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Vanguard Intermediate-Term B (BIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
True Link Financial Advisors, LLC
INCREASED
Shares5,985,616 from 5,706,056
Change+279,560 (+5%)
Value$436.1M (-$1.5M)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares5,359,152 from 5,360,448
Change-1,296 (0%)
Value$390.5M (-$20.7M)
Filed 2026-11-06
Retirement Investment Advisors, Inc.
INCREASED
Shares1,982,075 from 1,825,373
Change+156,702 (+9%)
Value$144.4M (+$6.2M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares1,837,343 from 1,371,285
Change+466,058 (+34%)
Value$133.9M (+$28.7M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,553,092 from 1,526,858
Change+26,234 (+2%)
Value$113.2M (-$4.0M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,368,587 from 1,471,769
Change-103,182 (-7%)
Value$99.7M (-$13.2M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares1,355,844 from 1,263,804
Change+92,040 (+7%)
Value$98.8M (+$1.9M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares1,311,947 from 1,346,530
Change-34,583 (-3%)
Value$95.6M (-$7.7M)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares1,275,891 from 1,050,510
Change+225,381 (+21%)
Value$93.0M (+$12.4M)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares1,268,129 from 1,630,105
Change-361,976 (-22%)
Value$92.4M (-$32.6M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares1,221,581 from 1,207,949
Change+13,632 (+1%)
Value$89.0M (-$3.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,063,631 from 1,105,158
Change-41,527 (-4%)
Value$77.5K (-$84.7M)
Filed 2026-11-02
Family Investment Center, Inc.
DECREASED
Shares1,014,673 from 1,038,714
Change-24,041 (-2%)
Value$73.9M (-$5.7M)
Filed 2026-10-19
Allied Investment Advisors, LLC
INCREASED
Shares896,849 from 155,473
Change+741,376 (+477%)
Value$65.3M (+$53.4M)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares884,674 from 818,448
Change+66,226 (+8%)
Value$64.5M (+$1.7M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares877,832 from 1,014,569
Change-136,737 (-13%)
Value$64.1M (-$13.1M)
Filed 2026-10-13
Sage Financial Management Group, Inc.
INCREASED
Shares777,603 from 711,661
Change+65,942 (+9%)
Value$56.7M (+$2.1M)
Filed 2026-11-06
Cannon Financial Strategists, Inc.
INCREASED
Shares746,972 from 696,561
Change+50,411 (+7%)
Value$54.4M (+$998.2K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
INCREASED
Shares743,629 from 730,608
Change+13,021 (+2%)
Value$54.2M (-$1.9M)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares720,389 from 706,952
Change+13,437 (+2%)
Value$52.5M (-$1.7M)
Filed 2026-10-29
Scott Capital Advisors, LLC
INCREASED
Shares705,655 from 677,229
Change+28,426 (+4%)
Value$51.4M (-$585.9K)
Filed 2026-10-13
BCM Advisors, LLC
DECREASED
Shares684,542 from 1,267,115
Change-582,573 (-46%)
Value$50.9M (-$44.8M)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
INCREASED
Shares667,723 from 583,191
Change+84,532 (+14%)
Value$48.7M (+$3.9M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares661,375 from 729,038
Change-67,663 (-9%)
Value$48.2M (-$7.7M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares641,622 from 575,881
Change+65,741 (+11%)
Value$46.7M (+$2.6M)
Filed 2026-11-04
LVW Advisors, LLC
INCREASED
Shares622,152 from 494,779
Change+127,373 (+26%)
Value$45.3M (+$7.4M)
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares564,947 from 543,846
Change+21,101 (+4%)
Value$41.2M (-$551.0K)
Filed 2026-11-06
Pinkerton Wealth, LLC
INCREASED
Shares563,665 from 515,159
Change+48,506 (+9%)
Value$41.1M (+$1.3M)
Filed 2026-10-29
True Freedom Investing, LLC
INCREASED
Shares546,227 from 496,303
Change+49,924 (+10%)
Value$39.8M (+$1.5M)
Filed 2026-10-29
BetterWealth, LLC
INCREASED
Shares544,736 from 521,246
Change+23,490 (+5%)
Value$39.7M (-$290.1K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares538,247 from 387,752
Change+150,495 (+39%)
Value$39.2M (+$9.5M)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares534,376 from 523,378
Change+10,998 (+2%)
Value$38.9M (-$1.2M)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares532,552 from 501,701
Change+30,851 (+6%)
Value$38.8K (-$38.4M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares512,588 from 488,716
Change+23,872 (+5%)
Value$37.3M (-$138.1K)
Filed 2026-10-08
Cornerstone Planning Group LLC
DECREASED
Shares511,983 from 609,041
Change-97,058 (-16%)
Value$37.3M (-$8.7M)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares499,862 from 523,833
Change-23,971 (-5%)
Value$36.4M (-$3.8M)
Filed 2026-10-22
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares498,050 from 488,980
Change+9,070 (+2%)
Value$36.3M (-$1.2M)
Filed 2026-10-30
Gordian Advisors LLC
INCREASED
Shares470,156 from 451,880
Change+18,276 (+4%)
Value$34.3M (-$403.6K)
Filed 2026-10-30
Brighton Securities Corp.
INCREASED
Shares464,181 from 443,456
Change+20,725 (+5%)
Value$33.8M (-$192.9K)
Filed 2026-10-08
Greenup Street Wealth Management LLC
INCREASED
Shares460,436 from 418,756
Change+41,680 (+10%)
Value$33.5M (+$1.4M)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares454,475 from 445,048
Change+9,427 (+2%)
Value$33.1M (-$1.0M)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares440,071 from 116,733
Change+323,338 (+277%)
Value$32.1M (+$23.1M)
Filed 2026-10-21
Southern Michigan Bank & Trust
INCREASED
Shares437,396 from 433,842
Change+3,554 (+1%)
Value$31.9M (-$1.4M)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED
Shares416,118 from 417,009
Change-891 (0%)
Value$30.3M (-$1.7M)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares413,823 from 415,253
Change-1,430 (0%)
Value$30.2M (-$1.7M)
Filed 2026-10-20
Ballentine Capital Advisors, Inc
INCREASED
Shares412,156 from 403,995
Change+8,161 (+2%)
Value$30.0M (-$956.7K)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares411,436 from 388,428
Change+23,008 (+6%)
Value$30.0M (+$184.8K)
Filed 2026-10-20
Compass Planning Associates Inc
INCREASED
Shares405,761 from 390,104
Change+15,657 (+4%)
Value$29.6M (-$357.3K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares400,160 from 184,804
Change+215,356 (+117%)
Value$29.2M (+$15.0M)
Filed 2026-10-23
Austin Asset Management Co Inc
INCREASED
Shares394,166 from 356,896
Change+37,270 (+10%)
Value$28.7M (+$1.3M)
Filed 2026-10-29
Fonville Wealth Management LLC
INCREASED
Shares384,642 from 325,750
Change+58,892 (+18%)
Value$28.0M (+$3.0M)
Filed 2026-10-28
Hoge Financial Services, LLC
INCREASED
Shares384,438 from 365,539
Change+18,899 (+5%)
Value$28.0M (-$26.7K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares381,036 from 409,973
Change-28,937 (-7%)
Value$27.8M (-$3.7M)
Filed 2026-10-28
Everhart Financial Group, Inc.
DECREASED
Shares368,484 from 381,781
Change-13,297 (-3%)
Value$26.8M (-$2.4M)
Filed 2026-10-08
ForthRight Wealth Management, LLC
INCREASED
Shares347,241 from 332,229
Change+15,012 (+5%)
Value$25.3M (-$182.0K)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares337,227 from 353,353
Change-16,126 (-5%)
Value$24.6K (-$27.1M)
Filed 2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares333,805 from 394,939
Change-61,134 (-15%)
Value$24.3M (-$6.0M)
Filed 2026-11-03
Rosenberg Matthew Hamilton
DECREASED
Shares333,614 from 337,688
Change-4,074 (-1%)
Value$24.3M (-$1.6M)
Filed 2026-10-05
Acorn Creek Capital LLC
DECREASED
Shares324,940 from 388,216
Change-63,276 (-16%)
Value$23.7M (-$6.1M)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares306,347 from 280,084
Change+26,263 (+9%)
Value$22.3M (+$838.0K)
Filed 2026-10-19
Brewster Financial Planning LLC
INCREASED
Shares302,532 from 291,009
Change+11,523 (+4%)
Value$22.0M (-$277.9K)
Filed 2026-10-13
First Merchants Corp
INCREASED
Shares302,029 from 291,886
Change+10,143 (+3%)
Value$22.0M (-$381.8K)
Filed 2026-10-15
Human Investing LLC
INCREASED
Shares292,329 from 264,084
Change+28,245 (+11%)
Value$21.3M (+$1.0M)
Filed 2026-10-19
Principal Financial Group Inc
DECREASED
Shares282,651 from 293,570
Change-10,919 (-4%)
Value$20.6M (-$1.9M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares281,608 from 282,994
Change-1,386 (0%)
Value$20.5M (-$1.2M)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares276,414 from 264,305
Change+12,109 (+5%)
Value$20.1M (-$132.7K)
Filed 2026-10-27
Darrow Company, Inc.
INCREASED
Shares268,074 from 248,701
Change+19,373 (+8%)
Value$19.5M (+$455.9K)
Filed 2026-10-22
MBA Advisors LLC
INCREASED
Shares265,230 from 250,000
Change+15,230 (+6%)
Value$19.3M (+$149.7K)
Filed 2026-10-29
Beacon Capital Management, Inc.
DECREASED
Shares259,480 from 521,466
Change-261,986 (-50%)
Value$18.9M (-$21.1M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares252,397 from 196,419
Change+55,978 (+29%)
Value$18.4M (+$3.3M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares252,170 from 245,428
Change+6,742 (+3%)
Value$18.4M (-$451.2K)
Filed 2026-11-04
San Luis Wealth Advisors LLC
INCREASED
Shares250,760 from 127,851
Change+122,909 (+96%)
Value$18.3M (+$8.5M)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares241,997 from 47,470
Change+194,527 (+410%)
Value$17.6M (+$14.0M)
Filed 2026-10-30
Cambridge Capital Management, LLC
INCREASED
Shares241,607 from 230,140
Change+11,467 (+5%)
Value$17.6M (-$48.3K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares237,607 from 248,838
Change-11,231 (-5%)
Value$17.3M (-$1.8M)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares235,555 from 298,924
Change-63,369 (-21%)
Value$17.2M (-$5.8M)
Filed 2026-10-08
Boyd Wealth Management, LLC
INCREASED
Shares228,490 from 216,088
Change+12,402 (+6%)
Value$16.6M (+$73.8K)
Filed 2026-10-20
Neumann Capital Management, LLC
INCREASED
Shares224,711 from 218,277
Change+6,434 (+3%)
Value$16.4M (-$369.4K)
Filed 2026-10-15
NewSquare Capital LLC
INCREASED
Shares223,096 from 212,430
Change+10,666 (+5%)
Value$16.3M (-$38.6K)
Filed 2026-11-06
Bokf, NA
INCREASED
Shares220,509 from 210,903
Change+9,606 (+5%)
Value$16.1M (-$110.0K)
Filed 2026-10-27
Fiduciary Financial Group, LLC
INCREASED
Shares218,575 from 205,798
Change+12,777 (+6%)
Value$15.9M (+$140.7K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares215,699 from 205,667
Change+10,032 (+5%)
Value$15.7M (-$58.9K)
Filed 2026-10-14
Associated Banc-Corp
INCREASED
Shares206,874 from 194,879
Change+11,995 (+6%)
Value$15.1M (+$125.6K)
Filed 2026-10-30
Apella Capital, LLC
DECREASED
Shares200,243 from 200,425
Change-182 (0%)
Value$14.6M (-$678.6K)
Filed 2026-10-08
Vertrix Wealth Management, LLC
INCREASED
Shares199,160 from 195,820
Change+3,340 (+2%)
Value$14.5M (-$508.6K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares199,050 from 186,067
Change+12,983 (+7%)
Value$15.3M (+$995.7K)
Filed 2026-11-06
Montecito Bank & Trust
DECREASED
Shares195,276 from 197,632
Change-2,356 (-1%)
Value$14.2M (-$930.6K)
Filed 2026-10-01
Mach-1 Financial Group, LLC
INCREASED
Shares192,900 from 175,441
Change+17,459 (+10%)
Value$14.1M (+$598.4K)
Filed 2026-11-06
FC Advisory LLC
INCREASED
Shares191,307 from 180,561
Change+10,746 (+6%)
Value$13.9M (+$89.6K)
Filed 2026-10-05
City State Bank
DECREASED
Shares187,772 from 188,143
Change-371 (0%)
Value$13.7M (-$749.5K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares184,222 from 191,950
Change-7,728 (-4%)
Value$13.4M (-$1.3M)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares183,124 from 181,259
Change+1,865 (+1%)
Value$13.3M (-$560.2K)
Filed 2026-11-04
Frankly Finances, LLC
INCREASED
Shares177,576 from 168,951
Change+8,625 (+5%)
Value$12.9M (-$20.4K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares171,886 from 74,183
Change+97,703 (+132%)
Value$12.5M (+$6.8M)
Filed 2026-10-16
Nisa Investment Advisors, LLC
DECREASED
Shares171,399 from 181,092
Change-9,693 (-5%)
Value$12.5M (-$1.4M)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares169,201 from 168,117
Change+1,084 (+1%)
Value$12.3M (-$566.6K)
Filed 2026-10-08
Mustard Seed Financial, LLC
INCREASED
Shares167,068 from 156,050
Change+11,018 (+7%)
Value$12.2M (+$203.5K)
Filed 2026-10-30
Integrity Advisory Solutions, LLC
INCREASED
Shares166,332 from 144,969
Change+21,363 (+15%)
Value$12.1M (+$999.9K)
Filed 2026-10-29
Retirement Planning Group, LLC
INCREASED
Shares164,484 from 153,297
Change+11,187 (+7%)
Value$12.0M (+$226.5K)
Filed 2026-10-19
Equity Wealth Partners, LLC
INCREASED
Shares162,000 from 141,723
Change+20,277 (+14%)
Value$11.8M (+$933.2K)
Filed 2026-10-26
Sterling Financial Planning, Inc.
INCREASED
Shares161,978 from 153,913
Change+8,065 (+5%)
Value$11.8M (-$3.4K)
Filed 2026-10-28
Keudell ison Wealth Management
INCREASED
Shares159,401 from 8,593
Change+150,808 (+1755%)
Value$11.6M (+$11.0M)
Filed 2026-10-16
Clarity Wealth Advisors, LLC
INCREASED
Shares157,781 from 155,914
Change+1,867 (+1%)
Value$11.5M (-$462.7K)
Filed 2026-10-21
Stephenson & Company, Inc.
DECREASED
Shares154,161 from 155,421
Change-1,260 (-1%)
Value$11.2M (-$688.6K)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares154,084 from 148,697
Change+5,387 (+4%)
Value$11.2M (-$172.0K)
Filed 2026-10-23
Hurlow Wealth Management Group, Inc.
INCREASED
Shares151,595 from 137,452
Change+14,143 (+10%)
Value$11.0M (+$502.6K)
Filed 2026-10-29
Clarity Asset Management, Inc.
INCREASED
Shares150,439 from 147,666
Change+2,773 (+2%)
Value$11.0M (-$365.0K)
Filed 2026-10-14
Fund Evaluation Group, LLC
INCREASED
Shares150,082 from 144,624
Change+5,458 (+4%)
Value$10.9M (-$157.7K)
Filed 2026-11-05
Safir Wealth Advisors, LLC
INCREASED
Shares148,973 from 143,732
Change+5,241 (+4%)
Value$10.9M (-$170.1K)
Filed 2026-10-16
Mission Wealth Management, LP
INCREASED
Shares148,625 from 130,457
Change+18,168 (+14%)
Value$10.8M (+$822.8K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares148,461 from 153,817
Change-5,356 (-3%)
Value$10.8M (-$980.9K)
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares147,269 from 124,592
Change+22,677 (+18%)
Value$10.7M (+$1.2M)
Filed 2026-10-09
TD Private Client Wealth LLC
DECREASED
Shares142,113 from 160,087
Change-17,974 (-11%)
Value$10.4M (-$1.9M)
Filed 2026-10-28
IFG Advisors, LLC
INCREASED
Shares140,985 from 132,427
Change+8,558 (+6%)
Value$10.3M (+$115.0K)
Filed 2026-10-15
Carl P. Sherr & Co., LLC
INCREASED
Shares140,584 from 135,358
Change+5,226 (+4%)
Value$10.2M (-$139.0K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares139,512 from 110,820
Change+28,692 (+26%)
Value$10.2M (+$1.7M)
Filed 2026-11-03
SigFig Wealth Management, LLC
INCREASED
Shares139,010 from 130,756
Change+8,254 (+6%)
Value$10.1M (+$56.1K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares138,942 from 128,464
Change+10,478 (+8%)
Value$10.1M (+$270.2K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares135,016 from 119,009
Change+16,007 (+13%)
Value$9.8M (+$709.3K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED
Shares132,961 from 132,346
Change+615 (+0%)
Value$9.7M (-$463.3K)
Filed 2026-10-08
Burney Co/
DECREASED
Shares132,212 from 139,339
Change-7,127 (-5%)
Value$9.6M (-$1.1M)
Filed 2026-10-15
D.A. Davidson & Co.
DECREASED
Shares130,233 from 131,884
Change-1,651 (-1%)
Value$9.5M (-$626.7K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares129,658 from 116,217
Change+13,441 (+12%)
Value$9.4M (+$533.1K)
Filed 2026-11-06
Evolution Advisers, Inc.
INCREASED
Shares128,323 from 119,149
Change+9,174 (+8%)
Value$9.4M (+$238.6K)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares128,037 from 125,024
Change+3,013 (+2%)
Value$9.3M (-$260.6K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares127,838 from 116,914
Change+10,924 (+9%)
Value$9.3M (+$347.0K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares125,345 from 133,768
Change-8,423 (-6%)
Value$9.1M (-$1.1M)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares124,574 from 124,258
Change+316 (+0%)
Value$9.1M (-$454.2K)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
INCREASED
Shares119,704 from 117,044
Change+2,660 (+2%)
Value$8.7M (-$255.6K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares117,814 from 115,390
Change+2,424 (+2%)
Value$8.6M (-$266.5K)
Filed 2026-11-05
Tillman Hartley LLC
INCREASED
Shares117,042 from 111,199
Change+5,843 (+5%)
Value$8.5M (-$1.3K)
Filed 2026-11-06
VCI Wealth Management LLC
DECREASED
Shares116,941 from 124,582
Change-7,641 (-6%)
Value$8.5M (-$1.0M)
Filed 2026-10-29
Verde Capital Management
DECREASED
Shares116,324 from 135,484
Change-19,160 (-14%)
Value$8.5M (-$1.9M)
Filed 2026-10-28
Orrstown Financial Services Inc
INCREASED
Shares113,040 from 90,878
Change+22,162 (+24%)
Value$8.2M (+$1.3M)
Filed 2026-10-14
Silver Oak Advisory Group, Inc.
INCREASED
Shares112,156 from 93,294
Change+18,862 (+20%)
Value$8.2M (+$1.0M)
Filed 2026-11-06
Hohimer Wealth Management, LLC
INCREASED
Shares111,030 from 109,411
Change+1,619 (+1%)
Value$8.1M (-$302.2K)
Filed 2026-11-04
Consilium Wealth Advisory, LLC
INCREASED
Shares109,923 from 104,958
Change+4,965 (+5%)
Value$8.0M (-$41.3K)
Filed 2026-10-14
Cutler Investment Counsel LLC
INCREASED
Shares109,076 from 102,792
Change+6,284 (+6%)
Value$7.9M (+$63.1K)
Filed 2026-10-28
New Hampshire Trust
INCREASED
Shares108,630 from 93,799
Change+14,831 (+16%)
Value$7.9M (+$720.4K)
Filed 2026-10-20
Kroeger Financial Partners
INCREASED
Shares107,375 from 105,507
Change+1,868 (+2%)
Value$7.8M (-$269.0K)
Filed 2026-10-19
Bay Capital Advisors, LLC
INCREASED
Shares105,731 from 104,171
Change+1,560 (+2%)
Value$7.7M (-$286.3K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares105,420 from 35,352
Change+70,068 (+198%)
Value$7.7M (+$5.0M)
Filed 2026-10-29
Genesis Private Wealth, LLC
INCREASED
Shares105,407 from 97,679
Change+7,728 (+8%)
Value$7.7M (+$188.0K)
Filed 2026-11-02
Parker Financial LLC
INCREASED
Shares103,228 from 99,771
Change+3,457 (+3%)
Value$7.5M (-$130.1K)
Filed 2026-11-05
Intergy Private Wealth, LLC
INCREASED
Shares101,867 from 92,231
Change+9,636 (+10%)
Value$7.4M (+$347.9K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares97,599 from 89,901
Change+7,698 (+9%)
Value$7.1M (+$215.6K)
Filed 2026-10-08
Deutsche Bank Ag\
DECREASED
Shares93,865 from 97,390
Change-3,525 (-4%)
Value$6.8M (-$630.8K)
Filed 2026-11-06
MFA Wealth Advisors, LLC
DECREASED
Shares92,561 from 600,446
Change-507,885 (-85%)
Value$6.7M (-$39.3M)
Filed 2026-10-07
Certified Advisory Corp
DECREASED
Shares91,442 from 202,069
Change-110,627 (-55%)
Value$6.7M (-$8.8M)
Filed 2026-10-29
Evergreen Wealth Management, LLC
INCREASED
Shares90,140 from 85,937
Change+4,203 (+5%)
Value$6.6M (-$23.8K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
INCREASED
Shares89,629 from 89,217
Change+412 (+0%)
Value$6.5M (-$312.6K)
Filed 2026-11-03
Clarity Capital Advisors, LLC
INCREASED
Shares88,718 from 85,163
Change+3,555 (+4%)
Value$6.5M (-$68.1K)
Filed 2026-10-27
Wealth Advisory Team LLC
INCREASED
Shares87,483 from 86,829
Change+654 (+1%)
Value$6.4M (-$285.8K)
Filed 2026-11-05
Sagace Wealth Management LLC
INCREASED
Shares87,255 from 83,048
Change+4,207 (+5%)
Value$6.4M (-$12.4K)
Filed 2026-10-28
Rossby Financial, LCC
DECREASED
Shares86,510 from 90,084
Change-3,574 (-4%)
Value$6.3M (-$606.5K)
Filed 2026-11-05
Arcataur Capital Management LLC
INCREASED
Shares86,480 from 75,482
Change+10,998 (+15%)
Value$6.3M (+$511.5K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares85,699 from 200,933
Change-115,234 (-57%)
Value$6.2M (-$9.2M)
Filed 2026-11-04
Stephen J. Garry & Associates, LLC
DECREASED
Shares85,384 from 112,412
Change-27,028 (-24%)
Value$6.2M (-$2.4M)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares84,989 from 79,745
Change+5,244 (+7%)
Value$6.2M (+$100.3K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares84,950 from 86,974
Change-2,024 (-2%)
Value$6.2M (-$481.4K)
Filed 2026-10-05
Secure Asset Management, LLC
INCREASED
Shares83,893 from 75,621
Change+8,272 (+11%)
Value$6.1M (+$312.3K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares81,764 from 198,645
Change-116,881 (-59%)
Value$6.0M (-$9.3M)
Filed 2026-11-06
Jacobsen Capital Management
INCREASED
Shares81,290 from 78,704
Change+2,586 (+3%)
Value$5.9M (-$113.8K)
Filed 2026-10-27
Leeward Financial Partners, LLC
INCREASED
Shares81,184 from 80,475
Change+709 (+1%)
Value$5.9M (-$257.4K)
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED
Shares80,428 from 82,235
Change-1,807 (-2%)
Value$5.9M (-$440.1K)
Filed 2026-10-16
Park National Corp
INCREASED
Shares79,879 from 74,299
Change+5,580 (+8%)
Value$5.8M (+$121.3K)
Filed 2026-10-05
Milestone Investment Advisors LLC
DECREASED
Shares79,684 from 80,327
Change-643 (-1%)
Value$5.8M (-$355.3K)
Filed 2026-11-05
Sunesis Advisors, LLC
INCREASED
Shares77,856 from 77,398
Change+458 (+1%)
Value$5.7M (-$263.8K)
Filed 2026-10-26
Hardy Reed LLC
INCREASED
Shares77,840 from 72,316
Change+5,524 (+8%)
Value$5.7M (+$124.8K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares77,783 from 105,504
Change-27,721 (-26%)
Value$5.8M (-$2.3M)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
INCREASED
Shares75,968 from 46,867
Change+29,101 (+62%)
Value$5.5M (+$2.0M)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares75,098 from 69,047
Change+6,051 (+9%)
Value$5.5M (+$175.8K)
Filed 2026-10-21
Lionshead Wealth Management, LLC
DECREASED
Shares73,855 from 75,759
Change-1,904 (-3%)
Value$5.4M (-$429.6K)
Filed 2026-10-21
Tenet Wealth Partners, LLC
INCREASED
Shares73,372 from 70,835
Change+2,537 (+4%)
Value$5.3M (-$14.2K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares73,243 from 71,980
Change+1,263 (+2%)
Value$5.3M (-$184.4K)
Filed 2026-10-16
Planned Solutions, Inc.
