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 40,247
Change-40,247 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 39,802
Change-39,802 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 39,689
Change-39,689 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 39,640
Change-39,640 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 39,567
Change-39,567 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 38,932
Change-38,932 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 38,568
Change-38,568 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 38,400
Change-38,400 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 38,389
Change-38,389 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 38,267
Change-38,267 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 37,459
Change-37,459 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 37,437
Change-37,437 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 37,362
Change-37,362 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 37,060
Change-37,060 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 36,552
Change-36,552 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 35,731
Change-35,731 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 35,179
Change-35,179 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 35,040
Change-35,040 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 34,162
Change-34,162 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 33,856
Change-33,856 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 33,656
Change-33,656 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 33,558
Change-33,558 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 33,402
Change-33,402 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 33,116
Change-33,116 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 33,083
Change-33,083 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 32,673
Change-32,673 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 32,455
Change-32,455 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 31,725
Change-31,725 (-100%)
Value—
S&T Bank
N/A
Shares— from 31,517
Change-31,517 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 31,489
Change-31,489 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 31,396
Change-31,396 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 31,368
Change-31,368 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 31,121
Change-31,121 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 30,996
Change-30,996 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 30,898
Change-30,898 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 30,891
Change-30,891 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 30,873
Change-30,873 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 29,629
Change-29,629 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 29,386
Change-29,386 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 29,230
Change-29,230 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 29,013
Change-29,013 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 28,986
Change-28,986 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 28,252
Change-28,252 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 27,973
Change-27,973 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 27,917
Change-27,917 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 27,693
Change-27,693 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 27,323
Change-27,323 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 27,307
Change-27,307 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 27,172
Change-27,172 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 26,542
Change-26,542 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 26,249
Change-26,249 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 26,239
Change-26,239 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 26,178
Change-26,178 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 26,107
Change-26,107 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 25,965
Change-25,965 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 25,804
Change-25,804 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25,784
Change-25,784 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25,755
Change-25,755 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 25,725
Change-25,725 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 25,226
Change-25,226 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 25,152
Change-25,152 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 24,787
Change-24,787 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 24,498
Change-24,498 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 24,371
Change-24,371 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 24,315
Change-24,315 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 23,407
Change-23,407 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 23,095
Change-23,095 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 22,949
Change-22,949 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 22,701
Change-22,701 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,153
Change-22,153 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 22,084
Change-22,084 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 21,702
Change-21,702 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 21,502
Change-21,502 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 21,412
Change-21,412 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 20,912
Change-20,912 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 20,809
Change-20,809 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20,684
Change-20,684 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 20,645
Change-20,645 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,568
Change-20,568 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 20,414
Change-20,414 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 20,155
Change-20,155 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 19,824
Change-19,824 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 19,658
Change-19,658 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 18,928
Change-18,928 (-100%)
Value—
United Bank
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,393
Change-18,393 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 18,369
Change-18,369 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,265
Change-18,265 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 18,260
Change-18,260 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 18,056
Change-18,056 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 18,045
Change-18,045 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,969
Change-17,969 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 17,631
Change-17,631 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 17,465
Change-17,465 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 17,338
Change-17,338 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 17,158
Change-17,158 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 17,128
Change-17,128 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 17,017
Change-17,017 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 16,950
Change-16,950 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,940
Change-16,940 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 16,774
Change-16,774 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 16,746
Change-16,746 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,312
Change-16,312 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 16,057
Change-16,057 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 16,014
Change-16,014 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 15,844
Change-15,844 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 15,763
Change-15,763 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 15,747
Change-15,747 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 15,747
Change-15,747 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 15,628
Change-15,628 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 15,002
Change-15,002 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,827
Change-14,827 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 14,824
Change-14,824 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,661
Change-14,661 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 14,477
Change-14,477 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 14,467
Change-14,467 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 14,167
Change-14,167 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,936
Change-13,936 (-100%)
Value—
CNB Bank
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,593
Change-13,593 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 13,529
Change-13,529 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 13,388
Change-13,388 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,906
Change-12,906 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,788
Change-12,788 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 12,683
Change-12,683 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 12,674
Change-12,674 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 12,467
Change-12,467 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,154
Change-12,154 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,852
Change-11,852 (-100%)
Value—
EWA, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 11,683
Change-11,683 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 11,606
Change-11,606 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 11,293
Change-11,293 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 10,861
Change-10,861 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,767
Change-10,767 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 10,765
Change-10,765 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 10,743
Change-10,743 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 10,584
Change-10,584 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 10,551
Change-10,551 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 10,516
Change-10,516 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 10,309
Change-10,309 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 9,919
Change-9,919 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,818
Change-9,818 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 9,356
Change-9,356 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,619
Change-8,619 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8,523
Change-8,523 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,899
Change-7,899 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 7,676
Change-7,676 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,328
Change-7,328 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,911
Change-6,911 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 5,403
Change-5,403 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
American Trust
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
FCA Corp
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 800
Change-800 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Nepc LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 706
Change-706 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 700
Change-700 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 615
Change-615 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 538
Change-538 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 528
Change-528 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 477
Change-477 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 414
Change-414 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 386
Change-386 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 250
Change-250 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 135
Change-135 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Rakuten Investment Management, Inc.
INCREASED18,795,80018,045,200+750,600+4%$1.5B$1.6B+$74.7M2026-10-30
Narodna banka Slovenska
DECREASED14,321,43114,913,131-591,700-4%$1.3B$1.2B-$49.1M2026-10-26
HB Wealth Management, LLC
INCREASED8,764,8258,363,846+400,979+5%$707.5M$736.4M+$28.8M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED6,247,3286,284,729-37,401-1%$537.3M$530.8K-$536.8M2026-11-02
Signaturefd, LLC
INCREASED5,387,5235,278,243+109,280+2%$451.2M$457.7M+$6.5M2026-10-23
Sageworth Trust Co
DECREASED3,818,9653,822,374-3,4090%$326.8M$324.5M-$2.3M2026-10-30
Angeles Investment Advisors, LLC
INCREASED2,805,0902,790,197+14,893+1%$238.5M$238.3M-$213.5K2026-10-22
Univest Financial Corp
INCREASED2,793,5902,151,995+641,595+30%$184.0M$237.3M+$53.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED2,248,3702,164,896+83,474+4%$181.7M$185.9M+$4.2M2026-10-13
Angeles Wealth Management, LLC
INCREASED1,794,0011,720,778+73,223+4%$147.1M$152.4M+$5.3M2026-10-26
Allen Investment Management, LLC
INCREASED1,572,3481,395,132+177,216+13%$119.3M$133.6M+$14.3M2026-11-03
Greenwood Gearhart LLC
INCREASED1,531,5011,474,438+57,063+4%$126.0M$130.1M+$4.1M2026-11-02
Sentinel Trust Co LBA
INCREASED1,383,3511,370,361+12,990+1%$117.2K$117.5K+$3782026-11-03
Gleason Group, Inc.
INCREASED1,372,4691,352,080+20,389+2%$115.6M$116.6M+$1.0M2026-10-15
St. Louis Trust Co
INCREASED1,264,6161,208,887+55,729+5%$91.6M$107.4M+$15.8M2026-11-03
Obermeyer Wealth Partners
INCREASED1,217,7771,144,537+73,240+6%$97.8M$103.5M+$5.6M2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED1,163,8901,099,337+64,553+6%$94.0M$98.9M+$4.9M2026-11-05
Provenance Wealth Advisors, LLC
INCREASED1,094,242995,159+99,083+10%$85.1M$93.0M+$7.9M2026-10-30
AMG National Trust Bank
INCREASED1,066,4731,004,549+61,924+6%$85.9M$90.6M+$4.7M2026-11-05
Creative Planning
INCREASED1,065,774993,943+71,831+7%$85.0M$90.5M+$5.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED1,060,7411,033,613+27,128+3%$88.4M$90.1M+$1.8M2026-11-02
Verus Financial Partners, Inc.
DECREASED1,023,2161,025,567-2,3510%$87.7M$86.9M-$743.3K2026-10-29
Luminvest Wealth Management LLC
DECREASED907,181995,284-88,103-9%$84.7M$77.1M-$7.7M2026-10-14
Towneley Capital Management, Inc / de
DECREASED794,281808,202-13,921-2%$69.1M$67.5M-$1.6M2026-10-09
3Edge Asset Management, LP
DECREASED789,167795,189-6,022-1%$68.0M$67.0M-$933.1K2026-10-30
D.A. Davidson & Co.
DECREASED752,789760,173-7,384-1%$65.0M$64.0M-$1.0M2026-10-28
25 LLC
DECREASED716,258728,825-12,567-2%$62.3M$60.9M-$1.5M2026-10-13
Kestra Advisory Services, LLC
INCREASED712,183668,059+44,124+7%$57.1M$60.5M+$3.4M2026-11-02
Prospera Capital Management, LLC
INCREASED703,119553,628+149,491+27%$47.7M$59.7M+$12.1M2026-10-19
Tenon Financial LLC
INCREASED670,399623,658+46,741+7%$53.3M$57.0M+$3.6M2026-10-14
Joel Isaacson & Co., LLC
INCREASED662,357633,831+28,526+5%$54.2M$56.3M+$2.1M2026-11-05
White Lighthouse Investment Management Inc.
INCREASED661,686641,058+20,628+3%$54.8M$56.2M+$1.4M2026-10-21
Fifth Third Bancorp
DECREASED629,810639,368-9,558-1%$54.7M$53.5M-$1.2M2026-11-05
Peak Financial Management, Inc.
INCREASED605,468600,302+5,166+1%$51.3M$51.4M+$120.8K2026-10-16
James J. Burns & Company, LLC
INCREASED590,048578,892+11,156+2%$49.5M$50.1M+$641.0K2026-10-22
Assetmark, Inc
DECREASED539,085553,794-14,709-3%$47.3M$45.8M-$1.5M2026-10-21
Standpoint Asset Management, LLC
INCREASED534,000494,100+39,900+8%$42.2M$45.4M+$3.1M2026-10-16
Souders Financial Advisors
INCREASED528,633521,383+7,250+1%$44.6M$44.9M+$339.6K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED511,091510,479+612+0%$43.6M$43.4M-$218.6K2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED507,627519,610-11,983-2%$44.4M$43.1M-$1.3M2026-10-16
Focus Financial Network, Inc.
INCREASED489,199481,632+7,567+2%$41.2M$41.6M+$387.7K2026-10-14
WBH Advisory Inc
DECREASED476,512486,009-9,497-2%$41.5M$40.5M-$1.1M2026-11-05
Abacus Planning Group, Inc.
DECREASED441,698443,771-2,0730%$37.9M$37.5M-$411.3K2026-11-02
Wedmont Private Capital
INCREASED430,280301,098+129,182+43%$25.7M$36.2M+$10.5M2026-10-09
Truist Financial Corp
INCREASED422,229399,872+22,357+6%$34.2M$35.9M+$1.7M2026-10-30
Connecticut Wealth Management, LLC
DECREASED417,921422,803-4,882-1%$36.1M$35.5M-$638.9K2026-10-13
BCM Advisors, LLC
INCREASED414,59315,578+399,015+2561%$1.3M$34.1M+$32.9M2026-11-03
Phillips Financial Management, LLC
DECREASED411,087419,285-8,198-2%$35.8M$34.9M-$918.8K2026-10-19
Burrus Financial Services, Inc.
DECREASED395,899405,599-9,700-2%$34.7M$33.6M-$1.0M2026-10-22
Curran Financial Partners, LLC
INCREASED388,397370,419+17,978+5%$31.7M$33.0M+$1.3M2026-11-04
Manuka Financial, LLC
INCREASED373,018361,433+11,585+3%$30.9M$31.7M+$797.5K2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED366,908356,067+10,841+3%$30.4M$31.2M+$732.4K2026-10-29
Joseph Group Capital Management
INCREASED364,234358,140+6,094+2%$30.6M$30.9M+$327.9K2026-11-04
Avantax Planning Partners, Inc.
DECREASED358,406445,380-86,974-20%$38.1M$30.5M-$7.6M2026-11-03
Stone Loft Wealth Management LLC
INCREASED348,532330,933+17,599+5%$28.1M$29.6M+$1.5M2026-11-03
Juno Financial Group LLC
INCREASED342,154337,147+5,007+1%$28.8M$29.1M+$246.7K2026-10-27
Professional Financial Advisors, LLC
INCREASED340,574334,704+5,870+2%$28.6M$28.9M+$321.4K2026-10-13
Pacific Center for Financial Services
DECREASED330,451332,583-2,132-1%$28.4M$28.1M-$357.4K2026-10-15
Fidelis iM, LLC
DECREASED318,040321,008-2,968-1%$27.4M$27.0M-$422.3K2026-10-16
Cairn Investment Group, Inc.
DECREASED310,615311,629-1,0140%$26.6M$26.4K-$26.6M2026-11-04
Arbor Wealth Advisors LLC
DECREASED310,134313,550-3,416-1%$26.8M$26.3M-$456.4K2026-10-09
Svrn Asset Management, LLC
INCREASED293,628292,857+771+0%$25.0M$24.9M-$89.7K2026-11-02
Seneca Financial Advisors LLC
DECREASED280,232283,926-3,694-1%$24.3M$23.8M-$464.3K2026-10-28
Clarity Wealth Advisors, LLC
INCREASED280,013272,333+7,680+3%$23.3M$23.8M+$508.1K2026-10-21
Family CFO Inc
INCREASED272,878271,144+1,734+1%$23.2M$23.2M+$3.6K2026-10-30
Factor Wealth Management LTD
INCREASED269,930263,407+6,523+2%$22.5M$22.9M+$414.6K2026-10-08
Sellwood Investment Partners LLC
INCREASED268,414263,334+5,080+2%$22.5M$22.8M+$292.1K2026-11-03
PFG Advisors
INCREASED266,245254,291+11,954+5%$21.7M$22.6M+$880.9K2026-10-16
Cherrydale Wealth Management, LLC
INCREASED261,113254,952+6,161+2%$21.8M$22.2M+$391.7K2026-10-20
TD Waterhouse Canada Inc.
INCREASED255,188218,124+37,064+17%$18.4M$21.6M+$3.1M2026-10-16
Farther Finance Advisors, LLC
INCREASED252,194210,110+42,084+20%$18.0M$21.4M+$3.5M2026-10-08
Drystone LLC
INCREASED245,342244,750+592+0%$20.9M$20.8M-$79.4K2026-10-30
Rossmore Private Capital
INCREASED240,23913,990+226,249+1617%$1.2M$20.4M+$19.2M2026-10-27
Granville Capital, Inc.
INCREASED238,948220,519+18,429+8%$18.9M$20.3M+$1.4M2026-11-05
David Kennon Inc
INCREASED234,144232,552+1,592+1%$19.9M$19.9M+$12.0K2026-10-13
Greenbush Financial Group, LLC
INCREASED232,706224,147+8,559+4%$19.2M$19.8M+$608.4K2026-10-15
Gibson Wealth Advisors LLC
DECREASED230,921231,843-9220%$19.8M$19.6M-$210.8K2026-10-20
McCarthy Asset Management, Inc.
DECREASED229,909230,112-2030%$19.7M$19.5M-$139.2K2026-10-20
B.O.S.S. Retirement Advisors, LLC
INCREASED228,971218,703+10,268+5%$18.7M$19.5M+$756.4K2026-10-26
Independent Financial Group, LLC
INCREASED228,540197,774+30,766+16%$16.9M$19.4M+$2.5M2026-10-13
Oppenheimer & Co Inc
INCREASED228,003211,679+16,324+8%$18.1M$19.4M+$1.3M2026-10-26
New England Private Wealth Advisors LLC
INCREASED226,513222,358+4,155+2%$18.5M$19.2M+$699.7K2026-10-19
Shade Tree Advisors LLC
INCREASED224,944212,794+12,150+6%$18.2M$19.1M+$919.5K2026-10-22
Breakwater Investment Management
DECREASED219,606224,508-4,902-2%$19.2M$18.7M-$535.4K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED217,797123,425+94,372+76%$10.6M$18.5M+$8.0M2026-10-16
Sage Mountain Advisors LLC
INCREASED215,089211,636+3,453+2%$18.1M$18.3M+$181.2K2026-11-02
Legacy Private Trust Co.
DECREASED213,841215,942-2,101-1%$18.5M$18.2M-$292.9K2026-10-06
Prime Capital Investment Advisors, LLC
DECREASED210,011220,404-10,393-5%$18.8M$17.8M-$999.8K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED207,539219,368-11,829-5%$18.8M$17.6M-$1.1M2026-11-04
IFP Advisors, Inc
INCREASED205,185196,113+9,072+5%$16.8M$17.4M+$666.8K2026-10-16
GuidedMoney, LLC
DECREASED204,597206,270-1,673-1%$17.6M$17.4M-$251.5K2026-10-29
Index Fund Advisors, Inc.
DECREASED201,653204,714-3,061-1%$17.5M$17.1M-$368.6K2026-11-05
Berman McAleer LLC
DECREASED201,280201,747-4670%$17.2M$17.1M-$146.6K2026-10-16
Mallini Complete Financial Planning LLC
INCREASED199,512197,475+2,037+1%$16.9M$17.0M+$68.4K2026-10-06
Charis Legacy Partners, LLC
INCREASED196,556186,940+9,616+5%$16.0M$16.7M+$717.9K2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED196,331149,714+46,617+31%$12.8M$16.7M+$3.9M2026-10-26
Apella Capital, LLC
INCREASED192,726187,570+5,156+3%$15.9M$16.3M+$463.5K2026-10-08
Fiduciary Advisors, Inc.
INCREASED190,809137,444+53,365+39%$11.8M$16.2M+$4.5M2026-10-16
Atria Investments, Inc
INCREASED190,703163,207+27,496+17%$14.0M$16.2M+$2.2M2026-10-15
Schulz Wealth, Ltd.
INCREASED189,290178,505+10,785+6%$15.3M$16.1M+$821.7K2026-11-03
Brooklyn FI, LLC
DECREASED188,361212,940-24,579-12%$18.0M$15.8M-$2.2M2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
INCREASED179,307133,048+46,259+35%$11.4M$15.2M+$3.9M2026-10-28
Dodds Wealth, LLC
INCREASED178,186170,734+7,452+4%$14.6M$15.1M+$542.7K2026-11-02
Wrenne Financial Planning LLC
INCREASED177,883164,437+13,446+8%$14.1M$15.1M+$1.1M2026-10-30
Dynamic Advisor Solutions LLC
INCREASED177,880168,907+8,973+5%$14.4M$15.1M+$672.8K2026-10-13
Bfsg, LLC
INCREASED177,517167,054+10,463+6%$14.3M$15.1M+$800.4K2026-10-30
L.K. Benson & Company, P.C.
INCREASED177,234166,775+10,459+6%$14.3M$15.1M+$800.2K2026-10-23
CWS Financial Advisors, LLC
DECREASED176,742184,623-7,881-4%$15.8M$15.0M-$767.4K2026-10-16
Brighton Jones LLC
INCREASED173,868148,510+25,358+17%$12.7M$14.8M+$2.1M2026-11-03
Sageworth Trust Co of South Dakota
INCREASED172,444169,729+2,715+2%$14.5M$14.7M+$140.7K2026-10-30
Conning Inc.
NEW154,100—+154,100——$13.1M—2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED153,942133,629+20,313+15%$11.4M$13.1M+$1.7M2026-11-03
US Bancorp \de\
DECREASED151,878159,878-8,000-5%$13.7M$12.9M-$764.4K2026-11-05
Avior Wealth Management, LLC
INCREASED151,390148,491+2,899+2%$12.7M$12.9M+$175.7K2026-10-13
Tenret Co LLC
NEW151,147—+151,147——$12.8M—2026-11-02
XY Planning Network, Inc.
INCREASED146,603141,044+5,559+4%$12.1M$12.5M+$397.5K2026-10-14
Meriwether Wealth & Planning, LLC
INCREASED145,818135,861+9,957+7%$11.6M$12.4M+$773.9K2026-10-13
1888 Investments, LLC
NEW145,545—+145,545——$12.4M—2026-11-04
Winthrop Advisory Group LLC
INCREASED144,134140,134+4,000+3%$12.0M$12.2M+$265.6K2026-10-22
Sunesis Advisors, LLC
INCREASED143,390142,206+1,184+1%$12.2M$12.2M+$25.3K2026-10-26
Intelligent Financial Strategies
INCREASED139,992138,507+1,485+1%$11.8M$11.9M+$52.8K2026-10-16
Discipline Wealth Solutions, LLC
INCREASED139,362137,869+1,493+1%$11.8M$11.8M+$53.7K2026-10-14
Commerce Advisors, LLC
INCREASED138,56392,600+45,963+50%$7.9M$11.8M+$3.9M2026-10-19
New Covenant Trust Company, N.A.
INCREASED138,502128,985+9,517+7%$11.0M$11.8M+$740.2K2026-10-08
MontVue Capital Management, Inc.
DECREASED138,361139,022-6610%$11.9M$11.8M-$129.8K2026-10-19
SYM Financial Corp
UNCHANGED136,634136,63400%$11.7M$11.6M-$72.4K2026-10-26
Pinnacle Wealth Management Group, Inc.
INCREASED136,371134,548+1,823+1%$11.5M$11.6M+$83.6K2026-10-15
Madison Park Capital Advisors, LLC
INCREASED135,479127,551+7,928+6%$10.9M$11.5M+$606.0K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED134,990133,266+1,724+1%$11.4M$11.5M+$75.8K2026-10-28
Beacon Financial Strategies Corp
INCREASED134,804130,455+4,349+3%$11.2M$11.5M+$300.4K2026-10-14
Sanders Morris Harris LLC
NEW134,296—+134,296——$11.6M—2026-10-14
Vise Technologies, Inc.
INCREASED132,898122,005+10,893+9%$10.4M$11.3M+$860.8K2026-10-29
Burns J W & Co Inc
INCREASED131,928122,042+9,886+8%$10.4M$11.2M+$775.2K2026-10-20
Center for Financial Planning, Inc.
DECREASED131,160131,198-380%$11.2M$11.1M-$72.7K2026-10-26
Friday Financial
INCREASED129,93445,529+84,405+185%$3.9M$11.0M+$7.1M2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED129,270128,977+293+0%$11.0M$11.0M-$43.5K2026-10-30
Clarity Capital Advisors, LLC
DECREASED128,563128,733-1700%$11.0M$10.9M-$82.6K2026-10-27
M Wealth Management, LLC
INCREASED124,182123,490+692+1%$10.6M$10.6M-$6.6K2026-10-14
Downshift Financial, LLC
INCREASED122,584110,746+11,838+11%$9.5M$10.4M+$947.0K2026-10-13
B&D White Capital Company, LLC
UNCHANGED121,428121,42800%$10.4M$10.3M-$64.4K2026-11-02
Wetzel Investment Advisors, Inc.
DECREASED121,292122,607-1,315-1%$10.5M$10.3M-$176.7K2026-10-13
Spire Wealth Management
INCREASED120,692114,608+6,084+5%$9.8M$10.3M+$456.1K2026-10-30
First Heartland Consultants, Inc.
INCREASED119,47384,880+34,593+41%$7.3M$10.2M+$2.9M2026-10-08
GFS Advisors, LLC
INCREASED117,656109,854+7,802+7%$4.5M$10.0M+$5.5M2026-11-03
Parallel Advisors, LLC
DECREASED117,525119,231-1,706-1%$10.2M$10.0M-$208.2K2026-11-03
Briggs Wealth Management, Inc
INCREASED116,397109,843+6,554+6%$9.4M$9.9M+$498.6K2026-10-26
ADE, LLC
DECREASED116,170116,370-2000%$9.9M$9.9M-$78.7K2026-10-29
Trellis Wealth Advisors LLC
DECREASED112,799115,259-2,460-2%$9.9M$9.6M-$270.1K2026-10-19
McClarren Financial Advisors, Inc.
INCREASED112,209104,432+7,777+7%$8.9M$9.5M+$605.4K2026-10-15
Latigo Investments, LLC
UNCHANGED110,240110,24000%$9.4M$9.4M-$58.4K2026-10-29
Register Financial Advisors LLC
INCREASED110,196107,020+3,176+3%$9.1M$9.4M+$213.1K2026-10-23
Gordian Advisors LLC
DECREASED107,866108,979-1,113-1%$9.3M$9.2M-$152.4K2026-10-30
Root Financial Partners, LLC
DECREASED107,628147,074-39,446-27%$12.6M$9.1M-$3.4M2026-10-21
Signal Advisors Wealth, LLC
INCREASED107,37390,146+17,227+19%$7.7M$9.1M+$1.4M2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED106,574127,185-20,611-16%$10.9M$9.1M-$1.8M2026-10-07
Blake Schutter Theil Wealth Advisors, LLC
INCREASED105,829105,111+718+1%$9.0M$9.0M+$5.3K2026-11-02
Legacy Advisors, LLC
DECREASED105,744137,571-31,827-23%$11.8M$9.0M-$2.8M2026-10-19
CGN Advisors LLC
INCREASED104,98195,988+8,993+9%$8.2M$8.9M+$713.2K2026-10-21
Fire Capital Management LLC
INCREASED100,25793,362+6,895+7%$8.0M$8.5M+$536.3K2026-10-27
Ackerman Capital Advisors, LLC
INCREASED98,70611,184+87,522+783%$956.1K$8.4M+$7.4M2026-10-30
GSG Advisors LLC
INCREASED98,30798,228+79+0%$8.4M$8.4M-$45.3K2026-11-03
Compass Financial Group, Inc
INCREASED97,79924,468+73,331+300%$2.1M$8.3M+$6.2M2026-10-13
Brookstone Capital Management
DECREASED97,646101,918-4,272-4%$8.7M$8.3M-$416.9K2026-10-22
Wedbush Securities Inc
INCREASED96,77271,257+25,515+36%$6.1M$8.2K-$6.1M2026-10-22
Freedom Day Solutions, LLC
DECREASED95,97298,796-2,824-3%$8.4M$8.2M-$292.3K2026-10-20
United Community Bank
INCREASED95,66878,736+16,932+22%$6.7M$8.1M+$1.4M2026-10-28
Bailard, Inc.
INCREASED95,12294,663+459+0%$8.1M$8.1M-$11.1K2026-10-13
Guardsman Private Capital Management, Inc.
