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Vanguard Total Bond Market (BND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares139,477,714 from 130,673,715
Change+8,803,999 (+7%)
Value$9.8B (+$191.6M)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares10,275,131 from 8,177,967
Change+2,097,164 (+26%)
Value$720.8M (+$120.5M)
Filed 2026-11-04
Mastercard Foundation Asset Management Corp
UNCHANGED
Shares8,862,905 from 8,862,905
Change0 (0%)
Value$621.7M (-$28.9M)
Filed 2026-10-28
Retirement Systems of Alabama
INCREASED
Shares7,744,646 from 3,226,351
Change+4,518,295 (+140%)
Value$543.3M (+$306.4M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares7,696,957 from 7,251,116
Change+445,841 (+6%)
Value$539.9M (+$7.6M)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares2,989,249 from 869,739
Change+2,119,510 (+244%)
Value$209.7M (+$145.8M)
Filed 2026-10-09
Stairway Partners, LLC
INCREASED
Shares2,915,052 from 2,862,133
Change+52,919 (+2%)
Value$204.5M (-$5.6M)
Filed 2026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,784,935 from 2,739,306
Change+45,629 (+2%)
Value$195.4K (-$200.9M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares2,737,961 from 2,852,440
Change-114,479 (-4%)
Value$192.1M (-$17.3M)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares2,665,780 from 2,662,171
Change+3,609 (+0%)
Value$187.0M (-$8.4M)
Filed 2026-10-28
Foster Group, Inc.
INCREASED
Shares2,633,327 from 2,547,996
Change+85,331 (+3%)
Value$184.7M (-$2.3M)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares2,580,898 from 2,225,187
Change+355,711 (+16%)
Value$181.0M (+$17.7M)
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares2,415,628 from 2,353,787
Change+61,841 (+3%)
Value$169.5M (-$2.9M)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares2,002,610 from 1,820,993
Change+181,617 (+10%)
Value$140.2M (+$7.5M)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
DECREASED
Shares1,930,444 from 1,945,569
Change-15,125 (-1%)
Value$135.4M (-$7.4M)
Filed 2026-10-15
Verus Financial Partners, Inc.
DECREASED
Shares1,790,540 from 1,829,288
Change-38,748 (-2%)
Value$125.6M (-$8.7M)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares1,647,594 from 1,539,023
Change+108,571 (+7%)
Value$115.6M (+$2.6M)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares1,614,434 from 656,583
Change+957,851 (+146%)
Value$113.3M (+$65.1M)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares1,535,928 from 1,396,781
Change+139,147 (+10%)
Value$107.7M (+$5.2M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares1,486,546 from 1,354,712
Change+131,834 (+10%)
Value$104.3M (+$4.8M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,439,251 from 1,443,141
Change-3,890 (0%)
Value$101.0M (-$5.0M)
Filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares1,424,345 from 1,380,938
Change+43,407 (+3%)
Value$99.9M (-$1.5M)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares1,411,872 from 1,369,628
Change+42,244 (+3%)
Value$99.0M (-$1.5M)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares1,340,323 from 1,107,699
Change+232,624 (+21%)
Value$94.0M (+$12.7M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares1,339,581 from 1,228,471
Change+111,110 (+9%)
Value$93.6M (+$3.8M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares1,272,404 from 1,838,594
Change-566,190 (-31%)
Value$89.3M (-$45.7M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,211,154 from 974,687
Change+236,467 (+24%)
Value$85.0M (+$13.4M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares1,207,854 from 1,053,832
Change+154,022 (+15%)
Value$84.7M (+$7.4M)
Filed 2026-11-05
Burrus Financial Services, Inc.
INCREASED
Shares1,134,725 from 1,085,432
Change+49,293 (+5%)
Value$79.6M (-$80.2K)
Filed 2026-10-22
Trust Co
INCREASED
Shares1,118,579 from 980,793
Change+137,786 (+14%)
Value$78.5M (+$6.5M)
Filed 2026-10-09
Constellation Investments, Inc.
DECREASED
Shares1,071,003 from 1,100,000
Change-28,997 (-3%)
Value$75.1M (-$5.6M)
Filed 2026-10-28
Rational Advisors, Inc.
INCREASED
Shares1,025,102 from 990,343
Change+34,759 (+4%)
Value$71.9M (-$790.2K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares1,019,190 from 223,706
Change+795,484 (+356%)
Value$71.5M (+$55.1M)
Filed 2026-10-22
Trilogy Capital Inc.
INCREASED
Shares972,077 from 819,832
Change+152,245 (+19%)
Value$68.2M (+$8.0M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares934,826 from 1,171,875
Change-237,049 (-20%)
Value$64.4M (-$19.6M)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares925,197 from 893,966
Change+31,231 (+3%)
Value$64.9M (-$723.5K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares914,216 from 870,986
Change+43,230 (+5%)
Value$64.1M (+$193.1K)
Filed 2026-10-28
Twele Capital Management, Inc.
INCREASED
Shares845,628 from 806,604
Change+39,024 (+5%)
Value$59.3M (+$108.0K)
Filed 2026-10-13
GuidedMoney, LLC
INCREASED
Shares841,624 from 774,038
Change+67,586 (+9%)
Value$59.0M (+$2.2M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
INCREASED
Shares826,668 from 813,345
Change+13,323 (+2%)
Value$58.0M (-$1.7M)
Filed 2026-10-22
Cambridge Advisors Inc.
INCREASED
Shares821,752 from 805,700
Change+16,052 (+2%)
Value$57.6M (-$1.5M)
Filed 2026-10-19
Eagle Rock Investment Company, LLC
INCREASED
Shares789,710 from 787,691
Change+2,019 (+0%)
Value$55.4M (-$2.4M)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares782,792
Change+782,792
Value$57.5M
Filed 2026-10-29
Newton One Investments LLC
INCREASED
Shares781,829 from 756,795
Change+25,034 (+3%)
Value$54.8M (-$711.0K)
Filed 2026-10-14
Bluestem Financial Advisors, LLC
DECREASED
Shares774,981 from 814,283
Change-39,302 (-5%)
Value$54.4M (-$5.4M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares763,071 from 714,515
Change+48,556 (+7%)
Value$53.5M (+$1.1M)
Filed 2026-10-08
Lockheed Martin Investment Management Co
UNCHANGED
Shares747,000 from 747,000
Change0 (0%)
Value$52.4M (-$2.4M)
Filed 2026-11-04
West Financial Advisors, LLC
DECREASED
Shares744,834 from 812,403
Change-67,569 (-8%)
Value$52.3M (-$7.4M)
Filed 2026-10-22
SimpliFi, Inc.
INCREASED
Shares711,787 from 702,115
Change+9,672 (+1%)
Value$49.9M (-$1.6M)
Filed 2026-10-28
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares696,957 from 709,541
Change-12,584 (-2%)
Value$48.9M (-$3.2M)
Filed 2026-10-26
Tectonic Advisors LLC
INCREASED
Shares679,950 from 620,482
Change+59,468 (+10%)
Value$47.7M (+$2.1M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares678,017 from 641,444
Change+36,573 (+6%)
Value$47.6M (+$474.5K)
Filed 2026-11-05
Steele Capital Management, Inc.
DECREASED
Shares660,561 from 676,531
Change-15,970 (-2%)
Value$46.3M (-$3.3M)
Filed 2026-11-02
Gridiron Partners, LLC
UNCHANGED
Shares660,080 from 660,080
Change0 (0%)
Value$46.3M (-$2.0M)
Filed 2026-10-08
Amicus Financial Advisors, LLC
DECREASED
Shares648,351 from 656,466
Change-8,115 (-1%)
Value$45.5M (-$2.7M)
Filed 2026-11-03
Essential Planning, Llc.
DECREASED
Shares648,215 from 676,966
Change-28,751 (-4%)
Value$45.5M (-$4.2M)
Filed 2026-10-21
Legacy Private Trust Co.
DECREASED
Shares645,234 from 792,562
Change-147,328 (-19%)
Value$45.3M (-$12.9M)
Filed 2026-10-06
Allen Investment Management, LLC
INCREASED
Shares626,901 from 4,068
Change+622,833 (+15311%)
Value$44.0M (+$43.7M)
Filed 2026-11-03
First Premier Bank
INCREASED
Shares623,633 from 566,747
Change+56,886 (+10%)
Value$43.7K (+$2.1K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares600,034 from 1,202,506
Change-602,472 (-50%)
Value$42.1M (-$46.2M)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares597,436 from 595,336
Change+2,100 (+0%)
Value$41.9M (-$1.8M)
Filed 2026-10-13
Stordahl Capital Management, Inc.
INCREASED
Shares590,064 from 554,128
Change+35,936 (+6%)
Value$41.4M (+$714.4K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares588,274 from 438,498
Change+149,776 (+34%)
Value$41.3M (+$9.1M)
Filed 2026-10-29
Greenspring Advisors, LLC
INCREASED
Shares587,360 from 284,544
Change+302,816 (+106%)
Value$41.2M (+$20.3M)
Filed 2026-11-05
Tenon Financial LLC
INCREASED
Shares586,750 from 543,763
Change+42,987 (+8%)
Value$41.2M (+$1.2M)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares584,043 from 571,537
Change+12,506 (+2%)
Value$41.0M (-$988.2K)
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares578,986 from 546,151
Change+32,835 (+6%)
Value$40.6M (+$521.7K)
Filed 2026-10-16
Tompkins Financial Corp
DECREASED
Shares559,484 from 577,490
Change-18,006 (-3%)
Value$39.2M (-$3.1M)
Filed 2026-10-05
Level Wealth Management LLC
DECREASED
Shares540,656 from 565,823
Change-25,167 (-4%)
Value$37.9M (-$3.6M)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares527,846 from 636,090
Change-108,244 (-17%)
Value$37.0M (-$9.7M)
Filed 2026-10-08
Capital Asset Advisory Services LLC
DECREASED
Shares527,531 from 531,709
Change-4,178 (-1%)
Value$37.6M (-$1.4M)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares514,384 from 463,090
Change+51,294 (+11%)
Value$36.1M (+$2.1M)
Filed 2026-11-03
Riversedge Advisors, LLC
DECREASED
Shares510,243 from 567,270
Change-57,027 (-10%)
Value$35.8M (-$5.8M)
Filed 2026-10-09
Kwmg, LLC
INCREASED
Shares502,520 from 459,001
Change+43,519 (+9%)
Value$35.3M (+$1.6M)
Filed 2026-10-07
Index Fund Advisors, Inc.
DECREASED
Shares500,569 from 519,959
Change-19,390 (-4%)
Value$35.1M (-$3.1M)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares494,667 from 479,975
Change+14,692 (+3%)
Value$34.7M (-$534.0K)
Filed 2026-10-22
KRM Wealth Management L.L.C.
INCREASED
Shares465,635 from 434,192
Change+31,443 (+7%)
Value$32.7M (+$790.2K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares461,905 from 450,510
Change+11,395 (+3%)
Value$32.4M (-$669.3K)
Filed 2026-10-20
Ameraudi Asset Management, Inc.
INCREASED
Shares456,726 from 403,748
Change+52,978 (+13%)
Value$32.0M (+$2.4M)
Filed 2026-11-05
Global Wealth Strategies & Associates
INCREASED
Shares456,472 from 446,933
Change+9,539 (+2%)
Value$32.0M (-$787.8K)
Filed 2026-10-02
Sound Stewardship, LLC
DECREASED
Shares453,448 from 458,601
Change-5,153 (-1%)
Value$31.8M (-$1.9M)
Filed 2026-10-14
True Freedom Investing, LLC
INCREASED
Shares452,574 from 422,886
Change+29,688 (+7%)
Value$31.7M (+$606.8K)
Filed 2026-10-29
Visionary Wealth Advisors
INCREASED
Shares449,344 from 431,049
Change+18,295 (+4%)
Value$31.5M (-$121.9K)
Filed 2026-11-04
Gibson Wealth Advisors LLC
INCREASED
Shares445,156 from 429,773
Change+15,383 (+4%)
Value$31.2M (-$336.4K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares436,583 from 419,060
Change+17,523 (+4%)
Value$30.6M (-$136.9K)
Filed 2026-10-13
Pinkerton Wealth, LLC
INCREASED
Shares435,967 from 406,923
Change+29,044 (+7%)
Value$30.6M (+$617.3K)
Filed 2026-10-29
Wesbanco Bank Inc
INCREASED
Shares420,872 from 416,107
Change+4,765 (+1%)
Value$29.5M (-$1.0M)
Filed 2026-11-04
Prospera Capital Management, LLC
INCREASED
Shares416,518 from 308,037
Change+108,481 (+35%)
Value$29.2M (+$6.6M)
Filed 2026-10-19
Stone Loft Wealth Management LLC
INCREASED
Shares415,397 from 317,638
Change+97,759 (+31%)
Value$29.1M (+$6.0M)
Filed 2026-11-03
Bare Financial Services, Inc
DECREASED
Shares413,813 from 498,411
Change-84,598 (-17%)
Value$29.0M (-$7.6M)
Filed 2026-11-04
Aletheian Wealth Advisors LLC
INCREASED
Shares400,937 from 355,334
Change+45,603 (+13%)
Value$28.1M (+$2.0M)
Filed 2026-10-08
G2 Capital Management, LLC / OH
INCREASED
Shares396,320 from 390,575
Change+5,745 (+1%)
Value$27.8M (-$870.2K)
Filed 2026-10-23
Fonville Wealth Management LLC
INCREASED
Shares394,629 from 358,565
Change+36,064 (+10%)
Value$27.7M (+$1.4M)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares387,906 from 116,417
Change+271,489 (+233%)
Value$27.2M (+$18.7M)
Filed 2026-10-23
Sightline Wealth Advisors, LLC
DECREASED
Shares386,573 from 395,782
Change-9,209 (-2%)
Value$27.1M (-$1.9M)
Filed 2026-10-21
Wealth Analytics Partners, LLC
INCREASED
Shares385,881 from 348,871
Change+37,010 (+11%)
Value$27.1M (+$1.7M)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
DECREASED
Shares384,814 from 394,254
Change-9,440 (-2%)
Value$27.0M (-$1.9M)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares384,100 from 374,811
Change+9,289 (+2%)
Value$26.9M (-$570.3K)
Filed 2026-10-21
Greenbush Financial Group, LLC
INCREASED
Shares367,067 from 349,889
Change+17,178 (+5%)
Value$25.7M (+$64.4K)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares366,261 from 347,678
Change+18,583 (+5%)
Value$25.7M (+$170.2K)
Filed 2026-10-15
McNaughton Wealth Management, LLC
INCREASED
Shares363,202 from 337,236
Change+25,966 (+8%)
Value$25.5M (+$722.1K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares362,634 from 355,826
Change+6,808 (+2%)
Value$25.4M (-$682.4K)
Filed 2026-10-28
Golden Bell Financial Planning LLC
INCREASED
Shares358,463 from 343,092
Change+15,371 (+4%)
Value$25.1M (-$40.2K)
Filed 2026-11-02
New Jersey Better Educational Savings Trust
UNCHANGED
Shares354,594 from 354,594
Change0 (0%)
Value$24.9M (-$1.2M)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares353,020 from 350,744
Change+2,276 (+1%)
Value$24.8M (-$983.8K)
Filed 2026-10-19
Prudent Man Advisors, LLC
INCREASED
Shares348,228 from 347,148
Change+1,080 (+0%)
Value$24.4M (-$1.1M)
Filed 2026-11-03
Five Pine Wealth Management
INCREASED
Shares345,213 from 333,233
Change+11,980 (+4%)
Value$24.2M (-$245.9K)
Filed 2026-10-20
Sard Wealth Management Group, LLC
NEW
Shares342,356
Change+342,356
Value$24.0M
Filed 2026-10-16
Altura Wealth Advisors Inc.
INCREASED
Shares339,953 from 298,902
Change+41,051 (+14%)
Value$23.8M (+$1.9M)
Filed 2026-10-22
Great Waters Wealth Management
DECREASED
Shares332,202 from 393,030
Change-60,828 (-15%)
Value$23.3M (-$5.5M)
Filed 2026-10-07
Veery Capital, LLC
INCREASED
Shares319,730 from 300,556
Change+19,174 (+6%)
Value$22.4M (+$365.2K)
Filed 2026-10-07
PDS Planning, Inc
INCREASED
Shares318,561 from 230,885
Change+87,676 (+38%)
Value$22.3M (+$5.4M)
Filed 2026-11-03
Vigilare Wealth Management
INCREASED
Shares314,264 from 24,189
Change+290,075 (+1199%)
Value$22.0M (+$20.3M)
Filed 2026-10-29
Atmos Advisory, LLC
INCREASED
Shares311,901 from 309,440
Change+2,461 (+1%)
Value$21.9M (-$836.1K)
Filed 2026-10-06
Luminvest Wealth Management LLC
DECREASED
Shares311,275 from 378,971
Change-67,696 (-18%)
Value$21.8M (-$6.0M)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares304,688 from 291,941
Change+12,747 (+4%)
Value$21.4M (-$57.5K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares293,039 from 215,008
Change+78,031 (+36%)
Value$20.6M (+$4.8M)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares292,750 from 312,358
Change-19,608 (-6%)
Value$20.5M (-$2.4M)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares288,277 from 288,437
Change-160 (0%)
Value$20.2M (-$951.5K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares287,761 from 271,867
Change+15,894 (+6%)
Value$20.2M (+$228.8K)
Filed 2026-10-16
Vannoy Advisory Group, Inc.
INCREASED
Shares282,900 from 277,591
Change+5,309 (+2%)
Value$19.8M (-$532.6K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares280,059 from 267,770
Change+12,289 (+5%)
Value$19.6M (-$10.9K)
Filed 2026-10-23
Lexington Hill Partners, LLC
INCREASED
Shares279,647 from 268,796
Change+10,851 (+4%)
Value$19.6M (-$115.0K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares275,495 from 265,443
Change+10,052 (+4%)
Value$19.3M (-$160.2K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares275,413 from 268,034
Change+7,379 (+3%)
Value$19.3M (-$356.1K)
Filed 2026-11-04
Modera Wealth Management, LLC
INCREASED
Shares272,668 from 265,543
Change+7,125 (+3%)
Value$19.1M (-$365.9K)
Filed 2026-10-28
Financial Architects, LLC
DECREASED
Shares271,710 from 275,663
Change-3,953 (-1%)
Value$19.1M (-$1.2M)
Filed 2026-10-13
Courage Miller Partners, LLC
INCREASED
Shares268,895 from 262,115
Change+6,780 (+3%)
Value$18.9M (-$378.9K)
Filed 2026-10-21
Bfsg, LLC
INCREASED
Shares267,097 from 262,844
Change+4,253 (+2%)
Value$18.7M (-$558.5K)
Filed 2026-10-30
Attessa Capital LLC
INCREASED
Shares264,870 from 234,450
Change+30,420 (+13%)
Value$18.6M (+$1.4M)
Filed 2026-10-09
Associated Banc-Corp
INCREASED
Shares264,003 from 215,402
Change+48,601 (+23%)
Value$18.5M (+$2.7M)
Filed 2026-10-30
Asset Management One Co., Ltd.
INCREASED
Shares262,190 from 244,950
Change+17,240 (+7%)
Value$18.4M (+$410.8K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
DECREASED
Shares261,438 from 267,556
Change-6,118 (-2%)
Value$18.3M (-$1.3M)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED
Shares259,729 from 155,905
Change+103,824 (+67%)
Value$18.2M (+$6.8M)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares259,333 from 268,922
Change-9,589 (-4%)
Value$18.2M (-$1.5M)
Filed 2026-11-03
Rinkey Investments
INCREASED
Shares256,014 from 233,157
Change+22,857 (+10%)
Value$18.0M (+$843.3K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares254,858 from 255,361
Change-503 (0%)
Value$17.9M (-$867.7K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares254,784 from 263,650
Change-8,866 (-3%)
Value$17.9M (-$1.5M)
Filed 2026-10-27
Rebalance, LLC
INCREASED
Shares254,536 from 248,432
Change+6,104 (+2%)
Value$17.9M (-$381.7K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares250,274 from 197,879
Change+52,395 (+26%)
Value$17.6M (+$3.0M)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
INCREASED
Shares240,678 from 171,441
Change+69,237 (+40%)
Value$16.9M (+$4.3M)
Filed 2026-10-20
KFG LLC
NEW
Shares239,653
Change+239,653
Value$16.8M
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares239,605 from 221,292
Change+18,313 (+8%)
Value$16.8M (+$563.3K)
Filed 2026-10-30
Whelan Financial
INCREASED
Shares238,263 from 223,927
Change+14,336 (+6%)
Value$16.7M (+$275.6K)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
INCREASED
Shares231,416 from 226,547
Change+4,869 (+2%)
Value$16.2M (-$397.0K)
Filed 2026-10-16
Ashford Advisors, LLC
DECREASED
Shares230,544 from 248,417
Change-17,873 (-7%)
Value$16.2M (-$2.1M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares229,996 from 206,866
Change+23,130 (+11%)
Value$16.1M (+$948.1K)
Filed 2026-10-14
Wrenne Financial Planning LLC
INCREASED
Shares226,494 from 224,108
Change+2,386 (+1%)
Value$15.9M (-$563.2K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares222,548 from 204,210
Change+18,338 (+9%)
Value$15.6M (+$620.7K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares222,340 from 186,946
Change+35,394 (+19%)
Value$15.6M (+$1.9M)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares221,107 from 222,029
Change-922 (0%)
Value$15.5M (-$788.5K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares220,401 from 207,204
Change+13,197 (+6%)
Value$15.5M (+$250.4K)
Filed 2026-10-22
Focus Wealth Advisors, LLC
INCREASED
Shares219,472 from 216,748
Change+2,724 (+1%)
Value$15.4M (-$515.5K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares218,730 from 160,107
Change+58,623 (+37%)
Value$15.3M (+$3.6M)
Filed 2026-10-22
Arbor Investment Advisors, LLC
DECREASED
Shares214,738 from 229,734
Change-14,996 (-7%)
Value$15.1M (-$1.8M)
Filed 2026-10-26
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares214,686 from 90,296
Change+124,390 (+138%)
Value$15.1M (+$8.4M)
Filed 2026-10-15
Trellis Wealth Advisors LLC
INCREASED
Shares214,355 from 202,849
Change+11,506 (+6%)
Value$15.0M (+$145.8K)
Filed 2026-10-19
LCW Services, LLC
INCREASED
Shares213,840 from 200,427
Change+13,413 (+7%)
Value$15.0M (+$287.5K)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares213,400 from 219,377
Change-5,977 (-3%)
Value$15.0M (-$1.1M)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares212,531 from 193,593
Change+18,938 (+10%)
Value$14.9M (+$697.4K)
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares210,796 from 194,830
Change+15,966 (+8%)
Value$14.8M (+$484.9K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED
Shares209,008 from 209,469
Change-461 (0%)
Value$14.7M (-$715.2K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares206,906 from 121,848
Change+85,058 (+70%)
Value$14.5M (+$5.6M)
Filed 2026-10-27
Dorval Corp
INCREASED
Shares205,584 from 200,239
Change+5,345 (+3%)
Value$14.4M (-$277.8K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares198,187 from 197,919
Change+268 (+0%)
Value$13.9M (-$626.4K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares195,316 from 191,011
Change+4,305 (+2%)
Value$13.7M (-$320.7K)
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares192,383 from 159,442
Change+32,941 (+21%)
Value$13.8M (+$2.2M)
Filed 2026-11-05
Root Financial Partners, LLC
INCREASED
Shares191,521 from 171,731
Change+19,790 (+12%)
Value$13.4M (+$828.4K)
Filed 2026-10-21
DSG Capital Advisors, LLC
DECREASED
Shares190,532 from 197,445
Change-6,913 (-3%)
Value$13.4M (-$988.4K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares186,173 from 403,515
Change-217,342 (-54%)
Value$13.1M (-$16.7M)
Filed 2026-10-13
Oceanside Advisors LLC
INCREASED
Shares180,541 from 156,924
Change+23,617 (+15%)
Value$12.7M (+$1.1M)
Filed 2026-11-03
Powers Advisory Group, LLC
INCREASED
Shares180,070 from 163,579
Change+16,491 (+10%)
Value$12.6M (+$623.6K)
Filed 2026-10-14
Main Line Retirement Advisors, LLC
INCREASED
Shares175,124 from 161,344
Change+13,780 (+9%)
Value$12.3M (+$440.7K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares173,975 from 159,629
Change+14,346 (+9%)
Value$12.2K (-$11.7M)
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares172,914 from 178,765
Change-5,851 (-3%)
Value$12.2M (-$709.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares172,914 from 178,765
Change-5,851 (-3%)
Value$12.2M (-$709.2K)
Filed 2026-10-20
TD Private Client Wealth LLC
INCREASED
Shares170,660 from 161,225
Change+9,435 (+6%)
Value$12.0M (+$136.3K)
Filed 2026-10-28
LVW Advisors, LLC
DECREASED
Shares170,133 from 204,376
Change-34,243 (-17%)
Value$11.9M (-$3.1M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares169,476 from 131,729
Change+37,747 (+29%)
Value$11.9M (+$2.2M)
Filed 2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares169,200
Change+169,200
Value$11.9M
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares167,397 from 172,637
Change-5,240 (-3%)
Value$11.7M (-$930.4K)
Filed 2026-10-20
Meritas Wealth Management, LLC
INCREASED
Shares166,715 from 131,333
Change+35,382 (+27%)
Value$11.7M (+$2.1M)
Filed 2026-10-14
Zeit Capital LLC
INCREASED
Shares165,331 from 164,501
Change+830 (+1%)
Value$11.6M (-$478.0K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares164,816 from 154,951
Change+9,865 (+6%)
Value$11.7M (+$539.7K)
Filed 2026-10-27
First National Trust Co
INCREASED
Shares162,103 from 119,999
Change+42,104 (+35%)
Value$11.4M (+$2.6M)
Filed 2026-10-28
NewCorp Financial Services, Inc.
DECREASED
Shares160,654 from 175,099
Change-14,445 (-8%)
Value$11.3M (-$1.6M)
Filed 2026-10-14
Souders Financial Advisors
DECREASED
Shares159,873 from 162,869
Change-2,996 (-2%)
Value$11.2M (-$741.1K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares159,323 from 164,403
Change-5,080 (-3%)
Value$11.2M (-$892.3K)
Filed 2026-11-04
BancFirst Trust & Investment Management
UNCHANGED
Shares158,620 from 158,620
Change0 (0%)
Value$11.1M (-$552.0K)
Filed 2026-10-30
Values Added Financial LLC
DECREASED
Shares156,286 from 168,548
Change-12,262 (-7%)
Value$11.0M (-$1.4M)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares154,135 from 131,163
Change+22,972 (+18%)
Value$10.8M (+$1.2M)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares153,902 from 113,715
Change+40,187 (+35%)
Value$10.8M (+$2.4M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares152,770 from 144,025
Change+8,745 (+6%)
Value$10.7M (+$143.9K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares151,253 from 13,199
Change+138,054 (+1046%)
Value$10.6M (+$9.6M)
Filed 2026-10-26
Fidelis iM, LLC
DECREASED
Shares150,984 from 211,419
Change-60,435 (-29%)
Value$10.6M (-$4.9M)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
DECREASED
Shares150,532 from 152,514
Change-1,982 (-1%)
Value$10.6M (-$636.2K)
Filed 2026-10-27
Darrow Company, Inc.
INCREASED
Shares148,670 from 141,630
Change+7,040 (+5%)
Value$10.4M (+$32.2K)
Filed 2026-10-22
Platt Investment Counsel, LLC
DECREASED
Shares148,151 from 156,616
Change-8,465 (-5%)
Value$10.4M (-$1.1M)
Filed 2026-10-07
Prospera Financial Services Inc
DECREASED
Shares144,585 from 153,723
Change-9,138 (-6%)
Value$10.3M (-$938.8K)
Filed 2026-11-04
Armor Investment Advisors, LLC
DECREASED
Shares144,045 from 150,328
Change-6,283 (-4%)
Value$10.1M (-$930.8K)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
INCREASED
Shares143,674 from 137,185
Change+6,489 (+5%)
Value$10.1M (+$8.0K)
Filed 2026-10-14
Wiser Wealth Management, Inc
DECREASED
Shares143,337 from 169,482
Change-26,145 (-15%)
Value$10.1M (-$2.4M)
Filed 2026-10-14
McCarthy Asset Management, Inc.
DECREASED
Shares143,176 from 146,097
Change-2,921 (-2%)
Value$10.0M (-$681.2K)
Filed 2026-10-20
Bernzott Capital Advisors
INCREASED
Shares142,649 from 128,896
Change+13,753 (+11%)
Value$10.0M (+$544.6K)
Filed 2026-10-29
Harpswell Capital Advisors, LLC
DECREASED
Shares141,662 from 198,611
Change-56,949 (-29%)
Value$9.9M (-$4.6M)
Filed 2026-10-09
Avantax Planning Partners, Inc.
INCREASED
Shares141,654 from 58,857
Change+82,797 (+141%)
Value$9.9M (+$5.6M)
Filed 2026-11-03
Colony Family Offices, LLC
INCREASED
Shares138,830 from 119,984
Change+18,846 (+16%)
Value$9.7M (+$930.9K)
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares138,685 from 143,104
Change-4,419 (-3%)
Value$9.7M (-$776.5K)
Filed 2026-11-02
Pioneer Wealth Management Group
INCREASED
Shares137,943 from 28,615
Change+109,328 (+382%)
Value$9.7M (+$7.6M)
Filed 2026-10-09
Glenview Trust Co
INCREASED
Shares137,438 from 132,556
Change+4,882 (+4%)
Value$9.6M (-$89.7K)
Filed 2026-10-28
Members Wealth LLC
INCREASED
Shares136,892 from 126,500
Change+10,392 (+8%)
Value$9.6M (+$296.0K)
Filed 2026-10-20
Ryan Investment Management, Inc.
INCREASED
Shares136,617 from 134,043
Change+2,574 (+2%)
Value$9.6M (-$256.4K)
Filed 2026-10-20
Essex LLC
NEW
Shares135,497
Change+135,497
Value$9.5M
Filed 2026-10-14
Phillips Financial Management, LLC
DECREASED
Shares135,167 from 145,034
Change-9,867 (-7%)
Value$9.5M (-$1.2M)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED
Shares134,619 from 135,066
Change-447 (0%)
Value$9.4M (-$471.7K)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
DECREASED
Shares133,991 from 134,115
Change-124 (0%)
Value$9.4M (-$445.9K)
Filed 2026-10-20
Schuylkill Financial LLC
INCREASED
Shares132,072 from 127,247
Change+4,825 (+4%)
Value$9.3M (-$76.3K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
DECREASED
Shares130,925 from 131,195
Change-270 (0%)
Value$9.2M (-$406.6K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
INCREASED
Shares130,818 from 116,970
Change+13,848 (+12%)
Value$9.2M (+$590.1K)
Filed 2026-10-26
Trek Financial, LLC
INCREASED
Shares130,721 from 121,177
Change+9,544 (+8%)
Value$9.2M (+$274.5K)
Filed 2026-10-29
Curran Financial Partners, LLC
INCREASED
Shares130,584 from 118,753
Change+11,831 (+10%)
Value$9.2M (+$442.8K)
Filed 2026-11-04
Lebenthal Global Advisors, LLC
INCREASED
Shares130,491 from 97,601
Change+32,890 (+34%)
Value$9.2M (+$2.0M)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
INCREASED
Shares128,911 from 119,603
Change+9,308 (+8%)
Value$9.0K (-$8.8M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares128,827 from 143,321
Change-14,494 (-10%)
Value$6.1M (-$1.3M)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED
Shares127,140 from 187,038
Change-59,898 (-32%)
Value$8.9M (-$4.8M)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares126,848 from 84,524
Change+42,324 (+50%)
Value$8.9M (+$2.7M)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares125,145 from 124,857
Change+288 (+0%)
Value$8.8M (-$386.8K)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED
Shares125,096 from 8,208
Change+116,888 (+1424%)
Value$8.8M (+$8.2M)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares124,391 from 121,299
Change+3,092 (+3%)
Value$8.7M (-$178.5K)
Filed 2026-10-19
Intelligent Financial Strategies
DECREASED
Shares123,277 from 123,649
Change-372 (0%)
Value$8.6M (-$429.2K)
Filed 2026-10-16
K2 Financial Inc.
INCREASED
Shares120,921 from 110,491
Change+10,430 (+9%)
Value$8.5M (+$413.4K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares120,812 from 118,010
Change+2,802 (+2%)
Value$8.5M (-$188.1K)
Filed 2026-10-26
JIM Saulnier & Associates, LLC
INCREASED
Shares119,501 from 113,001
Change+6,500 (+6%)
Value$8.4M (+$87.6K)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares117,281 from 117,814
Change-533 (0%)
Value$8.2M (-$419.9K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares115,306 from 110,932
Change+4,374 (+4%)
Value$8.1M (-$54.8K)
Filed 2026-10-08
Stephen J. Garry & Associates, LLC
DECREASED
Shares114,808 from 146,210
Change-31,402 (-21%)
Value$8.1M (-$2.7M)
Filed 2026-11-05
L.K. Benson & Company, P.C.
INCREASED
Shares114,405 from 110,982
Change+3,423 (+3%)
Value$8.0M (-$121.7K)
Filed 2026-10-23
Fund Evaluation Group, LLC
DECREASED
Shares114,128 from 114,146
Change-18 (0%)
Value$8.0M (-$373.4K)
Filed 2026-11-05
Cynosure Group, LLC
DECREASED
Shares113,593 from 141,835
Change-28,242 (-20%)
Value$8.0M (-$2.4M)
Filed 2026-11-03
City State Bank
DECREASED
Shares112,051 from 113,586
Change-1,535 (-1%)
Value$7.9M (-$478.0K)
Filed 2026-10-20
Prospect Financial Group LLC
DECREASED
Shares111,864 from 118,297
Change-6,433 (-5%)
Value$7.8M (-$836.9K)
Filed 2026-11-05
Private Client Services, LLC
INCREASED
Shares111,130 from 103,868
Change+7,262 (+7%)
Value$7.8M (+$170.8K)
Filed 2026-10-02
Courier Capital LLC
DECREASED
Shares111,051 from 116,693
Change-5,642 (-5%)
Value$7.8M (-$776.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares109,389 from 87,218
Change+22,171 (+25%)
Value$7.7M (+$1.3M)
Filed 2026-10-08
Triad Wealth Partners, LLC
INCREASED
Shares108,900 from 103,030
Change+5,870 (+6%)
Value$7.6M (+$205.7K)
Filed 2026-10-26
RTD Financial Advisors, Inc.
INCREASED
Shares108,153 from 102,066
Change+6,087 (+6%)
Value$7.6M (+$94.3K)
Filed 2026-10-09
Peak Wealth Management LLC
DECREASED
Shares108,010 from 111,436
Change-3,426 (-3%)
Value$7.6M (-$538.9K)
Filed 2026-10-26
LifeGoal Investments, LLC
DECREASED
Shares107,498 from 117,536
Change-10,038 (-9%)
Value$7.5M (-$1.1M)
Filed 2026-10-09
Manuka Financial, LLC
INCREASED
Shares107,066 from 96,894
Change+10,172 (+11%)
Value$7.5M (+$398.4K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares105,591 from 85,762
Change+19,829 (+23%)
Value$7.4M (+$1.1M)
Filed 2026-10-27
Farrell Financial LLC
INCREASED
Shares105,258 from 96,242
Change+9,016 (+9%)
Value$7.4M (+$318.7K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares104,257 from 106,399
Change-2,142 (-2%)
Value$7.3M (-$497.1K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares104,075 from 102,811
Change+1,264 (+1%)
Value$7.3M (-$246.5K)
Filed 2026-10-23
Washington Trust Bank
INCREASED
Shares104,019 from 72,087
Change+31,932 (+44%)
Value$7.3M (+$2.0M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares103,185 from 111,521
Change-8,336 (-7%)
Value$7.2M (-$948.3K)
Filed 2026-10-08
Reality Financial Planning Services, LLC
INCREASED
Shares102,056 from 100,088
Change+1,968 (+2%)
Value$7.2M (-$188.2K)
Filed 2026-11-03
Matrix Trust Co
INCREASED
Shares101,010 from 100,340
Change+670 (+1%)
Value$7.1K (-$280)
Filed 2026-10-07
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares100,889 from 122,146
Change-21,257 (-17%)
Value$7.1M (-$1.9M)
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares100,048 from 84,552
Change+15,496 (+18%)
Value$7.0M (+$811.4K)
Filed 2026-10-26
GoalFusion Wealth Management, LLC
INCREASED
Shares99,469 from 40,108
Change+59,361 (+148%)
Value$7.0M (+$4.0M)
Filed 2026-10-06
Stonekeep Investments, LLC
INCREASED
Shares96,813 from 89,320
Change+7,493 (+8%)
Value$6.8M (+$6.8M)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares96,357 from 319,746
Change-223,389 (-70%)
Value$6.8M (-$16.7M)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares96,227 from 42,523
Change+53,704 (+126%)
Value$6.8M (+$3.6M)
Filed 2026-10-30
Aurelius Family Office LLC
DECREASED
Shares95,216 from 97,708
Change-2,492 (-3%)
Value$6.7M (-$493.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares94,695 from 93,987
Change+708 (+1%)
Value$6.6M (-$256.7K)
Filed 2026-10-26
Sarasin & Partners LLP
INCREASED
Shares94,426 from 61,062
Change+33,364 (+55%)
Value$6.6M (+$2.1M)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares94,259 from 87,680
Change+6,579 (+8%)
Value$6.6M (+$175.7K)
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares93,541
Change+93,541
Value$6.6M
Filed 2026-10-05
Shade Tree Advisors LLC
INCREASED
Shares93,360 from 87,248
Change+6,112 (+7%)
Value$6.5M (+$144.3K)
Filed 2026-10-22
Clarus Wealth Advisors
INCREASED
Shares92,986 from 88,757
Change+4,229 (+5%)
Value$6.5M (+$76.9K)
Filed 2026-10-13
Womack Financial LLC
INCREASED
Shares92,611 from 83,865
Change+8,746 (+10%)
Value$6.5M (+$340.1K)
Filed 2026-10-14
Breakwater Investment Management
DECREASED
Shares92,262 from 116,759
Change-24,497 (-21%)
Value$6.5M (-$2.1M)
Filed 2026-10-20
Tanager Wealth Management LLP
DECREASED
Shares92,152 from 106,623
Change-14,471 (-14%)
Value$6.5M (-$1.4M)
Filed 2026-10-19
Verus Wealth Management, LLC
DECREASED
Shares91,450 from 101,675
Change-10,225 (-10%)
Value$6.4M (-$1.0M)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares90,641 from 86,156
Change+4,485 (+5%)
Value$6.4M (+$33.8K)
Filed 2026-11-04
Single Point Partners, LLC
INCREASED
Shares90,634 from 61,893
Change+28,741 (+46%)
Value$6.4M (+$1.8M)
Filed 2026-10-19
Jacobi Capital Management LLC
DECREASED
Shares90,314 from 92,463
Change-2,149 (-2%)
Value$6.3M (-$452.2K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares88,238 from 134,409
Change-46,171 (-34%)
Value$6.2M (-$3.7M)
Filed 2026-11-02
Providence First Trust Co
INCREASED
Shares87,464 from 67,297
Change+20,167 (+30%)
Value$6.1M (+$1.2M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares87,214 from 84,997
Change+2,217 (+3%)
Value$6.1M (-$121.6K)
Filed 2026-10-30
Fullerton Advisors, LLC
INCREASED
Shares86,989 from 79,876
Change+7,113 (+9%)
Value$6.1M (+$238.6K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares84,649 from 97,307
Change-12,658 (-13%)
Value$5.9M (-$1.2M)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares83,033 from 3,771
Change+79,262 (+2102%)
Value$5.8M (+$5.5M)
Filed 2026-10-26
CFG Wealth Management Services, Inc.
DECREASED
Shares83,000 from 84,729
Change-1,729 (-2%)
Value$5.8M (-$741.9K)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares82,382 from 77,349
Change+5,033 (+7%)
Value$5.8M (+$100.9K)
Filed 2026-10-21
Inman Jager Wealth Management, LLC
INCREASED
Shares81,599 from 78,723
Change+2,876 (+4%)
Value$5.7M (-$54.9K)
Filed 2026-11-05
HT Partners LLC
INCREASED
Shares81,507 from 81,386
Change+121 (+0%)
Value$5.7M (-$256.8K)
Filed 2026-10-20
IFS Advisors, LLC
INCREASED
Shares81,453 from 79,703
Change+1,750 (+2%)
Value$5.7M (-$137.1K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares81,012 from 79,602
Change+1,410 (+2%)
Value$5.7M (-$160.5K)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares80,171 from 84,429
Change-4,258 (-5%)
Value$5.6M (-$573.9K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares78,661 from 45,191
Change+33,470 (+74%)
Value$5.5M (+$2.2M)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares77,963 from 76,676
Change+1,287 (+2%)
Value$5.5M (-$159.7K)
Filed 2026-10-22
Valpey Financial Services, LLC
INCREASED
Shares77,856 from 75,702
Change+2,154 (+3%)
Value$5.5M (-$95.7K)
Filed 2026-10-30
Retiremitten Financial LLC
NEW
Shares77,798
Change+77,798
Value$5.5M
Filed 2026-11-05
Human Investing LLC
INCREASED
Shares77,481 from 72,546
Change+4,935 (+7%)
Value$5.4M (+$109.7K)
Filed 2026-10-19
Hiley Hunt Wealth Management
DECREASED
Shares77,465 from 78,200
Change-735 (-1%)
Value$5.4M (-$306.5K)
Filed 2026-10-08
SigFig Wealth Management, LLC
DECREASED
Shares77,359 from 81,612
Change-4,253 (-5%)
Value$5.4M (-$588.9K)
Filed 2026-10-07
Graetz Wealth LLC
DECREASED
Shares77,077 from 77,561
Change-484 (-1%)
Value$5.4M (-$286.8K)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares76,896 from 218,450
Change-141,554 (-65%)
Value$5.4M (-$10.6M)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares76,872 from 78,453
Change-1,581 (-2%)
Value$5.4M (-$366.7K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares75,881 from 75,597
Change+284 (+0%)
Value$5.3M (-$226.5K)
Filed 2026-11-05
Straight Path Wealth Management
INCREASED
Shares73,275 from 64,077
Change+9,198 (+14%)
Value$5.1M (+$436.3K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
DECREASED
Shares72,905 from 73,017
Change-112 (0%)
Value$5.1M (-$245.9K)
Filed 2026-10-26
Charis Legacy Partners, LLC
DECREASED
Shares71,115 from 71,353
Change-238 (0%)
Value$5.0M (-$249.3K)
Filed 2026-10-22
Briggs Wealth Management, Inc
DECREASED
Shares69,976 from 92,814
Change-22,838 (-25%)
Value$4.9M (-$1.9M)
Filed 2026-10-26
Bricktown Capital, LLC
UNCHANGED
Shares69,635 from 69,635
Change0 (0%)
Value$4.9M (-$227.0K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares69,034 from 35,037
Change+33,997 (+97%)
Value$4.9M (+$2.4M)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares68,519 from 60,008
Change+8,511 (+14%)
Value$4.8M (+$401.4K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares68,411 from 87,355
Change-18,944 (-22%)
Value$4.9M (-$1.5M)
Filed 2026-11-02
Motive Wealth Advisors
DECREASED
Shares66,906 from 72,136
Change-5,230 (-7%)
Value$4.7M (-$602.0K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares66,705 from 78,310
Change-11,605 (-15%)
Value$4.7M (-$1.1M)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares66,414
Change+66,414
Value$4.7K
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares66,224 from 99,776
Change-33,552 (-34%)
Value$4.6M (-$2.7M)
Filed 2026-10-15
MMA Asset Management LLC
DECREASED
Shares64,559 from 64,670
Change-111 (0%)
Value$4.5M (-$218.6K)
Filed 2026-11-02
Chesley Taft & Associates LLC
INCREASED
Shares64,328 from 62,518
Change+1,810 (+3%)
Value$4.5M (-$76.8K)
Filed 2026-10-13
Lifestyle Asset Management, Inc.
NEW
Shares64,305
Change+64,305
Value$4.5M
Filed 2026-10-20
Arta Finance Wealth Management LLC
INCREASED
Shares64,027 from 57,251
Change+6,776 (+12%)
Value$4.5M (+$286.8K)
Filed 2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED
Shares63,452 from 62,085
Change+1,367 (+2%)
Value$4.5M (-$106.5K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED
Shares63,435 from 65,560
Change-2,125 (-3%)
Value$4.4M (-$362.8K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares63,043 from 87,321
Change-24,278 (-28%)
Value$4.4M (-$2.0M)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares62,778 from 62,398
Change+380 (+1%)
Value$4.4M (-$176.8K)
Filed 2026-10-05
Seros Financial, LLC
INCREASED
Shares62,477 from 57,612
Change+4,865 (+8%)
Value$4.4M (+$153.5K)
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares61,032 from 61,954
Change-922 (-1%)
Value$4.3M (-$266.6K)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares60,406 from 57,207
Change+3,199 (+6%)
Value$4.2M (+$37.9K)
Filed 2026-10-21
Sunesis Advisors, LLC
INCREASED
Shares60,383 from 52,221
Change+8,162 (+16%)
Value$4.2M (+$402.3K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares60,338 from 63,014
Change-2,676 (-4%)
Value$4.2M (-$388.9K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares60,282 from 60,282
Change0 (0%)
Value$4.4M ($0)
Filed 2026-10-28
Ramiah Investment Group
INCREASED
Shares59,421 from 57,070
Change+2,351 (+4%)
Value$4.2M (-$21.1K)
Filed 2026-10-20
Cutler Investment Counsel LLC
INCREASED
Shares59,080 from 57,713
Change+1,367 (+2%)
Value$4.1M (-$92.3K)
Filed 2026-10-28
Sherry Group, Inc.
INCREASED
Shares59,035 from 58,624
Change+411 (+1%)
Value$4.1M (-$179.6K)
Filed 2026-10-09
Daymark Wealth Partners, LLC
DECREASED
Shares58,866 from 77,239
Change-18,373 (-24%)
Value$4.1M (-$1.5M)
Filed 2026-11-04
Leeward Financial Partners, LLC
INCREASED
Shares58,801 from 57,230
Change+1,571 (+3%)
Value$4.1M (-$76.4K)
Filed 2026-10-23
American Financial & TAX Strategies Inc
INCREASED
Shares58,482 from 57,668
Change+814 (+1%)
Value$4.1M (-$130.9K)
Filed 2026-10-16
First Command Advisory Services, Inc.
NEW
Shares58,448
Change+58,448
Value$4.1M
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares58,338 from 125,335
Change-66,997 (-53%)
Value$4.1K (-$9.2M)
Filed 2026-11-05
Financial & Tax Architects, LLC
INCREASED
Shares58,121 from 56,277
Change+1,844 (+3%)
Value$4.1M (-$54.1K)
Filed 2026-10-15
OFS Enterprise LLC
DECREASED
Shares58,055 from 58,938
Change-883 (-1%)
Value$4.1M (-$254.1K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares58,039 from 17,648
Change+40,391 (+229%)
Value$4.1M (+$2.8M)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares58,000 from 59,216
Change-1,216 (-2%)
Value$4.1M (-$278.3K)
Filed 2026-10-27
City Holding Co
INCREASED
Shares57,402 from 47,323
Change+10,079 (+21%)
Value$4.0M (+$553.2K)
Filed 2026-10-19
Sherman Asset Management, Inc.