DECREASED
Shares72,079 from 79,558
Change-7,479 (-9%)
Value$5.3M (-$850.5K)
Filed 2026-10-19
Ironwood Financial, llc
INCREASED
Shares71,426 from 48,123
Change+23,303 (+48%)
Value$5.2M (+$1.6M)
Filed 2026-10-20
Harbour Trust & Investment Management Co
INCREASED
Shares67,073 from 62,931
Change+4,142 (+7%)
Value$4.9M (+$60.1K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
INCREASED
Shares66,326 from 22,323
Change+44,003 (+197%)
Value$4.8M (+$3.1M)
Filed 2026-11-06
Aspire Private Capital, LLC
INCREASED
Shares65,403 from 61,283
Change+4,120 (+7%)
Value$4.8M (+$64.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares65,376 from 56,717
Change+8,659 (+15%)
Value$4.8M (+$413.1K)
Filed 2026-10-08
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares63,865 from 175,507
Change-111,642 (-64%)
Value$4.7M (-$8.8M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares63,344 from 62,329
Change+1,015 (+2%)
Value$4.6M (-$165.4K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares61,574 from 61,635
Change-61 (0%)
Value$4.5M (-$241.1K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
DECREASED
Shares60,099 from 61,468
Change-1,369 (-2%)
Value$4.4M (-$335.8K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares59,866 from 57,710
Change+2,156 (+4%)
Value$4.4M (-$64.5K)
Filed 2026-10-13
Meridian Financial Partners LLC
INCREASED
Shares59,388 from 55,184
Change+4,204 (+8%)
Value$4.4M (+$166.3K)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares59,054 from 57,942
Change+1,112 (+2%)
Value$4.3M (-$141.5K)
Filed 2026-11-06
Phillips Financial Management, LLC
DECREASED
Shares58,173 from 66,032
Change-7,859 (-12%)
Value$4.2M (-$826.2K)
Filed 2026-10-19
Family Legacy, Inc.
INCREASED
Shares58,103 from 57,046
Change+1,057 (+2%)
Value$4.2M (-$142.0K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares57,458 from 54,976
Change+2,482 (+5%)
Value$4.2M (-$30.3K)
Filed 2026-10-30
Eclectic Associates Inc
INCREASED
Shares56,983 from 38,242
Change+18,741 (+49%)
Value$4.2M (+$1.2M)
Filed 2026-10-09
Exchange Traded Concepts, LLC
INCREASED
Shares56,472 from 55,748
Change+724 (+1%)
Value$4.1M (-$161.3K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares55,698 from 62,892
Change-7,194 (-11%)
Value$4.1M (-$765.6K)
Filed 2026-10-15
Arcadia Wealth Management, LLC
DECREASED
Shares55,340 from 60,527
Change-5,187 (-9%)
Value$4.0M (-$610.3K)
Filed 2026-10-22
SeedSafe Financial LLC
DECREASED
Shares55,129 from 55,308
Change-179 (0%)
Value$4.0M (-$225.4K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
DECREASED
Shares54,052 from 54,344
Change-292 (-1%)
Value$3.9M (-$230.0K)
Filed 2026-10-15
Uptown Financial Advisors LLC
INCREASED
Shares53,563 from 52,739
Change+824 (+2%)
Value$3.9M (-$142.5K)
Filed 2026-10-15
TSA Wealth Managment LLC
INCREASED
Shares50,145 from 46,677
Change+3,468 (+7%)
Value$3.7M (+$73.4K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares49,689 from 56,295
Change-6,606 (-12%)
Value$3.6M (-$697.4K)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
INCREASED
Shares49,635 from 48,922
Change+713 (+1%)
Value$3.6M (-$135.9K)
Filed 2026-10-21
Graetz Wealth LLC
DECREASED
Shares48,415 from 59,356
Change-10,941 (-18%)
Value$3.5M (-$1.0M)
Filed 2026-10-27
Chris Bulman Inc
INCREASED
Shares48,354 from 48,264
Change+90 (+0%)
Value$3.5M (-$178.8K)
Filed 2026-10-20
Conning Inc.
INCREASED
Shares48,335 from 35,107
Change+13,228 (+38%)
Value$3.5M (+$829.0K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares48,318 from 49,272
Change-954 (-2%)
Value$3.5M (-$258.7K)
Filed 2026-10-19
Level Financial Advisors
INCREASED
Shares47,779 from 41,898
Change+5,881 (+14%)
Value$3.5M (+$267.6K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares47,363 from 47,363
Change0 (0%)
Value$3.5M (-$4.3M)
Filed 2026-11-03
RS Crum Inc.
DECREASED
Shares45,920 from 46,219
Change-299 (-1%)
Value$3.3M (-$199.2K)
Filed 2026-10-19
First Horizon Corp
INCREASED
Shares45,856 from 23,506
Change+22,350 (+95%)
Value$3.3M (+$1.5M)
Filed 2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares45,826 from 44,907
Change+919 (+2%)
Value$3.3M (-$105.5K)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares44,666 from 32,492
Change+12,174 (+37%)
Value$3.3M (+$762.2K)
Filed 2026-11-05
Ridgewood Investments LLC
INCREASED
Shares44,391 from 29,588
Change+14,803 (+50%)
Value$3.2M (+$965.0K)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares43,375 from 42,838
Change+537 (+1%)
Value$3.2M (-$125.5K)
Filed 2026-10-26
Balance Wealth Partners LLC
DECREASED
Shares43,291 from 45,563
Change-2,272 (-5%)
Value$3.2M (-$340.5K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares43,103 from 40,127
Change+2,976 (+7%)
Value$3.1M (+$62.5K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares42,526 from 35,344
Change+7,182 (+20%)
Value$3.1K (-$2.7M)
Filed 2026-10-26
Elevated Capital Advisors, LLC
INCREASED
Shares41,375 from 41,213
Change+162 (+0%)
Value$3.0M (-$146.4K)
Filed 2026-11-04
Manuka Financial, LLC
INCREASED
Shares41,132 from 36,704
Change+4,428 (+12%)
Value$3.0M (+$181.7K)
Filed 2026-10-16
BancFirst Trust & Investment Management
INCREASED
Shares40,958 from 38,261
Change+2,697 (+7%)
Value$3.0M (+$40.2K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares39,874 from 48,295
Change-8,421 (-17%)
Value$2.9M (-$799.0K)
Filed 2026-10-29
Blueprint Financial Advisors LLC
NEW
Shares39,789
Change+39,789
Value$2.9M
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares39,259 from 40,069
Change-810 (-2%)
Value$2.9M (-$212.9K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares38,474 from 10,987
Change+27,487 (+250%)
Value$2.8M (+$2.0M)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED
Shares37,996 from 38,098
Change-102 (0%)
Value$2.8M (-$153.7K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares37,629 from 49,666
Change-12,037 (-24%)
Value$2.7M (-$1.1M)
Filed 2026-10-30
Pacific Park Financial, Inc.
DECREASED
Shares37,528 from 44,927
Change-7,399 (-16%)
Value$2.7M (-$711.6K)
Filed 2026-10-13
Nabity-Jensen Investment Management Inc
DECREASED
Shares36,695 from 37,167
Change-472 (-1%)
Value$2.7M (-$177.1K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares35,755 from 34,342
Change+1,413 (+4%)
Value$2.6M (-$28.9K)
Filed 2026-11-03
Calder Financial LLC
INCREASED
Shares35,511 from 30,577
Change+4,934 (+16%)
Value$2.6M (+$242.0K)
Filed 2026-10-13
Sterling Investment Management, LLC
INCREASED
Shares35,471 from 34,381
Change+1,090 (+3%)
Value$2.6M (-$52.6K)
Filed 2026-10-16
Synergy Asset Management, LLC
INCREASED
Shares35,264 from 26,968
Change+8,296 (+31%)
Value$2.6M (+$500.9K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares34,693 from 36,232
Change-1,539 (-4%)
Value$2.5M (-$251.3K)
Filed 2026-10-19
Retirement Wealth Solutions LLC
DECREASED
Shares34,676 from 34,709
Change-33 (0%)
Value$2.5M (-$135.7K)
Filed 2026-10-07
Regions Financial Corp
INCREASED
Shares34,414 from 21,062
Change+13,352 (+63%)
Value$2.5M (+$891.9K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
INCREASED
Shares34,258 from 34,252
Change+6 (+0%)
Value$2.5M (-$131.1K)
Filed 2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares34,127 from 25,689
Change+8,438 (+33%)
Value$2.5M (+$516.1K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares34,106 from 34,119
Change-13 (0%)
Value$2.5M (-$131.9K)
Filed 2026-10-07
Convergence Financial, LLC
NEW
Shares32,716
Change+32,716
Value$2.4M
Filed 2026-10-27
Lynx Investment Advisory
INCREASED
Shares32,416 from 31,779
Change+637 (+2%)
Value$2.4M (-$75.6K)
Filed 2026-10-27
Bourgeon Capital Management LLC
INCREASED
Shares31,599 from 29,463
Change+2,136 (+7%)
Value$2.3M (+$42.5K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares31,595 from 12,598
Change+18,997 (+151%)
Value$2.3M (+$1.3M)
Filed 2026-10-28
Covenant Asset Management, LLC
INCREASED
Shares31,266 from 30,590
Change+676 (+2%)
Value$2.3M (-$68.2K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares31,013 from 33,154
Change-2,141 (-6%)
Value$2.3M (-$283.3K)
Filed 2026-10-27
Diversified Portfolios, Inc.
DECREASED
Shares30,971 from 33,090
Change-2,119 (-6%)
Value$2.3M (-$281.5K)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
INCREASED
Shares30,776 from 25,926
Change+4,850 (+19%)
Value$2.2M (+$253.8K)
Filed 2026-11-06
United Community Bank
DECREASED
Shares30,617 from 35,326
Change-4,709 (-13%)
Value$2.2M (-$478.7K)
Filed 2026-10-28
Physician Wealth Solutions Inc.
INCREASED
Shares29,864 from 26,285
Change+3,579 (+14%)
Value$2.2M (+$159.8K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
INCREASED
Shares29,659 from 29,153
Change+506 (+2%)
Value$2.2M (-$75.1K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
INCREASED
Shares29,548 from 29,107
Change+441 (+2%)
Value$2.2K (-$80)
Filed 2026-10-27
Compass Financial Group, Inc.
INCREASED
Shares29,411 from 27,835
Change+1,576 (+6%)
Value$2.1M (+$7.9K)
Filed 2026-11-06
Waller Financial Planning Group, Inc
DECREASED
Shares28,587 from 34,727
Change-6,140 (-18%)
Value$2.1M (-$580.7K)
Filed 2026-10-07
Amicus Financial Advisors, LLC
INCREASED
Shares28,344 from 28,190
Change+154 (+1%)
Value$2.1M (-$97.0K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares28,293 from 28,648
Change-355 (-1%)
Value$2.1M (-$135.9K)
Filed 2026-10-09
NBT Bank, N.A.
INCREASED
Shares27,837 from 16,587
Change+11,250 (+68%)
Value$2.0M (+$756.0K)
Filed 2026-10-21
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares27,790 from 27,720
Change+70 (+0%)
Value$2.0M (-$101.4K)
Filed 2026-10-07
Ascent Group, LLC
DECREASED
Shares27,687 from 31,998
Change-4,311 (-13%)
Value$2.0M (-$437.0K)
Filed 2026-10-30
Ethos Capital Management, Inc.
DECREASED
Shares27,524 from 34,090
Change-6,566 (-19%)
Value$2.0M (-$609.3K)
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares27,139 from 29,065
Change-1,926 (-7%)
Value$2.0M (-$251.9K)
Filed 2026-10-27
TritonPoint Partners, LLC
DECREASED
Shares27,088 from 61,912
Change-34,824 (-56%)
Value$2.0M (-$2.8M)
Filed 2026-11-05
Successful Portfolios LLC
INCREASED
Shares26,918 from 25,812
Change+1,106 (+4%)
Value$2.0M (-$8.5K)
Filed 2026-10-09
Matisse Capital
DECREASED
Shares26,842 from 28,954
Change-2,112 (-7%)
Value$2.0M (-$265.1K)
Filed 2026-10-29
NBH Bank
INCREASED
Shares26,123 from 23,849
Change+2,274 (+10%)
Value$1.9M (+$74.1K)
Filed 2026-11-05
Patten Group, Inc.
DECREASED
Shares26,030 from 28,980
Change-2,950 (-10%)
Value$1.9M (-$326.2K)
Filed 2026-10-26
Blueprint Investment Partners LLC
NEW
Shares25,709
Change+25,709
Value$1.9M
Filed 2026-10-28
CGC Financial Services, LLC
INCREASED
Shares25,055 from 22,341
Change+2,714 (+12%)
Value$1.8M (+$112.0K)
Filed 2026-10-13
Provident Wealth Management, LLC
DECREASED
Shares24,919 from 26,648
Change-1,729 (-6%)
Value$1.8M (-$228.3K)
Filed 2026-10-20
HT Partners LLC
INCREASED
Shares24,521 from 24,293
Change+228 (+1%)
Value$1.8M (-$76.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares23,988 from 25,637
Change-1,649 (-6%)
Value$1.8M (-$175.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares23,988 from 25,637
Change-1,649 (-6%)
Value$1.8M (-$175.9K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
DECREASED
Shares23,881 from 36,798
Change-12,917 (-35%)
Value$1.7M (-$1.1M)
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares23,527 from 27,151
Change-3,624 (-13%)
Value$1.7M (-$351.5K)
Filed 2026-10-20
Abacus Wealth Partners, LLC
INCREASED
Shares23,468 from 22,554
Change+914 (+4%)
Value$1.7M (-$20.0K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares23,267 from 65,108
Change-41,841 (-64%)
Value$1.7M (-$3.3M)
Filed 2026-10-16
Pillar Financial Advisors, LLC
INCREASED
Shares23,069 from 23,060
Change+9 (+0%)
Value$1.7M (-$87.9K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED
Shares22,566 from 23,351
Change-785 (-3%)
Value$1.6M (-$154.5K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
DECREASED
Shares22,092 from 26,169
Change-4,077 (-16%)
Value$1.6M (-$397.5K)
Filed 2026-10-26
Shade Tree Advisors LLC
INCREASED
Shares21,593 from 19,256
Change+2,337 (+12%)
Value$1.6M (+$96.3K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares21,410 from 22,084
Change-674 (-3%)
Value$1.6M (-$133.9K)
Filed 2026-10-13
Security Financial Services, Inc.
INCREASED
Shares21,403 from 16,272
Change+5,131 (+32%)
Value$1.6M (+$311.4K)
Filed 2026-10-29
Kampmann Melissa S.
INCREASED
Shares21,136 from 20,151
Change+985 (+5%)
Value$1.5M (-$5.6K)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares20,245 from 23,699
Change-3,454 (-15%)
Value$1.5M (-$342.7K)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares20,098 from 20,120
Change-22 (0%)
Value$1.5M (-$75.6K)
Filed 2026-10-30
United Financial Planning Group LLC
INCREASED
Shares20,080 from 19,823
Change+257 (+1%)
Value$1.5M (-$58.9K)
Filed 2026-11-04
Adelphi Trust Co
INCREASED
Shares19,616 from 19,288
Change+328 (+2%)
Value$1.4M (-$50.2K)
Filed 2026-10-05
JFS Wealth Advisors, LLC
DECREASED
Shares19,569 from 30,731
Change-11,162 (-36%)
Value$1.4M (-$931.3K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares19,180 from 19,060
Change+120 (+1%)
Value$1.4M (-$64.5K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares18,967 from 27,247
Change-8,280 (-30%)
Value$1.4M (-$707.9K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares18,077 from 17,405
Change+672 (+4%)
Value$1.3M (-$17.9K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares18,009 from 17,872
Change+137 (+1%)
Value$1.3M (-$58.7K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares17,845 from 19,215
Change-1,370 (-7%)
Value$1.3M (-$170.6K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED
Shares17,708 from 17,708
Change0 (0%)
Value$1.3M (-$68.0K)
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares17,653
Change+17,653
Value$1.3M
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,639 from 14,905
Change+2,734 (+18%)
Value$1.3M (+$142.0K)
Filed 2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED
Shares17,594 from 16,799
Change+795 (+5%)
Value$1.3M (-$6.6K)
Filed 2026-10-19
FinDec Wealth Services, Inc.
INCREASED
Shares17,354 from 17,133
Change+221 (+1%)
Value$1.3M (-$49.7K)
Filed 2026-10-30
Spring Capital Management, LLC
INCREASED
Shares17,182 from 17,006
Change+176 (+1%)
Value$1.3M (-$52.5K)
Filed 2026-10-09
BAM Wealth Management, LLC
DECREASED
Shares17,142 from 18,260
Change-1,118 (-6%)
Value$1.2M (-$151.6K)
Filed 2026-10-15
Donalies Financial Planning, LLC
INCREASED
Shares17,037 from 16,449
Change+588 (+4%)
Value$1.2M (-$20.3K)
Filed 2026-10-19
Busey Bank
UNCHANGED
Shares16,966 from 16,966
Change0 (0%)
Value$1.2M (-$65.2K)
Filed 2026-10-26
Midwest Financial Network, LLC
DECREASED
Shares16,940 from 37,532
Change-20,592 (-55%)
Value$1.2M (-$1.6M)
Filed 2026-10-13
First County Bank
INCREASED
Shares16,786 from 16,783
Change+3 (+0%)
Value$1.2M (-$64.2K)
Filed 2026-10-13
Five Pine Wealth Management
DECREASED
Shares16,731 from 22,713
Change-5,982 (-26%)
Value$1.2M (-$523.1K)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares16,653 from 14,881
Change+1,772 (+12%)
Value$1.2M (+$71.9K)
Filed 2026-10-16
Caldwell Trust Co
DECREASED
Shares16,403 from 16,404
Change-1 (0%)
Value$1.2M (-$63.1K)
Filed 2026-10-30
Strategic Advocates LLC
INCREASED
Shares16,344 from 14,419
Change+1,925 (+13%)
Value$1.2M (+$84.9K)
Filed 2026-11-03
Mountain Pacific Investment Advisers LLC
INCREASED
Shares16,320 from 14,110
Change+2,210 (+16%)
Value$1.2M (+$106.8K)
Filed 2026-10-29
Partners in Financial Planning
INCREASED
Shares16,312 from 16,186
Change+126 (+1%)
Value$1.2M (-$53.0K)
Filed 2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED
Shares16,068 from 15,548
Change+520 (+3%)
Value$1.2M (-$21.8K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares16,012 from 22,085
Change-6,073 (-27%)
Value$1.2M (-$527.3K)
Filed 2026-10-26
Livet Wealth, LLC
DECREASED
Shares15,980 from 17,171
Change-1,191 (-7%)
Value$1.2M (-$152.7K)
Filed 2026-10-27
Uptick Partners, LLC
DECREASED
Shares15,794 from 30,007
Change-14,213 (-47%)
Value$1.2M (-$1.2M)
Filed 2026-11-04
KRM Wealth Management L.L.C.
DECREASED
Shares15,737 from 17,554
Change-1,817 (-10%)
Value$1.1M (-$199.8K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares15,577 from 15,577
Change0 (0%)
Value$1.1M (-$59.8K)
Filed 2026-11-06
CGN Advisors LLC
DECREASED
Shares15,545 from 15,819
Change-274 (-2%)
Value$1.1M (-$80.7K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares15,307 from 15,183
Change+124 (+1%)
Value$1.1M (-$49.3K)
Filed 2026-10-23
Elevatus Welath Management
DECREASED
Shares14,968 from 117,014
Change-102,046 (-87%)
Value$1.1M (-$7.9M)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares14,915 from 15,086
Change-171 (-1%)
Value$1.1M (-$65.5K)
Filed 2026-11-02
Life Planning Partners, Inc
DECREASED
Shares14,807 from 19,219
Change-4,412 (-23%)
Value$1.1M (-$395.3K)
Filed 2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED
Shares14,760 from 14,760
Change0 (0%)
Value$1.1K (-$57)
Filed 2026-10-13
Verdence Capital Advisors LLC
DECREASED
Shares14,429 from 14,449
Change-20 (0%)
Value$1.1M (-$57.0K)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares14,081 from 14,489
Change-408 (-3%)
Value$1.0M (-$82.9K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
DECREASED
Shares14,055 from 24,174
Change-10,119 (-42%)
Value$1.0M (-$830.1K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares14,024 from 13,504
Change+520 (+4%)
Value$1.0M (-$14.0K)
Filed 2026-10-29
Central Trust Co
INCREASED
Shares13,786 from 11,286
Change+2,500 (+22%)
Value$1.0M (+$138.8K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares13,778 from 14,139
Change-361 (-3%)
Value$1.0M (-$80.6K)
Filed 2026-10-16
Eagle Global Advisors LLC
DECREASED
Shares13,695 from 13,745
Change-50 (0%)
Value$997.8K (-$56.4K)
Filed 2026-11-02
Trust Co of Vermont
DECREASED
Shares12,742 from 13,152
Change-410 (-3%)
Value$928.4K (-$80.4K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares12,498 from 12,524
Change-26 (0%)
Value$910.6K (-$50.0K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares12,372 from 11,818
Change+554 (+5%)
Value$901.4K (-$5.0K)
Filed 2026-10-13
King Luther Capital Management Corp
UNCHANGED
Shares12,322 from 12,322
Change0 (0%)
Value$897.8K (-$47.3K)
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
INCREASED
Shares12,290 from 10,189
Change+2,101 (+21%)
Value$895.5K (+$113.9K)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares12,257 from 10,184
Change+2,073 (+20%)
Value$890.2K (+$111.5K)
Filed 2026-10-19
Courage Miller Partners, LLC
DECREASED
Shares12,195 from 12,286
Change-91 (-1%)
Value$888.5K (-$53.8K)
Filed 2026-10-21
Kondo Wealth Advisors, Inc.
INCREASED
Shares12,004 from 11,725
Change+279 (+2%)
Value$874.7K (-$24.7K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares11,988
Change+11,988
Value$888
Filed 2026-11-03
Guidance Capital, Inc
INCREASED
Shares11,951 from 11,242
Change+709 (+6%)
Value$885.7K (+$30.3K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares11,689 from 10,725
Change+964 (+9%)
Value$850.5K (+$27.9K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
INCREASED
Shares11,640 from 10,324
Change+1,316 (+13%)
Value$848.1K (+$56.2K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares11,506 from 14,793
Change-3,287 (-22%)
Value$838.4K (-$296.3K)
Filed 2026-11-03
Seros Financial, LLC
DECREASED
Shares11,490 from 16,230
Change-4,740 (-29%)
Value$837.1K (-$407.7K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares11,272 from 11,208
Change+64 (+1%)
Value$824.5K (-$36.0K)
Filed 2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED
Shares11,257 from 11,570
Change-313 (-3%)
Value$820.2K (-$67.2K)
Filed 2026-10-09
Asset Allocation Strategies LLC
INCREASED
Shares11,219 from 11,112
Change+107 (+1%)
Value$817.4K (-$34.9K)
Filed 2026-10-20
First Community Trust NA
INCREASED
Shares11,181 from 390
Change+10,791 (+2767%)
Value$814.6K (+$784.7K)
Filed 2026-10-07
Family Wealth Partners, LLC
DECREASED
Shares11,055 from 11,208
Change-153 (-1%)
Value$805.5K (-$54.2K)
Filed 2026-10-20
Carmel Capital Partners, LLC
DECREASED
Shares10,873 from 11,523
Change-650 (-6%)
Value$792.2K (-$91.6K)
Filed 2026-11-03
Welch & Forbes LLC
DECREASED
Shares10,734 from 10,809
Change-75 (-1%)
Value$782.1K (-$47.0K)
Filed 2026-11-04
Opus Financial Solutions LLC
DECREASED
Shares10,626 from 10,776
Change-150 (-1%)
Value$774.2K (-$52.3K)
Filed 2026-11-06
Bank of Stockton
DECREASED
Shares10,406 from 12,706
Change-2,300 (-18%)
Value$758.2K (-$216.4K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares10,344 from 13,922
Change-3,578 (-26%)
Value$753.6K (-$314.2K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
INCREASED
Shares10,186 from 10,081
Change+105 (+1%)
Value$742.1K (-$31.1K)
Filed 2026-11-05
JIM Saulnier & Associates, LLC
DECREASED
Shares9,980 from 17,095
Change-7,115 (-42%)
Value$727.2K (-$584.1K)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
DECREASED
Shares9,867 from 11,589
Change-1,722 (-15%)
Value$718.9K (-$170.0K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
INCREASED
Shares9,761 from 9,647
Change+114 (+1%)
Value$711.2K (-$28.7K)
Filed 2026-10-21
Private Wealth Group, LLC
UNCHANGED
Shares9,597 from 9,597
Change0 (0%)
Value$699.2K (-$36.9K)
Filed 2026-10-19
InvesTrust
DECREASED
Shares9,586 from 11,686
Change-2,100 (-18%)
Value$698.4K (-$197.9K)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
UNCHANGED
Shares9,415 from 9,415
Change0 (0%)
Value$686.0K (-$36.2K)
Filed 2026-10-16
Lighthouse Wealth Management Inc.
DECREASED
Shares9,239 from 14,170
Change-4,931 (-35%)
Value$673.1K (-$413.7K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares8,911 from 8,866
Change+45 (+1%)
Value$649.2K (-$30.8K)
Filed 2026-11-04
Powers Advisory Group, LLC
DECREASED
Shares8,867 from 9,575
Change-708 (-7%)
Value$646.1K (-$88.4K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
DECREASED
Shares8,763 from 9,666
Change-903 (-9%)
Value$638.5K (-$103.1K)
Filed 2026-10-26
Heritage Investors Management Corp
DECREASED
Shares8,551 from 11,015
Change-2,464 (-22%)
Value$623 (-$844.4K)
Filed 2026-10-29
WBH Advisory Inc
INCREASED
Shares8,324 from 2,954
Change+5,370 (+182%)
Value$606.5K (+$379.9K)
Filed 2026-11-05
Cadent Capital Advisors, LLC
DECREASED
Shares8,321 from 9,588
Change-1,267 (-13%)
Value$606.2K (-$129.2K)
Filed 2026-10-09
CogentBlue Wealth Advisors, LLC
DECREASED
Shares8,234 from 9,399
Change-1,165 (-12%)
Value$599.9K (-$121.0K)
Filed 2026-10-09
WPG Advisers, LLC
DECREASED
Shares8,154 from 8,636
Change-482 (-6%)
Value$594.1K (-$68.3K)
Filed 2026-10-27
Ramiah Investment Group
DECREASED
Shares8,140 from 8,711
Change-571 (-7%)
Value$593.1K (-$75.1K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
UNCHANGED
Shares8,140 from 8,140
Change0 (0%)
Value$593.0K (-$31.3K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares8,068 from 7,848
Change+220 (+3%)
Value$587.9K (-$14.1K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares8,042 from 3,978
Change+4,064 (+102%)
Value$585.9K (+$280.8K)
Filed 2026-11-05
W.H. Cornerstone Investments Inc.