DECREASED94,49295,514-1,022-1%$8.2M$8.0M-$137.4K2026-10-19
Asset One Wealth Management LLC
DECREASED94,411106,817-12,406-12%$9.1M$8.0M-$1.1M2026-11-02
Parkside Financial Bank & Trust
INCREASED94,29689,342+4,954+6%$7.6M$8.0M+$373.5K2026-10-27
Tanager Wealth Management LLP
INCREASED94,11583,725+10,390+12%$7.2M$8.0M+$838.4K2026-10-19
Hartmann Taylor Wealth Management, LLC
INCREASED93,92490,914+3,010+3%$7.0M$8.0M+$969.5K2026-10-14
First Horizon Corp
INCREASED93,91790,782+3,135+3%$7.8M$8.0M+$218.2K2026-10-26
Altiora Financial Group, LLC
DECREASED93,262104,712-11,450-11%$9.0M$7.9M-$1.0M2026-11-04
AlphaCore Capital LLC
INCREASED93,06080,374+12,686+16%$6.9M$7.9M+$1.0M2026-11-04
Kestra Private Wealth Services, LLC
DECREASED92,54698,099-5,553-6%$8.4M$7.9M-$523.8K2026-10-30
MSH Capital Advisors LLC
INCREASED91,55762,649+28,908+46%$5.4M$7.8M+$2.4M2026-11-03
J.W. Cole Advisors, Inc.
DECREASED89,49289,578-860%$7.7M$7.6M-$54.8K2026-11-05
Coyle Financial Counsel LLC
INCREASED88,63086,730+1,900+2%$7.4M$7.5M+$115.5K2026-10-28
Greenhouse Wealth Management, LLC
INCREASED88,33985,508+2,831+3%$7.3M$7.5M+$200.6K2026-10-20
Global Trust Asset Management, LLC
INCREASED87,93986,064+1,875+2%$7.4M$7.5M+$113.7K2026-10-19
D'Orazio & Associates, Inc.
NEW87,685—+87,685——$7.4M—2026-11-04
TCI Wealth Advisors, Inc.
INCREASED87,6627,327+80,335+1096%$626.4K$7.4M+$6.8M2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED86,97486,384+590+1%$7.4M$7.4M+$4.4K2026-10-16
Evanson Financial, LLC
INCREASED85,61081,366+4,244+5%$7.0M$7.3M+$317.5K2026-10-23
Lido Advisors, LLC
INCREASED84,60473,987+10,617+14%$6.3M$7.2M+$862.9K2026-11-04
JFS Wealth Advisors, LLC
INCREASED84,37981,432+2,947+4%$7.0M$7.2M+$207.2K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED82,79383,387-594-1%$7.1M$7.0M-$94.6K2026-10-15
D.B. Root & Company, LLC
DECREASED81,300111,863-30,563-27%$9.6M$6.9M-$2.7M2026-11-04
Prudent Man Advisors, LLC
DECREASED80,50080,505-50%$6.9M$6.8M-$43.1K2026-11-03
North Star Investment Management Corp.
INCREASED79,77179,012+759+1%$6.8M$6.8M+$22.6K2026-10-27
Global Trust Wealth Management LLC
INCREASED79,28479,205+79+0%$6.8M$6.7M-$35.2K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED78,84471,523+7,321+10%$6.1M$6.7M+$584.1K2026-10-19
Sapient Capital LLC
INCREASED78,74744,043+34,704+79%$3.8M$6.7M+$2.9M2026-10-08
Serenity Investment Advisors
INCREASED78,32177,118+1,203+2%$6.8M$6.7M-$109.8K2026-10-30
Chicago Partners Investment Group LLC
INCREASED78,04775,181+2,866+4%$6.3M$6.4M+$154.5K2026-10-27
Mustard Seed Financial, LLC
DECREASED77,99579,024-1,029-1%$6.8M$6.6M-$129.4K2026-10-30
MGO One Seven LLC
INCREASED77,66573,687+3,978+5%$6.3M$6.6M+$298.9K2026-10-28
Shepherd Financial Partners LLC
UNCHANGED77,18377,18300%$6.6M$6.6M-$40.9K2026-11-03
San Luis Wealth Advisors LLC
DECREASED76,084123,273-47,189-38%$10.5M$6.5M-$4.1M2026-10-27
HUB Investment Partners, LLC
INCREASED75,50049,689+25,811+52%$4.2M$6.4M+$2.2M2026-11-03
Sigma Planning Corp
INCREASED75,29875,177+121+0%$6.4M$6.4M-$42.7K2026-10-23
Bokf, NA
INCREASED75,27975,021+258+0%$6.4M$6.4M-$17.8K2026-10-27
Park Avenue Securities LLC
INCREASED75,21968,420+6,799+10%$5.8M$6.4K-$5.8M2026-10-26
Genesis Private Wealth, LLC
INCREASED75,20875,071+137+0%$6.4M$6.4M-$28.2K2026-11-02
Sage Investment Advisers LLC
INCREASED75,15569,056+6,099+9%$5.9M$6.4M+$481.5K2026-10-21
Tandem Investment Partners LLC
DECREASED75,12275,973-851-1%$6.5M$6.4M-$112.6K2026-10-16
Modera Wealth Management, LLC
INCREASED75,03663,043+11,993+19%$5.4M$6.4M+$985.5K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED74,86674,432+434+1%$6.4M$6.4M-$2.5K2026-10-26
Catalyst Private Wealth, LLC
DECREASED74,30674,343-370%$6.4M$6.3M-$42.5K2026-10-13
LifeWealth Investments, LLC
INCREASED74,23245,650+28,582+63%$3.9M$6.3M+$2.4M2026-10-21
Financial Architects, LLC
INCREASED73,24071,385+1,855+3%$6.1M$6.2M+$119.8K2026-10-13
McAlister, Sweet & Associates, Inc.
INCREASED72,88371,115+1,768+2%$6.1M$6.2M+$112.5K2026-10-07
AdvisorNet Financial, Inc
INCREASED71,92270,251+1,671+2%$6.0M$6.0M+$5.4K2026-10-15
Facet Wealth, Inc.
INCREASED71,81767,270+4,547+7%$5.8M$6.1M+$350.7K2026-11-04
Selective Wealth Management, Inc.
INCREASED71,66560,233+11,432+19%$5.0M$6.0M+$986.8K2026-10-16
Valpey Financial Services, LLC
DECREASED71,36872,145-777-1%$6.2M$6.1M-$104.2K2026-10-30
Roger Wittlin Investment Advisory, LLC
DECREASED70,91575,348-4,433-6%$6.4M$6.0M-$416.6K2026-10-19
Arista Wealth Management, LLC
DECREASED68,03669,202-1,166-2%$5.9M$5.8M-$135.7K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED66,48565,358+1,127+2%$5.5M$5.6M+$47.3K2026-10-21
Leelyn Smith, LLC
INCREASED66,42358,797+7,626+13%$5.0M$5.6M+$616.7K2026-11-03
Fifth Third Securities, Inc.
INCREASED65,79651,326+14,470+28%$4.4M$5.6M+$1.2M2026-10-21
Warwick Investment Management, Inc.
DECREASED65,66267,777-2,115-3%$5.8M$5.6M-$215.6K2026-10-19
Eclectic Associates Inc
INCREASED65,61165,608+30%$5.6M$5.6M-$34.6K2026-10-09
Sagace Wealth Management LLC
INCREASED65,39863,821+1,577+2%$5.5M$5.6M+$100.2K2026-10-28
WoodTrust Financial Corp
DECREASED64,55965,411-852-1%$5.6M$5.5K-$5.6M2026-10-09
Crescent Grove Advisors, LLC
INCREASED64,37463,203+1,171+2%$5.4M$5.5M+$66.1K2026-10-21
Bank of New York Mellon Corp
DECREASED64,26666,946-2,680-4%$5.7M$5.5M-$263.1K2026-11-05
Scott & Selber, Inc.
DECREASED63,29869,435-6,137-9%$5.9M$5.4M-$558.2K2026-10-21
Sterling Wealth Management, Inc.
DECREASED63,28764,216-929-1%$5.5M$5.4M-$113.0K2026-10-23
Diversify Advisory Services, LLC
INCREASED61,15454,067+7,087+13%$4.5M$5.1M+$596.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED61,15454,067+7,087+13%$4.5M$5.1M+$596.9K2026-10-20
Diversified Management Inc
INCREASED61,15060,500+650+1%$5.2M$5.2M+$23.1K2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED61,12760,420+707+1%$5.2M$5.2M+$28.1K2026-10-23
Financial Symmetry Inc
INCREASED61,04261,014+28+0%$5.2M$5.2M-$30.0K2026-10-06
NBT Bank, N.A.
UNCHANGED60,98560,98500%$5.2M$5.2M-$32.3K2026-10-21
Davenport & Co LLC
INCREASED60,92347,915+13,008+27%$4.1M$5.2M+$1.1M2026-10-14
Cascade Investment Group, Inc.
INCREASED60,60157,441+3,160+6%$4.9M$5.1M+$238.0K2026-10-13
BIP Wealth, LLC
INCREASED60,50558,847+1,658+3%$5.0M$5.1M+$109.6K2026-10-22
Revolve Wealth Partners, LLC
INCREASED59,84259,570+272+0%$5.1M$5.1M-$8.4K2026-10-23
Pinnacle Associates LTD
DECREASED59,51161,762-2,251-4%$5.3M$5.1M-$224.0K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED59,25854,796+4,462+8%$4.7M$5.0M+$350.0K2026-11-04
Hoxton Planning & Management, LLC
DECREASED58,27362,286-4,013-6%$5.3M$5.0M-$374.0K2026-10-15
Joel Adams & Associates, Inc.
INCREASED58,26657,874+392+1%$4.9M$5.0M+$2.6K2026-11-02
Trinity Wealth Management, LLC
INCREASED57,98757,183+804+1%$4.9M$4.9M+$38.0K2026-10-13
Linscomb Wealth, Inc.
DECREASED57,67960,716-3,037-5%$5.2M$4.9M-$290.2K2026-11-05
Valeo Financial Advisors, LLC
DECREASED57,48157,817-336-1%$4.9M$4.9M-$59.2K2026-10-08
Gradient Capital Advisors, LLC
DECREASED55,82156,214-393-1%$4.8M$4.7M-$63.1K2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED55,44747,754+7,693+16%$4.1M$4.7M+$628.2K2026-10-27
Perigon Wealth Management, LLC
DECREASED54,04455,785-1,741-3%$4.8M$4.6M-$177.5K2026-10-22
Cushing Capital Partners, LLC
INCREASED52,98650,464+2,522+5%$4.3M$4.5M+$187.5K2026-10-20
Bath Savings Trust Co
INCREASED52,63349,830+2,803+6%$4.3M$4.5M+$211.7K2026-10-07
Bricktown Capital, LLC
UNCHANGED52,58352,58300%$4.5M$4.5M-$27.9K2026-10-13
Principle Wealth Partners LLC
INCREASED52,49450,666+1,828+4%$4.3M$4.5M+$128.5K2026-11-02
Mather Group, Llc.
DECREASED52,43952,891-452-1%$4.5M$4.5M-$66.4K2026-10-14
Axxcess Wealth Management, LLC
DECREASED52,401100,477-48,076-48%$8.6M$4.5M-$4.1M2026-10-21
BridgePort Financial Solutions, LLC
INCREASED51,73451,253+481+1%$4.4M$4.4M+$13.7K2026-11-02
Smith & Howard Wealth Management, LLC
INCREASED50,96549,507+1,458+3%$4.2M$4.3M+$97.6K2026-10-27
Lynch & Associates
DECREASED50,42650,868-442-1%$4.3M$4.3M-$64.5K2026-10-13
Traynor Capital Management, Inc.
INCREASED50,22240,512+9,710+24%$3.5M$4.3M+$803.5K2026-10-29
Advisory Solutions Group, LLC
INCREASED49,84046,363+3,477+8%$4.0M$4.2M+$270.8K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED49,49851,771-2,273-4%$4.4M$4.2M-$220.5K2026-10-23
Caliber Wealth Management, LLC / KS
DECREASED49,16353,220-4,057-8%$4.5M$4.2M-$372.9K2026-11-04
Mission Wealth Management, LP
DECREASED49,010118,123-69,113-59%$10.1M$4.2M-$5.9M2026-10-15
SBI Securities Co., Ltd.
DECREASED47,63248,200-568-1%$4.1M$4.0M-$73.8K2026-10-22
Trek Financial, LLC
INCREASED47,40644,719+2,687+6%$3.8M$4.0M+$204.6K2026-10-29
Westside Investment Management, Inc.
INCREASED47,25446,733+521+1%$4.0M$4.0M+$19.6K2026-11-02
Columbia Asset Management
DECREASED46,91653,920-7,004-13%$4.6M$4.0M-$623.7K2026-10-19
Winter & Associates, Inc.
DECREASED46,56848,610-2,042-4%$4.2M$3.9M-$256.1K2026-10-23
Titleist Asset Management, LLC
INCREASED46,55336,995+9,558+26%$3.2M$4.0M+$792.4K2026-10-08
CRA Financial Services, LLC
INCREASED46,51844,773+1,745+4%$3.8M$4.0M+$124.5K2026-10-16
CWA Asset Management Group, LLC
INCREASED46,08127,742+18,339+66%$2.4M$3.9M+$1.5M2026-10-19
Good Harbor Advisors, Inc.
INCREASED46,04944,057+1,992+5%$3.8M$3.9M+$145.9K2026-10-20
Clear Creek Financial Management, LLC
INCREASED45,69619,989+25,707+129%$1.7M$3.9M+$2.2M2026-10-28
Penney Financial, LLC
INCREASED44,95042,475+2,475+6%$3.6M$3.8M+$187.8K2026-10-20
Cypress Point Wealth Management, LLC
DECREASED44,62244,625-30%$3.8M$3.8M-$23.9K2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED44,58644,58600%$3.8M$3.7M-$91.8K2026-10-22
Washington Trust Bank
DECREASED44,51745,186-669-1%$3.9M$3.8M-$80.8K2026-11-03
OmniStar Financial Group, Inc.
INCREASED44,22235,636+8,586+24%$3.0M$3.8M+$710.5K2026-10-26
Fort Henry Capital, LLC
INCREASED44,08241,987+2,095+5%$3.6M$3.7M+$155.7K2026-10-22
Sunpointe, LLC
INCREASED43,61642,279+1,337+3%$3.6M$3.7M+$91.2K2026-10-22
Old Peak Finance LLC
INCREASED43,51643,448+68+0%$3.7M$3.7M-$17.3K2026-11-02
Beacon Advisors Holdings, LLC
INCREASED43,40543,347+58+0%$3.7M$3.7M-$18.1K2026-10-27
Canvas Wealth Advisors, LLC
DECREASED43,33543,390-550%$3.7M$3.6M-$84.4K2026-11-02
Value Investment Professionals, LLC
NEW43,109—+43,109——$3.7M—2026-10-13
Ritholtz Wealth Management
INCREASED42,50834,747+7,761+22%$3.0M$3.6M+$641.0K2026-11-05
Cacti Asset Management LLC
UNCHANGED42,39242,39200%$3.6M$3.6M+$1.3K2026-10-01
Clark Asset Management, LLC
DECREASED41,66543,172-1,507-3%$3.7M$3.5M-$151.0K2026-10-19
Choreo, LLC
INCREASED41,66434,718+6,946+20%$3.0M$3.5M+$571.7K2026-10-28
RFG Advisory, LLC
DECREASED41,47155,277-13,806-25%$4.7M$3.5M-$1.2M2026-11-03
Patriot Investment Management Group, Inc.
INCREASED41,44041,422+18+0%$3.5M$3.5M-$20.4K2026-10-15
Financial Planning Hawaii, Inc.
INCREASED41,41540,719+696+2%$3.5M$3.5M+$37.6K2026-10-13
Upper Left Wealth Management, LLC
INCREASED41,37138,607+2,764+7%$3.3M$3.5M+$214.4K2026-10-14
Advisors Management Group Inc
INCREASED40,97840,805+173+0%$3.5M$3.5K-$3.5M2026-11-05
Vilga Financial Planning LLC
INCREASED40,86439,561+1,303+3%$3.4M$3.5M+$89.7K2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
INCREASED40,85530,569+10,286+34%$2.6M$3.5M+$857.7K2026-10-15
Alhambra Investment Management LLC
DECREASED40,59440,832-238-1%$3.5M$3.4M-$41.8K2026-10-15
Central Pacific Bank - Trust Division
DECREASED40,49341,498-1,005-2%$3.5M$3.4M-$107.4K2026-10-06
Signature Estate & Investment Advisors LLC
INCREASED39,69537,275+2,420+6%$3.2M$3.4M+$185.8K2026-10-13
Gibraltar Capital Management, Inc.
INCREASED39,62939,619+10+0%$3.4M$3.4M-$20.1K2026-10-27
Sicart Associates LLC
UNCHANGED39,32639,32600%$3.4M$3.3M-$81.0K2026-10-29
Asset Advisory Group, Inc.
INCREASED39,29836,219+3,079+9%$3.1M$3.3M+$242.3K2026-10-20
Cornerstone Planning, LLC
INCREASED38,88638,604+282+1%$3.3M$3.3M+$18.0K2026-10-27
Integrity Alliance, Llc.
INCREASED38,50629,656+8,850+30%$2.5M$3.3M+$736.1K2026-10-29
Gold Investment Management Ltd.
INCREASED38,41238,098+314+1%$3.3M$3.3M+$6.5K2026-10-19
Frank, Rimerman Advisors LLC
INCREASED38,23438,233+10%$3.3M$3.2M-$20.3K2026-10-16
Accredited Investors Inc.
DECREASED38,08342,307-4,224-10%$3.6M$3.2M-$381.3K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED37,87634,153+3,723+11%$2.9M$3.2M+$298.2K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED37,71535,849+1,866+5%$3.0M$3.2M+$128.3K2026-10-13
Apollon Wealth Management, LLC
INCREASED37,66227,119+10,543+39%$2.3M$3.2M+$881.4K2026-10-23
Retirement Guys Formula LLC
DECREASED37,18137,183-20%$3.2M$3.2M-$19.9K2026-10-26
Armstrong Advisory Group, Inc
INCREASED37,13735,467+1,670+5%$3.0M$3.2M+$123.1K2026-10-09
Keybank National Association
INCREASED37,12828,219+8,909+32%$2.4M$3.2M+$742.0K2026-11-04
Culbertson A N & Co Inc
DECREASED36,75537,010-255-1%$3.2M$3.1M-$41.3K2026-10-21
Turning Point Benefit Group, Inc.
INCREASED36,43633,416+3,020+9%$2.8M$3.1M+$242.7K2026-10-28
Waldron Private Wealth LLC
INCREASED36,31234,981+1,331+4%$3.0M$3.1M+$94.6K2026-11-02
Brandywine OAK Private Wealth LLC
INCREASED36,00235,996+6+0%$3.1M$3.1M-$18.6K2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED35,92541,274-5,349-13%$3.5M$3.1M-$476.4K2026-11-02
Carroll Advisory Group, LLC
DECREASED35,90435,972-680%$3.1M$3.1M-$24.9K2026-10-16
Pacific Park Financial, Inc.
INCREASED35,78632,055+3,731+12%$2.7M$3.0M+$300.0K2026-10-13
Fiduciary Financial Group, LLC
INCREASED35,24535,191+54+0%$3.0M$3.0M-$14.0K2026-10-13
Woodside Wealth Management LLC
INCREASED34,84033,861+979+3%$2.9M$3.0M+$65.2K2026-10-16
Chicago Capital, LLC
INCREASED34,80923,916+10,893+46%$2.0M$3.0M+$912.8K2026-10-13
Hardin Capital Partners, LLC
INCREASED34,66228,077+6,585+23%$2.4M$2.9M+$542.8K2026-10-09
Howard Wealth Management, LLC
DECREASED34,56634,587-210%$3.0M$2.9M-$20.2K2026-10-28
Regions Financial Corp
INCREASED34,49430,178+4,316+14%$2.6M$2.9M+$350.7K2026-11-05
Everhart Financial Group, Inc.
DECREASED34,46236,356-1,894-5%$3.1M$2.9M-$180.2K2026-10-08
Prospera Financial Services Inc
INCREASED33,93027,550+6,380+23%$2.4M$2.8M+$439.8K2026-11-04
Plancorp, LLC
DECREASED33,88537,431-3,546-9%$3.1M$2.8M-$344.9K2026-11-03
Portside Wealth Group, LLC
INCREASED33,80330,072+3,731+12%$2.6M$2.9M+$301.1K2026-10-20
Milestone Investment Advisors LLC
INCREASED33,59330,106+3,487+12%$2.6M$2.9M+$280.3K2026-11-05
Kathmere Capital Management, LLC
INCREASED33,53833,219+319+1%$2.8M$2.8M+$9.4K2026-10-20
Essex LLC
INCREASED32,58826,319+6,269+24%$2.3M$2.8M+$518.7K2026-10-14
Roof Eidam Maycock Peralta, LLC
INCREASED32,49931,954+545+2%$2.7M$2.8M+$29.4K2026-10-15
Family Investment Center, Inc.
DECREASED32,37932,390-110%$2.8M$2.8M-$18.0K2026-10-19
Brady Martz Wealth Solutions, LLC
DECREASED31,99632,987-991-3%$2.8M$2.7M-$101.7K2026-11-05
Collective Family Office LLC
DECREASED31,60732,540-933-3%$2.8M$2.7M-$96.5K2026-10-05
Human Investing LLC
INCREASED31,29031,262+28+0%$2.7M$2.7M-$14.2K2026-10-19
Unify Financial Advisors
INCREASED31,18930,333+856+3%$2.6M$2.6M+$56.6K2026-11-03
Wise Wealth Partners
INCREASED30,90928,765+2,144+7%$2.5M$2.6M+$166.9K2026-10-14
Bluestem Financial Advisors, LLC
INCREASED30,35030,144+206+1%$2.6M$2.6M+$1.5K2026-10-20
Midwest Trust Co
INCREASED30,26512,896+17,369+135%$1.1M$2.6M+$1.5M2026-10-22
Sovran Advisors, LLC
INCREASED30,23122,610+7,621+34%$1.9M$2.5M+$666.0K2026-11-02
Avalon Advisory Group
DECREASED29,84830,045-197-1%$2.6M$2.5M-$32.7K2026-10-20
SilverOak Wealth Management LLC
DECREASED29,83130,133-302-1%$2.6M$2.5M-$41.7K2026-10-29
Aspiriant, LLC
INCREASED29,1469,982+19,164+192%$853.6K$2.5M+$1.6M2026-10-16
Lynch Asset Management, Inc.
UNCHANGED28,65028,65000%$2.4M$2.4M-$15.2K2026-10-28
Walker Financial Services, Inc.
DECREASED28,64937,346-8,697-23%$3.2M$2.4M-$758.6K2026-10-26
KFA Private Wealth Group, LLC
INCREASED28,33628,326+10+0%$2.4M$2.4M-$14.2K2026-10-07
Cyndeo Wealth Partners, LLC
DECREASED28,32328,984-661-2%$2.5M$2.4M-$71.5K2026-10-16
Cullen T Bankers, Inc.
DECREASED28,13640,613-12,477-31%$3.5M$2.4M-$1.1M2026-10-28
Pension & Wealth Management Advisors, Inc.
DECREASED28,04328,993-950-3%$2.5M$2.4M-$96.1K2026-10-16
Hyposwiss Advisors SA
UNCHANGED27,95627,95600%$2.4M$2.4M-$14.8K2026-10-26
Fonville Wealth Management LLC
INCREASED27,81419,905+7,909+40%$1.7M$2.4M+$661.4K2026-10-28
Wesbanco Bank Inc
INCREASED27,68225,526+2,156+8%$2.2M$2.4M+$169.6K2026-11-04
Lanark Financial, Inc.
INCREASED27,67327,313+360+1%$2.3M$2.4M+$16.0K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED27,62223,439+4,183+18%$2.0M$2.3M+$343.0K2026-10-08
Innovative Wealth Building LLC
INCREASED27,60915,509+12,100+78%$1.3M$2.3M+$1.0M2026-10-14
Sendero Wealth Management, LLC
DECREASED27,30331,097-3,794-12%$2.7M$2.3M-$338.8K2026-10-14
Private Trust Co NA
DECREASED27,24427,592-348-1%$2.4M$2.3M-$44.2K2026-10-20
KCM Investment Advisors LLC
INCREASED27,21619,175+8,041+42%$1.6M$2.3M+$673.0K2026-10-27
Rolek Wealth Management LLC
INCREASED27,13019,924+7,206+36%$1.7M$2.3M+$601.7K2026-10-21
Capital Wealth Alliance, LLC
INCREASED26,90116,433+10,468+64%$1.4M$2.3M+$880.7K2026-10-20
Seed Wealth Management, Inc.
DECREASED26,80130,729-3,928-13%$2.6M$2.3M-$350.0K2026-10-20
Parsons Capital Management Inc
INCREASED26,63423,570+3,064+13%$2.0M$2.3M+$247.9K2026-10-28
HBW Advisory Services LLC
INCREASED26,60522,482+4,123+18%$1.9M$2.3M+$338.3K2026-10-15
SAX Wealth Advisors, LLC
DECREASED26,52554,325-27,800-51%$4.2M$2.3M-$1.9M2026-10-13
Hopwood Financial Services, Inc.
INCREASED26,34415,069+11,275+75%$1.3M$2.2M+$949.9K2026-10-29
Flagstar Securities, Inc
DECREASED26,28226,438-156-1%$2.3M$2.2M-$27.3K2026-10-15
Retirement Planning Group, LLC
DECREASED26,25730,152-3,895-13%$2.6M$2.2M-$346.9K2026-10-19
Ares Financial Consulting, LLC
DECREASED26,23932,037-5,798-18%$2.7M$2.2M-$509.6K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED26,11426,113+10%$2.2M$2.2M-$13.8K2026-10-26
Retirement Investment Advisors, Inc.
UNCHANGED26,10126,10100%$2.2M$2.2M+$30.7K2026-10-22
DSG Capital Advisors, LLC
UNCHANGED25,72525,72500%$2.2M$2.2M+$7.7K2026-11-05
Affiance Financial, LLC
INCREASED25,69225,331+361+1%$2.2M$2.2M+$17.3K2026-10-15
Successful Portfolios LLC
DECREASED25,52025,642-1220%$2.2M$2.2M+$5.1K2026-10-09
West Financial Advisors, LLC
DECREASED25,50726,224-717-3%$2.2M$2.2M-$74.8K2026-10-22
Legacy Bridge, LLC
DECREASED25,48425,534-500%$2.2M$2.2M-$17.8K2026-10-28
SwitchPoint Financial Planning, LLC
DECREASED25,42234,614-9,192-27%$3.0M$2.2M-$799.3K2026-11-02
Creekside Partners
INCREASED25,40225,088+314+1%$2.1M$2.2M+$13.5K2026-11-04
Family Wealth Partners, LLC
DECREASED25,36525,639-274-1%$2.2M$2.2M-$36.9K2026-10-20
Duncker Streett & Co Inc
DECREASED25,36425,591-227-1%$2.2M$2.2M-$32.8K2026-10-27
Steele Capital Management, Inc.