INCREASED
Shares57,382 from 56,436
Change+946 (+2%)
Value$4.0M (-$117.6K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares57,128 from 55,836
Change+1,292 (+2%)
Value$4.0M (-$91.3K)
Filed 2026-10-29
Floyd Financial Group LLC
INCREASED
Shares57,045 from 56,785
Change+260 (+0%)
Value$4.0M (-$116.3K)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
INCREASED
Shares56,185 from 45,003
Change+11,182 (+25%)
Value$3.9M (+$637.7K)
Filed 2026-10-16
Scissortail Wealth Management, LLC
INCREASED
Shares55,711 from 54,899
Change+812 (+1%)
Value$3.9M (-$122.0K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares55,254 from 40,988
Change+14,266 (+35%)
Value$3.9M (+$867.1K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares54,401 from 51,636
Change+2,765 (+5%)
Value$3.8M (+$25.6K)
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares54,006 from 48,200
Change+5,806 (+12%)
Value$3.8M (+$250.1K)
Filed 2026-10-07
Capital Square, LLC
INCREASED
Shares53,844 from 50,812
Change+3,032 (+6%)
Value$3.8M (+$79.6K)
Filed 2026-10-19
Capital Investment Services of America, Inc.
DECREASED
Shares53,599 from 58,298
Change-4,699 (-8%)
Value$3.8M (-$519.7K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares53,396 from 51,569
Change+1,827 (+4%)
Value$3.7M (-$39.9K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
INCREASED
Shares52,604 from 48,821
Change+3,783 (+8%)
Value$3.7M (+$106.2K)
Filed 2026-10-22
Donalies Financial Planning, LLC
INCREASED
Shares51,173 from 50,403
Change+770 (+2%)
Value$3.6M (-$110.3K)
Filed 2026-10-19
Allodium Investment Consultants, LLC
INCREASED
Shares50,573 from 45,429
Change+5,144 (+11%)
Value$3.5M (+$212.8K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares50,076 from 4,991
Change+45,085 (+903%)
Value$3.5M (+$3.1M)
Filed 2026-10-13
NYL Investors LLC
INCREASED
Shares49,875 from 49,531
Change+344 (+1%)
Value$3.5M (-$137.3K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares49,358 from 53,177
Change-3,819 (-7%)
Value$3.5M (-$441.3K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED
Shares49,347 from 50,725
Change-1,378 (-3%)
Value$3.5M (-$262.0K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares49,236 from 46,908
Change+2,328 (+5%)
Value$3.5M (+$10.4K)
Filed 2026-10-19
Wealth Architects, LLC
DECREASED
Shares49,100 from 49,791
Change-691 (-1%)
Value$3.4M (-$210.8K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares48,936 from 46,379
Change+2,557 (+6%)
Value$3.4M (+$28.2K)
Filed 2026-11-04
Stewardship Advisors, LLC
INCREASED
Shares48,595 from 46,711
Change+1,884 (+4%)
Value$3.4M (-$20.1K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares48,313 from 44,693
Change+3,620 (+8%)
Value$3.4M (+$108.2K)
Filed 2026-10-30
BCO Wealth Management LLC
DECREASED
Shares48,261 from 48,688
Change-427 (-1%)
Value$3.4M (-$188.7K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares48,208
Change+48,208
Value$3.4M
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares47,837 from 50,518
Change-2,681 (-5%)
Value$3.4M (-$352.8K)
Filed 2026-11-05
Ridgewood Investments LLC
INCREASED
Shares47,653 from 19,916
Change+27,737 (+139%)
Value$3.3M (+$1.9M)
Filed 2026-10-05
Exchange Bank
INCREASED
Shares47,027 from 46,131
Change+896 (+2%)
Value$3.3M (-$87.5K)
Filed 2026-10-07
Regions Financial Corp
INCREASED
Shares46,985 from 34,151
Change+12,834 (+38%)
Value$3.3M (+$789.0K)
Filed 2026-11-05
Lynx Investment Advisory
DECREASED
Shares46,966 from 49,223
Change-2,257 (-5%)
Value$3.3M (-$318.8K)
Filed 2026-10-27
Guardian Asset Advisors, LLC
INCREASED
Shares46,777 from 28,230
Change+18,547 (+66%)
Value$3.3M (+$1.2M)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares46,679
Change+46,679
Value$3.3M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares46,679 from 122,576
Change-75,897 (-62%)
Value$3.3M (-$5.7M)
Filed 2026-10-14
Marotta Asset Management
INCREASED
Shares46,653 from 40,993
Change+5,660 (+14%)
Value$3.3M (+$277.8K)
Filed 2026-10-02
Sigma Planning Corp
DECREASED
Shares46,415 from 46,829
Change-414 (-1%)
Value$3.3M (-$167.4K)
Filed 2026-10-23
Bdfs Capital LLC
DECREASED
Shares45,879 from 46,424
Change-545 (-1%)
Value$3.2M (-$189.5K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares45,848 from 45,848
Change0 (0%)
Value$3.2M (-$149.5K)
Filed 2026-10-05
Three Seasons Wealth, LLC
INCREASED
Shares45,698 from 38,661
Change+7,037 (+18%)
Value$3.2M (+$367.6K)
Filed 2026-11-03
Barden Capital Management, Inc.
INCREASED
Shares45,001 from 43,576
Change+1,425 (+3%)
Value$3.2M (-$42.1K)
Filed 2026-10-09
Silverlake Wealth Management LLC
DECREASED
Shares44,231 from 45,120
Change-889 (-2%)
Value$3.1M (-$209.5K)
Filed 2026-10-21
FAI Advisors, Inc.
INCREASED
Shares44,038 from 43,316
Change+722 (+2%)
Value$3.1M (-$90.6K)
Filed 2026-10-27
Michels Family Financial, LLC
INCREASED
Shares43,876 from 40,528
Change+3,348 (+8%)
Value$3.1M (+$102.7K)
Filed 2026-11-02
TFC Financial Management, Inc.
INCREASED
Shares43,736 from 43,338
Change+398 (+1%)
Value$3.1M (-$113.3K)
Filed 2026-10-26
Thrive Capital Management, LLC
INCREASED
Shares43,510 from 31,402
Change+12,108 (+39%)
Value$3.1M (+$747.0K)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares43,405 from 43,880
Change-475 (-1%)
Value$3.0M (-$176.4K)
Filed 2026-10-29
Blueprint Financial Advisors LLC
NEW
Shares43,350
Change+43,350
Value$3.0M
Filed 2026-10-28
Transcendent Capital Group LLC
INCREASED
Shares42,804 from 41,280
Change+1,524 (+4%)
Value$3.0M (-$27.7K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares42,395 from 38,873
Change+3,522 (+9%)
Value$3.0M (+$120.3K)
Filed 2026-11-05
David Kennon Inc
DECREASED
Shares41,692 from 42,239
Change-547 (-1%)
Value$2.9M (-$176.1K)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
INCREASED
Shares41,588 from 33,649
Change+7,939 (+24%)
Value$2.9M (+$447.3K)
Filed 2026-10-20
ETF Portfolio Partners, Inc.
DECREASED
Shares41,418 from 58,175
Change-16,757 (-29%)
Value$2.9M (-$1.4M)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares41,383 from 40,983
Change+400 (+1%)
Value$2.9M (-$105.6K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
INCREASED
Shares40,690 from 40,689
Change+1 (0%)
Value$2.9M (-$132.6K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED
Shares40,231 from 43,416
Change-3,185 (-7%)
Value$2.8M (-$365.0K)
Filed 2026-10-13
Equity Wealth Partners, LLC
INCREASED
Shares40,140 from 27,689
Change+12,451 (+45%)
Value$2.8M (+$783.2K)
Filed 2026-10-26
Grove Street Fiduciary, LLC
DECREASED
Shares39,645 from 46,601
Change-6,956 (-15%)
Value$2.8M (-$639.9K)
Filed 2026-10-13
Sincerus Advisory, LLC
INCREASED
Shares39,207 from 20,780
Change+18,427 (+89%)
Value$2.8M (+$1.2M)
Filed 2026-10-09
Aegon USA Investment Management, LLC
DECREASED
Shares39,158 from 39,665
Change-507 (-1%)
Value$2.7M (-$164.9K)
Filed 2026-10-30
Squire Investment Management Company, LLC
INCREASED
Shares39,088 from 30,892
Change+8,196 (+27%)
Value$2.7M (+$474.3K)
Filed 2026-11-03
Howard Wealth Management, LLC
DECREASED
Shares39,061 from 39,349
Change-288 (-1%)
Value$2.7M (-$148.5K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares38,940 from 11,684
Change+27,256 (+233%)
Value$2.7M (+$1.9M)
Filed 2026-10-29
Howland Capital Management LLC
INCREASED
Shares38,672 from 38,280
Change+392 (+1%)
Value$2.7M (-$97.3K)
Filed 2026-10-22
RW Investment Management LLC
INCREASED
Shares38,324 from 38,301
Change+23 (+0%)
Value$2.7M (-$123.2K)
Filed 2026-11-03
Victory Financial Group, LLC
DECREASED
Shares38,063 from 41,334
Change-3,271 (-8%)
Value$2.7M (-$364.2K)
Filed 2026-10-27
Align Financial, LLC
DECREASED
Shares37,920 from 40,213
Change-2,293 (-6%)
Value$2.7M (-$292.0K)
Filed 2026-10-16
Prosperity Planning, Inc.
INCREASED
Shares37,665 from 34,137
Change+3,528 (+10%)
Value$2.6M (+$136.2K)
Filed 2026-10-09
First Citizens Bank & Trust Co
INCREASED
Shares37,550 from 35,069
Change+2,481 (+7%)
Value$2.6M (+$59.7K)
Filed 2026-10-14
Sellwood Investment Partners LLC
INCREASED
Shares37,194 from 33,779
Change+3,415 (+10%)
Value$2.6M (+$129.4K)
Filed 2026-11-03
Mountain Pacific Investment Advisers LLC
INCREASED
Shares36,918 from 36,164
Change+754 (+2%)
Value$2.6M (-$65.0K)
Filed 2026-10-29
Centennial Advisors, LLC
INCREASED
Shares36,482 from 35,044
Change+1,438 (+4%)
Value$2.6M (-$13.3K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares36,120 from 32,045
Change+4,075 (+13%)
Value$2.5M (+$181.4K)
Filed 2026-10-19
Hegarty Advisors, LLC
INCREASED
Shares35,987 from 35,099
Change+888 (+3%)
Value$2.5M (-$52.2K)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares35,749 from 21,557
Change+14,192 (+66%)
Value$2.5M (+$925.3K)
Filed 2026-10-14
Meitav Investment House LTD
INCREASED
Shares35,686 from 27,082
Change+8,604 (+32%)
Value$2.5M (+$511.0K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares35,636 from 33,353
Change+2,283 (+7%)
Value$2.5M (+$51.4K)
Filed 2026-10-19
Topor & Co. Korea
UNCHANGED
Shares35,239 from 35,239
Change0 (0%)
Value$2.5M (-$114.9K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares35,203 from 34,590
Change+613 (+2%)
Value$2.5M (-$69.8K)
Filed 2026-11-04
Armbruster Capital Management, Inc.
NEW
Shares34,975
Change+34,975
Value$2.5M
Filed 2026-10-19
Summit Investment Advisors, Inc.\KS
DECREASED
Shares34,632 from 65,845
Change-31,213 (-47%)
Value$2.4M (-$2.4M)
Filed 2026-11-05
Cumberland Advisors Inc
INCREASED
Shares34,535 from 31,980
Change+2,555 (+8%)
Value$2.4M (+$75.0K)
Filed 2026-10-30
Willow Creek Wealth Management Inc.
INCREASED
Shares34,520 from 27,651
Change+6,869 (+25%)
Value$2.4M (+$391.7K)
Filed 2026-10-26
Joel Adams & Associates, Inc.
INCREASED
Shares34,379 from 27,792
Change+6,587 (+24%)
Value$2.4M (+$371.5K)
Filed 2026-11-02
GEN Financial Management, Inc.
NEW
Shares34,181
Change+34,181
Value$2.4M
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares33,908 from 28,049
Change+5,859 (+21%)
Value$2.4M (+$319.6K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
DECREASED
Shares33,889 from 34,107
Change-218 (-1%)
Value$2.4M (-$126.5K)
Filed 2026-11-05
CMG Global Holdings, LLC
DECREASED
Shares33,790 from 188,529
Change-154,739 (-82%)
Value$2.4M (-$11.5M)
Filed 2026-10-14
Websterrogers Financial Advisors, LLC
INCREASED
Shares33,502 from 28,940
Change+4,562 (+16%)
Value$2.4M (+$225.7K)
Filed 2026-11-02
First American Bank
INCREASED
Shares33,359 from 15,226
Change+18,133 (+119%)
Value$2.3M (+$1.2M)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares33,355 from 32,958
Change+397 (+1%)
Value$2.3M (-$79.6K)
Filed 2026-10-15
Granite Islands Private Wealth, LLC
NEW
Shares33,298
Change+33,298
Value$2.3M
Filed 2026-10-16
Xcel Wealth Management, LLC
INCREASED
Shares33,255 from 19,667
Change+13,588 (+69%)
Value$2.3M (+$889.1K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares33,249 from 27,545
Change+5,704 (+21%)
Value$2.3M (+$310.4K)
Filed 2026-10-14
KFA Private Wealth Group, LLC
INCREASED
Shares33,134 from 28,354
Change+4,780 (+17%)
Value$2.3M (+$242.8K)
Filed 2026-10-07
Caldwell Trust Co
INCREASED
Shares32,817 from 25,881
Change+6,936 (+27%)
Value$2.3M (+$402.2K)
Filed 2026-10-30
Tabr Capital Management, LLC
INCREASED
Shares32,725 from 31,416
Change+1,309 (+4%)
Value$2.3M (-$10.6K)
Filed 2026-10-20
Fort Henry Capital, LLC
INCREASED
Shares32,346 from 32,178
Change+168 (+1%)
Value$2.3M (-$93.1K)
Filed 2026-10-22
Fermata Advisors, LLC
NEW
Shares32,132
Change+32,132
Value$2.3M
Filed 2026-10-13
Innovative Wealth Building LLC
INCREASED
Shares32,059 from 18,953
Change+13,106 (+69%)
Value$2.2M (+$857.6K)
Filed 2026-10-14
King Luther Capital Management Corp
DECREASED
Shares31,833 from 36,068
Change-4,235 (-12%)
Value$2.2M (-$414.7K)
Filed 2026-11-05
Nvwm, LLC
DECREASED
Shares31,658 from 34,372
Change-2,714 (-8%)
Value$2.2M (-$302.4K)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
INCREASED
Shares31,440 from 28,764
Change+2,676 (+9%)
Value$2.2M (+$94.0K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares31,436 from 28,475
Change+2,961 (+10%)
Value$2.2M (+$122.7K)
Filed 2026-10-15
Alps Advisors Inc
DECREASED
Shares31,411 from 372,601
Change-341,190 (-92%)
Value$2.2M (-$25.1M)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
INCREASED
Shares31,301 from 31,002
Change+299 (+1%)
Value$2.2M (-$80.0K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares31,158
Change+31,158
Value$2.2M
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares31,054 from 19,367
Change+11,687 (+60%)
Value$2.2K (-$1.4M)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED
Shares30,994 from 19,854
Change+11,140 (+56%)
Value$2.2M (+$716.7K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares30,637 from 36,296
Change-5,659 (-16%)
Value$2.1M (-$515.2K)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares30,371 from 31,086
Change-715 (-2%)
Value$2.1M (-$151.4K)
Filed 2026-11-03
FC Advisory LLC
DECREASED
Shares30,330 from 33,489
Change-3,159 (-9%)
Value$2.1M (-$330.8K)
Filed 2026-10-05
Triumph Capital Management
DECREASED
Shares30,067 from 113,427
Change-83,360 (-73%)
Value$2.1M (-$6.2M)
Filed 2026-10-14
Gordian Advisors LLC
UNCHANGED
Shares29,976 from 29,976
Change0 (0%)
Value$2.1M (-$97.7K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
INCREASED
Shares29,921 from 29,847
Change+74 (+0%)
Value$2.1M (-$92.1K)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED
Shares29,786 from 38,515
Change-8,729 (-23%)
Value$2.1M (-$737.9K)
Filed 2026-10-29
Reston Wealth Management LLC
DECREASED
Shares29,669 from 33,411
Change-3,742 (-11%)
Value$2.1M (-$371.4K)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares29,660 from 31,039
Change-1,379 (-4%)
Value$2.1M (-$197.9K)
Filed 2026-10-23
Washington Trust Co
INCREASED
Shares29,498 from 24,040
Change+5,458 (+23%)
Value$2.1M (+$304.5K)
Filed 2026-10-22
Compass Ion Advisors, LLC
INCREASED
Shares29,492 from 29,188
Change+304 (+1%)
Value$2.1M (-$73.8K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares29,174 from 21,317
Change+7,857 (+37%)
Value$2.0M (+$481.7K)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares29,138 from 29,138
Change0 (0%)
Value$2.0M (-$95.0K)
Filed 2026-10-05
Vontobel Holding Ltd.
UNCHANGED
Shares29,050 from 29,050
Change0 (0%)
Value$2.0M (-$94.7K)
Filed 2026-10-16
Foster Victor Wealth Advisors, LLC
INCREASED
Shares28,988 from 3,665
Change+25,323 (+691%)
Value$2.0M (+$1.8M)
Filed 2026-10-21
Shuttleworth & Co
INCREASED
Shares28,847 from 27,475
Change+1,372 (+5%)
Value$2.0M (+$6.7K)
Filed 2026-10-30
Burton Enright Welch
INCREASED
Shares28,807 from 7,530
Change+21,277 (+283%)
Value$2.0M (+$1.5M)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares28,761 from 17,944
Change+10,817 (+60%)
Value$2.0M (+$700.3K)
Filed 2026-10-19
PW Nova Financial Services LLC
INCREASED
Shares28,646 from 9,746
Change+18,900 (+194%)
Value$2.0M (+$1.3M)
Filed 2026-10-15
Absolute Capital Management, LLC
INCREASED
Shares28,072 from 25,833
Change+2,239 (+9%)
Value$2.0M (+$72.9K)
Filed 2026-10-16
Blueprint Investment Partners LLC
NEW
Shares28,005
Change+28,005
Value$2.0M
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares27,711 from 27,989
Change-278 (-1%)
Value$1.9M (-$110.7K)
Filed 2026-11-02
Gryphon Financial Partners LLC
INCREASED
Shares27,667 from 24,872
Change+2,795 (+11%)
Value$1.9M (+$115.0K)
Filed 2026-11-04
Sidoxia Capital Management, LLC
INCREASED
Shares27,655 from 19,070
Change+8,585 (+45%)
Value$1.9M (+$540.1K)
Filed 2026-10-28
Pacifica Partners Inc.
INCREASED
Shares27,404 from 5,124
Change+22,280 (+435%)
Value$1.9M (+$1.5M)
Filed 2026-10-09
Overbrook Management Corp
INCREASED
Shares27,271 from 26,419
Change+852 (+3%)
Value$1.9M (-$26.4K)
Filed 2026-10-08
NBH Bank
INCREASED
Shares27,246 from 23,197
Change+4,049 (+17%)
Value$1.9M (+$208.4K)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares27,211 from 26,711
Change+500 (+2%)
Value$1.9M (-$52.3K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED
Shares27,172 from 11,555
Change+15,617 (+135%)
Value$1.9M (+$1.1M)
Filed 2026-11-03
Garner Asset Management Corp
INCREASED
Shares27,087 from 10,966
Change+16,121 (+147%)
Value$1.9M (+$1.1M)
Filed 2026-10-30
First International Bank of Israel Ltd.
INCREASED
Shares27,016 from 25,420
Change+1,596 (+6%)
Value$1.9M (+$29.1K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares26,982 from 26,758
Change+224 (+1%)
Value$1.9M (-$71.5K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares26,925 from 25,405
Change+1,520 (+6%)
Value$1.9M (+$23.8K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
INCREASED
Shares26,715 from 8,084
Change+18,631 (+230%)
Value$1.9M (+$1.3M)
Filed 2026-10-15
CWS Financial Advisors, LLC
INCREASED
Shares26,688 from 10,416
Change+16,272 (+156%)
Value$1.9M (+$1.1M)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares26,669 from 22,626
Change+4,043 (+18%)
Value$1.9M (+$209.9K)
Filed 2026-10-21
RBA Wealth Management, LLC
INCREASED
Shares26,442 from 24,910
Change+1,532 (+6%)
Value$1.9M (+$26.3K)
Filed 2026-10-28
Accurate Wealth Management, LLC
DECREASED
Shares26,345 from 27,194
Change-849 (-3%)
Value$1.9M (-$126.0K)
Filed 2026-10-20
Fagan Associates, Inc.
DECREASED
Shares26,182 from 26,521
Change-339 (-1%)
Value$1.8M (-$110.2K)
Filed 2026-10-13
Boston Standard Wealth Management, LLC
DECREASED
Shares26,060 from 554,009
Change-527,949 (-95%)
Value$1.8M (-$38.7M)
Filed 2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares25,999 from 54,804
Change-28,805 (-53%)
Value$1.8M (-$2.2M)
Filed 2026-10-21
Stage Harbor Financial, LLC
DECREASED
Shares25,902 from 27,165
Change-1,263 (-5%)
Value$1.8M (-$177.2K)
Filed 2026-11-03
Krane Financial Solutions LLC
DECREASED
Shares25,814 from 26,012
Change-198 (-1%)
Value$1.8M (-$98.7K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares25,590 from 15,349
Change+10,241 (+67%)
Value$1.8M (+$668.4K)
Filed 2026-10-23
Bath Savings Trust Co
DECREASED
Shares25,577 from 31,501
Change-5,924 (-19%)
Value$1.8M (-$518.3K)
Filed 2026-10-07
Midwest Financial Network, LLC
DECREASED
Shares25,572 from 51,189
Change-25,617 (-50%)
Value$1.8M (-$2.0M)
Filed 2026-10-13
Seven Mile Advisory
INCREASED
Shares25,274 from 24,624
Change+650 (+3%)
Value$1.8M (-$34.7K)
Filed 2026-10-22
Navigate Wealth Management, LLC
INCREASED
Shares25,172 from 20,758
Change+4,414 (+21%)
Value$1.8M (+$255.2K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares25,148 from 23,478
Change+1,670 (+7%)
Value$1.8M (+$40.7K)
Filed 2026-11-05
Evensky & Katz LLC
DECREASED
Shares25,139 from 25,620
Change-481 (-2%)
Value$1.8K (-$1.9M)
Filed 2026-10-27
TME Financial, Inc.
INCREASED
Shares25,013 from 23,770
Change+1,243 (+5%)
Value$1.8M (+$9.7K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED
Shares24,746 from 25,411
Change-665 (-3%)
Value$1.7M (-$129.4K)
Filed 2026-10-13
Eley Financial Management, Inc
DECREASED
Shares24,445 from 25,168
Change-723 (-3%)
Value$1.7M (-$132.7K)
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares24,440 from 24,845
Change-405 (-2%)
Value$1.7M (-$110.9K)
Filed 2026-10-20
CGN Advisors LLC
DECREASED
Shares24,437 from 43,966
Change-19,529 (-44%)
Value$1.7M (-$1.5M)
Filed 2026-10-21
Uptick Partners, LLC
DECREASED
Shares24,432 from 26,759
Change-2,327 (-9%)
Value$1.7M (-$250.5K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares24,307 from 20,794
Change+3,513 (+17%)
Value$1.7M (+$178.6K)
Filed 2026-10-28
Evanson Financial, LLC
INCREASED
Shares24,245 from 24,016
Change+229 (+1%)
Value$1.7M (-$62.2K)
Filed 2026-10-23
Smithbridge Asset Management Inc
UNCHANGED
Shares23,987 from 23,987
Change0 (0%)
Value$1.7M (-$78.2K)
Filed 2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares23,960 from 12,549
Change+11,411 (+91%)
Value$1.7M (+$759.5K)
Filed 2026-10-08
WealthCare Investment Partners, LLC
INCREASED
Shares23,914 from 23,911
Change+3 (+0%)
Value$1.7M (-$77.7K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares23,628 from 26,191
Change-2,563 (-10%)
Value$1.7M (-$265.2K)
Filed 2026-10-29
Old Peak Finance LLC
INCREASED
Shares23,570 from 23,214
Change+356 (+2%)
Value$1.7M (-$50.7K)
Filed 2026-11-02
Entrust Financial LLC
DECREASED
Shares23,391 from 57,225
Change-33,834 (-59%)
Value$1.6M (-$2.6M)
Filed 2026-11-04
Center For Asset Management LLC
DECREASED
Shares23,332 from 48,657
Change-25,325 (-52%)
Value$1.6M (-$1.9M)
Filed 2026-10-16
Endowment Wealth Management, Inc.
DECREASED
Shares23,135 from 25,778
Change-2,643 (-10%)
Value$1.6M (-$269.5K)
Filed 2026-11-03
Apeiron RIA LLC
INCREASED
Shares22,972 from 17,266
Change+5,706 (+33%)
Value$1.6M (+$342.6K)
Filed 2026-10-08
Redw Wealth LLC
DECREASED
Shares22,948 from 28,239
Change-5,291 (-19%)
Value$1.6M (-$463.2K)
Filed 2026-11-02
Advisory Solutions Group, LLC
DECREASED
Shares22,920 from 22,926
Change-6 (0%)
Value$1.6M (-$75.1K)
Filed 2026-10-14
Culbertson A N & Co Inc
DECREASED
Shares22,871 from 24,179
Change-1,308 (-5%)
Value$1.6M (-$170.6K)
Filed 2026-10-21
Westside Investment Management, Inc.
DECREASED
Shares22,786 from 24,532
Change-1,746 (-7%)
Value$1.6M (-$202.6K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares22,614 from 22,105
Change+509 (+2%)
Value$1.6M (-$34.5K)
Filed 2026-11-03
Everhart Financial Group, Inc.
DECREASED
Shares22,500 from 25,452
Change-2,952 (-12%)
Value$1.6M (-$290.0K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares22,406 from 27,891
Change-5,485 (-20%)
Value$1.6M (-$475.7K)
Filed 2026-10-21
Chicago Capital, LLC
INCREASED
Shares22,236 from 22,195
Change+41 (+0%)
Value$1.6M (-$69.5K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares22,182 from 22,450
Change-268 (-1%)
Value$1.6M (-$92.0K)
Filed 2026-10-16
Saxony Capital Management, LLC
DECREASED
Shares22,141 from 44,837
Change-22,696 (-51%)
Value$1.6M (-$1.7M)
Filed 2026-10-15
Argonautica Private Wealth Management, Inc
INCREASED
Shares22,017 from 21,578
Change+439 (+2%)
Value$1.5M (-$39.5K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
UNCHANGED
Shares21,780 from 21,780
Change0 (0%)
Value$1.5M (-$71.0K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares21,710 from 13,597
Change+8,113 (+60%)
Value$1.5M (+$524.8K)
Filed 2026-10-30
Pacific Asset Management, LLC
INCREASED
Shares21,402 from 21,228
Change+174 (+1%)
Value$1.5M (-$57.0K)
Filed 2026-10-15
LexAurum Advisors, LLC
INCREASED
Shares21,374 from 16,347
Change+5,027 (+31%)
Value$1.5M (+$299.4K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares21,331 from 18,131
Change+3,200 (+18%)
Value$1.5M (+$165.4K)
Filed 2026-10-23
Burkett Asset Management Ltd
DECREASED
Shares21,295 from 21,545
Change-250 (-1%)
Value$1.5M (-$87.8K)
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares21,281 from 24,012
Change-2,731 (-11%)
Value$1.5M (-$269.8K)
Filed 2026-10-29
DecisionPoint Financial, LLC
INCREASED
Shares21,150 from 18,008
Change+3,142 (+17%)
Value$1.5M (+$166.7K)
Filed 2026-10-27
Ballast Financial Advisors LLC
INCREASED
Shares20,955 from 20,870
Change+85 (+0%)
Value$1.5M (-$62.1K)
Filed 2026-10-26
Wealth Management Nebraska
INCREASED
Shares20,784 from 19,469
Change+1,315 (+7%)
Value$1.5M (+$28.8K)
Filed 2026-10-26
Shakespeare Wealth Management, LLC
INCREASED
Shares20,385 from 17,669
Change+2,716 (+15%)
Value$1.4M (+$132.9K)
Filed 2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares20,351 from 18,107
Change+2,244 (+12%)
Value$1.4M (+$98.4K)
Filed 2026-10-19
SJS Investment Consulting Inc.
DECREASED
Shares20,206 from 20,216
Change-10 (0%)
Value$1.4M (-$66.6K)
Filed 2026-10-26
MBA Advisors LLC
DECREASED
Shares20,171 from 20,212
Change-41 (0%)
Value$1.4M (-$68.8K)
Filed 2026-10-29
Carrera Capital Advisors
INCREASED
Shares20,011 from 19,471
Change+540 (+3%)
Value$1.4M (-$25.7K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares19,988 from 9,715
Change+10,273 (+106%)
Value$1.4M (+$688.9K)
Filed 2026-11-02
Family Wealth Partners, LLC
DECREASED
Shares19,806 from 20,111
Change-305 (-2%)
Value$1.4M (-$87.0K)
Filed 2026-10-20
Bucket List Wealth Management, LLC
INCREASED
Shares19,595 from 19,179
Change+416 (+2%)
Value$1.4M (-$33.3K)
Filed 2026-10-22
Trinity Wealth Management, LLC
INCREASED
Shares19,454 from 18,216
Change+1,238 (+7%)
Value$1.4M (+$27.5K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares19,244 from 21,525
Change-2,281 (-11%)
Value$1.3M (-$230.2K)
Filed 2026-11-05
Abound Wealth Management
INCREASED
Shares19,030 from 18,406
Change+624 (+3%)
Value$1.3M (-$16.2K)
Filed 2026-10-26
Ascentis Independent Advisors
INCREASED
Shares19,028 from 755
Change+18,273 (+2420%)
Value$1.3M (+$1.3M)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares18,876 from 22,669
Change-3,793 (-17%)
Value$1.3M (-$340.0K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares18,811 from 17,152
Change+1,659 (+10%)
Value$1.3M (+$60.5K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares18,758 from 15,250
Change+3,508 (+23%)
Value$1.3M (+$196.4K)
Filed 2026-10-22
Three Arch Wealth Management LLC
DECREASED
Shares18,656 from 21,572
Change-2,916 (-14%)
Value$1.3M (-$274.9K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares18,592 from 18,592
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares18,589 from 14,229
Change+4,360 (+31%)
Value$1.3M (+$259.4K)
Filed 2026-10-29
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares18,574 from 18,230
Change+344 (+2%)
Value$1.3M (-$35.3K)
Filed 2026-10-27
Innealta Capital, LLC
INCREASED
Shares18,543 from 12,092
Change+6,451 (+53%)
Value$1.3M (+$413.1K)
Filed 2026-11-02
Creekside Partners
DECREASED
Shares18,498 from 18,590
Change-92 (0%)
Value$1.3M (-$67.1K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares18,376 from 18,195
Change+181 (+1%)
Value$1.3M (-$34.8K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
INCREASED
Shares18,372 from 15,211
Change+3,161 (+21%)
Value$1.3M (+$172.2K)
Filed 2026-10-29
Balboa Wealth Partners
DECREASED
Shares18,209 from 18,361
Change-152 (-1%)
Value$1.3M (-$70.5K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares18,179 from 21,707
Change-3,528 (-16%)
Value$1.3M (-$318.3K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares18,170 from 14,920
Change+3,250 (+22%)
Value$1.3M (+$179.3K)
Filed 2026-11-03
Burns J W & Co Inc
DECREASED
Shares18,170 from 20,495
Change-2,325 (-11%)
Value$1.3M (-$229.9K)
Filed 2026-10-20
Private Trust Co NA
DECREASED
Shares17,969 from 20,578
Change-2,609 (-13%)
Value$1.3M (-$250.1K)
Filed 2026-10-20
William Mack & Associates, Inc.
DECREASED
Shares17,966 from 18,540
Change-574 (-3%)
Value$1.3M (-$100.7K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED
Shares17,860 from 14,037
Change+3,823 (+27%)
Value$1.3M (+$222.4K)
Filed 2026-10-15
FWG Investments, Llc.
INCREASED
Shares17,853 from 12,713
Change+5,140 (+40%)
Value$1.3M (+$319.1K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares17,790 from 15,644
Change+2,146 (+14%)
Value$1.2M (+$99.5K)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares17,700 from 15,400
Change+2,300 (+15%)
Value$1.2M (+$111.1K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares17,638 from 17,520
Change+118 (+1%)
Value$1.2M (-$43.8K)
Filed 2026-11-02
SilverOak Wealth Management LLC
DECREASED
Shares17,581 from 18,355
Change-774 (-4%)
Value$1.2M (-$114.1K)
Filed 2026-10-29
eCIO, Inc.
INCREASED
Shares17,550 from 16,890
Change+660 (+4%)
Value$1.2M (-$11.0K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares17,484 from 15,798
Change+1,686 (+11%)
Value$1.2M (+$66.8K)
Filed 2026-11-04
Ted Buchan & Co
INCREASED
Shares17,395 from 15,486
Change+1,909 (+12%)
Value$1.2M (+$83.4K)
Filed 2026-10-23
Banque Pictet & CIE SA
DECREASED
Shares17,381 from 19,426
Change-2,045 (-11%)
Value$1.2M (-$206.8K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares17,366 from 19,570
Change-2,204 (-11%)
Value$1.2M (-$218.4K)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares17,200 from 30,140
Change-12,940 (-43%)
Value$1.2M (-$1.0M)
Filed 2026-10-14
NBT Bank, N.A.
INCREASED
Shares17,069 from 15,987
Change+1,082 (+7%)
Value$1.2M (+$23.8K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
INCREASED
Shares17,005 from 15,005
Change+2,000 (+13%)
Value$1.2M (+$91.4K)
Filed 2026-11-04
Madrona Financial Services, LLC
DECREASED
Shares16,993 from 256,130
Change-239,137 (-93%)
Value$1.2M (-$17.6M)
Filed 2026-10-23
Wealth Group Ltd
DECREASED
Shares16,772 from 17,568
Change-796 (-5%)
Value$1.2M (-$116.6K)
Filed 2026-10-07
Swmg, LLC
INCREASED
Shares16,719 from 15,867
Change+852 (+5%)
Value$1.2M (+$39.5K)
Filed 2026-10-23
Aspire Private Capital, LLC
INCREASED
Shares16,626 from 16,385
Change+241 (+1%)
Value$1.2M (-$36.5K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares16,557 from 14,331
Change+2,226 (+16%)
Value$1.2M (+$109.4K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares16,556 from 16,387
Change+169 (+1%)
Value$1.2M (-$41.6K)
Filed 2026-10-14
First United Bank & Trust
DECREASED
Shares16,335 from 20,184
Change-3,849 (-19%)
Value$1.1M (-$335.8K)
Filed 2026-10-22
Chris Bulman Inc
NEW
Shares16,278
Change+16,278
Value$1.1M
Filed 2026-10-20
Keybank National Association
INCREASED
Shares16,158 from 13,797
Change+2,361 (+17%)
Value$1.1M (+$120.6K)
Filed 2026-11-04
Quantum Financial Planning Services, Inc.
INCREASED
Shares16,138 from 14,467
Change+1,671 (+12%)
Value$1.1M (+$70.0K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
DECREASED
Shares16,060 from 16,087
Change-27 (0%)
Value$1.1M (-$54.3K)
Filed 2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares15,782 from 17,800
Change-2,018 (-11%)
Value$1.1M (-$199.6K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares15,754 from 13,840
Change+1,914 (+14%)
Value$1.1M (+$89.1K)
Filed 2026-10-28
Life Planning Partners, Inc
INCREASED
Shares15,689 from 15,039
Change+650 (+4%)
Value$1.1M (-$3.4K)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares15,688 from 12,525
Change+3,163 (+25%)
Value$1.1M (+$181.0K)
Filed 2026-10-21
Baron Wealth Management LLC
INCREASED
Shares15,390 from 15,285
Change+105 (+1%)
Value$1.1M (-$42.4K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
DECREASED
Shares15,216 from 15,663
Change-447 (-3%)
Value$1.1M (-$82.5K)
Filed 2026-10-15
Centurion Wealth Management LLC
DECREASED
Shares15,197 from 16,045
Change-848 (-5%)
Value$1.1M (-$111.8K)
Filed 2026-10-13
Avion Wealth
DECREASED
Shares15,032 from 15,111
Change-79 (-1%)
Value$1.1K (-$1.1M)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares14,984 from 16,744
Change-1,760 (-11%)
Value$1.1M (-$178.1K)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares14,942 from 14,035
Change+907 (+6%)
Value$1.0M (+$17.9K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares14,919 from 14,602
Change+317 (+2%)
Value$1.0M (-$25.4K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares14,880 from 14,215
Change+665 (+5%)
Value$1.0M (+$284)
Filed 2026-10-15
ARK & TLK Investments, LLC
DECREASED
Shares14,836 from 14,924
Change-88 (-1%)
Value$1.0M (-$54.8K)
Filed 2026-10-20
Nilsine Partners, LLC
INCREASED
Shares14,820 from 14,004
Change+816 (+6%)
Value$1.0M (+$11.6K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares14,678 from 15,332
Change-654 (-4%)
Value$1.0M (-$95.9K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
DECREASED
Shares14,647 from 15,074
Change-427 (-3%)
Value$1.0M (-$79.1K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares14,620 from 14,219
Change+401 (+3%)
Value$1.0M (-$18.2K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares14,501 from 14,566
Change-65 (0%)
Value$1.0M (-$52.0K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares14,490 from 15,894
Change-1,404 (-9%)
Value$1.0M (-$150.3K)
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares14,378 from 9,197
Change+5,181 (+56%)
Value$1.0M (+$333.4K)
Filed 2026-11-05
MN Wealth Advisors, LLC
DECREASED
Shares14,240 from 16,379
Change-2,139 (-13%)
Value$998.9K (-$203.4K)
Filed 2026-10-23
Cascade Investment Group, Inc.
DECREASED
Shares14,213 from 17,436
Change-3,223 (-18%)
Value$997.0K (-$282.9K)
Filed 2026-10-13
Tower Trust & Investment Co
UNCHANGED
Shares14,164 from 14,164
Change0 (0%)
Value$993.6K (-$46.0K)
Filed 2026-10-28
Impact Capital Partners LLC
INCREASED
Shares14,002 from 13,918
Change+84 (+1%)
Value$982.2K (-$39.5K)
Filed 2026-10-22
Arrow Financial Corp
INCREASED
Shares13,931 from 13,739
Change+192 (+1%)
Value$977.3K (-$31.3K)
Filed 2026-10-26
Hendershot Investments Inc.
DECREASED
Shares13,890 from 13,926
Change-36 (0%)
Value$974.4K (-$47.9K)
Filed 2026-11-05
Carolina Wealth Management Inc
INCREASED
Shares13,878 from 11,552
Change+2,326 (+20%)
Value$973.5K (+$125.5K)
Filed 2026-10-29
Madrid Wealth Management, LLC
DECREASED
Shares13,770 from 16,907
Change-3,137 (-19%)
Value$965.9K (-$275.2K)
Filed 2026-10-23
Harmony Asset Management LLC
INCREASED
Shares13,740 from 12,989
Change+751 (+6%)
Value$963.8K (+$10.3K)
Filed 2026-10-20
Kings Path Partners LLC
DECREASED
Shares13,637 from 14,632
Change-995 (-7%)
Value$956.6K (-$117.5K)
Filed 2026-10-21
Delta Financial Advisors LLC
INCREASED
Shares13,546 from 13,032
Change+514 (+4%)
Value$950.3K (-$6.4K)
Filed 2026-10-27
Novem Group
DECREASED
Shares13,485 from 13,550
Change-65 (0%)
Value$946.0K (-$48.7K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares13,358 from 13,358
Change0 (0%)
Value$937.0K (-$43.6K)
Filed 2026-10-28
Private Wealth Management Group, LLC
DECREASED
Shares13,325 from 14,095
Change-770 (-5%)
Value$934.7K (-$100.0K)
Filed 2026-10-19
Financial Symmetry Inc
NEW
Shares13,298
Change+13,298
Value$932.9K
Filed 2026-10-06
Penobscot Wealth Management
INCREASED
Shares13,289 from 12,735
Change+554 (+4%)
Value$932.2K (-$2.7K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares13,268 from 9,436
Change+3,832 (+41%)
Value$930.8K (+$238.0K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares13,231 from 8,603
Change+4,628 (+54%)
Value$928.2K (+$296.6K)
Filed 2026-10-26
Elevate Capital Advisors, LLC
DECREASED
Shares13,152 from 17,892
Change-4,740 (-26%)
Value$922.6K (-$390.8K)
Filed 2026-11-02
Myecfo, LLC
INCREASED
Shares13,141 from 9,685
Change+3,456 (+36%)
Value$921.8K (+$210.9K)
Filed 2026-10-14
Genesis Private Wealth, LLC
INCREASED
Shares13,041 from 12,842
Change+199 (+2%)
Value$914.8K (-$27.9K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares13,020 from 631
Change+12,389 (+1963%)
Value$913.4K (+$867.0K)
Filed 2026-10-26
My Personal CFO, LLC
INCREASED
Shares13,007 from 11,015
Change+1,992 (+18%)
Value$912.4K (+$103.8K)
Filed 2026-10-14
Sara-Bay Financial
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$912.0K (-$42.4K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
INCREASED
Shares12,950 from 8,674
Change+4,276 (+49%)
Value$908.4K (+$271.7K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares12,910 from 20,883
Change-7,973 (-38%)
Value$905.6K (-$627.4K)
Filed 2026-10-19
Weitzel Financial Services, Inc.
INCREASED
Shares12,901 from 8,327
Change+4,574 (+55%)
Value$902.8K (+$294.1K)
Filed 2026-10-16
Annex Advisory Services, LLC
NEW
Shares12,897
Change+12,897
Value$904.7K
Filed 2026-10-16
Hudson Oak Wealth Advisory LLC
INCREASED
Shares12,856 from 12,256
Change+600 (+5%)
Value$901.8K (+$2.1K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares12,812 from 11,330
Change+1,482 (+13%)
Value$899 (-$831.1K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares12,708 from 4,335
Change+8,373 (+193%)
Value$891.5K (+$573.2K)
Filed 2026-10-15
Friedenthal Financial
INCREASED
Shares12,482 from 12,353
Change+129 (+1%)
Value$875.6K (-$31.2K)
Filed 2026-10-27
Noesis Capital Mangement Corp
INCREASED
Shares12,470 from 9,812
Change+2,658 (+27%)
Value$874.8K (+$154.5K)
Filed 2026-10-26
BAM Wealth Management, LLC
DECREASED
Shares12,345 from 13,973
Change-1,628 (-12%)
Value$866.0K (-$159.8K)
Filed 2026-10-15
KW Wealth Management LLC
NEW
Shares12,313
Change+12,313
Value$863.8K
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares12,218 from 9,665
Change+2,553 (+26%)
Value$857.1K (+$153.3K)
Filed 2026-11-02
MTM Investment Management, LLC
DECREASED
Shares11,990 from 11,991
Change-1 (0%)
Value$841.1K (-$39.2K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares11,969 from 11,970
Change-1 (0%)
Value$839.6K (-$39.1K)
Filed 2026-10-26
Hardin Capital Partners, LLC
DECREASED
Shares11,965 from 12,015
Change-50 (0%)
Value$839.4K (-$43.3K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,927 from 11,697
Change+230 (+2%)
Value$836.7K (-$22.0K)
Filed 2026-10-08
Entrewealth, LLC
NEW
Shares11,923
Change+11,923
Value$836.4K
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,885 from 11,917
Change-32 (0%)
Value$833.7K (-$41.1K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares11,799 from 11,915
Change-116 (-1%)
Value$827.7K (-$47.0K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares11,427 from 11,451
Change-24 (0%)
Value$805.5K (-$35.1K)
Filed 2026-10-20
Forum Financial Management, LP
INCREASED
Shares11,424 from 5,892
Change+5,532 (+94%)
Value$801.4K (+$368.9K)
Filed 2026-10-16
Optima Capital LLC
DECREASED
Shares11,356 from 11,681
Change-325 (-3%)
Value$796.6K (-$60.9K)
Filed 2026-10-29
Equity Investment Corp
INCREASED
Shares11,305 from 11,189
Change+116 (+1%)
Value$793.0K (-$28.3K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares11,216 from 11,143
Change+73 (+1%)
Value$786.8K (-$31.2K)
Filed 2026-10-27
Capital Wealth Alliance, LLC
INCREASED
Shares11,187 from 10,213
Change+974 (+10%)
Value$784.7K (+$35.0K)
Filed 2026-10-20
Lodestone Wealth Management LLC
DECREASED
Shares10,972 from 11,198
Change-226 (-2%)
Value$769.7K (-$52.4K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
INCREASED
Shares10,769 from 10,768
Change+1 (+0%)
Value$755.4K (-$35.0K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares10,707 from 17,661
Change-6,954 (-39%)
Value$751.1K (-$545.4K)
Filed 2026-11-04
Viewpoint Investment Partners Corp
UNCHANGED
Shares10,682 from 10,682
Change0 (0%)
Value$749.4K (-$34.8K)
Filed 2026-10-26
Presilium Private Wealth, LLC
NEW
Shares10,512
Change+10,512
Value$737.4K
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares10,508 from 13,348
Change-2,840 (-21%)
Value$737.1K (-$242.7K)
Filed 2026-10-14
Welch & Forbes LLC
UNCHANGED
Shares10,504 from 10,504
Change0 (0%)
Value$736.9K (-$34.2K)
Filed 2026-11-04
Opulen Financial Group LLC
DECREASED
Shares10,265 from 10,455
Change-190 (-2%)
Value$720.1K (-$47.5K)
Filed 2026-10-22
McAdam, LLC
DECREASED
Shares10,239 from 16,029
Change-5,790 (-36%)
Value$718.3K (-$458.4K)
Filed 2026-10-21
Markowski Investments
INCREASED
Shares10,239 from 10,075
Change+164 (+2%)
Value$718.3K (-$21.3K)
Filed 2026-10-30
Old Port Advisors
DECREASED
Shares10,231 from 10,402
Change-171 (-2%)
Value$717.7K (-$45.9K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares10,202 from 9,736
Change+466 (+5%)
Value$715.6K (+$957)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares10,144 from 5,470
Change+4,674 (+85%)
Value$711.6K (+$310.1K)
Filed 2026-10-29
Journey Advisory Group, LLC
DECREASED
Shares10,104 from 16,166
Change-6,062 (-37%)
Value$708.8K (-$477.9K)
Filed 2026-11-04
AUA Capital Management, LLC
DECREASED
Shares10,051 from 11,656
Change-1,605 (-14%)
Value$705.1K (-$150.6K)
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares9,997 from 9,691
Change+306 (+3%)
Value$701.3K (-$10.1K)
Filed 2026-11-05
Capital Investment Counsel, Inc
UNCHANGED
Shares9,950 from 9,950
Change0 (0%)
Value$698.0K (-$32.4K)
Filed 2026-10-20
Topel & Distasi Wealth Management, LLC
INCREASED
Shares9,937 from 9,775
Change+162 (+2%)
Value$697.1K (-$20.5K)
Filed 2026-11-05
Gateway Investment Advisers LLC
DECREASED
Shares9,936 from 10,036
Change-100 (-1%)
Value$697.0K (-$39.7K)
Filed 2026-10-13
Marion Wealth Management
INCREASED
Shares9,929 from 9,551
Change+378 (+4%)
Value$696.5K (-$4.6K)
Filed 2026-10-22
Parcion Private Wealth LLC
NEW
Shares9,885
Change+9,885
Value$693.4K
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares9,847 from 9,847
Change0 (0%)
Value$690.8K (-$32.1K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED
Shares9,844 from 10,147
Change-303 (-3%)
Value$690.6K (-$54.3K)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW
Shares9,809
Change+9,809
Value$688.1K
Filed 2026-10-27
Post Resch Tallon Group Inc.