INCREASED
Shares8,014 from 2,919
Change+5,095 (+175%)
Value$583.9K (+$360.0K)
Filed 2026-11-03
Delta Financial Advisors LLC
INCREASED
Shares7,895 from 7,795
Change+100 (+1%)
Value$575.2K (-$22.6K)
Filed 2026-10-27
Innovative Wealth Building LLC
INCREASED
Shares7,833 from 4,791
Change+3,042 (+63%)
Value$573.5K (+$206.0K)
Filed 2026-10-14
Arbor Wealth Advisors LLC
INCREASED
Shares7,812 from 6,112
Change+1,700 (+28%)
Value$569.2K (+$100.4K)
Filed 2026-10-09
Alamar Capital Management, LLC
UNCHANGED
Shares7,757 from 7,757
Change0 (0%)
Value$565.2K (-$29.8K)
Filed 2026-11-02
Loudon Investment Management, LLC
INCREASED
Shares7,743 from 6,378
Change+1,365 (+21%)
Value$564.2K (+$75.0K)
Filed 2026-11-06
Eagle Bay Advisors LLC
INCREASED
Shares7,701 from 7,646
Change+55 (+1%)
Value$561.1K (-$25.4K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares7,626 from 8,231
Change-605 (-7%)
Value$555.6K (-$75.7K)
Filed 2026-10-20
Bank of New Hampshire
INCREASED
Shares7,576 from 7,271
Change+305 (+4%)
Value$552.0K (-$5.7K)
Filed 2026-10-06
Wealthcare Advisory Partners LLC
DECREASED
Shares7,521 from 7,608
Change-87 (-1%)
Value$548.0K (-$35.5K)
Filed 2026-10-21
Everest Financial Group LLC
DECREASED
Shares7,512 from 7,945
Change-433 (-5%)
Value$547.3K (-$62.0K)
Filed 2026-11-06
Wealth Management Nebraska
UNCHANGED
Shares7,417 from 7,417
Change0 (0%)
Value$540.4K (-$28.5K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares7,364 from 4,319
Change+3,045 (+71%)
Value$536.6K (+$205.3K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares7,362 from 13,342
Change-5,980 (-45%)
Value$536.4K (-$486.9K)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares7,309 from 7,431
Change-122 (-2%)
Value$532.6K (-$37.4K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares7,159 from 6,173
Change+986 (+16%)
Value$521.6K (+$45.2K)
Filed 2026-10-13
Arlington Financial Advisors, LLC
DECREASED
Shares7,140 from 8,066
Change-926 (-11%)
Value$520.2K (-$98.4K)
Filed 2026-10-19
Sonata Capital Group Inc
DECREASED
Shares7,068 from 8,543
Change-1,475 (-17%)
Value$515.0K (-$140.3K)
Filed 2026-10-19
Inlight Wealth Management, LLC
NEW
Shares7,061
Change+7,061
Value$514.5K
Filed 2026-10-21
First Citizens Financial Corp
DECREASED
Shares7,023 from 7,724
Change-701 (-9%)
Value$511.7K (-$80.7K)
Filed 2026-10-02
Kanawha Capital Management LLC
DECREASED
Shares6,911 from 7,417
Change-506 (-7%)
Value$503.5K (-$65.3K)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares6,863 from 7,776
Change-913 (-12%)
Value$500.0K (-$96.4K)
Filed 2026-11-06
Keybank National Association
UNCHANGED
Shares6,847 from 6,847
Change0 (0%)
Value$498.9K (-$26.3K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares6,843 from 4,705
Change+2,138 (+45%)
Value$498.6K (+$137.7K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares6,750 from 4,534
Change+2,216 (+49%)
Value$491.8K (+$144.0K)
Filed 2026-10-21
Legacy Edge Advisors, LLC
NEW
Shares6,742
Change+6,742
Value$491.2K
Filed 2026-11-06
Global Financial Private Client, LLC
DECREASED
Shares6,693 from 8,287
Change-1,594 (-19%)
Value$487.7K (-$148.0K)
Filed 2026-10-15
Capital Investment Services of America, Inc.
DECREASED
Shares6,575 from 6,675
Change-100 (-1%)
Value$479.1K (-$32.9K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares6,537 from 6,842
Change-305 (-4%)
Value$476.3K (-$48.5K)
Filed 2026-10-09
Bond & Devick Financial Network, Inc.
INCREASED
Shares6,502 from 5,180
Change+1,322 (+26%)
Value$473.7K (+$76.4K)
Filed 2026-10-23
Andrews, Lucia Wealth Management LLC
INCREASED
Shares6,431 from 3,535
Change+2,896 (+82%)
Value$468.6K (+$197.4K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares6,393 from 6,414
Change-21 (0%)
Value$465.8K (-$26.1K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,362 from 6,399
Change-37 (-1%)
Value$463.5K (-$27.2K)
Filed 2026-10-09
CWA Asset Management Group, LLC
INCREASED
Shares6,338 from 5,259
Change+1,079 (+21%)
Value$461.8K (+$58.4K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares6,198 from 6,198
Change0 (0%)
Value$451.6K (-$23.8K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares6,188 from 7,180
Change-992 (-14%)
Value$450.9K (-$99.8K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares6,150 from 5,267
Change+883 (+17%)
Value$448.1K (+$44.1K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,118 from 5,873
Change+245 (+4%)
Value$445.8K (-$4.7K)
Filed 2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares6,020 from 6,045
Change-25 (0%)
Value$438.6K (-$25.0K)
Filed 2026-10-13
Pearl Planning LLC
DECREASED
Shares5,934 from 14,191
Change-8,257 (-58%)
Value$432.4K (-$656.1K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,919 from 5,756
Change+163 (+3%)
Value$431.3K (-$10.2K)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
INCREASED
Shares5,905 from 5,305
Change+600 (+11%)
Value$453.7K (+$40.4K)
Filed 2026-10-29
Southland Equity Partners LLC
DECREASED
Shares5,859 from 6,298
Change-439 (-7%)
Value$426.9K (-$56.1K)
Filed 2026-10-14
Brookmont Capital Management
INCREASED
Shares5,844 from 5,284
Change+560 (+11%)
Value$425.8K (+$20.5K)
Filed 2026-10-23
Traveka Wealth, LLC
DECREASED
Shares5,829 from 6,909
Change-1,080 (-16%)
Value$424.7K (-$105.2K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares5,829 from 5,826
Change+3 (+0%)
Value$424.7K (-$22.2K)
Filed 2026-10-28
Breakwater Investment Management
DECREASED
Shares5,777 from 6,151
Change-374 (-6%)
Value$420.9K (-$50.9K)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares5,719 from 5,684
Change+35 (+1%)
Value$416.7K (-$19.3K)
Filed 2026-10-30
Montz Harcus Wealth Management LLC
DECREASED
Shares5,705 from 5,931
Change-226 (-4%)
Value$415.7K (-$39.2K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
INCREASED
Shares5,611 from 5,369
Change+242 (+5%)
Value$408.8K (-$2.9K)
Filed 2026-10-19
Nestegg Advisors, Inc.
INCREASED
Shares5,609 from 4,358
Change+1,251 (+29%)
Value$408.7K (+$74.4K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares5,600 from 9,056
Change-3,456 (-38%)
Value$408.0K (-$286.6K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares5,568 from 5,507
Change+61 (+1%)
Value$405.7K (-$16.7K)
Filed 2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$404.4K (-$21.3K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares5,475 from 5,595
Change-120 (-2%)
Value$398.9K (-$30.2K)
Filed 2026-10-08
Private Management Group Inc
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$397.0K (-$20.9K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares5,422 from 5,362
Change+60 (+1%)
Value$395.1K (-$16.2K)
Filed 2026-10-20
Legacy Trust
DECREASED
Shares5,366 from 5,671
Change-305 (-5%)
Value$399.2K (-$35.8K)
Filed 2026-11-06
EnRich Financial Partners LLC
INCREASED
Shares5,328 from 5,301
Change+27 (+1%)
Value$388.2K (-$18.4K)
Filed 2026-10-21
Duncker Streett & Co Inc
DECREASED
Shares5,312 from 5,445
Change-133 (-2%)
Value$387.0K (-$30.6K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$386.2K (-$20.4K)
Filed 2026-10-22
Poinciana Advisors Group, LLC
INCREASED
Shares5,274 from 5,216
Change+58 (+1%)
Value$384.3K (-$15.8K)
Filed 2026-11-06
Madden Securities Corp
DECREASED
Shares5,255 from 5,281
Change-26 (0%)
Value$382.9K (-$22.2K)
Filed 2026-10-27
Stanley-Laman Group, Ltd.
INCREASED
Shares5,222 from 5,156
Change+66 (+1%)
Value$408.9K (-$17.3K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
DECREASED
Shares5,199 from 6,757
Change-1,558 (-23%)
Value$378.8K (-$139.5K)
Filed 2026-10-27
Thrive Capital Management, LLC
DECREASED
Shares5,187 from 5,876
Change-689 (-12%)
Value$377.9K (-$72.8K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares5,118 from 5,533
Change-415 (-7%)
Value$373 (-$423.6K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
DECREASED
Shares5,025 from 9,018
Change-3,993 (-44%)
Value$366.1K (-$325.6K)
Filed 2026-11-02
LaFleur & Godfrey LLC
DECREASED
Shares5,003 from 5,459
Change-456 (-8%)
Value$364.5K (-$54.2K)
Filed 2026-10-27
MKT Advisors LLC
UNCHANGED
Shares4,983 from 4,983
Change0 (0%)
Value$363.6K (-$15.6K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares4,972 from 2,894
Change+2,078 (+72%)
Value$362.3K (+$140.4K)
Filed 2026-10-14
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$361.0K (-$19.0K)
Filed 2026-10-15
New Covenant Trust Company, N.A.
INCREASED
Shares4,922 from 4,653
Change+269 (+6%)
Value$358.6K (+$1.7K)
Filed 2026-10-08
SilverOak Wealth Management LLC
DECREASED
Shares4,835 from 5,038
Change-203 (-4%)
Value$352.3K (-$34.1K)
Filed 2026-10-29
WoodTrust Financial Corp
INCREASED
Shares4,832 from 4,295
Change+537 (+13%)
Value$352 (-$328.6K)
Filed 2026-10-09
Center For Asset Management LLC
DECREASED
Shares4,810 from 4,973
Change-163 (-3%)
Value$350.5K (-$31.0K)
Filed 2026-10-16
Idaho Trust Co
DECREASED
Shares4,778 from 5,651
Change-873 (-15%)
Value$348.1K (-$85.3K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
INCREASED
Shares4,746 from 4,630
Change+116 (+3%)
Value$345.8K (-$9.3K)
Filed 2026-11-06
KPP Advisory Services LLC
DECREASED
Shares4,732 from 5,472
Change-740 (-14%)
Value$344.8K (-$74.9K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares4,646 from 4,822
Change-176 (-4%)
Value$338.5K (-$31.3K)
Filed 2026-11-04
S.A. Mason LLC
UNCHANGED
Shares4,641 from 4,641
Change0 (0%)
Value$338.1K (-$17.8K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares4,541 from 4,541
Change0 (0%)
Value$330.9K (-$17.4K)
Filed 2026-10-05
Valpey Financial Services, LLC
INCREASED
Shares4,496 from 3,018
Change+1,478 (+49%)
Value$327.6K (+$96.1K)
Filed 2026-10-30
Kestra Investment Management, LLC
DECREASED
Shares4,407 from 4,611
Change-204 (-4%)
Value$321.1K (-$32.6K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,394 from 4,354
Change+40 (+1%)
Value$320.1K (-$13.8K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares4,277 from 4,400
Change-123 (-3%)
Value$311.6K (-$25.9K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares4,197 from 3,472
Change+725 (+21%)
Value$305.8K (+$39.5K)
Filed 2026-10-13
Bath Savings Trust Co
UNCHANGED
Shares4,163 from 4,163
Change0 (0%)
Value$303.3K (-$16.0K)
Filed 2026-10-07
Leading Edge Financial Planning LLC
NEW
Shares4,137
Change+4,137
Value$301.4K
Filed 2026-10-23
RF&L Wealth Management, LLC
INCREASED
Shares4,045 from 3,375
Change+670 (+20%)
Value$294.7K (+$35.9K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED
Shares3,995 from 6,730
Change-2,735 (-41%)
Value$291.1K (-$225.1K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares3,993 from 3,993
Change0 (0%)
Value$306.3K ($0)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares3,986 from 3,675
Change+311 (+8%)
Value$290.4K (+$8.5K)
Filed 2026-10-27
Staley Capital Advisers Inc
DECREASED
Shares3,900 from 5,170
Change-1,270 (-25%)
Value$284.2K (-$112.4K)
Filed 2026-11-06
Gibraltar Capital Management, Inc.
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$279.1K (-$14.7K)
Filed 2026-10-27
WealthPoint Financial, LLC
INCREASED
Shares3,829 from 3,337
Change+492 (+15%)
Value$279.0K (+$23.0K)
Filed 2026-11-03
Friday Financial
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$278.3K (-$12.7K)
Filed 2026-10-09
Archford Capital Strategies, LLC
NEW
Shares3,814
Change+3,814
Value$277.9K
Filed 2026-10-19
LifeSteps Financial, Inc.
INCREASED
Shares3,782 from 3,217
Change+565 (+18%)
Value$275.6K (+$28.8K)
Filed 2026-10-15
Smith Partners Wealth Management, LLC
DECREASED
Shares3,743 from 17,482
Change-13,739 (-79%)
Value$272.7K (-$1.1M)
Filed 2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED
Shares3,738 from 3,738
Change0 (0%)
Value$272.4K (-$14.4K)
Filed 2026-10-28
SWP Financial LLC
DECREASED
Shares3,687 from 3,749
Change-62 (-2%)
Value$268.6K (-$18.9K)
Filed 2026-10-23
Radnor Capital Management, LLC
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$266.8K (-$14.1K)
Filed 2026-10-23
Uncommon Cents Investing Inc
NEW
Shares3,645
Change+3,645
Value$265.6K
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares3,597 from 3,163
Change+434 (+14%)
Value$262.1K (+$19.5K)
Filed 2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares3,568 from 3,568
Change0 (0%)
Value$260.0K (-$13.7K)
Filed 2026-10-14
CRA Financial Services, LLC
INCREASED
Shares3,563 from 3,554
Change+9 (+0%)
Value$259.6K (-$13.0K)
Filed 2026-10-16
HF Advisory Group, LLC
INCREASED
Shares3,556 from 3,286
Change+270 (+8%)
Value$259.1K (+$7.1K)
Filed 2026-10-09
Capital Square, LLC
INCREASED
Shares3,505 from 2,953
Change+552 (+19%)
Value$255.4K (+$30.9K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares3,489 from 2,631
Change+858 (+33%)
Value$254.2K (+$52.4K)
Filed 2026-10-30
Cogent Private Wealth, Inc.
DECREASED
Shares3,471 from 3,500
Change-29 (-1%)
Value$252.9K (-$15.6K)
Filed 2026-11-06
TFB Advisors LLC
UNCHANGED
Shares3,471 from 3,471
Change0 (0%)
Value$252.9K (-$13.3K)
Filed 2026-11-02
Flywheel Private Wealth LLC
NEW
Shares3,433
Change+3,433
Value$250.1K
Filed 2026-11-02
Refined Wealth Management
NEW
Shares3,414
Change+3,414
Value$248.7K
Filed 2026-10-13
Great Waters Wealth Management
UNCHANGED
Shares3,406 from 3,406
Change0 (0%)
Value$248.2K (-$13.1K)
Filed 2026-10-07
Nations Financial Group Inc,
DECREASED
Shares3,392 from 5,383
Change-1,991 (-37%)
Value$247.2K (-$165.8K)
Filed 2026-11-05
Echo Wealth Management, LLC
UNCHANGED
Shares3,379 from 3,379
Change0 (0%)
Value$246.2K (-$13.0K)
Filed 2026-10-15
Prudent Man Advisors, LLC
UNCHANGED
Shares3,378 from 3,378
Change0 (0%)
Value$246.1K (-$13.0K)
Filed 2026-11-03
Sepio Capital, LP
NEW
Shares3,320
Change+3,320
Value$241.9K
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares3,319 from 3,297
Change+22 (+1%)
Value$241.8K (-$9.8K)
Filed 2026-11-02
Integrated Wealth Management
DECREASED
Shares3,190 from 3,313
Change-123 (-4%)
Value$232.4K (-$21.7K)
Filed 2026-10-19
Concord Wealth Partners
INCREASED
Shares3,184 from 2,940
Change+244 (+8%)
Value$232.0K (+$6.5K)
Filed 2026-11-02
Townsend Financial Planning, LLC
DECREASED
Shares3,168 from 5,868
Change-2,700 (-46%)
Value$230.8K (-$219.3K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$227.7K (-$12.0K)
Filed 2026-10-05
Capital Asset Advisory Services LLC
UNCHANGED
Shares3,122 from 3,122
Change0 (0%)
Value$231.2K (-$8.2K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares3,083 from 6,612
Change-3,529 (-53%)
Value$224.6K (-$282.6K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares3,049 from 2,854
Change+195 (+7%)
Value$222.2K (+$3.2K)
Filed 2026-10-29
Ignite Planners, LLC
DECREASED
Shares3,014 from 3,292
Change-278 (-8%)
Value$219.6K (-$32.9K)
Filed 2026-10-14
AMG National Trust Bank
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$218.2K (-$11.5K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares2,974 from 2,944
Change+30 (+1%)
Value$216.7K (-$9.2K)
Filed 2026-10-01
Oarsman Capital, Inc.
INCREASED
Shares2,971 from 2,911
Change+60 (+2%)
Value$216.5K (-$6.8K)
Filed 2026-11-05
Salem Investment Counselors Inc
DECREASED
Shares2,970 from 3,150
Change-180 (-6%)
Value$216.4K (-$25.2K)
Filed 2026-10-13
Robinswood Financial LLC
INCREASED
Shares2,959 from 2,919
Change+40 (+1%)
Value$216.9K (-$7.0K)
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares2,955 from 3,247
Change-292 (-9%)
Value$215.3K (-$33.7K)
Filed 2026-11-02
FFG Retirement Advisors LLC
INCREASED
Shares2,934 from 2,922
Change+12 (+0%)
Value$213.8K (-$10.4K)
Filed 2026-10-20
BNC Wealth Management, LLC
INCREASED
Shares2,931 from 2,925
Change+6 (+0%)
Value$213.6K (-$10.8K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares2,929 from 3,444
Change-515 (-15%)
Value$213.4K (-$50.8K)
Filed 2026-10-29
PUREfi Wealth, LLC
NEW
Shares2,884
Change+2,884
Value$210.1K
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
NEW
Shares2,874
Change+2,874
Value$209.4K
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED
Shares2,864 from 2,943
Change-79 (-3%)
Value$206.8K (-$19.0K)
Filed 2026-11-02
CWS Financial Advisors, LLC
NEW
Shares2,863
Change+2,863
Value$208.6K
Filed 2026-10-16
RCS Financial Planning, LLC
DECREASED
Shares2,849 from 3,709
Change-860 (-23%)
Value$207.6K (-$76.9K)
Filed 2026-10-14
Transcendent Capital Group LLC
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$204.7K (-$10.8K)
Filed 2026-10-28
United Advisor Group, LLC
DECREASED
Shares2,795 from 2,941
Change-146 (-5%)
Value$203.6K (-$21.9K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
NEW
Shares2,765
Change+2,765
Value$201.5K
Filed 2026-11-03
Infinity Wealth Counsel, LLC
INCREASED
Shares2,760 from 2,630
Change+130 (+5%)
Value$201.1K (-$627)
Filed 2026-10-15
TrueWealth Advisors, LLC
INCREASED
Shares2,756 from 2,739
Change+17 (+1%)
Value$200.8K (-$9.3K)
Filed 2026-10-09
rebel Financial LLC
DECREASED
Shares2,751 from 167,338
Change-164,587 (-98%)
Value$200.4K (-$12.6M)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares2,624 from 3,341
Change-717 (-21%)
Value$191.2K (-$65.1K)
Filed 2026-10-28
3 Factor Indexing, LLC
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$188.6K (-$9.9K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,500 from 4,042
Change-1,542 (-38%)
Value$182.1K (-$127.9K)
Filed 2026-10-26
Kennebec Savings Bank
INCREASED
Shares2,436 from 2,412
Change+24 (+1%)
Value$177.5K (-$7.5K)
Filed 2026-10-22
John Boyer, Inc.
NEW
Shares2,430
Change+2,430
Value$177.0K
Filed 2026-10-27
Markowski Investments
INCREASED
Shares2,369 from 2,343
Change+26 (+1%)
Value$172.6K (-$7.1K)
Filed 2026-10-30
Redwood Park Advisors LLC
DECREASED
Shares2,352 from 2,614
Change-262 (-10%)
Value$171.4K (-$29.1K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares2,307 from 2,344
Change-37 (-2%)
Value$168.1K (-$11.7K)
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares2,305 from 2,305
Change0 (0%)
Value$167.9K (-$8.9K)
Filed 2026-10-14
Root Financial Partners, LLC
DECREASED
Shares2,283 from 3,894
Change-1,611 (-41%)
Value$166.3K (-$132.3K)
Filed 2026-10-21
Richardson Financial Services Inc.
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$162.7K (-$8.6K)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares2,184 from 2,164
Change+20 (+1%)
Value$159.2K (-$6.8K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED
Shares2,074 from 4,066
Change-1,992 (-49%)
Value$151.1K (-$160.8K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares1,990 from 1,973
Change+17 (+1%)
Value$145.0K (-$6.3K)
Filed 2026-10-13
Reap Financial Group, LLC
INCREASED
Shares1,809 from 1,807
Change+2 (+0%)
Value$131.8K (-$6.7K)
Filed 2026-11-02
Zions Bancorporation, National Association
NEW
Shares1,806
Change+1,806
Value$131.6K
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares1,634 from 1,200
Change+434 (+36%)
Value$119.1K (+$27.1K)
Filed 2026-11-05
West Paces Advisors Inc.
INCREASED
Shares1,593 from 1,526
Change+67 (+4%)
Value$116.1K (-$978)
Filed 2026-10-13
Pacifica Partners Inc.
DECREASED
Shares1,529 from 1,644
Change-115 (-7%)
Value$111.3K (-$14.4K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$104.9K (-$5.5K)
Filed 2026-10-07
Tompkins Financial Corp
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$103.9K (-$5.5K)
Filed 2026-10-05
McCarley & Cook Financial Planners
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$102.7K (-$5.4K)
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$102.0K (-$5.4K)
Filed 2026-10-26
Kelleher Financial Advisors
DECREASED
Shares1,335 from 2,670
Change-1,335 (-50%)
Value$97.3K (-$107.5K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
INCREASED
Shares1,257 from 1,167
Change+90 (+8%)
Value$91.6K (+$2.1K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares1,233
Change+1,233
Value$89.8K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares1,214
Change+1,214
Value$88.5K
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares1,167 from 1,147
Change+20 (+2%)
Value$85.1K (-$3.0K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,154 from 1,049
Change+105 (+10%)
Value$84.1K (+$3.7K)
Filed 2026-10-27
Montag A & Associates Inc
INCREASED
Shares1,091 from 629
Change+462 (+73%)
Value$79.5K (+$31.2K)
Filed 2026-10-29
Archer Investment Corp
INCREASED
Shares1,047 from 1,032
Change+15 (+1%)
Value$76.3K (-$2.9K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
INCREASED
Shares1,010 from 1,009
Change+1 (+0%)
Value$73.6K (-$3.9K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares987 from 979
Change+8 (+1%)
Value$71.9K (-$3.2K)
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$71.5K (-$3.8K)
Filed 2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$65.1K (-$3.4K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$59.5K (-$3.1K)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares810 from 816
Change-6 (-1%)
Value$59.0K (-$3.6K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares682 from 1,946
Change-1,264 (-65%)
Value$49.7K (-$99.5K)
Filed 2026-10-20
Evolution Wealth Management Inc.
