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Vanguard Ftse Developed ETF (VEA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares114,512,971 from 116,981,979
Change-2,469,008 (-2%)
Value$8.1B (-$249.2M)
Filed 2026-11-02
Wealthfront Advisers LLC
INCREASED
Shares58,354,005 from 58,220,511
Change+133,494 (+0%)
Value$4.1B (-$27.8M)
Filed 2026-11-09
WealthNavi Inc.
INCREASED
Shares50,415,584 from 49,483,539
Change+932,045 (+2%)
Value$3.6M (-$3.5B)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares29,064,270 from 28,400,304
Change+663,966 (+2%)
Value$2.1B (+$28.7M)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares18,188,897 from 15,511,173
Change+2,677,724 (+17%)
Value$1.3B (+$179.1M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares16,271,811 from 16,668,145
Change-396,334 (-2%)
Value$1.1B (-$38.7M)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares13,084,088 from 13,000,607
Change+83,481 (+1%)
Value$923.9M (-$2.4M)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares12,788,719 from 12,907,577
Change-118,858 (-1%)
Value$903.0M (-$16.7M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares12,351,254 from 12,125,742
Change+225,512 (+2%)
Value$872.1M (+$8.2M)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares11,835,617 from 11,632,063
Change+203,554 (+2%)
Value$835.7M (+$6.9M)
Filed 2026-11-10
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares11,564,903 from 11,054,365
Change+510,538 (+5%)
Value$816.6M (+$29.0M)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares10,267,932 from 10,411,578
Change-143,646 (-1%)
Value$725.0M (-$16.8M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares9,214,369 from 9,030,217
Change+184,152 (+2%)
Value$650.6M (+$7.2M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares8,828,612 from 8,817,419
Change+11,193 (+0%)
Value$623.4M (-$4.9M)
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares8,628,251 from 9,551,551
Change-923,300 (-10%)
Value$609.2M (-$71.3M)
Filed 2026-11-06
HBK Sorce Advisory LLC
INCREASED
Shares7,945,124 from 7,886,050
Change+59,074 (+1%)
Value$541.8M (-$28.8M)
Filed 2026-11-06
Country Trust Bank
DECREASED
Shares7,593,701 from 7,598,857
Change-5,156 (0%)
Value$536.2M (-$5.2M)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares6,257,662 from 4,234,171
Change+2,023,491 (+48%)
Value$441.9M (+$140.2M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares5,830,734 from 5,747,711
Change+83,023 (+1%)
Value$411.7M (+$2.2M)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares5,824,638 from 5,272,522
Change+552,116 (+10%)
Value$406.9M (+$32.6M)
Filed 2026-10-09
Keybank National Association
DECREASED
Shares5,520,184 from 6,188,985
Change-668,801 (-11%)
Value$389.8M (-$51.2M)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares5,177,080 from 5,257,397
Change-80,317 (-2%)
Value$365.6M (-$9.0M)
Filed 2026-10-28
Savant Capital, LLC
DECREASED
Shares5,086,432 from 8,233,142
Change-3,146,710 (-38%)
Value$359.2M (-$200.8M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares5,047,113 from 5,088,641
Change-41,528 (-1%)
Value$356.4M (-$6.2M)
Filed 2026-11-05
Bridges Investment Management Inc
INCREASED
Shares4,584,279 from 4,453,914
Change+130,365 (+3%)
Value$323.7M (+$6.4M)
Filed 2026-11-10
Vantagepoint Investment Advisers LLC
DECREASED
Shares4,559,792 from 4,609,141
Change-49,349 (-1%)
Value$322.0M (-$6.4M)
Filed 2026-10-26
TFO Wealth Partners, LLC
DECREASED
Shares4,205,362 from 4,233,276
Change-27,914 (-1%)
Value$296.9M (-$4.7M)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares4,071,099 from 3,516,435
Change+554,664 (+16%)
Value$287.5M (+$36.9M)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,893,996 from 3,999,723
Change-105,727 (-3%)
Value$275.0M (-$10.0M)
Filed 2026-10-23
Farmers & Merchants Investments Inc
INCREASED
Shares3,838,548 from 3,755,844
Change+82,704 (+2%)
Value$271.0M (+$3.4M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares3,735,854 from 3,603,602
Change+132,252 (+4%)
Value$262.9M (+$9.1M)
Filed 2026-10-16
Johnson Financial Group, LLC
INCREASED
Shares3,715,890 from 3,379,862
Change+336,028 (+10%)
Value$262.4M (+$21.6M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares3,655,808 from 3,530,275
Change+125,533 (+4%)
Value$258.1M (+$6.6M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,654,157 from 4,013,947
Change-359,790 (-9%)
Value$258.0K (-$285.7M)
Filed 2026-11-02
BLB&B Advisors, LLC
INCREASED
Shares3,646,566 from 3,576,217
Change+70,349 (+2%)
Value$257.5M (+$2.7M)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares3,626,443 from 3,728,468
Change-102,025 (-3%)
Value$256.1M (-$9.6M)
Filed 2026-11-05
Coldstream Capital Management Inc
INCREASED
Shares3,476,459 from 3,235,751
Change+240,708 (+7%)
Value$245.5M (+$14.9M)
Filed 2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,139,582 from 2,917,758
Change+221,824 (+8%)
Value$221.7M (+$13.8M)
Filed 2026-10-16
Bank of Montreal
INCREASED
Shares3,137,819 from 3,097,927
Change+39,892 (+1%)
Value$221.6M (+$834.1K)
Filed 2026-11-09
Tanglewood Wealth Management, Inc.
INCREASED
Shares2,984,492 from 2,953,730
Change+30,762 (+1%)
Value$210.7M (+$281.7K)
Filed 2026-10-23
Freestone Capital Holdings, LLC
INCREASED
Shares2,963,782 from 2,926,097
Change+37,685 (+1%)
Value$209.3M (+$788.1K)
Filed 2026-11-09
Foster Group, Inc.
INCREASED
Shares2,909,584 from 2,884,528
Change+25,056 (+1%)
Value$205.4M (-$76.9K)
Filed 2026-10-13
Clark Asset Management, LLC
INCREASED
Shares2,878,232 from 2,720,053
Change+158,179 (+6%)
Value$203.2M (+$9.4M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,670,322 from 2,358,435
Change+311,887 (+13%)
Value$185.9M (+$19.3M)
Filed 2026-10-13
Lincoln National Corp
INCREASED
Shares2,651,219 from 2,629,796
Change+21,423 (+1%)
Value$187.2M (-$170.4K)
Filed 2026-11-09
SBI Okasan Asset Management Co.Ltd.
INCREASED
Shares2,591,451 from 1,910,931
Change+680,520 (+36%)
Value$184.5M (+$48.9M)
Filed 2026-11-10
Eastern Bank
INCREASED
Shares2,575,255 from 2,554,511
Change+20,744 (+1%)
Value$181.8M (-$170.2K)
Filed 2026-10-05
Oakworth Capital, Inc.
INCREASED
Shares2,410,220 from 2,400,305
Change+9,915 (+0%)
Value$170.2M (+$82.0K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,402,935 from 2,363,851
Change+39,084 (+2%)
Value$169.7M (+$1.2M)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares2,384,218 from 2,314,212
Change+70,006 (+3%)
Value$168.3M (+$3.5M)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares2,347,348 from 2,246,838
Change+100,510 (+4%)
Value$165.7M (+$5.7M)
Filed 2026-10-27
Citizens Financial Group Inc
INCREASED
Shares2,267,133 from 2,146,728
Change+120,405 (+6%)
Value$160.1M (+$7.1M)
Filed 2026-10-23
Henshaw Capital LLC
NEW
Shares2,266,422
Change+2,266,422
Value$160.0M
Filed 2026-11-03
Steele Capital Management, Inc.
DECREASED
Shares2,218,409 from 2,224,154
Change-5,745 (0%)
Value$156.6M (-$1.8M)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares2,212,542 from 2,774,023
Change-561,481 (-20%)
Value$156.2M (-$41.4M)
Filed 2026-10-08
First Financial Bankshares Inc
DECREASED
Shares2,094,487 from 2,106,653
Change-12,166 (-1%)
Value$147.9M (-$2.2M)
Filed 2026-11-10
Fusion Family Wealth, LLC
INCREASED
Shares2,072,879 from 1,954,410
Change+118,469 (+6%)
Value$146.4M (+$7.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares1,978,442 from 1,138,865
Change+839,577 (+74%)
Value$139.5K (-$81.0M)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares1,947,690 from 1,903,904
Change+43,786 (+2%)
Value$137.5M (+$1.9M)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares1,840,438 from 1,775,418
Change+65,020 (+4%)
Value$130.0M (+$3.5M)
Filed 2026-10-22
Central Trust Co
INCREASED
Shares1,807,841 from 1,687,906
Change+119,935 (+7%)
Value$127.7M (+$7.4M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares1,793,987 from 1,502,910
Change+291,077 (+19%)
Value$126.7M (+$19.6M)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares1,790,910 from 1,779,207
Change+11,703 (+1%)
Value$126.5M (-$312.4K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares1,785,479 from 1,804,841
Change-19,362 (-1%)
Value$126.1M (-$2.5M)
Filed 2026-11-04
Allen Investment Management, LLC
INCREASED
Shares1,778,498 from 1,715,180
Change+63,318 (+4%)
Value$125.6M (+$3.4M)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares1,756,436 from 1,715,376
Change+41,060 (+2%)
Value$124.0M (+$1.8M)
Filed 2026-10-27
AGF Management LTD
DECREASED
Shares1,705,392 from 1,729,995
Change-24,603 (-1%)
Value$120.4M (-$2.8M)
Filed 2026-11-03
Rebalance, LLC
INCREASED
Shares1,674,877 from 1,661,823
Change+13,054 (+1%)
Value$118.3M (-$141.8K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares1,608,841 from 1,570,715
Change+38,126 (+2%)
Value$113.6M (+$1.7M)
Filed 2026-10-29
Apella Capital, LLC
DECREASED
Shares1,607,247 from 1,717,714
Change-110,467 (-6%)
Value$112.9M (-$8.7M)
Filed 2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,598,755 from 1,480,541
Change+118,214 (+8%)
Value$112.9M (+$7.4M)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,593,861 from 1,555,850
Change+38,011 (+2%)
Value$112.5M (+$1.7M)
Filed 2026-11-04
Arbor Investment Advisors, LLC
INCREASED
Shares1,503,710 from 1,462,274
Change+41,436 (+3%)
Value$106.2M (+$2.0M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,482,965 from 1,524,095
Change-41,130 (-3%)
Value$104.7M (-$3.9M)
Filed 2026-10-05
Choreo, LLC
INCREASED
Shares1,436,012 from 1,334,367
Change+101,645 (+8%)
Value$101.4M (+$6.3M)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,408,015 from 1,355,730
Change+52,285 (+4%)
Value$99.4M (+$2.8M)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares1,395,747 from 1,394,427
Change+1,320 (+0%)
Value$98.6M (-$799.2K)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares1,347,643 from 1,153,049
Change+194,594 (+17%)
Value$95.2M (+$13.0M)
Filed 2026-10-26
Sofi Wealth, LLC
INCREASED
Shares1,318,351 from 1,254,919
Change+63,432 (+5%)
Value$93.1M (+$3.7M)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares1,299,966 from 1,245,724
Change+54,242 (+4%)
Value$91.8M (+$3.0M)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares1,253,064 from 1,136,261
Change+116,803 (+10%)
Value$88.5M (+$7.5M)
Filed 2026-10-13
Lockheed Martin Investment Management Co
UNCHANGED
Shares1,250,000 from 1,250,000
Change0 (0%)
Value$88.3M (-$800.0K)
Filed 2026-11-04
Wallington Asset Management, LLC
DECREASED
Shares1,242,197 from 1,249,145
Change-6,948 (-1%)
Value$87.7M (-$1.3M)
Filed 2026-11-04
Sageworth Trust Co
INCREASED
Shares1,231,184 from 1,104,193
Change+126,991 (+12%)
Value$86.9M (+$8.3M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares1,225,774 from 1,137,280
Change+88,494 (+8%)
Value$86.6M (+$5.5M)
Filed 2026-10-28
Human Investing LLC
INCREASED
Shares1,224,319 from 1,223,127
Change+1,192 (+0%)
Value$86.4M (-$698.6K)
Filed 2026-10-19
Bessemer Group Inc
INCREASED
Shares1,217,985 from 1,211,354
Change+6,631 (+1%)
Value$86.0K (-$86.2M)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares1,217,548 from 1,020,670
Change+196,878 (+19%)
Value$86.0M (+$13.2M)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares1,211,236 from 1,133,889
Change+77,347 (+7%)
Value$85.5M (+$4.7M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares1,188,895 from 1,134,424
Change+54,471 (+5%)
Value$83.9M (+$3.1M)
Filed 2026-11-09
New York Life Investment Management LLC
DECREASED
Shares1,188,689 from 1,446,949
Change-258,260 (-18%)
Value$83.9M (-$19.2M)
Filed 2026-11-04
Connecticut Wealth Management, LLC
INCREASED
Shares1,185,281 from 1,184,896
Change+385 (+0%)
Value$83.7M (-$731.2K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares1,176,580 from 1,090,008
Change+86,572 (+8%)
Value$83.1M (+$5.4M)
Filed 2026-10-06
Kathmere Capital Management, LLC
INCREASED
Shares1,156,094 from 1,048,879
Change+107,215 (+10%)
Value$81.6M (+$6.9M)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,150,144 from 1,118,625
Change+31,519 (+3%)
Value$81.2M (+$1.5M)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares1,148,916 from 1,127,134
Change+21,782 (+2%)
Value$81.1M (+$816.7K)
Filed 2026-10-06
Fort Washington Investment Advisors Inc
INCREASED
Shares1,146,817 from 875,725
Change+271,092 (+31%)
Value$81.0M (+$18.6M)
Filed 2026-10-15
Sepio Capital, LP
INCREASED
Shares1,145,802 from 1,076,537
Change+69,265 (+6%)
Value$80.9M (+$4.2M)
Filed 2026-10-22
Oakwell Private Wealth Management, LLC
INCREASED
Shares1,143,403 from 1,062,292
Change+81,111 (+8%)
Value$80.7M (+$5.0M)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares1,132,273 from 1,138,763
Change-6,490 (-1%)
Value$79.9M (-$1.2M)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares1,124,761 from 1,325,531
Change-200,770 (-15%)
Value$79.4M (-$15.0M)
Filed 2026-10-15
Vision Capital Management, Inc.
DECREASED
Shares1,124,377 from 1,131,158
Change-6,781 (-1%)
Value$79.4M (-$1.2M)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares1,102,812 from 1,102,572
Change+240 (+0%)
Value$77.9M (-$688.7K)
Filed 2026-10-23
WestHill Financial Advisors, Inc.
DECREASED
Shares1,091,071 from 1,094,124
Change-3,053 (0%)
Value$77.0M (-$915.8K)
Filed 2026-10-14
Tanager Wealth Management LLP
INCREASED
Shares1,076,186 from 1,074,057
Change+2,129 (+0%)
Value$76.0M (-$537.1K)
Filed 2026-10-19
Trilogy Capital Inc.
INCREASED
Shares1,061,476 from 1,046,829
Change+14,647 (+1%)
Value$75.0M (+$364.3K)
Filed 2026-10-20
Kwmg, LLC
INCREASED
Shares1,057,699 from 1,022,094
Change+35,605 (+3%)
Value$74.7M (+$1.9M)
Filed 2026-10-07
Auto-Owners Insurance Co
UNCHANGED
Shares1,045,750 from 1,045,750
Change0 (0%)
Value$73.8M (-$669.3K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,043,160 from 1,011,182
Change+31,978 (+3%)
Value$73.7M (+$1.6M)
Filed 2026-10-14
LVW Advisors, LLC
DECREASED
Shares1,033,288 from 1,140,123
Change-106,835 (-9%)
Value$73.0M (-$8.3M)
Filed 2026-10-19
Reap Financial Group, LLC
INCREASED
Shares1,028,161 from 986,146
Change+42,015 (+4%)
Value$72.6M (+$2.3M)
Filed 2026-11-02
Strid Group, LLC
INCREASED
Shares1,022,690 from 969,998
Change+52,692 (+5%)
Value$72.2M (+$3.1M)
Filed 2026-10-28
West Financial Advisors, LLC
DECREASED
Shares1,011,908 from 1,026,448
Change-14,540 (-1%)
Value$71.5M (-$1.7M)
Filed 2026-10-22
Charles Schwab Trust Co
INCREASED
Shares1,009,657 from 979,852
Change+29,805 (+3%)
Value$71.3M (+$1.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares1,002,291 from 770,910
Change+231,381 (+30%)
Value$70.8M (+$15.8M)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares995,396 from 1,010,101
Change-14,705 (-1%)
Value$70.3M (-$1.7M)
Filed 2026-11-04
Coyle Financial Counsel LLC
DECREASED
Shares994,726 from 1,011,315
Change-16,589 (-2%)
Value$70.2M (-$1.8M)
Filed 2026-10-28
Lowe Brockenbrough & Co Inc
INCREASED
Shares976,960 from 951,649
Change+25,311 (+3%)
Value$69.0M (+$1.2M)
Filed 2026-11-09
Arvest Investments, Inc.
INCREASED
Shares940,807 from 936,830
Change+3,977 (+0%)
Value$66.4M (-$318.8K)
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares937,044 from 963,172
Change-26,128 (-3%)
Value$66.2M (-$2.5M)
Filed 2026-11-06
Seaside Wealth Management, Inc.
INCREASED
Shares927,069 from 908,819
Change+18,250 (+2%)
Value$65.5M (+$706.9K)
Filed 2026-11-09
Gemmer Asset Management LLC
INCREASED
Shares916,034 from 906,069
Change+9,965 (+1%)
Value$64.7M (+$123.8K)
Filed 2026-10-16
Welch & Forbes LLC
DECREASED
Shares913,247 from 950,233
Change-36,986 (-4%)
Value$64.5M (-$3.2M)
Filed 2026-11-04
Grey Fox Wealth Advisors, LLC
INCREASED
Shares909,412 from 822,286
Change+87,126 (+11%)
Value$64.2M (+$5.6M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares908,798 from 899,556
Change+9,242 (+1%)
Value$64.2M (+$76.9K)
Filed 2026-10-27
Merit Financial Group, LLC
DECREASED
Shares897,572 from 934,207
Change-36,635 (-4%)
Value$63.4M (-$3.2M)
Filed 2026-11-06
Citizens Business Bank
INCREASED
Shares896,964 from 877,904
Change+19,060 (+2%)
Value$63.3M (+$783.9K)
Filed 2026-11-09
Brooklyn FI, LLC
INCREASED
Shares896,225 from 756,154
Change+140,071 (+19%)
Value$63.5M (+$10.2M)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares893,151 from 902,866
Change-9,715 (-1%)
Value$63.1K (-$64.3M)
Filed 2026-11-04
Petredis Investment Advisors LLC
INCREASED
Shares891,361 from 881,443
Change+9,918 (+1%)
Value$62.9M (+$136.2K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares891,342 from 875,203
Change+16,139 (+2%)
Value$62.9M (+$579.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares886,674 from 955,762
Change-69,088 (-7%)
Value$62.6M (-$5.5M)
Filed 2026-11-06
Alps Advisors Inc
DECREASED
Shares886,061 from 931,616
Change-45,555 (-5%)
Value$62.6M (-$3.8M)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares880,265 from 869,861
Change+10,404 (+1%)
Value$62.2M (+$177.9K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
DECREASED
Shares862,689 from 863,734
Change-1,045 (0%)
Value$60.9M (-$626.6K)
Filed 2026-10-05
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares861,470 from 861,421
Change+49 (+0%)
Value$60.8M (-$547.9K)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares859,402 from 790,889
Change+68,513 (+9%)
Value$60.7M (+$4.3M)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares852,510 from 827,709
Change+24,801 (+3%)
Value$60.2M (+$1.2M)
Filed 2026-10-22
Old Mission Investment Co LLC
INCREASED
Shares850,886 from 845,497
Change+5,389 (+1%)
Value$60.1M (-$160.6K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares847,119 from 837,457
Change+9,662 (+1%)
Value$59.8K (-$59.6M)
Filed 2026-10-26
Jacobsen Capital Management
INCREASED
Shares833,834 from 833,132
Change+702 (+0%)
Value$58.9M (-$483.6K)
Filed 2026-10-27
Olio Financial Planning
INCREASED
Shares832,964 from 830,924
Change+2,040 (+0%)
Value$58.8M (-$387.8K)
Filed 2026-10-22
Journey Advisory Group, LLC
INCREASED
Shares832,669 from 796,992
Change+35,677 (+4%)
Value$58.8M (+$2.0M)
Filed 2026-11-04
Keener Financial Planning LLC
INCREASED
Shares829,952 from 824,065
Change+5,887 (+1%)
Value$58.6M (-$111.1K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares825,919 from 449,757
Change+376,162 (+84%)
Value$58.8M (+$26.8M)
Filed 2026-11-06
Warwick Investment Management, Inc.
INCREASED
Shares822,840 from 413,994
Change+408,846 (+99%)
Value$58.1M (+$28.6M)
Filed 2026-10-19
Parker Financial LLC
INCREASED
Shares808,521 from 785,493
Change+23,028 (+3%)
Value$56.9M (+$923.2K)
Filed 2026-11-05
Trust Co
INCREASED
Shares803,966 from 796,341
Change+7,625 (+1%)
Value$56.8M (+$28.7K)
Filed 2026-10-09
Whitcomb & Hess, Inc.
INCREASED
Shares798,473 from 792,120
Change+6,353 (+1%)
Value$56.4M (-$58.3K)
Filed 2026-10-07
Noble Family Wealth, LLC
INCREASED
Shares786,141 from 771,158
Change+14,983 (+2%)
Value$55.5M (+$564.4K)
Filed 2026-10-26
Hanson & Doremus Investment Management
INCREASED
Shares785,092 from 762,468
Change+22,624 (+3%)
Value$55.4K (-$54.3M)
Filed 2026-10-16
First Bank & Trust
UNCHANGED
Shares776,743 from 776,743
Change0 (0%)
Value$54.8M (-$497.1K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares776,666 from 736,827
Change+39,839 (+5%)
Value$54.8M (+$2.3M)
Filed 2026-11-02
Nadler Financial Group, Inc.
DECREASED
Shares773,302 from 778,567
Change-5,265 (-1%)
Value$54.6M (-$870.1K)
Filed 2026-10-23
Partners in Financial Planning
DECREASED
Shares760,519 from 771,756
Change-11,237 (-1%)
Value$53.7M (-$1.3M)
Filed 2026-11-06
Rakuten Investment Management, Inc.
INCREASED
Shares752,839 from 694,424
Change+58,415 (+8%)
Value$53.6M (+$4.3M)
Filed 2026-10-30
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares747,375 from 745,582
Change+1,793 (+0%)
Value$52.8M (-$350.5K)
Filed 2026-10-15
Matrix Trust Co
DECREASED
Shares743,918 from 744,374
Change-456 (0%)
Value$52.5K (-$509)
Filed 2026-10-07
Leavell Investment Management, Inc.
INCREASED
Shares738,933 from 609,022
Change+129,911 (+21%)
Value$52.2M (+$8.8M)
Filed 2026-11-09
Inlight Wealth Management, LLC
INCREASED
Shares734,774 from 689,068
Change+45,706 (+7%)
Value$51.9M (+$2.8M)
Filed 2026-10-21
SoundView Advisors Inc.
INCREASED
Shares731,012 from 717,468
Change+13,544 (+2%)
Value$51.6K (-$51.1M)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares730,308 from 474,958
Change+255,350 (+54%)
Value$51.6M (+$17.7M)
Filed 2026-11-09
Ashurst Perkins Coie Trust Co
DECREASED
Shares730,011 from 738,394
Change-8,383 (-1%)
Value$51.5M (-$1.1M)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares723,689 from 703,640
Change+20,049 (+3%)
Value$51.1M (+$965.3K)
Filed 2026-11-05
Wolff Financial Management LLC
INCREASED
Shares702,967 from 701,967
Change+1,000 (+0%)
Value$49.6M (-$378.7K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares701,323 from 687,039
Change+14,284 (+2%)
Value$49.5M (+$569.0K)
Filed 2026-10-28
Discipline Wealth Solutions, LLC
INCREASED
Shares699,721 from 647,837
Change+51,884 (+8%)
Value$49.4M (+$3.2M)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED
Shares697,050 from 662,188
Change+34,862 (+5%)
Value$49.2M (+$2.0M)
Filed 2026-10-20
Nelson Capital Management, LLC
INCREASED
Shares696,263 from 694,445
Change+1,818 (+0%)
Value$49.2M (-$316.1K)
Filed 2026-11-09
Attessa Capital LLC
INCREASED
Shares696,154 from 660,376
Change+35,778 (+5%)
Value$49.2M (+$2.1M)
Filed 2026-10-09
Roble, Belko & Company, Inc
DECREASED
Shares691,774 from 722,252
Change-30,478 (-4%)
Value$48.8K (-$51.4M)
Filed 2026-11-09
Integris Wealth Management, LLC
INCREASED
Shares690,119 from 623,449
Change+66,670 (+11%)
Value$48.7M (+$4.3M)
Filed 2026-10-14
Fiera Capital Corp
INCREASED
Shares687,420 from 506,560
Change+180,860 (+36%)
Value$48.5M (+$12.4M)
Filed 2026-11-06
Financial Advisory Corp
DECREASED
Shares683,810 from 688,765
Change-4,955 (-1%)
Value$48.3M (-$790.7K)
Filed 2026-10-14
SilverOak Wealth Management LLC
INCREASED
Shares666,484 from 621,712
Change+44,772 (+7%)
Value$47.1M (+$2.8M)
Filed 2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares665,972 from 508,061
Change+157,911 (+31%)
Value$47.0M (+$10.8M)
Filed 2026-10-30
William Mack & Associates, Inc.
INCREASED
Shares664,902 from 596,739
Change+68,163 (+11%)
Value$46.9M (+$4.4M)
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares664,736 from 673,164
Change-8,428 (-1%)
Value$46.9M (-$1.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares662,830 from 506,314
Change+156,516 (+31%)
Value$46.2M (+$10.7M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares662,830 from 506,314
Change+156,516 (+31%)
Value$46.2M (+$10.7M)
Filed 2026-10-20
Sage Mountain Advisors LLC
INCREASED
Shares659,763 from 622,002
Change+37,761 (+6%)
Value$46.6M (+$2.3M)
Filed 2026-11-02
Bokf, NA
DECREASED
Shares657,714 from 1,190,853
Change-533,139 (-45%)
Value$46.4M (-$38.4M)
Filed 2026-10-27
Harbour Investments, Inc.
DECREASED
Shares657,400 from 764,009
Change-106,609 (-14%)
Value$46.4M (-$8.0M)
Filed 2026-11-09
Avior Wealth Management, LLC
INCREASED
Shares656,975 from 645,233
Change+11,742 (+2%)
Value$46.4M (+$535.7K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED
Shares656,969 from 663,218
Change-6,249 (-1%)
Value$46.4M (-$866.6K)
Filed 2026-11-05
Penobscot Wealth Management
INCREASED
Shares656,714 from 631,743
Change+24,971 (+4%)
Value$46.4M (+$1.4M)
Filed 2026-10-21
Wiser Wealth Management, Inc
INCREASED
Shares654,321 from 630,260
Change+24,061 (+4%)
Value$46.2M (+$1.3M)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
INCREASED
Shares649,613 from 646,109
Change+3,504 (+1%)
Value$45.9M (-$166.1K)
Filed 2026-10-08
GP Brinson Investments LLC
DECREASED
Shares643,764 from 777,776
Change-134,012 (-17%)
Value$45.5M (-$10.0M)
Filed 2026-10-01
Precedent Wealth Partners, LLC
INCREASED
Shares637,303 from 574,081
Change+63,222 (+11%)
Value$45.0M (+$4.1M)
Filed 2026-10-21
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares626,462 from 614,911
Change+11,551 (+2%)
Value$44.2M (+$422.1K)
Filed 2026-10-08
Wealth Architects, LLC
DECREASED
Shares622,644 from 672,455
Change-49,811 (-7%)
Value$44.0M (-$3.9M)
Filed 2026-11-03
Evolution Advisers, Inc.
INCREASED
Shares620,723 from 616,125
Change+4,598 (+1%)
Value$43.0M (-$881.1K)
Filed 2026-11-06
Weitzel Financial Services, Inc.
INCREASED
Shares620,289 from 614,381
Change+5,908 (+1%)
Value$44.0M (+$594.6K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares615,699 from 271,173
Change+344,526 (+127%)
Value$43.5M (+$24.2M)
Filed 2026-10-26
Praetorian Wealth Management, Inc.
INCREASED
Shares611,159 from 607,698
Change+3,461 (+1%)
Value$43.2M (-$144.3K)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares606,340 from 603,744
Change+2,596 (+0%)
Value$42.8M (-$203.1K)
Filed 2026-10-21
BIP Wealth, LLC
INCREASED
Shares600,584 from 586,010
Change+14,574 (+2%)
Value$42.4M (+$654.0K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares598,587 from 578,442
Change+20,145 (+3%)
Value$42.3M (+$1.1M)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares597,541 from 565,404
Change+32,137 (+6%)
Value$42.2M (+$1.9M)
Filed 2026-10-21
Argent Trust Co
INCREASED
Shares591,145 from 547,446
Change+43,699 (+8%)
Value$41.7M (+$2.7M)
Filed 2026-11-09
Meridian Management Co
DECREASED
Shares587,707 from 590,999
Change-3,292 (-1%)
Value$41.5M (-$610.7K)
Filed 2026-11-06
Mascoma Wealth Management LLC
INCREASED
Shares586,155 from 580,644
Change+5,511 (+1%)
Value$41.4M (+$17.5K)
Filed 2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares584,724 from 589,493
Change-4,769 (-1%)
Value$41.3M (-$714.1K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares584,470 from 598,073
Change-13,603 (-2%)
Value$41.3M (-$1.3M)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares582,921 from 531,764
Change+51,157 (+10%)
Value$41.2M (+$3.3M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares574,205 from 567,803
Change+6,402 (+1%)
Value$40.5M (+$88.6K)
Filed 2026-11-06
Abacus Planning Group, Inc.
INCREASED
Shares570,658 from 547,917
Change+22,741 (+4%)
Value$40.3M (+$1.3M)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares570,397 from 291,283
Change+279,114 (+96%)
Value$40.3M (+$19.5M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares565,376 from 575,288
Change-9,912 (-2%)
Value$39.9M (-$1.1M)
Filed 2026-10-08
Cambridge Advisors Inc.
INCREASED
Shares559,745 from 556,878
Change+2,867 (+1%)
Value$39.5M (-$154.0K)
Filed 2026-10-19
Eagle Strategies LLC
INCREASED
Shares553,936 from 526,378
Change+27,558 (+5%)
Value$39.1M (+$1.6M)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares552,539 from 514,683
Change+37,856 (+7%)
Value$39.0M (+$2.3M)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares549,828 from 543,085
Change+6,743 (+1%)
Value$38.8M (+$128.5K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
INCREASED
Shares546,999 from 532,635
Change+14,364 (+3%)
Value$38.6M (+$673.3K)
Filed 2026-10-23
Advocate Group LLC
INCREASED
Shares545,460 from 529,920
Change+15,540 (+3%)
Value$38.5M (+$758.1K)
Filed 2026-10-19
Prosperity Advisers, LLC
INCREASED
Shares536,893 from 518,133
Change+18,760 (+4%)
Value$37.9M (+$993.0K)
Filed 2026-10-28
Abound Wealth Management
INCREASED
Shares535,870 from 521,591
Change+14,279 (+3%)
Value$37.8M (+$674.4K)
Filed 2026-10-26
Equita Financial Network, Inc.
INCREASED
Shares534,829 from 516,519
Change+18,310 (+4%)
Value$37.8M (+$962.3K)
Filed 2026-10-19
Northeast Investment Management
INCREASED
Shares533,972 from 512,747
Change+21,225 (+4%)
Value$37.7M (+$1.2M)
Filed 2026-10-30
Cardiff Park Advisors, LLC
INCREASED
Shares532,524 from 519,321
Change+13,203 (+3%)
Value$37.6M (+$600.0K)
Filed 2026-11-09
Jnba Financial Advisors
DECREASED
Shares531,298 from 535,325
Change-4,027 (-1%)
Value$37.5M (-$627.0K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares529,193 from 531,768
Change-2,575 (0%)
Value$37.4M (-$522.2K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED
Shares529,138 from 527,002
Change+2,136 (+0%)
Value$37.4M (-$186.5K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares523,978 from 502,897
Change+21,081 (+4%)
Value$36.3M (+$480.3K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
DECREASED
Shares522,763 from 586,614
Change-63,851 (-11%)
Value$36.9M (-$4.9M)
Filed 2026-11-04
First Premier Bank
INCREASED
Shares521,661 from 518,011
Change+3,650 (+1%)
Value$36.8K (-$73)
Filed 2026-10-13
Affiance Financial, LLC
INCREASED
Shares521,404 from 520,621
Change+783 (+0%)
Value$36.8M (-$277.9K)
Filed 2026-10-15
Tompkins Financial Corp
INCREASED
Shares516,490 from 506,473
Change+10,017 (+2%)
Value$36.5M (+$383.2K)
Filed 2026-10-05
Berkshire Money Management, Inc.