DECREASED25,01534,055-9,040-27%$2.9M$2.1M-$786.2K2026-11-02
Innova Wealth Partners
INCREASED24,64213,581+11,061+81%$1.2M$2.1M+$932.6K2026-10-21
Almanack Investment Partners, Llc.
INCREASED24,39820,228+4,170+21%$1.7M$2.1M+$343.6K2026-11-03
Compound Planning, Inc.
INCREASED24,36821,111+3,257+15%$1.8M$2.1M+$265.5K2026-11-05
Olio Financial Planning
UNCHANGED24,31524,31500%$2.1M$2.1M-$12.9K2026-10-22
Hudock, Inc.
INCREASED24,28622,673+1,613+7%$1.9M$2.1M+$125.0K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED24,17521,974+2,201+10%$1.9M$2.1M+$175.4K2026-11-05
FSA Investment Group, LLC
INCREASED24,08421,659+2,425+11%$1.9M$2.0M+$194.5K2026-10-07
Citizens Financial Group Inc
INCREASED24,08123,263+818+4%$2.0M$2.0M+$57.1K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED24,03531,007-6,972-22%$2.7M$2.0M-$608.8K2026-10-30
Arlington Trust Co LLC
INCREASED23,99821,998+2,000+9%$1.9M$2.0M+$158.3K2026-10-20
Absolute Capital Management, LLC
INCREASED23,64323,336+307+1%$2.0M$2.0M+$13.7K2026-10-16
CoreCap Advisors, LLC
DECREASED23,47225,688-2,216-9%$2.2M$2.0M-$201.8K2026-10-08
Apollon Financial, LLC
DECREASED23,46025,017-1,557-6%$2.1M$2.0M-$145.6K2026-10-23
Forum Financial Management, LP
INCREASED23,38019,623+3,757+19%$1.7M$2.0M+$308.8K2026-10-16
Levin Capital Strategies, L.P.
INCREASED23,29813,986+9,312+67%$1.2M$2.0M+$783.7K2026-11-02
Tabr Capital Management, LLC
INCREASED23,02622,537+489+2%$1.9M$2.0M+$29.6K2026-10-20
True Private Wealth Advisors
DECREASED22,94222,992-500%$2.0M$1.9M-$16.4K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED22,84824,282-1,434-6%$2.1M$1.9M-$134.7K2026-11-04
Meridian Wealth Management, LLC
INCREASED22,81121,939+872+4%$1.9M$1.9M+$62.5K2026-11-05
Quadrant Private Wealth Management, LLC
NEW22,810—+22,810——$1.9M—2026-11-04
Cannon Financial Strategists, Inc.
DECREASED22,78322,838-550%$2.0M$1.9M-$16.8K2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED22,58622,58600%$1.9M$1.9M-$12.0K2026-10-27
Flower City Capital
INCREASED22,45522,257+198+1%$1.9M$1.9M+$5.0K2026-10-15
Certior Financial Group, LLC
DECREASED22,31522,501-186-1%$1.9M$1.9M-$27.7K2026-10-19
BCS Wealth Management
INCREASED22,19922,125+74+0%$1.9M$1.9M-$5.5K2026-11-03
Embree Financial Group
INCREASED22,0613,761+18,300+487%$321.5K$1.9M+$1.6M2026-10-22
FWG Investments, Llc.
INCREASED21,98714,979+7,008+47%$1.3M$1.9M+$587.5K2026-11-03
Confluence Wealth Services, Inc.
DECREASED21,68736,048-14,361-40%$3.1M$1.8M-$1.2M2026-11-05
North Capital, Inc.
INCREASED21,65721,607+50+0%$1.8M$1.8M-$16.3K2026-10-16
First Community Trust NA
INCREASED21,59718,458+3,139+17%$1.6M$1.8M+$256.9K2026-10-07
Indivisible Partners
INCREASED21,51121,073+438+2%$1.8M$1.8M+$26.1K2026-10-26
Iron Financial LLC
INCREASED21,34121,312+29+0%$1.8M$1.8M-$8.8K2026-10-23
Flywheel Private Wealth LLC
INCREASED21,34021,305+35+0%$1.8M$1.8M-$8.3K2026-11-02
Bradley & Co. Private Wealth Management, LLC
DECREASED21,09421,558-464-2%$1.8M$1.8M-$50.8K2026-10-23
Capital City Trust Co
INCREASED21,02920,599+430+2%$1.8M$1.8M+$25.6K2026-10-22
Reality Financial Planning Services, LLC
INCREASED20,93817,781+3,157+18%$1.5M$1.8M+$258.8K2026-11-03
Zenith Solutions, Inc.
INCREASED20,62319,659+964+5%$1.7M$1.8M+$71.5K2026-10-19
Maseco LLP
INCREASED20,48015,472+5,008+32%$1.3M$1.7M+$416.7K2026-10-27
Unique Wealth, LLC
UNCHANGED20,41420,41400%$1.7M$1.7M-$10.8K2026-10-16
United Financial Planning Group LLC
INCREASED20,41220,403+9+0%$1.7M$1.7M-$10.0K2026-11-04
Winnacle Wealth LLC
NEW20,289—+20,289——$1.7M—2026-10-15
First City Capital Management, Inc.
INCREASED20,21117,049+3,162+19%$1.5M$1.7M+$259.6K2026-10-27
Novem Group
INCREASED20,06020,035+25+0%$1.7M$1.7M-$8.5K2026-10-19
Cogent Strategic Wealth LLC
UNCHANGED20,03320,03300%$1.7M$1.7M-$10.6K2026-10-22
Cora Capital Advisors LLC
INCREASED19,98019,972+8+0%$1.7M$1.7M-$9.9K2026-11-02
DeDora Capital, Inc.
UNCHANGED19,93019,93000%$1.7M$1.7M-$10.6K2026-10-26
M Holdings Securities, Inc.
NEW19,559—+19,559——$1.6K—2026-11-03
Ellis Investment Partners, LLC
INCREASED19,54019,007+533+3%$1.6M$1.7M+$35.2K2026-10-21
Calamos Wealth Management LLC
INCREASED19,49919,470+29+0%$1.7M$1.7M-$7.8K2026-11-02
Florida Trust Wealth Management Co
INCREASED19,49314,261+5,232+37%$1.2M$1.7M+$437.0K2026-11-05
Greenspring Advisors, LLC
INCREASED19,4886,873+12,615+184%$587.6K$1.7M+$1.1M2026-11-05
Gridiron Partners, LLC
UNCHANGED19,46719,46700%$1.7M$1.7M-$10.3K2026-10-08
Carolina Wealth Management Inc
DECREASED19,33519,925-590-3%$1.7M$1.6M-$60.7K2026-10-29
Ethic Inc.
INCREASED19,29411,904+7,390+62%$1.0M$1.6M+$621.5K2026-11-03
Ocean Park Asset Management, LLC
DECREASED19,26219,308-460%$1.7M$1.6M-$14.1K2026-10-21
Exchange Traded Concepts, LLC
DECREASED19,26219,308-460%$1.7M$1.6M-$14.1K2026-10-28
Cambridge Advisors Inc.
DECREASED19,06821,408-2,340-11%$1.8M$1.6M-$210.2K2026-10-19
DecisionPoint Financial, LLC
UNCHANGED19,02819,02800%$1.6M$1.6M-$1.3K2026-10-27
Ascent Group, LLC
DECREASED19,02420,470-1,446-7%$1.7M$1.6M-$133.7K2026-10-30
NorthLanding Financial Partners, LLC
DECREASED18,95818,969-110%$1.6M$1.6M-$11.0K2026-10-15
Alliance Wealth Advisors, LLC
DECREASED18,89219,954-1,062-5%$1.7M$1.6M-$100.8K2026-10-28
Leo Wealth, LLC
NEW18,850—+18,850——$1.6M—2026-10-26
Silver Grove Financial Group, Inc.
INCREASED18,81816,210+2,608+16%$1.4M$1.6M+$213.0K2026-11-05
Certuity, LLC
INCREASED18,74112,386+6,355+51%$1.1M$1.6M+$533.4K2026-11-02
Verdence Capital Advisors LLC
INCREASED18,60218,537+65+0%$1.6M$1.6M-$4.2K2026-10-26
Advisor OS, LLC
INCREASED18,55617,408+1,148+7%$1.5M$1.6M+$88.3K2026-11-03
Blueprint Financial Advisors LLC
NEW18,387—+18,387——$1.6M—2026-10-28
BLB&B Advisors, LLC
DECREASED18,35118,751-400-2%$1.6M$1.6M-$43.9K2026-10-27
StoneX Group Inc.
DECREASED18,24924,488-6,239-25%$2.1M$1.6M-$539.4K2026-11-03
Thrivent Financial for Lutherans
DECREASED18,14822,225-4,077-18%$1.9M$1.5K-$1.9M2026-11-05
DT Investment Partners, LLC
INCREASED18,05017,079+971+6%$1.5M$1.5M+$73.4K2026-10-27
SC&H Financial Advisors, Inc.
INCREASED17,91614,434+3,482+24%$1.2M$1.5M+$288.2K2026-10-14
Blankinship & Foster, LLC
DECREASED17,80617,843-370%$1.5M$1.5M-$12.7K2026-10-19
Trueblood Wealth Management, LLC
INCREASED17,74716,567+1,180+7%$1.4M$1.5M+$91.5K2026-10-23
WealthPlan Investment Management, LLC
INCREASED17,61016,900+710+4%$1.4M$1.5M+$51.3K2026-10-15
Donalies Financial Planning, LLC
INCREASED17,60717,529+78+0%$1.5M$1.5M-$2.7K2026-10-19
Armbruster Capital Management, Inc.
INCREASED17,5814,731+12,850+272%$404.5K$1.5M+$1.1M2026-10-19
Calder Financial LLC
DECREASED17,56918,496-927-5%$1.6M$1.5M-$88.6K2026-10-13
Kaydan Wealth Management, Inc.
DECREASED17,55318,380-827-4%$1.6M$1.5M-$79.9K2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED17,51914,927+2,592+17%$1.3M$1.5M+$212.4K2026-10-29
Sanchez Gaunt Capital Management, LLC
INCREASED17,39816,513+885+5%$1.4M$1.5M+$66.4K2026-11-03
Seamount Financial Group Inc
INCREASED17,18614,873+2,313+16%$1.3M$1.5M+$188.6K2026-10-21
Creative Financial Designs Inc
INCREASED17,13212,494+4,638+37%$1.1M$1.5M+$387.5K2026-11-04
Entrust Financial LLC
DECREASED17,08517,128-430%$1.5M$1.5M-$12.7K2026-11-04
Liberty Capital Management, Inc.
INCREASED17,07215,053+2,019+13%$1.3M$1.5M+$163.6K2026-11-02
Cottage Street Advisors LLC
INCREASED16,9669,333+7,633+82%$797.9K$1.4M+$643.6K2026-10-19
Gibbs Wealth Management
INCREASED16,9106,695+10,215+153%$572.4K$1.4M+$864.3K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED16,73314,975+1,758+12%$1.3M$1.4M+$141.4K2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED16,71516,728-130%$1.4M$1.4M-$10.0K2026-10-22
Hall Laurie J Trustee
UNCHANGED16,62916,62900%$1.4M$1.4M-$8.8K2026-10-06
Pacifica Partners Inc.
INCREASED16,3163,082+13,234+429%$261.5K$1.4M+$1.1M2026-10-09
Retirement Financial Solutions, LLC
INCREASED16,22616,196+30+0%$1.4M$1.4M-$6.1K2026-10-20
FC Advisory LLC
INCREASED16,05111,689+4,362+37%$999.3K$1.4M+$364.4K2026-10-05
Lmcg Investments, LLC
INCREASED16,04215,414+628+4%$1.3M$1.4M+$45.2K2026-10-21
Nations Financial Group Inc,
DECREASED15,91216,519-607-4%$1.4M$1.4M-$60.3K2026-11-05
Foster Victor Wealth Advisors, LLC
NEW15,899—+15,899——$1.3M—2026-10-21
Pinnacle Financial Group, LLC / IL
INCREASED15,81015,785+25+0%$1.3M$1.3M-$6.2K2026-10-29
Lebenthal Global Advisors, LLC
INCREASED15,59115,497+94+1%$1.3M$1.3M-$2562026-10-28
Investment Research & Advisory Group, Inc.
DECREASED15,57915,732-153-1%$1.3M$1.3M-$21.3K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED15,38815,38800%$1.3M$1.3M$02026-10-28
Nvwm, LLC
DECREASED15,34317,206-1,863-11%$1.5M$1.3M-$167.3K2026-10-14
Aufman Associates Inc
INCREASED15,32515,298+27+0%$1.3M$1.3M-$5.8K2026-11-04
Lpwm LLC
INCREASED15,07213,545+1,527+11%$1.2M$1.3M+$122.6K2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED15,06515,06500%$1.3M$1.3M$02026-11-03
Blue Trust, Inc.
INCREASED15,06314,912+151+1%$1.3M$1.3M+$4.9K2026-10-15
Macroview Investment Management LLC
INCREASED15,01614,995+21+0%$1.3M$1.3M-$6.1K2026-10-26
HRC Wealth Management, LLC
INCREASED14,97214,568+404+3%$1.2M$1.3M+$26.6K2026-10-16
Bryant Woods Investment Advisors, LLC
UNCHANGED14,93714,93700%$1.3M$1.3M-$7.9K2026-10-26
Phillip James Consulting Co.
UNCHANGED14,93214,93200%$1.3M$1.3M-$7.9K2026-11-03
Financial Security Advisor, Inc.
NEW14,843—+14,843——$1.3M—2026-11-03
Providence First Trust Co
INCREASED14,82111,349+3,472+31%$970.2K$1.3M+$289.0K2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED14,80814,117+691+5%$1.2M$1.3M+$51.2K2026-10-23
Uptick Partners, LLC
INCREASED14,5859,275+5,310+57%$792.9K$1.2M+$446.2K2026-11-04
Certified Advisory Corp
INCREASED14,40113,738+663+5%$1.2M$1.2M+$49.1K2026-10-29
Vista Investment Partners II, LLC
DECREASED14,38315,403-1,020-7%$1.3M$1.2M-$94.8K2026-10-15
Procyon Advisors, LLC
DECREASED14,38114,738-357-2%$1.3M$1.2M-$38.2K2026-10-21
Hurley Capital, LLC
DECREASED14,37614,403-270%$1.2M$1.2M-$9.9K2026-11-05
Nabity-Jensen Investment Management Inc
DECREASED14,37415,309-935-6%$1.3M$1.2M-$87.6K2026-10-23
GC Wealth Management RIA, LLC
NEW14,336—+14,336——$1.2M—2026-11-02
Tred Avon Family Wealth, LLC
DECREASED14,29514,470-175-1%$1.2M$1.2M-$22.5K2026-10-20
Morton Brown Family Wealth, LLC
DECREASED14,26614,847-581-4%$1.3M$1.2M-$57.2K2026-10-23
Welch Group, LLC
INCREASED14,23913,239+1,000+8%$1.1M$1.2M+$77.9K2026-10-29
Cardinal Point Capital Management ULC
INCREASED14,23214,229+3+0%$1.2M$1.2M-$7.3K2026-10-21
Glenview Trust Co
INCREASED14,2033,733+10,470+280%$319.1K$1.2M+$887.6K2026-10-28
J.M. Arbour, LLC
INCREASED14,20214,139+63+0%$1.2M$1.2M-$2.1K2026-11-05
Diversified Portfolios, Inc.
DECREASED14,19314,379-186-1%$1.2M$1.2M-$23.4K2026-11-04
Old North State Wealth Management, LLC
DECREASED14,09114,726-635-4%$1.3M$1.2M-$61.7K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED13,85213,85200%$1.2M$1.2M-$7.3K2026-10-13
Koshinski Asset Management, Inc.
INCREASED13,79313,746+47+0%$1.2M$1.2M-$3.4K2026-10-29
Wiser Wealth Management, Inc
DECREASED13,79217,265-3,473-20%$1.5M$1.2M-$304.1K2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED13,55113,55100%$1.2M$1.2M-$7.2K2026-10-21
Ervin Investment Management, LLC
UNCHANGED13,53913,53900%$1.2M$1.2M-$7.2K2026-10-23
Farnam Financial LLC
INCREASED13,51913,508+11+0%$1.2M$1.1M-$26.9K2026-10-21
Pathway Financial Advisers, LLC
INCREASED13,47412,451+1,023+8%$1.1M$1.1M+$80.4K2026-10-27
Stonekeep Investments, LLC
UNCHANGED13,42813,42800%$1.1K$1.1M+$1.1M2026-10-15
Magnus Financial Group LLC
INCREASED13,4256,757+6,668+99%$577.6K$1.1M+$563.0K2026-10-21
Cambridge Financial Group, LLC
UNCHANGED13,32013,32000%$1.1M$1.1M$02026-10-06
Premier Path Wealth Partners, LLC
DECREASED13,28114,873-1,592-11%$1.3M$1.1M-$143.1K2026-10-16
Interchange Capital Partners, LLC
UNCHANGED13,25013,25000%$1.1M$1.1M-$7.0K2026-10-28
Endeavor Private Wealth, Inc.
DECREASED13,21215,665-2,453-16%$1.3M$1.1M-$216.7K2026-11-05
Willow Creek Wealth Management Inc.
INCREASED13,17912,891+288+2%$1.1M$1.1M+$17.6K2026-10-26
Nicholas Wealth, Llc.
INCREASED13,17811,276+1,902+17%$964.0K$1.1M+$155.6K2026-10-26
Oakworth Capital, Inc.
INCREASED13,1683,401+9,767+287%$290.7K$1.1M+$828.0K2026-10-26
Fulton Bank, N.A.
DECREASED13,15513,197-420%$1.1M$1.1M-$10.6K2026-10-14
Sagespring Wealth Partners, LLC
DECREASED13,14714,212-1,065-7%$1.2M$1.1M-$98.0K2026-10-22
High Net Worth Advisory Group LLC
INCREASED13,13513,124+11+0%$1.1M$1.1M-$6.0K2026-10-26
Wealth Architects, LLC
INCREASED13,13112,816+315+2%$1.1M$1.1M+$20.0K2026-11-03
Beacon Financial Advisory LLC
INCREASED12,9166,162+6,754+110%$526.8K$1.1M+$570.6K2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED12,87112,773+98+1%$1.1M$1.1M+$1.5K2026-10-26
Regatta Capital Group, LLC
DECREASED12,84815,264-2,416-16%$1.3M$1.1M-$213.4K2026-10-23
Nixon Peabody Trust Co
DECREASED12,84113,988-1,147-8%$1.2M$1.1M-$104.9K2026-10-23
Annex Advisory Services, LLC
INCREASED12,8292,537+10,292+406%$216.9K$1.1M+$873.1K2026-10-16
Gerber Kawasaki Wealth & Investment Management
DECREASED12,74314,221-1,478-10%$1.2M$1.1M-$133.1K2026-10-29
Gradient Investments LLC
INCREASED12,65211,215+1,437+13%$958.8K$1.1M+$116.2K2026-10-08
Peoples Financial Services Corp.
DECREASED12,47513,259-784-6%$1.1M$1.1M-$73.6K2026-10-20
Veratis Advisors, Inc.
INCREASED12,47112,247+224+2%$1.0M$1.1M+$12.6K2026-11-03
JIM Saulnier & Associates, LLC
INCREASED12,46612,088+378+3%$1.0M$1.1M+$25.7K2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED12,44812,404+44+0%$1.1M$1.1M-$2.9K2026-11-02
Wealth Group Ltd
INCREASED12,38312,264+119+1%$1.0M$1.1M+$9.4K2026-10-07
Northern Lights Advisors, Inc.
UNCHANGED12,28212,28200%$1.0M$1.0M-$6.5K2026-10-21
Blueprint Investment Partners LLC
NEW12,269—+12,269——$1.0M—2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED12,2458,842+3,403+38%$755.9K$1.0M+$284.4K2026-10-27
Imc-Chicago, LLC
INCREASED12,22010,809+1,411+13%$924.1K$1.0M+$114.2K2026-11-05
Bayban
UNCHANGED12,18112,18100%$1.0M$1.0M$02026-11-05
Ridgecrest Wealth Partners, LLC
INCREASED12,16710,278+1,889+18%$878.6K$1.0M+$155.1K2026-10-19
Key Capital Management, Inc
INCREASED12,10812,100+8+0%$1.0M$1.0M-$5.7K2026-11-03
AGF Management LTD
INCREASED11,90510,510+1,395+13%$898.5K$1.0M+$112.9K2026-11-03
Montis Financial, LLC
DECREASED11,74019,007-7,267-38%$1.6M$997.5K-$627.5K2026-11-04
SeaCrest Wealth Management, LLC
INCREASED11,7318,617+3,114+36%$736.7K$996.7K+$260.0K2026-10-21
Great Hill Capital LLC
UNCHANGED11,70611,70600%$1.0M$994.5K-$6.2K2026-10-20
Integrated Advisors Network LLC
DECREASED11,68413,905-2,221-16%$1.2M$992.7K-$196.0K2026-10-20
Thompson Siegel & Walmsley LLC
INCREASED11,62811,250+378+3%$962.0K$988-$961.0K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED11,60712,219-612-5%$1.0M$986.1K-$58.5K2026-10-27
RKL Wealth Management LLC
INCREASED11,56411,479+85+1%$981.3K$982.5K+$1.2K2026-10-16
Traphagen Investment Advisors LLC
DECREASED11,54611,689-143-1%$999.3K$981.0K-$18.3K2026-10-14
SJS Investment Consulting Inc.
UNCHANGED11,50011,50000%$983.1K$977.0K-$6.1K2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED11,321358+10,963+3062%$30.6K$961.8K+$931.2K2026-10-05
McAdam, LLC
DECREASED11,30413,524-2,220-16%$1.2M$960.4K-$195.7K2026-10-21
Palisade Asset Management, LLC
INCREASED11,26511,264+1+0%$963.0K$957.1K-$5.9K2026-11-03
Tennessee Valley Asset Management Partners
DECREASED11,22211,254-320%$962.1K$953.4K-$8.7K2026-11-03
Versant Capital Management, Inc
INCREASED11,199938+10,261+1094%$80.2K$951.4K+$871.3K2026-10-02
Amicus Financial Advisors, LLC
INCREASED11,19411,010+184+2%$941.3K$951.7K+$10.4K2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED11,16511,163+2+0%$954.3K$948.6K-$5.8K2026-10-28
Allegheny Financial Group
INCREASED11,1109,866+1,244+13%$843.4K$943.9K+$100.5K2026-11-05
Essex Bank
NEW11,071—+11,071——$940.6K—2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED11,04711,023+24+0%$942.3K$938.6K-$3.8K2026-10-16
Altfest L J & Co Inc
UNCHANGED11,04611,04600%$944.3K$938.5K-$5.9K2026-10-27
XML Financial, LLC
INCREASED11,0226,767+4,255+63%$578.5K$936.5K+$358.0K2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED10,93711,843-906-8%$1.0M$929.2K-$83.3K2026-10-27
Fulcrum Wealth Advisors, LLC
INCREASED10,8108,967+1,843+21%$766.5K$918.5K+$151.9K2026-10-16
Sheets Smith Wealth Management
UNCHANGED10,73010,73000%$917.3K$911.6K-$5.7K2026-10-16
Ascentis Independent Advisors
NEW10,694—+10,694——$908.7K—2026-11-03
Larson Financial Group LLC
INCREASED10,64810,088+560+6%$862.5K$904.7K+$42.2K2026-11-05
Semitam Bonam LLC
DECREASED10,54710,865-318-3%$928.8K$896.0K-$32.8K2026-10-27
Summit Wealth Group LLC / Co
DECREASED10,54210,736-194-2%$917.8K$895.6K-$22.2K2026-10-29
EdgeRock Capital LLC
INCREASED10,5268,373+2,153+26%$715.8K$894.3K+$178.5K2026-11-03
Eastern Bank
UNCHANGED10,50010,50000%$897.6K$892.1K-$5.6K2026-10-05
Aspire Private Capital, LLC
DECREASED10,49610,848-352-3%$927.4K$891.8K-$35.6K2026-11-05
Verus Capital Partners, LLC
INCREASED10,4108,339+2,071+25%$712.9K$884.4K+$171.6K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED10,3788,186+2,192+27%$698.7K$881.7K+$183.0K2026-10-14
Asset Dedication, LLC
INCREASED10,3607,547+2,813+37%$645.2K$880.2K+$235.0K2026-11-03
Davis Investment Partners, LLC
INCREASED10,3469,771+575+6%$835.3K$879.0K+$43.6K2026-11-05
Capital Investment Advisors, LLC
DECREASED10,33512,162-1,827-15%$1.0M$878.1K-$161.7K2026-10-22
PDS Planning, Inc
INCREASED10,3148,618+1,696+20%$736.7K$876.3K+$139.6K2026-11-03
Gerber, LLC
INCREASED10,30510,302+3+0%$880.7K$875.5K-$5.2K2026-10-21
Sloy Dahl & Holst, LLC
DECREASED10,30010,529-229-2%$900.2K$875.1K-$25.1K2026-10-14
First Command Advisory Services, Inc.
DECREASED10,29911,064-765-7%$945.9K$875.0K-$70.9K2026-11-05
CFS Investment Advisory Services, LLC
INCREASED10,27710,247+30+0%$869.4K$881.8K+$12.4K2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED10,25910,526-267-3%$899.9K$871.6K-$28.3K2026-11-05
Burton Enright Welch
INCREASED10,24010,239+1+0%$875.4K$870.0K-$5.4K2026-11-04
SeaBridge Investment Advisors LLC
NEW10,219—+10,219——$868.2K—2026-11-02
One Day In July LLC
INCREASED10,14710,146+1+0%$867.4K$862.1K-$5.3K2026-10-30
Pinnacle Bancorp, Inc.
