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Vanguard Mega Cap Growth ETF (MGK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares43,707,780 from 42,386,669
Change+1,321,111 (+3%)
Value$4.0B (+$323.3M)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares17,703,867 from 18,830,638
Change-1,126,771 (-6%)
Value$1.6B (-$15.1M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares5,910,023 from 5,833,591
Change+76,432 (+1%)
Value$547.6M (+$34.7M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares4,295,085 from 4,295,085
Change0 (0%)
Value$397.9M (+$20.4M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares4,154,134 from 3,641,887
Change+512,247 (+14%)
Value$384.9M (+$64.7M)
Filed 2026-11-06
Angeles Wealth Management, LLC
INCREASED
Shares2,912,914 from 2,869,561
Change+43,353 (+2%)
Value$269.9M (+$17.6M)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares2,603,815 from 2,600,466
Change+3,349 (+0%)
Value$241.2M (+$12.6M)
Filed 2026-11-06
Howard Capital Management, LLC
UNCHANGED
Shares2,273,520 from 2,273,520
Change0 (0%)
Value$210.6M (+$10.8M)
Filed 2026-10-16
Petredis Investment Advisors LLC
INCREASED
Shares1,372,714 from 1,371,662
Change+1,052 (+0%)
Value$127.2M (+$6.6M)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares1,259,676 from 1,198,494
Change+61,182 (+5%)
Value$116.7M (+$11.3M)
Filed 2026-11-06
Portfolio Strategies, Inc.
DECREASED
Shares1,161,697 from 1,176,248
Change-14,551 (-1%)
Value$107.6M (+$4.2M)
Filed 2026-11-06
Black Diamond Financial, LLC
INCREASED
Shares1,134,887 from 1,096,819
Change+38,068 (+3%)
Value$105.1M (+$8.7M)
Filed 2026-10-26
Bernardo Wealth Planning LLC
INCREASED
Shares943,470 from 490,460
Change+453,010 (+92%)
Value$87.4M (+$44.3M)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
INCREASED
Shares869,836 from 855,232
Change+14,604 (+2%)
Value$80.6M (+$5.4M)
Filed 2026-10-16
Leelyn Smith, LLC
INCREASED
Shares818,471 from 793,605
Change+24,866 (+3%)
Value$75.8M (+$6.1M)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
DECREASED
Shares815,359 from 817,879
Change-2,520 (0%)
Value$75.5M (+$3.6M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares651,272 from 484,483
Change+166,789 (+34%)
Value$60.8M (+$18.2M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares644,899 from 652,778
Change-7,879 (-1%)
Value$59.7M (+$2.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares609,269 from 922,894
Change-313,625 (-34%)
Value$56.4M (-$24.7M)
Filed 2026-11-02
Hengehold Capital Management LLC
INCREASED
Shares606,266 from 602,809
Change+3,457 (+1%)
Value$56.2M (+$3.2M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares548,112 from 557,807
Change-9,695 (-2%)
Value$50.8K (-$49.0M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares494,353 from 279,673
Change+214,680 (+77%)
Value$45.8M (+$21.2M)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares478,442 from 499,842
Change-21,400 (-4%)
Value$44.3M (+$386.5K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares473,588 from 336,415
Change+137,173 (+41%)
Value$41.1M (+$11.6M)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares465,370 from 459,040
Change+6,330 (+1%)
Value$43.1M (+$2.8M)
Filed 2026-10-05
Means Investment Co., Inc.
DECREASED
Shares452,661 from 470,858
Change-18,197 (-4%)
Value$41.9M (+$545.9K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares446,324 from 530,802
Change-84,478 (-16%)
Value$41.4M (-$5.3M)
Filed 2026-10-23
ETF Portfolio Partners, Inc.
DECREASED
Shares439,235 from 440,043
Change-808 (0%)
Value$40.7M (+$2.0M)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares378,797 from 379,143
Change-346 (0%)
Value$35.1M (+$1.8M)
Filed 2026-10-23
Alps Advisors Inc
DECREASED
Shares370,265 from 381,300
Change-11,035 (-3%)
Value$34.3M (+$785.0K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares367,820 from 307,853
Change+59,967 (+19%)
Value$34.1M (+$7.0M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares357,048 from 344,313
Change+12,735 (+4%)
Value$33.1K (+$2.8K)
Filed 2026-10-02
Facet Wealth, Inc.
DECREASED
Shares349,876 from 1,844,907
Change-1,495,031 (-81%)
Value$32.4M (-$129.8M)
Filed 2026-11-04
Erickson Financial Group, LLC
INCREASED
Shares321,167 from 320,460
Change+707 (+0%)
Value$29.8M (+$1.6M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares309,813 from 207,977
Change+101,836 (+49%)
Value$28.7M (+$10.4M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares296,417 from 284,728
Change+11,689 (+4%)
Value$27.5M (+$2.4M)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares290,949 from 302,209
Change-11,260 (-4%)
Value$27.0M (+$389.2K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares281,290 from 276,640
Change+4,650 (+2%)
Value$26.1M (+$1.8M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares277,945 from 236,260
Change+41,685 (+18%)
Value$25.8M (+$5.0M)
Filed 2026-10-16
Zeit Capital LLC
DECREASED
Shares275,582 from 278,413
Change-2,831 (-1%)
Value$25.5M (+$1.1M)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares272,126 from 294,234
Change-22,108 (-8%)
Value$25.2M (-$14.3M)
Filed 2026-11-06
Wheelhouse Advisory Group LLC
INCREASED
Shares267,867 from 254,581
Change+13,286 (+5%)
Value$24.8M (+$2.4M)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares266,935 from 269,167
Change-2,232 (-1%)
Value$24.7M (+$1.1M)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares264,155 from 267,463
Change-3,308 (-1%)
Value$24.5M (+$961.4K)
Filed 2026-10-13
Northeast Investment Management
INCREASED
Shares240,532 from 237,090
Change+3,442 (+1%)
Value$22.3M (+$1.4M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares227,174 from 228,910
Change-1,736 (-1%)
Value$21.0M (+$924.2K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares214,550 from 224,090
Change-9,540 (-4%)
Value$19.9M (+$178.3K)
Filed 2026-11-02
Randall & Associates Wealth Management
DECREASED
Shares213,447 from 217,296
Change-3,849 (-2%)
Value$19.8M (+$673.4K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED
Shares207,825 from 215,599
Change-7,774 (-4%)
Value$19.3M (+$301.6K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares206,302 from 205,879
Change+423 (+0%)
Value$19.1M (+$1.0M)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED
Shares203,044 from 206,887
Change-3,843 (-2%)
Value$18.8M (+$624.7K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares180,502 from 174,485
Change+6,017 (+3%)
Value$16.7M (+$1.4M)
Filed 2026-10-15
Focused Wealth Management, Inc
DECREASED
Shares169,720 from 170,372
Change-652 (0%)
Value$15.7M (+$747.2K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares167,776 from 160,865
Change+6,911 (+4%)
Value$15.5M (+$1.4M)
Filed 2026-11-05
Pacific Center for Financial Services
DECREASED
Shares166,523 from 168,086
Change-1,563 (-1%)
Value$15.4M (+$651.9K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares162,099 from 3,384
Change+158,715 (+4690%)
Value$15.0M (+$14.7M)
Filed 2026-10-08
Sherman Wealth Management LLC
DECREASED
Shares155,821 from 159,743
Change-3,922 (-2%)
Value$14.4M (+$393.8K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares152,427 from 148,916
Change+3,511 (+2%)
Value$14.1M (+$1.0M)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares152,325 from 154,140
Change-1,815 (-1%)
Value$14.1M (+$562.5K)
Filed 2026-11-05
Retirement Financial Solutions, LLC
NEW
Shares151,947
Change+151,947
Value$14.1M
Filed 2026-10-20
Pennsylvania Capital Management Inc
DECREASED
Shares150,984 from 152,625
Change-1,641 (-1%)
Value$14.0M (+$571.4K)
Filed 2026-11-05
Investment Insight Wealth Management, LLC
INCREASED
Shares150,500 from 145,446
Change+5,054 (+3%)
Value$13.9M (+$1.2M)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares149,654 from 142,411
Change+7,243 (+5%)
Value$13.9K (-$12.5M)
Filed 2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED
Shares149,623 from 145,553
Change+4,070 (+3%)
Value$13.9M (+$1.1M)
Filed 2026-11-04
Allstreet Capital Advisors LLC
DECREASED
Shares149,422 from 152,150
Change-2,728 (-2%)
Value$13.8M (+$468.4K)
Filed 2026-11-04
Cedar Point Capital Partners, LLC
DECREASED
Shares145,822 from 147,385
Change-1,563 (-1%)
Value$13.5M (+$553.8K)
Filed 2026-10-29
Clarus Wealth Advisors
INCREASED
Shares141,430 from 135,598
Change+5,832 (+4%)
Value$13.4M (+$1.5M)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares138,374 from 130,737
Change+7,637 (+6%)
Value$12.8M (+$1.3M)
Filed 2026-11-02
Philadelphia Trust Co
DECREASED
Shares137,500 from 152,500
Change-15,000 (-10%)
Value$12.7K (-$13.4M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares134,351 from 135,681
Change-1,330 (-1%)
Value$12.4M (+$519.9K)
Filed 2026-10-30
Capital Planning LLC
DECREASED
Shares133,708 from 133,729
Change-21 (0%)
Value$12.4M (+$631.9K)
Filed 2026-10-09
Stone Wealth Partners
INCREASED
Shares125,604 from 61,221
Change+64,383 (+105%)
Value$11.6M (+$6.2M)
Filed 2026-11-05
Apollon Financial, LLC
DECREASED
Shares120,856 from 124,191
Change-3,335 (-3%)
Value$11.2M (+$279.7K)
Filed 2026-10-23
Cypress Wealth Services, LLC
DECREASED
Shares116,444 from 117,719
Change-1,275 (-1%)
Value$11.1M (+$726.3K)
Filed 2026-10-21
TFB Advisors LLC
INCREASED
Shares114,974 from 111,706
Change+3,268 (+3%)
Value$10.7M (+$832.3K)
Filed 2026-11-02
Waystone Advisors LLC
DECREASED
Shares114,089 from 114,718
Change-629 (-1%)
Value$10.0M (-$55.3K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares113,598 from 14,944
Change+98,654 (+660%)
Value$10.5K (-$1.3M)
Filed 2026-11-05
Baring Financial LLC
INCREASED
Shares112,672 from 110,432
Change+2,240 (+2%)
Value$10.4M (+$731.0K)
Filed 2026-10-07
Valen Private Capital, LLC
NEW
Shares111,861
Change+111,861
Value$10.4M
Filed 2026-10-23
rebel Financial LLC
NEW
Shares109,460
Change+109,460
Value$10.1M
Filed 2026-11-04
Coquina Private Wealth LLC
INCREASED
Shares109,259 from 108,719
Change+540 (+1%)
Value$10.1M (+$565.3K)
Filed 2026-10-27
Elevation Capital Advisory, LLC
INCREASED
Shares106,726 from 26,668
Change+80,058 (+300%)
Value$9.9M (+$7.5M)
Filed 2026-10-29
Valicenti Advisory Services Inc
INCREASED
Shares106,287 from 105,515
Change+772 (+1%)
Value$9.8K (+$571)
Filed 2026-10-23
Encompass Wealth Advisors, LLC
INCREASED
Shares105,872 from 52,836
Change+53,036 (+100%)
Value$9.8M (+$5.2M)
Filed 2026-10-15
Royal Fund Management, LLC
INCREASED
Shares105,492 from 104,959
Change+533 (+1%)
Value$9.8M (+$547.0K)
Filed 2026-10-22
Gladwyn Financial Advisors, Inc.
DECREASED
Shares104,735 from 106,628
Change-1,893 (-2%)
Value$9.7M (+$330.1K)
Filed 2026-10-05
Choreo, LLC
INCREASED
Shares102,921 from 101,916
Change+1,005 (+1%)
Value$9.5M (+$577.0K)
Filed 2026-10-28
McClarren Financial Advisors, Inc.
DECREASED
Shares102,617 from 106,151
Change-3,534 (-3%)
Value$9.5M (+$175.8K)
Filed 2026-10-15
Accredited Investors Inc.
DECREASED
Shares98,560 from 99,742
Change-1,182 (-1%)
Value$9.1M (+$363.3K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares96,090 from 97,546
Change-1,456 (-1%)
Value$8.9M (+$327.5K)
Filed 2026-11-05
Center For Asset Management LLC
DECREASED
Shares94,288 from 99,507
Change-5,219 (-5%)
Value$8.7M (-$12.0K)
Filed 2026-10-16
Plan Group Financial, LLC
INCREASED
Shares91,617 from 86,279
Change+5,338 (+6%)
Value$8.3M (+$736.8K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares90,517 from 75,231
Change+15,286 (+20%)
Value$8.4M (+$1.8M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares84,301 from 95,137
Change-10,836 (-11%)
Value$7.8M (-$553.0K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares84,014 from 85,094
Change-1,080 (-1%)
Value$7.8M (+$303.2K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares83,667 from 82,740
Change+927 (+1%)
Value$7.8M (+$478.1K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares82,075 from 59,090
Change+22,985 (+39%)
Value$7.6M (+$2.4M)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares82,042 from 72,109
Change+9,933 (+14%)
Value$7.6M (+$1.3M)
Filed 2026-10-15
American Financial & TAX Strategies Inc
DECREASED
Shares80,597 from 84,573
Change-3,976 (-5%)
Value$7.5M (+$32.5K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares79,114 from 66,718
Change+12,396 (+19%)
Value$7.3M (+$1.5M)
Filed 2026-10-23
Richard P Slaughter Associates Inc
DECREASED
Shares78,263 from 86,422
Change-8,159 (-9%)
Value$7.3M (-$346.3K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares77,577 from 24,295
Change+53,282 (+219%)
Value$7.2M (+$5.0M)
Filed 2026-10-30
Sicart Associates LLC
DECREASED
Shares75,530 from 78,205
Change-2,675 (-3%)
Value$6.8M (-$77.3K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares72,277 from 69,144
Change+3,133 (+5%)
Value$6.7M (+$618.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares71,405 from 73,108
Change-1,703 (-2%)
Value$6.6M (+$188.8K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares69,373 from 104,915
Change-35,542 (-34%)
Value$6.4M (-$2.8M)
Filed 2026-11-04
Mayfair Advisory Group, LLC
INCREASED
Shares68,863 from 65,066
Change+3,797 (+6%)
Value$6.4M (+$861.9K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares68,074 from 62,507
Change+5,567 (+9%)
Value$6.4M (+$885.6K)
Filed 2026-10-09
Junk Investment Group, LLC
INCREASED
Shares67,044 from 63,622
Change+3,422 (+5%)
Value$6.2M (+$618.6K)
Filed 2026-10-19
Hoffman, Alan N Investment Management
DECREASED
Shares65,786 from 67,302
Change-1,516 (-2%)
Value$6.1M (+$178.6K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares65,297 from 81,104
Change-15,807 (-19%)
Value$6.0M (-$1.1M)
Filed 2026-10-28
Tactive Advisors, LLC
DECREASED
Shares64,140 from 64,540
Change-400 (-1%)
Value$5.9M (+$268.9K)
Filed 2026-10-08
Fiduciary Alliance LLC
DECREASED
Shares63,668 from 65,427
Change-1,759 (-3%)
Value$5.9M (+$147.2K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares62,772 from 91,038
Change-28,266 (-31%)
Value$5.8M (-$2.2M)
Filed 2026-11-04
Flagship Private Wealth, LLC
DECREASED
Shares61,603 from 63,846
Change-2,243 (-4%)
Value$5.7M (+$94.9K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares61,352 from 63,761
Change-2,409 (-4%)
Value$5.7M (+$79.1K)
Filed 2026-10-08
Accurate Wealth Management, LLC
INCREASED
Shares59,898 from 55,088
Change+4,810 (+9%)
Value$5.6M (+$735.7K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares59,590 from 18,270
Change+41,320 (+226%)
Value$5.5M (+$3.9M)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares58,596 from 60,379
Change-1,783 (-3%)
Value$5.4M (+$121.0K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares58,562 from 61,208
Change-2,646 (-4%)
Value$5.4M (+$45.0K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares55,030 from 56,857
Change-1,827 (-3%)
Value$5.1M (+$100.2K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares54,840 from 53,888
Change+952 (+2%)
Value$5.1M (+$343.6K)
Filed 2026-10-09
Northbridge Financial Group, LLC
INCREASED
Shares54,489 from 51,890
Change+2,599 (+5%)
Value$5.2M (+$620.8K)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares54,339 from 58,624
Change-4,285 (-7%)
Value$5.0M (-$119.1K)
Filed 2026-10-20
Colorado Capital Management, Inc.
INCREASED
Shares51,881 from 51,015
Change+866 (+2%)
Value$4.8K (+$322)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED
Shares51,744 from 52,892
Change-1,148 (-2%)
Value$4.8M (+$144.3K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares51,280 from 57,003
Change-5,723 (-10%)
Value$4.8M (-$260.0K)
Filed 2026-10-14
Fisher Asset Management, LLC
INCREASED
Shares51,088 from 40,320
Change+10,768 (+27%)
Value$4.7M (+$1.2M)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares51,043 from 58,993
Change-7,950 (-13%)
Value$4.7M (-$457.0K)
Filed 2026-10-29
Accretive Wealth Partners, LLC
DECREASED
Shares50,315 from 50,322
Change-7 (0%)
Value$4.7M (+$237.9K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
DECREASED
Shares50,132 from 51,483
Change-1,351 (-3%)
Value$4.6M (+$118.9K)
Filed 2026-10-21
WIN Advisors, Inc
NEW
Shares48,600
Change+48,600
Value$4.5M
Filed 2026-11-06
Pathway Financial Advisers, LLC
INCREASED
Shares48,093 from 46,004
Change+2,089 (+5%)
Value$4.5M (+$411.6K)
Filed 2026-10-27
CDM Financial Counseling Services, Inc.
INCREASED
Shares47,615 from 47,114
Change+501 (+1%)
Value$4.4M (+$269.7K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares46,535 from 47,458
Change-923 (-2%)
Value$4.3M (+$139.4K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares46,144 from 49,367
Change-3,223 (-7%)
Value$4.3M (-$64.7K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
INCREASED
Shares46,093 from 45,447
Change+646 (+1%)
Value$4.3M (+$275.3K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares44,759 from 44,757
Change+2 (0%)
Value$4.1M (+$212.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares43,681 from 32,920
Change+10,761 (+33%)
Value$4.0M (+$1.2M)
Filed 2026-10-21
Pillar Financial Advisors, LLC
DECREASED
Shares43,668 from 43,793
Change-125 (0%)
Value$4.0M (+$196.0K)
Filed 2026-10-21
Fifth Third Securities, Inc.
DECREASED
Shares43,647 from 49,476
Change-5,829 (-12%)
Value$4.0M (-$305.5K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares43,491 from 43,604
Change-113 (0%)
Value$4.0M (+$196.2K)
Filed 2026-11-04
Eagle Wealth Advisors LLC
DECREASED
Shares43,315 from 43,415
Change-100 (0%)
Value$4.0M (+$196.5K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW
Shares42,674
Change+42,674
Value$4.0M
Filed 2026-10-27
Synergy Asset Management, LLC
NEW
Shares42,461
Change+42,461
Value$3.9M
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares41,108 from 40,353
Change+755 (+2%)
Value$3.8M (+$261.2K)
Filed 2026-10-08
Sharkey, Howes & Javer
DECREASED
Shares40,758 from 47,449
Change-6,691 (-14%)
Value$3.8M (-$395.0K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares39,836 from 39,473
Change+363 (+1%)
Value$3.7M (+$220.7K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares39,625 from 39,664
Change-39 (0%)
Value$3.7M (+$184.4K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares39,044 from 36,560
Change+2,484 (+7%)
Value$3.6M (+$403.5K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares38,853 from 38,445
Change+408 (+1%)
Value$3.6M (+$220.0K)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares37,770 from 30,915
Change+6,855 (+22%)
Value$3.5M (+$781.7K)
Filed 2026-10-14
Sendero Wealth Management, LLC
UNCHANGED
Shares37,483 from 37,483
Change0 (0%)
Value$3.5M (+$177.7K)
Filed 2026-10-14
Eagle Strategies LLC
INCREASED
Shares37,033 from 35,697
Change+1,336 (+4%)
Value$3.4M (+$293.0K)
Filed 2026-10-16
Fortune 45 LLC
INCREASED
Shares36,642 from 36,611
Change+31 (+0%)
Value$3.4M (+$176.3K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares36,630 from 33,987
Change+2,643 (+8%)
Value$3.4M (+$406.0K)
Filed 2026-10-08
Merited Wealth, LLC
DECREASED
Shares35,651 from 35,935
Change-284 (-1%)
Value$3.3M (+$144.0K)
Filed 2026-10-13
Beaumont Asset Management, L.L.C.
DECREASED
Shares35,239 from 35,335
Change-96 (0%)
Value$3.3M (+$158.6K)
Filed 2026-10-16
RMG Wealth Management LLC
DECREASED
Shares34,535 from 40,336
Change-5,801 (-14%)
Value$3.1M (-$397.3K)
Filed 2026-10-26
Basso Capital Management, L.P.
DECREASED
Shares34,238 from 37,073
Change-2,835 (-8%)
Value$3.2M (-$86.9K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares33,998 from 33,638
Change+360 (+1%)
Value$3.0M (+$31.6K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares33,695 from 13,660
Change+20,035 (+147%)
Value$3.1M (+$1.9M)
Filed 2026-10-23
WealthTrust Asset Management, LLC
INCREASED
Shares33,692 from 20,136
Change+13,556 (+67%)
Value$3.1M (+$1.4M)
Filed 2026-10-22
Money Concepts Capital Corp
DECREASED
Shares32,488 from 35,290
Change-2,802 (-8%)
Value$3.0M (-$92.3K)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
DECREASED
Shares32,339 from 32,344
Change-5 (0%)
Value$3.0M (+$152.8K)
Filed 2026-10-23
Plancorp, LLC
INCREASED
Shares32,041 from 31,910
Change+131 (+0%)
Value$2.8M (-$15.5K)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares31,405 from 28,658
Change+2,747 (+10%)
Value$2.9M (+$390.3K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares31,123 from 5,128
Change+25,995 (+507%)
Value$2.9M (+$2.4M)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
DECREASED
Shares31,093 from 190,425
Change-159,332 (-84%)
Value$12.5M (-$4.2M)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares31,054 from 30,842
Change+212 (+1%)
Value$2.9M (+$165.8K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares29,898 from 29,898
Change0 (0%)
Value$2.8M (+$141.7K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares29,294 from 24,695
Change+4,599 (+19%)
Value$2.7M (+$543.2K)
Filed 2026-10-15
Finward Bancorp
DECREASED
Shares28,451 from 31,846
Change-3,395 (-11%)
Value$2.6M (-$163.6K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares28,376 from 25,098
Change+3,278 (+13%)
Value$2.6M (+$422.7K)
Filed 2026-10-16
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares27,972 from 28,452
Change-480 (-2%)
Value$2.6M (+$90.4K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares27,950 from 29,084
Change-1,134 (-4%)
Value$2.6M (+$32.8K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares27,893 from 20,542
Change+7,351 (+36%)
Value$2.6M (+$778.4K)
Filed 2026-10-29
Ascent Group, LLC
DECREASED
Shares27,709 from 29,441
Change-1,732 (-6%)
Value$2.6M (-$20.9K)
Filed 2026-10-30
Independent Wealth Advisors LLC
DECREASED
Shares26,779 from 26,881
Change-102 (0%)
Value$2.5M (+$117.9K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares26,578 from 22,329
Change+4,249 (+19%)
Value$2.5M (+$499.5K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares26,335 from 26,842
Change-507 (-2%)
Value$2.4M (+$80.2K)
Filed 2026-10-14
Anderson Hoagland & Co
NEW
Shares26,199
Change+26,199
Value$2.3M
Filed 2026-10-23
Bucket List Wealth Management, LLC
DECREASED
Shares25,753 from 25,945
Change-192 (-1%)
Value$2.4M (+$105.2K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED
Shares25,536 from 25,515
Change+21 (+0%)
Value$2.4M (+$122.9K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares24,226 from 16,884
Change+7,342 (+43%)
Value$2.2M (+$802.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,226 from 16,884
Change+7,342 (+43%)
Value$2.2M (+$802.9K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares23,983 from 9,475
Change+14,508 (+153%)
Value$2.2M (+$1.4M)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares23,186 from 23,041
Change+145 (+1%)
Value$2.1M (+$122.6K)
Filed 2026-10-16
Old National Bancorp
UNCHANGED
Shares22,775 from 22,775
Change0 (0%)
Value$2.1M (+$108.0K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares22,650 from 22,129
Change+521 (+2%)
Value$2.1M (+$152.0K)
Filed 2026-11-03
Willner & Heller, LLC
DECREASED
Shares22,363 from 22,816
Change-453 (-2%)
Value$2.1M (+$66.3K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares22,361 from 20,882
Change+1,479 (+7%)
Value$2.1M (+$236.1K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED
Shares22,202 from 21,647
Change+555 (+3%)
Value$2.1M (+$154.0K)
Filed 2026-10-13
Optivise Advisory Services LLC
INCREASED
Shares22,139 from 9,260
Change+12,879 (+139%)
Value$2.1M (+$1.2M)
Filed 2026-10-19
Crescent Grove Advisors, LLC
UNCHANGED
Shares21,922 from 21,922
Change0 (0%)
Value$2.0M (+$103.9K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares21,528 from 16,704
Change+4,824 (+29%)
Value$2.0M (+$559.3K)
Filed 2026-10-19
Landaas & Co
INCREASED
Shares21,512 from 17,386
Change+4,126 (+24%)
Value$2.0M (+$464.6K)
Filed 2026-10-29
Bestgate Wealth Advisors, LLC
INCREASED
Shares20,785 from 9,855
Change+10,930 (+111%)
Value$1.9M (+$1.1M)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED
Shares19,930 from 20,500
Change-570 (-3%)
Value$1.8M (+$44.4K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares19,923 from 19,621
Change+302 (+2%)
Value$1.8M (+$128.5K)
Filed 2026-11-02
Griffin Asset Management, Inc.