INCREASED
Shares677 from 652
Change+25 (+4%)
Value$49.3K (-$682)
Filed 2026-10-28
KFG LLC
NEW
Shares670
Change+670
Value$48.8K
Filed 2026-11-02
Pittenger & Anderson Inc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$47.4K (-$2.5K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$46.1K (-$2.4K)
Filed 2026-10-13
Pioneer Family Office, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$45.7K (-$2.4K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares581 from 370
Change+211 (+57%)
Value$42.3K (+$14.0K)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$40.2K (-$2.1K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares549
Change+549
Value$40.0K
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares543
Change+543
Value$39.6K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares533 from 414
Change+119 (+29%)
Value$38.8K (+$7.1K)
Filed 2026-10-29
Asset Dedication, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$35.3K (-$1.9K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$33.9K (-$1.8K)
Filed 2026-10-06
Birchbrook, Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$32.2K (-$1.6K)
Filed 2026-10-14
Coastline Trust Co
INCREASED
Shares434 from 405
Change+29 (+7%)
Value$31.6K (+$557)
Filed 2026-10-01
Trust Co of Toledo NA
DECREASED
Shares400 from 600
Change-200 (-33%)
Value$29.1K (-$16.9K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$29.1K (-$1.5K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares371 from 490
Change-119 (-24%)
Value$27.0K (-$10.6K)
Filed 2026-10-15
DT Investment Partners, LLC
NEW
Shares369
Change+369
Value$26.9K
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$24.8K (-$1.3K)
Filed 2026-11-05
Addison Advisors LLC
NEW
Shares314
Change+314
Value$22.9K
Filed 2026-11-06
Monetary Solutions, Ltd
INCREASED
Shares313 from 312
Change+1 (+0%)
Value$22.8K (-$1.2K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares278
Change+278
Value$20.3K
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares250 from 301
Change-51 (-17%)
Value$18.2K (-$4.9K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares231 from 3,864
Change-3,633 (-94%)
Value$16.8K (-$279.5K)
Filed 2026-10-14
Networth Advisors, LLC
INCREASED
Shares226 from 223
Change+3 (+1%)
Value$16.4K (-$674)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$16.4K (-$864)
Filed 2026-10-23
Sfam, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$15.3K (-$806)
Filed 2026-11-03
High Point Wealth Management, LLC
NEW
Shares193
Change+193
Value$14.1K
Filed 2026-11-05
Transce3nd, LLC
INCREASED
Shares185 from 30
Change+155 (+517%)
Value$13.6K (+$11.3K)
Filed 2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$13.3K (-$698)
Filed 2026-10-09
Winthrop Capital Management, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$13.0K (+$13.0K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
DECREASED
Shares177 from 256
Change-79 (-31%)
Value$12.9K (-$6.7K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares164 from 162
Change+2 (+1%)
Value$11.9K (-$490)
Filed 2026-10-27
Pflug Koory, LLC
INCREASED
Shares157 from 155
Change+2 (+1%)
Value$11.4K (-$468)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$11 (-$1)
Filed 2026-11-04
Balentine LLC
NEW
Shares138
Change+138
Value$10.1K
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$9.6K (-$506)
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$9.2K (-$484)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares122 from 28
Change+94 (+336%)
Value$8.9K (+$6.7K)
Filed 2026-10-19
CX Institutional
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$9 ($0)
Filed 2026-10-02
Maseco LLP
NEW
Shares119
Change+119
Value$8.7K
Filed 2026-10-27
Salomon & Ludwin, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$7.6K (-$359)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$7.2K (-$380)
Filed 2026-11-02
Covestor Ltd
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-30
Investors Research Corp
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$6.1K (-$323)
Filed 2026-10-07
DecisionPoint Financial, LLC
NEW
Shares82
Change+82
Value$6.0K
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.8K (-$304)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$5.5K (-$292)
Filed 2026-10-20
Gilpin Wealth Management, LLC
NEW
Shares54
Change+54
Value$3.9K
Filed 2026-10-09
Legacy Bridge, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.6K (-$192)
Filed 2026-10-28
Blueline Advisors LLC
DECREASED
Shares44 from 175
Change-131 (-75%)
Value$3.2K (-$10.2K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.9K (-$154)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.8K (-$146)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.7K (-$143)
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.1K (-$111)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.0K (-$108)
Filed 2026-10-26
Valued Wealth Advisors LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.9K (-$100)
Filed 2026-11-05
Armstrong Advisory Group, Inc
DECREASED
Shares17 from 211
Change-194 (-92%)
Value$1.2K (-$14.9K)
Filed 2026-10-09
Clayton Financial Group LLC
NEW
Shares15
Change+15
Value$1.1K
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares8 from 5
Change+3 (+60%)
Value$602 (+$199)
Filed 2026-11-06
Trust Co
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$219 (+$142)
Filed 2026-10-09
Foresight Capital Management Advisors, Inc.
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Greystone Financial Group, LLC
CLOSED
Shares0 from 224,132
Change-224,132 (-100%)
Value$0 (-$17.2M)
Filed 2026-10-26
Gemmer Asset Management LLC
CLOSED
Shares0 from 219,824
Change-219,824 (-100%)
Value$0 (-$16.9M)
Filed 2026-10-16
PCG Asset Management, LLC
CLOSED
Shares0 from 76,720
Change-76,720 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-05
Barclays PLC
CLOSED
Shares0 from 55,088
Change-55,088 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Wilkins Miller Wealth Management, LLC
CLOSED
Shares0 from 47,601
Change-47,601 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 32,793
Change-32,793 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 7,429
Change-7,429 (-100%)
Value$0 (-$569.8K)
Filed 2026-11-04
Mengis Capital Management, Inc.
CLOSED
Shares0 from 5,965
Change-5,965 (-100%)
Value$0 (-$457.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 5,855
Change-5,855 (-100%)
Value$0 (-$449.1K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 4,638
Change-4,638 (-100%)
Value$0 (-$355.7K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
CLOSED
Shares0 from 4,514
Change-4,514 (-100%)
Value$0 (-$346.2K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 4,490
Change-4,490 (-100%)
Value$0 (-$344.4K)
Filed 2026-10-29
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 4,395
Change-4,395 (-100%)
Value$0 (-$337.1K)
Filed 2026-10-08
Leverty Financial Group, LLC
CLOSED
Shares0 from 4,358
Change-4,358 (-100%)
Value$0 (-$334.3K)
Filed 2026-10-08
Tranquility Partners, LLC
CLOSED
Shares0 from 3,684
Change-3,684 (-100%)
Value$0 (-$282.6K)
Filed 2026-10-20
Basso Capital Management, L.P.
CLOSED
Shares0 from 3,633
Change-3,633 (-100%)
Value$0 (-$278.7K)
Filed 2026-10-30
Krilogy Financial LLC
CLOSED
Shares0 from 3,546
Change-3,546 (-100%)
Value$0 (-$272.0K)
Filed 2026-10-13
Fisher Asset Management, LLC
CLOSED
Shares0 from 3,522
Change-3,522 (-100%)
Value$0 (-$270.1K)
Filed 2026-11-06
Squire Investment Management Company, LLC
CLOSED
Shares0 from 3,373
Change-3,373 (-100%)
Value$0 (-$258.7K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 3,360
Change-3,360 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-14
Gibson Capital, LLC
CLOSED
Shares0 from 3,250
Change-3,250 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-23
Visionary Wealth Advisors
CLOSED
Shares0 from 3,157
Change-3,157 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 3,136
Change-3,136 (-100%)
Value$0 (-$240.5K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 3,122
Change-3,122 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-21
Fulton Breakefield Broenniman LLC
CLOSED
Shares0 from 3,097
Change-3,097 (-100%)
Value$0 (-$237.5K)
Filed 2026-11-03
Tepp RIA, LLC
CLOSED
Shares0 from 3,077
Change-3,077 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-14
Stone Loft Wealth Management LLC
CLOSED
Shares0 from 3,046
Change-3,046 (-100%)
Value$0 (-$231.9K)
Filed 2026-11-03
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 2,924
Change-2,924 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
CLOSED
Shares0 from 2,912
Change-2,912 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-20
Facet Wealth, Inc.
CLOSED
Shares0 from 2,891
Change-2,891 (-100%)
Value$0 (-$221.7K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 2,868
Change-2,868 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 2,860
Change-2,860 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,834
Change-2,834 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 2,751
Change-2,751 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-26
Beacon Capital Management, LLC
CLOSED
Shares0 from 2,744
Change-2,744 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-23
LongView Wealth Management
CLOSED
Shares0 from 2,741
Change-2,741 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-19
Hall Laurie J Trustee
CLOSED
Shares0 from 2,675
Change-2,675 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-06
L.K. Benson & Company, P.C.
CLOSED
Shares0 from 2,638
Change-2,638 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-23
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 2,079
Change-2,079 (-100%)
Value$0 (-$159.4K)
Filed 2026-10-28
Wellington Grp LLC
CLOSED
Shares0 from 1,885
Change-1,885 (-100%)
Value$0 (-$145.5K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 1,635
Change-1,635 (-100%)
Value$0 (-$125.4K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$116.0K)
Filed 2026-10-29
Sims Investment Management, LLC
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$103.9K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$56.4K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$45.9K)
Filed 2026-10-15
Mcdonald Partners LLC
CLOSED
Shares0 from 359
Change-359 (-100%)
Value$0 (-$27.5K)
Filed 2026-11-03
Nemes Rush Group LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-04
Signaturefd, LLC
CLOSED
Shares0 from 334
Change-334 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-23
SYM Financial Corp
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$21.4K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-29
Main Street Group, LTD
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$15.4K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-13
Financial Management Professionals, Inc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-23
Hanson & Doremus Investment Management
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-16
American National Bank & Trust
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-07
NorthAvenue LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$384)
Filed 2026-10-29
Mosley Wealth Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$230)
Filed 2026-10-16
MB, Levis & Associates, LLC
DECREASED
Shares0 from 65
Change-65 (-100%)
Value$18 (-$4.9K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$20 (-$36)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 26,474,330
Change-26,474,330 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,235,046
Change-24,235,046 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 12,822,370
Change-12,822,370 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,178,869
Change-12,178,869 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,248,421
Change-11,248,421 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,675,092
Change-8,675,092 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,224,992
Change-7,224,992 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,176,904
Change-6,176,904 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,995,262
Change-3,995,262 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,911,085
Change-3,911,085 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,393,708
Change-3,393,708 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,435,399
Change-2,435,399 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,400,546
Change-2,400,546 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 2,251,874
Change-2,251,874 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,073,835
Change-2,073,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,057,704
Change-2,057,704 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,020,987
Change-2,020,987 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,914,897
Change-1,914,897 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,839,154
Change-1,839,154 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,793,272
Change-1,793,272 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,515,708
Change-1,515,708 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,276,358
Change-1,276,358 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,261,481
Change-1,261,481 (-100%)
Value—
American Trust
N/A
Shares— from 1,214,066
Change-1,214,066 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,148,006
Change-1,148,006 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 974,442
Change-974,442 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 919,537
Change-919,537 (-100%)
Value—
WIT, LLC
N/A
Shares— from 861,173
Change-861,173 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 793,535
Change-793,535 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 714,797
Change-714,797 (-100%)
Value—
Stephens Inc
N/A
Shares— from 683,912
Change-683,912 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 666,617
Change-666,617 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 647,754
Change-647,754 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 631,866
Change-631,866 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 626,906
Change-626,906 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 558,188
Change-558,188 (-100%)
Value—
&partners
N/A
Shares— from 554,565
Change-554,565 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 476,206
Change-476,206 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 470,818
Change-470,818 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 465,336
Change-465,336 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 451,690
Change-451,690 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 418,386
Change-418,386 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 410,897
Change-410,897 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 408,111
Change-408,111 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 403,393
Change-403,393 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 395,818
Change-395,818 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 395,163
Change-395,163 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 389,276
Change-389,276 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 382,990
Change-382,990 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 363,886
Change-363,886 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 347,018
Change-347,018 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 340,605
Change-340,605 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 334,344
Change-334,344 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 332,133
Change-332,133 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 321,738
Change-321,738 (-100%)
Value—
Betterment LLC
N/A
Shares— from 315,442
Change-315,442 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 308,414
Change-308,414 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 306,232
Change-306,232 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 304,842
Change-304,842 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 296,358
Change-296,358 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 291,960
Change-291,960 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 288,490
Change-288,490 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 276,615
Change-276,615 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 276,174
Change-276,174 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 269,289
Change-269,289 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 260,224
Change-260,224 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 259,424
Change-259,424 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 258,454
Change-258,454 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 257,806
Change-257,806 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 253,368
Change-253,368 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 227,199
Change-227,199 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 223,101
Change-223,101 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 218,749
Change-218,749 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 197,875
Change-197,875 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 194,572
Change-194,572 (-100%)
Value—
Nwam LLC
N/A
Shares— from 190,646
Change-190,646 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 189,849
Change-189,849 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 185,977
Change-185,977 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 182,901
Change-182,901 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 162,620
Change-162,620 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 161,201
Change-161,201 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 160,380
Change-160,380 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 160,321
Change-160,321 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 135,734
Change-135,734 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 135,573
Change-135,573 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 133,847
Change-133,847 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 128,920
Change-128,920 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 128,358
Change-128,358 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 128,358
Change-128,358 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 125,167
Change-125,167 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 121,487
Change-121,487 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 117,910
Change-117,910 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 115,068
Change-115,068 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 108,419
Change-108,419 (-100%)
Value—
Blair William & Co
N/A
Shares— from 108,356
Change-108,356 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 105,152
Change-105,152 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 102,755
Change-102,755 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 100,393
Change-100,393 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 99,785
Change-99,785 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 96,221
Change-96,221 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 92,757
Change-92,757 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 92,710
Change-92,710 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 92,336
Change-92,336 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 91,636
Change-91,636 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 91,322
Change-91,322 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 87,923
Change-87,923 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 87,243
Change-87,243 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 87,020
Change-87,020 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 85,005
Change-85,005 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 83,788
Change-83,788 (-100%)
Value—
Centennial Bank
N/A
Shares— from 82,870
Change-82,870 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 81,985
Change-81,985 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 75,804
Change-75,804 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 75,114
Change-75,114 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 73,241
Change-73,241 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 68,762
Change-68,762 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 68,646
Change-68,646 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 63,985
Change-63,985 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 63,866
Change-63,866 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 61,878
Change-61,878 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 60,228
Change-60,228 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 58,842
Change-58,842 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 54,214
Change-54,214 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 53,563
Change-53,563 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 53,474
Change-53,474 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 52,839
Change-52,839 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 52,744
Change-52,744 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 52,586
Change-52,586 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 50,889
Change-50,889 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 49,730
Change-49,730 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 49,171
Change-49,171 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 47,741
Change-47,741 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 47,288
Change-47,288 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,614
Change-46,614 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 46,307
Change-46,307 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 45,831
Change-45,831 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 45,012
Change-45,012 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 44,927
Change-44,927 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 44,925
Change-44,925 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 44,403
Change-44,403 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 42,532
Change-42,532 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 41,519
Change-41,519 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 40,641
Change-40,641 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 40,542
Change-40,542 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 39,857
Change-39,857 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 39,816
Change-39,816 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 39,693
Change-39,693 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 38,005
Change-38,005 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,610
Change-37,610 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 36,955
Change-36,955 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 36,862
Change-36,862 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 35,449
Change-35,449 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 33,617
Change-33,617 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 33,072
Change-33,072 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 31,868
Change-31,868 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 31,657
Change-31,657 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 30,208
Change-30,208 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,318
Change-29,318 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 29,268
Change-29,268 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 27,779
Change-27,779 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,336
Change-26,336 (-100%)
Value—
United Bank
N/A
Shares— from 26,300
Change-26,300 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 26,025
Change-26,025 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,693
Change-24,693 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,444
Change-23,444 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,348
Change-23,348 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 23,116
Change-23,116 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 22,629
Change-22,629 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,536
Change-22,536 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 21,572
Change-21,572 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 20,917
Change-20,917 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 20,684
Change-20,684 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 20,269
Change-20,269 (-100%)
Value—
Motco
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 19,014
Change-19,014 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,899
Change-18,899 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 18,545
Change-18,545 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,866
Change-17,866 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 17,480
Change-17,480 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 17,472
Change-17,472 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 17,379
Change-17,379 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 17,314
Change-17,314 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 16,449
Change-16,449 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 16,104
Change-16,104 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 15,955
Change-15,955 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,712
Change-15,712 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,637
Change-15,637 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 15,348
Change-15,348 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 14,777
Change-14,777 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,646
Change-14,646 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,611
Change-14,611 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 14,243
Change-14,243 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 13,691
Change-13,691 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,270
Change-13,270 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 11,486
Change-11,486 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 11,434
Change-11,434 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Commerce Bank
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Members Trust Co
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 8,940
Change-8,940 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,715
Change-8,715 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,442
Change-8,442 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,403
Change-5,403 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 659
Change-659 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
CNB Bank
N/A
Shares— from 577
Change-577 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 421
Change-421 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 336
Change-336 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 330
Change-330 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 209
Change-209 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 175
Change-175 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 152
Change-152 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
EFG International AG
N/A
Shares— from 93
Change-93 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Toews Corp
N/A
Shares— from 61
Change-61 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6
Change-6 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
True Link Financial Advisors, LLC
INCREASED5,985,6165,706,056+279,560+5%$437.7M$436.1M-$1.5M2026-10-27
LPL Financial LLC
DECREASED5,359,1525,360,448-1,2960%$411.1M$390.5M-$20.7M2026-11-06
Retirement Investment Advisors, Inc.
INCREASED1,982,0751,825,373+156,702+9%$138.2M$144.4M+$6.2M2026-10-22
Creative Planning
INCREASED1,837,3431,371,285+466,058+34%$105.2M$133.9M+$28.7M2026-11-02
Bank of New York Mellon Corp
INCREASED1,553,0921,526,858+26,234+2%$117.1M$113.2M-$4.0M2026-11-05
Fifth Third Bancorp
DECREASED1,368,5871,471,769-103,182-7%$112.9M$99.7M-$13.2M2026-11-05
Truist Financial Corp
INCREASED1,355,8441,263,804+92,040+7%$96.9M$98.8M+$1.9M2026-10-30
Assetmark, Inc
DECREASED1,311,9471,346,530-34,583-3%$103.3M$95.6M-$7.7M2026-10-21
Citizens Financial Group Inc
INCREASED1,275,8911,050,510+225,381+21%$80.6M$93.0M+$12.4M2026-10-23
Mather Group, Llc.
DECREASED1,268,1291,630,105-361,976-22%$125.0M$92.4M-$32.6M2026-10-14
Commonwealth Equity Services, LLC
INCREASED1,221,5811,207,949+13,632+1%$92.6M$89.0M-$3.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,063,6311,105,158-41,527-4%$84.8M$77.5K-$84.7M2026-11-02
Family Investment Center, Inc.
DECREASED1,014,6731,038,714-24,041-2%$79.7M$73.9M-$5.7M2026-10-19
Allied Investment Advisors, LLC
INCREASED896,849155,473+741,376+477%$11.9M$65.3M+$53.4M2026-10-13
Discipline Wealth Solutions, LLC
INCREASED884,674818,448+66,226+8%$62.8M$64.5M+$1.7M2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED877,8321,014,569-136,737-13%$77.1M$64.1M-$13.1M2026-10-13
Sage Financial Management Group, Inc.
INCREASED777,603711,661+65,942+9%$54.6M$56.7M+$2.1M2026-11-06
Cannon Financial Strategists, Inc.
INCREASED746,972696,561+50,411+7%$53.4M$54.4M+$998.2K2026-10-19
Cranbrook Wealth Management, LLC
INCREASED743,629730,608+13,021+2%$56.0M$54.2M-$1.9M2026-10-28
Verus Financial Partners, Inc.
INCREASED720,389706,952+13,437+2%$54.2M$52.5M-$1.7M2026-10-29
Scott Capital Advisors, LLC
INCREASED705,655677,229+28,426+4%$51.9M$51.4M-$585.9K2026-10-13
BCM Advisors, LLC
DECREASED684,5421,267,115-582,573-46%$95.7M$50.9M-$44.8M2026-11-03
Willow Creek Wealth Management Inc.
INCREASED667,723583,191+84,532+14%$44.7M$48.7M+$3.9M2026-10-26
US Bancorp \de\
DECREASED661,375729,038-67,663-9%$55.9M$48.2M-$7.7M2026-11-05
Daymark Wealth Partners, LLC
INCREASED641,622575,881+65,741+11%$44.2M$46.7M+$2.6M2026-11-04
LVW Advisors, LLC
INCREASED622,152494,779+127,373+26%$37.9M$45.3M+$7.4M2026-10-19
PNC Financial Services Group, Inc.
INCREASED564,947543,846+21,101+4%$41.7M$41.2M-$551.0K2026-11-06
Pinkerton Wealth, LLC
INCREASED563,665515,159+48,506+9%$39.8M$41.1M+$1.3M2026-10-29
True Freedom Investing, LLC
INCREASED546,227496,303+49,924+10%$38.3M$39.8M+$1.5M2026-10-29
BetterWealth, LLC
INCREASED544,736521,246+23,490+5%$40.0M$39.7M-$290.1K2026-10-15
Lodestar Private Asset Management LLC
INCREASED538,247387,752+150,495+39%$29.7M$39.2M+$9.5M2026-10-26
Midwest Trust Co
INCREASED534,376523,378+10,998+2%$40.1M$38.9M-$1.2M2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED532,552501,701+30,851+6%$38.5M$38.8K-$38.4M2026-10-14
Farther Finance Advisors, LLC
INCREASED512,588488,716+23,872+5%$37.5M$37.3M-$138.1K2026-10-08
Cornerstone Planning Group LLC
DECREASED511,983609,041-97,058-16%$46.1M$37.3M-$8.7M2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED499,862523,833-23,971-5%$40.2M$36.4M-$3.8M2026-10-22
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED498,050488,980+9,070+2%$37.5M$36.3M-$1.2M2026-10-30
Gordian Advisors LLC
INCREASED470,156451,880+18,276+4%$34.7M$34.3M-$403.6K2026-10-30
Brighton Securities Corp.
INCREASED464,181443,456+20,725+5%$34.0M$33.8M-$192.9K2026-10-08
Greenup Street Wealth Management LLC
INCREASED460,436418,756+41,680+10%$32.1M$33.5M+$1.4M2026-10-28
Avior Wealth Management, LLC
INCREASED454,475445,048+9,427+2%$34.1M$33.1M-$1.0M2026-10-13
Fifth Third Securities, Inc.
INCREASED440,071116,733+323,338+277%$9.0M$32.1M+$23.1M2026-10-21
Southern Michigan Bank & Trust
INCREASED437,396433,842+3,554+1%$33.3M$31.9M-$1.4M2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED416,118417,009-8910%$32.0M$30.3M-$1.7M2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED413,823415,253-1,4300%$31.8M$30.2M-$1.7M2026-10-20
Ballentine Capital Advisors, Inc
INCREASED412,156403,995+8,161+2%$31.0M$30.0M-$956.7K2026-10-14
Brown Wealth Management, LLC
INCREASED411,436388,428+23,008+6%$29.8M$30.0M+$184.8K2026-10-20
Compass Planning Associates Inc
INCREASED405,761390,104+15,657+4%$29.9M$29.6M-$357.3K2026-10-13
Bernardo Wealth Planning LLC
INCREASED400,160184,804+215,356+117%$14.2M$29.2M+$15.0M2026-10-23
Austin Asset Management Co Inc
INCREASED394,166356,896+37,270+10%$27.4M$28.7M+$1.3M2026-10-29
Fonville Wealth Management LLC
INCREASED384,642325,750+58,892+18%$25.0M$28.0M+$3.0M2026-10-28
Hoge Financial Services, LLC
INCREASED384,438365,539+18,899+5%$28.0M$28.0M-$26.7K2026-11-05
Modera Wealth Management, LLC
DECREASED381,036409,973-28,937-7%$31.4M$27.8M-$3.7M2026-10-28
Everhart Financial Group, Inc.
DECREASED368,484381,781-13,297-3%$29.3M$26.8M-$2.4M2026-10-08
ForthRight Wealth Management, LLC
INCREASED347,241332,229+15,012+5%$25.5M$25.3M-$182.0K2026-11-06
Thrivent Financial for Lutherans
DECREASED337,227353,353-16,126-5%$27.1M$24.6K-$27.1M2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED333,805394,939-61,134-15%$30.3M$24.3M-$6.0M2026-11-03
Rosenberg Matthew Hamilton
DECREASED333,614337,688-4,074-1%$25.9M$24.3M-$1.6M2026-10-05
Acorn Creek Capital LLC
DECREASED324,940388,216-63,276-16%$29.8M$23.7M-$6.1M2026-11-05
Clark Asset Management, LLC
INCREASED306,347280,084+26,263+9%$21.5M$22.3M+$838.0K2026-10-19
Brewster Financial Planning LLC
INCREASED302,532291,009+11,523+4%$22.3M$22.0M-$277.9K2026-10-13
First Merchants Corp
INCREASED302,029291,886+10,143+3%$22.4M$22.0M-$381.8K2026-10-15
Human Investing LLC
INCREASED292,329264,084+28,245+11%$20.3M$21.3M+$1.0M2026-10-19
Principal Financial Group Inc
DECREASED282,651293,570-10,919-4%$22.5M$20.6M-$1.9M2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED281,608282,994-1,3860%$21.7M$20.5M-$1.2M2026-11-03
Parkside Financial Bank & Trust
INCREASED276,414264,305+12,109+5%$20.3M$20.1M-$132.7K2026-10-27
Darrow Company, Inc.
INCREASED268,074248,701+19,373+8%$19.1M$19.5M+$455.9K2026-10-22
MBA Advisors LLC
INCREASED265,230250,000+15,230+6%$19.2M$19.3M+$149.7K2026-10-29
Beacon Capital Management, Inc.
DECREASED259,480521,466-261,986-50%$40.0M$18.9M-$21.1M2026-10-13
Kestra Advisory Services, LLC
INCREASED252,397196,419+55,978+29%$15.1M$18.4M+$3.3M2026-11-02
Lido Advisors, LLC
INCREASED252,170245,428+6,742+3%$18.8M$18.4M-$451.2K2026-11-04
San Luis Wealth Advisors LLC
INCREASED250,760127,851+122,909+96%$9.8M$18.3M+$8.5M2026-10-27
TCI Wealth Advisors, Inc.
INCREASED241,99747,470+194,527+410%$3.6M$17.6M+$14.0M2026-10-30
Cambridge Capital Management, LLC
INCREASED241,607230,140+11,467+5%$17.7M$17.6M-$48.3K2026-10-19
MGO One Seven LLC
DECREASED237,607248,838-11,231-5%$19.1M$17.3M-$1.8M2026-10-28
Gamma Investing LLC
DECREASED235,555298,924-63,369-21%$22.9M$17.2M-$5.8M2026-10-08
Boyd Wealth Management, LLC
INCREASED228,490216,088+12,402+6%$16.6M$16.6M+$73.8K2026-10-20
Neumann Capital Management, LLC
INCREASED224,711218,277+6,434+3%$16.7M$16.4M-$369.4K2026-10-15
NewSquare Capital LLC
INCREASED223,096212,430+10,666+5%$16.3M$16.3M-$38.6K2026-11-06
Bokf, NA
INCREASED220,509210,903+9,606+5%$16.2M$16.1M-$110.0K2026-10-27
Fiduciary Financial Group, LLC
INCREASED218,575205,798+12,777+6%$15.8M$15.9M+$140.7K2026-10-13
Davenport & Co LLC
INCREASED215,699205,667+10,032+5%$15.8M$15.7M-$58.9K2026-10-14
Associated Banc-Corp
INCREASED206,874194,879+11,995+6%$14.9M$15.1M+$125.6K2026-10-30
Apella Capital, LLC
DECREASED200,243200,425-1820%$15.3M$14.6M-$678.6K2026-10-08
Vertrix Wealth Management, LLC
INCREASED199,160195,820+3,340+2%$15.0M$14.5M-$508.6K2026-10-13
Allworth Financial LP
INCREASED199,050186,067+12,983+7%$14.3M$15.3M+$995.7K2026-11-06
Montecito Bank & Trust
DECREASED195,276197,632-2,356-1%$15.2M$14.2M-$930.6K2026-10-01
Mach-1 Financial Group, LLC
INCREASED192,900175,441+17,459+10%$13.5M$14.1M+$598.4K2026-11-06
FC Advisory LLC
INCREASED191,307180,561+10,746+6%$13.8M$13.9M+$89.6K2026-10-05
City State Bank
DECREASED187,772188,143-3710%$14.4M$13.7M-$749.5K2026-10-20
Brookstone Capital Management
DECREASED184,222191,950-7,728-4%$14.7M$13.4M-$1.3M2026-10-22
Cornerstone Wealth Management, LLC
INCREASED183,124181,259+1,865+1%$13.9M$13.3M-$560.2K2026-11-04
Frankly Finances, LLC
INCREASED177,576168,951+8,625+5%$13.0M$12.9M-$20.4K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED171,88674,183+97,703+132%$5.7M$12.5M+$6.8M2026-10-16
Nisa Investment Advisors, LLC
DECREASED171,399181,092-9,693-5%$13.9M$12.5M-$1.4M2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED169,201168,117+1,084+1%$12.9M$12.3M-$566.6K2026-10-08
Mustard Seed Financial, LLC
INCREASED167,068156,050+11,018+7%$12.0M$12.2M+$203.5K2026-10-30
Integrity Advisory Solutions, LLC
INCREASED166,332144,969+21,363+15%$11.1M$12.1M+$999.9K2026-10-29
Retirement Planning Group, LLC
INCREASED164,484153,297+11,187+7%$11.8M$12.0M+$226.5K2026-10-19
Equity Wealth Partners, LLC
INCREASED162,000141,723+20,277+14%$10.9M$11.8M+$933.2K2026-10-26
Sterling Financial Planning, Inc.
INCREASED161,978153,913+8,065+5%$11.8M$11.8M-$3.4K2026-10-28
Keudell ison Wealth Management
INCREASED159,4018,593+150,808+1755%$659.1K$11.6M+$11.0M2026-10-16
Clarity Wealth Advisors, LLC
INCREASED157,781155,914+1,867+1%$12.0M$11.5M-$462.7K2026-10-21
Stephenson & Company, Inc.
DECREASED154,161155,421-1,260-1%$11.9M$11.2M-$688.6K2026-10-30
Sigma Planning Corp
INCREASED154,084148,697+5,387+4%$11.4M$11.2M-$172.0K2026-10-23
Hurlow Wealth Management Group, Inc.
INCREASED151,595137,452+14,143+10%$10.5M$11.0M+$502.6K2026-10-29
Clarity Asset Management, Inc.
INCREASED150,439147,666+2,773+2%$11.3M$11.0M-$365.0K2026-10-14
Fund Evaluation Group, LLC
INCREASED150,082144,624+5,458+4%$11.1M$10.9M-$157.7K2026-11-05
Safir Wealth Advisors, LLC
INCREASED148,973143,732+5,241+4%$11.0M$10.9M-$170.1K2026-10-16
Mission Wealth Management, LP
INCREASED148,625130,457+18,168+14%$10.0M$10.8M+$822.8K2026-10-15
Atria Investments, Inc
DECREASED148,461153,817-5,356-3%$11.8M$10.8M-$980.9K2026-10-15
Go Invest LLC
INCREASED147,269124,592+22,677+18%$9.6M$10.7M+$1.2M2026-10-09
TD Private Client Wealth LLC
DECREASED142,113160,087-17,974-11%$12.3M$10.4M-$1.9M2026-10-28
IFG Advisors, LLC
INCREASED140,985132,427+8,558+6%$10.2M$10.3M+$115.0K2026-10-15
Carl P. Sherr & Co., LLC
INCREASED140,584135,358+5,226+4%$10.4M$10.2M-$139.0K2026-11-06
Avantax Planning Partners, Inc.
INCREASED139,512110,820+28,692+26%$8.5M$10.2M+$1.7M2026-11-03
SigFig Wealth Management, LLC
INCREASED139,010130,756+8,254+6%$10.1M$10.1M+$56.1K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED138,942128,464+10,478+8%$9.9M$10.1M+$270.2K2026-10-14
Naples Global Advisors, LLC
INCREASED135,016119,009+16,007+13%$9.1M$9.8M+$709.3K2026-11-05
Galvin, Gaustad & Stein, LLC
INCREASED132,961132,346+615+0%$10.2M$9.7M-$463.3K2026-10-08
Burney Co/
DECREASED132,212139,339-7,127-5%$10.7M$9.6M-$1.1M2026-10-15
D.A. Davidson & Co.
DECREASED130,233131,884-1,651-1%$10.1M$9.5M-$626.7K2026-10-28
Merit Financial Group, LLC
INCREASED129,658116,217+13,441+12%$8.9M$9.4M+$533.1K2026-11-06
Evolution Advisers, Inc.
INCREASED128,323119,149+9,174+8%$9.1M$9.4M+$238.6K2026-11-06
Joel Isaacson & Co., LLC
INCREASED128,037125,024+3,013+2%$9.6M$9.3M-$260.6K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED127,838116,914+10,924+9%$9.0M$9.3M+$347.0K2026-11-06
Wealth Enhancement Trust Services, Inc.
DECREASED125,345133,768-8,423-6%$10.3M$9.1M-$1.1M2026-10-07
EverSource Wealth Advisors, LLC
INCREASED124,574124,258+316+0%$9.5M$9.1M-$454.2K2026-11-04
Patton Albertson Miller Group, LLC
INCREASED119,704117,044+2,660+2%$9.0M$8.7M-$255.6K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED117,814115,390+2,424+2%$8.9M$8.6M-$266.5K2026-11-05
Tillman Hartley LLC
INCREASED117,042111,199+5,843+5%$8.5M$8.5M-$1.3K2026-11-06
VCI Wealth Management LLC
DECREASED116,941124,582-7,641-6%$9.6M$8.5M-$1.0M2026-10-29
Verde Capital Management
DECREASED116,324135,484-19,160-14%$10.4M$8.5M-$1.9M2026-10-28
Orrstown Financial Services Inc
INCREASED113,04090,878+22,162+24%$7.0M$8.2M+$1.3M2026-10-14
Silver Oak Advisory Group, Inc.
INCREASED112,15693,294+18,862+20%$7.2M$8.2M+$1.0M2026-11-06
Hohimer Wealth Management, LLC
INCREASED111,030109,411+1,619+1%$8.4M$8.1M-$302.2K2026-11-04
Consilium Wealth Advisory, LLC
INCREASED109,923104,958+4,965+5%$8.1M$8.0M-$41.3K2026-10-14
Cutler Investment Counsel LLC
INCREASED109,076102,792+6,284+6%$7.9M$7.9M+$63.1K2026-10-28
New Hampshire Trust
INCREASED108,63093,799+14,831+16%$7.2M$7.9M+$720.4K2026-10-20
Kroeger Financial Partners
INCREASED107,375105,507+1,868+2%$8.1M$7.8M-$269.0K2026-10-19
Bay Capital Advisors, LLC
INCREASED105,731104,171+1,560+2%$8.0M$7.7M-$286.3K2026-10-16
Vise Technologies, Inc.
INCREASED105,42035,352+70,068+198%$2.7M$7.7M+$5.0M2026-10-29
Genesis Private Wealth, LLC
INCREASED105,40797,679+7,728+8%$7.5M$7.7M+$188.0K2026-11-02
Parker Financial LLC
INCREASED103,22899,771+3,457+3%$7.7M$7.5M-$130.1K2026-11-05
Intergy Private Wealth, LLC
INCREASED101,86792,231+9,636+10%$7.1M$7.4M+$347.9K2026-10-16
First Heartland Consultants, Inc.
INCREASED97,59989,901+7,698+9%$6.9M$7.1M+$215.6K2026-10-08
Deutsche Bank Ag\
DECREASED93,86597,390-3,525-4%$7.5M$6.8M-$630.8K2026-11-06
MFA Wealth Advisors, LLC
DECREASED92,561600,446-507,885-85%$46.1M$6.7M-$39.3M2026-10-07
Certified Advisory Corp
DECREASED91,442202,069-110,627-55%$15.5M$6.7M-$8.8M2026-10-29
Evergreen Wealth Management, LLC
INCREASED90,14085,937+4,203+5%$6.6M$6.6M-$23.8K2026-11-06
Bay Harbor Wealth Management, LLC
INCREASED89,62989,217+412+0%$6.8M$6.5M-$312.6K2026-11-03
Clarity Capital Advisors, LLC
INCREASED88,71885,163+3,555+4%$6.5M$6.5M-$68.1K2026-10-27
Wealth Advisory Team LLC
INCREASED87,48386,829+654+1%$6.7M$6.4M-$285.8K2026-11-05
Sagace Wealth Management LLC
INCREASED87,25583,048+4,207+5%$6.4M$6.4M-$12.4K2026-10-28
Rossby Financial, LCC
DECREASED86,51090,084-3,574-4%$6.9M$6.3M-$606.5K2026-11-05
Arcataur Capital Management LLC
INCREASED86,48075,482+10,998+15%$5.8M$6.3M+$511.5K2026-10-21
Citigroup Inc
DECREASED85,699200,933-115,234-57%$15.4M$6.2M-$9.2M2026-11-04
Stephen J. Garry & Associates, LLC
DECREASED85,384112,412-27,028-24%$8.6M$6.2M-$2.4M2026-11-05
StoneX Group Inc.
INCREASED84,98979,745+5,244+7%$6.1M$6.2M+$100.3K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED84,95086,974-2,024-2%$6.7M$6.2M-$481.4K2026-10-05
Secure Asset Management, LLC
INCREASED83,89375,621+8,272+11%$5.8M$6.1M+$312.3K2026-10-19
Savant Capital, LLC
DECREASED81,764198,645-116,881-59%$15.3M$6.0M-$9.3M2026-11-06
Jacobsen Capital Management
INCREASED81,29078,704+2,586+3%$6.0M$5.9M-$113.8K2026-10-27
Leeward Financial Partners, LLC
INCREASED81,18480,475+709+1%$6.2M$5.9M-$257.4K2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED80,42882,235-1,807-2%$6.3M$5.9M-$440.1K2026-10-16
Park National Corp
INCREASED79,87974,299+5,580+8%$5.7M$5.8M+$121.3K2026-10-05
Milestone Investment Advisors LLC
DECREASED79,68480,327-643-1%$6.2M$5.8M-$355.3K2026-11-05
Sunesis Advisors, LLC
INCREASED77,85677,398+458+1%$5.9M$5.7M-$263.8K2026-10-26
Hardy Reed LLC
INCREASED77,84072,316+5,524+8%$5.5M$5.7M+$124.8K2026-11-06
Prospera Financial Services Inc
DECREASED77,783105,504-27,721-26%$8.1M$5.8M-$2.3M2026-11-04
Cornerstone National Bank & Trust Co
INCREASED75,96846,867+29,101+62%$3.6M$5.5M+$2.0M2026-10-20
Ejmk Ventures LLC
INCREASED75,09869,047+6,051+9%$5.3M$5.5M+$175.8K2026-10-21
Lionshead Wealth Management, LLC
DECREASED73,85575,759-1,904-3%$5.8M$5.4M-$429.6K2026-10-21
Tenet Wealth Partners, LLC
INCREASED73,37270,835+2,537+4%$5.4M$5.3M-$14.2K2026-10-19
PFG Advisors
INCREASED73,24371,980+1,263+2%$5.5M$5.3M-$184.4K2026-10-16
Planned Solutions, Inc.
DECREASED72,07979,558-7,479-9%$6.1M$5.3M-$850.5K2026-10-19
Ironwood Financial, llc
INCREASED71,42648,123+23,303+48%$3.6M$5.2M+$1.6M2026-10-20
Harbour Trust & Investment Management Co
INCREASED67,07362,931+4,142+7%$4.8M$4.9M+$60.1K2026-10-28
Earned Wealth Advisors, LLC
INCREASED66,32622,323+44,003+197%$1.7M$4.8M+$3.1M2026-11-06
Aspire Private Capital, LLC
INCREASED65,40361,283+4,120+7%$4.7M$4.8M+$64.9K2026-11-05
CoreCap Advisors, LLC
INCREASED65,37656,717+8,659+15%$4.4M$4.8M+$413.1K2026-10-08
Pacific Capital Wealth Advisors, Inc.
DECREASED63,865175,507-111,642-64%$13.5M$4.7M-$8.8M2026-10-22
HUB Investment Partners, LLC
INCREASED63,34462,329+1,015+2%$4.8M$4.6M-$165.4K2026-11-03
Integrated Advisors Network LLC
DECREASED61,57461,635-610%$4.7M$4.5M-$241.1K2026-10-20
Tritonpoint Wealth, LLC
DECREASED60,09961,468-1,369-2%$4.7M$4.4M-$335.8K2026-10-19
Professional Financial Advisors, LLC
INCREASED59,86657,710+2,156+4%$4.4M$4.4M-$64.5K2026-10-13
Meridian Financial Partners LLC
INCREASED59,38855,184+4,204+8%$4.2M$4.4M+$166.3K2026-10-23
Valmark Advisers, Inc.
INCREASED59,05457,942+1,112+2%$4.4M$4.3M-$141.5K2026-11-06
Phillips Financial Management, LLC
DECREASED58,17366,032-7,859-12%$5.1M$4.2M-$826.2K2026-10-19
Family Legacy, Inc.
INCREASED58,10357,046+1,057+2%$4.4M$4.2M-$142.0K2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED57,45854,976+2,482+5%$4.2M$4.2M-$30.3K2026-10-30
Eclectic Associates Inc
INCREASED56,98338,242+18,741+49%$2.9M$4.2M+$1.2M2026-10-09
Exchange Traded Concepts, LLC
INCREASED56,47255,748+724+1%$4.3M$4.1M-$161.3K2026-10-28
Hoxton Planning & Management, LLC
DECREASED55,69862,892-7,194-11%$4.8M$4.1M-$765.6K2026-10-15
Arcadia Wealth Management, LLC
DECREASED55,34060,527-5,187-9%$4.6M$4.0M-$610.3K2026-10-22
SeedSafe Financial LLC
DECREASED55,12955,308-1790%$4.2M$4.0M-$225.4K2026-11-02
WealthPlan Investment Management, LLC
DECREASED54,05254,344-292-1%$4.2M$3.9M-$230.0K2026-10-15
Uptown Financial Advisors LLC
INCREASED53,56352,739+824+2%$4.0M$3.9M-$142.5K2026-10-15
TSA Wealth Managment LLC
INCREASED50,14546,677+3,468+7%$3.6M$3.7M+$73.4K2026-10-22
Perigon Wealth Management, LLC
DECREASED49,68956,295-6,606-12%$4.3M$3.6M-$697.4K2026-10-22
White Lighthouse Investment Management Inc.
INCREASED49,63548,922+713+1%$3.8M$3.6M-$135.9K2026-10-21
Graetz Wealth LLC
DECREASED48,41559,356-10,941-18%$4.6M$3.5M-$1.0M2026-10-27
Chris Bulman Inc
INCREASED48,35448,264+90+0%$3.7M$3.5M-$178.8K2026-10-20
Conning Inc.
INCREASED48,33535,107+13,228+38%$2.7M$3.5M+$829.0K2026-10-27
LexAurum Advisors, LLC
DECREASED48,31849,272-954-2%$3.8M$3.5M-$258.7K2026-10-19
Level Financial Advisors
INCREASED47,77941,898+5,881+14%$3.2M$3.5M+$267.6K2026-10-13
St. Louis Trust Co
UNCHANGED47,36347,36300%$7.7M$3.5M-$4.3M2026-11-03
RS Crum Inc.
DECREASED45,92046,219-299-1%$3.5M$3.3M-$199.2K2026-10-19
First Horizon Corp
INCREASED45,85623,506+22,350+95%$1.8M$3.3M+$1.5M2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED45,82644,907+919+2%$3.4M$3.3M-$105.5K2026-10-27
Florida Trust Wealth Management Co
INCREASED44,66632,492+12,174+37%$2.5M$3.3M+$762.2K2026-11-05
Ridgewood Investments LLC
INCREASED44,39129,588+14,803+50%$2.3M$3.2M+$965.0K2026-10-05
Lanark Financial, Inc.
INCREASED43,37542,838+537+1%$3.3M$3.2M-$125.5K2026-10-26
Balance Wealth Partners LLC
DECREASED43,29145,563-2,272-5%$3.5M$3.2M-$340.5K2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED43,10340,127+2,976+7%$3.1M$3.1M+$62.5K2026-10-14
Park Avenue Securities LLC
INCREASED42,52635,344+7,182+20%$2.7M$3.1K-$2.7M2026-10-26
Elevated Capital Advisors, LLC
INCREASED41,37541,213+162+0%$3.2M$3.0M-$146.4K2026-11-04
Manuka Financial, LLC
INCREASED41,13236,704+4,428+12%$2.8M$3.0M+$181.7K2026-10-16
BancFirst Trust & Investment Management
INCREASED40,95838,261+2,697+7%$2.9M$3.0M+$40.2K2026-10-30
Integrity Alliance, Llc.
DECREASED39,87448,295-8,421-17%$3.7M$2.9M-$799.0K2026-10-29
Blueprint Financial Advisors LLC
NEW39,789—+39,789——$2.9M—2026-10-28
Capital Investment Advisors, LLC
DECREASED39,25940,069-810-2%$3.1M$2.9M-$212.9K2026-10-22
Ascentis Independent Advisors
INCREASED38,47410,987+27,487+250%$843.9K$2.8M+$2.0M2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED37,99638,098-1020%$2.9M$2.8M-$153.7K2026-10-30
Spire Wealth Management
DECREASED37,62949,666-12,037-24%$3.8M$2.7M-$1.1M2026-10-30
Pacific Park Financial, Inc.
DECREASED37,52844,927-7,399-16%$3.4M$2.7M-$711.6K2026-10-13
Nabity-Jensen Investment Management Inc
DECREASED36,69537,167-472-1%$2.9M$2.7M-$177.1K2026-10-23
Parallel Advisors, LLC
INCREASED35,75534,342+1,413+4%$2.6M$2.6M-$28.9K2026-11-03
Calder Financial LLC
INCREASED35,51130,577+4,934+16%$2.3M$2.6M+$242.0K2026-10-13
Sterling Investment Management, LLC
INCREASED35,47134,381+1,090+3%$2.6M$2.6M-$52.6K2026-10-16
Synergy Asset Management, LLC
INCREASED35,26426,968+8,296+31%$2.1M$2.6M+$500.9K2026-11-05
Warwick Investment Management, Inc.
DECREASED34,69336,232-1,539-4%$2.8M$2.5M-$251.3K2026-10-19
Retirement Wealth Solutions LLC
DECREASED34,67634,709-330%$2.7M$2.5M-$135.7K2026-10-07
Regions Financial Corp
INCREASED34,41421,062+13,352+63%$1.6M$2.5M+$891.9K2026-11-05
MidAtlantic Capital Management, Inc.
INCREASED34,25834,252+6+0%$2.6M$2.5M-$131.1K2026-11-05
Brindle & Bay Financial Advisors, LLC
INCREASED34,12725,689+8,438+33%$2.0M$2.5M+$516.1K2026-10-15
Cooper Financial Group
DECREASED34,10634,119-130%$2.6M$2.5M-$131.9K2026-10-07
Convergence Financial, LLC
NEW32,716—+32,716——$2.4M—2026-10-27
Lynx Investment Advisory
INCREASED32,41631,779+637+2%$2.4M$2.4M-$75.6K2026-10-27
Bourgeon Capital Management LLC
INCREASED31,59929,463+2,136+7%$2.3M$2.3M+$42.5K2026-10-19
Choreo, LLC
INCREASED31,59512,598+18,997+151%$966.3K$2.3M+$1.3M2026-10-28
Covenant Asset Management, LLC
INCREASED31,26630,590+676+2%$2.3M$2.3M-$68.2K2026-10-14
VestGen Advisors, LLC
DECREASED31,01333,154-2,141-6%$2.5M$2.3M-$283.3K2026-10-27
Diversified Portfolios, Inc.
DECREASED30,97133,090-2,119-6%$2.5M$2.3M-$281.5K2026-11-04
Werba Rubin Papier Wealth Management
INCREASED30,77625,926+4,850+19%$2.0M$2.2M+$253.8K2026-11-06
United Community Bank
DECREASED30,61735,326-4,709-13%$2.7M$2.2M-$478.7K2026-10-28
Physician Wealth Solutions Inc.
INCREASED29,86426,285+3,579+14%$2.0M$2.2M+$159.8K2026-10-14
Wheelhouse Advisory Group LLC
INCREASED29,65929,153+506+2%$2.2M$2.2M-$75.1K2026-10-20
Capital Advisors, Ltd. LLC
INCREASED29,54829,107+441+2%$2.2K$2.2K-$802026-10-27
Compass Financial Group, Inc.
INCREASED29,41127,835+1,576+6%$2.1M$2.1M+$7.9K2026-11-06
Waller Financial Planning Group, Inc
DECREASED28,58734,727-6,140-18%$2.7M$2.1M-$580.7K2026-10-07
Amicus Financial Advisors, LLC
INCREASED28,34428,190+154+1%$2.2M$2.1M-$97.0K2026-11-03
Breakwater Capital Group
DECREASED28,29328,648-355-1%$2.2M$2.1M-$135.9K2026-10-09
NBT Bank, N.A.
INCREASED27,83716,587+11,250+68%$1.3M$2.0M+$756.0K2026-10-21
Silvia Mccoll Wealth Management, LLC
INCREASED27,79027,720+70+0%$2.1M$2.0M-$101.4K2026-10-07
Ascent Group, LLC
DECREASED27,68731,998-4,311-13%$2.5M$2.0M-$437.0K2026-10-30
Ethos Capital Management, Inc.
DECREASED27,52434,090-6,566-19%$2.6M$2.0M-$609.3K2026-11-03
BLB&B Advisors, LLC
DECREASED27,13929,065-1,926-7%$2.2M$2.0M-$251.9K2026-10-27
TritonPoint Partners, LLC
DECREASED27,08861,912-34,824-56%$4.7M$2.0M-$2.8M2026-11-05
Successful Portfolios LLC
INCREASED26,91825,812+1,106+4%$2.0M$2.0M-$8.5K2026-10-09
Matisse Capital
DECREASED26,84228,954-2,112-7%$2.2M$2.0M-$265.1K2026-10-29
NBH Bank
INCREASED26,12323,849+2,274+10%$1.8M$1.9M+$74.1K2026-11-05
Patten Group, Inc.
DECREASED26,03028,980-2,950-10%$2.2M$1.9M-$326.2K2026-10-26
Blueprint Investment Partners LLC
NEW25,709—+25,709——$1.9M—2026-10-28
CGC Financial Services, LLC
INCREASED25,05522,341+2,714+12%$1.7M$1.8M+$112.0K2026-10-13
Provident Wealth Management, LLC
DECREASED24,91926,648-1,729-6%$2.0M$1.8M-$228.3K2026-10-20
HT Partners LLC
INCREASED24,52124,293+228+1%$1.9M$1.8M-$76.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED23,98825,637-1,649-6%$1.9M$1.8M-$175.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED23,98825,637-1,649-6%$1.9M$1.8M-$175.9K2026-10-20
Kuhn & Co Investment Counsel
DECREASED23,88136,798-12,917-35%$2.8M$1.7M-$1.1M2026-10-29
Revisor Wealth Management LLC
DECREASED23,52727,151-3,624-13%$2.1M$1.7M-$351.5K2026-10-20
Abacus Wealth Partners, LLC
INCREASED23,46822,554+914+4%$1.7M$1.7M-$20.0K2026-11-03
TD Waterhouse Canada Inc.
DECREASED23,26765,108-41,841-64%$5.0M$1.7M-$3.3M2026-10-16
Pillar Financial Advisors, LLC
INCREASED23,06923,060+9+0%$1.8M$1.7M-$87.9K2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED22,56623,351-785-3%$1.8M$1.6M-$154.5K2026-10-13
Ballast Rock Private Wealth LLC
DECREASED22,09226,169-4,077-16%$2.0M$1.6M-$397.5K2026-10-26
Shade Tree Advisors LLC
INCREASED21,59319,256+2,337+12%$1.5M$1.6M+$96.3K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED21,41022,084-674-3%$1.7M$1.6M-$133.9K2026-10-13
Security Financial Services, Inc.
INCREASED21,40316,272+5,131+32%$1.2M$1.6M+$311.4K2026-10-29
Kampmann Melissa S.
INCREASED21,13620,151+985+5%$1.5M$1.5M-$5.6K2026-10-28
Level Four Advisory Services, LLC
DECREASED20,24523,699-3,454-15%$1.8M$1.5M-$342.7K2026-11-06
Compass Financial Management LLC
DECREASED20,09820,120-220%$1.5M$1.5M-$75.6K2026-10-30
United Financial Planning Group LLC
INCREASED20,08019,823+257+1%$1.5M$1.5M-$58.9K2026-11-04
Adelphi Trust Co
INCREASED19,61619,288+328+2%$1.5M$1.4M-$50.2K2026-10-05
JFS Wealth Advisors, LLC
DECREASED19,56930,731-11,162-36%$2.4M$1.4M-$931.3K2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED19,18019,060+120+1%$1.5M$1.4M-$64.5K2026-11-04
Moisand Fitzgerald Tamayo, LLC
DECREASED18,96727,247-8,280-30%$2.1M$1.4M-$707.9K2026-10-15
Legacy Wealth Partners, LLC
INCREASED18,07717,405+672+4%$1.3M$1.3M-$17.9K2026-10-15
Independent Financial Group, LLC
INCREASED18,00917,872+137+1%$1.4M$1.3M-$58.7K2026-10-13
Quadrant Capital Group LLC
DECREASED17,84519,215-1,370-7%$1.5M$1.3M-$170.6K2026-10-20
GC Wealth Management RIA, LLC
UNCHANGED17,70817,70800%$1.4M$1.3M-$68.0K2026-11-02
Prudent Investor Advisors, LLC
NEW17,653—+17,653——$1.3M—2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED17,63914,905+2,734+18%$1.1M$1.3M+$142.0K2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED17,59416,799+795+5%$1.3M$1.3M-$6.6K2026-10-19
FinDec Wealth Services, Inc.
INCREASED17,35417,133+221+1%$1.3M$1.3M-$49.7K2026-10-30
Spring Capital Management, LLC
INCREASED17,18217,006+176+1%$1.3M$1.3M-$52.5K2026-10-09
BAM Wealth Management, LLC
DECREASED17,14218,260-1,118-6%$1.4M$1.2M-$151.6K2026-10-15
Donalies Financial Planning, LLC
INCREASED17,03716,449+588+4%$1.3M$1.2M-$20.3K2026-10-19
Busey Bank
UNCHANGED16,96616,96600%$1.3M$1.2M-$65.2K2026-10-26
Midwest Financial Network, LLC
DECREASED16,94037,532-20,592-55%$2.9M$1.2M-$1.6M2026-10-13
First County Bank
INCREASED16,78616,783+3+0%$1.3M$1.2M-$64.2K2026-10-13
Five Pine Wealth Management
DECREASED16,73122,713-5,982-26%$1.7M$1.2M-$523.1K2026-10-20
Absolute Capital Management, LLC
INCREASED16,65314,881+1,772+12%$1.1M$1.2M+$71.9K2026-10-16
Caldwell Trust Co
DECREASED16,40316,404-10%$1.3M$1.2M-$63.1K2026-10-30
Strategic Advocates LLC
INCREASED16,34414,419+1,925+13%$1.1M$1.2M+$84.9K2026-11-03
Mountain Pacific Investment Advisers LLC
INCREASED16,32014,110+2,210+16%$1.1M$1.2M+$106.8K2026-10-29
Partners in Financial Planning
INCREASED16,31216,186+126+1%$1.2M$1.2M-$53.0K2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED16,06815,548+520+3%$1.2M$1.2M-$21.8K2026-11-02
Oppenheimer & Co Inc
DECREASED16,01222,085-6,073-27%$1.7M$1.2M-$527.3K2026-10-26
Livet Wealth, LLC
DECREASED15,98017,171-1,191-7%$1.3M$1.2M-$152.7K2026-10-27
Uptick Partners, LLC
DECREASED15,79430,007-14,213-47%$2.3M$1.2M-$1.2M2026-11-04
KRM Wealth Management L.L.C.
DECREASED15,73717,554-1,817-10%$1.3M$1.1M-$199.8K2026-11-02
UMB Bank, n.a.
UNCHANGED15,57715,57700%$1.2M$1.1M-$59.8K2026-11-06
CGN Advisors LLC
DECREASED15,54515,819-274-2%$1.2M$1.1M-$80.7K2026-10-21
Evanson Financial, LLC
INCREASED15,30715,183+124+1%$1.2M$1.1M-$49.3K2026-10-23
Elevatus Welath Management
DECREASED14,968117,014-102,046-87%$9.0M$1.1M-$7.9M2026-10-19
International Assets Investment Management, LLC
DECREASED14,91515,086-171-1%$1.2M$1.1M-$65.5K2026-11-02
Life Planning Partners, Inc
DECREASED14,80719,219-4,412-23%$1.5M$1.1M-$395.3K2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED14,76014,76000%$1.1K$1.1K-$572026-10-13
Verdence Capital Advisors LLC
DECREASED14,42914,449-200%$1.1M$1.1M-$57.0K2026-10-26
CFS Investment Advisory Services, LLC
DECREASED14,08114,489-408-3%$1.1M$1.0M-$82.9K2026-10-19
Amplius Wealth Advisors, LLC
DECREASED14,05524,174-10,119-42%$1.9M$1.0M-$830.1K2026-10-20
Koshinski Asset Management, Inc.
INCREASED14,02413,504+520+4%$1.0M$1.0M-$14.0K2026-10-29
Central Trust Co
INCREASED13,78611,286+2,500+22%$865.6K$1.0M+$138.8K2026-11-05
Sheets Smith Wealth Management
DECREASED13,77814,139-361-3%$1.1M$1.0M-$80.6K2026-10-16
Eagle Global Advisors LLC
DECREASED13,69513,745-500%$1.1M$997.8K-$56.4K2026-11-02
Trust Co of Vermont
DECREASED12,74213,152-410-3%$1.0M$928.4K-$80.4K2026-10-21
IFP Advisors, Inc
DECREASED12,49812,524-260%$960.6K$910.6K-$50.0K2026-10-16
Connecticut Wealth Management, LLC
INCREASED12,37211,818+554+5%$906.4K$901.4K-$5.0K2026-10-13
King Luther Capital Management Corp
UNCHANGED12,32212,32200%$945.1K$897.8K-$47.3K2026-11-05
Websterrogers Financial Advisors, LLC
INCREASED12,29010,189+2,101+21%$781.6K$895.5K+$113.9K2026-11-02
Prospera Capital Management, LLC
INCREASED12,25710,184+2,073+20%$778.7K$890.2K+$111.5K2026-10-19
Courage Miller Partners, LLC
DECREASED12,19512,286-91-1%$942.3K$888.5K-$53.8K2026-10-21
Kondo Wealth Advisors, Inc.
INCREASED12,00411,725+279+2%$899.4K$874.7K-$24.7K2026-10-19
M Holdings Securities, Inc.
NEW11,988—+11,988——$888—2026-11-03
Guidance Capital, Inc
INCREASED11,95111,242+709+6%$855.4K$885.7K+$30.3K2026-11-03
Cypress Wealth Services, LLC
INCREASED11,68910,725+964+9%$822.6K$850.5K+$27.9K2026-10-21
Outlook Wealth Advisors, LLC
INCREASED11,64010,324+1,316+13%$791.9K$848.1K+$56.2K2026-10-28
RFG Advisory, LLC
DECREASED11,50614,793-3,287-22%$1.1M$838.4K-$296.3K2026-11-03
Seros Financial, LLC
DECREASED11,49016,230-4,740-29%$1.2M$837.1K-$407.7K2026-10-21
Meridian Wealth Management, LLC
INCREASED11,27211,208+64+1%$860.5K$824.5K-$36.0K2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED11,25711,570-313-3%$887.4K$820.2K-$67.2K2026-10-09
Asset Allocation Strategies LLC
INCREASED11,21911,112+107+1%$852.3K$817.4K-$34.9K2026-10-20
First Community Trust NA
INCREASED11,181390+10,791+2767%$29.9K$814.6K+$784.7K2026-10-07
Family Wealth Partners, LLC
DECREASED11,05511,208-153-1%$859.6K$805.5K-$54.2K2026-10-20
Carmel Capital Partners, LLC
DECREASED10,87311,523-650-6%$883.8K$792.2K-$91.6K2026-11-03
Welch & Forbes LLC
DECREASED10,73410,809-75-1%$829.1K$782.1K-$47.0K2026-11-04
Opus Financial Solutions LLC
DECREASED10,62610,776-150-1%$826.5K$774.2K-$52.3K2026-11-06
Bank of Stockton
DECREASED10,40612,706-2,300-18%$974.6K$758.2K-$216.4K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED10,34413,922-3,578-26%$1.1M$753.6K-$314.2K2026-10-19
WealthCare Investment Partners, LLC
INCREASED10,18610,081+105+1%$773.2K$742.1K-$31.1K2026-11-05
JIM Saulnier & Associates, LLC
DECREASED9,98017,095-7,115-42%$1.3M$727.2K-$584.1K2026-11-04
Mascagni Wealth Management, Inc.
DECREASED9,86711,589-1,722-15%$888.9K$718.9K-$170.0K2026-10-23
Pinnacle Bancorp, Inc.
INCREASED9,7619,647+114+1%$739.9K$711.2K-$28.7K2026-10-21
Private Wealth Group, LLC
UNCHANGED9,5979,59700%$736.1K$699.2K-$36.9K2026-10-19
InvesTrust
DECREASED9,58611,686-2,100-18%$896.3K$698.4K-$197.9K2026-10-14
Frank, Rimerman Advisors LLC
UNCHANGED9,4159,41500%$722.1K$686.0K-$36.2K2026-10-16
Lighthouse Wealth Management Inc.
DECREASED9,23914,170-4,931-35%$1.1M$673.1K-$413.7K2026-10-13
Creative Financial Designs Inc
INCREASED8,9118,866+45+1%$680.0K$649.2K-$30.8K2026-11-04
Powers Advisory Group, LLC
DECREASED8,8679,575-708-7%$734.4K$646.1K-$88.4K2026-10-14
Ashton Thomas Securities, LLC
DECREASED8,7639,666-903-9%$741.6K$638.5K-$103.1K2026-10-26
Heritage Investors Management Corp
DECREASED8,55111,015-2,464-22%$845.0K$623-$844.4K2026-10-29
WBH Advisory Inc
INCREASED8,3242,954+5,370+182%$226.6K$606.5K+$379.9K2026-11-05
Cadent Capital Advisors, LLC
DECREASED8,3219,588-1,267-13%$735.4K$606.2K-$129.2K2026-10-09
CogentBlue Wealth Advisors, LLC
DECREASED8,2349,399-1,165-12%$720.9K$599.9K-$121.0K2026-10-09
WPG Advisers, LLC
DECREASED8,1548,636-482-6%$662.4K$594.1K-$68.3K2026-10-27
Ramiah Investment Group
DECREASED8,1408,711-571-7%$668.2K$593.1K-$75.1K2026-10-20
Clear Wave Wealth Management LLC
UNCHANGED8,1408,14000%$624.3K$593.0K-$31.3K2026-11-04
Signal Advisors Wealth, LLC
INCREASED8,0687,848+220+3%$602.0K$587.9K-$14.1K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED8,0423,978+4,064+102%$305.1K$585.9K+$280.8K2026-11-05
W.H. Cornerstone Investments Inc.
INCREASED8,0142,919+5,095+175%$223.9K$583.9K+$360.0K2026-11-03
Delta Financial Advisors LLC
INCREASED7,8957,795+100+1%$597.9K$575.2K-$22.6K2026-10-27
Innovative Wealth Building LLC
INCREASED7,8334,791+3,042+63%$367.5K$573.5K+$206.0K2026-10-14
Arbor Wealth Advisors LLC
INCREASED7,8126,112+1,700+28%$468.8K$569.2K+$100.4K2026-10-09
Alamar Capital Management, LLC
UNCHANGED7,7577,75700%$595.0K$565.2K-$29.8K2026-11-02
Loudon Investment Management, LLC
INCREASED7,7436,378+1,365+21%$489.2K$564.2K+$75.0K2026-11-06
Eagle Bay Advisors LLC
INCREASED7,7017,646+55+1%$586.4K$561.1K-$25.4K2026-10-16
Private Trust Co NA
DECREASED7,6268,231-605-7%$631.3K$555.6K-$75.7K2026-10-20
Bank of New Hampshire
INCREASED7,5767,271+305+4%$557.7K$552.0K-$5.7K2026-10-06
Wealthcare Advisory Partners LLC
DECREASED7,5217,608-87-1%$583.5K$548.0K-$35.5K2026-10-21
Everest Financial Group LLC
DECREASED7,5127,945-433-5%$609.4K$547.3K-$62.0K2026-11-06
Wealth Management Nebraska
UNCHANGED7,4177,41700%$568.9K$540.4K-$28.5K2026-10-26
Brighton Jones LLC
INCREASED7,3644,319+3,045+71%$331.3K$536.6K+$205.3K2026-11-03
Compound Planning, Inc.
DECREASED7,36213,342-5,980-45%$1.0M$536.4K-$486.9K2026-11-05
Platform Technology Partners
DECREASED7,3097,431-122-2%$570.0K$532.6K-$37.4K2026-11-02
SAX Wealth Advisors, LLC
INCREASED7,1596,173+986+16%$476.4K$521.6K+$45.2K2026-10-13
Arlington Financial Advisors, LLC
DECREASED7,1408,066-926-11%$618.7K$520.2K-$98.4K2026-10-19
Sonata Capital Group Inc
DECREASED7,0688,543-1,475-17%$655.2K$515.0K-$140.3K2026-10-19
Inlight Wealth Management, LLC
NEW7,061—+7,061——$514.5K—2026-10-21
First Citizens Financial Corp
DECREASED7,0237,724-701-9%$592.4K$511.7K-$80.7K2026-10-02
Kanawha Capital Management LLC
DECREASED6,9117,417-506-7%$568.9K$503.5K-$65.3K2026-10-19
Clearstead Advisors, LLC
DECREASED6,8637,776-913-12%$596.4K$500.0K-$96.4K2026-11-06
Keybank National Association
UNCHANGED6,8476,84700%$525.2K$498.9K-$26.3K2026-11-04
Moors & Cabot, Inc.
INCREASED6,8434,705+2,138+45%$360.9K$498.6K+$137.7K2026-11-06
SeaCrest Wealth Management, LLC
INCREASED6,7504,534+2,216+49%$347.8K$491.8K+$144.0K2026-10-21
Legacy Edge Advisors, LLC
NEW6,742—+6,742——$491.2K—2026-11-06
Global Financial Private Client, LLC
DECREASED6,6938,287-1,594-19%$635.6K$487.7K-$148.0K2026-10-15
Capital Investment Services of America, Inc.
DECREASED6,5756,675-100-1%$512.0K$479.1K-$32.9K2026-11-02
Chapin Davis, Inc.
DECREASED6,5376,842-305-4%$524.8K$476.3K-$48.5K2026-10-09
Bond & Devick Financial Network, Inc.
INCREASED6,5025,180+1,322+26%$397.3K$473.7K+$76.4K2026-10-23
Andrews, Lucia Wealth Management LLC
INCREASED6,4313,535+2,896+82%$271.1K$468.6K+$197.4K2026-11-02
Barrett & Company, Inc.
DECREASED6,3936,414-210%$491.9K$465.8K-$26.1K2026-10-22
Capital Advisors Wealth Management, LLC
DECREASED6,3626,399-37-1%$490.8K$463.5K-$27.2K2026-10-09
CWA Asset Management Group, LLC
INCREASED6,3385,259+1,079+21%$403.4K$461.8K+$58.4K2026-10-19
Allen Investment Management, LLC
UNCHANGED6,1986,19800%$475.4K$451.6K-$23.8K2026-11-03
McAdam, LLC
DECREASED6,1887,180-992-14%$550.7K$450.9K-$99.8K2026-10-21
XY Planning Network, Inc.
INCREASED6,1505,267+883+17%$404.0K$448.1K+$44.1K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED6,1185,873+245+4%$450.5K$445.8K-$4.7K2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED6,0206,045-250%$463.7K$438.6K-$25.0K2026-10-13
Pearl Planning LLC
DECREASED5,93414,191-8,257-58%$1.1M$432.4K-$656.1K2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED5,9195,756+163+3%$441.5K$431.3K-$10.2K2026-11-02
MeadowBrook Investment Advisors LLC
INCREASED5,9055,305+600+11%$413.3K$453.7K+$40.4K2026-10-29
Southland Equity Partners LLC
DECREASED5,8596,298-439-7%$483.0K$426.9K-$56.1K2026-10-14
Brookmont Capital Management
INCREASED5,8445,284+560+11%$405.3K$425.8K+$20.5K2026-10-23
Traveka Wealth, LLC
DECREASED5,8296,909-1,080-16%$529.9K$424.7K-$105.2K2026-10-19
Aprio Wealth Management, LLC
INCREASED5,8295,826+3+0%$446.8K$424.7K-$22.2K2026-10-28
Breakwater Investment Management
DECREASED5,7776,151-374-6%$471.8K$420.9K-$50.9K2026-10-20
Northwest Wealth Management, LLC
INCREASED5,7195,684+35+1%$436.0K$416.7K-$19.3K2026-10-30
Montz Harcus Wealth Management LLC
DECREASED5,7055,931-226-4%$454.9K$415.7K-$39.2K2026-10-09
Acorn Wealth Advisors, LLC
INCREASED5,6115,369+242+5%$411.8K$408.8K-$2.9K2026-10-19
Nestegg Advisors, Inc.
INCREASED5,6094,358+1,251+29%$334.3K$408.7K+$74.4K2026-10-21
Independent Wealth Network Inc.
DECREASED5,6009,056-3,456-38%$694.6K$408.0K-$286.6K2026-10-19
Tcfg Investment Advisors, LLC
INCREASED5,5685,507+61+1%$422.4K$405.7K-$16.7K2026-10-20
Mogy Joel R Investment Counsel Inc
UNCHANGED5,5505,55000%$425.7K$404.4K-$21.3K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED5,4755,595-120-2%$429.2K$398.9K-$30.2K2026-10-08
Private Management Group Inc
UNCHANGED5,4495,44900%$417.9K$397.0K-$20.9K2026-11-04
Trilogy Capital Inc.
INCREASED5,4225,362+60+1%$411.3K$395.1K-$16.2K2026-10-20
Legacy Trust
DECREASED5,3665,671-305-5%$435.0K$399.2K-$35.8K2026-11-06
EnRich Financial Partners LLC
INCREASED5,3285,301+27+1%$406.6K$388.2K-$18.4K2026-10-21
Duncker Streett & Co Inc
DECREASED5,3125,445-133-2%$417.6K$387.0K-$30.6K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED5,3005,30000%$406.5K$386.2K-$20.4K2026-10-22
Poinciana Advisors Group, LLC
INCREASED5,2745,216+58+1%$400.0K$384.3K-$15.8K2026-11-06
Madden Securities Corp
DECREASED5,2555,281-260%$405.1K$382.9K-$22.2K2026-10-27
Stanley-Laman Group, Ltd.
INCREASED5,2225,156+66+1%$426.2K$408.9K-$17.3K2026-10-20
Rockwood Wealth Management, LLC
DECREASED5,1996,757-1,558-23%$518.2K$378.8K-$139.5K2026-10-27
Thrive Capital Management, LLC
DECREASED5,1875,876-689-12%$450.7K$377.9K-$72.8K2026-10-28
Wedbush Securities Inc
DECREASED5,1185,533-415-7%$424.0K$373-$423.6K2026-10-22
BridgePort Financial Solutions, LLC
DECREASED5,0259,018-3,993-44%$691.7K$366.1K-$325.6K2026-11-02
LaFleur & Godfrey LLC
DECREASED5,0035,459-456-8%$418.7K$364.5K-$54.2K2026-10-27
MKT Advisors LLC
UNCHANGED4,9834,98300%$379.2K$363.6K-$15.6K2026-10-20
Focus Financial Network, Inc.
INCREASED4,9722,894+2,078+72%$221.9K$362.3K+$140.4K2026-10-14
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED4,9554,95500%$380.0K$361.0K-$19.0K2026-10-15
New Covenant Trust Company, N.A.
INCREASED4,9224,653+269+6%$356.9K$358.6K+$1.7K2026-10-08
SilverOak Wealth Management LLC
DECREASED4,8355,038-203-4%$386.4K$352.3K-$34.1K2026-10-29
WoodTrust Financial Corp
INCREASED4,8324,295+537+13%$329.0K$352-$328.6K2026-10-09
Center For Asset Management LLC
DECREASED4,8104,973-163-3%$381.4K$350.5K-$31.0K2026-10-16
Idaho Trust Co
DECREASED4,7785,651-873-15%$433.4K$348.1K-$85.3K2026-11-04
Bedel Financial Consulting, Inc.
INCREASED4,7464,630+116+3%$355.1K$345.8K-$9.3K2026-11-06
KPP Advisory Services LLC
DECREASED4,7325,472-740-14%$419.7K$344.8K-$74.9K2026-10-26
Wesbanco Bank Inc
DECREASED4,6464,822-176-4%$369.8K$338.5K-$31.3K2026-11-04
S.A. Mason LLC
UNCHANGED4,6414,64100%$356.0K$338.1K-$17.8K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED4,5414,54100%$348.3K$330.9K-$17.4K2026-10-05
Valpey Financial Services, LLC
INCREASED4,4963,018+1,478+49%$231.5K$327.6K+$96.1K2026-10-30
Kestra Investment Management, LLC
DECREASED4,4074,611-204-4%$353.6K$321.1K-$32.6K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED4,3944,354+40+1%$333.9K$320.1K-$13.8K2026-10-29
Maia Wealth LLC
DECREASED4,2774,400-123-3%$337.5K$311.6K-$25.9K2026-10-19
Omni 360 Wealth, Inc.
INCREASED4,1973,472+725+21%$266.3K$305.8K+$39.5K2026-10-13
Bath Savings Trust Co
UNCHANGED4,1634,16300%$319.3K$303.3K-$16.0K2026-10-07
Leading Edge Financial Planning LLC
NEW4,137—+4,137——$301.4K—2026-10-23
RF&L Wealth Management, LLC
INCREASED4,0453,375+670+20%$258.9K$294.7K+$35.9K2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED3,9956,730-2,735-41%$516.2K$291.1K-$225.1K2026-11-05
PKS Advisory Services, LLC
UNCHANGED3,9933,99300%$306.3K$306.3K$02026-10-26
Crestwood Advisors Group, LLC
INCREASED3,9863,675+311+8%$281.9K$290.4K+$8.5K2026-10-27
Staley Capital Advisers Inc
DECREASED3,9005,170-1,270-25%$396.5K$284.2K-$112.4K2026-11-06
Gibraltar Capital Management, Inc.
UNCHANGED3,8303,83000%$293.8K$279.1K-$14.7K2026-10-27
WealthPoint Financial, LLC
INCREASED3,8293,337+492+15%$255.9K$279.0K+$23.0K2026-11-03
Friday Financial
UNCHANGED3,8233,82300%$290.9K$278.3K-$12.7K2026-10-09
Archford Capital Strategies, LLC
NEW3,814—+3,814——$277.9K—2026-10-19
LifeSteps Financial, Inc.
INCREASED3,7823,217+565+18%$246.7K$275.6K+$28.8K2026-10-15
Smith Partners Wealth Management, LLC
DECREASED3,74317,482-13,739-79%$1.3M$272.7K-$1.1M2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED3,7383,73800%$286.7K$272.4K-$14.4K2026-10-28
SWP Financial LLC
DECREASED3,6873,749-62-2%$287.5K$268.6K-$18.9K2026-10-23
Radnor Capital Management, LLC
UNCHANGED3,6623,66200%$280.9K$266.8K-$14.1K2026-10-23
Uncommon Cents Investing Inc
NEW3,645—+3,645——$265.6K—2026-10-20
Apollon Wealth Management, LLC
INCREASED3,5973,163+434+14%$242.6K$262.1K+$19.5K2026-10-23
Foundation Wealth Management, Llc\pa
UNCHANGED3,5683,56800%$273.7K$260.0K-$13.7K2026-10-14
CRA Financial Services, LLC
INCREASED3,5633,554+9+0%$272.6K$259.6K-$13.0K2026-10-16
HF Advisory Group, LLC
INCREASED3,5563,286+270+8%$252.0K$259.1K+$7.1K2026-10-09
Capital Square, LLC
INCREASED3,5052,953+552+19%$224.5K$255.4K+$30.9K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED3,4892,631+858+33%$201.8K$254.2K+$52.4K2026-10-30
Cogent Private Wealth, Inc.
DECREASED3,4713,500-29-1%$268.5K$252.9K-$15.6K2026-11-06
TFB Advisors LLC
UNCHANGED3,4713,47100%$266.2K$252.9K-$13.3K2026-11-02
Flywheel Private Wealth LLC
NEW3,433—+3,433——$250.1K—2026-11-02
Refined Wealth Management
NEW3,414—+3,414——$248.7K—2026-10-13
Great Waters Wealth Management
UNCHANGED3,4063,40600%$261.2K$248.2K-$13.1K2026-10-07
Nations Financial Group Inc,
DECREASED3,3925,383-1,991-37%$412.9K$247.2K-$165.8K2026-11-05
Echo Wealth Management, LLC
UNCHANGED3,3793,37900%$259.2K$246.2K-$13.0K2026-10-15
Prudent Man Advisors, LLC
UNCHANGED3,3783,37800%$259.1K$246.1K-$13.0K2026-11-03
Sepio Capital, LP
NEW3,320—+3,320——$241.9K—2026-10-22
Horst & Graben Wealth Management LLC
INCREASED3,3193,297+22+1%$251.6K$241.8K-$9.8K2026-11-02
Integrated Wealth Management
DECREASED3,1903,313-123-4%$254.1K$232.4K-$21.7K2026-10-19
Concord Wealth Partners
INCREASED3,1842,940+244+8%$225.5K$232.0K+$6.5K2026-11-02
Townsend Financial Planning, LLC
DECREASED3,1685,868-2,700-46%$450.1K$230.8K-$219.3K2026-11-02
Baker Tilly Wealth Management, LLC
UNCHANGED3,1253,12500%$239.7K$227.7K-$12.0K2026-10-05
Capital Asset Advisory Services LLC
UNCHANGED3,1223,12200%$239.5K$231.2K-$8.2K2026-10-30
Larson Financial Group LLC
DECREASED3,0836,612-3,529-53%$507.2K$224.6K-$282.6K2026-11-05
Elevate Wealth Advisory, Inc
INCREASED3,0492,854+195+7%$218.9K$222.2K+$3.2K2026-10-29
Ignite Planners, LLC
DECREASED3,0143,292-278-8%$252.5K$219.6K-$32.9K2026-10-14
AMG National Trust Bank
UNCHANGED2,9952,99500%$229.7K$218.2K-$11.5K2026-11-05
Stonebridge Financial Group, LLC
INCREASED2,9742,944+30+1%$225.8K$216.7K-$9.2K2026-10-01
Oarsman Capital, Inc.
INCREASED2,9712,911+60+2%$223.3K$216.5K-$6.8K2026-11-05
Salem Investment Counselors Inc
DECREASED2,9703,150-180-6%$241.6K$216.4K-$25.2K2026-10-13
Robinswood Financial LLC
INCREASED2,9592,919+40+1%$223.9K$216.9K-$7.0K2026-10-20
Golden State Wealth Management, LLC
DECREASED2,9553,247-292-9%$249.0K$215.3K-$33.7K2026-11-02
FFG Retirement Advisors LLC
INCREASED2,9342,922+12+0%$224.1K$213.8K-$10.4K2026-10-20
BNC Wealth Management, LLC
INCREASED2,9312,925+6+0%$224.3K$213.6K-$10.8K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
DECREASED2,9293,444-515-15%$264.2K$213.4K-$50.8K2026-10-29
PUREfi Wealth, LLC
NEW2,884—+2,884——$210.1K—2026-10-19
Robertson Stephens Wealth Management, LLC
NEW2,874—+2,874——$209.4K—2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED2,8642,943-79-3%$225.7K$206.8K-$19.0K2026-11-02
CWS Financial Advisors, LLC
NEW2,863—+2,863——$208.6K—2026-10-16
RCS Financial Planning, LLC
DECREASED2,8493,709-860-23%$284.5K$207.6K-$76.9K2026-10-14
Transcendent Capital Group LLC
UNCHANGED2,8102,81000%$215.5K$204.7K-$10.8K2026-10-28
United Advisor Group, LLC
DECREASED2,7952,941-146-5%$225.6K$203.6K-$21.9K2026-11-03
Tennessee Valley Asset Management Partners
NEW2,765—+2,765——$201.5K—2026-11-03
Infinity Wealth Counsel, LLC
INCREASED2,7602,630+130+5%$201.7K$201.1K-$6272026-10-15
TrueWealth Advisors, LLC
INCREASED2,7562,739+17+1%$210.1K$200.8K-$9.3K2026-10-09
rebel Financial LLC
DECREASED2,751167,338-164,587-98%$12.8M$200.4K-$12.6M2026-11-04
Buck Wealth Strategies, LLC
DECREASED2,6243,341-717-21%$256.3K$191.2K-$65.1K2026-10-28
3 Factor Indexing, LLC
UNCHANGED2,5892,58900%$198.6K$188.6K-$9.9K2026-10-15
Glass Jacobson Investment Advisors llc
DECREASED2,5004,042-1,542-38%$310.0K$182.1K-$127.9K2026-10-26
Kennebec Savings Bank
INCREASED2,4362,412+24+1%$185.0K$177.5K-$7.5K2026-10-22
John Boyer, Inc.
NEW2,430—+2,430——$177.0K—2026-10-27
Markowski Investments
INCREASED2,3692,343+26+1%$179.7K$172.6K-$7.1K2026-10-30
Redwood Park Advisors LLC
DECREASED2,3522,614-262-10%$200.5K$171.4K-$29.1K2026-11-02
SBI Securities Co., Ltd.
DECREASED2,3072,344-37-2%$179.8K$168.1K-$11.7K2026-10-22
Beacon Financial Strategies Corp
UNCHANGED2,3052,30500%$176.8K$167.9K-$8.9K2026-10-14
Root Financial Partners, LLC
DECREASED2,2833,894-1,611-41%$298.7K$166.3K-$132.3K2026-10-21
Richardson Financial Services Inc.
UNCHANGED2,2332,23300%$171.3K$162.7K-$8.6K2026-10-30
Raleigh Capital Management Inc.
INCREASED2,1842,164+20+1%$166.0K$159.2K-$6.8K2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED2,0744,066-1,992-49%$311.9K$151.1K-$160.8K2026-10-30
Cape Investment Advisory, Inc.
INCREASED1,9901,973+17+1%$151.3K$145.0K-$6.3K2026-10-13
Reap Financial Group, LLC
INCREASED1,8091,807+2+0%$138.6K$131.8K-$6.7K2026-11-02
Zions Bancorporation, National Association
NEW1,806—+1,806——$131.6K—2026-11-06
Silver Grove Financial Group, Inc.
INCREASED1,6341,200+434+36%$92.0K$119.1K+$27.1K2026-11-05
West Paces Advisors Inc.
INCREASED1,5931,526+67+4%$117.0K$116.1K-$9782026-10-13
Pacifica Partners Inc.
DECREASED1,5291,644-115-7%$125.6K$111.3K-$14.4K2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED1,4401,44000%$110.4K$104.9K-$5.5K2026-10-07
Tompkins Financial Corp
UNCHANGED1,4261,42600%$109.4K$103.9K-$5.5K2026-10-05
McCarley & Cook Financial Planners
UNCHANGED1,4101,41000%$108.1K$102.7K-$5.4K2026-10-21
Blume Capital Management, Inc.
UNCHANGED1,4001,40000%$107.4K$102.0K-$5.4K2026-10-26
Kelleher Financial Advisors
DECREASED1,3352,670-1,335-50%$204.8K$97.3K-$107.5K2026-10-30
Grey Ledge Advisors, LLC
INCREASED1,2571,167+90+8%$89.5K$91.6K+$2.1K2026-11-02
Jacobi Capital Management LLC
NEW1,233—+1,233——$89.8K—2026-11-05
Latitude Advisors, LLC
NEW1,214—+1,214——$88.5K—2026-10-27
Abound Wealth Management
INCREASED1,1671,147+20+2%$88.0K$85.1K-$3.0K2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED1,1541,049+105+10%$80.5K$84.1K+$3.7K2026-10-27
Montag A & Associates Inc
INCREASED1,091629+462+73%$48.2K$79.5K+$31.2K2026-10-29
Archer Investment Corp
INCREASED1,0471,032+15+1%$79.1K$76.3K-$2.9K2026-11-05
Cedar Mountain Advisors, LLC
INCREASED1,0101,009+1+0%$77.4K$73.6K-$3.9K2026-10-15
North Star Investment Management Corp.
INCREASED987979+8+1%$75.1K$71.9K-$3.2K2026-10-27
Planning Strategies Inc.
UNCHANGED98198100%$75.2K$71.5K-$3.8K2026-10-02
Cherry Tree Wealth Management, LLC
UNCHANGED89489400%$68.6K$65.1K-$3.4K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED81781700%$62.7K$59.5K-$3.1K2026-10-21
Kingdom Financial Group Llc.
DECREASED810816-6-1%$62.6K$59.0K-$3.6K2026-11-04
Physician Wealth Advisors, Inc.
DECREASED6821,946-1,264-65%$149.2K$49.7K-$99.5K2026-10-20
Evolution Wealth Management Inc.
INCREASED677652+25+4%$50.0K$49.3K-$6822026-10-28
KFG LLC
NEW670—+670——$48.8K—2026-11-02
Pittenger & Anderson Inc
UNCHANGED65065000%$49.9K$47.4K-$2.5K2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED63363300%$48.6K$46.1K-$2.4K2026-10-13
Pioneer Family Office, LLC
UNCHANGED62762700%$48.1K$45.7K-$2.4K2026-10-30
AlphaCore Capital LLC
INCREASED581370+211+57%$28.4K$42.3K+$14.0K2026-11-04
Cullen T Bankers, Inc.
UNCHANGED55255200%$42.3K$40.2K-$2.1K2026-10-28
GK Wealth Management LLC
NEW549—+549——$40.0K—2026-10-09
Laurel Wealth Advisors LLC
NEW543—+543——$39.6K—2026-10-27
Signature Equity Partners, LLC
INCREASED533414+119+29%$31.8K$38.8K+$7.1K2026-10-29
Asset Dedication, LLC
UNCHANGED48448400%$37.1K$35.3K-$1.9K2026-11-03
Bangor Savings Bank
UNCHANGED46546500%$35.7K$33.9K-$1.8K2026-10-06
Birchbrook, Inc.
UNCHANGED44144100%$33.8K$32.2K-$1.6K2026-10-14
Coastline Trust Co
INCREASED434405+29+7%$31.1K$31.6K+$5572026-10-01
Trust Co of Toledo NA
DECREASED400600-200-33%$46.0K$29.1K-$16.9K2026-10-16
Brown, Lisle Ings, Inc.
UNCHANGED40040000%$30.7K$29.1K-$1.5K2026-10-16
Blue Trust, Inc.
DECREASED371490-119-24%$37.6K$27.0K-$10.6K2026-10-15
DT Investment Partners, LLC
NEW369—+369——$26.9K—2026-10-27
Hurley Capital, LLC
UNCHANGED34134100%$26.2K$24.8K-$1.3K2026-11-05
Addison Advisors LLC
NEW314—+314——$22.9K—2026-11-06
Monetary Solutions, Ltd
INCREASED313312+1+0%$24.0K$22.8K-$1.2K2026-10-22
Birch Financial Group, LLC
NEW278—+278——$20.3K—2026-10-27
Financial Consulate, Inc
DECREASED250301-51-17%$23.1K$18.2K-$4.9K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2313,864-3,633-94%$296.4K$16.8K-$279.5K2026-10-14
Networth Advisors, LLC
INCREASED226223+3+1%$17.1K$16.4K-$6742026-11-03
Valley National Advisers Inc
UNCHANGED22522500%$17.3K$16.4K-$8642026-10-23
Sfam, LLC
UNCHANGED21021000%$16.1K$15.3K-$8062026-11-03
High Point Wealth Management, LLC
NEW193—+193——$14.1K—2026-11-05
Transce3nd, LLC
INCREASED18530+155+517%$2.3K$13.6K+$11.3K2026-10-26
Valley Wealth Managers, Inc.
UNCHANGED18218200%$14.0K$13.3K-$6982026-10-09
Winthrop Capital Management, LLC
UNCHANGED17817800%$14$13.0K+$13.0K2026-11-05
Tradewinds Capital Management, LLC
DECREASED177256-79-31%$19.6K$12.9K-$6.7K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED164162+2+1%$12.4K$11.9K-$4902026-10-27
Pflug Koory, LLC
INCREASED157155+2+1%$11.9K$11.4K-$4682026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED15515500%$12$11-$12026-11-04
Balentine LLC
NEW138—+138——$10.1K—2026-11-03
Key FInancial Inc
UNCHANGED13213200%$10.1K$9.6K-$5062026-11-02
Clark Wealth Partners
UNCHANGED12612600%$9.7K$9.2K-$4842026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED12228+94+336%$2.1K$8.9K+$6.7K2026-10-19
CX Institutional
UNCHANGED12112100%$9$9$02026-10-02
Maseco LLP
NEW119—+119——$8.7K—2026-10-27
Salomon & Ludwin, LLC
UNCHANGED10410400%$7.9K$7.6K-$3592026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED999900%$7.6K$7.2K-$3802026-11-02
Covestor Ltd
UNCHANGED979700%$8$7-$12026-10-30
Investors Research Corp
UNCHANGED848400%$6.4K$6.1K-$3232026-10-07
DecisionPoint Financial, LLC
NEW82—+82——$6.0K—2026-10-27
Quaker Wealth Management, LLC
UNCHANGED797900%$6.1K$5.8K-$3042026-10-22
Arlington Trust Co LLC
UNCHANGED767600%$5.8K$5.5K-$2922026-10-20
Gilpin Wealth Management, LLC
NEW54—+54——$3.9K—2026-10-09
Legacy Bridge, LLC
UNCHANGED505000%$3.8K$3.6K-$1922026-10-28
Blueline Advisors LLC
DECREASED44175-131-75%$13.4K$3.2K-$10.2K2026-10-15
Avion Wealth
UNCHANGED434300%$3$3$02026-11-04
Vima LLC
UNCHANGED404000%$3.1K$2.9K-$1542026-10-23
Lodestone Wealth Management LLC
UNCHANGED383800%$2.9K$2.8K-$1462026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED373700%$2.8K$2.7K-$1432026-10-27
Eukles Asset Management
UNCHANGED292900%$2.2K$2.1K-$1112026-11-04
Advocate Investing Services LLC
UNCHANGED282800%$2.1K$2.0K-$1082026-10-26
Valued Wealth Advisors LLC
UNCHANGED262600%$2.0K$1.9K-$1002026-11-05
Armstrong Advisory Group, Inc
DECREASED17211-194-92%$16.2K$1.2K-$14.9K2026-10-09
Clayton Financial Group LLC
NEW15—+15——$1.1K—2026-10-13
Russell Investments Group, Ltd.
INCREASED85+3+60%$403$602+$1992026-11-06
Trust Co
INCREASED31+2+200%$77$219+$1422026-10-09
Foresight Capital Management Advisors, Inc.
NEW0—0——$0—2026-10-27
Greystone Financial Group, LLC
CLOSED0224,132-224,132-100%$17.2M$0-$17.2M2026-10-26
Gemmer Asset Management LLC
CLOSED0219,824-219,824-100%$16.9M$0-$16.9M2026-10-16
PCG Asset Management, LLC
CLOSED076,720-76,720-100%$5.9M$0-$5.9M2026-11-05
Barclays PLC
CLOSED055,088-55,088-100%$4.2M$0-$4.2M2026-11-06
Wilkins Miller Wealth Management, LLC
CLOSED047,601-47,601-100%$3.7M$0-$3.7M2026-10-13
Caliber Wealth Management, LLC / KS
CLOSED032,793-32,793-100%$2.5M$0-$2.5M2026-11-04
Dmkc Advisory Services, LLC
CLOSED07,429-7,429-100%$569.8K$0-$569.8K2026-11-04
Mengis Capital Management, Inc.
CLOSED05,965-5,965-100%$457.5K$0-$457.5K2026-10-13
OpenArc Corporate Advisory, LLC
CLOSED05,855-5,855-100%$449.1K$0-$449.1K2026-10-21
Atlatl Advisers LLC
CLOSED04,638-4,638-100%$355.7K$0-$355.7K2026-10-22
Cerro Pacific Wealth Advisors LLC
CLOSED04,514-4,514-100%$346.2K$0-$346.2K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
CLOSED04,490-4,490-100%$344.4K$0-$344.4K2026-10-29
Valeo Financial Advisors, LLC
CLOSED04,395-4,395-100%$337.1K$0-$337.1K2026-10-08
Leverty Financial Group, LLC
CLOSED04,358-4,358-100%$334.3K$0-$334.3K2026-10-08
Tranquility Partners, LLC
CLOSED03,684-3,684-100%$282.6K$0-$282.6K2026-10-20
Basso Capital Management, L.P.
CLOSED03,633-3,633-100%$278.7K$0-$278.7K2026-10-30
Krilogy Financial LLC
CLOSED03,546-3,546-100%$272.0K$0-$272.0K2026-10-13
Fisher Asset Management, LLC
CLOSED03,522-3,522-100%$270.1K$0-$270.1K2026-11-06
Squire Investment Management Company, LLC
CLOSED03,373-3,373-100%$258.7K$0-$258.7K2026-11-03
World Equity Group, Inc.
CLOSED03,360-3,360-100%$257.7K$0-$257.7K2026-10-14
Gibson Capital, LLC
CLOSED03,250-3,250-100%$249.3K$0-$249.3K2026-10-23
Visionary Wealth Advisors
CLOSED03,157-3,157-100%$242.1K$0-$242.1K2026-11-04
Endeavor Private Wealth, Inc.
CLOSED03,136-3,136-100%$240.5K$0-$240.5K2026-11-05
Axxcess Wealth Management, LLC
CLOSED03,122-3,122-100%$239.5K$0-$239.5K2026-10-21
Fulton Breakefield Broenniman LLC
CLOSED03,097-3,097-100%$237.5K$0-$237.5K2026-11-03
Tepp RIA, LLC
CLOSED03,077-3,077-100%$236.0K$0-$236.0K2026-10-14
Stone Loft Wealth Management LLC
CLOSED03,046-3,046-100%$231.9K$0-$231.9K2026-11-03
Hardworking Capital Advisors, LLC
CLOSED02,924-2,924-100%$224.3K$0-$224.3K2026-10-20
Long Island Wealth Management, Inc.
CLOSED02,912-2,912-100%$223.3K$0-$223.3K2026-10-20
Facet Wealth, Inc.
CLOSED02,891-2,891-100%$221.7K$0-$221.7K2026-11-04
Meridian Investment Counsel Inc.
CLOSED02,868-2,868-100%$220.0K$0-$220.0K2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED02,860-2,860-100%$219.4K$0-$219.4K2026-10-13
Symphony Financial, Ltd. Co.
CLOSED02,834-2,834-100%$218.3K$0-$218.3K2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
CLOSED02,751-2,751-100%$211.0K$0-$211.0K2026-10-26
Beacon Capital Management, LLC
CLOSED02,744-2,744-100%$210.5K$0-$210.5K2026-10-23
LongView Wealth Management
CLOSED02,741-2,741-100%$210.3K$0-$210.3K2026-10-19
Hall Laurie J Trustee
CLOSED02,675-2,675-100%$205.2K$0-$205.2K2026-10-06
L.K. Benson & Company, P.C.
CLOSED02,638-2,638-100%$202.4K$0-$202.4K2026-10-23
Ironwood Wealth Management, Llc.
CLOSED02,079-2,079-100%$159.4K$0-$159.4K2026-10-28
Wellington Grp LLC
CLOSED01,885-1,885-100%$145.5K$0-$145.5K2026-11-06
MCF Advisors LLC
CLOSED01,635-1,635-100%$125.4K$0-$125.4K2026-10-28
Tucker Asset Management LLC
CLOSED01,512-1,512-100%$116.0K$0-$116.0K2026-10-29
Sims Investment Management, LLC
CLOSED01,355-1,355-100%$103.9K$0-$103.9K2026-10-13
LFA - Lugano Financial Advisors SA
CLOSED0735-735-100%$56.4K$0-$56.4K2026-11-03
AdvisorNet Financial, Inc
CLOSED0598-598-100%$45.9K$0-$45.9K2026-10-15
Mcdonald Partners LLC
CLOSED0359-359-100%$27.5K$0-$27.5K2026-11-03
Nemes Rush Group LLC
CLOSED0355-355-100%$27.2K$0-$27.2K2026-11-04
Signaturefd, LLC
CLOSED0334-334-100%$25.6K$0-$25.6K2026-10-23
SYM Financial Corp
CLOSED0279-279-100%$21.4K$0-$21.4K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED0255-255-100%$19.5K$0-$19.5K2026-10-29
Main Street Group, LTD
CLOSED0207-207-100%$15.9K$0-$15.9K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED0201-201-100%$15.4K$0-$15.4K2026-11-04
Gill Capital Partners, LLC
CLOSED0142-142-100%$10.9K$0-$10.9K2026-10-13
Financial Management Professionals, Inc.
CLOSED0120-120-100%$9.2K$0-$9.2K2026-10-23
Hanson & Doremus Investment Management
CLOSED078-78-100%$6.0K$0-$6.0K2026-10-16
American National Bank & Trust
CLOSED075-75-100%$5.8K$0-$5.8K2026-10-07
NorthAvenue LLC
CLOSED05-5-100%$384$0-$3842026-10-29
Mosley Wealth Management
CLOSED03-3-100%$230$0-$2302026-10-16
MB, Levis & Associates, LLC
DECREASED065-65-100%$5.0K$18-$4.9K2026-10-16
Tounjian Advisory Partners, LLC
DECREASED01-1-100%$56$20-$362026-11-04
Wells Fargo & Company
N/A—26,474,330-26,474,330-100%$2.0B———
Envestnet Asset Management Inc
N/A—24,235,046-24,235,046-100%$1.9B———
Northwestern Mutual Wealth Management Co
N/A—12,822,370-12,822,370-100%$983.5M———
EP Wealth Advisors, LLC
N/A—12,178,869-12,178,869-100%$934.1M———
Goldman Sachs Group Inc
N/A—11,248,421-11,248,421-100%$862.8M———
Morgan Stanley
N/A—8,675,092-8,675,092-100%$665.4M———
Bank of America Corp
N/A—7,224,992-7,224,992-100%$554.2M———
Baird Financial Group, Inc.
N/A—6,176,904-6,176,904-100%$473.8M———
United Capital Financial Advisors, LLC
N/A—3,995,262-3,995,262-100%$306.4M———
Ameriprise Financial Inc
N/A—3,911,085-3,911,085-100%$299.6M———
Jones Financial Companies Lllp
N/A—3,393,708-3,393,708-100%$261.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,435,399-2,435,399-100%$186.8M———
Raymond James Financial Inc
N/A—2,400,546-2,400,546-100%$184.1M———
Lincoln National Corp
N/A—2,251,874-2,251,874-100%$172.7M———
Osaic Holdings, Inc.
N/A—2,073,835-2,073,835-100%$159.1M———
Royal Bank of Canada
N/A—2,057,704-2,057,704-100%$157.8M———
Mariner, LLC
N/A—2,020,987-2,020,987-100%$155.0M———
Zhang Financial LLC
N/A—1,914,897-1,914,897-100%$146.9M———
UBS Group AG
N/A—1,839,154-1,839,154-100%$141.1M———
Cetera Investment Advisers
N/A—1,793,272-1,793,272-100%$137.5M———
FMR LLC
N/A—1,515,708-1,515,708-100%$116.3M———
Cerity Partners LLC
N/A—1,276,358-1,276,358-100%$97.9M———
Peapack Gladstone Financial Corp
N/A—1,261,481-1,261,481-100%$96.8M———
American Trust
N/A—1,214,066-1,214,066-100%$93.1M———
Rockefeller Capital Management L.P.
N/A—1,148,006-1,148,006-100%$88.1M———
Vanguard Advisers Inc
N/A—974,442-974,442-100%$74.7M———
Bank of Montreal
N/A—919,537-919,537-100%$70.5M———
WIT, LLC
N/A—861,173-861,173-100%$66.1M———
World Investment Advisors
N/A—793,535-793,535-100%$61.2M———
MML Investors Services, LLC
N/A—714,797-714,797-100%$54.8M———
Stephens Inc
N/A—683,912-683,912-100%$52.5M———
JPMorgan Chase & Co
N/A—666,617-666,617-100%$51.3M———
Janney Montgomery Scott LLC
N/A—647,754-647,754-100%$49.7M———
Reliant Wealth Planning
N/A—631,866-631,866-100%$48.5M———
Francis Financial, Inc.
N/A—626,906-626,906-100%$48.1M———
Stifel Financial Corp
N/A—558,188-558,188-100%$42.8M———
&partners
N/A—554,565-554,565-100%$42.5M———
Cary Street Partners Financial LLC
N/A—476,206-476,206-100%$33.5M———
Envestnet Portfolio Solutions, Inc.
N/A—470,818-470,818-100%$36.1M———
Geneos Wealth Management Inc.
N/A—465,336-465,336-100%$35.7M———
HighTower Advisors, LLC
N/A—451,690-451,690-100%$34.6M———
Wescott Financial Advisory Group, LLC
N/A—418,386-418,386-100%$32.1M———
Wealthfront Advisers LLC
N/A—410,897-410,897-100%$31.5M———
Roundview Capital LLC
N/A—408,111-408,111-100%$31.3M———
Captrust Financial Advisors
N/A—403,393-403,393-100%$30.9M———
Seneschal Advisors, LLC
N/A—395,818-395,818-100%$30.4M———
FPC Investment Advisory, Inc.
N/A—395,163-395,163-100%$30.1M———
Christine Messmer PC
N/A—389,276-389,276-100%$29.9M———
Bank Hapoalim BM
N/A—382,990-382,990-100%$29.4M———
Schiavi & Co LLC
N/A—363,886-363,886-100%$27.9M———
Retirement Management Systems Inc.
N/A—347,018-347,018-100%$26.6M———
Natixis Advisors, LLC
N/A—340,605-340,605-100%$26.1M———
Windward Private Wealth Management Inc.
N/A—334,344-334,344-100%$25.6M———
MAI Capital Management
N/A—332,133-332,133-100%$25.5M———
Vestmark Advisory Solutions, Inc.
N/A—321,738-321,738-100%$24.7M———
Betterment LLC
N/A—315,442-315,442-100%$24.2M———
Tandem Financial, LLC
N/A—308,414-308,414-100%$23.7M———
Orion Porfolio Solutions, LLC
N/A—306,232-306,232-100%$23.5M———
Kropog Financial Group, LLC
N/A—304,842-304,842-100%$23.4M———
Focus Partners Advisor Solutions, LLC
N/A—296,358-296,358-100%$22.7M———
Financial Engines Advisors L.L.C.
N/A—291,960-291,960-100%$22.4M———
American Money Management, LLC
N/A—288,490-288,490-100%$22.1M———
Trustmark Bank Trust Department
N/A—276,615-276,615-100%$21.2M———
Bartlett & Co. Wealth Management LLC
N/A—276,174-276,174-100%$21.2M———
First National Bank & Trust Co of Newtown
N/A—269,289-269,289-100%$20.3M———
Great Valley Advisor Group, Inc.
N/A—260,224-260,224-100%$20.0M———
M&T Bank Corp
N/A—259,424-259,424-100%$19.9M———
Retirement Capital Strategies
N/A—258,454-258,454-100%$19.8M———
CreativeOne Wealth, LLC
N/A—257,806-257,806-100%$19.8M———
Silver Coast Investments LLC
N/A—253,368-253,368-100%$19.4M———
NewEdge Advisors, LLC
N/A—227,199-227,199-100%$17.4M———
Smithfield Trust Co
N/A—223,101-223,101-100%$17.1M———
Tumwater Wealth Management, LLC
N/A—218,749-218,749-100%$16.8M———
Ameritas Advisory Services, LLC
N/A—197,875-197,875-100%$15.2M———
Capital Analysts, LLC
N/A—194,572-194,572-100%$14.9M———
Nwam LLC
N/A—190,646-190,646-100%$14.6M———
Citadel Advisors LLC
N/A—189,849-189,849-100%$14.6M———
Pinnacle Financial Partners, Inc.
N/A—185,977-185,977-100%$14.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—182,901-182,901-100%$14.0M———
Focus Partners Wealth
N/A—162,620-162,620-100%$12.5M———
Beacon Pointe Advisors, LLC
N/A—161,201-161,201-100%$12.4M———
Susquehanna International Group, LLP
N/A—160,380-160,380-100%$12.3M———
Ameritas Investment Partners, Inc.
N/A—160,321-160,321-100%$12.3M———
Seeds Investor LLC
N/A—135,734-135,734-100%$10.4M———
Waverly Advisors, LLC
N/A—135,573-135,573-100%$10.4M———
Asset Management Group, Inc.
N/A—133,847-133,847-100%$10.3M———
Smart Money Group LLC
N/A—128,920-128,920-100%$9.9M———
Alongside, LLC
N/A—128,358-128,358-100%$9.8M———
49 Wealth Management, LLC
N/A—128,358-128,358-100%$9.8M———
Arax Advisory Partners
N/A—125,167-125,167-100%$9.6M———
Capital Group Private Client Services, Inc.
N/A—121,487-121,487-100%$9.3M———
Sanctuary Advisors, LLC
N/A—117,910-117,910-100%$9.0M———
Fortis Advisors, LLC
N/A—115,068-115,068-100%$8.8M———
Continuum Advisory, LLC
N/A—108,419-108,419-100%$8.3M———
Blair William & Co
N/A—108,356-108,356-100%$8.3M———
Private Advisor Group, LLC
N/A—105,152-105,152-100%$8.1M———
MA Private Wealth
N/A—102,755-102,755-100%$7.9M———
Hanover Advisors Inc
N/A—100,393-100,393-100%$7.7M———
Summit Financial, LLC
N/A—99,785-99,785-100%$7.7M———
Sovereign Financial Group, Inc.
N/A—96,221-96,221-100%$7.4M———
Mutual Advisors, LLC
N/A—92,757-92,757-100%$7.1M———
Mercer Global Advisors Inc
N/A—92,710-92,710-100%$7.1M———
Snowden Capital Advisors LLC
N/A—92,336-92,336-100%$7.1M———
Aptus Capital Advisors, LLC
N/A—91,636-91,636-100%$7.0M———
Conquis Financial LLC
N/A—91,322-91,322-100%$7.0M———
WealthCollab, LLC
N/A—87,923-87,923-100%$6.7M———
Sovereign Investment Advisors, LLC
N/A—87,243-87,243-100%$6.7M———
AE Wealth Management LLC
N/A—87,020-87,020-100%$6.7M———
ESL Trust Services, LLC
N/A—85,005-85,005-100%$6.5M———
WNY Asset Management, LLC
N/A—83,788-83,788-100%$6.4M———
Centennial Bank
N/A—82,870-82,870-100%$6.4M———
Integrated Wealth Concepts LLC
N/A—81,985-81,985-100%$6.3M———
NI Acquisitions Company, LLC
N/A—75,804-75,804-100%$3.7M———
Granite Harbor Advisors, Inc.
N/A—75,114-75,114-100%$5.8M———
Momentum Wealth Planning, LLC
N/A—73,241-73,241-100%$5.6M———
Equitable Holdings, Inc.
N/A—68,762-68,762-100%$5.3M———
Leo H. Evart, Inc.
N/A—68,646-68,646-100%$5.3M———
Blom & Howell Financial Planning, Inc.
N/A—63,985-63,985-100%$4.9M———
Savvy Advisors, Inc.
N/A—63,866-63,866-100%$4.9M———
Tiaa Trust, National Association
N/A—61,878-61,878-100%$4.7M———
Bessemer Group Inc
N/A—60,228-60,228-100%$4.6M———
Advisory Services Network, LLC
N/A—58,842-58,842-100%$4.5M———
Prostatis Group LLC
N/A—54,214-54,214-100%$4.2M———
Stonebridge Financial Group, LLC
N/A—53,563-53,563-100%$4.1M———
Investments & Financial Planning, LLC
N/A—53,474-53,474-100%$4.1M———
Smartleaf Asset Management LLC
N/A—52,839-52,839-100%$4.1M———
Pathstone Holdings, LLC
N/A—52,744-52,744-100%$4.0M———
Ballentine Partners, LLC
N/A—52,586-52,586-100%$4.0M———
Precision Wealth Strategies, LLC
N/A—50,889-50,889-100%$3.9M———
Old Mission Capital LLC
N/A—49,730-49,730-100%$3.8M———
Capital Investment Management, Inc.
N/A—49,171-49,171-100%$3.8M———
Western Wealth Management, LLC
N/A—47,741-47,741-100%$3.7M———
Graney & King, LLC
N/A—47,600-47,600-100%$3.7M———
Argent Trust Co
N/A—47,288-47,288-100%$3.6M———
Brown Advisory Inc
N/A—46,614-46,614-100%$3.6M———
Harbour Investments, Inc.
N/A—46,307-46,307-100%$3.6M———
Vanguard National Trust Co
N/A—45,831-45,831-100%$3.5M———
Moneta Group Investment Advisors LLC
N/A—45,012-45,012-100%$3.5M———
C M Bidwell & Associates LTD
N/A—44,927-44,927-100%$3.4M———
Red Wave Investments LLC
N/A—44,925-44,925-100%$3.4M———
Aureus Asset Management, LLC
N/A—44,403-44,403-100%$3.4M———
Kickstand Ventures, Llc.
N/A—42,532-42,532-100%$3.3M———
Strategic Investment Advisors / MI
N/A—41,519-41,519-100%$3.2M———
Cary Street Partners Investment Advisory LLC
N/A—40,641-40,641-100%$3.1M———
Renaissance Technologies LLC
N/A—40,542-40,542-100%$3.1M———
Bank of Hawaii
N/A—39,857-39,857-100%$3.1M———
Raffa Wealth Management, LLC
N/A—39,816-39,816-100%$3.1M———
Wealth Management Associates, Inc.
N/A—39,693-39,693-100%$3.0M———
Kelman-Lazarov, Inc.
N/A—38,005-38,005-100%$2.9M———
Ausdal Financial Partners, Inc.
N/A—37,610-37,610-100%$2.9M———
SouthState Bank Corp
N/A—36,955-36,955-100%$2.8M———
Cape COD Five Cents Savings Bank
N/A—36,862-36,862-100%$2.8M———
Westfuller Advisors, LLC
N/A—35,449-35,449-100%$2.7M———
Houlihan Financial Resource Group, Ltd.
N/A—33,617-33,617-100%$2.6M———
Hopwood Nicholas Hunter
N/A—33,072-33,072-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—31,868-31,868-100%$2.4M———
PFG Investments, LLC
N/A—31,657-31,657-100%$2.4M———
Richmond Brothers, Inc.
N/A—30,208-30,208-100%$2.3M———
Benjamin Edwards Inc
N/A—29,318-29,318-100%$2.3M———
Per Stirling Capital Management, Llc.
N/A—29,268-29,268-100%$2.2M———
Zuckerman Investment Group, LLC
N/A—27,779-27,779-100%$2.1M———
Johnson Investment Counsel Inc
N/A—26,336-26,336-100%$2.0M———
United Bank
N/A—26,300-26,300-100%$2.0M———
Dopkins Wealth Management, LLC
N/A—26,025-26,025-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—24,693-24,693-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—23,444-23,444-100%$1.8M———
Composition Wealth, LLC
N/A—23,348-23,348-100%$1.8M———
Boston Family Office LLC
N/A—23,116-23,116-100%$1.8M———
Edgestream Partners, L.P.
N/A—22,629-22,629-100%$1.7M———
Arkadios Wealth Advisors
N/A—22,536-22,536-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—21,572-21,572-100%$1.7M———
Fiduciary Wealth Partners, LLC
N/A—20,917-20,917-100%$1.6M———
HRT Financial LP
N/A—20,684-20,684-100%$1.6M———
Beaird Harris Wealth Management, LLC
N/A—20,269-20,269-100%$1.6M———
Motco
N/A—20,212-20,212-100%$1.6M———
Truvestments Capital LLC
N/A—19,014-19,014-100%$1.5M———
Bleakley Financial Group, LLC
N/A—18,899-18,899-100%$1.4M———
PCM Encore, LLC
N/A—18,545-18,545-100%$1.4M———
Nuveen, LLC
N/A—18,192-18,192-100%$1.4M———
FreeGulliver LLC
N/A—17,889-17,889-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—17,866-17,866-100%$1.4M———
Rothschild Investment LLC
N/A—17,480-17,480-100%$1.3M———
Northstar Financial Companies, Inc.
N/A—17,472-17,472-100%$1.3M———
CIBC World Market Inc.
N/A—17,379-17,379-100%$1.3M———
Plum Street Advisors, LLC
N/A—17,314-17,314-100%$1.3M———
F/m Investments LLC
N/A—16,449-16,449-100%$1.3M———
Vista Cima Wealth Management LLC
N/A—16,275-16,275-100%$1.2M———
TrueWealth Financial Partners
N/A—16,104-16,104-100%$1.2M———
Oakmont Advisory Group, LLC
N/A—15,955-15,955-100%$1.2M———
BFC Planning, Inc.
N/A—15,712-15,712-100%$1.2M———
Kovack Advisors, Inc.
N/A—15,637-15,637-100%$1.2M———
Nalls Sherbakoff Group, LLC
N/A—15,348-15,348-100%$1.2M———
Shepherd Kaplan Krochuk, LLC
N/A—14,777-14,777-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—14,776-14,776-100%$1.1M———
Global Retirement Partners, LLC
N/A—14,646-14,646-100%$1.1M———
Principal Securities, Inc.
N/A—14,611-14,611-100%$1.1M———
FSB Premier Wealth Management, Inc.
N/A—14,243-14,243-100%$1.1M———
WCG Wealth Advisors LLC
N/A—13,930-13,930-100%$1.1M———
National Bank of Canada
N/A—13,691-13,691-100%$1.0M———
Headinvest, LLC
N/A—13,332-13,332-100%$1.0M———
Mayflower Financial Advisors, LLC
N/A—13,270-13,270-100%$1.0M———
LifePlan Investment Advisors, Inc.
N/A—13,032-13,032-100%$999.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,023-12,023-100%$922.2K———
Rehmann Capital Advisory Group
N/A—11,800-11,800-100%$905.1K———
Maxele Advisors, LLC
N/A—11,639-11,639-100%$892.7K———
Vaughan Nelson Investment Management, L.P.
N/A—11,486-11,486-100%$881.0K———
Hershey Financial Advisers, LLC
N/A—11,434-11,434-100%$877.0K———
Atlantic Family Wealth, LLC
N/A—11,367-11,367-100%$871.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—11,324-11,324-100%$868.5K———
GWN Securities Inc.
N/A—11,163-11,163-100%$856.2K———
First National Bank of Omaha
N/A—11,019-11,019-100%$848.8K———
Shelter Mutual Insurance Co
N/A—10,900-10,900-100%$836.0K———
Invesco Ltd.
N/A—10,678-10,678-100%$819.0K———
Transamerica Financial Advisors, LLC
N/A—10,421-10,421-100%$799.4K———
Northern Trust Corp
N/A—10,315-10,315-100%$791.2K———
Brio Consultants, LLC
N/A—10,077-10,077-100%$772.9K———
Modern Wealth Management, LLC
N/A—9,805-9,805-100%$752.1K———
AQR Capital Management LLC
N/A—9,704-9,704-100%$744.3K———
Commerce Bank
N/A—9,458-9,458-100%$725.4K———
Prestige Wealth Management Group LLC
N/A—9,421-9,421-100%$722.6K———
Members Trust Co
N/A—9,250-9,250-100%$709.5K———
Barnes Pettey Financial Advisors, LLC
N/A—9,234-9,234-100%$708.2K———
Tranquilli Financial Advisor LLC
N/A—9,167-9,167-100%$703.1K———
Leavell Investment Management, Inc.
N/A—9,123-9,123-100%$699.7K———
Bluespring Wealth Management, LLC
N/A—9,121-9,121-100%$699.6K———
RWA Wealth Partners, LLC
N/A—9,085-9,085-100%$696.8K———
Pacific Financial Group Inc
N/A—8,940-8,940-100%$685.7K———
Operose Advisors LLC
N/A—8,913-8,913-100%$683.6K———
Mayport, LLC
N/A—8,870-8,870-100%$680.3K———
Easterly Investment Partners LLC
N/A—8,855-8,855-100%$679.2K———
SageView Advisory Group, LLC
N/A—8,715-8,715-100%$668.5K———
Lowe Brockenbrough & Co Inc
N/A—8,686-8,686-100%$666.2K———
Golden Road Advisors LLC
N/A—8,518-8,518-100%$653.3K———
Wealthspire Advisors, LLC
N/A—8,442-8,442-100%$647.5K———
One Wealth Advisors, LLC
N/A—8,440-8,440-100%$647.3K———
Smith, Moore & Co.
N/A—8,349-8,349-100%$640.4K———
Peak Planning Group, LLC
N/A—7,642-7,642-100%$586.1K———
Fiduciary Trust Co
N/A—7,402-7,402-100%$567.7K———
Bluebird Wealth Management LLC
N/A—7,159-7,159-100%$549.1K———
Vance Wealth, LLC
N/A—7,148-7,148-100%$548.2K———
Advisory Alpha, LLC
N/A—7,074-7,074-100%$542.6K———
PlanVest Financial, Inc
N/A—6,919-6,919-100%$530.7K———
Dearborn Partners LLC
N/A—6,604-6,604-100%$506.5K———
Bruce G. Allen Investments, LLC
N/A—6,434-6,434-100%$493.5K———
TD Capital Management LLC
N/A—6,297-6,297-100%$483.0K———
Huntington National Bank
N/A—6,279-6,279-100%$481.6K———
WealthTrak Capital Management LLC
N/A—5,934-5,934-100%$455.1K———
Gateway Wealth Partners, LLC
N/A—5,907-5,907-100%$453.1K———
Petix & Botte Co
N/A—5,893-5,893-100%$452.0K———
Capital Advisor Network LLC
N/A—5,840-5,840-100%$447.9K———
Stratos Wealth Partners, Ltd.
N/A—5,793-5,793-100%$444.4K———
Hills Bank & Trust Co
N/A—5,702-5,702-100%$437.3K———
Granite Bay Wealth Management, LLC
N/A—5,426-5,426-100%$416.0K———
Fiduciary Financial Advisors
N/A—5,420-5,420-100%$415.7K———
Maripau Wealth Management LLC
N/A—5,403-5,403-100%$414.4K———
Ancora Advisors LLCA
N/A—5,263-5,263-100%$403.7K———
One Capital Management, LLC
N/A—5,201-5,201-100%$401.4K———
Mpwm Advisory Solutions, LLC
N/A—5,138-5,138-100%$394.1K———
Compass Advisory Group LLC
N/A—5,081-5,081-100%$389.7K———
Brookwood Investment Group LLC
N/A—5,080-5,080-100%$389.6K———
Thomasville National Bank
N/A—5,000-5,000-100%$383.5K———
Panoramic Investment Advisors, LLC
N/A—4,850-4,850-100%$372.0K———
Caitlin John, LLC
N/A—4,777-4,777-100%$366.4K———
IFG Advisory, LLC
N/A—4,765-4,765-100%$365.5K———
Franklin Resources Inc
N/A—4,765-4,765-100%$365.5K———
Liberty Wealth Management LLC
N/A—4,747-4,747-100%$366.4K———
Strathmore Capital Advisors, Inc.
N/A—4,741-4,741-100%$359.2K———
Tower Research Capital LLC (TRC)
N/A—4,684-4,684-100%$359.3K———
Access Financial Services, Inc.
N/A—4,595-4,595-100%$352.4K———
Northstar Group, Inc.
N/A—4,590-4,590-100%$352.1K———
VestGen Investment Management
N/A—4,385-4,385-100%$336.3K———
Sequent Planning LLC
N/A—4,358-4,358-100%$334.3K———
Carter Financial, LLC
N/A—4,294-4,294-100%$329.4K———
Fourth Dimension Wealth, LLC
N/A—4,168-4,168-100%$319.7K———
Greenwich Wealth Management LLC
N/A—4,115-4,115-100%$316.0K———
Latko Wealth Management, Ltd.
N/A—4,081-4,081-100%$313.0K———
Quotient Wealth Partners, LLC
N/A—4,070-4,070-100%$312.2K———
GeoWealth Management, LLC
N/A—3,987-3,987-100%$305.9K———
Marshall Investment Management, LLC
N/A—3,953-3,953-100%$303.2K———
Essex Financial Services, Inc.
N/A—3,945-3,945-100%$302.6K———
Axis Wealth Partners, LLC
N/A—3,944-3,944-100%$302.5K———
Forum Private Client Group LLC
N/A—3,919-3,919-100%$300.6K———
Planning Directions Inc
N/A—3,909-3,909-100%$299.8K———
HighPoint Advisor Group LLC
N/A—3,860-3,860-100%$296.1K———
Maridea Wealth Management LLC
N/A—3,850-3,850-100%$295.3K———
Wealthspire Retirement, LLC
N/A—3,832-3,832-100%$293.9K———
NorthRock Partners, LLC
N/A—3,808-3,808-100%$292.1K———
Brooks, Moore & Associates, Inc.
N/A—3,775-3,775-100%$289.5K———
Jaffetilchin Investment Partners, LLC
N/A—3,754-3,754-100%$288.0K———
Cresset Asset Management, LLC
N/A—3,748-3,748-100%$287.5K———
Arcadia Wealth Management, Inc.
N/A—3,743-3,743-100%$287.1K———
PAX Financial Group, LLC
N/A—3,727-3,727-100%$285.9K———
Summit Wealth Group, LLC
N/A—3,681-3,681-100%$282.3K———
Godshalk Welsh Capital Management, Inc.
N/A—3,593-3,593-100%$275.6K———
Bogart Wealth, LLC
N/A—3,584-3,584-100%$274.9K———
Aegis Wealth Management LLC
N/A—3,524-3,524-100%$270.3K———
Transcend Capital Advisors, LLC
N/A—3,500-3,500-100%$268.5K———
Octavia Wealth Advisors, LLC
N/A—3,436-3,436-100%$263.5K———
XTX Topco Ltd
N/A—3,428-3,428-100%$262.9K———
Empirical Asset Management, LLC
N/A—3,426-3,426-100%$262.8K———
Orleans Capital Management Corp
N/A—3,380-3,380-100%$259.2K———
Harbour Investment Management LLC
N/A—3,314-3,314-100%$254.2K———
NewEdge Wealth, LLC
N/A—3,215-3,215-100%$246.6K———
Summit Wealth Partners, LLC
N/A—3,212-3,212-100%$246.4K———
Mission Creek Capital Partners, Inc.
N/A—3,205-3,205-100%$245.8K———
Clark Capital Management Group, Inc.
N/A—3,191-3,191-100%$244.8K———
Gladstone Institutional Advisory LLC
N/A—3,170-3,170-100%$243.1K———
Veridan Wealth LLC
N/A—3,107-3,107-100%$238.3K———
TAGStone Capital, Inc.
N/A—3,056-3,056-100%$234.4K———
Dunhill Financial, LLC
N/A—2,994-2,994-100%$229.6K———
Capital Asset Managemnet, LLC
N/A—2,981-2,981-100%$228.6K———
FSA Advisors, Inc.
N/A—2,978-2,978-100%$228.4K———
Redwood Investment Management, LLC
N/A—2,941-2,941-100%$226.0K———
FourThought Financial Partners, LLC
N/A—2,940-2,940-100%$225.5K———
Investment Advisory Group, LLC
N/A—2,925-2,925-100%$224.3K———
Torrey-Payne Wealth Management, LLC
N/A—2,881-2,881-100%$221.0K———
Mrwm Advisors, LLC
N/A—2,880-2,880-100%$220.9K———
St. Nicholas Private Asset Management, Inc
N/A—2,834-2,834-100%$217.4K———
Potomac Fund Management Inc
N/A—2,800-2,800-100%$214.8K———
Mark Sheptoff Financial Planning, LLC
N/A—2,679-2,679-100%$205.5K———
Sequoia Financial Advisors, LLC
N/A—2,678-2,678-100%$205.4K———
First American Trust, FSB
N/A—2,677-2,677-100%$205.3K———
Dimension Capital Management LLC
N/A—2,668-2,668-100%$204.6K———
Anchor Investment Management, LLC
N/A—2,386-2,386-100%$183.0K———
Atlantic Union Bankshares Corp
N/A—2,361-2,361-100%$181.1K———
Tiaa Wealth Investment Management LLC
N/A—2,360-2,360-100%$181.6K———
Timbuktu Capital Management, LLC
N/A—2,265-2,265-100%$173.7K———
Twin City Private Wealth, LLC
N/A—2,251-2,251-100%$172.7K———
Strategic Investment Solutions, Inc.
N/A—2,204-2,204-100%$169.0K———
HHM Wealth Advisors, LLC
N/A—2,041-2,041-100%$156.5K———
Crews Bank & Trust
N/A—1,916-1,916-100%$147.0K———
Strategic Wealth Partners, Ltd.
N/A—1,844-1,844-100%$141.4K———
SOA Wealth Advisors, Llc.
N/A—1,812-1,812-100%$139.0K———
Teachers Insurance & Annuity Association of America
N/A—1,788-1,788-100%$137.1K———
South Plains Financial, Inc.
N/A—1,720-1,720-100%$131.9K———
BlackRock, Inc.
N/A—1,569-1,569-100%$120.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,500-1,500-100%$115.1K———
WealthShield Partners, LLC
N/A—1,339-1,339-100%$102.7K———
Basepoint Wealth LLC
N/A—1,311-1,311-100%$100.6K———
Richard W. Paul & Associates, LLC
N/A—1,266-1,266-100%$97.1K———
Wellington-Altus USA Inc.
N/A—1,037-1,037-100%$80.0K———
Brown Brothers Harriman & Co
N/A—1,024-1,024-100%$78.5K———
Swisher Financial Concepts, Inc.
N/A—929-929-100%$71.3K———
Morse Asset Management, Inc
N/A—700-700-100%$53.7K———
N.E.W. Advisory Services LLC
N/A—673-673-100%$51.6K———
Mcguire Capital Advisors Inc
N/A—659-659-100%$50.5K———
Colonial Trust Co / SC
N/A—651-651-100%$50.1K———
Swan Capital LLC
N/A—597-597-100%$45.8K———
Rialto Wealth Management, LLC
N/A—595-595-100%$45.6K———
CNB Bank
N/A—577-577-100%$44.3K———
Founders Financial Alliance, LLC
N/A—481-481-100%$36.9K———
Darwin Wealth Management, LLC
N/A—442-442-100%$33.9K———
FAS Wealth Partners, Inc.
N/A—421-421-100%$32.3K———
Colonial Trust Advisors
N/A—336-336-100%$25.8K———
Howe & Rusling Inc
N/A—330-330-100%$25.3K———
Front Row Advisors LLC
N/A—325-325-100%$24.5K———
LGT Financial Advisors LLC
N/A—323-323-100%$24.8K———
Meramec Financial Planners, LLC
N/A—314-314-100%$23.7K———
O'shaughnessy Asset Management, LLC
N/A—313-313-100%$24.0K———
Ameriflex Group, Inc.
N/A—310-310-100%$23.8K———
Harborfront Financial Group LLC
N/A—282-282-100%$21.7K———
Providence Capital Advisors, LLC
N/A—246-246-100%$18.9K———
Godfrey Financial Associates, Inc.
N/A—227-227-100%$17.4K———
Frazier Financial Advisors, LLC
N/A—214-214-100%$16.4K———
Greykasell Wealth Strategies, Inc.
N/A—213-213-100%$16.3K———
Hollencrest Capital Management
N/A—209-209-100%$16.0K———
CVA Family Office, LLC
N/A—180-180-100%$13.8K———
Kerr Financial Planning Corp
N/A—175-175-100%$13.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—152-152-100%$11.7K———
Minot DeBlois Advisors LLC
N/A—150-150-100%$11.5K———
EFG International AG
N/A—93-93-100%$7.1K———
Morris Financial Concepts, Inc.
N/A—92-92-100%$7.1K———
Caldwell Sutter Capital, Inc.
N/A—90-90-100%$6.9K———
Talon Private Wealth, LLC
N/A—86-86-100%$6.6K———
New England Asset Management Inc
N/A—75-75-100%$5.8K———
Toews Corp
N/A—61-61-100%$4.7K———
Cordant, Inc.
N/A—58-58-100%$4.5K———
Napier Financial, LLC
N/A—39-39-100%$3.0K———
Sittner & Nelson, LLC
N/A—38-38-100%$2.9K———
UBS Asset Management Americas LLC
N/A—32-32-100%$2.5K———
Atlas Capital Advisors Inc.
N/A—29-29-100%$2.2K———
Tanglewood Legacy Advisors, LLC
N/A—23-23-100%$1.8K———
Logan Capital Management Inc
N/A—11-11-100%$844———
Copia Wealth Management
N/A—6-6-100%$460———
Federation des caisses Desjardins du Quebec
N/A—6-6-100%$460———
Medallion Wealth Advisors, LLC
N/A—3-3-100%$245———
Financial Gravity Companies, Inc.
N/A—2-2-100%$153———
Luminist Capital LLC
N/A—00—$4.4K———
Showing 1067 of 1067 institutions