INCREASED
Shares9,804 from 8,286
Change+1,518 (+18%)
Value$687.8K (+$79.5K)
Filed 2026-10-09
Hardworking Capital Advisors, LLC
INCREASED
Shares9,793 from 6,905
Change+2,888 (+42%)
Value$687.0K (+$180.1K)
Filed 2026-10-20
Obsidian CIO, LLC
DECREASED
Shares9,723 from 12,706
Change-2,983 (-23%)
Value$682.1K (-$250.7K)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares9,684
Change+9,684
Value$679.3K
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares9,684 from 9,684
Change0 (0%)
Value$679.3K (-$31.6K)
Filed 2026-10-14
Robinswood Financial LLC
DECREASED
Shares9,611 from 10,272
Change-661 (-6%)
Value$678.5K (-$75.6K)
Filed 2026-10-20
Truefg, LLC
INCREASED
Shares9,563 from 8,376
Change+1,187 (+14%)
Value$670.8K (+$55.9K)
Filed 2026-10-15
Cane Capital Partners, LLC
INCREASED
Shares9,533 from 7,176
Change+2,357 (+33%)
Value$668.7K (+$142.0K)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED
Shares9,533 from 10,341
Change-808 (-8%)
Value$668.7K (-$90.4K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
DECREASED
Shares9,470 from 11,484
Change-2,014 (-18%)
Value$664.3K (-$178.8K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares9,351 from 9,282
Change+69 (+1%)
Value$656.0K (-$25.4K)
Filed 2026-10-30
FSA Wealth Partners, Inc.
NEW
Shares9,314
Change+9,314
Value$653.4K
Filed 2026-10-26
Sheets Smith Wealth Management
INCREASED
Shares9,310 from 9,227
Change+83 (+1%)
Value$653.1K (-$24.3K)
Filed 2026-10-16
NorthLanding Financial Partners, LLC
INCREASED
Shares9,292 from 9,204
Change+88 (+1%)
Value$651.8K (-$23.8K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares9,235 from 8,112
Change+1,123 (+14%)
Value$647.8K (+$52.4K)
Filed 2026-10-21
Sun Group Wealth Partners
NEW
Shares9,185
Change+9,185
Value$644.3K
Filed 2026-10-26
Sims Investment Management, LLC
INCREASED
Shares9,049 from 9,041
Change+8 (+0%)
Value$634.8K (-$28.9K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares9,039 from 8,852
Change+187 (+2%)
Value$634.1K (-$15.8K)
Filed 2026-10-13
First Growth Capital LLC
INCREASED
Shares8,868 from 7,850
Change+1,018 (+13%)
Value$622.1K (+$45.8K)
Filed 2026-10-15
Bull Street Advisors, LLC
INCREASED
Shares8,851 from 8,811
Change+40 (+0%)
Value$621 (-$646.4K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares8,772 from 10,026
Change-1,254 (-13%)
Value$615.4K (-$120.6K)
Filed 2026-11-02
Univest Financial Corp
INCREASED
Shares8,743 from 3,035
Change+5,708 (+188%)
Value$613.3K (+$390.5K)
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares8,713 from 279
Change+8,434 (+3023%)
Value$618.4K (+$598.0K)
Filed 2026-11-03
Focused Alpha, LLC
INCREASED
Shares8,607 from 6,537
Change+2,070 (+32%)
Value$603.7K (+$123.9K)
Filed 2026-10-20
McGrath & Associates, Inc.
DECREASED
Shares8,597 from 9,308
Change-711 (-8%)
Value$603.1K (-$80.2K)
Filed 2026-10-27
Bank of New Hampshire
DECREASED
Shares8,524 from 9,399
Change-875 (-9%)
Value$598.0K (-$92.0K)
Filed 2026-10-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,510 from 8,612
Change-102 (-1%)
Value$597.0K (-$35.2K)
Filed 2026-10-23
Grandview Asset Management LLC
DECREASED
Shares8,488 from 16,636
Change-8,148 (-49%)
Value$595.4K (-$625.9K)
Filed 2026-10-19
Tactive Advisors, LLC
INCREASED
Shares8,420 from 7,828
Change+592 (+8%)
Value$590.7K (+$16.1K)
Filed 2026-10-08
GLR Partners, LLC
INCREASED
Shares8,384 from 4,402
Change+3,982 (+90%)
Value$588.1K (+$265.0K)
Filed 2026-11-04
Union Savings Bank
INCREASED
Shares8,351 from 2,078
Change+6,273 (+302%)
Value$585.8K (+$433.3K)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares8,297 from 8,297
Change0 (0%)
Value$582.0K (-$27.0K)
Filed 2026-11-02
San Luis Wealth Advisors LLC
INCREASED
Shares8,172 from 7,695
Change+477 (+6%)
Value$573.3K (+$8.4K)
Filed 2026-10-27
Grand Central Investment Group
UNCHANGED
Shares8,134 from 8,134
Change0 (0%)
Value$570.6K (-$26.5K)
Filed 2026-11-02
S.A. Mason LLC
UNCHANGED
Shares8,133 from 8,133
Change0 (0%)
Value$570.5K (-$26.5K)
Filed 2026-10-13
Sonata Capital Group Inc
UNCHANGED
Shares8,129 from 8,129
Change0 (0%)
Value$570.3K (-$26.5K)
Filed 2026-10-19
XML Financial, LLC
DECREASED
Shares8,128 from 8,268
Change-140 (-2%)
Value$570.2K (-$36.7K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED
Shares8,108 from 7,640
Change+468 (+6%)
Value$568.8K (+$7.9K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
INCREASED
Shares8,019 from 7,974
Change+45 (+1%)
Value$562.5K (-$22.8K)
Filed 2026-10-22
Sendero Wealth Management, LLC
INCREASED
Shares7,841 from 7,786
Change+55 (+1%)
Value$550.0K (-$21.6K)
Filed 2026-10-14
Carroll Advisory Group, LLC
DECREASED
Shares7,827 from 7,984
Change-157 (-2%)
Value$549.0K (-$37.1K)
Filed 2026-10-16
Nordwand Advisors, LLC
INCREASED
Shares7,825 from 7,325
Change+500 (+7%)
Value$548.9K (+$11.2K)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares7,751 from 13,328
Change-5,577 (-42%)
Value$544 (-$977.5K)
Filed 2026-10-30
Forbes Financial Planning, Inc.
DECREASED
Shares7,720 from 9,504
Change-1,784 (-19%)
Value$541.6K (-$156.1K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
DECREASED
Shares7,702 from 7,711
Change-9 (0%)
Value$540.3K (-$22.3K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares7,641 from 9,096
Change-1,455 (-16%)
Value$536.6K (-$131.2K)
Filed 2026-10-09
RS Crum Inc.
DECREASED
Shares7,581 from 7,788
Change-207 (-3%)
Value$531.8K (-$39.9K)
Filed 2026-10-19
Wealth Effects LLC
DECREASED
Shares7,567 from 9,789
Change-2,222 (-23%)
Value$530.8K (-$187.8K)
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares7,563 from 7,398
Change+165 (+2%)
Value$530.5K (-$12.5K)
Filed 2026-11-03
Sky Investment Group LLC
NEW
Shares7,551
Change+7,551
Value$529.7K
Filed 2026-10-30
TFB Advisors LLC
INCREASED
Shares7,513 from 7,290
Change+223 (+3%)
Value$527.0K (-$8.1K)
Filed 2026-11-02
Successful Portfolios LLC
DECREASED
Shares7,500 from 7,626
Change-126 (-2%)
Value$524.1K (-$30.9K)
Filed 2026-10-09
Certuity, LLC
INCREASED
Shares7,480 from 6,430
Change+1,050 (+16%)
Value$524.7K (+$52.7K)
Filed 2026-11-02
Aries Wealth Management
DECREASED
Shares7,473 from 7,677
Change-204 (-3%)
Value$524.2K (-$39.3K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares7,416 from 3,722
Change+3,694 (+99%)
Value$520.2K (+$247.0K)
Filed 2026-10-19
First Citizens Financial Corp
DECREASED
Shares7,348 from 7,495
Change-147 (-2%)
Value$515.5K (-$34.7K)
Filed 2026-10-02
GreatBanc Trust Co
DECREASED
Shares7,213 from 8,263
Change-1,050 (-13%)
Value$506.0K (-$100.6K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
DECREASED
Shares7,188 from 8,122
Change-934 (-11%)
Value$504.2K (-$92.0K)
Filed 2026-10-26
Stone Wealth Partners
INCREASED
Shares7,120 from 3,583
Change+3,537 (+99%)
Value$499.8K (+$236.7K)
Filed 2026-11-05
Mycio Wealth Partners, LLC
INCREASED
Shares7,090 from 7,017
Change+73 (+1%)
Value$497.3K (-$17.8K)
Filed 2026-11-04
Abacus Planning Group, Inc.
DECREASED
Shares7,077 from 7,160
Change-83 (-1%)
Value$496.5K (-$29.2K)
Filed 2026-11-02
Plan Group Financial, LLC
DECREASED
Shares7,074 from 11,829
Change-4,755 (-40%)
Value$500.5K (-$367.9K)
Filed 2026-10-22
SMI Advisory Services, LLC
INCREASED
Shares7,036 from 7,035
Change+1 (+0%)
Value$494.1K (-$20.5K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares6,893 from 5,091
Change+1,802 (+35%)
Value$483.6K (+$109.8K)
Filed 2026-11-05
Churchill Financial Advisors, LLC
INCREASED
Shares6,862 from 6,835
Change+27 (+0%)
Value$481.4K (-$20.4K)
Filed 2026-10-20
Aprio Wealth Management, LLC
NEW
Shares6,857
Change+6,857
Value$481.0K
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,818 from 10,014
Change-3,196 (-32%)
Value$478.3K (-$259.9K)
Filed 2026-10-13
Wedmont Private Capital
DECREASED
Shares6,813 from 19,991
Change-13,178 (-66%)
Value$478.4K (-$976.3K)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares6,809 from 6,808
Change+1 (+0%)
Value$477.6K (-$22.2K)
Filed 2026-10-22
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares6,806 from 6,306
Change+500 (+8%)
Value$477.4K (+$14.5K)
Filed 2026-10-20
Kagan Cocozza Asset Management
UNCHANGED
Shares6,795 from 6,795
Change0 (0%)
Value$476.7K (-$22.2K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares6,774 from 6,461
Change+313 (+5%)
Value$475.2K (+$881)
Filed 2026-10-22
Gainline Financial Partners, LLC
INCREASED
Shares6,739 from 5,642
Change+1,097 (+19%)
Value$472.7K (+$58.5K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares6,708 from 8,477
Change-1,769 (-21%)
Value$470.6K (-$151.7K)
Filed 2026-10-13
TPG Advisors LLC
DECREASED
Shares6,708 from 6,974
Change-266 (-4%)
Value$470.6K (-$41.4K)
Filed 2026-10-16
WealthSpring Partners, LLC
DECREASED
Shares6,702 from 7,081
Change-379 (-5%)
Value$470.1K (-$49.7K)
Filed 2026-10-14
Stegner Investment Associates Inc.
DECREASED
Shares6,696 from 6,869
Change-173 (-3%)
Value$469.7K (-$34.5K)
Filed 2026-10-15
One Advisory Partners, LLC
DECREASED
Shares6,689 from 7,947
Change-1,258 (-16%)
Value$469.2K (-$114.2K)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares6,669 from 6,915
Change-246 (-4%)
Value$467.8K (-$39.8K)
Filed 2026-10-29
Pearl Planning LLC
DECREASED
Shares6,653 from 23,389
Change-16,736 (-72%)
Value$466.7K (-$1.3M)
Filed 2026-10-13
SLT Holdings LLC
NEW
Shares6,648
Change+6,648
Value$466.4K
Filed 2026-10-15
Aurora Private Wealth, Inc.
INCREASED
Shares6,635 from 6,082
Change+553 (+9%)
Value$465 (-$446.5K)
Filed 2026-10-20
Power Wealth Management LLC
DECREASED
Shares6,589 from 6,607
Change-18 (0%)
Value$462.2K (-$22.8K)
Filed 2026-10-27
Northern Lights Advisors, Inc.
INCREASED
Shares6,519 from 6,418
Change+101 (+2%)
Value$457.3K (-$13.9K)
Filed 2026-10-21
USAdvisors Wealth Management, LLC
INCREASED
Shares6,519 from 6,454
Change+65 (+1%)
Value$457 (-$472.5K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares6,490 from 10,058
Change-3,568 (-35%)
Value$455.3K (-$281.6K)
Filed 2026-10-30
Scott & Selber, Inc.
UNCHANGED
Shares6,412 from 6,412
Change0 (0%)
Value$449.8K (-$20.9K)
Filed 2026-10-21
Beacon Hill Wealth Management Ltd.
INCREASED
Shares6,409 from 2,934
Change+3,475 (+118%)
Value$449.6K (+$234.2K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares6,405 from 7,635
Change-1,230 (-16%)
Value$449.3K (-$111.2K)
Filed 2026-10-29
Clarity Capital Advisors, LLC
INCREASED
Shares6,405 from 6,349
Change+56 (+1%)
Value$449.3K (-$16.7K)
Filed 2026-10-27
Beacon Wealthcare LLC
DECREASED
Shares6,391 from 8,814
Change-2,423 (-27%)
Value$448.3K (-$198.7K)
Filed 2026-10-02
Benin Management Corp
NEW
Shares6,390
Change+6,390
Value$448.3K
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares6,350 from 5,652
Change+698 (+12%)
Value$445.5K (+$30.5K)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares6,277 from 6,266
Change+11 (+0%)
Value$440.3K (-$19.7K)
Filed 2026-10-09
Citizens Financial Group Inc
DECREASED
Shares6,276 from 11,628
Change-5,352 (-46%)
Value$440.3K (-$413.3K)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares6,256 from 5,331
Change+925 (+17%)
Value$438.9K (+$47.5K)
Filed 2026-10-09
Accredited Investors Inc.
NEW
Shares6,252
Change+6,252
Value$438.6K
Filed 2026-11-03
Ballast Rock Private Wealth LLC
DECREASED
Shares6,237 from 6,860
Change-623 (-9%)
Value$437.5K (-$66.1K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares6,190 from 5,937
Change+253 (+4%)
Value$434.3K (-$1.6K)
Filed 2026-10-02
Central Trust Co
INCREASED
Shares6,143 from 5,796
Change+347 (+6%)
Value$430.9K (+$5.4K)
Filed 2026-11-05
Lazari Capital Management, Inc.
INCREASED
Shares6,129 from 6,091
Change+38 (+1%)
Value$429.9K (-$17.2K)
Filed 2026-10-20
Stevens Capital Partners
DECREASED
Shares6,120 from 11,686
Change-5,566 (-48%)
Value$429.3K (-$428.6K)
Filed 2026-10-29
Hanson & Doremus Investment Management
INCREASED
Shares6,120 from 5,983
Change+137 (+2%)
Value$429 (-$438.6K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares6,114 from 4,182
Change+1,932 (+46%)
Value$429.3K (+$122.3K)
Filed 2026-10-30
Mainsail Financial Group, LLC
NEW
Shares6,106
Change+6,106
Value$428.3K
Filed 2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares6,077 from 6,077
Change0 (0%)
Value$426.3K (-$19.8K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED
Shares6,000 from 6,550
Change-550 (-8%)
Value$420.9K (-$59.9K)
Filed 2026-10-27
Pictet North America Advisors SA
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$420.9K (-$19.6K)
Filed 2026-10-21
Charter Capital Management, Llc\de
INCREASED
Shares5,949 from 5,917
Change+32 (+1%)
Value$417.3K (-$17.1K)
Filed 2026-10-28
Summit Asset Management, LLC
UNCHANGED
Shares5,949 from 5,949
Change0 (0%)
Value$417.3K (-$19.4K)
Filed 2026-11-05
Fusion Family Wealth, LLC
UNCHANGED
Shares5,915 from 5,915
Change0 (0%)
Value$414.9K (-$19.3K)
Filed 2026-11-02
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares5,907 from 5,859
Change+48 (+1%)
Value$414.4K (-$15.7K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,886 from 4,442
Change+1,444 (+33%)
Value$413.0K (+$86.9K)
Filed 2026-10-29
Redwood Park Advisors LLC
DECREASED
Shares5,805 from 6,000
Change-195 (-3%)
Value$407.3K (-$33.2K)
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares5,802
Change+5,802
Value$407.0K
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED
Shares5,790 from 5,805
Change-15 (0%)
Value$406.2K (-$20.0K)
Filed 2026-10-09
Timonier Family Office, Ltd.
DECREASED
Shares5,752 from 6,404
Change-652 (-10%)
Value$403.5K (-$66.6K)
Filed 2026-11-03
Mustard Seed Financial, LLC
INCREASED
Shares5,703 from 5,231
Change+472 (+9%)
Value$400.1K (+$16.1K)
Filed 2026-10-30
Blue Fin Capital, Inc.
DECREASED
Shares5,692 from 5,710
Change-18 (0%)
Value$399.3K (-$19.9K)
Filed 2026-10-28
Hartmann Taylor Wealth Management, LLC
NEW
Shares5,685
Change+5,685
Value$398.8K
Filed 2026-10-14
Diversified Management Inc
UNCHANGED
Shares5,633 from 5,633
Change0 (0%)
Value$395.2K (-$18.4K)
Filed 2026-10-08
Financial Life Advisors
NEW
Shares5,622
Change+5,622
Value$394.4K
Filed 2026-10-14
Orgel Wealth Management, LLC
INCREASED
Shares5,621 from 4,197
Change+1,424 (+34%)
Value$394.3K (+$86.2K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares5,556 from 3,106
Change+2,450 (+79%)
Value$389.8K (+$161.7K)
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares5,543 from 5,486
Change+57 (+1%)
Value$388.9K (-$13.9K)
Filed 2026-10-15
Argyle Capital Partners, LLC
NEW
Shares5,528
Change+5,528
Value$387.8K
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
DECREASED
Shares5,528 from 6,121
Change-593 (-10%)
Value$387.8K (-$61.5K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
DECREASED
Shares5,527 from 5,682
Change-155 (-3%)
Value$387.7K (-$29.4K)
Filed 2026-10-13
Guilbault Capital LLC
NEW
Shares5,518
Change+5,518
Value$387.1K
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares5,486 from 5,486
Change0 (0%)
Value$384.8K (-$17.9K)
Filed 2026-10-16
Latitude Advisors, LLC
INCREASED
Shares5,434 from 4,469
Change+965 (+22%)
Value$381.2K (+$53.1K)
Filed 2026-10-27
IFC & Insurance Marketing, Inc.
INCREASED
Shares5,382 from 5,353
Change+29 (+1%)
Value$377.5K (-$15.5K)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares5,377 from 7,049
Change-1,672 (-24%)
Value$377.2K (-$140.3K)
Filed 2026-11-02
Oak Grove Capital LLC
UNCHANGED
Shares5,377 from 5,377
Change0 (0%)
Value$377.2K (-$17.5K)
Filed 2026-10-09
World Equity Group, Inc.
INCREASED
Shares5,342 from 5,306
Change+36 (+1%)
Value$374.8K (-$14.8K)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares5,327 from 6,780
Change-1,453 (-21%)
Value$373.7K (-$124.0K)
Filed 2026-10-08
Ignite Planners, LLC
DECREASED
Shares5,323 from 42,127
Change-36,804 (-87%)
Value$371.0K (-$2.7M)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares5,307 from 5,307
Change0 (0%)
Value$372.3K (-$17.3K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,306 from 5,306
Change0 (0%)
Value$389.5K ($0)
Filed 2026-10-13
Whitcomb & Hess, Inc.
INCREASED
Shares5,294 from 5,155
Change+139 (+3%)
Value$371.4K (-$7.1K)
Filed 2026-10-07
Adirondack Trust Co
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$370.0K (-$17.1K)
Filed 2026-10-14
Guardsman Private Capital Management, Inc.
INCREASED
Shares5,268 from 5,231
Change+37 (+1%)
Value$369.5K (-$14.5K)
Filed 2026-10-19
Keystone Global Partners, LLC
DECREASED
Shares5,238 from 5,907
Change-669 (-11%)
Value$367.4K (-$66.2K)
Filed 2026-10-13
Svrn Asset Management, LLC
UNCHANGED
Shares5,232 from 5,232
Change0 (0%)
Value$367.0K (-$17.1K)
Filed 2026-11-02
Vivid Wealth Management, LLC
INCREASED
Shares5,217 from 4,466
Change+751 (+17%)
Value$366.0K (+$38.1K)
Filed 2026-10-27
Cypress Wealth Services, LLC
DECREASED
Shares5,175 from 5,240
Change-65 (-1%)
Value$362.3K (-$22.4K)
Filed 2026-10-21
Allstreet Capital Advisors LLC
INCREASED
Shares5,171 from 5,123
Change+48 (+1%)
Value$362.8K (-$13.3K)
Filed 2026-11-04
BCU Wealth Advisors, LLC
INCREASED
Shares5,169 from 5,116
Change+53 (+1%)
Value$362.6K (-$13.0K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,143 from 3,915
Change+1,228 (+31%)
Value$360.8K (+$73.4K)
Filed 2026-10-22
Advisortrust Partners, LLC
UNCHANGED
Shares5,109 from 5,109
Change0 (0%)
Value$358.4K (-$16.7K)
Filed 2026-11-02
Anchor Capital Advisors LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$357.8K (-$16.6K)
Filed 2026-11-05
Oath Planning, LLC
NEW
Shares5,064
Change+5,064
Value$355.2K
Filed 2026-10-20
WoodTrust Financial Corp
INCREASED
Shares5,060 from 4,497
Change+563 (+13%)
Value$355 (-$329.6K)
Filed 2026-10-09
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares5,059 from 5,059
Change0 (0%)
Value$354.9K (-$16.5K)
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares5,032 from 5,020
Change+12 (+0%)
Value$356.0K (-$7.5K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
INCREASED
Shares5,029 from 5,019
Change+10 (+0%)
Value$353.4K (-$16.3K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
NEW
Shares5,016
Change+5,016
Value$351.9K
Filed 2026-10-29
DeLarme Wealth Management, Inc.
INCREASED
Shares4,984 from 4,209
Change+775 (+18%)
Value$349.6K (+$40.6K)
Filed 2026-10-30
Tennessee Valley Asset Management Partners
DECREASED
Shares4,959 from 4,989
Change-30 (-1%)
Value$347.8K (-$18.4K)
Filed 2026-11-03
Gradient Investments LLC
NEW
Shares4,949
Change+4,949
Value$347.2K
Filed 2026-10-08
Spinnaker Investment Group, LLC
INCREASED
Shares4,931 from 3,188
Change+1,743 (+55%)
Value$345.9K (+$111.9K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares4,927 from 5,827
Change-900 (-15%)
Value$345.6K (-$82.1K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
DECREASED
Shares4,905 from 4,925
Change-20 (0%)
Value$344.1K (-$17.5K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
NEW
Shares4,893
Change+4,893
Value$343.2K
Filed 2026-10-29
CFM Wealth Partners LLC
INCREASED
Shares4,875 from 4,103
Change+772 (+19%)
Value$342.0K (+$40.8K)
Filed 2026-11-05
United Asset Strategies, Inc.
DECREASED
Shares4,859 from 6,616
Change-1,757 (-27%)
Value$340.9K (-$144.8K)
Filed 2026-10-28
Parkshore Wealth Management, Inc.
INCREASED
Shares4,853 from 4,846
Change+7 (+0%)
Value$340.5K (-$15.3K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares4,824 from 4,797
Change+27 (+1%)
Value$338.4K (-$13.7K)
Filed 2026-11-03
Ejmk Ventures LLC
DECREASED
Shares4,816 from 5,955
Change-1,139 (-19%)
Value$337.8K (-$99.3K)
Filed 2026-10-21
RAM Investment Partners, LLC
INCREASED
Shares4,789 from 4,759
Change+30 (+1%)
Value$335.9K (-$13.4K)
Filed 2026-10-21
Cypress Point Wealth Management, LLC
DECREASED
Shares4,782 from 4,890
Change-108 (-2%)
Value$335.5K (-$23.5K)
Filed 2026-11-03
Thrive Wealth Management, LLC
INCREASED
Shares4,764 from 4,739
Change+25 (+1%)
Value$334.2K (-$13.7K)
Filed 2026-10-13
Intergy Private Wealth, LLC
INCREASED
Shares4,736 from 3,994
Change+742 (+19%)
Value$332.2K (+$39.0K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
NEW
Shares4,733
Change+4,733
Value$332.4K
Filed 2026-10-27
Sentinel Advisory Group, LLC
DECREASED
Shares4,718 from 4,810
Change-92 (-2%)
Value$331.0K (-$22.1K)
Filed 2026-10-20
21 West Wealth Management LLC
NEW
Shares4,705
Change+4,705
Value$330.1K
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares4,699 from 4,176
Change+523 (+13%)
Value$329.6K (+$23.1K)
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares4,699 from 4,660
Change+39 (+1%)
Value$329.6K (-$12.5K)
Filed 2026-10-21
Summit Global Investments
INCREASED
Shares4,676 from 3,570
Change+1,106 (+31%)
Value$328 (-$261.7K)
Filed 2026-10-28
Capital Planning LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$328.0K (-$15.2K)
Filed 2026-10-09
National Wealth Management Group, LLC
DECREASED
Shares4,646 from 5,547
Change-901 (-16%)
Value$325.9K (-$81.3K)
Filed 2026-10-26
Enclave Advisors LLC
INCREASED
Shares4,624 from 3,888
Change+736 (+19%)
Value$324.3K (+$38.9K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
INCREASED
Shares4,620 from 9
Change+4,611 (+51233%)
Value$327.2K (+$326.5K)
Filed 2026-11-04
Fjell Capital, LLC
INCREASED
Shares4,616 from 4,055
Change+561 (+14%)
Value$323.8K (+$26.1K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
NEW
Shares4,603
Change+4,603
Value$322.9K
Filed 2026-11-02
Quartz Partners, LLC
DECREASED
Shares4,600 from 7,263
Change-2,663 (-37%)
Value$322.7K (-$210.5K)
Filed 2026-11-03
Cornerstone Management, Inc.
INCREASED
Shares4,599 from 4,418
Change+181 (+4%)
Value$322.6K (-$1.7K)
Filed 2026-10-16
Arbor Wealth Management Llc\az
DECREASED
Shares4,567 from 4,730
Change-163 (-3%)
Value$320.3K (-$26.9K)
Filed 2026-10-20
Advisor Resource Council
INCREASED
Shares4,566 from 3,165
Change+1,401 (+44%)
Value$319.0K (+$87.6K)
Filed 2026-11-05
Northwest Financial Advisors
UNCHANGED
Shares4,542 from 4,542
Change0 (0%)
Value$318.6K (-$14.8K)
Filed 2026-10-27
Persium Advisors, LLC
UNCHANGED
Shares4,499 from 4,499
Change0 (0%)
Value$315.6K (-$14.7K)
Filed 2026-10-07
Legacy Wealth Partners, LLC
NEW
Shares4,435
Change+4,435
Value$311.1K
Filed 2026-10-15
Cassilly Financial Group LLC
DECREASED
Shares4,416 from 4,853
Change-437 (-9%)
Value$309.8K (-$46.5K)
Filed 2026-10-07
MBL Wealth, LLC
DECREASED
Shares4,413 from 4,424
Change-11 (0%)
Value$309.6K (-$15.2K)
Filed 2026-10-22
Rose Capital Advisors LLC
DECREASED
Shares4,397 from 4,934
Change-537 (-11%)
Value$308.5K (-$53.8K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED
Shares4,390 from 7,454
Change-3,064 (-41%)
Value$308.0K (-$239.2K)
Filed 2026-10-26
Kathmere Capital Management, LLC
INCREASED
Shares4,359 from 3,827
Change+532 (+14%)
Value$305.8K (+$24.9K)
Filed 2026-10-20
MCF Advisors LLC
INCREASED
Shares4,354 from 4,351
Change+3 (+0%)
Value$305.4K (-$14.0K)
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares4,348 from 6,461
Change-2,113 (-33%)
Value$305.0K (-$169.3K)
Filed 2026-11-04
BLB&B Advisors, LLC
UNCHANGED
Shares4,276 from 4,276
Change0 (0%)
Value$300.0K (-$13.9K)
Filed 2026-10-27
Miller Financial Services LLC
NEW
Shares4,272
Change+4,272
Value$299.7K
Filed 2026-10-20
Nicholas Wealth, Llc.
NEW
Shares4,266
Change+4,266
Value$299.3K
Filed 2026-10-26
Quadcap Wealth Management, LLC
DECREASED
Shares4,264 from 5,029
Change-765 (-15%)
Value$299.1K (-$70.1K)
Filed 2026-11-02
Value Investment Professionals, LLC
DECREASED
Shares4,252 from 7,827
Change-3,575 (-46%)
Value$298.3K (-$276.3K)
Filed 2026-10-13
LongView Wealth Management
UNCHANGED
Shares4,244 from 4,244
Change0 (0%)
Value$297.7K (-$13.8K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares4,229 from 4,229
Change0 (0%)
Value$296.7K (-$13.8K)
Filed 2026-10-29
TrustWell Financial Advisors, LLC
DECREASED
Shares4,219 from 4,307
Change-88 (-2%)
Value$296.0K (-$20.2K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
INCREASED
Shares4,204 from 4,168
Change+36 (+1%)
Value$294.9K (-$11.1K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
NEW
Shares4,181
Change+4,181
Value$293.3K
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$290.4K (-$13.5K)
Filed 2026-11-03
Finward Bancorp
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$289.6K (-$13.5K)
Filed 2026-10-14
First County Bank
NEW
Shares4,123
Change+4,123
Value$289.2K
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares4,107 from 4,307
Change-200 (-5%)
Value$288.1K (-$28.1K)
Filed 2026-10-13
Livet Wealth, LLC
INCREASED
Shares4,099 from 3,898
Change+201 (+5%)
Value$287.5K (+$1.4K)
Filed 2026-10-27
Dorato Capital Management
DECREASED
Shares4,098 from 4,113
Change-15 (0%)
Value$286.9K (-$12.4K)
Filed 2026-10-08
Shepherd Street Advisors LLC
INCREASED
Shares4,088 from 3,828
Change+260 (+7%)
Value$287.1K (+$8.3K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED
Shares4,045 from 4,304
Change-259 (-6%)
Value$283.8K (-$32.2K)
Filed 2026-10-23
Financial Security Advisor, Inc.
NEW
Shares4,028
Change+4,028
Value$282.6K
Filed 2026-11-03
Towneley Capital Management, Inc / de
INCREASED
Shares4,028 from 4,008
Change+20 (+1%)
Value$282.6K (-$11.7K)
Filed 2026-10-09
Sage Capital Management, LLC
NEW
Shares4,003
Change+4,003
Value$280.9K
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares3,992 from 3,988
Change+4 (+0%)
Value$280.1K (-$12.7K)
Filed 2026-10-16
Dutch Asset Corp
DECREASED
Shares3,984 from 7,074
Change-3,090 (-44%)
Value$279.5K (-$239.8K)
Filed 2026-10-20
Elevation Wealth Management LLC
NEW
Shares3,979
Change+3,979
Value$279.1K
Filed 2026-11-02
MKT Advisors LLC
DECREASED
Shares3,955 from 4,055
Change-100 (-2%)
Value$277.7K (-$17.7K)
Filed 2026-10-20
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares3,950 from 3,900
Change+50 (+1%)
Value$277.1K (-$9.2K)
Filed 2026-10-22
RKL Wealth Management LLC
DECREASED
Shares3,937 from 7,032
Change-3,095 (-44%)
Value$276.2K (-$240.0K)
Filed 2026-10-16
Heirloom Wealth Management
NEW
Shares3,934
Change+3,934
Value$276.0K
Filed 2026-10-14
SWP Financial LLC
UNCHANGED
Shares3,912 from 3,912
Change0 (0%)
Value$274.5K (-$12.8K)
Filed 2026-10-23
Paulson Wealth Management Inc.
INCREASED
Shares3,900 from 3,785
Change+115 (+3%)
Value$273.6K (-$4.3K)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares3,882 from 12,029
Change-8,147 (-68%)
Value$272.3K (-$610.7K)
Filed 2026-10-13
Denver PWM, LLC
UNCHANGED
Shares3,861 from 3,861
Change0 (0%)
Value$270.9K (-$8.3K)
Filed 2026-10-22
Bestgate Wealth Advisors, LLC
NEW
Shares3,850
Change+3,850
Value$270.1K
Filed 2026-10-13
Accelerate Investment Advisors LLC
DECREASED
Shares3,839 from 12,769
Change-8,930 (-70%)
Value$269.3K (-$668.1K)
Filed 2026-11-02
Twelve Points Wealth Management LLC
INCREASED
Shares3,834 from 3,801
Change+33 (+1%)
Value$274.4K (-$4.7K)
Filed 2026-11-03
Urban Wealth Management, LLC
INCREASED
Shares3,832 from 3,828
Change+4 (+0%)
Value$268.8K (-$12.2K)
Filed 2026-10-21
Ti-Trust, Inc
INCREASED
Shares3,797 from 2,823
Change+974 (+35%)
Value$266.4K (+$59.1K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
DECREASED
Shares3,794 from 3,821
Change-27 (-1%)
Value$266.2K (-$14.3K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares3,791 from 935
Change+2,856 (+305%)
Value$266.0K (+$197.3K)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares3,785 from 3,771
Change+14 (+0%)
Value$265.5K (-$7.6K)
Filed 2026-10-16
WealthPLAN Partners, LLC
INCREASED
Shares3,777 from 3,125
Change+652 (+21%)
Value$265.0K (+$35.6K)
Filed 2026-10-15
Invariant Investment Management
INCREASED
Shares3,775 from 3,767
Change+8 (+0%)
Value$264.0K (-$11.4K)
Filed 2026-10-08
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,769 from 3,763
Change+6 (+0%)
Value$264.4K (-$11.9K)
Filed 2026-10-30
Kaizen Financial Strategies
INCREASED
Shares3,768 from 2,921
Change+847 (+29%)
Value$264.3K (+$50.9K)
Filed 2026-10-09
Hilltop National Bank
UNCHANGED
Shares3,708 from 3,708
Change0 (0%)
Value$260.1K (-$12.1K)
Filed 2026-10-14
BAR Harbor Wealth Management
NEW
Shares3,702
Change+3,702
Value$259.7K
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares3,700 from 5,055
Change-1,355 (-27%)
Value$260 (-$370.7K)
Filed 2026-10-30
Artesa Financial Group, LLC
DECREASED
Shares3,697 from 4,076
Change-379 (-9%)
Value$259.4K (-$39.9K)
Filed 2026-10-29
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$259.2K (-$12.0K)
Filed 2026-10-23
James J. Burns & Company, LLC
NEW
Shares3,671
Change+3,671
Value$257.6K
Filed 2026-10-22
LMG Wealth Partners, LLC
UNCHANGED
Shares3,645 from 3,645
Change0 (0%)
Value$255.7K (-$11.9K)
Filed 2026-11-05
Rakuten Investment Management, Inc.
NEW
Shares3,634
Change+3,634
Value$255.2K
Filed 2026-10-30
Towerpoint Wealth, LLC
INCREASED
Shares3,622 from 3,385
Change+237 (+7%)
Value$254.1K (+$5.6K)
Filed 2026-10-13
Wincap Financial LLC
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$253.9K (-$11.8K)
Filed 2026-10-20
Palisade Asset Management, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$253.6K (-$11.8K)
Filed 2026-11-03
Advisor OS, LLC
NEW
Shares3,598
Change+3,598
Value$252.4K
Filed 2026-11-03
Altiora Financial Group, LLC
INCREASED
Shares3,597 from 3,560
Change+37 (+1%)
Value$252.3K (-$9.0K)
Filed 2026-11-04
Obermeyer Wealth Partners
DECREASED
Shares3,594 from 5,784
Change-2,190 (-38%)
Value$252.1K (-$172.5K)
Filed 2026-10-21
CPC Advisors, LLC
NEW
Shares3,574
Change+3,574
Value$250.7K
Filed 2026-10-21
Insight Wealth Partners, LLC
NEW
Shares3,572
Change+3,572
Value$250.6K
Filed 2026-10-26
Clay Northam Wealth Management, LLC
DECREASED
Shares3,554 from 3,637
Change-83 (-2%)
Value$249.3K (-$17.7K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED
Shares3,554 from 3,554
Change0 (0%)
Value$249.3K (-$11.6K)
Filed 2026-10-09
Cannon Advisors, Inc.
NEW
Shares3,545
Change+3,545
Value$249.3K
Filed 2026-10-14
Woodward Financial Advisors, Inc.
INCREASED
Shares3,533 from 3,515
Change+18 (+1%)
Value$247.9K (-$10.1K)
Filed 2026-10-19
Eclectic Associates Inc
INCREASED
Shares3,526 from 3,443
Change+83 (+2%)
Value$247.4K (-$5.4K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$246.5K (-$11.5K)
Filed 2026-10-27
Pinnacle Financial Group, LLC / IL
DECREASED
Shares3,509 from 5,735
Change-2,226 (-39%)
Value$246.2K (-$176.7K)
Filed 2026-10-29
Rockingstone Advisors LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$245.5K (-$11.4K)
Filed 2026-10-16
Socha Financial Group, LLC
NEW
Shares3,462
Change+3,462
Value$242.9K
Filed 2026-11-03
Ironwood Financial, llc
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$241.9K (-$8.1K)
Filed 2026-10-20
Kraft, Davis & Associates, LLC
DECREASED
Shares3,432 from 3,572
Change-140 (-4%)
Value$242.2K (-$17.4K)
Filed 2026-10-21
FFG Partners, LLC
INCREASED
Shares3,407 from 3,372
Change+35 (+1%)
Value$239.1K (-$8.5K)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares3,400 from 3,100
Change+300 (+10%)
Value$238.5K (+$10.9K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares3,362 from 3,059
Change+303 (+10%)
Value$235.8K (+$11.3K)
Filed 2026-10-16
Flagship Private Wealth, LLC
DECREASED
Shares3,331 from 12,356
Change-9,025 (-73%)
Value$233.7K (-$673.4K)
Filed 2026-11-05
Vision Financial Markets LLC
DECREASED
Shares3,296 from 5,796
Change-2,500 (-43%)
Value$231.2K (-$194.3K)
Filed 2026-10-22
Clarity Retirement & Wealth, LLC
NEW
Shares3,281
Change+3,281
Value$230.2K
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares3,276 from 3,297
Change-21 (-1%)
Value$229.8K (-$12.2K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares3,255 from 3,352
Change-97 (-3%)
Value$228.3K (-$17.7K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,218
Change+3,218
Value$225.7K
Filed 2026-10-27
Mayfair Advisory Group, LLC
INCREASED
Shares3,213 from 3,190
Change+23 (+1%)
Value$225.4K (-$5.3K)
Filed 2026-10-20
Duncker Streett & Co Inc
DECREASED
Shares3,207 from 3,497
Change-290 (-8%)
Value$225.0K (-$31.7K)
Filed 2026-10-27
Baskin Financial Services Inc.
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$223 (-$11)
Filed 2026-10-19
Monument Capital Management
NEW
Shares3,183
Change+3,183
Value$223.3K
Filed 2026-10-09
Tandem Capital Management Corp
DECREASED
Shares3,180 from 5,335
Change-2,155 (-40%)
Value$223.1K (-$168.6K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
DECREASED
Shares3,173 from 8,588
Change-5,415 (-63%)
Value$222.6K (-$407.8K)
Filed 2026-10-13
First Hawaiian Bank
UNCHANGED
Shares3,164 from 3,164
Change0 (0%)
Value$222.0K (-$10.3K)
Filed 2026-10-14
Greenhouse Wealth Management, LLC
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$220.5K (-$10.9K)
Filed 2026-10-20
Miramontes Capital, LLC
INCREASED
Shares3,130 from 3,001
Change+129 (+4%)
Value$219.6K (-$738)
Filed 2026-10-19
Black Diamond Financial, LLC
DECREASED
Shares3,127 from 8,710
Change-5,583 (-64%)
Value$219.4K (-$420.0K)
Filed 2026-10-26
HRC Wealth Management, LLC
NEW
Shares3,119
Change+3,119
Value$218.8K
Filed 2026-10-16
Guyasuta Investment Advisors Inc
DECREASED
Shares3,110 from 6,442
Change-3,332 (-52%)
Value$218.2K (-$254.7K)
Filed 2026-10-15
Tucker Asset Management LLC
INCREASED
Shares3,106 from 2,569
Change+537 (+21%)
Value$217.9K (+$29.3K)
Filed 2026-10-29
Rockport Wealth LLC
INCREASED
Shares3,103 from 3,078
Change+25 (+1%)
Value$217.7K (-$8.3K)
Filed 2026-11-03
Montecito Bank & Trust
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$217.3K (-$10.1K)
Filed 2026-10-01
Patten & Patten Inc
UNCHANGED
Shares3,097 from 3,097
Change0 (0%)
Value$217.3K (-$10.1K)
Filed 2026-10-26
Hoge Financial Services, LLC
INCREASED
Shares3,077 from 3,069
Change+8 (+0%)
Value$215.9K (-$9.5K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares3,048 from 3,702
Change-654 (-18%)
Value$213.8K (-$58.0K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
NEW
Shares3,032
Change+3,032
Value$212.7K
Filed 2026-10-21
Manske Wealth Management
DECREASED
Shares3,024 from 3,627
Change-603 (-17%)
Value$212.1K (-$54.1K)
Filed 2026-10-26
Wealthcare Capital Management LLC
NEW
Shares3,021
Change+3,021
Value$211.9K
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares3,019 from 3,139
Change-120 (-4%)
Value$211.8K (-$18.7K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
DECREASED
Shares3,009 from 3,207
Change-198 (-6%)
Value$211.1K (-$24.3K)
Filed 2026-10-28
Indiana Trust & Investment Management Co
DECREASED
Shares3,007 from 3,440
Change-433 (-13%)
Value$210.9K (-$41.6K)
Filed 2026-10-22
Kane Co Wealth Management, Inc.
NEW
Shares3,000
Change+3,000
Value$210.5K
Filed 2026-11-04
Family CFO Inc
NEW
Shares3,000
Change+3,000
Value$210.5K
Filed 2026-10-30
Investors Research Corp
INCREASED
Shares2,996 from 1,171
Change+1,825 (+156%)
Value$210.2K (+$124.2K)
Filed 2026-10-07
Westchester Capital Management, Inc.
UNCHANGED
Shares2,988 from 2,988
Change0 (0%)
Value$209.6K (-$9.7K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares2,963 from 7,541
Change-4,578 (-61%)
Value$208.2K (-$345.4K)
Filed 2026-10-13
Inlight Wealth Management, LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$207.6K (-$9.7K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$204.8K (-$9.5K)
Filed 2026-11-05
Tiller Private Wealth, Inc.
INCREASED
Shares2,918 from 2,762
Change+156 (+6%)
Value$204.7K (+$1.9K)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares2,916 from 3,814
Change-898 (-24%)
Value$204.6K (-$75.4K)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares2,903
Change+2,903
Value$203.6K
Filed 2026-11-05
Mainsail Asset Management, LLC
INCREASED
Shares2,902 from 2,893
Change+9 (+0%)
Value$203.2K (-$7.6K)
Filed 2026-10-14
Naples Global Advisors, LLC
UNCHANGED
Shares2,886 from 2,886
Change0 (0%)
Value$202.5K (-$9.4K)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares2,876 from 5,074
Change-2,198 (-43%)
Value$201.7K (-$170.7K)
Filed 2026-10-16
RCS Financial Planning, LLC
NEW
Shares2,870
Change+2,870
Value$201.3K
Filed 2026-10-14
Vertrix Wealth Management, LLC
DECREASED
Shares2,857 from 2,923
Change-66 (-2%)
Value$200.4K (-$14.2K)
Filed 2026-10-13
Aspect Partners, LLC
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$184.5K (-$8.6K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED
Shares2,627 from 2,575
Change+52 (+2%)
Value$184.3K (-$4.7K)
Filed 2026-11-03
Downshift Financial, LLC
DECREASED
Shares2,546 from 2,631
Change-85 (-3%)
Value$178.6K (-$14.5K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares2,494 from 2,447
Change+47 (+2%)
Value$175.0K (-$4.7K)
Filed 2026-10-16
Evolution Wealth Management Inc.
INCREASED
Shares2,367 from 1,486
Change+881 (+59%)
Value$166.0K (+$57.0K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,304 from 9,089
Change-6,785 (-75%)
Value$161.6K (-$505.6K)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares2,240
Change+2,240
Value$157.1K
Filed 2026-11-02
Trust Co of Toledo NA
DECREASED
Shares2,120 from 7,320
Change-5,200 (-71%)
Value$148.7K (-$388.6K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$143.4K (-$6.7K)
Filed 2026-10-26
Arlington Trust Co LLC
DECREASED
Shares2,026 from 3,270
Change-1,244 (-38%)
Value$142.1K (-$97.9K)
Filed 2026-10-20
Community Financial Services Group, LLC
NEW
Shares2,002
Change+2,002
Value$140.3K
Filed 2026-10-15
Stone House Investment Management, LLC
DECREASED
Shares2,000 from 2,640
Change-640 (-24%)
Value$140.3K (-$53.5K)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares2,000 from 2,422
Change-422 (-17%)
Value$140.3K (-$37.5K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
NEW
Shares1,997
Change+1,997
Value$140.1K
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares1,997
Change+1,997
Value$140.1K
Filed 2026-10-27
Kroeger Financial Partners
DECREASED
Shares1,968 from 1,979
Change-11 (-1%)
Value$138.1K (-$7.2K)
Filed 2026-10-19
Chilton Capital Management LLC
UNCHANGED
Shares1,917 from 1,917
Change0 (0%)
Value$134.5K (-$6.2K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares1,827 from 1,940
Change-113 (-6%)
Value$128.2K (-$14.3K)
Filed 2026-11-04
United Financial Planning Group LLC
INCREASED
Shares1,746 from 1,731
Change+15 (+1%)
Value$122.5K (-$4.6K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares1,410 from 2,450
Change-1,040 (-42%)
Value$98.9K (-$80.9K)
Filed 2026-10-30
Mcdonald Partners LLC
DECREASED
Shares1,400 from 1,547
Change-147 (-9%)
Value$98.2K (-$15.4K)
Filed 2026-11-03
Y.D. More Investments Ltd
NEW
Shares1,393
Change+1,393
Value$97.7K
Filed 2026-11-02
Foresight Capital Management Advisors, Inc.