DECREASED
Shares19,761 from 26,683
Change-6,922 (-26%)
Value$1.8M (-$514.8K)
Filed 2026-10-22
TME Financial, Inc.
DECREASED
Shares19,580 from 19,834
Change-254 (-1%)
Value$1.8M (+$70.5K)
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares19,560 from 19,763
Change-203 (-1%)
Value$1.8M (+$74.8K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares19,524 from 14,848
Change+4,676 (+31%)
Value$1.8M (+$503.6K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares19,473 from 18,832
Change+641 (+3%)
Value$1.8M (+$148.7K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares19,166 from 10,012
Change+9,154 (+91%)
Value$1.8M (+$895.6K)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares18,989 from 19,000
Change-11 (0%)
Value$1.8M (+$89.0K)
Filed 2026-10-22
Dana Investment Advisors, Inc.
DECREASED
Shares18,986 from 19,202
Change-216 (-1%)
Value$1.8M (+$70.9K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares18,960 from 19,154
Change-194 (-1%)
Value$1.8M (+$72.9K)
Filed 2026-10-22
Investment Planning Advisors, Inc.
DECREASED
Shares18,852 from 18,882
Change-30 (0%)
Value$1.7M (+$86.7K)
Filed 2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED
Shares18,445 from 18,445
Change0 (0%)
Value$1.7M (+$87.4K)
Filed 2026-10-14
Crown Wealth Group, LLC
INCREASED
Shares18,265 from 16,734
Change+1,531 (+9%)
Value$1.7M (+$221.1K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares18,242
Change+18,242
Value$1.7M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares18,242 from 18,207
Change+35 (+0%)
Value$1.7M (+$89.5K)
Filed 2026-10-14
LifePlan Financial, LLC
DECREASED
Shares17,934 from 18,271
Change-337 (-2%)
Value$1.7M (+$74.8K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares17,100 from 17,953
Change-853 (-5%)
Value$1.6M (+$6.1K)
Filed 2026-10-28
Worth Asset Management, LLC
INCREASED
Shares17,005 from 16,068
Change+937 (+6%)
Value$1.6M (+$163.0K)
Filed 2026-10-07
Perryman Financial Advisory Inc
DECREASED
Shares16,949 from 17,142
Change-193 (-1%)
Value$1.6M (+$63.4K)
Filed 2026-10-16
First Horizon Corp
UNCHANGED
Shares16,910 from 16,910
Change0 (0%)
Value$1.6M (+$80.2K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares16,881 from 163,277
Change-146,396 (-90%)
Value$1.6M (-$12.8M)
Filed 2026-10-21
Jacobi Capital Management LLC
DECREASED
Shares16,818 from 17,150
Change-332 (-2%)
Value$1.6M (+$50.5K)
Filed 2026-11-05
Adirondack Capital Advisors, LLC
INCREASED
Shares16,705 from 16,355
Change+350 (+2%)
Value$1.5M (+$110.0K)
Filed 2026-10-09
LifeSteps Financial, Inc.
DECREASED
Shares16,505 from 16,739
Change-234 (-1%)
Value$1.5M (+$57.6K)
Filed 2026-10-15
Kassira Wealth Management LLC
UNCHANGED
Shares16,250 from 16,250
Change0 (0%)
Value$1.5M (+$77.0K)
Filed 2026-10-28
Insight Advisors, LLC/ PA
DECREASED
Shares15,736 from 16,295
Change-559 (-3%)
Value$1.5M (+$25.5K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares15,540 from 15,540
Change0 (0%)
Value$1.4M (+$73.7K)
Filed 2026-10-30
Clearwater Capital Advisors, LLC
DECREASED
Shares15,325 from 15,525
Change-200 (-1%)
Value$1.4M (+$55.1K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares15,228 from 15,217
Change+11 (+0%)
Value$1.4M (+$73.1K)
Filed 2026-11-03
Echo Wealth Management, LLC
DECREASED
Shares15,120 from 15,231
Change-111 (-1%)
Value$1.4M (+$61.9K)
Filed 2026-10-15
City State Bank
INCREASED
Shares14,926 from 14,700
Change+226 (+2%)
Value$1.4M (+$90.6K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares14,903 from 962
Change+13,941 (+1449%)
Value$1.4M (+$1.0M)
Filed 2026-10-13
Detalus Advisors, LLC
UNCHANGED
Shares14,888 from 14,888
Change0 (0%)
Value$1.4M (+$70.6K)
Filed 2026-10-15
Capital Squared Financial LLC
DECREASED
Shares14,773 from 15,664
Change-891 (-6%)
Value$1.4M (-$8.3K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares14,681 from 20,886
Change-6,205 (-30%)
Value$1.4M (-$475.9K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED
Shares14,680 from 14,680
Change0 (0%)
Value$1.4M (+$69.6K)
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares14,625 from 14,625
Change0 (0%)
Value$1.4M (+$69.3K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares14,557 from 19,521
Change-4,964 (-25%)
Value$1.3M (-$367.4K)
Filed 2026-10-16
Well Done, LLC
UNCHANGED
Shares14,490 from 14,490
Change0 (0%)
Value$1.3M (+$68.7K)
Filed 2026-10-20
Angeles Investment Advisors, LLC
DECREASED
Shares14,487 from 371,190
Change-356,703 (-96%)
Value$1.3M (-$31.3M)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares14,470 from 14,470
Change0 (0%)
Value$1.3M (+$68.6K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares14,453 from 12,124
Change+2,329 (+19%)
Value$1.3M (+$273.3K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares14,392 from 12,119
Change+2,273 (+19%)
Value$1.3M (+$265.8K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,337 from 14,441
Change-104 (-1%)
Value$1.3M (+$58.8K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares14,135 from 11,209
Change+2,926 (+26%)
Value$1.3M (+$319.1K)
Filed 2026-11-03
Univest Financial Corp
DECREASED
Shares13,916 from 195,558
Change-181,642 (-93%)
Value$1.3M (-$15.9M)
Filed 2026-11-05
Retirement Guys Formula LLC
DECREASED
Shares13,859 from 13,938
Change-79 (-1%)
Value$1.3M (+$58.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares13,838 from 15,977
Change-2,139 (-13%)
Value$1.3M (-$122.5K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares13,639 from 12,776
Change+863 (+7%)
Value$1.3M (+$140.5K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares13,618 from 21,639
Change-8,021 (-37%)
Value$1.3M (-$640.6K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares13,455 from 14,080
Change-625 (-4%)
Value$1.2M (+$8.9K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares13,229 from 1,450
Change+11,779 (+812%)
Value$1.2M (+$1.1M)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares12,760 from 12,390
Change+370 (+3%)
Value$1.2M (+$93.0K)
Filed 2026-10-05
Pinion Investment Advisors, LLC
INCREASED
Shares12,754 from 12,097
Change+657 (+5%)
Value$1.2M (+$118.2K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares12,651 from 7,195
Change+5,456 (+76%)
Value$1.2M (+$539.6K)
Filed 2026-11-05
Ridgepath Capital Management LLC
UNCHANGED
Shares12,480 from 12,480
Change0 (0%)
Value$1.2M (+$59.2K)
Filed 2026-10-29
Hardworking Capital Advisors, LLC
NEW
Shares12,469
Change+12,469
Value$1.2M
Filed 2026-10-20
Imc-Chicago, LLC
DECREASED
Shares12,465 from 27,183
Change-14,718 (-54%)
Value$1.2M (-$1.2M)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares12,442 from 12,430
Change+12 (+0%)
Value$1.2M (+$60.0K)
Filed 2026-11-02
Diversified Trust Co
UNCHANGED
Shares12,410 from 12,410
Change0 (0%)
Value$1.1M (+$58.8K)
Filed 2026-11-06
Americana Partners, LLC
UNCHANGED
Shares12,335 from 12,335
Change0 (0%)
Value$1.1M (+$58.5K)
Filed 2026-10-28
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares12,269 from 12,255
Change+14 (+0%)
Value$1.1M (+$59.4K)
Filed 2026-10-14
Weaver Consulting Group
UNCHANGED
Shares12,209 from 12,209
Change0 (0%)
Value$1.1M (+$57.9K)
Filed 2026-10-07
Private Wealth Group, LLC
UNCHANGED
Shares12,090 from 12,090
Change0 (0%)
Value$1.1M (+$57.3K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares11,836 from 10,951
Change+885 (+8%)
Value$1.1M (+$133.9K)
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares11,705 from 13,270
Change-1,565 (-12%)
Value$1.1M (-$82.1K)
Filed 2026-10-19
Squire Investment Management Company, LLC
UNCHANGED
Shares11,625 from 11,625
Change0 (0%)
Value$1.1M (+$55.1K)
Filed 2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares11,585 from 12,708
Change-1,123 (-9%)
Value$1.1M (-$43.9K)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares11,545 from 11,545
Change0 (0%)
Value$1.1M (+$54.7K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares11,343 from 11,627
Change-284 (-2%)
Value$1.1M (+$28.8K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares11,294 from 13,912
Change-2,618 (-19%)
Value$1.0M (-$176.5K)
Filed 2026-11-03
Gateway Investment Advisers LLC
NEW
Shares11,280
Change+11,280
Value$1.0M
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares11,247 from 10,670
Change+577 (+5%)
Value$1.0M (+$104.0K)
Filed 2026-10-26
Wagner Wealth Management, LLC
INCREASED
Shares11,149 from 10,982
Change+167 (+2%)
Value$1.0M (+$67.5K)
Filed 2026-10-21
Hartline Investment Corp/
UNCHANGED
Shares11,125 from 11,125
Change0 (0%)
Value$1.0M (+$52.7K)
Filed 2026-10-29
Rolek Wealth Management LLC
INCREASED
Shares11,100 from 11,095
Change+5 (+0%)
Value$1.0M (+$53.0K)
Filed 2026-10-21
Regions Financial Corp
INCREASED
Shares10,926 from 10,789
Change+137 (+1%)
Value$1.0M (+$63.8K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares10,867 from 8,652
Change+2,215 (+26%)
Value$1.0M (+$246.3K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares10,704 from 3,139
Change+7,565 (+241%)
Value$991.7K (+$715.8K)
Filed 2026-11-03
Capital Investment Counsel, LLC
UNCHANGED
Shares10,565 from 10,565
Change0 (0%)
Value$978.9K (+$50.1K)
Filed 2026-10-14
Ethos Capital Management, Inc.
DECREASED
Shares10,470 from 11,793
Change-1,323 (-11%)
Value$970.0K (-$66.7K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares10,252 from 9,455
Change+797 (+8%)
Value$949.8K (+$118.6K)
Filed 2026-10-15
Parsons Capital Management Inc
DECREASED
Shares10,155 from 10,405
Change-250 (-2%)
Value$940.9K (+$26.2K)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares10,110
Change+10,110
Value$936.7K
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED
Shares10,099 from 14,064
Change-3,965 (-28%)
Value$935.7K (-$300.7K)
Filed 2026-10-28
Financial Management Network Inc
UNCHANGED
Shares10,033 from 10,033
Change0 (0%)
Value$939.9K (+$68.7K)
Filed 2026-10-09
McAdam, LLC
INCREASED
Shares9,914 from 9,748
Change+166 (+2%)
Value$918.6K (+$61.7K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares9,650
Change+9,650
Value$894.0K
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares9,644 from 9,709
Change-65 (-1%)
Value$893.5K (+$40.0K)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
INCREASED
Shares9,639 from 9,551
Change+88 (+1%)
Value$893.1K (+$53.4K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares9,550 from 9,890
Change-340 (-3%)
Value$884.8K (+$15.3K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares9,532 from 8,659
Change+873 (+10%)
Value$883.2K (+$122.0K)
Filed 2026-10-19
FF Advisors,LLC
UNCHANGED
Shares9,530 from 9,530
Change0 (0%)
Value$883.0K (+$45.2K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
INCREASED
Shares9,501 from 9,499
Change+2 (+0%)
Value$880.3K (+$45.2K)
Filed 2026-10-22
Latitude Advisors, LLC
INCREASED
Shares9,206 from 8,705
Change+501 (+6%)
Value$852.9K (+$87.6K)
Filed 2026-10-27
Balefire, LLC
INCREASED
Shares9,099 from 9,040
Change+59 (+1%)
Value$843.0K (+$48.3K)
Filed 2026-10-09
Acorn Financial Advisory Services Inc
DECREASED
Shares9,022 from 9,023
Change-1 (0%)
Value$836.0K (+$42.8K)
Filed 2026-11-02
Wealth Management Nebraska
INCREASED
Shares8,969 from 8,935
Change+34 (+0%)
Value$831.0K (+$45.5K)
Filed 2026-10-26
Asempa Wealth Advisors
INCREASED
Shares8,805 from 8,799
Change+6 (+0%)
Value$816.7K (+$43.2K)
Filed 2026-10-07
Atwood & Palmer Inc
UNCHANGED
Shares8,776 from 8,776
Change0 (0%)
Value$813.1K (+$41.6K)
Filed 2026-10-08
Zinnia Wealth Advisory, LLC
UNCHANGED
Shares8,735 from 8,735
Change0 (0%)
Value$809.3K (+$41.4K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
INCREASED
Shares8,728 from 8,693
Change+35 (+0%)
Value$808.6K (+$44.4K)
Filed 2026-11-02
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares8,670 from 8,670
Change0 (0%)
Value$803.3K (+$41.1K)
Filed 2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED
Shares8,643 from 8,736
Change-93 (-1%)
Value$800.8K (+$32.8K)
Filed 2026-10-13
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares8,592 from 8,592
Change0 (0%)
Value$796.0K (+$40.7K)
Filed 2026-11-06
Rodgers & Associates, LTD
DECREASED
Shares8,577 from 8,622
Change-45 (-1%)
Value$794.7K (+$36.7K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares8,504 from 9,240
Change-736 (-8%)
Value$787.9K (-$24.4K)
Filed 2026-10-06
Bailard, Inc.
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$787.5K (+$40.3K)
Filed 2026-10-13
Guardian Capital, LLC
DECREASED
Shares8,427 from 8,673
Change-246 (-3%)
Value$780.8K (+$18.3K)
Filed 2026-11-06
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares8,388 from 8,388
Change0 (0%)
Value$777.2K (+$39.8K)
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED
Shares8,387 from 8,206
Change+181 (+2%)
Value$777.1K (+$55.6K)
Filed 2026-10-19
Aspiriant, LLC
DECREASED
Shares8,323 from 12,200
Change-3,877 (-32%)
Value$771.1K (-$301.4K)
Filed 2026-10-16
First International Bank of Israel Ltd.
DECREASED
Shares8,309 from 15,330
Change-7,021 (-46%)
Value$769.8K (-$577.8K)
Filed 2026-11-04
DT Investment Partners, LLC
DECREASED
Shares8,300 from 226,863
Change-218,563 (-96%)
Value$769.0K (-$19.2M)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares8,120 from 8,245
Change-125 (-2%)
Value$752.3K (+$27.5K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares8,079 from 8,511
Change-432 (-5%)
Value$748.5K (+$317)
Filed 2026-10-22
JGP Wealth Management, LLC
UNCHANGED
Shares7,967 from 7,967
Change0 (0%)
Value$738.2K (+$37.8K)
Filed 2026-10-13
National Wealth Management Group, LLC
DECREASED
Shares7,964 from 8,250
Change-286 (-3%)
Value$737.8K (+$12.6K)
Filed 2026-10-26
Seven Hills Financial, LLC
NEW
Shares7,925
Change+7,925
Value$734.3K
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$727.3K (+$37.2K)
Filed 2026-10-15
Aurora Private Wealth, Inc.
DECREASED
Shares7,810 from 8,134
Change-324 (-4%)
Value$724 (-$714.3K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
INCREASED
Shares7,774 from 7,772
Change+2 (+0%)
Value$720.2K (+$37.0K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares7,740 from 5,799
Change+1,941 (+33%)
Value$717.2K (+$207.4K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED
Shares7,725 from 7,725
Change0 (0%)
Value$692.4K (+$13.3K)
Filed 2026-11-02
Rasp Wealth Solutions, LLC
INCREASED
Shares7,625 from 7,618
Change+7 (+0%)
Value$706.4K (+$36.7K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares7,596 from 6,053
Change+1,543 (+25%)
Value$703.8K (+$171.7K)
Filed 2026-10-22
Berkshire Money Management, Inc.
NEW
Shares7,499
Change+7,499
Value$694.8K
Filed 2026-10-21
David Kennon Inc
DECREASED
Shares7,448 from 7,507
Change-59 (-1%)
Value$690.1K (+$30.1K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,445 from 9,350
Change-1,905 (-20%)
Value$689.8K (-$132.2K)
Filed 2026-10-13
Financial Freedom, LLC
INCREASED
Shares7,399 from 7,393
Change+6 (+0%)
Value$685.5K (+$35.6K)
Filed 2026-11-06
Bell Bank
INCREASED
Shares7,350 from 6,738
Change+612 (+9%)
Value$681.0K (+$88.6K)
Filed 2026-10-21
Embree Financial Group
UNCHANGED
Shares7,335 from 7,335
Change0 (0%)
Value$679.6K (+$34.8K)
Filed 2026-10-22
Sage Investment Advisers LLC
DECREASED
Shares7,277 from 7,775
Change-498 (-6%)
Value$674.2K (-$9.2K)
Filed 2026-10-21
Platform Technology Partners
DECREASED
Shares7,218 from 7,225
Change-7 (0%)
Value$668.7K (+$33.6K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares7,211 from 7,205
Change+6 (+0%)
Value$668.1K (+$57.0K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
NEW
Shares7,185
Change+7,185
Value$665.7K
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares7,161 from 6,485
Change+676 (+10%)
Value$663.5K (+$93.4K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
DECREASED
Shares7,138 from 7,600
Change-462 (-6%)
Value$661.3K (-$6.8K)
Filed 2026-10-19
Heritage Investment Group, Inc.
DECREASED
Shares7,091 from 7,313
Change-222 (-3%)
Value$657.0K (+$14.1K)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares7,079 from 7,088
Change-9 (0%)
Value$655.9K (+$32.8K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares7,051 from 7,047
Change+4 (+0%)
Value$653.3K (+$33.8K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares7,009 from 6,857
Change+152 (+2%)
Value$649.4K (+$46.6K)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares6,989 from 10,089
Change-3,100 (-31%)
Value$647.5K (-$239.4K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares6,964 from 6,574
Change+390 (+6%)
Value$645.2K (+$67.3K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED
Shares6,904 from 6,904
Change0 (0%)
Value$639.7K (+$32.7K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$639.3K (+$32.7K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares6,790 from 6,790
Change0 (0%)
Value$629.1K (+$32.2K)
Filed 2026-10-16
MFA Wealth Advisors, LLC
DECREASED
Shares6,752 from 7,862
Change-1,110 (-14%)
Value$625.6K (-$65.6K)
Filed 2026-10-07
Auxano Advisors, LLC
NEW
Shares6,740
Change+6,740
Value$624.5K
Filed 2026-11-06
Entrust Financial LLC
DECREASED
Shares6,688 from 6,791
Change-103 (-2%)
Value$619.6K (+$22.7K)
Filed 2026-11-04
Mindset Wealth Management, LLC
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$616.1K (+$31.5K)
Filed 2026-10-19
BCO Wealth Management LLC
DECREASED
Shares6,623 from 6,735
Change-112 (-2%)
Value$613.6K (+$21.5K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
NEW
Shares6,608
Change+6,608
Value$612.2K
Filed 2026-10-21
Sterling Investment Counsel, LLC
DECREASED
Shares6,558 from 6,782
Change-224 (-3%)
Value$607.6K (+$11.4K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares6,512 from 5,656
Change+856 (+15%)
Value$603.4K (+$106.1K)
Filed 2026-11-05
Fairscale Capital, LLC
DECREASED
Shares6,480 from 6,695
Change-215 (-3%)
Value$562.8K (-$25.8K)
Filed 2026-11-04
LS Investment Advisors, LLC
DECREASED
Shares6,475 from 8,550
Change-2,075 (-24%)
Value$599.9K (-$151.7K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares6,421 from 6,481
Change-60 (-1%)
Value$594.9K (+$25.1K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED
Shares6,355 from 6,355
Change0 (0%)
Value$588.8K (+$30.1K)
Filed 2026-10-30
Brown Wealth Management, LLC
DECREASED
Shares6,344 from 6,368
Change-24 (0%)
Value$587.8K (+$28.0K)
Filed 2026-10-20
Jackson Square Capital, LLC
UNCHANGED
Shares6,260 from 6,260
Change0 (0%)
Value$580.0K (+$29.7K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares6,215
Change+6,215
Value$575.8K
Filed 2026-10-21
Centennial Advisors, LLC
DECREASED
Shares6,201 from 11,066
Change-4,865 (-44%)
Value$574.6K (-$398.2K)
Filed 2026-10-21
LWM Advisors Inc
INCREASED
Shares6,192 from 5,927
Change+265 (+4%)
Value$573.7K (+$52.6K)
Filed 2026-10-08
CWC Advisors, Llc.
UNCHANGED
Shares6,153 from 6,153
Change0 (0%)
Value$570.1K (+$29.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares6,138 from 6,303
Change-165 (-3%)
Value$568.7K (+$14.5K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,065 from 6,108
Change-43 (-1%)
Value$562 (-$484.5K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
INCREASED
Shares6,046 from 6,041
Change+5 (+0%)
Value$560.2K (+$29.1K)
Filed 2026-11-04
Elm3 Financial Group, LLC
NEW
Shares6,015
Change+6,015
Value$557.3K
Filed 2026-10-07
Live Oak Investment Partners
INCREASED
Shares5,990 from 5,932
Change+58 (+1%)
Value$555.0K (+$33.5K)
Filed 2026-10-23
Principle Wealth Partners LLC
UNCHANGED
Shares5,978 from 5,978
Change0 (0%)
Value$553.9K (+$28.4K)
Filed 2026-11-02
Marathon Mission, Inc.