INCREASED
Shares513,955 from 481,545
Change+32,410 (+7%)
Value$36.3M (+$2.0M)
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares511,102 from 508,227
Change+2,875 (+1%)
Value$36.1M (-$122.3K)
Filed 2026-11-03
St. Louis Trust Co
INCREASED
Shares510,344 from 508,456
Change+1,888 (+0%)
Value$36.0M (+$24.2M)
Filed 2026-11-03
VCI Wealth Management LLC
INCREASED
Shares504,344 from 482,387
Change+21,957 (+5%)
Value$35.6M (+$1.2M)
Filed 2026-10-29
Arcadia Wealth Management, LLC
DECREASED
Shares502,593 from 555,333
Change-52,740 (-9%)
Value$35.5M (-$4.1M)
Filed 2026-10-22
Ballentine Capital Advisors, Inc
INCREASED
Shares500,537 from 496,007
Change+4,530 (+1%)
Value$35.3M (+$2.4K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares498,637
Change+498,637
Value$35.2M
Filed 2026-11-02
Aufman Associates Inc
INCREASED
Shares497,548 from 493,332
Change+4,216 (+1%)
Value$35.1M (-$18.0K)
Filed 2026-11-04
Cypress Financial Planning LLC
DECREASED
Shares486,271 from 490,368
Change-4,097 (-1%)
Value$34.3M (-$603.1K)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares484,677 from 496,567
Change-11,890 (-2%)
Value$34.2M (-$1.2M)
Filed 2026-10-15
Montis Financial, LLC
INCREASED
Shares482,580 from 478,810
Change+3,770 (+1%)
Value$34.1M (-$40.3K)
Filed 2026-11-04
Myecfo, LLC
INCREASED
Shares478,746 from 472,297
Change+6,449 (+1%)
Value$33.8M (+$153.1K)
Filed 2026-10-14
TrustBank
INCREASED
Shares478,627 from 450,418
Change+28,209 (+6%)
Value$33.8M (+$1.7M)
Filed 2026-10-20
Garde Capital, Inc.
DECREASED
Shares476,241 from 486,096
Change-9,855 (-2%)
Value$33.6M (-$1.0M)
Filed 2026-10-29
SigFig Wealth Management, LLC
DECREASED
Shares474,485 from 476,632
Change-2,147 (0%)
Value$33.5M (-$299.1K)
Filed 2026-10-07
Bellwether Advisors, LLC
INCREASED
Shares469,005 from 461,032
Change+7,973 (+2%)
Value$33.1M (+$267.9K)
Filed 2026-11-09
1900 Wealth Management LLC
INCREASED
Shares468,346 from 464,462
Change+3,884 (+1%)
Value$33.1M (-$23.0K)
Filed 2026-10-13
United Financial Planning Group LLC
INCREASED
Shares467,050 from 450,640
Change+16,410 (+4%)
Value$33.1M (+$949.6K)
Filed 2026-11-04
Hassell Wealth Management, LLC
INCREASED
Shares463,229 from 456,440
Change+6,789 (+1%)
Value$32.7M (+$602.6K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares460,325 from 445,510
Change+14,815 (+3%)
Value$32.5M (+$761.0K)
Filed 2026-10-14
Axos Invest Inc.
DECREASED
Shares454,974 from 468,067
Change-13,093 (-3%)
Value$32.1M (-$1.2M)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares452,099 from 363,090
Change+89,009 (+25%)
Value$31.9M (+$6.1M)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares450,986 from 445,636
Change+5,350 (+1%)
Value$31.8M (+$92.6K)
Filed 2026-10-20
Heritage Trust Co
DECREASED
Shares446,501 from 448,608
Change-2,107 (0%)
Value$31.5M (-$435.9K)
Filed 2026-11-09
Arlington Partners LLC
INCREASED
Shares444,349 from 298,007
Change+146,342 (+49%)
Value$31.4M (+$10.1M)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED
Shares442,646 from 441,569
Change+1,077 (+0%)
Value$31.3M (-$206.6K)
Filed 2026-10-19
Drive Wealth Management, LLC
INCREASED
Shares440,448 from 411,307
Change+29,141 (+7%)
Value$31.1M (+$1.8M)
Filed 2026-11-09
Hurlow Wealth Management Group, Inc.
INCREASED
Shares438,907 from 436,379
Change+2,528 (+1%)
Value$31.0M (-$100.8K)
Filed 2026-10-29
Fairway Wealth LLC
INCREASED
Shares438,615 from 386,634
Change+51,981 (+13%)
Value$31.0M (+$3.4M)
Filed 2026-10-30
71 West Capital Partners
DECREASED
Shares438,257 from 441,918
Change-3,661 (-1%)
Value$30.9M (-$541.3K)
Filed 2026-11-04
Pinnacle Associates LTD
INCREASED
Shares435,868 from 429,486
Change+6,382 (+1%)
Value$30.8M (+$175.7K)
Filed 2026-10-20
Kanawha Capital Management LLC
INCREASED
Shares433,797 from 431,372
Change+2,425 (+1%)
Value$30.6M (-$104.8K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares431,799 from 414,301
Change+17,498 (+4%)
Value$30.7M (+$1.4M)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares431,159 from 404,895
Change+26,264 (+6%)
Value$30.4M (+$1.6M)
Filed 2026-10-21
Bear Mountain Capital, Inc.
INCREASED
Shares426,837 from 420,237
Change+6,600 (+2%)
Value$29.7M (-$7.9K)
Filed 2026-11-04
Stephenson & Company, Inc.
INCREASED
Shares426,156 from 420,205
Change+5,951 (+1%)
Value$30.1M (+$151.3K)
Filed 2026-10-30
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares424,087 from 416,823
Change+7,264 (+2%)
Value$29.9M (+$246.1K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares423,778 from 423,984
Change-206 (0%)
Value$29.9M (+$97.2K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares421,086 from 415,569
Change+5,517 (+1%)
Value$29.7M (+$123.6K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares414,361 from 399,211
Change+15,150 (+4%)
Value$29.3M (+$814.3K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
DECREASED
Shares413,835 from 537,227
Change-123,392 (-23%)
Value$29.2M (-$9.1M)
Filed 2026-10-20
Capital Asset Advisory Services LLC
INCREASED
Shares413,582 from 383,119
Change+30,463 (+8%)
Value$28.6M (+$1.3M)
Filed 2026-10-30
Brucke Financial, Inc.
INCREASED
Shares409,843 from 392,895
Change+16,948 (+4%)
Value$28.9M (+$945.3K)
Filed 2026-10-23
Level Wealth Management LLC
INCREASED
Shares407,350 from 399,419
Change+7,931 (+2%)
Value$28.8M (+$304.4K)
Filed 2026-10-23
Principal Financial Group Inc
INCREASED
Shares405,655 from 403,894
Change+1,761 (+0%)
Value$28.6M (-$134.1K)
Filed 2026-11-02
Twele Capital Management, Inc.
DECREASED
Shares403,733 from 404,555
Change-822 (0%)
Value$28.5M (-$317.0K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares402,552 from 390,029
Change+12,523 (+3%)
Value$28.0M (+$744.8K)
Filed 2026-11-03
Anderson Hoagland & Co
INCREASED
Shares400,249 from 390,820
Change+9,429 (+2%)
Value$27.7M (-$124.6K)
Filed 2026-10-23
Park National Corp
INCREASED
Shares399,440 from 210,568
Change+188,872 (+90%)
Value$28.2M (+$13.2M)
Filed 2026-10-05
KRM Wealth Management L.L.C.
DECREASED
Shares396,182 from 401,505
Change-5,323 (-1%)
Value$28.0M (-$632.8K)
Filed 2026-11-02
Pittenger & Anderson Inc
DECREASED
Shares396,035 from 457,159
Change-61,124 (-13%)
Value$28.0M (-$4.6M)
Filed 2026-11-02
Amara Financial, Llc.
INCREASED
Shares393,839 from 383,828
Change+10,011 (+3%)
Value$27.8M (+$461.3K)
Filed 2026-11-09
Buck Wealth Strategies, LLC
INCREASED
Shares392,513 from 381,159
Change+11,354 (+3%)
Value$27.7M (+$557.8K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares392,250 from 403,485
Change-11,235 (-3%)
Value$27.7M (-$1.1M)
Filed 2026-10-22
Jordan Park Group LLC
DECREASED
Shares391,191 from 421,224
Change-30,033 (-7%)
Value$27.6M (-$2.4M)
Filed 2026-11-06
Rossmore Private Capital
DECREASED
Shares390,252 from 396,688
Change-6,436 (-2%)
Value$27.6M (-$708.3K)
Filed 2026-10-27
Gill Capital Partners, LLC
INCREASED
Shares390,223 from 369,453
Change+20,770 (+6%)
Value$27.6M (+$1.2M)
Filed 2026-10-13
Level Financial Advisors
DECREASED
Shares390,155 from 485,706
Change-95,551 (-20%)
Value$27.5M (-$7.1M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares389,184 from 384,653
Change+4,531 (+1%)
Value$27.5M (+$73.7K)
Filed 2026-10-23
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares385,668 from 289,637
Change+96,031 (+33%)
Value$27.2M (+$6.6M)
Filed 2026-10-15
One Degree Advisors Inc
INCREASED
Shares384,584 from 379,221
Change+5,363 (+1%)
Value$27.3M (+$27.3M)
Filed 2026-11-06
Balentine LLC
DECREASED
Shares381,903 from 403,837
Change-21,934 (-5%)
Value$27.0M (-$1.8M)
Filed 2026-11-03
Guardian Wealth Advisors, LLC
INCREASED
Shares377,650 from 363,141
Change+14,509 (+4%)
Value$26.4M (+$516.4K)
Filed 2026-10-30
Rareview Capital LLC
INCREASED
Shares375,961 from 338,468
Change+37,493 (+11%)
Value$26.5M (+$7.3M)
Filed 2026-11-05
Hudock, Inc.
INCREASED
Shares375,670 from 372,797
Change+2,873 (+1%)
Value$26.5M (-$35.7K)
Filed 2026-10-14
Northern Lights Advisors, Inc.
DECREASED
Shares375,566 from 383,239
Change-7,673 (-2%)
Value$26.5M (-$787.1K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares374,487 from 372,838
Change+1,649 (+0%)
Value$26.4M (-$122.1K)
Filed 2026-10-21
Burkett Financial Services, LLC
INCREASED
Shares374,265 from 373,697
Change+568 (+0%)
Value$26.4M (-$199.1K)
Filed 2026-10-01
Rinkey Investments
INCREASED
Shares373,441 from 330,467
Change+42,974 (+13%)
Value$26.4M (+$2.8M)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
INCREASED
Shares368,838 from 302,571
Change+66,267 (+22%)
Value$26.0M (+$4.5M)
Filed 2026-10-15
Chesley Taft & Associates LLC
INCREASED
Shares361,112 from 355,041
Change+6,071 (+2%)
Value$25.5M (+$201.4K)
Filed 2026-10-13
Scott Capital Advisors, LLC
INCREASED
Shares360,563 from 311,565
Change+48,998 (+16%)
Value$25.3M (+$3.1M)
Filed 2026-10-13
Aletheian Wealth Advisors LLC
INCREASED
Shares360,296 from 345,857
Change+14,439 (+4%)
Value$25.4M (+$798.2K)
Filed 2026-10-08
Orin Green Financial, LLC
DECREASED
Shares359,351 from 364,728
Change-5,377 (-1%)
Value$25.4M (-$613.1K)
Filed 2026-10-19
Chilton Capital Management LLC
INCREASED
Shares357,380 from 354,201
Change+3,179 (+1%)
Value$25.2M (-$2.2K)
Filed 2026-10-28
Motive Wealth Advisors
INCREASED
Shares354,129 from 353,513
Change+616 (+0%)
Value$25.0M (-$182.7K)
Filed 2026-10-26
Echo45 Advisors LLC
INCREASED
Shares351,516 from 350,353
Change+1,163 (+0%)
Value$24.8M (-$142.1K)
Filed 2026-10-07
Penney Financial, LLC
INCREASED
Shares349,810 from 342,359
Change+7,451 (+2%)
Value$24.7M (+$307.0K)
Filed 2026-10-20
Warner Financial, Inc
INCREASED
Shares348,472 from 333,534
Change+14,938 (+4%)
Value$24.6M (+$841.3K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares347,261 from 38,535
Change+308,726 (+801%)
Value$24.5M (+$21.8M)
Filed 2026-10-16
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares346,008 from 350,814
Change-4,806 (-1%)
Value$24.4M (-$563.9K)
Filed 2026-11-09
Yankcom Partnership
INCREASED
Shares344,724 from 323,586
Change+21,138 (+7%)
Value$24.3M (+$1.3M)
Filed 2026-10-15
PFG Private Wealth Management, LLC
INCREASED
Shares342,286 from 339,630
Change+2,656 (+1%)
Value$24.2M (-$29.9K)
Filed 2026-10-15
Payne Capital Management, LLC
DECREASED
Shares342,065 from 349,447
Change-7,382 (-2%)
Value$25.1M (+$223.1K)
Filed 2026-11-09
True North Advisors, LLC
INCREASED
Shares341,816 from 316,111
Change+25,705 (+8%)
Value$24.1M (+$1.6M)
Filed 2026-10-22
Coastline Trust Co
INCREASED
Shares337,792 from 327,318
Change+10,474 (+3%)
Value$23.9M (+$530.1K)
Filed 2026-10-01
Asset Allocation Strategies LLC
INCREASED
Shares336,881 from 278,220
Change+58,661 (+21%)
Value$23.8M (+$4.0M)
Filed 2026-10-20
Vilga Financial Planning LLC
INCREASED
Shares334,906 from 331,981
Change+2,925 (+1%)
Value$23.6M (-$5.9K)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares334,443 from 354,425
Change-19,982 (-6%)
Value$23.6M (-$1.6M)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares332,935 from 327,485
Change+5,450 (+2%)
Value$23.5M (+$175.2K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares332,611 from 309,577
Change+23,034 (+7%)
Value$23.5M (+$1.4M)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares331,071 from 190,303
Change+140,768 (+74%)
Value$23.4M (+$9.8M)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares329,785 from 328,571
Change+1,214 (+0%)
Value$23.3M (-$124.5K)
Filed 2026-11-03
Kearns & Associates LLC
INCREASED
Shares328,777 from 328,694
Change+83 (+0%)
Value$23.2M (-$204.5K)
Filed 2026-10-09
MBM Wealth Consultants, LLC
INCREASED
Shares326,037 from 314,916
Change+11,121 (+4%)
Value$23.0M (+$583.7K)
Filed 2026-10-20
Jmac Enterprises LLC
INCREASED
Shares325,440 from 322,686
Change+2,754 (+1%)
Value$23.0M (-$12.1K)
Filed 2026-10-30
Arcataur Capital Management LLC
INCREASED
Shares325,278 from 321,096
Change+4,182 (+1%)
Value$23.0M (+$89.8K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares324,699 from 298,618
Change+26,081 (+9%)
Value$22.9M (+$1.7M)
Filed 2026-10-26
Atmos Advisory, LLC
INCREASED
Shares321,626 from 319,977
Change+1,649 (+1%)
Value$22.7M (-$88.3K)
Filed 2026-10-06
Bay Harbor Wealth Management, LLC
INCREASED
Shares321,579 from 314,757
Change+6,822 (+2%)
Value$22.7M (+$280.2K)
Filed 2026-11-03
HT Partners LLC
DECREASED
Shares320,237 from 320,380
Change-143 (0%)
Value$22.6M (-$215.1K)
Filed 2026-10-20
SouthState Bank Corp
INCREASED
Shares319,079 from 236,472
Change+82,607 (+35%)
Value$22.5M (+$5.7M)
Filed 2026-11-09
Fifth Third Wealth Advisors LLC
INCREASED
Shares316,675 from 299,510
Change+17,165 (+6%)
Value$22.4M (+$1.0M)
Filed 2026-10-22
Upper Left Wealth Management, LLC
INCREASED
Shares315,423 from 47,357
Change+268,066 (+566%)
Value$22.3M (+$18.9M)
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares314,076 from 316,442
Change-2,366 (-1%)
Value$22.2M (-$369.6K)
Filed 2026-11-02
Marathon Mission, Inc.
INCREASED
Shares313,945 from 311,245
Change+2,700 (+1%)
Value$22.2M (-$8.6K)
Filed 2026-10-01
Camden National Bank
INCREASED
Shares312,838 from 294,267
Change+18,571 (+6%)
Value$22.1M (+$1.1M)
Filed 2026-11-02
Aspire Private Capital, LLC
DECREASED
Shares310,720 from 322,565
Change-11,845 (-4%)
Value$21.9M (-$1.0M)
Filed 2026-11-05
McCarley & Cook Financial Planners
INCREASED
Shares310,587 from 302,734
Change+7,853 (+3%)
Value$21.9M (+$360.7K)
Filed 2026-10-21
Enclave Advisors LLC
INCREASED
Shares307,945 from 288,183
Change+19,762 (+7%)
Value$21.7M (+$1.2M)
Filed 2026-10-14
Rodgers & Associates, LTD
INCREASED
Shares307,497 from 305,643
Change+1,854 (+1%)
Value$21.7M (-$64.7K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares307,369 from 284,318
Change+23,051 (+8%)
Value$21.7M (+$1.4M)
Filed 2026-11-03
Bailard, Inc.
DECREASED
Shares307,089 from 311,806
Change-4,717 (-2%)
Value$21.7M (-$532.6K)
Filed 2026-10-13
Latigo Investments, LLC
UNCHANGED
Shares306,975 from 306,975
Change0 (0%)
Value$21.7M (-$196.5K)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares303,565 from 288,751
Change+14,814 (+5%)
Value$21.4M (+$861.2K)
Filed 2026-11-03
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares302,975 from 293,551
Change+9,424 (+3%)
Value$21.4M (+$477.6K)
Filed 2026-10-22
Thayer Partners, LLC / MA
DECREASED
Shares302,803 from 305,387
Change-2,584 (-1%)
Value$21.4M (-$377.9K)
Filed 2026-11-06
Refined Wealth Management
INCREASED
Shares302,006 from 280,248
Change+21,758 (+8%)
Value$21.3M (+$1.4M)
Filed 2026-10-13
Summit Wealth Group, LLC
DECREASED
Shares301,236 from 303,158
Change-1,922 (-1%)
Value$21.3M (-$329.7K)
Filed 2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares300,790 from 293,192
Change+7,598 (+3%)
Value$21.2M (+$348.8K)
Filed 2026-10-13
ADE, LLC
INCREASED
Shares299,879 from 293,441
Change+6,438 (+2%)
Value$21.2M (+$266.8K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares299,043 from 296,078
Change+2,965 (+1%)
Value$21.1M (+$19.9K)
Filed 2026-10-08
Carrera Capital Advisors
INCREASED
Shares294,160 from 276,585
Change+17,575 (+6%)
Value$20.8M (+$1.1M)
Filed 2026-11-03
Whitegate Investment Counselors, Inc.
INCREASED
Shares293,185 from 289,753
Change+3,432 (+1%)
Value$20.7M (+$56.9K)
Filed 2026-11-02
Sterling Wealth Management, Inc.
INCREASED
Shares291,605 from 284,974
Change+6,631 (+2%)
Value$20.6M (+$285.8K)
Filed 2026-10-23
Matrix Asset Advisors Inc
INCREASED
Shares290,612 from 280,863
Change+9,749 (+3%)
Value$20.5M (+$508.7K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares287,453 from 255,269
Change+32,184 (+13%)
Value$20.3M (+$2.1M)
Filed 2026-11-03
White Wing Wealth Management
DECREASED
Shares286,404 from 288,188
Change-1,784 (-1%)
Value$20.2M (-$310.4K)
Filed 2026-11-09
Green Ridge Wealth Planning LLC
INCREASED
Shares285,552 from 271,931
Change+13,621 (+5%)
Value$20.2M (+$787.7K)
Filed 2026-10-08
1834 Investment Advisors Co
INCREASED
Shares280,654 from 272,328
Change+8,326 (+3%)
Value$19.8M (+$413.6K)
Filed 2026-10-16
Kings Path Partners LLC
DECREASED
Shares278,931 from 280,883
Change-1,952 (-1%)
Value$19.7M (-$317.6K)
Filed 2026-10-21
Cambridge Capital Management, LLC
DECREASED
Shares278,820 from 282,735
Change-3,915 (-1%)
Value$19.7M (-$457.4K)
Filed 2026-10-19
Towerpoint Wealth, LLC
INCREASED
Shares277,531 from 265,509
Change+12,022 (+5%)
Value$19.6M (+$678.9K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares272,461 from 229,104
Change+43,357 (+19%)
Value$19.2M (+$2.9M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares270,950 from 264,808
Change+6,142 (+2%)
Value$19.1M (+$264.2K)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares270,718 from 276,732
Change-6,014 (-2%)
Value$19.1M (-$601.7K)
Filed 2026-11-05
Rochester Wealth Strategies, LLC
INCREASED
Shares270,122 from 262,284
Change+7,838 (+3%)
Value$19.1M (+$385.6K)
Filed 2026-11-03
Western Reserve Capital Management, LLC
INCREASED
Shares269,832 from 265,276
Change+4,556 (+2%)
Value$19.1M (+$151.9K)
Filed 2026-10-14
Riversedge Advisors, LLC
DECREASED
Shares268,475 from 268,893
Change-418 (0%)
Value$19.0M (-$201.6K)
Filed 2026-10-09
Nwam LLC
INCREASED
Shares268,014 from 228,862
Change+39,152 (+17%)
Value$18.9M (+$2.6M)
Filed 2026-11-09
Gordian Advisors LLC
INCREASED
Shares267,917 from 266,782
Change+1,135 (+0%)
Value$18.9M (-$90.6K)
Filed 2026-10-30
Greenwood Gearhart LLC
DECREASED
Shares267,411 from 273,107
Change-5,696 (-2%)
Value$18.9M (-$577.0K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares267,272 from 313,295
Change-46,023 (-15%)
Value$18.9M (-$3.4M)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares264,717 from 274,895
Change-10,178 (-4%)
Value$18.7M (-$894.6K)
Filed 2026-10-23
RFG Holdings, Inc.
INCREASED
Shares264,226 from 225,297
Change+38,929 (+17%)
Value$17.4M (+$1.3M)
Filed 2026-10-30
MSH Capital Advisors LLC
INCREASED
Shares264,125 from 262,705
Change+1,420 (+1%)
Value$18.6M (-$67.8K)
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares263,920 from 234,410
Change+29,510 (+13%)
Value$18.6M (+$1.9M)
Filed 2026-10-26
Associated Banc-Corp
INCREASED
Shares263,225 from 211,295
Change+51,930 (+25%)
Value$18.6M (+$3.5M)
Filed 2026-10-30
Silver OAK Wealth Advisors Services, LLC
INCREASED
Shares261,276 from 12,711
Change+248,565 (+1956%)
Value$18.4M (+$17.5M)
Filed 2026-11-09
Allstreet Capital Advisors LLC
INCREASED
Shares260,843 from 259,789
Change+1,054 (+0%)
Value$18.4M (-$91.9K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares259,029 from 251,128
Change+7,901 (+3%)
Value$18.3M (+$397.0K)
Filed 2026-10-16
Certuity, LLC
INCREASED
Shares258,214 from 216,406
Change+41,808 (+19%)
Value$18.2M (+$2.8M)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
INCREASED
Shares257,909 from 257,741
Change+168 (+0%)
Value$18.2M (-$153.1K)
Filed 2026-10-27
Fund Evaluation Group, LLC
INCREASED
Shares256,715 from 222,587
Change+34,128 (+15%)
Value$18.1M (+$2.3M)
Filed 2026-11-05
Hiley Hunt Wealth Management
INCREASED
Shares256,008 from 250,564
Change+5,444 (+2%)
Value$18.1M (+$224.0K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares254,970 from 316,001
Change-61,031 (-19%)
Value$18.0M (-$2.2M)
Filed 2026-10-13
First Horizon Corp
INCREASED
Shares254,200 from 237,847
Change+16,353 (+7%)
Value$17.9M (+$1.0M)
Filed 2026-10-26
FMA Wealth Management, LLC
DECREASED
Shares252,964 from 253,441
Change-477 (0%)
Value$17.9M (-$195.9K)
Filed 2026-10-21
Beacon Financial Strategies Corp
INCREASED
Shares252,954 from 235,150
Change+17,804 (+8%)
Value$17.9M (+$1.1M)
Filed 2026-10-14
Keystone Global Partners, LLC
DECREASED
Shares250,410 from 261,939
Change-11,529 (-4%)
Value$17.7M (-$981.7K)
Filed 2026-10-13
Redw Wealth LLC
DECREASED
Shares250,207 from 256,551
Change-6,344 (-2%)
Value$17.7M (-$612.2K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
INCREASED
Shares249,893 from 244,928
Change+4,965 (+2%)
Value$17.6M (+$193.8K)
Filed 2026-10-26
TMB Capital Partners, LLC
INCREASED
Shares248,714 from 240,270
Change+8,444 (+4%)
Value$17.6M (+$442.4K)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares248,400 from 234,811
Change+13,589 (+6%)
Value$17.5M (+$809.2K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares248,130 from 238,898
Change+9,232 (+4%)
Value$17.5M (+$499.0K)
Filed 2026-11-03
Thrive Capital Management, LLC
INCREASED
Shares247,216 from 221,270
Change+25,946 (+12%)
Value$17.5M (+$1.7M)
Filed 2026-10-28
Bestgate Wealth Advisors, LLC
INCREASED
Shares247,026 from 89,975
Change+157,051 (+175%)
Value$17.4M (+$11.0M)
Filed 2026-10-13
Central Bank & Trust Co
DECREASED
Shares247,003 from 247,202
Change-199 (0%)
Value$17.4M (-$172.3K)
Filed 2026-10-09
FF Advisors,LLC
DECREASED
Shares244,611 from 247,306
Change-2,695 (-1%)
Value$17.3M (-$348.6K)
Filed 2026-10-21
Dmkc Advisory Services, LLC
DECREASED
Shares243,705 from 356,354
Change-112,649 (-32%)
Value$17.2M (-$8.2M)
Filed 2026-11-04
Western Wealth Management, LLC
INCREASED
Shares243,099 from 193,126
Change+49,973 (+26%)
Value$16.3M (+$2.6M)
Filed 2026-11-09
Cora Capital Advisors LLC
INCREASED
Shares242,353 from 193,511
Change+48,842 (+25%)
Value$17.1M (+$3.3M)
Filed 2026-11-02
Stone Summit Wealth LLC
INCREASED
Shares242,348 from 227,588
Change+14,760 (+6%)
Value$17.1M (+$896.5K)
Filed 2026-10-14
Moller Wealth Partners
DECREASED
Shares241,235 from 244,220
Change-2,985 (-1%)
Value$17.0M (-$367.1K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED
Shares241,201 from 236,419
Change+4,782 (+2%)
Value$17.0M (+$186.4K)
Filed 2026-10-27
Carroll Advisory Group, LLC
INCREASED
Shares240,105 from 220,230
Change+19,875 (+9%)
Value$17.0M (+$1.3M)
Filed 2026-10-16
Integrated Capital Management, LLC
INCREASED
Shares238,928 from 237,724
Change+1,204 (+1%)
Value$16.9M (-$67.1K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares238,563 from 223,679
Change+14,884 (+7%)
Value$16.8M (+$907.8K)
Filed 2026-10-21
Summit Global Investments
INCREASED
Shares237,638 from 214,351
Change+23,287 (+11%)
Value$16.8K (-$15.3M)
Filed 2026-10-28
Encompass Wealth Advisors, LLC
INCREASED
Shares234,674 from 116,358
Change+118,316 (+102%)
Value$16.6M (+$8.3M)
Filed 2026-10-15
Staley Capital Advisers Inc
INCREASED
Shares233,476 from 232,941
Change+535 (+0%)
Value$16.5M (-$111.3K)
Filed 2026-11-06
Kitching Partners, LLC
INCREASED
Shares233,408 from 201,100
Change+32,308 (+16%)
Value$16.5M (+$2.2M)
Filed 2026-11-02
Phoenix Wealth Advisors
INCREASED
Shares233,109 from 218,785
Change+14,324 (+7%)
Value$16.5M (+$871.4K)
Filed 2026-11-03
P/E Global LLC
INCREASED
Shares230,676 from 228,184
Change+2,492 (+1%)
Value$16.3M (+$29.9K)
Filed 2026-10-29
Vavra Capital Management, LLC
DECREASED
Shares230,427 from 245,820
Change-15,393 (-6%)
Value$16.3M (-$1.2M)
Filed 2026-10-14
Ejmk Ventures LLC
INCREASED
Shares229,956 from 218,568
Change+11,388 (+5%)
Value$16.2M (+$664.2K)
Filed 2026-10-21
InvesTrust
DECREASED
Shares229,760 from 232,340
Change-2,580 (-1%)
Value$16.2M (-$330.9K)
Filed 2026-10-14
NewSquare Capital LLC
DECREASED
Shares227,769 from 231,783
Change-4,014 (-2%)
Value$16.1M (-$431.8K)
Filed 2026-11-06
Kaydan Wealth Management, Inc.
DECREASED
Shares227,604 from 446,720
Change-219,116 (-49%)
Value$16.1M (-$15.8M)
Filed 2026-10-08
Summa Corp.
INCREASED
Shares227,369 from 33,181
Change+194,188 (+585%)
Value$16.1M (+$13.7M)
Filed 2026-10-30
Kopp Family Office, LLC
DECREASED
Shares227,181 from 439,108
Change-211,927 (-48%)
Value$31.4M (+$108.5K)
Filed 2026-10-21
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares226,723 from 224,996
Change+1,727 (+1%)
Value$16.0M (-$22.0K)
Filed 2026-10-27
Blueprint Investment Partners LLC
INCREASED
Shares225,243 from 190,313
Change+34,930 (+18%)
Value$15.9M (+$2.3M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares224,409 from 182,435
Change+41,974 (+23%)
Value$15.8M (+$2.8M)
Filed 2026-10-14
Aerodigm Wealth, LLC
DECREASED
Shares224,328 from 227,131
Change-2,803 (-1%)
Value$15.8M (-$343.3K)
Filed 2026-10-16
Foundation Wealth Management, Llc\pa
INCREASED
Shares223,843 from 186,479
Change+37,364 (+20%)
Value$15.8M (+$2.5M)
Filed 2026-10-14
Trust Co of the South
INCREASED
Shares223,563 from 218,522
Change+5,041 (+2%)
Value$15.8M (+$216.1K)
Filed 2026-10-21
Fonville Wealth Management LLC
INCREASED
Shares221,498 from 216,924
Change+4,574 (+2%)
Value$15.6M (+$184.1K)
Filed 2026-10-28
Clarity Wealth Development LLC
INCREASED
Shares218,779 from 218,102
Change+677 (+0%)
Value$15.4M (-$91.8K)
Filed 2026-10-22
Ferguson Shapiro LLC
INCREASED
Shares216,960 from 213,192
Change+3,768 (+2%)
Value$15.3M (+$129.6K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
DECREASED
Shares215,903 from 216,543
Change-640 (0%)
Value$15.2M (-$183.8K)
Filed 2026-11-04
BKM Wealth Management, LLC
INCREASED
Shares214,423 from 181,119
Change+33,304 (+18%)
Value$15.1M (+$2.2M)
Filed 2026-10-22
Horizons Wealth Management
NEW
Shares214,408
Change+214,408
Value$15.1M
Filed 2026-10-05
Retirement Wealth Solutions LLC
DECREASED
Shares213,390 from 214,420
Change-1,030 (0%)
Value$15.1M (-$209.9K)
Filed 2026-10-07
Live Oak Investment Partners
INCREASED
Shares213,251 from 211,574
Change+1,677 (+1%)
Value$15.1M (-$17.0K)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares212,480 from 204,931
Change+7,549 (+4%)
Value$15.0M (+$401.9K)
Filed 2026-10-28
Pachira Investments Inc.
INCREASED
Shares209,810 from 188,974
Change+20,836 (+11%)
Value$14.8M (+$1.4M)
Filed 2026-10-14
Russell Investments Group, Ltd.
INCREASED
Shares208,924 from 144,309
Change+64,615 (+45%)
Value$14.8M (+$4.5M)
Filed 2026-11-06
Quattro Financial Advisors LLC
INCREASED
Shares207,597 from 164,585
Change+43,012 (+26%)
Value$14.7M (+$2.9M)
Filed 2026-10-15
Paulson Wealth Management Inc.
INCREASED
Shares207,038 from 189,259
Change+17,779 (+9%)
Value$14.6M (+$1.1M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares206,735 from 188,608
Change+18,127 (+10%)
Value$14.6M (+$1.2M)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares205,477 from 199,518
Change+5,959 (+3%)
Value$14.5M (+$293.1K)
Filed 2026-10-05
Fortitude Family Office, LLC
DECREASED
Shares204,465 from 205,152
Change-687 (0%)
Value$14.4M (-$179.8K)
Filed 2026-10-14
First Citizens Bank & Trust Co
INCREASED
Shares204,229 from 200,123
Change+4,106 (+2%)
Value$14.4M (+$161.8K)
Filed 2026-10-14
Gutierrez Wealth Advisory, LLC
DECREASED
Shares204,180 from 204,214
Change-34 (0%)
Value$14.4M (-$133.1K)
Filed 2026-11-02
Pine Valley Investments Ltd Liability Co
INCREASED
Shares203,915 from 202,032
Change+1,883 (+1%)
Value$14.4M (+$3.6K)
Filed 2026-11-09
Heritage Family Offices, LLP
INCREASED
Shares203,683 from 168,696
Change+34,987 (+21%)
Value$14.4M (+$2.4M)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares202,785 from 211,676
Change-8,891 (-4%)
Value$14.3M (-$655.1K)
Filed 2026-10-16
Tenon Financial LLC
DECREASED
Shares202,134 from 206,582
Change-4,448 (-2%)
Value$14.3M (-$446.2K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares200,209 from 205,865
Change-5,656 (-3%)
Value$14.1M (-$531.1K)
Filed 2026-10-22
Frisco Financial Planning LLC
DECREASED
Shares197,054 from 201,714
Change-4,660 (-2%)
Value$13.9M (-$458.2K)
Filed 2026-10-05
Auour Investments LLC
DECREASED
Shares196,831 from 200,386
Change-3,555 (-2%)
Value$13.9M (-$379.3K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares196,673 from 223,640
Change-26,967 (-12%)
Value$13.9M (-$2.0M)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares195,431 from 174,673
Change+20,758 (+12%)
Value$13.8M (+$1.4M)
Filed 2026-10-20
Nisa Investment Advisors, LLC
UNCHANGED
Shares193,580 from 193,580
Change0 (0%)
Value$13.7M (-$123.9K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares193,215 from 185,986
Change+7,229 (+4%)
Value$13.6M (+$391.4K)
Filed 2026-11-04
Burling Wealth Partners, LLC
INCREASED
Shares193,161 from 177,947
Change+15,214 (+9%)
Value$13.6M (+$960.4K)
Filed 2026-11-09
Forbes Financial Planning, Inc.