INCREASED10,1329,837+295+3%$841.0K$860.9K+$19.9K2026-10-21
Focused Alpha, LLC
INCREASED10,1205,971+4,149+69%$510.4K$859.8K+$349.4K2026-10-20
NTV Asset Management LLC
DECREASED10,08610,298-212-2%$880.4K$857.0K-$23.4K2026-10-23
Crestwood Advisors Group, LLC
INCREASED9,9887,673+2,315+30%$656.0K$848.6K+$192.6K2026-10-27
OAK Family Advisors, LLC
INCREASED9,9519,950+1+0%$850.6K$845.5K-$5.2K2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED9,8139,851-380%$842.2K$833.7K-$8.5K2026-11-03
FCG Investment Co
DECREASED9,7669,832-66-1%$840.5K$829.7K-$10.8K2026-10-13
Klingman & Associates, LLC
DECREASED9,68710,067-380-4%$860.6K$823.0K-$37.6K2026-10-20
HF Advisory Group, LLC
DECREASED9,59111,308-1,717-15%$966.7K$814.9K-$151.8K2026-10-09
Markowski Investments
DECREASED9,5399,789-250-3%$836.8K$810.4K-$26.4K2026-10-30
Traveka Wealth, LLC
DECREASED9,4449,643-199-2%$824.4K$802.4K-$22.0K2026-10-19
Impact Capital Partners LLC
INCREASED9,3978,233+1,164+14%$703.8K$798.4K+$94.5K2026-10-22
Soltis Investment Advisors LLC
DECREASED9,37511,199-1,824-16%$957.4K$796.5K-$160.8K2026-10-28
Ballast Rock Private Wealth LLC
INCREASED9,3269,310+16+0%$795.9K$792.4K-$3.5K2026-10-26
Life Planning Partners, Inc
DECREASED9,2019,997-796-8%$854.6K$781.7K-$72.9K2026-10-28
J.Safra Asset Management Corp
UNCHANGED9,1869,18600%$785.3K$780.4K-$4.9K2026-11-03
Goldstein Advisors, LLC
DECREASED9,1749,202-280%$786.7K$779.4K-$7.3K2026-10-15
IPG Investment Advisors LLC
INCREASED9,1485,284+3,864+73%$451.7K$777.2K+$325.5K2026-10-30
Hardworking Capital Advisors, LLC
INCREASED9,0528,723+329+4%$745.7K$769.1K+$23.3K2026-10-20
Caldwell Trust Co
UNCHANGED9,0489,04800%$773.5K$768.7K-$4.8K2026-10-30
Simplicity Wealth,LLC
INCREASED9,0383,215+5,823+181%$274.8K$767.8K+$493.0K2026-10-23
SteelPeak Wealth, LLC
INCREASED9,0165,563+3,453+62%$475.6K$766.0K+$290.4K2026-10-16
Ullmann Wealth Partners Group, LLC
UNCHANGED8,9588,95800%$765.8K$761.1K-$4.7K2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED8,9447,471+1,473+20%$638.7K$759.9K+$121.2K2026-10-16
Sowell Financial Services LLC
DECREASED8,91910,645-1,726-16%$910.0K$757.7K-$152.3K2026-10-23
Pinnacle Wealth Planning Services, Inc.
DECREASED8,91910,224-1,305-13%$874.0K$757.8K-$116.3K2026-10-27
Essential Planning, Llc.
DECREASED8,9109,365-455-5%$800.9K$757.3K-$43.6K2026-10-21
Carnegie Investment Counsel
DECREASED8,9069,147-241-3%$782.0K$756.6K-$25.3K2026-10-20
Laurel Wealth Planning LLC
UNCHANGED8,8998,89900%$760.8K$756.1K-$4.7K2026-11-02
Beacon Capital Management, LLC
DECREASED8,84810,691-1,843-17%$914.0K$751.7K-$162.3K2026-10-23
RAM Investment Partners, LLC
INCREASED8,8278,767+60+1%$749.5K$749.9K+$4532026-10-21
Rinkey Investments
INCREASED8,8268,241+585+7%$704.5K$749.9K+$45.3K2026-10-28
Klaas Financial Asset Advisors, LLC
NEW8,804—+8,804——$748.0K—2026-10-19
Ignite Planners, LLC
INCREASED8,7403,306+5,434+164%$282.6K$742.5K+$459.9K2026-10-14
Summit Investment Advisors, Inc.\KS
DECREASED8,70323,933-15,230-64%$2.0M$739.4K-$1.3M2026-11-05
Heritage Family Offices, LLP
INCREASED8,6778,102+575+7%$692.6K$737.2K+$44.6K2026-11-02
Integris Wealth Management, LLC
INCREASED8,6537,926+727+9%$677.6K$735.1K+$57.5K2026-10-14
626 Financial, LLC
INCREASED8,6017,522+1,079+14%$643.0K$730.8K+$87.8K2026-11-04
180 Wealth Advisors, LLC
DECREASED8,5968,747-151-2%$747.7K$730.3K-$17.4K2026-11-03
First Bank & Trust
UNCHANGED8,5678,56700%$732.4K$727.9K-$4.5K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED8,5277,887+640+8%$671.7K$726.9K+$55.1K2026-10-22
Atlas Brown,Inc.
INCREASED8,5145,880+2,634+45%$502.7K$723.3K+$220.7K2026-10-09
OpenArc Corporate Advisory, LLC
INCREASED8,5096,269+2,240+36%$535.9K$722.9K+$187.0K2026-10-21
Brown, Lisle Ings, Inc.
DECREASED8,5058,602-97-1%$735.4K$722.5K-$12.8K2026-10-16
Boyd Wealth Management, LLC
UNCHANGED8,4768,47600%$724.6K$720.1K-$4.5K2026-10-20
S.A. Mason LLC
UNCHANGED8,4658,46500%$723.7K$719.2K-$4.5K2026-10-13
Chesley Taft & Associates LLC
DECREASED8,42411,813-3,389-29%$1.0M$715.7K-$294.2K2026-10-13
Obsidian CIO, LLC
INCREASED8,3982,336+6,062+260%$199.7K$713.5K+$513.8K2026-11-05
Independence Bank of Kentucky
UNCHANGED8,3908,39000%$717.3K$712.8K-$4.4K2026-10-26
Sage Financial Group Inc
INCREASED8,3437,798+545+7%$666.6K$708.8K+$42.2K2026-10-27
Waycross Investment Management Co
UNCHANGED8,1448,14400%$696.2K$691.9K-$4.3K2026-10-14
Heartwood Wealth Advisors LLC
UNCHANGED8,1348,13400%$695.4K$691.1K-$4.3K2026-10-05
Hubbell Strickland Wealth Management, LLC
INCREASED8,0817,174+907+13%$613.3K$686.5K+$73.2K2026-10-29
Advus Financial Partners, LLC
UNCHANGED8,0678,06700%$689.6K$685.4K-$4.3K2026-10-20
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED8,0508,05000%$688.0K$684-$687.3K2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED8,0498,04900%$688.1K$683.8K-$4.3K2026-11-04
MTM Investment Management, LLC
UNCHANGED8,0448,04400%$687.7K$683.4K-$4.3K2026-10-30
Columbus Macro, LLC
INCREASED8,0077,819+188+2%$668.4K$680.3K+$11.8K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED7,96510,248-2,283-22%$870.4K$676.7K-$193.7K2026-10-13
Noesis Capital Mangement Corp
DECREASED7,9549,106-1,152-13%$778.5K$675.8K-$102.7K2026-10-26
Chapman Financial Group, LLC
UNCHANGED7,9337,93300%$678.2K$674.0K-$4.2K2026-10-26
Wealth Effects LLC
UNCHANGED7,8557,85500%$671.5K$667.4K-$4.2K2026-10-23
Oxler Private Wealth LLC
INCREASED7,8477,840+7+0%$670.2K$666.7K-$3.6K2026-10-21
Riversedge Advisors, LLC
DECREASED7,7979,820-2,023-21%$839.5K$662.4K-$177.1K2026-10-09
JDH Wealth Management, LLC
UNCHANGED7,7557,75500%$663.0K$658.9K-$4.1K2026-10-20
Outbound Financial Inc
UNCHANGED7,7507,75000%$662.5K$658.4K-$4.1K2026-10-13
CPC Advisors, LLC
NEW7,740—+7,740——$657.6K—2026-10-21
Lodestar Private Asset Management LLC
INCREASED7,7387,703+35+0%$658.6K$657.4K-$1.1K2026-10-26
McGrath & Associates, Inc.
INCREASED7,7226,796+926+14%$581.0K$656.1K+$75.1K2026-10-27
Kelleher Financial Advisors
NEW7,720—+7,720——$655.9K—2026-10-30
Greenleaf Trust
INCREASED7,6732,341+5,332+228%$200.1K$651.9K+$451.8K2026-10-29
United Advisor Group, LLC
INCREASED7,6137,130+483+7%$609.5K$646.8K+$37.3K2026-11-03
Sage Investment Counsel LLC
INCREASED7,6037,566+37+0%$646.8K$645.9K-$8992026-10-26
Elmwood Wealth Management, Inc.
DECREASED7,5728,571-999-12%$732.8K$643.3K-$89.4K2026-10-14
Verum Partners LLC
INCREASED7,5607,558+2+0%$646.2K$642.3K-$3.9K2026-10-21
Websterrogers Financial Advisors, LLC
INCREASED7,4807,366+114+2%$629.7K$635.5K+$5.8K2026-11-02
Whitcomb & Hess, Inc.
UNCHANGED7,4737,47300%$638.9K$634.9K-$4.0K2026-10-07
Lane Brothers & Co Inc
DECREASED7,4128,568-1,156-13%$732.5K$629.7K-$102.8K2026-11-02
Archer Investment Management, LLC
DECREASED7,3997,512-113-1%$642.2K$628.6K-$13.6K2026-10-13
Summit Asset Management, LLC
UNCHANGED7,3857,38500%$631.3K$627.4K-$3.9K2026-11-05
Quantum Financial Planning Services, Inc.
DECREASED7,3757,806-431-6%$667.4K$626.5K-$40.8K2026-10-14
Archer Investment Corp
INCREASED7,3427,067+275+4%$604.2K$623.8K+$19.6K2026-11-05
Prosperity Planning, Inc.
DECREASED7,3357,533-198-3%$644.0K$623.1K-$20.8K2026-10-09
Marks Group Wealth Management, Inc
NEW7,321—+7,321——$622.0K—2026-11-05
Simon Quick Advisors, LLC
NEW7,296—+7,296——$619.9K—2026-10-26
Lynx Investment Advisory
UNCHANGED7,2777,27700%$622.1K$618.3K-$3.9K2026-10-27
Retirement Wealth Solutions LLC
INCREASED7,2607,257+3+0%$620.4K$616.8K-$3.6K2026-10-07
Mayfair Advisory Group, LLC
INCREASED7,2477,240+7+0%$603.8K$615.7K+$11.8K2026-10-20
Anchor Capital Advisors LLC
DECREASED7,2457,361-116-2%$629.3K$615.5K-$13.8K2026-11-05
WP Advisors, LLC
INCREASED7,2337,220+13+0%$617.3K$614.5K-$2.7K2026-10-22
Maia Wealth LLC
INCREASED7,1527,121+31+0%$608.8K$607.7K-$1.1K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED7,1297,116+13+0%$608.4K$605.7K-$2.7K2026-11-02
Tsfg, LLC
DECREASED7,1167,218-102-1%$617.0K$605-$616.4K2026-10-23
International Assets Investment Management, LLC
INCREASED7,0556,778+277+4%$573.0K$595.8K+$22.9K2026-11-02
Key FInancial Inc
INCREASED7,0185,747+1,271+22%$491.3K$596.2K+$104.9K2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED6,9986,99800%$598.3K$594.6K-$3.7K2026-11-03
Elm3 Financial Group, LLC
UNCHANGED6,9946,99400%$597.9K$594.2K-$3.7K2026-10-07
Aviance Capital Partners, LLC
UNCHANGED6,9426,94200%$593.5K$589.8K-$3.7K2026-10-29
Jacobi Capital Management LLC
INCREASED6,9346,931+3+0%$592.6K$589.2K-$3.4K2026-11-05
Balboa Wealth Partners
DECREASED6,9287,078-150-2%$605.1K$588.6K-$16.5K2026-10-20
Charles Schwab Trust Co
INCREASED6,8616,858+3+0%$586.3K$582.9K-$3.4K2026-10-15
Northwest Financial Advisors
INCREASED6,8536,792+61+1%$580.6K$582.2K+$1.6K2026-10-27
PW Nova Financial Services LLC
DECREASED6,8168,287-1,471-18%$708.5K$579.1K-$129.4K2026-10-15
First Citizens Financial Corp
UNCHANGED6,8026,80200%$581.5K$577.9K-$3.6K2026-10-02
Stockman Wealth Management, Inc.
INCREASED6,7986,501+297+5%$555.8K$577.6K+$21.8K2026-10-27
Daymark Wealth Partners, LLC
INCREASED6,7226,579+143+2%$562.5K$571.1K+$8.7K2026-11-04
Virtue Asset Management LLC
DECREASED6,7017,002-301-4%$598.6K$569.3K-$29.3K2026-10-21
SBK Financial, Inc.
UNCHANGED6,6746,67400%$570.6K$567.0K-$3.5K2026-11-02
Peterson Wealth Advisors, LLC
INCREASED6,6616,639+22+0%$567.6K$565.9K-$1.6K2026-10-08
Rossby Financial, LCC
DECREASED6,61612,270-5,654-46%$1.0M$562.1K-$486.9K2026-11-05
NWF Advisory Services Inc.
DECREASED6,5976,598-10%$564.0K$560.5K-$3.6K2026-10-19
Sound Income Strategies, LLC
INCREASED6,5685,450+1,118+21%$465.9K$552.4K+$86.5K2026-10-09
Milestone Asset Management Group, LLC
INCREASED6,5566,547+9+0%$559.7K$557.0K-$2.7K2026-10-20
Naples Global Advisors, LLC
DECREASED6,5316,816-285-4%$582.7K$554.9K-$27.8K2026-11-05
Citrine Capital LLC
INCREASED6,5305,268+1,262+24%$450.4K$554.8K+$104.4K2026-10-14
Busey Bank
UNCHANGED6,5246,52400%$557.7K$554.3K-$3.5K2026-10-26
Meredith Wealth Planning
DECREASED6,52111,908-5,387-45%$1.0M$554.1K-$464.0K2026-10-14
Equita Financial Network, Inc.
DECREASED6,5137,828-1,315-17%$669.2K$553.3K-$115.9K2026-10-19
LBJ Family Wealth Advisors, Ltd.
UNCHANGED6,5026,50200%$552$552$02026-10-01
Eagle Bay Advisors LLC
INCREASED6,4986,277+221+4%$536.6K$552.1K+$15.5K2026-10-16
Great Lakes Retirement, Inc.
INCREASED6,4863,804+2,682+71%$325.2K$551.0K+$225.8K2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED6,4816,639-158-2%$567.6K$550.6K-$17.0K2026-10-20
Intrua Financial, LLC
DECREASED6,4807,279-799-11%$622.3K$550.5K-$71.8K2026-10-28
Prairiewood Capital, LLC
INCREASED6,4674,966+1,501+30%$424.5K$549.4K+$124.9K2026-10-16
Praetorian Wealth Management, Inc.
UNCHANGED6,4626,46200%$552.4K$549.0K-$3.4K2026-10-16
SimpliFi, Inc.
DECREASED6,4596,579-120-2%$562.4K$548.7K-$13.7K2026-10-28
Krilogy Financial LLC
DECREASED6,4109,677-3,267-34%$827.3K$541.2K-$286.1K2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED6,4026,510-108-2%$556.5K$544.0K-$12.6K2026-10-21
Bison Wealth, LLC
DECREASED6,37213,756-7,384-54%$1.2M$538.0K-$647.4K2026-10-13
Matrix Trust Co
INCREASED6,3556,121+234+4%$523$540+$172026-10-07
Latitude Advisors, LLC
INCREASED6,3543,826+2,528+66%$327.1K$539.8K+$212.7K2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED6,3376,335+2+0%$541.6K$538.4K-$3.3K2026-10-05
YHB Investment Advisors, Inc.
INCREASED6,3305,713+617+11%$488.4K$537.8K+$49.4K2026-10-08
Integrated Wealth Management
INCREASED6,2536,249+4+0%$534.2K$531.3K-$3.0K2026-10-19
Trilogy Capital Inc.
INCREASED6,2485,295+953+18%$452.7K$530.8K+$78.2K2026-10-20
Breakwater Capital Group
INCREASED6,2396,019+220+4%$514.6K$530.1K+$15.5K2026-10-09
Salus Financial Advisors, LLC
UNCHANGED6,2226,22200%$531.9K$528.6K-$3.3K2026-10-20
Sun Group Wealth Partners
INCREASED6,2214,580+1,641+36%$391.5K$528.5K+$137.0K2026-10-26
Meridian Financial Advisors, LLC
NEW6,200—+6,200——$526.7K—2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED6,2005,844+356+6%$499.6K$526.8K+$27.2K2026-10-20
Evergreen Capital Management LLC
INCREASED6,1295,736+393+7%$490.4K$520.7K+$30.3K2026-10-23
Morton Capital Management LLC
DECREASED6,1006,297-197-3%$538.3K$518.2K-$20.1K2026-10-23
Your Advocates Ltd., LLP
INCREASED6,0996,088+11+0%$520.5K$518.2K-$2.3K2026-11-03
Unison Advisors LLC
INCREASED6,0905,948+142+2%$508.5K$517.4K+$8.9K2026-10-29
Sentry LLC
INCREASED6,0453,309+2,736+83%$282.9K$513.6K+$230.7K2026-10-30
Ethos Capital Management, Inc.
NEW6,034—+6,034——$512.6K—2026-11-03
KOM Wealth Management Group, LLC
INCREASED6,0205,832+188+3%$498.5K$511.5K+$13.0K2026-10-15
TD Private Client Wealth LLC
INCREASED5,9845,948+36+1%$508.5K$508.4K-$942026-10-28
Venture Visionary Partners LLC
INCREASED5,9645,694+270+5%$486.8K$506.8K+$19.9K2026-10-07
Anson Capital, Inc.
INCREASED5,9485,937+11+0%$507.5K$505.3K-$2.2K2026-10-23
Richardson Financial Services Inc.
UNCHANGED5,9255,92500%$506.5K$503.4K-$3.1K2026-10-30
Atlatl Advisers LLC
UNCHANGED5,9235,92300%$506.4K$503.2K-$3.1K2026-10-22
NorthAvenue LLC
INCREASED5,8954,348+1,547+36%$371.7K$500.8K+$129.1K2026-10-29
Solidarity Wealth, LLC
UNCHANGED5,8915,89100%$503.6K$500.5K-$3.1K2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED5,8833,288+2,595+79%$281.1K$499.8K+$218.8K2026-10-09
Global Assets Advisory, LLC
DECREASED5,8356,110-275-4%$517.4K$501.0K-$16.4K2026-10-28
Burney Co/
INCREASED5,8095,730+79+1%$489.9K$493.5K+$3.7K2026-10-15
Verity Asset Management, Inc.
DECREASED5,79917,150-11,351-66%$1.5M$492.7K-$973.5K2026-10-30
Strategic Blueprint, LLC
DECREASED5,7786,261-483-8%$535.3K$490.9K-$44.4K2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED5,7745,770+4+0%$493.2K$490.5K-$2.7K2026-11-02
Grove Street Fiduciary, LLC
NEW5,750—+5,750——$488.5K—2026-10-13
Beaumont Financial Advisors, LLC
UNCHANGED5,7165,71600%$488.7K$485.6K-$3.0K2026-10-22
Appleton Partners Inc
UNCHANGED5,6735,67300%$485.0K$482-$484.5K2026-10-30
Members Wealth LLC
NEW5,631—+5,631——$477.4K—2026-10-20
Polaris Financial Partners
NEW5,579—+5,579——$476—2026-10-02
Cohen Investment Advisors LLC
INCREASED5,5785,343+235+4%$456.8K$473.9K+$17.1K2026-10-20
Financial Network Wealth Advisors LLC
INCREASED5,5535,515+38+1%$471.5K$471.8K+$3062026-10-28
Matauro, LLC
NEW5,532—+5,532——$470.0K—2026-11-03
Burkett Financial Services, LLC
INCREASED5,528153+5,375+3513%$13.2K$469.7K+$456.6K2026-10-01
Golden State Wealth Management, LLC
INCREASED5,5184,759+759+16%$406.9K$468.9K+$62.0K2026-11-02
Harbor Group, Inc.
INCREASED5,5145,502+12+0%$470.4K$468.5K-$1.9K2026-10-14
Krane Financial Solutions LLC
INCREASED5,5035,502+1+0%$470.3K$467.5K-$2.8K2026-10-30
Silverlake Wealth Management LLC
INCREASED5,4983,903+1,595+41%$333.7K$467.1K+$133.5K2026-10-21
Claro Advisors Inc.
DECREASED5,4925,501-90%$470.2K$466.6K-$3.7K2026-11-02
Signature Equity Partners, LLC
INCREASED5,4511,797+3,654+203%$153.7K$463.1K+$309.5K2026-10-29
Main Line Retirement Advisors, LLC
INCREASED5,4335,424+9+0%$463.7K$461.6K-$2.1K2026-10-14
Abound Wealth Management
INCREASED5,3461,828+3,518+192%$156.3K$454.2K+$297.9K2026-10-26
waypoint wealth counsel
INCREASED5,3332,709+2,624+97%$231.6K$453.1K+$221.5K2026-10-22
Worth Asset Management, LLC
INCREASED5,3184,965+353+7%$424.5K$451.8K+$27.4K2026-10-07
Csenge Advisory Group
INCREASED5,2194,245+974+23%$362.9K$443.4K+$80.5K2026-11-04
FSM Wealth Advisors, LLC
NEW5,209—+5,209——$441.9K—2026-10-27
Forvis Mazars Wealth Advisors, LLC
UNCHANGED5,1775,17700%$442.6K$439.8K-$2.7K2026-10-13
HT Partners LLC
INCREASED5,1645,162+2+0%$441.3K$438.7K-$2.6K2026-10-20
FF Advisors,LLC
DECREASED5,1347,775-2,641-34%$664.7K$436.2K-$228.5K2026-10-21
Foster Group, Inc.
INCREASED5,1325,072+60+1%$433.6K$436.0K+$2.4K2026-10-13
Robinswood Financial LLC
DECREASED5,1095,470-361-7%$467.7K$425.5K-$42.2K2026-10-20
J. Derek Lewis & Associates Inc.
NEW5,082—+5,082——$440.2K—2026-11-03
Evolution Wealth Management Inc.
INCREASED5,0641,500+3,564+238%$128.2K$430.3K+$302.1K2026-10-28
Gemmer Asset Management LLC
INCREASED5,0444,975+69+1%$425.3K$428.5K+$3.3K2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED5,0395,03900%$430.8K$428.1K-$2.7K2026-11-02
Goldenstone Wealth Management LLC
INCREASED5,0334,106+927+23%$351.0K$427.6K+$76.6K2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED5,0005,00000%$427.5K$424.8K-$2.7K2026-10-16
TBH Global Asset Management, LLC
INCREASED4,9924,231+761+18%$361.7K$424.1K+$62.4K2026-11-03
Level Wealth Management LLC
INCREASED4,9654,962+3+0%$424.2K$421.8K-$2.5K2026-10-23
Moneco Advisors, LLC
INCREASED4,9614,757+204+4%$406.7K$421.5K+$14.8K2026-11-05
Fortitude Advisory Group L.L.C.
NEW4,915—+4,915——$417.6K—2026-10-15
Monument Group Wealth Advisors, LLC
DECREASED4,8659,546-4,681-49%$482.8K$413.4K-$69.4K2026-10-21
Garde Capital, Inc.
INCREASED4,8424,642+200+4%$396.9K$411.3K+$14.5K2026-10-29
Crumly & Associates Inc.
UNCHANGED4,8384,83800%$413.6K$411.0K-$2.6K2026-10-07
Beacon Financial Planning, Inc
INCREASED4,8304,827+3+0%$412.7K$410.4K-$2.3K2026-11-04
Lakewood Asset Management LLC
INCREASED4,8044,795+9+0%$409.9K$408.1K-$1.8K2026-10-26
Sepio Capital, LP
DECREASED4,7814,932-151-3%$421.6K$406.2K-$15.4K2026-10-22
Davidson Investment Advisors
UNCHANGED4,7774,77700%$408.4K$405.8K-$2.5K2026-10-20
First Premier Bank
UNCHANGED4,7754,77500%$409$406-$32026-10-13
Archford Capital Strategies, LLC
INCREASED4,7404,047+693+17%$346.0K$402.7K+$56.7K2026-10-19
Hoge Financial Services, LLC
INCREASED4,7124,704+8+0%$402.1K$400.3K-$1.8K2026-11-05
Courage Miller Partners, LLC
DECREASED4,7025,588-886-16%$477.7K$399.5K-$78.2K2026-10-21
Droms Strauss Advisors Inc
DECREASED4,6775,416-739-14%$463.0K$397.4K-$65.7K2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED4,6694,546+123+3%$388.6K$396.7K+$8.0K2026-10-30
Trust Co
UNCHANGED4,6634,66300%$398.6K$396.2K-$2.5K2026-10-09
Guyasuta Investment Advisors Inc
INCREASED4,6484,647+1+0%$397.3K$394.9K-$2.4K2026-10-15
Fairman Group, LLC
INCREASED4,6103,091+1,519+49%$264.2K$391.6K+$127.4K2026-10-26
Rockwood Wealth Management, LLC
DECREASED4,5924,743-151-3%$405.5K$390.1K-$15.4K2026-10-27
Virtue Capital Management, LLC
DECREASED4,5446,231-1,687-27%$532.7K$386.0K-$146.7K2026-10-29
Diversified Enterprises, LLC
INCREASED4,5253,806+719+19%$325.4K$384.5K+$59.1K2026-10-19
Guilbault Capital LLC
NEW4,499—+4,499——$382.2K—2026-10-28
Rodgers & Associates, LTD
UNCHANGED4,4974,49700%$384.4K$382.1K-$2.4K2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED4,4954,126+369+9%$352.7K$381.9K+$29.2K2026-10-16
Hohimer Wealth Management, LLC
NEW4,488—+4,488——$381.3K—2026-11-04
Norden Group LLC
DECREASED4,4886,057-1,569-26%$517.8K$381.3K-$136.5K2026-10-20
Summit Investment Advisory Services, LLC
INCREASED4,4854,478+7+0%$382.8K$381.0K-$1.8K2026-11-03
Kwmg, LLC
DECREASED4,4804,505-25-1%$385.1K$380.6K-$4.6K2026-10-07
Romano Brothers and Company
UNCHANGED4,4794,47900%$382.9K$380.5K-$2.4K2026-10-22
Landaas & Co
UNCHANGED4,4424,44200%$379.7K$377.4K-$2.4K2026-10-29
May Hill Capital, LLC
INCREASED4,4374,435+2+0%$379.1K$377.0K-$2.2K2026-11-03
VestGen Advisors, LLC
DECREASED4,41018,788-14,378-77%$1.6M$374.7K-$1.2M2026-10-27
Reicon Wealth Advisors, LLC
INCREASED4,3744,078+296+7%$348.6K$371.6K+$23.0K2026-11-04
Midwest Capital Advisors, LLC
INCREASED4,3404,194+146+3%$358.6K$368.7K+$10.2K2026-11-04
Kraft, Davis & Associates, LLC
DECREASED4,3374,733-396-8%$398.2K$361.5K-$36.7K2026-10-21
Prudent Man Investment Management, Inc.