UNCHANGED
Shares5,840 from 5,840
Change0 (0%)
Value$541.1K (+$27.7K)
Filed 2026-10-01
Strategic Blueprint, LLC
INCREASED
Shares5,838 from 5,348
Change+490 (+9%)
Value$540.9K (+$70.7K)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
DECREASED
Shares5,803 from 5,840
Change-37 (-1%)
Value$537.6K (+$24.3K)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$533.2K (+$27.3K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares5,745 from 5,740
Change+5 (+0%)
Value$532.3K (+$27.6K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares5,682 from 5,807
Change-125 (-2%)
Value$526.4K (+$15.9K)
Filed 2026-11-05
Fortis Group Advisors, LLC
INCREASED
Shares5,649 from 5,427
Change+222 (+4%)
Value$490.6K (+$13.5K)
Filed 2026-11-06
SpringVest Wealth Management LLC
UNCHANGED
Shares5,625 from 5,625
Change0 (0%)
Value$521.2K (+$26.7K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares5,619 from 5,616
Change+3 (+0%)
Value$520.6K (+$26.8K)
Filed 2026-10-29
Waldron Private Wealth LLC
DECREASED
Shares5,583 from 5,685
Change-102 (-2%)
Value$517.3K (+$17.5K)
Filed 2026-11-02
CGN Advisors LLC
INCREASED
Shares5,582 from 5,514
Change+68 (+1%)
Value$517.2K (+$32.5K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares5,563 from 5,518
Change+45 (+1%)
Value$528.1K (+$45.5K)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares5,450
Change+5,450
Value$467
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares5,430
Change+5,430
Value$503.1K
Filed 2026-10-14
Wealth Group Ltd
DECREASED
Shares5,398 from 5,400
Change-2 (0%)
Value$505.7K (+$30.9K)
Filed 2026-10-07
Private Client Services, LLC
DECREASED
Shares5,368 from 7,030
Change-1,662 (-24%)
Value$497.3K (-$120.7K)
Filed 2026-10-02
Shepherd Financial Partners LLC
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$490.6K (+$25.1K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
INCREASED
Shares5,281 from 5,279
Change+2 (+0%)
Value$502.3K (+$38.2K)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED
Shares5,272 from 5,268
Change+4 (+0%)
Value$488.5K (+$25.4K)
Filed 2026-10-27
Morton Capital Management LLC
DECREASED
Shares5,255 from 6,805
Change-1,550 (-23%)
Value$486.9K (-$111.4K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares5,205 from 4,210
Change+995 (+24%)
Value$482.9K (+$112.9K)
Filed 2026-10-16
Certified Advisory Corp
INCREASED
Shares5,203 from 5,202
Change+1 (+0%)
Value$482.1K (+$24.7K)
Filed 2026-10-29
Natural Investments, LLC
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$478.1K (+$25.1K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$474.8K (+$24.3K)
Filed 2026-10-01
Monument Group Wealth Advisors, LLC
DECREASED
Shares5,110 from 5,207
Change-97 (-2%)
Value$473.5K (+$28.2K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
INCREASED
Shares5,102 from 1,198
Change+3,904 (+326%)
Value$472.7K (-$21.8K)
Filed 2026-11-03
Anchor Capital Advisors LLC
INCREASED
Shares5,076 from 5,000
Change+76 (+2%)
Value$470.3K (+$30.7K)
Filed 2026-11-05
Lauterbach Financial Advisors, LLC
INCREASED
Shares5,064 from 5,060
Change+4 (+0%)
Value$469.2K (+$24.4K)
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares4,973 from 4,973
Change0 (0%)
Value$460.7K (+$23.6K)
Filed 2026-10-19
GSG Advisors LLC
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$454.3K (+$23.2K)
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares4,893 from 4,890
Change+3 (+0%)
Value$453.3K (+$23.4K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares4,888 from 2,431
Change+2,457 (+101%)
Value$453 (-$213.5K)
Filed 2026-10-22
Allied Investment Advisors, LLC
INCREASED
Shares4,861 from 4,436
Change+425 (+10%)
Value$450.4K (+$60.4K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
DECREASED
Shares4,855 from 5,660
Change-805 (-14%)
Value$449.8K (-$47.7K)
Filed 2026-10-13
Mitchell Capital Management Co
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$443.3K (+$22.7K)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares4,779
Change+4,779
Value$442.7K
Filed 2026-10-28
Simon Quick Advisors, LLC
DECREASED
Shares4,753 from 4,775
Change-22 (0%)
Value$440.4K (+$20.6K)
Filed 2026-10-26
UMB Bank, n.a.
DECREASED
Shares4,750 from 4,948
Change-198 (-4%)
Value$440.1K (+$5.1K)
Filed 2026-11-06
Glenview Trust Co
DECREASED
Shares4,745 from 5,180
Change-435 (-8%)
Value$439.6K (-$15.7K)
Filed 2026-10-28
Legacy Advisory Services, LLC
DECREASED
Shares4,731 from 8,647
Change-3,916 (-45%)
Value$438.3K (-$321.9K)
Filed 2026-10-20
Leeward Financial Partners, LLC
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$438.2K (+$22.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,665 from 4,800
Change-135 (-3%)
Value$432.2K (+$10.2K)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares4,655 from 4,150
Change+505 (+12%)
Value$431.3K (+$66.5K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares4,642 from 5,324
Change-682 (-13%)
Value$430.1K (-$37.9K)
Filed 2026-10-21
Wealthstar Advisors, LLC
UNCHANGED
Shares4,635 from 4,635
Change0 (0%)
Value$429.4K (+$22.0K)
Filed 2026-10-19
Aprio Wealth Management, LLC
DECREASED
Shares4,615 from 5,525
Change-910 (-16%)
Value$427.6K (-$58.1K)
Filed 2026-10-28
BCS Wealth Management
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$426.2K (+$21.8K)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares4,579 from 4,579
Change0 (0%)
Value$410.4K (+$7.9K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
DECREASED
Shares4,577 from 6,361
Change-1,784 (-28%)
Value$424.0K (-$135.2K)
Filed 2026-10-28
Ritholtz Wealth Management
INCREASED
Shares4,560 from 3,634
Change+926 (+25%)
Value$422.4K (+$103.0K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,531 from 9,323
Change-4,792 (-51%)
Value$419.8K (-$399.8K)
Filed 2026-10-23
Fusion Capital, LLC
INCREASED
Shares4,531 from 4,316
Change+215 (+5%)
Value$419.8K (+$40.4K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares4,519 from 3,556
Change+963 (+27%)
Value$418.7K (+$106.1K)
Filed 2026-10-08
ProVise Management Group, LLC
DECREASED
Shares4,460 from 5,920
Change-1,460 (-25%)
Value$413.2K (-$107.2K)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
DECREASED
Shares4,372 from 4,646
Change-274 (-6%)
Value$405.1K (-$3.4K)
Filed 2026-10-29
S.A. Mason LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$402.1K (+$20.6K)
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$401.2K (+$20.5K)
Filed 2026-11-02
Mason & Associates, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$396.1K (+$20.3K)
Filed 2026-10-26
Madison Park Capital Advisors, LLC
INCREASED
Shares4,201 from 1,477
Change+2,724 (+184%)
Value$389.2K (+$154.8K)
Filed 2026-10-28
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares4,199 from 4,217
Change-18 (0%)
Value$389.1K (+$18.3K)
Filed 2026-11-05
Advisors Management Group Inc
DECREASED
Shares4,153 from 4,228
Change-75 (-2%)
Value$384 (-$370.6K)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares4,140 from 3,980
Change+160 (+4%)
Value$383.6K (+$33.7K)
Filed 2026-10-28
JB Capital LLC
DECREASED
Shares4,137 from 5,465
Change-1,328 (-24%)
Value$383.3K (-$97.2K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares4,125 from 4,125
Change0 (0%)
Value$382.2K (+$19.6K)
Filed 2026-10-13
RF&L Wealth Management, LLC
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$377.5K (+$19.3K)
Filed 2026-10-20
Welch Group, LLC
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$377.5K (+$19.3K)
Filed 2026-10-29
Venture Visionary Partners LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$373.4K (+$19.1K)
Filed 2026-10-07
Provident Wealth Management, LLC
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$372.5K (+$19.1K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED
Shares4,016 from 4,016
Change0 (0%)
Value$372.1K (+$19.0K)
Filed 2026-10-27
BAR Harbor Wealth Management
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$370.6K (+$19.0K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$368.3K (+$18.8K)
Filed 2026-10-22
Winthrop Advisory Group LLC
DECREASED
Shares3,936 from 5,087
Change-1,151 (-23%)
Value$364.6K (-$82.6K)
Filed 2026-10-22
Keystone Wealth Services, LLC
UNCHANGED
Shares3,933 from 3,933
Change0 (0%)
Value$363.6K (+$17.8K)
Filed 2026-11-03
Davidson Trust Co
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$361.3K (+$18.5K)
Filed 2026-10-09
Davidson Investment Advisors
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$361.3K (+$18.5K)
Filed 2026-10-20
Guidance Capital, Inc
INCREASED
Shares3,847 from 3,844
Change+3 (+0%)
Value$329.5K (-$9.4K)
Filed 2026-11-03
CPC Advisors, LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$354.9K (+$18.2K)
Filed 2026-10-21
Plus Group Wealth Advisors LLC
UNCHANGED
Shares3,813 from 3,813
Change0 (0%)
Value$353.3K (+$18.1K)
Filed 2026-10-19
Retirement Planning Group, LLC
INCREASED
Shares3,785 from 3,590
Change+195 (+5%)
Value$350.6K (+$35.0K)
Filed 2026-10-19
180 Wealth Advisors, LLC
UNCHANGED
Shares3,755 from 3,755
Change0 (0%)
Value$347.9K (+$17.8K)
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares3,742 from 3,927
Change-185 (-5%)
Value$346.7K (+$1.5K)
Filed 2026-10-19
Simplex Trading, LLC
DECREASED
Shares3,737 from 4,469
Change-732 (-16%)
Value$346.2K (-$46.6K)
Filed 2026-11-04
Channel Wealth LLC
DECREASED
Shares3,737 from 3,935
Change-198 (-5%)
Value$346.2K (+$307)
Filed 2026-11-06
Baker Avenue Asset Management, LP
DECREASED
Shares3,735 from 6,295
Change-2,560 (-41%)
Value$346.0K (-$207.3K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
DECREASED
Shares3,723 from 3,912
Change-189 (-5%)
Value$344.9K (+$1.0K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
NEW
Shares3,695
Change+3,695
Value$342.3K
Filed 2026-10-05
Kingdom Financial Group Llc.
DECREASED
Shares3,683 from 6,550
Change-2,867 (-44%)
Value$341.3K (-$234.5K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,680 from 4,428
Change-748 (-17%)
Value$340.9K (-$48.3K)
Filed 2026-10-16
SC&H Financial Advisors, Inc.
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$341.0K (+$17.4K)
Filed 2026-10-14
Manchester Financial Inc
DECREASED
Shares3,625 from 3,725
Change-100 (-3%)
Value$335.9K (+$8.4K)
Filed 2026-10-15
OxenFree Capital LLC
DECREASED
Shares3,599 from 4,651
Change-1,052 (-23%)
Value$342.3K (-$64.5K)
Filed 2026-10-07
Busey Bank
DECREASED
Shares3,598 from 3,853
Change-255 (-7%)
Value$333.4K (-$5.4K)
Filed 2026-10-26
Ridgewood Investments LLC
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$330.3K (+$16.9K)
Filed 2026-10-05
Trilogy Capital Inc.
UNCHANGED
Shares3,523 from 3,523
Change0 (0%)
Value$326.4K (+$16.7K)
Filed 2026-10-20
Sunburst Financial Group, LLC
DECREASED
Shares3,509 from 3,817
Change-308 (-8%)
Value$325.1K (-$10.4K)
Filed 2026-10-09
Greenleaf Trust
UNCHANGED
Shares3,489 from 3,489
Change0 (0%)
Value$323.3K (+$16.5K)
Filed 2026-10-29
Key FInancial Inc
DECREASED
Shares3,485 from 3,765
Change-280 (-7%)
Value$322.9K (-$8.1K)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares3,462 from 2,792
Change+670 (+24%)
Value$320.8K (+$75.3K)
Filed 2026-10-07
SeaCrest Wealth Management, LLC
NEW
Shares3,426
Change+3,426
Value$317.4K
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares3,415 from 1,655
Change+1,760 (+106%)
Value$316.4K (+$170.8K)
Filed 2026-11-05
Maia Wealth LLC
DECREASED
Shares3,404 from 4,096
Change-692 (-17%)
Value$315.4K (-$44.7K)
Filed 2026-10-19
Acute Investment Advisory, LLC
DECREASED
Shares3,375 from 3,483
Change-108 (-3%)
Value$312.7K (+$6.5K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares3,371 from 2,886
Change+485 (+17%)
Value$312.3K (+$58.6K)
Filed 2026-10-22
CPR Investments Inc.
NEW
Shares3,336
Change+3,336
Value$309.1K
Filed 2026-10-26
Heck Capital Advisors, LLC
NEW
Shares3,330
Change+3,330
Value$308.5K
Filed 2026-10-14
Dahring | Cusmano LLC
DECREASED
Shares3,328 from 5,099
Change-1,771 (-35%)
Value$308.4K (-$139.9K)
Filed 2026-11-03
Mystic Asset Management, Inc.
DECREASED
Shares3,300 from 3,700
Change-400 (-11%)
Value$305.7K (-$19.5K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares3,295 from 3,292
Change+3 (+0%)
Value$305.3K (+$15.9K)
Filed 2026-10-14
First National Trust Co
UNCHANGED
Shares3,287 from 3,287
Change0 (0%)
Value$304.5K (+$15.6K)
Filed 2026-10-28
Ballast, Inc.
INCREASED
Shares3,275 from 3,232
Change+43 (+1%)
Value$303.4K (+$19.3K)
Filed 2026-10-20
Barclays PLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$303.4K (+$15.5K)
Filed 2026-11-06
Legacy Private Trust Co.
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$303.4K (+$15.5K)
Filed 2026-10-06
Entrewealth, LLC
DECREASED
Shares3,257 from 3,637
Change-380 (-10%)
Value$301.8K (-$25.6K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
INCREASED
Shares3,245 from 3,205
Change+40 (+1%)
Value$300.6K (+$18.9K)
Filed 2026-11-04
Guardian Financial Partners, LLC
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$296.9K (+$15.2K)
Filed 2026-11-04
Retireful, LLC
DECREASED
Shares3,195 from 4,695
Change-1,500 (-32%)
Value$296.0K (-$118.0K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
DECREASED
Shares3,117 from 4,257
Change-1,140 (-27%)
Value$288.8K (-$85.5K)
Filed 2026-10-13
KCM Investment Advisors LLC
UNCHANGED
Shares3,045 from 3,045
Change0 (0%)
Value$282.1K (+$14.4K)
Filed 2026-10-27
LFG Wealth Partners, LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$279.3K (+$14.3K)
Filed 2026-10-28
Montag A & Associates Inc
NEW
Shares3,010
Change+3,010
Value$278.9K
Filed 2026-10-29
Orin Green Financial, LLC
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$276.6K (+$14.1K)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,925 from 7,005
Change-4,080 (-58%)
Value$274.2K (-$346.5K)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares2,916 from 2,740
Change+176 (+6%)
Value$270.2K (+$29.3K)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares2,874 from 2,873
Change+1 (+0%)
Value$266.2K (+$13.7K)
Filed 2026-10-30
Prosperity Financial Group, Inc.
INCREASED
Shares2,869 from 2,867
Change+2 (+0%)
Value$265.8K (+$13.7K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares2,857 from 1,570
Change+1,287 (+82%)
Value$264.7K (+$126.7K)
Filed 2026-10-23
Alchemi Wealth, LLC
UNCHANGED
Shares2,843 from 2,843
Change0 (0%)
Value$263.5K (+$13.5K)
Filed 2026-11-04
Calamos Wealth Management LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$259.4K (+$13.3K)
Filed 2026-11-02
Advisortrust Partners, LLC
UNCHANGED
Shares2,760 from 2,760
Change0 (0%)
Value$255.7K (+$13.1K)
Filed 2026-11-02
Traynor Capital Management, Inc.
NEW
Shares2,750
Change+2,750
Value$254.8K
Filed 2026-10-29
Nadler Financial Group, Inc.
UNCHANGED
Shares2,690 from 2,690
Change0 (0%)
Value$249.2K (+$12.8K)
Filed 2026-10-23
MSH Capital Advisors LLC
NEW
Shares2,687
Change+2,687
Value$249.0K
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares2,687 from 2,691
Change-4 (0%)
Value$238.6K (+$9.6K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$248.5K (+$12.7K)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares2,662 from 2,660
Change+2 (+0%)
Value$246.7K (+$12.8K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,654 from 2,437
Change+217 (+9%)
Value$245.9K (+$31.6K)
Filed 2026-10-29
Compass Ion Advisors, LLC
INCREASED
Shares2,640 from 2,425
Change+215 (+9%)
Value$244.6K (+$31.4K)
Filed 2026-10-23
Great Point Wealth Advisors, LLC
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$244.1K (+$12.5K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$243.2K (+$12.4K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
INCREASED
Shares2,619 from 2,604
Change+15 (+1%)
Value$235.7K (+$9.6K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares2,606 from 2,604
Change+2 (+0%)
Value$241.4K (+$12.5K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares2,603 from 2,601
Change+2 (+0%)
Value$241.2K (+$12.5K)
Filed 2026-10-26
Vigilare Wealth Management
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$240.0K (+$12.3K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,580 from 2,578
Change+2 (+0%)
Value$239.0K (+$12.4K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
DECREASED
Shares2,545 from 3,345
Change-800 (-24%)
Value$235.8K (-$58.3K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
INCREASED
Shares2,508 from 2,329
Change+179 (+8%)
Value$232.4K (+$27.6K)
Filed 2026-11-05
Quadrant Capital Group LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$233.1K (+$15.5K)
Filed 2026-10-20
Magnus Financial Group LLC
NEW
Shares2,456
Change+2,456
Value$227.5K
Filed 2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,456 from 2,456
Change0 (0%)
Value$227.6K (+$11.6K)
Filed 2026-10-27
Kwmg, LLC
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$224.7K (+$11.5K)
Filed 2026-10-07
Crane Advisory, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$227.0K (+$15.4K)
Filed 2026-10-13
Kingsman Wealth Management, Inc.
INCREASED
Shares2,397 from 2,395
Change+2 (+0%)
Value$222.1K (+$11.5K)
Filed 2026-10-13
Level Four Advisory Services, LLC
NEW
Shares2,396
Change+2,396
Value$222.0K
Filed 2026-11-06
Buska Wealth Management, LLC
INCREASED
Shares2,385 from 2,382
Change+3 (+0%)
Value$221.0K (+$11.6K)
Filed 2026-10-08
Premier Path Wealth Partners, LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$218.7K (+$11.2K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares2,347 from 2,346
Change+1 (+0%)
Value$217.5K (+$11.2K)
Filed 2026-10-08
Kaydan Wealth Management, Inc.
DECREASED
Shares2,333 from 3,300
Change-967 (-29%)
Value$216.2K (-$74.0K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$215.4K (+$11.0K)
Filed 2026-10-13
Abner Herrman & Brock LLC
NEW
Shares2,302
Change+2,302
Value$213
Filed 2026-10-20
GoalFusion Wealth Management, LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$212.2K (+$10.9K)
Filed 2026-10-06
Tenon Financial LLC
NEW
Shares2,265
Change+2,265
Value$209.9K
Filed 2026-10-14
Wedmont Private Capital
DECREASED
Shares2,253 from 2,666
Change-413 (-15%)
Value$211.1K (-$26.3K)
Filed 2026-10-09
West Wealth Group, LLC
NEW
Shares2,249
Change+2,249
Value$208.3K
Filed 2026-10-14
TCV Trust & Wealth Management, Inc.
NEW
Shares2,240
Change+2,240
Value$207.5K
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
NEW
Shares2,240
Change+2,240
Value$207.5K
Filed 2026-11-03
Guild Investment Management, Inc.
NEW
Shares2,225
Change+2,225
Value$206.1K
Filed 2026-11-03
Forum Financial Management, LP
NEW
Shares2,206
Change+2,206
Value$204.4K
Filed 2026-10-16
Evansbrook LLC
DECREASED
Shares2,190 from 2,530
Change-340 (-13%)
Value$202.9K (-$19.5K)
Filed 2026-10-16
Inlight Wealth Management, LLC
NEW
Shares2,188
Change+2,188
Value$202.7K
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares2,168 from 1,301
Change+867 (+67%)
Value$200.8K (+$86.5K)
Filed 2026-10-29
MKT Advisors LLC
NEW
Shares2,135
Change+2,135
Value$200.1K
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$196.9K (+$10.1K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$190.4K (+$9.7K)
Filed 2026-10-15
Cullen T Bankers, Inc.
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$184.8K (+$9.5K)
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares1,902 from 1,901
Change+1 (+0%)
Value$176.2K (+$9.1K)
Filed 2026-11-05
Downshift Financial, LLC
DECREASED
Shares1,741 from 1,791
Change-50 (-3%)
Value$161.3K (+$3.8K)
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$156.1K (+$8.0K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares1,522 from 1,635
Change-113 (-7%)
Value$141.0K (-$2.7K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$131.1K (+$6.7K)
Filed 2026-10-21
Pittenger & Anderson Inc
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$127.4K (+$6.5K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$125.1K (+$6.4K)
Filed 2026-10-16
Winch Advisory Services, LLC
INCREASED
Shares1,315 from 1,314
Change+1 (+0%)
Value$121.8K (+$6.3K)
Filed 2026-11-06
Natixis
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$115.9K (+$7.3K)
Filed 2026-11-06
Activest Wealth Management
DECREASED
Shares1,193 from 1,454
Change-261 (-18%)
Value$110.5K (-$17.3K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares1,190
Change+1,190
Value$109.0K
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares1,170 from 1,346
Change-176 (-13%)
Value$108.4K (-$9.9K)
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$105.2K (+$5.4K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$102.4K (+$5.2K)
Filed 2026-10-16
Alpine Bank Wealth Management
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$96.8K (+$5.0K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$94.2K (+$4.8K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$93.1K (+$4.8K)
Filed 2026-10-20
Arlington Trust Co LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$92.7K (+$4.7K)
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$92.7K (+$4.7K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares925 from 960
Change-35 (-4%)
Value$85.7K (+$1.4K)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$85.7K (+$4.4K)
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED
Shares908 from 840
Change+68 (+8%)
Value$84.1K (+$10.3K)
Filed 2026-11-03
MV Capital Management, Inc.
INCREASED
Shares901 from 750
Change+151 (+20%)
Value$83.5K (+$17.5K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$82.0K (+$4.2K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares871 from 861
Change+10 (+1%)
Value$80.7K (+$5.0K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares859 from 858
Change+1 (+0%)
Value$79.6K (+$4.1K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$79.2K (+$4.1K)
Filed 2026-10-28
Wells Financial Advisors Inc
DECREASED
Shares675 from 680
Change-5 (-1%)
Value$62.5K (+$2.8K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares673 from 20,633
Change-19,960 (-97%)
Value$62.4K (-$1.8M)
Filed 2026-11-02
Valued Wealth Advisors LLC
DECREASED
Shares622 from 629
Change-7 (-1%)
Value$57.6K (+$2.3K)
Filed 2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$56.1K (+$2.9K)
Filed 2026-10-16
First Command Advisory Services, Inc.
NEW
Shares603
Change+603
Value$55.9K
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares601
Change+601
Value$55.7K
Filed 2026-10-07
MTM Investment Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$55.6K (+$2.8K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$50.0K (+$2.6K)
Filed 2026-10-05
Clearstead Advisors, LLC
INCREASED
Shares502 from 480
Change+22 (+5%)
Value$46.5K (+$4.3K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares500 from 625
Change-125 (-20%)
Value$46.3K (-$8.6K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$44.8K (+$2.3K)
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares450
Change+450
Value$41.7K
Filed 2026-10-23
Vestor Capital, LLC
DECREASED
Shares440 from 3,510
Change-3,070 (-87%)
Value$114 (-$176)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$39.4K (+$2.0K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$37.5K (+$1.9K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$37.1K (+$1.9K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$36.6K (+$1.9K)
Filed 2026-11-04
GoalVest Advisory LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$36.6K (+$1.9K)
Filed 2026-10-02
Abound Wealth Management
INCREASED
Shares390 from 200
Change+190 (+95%)
Value$36.1K (+$18.6K)
Filed 2026-10-26
Hoey Investments, Inc
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$35.7K (+$1.8K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$35.0K (+$1.8K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$32.4K (+$1.7K)
Filed 2026-10-01
Blue Bell Private Wealth Management, LLC
DECREASED
Shares345 from 365
Change-20 (-5%)
Value$32.0K (-$123)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$31.0K (+$1.6K)
Filed 2026-10-14
Townsend Asset Management Corp
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$28.3K (+$1.4K)
Filed 2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$27.8K (+$1.4K)
Filed 2026-10-07
Mascoma Wealth Management LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$25.9K (+$1.3K)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$24.1K (+$1.2K)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$23.2K (+$1.2K)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares246 from 9
Change+237 (+2633%)
Value$22.8K (+$22.0K)
Filed 2026-11-02
Your Advocates Ltd., LLP
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$20.8K (+$1.1K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$20.1K (+$1.0K)
Filed 2026-10-30
United Financial Planning Group LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$19.9K (+$1.0K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares204 from 3
Change+201 (+6700%)
Value$18.9K (+$18.6K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$18.5K (+$948)
Filed 2026-10-08
Networth Advisors, LLC
DECREASED
Shares186 from 877
Change-691 (-79%)
Value$17.2K (-$59.9K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
NEW
Shares152
Change+152
Value$14.1K
Filed 2026-10-07
John Boyer, Inc.