DECREASED
Shares192,744 from 196,183
Change-3,439 (-2%)
Value$13.6M (-$368.4K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
INCREASED
Shares192,701 from 190,013
Change+2,688 (+1%)
Value$13.6M (+$66.8K)
Filed 2026-10-26
IFG Advisors, LLC
DECREASED
Shares191,428 from 194,702
Change-3,274 (-2%)
Value$13.5M (-$355.8K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares190,975 from 177,209
Change+13,766 (+8%)
Value$13.5M (+$858.5K)
Filed 2026-10-26
Avant Financial Advisors LLC
INCREASED
Shares188,952 from 184,168
Change+4,784 (+3%)
Value$13.3M (+$219.9K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares188,796 from 194,806
Change-6,010 (-3%)
Value$13.3M (-$549.0K)
Filed 2026-10-08
PFW Advisors LLC
INCREASED
Shares188,593 from 188,437
Change+156 (+0%)
Value$13.3M (-$109.6K)
Filed 2026-10-07
Centennial Bank
INCREASED
Shares188,354 from 187,432
Change+922 (+0%)
Value$13.3M (-$54.9K)
Filed 2026-11-09
Birchbrook, Inc.
DECREASED
Shares186,327 from 190,147
Change-3,820 (-2%)
Value$13.2M (-$391.4K)
Filed 2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares185,768 from 190,170
Change-4,402 (-2%)
Value$13.1M (-$432.6K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares185,073 from 170,913
Change+14,160 (+8%)
Value$13.1M (+$890.5K)
Filed 2026-10-13
Clarity Capital Advisors, LLC
INCREASED
Shares184,918 from 180,541
Change+4,377 (+2%)
Value$13.1M (+$193.5K)
Filed 2026-10-27
Black Diamond Financial, LLC
DECREASED
Shares184,815 from 185,940
Change-1,125 (-1%)
Value$13.0M (-$198.4K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED
Shares184,583 from 202,400
Change-17,817 (-9%)
Value$13.0M (-$1.3M)
Filed 2026-11-04
Grove Bank & Trust
INCREASED
Shares184,403 from 181,706
Change+2,697 (+1%)
Value$13.0M (+$74.1K)
Filed 2026-10-08
Trace Wealth Advisors, LLC
UNCHANGED
Shares183,718 from 183,718
Change0 (0%)
Value$13.0M (-$117.6K)
Filed 2026-10-30
Tamar Securities, LLC
INCREASED
Shares183,625 from 162,456
Change+21,169 (+13%)
Value$13.0M (+$1.4M)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares183,423 from 184,164
Change-741 (0%)
Value$13.0M (-$170.2K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares181,575 from 177,868
Change+3,707 (+2%)
Value$12.8M (+$147.9K)
Filed 2026-10-20
Rose Capital Advisors LLC
INCREASED
Shares181,197 from 178,645
Change+2,552 (+1%)
Value$12.8M (+$65.9K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
UNCHANGED
Shares180,120 from 180,120
Change0 (0%)
Value$12.7M (-$115.3K)
Filed 2026-10-16
Values Added Financial LLC
DECREASED
Shares179,438 from 181,468
Change-2,030 (-1%)
Value$12.7M (-$259.5K)
Filed 2026-10-28
Aurelius Family Office LLC
INCREASED
Shares178,932 from 178,831
Change+101 (+0%)
Value$12.6M (-$107.3K)
Filed 2026-10-23
Opus Capital Group, LLC
DECREASED
Shares178,573 from 179,155
Change-582 (0%)
Value$12.6K (-$12.8M)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares177,553 from 154,304
Change+23,249 (+15%)
Value$12.5M (+$1.5M)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
DECREASED
Shares177,395 from 178,459
Change-1,064 (-1%)
Value$12.5M (-$189.4K)
Filed 2026-10-29
JIM Saulnier & Associates, LLC
INCREASED
Shares177,022 from 162,238
Change+14,784 (+9%)
Value$12.5M (+$940.0K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
INCREASED
Shares174,745 from 173,940
Change+805 (+0%)
Value$12.3M (-$54.5K)
Filed 2026-10-14
Conning Inc.
INCREASED
Shares174,650 from 173,517
Change+1,133 (+1%)
Value$12.3M (-$31.1K)
Filed 2026-10-27
First Bancorp, Inc
DECREASED
Shares173,458 from 174,873
Change-1,415 (-1%)
Value$12.2M (-$211.8K)
Filed 2026-10-26
Twin Cities Retirement Group LLC
INCREASED
Shares173,384 from 168,827
Change+4,557 (+3%)
Value$12.2M (+$213.7K)
Filed 2026-10-16
Sterling Group Wealth Management, LLC
DECREASED
Shares173,255 from 180,332
Change-7,077 (-4%)
Value$12.2M (-$615.1K)
Filed 2026-11-03
Shotwell Rutter Baer Inc
DECREASED
Shares172,954 from 173,769
Change-815 (0%)
Value$12.2M (-$168.7K)
Filed 2026-10-14
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares172,662 from 172,662
Change0 (0%)
Value$12.1M (-$25.9K)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares172,311 from 159,948
Change+12,363 (+8%)
Value$12.2M (+$770.6K)
Filed 2026-10-21
Bricktown Capital, LLC
UNCHANGED
Shares172,264 from 172,264
Change0 (0%)
Value$12.2M (-$110.2K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares172,077 from 141,089
Change+30,988 (+22%)
Value$12.2M (+$2.1M)
Filed 2026-10-28
E&R Wealth Management, LLC
INCREASED
Shares170,927 from 169,821
Change+1,106 (+1%)
Value$12.1M (-$30.6K)
Filed 2026-10-20
Security Financial Services, Inc.
DECREASED
Shares169,704 from 171,163
Change-1,459 (-1%)
Value$12.0M (-$212.6K)
Filed 2026-10-29
Elite Life Management LLC
INCREASED
Shares169,242 from 167,050
Change+2,192 (+1%)
Value$11.5M (-$545.4K)
Filed 2026-11-06
Prudent Man Advisors, LLC
DECREASED
Shares169,086 from 171,924
Change-2,838 (-2%)
Value$12.3M (-$314.0K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares168,993 from 117,247
Change+51,746 (+44%)
Value$11.9K (-$8.3M)
Filed 2026-10-22
Gould Asset Management LLC
DECREASED
Shares168,562 from 170,781
Change-2,219 (-1%)
Value$11.9M (-$266.0K)
Filed 2026-11-06
Piedmont Capital Management, LLC
INCREASED
Shares167,839 from 166,333
Change+1,506 (+1%)
Value$11.9M (-$124)
Filed 2026-10-21
Kroeger Financial Partners
DECREASED
Shares167,701 from 170,383
Change-2,682 (-2%)
Value$11.8M (-$298.4K)
Filed 2026-10-19
Tilson Financial Group, Inc.
INCREASED
Shares167,544 from 167,379
Change+165 (+0%)
Value$11.8M (-$95.4K)
Filed 2026-11-09
Fairman Group, LLC
INCREASED
Shares166,338 from 157,226
Change+9,112 (+6%)
Value$11.7M (+$542.8K)
Filed 2026-10-26
Arete Wealth Advisors, LLC
INCREASED
Shares166,290 from 157,066
Change+9,224 (+6%)
Value$11.7M (+$551.4K)
Filed 2026-11-09
Tortoise Investment Management, LLC
DECREASED
Shares165,228 from 165,461
Change-233 (0%)
Value$11.7M (-$122.4K)
Filed 2026-11-06
Seven Post Investment Office LP
DECREASED
Shares163,996 from 196,873
Change-32,877 (-17%)
Value$11.6M (-$2.4M)
Filed 2026-10-26
First Financial Corp
INCREASED
Shares163,618 from 158,651
Change+4,967 (+3%)
Value$11.6M (+$249.2K)
Filed 2026-10-13
CWA Asset Management Group, LLC
DECREASED
Shares163,319 from 163,511
Change-192 (0%)
Value$11.5M (-$118.2K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
DECREASED
Shares162,435 from 163,306
Change-871 (-1%)
Value$11.3M (-$161.0K)
Filed 2026-10-21
New Hampshire Trust
DECREASED
Shares162,239 from 163,157
Change-918 (-1%)
Value$11.5M (-$169.2K)
Filed 2026-10-20
Farnam Financial LLC
INCREASED
Shares162,126 from 157,375
Change+4,751 (+3%)
Value$11.3M (+$53.2K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
DECREASED
Shares160,466 from 160,701
Change-235 (0%)
Value$11.3M (-$119.5K)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares159,692 from 156,389
Change+3,303 (+2%)
Value$11.3M (+$133.2K)
Filed 2026-11-09
Elmwood Wealth Management, Inc.
INCREASED
Shares159,268 from 158,401
Change+867 (+1%)
Value$11.2M (-$40.1K)
Filed 2026-10-14
Waller Financial Planning Group, Inc
DECREASED
Shares156,500 from 157,105
Change-605 (0%)
Value$11.1M (-$143.3K)
Filed 2026-10-07
Mycio Wealth Partners, LLC
DECREASED
Shares156,172 from 159,953
Change-3,781 (-2%)
Value$11.0M (-$369.3K)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares155,729 from 158,133
Change-2,404 (-2%)
Value$10.9M (-$192.5K)
Filed 2026-10-15
Tarbox Family Office, Inc.
DECREASED
Shares155,346 from 157,159
Change-1,813 (-1%)
Value$11.0M (-$228.6K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares153,457 from 142,721
Change+10,736 (+8%)
Value$10.6M (+$637.1K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares153,022 from 143,644
Change+9,378 (+7%)
Value$10.8M (+$617.7K)
Filed 2026-10-13
Roth Financial Partners LLC
DECREASED
Shares152,923 from 154,702
Change-1,779 (-1%)
Value$10.8M (-$202.5K)
Filed 2026-10-06
Martel Wealth Advisors LLC
DECREASED
Shares152,127 from 162,690
Change-10,563 (-6%)
Value$10.7M (-$850.0K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares151,998 from 153,827
Change-1,829 (-1%)
Value$10.7M (-$227.6K)
Filed 2026-10-05
Wealth Forward, LLC
DECREASED
Shares151,692 from 266,252
Change-114,560 (-43%)
Value$10.7M (-$8.3M)
Filed 2026-10-14
6th Street Advisors, LLC
INCREASED
Shares151,470 from 151,441
Change+29 (+0%)
Value$10.7M (-$94.9K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares150,299 from 139,576
Change+10,723 (+8%)
Value$10.6M (+$667.8K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares149,964 from 165,795
Change-15,831 (-10%)
Value$10.5M (-$1.3M)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares149,789 from 148,317
Change+1,472 (+1%)
Value$10.6M (+$9.0K)
Filed 2026-10-27
Waldron Private Wealth LLC
INCREASED
Shares149,769 from 144,084
Change+5,685 (+4%)
Value$10.6M (+$309.2K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED
Shares148,660 from 136,299
Change+12,361 (+9%)
Value$10.5M (+$785.6K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares147,965 from 147,167
Change+798 (+1%)
Value$10.4M (-$37.9K)
Filed 2026-11-04
Strategent Financial, LLC
INCREASED
Shares147,587 from 134,881
Change+12,706 (+9%)
Value$10.4M (+$810.8K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED
Shares147,554 from 156,186
Change-8,632 (-6%)
Value$10.4M (-$709.2K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares146,834 from 146,976
Change-142 (0%)
Value$10.4M (-$104.1K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares146,079 from 140,368
Change+5,711 (+4%)
Value$10.3M (+$313.4K)
Filed 2026-11-05
Courier Capital LLC
INCREASED
Shares145,728 from 143,659
Change+2,069 (+1%)
Value$10.3M (+$54.1K)
Filed 2026-10-19
Fullerton Advisors, LLC
INCREASED
Shares145,135 from 143,358
Change+1,777 (+1%)
Value$10.2M (+$33.7K)
Filed 2026-10-14
Sound Stewardship, LLC
INCREASED
Shares145,097 from 137,663
Change+7,434 (+5%)
Value$10.2M (+$436.8K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
INCREASED
Shares143,193 from 142,415
Change+778 (+1%)
Value$10.1M (-$36.2K)
Filed 2026-11-05
HighRoad Wealth Advisors, LLC
DECREASED
Shares143,154 from 144,925
Change-1,771 (-1%)
Value$10.1M (-$217.8K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
INCREASED
Shares142,445 from 120,969
Change+21,476 (+18%)
Value$9.7M (+$1.1M)
Filed 2026-11-09
Legacy Wealth Partners, LLC
INCREASED
Shares141,334 from 137,234
Change+4,100 (+3%)
Value$10.0M (+$201.7K)
Filed 2026-10-15
Monument Group Wealth Advisors, LLC
DECREASED
Shares140,114 from 260,571
Change-120,457 (-46%)
Value$9.9M (-$584.1K)
Filed 2026-10-21
RHS Financial, LLC
INCREASED
Shares140,063 from 126,127
Change+13,936 (+11%)
Value$9.9M (+$903.3K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares140,033 from 111,647
Change+28,386 (+25%)
Value$9.9M (+$1.9M)
Filed 2026-11-06
Vectors Research Management, LLC
INCREASED
Shares140,021 from 137,573
Change+2,448 (+2%)
Value$9.9M (+$84.8K)
Filed 2026-11-09
Latko Wealth Management, Ltd.
INCREASED
Shares139,482 from 121,792
Change+17,690 (+15%)
Value$9.8M (+$1.2M)
Filed 2026-11-09
Verus Capital Partners, LLC
INCREASED
Shares139,218 from 136,856
Change+2,362 (+2%)
Value$9.8M (+$79.2K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
DECREASED
Shares138,956 from 141,776
Change-2,820 (-2%)
Value$9.8M (-$289.9K)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares138,672 from 146,086
Change-7,414 (-5%)
Value$9.8M (-$617.0K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares138,233 from 134,316
Change+3,917 (+3%)
Value$9.8M (+$190.6K)
Filed 2026-10-19
Emprise Bank
DECREASED
Shares137,704 from 141,039
Change-3,335 (-2%)
Value$9.7M (-$325.8K)
Filed 2026-10-07
CGN Advisors LLC
DECREASED
Shares136,485 from 186,362
Change-49,877 (-27%)
Value$9.6M (-$3.6M)
Filed 2026-10-21
OxenFree Capital LLC
INCREASED
Shares135,769 from 129,326
Change+6,443 (+5%)
Value$9.7M (+$500.9K)
Filed 2026-10-07
Creekside Partners
INCREASED
Shares135,568 from 134,444
Change+1,124 (+1%)
Value$9.6M (-$6.6K)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares135,091 from 101,903
Change+33,188 (+33%)
Value$9.5M (+$2.3M)
Filed 2026-11-06
Optas, LLC
INCREASED
Shares134,775 from 127,569
Change+7,206 (+6%)
Value$9.5M (+$427.2K)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares134,704 from 65,627
Change+69,077 (+105%)
Value$9.5M (+$4.8M)
Filed 2026-11-05
Old Second National Bank of Aurora
DECREASED
Shares134,532 from 137,962
Change-3,430 (-2%)
Value$9.5M (-$330.5K)
Filed 2026-10-22
K2 Financial Inc.
DECREASED
Shares134,296 from 190,483
Change-56,187 (-29%)
Value$9.4M (-$4.3M)
Filed 2026-10-26
Prospera Capital Management, LLC
INCREASED
Shares134,222 from 68,948
Change+65,274 (+95%)
Value$9.5M (+$4.5M)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
INCREASED
Shares134,015 from 104,132
Change+29,883 (+29%)
Value$9.5M (+$2.0M)
Filed 2026-10-08
Caldwell Trust Co
INCREASED
Shares133,588 from 128,768
Change+4,820 (+4%)
Value$9.4M (+$257.9K)
Filed 2026-10-30
JHP Wealth Management, LLC
INCREASED
Shares133,290 from 130,399
Change+2,891 (+2%)
Value$9.4M (+$120.7K)
Filed 2026-11-06
DWR Wealth Management, LLC
DECREASED
Shares132,473 from 133,148
Change-675 (-1%)
Value$9.4M (-$13.4K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares131,897 from 98,071
Change+33,826 (+34%)
Value$9.3M (+$2.3M)
Filed 2026-10-28
Liberty Capital Management, Inc.
INCREASED
Shares131,347 from 130,657
Change+690 (+1%)
Value$9.3M (-$34.9K)
Filed 2026-11-02
Revolve Wealth Partners, LLC
INCREASED
Shares131,171 from 130,065
Change+1,106 (+1%)
Value$9.3M (-$5.2K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares130,396 from 128,857
Change+1,539 (+1%)
Value$9.2M (+$26.2K)
Filed 2026-11-03
Sageworth Trust Co of South Dakota
INCREASED
Shares130,177 from 108,932
Change+21,245 (+20%)
Value$9.2M (+$1.4M)
Filed 2026-10-30
Naples Global Advisors, LLC
INCREASED
Shares128,863 from 126,593
Change+2,270 (+2%)
Value$9.1M (+$79.2K)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares127,216 from 126,023
Change+1,193 (+1%)
Value$9.0M (+$3.6K)
Filed 2026-11-06
Finhabits Advisors LLC
INCREASED
Shares126,945 from 125,849
Change+1,096 (+1%)
Value$9.0M (-$3.2K)
Filed 2026-11-10
Veery Capital, LLC
INCREASED
Shares126,007 from 123,668
Change+2,339 (+2%)
Value$8.9M (+$86.0K)
Filed 2026-10-07
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares126,000 from 126,000
Change0 (0%)
Value$8.9M (-$80.6K)
Filed 2026-11-02
Wright Wealth LLC
INCREASED
Shares125,844 from 114,160
Change+11,684 (+10%)
Value$8.9M (+$752.0K)
Filed 2026-10-29
Hobart Private Capital, LLC
INCREASED
Shares125,564 from 123,023
Change+2,541 (+2%)
Value$8.9M (+$100.7K)
Filed 2026-10-19
Journey Beyond Wealth, LLC
INCREASED
Shares124,599 from 119,521
Change+5,078 (+4%)
Value$8.8M (+$282.0K)
Filed 2026-11-04
TPG Advisors LLC
INCREASED
Shares124,152 from 120,142
Change+4,010 (+3%)
Value$8.8M (+$206.3K)
Filed 2026-10-16
Farrell Financial LLC
INCREASED
Shares124,092 from 123,979
Change+113 (+0%)
Value$8.8M (-$71.4K)
Filed 2026-10-16
Steph & Co
DECREASED
Shares123,832 from 125,540
Change-1,708 (-1%)
Value$8.7M (-$200.9K)
Filed 2026-10-07
Eclectic Associates Inc
INCREASED
Shares123,415 from 123,076
Change+339 (+0%)
Value$8.7M (-$52.0K)
Filed 2026-10-09
Semitam Bonam LLC
INCREASED
Shares123,262 from 114,509
Change+8,753 (+8%)
Value$8.7M (+$544.7K)
Filed 2026-10-27
Madrid Wealth Management, LLC
INCREASED
Shares123,164 from 121,419
Change+1,745 (+1%)
Value$8.7M (+$45.6K)
Filed 2026-10-23
Brandywine OAK Private Wealth LLC
INCREASED
Shares122,641 from 122,630
Change+11 (+0%)
Value$8.7M (-$77.7K)
Filed 2026-10-23
Altura Wealth Advisors Inc.
INCREASED
Shares122,361 from 107,529
Change+14,832 (+14%)
Value$8.6M (+$978.5K)
Filed 2026-10-22
Entrust Financial LLC
INCREASED
Shares122,295 from 110,997
Change+11,298 (+10%)
Value$8.6M (+$726.7K)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares122,158 from 125,021
Change-2,863 (-2%)
Value$8.6M (-$282.2K)
Filed 2026-10-29
Sightline Wealth Advisors, LLC
INCREASED
Shares121,391 from 93,700
Change+27,691 (+30%)
Value$8.6M (+$1.9M)
Filed 2026-10-21
RS Crum Inc.
DECREASED
Shares120,495 from 120,847
Change-352 (0%)
Value$8.5M (-$102.2K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares120,405 from 116,665
Change+3,740 (+3%)
Value$8.5M (+$189.4K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares119,621 from 120,118
Change-497 (0%)
Value$8.4M (-$112.0K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares119,493 from 105,390
Change+14,103 (+13%)
Value$8.4M (+$1.1M)
Filed 2026-11-02
Flywheel Private Wealth LLC
INCREASED
Shares119,476 from 100,101
Change+19,375 (+19%)
Value$8.4M (+$1.3M)
Filed 2026-11-02
Jacobi Capital Management LLC
DECREASED
Shares118,822 from 121,249
Change-2,427 (-2%)
Value$8.4M (-$249.0K)
Filed 2026-11-05
Stone Wealth Partners
INCREASED
Shares118,690 from 54,876
Change+63,814 (+116%)
Value$8.4M (+$4.5M)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares118,175 from 112,066
Change+6,109 (+5%)
Value$8.3M (+$359.6K)
Filed 2026-10-22
Spectrum Strategic Capital Management, LLC
DECREASED
Shares117,254 from 118,526
Change-1,272 (-1%)
Value$8.3M (-$165.7K)
Filed 2026-10-22
International Assets Investment Management, LLC
INCREASED
Shares116,849 from 114,067
Change+2,782 (+2%)
Value$8.2M (+$178.2K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
INCREASED
Shares115,859 from 114,282
Change+1,577 (+1%)
Value$8.2M (+$38.2K)
Filed 2026-10-21
Ironwood Financial, llc
INCREASED
Shares114,891 from 109,375
Change+5,516 (+5%)
Value$8.1M (+$482.5K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares114,561 from 114,099
Change+462 (+0%)
Value$8.1M (+$16.9K)
Filed 2026-10-21
Rock Creek Group LLC
UNCHANGED
Shares114,304 from 114,304
Change0 (0%)
Value$8.1M (-$53.1K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares113,406 from 116,006
Change-2,600 (-2%)
Value$8.0M (-$257.8K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares112,194 from 108,363
Change+3,831 (+4%)
Value$7.9M (+$201.2K)
Filed 2026-10-19
Lynx Investment Advisory
DECREASED
Shares112,092 from 115,401
Change-3,309 (-3%)
Value$7.9M (-$307.5K)
Filed 2026-10-27
LifeGuide Financial Advisors, LLC
DECREASED
Shares111,775 from 118,423
Change-6,648 (-6%)
Value$7.9M (-$545.1K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares111,457 from 111,135
Change+322 (+0%)
Value$7.9M (-$48.4K)
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
DECREASED
Shares111,135 from 111,504
Change-369 (0%)
Value$7.8M (-$97.4K)
Filed 2026-10-29
Windsor Capital Management, LLC
DECREASED
Shares110,771 from 115,808
Change-5,037 (-4%)
Value$7.8M (-$429.8K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED
Shares110,741 from 109,163
Change+1,578 (+1%)
Value$7.8M (+$41.6K)
Filed 2026-10-13
Manuka Financial, LLC
INCREASED
Shares110,328 from 110,133
Change+195 (+0%)
Value$7.8M (-$35.3K)
Filed 2026-10-16
Stonebridge Financial Planning Group, LLC
INCREASED
Shares109,941 from 91,505
Change+18,436 (+20%)
Value$7.8M (+$1.2M)
Filed 2026-11-06
Certified Advisory Corp
INCREASED
Shares109,229 from 106,082
Change+3,147 (+3%)
Value$7.7M (+$154.3K)
Filed 2026-10-29
GC Wealth Management RIA, LLC
INCREASED
Shares109,192 from 104,307
Change+4,885 (+5%)
Value$7.7M (+$278.2K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares108,470 from 108,524
Change-54 (0%)
Value$7.7M (-$73.3K)
Filed 2026-10-21
DBK Financial Counsel, LLC
DECREASED
Shares107,381 from 108,103
Change-722 (-1%)
Value$7.6M (-$120.2K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
INCREASED
Shares106,950 from 106,037
Change+913 (+1%)
Value$7.6M (-$3.4K)
Filed 2026-10-21
Arta Finance Wealth Management LLC
INCREASED
Shares106,869 from 98,564
Change+8,305 (+8%)
Value$7.5M (+$523.3K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
DECREASED
Shares106,783 from 110,272
Change-3,489 (-3%)
Value$7.5M (-$316.9K)
Filed 2026-10-16
Arcadia Investment Advisors LLC
INCREASED
Shares106,023 from 22,693
Change+83,330 (+367%)
Value$7.5M (+$5.9M)
Filed 2026-10-13
Trevian Wealth Management LLC
INCREASED
Shares105,897 from 99,305
Change+6,592 (+7%)
Value$7.5M (+$401.9K)
Filed 2026-11-09
Cutler Investment Counsel LLC
DECREASED
Shares104,878 from 107,554
Change-2,676 (-2%)
Value$7.4M (-$257.8K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares104,812 from 101,859
Change+2,953 (+3%)
Value$7.3M (+$147.7K)
Filed 2026-11-05
Compass Financial Group, Inc.
INCREASED
Shares104,799 from 104,107
Change+692 (+1%)
Value$7.4M (-$17.8K)
Filed 2026-11-06
Essential Planning, Llc.
INCREASED
Shares103,548 from 88,398
Change+15,150 (+17%)
Value$7.3M (+$1.0M)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
DECREASED
Shares103,357 from 124,817
Change-21,460 (-17%)
Value$7.3M (-$1.6M)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares103,023 from 101,085
Change+1,938 (+2%)
Value$7.3M (+$72.2K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares102,296 from 102,296
Change0 (0%)
Value$7.2M (-$65.5K)
Filed 2026-10-19
Grove Street Fiduciary, LLC
DECREASED
Shares102,061 from 105,674
Change-3,613 (-3%)
Value$7.2M (-$322.8K)
Filed 2026-10-13
Strong Retirement Solutions LLC
DECREASED
Shares101,854 from 119,063
Change-17,209 (-14%)
Value$7.2M (-$1.3M)
Filed 2026-10-07
Summitas Investment Management LLC
DECREASED
Shares101,742 from 106,015
Change-4,273 (-4%)
Value$7.2M (-$369.6K)
Filed 2026-10-16
Astra Wealth Partners LLC
INCREASED
Shares101,575 from 100,556
Change+1,019 (+1%)
Value$7.2M (+$7.6K)
Filed 2026-11-06
Walker Financial Services, Inc.
INCREASED
Shares101,493 from 93,008
Change+8,485 (+9%)
Value$7.2M (+$539.6K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares101,219 from 101,193
Change+26 (+0%)
Value$7.1M (-$62.9K)
Filed 2026-10-14
Grey Ledge Advisors, LLC
INCREASED
Shares100,835 from 99,229
Change+1,606 (+2%)
Value$7.1M (+$49.9K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares100,405 from 102,290
Change-1,885 (-2%)
Value$7.1M (-$198.6K)
Filed 2026-10-06
M Holdings Securities, Inc.
NEW
Shares100,327
Change+100,327
Value$7.0K
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares100,280 from 95,467
Change+4,813 (+5%)
Value$7.1M (+$278.7K)
Filed 2026-10-28
Adelphi Trust Co
INCREASED
Shares99,975 from 96,034
Change+3,941 (+4%)
Value$7.1M (+$216.8K)
Filed 2026-10-05
Hudson Oak Wealth Advisory LLC
INCREASED
Shares99,882 from 99,374
Change+508 (+1%)
Value$7.1M (-$27.7K)
Filed 2026-10-16
Smithbridge Asset Management Inc
INCREASED
Shares99,457 from 78,117
Change+21,340 (+27%)
Value$7.0M (+$1.5M)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares99,219 from 83,095
Change+16,124 (+19%)
Value$7.0M (+$1.1M)
Filed 2026-10-27
Dagco, Inc.
INCREASED
Shares98,804 from 47,034
Change+51,770 (+110%)
Value$7.0M (+$3.6M)
Filed 2026-10-20
Schuylkill Financial LLC
INCREASED
Shares98,695 from 97,263
Change+1,432 (+1%)
Value$7.0M (+$38.9K)
Filed 2026-10-21
West Bancorporation Inc
INCREASED
Shares98,130 from 92,168
Change+5,962 (+6%)
Value$6.9M (+$362.0K)
Filed 2026-10-29
Layline Advisors, LLC
DECREASED
Shares98,017 from 98,952
Change-935 (-1%)
Value$6.9M (-$129.4K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares97,914 from 97,107
Change+807 (+1%)
Value$6.9M (-$5.2K)
Filed 2026-10-29
Single Point Partners, LLC
INCREASED
Shares97,421 from 92,241
Change+5,180 (+6%)
Value$6.9M (+$306.8K)
Filed 2026-10-19
Marathon Strategic Advisors, LLC
DECREASED
Shares97,288 from 98,580
Change-1,292 (-1%)
Value$6.9M (-$154.4K)
Filed 2026-10-20
Proathlete Wealth Management LLC
INCREASED
Shares96,799 from 83,217
Change+13,582 (+16%)
Value$6.8M (+$904.7K)
Filed 2026-10-15
ETF Store, Inc.
INCREASED
Shares96,718 from 96,254
Change+464 (+0%)
Value$6.8M (-$28.8K)
Filed 2026-10-19
Cidel Asset Management Inc
UNCHANGED
Shares95,913 from 95,913
Change0 (0%)
Value$6.8M (-$61.4K)
Filed 2026-10-29
Absolute Capital Management, LLC
INCREASED
Shares95,662 from 76,876
Change+18,786 (+24%)
Value$6.8M (+$1.3M)
Filed 2026-10-16
Perennial Advisors, LLC
INCREASED
Shares95,251 from 68,254
Change+26,997 (+40%)
Value$6.7M (+$1.9M)
Filed 2026-10-13
Valen Private Capital, LLC
NEW
Shares94,981
Change+94,981
Value$6.7M
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares94,881 from 88,181
Change+6,700 (+8%)
Value$6.7M (+$416.8K)
Filed 2026-10-08
Diversified Trust Co
DECREASED
Shares94,677 from 97,556
Change-2,879 (-3%)
Value$6.7M (-$265.8K)
Filed 2026-11-06
Stonekeep Investments, LLC
INCREASED
Shares94,344 from 91,382
Change+2,962 (+3%)
Value$6.7M (+$6.7M)
Filed 2026-10-15
Financial Insights, Inc.
INCREASED
Shares94,187 from 92,812
Change+1,375 (+1%)
Value$6.7M (+$37.7K)
Filed 2026-10-27
Smithfield Trust Co
DECREASED
Shares93,268 from 93,437
Change-169 (0%)
Value$6.6K (-$6.6M)
Filed 2026-11-09
FC Advisory LLC
INCREASED
Shares93,199 from 90,679
Change+2,520 (+3%)
Value$6.6M (+$119.9K)
Filed 2026-10-05
Sachem Hill LLC
DECREASED
Shares92,460 from 93,996
Change-1,536 (-2%)
Value$6.5M (-$168.6K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares92,457 from 70,748
Change+21,709 (+31%)
Value$6.5M (+$1.5M)
Filed 2026-10-29
Angeles Wealth Management, LLC
DECREASED
Shares92,120 from 95,901
Change-3,781 (-4%)
Value$6.5M (-$328.3K)
Filed 2026-10-26
Sapient Capital LLC
INCREASED
Shares91,722 from 84,689
Change+7,033 (+8%)
Value$6.5M (+$442.4K)
Filed 2026-10-08
Blue Water Asset Management
NEW
Shares91,486
Change+91,486
Value$6.5M
Filed 2026-11-04
Ascent Wealth Partners, LLC
DECREASED
Shares91,407 from 91,573
Change-166 (0%)
Value$6.5M (-$70.3K)
Filed 2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares91,127 from 108,861
Change-17,734 (-16%)
Value$6.4M (-$1.3M)
Filed 2026-10-09
Balboa Wealth Partners
DECREASED
Shares91,088 from 95,698
Change-4,610 (-5%)
Value$6.4M (-$386.7K)
Filed 2026-10-20
Broadview Financial Management, LLC
DECREASED
Shares90,910 from 96,920
Change-6,010 (-6%)
Value$6.4M (-$486.4K)
Filed 2026-11-09
Visionary Wealth Advisors
INCREASED
Shares90,753 from 84,349
Change+6,404 (+8%)
Value$6.4M (+$398.2K)
Filed 2026-11-04
Petros Family Wealth, LLC
INCREASED
Shares90,443 from 87,034
Change+3,409 (+4%)
Value$6.4M (+$185.1K)
Filed 2026-10-28
Ddfg, Inc
DECREASED
Shares90,392 from 91,376
Change-984 (-1%)
Value$6.4M (-$128.0K)
Filed 2026-10-15
Sound Financial Strategies Group, LLC
DECREASED
Shares89,621 from 89,663
Change-42 (0%)
Value$6.3M (-$60.4K)
Filed 2026-10-30
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares89,249 from 83,987
Change+5,262 (+6%)
Value$6.3M (+$317.8K)
Filed 2026-11-09
Symmetry Partners, LLC
DECREASED
Shares89,003 from 89,604
Change-601 (-1%)
Value$6.3M (-$99.8K)
Filed 2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares88,446 from 379,404
Change-290,958 (-77%)
Value$6.2M (-$20.8M)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares87,626 from 88,645
Change-1,019 (-1%)
Value$6.2M (-$128.8K)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares87,480 from 87,013
Change+467 (+1%)
Value$6.2M (-$22.7K)
Filed 2026-10-23
Parthenon LLC
INCREASED
Shares87,455 from 86,150
Change+1,305 (+2%)
Value$6.2M (+$37.0K)
Filed 2026-10-22
United Advisor Group, LLC
DECREASED
Shares87,390 from 99,937
Change-12,547 (-13%)
Value$6.2M (-$949.9K)
Filed 2026-11-03
Climber Capital SA
INCREASED
Shares87,290 from 86,707
Change+583 (+1%)
Value$5.8M (-$321.7K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
INCREASED
Shares87,233 from 87,227
Change+6 (+0%)
Value$6.2M (-$55.4K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares86,593 from 76,354
Change+10,239 (+13%)
Value$6.0M (+$572.4K)
Filed 2026-11-04
Northland Capital Management LLC
INCREASED
Shares85,133 from 82,608
Change+2,525 (+3%)
Value$6.0M (+$125.5K)
Filed 2026-10-15
Bluestem Financial Advisors, LLC
DECREASED
Shares84,634 from 88,670
Change-4,036 (-5%)
Value$6.0M (-$341.7K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares84,045 from 83,840
Change+205 (+0%)
Value$5.9M (-$39.2K)
Filed 2026-10-14
Patton Fund Management, Inc.