UNCHANGED4,3334,33300%$326.9K$368.1K+$41.3K2026-11-03
Trust Co of Toledo NA
INCREASED4,3273,292+1,035+31%$281.4K$367.6K+$86.2K2026-10-16
Warren Street Wealth Advisors, LLC
NEW4,313—+4,313——$366.4K—2026-11-04
Heritage Wealth Management, Inc.
INCREASED4,3013,331+970+29%$284.8K$365.4K+$80.6K2026-10-28
Stirlingshire Investments, Inc.
DECREASED4,2854,308-23-1%$368.3K$364.1K-$4.3K2026-11-05
ARQ Wealth Advisors, LLC
UNCHANGED4,2704,27000%$360.6K$362.8K+$2.1K2026-10-29
Miller Financial Services LLC
INCREASED4,2504,065+185+5%$347.5K$361.1K+$13.6K2026-10-20
KFG Wealth Management, LLC
NEW4,216—+4,216——$358.2K—2026-10-16
Financial Synergies Wealth Advisors, Inc.
DECREASED4,1794,184-50%$357.7K$355.0K-$2.7K2026-10-16
Define Financial, LLC
NEW4,176—+4,176——$354.8K—2026-10-14
TrustWell Financial Advisors, LLC
UNCHANGED4,1684,16800%$356.3K$354.1K-$2.2K2026-10-15
Johnson & White Wealth Management, LLC
DECREASED4,1664,217-51-1%$360.5K$353.9K-$6.6K2026-11-03
Vista Finance, LLC
UNCHANGED4,1604,16000%$355.6K$353.4K-$2.2K2026-10-23
Hurlow Wealth Management Group, Inc.
DECREASED4,1504,589-439-10%$392.3K$352.6K-$39.7K2026-10-29
Nova R Wealth, Inc.
INCREASED4,1384,137+1+0%$353.6K$351.6K-$2.1K2026-10-26
Urban Wealth Management, LLC
INCREASED4,1314,123+8+0%$352.5K$351.0K-$1.5K2026-10-21
ASL Financial, LLC
UNCHANGED4,1194,11900%$352.1K$350.0K-$2.2K2026-10-15
Lazari Capital Management, Inc.
INCREASED4,1024,094+8+0%$350.0K$348.5K-$1.5K2026-10-20
Farrell Financial LLC
INCREASED4,0974,031+66+2%$344.6K$348.1K+$3.5K2026-10-16
Welch & Forbes LLC
UNCHANGED4,0894,08900%$349.6K$347.4K-$2.2K2026-11-04
Alkeme Wealth, LLC
DECREASED4,0774,216-139-3%$360.4K$346.4K-$14.0K2026-10-08
BetterWealth, LLC
UNCHANGED4,0654,06500%$347.5K$345.3K-$2.2K2026-10-15
Spinnaker Investment Group, LLC
INCREASED4,0493,585+464+13%$306.5K$344.0K+$37.5K2026-10-13
TFB Advisors LLC
INCREASED4,0393,983+56+1%$340.5K$343.2K+$2.6K2026-11-02
KFG LLC
NEW4,026—+4,026——$342.0K—2026-11-02
Equity Wealth Partners, LLC
INCREASED4,0203,328+692+21%$284.5K$341.5K+$57.0K2026-10-26
Thrive Wealth Management, LLC
NEW4,017—+4,017——$341.3K—2026-10-13
MCF Advisors LLC
UNCHANGED3,9943,99400%$341.4K$339.3K-$2.1K2026-10-28
Sweeney & Michel, LLC
INCREASED3,9633,615+348+10%$315.3K$336.7K+$21.4K2026-10-16
Grandfield & Dodd, LLC
UNCHANGED3,9513,95100%$337.9K$335.8K-$2.1K2026-10-29
Independent Wealth Advisors LLC
INCREASED3,9403,933+7+0%$336.2K$334.7K-$1.5K2026-10-27
Brickley Wealth Management
INCREASED3,9243,706+218+6%$316.8K$333.4K+$16.6K2026-11-04
Whitegate Investment Counselors, Inc.
INCREASED3,8933,667+226+6%$313.5K$330.7K+$17.2K2026-11-02
Capital Advantage, Inc.
INCREASED3,8923,891+1+0%$332.7K$330.6K-$2.0K2026-10-14
JBR Co Financial Management Inc
UNCHANGED3,8903,89000%$332.6K$328.8K-$3.7K2026-10-13
L. Roy Papp & Associates, LLP
INCREASED3,8823,875+7+0%$331.3K$329.8K-$1.5K2026-10-21
Elevatus Welath Management
NEW3,864—+3,864——$328.3K—2026-10-19
National Wealth Management Group, LLC
INCREASED3,8643,474+390+11%$297.0K$328.3K+$31.3K2026-10-26
Black Diamond Financial, LLC
UNCHANGED3,8463,84600%$328.8K$326.8K-$2.0K2026-10-26
Baker Boyer National Bank
INCREASED3,8423,712+130+4%$317.3K$326.4K+$9.1K2026-11-05
Hobart Private Capital, LLC
UNCHANGED3,8343,83400%$327.8K$325.7K-$2.0K2026-10-19
Sage Capital Advisors,llc
INCREASED3,8223,781+41+1%$323.2K$324.7K+$1.5K2026-10-13
Oliver Luxxe Assets LLC
DECREASED3,7903,840-50-1%$328.3K$322.0K-$6.3K2026-10-14
EnRich Financial Partners LLC
INCREASED3,7623,757+5+0%$321.2K$319.6K-$1.6K2026-10-21
Schaeffer Financial LLC
NEW3,753—+3,753——$318.9K—2026-10-23
Northern Capital Management, Inc.
UNCHANGED3,7523,75200%$320.8K$318.8K-$2.0K2026-11-05
Adamsbrown Wealth Consultants LLC
NEW3,746—+3,746——$318.2K—2026-10-20
Simplex Trading, LLC
DECREASED3,74115,969-12,228-77%$1.4M$317.8K-$1.0M2026-11-04
TPG Advisors LLC
INCREASED3,7403,671+69+2%$313.8K$317.7K+$3.9K2026-10-16
Ballast Financial Advisors LLC
INCREASED3,7313,170+561+18%$271.0K$316.9K+$45.9K2026-10-26
Aletheian Wealth Advisors LLC
UNCHANGED3,7303,73000%$318.9K$316.9K-$2.0K2026-10-08
Penobscot Wealth Management
INCREASED3,7273,646+81+2%$311.7K$316.7K+$4.9K2026-10-21
Helium Advisors LLC
INCREASED3,7083,209+499+16%$274.4K$315.0K+$40.6K2026-10-23
Parkshore Wealth Management, Inc.
UNCHANGED3,6913,69100%$315.6K$313.6K-$2.0K2026-10-13
Bahl & Gaynor LLC
UNCHANGED3,6713,67100%$313.8K$311.9K-$1.9K2026-11-05
Princeton Global Asset Management LLC
UNCHANGED3,6553,65500%$312.5K$310.5K-$1.9K2026-10-21
Triad Wealth Partners, LLC
NEW3,646—+3,646——$309.7K—2026-10-26
Nova Financial LLC
NEW3,626—+3,626——$308.1K—2026-11-04
Kennedy Investment Group, Inc.
INCREASED3,6243,623+1+0%$309.8K$307.9K-$1.9K2026-10-21
Pachira Investments Inc.
NEW3,601—+3,601——$305.9K—2026-10-14
Ring Mountain Capital, LLC
DECREASED3,5843,736-152-4%$319.4K$304.5K-$14.9K2026-10-13
Ashton Thomas Securities, LLC
UNCHANGED3,5793,57900%$306.0K$304.1K-$1.9K2026-10-26
Flagship Private Wealth, LLC
DECREASED3,5673,796-229-6%$324.5K$303.0K-$21.5K2026-11-05
Inlet Private Wealth, LLC
DECREASED3,5583,608-50-1%$308.4K$302.3K-$6.2K2026-10-21
WealthBridge Capital Management, LLC
INCREASED3,5563,552+4+0%$303.6K$302.1K-$1.5K2026-10-16
Strategic Advisors LLC
NEW3,554—+3,554——$301.9K—2026-10-13
Pinion Investment Advisors, LLC
DECREASED3,5364,000-464-12%$342.0K$300.4K-$41.5K2026-11-04
Capital Squared Financial LLC
INCREASED3,5283,522+6+0%$301.1K$299.7K-$1.3K2026-10-30
Fermata Advisors, LLC
DECREASED3,5264,047-521-13%$346.0K$299.6K-$46.4K2026-10-13
Mattern Wealth Management LLC
UNCHANGED3,4983,49800%$299.0K$297.2K-$1.9K2026-11-04
Patton Albertson Miller Group, LLC
UNCHANGED3,4793,47900%$297.4K$295.6K-$1.8K2026-10-26
Portland Financial Advisors Inc
NEW3,467—+3,467——$294.6K—2026-10-26
Private Client Services, LLC
INCREASED3,4533,444+9+0%$294.4K$293.3K-$1.1K2026-10-02
Parkway Wealth Management Group, LLC
INCREASED3,4523,447+5+0%$294.7K$293.3K-$1.4K2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
NEW3,426—+3,426——$291.1K—2026-10-09
First Pacific Financial
INCREASED3,4233,417+6+0%$292.2K$290.9K-$1.3K2026-10-14
Oak Harvest Investment Services
INCREASED3,4162,706+710+26%$231.3K$290.2K+$58.9K2026-10-20
Bear Mountain Capital, Inc.
NEW3,408—+3,408——$284.3K—2026-11-04
Symmetry Partners, LLC
UNCHANGED3,4063,40600%$291.2K$289.4K-$1.8K2026-10-27
BlueSky Wealth Advisors, LLC
INCREASED3,4043,354+50+1%$286.8K$289.2K+$2.5K2026-10-29
Townsend Asset Management Corp
INCREASED3,4033,380+23+1%$289.0K$289.1K+$1322026-10-29
Capstone Wealth Management, LLC
UNCHANGED3,3973,39700%$290.4K$288.6K-$1.8K2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED3,3903,39000%$289.8K$288.1K-$1.7K2026-11-02
Security Financial Services, Inc.
DECREASED3,3813,461-80-2%$295.9K$287.3K-$8.6K2026-10-29
Ferguson Wellman Capital Management, Inc
UNCHANGED3,3793,37900%$288.9K$287.1K-$1.8K2026-10-05
Poehling Capital Management, Inc.
UNCHANGED3,3703,37000%$288.1K$286.3K-$1.8K2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED3,3473,34700%$286.1K$284.4K-$1.8K2026-11-03
MBA Advisors LLC
NEW3,342—+3,342——$283.9K—2026-10-29
LongView Wealth Management
UNCHANGED3,3403,34000%$285.6K$283.8K-$1.8K2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED3,3255,527-2,202-40%$472.5K$282.5K-$190.0K2026-11-04
Well Done, LLC
UNCHANGED3,3223,32200%$284.0K$282.2K-$1.8K2026-10-20
LJI Wealth Management, LLC
INCREASED3,3213,022+299+10%$258.4K$282.2K+$23.8K2026-10-28
Kearns & Associates LLC
NEW3,308—+3,308——$281.1K—2026-10-09
Baker Ellis Asset Management LLC
UNCHANGED3,3003,30000%$282.1K$280.4K-$1.7K2026-10-14
Barry Investment Advisors, LLC
DECREASED3,2953,357-62-2%$287.0K$280.0K-$7.0K2026-10-14
Thrive Capital Management, LLC
INCREASED3,2922,802+490+17%$239.5K$279.7K+$40.2K2026-10-28
Goelzer Investment Management, Inc.
UNCHANGED3,2903,29000%$281.3K$279.5K-$1.7K2026-10-16
Clearwave Capital, LLC
INCREASED3,2723,243+29+1%$277.2K$278.0K+$7312026-10-27
RCS Financial Planning, LLC
DECREASED3,2673,354-87-3%$286.7K$277.6K-$9.1K2026-10-14
Quarry Hill Advisors, LLC
UNCHANGED3,2663,26600%$279.2K$277.5K-$1.7K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED3,2432,808+435+15%$240.0K$275.5K+$35.5K2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,2433,24300%$277.2K$275.5K-$1.7K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW3,233—+3,233——$274.7K—2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED3,2293,225+4+0%$275.7K$274.3K-$1.4K2026-10-29
Conrad Siegel Investment Advisors, Inc.
INCREASED3,2202,833+387+14%$242.2K$273.6K+$31.4K2026-10-08
Creative Capital Management Investments LLC
INCREASED3,2152,211+1,004+45%$189.0K$273.1K+$84.1K2026-10-28
Capital Square, LLC
NEW3,208—+3,208——$272.6K—2026-10-19
AAF Wealth Management, LLC
UNCHANGED3,2003,20000%$273.6K$271.9K-$1.7K2026-10-28
Vestia Personal Wealth Advisors
NEW3,191—+3,191——$271.1K—2026-10-20
Stanley-Laman Group, Ltd.
INCREASED3,1893,070+119+4%$262.5K$270.9K+$8.5K2026-10-20
My Personal CFO, LLC
INCREASED3,1803,051+129+4%$260.8K$270.2K+$9.4K2026-10-14
Five Pine Wealth Management
DECREASED3,1363,279-143-4%$280.3K$266.4K-$13.9K2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED3,1124,470-1,358-30%$382.1K$264.4K-$117.7K2026-10-30
Roth Financial Partners LLC
INCREASED3,1023,067+35+1%$262.2K$263.5K+$1.3K2026-10-06
Reflection Asset Management
UNCHANGED3,0913,09100%$264.3K$262.6K-$1.6K2026-10-28
Emprise Bank
UNCHANGED3,0903,09000%$264.2K$262.5K-$1.6K2026-10-07
Platform Technology Partners
INCREASED3,0883,085+3+0%$263.8K$262.4K-$1.4K2026-11-02
True Link Financial Advisors, LLC
DECREASED3,0853,285-200-6%$280.8K$262.1K-$18.7K2026-10-27
Tiller Private Wealth, Inc.
UNCHANGED3,0803,08000%$263.3K$261.7K-$1.6K2026-10-26
Summit Financial Strategies, Inc.
DECREASED3,0773,116-39-1%$266.4K$261.5K-$5.0K2026-10-14
Gryphon Financial Partners LLC
UNCHANGED3,0713,07100%$262.5K$260.9K-$1.6K2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
INCREASED3,0603,055+5+0%$261.1K$259.9K-$1.2K2026-10-08
Capital Investment Services of America, Inc.
NEW3,042—+3,042——$258.5K—2026-11-02
Omni 360 Wealth, Inc.
INCREASED3,0353,032+3+0%$259.2K$257.9K-$1.4K2026-10-13
Telos Capital Management, Inc.
NEW3,027—+3,027——$257.1K—2026-11-02
Fiscal Wisdom Wealth Management, LLC
INCREASED3,0262,965+61+2%$253.5K$257.1K+$3.7K2026-10-16
Treasure Coast Financial Planning
DECREASED3,0053,037-32-1%$259.7K$255.3K-$4.3K2026-11-03
Meridian Investment Counsel Inc.
DECREASED3,00222,334-19,332-87%$1.9M$255.1K-$1.7M2026-10-14
Jmac Enterprises LLC
UNCHANGED3,0003,00000%$256.5K$254.9K-$1.6K2026-10-30
Marathon Wealth Advisors LLC
INCREASED2,9972,905+92+3%$248.4K$254.6K+$6.2K2026-11-04
Shaker Financial Services, LLC
INCREASED2,9972,992+5+0%$255.7K$254.6K-$1.1K2026-10-14
Concord Wealth Partners
DECREASED2,9763,396-420-12%$290.3K$252.9K-$37.5K2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED2,9742,97400%$254.3K$254.3K$02026-10-13
KPP Advisory Services LLC
INCREASED2,9732,969+4+0%$253.8K$252.6K-$1.2K2026-10-26
Cornerstone Wealth Group, LLC
INCREASED2,9712,807+164+6%$240.0K$252.4K+$12.5K2026-11-02
CX Institutional
INCREASED2,9681,684+1,284+76%$144$252+$1082026-10-02
Bdfs Capital LLC
NEW2,967—+2,967——$252.1K—2026-10-14
Legacy Financial Group, Inc.
DECREASED2,9643,033-69-2%$259.3K$251.8K-$7.5K2026-10-21
Costello Asset Management, Inc
INCREASED2,9622,895+67+2%$247.5K$251.6K+$4.1K2026-10-30
Fairway Wealth LLC
DECREASED2,9622,972-100%$254.0K$251.6K-$2.4K2026-10-30
Schneider Downs Wealth Management Advisors, LP
INCREASED2,9602,954+6+0%$252.5K$251.5K-$1.1K2026-10-27
William Howard & Co Financial Advisors Inc
UNCHANGED2,9262,92600%$250.1K$248.6K-$1.5K2026-11-04
Align Financial, LLC
INCREASED2,9202,918+2+0%$249.5K$248.1K-$1.4K2026-10-16
Greenwood Capital Associates LLC
NEW2,905—+2,905——$246.8K—2026-10-27
Peoples Bank
NEW2,862—+2,862——$243.2K—2026-10-26
AMI Investment Management Inc
UNCHANGED2,8372,83700%$242.5K$241.0K-$1.5K2026-10-27
Cassilly Financial Group LLC
UNCHANGED2,8362,83600%$242.5K$240.9K-$1.5K2026-10-07
Precedent Wealth Partners, LLC
INCREASED2,8352,785+50+2%$238.1K$240.9K+$2.8K2026-10-21
Optima Capital LLC
UNCHANGED2,8192,81900%$241.0K$239.5K-$1.5K2026-10-29
Kestra Investment Management, LLC
DECREASED2,8182,855-37-1%$244.1K$239.4K-$4.6K2026-11-04
Kessler Investment Group, LLC
INCREASED2,8092,780+29+1%$237.6K$238.7K+$1.0K2026-10-08
Advanced Asset Management Advisors Inc
NEW2,804—+2,804——$238.2K—2026-10-20
Buttonwood Financial Advisors Inc.
INCREASED2,7972,795+2+0%$239.0K$237.6K-$1.4K2026-10-13
Stordahl Capital Management, Inc.
DECREASED2,7873,044-257-8%$260.2K$236.8K-$23.4K2026-10-22
Kendall Capital Management
UNCHANGED2,7802,78000%$237.7K$236.2K-$1.5K2026-10-23
Edge Wealth Management LLC
INCREASED2,7682,766+2+0%$236.5K$235.4K-$1.1K2026-10-13
Allen Capital Group, LLC
UNCHANGED2,7572,75700%$235.7K$234.2K-$1.5K2026-10-27
Granite Islands Private Wealth, LLC
NEW2,756—+2,756——$234.1K—2026-10-16
Accurate Wealth Management, LLC
NEW2,740—+2,740——$231.6K—2026-10-20
Navigate Wealth Management, LLC
DECREASED2,7363,013-277-9%$251.2K$232.1K-$19.1K2026-10-14
Opulen Financial Group LLC
DECREASED2,7303,049-319-10%$260.7K$232.0K-$28.7K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
DECREASED2,7145,127-2,413-47%$438.3K$230.6K-$207.7K2026-10-15
MMA Asset Management LLC
UNCHANGED2,7132,71300%$231.9K$230.5K-$1.4K2026-11-02
Rockline Wealth Management, LLC
INCREASED2,7082,663+45+2%$227.7K$230.1K+$2.4K2026-10-26
First County Bank
NEW2,678—+2,678——$227.5K—2026-10-13
Jeppson Wealth Management, LLC
INCREASED2,6772,353+324+14%$201.2K$227.5K+$26.3K2026-10-20
Pacific Asset Management, LLC
INCREASED2,6722,667+5+0%$228.0K$227.0K-$1.0K2026-10-15
North Berkeley Wealth Management, LLC
INCREASED2,6572,368+289+12%$202.4K$225.8K+$23.3K2026-11-02
Legacy Wealth Management, LLC
DECREASED2,6572,780-123-4%$237.6K$225.7K-$11.9K2026-10-22
MilWealth Group LLC
INCREASED2,6522,456+196+8%$210.0K$225.3K+$15.4K2026-11-02
Klein Pavlis & Peasley Financial, Inc.
INCREASED2,6442,638+6+0%$225.5K$224.6K-$9162026-10-13
Financial Futures Ltd Liability Co.
NEW2,632—+2,632——$223.6K—2026-10-13
Sawyer & Company, Inc
INCREASED2,6322,628+4+0%$224.6K$223.6K-$9942026-10-21
Fee-Only Financial Planning, L.C.
UNCHANGED2,6312,63100%$224.9K$223.5K-$1.4K2026-10-23
Southland Equity Partners LLC
INCREASED2,6052,602+3+0%$222.4K$221.3K-$1.1K2026-10-14
Schaper Benz & Wise Investment Counsel Inc
DECREASED2,6033,103-500-16%$265.3K$221.2K-$44.1K2026-10-09
Barrett & Company, Inc.
UNCHANGED2,6012,60100%$222.4K$221.0K-$1.4K2026-10-22
Rockingstone Advisors LLC
UNCHANGED2,6002,60000%$222.3K$220.9K-$1.4K2026-10-16
Gamma Investing LLC
INCREASED2,597257+2,340+911%$22.0K$220.6K+$198.7K2026-10-08
Wealthcare Capital Partners, LLC
NEW2,585—+2,585——$219.7K—2026-10-21
Cannon Advisors, Inc.
INCREASED2,5822,581+1+0%$218.5K$218.3K-$2522026-10-14
Womack Financial LLC
INCREASED2,5712,524+47+2%$215.8K$218.4K+$2.7K2026-10-14
Elevate Wealth Advisory, Inc
INCREASED2,5662,543+23+1%$217.4K$218.0K+$6062026-10-29
Noble Family Wealth, LLC
DECREASED2,5642,871-307-11%$245.4K$217.8K-$27.6K2026-10-26
Elevated Capital Advisors, LLC
DECREASED2,5482,698-150-6%$230.6K$216.5K-$14.1K2026-11-04
Investors Asset Management of Georgia Inc
INCREASED2,5462,545+1+0%$217.5K$216.3K-$1.3K2026-10-20
High Probability Advisors, LLC
DECREASED2,5342,541-70%$217.2K$215.3K-$2.0K2026-10-19
Secure Asset Management, LLC
NEW2,501—+2,501——$212.5K—2026-10-19
Elser Financial Planning, Inc
INCREASED2,4962,488+8+0%$212.7K$212.1K-$6422026-10-16
BOS Asset Management, LLC
UNCHANGED2,4942,49400%$213.2K$211.9K-$1.3K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED2,4932,494-10%$213.2K$211.8K-$1.4K2026-10-21
Stone Summit Wealth LLC
DECREASED2,4922,495-30%$213.3K$211.7K-$1.6K2026-10-14
Hanson & Doremus Investment Management
UNCHANGED2,4912,49100%$213.0K$212-$212.8K2026-10-16
West Paces Advisors Inc.
DECREASED2,4822,546-64-3%$217.7K$210.9K-$6.8K2026-10-13
Heritage Investors Management Corp
DECREASED2,4582,566-108-4%$219.0K$209-$218.8K2026-10-29
Coquina Private Wealth LLC
INCREASED2,4542,425+29+1%$207.3K$208.5K+$1.1K2026-10-27
Aquire Wealth Advisors, LLC
NEW2,451—+2,451——$208.3K—2026-10-23
Presilium Private Wealth, LLC
NEW2,433—+2,433——$206.7K—2026-10-26
Triumph Capital Management
INCREASED2,4302,356+74+3%$201.4K$206.4K+$5.0K2026-10-14
Redw Wealth LLC
UNCHANGED2,4222,42200%$207.1K$205.8K-$1.3K2026-11-02
GoalVest Advisory LLC
DECREASED2,4212,885-464-16%$246.6K$205.7K-$41.0K2026-10-02
Summit Place Financial Advisors, LLC
UNCHANGED2,4212,42100%$207.0K$205.7K-$1.3K2026-10-23
Maple Capital Management, Inc.
NEW2,401—+2,401——$204.0K—2026-11-02
Highline Wealth Partners LLC
UNCHANGED2,4002,40000%$205.2K$203.9K-$1.3K2026-10-19
Stevens Capital Partners
NEW2,399—+2,399——$203.8K—2026-10-29
Christensen, King & Associates Investment Services, Inc.
DECREASED2,3893,256-867-27%$278.4K$203.0K-$75.4K2026-10-22
Donor Advised Charitable Giving, Inc.
NEW2,381—+2,381——$202.3K—2026-10-28
First Affirmative Financial Network
NEW2,374—+2,374——$201.7K—2026-10-21
Compass Ion Advisors, LLC
INCREASED2,3672,364+3+0%$202.1K$201.1K-$9852026-10-23
First Citizens Bank & Trust Co
DECREASED2,3642,521-157-6%$215.5K$200.8K-$14.7K2026-10-14
Moody National Bank Trust Division
UNCHANGED2,3642,36400%$202.1K$200.8K-$1.3K2026-10-06
Crusonia Wealth Advisors LLC
DECREASED2,3632,560-197-8%$218.8K$200.7K-$18.1K2026-10-26
Capital Planning LLC
UNCHANGED2,3592,35900%$201.7K$200.4K-$1.3K2026-10-09
IMG Wealth Management, Inc.