NEW
Shares1,392
Change+1,392
Value$97.6K
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares1,250 from 4,695
Change-3,445 (-73%)
Value$87.7K (-$256.9K)
Filed 2026-11-04
Acima Private Wealth, LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$81.3K (-$3.8K)
Filed 2026-10-05
Planning Strategies Inc.
INCREASED
Shares1,144 from 799
Change+345 (+43%)
Value$80.3K (+$21.6K)
Filed 2026-10-02
American National Bank & Trust
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$78.1K (-$3.6K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares1,081 from 2
Change+1,079 (+53950%)
Value$75.8K (+$75.7K)
Filed 2026-10-19
Balance Wealth Partners LLC
NEW
Shares1,080
Change+1,080
Value$75.8K
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares1,069 from 118
Change+951 (+806%)
Value$75.0K (+$66.3K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,065 from 1,149
Change-84 (-7%)
Value$74.7K (-$9.6K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$69.7K (-$3.2K)
Filed 2026-10-01
Tsfg, LLC
DECREASED
Shares991 from 1,068
Change-77 (-7%)
Value$70 (-$77.9K)
Filed 2026-10-23
NorthAvenue LLC
INCREASED
Shares968 from 333
Change+635 (+191%)
Value$67.9K (+$43.5K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares964
Change+964
Value$67.6K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares951
Change+951
Value$66.7K
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares937 from 951
Change-14 (-1%)
Value$65.7K (-$4.1K)
Filed 2026-10-09
Go Invest LLC
INCREASED
Shares899 from 852
Change+47 (+6%)
Value$63.0K (+$474)
Filed 2026-10-09
GK Wealth Management LLC
NEW
Shares896
Change+896
Value$62.9K
Filed 2026-10-09
CX Institutional
DECREASED
Shares863 from 3,242
Change-2,379 (-73%)
Value$61 (-$177)
Filed 2026-10-02
Holos Integrated Wealth LLC
INCREASED
Shares854 from 56
Change+798 (+1425%)
Value$60.3K (+$56.2K)
Filed 2026-10-23
Coastline Trust Co
DECREASED
Shares819 from 871
Change-52 (-6%)
Value$57.5K (-$6.5K)
Filed 2026-10-01
Proathlete Wealth Management LLC
INCREASED
Shares805 from 720
Change+85 (+12%)
Value$56.5K (+$4.8K)
Filed 2026-10-15
POM Investment Strategies, LLC
NEW
Shares797
Change+797
Value$55.9K
Filed 2026-10-20
MB, Levis & Associates, LLC
INCREASED
Shares721 from 506
Change+215 (+42%)
Value$50.6K (+$13.4K)
Filed 2026-10-16
Manchester Capital Management LLC
DECREASED
Shares698 from 4,766
Change-4,068 (-85%)
Value$49.0K (-$300.9K)
Filed 2026-10-22
Pittenger & Anderson Inc
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$48.5K (-$2.3K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$48.2K (-$2.2K)
Filed 2026-10-16
Hurley Capital, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$46.2K (-$2.1K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares628 from 531
Change+97 (+18%)
Value$44.1K (+$5.1K)
Filed 2026-10-28
Yankcom Partnership
INCREASED
Shares620 from 550
Change+70 (+13%)
Value$43.5K (+$3.1K)
Filed 2026-10-15
Peoples Financial Services Corp.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$43.4K (-$2.0K)
Filed 2026-10-20
Security National Bank
NEW
Shares612
Change+612
Value$42.9K
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
NEW
Shares608
Change+608
Value$42.7K
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares594 from 591
Change+3 (+1%)
Value$41.7K (-$1.7K)
Filed 2026-11-02
Northstar Asset Management Co
DECREASED
Shares590 from 1,100
Change-510 (-46%)
Value$41.7K (-$37.8K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$41.0K (-$1.9K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$40.3K (-$1.9K)
Filed 2026-10-15
Biltmore Family Office, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$39.6K (-$1.8K)
Filed 2026-11-03
Davis Capital Management
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$37.0K (-$1.7K)
Filed 2026-10-08
Parkside Financial Bank & Trust
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$36.4K (-$1.7K)
Filed 2026-10-27
Beacon Financial Strategies Corp
INCREASED
Shares476 from 0
Change+476
Value$33.4K (+$33.4K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$33 (-$35.0K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$31.4K (-$1.5K)
Filed 2026-10-20
Phillip James Consulting Co.
NEW
Shares442
Change+442
Value$31.0K
Filed 2026-11-03
Maseco LLP
DECREASED
Shares427 from 1,133
Change-706 (-62%)
Value$30.0K (-$53.2K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares399
Change+399
Value$28.0K
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares392 from 388
Change+4 (+1%)
Value$27.5K (-$982)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares377 from 6,965
Change-6,588 (-95%)
Value$26.4K (-$484.8K)
Filed 2026-10-14
Tower View Wealth Management LLC
INCREASED
Shares376 from 372
Change+4 (+1%)
Value$26.4K (-$943)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$25.2K (-$1.2K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$24.8K (-$1.2K)
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$22.7K (-$1.1K)
Filed 2026-10-07
Bangor Savings Bank
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$22.4K (-$1.0K)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED
Shares313 from 835
Change-522 (-63%)
Value$23 (-$43.0K)
Filed 2026-11-04
Pflug Koory, LLC
INCREASED
Shares301 from 299
Change+2 (+1%)
Value$21.1K (-$781)
Filed 2026-10-26
Bayban
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$22.0K ($0)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares275
Change+275
Value$19.3K
Filed 2026-10-30
Hoese & Co LLP
DECREASED
Shares268 from 540
Change-272 (-50%)
Value$18.8K (-$20.8K)
Filed 2026-10-21
Transce3nd, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$17.8K (-$509)
Filed 2026-10-26
Signature Resources Capital Management, LLC
DECREASED
Shares248 from 253
Change-5 (-2%)
Value$17.4K (-$1.2K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$15.9K (-$737)
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares208 from 24
Change+184 (+767%)
Value$14.6K (+$12.8K)
Filed 2026-10-08
United Community Bank
DECREASED
Shares207 from 949
Change-742 (-78%)
Value$14.5K (-$55.1K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares194 from 18
Change+176 (+978%)
Value$13.6K (+$12.3K)
Filed 2026-10-02
Trifecta Capital Advisors, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$13.4K (-$623)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$13 ($0)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares167 from 3,145
Change-2,978 (-95%)
Value$11.7K (-$219.2K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$10.9K (-$505)
Filed 2026-10-30
Olistico Wealth, LLC
NEW
Shares154
Change+154
Value$10.8K
Filed 2026-10-05
RHL Group, LLC
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$10.2K (-$339)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares144 from 143
Change+1 (+1%)
Value$10.1K (-$431)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
DECREASED
Shares143 from 147
Change-4 (-3%)
Value$10.0K (-$760)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$9.8K (-$457)
Filed 2026-10-23
Quaker Wealth Management, LLC
INCREASED
Shares139 from 138
Change+1 (+1%)
Value$9.7K (-$403)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$9.7K (-$450)
Filed 2026-11-02
Horizon Financial Services, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$9.5K (-$440)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares131 from 129
Change+2 (+2%)
Value$9.2K (-$327)
Filed 2026-10-20
Arvest Investments, Inc.
DECREASED
Shares129 from 202
Change-73 (-36%)
Value$9.0K (-$5.8K)
Filed 2026-10-21
Main Street Group, LTD
INCREASED
Shares127 from 122
Change+5 (+4%)
Value$8.9K (-$49)
Filed 2026-10-28
American Capital Advisory, LLC
NEW
Shares121
Change+121
Value$8.5K
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$7.9K (-$369)
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$7.5K (-$349)
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares91 from 89
Change+2 (+2%)
Value$6.4K (-$227)
Filed 2026-10-20
Vima LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$6.2K (-$287)
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.0K (-$277)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$5.7K (-$264)
Filed 2026-10-30
Sofi Wealth, LLC
DECREASED
Shares74 from 1,117
Change-1,043 (-93%)
Value$5.2K (-$76.8K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares70
Change+70
Value$4.9K
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares70
Change+70
Value$4.9K
Filed 2026-11-05
Elevation Wealth Partners, LLC
NEW
Shares68
Change+68
Value$4.8K
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4.8K (-$221)
Filed 2026-10-15
Richardson Capital Management LLC
DECREASED
Shares60 from 62
Change-2 (-3%)
Value$4.2K (-$364)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares51
Change+51
Value$3.6K
Filed 2026-10-23
Byrne Asset Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.6K (-$169)
Filed 2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.4K (-$160)
Filed 2026-10-05
Rakuten Securities, Inc.
DECREASED
Shares39 from 89
Change-50 (-56%)
Value$2.7K (-$3.8K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
DECREASED
Shares34 from 355
Change-321 (-90%)
Value$2.4K (-$23.7K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.3K (-$108)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.9K (-$88)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.5K (-$69)
Filed 2026-10-22
Ascentis Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.3K (-$62)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$1.1K (-$37)
Filed 2026-10-16
Burkett Financial Services, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$38)
Filed 2026-10-01
Affinity Wealth LLC
NEW
Shares11
Change+11
Value$783
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$351 (-$16)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$281 (-$13)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$211 (-$10)
Filed 2026-10-16
Blueline Advisors LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$121 (+$67)
Filed 2026-10-15
Hoey Investments, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$112 (-$4)
Filed 2026-10-29
Garde Capital, Inc.
CLOSED
Shares0 from 1,807,800
Change-1,807,800 (-100%)
Value$0 (-$132.7M)
Filed 2026-10-29
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 518,113
Change-518,113 (-100%)
Value$0 (-$38.0M)
Filed 2026-10-21
FDx Advisors, Inc.
CLOSED
Shares0 from 234,490
Change-234,490 (-100%)
Value$0 (-$17.2M)
Filed 2026-11-05
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 221,200
Change-221,200 (-100%)
Value$0 (-$16.2M)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 204,409
Change-204,409 (-100%)
Value$0 (-$15.0M)
Filed 2026-10-16
ALM First Financial Advisors, LLC
CLOSED
Shares0 from 174,200
Change-174,200 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-13
Apex Wealth Management, LLC
CLOSED
Shares0 from 92,063
Change-92,063 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-20
PCG Asset Management, LLC
CLOSED
Shares0 from 39,535
Change-39,535 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-05
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 15,210
Change-15,210 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$917.6K)
Filed 2026-10-16
True Link Financial Advisors, LLC
CLOSED
Shares0 from 9,694
Change-9,694 (-100%)
Value$0 (-$711.6K)
Filed 2026-10-27
Keeler & Nadler Financial Planning & Wealth Management
CLOSED
Shares0 from 9,676
Change-9,676 (-100%)
Value$0 (-$710.3K)
Filed 2026-10-28
Burney Co/
CLOSED
Shares0 from 8,968
Change-8,968 (-100%)
Value$0 (-$658.3K)
Filed 2026-10-15
Flower City Capital
CLOSED
Shares0 from 8,936
Change-8,936 (-100%)
Value$0 (-$656.0K)
Filed 2026-10-15
Verum Partners LLC
CLOSED
Shares0 from 7,344
Change-7,344 (-100%)
Value$0 (-$539.1K)
Filed 2026-10-21
DMC Group, LLC
CLOSED
Shares0 from 7,342
Change-7,342 (-100%)
Value$0 (-$539.0K)
Filed 2026-10-26
Johnson Financial Group, LLC
CLOSED
Shares0 from 6,473
Change-6,473 (-100%)
Value$0 (-$475.2K)
Filed 2026-11-03
Stokes Capital Advisors, LLC
CLOSED
Shares0 from 5,895
Change-5,895 (-100%)
Value$0 (-$432.8K)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 5,724
Change-5,724 (-100%)
Value$0 (-$420.2K)
Filed 2026-10-07
Oarsman Capital, Inc.
CLOSED
Shares0 from 5,673
Change-5,673 (-100%)
Value$0 (-$416.5K)
Filed 2026-11-05
Pacific Wealth Strategies Group, Inc.
CLOSED
Shares0 from 5,231
Change-5,231 (-100%)
Value$0 (-$384.0K)
Filed 2026-11-02
Platform Technology Partners
CLOSED
Shares0 from 4,721
Change-4,721 (-100%)
Value$0 (-$346.6K)
Filed 2026-11-02
Town Capital LLC
CLOSED
Shares0 from 4,713
Change-4,713 (-100%)
Value$0 (-$346.0K)
Filed 2026-11-03
Segment Wealth Management, LLC
CLOSED
Shares0 from 4,704
Change-4,704 (-100%)
Value$0 (-$345.3K)
Filed 2026-10-26
Concord Asset Management, LLC
CLOSED
Shares0 from 4,605
Change-4,605 (-100%)
Value$0 (-$338.1K)
Filed 2026-11-02
Winter & Associates, Inc.
CLOSED
Shares0 from 4,524
Change-4,524 (-100%)
Value$0 (-$332.1K)
Filed 2026-10-23
High Net Worth Advisory Group LLC
CLOSED
Shares0 from 4,282
Change-4,282 (-100%)
Value$0 (-$314.4K)
Filed 2026-10-26
Mallini Complete Financial Planning LLC
CLOSED
Shares0 from 4,226
Change-4,226 (-100%)
Value$0 (-$310.3K)
Filed 2026-10-06
Equita Financial Network, Inc.
CLOSED
Shares0 from 4,075
Change-4,075 (-100%)
Value$0 (-$299.1K)
Filed 2026-10-19
Woodside Wealth Management LLC
CLOSED
Shares0 from 4,020
Change-4,020 (-100%)
Value$0 (-$295.1K)
Filed 2026-10-16
Princeton Global Asset Management LLC
CLOSED
Shares0 from 3,818
Change-3,818 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-21
Intrua Financial, LLC
CLOSED
Shares0 from 3,785
Change-3,785 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 3,720
Change-3,720 (-100%)
Value$0 (-$273.1K)
Filed 2026-10-23
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,561
Change-3,561 (-100%)
Value$0 (-$261.4K)
Filed 2026-11-05
rebel Financial LLC
CLOSED
Shares0 from 3,543
Change-3,543 (-100%)
Value$0 (-$260.1K)
Filed 2026-11-04
Elevatus Welath Management
CLOSED
Shares0 from 3,294
Change-3,294 (-100%)
Value$0 (-$241.8K)
Filed 2026-10-19
Meridian Financial Partners LLC
CLOSED
Shares0 from 3,280
Change-3,280 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-23
Winthrop Advisory Group LLC
CLOSED
Shares0 from 3,036
Change-3,036 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-22
Signet Investment Advisory Group, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-30
Convergence Financial, LLC
CLOSED
Shares0 from 2,994
Change-2,994 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-27
Sherman Wealth Management LLC
CLOSED
Shares0 from 2,978
Change-2,978 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-16
JGP Wealth Management, LLC
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-13
Sunpointe, LLC
CLOSED
Shares0 from 2,878
Change-2,878 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 2,856
Change-2,856 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-13
Harbour Trust & Investment Management Co
CLOSED
Shares0 from 2,812
Change-2,812 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-28
Sensible Money, LLC
CLOSED
Shares0 from 2,799
Change-2,799 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-20
Fortune Financial Group, Inc.
CLOSED
Shares0 from 2,773
Change-2,773 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-22
BankPlus Wealth Management LLC
CLOSED
Shares0 from 2,762
Change-2,762 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-13
RIA Advisory Group LLC
CLOSED
Shares0 from 2,754
Change-2,754 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-15
Ares Financial Consulting, LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$198.9K)
Filed 2026-10-19
Albion Financial Group
CLOSED
Shares0 from 2,516
Change-2,516 (-100%)
Value$0 (-$184.7K)
Filed 2026-10-21
SYM Financial Corp
CLOSED
Shares0 from 2,377
Change-2,377 (-100%)
Value$0 (-$174.5K)
Filed 2026-10-26
Turn8 Private Wealth Inc.
CLOSED
Shares0 from 2,051
Change-2,051 (-100%)
Value$0 (-$150.6K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$102.5K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-16
Toth Financial Advisory Corp
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-08
LifeSteps Financial, Inc.
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$37.1K)
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-28
Creative Capital Management Investments LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares0 from 42
Change-42 (-100%)
Value$22 (-$3.1K)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.2M (+$994.9K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 155,418,110
Change-155,418,110 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 141,274,305
Change-141,274,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 125,882,099
Change-125,882,099 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 62,713,498
Change-62,713,498 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 35,718,154
Change-35,718,154 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,041,837
Change-29,041,837 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 26,751,940
Change-26,751,940 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,163,867
Change-25,163,867 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,078,691
Change-20,078,691 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,768,745
Change-19,768,745 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 18,868,185
Change-18,868,185 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,950,234
Change-17,950,234 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,463,710
Change-14,463,710 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 13,419,869
Change-13,419,869 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,152,216
Change-13,152,216 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 9,969,512
Change-9,969,512 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,585,242
Change-9,585,242 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,221,231
Change-9,221,231 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 8,579,414
Change-8,579,414 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,326,480
Change-8,326,480 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,165,534
Change-7,165,534 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,165,064
Change-7,165,064 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 6,895,140
Change-6,895,140 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,144,662
Change-6,144,662 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,643,726
Change-5,643,726 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,911,062
Change-4,911,062 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,612,354
Change-4,612,354 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,234,558
Change-4,234,558 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,112,113
Change-4,112,113 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,980,436
Change-3,980,436 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,698,455
Change-3,698,455 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,653,264
Change-3,653,264 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,376,508
Change-3,376,508 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,126,377
Change-3,126,377 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,009,938
Change-3,009,938 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,692,692
Change-2,692,692 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,593,332
Change-2,593,332 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,467,039
Change-2,467,039 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 2,415,090
Change-2,415,090 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,407,074
Change-2,407,074 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 2,232,018
Change-2,232,018 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,125,099
Change-2,125,099 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,961,883
Change-1,961,883 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 1,955,898
Change-1,955,898 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,879,506
Change-1,879,506 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,840,209
Change-1,840,209 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,837,435
Change-1,837,435 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,832,708
Change-1,832,708 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 1,747,432
Change-1,747,432 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 1,662,225
Change-1,662,225 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,614,048
Change-1,614,048 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1,478,462
Change-1,478,462 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,478,257
Change-1,478,257 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,475,322
Change-1,475,322 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,469,469
Change-1,469,469 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 1,463,086
Change-1,463,086 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,414,467
Change-1,414,467 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,392,482
Change-1,392,482 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,374,851
Change-1,374,851 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,370,099
Change-1,370,099 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,345,741
Change-1,345,741 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,337,489
Change-1,337,489 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,249,034
Change-1,249,034 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,248,438
Change-1,248,438 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,237,160
Change-1,237,160 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,111,698
Change-1,111,698 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,094,723
Change-1,094,723 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,077,430
Change-1,077,430 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,072,774
Change-1,072,774 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 1,063,064
Change-1,063,064 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,022,639
Change-1,022,639 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 984,185
Change-984,185 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 966,497
Change-966,497 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 963,506
Change-963,506 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 962,703
Change-962,703 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 955,502
Change-955,502 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 941,400
Change-941,400 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 906,985
Change-906,985 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 894,297
Change-894,297 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 887,365
Change-887,365 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 874,427
Change-874,427 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 873,025
Change-873,025 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 854,157
Change-854,157 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 828,442
Change-828,442 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 777,249
Change-777,249 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 767,510
Change-767,510 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 736,243
Change-736,243 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 728,737
Change-728,737 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 714,695
Change-714,695 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 706,151
Change-706,151 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 691,686
Change-691,686 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 671,986
Change-671,986 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 639,190
Change-639,190 (-100%)
Value—
FMR LLC
N/A
Shares— from 638,053
Change-638,053 (-100%)
Value—
Boston Partners
N/A
Shares— from 636,624
Change-636,624 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 627,707
Change-627,707 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 627,291
Change-627,291 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 623,847
Change-623,847 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 618,710
Change-618,710 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 601,332
Change-601,332 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 599,378
Change-599,378 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 590,568
Change-590,568 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 586,671
Change-586,671 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 565,055
Change-565,055 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 547,549
Change-547,549 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 538,277
Change-538,277 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 538,226
Change-538,226 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 530,899
Change-530,899 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 505,910
Change-505,910 (-100%)
Value—
&partners
N/A
Shares— from 504,781
Change-504,781 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 502,593
Change-502,593 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 493,247
Change-493,247 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 487,415
Change-487,415 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 483,724
Change-483,724 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 470,368
Change-470,368 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 465,841
Change-465,841 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 457,950
Change-457,950 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 457,391
Change-457,391 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 453,903
Change-453,903 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 441,817
Change-441,817 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 430,838
Change-430,838 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 429,826
Change-429,826 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 423,082
Change-423,082 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 417,650
Change-417,650 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 414,729
Change-414,729 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 413,600
Change-413,600 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 409,324
Change-409,324 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 406,889
Change-406,889 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 406,571
Change-406,571 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 402,374
Change-402,374 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 393,714
Change-393,714 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 392,020
Change-392,020 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 380,234
Change-380,234 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 370,500
Change-370,500 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 368,742
Change-368,742 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 362,403
Change-362,403 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 362,035
Change-362,035 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 360,195
Change-360,195 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 358,094
Change-358,094 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 353,297
Change-353,297 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 338,844
Change-338,844 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 332,443
Change-332,443 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 330,596
Change-330,596 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 328,328
Change-328,328 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 323,400
Change-323,400 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 322,625
Change-322,625 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 320,418
Change-320,418 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 319,340
Change-319,340 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 316,382
Change-316,382 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 313,487
Change-313,487 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 310,641
Change-310,641 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 308,855
Change-308,855 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 307,472
Change-307,472 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 304,235
Change-304,235 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 298,538
Change-298,538 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 293,579
Change-293,579 (-100%)
Value—
Rogco, LP
N/A
Shares— from 288,292
Change-288,292 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 282,821
Change-282,821 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 280,609
Change-280,609 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 274,878
Change-274,878 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 271,946
Change-271,946 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 267,603
Change-267,603 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 267,285
Change-267,285 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 267,227
Change-267,227 (-100%)
Value—
Barclays PLC
N/A
Shares— from 265,658
Change-265,658 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 262,550
Change-262,550 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 262,475
Change-262,475 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 261,716
Change-261,716 (-100%)
Value—
FIL Ltd
N/A
Shares— from 254,814
Change-254,814 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 254,300
Change-254,300 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 246,459
Change-246,459 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 241,249
Change-241,249 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 235,653
Change-235,653 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 234,475
Change-234,475 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 233,019
Change-233,019 (-100%)
Value—
Main Management LLC
N/A
Shares— from 229,943
Change-229,943 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 227,764
Change-227,764 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 220,609
Change-220,609 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 217,686
Change-217,686 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 217,500
Change-217,500 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 214,231
Change-214,231 (-100%)
Value—
Nwam LLC
N/A
Shares— from 212,984
Change-212,984 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 208,241
Change-208,241 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 207,154
Change-207,154 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 205,282
Change-205,282 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 205,080
Change-205,080 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 201,124
Change-201,124 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 198,831
Change-198,831 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 198,177
Change-198,177 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 197,154
Change-197,154 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 196,678
Change-196,678 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 195,853
Change-195,853 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 193,753
Change-193,753 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 193,523
Change-193,523 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 192,662
Change-192,662 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 191,612
Change-191,612 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 190,374
Change-190,374 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 190,038
Change-190,038 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 187,009
Change-187,009 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 185,855
Change-185,855 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 181,965
Change-181,965 (-100%)
Value—
Ames National Corp
N/A
Shares— from 178,648
Change-178,648 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 178,253
Change-178,253 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 177,309
Change-177,309 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 170,811
Change-170,811 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 165,886
Change-165,886 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 165,775
Change-165,775 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 164,627
Change-164,627 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 161,270
Change-161,270 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 161,128
Change-161,128 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 156,950
Change-156,950 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 152,292
Change-152,292 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 147,243
Change-147,243 (-100%)
Value—
Commerce Bank
N/A
Shares— from 144,632
Change-144,632 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 144,350
Change-144,350 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 144,200
Change-144,200 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 142,986
Change-142,986 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 142,699
Change-142,699 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 140,788
Change-140,788 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 139,576
Change-139,576 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 138,802
Change-138,802 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 134,952
Change-134,952 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 134,921
Change-134,921 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 132,223
Change-132,223 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 131,165
Change-131,165 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 131,058
Change-131,058 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 130,988
Change-130,988 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 127,524
Change-127,524 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 126,044
Change-126,044 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 125,032
Change-125,032 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 124,835
Change-124,835 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 123,957
Change-123,957 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 123,684
Change-123,684 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 122,288
Change-122,288 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 121,258
Change-121,258 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 117,220
Change-117,220 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 117,143
Change-117,143 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 116,864
Change-116,864 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 116,839
Change-116,839 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 112,679
Change-112,679 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 111,242
Change-111,242 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 109,922
Change-109,922 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 108,164
Change-108,164 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 107,640
Change-107,640 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 106,459
Change-106,459 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 106,353
Change-106,353 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 105,886
Change-105,886 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 105,325
Change-105,325 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 105,132
Change-105,132 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 103,135
Change-103,135 (-100%)
Value—
10Elms LLP
N/A
Shares— from 102,899
Change-102,899 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 102,016
Change-102,016 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 100,312
Change-100,312 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 98,773
Change-98,773 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 97,645
Change-97,645 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 95,511
Change-95,511 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 95,406
Change-95,406 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 94,818
Change-94,818 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 94,753
Change-94,753 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 92,910
Change-92,910 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 90,593
Change-90,593 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 90,171
Change-90,171 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 90,019
Change-90,019 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 89,050
Change-89,050 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 87,872
Change-87,872 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 85,414
Change-85,414 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 84,952
Change-84,952 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 79,845
Change-79,845 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 79,078
Change-79,078 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 78,357
Change-78,357 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 78,285
Change-78,285 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 77,886
Change-77,886 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 77,878
Change-77,878 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 76,583
Change-76,583 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 75,219
Change-75,219 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 73,894
Change-73,894 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 73,365
Change-73,365 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 73,227
Change-73,227 (-100%)
Value—
Toews Corp
N/A
Shares— from 72,000
Change-72,000 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 71,766
Change-71,766 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 71,496
Change-71,496 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 71,062
Change-71,062 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 70,641
Change-70,641 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 70,294
Change-70,294 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 70,095
Change-70,095 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 69,299
Change-69,299 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 67,805
Change-67,805 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 67,590
Change-67,590 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 67,144
Change-67,144 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 66,204
Change-66,204 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 65,977
Change-65,977 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 64,357
Change-64,357 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 60,847
Change-60,847 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 60,476
Change-60,476 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 60,010
Change-60,010 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 59,888
Change-59,888 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 59,293
Change-59,293 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 58,095
Change-58,095 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 57,846
Change-57,846 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 57,369
Change-57,369 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 56,160
Change-56,160 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 55,229
Change-55,229 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 54,397
Change-54,397 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 53,513
Change-53,513 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 51,298
Change-51,298 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 50,810
Change-50,810 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 49,718
Change-49,718 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 48,637
Change-48,637 (-100%)
Value—
Amundi
N/A
Shares— from 48,284
Change-48,284 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 47,804
Change-47,804 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 47,425
Change-47,425 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 47,276
Change-47,276 (-100%)
Value—
Towle & Co
N/A
Shares— from 46,958
Change-46,958 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 46,890
Change-46,890 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 46,672
Change-46,672 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 46,477
Change-46,477 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 45,860
Change-45,860 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 45,385
Change-45,385 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 45,312
Change-45,312 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 45,265
Change-45,265 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 45,082
Change-45,082 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 43,739
Change-43,739 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 43,711
Change-43,711 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 43,426
Change-43,426 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 43,306
Change-43,306 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 43,162
Change-43,162 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 42,930
Change-42,930 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 42,413
Change-42,413 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 41,907
Change-41,907 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 41,764
Change-41,764 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 41,492
Change-41,492 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 40,764
Change-40,764 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 40,450
Change-40,450 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 40,365
Change-40,365 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 40,227
Change-40,227 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 39,995
Change-39,995 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 39,991
Change-39,991 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 39,642
Change-39,642 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 39,231
Change-39,231 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 38,464
Change-38,464 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 37,694
Change-37,694 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 37,437
Change-37,437 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 37,292
Change-37,292 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 36,942
Change-36,942 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 36,860
Change-36,860 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 36,525
Change-36,525 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 36,255
Change-36,255 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,070
Change-36,070 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 35,426
Change-35,426 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 34,907
Change-34,907 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 34,850
Change-34,850 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 34,844
Change-34,844 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 34,576
Change-34,576 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 34,104
Change-34,104 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,314
Change-33,314 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 33,070
Change-33,070 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 32,601
Change-32,601 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 32,468
Change-32,468 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 32,462
Change-32,462 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 31,722
Change-31,722 (-100%)
Value—
American Trust
N/A
Shares— from 31,632
Change-31,632 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 31,103
Change-31,103 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 31,044
Change-31,044 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 31,023
Change-31,023 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,324
Change-30,324 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 29,831
Change-29,831 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 29,824
Change-29,824 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 29,661
Change-29,661 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 29,561
Change-29,561 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 29,522
Change-29,522 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 29,387
Change-29,387 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 29,276
Change-29,276 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 29,112
Change-29,112 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 29,101
Change-29,101 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 29,076
Change-29,076 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 28,906
Change-28,906 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,790
Change-28,790 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 28,701
Change-28,701 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 28,450
Change-28,450 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 28,426
Change-28,426 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 27,695
Change-27,695 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 27,268
Change-27,268 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 26,549
Change-26,549 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 26,492
Change-26,492 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 26,272
Change-26,272 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 25,999
Change-25,999 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 25,740
Change-25,740 (-100%)
Value—
Blair William & Co
N/A
Shares— from 25,602
Change-25,602 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 24,950
Change-24,950 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 24,575
Change-24,575 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 24,267
Change-24,267 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 23,753
Change-23,753 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 23,736
Change-23,736 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 23,580
Change-23,580 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 23,241
Change-23,241 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 23,005
Change-23,005 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 22,920
Change-22,920 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 22,888
Change-22,888 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 22,764
Change-22,764 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 22,723
Change-22,723 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 22,673
Change-22,673 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 22,346
Change-22,346 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 22,043
Change-22,043 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,906
Change-21,906 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 21,582
Change-21,582 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 21,051
Change-21,051 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 20,950
Change-20,950 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 20,920
Change-20,920 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,722
Change-20,722 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,539
Change-20,539 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 20,329
Change-20,329 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 20,140
Change-20,140 (-100%)
Value—
Ketron Financial
N/A
Shares— from 20,029
Change-20,029 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 19,559
Change-19,559 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 19,534
Change-19,534 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 19,331
Change-19,331 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 19,190
Change-19,190 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 18,301
Change-18,301 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 17,613
Change-17,613 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 17,436
Change-17,436 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 16,991
Change-16,991 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 16,858
Change-16,858 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 16,838
Change-16,838 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 16,602
Change-16,602 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,351
Change-16,351 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 15,898
Change-15,898 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 15,662
Change-15,662 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 15,022
Change-15,022 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 14,731
Change-14,731 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,611
Change-14,611 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 14,561
Change-14,561 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 14,344
Change-14,344 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,106
Change-14,106 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 13,962
Change-13,962 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 13,418
Change-13,418 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 13,378
Change-13,378 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 12,952
Change-12,952 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 12,629
Change-12,629 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,489
Change-12,489 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,170
Change-12,170 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 11,878
Change-11,878 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11,278
Change-11,278 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 11,117
Change-11,117 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 11,053
Change-11,053 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 10,655
Change-10,655 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 9,828
Change-9,828 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 9,804
Change-9,804 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,712
Change-9,712 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 9,651
Change-9,651 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 9,499
Change-9,499 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 9,132
Change-9,132 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,019
Change-9,019 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,948
Change-8,948 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 8,916
Change-8,916 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 8,779
Change-8,779 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 8,063
Change-8,063 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,784
Change-7,784 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,778
Change-6,778 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 6,733
Change-6,733 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Bank OZK
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 892
Change-892 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 890
Change-890 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 855
Change-855 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 844
Change-844 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 798
Change-798 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 616
Change-616 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 484
Change-484 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 453
Change-453 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 441
Change-441 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 437
Change-437 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 418
Change-418 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 405
Change-405 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 368
Change-368 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 357
Change-357 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 241
Change-241 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 206
Change-206 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 175
Change-175 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 173
Change-173 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 136
Change-136 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 81
Change-81 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 48
Change-48 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 35
Change-35 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 6
Change-6 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Heritage Wealth Advisors
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED139,477,714130,673,715+8,803,999+7%$9.6B$9.8B+$191.6M2026-11-02
Facet Wealth, Inc.
INCREASED10,275,1318,177,967+2,097,164+26%$600.3M$720.8M+$120.5M2026-11-04
Mastercard Foundation Asset Management Corp
UNCHANGED8,862,9058,862,90500%$650.6M$621.7M-$28.9M2026-10-28
Retirement Systems of Alabama
INCREASED7,744,6463,226,351+4,518,295+140%$236.8M$543.3M+$306.4M2026-11-04
Assetmark, Inc
INCREASED7,696,9577,251,116+445,841+6%$532.3M$539.9M+$7.6M2026-10-21
Armstrong Advisory Group, Inc
INCREASED2,989,249869,739+2,119,510+244%$63.8M$209.7M+$145.8M2026-10-09
Stairway Partners, LLC
INCREASED2,915,0522,862,133+52,919+2%$210.1M$204.5M-$5.6M2026-10-02
Cambridge Investment Research Advisors, Inc.
INCREASED2,784,9352,739,306+45,629+2%$201.1M$195.4K-$200.9M2026-11-02
Truist Financial Corp
DECREASED2,737,9612,852,440-114,479-4%$209.4M$192.1M-$17.3M2026-10-30
Choreo, LLC
INCREASED2,665,7802,662,171+3,609+0%$195.4M$187.0M-$8.4M2026-10-28
Foster Group, Inc.
INCREASED2,633,3272,547,996+85,331+3%$187.0M$184.7M-$2.3M2026-10-13
Ritholtz Wealth Management
INCREASED2,580,8982,225,187+355,711+16%$163.4M$181.0M+$17.7M2026-11-05
Oakworth Capital, Inc.
INCREASED2,415,6282,353,787+61,841+3%$172.4M$169.5M-$2.9M2026-10-26
Apella Capital, LLC
INCREASED2,002,6101,820,993+181,617+10%$132.7M$140.2M+$7.5M2026-10-08
Patriot Investment Management Group, Inc.
DECREASED1,930,4441,945,569-15,125-1%$142.8M$135.4M-$7.4M2026-10-15
Verus Financial Partners, Inc.
DECREASED1,790,5401,829,288-38,748-2%$134.3M$125.6M-$8.7M2026-10-29
AMG National Trust Bank
INCREASED1,647,5941,539,023+108,571+7%$113.0M$115.6M+$2.6M2026-11-05
Charles Schwab Trust Co
INCREASED1,614,434656,583+957,851+146%$48.2M$113.3M+$65.1M2026-10-15
CoreCap Advisors, LLC
INCREASED1,535,9281,396,781+139,147+10%$102.5M$107.7M+$5.2M2026-10-08
Kestra Advisory Services, LLC
INCREASED1,486,5461,354,712+131,834+10%$99.4M$104.3M+$4.8M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED1,439,2511,443,141-3,8900%$105.9M$101.0M-$5.0M2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED1,424,3451,380,938+43,407+3%$101.4M$99.9M-$1.5M2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED1,411,8721,369,628+42,244+3%$100.5M$99.0M-$1.5M2026-11-04
Fifth Third Bancorp
INCREASED1,340,3231,107,699+232,624+21%$81.3M$94.0M+$12.7M2026-11-05
Neos Investment Management LLC
INCREASED1,339,5811,228,471+111,110+9%$89.9M$93.6M+$3.8M2026-11-04
Commonwealth Equity Services, LLC
DECREASED1,272,4041,838,594-566,190-31%$135.0M$89.3M-$45.7M2026-11-02
Bank of New York Mellon Corp
INCREASED1,211,154974,687+236,467+24%$71.6M$85.0M+$13.4M2026-11-05
US Bancorp \de\
INCREASED1,207,8541,053,832+154,022+15%$77.4M$84.7M+$7.4M2026-11-05
Burrus Financial Services, Inc.
INCREASED1,134,7251,085,432+49,293+5%$79.7M$79.6M-$80.2K2026-10-22
Trust Co
INCREASED1,118,579980,793+137,786+14%$72.0M$78.5M+$6.5M2026-10-09
Constellation Investments, Inc.
DECREASED1,071,0031,100,000-28,997-3%$80.8M$75.1M-$5.6M2026-10-28
Rational Advisors, Inc.
INCREASED1,025,102990,343+34,759+4%$72.7M$71.9M-$790.2K2026-11-02
Brookstone Capital Management
INCREASED1,019,190223,706+795,484+356%$16.4M$71.5M+$55.1M2026-10-22
Trilogy Capital Inc.
INCREASED972,077819,832+152,245+19%$60.2M$68.2M+$8.0M2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED934,8261,171,875-237,049-20%$84.0M$64.4M-$19.6M2026-10-13
Symmetry Partners, LLC
INCREASED925,197893,966+31,231+3%$65.6M$64.9M-$723.5K2026-10-27
Soltis Investment Advisors LLC
INCREASED914,216870,986+43,230+5%$63.9M$64.1M+$193.1K2026-10-28
Twele Capital Management, Inc.
INCREASED845,628806,604+39,024+5%$59.2M$59.3M+$108.0K2026-10-13
GuidedMoney, LLC
INCREASED841,624774,038+67,586+9%$56.8M$59.0M+$2.2M2026-10-29
Farmers & Merchants Investments Inc
INCREASED826,668813,345+13,323+2%$59.7M$58.0M-$1.7M2026-10-22
Cambridge Advisors Inc.
INCREASED821,752805,700+16,052+2%$59.1M$57.6M-$1.5M2026-10-19
Eagle Rock Investment Company, LLC
INCREASED789,710787,691+2,019+0%$57.8M$55.4M-$2.4M2026-10-21
TSG Advice Partners, LLC
NEW782,792—+782,792——$57.5M—2026-10-29
Newton One Investments LLC
INCREASED781,829756,795+25,034+3%$55.6M$54.8M-$711.0K2026-10-14
Bluestem Financial Advisors, LLC
DECREASED774,981814,283-39,302-5%$59.8M$54.4M-$5.4M2026-10-20
Farther Finance Advisors, LLC
INCREASED763,071714,515+48,556+7%$52.5M$53.5M+$1.1M2026-10-08
Lockheed Martin Investment Management Co
UNCHANGED747,000747,00000%$54.8M$52.4M-$2.4M2026-11-04
West Financial Advisors, LLC
DECREASED744,834812,403-67,569-8%$59.6M$52.3M-$7.4M2026-10-22
SimpliFi, Inc.
INCREASED711,787702,115+9,672+1%$51.5M$49.9M-$1.6M2026-10-28
Rainey & Randall Wealth Advisors Inc.
DECREASED696,957709,541-12,584-2%$52.1M$48.9M-$3.2M2026-10-26
Tectonic Advisors LLC
INCREASED679,950620,482+59,468+10%$45.5M$47.7M+$2.1M2026-10-22
Compound Planning, Inc.
INCREASED678,017641,444+36,573+6%$47.1M$47.6M+$474.5K2026-11-05
Steele Capital Management, Inc.
DECREASED660,561676,531-15,970-2%$49.7M$46.3M-$3.3M2026-11-02
Gridiron Partners, LLC
UNCHANGED660,080660,08000%$48.3M$46.3M-$2.0M2026-10-08
Amicus Financial Advisors, LLC
DECREASED648,351656,466-8,115-1%$48.2M$45.5M-$2.7M2026-11-03
Essential Planning, Llc.
DECREASED648,215676,966-28,751-4%$49.7M$45.5M-$4.2M2026-10-21
Legacy Private Trust Co.
DECREASED645,234792,562-147,328-19%$58.2M$45.3M-$12.9M2026-10-06
Allen Investment Management, LLC
INCREASED626,9014,068+622,833+15311%$298.6K$44.0M+$43.7M2026-11-03
First Premier Bank
INCREASED623,633566,747+56,886+10%$41.6K$43.7K+$2.1K2026-10-13
Pacific Capital Wealth Advisors, Inc.
DECREASED600,0341,202,506-602,472-50%$88.3M$42.1M-$46.2M2026-10-22
Avior Wealth Management, LLC
INCREASED597,436595,336+2,100+0%$43.7M$41.9M-$1.8M2026-10-13
Stordahl Capital Management, Inc.
INCREASED590,064554,128+35,936+6%$40.7M$41.4M+$714.4K2026-10-22
Vise Technologies, Inc.
INCREASED588,274438,498+149,776+34%$32.2M$41.3M+$9.1M2026-10-29
Greenspring Advisors, LLC
INCREASED587,360284,544+302,816+106%$20.9M$41.2M+$20.3M2026-11-05
Tenon Financial LLC
INCREASED586,750543,763+42,987+8%$39.9M$41.2M+$1.2M2026-10-14
Financial Management Professionals, Inc.
INCREASED584,043571,537+12,506+2%$42.0M$41.0M-$988.2K2026-10-23
Aspiriant, LLC
INCREASED578,986546,151+32,835+6%$40.1M$40.6M+$521.7K2026-10-16
Tompkins Financial Corp
DECREASED559,484577,490-18,006-3%$42.4M$39.2M-$3.1M2026-10-05
Level Wealth Management LLC
DECREASED540,656565,823-25,167-4%$41.5M$37.9M-$3.6M2026-10-23
Acropolis Investment Management, LLC
DECREASED527,846636,090-108,244-17%$46.7M$37.0M-$9.7M2026-10-08
Capital Asset Advisory Services LLC
DECREASED527,531531,709-4,178-1%$39.0M$37.6M-$1.4M2026-10-30
RFG Advisory, LLC
INCREASED514,384463,090+51,294+11%$34.0M$36.1M+$2.1M2026-11-03
Riversedge Advisors, LLC
DECREASED510,243567,270-57,027-10%$41.6M$35.8M-$5.8M2026-10-09
Kwmg, LLC
INCREASED502,520459,001+43,519+9%$33.7M$35.3M+$1.6M2026-10-07
Index Fund Advisors, Inc.
DECREASED500,569519,959-19,390-4%$38.2M$35.1M-$3.1M2026-11-05
BIP Wealth, LLC
INCREASED494,667479,975+14,692+3%$35.2M$34.7M-$534.0K2026-10-22
KRM Wealth Management L.L.C.
INCREASED465,635434,192+31,443+7%$31.9M$32.7M+$790.2K2026-11-02
Pinnacle Associates LTD
INCREASED461,905450,510+11,395+3%$33.1M$32.4M-$669.3K2026-10-20
Ameraudi Asset Management, Inc.
INCREASED456,726403,748+52,978+13%$29.6M$32.0M+$2.4M2026-11-05
Global Wealth Strategies & Associates
INCREASED456,472446,933+9,539+2%$32.8M$32.0M-$787.8K2026-10-02
Sound Stewardship, LLC
DECREASED453,448458,601-5,153-1%$33.7M$31.8M-$1.9M2026-10-14
True Freedom Investing, LLC
INCREASED452,574422,886+29,688+7%$31.1M$31.7M+$606.8K2026-10-29
Visionary Wealth Advisors
INCREASED449,344431,049+18,295+4%$31.6M$31.5M-$121.9K2026-11-04
Gibson Wealth Advisors LLC
INCREASED445,156429,773+15,383+4%$31.6M$31.2M-$336.4K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED436,583419,060+17,523+4%$30.8M$30.6M-$136.9K2026-10-13
Pinkerton Wealth, LLC
INCREASED435,967406,923+29,044+7%$30.0M$30.6M+$617.3K2026-10-29
Wesbanco Bank Inc
INCREASED420,872416,107+4,765+1%$30.5M$29.5M-$1.0M2026-11-04
Prospera Capital Management, LLC
INCREASED416,518308,037+108,481+35%$22.5M$29.2M+$6.6M2026-10-19
Stone Loft Wealth Management LLC
INCREASED415,397317,638+97,759+31%$23.1M$29.1M+$6.0M2026-11-03
Bare Financial Services, Inc
DECREASED413,813498,411-84,598-17%$36.6M$29.0M-$7.6M2026-11-04
Aletheian Wealth Advisors LLC
INCREASED400,937355,334+45,603+13%$26.1M$28.1M+$2.0M2026-10-08
G2 Capital Management, LLC / OH
INCREASED396,320390,575+5,745+1%$28.7M$27.8M-$870.2K2026-10-23
Fonville Wealth Management LLC
INCREASED394,629358,565+36,064+10%$26.3M$27.7M+$1.4M2026-10-28
Signaturefd, LLC
INCREASED387,906116,417+271,489+233%$8.5M$27.2M+$18.7M2026-10-23
Sightline Wealth Advisors, LLC
DECREASED386,573395,782-9,209-2%$29.1M$27.1M-$1.9M2026-10-21
Wealth Analytics Partners, LLC
INCREASED385,881348,871+37,010+11%$25.4M$27.1M+$1.7M2026-10-19
White Lighthouse Investment Management Inc.
DECREASED384,814394,254-9,440-2%$28.9M$27.0M-$1.9M2026-10-21
Fifth Third Securities, Inc.
INCREASED384,100374,811+9,289+2%$27.5M$26.9M-$570.3K2026-10-21
Greenbush Financial Group, LLC
INCREASED367,067349,889+17,178+5%$25.7M$25.7M+$64.4K2026-10-15
Atria Investments, Inc
INCREASED366,261347,678+18,583+5%$25.5M$25.7M+$170.2K2026-10-15
McNaughton Wealth Management, LLC
INCREASED363,202337,236+25,966+8%$24.8M$25.5M+$722.1K2026-10-09
D.A. Davidson & Co.
INCREASED362,634355,826+6,808+2%$26.1M$25.4M-$682.4K2026-10-28
Golden Bell Financial Planning LLC
INCREASED358,463343,092+15,371+4%$25.2M$25.1M-$40.2K2026-11-02
New Jersey Better Educational Savings Trust
UNCHANGED354,594354,59400%$26.0M$24.9M-$1.2M2026-11-02
Hobart Private Capital, LLC
INCREASED353,020350,744+2,276+1%$25.7M$24.8M-$983.8K2026-10-19
Prudent Man Advisors, LLC
INCREASED348,228347,148+1,080+0%$25.5M$24.4M-$1.1M2026-11-03
Five Pine Wealth Management
INCREASED345,213333,233+11,980+4%$24.5M$24.2M-$245.9K2026-10-20
Sard Wealth Management Group, LLC
NEW342,356—+342,356——$24.0M—2026-10-16
Altura Wealth Advisors Inc.
INCREASED339,953298,902+41,051+14%$21.9M$23.8M+$1.9M2026-10-22
Great Waters Wealth Management
DECREASED332,202393,030-60,828-15%$28.9M$23.3M-$5.5M2026-10-07
Veery Capital, LLC
INCREASED319,730300,556+19,174+6%$22.1M$22.4M+$365.2K2026-10-07
PDS Planning, Inc
INCREASED318,561230,885+87,676+38%$16.9M$22.3M+$5.4M2026-11-03
Vigilare Wealth Management
INCREASED314,26424,189+290,075+1199%$1.8M$22.0M+$20.3M2026-10-29
Atmos Advisory, LLC
INCREASED311,901309,440+2,461+1%$22.7M$21.9M-$836.1K2026-10-06
Luminvest Wealth Management LLC
DECREASED311,275378,971-67,696-18%$27.8M$21.8M-$6.0M2026-10-14
Meridian Wealth Management, LLC
INCREASED304,688291,941+12,747+4%$21.4M$21.4M-$57.5K2026-11-05
IFP Advisors, Inc
INCREASED293,039215,008+78,031+36%$15.8M$20.6M+$4.8M2026-10-16
WBH Advisory Inc
DECREASED292,750312,358-19,608-6%$22.9M$20.5M-$2.4M2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED288,277288,437-1600%$21.2M$20.2M-$951.5K2026-10-15
PFG Advisors
INCREASED287,761271,867+15,894+6%$20.0M$20.2M+$228.8K2026-10-16
Vannoy Advisory Group, Inc.