NEW
Shares150
Change+150
Value$13.9K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.9K (+$711)
Filed 2026-10-27
Nemes Rush Group LLC
NEW
Shares149
Change+149
Value$13.8K
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$13.4K (+$687)
Filed 2026-10-22
Advocate Investing Services LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$12.3K (+$630)
Filed 2026-10-26
Central Pacific Bank - Trust Division
DECREASED
Shares115 from 135
Change-20 (-15%)
Value$10.7K (-$1.2K)
Filed 2026-10-06
Evermay Wealth Management LLC
NEW
Shares100
Change+100
Value$9.3K
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares100
Change+100
Value$9.3K
Filed 2026-10-27
Kroeger Financial Partners
INCREASED
Shares100 from 85
Change+15 (+18%)
Value$9.3K (+$1.8K)
Filed 2026-10-19
Fairway Wealth LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$8.4K (+$434)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.4K (+$379)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares78 from 90
Change-12 (-13%)
Value$7.2K (-$685)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.5K (+$332)
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6.5K (+$340)
Filed 2026-10-27
Strategic Advocates LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.6K (+$284)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.6K (+$290)
Filed 2026-11-05
Proathlete Wealth Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.1K (+$265)
Filed 2026-10-15
Nvwm, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.2K (+$213)
Filed 2026-10-14
Planning Strategies Inc.
NEW
Shares35
Change+35
Value$3.2K
Filed 2026-10-02
Sawyer & Company, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.3K (+$169)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (+$143)
Filed 2026-11-05
Decker Retirement Planning Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.8K (+$143)
Filed 2026-10-19
High Note Wealth, LLC
NEW
Shares27
Change+27
Value$2.5K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares25
Change+25
Value$2.3K
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
NEW
Shares23
Change+23
Value$2.1K
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares15
Change+15
Value$1.4K
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares11
Change+11
Value$1.0K
Filed 2026-10-27
Wealth Analytics Partners, LLC
NEW
Shares5
Change+5
Value$463
Filed 2026-10-19
McMill Wealth Management
CLOSED
Shares0 from 14,112
Change-14,112 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,957
Change-8,957 (-100%)
Value$0 (-$787.5K)
Filed 2026-11-05
WBH Advisory Inc
CLOSED
Shares0 from 7,134
Change-7,134 (-100%)
Value$0 (-$627.2K)
Filed 2026-11-05
SteelPeak Wealth, LLC
CLOSED
Shares0 from 5,202
Change-5,202 (-100%)
Value$0 (-$457.3K)
Filed 2026-10-16
Palisade Asset Management, LLC
CLOSED
Shares0 from 4,300
Change-4,300 (-100%)
Value$0 (-$378.0K)
Filed 2026-11-03
Vontobel Holding Ltd.
CLOSED
Shares0 from 4,285
Change-4,285 (-100%)
Value$0 (-$376.7K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 4,184
Change-4,184 (-100%)
Value$0 (-$367.8K)
Filed 2026-10-22
Eclectic Associates Inc
CLOSED
Shares0 from 3,314
Change-3,314 (-100%)
Value$0 (-$291.2K)
Filed 2026-10-09
Evergreen Capital Management LLC
CLOSED
Shares0 from 3,045
Change-3,045 (-100%)
Value$0 (-$267.7K)
Filed 2026-10-23
Moneywise, Inc.
CLOSED
Shares0 from 3,021
Change-3,021 (-100%)
Value$0 (-$265.6K)
Filed 2026-10-30
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,562
Change-2,562 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-19
Maple Capital Management, Inc.
CLOSED
Shares0 from 2,515
Change-2,515 (-100%)
Value$0 (-$221.1K)
Filed 2026-11-02
Strategic Equity Management
CLOSED
Shares0 from 2,465
Change-2,465 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-04
Narus Financial Partners, LLC
CLOSED
Shares0 from 2,302
Change-2,302 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,135
Change-2,135 (-100%)
Value$0 (-$187.7K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,595
Change-1,595 (-100%)
Value$0 (-$140.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$86.6K)
Filed 2026-10-15
First Community Trust NA
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$76.9K)
Filed 2026-10-07
Brooklyn FI, LLC
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$74.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 788
Change-788 (-100%)
Value$0 (-$68.7K)
Filed 2026-10-16
Montgomery Financial Services LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$36.0K)
Filed 2026-11-03
Go Invest LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-09
Clean Yield Group
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-28
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$107)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$80.8K)
Filed 2026-11-06
Evolution Wealth Management Inc.
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-23
Quaker Wealth Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-22
Tsfg, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2)
Filed 2026-10-23
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$879)
Filed 2026-10-22
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 13,160,627
Change-13,160,627 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,051,265
Change-10,051,265 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,148,612
Change-5,148,612 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,197,480
Change-4,197,480 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,885,314
Change-3,885,314 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,554,068
Change-3,554,068 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,270,904
Change-3,270,904 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,984,072
Change-2,984,072 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,221,716
Change-2,221,716 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,127,331
Change-2,127,331 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,476,022
Change-1,476,022 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,221,378
Change-1,221,378 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,193,303
Change-1,193,303 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,127,973
Change-1,127,973 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 998,155
Change-998,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 973,489
Change-973,489 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 938,049
Change-938,049 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 912,807
Change-912,807 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 889,770
Change-889,770 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 872,496
Change-872,496 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 756,909
Change-756,909 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 621,914
Change-621,914 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 621,047
Change-621,047 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 554,130
Change-554,130 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 515,749
Change-515,749 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 505,515
Change-505,515 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 486,456
Change-486,456 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 469,236
Change-469,236 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 411,595
Change-411,595 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 409,912
Change-409,912 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 407,245
Change-407,245 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 391,052
Change-391,052 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 343,729
Change-343,729 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 343,479
Change-343,479 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 341,174
Change-341,174 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 316,007
Change-316,007 (-100%)
Value—
&partners
N/A
Shares— from 312,826
Change-312,826 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 311,650
Change-311,650 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 286,950
Change-286,950 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 269,582
Change-269,582 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 265,885
Change-265,885 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 258,150
Change-258,150 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 250,832
Change-250,832 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 245,744
Change-245,744 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 239,584
Change-239,584 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 237,816
Change-237,816 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 228,065
Change-228,065 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 216,008
Change-216,008 (-100%)
Value—
FMR LLC
N/A
Shares— from 210,114
Change-210,114 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 201,280
Change-201,280 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 200,492
Change-200,492 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 197,038
Change-197,038 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 192,356
Change-192,356 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 189,435
Change-189,435 (-100%)
Value—
Stephens Inc
N/A
Shares— from 188,074
Change-188,074 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 187,887
Change-187,887 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 186,602
Change-186,602 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 184,532
Change-184,532 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 182,057
Change-182,057 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 159,458
Change-159,458 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 156,140
Change-156,140 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 153,239
Change-153,239 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 135,250
Change-135,250 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 133,753
Change-133,753 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 132,912
Change-132,912 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 132,415
Change-132,415 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 130,172
Change-130,172 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 130,079
Change-130,079 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 129,188
Change-129,188 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 127,559
Change-127,559 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 126,108
Change-126,108 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 121,873
Change-121,873 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 113,265
Change-113,265 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 112,667
Change-112,667 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 106,853
Change-106,853 (-100%)
Value—
Blair William & Co
N/A
Shares— from 106,666
Change-106,666 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 102,073
Change-102,073 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 98,378
Change-98,378 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 97,765
Change-97,765 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 91,153
Change-91,153 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 90,063
Change-90,063 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 90,009
Change-90,009 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 88,161
Change-88,161 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 81,696
Change-81,696 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 79,740
Change-79,740 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 79,150
Change-79,150 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 76,663
Change-76,663 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 75,983
Change-75,983 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 72,332
Change-72,332 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 72,122
Change-72,122 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 68,880
Change-68,880 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 68,399
Change-68,399 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 67,235
Change-67,235 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 66,353
Change-66,353 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 64,922
Change-64,922 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 64,100
Change-64,100 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 59,920
Change-59,920 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 58,685
Change-58,685 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 57,170
Change-57,170 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 57,140
Change-57,140 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 57,057
Change-57,057 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 55,667
Change-55,667 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 55,020
Change-55,020 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 53,419
Change-53,419 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 53,319
Change-53,319 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,423
Change-51,423 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 50,516
Change-50,516 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 50,488
Change-50,488 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 49,277
Change-49,277 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 48,985
Change-48,985 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 47,763
Change-47,763 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 47,512
Change-47,512 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 47,394
Change-47,394 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 45,833
Change-45,833 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 45,492
Change-45,492 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 43,269
Change-43,269 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 43,180
Change-43,180 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 42,535
Change-42,535 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 41,720
Change-41,720 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 40,715
Change-40,715 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 40,149
Change-40,149 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 39,526
Change-39,526 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 39,415
Change-39,415 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 37,925
Change-37,925 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,726
Change-36,726 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 36,121
Change-36,121 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 35,982
Change-35,982 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 34,524
Change-34,524 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 34,221
Change-34,221 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,016
Change-34,016 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 33,571
Change-33,571 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 33,323
Change-33,323 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 32,504
Change-32,504 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 32,345
Change-32,345 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 31,982
Change-31,982 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 31,891
Change-31,891 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 31,451
Change-31,451 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 30,774
Change-30,774 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 30,442
Change-30,442 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 30,025
Change-30,025 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 29,843
Change-29,843 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 28,711
Change-28,711 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28,589
Change-28,589 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 28,193
Change-28,193 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 27,841
Change-27,841 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 27,599
Change-27,599 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 27,553
Change-27,553 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 26,932
Change-26,932 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 26,437
Change-26,437 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 25,885
Change-25,885 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 25,426
Change-25,426 (-100%)
Value—
Summitry LLC
N/A
Shares— from 25,302
Change-25,302 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,776
Change-23,776 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 23,713
Change-23,713 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 23,330
Change-23,330 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,265
Change-23,265 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 23,212
Change-23,212 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,891
Change-22,891 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 21,994
Change-21,994 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 21,108
Change-21,108 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 20,898
Change-20,898 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 20,608
Change-20,608 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 20,492
Change-20,492 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 20,373
Change-20,373 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,081
Change-20,081 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 19,600
Change-19,600 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 19,462
Change-19,462 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,365
Change-19,365 (-100%)
Value—
American Trust
N/A
Shares— from 19,143
Change-19,143 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,794
Change-18,794 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 18,747
Change-18,747 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,528
Change-18,528 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 18,505
Change-18,505 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 18,433
Change-18,433 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 17,988
Change-17,988 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 16,919
Change-16,919 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,899
Change-15,899 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15,850
Change-15,850 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 15,714
Change-15,714 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,687
Change-15,687 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,873
Change-14,873 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 14,515
Change-14,515 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,375
Change-14,375 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,122
Change-14,122 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,903
Change-13,903 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 13,870
Change-13,870 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,891
Change-12,891 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,670
Change-12,670 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 12,341
Change-12,341 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 12,091
Change-12,091 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,749
Change-11,749 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 9,787
Change-9,787 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 9,365
Change-9,365 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 8,249
Change-8,249 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,292
Change-7,292 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Toews Corp
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,902
Change-4,902 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
EFG International AG
N/A
Shares— from 600
Change-600 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 516
Change-516 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 483
Change-483 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 400
Change-400 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 284
Change-284 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 250
Change-250 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 149
Change-149 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 130
Change-130 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Assetmark, Inc
INCREASED43,707,78042,386,669+1,321,111+3%$3.7B$4.0B+$323.3M2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED17,703,86718,830,638-1,126,771-6%$1.7B$1.6B-$15.1M2026-10-27
LPL Financial LLC
INCREASED5,910,0235,833,591+76,432+1%$512.8M$547.6M+$34.7M2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED4,295,0854,295,08500%$377.6M$397.9M+$20.4M2026-10-26
Merit Financial Group, LLC
INCREASED4,154,1343,641,887+512,247+14%$320.2M$384.9M+$64.7M2026-11-06
Angeles Wealth Management, LLC
INCREASED2,912,9142,869,561+43,353+2%$252.3M$269.9M+$17.6M2026-10-26
PNC Financial Services Group, Inc.
INCREASED2,603,8152,600,466+3,349+0%$228.6M$241.2M+$12.6M2026-11-06
Howard Capital Management, LLC
UNCHANGED2,273,5202,273,52000%$199.9M$210.6M+$10.8M2026-10-16
Petredis Investment Advisors LLC
INCREASED1,372,7141,371,662+1,052+0%$120.6M$127.2M+$6.6M2026-10-20
Falcon Wealth Planning
INCREASED1,259,6761,198,494+61,182+5%$105.4M$116.7M+$11.3M2026-11-06
Portfolio Strategies, Inc.
DECREASED1,161,6971,176,248-14,551-1%$103.4M$107.6M+$4.2M2026-11-06
Black Diamond Financial, LLC
INCREASED1,134,8871,096,819+38,068+3%$96.4M$105.1M+$8.7M2026-10-26
Bernardo Wealth Planning LLC
INCREASED943,470490,460+453,010+92%$43.1M$87.4M+$44.3M2026-10-23
Praetorian Wealth Management, Inc.
INCREASED869,836855,232+14,604+2%$75.2M$80.6M+$5.4M2026-10-16
Leelyn Smith, LLC
INCREASED818,471793,605+24,866+3%$69.8M$75.8M+$6.1M2026-11-03
Gratus Wealth Advisors, LLC
DECREASED815,359817,879-2,5200%$71.9M$75.5M+$3.6M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED651,272484,483+166,789+34%$42.5M$60.8M+$18.2M2026-10-13
Creative Planning
DECREASED644,899652,778-7,879-1%$57.4M$59.7M+$2.4M2026-11-02
Commonwealth Equity Services, LLC
DECREASED609,269922,894-313,625-34%$81.1M$56.4M-$24.7M2026-11-02
Hengehold Capital Management LLC
INCREASED606,266602,809+3,457+1%$53.0M$56.2M+$3.2M2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED548,112557,807-9,695-2%$49.0M$50.8K-$49.0M2026-11-02
Creative Financial Designs Inc
INCREASED494,353279,673+214,680+77%$24.6M$45.8M+$21.2M2026-11-04
Lido Advisors, LLC
DECREASED478,442499,842-21,400-4%$43.9M$44.3M+$386.5K2026-11-04
Prospera Financial Services Inc
INCREASED473,588336,415+137,173+41%$29.6M$41.1M+$11.6M2026-11-04
FC Advisory LLC
INCREASED465,370459,040+6,330+1%$40.4M$43.1M+$2.8M2026-10-05
Means Investment Co., Inc.
DECREASED452,661470,858-18,197-4%$41.4M$41.9M+$545.9K2026-11-03
Beacon Capital Management, LLC
DECREASED446,324530,802-84,478-16%$46.7M$41.4M-$5.3M2026-10-23
ETF Portfolio Partners, Inc.
DECREASED439,235440,043-8080%$38.7M$40.7M+$2.0M2026-10-22
HB Wealth Management, LLC
DECREASED378,797379,143-3460%$33.3M$35.1M+$1.8M2026-10-23
Alps Advisors Inc
DECREASED370,265381,300-11,035-3%$33.5M$34.3M+$785.0K2026-11-03
Kestra Advisory Services, LLC
INCREASED367,820307,853+59,967+19%$27.1M$34.1M+$7.0M2026-11-02
CX Institutional
INCREASED357,048344,313+12,735+4%$30.3K$33.1K+$2.8K2026-10-02
Facet Wealth, Inc.
DECREASED349,8761,844,907-1,495,031-81%$162.2M$32.4M-$129.8M2026-11-04
Erickson Financial Group, LLC
INCREASED321,167320,460+707+0%$28.2M$29.8M+$1.6M2026-11-05
US Bancorp \de\
INCREASED309,813207,977+101,836+49%$18.3M$28.7M+$10.4M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED296,417284,728+11,689+4%$25.0M$27.5M+$2.4M2026-10-27
D.A. Davidson & Co.
DECREASED290,949302,209-11,260-4%$26.6M$27.0M+$389.2K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED281,290276,640+4,650+2%$24.3M$26.1M+$1.8M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED277,945236,260+41,685+18%$20.8M$25.8M+$5.0M2026-10-16
Zeit Capital LLC
DECREASED275,582278,413-2,831-1%$24.5M$25.5M+$1.1M2026-10-19
Savant Capital, LLC
DECREASED272,126294,234-22,108-8%$39.5M$25.2M-$14.3M2026-11-06
Wheelhouse Advisory Group LLC
INCREASED267,867254,581+13,286+5%$22.4M$24.8M+$2.4M2026-10-20
Salem Investment Counselors Inc
DECREASED266,935269,167-2,232-1%$23.7M$24.7M+$1.1M2026-10-13
Avior Wealth Management, LLC
DECREASED264,155267,463-3,308-1%$23.5M$24.5M+$961.4K2026-10-13
Northeast Investment Management
INCREASED240,532237,090+3,442+1%$20.8M$22.3M+$1.4M2026-10-30
Fifth Third Bancorp
DECREASED227,174228,910-1,736-1%$20.1M$21.0M+$924.2K2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED214,550224,090-9,540-4%$19.7M$19.9M+$178.3K2026-11-02
Randall & Associates Wealth Management
DECREASED213,447217,296-3,849-2%$19.1M$19.8M+$673.4K2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED207,825215,599-7,774-4%$19.0M$19.3M+$301.6K2026-11-04
NWF Advisory Services Inc.
INCREASED206,302205,879+423+0%$18.1M$19.1M+$1.0M2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED203,044206,887-3,843-2%$18.2M$18.8M+$624.7K2026-11-03
R2 Capital Strategies, LLC
INCREASED180,502174,485+6,017+3%$15.3M$16.7M+$1.4M2026-10-15
Focused Wealth Management, Inc
DECREASED169,720170,372-6520%$15.0M$15.7M+$747.2K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED167,776160,865+6,911+4%$14.1M$15.5M+$1.4M2026-11-05
Pacific Center for Financial Services
DECREASED166,523168,086-1,563-1%$14.8M$15.4M+$651.9K2026-10-15
Titleist Asset Management, LLC
INCREASED162,0993,384+158,715+4690%$297.5K$15.0M+$14.7M2026-10-08
Sherman Wealth Management LLC
DECREASED155,821159,743-3,922-2%$14.0M$14.4M+$393.8K2026-10-16
Independent Financial Group, LLC
INCREASED152,427148,916+3,511+2%$13.1M$14.1M+$1.0M2026-10-13
Bank of New York Mellon Corp
DECREASED152,325154,140-1,815-1%$13.6M$14.1M+$562.5K2026-11-05
Retirement Financial Solutions, LLC
NEW151,947—+151,947——$14.1M—2026-10-20
Pennsylvania Capital Management Inc
DECREASED150,984152,625-1,641-1%$13.4M$14.0M+$571.4K2026-11-05
Investment Insight Wealth Management, LLC
INCREASED150,500145,446+5,054+3%$12.8M$13.9M+$1.2M2026-10-30
Park Avenue Securities LLC
INCREASED149,654142,411+7,243+5%$12.5M$13.9K-$12.5M2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED149,623145,553+4,070+3%$12.8M$13.9M+$1.1M2026-11-04
Allstreet Capital Advisors LLC
DECREASED149,422152,150-2,728-2%$13.4M$13.8M+$468.4K2026-11-04
Cedar Point Capital Partners, LLC
DECREASED145,822147,385-1,563-1%$13.0M$13.5M+$553.8K2026-10-29
Clarus Wealth Advisors
INCREASED141,430135,598+5,832+4%$11.9M$13.4M+$1.5M2026-10-13
Quadcap Wealth Management, LLC
INCREASED138,374130,737+7,637+6%$11.5M$12.8M+$1.3M2026-11-02
Philadelphia Trust Co
DECREASED137,500152,500-15,000-10%$13.4M$12.7K-$13.4M2026-11-05
Truist Financial Corp
DECREASED134,351135,681-1,330-1%$11.9M$12.4M+$519.9K2026-10-30
Capital Planning LLC
DECREASED133,708133,729-210%$11.8M$12.4M+$631.9K2026-10-09
Stone Wealth Partners
INCREASED125,60461,221+64,383+105%$5.4M$11.6M+$6.2M2026-11-05
Apollon Financial, LLC
DECREASED120,856124,191-3,335-3%$10.9M$11.2M+$279.7K2026-10-23
Cypress Wealth Services, LLC
DECREASED116,444117,719-1,275-1%$10.3M$11.1M+$726.3K2026-10-21
TFB Advisors LLC
INCREASED114,974111,706+3,268+3%$9.8M$10.7M+$832.3K2026-11-02
Waystone Advisors LLC
DECREASED114,089114,718-629-1%$10.1M$10.0M-$55.3K2026-10-16
Thrivent Financial for Lutherans
INCREASED113,59814,944+98,654+660%$1.3M$10.5K-$1.3M2026-11-05
Baring Financial LLC
INCREASED112,672110,432+2,240+2%$9.7M$10.4M+$731.0K2026-10-07
Valen Private Capital, LLC
NEW111,861—+111,861——$10.4M—2026-10-23
rebel Financial LLC
NEW109,460—+109,460——$10.1M—2026-11-04
Coquina Private Wealth LLC
INCREASED109,259108,719+540+1%$9.6M$10.1M+$565.3K2026-10-27
Elevation Capital Advisory, LLC
INCREASED106,72626,668+80,058+300%$2.3M$9.9M+$7.5M2026-10-29
Valicenti Advisory Services Inc
INCREASED106,287105,515+772+1%$9.3K$9.8K+$5712026-10-23
Encompass Wealth Advisors, LLC
INCREASED105,87252,836+53,036+100%$4.6M$9.8M+$5.2M2026-10-15
Royal Fund Management, LLC
INCREASED105,492104,959+533+1%$9.2M$9.8M+$547.0K2026-10-22
Gladwyn Financial Advisors, Inc.
DECREASED104,735106,628-1,893-2%$9.4M$9.7M+$330.1K2026-10-05
Choreo, LLC
INCREASED102,921101,916+1,005+1%$9.0M$9.5M+$577.0K2026-10-28
McClarren Financial Advisors, Inc.
DECREASED102,617106,151-3,534-3%$9.3M$9.5M+$175.8K2026-10-15
Accredited Investors Inc.
DECREASED98,56099,742-1,182-1%$8.8M$9.1M+$363.3K2026-11-03
Joel Isaacson & Co., LLC
DECREASED96,09097,546-1,456-1%$8.6M$8.9M+$327.5K2026-11-05
Center For Asset Management LLC
DECREASED94,28899,507-5,219-5%$8.7M$8.7M-$12.0K2026-10-16
Plan Group Financial, LLC
INCREASED91,61786,279+5,338+6%$7.6M$8.3M+$736.8K2026-10-22
Milestone Asset Management Group, LLC
INCREASED90,51775,231+15,286+20%$6.6M$8.4M+$1.8M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED84,30195,137-10,836-11%$8.4M$7.8M-$553.0K2026-11-06
HUB Investment Partners, LLC
DECREASED84,01485,094-1,080-1%$7.5M$7.8M+$303.2K2026-11-03
Brookstone Capital Management
INCREASED83,66782,740+927+1%$7.3M$7.8M+$478.1K2026-10-22
Davenport & Co LLC
INCREASED82,07559,090+22,985+39%$5.2M$7.6M+$2.4M2026-10-14
Atria Investments, Inc
INCREASED82,04272,109+9,933+14%$6.3M$7.6M+$1.3M2026-10-15
American Financial & TAX Strategies Inc
DECREASED80,59784,573-3,976-5%$7.4M$7.5M+$32.5K2026-10-16
Sigma Planning Corp
INCREASED79,11466,718+12,396+19%$5.9M$7.3M+$1.5M2026-10-23
Richard P Slaughter Associates Inc
DECREASED78,26386,422-8,159-9%$7.6M$7.3M-$346.3K2026-10-13
Compass Financial Management LLC
INCREASED77,57724,295+53,282+219%$2.2M$7.2M+$5.0M2026-10-30
Sicart Associates LLC
DECREASED75,53078,205-2,675-3%$6.9M$6.8M-$77.3K2026-10-29
Daymark Wealth Partners, LLC
INCREASED72,27769,144+3,133+5%$6.1M$6.7M+$618.0K2026-11-04
Farther Finance Advisors, LLC
DECREASED71,40573,108-1,703-2%$6.4M$6.6M+$188.8K2026-10-08
Citigroup Inc
DECREASED69,373104,915-35,542-34%$9.2M$6.4M-$2.8M2026-11-04
Mayfair Advisory Group, LLC
INCREASED68,86365,066+3,797+6%$5.5M$6.4M+$861.9K2026-10-20
Sound Income Strategies, LLC
INCREASED68,07462,507+5,567+9%$5.5M$6.4M+$885.6K2026-10-09
Junk Investment Group, LLC
INCREASED67,04463,622+3,422+5%$5.6M$6.2M+$618.6K2026-10-19
Hoffman, Alan N Investment Management
DECREASED65,78667,302-1,516-2%$5.9M$6.1M+$178.6K2026-10-28
MGO One Seven LLC
DECREASED65,29781,104-15,807-19%$7.1M$6.0M-$1.1M2026-10-28
Tactive Advisors, LLC
DECREASED64,14064,540-400-1%$5.7M$5.9M+$268.9K2026-10-08
Fiduciary Alliance LLC
DECREASED63,66865,427-1,759-3%$5.8M$5.9M+$147.2K2026-10-13
AlphaCore Capital LLC
DECREASED62,77291,038-28,266-31%$8.0M$5.8M-$2.2M2026-11-04
Flagship Private Wealth, LLC
DECREASED61,60363,846-2,243-4%$5.6M$5.7M+$94.9K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED61,35263,761-2,409-4%$5.6M$5.7M+$79.1K2026-10-08
Accurate Wealth Management, LLC
INCREASED59,89855,088+4,810+9%$4.9M$5.6M+$735.7K2026-10-20
Parallel Advisors, LLC
INCREASED59,59018,270+41,320+226%$1.6M$5.5M+$3.9M2026-11-03
Ifrah Financial Services, Inc.