INCREASED
Shares83,304 from 73,757
Change+9,547 (+13%)
Value$5.9M (+$626.9K)
Filed 2026-10-13
A&I Financial Services, LLC
INCREASED
Shares82,862 from 82,715
Change+147 (+0%)
Value$5.9M (-$42.6K)
Filed 2026-10-15
Donalies Financial Planning, LLC
DECREASED
Shares82,643 from 83,096
Change-453 (-1%)
Value$5.8M (-$85.1K)
Filed 2026-10-19
Trinity Financial Advisors LLC
DECREASED
Shares82,628 from 87,016
Change-4,388 (-5%)
Value$5.8M (-$365.5K)
Filed 2026-10-09
Sagace Wealth Management LLC
INCREASED
Shares82,621 from 81,811
Change+810 (+1%)
Value$5.8M (+$4.8K)
Filed 2026-10-28
Highland Capital Management, LLC
UNCHANGED
Shares82,532 from 82,532
Change0 (0%)
Value$5.8M (-$52.8K)
Filed 2026-10-26
Sellwood Investment Partners LLC
INCREASED
Shares82,402 from 81,043
Change+1,359 (+2%)
Value$5.8M (+$44.1K)
Filed 2026-11-03
Autumn Glory Partners, LLC
UNCHANGED
Shares82,297 from 82,297
Change0 (0%)
Value$5.8M (-$52.7K)
Filed 2026-10-26
Novem Group
INCREASED
Shares81,876 from 38,119
Change+43,757 (+115%)
Value$5.8M (+$3.1M)
Filed 2026-10-19
Wescott Financial Advisory Group, LLC
DECREASED
Shares81,842 from 84,248
Change-2,406 (-3%)
Value$5.8M (-$223.8K)
Filed 2026-11-09
Crusonia Wealth Advisors LLC
DECREASED
Shares81,790 from 82,225
Change-435 (-1%)
Value$5.8M (-$83.3K)
Filed 2026-10-26
Willis Johnson Wealth, Inc.
INCREASED
Shares81,768 from 78,748
Change+3,020 (+4%)
Value$5.8M (+$162.9K)
Filed 2026-11-03
Laurel Wealth Planning LLC
DECREASED
Shares81,762 from 83,650
Change-1,888 (-2%)
Value$5.8M (-$186.8K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED
Shares81,219 from 93,562
Change-12,343 (-13%)
Value$5.7M (-$931.4K)
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares81,148 from 82,796
Change-1,648 (-2%)
Value$5.7M (-$169.4K)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
DECREASED
Shares80,171 from 83,042
Change-2,871 (-3%)
Value$5.7M (-$255.8K)
Filed 2026-10-08
Evanson Financial, LLC
INCREASED
Shares80,082 from 73,855
Change+6,227 (+8%)
Value$5.7M (+$392.4K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED
Shares79,494 from 78,286
Change+1,208 (+2%)
Value$5.6M (+$35.2K)
Filed 2026-11-05
Squire Investment Management Company, LLC
DECREASED
Shares79,097 from 79,699
Change-602 (-1%)
Value$5.6M (-$93.5K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares79,062 from 74,761
Change+4,301 (+6%)
Value$5.6M (+$255.9K)
Filed 2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED
Shares78,938 from 78,938
Change0 (0%)
Value$5.6K (-$50)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares78,863 from 105,914
Change-27,051 (-26%)
Value$5.6M (-$2.0M)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares78,450 from 41,186
Change+37,264 (+90%)
Value$5.5M (+$2.6M)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares78,291 from 75,839
Change+2,452 (+3%)
Value$5.5M (+$124.6K)
Filed 2026-10-16
Lmcg Investments, LLC
INCREASED
Shares78,000 from 77,841
Change+159 (+0%)
Value$5.5M (-$38.6K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares77,939 from 75,967
Change+1,972 (+3%)
Value$5.5M (+$90.6K)
Filed 2026-11-02
Condor Capital Management
DECREASED
Shares77,769 from 79,017
Change-1,248 (-2%)
Value$5.5M (-$138.7K)
Filed 2026-11-06
Verum Partners LLC
DECREASED
Shares77,621 from 82,156
Change-4,535 (-6%)
Value$5.5M (-$372.8K)
Filed 2026-10-21
Northwest Wealth Management, LLC
INCREASED
Shares77,490 from 77,353
Change+137 (+0%)
Value$5.5M (-$39.9K)
Filed 2026-10-30
Private Advisory Group LLC
INCREASED
Shares77,378 from 61,376
Change+16,002 (+26%)
Value$5.5M (+$1.1M)
Filed 2026-11-06
Swmg, LLC
INCREASED
Shares77,286 from 77,165
Change+121 (+0%)
Value$5.4M (-$95.0K)
Filed 2026-10-23
Disciplina Capital Management LLC
INCREASED
Shares76,850 from 73,320
Change+3,530 (+5%)
Value$5.4M (+$202.3K)
Filed 2026-11-06
Laraway Financial Advisors Inc
DECREASED
Shares76,493 from 76,622
Change-129 (0%)
Value$5.4M (-$58.1K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares76,401 from 55,281
Change+21,120 (+38%)
Value$5.4M (+$1.5M)
Filed 2026-11-09
Birch Financial Group, LLC
INCREASED
Shares76,230 from 75,362
Change+868 (+1%)
Value$5.4M (+$13.1K)
Filed 2026-10-27
Graetz Wealth LLC
INCREASED
Shares75,610 from 73,944
Change+1,666 (+2%)
Value$5.3M (+$70.4K)
Filed 2026-10-27
Life Planning Partners, Inc
DECREASED
Shares75,595 from 80,913
Change-5,318 (-7%)
Value$5.3M (-$427.3K)
Filed 2026-10-28
City Holding Co
INCREASED
Shares75,520 from 68,551
Change+6,969 (+10%)
Value$5.3M (+$448.1K)
Filed 2026-10-19
Unique Wealth, LLC
INCREASED
Shares75,343 from 75,068
Change+275 (+0%)
Value$5.3M (-$28.7K)
Filed 2026-10-16
First National Trust Co
INCREASED
Shares75,288 from 72,274
Change+3,014 (+4%)
Value$5.3M (+$166.6K)
Filed 2026-10-28
Waters Parkerson & Co., LLC
INCREASED
Shares74,970 from 70,483
Change+4,487 (+6%)
Value$5.3M (+$271.7K)
Filed 2026-11-04
BOS Asset Management, LLC
DECREASED
Shares74,246 from 74,993
Change-747 (-1%)
Value$5.2M (-$100.7K)
Filed 2026-10-09
Summit Financial Strategies, Inc.
DECREASED
Shares74,092 from 78,919
Change-4,827 (-6%)
Value$5.2M (-$391.3K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares73,491 from 56,864
Change+16,627 (+29%)
Value$5.2M (+$1.1M)
Filed 2026-10-07
Magnus Financial Group LLC
INCREASED
Shares73,421 from 66,496
Change+6,925 (+10%)
Value$5.2M (+$446.4K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares73,283 from 73,317
Change-34 (0%)
Value$5.2M (-$49.3K)
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares73,207 from 73,369
Change-162 (0%)
Value$5.2M (-$68.6K)
Filed 2026-10-30
Leeward Financial Partners, LLC
INCREASED
Shares73,168 from 72,812
Change+356 (+0%)
Value$5.2M (-$21.4K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares73,100 from 75,652
Change-2,552 (-3%)
Value$5.2M (-$228.6K)
Filed 2026-10-13
Greykasell Wealth Strategies, Inc.
INCREASED
Shares73,012 from 70,810
Change+2,202 (+3%)
Value$5.2M (+$110.1K)
Filed 2026-11-09
Sincerus Advisory, LLC
INCREASED
Shares72,554 from 70,129
Change+2,425 (+3%)
Value$5.1M (+$126.3K)
Filed 2026-10-09
Thoroughbred Financial Services, LLC
INCREASED
Shares72,532 from 64,984
Change+7,548 (+12%)
Value$5.1K (-$4.6M)
Filed 2026-11-09
Clear Wave Wealth Management LLC
INCREASED
Shares72,253 from 69,516
Change+2,737 (+4%)
Value$5.1M (+$148.8K)
Filed 2026-11-04
Nabity-Jensen Investment Management Inc
DECREASED
Shares71,914 from 72,192
Change-278 (0%)
Value$5.1M (-$65.9K)
Filed 2026-10-23
Rockingstone Advisors LLC
INCREASED
Shares71,700 from 71,024
Change+676 (+1%)
Value$5.1M (+$2.3K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares71,381 from 71,951
Change-570 (-1%)
Value$5.0M (-$31.6K)
Filed 2026-10-29
Norris Perne & French LLP
DECREASED
Shares70,842 from 74,416
Change-3,574 (-5%)
Value$5.0M (-$300.0K)
Filed 2026-10-23
Pathway Financial Advisors LLC
INCREASED
Shares70,764 from 48,848
Change+21,916 (+45%)
Value$5.0M (+$1.5M)
Filed 2026-10-07
Mechanics Bank Trust Department
INCREASED
Shares70,679 from 58,375
Change+12,304 (+21%)
Value$5.0M (+$831.4K)
Filed 2026-10-13
Sentinel Trust Co LBA
DECREASED
Shares70,653 from 75,317
Change-4,664 (-6%)
Value$5.0K (-$377)
Filed 2026-11-03
Conservest Capital Advisors, Inc.
INCREASED
Shares70,526 from 70,395
Change+131 (+0%)
Value$5.0M (-$35.8K)
Filed 2026-11-09
Nestegg Advisors, Inc.
INCREASED
Shares70,106 from 66,927
Change+3,179 (+5%)
Value$5.0M (+$181.6K)
Filed 2026-10-21
L.K. Benson & Company, P.C.
INCREASED
Shares69,231 from 39,994
Change+29,237 (+73%)
Value$4.9M (+$2.0M)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares68,789 from 74,666
Change-5,877 (-8%)
Value$4.9M (-$462.8K)
Filed 2026-11-05
Innealta Capital, LLC
INCREASED
Shares68,723 from 61,347
Change+7,376 (+12%)
Value$4.9M (+$481.6K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares68,555 from 55,011
Change+13,544 (+25%)
Value$4.8M (+$921.1K)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
DECREASED
Shares68,319 from 68,519
Change-200 (0%)
Value$4.8M (-$58.0K)
Filed 2026-10-15
Krane Financial Solutions LLC
INCREASED
Shares68,236 from 67,865
Change+371 (+1%)
Value$4.8M (-$17.3K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares68,160 from 500,268
Change-432,108 (-86%)
Value$4.8M (-$30.8M)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares67,980 from 73,024
Change-5,044 (-7%)
Value$4.8M (-$402.9K)
Filed 2026-10-20
Nova R Wealth, Inc.
DECREASED
Shares67,822 from 68,955
Change-1,133 (-2%)
Value$4.8M (-$124.1K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares67,789 from 38,415
Change+29,374 (+76%)
Value$4.8M (+$2.0M)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares67,616 from 37,275
Change+30,341 (+81%)
Value$4.8M (+$2.1M)
Filed 2026-10-23
Verus Wealth Management, LLC
INCREASED
Shares67,352 from 57,857
Change+9,495 (+16%)
Value$4.8M (+$633.4K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED
Shares67,226 from 64,037
Change+3,189 (+5%)
Value$4.7M (+$184.2K)
Filed 2026-10-30
S.A. Mason LLC
INCREASED
Shares67,108 from 61,131
Change+5,977 (+10%)
Value$4.7M (+$382.9K)
Filed 2026-10-13
Frankly Finances, LLC
INCREASED
Shares66,688 from 57,581
Change+9,107 (+16%)
Value$4.7M (+$606.2K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares66,632 from 64,361
Change+2,271 (+4%)
Value$4.7M (+$148.9K)
Filed 2026-10-30
Lpwm LLC
INCREASED
Shares66,596 from 66,057
Change+539 (+1%)
Value$4.7M (-$4.2K)
Filed 2026-10-20
National Wealth Management Group, LLC
INCREASED
Shares66,531 from 38,911
Change+27,620 (+71%)
Value$4.7M (+$1.9M)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
DECREASED
Shares66,358 from 66,935
Change-577 (-1%)
Value$4.7M (-$83.6K)
Filed 2026-10-19
Gold Investment Management Ltd.
DECREASED
Shares66,292 from 66,412
Change-120 (0%)
Value$4.7M (-$51.0K)
Filed 2026-10-19
WP Advisors, LLC
INCREASED
Shares66,256 from 58,663
Change+7,593 (+13%)
Value$4.7M (+$498.7K)
Filed 2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED
Shares66,224 from 65,589
Change+635 (+1%)
Value$4.7M (+$2.8K)
Filed 2026-10-26
Renasant Bank
DECREASED
Shares65,945 from 69,514
Change-3,569 (-5%)
Value$4.7M (-$296.5K)
Filed 2026-11-05
Quartz Partners, LLC
INCREASED
Shares65,797 from 62,466
Change+3,331 (+5%)
Value$4.6M (+$195.2K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares64,579 from 69,138
Change-4,559 (-7%)
Value$4.6M (-$366.2K)
Filed 2026-11-06
Peoples Bank
INCREASED
Shares64,529 from 55,221
Change+9,308 (+17%)
Value$4.6M (+$621.9K)
Filed 2026-10-26
Manchester Capital Management LLC
INCREASED
Shares64,382 from 62,686
Change+1,696 (+3%)
Value$4.5M (+$79.6K)
Filed 2026-10-22
Legacy Edge Advisors, LLC
INCREASED
Shares64,291 from 52,716
Change+11,575 (+22%)
Value$4.5M (+$783.6K)
Filed 2026-11-06
Forum Financial Management, LP
INCREASED
Shares64,264 from 62,912
Change+1,352 (+2%)
Value$4.5M (+$55.2K)
Filed 2026-10-16
Camelot Technology Advisors, Inc.
DECREASED
Shares64,245 from 65,779
Change-1,534 (-2%)
Value$4.5M (-$150.5K)
Filed 2026-10-09
Opinicus Capital, Inc.
DECREASED
Shares64,149 from 65,900
Change-1,751 (-3%)
Value$4.5M (-$165.9K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
DECREASED
Shares63,987 from 64,833
Change-846 (-1%)
Value$4.5M (-$101.2K)
Filed 2026-10-19
FAI Advisors, Inc.
DECREASED
Shares63,835 from 90,088
Change-26,253 (-29%)
Value$4.5M (-$1.9M)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares63,833 from 66,466
Change-2,633 (-4%)
Value$4.5M (-$228.5K)
Filed 2026-10-27
Alpine Bank Wealth Management
DECREASED
Shares63,774 from 63,993
Change-219 (0%)
Value$4.5M (-$56.4K)
Filed 2026-10-16
PFC Capital Group, Inc.
INCREASED
Shares63,630 from 62,398
Change+1,232 (+2%)
Value$4.5M (+$47.9K)
Filed 2026-11-06
LCW Services, LLC
INCREASED
Shares63,069 from 62,539
Change+530 (+1%)
Value$4.5M (-$2.6K)
Filed 2026-10-21
CJM Wealth Advisers, Ltd.
DECREASED
Shares62,797 from 64,153
Change-1,356 (-2%)
Value$4.4M (-$136.8K)
Filed 2026-10-27
Boston Trust Walden Corp
INCREASED
Shares62,378 from 59,678
Change+2,700 (+5%)
Value$4.4M (+$152.5K)
Filed 2026-10-30
Bath Savings Trust Co
INCREASED
Shares62,220 from 61,077
Change+1,143 (+2%)
Value$4.4M (+$41.6K)
Filed 2026-10-07
Stevens Capital Partners
INCREASED
Shares62,169 from 53,235
Change+8,934 (+17%)
Value$4.4M (+$596.8K)
Filed 2026-10-29
Lodestone Wealth Management LLC
INCREASED
Shares61,962 from 58,956
Change+3,006 (+5%)
Value$4.4M (+$174.6K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares61,777 from 60,387
Change+1,390 (+2%)
Value$4.4M (+$59.5K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares61,755 from 61,073
Change+682 (+1%)
Value$4.4M (+$9.1K)
Filed 2026-10-22
Old Peak Finance LLC
INCREASED
Shares61,510 from 61,506
Change+4 (+0%)
Value$4.3M (-$39.1K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
INCREASED
Shares61,493 from 60,707
Change+786 (+1%)
Value$4.3M (+$16.6K)
Filed 2026-10-22
Barry Investment Advisors, LLC
DECREASED
Shares61,330 from 66,214
Change-4,884 (-7%)
Value$4.3M (-$387.2K)
Filed 2026-10-14
Allodium Investment Consultants, LLC
DECREASED
Shares61,298 from 61,732
Change-434 (-1%)
Value$4.3M (-$70.2K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares60,928 from 52,144
Change+8,784 (+17%)
Value$4.3M (+$586.9K)
Filed 2026-10-28
Shepherd Financial Partners LLC
INCREASED
Shares60,793 from 60,784
Change+9 (+0%)
Value$4.3M (-$38.3K)
Filed 2026-11-03
Essex Bank
DECREASED
Shares60,788 from 60,837
Change-49 (0%)
Value$4.3M (-$42.4K)
Filed 2026-10-16
Elevate Capital Advisors, LLC
INCREASED
Shares60,697 from 17,903
Change+42,794 (+239%)
Value$4.3M (+$3.0M)
Filed 2026-11-02
Monument Capital Management
DECREASED
Shares60,678 from 61,417
Change-739 (-1%)
Value$4.3M (-$91.5K)
Filed 2026-10-09
Falcon Wealth Planning
INCREASED
Shares60,433 from 53,780
Change+6,653 (+12%)
Value$4.3M (+$435.4K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares60,410 from 61,070
Change-660 (-1%)
Value$4.3M (-$85.7K)
Filed 2026-10-20
Waystone Advisors LLC
UNCHANGED
Shares60,159 from 60,159
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-16
Topel & Distasi Wealth Management, LLC
INCREASED
Shares59,907 from 59,869
Change+38 (+0%)
Value$4.2M (-$35.6K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares59,467 from 58,225
Change+1,242 (+2%)
Value$4.2M (+$50.4K)
Filed 2026-10-26
Morling Financial Advisors, LLC
INCREASED
Shares59,152 from 58,356
Change+796 (+1%)
Value$4.2M (+$18.8K)
Filed 2026-10-28
Shepherd Street Advisors LLC
INCREASED
Shares59,052 from 58,167
Change+885 (+2%)
Value$4.2M (+$34.9K)
Filed 2026-10-21
Rockland Trust Co
DECREASED
Shares59,026 from 59,963
Change-937 (-2%)
Value$4.2M (-$104.5K)
Filed 2026-10-05
Van Cleef Asset Management,Inc
INCREASED
Shares58,880 from 58,615
Change+265 (+0%)
Value$4.2M (-$18.8K)
Filed 2026-10-20
Gray Private Wealth, LLC
DECREASED
Shares58,683 from 59,292
Change-609 (-1%)
Value$4.1M (-$80.9K)
Filed 2026-10-28
Cushing Capital Partners, LLC
DECREASED
Shares58,548 from 60,768
Change-2,220 (-4%)
Value$4.1M (-$195.6K)
Filed 2026-10-20
Stash Investments, LLC
INCREASED
Shares58,362 from 23,150
Change+35,212 (+152%)
Value$4.1M (+$2.5M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares58,300 from 53,432
Change+4,868 (+9%)
Value$4.1M (+$309.5K)
Filed 2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares58,002 from 18,590
Change+39,412 (+212%)
Value$4.1M (+$2.8M)
Filed 2026-10-14
HMV Wealth Advisors, LLC
INCREASED
Shares57,600 from 57,310
Change+290 (+1%)
Value$4.1M (-$16.2K)
Filed 2026-10-27
Centerline Wealth Advisors, LLC
INCREASED
Shares57,229 from 57,044
Change+185 (+0%)
Value$4.0M (-$23.4K)
Filed 2026-10-15
One Day In July LLC
DECREASED
Shares57,027 from 58,194
Change-1,167 (-2%)
Value$4.0M (-$119.6K)
Filed 2026-10-30
Innova Wealth Partners
INCREASED
Shares56,937 from 52,901
Change+4,036 (+8%)
Value$4.0M (+$251.1K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares56,813 from 1,008
Change+55,805 (+5536%)
Value$4.0M (+$3.9M)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares56,788 from 56,290
Change+498 (+1%)
Value$4.0M (-$809)
Filed 2026-10-16
Monograph Wealth Advisors, LLC
INCREASED
Shares56,712 from 22,725
Change+33,987 (+150%)
Value$4.0M (+$2.4M)
Filed 2026-11-09
TPG Financial Advisors, LLC
DECREASED
Shares56,670 from 57,539
Change-869 (-2%)
Value$4.0M (-$98.2K)
Filed 2026-11-09
Cove Private Wealth, LLC
DECREASED
Shares56,308 from 56,795
Change-487 (-1%)
Value$4.0M (-$70.7K)
Filed 2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares56,263 from 56,614
Change-351 (-1%)
Value$4.0M (-$61.0K)
Filed 2026-10-16
General Partner, Inc.
UNCHANGED
Shares55,579 from 55,579
Change0 (0%)
Value$3.9M (-$35.6K)
Filed 2026-10-05
Montecito Bank & Trust
INCREASED
Shares55,095 from 54,256
Change+839 (+2%)
Value$3.9M (+$24.5K)
Filed 2026-10-01
Compass Financial Group, Inc
INCREASED
Shares55,023 from 40,270
Change+14,753 (+37%)
Value$3.9M (+$1.0M)
Filed 2026-10-13
Retirement Investment Advisors, Inc.
DECREASED
Shares55,003 from 55,065
Change-62 (0%)
Value$3.9M (+$42.4K)
Filed 2026-10-22
BancFirst Trust & Investment Management
DECREASED
Shares54,975 from 55,072
Change-97 (0%)
Value$3.9M (+$7.4K)
Filed 2026-10-30
Fortis Capital Advisors, LLC
INCREASED
Shares54,878 from 43,795
Change+11,083 (+25%)
Value$3.9M (+$754.5K)
Filed 2026-11-09
ETF Portfolio Partners, Inc.
DECREASED
Shares54,784 from 54,822
Change-38 (0%)
Value$3.9M (-$37.8K)
Filed 2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED
Shares54,729 from 57,784
Change-3,055 (-5%)
Value$3.9M (-$252.7K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares54,717 from 53,755
Change+962 (+2%)
Value$3.9M (+$33.6K)
Filed 2026-10-07
Mullaney, Keating & Wright, Inc.
DECREASED
Shares54,530 from 57,909
Change-3,379 (-6%)
Value$3.9M (-$275.7K)
Filed 2026-10-19
Sherman Wealth Management LLC
INCREASED
Shares54,329 from 50,976
Change+3,353 (+7%)
Value$3.8M (+$204.2K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares54,026 from 47,807
Change+6,219 (+13%)
Value$3.8M (+$408.5K)
Filed 2026-11-02
Family Wealth Partners, LLC
DECREASED
Shares54,002 from 55,990
Change-1,988 (-4%)
Value$3.8M (-$176.2K)
Filed 2026-10-20
Weinberger Asset Management, Inc
DECREASED
Shares53,852 from 54,337
Change-485 (-1%)
Value$3.8M (-$34.8K)
Filed 2026-10-28
Collective Family Office LLC
DECREASED
Shares53,710 from 54,731
Change-1,021 (-2%)
Value$3.8M (-$107.1K)
Filed 2026-10-05
Shrier Wealth Management, LLC
INCREASED
Shares53,378 from 53,356
Change+22 (+0%)
Value$3.8M (-$32.6K)
Filed 2026-10-20
Maltin Wealth Management, Inc.
INCREASED
Shares53,336 from 53,245
Change+91 (+0%)
Value$3.8M (-$27.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares53,334 from 56,725
Change-3,391 (-6%)
Value$3.8M (-$275.7K)
Filed 2026-11-04
Beam Wealth Advisors, Inc.
INCREASED
Shares53,171 from 38,925
Change+14,246 (+37%)
Value$3.8M (+$981.0K)
Filed 2026-11-03
Beacon Financial Group
UNCHANGED
Shares53,108 from 53,108
Change0 (0%)
Value$3.7M (-$34.0K)
Filed 2026-10-19
Uptown Financial Advisors LLC
DECREASED
Shares52,963 from 53,094
Change-131 (0%)
Value$3.7M (-$43.3K)
Filed 2026-10-15
N.E.W. Advisory Services LLC
INCREASED
Shares52,756 from 52,463
Change+293 (+1%)
Value$3.7M (-$12.9K)
Filed 2026-11-09
Palatine Hill Wealth Management, LLC
INCREASED
Shares52,720 from 52,714
Change+6 (+0%)
Value$3.7M (-$33.3K)
Filed 2026-11-03
Leisure Capital Management
INCREASED
Shares52,613 from 46,977
Change+5,636 (+12%)
Value$3.7M (+$367.9K)
Filed 2026-11-03
MY Wealth Management Inc.
INCREASED
Shares52,613 from 49,431
Change+3,182 (+6%)
Value$3.7M (+$193.0K)
Filed 2026-10-21
Greenleaf Trust
INCREASED
Shares52,601 from 51,294
Change+1,307 (+3%)
Value$3.7M (+$59.5K)
Filed 2026-10-29
Shaker Financial Services, LLC
INCREASED
Shares52,531 from 52,403
Change+128 (+0%)
Value$3.7M (-$24.5K)
Filed 2026-10-14
AlTi Global, Inc.
INCREASED
Shares52,520 from 50,873
Change+1,647 (+3%)
Value$3.7M (+$83.7K)
Filed 2026-11-09
Covestor Ltd
INCREASED
Shares52,101 from 50,745
Change+1,356 (+3%)
Value$3.7K (-$3.6M)
Filed 2026-10-30
Baron Wealth Management LLC
INCREASED
Shares51,736 from 51,693
Change+43 (+0%)
Value$3.7M (-$30.0K)
Filed 2026-10-27
Squarepoint Ops LLC
INCREASED
Shares51,598 from 13,862
Change+37,736 (+272%)
Value$3.6M (+$2.7M)
Filed 2026-11-09
Maseco LLP
INCREASED
Shares51,553 from 36,882
Change+14,671 (+40%)
Value$3.6M (+$1.0M)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares51,523 from 48,958
Change+2,565 (+5%)
Value$3.6M (+$158.4K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares51,473 from 47,197
Change+4,276 (+9%)
Value$3.6M (+$271.8K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares51,222 from 51,980
Change-758 (-1%)
Value$3.6M (-$86.8K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares51,155 from 45,094
Change+6,061 (+13%)
Value$3.6M (+$399.1K)
Filed 2026-11-05
Firestone Capital Management
DECREASED
Shares51,077 from 52,288
Change-1,211 (-2%)
Value$3.6M (-$119.0K)
Filed 2026-11-03
GS Investments, Inc.
UNCHANGED
Shares51,065 from 51,065
Change0 (0%)
Value$3.6M (-$32.7K)
Filed 2026-11-05
Legacy Financial Advisors, Inc.
DECREASED
Shares50,659 from 53,466
Change-2,807 (-5%)
Value$3.6M (-$232.4K)
Filed 2026-11-09
KFG LLC
NEW
Shares50,500
Change+50,500
Value$3.6M
Filed 2026-11-02
King Luther Capital Management Corp
INCREASED
Shares50,261 from 49,755
Change+506 (+1%)
Value$3.5M (+$3.9K)
Filed 2026-11-05
PCA Investment Advisory Services Inc.
INCREASED
Shares50,186 from 47,235
Change+2,951 (+6%)
Value$3.5M (+$178.1K)
Filed 2026-10-13
Lane Brothers & Co Inc
DECREASED
Shares49,907 from 80,939
Change-31,032 (-38%)
Value$3.5M (-$2.2M)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares49,429 from 47,429
Change+2,000 (+4%)
Value$3.5M (+$110.9K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
DECREASED
Shares49,411 from 55,492
Change-6,081 (-11%)
Value$3.5M (-$464.9K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares49,397 from 47,021
Change+2,376 (+5%)
Value$3.5M (+$137.7K)
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares49,120 from 46,212
Change+2,908 (+6%)
Value$3.5M (+$175.8K)
Filed 2026-10-23
Flagstar Securities, Inc
INCREASED
Shares49,014 from 37,223
Change+11,791 (+32%)
Value$3.5M (+$808.7K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares48,874 from 67,973
Change-19,099 (-28%)
Value$3.5M (-$1.4M)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares48,776 from 48,610
Change+166 (+0%)
Value$3.4M (-$19.4K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares48,717 from 48,069
Change+648 (+1%)
Value$3.4M (+$15.0K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares48,707 from 11,757
Change+36,950 (+314%)
Value$3.4M (+$2.6M)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares48,624 from 47,264
Change+1,360 (+3%)
Value$3.4M (+$67.4K)
Filed 2026-10-14
Arbor Wealth Advisors LLC
INCREASED
Shares48,376 from 46,636
Change+1,740 (+4%)
Value$3.4M (+$93.0K)
Filed 2026-10-09
Delta Financial Advisors LLC
INCREASED
Shares48,324 from 45,891
Change+2,433 (+5%)
Value$3.4M (+$142.4K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares48,180 from 9,701
Change+38,479 (+397%)
Value$3.4M (+$2.7M)
Filed 2026-10-20
Bayban
UNCHANGED
Shares47,953 from 47,953
Change0 (0%)
Value$3.4M ($0)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares47,917 from 51,566
Change-3,649 (-7%)
Value$3.4M (-$290.6K)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED
Shares47,834 from 47,582
Change+252 (+1%)
Value$3.4M (+$29.6K)
Filed 2026-10-09
DB Fitzpatrick & Co, Inc
DECREASED
Shares47,825 from 48,690
Change-865 (-2%)
Value$3.4M (-$92.2K)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares47,783 from 55,087
Change-7,304 (-13%)
Value$3.3M (-$577.3K)
Filed 2026-10-20
Archvest Wealth Advisors, Inc.
DECREASED
Shares47,590 from 48,361
Change-771 (-2%)
Value$3.4M (-$85.4K)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares47,419 from 33,877
Change+13,542 (+40%)
Value$3.3M (+$934.5K)
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares47,405 from 49,729
Change-2,324 (-5%)
Value$3.3M (-$195.9K)
Filed 2026-10-22
Thrive Wealth Management, LLC
INCREASED
Shares47,305 from 44,937
Change+2,368 (+5%)
Value$3.3M (+$138.4K)
Filed 2026-10-13
Guidance Capital, Inc
DECREASED
Shares46,976 from 47,652
Change-676 (-1%)
Value$3.3M (-$67.1K)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares46,892 from 48,515
Change-1,623 (-3%)
Value$3.3M (-$145.6K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares46,860 from 47,698
Change-838 (-2%)
Value$3.3M (-$89.7K)
Filed 2026-11-02
Summit Asset Management, LLC
UNCHANGED
Shares46,654 from 46,654
Change0 (0%)
Value$3.3M (-$29.9K)
Filed 2026-11-05
Benchmark Financial, LLC
INCREASED
Shares46,303 from 46,107
Change+196 (+0%)
Value$3.3M (-$15.7K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED
Shares46,187 from 46,187
Change0 (0%)
Value$3.3M (-$29.6K)
Filed 2026-10-27
Whipplewood Advisors, LLC
INCREASED
Shares46,012 from 44,020
Change+1,992 (+5%)
Value$3.2M (+$112.5K)
Filed 2026-10-20
RCW Management, LLC
INCREASED
Shares45,994 from 45,624
Change+370 (+1%)
Value$3.2M (-$3.1K)
Filed 2026-10-30
Navigate Wealth Management, LLC
INCREASED
Shares45,732 from 29,423
Change+16,309 (+55%)
Value$3.2M (+$1.2M)
Filed 2026-10-14
Jefferson Bridge Capital, LLC
INCREASED
Shares45,319 from 45,256
Change+63 (+0%)
Value$3.2M (-$24.5K)
Filed 2026-11-06
Luminvest Wealth Management LLC
DECREASED
Shares44,520 from 72,323
Change-27,803 (-38%)
Value$3.1M (-$2.0M)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares44,042 from 41,799
Change+2,243 (+5%)
Value$3.1M (+$131.6K)
Filed 2026-10-30
Holos Integrated Wealth LLC
INCREASED
Shares43,845 from 41,595
Change+2,250 (+5%)
Value$3.0M (+$97.0K)
Filed 2026-10-23
Mcdonald Partners LLC
INCREASED
Shares43,834 from 41,013
Change+2,821 (+7%)
Value$3.1M (+$173.0K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares43,798 from 42,562
Change+1,236 (+3%)
Value$3.1M (+$60.0K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares43,518 from 38,384
Change+5,134 (+13%)
Value$3.1M (+$337.9K)
Filed 2026-10-28
C2c Wealth Management, LLC
DECREASED
Shares43,511 from 43,861
Change-350 (-1%)
Value$3.1M (-$52.8K)
Filed 2026-10-20
J. R. Prunier Capital Management LLC
INCREASED
Shares43,368 from 43,263
Change+105 (+0%)
Value$3.1M (-$20.2K)
Filed 2026-11-09
Money Concepts Capital Corp
INCREASED
Shares43,324 from 8,453
Change+34,871 (+413%)
Value$3.1M (+$2.5M)
Filed 2026-11-06
Certior Financial Group, LLC
INCREASED
Shares43,313 from 42,724
Change+589 (+1%)
Value$3.1M (+$14.3K)
Filed 2026-10-19
Watershed Private Wealth LLC
INCREASED
Shares43,170 from 36,584
Change+6,586 (+18%)
Value$3.0M (+$441.6K)
Filed 2026-10-30
Adirondack Capital Advisors, LLC
INCREASED
Shares42,957 from 41,299
Change+1,658 (+4%)
Value$3.0M (+$90.6K)
Filed 2026-10-09
Diversified Portfolios, Inc.