INCREASED282,900277,591+5,309+2%$20.4M$19.8M-$532.6K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED280,059267,770+12,289+5%$19.7M$19.6M-$10.9K2026-10-23
Lexington Hill Partners, LLC
INCREASED279,647268,796+10,851+4%$19.7M$19.6M-$115.0K2026-10-13
HUB Investment Partners, LLC
INCREASED275,495265,443+10,052+4%$19.5M$19.3M-$160.2K2026-11-03
Citigroup Inc
INCREASED275,413268,034+7,379+3%$19.7M$19.3M-$356.1K2026-11-04
Modera Wealth Management, LLC
INCREASED272,668265,543+7,125+3%$19.5M$19.1M-$365.9K2026-10-28
Financial Architects, LLC
DECREASED271,710275,663-3,953-1%$20.2M$19.1M-$1.2M2026-10-13
Courage Miller Partners, LLC
INCREASED268,895262,115+6,780+3%$19.2M$18.9M-$378.9K2026-10-21
Bfsg, LLC
INCREASED267,097262,844+4,253+2%$19.3M$18.7M-$558.5K2026-10-30
Attessa Capital LLC
INCREASED264,870234,450+30,420+13%$17.2M$18.6M+$1.4M2026-10-09
Associated Banc-Corp
INCREASED264,003215,402+48,601+23%$15.8M$18.5M+$2.7M2026-10-30
Asset Management One Co., Ltd.
INCREASED262,190244,950+17,240+7%$18.0M$18.4M+$410.8K2026-10-27
Acorn Wealth Advisors, LLC
DECREASED261,438267,556-6,118-2%$19.6M$18.3M-$1.3M2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED259,729155,905+103,824+67%$11.4M$18.2M+$6.8M2026-10-16
JFS Wealth Advisors, LLC
DECREASED259,333268,922-9,589-4%$19.7M$18.2M-$1.5M2026-11-03
Rinkey Investments
INCREASED256,014233,157+22,857+10%$17.1M$18.0M+$843.3K2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED254,858255,361-5030%$18.7M$17.9M-$867.7K2026-10-08
VestGen Advisors, LLC
DECREASED254,784263,650-8,866-3%$19.4M$17.9M-$1.5M2026-10-27
Rebalance, LLC
INCREASED254,536248,432+6,104+2%$18.2M$17.9M-$381.7K2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED250,274197,879+52,395+26%$14.5M$17.6M+$3.0M2026-11-03
Cornerstone National Bank & Trust Co
INCREASED240,678171,441+69,237+40%$12.5M$16.9M+$4.3M2026-10-20
KFG LLC
NEW239,653—+239,653——$16.8M—2026-11-02
Focused Wealth Management, Inc
INCREASED239,605221,292+18,313+8%$16.2M$16.8M+$563.3K2026-10-30
Whelan Financial
INCREASED238,263223,927+14,336+6%$16.4M$16.7M+$275.6K2026-10-28
Dynamic Wealth Strategies, LLC
INCREASED231,416226,547+4,869+2%$16.6M$16.2M-$397.0K2026-10-16
Ashford Advisors, LLC
DECREASED230,544248,417-17,873-7%$18.2M$16.2M-$2.1M2026-11-02
Mather Group, Llc.
INCREASED229,996206,866+23,130+11%$15.2M$16.1M+$948.1K2026-10-14
Wrenne Financial Planning LLC
INCREASED226,494224,108+2,386+1%$16.5M$15.9M-$563.2K2026-10-30
Independent Financial Group, LLC
INCREASED222,548204,210+18,338+9%$15.0M$15.6M+$620.7K2026-10-13
CFS Investment Advisory Services, LLC
INCREASED222,340186,946+35,394+19%$13.7M$15.6M+$1.9M2026-10-19
Sage Rhino Capital LLC
DECREASED221,107222,029-9220%$16.3M$15.5M-$788.5K2026-10-28
Capital Investment Advisors, LLC
INCREASED220,401207,204+13,197+6%$15.2M$15.5M+$250.4K2026-10-22
Focus Wealth Advisors, LLC
INCREASED219,472216,748+2,724+1%$15.9M$15.4M-$515.5K2026-10-14
Perigon Wealth Management, LLC
INCREASED218,730160,107+58,623+37%$11.8M$15.3M+$3.6M2026-10-22
Arbor Investment Advisors, LLC
DECREASED214,738229,734-14,996-7%$16.9M$15.1M-$1.8M2026-10-26
Brindle & Bay Financial Advisors, LLC
INCREASED214,68690,296+124,390+138%$6.6M$15.1M+$8.4M2026-10-15
Trellis Wealth Advisors LLC
INCREASED214,355202,849+11,506+6%$14.9M$15.0M+$145.8K2026-10-19
LCW Services, LLC
INCREASED213,840200,427+13,413+7%$14.7M$15.0M+$287.5K2026-10-21
SBI Securities Co., Ltd.
DECREASED213,400219,377-5,977-3%$16.1M$15.0M-$1.1M2026-10-22
Signal Advisors Wealth, LLC
INCREASED212,531193,593+18,938+10%$14.2M$14.9M+$697.4K2026-10-13
Cyr Financial Inc.
INCREASED210,796194,830+15,966+8%$14.3M$14.8M+$484.9K2026-10-16
Regent Peak Wealth Advisors LLC
DECREASED209,008209,469-4610%$15.4M$14.7M-$715.2K2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED206,906121,848+85,058+70%$8.9M$14.5M+$5.6M2026-10-27
Dorval Corp
INCREASED205,584200,239+5,345+3%$14.7M$14.4M-$277.8K2026-10-29
Lido Advisors, LLC
INCREASED198,187197,919+268+0%$14.5M$13.9M-$626.4K2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED195,316191,011+4,305+2%$14.0M$13.7M-$320.7K2026-10-30
Brooklyn FI, LLC
INCREASED192,383159,442+32,941+21%$11.5M$13.8M+$2.2M2026-11-05
Root Financial Partners, LLC
INCREASED191,521171,731+19,790+12%$12.6M$13.4M+$828.4K2026-10-21
DSG Capital Advisors, LLC
DECREASED190,532197,445-6,913-3%$14.4M$13.4M-$988.4K2026-11-05
SAX Wealth Advisors, LLC
DECREASED186,173403,515-217,342-54%$29.7M$13.1M-$16.7M2026-10-13
Oceanside Advisors LLC
INCREASED180,541156,924+23,617+15%$11.5M$12.7M+$1.1M2026-11-03
Powers Advisory Group, LLC
INCREASED180,070163,579+16,491+10%$12.0M$12.6M+$623.6K2026-10-14
Main Line Retirement Advisors, LLC
INCREASED175,124161,344+13,780+9%$11.8M$12.3M+$440.7K2026-10-14
Park Avenue Securities LLC
INCREASED173,975159,629+14,346+9%$11.7M$12.2K-$11.7M2026-10-26
Diversify Advisory Services, LLC
DECREASED172,914178,765-5,851-3%$13.0M$12.2M-$709.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED172,914178,765-5,851-3%$13.0M$12.2M-$709.2K2026-10-20
TD Private Client Wealth LLC
INCREASED170,660161,225+9,435+6%$11.8M$12.0M+$136.3K2026-10-28
LVW Advisors, LLC
DECREASED170,133204,376-34,243-17%$15.0M$11.9M-$3.1M2026-10-19
Concurrent Investment Advisors, LLC
INCREASED169,476131,729+37,747+29%$9.7M$11.9M+$2.2M2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
NEW169,200—+169,200——$11.9M—2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED167,397172,637-5,240-3%$12.7M$11.7M-$930.4K2026-10-20
Meritas Wealth Management, LLC
INCREASED166,715131,333+35,382+27%$9.6M$11.7M+$2.1M2026-10-14
Zeit Capital LLC
INCREASED165,331164,501+830+1%$12.1M$11.6M-$478.0K2026-10-19
Chicago Partners Investment Group LLC
INCREASED164,816154,951+9,865+6%$11.2M$11.7M+$539.7K2026-10-27
First National Trust Co
INCREASED162,103119,999+42,104+35%$8.8M$11.4M+$2.6M2026-10-28
NewCorp Financial Services, Inc.
DECREASED160,654175,099-14,445-8%$12.9M$11.3M-$1.6M2026-10-14
Souders Financial Advisors
DECREASED159,873162,869-2,996-2%$12.0M$11.2M-$741.1K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED159,323164,403-5,080-3%$12.1M$11.2M-$892.3K2026-11-04
BancFirst Trust & Investment Management
UNCHANGED158,620158,62000%$11.7M$11.1M-$552.0K2026-10-30
Values Added Financial LLC
DECREASED156,286168,548-12,262-7%$12.4M$11.0M-$1.4M2026-10-28
EverSource Wealth Advisors, LLC
INCREASED154,135131,163+22,972+18%$9.6M$10.8M+$1.2M2026-11-04
Simon Quick Advisors, LLC
INCREASED153,902113,715+40,187+35%$8.3M$10.8M+$2.4M2026-10-26
HB Wealth Management, LLC
INCREASED152,770144,025+8,745+6%$10.6M$10.7M+$143.9K2026-10-23
Verdence Capital Advisors LLC
INCREASED151,25313,199+138,054+1046%$969.0K$10.6M+$9.6M2026-10-26
Fidelis iM, LLC
DECREASED150,984211,419-60,435-29%$15.5M$10.6M-$4.9M2026-10-16
Gibraltar Capital Management, Inc.
DECREASED150,532152,514-1,982-1%$11.2M$10.6M-$636.2K2026-10-27
Darrow Company, Inc.
INCREASED148,670141,630+7,040+5%$10.4M$10.4M+$32.2K2026-10-22
Platt Investment Counsel, LLC
DECREASED148,151156,616-8,465-5%$11.5M$10.4M-$1.1M2026-10-07
Prospera Financial Services Inc
DECREASED144,585153,723-9,138-6%$11.3M$10.3M-$938.8K2026-11-04
Armor Investment Advisors, LLC
DECREASED144,045150,328-6,283-4%$11.0M$10.1M-$930.8K2026-10-27
Discipline Wealth Solutions, LLC
INCREASED143,674137,185+6,489+5%$10.1M$10.1M+$8.0K2026-10-14
Wiser Wealth Management, Inc
DECREASED143,337169,482-26,145-15%$12.4M$10.1M-$2.4M2026-10-14
McCarthy Asset Management, Inc.
DECREASED143,176146,097-2,921-2%$10.7M$10.0M-$681.2K2026-10-20
Bernzott Capital Advisors
INCREASED142,649128,896+13,753+11%$9.5M$10.0M+$544.6K2026-10-29
Harpswell Capital Advisors, LLC
DECREASED141,662198,611-56,949-29%$14.6M$9.9M-$4.6M2026-10-09
Avantax Planning Partners, Inc.
INCREASED141,65458,857+82,797+141%$4.3M$9.9M+$5.6M2026-11-03
Colony Family Offices, LLC
INCREASED138,830119,984+18,846+16%$8.8M$9.7M+$930.9K2026-10-22
Liberty Capital Management, Inc.
DECREASED138,685143,104-4,419-3%$10.5M$9.7M-$776.5K2026-11-02
Pioneer Wealth Management Group
INCREASED137,94328,615+109,328+382%$2.1M$9.7M+$7.6M2026-10-09
Glenview Trust Co
INCREASED137,438132,556+4,882+4%$9.7M$9.6M-$89.7K2026-10-28
Members Wealth LLC
INCREASED136,892126,500+10,392+8%$9.3M$9.6M+$296.0K2026-10-20
Ryan Investment Management, Inc.
INCREASED136,617134,043+2,574+2%$9.8M$9.6M-$256.4K2026-10-20
Essex LLC
NEW135,497—+135,497——$9.5M—2026-10-14
Phillips Financial Management, LLC
DECREASED135,167145,034-9,867-7%$10.6M$9.5M-$1.2M2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED134,619135,066-4470%$9.9M$9.4M-$471.7K2026-10-13
Wealth Advisory Solutions, LLC
DECREASED133,991134,115-1240%$9.8M$9.4M-$445.9K2026-10-20
Schuylkill Financial LLC
INCREASED132,072127,247+4,825+4%$9.3M$9.3M-$76.3K2026-10-21
TD Waterhouse Canada Inc.
DECREASED130,925131,195-2700%$9.6M$9.2M-$406.6K2026-10-16
Commonwealth Retirement Investments LLC
INCREASED130,818116,970+13,848+12%$8.6M$9.2M+$590.1K2026-10-26
Trek Financial, LLC
INCREASED130,721121,177+9,544+8%$8.9M$9.2M+$274.5K2026-10-29
Curran Financial Partners, LLC
INCREASED130,584118,753+11,831+10%$8.7M$9.2M+$442.8K2026-11-04
Lebenthal Global Advisors, LLC
INCREASED130,49197,601+32,890+34%$7.2M$9.2M+$2.0M2026-10-28
Thompson Siegel & Walmsley LLC
INCREASED128,911119,603+9,308+8%$8.8M$9.0K-$8.8M2026-11-05
Valeo Financial Advisors, LLC
DECREASED128,827143,321-14,494-10%$7.4M$6.1M-$1.3M2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED127,140187,038-59,898-32%$13.7M$8.9M-$4.8M2026-11-04
Ascent Group, LLC
INCREASED126,84884,524+42,324+50%$6.2M$8.9M+$2.7M2026-10-30
Titleist Asset Management, LLC
INCREASED125,145124,857+288+0%$9.2M$8.8M-$386.8K2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED125,0968,208+116,888+1424%$602.6K$8.8M+$8.2M2026-11-05
Archford Capital Strategies, LLC
INCREASED124,391121,299+3,092+3%$8.9M$8.7M-$178.5K2026-10-19
Intelligent Financial Strategies
DECREASED123,277123,649-3720%$9.1M$8.6M-$429.2K2026-10-16
K2 Financial Inc.
INCREASED120,921110,491+10,430+9%$8.1M$8.5M+$413.4K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED120,812118,010+2,802+2%$8.7M$8.5M-$188.1K2026-10-26
JIM Saulnier & Associates, LLC
INCREASED119,501113,001+6,500+6%$8.3M$8.4M+$87.6K2026-11-04
StoneX Group Inc.
DECREASED117,281117,814-5330%$8.6M$8.2M-$419.9K2026-11-03
New Covenant Trust Company, N.A.
INCREASED115,306110,932+4,374+4%$8.1M$8.1M-$54.8K2026-10-08
Stephen J. Garry & Associates, LLC
DECREASED114,808146,210-31,402-21%$10.7M$8.1M-$2.7M2026-11-05
L.K. Benson & Company, P.C.
INCREASED114,405110,982+3,423+3%$8.1M$8.0M-$121.7K2026-10-23
Fund Evaluation Group, LLC
DECREASED114,128114,146-180%$8.4M$8.0M-$373.4K2026-11-05
Cynosure Group, LLC
DECREASED113,593141,835-28,242-20%$10.4M$8.0M-$2.4M2026-11-03
City State Bank
DECREASED112,051113,586-1,535-1%$8.3M$7.9M-$478.0K2026-10-20
Prospect Financial Group LLC
DECREASED111,864118,297-6,433-5%$8.7M$7.8M-$836.9K2026-11-05
Private Client Services, LLC
INCREASED111,130103,868+7,262+7%$7.6M$7.8M+$170.8K2026-10-02
Courier Capital LLC
DECREASED111,051116,693-5,642-5%$8.6M$7.8M-$776.2K2026-10-19
First Heartland Consultants, Inc.
INCREASED109,38987,218+22,171+25%$6.4M$7.7M+$1.3M2026-10-08
Triad Wealth Partners, LLC
INCREASED108,900103,030+5,870+6%$7.4M$7.6M+$205.7K2026-10-26
RTD Financial Advisors, Inc.
INCREASED108,153102,066+6,087+6%$7.5M$7.6M+$94.3K2026-10-09
Peak Wealth Management LLC
DECREASED108,010111,436-3,426-3%$8.2M$7.6M-$538.9K2026-10-26
LifeGoal Investments, LLC
DECREASED107,498117,536-10,038-9%$8.6M$7.5M-$1.1M2026-10-09
Manuka Financial, LLC
INCREASED107,06696,894+10,172+11%$7.1M$7.5M+$398.4K2026-10-16
Heritage Wealth Management, Inc.
INCREASED105,59185,762+19,829+23%$6.3M$7.4M+$1.1M2026-10-27
Farrell Financial LLC
INCREASED105,25896,242+9,016+9%$7.1M$7.4M+$318.7K2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED104,257106,399-2,142-2%$7.8M$7.3M-$497.1K2026-10-19
Sowell Financial Services LLC
INCREASED104,075102,811+1,264+1%$7.5M$7.3M-$246.5K2026-10-23
Washington Trust Bank
INCREASED104,01972,087+31,932+44%$5.3M$7.3M+$2.0M2026-11-03
Grove Bank & Trust
DECREASED103,185111,521-8,336-7%$8.2M$7.2M-$948.3K2026-10-08
Reality Financial Planning Services, LLC
INCREASED102,056100,088+1,968+2%$7.3M$7.2M-$188.2K2026-11-03
Matrix Trust Co
INCREASED101,010100,340+670+1%$7.4K$7.1K-$2802026-10-07
Graves Light Lenhart Wealth, Inc.
DECREASED100,889122,146-21,257-17%$9.0M$7.1M-$1.9M2026-10-09
B.O.S.S. Retirement Advisors, LLC
INCREASED100,04884,552+15,496+18%$6.2M$7.0M+$811.4K2026-10-26
GoalFusion Wealth Management, LLC
INCREASED99,46940,108+59,361+148%$2.9M$7.0M+$4.0M2026-10-06
Stonekeep Investments, LLC
INCREASED96,81389,320+7,493+8%$6.6K$6.8M+$6.8M2026-10-15
Vermillion Wealth Management, Inc.
DECREASED96,357319,746-223,389-70%$23.5M$6.8M-$16.7M2026-10-26
TCI Wealth Advisors, Inc.
INCREASED96,22742,523+53,704+126%$3.1M$6.8M+$3.6M2026-10-30
Aurelius Family Office LLC
DECREASED95,21697,708-2,492-3%$7.2M$6.7M-$493.3K2026-10-23
Oppenheimer & Co Inc
INCREASED94,69593,987+708+1%$6.9M$6.6M-$256.7K2026-10-26
Sarasin & Partners LLP
INCREASED94,42661,062+33,364+55%$4.5M$6.6M+$2.1M2026-10-13
Pinnacle Bancorp, Inc.
INCREASED94,25987,680+6,579+8%$6.4M$6.6M+$175.7K2026-10-21
Horizons Wealth Management
NEW93,541—+93,541——$6.6M—2026-10-05
Shade Tree Advisors LLC
INCREASED93,36087,248+6,112+7%$6.4M$6.5M+$144.3K2026-10-22
Clarus Wealth Advisors
INCREASED92,98688,757+4,229+5%$6.5M$6.5M+$76.9K2026-10-13
Womack Financial LLC
INCREASED92,61183,865+8,746+10%$6.2M$6.5M+$340.1K2026-10-14
Breakwater Investment Management
DECREASED92,262116,759-24,497-21%$8.6M$6.5M-$2.1M2026-10-20
Tanager Wealth Management LLP
DECREASED92,152106,623-14,471-14%$7.8M$6.5M-$1.4M2026-10-19
Verus Wealth Management, LLC
DECREASED91,450101,675-10,225-10%$7.5M$6.4M-$1.0M2026-10-13
Marathon Wealth Advisors LLC
INCREASED90,64186,156+4,485+5%$6.3M$6.4M+$33.8K2026-11-04
Single Point Partners, LLC
INCREASED90,63461,893+28,741+46%$4.5M$6.4M+$1.8M2026-10-19
Jacobi Capital Management LLC
DECREASED90,31492,463-2,149-2%$6.8M$6.3M-$452.2K2026-11-05
Inscription Capital, LLC
DECREASED88,238134,409-46,171-34%$9.9M$6.2M-$3.7M2026-11-02
Providence First Trust Co
INCREASED87,46467,297+20,167+30%$4.9M$6.1M+$1.2M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED87,21484,997+2,217+3%$6.2M$6.1M-$121.6K2026-10-30
Fullerton Advisors, LLC
INCREASED86,98979,876+7,113+9%$5.9M$6.1M+$238.6K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED84,64997,307-12,658-13%$7.1M$5.9M-$1.2M2026-11-05
Indivisible Partners
INCREASED83,0333,771+79,262+2102%$276.8K$5.8M+$5.5M2026-10-26
CFG Wealth Management Services, Inc.
DECREASED83,00084,729-1,729-2%$6.6M$5.8M-$741.9K2026-10-21
Trust Co of Vermont
INCREASED82,38277,349+5,033+7%$5.7M$5.8M+$100.9K2026-10-21
Inman Jager Wealth Management, LLC
INCREASED81,59978,723+2,876+4%$5.8M$5.7M-$54.9K2026-11-05
HT Partners LLC
INCREASED81,50781,386+121+0%$6.0M$5.7M-$256.8K2026-10-20
IFS Advisors, LLC
INCREASED81,45379,703+1,750+2%$5.9M$5.7M-$137.1K2026-10-14
Focus Financial Network, Inc.
INCREASED81,01279,602+1,410+2%$5.8M$5.7M-$160.5K2026-10-14
Retirement Planning Group, LLC
DECREASED80,17184,429-4,258-5%$6.2M$5.6M-$573.9K2026-10-19
Davenport & Co LLC
INCREASED78,66145,191+33,470+74%$3.3M$5.5M+$2.2M2026-10-14
Lantern Wealth Advisors, LLC
INCREASED77,96376,676+1,287+2%$5.6M$5.5M-$159.7K2026-10-22
Valpey Financial Services, LLC
INCREASED77,85675,702+2,154+3%$5.6M$5.5M-$95.7K2026-10-30
Retiremitten Financial LLC
NEW77,798—+77,798——$5.5M—2026-11-05
Human Investing LLC
INCREASED77,48172,546+4,935+7%$5.3M$5.4M+$109.7K2026-10-19
Hiley Hunt Wealth Management
DECREASED77,46578,200-735-1%$5.7M$5.4M-$306.5K2026-10-08
SigFig Wealth Management, LLC
DECREASED77,35981,612-4,253-5%$6.0M$5.4M-$588.9K2026-10-07
Graetz Wealth LLC
DECREASED77,07777,561-484-1%$5.7M$5.4M-$286.8K2026-10-27
MGO One Seven LLC
DECREASED76,896218,450-141,554-65%$16.0M$5.4M-$10.6M2026-10-28
Verus Capital Partners, LLC
DECREASED76,87278,453-1,581-2%$5.8M$5.4M-$366.7K2026-11-03
Mechanics Financial Corp
INCREASED75,88175,597+284+0%$5.5M$5.3M-$226.5K2026-11-05
Straight Path Wealth Management
INCREASED73,27564,077+9,198+14%$4.7M$5.1M+$436.3K2026-10-23
Wingate Wealth Advisors, Inc.
DECREASED72,90573,017-1120%$5.4M$5.1M-$245.9K2026-10-26
Charis Legacy Partners, LLC
DECREASED71,11571,353-2380%$5.2M$5.0M-$249.3K2026-10-22
Briggs Wealth Management, Inc
DECREASED69,97692,814-22,838-25%$6.8M$4.9M-$1.9M2026-10-26
Bricktown Capital, LLC
UNCHANGED69,63569,63500%$5.1M$4.9M-$227.0K2026-10-13
Plancorp, LLC
INCREASED69,03435,037+33,997+97%$2.5M$4.9M+$2.4M2026-11-03
United Advisor Group, LLC
INCREASED68,51960,008+8,511+14%$4.4M$4.8M+$401.4K2026-11-03
Sovran Advisors, LLC
DECREASED68,41187,355-18,944-22%$6.3M$4.9M-$1.5M2026-11-02
Motive Wealth Advisors
DECREASED66,90672,136-5,230-7%$5.3M$4.7M-$602.0K2026-10-26
Apollon Wealth Management, LLC
DECREASED66,70578,310-11,605-15%$5.7M$4.7M-$1.1M2026-10-23
M Holdings Securities, Inc.
NEW66,414—+66,414——$4.7K—2026-11-03
Mission Wealth Management, LP
DECREASED66,22499,776-33,552-34%$7.3M$4.6M-$2.7M2026-10-15
MMA Asset Management LLC
DECREASED64,55964,670-1110%$4.7M$4.5M-$218.6K2026-11-02
Chesley Taft & Associates LLC
INCREASED64,32862,518+1,810+3%$4.6M$4.5M-$76.8K2026-10-13
Lifestyle Asset Management, Inc.
NEW64,305—+64,305——$4.5M—2026-10-20
Arta Finance Wealth Management LLC
INCREASED64,02757,251+6,776+12%$4.2M$4.5M+$286.8K2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED63,45262,085+1,367+2%$4.6M$4.5M-$106.5K2026-11-04
Market Street Wealth Management Advisors LLC
DECREASED63,43565,560-2,125-3%$4.8M$4.4M-$362.8K2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED63,04387,321-24,278-28%$6.4M$4.4M-$2.0M2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED62,77862,398+380+1%$4.6M$4.4M-$176.8K2026-10-05
Seros Financial, LLC
INCREASED62,47757,612+4,865+8%$4.2M$4.4M+$153.5K2026-10-21
North Star Investment Management Corp.
DECREASED61,03261,954-922-1%$4.5M$4.3M-$266.6K2026-10-27
Sage Investment Advisers LLC
INCREASED60,40657,207+3,199+6%$4.2M$4.2M+$37.9K2026-10-21
Sunesis Advisors, LLC
INCREASED60,38352,221+8,162+16%$3.8M$4.2M+$402.3K2026-10-26
Fragasso Financial Advisors Inc
DECREASED60,33863,014-2,676-4%$4.6M$4.2M-$388.9K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED60,28260,28200%$4.4M$4.4M$02026-10-28
Ramiah Investment Group
INCREASED59,42157,070+2,351+4%$4.2M$4.2M-$21.1K2026-10-20
Cutler Investment Counsel LLC
INCREASED59,08057,713+1,367+2%$4.2M$4.1M-$92.3K2026-10-28
Sherry Group, Inc.
INCREASED59,03558,624+411+1%$4.3M$4.1M-$179.6K2026-10-09
Daymark Wealth Partners, LLC
DECREASED58,86677,239-18,373-24%$5.7M$4.1M-$1.5M2026-11-04
Leeward Financial Partners, LLC
INCREASED58,80157,230+1,571+3%$4.2M$4.1M-$76.4K2026-10-23
American Financial & TAX Strategies Inc
INCREASED58,48257,668+814+1%$4.2M$4.1M-$130.9K2026-10-16
First Command Advisory Services, Inc.
NEW58,448—+58,448——$4.1M—2026-11-05
Thrivent Financial for Lutherans
DECREASED58,338125,335-66,997-53%$9.2M$4.1K-$9.2M2026-11-05
Financial & Tax Architects, LLC
INCREASED58,12156,277+1,844+3%$4.1M$4.1M-$54.1K2026-10-15
OFS Enterprise LLC
DECREASED58,05558,938-883-1%$4.3M$4.1M-$254.1K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED58,03917,648+40,391+229%$1.3M$4.1M+$2.8M2026-10-22
Bokf, NA
DECREASED58,00059,216-1,216-2%$4.3M$4.1M-$278.3K2026-10-27
City Holding Co
INCREASED57,40247,323+10,079+21%$3.5M$4.0M+$553.2K2026-10-19
Sherman Asset Management, Inc.
INCREASED57,38256,436+946+2%$4.1M$4.0M-$117.6K2026-11-05
Koshinski Asset Management, Inc.
INCREASED57,12855,836+1,292+2%$4.1M$4.0M-$91.3K2026-10-29
Floyd Financial Group LLC
INCREASED57,04556,785+260+0%$4.1M$4.0M-$116.3K2026-10-28
Founders Grove Wealth Partners, LLC
INCREASED56,18545,003+11,182+25%$3.3M$3.9M+$637.7K2026-10-16
Scissortail Wealth Management, LLC
INCREASED55,71154,899+812+1%$4.0M$3.9M-$122.0K2026-11-03
Trust Point Inc.
INCREASED55,25440,988+14,266+35%$3.0M$3.9M+$867.1K2026-10-27
Parallel Advisors, LLC
INCREASED54,40151,636+2,765+5%$3.8M$3.8M+$25.6K2026-11-03
Worth Asset Management, LLC
INCREASED54,00648,200+5,806+12%$3.5M$3.8M+$250.1K2026-10-07
Capital Square, LLC
INCREASED53,84450,812+3,032+6%$3.7M$3.8M+$79.6K2026-10-19
Capital Investment Services of America, Inc.
DECREASED53,59958,298-4,699-8%$4.3M$3.8M-$519.7K2026-11-02
Blue Trust, Inc.
INCREASED53,39651,569+1,827+4%$3.8M$3.7M-$39.9K2026-10-15
Washington Trust Advisors, Inc.
INCREASED52,60448,821+3,783+8%$3.6M$3.7M+$106.2K2026-10-22
Donalies Financial Planning, LLC
INCREASED51,17350,403+770+2%$3.7M$3.6M-$110.3K2026-10-19
Allodium Investment Consultants, LLC
INCREASED50,57345,429+5,144+11%$3.3M$3.5M+$212.8K2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED50,0764,991+45,085+903%$366.4K$3.5M+$3.1M2026-10-13
NYL Investors LLC
INCREASED49,87549,531+344+1%$3.6M$3.5M-$137.3K2026-11-03
Patten Group, Inc.
DECREASED49,35853,177-3,819-7%$3.9M$3.5M-$441.3K2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED49,34750,725-1,378-3%$3.7M$3.5M-$262.0K2026-10-30
Narus Financial Partners, LLC
INCREASED49,23646,908+2,328+5%$3.4M$3.5M+$10.4K2026-10-19
Wealth Architects, LLC
DECREASED49,10049,791-691-1%$3.7M$3.4M-$210.8K2026-11-03
Csenge Advisory Group
INCREASED48,93646,379+2,557+6%$3.4M$3.4M+$28.2K2026-11-04
Stewardship Advisors, LLC
INCREASED48,59546,711+1,884+4%$3.4M$3.4M-$20.1K2026-10-20
Fairway Wealth LLC
INCREASED48,31344,693+3,620+8%$3.3M$3.4M+$108.2K2026-10-30
BCO Wealth Management LLC
DECREASED48,26148,688-427-1%$3.6M$3.4M-$188.7K2026-10-14
Tenret Co LLC
NEW48,208—+48,208——$3.4M—2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED47,83750,518-2,681-5%$3.7M$3.4M-$352.8K2026-11-05
Ridgewood Investments LLC
INCREASED47,65319,916+27,737+139%$1.5M$3.3M+$1.9M2026-10-05
Exchange Bank
INCREASED47,02746,131+896+2%$3.4M$3.3M-$87.5K2026-10-07
Regions Financial Corp
INCREASED46,98534,151+12,834+38%$2.5M$3.3M+$789.0K2026-11-05
Lynx Investment Advisory
DECREASED46,96649,223-2,257-5%$3.6M$3.3M-$318.8K2026-10-27
Guardian Asset Advisors, LLC
INCREASED46,77728,230+18,547+66%$2.1M$3.3M+$1.2M2026-10-16
Schear Investment Advisers, LLC
NEW46,679—+46,679——$3.3M—2026-10-14
Tempo Wealth, LLC
DECREASED46,679122,576-75,897-62%$9.0M$3.3M-$5.7M2026-10-14
Marotta Asset Management
INCREASED46,65340,993+5,660+14%$3.0M$3.3M+$277.8K2026-10-02
Sigma Planning Corp
DECREASED46,41546,829-414-1%$3.4M$3.3M-$167.4K2026-10-23
Bdfs Capital LLC
DECREASED45,87946,424-545-1%$3.4M$3.2M-$189.5K2026-10-14
General Partner, Inc.
UNCHANGED45,84845,84800%$3.4M$3.2M-$149.5K2026-10-05
Three Seasons Wealth, LLC
INCREASED45,69838,661+7,037+18%$2.8M$3.2M+$367.6K2026-11-03
Barden Capital Management, Inc.
INCREASED45,00143,576+1,425+3%$3.2M$3.2M-$42.1K2026-10-09
Silverlake Wealth Management LLC
DECREASED44,23145,120-889-2%$3.3M$3.1M-$209.5K2026-10-21
FAI Advisors, Inc.
INCREASED44,03843,316+722+2%$3.2M$3.1M-$90.6K2026-10-27
Michels Family Financial, LLC
INCREASED43,87640,528+3,348+8%$3.0M$3.1M+$102.7K2026-11-02
TFC Financial Management, Inc.
INCREASED43,73643,338+398+1%$3.2M$3.1M-$113.3K2026-10-26
Thrive Capital Management, LLC
INCREASED43,51031,402+12,108+39%$2.3M$3.1M+$747.0K2026-10-28
Security Financial Services, Inc.
DECREASED43,40543,880-475-1%$3.2M$3.0M-$176.4K2026-10-29
Blueprint Financial Advisors LLC
NEW43,350—+43,350——$3.0M—2026-10-28
Transcendent Capital Group LLC
INCREASED42,80441,280+1,524+4%$3.0M$3.0M-$27.7K2026-10-28
Rossby Financial, LCC
INCREASED42,39538,873+3,522+9%$2.9M$3.0M+$120.3K2026-11-05
David Kennon Inc
DECREASED41,69242,239-547-1%$3.1M$2.9M-$176.1K2026-10-13
Wheelhouse Advisory Group LLC
INCREASED41,58833,649+7,939+24%$2.5M$2.9M+$447.3K2026-10-20
ETF Portfolio Partners, Inc.
DECREASED41,41858,175-16,757-29%$4.3M$2.9M-$1.4M2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED41,38340,983+400+1%$3.0M$2.9M-$105.6K2026-11-02
Frank, Rimerman Advisors LLC
INCREASED40,69040,689+10%$3.0M$2.9M-$132.6K2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED40,23143,416-3,185-7%$3.2M$2.8M-$365.0K2026-10-13
Equity Wealth Partners, LLC
INCREASED40,14027,689+12,451+45%$2.0M$2.8M+$783.2K2026-10-26
Grove Street Fiduciary, LLC
DECREASED39,64546,601-6,956-15%$3.4M$2.8M-$639.9K2026-10-13
Sincerus Advisory, LLC
INCREASED39,20720,780+18,427+89%$1.5M$2.8M+$1.2M2026-10-09
Aegon USA Investment Management, LLC
DECREASED39,15839,665-507-1%$2.9M$2.7M-$164.9K2026-10-30
Squire Investment Management Company, LLC
INCREASED39,08830,892+8,196+27%$2.3M$2.7M+$474.3K2026-11-03
Howard Wealth Management, LLC
DECREASED39,06139,349-288-1%$2.9M$2.7M-$148.5K2026-10-28
Summit Wealth Group LLC / Co
INCREASED38,94011,684+27,256+233%$857.7K$2.7M+$1.9M2026-10-29
Howland Capital Management LLC
INCREASED38,67238,280+392+1%$2.8M$2.7M-$97.3K2026-10-22
RW Investment Management LLC
INCREASED38,32438,301+23+0%$2.8M$2.7M-$123.2K2026-11-03
Victory Financial Group, LLC
DECREASED38,06341,334-3,271-8%$3.0M$2.7M-$364.2K2026-10-27
Align Financial, LLC
DECREASED37,92040,213-2,293-6%$3.0M$2.7M-$292.0K2026-10-16
Prosperity Planning, Inc.
INCREASED37,66534,137+3,528+10%$2.5M$2.6M+$136.2K2026-10-09
First Citizens Bank & Trust Co
INCREASED37,55035,069+2,481+7%$2.6M$2.6M+$59.7K2026-10-14
Sellwood Investment Partners LLC
INCREASED37,19433,779+3,415+10%$2.5M$2.6M+$129.4K2026-11-03
Mountain Pacific Investment Advisers LLC
INCREASED36,91836,164+754+2%$2.7M$2.6M-$65.0K2026-10-29
Centennial Advisors, LLC
INCREASED36,48235,044+1,438+4%$2.6M$2.6M-$13.3K2026-10-21
Independent Wealth Network Inc.
INCREASED36,12032,045+4,075+13%$2.4M$2.5M+$181.4K2026-10-19
Hegarty Advisors, LLC
INCREASED35,98735,099+888+3%$2.6M$2.5M-$52.2K2026-10-20
First Pacific Financial
INCREASED35,74921,557+14,192+66%$1.6M$2.5M+$925.3K2026-10-14
Meitav Investment House LTD
INCREASED35,68627,082+8,604+32%$2.0M$2.5M+$511.0K2026-10-28
Traveka Wealth, LLC
INCREASED35,63633,353+2,283+7%$2.4M$2.5M+$51.4K2026-10-19
Topor & Co. Korea
UNCHANGED35,23935,23900%$2.6M$2.5M-$114.9K2026-10-22
Hohimer Wealth Management, LLC
INCREASED35,20334,590+613+2%$2.5M$2.5M-$69.8K2026-11-04
Armbruster Capital Management, Inc.
NEW34,975—+34,975——$2.5M—2026-10-19
Summit Investment Advisors, Inc.\KS
DECREASED34,63265,845-31,213-47%$4.8M$2.4M-$2.4M2026-11-05
Cumberland Advisors Inc
INCREASED34,53531,980+2,555+8%$2.3M$2.4M+$75.0K2026-10-30
Willow Creek Wealth Management Inc.
INCREASED34,52027,651+6,869+25%$2.0M$2.4M+$391.7K2026-10-26
Joel Adams & Associates, Inc.
INCREASED34,37927,792+6,587+24%$2.0M$2.4M+$371.5K2026-11-02
GEN Financial Management, Inc.
NEW34,181—+34,181——$2.4M—2026-10-13
Diversified Enterprises, LLC
INCREASED33,90828,049+5,859+21%$2.1M$2.4M+$319.6K2026-10-19
Joel Isaacson & Co., LLC
DECREASED33,88934,107-218-1%$2.5M$2.4M-$126.5K2026-11-05
CMG Global Holdings, LLC
DECREASED33,790188,529-154,739-82%$13.8M$2.4M-$11.5M2026-10-14
Websterrogers Financial Advisors, LLC
INCREASED33,50228,940+4,562+16%$2.1M$2.4M+$225.7K2026-11-02
First American Bank
INCREASED33,35915,226+18,133+119%$1.1M$2.3M+$1.2M2026-10-27
Flagstar Securities, Inc
INCREASED33,35532,958+397+1%$2.4M$2.3M-$79.6K2026-10-15
Granite Islands Private Wealth, LLC
NEW33,298—+33,298——$2.3M—2026-10-16
Xcel Wealth Management, LLC
INCREASED33,25519,667+13,588+69%$1.4M$2.3M+$889.1K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED33,24927,545+5,704+21%$2.0M$2.3M+$310.4K2026-10-14
KFA Private Wealth Group, LLC
INCREASED33,13428,354+4,780+17%$2.1M$2.3M+$242.8K2026-10-07
Caldwell Trust Co
INCREASED32,81725,881+6,936+27%$1.9M$2.3M+$402.2K2026-10-30
Tabr Capital Management, LLC
INCREASED32,72531,416+1,309+4%$2.3M$2.3M-$10.6K2026-10-20
Fort Henry Capital, LLC
INCREASED32,34632,178+168+1%$2.4M$2.3M-$93.1K2026-10-22
Fermata Advisors, LLC
NEW32,132—+32,132——$2.3M—2026-10-13
Innovative Wealth Building LLC
INCREASED32,05918,953+13,106+69%$1.4M$2.2M+$857.6K2026-10-14
King Luther Capital Management Corp
DECREASED31,83336,068-4,235-12%$2.6M$2.2M-$414.7K2026-11-05
Nvwm, LLC
DECREASED31,65834,372-2,714-8%$2.5M$2.2M-$302.4K2026-10-14
Grimes & Co Wealth Management, LLC
INCREASED31,44028,764+2,676+9%$2.1M$2.2M+$94.0K2026-10-29
AdvisorNet Financial, Inc
INCREASED31,43628,475+2,961+10%$2.1M$2.2M+$122.7K2026-10-15
Alps Advisors Inc
DECREASED31,411372,601-341,190-92%$27.4M$2.2M-$25.1M2026-11-03
Sloy Dahl & Holst, LLC
INCREASED31,30131,002+299+1%$2.3M$2.2M-$80.0K2026-10-14
Partners Wealth Management, LLC
NEW31,158—+31,158——$2.2M—2026-10-28
Wedbush Securities Inc
INCREASED31,05419,367+11,687+60%$1.4M$2.2K-$1.4M2026-10-22
Bryant Woods Investment Advisors, LLC
INCREASED30,99419,854+11,140+56%$1.5M$2.2M+$716.7K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED30,63736,296-5,659-16%$2.7M$2.1M-$515.2K2026-10-13
Balentine LLC
DECREASED30,37131,086-715-2%$2.3M$2.1M-$151.4K2026-11-03
FC Advisory LLC
DECREASED30,33033,489-3,159-9%$2.5M$2.1M-$330.8K2026-10-05
Triumph Capital Management
DECREASED30,067113,427-83,360-73%$8.3M$2.1M-$6.2M2026-10-14
Gordian Advisors LLC
UNCHANGED29,97629,97600%$2.2M$2.1M-$97.7K2026-10-30
Crusonia Wealth Advisors LLC
INCREASED29,92129,847+74+0%$2.2M$2.1M-$92.1K2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED29,78638,515-8,729-23%$2.8M$2.1M-$737.9K2026-10-29
Reston Wealth Management LLC
DECREASED29,66933,411-3,742-11%$2.5M$2.1M-$371.4K2026-10-29
Evergreen Capital Management LLC
DECREASED29,66031,039-1,379-4%$2.3M$2.1M-$197.9K2026-10-23
Washington Trust Co
INCREASED29,49824,040+5,458+23%$1.8M$2.1M+$304.5K2026-10-22
Compass Ion Advisors, LLC
INCREASED29,49229,188+304+1%$2.1M$2.1M-$73.8K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED29,17421,317+7,857+37%$1.6M$2.0M+$481.7K2026-10-16
Eastern Bank
UNCHANGED29,13829,13800%$2.1M$2.0M-$95.0K2026-10-05
Vontobel Holding Ltd.
UNCHANGED29,05029,05000%$2.1M$2.0M-$94.7K2026-10-16
Foster Victor Wealth Advisors, LLC
INCREASED28,9883,665+25,323+691%$266.4K$2.0M+$1.8M2026-10-21
Shuttleworth & Co
INCREASED28,84727,475+1,372+5%$2.0M$2.0M+$6.7K2026-10-30
Burton Enright Welch
INCREASED28,8077,530+21,277+283%$552.8K$2.0M+$1.5M2026-11-04
Legacy Advisors, LLC
INCREASED28,76117,944+10,817+60%$1.3M$2.0M+$700.3K2026-10-19
PW Nova Financial Services LLC
INCREASED28,6469,746+18,900+194%$715.5K$2.0M+$1.3M2026-10-15
Absolute Capital Management, LLC
INCREASED28,07225,833+2,239+9%$1.9M$2.0M+$72.9K2026-10-16
Blueprint Investment Partners LLC
NEW28,005—+28,005——$2.0M—2026-10-28
Allegiance Financial Group Advisory Services LLC
DECREASED27,71127,989-278-1%$2.1M$1.9M-$110.7K2026-11-02
Gryphon Financial Partners LLC
INCREASED27,66724,872+2,795+11%$1.8M$1.9M+$115.0K2026-11-04
Sidoxia Capital Management, LLC
INCREASED27,65519,070+8,585+45%$1.4M$1.9M+$540.1K2026-10-28
Pacifica Partners Inc.
INCREASED27,4045,124+22,280+435%$374.6K$1.9M+$1.5M2026-10-09
Overbrook Management Corp
INCREASED27,27126,419+852+3%$1.9M$1.9M-$26.4K2026-10-08
NBH Bank
INCREASED27,24623,197+4,049+17%$1.7M$1.9M+$208.4K2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED27,21126,711+500+2%$2.0M$1.9M-$52.3K2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED27,17211,555+15,617+135%$848.3K$1.9M+$1.1M2026-11-03
Garner Asset Management Corp
INCREASED27,08710,966+16,121+147%$805.0K$1.9M+$1.1M2026-10-30
First International Bank of Israel Ltd.
INCREASED27,01625,420+1,596+6%$1.9M$1.9M+$29.1K2026-11-04
Beaumont Financial Advisors, LLC
INCREASED26,98226,758+224+1%$2.0M$1.9M-$71.5K2026-10-22
XY Planning Network, Inc.
INCREASED26,92525,405+1,520+6%$1.9M$1.9M+$23.8K2026-10-14
Hoxton Planning & Management, LLC
INCREASED26,7158,084+18,631+230%$593.4K$1.9M+$1.3M2026-10-15
CWS Financial Advisors, LLC
INCREASED26,68810,416+16,272+156%$764.6K$1.9M+$1.1M2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED26,66922,626+4,043+18%$1.7M$1.9M+$209.9K2026-10-21
RBA Wealth Management, LLC
INCREASED26,44224,910+1,532+6%$1.8M$1.9M+$26.3K2026-10-28
Accurate Wealth Management, LLC
DECREASED26,34527,194-849-3%$2.0M$1.9M-$126.0K2026-10-20
Fagan Associates, Inc.
DECREASED26,18226,521-339-1%$1.9M$1.8M-$110.2K2026-10-13
Boston Standard Wealth Management, LLC
DECREASED26,060554,009-527,949-95%$40.5M$1.8M-$38.7M2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
DECREASED25,99954,804-28,805-53%$4.0M$1.8M-$2.2M2026-10-21
Stage Harbor Financial, LLC
DECREASED25,90227,165-1,263-5%$2.0M$1.8M-$177.2K2026-11-03
Krane Financial Solutions LLC
DECREASED25,81426,012-198-1%$1.9M$1.8M-$98.7K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED25,59015,349+10,241+67%$1.1M$1.8M+$668.4K2026-10-23
Bath Savings Trust Co
DECREASED25,57731,501-5,924-19%$2.3M$1.8M-$518.3K2026-10-07
Midwest Financial Network, LLC
DECREASED25,57251,189-25,617-50%$3.8M$1.8M-$2.0M2026-10-13
Seven Mile Advisory
INCREASED25,27424,624+650+3%$1.8M$1.8M-$34.7K2026-10-22
Navigate Wealth Management, LLC
INCREASED25,17220,758+4,414+21%$1.5M$1.8M+$255.2K2026-10-14
Moneco Advisors, LLC
INCREASED25,14823,478+1,670+7%$1.7M$1.8M+$40.7K2026-11-05
Evensky & Katz LLC
DECREASED25,13925,620-481-2%$1.9M$1.8K-$1.9M2026-10-27
TME Financial, Inc.