DECREASED58,59660,379-1,783-3%$5.3M$5.4M+$121.0K2026-10-13
Spire Wealth Management
DECREASED58,56261,208-2,646-4%$5.4M$5.4M+$45.0K2026-10-30
Silverlake Wealth Management LLC
DECREASED55,03056,857-1,827-3%$5.0M$5.1M+$100.2K2026-10-21
Breakwater Capital Group
INCREASED54,84053,888+952+2%$4.7M$5.1M+$343.6K2026-10-09
Northbridge Financial Group, LLC
INCREASED54,48951,890+2,599+5%$4.6M$5.2M+$620.8K2026-11-05
Breakwater Investment Management
DECREASED54,33958,624-4,285-7%$5.2M$5.0M-$119.1K2026-10-20
Colorado Capital Management, Inc.
INCREASED51,88151,015+866+2%$4.5K$4.8K+$3222026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED51,74452,892-1,148-2%$4.6M$4.8M+$144.3K2026-10-14
Mather Group, Llc.
DECREASED51,28057,003-5,723-10%$5.0M$4.8M-$260.0K2026-10-14
Fisher Asset Management, LLC
INCREASED51,08840,320+10,768+27%$3.5M$4.7M+$1.2M2026-11-06
Integrity Alliance, Llc.
DECREASED51,04358,993-7,950-13%$5.2M$4.7M-$457.0K2026-10-29
Accretive Wealth Partners, LLC
DECREASED50,31550,322-70%$4.4M$4.7M+$237.9K2026-11-06
Pinnacle Bancorp, Inc.
DECREASED50,13251,483-1,351-3%$4.5M$4.6M+$118.9K2026-10-21
WIN Advisors, Inc
NEW48,600—+48,600——$4.5M—2026-11-06
Pathway Financial Advisers, LLC
INCREASED48,09346,004+2,089+5%$4.0M$4.5M+$411.6K2026-10-27
CDM Financial Counseling Services, Inc.
INCREASED47,61547,114+501+1%$4.1M$4.4M+$269.7K2026-10-15
TD Private Client Wealth LLC
DECREASED46,53547,458-923-2%$4.2M$4.3M+$139.4K2026-10-28
Mission Wealth Management, LP
DECREASED46,14449,367-3,223-7%$4.3M$4.3M-$64.7K2026-10-15
High Net Worth Advisory Group LLC
INCREASED46,09345,447+646+1%$4.0M$4.3M+$275.3K2026-10-26
1900 Wealth Management LLC
INCREASED44,75944,757+20%$3.9M$4.1M+$212.4K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED43,68132,920+10,761+33%$2.9M$4.0M+$1.2M2026-10-21
Pillar Financial Advisors, LLC
DECREASED43,66843,793-1250%$3.8M$4.0M+$196.0K2026-10-21
Fifth Third Securities, Inc.
DECREASED43,64749,476-5,829-12%$4.3M$4.0M-$305.5K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED43,49143,604-1130%$3.8M$4.0M+$196.2K2026-11-04
Eagle Wealth Advisors LLC
DECREASED43,31543,415-1000%$3.8M$4.0M+$196.5K2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW42,674—+42,674——$4.0M—2026-10-27
Synergy Asset Management, LLC
NEW42,461—+42,461——$3.9M—2026-11-05
CoreCap Advisors, LLC
INCREASED41,10840,353+755+2%$3.5M$3.8M+$261.2K2026-10-08
Sharkey, Howes & Javer
DECREASED40,75847,449-6,691-14%$4.2M$3.8M-$395.0K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED39,83639,473+363+1%$3.5M$3.7M+$220.7K2026-10-23
Valmark Advisers, Inc.
DECREASED39,62539,664-390%$3.5M$3.7M+$184.4K2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED39,04436,560+2,484+7%$3.2M$3.6M+$403.5K2026-10-20
Sowell Financial Services LLC
INCREASED38,85338,445+408+1%$3.4M$3.6M+$220.0K2026-10-23
First Citizens Bank & Trust Co
INCREASED37,77030,915+6,855+22%$2.7M$3.5M+$781.7K2026-10-14
Sendero Wealth Management, LLC
UNCHANGED37,48337,48300%$3.3M$3.5M+$177.7K2026-10-14
Eagle Strategies LLC
INCREASED37,03335,697+1,336+4%$3.1M$3.4M+$293.0K2026-10-16
Fortune 45 LLC
INCREASED36,64236,611+31+0%$3.2M$3.4M+$176.3K2026-10-14
First Heartland Consultants, Inc.
INCREASED36,63033,987+2,643+8%$3.0M$3.4M+$406.0K2026-10-08
Merited Wealth, LLC
DECREASED35,65135,935-284-1%$3.2M$3.3M+$144.0K2026-10-13
Beaumont Asset Management, L.L.C.
DECREASED35,23935,335-960%$3.1M$3.3M+$158.6K2026-10-16
RMG Wealth Management LLC
DECREASED34,53540,336-5,801-14%$3.5M$3.1M-$397.3K2026-10-26
Basso Capital Management, L.P.
DECREASED34,23837,073-2,835-8%$3.3M$3.2M-$86.9K2026-10-30
Allworth Financial LP
INCREASED33,99833,638+360+1%$3.0M$3.0M+$31.6K2026-11-06
Apollon Wealth Management, LLC
INCREASED33,69513,660+20,035+147%$1.2M$3.1M+$1.9M2026-10-23
WealthTrust Asset Management, LLC
INCREASED33,69220,136+13,556+67%$1.8M$3.1M+$1.4M2026-10-22
Money Concepts Capital Corp
DECREASED32,48835,290-2,802-8%$3.1M$3.0M-$92.3K2026-11-06
Bright Futures Wealth Management, Llc.
DECREASED32,33932,344-50%$2.8M$3.0M+$152.8K2026-10-23
Plancorp, LLC
INCREASED32,04131,910+131+0%$2.8M$2.8M-$15.5K2026-11-03
Keybank National Association
INCREASED31,40528,658+2,747+10%$2.5M$2.9M+$390.3K2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED31,1235,128+25,995+507%$450.8K$2.9M+$2.4M2026-10-16
Capstone Wealth Management Group, LLC
DECREASED31,093190,425-159,332-84%$16.7M$12.5M-$4.2M2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED31,05430,842+212+1%$2.7M$2.9M+$165.8K2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED29,89829,89800%$2.6M$2.8M+$141.7K2026-11-05
Blue Trust, Inc.
INCREASED29,29424,695+4,599+19%$2.2M$2.7M+$543.2K2026-10-15
Finward Bancorp
DECREASED28,45131,846-3,395-11%$2.8M$2.6M-$163.6K2026-10-14
PFG Advisors
INCREASED28,37625,098+3,278+13%$2.2M$2.6M+$422.7K2026-10-16
Cherry Creek Investment Advisors, Inc.
DECREASED27,97228,452-480-2%$2.5M$2.6M+$90.4K2026-10-14
Lazari Capital Management, Inc.
DECREASED27,95029,084-1,134-4%$2.6M$2.6M+$32.8K2026-10-20
Vise Technologies, Inc.
INCREASED27,89320,542+7,351+36%$1.8M$2.6M+$778.4K2026-10-29
Ascent Group, LLC
DECREASED27,70929,441-1,732-6%$2.6M$2.6M-$20.9K2026-10-30
Independent Wealth Advisors LLC
DECREASED26,77926,881-1020%$2.4M$2.5M+$117.9K2026-10-27
Meridian Wealth Management, LLC
INCREASED26,57822,329+4,249+19%$2.0M$2.5M+$499.5K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED26,33526,842-507-2%$2.4M$2.4M+$80.2K2026-10-14
Anderson Hoagland & Co
NEW26,199—+26,199——$2.3M—2026-10-23
Bucket List Wealth Management, LLC
DECREASED25,75325,945-192-1%$2.3M$2.4M+$105.2K2026-10-22
Gilliland Jeter Wealth Management LLC
INCREASED25,53625,515+21+0%$2.2M$2.4M+$122.9K2026-10-28
Diversify Advisory Services, LLC
INCREASED24,22616,884+7,342+43%$1.4M$2.2M+$802.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,22616,884+7,342+43%$1.4M$2.2M+$802.9K2026-10-20
Catalyst Financial Partners LLC
INCREASED23,9839,475+14,508+153%$832.9K$2.2M+$1.4M2026-11-06
IFP Advisors, Inc
INCREASED23,18623,041+145+1%$2.0M$2.1M+$122.6K2026-10-16
Old National Bancorp
UNCHANGED22,77522,77500%$2.0M$2.1M+$108.0K2026-10-20
StoneX Group Inc.
INCREASED22,65022,129+521+2%$1.9M$2.1M+$152.0K2026-11-03
Willner & Heller, LLC
DECREASED22,36322,816-453-2%$2.0M$2.1M+$66.3K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED22,36120,882+1,479+7%$1.8M$2.1M+$236.1K2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED22,20221,647+555+3%$1.9M$2.1M+$154.0K2026-10-13
Optivise Advisory Services LLC
INCREASED22,1399,260+12,879+139%$814.0K$2.1M+$1.2M2026-10-19
Crescent Grove Advisors, LLC
UNCHANGED21,92221,92200%$1.9M$2.0M+$103.9K2026-10-21
New Wave Wealth Advisors LLC
INCREASED21,52816,704+4,824+29%$1.5M$2.0M+$559.3K2026-10-19
Landaas & Co
INCREASED21,51217,386+4,126+24%$1.5M$2.0M+$464.6K2026-10-29
Bestgate Wealth Advisors, LLC
INCREASED20,7859,855+10,930+111%$866.4K$1.9M+$1.1M2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED19,93020,500-570-3%$1.8M$1.8M+$44.4K2026-10-23
Sovran Advisors, LLC
INCREASED19,92319,621+302+2%$1.7M$1.8M+$128.5K2026-11-02
Griffin Asset Management, Inc.
DECREASED19,76126,683-6,922-26%$2.3M$1.8M-$514.8K2026-10-22
TME Financial, Inc.
DECREASED19,58019,834-254-1%$1.7M$1.8M+$70.5K2026-10-14
Procyon Advisors, LLC
DECREASED19,56019,763-203-1%$1.7M$1.8M+$74.8K2026-10-21
Signal Advisors Wealth, LLC
INCREASED19,52414,848+4,676+31%$1.3M$1.8M+$503.6K2026-10-13
Richardson Financial Services Inc.
INCREASED19,47318,832+641+3%$1.7M$1.8M+$148.7K2026-10-30
Csenge Advisory Group
INCREASED19,16610,012+9,154+91%$880.2K$1.8M+$895.6K2026-11-04
Midwest Trust Co
DECREASED18,98919,000-110%$1.7M$1.8M+$89.0K2026-10-22
Dana Investment Advisors, Inc.
DECREASED18,98619,202-216-1%$1.7M$1.8M+$70.9K2026-11-06
Capital Investment Advisors, LLC
DECREASED18,96019,154-194-1%$1.7M$1.8M+$72.9K2026-10-22
Investment Planning Advisors, Inc.
DECREASED18,85218,882-300%$1.7M$1.7M+$86.7K2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
UNCHANGED18,44518,44500%$1.6M$1.7M+$87.4K2026-10-14
Crown Wealth Group, LLC
INCREASED18,26516,734+1,531+9%$1.5M$1.7M+$221.1K2026-10-19
Schear Investment Advisers, LLC
NEW18,242—+18,242——$1.7M—2026-10-14
Tempo Wealth, LLC
INCREASED18,24218,207+35+0%$1.6M$1.7M+$89.5K2026-10-14
LifePlan Financial, LLC
DECREASED17,93418,271-337-2%$1.6M$1.7M+$74.8K2026-10-13
Avestar Capital, LLC
DECREASED17,10017,953-853-5%$1.6M$1.6M+$6.1K2026-10-28
Worth Asset Management, LLC
INCREASED17,00516,068+937+6%$1.4M$1.6M+$163.0K2026-10-07
Perryman Financial Advisory Inc
DECREASED16,94917,142-193-1%$1.5M$1.6M+$63.4K2026-10-16
First Horizon Corp
UNCHANGED16,91016,91000%$1.5M$1.6M+$80.2K2026-10-26
Axxcess Wealth Management, LLC
DECREASED16,881163,277-146,396-90%$14.4M$1.6M-$12.8M2026-10-21
Jacobi Capital Management LLC
DECREASED16,81817,150-332-2%$1.5M$1.6M+$50.5K2026-11-05
Adirondack Capital Advisors, LLC
INCREASED16,70516,355+350+2%$1.4M$1.5M+$110.0K2026-10-09
LifeSteps Financial, Inc.
DECREASED16,50516,739-234-1%$1.5M$1.5M+$57.6K2026-10-15
Kassira Wealth Management LLC
UNCHANGED16,25016,25000%$1.4M$1.5M+$77.0K2026-10-28
Insight Advisors, LLC/ PA
DECREASED15,73616,295-559-3%$1.4M$1.5M+$25.5K2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED15,54015,54000%$1.4M$1.4M+$73.7K2026-10-30
Clearwater Capital Advisors, LLC
DECREASED15,32515,525-200-1%$1.4M$1.4M+$55.1K2026-11-06
Brighton Jones LLC
INCREASED15,22815,217+11+0%$1.3M$1.4M+$73.1K2026-11-03
Echo Wealth Management, LLC
DECREASED15,12015,231-111-1%$1.3M$1.4M+$61.9K2026-10-15
City State Bank
INCREASED14,92614,700+226+2%$1.3M$1.4M+$90.6K2026-10-20
SAX Wealth Advisors, LLC
INCREASED14,903962+13,941+1449%$353.5K$1.4M+$1.0M2026-10-13
Detalus Advisors, LLC
UNCHANGED14,88814,88800%$1.3M$1.4M+$70.6K2026-10-15
Capital Squared Financial LLC
DECREASED14,77315,664-891-6%$1.4M$1.4M-$8.3K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED14,68120,886-6,205-30%$1.8M$1.4M-$475.9K2026-10-14
Client 1ST Advisory Group, LLC
UNCHANGED14,68014,68000%$1.3M$1.4M+$69.6K2026-10-19
SBK Financial, Inc.
UNCHANGED14,62514,62500%$1.3M$1.4M+$69.3K2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED14,55719,521-4,964-25%$1.7M$1.3M-$367.4K2026-10-16
Well Done, LLC
UNCHANGED14,49014,49000%$1.3M$1.3M+$68.7K2026-10-20
Angeles Investment Advisors, LLC
DECREASED14,487371,190-356,703-96%$32.6M$1.3M-$31.3M2026-10-22
Turtle Creek Wealth Advisors, LLC
UNCHANGED14,47014,47000%$1.3M$1.3M+$68.6K2026-10-15
Russell Investments Group, Ltd.
INCREASED14,45312,124+2,329+19%$1.1M$1.3M+$273.3K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED14,39212,119+2,273+19%$1.1M$1.3M+$265.8K2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED14,33714,441-104-1%$1.3M$1.3M+$58.8K2026-10-16
Key Capital Management, Inc
INCREASED14,13511,209+2,926+26%$985.4K$1.3M+$319.1K2026-11-03
Univest Financial Corp
DECREASED13,916195,558-181,642-93%$17.2M$1.3M-$15.9M2026-11-05
Retirement Guys Formula LLC
DECREASED13,85913,938-79-1%$1.2M$1.3M+$58.7K2026-10-26
Integrated Advisors Network LLC
DECREASED13,83815,977-2,139-13%$1.4M$1.3M-$122.5K2026-10-20
VestGen Advisors, LLC
INCREASED13,63912,776+863+7%$1.1M$1.3M+$140.5K2026-10-27
Simplicity Wealth,LLC
DECREASED13,61821,639-8,021-37%$1.9M$1.3M-$640.6K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED13,45514,080-625-4%$1.2M$1.2M+$8.9K2026-10-22
Lanark Financial, Inc.
INCREASED13,2291,450+11,779+812%$127.5K$1.2M+$1.1M2026-10-26
Heartwood Wealth Advisors LLC
INCREASED12,76012,390+370+3%$1.1M$1.2M+$93.0K2026-10-05
Pinion Investment Advisors, LLC
INCREASED12,75412,097+657+5%$1.1M$1.2M+$118.2K2026-11-04
Rossby Financial, LCC
INCREASED12,6517,195+5,456+76%$632.5K$1.2M+$539.6K2026-11-05
Ridgepath Capital Management LLC
UNCHANGED12,48012,48000%$1.1M$1.2M+$59.2K2026-10-29
Hardworking Capital Advisors, LLC
NEW12,469—+12,469——$1.2M—2026-10-20
Imc-Chicago, LLC
DECREASED12,46527,183-14,718-54%$2.4M$1.2M-$1.2M2026-11-05
Certuity, LLC
INCREASED12,44212,430+12+0%$1.1M$1.2M+$60.0K2026-11-02
Diversified Trust Co
UNCHANGED12,41012,41000%$1.1M$1.1M+$58.8K2026-11-06
Americana Partners, LLC
UNCHANGED12,33512,33500%$1.1M$1.1M+$58.5K2026-10-28
Boyce & Associates Wealth Consulting, Inc.
INCREASED12,26912,255+14+0%$1.1M$1.1M+$59.4K2026-10-14
Weaver Consulting Group
UNCHANGED12,20912,20900%$1.1M$1.1M+$57.9K2026-10-07
Private Wealth Group, LLC
UNCHANGED12,09012,09000%$1.1M$1.1M+$57.3K2026-10-19
Focus Financial Network, Inc.
INCREASED11,83610,951+885+8%$962.7K$1.1M+$133.9K2026-10-14
LongView Wealth Management
DECREASED11,70513,270-1,565-12%$1.2M$1.1M-$82.1K2026-10-19
Squire Investment Management Company, LLC
UNCHANGED11,62511,62500%$1.0M$1.1M+$55.1K2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED11,58512,708-1,123-9%$1.1M$1.1M-$43.9K2026-10-27
Central Trust Co
UNCHANGED11,54511,54500%$1.0M$1.1M+$54.7K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED11,34311,627-284-2%$1.0M$1.1M+$28.8K2026-10-29
RFG Advisory, LLC
DECREASED11,29413,912-2,618-19%$1.2M$1.0M-$176.5K2026-11-03
Gateway Investment Advisers LLC
NEW11,280—+11,280——$1.0M—2026-10-13
Flagship Harbor Advisors, LLC
INCREASED11,24710,670+577+5%$938.0K$1.0M+$104.0K2026-10-26
Wagner Wealth Management, LLC
INCREASED11,14910,982+167+2%$965.4K$1.0M+$67.5K2026-10-21
Hartline Investment Corp/
UNCHANGED11,12511,12500%$978.0K$1.0M+$52.7K2026-10-29
Rolek Wealth Management LLC
INCREASED11,10011,095+5+0%$975.4K$1.0M+$53.0K2026-10-21
Regions Financial Corp
INCREASED10,92610,789+137+1%$948.5K$1.0M+$63.8K2026-11-05
United Advisor Group, LLC
INCREASED10,8678,652+2,215+26%$760.6K$1.0M+$246.3K2026-11-03
Ethic Inc.
INCREASED10,7043,139+7,565+241%$275.9K$991.7K+$715.8K2026-11-03
Capital Investment Counsel, LLC
UNCHANGED10,56510,56500%$928.8K$978.9K+$50.1K2026-10-14
Ethos Capital Management, Inc.
DECREASED10,47011,793-1,323-11%$1.0M$970.0K-$66.7K2026-11-03
HBW Advisory Services LLC
INCREASED10,2529,455+797+8%$831.2K$949.8K+$118.6K2026-10-15
Parsons Capital Management Inc
DECREASED10,15510,405-250-2%$914.7K$940.9K+$26.2K2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW10,110—+10,110——$936.7K—2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED10,09914,064-3,965-28%$1.2M$935.7K-$300.7K2026-10-28
Financial Management Network Inc
UNCHANGED10,03310,03300%$871.1K$939.9K+$68.7K2026-10-09
McAdam, LLC
INCREASED9,9149,748+166+2%$856.9K$918.6K+$61.7K2026-10-21
Quadrant Private Wealth Management, LLC
NEW9,650—+9,650——$894.0K—2026-11-04
Private Trust Co NA
DECREASED9,6449,709-65-1%$853.5K$893.5K+$40.0K2026-10-20
Summit Investment Advisory Services, LLC
INCREASED9,6399,551+88+1%$839.7K$893.1K+$53.4K2026-11-03
Accel Wealth Management
DECREASED9,5509,890-340-3%$869.5K$884.8K+$15.3K2026-10-13
AA Financial Advisors, LLC
INCREASED9,5328,659+873+10%$761.2K$883.2K+$122.0K2026-10-19
FF Advisors,LLC
UNCHANGED9,5309,53000%$837.8K$883.0K+$45.2K2026-10-21
Beaumont Financial Advisors, LLC
INCREASED9,5019,499+2+0%$835.1K$880.3K+$45.2K2026-10-22
Latitude Advisors, LLC
INCREASED9,2068,705+501+6%$765.3K$852.9K+$87.6K2026-10-27
Balefire, LLC
INCREASED9,0999,040+59+1%$794.7K$843.0K+$48.3K2026-10-09
Acorn Financial Advisory Services Inc
DECREASED9,0229,023-10%$793.2K$836.0K+$42.8K2026-11-02
Wealth Management Nebraska
INCREASED8,9698,935+34+0%$785.5K$831.0K+$45.5K2026-10-26
Asempa Wealth Advisors
INCREASED8,8058,799+6+0%$773.5K$816.7K+$43.2K2026-10-07
Atwood & Palmer Inc
UNCHANGED8,7768,77600%$771.5K$813.1K+$41.6K2026-10-08
Zinnia Wealth Advisory, LLC
UNCHANGED8,7358,73500%$767.9K$809.3K+$41.4K2026-11-06
Cornerstone Wealth Group, LLC
INCREASED8,7288,693+35+0%$764.2K$808.6K+$44.4K2026-11-02
Independent Solutions Wealth Management, LLC
UNCHANGED8,6708,67000%$762.2K$803.3K+$41.1K2026-10-28
Buttonwood Financial Advisors Inc.
DECREASED8,6438,736-93-1%$768.0K$800.8K+$32.8K2026-10-13
Stonebridge Financial Planning Group, LLC
UNCHANGED8,5928,59200%$755.3K$796.0K+$40.7K2026-11-06
Rodgers & Associates, LTD
DECREASED8,5778,622-45-1%$758.0K$794.7K+$36.7K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED8,5049,240-736-8%$812.3K$787.9K-$24.4K2026-10-06
Bailard, Inc.
UNCHANGED8,5008,50000%$747.2K$787.5K+$40.3K2026-10-13
Guardian Capital, LLC
DECREASED8,4278,673-246-3%$762.5K$780.8K+$18.3K2026-11-06
Lakeshore Financial Planning, Inc.
UNCHANGED8,3888,38800%$737.4K$777.2K+$39.8K2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED8,3878,206+181+2%$721.4K$777.1K+$55.6K2026-10-19
Aspiriant, LLC
DECREASED8,32312,200-3,877-32%$1.1M$771.1K-$301.4K2026-10-16
First International Bank of Israel Ltd.