DECREASED
Shares42,810 from 43,076
Change-266 (-1%)
Value$3.0M (-$46.4K)
Filed 2026-11-04
Security Benefit Life Insurance Co
INCREASED
Shares42,700 from 35,500
Change+7,200 (+20%)
Value$3.0M (+$485.7K)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares42,633 from 56,824
Change-14,191 (-25%)
Value$3.0M (-$1.0M)
Filed 2026-11-06
Trek Financial, LLC
DECREASED
Shares42,569 from 47,151
Change-4,582 (-10%)
Value$3.0M (-$353.7K)
Filed 2026-10-29
May Hill Capital, LLC
DECREASED
Shares42,201 from 42,575
Change-374 (-1%)
Value$3.0M (-$53.6K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares42,195 from 42,025
Change+170 (+0%)
Value$3.0M (-$14.9K)
Filed 2026-10-28
Andrews Advisory Associates, LLC
DECREASED
Shares41,834 from 45,052
Change-3,218 (-7%)
Value$3.0M (-$256.1K)
Filed 2026-10-15
Fire Capital Management LLC
INCREASED
Shares41,662 from 15,171
Change+26,491 (+175%)
Value$2.9M (+$1.9M)
Filed 2026-10-27
Maryland Capital Advisors Inc.
DECREASED
Shares41,657 from 42,318
Change-661 (-2%)
Value$2.9M (-$73.8K)
Filed 2026-10-15
Allen Capital Group, LLC
DECREASED
Shares41,633 from 41,865
Change-232 (-1%)
Value$2.9M (-$43.2K)
Filed 2026-10-27
Cogent Private Wealth, Inc.
DECREASED
Shares41,387 from 41,698
Change-311 (-1%)
Value$2.9M (-$48.6K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares41,359 from 41,609
Change-250 (-1%)
Value$2.9M (-$44.3K)
Filed 2026-11-05
Bison Wealth, LLC
INCREASED
Shares40,877 from 40,335
Change+542 (+1%)
Value$2.9M (-$40.4K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares40,659 from 44,798
Change-4,139 (-9%)
Value$2.9M (-$320.9K)
Filed 2026-11-03
Family CFO Inc
INCREASED
Shares40,606 from 39,454
Change+1,152 (+3%)
Value$2.9M (+$56.1K)
Filed 2026-10-30
Hegarty Advisors, LLC
INCREASED
Shares40,491 from 27,595
Change+12,896 (+47%)
Value$2.9M (+$892.9K)
Filed 2026-10-20
Bahl & Gaynor LLC
DECREASED
Shares40,480 from 41,028
Change-548 (-1%)
Value$2.9M (-$65.0K)
Filed 2026-11-05
Gridiron Partners, LLC
INCREASED
Shares40,444 from 27,048
Change+13,396 (+50%)
Value$2.9M (+$928.6K)
Filed 2026-10-08
Curry Webb Wealth Management LLC
UNCHANGED
Shares40,369 from 40,369
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-22
Riverchase Wealth Management, LLC
UNCHANGED
Shares40,253 from 40,253
Change0 (0%)
Value$2.8M (-$25.8K)
Filed 2026-10-28
Platform Technology Partners
INCREASED
Shares40,235 from 35,536
Change+4,699 (+13%)
Value$2.8M (+$309.0K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
DECREASED
Shares40,138 from 40,304
Change-166 (0%)
Value$2.8M (-$37.5K)
Filed 2026-10-29
Solstein Capital, LLC
INCREASED
Shares40,004 from 39,907
Change+97 (+0%)
Value$2.8M (-$18.7K)
Filed 2026-11-02
Appleton Partners Inc
DECREASED
Shares39,686 from 40,186
Change-500 (-1%)
Value$2.8K (-$2.9M)
Filed 2026-10-30
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares39,653 from 21,590
Change+18,063 (+84%)
Value$2.8M (+$1.3M)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED
Shares39,322 from 36,696
Change+2,626 (+7%)
Value$2.8M (+$161.9K)
Filed 2026-10-29
Sherry Group, Inc.
INCREASED
Shares39,032 from 38,877
Change+155 (+0%)
Value$2.8M (-$1.0K)
Filed 2026-10-09
Clientfirst Wealth Management, LLC
DECREASED
Shares38,562 from 38,974
Change-412 (-1%)
Value$2.7M (-$54.0K)
Filed 2026-11-04
Ironwood Investment Counsel, LLC
DECREASED
Shares38,466 from 39,261
Change-795 (-2%)
Value$2.7M (-$81.3K)
Filed 2026-11-10
Viewpoint Investment Partners Corp
UNCHANGED
Shares38,461 from 38,461
Change0 (0%)
Value$2.7M (-$24.6K)
Filed 2026-10-26
Davidson Trust Co
DECREASED
Shares38,398 from 38,529
Change-131 (0%)
Value$2.7M (-$34.1K)
Filed 2026-10-09
Great Lakes Advisors, LLC
DECREASED
Shares38,389 from 93,950
Change-55,561 (-59%)
Value$2.7M (-$4.0M)
Filed 2026-11-06
Clear Retirement Advice LLC
DECREASED
Shares38,327 from 42,061
Change-3,734 (-9%)
Value$2.7M (-$290.6K)
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares38,204 from 39,652
Change-1,448 (-4%)
Value$2.7M (-$127.6K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares38,057 from 37,789
Change+268 (+1%)
Value$2.7M (-$5.3K)
Filed 2026-10-19
Capital Asset Managemnet, LLC
INCREASED
Shares37,948 from 36,361
Change+1,587 (+4%)
Value$2.7M (+$88.8K)
Filed 2026-11-09
Kennebec Savings Bank
DECREASED
Shares37,759 from 37,852
Change-93 (0%)
Value$2.7M (-$30.8K)
Filed 2026-10-22
Financial Planning Hawaii, Inc.
INCREASED
Shares37,691 from 35,766
Change+1,925 (+5%)
Value$2.7M (+$113.1K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares37,677 from 40,107
Change-2,430 (-6%)
Value$2.7M (-$197.2K)
Filed 2026-10-28
Capital City Trust Co
DECREASED
Shares37,621 from 41,790
Change-4,169 (-10%)
Value$2.7M (-$321.1K)
Filed 2026-10-22
Victory Financial Group, LLC
DECREASED
Shares37,307 from 37,397
Change-90 (0%)
Value$2.6M (-$30.3K)
Filed 2026-10-27
Ceera Investments, LLC
INCREASED
Shares37,207 from 4,069
Change+33,138 (+814%)
Value$2.6M (+$2.3M)
Filed 2026-11-02
AFG Fiduciary Services Limited Partnership
INCREASED
Shares37,072 from 33,699
Change+3,373 (+10%)
Value$2.6M (+$211.0K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares36,740 from 37,511
Change-771 (-2%)
Value$2.6M (-$78.4K)
Filed 2026-10-26
Sage Capital Advisors,llc
INCREASED
Shares36,667 from 35,622
Change+1,045 (+3%)
Value$2.6M (+$51.0K)
Filed 2026-10-13
Exchange Bank
INCREASED
Shares36,624 from 31,223
Change+5,401 (+17%)
Value$2.6M (+$361.4K)
Filed 2026-10-07
Entrewealth, LLC
INCREASED
Shares36,605 from 32,952
Change+3,653 (+11%)
Value$2.6M (+$208.2K)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
INCREASED
Shares36,572 from 36,069
Change+503 (+1%)
Value$2.6M (+$12.4K)
Filed 2026-11-05
Keeler Thomas Management LLC
INCREASED
Shares36,547 from 18,626
Change+17,921 (+96%)
Value$2.6M (+$1.3M)
Filed 2026-10-29
Phillip James Consulting Co.
DECREASED
Shares36,514 from 37,298
Change-784 (-2%)
Value$2.6M (-$79.2K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares36,377 from 33,506
Change+2,871 (+9%)
Value$2.6M (+$181.2K)
Filed 2026-10-22
William Howard & Co Financial Advisors Inc
DECREASED
Shares36,282 from 36,641
Change-359 (-1%)
Value$2.6M (-$48.8K)
Filed 2026-11-04
Aquire Wealth Advisors, LLC
DECREASED
Shares36,073 from 36,214
Change-141 (0%)
Value$2.5M (-$33.1K)
Filed 2026-10-23
AUA Capital Management, LLC
UNCHANGED
Shares36,069 from 36,069
Change0 (0%)
Value$2.5M (-$23.0K)
Filed 2026-10-15
Bell Bank
UNCHANGED
Shares35,846 from 35,846
Change0 (0%)
Value$2.5M (-$22.9K)
Filed 2026-10-21
Legacy Bridge, LLC
DECREASED
Shares35,734 from 36,195
Change-461 (-1%)
Value$2.5M (-$55.7K)
Filed 2026-10-28
Harmony Asset Management LLC
INCREASED
Shares35,703 from 29,877
Change+5,826 (+20%)
Value$2.5M (+$392.3K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares35,615 from 35,615
Change0 (0%)
Value$2.5K (-$2.5M)
Filed 2026-11-05
Riverbend Wealth Management, LLC
INCREASED
Shares35,542 from 4,223
Change+31,319 (+742%)
Value$2.5M (+$2.2M)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares35,376 from 35,539
Change-163 (0%)
Value$2.5M (-$60.8K)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares35,334 from 51,058
Change-15,724 (-31%)
Value$2.5M (-$1.1M)
Filed 2026-10-16
HighPoint Advisor Group LLC
INCREASED
Shares35,214 from 31,927
Change+3,287 (+10%)
Value$2.5M (+$211.7K)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares35,081 from 31,595
Change+3,486 (+11%)
Value$2.5M (+$225.9K)
Filed 2026-10-26
Washington Trust Co
DECREASED
Shares35,022 from 35,210
Change-188 (-1%)
Value$2.5M (-$35.8K)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares35,017 from 35,597
Change-580 (-2%)
Value$2.5M (-$63.7K)
Filed 2026-11-03
Atala Financial Inc
INCREASED
Shares34,810 from 32,190
Change+2,620 (+8%)
Value$2.5M (+$164.4K)
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares34,652 from 35,879
Change-1,227 (-3%)
Value$2.4M (-$109.5K)
Filed 2026-10-19
Eagle Bluffs Wealth Management LLC
DECREASED
Shares34,474 from 34,517
Change-43 (0%)
Value$2.4M (-$25.1K)
Filed 2026-10-20
Greystone Financial Group, LLC
INCREASED
Shares34,445 from 34,356
Change+89 (+0%)
Value$2.4M (-$15.7K)
Filed 2026-10-26
Pacific Park Financial, Inc.
DECREASED
Shares34,249 from 34,297
Change-48 (0%)
Value$2.4M (-$25.3K)
Filed 2026-10-13
CMH Wealth Management LLC
DECREASED
Shares34,225 from 35,800
Change-1,575 (-4%)
Value$2.4M (-$134.1K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares34,121 from 34,574
Change-453 (-1%)
Value$2.4M (-$54.1K)
Filed 2026-11-05
Insight 2811, Inc.
INCREASED
Shares34,053 from 33,585
Change+468 (+1%)
Value$2.4M (+$11.6K)
Filed 2026-11-06
Milestone Asset Management Group, LLC
INCREASED
Shares34,031 from 32,540
Change+1,491 (+5%)
Value$2.4M (+$84.4K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares33,972 from 32,304
Change+1,668 (+5%)
Value$2.4M (+$97.1K)
Filed 2026-10-27
Angeles Investment Advisors, LLC
INCREASED
Shares33,918 from 4,485
Change+29,433 (+656%)
Value$2.4M (+$2.1M)
Filed 2026-10-22
Downshift Financial, LLC
DECREASED
Shares33,842 from 34,709
Change-867 (-2%)
Value$2.4M (-$83.4K)
Filed 2026-10-13
Beacon Advisors Holdings, LLC
INCREASED
Shares33,763 from 33,681
Change+82 (+0%)
Value$2.4M (-$15.8K)
Filed 2026-10-27
Seven Mile Advisory
DECREASED
Shares33,631 from 34,460
Change-829 (-2%)
Value$2.4M (-$80.6K)
Filed 2026-10-22
Andina Capital Management, LLC
DECREASED
Shares33,574 from 38,894
Change-5,320 (-14%)
Value$2.4M (-$400.5K)
Filed 2026-10-21
Wincap Financial LLC
DECREASED
Shares33,344 from 34,486
Change-1,142 (-3%)
Value$2.4M (-$102.7K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
DECREASED
Shares33,294 from 33,733
Change-439 (-1%)
Value$2.4M (-$52.6K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
INCREASED
Shares33,225 from 32,728
Change+497 (+2%)
Value$2.3M (+$14.1K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares33,174 from 28,871
Change+4,303 (+15%)
Value$2.3M (+$263.5K)
Filed 2026-10-13
Carl P. Sherr & Co., LLC
INCREASED
Shares33,061 from 32,392
Change+669 (+2%)
Value$2.3M (+$26.5K)
Filed 2026-11-06
Global Financial Private Client, LLC
DECREASED
Shares33,060 from 34,522
Change-1,462 (-4%)
Value$2.3M (-$125.3K)
Filed 2026-10-15
Fermata Advisors, LLC
DECREASED
Shares33,044 from 34,009
Change-965 (-3%)
Value$2.3M (-$89.9K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares32,797 from 30,507
Change+2,290 (+8%)
Value$2.3M (+$142.1K)
Filed 2026-10-28
Eagle Bay Advisors LLC
DECREASED
Shares32,704 from 45,079
Change-12,375 (-27%)
Value$2.3M (-$902.7K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares32,704 from 32,146
Change+558 (+2%)
Value$2.3M (+$18.8K)
Filed 2026-10-08
Glenview Trust Co
INCREASED
Shares32,693 from 30,051
Change+2,642 (+9%)
Value$2.3M (+$167.3K)
Filed 2026-10-28
Generations Wealth, LLC
INCREASED
Shares32,640 from 28,888
Change+3,752 (+13%)
Value$2.3M (+$246.4K)
Filed 2026-11-09
Bigelow Investment Advisors, LLC
DECREASED
Shares32,615 from 33,290
Change-675 (-2%)
Value$2.3M (-$69.0K)
Filed 2026-10-13
3 Factor Indexing, LLC
INCREASED
Shares32,329 from 31,953
Change+376 (+1%)
Value$2.3M (+$6.1K)
Filed 2026-10-15
Jeter Robert S II
NEW
Shares32,129
Change+32,129
Value$2.3M
Filed 2026-10-16
Charis Legacy Partners, LLC
DECREASED
Shares31,934 from 32,101
Change-167 (-1%)
Value$2.3M (-$32.4K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
DECREASED
Shares31,886 from 32,421
Change-535 (-2%)
Value$2.3M (-$58.5K)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares31,786 from 31,199
Change+587 (+2%)
Value$2.2M (+$21.5K)
Filed 2026-10-08
Hardy Reed LLC
DECREASED
Shares31,733 from 32,326
Change-593 (-2%)
Value$2.2M (-$62.6K)
Filed 2026-11-06
CX Institutional
INCREASED
Shares31,587 from 31,279
Change+308 (+1%)
Value$2.2K (+$1)
Filed 2026-10-02
Moneco Advisors, LLC
DECREASED
Shares31,547 from 32,288
Change-741 (-2%)
Value$2.2M (-$73.0K)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares31,508 from 40,082
Change-8,574 (-21%)
Value$2.2M (-$631.1K)
Filed 2026-10-06
Steinberganna Wealth Management
INCREASED
Shares31,467 from 31,459
Change+8 (+0%)
Value$2.2M (-$19.6K)
Filed 2026-10-23
Pecaut & Co.
INCREASED
Shares31,412 from 30,802
Change+610 (+2%)
Value$2.2M (+$23.4K)
Filed 2026-10-27
Global Assets Advisory, LLC
INCREASED
Shares31,371 from 29,240
Change+2,131 (+7%)
Value$2.2M (+$171.1K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
INCREASED
Shares31,317 from 29,625
Change+1,692 (+6%)
Value$2.2M (+$100.5K)
Filed 2026-10-21
Northstar Asset Management Co
DECREASED
Shares31,255 from 31,630
Change-375 (-1%)
Value$2.2M (-$13.3K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
DECREASED
Shares31,187 from 35,045
Change-3,858 (-11%)
Value$2.2M (-$294.9K)
Filed 2026-11-03
Synergy Asset Management, LLC
INCREASED
Shares31,120 from 30,650
Change+470 (+2%)
Value$2.2M (+$13.6K)
Filed 2026-11-05
McNaughton Wealth Management, LLC
INCREASED
Shares31,100 from 29,182
Change+1,918 (+7%)
Value$2.2M (+$116.7K)
Filed 2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares31,072 from 27,561
Change+3,511 (+13%)
Value$2.2M (+$230.3K)
Filed 2026-10-13
Kestra Investment Management, LLC
DECREASED
Shares31,004 from 33,724
Change-2,720 (-8%)
Value$2.2M (-$213.6K)
Filed 2026-11-04
Aries Wealth Management
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$2.2M (-$19.8K)
Filed 2026-10-23
Heritage Investment Group, Inc.
UNCHANGED
Shares30,999 from 30,999
Change0 (0%)
Value$2.2M (-$19.8K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares30,968 from 24,755
Change+6,213 (+25%)
Value$2.2K (-$1.4M)
Filed 2026-11-04
4Wealth Advisors, Inc.
NEW
Shares30,913
Change+30,913
Value$2.2M
Filed 2026-10-13
Tufton Capital Management
INCREASED
Shares30,800 from 26,814
Change+3,986 (+15%)
Value$2.2K (-$1.9M)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares30,664 from 31,765
Change-1,101 (-3%)
Value$2.2M (-$98.1K)
Filed 2026-11-05
Lutz Financial Services LLC
DECREASED
Shares30,617 from 30,620
Change-3 (0%)
Value$2.2M (-$19.8K)
Filed 2026-11-06
TruNorth Capital Management, LLC
UNCHANGED
Shares30,562 from 30,562
Change0 (0%)
Value$2.2M (-$19.6K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares30,435 from 30,446
Change-11 (0%)
Value$2.1M (-$47.7K)
Filed 2026-10-13
Quantify Chaos Advisors, LLC
INCREASED
Shares30,345 from 27,764
Change+2,581 (+9%)
Value$2.1M (+$164.5K)
Filed 2026-11-04
S&A Financial Services, Inc.
INCREASED
Shares30,285 from 30,222
Change+63 (+0%)
Value$2.1M (-$14.9K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares30,235 from 30,150
Change+85 (+0%)
Value$2.1M (-$13.3K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares30,199 from 28,981
Change+1,218 (+4%)
Value$2.1K (+$67)
Filed 2026-10-27
J. Safra Sarasin Holding AG
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-26
Compass Wealth Management LLC
INCREASED
Shares29,998 from 28,518
Change+1,480 (+5%)
Value$2.1M (+$86.3K)
Filed 2026-10-22
SBK Financial, Inc.
UNCHANGED
Shares29,991 from 29,991
Change0 (0%)
Value$2.1M (-$19.2K)
Filed 2026-11-02
Peoples Financial Services Corp.
UNCHANGED
Shares29,930 from 29,930
Change0 (0%)
Value$2.1M (-$19.2K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares29,878 from 29,879
Change-1 (0%)
Value$2.1M (-$19.2K)
Filed 2026-10-09
Topor & Co. Korea
UNCHANGED
Shares29,771 from 29,771
Change0 (0%)
Value$2.1M (-$19.1K)
Filed 2026-10-22
MMA Asset Management LLC
INCREASED
Shares29,541 from 28,295
Change+1,246 (+4%)
Value$2.1M (+$69.9K)
Filed 2026-11-02
IFG Advisory, LLC
DECREASED
Shares29,381 from 34,114
Change-4,733 (-14%)
Value$2.1M (-$356.0K)
Filed 2026-11-09
Gibbs Wealth Management
INCREASED
Shares29,298 from 25,724
Change+3,574 (+14%)
Value$2.1M (+$235.9K)
Filed 2026-10-22
Parcion Private Wealth LLC
UNCHANGED
Shares29,186 from 29,186
Change0 (0%)
Value$2.1M (-$18.7K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares29,127 from 4,798
Change+24,329 (+507%)
Value$2.1M (+$1.7M)
Filed 2026-10-13
Fingerlakes Wealth Management, Inc.
INCREASED
Shares29,076 from 25,600
Change+3,476 (+14%)
Value$2.1M (+$229.1K)
Filed 2026-11-04
Rainier Family Wealth Inc
INCREASED
Shares29,019 from 27,391
Change+1,628 (+6%)
Value$2.0M (+$97.4K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares28,968 from 26,336
Change+2,632 (+10%)
Value$2.0M (+$169.0K)
Filed 2026-10-28
Sunburst Financial Group, LLC
DECREASED
Shares28,799 from 28,881
Change-82 (0%)
Value$2.0M (-$24.2K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares28,529 from 28,021
Change+508 (+2%)
Value$2.0M (+$17.9K)
Filed 2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares28,455 from 27,332
Change+1,123 (+4%)
Value$2.0M (+$61.8K)
Filed 2026-10-19
Howland Capital Management LLC
INCREASED
Shares28,407 from 28,184
Change+223 (+1%)
Value$2.0M (-$2.3K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares28,327 from 28,170
Change+157 (+1%)
Value$2.0M (-$7.0K)
Filed 2026-11-04
Seven Bridges Advisors LLC
UNCHANGED
Shares28,245 from 28,245
Change0 (0%)
Value$2.0M (-$18.1K)
Filed 2026-10-07
Milestone Investment Advisors LLC
UNCHANGED
Shares28,114 from 28,114
Change0 (0%)
Value$2.0M (-$18.0K)
Filed 2026-11-05
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares28,031 from 28,031
Change0 (0%)
Value$2.0M (-$17.9K)
Filed 2026-11-06
Cohen Investment Advisors LLC
DECREASED
Shares28,029 from 28,114
Change-85 (0%)
Value$2.0M (-$24.0K)
Filed 2026-10-20
Aureum Wealth Management, LLC
DECREASED
Shares27,910 from 28,043
Change-133 (0%)
Value$2.0M (-$27.3K)
Filed 2026-10-15
Sterling Financial Planning, Inc.
DECREASED
Shares27,887 from 28,535
Change-648 (-2%)
Value$2.0M (-$64.0K)
Filed 2026-10-28
Peck Wealth Management, LLC
INCREASED
Shares27,739 from 27,229
Change+510 (+2%)
Value$2.0M (+$18.5K)
Filed 2026-10-29
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares27,726 from 23,158
Change+4,568 (+20%)
Value$2.0M (+$307.7K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares27,681 from 24,131
Change+3,550 (+15%)
Value$2.0M (+$235.2K)
Filed 2026-11-06
Heirloom Wealth Management
INCREASED
Shares27,670 from 27,628
Change+42 (+0%)
Value$2.0M (-$14.7K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
DECREASED
Shares27,542 from 38,268
Change-10,726 (-28%)
Value$1.9M (-$781.9K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares27,526 from 30,054
Change-2,528 (-8%)
Value$1.9M (-$197.7K)
Filed 2026-10-29
Vertrix Wealth Management, LLC
INCREASED
Shares27,464 from 25,696
Change+1,768 (+7%)
Value$1.9M (+$108.4K)
Filed 2026-10-13
Advus Financial Partners, LLC
DECREASED
Shares27,431 from 27,949
Change-518 (-2%)
Value$1.9M (-$54.5K)
Filed 2026-10-20
Level Four Advisory Services, LLC
DECREASED
Shares27,293 from 32,561
Change-5,268 (-16%)
Value$1.9M (-$392.8K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares26,919 from 19,106
Change+7,813 (+41%)
Value$1.9M (+$539.5K)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED
Shares26,845 from 26,805
Change+40 (+0%)
Value$1.9M (-$14.3K)
Filed 2026-10-13
Eagle Global Advisors LLC
INCREASED
Shares26,795 from 11,795
Change+15,000 (+127%)
Value$1.9M (+$1.1M)
Filed 2026-11-02
Hall Laurie J Trustee
UNCHANGED
Shares26,669 from 26,669
Change0 (0%)
Value$1.9M (-$17.1K)
Filed 2026-10-06
Midland Wealth Advisors, LLC
INCREASED
Shares26,654 from 25,658
Change+996 (+4%)
Value$1.9M (+$53.9K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares26,537 from 24,905
Change+1,632 (+7%)
Value$1.9M (+$99.3K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares26,494 from 22,658
Change+3,836 (+17%)
Value$1.9M (+$256.3K)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares26,461 from 24,806
Change+1,655 (+7%)
Value$1.9M (+$101.0K)
Filed 2026-10-29
Motco
INCREASED
Shares26,457 from 24,802
Change+1,655 (+7%)
Value$1.9M (+$101.0K)
Filed 2026-11-09
LexAurum Advisors, LLC
INCREASED
Shares26,454 from 22,124
Change+4,330 (+20%)
Value$1.9M (+$291.6K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares26,401
Change+26,401
Value$1.9M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares26,401 from 22,734
Change+3,667 (+16%)
Value$1.9M (+$244.4K)
Filed 2026-10-14
Busey Bank
DECREASED
Shares26,351 from 27,461
Change-1,110 (-4%)
Value$1.9M (-$96.0K)
Filed 2026-10-26
Mccarter Private Wealth Services LLC
INCREASED
Shares26,190 from 23,497
Change+2,693 (+11%)
Value$1.8M (+$175.1K)
Filed 2026-10-22
Baxter Bros Inc
INCREASED
Shares26,086 from 26,043
Change+43 (+0%)
Value$1.8M (-$13.6K)
Filed 2026-11-04
Sunpointe, LLC
INCREASED
Shares25,996 from 24,030
Change+1,966 (+8%)
Value$1.8M (+$123.4K)
Filed 2026-10-22
Baker Boyer National Bank
UNCHANGED
Shares25,890 from 25,890
Change0 (0%)
Value$1.8M (-$16.6K)
Filed 2026-11-05
Sunbeam Capital Management, LLC
INCREASED
Shares25,855 from 22,995
Change+2,860 (+12%)
Value$1.8M (+$187.2K)
Filed 2026-11-05
Align Financial, LLC
INCREASED
Shares25,834 from 25,594
Change+240 (+1%)
Value$1.8M (+$556)
Filed 2026-10-16
Sendero Wealth Management, LLC
DECREASED
Shares25,814 from 26,045
Change-231 (-1%)
Value$1.8M (-$33.0K)
Filed 2026-10-14
Orgel Wealth Management, LLC
DECREASED
Shares25,765 from 32,732
Change-6,967 (-21%)
Value$1.8M (-$512.9K)
Filed 2026-10-14
RCS Financial Planning, LLC
DECREASED
Shares25,763 from 30,855
Change-5,092 (-16%)
Value$1.8M (-$379.3K)
Filed 2026-10-14
Migdal Insurance & Financial Holdings Ltd.
NEW
Shares25,633
Change+25,633
Value$1.8M
Filed 2026-11-09
Five Oceans Advisors
DECREASED
Shares25,555 from 30,043
Change-4,488 (-15%)
Value$1.8M (-$336.1K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
NEW
Shares25,467
Change+25,467
Value$1.8M
Filed 2026-11-04
WBH Advisory Inc
DECREASED
Shares25,272 from 27,889
Change-2,617 (-9%)
Value$1.8M (-$202.7K)
Filed 2026-11-05
Colony Family Offices, LLC
DECREASED
Shares25,246 from 25,618
Change-372 (-1%)
Value$1.8M (-$42.7K)
Filed 2026-10-22
Flower City Capital
INCREASED
Shares25,242 from 24,576
Change+666 (+3%)
Value$1.8M (+$31.3K)
Filed 2026-10-15
Rossby Financial, LCC
DECREASED
Shares25,132 from 38,569
Change-13,437 (-35%)
Value$1.8M (-$933.4K)
Filed 2026-11-05
OFC Financial Planning, LLC
INCREASED
Shares25,085 from 24,958
Change+127 (+1%)
Value$1.8M (-$7.0K)
Filed 2026-11-06
Tctc Holdings, LLC
INCREASED
Shares25,045 from 24,408
Change+637 (+3%)
Value$1.8M (+$29.4K)
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares24,987 from 18,230
Change+6,757 (+37%)
Value$1.8M (+$465.4K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares24,940 from 25,078
Change-138 (-1%)
Value$1.8M (-$25.8K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares24,805 from 49,581
Change-24,776 (-50%)
Value$1.8M (-$1.8M)
Filed 2026-10-14
Sensible Money, LLC
DECREASED
Shares24,593 from 29,280
Change-4,687 (-16%)
Value$1.7M (-$349.7K)
Filed 2026-10-20
Midwest Capital Advisors, LLC
INCREASED
Shares24,588 from 24,568
Change+20 (+0%)
Value$1.7M (-$14.3K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
DECREASED
Shares24,537 from 24,893
Change-356 (-1%)
Value$1.7M (-$41.1K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares24,531 from 28,554
Change-4,023 (-14%)
Value$1.7M (-$302.3K)
Filed 2026-10-30
Curated Wealth Partners LLC
INCREASED
Shares24,514 from 21,914
Change+2,600 (+12%)
Value$1.7M (+$169.5K)
Filed 2026-10-15
Idaho Trust Co
INCREASED
Shares24,495 from 19,545
Change+4,950 (+25%)
Value$1.7M (+$337.0K)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares24,427 from 11,446
Change+12,981 (+113%)
Value$1.7M (+$909.3K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares24,399 from 24,399
Change0 (0%)
Value$1.7M (-$42.9K)
Filed 2026-10-22
Optimist Retirement Group LLC
DECREASED
Shares24,346 from 24,408
Change-62 (0%)
Value$1.7M (-$20.0K)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
INCREASED
Shares24,339 from 24,272
Change+67 (+0%)
Value$1.7M (-$10.8K)
Filed 2026-10-21
Lavelle Capital LP
DECREASED
Shares24,333 from 26,854
Change-2,521 (-9%)
Value$1.7M (-$195.2K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED
Shares24,221 from 24,027
Change+194 (+1%)
Value$1.7M (-$1.6K)
Filed 2026-10-09
Hardin Capital Partners, LLC
INCREASED
Shares23,955 from 23,854
Change+101 (+0%)
Value$1.7M (-$8.5K)
Filed 2026-10-09
Catalyst Financial Partners LLC
DECREASED
Shares23,944 from 24,054
Change-110 (0%)
Value$1.7M (-$23.2K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
INCREASED
Shares23,922 from 22,289
Change+1,633 (+7%)
Value$1.7M (+$101.1K)
Filed 2026-11-05
Accel Wealth Management
INCREASED
Shares23,872 from 23,868
Change+4 (+0%)
Value$1.7M (-$15.0K)
Filed 2026-10-13
Retirement Systems of Alabama
DECREASED
Shares23,796 from 25,369
Change-1,573 (-6%)
Value$1.7M (-$127.3K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
INCREASED
Shares23,775 from 22,672
Change+1,103 (+5%)
Value$1.7M (+$63.3K)
Filed 2026-10-22
Stone Loft Wealth Management LLC
INCREASED
Shares23,750 from 23,692
Change+58 (+0%)
Value$1.7M (-$885)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares23,743 from 38,289
Change-14,546 (-38%)
Value$1.7M (-$1.1M)
Filed 2026-10-15
Clear Investment Research, LLC
INCREASED
Shares23,730 from 23,671
Change+59 (+0%)
Value$1.7M (-$11.0K)
Filed 2026-11-06
Prosperity Planning, Inc.
DECREASED
Shares23,678 from 23,783
Change-105 (0%)
Value$1.7M (-$22.6K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
INCREASED
Shares23,652 from 21,625
Change+2,027 (+9%)
Value$1.7M (+$125.9K)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares23,600 from 20,270
Change+3,330 (+16%)
Value$1.7M (+$222.2K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares23,570 from 23,451
Change+119 (+1%)
Value$1.7M (-$6.7K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares23,552 from 23,551
Change+1 (0%)
Value$1.7M (-$15.0K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares23,501 from 23,464
Change+37 (+0%)
Value$1.7M (+$23.7K)
Filed 2026-10-19
Nottingham Advisors, Inc.
DECREASED
Shares23,381 from 25,951
Change-2,570 (-10%)
Value$1.6M (-$154.8K)
Filed 2026-10-29
Stonehearth Capital Management, LLC
DECREASED
Shares23,370 from 23,850
Change-480 (-2%)
Value$1.7M (-$49.2K)
Filed 2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares23,235 from 23,230
Change+5 (+0%)
Value$1.6M (-$14.5K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares23,223 from 16,804
Change+6,419 (+38%)
Value$1.6M (+$442.5K)
Filed 2026-10-21
Innovative Wealth Building LLC
INCREASED
Shares23,221 from 15,345
Change+7,876 (+51%)
Value$1.6M (+$546.3K)
Filed 2026-10-14
First County Bank
INCREASED
Shares23,206 from 18,287
Change+4,919 (+27%)
Value$1.6M (+$335.6K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares23,034 from 23,291
Change-257 (-1%)
Value$1.6M (-$33.1K)
Filed 2026-11-05
Elevatus Welath Management
UNCHANGED
Shares23,002 from 23,002
Change0 (0%)
Value$1.6M (-$14.7K)
Filed 2026-10-19
Family Capital Management, Inc.
INCREASED
Shares22,902 from 22,701
Change+201 (+1%)
Value$1.6M (-$358)
Filed 2026-11-03
Skyline Advisors, Inc.
INCREASED
Shares22,842 from 17,543
Change+5,299 (+30%)
Value$1.6M (+$362.9K)
Filed 2026-11-03
Rydar Equities, Inc.
DECREASED
Shares22,783 from 22,874
Change-91 (0%)
Value$1.6M (+$2.8K)
Filed 2026-10-13
Compass Planning Associates Inc
DECREASED
Shares22,612 from 23,926
Change-1,314 (-5%)
Value$1.6M (-$108.1K)
Filed 2026-10-13
Probity Advisors, Inc.
UNCHANGED
Shares22,588 from 22,588
Change0 (0%)
Value$1.6M (-$14.5K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
INCREASED
Shares22,541 from 22,528
Change+13 (+0%)
Value$1.6M (-$13.5K)
Filed 2026-10-19
RDA Financial Network
INCREASED
Shares22,509 from 21,884
Change+625 (+3%)
Value$1.6M (+$30.1K)
Filed 2026-10-15
Vista Capital Partners, Inc.
INCREASED
Shares22,498 from 22,304
Change+194 (+1%)
Value$1.6M (-$576)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares22,380 from 22,229
Change+151 (+1%)
Value$1.6M (-$3.6K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares22,346 from 21,335
Change+1,011 (+5%)
Value$1.6M (+$57.8K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares22,304 from 22,086
Change+218 (+1%)
Value$1.6M (+$1.3K)
Filed 2026-10-20
ZWJ Investment Counsel Inc
NEW
Shares22,248
Change+22,248
Value$1.6M
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares22,233 from 22,213
Change+20 (+0%)
Value$1.6M (-$12.8K)
Filed 2026-11-02
McClarren Financial Advisors, Inc.