INCREASED2,3571,326+1,031+78%$113.4K$200.3K+$86.9K2026-10-27
Ramiah Investment Group
NEW2,356—+2,356——$200.2K—2026-10-20
Tower View Wealth Management LLC
INCREASED2,3371,051+1,286+122%$89.9K$198.5K+$108.7K2026-10-23
Pittenger & Anderson Inc
INCREASED2,1291,791+338+19%$153.1K$180.9K+$27.8K2026-11-02
Steph & Co
UNCHANGED2,1162,11600%$180.9K$179.8K-$1.1K2026-10-07
Central Trust Co
DECREASED2,0412,170-129-6%$185.5K$173.4K-$12.1K2026-11-05
Olistico Wealth, LLC
UNCHANGED1,9931,99300%$170.4K$169.3K-$1.1K2026-10-05
Laurel Wealth Advisors LLC
NEW1,986—+1,986——$168.7K—2026-10-27
Financial Perspectives, Inc
INCREASED1,9711,968+3+0%$168.2K$167.4K-$7912026-11-03
Birchwood Financial Partners, Inc.
INCREASED1,9181,598+320+20%$136.6K$162.9K+$26.3K2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED1,7751,772+3+0%$107.0K$151-$106.9K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED1,7641,509+255+17%$129.0K$149.9K+$20.9K2026-10-14
Fairscale Capital, LLC
UNCHANGED1,7491,74900%$149.5K$144.1K-$5.5K2026-11-04
Trust Co of Vermont
INCREASED1,7321,437+295+21%$122.8K$147.2K+$24.3K2026-10-21
Pillar Financial Advisors, LLC
UNCHANGED1,7311,73100%$148.0K$147.0K-$9172026-10-21
Guardian Partners Inc.
UNCHANGED1,7211,72100%$147.1K$146.2K-$9122026-10-21
RMG Wealth Management LLC
DECREASED1,7181,750-32-2%$153.2K$142.2K-$11.0K2026-10-26
Financial Consulate, Inc
INCREASED1,7011,698+3+0%$145.2K$144.5K-$7072026-10-23
Planning Strategies Inc.
UNCHANGED1,6281,62800%$139.2K$138.3K-$8462026-10-02
Coastline Trust Co
INCREASED1,6211,421+200+14%$121.5K$137.7K+$16.2K2026-10-01
TFC Financial Management, Inc.
INCREASED1,5911,588+3+0%$135.8K$135.2K-$6002026-10-26
Valley National Advisers Inc
UNCHANGED1,4911,49100%$127.5K$126.7K-$7902026-10-23
Acropolis Investment Management, LLC
INCREASED1,4741,294+180+14%$110.6K$125.2K+$14.6K2026-10-08
Wealth Analytics Partners, LLC
NEW1,457—+1,457——$123.8K—2026-10-19
Bank & Trust Co
NEW1,440—+1,440——$122.3K—2026-10-07
Bangor Savings Bank
NEW1,400—+1,400——$118.9K—2026-10-06
Rydar Equities, Inc.
NEW1,384—+1,384——$117.3K—2026-10-13
Lynch Investment Planning, LLC
NEW1,356—+1,356——$115.2K—2026-10-27
Frankly Finances, LLC
UNCHANGED1,3501,35000%$115.4K$114.7K-$7162026-10-28
Nemes Rush Group LLC
INCREASED1,3081,306+2+0%$111.6K$111.1K-$4932026-11-04
Compass Financial Management LLC
INCREASED1,2771,214+63+5%$104.4K$108.5K+$4.1K2026-10-30
Manchester Capital Management LLC
DECREASED1,2651,455-190-13%$124.4K$107.4K-$16.9K2026-10-22
True Wealth Design, LLC
NEW1,198—+1,198——$101.8K—2026-10-13
Adirondack Trust Co
UNCHANGED1,1951,19500%$102.2K$101.5K-$6342026-10-14
Bell Investment Advisors, Inc
INCREASED1,1241,123+1+0%$96.0K$95.5K-$5072026-10-29
MidAtlantic Capital Management, Inc.
NEW1,116—+1,116——$94.8K—2026-11-05
SRH Advisors, LLC
UNCHANGED1,1151,11500%$95.3K$94.7K-$5912026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED1,080428+652+152%$36.6K$91.8K+$55.2K2026-10-15
CrossGen Wealth, LLC
UNCHANGED1,0481,04800%$89.6K$89.0K-$5562026-10-30
Avion Wealth
UNCHANGED1,0471,04700%$89.0K$88-$88.9K2026-11-04
Centerpoint Advisors, LLC
UNCHANGED1,0001,00000%$85.0K$85-$84.9K2026-11-05
Montag A & Associates Inc
INCREASED993763+230+30%$65.2K$84.3K+$19.1K2026-10-29
Montgomery Financial Services LLC
UNCHANGED97597500%$83.4K$82.8K-$5172026-11-03
GHP Investment Advisors, Inc.
DECREASED950958-8-1%$81.9K$80.7K-$1.2K2026-10-15
Aspect Partners, LLC
INCREASED900768+132+17%$65.7K$76.5K+$10.8K2026-10-20
MV Capital Management, Inc.
UNCHANGED89989900%$76.9K$76.4K-$4762026-10-29
Hilltop National Bank
UNCHANGED86286200%$73.7K$73.2K-$4562026-10-14
Farmers & Merchants Investments Inc
INCREASED853201+652+324%$17.2K$72.5K+$55.3K2026-10-22
William Mack & Associates, Inc.
NEW829—+829——$70.4K—2026-10-27
Atwood & Palmer Inc
INCREASED815315+500+159%$26.9K$69.2K+$42.3K2026-10-08
Davis Capital Management
UNCHANGED79379300%$67.8K$67.4K-$4212026-10-08
Physician Wealth Advisors, Inc.
INCREASED774171+603+353%$14.6K$65.8K+$51.2K2026-10-20
Hara Capital LLC
UNCHANGED70070000%$59.8K$59.5K-$3712026-10-30
Yankcom Partnership
DECREASED6821,455-773-53%$124.4K$57.9K-$66.4K2026-10-15
Legacies Wealth LLC
UNCHANGED67467400%$57.6K$57.3K-$3572026-11-02
Cdkv Holdings LLC
UNCHANGED65565500%$56.0K$55.6K-$3472026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED65065000%$55.6K$55.2K-$3452026-11-02
City State Bank
INCREASED635585+50+9%$50.0K$54.0K+$3.9K2026-10-20
Transce3nd, LLC
DECREASED627630-30%$53.8K$52.7K-$1.1K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED62262200%$53.2K$52.8K-$3302026-10-22
Carnegie Lake Advisors LLC
DECREASED5952,705-2,110-78%$231.3K$229.8K-$1.4K2026-11-03
Dorato Capital Management
UNCHANGED57057000%$48.6K$48.3K-$3132026-10-08
Elevation Wealth Partners, LLC
UNCHANGED55555500%$47.4K$47.2K-$2942026-10-07
Jnba Financial Advisors
UNCHANGED55555500%$47.4K$47.2K-$2942026-11-03
Vermillion Wealth Management, Inc.
DECREASED5499,351-8,802-94%$799.3K$46.6K-$752.7K2026-10-26
Nfsg Corp
INCREASED539538+1+0%$46.0K$45.8K-$2042026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED530529+1+0%$45.2K$45.0K-$2232026-10-20
Hartford Financial Management Inc.
UNCHANGED52852800%$45.1K$44.9K-$2802026-10-21
Maryland Capital Advisors Inc.
DECREASED493504-11-2%$43.1K$41.9K-$1.2K2026-10-15
Richardson Capital Management LLC
NEW486—+486——$41.3K—2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED474402+72+18%$34.4K$40.3K+$5.9K2026-10-13
GK Wealth Management LLC
NEW469—+469——$39.8K—2026-10-09
Grove Bank & Trust
DECREASED454455-10%$38.9K$38.6K-$3262026-10-08
Mountain Hill Investment Partners Corp.
INCREASED452409+43+11%$35.0K$38.4K+$3.4K2026-10-23
Mcdonald Partners LLC
UNCHANGED45045000%$38.5K$38.2K-$2392026-11-03
Harbor Asset Planning, Inc.
INCREASED449448+1+0%$38.3K$38.1K-$1692026-10-23
Wolff Wiese Magana LLC
NEW400—+400——$34.0K—2026-10-15
Mascoma Wealth Management LLC
NEW393—+393——$33.4K—2026-10-23
UMB Private Wealth Management, LLC
NEW377—+377——$32.0K—2026-10-19
James T. Borello RIA
UNCHANGED37537500%$32.1K$31.9K-$1992026-10-16
Quaker Wealth Management, LLC
UNCHANGED32632600%$27.9K$27.7K-$1732026-10-22
CGC Financial Services, LLC
UNCHANGED31031000%$26.5K$26.3K-$1642026-10-13
Bay Harbor Wealth Management, LLC
UNCHANGED29429400%$25.1K$25.0K-$1562026-11-03
Evermay Wealth Management LLC
NEW275—+275——$23.4K—2026-11-05
Bank of New Hampshire
DECREASED268358-90-25%$30.6K$22.8K-$7.8K2026-10-06
Rakuten Securities, Inc.
DECREASED2662,163-1,897-88%$184.9K$22.6K-$162.3K2026-11-02
Northstar Asset Management Co
INCREASED20296+106+110%$8.0K$16.9K+$8.9K2026-10-22
Foresight Capital Management Advisors, Inc.
NEW184—+184——$15.6K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED17441+133+324%$3.5K$14.8K+$11.3K2026-10-28
Mosley Wealth Management
UNCHANGED17117100%$14.6K$14.3K-$2822026-10-16
Cedar Mountain Advisors, LLC
DECREASED1631,317-1,154-88%$112.6K$13.9K-$98.7K2026-10-15
Balance Wealth Partners LLC
NEW148—+148——$12.6K—2026-10-27
Hughes Financial Services, LLC
NEW143—+143——$12.0K—2026-10-30
Putney Financial Group LLC
NEW142—+142——$12.1K—2026-10-30
Wilkerson Advisory Group LLC
INCREASED12159+62+105%$5.0K$10.3K+$5.3K2026-10-20
Y.D. More Investments Ltd
NEW120—+120——$10.2K—2026-11-02
Affinity Wealth LLC
NEW99—+99——$8.2K—2026-11-03
Citigroup Inc
DECREASED95478-383-80%$40.9K$8.0K-$32.8K2026-11-04
Private Wealth Management Group, LLC
INCREASED9493+1+1%$8.0K$7.9K-$362026-10-19
Thompson Investment Management, Inc.
UNCHANGED929200%$7.9K$7.8K-$492026-10-14
Essential Partners LLC
INCREASED8044+36+82%$3.8K$6.8K+$3.0K2026-10-14
American Capital Advisory, LLC
UNCHANGED747400%$6.4K$6.3K-$282026-10-28
StrongBox Wealth, LLC
DECREASED66101-35-35%$8.6K$5.6K-$3.0K2026-11-02
IFS Advisors, LLC
NEW65—+65——$5.5K—2026-10-14
Tradewinds Capital Management, LLC
INCREASED5242+10+24%$3.6K$4.4K+$8272026-10-23
Bare Financial Services, Inc
UNCHANGED525200%$4.4K$4.4K-$272026-11-04
Advocate Investing Services LLC
UNCHANGED515100%$4.4K$4.3K-$272026-10-26
Cape Investment Advisory, Inc.
DECREASED50671-621-93%$57.4K$4.2K-$53.1K2026-10-13
Friedenthal Financial
UNCHANGED505000%$4.3K$4.3K-$192026-10-27
City Holding Co
UNCHANGED505000%$4.3K$4.2K-$262026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED292900%$2.5K$2.5K-$152026-11-05
Go Invest LLC
UNCHANGED292900%$2.5K$2.5K+$12026-10-09
Kings Path Partners LLC
UNCHANGED282800%$2.4K$2.4K-$152026-10-21
Byrne Asset Management LLC
INCREASED2221+1+5%$1.8K$1.8K-$192026-10-06
MB, Levis & Associates, LLC
UNCHANGED212100%$1.8K$1.8K-$82026-10-16
Navigoe, LLC
UNCHANGED161600%$1$1$02026-11-04
Hoey Investments, Inc
NEW15—+15——$1.3K—2026-10-29
Blume Capital Management, Inc.
UNCHANGED151500%$1.3K$1.3K-$82026-10-26
Essential Investment Partners LLC
UNCHANGED141400%$1.2K$1.2K-$82026-10-27
Signature Resources Capital Management, LLC
DECREASED13115-102-89%$9.8K$1.1K-$8.7K2026-10-16
1620 Investment Advisors, Inc.
UNCHANGED131300%$1.1K$1.1K-$72026-11-04
Piscataqua Savings Bank
UNCHANGED121200%$1.0K$1.0K-$62026-10-21
Security National Bank
NEW8—+8——$680—2026-10-26
Birchbrook, Inc.
INCREASED87+1+14%$641$638-$32026-10-14
Miller Global Investments, LLC
UNCHANGED8800%$709$706-$32026-10-02
Salomon & Ludwin, LLC
UNCHANGED6600%$507$510+$32026-10-29
Ulland Investment Advisors, LLC
UNCHANGED2200%$0$0$02026-10-13
Gen-Wealth Partners Inc
NEW1—+1——$75—2026-11-04
RHL Group, LLC
DECREASED127-26-96%$2.3K$120-$2.2K2026-11-04
Valued Wealth Advisors LLC
UNCHANGED1100%$86$85-$12026-11-05
Cypress Capital, LLC
CLOSED050,700-50,700-100%$4.3M$0-$4.3M2026-10-20
Powers Advisory Group, LLC
CLOSED015,779-15,779-100%$1.3M$0-$1.3M2026-10-14
Lionsbridge Wealth Management LLC
CLOSED010,099-10,099-100%$863.4K$0-$863.4K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED08,102-8,102-100%$692.6K$0-$692.6K2026-10-27
Capital Asset Advisory Services LLC
CLOSED05,527-5,527-100%$472.5K$0-$472.5K2026-10-30
Cravens & Co Advisors, LLC
CLOSED05,170-5,170-100%$442.0K$0-$442.0K2026-10-16
Avestar Capital, LLC
CLOSED04,670-4,670-100%$399.2K$0-$399.2K2026-10-28
World Equity Group, Inc.
CLOSED04,376-4,376-100%$374.1K$0-$374.1K2026-10-14
Montz Harcus Wealth Management LLC
CLOSED04,265-4,265-100%$364.6K$0-$364.6K2026-10-09
One Advisory Partners, LLC
CLOSED04,227-4,227-100%$361.4K$0-$361.4K2026-10-22
Everett Harris & Co
CLOSED04,152-4,152-100%$355.0K$0-$355.0K2026-10-28
Stokes Capital Advisors, LLC
CLOSED04,032-4,032-100%$344.7K$0-$344.7K2026-10-09
IFG Advisors, LLC
CLOSED03,756-3,756-100%$321.1K$0-$321.1K2026-10-15
Johnson Financial Group, LLC
CLOSED03,315-3,315-100%$283.4K$0-$283.4K2026-11-03
Paragon Advisors, LLC
CLOSED03,169-3,169-100%$270.9K$0-$270.9K2026-11-03
Canandaigua National Bank & Trust Co
CLOSED02,937-2,937-100%$251.1K$0-$251.1K2026-10-07
Total Clarity Wealth Management, Inc.
CLOSED02,874-2,874-100%$245.7K$0-$245.7K2026-10-26
Capstone Wealth Management Group, LLC
CLOSED02,672-2,672-100%$228.4K$0-$228.4K2026-11-05
Hegarty Advisors, LLC
CLOSED02,528-2,528-100%$216.1K$0-$216.1K2026-10-20
Albion Financial Group
CLOSED02,066-2,066-100%$176.6K$0-$176.6K2026-10-21
Salem Investment Counselors Inc
CLOSED02,061-2,061-100%$176.2K$0-$176.2K2026-10-13
Solstein Capital, LLC
CLOSED01,714-1,714-100%$146.5K$0-$146.5K2026-11-02
LifeSteps Financial, Inc.
CLOSED01,215-1,215-100%$103.9K$0-$103.9K2026-10-15
Sims Investment Management, LLC
CLOSED01,073-1,073-100%$91.7K$0-$91.7K2026-10-13
Kingdom Financial Group Llc.
CLOSED0809-809-100%$69.2K$0-$69.2K2026-11-04
Torren Management, LLC
CLOSED0393-393-100%$33.6K$0-$33.6K2026-10-29
Stone House Investment Management, LLC
CLOSED051-51-100%$4.4K$0-$4.4K2026-10-23
POM Investment Strategies, LLC
CLOSED014-14-100%$1.2K$0-$1.2K2026-10-20
Gill Capital Partners, LLC
CLOSED08-8-100%$650$0-$6502026-10-13
Commonwealth Retirement Investments LLC
CLOSED05-5-100%$430$0-$4302026-10-26
PFS Partners, LLC
CLOSED03-3-100%$264$0-$2642026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$395.0K$680.3K+$285.3K2026-10-29
Vanguard Advisers Inc
N/A—89,614,585-89,614,585-100%$7.7B———
Bank of America Corp
N/A—24,262,281-24,262,281-100%$2.1B———
Morgan Stanley
N/A—15,670,131-15,670,131-100%$1.3B———
Envestnet Asset Management Inc
N/A—12,227,362-12,227,362-100%$1.0B———
Jane Street Group, LLC
N/A—8,318,953-8,318,953-100%$711.2M———
Cetera Investment Advisers
N/A—6,789,217-6,789,217-100%$580.4M———
UBS Group AG
N/A—6,583,331-6,583,331-100%$562.8M———
Wealthspire Advisors, LLC
N/A—6,446,651-6,446,651-100%$551.1M———
LPL Financial LLC
N/A—5,816,052-5,816,052-100%$497.2M———
Aptus Capital Advisors, LLC
N/A—5,741,209-5,741,209-100%$490.8M———
Ameriprise Financial Inc
N/A—5,470,609-5,470,609-100%$467.7M———
Royal Bank of Canada
N/A—4,824,800-4,824,800-100%$412.5M———
Wells Fargo & Company
N/A—4,816,465-4,816,465-100%$411.8M———
HighTower Advisors, LLC
N/A—4,485,289-4,485,289-100%$383.4M———
SG Americas Securities, LLC
N/A—4,000,000-4,000,000-100%$342.0M———
Raymond James Financial Inc
N/A—3,989,477-3,989,477-100%$341.1M———
Jupiter Topco LLC
N/A—2,961,440-2,961,440-100%$253.2M———
Wellspring Financial Advisors, LLC
N/A—2,933,385-2,933,385-100%$2.9M———
Osaic Holdings, Inc.
N/A—2,512,181-2,512,181-100%$214.8M———
Vanguard National Trust Co
N/A—2,401,522-2,401,522-100%$205.3M———
Cerity Partners LLC
N/A—2,257,242-2,257,242-100%$180.7M———
Zhang Financial LLC
N/A—2,246,322-2,246,322-100%$192.0M———
Mercer Global Advisors Inc
N/A—2,210,219-2,210,219-100%$189.0M———
Tidal Investments LLC
N/A—2,152,807-2,152,807-100%$184.0M———
SEI Investments Co
N/A—1,952,533-1,952,533-100%$166.9M———
First American Financial Corp
N/A—1,918,164-1,918,164-100%$164.0M———
Atomic Invest LLC
N/A—1,836,573-1,836,573-100%$156.0M———
Captrust Financial Advisors
N/A—1,815,825-1,815,825-100%$155.2M———
JPMorgan Chase & Co
N/A—1,766,385-1,766,385-100%$150.0M———
Vestmark Advisory Solutions, Inc.
N/A—1,739,716-1,739,716-100%$148.7M———
Focus Partners Wealth
N/A—1,700,391-1,700,391-100%$145.4M———
Rockefeller Capital Management L.P.
N/A—1,531,351-1,531,351-100%$130.9M———
Lincoln National Corp
N/A—1,439,435-1,439,435-100%$123.1M———
Alliancebernstein L.P.
N/A—1,341,785-1,341,785-100%$103.5M———
Global Endowment Management, LP
N/A—1,217,344-1,217,344-100%$104.1M———
Envestnet Portfolio Solutions, Inc.
N/A—1,193,241-1,193,241-100%$102.0M———
Northwestern Mutual Wealth Management Co
N/A—1,160,076-1,160,076-100%$99.2M———
Capstone Financial Advisors, Inc.
N/A—1,153,621-1,153,621-100%$98.6M———
Roble, Belko & Company, Inc
N/A—1,102,361-1,102,361-100%$94.2M———
Savant Capital, LLC
N/A—1,099,658-1,099,658-100%$89.2M———
First National Bank of Omaha
N/A—1,084,665-1,084,665-100%$92.1M———
Stifel Financial Corp
N/A—1,052,877-1,052,877-100%$90.0M———
Dakota Wealth Management
N/A—1,043,855-1,043,855-100%$89.2M———
Mariner, LLC
N/A—1,026,457-1,026,457-100%$87.7M———
Pathstone Holdings, LLC
N/A—998,798-998,798-100%$85.4M———
MML Investors Services, LLC
N/A—952,246-952,246-100%$81.4M———
Jones Financial Companies Lllp
N/A—918,060-918,060-100%$77.6M———
IEQ Capital, LLC
N/A—917,505-917,505-100%$78.4M———
Caprock Group, LLC
N/A—893,166-893,166-100%$76.4M———
FMR LLC
N/A—883,797-883,797-100%$75.6M———
Moneta Group Investment Advisors LLC
N/A—840,553-840,553-100%$71.9M———
Equitable Holdings, Inc.
N/A—788,540-788,540-100%$67.4M———
Greenline Partners, LLC
N/A—781,904-781,904-100%$66.8M———
Private Advisor Group, LLC
N/A—760,554-760,554-100%$65.0M———
Beacon Pointe Advisors, LLC
N/A—742,585-742,585-100%$63.5M———
Haverford Trust Co
N/A—742,447-742,447-100%$63.5M———
SAM Advisors, LLC
N/A—736,191-736,191-100%$62.9M———
Bogart Wealth, LLC
N/A—726,955-726,955-100%$62.1M———
Wealthfront Advisers LLC
N/A—725,063-725,063-100%$62.0M———
Topsail Wealth Management, LLC
N/A—705,274-705,274-100%$60.3M———
Woodbridge Co LTD
N/A—668,000-668,000-100%$57.1M———
Prudential PLC
N/A—655,635-655,635-100%$56.1M———
IMA Advisory Services, Inc.
N/A—622,737-622,737-100%$53.2M———
Northern Trust Corp
N/A—617,531-617,531-100%$52.8M———
National Philanthropic Trust
N/A—611,628-611,628-100%$52.3M———
GeoWealth Management, LLC
N/A—570,737-570,737-100%$48.8M———
N.E.W. Advisory Services LLC
N/A—556,568-556,568-100%$47.6M———
TRB Wealth Management, LLC
N/A—529,782-529,782-100%$45.3M———
Goldman Sachs Group Inc
N/A—521,334-521,334-100%$44.6M———
Brown Advisory Inc
N/A—504,459-504,459-100%$43.1M———
CIBC Bancorp USA Inc.
N/A—502,200-502,200-100%$42.9M———
MAI Capital Management
N/A—474,579-474,579-100%$40.6M———
Betterment LLC
N/A—468,494-468,494-100%$40.1M———
Allworth Financial LP
N/A—450,615-450,615-100%$38.5M———
Bragg Financial Advisors, Inc
N/A—446,466-446,466-100%$38.2M———
Cresset Asset Management, LLC
N/A—434,154-434,154-100%$37.1M———
BlackRock, Inc.
N/A—431,849-431,849-100%$36.9M———
NewEdge Advisors, LLC
N/A—420,091-420,091-100%$35.9M———
UBS Asset Management Americas LLC
N/A—418,019-418,019-100%$35.7M———
Clearstead Advisors, LLC
N/A—415,990-415,990-100%$35.6M———
Stuart Investment Advisors, Inc.
N/A—401,654-401,654-100%$34.3M———
Stratos Wealth Partners, Ltd.
N/A—393,154-393,154-100%$33.6M———
AQR Capital Management LLC
N/A—390,580-390,580-100%$33.4M———
Sanctuary Advisors, LLC
N/A—389,370-389,370-100%$33.3M———
Hardy Reed LLC
N/A—381,595-381,595-100%$32.6M———
Arax Advisory Partners
N/A—377,384-377,384-100%$32.3M———
PNC Financial Services Group, Inc.
N/A—371,312-371,312-100%$31.7M———
CIBC World Market Inc.
N/A—370,656-370,656-100%$31.7M———
Bank of Montreal
N/A—356,275-356,275-100%$30.5M———
Scotia Capital Inc.
N/A—355,676-355,676-100%$30.4M———
Sunflower Bank, N.A.
N/A—353,954-353,954-100%$30.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—344,219-344,219-100%$29.4M———
Blair William & Co
N/A—342,216-342,216-100%$29.3M———
OneAscent Financial Services LLC
N/A—335,307-335,307-100%$28.7M———
BOK Financial Private Wealth, Inc.
N/A—330,495-330,495-100%$28.3M———
Harbour Investments, Inc.
N/A—327,624-327,624-100%$28.0M———
Capital Investment Management, Inc.
N/A—327,338-327,338-100%$28.0M———
Nuveen, LLC
N/A—322,337-322,337-100%$27.6M———
Geneos Wealth Management Inc.
N/A—318,963-318,963-100%$27.3M———
Shelter Mutual Insurance Co
N/A—314,823-314,823-100%$26.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—310,372-310,372-100%$26.5M———
Resolute Capital, LLC
N/A—310,114-310,114-100%$26.5M———
Pinnacle Financial Partners, Inc.
N/A—305,583-305,583-100%$26.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—300,174-300,174-100%$25.7M———
Gotham Asset Management, LLC
N/A—298,111-298,111-100%$25.5M———
Integrated Wealth Concepts LLC
N/A—296,442-296,442-100%$25.3M———
Estate Counselors, LLC
N/A—296,146-296,146-100%$25.3M———
OneDigital Investment Advisors LLC
N/A—291,213-291,213-100%$24.9M———
Choate Investment Advisors
N/A—286,869-286,869-100%$24.5M———
Navalign, LLC
N/A—285,185-285,185-100%$24.4M———
XP Advisory US, Inc.