DECREASED8,30915,330-7,021-46%$1.3M$769.8K-$577.8K2026-11-04
DT Investment Partners, LLC
DECREASED8,300226,863-218,563-96%$19.9M$769.0K-$19.2M2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED8,1208,245-125-2%$724.8K$752.3K+$27.5K2026-10-13
SBI Securities Co., Ltd.
DECREASED8,0798,511-432-5%$748.2K$748.5K+$3172026-10-22
JGP Wealth Management, LLC
UNCHANGED7,9677,96700%$700.4K$738.2K+$37.8K2026-10-13
National Wealth Management Group, LLC
DECREASED7,9648,250-286-3%$725.3K$737.8K+$12.6K2026-10-26
Seven Hills Financial, LLC
NEW7,925—+7,925——$734.3K—2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED7,8507,85000%$690.1K$727.3K+$37.2K2026-10-15
Aurora Private Wealth, Inc.
DECREASED7,8108,134-324-4%$715.0K$724-$714.3K2026-10-20
Traphagen Investment Advisors LLC
INCREASED7,7747,772+2+0%$683.2K$720.2K+$37.0K2026-10-14
Greenspring Advisors, LLC
INCREASED7,7405,799+1,941+33%$509.8K$717.2K+$207.4K2026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED7,7257,72500%$679.1K$692.4K+$13.3K2026-11-02
Rasp Wealth Solutions, LLC
INCREASED7,6257,618+7+0%$669.7K$706.4K+$36.7K2026-11-06
Perigon Wealth Management, LLC
INCREASED7,5966,053+1,543+25%$532.1K$703.8K+$171.7K2026-10-22
Berkshire Money Management, Inc.
NEW7,499—+7,499——$694.8K—2026-10-21
David Kennon Inc
DECREASED7,4487,507-59-1%$659.9K$690.1K+$30.1K2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED7,4459,350-1,905-20%$822.0K$689.8K-$132.2K2026-10-13
Financial Freedom, LLC
INCREASED7,3997,393+6+0%$650.0K$685.5K+$35.6K2026-11-06
Bell Bank
INCREASED7,3506,738+612+9%$592.3K$681.0K+$88.6K2026-10-21
Embree Financial Group
UNCHANGED7,3357,33500%$644.8K$679.6K+$34.8K2026-10-22
Sage Investment Advisers LLC
DECREASED7,2777,775-498-6%$683.5K$674.2K-$9.2K2026-10-21
Platform Technology Partners
DECREASED7,2187,225-70%$635.1K$668.7K+$33.6K2026-11-02
New England Private Wealth Advisors LLC
INCREASED7,2117,205+6+0%$611.1K$668.1K+$57.0K2026-10-19
Matthew Goff Investment Advisor, LLC
NEW7,185—+7,185——$665.7K—2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED7,1616,485+676+10%$570.1K$663.5K+$93.4K2026-10-26
Woodward Financial Advisors, Inc.
DECREASED7,1387,600-462-6%$668.1K$661.3K-$6.8K2026-10-19
Heritage Investment Group, Inc.
DECREASED7,0917,313-222-3%$642.9K$657.0K+$14.1K2026-11-03
RDA Financial Network
DECREASED7,0797,088-90%$623.1K$655.9K+$32.8K2026-10-15
Beacon Financial Advisory LLC
INCREASED7,0517,047+4+0%$619.5K$653.3K+$33.8K2026-10-16
Oppenheimer & Co Inc
INCREASED7,0096,857+152+2%$602.8K$649.4K+$46.6K2026-10-26
Citizens Financial Group Inc
DECREASED6,98910,089-3,100-31%$886.9K$647.5K-$239.4K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED6,9646,574+390+6%$577.9K$645.2K+$67.3K2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED6,9046,90400%$606.9K$639.7K+$32.7K2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED6,9006,90000%$606.6K$639.3K+$32.7K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED6,7906,79000%$596.9K$629.1K+$32.2K2026-10-16
MFA Wealth Advisors, LLC
DECREASED6,7527,862-1,110-14%$691.2K$625.6K-$65.6K2026-10-07
Auxano Advisors, LLC
NEW6,740—+6,740——$624.5K—2026-11-06
Entrust Financial LLC
DECREASED6,6886,791-103-2%$597.0K$619.6K+$22.7K2026-11-04
Mindset Wealth Management, LLC
UNCHANGED6,6506,65000%$584.6K$616.1K+$31.5K2026-10-19
BCO Wealth Management LLC
DECREASED6,6236,735-112-2%$592.1K$613.6K+$21.5K2026-10-14
John W. Brooker & Co., CPAs
NEW6,608—+6,608——$612.2K—2026-10-21
Sterling Investment Counsel, LLC
DECREASED6,5586,782-224-3%$596.2K$607.6K+$11.4K2026-10-19
Nations Financial Group Inc,
INCREASED6,5125,656+856+15%$497.3K$603.4K+$106.1K2026-11-05
Fairscale Capital, LLC
DECREASED6,4806,695-215-3%$588.6K$562.8K-$25.8K2026-11-04
LS Investment Advisors, LLC
DECREASED6,4758,550-2,075-24%$751.6K$599.9K-$151.7K2026-10-13
Compound Planning, Inc.
DECREASED6,4216,481-60-1%$569.8K$594.9K+$25.1K2026-11-05
TCI Wealth Advisors, Inc.
UNCHANGED6,3556,35500%$558.7K$588.8K+$30.1K2026-10-30
Brown Wealth Management, LLC
DECREASED6,3446,368-240%$559.8K$587.8K+$28.0K2026-10-20
Jackson Square Capital, LLC
UNCHANGED6,2606,26000%$550.3K$580.0K+$29.7K2026-10-19
First Affirmative Financial Network
NEW6,215—+6,215——$575.8K—2026-10-21
Centennial Advisors, LLC
DECREASED6,20111,066-4,865-44%$972.8K$574.6K-$398.2K2026-10-21
LWM Advisors Inc
INCREASED6,1925,927+265+4%$521.0K$573.7K+$52.6K2026-10-08
CWC Advisors, Llc.
UNCHANGED6,1536,15300%$540.9K$570.1K+$29.2K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED6,1386,303-165-3%$554.1K$568.7K+$14.5K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED6,0656,108-43-1%$485.1K$562-$484.5K2026-11-04
Waters Parkerson & Co., LLC
INCREASED6,0466,041+5+0%$531.1K$560.2K+$29.1K2026-11-04
Elm3 Financial Group, LLC
NEW6,015—+6,015——$557.3K—2026-10-07
Live Oak Investment Partners
INCREASED5,9905,932+58+1%$521.5K$555.0K+$33.5K2026-10-23
Principle Wealth Partners LLC
UNCHANGED5,9785,97800%$525.5K$553.9K+$28.4K2026-11-02
Marathon Mission, Inc.
UNCHANGED5,8405,84000%$513.4K$541.1K+$27.7K2026-10-01
Strategic Blueprint, LLC
INCREASED5,8385,348+490+9%$470.2K$540.9K+$70.7K2026-10-22
White Lighthouse Investment Management Inc.
DECREASED5,8035,840-37-1%$513.4K$537.6K+$24.3K2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED5,7555,75500%$505.9K$533.2K+$27.3K2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED5,7455,740+5+0%$504.6K$532.3K+$27.6K2026-10-29
Oarsman Capital, Inc.
DECREASED5,6825,807-125-2%$510.5K$526.4K+$15.9K2026-11-05
Fortis Group Advisors, LLC
INCREASED5,6495,427+222+4%$477.1K$490.6K+$13.5K2026-11-06
SpringVest Wealth Management LLC
UNCHANGED5,6255,62500%$494.5K$521.2K+$26.7K2026-10-27
XML Financial, LLC
INCREASED5,6195,616+3+0%$493.7K$520.6K+$26.8K2026-10-29
Waldron Private Wealth LLC
DECREASED5,5835,685-102-2%$499.8K$517.3K+$17.5K2026-11-02
CGN Advisors LLC
INCREASED5,5825,514+68+1%$484.7K$517.2K+$32.5K2026-10-21
Apella Capital, LLC
INCREASED5,5635,518+45+1%$482.6K$528.1K+$45.5K2026-10-08
M Holdings Securities, Inc.
NEW5,450—+5,450——$467—2026-11-03
XY Planning Network, Inc.
NEW5,430—+5,430——$503.1K—2026-10-14
Wealth Group Ltd
DECREASED5,3985,400-20%$474.7K$505.7K+$30.9K2026-10-07
Private Client Services, LLC
DECREASED5,3687,030-1,662-24%$618.0K$497.3K-$120.7K2026-10-02
Shepherd Financial Partners LLC
UNCHANGED5,2955,29500%$465.5K$490.6K+$25.1K2026-11-03
Castle Rock Wealth Management, LLC
INCREASED5,2815,279+2+0%$464.1K$502.3K+$38.2K2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED5,2725,268+4+0%$463.1K$488.5K+$25.4K2026-10-27
Morton Capital Management LLC
DECREASED5,2556,805-1,550-23%$598.2K$486.9K-$111.4K2026-10-23
TD Waterhouse Canada Inc.
INCREASED5,2054,210+995+24%$370.0K$482.9K+$112.9K2026-10-16
Certified Advisory Corp
INCREASED5,2035,202+1+0%$457.3K$482.1K+$24.7K2026-10-29
Natural Investments, LLC
UNCHANGED5,1605,16000%$453.0K$478.1K+$25.1K2026-11-06
Stonebridge Financial Group, LLC
UNCHANGED5,1255,12500%$450.5K$474.8K+$24.3K2026-10-01
Monument Group Wealth Advisors, LLC
DECREASED5,1105,207-97-2%$445.2K$473.5K+$28.2K2026-10-21
Prudent Man Investment Management, Inc.
INCREASED5,1021,198+3,904+326%$494.5K$472.7K-$21.8K2026-11-03
Anchor Capital Advisors LLC
INCREASED5,0765,000+76+2%$439.6K$470.3K+$30.7K2026-11-05
Lauterbach Financial Advisors, LLC
INCREASED5,0645,060+4+0%$444.8K$469.2K+$24.4K2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED4,9734,97300%$437.2K$460.7K+$23.6K2026-10-19
GSG Advisors LLC
UNCHANGED4,9034,90300%$431.0K$454.3K+$23.2K2026-11-03
Aspen Wealth Management LLC
INCREASED4,8934,890+3+0%$429.9K$453.3K+$23.4K2026-10-14
Wedbush Securities Inc
INCREASED4,8882,431+2,457+101%$214.0K$453-$213.5K2026-10-22
Allied Investment Advisors, LLC
INCREASED4,8614,436+425+10%$390.0K$450.4K+$60.4K2026-10-13
Cape Investment Advisory, Inc.
DECREASED4,8555,660-805-14%$497.5K$449.8K-$47.7K2026-10-13
Mitchell Capital Management Co
UNCHANGED4,7854,78500%$420.6K$443.3K+$22.7K2026-10-29
Partners Wealth Management, LLC
NEW4,779—+4,779——$442.7K—2026-10-28
Simon Quick Advisors, LLC
DECREASED4,7534,775-220%$419.8K$440.4K+$20.6K2026-10-26
UMB Bank, n.a.
DECREASED4,7504,948-198-4%$435.0K$440.1K+$5.1K2026-11-06
Glenview Trust Co
DECREASED4,7455,180-435-8%$455.4K$439.6K-$15.7K2026-10-28
Legacy Advisory Services, LLC
DECREASED4,7318,647-3,916-45%$760.2K$438.3K-$321.9K2026-10-20
Leeward Financial Partners, LLC
UNCHANGED4,7304,73000%$415.8K$438.2K+$22.4K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED4,6654,800-135-3%$422.0K$432.2K+$10.2K2026-11-03
AMG National Trust Bank
INCREASED4,6554,150+505+12%$364.8K$431.3K+$66.5K2026-11-05
Root Financial Partners, LLC
DECREASED4,6425,324-682-13%$468.0K$430.1K-$37.9K2026-10-21
Wealthstar Advisors, LLC
UNCHANGED4,6354,63500%$407.5K$429.4K+$22.0K2026-10-19
Aprio Wealth Management, LLC
DECREASED4,6155,525-910-16%$485.7K$427.6K-$58.1K2026-10-28
BCS Wealth Management
UNCHANGED4,6004,60000%$404.4K$426.2K+$21.8K2026-11-03
Hughes Financial Services, LLC
UNCHANGED4,5794,57900%$402.5K$410.4K+$7.9K2026-10-30
Clear Creek Financial Management, LLC
DECREASED4,5776,361-1,784-28%$559.2K$424.0K-$135.2K2026-10-28
Ritholtz Wealth Management
INCREASED4,5603,634+926+25%$319.4K$422.4K+$103.0K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED4,5319,323-4,792-51%$819.5K$419.8K-$399.8K2026-10-23
Fusion Capital, LLC
INCREASED4,5314,316+215+5%$379.4K$419.8K+$40.4K2026-10-28
Gradient Investments LLC
INCREASED4,5193,556+963+27%$312.6K$418.7K+$106.1K2026-10-08
ProVise Management Group, LLC
DECREASED4,4605,920-1,460-25%$520.4K$413.2K-$107.2K2026-11-06
Integrity Advisory Solutions, LLC
DECREASED4,3724,646-274-6%$408.4K$405.1K-$3.4K2026-10-29
S.A. Mason LLC
UNCHANGED4,3404,34000%$381.5K$402.1K+$20.6K2026-10-13
Sage Mountain Advisors LLC
UNCHANGED4,3304,33000%$380.7K$401.2K+$20.5K2026-11-02
Mason & Associates, LLC
UNCHANGED4,2754,27500%$375.8K$396.1K+$20.3K2026-10-26
Madison Park Capital Advisors, LLC
INCREASED4,2011,477+2,724+184%$234.4K$389.2K+$154.8K2026-10-28
Spectrum Planning & Advisory Services Inc.
DECREASED4,1994,217-180%$370.7K$389.1K+$18.3K2026-11-05
Advisors Management Group Inc
DECREASED4,1534,228-75-2%$371.0K$384-$370.6K2026-11-05
Modera Wealth Management, LLC
INCREASED4,1403,980+160+4%$349.9K$383.6K+$33.7K2026-10-28
JB Capital LLC
DECREASED4,1375,465-1,328-24%$480.4K$383.3K-$97.2K2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED4,1254,12500%$362.6K$382.2K+$19.6K2026-10-13
RF&L Wealth Management, LLC
UNCHANGED4,0754,07500%$358.2K$377.5K+$19.3K2026-10-20
Welch Group, LLC
UNCHANGED4,0754,07500%$358.2K$377.5K+$19.3K2026-10-29
Venture Visionary Partners LLC
UNCHANGED4,0304,03000%$354.3K$373.4K+$19.1K2026-10-07
Provident Wealth Management, LLC
UNCHANGED4,0204,02000%$353.4K$372.5K+$19.1K2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED4,0164,01600%$353.0K$372.1K+$19.0K2026-10-27
BAR Harbor Wealth Management
UNCHANGED4,0004,00000%$351.6K$370.6K+$19.0K2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED3,9753,97500%$349.4K$368.3K+$18.8K2026-10-22
Winthrop Advisory Group LLC
DECREASED3,9365,087-1,151-23%$447.2K$364.6K-$82.6K2026-10-22
Keystone Wealth Services, LLC
UNCHANGED3,9333,93300%$345.8K$363.6K+$17.8K2026-11-03
Davidson Trust Co
UNCHANGED3,9003,90000%$342.8K$361.3K+$18.5K2026-10-09
Davidson Investment Advisors
UNCHANGED3,9003,90000%$342.8K$361.3K+$18.5K2026-10-20
Guidance Capital, Inc
INCREASED3,8473,844+3+0%$339.0K$329.5K-$9.4K2026-11-03
CPC Advisors, LLC
UNCHANGED3,8303,83000%$336.7K$354.9K+$18.2K2026-10-21
Plus Group Wealth Advisors LLC
UNCHANGED3,8133,81300%$335.2K$353.3K+$18.1K2026-10-19
Retirement Planning Group, LLC
INCREASED3,7853,590+195+5%$315.6K$350.6K+$35.0K2026-10-19
180 Wealth Advisors, LLC
UNCHANGED3,7553,75500%$330.1K$347.9K+$17.8K2026-11-03
Global Trust Asset Management, LLC
DECREASED3,7423,927-185-5%$345.2K$346.7K+$1.5K2026-10-19
Simplex Trading, LLC
DECREASED3,7374,469-732-16%$392.9K$346.2K-$46.6K2026-11-04
Channel Wealth LLC
DECREASED3,7373,935-198-5%$345.9K$346.2K+$3072026-11-06
Baker Avenue Asset Management, LP
DECREASED3,7356,295-2,560-41%$553.4K$346.0K-$207.3K2026-11-06
Koshinski Asset Management, Inc.
DECREASED3,7233,912-189-5%$343.9K$344.9K+$1.0K2026-10-29
Ferguson Wellman Capital Management, Inc
NEW3,695—+3,695——$342.3K—2026-10-05
Kingdom Financial Group Llc.
DECREASED3,6836,550-2,867-44%$575.8K$341.3K-$234.5K2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED3,6804,428-748-17%$389.2K$340.9K-$48.3K2026-10-16
SC&H Financial Advisors, Inc.
UNCHANGED3,6803,68000%$323.5K$341.0K+$17.4K2026-10-14
Manchester Financial Inc
DECREASED3,6253,725-100-3%$327.5K$335.9K+$8.4K2026-10-15
OxenFree Capital LLC
DECREASED3,5994,651-1,052-23%$406.7K$342.3K-$64.5K2026-10-07
Busey Bank
DECREASED3,5983,853-255-7%$338.7K$333.4K-$5.4K2026-10-26
Ridgewood Investments LLC
UNCHANGED3,5653,56500%$313.4K$330.3K+$16.9K2026-10-05
Trilogy Capital Inc.
UNCHANGED3,5233,52300%$309.7K$326.4K+$16.7K2026-10-20
Sunburst Financial Group, LLC
DECREASED3,5093,817-308-8%$335.5K$325.1K-$10.4K2026-10-09
Greenleaf Trust
UNCHANGED3,4893,48900%$306.7K$323.3K+$16.5K2026-10-29
Key FInancial Inc
DECREASED3,4853,765-280-7%$331.0K$322.9K-$8.1K2026-11-02
Investors Research Corp
INCREASED3,4622,792+670+24%$245.4K$320.8K+$75.3K2026-10-07
SeaCrest Wealth Management, LLC
NEW3,426—+3,426——$317.4K—2026-10-21
Larson Financial Group LLC
INCREASED3,4151,655+1,760+106%$145.5K$316.4K+$170.8K2026-11-05
Maia Wealth LLC
DECREASED3,4044,096-692-17%$360.1K$315.4K-$44.7K2026-10-19
Acute Investment Advisory, LLC
DECREASED3,3753,483-108-3%$306.2K$312.7K+$6.5K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED3,3712,886+485+17%$253.7K$312.3K+$58.6K2026-10-22
CPR Investments Inc.
NEW3,336—+3,336——$309.1K—2026-10-26
Heck Capital Advisors, LLC
NEW3,330—+3,330——$308.5K—2026-10-14
Dahring | Cusmano LLC
DECREASED3,3285,099-1,771-35%$448.3K$308.4K-$139.9K2026-11-03
Mystic Asset Management, Inc.
DECREASED3,3003,700-400-11%$325.3K$305.7K-$19.5K2026-10-15
First Pacific Financial
INCREASED3,2953,292+3+0%$289.4K$305.3K+$15.9K2026-10-14
First National Trust Co
UNCHANGED3,2873,28700%$289.0K$304.5K+$15.6K2026-10-28
Ballast, Inc.
INCREASED3,2753,232+43+1%$284.1K$303.4K+$19.3K2026-10-20
Barclays PLC
UNCHANGED3,2753,27500%$287.9K$303.4K+$15.5K2026-11-06
Legacy Private Trust Co.
UNCHANGED3,2753,27500%$287.9K$303.4K+$15.5K2026-10-06
Entrewealth, LLC
DECREASED3,2573,637-380-10%$327.4K$301.8K-$25.6K2026-10-14
Hohimer Wealth Management, LLC
INCREASED3,2453,205+40+1%$281.8K$300.6K+$18.9K2026-11-04
Guardian Financial Partners, LLC
UNCHANGED3,2043,20400%$281.7K$296.9K+$15.2K2026-11-04
Retireful, LLC
DECREASED3,1954,695-1,500-32%$414.0K$296.0K-$118.0K2026-10-09
Dynamic Advisor Solutions LLC
DECREASED3,1174,257-1,140-27%$374.2K$288.8K-$85.5K2026-10-13
KCM Investment Advisors LLC
UNCHANGED3,0453,04500%$267.7K$282.1K+$14.4K2026-10-27
LFG Wealth Partners, LLC
UNCHANGED3,0143,01400%$265.0K$279.3K+$14.3K2026-10-28
Montag A & Associates Inc
NEW3,010—+3,010——$278.9K—2026-10-29
Orin Green Financial, LLC
UNCHANGED2,9852,98500%$262.4K$276.6K+$14.1K2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED2,9257,005-4,080-58%$620.6K$274.2K-$346.5K2026-10-13
Annex Advisory Services, LLC
INCREASED2,9162,740+176+6%$240.9K$270.2K+$29.3K2026-10-16
Markowski Investments
INCREASED2,8742,873+1+0%$252.6K$266.2K+$13.7K2026-10-30
Prosperity Financial Group, Inc.
INCREASED2,8692,867+2+0%$252.1K$265.8K+$13.7K2026-10-29
Register Financial Advisors LLC
INCREASED2,8571,570+1,287+82%$138.0K$264.7K+$126.7K2026-10-23
Alchemi Wealth, LLC
UNCHANGED2,8432,84300%$250.0K$263.5K+$13.5K2026-11-04
Calamos Wealth Management LLC
UNCHANGED2,8002,80000%$246.1K$259.4K+$13.3K2026-11-02
Advisortrust Partners, LLC
UNCHANGED2,7602,76000%$242.6K$255.7K+$13.1K2026-11-02
Traynor Capital Management, Inc.
NEW2,750—+2,750——$254.8K—2026-10-29
Nadler Financial Group, Inc.
UNCHANGED2,6902,69000%$236.5K$249.2K+$12.8K2026-10-23
MSH Capital Advisors LLC
NEW2,687—+2,687——$249.0K—2026-11-03
Chicago Partners Investment Group LLC
DECREASED2,6872,691-40%$228.9K$238.6K+$9.6K2026-10-27
Confluence Wealth Services, Inc.
UNCHANGED2,6832,68300%$235.8K$248.5K+$12.7K2026-11-05
Concord Wealth Partners
INCREASED2,6622,660+2+0%$233.9K$246.7K+$12.8K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED2,6542,437+217+9%$214.3K$245.9K+$31.6K2026-10-29
Compass Ion Advisors, LLC
INCREASED2,6402,425+215+9%$213.2K$244.6K+$31.4K2026-10-23
Great Point Wealth Advisors, LLC
UNCHANGED2,6352,63500%$231.6K$244.1K+$12.5K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED2,6252,62500%$230.8K$243.2K+$12.4K2026-10-29
Foguth Wealth Management, Llc.
INCREASED2,6192,604+15+1%$226.1K$235.7K+$9.6K2026-10-19
Omni 360 Wealth, Inc.
INCREASED2,6062,604+2+0%$228.9K$241.4K+$12.5K2026-10-13
Verdence Capital Advisors LLC
INCREASED2,6032,601+2+0%$228.6K$241.2K+$12.5K2026-10-26
Vigilare Wealth Management
UNCHANGED2,5902,59000%$227.7K$240.0K+$12.3K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED2,5802,578+2+0%$226.7K$239.0K+$12.4K2026-11-05
Endeavor Private Wealth, Inc.
DECREASED2,5453,345-800-24%$294.1K$235.8K-$58.3K2026-11-05
Stirlingshire Investments, Inc.
INCREASED2,5082,329+179+8%$204.8K$232.4K+$27.6K2026-11-05
Quadrant Capital Group LLC
UNCHANGED2,4752,47500%$217.6K$233.1K+$15.5K2026-10-20
Magnus Financial Group LLC
NEW2,456—+2,456——$227.5K—2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED2,4562,45600%$215.9K$227.6K+$11.6K2026-10-27
Kwmg, LLC
UNCHANGED2,4252,42500%$213.2K$224.7K+$11.5K2026-10-07
Crane Advisory, LLC
UNCHANGED2,4002,40000%$211.6K$227.0K+$15.4K2026-10-13
Kingsman Wealth Management, Inc.