INCREASED25,01323,770+1,243+5%$1.7M$1.8M+$9.7K2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED24,74625,411-665-3%$1.9M$1.7M-$129.4K2026-10-13
Eley Financial Management, Inc
DECREASED24,44525,168-723-3%$1.8M$1.7M-$132.7K2026-11-03
Net Worth Advisory Group
DECREASED24,44024,845-405-2%$1.8M$1.7M-$110.9K2026-10-20
CGN Advisors LLC
DECREASED24,43743,966-19,529-44%$3.2M$1.7M-$1.5M2026-10-21
Uptick Partners, LLC
DECREASED24,43226,759-2,327-9%$2.0M$1.7M-$250.5K2026-11-04
Founders Financial Securities LLC
INCREASED24,30720,794+3,513+17%$1.5M$1.7M+$178.6K2026-10-28
Evanson Financial, LLC
INCREASED24,24524,016+229+1%$1.8M$1.7M-$62.2K2026-10-23
Smithbridge Asset Management Inc
UNCHANGED23,98723,98700%$1.8M$1.7M-$78.2K2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED23,96012,549+11,411+91%$921.2K$1.7M+$759.5K2026-10-08
WealthCare Investment Partners, LLC
INCREASED23,91423,911+3+0%$1.8M$1.7M-$77.7K2026-11-05
Integrity Alliance, Llc.
DECREASED23,62826,191-2,563-10%$1.9M$1.7M-$265.2K2026-10-29
Old Peak Finance LLC
INCREASED23,57023,214+356+2%$1.7M$1.7M-$50.7K2026-11-02
Entrust Financial LLC
DECREASED23,39157,225-33,834-59%$4.2M$1.6M-$2.6M2026-11-04
Center For Asset Management LLC
DECREASED23,33248,657-25,325-52%$3.6M$1.6M-$1.9M2026-10-16
Endowment Wealth Management, Inc.
DECREASED23,13525,778-2,643-10%$1.9M$1.6M-$269.5K2026-11-03
Apeiron RIA LLC
INCREASED22,97217,266+5,706+33%$1.3M$1.6M+$342.6K2026-10-08
Redw Wealth LLC
DECREASED22,94828,239-5,291-19%$2.1M$1.6M-$463.2K2026-11-02
Advisory Solutions Group, LLC
DECREASED22,92022,926-60%$1.7M$1.6M-$75.1K2026-10-14
Culbertson A N & Co Inc
DECREASED22,87124,179-1,308-5%$1.8M$1.6M-$170.6K2026-10-21
Westside Investment Management, Inc.
DECREASED22,78624,532-1,746-7%$1.8M$1.6M-$202.6K2026-11-02
Keystone Wealth Services, LLC
INCREASED22,61422,105+509+2%$1.6M$1.6M-$34.5K2026-11-03
Everhart Financial Group, Inc.
DECREASED22,50025,452-2,952-12%$1.9M$1.6M-$290.0K2026-10-08
Wealthcare Advisory Partners LLC
DECREASED22,40627,891-5,485-20%$2.0M$1.6M-$475.7K2026-10-21
Chicago Capital, LLC
INCREASED22,23622,195+41+0%$1.6M$1.6M-$69.5K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED22,18222,450-268-1%$1.6M$1.6M-$92.0K2026-10-16
Saxony Capital Management, LLC
DECREASED22,14144,837-22,696-51%$3.3M$1.6M-$1.7M2026-10-15
Argonautica Private Wealth Management, Inc
INCREASED22,01721,578+439+2%$1.6M$1.5M-$39.5K2026-11-02
Evolution Wealth Advisors, LLC
UNCHANGED21,78021,78000%$1.6M$1.5M-$71.0K2026-11-03
Spire Wealth Management
INCREASED21,71013,597+8,113+60%$998.1K$1.5M+$524.8K2026-10-30
Pacific Asset Management, LLC
INCREASED21,40221,228+174+1%$1.6M$1.5M-$57.0K2026-10-15
LexAurum Advisors, LLC
INCREASED21,37416,347+5,027+31%$1.2M$1.5M+$299.4K2026-10-19
Simplicity Wealth,LLC
INCREASED21,33118,131+3,200+18%$1.3M$1.5M+$165.4K2026-10-23
Burkett Asset Management Ltd
DECREASED21,29521,545-250-1%$1.6M$1.5M-$87.8K2026-10-13
Bell Investment Advisors, Inc
DECREASED21,28124,012-2,731-11%$1.8M$1.5M-$269.8K2026-10-29
DecisionPoint Financial, LLC
INCREASED21,15018,008+3,142+17%$1.3M$1.5M+$166.7K2026-10-27
Ballast Financial Advisors LLC
INCREASED20,95520,870+85+0%$1.5M$1.5M-$62.1K2026-10-26
Wealth Management Nebraska
INCREASED20,78419,469+1,315+7%$1.4M$1.5M+$28.8K2026-10-26
Shakespeare Wealth Management, LLC
INCREASED20,38517,669+2,716+15%$1.3M$1.4M+$132.9K2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED20,35118,107+2,244+12%$1.3M$1.4M+$98.4K2026-10-19
SJS Investment Consulting Inc.
DECREASED20,20620,216-100%$1.5M$1.4M-$66.6K2026-10-26
MBA Advisors LLC
DECREASED20,17120,212-410%$1.5M$1.4M-$68.8K2026-10-29
Carrera Capital Advisors
INCREASED20,01119,471+540+3%$1.4M$1.4M-$25.7K2026-11-03
Claro Advisors Inc.
INCREASED19,9889,715+10,273+106%$713.2K$1.4M+$688.9K2026-11-02
Family Wealth Partners, LLC
DECREASED19,80620,111-305-2%$1.5M$1.4M-$87.0K2026-10-20
Bucket List Wealth Management, LLC
INCREASED19,59519,179+416+2%$1.4M$1.4M-$33.3K2026-10-22
Trinity Wealth Management, LLC
INCREASED19,45418,216+1,238+7%$1.3M$1.4M+$27.5K2026-10-13
Silver Grove Financial Group, Inc.
DECREASED19,24421,525-2,281-11%$1.6M$1.3M-$230.2K2026-11-05
Abound Wealth Management
INCREASED19,03018,406+624+3%$1.4M$1.3M-$16.2K2026-10-26
Ascentis Independent Advisors
INCREASED19,028755+18,273+2420%$55.4K$1.3M+$1.3M2026-11-03
Linscomb Wealth, Inc.
DECREASED18,87622,669-3,793-17%$1.7M$1.3M-$340.0K2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED18,81117,152+1,659+10%$1.3M$1.3M+$60.5K2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED18,75815,250+3,508+23%$1.1M$1.3M+$196.4K2026-10-22
Three Arch Wealth Management LLC
DECREASED18,65621,572-2,916-14%$1.6M$1.3M-$274.9K2026-10-20
PKS Advisory Services, LLC
UNCHANGED18,59218,59200%$1.4M$1.4M$02026-10-26
Traynor Capital Management, Inc.
INCREASED18,58914,229+4,360+31%$1.0M$1.3M+$259.4K2026-10-29
Petersen Hastings Wealth Advisors Inc.
INCREASED18,57418,230+344+2%$1.3M$1.3M-$35.3K2026-10-27
Innealta Capital, LLC
INCREASED18,54312,092+6,451+53%$887.7K$1.3M+$413.1K2026-11-02
Creekside Partners
DECREASED18,49818,590-920%$1.4M$1.3M-$67.1K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED18,37618,195+181+1%$1.3M$1.3M-$34.8K2026-10-13
DecisionMap Wealth Management, LLC
INCREASED18,37215,211+3,161+21%$1.1M$1.3M+$172.2K2026-10-29
Balboa Wealth Partners
DECREASED18,20918,361-152-1%$1.3M$1.3M-$70.5K2026-10-20
Clear Creek Financial Management, LLC
DECREASED18,17921,707-3,528-16%$1.6M$1.3M-$318.3K2026-10-28
Brighton Jones LLC
INCREASED18,17014,920+3,250+22%$1.1M$1.3M+$179.3K2026-11-03
Burns J W & Co Inc
DECREASED18,17020,495-2,325-11%$1.5M$1.3M-$229.9K2026-10-20
Private Trust Co NA
DECREASED17,96920,578-2,609-13%$1.5M$1.3M-$250.1K2026-10-20
William Mack & Associates, Inc.
DECREASED17,96618,540-574-3%$1.4M$1.3M-$100.7K2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED17,86014,037+3,823+27%$1.0M$1.3M+$222.4K2026-10-15
FWG Investments, Llc.
INCREASED17,85312,713+5,140+40%$933.3K$1.3M+$319.1K2026-11-03
HBW Advisory Services LLC
INCREASED17,79015,644+2,146+14%$1.1M$1.2M+$99.5K2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED17,70015,400+2,300+15%$1.1M$1.2M+$111.1K2026-10-29
International Assets Investment Management, LLC
INCREASED17,63817,520+118+1%$1.3M$1.2M-$43.8K2026-11-02
SilverOak Wealth Management LLC
DECREASED17,58118,355-774-4%$1.3M$1.2M-$114.1K2026-10-29
eCIO, Inc.
INCREASED17,55016,890+660+4%$1.2M$1.2M-$11.0K2026-11-02
Creative Financial Designs Inc
INCREASED17,48415,798+1,686+11%$1.2M$1.2M+$66.8K2026-11-04
Ted Buchan & Co
INCREASED17,39515,486+1,909+12%$1.1M$1.2M+$83.4K2026-10-23
Banque Pictet & CIE SA
DECREASED17,38119,426-2,045-11%$1.4M$1.2M-$206.8K2026-10-16
Nations Financial Group Inc,
DECREASED17,36619,570-2,204-11%$1.4M$1.2M-$218.4K2026-11-05
Southland Equity Partners LLC
DECREASED17,20030,140-12,940-43%$2.2M$1.2M-$1.0M2026-10-14
NBT Bank, N.A.
INCREASED17,06915,987+1,082+7%$1.2M$1.2M+$23.8K2026-10-21
Reicon Wealth Advisors, LLC
INCREASED17,00515,005+2,000+13%$1.1M$1.2M+$91.4K2026-11-04
Madrona Financial Services, LLC
DECREASED16,993256,130-239,137-93%$18.8M$1.2M-$17.6M2026-10-23
Wealth Group Ltd
DECREASED16,77217,568-796-5%$1.3M$1.2M-$116.6K2026-10-07
Swmg, LLC
INCREASED16,71915,867+852+5%$1.2M$1.2M+$39.5K2026-10-23
Aspire Private Capital, LLC
INCREASED16,62616,385+241+1%$1.2M$1.2M-$36.5K2026-11-05
Decker Retirement Planning Inc.
INCREASED16,55714,331+2,226+16%$1.1M$1.2M+$109.4K2026-10-19
Strategy Asset Managers LLC
INCREASED16,55616,387+169+1%$1.2M$1.2M-$41.6K2026-10-14
First United Bank & Trust
DECREASED16,33520,184-3,849-19%$1.5M$1.1M-$335.8K2026-10-22
Chris Bulman Inc
NEW16,278—+16,278——$1.1M—2026-10-20
Keybank National Association
INCREASED16,15813,797+2,361+17%$1.0M$1.1M+$120.6K2026-11-04
Quantum Financial Planning Services, Inc.
INCREASED16,13814,467+1,671+12%$1.1M$1.1M+$70.0K2026-10-14
MidAtlantic Capital Management, Inc.
DECREASED16,06016,087-270%$1.2M$1.1M-$54.3K2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED15,78217,800-2,018-11%$1.3M$1.1M-$199.6K2026-10-29
Americana Partners, LLC
INCREASED15,75413,840+1,914+14%$1.0M$1.1M+$89.1K2026-10-28
Life Planning Partners, Inc
INCREASED15,68915,039+650+4%$1.1M$1.1M-$3.4K2026-10-28
Procyon Advisors, LLC
INCREASED15,68812,525+3,163+25%$919.5K$1.1M+$181.0K2026-10-21
Baron Wealth Management LLC
INCREASED15,39015,285+105+1%$1.1M$1.1M-$42.4K2026-10-27
Legacy Financial Strategies, LLC
DECREASED15,21615,663-447-3%$1.1M$1.1M-$82.5K2026-10-15
Centurion Wealth Management LLC
DECREASED15,19716,045-848-5%$1.2M$1.1M-$111.8K2026-10-13
Avion Wealth
DECREASED15,03215,111-79-1%$1.1M$1.1K-$1.1M2026-11-04
Flagship Harbor Advisors, LLC
DECREASED14,98416,744-1,760-11%$1.2M$1.1M-$178.1K2026-10-26
Crestwood Advisors Group, LLC
INCREASED14,94214,035+907+6%$1.0M$1.0M+$17.9K2026-10-27
Harbor Investment Advisory, LLC
INCREASED14,91914,602+317+2%$1.1M$1.0M-$25.4K2026-10-13
HCR Wealth Advisors
INCREASED14,88014,215+665+5%$1.0M$1.0M+$2842026-10-15
ARK & TLK Investments, LLC
DECREASED14,83614,924-88-1%$1.1M$1.0M-$54.8K2026-10-20
Nilsine Partners, LLC
INCREASED14,82014,004+816+6%$1.0M$1.0M+$11.6K2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED14,67815,332-654-4%$1.1M$1.0M-$95.9K2026-11-04
Schmidt P J Investment Management Inc
DECREASED14,64715,074-427-3%$1.1M$1.0M-$79.1K2026-11-02
BCS Wealth Management
INCREASED14,62014,219+401+3%$1.0M$1.0M-$18.2K2026-11-03
Midwest Trust Co
DECREASED14,50114,566-650%$1.1M$1.0M-$52.0K2026-10-22
Integrated Advisors Network LLC
DECREASED14,49015,894-1,404-9%$1.2M$1.0M-$150.3K2026-10-20
Archer Investment Corp
INCREASED14,3789,197+5,181+56%$675.2K$1.0M+$333.4K2026-11-05
MN Wealth Advisors, LLC
DECREASED14,24016,379-2,139-13%$1.2M$998.9K-$203.4K2026-10-23
Cascade Investment Group, Inc.
DECREASED14,21317,436-3,223-18%$1.3M$997.0K-$282.9K2026-10-13
Tower Trust & Investment Co
UNCHANGED14,16414,16400%$1.0M$993.6K-$46.0K2026-10-28
Impact Capital Partners LLC
INCREASED14,00213,918+84+1%$1.0M$982.2K-$39.5K2026-10-22
Arrow Financial Corp
INCREASED13,93113,739+192+1%$1.0M$977.3K-$31.3K2026-10-26
Hendershot Investments Inc.
DECREASED13,89013,926-360%$1.0M$974.4K-$47.9K2026-11-05
Carolina Wealth Management Inc
INCREASED13,87811,552+2,326+20%$848.0K$973.5K+$125.5K2026-10-29
Madrid Wealth Management, LLC
DECREASED13,77016,907-3,137-19%$1.2M$965.9K-$275.2K2026-10-23
Harmony Asset Management LLC
INCREASED13,74012,989+751+6%$953.5K$963.8K+$10.3K2026-10-20
Kings Path Partners LLC
DECREASED13,63714,632-995-7%$1.1M$956.6K-$117.5K2026-10-21
Delta Financial Advisors LLC
INCREASED13,54613,032+514+4%$956.6K$950.3K-$6.4K2026-10-27
Novem Group
DECREASED13,48513,550-650%$994.7K$946.0K-$48.7K2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED13,35813,35800%$980.6K$937.0K-$43.6K2026-10-28
Private Wealth Management Group, LLC
DECREASED13,32514,095-770-5%$1.0M$934.7K-$100.0K2026-10-19
Financial Symmetry Inc
NEW13,298—+13,298——$932.9K—2026-10-06
Penobscot Wealth Management
INCREASED13,28912,735+554+4%$934.9K$932.2K-$2.7K2026-10-21
Ellis Investment Partners, LLC
INCREASED13,2689,436+3,832+41%$692.8K$930.8K+$238.0K2026-10-21
Lodestar Private Asset Management LLC
INCREASED13,2318,603+4,628+54%$631.6K$928.2K+$296.6K2026-10-26
Elevate Capital Advisors, LLC
DECREASED13,15217,892-4,740-26%$1.3M$922.6K-$390.8K2026-11-02
Myecfo, LLC
INCREASED13,1419,685+3,456+36%$711.0K$921.8K+$210.9K2026-10-14
Genesis Private Wealth, LLC
INCREASED13,04112,842+199+2%$942.7K$914.8K-$27.9K2026-11-02
Center for Financial Planning, Inc.
INCREASED13,020631+12,389+1963%$46.3K$913.4K+$867.0K2026-10-26
My Personal CFO, LLC
INCREASED13,00711,015+1,992+18%$808.6K$912.4K+$103.8K2026-10-14
Sara-Bay Financial
UNCHANGED13,00013,00000%$954.3K$912.0K-$42.4K2026-10-21
Heritage Wealth Management, Inc.
INCREASED12,9508,674+4,276+49%$636.8K$908.4K+$271.7K2026-10-28
Clark Asset Management, LLC
DECREASED12,91020,883-7,973-38%$1.5M$905.6K-$627.4K2026-10-19
Weitzel Financial Services, Inc.
INCREASED12,9018,327+4,574+55%$608.6K$902.8K+$294.1K2026-10-16
Annex Advisory Services, LLC
NEW12,897—+12,897——$904.7K—2026-10-16
Hudson Oak Wealth Advisory LLC
INCREASED12,85612,256+600+5%$899.7K$901.8K+$2.1K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED12,81211,330+1,482+13%$832.0K$899-$831.1K2026-11-02
WealthPlan Investment Management, LLC
INCREASED12,7084,335+8,373+193%$318.2K$891.5K+$573.2K2026-10-15
Friedenthal Financial
INCREASED12,48212,353+129+1%$906.8K$875.6K-$31.2K2026-10-27
Noesis Capital Mangement Corp
INCREASED12,4709,812+2,658+27%$720.3K$874.8K+$154.5K2026-10-26
BAM Wealth Management, LLC
DECREASED12,34513,973-1,628-12%$1.0M$866.0K-$159.8K2026-10-15
KW Wealth Management LLC
NEW12,313—+12,313——$863.8K—2026-10-28
Asset One Wealth Management LLC
INCREASED12,2189,665+2,553+26%$703.8K$857.1K+$153.3K2026-11-02
MTM Investment Management, LLC
DECREASED11,99011,991-10%$880.3K$841.1K-$39.2K2026-10-30
Lanark Financial, Inc.
DECREASED11,96911,970-10%$878.7K$839.6K-$39.1K2026-10-26
Hardin Capital Partners, LLC
DECREASED11,96512,015-500%$882.6K$839.4K-$43.3K2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED11,92711,697+230+2%$858.7K$836.7K-$22.0K2026-10-08
Entrewealth, LLC
NEW11,923—+11,923——$836.4K—2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED11,88511,917-320%$874.8K$833.7K-$41.1K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED11,79911,915-116-1%$874.7K$827.7K-$47.0K2026-10-21
Revisor Wealth Management LLC
DECREASED11,42711,451-240%$840.6K$805.5K-$35.1K2026-10-20
Forum Financial Management, LP
INCREASED11,4245,892+5,532+94%$432.5K$801.4K+$368.9K2026-10-16
Optima Capital LLC
DECREASED11,35611,681-325-3%$857.5K$796.6K-$60.9K2026-10-29
Equity Investment Corp
INCREASED11,30511,189+116+1%$821.4K$793.0K-$28.3K2026-11-04
WPG Advisers, LLC
INCREASED11,21611,143+73+1%$818.0K$786.8K-$31.2K2026-10-27
Capital Wealth Alliance, LLC
INCREASED11,18710,213+974+10%$749.8K$784.7K+$35.0K2026-10-20
Lodestone Wealth Management LLC
DECREASED10,97211,198-226-2%$822.0K$769.7K-$52.4K2026-10-14
Cedar Mountain Advisors, LLC
INCREASED10,76910,768+1+0%$790.5K$755.4K-$35.0K2026-10-15
AlphaCore Capital LLC
DECREASED10,70717,661-6,954-39%$1.3M$751.1K-$545.4K2026-11-04
Viewpoint Investment Partners Corp
UNCHANGED10,68210,68200%$784.2K$749.4K-$34.8K2026-10-26
Presilium Private Wealth, LLC
NEW10,512—+10,512——$737.4K—2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED10,50813,348-2,840-21%$979.9K$737.1K-$242.7K2026-10-14
Welch & Forbes LLC
UNCHANGED10,50410,50400%$771.1K$736.9K-$34.2K2026-11-04
Opulen Financial Group LLC
DECREASED10,26510,455-190-2%$767.5K$720.1K-$47.5K2026-10-22
McAdam, LLC
DECREASED10,23916,029-5,790-36%$1.2M$718.3K-$458.4K2026-10-21
Markowski Investments
INCREASED10,23910,075+164+2%$739.6K$718.3K-$21.3K2026-10-30
Old Port Advisors
DECREASED10,23110,402-171-2%$763.6K$717.7K-$45.9K2026-10-23
Retirement Wealth Solutions LLC
INCREASED10,2029,736+466+5%$714.7K$715.6K+$9572026-10-07
Signature Equity Partners, LLC
INCREASED10,1445,470+4,674+85%$401.5K$711.6K+$310.1K2026-10-29
Journey Advisory Group, LLC
DECREASED10,10416,166-6,062-37%$1.2M$708.8K-$477.9K2026-11-04
AUA Capital Management, LLC
DECREASED10,05111,656-1,605-14%$855.7K$705.1K-$150.6K2026-10-15
J.M. Arbour, LLC
INCREASED9,9979,691+306+3%$711.4K$701.3K-$10.1K2026-11-05
Capital Investment Counsel, Inc
UNCHANGED9,9509,95000%$730.4K$698.0K-$32.4K2026-10-20
Topel & Distasi Wealth Management, LLC
INCREASED9,9379,775+162+2%$717.6K$697.1K-$20.5K2026-11-05
Gateway Investment Advisers LLC
DECREASED9,93610,036-100-1%$736.7K$697.0K-$39.7K2026-10-13
Marion Wealth Management
INCREASED9,9299,551+378+4%$701.1K$696.5K-$4.6K2026-10-22
Parcion Private Wealth LLC
NEW9,885—+9,885——$693.4K—2026-10-28
First Horizon Corp
UNCHANGED9,8479,84700%$722.9K$690.8K-$32.1K2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED9,84410,147-303-3%$744.9K$690.6K-$54.3K2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW9,809—+9,809——$688.1K—2026-10-27
Post Resch Tallon Group Inc.
INCREASED9,8048,286+1,518+18%$608.2K$687.8K+$79.5K2026-10-09
Hardworking Capital Advisors, LLC
INCREASED9,7936,905+2,888+42%$506.9K$687.0K+$180.1K2026-10-20
Obsidian CIO, LLC
DECREASED9,72312,706-2,983-23%$932.7K$682.1K-$250.7K2026-11-05
Hofer & Associates. Inc
NEW9,684—+9,684——$679.3K—2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED9,6849,68400%$710.9K$679.3K-$31.6K2026-10-14
Robinswood Financial LLC
DECREASED9,61110,272-661-6%$754.1K$678.5K-$75.6K2026-10-20
Truefg, LLC
INCREASED9,5638,376+1,187+14%$614.9K$670.8K+$55.9K2026-10-15
Cane Capital Partners, LLC
INCREASED9,5337,176+2,357+33%$526.8K$668.7K+$142.0K2026-10-23
Williams Jones Wealth Management, Llc.
DECREASED9,53310,341-808-8%$759.1K$668.7K-$90.4K2026-11-05
Endeavor Private Wealth, Inc.
DECREASED9,47011,484-2,014-18%$843.1K$664.3K-$178.8K2026-11-05
Richardson Financial Services Inc.
INCREASED9,3519,282+69+1%$681.4K$656.0K-$25.4K2026-10-30
FSA Wealth Partners, Inc.
NEW9,314—+9,314——$653.4K—2026-10-26
Sheets Smith Wealth Management
INCREASED9,3109,227+83+1%$677.3K$653.1K-$24.3K2026-10-16
NorthLanding Financial Partners, LLC
INCREASED9,2929,204+88+1%$675.7K$651.8K-$23.8K2026-10-15
Magnus Financial Group LLC
INCREASED9,2358,112+1,123+14%$595.5K$647.8K+$52.4K2026-10-21
Sun Group Wealth Partners
NEW9,185—+9,185——$644.3K—2026-10-26
Sims Investment Management, LLC
INCREASED9,0499,041+8+0%$663.7K$634.8K-$28.9K2026-10-13
Cape Investment Advisory, Inc.
INCREASED9,0398,852+187+2%$649.9K$634.1K-$15.8K2026-10-13
First Growth Capital LLC
INCREASED8,8687,850+1,018+13%$576.3K$622.1K+$45.8K2026-10-15
Bull Street Advisors, LLC
INCREASED8,8518,811+40+0%$647.0K$621-$646.4K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED8,77210,026-1,254-13%$736.0K$615.4K-$120.6K2026-11-02
Univest Financial Corp
INCREASED8,7433,035+5,708+188%$222.8K$613.3K+$390.5K2026-11-05
Key Capital Management, Inc
INCREASED8,713279+8,434+3023%$20.5K$618.4K+$598.0K2026-11-03
Focused Alpha, LLC
INCREASED8,6076,537+2,070+32%$479.9K$603.7K+$123.9K2026-10-20
McGrath & Associates, Inc.
DECREASED8,5979,308-711-8%$683.3K$603.1K-$80.2K2026-10-27
Bank of New Hampshire
DECREASED8,5249,399-875-9%$690.0K$598.0K-$92.0K2026-10-06
Wilmington Savings Fund Society, FSB
DECREASED8,5108,612-102-1%$632.2K$597.0K-$35.2K2026-10-23
Grandview Asset Management LLC
DECREASED8,48816,636-8,148-49%$1.2M$595.4K-$625.9K2026-10-19
Tactive Advisors, LLC
INCREASED8,4207,828+592+8%$574.6K$590.7K+$16.1K2026-10-08
GLR Partners, LLC
INCREASED8,3844,402+3,982+90%$323.2K$588.1K+$265.0K2026-11-04
Union Savings Bank
INCREASED8,3512,078+6,273+302%$152.5K$585.8K+$433.3K2026-10-14
Wealth Dimensions Group, Ltd.
UNCHANGED8,2978,29700%$609.1K$582.0K-$27.0K2026-11-02
San Luis Wealth Advisors LLC
INCREASED8,1727,695+477+6%$564.9K$573.3K+$8.4K2026-10-27
Grand Central Investment Group
UNCHANGED8,1348,13400%$597.1K$570.6K-$26.5K2026-11-02
S.A. Mason LLC
UNCHANGED8,1338,13300%$597.0K$570.5K-$26.5K2026-10-13
Sonata Capital Group Inc
UNCHANGED8,1298,12900%$596.8K$570.3K-$26.5K2026-10-19
XML Financial, LLC
DECREASED8,1288,268-140-2%$607.0K$570.2K-$36.7K2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED8,1087,640+468+6%$560.9K$568.8K+$7.9K2026-10-23
Insight Advisors, LLC/ PA
INCREASED8,0197,974+45+1%$585.3K$562.5K-$22.8K2026-10-22
Sendero Wealth Management, LLC
INCREASED7,8417,786+55+1%$571.6K$550.0K-$21.6K2026-10-14
Carroll Advisory Group, LLC
DECREASED7,8277,984-157-2%$586.1K$549.0K-$37.1K2026-10-16
Nordwand Advisors, LLC
INCREASED7,8257,325+500+7%$537.7K$548.9K+$11.2K2026-11-05
Covestor Ltd
DECREASED7,75113,328-5,577-42%$978.0K$544-$977.5K2026-10-30
Forbes Financial Planning, Inc.
DECREASED7,7209,504-1,784-19%$697.7K$541.6K-$156.1K2026-10-23
New England Private Wealth Advisors LLC
DECREASED7,7027,711-90%$562.5K$540.3K-$22.3K2026-10-19
Sound Income Strategies, LLC
DECREASED7,6419,096-1,455-16%$667.7K$536.6K-$131.2K2026-10-09
RS Crum Inc.
DECREASED7,5817,788-207-3%$571.8K$531.8K-$39.9K2026-10-19
Wealth Effects LLC
DECREASED7,5679,789-2,222-23%$718.6K$530.8K-$187.8K2026-10-23
Sanchez Gaunt Capital Management, LLC
INCREASED7,5637,398+165+2%$543.1K$530.5K-$12.5K2026-11-03
Sky Investment Group LLC
NEW7,551—+7,551——$529.7K—2026-10-30
TFB Advisors LLC
INCREASED7,5137,290+223+3%$535.2K$527.0K-$8.1K2026-11-02
Successful Portfolios LLC
DECREASED7,5007,626-126-2%$555.0K$524.1K-$30.9K2026-10-09
Certuity, LLC
INCREASED7,4806,430+1,050+16%$472.0K$524.7K+$52.7K2026-11-02
Aries Wealth Management
DECREASED7,4737,677-204-3%$563.6K$524.2K-$39.3K2026-10-23
Prairie Advisory, LLC
INCREASED7,4163,722+3,694+99%$273.2K$520.2K+$247.0K2026-10-19
First Citizens Financial Corp
DECREASED7,3487,495-147-2%$550.2K$515.5K-$34.7K2026-10-02
GreatBanc Trust Co
DECREASED7,2138,263-1,050-13%$606.6K$506.0K-$100.6K2026-11-04
Ashton Thomas Securities, LLC
DECREASED7,1888,122-934-11%$596.2K$504.2K-$92.0K2026-10-26
Stone Wealth Partners
INCREASED7,1203,583+3,537+99%$263.0K$499.8K+$236.7K2026-11-05
Mycio Wealth Partners, LLC
INCREASED7,0907,017+73+1%$515.1K$497.3K-$17.8K2026-11-04
Abacus Planning Group, Inc.
DECREASED7,0777,160-83-1%$525.6K$496.5K-$29.2K2026-11-02
Plan Group Financial, LLC
DECREASED7,07411,829-4,755-40%$868.4K$500.5K-$367.9K2026-10-22
SMI Advisory Services, LLC
INCREASED7,0367,035+1+0%$514.5K$494.1K-$20.5K2026-10-13
Larson Financial Group LLC
INCREASED6,8935,091+1,802+35%$373.7K$483.6K+$109.8K2026-11-05
Churchill Financial Advisors, LLC
INCREASED6,8626,835+27+0%$501.8K$481.4K-$20.4K2026-10-20
Aprio Wealth Management, LLC
NEW6,857—+6,857——$481.0K—2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED6,81810,014-3,196-32%$738.2K$478.3K-$259.9K2026-10-13
Wedmont Private Capital
DECREASED6,81319,991-13,178-66%$1.5M$478.4K-$976.3K2026-10-09
Barrett & Company, Inc.
INCREASED6,8096,808+1+0%$499.8K$477.6K-$22.2K2026-10-22
Kingsbury Capital Investment Advisors LLC
INCREASED6,8066,306+500+8%$462.9K$477.4K+$14.5K2026-10-20
Kagan Cocozza Asset Management
UNCHANGED6,7956,79500%$498.8K$476.7K-$22.2K2026-10-19
Strategic Blueprint, LLC
INCREASED6,7746,461+313+5%$474.3K$475.2K+$8812026-10-22
Gainline Financial Partners, LLC
INCREASED6,7395,642+1,097+19%$414.2K$472.7K+$58.5K2026-10-15
Connecticut Wealth Management, LLC
DECREASED6,7088,477-1,769-21%$622.3K$470.6K-$151.7K2026-10-13
TPG Advisors LLC
DECREASED6,7086,974-266-4%$512.0K$470.6K-$41.4K2026-10-16
WealthSpring Partners, LLC
DECREASED6,7027,081-379-5%$519.8K$470.1K-$49.7K2026-10-14
Stegner Investment Associates Inc.
DECREASED6,6966,869-173-3%$504.3K$469.7K-$34.5K2026-10-15
One Advisory Partners, LLC
DECREASED6,6897,947-1,258-16%$583.4K$469.2K-$114.2K2026-10-22
Certified Advisory Corp
DECREASED6,6696,915-246-4%$507.6K$467.8K-$39.8K2026-10-29
Pearl Planning LLC
DECREASED6,65323,389-16,736-72%$1.7M$466.7K-$1.3M2026-10-13
SLT Holdings LLC
NEW6,648—+6,648——$466.4K—2026-10-15
Aurora Private Wealth, Inc.
INCREASED6,6356,082+553+9%$447.0K$465-$446.5K2026-10-20
Power Wealth Management LLC
DECREASED6,5896,607-180%$485.0K$462.2K-$22.8K2026-10-27
Northern Lights Advisors, Inc.
INCREASED6,5196,418+101+2%$471.2K$457.3K-$13.9K2026-10-21
USAdvisors Wealth Management, LLC
INCREASED6,5196,454+65+1%$473.0K$457-$472.5K2026-10-21
Compass Financial Management LLC
DECREASED6,49010,058-3,568-35%$736.9K$455.3K-$281.6K2026-10-30
Scott & Selber, Inc.
UNCHANGED6,4126,41200%$470.7K$449.8K-$20.9K2026-10-21
Beacon Hill Wealth Management Ltd.
INCREASED6,4092,934+3,475+118%$215.4K$449.6K+$234.2K2026-10-21
Hopwood Financial Services, Inc.
DECREASED6,4057,635-1,230-16%$560.5K$449.3K-$111.2K2026-10-29
Clarity Capital Advisors, LLC
INCREASED6,4056,349+56+1%$466.1K$449.3K-$16.7K2026-10-27
Beacon Wealthcare LLC
DECREASED6,3918,814-2,423-27%$647.0K$448.3K-$198.7K2026-10-02
Benin Management Corp
NEW6,390—+6,390——$448.3K—2026-10-22
SteelPeak Wealth, LLC
INCREASED6,3505,652+698+12%$414.9K$445.5K+$30.5K2026-10-16
Emergent Wealth Advisors, LLC
INCREASED6,2776,266+11+0%$460.0K$440.3K-$19.7K2026-10-09
Citizens Financial Group Inc
DECREASED6,27611,628-5,352-46%$853.6K$440.3K-$413.3K2026-10-23
Balefire, LLC
INCREASED6,2565,331+925+17%$391.3K$438.9K+$47.5K2026-10-09
Accredited Investors Inc.
NEW6,252—+6,252——$438.6K—2026-11-03
Ballast Rock Private Wealth LLC
DECREASED6,2376,860-623-9%$503.6K$437.5K-$66.1K2026-10-26
Versant Capital Management, Inc
INCREASED6,1905,937+253+4%$435.9K$434.3K-$1.6K2026-10-02
Central Trust Co
INCREASED6,1435,796+347+6%$425.5K$430.9K+$5.4K2026-11-05
Lazari Capital Management, Inc.
INCREASED6,1296,091+38+1%$447.1K$429.9K-$17.2K2026-10-20
Stevens Capital Partners
DECREASED6,12011,686-5,566-48%$857.9K$429.3K-$428.6K2026-10-29
Hanson & Doremus Investment Management
INCREASED6,1205,983+137+2%$439.0K$429-$438.6K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED6,1144,182+1,932+46%$307.0K$429.3K+$122.3K2026-10-30
Mainsail Financial Group, LLC
NEW6,106—+6,106——$428.3K—2026-10-23
Robinson Smith Wealth Advisors LLC
UNCHANGED6,0776,07700%$446.1K$426.3K-$19.8K2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED6,0006,550-550-8%$480.8K$420.9K-$59.9K2026-10-27
Pictet North America Advisors SA
UNCHANGED6,0006,00000%$440.5K$420.9K-$19.6K2026-10-21
Charter Capital Management, Llc\de
INCREASED5,9495,917+32+1%$434.4K$417.3K-$17.1K2026-10-28
Summit Asset Management, LLC
UNCHANGED5,9495,94900%$436.7K$417.3K-$19.4K2026-11-05
Fusion Family Wealth, LLC
UNCHANGED5,9155,91500%$434.2K$414.9K-$19.3K2026-11-02
Taylor & Morgan Wealth Management, LLC
INCREASED5,9075,859+48+1%$430.1K$414.4K-$15.7K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED5,8864,442+1,444+33%$326.1K$413.0K+$86.9K2026-10-29
Redwood Park Advisors LLC
DECREASED5,8056,000-195-3%$440.5K$407.3K-$33.2K2026-11-02
MFG Investments, LLC
NEW5,802—+5,802——$407.0K—2026-10-30
Capital Advisors Wealth Management, LLC
DECREASED5,7905,805-150%$426.2K$406.2K-$20.0K2026-10-09
Timonier Family Office, Ltd.
DECREASED5,7526,404-652-10%$470.1K$403.5K-$66.6K2026-11-03
Mustard Seed Financial, LLC
INCREASED5,7035,231+472+9%$384.0K$400.1K+$16.1K2026-10-30
Blue Fin Capital, Inc.
DECREASED5,6925,710-180%$419.2K$399.3K-$19.9K2026-10-28
Hartmann Taylor Wealth Management, LLC
NEW5,685—+5,685——$398.8K—2026-10-14
Diversified Management Inc
UNCHANGED5,6335,63300%$413.5K$395.2K-$18.4K2026-10-08
Financial Life Advisors
NEW5,622—+5,622——$394.4K—2026-10-14
Orgel Wealth Management, LLC
INCREASED5,6214,197+1,424+34%$308.1K$394.3K+$86.2K2026-10-14
Third View Private Wealth, LLC
INCREASED5,5563,106+2,450+79%$228.0K$389.8K+$161.7K2026-10-30
Gleason Group, Inc.
INCREASED5,5435,486+57+1%$402.8K$388.9K-$13.9K2026-10-15
Argyle Capital Partners, LLC
NEW5,528—+5,528——$387.8K—2026-10-23
Fingerlakes Wealth Management, Inc.
DECREASED5,5286,121-593-10%$449.4K$387.8K-$61.5K2026-11-04
Baldwin Wealth Partners LLC
DECREASED5,5275,682-155-3%$417.1K$387.7K-$29.4K2026-10-13
Guilbault Capital LLC
NEW5,518—+5,518——$387.1K—2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED5,4865,48600%$402.7K$384.8K-$17.9K2026-10-16
Latitude Advisors, LLC
INCREASED5,4344,469+965+22%$328.1K$381.2K+$53.1K2026-10-27
IFC & Insurance Marketing, Inc.
INCREASED5,3825,353+29+1%$393.0K$377.5K-$15.5K2026-10-16
Concord Wealth Partners
DECREASED5,3777,049-1,672-24%$517.4K$377.2K-$140.3K2026-11-02
Oak Grove Capital LLC
UNCHANGED5,3775,37700%$394.7K$377.2K-$17.5K2026-10-09
World Equity Group, Inc.
INCREASED5,3425,306+36+1%$389.5K$374.8K-$14.8K2026-10-14
Factor Wealth Management LTD
DECREASED5,3276,780-1,453-21%$497.7K$373.7K-$124.0K2026-10-08
Ignite Planners, LLC
DECREASED5,32342,127-36,804-87%$3.1M$371.0K-$2.7M2026-10-14
McCarley & Cook Financial Planners
UNCHANGED5,3075,30700%$389.6K$372.3K-$17.3K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED5,3065,30600%$389.5K$389.5K$02026-10-13
Whitcomb & Hess, Inc.
INCREASED5,2945,155+139+3%$378.4K$371.4K-$7.1K2026-10-07
Adirondack Trust Co
UNCHANGED5,2755,27500%$387.2K$370.0K-$17.1K2026-10-14
Guardsman Private Capital Management, Inc.
INCREASED5,2685,231+37+1%$384.0K$369.5K-$14.5K2026-10-19
Keystone Global Partners, LLC
DECREASED5,2385,907-669-11%$433.6K$367.4K-$66.2K2026-10-13
Svrn Asset Management, LLC
UNCHANGED5,2325,23200%$384.1K$367.0K-$17.1K2026-11-02
Vivid Wealth Management, LLC
INCREASED5,2174,466+751+17%$327.8K$366.0K+$38.1K2026-10-27
Cypress Wealth Services, LLC
DECREASED5,1755,240-65-1%$384.7K$362.3K-$22.4K2026-10-21
Allstreet Capital Advisors LLC
INCREASED5,1715,123+48+1%$376.1K$362.8K-$13.3K2026-11-04
BCU Wealth Advisors, LLC
INCREASED5,1695,116+53+1%$375.6K$362.6K-$13.0K2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED5,1433,915+1,228+31%$287.4K$360.8K+$73.4K2026-10-22
Advisortrust Partners, LLC
UNCHANGED5,1095,10900%$375.1K$358.4K-$16.7K2026-11-02
Anchor Capital Advisors LLC
UNCHANGED5,1005,10000%$374.4K$357.8K-$16.6K2026-11-05
Oath Planning, LLC
NEW5,064—+5,064——$355.2K—2026-10-20
WoodTrust Financial Corp
INCREASED5,0604,497+563+13%$330.0K$355-$329.6K2026-10-09
Portfolio Resources Advisor Group, Inc.
UNCHANGED5,0595,05900%$371.4K$354.9K-$16.5K2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED5,0325,020+12+0%$363.5K$356.0K-$7.5K2026-10-21
Symphony Financial, Ltd. Co.
INCREASED5,0295,019+10+0%$369.6K$353.4K-$16.3K2026-10-22
Integrity Advisory Solutions, LLC
NEW5,016—+5,016——$351.9K—2026-10-29
DeLarme Wealth Management, Inc.
INCREASED4,9844,209+775+18%$309.0K$349.6K+$40.6K2026-10-30
Tennessee Valley Asset Management Partners
DECREASED4,9594,989-30-1%$366.3K$347.8K-$18.4K2026-11-03
Gradient Investments LLC
NEW4,949—+4,949——$347.2K—2026-10-08
Spinnaker Investment Group, LLC
INCREASED4,9313,188+1,743+55%$234.0K$345.9K+$111.9K2026-10-13
Texas Bank & Trust Co
DECREASED4,9275,827-900-15%$427.8K$345.6K-$82.1K2026-11-04
Pillar Financial Advisors, LLC
DECREASED4,9054,925-200%$361.5K$344.1K-$17.5K2026-10-21
Elevate Wealth Advisory, Inc
NEW4,893—+4,893——$343.2K—2026-10-29
CFM Wealth Partners LLC
INCREASED4,8754,103+772+19%$301.2K$342.0K+$40.8K2026-11-05
United Asset Strategies, Inc.
DECREASED4,8596,616-1,757-27%$485.7K$340.9K-$144.8K2026-10-28
Parkshore Wealth Management, Inc.
INCREASED4,8534,846+7+0%$355.7K$340.5K-$15.3K2026-10-13
MSH Capital Advisors LLC
INCREASED4,8244,797+27+1%$352.1K$338.4K-$13.7K2026-11-03
Ejmk Ventures LLC
DECREASED4,8165,955-1,139-19%$437.2K$337.8K-$99.3K2026-10-21
RAM Investment Partners, LLC
INCREASED4,7894,759+30+1%$349.3K$335.9K-$13.4K2026-10-21
Cypress Point Wealth Management, LLC
DECREASED4,7824,890-108-2%$359.0K$335.5K-$23.5K2026-11-03
Thrive Wealth Management, LLC
INCREASED4,7644,739+25+1%$347.9K$334.2K-$13.7K2026-10-13
Intergy Private Wealth, LLC
INCREASED4,7363,994+742+19%$293.2K$332.2K+$39.0K2026-10-16
FSM Wealth Advisors, LLC
NEW4,733—+4,733——$332.4K—2026-10-27
Sentinel Advisory Group, LLC
DECREASED4,7184,810-92-2%$353.1K$331.0K-$22.1K2026-10-20
21 West Wealth Management LLC
NEW4,705—+4,705——$330.1K—2026-10-13
1900 Wealth Management LLC
INCREASED4,6994,176+523+13%$306.6K$329.6K+$23.1K2026-10-13
EnRich Financial Partners LLC
INCREASED4,6994,660+39+1%$342.1K$329.6K-$12.5K2026-10-21
Summit Global Investments
INCREASED4,6763,570+1,106+31%$262.0K$328-$261.7K2026-10-28
Capital Planning LLC
UNCHANGED4,6754,67500%$343.2K$328.0K-$15.2K2026-10-09
National Wealth Management Group, LLC
DECREASED4,6465,547-901-16%$407.2K$325.9K-$81.3K2026-10-26
Enclave Advisors LLC
INCREASED4,6243,888+736+19%$285.4K$324.3K+$38.9K2026-10-14
Bear Mountain Capital, Inc.
INCREASED4,6209+4,611+51233%$633$327.2K+$326.5K2026-11-04
Fjell Capital, LLC
INCREASED4,6164,055+561+14%$297.7K$323.8K+$26.1K2026-10-13
GC Wealth Management RIA, LLC
NEW4,603—+4,603——$322.9K—2026-11-02
Quartz Partners, LLC
DECREASED4,6007,263-2,663-37%$533.2K$322.7K-$210.5K2026-11-03
Cornerstone Management, Inc.
INCREASED4,5994,418+181+4%$324.3K$322.6K-$1.7K2026-10-16
Arbor Wealth Management Llc\az
DECREASED4,5674,730-163-3%$347.2K$320.3K-$26.9K2026-10-20
Advisor Resource Council
INCREASED4,5663,165+1,401+44%$231.5K$319.0K+$87.6K2026-11-05
Northwest Financial Advisors
UNCHANGED4,5424,54200%$333.4K$318.6K-$14.8K2026-10-27
Persium Advisors, LLC
UNCHANGED4,4994,49900%$330.3K$315.6K-$14.7K2026-10-07
Legacy Wealth Partners, LLC
NEW4,435—+4,435——$311.1K—2026-10-15
Cassilly Financial Group LLC
DECREASED4,4164,853-437-9%$356.3K$309.8K-$46.5K2026-10-07
MBL Wealth, LLC
DECREASED4,4134,424-110%$324.8K$309.6K-$15.2K2026-10-22
Rose Capital Advisors LLC
DECREASED4,3974,934-537-11%$362.2K$308.5K-$53.8K2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED4,3907,454-3,064-41%$547.2K$308.0K-$239.2K2026-10-26
Kathmere Capital Management, LLC
INCREASED4,3593,827+532+14%$280.9K$305.8K+$24.9K2026-10-20
MCF Advisors LLC
INCREASED4,3544,351+3+0%$319.4K$305.4K-$14.0K2026-10-28
Diversified Portfolios, Inc.
DECREASED4,3486,461-2,113-33%$474.3K$305.0K-$169.3K2026-11-04
BLB&B Advisors, LLC
UNCHANGED4,2764,27600%$313.9K$300.0K-$13.9K2026-10-27
Miller Financial Services LLC
NEW4,272—+4,272——$299.7K—2026-10-20
Nicholas Wealth, Llc.
NEW4,266—+4,266——$299.3K—2026-10-26
Quadcap Wealth Management, LLC
DECREASED4,2645,029-765-15%$369.2K$299.1K-$70.1K2026-11-02
Value Investment Professionals, LLC
DECREASED4,2527,827-3,575-46%$574.6K$298.3K-$276.3K2026-10-13
LongView Wealth Management
UNCHANGED4,2444,24400%$311.6K$297.7K-$13.8K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED4,2294,22900%$310.5K$296.7K-$13.8K2026-10-29
TrustWell Financial Advisors, LLC
DECREASED4,2194,307-88-2%$316.2K$296.0K-$20.2K2026-10-15
Genesee Capital Advisors, LLC
INCREASED4,2044,168+36+1%$306.0K$294.9K-$11.1K2026-10-20
Rockwood Wealth Management, LLC
NEW4,181—+4,181——$293.3K—2026-10-27
Financial Perspectives, Inc
UNCHANGED4,1394,13900%$303.8K$290.4K-$13.5K2026-11-03
Finward Bancorp
UNCHANGED4,1284,12800%$303.0K$289.6K-$13.5K2026-10-14
First County Bank
NEW4,123—+4,123——$289.2K—2026-10-13
Gilman Hill Asset Management, LLC
DECREASED4,1074,307-200-5%$316.2K$288.1K-$28.1K2026-10-13
Livet Wealth, LLC
INCREASED4,0993,898+201+5%$286.2K$287.5K+$1.4K2026-10-27
Dorato Capital Management
DECREASED4,0984,113-150%$299.3K$286.9K-$12.4K2026-10-08
Shepherd Street Advisors LLC
INCREASED4,0883,828+260+7%$278.8K$287.1K+$8.3K2026-10-21
Bright Futures Wealth Management, Llc.