N/A—280,137-280,137-100%$23.9M———
Susquehanna International Group, LLP
N/A—259,591-259,591-100%$22.2M———
Waverly Advisors, LLC
N/A—259,347-259,347-100%$22.2M———
Sykon Capital LLC
N/A—252,242-252,242-100%$21.6M———
Prime Buchholz LLC
N/A—251,639-251,639-100%$21.5M———
EP Wealth Advisors, LLC
N/A—240,547-240,547-100%$20.6M———
Okabena Investment Services Inc
N/A—239,553-239,553-100%$20.5M———
Cardiff Park Advisors, LLC
N/A—239,479-239,479-100%$20.5M———
WealthCollab, LLC
N/A—238,561-238,561-100%$20.4M———
Quantinno Capital Management LP
N/A—230,783-230,783-100%$19.7M———
United Services Automobile Association
N/A—221,656-221,656-100%$18.9M———
CSM Advisors, LLC
N/A—220,037-220,037-100%$18.8M———
Callan Family Office, LLC
N/A—217,223-217,223-100%$18.6M———
Focus Partners Advisor Solutions, LLC
N/A—214,786-214,786-100%$18.4M———
Ogorek Anthony Joseph
N/A—213,815-213,815-100%$18.3M———
Advisory Services Network, LLC
N/A—213,801-213,801-100%$18.3M———
Summit Financial, LLC
N/A—209,889-209,889-100%$17.9M———
Steward Partners Investment Advisory, LLC
N/A—195,769-195,769-100%$16.7M———
Swisher Financial Concepts, Inc.
N/A—188,279-188,279-100%$16.1M———
Genesis Wealth Advisors, LLC
N/A—186,785-186,785-100%$16.0M———
Tribridge Partners Financial LLC
N/A—185,459-185,459-100%$15.5M———
Janney Montgomery Scott LLC
N/A—182,597-182,597-100%$15.6M———
Centric Wealth Management
N/A—180,068-180,068-100%$15.3M———
Sequoia Financial Advisors, LLC
N/A—177,910-177,910-100%$15.2M———
Diversified Trust Co
N/A—176,543-176,543-100%$15.1M———
Calydon Capital
N/A—174,381-174,381-100%$14.9M———
Arkadios Wealth Advisors
N/A—170,811-170,811-100%$14.6M———
Barclays PLC
N/A—158,701-158,701-100%$13.6M———
ST Germain D J Co Inc
N/A—156,266-156,266-100%$13.4M———
Global Retirement Partners, LLC
N/A—154,372-154,372-100%$13.2M———
BNP Paribas Financial Markets
N/A—151,127-151,127-100%$12.9M———
Northstar Group, Inc.
N/A—149,816-149,816-100%$12.8M———
AE Wealth Management LLC
N/A—146,093-146,093-100%$12.5M———
Bank of Hawaii
N/A—142,511-142,511-100%$12.2M———
Applied Capital LLC
N/A—141,621-141,621-100%$12.1M———
NewEdge Wealth, LLC
N/A—136,496-136,496-100%$11.7M———
Optas, LLC
N/A—129,736-129,736-100%$11.1M———
Glenmede Trust Co NA
N/A—126,566-126,566-100%$10.8M———
Kingsview Wealth Management, LLC
N/A—123,675-123,675-100%$10.6M———
Aperture Investors, LLC
N/A—122,377-122,377-100%$10.5M———
O'shaughnessy Asset Management, LLC
N/A—119,674-119,674-100%$10.2M———
Cornerstone Financial Group, LLC
N/A—115,493-115,493-100%$9.9M———
Merit Financial Group, LLC
N/A—115,380-115,380-100%$9.9M———
Vernal Point Advisors, LLC
N/A—115,083-115,083-100%$9.8M———
Mrwm Advisors, LLC
N/A—112,404-112,404-100%$9.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—110,467-110,467-100%$9.4M———
Bank Hapoalim BM
N/A—109,499-109,499-100%$9.4M———
Modern Wealth Management, LLC
N/A—109,410-109,410-100%$9.4M———
SSI Investment Management LLC
N/A—107,798-107,798-100%$9.2M———
World Investment Advisors
N/A—106,957-106,957-100%$8.8M———
Nwam LLC
N/A—105,782-105,782-100%$9.0M———
Brio Consultants, LLC
N/A—104,118-104,118-100%$8.9M———
Leavell Investment Management, Inc.
N/A—101,537-101,537-100%$8.7M———
Atlantic Private Wealth, LLC
N/A—100,331-100,331-100%$8.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—94,201-94,201-100%$8.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—93,800-93,800-100%$8.0M———
Roundview Capital LLC
N/A—90,913-90,913-100%$7.8M———
Guardian Wealth Advisors, LLC / NC
N/A—90,597-90,597-100%$7.7M———
Composition Wealth, LLC
N/A—90,225-90,225-100%$7.7M———
Disciplined Investors, L.L.C.
N/A—87,300-87,300-100%$7.5M———
Valmark Advisers, Inc.
N/A—85,524-85,524-100%$7.3M———
Rockbridge Investment Management, LCC
N/A—85,433-85,433-100%$7.3M———
Coastal Bridge Advisors, LLC
N/A—84,968-84,968-100%$7.3M———
Dorsey & Whitney Trust Co LLC
N/A—83,736-83,736-100%$7.2M———
Lowe Brockenbrough & Co Inc
N/A—83,677-83,677-100%$7.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—82,598-82,598-100%$7.1M———
Main Management LLC
N/A—82,282-82,282-100%$7.0M———
Independent Advisor Alliance
N/A—81,567-81,567-100%$7.0M———
RWA Wealth Partners, LLC
N/A—81,104-81,104-100%$6.9M———
Range Advisory, LLC
N/A—80,609-80,609-100%$6.9M———
Mayport, LLC
N/A—79,824-79,824-100%$6.8M———
Orcam Financial Group
N/A—79,771-79,771-100%$6.8M———
Warner Financial, Inc
N/A—78,752-78,752-100%$6.7M———
Baird Financial Group, Inc.
N/A—78,482-78,482-100%$6.7M———
Theory Financial LLC
N/A—78,191-78,191-100%$6.7M———
Ames National Corp
N/A—77,720-77,720-100%$6.6M———
Integrity Wealth Solutions LLC
N/A—77,631-77,631-100%$6.6M———
Silver Oak Advisory Group, Inc.
N/A—76,986-76,986-100%$6.6M———
SageView Advisory Group, LLC
N/A—75,189-75,189-100%$6.4M———
Greenwich Wealth Management LLC
N/A—75,124-75,124-100%$6.4M———
Summit Wealth Group, LLC
N/A—74,124-74,124-100%$6.3M———
Madden Advisory Services, Inc.
N/A—73,824-73,824-100%$6.3M———
Insigneo Advisory Services, LLC
N/A—73,418-73,418-100%$6.3M———
CreativeOne Wealth, LLC
N/A—72,409-72,409-100%$6.2M———
Azimuth Capital Investment Management LLC
N/A—71,557-71,557-100%$6.1M———
VAN Strum & Towne Inc.
N/A—71,482-71,482-100%$6.1M———
Good Steward Wealth Advisors,LLC
N/A—71,199-71,199-100%$6.1M———
Savvy Advisors, Inc.
N/A—71,185-71,185-100%$6.1M———
Gateway Wealth Partners, LLC
N/A—70,976-70,976-100%$6.1M———
Wescott Financial Advisory Group, LLC
N/A—70,500-70,500-100%$6.0M———
Wayfinding Financial, LLC
N/A—69,724-69,724-100%$6.0M———
Natixis Advisors, LLC
N/A—69,421-69,421-100%$5.9M———
Basecamp Wealth Advisors LLC
N/A—69,284-69,284-100%$5.9M———
Ausdal Financial Partners, Inc.
N/A—68,977-68,977-100%$5.9M———
Integrated Wealthcare, LLC
N/A—68,474-68,474-100%$5.9M———
Ruggaard & Associates LLC
N/A—68,237-68,237-100%$5.8M———
TD Capital Management LLC
N/A—67,370-67,370-100%$5.8M———
Red Wave Investments LLC
N/A—66,344-66,344-100%$5.7M———
IFG Advisory, LLC
N/A—66,243-66,243-100%$5.7M———
Main Street Financial Solutions, LLC
N/A—65,787-65,787-100%$5.6M———
Twin Focus Capital Partners, LLC
N/A—65,166-65,166-100%$5.6M———
Everest Private Wealth
N/A—65,060-65,060-100%$5.6M———
TFO Wealth Partners, LLC
N/A—64,166-64,166-100%$5.5M———
Eschler Asset Management LLP
N/A—62,218-62,218-100%$5.3M———
Unconventional Investor, LLC
N/A—60,940-60,940-100%$5.2M———
Commerce Bank
N/A—60,574-60,574-100%$5.2M———
Sovereign Investment Advisors, LLC
N/A—60,482-60,482-100%$5.2M———
Magnolia Capital Advisors LLC
N/A—59,431-59,431-100%$5.1M———
Huntington National Bank
N/A—58,578-58,578-100%$5.0M———
Fiduciary Group, LLC
N/A—58,483-58,483-100%$5.0M———
HRT Financial LP
N/A—58,241-58,241-100%$5.0M———
Proffitt & Goodson Inc
N/A—55,340-55,340-100%$4.7M———
Rothschild Wealth LLC
N/A—54,417-54,417-100%$4.7M———
Principal Securities, Inc.
N/A—53,774-53,774-100%$4.6M———
Kovack Advisors, Inc.
N/A—50,516-50,516-100%$4.3M———
Atlas Legacy Advisors, LLC
N/A—50,413-50,413-100%$4.3M———
Strategic Investment Solutions, Inc.
N/A—50,105-50,105-100%$4.3M———
Prosperity Bancshares Inc
N/A—49,833-49,833-100%$4.3M———
Regal Investment Advisors LLC
N/A—49,029-49,029-100%$4.2M———
Colter Lewis Investment Partners LLC
N/A—48,614-48,614-100%$4.2M———
Chilton Investment Co Inc.
N/A—47,829-47,829-100%$4.1M———
Essex Financial Services, Inc.
N/A—47,099-47,099-100%$4.0M———
Nicolet Bankshares Inc
N/A—46,917-46,917-100%$4.0M———
Continuum Advisory, LLC
N/A—46,159-46,159-100%$3.9M———
Wealthspire Retirement, LLC
N/A—46,038-46,038-100%$3.9M———
Curi Capital, LLC
N/A—46,027-46,027-100%$3.9M———
Consultiva Wealth Management, Corp.
N/A—45,137-45,137-100%$3.9M———
Headland Capital, LLC
N/A—45,087-45,087-100%$3.9M———
&partners
N/A—44,672-44,672-100%$3.8M———
Great Valley Advisor Group, Inc.
N/A—44,567-44,567-100%$3.8M———
M&T Bank Corp
N/A—43,979-43,979-100%$3.8M———
Franklin Resources Inc
N/A—43,801-43,801-100%$3.7M———
Brookwood Investment Group LLC
N/A—43,253-43,253-100%$3.7M———
Waddell & Associates, LLC
N/A—43,139-43,139-100%$3.7M———
Fiducient Advisors LLC
N/A—43,095-43,095-100%$3.7M———
Twin Peaks Wealth Advisors, LLC
N/A—42,712-42,712-100%$3.7M———
United Capital Financial Advisors, LLC
N/A—42,483-42,483-100%$3.6M———
Nikulski Financial, Inc.
N/A—42,152-42,152-100%$3.6M———
Glassman Wealth Services
N/A—40,247-40,247-100%$3.4M———
RBF Capital, LLC
N/A—40,000-40,000-100%$3.4M———
Ameritas Advisory Services, LLC
N/A—39,802-39,802-100%$3.4M———
Mayflower Financial Advisors, LLC
N/A—39,689-39,689-100%$3.4M———
Entruity Wealth, LLC
N/A—39,640-39,640-100%$3.4M———
New Republic Capital, LLC
N/A—39,567-39,567-100%$3.4M———
Aberdeen Wealth Management LLC
N/A—38,932-38,932-100%$3.3M———
Comprehensive Financial Management LLC
N/A—38,568-38,568-100%$3.3M———
Kastel Capital Advisors, LLC
N/A—38,400-38,400-100%$3.0M———
Pallas Capital Advisors LLC
N/A—38,389-38,389-100%$3.3M———
Belpointe Asset Management LLC
N/A—38,267-38,267-100%$3.3M———
Boston Family Office LLC
N/A—37,459-37,459-100%$3.2M———
Graney & King, LLC
N/A—37,437-37,437-100%$3.2M———
Clayton Partners LLC
N/A—37,362-37,362-100%$3.2M———
Empirical Finance, LLC
N/A—37,060-37,060-100%$3.2M———
Banco BTG Pactual S.A.
N/A—36,552-36,552-100%$3.1M———
Fisher Asset Management, LLC
N/A—35,731-35,731-100%$3.1M———
Johnson Investment Counsel Inc
N/A—35,179-35,179-100%$3.0M———
First Manhattan Co. Llc.
N/A—35,040-35,040-100%$3.0M———
Truepoint, Inc.
N/A—34,162-34,162-100%$2.9M———
Christine Messmer PC
N/A—33,856-33,856-100%$2.9M———
Medallion Wealth Advisors, LLC
N/A—33,656-33,656-100%$2.9M———
Coldstream Capital Management Inc
N/A—33,558-33,558-100%$2.9M———
Ascent Advisors, LLC
N/A—33,402-33,402-100%$2.8M———
OFC Financial Planning, LLC
N/A—33,116-33,116-100%$2.8M———
Brown Brothers Harriman & Co
N/A—33,083-33,083-100%$2.8M———
Summit Trail Advisors, LLC
N/A—32,673-32,673-100%$2.8M———
Fortis Capital Advisors, LLC
N/A—32,455-32,455-100%$2.8M———
Moors & Cabot, Inc.
N/A—31,725-31,725-100%$2.7M———
S&T Bank
N/A—31,517-31,517-100%$2.7M———
National Bank of Canada
N/A—31,489-31,489-100%$2.7M———
Hills Bank & Trust Co
N/A—31,396-31,396-100%$2.7M———
Baldwin Investment Management, LLC
N/A—31,368-31,368-100%$2.7M———
Neuberger Berman Group LLC
N/A—31,121-31,121-100%$2.7M———
UMB Bank, n.a.
N/A—30,996-30,996-100%$2.6M———
Steffes Financial, Ltd.
N/A—30,898-30,898-100%$2.6M———
GWN Securities Inc.
N/A—30,891-30,891-100%$2.6M———
Serenus Wealth Advisors, LLC
N/A—30,873-30,873-100%$2.6M———
Avalon Trust Co
N/A—29,629-29,629-100%$2.5M———
Cary Street Partners Financial LLC
N/A—29,528-29,528-100%$2.5M———
Silvercrest Asset Management Group LLC
N/A—29,386-29,386-100%$2.5M———
Inkwell Capital LLC
N/A—29,230-29,230-100%$2.5M———
Bernicke Wealth Management, Ltd.
N/A—29,013-29,013-100%$2.5M———
Alta Wealth Advisors LLC
N/A—28,986-28,986-100%$2.5M———
Olde Wealth Management, LLC
N/A—28,252-28,252-100%$2.4M———
Roehl & Yi Investment Advisors, LLC
N/A—27,973-27,973-100%$1.7M———
Windsor Advisory Group, LLC
N/A—27,917-27,917-100%$2.4M———
Pitti Group Wealth Management, LLC
N/A—27,693-27,693-100%$2.4M———
Quent Capital, LLC
N/A—27,650-27,650-100%$928.4K———
JMG Financial Group, Ltd.
N/A—27,323-27,323-100%$2.3M———
Cbiz Investment Advisory Services, LLC
N/A—27,307-27,307-100%$2.1M———
Cornerstone Advisors Asset Management, LLC
N/A—27,172-27,172-100%$2.3M———
M3 Advisory Group, LLC
N/A—26,902-26,902-100%$2.3M———
Westfuller Advisors, LLC
N/A—26,542-26,542-100%$2.3M———
Strathmore Capital Advisors, Inc.
N/A—26,249-26,249-100%$2.2M———
Everstar Asset Management, LLC
N/A—26,239-26,239-100%$2.2M———
Troutman Wealth Management, LLC
N/A—26,178-26,178-100%$2.2M———
Investment Advisory Group, LLC
N/A—26,107-26,107-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—25,965-25,965-100%$2.2M———
Ballentine Partners, LLC
N/A—25,804-25,804-100%$2.2M———
Hollencrest Capital Management
N/A—25,784-25,784-100%$2.2M———
LRI Investments, LLC
N/A—25,755-25,755-100%$2.2M———
Strategic Financial Services, Inc.
N/A—25,725-25,725-100%$2.2M———
Argent Trust Co
N/A—25,226-25,226-100%$2.2M———
Maripau Wealth Management LLC
N/A—25,152-25,152-100%$2.2M———
Mosaic Advisors LLC
N/A—24,856-24,856-100%$2.1M———
Empower Advisory Group, LLC
N/A—24,787-24,787-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—24,498-24,498-100%$2.1M———
North Star Asset Management Inc
N/A—24,371-24,371-100%$2.1M———
Level Four Advisory Services, LLC
N/A—24,315-24,315-100%$2.1M———
Sky-Mountain Capital Management, Inc.
N/A—23,407-23,407-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—23,095-23,095-100%$2.0M———
Whittier Trust Co
N/A—22,949-22,949-100%$2.0M———
Atlas Capital Advisors Inc.
N/A—22,701-22,701-100%$1.9M———
Western Wealth Management, LLC
N/A—22,153-22,153-100%$1.9M———
Fiduciary Trust Co
N/A—22,084-22,084-100%$1.9M———
Bessemer Group Inc
N/A—21,702-21,702-100%$1.9M———
Freestone Capital Holdings, LLC
N/A—21,502-21,502-100%$1.8M———
Davis R M Inc
N/A—21,412-21,412-100%$1.8M———
Werba Rubin Papier Wealth Management
N/A—21,361-21,361-100%$1.8M———
Safe Harbor Fiduciary, LLC
N/A—20,961-20,961-100%$1.8M———
SCS Capital Management LLC
N/A—20,912-20,912-100%$1.8M———
Meridian Wealth Partners, LLC
N/A—20,809-20,809-100%$1.8M———
Fiduciary Financial Advisors
N/A—20,684-20,684-100%$1.8M———
Kintra Wealth, LLC
N/A—20,645-20,645-100%$1.8M———
Bleakley Financial Group, LLC
N/A—20,568-20,568-100%$1.8M———
ATLas Financial Planning LLC
N/A—20,414-20,414-100%$1.7M———
Cura Wealth Advisors, LLC
N/A—20,155-20,155-100%$1.7M———
HighPoint Advisor Group LLC
N/A—20,070-20,070-100%$1.7M———
Innovative Asset Advisors Group, LLC
N/A—19,824-19,824-100%$1.7M———
Smithfield Trust Co
N/A—19,658-19,658-100%$1.7M———
Elm Partners Management LLC
N/A—18,928-18,928-100%$1.6M———
United Bank
N/A—18,500-18,500-100%$1.6M———
PFG Investments, LLC
N/A—18,393-18,393-100%$1.6M———
Jasper Ridge Partners, L.P.
N/A—18,369-18,369-100%$1.6M———
Smartleaf Asset Management LLC
N/A—18,265-18,265-100%$1.6M———
Sittner & Nelson, LLC
N/A—18,260-18,260-100%$1.6M———
Accretive Wealth Partners, LLC
N/A—18,056-18,056-100%$1.5M———
Verity Wealth Advisors
N/A—18,045-18,045-100%$1.5M———
Purpose Unlimited Inc.
N/A—18,000-18,000-100%$1.5M———
WCG Wealth Advisors LLC
N/A—17,969-17,969-100%$1.5M———
SouthState Bank Corp
N/A—17,780-17,780-100%$1.5M———
NorthRock Partners, LLC
N/A—17,780-17,780-100%$1.5M———
Bridgewater Advisors Inc.
N/A—17,631-17,631-100%$1.5M———
Tortoise Investment Management, LLC
N/A—17,501-17,501-100%$1.5M———
Red Door Wealth Management, LLC
N/A—17,465-17,465-100%$1.5M———
One Degree Advisors Inc
N/A—17,338-17,338-100%$1.5K———
Partners in Financial Planning
N/A—17,158-17,158-100%$1.5M———
O'rourke & Company, Inc
N/A—17,128-17,128-100%$1.5M———
Lummis Asset Management, LP
N/A—17,095-17,095-100%$1.5M———
DiPaolo Financial Group, Inc.
N/A—17,017-17,017-100%$1.5M———
Rothschild Investment LLC
N/A—16,950-16,950-100%$1.4M———
IHT Wealth Management, LLC
N/A—16,940-16,940-100%$1.4M———
Benjamin Edwards Inc
N/A—16,889-16,889-100%$1.4M———
Weik Capital Management
N/A—16,855-16,855-100%$1.4M———
Chevy Chase Trust Holdings, LLC
N/A—16,774-16,774-100%$1.4M———
Bravera Wealth
N/A—16,746-16,746-100%$1.4M———
Exit Wealth Advisors, Llc.
N/A—16,478-16,478-100%$1.4M———
Bedel Financial Consulting, Inc.
N/A—16,434-16,434-100%$1.4M———
Strategies Wealth Advisors, LLC
N/A—16,414-16,414-100%$1.4M———
Berger Financial Group, Inc
N/A—16,312-16,312-100%$1.4M———
Independent Family Office, LLC
N/A—16,057-16,057-100%$1.4M———
Carter Financial, LLC
N/A—16,014-16,014-100%$1.4M———
Raffa Wealth Management, LLC
N/A—15,975-15,975-100%$1.4M———
BFC Planning, Inc.
N/A—15,921-15,921-100%$1.4M———
Thoroughbred Financial Services, LLC
N/A—15,844-15,844-100%$1.4M———
Mission Creek Capital Partners, Inc.
N/A—15,763-15,763-100%$1.3M———
Cambria Investment Management, L.P.
N/A—15,747-15,747-100%$1.3M———
Empowered Funds, LLC
N/A—15,747-15,747-100%$1.3M———
Tilson Financial Group, Inc.
N/A—15,628-15,628-100%$1.3M———
Beacon Bridge Wealth Partners, LLC
N/A—15,516-15,516-100%$1.3M———
Panoramic Investment Advisors, LLC
N/A—15,374-15,374-100%$1.3M———
Squarepoint Ops LLC
N/A—15,318-15,318-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—15,177-15,177-100%$1.3M———
Security National Bank of Sioux City Iowa
N/A—15,165-15,165-100%$1.3M———
Ascension Capital Advisors, Inc.
N/A—15,151-15,151-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—15,105-15,105-100%$1.3M———
Auxano Advisors, LLC
N/A—15,002-15,002-100%$1.3M———
ProVise Management Group, LLC
N/A—14,980-14,980-100%$1.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—14,865-14,865-100%$1.3M———
Snowden Capital Advisors LLC
N/A—14,827-14,827-100%$1.3M———
Vanguard Personalized Indexing Management, LLC
N/A—14,824-14,824-100%$1.3M———
Mutual Advisors, LLC
N/A—14,661-14,661-100%$1.3M———
VestGen Investment Management
N/A—14,477-14,477-100%$1.2M———
Intrinsic Value Partners, LLC
N/A—14,467-14,467-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—14,167-14,167-100%$1.2M———
Permanent Capital Management, LP
N/A—13,986-13,986-100%$1.2M———
Keystone Financial Group
N/A—13,936-13,936-100%$1.2M———
CNB Bank
N/A—13,778-13,778-100%$1.2M———
Pure Financial Advisors, LLC
N/A—13,593-13,593-100%$1.2M———
Brooks, Moore & Associates, Inc.
N/A—13,529-13,529-100%$1.2M———
Russell Investments Group, Ltd.
N/A—13,524-13,524-100%$1.2M———
Kera Capital Partners, Inc.
N/A—13,388-13,388-100%$1.1M———
Stephens Inc
N/A—13,338-13,338-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—13,227-13,227-100%$1.1M———
Roberts Glore & Co Inc
N/A—13,141-13,141-100%$1.1M———
Federation des caisses Desjardins du Quebec
N/A—12,906-12,906-100%$1.1M———
Tradition Wealth Management, LLC
N/A—12,872-12,872-100%$1.1M———
HBK Sorce Advisory LLC
N/A—12,788-12,788-100%$1.1M———
Valley Financial Group, Inc.
N/A—12,719-12,719-100%$1.1M———
QRG Capital Management, Inc.
N/A—12,683-12,683-100%$1.1M———
Arkos Global Advisors
N/A—12,681-12,681-100%$1.1M———
Stratos Investment Management, LLC
N/A—12,674-12,674-100%$1.1M———
Aurdan Capital Management, LLC
N/A—12,498-12,498-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—12,467-12,467-100%$1.1M———
Advisors Capital Management, LLC
N/A—12,154-12,154-100%$1.0M———
Icon Wealth Advisors, LLC
N/A—12,010-12,010-100%$1.0M———
Anchor Investment Management, LLC
N/A—11,852-11,852-100%$1.0M———
EWA, LLC
N/A—11,777-11,777-100%$1.0M———
Tolleson Wealth Management, Inc.
N/A—11,683-11,683-100%$998.8K———
Kiley Juergens Wealth Management, LLC
N/A—11,645-11,645-100%$995.5K———
Causey Wealth LLC
N/A—11,606-11,606-100%$992.2K———
Baker Avenue Asset Management, LP
N/A—11,582-11,582-100%$990.1K———
Geometric Wealth Advisors
N/A—11,502-11,502-100%$983.3K———
Capital Group Private Client Services, Inc.
N/A—11,363-11,363-100%$971.4K———
Ankerstar Wealth, LLC
N/A—11,293-11,293-100%$965.5K———
Everpar Advisors LLC
N/A—11,079-11,079-100%$947.1K———
Eldridge Investment Advisors, Inc.
N/A—11,067-11,067-100%$946.1K———
Falcon Wealth Planning
N/A—11,044-11,044-100%$944.1K———
Daviman Financial, LLC
N/A—10,861-10,861-100%$928.5K———
Vawter Financial, Ltd.
N/A—10,800-10,800-100%$923.3K———
Transcend Capital Advisors, LLC
N/A—10,767-10,767-100%$920.4K———
Silver Coast Investments LLC
N/A—10,765-10,765-100%$920.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—10,744-10,744-100%$918.0K———
Drucker Wealth 3.0, LLC
N/A—10,743-10,743-100%$918.4K———
Birchcreek Wealth Management, LLC
N/A—10,613-10,613-100%$907.3K———
Becker Capital Management Inc
N/A—10,584-10,584-100%$904.9K———
Carson Advisory Inc.
N/A—10,551-10,551-100%$902.0K———
Carl P. Sherr & Co., LLC
N/A—10,516-10,516-100%$899.0K———
Cvfg LLC
N/A—10,464-10,464-100%$894.6K———
Gladstone Institutional Advisory LLC
N/A—10,453-10,453-100%$893.7K———
Pasadena Private Wealth, LLC
N/A—10,423-10,423-100%$891.1K———
Florida Financial Advisors, LLC
N/A—10,419-10,419-100%$890.8K———
Tobias Financial Advisors, Inc.