INCREASED2,3972,395+2+0%$210.6K$222.1K+$11.5K2026-10-13
Level Four Advisory Services, LLC
NEW2,396—+2,396——$222.0K—2026-11-06
Buska Wealth Management, LLC
INCREASED2,3852,382+3+0%$209.4K$221.0K+$11.6K2026-10-08
Premier Path Wealth Partners, LLC
UNCHANGED2,3602,36000%$207.5K$218.7K+$11.2K2026-10-16
Valeo Financial Advisors, LLC
INCREASED2,3472,346+1+0%$206.2K$217.5K+$11.2K2026-10-08
Kaydan Wealth Management, Inc.
DECREASED2,3333,300-967-29%$290.1K$216.2K-$74.0K2026-10-08
Connecticut Wealth Management, LLC
UNCHANGED2,3252,32500%$204.4K$215.4K+$11.0K2026-10-13
Abner Herrman & Brock LLC
NEW2,302—+2,302——$213—2026-10-20
GoalFusion Wealth Management, LLC
UNCHANGED2,2902,29000%$201.3K$212.2K+$10.9K2026-10-06
Tenon Financial LLC
NEW2,265—+2,265——$209.9K—2026-10-14
Wedmont Private Capital
DECREASED2,2532,666-413-15%$237.5K$211.1K-$26.3K2026-10-09
West Wealth Group, LLC
NEW2,249—+2,249——$208.3K—2026-10-14
TCV Trust & Wealth Management, Inc.
NEW2,240—+2,240——$207.5K—2026-10-16
Merkkuri Wealth Advisors LLC
NEW2,240—+2,240——$207.5K—2026-11-03
Guild Investment Management, Inc.
NEW2,225—+2,225——$206.1K—2026-11-03
Forum Financial Management, LP
NEW2,206—+2,206——$204.4K—2026-10-16
Evansbrook LLC
DECREASED2,1902,530-340-13%$222.4K$202.9K-$19.5K2026-10-16
Inlight Wealth Management, LLC
NEW2,188—+2,188——$202.7K—2026-10-21
Tucker Asset Management LLC
INCREASED2,1681,301+867+67%$114.4K$200.8K+$86.5K2026-10-29
MKT Advisors LLC
NEW2,135—+2,135——$200.1K—2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED2,1252,12500%$186.8K$196.9K+$10.1K2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED2,0552,05500%$180.7K$190.4K+$9.7K2026-10-15
Cullen T Bankers, Inc.
UNCHANGED1,9951,99500%$175.4K$184.8K+$9.5K2026-10-28
GGM Financial LLC
INCREASED1,9021,901+1+0%$167.1K$176.2K+$9.1K2026-11-05
Downshift Financial, LLC
DECREASED1,7411,791-50-3%$157.5K$161.3K+$3.8K2026-10-13
Financial Consulate, Inc
UNCHANGED1,6851,68500%$148.1K$156.1K+$8.0K2026-10-23
Elevated Capital Advisors, LLC
DECREASED1,5221,635-113-7%$143.7K$141.0K-$2.7K2026-11-04
Trust Co of Vermont
UNCHANGED1,4151,41500%$124.4K$131.1K+$6.7K2026-10-21
Pittenger & Anderson Inc
UNCHANGED1,3751,37500%$120.9K$127.4K+$6.5K2026-11-02
Align Financial, LLC
UNCHANGED1,3501,35000%$118.7K$125.1K+$6.4K2026-10-16
Winch Advisory Services, LLC
INCREASED1,3151,314+1+0%$115.5K$121.8K+$6.3K2026-11-06
Natixis
UNCHANGED1,2391,23900%$108.6K$115.9K+$7.3K2026-11-06
Activest Wealth Management
DECREASED1,1931,454-261-18%$127.8K$110.5K-$17.3K2026-10-15
Transce3nd, LLC
NEW1,190—+1,190——$109.0K—2026-10-26
Signature Equity Partners, LLC
DECREASED1,1701,346-176-13%$118.3K$108.4K-$9.9K2026-10-29
Chilton Capital Management LLC
UNCHANGED1,1351,13500%$99.8K$105.2K+$5.4K2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED1,1051,10500%$97.1K$102.4K+$5.2K2026-10-16
Alpine Bank Wealth Management
UNCHANGED1,0451,04500%$91.9K$96.8K+$5.0K2026-10-16
Signaturefd, LLC
UNCHANGED1,0171,01700%$89.4K$94.2K+$4.8K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED1,0051,00500%$88.4K$93.1K+$4.8K2026-10-20
Arlington Trust Co LLC
UNCHANGED1,0001,00000%$87.9K$92.7K+$4.7K2026-10-20
Citizens National Bank Trust Department
UNCHANGED1,0001,00000%$87.9K$92.7K+$4.7K2026-11-04
Parkside Financial Bank & Trust
DECREASED925960-35-4%$84.4K$85.7K+$1.4K2026-10-27
Richards, Merrill & Peterson, Inc.
UNCHANGED92592500%$81.3K$85.7K+$4.4K2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED908840+68+8%$73.8K$84.1K+$10.3K2026-11-03
MV Capital Management, Inc.
INCREASED901750+151+20%$65.9K$83.5K+$17.5K2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED88588500%$77.8K$82.0K+$4.2K2026-10-16
Nfsg Corp
INCREASED871861+10+1%$75.7K$80.7K+$5.0K2026-10-15
North Star Investment Management Corp.
INCREASED859858+1+0%$75.5K$79.6K+$4.1K2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED85585500%$75.2K$79.2K+$4.1K2026-10-28
Wells Financial Advisors Inc
DECREASED675680-5-1%$59.8K$62.5K+$2.8K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED67320,633-19,960-97%$1.8M$62.4K-$1.8M2026-11-02
Valued Wealth Advisors LLC
DECREASED622629-7-1%$55.3K$57.6K+$2.3K2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED60560500%$53.2K$56.1K+$2.9K2026-10-16
First Command Advisory Services, Inc.
NEW603—+603——$55.9K—2026-11-05
North Point Portfolio Managers Corp
NEW601—+601——$55.7K—2026-10-07
MTM Investment Management, LLC
UNCHANGED60060000%$52.7K$55.6K+$2.8K2026-10-30
Eastern Bank
UNCHANGED54054000%$47.5K$50.0K+$2.6K2026-10-05
Clearstead Advisors, LLC
INCREASED502480+22+5%$42.2K$46.5K+$4.3K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED500625-125-20%$54.9K$46.3K-$8.6K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED48448400%$42.5K$44.8K+$2.3K2026-11-02
Mainstream Capital Management LLC
NEW450—+450——$41.7K—2026-10-23
Vestor Capital, LLC
DECREASED4403,510-3,070-87%$290$114-$1762026-11-04
Vima LLC
UNCHANGED42542500%$37.4K$39.4K+$2.0K2026-10-23
Cdkv Holdings LLC
UNCHANGED40540500%$35.6K$37.5K+$1.9K2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED40040000%$35.2K$37.1K+$1.9K2026-11-03
Gables Capital Management Inc.
UNCHANGED39539500%$34.7K$36.6K+$1.9K2026-11-04
GoalVest Advisory LLC
UNCHANGED39539500%$34.7K$36.6K+$1.9K2026-10-02
Abound Wealth Management
INCREASED390200+190+95%$17.6K$36.1K+$18.6K2026-10-26
Hoey Investments, Inc
UNCHANGED38538500%$33.8K$35.7K+$1.8K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED37837800%$33.2K$35.0K+$1.8K2026-10-23
Noble Wealth Management PBC
UNCHANGED35035000%$30.8K$32.4K+$1.7K2026-10-01
Blue Bell Private Wealth Management, LLC
DECREASED345365-20-5%$32.1K$32.0K-$1232026-10-29
Triumph Capital Management
UNCHANGED33433400%$29.4K$31.0K+$1.6K2026-10-14
Townsend Asset Management Corp
UNCHANGED30530500%$26.8K$28.3K+$1.4K2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED30030000%$26.4K$27.8K+$1.4K2026-10-07
Mascoma Wealth Management LLC
UNCHANGED28028000%$24.6K$25.9K+$1.3K2026-10-23
IAG Wealth Partners, LLC
UNCHANGED26026000%$22.9K$24.1K+$1.2K2026-11-06
Smallwood Wealth Investment Management, LLC
UNCHANGED25025000%$22.0K$23.2K+$1.2K2026-10-30
Rakuten Securities, Inc.
INCREASED2469+237+2633%$791$22.8K+$22.0K2026-11-02
Your Advocates Ltd., LLP
UNCHANGED22522500%$19.8K$20.8K+$1.1K2026-11-03
Costello Asset Management, Inc
UNCHANGED21721700%$19.0K$20.1K+$1.0K2026-10-30
United Financial Planning Group LLC
UNCHANGED21421400%$18.8K$19.9K+$1.0K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED2043+201+6700%$264$18.9K+$18.6K2026-11-05
Grove Bank & Trust
UNCHANGED20020000%$17.6K$18.5K+$9482026-10-08
Networth Advisors, LLC
DECREASED186877-691-79%$77.1K$17.2K-$59.9K2026-11-03
Retirement Wealth Solutions LLC
NEW152—+152——$14.1K—2026-10-07
John Boyer, Inc.
NEW150—+150——$13.9K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED15015000%$13.2K$13.9K+$7112026-10-27
Nemes Rush Group LLC
NEW149—+149——$13.8K—2026-11-04
Monetary Solutions, Ltd
UNCHANGED14514500%$12.7K$13.4K+$6872026-10-22
Advocate Investing Services LLC
UNCHANGED13313300%$11.7K$12.3K+$6302026-10-26
Central Pacific Bank - Trust Division
DECREASED115135-20-15%$11.9K$10.7K-$1.2K2026-10-06
Evermay Wealth Management LLC
NEW100—+100——$9.3K—2026-11-05
William Mack & Associates, Inc.
NEW100—+100——$9.3K—2026-10-27
Kroeger Financial Partners
INCREASED10085+15+18%$7.5K$9.3K+$1.8K2026-10-19
Fairway Wealth LLC
UNCHANGED909000%$7.9K$8.4K+$4342026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED808000%$7.0K$7.4K+$3792026-11-04
Bfsg, LLC
DECREASED7890-12-13%$7.9K$7.2K-$6852026-10-30
Ascentis Wealth Management, LLC
UNCHANGED707000%$6.2K$6.5K+$3322026-11-03
DecisionPoint Financial, LLC
UNCHANGED707000%$6.2K$6.5K+$3402026-10-27
Strategic Advocates LLC
UNCHANGED606000%$5.3K$5.6K+$2842026-11-03
Hurley Capital, LLC
UNCHANGED606000%$5.3K$5.6K+$2902026-11-05
Proathlete Wealth Management LLC
UNCHANGED555500%$4.8K$5.1K+$2652026-10-15
Nvwm, LLC
UNCHANGED454500%$4.0K$4.2K+$2132026-10-14
Planning Strategies Inc.
NEW35—+35——$3.2K—2026-10-02
Sawyer & Company, Inc
UNCHANGED353500%$3.1K$3.3K+$1692026-10-21
Archer Investment Corp
UNCHANGED303000%$2.6K$2.8K+$1432026-11-05
Decker Retirement Planning Inc.
UNCHANGED303000%$2.6K$2.8K+$1432026-10-19
High Note Wealth, LLC
NEW27—+27——$2.5K—2026-10-27
GK Wealth Management LLC
NEW25—+25——$2.3K—2026-10-09
Glass Jacobson Investment Advisors llc
NEW23—+23——$2.1K—2026-10-26
Rydar Equities, Inc.
NEW15—+15——$1.4K—2026-10-13
Birch Financial Group, LLC
NEW11—+11——$1.0K—2026-10-27
Wealth Analytics Partners, LLC
NEW5—+5——$463—2026-10-19
McMill Wealth Management
CLOSED014,112-14,112-100%$2.2M$0-$2.2M2026-11-05
Jefferies Financial Group Inc.
CLOSED08,957-8,957-100%$787.5K$0-$787.5K2026-11-05
WBH Advisory Inc
CLOSED07,134-7,134-100%$627.2K$0-$627.2K2026-11-05
SteelPeak Wealth, LLC
CLOSED05,202-5,202-100%$457.3K$0-$457.3K2026-10-16
Palisade Asset Management, LLC
CLOSED04,300-4,300-100%$378.0K$0-$378.0K2026-11-03
Vontobel Holding Ltd.
CLOSED04,285-4,285-100%$376.7K$0-$376.7K2026-10-16
Symphony Financial, Ltd. Co.
CLOSED04,184-4,184-100%$367.8K$0-$367.8K2026-10-22
Eclectic Associates Inc
CLOSED03,314-3,314-100%$291.2K$0-$291.2K2026-10-09
Evergreen Capital Management LLC
CLOSED03,045-3,045-100%$267.7K$0-$267.7K2026-10-23
Moneywise, Inc.
CLOSED03,021-3,021-100%$265.6K$0-$265.6K2026-10-30
Teamwork Financial Advisors, LLC
CLOSED02,562-2,562-100%$225.2K$0-$225.2K2026-10-19
Maple Capital Management, Inc.
CLOSED02,515-2,515-100%$221.1K$0-$221.1K2026-11-02
Strategic Equity Management
CLOSED02,465-2,465-100%$216.7K$0-$216.7K2026-11-04
Narus Financial Partners, LLC
CLOSED02,302-2,302-100%$202.4K$0-$202.4K2026-10-19
International Assets Investment Management, LLC
CLOSED02,135-2,135-100%$187.7K$0-$187.7K2026-11-02
Institute for Wealth Management, Llc.
CLOSED01,595-1,595-100%$140.2K$0-$140.2K2026-11-06
AdvisorNet Financial, Inc
CLOSED0985-985-100%$86.6K$0-$86.6K2026-10-15
First Community Trust NA
CLOSED0875-875-100%$76.9K$0-$76.9K2026-10-07
Brooklyn FI, LLC
CLOSED0855-855-100%$74.5K$0-$74.5K2026-11-05
Cornerstone Planning Group LLC
CLOSED0788-788-100%$68.7K$0-$68.7K2026-10-16
Montgomery Financial Services LLC
CLOSED0410-410-100%$36.0K$0-$36.0K2026-11-03
Go Invest LLC
CLOSED0363-363-100%$31.9K$0-$31.9K2026-10-09
Clean Yield Group
CLOSED0340-340-100%$29.9K$0-$29.9K2026-10-28
Strategic Wealth Advisors LLC
CLOSED0260-260-100%$107$0-$1072026-11-06
Wellington Grp LLC
CLOSED0220-220-100%$80.8K$0-$80.8K2026-11-06
Evolution Wealth Management Inc.
CLOSED0180-180-100%$15.8K$0-$15.8K2026-10-28
Robinswood Financial LLC
CLOSED0165-165-100%$14.5K$0-$14.5K2026-10-20
Tradewinds Capital Management, LLC
CLOSED053-53-100%$4.6K$0-$4.6K2026-10-23
Quaker Wealth Management, LLC
CLOSED030-30-100%$2.6K$0-$2.6K2026-10-22
Tsfg, LLC
CLOSED025-25-100%$2$0-$22026-10-23
Farmers & Merchants Investments Inc
CLOSED010-10-100%$879$0-$8792026-10-22
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Morgan Stanley
N/A—13,160,627-13,160,627-100%$1.2B———
Bank of America Corp
N/A—10,051,265-10,051,265-100%$883.6M———
UBS Group AG
N/A—5,148,612-5,148,612-100%$452.6M———
Captrust Financial Advisors
N/A—4,197,480-4,197,480-100%$369.0M———
Ameriprise Financial Inc
N/A—3,885,314-3,885,314-100%$341.6M———
Envestnet Asset Management Inc
N/A—3,554,068-3,554,068-100%$312.4M———
Wells Fargo & Company
N/A—3,270,904-3,270,904-100%$287.5M———
Cerity Partners LLC
N/A—2,984,072-2,984,072-100%$262.4M———
Royal Bank of Canada
N/A—2,221,716-2,221,716-100%$195.3M———
Raymond James Financial Inc
N/A—2,127,331-2,127,331-100%$187.0M———
Osaic Holdings, Inc.
N/A—1,476,022-1,476,022-100%$129.8M———
Rockefeller Capital Management L.P.
N/A—1,221,378-1,221,378-100%$107.4M———
Strategic Investment Advisors / MI
N/A—1,193,303-1,193,303-100%$104.9M———
HighTower Advisors, LLC
N/A—1,127,973-1,127,973-100%$99.2M———
Stifel Financial Corp
N/A—998,155-998,155-100%$87.7M———
Arax Advisory Partners
N/A—973,489-973,489-100%$85.6M———
IFC Advisors LLC
N/A—938,049-938,049-100%$82.5M———
Mariner, LLC
N/A—912,807-912,807-100%$80.2M———
Northwestern Mutual Wealth Management Co
N/A—889,770-889,770-100%$78.2M———
Cetera Investment Advisers
N/A—872,496-872,496-100%$76.7M———
JPMorgan Chase & Co
N/A—756,909-756,909-100%$65.5M———
Leavell Investment Management, Inc.
N/A—621,914-621,914-100%$54.7M———
Janney Montgomery Scott LLC
N/A—621,047-621,047-100%$54.6M———
Mars Jewett Financial Group, Inc.
N/A—554,130-554,130-100%$48.7M———
BTG Pactual Asset Management US LLC
N/A—515,749-515,749-100%$45.3M———
MML Investors Services, LLC
N/A—505,515-505,515-100%$44.4M———
Goldman Sachs Group Inc
N/A—486,456-486,456-100%$42.8M———
Beacon Pointe Advisors, LLC
N/A—469,236-469,236-100%$41.3M———
EP Wealth Advisors, LLC
N/A—411,595-411,595-100%$36.2M———
Blue Edge Capital, LLC
N/A—409,912-409,912-100%$36.0M———
Penserra Capital Management LLC
N/A—407,245-407,245-100%$35.8M———
BHK Investment Advisors, LLC
N/A—391,052-391,052-100%$34.4M———
Apriem Advisors
N/A—343,729-343,729-100%$30.2M———
Jones Financial Companies Lllp
N/A—343,479-343,479-100%$29.0M———
Wealthfront Advisers LLC
N/A—341,174-341,174-100%$30.0M———
Amara Financial, Llc.
N/A—316,007-316,007-100%$27.8M———
&partners
N/A—312,826-312,826-100%$27.6M———
Clarity Financial LLC
N/A—311,650-311,650-100%$27.4M———
Northern Trust Corp
N/A—286,950-286,950-100%$25.2M———
Zhang Financial LLC
N/A—269,582-269,582-100%$23.7M———
Victory Capital Management Inc
N/A—265,885-265,885-100%$23.4M———
Sanctuary Advisors, LLC
N/A—258,150-258,150-100%$22.7M———
ODonnell Financial Services, LLC
N/A—250,832-250,832-100%$22.1M———
Gateway Wealth Partners, LLC
N/A—245,744-245,744-100%$21.6M———
Kingsview Wealth Management, LLC
N/A—239,584-239,584-100%$21.1M———
IEQ Capital, LLC
N/A—237,816-237,816-100%$20.9M———
AQR Capital Management LLC
N/A—228,065-228,065-100%$20.0M———
Cresset Asset Management, LLC
N/A—216,008-216,008-100%$19.0M———
FMR LLC
N/A—210,114-210,114-100%$18.5M———
Foundations Investment Advisors, LLC
N/A—201,280-201,280-100%$17.7M———
Okabena Investment Services Inc
N/A—200,492-200,492-100%$17.6M———
Wealthspire Retirement, LLC
N/A—197,038-197,038-100%$17.3M———
BFC Planning, Inc.
N/A—192,356-192,356-100%$16.9M———
WealthShield Partners, LLC
N/A—189,435-189,435-100%$16.7M———
Stephens Inc
N/A—188,074-188,074-100%$16.5M———
Cascade Financial Partners, LLC
N/A—187,887-187,887-100%$16.5M———
Baird Financial Group, Inc.
N/A—186,602-186,602-100%$16.4M———
CIBC Bancorp USA Inc.
N/A—184,532-184,532-100%$16.1M———
Vestmark Advisory Solutions, Inc.
N/A—182,057-182,057-100%$16.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—159,458-159,458-100%$14.0M———
Waverly Advisors, LLC
N/A—156,140-156,140-100%$13.7M———
Focus Partners Wealth
N/A—153,239-153,239-100%$13.5M———
Ameritas Advisory Services, LLC
N/A—135,250-135,250-100%$11.9M———
Stratos Investment Management, LLC
N/A—133,753-133,753-100%$11.8M———
Harbour Investments, Inc.
N/A—132,912-132,912-100%$11.7M———
Clifford Group, LLC
N/A—132,415-132,415-100%$11.6M———
Darwin Wealth Management, LLC
N/A—130,172-130,172-100%$11.4M———
AE Wealth Management LLC
N/A—130,079-130,079-100%$11.4M———
Quantinno Capital Management LP
N/A—129,188-129,188-100%$11.4M———
Centaurus Financial, Inc.
N/A—127,559-127,559-100%$11.2M———
Resolute Advisors LLC
N/A—126,108-126,108-100%$11.1M———
Steward Partners Investment Advisory, LLC
N/A—121,873-121,873-100%$10.7M———
Bessemer Group Inc
N/A—113,265-113,265-100%$10.0M———
Morrissey Wealth Management, LLC
N/A—112,667-112,667-100%$10.6M———
Knightsbridge Asset Management, LLC
N/A—106,853-106,853-100%$9.4M———
Blair William & Co
N/A—106,666-106,666-100%$9.4M———
NewEdge Advisors, LLC
N/A—102,073-102,073-100%$9.0M———
Private Advisor Group, LLC
N/A—98,378-98,378-100%$8.6M———
Alexis Investment Partners, LLC
N/A—97,765-97,765-100%$8.5M———
Vanguard Advisers Inc
N/A—91,153-91,153-100%$8.0M———
Tower Research Capital LLC (TRC)
N/A—90,063-90,063-100%$7.9M———
Global Retirement Partners, LLC
N/A—90,009-90,009-100%$7.9M———
Focus Partners Advisor Solutions, LLC
N/A—88,161-88,161-100%$7.7M———
Stratos Wealth Partners, Ltd.
N/A—81,696-81,696-100%$7.2M———
Moneta Group Investment Advisors LLC
N/A—79,740-79,740-100%$7.0M———
Mathes Company, Inc.
N/A—79,150-79,150-100%$7.0M———
PCM Encore, LLC
N/A—76,663-76,663-100%$6.7M———
Checchi Capital Advisers, LLC
N/A—75,983-75,983-100%$6.7M———
Integrated Wealth Concepts LLC
N/A—72,332-72,332-100%$6.4M———
Kintra Wealth, LLC
N/A—72,122-72,122-100%$6.6M———
Virtu Financial LLC
N/A—68,880-68,880-100%$6.1M———
Mercer Global Advisors Inc
N/A—68,399-68,399-100%$6.0M———
Silver OAK Securities, Incorporated
N/A—67,235-67,235-100%$5.9M———
Cornerstone Financial Management LLC
N/A—66,353-66,353-100%$5.8M———
Schroder Investment Management Group
N/A—64,922-64,922-100%$5.6M———
Berger Financial Group, Inc
N/A—64,100-64,100-100%$5.6M———
Two Sigma Investments, LP
N/A—59,920-59,920-100%$5.3M———
Principal Securities, Inc.
N/A—58,685-58,685-100%$5.2M———
Insigneo Advisory Services, LLC
N/A—57,170-57,170-100%$5.0M———
Strategic Financial Partners, Ltd.
N/A—57,140-57,140-100%$5.0M———
D. E. Shaw & Co., Inc.
N/A—57,057-57,057-100%$5.0M———
Maridea Wealth Management LLC
N/A—55,667-55,667-100%$4.9M———
Bawa N Mallick Trust
N/A—55,020-55,020-100%$4.8M———
Three Bearings Fiduciary Advisors, Inc.
N/A—53,419-53,419-100%$4.7M———
Wealthspire Advisors, LLC
N/A—53,319-53,319-100%$4.7M———
Advisory Services Network, LLC
N/A—51,423-51,423-100%$4.5M———
Oxford Wealth Group, LLC
N/A—50,516-50,516-100%$4.4M———
Horizon Investment Services, LLC
N/A—50,488-50,488-100%$4.4M———
Forum Private Client Group LLC
N/A—49,277-49,277-100%$4.3M———
Savvy Advisors, Inc.
N/A—48,985-48,985-100%$4.3M———
HighPoint Advisor Group LLC
N/A—47,763-47,763-100%$4.2M———
United Capital Financial Advisors, LLC
N/A—47,512-47,512-100%$4.2M———
XTX Topco Ltd
N/A—47,394-47,394-100%$4.2M———
Silicon Valley Capital Partners
N/A—45,833-45,833-100%$4.0M———
Spirepoint Private Client, LLC
N/A—45,492-45,492-100%$4.0M———
GTS Securities LLC
N/A—43,269-43,269-100%$3.8M———
Ballentine Partners, LLC
N/A—43,180-43,180-100%$3.8M———
WNY Asset Management, LLC
N/A—42,535-42,535-100%$3.7M———
Sheridan Capital Management, LLC
N/A—41,720-41,720-100%$3.7M———
Hilltop Wealth Advisors, LLC
N/A—40,715-40,715-100%$3.6M———
Bank of Hawaii
N/A—40,149-40,149-100%$3.5M———
Kovack Advisors, Inc.
N/A—39,526-39,526-100%$3.5M———
Vanguard National Trust Co
N/A—39,415-39,415-100%$3.5M———
Francis Financial, Inc.
N/A—37,925-37,925-100%$3.3M———
Susquehanna International Group, LLP
N/A—36,726-36,726-100%$3.2M———
Pinnacle Financial Partners, Inc.
N/A—36,121-36,121-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—35,982-35,982-100%$3.2M———
MAI Capital Management
N/A—34,524-34,524-100%$3.0M———
Mutual Advisors, LLC
N/A—34,221-34,221-100%$3.0M———
Equitable Holdings, Inc.
N/A—34,016-34,016-100%$3.0M———
IHT Wealth Management, LLC
N/A—33,571-33,571-100%$3.0M———
NewEdge Wealth, LLC
N/A—33,323-33,323-100%$2.9M———
N.E.W. Advisory Services LLC
N/A—32,504-32,504-100%$2.9M———
Financial Life Planners
N/A—32,345-32,345-100%$2.8M———
Veridan Wealth LLC
N/A—31,982-31,982-100%$2.8M———
Main Street Financial Solutions, LLC
N/A—31,891-31,891-100%$2.8M———
Tidal Investments LLC
N/A—31,451-31,451-100%$2.8M———
M3 Advisory Group, LLC
N/A—30,774-30,774-100%$2.7M———
Dopkins Wealth Management, LLC
N/A—30,442-30,442-100%$2.7M———
RIK Saylor Financial, Inc.
N/A—30,025-30,025-100%$2.6M———
Avant Capital LLC
N/A—29,843-29,843-100%$2.6M———
Flow Traders U.S. LLC
N/A—28,711-28,711-100%$2.5M———
Continuum Advisory, LLC
N/A—28,589-28,589-100%$2.5M———
Ethos Financial Group, LLC
N/A—28,193-28,193-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—27,841-27,841-100%$2.4M———
RWA Wealth Partners, LLC
N/A—27,599-27,599-100%$2.4M———
Causey Wealth LLC
N/A—27,553-27,553-100%$2.4M———
Carr Financial Group Corp
N/A—26,932-26,932-100%$2.4M———
Kera Capital Partners, Inc.
N/A—26,437-26,437-100%$2.3M———
Argent Trust Co
N/A—25,885-25,885-100%$2.3M———
Financial Engines Advisors L.L.C.
N/A—25,426-25,426-100%$2.2M———
Summitry LLC
N/A—25,302-25,302-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—24,064-24,064-100%$2.1M———
Garden State Investment Advisory Services LLC
N/A—24,030-24,030-100%$2.1M———
Natixis Advisors, LLC
N/A—23,776-23,776-100%$2.1M———
Owen LaRue, LLC
N/A—23,713-23,713-100%$2.1M———
Sovereign Financial Group, Inc.
N/A—23,330-23,330-100%$2.1M———
Keystone Financial Group
N/A—23,265-23,265-100%$2.0M———
Clark Capital Management Group, Inc.
N/A—23,222-23,222-100%$2.0M———
RFP Financial Group LLC
N/A—23,212-23,212-100%$2.0M———
Western Wealth Management, LLC
N/A—22,891-22,891-100%$2.0M———
Brown Advisory Inc
N/A—21,994-21,994-100%$1.9M———
Advisory Alpha, LLC
N/A—21,398-21,398-100%$1.9M———
Westbourne Investments, Inc.
N/A—21,125-21,125-100%$1.9M———
Wellspring Financial Advisors, LLC
N/A—21,108-21,108-100%$1.9M———
Capital Group Private Client Services, Inc.
N/A—20,898-20,898-100%$1.8M———
SCS Capital Management LLC
N/A—20,608-20,608-100%$1.8M———
Strategic Investment Solutions, Inc.
N/A—20,532-20,532-100%$1.8M———
Jaffetilchin Investment Partners, LLC
N/A—20,492-20,492-100%$1.8M———
Fischer Investment Strategies, LLC
N/A—20,373-20,373-100%$1.8M———
Mosaic Advisors LLC
N/A—20,366-20,366-100%$1.8M———
Flatrock Wealth Partners LLC
N/A—20,175-20,175-100%$1.8M———
Nwam LLC
N/A—20,081-20,081-100%$1.8M———
Oxbow Advisors, LLC
N/A—19,600-19,600-100%$1.7M———
Balanced Rock Investment Advisors LLC
N/A—19,462-19,462-100%$1.7M———
Betterment LLC
N/A—19,365-19,365-100%$1.7M———
American Trust
N/A—19,143-19,143-100%$1.7M———
AlTi Global, Inc.
N/A—19,060-19,060-100%$1.7M———
Geneos Wealth Management Inc.
N/A—18,794-18,794-100%$1.7M———
Pathstone Holdings, LLC
N/A—18,747-18,747-100%$1.6M———
Florida Financial Advisors, LLC
N/A—18,528-18,528-100%$1.6M———
Thoroughbred Financial Services, LLC
N/A—18,505-18,505-100%$1.6M———
Nicolet Bankshares Inc
N/A—18,433-18,433-100%$1.6M———
Belpointe Asset Management LLC
N/A—18,283-18,283-100%$1.6M———
Choate Investment Advisors
N/A—17,988-17,988-100%$1.6M———
Fort Sheridan Advisors LLC
N/A—17,271-17,271-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—17,225-17,225-100%$1.5M———
Hershey Financial Advisers, LLC
N/A—17,132-17,132-100%$1.5M———
VSM Wealth Advisory, LLC
N/A—16,919-16,919-100%$1.5M———
Vanguard Personalized Indexing Management, LLC
N/A—16,651-16,651-100%$1.5M———
WCG Wealth Advisors LLC
N/A—16,607-16,607-100%$1.5M———
One Capital Management, LLC
N/A—15,899-15,899-100%$5.8M———
Hollencrest Capital Management
N/A—15,850-15,850-100%$1.4M———
Graney & King, LLC
N/A—15,714-15,714-100%$1.4M———
BlackRock, Inc.
N/A—15,687-15,687-100%$1.4M———
Legacy Wealth Managment, LLC
N/A—15,658-15,658-100%$1.4M———
Jump Financial, LLC
N/A—14,873-14,873-100%$1.3M———
Pennington Partners & Co., LLC
N/A—14,515-14,515-100%$1.3M———
Prosperity Consulting Group, LLC
N/A—14,375-14,375-100%$1.3M———
CreativeOne Wealth, LLC
N/A—14,122-14,122-100%$1.2M———
J. M. Brown & Associates Inc.
N/A—13,933-13,933-100%$1.2M———
Essex Financial Services, Inc.
N/A—13,925-13,925-100%$1.2M———
Jane Street Group, LLC
N/A—13,903-13,903-100%$1.2M———
Estate Counselors, LLC
N/A—13,870-13,870-100%$1.2M———
Snowden Capital Advisors LLC
N/A—13,771-13,771-100%$1.2M———
First Trust Advisors LP
N/A—13,543-13,543-100%$1.2M———
Summit Financial, LLC
N/A—13,505-13,505-100%$1.2M———
Brown Brothers Harriman & Co
N/A—13,335-13,335-100%$1.2M———
Charles Schwab Investment Management Inc
N/A—12,891-12,891-100%$1.1M———
Modern Wealth Management, LLC
N/A—12,698-12,698-100%$1.1M———
Bank of Montreal
N/A—12,670-12,670-100%$1.1M———
Wescott Financial Advisory Group, LLC
N/A—12,341-12,341-100%$1.1M———
Calton & Associates, Inc.
N/A—12,187-12,187-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—12,091-12,091-100%$1.1M———
World Investment Advisors
N/A—11,749-11,749-100%$3.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—11,742-11,742-100%$1.0M———
Huntington National Bank
N/A—11,620-11,620-100%$1.0M———
Prestige Wealth Management Group LLC
N/A—11,500-11,500-100%$1.0M———
Cary Street Partners Financial LLC
N/A—11,227-11,227-100%$986.9K———
Qube Research & Technologies Ltd
N/A—11,009-11,009-100%$967.8K———
Resurgent Financial Advisors LLC
N/A—10,973-10,973-100%$964.6K———
Aptus Capital Advisors, LLC
N/A—10,815-10,815-100%$950.7K———
QRG Capital Management, Inc.
N/A—10,146-10,146-100%$891.9K———
PFG Investments, LLC
N/A—10,003-10,003-100%$879.3K———
Quent Capital, LLC
N/A—9,787-9,787-100%$860.3K———
DiPaolo Financial Group, Inc.
N/A—9,760-9,760-100%$858.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,699-9,699-100%$852.6K———
Avalon Trust Co
N/A—9,500-9,500-100%$835.1K———
FAS Wealth Partners, Inc.
N/A—9,475-9,475-100%$832.9K———
Serenus Wealth Advisors, LLC
N/A—9,365-9,365-100%$823.3K———
UBS Asset Management Americas LLC
N/A—9,063-9,063-100%$796.7K———
O'shaughnessy Asset Management, LLC
N/A—9,050-9,050-100%$795.6K———
Johnson Investment Counsel Inc
N/A—8,986-8,986-100%$790.0K———
Westmount Partners, LLC
N/A—8,906-8,906-100%$782.9K———
CVA Family Office, LLC
N/A—8,890-8,890-100%$781.5K———
Synergy Investment Management, LLC
N/A—8,880-8,880-100%$780.6K———
Nuveen, LLC
N/A—8,628-8,628-100%$758.5K———
Sequoia Financial Advisors, LLC
N/A—8,525-8,525-100%$749.5K———
OneDigital Investment Advisors LLC
N/A—8,505-8,505-100%$747.7K———
Measured Wealth Private Client Group, LLC
N/A—8,249-8,249-100%$725.2K———
Mpwm Advisory Solutions, LLC
N/A—8,030-8,030-100%$705.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,970-7,970-100%$700.6K———
Pacific Point Advisors, LLC
N/A—7,880-7,880-100%$692.7K———
Smith, Moore & Co.
N/A—7,795-7,795-100%$685.2K———
Marex Group Ltd
N/A—7,762-7,762-100%$682.4K———
Citadel Advisors LLC
N/A—7,709-7,709-100%$677.7K———
Berkshire Asset Management LLC
N/A—7,653-7,653-100%$672.8K———
Gotham Asset Management, LLC
N/A—7,640-7,640-100%$671.6K———
Cozad Asset Management Inc
N/A—7,490-7,490-100%$658.4K———
Carroll Investors, Inc
N/A—7,435-7,435-100%$653.6K———
Iconiq Capital, LLC
N/A—7,295-7,295-100%$641.3K———
Regal Investment Advisors LLC
N/A—7,292-7,292-100%$641.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,265-7,265-100%$638.7K———
Commerce Bank
N/A—7,250-7,250-100%$637.3K———
Cvfg LLC
N/A—7,210-7,210-100%$633.8K———
Quotient Wealth Partners, LLC
N/A—7,131-7,131-100%$626.9K———
Two Sigma Securities, LLC
N/A—7,083-7,083-100%$622.7K———
Simmons Bank
N/A—7,000-7,000-100%$615.4K———
Fortis Capital Advisors, LLC
N/A—6,795-6,795-100%$597.3K———
Roundview Capital LLC
N/A—6,757-6,757-100%$594.0K———
Perennial Investment Advisors, LLC
N/A—6,581-6,581-100%$578.5K———
Advisors Capital Management, LLC
N/A—6,505-6,505-100%$571.9K———
Alongside, LLC
N/A—6,498-6,498-100%$571.3K———
49 Wealth Management, LLC
N/A—6,498-6,498-100%$571.3K———
Atomic Invest LLC
N/A—6,458-6,458-100%$558.4K———
Cloud Capital Management, LLC
N/A—6,445-6,445-100%$566.0K———
Howe & Rusling Inc
N/A—6,327-6,327-100%$556.2K———
Rothschild Wealth LLC
N/A—6,306-6,306-100%$554.3K———
NFC Investments, LLC
N/A—6,300-6,300-100%$554.0K———
Xcelsior Advisor Partners LLC
N/A—6,190-6,190-100%$544.2K———
SOA Wealth Advisors, Llc.
N/A—6,187-6,187-100%$543.9K———
KEB Asset Management, LLC
N/A—6,175-6,175-100%$542.8K———
CIBC World Market Inc.
N/A—6,084-6,084-100%$534.8K———
Pitcairn Wealth Advisors LLC
N/A—6,005-6,005-100%$527.9K———
Pettyjohn, Wood & White, Inc
N/A—5,935-5,935-100%$521.7K———
Balyasny Asset Management L.P.
N/A—5,870-5,870-100%$516.0K———
Trevian Wealth Management LLC
N/A—5,850-5,850-100%$514.3K———
Envestnet Portfolio Solutions, Inc.
N/A—5,665-5,665-100%$498.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,665-5,665-100%$498.0K———
Peapack Gladstone Financial Corp
N/A—5,600-5,600-100%$492.0K———
Peak Retirement Planning, Inc.
N/A—5,588-5,588-100%$491.3K———
Orion Porfolio Solutions, LLC
N/A—5,468-5,468-100%$480.7K———
National Bank of Canada
N/A—5,415-5,415-100%$476.0K———
NorthRock Partners, LLC
N/A—5,397-5,397-100%$474.4K———
Pure Financial Advisors, LLC
N/A—5,392-5,392-100%$474.0K———
Intellus Advisors LLC
N/A—5,320-5,320-100%$467.7K———
Barnett & Company, Inc.
N/A—5,298-5,298-100%$465.7K———
Icon Wealth Advisors, LLC
N/A—5,227-5,227-100%$459.5K———
Dakota Wealth Management
N/A—5,183-5,183-100%$455.6K———
Baldwin Investment Management, LLC
N/A—5,175-5,175-100%$454.9K———
Toews Corp
N/A—5,121-5,121-100%$450.2K———
Franklin Resources Inc
N/A—5,115-5,115-100%$449.7K———
Monograph Wealth Advisors, LLC
N/A—5,085-5,085-100%$447.0K———
Planning Directions Inc
N/A—5,060-5,060-100%$444.8K———
Alliancebernstein L.P.
N/A—4,910-4,910-100%$1.8M———
Sequent Planning LLC
N/A—4,902-4,902-100%$431.0K———
First Financial Bankshares Inc
N/A—4,765-4,765-100%$418.9K———
MWA Asset Management
N/A—4,700-4,700-100%$413.2K———
SEI Investments Co
N/A—4,609-4,609-100%$405.2K———
ST Germain D J Co Inc
N/A—4,590-4,590-100%$403.5K———
Blom & Howell Financial Planning, Inc.
N/A—4,564-4,564-100%$401.2K———
FLP Wealth Management, LLC
N/A—4,396-4,396-100%$386.5K———
M&T Bank Corp
N/A—4,395-4,395-100%$386.4K———
Range Advisory, LLC
N/A—4,379-4,379-100%$385.0K———
Maimon Wealth Management Ltd.
N/A—4,365-4,365-100%$383.7K———
Clarion Wealth Managment Partners, LLC
N/A—4,338-4,338-100%$381.4K———
Anchor Investment Management, LLC
N/A—4,300-4,300-100%$378.0K———
IFG Advisory, LLC
N/A—4,285-4,285-100%$376.7K———
GeoWealth Management, LLC
N/A—4,285-4,285-100%$376.7K———
Advyzon Investment Management, LLC
N/A—4,210-4,210-100%$370.1K———
Composition Wealth, LLC
N/A—4,200-4,200-100%$369.2K———
TFR Capital, Llc.
N/A—4,197-4,197-100%$369.0K———
JMG Financial Group, Ltd.
N/A—4,130-4,130-100%$363.1K———
Dunhill Financial, LLC
N/A—4,076-4,076-100%$358.3K———
Caprock Group, LLC
N/A—4,052-4,052-100%$356.3K———
Bouchey Financial Group, Ltd.
N/A—4,020-4,020-100%$353.4K———
Financial Alternatives, Inc
N/A—4,015-4,015-100%$353.0K———
Empower Advisory Group, LLC
N/A—4,000-4,000-100%$351.6K———
Piedmont Capital Management, LLC
N/A—3,960-3,960-100%$348.7K———
Tulsa Wealth Advisors, Inc
N/A—3,955-3,955-100%$347.7K———
Stratos Wealth Advisors, LLC
N/A—3,925-3,925-100%$345.0K———
Freestone Capital Holdings, LLC
N/A—3,920-3,920-100%$344.6K———
Liberty Wealth Management LLC
N/A—3,881-3,881-100%$1.4M———
MidFirst Bank
N/A—3,880-3,880-100%$341.1K———
Fortress Private Ledger, LLC
N/A—3,853-3,853-100%$338.7K———
Benjamin Edwards Inc
N/A—3,840-3,840-100%$337.6K———
Zacks Investment Management
N/A—3,838-3,838-100%$337.4K———
Sollinda Capital Management LLC
N/A—3,820-3,820-100%$335.8K———
OneAscent Financial Services LLC
N/A—3,750-3,750-100%$329.7K———
HM Payson & Co
N/A—3,680-3,680-100%$323.5K———
FreeGulliver LLC
N/A—3,670-3,670-100%$322.6K———
Brio Consultants, LLC
N/A—3,633-3,633-100%$319.4K———
Ameriflex Group, Inc.
N/A—3,610-3,610-100%$317.4K———
Pgim Custom Harvest LLC
N/A—3,323-3,323-100%$292.1K———
Seven Springs Wealth Group, LLC
N/A—3,285-3,285-100%$288.8K———
Saiph Capital, LLC
N/A—3,275-3,275-100%$287.9K———
Emissary Wealth LLC
N/A—3,260-3,260-100%$286.6K———
Bridgewater Advisors Inc.
N/A—3,250-3,250-100%$286.8K———
Liberty Square Wealth Partners LLC
N/A—3,241-3,241-100%$285.0K———
German American Bancorp, Inc.
N/A—3,210-3,210-100%$282.2K———
Madison Wealth Partners, Inc
N/A—3,185-3,185-100%$280.0K———
Steffes Financial, Ltd.
N/A—3,175-3,175-100%$279.1K———
BNP Paribas Financial Markets
N/A—3,119-3,119-100%$274.2K———
Ponta Wealth Partners, LLC
N/A—3,105-3,105-100%$273.0K———
Kerr Financial Planning Corp
N/A—3,072-3,072-100%$270.0K———
Trivium Point Advisory, LLC
N/A—3,030-3,030-100%$266.4K———
SHP Wealth Management
N/A—2,991-2,991-100%$262.9K———
Copia Wealth Management
N/A—2,990-2,990-100%$262.9K———
Smithfield Trust Co
N/A—2,960-2,960-100%$262.0K———
Financial Advisors Network, Inc.
N/A—2,950-2,950-100%$259.4K———
Arkadios Wealth Advisors
N/A—2,926-2,926-100%$257.3K———
Yarger Wealth Strategies, LLC
N/A—2,909-2,909-100%$259.1K———
SouthState Bank Corp
N/A—2,885-2,885-100%$253.6K———
Prospect Financial Services LLC
N/A—2,842-2,842-100%$249.8K———
Swisher Financial Concepts, Inc.
N/A—2,792-2,792-100%$245.4K———
Monetary Management Group Inc
N/A—2,745-2,745-100%$241.3K———
One Wealth Management Investment & Advisory Services, LLC
N/A—2,705-2,705-100%$237.8K———
Invesco Ltd.
N/A—2,702-2,702-100%$237.6K———
Bluespring Wealth Management, LLC
N/A—2,695-2,695-100%$236.9K———
Faithward Advisors, LLC
N/A—2,674-2,674-100%$235.1K———
Valley Financial Group, Inc.
N/A—2,640-2,640-100%$232.1K———
Truepoint, Inc.
N/A—2,616-2,616-100%$230.0K———
SageView Advisory Group, LLC
N/A—2,520-2,520-100%$221.6K———
IFS Group,LLC
N/A—2,450-2,450-100%$215.4K———
Jackson Wealth Management, LLC
N/A—2,410-2,410-100%$212.0K———
Investment Advisory Services Group LLC
N/A—2,392-2,392-100%$210.3K———
Chesapeake Wealth Management
N/A—2,325-2,325-100%$204.4K———
Spectrum Investment Advisors, Inc.
N/A—2,315-2,315-100%$203.5K———
LWM Advisory Services, LLC
N/A—2,302-2,302-100%$202.4K———
Vision Retirement, LLC
N/A—2,225-2,225-100%$195.6K———
Orion Capital Management LLC
N/A—2,089-2,089-100%$183.6K———
Capital Analysts, LLC
N/A—1,771-1,771-100%$156.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,735-1,735-100%$152.5K———
Retirement Income Solutions, Inc
N/A—1,723-1,723-100%$633.1K———
Fiduciary Financial Advisors
N/A—1,708-1,708-100%$150.2K———
Atlantic Union Bankshares Corp
N/A—1,456-1,456-100%$128.0K———
Quantbot Technologies LP
N/A—1,452-1,452-100%$127.6K———
Keating Financial Advisory Services, Inc.
N/A—1,415-1,415-100%$124.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,375-1,375-100%$120.9K———
Wellington-Altus USA Inc.
N/A—1,342-1,342-100%$493.1K———
Chesapeake Asset Management LLC
N/A—1,250-1,250-100%$109.9K———
Transamerica Financial Advisors, LLC
N/A—1,236-1,236-100%$108.7K———
Truvestments Capital LLC
N/A—1,100-1,100-100%$96.7K———
Bogart Wealth, LLC
N/A—1,100-1,100-100%$96.7K———
Allianz SE
N/A—1,080-1,080-100%$94.9K———
Tanglewood Legacy Advisors, LLC
N/A—1,000-1,000-100%$87.9K———
Napier Financial, LLC
N/A—831-831-100%$73.1K———
Nalls Sherbakoff Group, LLC
N/A—750-750-100%$65.9K———
Sankala Group LLC
N/A—659-659-100%$58.8K———
Rice Partnership, LLC
N/A—646-646-100%$56.8K———
Cardiff Park Advisors, LLC
N/A—631-631-100%$55.4K———
Dover Advisors, LLC
N/A—615-615-100%$253.9K———
EFG International AG
N/A—600-600-100%$52.7K———
Aventura Private Wealth, LLC
N/A—585-585-100%$51.4K———
Leo H. Evart, Inc.
N/A—516-516-100%$45.4K———
Anchor Bay Capital, Inc.
N/A—500-500-100%$45.3K———
Rothschild Investment LLC
N/A—500-500-100%$44.0K———
Strategic Wealth Partners, Ltd.
N/A—495-495-100%$43.6K———
Glen Eagle Advisors, LLC
N/A—490-490-100%$43.1K———
Ancora Advisors LLCA
N/A—483-483-100%$42.4K———
Seneschal Advisors, LLC
N/A—480-480-100%$42.2K———
Hantz Financial Services, Inc.
N/A—451-451-100%$40.0K———
Federation des caisses Desjardins du Quebec
N/A—400-400-100%$35.1K———
Tiaa Wealth Investment Management LLC
N/A—350-350-100%$30.3K———
Medallion Wealth Advisors, LLC
N/A—300-300-100%$26.4K———
Crews Bank & Trust
N/A—284-284-100%$25.0K———
New Republic Capital, LLC
N/A—280-280-100%$24.6K———
Smartleaf Asset Management LLC
N/A—279-279-100%$24.1K———
Field & Main Bank
N/A—250-250-100%$22.0K———
Financial Gravity Companies, Inc.
N/A—180-180-100%$15.8K———
Colonial Trust Co / SC
N/A—150-150-100%$13.2K———
Ogorek Anthony Joseph
N/A—149-149-100%$13.0K———
Highland Investment Advisors LLC
N/A—130-130-100%$11.4K———
Alerus Financial NA
N/A—130-130-100%$11.4K———
Mcguire Capital Advisors Inc
N/A—60-60-100%$5.3K———
Longview Financial Advisors LLC
N/A—50-50-100%$4.4K———
PIN OAK Investment Advisors Inc
N/A—40-40-100%$4———
Roble, Belko & Company, Inc
N/A—10-10-100%$1———
Showing 1086 of 1086 institutions