INCREASED
Shares22,199 from 20,877
Change+1,322 (+6%)
Value$1.6M (+$80.0K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares22,118 from 19,679
Change+2,439 (+12%)
Value$1.6M (+$159.6K)
Filed 2026-11-04
First American Bank
DECREASED
Shares21,890 from 22,117
Change-227 (-1%)
Value$1.5M (-$30.2K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
INCREASED
Shares21,833 from 20,462
Change+1,371 (+7%)
Value$1.5M (+$83.7K)
Filed 2026-10-21
NTV Asset Management LLC
DECREASED
Shares21,774 from 21,924
Change-150 (-1%)
Value$1.5M (-$24.6K)
Filed 2026-10-23
Vann Equity Management LLC
INCREASED
Shares21,735 from 21,687
Change+48 (+0%)
Value$1.5M (-$10.5K)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares21,638 from 21,844
Change-206 (-1%)
Value$1.5M (-$28.6K)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares21,547 from 21,498
Change+49 (+0%)
Value$1.5M (-$24.0K)
Filed 2026-10-20
Clearwave Capital, LLC
DECREASED
Shares21,542 from 23,187
Change-1,645 (-7%)
Value$1.5M (-$131.0K)
Filed 2026-10-27
Traveka Wealth, LLC
UNCHANGED
Shares21,303 from 21,303
Change0 (0%)
Value$1.5M (-$13.6K)
Filed 2026-10-19
AMI Investment Management Inc
UNCHANGED
Shares21,291 from 21,291
Change0 (0%)
Value$1.5M (-$13.6K)
Filed 2026-10-27
Wealthcare Capital Management LLC
DECREASED
Shares21,283 from 21,607
Change-324 (-1%)
Value$1.5M (-$36.7K)
Filed 2026-10-21
City State Bank
DECREASED
Shares21,204 from 25,910
Change-4,706 (-18%)
Value$1.5M (-$348.9K)
Filed 2026-10-20
KFA Private Wealth Group, LLC
INCREASED
Shares21,109 from 18,385
Change+2,724 (+15%)
Value$1.5M (+$180.5K)
Filed 2026-10-07
Powers Advisory Group, LLC
INCREASED
Shares21,096 from 20,240
Change+856 (+4%)
Value$1.5M (+$47.5K)
Filed 2026-10-14
Peak Financial Management, Inc.
DECREASED
Shares21,056 from 22,951
Change-1,895 (-8%)
Value$1.5M (-$148.5K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
UNCHANGED
Shares20,985 from 20,985
Change0 (0%)
Value$1.5M (-$13.4K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares20,953 from 20,973
Change-20 (0%)
Value$1.5M (-$14.8K)
Filed 2026-10-27
GreatBanc Trust Co
INCREASED
Shares20,921 from 18,650
Change+2,271 (+12%)
Value$1.5M (+$148.4K)
Filed 2026-11-04
Pacific Sage Partners, LLC
INCREASED
Shares20,861 from 18,271
Change+2,590 (+14%)
Value$1.5M (+$171.2K)
Filed 2026-10-21
Hansen & Associates Financial Group, Inc.
INCREASED
Shares20,850 from 20,033
Change+817 (+4%)
Value$1.5M (+$16.4K)
Filed 2026-11-09
Godfrey Financial Associates, Inc.
INCREASED
Shares20,804 from 15,596
Change+5,208 (+33%)
Value$1.5M (+$325.3K)
Filed 2026-11-10
Sterling Investment Management, LLC
DECREASED
Shares20,781 from 20,809
Change-28 (0%)
Value$1.5M (-$15.3K)
Filed 2026-10-16
Financial Perspectives, Inc
INCREASED
Shares20,633 from 20,632
Change+1 (0%)
Value$1.5M (-$13.2K)
Filed 2026-11-03
MKD Wealth Coaches, LLC
INCREASED
Shares20,609 from 17,539
Change+3,070 (+18%)
Value$1.5M (+$205.5K)
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED
Shares20,579 from 17,379
Change+3,200 (+18%)
Value$1.5M (+$214.8K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares20,579 from 20,489
Change+90 (+0%)
Value$1.5M (-$6.8K)
Filed 2026-10-28
Defined Wealth Management, LLC
DECREASED
Shares20,562 from 20,792
Change-230 (-1%)
Value$1.5M (-$29.5K)
Filed 2026-10-19
Mitchell Capital Management Co
DECREASED
Shares20,519 from 20,968
Change-449 (-2%)
Value$1.4M (-$45.1K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
INCREASED
Shares20,423 from 11,415
Change+9,008 (+79%)
Value$1.4M (+$628.8K)
Filed 2026-10-26
Stanley-Laman Group, Ltd.
INCREASED
Shares20,400 from 20,366
Change+34 (+0%)
Value$1.4M (-$10.7K)
Filed 2026-10-20
Pioneer Wealth Management Group
INCREASED
Shares20,263 from 19,997
Change+266 (+1%)
Value$1.4M (+$6.0K)
Filed 2026-10-09
EQ LLC
DECREASED
Shares20,242 from 20,261
Change-19 (0%)
Value$1.4M (-$14.3K)
Filed 2026-11-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares20,220 from 20,208
Change+12 (+0%)
Value$1.4M (-$12.0K)
Filed 2026-10-20
MontVue Capital Management, Inc.
DECREASED
Shares20,177 from 20,594
Change-417 (-2%)
Value$1.4M (-$42.6K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
INCREASED
Shares20,091 from 19,905
Change+186 (+1%)
Value$1.4M (+$395)
Filed 2026-11-05
Heck Capital Advisors, LLC
INCREASED
Shares20,081 from 19,345
Change+736 (+4%)
Value$1.4M (+$39.6K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares20,004 from 20,208
Change-204 (-1%)
Value$1.4M (-$27.3K)
Filed 2026-10-13
Diesslin Group, Inc.
DECREASED
Shares19,932 from 21,039
Change-1,107 (-5%)
Value$1.4M (-$91.6K)
Filed 2026-10-14
Roffman Miller Associates Inc
DECREASED
Shares19,866 from 21,308
Change-1,442 (-7%)
Value$1.4M (-$115.4K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares19,769 from 19,781
Change-12 (0%)
Value$1.4M (-$13.5K)
Filed 2026-10-29
Financial Life Advisors
UNCHANGED
Shares19,743 from 19,743
Change0 (0%)
Value$1.4M (-$12.6K)
Filed 2026-10-14
Integrated Capital Management, Inc.
DECREASED
Shares19,673 from 20,099
Change-426 (-2%)
Value$1.4M (-$43.0K)
Filed 2026-10-09
Southland Equity Partners LLC
DECREASED
Shares19,648 from 42,028
Change-22,380 (-53%)
Value$1.4M (-$1.6M)
Filed 2026-10-14
Kassira Wealth Management LLC
DECREASED
Shares19,639 from 19,991
Change-352 (-2%)
Value$1.4M (-$37.6K)
Filed 2026-10-28
Proactive Wealth Strategies LLC
DECREASED
Shares19,551 from 21,831
Change-2,280 (-10%)
Value$1.4M (-$175.1K)
Filed 2026-11-09
Wealth Advisory Solutions, LLC
DECREASED
Shares19,497 from 19,929
Change-432 (-2%)
Value$1.4M (-$43.3K)
Filed 2026-10-20
First Merchants Corp
INCREASED
Shares19,445 from 19,299
Change+146 (+1%)
Value$1.4M (-$2.0K)
Filed 2026-10-15
MBE Wealth Management, LLC
DECREASED
Shares19,421 from 19,540
Change-119 (-1%)
Value$1.4M (-$20.9K)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares19,400 from 17,855
Change+1,545 (+9%)
Value$1.4M (+$97.7K)
Filed 2026-11-02
PlanVest Financial, Inc
INCREASED
Shares19,386 from 18,078
Change+1,308 (+7%)
Value$1.4M (+$80.8K)
Filed 2026-11-09
Capital Squared Financial LLC
INCREASED
Shares19,301 from 16,261
Change+3,040 (+19%)
Value$1.4M (+$204.2K)
Filed 2026-10-30
Antonelli Financial Advisors, LLC
DECREASED
Shares19,185 from 19,666
Change-481 (-2%)
Value$1.4M (-$46.0K)
Filed 2026-10-13
NBH Bank
INCREASED
Shares19,114 from 18,812
Change+302 (+2%)
Value$1.3M (+$9.3K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
NEW
Shares19,046
Change+19,046
Value$1.3M
Filed 2026-11-05
Godsey & Gibb, Inc
INCREASED
Shares18,966 from 15,576
Change+3,390 (+22%)
Value$1.3M (+$229.4K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
DECREASED
Shares18,923 from 19,341
Change-418 (-2%)
Value$1.3M (-$41.9K)
Filed 2026-10-30
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares18,894 from 18,894
Change0 (0%)
Value$1.3M (-$12.1K)
Filed 2026-10-23
Mattern Capital Management, LLC
UNCHANGED
Shares18,878 from 18,878
Change0 (0%)
Value$1.3M (-$12.1K)
Filed 2026-11-02
Clearstead Trust, LLC
INCREASED
Shares18,830 from 14,840
Change+3,990 (+27%)
Value$1.3M (+$272.2K)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED
Shares18,822 from 18,250
Change+572 (+3%)
Value$1.3M (+$28.7K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares18,705 from 18,722
Change-17 (0%)
Value$1.3M (-$13.2K)
Filed 2026-10-06
Integrity Investment Advisors, LLC
INCREASED
Shares18,608 from 17,166
Change+1,442 (+8%)
Value$1.3M (+$90.8K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares18,605 from 16,181
Change+2,424 (+15%)
Value$1.3M (+$160.8K)
Filed 2026-10-23
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares18,549 from 18,549
Change0 (0%)
Value$1.3M (-$11.9K)
Filed 2026-11-02
Mainsail Financial Group, LLC
DECREASED
Shares18,526 from 19,933
Change-1,407 (-7%)
Value$1.3M (-$112.1K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
INCREASED
Shares18,448 from 14,537
Change+3,911 (+27%)
Value$1.3M (+$266.8K)
Filed 2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares18,386 from 18,451
Change-65 (0%)
Value$1.3M (-$16.4K)
Filed 2026-10-09
Putney Financial Group LLC
DECREASED
Shares18,308 from 18,701
Change-393 (-2%)
Value$1.3M (-$39.8K)
Filed 2026-10-30
LS Investment Advisors, LLC
DECREASED
Shares18,307 from 19,321
Change-1,014 (-5%)
Value$1.3M (-$84.0K)
Filed 2026-10-13
Baldwin Wealth Partners LLC
DECREASED
Shares18,266 from 18,825
Change-559 (-3%)
Value$1.3M (-$51.5K)
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED
Shares18,228 from 17,873
Change+355 (+2%)
Value$1.3M (+$13.6K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
DECREASED
Shares18,209 from 20,591
Change-2,382 (-12%)
Value$1.3M (-$181.4K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares18,205 from 18,198
Change+7 (+0%)
Value$1.3M (-$11.2K)
Filed 2026-10-27
Accretive Wealth Partners, LLC
DECREASED
Shares18,051 from 20,785
Change-2,734 (-13%)
Value$1.3M (-$206.3K)
Filed 2026-11-06
Legacy Trust
UNCHANGED
Shares18,040 from 18,040
Change0 (0%)
Value$1.3M (-$32.7K)
Filed 2026-11-06
Univest Financial Corp
INCREASED
Shares17,939 from 17,208
Change+731 (+4%)
Value$1.3M (+$40.6K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED
Shares17,884 from 17,883
Change+1 (+0%)
Value$1.3M (-$11.4K)
Filed 2026-10-06
Cromwell Holdings LLC
UNCHANGED
Shares17,860 from 17,860
Change0 (0%)
Value$1.3M (-$11.4K)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares17,831 from 17,962
Change-131 (-1%)
Value$1.3M (-$20.8K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
INCREASED
Shares17,726 from 16,480
Change+1,246 (+8%)
Value$1.2M (+$56.7K)
Filed 2026-11-03
Carmel Capital Partners, LLC
INCREASED
Shares17,407 from 17,229
Change+178 (+1%)
Value$1.2M (+$1.6K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares17,230 from 16,651
Change+579 (+3%)
Value$1.2M (+$30.3K)
Filed 2026-10-19
Ketron Financial
DECREASED
Shares17,212 from 17,982
Change-770 (-4%)
Value$1.2M (-$65.9K)
Filed 2026-11-09
Breakwater Investment Management
DECREASED
Shares17,208 from 19,209
Change-2,001 (-10%)
Value$1.2M (-$153.6K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
INCREASED
Shares17,028 from 15,449
Change+1,579 (+10%)
Value$1.2M (+$101.6K)
Filed 2026-10-13
Sky-Mountain Capital Management, Inc.
INCREASED
Shares17,008 from 13,468
Change+3,540 (+26%)
Value$1.2M (+$241.3K)
Filed 2026-11-09
American State Bank (Iowa)
INCREASED
Shares16,988 from 14,574
Change+2,414 (+17%)
Value$1.2M (+$161.1K)
Filed 2026-11-03
Pillar Financial Advisors, LLC
DECREASED
Shares16,965 from 16,982
Change-17 (0%)
Value$1.2M (-$12.1K)
Filed 2026-10-21
Peak Wealth Management LLC
INCREASED
Shares16,924 from 12,445
Change+4,479 (+36%)
Value$1.2M (+$294.3K)
Filed 2026-10-26
Salem Investment Counselors Inc
DECREASED
Shares16,897 from 17,398
Change-501 (-3%)
Value$1.2M (-$46.5K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares16,853 from 16,741
Change+112 (+1%)
Value$1.2M (-$2.8K)
Filed 2026-11-03
JAG Capital Management, LLC
UNCHANGED
Shares16,814 from 16,814
Change0 (0%)
Value$1.2M (-$10.8K)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares16,801 from 12,991
Change+3,810 (+29%)
Value$1.2M (+$260.7K)
Filed 2026-10-16
DKM Wealth Management, Inc.
DECREASED
Shares16,796 from 16,971
Change-175 (-1%)
Value$1.2M (-$23.2K)
Filed 2026-10-09
Valpey Financial Services, LLC
INCREASED
Shares16,670 from 15,662
Change+1,008 (+6%)
Value$1.2M (+$61.2K)
Filed 2026-10-30
Legacy Advisors, LLC
INCREASED
Shares16,604 from 8,990
Change+7,614 (+85%)
Value$1.2M (+$531.9K)
Filed 2026-10-19
Woodstock Corp
DECREASED
Shares16,586 from 17,161
Change-575 (-3%)
Value$1.2M (-$51.6K)
Filed 2026-10-13
JSF Financial, LLC
DECREASED
Shares16,570 from 16,951
Change-381 (-2%)
Value$1.2M (-$37.7K)
Filed 2026-10-22
AMG Asset Management Group, Inc.
DECREASED
Shares16,564 from 18,713
Change-2,149 (-11%)
Value$1.2M (-$163.7K)
Filed 2026-10-21
Adirondack Trust Co
DECREASED
Shares16,557 from 27,975
Change-11,418 (-41%)
Value$1.2M (-$824.1K)
Filed 2026-10-14
ATX Financial Planning, LLC
DECREASED
Shares16,543 from 18,329
Change-1,786 (-10%)
Value$1.2M (-$137.8K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares16,530 from 20,666
Change-4,136 (-20%)
Value$1.2M (-$305.3K)
Filed 2026-10-21
McLean Asset Management Corp
INCREASED
Shares16,507 from 15,911
Change+596 (+4%)
Value$1.1M (+$2.0K)
Filed 2026-11-06
Barings LLC
UNCHANGED
Shares16,483 from 16,483
Change0 (0%)
Value$1.2M (-$10.5K)
Filed 2026-10-22
Elser Financial Planning, Inc
INCREASED
Shares16,456 from 15,288
Change+1,168 (+8%)
Value$1.2M (+$72.7K)
Filed 2026-10-16
Santori & Peters, Inc.
INCREASED
Shares16,422 from 15,663
Change+759 (+5%)
Value$1.2M (+$43.6K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
UNCHANGED
Shares16,415 from 16,415
Change0 (0%)
Value$1.2M (-$10.5K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
INCREASED
Shares16,377 from 16,266
Change+111 (+1%)
Value$1.2M (-$2.6K)
Filed 2026-11-04
Kesler, Norman & Wride, LLC
INCREASED
Shares16,365 from 16,013
Change+352 (+2%)
Value$1.2M (+$14.6K)
Filed 2026-11-06
Paragon Capital Management Ltd
INCREASED
Shares16,326 from 16,156
Change+170 (+1%)
Value$1.2M (+$1.7K)
Filed 2026-10-09
Balance Wealth Partners LLC
INCREASED
Shares16,190 from 13,840
Change+2,350 (+17%)
Value$1.1M (+$157.1K)
Filed 2026-10-27
Mayfair Advisory Group, LLC
INCREASED
Shares16,180 from 16,134
Change+46 (+0%)
Value$1.1M (+$17.8K)
Filed 2026-10-20
Golden Bell Financial Planning LLC
DECREASED
Shares16,132 from 16,784
Change-652 (-4%)
Value$1.1M (-$56.8K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
INCREASED
Shares16,124 from 15,542
Change+582 (+4%)
Value$1.1M (+$31.1K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares16,104 from 16,303
Change-199 (-1%)
Value$1.1M (-$24.5K)
Filed 2026-10-21
Freedom Financial Partners LLC
INCREASED
Shares16,097 from 16,067
Change+30 (+0%)
Value$1.1M (-$8.1K)
Filed 2026-10-19
Burton Enright Welch
DECREASED
Shares15,986 from 16,179
Change-193 (-1%)
Value$1.1M (-$24.0K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED
Shares15,915 from 15,905
Change+10 (+0%)
Value$1.1M (-$9.5K)
Filed 2026-10-16
Biltmore Family Office, LLC
DECREASED
Shares15,907 from 16,001
Change-94 (-1%)
Value$1.1M (-$16.9K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED
Shares15,845 from 15,751
Change+94 (+1%)
Value$1.1M (-$3.4K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares15,822
Change+15,822
Value$1.1M
Filed 2026-10-21
Belleair Asset Management, LLC
INCREASED
Shares15,780 from 15,741
Change+39 (+0%)
Value$1.1M (-$7.4K)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares15,693 from 15,700
Change-7 (0%)
Value$1.1M (-$11.6K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares15,684 from 15,703
Change-19 (0%)
Value$1.1M (-$11.4K)
Filed 2026-10-19
Viewpoint Capital Management LLC
INCREASED
Shares15,676 from 15,352
Change+324 (+2%)
Value$1.1M (+$13.0K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares15,584 from 7,909
Change+7,675 (+97%)
Value$1.1M (+$525.7K)
Filed 2026-11-03
Lotus Asset Management LLC
INCREASED
Shares15,462 from 14,399
Change+1,063 (+7%)
Value$1.1M (+$65.9K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
UNCHANGED
Shares15,412 from 15,412
Change0 (0%)
Value$1.1M (-$9.9K)
Filed 2026-10-20
Ticino Wealth
DECREASED
Shares15,336 from 15,365
Change-29 (0%)
Value$1.1M (-$11.9K)
Filed 2026-10-13
Collaborative Capital Advisors LLC
INCREASED
Shares15,326 from 11,454
Change+3,872 (+34%)
Value$1.1M (+$266.1K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED
Shares15,318 from 15,250
Change+68 (+0%)
Value$1.1M (-$5.0K)
Filed 2026-11-03
Rice Partnership, LLC
UNCHANGED
Shares15,317 from 15,317
Change0 (0%)
Value$1.1M (-$9.8K)
Filed 2026-11-09
Stordahl Capital Management, Inc.
DECREASED
Shares15,312 from 16,004
Change-692 (-4%)
Value$1.1M (-$59.1K)
Filed 2026-10-22
Optima Capital LLC
DECREASED
Shares15,284 from 15,366
Change-82 (-1%)
Value$1.1M (-$15.6K)
Filed 2026-10-29
Argyle Capital Partners, LLC
INCREASED
Shares15,242 from 13,580
Change+1,662 (+12%)
Value$1.1M (+$108.7K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares15,203 from 15,342
Change-139 (-1%)
Value$1.1M (-$19.6K)
Filed 2026-10-22
Harpswell Capital Advisors, LLC
DECREASED
Shares15,193 from 16,034
Change-841 (-5%)
Value$1.1M (-$69.6K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
INCREASED
Shares15,145 from 14,948
Change+197 (+1%)
Value$1.1M (+$359)
Filed 2026-10-13
Integrity Wealth Partners, LLC
NEW
Shares15,112
Change+15,112
Value$1.1M
Filed 2026-10-14
Outbound Financial Inc
DECREASED
Shares15,092 from 15,247
Change-155 (-1%)
Value$1.1M (-$20.7K)
Filed 2026-10-13
Brown Financial Advisory
UNCHANGED
Shares15,092 from 15,092
Change0 (0%)
Value$1.1M (-$9.7K)
Filed 2026-11-05
Capital Management Associates, Inc
DECREASED
Shares15,023 from 16,112
Change-1,089 (-7%)
Value$1.1M (-$87.2K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,962 from 14,201
Change+761 (+5%)
Value$1.1M (+$44.6K)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
DECREASED
Shares14,951 from 14,990
Change-39 (0%)
Value$1.1M (-$12.3K)
Filed 2026-10-09
Chatham Capital Group, Inc.
INCREASED
Shares14,866 from 11,260
Change+3,606 (+32%)
Value$1.0M (+$247.4K)
Filed 2026-10-16
Redmond Asset Management, LLC
DECREASED
Shares14,866 from 15,235
Change-369 (-2%)
Value$1.0M (-$35.8K)
Filed 2026-10-27
Yoder Wealth Management, Inc.
UNCHANGED
Shares14,841 from 14,841
Change0 (0%)
Value$1.0M (-$9.5K)
Filed 2026-10-13
Romano Brothers and Company
INCREASED
Shares14,726 from 13,920
Change+806 (+6%)
Value$1.0M (+$48.0K)
Filed 2026-10-22
JBR Co Financial Management Inc
INCREASED
Shares14,587 from 10,930
Change+3,657 (+33%)
Value$1.0M (+$247.6K)
Filed 2026-10-13
Sage Rhino Capital LLC
INCREASED
Shares14,493 from 14,345
Change+148 (+1%)
Value$1.0M (+$1.3K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares14,466 from 14,476
Change-10 (0%)
Value$1.0M (-$10.0K)
Filed 2026-10-26
Ariadne Wealth Management, LP
DECREASED
Shares14,464 from 16,614
Change-2,150 (-13%)
Value$1.0M (-$162.4K)
Filed 2026-11-06
Capital Advantage, Inc.
UNCHANGED
Shares14,382 from 14,382
Change0 (0%)
Value$1.0M (-$9.2K)
Filed 2026-10-14
TriaGen Wealth Management LLC
UNCHANGED
Shares14,353 from 14,353
Change0 (0%)
Value$1.0M (-$9.2K)
Filed 2026-10-14
Bluesphere Advisors LLC
INCREASED
Shares14,352 from 13,919
Change+433 (+3%)
Value$1.0M (+$21.7K)
Filed 2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares14,303 from 14,435
Change-132 (-1%)
Value$1.0M (-$18.6K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares14,299 from 14,403
Change-104 (-1%)
Value$1.0M (-$16.6K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares14,264 from 12,067
Change+2,197 (+18%)
Value$1.0M (+$147.4K)
Filed 2026-11-03
Zenith Solutions, Inc.
INCREASED
Shares14,257 from 11,771
Change+2,486 (+21%)
Value$1.0M (+$168.0K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
DECREASED
Shares14,241 from 18,820
Change-4,579 (-24%)
Value$1.0M (-$335.3K)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares14,202 from 16,402
Change-2,200 (-13%)
Value$1.0M (-$165.8K)
Filed 2026-11-06
Center for Financial Planning, Inc.
DECREASED
Shares14,144 from 14,862
Change-718 (-5%)
Value$998.7K (-$60.2K)
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares14,100 from 14,100
Change0 (0%)
Value$995.6K (-$9.0K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares14,051 from 3,720
Change+10,331 (+278%)
Value$992.2K (+$727.1K)
Filed 2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares14,039 from 13,205
Change+834 (+6%)
Value$991.3K (+$50.4K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares13,948 from 22,820
Change-8,872 (-39%)
Value$984.9K (-$641.1K)
Filed 2026-10-20
Nixon Peabody Trust Co
INCREASED
Shares13,914 from 13,197
Change+717 (+5%)
Value$982.5K (+$42.2K)
Filed 2026-10-23
WPG Advisers, LLC
DECREASED
Shares13,899 from 16,591
Change-2,692 (-16%)
Value$981.4K (-$200.7K)
Filed 2026-10-27
Sound Income Strategies, LLC
DECREASED
Shares13,749 from 14,133
Change-384 (-3%)
Value$960.5K (-$46.5K)
Filed 2026-10-09
Apollon Financial, LLC
DECREASED
Shares13,700 from 13,739
Change-39 (0%)
Value$967.4K (-$11.5K)
Filed 2026-10-23
Bay Capital Advisors, LLC
DECREASED
Shares13,698 from 13,872
Change-174 (-1%)
Value$967.3K (-$21.1K)
Filed 2026-10-16
Rockwood Wealth Management, LLC
INCREASED
Shares13,696 from 4,917
Change+8,779 (+179%)
Value$967.1K (+$616.7K)
Filed 2026-10-27
St. Clair Advisors, LLC
INCREASED
Shares13,604 from 13,141
Change+463 (+4%)
Value$960.6K (+$24.3K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares13,603 from 14,618
Change-1,015 (-7%)
Value$960.5K (-$81.0K)
Filed 2026-10-19
Opulen Financial Group LLC
INCREASED
Shares13,564 from 13,534
Change+30 (+0%)
Value$957.8K (-$6.5K)
Filed 2026-10-22
Wrenne Financial Planning LLC
DECREASED
Shares13,544 from 13,631
Change-87 (-1%)
Value$956.3K (-$14.9K)
Filed 2026-10-30
Uhlmann Price Securities, LLC
NEW
Shares13,526
Change+13,526
Value$955.1K
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares13,501 from 13,485
Change+16 (+0%)
Value$953.3K (-$7.5K)
Filed 2026-11-06
First National Bank Sioux Falls
DECREASED
Shares13,473 from 29,570
Change-16,097 (-54%)
Value$951.3K (-$1.1M)
Filed 2026-10-13
Equitable Trust Co
INCREASED
Shares13,452 from 13,352
Change+100 (+1%)
Value$949.8K (-$1.5K)
Filed 2026-10-13
Granite Islands Private Wealth, LLC
NEW
Shares13,450
Change+13,450
Value$949.7K
Filed 2026-10-16
Approach Retirement Advisors, LLC
DECREASED
Shares13,445 from 13,506
Change-61 (0%)
Value$949.3K (-$13.0K)
Filed 2026-10-22
Burney Co/
INCREASED
Shares13,423 from 11,859
Change+1,564 (+13%)
Value$947.8K (+$102.8K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares13,364 from 13,984
Change-620 (-4%)
Value$943.6K (-$52.7K)
Filed 2026-10-27
Impact Partnership Wealth, LLC
INCREASED
Shares13,328 from 10,812
Change+2,516 (+23%)
Value$941.1K (+$170.7K)
Filed 2026-11-09
Radnor Capital Management, LLC
INCREASED
Shares13,310 from 11,660
Change+1,650 (+14%)
Value$939.8K (+$109.0K)
Filed 2026-10-23
Smith Salley Wealth Management
DECREASED
Shares13,288 from 25,675
Change-12,387 (-48%)
Value$938.3K (-$891.1K)
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares13,266 from 13,233
Change+33 (+0%)
Value$936.7K (-$6.2K)
Filed 2026-10-14
Ledyard National Bank
INCREASED
Shares13,200 from 9,586
Change+3,614 (+38%)
Value$932.1K (+$249.0K)
Filed 2026-10-21
Private Wealth Group, LLC
UNCHANGED
Shares13,163 from 13,163
Change0 (0%)
Value$929.4K (-$8.4K)
Filed 2026-10-19
Sankala Group LLC
INCREASED
Shares13,054 from 13,053
Change+1 (+0%)
Value$921.7K (-$23.9K)
Filed 2026-11-09
Princeton Global Asset Management LLC
UNCHANGED
Shares13,047 from 13,047
Change0 (0%)
Value$921.2K (-$8.4K)
Filed 2026-10-21
Waterfront Wealth Inc.
DECREASED
Shares13,029 from 14,074
Change-1,045 (-7%)
Value$909.2K (-$89.9K)
Filed 2026-11-03
Sweeney & Michel, LLC
NEW
Shares13,012
Change+13,012
Value$918.8K
Filed 2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$917.9K (-$8.3K)
Filed 2026-10-15
Alpha Financial Advisors, LLC
INCREASED
Shares12,966 from 12,046
Change+920 (+8%)
Value$915.6K (+$57.3K)
Filed 2026-11-09
Canandaigua National Trust Co of Florida
NEW
Shares12,941
Change+12,941
Value$913.8K
Filed 2026-10-07
Warren Street Wealth Advisors, LLC
INCREASED
Shares12,908 from 12,661
Change+247 (+2%)
Value$911.4K (+$9.3K)
Filed 2026-11-04
Palisade Asset Management, LLC
DECREASED
Shares12,852 from 19,577
Change-6,725 (-34%)
Value$907.5K (-$487.4K)
Filed 2026-11-03
Strategic Advisory Partners, LLC
DECREASED
Shares12,796 from 13,004
Change-208 (-2%)
Value$903.5K (-$23.0K)
Filed 2026-11-06
Citrine Capital LLC
INCREASED
Shares12,684 from 11,388
Change+1,296 (+11%)
Value$895.6K (+$84.2K)
Filed 2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares12,656 from 12,238
Change+418 (+3%)
Value$893.7K (+$21.7K)
Filed 2026-10-29
Objective Capital Management, LLC
DECREASED
Shares12,640 from 12,940
Change-300 (-2%)
Value$892.5K (-$29.5K)
Filed 2026-10-13
Friedenthal Financial
DECREASED
Shares12,636 from 12,658
Change-22 (0%)
Value$892.2K (-$9.7K)
Filed 2026-10-27
Integrated Wealth Management
INCREASED
Shares12,625 from 11,842
Change+783 (+7%)
Value$891.4K (+$47.7K)
Filed 2026-10-19
BetterWealth, LLC
UNCHANGED
Shares12,579 from 12,579
Change0 (0%)
Value$888.2K (-$8.1K)
Filed 2026-10-15
Independence Bank of Kentucky
UNCHANGED
Shares12,565 from 12,565
Change0 (0%)
Value$887.2K (-$8.0K)
Filed 2026-10-26
Weaver Consulting Group
INCREASED
Shares12,563 from 3,506
Change+9,057 (+258%)
Value$887.1K (+$637.3K)
Filed 2026-10-07
Fortress Financial Group, LLC
DECREASED
Shares12,554 from 12,562
Change-8 (0%)
Value$886.5K (-$8.6K)
Filed 2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares12,503 from 11,211
Change+1,292 (+12%)
Value$882.9K (+$84.0K)
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares12,483 from 12,189
Change+294 (+2%)
Value$876.4K (+$18.8K)
Filed 2026-10-27
Grandfield & Dodd, LLC
UNCHANGED
Shares12,423 from 12,423
Change0 (0%)
Value$877.3K (-$8.0K)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares12,416 from 15,621
Change-3,205 (-21%)
Value$876.7K (-$236.3K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares12,345 from 12,337
Change+8 (+0%)
Value$871.7K (-$7.3K)
Filed 2026-11-02
Pearl Planning LLC
DECREASED
Shares12,266 from 12,329
Change-63 (-1%)
Value$866.1K (-$12.3K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares12,257 from 10,443
Change+1,814 (+17%)
Value$865.5K (+$121.4K)
Filed 2026-11-02
Planned Solutions, Inc.
INCREASED
Shares12,240 from 10,072
Change+2,168 (+22%)
Value$864.3K (+$146.6K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares12,143 from 12,005
Change+138 (+1%)
Value$857.4K (+$2.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares12,131 from 11,091
Change+1,040 (+9%)
Value$856.5K (+$66.3K)
Filed 2026-11-03
Virtue Asset Management LLC
INCREASED
Shares12,031 from 12,030
Change+1 (+0%)
Value$849.5K (-$7.6K)
Filed 2026-10-21
Occidental Asset Management, LLC
INCREASED
Shares12,020 from 7,335
Change+4,685 (+64%)
Value$848.8K (+$326.1K)
Filed 2026-11-05
Capital Planning LLC
UNCHANGED
Shares11,962 from 11,962
Change0 (0%)
Value$844.6K (-$7.7K)
Filed 2026-10-09
LEE Danner & Bass Inc
UNCHANGED
Shares11,874 from 11,874
Change0 (0%)
Value$838.4K (-$7.6K)
Filed 2026-10-27
Ethic Inc.
DECREASED
Shares11,849 from 33,756
Change-21,907 (-65%)
Value$836.6K (-$1.6M)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
DECREASED
Shares11,844 from 12,082
Change-238 (-2%)
Value$821.5K (-$31.4K)
Filed 2026-10-21
Vigilare Wealth Management
INCREASED
Shares11,773 from 9,602
Change+2,171 (+23%)
Value$831.4K (+$147.2K)
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares11,749 from 11,323
Change+426 (+4%)
Value$829.6K (+$22.8K)
Filed 2026-10-13
Missouri Trust & Investment Co
DECREASED
Shares11,741 from 11,966
Change-225 (-2%)
Value$829.0K (-$16.0K)
Filed 2026-11-04
Asempa Wealth Advisors
INCREASED
Shares11,731 from 11,716
Change+15 (+0%)
Value$823.7K (-$11.1K)
Filed 2026-10-07
LAM Group, Inc.