DECREASED4,0454,304-259-6%$316.0K$283.8K-$32.2K2026-10-23
Financial Security Advisor, Inc.
NEW4,028—+4,028——$282.6K—2026-11-03
Towneley Capital Management, Inc / de
INCREASED4,0284,008+20+1%$294.3K$282.6K-$11.7K2026-10-09
Sage Capital Management, LLC
NEW4,003—+4,003——$280.9K—2026-10-20
AWM Capital, LLC
INCREASED3,9923,988+4+0%$292.8K$280.1K-$12.7K2026-10-16
Dutch Asset Corp
DECREASED3,9847,074-3,090-44%$519.3K$279.5K-$239.8K2026-10-20
Elevation Wealth Management LLC
NEW3,979—+3,979——$279.1K—2026-11-02
MKT Advisors LLC
DECREASED3,9554,055-100-2%$295.4K$277.7K-$17.7K2026-10-20
Hillcrest Wealth Advisors - NY, LLC
INCREASED3,9503,900+50+1%$286.3K$277.1K-$9.2K2026-10-22
RKL Wealth Management LLC
DECREASED3,9377,032-3,095-44%$516.2K$276.2K-$240.0K2026-10-16
Heirloom Wealth Management
NEW3,934—+3,934——$276.0K—2026-10-14
SWP Financial LLC
UNCHANGED3,9123,91200%$287.2K$274.5K-$12.8K2026-10-23
Paulson Wealth Management Inc.
INCREASED3,9003,785+115+3%$277.9K$273.6K-$4.3K2026-11-02
Fiduciary Alliance LLC
DECREASED3,88212,029-8,147-68%$883.1K$272.3K-$610.7K2026-10-13
Denver PWM, LLC
UNCHANGED3,8613,86100%$279.2K$270.9K-$8.3K2026-10-22
Bestgate Wealth Advisors, LLC
NEW3,850—+3,850——$270.1K—2026-10-13
Accelerate Investment Advisors LLC
DECREASED3,83912,769-8,930-70%$937.4K$269.3K-$668.1K2026-11-02
Twelve Points Wealth Management LLC
INCREASED3,8343,801+33+1%$279.0K$274.4K-$4.7K2026-11-03
Urban Wealth Management, LLC
INCREASED3,8323,828+4+0%$281.0K$268.8K-$12.2K2026-10-21
Ti-Trust, Inc
INCREASED3,7972,823+974+35%$207.2K$266.4K+$59.1K2026-10-21
Acorn Financial Advisory Services Inc
DECREASED3,7943,821-27-1%$280.5K$266.2K-$14.3K2026-11-02
Golden State Wealth Management, LLC
INCREASED3,791935+2,856+305%$68.7K$266.0K+$197.3K2026-11-02
Sweeney & Michel, LLC
INCREASED3,7853,771+14+0%$273.1K$265.5K-$7.6K2026-10-16
WealthPLAN Partners, LLC
INCREASED3,7773,125+652+21%$229.4K$265.0K+$35.6K2026-10-15
Invariant Investment Management
INCREASED3,7753,767+8+0%$275.5K$264.0K-$11.4K2026-10-08
Nicholas Hoffman & Company, Llc.
INCREASED3,7693,763+6+0%$276.3K$264.4K-$11.9K2026-10-30
Kaizen Financial Strategies
INCREASED3,7682,921+847+29%$213.4K$264.3K+$50.9K2026-10-09
Hilltop National Bank
UNCHANGED3,7083,70800%$272.2K$260.1K-$12.1K2026-10-14
BAR Harbor Wealth Management
NEW3,702—+3,702——$259.7K—2026-10-21
Appleton Partners Inc
DECREASED3,7005,055-1,355-27%$371.0K$260-$370.7K2026-10-30
Artesa Financial Group, LLC
DECREASED3,6974,076-379-9%$299.2K$259.4K-$39.9K2026-10-29
Tanglewood Wealth Management, Inc.
UNCHANGED3,6953,69500%$271.3K$259.2K-$12.0K2026-10-23
James J. Burns & Company, LLC
NEW3,671—+3,671——$257.6K—2026-10-22
LMG Wealth Partners, LLC
UNCHANGED3,6453,64500%$267.6K$255.7K-$11.9K2026-11-05
Rakuten Investment Management, Inc.
NEW3,634—+3,634——$255.2K—2026-10-30
Towerpoint Wealth, LLC
INCREASED3,6223,385+237+7%$248.5K$254.1K+$5.6K2026-10-13
Wincap Financial LLC
UNCHANGED3,6203,62000%$265.7K$253.9K-$11.8K2026-10-20
Palisade Asset Management, LLC
UNCHANGED3,6153,61500%$265.4K$253.6K-$11.8K2026-11-03
Advisor OS, LLC
NEW3,598—+3,598——$252.4K—2026-11-03
Altiora Financial Group, LLC
INCREASED3,5973,560+37+1%$261.3K$252.3K-$9.0K2026-11-04
Obermeyer Wealth Partners
DECREASED3,5945,784-2,190-38%$424.6K$252.1K-$172.5K2026-10-21
CPC Advisors, LLC
NEW3,574—+3,574——$250.7K—2026-10-21
Insight Wealth Partners, LLC
NEW3,572—+3,572——$250.6K—2026-10-26
Clay Northam Wealth Management, LLC
DECREASED3,5543,637-83-2%$267.0K$249.3K-$17.7K2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED3,5543,55400%$260.9K$249.3K-$11.6K2026-10-09
Cannon Advisors, Inc.
NEW3,545—+3,545——$249.3K—2026-10-14
Woodward Financial Advisors, Inc.
INCREASED3,5333,515+18+1%$258.0K$247.9K-$10.1K2026-10-19
Eclectic Associates Inc
INCREASED3,5263,443+83+2%$252.8K$247.4K-$5.4K2026-10-09
Cassaday & Co Wealth Management LLC
UNCHANGED3,5143,51400%$258.0K$246.5K-$11.5K2026-10-27
Pinnacle Financial Group, LLC / IL
DECREASED3,5095,735-2,226-39%$422.9K$246.2K-$176.7K2026-10-29
Rockingstone Advisors LLC
UNCHANGED3,5003,50000%$256.9K$245.5K-$11.4K2026-10-16
Socha Financial Group, LLC
NEW3,462—+3,462——$242.9K—2026-11-03
Ironwood Financial, llc
UNCHANGED3,4493,44900%$250.1K$241.9K-$8.1K2026-10-20
Kraft, Davis & Associates, LLC
DECREASED3,4323,572-140-4%$259.6K$242.2K-$17.4K2026-10-21
FFG Partners, LLC
INCREASED3,4073,372+35+1%$247.6K$239.1K-$8.5K2026-10-15
DT Investment Partners, LLC
INCREASED3,4003,100+300+10%$227.6K$238.5K+$10.9K2026-10-27
Y-Intercept (Hong Kong) Ltd
INCREASED3,3623,059+303+10%$224.6K$235.8K+$11.3K2026-10-16
Flagship Private Wealth, LLC
DECREASED3,33112,356-9,025-73%$907.0K$233.7K-$673.4K2026-11-05
Vision Financial Markets LLC
DECREASED3,2965,796-2,500-43%$425.5K$231.2K-$194.3K2026-10-22
Clarity Retirement & Wealth, LLC
NEW3,281—+3,281——$230.2K—2026-11-04
Tritonpoint Wealth, LLC
DECREASED3,2763,297-21-1%$242.0K$229.8K-$12.2K2026-10-19
Stirlingshire Investments, Inc.
DECREASED3,2553,352-97-3%$246.1K$228.3K-$17.7K2026-11-05
Pacific Excel Wealth Advisors, Inc.
NEW3,218—+3,218——$225.7K—2026-10-27
Mayfair Advisory Group, LLC
INCREASED3,2133,190+23+1%$230.7K$225.4K-$5.3K2026-10-20
Duncker Streett & Co Inc
DECREASED3,2073,497-290-8%$256.7K$225.0K-$31.7K2026-10-27
Baskin Financial Services Inc.
UNCHANGED3,1853,18500%$234$223-$112026-10-19
Monument Capital Management
NEW3,183—+3,183——$223.3K—2026-10-09
Tandem Capital Management Corp
DECREASED3,1805,335-2,155-40%$391.6K$223.1K-$168.6K2026-10-22
Fiduciary Financial Group, LLC
DECREASED3,1738,588-5,415-63%$630.4K$222.6K-$407.8K2026-10-13
First Hawaiian Bank
UNCHANGED3,1643,16400%$232.3K$222.0K-$10.3K2026-10-14
Greenhouse Wealth Management, LLC
UNCHANGED3,1403,14000%$231.5K$220.5K-$10.9K2026-10-20
Miramontes Capital, LLC
INCREASED3,1303,001+129+4%$220.3K$219.6K-$7382026-10-19
Black Diamond Financial, LLC
DECREASED3,1278,710-5,583-64%$639.4K$219.4K-$420.0K2026-10-26
HRC Wealth Management, LLC
NEW3,119—+3,119——$218.8K—2026-10-16
Guyasuta Investment Advisors Inc
DECREASED3,1106,442-3,332-52%$472.9K$218.2K-$254.7K2026-10-15
Tucker Asset Management LLC
INCREASED3,1062,569+537+21%$188.6K$217.9K+$29.3K2026-10-29
Rockport Wealth LLC
INCREASED3,1033,078+25+1%$226.0K$217.7K-$8.3K2026-11-03
Montecito Bank & Trust
UNCHANGED3,0973,09700%$227.4K$217.3K-$10.1K2026-10-01
Patten & Patten Inc
UNCHANGED3,0973,09700%$227.4K$217.3K-$10.1K2026-10-26
Hoge Financial Services, LLC
INCREASED3,0773,069+8+0%$225.3K$215.9K-$9.5K2026-11-05
Warwick Investment Management, Inc.
DECREASED3,0483,702-654-18%$271.8K$213.8K-$58.0K2026-10-19
Wealthcare Capital Partners, LLC
NEW3,032—+3,032——$212.7K—2026-10-21
Manske Wealth Management
DECREASED3,0243,627-603-17%$266.3K$212.1K-$54.1K2026-10-26
Wealthcare Capital Management LLC
NEW3,021—+3,021——$211.9K—2026-10-21
Maia Wealth LLC
DECREASED3,0193,139-120-4%$230.4K$211.8K-$18.7K2026-10-19
Sterling Financial Planning, Inc.
DECREASED3,0093,207-198-6%$235.4K$211.1K-$24.3K2026-10-28
Indiana Trust & Investment Management Co
DECREASED3,0073,440-433-13%$252.5K$210.9K-$41.6K2026-10-22
Kane Co Wealth Management, Inc.
NEW3,000—+3,000——$210.5K—2026-11-04
Family CFO Inc
NEW3,000—+3,000——$210.5K—2026-10-30
Investors Research Corp
INCREASED2,9961,171+1,825+156%$86.0K$210.2K+$124.2K2026-10-07
Westchester Capital Management, Inc.
UNCHANGED2,9882,98800%$219.3K$209.6K-$9.7K2026-10-23
Krilogy Financial LLC
DECREASED2,9637,541-4,578-61%$553.6K$208.2K-$345.4K2026-10-13
Inlight Wealth Management, LLC
UNCHANGED2,9602,96000%$217.3K$207.6K-$9.7K2026-10-21
Peachtree Investment Partners, LLC
UNCHANGED2,9202,92000%$214.4K$204.8K-$9.5K2026-11-05
Tiller Private Wealth, Inc.
INCREASED2,9182,762+156+6%$202.8K$204.7K+$1.9K2026-10-26
LJI Wealth Management, LLC
DECREASED2,9163,814-898-24%$280.0K$204.6K-$75.4K2026-10-28
Imc-Chicago, LLC
NEW2,903—+2,903——$203.6K—2026-11-05
Mainsail Asset Management, LLC
INCREASED2,9022,893+9+0%$210.8K$203.2K-$7.6K2026-10-14
Naples Global Advisors, LLC
UNCHANGED2,8862,88600%$211.9K$202.5K-$9.4K2026-11-05
Unique Wealth, LLC
DECREASED2,8765,074-2,198-43%$372.5K$201.7K-$170.7K2026-10-16
RCS Financial Planning, LLC
NEW2,870—+2,870——$201.3K—2026-10-14
Vertrix Wealth Management, LLC
DECREASED2,8572,923-66-2%$214.6K$200.4K-$14.2K2026-10-13
Aspect Partners, LLC
UNCHANGED2,6302,63000%$193.1K$184.5K-$8.6K2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED2,6272,575+52+2%$189.0K$184.3K-$4.7K2026-11-03
Downshift Financial, LLC
DECREASED2,5462,631-85-3%$193.1K$178.6K-$14.5K2026-10-13
CRA Financial Services, LLC
INCREASED2,4942,447+47+2%$179.6K$175.0K-$4.7K2026-10-16
Evolution Wealth Management Inc.
INCREASED2,3671,486+881+59%$109.1K$166.0K+$57.0K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED2,3049,089-6,785-75%$667.2K$161.6K-$505.6K2026-10-15
Heritage Family Offices, LLP
NEW2,240—+2,240——$157.1K—2026-11-02
Trust Co of Toledo NA
DECREASED2,1207,320-5,200-71%$537.4K$148.7K-$388.6K2026-10-16
Chapman Financial Group, LLC
UNCHANGED2,0442,04400%$150.0K$143.4K-$6.7K2026-10-26
Arlington Trust Co LLC
DECREASED2,0263,270-1,244-38%$240.1K$142.1K-$97.9K2026-10-20
Community Financial Services Group, LLC
NEW2,002—+2,002——$140.3K—2026-10-15
Stone House Investment Management, LLC
DECREASED2,0002,640-640-24%$193.8K$140.3K-$53.5K2026-10-23
Montag A & Associates Inc
DECREASED2,0002,422-422-17%$177.8K$140.3K-$37.5K2026-10-29
New England Capital Financial Advisors LLC
NEW1,997—+1,997——$140.1K—2026-11-03
Laurel Wealth Advisors LLC
NEW1,997—+1,997——$140.1K—2026-10-27
Kroeger Financial Partners
DECREASED1,9681,979-11-1%$145.3K$138.1K-$7.2K2026-10-19
Chilton Capital Management LLC
UNCHANGED1,9171,91700%$140.7K$134.5K-$6.2K2026-10-28
Elevated Capital Advisors, LLC
DECREASED1,8271,940-113-6%$142.4K$128.2K-$14.3K2026-11-04
United Financial Planning Group LLC
INCREASED1,7461,731+15+1%$127.1K$122.5K-$4.6K2026-11-04
Kelleher Financial Advisors
DECREASED1,4102,450-1,040-42%$179.9K$98.9K-$80.9K2026-10-30
Mcdonald Partners LLC
DECREASED1,4001,547-147-9%$113.6K$98.2K-$15.4K2026-11-03
Y.D. More Investments Ltd
NEW1,393—+1,393——$97.7K—2026-11-02
Foresight Capital Management Advisors, Inc.
NEW1,392—+1,392——$97.6K—2026-10-27
Kingdom Financial Group Llc.
DECREASED1,2504,695-3,445-73%$344.6K$87.7K-$256.9K2026-11-04
Acima Private Wealth, LLC
UNCHANGED1,1591,15900%$85.1K$81.3K-$3.8K2026-10-05
Planning Strategies Inc.
INCREASED1,144799+345+43%$58.7K$80.3K+$21.6K2026-10-02
American National Bank & Trust
UNCHANGED1,1141,11400%$81.8K$78.1K-$3.6K2026-10-07
Highline Wealth Partners LLC
INCREASED1,0812+1,079+53950%$147$75.8K+$75.7K2026-10-19
Balance Wealth Partners LLC
NEW1,080—+1,080——$75.8K—2026-10-27
Nfsg Corp
INCREASED1,069118+951+806%$8.7K$75.0K+$66.3K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED1,0651,149-84-7%$84.3K$74.7K-$9.6K2026-11-04
Hickory Point Bank & Trust
UNCHANGED99399300%$72.9K$69.7K-$3.2K2026-10-01
Tsfg, LLC
DECREASED9911,068-77-7%$78.0K$70-$77.9K2026-10-23
NorthAvenue LLC
INCREASED968333+635+191%$24.4K$67.9K+$43.5K2026-10-29
Provenance Wealth Advisors, LLC
NEW964—+964——$67.6K—2026-10-30
Nova Financial LLC
NEW951—+951——$66.7K—2026-11-04
Valley Wealth Managers, Inc.
DECREASED937951-14-1%$69.8K$65.7K-$4.1K2026-10-09
Go Invest LLC
INCREASED899852+47+6%$62.6K$63.0K+$4742026-10-09
GK Wealth Management LLC
NEW896—+896——$62.9K—2026-10-09
CX Institutional
DECREASED8633,242-2,379-73%$238$61-$1772026-10-02
Holos Integrated Wealth LLC
INCREASED85456+798+1425%$4.1K$60.3K+$56.2K2026-10-23
Coastline Trust Co
DECREASED819871-52-6%$63.9K$57.5K-$6.5K2026-10-01
Proathlete Wealth Management LLC
INCREASED805720+85+12%$51.6K$56.5K+$4.8K2026-10-15
POM Investment Strategies, LLC
NEW797—+797——$55.9K—2026-10-20
MB, Levis & Associates, LLC
INCREASED721506+215+42%$37.1K$50.6K+$13.4K2026-10-16
Manchester Capital Management LLC
DECREASED6984,766-4,068-85%$349.9K$49.0K-$300.9K2026-10-22
Pittenger & Anderson Inc
UNCHANGED69169100%$50.7K$48.5K-$2.3K2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED68768700%$50.4K$48.2K-$2.2K2026-10-16
Hurley Capital, LLC
UNCHANGED65965900%$48.4K$46.2K-$2.1K2026-11-05
Cullen T Bankers, Inc.
INCREASED628531+97+18%$39.0K$44.1K+$5.1K2026-10-28
Yankcom Partnership
INCREASED620550+70+13%$40.4K$43.5K+$3.1K2026-10-15
Peoples Financial Services Corp.
UNCHANGED61961900%$45.4K$43.4K-$2.0K2026-10-20
Security National Bank
NEW612—+612——$42.9K—2026-10-26
Nvest Wealth Strategies, Inc.
NEW608—+608——$42.7K—2026-10-14
Birchwood Financial Partners, Inc.
INCREASED594591+3+1%$43.4K$41.7K-$1.7K2026-11-02
Northstar Asset Management Co
DECREASED5901,100-510-46%$79.5K$41.7K-$37.8K2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED58558500%$42.9K$41.0K-$1.9K2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED57557500%$42.2K$40.3K-$1.9K2026-10-15
Biltmore Family Office, LLC
UNCHANGED56556500%$41.5K$39.6K-$1.8K2026-11-03
Davis Capital Management
UNCHANGED52852800%$38.8K$37.0K-$1.7K2026-10-08
Parkside Financial Bank & Trust
UNCHANGED51951900%$38.1K$36.4K-$1.7K2026-10-27
Beacon Financial Strategies Corp
INCREASED4760+476—$1$33.4K+$33.4K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED47547500%$35.0K$33-$35.0K2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED44844800%$32.9K$31.4K-$1.5K2026-10-20
Phillip James Consulting Co.
NEW442—+442——$31.0K—2026-11-03
Maseco LLP
DECREASED4271,133-706-62%$83.2K$30.0K-$53.2K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW399—+399——$28.0K—2026-11-05
Activest Wealth Management
INCREASED392388+4+1%$28.5K$27.5K-$9822026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3776,965-6,588-95%$511.3K$26.4K-$484.8K2026-10-14
Tower View Wealth Management LLC
INCREASED376372+4+1%$27.3K$26.4K-$9432026-10-23
Reyes Financial Architecture, Inc.
UNCHANGED35935900%$26.4K$25.2K-$1.2K2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED35335300%$25.9K$24.8K-$1.2K2026-10-23
Bank & Trust Co
UNCHANGED32332300%$23.7K$22.7K-$1.1K2026-10-07
Bangor Savings Bank
UNCHANGED32032000%$23.5K$22.4K-$1.0K2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED313835-522-63%$43.0K$23-$43.0K2026-11-04
Pflug Koory, LLC
INCREASED301299+2+1%$21.9K$21.1K-$7812026-10-26
Bayban
UNCHANGED29929900%$22.0K$22.0K$02026-11-05
Team Financial Group, LLC
NEW275—+275——$19.3K—2026-10-30
Hoese & Co LLP
DECREASED268540-272-50%$39.6K$18.8K-$20.8K2026-10-21
Transce3nd, LLC
UNCHANGED25225200%$18.3K$17.8K-$5092026-10-26
Signature Resources Capital Management, LLC
DECREASED248253-5-2%$18.6K$17.4K-$1.2K2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED22622600%$16.6K$15.9K-$7372026-10-28
Gamma Investing LLC
INCREASED20824+184+767%$1.8K$14.6K+$12.8K2026-10-08
United Community Bank
DECREASED207949-742-78%$69.7K$14.5K-$55.1K2026-10-28
GoalVest Advisory LLC
INCREASED19418+176+978%$1.3K$13.6K+$12.3K2026-10-02
Trifecta Capital Advisors, LLC
UNCHANGED19119100%$14.0K$13.4K-$6232026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED18018000%$13$13$02026-10-27
Asset Dedication, LLC
DECREASED1673,145-2,978-95%$230.9K$11.7K-$219.2K2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED15515500%$11.4K$10.9K-$5052026-10-30
Olistico Wealth, LLC
NEW154—+154——$10.8K—2026-10-05
RHL Group, LLC
INCREASED146145+1+1%$10.6K$10.2K-$3392026-11-04
Nemes Rush Group LLC
INCREASED144143+1+1%$10.5K$10.1K-$4312026-11-04
Bay Harbor Wealth Management, LLC
DECREASED143147-4-3%$10.8K$10.0K-$7602026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED14014000%$10.3K$9.8K-$4572026-10-23
Quaker Wealth Management, LLC
INCREASED139138+1+1%$10.1K$9.7K-$4032026-10-22
Key FInancial Inc
UNCHANGED13813800%$10.1K$9.7K-$4502026-11-02
Horizon Financial Services, LLC
UNCHANGED13513500%$9.9K$9.5K-$4402026-11-04
Owl Creek Wealth Partners LLC
INCREASED131129+2+2%$9.5K$9.2K-$3272026-10-20
Arvest Investments, Inc.
DECREASED129202-73-36%$14.8K$9.0K-$5.8K2026-10-21
Main Street Group, LTD
INCREASED127122+5+4%$8.9K$8.9K-$492026-10-28
American Capital Advisory, LLC
NEW121—+121——$8.5K—2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED11311300%$8.3K$7.9K-$3692026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED10810800%$7.9K$7.5K-$3492026-10-07
Wilkerson Advisory Group LLC
INCREASED9189+2+2%$6.6K$6.4K-$2272026-10-20
Vima LLC
UNCHANGED888800%$6.5K$6.2K-$2872026-10-23
Eukles Asset Management
UNCHANGED858500%$6.2K$6.0K-$2772026-11-04
Hara Capital LLC
UNCHANGED818100%$5.9K$5.7K-$2642026-10-30
Sofi Wealth, LLC
DECREASED741,117-1,043-93%$82.0K$5.2K-$76.8K2026-10-27
Birch Financial Group, LLC
NEW70—+70——$4.9K—2026-10-27
Summit Securities Group LLC
NEW70—+70——$4.9K—2026-11-05
Elevation Wealth Partners, LLC
NEW68—+68——$4.8K—2026-10-07
Wolff Wiese Magana LLC
UNCHANGED686800%$5.0K$4.8K-$2212026-10-15
Richardson Capital Management LLC
DECREASED6062-2-3%$4.6K$4.2K-$3642026-10-23
Mainstream Capital Management LLC
NEW51—+51——$3.6K—2026-10-23
Byrne Asset Management LLC
UNCHANGED515100%$3.7K$3.6K-$1692026-10-06
Rosenberg Matthew Hamilton
UNCHANGED494900%$3.6K$3.4K-$1602026-10-05
Rakuten Securities, Inc.
DECREASED3989-50-56%$6.5K$2.7K-$3.8K2026-11-02
Tradewinds Capital Management, LLC
DECREASED34355-321-90%$26.1K$2.4K-$23.7K2026-10-23
Gables Capital Management Inc.
UNCHANGED333300%$2.4K$2.3K-$1082026-11-04
Financial Consulate, Inc
UNCHANGED272700%$2.0K$1.9K-$882026-10-23
Monetary Solutions, Ltd
UNCHANGED212100%$1.5K$1.5K-$692026-10-22
Ascentis Wealth Management, LLC
UNCHANGED191900%$1.4K$1.3K-$622026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED1514+1+7%$1.1K$1.1K-$372026-10-16
Burkett Financial Services, LLC
UNCHANGED151500%$1.1K$1.1K-$382026-10-01
Affinity Wealth LLC
NEW11—+11——$783—2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED5500%$367$351-$162026-10-23
Adkins Seale Capital Management LLC
UNCHANGED4400%$294$281-$132026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED3300%$221$211-$102026-10-16
Blueline Advisors LLC
INCREASED21+1+100%$54$121+$672026-10-15
Hoey Investments, Inc
UNCHANGED2200%$116$112-$42026-10-29
Garde Capital, Inc.
CLOSED01,807,800-1,807,800-100%$132.7M$0-$132.7M2026-10-29
Axxcess Wealth Management, LLC
CLOSED0518,113-518,113-100%$38.0M$0-$38.0M2026-10-21
FDx Advisors, Inc.
CLOSED0234,490-234,490-100%$17.2M$0-$17.2M2026-11-05
Ocean Park Asset Management, LLC
CLOSED0221,200-221,200-100%$16.2M$0-$16.2M2026-10-21
Newport Capital Group, LLC
CLOSED0204,409-204,409-100%$15.0M$0-$15.0M2026-10-16
ALM First Financial Advisors, LLC
CLOSED0174,200-174,200-100%$12.8M$0-$12.8M2026-10-13
Apex Wealth Management, LLC
CLOSED092,063-92,063-100%$6.8M$0-$6.8M2026-10-20
PCG Asset Management, LLC
CLOSED039,535-39,535-100%$2.9M$0-$2.9M2026-11-05
Fiduciary Advisors, Inc.
CLOSED015,210-15,210-100%$1.1M$0-$1.1M2026-10-16
Goelzer Investment Management, Inc.
CLOSED012,500-12,500-100%$917.6K$0-$917.6K2026-10-16
True Link Financial Advisors, LLC
CLOSED09,694-9,694-100%$711.6K$0-$711.6K2026-10-27
Keeler & Nadler Financial Planning & Wealth Management
CLOSED09,676-9,676-100%$710.3K$0-$710.3K2026-10-28
Burney Co/
CLOSED08,968-8,968-100%$658.3K$0-$658.3K2026-10-15
Flower City Capital
CLOSED08,936-8,936-100%$656.0K$0-$656.0K2026-10-15
Verum Partners LLC
CLOSED07,344-7,344-100%$539.1K$0-$539.1K2026-10-21
DMC Group, LLC
CLOSED07,342-7,342-100%$539.0K$0-$539.0K2026-10-26
Johnson Financial Group, LLC
CLOSED06,473-6,473-100%$475.2K$0-$475.2K2026-11-03
Stokes Capital Advisors, LLC
CLOSED05,895-5,895-100%$432.8K$0-$432.8K2026-10-09
Wealth Enhancement Trust Services, Inc.
CLOSED05,724-5,724-100%$420.2K$0-$420.2K2026-10-07
Oarsman Capital, Inc.
CLOSED05,673-5,673-100%$416.5K$0-$416.5K2026-11-05
Pacific Wealth Strategies Group, Inc.
CLOSED05,231-5,231-100%$384.0K$0-$384.0K2026-11-02
Platform Technology Partners
CLOSED04,721-4,721-100%$346.6K$0-$346.6K2026-11-02
Town Capital LLC
CLOSED04,713-4,713-100%$346.0K$0-$346.0K2026-11-03
Segment Wealth Management, LLC
CLOSED04,704-4,704-100%$345.3K$0-$345.3K2026-10-26
Concord Asset Management, LLC
CLOSED04,605-4,605-100%$338.1K$0-$338.1K2026-11-02
Winter & Associates, Inc.
CLOSED04,524-4,524-100%$332.1K$0-$332.1K2026-10-23
High Net Worth Advisory Group LLC
CLOSED04,282-4,282-100%$314.4K$0-$314.4K2026-10-26
Mallini Complete Financial Planning LLC
CLOSED04,226-4,226-100%$310.3K$0-$310.3K2026-10-06
Equita Financial Network, Inc.
CLOSED04,075-4,075-100%$299.1K$0-$299.1K2026-10-19
Woodside Wealth Management LLC
CLOSED04,020-4,020-100%$295.1K$0-$295.1K2026-10-16
Princeton Global Asset Management LLC
CLOSED03,818-3,818-100%$280.3K$0-$280.3K2026-10-21
Intrua Financial, LLC
CLOSED03,785-3,785-100%$277.9K$0-$277.9K2026-10-28
Revolve Wealth Partners, LLC
CLOSED03,720-3,720-100%$273.1K$0-$273.1K2026-10-23
TritonPoint Partners, LLC
CLOSED03,561-3,561-100%$261.4K$0-$261.4K2026-11-05
rebel Financial LLC
CLOSED03,543-3,543-100%$260.1K$0-$260.1K2026-11-04
Elevatus Welath Management
CLOSED03,294-3,294-100%$241.8K$0-$241.8K2026-10-19
Meridian Financial Partners LLC
CLOSED03,280-3,280-100%$238.9K$0-$238.9K2026-10-23
Winthrop Advisory Group LLC
CLOSED03,036-3,036-100%$222.9K$0-$222.9K2026-10-22
Signet Investment Advisory Group, Inc.
CLOSED03,000-3,000-100%$220.2K$0-$220.2K2026-10-30
Convergence Financial, LLC
CLOSED02,994-2,994-100%$219.8K$0-$219.8K2026-10-27
Sherman Wealth Management LLC
CLOSED02,978-2,978-100%$218.6K$0-$218.6K2026-10-16
JGP Wealth Management, LLC
CLOSED02,937-2,937-100%$215.6K$0-$215.6K2026-10-13
Sunpointe, LLC
CLOSED02,878-2,878-100%$211.3K$0-$211.3K2026-10-22
Syntegra Private Wealth Group, LLC
CLOSED02,856-2,856-100%$209.7K$0-$209.7K2026-10-13
Harbour Trust & Investment Management Co
CLOSED02,812-2,812-100%$206.4K$0-$206.4K2026-10-28
Sensible Money, LLC
CLOSED02,799-2,799-100%$205.5K$0-$205.5K2026-10-20
Fortune Financial Group, Inc.
CLOSED02,773-2,773-100%$203.6K$0-$203.6K2026-10-22
BankPlus Wealth Management LLC
CLOSED02,762-2,762-100%$202.7K$0-$202.7K2026-10-13
RIA Advisory Group LLC
CLOSED02,754-2,754-100%$202.2K$0-$202.2K2026-10-15
Ares Financial Consulting, LLC
CLOSED02,709-2,709-100%$198.9K$0-$198.9K2026-10-19
Albion Financial Group
CLOSED02,516-2,516-100%$184.7K$0-$184.7K2026-10-21
SYM Financial Corp
CLOSED02,377-2,377-100%$174.5K$0-$174.5K2026-10-26
Turn8 Private Wealth Inc.
CLOSED02,051-2,051-100%$150.6K$0-$150.6K2026-11-05
Salem Investment Counselors Inc
CLOSED01,396-1,396-100%$102.5K$0-$102.5K2026-10-13
Cornerstone Planning Group LLC
CLOSED0358-358-100%$25.9K$0-$25.9K2026-10-16
Toth Financial Advisory Corp
CLOSED0275-275-100%$20.2K$0-$20.2K2026-10-08
LifeSteps Financial, Inc.
CLOSED0130-130-100%$9.5K$0-$9.5K2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0108-108-100%$37.1K$0-$37.1K2026-10-14
Mountain Hill Investment Partners Corp.
CLOSED056-56-100%$4.1K$0-$4.1K2026-10-23
Financial Network Wealth Advisors LLC
CLOSED052-52-100%$3.8K$0-$3.8K2026-10-28
Creative Capital Management Investments LLC
CLOSED018-18-100%$1.3K$0-$1.3K2026-10-28
Tounjian Advisory Partners, LLC
DECREASED042-42-100%$3.1K$22-$3.1K2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$226.3K$1.2M+$994.9K2026-10-29
JPMorgan Chase & Co
N/A—155,418,110-155,418,110-100%$11.5B———
Northwestern Mutual Wealth Management Co
N/A—141,274,305-141,274,305-100%$10.4B———
Morgan Stanley
N/A—125,882,099-125,882,099-100%$9.2B———
Vanguard Advisers Inc
N/A—62,713,498-62,713,498-100%$4.6B———
Savant Capital, LLC
N/A—35,718,154-35,718,154-100%$2.6B———
Wells Fargo & Company
N/A—29,041,837-29,041,837-100%$2.1B———
Bank of America Corp
N/A—26,751,940-26,751,940-100%$2.0B———
Envestnet Asset Management Inc
N/A—25,163,867-25,163,867-100%$1.8B———
SEI Investments Co
N/A—20,078,691-20,078,691-100%$1.5B———
LPL Financial LLC
N/A—19,768,745-19,768,745-100%$1.5B———
Allworth Financial LP
N/A—18,868,185-18,868,185-100%$1.4B———
Vanguard Global Advisers, LLC
N/A—17,950,234-17,950,234-100%$1.3B———
Goldman Sachs Group Inc
N/A—14,463,710-14,463,710-100%$1.1B———
Vanguard Capital Management LLC
N/A—13,419,869-13,419,869-100%$985.2M———
Manufacturers Life Insurance Company, the
N/A—13,152,216-13,152,216-100%$965.6M———
Arizona Psprs Trust
N/A—9,969,512-9,969,512-100%$731.9M———
Ameriprise Financial Inc
N/A—9,585,242-9,585,242-100%$702.0M———
Pure Financial Advisors, LLC
N/A—9,221,231-9,221,231-100%$676.9M———
Cbiz Investment Advisory Services, LLC
N/A—8,579,414-8,579,414-100%$631.8M———
BlackRock, Inc.
N/A—8,326,480-8,326,480-100%$611.2M———
Raymond James Financial Inc
N/A—7,165,534-7,165,534-100%$526.0M———
Cetera Investment Advisers
N/A—7,165,064-7,165,064-100%$526.0M———
SBI Okasan Asset Management Co.Ltd.
N/A—6,895,140-6,895,140-100%$508.2M———
UBS Group AG
N/A—6,144,662-6,144,662-100%$451.1M———
Royal Bank of Canada
N/A—5,643,726-5,643,726-100%$414.3M———
Composition Wealth, LLC
N/A—4,911,062-4,911,062-100%$360.5M———
Jones Financial Companies Lllp
N/A—4,612,354-4,612,354-100%$339.8M———
M&T Bank Corp
N/A—4,234,558-4,234,558-100%$310.9M———
HighTower Advisors, LLC
N/A—4,112,113-4,112,113-100%$301.9M———
State Street Corp
N/A—3,980,436-3,980,436-100%$292.2M———
PNC Financial Services Group, Inc.
N/A—3,698,455-3,698,455-100%$271.5M———
Franklin Resources Inc
N/A—3,653,264-3,653,264-100%$268.2M———
MML Investors Services, LLC
N/A—3,376,508-3,376,508-100%$247.9M———
Alesco Advisors, LLC, An ESL Co
N/A—3,126,377-3,126,377-100%$229.5M———
Beacon Pointe Advisors, LLC
N/A—3,009,938-3,009,938-100%$221.0M———
Osaic Holdings, Inc.
N/A—2,692,692-2,692,692-100%$197.7M———
First Financial Bankshares Inc
N/A—2,593,332-2,593,332-100%$190.4M———
Voya Financial Advisors, Inc.
N/A—2,467,039-2,467,039-100%$181.8M———
GenTrust, LLC
N/A—2,415,090-2,415,090-100%$177.3M———
RiverFront Investment Group, LLC
N/A—2,407,074-2,407,074-100%$176.7M———
Alaska Permanent Capital Management, LLC
N/A—2,232,018-2,232,018-100%$163.8M———
Integrated Wealth Concepts LLC
N/A—2,125,099-2,125,099-100%$156.0M———
Mariner, LLC
N/A—1,961,883-1,961,883-100%$144.2M———
Mcmorgan & Co LLC
N/A—1,955,898-1,955,898-100%$143.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,879,506-1,879,506-100%$138.0M———
Vestmark Advisory Solutions, Inc.
N/A—1,840,209-1,840,209-100%$135.1M———
Wealthfront Advisers LLC
N/A—1,837,435-1,837,435-100%$134.9M———
Capstone Financial Advisors, Inc.
N/A—1,832,708-1,832,708-100%$134.5M———
Chandler Asset Management, Inc.
N/A—1,747,432-1,747,432-100%$128.3M———
Trajan Wealth LLC
N/A—1,662,225-1,662,225-100%$122.0M———
Bogart Wealth, LLC
N/A—1,614,048-1,614,048-100%$118.5M———
Lutz Financial Services LLC
N/A—1,478,462-1,478,462-100%$108.5M———
Mercer Global Advisors Inc
N/A—1,478,257-1,478,257-100%$108.5M———
Cerity Partners LLC
N/A—1,475,322-1,475,322-100%$86.9M———
Victory Capital Management Inc
N/A—1,469,469-1,469,469-100%$107.9M———
Global Endowment Management, LP
N/A—1,463,086-1,463,086-100%$107.4M———
Atomic Invest LLC
N/A—1,414,467-1,414,467-100%$104.3M———
Prudential Financial Inc
N/A—1,392,482-1,392,482-100%$102.2M———
Stratos Wealth Partners, Ltd.
N/A—1,374,851-1,374,851-100%$100.9M———
Baker Avenue Asset Management, LP
N/A—1,370,099-1,370,099-100%$100.6M———
Envestnet Portfolio Solutions, Inc.
N/A—1,345,741-1,345,741-100%$98.8M———
Pathstone Holdings, LLC
N/A—1,337,489-1,337,489-100%$98.2M———
Merit Financial Group, LLC
N/A—1,249,034-1,249,034-100%$91.7M———
Financial Advisors Network, Inc.
N/A—1,248,438-1,248,438-100%$91.6M———
Alaska Wealth Advisors, LLC
N/A—1,237,160-1,237,160-100%$90.8M———
Betterment LLC
N/A—1,111,698-1,111,698-100%$81.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—1,094,723-1,094,723-100%$80.4M———
Stifel Financial Corp
N/A—1,077,430-1,077,430-100%$79.1M———
Focus Partners Wealth
N/A—1,072,774-1,072,774-100%$78.8M———
Partners in Financial Planning
N/A—1,063,064-1,063,064-100%$78.0M———
NewEdge Advisors, LLC
N/A—1,022,639-1,022,639-100%$75.1M———
BTC Capital Management, Inc.
N/A—984,185-984,185-100%$72.2M———
Financial Engines Advisors L.L.C.
N/A—966,497-966,497-100%$71.0M———
Apriem Advisors
N/A—963,506-963,506-100%$70.7M———
Zhang Financial LLC
N/A—962,703-962,703-100%$70.7M———
Brio Consultants, LLC
N/A—955,502-955,502-100%$70.1M———
Joule Financial, LLC
N/A—941,400-941,400-100%$69.1M———
EP Wealth Advisors, LLC
N/A—906,985-906,985-100%$66.6M———
Brown Advisory Inc
N/A—894,297-894,297-100%$65.7M———
Rockbridge Investment Management, LCC
N/A—887,365-887,365-100%$65.1M———
Cornerstone Investment Partners, LLC
N/A—874,427-874,427-100%$64.2M———
Roble, Belko & Company, Inc
N/A—873,025-873,025-100%$64.1M———
Gilbert & Cook, Inc.
N/A—854,157-854,157-100%$62.7M———
Equitable Holdings, Inc.
N/A—828,442-828,442-100%$60.8M———
Wealthspire Advisors, LLC
N/A—777,249-777,249-100%$57.1M———
Cambridge Associates LLC
N/A—767,510-767,510-100%$56.3M———
Bluespring Wealth Management, LLC
N/A—736,243-736,243-100%$54.0M———
Raffa Wealth Management, LLC
N/A—728,737-728,737-100%$53.5M———
OneDigital Investment Advisors LLC
N/A—714,695-714,695-100%$52.5M———
Coppell Advisory Solutions LLC
N/A—706,151-706,151-100%$27.4M———
Crewe Advisors LLC
N/A—691,686-691,686-100%$50.8M———
Silver Oak Advisory Group, Inc.
N/A—671,986-671,986-100%$49.3M———
Alliancebernstein L.P.
N/A—639,190-639,190-100%$47.1M———
FMR LLC
N/A—638,053-638,053-100%$46.8M———
Boston Partners
N/A—636,624-636,624-100%$46.7M———
Manning & Napier Advisors LLC
N/A—627,707-627,707-100%$46.3M———
AllGen Financial Advisors, Inc.
N/A—627,291-627,291-100%$46.0M———
Arkos Global Advisors
N/A—623,847-623,847-100%$45.8M———
Horizon Bancorp Inc
N/A—618,710-618,710-100%$45.4M———
SageView Advisory Group, LLC
N/A—601,332-601,332-100%$44.1M———
Elm Partners Management LLC
N/A—599,378-599,378-100%$44.0M———
Jordan Park Group LLC
N/A—590,568-590,568-100%$43.4M———
Snowden Capital Advisors LLC
N/A—586,671-586,671-100%$43.1M———
Karpus Management, Inc.
N/A—565,055-565,055-100%$41.5M———
N.E.W. Advisory Services LLC
N/A—547,549-547,549-100%$40.2M———
MA Private Wealth
N/A—538,277-538,277-100%$39.5M———
Addison Capital Co
N/A—538,226-538,226-100%$39.5M———
Astoria Strategic Wealth, Inc.
N/A—530,899-530,899-100%$39.0M———
Sherwood Financial Partners, LLC
N/A—505,910-505,910-100%$37.1M———
&partners
N/A—504,781-504,781-100%$37.0M———
Ellevest, Inc.
N/A—502,593-502,593-100%$25.3M———
Hirtle & Co., LLC
N/A—493,247-493,247-100%$36.2M———
Cahill Financial Advisors Inc
N/A—487,415-487,415-100%$35.8M———
Strategic Advisory Partners, LLC
N/A—483,724-483,724-100%$35.5M———
TD Capital Management LLC
N/A—470,368-470,368-100%$34.5M———
Principal Securities, Inc.
N/A—465,841-465,841-100%$34.2M———
Gotham Asset Management, LLC
N/A—457,950-457,950-100%$33.6M———
NewSquare Capital LLC
N/A—457,391-457,391-100%$33.6M———
Evolve Private Wealth, LLC
N/A—453,903-453,903-100%$33.3M———
Eaton-Cambridge Inc.
N/A—441,817-441,817-100%$32.4M———
Carr Financial Group Corp
N/A—430,838-430,838-100%$31.6M———
Werba Rubin Papier Wealth Management
N/A—429,826-429,826-100%$31.6M———
Baron Silver Stevens Financial Advisors, LLC
N/A—423,082-423,082-100%$31.1M———
Summit Wealth Group, LLC
N/A—417,650-417,650-100%$30.7M———
Natixis Advisors, LLC
N/A—414,729-414,729-100%$30.4M———
Beacon Harbor Wealth Advisors, Inc.
N/A—413,600-413,600-100%$29.9M———
Prestige Wealth Management Group LLC
N/A—409,324-409,324-100%$30.0M———
Foster & Motley Inc
N/A—406,889-406,889-100%$29.9M———
Captrust Financial Advisors
N/A—406,571-406,571-100%$29.8M———
UBS Asset Management Americas LLC
N/A—402,374-402,374-100%$29.5M———
BHK Investment Advisors, LLC
N/A—393,714-393,714-100%$28.9M———
Janney Montgomery Scott LLC
N/A—392,020-392,020-100%$28.8M———
Waverly Advisors, LLC
N/A—380,234-380,234-100%$27.9M———
Sanctuary Advisors, LLC
N/A—370,500-370,500-100%$27.2M———
CIBC World Market Inc.
N/A—368,742-368,742-100%$27.1M———
CIBC Bancorp USA Inc.
N/A—362,403-362,403-100%$26.6M———
Transamerica Financial Advisors, LLC
N/A—362,035-362,035-100%$26.6M———
Cerity Partners Retirement Plan Advisors LLC
N/A—360,195-360,195-100%$26.5M———
Rockefeller Capital Management L.P.
N/A—358,094-358,094-100%$26.3M———
Tiaa Trust, National Association
N/A—353,297-353,297-100%$25.9M———
Smithfield Trust Co
N/A—338,844-338,844-100%$24.9M———
Huntington National Bank
N/A—332,443-332,443-100%$24.4M———
Hills Bank & Trust Co
N/A—330,596-330,596-100%$24.3M———
Bank of Montreal
N/A—328,328-328,328-100%$24.1M———
Renaissance Technologies LLC
N/A—323,400-323,400-100%$23.7M———
Smartleaf Asset Management LLC
N/A—322,625-322,625-100%$23.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—320,418-320,418-100%$23.5M———
RWA Wealth Partners, LLC
N/A—319,340-319,340-100%$23.4M———
Nicolet Bankshares Inc
N/A—316,382-316,382-100%$23.1M———
Advyzon Investment Management, LLC
N/A—313,487-313,487-100%$23.0M———
SCS Capital Management LLC
N/A—310,641-310,641-100%$22.8M———
Leavell Investment Management, Inc.
N/A—308,855-308,855-100%$22.7M———
Steward Partners Investment Advisory, LLC
N/A—307,472-307,472-100%$22.6M———
Ameritas Investment Partners, Inc.
N/A—304,235-304,235-100%$22.3M———
Bank of Hawaii
N/A—298,538-298,538-100%$21.9M———
OneAscent Financial Services LLC
N/A—293,579-293,579-100%$21.6M———
Rogco, LP
N/A—288,292-288,292-100%$21.2M———
O'shaughnessy Asset Management, LLC
N/A—282,821-282,821-100%$20.8M———
IMA Advisory Services, Inc.
N/A—280,609-280,609-100%$20.6M———
Private Advisor Group, LLC
N/A—274,878-274,878-100%$20.2M———
Bleakley Financial Group, LLC
N/A—271,946-271,946-100%$20.0M———
United Capital Financial Advisors, LLC
N/A—267,603-267,603-100%$19.6M———
Toronto Dominion Bank
N/A—267,285-267,285-100%$19.6M———
Benjamin Edwards Inc
N/A—267,227-267,227-100%$19.6M———
Barclays PLC
N/A—265,658-265,658-100%$19.5M———
AQR Capital Management LLC
N/A—262,550-262,550-100%$19.3M———
BlueStem Wealth Partners, LLC
N/A—262,475-262,475-100%$19.3M———
Aspire Capital Advisors LLC
N/A—261,716-261,716-100%$19.2M———
FIL Ltd
N/A—254,814-254,814-100%$18.7M———
TLT Family Holdco ULC
N/A—254,300-254,300-100%$18.7M———
Robinhood Asset Management, LLC
N/A—246,459-246,459-100%$18.1M———
Tide Cove Capital Partners LLC
N/A—241,249-241,249-100%$17.5M———
National Philanthropic Trust
N/A—235,653-235,653-100%$17.3M———
Roundview Capital LLC
N/A—234,475-234,475-100%$17.2M———
Continuum Advisory, LLC
N/A—233,019-233,019-100%$17.1M———
Main Management LLC
N/A—229,943-229,943-100%$16.9M———
SlateStone Wealth, LLC
N/A—227,764-227,764-100%$16.7M———
Pinnacle Financial Partners, Inc.