N/A—10,388-10,388-100%$888.1K———
Cahill Financial Advisors Inc
N/A—10,381-10,381-100%$887.5K———
Ancora Advisors LLCA
N/A—10,334-10,334-100%$883.4K———
Pettyjohn, Wood & White, Inc
N/A—10,330-10,330-100%$883.1K———
Sonoma Allocations LLC
N/A—10,309-10,309-100%$875.4K———
Barnes Pettey Financial Advisors, LLC
N/A—10,286-10,286-100%$879.4K———
Sovereign Financial Group, Inc.
N/A—10,216-10,216-100%$873.4K———
AlTi Global, Inc.
N/A—10,169-10,169-100%$869.4K———
Coppell Advisory Solutions LLC
N/A—9,919-9,919-100%$445.7K———
Calton & Associates, Inc.
N/A—9,818-9,818-100%$839.3K———
Novak & Powell Financial Services, Inc.
N/A—9,817-9,817-100%$818.1K———
Hantz Financial Services, Inc.
N/A—9,755-9,755-100%$834.0K———
Bay Rivers Group
N/A—9,667-9,667-100%$826.4K———
Strategic Financial Partners, Ltd.
N/A—9,570-9,570-100%$818.2K———
Destination Wealth Management
N/A—9,542-9,542-100%$815.7K———
Money Concepts Capital Corp
N/A—9,436-9,436-100%$806.7K———
Asset Management Group, Inc.
N/A—9,427-9,427-100%$805.9K———
Granite Bay Wealth Management, LLC
N/A—9,370-9,370-100%$802.0K———
Freedom Investment Management, Inc.
N/A—9,356-9,356-100%$799.8K———
Strategic Financial Concepts, LLC
N/A—9,308-9,308-100%$808.7K———
Atlantic Union Bankshares Corp
N/A—9,233-9,233-100%$789.3K———
Two Sigma Securities, LLC
N/A—9,050-9,050-100%$773.7K———
Blackhawk Capital Partners, LLC
N/A—9,049-9,049-100%$773.6K———
Secured Retirement Advisors, LLC
N/A—8,986-8,986-100%$768.2K———
Wallace Advisory Group, LLC
N/A—8,893-8,893-100%$760.3K———
Bluespring Wealth Management, LLC
N/A—8,720-8,720-100%$745.5K———
Flputnam Investment Management Co
N/A—8,619-8,619-100%$736.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—8,591-8,591-100%$734.4K———
Evolution Advisers, Inc.
N/A—8,524-8,524-100%$728.0K———
Johnson Financial Group, Inc.
N/A—8,523-8,523-100%$728.6K———
Second Line Capital, LLC
N/A—8,500-8,500-100%$726.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—8,464-8,464-100%$723.7K———
American Financial Advisors, LLC
N/A—8,345-8,345-100%$713.4K———
Athena Investment Management
N/A—8,277-8,277-100%$707.6K———
Financial Advisors Network, Inc.
N/A—8,272-8,272-100%$707.2K———
Paladin Advisory Group, LLC
N/A—8,176-8,176-100%$699.0K———
Advisory Alpha, LLC
N/A—8,072-8,072-100%$690.2K———
German American Bancorp, Inc.
N/A—8,069-8,069-100%$689.8K———
Benningfield Financial Advisors, LLC
N/A—8,034-8,034-100%$686.8K———
Proactive Wealth Strategies LLC
N/A—8,000-8,000-100%$683.9K———
Oak Wealth Advisors LLC
N/A—7,944-7,944-100%$679.1K———
CFO4Life Group, LLC
N/A—7,899-7,899-100%$675.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,806-7,806-100%$667.3K———
Dana Investment Advisors, Inc.
N/A—7,747-7,747-100%$662.3K———
Bartlett & Co. Wealth Management LLC
N/A—7,684-7,684-100%$656.9K———
Ally Invest Advisors Inc.
N/A—7,676-7,676-100%$656.2K———
Capital Asset Managemnet, LLC
N/A—7,656-7,656-100%$654.5K———
Bridges Investment Management Inc
N/A—7,622-7,622-100%$651.6K———
1607 Capital Partners, LLC
N/A—7,361-7,361-100%$629.3K———
Marex Group Ltd
N/A—7,358-7,358-100%$629.0K———
Chesapeake Wealth Management
N/A—7,342-7,342-100%$627.7K———
Westwood Holdings Group Inc
N/A—7,328-7,328-100%$626.5K———
Headinvest, LLC
N/A—7,324-7,324-100%$626.1K———
Prepared Retirement Institute LLC
N/A—7,322-7,322-100%$625.9K———
Hilltop Holdings Inc.
N/A—7,317-7,317-100%$625.5K———
Consolidated Portfolio Review Corp
N/A—7,271-7,271-100%$621.6K———
Pine Ridge Advisers LLC
N/A—7,271-7,271-100%$621.6K———
Colonial Trust Advisors
N/A—7,240-7,240-100%$618.9K———
Riverview Trust Co
N/A—7,239-7,239-100%$618.9K———
BWM Planning, LLC
N/A—7,211-7,211-100%$616.5K———
Hancock Whitney Corp
N/A—7,206-7,206-100%$616.0K———
Opus Financial Solutions LLC
N/A—7,171-7,171-100%$613.1K———
Strategic Investment Advisors / MI
N/A—7,110-7,110-100%$607.8K———
Mokan Wealth Management Inc.
N/A—7,098-7,098-100%$606.8K———
Axis Wealth Partners, LLC
N/A—7,071-7,071-100%$604.5K———
Marquette Associates, Inc.
N/A—6,995-6,995-100%$598.0K———
Saiph Capital, LLC
N/A—6,994-6,994-100%$597.9K———
Rehmann Capital Advisory Group
N/A—6,911-6,911-100%$590.9K———
Jupiter Wealth Management LLC
N/A—6,865-6,865-100%$586.9K———
R.H. Investment Group, LLC
N/A—6,755-6,755-100%$577.5K———
Morris Financial Concepts, Inc.
N/A—6,616-6,616-100%$565.6K———
Advyzon Investment Management, LLC
N/A—6,594-6,594-100%$563.7K———
GW&K Investment Management, LLC
N/A—6,579-6,579-100%$562.0K———
Collaborative Capital Advisors LLC
N/A—6,550-6,550-100%$560.0K———
Madison Wealth Partners, Inc
N/A—6,456-6,456-100%$551.9K———
Ruane, Cunniff & Goldfarb L.P.
N/A—6,420-6,420-100%$548.8K———
URS Advisory LLC
N/A—6,394-6,394-100%$546.6K———
Wellington-Altus USA Inc.
N/A—6,376-6,376-100%$491.7K———
Banque Transatlantique SA
N/A—6,340-6,340-100%$542.0K———
HTG Investment Advisors, Inc.
N/A—6,208-6,208-100%$530.7K———
Wealth Watch Advisors, Inc
N/A—6,115-6,115-100%$522.8K———
Maridea Wealth Management LLC
N/A—6,093-6,093-100%$520.9K———
Quotient Wealth Partners, LLC
N/A—6,079-6,079-100%$519.7K———
PCB Capital LLC
N/A—6,055-6,055-100%$517.6K———
Clearstead Trust, LLC
N/A—6,025-6,025-100%$515.1K———
Dash Acquisitions Inc.
N/A—6,022-6,022-100%$527.2K———
Peak Retirement Planning, Inc.
N/A—5,956-5,956-100%$509.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,940-5,940-100%$507.8K———
Trustmark Bank Trust Department
N/A—5,924-5,924-100%$506.4K———
Sound View Wealth Advisors Group, LLC
N/A—5,903-5,903-100%$504.6K———
Caerus Investment Advisors, LLC
N/A—5,886-5,886-100%$503.2K———
Wealth Management Strategies, Inc.
N/A—5,879-5,879-100%$502.6K———
Financial Freedom, LLC
N/A—5,810-5,810-100%$496.7K———
Stonebridge Financial Group, LLC
N/A—5,803-5,803-100%$496.0K———
Pine Valley Investments Ltd Liability Co
N/A—5,749-5,749-100%$491.5K———
Annandale Capital, LLC
N/A—5,700-5,700-100%$487.0K———
Note Advisors, LLC
N/A—5,686-5,686-100%$486.1K———
Glen Eagle Advisors, LLC
N/A—5,660-5,660-100%$483.9K———
XTX Topco Ltd
N/A—5,596-5,596-100%$478.4K———
Edgestream Partners, L.P.
N/A—5,585-5,585-100%$477.5K———
Vista Capital Partners, Inc.
N/A—5,582-5,582-100%$477.2K———
Hobbs Group Advisors, LLC
N/A—5,581-5,581-100%$477.2K———
First National Bank & Trust Co of Newtown
N/A—5,519-5,519-100%$466.8K———
Pennington Partners & Co., LLC
N/A—5,516-5,516-100%$471.6K———
LaSalle St. Investment Advisors, LLC
N/A—5,513-5,513-100%$471.3K———
Jaffetilchin Investment Partners, LLC
N/A—5,501-5,501-100%$470.3K———
Planning Directions Inc
N/A—5,488-5,488-100%$469.2K———
Security National Bank of SO DAK
N/A—5,468-5,468-100%$467.5K———
Genesis Financial Group, LLC
N/A—5,462-5,462-100%$467.0K———
Libra Wealth LLC
N/A—5,440-5,440-100%$465.1K———
BTG Pactual Asset Management US LLC
N/A—5,429-5,429-100%$464.1K———
Wimmer Associates 1, LLC
N/A—5,420-5,420-100%$463.4K———
Foster & Motley Inc
N/A—5,403-5,403-100%$462.0K———
Osterweis Capital Management Inc
N/A—5,371-5,371-100%$459.2K———
McLean Asset Management Corp
N/A—5,344-5,344-100%$452.0K———
Faithward Advisors, LLC
N/A—5,343-5,343-100%$456.8K———
MidFirst Bank
N/A—5,343-5,343-100%$456.8K———
Basepoint Wealth LLC
N/A—5,341-5,341-100%$456.6K———
Allium Financial Advisors, LLC
N/A—5,329-5,329-100%$455.6K———
Walter & Keenan Wealth Management LLC
N/A—5,298-5,298-100%$453.0K———
Delta Investment Management, LLC
N/A—5,223-5,223-100%$446.5K———
Rialto Wealth Management, LLC
N/A—5,222-5,222-100%$446.4K———
Maxele Advisors, LLC
N/A—5,165-5,165-100%$441.6K———
Millstone Evans Group, LLC
N/A—5,101-5,101-100%$436.1K———
Melfa Wealth Management, Inc.
N/A—5,072-5,072-100%$433.6K———
17 Capital Partners, LLC
N/A—5,029-5,029-100%$429.9K———
Lansing Street Advisors
N/A—5,019-5,019-100%$429.1K———
Logan Capital Management Inc
N/A—5,014-5,014-100%$428.6K———
Custos Family Office, LLC
N/A—4,965-4,965-100%$424.5K———
Ranch Capital Advisors Inc.
N/A—4,956-4,956-100%$423.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,903-4,903-100%$419.2K———
Wealthquest Corp
N/A—4,879-4,879-100%$417.1K———
Bulltick Wealth Management, LLC
N/A—4,866-4,866-100%$416.0K———
Sankala Group LLC
N/A—4,831-4,831-100%$417.9K———
Truvestments Capital LLC
N/A—4,811-4,811-100%$411.3K———
Fidelis Wealth Advisors LLC
N/A—4,811-4,811-100%$411.3K———
FourThought Financial Partners, LLC
N/A—4,760-4,760-100%$406.9K———
Invst, LLC
N/A—4,737-4,737-100%$405.0K———
Crews Bank & Trust
N/A—4,736-4,736-100%$404.9K———
Townsquare Capital LLC
N/A—4,706-4,706-100%$402.3K———
WorthPointe, LLC
N/A—4,705-4,705-100%$402.2K———
American Trust
N/A—4,661-4,661-100%$398.4K———
First American Trust, FSB
N/A—4,637-4,637-100%$396.5K———
Bradley Foster & Sargent Inc
N/A—4,596-4,596-100%$392.9K———
C M Bidwell & Associates LTD
N/A—4,588-4,588-100%$392.2K———
Northeast Planning Associates, Inc. / NH /
N/A—4,491-4,491-100%$383.9K———
Regimen Wealth, LLC
N/A—4,464-4,464-100%$381.7K———
Prosperity Consulting Group, LLC
N/A—4,404-4,404-100%$376.5K———
Evergreen Wealth Management, LLC
N/A—4,403-4,403-100%$376.4K———
Peapack Gladstone Financial Corp
N/A—4,398-4,398-100%$376.0K———
New World Advisors LLC
N/A—4,398-4,398-100%$376.0K———
Dearborn Partners LLC
N/A—4,390-4,390-100%$375.3K———
Keel Point, LLC
N/A—4,380-4,380-100%$374.4K———
Mountain Capital Investment Advisors Inc.
N/A—4,357-4,357-100%$372.4K———
Avise Financial Cooperative, Inc.
N/A—4,355-4,355-100%$372.3K———
Ameriflex Group, Inc.
N/A—4,353-4,353-100%$372.2K———
Owen LaRue, LLC
N/A—4,349-4,349-100%$371.8K———
J Hagan Capital, Inc.
N/A—4,326-4,326-100%$369.8K———
Osborne Partners Capital Management, LLC
N/A—4,295-4,295-100%$367.2K———
Mustico Financial Group, Inc.
N/A—4,249-4,249-100%$354.4K———
Keating Financial Advisory Services, Inc.
N/A—4,224-4,224-100%$361.1K———
NCM Capital Management, LLC
N/A—4,192-4,192-100%$358.4K———
Leo H. Evart, Inc.
N/A—4,191-4,191-100%$358.2K———
Wrapmanager Inc
N/A—4,183-4,183-100%$357.6K———
Continental Investors Services, Inc.
N/A—4,177-4,177-100%$361.4K———
RiverFront Investment Group, LLC
N/A—4,148-4,148-100%$354.6K———
Blue Chip Partners, LLC
N/A—4,141-4,141-100%$354.1K———
Clearbridge Investments, LLC
N/A—4,130-4,130-100%$353.1K———
Tillman Hartley LLC
N/A—4,106-4,106-100%$351.0K———
Bantamac Capital, LLC
N/A—4,098-4,098-100%$350.3K———
Founders Financial Alliance, LLC
N/A—4,078-4,078-100%$348.6K———
Schrum Private Wealth Management LLC
N/A—4,051-4,051-100%$309.3K———
Maimon Wealth Management Ltd.
N/A—4,021-4,021-100%$343.8K———
Insight 2811, Inc.
N/A—4,017-4,017-100%$343.4K———
Monograph Wealth Advisors, LLC
N/A—3,955-3,955-100%$338.1K———
Pacific Point Advisors, LLC
N/A—3,861-3,861-100%$330.1K———
EFG International AG
N/A—3,857-3,857-100%$329.7K———
Conservest Capital Advisors, Inc.
N/A—3,852-3,852-100%$329.3K———
BCS Private Wealth Management, Inc.
N/A—3,843-3,843-100%$328.5K———
Centaurus Financial, Inc.
N/A—3,794-3,794-100%$324.0K———
Fund Advisors of America Inc
N/A—3,745-3,745-100%$320.2K———
Parkwoods Wealth Partners, LLC
N/A—3,705-3,705-100%$316.8K———
Klcm Advisors, Inc.
N/A—3,639-3,639-100%$311.1K———
Gould Capital, LLC
N/A—3,615-3,615-100%$309.0K———
Aspen Capital Management, LLC
N/A—3,538-3,538-100%$302.5K———
Winch Advisory Services, LLC
N/A—3,529-3,529-100%$301.7K———
Per Stirling Capital Management, Llc.
N/A—3,520-3,520-100%$300.9K———
Macro Advisors, Inc.
N/A—3,490-3,490-100%$298.4K———
American Investment Services, Inc.
N/A—3,476-3,476-100%$297.2K———
Tiaa Wealth Investment Management LLC
N/A—3,460-3,460-100%$293.9K———
Heritage Wealth Advisors
N/A—3,449-3,449-100%$294.9K———
IF Advisors, LLC
N/A—3,406-3,406-100%$291.2K———
Synergy Financial Group, LTD
N/A—3,369-3,369-100%$288.0K———
Operose Advisors LLC
N/A—3,362-3,362-100%$287.4K———
BHK Investment Advisors, LLC
N/A—3,350-3,350-100%$286.4K———
Goldstone Financial Group, LLC
N/A—3,344-3,344-100%$285.9K———
Drake & Associates, LLC
N/A—3,315-3,315-100%$283.4K———
Q3 Asset Management
N/A—3,309-3,309-100%$282.0K———
Steelhead Wealth Management LLC
N/A—3,286-3,286-100%$280.0K———
Ellevest, Inc.
N/A—3,249-3,249-100%$277.8K———
Fort Point Capital Partners LLC
N/A—3,234-3,234-100%$276.5K———
Hopwood Nicholas Hunter
N/A—3,198-3,198-100%$273.4K———
PCM Encore, LLC
N/A—3,170-3,170-100%$271.0K———
Balanced Wealth Group LLC
N/A—3,137-3,137-100%$268.2K———
Satovsky Asset Management LLC
N/A—3,127-3,127-100%$267.4K———
Resurgent Financial Advisors LLC
N/A—3,109-3,109-100%$265.8K———
Octavia Wealth Advisors, LLC
N/A—3,083-3,083-100%$263.6K———
CM Wealth Advisors LLC
N/A—3,073-3,073-100%$262.7K———
Sand Hill Global Advisors, LLC
N/A—3,057-3,057-100%$261.4K———
Ethos Financial Group, LLC
N/A—3,045-3,045-100%$250.9K———
Capital Analysts, LLC
N/A—3,019-3,019-100%$258.0K———
Cascades Capital Asset Management, LLC
N/A—3,004-3,004-100%$256.8K———
Bank of Nova Scotia Trust Co
N/A—3,000-3,000-100%$256.5K———
1832 Asset Management L.P.
N/A—3,000-3,000-100%$256.5K———
Liberty Wealth Management LLC
N/A—2,966-2,966-100%$228.7K———
Fortis Advisors, LLC
N/A—2,946-2,946-100%$251.9K———
SVB Wealth LLC
N/A—2,944-2,944-100%$251.7K———
Miller Capital Partners, Inc.
N/A—2,930-2,930-100%$250.5K———
Triton Financial Group Inc
N/A—2,892-2,892-100%$247.2K———
SHP Wealth Management
N/A—2,890-2,890-100%$247.1K———
FSA Advisors, Inc.
N/A—2,886-2,886-100%$246.7K———
Joule Financial, LLC
N/A—2,878-2,878-100%$246.0K———
Expressive Wealth LLC
N/A—2,851-2,851-100%$243.7K———
City National Bank of Florida
N/A—2,837-2,837-100%$242.5K———
Darden Wealth Group Inc
N/A—2,816-2,816-100%$240.8K———
Waterloo Capital, L.P.
N/A—2,755-2,755-100%$235.6K———
Carr Financial Group Corp
N/A—2,716-2,716-100%$232.2K———
Cornerstone Advisory, LLC
N/A—2,700-2,700-100%$230.8K———
Financial Sense Advisors, Inc.
N/A—2,684-2,684-100%$229.5K———
FCA Corp
N/A—2,678-2,678-100%$228.9K———
Robinhood Asset Management, LLC
N/A—2,664-2,664-100%$227.8K———
Paradigm Capital Management, LLC
N/A—2,650-2,650-100%$227.0K———
Safeguard Investment Advisory Group, LLC
N/A—2,630-2,630-100%$224.8K———
Caitlin John, LLC
N/A—2,626-2,626-100%$224.5K———
Alerus Financial NA
N/A—2,586-2,586-100%$221.1K———
Gross & Hartman Investments LLC
N/A—2,570-2,570-100%$219.7K———
Safe Harbor Family Capital, LLC
N/A—2,570-2,570-100%$219.7K———
AssuredPartners Investment Advisors, LLC
N/A—2,567-2,567-100%$219.4K———
Sfmg, LLC
N/A—2,531-2,531-100%$216.4K———
Donaldson Capital Management, LLC
N/A—2,530-2,530-100%$216.3K———
Northwest Bancshares, Inc.
N/A—2,528-2,528-100%$216.1K———
Intrust Bank NA
N/A—2,515-2,515-100%$215.0K———
Chancellor Financial Group WB LP
N/A—2,503-2,503-100%$214.0K———
Southeast Asset Advisors, LLC
N/A—2,489-2,489-100%$212.8K———
JT Stratford LLC
N/A—2,451-2,451-100%$209.5K———
Dunhill Financial, LLC
N/A—2,419-2,419-100%$206.8K———
Valued Retirements, Inc.
N/A—2,415-2,415-100%$206.4K———
Natural Investments, LLC
N/A—2,405-2,405-100%$205.0K———
Empirical Asset Management, LLC
N/A—2,385-2,385-100%$203.9K———
Apriem Advisors
N/A—2,375-2,375-100%$203.1K———
Spinnaker Trust
N/A—2,375-2,375-100%$203.0K———
Alteri Wealth LLC
N/A—2,360-2,360-100%$201.7K———
Community Bank, N.A.
N/A—2,331-2,331-100%$199.3K———
Conquis Financial LLC
N/A—2,281-2,281-100%$195.0K———
Investment Counsel Co of Nevada
N/A—2,257-2,257-100%$193.0K———
CoreFirst Bank & Trust
N/A—2,255-2,255-100%$192.8K———
VSM Wealth Advisory, LLC
N/A—2,142-2,142-100%$183.1K———
CVA Family Office, LLC
N/A—1,917-1,917-100%$163.9K———
HM Payson & Co
N/A—1,860-1,860-100%$159.0K———
Crewe Advisors LLC
N/A—1,860-1,860-100%$159.0K———
Wellington Grp LLC
N/A—1,836-1,836-100%$141.6K———
Hamrick Investment Counsel, llc
N/A—1,741-1,741-100%$148.8K———
Strategic Wealth Partners, Ltd.
N/A—1,727-1,727-100%$147.7K———
Strive Financial Group,LLC
N/A—1,684-1,684-100%$144.0K———
HighMark Wealth Management LLC
N/A—1,612-1,612-100%$137.8K———
Allied Private Wealth LLC
N/A—1,607-1,607-100%$135.8K———
John A. Wolfe & Associates, Inc.
N/A—1,523-1,523-100%$130.2K———
Fortis Group Advisors, LLC
N/A—1,495-1,495-100%$127.8K———
Teachers Insurance & Annuity Association of America
N/A—1,209-1,209-100%$103.4K———
Coston, McIsaac & Partners
N/A—1,176-1,176-100%$100.0K———
Addison Advisors LLC
N/A—1,173-1,173-100%$100.3K———
Godfrey Financial Associates, Inc.
N/A—1,114-1,114-100%$95.2K———
NI Acquisitions Company, LLC
N/A—1,105-1,105-100%$246.1K———
PlanVest Financial, Inc
N/A—1,013-1,013-100%$86.6K———
Ramirez Asset Management, Inc.
N/A—1,000-1,000-100%$85.5K———
Caldwell Sutter Capital, Inc.
N/A—803-803-100%$68.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—800-800-100%$68.4K———
Colonial Trust Co / SC
N/A—788-788-100%$67.0K———
Nepc LLC
N/A—759-759-100%$64.9K———
Tidemark, LLC
N/A—752-752-100%$64.3K———
Minot DeBlois Advisors LLC
N/A—736-736-100%$62.9K———
Quantum Capital Management, LLC / NJ
N/A—706-706-100%$60.4K———
Swan Capital LLC
N/A—701-701-100%$59.9K———
Cetera Trust Company, N.a
N/A—700-700-100%$59.8K———
Seneschal Advisors, LLC
N/A—626-626-100%$53.5K———
Raelipskie Partnership
N/A—615-615-100%$52.6K———
Wiser Advisor Group LLC
N/A—609-609-100%$52.1K———
Game Plan Financial Advisors, LLC
N/A—559-559-100%$5.4K———
Timmons Wealth Management, LLC
N/A—548-548-100%$46.8K———
Forum Finance Group S.A.
N/A—538-538-100%$37———
Institute for Wealth Management, Llc.
N/A—538-538-100%$46.0K———
SOA Wealth Advisors, Llc.
N/A—528-528-100%$45.2K———
Whittier Trust Co of Nevada Inc
N/A—477-477-100%$40.4K———
Investors Portfolio Services LLC
N/A—468-468-100%$40.0K———
Cornerstone Financial Management LLC
N/A—458-458-100%$39.2K———
Oakmont Advisory Group, LLC
N/A—426-426-100%$36.4K———
EMC Capital Management
N/A—414-414-100%$35———
Strategic Wealth Advisors LLC
N/A—400-400-100%$30———
Monetary Management Group Inc
N/A—400-400-100%$34.2K———
Frazier Financial Advisors, LLC
N/A—400-400-100%$34.2K———
Deutsche Bank Ag\
N/A—386-386-100%$33.0K———
Venturi Wealth Management, LLC
N/A—349-349-100%$29.8K———
Timbuktu Capital Management, LLC
N/A—335-335-100%$28.6K———
Kerr Financial Planning Corp
N/A—250-250-100%$21.4K———
Bellevue Asset Management, LLC
N/A—178-178-100%$15.3K———
Accent Capital Management, LLC
N/A—174-174-100%$14.9K———
JDM Financial Group LLC
N/A—163-163-100%$13.9K———
Walsh & Associates, LLC
N/A—159-159-100%$13.6K———
Financial Life Planners
N/A—135-135-100%$11.5K———
Nova Wealth Management, Inc.
N/A—125-125-100%$10.7K———
Twin Lakes Capital Management, LLC
N/A—100-100-100%$8.6K———
IAG Wealth Partners, LLC
N/A—59-59-100%$5.0K———
Westend Capital Management, LLC
N/A—25-25-100%$2.1K———
Highland Investment Advisors LLC
N/A—20-20-100%$1.7K———
Bernard Wealth Management Corp.
N/A—15-15-100%$1.3K———
Aventura Private Wealth, LLC
N/A—13-13-100%$1.1K———
Capital Advisor Network LLC
N/A—6-6-100%$513———
Cheviot Value Management, LLC
N/A—2-2-100%$176———
Beaird Harris Wealth Management, LLC
N/A—00—$32———
Showing 1959 of 1959 institutions