DECREASED
Shares11,715 from 11,763
Change-48 (0%)
Value$827.2K (-$10.9K)
Filed 2026-10-26
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares11,661 from 11,640
Change+21 (+0%)
Value$823.4K (-$5.9K)
Filed 2026-11-06
CWS Financial Advisors, LLC
DECREASED
Shares11,630 from 11,900
Change-270 (-2%)
Value$821.2K (-$26.7K)
Filed 2026-10-16
Barclays PLC
DECREASED
Shares11,583 from 46,693
Change-35,110 (-75%)
Value$817.9K (-$2.5M)
Filed 2026-11-06
Latitude Advisors, LLC
INCREASED
Shares11,492 from 9,990
Change+1,502 (+15%)
Value$811.4K (+$99.6K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
DECREASED
Shares11,450 from 11,590
Change-140 (-1%)
Value$793.0K (-$32.8K)
Filed 2026-10-29
Beacon Financial Advisory LLC
DECREASED
Shares11,437 from 11,646
Change-209 (-2%)
Value$807.6K (-$22.2K)
Filed 2026-10-16
GEM Asset Management, LLC
DECREASED
Shares11,423 from 12,006
Change-583 (-5%)
Value$806.6K (-$48.9K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares11,414 from 9,563
Change+1,851 (+19%)
Value$806.0K (+$124.6K)
Filed 2026-10-20
Tenet Wealth Partners, LLC
DECREASED
Shares11,413 from 11,641
Change-228 (-2%)
Value$805.9K (-$9.0K)
Filed 2026-10-19
Nolet Wealth Management, LLC
UNCHANGED
Shares11,344 from 11,344
Change0 (0%)
Value$801.0K (-$7.3K)
Filed 2026-10-15
Forthright Family Wealth Advisory LLC
INCREASED
Shares11,337 from 11,325
Change+12 (+0%)
Value$800.5K (-$6.4K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares11,329 from 11,029
Change+300 (+3%)
Value$799.9K (+$14.1K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares11,303 from 4,280
Change+7,023 (+164%)
Value$798.1K (+$493.2K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares11,266 from 11,067
Change+199 (+2%)
Value$795.5K (+$6.9K)
Filed 2026-10-13
West Michigan Advisors, LLC
INCREASED
Shares11,243 from 10,995
Change+248 (+2%)
Value$793.9K (+$10.5K)
Filed 2026-11-09
Matisse Capital
UNCHANGED
Shares11,228 from 11,228
Change0 (0%)
Value$792.8K (-$7.2K)
Filed 2026-10-29
Integral Investment Advisors, Inc.
INCREASED
Shares11,213 from 10,518
Change+695 (+7%)
Value$791.7K (+$42.3K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares11,208 from 11,208
Change0 (0%)
Value$791.4K (-$7.2K)
Filed 2026-11-02
Raleigh Capital Management Inc.
UNCHANGED
Shares11,207 from 11,207
Change0 (0%)
Value$791.3K (-$7.2K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED
Shares11,178 from 11,148
Change+30 (+0%)
Value$789.3K (-$5.0K)
Filed 2026-11-02
Oak Wealth Advisors LLC
UNCHANGED
Shares11,108 from 11,108
Change0 (0%)
Value$784.3K (-$7.1K)
Filed 2026-11-09
Fulcrum Asset Management LLP
NEW
Shares11,000
Change+11,000
Value$783.0K
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares10,995 from 7,030
Change+3,965 (+56%)
Value$776.4K (+$275.5K)
Filed 2026-11-05
Columbia Bank
UNCHANGED
Shares10,952 from 10,952
Change0 (0%)
Value$773.3K (-$7.0K)
Filed 2026-10-29
Toth Financial Advisory Corp
UNCHANGED
Shares10,937 from 10,937
Change0 (0%)
Value$772.3K (-$7.0K)
Filed 2026-10-08
Accurate Wealth Management, LLC
INCREASED
Shares10,918 from 7,473
Change+3,445 (+46%)
Value$764.9K (+$234.4K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares10,917 from 10,337
Change+580 (+6%)
Value$770.8K (+$34.3K)
Filed 2026-10-19
Eagle Harbor Asset Management Inc
NEW
Shares10,888
Change+10,888
Value$768.8K
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares10,888 from 10,888
Change0 (0%)
Value$768.8K (-$7.0K)
Filed 2026-10-19
Plan A Wealth LLC
DECREASED
Shares10,862 from 11,134
Change-272 (-2%)
Value$767.0K (-$26.3K)
Filed 2026-10-08
TrueWealth Advisors, LLC
INCREASED
Shares10,847 from 10,826
Change+21 (+0%)
Value$765.9K (-$5.4K)
Filed 2026-10-09
Selective Wealth Management, Inc.
DECREASED
Shares10,844 from 10,865
Change-21 (0%)
Value$755.4K (-$1.9K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
INCREASED
Shares10,815 from 9,063
Change+1,752 (+19%)
Value$763.7K (+$117.9K)
Filed 2026-11-02
Curtis Advisory Group, LLC
DECREASED
Shares10,808 from 11,178
Change-370 (-3%)
Value$763.2K (-$33.3K)
Filed 2026-10-28
Sun Group Wealth Partners
DECREASED
Shares10,804 from 10,951
Change-147 (-1%)
Value$762.9K (-$17.4K)
Filed 2026-10-26
CRA Financial Services, LLC
DECREASED
Shares10,793 from 11,633
Change-840 (-7%)
Value$762.1K (-$66.8K)
Filed 2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED
Shares10,765 from 10,765
Change0 (0%)
Value$760.1K (-$6.9K)
Filed 2026-11-04
Rare Wolf Capital LLC
UNCHANGED
Shares10,658 from 10,658
Change0 (0%)
Value$752.6K (-$6.8K)
Filed 2026-10-20
Center For Asset Management LLC
DECREASED
Shares10,633 from 11,000
Change-367 (-3%)
Value$750.8K (-$33.0K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares10,596 from 10,807
Change-211 (-2%)
Value$748.2K (-$21.9K)
Filed 2026-10-15
Worth Asset Management, LLC
DECREASED
Shares10,556 from 11,035
Change-479 (-4%)
Value$745.3K (-$40.9K)
Filed 2026-10-07
Sierra Ocean, LLC
INCREASED
Shares10,508 from 10,263
Change+245 (+2%)
Value$741.9K (+$10.7K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares10,508 from 10,508
Change0 (0%)
Value$742.0K (-$6.7K)
Filed 2026-10-07
Quantum Financial Advisors, LLC
DECREASED
Shares10,481 from 11,254
Change-773 (-7%)
Value$740.1K (-$61.8K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED
Shares10,466 from 9,065
Change+1,401 (+15%)
Value$739.0K (+$93.1K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares10,452 from 9,419
Change+1,033 (+11%)
Value$738.0K (+$66.9K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares10,424 from 9,467
Change+957 (+10%)
Value$736.0K (+$61.5K)
Filed 2026-10-15
Heritage Wealth Advisors
DECREASED
Shares10,411 from 10,412
Change-1 (0%)
Value$735.2K (-$6.7K)
Filed 2026-11-09
Lincoln Capital LLC
DECREASED
Shares10,399 from 10,408
Change-9 (0%)
Value$735.4K (-$6.2K)
Filed 2026-10-09
Guardian Financial Partners, LLC
INCREASED
Shares10,384 from 10,133
Change+251 (+2%)
Value$733.2K (+$11.2K)
Filed 2026-11-04
Richard P Slaughter Associates Inc
DECREASED
Shares10,363 from 12,687
Change-2,324 (-18%)
Value$731.7K (-$172.3K)
Filed 2026-10-13
Shakespeare Wealth Management, LLC
UNCHANGED
Shares10,343 from 10,343
Change0 (0%)
Value$730.3K (-$6.6K)
Filed 2026-10-28
Beacon Bank & Trust
DECREASED
Shares10,323 from 10,393
Change-70 (-1%)
Value$728.9K (-$11.6K)
Filed 2026-10-27
Howard Financial Services, Ltd.
INCREASED
Shares10,281 from 9,517
Change+764 (+8%)
Value$725.9K (+$47.9K)
Filed 2026-10-15
OAK Family Advisors, LLC
INCREASED
Shares10,270 from 9,409
Change+861 (+9%)
Value$725.2K (+$54.8K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
INCREASED
Shares10,266 from 8,132
Change+2,134 (+26%)
Value$724.9K (+$145.5K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
DECREASED
Shares10,236 from 13,015
Change-2,779 (-21%)
Value$722.7K (-$204.6K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
INCREASED
Shares10,207 from 9,828
Change+379 (+4%)
Value$720.7K (+$20.6K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares10,166 from 10,194
Change-28 (0%)
Value$717.8K (-$8.5K)
Filed 2026-10-30
Chris Bulman Inc
INCREASED
Shares10,148 from 9,701
Change+447 (+5%)
Value$716.5K (+$25.3K)
Filed 2026-10-20
Serenity Investment Advisors
INCREASED
Shares10,112 from 10,109
Change+3 (+0%)
Value$714.0K (-$22.4K)
Filed 2026-10-30
Zions Bancorporation, National Association
UNCHANGED
Shares10,104 from 10,104
Change0 (0%)
Value$713.4K (-$6.5K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares10,077 from 10,675
Change-598 (-6%)
Value$711.5K (-$49.1K)
Filed 2026-11-05
Retirement Guys Formula LLC
INCREASED
Shares10,010 from 9,925
Change+85 (+1%)
Value$591.1K (-$116.1K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
NEW
Shares10,000
Change+10,000
Value$706.1K
Filed 2026-11-06
Louisbourg Investments Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$706.1K (-$6.4K)
Filed 2026-10-20
IPG Investment Advisors LLC
UNCHANGED
Shares9,965 from 9,965
Change0 (0%)
Value$703.6K (-$6.4K)
Filed 2026-10-30
InTrack Investment Management Inc
UNCHANGED
Shares9,927 from 9,927
Change0 (0%)
Value$701.0K (-$6.4K)
Filed 2026-10-15
PUREfi Wealth, LLC
DECREASED
Shares9,882 from 10,554
Change-672 (-6%)
Value$697.8K (-$54.2K)
Filed 2026-10-19
Atlas Capital Advisors Inc.
INCREASED
Shares9,882 from 9,656
Change+226 (+2%)
Value$12.2M (+$11.5M)
Filed 2026-11-09
Quantum Financial Partners LLC
INCREASED
Shares9,836 from 9,705
Change+131 (+1%)
Value$694.5K (+$3.1K)
Filed 2026-10-19
Lauterbach Financial Advisors, LLC
INCREASED
Shares9,831 from 6,529
Change+3,302 (+51%)
Value$694.2K (+$229.0K)
Filed 2026-10-21
Cordoba Advisory Partners LLC
INCREASED
Shares9,828 from 5,723
Change+4,105 (+72%)
Value$694.0K (+$286.2K)
Filed 2026-10-19
Traynor Capital Management, Inc.
DECREASED
Shares9,828 from 11,000
Change-1,172 (-11%)
Value$693.9K (-$89.8K)
Filed 2026-10-29
Denver PWM, LLC
DECREASED
Shares9,822 from 9,862
Change-40 (0%)
Value$693.5K (-$32.1K)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares9,812 from 9,600
Change+212 (+2%)
Value$692.8K (+$8.8K)
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares9,810 from 5,591
Change+4,219 (+75%)
Value$692.7K (+$294.3K)
Filed 2026-10-27
Dodds Wealth, LLC
INCREASED
Shares9,782 from 9,776
Change+6 (+0%)
Value$690.7K (-$5.8K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares9,781 from 9,783
Change-2 (0%)
Value$690.6K (-$6.4K)
Filed 2026-10-22
Addison Capital Co
DECREASED
Shares9,745 from 10,400
Change-655 (-6%)
Value$688.1K (-$52.9K)
Filed 2026-11-09
Heritage Investors Management Corp
DECREASED
Shares9,702 from 10,902
Change-1,200 (-11%)
Value$685 (-$776.3K)
Filed 2026-10-29
Arwa LLC
DECREASED
Shares9,653 from 15,252
Change-5,599 (-37%)
Value$676.3K (-$391.8K)
Filed 2026-10-21
River's Edge Wealth Management, LLC
DECREASED
Shares9,586 from 9,739
Change-153 (-2%)
Value$666.2K (-$23.5K)
Filed 2026-10-19
Gradient Investments LLC
INCREASED
Shares9,550 from 7,892
Change+1,658 (+21%)
Value$674.4K (+$112.1K)
Filed 2026-10-08
Atlas Brown,Inc.
INCREASED
Shares9,532 from 9,122
Change+410 (+4%)
Value$673.1K (+$23.1K)
Filed 2026-10-09
Mustard Seed Financial, LLC
INCREASED
Shares9,521 from 9,233
Change+288 (+3%)
Value$672.3K (+$14.5K)
Filed 2026-10-30
Sherman Asset Management, Inc.
DECREASED
Shares9,475 from 10,464
Change-989 (-9%)
Value$669.1K (-$76.5K)
Filed 2026-11-05
Vested Financial Planning, LLC
INCREASED
Shares9,430 from 2,997
Change+6,433 (+215%)
Value$665.9K (+$452.3K)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares9,427 from 11,357
Change-1,930 (-17%)
Value$665.7K (-$143.5K)
Filed 2026-10-13
Detalus Advisors, LLC
INCREASED
Shares9,423 from 8,911
Change+512 (+6%)
Value$665.4K (+$30.5K)
Filed 2026-10-15
Altiora Financial Group, LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$663.7K (-$6.0K)
Filed 2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares9,399 from 9,399
Change0 (0%)
Value$669.7K ($0)
Filed 2026-11-03
Nicholas Wealth, Llc.
INCREASED
Shares9,383 from 8,290
Change+1,093 (+13%)
Value$662.5K (+$71.8K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares9,345 from 9,556
Change-211 (-2%)
Value$659.9K (-$21.0K)
Filed 2026-10-20
Cynosure Group, LLC
INCREASED
Shares9,338 from 8,990
Change+348 (+4%)
Value$659.4K (+$18.8K)
Filed 2026-11-03
Stage Harbor Financial, LLC
UNCHANGED
Shares9,328 from 9,328
Change0 (0%)
Value$658.7K (-$6.0K)
Filed 2026-11-03
High Probability Advisors, LLC
UNCHANGED
Shares9,286 from 9,286
Change0 (0%)
Value$655.7K (-$5.9K)
Filed 2026-10-19
Tepp RIA, LLC
DECREASED
Shares9,271 from 9,898
Change-627 (-6%)
Value$654.7K (-$50.6K)
Filed 2026-10-14
Omni 360 Wealth, Inc.
DECREASED
Shares9,257 from 9,456
Change-199 (-2%)
Value$653.6K (-$20.1K)
Filed 2026-10-13
Midwest Financial Network, LLC
INCREASED
Shares9,235 from 6,639
Change+2,596 (+39%)
Value$652.1K (+$179.1K)
Filed 2026-10-13
Base Wealth Management LLC
INCREASED
Shares9,111 from 6,078
Change+3,033 (+50%)
Value$643.3K (+$210.3K)
Filed 2026-10-21
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares9,111 from 9,111
Change0 (0%)
Value$643.3K (-$5.8K)
Filed 2026-10-22
Michels Family Financial, LLC
INCREASED
Shares9,085 from 9,081
Change+4 (+0%)
Value$641.5K (-$5.5K)
Filed 2026-11-02
My Personal CFO, LLC
INCREASED
Shares9,081 from 8,026
Change+1,055 (+13%)
Value$641.2K (+$69.4K)
Filed 2026-10-14
Able Financial Group, LLC
UNCHANGED
Shares9,068 from 9,068
Change0 (0%)
Value$640.3K (-$5.8K)
Filed 2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares9,062 from 9,131
Change-69 (-1%)
Value$639.9K (-$10.7K)
Filed 2026-10-14
Cordatus Wealth Management LLC
UNCHANGED
Shares9,057 from 9,057
Change0 (0%)
Value$639.5K (-$5.8K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
INCREASED
Shares9,032 from 9,012
Change+20 (+0%)
Value$637.8K (-$4.3K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED
Shares9,028 from 11,198
Change-2,170 (-19%)
Value$630.7K (-$161.3K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares9,023 from 7,531
Change+1,492 (+20%)
Value$637.1K (+$100.5K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
INCREASED
Shares9,000 from 8,672
Change+328 (+4%)
Value$625.4K (+$25.1K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares8,998 from 4,423
Change+4,575 (+103%)
Value$635.4K (+$320.3K)
Filed 2026-10-23
Hantz Financial Services, Inc.
INCREASED
Shares8,954 from 8,677
Change+277 (+3%)
Value$632 (-$617.4K)
Filed 2026-11-09
TL Private Wealth
DECREASED
Shares8,915 from 9,461
Change-546 (-6%)
Value$623.6K (-$46.1K)
Filed 2026-10-13
MBL Wealth, LLC
DECREASED
Shares8,884 from 10,173
Change-1,289 (-13%)
Value$627.3K (-$97.5K)
Filed 2026-10-22
First Interstate Bank
INCREASED
Shares8,869 from 8,329
Change+540 (+6%)
Value$626.2K (+$32.8K)
Filed 2026-10-23
BWM Planning, LLC
DECREASED
Shares8,867 from 10,067
Change-1,200 (-12%)
Value$626.1K (-$91.2K)
Filed 2026-11-09
Northland Securities, Inc.
DECREASED
Shares8,835 from 8,966
Change-131 (-1%)
Value$623.8K (-$15.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares8,764 from 8,006
Change+758 (+9%)
Value$618.8K (+$48.4K)
Filed 2026-11-03
One Way Holdings LLC
INCREASED
Shares8,742 from 4,629
Change+4,113 (+89%)
Value$617.3K (+$287.5K)
Filed 2026-10-29
Allegheny Financial Group
DECREASED
Shares8,723 from 8,842
Change-119 (-1%)
Value$616.0K (-$14.1K)
Filed 2026-11-05
Breachway Investments LLC
INCREASED
Shares8,717 from 8,142
Change+575 (+7%)
Value$615.5K (+$35.4K)
Filed 2026-10-19
Trellis Wealth Advisors LLC
UNCHANGED
Shares8,715 from 8,715
Change0 (0%)
Value$615.4K (-$5.6K)
Filed 2026-10-19
Sentinel Advisory Group, LLC
UNCHANGED
Shares8,707 from 8,707
Change0 (0%)
Value$614.8K (-$5.6K)
Filed 2026-10-20
Gibson Capital, LLC
DECREASED
Shares8,670 from 8,715
Change-45 (-1%)
Value$612.2K (-$8.8K)
Filed 2026-10-23
5th Street Advisors, LLC
UNCHANGED
Shares8,651 from 8,651
Change0 (0%)
Value$610.8K (-$5.5K)
Filed 2026-11-04
Forza Wealth Management, LLC
DECREASED
Shares8,638 from 10,908
Change-2,270 (-21%)
Value$609.9K (-$167.3K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
INCREASED
Shares8,633 from 7,516
Change+1,117 (+15%)
Value$609.6K (+$74.1K)
Filed 2026-10-01
Fourpath Capital Management, LLC
INCREASED
Shares8,538 from 8,537
Change+1 (+0%)
Value$602.9K (-$5.4K)
Filed 2026-10-19
Florida Financial Advisors, LLC
INCREASED
Shares8,513 from 7,878
Change+635 (+8%)
Value$601.1K (+$39.8K)
Filed 2026-11-09
Global Wealth Strategies & Associates
INCREASED
Shares8,500 from 7,860
Change+640 (+8%)
Value$600.2K (+$40.2K)
Filed 2026-10-02
Svrn Asset Management, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$600.2K (-$5.4K)
Filed 2026-11-02
Ares Financial Consulting, LLC
DECREASED
Shares8,492 from 8,635
Change-143 (-2%)
Value$599.6K (-$15.6K)
Filed 2026-10-19
Sulzberger Capital Advisors, Inc.
INCREASED
Shares8,482 from 5,162
Change+3,320 (+64%)
Value$598.9K (+$231.1K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares8,478 from 4,513
Change+3,965 (+88%)
Value$598.6K (+$277.1K)
Filed 2026-10-28
Regatta Capital Group, LLC
DECREASED
Shares8,478 from 8,479
Change-1 (0%)
Value$598.7K (-$5.4K)
Filed 2026-10-23
TME Financial, Inc.
INCREASED
Shares8,453 from 7,638
Change+815 (+11%)
Value$596.8K (+$52.7K)
Filed 2026-10-14
Welch Group, LLC
DECREASED
Shares8,442 from 8,513
Change-71 (-1%)
Value$596.1K (-$10.5K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares8,378 from 8,177
Change+201 (+2%)
Value$591.6K (+$9.0K)
Filed 2026-10-14
Next Level Private LLC
DECREASED
Shares8,373 from 8,883
Change-510 (-6%)
Value$591.2K (-$41.7K)
Filed 2026-10-20
SkyOak Wealth, LLC
INCREASED
Shares8,310 from 8,308
Change+2 (+0%)
Value$586.8K (-$5.2K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
NEW
Shares8,274
Change+8,274
Value$581.3K
Filed 2026-10-20
Harbor Group, Inc.
INCREASED
Shares8,262 from 8,242
Change+20 (+0%)
Value$583.4K (-$3.9K)
Filed 2026-10-14
Whalen Wealth Management Inc.
INCREASED
Shares8,247 from 8,065
Change+182 (+2%)
Value$582.3K (+$7.7K)
Filed 2026-10-08
Portland Financial Advisors Inc
INCREASED
Shares8,172 from 6,890
Change+1,282 (+19%)
Value$577.0K (+$86.1K)
Filed 2026-10-26
Freedom Investment Management, Inc.
INCREASED
Shares8,156 from 7,739
Change+417 (+5%)
Value$575.9K (+$24.5K)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
DECREASED
Shares8,149 from 8,198
Change-49 (-1%)
Value$575.4K (-$8.7K)
Filed 2026-11-02
Calamos Wealth Management LLC
INCREASED
Shares8,135 from 8,109
Change+26 (+0%)
Value$574.4K (-$3.4K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares8,105 from 6,450
Change+1,655 (+26%)
Value$572.3K (+$112.7K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares8,088 from 3,821
Change+4,267 (+112%)
Value$571.1K (+$298.9K)
Filed 2026-10-29
Landaas & Co
UNCHANGED
Shares8,071 from 8,071
Change0 (0%)
Value$569.9K (-$5.2K)
Filed 2026-10-29
Community Bank of Raymore
INCREASED
Shares8,031 from 8,030
Change+1 (+0%)
Value$567.1K (-$5.1K)
Filed 2026-10-23
Wealth Management Nebraska
UNCHANGED
Shares8,014 from 8,014
Change0 (0%)
Value$565.9K (-$5.1K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares7,969 from 7,096
Change+873 (+12%)
Value$562.7K (+$57.1K)
Filed 2026-10-30
Third View Private Wealth, LLC
INCREASED
Shares7,958 from 5,741
Change+2,217 (+39%)
Value$561.9K (+$152.9K)
Filed 2026-10-30
Embree Financial Group
INCREASED
Shares7,921 from 5,220
Change+2,701 (+52%)
Value$559.3K (+$187.3K)
Filed 2026-10-22
Greenwood Capital Associates LLC
UNCHANGED
Shares7,879 from 7,879
Change0 (0%)
Value$556.3K (-$5.0K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares7,874 from 7,864
Change+10 (+0%)
Value$556.0K (-$4.3K)
Filed 2026-10-23
True Link Financial Advisors, LLC
INCREASED
Shares7,871 from 6,475
Change+1,396 (+22%)
Value$555.8K (+$94.4K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED
Shares7,849 from 7,885
Change-36 (0%)
Value$554.2K (-$7.6K)
Filed 2026-10-21
LifeGoal Investments, LLC
INCREASED
Shares7,839 from 7,830
Change+9 (+0%)
Value$553.5K (-$4.4K)
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
DECREASED
Shares7,757 from 7,788
Change-31 (0%)
Value$547.7K (-$7.2K)
Filed 2026-10-19
Mountain Capital Investment Advisors Inc.
INCREASED
Shares7,738 from 7,669
Change+69 (+1%)
Value$546.4K (-$32)
Filed 2026-11-06
Advantage Trust Co
DECREASED
Shares7,705 from 8,438
Change-733 (-9%)
Value$544.1K (-$57.2K)
Filed 2026-10-19
Diversified Management Inc
UNCHANGED
Shares7,705 from 7,705
Change0 (0%)
Value$544.1K (-$4.9K)
Filed 2026-10-08
First National Bank & Trust Co of Newtown
UNCHANGED
Shares7,705 from 7,705
Change0 (0%)
Value$535.0K (-$9.0K)
Filed 2026-11-09
Iowa State Bank
UNCHANGED
Shares7,693 from 7,693
Change0 (0%)
Value$543.2K (-$4.9K)
Filed 2026-10-06
apricus wealth, LLC
UNCHANGED
Shares7,668 from 7,668
Change0 (0%)
Value$541.4K (-$4.9K)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
INCREASED
Shares7,653 from 7,649
Change+4 (+0%)
Value$540.4K (-$4.6K)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares7,645 from 7,922
Change-277 (-3%)
Value$539.8K (-$24.6K)
Filed 2026-11-05
Financial Management Network Inc
INCREASED
Shares7,629 from 7,443
Change+186 (+3%)
Value$542.7K (+$23.9K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares7,615
Change+7,615
Value$537.7K
Filed 2026-10-26
Segment Wealth Management, LLC
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$537.3K (-$4.9K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares7,563 from 6,237
Change+1,326 (+21%)
Value$534.0K (+$89.6K)
Filed 2026-11-03
TFB Advisors LLC
UNCHANGED
Shares7,525 from 7,525
Change0 (0%)
Value$531.3K (-$4.8K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares7,519
Change+7,519
Value$530.9K
Filed 2026-10-19
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares7,515 from 7,515
Change0 (0%)
Value$530.7K (-$4.8K)
Filed 2026-10-14
Community Bank, N.A.
INCREASED
Shares7,502 from 4,472
Change+3,030 (+68%)
Value$529.7K (+$211.1K)
Filed 2026-11-06
Great Point Wealth Advisors, LLC
DECREASED
Shares7,500 from 7,600
Change-100 (-1%)
Value$529.5K (-$11.9K)
Filed 2026-10-15
Fell Capital Management
UNCHANGED
Shares7,483 from 7,483
Change0 (0%)
Value$528.4K (-$4.8K)
Filed 2026-10-09
J.M. Arbour, LLC
DECREASED
Shares7,463 from 7,489
Change-26 (0%)
Value$527.0K (-$6.6K)
Filed 2026-11-05
Watchman Group, Inc.
UNCHANGED
Shares7,458 from 7,458
Change0 (0%)
Value$526.6K (-$4.8K)
Filed 2026-10-16
Monarch Capital Management Inc
DECREASED
Shares7,444 from 7,819
Change-375 (-5%)
Value$525.6K (-$31.5K)
Filed 2026-10-19
Financial Discovery Group Inc
INCREASED
Shares7,432 from 6,492
Change+940 (+14%)
Value$524.8K (+$62.2K)
Filed 2026-11-03
PCG Asset Management, LLC
NEW
Shares7,357
Change+7,357
Value$519.5K
Filed 2026-11-05
Darden Wealth Group Inc
INCREASED
Shares7,338 from 6,994
Change+344 (+5%)
Value$518.1K (+$19.8K)
Filed 2026-11-06
Banco Santander, S.A.
NEW
Shares7,299
Change+7,299
Value$515.4K
Filed 2026-11-10
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares7,297 from 7,297
Change0 (0%)
Value$515.2K (-$4.7K)
Filed 2026-10-13
Castleview Partners, LLC
NEW
Shares7,288
Change+7,288
Value$514.6K
Filed 2026-10-09
Kendall Capital Management
INCREASED
Shares7,286 from 7,215
Change+71 (+1%)
Value$514.5K (+$395)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares7,267 from 5,274
Change+1,993 (+38%)
Value$513.2K (+$137.4K)
Filed 2026-10-16
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares7,247 from 7,247
Change0 (0%)
Value$511.7K (-$4.6K)
Filed 2026-10-27
Austin Asset Management Co Inc
UNCHANGED
Shares7,243 from 7,243
Change0 (0%)
Value$511.4K (-$4.6K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares7,209 from 7,637
Change-428 (-6%)
Value$509.0K (-$35.1K)
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares7,184 from 5,381
Change+1,803 (+34%)
Value$507.3K (+$123.9K)
Filed 2026-10-29
Morton Capital Management LLC
UNCHANGED
Shares7,158 from 7,158
Change0 (0%)
Value$505.4K (-$4.6K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares7,132 from 6,706
Change+426 (+6%)
Value$503.6K (+$25.8K)
Filed 2026-10-23
Eagle Wealth Strategies LLC
UNCHANGED
Shares7,118 from 7,118
Change0 (0%)
Value$502.6K (-$4.5K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares7,089 from 7,089
Change0 (0%)
Value$500.6K (-$4.5K)
Filed 2026-11-02
Lyell Wealth Management, LP
NEW
Shares7,074
Change+7,074
Value$499.5K
Filed 2026-10-30
Transce3nd, LLC
INCREASED
Shares7,052 from 486
Change+6,566 (+1351%)
Value$494.5K (+$460.0K)
Filed 2026-10-26
Cypress Capital Group
DECREASED
Shares7,050 from 9,979
Change-2,929 (-29%)
Value$497.8K (-$213.2K)
Filed 2026-11-03
Meramec Financial Planners, LLC
DECREASED
Shares7,037 from 7,145
Change-108 (-2%)
Value$477.8K (-$22.3K)
Filed 2026-11-09
Westover Capital Advisors, LLC
UNCHANGED
Shares6,978 from 6,978
Change0 (0%)
Value$492.7K (-$4.5K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
DECREASED
Shares6,970 from 7,209
Change-239 (-3%)
Value$492.2K (-$21.5K)
Filed 2026-10-13
BCM Advisors, LLC
UNCHANGED
Shares6,968 from 6,968
Change0 (0%)
Value$483.9K (-$1.9K)
Filed 2026-11-03
Haven Private, LLC
INCREASED
Shares6,965 from 6,083
Change+882 (+15%)
Value$491.8K (+$58.4K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares6,932 from 6,452
Change+480 (+7%)
Value$489.5K (+$29.7K)
Filed 2026-10-22
Scratch Capital LLC
INCREASED
Shares6,921 from 6,919
Change+2 (+0%)
Value$488.7K (-$4.3K)
Filed 2026-11-02
Bourgeon Capital Management LLC
DECREASED
Shares6,914 from 6,955
Change-41 (-1%)
Value$488.2K (-$7.4K)
Filed 2026-10-19
Noesis Capital Mangement Corp
INCREASED
Shares6,899 from 5,756
Change+1,143 (+20%)
Value$487.1K (+$77.0K)
Filed 2026-10-26
BCS Wealth Management
INCREASED
Shares6,895 from 6,870
Change+25 (+0%)
Value$486.8K (-$2.6K)
Filed 2026-11-03
HBE Wealth Management, LLC
UNCHANGED
Shares6,895 from 6,895
Change0 (0%)
Value$486.9K (-$4.4K)
Filed 2026-11-06
Stanich Group LLC
DECREASED
Shares6,890 from 6,911
Change-21 (0%)
Value$486.5K (-$6.0K)
Filed 2026-10-16
Donaldson Capital Management, LLC
INCREASED
Shares6,872 from 6,627
Change+245 (+4%)
Value$485.2K (+$13.1K)
Filed 2026-11-09
Ryan Investment Management, Inc.
UNCHANGED
Shares6,869 from 6,869
Change0 (0%)
Value$485.0K (-$4.4K)
Filed 2026-10-20
Torrey-Payne Wealth Management, LLC
DECREASED
Shares6,857 from 6,989
Change-132 (-2%)
Value$484.2K (-$13.8K)
Filed 2026-11-09
D.B. Root & Company, LLC
DECREASED
Shares6,823 from 7,051
Change-228 (-3%)
Value$481.7K (-$20.6K)
Filed 2026-11-04
Torrey Growth & Income Advisors
INCREASED
Shares6,804 from 6,049
Change+755 (+12%)
Value$485.2K (+$54.6K)
Filed 2026-11-04
Guidance Point Advisors, LLC
INCREASED
Shares6,800 from 6,542
Change+258 (+4%)
Value$480.4K (+$14.0K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
DECREASED
Shares6,788 from 6,875
Change-87 (-1%)
Value$479.3K (-$10.5K)
Filed 2026-10-20
Verity & Verity, LLC
NEW
Shares6,759
Change+6,759
Value$477.3K
Filed 2026-10-23
Mainsail Asset Management, LLC
DECREASED
Shares6,757 from 7,056
Change-299 (-4%)
Value$480.5K (-$11.3K)
Filed 2026-10-14
Griffith & Werner, Inc.
UNCHANGED
Shares6,749 from 6,749
Change0 (0%)
Value$476.5K (-$4.5K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED
Shares6,738 from 6,753
Change-15 (0%)
Value$475.8K (-$5.4K)
Filed 2026-10-23
Coquina Private Wealth LLC
DECREASED
Shares6,731 from 6,785
Change-54 (-1%)
Value$475.3K (-$8.2K)
Filed 2026-10-27
Clark Financial Services Group Inc
UNCHANGED
Shares6,727 from 6,727
Change0 (0%)
Value$475.0K (-$4.3K)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares6,718 from 6,701
Change+17 (+0%)
Value$474.3K (-$250)
Filed 2026-10-15
Foundry Financial LLC
INCREASED
Shares6,698 from 6,690
Change+8 (+0%)
Value$473.0K (-$3.7K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares6,676 from 6,470
Change+206 (+3%)
Value$471.4K (+$10.4K)
Filed 2026-10-20
Asset One Wealth Management LLC
UNCHANGED
Shares6,641 from 6,641
Change0 (0%)
Value$468.9K (-$1.4K)
Filed 2026-11-02
KFG Wealth Management, LLC
INCREASED
Shares6,640 from 3,555
Change+3,085 (+87%)
Value$468.8K (+$215.5K)
Filed 2026-10-16
10Elms LLP
DECREASED
Shares6,636 from 6,660
Change-24 (0%)
Value$468.6K (-$6.0K)
Filed 2026-11-06
Legacies Wealth LLC
UNCHANGED
Shares6,603 from 6,603
Change0 (0%)
Value$466.2K (-$4.2K)
Filed 2026-11-02
JDH Wealth Management, LLC
UNCHANGED
Shares6,583 from 6,583
Change0 (0%)
Value$464.8K (-$4.2K)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares6,570 from 6,557
Change+13 (+0%)
Value$463.9K (-$3.2K)
Filed 2026-10-29
First Business Financial Services, Inc.
UNCHANGED
Shares6,562 from 6,562
Change0 (0%)
Value$463.3K (-$4.2K)
Filed 2026-10-29
Virtue Capital Management, LLC
INCREASED
Shares6,554 from 6,494
Change+60 (+1%)
Value$462.8K (+$80)
Filed 2026-10-29
Vestia Personal Wealth Advisors
INCREASED
Shares6,545 from 6,084
Change+461 (+8%)
Value$462.1K (+$28.6K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares6,537 from 6,617
Change-80 (-1%)
Value$461.6K (-$9.9K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
INCREASED
Shares6,458 from 6,419
Change+39 (+1%)
Value$456.0K (-$1.3K)
Filed 2026-10-26
SWP Financial LLC
UNCHANGED
Shares6,458 from 6,458
Change0 (0%)
Value$456.0K (-$4.1K)
Filed 2026-10-23
Prodigy Asset Management LLC
UNCHANGED
Shares6,433 from 6,433
Change0 (0%)
Value$454.2K (-$4.1K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
INCREASED
Shares6,411 from 5,876
Change+535 (+9%)
Value$452.7K (+$34.0K)
Filed 2026-10-26
Seelaus Asset Management LLC
INCREASED
Shares6,391 from 6,109
Change+282 (+5%)
Value$451.3K (+$16.0K)
Filed 2026-10-14
Stokes Capital Advisors, LLC
INCREASED
Shares6,376 from 2,994
Change+3,382 (+113%)
Value$450.2K (+$236.9K)
Filed 2026-10-09
Colonial River Investments, LLC
INCREASED
Shares6,364 from 6,362
Change+2 (+0%)
Value$449.4K (-$3.9K)
Filed 2026-10-19
Advisory Advocates, LLC
UNCHANGED
Shares6,360 from 6,360
Change0 (0%)
Value$449.0K (-$4.1K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
INCREASED
Shares6,355 from 6,340
Change+15 (+0%)
Value$448.7K (-$3.0K)
Filed 2026-10-26
One Wealth Capital Management, LLC
DECREASED
Shares6,348 from 11,511
Change-5,163 (-45%)
Value$448.2K (-$371.9K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares6,340 from 12,220
Change-5,880 (-48%)
Value$447.6K (-$423.0K)
Filed 2026-10-09
Schorn Wealth LLC
DECREASED
Shares6,340 from 6,345
Change-5 (0%)
Value$447.7K (-$4.4K)
Filed 2026-10-14
West Wealth Group, LLC
NEW
Shares6,318
Change+6,318
Value$446.1K
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares6,310 from 3,069
Change+3,241 (+106%)
Value$445.6K (+$226.9K)
Filed 2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares6,292 from 6,334
Change-42 (-1%)
Value$444.3K (-$7.0K)
Filed 2026-11-03
Kelly Financial Services LLC
INCREASED
Shares6,290 from 6,287
Change+3 (+0%)
Value$444.1K (-$3.8K)
Filed 2026-10-20
ARK & TLK Investments, LLC
INCREASED
Shares6,283 from 6,221
Change+62 (+1%)
Value$443.6K (+$396)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares6,233
Change+6,233
Value$440.1K
Filed 2026-10-19
XXI Wealth, LLC
INCREASED
Shares6,222 from 6,184
Change+38 (+1%)
Value$439.3K (-$1.3K)
Filed 2026-10-22
Morangie Management LLC
UNCHANGED
Shares6,217 from 6,217
Change0 (0%)
Value$439.0K (-$4.0K)
Filed 2026-10-15
Briggs Wealth Management, Inc
NEW
Shares6,215
Change+6,215
Value$438.8K
Filed 2026-10-26
Evolution Wealth Management Inc.
INCREASED
Shares6,199 from 6,120
Change+79 (+1%)
Value$437.7K (+$1.7K)
Filed 2026-10-28
Fjell Capital, LLC
INCREASED
Shares6,196 from 4,549
Change+1,647 (+36%)
Value$437.5K (+$113.4K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
DECREASED
Shares6,194 from 6,631
Change-437 (-7%)
Value$437.4K (-$35.1K)
Filed 2026-11-06
First Nebraska Trust Co
UNCHANGED
Shares6,134 from 6,134
Change0 (0%)
Value$433.1K (-$3.9K)
Filed 2026-10-30
Sterling Investment Advisors LLC
DECREASED
Shares6,130 from 6,224
Change-94 (-2%)
Value$432.8K (-$10.6K)
Filed 2026-10-27
Atwater Malick LLC
DECREASED
Shares6,121 from 6,459
Change-338 (-5%)
Value$432.2K (-$28.0K)
Filed 2026-10-15
Alkeme Wealth, LLC
NEW
Shares6,076
Change+6,076
Value$429.0K
Filed 2026-10-08
J2 Capital Management Inc
INCREASED
Shares6,074 from 5,995
Change+79 (+1%)
Value$428.9K (+$1.7K)
Filed 2026-10-19
Forbes J M & Co LLP
UNCHANGED
Shares6,064 from 6,064
Change0 (0%)
Value$428.2K (-$3.9K)
Filed 2026-10-16
Persium Advisors, LLC
UNCHANGED
Shares6,057 from 6,057
Change0 (0%)
Value$427.7K (-$3.9K)
Filed 2026-10-07
Brickley Wealth Management
INCREASED
Shares6,049 from 3,809
Change+2,240 (+59%)
Value$427.1K (+$155.7K)
Filed 2026-11-04
Arista Wealth Management, LLC
DECREASED
Shares5,937 from 7,716
Change-1,779 (-23%)
Value$419.2K (-$130.5K)
Filed 2026-10-29
American National Bank & Trust
INCREASED
Shares5,931 from 5,795
Change+136 (+2%)
Value$418.8K (+$5.9K)
Filed 2026-10-07
Keystone Wealth Services, LLC
NEW
Shares5,922
Change+5,922
Value$421.5K
Filed 2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares5,878 from 5,842
Change+36 (+1%)
Value$415.0K (-$1.2K)
Filed 2026-10-08
Stone House Investment Management, LLC
DECREASED
Shares5,867 from 7,089
Change-1,222 (-17%)
Value$414.3K (-$90.8K)
Filed 2026-10-23
Melfa Wealth Management, Inc.
INCREASED
Shares5,846 from 5,845
Change+1 (+0%)
Value$412.8K (-$3.7K)
Filed 2026-11-06
Marathon Wealth Advisors LLC
INCREASED
Shares5,820 from 5,680
Change+140 (+2%)
Value$410.9K (+$6.3K)
Filed 2026-11-04
Ti-Trust, Inc
UNCHANGED
Shares5,819 from 5,819
Change0 (0%)
Value$410.9K (-$3.7K)
Filed 2026-10-21
Shore Point Advisors, LLC
INCREASED
Shares5,816 from 5,725
Change+91 (+2%)
Value$410.7K (+$2.8K)
Filed 2026-10-14
Xena Financial Planning, LLC
NEW
Shares5,809
Change+5,809
Value$410.2K
Filed 2026-10-13
Joel Adams & Associates, Inc.
INCREASED
Shares5,791 from 3,146
Change+2,645 (+84%)
Value$408.9K (+$184.8K)
Filed 2026-11-02
Greenup Street Wealth Management LLC
INCREASED
Shares5,789 from 5,563
Change+226 (+4%)
Value$408.8K (+$12.4K)
Filed 2026-10-28
Syverson Strege & Co
NEW
Shares5,783
Change+5,783
Value$408.3K
Filed 2026-11-02
Great Waters Wealth Management
INCREASED
Shares5,780 from 4,632
Change+1,148 (+25%)
Value$408.1K (+$78.1K)
Filed 2026-10-07
Elevation Wealth Management LLC
DECREASED
Shares5,767 from 5,782
Change-15 (0%)
Value$407.2K (-$4.7K)
Filed 2026-11-02
Chicago Capital, LLC
DECREASED
Shares5,765 from 6,029
Change-264 (-4%)
Value$407.1K (-$22.5K)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares5,753 from 5,745
Change+8 (+0%)
Value$406.2K (-$3.1K)
Filed 2026-11-06
CPC Advisors, LLC
DECREASED
Shares5,752 from 5,756
Change-4 (0%)
Value$406.1K (-$4.0K)
Filed 2026-10-21
jvl associates llc
UNCHANGED
Shares5,740 from 5,740
Change0 (0%)
Value$405.3K (-$3.7K)
Filed 2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED
Shares5,737 from 6,358
Change-621 (-10%)
Value$405.1K (-$47.9K)
Filed 2026-10-09
AA Financial Advisors, LLC
DECREASED
Shares5,721 from 6,973
Change-1,252 (-18%)
Value$404.0K (-$92.9K)
Filed 2026-10-19
OFS Enterprise LLC
INCREASED
Shares5,716 from 5,609
Change+107 (+2%)
Value$403.6K (+$4.0K)
Filed 2026-10-16
Thompson Davis & Co., Inc.
INCREASED
Shares5,688 from 5,686
Change+2 (+0%)
Value$401.6K (-$3.5K)
Filed 2026-11-05
Princeton Capital Management LLC
DECREASED
Shares5,667 from 5,668
Change-1 (0%)
Value$400.1K (-$3.7K)
Filed 2026-10-27
Bridgewealth Advisory Group, LLC
INCREASED
Shares5,666 from 5,060
Change+606 (+12%)
Value$400.1K (+$39.6K)
Filed 2026-11-09
Bfsg, LLC
INCREASED
Shares5,653 from 5,618
Change+35 (+1%)
Value$399.2K (-$1.1K)
Filed 2026-10-30
Klaas Financial Asset Advisors, LLC
INCREASED
Shares5,628 from 5,042
Change+586 (+12%)
Value$397.4K (+$38.2K)
Filed 2026-10-19
Impact Capital Partners LLC
UNCHANGED
Shares5,620 from 5,620
Change0 (0%)
Value$396.8K (-$3.6K)
Filed 2026-10-22
Secure Asset Management, LLC
INCREASED
Shares5,602 from 4,796
Change+806 (+17%)
Value$395.6K (+$53.8K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares5,601 from 5,273
Change+328 (+6%)
Value$395.5K (+$19.8K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares5,580 from 6,091
Change-511 (-8%)
Value$394.0K (-$40.0K)
Filed 2026-10-09
Weatherly Asset Management L. P.
INCREASED
Shares5,567 from 5,472
Change+95 (+2%)
Value$393.1K (+$3.2K)
Filed 2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares5,549 from 5,832
Change-283 (-5%)
Value$391.8K (-$23.7K)
Filed 2026-11-06
Wealth Group Ltd
DECREASED
Shares5,545 from 5,685
Change-140 (-2%)
Value$394.4K (-$10.6K)
Filed 2026-10-07
Financial Partners Group, Inc
NEW
Shares5,533
Change+5,533
Value$390.7K
Filed 2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED
Shares5,533 from 5,458
Change+75 (+1%)
Value$391 (-$388.6K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares5,503 from 5,604
Change-101 (-2%)
Value$391.4K (-$8.0K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
DECREASED
Shares5,496 from 5,851
Change-355 (-6%)
Value$388.1K (-$28.8K)
Filed 2026-11-03
Dala Group, LLC
INCREASED
Shares5,473 from 5,463
Change+10 (+0%)
Value$386.5K (-$2.8K)
Filed 2026-10-29
Winnacle Wealth LLC
DECREASED
Shares5,466 from 7,537
Change-2,071 (-27%)
Value$386.0K (-$151.0K)
Filed 2026-10-15
Post Resch Tallon Group Inc.
NEW
Shares5,458
Change+5,458
Value$385.4K
Filed 2026-10-09
Cascade Investment Group, Inc.
INCREASED
Shares5,428 from 5,288
Change+140 (+3%)
Value$383.3K (+$6.5K)
Filed 2026-10-13
Emerald Advisors, LLC
DECREASED
Shares5,416 from 5,462
Change-46 (-1%)
Value$382.4K (-$6.7K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
INCREASED
Shares5,407 from 4,842
Change+565 (+12%)
Value$381.9K (+$36.8K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED
Shares5,406 from 5,406
Change0 (0%)
Value$381.7K (-$3.5K)
Filed 2026-10-23
Canopy Partners, LLC
UNCHANGED
Shares5,398 from 5,398
Change0 (0%)
Value$381.2K (-$3.5K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares5,388 from 5,932
Change-544 (-9%)
Value$380.4K (-$42.3K)
Filed 2026-10-27
American National Bank of Texas
DECREASED
Shares5,387 from 5,587
Change-200 (-4%)
Value$380.4K (-$17.7K)
Filed 2026-10-07
Uniting Wealth Partners, LLC
INCREASED
Shares5,364 from 4,292
Change+1,072 (+25%)
Value$378.8K (+$72.9K)
Filed 2026-11-06
Brown Miller Wealth Management, LLC
DECREASED
Shares5,356 from 5,396
Change-40 (-1%)
Value$378.2K (-$6.3K)
Filed 2026-11-02
Ibex Wealth Advisors
DECREASED
Shares5,322 from 5,511
Change-189 (-3%)
Value$375.8K (-$16.9K)
Filed 2026-11-06
First Financial Bank - Trust Division
UNCHANGED
Shares5,322 from 5,322
Change0 (0%)
Value$375.8K (-$3.4K)
Filed 2026-10-01
Leelyn Smith, LLC
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$374.9K (-$3.4K)
Filed 2026-11-03
Cedarwood Wealth LLC
INCREASED
Shares5,309 from 5,301
Change+8 (+0%)
Value$374.9K (-$2.9K)
Filed 2026-11-09
Winebrenner Capital Management LLC
INCREASED
Shares5,306 from 5,114
Change+192 (+4%)
Value$374.6K (+$10.3K)
Filed 2026-10-07
O'Connor Financial Group LLC
DECREASED
Shares5,300 from 6,040
Change-740 (-12%)
Value$374.3K (-$56.1K)
Filed 2026-10-26
Gerber, LLC
DECREASED
Shares5,296 from 5,448
Change-152 (-3%)
Value$374.0K (-$14.2K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
DECREASED
Shares5,275 from 5,942
Change-667 (-11%)
Value$372.5K (-$50.9K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
INCREASED
Shares5,271 from 5,140
Change+131 (+3%)
Value$372.2K (+$6.0K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
INCREASED
Shares5,266 from 4,122
Change+1,144 (+28%)
Value$371.8K (+$78.1K)
Filed 2026-10-19
Asset Advisory Group, Inc.
INCREASED
Shares5,254 from 5,249
Change+5 (+0%)
Value$371.0K (-$3.0K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
INCREASED
Shares5,239 from 3,717
Change+1,522 (+41%)
Value$369.9K (+$105.1K)
Filed 2026-10-29
Two West Capital Advisors LLC
DECREASED
Shares5,210 from 5,249
Change-39 (-1%)
Value$370.9K (+$7.5K)
Filed 2026-10-15
Flagstone Financial Management
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$367.5K (-$3.3K)
Filed 2026-11-05
Meridian Wealth Partners, LLC
INCREASED
Shares5,186 from 4,940
Change+246 (+5%)
Value$366.2K (+$14.2K)
Filed 2026-11-09
Town Capital LLC
INCREASED
Shares5,152 from 4,916
Change+236 (+5%)
Value$363.8K (+$13.5K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
DECREASED
Shares5,148 from 5,195
Change-47 (-1%)
Value$363.5K (-$6.6K)
Filed 2026-11-09
Evensky & Katz LLC
INCREASED
Shares5,136 from 4,934
Change+202 (+4%)
Value$363 (-$351.6K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
INCREASED
Shares5,134 from 4,708
Change+426 (+9%)
Value$362.5K (+$27.1K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
INCREASED
Shares5,133 from 4,187
Change+946 (+23%)
Value$362.4K (+$64.1K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
INCREASED
Shares5,125 from 5,000
Change+125 (+3%)
Value$361.9K (+$5.6K)
Filed 2026-10-09
Invenio Wealth Partners LLC
UNCHANGED
Shares5,113 from 5,113
Change0 (0%)
Value$361.0K (-$3.3K)
Filed 2026-10-20
Colorado Capital Management, Inc.
UNCHANGED
Shares5,076 from 5,076
Change0 (0%)
Value$358 (-$4)
Filed 2026-10-15
Beacon Financial Planning, Inc
INCREASED
Shares5,070 from 3,002
Change+2,068 (+69%)
Value$358.0K (+$144.2K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
NEW
Shares5,006
Change+5,006
Value$353.5K
Filed 2026-10-26
Harrington Investments, Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$353.1K (-$3.2K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
INCREASED
Shares4,994 from 3,381
Change+1,613 (+48%)
Value$352.7K (+$111.7K)
Filed 2026-10-28
Sharper & Granite LLC
DECREASED
Shares4,990 from 5,100
Change-110 (-2%)
Value$319.8K (-$43.6K)
Filed 2026-11-02
Wagner Wealth Management, LLC
DECREASED
Shares4,986 from 7,377
Change-2,391 (-32%)
Value$352.1K (-$173.6K)
Filed 2026-10-21
Austin Wealth Management, LLC
DECREASED
Shares4,981 from 5,522
Change-541 (-10%)
Value$348.0K (-$36.9K)
Filed 2026-11-06
Old Port Advisors
INCREASED
Shares4,946 from 4,892
Change+54 (+1%)
Value$349.2K (+$684)
Filed 2026-10-23
Robinswood Financial LLC
DECREASED
Shares4,937 from 5,706
Change-769 (-13%)
Value$342.4K (-$64.1K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
NEW
Shares4,920
Change+4,920
Value$347.4K
Filed 2026-11-02
Arnold Financial Planning LLC
DECREASED
Shares4,905 from 5,954
Change-1,049 (-18%)
Value$346.3K (-$77.9K)
Filed 2026-10-20
BankPlus Trust Department
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$346.2K (-$3.1K)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares4,901 from 4,996
Change-95 (-2%)
Value$342.4K (-$11.2K)
Filed 2026-10-20
Pioneer Family Office, LLC
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$345.4K (-$3.1K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares4,879
Change+4,879
Value$347.6K
Filed 2026-10-29
Verde Capital Management
DECREASED
Shares4,875 from 4,887
Change-12 (0%)
Value$344.3K (-$4.0K)
Filed 2026-10-28
Tillman Hartley LLC
DECREASED
Shares4,846 from 4,860
Change-14 (0%)
Value$342.2K (-$4.1K)
Filed 2026-11-06
Cpwa, LLC
INCREASED
Shares4,841 from 4,832
Change+9 (+0%)
Value$338.6K (-$5.7K)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares4,823 from 3,515
Change+1,308 (+37%)
Value$340.6K (+$90.1K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
DECREASED
Shares4,821 from 5,187
Change-366 (-7%)
Value$340.4K (-$29.2K)
Filed 2026-11-03
Livet Wealth, LLC
INCREASED
Shares4,813 from 4,803
Change+10 (+0%)
Value$339.9K (-$2.4K)
Filed 2026-10-27
Strategic Wealth Investment Group, LLC
NEW
Shares4,774
Change+4,774
Value$337.1K
Filed 2026-10-29
Westbourne Investment Advisors, Inc.
DECREASED
Shares4,773 from 5,423
Change-650 (-12%)
Value$337.0K (-$49.4K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED
Shares4,753 from 4,149
Change+604 (+15%)
Value$335.6K (+$40.0K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED
Shares4,751 from 4,830
Change-79 (-2%)
Value$335.5K (-$8.6K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,720 from 4,388
Change+332 (+8%)
Value$333.3K (+$20.6K)
Filed 2026-10-15
Studio Investment Management LLC
UNCHANGED
Shares4,713 from 4,713
Change0 (0%)
Value$332.8K (-$3.0K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$330.1K (-$3.0K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,648 from 4,643
Change+5 (+0%)
Value$328.2K (-$2.6K)
Filed 2026-10-05
Intelligent Financial Strategies
DECREASED
Shares4,621 from 6,171
Change-1,550 (-25%)
Value$326.3K (-$113.4K)
Filed 2026-10-16
Atlantic Private Wealth, LLC
DECREASED
Shares4,599 from 5,289
Change-690 (-13%)
Value$324.7K (-$52.1K)
Filed 2026-11-09
Cookson Peirce & Co Inc
NEW
Shares4,598
Change+4,598
Value$324.7K
Filed 2026-10-30
Corundum Group, Inc.
INCREASED
Shares4,598 from 3,065
Change+1,533 (+50%)
Value$324.7K (+$106.3K)
Filed 2026-10-28
True Wealth Design, LLC
DECREASED
Shares4,538 from 4,591
Change-53 (-1%)
Value$320.4K (-$6.7K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
INCREASED
Shares4,532 from 4,528
Change+4 (+0%)
Value$320.0K (-$2.6K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares4,531 from 4,681
Change-150 (-3%)
Value$320.0K (-$13.6K)
Filed 2026-10-23
Infinity Wealth Counsel, LLC
UNCHANGED
Shares4,515 from 4,515
Change0 (0%)
Value$318.8K (-$2.9K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
INCREASED
Shares4,511 from 4,463
Change+48 (+1%)
Value$318.5K (+$539)
Filed 2026-11-04
Veracity Capital LLC
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$317.5K (-$2.9K)
Filed 2026-10-08
Yardley Wealth Management LLC
DECREASED
Shares4,492 from 4,901
Change-409 (-8%)
Value$317.2K (-$32.0K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares4,490 from 4,511
Change-21 (0%)
Value$317.0K (-$4.4K)
Filed 2026-10-19
Lighthouse Financial LLC
NEW
Shares4,482
Change+4,482
Value$316.5K
Filed 2026-10-23
Oak Harvest Investment Services
DECREASED
Shares4,473 from 6,284
Change-1,811 (-29%)
Value$315.8K (-$131.9K)
Filed 2026-10-20
Union Savings Bank
INCREASED
Shares4,470 from 2,688
Change+1,782 (+66%)
Value$315.6K (+$124.1K)
Filed 2026-10-14
Agate Pass Investment Management, LLC
INCREASED
Shares4,460 from 4,008
Change+452 (+11%)
Value$314.9K (+$29.4K)
Filed 2026-10-20
Advisor Resource Council
INCREASED
Shares4,455 from 3,804
Change+651 (+17%)
Value$316.9K (+$43.7K)
Filed 2026-11-05
Clarity Wealth Advisors, LLC
INCREASED
Shares4,449 from 4,432
Change+17 (+0%)
Value$314.1K (-$1.6K)
Filed 2026-10-21
Intrua Financial, LLC
INCREASED
Shares4,446 from 4,146
Change+300 (+7%)
Value$313.9K (+$18.5K)
Filed 2026-10-28
MW Advisory, LLC
INCREASED
Shares4,437 from 3,315
Change+1,122 (+34%)
Value$313.3K (+$77.1K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
DECREASED
Shares4,409 from 5,068
Change-659 (-13%)
Value$311.3K (-$49.8K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares4,402 from 4,364
Change+38 (+1%)
Value$310.8K (-$121)
Filed 2026-10-27
Stableford Capital II LLC
INCREASED
Shares4,366 from 3,522
Change+844 (+24%)
Value$308.3K (+$57.3K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,354 from 3,518
Change+836 (+24%)
Value$307.5K (+$56.8K)
Filed 2026-10-14
Index Fund Advisors, Inc.
DECREASED
Shares4,300 from 4,453
Change-153 (-3%)
Value$303.7K (-$13.6K)
Filed 2026-11-05
Strive Financial Group,LLC
INCREASED
Shares4,261 from 3,620
Change+641 (+18%)
Value$300.8K (+$42.9K)
Filed 2026-11-09
Piscataqua Savings Bank
DECREASED
Shares4,258 from 4,979
Change-721 (-14%)
Value$300.7K (-$54.1K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares4,253 from 7,887
Change-3,634 (-46%)
Value$300.3K (-$261.6K)
Filed 2026-10-02
Main Line Retirement Advisors, LLC
INCREASED
Shares4,186 from 4,176
Change+10 (+0%)
Value$295.6K (-$2.0K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,177 from 4,183
Change-6 (0%)
Value$295.0K (-$3.1K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
DECREASED
Shares4,155 from 4,254
Change-99 (-2%)
Value$249.0K (-$54.1K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
DECREASED
Shares4,154 from 5,056
Change-902 (-18%)
Value$293.3K (-$66.9K)
Filed 2026-10-26
Silver Oak Advisory Group, Inc.
INCREASED
Shares4,144 from 4,143
Change+1 (+0%)
Value$292.6K (-$2.4K)
Filed 2026-11-06
Bluedoor Private Wealth, LLC
INCREASED
Shares4,100 from 3,887
Change+213 (+5%)
Value$289.5K (+$12.6K)
Filed 2026-11-05
Castellan Group
NEW
Shares4,099
Change+4,099
Value$289.4K
Filed 2026-10-19
First Financial Group Corp
DECREASED
Shares4,080 from 6,380
Change-2,300 (-36%)
Value$288.1K (-$166.5K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares4,079 from 3,520
Change+559 (+16%)
Value$288.0K (+$37.3K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares4,073 from 4,025
Change+48 (+1%)
Value$287.6K (+$830)
Filed 2026-10-14
Range Financial Group LLC
DECREASED
Shares4,056 from 4,092
Change-36 (-1%)
Value$286.4K (-$5.1K)
Filed 2026-10-21
Harbor Asset Planning, Inc.
INCREASED
Shares4,041 from 4,031
Change+10 (+0%)
Value$285.4K (-$1.9K)
Filed 2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares4,029 from 4,725
Change-696 (-15%)
Value$284.5K (-$52.2K)
Filed 2026-10-30
John W. Brooker & Co., CPAs
DECREASED
Shares4,016 from 4,058
Change-42 (-1%)
Value$283.5K (-$5.6K)
Filed 2026-10-21
Kingsman Wealth Management, Inc.
INCREASED
Shares4,013 from 3,630
Change+383 (+11%)
Value$283.4K (+$24.7K)
Filed 2026-10-13
Westside Investment Management, Inc.
INCREASED
Shares4,012 from 2,902
Change+1,110 (+38%)
Value$283.3K (+$76.5K)
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares4,011
Change+4,011
Value$283.2K
Filed 2026-11-04
Eastover Investment Advisors LLC
UNCHANGED
Shares4,003 from 4,003
Change0 (0%)
Value$282.7K (-$2.6K)
Filed 2026-10-05
SpringVest Wealth Management LLC
NEW
Shares4,001
Change+4,001
Value$282.5K
Filed 2026-10-27
Hedges Asset Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$282.4K (-$2.6K)
Filed 2026-10-29
USAdvisors Wealth Management, LLC
INCREASED
Shares3,999 from 3,995
Change+4 (+0%)
Value$282 (-$102)
Filed 2026-10-21
Pavion Blue Capital, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$282.1K (-$2.6K)
Filed 2026-11-05
Cedar Point Capital Partners, LLC
INCREASED
Shares3,961 from 3,947
Change+14 (+0%)
Value$279.7K (-$1.5K)
Filed 2026-10-29
Tull Financial Group, Inc.
DECREASED
Shares3,948 from 5,931
Change-1,983 (-33%)
Value$278.8K (-$143.8K)
Filed 2026-11-05
Theory Financial LLC
UNCHANGED
Shares3,937 from 3,937
Change0 (0%)
Value$278.0K (-$2.5K)
Filed 2026-11-09
Members Wealth LLC
INCREASED
Shares3,926 from 3,925
Change+1 (+0%)
Value$275.8K (-$3.8K)
Filed 2026-10-20
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares3,917 from 3,917
Change0 (0%)
Value$276.6K (-$2.5K)
Filed 2026-10-30
Retiremitten Financial LLC
UNCHANGED
Shares3,903 from 3,903
Change0 (0%)
Value$274.5K (-$3.5K)
Filed 2026-11-05
Carolina Wealth Advisors, LLC
INCREASED
Shares3,884 from 3,875
Change+9 (+0%)
Value$274.3K (-$1.8K)
Filed 2026-10-23
Security National Bank
DECREASED
Shares3,883 from 4,485
Change-602 (-13%)
Value$274.2K (-$45.4K)
Filed 2026-10-26
Saxon Interests, Inc.
NEW
Shares3,882
Change+3,882
Value$274.1K
Filed 2026-10-26
Jeppson Wealth Management, LLC
UNCHANGED
Shares3,877 from 3,877
Change0 (0%)
Value$273.8K (-$2.5K)
Filed 2026-10-20
Wellington Grp LLC
INCREASED
Shares3,873 from 3,429
Change+444 (+13%)
Value$273.5K (+$29.2K)
Filed 2026-11-06
Cardinal Point Capital Management ULC
DECREASED
Shares3,866 from 3,983
Change-117 (-3%)
Value$273.0K (-$10.8K)
Filed 2026-10-21
Bill Few Associates, Inc.
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$272.6K (-$2.5K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
NEW
Shares3,855
Change+3,855
Value$272.2K
Filed 2026-11-02
SP Asset Management LLC
INCREASED
Shares3,855 from 3,846
Change+9 (+0%)
Value$272.2K (-$1.8K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,842 from 3,842
Change0 (0%)
Value$271.3K (-$2.5K)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares3,827 from 3,826
Change+1 (+0%)
Value$270.2K (-$2.4K)
Filed 2026-10-29
LFG Wealth Partners, LLC
DECREASED
Shares3,820 from 3,926
Change-106 (-3%)
Value$269.7K (-$10.0K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares3,818 from 4,129
Change-311 (-8%)
Value$269.6K (-$24.6K)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares3,806 from 3,806
Change0 (0%)
Value$267.2K (-$2.3K)
Filed 2026-10-09
Northbridge Financial Group, LLC
INCREASED
Shares3,791 from 3,788
Change+3 (+0%)
Value$269.6K (-$309)
Filed 2026-11-05
Alamar Capital Management, LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$266.5K (-$2.4K)
Filed 2026-11-02
Madrona Financial Services, LLC
DECREASED
Shares3,770 from 3,933
Change-163 (-4%)
Value$266.2K (-$14.0K)
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
UNCHANGED
Shares3,753 from 3,753
Change0 (0%)
Value$265.0K (-$2.4K)
Filed 2026-10-16
GW Henssler & Associates LTD
NEW
Shares3,752
Change+3,752
Value$264.9K
Filed 2026-10-26
GuidedMoney, LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$264.8K (-$2.4K)
Filed 2026-10-29
Ellis Investment Partners, LLC
DECREASED
Shares3,721 from 3,857
Change-136 (-4%)
Value$262.8K (-$12.0K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares3,720 from 3,788
Change-68 (-2%)
Value$262.7K (-$7.2K)
Filed 2026-10-14
Cannon Advisors, Inc.
NEW
Shares3,708
Change+3,708
Value$259.8K
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
DECREASED
Shares3,689 from 3,819
Change-130 (-3%)
Value$260.5K (-$11.6K)
Filed 2026-10-09
NovaPoint Capital, LLC
INCREASED
Shares3,684 from 3,351
Change+333 (+10%)
Value$260.1K (+$21.4K)
Filed 2026-10-22
Concentrum Wealth Management
DECREASED
Shares3,683 from 3,997
Change-314 (-8%)
Value$260.1K (-$24.7K)
Filed 2026-11-09
Highland Financial Advisors, LLC
UNCHANGED
Shares3,675 from 3,675
Change0 (0%)
Value$259.5K (-$2.4K)
Filed 2026-10-19
Park Place Capital Corp
DECREASED
Shares3,664 from 372,843
Change-369,179 (-99%)
Value$258.7K (-$26.3M)
Filed 2026-11-09
RW Investment Management LLC
NEW
Shares3,661
Change+3,661
Value$258.5K
Filed 2026-11-03
Financial Guidance Group, Inc.
DECREASED
Shares3,639 from 3,943
Change-304 (-8%)
Value$257.0K (-$24.0K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,638 from 3,635
Change+3 (+0%)
Value$256.9K (-$2.1K)
Filed 2026-10-16
Alaska Wealth Advisors, LLC
INCREASED
Shares3,633 from 3,593
Change+40 (+1%)
Value$256.5K (+$525)
Filed 2026-11-09
Noble Wealth Management PBC
DECREASED
Shares3,619 from 4,067
Change-448 (-11%)
Value$255.5K (-$34.2K)
Filed 2026-10-01
River Wealth Advisors LLC
DECREASED
Shares3,609 from 12,180
Change-8,571 (-70%)
Value$254.8K (-$613.0K)
Filed 2026-11-09
Boston Standard Wealth Management, LLC
INCREASED
Shares3,606 from 3,599
Change+7 (+0%)
Value$254.6K (+$759)
Filed 2026-10-07
Private Management Group Inc
INCREASED
Shares3,602 from 3,536
Change+66 (+2%)
Value$254.4K (+$2.4K)
Filed 2026-11-04
Seros Financial, LLC
NEW
Shares3,594
Change+3,594
Value$253.8K
Filed 2026-10-21
Tableaux LLC
INCREASED
Shares3,594 from 3,585
Change+9 (+0%)
Value$253.8K (-$1.7K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
NEW
Shares3,593
Change+3,593
Value$253.7K
Filed 2026-10-20
Excalibur Management Corp
DECREASED
Shares3,572 from 4,428
Change-856 (-19%)
Value$252.2K (-$63.3K)
Filed 2026-11-02
Wedgewood Investors Inc
UNCHANGED
Shares3,564 from 3,564
Change0 (0%)
Value$251.7K (-$2.3K)
Filed 2026-10-28
Prosperity Financial Group, Inc.
NEW
Shares3,561
Change+3,561
Value$251.4K
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,560 from 5,155
Change-1,595 (-31%)
Value$251.4K (-$115.9K)
Filed 2026-10-16
JGP Wealth Management, LLC
DECREASED
Shares3,558 from 3,694
Change-136 (-4%)
Value$251.2K (-$12.0K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
DECREASED
Shares3,552 from 4,419
Change-867 (-20%)
Value$250.8K (-$64.1K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$250.7K (-$2.3K)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$249.4K (-$2.3K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares3,526 from 3,526
Change0 (0%)
Value$249.0K (-$2.3K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares3,518 from 3,518
Change0 (0%)
Value$248.4K (-$2.3K)
Filed 2026-11-03
Nicholson Wealth Management Group, LLC
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$247.8K (-$2.2K)
Filed 2026-11-09
Insight Wealth Strategies, LLC
DECREASED
Shares3,499 from 5,298
Change-1,799 (-34%)
Value$247.1K (-$125.7K)
Filed 2026-10-09
Richardson Capital Management LLC
DECREASED
Shares3,497 from 3,677
Change-180 (-5%)
Value$246.9K (-$15.1K)
Filed 2026-10-23
Sharkey, