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Vanguard Short-Term Bond ETF (BSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares48,208,421 from 43,838,959
Change+4,369,462 (+10%)
Value$3.7B (+$267.6M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares18,706,621 from 15,333,291
Change+3,373,330 (+22%)
Value$1.5B (+$262.8M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares7,266,450 from 7,261,254
Change+5,196 (+0%)
Value$555.2M (-$10.6M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares3,057,556 from 2,981,848
Change+75,708 (+3%)
Value$233.6M (+$1.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares2,764,211 from 2,777,145
Change-12,934 (0%)
Value$211.2M (-$5.2M)
Filed 2026-11-02
True Link Financial Advisors, LLC
INCREASED
Shares2,705,597 from 2,608,375
Change+97,222 (+4%)
Value$206.7M (+$3.5M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares2,218,759 from 2,174,156
Change+44,603 (+2%)
Value$169.5M (+$124.7K)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
INCREASED
Shares1,804,387 from 1,801,388
Change+2,999 (+0%)
Value$137.9M (-$2.5M)
Filed 2026-10-26
Allied Investment Advisors, LLC
INCREASED
Shares1,784,911 from 273,991
Change+1,510,920 (+551%)
Value$136.4M (+$115.0M)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares1,738,455 from 1,579,884
Change+158,571 (+10%)
Value$132.7M (+$10.1M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,478,232 from 1,459,721
Change+18,511 (+1%)
Value$112.9K (-$113.6M)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares1,375,513 from 1,204,888
Change+170,625 (+14%)
Value$105.1M (+$11.2M)
Filed 2026-11-05
RW Investment Management LLC
DECREASED
Shares1,371,360 from 1,396,886
Change-25,526 (-2%)
Value$104.8M (-$4.1M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares1,345,500 from 1,350,385
Change-4,885 (0%)
Value$102.8M (-$2.4M)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares1,319,713 from 1,244,826
Change+74,887 (+6%)
Value$100.8M (+$3.8M)
Filed 2026-10-14
RS Crum Inc.
INCREASED
Shares1,266,915 from 1,254,488
Change+12,427 (+1%)
Value$96.8M (-$944.8K)
Filed 2026-10-19
Exchange Traded Concepts, LLC
INCREASED
Shares1,253,367 from 1,207,656
Change+45,711 (+4%)
Value$95.8M (+$1.7M)
Filed 2026-10-28
Fund Evaluation Group, LLC
INCREASED
Shares1,196,492 from 1,184,318
Change+12,174 (+1%)
Value$91.4M (-$858.2K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares1,192,175 from 1,082,377
Change+109,798 (+10%)
Value$91.1M (+$6.8M)
Filed 2026-10-28
Martel Wealth Advisors LLC
INCREASED
Shares1,057,128 from 996,458
Change+60,670 (+6%)
Value$80.8M (+$3.1M)
Filed 2026-10-14
International City Management Association Retirement Corp
INCREASED
Shares992,721 from 776,816
Change+215,905 (+28%)
Value$75.8M (+$15.3M)
Filed 2026-10-26
Integris Wealth Management, LLC
INCREASED
Shares949,554 from 898,698
Change+50,856 (+6%)
Value$72.5M (+$2.5M)
Filed 2026-10-14
First Merchants Corp
INCREASED
Shares889,927 from 871,815
Change+18,112 (+2%)
Value$68.0M (+$67.3K)
Filed 2026-10-15
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares885,961 from 847,131
Change+38,830 (+5%)
Value$67.7M (+$1.7M)
Filed 2026-10-27
Gemmer Asset Management LLC
INCREASED
Shares879,180 from 838,296
Change+40,884 (+5%)
Value$67.2M (+$1.9M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares721,887 from 636,517
Change+85,370 (+13%)
Value$55.2M (+$5.6M)
Filed 2026-10-08
Arbor Investment Advisors, LLC
INCREASED
Shares692,842 from 675,069
Change+17,773 (+3%)
Value$52.9M (+$338.5K)
Filed 2026-10-26
Symmetry Partners, LLC
INCREASED
Shares648,854 from 635,551
Change+13,303 (+2%)
Value$49.6M (+$56.7K)
Filed 2026-10-27
Presilium Private Wealth, LLC
INCREASED
Shares648,612 from 615,146
Change+33,466 (+5%)
Value$49.6M (+$1.6M)
Filed 2026-10-26
Clark Asset Management, LLC
INCREASED
Shares627,869 from 584,361
Change+43,508 (+7%)
Value$48.0M (+$2.4M)
Filed 2026-10-19
Old Peak Finance LLC
INCREASED
Shares613,945 from 567,983
Change+45,962 (+8%)
Value$46.9M (+$2.7M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares559,765 from 337,295
Change+222,470 (+66%)
Value$30.8M (+$5.1M)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares541,945 from 551,860
Change-9,915 (-2%)
Value$41.4M (-$1.6M)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares514,877 from 1,341,056
Change-826,179 (-62%)
Value$39.3M (-$65.5M)
Filed 2026-11-06
Human Investing LLC
INCREASED
Shares505,293 from 468,074
Change+37,219 (+8%)
Value$38.6M (+$2.1M)
Filed 2026-10-19
Partners in Financial Planning
INCREASED
Shares497,511 from 488,983
Change+8,528 (+2%)
Value$38.0M (-$86.9K)
Filed 2026-11-06
Sage Financial Management Group, Inc.
INCREASED
Shares480,482 from 418,585
Change+61,897 (+15%)
Value$36.7M (+$4.1M)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares477,438 from 450,644
Change+26,794 (+6%)
Value$36.5M (+$1.4M)
Filed 2026-11-03
Associated Banc-Corp
INCREASED
Shares450,580 from 409,223
Change+41,357 (+10%)
Value$34.4M (+$2.5M)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares446,660 from 412,366
Change+34,294 (+8%)
Value$34.1M (+$2.0M)
Filed 2026-10-28
Barr E S & Co
INCREASED
Shares441,312 from 380,212
Change+61,100 (+16%)
Value$33.7M (+$4.1M)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares441,186 from 134,375
Change+306,811 (+228%)
Value$33.7M (+$23.2M)
Filed 2026-10-29
Compass Planning Associates Inc
DECREASED
Shares437,985 from 462,096
Change-24,111 (-5%)
Value$33.5M (-$2.5M)
Filed 2026-10-13
Berkshire Money Management, Inc.
INCREASED
Shares435,680 from 423,447
Change+12,233 (+3%)
Value$33.3M (+$295.2K)
Filed 2026-10-21
Greenup Street Wealth Management LLC
INCREASED
Shares431,308 from 401,299
Change+30,009 (+7%)
Value$33.0M (+$1.7M)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares429,800 from 415,886
Change+13,914 (+3%)
Value$32.8K (-$32.4M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares418,054 from 402,698
Change+15,356 (+4%)
Value$31.9M (+$565.1K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares401,620 from 385,620
Change+16,000 (+4%)
Value$30.7M (+$640.1K)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares399,570 from 110,616
Change+288,954 (+261%)
Value$30.5M (+$21.9M)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares382,784 from 369,592
Change+13,192 (+4%)
Value$29.2M (+$449.7K)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares368,959 from 328,412
Change+40,547 (+12%)
Value$28.2M (+$2.6M)
Filed 2026-10-07
Principal Financial Group Inc
DECREASED
Shares356,184 from 378,263
Change-22,079 (-6%)
Value$27.2M (-$2.3M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares356,184 from 378,263
Change-22,079 (-6%)
Value$27.2M (-$2.3M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares345,358 from 291,870
Change+53,488 (+18%)
Value$26.4M (+$3.6M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares345,014 from 278,085
Change+66,929 (+24%)
Value$26.4M (+$4.7M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares343,007 from 340,954
Change+2,053 (+1%)
Value$26.2M (-$358.0K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares340,441 from 280,554
Change+59,887 (+21%)
Value$26.0M (+$4.2M)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares324,185 from 317,267
Change+6,918 (+2%)
Value$24.8M (+$49.5K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares315,619 from 266,996
Change+48,623 (+18%)
Value$24.1M (+$3.3M)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
INCREASED
Shares312,847 from 309,533
Change+3,314 (+1%)
Value$23.9M (-$214.2K)
Filed 2026-10-14
BetterWealth, LLC
INCREASED
Shares307,279 from 304,624
Change+2,655 (+1%)
Value$23.5M (-$257.1K)
Filed 2026-10-15
Lighthouse Financial Services Inc
INCREASED
Shares302,875 from 300,301
Change+2,574 (+1%)
Value$23.1M (-$169.7K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares289,697 from 279,487
Change+10,210 (+4%)
Value$22.1M (+$358.0K)
Filed 2026-10-27
Wiser Wealth Management, Inc
INCREASED
Shares284,610 from 250,382
Change+34,228 (+14%)
Value$21.7M (+$2.2M)
Filed 2026-10-14
Evolution Advisers, Inc.
INCREASED
Shares281,528 from 269,333
Change+12,195 (+5%)
Value$21.5M (+$528.6K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares276,046 from 227,554
Change+48,492 (+21%)
Value$21.1M (+$3.4M)
Filed 2026-10-22
Lutz Financial Services LLC
DECREASED
Shares274,769 from 274,930
Change-161 (0%)
Value$21.0M (-$427.5K)
Filed 2026-11-06
Stephenson & Company, Inc.
INCREASED
Shares273,953 from 245,951
Change+28,002 (+11%)
Value$20.9M (+$1.8M)
Filed 2026-10-30
Greystone Financial Group, LLC
DECREASED
Shares273,657 from 275,668
Change-2,011 (-1%)
Value$20.9M (-$569.9K)
Filed 2026-10-26
MilWealth Group LLC
INCREASED
Shares271,670 from 262,722
Change+8,948 (+3%)
Value$20.8M (+$287.0K)
Filed 2026-11-02
Beacon Capital Management, Inc.
DECREASED
Shares270,391 from 291,773
Change-21,382 (-7%)
Value$20.7M (-$2.1M)
Filed 2026-10-13
Trellis Wealth Advisors LLC
DECREASED
Shares270,221 from 287,328
Change-17,107 (-6%)
Value$20.6M (-$1.7M)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares269,687 from 318,097
Change-48,410 (-15%)
Value$20.6M (-$4.2M)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares268,656 from 247,490
Change+21,166 (+9%)
Value$20.5M (+$1.2M)
Filed 2026-10-15
eCIO, Inc.
INCREASED
Shares266,838 from 249,955
Change+16,883 (+7%)
Value$20.4M (+$888.5K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares266,584 from 259,783
Change+6,801 (+3%)
Value$20.4M (+$127.3K)
Filed 2026-10-28
Fort Henry Capital, LLC
INCREASED
Shares257,840 from 248,902
Change+8,938 (+4%)
Value$19.7M (+$307.0K)
Filed 2026-10-22
Forza Wealth Management, LLC
INCREASED
Shares256,470 from 226,104
Change+30,366 (+13%)
Value$19.6M (+$2.0M)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares256,380 from 228,811
Change+27,569 (+12%)
Value$19.6M (+$1.8M)
Filed 2026-10-08
Factor Wealth Management LTD
DECREASED
Shares256,036 from 325,862
Change-69,826 (-21%)
Value$19.6M (-$5.8M)
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares255,231 from 180,722
Change+74,509 (+41%)
Value$19.5M (+$5.4M)
Filed 2026-10-28
Oath Planning, LLC
INCREASED
Shares254,986 from 208,593
Change+46,393 (+22%)
Value$19.5M (+$3.2M)
Filed 2026-10-20
Brewster Financial Planning LLC
INCREASED
Shares247,918 from 241,799
Change+6,119 (+3%)
Value$18.9M (+$102.4K)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
DECREASED
Shares245,478 from 250,190
Change-4,712 (-2%)
Value$18.8M (-$737.8K)
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares243,719 from 200,338
Change+43,381 (+22%)
Value$18.6M (+$3.0M)
Filed 2026-10-26
Level Financial Advisors
INCREASED
Shares241,620 from 237,879
Change+3,741 (+2%)
Value$18.5M (-$73.4K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares238,537 from 216,722
Change+21,815 (+10%)
Value$18.2M (+$1.3M)
Filed 2026-10-28
Your Advocates Ltd., LLP
INCREASED
Shares237,069 from 223,762
Change+13,307 (+6%)
Value$18.1M (+$678.8K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares229,254 from 240,584
Change-11,330 (-5%)
Value$17.5M (-$1.3M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares229,230 from 186,511
Change+42,719 (+23%)
Value$17.5M (+$3.0M)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares224,834 from 213,928
Change+10,906 (+5%)
Value$17.2M (+$510.2K)
Filed 2026-10-14
Mustard Seed Financial, LLC
INCREASED
Shares224,053 from 215,391
Change+8,662 (+4%)
Value$17.1M (+$336.6K)
Filed 2026-10-30
Safir Wealth Advisors, LLC
INCREASED
Shares221,088 from 213,718
Change+7,370 (+3%)
Value$16.9M (+$240.4K)
Filed 2026-10-16
Investment Planning Advisors, Inc.
INCREASED
Shares220,911 from 208,650
Change+12,261 (+6%)
Value$16.9M (+$621.7K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares216,052 from 103,194
Change+112,858 (+109%)
Value$16.5M (+$8.5M)
Filed 2026-10-29
Eagle Rock Investment Company, LLC
INCREASED
Shares207,355 from 205,530
Change+1,825 (+1%)
Value$15.8M (-$170.9K)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares202,928 from 208,717
Change-5,789 (-3%)
Value$15.5M (-$757.5K)
Filed 2026-11-03
Stone Summit Wealth LLC
INCREASED
Shares200,665 from 163,804
Change+36,861 (+23%)
Value$15.3M (+$2.6M)
Filed 2026-10-14
Harfst & Associates, Inc.
INCREASED
Shares194,224 from 188,444
Change+5,780 (+3%)
Value$14.8M (+$157.0K)
Filed 2026-10-20
Vertrix Wealth Management, LLC
INCREASED
Shares193,041 from 190,848
Change+2,193 (+1%)
Value$14.7M (-$120.6K)
Filed 2026-10-13
Frankly Finances, LLC
INCREASED
Shares187,325 from 179,877
Change+7,448 (+4%)
Value$14.3M (+$297.5K)
Filed 2026-10-28
Compass Wealth Management, LLC
NEW
Shares186,744
Change+186,744
Value$14.3M
Filed 2026-10-30
SigFig Wealth Management, LLC
INCREASED
Shares186,155 from 183,517
Change+2,638 (+1%)
Value$14.2M (-$95.7K)
Filed 2026-10-07
US Bancorp \de\
DECREASED
Shares183,374 from 185,737
Change-2,363 (-1%)
Value$14.0M (-$461.4K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares181,252 from 180,697
Change+555 (+0%)
Value$13.8M (-$230.5K)
Filed 2026-11-03
Harpswell Capital Advisors, LLC
INCREASED
Shares177,623 from 29,191
Change+148,432 (+508%)
Value$13.6M (+$11.3M)
Filed 2026-10-09
PNC Financial Services Group, Inc.
DECREASED
Shares176,630 from 180,522
Change-3,892 (-2%)
Value$13.5M (-$569.9K)
Filed 2026-11-06
Elevate Wealth Advisory, Inc
INCREASED
Shares173,494 from 164,155
Change+9,339 (+6%)
Value$13.3M (+$465.6K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares168,042 from 157,682
Change+10,360 (+7%)
Value$12.8M (+$553.4K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
DECREASED
Shares166,386 from 168,486
Change-2,100 (-1%)
Value$12.7M (-$414.9K)
Filed 2026-10-22
Alkeme Wealth, LLC
INCREASED
Shares163,164 from 144,195
Change+18,969 (+13%)
Value$12.5M (+$1.2M)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED
Shares156,906 from 6,330
Change+150,576 (+2379%)
Value$12.0M (+$11.5M)
Filed 2026-10-13
Parker Financial LLC
INCREASED
Shares156,362 from 152,001
Change+4,361 (+3%)
Value$11.9M (+$106.5K)
Filed 2026-11-05
Fidato Wealth LLC
INCREASED
Shares154,543 from 148,686
Change+5,857 (+4%)
Value$11.8M (+$222.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares154,467 from 154,496
Change-29 (0%)
Value$11.8M (-$235.5K)
Filed 2026-11-05
3 Factor Indexing, LLC
INCREASED
Shares153,259 from 139,894
Change+13,365 (+10%)
Value$11.7M (+$809.9K)
Filed 2026-10-15
City State Bank
INCREASED
Shares151,006 from 149,098
Change+1,908 (+1%)
Value$11.5M (-$79.4K)
Filed 2026-10-20
Hopwood Financial Services, Inc.
INCREASED
Shares149,083 from 144,402
Change+4,681 (+3%)
Value$11.4M (+$139.6K)
Filed 2026-10-29
Lynch Investment Planning, LLC
INCREASED
Shares148,200 from 132,781
Change+15,419 (+12%)
Value$11.3M (+$977.5K)
Filed 2026-10-27
Mission Wealth Management, LP
INCREASED
Shares146,423 from 115,941
Change+30,482 (+26%)
Value$11.2M (+$2.2M)
Filed 2026-10-15
Pines Wealth Management, LLC
DECREASED
Shares146,287 from 147,950
Change-1,663 (-1%)
Value$11.2M (-$350.5K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
DECREASED
Shares145,707 from 146,058
Change-351 (0%)
Value$11.1M (-$247.3K)
Filed 2026-10-29
McAdam, LLC
INCREASED
Shares143,664 from 143,484
Change+180 (+0%)
Value$11.0M (-$203.0K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
INCREASED
Shares141,493 from 140,590
Change+903 (+1%)
Value$10.8M (-$143.3K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares140,803 from 141,122
Change-319 (0%)
Value$10.8M (-$237.4K)
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares137,041 from 112,429
Change+24,612 (+22%)
Value$10.5M (+$1.7M)
Filed 2026-10-30
Aspire Private Capital, LLC
INCREASED
Shares135,318 from 127,664
Change+7,654 (+6%)
Value$10.3M (+$392.0K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares132,054 from 158,860
Change-26,806 (-17%)
Value$10.1M (-$2.3M)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares131,147 from 126,330
Change+4,817 (+4%)
Value$10.0M (+$177.3K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares128,959 from 56,031
Change+72,928 (+130%)
Value$9.8M (+$5.5M)
Filed 2026-10-16
IFG Advisors, LLC
DECREASED
Shares128,855 from 131,806
Change-2,951 (-2%)
Value$9.8M (-$424.5K)
Filed 2026-10-15
RF&L Wealth Management, LLC
INCREASED
Shares128,354 from 124,199
Change+4,155 (+3%)
Value$9.8M (+$129.9K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
INCREASED
Shares127,416 from 124,748
Change+2,668 (+2%)
Value$9.7M (+$15.5K)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares126,106 from 134,999
Change-8,893 (-7%)
Value$9.6M (-$883.3K)
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares125,544 from 120,461
Change+5,083 (+4%)
Value$9.6M (+$223.7K)
Filed 2026-10-09
Clarity Capital Advisors, LLC
INCREASED
Shares122,895 from 117,442
Change+5,453 (+5%)
Value$9.4M (+$239.3K)
Filed 2026-10-27
Washington Capital Management, Inc
INCREASED
Shares116,455 from 88,655
Change+27,800 (+31%)
Value$8.9M (+$2.0M)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares114,541 from 148,625
Change-34,084 (-23%)
Value$8.8M (-$2.8M)
Filed 2026-10-21
Arcadia Wealth Management, LLC
DECREASED
Shares113,323 from 124,115
Change-10,792 (-9%)
Value$8.7M (-$1.0M)
Filed 2026-10-22
Earned Wealth Advisors, LLC
INCREASED
Shares112,555 from 87,873
Change+24,682 (+28%)
Value$8.6M (+$1.8M)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares111,142 from 102,436
Change+8,706 (+9%)
Value$8.5M (+$510.5K)
Filed 2026-11-05
Sfam, LLC
INCREASED
Shares110,638 from 102,303
Change+8,335 (+8%)
Value$8.5M (+$482.3K)
Filed 2026-11-03
Essential Planning, Llc.
INCREASED
Shares109,563 from 109,242
Change+321 (+0%)
Value$8.4M (-$140.3K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares105,819 from 102,603
Change+3,216 (+3%)
Value$8.1M (+$90.7K)
Filed 2026-11-03
Redw Wealth LLC
DECREASED
Shares103,601 from 139,165
Change-35,564 (-26%)
Value$7.9M (-$2.9M)
Filed 2026-11-02
Krane Financial Solutions LLC
DECREASED
Shares103,029 from 104,176
Change-1,147 (-1%)
Value$7.9M (-$245.0K)
Filed 2026-10-30
Hohimer Wealth Management, LLC
INCREASED
Shares102,550 from 94,627
Change+7,923 (+8%)
Value$7.8M (+$462.5K)
Filed 2026-11-04
Austin Asset Management Co Inc
DECREASED
Shares101,081 from 104,749
Change-3,668 (-3%)
Value$7.7M (-$438.5K)
Filed 2026-10-29
Eagle Strategies LLC
INCREASED
Shares100,742 from 10,411
Change+90,331 (+868%)
Value$7.7M (+$6.9M)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares100,205 from 97,469
Change+2,736 (+3%)
Value$7.7M (+$61.8K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares100,066 from 58,703
Change+41,363 (+70%)
Value$7.6M (+$3.1M)
Filed 2026-10-21
Echo45 Advisors LLC
INCREASED
Shares99,846 from 97,127
Change+2,719 (+3%)
Value$7.6M (+$61.1K)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares99,734 from 114,395
Change-14,661 (-13%)
Value$7.6K (-$8.9M)
Filed 2026-11-05
Uptown Financial Advisors LLC
DECREASED
Shares99,475 from 100,179
Change-704 (-1%)
Value$7.6M (-$205.1K)
Filed 2026-10-15
Prudent Man Advisors, LLC
INCREASED
Shares97,581 from 90,473
Change+7,108 (+8%)
Value$7.5M (+$406.4K)
Filed 2026-11-03
Retiremitten Financial LLC
DECREASED
Shares97,558 from 103,693
Change-6,135 (-6%)
Value$7.5M (-$589.2K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares97,457 from 77,650
Change+19,807 (+26%)
Value$7.4M (+$1.4M)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares95,849 from 98,677
Change-2,828 (-3%)
Value$7.3M (-$365.1K)
Filed 2026-10-22
Culbertson A N & Co Inc
DECREASED
Shares94,206 from 97,226
Change-3,020 (-3%)
Value$7.2M (-$377.5K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares92,325 from 77,370
Change+14,955 (+19%)
Value$7.1M (+$1.0M)
Filed 2026-10-13
Bull Street Advisors, LLC
INCREASED
Shares91,219 from 91,041
Change+178 (+0%)
Value$7.0K (-$7.1M)
Filed 2026-10-20
Pacific Park Financial, Inc.
INCREASED
Shares90,940 from 85,169
Change+5,771 (+7%)
Value$6.9M (+$312.3K)
Filed 2026-10-13
Slow Capital, Inc.
DECREASED
Shares89,415 from 91,262
Change-1,847 (-2%)
Value$6.8M (-$278.9K)
Filed 2026-10-23
Foundation Wealth Management, Llc\pa
DECREASED
Shares88,242 from 95,085
Change-6,843 (-7%)
Value$6.7M (-$666.4K)
Filed 2026-10-14
Arcataur Capital Management LLC
INCREASED
Shares87,829 from 81,401
Change+6,428 (+8%)
Value$6.7M (+$368.2K)
Filed 2026-10-21
Integrity Investment Advisors, LLC
INCREASED
Shares87,083 from 82,811
Change+4,272 (+5%)
Value$6.7M (+$201.3K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares87,028 from 84,501
Change+2,527 (+3%)
Value$6.6M (+$65.5K)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares86,774 from 89,259
Change-2,485 (-3%)
Value$6.6M (-$324.6K)
Filed 2026-10-07
TFC Financial Management, Inc.
INCREASED
Shares86,565 from 85,616
Change+949 (+1%)
Value$6.6M (-$56.7K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
INCREASED
Shares86,196 from 84,558
Change+1,638 (+2%)
Value$6.6M (-$2.5K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares86,171 from 78,721
Change+7,450 (+9%)
Value$6.6M (+$464.1K)
Filed 2026-10-16
BancFirst Trust & Investment Management
INCREASED
Shares85,214 from 81,776
Change+3,438 (+4%)
Value$6.5M (+$127.6K)
Filed 2026-10-30
Diversified Portfolios, Inc.
DECREASED
Shares84,994 from 89,097
Change-4,103 (-5%)
Value$6.5M (-$448.0K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares82,369
Change+82,369
Value$6.3M
Filed 2026-10-21
BIP Wealth, LLC
INCREASED
Shares81,455 from 73,053
Change+8,402 (+12%)
Value$6.2M (+$531.6K)
Filed 2026-10-22
Bull Oak Capital, LLC
DECREASED
Shares81,148 from 81,647
Change-499 (-1%)
Value$6.2M (-$161.4K)
Filed 2026-10-23
Harbour Trust & Investment Management Co
INCREASED
Shares81,098 from 76,818
Change+4,280 (+6%)
Value$6.2M (+$211.0K)
Filed 2026-10-28
Phillip James Consulting Co.
INCREASED
Shares81,026 from 78,750
Change+2,276 (+3%)
Value$6.2M (+$55.0K)
Filed 2026-11-03
Neumann Capital Management, LLC
INCREASED
Shares79,759 from 60,699
Change+19,060 (+31%)
Value$6.1M (+$1.4M)
Filed 2026-10-15
Belleair Asset Management, LLC
INCREASED
Shares79,681 from 65,477
Change+14,204 (+22%)
Value$6.1M (+$986.4K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
INCREASED
Shares77,335 from 22,272
Change+55,063 (+247%)
Value$5.9M (+$4.2M)
Filed 2026-10-09
Retirement Wealth Solutions LLC
DECREASED
Shares77,099 from 77,578
Change-479 (-1%)
Value$5.9M (-$153.8K)
Filed 2026-10-07
Sunesis Advisors, LLC
INCREASED
Shares76,788 from 76,433
Change+355 (+0%)
Value$5.9M (-$88.3K)
Filed 2026-10-26
Prosperity Planning, Inc.
INCREASED
Shares76,648 from 70,006
Change+6,642 (+9%)
Value$5.9M (+$401.7K)
Filed 2026-10-09
Darrow Company, Inc.
INCREASED
Shares75,921 from 71,456
Change+4,465 (+6%)
Value$5.8M (+$233.2K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares75,548 from 34,395
Change+41,153 (+120%)
Value$5.8M (+$3.1M)
Filed 2026-11-05
Bluestem Financial Advisors, LLC
DECREASED
Shares75,318 from 80,452
Change-5,134 (-6%)
Value$5.8M (-$513.7K)
Filed 2026-10-20
Kanawha Capital Management LLC
INCREASED
Shares74,152 from 73,259
Change+893 (+1%)
Value$5.7M (-$42.4K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares73,119 from 70,406
Change+2,713 (+4%)
Value$5.6M (+$101.0K)
Filed 2026-10-26
Valpey Financial Services, LLC
INCREASED
Shares71,472 from 67,611
Change+3,861 (+6%)
Value$5.5M (+$192.9K)
Filed 2026-10-30
Cooke Wealth Management, LLC
INCREASED
Shares71,376 from 70,730
Change+646 (+1%)
Value$5.5M (-$57.4K)
Filed 2026-10-13
Sage Investment Advisers LLC
INCREASED
Shares70,925 from 66,468
Change+4,457 (+7%)
Value$5.4M (+$240.2K)
Filed 2026-10-21
Consilium Wealth Advisory, LLC
INCREASED
Shares70,460 from 68,912
Change+1,548 (+2%)
Value$5.4M (+$14.2K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares69,871 from 84,175
Change-14,304 (-17%)
Value$5.3M (-$1.2M)
Filed 2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED
Shares68,367 from 66,656
Change+1,711 (+3%)
Value$5.2M (+$30.2K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares67,557 from 634
Change+66,923 (+10556%)
Value$5.2M (+$5.1M)
Filed 2026-11-03
Alps Advisors Inc
INCREASED
Shares67,478 from 66,023
Change+1,455 (+2%)
Value$5.2M (+$11.5K)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares67,175 from 64,719
Change+2,456 (+4%)
Value$5.1M (+$92.7K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares66,795 from 64,839
Change+1,956 (+3%)
Value$5.1M (+$51.5K)
Filed 2026-10-20
Manuka Financial, LLC
INCREASED
Shares66,677 from 66,269
Change+408 (+1%)
Value$5.1M (-$68.9K)
Filed 2026-10-16
Sterling Financial Planning, Inc.
INCREASED
Shares66,170 from 61,799
Change+4,371 (+7%)
Value$5.1M (+$240.6K)
Filed 2026-10-28
Gladwyn Financial Advisors, Inc.
INCREASED
Shares65,820 from 64,405
Change+1,415 (+2%)
Value$5.0M (+$10.9K)
Filed 2026-10-05
VestGen Advisors, LLC
DECREASED
Shares65,680 from 70,867
Change-5,187 (-7%)
Value$5.0M (-$503.3K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares64,166 from 56,625
Change+7,541 (+13%)
Value$4.9M (+$490.7K)
Filed 2026-11-03
Somnio Financial Group, LLC
DECREASED
Shares62,452 from 64,153
Change-1,701 (-3%)
Value$4.8M (-$226.8K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares60,581 from 65,897
Change-5,316 (-8%)
Value$4.6M (-$505.6K)
Filed 2026-10-22
Ti-Trust, Inc
INCREASED
Shares60,441 from 58,155
Change+2,286 (+4%)
Value$4.6M (+$86.8K)
Filed 2026-10-21
Infinity Wealth Counsel, LLC
INCREASED
Shares60,129 from 57,238
Change+2,891 (+5%)
Value$4.6M (+$134.4K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
DECREASED
Shares59,537 from 61,378
Change-1,841 (-3%)
Value$4.5M (-$233.3K)
Filed 2026-10-13
United Financial Planning Group LLC
DECREASED
Shares59,442 from 62,065
Change-2,623 (-4%)
Value$4.6M (-$233.6K)
Filed 2026-11-04
Caldwell Trust Co
INCREASED
Shares59,016 from 51,045
Change+7,971 (+16%)
Value$4.5M (+$531.9K)
Filed 2026-10-30
Fonville Wealth Management LLC
INCREASED
Shares58,664 from 56,661
Change+2,003 (+4%)
Value$4.5M (+$67.4K)
Filed 2026-10-28
Colorado Capital Management, Inc.
INCREASED
Shares57,298 from 49,866
Change+7,432 (+15%)
Value$4.4K (+$493)
Filed 2026-10-15
Wealth Architects, LLC
INCREASED
Shares57,118 from 55,922
Change+1,196 (+2%)
Value$4.4M (+$6.9K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares56,945 from 53,639
Change+3,306 (+6%)
Value$4.4M (+$171.6K)
Filed 2026-10-27
Courage Miller Partners, LLC
INCREASED
Shares56,461 from 55,838
Change+623 (+1%)
Value$4.3M (-$36.7K)
Filed 2026-10-21
Evensky & Katz LLC
INCREASED
Shares54,785 from 49,579
Change+5,206 (+11%)
Value$4.2K (-$3.9M)
Filed 2026-10-27
Pearl Planning LLC
INCREASED
Shares54,745 from 46,281
Change+8,464 (+18%)
Value$4.2M (+$576.8K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares54,556 from 58,139
Change-3,583 (-6%)
Value$4.2M (-$361.6K)
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares53,859 from 59,924
Change-6,065 (-10%)
Value$4.1M (-$553.9K)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares52,536 from 51,117
Change+1,419 (+3%)
Value$4.0M (+$31.2K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
DECREASED
Shares51,951 from 53,234
Change-1,283 (-2%)
Value$4.0M (-$178.4K)
Filed 2026-10-28
Sterling Investment Management, LLC
INCREASED
Shares51,570 from 49,654
Change+1,916 (+4%)
Value$3.9M (+$71.4K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares51,108 from 49,156
Change+1,952 (+4%)
Value$3.9M (+$74.9K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares51,056 from 47,292
Change+3,764 (+8%)
Value$3.9M (+$216.2K)
Filed 2026-10-27
Towne Trust Company, N.a
INCREASED
Shares50,962 from 47,544
Change+3,418 (+7%)
Value$3.9M (+$189.3K)
Filed 2026-10-28
AGF Management LTD
INCREASED
Shares50,390 from 49,945
Change+445 (+1%)
Value$3.8M (-$41.4K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares50,098 from 49,631
Change+467 (+1%)
Value$3.8M (-$39.3K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED
Shares49,800 from 53,378
Change-3,578 (-7%)
Value$3.8M (-$354.0K)
Filed 2026-10-08
Foster Group, Inc.
INCREASED
Shares49,783 from 47,843
Change+1,940 (+4%)
Value$3.8M (+$76.0K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares49,691 from 45,113
Change+4,578 (+10%)
Value$3.8M (+$281.6K)
Filed 2026-10-14
Spire Wealth Management
INCREASED
Shares49,545 from 33,012
Change+16,533 (+50%)
Value$3.8M (+$1.2M)
Filed 2026-10-30
HT Partners LLC
INCREASED
Shares49,468 from 49,103
Change+365 (+1%)
Value$3.8M (-$46.3K)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares49,018 from 49,568
Change-550 (-1%)
Value$3.7M (-$116.9K)
Filed 2026-10-05
Arbor Wealth Advisors LLC
INCREASED
Shares48,972 from 46,403
Change+2,569 (+6%)
Value$3.7M (+$126.2K)
Filed 2026-10-09
Tctc Holdings, LLC
UNCHANGED
Shares47,755 from 47,755
Change0 (0%)
Value$3.6M (-$72.1K)
Filed 2026-11-02
BLB&B Advisors, LLC
DECREASED
Shares47,718 from 47,877
Change-159 (0%)
Value$3.6M (-$84.4K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED
Shares46,813 from 47,537
Change-724 (-2%)
Value$3.6M (-$132.4K)
Filed 2026-10-13
Traveka Wealth, LLC
INCREASED
Shares46,749 from 42,413
Change+4,336 (+10%)
Value$3.6M (+$267.2K)
Filed 2026-10-19
Patten Group, Inc.
INCREASED
Shares46,303 from 45,024
Change+1,279 (+3%)
Value$3.5M (+$29.7K)
Filed 2026-10-26
Bokf, NA
INCREASED
Shares46,108 from 20,571
Change+25,537 (+124%)
Value$3.5M (+$1.9M)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
DECREASED
Shares45,995 from 46,687
Change-692 (-1%)
Value$3.5M (-$123.4K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares45,849 from 41,386
Change+4,463 (+11%)
Value$3.5M (+$278.5K)
Filed 2026-10-14
Sellwood Investment Partners LLC
INCREASED
Shares45,580 from 45,402
Change+178 (+0%)
Value$3.5M (-$55.0K)
Filed 2026-11-03
Ackerman Capital Advisors, LLC
DECREASED
Shares45,293 from 46,750
Change-1,457 (-3%)
Value$3.5M (-$181.9K)
Filed 2026-10-30
Red Mountain Financial, LLC
INCREASED
Shares45,160 from 44,872
Change+288 (+1%)
Value$3.5M (-$45.7K)
Filed 2026-11-03
Naples Global Advisors, LLC
INCREASED
Shares44,437 from 35,289
Change+9,148 (+26%)
Value$3.4M (+$645.7K)
Filed 2026-11-05
Welch & Forbes LLC
DECREASED
Shares44,252 from 49,210
Change-4,958 (-10%)
Value$3.4M (-$453.1K)
Filed 2026-11-04
Aletheian Wealth Advisors LLC
INCREASED
Shares43,849 from 39,118
Change+4,731 (+12%)
Value$3.4M (+$302.4K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares43,795 from 43,673
Change+122 (+0%)
Value$3.3M (-$56.7K)
Filed 2026-10-23
Moller Wealth Partners
DECREASED
Shares43,762 from 45,604
Change-1,842 (-4%)
Value$3.3M (-$209.5K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares43,549 from 41,370
Change+2,179 (+5%)
Value$3.3M (+$103.9K)
Filed 2026-11-04
Compass Wealth Management LLC
INCREASED
Shares42,950 from 38,720
Change+4,230 (+11%)
Value$3.3M (+$264.7K)
Filed 2026-10-22
First Hawaiian Bank
INCREASED
Shares42,935 from 41,621
Change+1,314 (+3%)
Value$3.3M (+$37.5K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares42,892 from 43,031
Change-139 (0%)
Value$3.3M (-$75.6K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares42,436 from 44,352
Change-1,916 (-4%)
Value$3.2M (-$212.7K)
Filed 2026-11-05
Ridgewood Investments LLC
DECREASED
Shares42,395 from 59,535
Change-17,140 (-29%)
Value$3.2M (-$1.4M)
Filed 2026-10-05
DBK Financial Counsel, LLC
INCREASED
Shares41,931 from 41,796
Change+135 (+0%)
Value$3.2M (-$52.8K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED
Shares41,902 from 20,475
Change+21,427 (+105%)
Value$3.2M (+$1.6M)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares41,514 from 19,974
Change+21,540 (+108%)
Value$3.2M (+$1.6M)
Filed 2026-10-27
Connecticut Wealth Management, LLC
DECREASED
Shares41,096 from 46,542
Change-5,446 (-12%)
Value$3.1M (-$486.3K)
Filed 2026-10-13
Leeward Financial Partners, LLC
DECREASED
Shares40,865 from 41,220
Change-355 (-1%)
Value$3.1M (-$89.4K)
Filed 2026-10-23
Allodium Investment Consultants, LLC
INCREASED
Shares40,814 from 37,413
Change+3,401 (+9%)
Value$3.1M (+$203.4K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares40,738 from 35,257
Change+5,481 (+16%)
Value$3.1M (+$365.5K)
Filed 2026-10-08
Central Pacific Bank - Trust Division
INCREASED
Shares40,596 from 37,851
Change+2,745 (+7%)
Value$3.1M (+$152.6K)
Filed 2026-10-06
Glass Jacobson Investment Advisors llc
INCREASED
Shares40,063 from 18,396
Change+21,667 (+118%)
Value$3.1M (+$1.6M)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares40,007 from 35,111
Change+4,896 (+14%)
Value$3.1M (+$321.0K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
INCREASED
Shares37,917 from 35,713
Change+2,204 (+6%)
Value$2.9M (+$114.5K)
Filed 2026-10-15
Jacobsen Capital Management
INCREASED
Shares37,740 from 36,570
Change+1,170 (+3%)
Value$2.9M (+$34.2K)
Filed 2026-10-27
FC Advisory LLC
INCREASED
Shares37,495 from 37,385
Change+110 (+0%)
Value$2.9M (-$48.0K)
Filed 2026-10-05
Websterrogers Financial Advisors, LLC
INCREASED
Shares37,463 from 35,916
Change+1,547 (+4%)
Value$2.9M (+$64.0K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares37,393 from 39,940
Change-2,547 (-6%)
Value$2.9M (-$250.1K)
Filed 2026-10-13
Woodside Wealth Management LLC
INCREASED
Shares36,843 from 35,639
Change+1,204 (+3%)
Value$2.8M (+$38.2K)
Filed 2026-10-16
Acropolis Investment Management, LLC
DECREASED
Shares36,283 from 36,330
Change-47 (0%)
Value$2.8M (-$58.5K)
Filed 2026-10-08
MCF Advisors LLC
DECREASED
Shares35,753 from 36,379
Change-626 (-2%)
Value$2.7M (-$102.8K)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
DECREASED
Shares34,665 from 35,461
Change-796 (-2%)
Value$2.6M (-$114.4K)
Filed 2026-10-23
Aspirean Wealth, LLC
DECREASED
Shares34,554 from 37,689
Change-3,135 (-8%)
Value$2.6M (-$296.4K)
Filed 2026-11-03
Opus Financial Solutions LLC
DECREASED
Shares33,385 from 36,324
Change-2,939 (-8%)
Value$2.6M (-$279.4K)
Filed 2026-11-06
Brighton Securities Corp.
INCREASED
Shares33,155 from 31,691
Change+1,464 (+5%)
Value$2.5M (+$64.0K)
Filed 2026-10-08
Good Steward Wealth Advisors,LLC
INCREASED
Shares32,889 from 30,583
Change+2,306 (+8%)
Value$2.5M (+$130.0K)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares32,870 from 47,016
Change-14,146 (-30%)
Value$2.5M (-$1.2M)
Filed 2026-10-23
Fidelis iM, LLC
DECREASED
Shares32,828 from 33,432
Change-604 (-2%)
Value$2.5M (-$96.6K)
Filed 2026-10-16
Columbia Asset Management
INCREASED
Shares32,756 from 32,731
Change+25 (+0%)
Value$2.5M (-$47.5K)
Filed 2026-10-19
Avion Wealth
DECREASED
Shares32,724 from 32,891
Change-167 (-1%)
Value$2.5K (-$2.6M)
Filed 2026-11-04
Level Wealth Management LLC
DECREASED
Shares32,530 from 34,088
Change-1,558 (-5%)
Value$2.5M (-$170.5K)
Filed 2026-10-23
Eclectic Associates Inc
INCREASED
Shares32,122 from 29,584
Change+2,538 (+9%)
Value$2.5M (+$149.2K)
Filed 2026-10-09
Old Port Advisors
DECREASED
Shares31,971 from 32,144
Change-173 (-1%)
Value$2.4M (-$61.8K)
Filed 2026-10-23
Absolute Capital Management, LLC
INCREASED
Shares31,532 from 28,118
Change+3,414 (+12%)
Value$2.4M (+$218.4K)
Filed 2026-10-16
Evergreen Wealth Management, LLC
INCREASED
Shares31,378 from 28,421
Change+2,957 (+10%)
Value$2.4M (+$183.0K)
Filed 2026-11-06
Everett Harris & Co
UNCHANGED
Shares31,254 from 31,254
Change0 (0%)
Value$2.4M (-$47.2K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares31,031 from 33,240
Change-2,209 (-7%)
Value$2.4M (-$219.0K)
Filed 2026-10-16
PW Nova Financial Services LLC
INCREASED
Shares31,017 from 27,347
Change+3,670 (+13%)
Value$2.4M (+$239.1K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares30,580 from 30,818
Change-238 (-1%)
Value$2.3M (-$64.7K)
Filed 2026-10-13
Aerodigm Wealth, LLC
INCREASED
Shares30,449 from 21,195
Change+9,254 (+44%)
Value$2.3M (+$675.0K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares30,414 from 29,494
Change+920 (+3%)
Value$2.3M (+$25.7K)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares30,248 from 16,489
Change+13,759 (+83%)
Value$2.3M (+$1.0M)
Filed 2026-11-05
Certior Financial Group, LLC
INCREASED
Shares30,236 from 30,185
Change+51 (+0%)
Value$2.3M (-$41.7K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares30,125 from 29,587
Change+538 (+2%)
Value$2.3K (-$3)
Filed 2026-10-27
MMA Asset Management LLC
UNCHANGED
Shares29,844 from 29,844
Change0 (0%)
Value$2.3M (-$45.1K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares29,742 from 27,140
Change+2,602 (+10%)
Value$2.3M (+$157.8K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares29,695 from 28,903
Change+792 (+3%)
Value$2.3M (+$43.2K)
Filed 2026-10-27
Paladin Partners, LLC
INCREASED
Shares29,603 from 27,797
Change+1,806 (+7%)
Value$2.3M (+$96.0K)
Filed 2026-10-06
Compass Ion Advisors, LLC
INCREASED
Shares29,432 from 13,503
Change+15,929 (+118%)
Value$2.2M (+$1.2M)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares29,408 from 29,078
Change+330 (+1%)
Value$2.2M (-$18.7K)
Filed 2026-10-28
GreatBanc Trust Co
INCREASED
Shares29,157 from 28,782
Change+375 (+1%)
Value$2.2M (-$14.8K)
Filed 2026-11-04
AUA Capital Management, LLC
DECREASED
Shares28,971 from 32,079
Change-3,108 (-10%)
Value$2.2M (-$285.9K)
Filed 2026-10-15
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares28,615 from 29,078
Change-463 (-2%)
Value$2.2M (-$79.3K)
Filed 2026-10-27
Marathon Wealth Advisors LLC
INCREASED
Shares28,578 from 27,218
Change+1,360 (+5%)
Value$2.2M (+$62.8K)
Filed 2026-11-04
Family Wealth Partners, LLC
DECREASED
Shares28,511 from 29,607
Change-1,096 (-4%)
Value$2.2M (-$128.4K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares28,292 from 23,300
Change+4,992 (+21%)
Value$2.2M (+$346.2K)
Filed 2026-11-06
Bfsg, LLC
DECREASED
Shares28,169 from 29,159
Change-990 (-3%)
Value$2.2M (-$119.7K)
Filed 2026-10-30
Robinswood Financial LLC
DECREASED
Shares28,017 from 37,336
Change-9,319 (-25%)
Value$2.1M (-$764.8K)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares27,791 from 28,981
Change-1,190 (-4%)
Value$2.1M (-$134.6K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED
Shares27,606 from 27,606
Change0 (0%)
Value$2.1M (-$41.7K)
Filed 2026-10-16
Thompson Investment Management, Inc.
DECREASED
Shares27,586 from 27,588
Change-2 (0%)
Value$2.1M (-$41.9K)
Filed 2026-10-14
Old National Bancorp
INCREASED
Shares27,452 from 27,296
Change+156 (+1%)
Value$2.1M (-$29.3K)
Filed 2026-10-20
First Interstate Bank
INCREASED
Shares27,157 from 26,743
Change+414 (+2%)
Value$2.1M (-$8.8K)
Filed 2026-10-23
HMV Wealth Advisors, LLC
DECREASED
Shares27,122 from 27,152
Change-30 (0%)
Value$2.1M (-$43.3K)
Filed 2026-10-27
Massachusetts Wealth Management
DECREASED
Shares26,886 from 27,442
Change-556 (-2%)
Value$2.1M (-$83.9K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares26,634 from 23,702
Change+2,932 (+12%)
Value$2.0M (+$188.2K)
Filed 2026-10-26
Bryant Woods Investment Advisors, LLC
NEW
Shares26,631
Change+26,631
Value$2.0M
Filed 2026-10-26
Crestwood Advisors Group, LLC
DECREASED
Shares26,385 from 27,937
Change-1,552 (-6%)
Value$2.0M (-$161.1K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares25,620 from 25,428
Change+192 (+1%)
Value$2.0M (-$23.8K)
Filed 2026-10-08
Summit Wealth Group LLC / Co
DECREASED
Shares25,447 from 27,192
Change-1,745 (-6%)
Value$1.9M (-$174.4K)
Filed 2026-10-29
Provident Wealth Management, LLC
DECREASED
Shares25,416 from 27,260
Change-1,844 (-7%)
Value$1.9M (-$182.0K)
Filed 2026-10-20
Greenbush Financial Group, LLC
INCREASED
Shares25,352 from 25,325
Change+27 (+0%)
Value$1.9M (-$36.2K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
DECREASED
Shares25,249 from 25,494
Change-245 (-1%)
Value$1.9M (-$57.2K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
DECREASED
Shares25,046 from 25,348
Change-302 (-1%)
Value$1.9M (-$61.3K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.9M (-$37.8K)
Filed 2026-10-26
Legacy Advisors, LLC
INCREASED
Shares24,790 from 10,648
Change+14,142 (+133%)
Value$1.9M (+$1.1M)
Filed 2026-10-19
Everhart Financial Group, Inc.
DECREASED
Shares24,541 from 25,891
Change-1,350 (-5%)
Value$1.9M (-$142.3K)
Filed 2026-10-08
Joel Isaacson & Co., LLC
DECREASED
Shares24,450 from 24,614
Change-164 (-1%)
Value$1.9M (-$49.7K)
Filed 2026-11-05
Hickory Point Bank & Trust
INCREASED
Shares24,415 from 22,515
Change+1,900 (+8%)
Value$1.9M (+$111.2K)
Filed 2026-10-01
SC&H Financial Advisors, Inc.
INCREASED
Shares24,238 from 24,109
Change+129 (+1%)
Value$1.9M (-$26.5K)
Filed 2026-10-14
Bdfs Capital LLC
INCREASED
Shares23,985 from 20,846
Change+3,139 (+15%)
Value$1.8M (+$208.3K)
Filed 2026-10-14
Family Legacy, Inc.
INCREASED
Shares23,860 from 23,722
Change+138 (+1%)
Value$1.8M (-$25.3K)
Filed 2026-10-13
Valley Wealth Managers, Inc.
DECREASED
Shares23,780 from 47,336
Change-23,556 (-50%)
Value$1.8M (-$1.9M)
Filed 2026-10-09
Fiduciary Advisors, Inc.
DECREASED
Shares23,780 from 23,902
Change-122 (-1%)
Value$1.8M (-$45.4K)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares23,630 from 27,260
Change-3,630 (-13%)
Value$1.8M (-$318.5K)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares23,609 from 23,599
Change+10 (+0%)
Value$1.8K (-$1.8M)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares23,583 from 13,361
Change+10,222 (+77%)
Value$1.8M (+$760.9K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares23,436 from 22,298
Change+1,138 (+5%)
Value$1.8M (+$53.3K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares23,413 from 19,762
Change+3,651 (+18%)
Value$1.8M (+$249.1K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares23,329 from 76,518
Change-53,189 (-70%)
Value$1.8M (-$4.2M)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
INCREASED
Shares23,038 from 20,867
Change+2,171 (+10%)
Value$1.8M (+$134.4K)
Filed 2026-10-28
Powerhouse Assets LLC
INCREASED
Shares22,871 from 20,500
Change+2,371 (+12%)
Value$1.7M (+$150.3K)
Filed 2026-10-19
Riverbend Wealth Management, LLC
INCREASED
Shares22,630 from 17,835
Change+4,795 (+27%)
Value$1.7M (+$339.3K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
DECREASED
Shares22,571 from 26,304
Change-3,733 (-14%)
Value$1.6M (-$412.9K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares22,402 from 22,360
Change+42 (+0%)
Value$1.7M (-$30.6K)
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares22,330 from 22,395
Change-65 (0%)
Value$1.7M (-$38.8K)
Filed 2026-11-05
Allen Investment Management, LLC
DECREASED
Shares21,353 from 21,625
Change-272 (-1%)
Value$1.6M (-$53.4K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares21,352 from 16,667
Change+4,685 (+28%)
Value$1.6M (+$332.8K)
Filed 2026-10-23
Aries Wealth Management
INCREASED
Shares21,220 from 21,168
Change+52 (+0%)
Value$1.6M (-$28.0K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares21,177 from 21,889
Change-712 (-3%)
Value$1.6M (-$87.4K)
Filed 2026-11-05
Madrid Wealth Management, LLC
DECREASED
Shares20,994 from 24,962
Change-3,968 (-16%)
Value$1.6M (-$340.8K)
Filed 2026-10-23
UMB Bank, n.a.
INCREASED
Shares20,913 from 20,063
Change+850 (+4%)
Value$1.6M (+$34.6K)
Filed 2026-11-06
Randall & Associates Wealth Management
NEW
Shares20,861
Change+20,861
Value$1.6M
Filed 2026-10-20
Endeavor Private Wealth, Inc.
DECREASED
Shares20,659 from 22,970
Change-2,311 (-10%)
Value$1.6M (-$211.3K)
Filed 2026-11-05
First American Bank
INCREASED
Shares20,545 from 7,587
Change+12,958 (+171%)
Value$1.6M (+$978.5K)
Filed 2026-10-27
Indivisible Partners
NEW
Shares20,535
Change+20,535
Value$1.6M
Filed 2026-10-26
Sagace Wealth Management LLC
INCREASED
Shares20,371 from 19,479
Change+892 (+5%)
Value$1.6M (+$38.7K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares20,222
Change+20,222
Value$1.6K
Filed 2026-11-03
Legacy Solutions, LLC
INCREASED
Shares20,079 from 18,053
Change+2,026 (+11%)
Value$1.5M (+$127.5K)
Filed 2026-10-07
Security Financial Services, Inc.
DECREASED
Shares19,410 from 19,509
Change-99 (-1%)
Value$1.5M (-$37.0K)
Filed 2026-10-29
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares19,352 from 19,468
Change-116 (-1%)
Value$1.5M (-$38.3K)
Filed 2026-11-04
Howard Financial Services, Ltd.
INCREASED
Shares19,228 from 16,096
Change+3,132 (+19%)
Value$1.5M (+$215.0K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
INCREASED
Shares18,848 from 17,781
Change+1,067 (+6%)
Value$1.4M (+$54.7K)
Filed 2026-10-23
Selective Wealth Management, Inc.
DECREASED
Shares18,544 from 18,851
Change-307 (-2%)
Value$1.4M (-$44.8K)
Filed 2026-10-16
Kondo Wealth Advisors, Inc.
INCREASED
Shares18,535 from 18,370
Change+165 (+1%)
Value$1.4M (-$15.2K)
Filed 2026-10-19
Navigate Wealth Management, LLC
INCREASED
Shares18,494 from 13,827
Change+4,667 (+34%)
Value$1.4M (+$338.4K)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares18,372 from 18,223
Change+149 (+1%)
Value$1.4M (-$16.1K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares18,239 from 21,276
Change-3,037 (-14%)
Value$1.4M (-$264.2K)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares18,135 from 15,148
Change+2,987 (+20%)
Value$1.4M (+$205.3K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares18,128 from 13,417
Change+4,711 (+35%)
Value$1.4M (+$339.7K)
Filed 2026-10-26
Rockwood Wealth Management, LLC
INCREASED
Shares18,056 from 17,960
Change+96 (+1%)
Value$1.4M (-$19.8K)
Filed 2026-10-27
Guidance Capital, Inc
INCREASED
Shares17,930 from 17,036
Change+894 (+5%)
Value$1.4M (+$53.4K)
Filed 2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED
Shares17,772 from 17,772
Change0 (0%)
Value$1.4K (-$27)
Filed 2026-10-13
Waller Financial Planning Group, Inc
DECREASED
Shares17,645 from 17,808
Change-163 (-1%)
Value$1.3M (-$39.3K)
Filed 2026-10-07
Bison Wealth, LLC
DECREASED
Shares17,548 from 17,618
Change-70 (0%)
Value$1.3M (-$29.7K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares17,354 from 20,433
Change-3,079 (-15%)
Value$1.3M (-$266.1K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
DECREASED
Shares16,985 from 18,673
Change-1,688 (-9%)
Value$1.3M (-$157.1K)
Filed 2026-10-01
Ashton Thomas Securities, LLC
DECREASED
Shares16,910 from 19,307
Change-2,397 (-12%)
Value$1.3M (-$213.0K)
Filed 2026-10-26
Womack Financial LLC
INCREASED
Shares16,891 from 14,865
Change+2,026 (+14%)
Value$1.3M (+$132.3K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares16,689 from 17,296
Change-607 (-4%)
Value$1.3M (-$72.5K)
Filed 2026-10-05
NBT Bank, N.A.
DECREASED
Shares16,596 from 17,021
Change-425 (-2%)
Value$1.3M (-$58.2K)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares16,565 from 3,631
Change+12,934 (+356%)
Value$1.3M (+$982.7K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares16,095 from 16,342
Change-247 (-2%)
Value$1.2M (-$43.5K)
Filed 2026-11-05
Juncture Wealth Strategies, LLC
DECREASED
Shares15,971 from 16,603
Change-632 (-4%)
Value$1.2M (-$73.4K)
Filed 2026-10-06
Cacti Asset Management LLC
DECREASED
Shares15,803 from 110,293
Change-94,490 (-86%)
Value$1.2M (-$7.4M)
Filed 2026-10-01
Smithbridge Asset Management Inc
UNCHANGED
Shares15,550 from 15,550
Change0 (0%)
Value$1.2M (-$23.5K)
Filed 2026-10-19
Cumberland Advisors Inc
INCREASED
Shares15,315 from 14,780
Change+535 (+4%)
Value$1.2M (+$18.6K)
Filed 2026-10-30
Syntegra Private Wealth Group, LLC
INCREASED
Shares15,283 from 14,735
Change+548 (+4%)
Value$1.2M (+$19.6K)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares15,056 from 10,627
Change+4,429 (+42%)
Value$1.2M (+$322.4K)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED
Shares15,027 from 14,055
Change+972 (+7%)
Value$1.1M (+$53.0K)
Filed 2026-10-13
Sloy Dahl & Holst, LLC
INCREASED
Shares14,872 from 14,816
Change+56 (+0%)
Value$1.1M (-$18.1K)
Filed 2026-10-14
Mengis Capital Management, Inc.
DECREASED
Shares14,870 from 26,592
Change-11,722 (-44%)
Value$1.1M (-$935.7K)
Filed 2026-10-13
Fortis Group Advisors, LLC
NEW
Shares14,765
Change+14,765
Value$1.1M
Filed 2026-11-06
CWA Asset Management Group, LLC
DECREASED
Shares14,402 from 14,655
Change-253 (-2%)
Value$1.1M (-$41.5K)
Filed 2026-10-19
Hall Laurie J Trustee
UNCHANGED
Shares14,267 from 14,267
Change0 (0%)
Value$1.1M (-$21.5K)
Filed 2026-10-06
Zeit Capital LLC
DECREASED
Shares14,264 from 139,747
Change-125,483 (-90%)
Value$10.7M (-$171.6K)
Filed 2026-10-19
LongView Wealth Management
DECREASED
Shares14,181 from 15,166
Change-985 (-6%)
Value$1.1M (-$98.2K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares14,142 from 10,962
Change+3,180 (+29%)
Value$1.1M (+$226.3K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares14,084 from 8,371
Change+5,713 (+68%)
Value$1.1M (+$423.9K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares14,049 from 13,755
Change+294 (+2%)
Value$1.1M (+$4.3K)
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares13,816 from 25,550
Change-11,734 (-46%)
Value$1.1M (-$935.1K)
Filed 2026-11-05
Transcendent Capital Group LLC
DECREASED
Shares13,759 from 13,946
Change-187 (-1%)
Value$1.1M (-$35.4K)
Filed 2026-10-28
Shuttleworth & Co
INCREASED
Shares13,610 from 13,037
Change+573 (+4%)
Value$1.0M (+$24.1K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares13,539 from 13,863
Change-324 (-2%)
Value$1.0M (-$45.6K)
Filed 2026-11-04
Blueprint Financial Advisors LLC
NEW
Shares13,531
Change+13,531
Value$1.0M
Filed 2026-10-28
Amicus Financial Advisors, LLC
INCREASED
Shares13,430 from 13,337
Change+93 (+1%)
Value$1.0M (-$13.0K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares13,318 from 7,277
Change+6,041 (+83%)
Value$1.0M (+$450.5K)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares13,086 from 13,606
Change-520 (-4%)
Value$999.8K (-$60.3K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
NEW
Shares12,969
Change+12,969
Value$990.8K
Filed 2026-10-07
Trust Co of Vermont
DECREASED
Shares12,886 from 13,126
Change-240 (-2%)
Value$984.5K (-$38.2K)
Filed 2026-10-21
Lynx Investment Advisory
INCREASED
Shares12,805 from 12,653
Change+152 (+1%)
Value$978.3K (-$7.5K)
Filed 2026-10-27
Schwartz Investment Counsel Inc
DECREASED
Shares12,750 from 13,750
Change-1,000 (-7%)
Value$974.1K (-$97.2K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares12,350 from 13,668
Change-1,318 (-10%)
Value$943.5K (-$121.3K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares12,154 from 13,052
Change-898 (-7%)
Value$928.6K (-$88.3K)
Filed 2026-10-05
Acorn Wealth Advisors, LLC
INCREASED
Shares12,060 from 11,939
Change+121 (+1%)
Value$921.4K (-$8.8K)
Filed 2026-10-19
Chapin Davis, Inc.
DECREASED
Shares12,036 from 12,524
Change-488 (-4%)
Value$919.6K (-$56.1K)
Filed 2026-10-09
Aspiriant, LLC
INCREASED
Shares12,019 from 3,714
Change+8,305 (+224%)
Value$918.3K (+$628.9K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares11,859 from 12,193
Change-334 (-3%)
Value$906.0K (-$43.9K)
Filed 2026-10-14
Andrews, Lucia Wealth Management LLC
INCREASED
Shares11,558 from 10,001
Change+1,557 (+16%)
Value$883.0K (+$103.9K)
Filed 2026-11-02
RCS Financial Planning, LLC
DECREASED
Shares11,553 from 18,496
Change-6,943 (-38%)
Value$882.7K (-$558.3K)
Filed 2026-10-14
Unison Advisors LLC
DECREASED
Shares11,553 from 11,868
Change-315 (-3%)
Value$882.7K (-$42.0K)
Filed 2026-10-29
Calamos Wealth Management LLC
INCREASED
Shares11,361 from 10,333
Change+1,028 (+10%)
Value$868.0K (+$62.9K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares11,309 from 12,961
Change-1,652 (-13%)
Value$864.0K (-$145.8K)
Filed 2026-10-28
Oak Grove Capital LLC
UNCHANGED
Shares11,290 from 11,290
Change0 (0%)
Value$862.6K (-$17.0K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
INCREASED
Shares11,147 from 5,216
Change+5,931 (+114%)
Value$851.6K (+$445.2K)
Filed 2026-10-26
MBL Wealth, LLC
DECREASED
Shares11,050 from 11,105
Change-55 (0%)
Value$844.2K (-$21.0K)
Filed 2026-10-22
TrustWell Financial Advisors, LLC
INCREASED
Shares11,030 from 10,957
Change+73 (+1%)
Value$842.7K (-$11.0K)
Filed 2026-10-15
Opus Capital Group, LLC
DECREASED
Shares10,975 from 11,095
Change-120 (-1%)
Value$838 (-$863.2K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares10,954 from 7,577
Change+3,377 (+45%)
Value$836.9K (+$246.5K)
Filed 2026-10-23
Texas Bank & Trust Co
UNCHANGED
Shares10,940 from 10,940
Change0 (0%)
Value$835.8K (-$16.5K)
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares10,935 from 11,121
Change-186 (-2%)
Value$835.4K (-$31.0K)
Filed 2026-10-07
Reap Financial Group, LLC
INCREASED
Shares10,879 from 10,000
Change+879 (+9%)
Value$831.1K (+$52.0K)
Filed 2026-11-02
Clearstead Advisors, LLC
INCREASED
Shares10,873 from 9,643
Change+1,230 (+13%)
Value$830.7K (+$79.4K)
Filed 2026-11-06
PUREfi Wealth, LLC
NEW
Shares10,844
Change+10,844
Value$828.5K
Filed 2026-10-19
Center For Asset Management LLC
DECREASED
Shares10,768 from 11,078
Change-310 (-3%)
Value$822.7K (-$40.4K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares10,757 from 6,371
Change+4,386 (+69%)
Value$821.9K (+$325.5K)
Filed 2026-11-04
Equity Investment Corp
INCREASED
Shares10,653 from 10,545
Change+108 (+1%)
Value$813.9K (-$7.7K)
Filed 2026-11-04
RED Cedar Investment Management, LLC
UNCHANGED
Shares10,560 from 10,560
Change0 (0%)
Value$806.8K (-$15.9K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
UNCHANGED
Shares10,457 from 10,457
Change0 (0%)
Value$798.9K (-$15.8K)
Filed 2026-11-02
Alhambra Investment Management LLC
INCREASED
Shares10,454 from 10,067
Change+387 (+4%)
Value$798.7K (+$14.4K)
Filed 2026-10-15
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares10,440 from 10,440
Change0 (0%)
Value$797.6K (-$15.8K)
Filed 2026-10-22
Emergent Wealth Advisors, LLC
INCREASED
Shares10,239 from 10,224
Change+15 (+0%)
Value$782.2K (-$14.3K)
Filed 2026-10-09
Global Financial Private Client, LLC
DECREASED
Shares10,195 from 15,219
Change-5,024 (-33%)
Value$778.9K (-$406.8K)
Filed 2026-10-15
Gridiron Partners, LLC
UNCHANGED
Shares10,041 from 10,041
Change0 (0%)
Value$767.1K (-$12.6K)
Filed 2026-10-08
HBE Wealth Management, LLC
DECREASED
Shares10,013 from 10,127
Change-114 (-1%)
Value$765.0K (-$24.0K)
Filed 2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares9,981 from 9,892
Change+89 (+1%)
Value$762.5K (-$8.1K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$754.5K (-$14.9K)
Filed 2026-10-13
Cornerstone Planning Group LLC
DECREASED
Shares9,808 from 9,831
Change-23 (0%)
Value$749.1K (-$12.5K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED
Shares9,761 from 9,831
Change-70 (-1%)
Value$745.7K (-$20.2K)
Filed 2026-11-03
Ballast Financial Advisors LLC
INCREASED
Shares9,721 from 9,286
Change+435 (+5%)
Value$742.7K (+$19.2K)
Filed 2026-10-26
First Premier Bank
INCREASED
Shares9,709 from 9,237
Change+472 (+5%)
Value$742 (+$22)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares9,666 from 9,906
Change-240 (-2%)
Value$738.5K (-$33.3K)
Filed 2026-11-02
Planning Strategies Inc.
DECREASED
Shares9,574 from 10,139
Change-565 (-6%)
Value$731.5K (-$58.5K)
Filed 2026-10-02
Lighthouse Wealth Management Inc.
DECREASED
Shares9,462 from 10,582
Change-1,120 (-11%)
Value$722.9K (-$101.5K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares9,415 from 18,830
Change-9,415 (-50%)
Value$719.3K (-$748.8K)
Filed 2026-10-15
Able Financial Group, LLC
UNCHANGED
Shares9,357 from 9,357
Change0 (0%)
Value$714.9K (-$14.1K)
Filed 2026-10-14
Powers Advisory Group, LLC
DECREASED
Shares9,329 from 11,114
Change-1,785 (-16%)
Value$712.8K (-$153.1K)
Filed 2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED
Shares9,245 from 9,245
Change0 (0%)
Value$706.3K (-$14.0K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares9,129 from 9,129
Change0 (0%)
Value$697.5K (-$13.8K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares9,097 from 10,982
Change-1,885 (-17%)
Value$695.0K (-$160.6K)
Filed 2026-10-21
Atlatl Advisers LLC
DECREASED
Shares9,078 from 9,328
Change-250 (-3%)
Value$693.6K (-$33.2K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
DECREASED
Shares9,055 from 12,145
Change-3,090 (-25%)
Value$691.9K (-$254.3K)
Filed 2026-10-27
Van Cleef Asset Management,Inc
INCREASED
Shares9,041 from 8,848
Change+193 (+2%)
Value$690.7K (+$1.4K)
Filed 2026-10-20
Security National Bank
UNCHANGED
Shares9,030 from 9,030
Change0 (0%)
Value$689.9K (-$13.6K)
Filed 2026-10-26
Davidson Trust Co
DECREASED
Shares9,023 from 9,044
Change-21 (0%)
Value$689.3K (-$15.3K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares8,990 from 8,923
Change+67 (+1%)
Value$686.8K (-$8.4K)
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares8,984 from 6,220
Change+2,764 (+44%)
Value$686.4K (+$201.8K)
Filed 2026-10-22
Washington Trust Bank
DECREASED
Shares8,930 from 13,418
Change-4,488 (-33%)
Value$682.3K (-$363.1K)
Filed 2026-11-03
Matisse Capital
UNCHANGED
Shares8,823 from 8,823
Change0 (0%)
Value$674.1K (-$13.3K)
Filed 2026-10-29
International Private Wealth Advisors LLC
DECREASED
Shares8,787 from 8,823
Change-36 (0%)
Value$671.3K (-$16.1K)
Filed 2026-11-05
Kelly Financial Services LLC
DECREASED
Shares8,746 from 9,297
Change-551 (-6%)
Value$668.2K (-$56.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares8,485 from 8,146
Change+339 (+4%)
Value$649.6K (+$18.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares8,485 from 8,146
Change+339 (+4%)
Value$649.6K (+$18.3K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares8,325 from 4,979
Change+3,346 (+67%)
Value$636.0K (+$248.2K)
Filed 2026-10-21
Donalies Financial Planning, LLC
INCREASED
Shares8,323 from 8,172
Change+151 (+2%)
Value$635.8K (-$874)
Filed 2026-10-19
Archford Capital Strategies, LLC
INCREASED
Shares8,314 from 3,418
Change+4,896 (+143%)
Value$635.2K (+$368.9K)
Filed 2026-10-19
Essex LLC
NEW
Shares8,257
Change+8,257
Value$630.8K
Filed 2026-10-14
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares8,173 from 81,665
Change-73,492 (-90%)
Value$624.4K (-$5.7M)
Filed 2026-10-19
McClarren Financial Advisors, Inc.
INCREASED
Shares8,172 from 8,089
Change+83 (+1%)
Value$624.4K (-$5.8K)
Filed 2026-10-15
Barrett & Company, Inc.
DECREASED
Shares8,103 from 9,310
Change-1,207 (-13%)
Value$619.1K (-$106.3K)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
DECREASED
Shares8,089 from 8,153
Change-64 (-1%)
Value$618.0K (-$17.2K)
Filed 2026-10-16
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares8,045 from 7,145
Change+900 (+13%)
Value$614.6K (+$58.0K)
Filed 2026-10-13
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares7,932 from 7,932
Change0 (0%)
Value$606.0K (-$12.0K)
Filed 2026-10-19
Brookmont Capital Management
INCREASED
Shares7,876 from 7,108
Change+768 (+11%)
Value$601.7K (+$47.9K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares7,815 from 8,454
Change-639 (-8%)
Value$597.1K (-$61.6K)
Filed 2026-10-19
Glenview Trust Co
NEW
Shares7,713
Change+7,713
Value$589.3K
Filed 2026-10-28
Keudell ison Wealth Management
DECREASED
Shares7,630 from 9,030
Change-1,400 (-15%)
Value$582.9K (-$120.6K)
Filed 2026-10-16
Noesis Capital Mangement Corp
NEW
Shares7,629
Change+7,629
Value$582.9K
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares7,624 from 4,834
Change+2,790 (+58%)
Value$582.5K (+$205.9K)
Filed 2026-11-04
Facet Wealth, Inc.
DECREASED
Shares7,621 from 9,946
Change-2,325 (-23%)
Value$582.2K (-$192.6K)
Filed 2026-11-04
Elevatus Welath Management
DECREASED
Shares7,612 from 109,778
Change-102,166 (-93%)
Value$581.6K (-$8.0M)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares7,529 from 4,374
Change+3,155 (+72%)
Value$575.2K (+$234.4K)
Filed 2026-10-29
Team Financial Group, LLC
INCREASED
Shares7,482 from 7,451
Change+31 (+0%)
Value$571.6K (-$8.9K)
Filed 2026-10-30
RIA Advisory Group LLC
INCREASED
Shares7,430 from 7,355
Change+75 (+1%)
Value$567.7K (-$5.3K)
Filed 2026-10-15
Prospera Financial Services Inc
DECREASED
Shares7,427 from 8,090
Change-663 (-8%)
Value$573.1K (-$58.1K)
Filed 2026-11-04
Tortoise Investment Management, LLC
INCREASED
Shares7,420 from 7,288
Change+132 (+2%)
Value$566.9K (-$955)
Filed 2026-11-06
Delta Financial Advisors LLC
INCREASED
Shares7,416 from 6,617
Change+799 (+12%)
Value$566.6K (+$51.0K)
Filed 2026-10-27
Intergy Private Wealth, LLC
INCREASED
Shares7,390 from 6,710
Change+680 (+10%)
Value$564.6K (+$41.8K)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares7,372 from 7,299
Change+73 (+1%)
Value$563.2K (-$5.4K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares7,369 from 7,369
Change0 (0%)
Value$563.0K (-$11.1K)
Filed 2026-10-16
NBH Bank
DECREASED
Shares7,361 from 7,635
Change-274 (-4%)
Value$562.4K (-$32.5K)
Filed 2026-11-05
Vestia Personal Wealth Advisors
INCREASED
Shares7,331 from 6,068
Change+1,263 (+21%)
Value$560.1K (+$86.7K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares7,313 from 7,313
Change0 (0%)
Value$558.7K (-$11.0K)
Filed 2026-10-22
Two West Capital Advisors LLC
INCREASED
Shares7,237 from 6,992
Change+245 (+4%)
Value$552.7K (+$9.9K)
Filed 2026-10-15
Burney Co/
DECREASED
Shares7,189 from 7,669
Change-480 (-6%)
Value$549.3K (-$48.3K)
Filed 2026-10-15
Woodward Financial Advisors, Inc.
INCREASED
Shares7,152 from 7,132
Change+20 (+0%)
Value$546.4K (-$9.3K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares7,125 from 7,216
Change-91 (-1%)
Value$544.3K (-$17.9K)
Filed 2026-11-02
CWS Financial Advisors, LLC
INCREASED
Shares7,082 from 6,808
Change+274 (+4%)
Value$541.0K (+$10.6K)
Filed 2026-10-16
SpringVest Wealth Management LLC
INCREASED
Shares7,068 from 7,036
Change+32 (+0%)
Value$540.0K (-$8.2K)
Filed 2026-10-27
BCS Wealth Management
INCREASED
Shares7,040 from 7,039
Change+1 (+0%)
Value$537.8K (-$10.5K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares7,017 from 6,993
Change+24 (+0%)
Value$536.1K (-$8.7K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$527.2K (-$10.4K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
INCREASED
Shares6,884 from 6,836
Change+48 (+1%)
Value$526.0K (-$6.6K)
Filed 2026-10-23
Synergy Asset Management, LLC
INCREASED
Shares6,866 from 3,287
Change+3,579 (+109%)
Value$524.6K (+$268.5K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares6,766 from 5,793
Change+973 (+17%)
Value$516.9K (+$65.6K)
Filed 2026-10-29
Evergreen Capital Management LLC
UNCHANGED
Shares6,701 from 6,701
Change0 (0%)
Value$512.0K (-$10.1K)
Filed 2026-10-23
Life Planning Partners, Inc
DECREASED
Shares6,663 from 6,733
Change-70 (-1%)
Value$509.1K (-$15.5K)
Filed 2026-10-28
APS Management Group, Inc.
INCREASED
Shares6,648 from 6,444
Change+204 (+3%)
Value$507.9K (+$5.9K)
Filed 2026-10-14
West Bancorporation Inc
INCREASED
Shares6,627 from 2,886
Change+3,741 (+130%)
Value$506.3K (+$281.5K)
Filed 2026-10-29
Gibraltar Capital Management, Inc.
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$504.2K (-$10.0K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares6,548 from 5,652
Change+896 (+16%)
Value$500.2K (+$59.9K)
Filed 2026-11-05
My Personal CFO, LLC
DECREASED
Shares6,535 from 7,519
Change-984 (-13%)
Value$499.3K (-$86.5K)
Filed 2026-10-14
Wiregrass Investment Management LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$496.6K (-$9.8K)
Filed 2026-11-05
Epiq Partners, LLC
INCREASED
Shares6,484 from 3,475
Change+3,009 (+87%)
Value$495.4K (+$224.7K)
Filed 2026-10-07
James Investment Research, Inc.
DECREASED
Shares6,476 from 6,554
Change-78 (-1%)
Value$494.8K (-$15.9K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED
Shares6,450 from 3,334
Change+3,116 (+93%)
Value$492.8K (+$233.1K)
Filed 2026-10-15
Trilogy Capital Inc.
DECREASED
Shares6,379 from 6,994
Change-615 (-9%)
Value$487.4K (-$57.5K)
Filed 2026-10-20
Sidoxia Capital Management, LLC
INCREASED
Shares6,356 from 6,071
Change+285 (+5%)
Value$485.6K (+$12.6K)
Filed 2026-10-28
Cogent Strategic Wealth LLC
DECREASED
Shares6,328 from 6,348
Change-20 (0%)
Value$483.4K (-$11.1K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares6,308 from 7,185
Change-877 (-12%)
Value$485.1K (-$74.6K)
Filed 2026-11-02
Breakwater Investment Management
DECREASED
Shares6,285 from 6,579
Change-294 (-4%)
Value$480.2K (-$32.4K)
Filed 2026-10-20
Shepherd Financial Partners LLC
DECREASED
Shares6,281 from 9,464
Change-3,183 (-34%)
Value$479.9K (-$257.5K)
Filed 2026-11-03
TrueWealth Advisors, LLC
INCREASED
Shares6,239 from 6,146
Change+93 (+2%)
Value$476.7K (-$2.1K)
Filed 2026-10-09
Altiora Financial Group, LLC
INCREASED
Shares6,219 from 5,478
Change+741 (+14%)
Value$475.2K (+$48.4K)
Filed 2026-11-04
WBI Investments, LLC
DECREASED
Shares6,117 from 6,195
Change-78 (-1%)
Value$467.3K (-$15.3K)
Filed 2026-11-05
Seizert Capital Partners, LLC
INCREASED
Shares6,114 from 6,054
Change+60 (+1%)
Value$467.1K (-$4.6K)
Filed 2026-10-30
Integrated Wealth Management
DECREASED
Shares6,045 from 6,136
Change-91 (-1%)
Value$461.8K (-$16.2K)
Filed 2026-10-19
RAM Investment Partners, LLC
NEW
Shares6,036
Change+6,036
Value$461.2K
Filed 2026-10-21
Armbruster Capital Management, Inc.
DECREASED
Shares5,962 from 11,087
Change-5,125 (-46%)
Value$455.5K (-$408.3K)
Filed 2026-10-19
WoodTrust Financial Corp
INCREASED
Shares5,945 from 5,284
Change+661 (+13%)
Value$454 (-$411.5K)
Filed 2026-10-09
Baron Financial Group, LLC
DECREASED
Shares5,920 from 5,940
Change-20 (0%)
Value$452.3K (-$10.5K)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares5,844
Change+5,844
Value$446.5K
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares5,802 from 13,964
Change-8,162 (-58%)
Value$443.3K (-$644.6K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED
Shares5,777 from 5,474
Change+303 (+6%)
Value$441.3K (+$14.9K)
Filed 2026-10-19
Shayne & Jacobs, LLC
UNCHANGED
Shares5,775 from 5,775
Change0 (0%)
Value$441.2K (-$8.7K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$439.3K (-$8.7K)
Filed 2026-11-04
Uptick Partners, LLC
INCREASED
Shares5,739 from 4,905
Change+834 (+17%)
Value$438.5K (+$56.3K)
Filed 2026-11-04
LVW Advisors, LLC
UNCHANGED
Shares5,737 from 5,737
Change0 (0%)
Value$438.3K (-$8.7K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares5,722 from 5,566
Change+156 (+3%)
Value$437.2K (+$3.5K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares5,720 from 4,256
Change+1,464 (+34%)
Value$437.0K (+$105.4K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares5,701 from 5,840
Change-139 (-2%)
Value$435.5K (-$19.4K)
Filed 2026-11-03
MeadowBrook Investment Advisors LLC
INCREASED
Shares5,690 from 1,825
Change+3,865 (+212%)
Value$421.5K (+$281.5K)
Filed 2026-10-29
Reston Wealth Management LLC
DECREASED
Shares5,640 from 6,940
Change-1,300 (-19%)
Value$430.9K (-$109.8K)
Filed 2026-10-29
One Degree Advisors Inc
NEW
Shares5,622
Change+5,622
Value$429.0K
Filed 2026-11-06
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares5,606 from 5,614
Change-8 (0%)
Value$428 (-$9)
Filed 2026-10-14
CogentBlue Wealth Advisors, LLC
DECREASED
Shares5,601 from 5,673
Change-72 (-1%)
Value$427.9K (-$14.1K)
Filed 2026-10-09
Alamar Capital Management, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$427.8K (-$8.5K)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$417.6K (-$8.3K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares5,447 from 4,764
Change+683 (+14%)
Value$416.2K (+$45.0K)
Filed 2026-10-30
Global Assets Advisory, LLC
UNCHANGED
Shares5,351 from 5,351
Change0 (0%)
Value$407.7K (-$7.6K)
Filed 2026-10-28
Revisor Wealth Management LLC
DECREASED
Shares5,339 from 5,479
Change-140 (-3%)
Value$408.9K (-$18.1K)
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares5,316 from 5,315
Change+1 (+0%)
Value$406.8K (-$5.0K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares5,286 from 5,423
Change-137 (-3%)
Value$403.9K (-$18.7K)
Filed 2026-10-14
TBH Global Asset Management, LLC
UNCHANGED
Shares5,264 from 5,264
Change0 (0%)
Value$402.2K (-$7.9K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares5,246 from 4,758
Change+488 (+10%)
Value$400.8K (+$30.1K)
Filed 2026-10-20
Ballentine Capital Advisors, Inc
INCREASED
Shares5,246 from 5,214
Change+32 (+1%)
Value$400.8K (-$5.4K)
Filed 2026-10-14
Livet Wealth, LLC
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$399.9K (-$7.9K)
Filed 2026-10-27
Bridgelight Financial Advisors, Inc.
INCREASED
Shares5,229 from 5,190
Change+39 (+1%)
Value$399.5K (-$4.9K)
Filed 2026-10-20
HCR Wealth Advisors
DECREASED
Shares5,199 from 6,526
Change-1,327 (-20%)
Value$397.2K (-$111.3K)
Filed 2026-10-15
Todd Asset Management LLC
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$396.7K (-$7.8K)
Filed 2026-10-27
Hoge Financial Services, LLC
INCREASED
Shares5,188 from 5,159
Change+29 (+1%)
Value$396.3K (-$5.6K)
Filed 2026-11-05
Cambridge Capital Management, LLC
INCREASED
Shares5,153 from 5,101
Change+52 (+1%)
Value$393.7K (-$3.7K)
Filed 2026-10-19
Montecito Bank & Trust
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$393.7K (-$7.8K)
Filed 2026-10-01
Mainstream Capital Management LLC
DECREASED
Shares5,071 from 5,298
Change-227 (-4%)
Value$387.4K (-$25.3K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares5,055 from 10,284
Change-5,229 (-51%)
Value$386.2K (-$415.1K)
Filed 2026-10-13
Money Concepts Capital Corp
INCREASED
Shares5,042 from 4,823
Change+219 (+5%)
Value$385.2K (+$9.5K)
Filed 2026-11-06
Tennessee Valley Asset Management Partners
INCREASED
Shares5,027 from 3,712
Change+1,315 (+35%)
Value$384.1K (+$94.8K)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares5,018 from 4,723
Change+295 (+6%)
Value$383.4K (+$15.5K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
DECREASED
Shares4,995 from 7,762
Change-2,767 (-36%)
Value$381.6K (-$223.1K)
Filed 2026-11-02
BAR Harbor Wealth Management
UNCHANGED
Shares4,979 from 4,979
Change0 (0%)
Value$380.4K (-$7.5K)
Filed 2026-10-21
Monument Group Wealth Advisors, LLC
DECREASED
Shares4,940 from 5,110
Change-170 (-3%)
Value$377.4K (-$71.8K)
Filed 2026-10-21
TruNorth Capital Management, LLC
DECREASED
Shares4,936 from 13,135
Change-8,199 (-62%)
Value$377.1K (-$646.2K)
Filed 2026-10-14
Chatham Capital Group, Inc.
DECREASED
Shares4,914 from 6,714
Change-1,800 (-27%)
Value$375.4K (-$147.7K)
Filed 2026-10-16
J.M. Arbour, LLC
INCREASED
Shares4,845 from 4,614
Change+231 (+5%)
Value$370.1K (+$10.7K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,785 from 4,657
Change+128 (+3%)
Value$365.6K (+$2.8K)
Filed 2026-10-23
Wealth Advisory Solutions, LLC
DECREASED
Shares4,771 from 4,921
Change-150 (-3%)
Value$364.5K (-$18.9K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares4,724 from 4,264
Change+460 (+11%)
Value$360.9K (+$28.7K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares4,710 from 3,710
Change+1,000 (+27%)
Value$359.8K (+$70.8K)
Filed 2026-10-29
Wynn Capital, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$359.1K (-$7.1K)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares4,678 from 4,620
Change+58 (+1%)
Value$357.4K (-$2.5K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
DECREASED
Shares4,668 from 4,893
Change-225 (-5%)
Value$356.6K (-$24.5K)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares4,661 from 5,431
Change-770 (-14%)
Value$356.1K (-$67.0K)
Filed 2026-10-20
Forthright Family Wealth Advisory LLC
INCREASED
Shares4,640 from 4,618
Change+22 (+0%)
Value$354.5K (-$5.3K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares4,609 from 4,260
Change+349 (+8%)
Value$352.1K (+$20.3K)
Filed 2026-10-28
S.A. Mason LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$349.5K (-$6.9K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares4,547 from 4,629
Change-82 (-2%)
Value$347.4K (-$12.7K)
Filed 2026-10-30
Guyasuta Investment Advisors Inc
DECREASED
Shares4,518 from 4,697
Change-179 (-4%)
Value$345.2K (-$20.8K)
Filed 2026-10-15
Raleigh Capital Management Inc.
INCREASED
Shares4,505 from 4,467
Change+38 (+1%)
Value$344.2K (-$3.8K)
Filed 2026-10-28
Biltmore Family Office, LLC
DECREASED
Shares4,487 from 4,622
Change-135 (-3%)
Value$342.8K (-$17.3K)
Filed 2026-11-03
Keener Financial Planning LLC
UNCHANGED
Shares4,465 from 4,465
Change0 (0%)
Value$341.1K (-$5.9K)
Filed 2026-11-06
Element Pointe Advisors, LLC
UNCHANGED
Shares4,441 from 4,441
Change0 (0%)
Value$339.3K (-$6.7K)
Filed 2026-10-21
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,437 from 4,437
Change0 (0%)
Value$339.0K (-$6.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares4,428 from 5,148
Change-720 (-14%)
Value$338.3K (-$62.8K)
Filed 2026-10-21
Private Management Group Inc
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$337.7K (-$6.7K)
Filed 2026-11-04
EnRich Financial Partners LLC
INCREASED
Shares4,405 from 4,013
Change+392 (+10%)
Value$336.5K (+$23.9K)
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares4,403 from 3,282
Change+1,121 (+34%)
Value$336.4K (+$80.7K)
Filed 2026-10-29
Prospera Capital Management, LLC
INCREASED
Shares4,378 from 4,358
Change+20 (+0%)
Value$333.6K (-$5.3K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares4,375 from 4,295
Change+80 (+2%)
Value$334.3K (-$373)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
INCREASED
Shares4,363 from 4,065
Change+298 (+7%)
Value$333.3K (+$16.6K)
Filed 2026-10-21
Portland Financial Advisors Inc
INCREASED
Shares4,353 from 2,971
Change+1,382 (+47%)
Value$332.6K (+$101.1K)
Filed 2026-10-26
Narus Financial Partners, LLC
DECREASED
Shares4,329 from 7,488
Change-3,159 (-42%)
Value$330.7K (-$252.7K)
Filed 2026-10-19
Chemistry Wealth Management LLC
UNCHANGED
Shares4,304 from 4,304
Change0 (0%)
Value$328.8K (-$6.5K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares4,218 from 6,159
Change-1,941 (-32%)
Value$322.3K (-$157.6K)
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares4,209 from 4,184
Change+25 (+1%)
Value$321.6K (-$4.4K)
Filed 2026-10-28
Pioneer Wealth Management Group
NEW
Shares4,174
Change+4,174
Value$318.9K
Filed 2026-10-09
Plancorp, LLC
INCREASED
Shares4,164 from 4,148
Change+16 (+0%)
Value$321.0K (-$385)
Filed 2026-11-03
Harbor Investment Advisory, LLC
DECREASED
Shares4,134 from 4,144
Change-10 (0%)
Value$315.8K (-$7.0K)
Filed 2026-10-13
Fisher Asset Management, LLC
DECREASED
Shares4,085 from 5,103
Change-1,018 (-20%)
Value$312.1K (-$85.5K)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
DECREASED
Shares4,062 from 4,514
Change-452 (-10%)
Value$310.4K (-$41.3K)
Filed 2026-10-26
Ironwood Wealth Management, Llc.
INCREASED
Shares4,044 from 3,943
Change+101 (+3%)
Value$309.0K (+$1.8K)
Filed 2026-10-28
Warner Financial, Inc
INCREASED
Shares4,016 from 3,649
Change+367 (+10%)
Value$306.8K (+$22.5K)
Filed 2026-11-06
William John Sempolinski
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$305.6K (-$6.0K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED
Shares3,972 from 3,088
Change+884 (+29%)
Value$303.4K (+$62.9K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
NEW
Shares3,945
Change+3,945
Value$301.4K
Filed 2026-10-20
Prudent Investor Advisors, LLC
NEW
Shares3,941
Change+3,941
Value$301.1K
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares3,893 from 5,883
Change-1,990 (-34%)
Value$297.5K (-$160.9K)
Filed 2026-11-05
Milestone Investment Advisors LLC
INCREASED
Shares3,889 from 3,887
Change+2 (+0%)
Value$297.1K (-$5.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares3,886 from 3,340
Change+546 (+16%)
Value$296.9K (+$36.7K)
Filed 2026-10-30
Beacon Financial Advisory LLC
DECREASED
Shares3,885 from 8,904
Change-5,019 (-56%)
Value$296.8K (-$396.9K)
Filed 2026-10-16
Central Trust Co
INCREASED
Shares3,884 from 1,159
Change+2,725 (+235%)
Value$296.7K (+$206.4K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares3,839 from 3,517
Change+322 (+9%)
Value$293.2K (+$20.2K)
Filed 2026-10-20
KFG LLC
NEW
Shares3,834
Change+3,834
Value$292.9K
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares3,825 from 3,736
Change+89 (+2%)
Value$292.2K (+$1.2K)
Filed 2026-10-16
Watchman Group, Inc.
UNCHANGED
Shares3,802 from 3,802
Change0 (0%)
Value$290.5K (-$5.7K)
Filed 2026-10-16
Emprise Bank
NEW
Shares3,777
Change+3,777
Value$288.6K
Filed 2026-10-07
Ignite Planners, LLC
INCREASED
Shares3,762 from 3,612
Change+150 (+4%)
Value$287.4K (+$6.0K)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares3,752 from 3,719
Change+33 (+1%)
Value$286.7K (-$3.1K)
Filed 2026-10-22
Verus Capital Partners, LLC
NEW
Shares3,736
Change+3,736
Value$285.5K
Filed 2026-11-03
Lockerman Financial Group, Inc.
DECREASED
Shares3,732 from 3,882
Change-150 (-4%)
Value$285.1K (-$17.3K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares3,728 from 3,869
Change-141 (-4%)
Value$284.8K (-$16.7K)
Filed 2026-10-19
Retirement Guys Formula LLC
INCREASED
Shares3,679 from 3,662
Change+17 (+0%)
Value$280.6K (-$3.6K)
Filed 2026-10-26
Jacobi Capital Management LLC
DECREASED
Shares3,644 from 3,702
Change-58 (-2%)
Value$278.4K (-$10.0K)
Filed 2026-11-05
Howard Capital Management Group, LLC
UNCHANGED
Shares3,641 from 3,641
Change0 (0%)
Value$278.2K (-$5.5K)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
INCREASED
Shares3,635 from 3,170
Change+465 (+15%)
Value$277.7K (+$30.7K)
Filed 2026-10-09
Wealth Forward, LLC
DECREASED
Shares3,615 from 9,001
Change-5,386 (-60%)
Value$276.2K (-$425.1K)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares3,588 from 4,045
Change-457 (-11%)
Value$276.0K (-$37.9K)
Filed 2026-11-02
Linscomb Wealth, Inc.
DECREASED
Shares3,565 from 5,154
Change-1,589 (-31%)
Value$272.3K (-$129.2K)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares3,547 from 3,547
Change0 (0%)
Value$271.0K (-$5.4K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
DECREASED
Shares3,500 from 8,500
Change-5,000 (-59%)
Value$267.4K (-$394.8K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
INCREASED
Shares3,496 from 3,494
Change+2 (+0%)
Value$267.1K (-$5.1K)
Filed 2026-11-05
Squire Investment Management Company, LLC
DECREASED
Shares3,423 from 4,129
Change-706 (-17%)
Value$261.6K (-$60.1K)
Filed 2026-11-03
Mainsail Asset Management, LLC
INCREASED
Shares3,410 from 3,391
Change+19 (+1%)
Value$260.2K (-$3.2K)
Filed 2026-10-14
E&G Advisors, LLC
DECREASED
Shares3,360 from 3,370
Change-10 (0%)
Value$256.7K (-$5.9K)
Filed 2026-10-13
Hiley Hunt Wealth Management
DECREASED
Shares3,357 from 6,477
Change-3,120 (-48%)
Value$256.5K (-$248.1K)
Filed 2026-10-08
Aufman Associates Inc
DECREASED
Shares3,353 from 3,389
Change-36 (-1%)
Value$256.1K (-$7.9K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
NEW
Shares3,348
Change+3,348
Value$255.8K
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED
Shares3,338 from 3,588
Change-250 (-7%)
Value$255.0K (-$24.5K)
Filed 2026-10-26
Townsend Financial Planning, LLC
DECREASED
Shares3,336 from 6,686
Change-3,350 (-50%)
Value$254.9K (-$266.0K)
Filed 2026-11-02
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares3,332 from 3,332
Change0 (0%)
Value$254.6K (-$5.0K)
Filed 2026-10-23
Churchill Financial Advisors, LLC
DECREASED
Shares3,302 from 3,347
Change-45 (-1%)
Value$252.3K (-$8.5K)
Filed 2026-10-20
Shepherd Street Advisors LLC
DECREASED
Shares3,293 from 3,554
Change-261 (-7%)
Value$251.5K (-$24.7K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares3,267 from 3,267
Change0 (0%)
Value$249.6K (-$4.9K)
Filed 2026-10-19
LJI Wealth Management, LLC
DECREASED
Shares3,266 from 3,965
Change-699 (-18%)
Value$249.5K (-$59.4K)
Filed 2026-10-28
Guardian Asset Advisors, LLC
INCREASED
Shares3,258 from 3,157
Change+101 (+3%)
Value$248.9K (+$2.9K)
Filed 2026-10-16
Tenon Financial LLC
INCREASED
Shares3,231 from 3,214
Change+17 (+1%)
Value$246.8K (-$3.6K)
Filed 2026-10-14
Collaborative Wealth Managment Inc.
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$242.9K (-$4.8K)
Filed 2026-11-06
Verde Capital Management
DECREASED
Shares3,155 from 3,869
Change-714 (-18%)
Value$241.1K (-$60.4K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED
Shares3,122 from 3,115
Change+7 (+0%)
Value$238.5K (-$4.2K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares3,109 from 2,625
Change+484 (+18%)
Value$237.6K (+$33.0K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares3,097 from 6,637
Change-3,540 (-53%)
Value$236.6K (-$280.5K)
Filed 2026-10-28
Cdkv Holdings LLC
INCREASED
Shares3,075 from 2,961
Change+114 (+4%)
Value$234.9K (+$4.2K)
Filed 2026-10-28
BNC Wealth Management, LLC
INCREASED
Shares3,074 from 3,064
Change+10 (+0%)
Value$234.9K (-$3.9K)
Filed 2026-10-19
Richardson Financial Services Inc.
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$234.7K (-$4.6K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
INCREASED
Shares3,067 from 2,884
Change+183 (+6%)
Value$234.3K (+$9.6K)
Filed 2026-10-26
Meritas Wealth Management, LLC
INCREASED
Shares3,059 from 3,051
Change+8 (+0%)
Value$233.7K (-$4.0K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
INCREASED
Shares3,056 from 3,025
Change+31 (+1%)
Value$233.5K (-$2.2K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$230.5K (-$4.6K)
Filed 2026-10-15
Clear Wave Wealth Management LLC
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$229.8K (-$4.5K)
Filed 2026-11-04
Opinicus Capital, Inc.
INCREASED
Shares3,002 from 2,892
Change+110 (+4%)
Value$229.4K (+$4.1K)
Filed 2026-10-28
Wolff Financial Management LLC
INCREASED
Shares2,954 from 2,934
Change+20 (+1%)
Value$225.7K (-$2.9K)
Filed 2026-10-23
Baskin Financial Services Inc.
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$225 (-$4)
Filed 2026-10-19
JIM Saulnier & Associates, LLC
DECREASED
Shares2,931 from 3,676
Change-745 (-20%)
Value$223.9K (-$62.5K)
Filed 2026-11-04
Towerpoint Wealth, LLC
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$222.4K (-$4.4K)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares2,910 from 2,861
Change+49 (+2%)
Value$222.3K (-$619)
Filed 2026-10-15
Windsor Capital Management, LLC
INCREASED
Shares2,895 from 2,894
Change+1 (+0%)
Value$221.1K (-$4.4K)
Filed 2026-10-13
Olio Financial Planning
INCREASED
Shares2,859 from 2,732
Change+127 (+5%)
Value$218.4K (+$5.6K)
Filed 2026-10-22
Markowski Investments
DECREASED
Shares2,857 from 2,863
Change-6 (0%)
Value$218.3K (-$4.8K)
Filed 2026-10-30
Advisor Resource Council
NEW
Shares2,845
Change+2,845
Value$216.9K
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares2,760 from 4,609
Change-1,849 (-40%)
Value$210.9K (-$148.2K)
Filed 2026-10-15
Liberty Capital Management, Inc.
NEW
Shares2,749
Change+2,749
Value$210.0K
Filed 2026-11-02
Smith Thornton Advisors LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$208.4K (-$2.9K)
Filed 2026-10-16
ASL Financial, LLC
NEW
Shares2,721
Change+2,721
Value$207.9K
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED
Shares2,719 from 5,097
Change-2,378 (-47%)
Value$207.7K (-$189.4K)
Filed 2026-11-05
Arnold Financial Planning LLC
DECREASED
Shares2,714 from 3,167
Change-453 (-14%)
Value$207.4K (-$39.4K)
Filed 2026-10-20
Atlas Wealth Partners, LLC
UNCHANGED
Shares2,686 from 2,686
Change0 (0%)
Value$205.2K (-$4.1K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,675 from 2,925
Change-250 (-9%)
Value$204.4K (-$23.5K)
Filed 2026-11-02
Northside Capital Management, LLC
NEW
Shares2,650
Change+2,650
Value$202.5K
Filed 2026-10-13
Granite FO LLC
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$200.8K (-$4.0K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares2,525 from 891
Change+1,634 (+183%)
Value$192.7K (+$123.5K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$191.0K (-$3.8K)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$190.5K (-$3.8K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares2,388
Change+2,388
Value$182.4K
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED
Shares2,373 from 2,489
Change-116 (-5%)
Value$180.1K (-$13.8K)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$175.7K (-$3.5K)
Filed 2026-10-19
Balentine LLC
DECREASED
Shares2,274 from 2,876
Change-602 (-21%)
Value$173.8K (-$50.3K)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$168.1K (-$3.3K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares2,111 from 2,175
Change-64 (-3%)
Value$161.3K (-$8.2K)
Filed 2026-10-13
Key Capital Management, Inc
NEW
Shares1,804
Change+1,804
Value$137.8K
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$134.8K (-$2.7K)
Filed 2026-10-27
Coastline Trust Co
INCREASED
Shares1,646 from 1,640
Change+6 (+0%)
Value$125.8K (-$2.0K)
Filed 2026-10-01
Pioneer Family Office, LLC
UNCHANGED
Shares1,637 from 1,637
Change0 (0%)
Value$125.1K (-$2.5K)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares1,632 from 2,960
Change-1,328 (-45%)
Value$124.7K (-$105.9K)
Filed 2026-10-30
Golden State Wealth Management, LLC
DECREASED
Shares1,553 from 2,358
Change-805 (-34%)
Value$118.7K (-$65.1K)
Filed 2026-11-02
Beacon Financial Strategies Corp
DECREASED
Shares1,543 from 1,704
Change-161 (-9%)
Value$117.9K (-$14.9K)
Filed 2026-10-14
Robinson Value Management, Ltd.
INCREASED
Shares1,478 from 1,066
Change+412 (+39%)
Value$112.9K (+$29.9K)
Filed 2026-10-20
Community Bank, N.A.
DECREASED
Shares1,300 from 1,350
Change-50 (-4%)
Value$99.3K (-$5.8K)
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares1,291 from 1,280
Change+11 (+1%)
Value$98.6K (-$1.1K)
Filed 2026-10-09
Abound Wealth Management
NEW
Shares1,246
Change+1,246
Value$95.2K
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares1,229
Change+1,229
Value$93.9K
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares1,217 from 650
Change+567 (+87%)
Value$93.0K (+$42.3K)
Filed 2026-10-29
Global Trust Asset Management, LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$87.6K (-$1.7K)
Filed 2026-10-19
Clean Yield Group
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$81.3K (-$1.6K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
NEW
Shares1,031
Change+1,031
Value$78.8K
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$78 (-$78.9K)
Filed 2026-10-14
Vestor Capital, LLC
NEW
Shares1,008
Change+1,008
Value$121
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$74.2K (-$1.5K)
Filed 2026-10-15
First Pacific Financial
INCREASED
Shares964 from 954
Change+10 (+1%)
Value$73.6K (-$689)
Filed 2026-10-14
DT Investment Partners, LLC
NEW
Shares947
Change+947
Value$72.4K
Filed 2026-10-27
Y.D. More Investments Ltd
INCREASED
Shares888 from 508
Change+380 (+75%)
Value$67.8K (+$28.3K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$65.3K (-$1.3K)
Filed 2026-10-16
Evolution Wealth Management Inc.
DECREASED
Shares845 from 945
Change-100 (-11%)
Value$64.6K (-$9.1K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares800
Change+800
Value$61.1K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$58.7K (-$1.2K)
Filed 2026-10-05
Pacific Center for Financial Services
DECREASED
Shares668 from 733
Change-65 (-9%)
Value$51.1K (-$6.0K)
Filed 2026-10-15
Peoples Financial Services Corp.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$47.8K (-$937)
Filed 2026-10-20
Hanson & Doremus Investment Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$46 (-$47.0K)
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares595 from 583
Change+12 (+2%)
Value$45.5K (+$36)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares582 from 1,782
Change-1,200 (-67%)
Value$44.5K (-$94.4K)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED
Shares564 from 602
Change-38 (-6%)
Value$43.2K (-$3.8K)
Filed 2026-10-27
Guardian Partners Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$42.0K (-$830)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares534 from 282
Change+252 (+89%)
Value$40.9K (+$19.0K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares498 from 1,183
Change-685 (-58%)
Value$38.1K (-$54.1K)
Filed 2026-10-26
Horrell Capital Management, Inc.
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$37.1K (-$732)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
DECREASED
Shares480 from 1,495
Change-1,015 (-68%)
Value$37 (-$20.1K)
Filed 2026-11-04
West Paces Advisors Inc.
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$35.7K (-$705)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
DECREASED
Shares452 from 900
Change-448 (-50%)
Value$34.5K (-$35.6K)
Filed 2026-11-02
Center for Financial Planning, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$34.4K (-$680)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares439 from 1,460
Change-1,021 (-70%)
Value$33.5K (-$80.2K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$32.6K (-$645)
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$32.4K (-$640)
Filed 2026-10-07
Winthrop Capital Management, LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$26.5K (-$489)
Filed 2026-11-05
Bangor Savings Bank
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$25.4K (-$503)
Filed 2026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$25.0K (-$494)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares316
Change+316
Value$24.1K
Filed 2026-10-09
POM Investment Strategies, LLC
NEW
Shares310
Change+310
Value$23.7K
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$22.2K (-$440)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares281 from 182
Change+99 (+54%)
Value$21.5K (+$7.3K)
Filed 2026-10-27
Tower View Wealth Management LLC
INCREASED
Shares265 from 263
Change+2 (+1%)
Value$20.3K (-$190)
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$19.1K (-$378)
Filed 2026-10-19
Bank of New Hampshire
DECREASED
Shares240 from 320
Change-80 (-25%)
Value$18.3K (-$6.6K)
Filed 2026-10-06
Bayban
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$16.4K ($0)
Filed 2026-11-05
Highline Wealth Partners LLC
NEW
Shares200
Change+200
Value$15.3K
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.3K (-$302)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$15.1K (-$299)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares185 from 336
Change-151 (-45%)
Value$14.1K (-$12.0K)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares173 from 171
Change+2 (+1%)
Value$13.2K (-$124)
Filed 2026-10-30
Bare Financial Services, Inc
INCREASED
Shares172 from 170
Change+2 (+1%)
Value$13.1K (-$123)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$13.0K (-$257)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares167
Change+167
Value$12.8K
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares161 from 226
Change-65 (-29%)
Value$12.3K (-$5.3K)
Filed 2026-11-04
Peachtree Investment Partners, LLC
INCREASED
Shares161 from 156
Change+5 (+3%)
Value$12.3K (+$166)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares142 from 140
Change+2 (+1%)
Value$10.8K (-$101)
Filed 2026-10-19
Southern Michigan Bank & Trust
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$10.3K (-$204)
Filed 2026-10-19
Sofi Wealth, LLC
INCREASED
Shares134 from 130
Change+4 (+3%)
Value$10.2K (+$95)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.9K (-$196)
Filed 2026-11-02
CX Institutional
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$9 ($0)
Filed 2026-10-02
Arlington Trust Co LLC
INCREASED
Shares112 from 102
Change+10 (+10%)
Value$8.6K (+$610)
Filed 2026-10-20
Blueline Advisors LLC
DECREASED
Shares106 from 787
Change-681 (-87%)
Value$8.1K (-$53.1K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$8.1K (-$76)
Filed 2026-11-02
Advocate Investing Services LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.9K (-$156)
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.9K (-$155)
Filed 2026-10-15
Key FInancial Inc
DECREASED
Shares100 from 193
Change-93 (-48%)
Value$7.6K (-$7.4K)
Filed 2026-11-02
Coston, McIsaac & Partners
INCREASED
Shares98 from 97
Change+1 (+1%)
Value$7.5K (+$7.5K)
Filed 2026-11-06
Tsfg, LLC
DECREASED
Shares87 from 112
Change-25 (-22%)
Value$7 (-$2)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares86 from 96
Change-10 (-10%)
Value$7 (-$1)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares78 from 77
Change+1 (+1%)
Value$6.0K (-$56)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
NEW
Shares76
Change+76
Value$5.8K
Filed 2026-11-05
4Thought Financial Group Inc.
INCREASED
Shares72 from 66
Change+6 (+9%)
Value$5.5K (+$330)
Filed 2026-11-02
Pflug Koory, LLC
INCREASED
Shares68 from 67
Change+1 (+1%)
Value$5.2K (-$49)
Filed 2026-10-26
Quaker Wealth Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.0K (-$100)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares60
Change+60
Value$4.6K
Filed 2026-10-23
GHP Investment Advisors, Inc.
INCREASED
Shares53 from 30
Change+23 (+77%)
Value$4.1K (+$1.7K)
Filed 2026-10-15
Adirondack Trust Co
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$4.0K (-$79)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.8K (-$76)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.7K (-$73)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares45
Change+45
Value$3.4K
Filed 2026-11-02
Provenance Wealth Advisors, LLC
NEW
Shares42
Change+42
Value$3.2K
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
NEW
Shares40
Change+40
Value$3.1K
Filed 2026-10-30
Northstar Asset Management Co
DECREASED
Shares30 from 1,480
Change-1,450 (-98%)
Value$2.3K (-$112.4K)
Filed 2026-10-22
GGM Financial LLC
DECREASED
Shares29 from 36
Change-7 (-19%)
Value$2.2K (-$606)
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.1K (-$42)
Filed 2026-10-21
Valued Wealth Advisors LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.0K (-$39)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
DECREASED
Shares25 from 70
Change-45 (-64%)
Value$1.9K (-$3.5K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$34)
Filed 2026-10-23
AlphaCore Capital LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.6K (-$32)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.4K (-$27)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$22)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares12
Change+12
Value$917
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
NEW
Shares2
Change+2
Value$152
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$153 (-$3)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares1 from 12
Change-11 (-92%)
Value$46 (-$873)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$77 (-$1)
Filed 2026-10-09
Hoey Investments, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$52 ($0)
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$50 (-$25)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$76 (-$2)
Filed 2026-11-04
Mills Wealth Advisors LLC
CLOSED
Shares0 from 107,263
Change-107,263 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-22
PCG Asset Management, LLC
CLOSED
Shares0 from 87,365
Change-87,365 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-05
Apex Wealth Management, LLC
CLOSED
Shares0 from 60,281
Change-60,281 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-20
Quartz Partners, LLC
CLOSED
Shares0 from 16,180
Change-16,180 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Verum Partners LLC
CLOSED
Shares0 from 15,318
Change-15,318 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Parisi Gray Wealth Management
CLOSED
Shares0 from 13,082
Change-13,082 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
FSA Investment Group, LLC
CLOSED
Shares0 from 9,548
Change-9,548 (-100%)
Value$0 (-$743.9K)
Filed 2026-10-07
Quadrant Capital Group LLC
CLOSED
Shares0 from 9,360
Change-9,360 (-100%)
Value$0 (-$729.2K)
Filed 2026-10-20
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 8,282
Change-8,282 (-100%)
Value$0 (-$645.2K)
Filed 2026-11-04
Capital City Trust Co
CLOSED
Shares0 from 6,814
Change-6,814 (-100%)
Value$0 (-$530.9K)
Filed 2026-10-22
Kestra Investment Management, LLC
CLOSED
Shares0 from 6,785
Change-6,785 (-100%)
Value$0 (-$528.6K)
Filed 2026-11-04
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 6,091
Change-6,091 (-100%)
Value$0 (-$474.6K)
Filed 2026-10-09
World Equity Group, Inc.
CLOSED
Shares0 from 5,958
Change-5,958 (-100%)
Value$0 (-$464.3K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 5,835
Change-5,835 (-100%)
Value$0 (-$454.6K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 5,259
Change-5,259 (-100%)
Value$0 (-$409.7K)
Filed 2026-10-08
Garde Capital, Inc.
CLOSED
Shares0 from 5,251
Change-5,251 (-100%)
Value$0 (-$409.1K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 5,189
Change-5,189 (-100%)
Value$0 (-$404.3K)
Filed 2026-10-14
Visionary Wealth Advisors
CLOSED
Shares0 from 5,031
Change-5,031 (-100%)
Value$0 (-$391.9K)
Filed 2026-11-04
Country Trust Bank
CLOSED
Shares0 from 4,921
Change-4,921 (-100%)
Value$0 (-$383.4K)
Filed 2026-10-30
Dutch Asset Corp
CLOSED
Shares0 from 4,800
Change-4,800 (-100%)
Value$0 (-$374.0K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
CLOSED
Shares0 from 4,029
Change-4,029 (-100%)
Value$0 (-$313.9K)
Filed 2026-11-02
Davidson Investment Advisors
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$311.6K)
Filed 2026-10-20
Altar Rock LLC
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$302.5K)
Filed 2026-11-06
Penney Financial, LLC
CLOSED
Shares0 from 3,830
Change-3,830 (-100%)
Value$0 (-$298.4K)
Filed 2026-10-20
Serenity Investment Advisors
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$271.7K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 3,189
Change-3,189 (-100%)
Value$0 (-$248.5K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 3,123
Change-3,123 (-100%)
Value$0 (-$243.3K)
Filed 2026-11-05
Seelaus Asset Management LLC
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-14
Guild Investment Management, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$233.7K)
Filed 2026-11-03
SVB Wealth LLC
CLOSED
Shares0 from 2,986
Change-2,986 (-100%)
Value$0 (-$232.6K)
Filed 2026-11-06
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-13
KRM Wealth Management L.L.C.
CLOSED
Shares0 from 2,616
Change-2,616 (-100%)
Value$0 (-$203.8K)
Filed 2026-11-02
FDx Advisors, Inc.
CLOSED
Shares0 from 2,572
Change-2,572 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,404
Change-1,404 (-100%)
Value$0 (-$109.4K)
Filed 2026-10-15
Pacifica Partners Inc.
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$100.5K)
Filed 2026-10-09
Align Financial, LLC
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$82.5K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$55.9K)
Filed 2026-11-04
SYM Financial Corp
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$45.6K)
Filed 2026-10-26
Jnba Financial Advisors
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$34.2K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$27.3K)
Filed 2026-10-27
Capital Investment Counsel, Inc
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-20
Signaturefd, LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-03
North Star Investment Management Corp.
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-27
Rakuten Securities, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-02
Nfsg Corp
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-15
Mcdonald Partners LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-03
Gleason Group, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-15
Financial Consulate, Inc
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
Manchester Capital Management LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-22
Oakworth Capital, Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-26
Strategic Advocates LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$123)
Filed 2026-11-06
Mercer Global Advisors Inc
N/A
Shares— from 50,651,293
Change-50,651,293 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 32,321,588
Change-32,321,588 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 24,303,617
Change-24,303,617 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,641,308
Change-23,641,308 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,453,685
Change-20,453,685 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,863,841
Change-16,863,841 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,269,104
Change-12,269,104 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,933,587
Change-9,933,587 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 7,420,247
Change-7,420,247 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,215,410
Change-7,215,410 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,757,611
Change-6,757,611 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,131,559
Change-4,131,559 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 3,979,162
Change-3,979,162 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,963,408
Change-3,963,408 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,631,159
Change-3,631,159 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,590,227
Change-3,590,227 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,512,006
Change-3,512,006 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,702,880
Change-2,702,880 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,571,864
Change-2,571,864 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,459,500
Change-2,459,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,168,154
Change-2,168,154 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,160,462
Change-2,160,462 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,101,516
Change-2,101,516 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,090,052
Change-2,090,052 (-100%)
Value—
WIT, LLC
N/A
Shares— from 1,981,763
Change-1,981,763 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,823,344
Change-1,823,344 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,702,387
Change-1,702,387 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,689,123
Change-1,689,123 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,546,257
Change-1,546,257 (-100%)
Value—
&partners
N/A
Shares— from 1,466,522
Change-1,466,522 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,358,912
Change-1,358,912 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,331,971
Change-1,331,971 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,303,886
Change-1,303,886 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,264,331
Change-1,264,331 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,173,676
Change-1,173,676 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,113,171
Change-1,113,171 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,043,342
Change-1,043,342 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 980,902
Change-980,902 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 970,658
Change-970,658 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 939,116
Change-939,116 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 893,913
Change-893,913 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 873,886
Change-873,886 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 868,054
Change-868,054 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 865,925
Change-865,925 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 861,105
Change-861,105 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 808,296
Change-808,296 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 754,764
Change-754,764 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 739,365
Change-739,365 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 728,258
Change-728,258 (-100%)
Value—
Betterment LLC
N/A
Shares— from 663,160
Change-663,160 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 633,341
Change-633,341 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 631,439
Change-631,439 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 566,494
Change-566,494 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 556,851
Change-556,851 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 548,717
Change-548,717 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 502,763
Change-502,763 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 480,920
Change-480,920 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 473,565
Change-473,565 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 472,218
Change-472,218 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 465,699
Change-465,699 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 447,856
Change-447,856 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 421,601
Change-421,601 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 396,353
Change-396,353 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 389,857
Change-389,857 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 379,608
Change-379,608 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 378,196
Change-378,196 (-100%)
Value—
Blair William & Co
N/A
Shares— from 317,149
Change-317,149 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 276,323
Change-276,323 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 272,376
Change-272,376 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 238,422
Change-238,422 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 237,928
Change-237,928 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 230,538
Change-230,538 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 229,668
Change-229,668 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 229,061
Change-229,061 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 228,325
Change-228,325 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 228,068
Change-228,068 (-100%)
Value—
Nwam LLC
N/A
Shares— from 223,731
Change-223,731 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 217,799
Change-217,799 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 212,967
Change-212,967 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 208,728
Change-208,728 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 206,533
Change-206,533 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 195,916
Change-195,916 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 194,996
Change-194,996 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 192,591
Change-192,591 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 187,015
Change-187,015 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 185,661
Change-185,661 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 185,356
Change-185,356 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 184,685
Change-184,685 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 173,700
Change-173,700 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 172,159
Change-172,159 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 171,474
Change-171,474 (-100%)
Value—
Ames National Corp
N/A
Shares— from 170,831
Change-170,831 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 167,162
Change-167,162 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 164,517
Change-164,517 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 164,471
Change-164,471 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 163,265
Change-163,265 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 163,016
Change-163,016 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 161,003
Change-161,003 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 159,082
Change-159,082 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 157,721
Change-157,721 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 157,171
Change-157,171 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 157,083
Change-157,083 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 155,476
Change-155,476 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 154,196
Change-154,196 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 151,784
Change-151,784 (-100%)
Value—
Commerce Bank
N/A
Shares— from 147,540
Change-147,540 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 147,140
Change-147,140 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 145,888
Change-145,888 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 145,726
Change-145,726 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 145,499
Change-145,499 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 142,016
Change-142,016 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 141,792
Change-141,792 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 139,513
Change-139,513 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 137,193
Change-137,193 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 136,183
Change-136,183 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 133,574
Change-133,574 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 133,398
Change-133,398 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 132,302
Change-132,302 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 132,255
Change-132,255 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 128,262
Change-128,262 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 127,811
Change-127,811 (-100%)
Value—
Man Group plc
N/A
Shares— from 126,500
Change-126,500 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 124,335
Change-124,335 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 124,095
Change-124,095 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 121,157
Change-121,157 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 118,556
Change-118,556 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 113,043
Change-113,043 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 109,645
Change-109,645 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 108,249
Change-108,249 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 105,840
Change-105,840 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 105,018
Change-105,018 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 103,475
Change-103,475 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 99,616
Change-99,616 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 99,419
Change-99,419 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 93,651
Change-93,651 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 91,055
Change-91,055 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 89,192
Change-89,192 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 89,178
Change-89,178 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 87,735
Change-87,735 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 86,654
Change-86,654 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 85,165
Change-85,165 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 83,896
Change-83,896 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 83,378
Change-83,378 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 82,025
Change-82,025 (-100%)
Value—
Centennial Bank
N/A
Shares— from 81,410
Change-81,410 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 79,326
Change-79,326 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 79,262
Change-79,262 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 79,210
Change-79,210 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 75,203
Change-75,203 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 74,446
Change-74,446 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 74,382
Change-74,382 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 73,690
Change-73,690 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 71,969
Change-71,969 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 69,167
Change-69,167 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 68,194
Change-68,194 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 67,546
Change-67,546 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 67,361
Change-67,361 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 64,109
Change-64,109 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 63,387
Change-63,387 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 63,170
Change-63,170 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 63,042
Change-63,042 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 63,026
Change-63,026 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 62,341
Change-62,341 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 62,236
Change-62,236 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 61,951
Change-61,951 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 61,633
Change-61,633 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 61,130
Change-61,130 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 59,181
Change-59,181 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 58,845
Change-58,845 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 57,326
Change-57,326 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 56,873
Change-56,873 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 56,425
Change-56,425 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 55,402
Change-55,402 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 54,806
Change-54,806 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 54,282
Change-54,282 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 54,261
Change-54,261 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 54,122
Change-54,122 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 53,700
Change-53,700 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 53,335
Change-53,335 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 53,310
Change-53,310 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 51,956
Change-51,956 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 50,714
Change-50,714 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 50,190
Change-50,190 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 49,926
Change-49,926 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 48,356
Change-48,356 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 47,926
Change-47,926 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,822
Change-47,822 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 45,658
Change-45,658 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 45,114
Change-45,114 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,921
Change-44,921 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44,795
Change-44,795 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 44,031
Change-44,031 (-100%)
Value—
Stephens Inc
N/A
Shares— from 43,875
Change-43,875 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 43,499
Change-43,499 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 42,785
Change-42,785 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 42,406
Change-42,406 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,613
Change-41,613 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 40,606
Change-40,606 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 39,548
Change-39,548 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 39,215
Change-39,215 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 39,130
Change-39,130 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 38,192
Change-38,192 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 37,898
Change-37,898 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 37,741
Change-37,741 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 37,671
Change-37,671 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 37,379
Change-37,379 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 36,983
Change-36,983 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 36,971
Change-36,971 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 36,912
Change-36,912 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 36,578
Change-36,578 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 36,374
Change-36,374 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 36,285
Change-36,285 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 35,232
Change-35,232 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 34,256
Change-34,256 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 33,262
Change-33,262 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 33,210
Change-33,210 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 32,849
Change-32,849 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 32,693
Change-32,693 (-100%)
Value—
Enstar Group LTD
N/A
Shares— from 32,166
Change-32,166 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 32,045
Change-32,045 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 30,884
Change-30,884 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 30,027
Change-30,027 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 29,936
Change-29,936 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 29,411
Change-29,411 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 29,104
Change-29,104 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,002
Change-29,002 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 28,958
Change-28,958 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 28,900
Change-28,900 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 28,683
Change-28,683 (-100%)
Value—
FMR LLC
N/A
Shares— from 27,413
Change-27,413 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 26,977
Change-26,977 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 26,777
Change-26,777 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 26,308
Change-26,308 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 26,247
Change-26,247 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 26,036
Change-26,036 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 25,671
Change-25,671 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 24,998
Change-24,998 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 24,015
Change-24,015 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 23,523
Change-23,523 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,304
Change-23,304 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 22,794
Change-22,794 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 22,782
Change-22,782 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 22,601
Change-22,601 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 22,339
Change-22,339 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 21,378
Change-21,378 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 21,167
Change-21,167 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 20,967
Change-20,967 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 20,888
Change-20,888 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20,694
Change-20,694 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,242
Change-20,242 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,267
Change-19,267 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,175
Change-19,175 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 19,112
Change-19,112 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 18,956
Change-18,956 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 18,342
Change-18,342 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,701
Change-17,701 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,661
Change-17,661 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 17,539
Change-17,539 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 17,314
Change-17,314 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 17,107
Change-17,107 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 14,796
Change-14,796 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,628
Change-14,628 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,454
Change-14,454 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,416
Change-14,416 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 14,299
Change-14,299 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,859
Change-12,859 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,182
Change-12,182 (-100%)
Value—
Motco
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,826
Change-11,826 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 11,691
Change-11,691 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
United Bank
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10,969
Change-10,969 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,832
Change-10,832 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 10,663
Change-10,663 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 10,510
Change-10,510 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 9,343
Change-9,343 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,299
Change-9,299 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 9,099
Change-9,099 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 8,377
Change-8,377 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 8,276
Change-8,276 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,526
Change-7,526 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,199
Change-7,199 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 6,178
Change-6,178 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
American Trust
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 2,653
Change-2,653 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 847
Change-847 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 707
Change-707 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 611
Change-611 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 590
Change-590 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 389
Change-389 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 375
Change-375 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 318
Change-318 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 277
Change-277 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 271
Change-271 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 194
Change-194 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 190
Change-190 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Toews Corp
N/A
Shares— from 132
Change-132 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 116
Change-116 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED48,208,42143,838,959+4,369,462+10%$3.4B$3.7B+$267.6M2026-11-02
Allworth Financial LP
INCREASED18,706,62115,333,291+3,373,330+22%$1.2B$1.5B+$262.8M2026-11-06
LPL Financial LLC
INCREASED7,266,4507,261,254+5,196+0%$565.7M$555.2M-$10.6M2026-11-06
Bank of New York Mellon Corp
INCREASED3,057,5562,981,848+75,708+3%$232.3M$233.6M+$1.3M2026-11-05
Commonwealth Equity Services, LLC
DECREASED2,764,2112,777,145-12,9340%$216.4M$211.2M-$5.2M2026-11-02
True Link Financial Advisors, LLC
INCREASED2,705,5972,608,375+97,222+4%$203.2M$206.7M+$3.5M2026-10-27
Truist Financial Corp
INCREASED2,218,7592,174,156+44,603+2%$169.4M$169.5M+$124.7K2026-10-30
Willow Creek Wealth Management Inc.
INCREASED1,804,3871,801,388+2,999+0%$140.3M$137.9M-$2.5M2026-10-26
Allied Investment Advisors, LLC
INCREASED1,784,911273,991+1,510,920+551%$21.3M$136.4M+$115.0M2026-10-13
Apella Capital, LLC
INCREASED1,738,4551,579,884+158,571+10%$122.6M$132.7M+$10.1M2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED1,478,2321,459,721+18,511+1%$113.7M$112.9K-$113.6M2026-11-02
Fifth Third Bancorp
INCREASED1,375,5131,204,888+170,625+14%$93.9M$105.1M+$11.2M2026-11-05
RW Investment Management LLC
DECREASED1,371,3601,396,886-25,526-2%$108.8M$104.8M-$4.1M2026-11-03
Assetmark, Inc
DECREASED1,345,5001,350,385-4,8850%$105.2M$102.8M-$2.4M2026-10-21
Davenport & Co LLC
INCREASED1,319,7131,244,826+74,887+6%$97.0M$100.8M+$3.8M2026-10-14
RS Crum Inc.
INCREASED1,266,9151,254,488+12,427+1%$97.7M$96.8M-$944.8K2026-10-19
Exchange Traded Concepts, LLC
INCREASED1,253,3671,207,656+45,711+4%$94.1M$95.8M+$1.7M2026-10-28
Fund Evaluation Group, LLC
INCREASED1,196,4921,184,318+12,174+1%$92.3M$91.4M-$858.2K2026-11-05
D.A. Davidson & Co.
INCREASED1,192,1751,082,377+109,798+10%$84.3M$91.1M+$6.8M2026-10-28
Martel Wealth Advisors LLC
INCREASED1,057,128996,458+60,670+6%$77.6M$80.8M+$3.1M2026-10-14
International City Management Association Retirement Corp
INCREASED992,721776,816+215,905+28%$60.5M$75.8M+$15.3M2026-10-26
Integris Wealth Management, LLC
INCREASED949,554898,698+50,856+6%$70.0M$72.5M+$2.5M2026-10-14
First Merchants Corp
INCREASED889,927871,815+18,112+2%$67.9M$68.0M+$67.3K2026-10-15
Petersen Hastings Wealth Advisors Inc.
INCREASED885,961847,131+38,830+5%$66.0M$67.7M+$1.7M2026-10-27
Gemmer Asset Management LLC
INCREASED879,180838,296+40,884+5%$65.3M$67.2M+$1.9M2026-10-16
Farther Finance Advisors, LLC
INCREASED721,887636,517+85,370+13%$49.6M$55.2M+$5.6M2026-10-08
Arbor Investment Advisors, LLC
INCREASED692,842675,069+17,773+3%$52.6M$52.9M+$338.5K2026-10-26
Symmetry Partners, LLC
INCREASED648,854635,551+13,303+2%$49.5M$49.6M+$56.7K2026-10-27
Presilium Private Wealth, LLC
INCREASED648,612615,146+33,466+5%$47.9M$49.6M+$1.6M2026-10-26
Clark Asset Management, LLC
INCREASED627,869584,361+43,508+7%$45.5M$48.0M+$2.4M2026-10-19
Old Peak Finance LLC
INCREASED613,945567,983+45,962+8%$44.3M$46.9M+$2.7M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED559,765337,295+222,470+66%$25.7M$30.8M+$5.1M2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED541,945551,860-9,915-2%$43.0M$41.4M-$1.6M2026-10-20
Savant Capital, LLC
DECREASED514,8771,341,056-826,179-62%$104.9M$39.3M-$65.5M2026-11-06
Human Investing LLC
INCREASED505,293468,074+37,219+8%$36.5M$38.6M+$2.1M2026-10-19
Partners in Financial Planning
INCREASED497,511488,983+8,528+2%$38.1M$38.0M-$86.9K2026-11-06
Sage Financial Management Group, Inc.
INCREASED480,482418,585+61,897+15%$32.6M$36.7M+$4.1M2026-11-06
PDS Planning, Inc
INCREASED477,438450,644+26,794+6%$35.1M$36.5M+$1.4M2026-11-03
Associated Banc-Corp
INCREASED450,580409,223+41,357+10%$31.9M$34.4M+$2.5M2026-10-30
Cullen T Bankers, Inc.
INCREASED446,660412,366+34,294+8%$32.1M$34.1M+$2.0M2026-10-28
Barr E S & Co
INCREASED441,312380,212+61,100+16%$29.6M$33.7M+$4.1M2026-11-06
Vise Technologies, Inc.
INCREASED441,186134,375+306,811+228%$10.5M$33.7M+$23.2M2026-10-29
Compass Planning Associates Inc
DECREASED437,985462,096-24,111-5%$36.0M$33.5M-$2.5M2026-10-13
Berkshire Money Management, Inc.
INCREASED435,680423,447+12,233+3%$33.0M$33.3M+$295.2K2026-10-21
Greenup Street Wealth Management LLC
INCREASED431,308401,299+30,009+7%$31.3M$33.0M+$1.7M2026-10-28
Park Avenue Securities LLC
INCREASED429,800415,886+13,914+3%$32.4M$32.8K-$32.4M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED418,054402,698+15,356+4%$31.4M$31.9M+$565.1K2026-11-05
Avior Wealth Management, LLC
INCREASED401,620385,620+16,000+4%$30.0M$30.7M+$640.1K2026-10-13
Root Financial Partners, LLC
INCREASED399,570110,616+288,954+261%$8.6M$30.5M+$21.9M2026-10-21
EverSource Wealth Advisors, LLC
INCREASED382,784369,592+13,192+4%$28.8M$29.2M+$449.7K2026-11-04
Kwmg, LLC
INCREASED368,959328,412+40,547+12%$25.6M$28.2M+$2.6M2026-10-07
Principal Financial Group Inc
DECREASED356,184378,263-22,079-6%$29.5M$27.2M-$2.3M2026-11-02
Nisa Investment Advisors, LLC
DECREASED356,184378,263-22,079-6%$29.5M$27.2M-$2.3M2026-10-20
Kestra Advisory Services, LLC
INCREASED345,358291,870+53,488+18%$22.7M$26.4M+$3.6M2026-11-02
Daymark Wealth Partners, LLC
INCREASED345,014278,085+66,929+24%$21.7M$26.4M+$4.7M2026-11-04
Blue Trust, Inc.
INCREASED343,007340,954+2,053+1%$26.6M$26.2M-$358.0K2026-10-15
Apollon Wealth Management, LLC
INCREASED340,441280,554+59,887+21%$21.9M$26.0M+$4.2M2026-10-23
XML Financial, LLC
INCREASED324,185317,267+6,918+2%$24.7M$24.8M+$49.5K2026-10-29
Citigroup Inc
INCREASED315,619266,996+48,623+18%$20.8M$24.1M+$3.3M2026-11-04
Discipline Wealth Solutions, LLC
INCREASED312,847309,533+3,314+1%$24.1M$23.9M-$214.2K2026-10-14
BetterWealth, LLC
INCREASED307,279304,624+2,655+1%$23.7M$23.5M-$257.1K2026-10-15
Lighthouse Financial Services Inc
INCREASED302,875300,301+2,574+1%$23.3M$23.1M-$169.7K2026-11-02
Parkside Financial Bank & Trust
INCREASED289,697279,487+10,210+4%$21.8M$22.1M+$358.0K2026-10-27
Wiser Wealth Management, Inc
INCREASED284,610250,382+34,228+14%$19.5M$21.7M+$2.2M2026-10-14
Evolution Advisers, Inc.
INCREASED281,528269,333+12,195+5%$21.0M$21.5M+$528.6K2026-11-06
Brookstone Capital Management
INCREASED276,046227,554+48,492+21%$17.7M$21.1M+$3.4M2026-10-22
Lutz Financial Services LLC
DECREASED274,769274,930-1610%$21.4M$21.0M-$427.5K2026-11-06
Stephenson & Company, Inc.
INCREASED273,953245,951+28,002+11%$19.2M$20.9M+$1.8M2026-10-30
Greystone Financial Group, LLC
DECREASED273,657275,668-2,011-1%$21.5M$20.9M-$569.9K2026-10-26
MilWealth Group LLC
INCREASED271,670262,722+8,948+3%$20.5M$20.8M+$287.0K2026-11-02
Beacon Capital Management, Inc.
DECREASED270,391291,773-21,382-7%$22.7M$20.7M-$2.1M2026-10-13
Trellis Wealth Advisors LLC
DECREASED270,221287,328-17,107-6%$22.4M$20.6M-$1.7M2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED269,687318,097-48,410-15%$24.8M$20.6M-$4.2M2026-10-09
Atria Investments, Inc
INCREASED268,656247,490+21,166+9%$19.3M$20.5M+$1.2M2026-10-15
eCIO, Inc.
INCREASED266,838249,955+16,883+7%$19.5M$20.4M+$888.5K2026-11-02
Modera Wealth Management, LLC
INCREASED266,584259,783+6,801+3%$20.2M$20.4M+$127.3K2026-10-28
Fort Henry Capital, LLC
INCREASED257,840248,902+8,938+4%$19.4M$19.7M+$307.0K2026-10-22
Forza Wealth Management, LLC
INCREASED256,470226,104+30,366+13%$17.6M$19.6M+$2.0M2026-10-20
First Heartland Consultants, Inc.
INCREASED256,380228,811+27,569+12%$17.8M$19.6M+$1.8M2026-10-08
Factor Wealth Management LTD
DECREASED256,036325,862-69,826-21%$25.4M$19.6M-$5.8M2026-10-08
Choreo, LLC
INCREASED255,231180,722+74,509+41%$14.1M$19.5M+$5.4M2026-10-28
Oath Planning, LLC
INCREASED254,986208,593+46,393+22%$16.3M$19.5M+$3.2M2026-10-20
Brewster Financial Planning LLC
INCREASED247,918241,799+6,119+3%$18.8M$18.9M+$102.4K2026-10-13
Wealth Dimensions Group, Ltd.
DECREASED245,478250,190-4,712-2%$19.5M$18.8M-$737.8K2026-11-02
First Horizon Corp
INCREASED243,719200,338+43,381+22%$15.6M$18.6M+$3.0M2026-10-26
Level Financial Advisors
INCREASED241,620237,879+3,741+2%$18.5M$18.5M-$73.4K2026-10-13
TD Private Client Wealth LLC
INCREASED238,537216,722+21,815+10%$16.9M$18.2M+$1.3M2026-10-28
Your Advocates Ltd., LLP
INCREASED237,069223,762+13,307+6%$17.4M$18.1M+$678.8K2026-11-03
SAX Wealth Advisors, LLC
DECREASED229,254240,584-11,330-5%$18.9M$17.5M-$1.3M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED229,230186,511+42,719+23%$14.5M$17.5M+$3.0M2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED224,834213,928+10,906+5%$16.7M$17.2M+$510.2K2026-10-14
Mustard Seed Financial, LLC
INCREASED224,053215,391+8,662+4%$16.8M$17.1M+$336.6K2026-10-30
Safir Wealth Advisors, LLC
INCREASED221,088213,718+7,370+3%$16.7M$16.9M+$240.4K2026-10-16
Investment Planning Advisors, Inc.
INCREASED220,911208,650+12,261+6%$16.3M$16.9M+$621.7K2026-10-14
Investment Partners, Ltd.
INCREASED216,052103,194+112,858+109%$8.0M$16.5M+$8.5M2026-10-29
Eagle Rock Investment Company, LLC
INCREASED207,355205,530+1,825+1%$16.0M$15.8M-$170.9K2026-10-21
HUB Investment Partners, LLC
DECREASED202,928208,717-5,789-3%$16.3M$15.5M-$757.5K2026-11-03
Stone Summit Wealth LLC
INCREASED200,665163,804+36,861+23%$12.8M$15.3M+$2.6M2026-10-14
Harfst & Associates, Inc.
INCREASED194,224188,444+5,780+3%$14.7M$14.8M+$157.0K2026-10-20
Vertrix Wealth Management, LLC
INCREASED193,041190,848+2,193+1%$14.9M$14.7M-$120.6K2026-10-13
Frankly Finances, LLC
INCREASED187,325179,877+7,448+4%$14.0M$14.3M+$297.5K2026-10-28
Compass Wealth Management, LLC
NEW186,744—+186,744——$14.3M—2026-10-30
SigFig Wealth Management, LLC
INCREASED186,155183,517+2,638+1%$14.3M$14.2M-$95.7K2026-10-07
US Bancorp \de\
DECREASED183,374185,737-2,363-1%$14.5M$14.0M-$461.4K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED181,252180,697+555+0%$14.1M$13.8M-$230.5K2026-11-03
Harpswell Capital Advisors, LLC
INCREASED177,62329,191+148,432+508%$2.3M$13.6M+$11.3M2026-10-09
PNC Financial Services Group, Inc.
DECREASED176,630180,522-3,892-2%$14.1M$13.5M-$569.9K2026-11-06
Elevate Wealth Advisory, Inc
INCREASED173,494164,155+9,339+6%$12.8M$13.3M+$465.6K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED168,042157,682+10,360+7%$12.3M$12.8M+$553.4K2026-11-06
Farmers & Merchants Investments Inc
DECREASED166,386168,486-2,100-1%$13.1M$12.7M-$414.9K2026-10-22
Alkeme Wealth, LLC
INCREASED163,164144,195+18,969+13%$11.2M$12.5M+$1.2M2026-10-08
NorthCrest Asset Manangement, LLC
INCREASED156,9066,330+150,576+2379%$491.5K$12.0M+$11.5M2026-10-13
Parker Financial LLC
INCREASED156,362152,001+4,361+3%$11.8M$11.9M+$106.5K2026-11-05
Fidato Wealth LLC
INCREASED154,543148,686+5,857+4%$11.6M$11.8M+$222.9K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED154,467154,496-290%$12.0M$11.8M-$235.5K2026-11-05
3 Factor Indexing, LLC
INCREASED153,259139,894+13,365+10%$10.9M$11.7M+$809.9K2026-10-15
City State Bank
INCREASED151,006149,098+1,908+1%$11.6M$11.5M-$79.4K2026-10-20
Hopwood Financial Services, Inc.
INCREASED149,083144,402+4,681+3%$11.3M$11.4M+$139.6K2026-10-29
Lynch Investment Planning, LLC
INCREASED148,200132,781+15,419+12%$10.3M$11.3M+$977.5K2026-10-27
Mission Wealth Management, LP
INCREASED146,423115,941+30,482+26%$9.0M$11.2M+$2.2M2026-10-15
Pines Wealth Management, LLC
DECREASED146,287147,950-1,663-1%$11.5M$11.2M-$350.5K2026-10-21
Mountain Pacific Investment Advisers LLC
DECREASED145,707146,058-3510%$11.4M$11.1M-$247.3K2026-10-29
McAdam, LLC
INCREASED143,664143,484+180+0%$11.2M$11.0M-$203.0K2026-10-21
Cherry Tree Wealth Management, LLC
INCREASED141,493140,590+903+1%$11.0M$10.8M-$143.3K2026-10-15
Focus Financial Network, Inc.
DECREASED140,803141,122-3190%$11.0M$10.8M-$237.4K2026-10-14
Parr Mcknight Wealth Management Group, LLC
INCREASED137,041112,429+24,612+22%$8.8M$10.5M+$1.7M2026-10-30
Aspire Private Capital, LLC
INCREASED135,318127,664+7,654+6%$9.9M$10.3M+$392.0K2026-11-05
RFG Advisory, LLC
DECREASED132,054158,860-26,806-17%$12.4M$10.1M-$2.3M2026-11-03
Kathmere Capital Management, LLC
INCREASED131,147126,330+4,817+4%$9.8M$10.0M+$177.3K2026-10-20
TD Waterhouse Canada Inc.
INCREASED128,95956,031+72,928+130%$4.3M$9.8M+$5.5M2026-10-16
IFG Advisors, LLC
DECREASED128,855131,806-2,951-2%$10.3M$9.8M-$424.5K2026-10-15
RF&L Wealth Management, LLC
INCREASED128,354124,199+4,155+3%$9.7M$9.8M+$129.9K2026-10-20
White Lighthouse Investment Management Inc.
INCREASED127,416124,748+2,668+2%$9.7M$9.7M+$15.5K2026-10-21
VCI Wealth Management LLC
DECREASED126,106134,999-8,893-7%$10.5M$9.6M-$883.3K2026-10-29
Successful Portfolios LLC
INCREASED125,544120,461+5,083+4%$9.3M$9.6M+$223.7K2026-10-09
Clarity Capital Advisors, LLC
INCREASED122,895117,442+5,453+5%$9.1M$9.4M+$239.3K2026-10-27
Washington Capital Management, Inc
INCREASED116,45588,655+27,800+31%$6.9M$8.9M+$2.0M2026-10-19
CGN Advisors LLC
DECREASED114,541148,625-34,084-23%$11.6M$8.8M-$2.8M2026-10-21
Arcadia Wealth Management, LLC
DECREASED113,323124,115-10,792-9%$9.7M$8.7M-$1.0M2026-10-22
Earned Wealth Advisors, LLC
INCREASED112,55587,873+24,682+28%$6.8M$8.6M+$1.8M2026-11-06
Compound Planning, Inc.
INCREASED111,142102,436+8,706+9%$8.0M$8.5M+$510.5K2026-11-05
Sfam, LLC
INCREASED110,638102,303+8,335+8%$8.0M$8.5M+$482.3K2026-11-03
Essential Planning, Llc.
INCREASED109,563109,242+321+0%$8.5M$8.4M-$140.3K2026-10-21
Parallel Advisors, LLC
INCREASED105,819102,603+3,216+3%$8.0M$8.1M+$90.7K2026-11-03
Redw Wealth LLC
DECREASED103,601139,165-35,564-26%$10.8M$7.9M-$2.9M2026-11-02
Krane Financial Solutions LLC
DECREASED103,029104,176-1,147-1%$8.1M$7.9M-$245.0K2026-10-30
Hohimer Wealth Management, LLC
INCREASED102,55094,627+7,923+8%$7.4M$7.8M+$462.5K2026-11-04
Austin Asset Management Co Inc
DECREASED101,081104,749-3,668-3%$8.2M$7.7M-$438.5K2026-10-29
Eagle Strategies LLC
INCREASED100,74210,411+90,331+868%$811.1K$7.7M+$6.9M2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED100,20597,469+2,736+3%$7.6M$7.7M+$61.8K2026-11-03
Fifth Third Securities, Inc.
INCREASED100,06658,703+41,363+70%$4.6M$7.6M+$3.1M2026-10-21
Echo45 Advisors LLC
INCREASED99,84697,127+2,719+3%$7.6M$7.6M+$61.1K2026-10-07
Thrivent Financial for Lutherans
DECREASED99,734114,395-14,661-13%$8.9M$7.6K-$8.9M2026-11-05
Uptown Financial Advisors LLC
DECREASED99,475100,179-704-1%$7.8M$7.6M-$205.1K2026-10-15
Prudent Man Advisors, LLC
INCREASED97,58190,473+7,108+8%$7.0M$7.5M+$406.4K2026-11-03
Retiremitten Financial LLC
DECREASED97,558103,693-6,135-6%$8.1M$7.5M-$589.2K2026-11-05
Patriot Investment Management Group, Inc.
INCREASED97,45777,650+19,807+26%$6.0M$7.4M+$1.4M2026-10-15
Capital Investment Advisors, LLC
DECREASED95,84998,677-2,828-3%$7.7M$7.3M-$365.1K2026-10-22
Culbertson A N & Co Inc
DECREASED94,20697,226-3,020-3%$7.6M$7.2M-$377.5K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED92,32577,370+14,955+19%$6.0M$7.1M+$1.0M2026-10-13
Bull Street Advisors, LLC
INCREASED91,21991,041+178+0%$7.1M$7.0K-$7.1M2026-10-20
Pacific Park Financial, Inc.
INCREASED90,94085,169+5,771+7%$6.6M$6.9M+$312.3K2026-10-13
Slow Capital, Inc.
DECREASED89,41591,262-1,847-2%$7.1M$6.8M-$278.9K2026-10-23
Foundation Wealth Management, Llc\pa
DECREASED88,24295,085-6,843-7%$7.4M$6.7M-$666.4K2026-10-14
Arcataur Capital Management LLC
INCREASED87,82981,401+6,428+8%$6.3M$6.7M+$368.2K2026-10-21
Integrity Investment Advisors, LLC
INCREASED87,08382,811+4,272+5%$6.5M$6.7M+$201.3K2026-11-03
Carnegie Investment Counsel
INCREASED87,02884,501+2,527+3%$6.6M$6.6M+$65.5K2026-10-20
Bath Savings Trust Co
DECREASED86,77489,259-2,485-3%$7.0M$6.6M-$324.6K2026-10-07
TFC Financial Management, Inc.
INCREASED86,56585,616+949+1%$6.7M$6.6M-$56.7K2026-10-26
Elevated Capital Advisors, LLC
INCREASED86,19684,558+1,638+2%$6.6M$6.6M-$2.5K2026-11-04
Mosley Wealth Management
INCREASED86,17178,721+7,450+9%$6.1M$6.6M+$464.1K2026-10-16
BancFirst Trust & Investment Management
INCREASED85,21481,776+3,438+4%$6.4M$6.5M+$127.6K2026-10-30
Diversified Portfolios, Inc.
DECREASED84,99489,097-4,103-5%$6.9M$6.5M-$448.0K2026-11-04
First Affirmative Financial Network
NEW82,369—+82,369——$6.3M—2026-10-21
BIP Wealth, LLC
INCREASED81,45573,053+8,402+12%$5.7M$6.2M+$531.6K2026-10-22
Bull Oak Capital, LLC
DECREASED81,14881,647-499-1%$6.4M$6.2M-$161.4K2026-10-23
Harbour Trust & Investment Management Co
INCREASED81,09876,818+4,280+6%$6.0M$6.2M+$211.0K2026-10-28
Phillip James Consulting Co.
INCREASED81,02678,750+2,276+3%$6.1M$6.2M+$55.0K2026-11-03
Neumann Capital Management, LLC
INCREASED79,75960,699+19,060+31%$4.7M$6.1M+$1.4M2026-10-15
Belleair Asset Management, LLC
INCREASED79,68165,477+14,204+22%$5.1M$6.1M+$986.4K2026-11-03
Cadent Capital Advisors, LLC
INCREASED77,33522,272+55,063+247%$1.7M$5.9M+$4.2M2026-10-09
Retirement Wealth Solutions LLC
DECREASED77,09977,578-479-1%$6.0M$5.9M-$153.8K2026-10-07
Sunesis Advisors, LLC
INCREASED76,78876,433+355+0%$6.0M$5.9M-$88.3K2026-10-26
Prosperity Planning, Inc.
INCREASED76,64870,006+6,642+9%$5.5M$5.9M+$401.7K2026-10-09
Darrow Company, Inc.
INCREASED75,92171,456+4,465+6%$5.6M$5.8M+$233.2K2026-10-22
Greenspring Advisors, LLC
INCREASED75,54834,395+41,153+120%$2.7M$5.8M+$3.1M2026-11-05
Bluestem Financial Advisors, LLC
DECREASED75,31880,452-5,134-6%$6.3M$5.8M-$513.7K2026-10-20
Kanawha Capital Management LLC
INCREASED74,15273,259+893+1%$5.7M$5.7M-$42.4K2026-10-19
Oppenheimer & Co Inc
INCREASED73,11970,406+2,713+4%$5.5M$5.6M+$101.0K2026-10-26
Valpey Financial Services, LLC
INCREASED71,47267,611+3,861+6%$5.3M$5.5M+$192.9K2026-10-30
Cooke Wealth Management, LLC
INCREASED71,37670,730+646+1%$5.5M$5.5M-$57.4K2026-10-13
Sage Investment Advisers LLC
INCREASED70,92566,468+4,457+7%$5.2M$5.4M+$240.2K2026-10-21
Consilium Wealth Advisory, LLC
INCREASED70,46068,912+1,548+2%$5.4M$5.4M+$14.2K2026-10-14
Merit Financial Group, LLC
DECREASED69,87184,175-14,304-17%$6.6M$5.3M-$1.2M2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED68,36766,656+1,711+3%$5.2M$5.2M+$30.2K2026-11-05
Ascentis Independent Advisors
INCREASED67,557634+66,923+10556%$49.4K$5.2M+$5.1M2026-11-03
Alps Advisors Inc
INCREASED67,47866,023+1,455+2%$5.1M$5.2M+$11.5K2026-11-03
Sigma Planning Corp
INCREASED67,17564,719+2,456+4%$5.0M$5.1M+$92.7K2026-10-23
Integrated Advisors Network LLC
INCREASED66,79564,839+1,956+3%$5.1M$5.1M+$51.5K2026-10-20
Manuka Financial, LLC
INCREASED66,67766,269+408+1%$5.2M$5.1M-$68.9K2026-10-16
Sterling Financial Planning, Inc.
INCREASED66,17061,799+4,371+7%$4.8M$5.1M+$240.6K2026-10-28
Gladwyn Financial Advisors, Inc.
INCREASED65,82064,405+1,415+2%$5.0M$5.0M+$10.9K2026-10-05
VestGen Advisors, LLC
DECREASED65,68070,867-5,187-7%$5.5M$5.0M-$503.3K2026-10-27
Brighton Jones LLC
INCREASED64,16656,625+7,541+13%$4.4M$4.9M+$490.7K2026-11-03
Somnio Financial Group, LLC
DECREASED62,45264,153-1,701-3%$5.0M$4.8M-$226.8K2026-10-26
Perigon Wealth Management, LLC
DECREASED60,58165,897-5,316-8%$5.1M$4.6M-$505.6K2026-10-22
Ti-Trust, Inc
INCREASED60,44158,155+2,286+4%$4.5M$4.6M+$86.8K2026-10-21
Infinity Wealth Counsel, LLC
INCREASED60,12957,238+2,891+5%$4.5M$4.6M+$134.4K2026-10-15
Omni 360 Wealth, Inc.
DECREASED59,53761,378-1,841-3%$4.8M$4.5M-$233.3K2026-10-13
United Financial Planning Group LLC
DECREASED59,44262,065-2,623-4%$4.8M$4.6M-$233.6K2026-11-04
Caldwell Trust Co
INCREASED59,01651,045+7,971+16%$4.0M$4.5M+$531.9K2026-10-30
Fonville Wealth Management LLC
INCREASED58,66456,661+2,003+4%$4.4M$4.5M+$67.4K2026-10-28
Colorado Capital Management, Inc.
INCREASED57,29849,866+7,432+15%$3.9K$4.4K+$4932026-10-15
Wealth Architects, LLC
INCREASED57,11855,922+1,196+2%$4.4M$4.4M+$6.9K2026-11-03
Oppenheimer Asset Management Inc.
INCREASED56,94553,639+3,306+6%$4.2M$4.4M+$171.6K2026-10-27
Courage Miller Partners, LLC
INCREASED56,46155,838+623+1%$4.4M$4.3M-$36.7K2026-10-21
Evensky & Katz LLC
INCREASED54,78549,579+5,206+11%$3.9M$4.2K-$3.9M2026-10-27
Pearl Planning LLC
INCREASED54,74546,281+8,464+18%$3.6M$4.2M+$576.8K2026-10-13
WBH Advisory Inc
DECREASED54,55658,139-3,583-6%$4.5M$4.2M-$361.6K2026-11-05
Phillips Financial Management, LLC
DECREASED53,85959,924-6,065-10%$4.7M$4.1M-$553.9K2026-10-19
Good Harbor Advisors, Inc.
INCREASED52,53651,117+1,419+3%$4.0M$4.0M+$31.2K2026-10-20
Cranbrook Wealth Management, LLC
DECREASED51,95153,234-1,283-2%$4.1M$4.0M-$178.4K2026-10-28
Sterling Investment Management, LLC
INCREASED51,57049,654+1,916+4%$3.9M$3.9M+$71.4K2026-10-16
McNaughton Wealth Management, LLC
INCREASED51,10849,156+1,952+4%$3.8M$3.9M+$74.9K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED51,05647,292+3,764+8%$3.7M$3.9M+$216.2K2026-10-27
Towne Trust Company, N.a
INCREASED50,96247,544+3,418+7%$3.7M$3.9M+$189.3K2026-10-28
AGF Management LTD
INCREASED50,39049,945+445+1%$3.9M$3.8M-$41.4K2026-11-03
Lanark Financial, Inc.
INCREASED50,09849,631+467+1%$3.9M$3.8M-$39.3K2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED49,80053,378-3,578-7%$4.2M$3.8M-$354.0K2026-10-08
Foster Group, Inc.
INCREASED49,78347,843+1,940+4%$3.7M$3.8M+$76.0K2026-10-13
Lodestone Wealth Management LLC
INCREASED49,69145,113+4,578+10%$3.5M$3.8M+$281.6K2026-10-14
Spire Wealth Management
INCREASED49,54533,012+16,533+50%$2.6M$3.8M+$1.2M2026-10-30
HT Partners LLC
INCREASED49,46849,103+365+1%$3.8M$3.8M-$46.3K2026-10-20
Eastern Bank
DECREASED49,01849,568-550-1%$3.9M$3.7M-$116.9K2026-10-05
Arbor Wealth Advisors LLC
INCREASED48,97246,403+2,569+6%$3.6M$3.7M+$126.2K2026-10-09
Tctc Holdings, LLC
UNCHANGED47,75547,75500%$3.7M$3.6M-$72.1K2026-11-02
BLB&B Advisors, LLC
DECREASED47,71847,877-1590%$3.7M$3.6M-$84.4K2026-10-27
B. Riley Wealth Advisors, Inc.
DECREASED46,81347,537-724-2%$3.7M$3.6M-$132.4K2026-10-13
Traveka Wealth, LLC
INCREASED46,74942,413+4,336+10%$3.3M$3.6M+$267.2K2026-10-19
Patten Group, Inc.
INCREASED46,30345,024+1,279+3%$3.5M$3.5M+$29.7K2026-10-26
Bokf, NA
INCREASED46,10820,571+25,537+124%$1.6M$3.5M+$1.9M2026-10-27
TCI Wealth Advisors, Inc.
DECREASED45,99546,687-692-1%$3.6M$3.5M-$123.4K2026-10-30
XY Planning Network, Inc.
INCREASED45,84941,386+4,463+11%$3.2M$3.5M+$278.5K2026-10-14
Sellwood Investment Partners LLC
INCREASED45,58045,402+178+0%$3.5M$3.5M-$55.0K2026-11-03
Ackerman Capital Advisors, LLC
DECREASED45,29346,750-1,457-3%$3.6M$3.5M-$181.9K2026-10-30
Red Mountain Financial, LLC
INCREASED45,16044,872+288+1%$3.5M$3.5M-$45.7K2026-11-03
Naples Global Advisors, LLC
INCREASED44,43735,289+9,148+26%$2.7M$3.4M+$645.7K2026-11-05
Welch & Forbes LLC
DECREASED44,25249,210-4,958-10%$3.8M$3.4M-$453.1K2026-11-04
Aletheian Wealth Advisors LLC
INCREASED43,84939,118+4,731+12%$3.0M$3.4M+$302.4K2026-10-08
Citizens Financial Group Inc
INCREASED43,79543,673+122+0%$3.4M$3.3M-$56.7K2026-10-23
Moller Wealth Partners
DECREASED43,76245,604-1,842-4%$3.6M$3.3M-$209.5K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED43,54941,370+2,179+5%$3.2M$3.3M+$103.9K2026-11-04
Compass Wealth Management LLC
INCREASED42,95038,720+4,230+11%$3.0M$3.3M+$264.7K2026-10-22
First Hawaiian Bank
INCREASED42,93541,621+1,314+3%$3.2M$3.3M+$37.5K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED42,89243,031-1390%$3.4M$3.3M-$75.6K2026-11-04
Meridian Wealth Management, LLC
DECREASED42,43644,352-1,916-4%$3.5M$3.2M-$212.7K2026-11-05
Ridgewood Investments LLC
DECREASED42,39559,535-17,140-29%$4.6M$3.2M-$1.4M2026-10-05
DBK Financial Counsel, LLC
INCREASED41,93141,796+135+0%$3.3M$3.2M-$52.8K2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED41,90220,475+21,427+105%$1.6M$3.2M+$1.6M2026-11-03
Maseco LLP
INCREASED41,51419,974+21,540+108%$1.6M$3.2M+$1.6M2026-10-27
Connecticut Wealth Management, LLC
DECREASED41,09646,542-5,446-12%$3.6M$3.1M-$486.3K2026-10-13
Leeward Financial Partners, LLC
DECREASED40,86541,220-355-1%$3.2M$3.1M-$89.4K2026-10-23
Allodium Investment Consultants, LLC
INCREASED40,81437,413+3,401+9%$2.9M$3.1M+$203.4K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED40,73835,257+5,481+16%$2.7M$3.1M+$365.5K2026-10-08
Central Pacific Bank - Trust Division
INCREASED40,59637,851+2,745+7%$2.9M$3.1M+$152.6K2026-10-06
Glass Jacobson Investment Advisors llc
INCREASED40,06318,396+21,667+118%$1.4M$3.1M+$1.6M2026-10-26
Evanson Financial, LLC
INCREASED40,00735,111+4,896+14%$2.7M$3.1M+$321.0K2026-10-23
Legacy Wealth Partners, LLC
INCREASED37,91735,713+2,204+6%$2.8M$2.9M+$114.5K2026-10-15
Jacobsen Capital Management
INCREASED37,74036,570+1,170+3%$2.8M$2.9M+$34.2K2026-10-27
FC Advisory LLC
INCREASED37,49537,385+110+0%$2.9M$2.9M-$48.0K2026-10-05
Websterrogers Financial Advisors, LLC
INCREASED37,46335,916+1,547+4%$2.8M$2.9M+$64.0K2026-11-02
Affinity Capital Advisors, LLC
DECREASED37,39339,940-2,547-6%$3.1M$2.9M-$250.1K2026-10-13
Woodside Wealth Management LLC
INCREASED36,84335,639+1,204+3%$2.8M$2.8M+$38.2K2026-10-16
Acropolis Investment Management, LLC
DECREASED36,28336,330-470%$2.8M$2.8M-$58.5K2026-10-08
MCF Advisors LLC
DECREASED35,75336,379-626-2%$2.8M$2.7M-$102.8K2026-10-28
Alpha Omega Wealth Management LLC
DECREASED34,66535,461-796-2%$2.8M$2.6M-$114.4K2026-10-23
Aspirean Wealth, LLC
DECREASED34,55437,689-3,135-8%$2.9M$2.6M-$296.4K2026-11-03
Opus Financial Solutions LLC
DECREASED33,38536,324-2,939-8%$2.8M$2.6M-$279.4K2026-11-06
Brighton Securities Corp.
INCREASED33,15531,691+1,464+5%$2.5M$2.5M+$64.0K2026-10-08
Good Steward Wealth Advisors,LLC
INCREASED32,88930,583+2,306+8%$2.4M$2.5M+$130.0K2026-11-06
HB Wealth Management, LLC
DECREASED32,87047,016-14,146-30%$3.7M$2.5M-$1.2M2026-10-23
Fidelis iM, LLC
DECREASED32,82833,432-604-2%$2.6M$2.5M-$96.6K2026-10-16
Columbia Asset Management
INCREASED32,75632,731+25+0%$2.6M$2.5M-$47.5K2026-10-19
Avion Wealth
DECREASED32,72432,891-167-1%$2.6M$2.5K-$2.6M2026-11-04
Level Wealth Management LLC
DECREASED32,53034,088-1,558-5%$2.7M$2.5M-$170.5K2026-10-23
Eclectic Associates Inc
INCREASED32,12229,584+2,538+9%$2.3M$2.5M+$149.2K2026-10-09
Old Port Advisors
DECREASED31,97132,144-173-1%$2.5M$2.4M-$61.8K2026-10-23
Absolute Capital Management, LLC
INCREASED31,53228,118+3,414+12%$2.2M$2.4M+$218.4K2026-10-16
Evergreen Wealth Management, LLC
INCREASED31,37828,421+2,957+10%$2.2M$2.4M+$183.0K2026-11-06
Everett Harris & Co
UNCHANGED31,25431,25400%$2.4M$2.4M-$47.2K2026-10-28
PFG Advisors
DECREASED31,03133,240-2,209-7%$2.6M$2.4M-$219.0K2026-10-16
PW Nova Financial Services LLC
INCREASED31,01727,347+3,670+13%$2.1M$2.4M+$239.1K2026-10-15
Independent Financial Group, LLC
DECREASED30,58030,818-238-1%$2.4M$2.3M-$64.7K2026-10-13
Aerodigm Wealth, LLC
INCREASED30,44921,195+9,254+44%$1.7M$2.3M+$675.0K2026-10-16
Koshinski Asset Management, Inc.
INCREASED30,41429,494+920+3%$2.3M$2.3M+$25.7K2026-10-29
AMG National Trust Bank
INCREASED30,24816,489+13,759+83%$1.3M$2.3M+$1.0M2026-11-05
Certior Financial Group, LLC
INCREASED30,23630,185+51+0%$2.4M$2.3M-$41.7K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED30,12529,587+538+2%$2.3K$2.3K-$32026-10-27
MMA Asset Management LLC
UNCHANGED29,84429,84400%$2.3M$2.3M-$45.1K2026-11-02
Evolution Wealth Advisors, LLC
INCREASED29,74227,140+2,602+10%$2.1M$2.3M+$157.8K2026-11-03
Chicago Partners Investment Group LLC
INCREASED29,69528,903+792+3%$2.2M$2.3M+$43.2K2026-10-27
Paladin Partners, LLC
INCREASED29,60327,797+1,806+7%$2.2M$2.3M+$96.0K2026-10-06
Compass Ion Advisors, LLC
INCREASED29,43213,503+15,929+118%$1.1M$2.2M+$1.2M2026-10-23
Soltis Investment Advisors LLC
INCREASED29,40829,078+330+1%$2.3M$2.2M-$18.7K2026-10-28
GreatBanc Trust Co
INCREASED29,15728,782+375+1%$2.2M$2.2M-$14.8K2026-11-04
AUA Capital Management, LLC
DECREASED28,97132,079-3,108-10%$2.5M$2.2M-$285.9K2026-10-15
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED28,61529,078-463-2%$2.3M$2.2M-$79.3K2026-10-27
Marathon Wealth Advisors LLC
INCREASED28,57827,218+1,360+5%$2.1M$2.2M+$62.8K2026-11-04
Family Wealth Partners, LLC
DECREASED28,51129,607-1,096-4%$2.3M$2.2M-$128.4K2026-10-20
Level Four Advisory Services, LLC
INCREASED28,29223,300+4,992+21%$1.8M$2.2M+$346.2K2026-11-06
Bfsg, LLC
DECREASED28,16929,159-990-3%$2.3M$2.2M-$119.7K2026-10-30
Robinswood Financial LLC
DECREASED28,01737,336-9,319-25%$2.9M$2.1M-$764.8K2026-10-20
180 Wealth Advisors, LLC
DECREASED27,79128,981-1,190-4%$2.3M$2.1M-$134.6K2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED27,60627,60600%$2.2M$2.1M-$41.7K2026-10-16
Thompson Investment Management, Inc.
DECREASED27,58627,588-20%$2.1M$2.1M-$41.9K2026-10-14
Old National Bancorp
INCREASED27,45227,296+156+1%$2.1M$2.1M-$29.3K2026-10-20
First Interstate Bank
INCREASED27,15726,743+414+2%$2.1M$2.1M-$8.8K2026-10-23
HMV Wealth Advisors, LLC
DECREASED27,12227,152-300%$2.1M$2.1M-$43.3K2026-10-27
Massachusetts Wealth Management
DECREASED26,88627,442-556-2%$2.1M$2.1M-$83.9K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED26,63423,702+2,932+12%$1.8M$2.0M+$188.2K2026-10-26
Bryant Woods Investment Advisors, LLC
NEW26,631—+26,631——$2.0M—2026-10-26
Crestwood Advisors Group, LLC
DECREASED26,38527,937-1,552-6%$2.2M$2.0M-$161.1K2026-10-27
CoreCap Advisors, LLC
INCREASED25,62025,428+192+1%$2.0M$2.0M-$23.8K2026-10-08
Summit Wealth Group LLC / Co
DECREASED25,44727,192-1,745-6%$2.1M$1.9M-$174.4K2026-10-29
Provident Wealth Management, LLC
DECREASED25,41627,260-1,844-7%$2.1M$1.9M-$182.0K2026-10-20
Greenbush Financial Group, LLC
INCREASED25,35225,325+27+0%$2.0M$1.9M-$36.2K2026-10-15
Baker Avenue Asset Management, LP
DECREASED25,24925,494-245-1%$2.0M$1.9M-$57.2K2026-11-06
Tritonpoint Wealth, LLC
DECREASED25,04625,348-302-1%$2.0M$1.9M-$61.3K2026-10-19
J. Safra Sarasin Holding AG
UNCHANGED25,00025,00000%$1.9M$1.9M-$37.8K2026-10-26
Legacy Advisors, LLC
INCREASED24,79010,648+14,142+133%$829.6K$1.9M+$1.1M2026-10-19
Everhart Financial Group, Inc.
DECREASED24,54125,891-1,350-5%$2.0M$1.9M-$142.3K2026-10-08
Joel Isaacson & Co., LLC
DECREASED24,45024,614-164-1%$1.9M$1.9M-$49.7K2026-11-05
Hickory Point Bank & Trust
INCREASED24,41522,515+1,900+8%$1.8M$1.9M+$111.2K2026-10-01
SC&H Financial Advisors, Inc.
INCREASED24,23824,109+129+1%$1.9M$1.9M-$26.5K2026-10-14
Bdfs Capital LLC
INCREASED23,98520,846+3,139+15%$1.6M$1.8M+$208.3K2026-10-14
Family Legacy, Inc.
INCREASED23,86023,722+138+1%$1.8M$1.8M-$25.3K2026-10-13
Valley Wealth Managers, Inc.
DECREASED23,78047,336-23,556-50%$3.7M$1.8M-$1.9M2026-10-09
Fiduciary Advisors, Inc.
DECREASED23,78023,902-122-1%$1.9M$1.8M-$45.4K2026-10-16
Moisand Fitzgerald Tamayo, LLC
DECREASED23,63027,260-3,630-13%$2.1M$1.8M-$318.5K2026-10-15
Wedbush Securities Inc
INCREASED23,60923,599+10+0%$1.8M$1.8K-$1.8M2026-10-22
StoneX Group Inc.
INCREASED23,58313,361+10,222+77%$1.0M$1.8M+$760.9K2026-11-03
IFP Advisors, Inc
INCREASED23,43622,298+1,138+5%$1.7M$1.8M+$53.3K2026-10-16
Signal Advisors Wealth, LLC
INCREASED23,41319,762+3,651+18%$1.5M$1.8M+$249.1K2026-10-13
MGO One Seven LLC
DECREASED23,32976,518-53,189-70%$6.0M$1.8M-$4.2M2026-10-28
Outlook Wealth Advisors, LLC
INCREASED23,03820,867+2,171+10%$1.6M$1.8M+$134.4K2026-10-28
Powerhouse Assets LLC
INCREASED22,87120,500+2,371+12%$1.6M$1.7M+$150.3K2026-10-19
Riverbend Wealth Management, LLC
INCREASED22,63017,835+4,795+27%$1.4M$1.7M+$339.3K2026-10-15
Bluedoor Private Wealth, LLC
DECREASED22,57126,304-3,733-14%$2.0M$1.6M-$412.9K2026-11-05
Northwest Wealth Management, LLC
INCREASED22,40222,360+42+0%$1.7M$1.7M-$30.6K2026-10-30
Anchor Capital Advisors LLC
DECREASED22,33022,395-650%$1.7M$1.7M-$38.8K2026-11-05
Allen Investment Management, LLC
DECREASED21,35321,625-272-1%$1.7M$1.6M-$53.4K2026-11-03
L.K. Benson & Company, P.C.
INCREASED21,35216,667+4,685+28%$1.3M$1.6M+$332.8K2026-10-23
Aries Wealth Management
INCREASED21,22021,168+52+0%$1.6M$1.6M-$28.0K2026-10-23
Nations Financial Group Inc,
DECREASED21,17721,889-712-3%$1.7M$1.6M-$87.4K2026-11-05
Madrid Wealth Management, LLC
DECREASED20,99424,962-3,968-16%$1.9M$1.6M-$340.8K2026-10-23
UMB Bank, n.a.
INCREASED20,91320,063+850+4%$1.6M$1.6M+$34.6K2026-11-06
Randall & Associates Wealth Management
NEW20,861—+20,861——$1.6M—2026-10-20
Endeavor Private Wealth, Inc.
DECREASED20,65922,970-2,311-10%$1.8M$1.6M-$211.3K2026-11-05
First American Bank
INCREASED20,5457,587+12,958+171%$591.1K$1.6M+$978.5K2026-10-27
Indivisible Partners
NEW20,535—+20,535——$1.6M—2026-10-26
Sagace Wealth Management LLC
INCREASED20,37119,479+892+5%$1.5M$1.6M+$38.7K2026-10-28
M Holdings Securities, Inc.
NEW20,222—+20,222——$1.6K—2026-11-03
Legacy Solutions, LLC
INCREASED20,07918,053+2,026+11%$1.4M$1.5M+$127.5K2026-10-07
Security Financial Services, Inc.
DECREASED19,41019,509-99-1%$1.5M$1.5M-$37.0K2026-10-29
Global Wealth Management Investment Advisory, Inc.
DECREASED19,35219,468-116-1%$1.5M$1.5M-$38.3K2026-11-04
Howard Financial Services, Ltd.
INCREASED19,22816,096+3,132+19%$1.3M$1.5M+$215.0K2026-10-15
Ascent Wealth Partners, LLC
INCREASED18,84817,781+1,067+6%$1.4M$1.4M+$54.7K2026-10-23
Selective Wealth Management, Inc.
DECREASED18,54418,851-307-2%$1.5M$1.4M-$44.8K2026-10-16
Kondo Wealth Advisors, Inc.
INCREASED18,53518,370+165+1%$1.4M$1.4M-$15.2K2026-10-19
Navigate Wealth Management, LLC
INCREASED18,49413,827+4,667+34%$1.1M$1.4M+$338.4K2026-10-14
Keybank National Association
INCREASED18,37218,223+149+1%$1.4M$1.4M-$16.1K2026-11-04
Ascent Group, LLC
DECREASED18,23921,276-3,037-14%$1.7M$1.4M-$264.2K2026-10-30
Flagstar Securities, Inc
INCREASED18,13515,148+2,987+20%$1.2M$1.4M+$205.3K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED18,12813,417+4,711+35%$1.0M$1.4M+$339.7K2026-10-26
Rockwood Wealth Management, LLC
INCREASED18,05617,960+96+1%$1.4M$1.4M-$19.8K2026-10-27
Guidance Capital, Inc
INCREASED17,93017,036+894+5%$1.3M$1.4M+$53.4K2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED17,77217,77200%$1.4K$1.4K-$272026-10-13
Waller Financial Planning Group, Inc
DECREASED17,64517,808-163-1%$1.4M$1.3M-$39.3K2026-10-07
Bison Wealth, LLC
DECREASED17,54817,618-700%$1.4M$1.3M-$29.7K2026-10-13
Montag A & Associates Inc
DECREASED17,35420,433-3,079-15%$1.6M$1.3M-$266.1K2026-10-29
Stonebridge Financial Group, LLC
DECREASED16,98518,673-1,688-9%$1.5M$1.3M-$157.1K2026-10-01
Ashton Thomas Securities, LLC
DECREASED16,91019,307-2,397-12%$1.5M$1.3M-$213.0K2026-10-26
Womack Financial LLC
INCREASED16,89114,865+2,026+14%$1.2M$1.3M+$132.3K2026-10-14
Rosenberg Matthew Hamilton
DECREASED16,68917,296-607-4%$1.3M$1.3M-$72.5K2026-10-05
NBT Bank, N.A.
DECREASED16,59617,021-425-2%$1.3M$1.3M-$58.2K2026-10-21
Genesis Private Wealth, LLC
INCREASED16,5653,631+12,934+356%$282.9K$1.3M+$982.7K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED16,09516,342-247-2%$1.3M$1.2M-$43.5K2026-11-05
Juncture Wealth Strategies, LLC
DECREASED15,97116,603-632-4%$1.3M$1.2M-$73.4K2026-10-06
Cacti Asset Management LLC
DECREASED15,803110,293-94,490-86%$8.6M$1.2M-$7.4M2026-10-01
Smithbridge Asset Management Inc
UNCHANGED15,55015,55000%$1.2M$1.2M-$23.5K2026-10-19
Cumberland Advisors Inc
INCREASED15,31514,780+535+4%$1.2M$1.2M+$18.6K2026-10-30
Syntegra Private Wealth Group, LLC
INCREASED15,28314,735+548+4%$1.1M$1.2M+$19.6K2026-10-13
Archer Investment Corp
INCREASED15,05610,627+4,429+42%$827.9K$1.2M+$322.4K2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED15,02714,055+972+7%$1.1M$1.1M+$53.0K2026-10-13
Sloy Dahl & Holst, LLC
INCREASED14,87214,816+56+0%$1.2M$1.1M-$18.1K2026-10-14
Mengis Capital Management, Inc.
DECREASED14,87026,592-11,722-44%$2.1M$1.1M-$935.7K2026-10-13
Fortis Group Advisors, LLC
NEW14,765—+14,765——$1.1M—2026-11-06
CWA Asset Management Group, LLC
DECREASED14,40214,655-253-2%$1.1M$1.1M-$41.5K2026-10-19
Hall Laurie J Trustee
UNCHANGED14,26714,26700%$1.1M$1.1M-$21.5K2026-10-06
Zeit Capital LLC
DECREASED14,264139,747-125,483-90%$10.9M$10.7M-$171.6K2026-10-19
LongView Wealth Management
DECREASED14,18115,166-985-6%$1.2M$1.1M-$98.2K2026-10-19
Rossby Financial, LCC
INCREASED14,14210,962+3,180+29%$854.2K$1.1M+$226.3K2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED14,0848,371+5,713+68%$652.2K$1.1M+$423.9K2026-10-19
International Assets Investment Management, LLC
INCREASED14,04913,755+294+2%$1.1M$1.1M+$4.3K2026-11-02
TritonPoint Partners, LLC
DECREASED13,81625,550-11,734-46%$2.0M$1.1M-$935.1K2026-11-05
Transcendent Capital Group LLC
DECREASED13,75913,946-187-1%$1.1M$1.1M-$35.4K2026-10-28
Shuttleworth & Co
INCREASED13,61013,037+573+4%$1.0M$1.0M+$24.1K2026-10-30
Csenge Advisory Group
DECREASED13,53913,863-324-2%$1.1M$1.0M-$45.6K2026-11-04
Blueprint Financial Advisors LLC
NEW13,531—+13,531——$1.0M—2026-10-28
Amicus Financial Advisors, LLC
INCREASED13,43013,337+93+1%$1.0M$1.0M-$13.0K2026-11-03
Prairie Advisory, LLC
INCREASED13,3187,277+6,041+83%$567.0K$1.0M+$450.5K2026-10-19
Americana Partners, LLC
DECREASED13,08613,606-520-4%$1.1M$999.8K-$60.3K2026-10-28
KFA Private Wealth Group, LLC
NEW12,969—+12,969——$990.8K—2026-10-07
Trust Co of Vermont
DECREASED12,88613,126-240-2%$1.0M$984.5K-$38.2K2026-10-21
Lynx Investment Advisory
INCREASED12,80512,653+152+1%$985.8K$978.3K-$7.5K2026-10-27
Schwartz Investment Counsel Inc
DECREASED12,75013,750-1,000-7%$1.1M$974.1K-$97.2K2026-10-26
Retirement Planning Group, LLC
DECREASED12,35013,668-1,318-10%$1.1M$943.5K-$121.3K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED12,15413,052-898-7%$1.0M$928.6K-$88.3K2026-10-05
Acorn Wealth Advisors, LLC
INCREASED12,06011,939+121+1%$930.2K$921.4K-$8.8K2026-10-19
Chapin Davis, Inc.
DECREASED12,03612,524-488-4%$975.7K$919.6K-$56.1K2026-10-09
Aspiriant, LLC
INCREASED12,0193,714+8,305+224%$289.4K$918.3K+$628.9K2026-10-16
Southland Equity Partners LLC
DECREASED11,85912,193-334-3%$950.0K$906.0K-$43.9K2026-10-14
Andrews, Lucia Wealth Management LLC
INCREASED11,55810,001+1,557+16%$779.1K$883.0K+$103.9K2026-11-02
RCS Financial Planning, LLC
DECREASED11,55318,496-6,943-38%$1.4M$882.7K-$558.3K2026-10-14
Unison Advisors LLC
DECREASED11,55311,868-315-3%$924.6K$882.7K-$42.0K2026-10-29
Calamos Wealth Management LLC
INCREASED11,36110,333+1,028+10%$805.0K$868.0K+$62.9K2026-11-02
Aprio Wealth Management, LLC
DECREASED11,30912,961-1,652-13%$1.0M$864.0K-$145.8K2026-10-28
Oak Grove Capital LLC
UNCHANGED11,29011,29000%$879.6K$862.6K-$17.0K2026-10-09
Lodestar Private Asset Management LLC
INCREASED11,1475,216+5,931+114%$406.4K$851.6K+$445.2K2026-10-26
MBL Wealth, LLC
DECREASED11,05011,105-550%$865.2K$844.2K-$21.0K2026-10-22
TrustWell Financial Advisors, LLC
INCREASED11,03010,957+73+1%$853.7K$842.7K-$11.0K2026-10-15
Opus Capital Group, LLC
DECREASED10,97511,095-120-1%$864.0K$838-$863.2K2026-10-30
Simplicity Wealth,LLC
INCREASED10,9547,577+3,377+45%$590.3K$836.9K+$246.5K2026-10-23
Texas Bank & Trust Co
UNCHANGED10,94010,94000%$852.3K$835.8K-$16.5K2026-11-04
Cooper Financial Group
DECREASED10,93511,121-186-2%$866.4K$835.4K-$31.0K2026-10-07
Reap Financial Group, LLC
INCREASED10,87910,000+879+9%$779.1K$831.1K+$52.0K2026-11-02
Clearstead Advisors, LLC
INCREASED10,8739,643+1,230+13%$751.3K$830.7K+$79.4K2026-11-06
PUREfi Wealth, LLC
NEW10,844—+10,844——$828.5K—2026-10-19
Center For Asset Management LLC
DECREASED10,76811,078-310-3%$863.1K$822.7K-$40.4K2026-10-16
Lido Advisors, LLC
INCREASED10,7576,371+4,386+69%$496.4K$821.9K+$325.5K2026-11-04
Equity Investment Corp
INCREASED10,65310,545+108+1%$821.6K$813.9K-$7.7K2026-11-04
RED Cedar Investment Management, LLC
UNCHANGED10,56010,56000%$822.7K$806.8K-$15.9K2026-11-04
GC Wealth Management RIA, LLC
UNCHANGED10,45710,45700%$814.7K$798.9K-$15.8K2026-11-02
Alhambra Investment Management LLC
INCREASED10,45410,067+387+4%$784.4K$798.7K+$14.4K2026-10-15
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED10,44010,44000%$813.4K$797.6K-$15.8K2026-10-22
Emergent Wealth Advisors, LLC
INCREASED10,23910,224+15+0%$796.6K$782.2K-$14.3K2026-10-09
Global Financial Private Client, LLC
DECREASED10,19515,219-5,024-33%$1.2M$778.9K-$406.8K2026-10-15
Gridiron Partners, LLC
UNCHANGED10,04110,04100%$779.7K$767.1K-$12.6K2026-10-08
HBE Wealth Management, LLC
DECREASED10,01310,127-114-1%$789.0K$765.0K-$24.0K2026-11-06
Allegiance Financial Group Advisory Services LLC
INCREASED9,9819,892+89+1%$770.7K$762.5K-$8.1K2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED9,8759,87500%$769.4K$754.5K-$14.9K2026-10-13
Cornerstone Planning Group LLC
DECREASED9,8089,831-230%$761.6K$749.1K-$12.5K2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED9,7619,831-70-1%$765.9K$745.7K-$20.2K2026-11-03
Ballast Financial Advisors LLC
INCREASED9,7219,286+435+5%$723.5K$742.7K+$19.2K2026-10-26
First Premier Bank
INCREASED9,7099,237+472+5%$720$742+$222026-10-13
Acorn Financial Advisory Services Inc
DECREASED9,6669,906-240-2%$771.8K$738.5K-$33.3K2026-11-02
Planning Strategies Inc.
DECREASED9,57410,139-565-6%$789.9K$731.5K-$58.5K2026-10-02
Lighthouse Wealth Management Inc.
DECREASED9,46210,582-1,120-11%$824.4K$722.9K-$101.5K2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED9,41518,830-9,415-50%$1.5M$719.3K-$748.8K2026-10-15
Able Financial Group, LLC
UNCHANGED9,3579,35700%$729.0K$714.9K-$14.1K2026-10-14
Powers Advisory Group, LLC
DECREASED9,32911,114-1,785-16%$865.9K$712.8K-$153.1K2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED9,2459,24500%$720.3K$706.3K-$14.0K2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED9,1299,12900%$711.2K$697.5K-$13.8K2026-10-13
Gradient Capital Advisors, LLC
DECREASED9,09710,982-1,885-17%$855.6K$695.0K-$160.6K2026-10-21
Atlatl Advisers LLC
DECREASED9,0789,328-250-3%$726.7K$693.6K-$33.2K2026-10-22
FSM Wealth Advisors, LLC
DECREASED9,05512,145-3,090-25%$946.2K$691.9K-$254.3K2026-10-27
Van Cleef Asset Management,Inc
INCREASED9,0418,848+193+2%$689.3K$690.7K+$1.4K2026-10-20
Security National Bank
UNCHANGED9,0309,03000%$703.5K$689.9K-$13.6K2026-10-26
Davidson Trust Co
DECREASED9,0239,044-210%$704.5K$689.3K-$15.3K2026-10-09
Elevation Wealth Partners, LLC
INCREASED8,9908,923+67+1%$695.2K$686.8K-$8.4K2026-10-07
Strategic Blueprint, LLC
INCREASED8,9846,220+2,764+44%$484.6K$686.4K+$201.8K2026-10-22
Washington Trust Bank
DECREASED8,93013,418-4,488-33%$1.0M$682.3K-$363.1K2026-11-03
Matisse Capital
UNCHANGED8,8238,82300%$687.4K$674.1K-$13.3K2026-10-29
International Private Wealth Advisors LLC
DECREASED8,7878,823-360%$687.4K$671.3K-$16.1K2026-11-05
Kelly Financial Services LLC
DECREASED8,7469,297-551-6%$724.3K$668.2K-$56.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED8,4858,146+339+4%$631.3K$649.6K+$18.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED8,4858,146+339+4%$631.3K$649.6K+$18.3K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED8,3254,979+3,346+67%$387.9K$636.0K+$248.2K2026-10-21
Donalies Financial Planning, LLC
INCREASED8,3238,172+151+2%$636.7K$635.8K-$8742026-10-19
Archford Capital Strategies, LLC
INCREASED8,3143,418+4,896+143%$266.3K$635.2K+$368.9K2026-10-19
Essex LLC
NEW8,257—+8,257——$630.8K—2026-10-14
Compass Financial Group, Inc. (Ohio)
DECREASED8,17381,665-73,492-90%$6.4M$624.4K-$5.7M2026-10-19
McClarren Financial Advisors, Inc.
INCREASED8,1728,089+83+1%$630.2K$624.4K-$5.8K2026-10-15
Barrett & Company, Inc.
DECREASED8,1039,310-1,207-13%$725.4K$619.1K-$106.3K2026-10-22
Frank, Rimerman Advisors LLC
DECREASED8,0898,153-64-1%$635.2K$618.0K-$17.2K2026-10-16
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED8,0457,145+900+13%$556.7K$614.6K+$58.0K2026-10-13
Guardsman Private Capital Management, Inc.
UNCHANGED7,9327,93200%$618.0K$606.0K-$12.0K2026-10-19
Brookmont Capital Management
INCREASED7,8767,108+768+11%$553.8K$601.7K+$47.9K2026-10-23
Courier Capital LLC
DECREASED7,8158,454-639-8%$658.7K$597.1K-$61.6K2026-10-19
Glenview Trust Co
NEW7,713—+7,713——$589.3K—2026-10-28
Keudell ison Wealth Management
DECREASED7,6309,030-1,400-15%$703.5K$582.9K-$120.6K2026-10-16
Noesis Capital Mangement Corp
NEW7,629—+7,629——$582.9K—2026-10-26
Creative Financial Designs Inc
INCREASED7,6244,834+2,790+58%$376.6K$582.5K+$205.9K2026-11-04
Facet Wealth, Inc.
DECREASED7,6219,946-2,325-23%$774.9K$582.2K-$192.6K2026-11-04
Elevatus Welath Management
DECREASED7,612109,778-102,166-93%$8.6M$581.6K-$8.0M2026-10-19
Integrity Advisory Solutions, LLC
INCREASED7,5294,374+3,155+72%$340.8K$575.2K+$234.4K2026-10-29
Team Financial Group, LLC
INCREASED7,4827,451+31+0%$580.5K$571.6K-$8.9K2026-10-30
RIA Advisory Group LLC
INCREASED7,4307,355+75+1%$573.0K$567.7K-$5.3K2026-10-15
Prospera Financial Services Inc
DECREASED7,4278,090-663-8%$631.2K$573.1K-$58.1K2026-11-04
Tortoise Investment Management, LLC
INCREASED7,4207,288+132+2%$567.8K$566.9K-$9552026-11-06
Delta Financial Advisors LLC
INCREASED7,4166,617+799+12%$515.5K$566.6K+$51.0K2026-10-27
Intergy Private Wealth, LLC
INCREASED7,3906,710+680+10%$522.7K$564.6K+$41.8K2026-10-16
Regions Financial Corp
INCREASED7,3727,299+73+1%$568.7K$563.2K-$5.4K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED7,3697,36900%$574.1K$563.0K-$11.1K2026-10-16
NBH Bank
DECREASED7,3617,635-274-4%$594.8K$562.4K-$32.5K2026-11-05
Vestia Personal Wealth Advisors
INCREASED7,3316,068+1,263+21%$473.4K$560.1K+$86.7K2026-10-20
SRH Advisors, LLC
UNCHANGED7,3137,31300%$569.8K$558.7K-$11.0K2026-10-22
Two West Capital Advisors LLC
INCREASED7,2376,992+245+4%$542.8K$552.7K+$9.9K2026-10-15
Burney Co/
DECREASED7,1897,669-480-6%$597.5K$549.3K-$48.3K2026-10-15
Woodward Financial Advisors, Inc.
INCREASED7,1527,132+20+0%$555.7K$546.4K-$9.3K2026-10-19
Accelerate Investment Advisors LLC
DECREASED7,1257,216-91-1%$562.3K$544.3K-$17.9K2026-11-02
CWS Financial Advisors, LLC
INCREASED7,0826,808+274+4%$530.4K$541.0K+$10.6K2026-10-16
SpringVest Wealth Management LLC
INCREASED7,0687,036+32+0%$548.2K$540.0K-$8.2K2026-10-27
BCS Wealth Management
INCREASED7,0407,039+1+0%$548.3K$537.8K-$10.5K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED7,0176,993+24+0%$544.8K$536.1K-$8.7K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED6,9006,90000%$537.6K$527.2K-$10.4K2026-10-29
Samalin Investment Counsel, LLC
INCREASED6,8846,836+48+1%$532.6K$526.0K-$6.6K2026-10-23
Synergy Asset Management, LLC
INCREASED6,8663,287+3,579+109%$256.1K$524.6K+$268.5K2026-11-05
Integrity Alliance, Llc.
INCREASED6,7665,793+973+17%$451.3K$516.9K+$65.6K2026-10-29
Evergreen Capital Management LLC
UNCHANGED6,7016,70100%$522.1K$512.0K-$10.1K2026-10-23
Life Planning Partners, Inc
DECREASED6,6636,733-70-1%$524.6K$509.1K-$15.5K2026-10-28
APS Management Group, Inc.
INCREASED6,6486,444+204+3%$502.0K$507.9K+$5.9K2026-10-14
West Bancorporation Inc
INCREASED6,6272,886+3,741+130%$224.8K$506.3K+$281.5K2026-10-29
Gibraltar Capital Management, Inc.
UNCHANGED6,6006,60000%$514.2K$504.2K-$10.0K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED6,5485,652+896+16%$440.4K$500.2K+$59.9K2026-11-05
My Personal CFO, LLC
DECREASED6,5357,519-984-13%$585.8K$499.3K-$86.5K2026-10-14
Wiregrass Investment Management LLC
UNCHANGED6,5006,50000%$506.4K$496.6K-$9.8K2026-11-05
Epiq Partners, LLC
INCREASED6,4843,475+3,009+87%$270.7K$495.4K+$224.7K2026-10-07
James Investment Research, Inc.
DECREASED6,4766,554-78-1%$510.6K$494.8K-$15.9K2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED6,4503,334+3,116+93%$259.8K$492.8K+$233.1K2026-10-15
Trilogy Capital Inc.
DECREASED6,3796,994-615-9%$544.9K$487.4K-$57.5K2026-10-20
Sidoxia Capital Management, LLC
INCREASED6,3566,071+285+5%$473.0K$485.6K+$12.6K2026-10-28
Cogent Strategic Wealth LLC
DECREASED6,3286,348-200%$494.5K$483.4K-$11.1K2026-10-22
Canvas Wealth Advisors, LLC
DECREASED6,3087,185-877-12%$559.8K$485.1K-$74.6K2026-11-02
Breakwater Investment Management
DECREASED6,2856,579-294-4%$512.6K$480.2K-$32.4K2026-10-20
Shepherd Financial Partners LLC
DECREASED6,2819,464-3,183-34%$737.3K$479.9K-$257.5K2026-11-03
TrueWealth Advisors, LLC
INCREASED6,2396,146+93+2%$478.8K$476.7K-$2.1K2026-10-09
Altiora Financial Group, LLC
INCREASED6,2195,478+741+14%$426.8K$475.2K+$48.4K2026-11-04
WBI Investments, LLC
DECREASED6,1176,195-78-1%$482.7K$467.3K-$15.3K2026-11-05
Seizert Capital Partners, LLC
INCREASED6,1146,054+60+1%$471.7K$467.1K-$4.6K2026-10-30
Integrated Wealth Management
DECREASED6,0456,136-91-1%$478.1K$461.8K-$16.2K2026-10-19
RAM Investment Partners, LLC
NEW6,036—+6,036——$461.2K—2026-10-21
Armbruster Capital Management, Inc.
DECREASED5,96211,087-5,125-46%$863.8K$455.5K-$408.3K2026-10-19
WoodTrust Financial Corp
INCREASED5,9455,284+661+13%$412.0K$454-$411.5K2026-10-09
Baron Financial Group, LLC
DECREASED5,9205,940-200%$462.8K$452.3K-$10.5K2026-10-09
Nova Financial LLC
NEW5,844—+5,844——$446.5K—2026-11-04
Larson Financial Group LLC
DECREASED5,80213,964-8,162-58%$1.1M$443.3K-$644.6K2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED5,7775,474+303+6%$426.5K$441.3K+$14.9K2026-10-19
Shayne & Jacobs, LLC
UNCHANGED5,7755,77500%$449.9K$441.2K-$8.7K2026-10-21
Reicon Wealth Advisors, LLC
UNCHANGED5,7505,75000%$448.0K$439.3K-$8.7K2026-11-04
Uptick Partners, LLC
INCREASED5,7394,905+834+17%$382.1K$438.5K+$56.3K2026-11-04
LVW Advisors, LLC
UNCHANGED5,7375,73700%$447.0K$438.3K-$8.7K2026-10-19
Fiduciary Financial Group, LLC
INCREASED5,7225,566+156+3%$433.6K$437.2K+$3.5K2026-10-13
Ritholtz Wealth Management
INCREASED5,7204,256+1,464+34%$331.6K$437.0K+$105.4K2026-11-05
United Advisor Group, LLC
DECREASED5,7015,840-139-2%$455.0K$435.5K-$19.4K2026-11-03
MeadowBrook Investment Advisors LLC
INCREASED5,6901,825+3,865+212%$140.0K$421.5K+$281.5K2026-10-29
Reston Wealth Management LLC
DECREASED5,6406,940-1,300-19%$540.7K$430.9K-$109.8K2026-10-29
One Degree Advisors Inc
NEW5,622—+5,622——$429.0K—2026-11-06
A. D. Beadell Investment Counsel, Inc.
DECREASED5,6065,614-80%$437$428-$92026-10-14
CogentBlue Wealth Advisors, LLC
DECREASED5,6015,673-72-1%$442.0K$427.9K-$14.1K2026-10-09
Alamar Capital Management, LLC
UNCHANGED5,6005,60000%$436.3K$427.8K-$8.5K2026-11-02
Hippocratic Financial Advisors, LLC
UNCHANGED5,4665,46600%$425.9K$417.6K-$8.3K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED5,4474,764+683+14%$371.2K$416.2K+$45.0K2026-10-30
Global Assets Advisory, LLC
UNCHANGED5,3515,35100%$415.4K$407.7K-$7.6K2026-10-28
Revisor Wealth Management LLC
DECREASED5,3395,479-140-3%$426.9K$408.9K-$18.1K2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED5,3165,315+1+0%$411.8K$406.8K-$5.0K2026-10-21
First Citizens Bank & Trust Co
DECREASED5,2865,423-137-3%$422.5K$403.9K-$18.7K2026-10-14
TBH Global Asset Management, LLC
UNCHANGED5,2645,26400%$410.1K$402.2K-$7.9K2026-11-03
Private Trust Co NA
INCREASED5,2464,758+488+10%$370.7K$400.8K+$30.1K2026-10-20
Ballentine Capital Advisors, Inc
INCREASED5,2465,214+32+1%$406.2K$400.8K-$5.4K2026-10-14
Livet Wealth, LLC
UNCHANGED5,2345,23400%$407.8K$399.9K-$7.9K2026-10-27
Bridgelight Financial Advisors, Inc.
INCREASED5,2295,190+39+1%$404.3K$399.5K-$4.9K2026-10-20
HCR Wealth Advisors
DECREASED5,1996,526-1,327-20%$508.5K$397.2K-$111.3K2026-10-15
Todd Asset Management LLC
UNCHANGED5,1925,19200%$404.5K$396.7K-$7.8K2026-10-27
Hoge Financial Services, LLC
INCREASED5,1885,159+29+1%$401.9K$396.3K-$5.6K2026-11-05
Cambridge Capital Management, LLC
INCREASED5,1535,101+52+1%$397.4K$393.7K-$3.7K2026-10-19
Montecito Bank & Trust
UNCHANGED5,1535,15300%$401.5K$393.7K-$7.8K2026-10-01
Mainstream Capital Management LLC
DECREASED5,0715,298-227-4%$412.8K$387.4K-$25.3K2026-10-23
Krilogy Financial LLC
DECREASED5,05510,284-5,229-51%$801.2K$386.2K-$415.1K2026-10-13
Money Concepts Capital Corp
INCREASED5,0424,823+219+5%$375.7K$385.2K+$9.5K2026-11-06
Tennessee Valley Asset Management Partners
INCREASED5,0273,712+1,315+35%$289.3K$384.1K+$94.8K2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED5,0184,723+295+6%$367.9K$383.4K+$15.5K2026-10-21
Elevate Capital Advisors, LLC
DECREASED4,9957,762-2,767-36%$604.7K$381.6K-$223.1K2026-11-02
BAR Harbor Wealth Management
UNCHANGED4,9794,97900%$387.9K$380.4K-$7.5K2026-10-21
Monument Group Wealth Advisors, LLC
DECREASED4,9405,110-170-3%$449.2K$377.4K-$71.8K2026-10-21
TruNorth Capital Management, LLC
DECREASED4,93613,135-8,199-62%$1.0M$377.1K-$646.2K2026-10-14
Chatham Capital Group, Inc.
DECREASED4,9146,714-1,800-27%$523.1K$375.4K-$147.7K2026-10-16
J.M. Arbour, LLC
INCREASED4,8454,614+231+5%$359.5K$370.1K+$10.7K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED4,7854,657+128+3%$362.8K$365.6K+$2.8K2026-10-23
Wealth Advisory Solutions, LLC
DECREASED4,7714,921-150-3%$383.4K$364.5K-$18.9K2026-10-20
SBI Securities Co., Ltd.
INCREASED4,7244,264+460+11%$332.2K$360.9K+$28.7K2026-10-22
Woodmont Investment Counsel LLC
INCREASED4,7103,710+1,000+27%$289.0K$359.8K+$70.8K2026-10-29
Wynn Capital, LLC
UNCHANGED4,7004,70000%$366.2K$359.1K-$7.1K2026-10-13
Duncker Streett & Co Inc
INCREASED4,6784,620+58+1%$359.9K$357.4K-$2.5K2026-10-27
Elmwood Wealth Management, Inc.
DECREASED4,6684,893-225-5%$381.2K$356.6K-$24.5K2026-10-14
ARK & TLK Investments, LLC
DECREASED4,6615,431-770-14%$423.1K$356.1K-$67.0K2026-10-20
Forthright Family Wealth Advisory LLC
INCREASED4,6404,618+22+0%$359.8K$354.5K-$5.3K2026-11-03
Clear Creek Financial Management, LLC
INCREASED4,6094,260+349+8%$331.9K$352.1K+$20.3K2026-10-28
S.A. Mason LLC
UNCHANGED4,5754,57500%$356.4K$349.5K-$6.9K2026-10-13
Compass Financial Management LLC
DECREASED4,5474,629-82-2%$360.1K$347.4K-$12.7K2026-10-30
Guyasuta Investment Advisors Inc
DECREASED4,5184,697-179-4%$365.9K$345.2K-$20.8K2026-10-15
Raleigh Capital Management Inc.
INCREASED4,5054,467+38+1%$348.0K$344.2K-$3.8K2026-10-28
Biltmore Family Office, LLC
DECREASED4,4874,622-135-3%$360.1K$342.8K-$17.3K2026-11-03
Keener Financial Planning LLC
UNCHANGED4,4654,46500%$347.0K$341.1K-$5.9K2026-11-06
Element Pointe Advisors, LLC
UNCHANGED4,4414,44100%$346.0K$339.3K-$6.7K2026-10-21
Clientfirst Wealth Management, LLC
UNCHANGED4,4374,43700%$345.7K$339.0K-$6.7K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED4,4285,148-720-14%$401.0K$338.3K-$62.8K2026-10-21
Private Management Group Inc
UNCHANGED4,4204,42000%$344.4K$337.7K-$6.7K2026-11-04
EnRich Financial Partners LLC
INCREASED4,4054,013+392+10%$312.7K$336.5K+$23.9K2026-10-21
Tucker Asset Management LLC
INCREASED4,4033,282+1,121+34%$255.7K$336.4K+$80.7K2026-10-29
Prospera Capital Management, LLC
INCREASED4,3784,358+20+0%$338.9K$333.6K-$5.3K2026-10-19
Whitener Capital Management, Inc.
INCREASED4,3754,295+80+2%$334.6K$334.3K-$3732026-10-15
Pinnacle Bancorp, Inc.
INCREASED4,3634,065+298+7%$316.7K$333.3K+$16.6K2026-10-21
Portland Financial Advisors Inc
INCREASED4,3532,971+1,382+47%$231.5K$332.6K+$101.1K2026-10-26
Narus Financial Partners, LLC
DECREASED4,3297,488-3,159-42%$583.4K$330.7K-$252.7K2026-10-19
Chemistry Wealth Management LLC
UNCHANGED4,3044,30400%$335.3K$328.8K-$6.5K2026-10-16
Washington Trust Advisors, Inc.
DECREASED4,2186,159-1,941-32%$479.8K$322.3K-$157.6K2026-10-22
Frontier Asset Management, LLC
INCREASED4,2094,184+25+1%$326.0K$321.6K-$4.4K2026-10-28
Pioneer Wealth Management Group
NEW4,174—+4,174——$318.9K—2026-10-09
Plancorp, LLC
INCREASED4,1644,148+16+0%$321.3K$321.0K-$3852026-11-03
Harbor Investment Advisory, LLC
DECREASED4,1344,144-100%$322.9K$315.8K-$7.0K2026-10-13
Fisher Asset Management, LLC
DECREASED4,0855,103-1,018-20%$397.6K$312.1K-$85.5K2026-11-06
Wingate Wealth Advisors, Inc.
DECREASED4,0624,514-452-10%$351.7K$310.4K-$41.3K2026-10-26
Ironwood Wealth Management, Llc.
INCREASED4,0443,943+101+3%$307.2K$309.0K+$1.8K2026-10-28
Warner Financial, Inc
INCREASED4,0163,649+367+10%$284.3K$306.8K+$22.5K2026-11-06
William John Sempolinski
UNCHANGED4,0004,00000%$311.6K$305.6K-$6.0K2026-10-20
Valtinson Bruner Financial Planning LLC
INCREASED3,9723,088+884+29%$240.6K$303.4K+$62.9K2026-11-02
Parkway Wealth Management Group, LLC
NEW3,945—+3,945——$301.4K—2026-10-20
Prudent Investor Advisors, LLC
NEW3,941—+3,941——$301.1K—2026-10-22
Moneco Advisors, LLC
DECREASED3,8935,883-1,990-34%$458.3K$297.5K-$160.9K2026-11-05
Milestone Investment Advisors LLC
INCREASED3,8893,887+2+0%$302.9K$297.1K-$5.8K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED3,8863,340+546+16%$260.2K$296.9K+$36.7K2026-10-30
Beacon Financial Advisory LLC
DECREASED3,8858,904-5,019-56%$693.7K$296.8K-$396.9K2026-10-16
Central Trust Co
INCREASED3,8841,159+2,725+235%$90.3K$296.7K+$206.4K2026-11-05
Accurate Wealth Management, LLC
INCREASED3,8393,517+322+9%$272.9K$293.2K+$20.2K2026-10-20
KFG LLC
NEW3,834—+3,834——$292.9K—2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED3,8253,736+89+2%$291.1K$292.2K+$1.2K2026-10-16
Watchman Group, Inc.
UNCHANGED3,8023,80200%$296.2K$290.5K-$5.7K2026-10-16
Emprise Bank
NEW3,777—+3,777——$288.6K—2026-10-07
Ignite Planners, LLC
INCREASED3,7623,612+150+4%$281.4K$287.4K+$6.0K2026-10-14
Midwest Trust Co
INCREASED3,7523,719+33+1%$289.7K$286.7K-$3.1K2026-10-22
Verus Capital Partners, LLC
NEW3,736—+3,736——$285.5K—2026-11-03
Lockerman Financial Group, Inc.
DECREASED3,7323,882-150-4%$302.4K$285.1K-$17.3K2026-10-19
Maia Wealth LLC
DECREASED3,7283,869-141-4%$301.5K$284.8K-$16.7K2026-10-19
Retirement Guys Formula LLC
INCREASED3,6793,662+17+0%$284.1K$280.6K-$3.6K2026-10-26
Jacobi Capital Management LLC
DECREASED3,6443,702-58-2%$288.4K$278.4K-$10.0K2026-11-05
Howard Capital Management Group, LLC
UNCHANGED3,6413,64100%$283.7K$278.2K-$5.5K2026-10-16
Montz Harcus Wealth Management LLC
INCREASED3,6353,170+465+15%$247.0K$277.7K+$30.7K2026-10-09
Wealth Forward, LLC
DECREASED3,6159,001-5,386-60%$701.3K$276.2K-$425.1K2026-10-14
Sovran Advisors, LLC
DECREASED3,5884,045-457-11%$313.8K$276.0K-$37.9K2026-11-02
Linscomb Wealth, Inc.
DECREASED3,5655,154-1,589-31%$401.5K$272.3K-$129.2K2026-11-05
Radnor Capital Management, LLC
UNCHANGED3,5473,54700%$276.3K$271.0K-$5.4K2026-10-23
Baker Ellis Asset Management LLC
DECREASED3,5008,500-5,000-59%$662.2K$267.4K-$394.8K2026-10-14
MidAtlantic Capital Management, Inc.
INCREASED3,4963,494+2+0%$272.2K$267.1K-$5.1K2026-11-05
Squire Investment Management Company, LLC
DECREASED3,4234,129-706-17%$321.7K$261.6K-$60.1K2026-11-03
Mainsail Asset Management, LLC
INCREASED3,4103,391+19+1%$263.4K$260.2K-$3.2K2026-10-14
E&G Advisors, LLC
DECREASED3,3603,370-100%$262.6K$256.7K-$5.9K2026-10-13
Hiley Hunt Wealth Management
DECREASED3,3576,477-3,120-48%$504.6K$256.5K-$248.1K2026-10-08
Aufman Associates Inc
DECREASED3,3533,389-36-1%$264.0K$256.1K-$7.9K2026-11-04
Axxcess Wealth Management, LLC
NEW3,348—+3,348——$255.8K—2026-10-21
Penobscot Investment Management Company, Inc.
DECREASED3,3383,588-250-7%$279.6K$255.0K-$24.5K2026-10-26
Townsend Financial Planning, LLC
DECREASED3,3366,686-3,350-50%$520.9K$254.9K-$266.0K2026-11-02
Nabity-Jensen Investment Management Inc
UNCHANGED3,3323,33200%$259.6K$254.6K-$5.0K2026-10-23
Churchill Financial Advisors, LLC
DECREASED3,3023,347-45-1%$260.8K$252.3K-$8.5K2026-10-20
Shepherd Street Advisors LLC
DECREASED3,2933,554-261-7%$276.2K$251.5K-$24.7K2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED3,2673,26700%$254.5K$249.6K-$4.9K2026-10-19
LJI Wealth Management, LLC
DECREASED3,2663,965-699-18%$308.9K$249.5K-$59.4K2026-10-28
Guardian Asset Advisors, LLC
INCREASED3,2583,157+101+3%$246.0K$248.9K+$2.9K2026-10-16
Tenon Financial LLC
INCREASED3,2313,214+17+1%$250.4K$246.8K-$3.6K2026-10-14
Collaborative Wealth Managment Inc.
UNCHANGED3,1793,17900%$247.7K$242.9K-$4.8K2026-11-06
Verde Capital Management
DECREASED3,1553,869-714-18%$301.5K$241.1K-$60.4K2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED3,1223,115+7+0%$242.7K$238.5K-$4.2K2026-10-27
Triumph Capital Management
INCREASED3,1092,625+484+18%$204.5K$237.6K+$33.0K2026-10-14
Buck Wealth Strategies, LLC
DECREASED3,0976,637-3,540-53%$517.1K$236.6K-$280.5K2026-10-28
Cdkv Holdings LLC
INCREASED3,0752,961+114+4%$230.7K$234.9K+$4.2K2026-10-28
BNC Wealth Management, LLC
INCREASED3,0743,064+10+0%$238.7K$234.9K-$3.9K2026-10-19
Richardson Financial Services Inc.
UNCHANGED3,0723,07200%$239.3K$234.7K-$4.6K2026-10-30
High Net Worth Advisory Group LLC
INCREASED3,0672,884+183+6%$224.7K$234.3K+$9.6K2026-10-26
Meritas Wealth Management, LLC
INCREASED3,0593,051+8+0%$237.7K$233.7K-$4.0K2026-10-14
Three Bridge Wealth Advisors, LLC
INCREASED3,0563,025+31+1%$235.7K$233.5K-$2.2K2026-11-05
Fort Washington Investment Advisors Inc
UNCHANGED3,0173,01700%$235.1K$230.5K-$4.6K2026-10-15
Clear Wave Wealth Management LLC
UNCHANGED3,0083,00800%$234.3K$229.8K-$4.5K2026-11-04
Opinicus Capital, Inc.
INCREASED3,0022,892+110+4%$225.3K$229.4K+$4.1K2026-10-28
Wolff Financial Management LLC
INCREASED2,9542,934+20+1%$228.6K$225.7K-$2.9K2026-10-23
Baskin Financial Services Inc.
UNCHANGED2,9452,94500%$229$225-$42026-10-19
JIM Saulnier & Associates, LLC
DECREASED2,9313,676-745-20%$286.4K$223.9K-$62.5K2026-11-04
Towerpoint Wealth, LLC
UNCHANGED2,9112,91100%$226.8K$222.4K-$4.4K2026-10-13
Goldstein Advisors, LLC
INCREASED2,9102,861+49+2%$222.9K$222.3K-$6192026-10-15
Windsor Capital Management, LLC
INCREASED2,8952,894+1+0%$225.5K$221.1K-$4.4K2026-10-13
Olio Financial Planning
INCREASED2,8592,732+127+5%$212.8K$218.4K+$5.6K2026-10-22
Markowski Investments
DECREASED2,8572,863-60%$223.1K$218.3K-$4.8K2026-10-30
Advisor Resource Council
NEW2,845—+2,845——$216.9K—2026-11-05
AdvisorNet Financial, Inc
DECREASED2,7604,609-1,849-40%$359.1K$210.9K-$148.2K2026-10-15
Liberty Capital Management, Inc.
NEW2,749—+2,749——$210.0K—2026-11-02
Smith Thornton Advisors LLC
UNCHANGED2,7282,72800%$211.3K$208.4K-$2.9K2026-10-16
ASL Financial, LLC
NEW2,721—+2,721——$207.9K—2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED2,7195,097-2,378-47%$397.1K$207.7K-$189.4K2026-11-05
Arnold Financial Planning LLC
DECREASED2,7143,167-453-14%$246.7K$207.4K-$39.4K2026-10-20
Atlas Wealth Partners, LLC
UNCHANGED2,6862,68600%$209.3K$205.2K-$4.1K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED2,6752,925-250-9%$227.9K$204.4K-$23.5K2026-11-02
Northside Capital Management, LLC
NEW2,650—+2,650——$202.5K—2026-10-13
Granite FO LLC
UNCHANGED2,6282,62800%$204.7K$200.8K-$4.0K2026-10-14
DecisionPoint Financial, LLC
INCREASED2,525891+1,634+183%$69.2K$192.7K+$123.5K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED2,5002,50000%$194.8K$191.0K-$3.8K2026-10-23
American Capital Advisory, LLC
UNCHANGED2,4942,49400%$194.3K$190.5K-$3.8K2026-10-28
Latitude Advisors, LLC
NEW2,388—+2,388——$182.4K—2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED2,3732,489-116-5%$193.9K$180.1K-$13.8K2026-11-02
Ares Financial Consulting, LLC
UNCHANGED2,3002,30000%$179.2K$175.7K-$3.5K2026-10-19
Balentine LLC
DECREASED2,2742,876-602-21%$224.0K$173.8K-$50.3K2026-11-03
Blume Capital Management, Inc.
UNCHANGED2,2002,20000%$171.4K$168.1K-$3.3K2026-10-26
Cape Investment Advisory, Inc.
DECREASED2,1112,175-64-3%$169.5K$161.3K-$8.2K2026-10-13
Key Capital Management, Inc
NEW1,804—+1,804——$137.8K—2026-11-03
WPG Advisers, LLC
UNCHANGED1,7641,76400%$137.4K$134.8K-$2.7K2026-10-27
Coastline Trust Co
INCREASED1,6461,640+6+0%$127.8K$125.8K-$2.0K2026-10-01
Pioneer Family Office, LLC
UNCHANGED1,6371,63700%$127.5K$125.1K-$2.5K2026-10-30
Kelleher Financial Advisors
DECREASED1,6322,960-1,328-45%$230.6K$124.7K-$105.9K2026-10-30
Golden State Wealth Management, LLC
DECREASED1,5532,358-805-34%$183.8K$118.7K-$65.1K2026-11-02
Beacon Financial Strategies Corp
DECREASED1,5431,704-161-9%$132.8K$117.9K-$14.9K2026-10-14
Robinson Value Management, Ltd.
INCREASED1,4781,066+412+39%$83.1K$112.9K+$29.9K2026-10-20
Community Bank, N.A.
DECREASED1,3001,350-50-4%$105.2K$99.3K-$5.8K2026-11-06
Gilpin Wealth Management, LLC
INCREASED1,2911,280+11+1%$99.7K$98.6K-$1.1K2026-10-09
Abound Wealth Management
NEW1,246—+1,246——$95.2K—2026-10-26
Clayton Financial Group LLC
NEW1,229—+1,229——$93.9K—2026-10-13
Signature Equity Partners, LLC
INCREASED1,217650+567+87%$50.6K$93.0K+$42.3K2026-10-29
Global Trust Asset Management, LLC
UNCHANGED1,1471,14700%$89.4K$87.6K-$1.7K2026-10-19
Clean Yield Group
UNCHANGED1,0641,06400%$82.9K$81.3K-$1.6K2026-10-28
Wealth Enhancement Trust Services, Inc.
NEW1,031—+1,031——$78.8K—2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,0191,01900%$79.0K$78-$78.9K2026-10-14
Vestor Capital, LLC
NEW1,008—+1,008——$121—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED97197100%$75.7K$74.2K-$1.5K2026-10-15
First Pacific Financial
INCREASED964954+10+1%$74.3K$73.6K-$6892026-10-14
DT Investment Partners, LLC
NEW947—+947——$72.4K—2026-10-27
Y.D. More Investments Ltd
INCREASED888508+380+75%$39.6K$67.8K+$28.3K2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED85585500%$66.6K$65.3K-$1.3K2026-10-16
Evolution Wealth Management Inc.
DECREASED845945-100-11%$73.6K$64.6K-$9.1K2026-10-28
Laurel Wealth Advisors LLC
NEW800—+800——$61.1K—2026-10-27
Tompkins Financial Corp
UNCHANGED76876800%$59.8K$58.7K-$1.2K2026-10-05
Pacific Center for Financial Services
DECREASED668733-65-9%$57.1K$51.1K-$6.0K2026-10-15
Peoples Financial Services Corp.
UNCHANGED62562500%$48.7K$47.8K-$9372026-10-20
Hanson & Doremus Investment Management
UNCHANGED60060000%$47.0K$46-$47.0K2026-10-16
Creative Capital Management Investments LLC
INCREASED595583+12+2%$45.4K$45.5K+$362026-10-28
Trust Co of Toledo NA
DECREASED5821,782-1,200-67%$138.8K$44.5K-$94.4K2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED564602-38-6%$46.9K$43.2K-$3.8K2026-10-27
Guardian Partners Inc.
UNCHANGED55055000%$42.9K$42.0K-$8302026-10-21
Transce3nd, LLC
INCREASED534282+252+89%$21.9K$40.9K+$19.0K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED4981,183-685-58%$92.2K$38.1K-$54.1K2026-10-26
Horrell Capital Management, Inc.
UNCHANGED48548500%$37.8K$37.1K-$7322026-10-08
Hazlett, Burt & Watson, Inc.
DECREASED4801,495-1,015-68%$20.1K$37-$20.1K2026-11-04
West Paces Advisors Inc.
UNCHANGED46746700%$36.4K$35.7K-$7052026-10-13
Birchwood Financial Partners, Inc.
DECREASED452900-448-50%$70.1K$34.5K-$35.6K2026-11-02
Center for Financial Planning, Inc.
UNCHANGED45045000%$35.1K$34.4K-$6802026-10-26
Kingdom Financial Group Llc.
DECREASED4391,460-1,021-70%$113.8K$33.5K-$80.2K2026-11-04
Financial Perspectives, Inc
UNCHANGED42742700%$33.3K$32.6K-$6452026-11-03
Investors Research Corp
UNCHANGED42442400%$33.0K$32.4K-$6402026-10-07
Winthrop Capital Management, LLC
UNCHANGED34734700%$27.0K$26.5K-$4892026-11-05
Bangor Savings Bank
UNCHANGED33333300%$25.9K$25.4K-$5032026-10-06
Quest 10 Wealth Builders, Inc.
UNCHANGED32732700%$25.5K$25.0K-$4942026-11-02
GK Wealth Management LLC
NEW316—+316——$24.1K—2026-10-09
POM Investment Strategies, LLC
NEW310—+310——$23.7K—2026-10-20
Versant Capital Management, Inc
UNCHANGED29129100%$22.7K$22.2K-$4402026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED281182+99+54%$14.2K$21.5K+$7.3K2026-10-27
Tower View Wealth Management LLC
INCREASED265263+2+1%$20.5K$20.3K-$1902026-10-23
Clark Wealth Partners
UNCHANGED25025000%$19.5K$19.1K-$3782026-10-19
Bank of New Hampshire
DECREASED240320-80-25%$24.9K$18.3K-$6.6K2026-10-06
Bayban
UNCHANGED21121100%$16.4K$16.4K$02026-11-05
Highline Wealth Partners LLC
NEW200—+200——$15.3K—2026-10-19
Chapman Financial Group, LLC
UNCHANGED20020000%$15.6K$15.3K-$3022026-10-26
Portfolio Resources Advisor Group, Inc.
UNCHANGED19819800%$15.4K$15.1K-$2992026-10-20
Asset Dedication, LLC
DECREASED185336-151-45%$26.2K$14.1K-$12.0K2026-11-03
Costello Asset Management, Inc
INCREASED173171+2+1%$13.4K$13.2K-$1242026-10-30
Bare Financial Services, Inc
INCREASED172170+2+1%$13.2K$13.1K-$1232026-11-04
Tradewinds Capital Management, LLC
UNCHANGED17017000%$13.2K$13.0K-$2572026-10-23
Foresight Capital Management Advisors, Inc.
NEW167—+167——$12.8K—2026-10-27
Nemes Rush Group LLC
DECREASED161226-65-29%$17.6K$12.3K-$5.3K2026-11-04
Peachtree Investment Partners, LLC
INCREASED161156+5+3%$12.2K$12.3K+$1662026-11-05
Investment Research & Advisory Group, Inc.
INCREASED142140+2+1%$10.9K$10.8K-$1012026-10-19
Southern Michigan Bank & Trust
UNCHANGED13513500%$10.5K$10.3K-$2042026-10-19
Sofi Wealth, LLC
INCREASED134130+4+3%$10.2K$10.2K+$952026-10-27
Westside Investment Management, Inc.
UNCHANGED13013000%$10.1K$9.9K-$1962026-11-02
CX Institutional
UNCHANGED11411400%$9$9$02026-10-02
Arlington Trust Co LLC
INCREASED112102+10+10%$7.9K$8.6K+$6102026-10-20
Blueline Advisors LLC
DECREASED106787-681-87%$61.3K$8.1K-$53.1K2026-10-15
Lloyd Advisory Services, Llc.
INCREASED106105+1+1%$8.2K$8.1K-$762026-11-02
Advocate Investing Services LLC
UNCHANGED10310300%$8.0K$7.9K-$1562026-10-26
Wolff Wiese Magana LLC
UNCHANGED10310300%$8.0K$7.9K-$1552026-10-15
Key FInancial Inc
DECREASED100193-93-48%$15.0K$7.6K-$7.4K2026-11-02
Coston, McIsaac & Partners
INCREASED9897+1+1%$7$7.5K+$7.5K2026-11-06
Tsfg, LLC
DECREASED87112-25-22%$9$7-$22026-10-23
Covestor Ltd
DECREASED8696-10-10%$8$7-$12026-10-30
Concord Wealth Partners
INCREASED7877+1+1%$6.0K$6.0K-$562026-11-02
Acumen Wealth Advisors, LLC
NEW76—+76——$5.8K—2026-11-05
4Thought Financial Group Inc.
INCREASED7266+6+9%$5.1K$5.5K+$3302026-11-02
Pflug Koory, LLC
INCREASED6867+1+1%$5.2K$5.2K-$492026-10-26
Quaker Wealth Management, LLC
UNCHANGED666600%$5.1K$5.0K-$1002026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW60—+60——$4.6K—2026-10-23
GHP Investment Advisors, Inc.
INCREASED5330+23+77%$2.3K$4.1K+$1.7K2026-10-15
Adirondack Trust Co
UNCHANGED535300%$4.1K$4.0K-$792026-10-14
Legacy Bridge, LLC
UNCHANGED505000%$3.9K$3.8K-$762026-10-28
Indiana Trust & Investment Management Co
UNCHANGED484800%$3.7K$3.7K-$732026-10-22
Heritage Family Offices, LLP
NEW45—+45——$3.4K—2026-11-02
Provenance Wealth Advisors, LLC
NEW42—+42——$3.2K—2026-10-30
Barnes Dennig Private Wealth Management LLC
NEW40—+40——$3.1K—2026-10-30
Northstar Asset Management Co
DECREASED301,480-1,450-98%$114.7K$2.3K-$112.4K2026-10-22
GGM Financial LLC
DECREASED2936-7-19%$2.8K$2.2K-$6062026-11-05
McCarley & Cook Financial Planners
UNCHANGED282800%$2.2K$2.1K-$422026-10-21
Valued Wealth Advisors LLC
UNCHANGED262600%$2.0K$2.0K-$392026-11-05
Cedar Mountain Advisors, LLC
DECREASED2570-45-64%$5.5K$1.9K-$3.5K2026-10-15
Valley National Advisers Inc
UNCHANGED222200%$1.7K$1.7K-$342026-10-23
AlphaCore Capital LLC
UNCHANGED212100%$1.7K$1.6K-$322026-11-04
Atlantic Edge Private Wealth Management, LLC
UNCHANGED181800%$1.4K$1.4K-$272026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED151500%$1.2K$1.1K-$222026-10-30
Balance Wealth Partners LLC
NEW12—+12——$917—2026-10-27
Allspring Global Investments Holdings, LLC
NEW2—+2——$152—2026-11-04
Kroeger Financial Partners
UNCHANGED2200%$156$153-$32026-10-19
Tounjian Advisory Partners, LLC
DECREASED112-11-92%$919$46-$8732026-11-04
Trust Co
UNCHANGED1100%$78$77-$12026-10-09
Hoey Investments, Inc
UNCHANGED1100%$52$52$02026-10-29
Mather Group, Llc.
UNCHANGED1100%$75$50-$252026-10-14
Gables Capital Management Inc.
UNCHANGED1100%$78$76-$22026-11-04
Mills Wealth Advisors LLC
CLOSED0107,263-107,263-100%$8.4M$0-$8.4M2026-10-22
PCG Asset Management, LLC
CLOSED087,365-87,365-100%$6.8M$0-$6.8M2026-11-05
Apex Wealth Management, LLC
CLOSED060,281-60,281-100%$4.7M$0-$4.7M2026-10-20
Quartz Partners, LLC
CLOSED016,180-16,180-100%$1.3M$0-$1.3M2026-11-03
Verum Partners LLC
CLOSED015,318-15,318-100%$1.2M$0-$1.2M2026-10-21
Parisi Gray Wealth Management
CLOSED013,082-13,082-100%$1.0M$0-$1.0M2026-10-16
FSA Investment Group, LLC
CLOSED09,548-9,548-100%$743.9K$0-$743.9K2026-10-07
Quadrant Capital Group LLC
CLOSED09,360-9,360-100%$729.2K$0-$729.2K2026-10-20
Dmkc Advisory Services, LLC
CLOSED08,282-8,282-100%$645.2K$0-$645.2K2026-11-04
Capital City Trust Co
CLOSED06,814-6,814-100%$530.9K$0-$530.9K2026-10-22
Kestra Investment Management, LLC
CLOSED06,785-6,785-100%$528.6K$0-$528.6K2026-11-04
Argus Investors' Counsel, Inc.
CLOSED06,091-6,091-100%$474.6K$0-$474.6K2026-10-09
World Equity Group, Inc.
CLOSED05,958-5,958-100%$464.3K$0-$464.3K2026-10-14
Hardworking Capital Advisors, LLC
CLOSED05,835-5,835-100%$454.6K$0-$454.6K2026-10-20
Valeo Financial Advisors, LLC
CLOSED05,259-5,259-100%$409.7K$0-$409.7K2026-10-08
Garde Capital, Inc.
CLOSED05,251-5,251-100%$409.1K$0-$409.1K2026-10-29
Redhawk Wealth Advisors, Inc.
CLOSED05,189-5,189-100%$404.3K$0-$404.3K2026-10-14
Visionary Wealth Advisors
CLOSED05,031-5,031-100%$391.9K$0-$391.9K2026-11-04
Country Trust Bank
CLOSED04,921-4,921-100%$383.4K$0-$383.4K2026-10-30
Dutch Asset Corp
CLOSED04,800-4,800-100%$374.0K$0-$374.0K2026-10-20
SeaBridge Investment Advisors LLC
CLOSED04,029-4,029-100%$313.9K$0-$313.9K2026-11-02
Davidson Investment Advisors
CLOSED04,000-4,000-100%$311.6K$0-$311.6K2026-10-20
Altar Rock LLC
CLOSED03,883-3,883-100%$302.5K$0-$302.5K2026-11-06
Penney Financial, LLC
CLOSED03,830-3,830-100%$298.4K$0-$298.4K2026-10-20
Serenity Investment Advisors
CLOSED03,500-3,500-100%$271.7K$0-$271.7K2026-10-30
WealthPlan Investment Management, LLC
CLOSED03,189-3,189-100%$248.5K$0-$248.5K2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED03,123-3,123-100%$243.3K$0-$243.3K2026-11-05
Seelaus Asset Management LLC
CLOSED03,085-3,085-100%$240.3K$0-$240.3K2026-10-14
Guild Investment Management, Inc.
CLOSED03,000-3,000-100%$233.7K$0-$233.7K2026-11-03
SVB Wealth LLC
CLOSED02,986-2,986-100%$232.6K$0-$232.6K2026-11-06
Wetzel Investment Advisors, Inc.
CLOSED02,763-2,763-100%$215.3K$0-$215.3K2026-10-13
KRM Wealth Management L.L.C.
CLOSED02,616-2,616-100%$203.8K$0-$203.8K2026-11-02
FDx Advisors, Inc.
CLOSED02,572-2,572-100%$200.0K$0-$200.0K2026-11-05
LifeSteps Financial, Inc.
CLOSED01,404-1,404-100%$109.4K$0-$109.4K2026-10-15
Pacifica Partners Inc.
CLOSED01,292-1,292-100%$100.5K$0-$100.5K2026-10-09
Align Financial, LLC
CLOSED01,059-1,059-100%$82.5K$0-$82.5K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED0717-717-100%$55.9K$0-$55.9K2026-11-04
SYM Financial Corp
CLOSED0585-585-100%$45.6K$0-$45.6K2026-10-26
Jnba Financial Advisors
CLOSED0439-439-100%$34.2K$0-$34.2K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0410-410-100%$31.9K$0-$31.9K2026-10-14
Cassaday & Co Wealth Management LLC
CLOSED0350-350-100%$27.3K$0-$27.3K2026-10-27
Capital Investment Counsel, Inc
CLOSED0235-235-100%$18.3K$0-$18.3K2026-10-20
Signaturefd, LLC
CLOSED0211-211-100%$16.4K$0-$16.4K2026-10-23
Prudent Man Investment Management, Inc.
CLOSED0204-204-100%$16.1K$0-$16.1K2026-11-03
North Star Investment Management Corp.
CLOSED0188-188-100%$14.6K$0-$14.6K2026-10-27
Rakuten Securities, Inc.
CLOSED0100-100-100%$7.8K$0-$7.8K2026-11-02
Nfsg Corp
CLOSED096-96-100%$7.5K$0-$7.5K2026-10-15
Mcdonald Partners LLC
CLOSED075-75-100%$5.8K$0-$5.8K2026-11-03
Gleason Group, Inc.
CLOSED040-40-100%$3.1K$0-$3.1K2026-10-15
Financial Consulate, Inc
CLOSED035-35-100%$2.7K$0-$2.7K2026-10-23
Manchester Capital Management LLC
CLOSED030-30-100%$2.3K$0-$2.3K2026-10-22
Oakworth Capital, Inc.
CLOSED027-27-100%$2.1K$0-$2.1K2026-10-26
Strategic Advocates LLC
CLOSED021-21-100%$1.6K$0-$1.6K2026-11-03
Russell Investments Group, Ltd.
CLOSED02-2-100%$123$0-$1232026-11-06
Mercer Global Advisors Inc
N/A—50,651,293-50,651,293-100%$3.9B———
Envestnet Asset Management Inc
N/A—32,321,588-32,321,588-100%$2.5B———
Empower Advisory Group, LLC
N/A—24,303,617-24,303,617-100%$1.9B———
Morgan Stanley
N/A—23,641,308-23,641,308-100%$1.8B———
Goldman Sachs Group Inc
N/A—20,453,685-20,453,685-100%$1.6B———
JPMorgan Chase & Co
N/A—16,863,841-16,863,841-100%$1.3B———
Bank of America Corp
N/A—12,269,104-12,269,104-100%$955.9M———
Northern Trust Corp
N/A—9,933,587-9,933,587-100%$773.9M———
Truepoint, Inc.
N/A—7,420,247-7,420,247-100%$578.1M———
Captrust Financial Advisors
N/A—7,215,410-7,215,410-100%$562.2M———
Wells Fargo & Company
N/A—6,757,611-6,757,611-100%$526.5M———
Raymond James Financial Inc
N/A—4,131,559-4,131,559-100%$321.9M———
Lincoln National Corp
N/A—3,979,162-3,979,162-100%$310.0M———
UBS Group AG
N/A—3,963,408-3,963,408-100%$308.8M———
Sequoia Financial Advisors, LLC
N/A—3,631,159-3,631,159-100%$282.9M———
Royal Bank of Canada
N/A—3,590,227-3,590,227-100%$279.7M———
Cerity Partners LLC
N/A—3,512,006-3,512,006-100%$273.6M———
Cetera Investment Advisers
N/A—2,702,880-2,702,880-100%$210.6M———
Purpose Unlimited Inc.
N/A—2,571,864-2,571,864-100%$200.4M———
MetLife Investment Management, LLC
N/A—2,459,500-2,459,500-100%$191.6M———
Focus Partners Wealth
N/A—2,168,154-2,168,154-100%$168.9M———
Charles Schwab Investment Management Inc
N/A—2,160,462-2,160,462-100%$168.3M———
Jones Financial Companies Lllp
N/A—2,101,516-2,101,516-100%$164.0M———
Osaic Holdings, Inc.
N/A—2,090,052-2,090,052-100%$162.9M———
WIT, LLC
N/A—1,981,763-1,981,763-100%$154.4M———
United Capital Financial Advisors, LLC
N/A—1,823,344-1,823,344-100%$142.0M———
Northwestern Mutual Wealth Management Co
N/A—1,702,387-1,702,387-100%$132.6M———
Valmark Advisers, Inc.
N/A—1,689,123-1,689,123-100%$131.6M———
National Philanthropic Trust
N/A—1,546,257-1,546,257-100%$120.5M———
&partners
N/A—1,466,522-1,466,522-100%$114.3M———
Freestone Capital Holdings, LLC
N/A—1,358,912-1,358,912-100%$105.9M———
Ameriprise Financial Inc
N/A—1,331,971-1,331,971-100%$103.1M———
Beacon Pointe Advisors, LLC
N/A—1,303,886-1,303,886-100%$101.6M———
Smithfield Trust Co
N/A—1,264,331-1,264,331-100%$98.5M———
World Investment Advisors
N/A—1,173,676-1,173,676-100%$92.0M———
Janney Montgomery Scott LLC
N/A—1,113,171-1,113,171-100%$86.7M———
Peapack Gladstone Financial Corp
N/A—1,043,342-1,043,342-100%$81.3M———
Focus Partners Advisor Solutions, LLC
N/A—980,902-980,902-100%$76.4M———
MML Investors Services, LLC
N/A—970,658-970,658-100%$75.6M———
Envestnet Portfolio Solutions, Inc.
N/A—939,116-939,116-100%$73.2M———
Manufacturers Life Insurance Company, the
N/A—893,913-893,913-100%$71.2M———
Vanguard Advisers Inc
N/A—873,886-873,886-100%$68.1M———
HighTower Advisors, LLC
N/A—868,054-868,054-100%$67.6M———
Stifel Financial Corp
N/A—865,925-865,925-100%$67.5M———
Windward Private Wealth Management Inc.
N/A—861,105-861,105-100%$67.1M———
Capital Analysts, LLC
N/A—808,296-808,296-100%$63.0M———
Vestmark Advisory Solutions, Inc.
N/A—754,764-754,764-100%$58.8M———
Composition Wealth, LLC
N/A—739,365-739,365-100%$57.6M———
Trajan Wealth LLC
N/A—728,258-728,258-100%$56.7M———
Betterment LLC
N/A—663,160-663,160-100%$51.7M———
TD Capital Management LLC
N/A—633,341-633,341-100%$49.3M———
Orion Porfolio Solutions, LLC
N/A—631,439-631,439-100%$49.2M———
Tobias Financial Advisors, Inc.
N/A—566,494-566,494-100%$44.1M———
Annandale Capital, LLC
N/A—556,851-556,851-100%$43.4M———
Baird Financial Group, Inc.
N/A—548,717-548,717-100%$42.8M———
Voya Financial Advisors, Inc.
N/A—502,763-502,763-100%$39.2M———
Savvy Advisors, Inc.
N/A—480,920-480,920-100%$37.5M———
NewEdge Advisors, LLC
N/A—473,565-473,565-100%$36.9M———
Wealthquest Corp
N/A—472,218-472,218-100%$36.8M———
CreativeOne Wealth, LLC
N/A—465,699-465,699-100%$36.3M———
Mariner, LLC
N/A—447,856-447,856-100%$34.9M———
Waterford Advisors, LLC
N/A—421,601-421,601-100%$20.4M———
AQR Capital Management LLC
N/A—396,353-396,353-100%$30.9M———
BlackRock, Inc.
N/A—389,857-389,857-100%$30.4M———
Ancora Advisors LLCA
N/A—379,608-379,608-100%$29.6M———
Cambridge Associates LLC
N/A—378,196-378,196-100%$29.5M———
Blair William & Co
N/A—317,149-317,149-100%$24.7M———
Kelman-Lazarov, Inc.
N/A—276,323-276,323-100%$21.5M———
Bartlett & Co. Wealth Management LLC
N/A—272,376-272,376-100%$21.2M———
Alaska Wealth Advisors, LLC
N/A—238,422-238,422-100%$18.6M———
Financial Engines Advisors L.L.C.
N/A—237,928-237,928-100%$18.5M———
Arax Advisory Partners
N/A—230,538-230,538-100%$18.0M———
Bank of Montreal
N/A—229,668-229,668-100%$17.9M———
M&T Bank Corp
N/A—229,061-229,061-100%$17.8M———
Silver Oak Advisory Group, Inc.
N/A—228,325-228,325-100%$17.8M———
Tillman Hartley LLC
N/A—228,068-228,068-100%$17.8M———
Nwam LLC
N/A—223,731-223,731-100%$17.4M———
United Services Automobile Association
N/A—217,799-217,799-100%$17.0M———
Ellevest, Inc.
N/A—212,967-212,967-100%$7.6M———
NewEdge Wealth, LLC
N/A—208,728-208,728-100%$16.3M———
OneDigital Investment Advisors LLC
N/A—206,533-206,533-100%$16.1M———
SouthState Bank Corp
N/A—195,916-195,916-100%$15.3M———
Bleakley Financial Group, LLC
N/A—194,996-194,996-100%$15.2M———
Alaska Permanent Capital Management, LLC
N/A—192,591-192,591-100%$15.0M———
Natixis Advisors, LLC
N/A—187,015-187,015-100%$14.6M———
OneAscent Financial Services LLC
N/A—185,661-185,661-100%$14.5M———
Cornerstone Investment Partners, LLC
N/A—185,356-185,356-100%$14.4M———
Leavell Investment Management, Inc.
N/A—184,685-184,685-100%$14.4M———
Vawter Financial, Ltd.
N/A—173,700-173,700-100%$13.5M———
C M Bidwell & Associates LTD
N/A—172,159-172,159-100%$13.4M———
Susquehanna International Group, LLP
N/A—171,474-171,474-100%$13.4M———
Ames National Corp
N/A—170,831-170,831-100%$13.3M———
Disciplina Capital Management LLC
N/A—167,162-167,162-100%$13.0M———
Smartleaf Asset Management LLC
N/A—164,517-164,517-100%$12.8M———
Sovereign Financial Group, Inc.
N/A—164,471-164,471-100%$12.8M———
Colter Lewis Investment Partners LLC
N/A—163,265-163,265-100%$12.7M———
Eaton-Cambridge Inc.
N/A—163,016-163,016-100%$12.7M———
NI Acquisitions Company, LLC
N/A—161,003-161,003-100%$12.5M———
National Bank of Canada
N/A—159,082-159,082-100%$12.4M———
Morris Financial Concepts, Inc.
N/A—157,721-157,721-100%$12.3M———
Columbia River Financial Group, LLC
N/A—157,171-157,171-100%$12.2M———
DiPaolo Financial Group, Inc.
N/A—157,083-157,083-100%$12.2M———
Mutual Advisors, LLC
N/A—155,476-155,476-100%$12.1M———
HTG Investment Advisors, Inc.
N/A—154,196-154,196-100%$12.0M———
Integrated Wealth Concepts LLC
N/A—151,784-151,784-100%$11.8M———
Commerce Bank
N/A—147,540-147,540-100%$11.5M———
Scotia Capital Inc.
N/A—147,140-147,140-100%$11.5M———
Sanctuary Advisors, LLC
N/A—145,888-145,888-100%$11.4M———
Torrey-Payne Wealth Management, LLC
N/A—145,726-145,726-100%$11.4M———
Adaptive Financial Consulting, LLC
N/A—145,499-145,499-100%$11.3M———
Crews Bank & Trust
N/A—142,016-142,016-100%$11.1M———
Private Advisor Group, LLC
N/A—141,792-141,792-100%$11.0M———
Sand Hill Global Advisors, LLC
N/A—139,513-139,513-100%$10.9M———
Great Valley Advisor Group, Inc.
N/A—137,193-137,193-100%$10.7M———
Tribridge Partners Financial LLC
N/A—136,183-136,183-100%$10.6M———
Resolute Capital, LLC
N/A—133,574-133,574-100%$10.4M———
Wealthspire Advisors, LLC
N/A—133,398-133,398-100%$10.4M———
Pathstone Holdings, LLC
N/A—132,302-132,302-100%$10.3M———
Ameritas Advisory Services, LLC
N/A—132,255-132,255-100%$10.3M———
Headinvest, LLC
N/A—128,262-128,262-100%$10.0M———
Cahill Financial Advisors Inc
N/A—127,811-127,811-100%$10.0M———
Man Group plc
N/A—126,500-126,500-100%$9.9M———
SageView Advisory Group, LLC
N/A—124,335-124,335-100%$9.7M———
BNP Paribas Financial Markets
N/A—124,095-124,095-100%$9.7M———
Old Mission Capital LLC
N/A—121,157-121,157-100%$9.4M———
Rockefeller Capital Management L.P.
N/A—118,556-118,556-100%$9.2M———
Principal Securities, Inc.
N/A—113,043-113,043-100%$8.8M———
Cornerstone Financial Group, LLC
N/A—109,645-109,645-100%$8.5M———
Fortis Advisors, LLC
N/A—108,249-108,249-100%$8.4M———
IHT Wealth Management, LLC
N/A—105,840-105,840-100%$8.2M———
Regal Investment Advisors LLC
N/A—105,018-105,018-100%$8.2M———
First Trust Advisors LP
N/A—103,475-103,475-100%$8.1M———
Capital Investment Management, Inc.
N/A—99,616-99,616-100%$7.8M———
Waterloo Capital, L.P.
N/A—99,419-99,419-100%$7.7M———
Shah Wealth Advisors, LLC
N/A—93,651-93,651-100%$7.3M———
Renaissance Technologies LLC
N/A—91,055-91,055-100%$7.1M———
Harbour Investments, Inc.
N/A—89,192-89,192-100%$6.9M———
First American Trust, FSB
N/A—89,178-89,178-100%$6.9M———
Maimon Wealth Management Ltd.
N/A—87,735-87,735-100%$6.8M———
Houlihan Financial Resource Group, Ltd.
N/A—86,654-86,654-100%$6.8M———
Strategic Investment Advisors / MI
N/A—85,165-85,165-100%$6.6M———
Bank of Hawaii
N/A—83,896-83,896-100%$6.5M———
Prosperity Consulting Group, LLC
N/A—83,378-83,378-100%$6.5M———
AE Wealth Management LLC
N/A—82,025-82,025-100%$6.4M———
Centennial Bank
N/A—81,410-81,410-100%$6.3M———
Precision Wealth Strategies, LLC
N/A—79,326-79,326-100%$6.2M———
Parkwoods Wealth Partners, LLC
N/A—79,262-79,262-100%$6.2M———
Rathbones Group PLC
N/A—79,210-79,210-100%$6.2M———
Brown Advisory Inc
N/A—75,203-75,203-100%$5.9M———
JMN Financial LLC
N/A—74,446-74,446-100%$5.8M———
Moneta Group Investment Advisors LLC
N/A—74,382-74,382-100%$5.8M———
Marquette Associates, Inc.
N/A—73,690-73,690-100%$5.7M———
Financial Plan, Inc.
N/A—71,969-71,969-100%$5.6M———
Voya Investment Management LLC
N/A—69,167-69,167-100%$5.4M———
Hopwood Nicholas Hunter
N/A—68,194-68,194-100%$5.3M———
Financial Gravity Companies, Inc.
N/A—67,546-67,546-100%$5.3M———
Kintra Wealth, LLC
N/A—67,361-67,361-100%$5.2M———
Argent Trust Co
N/A—64,109-64,109-100%$5.0M———
Boston Family Office LLC
N/A—63,387-63,387-100%$4.9M———
Raffa Wealth Management, LLC
N/A—63,170-63,170-100%$4.9M———
BHK Investment Advisors, LLC
N/A—63,042-63,042-100%$4.9M———
Alliancebernstein L.P.
N/A—63,026-63,026-100%$4.9M———
Wealthfront Advisers LLC
N/A—62,341-62,341-100%$4.9M———
Kiley Juergens Wealth Management, LLC
N/A—62,236-62,236-100%$4.8M———
IFG Advisory, LLC
N/A—61,951-61,951-100%$4.8M———
Planning Directions Inc
N/A—61,633-61,633-100%$4.8M———
Advisory Services Network, LLC
N/A—61,130-61,130-100%$4.8M———
Vistica Wealth Advisors, LLC
N/A—59,181-59,181-100%$4.6M———
Karpus Management, Inc.
N/A—58,845-58,845-100%$4.6M———
Main Street Financial Solutions, LLC
N/A—57,326-57,326-100%$4.5M———
Signal Tree Financial Partners LLC
N/A—56,873-56,873-100%$4.4M———
Benjamin Edwards Inc
N/A—56,425-56,425-100%$4.4M———
FLC Capital Advisors
N/A—55,402-55,402-100%$4.3M———
CIBC World Market Inc.
N/A—54,806-54,806-100%$4.3M———
Arrowroot Family Office, LLC
N/A—54,282-54,282-100%$4.2M———
Per Stirling Capital Management, Llc.
N/A—54,261-54,261-100%$4.2M———
Pure Financial Advisors, LLC
N/A—54,122-54,122-100%$4.2M———
CIBC Bancorp USA Inc.
N/A—53,700-53,700-100%$4.2M———
Huntington National Bank
N/A—53,335-53,335-100%$4.2M———
Haverford Trust Co
N/A—53,310-53,310-100%$4.2M———
Beaird Harris Wealth Management, LLC
N/A—51,956-51,956-100%$4.0M———
Pinnacle Financial Partners, Inc.
N/A—50,714-50,714-100%$4.0M———
Koss-Olinger Consulting, LLC
N/A—50,190-50,190-100%$3.9M———
MAI Capital Management
N/A—49,926-49,926-100%$3.9M———
BFC Planning, Inc.
N/A—48,356-48,356-100%$3.8M———
Edgestream Partners, L.P.
N/A—47,926-47,926-100%$3.7M———
Arkadios Wealth Advisors
N/A—47,822-47,822-100%$3.7M———
Vanguard National Trust Co
N/A—45,658-45,658-100%$3.6M———
Brand Asset Management Group, Inc.
N/A—45,114-45,114-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—44,921-44,921-100%$3.5M———
Global Retirement Partners, LLC
N/A—44,795-44,795-100%$3.5M———
Rockbridge Investment Management, LCC
N/A—44,031-44,031-100%$3.4M———
Stephens Inc
N/A—43,875-43,875-100%$3.4M———
Wescott Financial Advisory Group, LLC
N/A—43,499-43,499-100%$3.4M———
EP Wealth Advisors, LLC
N/A—42,785-42,785-100%$3.3M———
Toronto Dominion Bank
N/A—42,406-42,406-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—41,613-41,613-100%$3.2M———
Novak & Powell Financial Services, Inc.
N/A—40,606-40,606-100%$3.2M———
Calton & Associates, Inc.
N/A—39,548-39,548-100%$3.1M———
Silver OAK Securities, Incorporated
N/A—39,215-39,215-100%$3.1M———
Ally Invest Advisors Inc.
N/A—39,130-39,130-100%$3.0M———
Performance Wealth Partners, LLC
N/A—38,192-38,192-100%$3.0M———
Leo H. Evart, Inc.
N/A—37,898-37,898-100%$3.0M———
Geneos Wealth Management Inc.
N/A—37,741-37,741-100%$2.9M———
Jane Street Group, LLC
N/A—37,671-37,671-100%$2.9M———
Lazard Asset Management LLC
N/A—37,379-37,379-100%$2.9M———
IMA Advisory Services, Inc.
N/A—36,983-36,983-100%$2.9M———
First National Bank of Omaha
N/A—36,971-36,971-100%$2.9M———
Alesco Advisors, LLC, An ESL Co
N/A—36,912-36,912-100%$2.9M———
Gotham Asset Management, LLC
N/A—36,578-36,578-100%$2.8M———
Westfuller Advisors, LLC
N/A—36,374-36,374-100%$2.8M———
Forum Private Client Group LLC
N/A—36,285-36,285-100%$2.8M———
Prostatis Group LLC
N/A—35,232-35,232-100%$2.7M———
Waverly Advisors, LLC
N/A—34,256-34,256-100%$2.7M———
American Investment Services, Inc.
N/A—33,262-33,262-100%$2.6M———
Proffitt & Goodson Inc
N/A—33,210-33,210-100%$2.6M———
Capital Group Private Client Services, Inc.
N/A—32,914-32,914-100%$2.6M———
Becker Capital Management Inc
N/A—32,849-32,849-100%$2.6M———
Roundview Capital LLC
N/A—32,693-32,693-100%$2.5M———
Enstar Group LTD
N/A—32,166-32,166-100%$2.5M———
Cary Street Partners Financial LLC
N/A—32,045-32,045-100%$2.5M———
Whittier Trust Co
N/A—30,884-30,884-100%$2.4M———
Bragg Financial Advisors, Inc
N/A—30,027-30,027-100%$2.3M———
FSB Premier Wealth Management, Inc.
N/A—29,936-29,936-100%$2.3M———
Atlanta Consulting Group Advisors, LLC
N/A—29,411-29,411-100%$2.3M———
Mosaic Family Wealth Partners, LLC
N/A—29,104-29,104-100%$2.3M———
PFG Investments, LLC
N/A—29,002-29,002-100%$2.3M———
Entruity Wealth, LLC
N/A—28,958-28,958-100%$2.3M———
Navalign, LLC
N/A—28,900-28,900-100%$2.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—28,683-28,683-100%$2.2M———
FMR LLC
N/A—27,413-27,413-100%$2.1M———
Stonebridge Financial Group, LLC
N/A—26,977-26,977-100%$2.1M———
LifePlan Investment Advisors, Inc.
N/A—26,777-26,777-100%$2.1M———
Tiaa Trust, National Association
N/A—26,308-26,308-100%$2.0M———
Thomasville National Bank
N/A—26,247-26,247-100%$2.0M———
Kovack Advisors, Inc.
N/A—26,036-26,036-100%$2.0M———
Cheviot Value Management, LLC
N/A—25,671-25,671-100%$2.0M———
Fiduciary Group, LLC
N/A—24,998-24,998-100%$1.9M———
Western Wealth Management, LLC
N/A—24,396-24,396-100%$1.9M———
Advisors Preferred, LLC
N/A—24,015-24,015-100%$1.9M———
Hardy Reed LLC
N/A—23,810-23,810-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—23,523-23,523-100%$1.8M———
Dorsey & Whitney Trust Co LLC
N/A—23,304-23,304-100%$1.8M———
One Wealth Map LLC
N/A—22,794-22,794-100%$1.8M———
Legacy Financial Group LLC
N/A—22,782-22,782-100%$1.8M———
Financial Concepts Unlimited, Inc.
N/A—22,601-22,601-100%$1.8M———
PAX Financial Group, LLC
N/A—22,339-22,339-100%$1.7M———
Yukon Wealth Management, Inc.
N/A—21,378-21,378-100%$1.7M———
ATLas Financial Planning LLC
N/A—21,276-21,276-100%$1.7M———
Timbuktu Capital Management, LLC
N/A—21,167-21,167-100%$1.6M———
Freedom Investment Management, Inc.
N/A—20,967-20,967-100%$1.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—20,888-20,888-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—20,694-20,694-100%$1.6M———
Rothschild Investment LLC
N/A—20,242-20,242-100%$1.6M———
Deutsche Bank Ag\
N/A—20,070-20,070-100%$1.6M———
Neuberger Berman Group LLC
N/A—19,898-19,898-100%$1.6M———
Equitable Holdings, Inc.
N/A—19,267-19,267-100%$1.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,175-19,175-100%$1.5M———
Peregrine Asset Advisers, Inc.
N/A—19,112-19,112-100%$1.5M———
Pacific Financial Group Inc
N/A—18,956-18,956-100%$1.5M———
Hollencrest Capital Management
N/A—18,459-18,459-100%$1.4M———
Independent Family Office, LLC
N/A—18,432-18,432-100%$1.4M———
PCM Encore, LLC
N/A—18,342-18,342-100%$1.4M———
Bluespring Wealth Management, LLC
N/A—17,701-17,701-100%$1.4M———
Johnson Investment Counsel Inc
N/A—17,661-17,661-100%$1.4M———
Aegis Wealth Management LLC
N/A—17,539-17,539-100%$1.4M———
Insigneo Advisory Services, LLC
N/A—17,420-17,420-100%$1.4M———
Ethos Financial Group, LLC
N/A—17,314-17,314-100%$1.3M———
Highland Investment Advisors LLC
N/A—17,309-17,309-100%$1.3M———
Richmond Brothers, Inc.
N/A—17,107-17,107-100%$1.3M———
Hershey Financial Advisers, LLC
N/A—16,349-16,349-100%$1.3M———
Aureus Asset Management, LLC
N/A—15,686-15,686-100%$1.2M———
CVA Family Office, LLC
N/A—15,444-15,444-100%$1.2M———
Essex Financial Services, Inc.
N/A—14,796-14,796-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—14,628-14,628-100%$1.1M———
Dakota Wealth Management
N/A—14,454-14,454-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—14,416-14,416-100%$1.1M———
Cbiz Investment Advisory Services, LLC
N/A—14,299-14,299-100%$1.1M———
Maridea Wealth Management LLC
N/A—14,006-14,006-100%$1.1M———
Cresset Asset Management, LLC
N/A—13,681-13,681-100%$1.1M———
Bessemer Group Inc
N/A—13,648-13,648-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—13,278-13,278-100%$1.0M———
Advyzon Investment Management, LLC
N/A—12,859-12,859-100%$1.0M———
Arete Wealth Advisors, LLC
N/A—12,717-12,717-100%$990.8K———
Secured Retirement Advisors, LLC
N/A—12,299-12,299-100%$958.2K———
Loudon Investment Management, LLC
N/A—12,271-12,271-100%$956.0K———
Snowden Capital Advisors LLC
N/A—12,182-12,182-100%$949.1K———
Motco
N/A—12,131-12,131-100%$945.1K———
Pine Harbor Wealth Management, LLC
N/A—11,905-11,905-100%$927.5K———
Whittier Trust Co of Nevada Inc
N/A—11,841-11,841-100%$919.2K———
Gateway Wealth Partners, LLC
N/A—11,826-11,826-100%$921.4K———
Saiph Capital, LLC
N/A—11,708-11,708-100%$912.2K———
SAM Advisors, LLC
N/A—11,691-11,691-100%$910.9K———
Foundations Investment Advisors, LLC
N/A—11,643-11,643-100%$907.1K———
United Bank
N/A—11,600-11,600-100%$903.8K———
Red Wave Investments LLC
N/A—11,289-11,289-100%$879.5K———
FMB Wealth Management
N/A—11,273-11,273-100%$878.3K———
Generations Wealth, LLC
N/A—11,035-11,035-100%$859.7K———
Fiera Capital Corp
N/A—11,001-11,001-100%$857.1K———
Operose Advisors LLC
N/A—10,969-10,969-100%$854.6K———
Tower Bridge Advisors
N/A—10,832-10,832-100%$843.9K———
Maripau Wealth Management LLC
N/A—10,663-10,663-100%$830.7K———
BCS Private Wealth Management, Inc.
N/A—10,583-10,583-100%$824.5K———
Rock Point Advisors, LLC
N/A—10,510-10,510-100%$818.8K———
Legacy Financial Advisors, Inc.
N/A—10,315-10,315-100%$803.6K———
LM Advisors LLC
N/A—10,161-10,161-100%$792.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—10,100-10,100-100%$786.9K———
Flatrock Wealth Partners LLC
N/A—9,906-9,906-100%$771.8K———
Continuum Advisory, LLC
N/A—9,846-9,846-100%$767.1K———
Verity Wealth Advisors
N/A—9,767-9,767-100%$760.9K———
Asset Management Group, Inc.
N/A—9,688-9,688-100%$754.8K———
Nuveen, LLC
N/A—9,687-9,687-100%$754.7K———
Wellington-Altus USA Inc.
N/A—9,386-9,386-100%$736.0K———
Protective Life Corp
N/A—9,343-9,343-100%$727.9K———
Seeds Investor LLC
N/A—9,328-9,328-100%$726.7K———
Zhang Financial LLC
N/A—9,299-9,299-100%$724.4K———
Sequent Planning LLC
N/A—9,099-9,099-100%$708.9K———
ProVise Management Group, LLC
N/A—9,052-9,052-100%$705.2K———
First Manhattan Co. Llc.
N/A—9,040-9,040-100%$704.3K———
Vectors Research Management, LLC
N/A—8,911-8,911-100%$694.3K———
VestGen Investment Management
N/A—8,883-8,883-100%$692.1K———
McLean Asset Management Corp
N/A—8,750-8,750-100%$678.8K———
Madden Advisory Services, Inc.
N/A—8,703-8,703-100%$678.1K———
Tumwater Wealth Management, LLC
N/A—8,655-8,655-100%$674.3K———
Tiemann Investment Advisors, LLC
N/A—8,618-8,618-100%$671.4K———
Burling Wealth Partners, LLC
N/A—8,460-8,460-100%$659.1K———
Avise Financial Cooperative, Inc.
N/A—8,413-8,413-100%$655.4K———
McLaughlin Asset Management, Inc.
N/A—8,377-8,377-100%$652.7K———
Chico Wealth RIA
N/A—8,322-8,322-100%$648.4K———
Disciplined Investments, LLC
N/A—8,276-8,276-100%$644.8K———
Pine Valley Investments Ltd Liability Co
N/A—8,047-8,047-100%$627.0K———
Quantinno Capital Management LP
N/A—7,968-7,968-100%$620.8K———
Hyundai Investments Co., Ltd.
N/A—7,788-7,788-100%$607.6K———
VSM Wealth Advisory, LLC
N/A—7,752-7,752-100%$604.0K———
Stratos Wealth Advisors, LLC
N/A—7,738-7,738-100%$602.9K———
Hilltop Holdings Inc.
N/A—7,642-7,642-100%$595.4K———
FourThought Financial Partners, LLC
N/A—7,526-7,526-100%$586.3K———
Moors & Cabot, Inc.
N/A—7,510-7,510-100%$585.1K———
Cauble & Harre Wealth Management, Inc.
N/A—7,378-7,378-100%$574.8K———
FPC Investment Advisory, Inc.
N/A—7,283-7,283-100%$565.8K———
Summit Wealth Partners, LLC
N/A—7,277-7,277-100%$567.0K———
Sandy Cove Advisors, LLC
N/A—7,199-7,199-100%$560.9K———
Cardiff Park Advisors, LLC
N/A—7,167-7,167-100%$558.4K———
Minot DeBlois Advisors LLC
N/A—7,013-7,013-100%$546.4K———
Gladstone Institutional Advisory LLC
N/A—6,979-6,979-100%$543.7K———
Cary Street Partners Investment Advisory LLC
N/A—6,954-6,954-100%$541.8K———
Summit Wealth Group, LLC
N/A—6,813-6,813-100%$530.8K———
HRT Financial LP
N/A—6,737-6,737-100%$524.0K———
Bridgewealth Advisory Group, LLC
N/A—6,689-6,689-100%$521.2K———
Barnes Wealth Management Group, Inc
N/A—6,670-6,670-100%$519.7K———
Franklin Resources Inc
N/A—6,394-6,394-100%$498.2K———
Independent Advisor Alliance
N/A—6,378-6,378-100%$496.9K———
Spinnaker Trust
N/A—6,366-6,366-100%$496.0K———
Vaughan Nelson Investment Management, L.P.
N/A—6,255-6,255-100%$487.3K———
Accretive Wealth Partners, LLC
N/A—6,178-6,178-100%$481.4K———
Olde Wealth Management, LLC
N/A—6,174-6,174-100%$481.0K———
Federation des caisses Desjardins du Quebec
N/A—5,964-5,964-100%$464.7K———
Redwood Investment Management, LLC
N/A—5,912-5,912-100%$461.0K———
Capital Asset Managemnet, LLC
N/A—5,910-5,910-100%$460.4K———
Axis Wealth Partners, LLC
N/A—5,803-5,803-100%$452.1K———
Potomac Fund Management Inc
N/A—5,802-5,802-100%$452.0K———
Liberty Wealth Management LLC
N/A—5,800-5,800-100%$454.8K———
Ruedi Wealth Management, Inc.
N/A—5,798-5,798-100%$451.7K———
Invictus Private Wealth, LLC
N/A—5,766-5,766-100%$449.2K———
FSA Advisors, Inc.
N/A—5,734-5,734-100%$446.7K———
Webster Bank, N. A.
N/A—5,719-5,719-100%$445.6K———
Diversified Trust Co
N/A—5,689-5,689-100%$443.2K———
German American Bancorp, Inc.
N/A—5,623-5,623-100%$438.1K———
Drucker Wealth 3.0, LLC
N/A—5,545-5,545-100%$432.0K———
Reliant Investment Partners, LLC
N/A—5,485-5,485-100%$427.3K———
Envision Financial Planning, LLC
N/A—5,479-5,479-100%$426.8K———
Range Advisory, LLC
N/A—5,474-5,474-100%$426.4K———
Lbmc Investment Advisors, LLC
N/A—5,416-5,416-100%$422.0K———
Perennial Investment Advisors, LLC
N/A—5,405-5,405-100%$421.1K———
FAS Wealth Partners, Inc.
N/A—5,340-5,340-100%$416.0K———
Aptus Capital Advisors, LLC
N/A—5,317-5,317-100%$414.2K———
BOK Financial Private Wealth, Inc.
N/A—5,291-5,291-100%$412.2K———
Rialto Wealth Management, LLC
N/A—5,267-5,267-100%$410.4K———
Centaurus Financial, Inc.
N/A—5,264-5,264-100%$410.0K———
Schiavi & Co LLC
N/A—5,260-5,260-100%$409.8K———
Nicolet Bankshares Inc
N/A—5,225-5,225-100%$406.3K———
EFG International AG
N/A—5,214-5,214-100%$406.2K———
Alexander Labrunerie & Co., Inc.
N/A—5,170-5,170-100%$402.8K———
Stillwater Private Wealth, LLC
N/A—5,131-5,131-100%$398.0K———
Topsail Wealth Management, LLC
N/A—5,114-5,114-100%$398.4K———
Summit Financial, LLC
N/A—5,054-5,054-100%$393.8K———
Investment Advisory Group, LLC
N/A—5,037-5,037-100%$392.4K———
Horizon Kinetics Asset Management LLC
N/A—5,001-5,001-100%$389.6K———
Pointe Capital Management LLC
N/A—4,990-4,990-100%$388.8K———
Vance Wealth, LLC
N/A—4,989-4,989-100%$388.7K———
Duncan Williams Asset Management, LLC
N/A—4,955-4,955-100%$386.0K———
HighPoint Advisor Group LLC
N/A—4,806-4,806-100%$374.4K———
Twin City Private Wealth, LLC
N/A—4,779-4,779-100%$372.4K———
Davis R M Inc
N/A—4,692-4,692-100%$365.6K———
Crabel Capital Management, LLC
N/A—4,683-4,683-100%$364.9K———
PMG Wealth Management, Inc.
N/A—4,593-4,593-100%$356.6K———
Forefront Wealth Partners, LLC
N/A—4,584-4,584-100%$357.1K———
American Trust
N/A—4,580-4,580-100%$356.8K———
Lansing Street Advisors
N/A—4,553-4,553-100%$354.7K———
Pacific Point Advisors, LLC
N/A—4,537-4,537-100%$353.5K———
Capital Advisors Inc
N/A—4,534-4,534-100%$353.2K———
V2 Financial group LLC
N/A—4,526-4,526-100%$352.6K———
Connors Investor Services Inc
N/A—4,476-4,476-100%$348.7K———
AssuredPartners Investment Advisors, LLC
N/A—4,378-4,378-100%$341.1K———
Wealthspire Retirement, LLC
N/A—4,292-4,292-100%$334.4K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—4,240-4,240-100%$330.3K———
Curi Capital, LLC
N/A—4,179-4,179-100%$325.6K———
Dravo BAY LLC
N/A—4,148-4,148-100%$323.2K———
GeoWealth Management, LLC
N/A—4,123-4,123-100%$321.2K———
Hanover Advisors Inc
N/A—4,013-4,013-100%$312.6K———
Blue Chip Partners, LLC
N/A—4,006-4,006-100%$312.1K———
KEB Asset Management, LLC
N/A—3,987-3,987-100%$310.6K———
Howe & Rusling Inc
N/A—3,907-3,907-100%$304.4K———
Vines Capital Management, LLC
N/A—3,897-3,897-100%$303.6K———
Beckerman Institutional, LLC
N/A—3,891-3,891-100%$303.1K———
Capital Advisor Network LLC
N/A—3,875-3,875-100%$301.9K———
Libra Wealth LLC
N/A—3,850-3,850-100%$300.0K———
Davis Wealth Advisors, LLC
N/A—3,760-3,760-100%$293.0K———
MidFirst Bank
N/A—3,750-3,750-100%$292.2K———
Miller Capital Partners, Inc.
N/A—3,735-3,735-100%$291.0K———
Rather & Kittrell, Inc.
N/A—3,713-3,713-100%$289.3K———
Jackson Thornton Wealth Management, LLC
N/A—3,686-3,686-100%$287.2K———
Coastwise Capital Group, LLC
N/A—3,681-3,681-100%$286.8K———
Maxele Advisors, LLC
N/A—3,600-3,600-100%$280.5K———
Berger Financial Group, Inc
N/A—3,588-3,588-100%$279.6K———
Sonoma Private Wealth LLC
N/A—3,582-3,582-100%$279.1K———
RWA Wealth Partners, LLC
N/A—3,506-3,506-100%$273.1K———
Modern Wealth Management, LLC
N/A—3,505-3,505-100%$273.1K———
Rothschild Wealth LLC
N/A—3,489-3,489-100%$271.8K———
GatePass Capital, LLC
N/A—3,458-3,458-100%$269.4K———
Anchor Investment Management, LLC
N/A—3,453-3,453-100%$269.0K———
Belpointe Asset Management LLC
N/A—3,429-3,429-100%$267.2K———
Dearborn Partners LLC
N/A—3,388-3,388-100%$264.0K———
Godshalk Welsh Capital Management, Inc.
N/A—3,377-3,377-100%$263.1K———
Brookwood Investment Group LLC
N/A—3,351-3,351-100%$261.1K———
Kapstone Financial Advisors LLC
N/A—3,345-3,345-100%$260.6K———
Elgethun Capital Management
N/A—3,310-3,310-100%$257.9K———
Ascension Capital Advisors, Inc.
N/A—3,285-3,285-100%$255.9K———
Mayflower Financial Advisors, LLC
N/A—3,268-3,268-100%$254.6K———
NorthStar Asset Management LLC
N/A—3,258-3,258-100%$253.9K———
Simmons Bank
N/A—3,246-3,246-100%$252.9K———
Twin Peaks Wealth Advisors, LLC
N/A—3,197-3,197-100%$249.1K———
Fort Point Capital Partners LLC
N/A—3,183-3,183-100%$248.0K———
Comprehensive Money Management Services LLC
N/A—3,140-3,140-100%$244.6K———
Valley Financial Group, Inc.
N/A—3,114-3,114-100%$242.6K———
Meadowbrook Advisors Group, LLC
N/A—3,100-3,100-100%$241.5K———
First National Bank & Trust Co of Newtown
N/A—3,059-3,059-100%$237.3K———
Hancock Whitney Corp
N/A—3,048-3,048-100%$237.5K———
Granite Bay Wealth Management, LLC
N/A—3,041-3,041-100%$237.0K———
McNamara Financial Services, Inc.
N/A—3,023-3,023-100%$235.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—3,000-3,000-100%$233.7K———
Legacy PCG, LLC
N/A—2,987-2,987-100%$231.4K———
GWN Securities Inc.
N/A—2,972-2,972-100%$231.5K———
Wick Capital Partners, LLC
N/A—2,964-2,964-100%$230.9K———
Brooks, Moore & Associates, Inc.
N/A—2,950-2,950-100%$229.8K———
Proactive Wealth Strategies LLC
N/A—2,940-2,940-100%$229.3K———
Trustmark Bank Trust Department
N/A—2,825-2,825-100%$220.1K———
Addison Capital Co
N/A—2,811-2,811-100%$219.0K———
Kropog Financial Group, LLC
N/A—2,753-2,753-100%$214.5K———
Strategic Wealth Partners, Ltd.
N/A—2,733-2,733-100%$212.9K———
NCM Capital Management, LLC
N/A—2,718-2,718-100%$211.8K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,667-2,667-100%$207.8K———
TrueWealth Financial Partners
N/A—2,653-2,653-100%$206.7K———
American Money Management, LLC
N/A—2,632-2,632-100%$205.1K———
Kera Capital Partners, Inc.
N/A—2,585-2,585-100%$201.4K———
Lummis Asset Management, LP
N/A—2,460-2,460-100%$191.7K———
Pinney & Scofield, Inc.
N/A—2,414-2,414-100%$188.1K———
Richard W. Paul & Associates, LLC
N/A—2,314-2,314-100%$180.3K———
Security National Bank of Sioux City Iowa
N/A—2,245-2,245-100%$174.9K———
Roble, Belko & Company, Inc
N/A—1,890-1,890-100%$147.0K———
ESL Trust Services, LLC
N/A—1,780-1,780-100%$138.7K———
Oakmont Advisory Group, LLC
N/A—1,764-1,764-100%$137.4K———
Ameriflex Group, Inc.
N/A—1,628-1,628-100%$126.8K———
Colonial Trust Co / SC
N/A—1,540-1,540-100%$120.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,530-1,530-100%$119.2K———
Addison Advisors LLC
N/A—1,472-1,472-100%$114.7K———
Atlantic Union Bankshares Corp
N/A—1,445-1,445-100%$112.6K———
O'shaughnessy Asset Management, LLC
N/A—1,442-1,442-100%$112.3K———
Johnson Financial Group, Inc.
N/A—1,429-1,429-100%$111.3K———
Dunhill Financial, LLC
N/A—1,368-1,368-100%$106.6K———
Fiduciary Financial Advisors
N/A—1,349-1,349-100%$105.0K———
Founders Financial Alliance, LLC
N/A—1,330-1,330-100%$103.6K———
Institute for Wealth Management, Llc.
N/A—1,200-1,200-100%$93.5K———
Millstone Evans Group, LLC
N/A—1,121-1,121-100%$87.3K———
Truvestments Capital LLC
N/A—1,099-1,099-100%$84.4K———
Sachetta, LLC
N/A—1,045-1,045-100%$81.4K———
WealthCollab, LLC
N/A—1,018-1,018-100%$79.3K———
Front Row Advisors LLC
N/A—1,007-1,007-100%$78.0K———
Wellington Grp LLC
N/A—968-968-100%$75.9K———
Providence Capital Advisors, LLC
N/A—875-875-100%$68.2K———
Ameritas Investment Partners, Inc.
N/A—847-847-100%$66.0K———
WealthShield Partners, LLC
N/A—825-825-100%$64.3K———
JPL Wealth Management, LLC
N/A—820-820-100%$63.9K———
Aventura Private Wealth, LLC
N/A—761-761-100%$59.3K———
Dixon Mitchell Investment Counsel Inc.
N/A—707-707-100%$55.1K———
Crewe Advisors LLC
N/A—679-679-100%$52.9K———
Caitlin John, LLC
N/A—674-674-100%$52.5K———
Godfrey Financial Associates, Inc.
N/A—671-671-100%$52.3K———
Glen Eagle Advisors, LLC
N/A—664-664-100%$51.7K———
Allied Private Wealth LLC
N/A—664-664-100%$51.6K———
Atomic Invest LLC
N/A—652-652-100%$50.8K———
Mpwm Advisory Solutions, LLC
N/A—621-621-100%$48.4K———
SHP Wealth Management
N/A—611-611-100%$47.6K———
Ankerstar Wealth, LLC
N/A—599-599-100%$46.7K———
Orion Capital Management LLC
N/A—599-599-100%$46.7K———
Hantz Financial Services, Inc.
N/A—590-590-100%$46.0K———
SOA Wealth Advisors, Llc.
N/A—467-467-100%$36.4K———
Frazier Financial Advisors, LLC
N/A—440-440-100%$34.3K———
Fourth Dimension Wealth, LLC
N/A—397-397-100%$30.9K———
Lowe Brockenbrough & Co Inc
N/A—389-389-100%$30.3K———
Colonial Trust Advisors
N/A—375-375-100%$29.2K———
Mark Sheptoff Financial Planning, LLC
N/A—325-325-100%$25.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—318-318-100%$24.8K———
Bernard Wealth Management Corp.
N/A—277-277-100%$21.6K———
Tiaa Wealth Investment Management LLC
N/A—271-271-100%$21.1K———
Atlas Capital Advisors Inc.
N/A—271-271-100%$21.2K———
Sittner & Nelson, LLC
N/A—263-263-100%$20.5K———
Bogart Wealth, LLC
N/A—256-256-100%$19.9K———
Keating Financial Advisory Services, Inc.
N/A—256-256-100%$19.9K———
Longview Financial Advisors LLC
N/A—240-240-100%$18.7K———
Harborfront Financial Group LLC
N/A—230-230-100%$17.9K———
Strive Financial Group,LLC
N/A—221-221-100%$17.2K———
Greykasell Wealth Strategies, Inc.
N/A—220-220-100%$17.2K———
Park Place Capital Corp
N/A—200-200-100%$15.6K———
HM Payson & Co
N/A—194-194-100%$15.1K———
Vision Retirement, LLC
N/A—191-191-100%$14.9K———
Copia Wealth Management
N/A—190-190-100%$14.8K———
Medallion Wealth Advisors, LLC
N/A—155-155-100%$12.1K———
Chesapeake Asset Management LLC
N/A—154-154-100%$12.0K———
Toews Corp
N/A—132-132-100%$10.2K———
Caldwell Sutter Capital, Inc.
N/A—125-125-100%$9.7K———
Kerr Financial Planning Corp
N/A—116-116-100%$9.0K———
Cordant, Inc.
N/A—114-114-100%$8.9K———
N.E.W. Advisory Services LLC
N/A—92-92-100%$7.2K———
Darwin Wealth Management, LLC
N/A—89-89-100%$6.9K———
Napier Financial, LLC
N/A—79-79-100%$6.2K———
Westend Capital Management, LLC
N/A—64-64-100%$5.0K———
UBS Asset Management Americas LLC
N/A—25-25-100%$1.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—6-6-100%$468———
Steigerwald, Gordon & Koch Inc.
N/A—6-6-100%$467———
Luminist Capital LLC
N/A—00—$8.0K———
Showing 1414 of 1414 institutions