N/A—220,609-220,609-100%$16.2M———
Tiff Advisory Services, LLC
N/A—217,686-217,686-100%$16.0M———
University of Illinois Foundation
N/A—217,500-217,500-100%$16.0M———
Mosaic Family Wealth Partners, LLC
N/A—214,231-214,231-100%$15.7M———
Nwam LLC
N/A—212,984-212,984-100%$15.6M———
Drucker Wealth 3.0, LLC
N/A—208,241-208,241-100%$15.3M———
Gould Capital, LLC
N/A—207,154-207,154-100%$15.2M———
NewEdge Wealth, LLC
N/A—205,282-205,282-100%$15.1M———
Alley Investment Management Company, LLC
N/A—205,080-205,080-100%$15.1M———
TrueWealth Financial Partners
N/A—201,124-201,124-100%$14.8M———
Sovereign Investment Advisors, LLC
N/A—198,831-198,831-100%$14.6M———
Topsail Wealth Management, LLC
N/A—198,177-198,177-100%$14.5M———
National Bank of Canada
N/A—197,154-197,154-100%$14.5M———
Arax Advisory Partners
N/A—196,678-196,678-100%$14.4M———
Tribridge Partners Financial LLC
N/A—195,853-195,853-100%$14.2M———
Harbour Investments, Inc.
N/A—193,753-193,753-100%$14.2M———
Aptus Capital Advisors, LLC
N/A—193,523-193,523-100%$14.2M———
Baird Financial Group, Inc.
N/A—192,662-192,662-100%$14.1M———
Silver OAK Securities, Incorporated
N/A—191,612-191,612-100%$14.1M———
Keystone Financial Group
N/A—190,374-190,374-100%$14.0M———
Peapack Gladstone Financial Corp
N/A—190,038-190,038-100%$13.9M———
Storen Legacy Partners, LLC
N/A—187,009-187,009-100%$13.7M———
United Services Automobile Association
N/A—185,855-185,855-100%$13.6M———
Arkadios Wealth Advisors
N/A—181,965-181,965-100%$13.4M———
Ames National Corp
N/A—178,648-178,648-100%$13.1M———
First Commonwealth Financial Corp
N/A—178,253-178,253-100%$13.1M———
Spirepoint Private Client, LLC
N/A—177,309-177,309-100%$13.0M———
Waterford Advisors, LLC
N/A—170,811-170,811-100%$11.8M———
Troutman Wealth Management, LLC
N/A—165,886-165,886-100%$12.2M———
Faithward Advisors, LLC
N/A—165,775-165,775-100%$12.2M———
Geneos Wealth Management Inc.
N/A—164,627-164,627-100%$12.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—161,270-161,270-100%$11.8M———
Vanguard National Trust Co
N/A—161,128-161,128-100%$11.8M———
Broadview Financial Management, LLC
N/A—156,950-156,950-100%$11.5M———
Global Retirement Partners, LLC
N/A—152,292-152,292-100%$11.2M———
LaSalle St. Investment Advisors, LLC
N/A—147,243-147,243-100%$10.8M———
Commerce Bank
N/A—144,632-144,632-100%$10.6M———
Staley Capital Advisers Inc
N/A—144,350-144,350-100%$10.6M———
Azimuth Capital Investment Management LLC
N/A—144,200-144,200-100%$10.6M———
Okabena Investment Services Inc
N/A—142,986-142,986-100%$10.5M———
Mutual Advisors, LLC
N/A—142,699-142,699-100%$10.5M———
Kingsview Wealth Management, LLC
N/A—140,788-140,788-100%$10.3M———
Deutsche Bank Ag\
N/A—139,576-139,576-100%$10.2M———
Clearstead Advisors, LLC
N/A—138,802-138,802-100%$10.2M———
Shah Wealth Advisors, LLC
N/A—134,952-134,952-100%$9.9M———
Petix & Botte Co
N/A—134,921-134,921-100%$9.9M———
Tobias Financial Advisors, Inc.
N/A—132,223-132,223-100%$9.7M———
FPC Investment Advisory, Inc.
N/A—131,165-131,165-100%$9.6M———
IEQ Capital, LLC
N/A—131,058-131,058-100%$9.6M———
Valtrion Capital Management, LLC
N/A—130,988-130,988-100%$9.6M———
Edgestream Partners, L.P.
N/A—127,524-127,524-100%$9.4M———
Advisory Services Network, LLC
N/A—126,044-126,044-100%$9.3M———
Note Advisors, LLC
N/A—125,032-125,032-100%$9.2M———
WealthCollab, LLC
N/A—124,835-124,835-100%$9.2M———
Magnolia Capital Advisors LLC
N/A—123,957-123,957-100%$9.1M———
Retirement Capital Strategies
N/A—123,684-123,684-100%$9.1M———
Summit Trail Advisors, LLC
N/A—122,288-122,288-100%$9.0M———
Focus Partners Advisor Solutions, LLC
N/A—121,258-121,258-100%$8.9M———
Prepared Retirement Institute LLC
N/A—117,220-117,220-100%$8.6M———
Estate Counselors, LLC
N/A—117,143-117,143-100%$8.6M———
Rothschild Capital Partners, LLC
N/A—116,864-116,864-100%$8.6M———
Stembrook Asset Management, LLC
N/A—116,839-116,839-100%$8.6M———
Fairview Capital Investment Management, LLC
N/A—112,679-112,679-100%$8.3M———
Genesis Wealth Advisors, LLC
N/A—111,242-111,242-100%$8.2M———
Swisher Financial Concepts, Inc.
N/A—109,922-109,922-100%$8.1M———
Sequoia Financial Advisors, LLC
N/A—108,164-108,164-100%$7.9M———
Ballentine Partners, LLC
N/A—107,640-107,640-100%$7.9M———
Centric Wealth Management
N/A—106,459-106,459-100%$7.7M———
Proffitt & Goodson Inc
N/A—106,353-106,353-100%$7.8M———
Pacific Life Fund Advisors LLC
N/A—105,886-105,886-100%$7.8M———
Trustmark Bank Trust Department
N/A—105,325-105,325-100%$7.7M———
1832 Asset Management L.P.
N/A—105,132-105,132-100%$7.7M———
Vectors Research Management, LLC
N/A—103,135-103,135-100%$7.6M———
10Elms LLP
N/A—102,899-102,899-100%$7.6M———
TFO Wealth Partners, LLC
N/A—102,016-102,016-100%$7.5M———
Mayflower Financial Advisors, LLC
N/A—100,312-100,312-100%$7.4M———
Crabel Capital Management, LLC
N/A—98,773-98,773-100%$7.3M———
World Investment Advisors
N/A—97,645-97,645-100%$7.2M———
Johnson Investment Counsel Inc
N/A—95,511-95,511-100%$7.0M———
Quantinno Capital Management LP
N/A—95,406-95,406-100%$7.0M———
Bouchey Financial Group, Ltd.
N/A—94,818-94,818-100%$7.0M———
Fort Point Capital Partners LLC
N/A—94,753-94,753-100%$7.0M———
Hancock Whitney Corp
N/A—92,910-92,910-100%$6.8M———
Oak Wealth Advisors LLC
N/A—90,593-90,593-100%$6.7M———
Cary Street Partners Financial LLC
N/A—90,171-90,171-100%$6.6M———
Keel Point, LLC
N/A—90,019-90,019-100%$6.6M———
Truepoint, Inc.
N/A—89,050-89,050-100%$6.5M———
Opus Financial Solutions LLC
N/A—87,872-87,872-100%$6.5M———
Sound View Wealth Advisors Group, LLC
N/A—85,414-85,414-100%$6.3M———
MAI Capital Management
N/A—84,952-84,952-100%$6.2M———
Stratos Investment Management, LLC
N/A—79,845-79,845-100%$5.9M———
Leo H. Evart, Inc.
N/A—79,078-79,078-100%$5.8M———
ATLas Financial Planning LLC
N/A—78,357-78,357-100%$5.8M———
Dunhill Financial, LLC
N/A—78,285-78,285-100%$5.7M———
HBK Sorce Advisory LLC
N/A—77,886-77,886-100%$5.6M———
Bay Rivers Group
N/A—77,878-77,878-100%$5.7M———
Shelter Mutual Insurance Co
N/A—76,583-76,583-100%$5.6M———
IF Advisors, LLC
N/A—75,219-75,219-100%$5.5M———
Summit Financial, LLC
N/A—73,894-73,894-100%$5.4M———
Hamilton Wealth, LLC
N/A—73,365-73,365-100%$5.4M———
Berger Financial Group, Inc
N/A—73,227-73,227-100%$5.4M———
Toews Corp
N/A—72,000-72,000-100%$5.3M———
Steelhead Wealth Management LLC
N/A—71,766-71,766-100%$5.3M———
UMB Bank, n.a.
N/A—71,496-71,496-100%$5.2M———
Good Steward Wealth Advisors,LLC
N/A—71,062-71,062-100%$5.2M———
Cambria Investment Management, L.P.
N/A—70,641-70,641-100%$5.2M———
Range Advisory, LLC
N/A—70,294-70,294-100%$5.2M———
Coldstream Capital Management Inc
N/A—70,095-70,095-100%$5.1M———
WFA of San Diego, LLC
N/A—69,299-69,299-100%$5.0M———
Christine Messmer PC
N/A—67,805-67,805-100%$5.0M———
Financial Avengers, Inc.
N/A—67,590-67,590-100%$5.0M———
MainStreet Investment Advisors LLC
N/A—67,144-67,144-100%$4.9M———
Gateway Wealth Partners, LLC
N/A—66,204-66,204-100%$4.9M———
Cassady Wealth & Retirement Planning, LLC
N/A—65,977-65,977-100%$4.8M———
Ameritas Advisory Services, LLC
N/A—64,357-64,357-100%$4.7M———
Delta Asset Management LLC
N/A—60,847-60,847-100%$4.5M———
CreativeOne Wealth, LLC
N/A—60,476-60,476-100%$4.4M———
C M Bidwell & Associates LTD
N/A—60,010-60,010-100%$4.4M———
Rothschild Wealth LLC
N/A—59,888-59,888-100%$4.4M———
Talisman Wealth Advisors LLC
N/A—59,293-59,293-100%$8.9M———
Lowery Thomas, LLC
N/A—58,095-58,095-100%$4.3M———
PFC Capital Group, Inc.
N/A—57,846-57,846-100%$4.2M———
Consilio Wealth Advisors, LLC
N/A—57,369-57,369-100%$4.2M———
JT Stratford LLC
N/A—56,160-56,160-100%$4.1M———
Savvy Advisors, Inc.
N/A—55,229-55,229-100%$4.1M———
Cardiff Park Advisors, LLC
N/A—54,397-54,397-100%$4.0M———
Foundations Investment Advisors, LLC
N/A—53,513-53,513-100%$3.9M———
Great Valley Advisor Group, Inc.
N/A—51,298-51,298-100%$3.8M———
Belpointe Asset Management LLC
N/A—50,810-50,810-100%$3.7M———
Northern Trust Corp
N/A—49,718-49,718-100%$3.6M———
Bank of Nova Scotia
N/A—48,637-48,637-100%$3.6M———
Amundi
N/A—48,284-48,284-100%$3.5M———
NorthStar Asset Management LLC
N/A—47,804-47,804-100%$471.8K———
Taylor Hoffman Capital Management LLC
N/A—47,425-47,425-100%$3.5M———
Bristlecone Value Partners, LLC
N/A—47,276-47,276-100%$3.5M———
Towle & Co
N/A—46,958-46,958-100%$3.4M———
Fiducient Advisors LLC
N/A—46,890-46,890-100%$3.4M———
Gallagher Fiduciary Advisors, LLC
N/A—46,672-46,672-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—46,477-46,477-100%$3.4M———
Warner Financial, Inc
N/A—45,860-45,860-100%$3.4M———
Scotia Capital Inc.
N/A—45,385-45,385-100%$3.3M———
Prosperity Consulting Group, LLC
N/A—45,312-45,312-100%$3.3M———
Generation Capital Management LLC
N/A—45,265-45,265-100%$3.3M———
GWN Securities Inc.
N/A—45,082-45,082-100%$3.3M———
Financial Strategies Group, Inc.
N/A—43,739-43,739-100%$3.2M———
WCG Wealth Advisors LLC
N/A—43,711-43,711-100%$3.2M———
Bartlett & Co. Wealth Management LLC
N/A—43,426-43,426-100%$3.2M———
First National Bank of Omaha
N/A—43,306-43,306-100%$3.2M———
Forum Private Client Group LLC
N/A—43,162-43,162-100%$3.2M———
Centaurus Financial, Inc.
N/A—42,930-42,930-100%$3.2M———
Fisher Asset Management, LLC
N/A—42,413-42,413-100%$3.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—41,907-41,907-100%$3.1M———
Rathbones Group PLC
N/A—41,764-41,764-100%$3.1M———
Strategic Investment Advisors / MI
N/A—41,492-41,492-100%$3.0M———
Security National Bank of Sioux City Iowa
N/A—40,764-40,764-100%$3.0M———
Main Street Financial Solutions, LLC
N/A—40,450-40,450-100%$3.0M———
Empowered Funds, LLC
N/A—40,365-40,365-100%$3.0M———
Argent Trust Co
N/A—40,227-40,227-100%$3.0M———
Coston, McIsaac & Partners
N/A—39,995-39,995-100%$2.9M———
Dakota Wealth Management
N/A—39,991-39,991-100%$2.9M———
Cornerstone Financial Group, LLC
N/A—39,642-39,642-100%$2.9M———
Timbuktu Capital Management, LLC
N/A—39,231-39,231-100%$2.9M———
Forty-three Eighteen Advisors, LLC
N/A—38,464-38,464-100%$2.8M———
Talon Private Wealth, LLC
N/A—37,694-37,694-100%$2.8M———
Prime Buchholz LLC
N/A—37,437-37,437-100%$2.7M———
South Plains Financial, Inc.
N/A—37,292-37,292-100%$2.7M———
Pinnacle Family Advisors, LLC
N/A—36,942-36,942-100%$2.7M———
Modern Wealth Management, LLC
N/A—36,860-36,860-100%$2.7M———
Hilltop Holdings Inc.
N/A—36,525-36,525-100%$2.7M———
HFG Advisors, Inc.
N/A—36,500-36,500-100%$2.7M———
Moneta Group Investment Advisors LLC
N/A—36,255-36,255-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—36,070-36,070-100%$2.6M———
Brookwood Investment Group LLC
N/A—35,426-35,426-100%$2.6M———
NorthRock Partners, LLC
N/A—34,907-34,907-100%$2.6M———
Westerkirk Capital Inc.
N/A—34,850-34,850-100%$2.6M———
Western Wealth Management, LLC
N/A—34,844-34,844-100%$2.6M———
Planning Project LLC
N/A—34,576-34,576-100%$2.5M———
Investment Advisory Group, LLC
N/A—34,104-34,104-100%$2.5M———
AE Wealth Management LLC
N/A—33,314-33,314-100%$2.4M———
Strategies Wealth Advisors, LLC
N/A—33,070-33,070-100%$2.4M———
Valmark Advisers, Inc.
N/A—33,000-33,000-100%$2.4M———
Yukon Wealth Management, Inc.
N/A—32,601-32,601-100%$2.4M———
Bridgewater Advisors Inc.
N/A—32,468-32,468-100%$2.3M———
Wealthspire Retirement, LLC
N/A—32,462-32,462-100%$2.4M———
Passive Capital Management, Llc.
N/A—31,722-31,722-100%$2.3M———
American Trust
N/A—31,632-31,632-100%$2.3M———
HTG Investment Advisors, Inc.
N/A—31,103-31,103-100%$2.3M———
Summit Wealth Partners, LLC
N/A—31,044-31,044-100%$2.3M———
5T Wealth, LLC
N/A—31,023-31,023-100%$2.3M———
Capital Analysts, LLC
N/A—30,324-30,324-100%$2.2M———
Neuberger Berman Group LLC
N/A—29,831-29,831-100%$2.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—29,824-29,824-100%$2.2M———
Northeast Planning Associates, Inc. / NH /
N/A—29,763-29,763-100%$2.0M———
Applied Capital LLC
N/A—29,661-29,661-100%$2.2M———
Silver Coast Investments LLC
N/A—29,561-29,561-100%$2.2M———
Regal Investment Advisors LLC
N/A—29,522-29,522-100%$2.2M———
Capital Investment Management, Inc.
N/A—29,387-29,387-100%$2.2M———
Moneda S.A. Administradora General de Fondos
N/A—29,276-29,276-100%$2.1M———
Banco BTG Pactual S.A.
N/A—29,112-29,112-100%$2.1M———
Daybright Advisory Services, Inc.
N/A—29,101-29,101-100%$2.1M———
BFC Planning, Inc.
N/A—29,076-29,076-100%$2.1M———
GW&K Investment Management, LLC
N/A—28,906-28,906-100%$2.1M———
Stephens Inc
N/A—28,790-28,790-100%$2.1M———
DiPaolo Financial Group, Inc.
N/A—28,707-28,707-100%$2.1M———
Zions Bancorporation, National Association
N/A—28,701-28,701-100%$2.1M———
Legacy PCG, LLC
N/A—28,572-28,572-100%$2.1M———
Novak & Powell Financial Services, Inc.
N/A—28,450-28,450-100%$2.1M———
Cresset Asset Management, LLC
N/A—28,426-28,426-100%$2.1M———
BCS Private Wealth Management, Inc.
N/A—28,065-28,065-100%$2.1M———
Premier Private Wealth Management LLC
N/A—27,695-27,695-100%$2.0M———
Plum Street Advisors, LLC
N/A—27,268-27,268-100%$2.0M———
Bonfire Financial
N/A—26,580-26,580-100%$2.0M———
Wiser Advisor Group LLC
N/A—26,549-26,549-100%$1.9M———
PAX Financial Group, LLC
N/A—26,492-26,492-100%$1.9M———
Millennium Management LLC
N/A—26,396-26,396-100%$1.9M———
Synergy Investment Management, LLC
N/A—26,272-26,272-100%$1.9M———
Level Four Advisory Services, LLC
N/A—25,999-25,999-100%$1.9M———
Quotient Wealth Partners, LLC
N/A—25,740-25,740-100%$1.9M———
Blair William & Co
N/A—25,602-25,602-100%$1.9M———
Beaird Harris Wealth Management, LLC
N/A—24,950-24,950-100%$1.8M———
Haverford Trust Co
N/A—24,575-24,575-100%$1.8M———
Planning Alternatives LTD
N/A—24,267-24,267-100%$1.8M———
Webster Bank, N. A.
N/A—23,753-23,753-100%$1.7M———
Compass Capital Corp
N/A—23,736-23,736-100%$1.7M———
Twin Peaks Wealth Advisors, LLC
N/A—23,580-23,580-100%$1.7M———
Tandem Wealth Advisors LLC
N/A—23,241-23,241-100%$1.7M———
Money Concepts Capital Corp
N/A—23,005-23,005-100%$1.7M———
Cary Street Partners Investment Advisory LLC
N/A—22,920-22,920-100%$1.7M———
Gould Asset Management LLC
N/A—22,888-22,888-100%$1.7M———
Disciplined Investors, L.L.C.
N/A—22,764-22,764-100%$1.7M———
Oakmont Advisory Group, LLC
N/A—22,723-22,723-100%$1.7M———
Nikulski Financial, Inc.
N/A—22,673-22,673-100%$1.7M———
BOK Financial Private Wealth, Inc.
N/A—22,500-22,500-100%$1.7M———
Peak Retirement Planning, Inc.
N/A—22,346-22,346-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—22,115-22,115-100%$1.6M———
Colonial Trust Co / SC
N/A—22,043-22,043-100%$1.6M———
PFG Investments, LLC
N/A—21,906-21,906-100%$1.6M———
Seldon Capital LP
N/A—21,582-21,582-100%$1.6M———
ST Germain D J Co Inc
N/A—21,051-21,051-100%$1.5M———
Aegis Wealth Management LLC
N/A—20,950-20,950-100%$1.5M———
Freestone Capital Holdings, LLC
N/A—20,920-20,920-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—20,722-20,722-100%$1.5M———
Kovack Advisors, Inc.
N/A—20,539-20,539-100%$1.5M———
Blalock Williams, LLC
N/A—20,484-20,484-100%$1.5M———
Red Wave Investments LLC
N/A—20,329-20,329-100%$1.5M———
Tillman Hartley LLC
N/A—20,140-20,140-100%$1.5M———
Ketron Financial
N/A—20,029-20,029-100%$1.5M———
Arrowroot Family Office, LLC
N/A—19,559-19,559-100%$1.4M———
Tiemann Investment Advisors, LLC
N/A—19,534-19,534-100%$1.4M———
Ruedi Wealth Management, Inc.
N/A—19,331-19,331-100%$1.4M———
Private Capital Management, LLC
N/A—19,190-19,190-100%$1.4M———
Meridian Wealth Partners, LLC
N/A—19,139-19,139-100%$1.4M———
Pitti Group Wealth Management, LLC
N/A—18,932-18,932-100%$1.4M———
Driehaus Capital Management LLC
N/A—18,301-18,301-100%$1.3M———
Garrison Point Advisors, LLC
N/A—18,152-18,152-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—17,613-17,613-100%$1.3M———
Quadrature Capital Ltd
N/A—17,436-17,436-100%$1.3M———
Chesapeake Wealth Management
N/A—17,347-17,347-100%$1.3M———
Bcgm Wealth Management, LLC
N/A—17,048-17,048-100%$1.3M———
American Investment Services, Inc.
N/A—16,991-16,991-100%$1.2M———
Madden Advisory Services, Inc.
N/A—16,988-16,988-100%$1.2M———
First Manhattan Co. Llc.
N/A—16,858-16,858-100%$1.2M———
Cogent Private Wealth, Inc.
N/A—16,838-16,838-100%$1.2M———
Integrity Wealth Solutions LLC
N/A—16,602-16,602-100%$1.2M———
Fiduciary Financial Advisors
N/A—16,408-16,408-100%$1.2M———
Arete Wealth Advisors, LLC
N/A—16,351-16,351-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—16,240-16,240-100%$1.2M———
Strategic Financial Planning, Inc.
N/A—16,124-16,124-100%$1.2M———
VestGen Investment Management
N/A—15,898-15,898-100%$1.2M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—15,662-15,662-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—15,267-15,267-100%$1.1M———
Piedmont Capital Management, LLC
N/A—15,154-15,154-100%$1.1M———
Verity Wealth Advisors
N/A—15,022-15,022-100%$1.1M———
Gambit Capital Management, LLC
N/A—14,789-14,789-100%$1.1M———
Circle Wealth Management, LLC
N/A—14,731-14,731-100%$1.1M———
Fiduciary Trust Co
N/A—14,611-14,611-100%$1.1M———
JHP Wealth Management, LLC
N/A—14,561-14,561-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—14,344-14,344-100%$1.1M———
Fiduciary Group, LLC
N/A—14,218-14,218-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,113-14,113-100%$1.0M———
Two Sigma Securities, LLC
N/A—14,106-14,106-100%$1.0M———
J. M. Brown & Associates Inc.
N/A—13,962-13,962-100%$1.0M———
Sharp Wealth Advisory, LLC
N/A—13,418-13,418-100%$985.0K———
Legacy Financial Group LLC
N/A—13,378-13,378-100%$982.1K———
IHT Wealth Management, LLC
N/A—13,334-13,334-100%$978.9K———
Avise Financial Cooperative, Inc.
N/A—12,955-12,955-100%$951.0K———
Meramec Financial Planners, LLC
N/A—12,952-12,952-100%$938.5K———
WealthShield Partners, LLC
N/A—12,775-12,775-100%$937.8K———
Mission Creek Capital Partners, Inc.
N/A—12,629-12,629-100%$927.1K———
Strategic Financial Concepts, LLC
N/A—12,500-12,500-100%$917.7K———
Florida Financial Advisors, LLC
N/A—12,489-12,489-100%$916.8K———
Catalyst Financial Partners LLC
N/A—12,240-12,240-100%$898.5K———
Calton & Associates, Inc.
N/A—12,170-12,170-100%$893.4K———
GeoWealth Management, LLC
N/A—11,940-11,940-100%$876.5K———
Cannell & Spears LLC
N/A—11,914-11,914-100%$874.6K———
Aldebaran Financial Inc.
N/A—11,878-11,878-100%$872.0K———
Sovereign Financial Group, Inc.
N/A—11,783-11,783-100%$865.0K———
SageGuard Financial Group, LLC
N/A—11,304-11,304-100%$829.8K———
Rialto Wealth Management, LLC
N/A—11,278-11,278-100%$827.9K———
Glen Eagle Advisors, LLC
N/A—11,263-11,263-100%$826.8K———
Sequent Planning LLC
N/A—11,128-11,128-100%$816.9K———
Vines Capital Management, LLC
N/A—11,123-11,123-100%$816.5K———
Wick Capital Partners, LLC
N/A—11,117-11,117-100%$1.1M———
JMG Financial Group, Ltd.
N/A—11,053-11,053-100%$811.4K———
Dravo BAY LLC
N/A—10,901-10,901-100%$800.2K———
Advisory Research Inc
N/A—10,655-10,655-100%$782.2K———
Horizon Investment Services, LLC
N/A—10,633-10,633-100%$780.6K———
Granite Bay Wealth Management, LLC
N/A—10,608-10,608-100%$778.0K———
Cloud Capital Management, LLC
N/A—10,439-10,439-100%$766.0K———
Widmann Financial Services, Inc.
N/A—10,290-10,290-100%$755.4K———
McLean Asset Management Corp
N/A—10,147-10,147-100%$732.9K———
Security National Bank of SO DAK
N/A—10,011-10,011-100%$734.9K———
Balanced Rock Investment Advisors LLC
N/A—9,925-9,925-100%$728.6K———
Evolution Advisers, Inc.
N/A—9,918-9,918-100%$728.0K———
One Capital Management, LLC
N/A—9,914-9,914-100%$730.1K———
Aspen Grove Capital, LLC
N/A—9,846-9,846-100%$722.8K———
Laraway Financial Advisors Inc
N/A—9,828-9,828-100%$721.5K———
MorganRosel Wealth Management, LLC
N/A—9,804-9,804-100%$719.7K———
Insigneo Advisory Services, LLC
N/A—9,712-9,712-100%$712.9K———
Wallace Advisory Group, LLC
N/A—9,678-9,678-100%$710.5K———
WMS Group LLC
N/A—9,651-9,651-100%$708.5K———
Continental Investors Services, Inc.
N/A—9,633-9,633-100%$698.0K———
Evelyn Partners Group Ltd
N/A—9,562-9,562-100%$702.0K———
HighPoint Advisor Group LLC
N/A—9,536-9,536-100%$700.1K———
Performance Wealth Partners, LLC
N/A—9,499-9,499-100%$697.3K———
Vantus Wealth LLC
N/A—9,490-9,490-100%$696.7K———
Cordant, Inc.
N/A—9,472-9,472-100%$695.4K———
Rehmann Capital Advisory Group
N/A—9,436-9,436-100%$692.7K———
Fortis Capital Advisors, LLC
N/A—9,188-9,188-100%$674.5K———
Falcon Wealth Planning
N/A—9,132-9,132-100%$670.4K———
Connors Investor Services Inc
N/A—9,056-9,056-100%$664.8K———
Wayfinding Financial, LLC
N/A—9,019-9,019-100%$662.0K———
Hershey Financial Advisers, LLC
N/A—8,968-8,968-100%$658.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,948-8,948-100%$656.9K———
Cornerstone Advisors Asset Management, LLC
N/A—8,916-8,916-100%$654.5K———
Stokes Family Office, LLC
N/A—8,779-8,779-100%$644.5K———
Lifeworks Advisors, LLC
N/A—8,757-8,757-100%$642.9K———
Riverpoint Wealth Management Holdings, LLC
N/A—8,731-8,731-100%$641.0K———
Oxinas Partners, LLC
N/A—8,689-8,689-100%$637.9K———
Van Hulzen Asset Management, LLC
N/A—8,683-8,683-100%$637.4K———
Davis R M Inc
N/A—8,674-8,674-100%$636.8K———
Melfa Wealth Management, Inc.
N/A—8,555-8,555-100%$628.0K———
Sachetta, LLC
N/A—8,519-8,519-100%$625.4K———
Medallion Wealth Advisors, LLC
N/A—8,404-8,404-100%$617.0K———
EFG International AG
N/A—8,400-8,400-100%$616.6K———
Petra Financial Advisors Inc
N/A—8,389-8,389-100%$615.8K———
WNY Asset Management, LLC
N/A—8,271-8,271-100%$607.2K———
Dorsey & Whitney Trust Co LLC
N/A—8,229-8,229-100%$604.1K———
North Dallas Bank & Trust Co
N/A—8,150-8,150-100%$598.3K———
Cascade Financial Partners, LLC
N/A—8,139-8,139-100%$597.5K———
OneAscent Family Office, LLC
N/A—8,063-8,063-100%$591.9K———
Clark Capital Management Group, Inc.
N/A—8,003-8,003-100%$587.5K———
Xcelsior Advisor Partners LLC
N/A—7,967-7,967-100%$584.9K———
SVB Wealth LLC
N/A—7,965-7,965-100%$584.7K———
Rock Point Advisors, LLC
N/A—7,955-7,955-100%$584.0K———
Seneschal Advisors, LLC
N/A—7,954-7,954-100%$583.9K———
Sand Hill Global Advisors, LLC
N/A—7,924-7,924-100%$581.7K———
Liberty Square Wealth Partners LLC
N/A—7,886-7,886-100%$578.9K———
Inspire Advisors, LLC
N/A—7,865-7,865-100%$576.8K———
Brand Asset Management Group, Inc.
N/A—7,784-7,784-100%$571.5K———
Access Financial Services, Inc.
N/A—7,672-7,672-100%$563.2K———
Fiera Capital Corp
N/A—7,594-7,594-100%$557.5K———
Squarepoint Ops LLC
N/A—7,567-7,567-100%$555.5K———
Legacy Wealth Managment, LLC
N/A—7,493-7,493-100%$550.1K———
Liberty Wealth Management LLC
N/A—7,453-7,453-100%$548.8K———
CVA Family Office, LLC
N/A—7,447-7,447-100%$546.7K———
Wescap Management Group, Inc.
N/A—7,403-7,403-100%$543.5K———
Providence Capital Advisors, LLC
N/A—7,343-7,343-100%$539.1K———
Simmons Bank
N/A—7,107-7,107-100%$521.7K———
Kintra Wealth, LLC
N/A—7,088-7,088-100%$513.7K———
Star Financial Bank
N/A—7,040-7,040-100%$516.8K———
Empower Advisory Group, LLC
N/A—6,921-6,921-100%$508.1K———
First American Trust, FSB
N/A—6,816-6,816-100%$500.4K———
Collaborative Wealth Managment Inc.
N/A—6,801-6,801-100%$499.3K———
Keener Financial Planning LLC
N/A—6,800-6,800-100%$499.0K———
Roberts Glore & Co Inc
N/A—6,778-6,778-100%$497.6K———
Miller Capital Partners, Inc.
N/A—6,733-6,733-100%$494.3K———
Safeguard Investment Advisory Group, LLC
N/A—6,623-6,623-100%$486.2K———
Zacks Investment Management
N/A—6,582-6,582-100%$483.2K———
Capital Asset Managemnet, LLC
N/A—6,575-6,575-100%$482.6K———
Austin Wealth Management, LLC
N/A—6,534-6,534-100%$476.1K———
Smith, Moore & Co.
N/A—6,475-6,475-100%$475.3K———
Essex Financial Services, Inc.
N/A—6,436-6,436-100%$472.4K———
KMT Wealth Management, LLC
N/A—6,306-6,306-100%$462.9K———
Orleans Capital Management Corp
N/A—6,300-6,300-100%$462.5K———
Institute for Wealth Management, Llc.
N/A—6,213-6,213-100%$456.1K———
Private Advisory Group LLC
N/A—6,211-6,211-100%$456.0K———
Orcam Financial Group
N/A—5,968-5,968-100%$438.1K———
Modus Advisors, LLC
N/A—5,705-5,705-100%$418.8K———
Strait & Sound Wealth Management LLC
N/A—5,680-5,680-100%$417.0K———
Strategic Wealth Partners, Ltd.
N/A—5,654-5,654-100%$415.1K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,625-5,625-100%$412.9K———
Callan Family Office, LLC
N/A—5,587-5,587-100%$410.1K———
Capital Group Private Client Services, Inc.
N/A—5,580-5,580-100%$409.6K———
Pacific Financial Group Inc
N/A—5,542-5,542-100%$406.8K———
Brave Asset Management Inc
N/A—5,524-5,524-100%$405.5K———
FSA Advisors, Inc.
N/A—5,520-5,520-100%$404.1K———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,388-5,388-100%$395.5K———
Papamarkou Wellner Asset Management inc.
N/A—5,370-5,370-100%$422.0K———
BWM Planning, LLC
N/A—5,361-5,361-100%$393.6K———
Bessemer Group Inc
N/A—5,359-5,359-100%$393.0K———
AlTi Global, Inc.
N/A—5,349-5,349-100%$392.7K———
King Wealth Management Group
N/A—5,280-5,280-100%$388.0K———
Atlantic Union Bankshares Corp
N/A—5,277-5,277-100%$387.4K———
Arcadia Wealth Management, Inc.
N/A—5,178-5,178-100%$380.1K———
Retirement Income Solutions, Inc
N/A—5,094-5,094-100%$375.1K———
Cascades Capital Asset Management, LLC
N/A—5,051-5,051-100%$370.8K———
HM Payson & Co
N/A—5,001-5,001-100%$367.1K———
Rodgers Brothers Inc.
N/A—5,000-5,000-100%$367.1K———
Boston Family Office LLC
N/A—4,967-4,967-100%$365.0K———
Vista Capital Partners, Inc.
N/A—4,951-4,951-100%$363.5K———
Rothschild Investment LLC
N/A—4,927-4,927-100%$361.7K———
Mrwm Advisors, LLC
N/A—4,916-4,916-100%$360.9K———
Patron Partners, LLC
N/A—4,822-4,822-100%$354.0K———
Strategic Wealth Advisors LLC
N/A—4,778-4,778-100%$353.0K———
Cumberland Partners Ltd
N/A—4,775-4,775-100%$350.5K———
Pitcairn Wealth Advisors LLC
N/A—4,774-4,774-100%$350.5K———
SOA Wealth Advisors, Llc.
N/A—4,772-4,772-100%$350.3K———
Lakeridge Wealth Management LLC
N/A—4,770-4,770-100%$350.2K———
Federation des caisses Desjardins du Quebec
N/A—4,722-4,722-100%$346.6K———
Community Bank, N.A.
N/A—4,713-4,713-100%$345.9K———
Morris Financial Concepts, Inc.
N/A—4,700-4,700-100%$345.0K———
VSM Wealth Advisory, LLC
N/A—4,537-4,537-100%$333.0K———
Pinney & Scofield, Inc.
N/A—4,519-4,519-100%$331.7K———
Tiaa Wealth Investment Management LLC
N/A—4,489-4,489-100%$330.7K———
Kiley Juergens Wealth Management, LLC
N/A—4,483-4,483-100%$329.1K———
Astoria Portfolio Advisors Llc.
N/A—4,446-4,446-100%$326.4K———
Thomasville National Bank
N/A—4,400-4,400-100%$323.0K———
LRI Investments, LLC
N/A—4,388-4,388-100%$322.1K———
Walter & Keenan Wealth Management LLC
N/A—4,376-4,376-100%$321.3K———
Ellenbecker Investment Group
N/A—4,365-4,365-100%$320.5K———
Curi Capital, LLC
N/A—4,359-4,359-100%$320.0K———
Ancora Advisors LLCA
N/A—4,352-4,352-100%$319.4K———
TAGStone Capital, Inc.
N/A—4,346-4,346-100%$319.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,341-4,341-100%$318.7K———
Fortress Private Ledger, LLC
N/A—4,259-4,259-100%$312.7K———
WealthTrust Axiom LLC
N/A—4,175-4,175-100%$306.5K———
Texas Yale Capital Corp.
N/A—4,150-4,150-100%$304.7K———
Shared Vision Wealth Group LLC
N/A—4,119-4,119-100%$302.4K———
Waterloo Capital, L.P.
N/A—4,119-4,119-100%$302.4K———
Midwestern Financial, LLC
N/A—4,094-4,094-100%$300.5K———
City National Bank of Florida
N/A—4,067-4,067-100%$298.6K———
Park Place Capital Corp
N/A—4,059-4,059-100%$298.0K———
Eldridge Investment Advisors, Inc.
N/A—4,000-4,000-100%$292.7K———
Fidelis Capital Partners, LLC
N/A—4,000-4,000-100%$293.6K———
Transcend Capital Advisors, LLC
N/A—3,985-3,985-100%$292.5K———
Rather & Kittrell, Inc.
N/A—3,983-3,983-100%$292.4K———
Wealth Watch Advisors, Inc
N/A—3,970-3,970-100%$291.4K———
Protective Life Corp
N/A—3,966-3,966-100%$291.1K———
Octavia Wealth Advisors, LLC
N/A—3,924-3,924-100%$288.1K———
Headinvest, LLC
N/A—3,805-3,805-100%$279.3K———
American Financial Advisors, LLC
N/A—3,783-3,783-100%$277.7K———
Diversified Trust Co
N/A—3,739-3,739-100%$274.5K———
Headlands Technologies LLC
N/A—3,739-3,739-100%$274.5K———
Ehrenkranz Partners L.P.
N/A—3,711-3,711-100%$272.5K———
Flow Traders U.S. LLC
N/A—3,663-3,663-100%$269.0K———
Private Wealth Asset Management, LLC
N/A—3,615-3,615-100%$265.4K———
One Degree Advisors Inc
N/A—3,596-3,596-100%$262.0K———
Ruggiero Investments, Inc.
N/A—3,583-3,583-100%$263.0K———
Dogwood Wealth Management LLC
N/A—3,568-3,568-100%$261.9K———
New Insight Wealth Advisors
N/A—3,541-3,541-100%$259.9K———
Dimension Capital Management LLC
N/A—3,530-3,530-100%$259.1K———
Jaffetilchin Investment Partners, LLC
N/A—3,504-3,504-100%$257.2K———
Purpose Unlimited Inc.
N/A—3,493-3,493-100%$260.8K———
CFO4Life Group, LLC
N/A—3,483-3,483-100%$255.7K———
Northstar Financial Companies, Inc.
N/A—3,461-3,461-100%$254.1K———
Bank OZK
N/A—3,445-3,445-100%$252.9K———
Wealth Alliance, LLC
N/A—3,435-3,435-100%$252.1K———
AssuredPartners Investment Advisors, LLC
N/A—3,429-3,429-100%$251.7K———
Invst, LLC
N/A—3,404-3,404-100%$249.9K———
Vawter Financial, Ltd.
N/A—3,403-3,403-100%$249.8K———
Everpar Advisors LLC
N/A—3,333-3,333-100%$244.7K———
Lazard Asset Management LLC
N/A—3,300-3,300-100%$242.3K———
Advisory Alpha, LLC
N/A—3,294-3,294-100%$241.9K———
IFG Advisory, LLC
N/A—3,264-3,264-100%$239.6K———
Peterson Wealth Management
N/A—3,242-3,242-100%$238.0K———
Independent Advisor Alliance
N/A—3,242-3,242-100%$238.0K———
Stonebridge Financial Planning Group, LLC
N/A—3,191-3,191-100%$234.2K———
Vantage Point Financial LLC
N/A—3,168-3,168-100%$232.6K———
Prostatis Group LLC
N/A—3,151-3,151-100%$231.3K———
Destination Wealth Management
N/A—3,146-3,146-100%$230.9K———
Earned Wealth Advisors, LLC
N/A—3,120-3,120-100%$229.0K———
Cozad Asset Management Inc
N/A—3,076-3,076-100%$225.8K———
J Hagan Capital, Inc.
N/A—3,066-3,066-100%$225.1K———
Glassman Wealth Services
N/A—3,065-3,065-100%$225.0K———
Ameriflex Group, Inc.
N/A—3,049-3,049-100%$223.8K———
Ankerstar Wealth, LLC
N/A—3,044-3,044-100%$223.5K———
Moors & Cabot, Inc.
N/A—3,018-3,018-100%$221.5K———
Ethos Financial Group, LLC
N/A—2,988-2,988-100%$216.2K———
Goldstone Financial Group, LLC
N/A—2,953-2,953-100%$216.8K———
Aberdeen Group plc
N/A—2,953-2,953-100%$216.8K———
BlackDiamond Wealth Management, LLC
N/A—2,948-2,948-100%$212.7K———
Caitlin John, LLC
N/A—2,892-2,892-100%$212.3K———
Members Trust Co
N/A—2,818-2,818-100%$206.9K———
Stock Yards Bank & Trust Co
N/A—2,816-2,816-100%$206.7K———
Lowe Brockenbrough & Co Inc
N/A—2,812-2,812-100%$206.4K———
Resolute Wealth Advisor, Inc.
N/A—2,749-2,749-100%$202.4K———
Tortoise Investment Management, LLC
N/A—2,749-2,749-100%$201.8K———
Hantz Financial Services, Inc.
N/A—2,747-2,747-100%$202.0K———
Van Diest Capital, LLC
N/A—2,727-2,727-100%$200.2K———
Horizon Investments, LLC
N/A—2,572-2,572-100%$187.5K———
Crews Bank & Trust
N/A—2,546-2,546-100%$186.9K———
JDM Financial Group LLC
N/A—2,541-2,541-100%$186.5K———
Whittier Trust Co
N/A—2,462-2,462-100%$180.1K———
Fourth Dimension Wealth, LLC
N/A—2,421-2,421-100%$177.7K———
Truvestments Capital LLC
N/A—2,356-2,356-100%$173.0K———
Allied Private Wealth LLC
N/A—2,342-2,342-100%$170.3K———
Brown Brothers Harriman & Co
N/A—2,194-2,194-100%$161.1K———
Elgethun Capital Management
N/A—2,055-2,055-100%$150.9K———
Founders Financial Alliance, LLC
N/A—2,041-2,041-100%$149.8K———
Godfrey Financial Associates, Inc.
N/A—1,850-1,850-100%$135.8K———
Front Row Advisors LLC
N/A—1,812-1,812-100%$130.9K———
Darwin Wealth Management, LLC
N/A—1,738-1,738-100%$127.6K———
SHP Wealth Management
N/A—1,695-1,695-100%$124.4K———
Teachers Insurance & Annuity Association of America
N/A—1,588-1,588-100%$116.6K———
Kerr Financial Planning Corp
N/A—1,585-1,585-100%$116.4K———
Osterweis Capital Management Inc
N/A—1,578-1,578-100%$115.8K———
Harborfront Financial Group LLC
N/A—1,528-1,528-100%$112.2K———
Tidemark, LLC
N/A—1,515-1,515-100%$111.2K———
Wellington Grp LLC
N/A—1,446-1,446-100%$106.5K———
Aventura Private Wealth, LLC
N/A—1,357-1,357-100%$99.6K———
Innovative Asset Advisors Group, LLC
N/A—1,156-1,156-100%$84.9K———
Fi3 Financial Advisors, LLC
N/A—1,127-1,127-100%$293.5K———
Investors Portfolio Services LLC
N/A—965-965-100%$70.8K———
Operose Advisors LLC
N/A—892-892-100%$65.5K———
Hamrick Investment Counsel, llc
N/A—890-890-100%$65.3K———
Anchor Investment Management, LLC
N/A—876-876-100%$64.3K———
Mcguire Capital Advisors Inc
N/A—855-855-100%$62.8K———
Fortis Group Advisors, LLC
N/A—845-845-100%$62.0K———
Russell Investments Group, Ltd.
N/A—844-844-100%$61.9K———
Vision Retirement, LLC
N/A—813-813-100%$59.7K———
Shepherd Wealth Management Ltd Liability Co
N/A—798-798-100%$302.7K———
Napier Financial, LLC
N/A—784-784-100%$57.6K———
Strive Financial Group,LLC
N/A—753-753-100%$55.3K———
Whittier Trust Co of Nevada Inc
N/A—616-616-100%$44.9K———
Swan Capital LLC
N/A—610-610-100%$44.8K———
Turim 21 Investimentos Ltda.
N/A—484-484-100%$35.5K———
FAS Wealth Partners, Inc.
N/A—473-473-100%$34.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—453-453-100%$33.3K———
BankPlus Trust Department
N/A—441-441-100%$32.4K———
Investment Counsel Co of Nevada
N/A—437-437-100%$32.1K———
Copia Wealth Management
N/A—418-418-100%$30.7K———
Aberdeen Wealth Management LLC
N/A—417-417-100%$30.6K———
MidFirst Bank
N/A—405-405-100%$29.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—402-402-100%$29.5K———
Keating Financial Advisory Services, Inc.
N/A—383-383-100%$28.1K———
SouthState Bank Corp
N/A—368-368-100%$27.0K———
Ogorek Anthony Joseph
N/A—357-357-100%$26.0K———
ESL Trust Services, LLC
N/A—350-350-100%$25.7K———
Top Private Wealth Llc.
N/A—345-345-100%$25.3K———
Cheviot Value Management, LLC
N/A—343-343-100%$25.2K———
Financial Gravity Companies, Inc.
N/A—341-341-100%$25.0K———
Chesapeake Asset Management LLC
N/A—323-323-100%$23.7K———
Basecamp Wealth Advisors LLC
N/A—318-318-100%$23.3K———
Delos Wealth Advisors, LLC
N/A—300-300-100%$22.0K———
Bollard Group LLC
N/A—260-260-100%$19.0K———
Mpwm Advisory Solutions, LLC
N/A—250-250-100%$18.4K———
Qube Research & Technologies Ltd
N/A—241-241-100%$17.7K———
Lummis Asset Management, LP
N/A—206-206-100%$15.1K———
Caldwell Sutter Capital, Inc.
N/A—199-199-100%$14.6K———
Millstone Evans Group, LLC
N/A—184-184-100%$13.5K———
Bellevue Asset Management, LLC
N/A—181-181-100%$13.3K———
Cypress Capital Management LLC (WY)
N/A—175-175-100%$12.8K———
Howe & Rusling Inc
N/A—173-173-100%$12.7K———
IAG Wealth Partners, LLC
N/A—149-149-100%$10.9K———
Financial Life Planners
N/A—136-136-100%$10.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—125-125-100%$9.2K———
PlanVest Financial, Inc
N/A—81-81-100%$6.0K———
Hollencrest Capital Management
N/A—48-48-100%$3.5K———
BNP Paribas Financial Markets
N/A—35-35-100%$2.6K———
Bernard Wealth Management Corp.
N/A—23-23-100%$1.7K———
Anchor Bay Capital, Inc.
N/A—22-22-100%$1.6K———
Colonial Trust Advisors
N/A—6-6-100%$440———
Walsh & Associates, LLC
N/A—2-2-100%$147———
Frazier Financial Advisors, LLC
N/A—00—$2———
Heritage Wealth Advisors
N/A—00—$15———
Showing 1946 of 1946 institutions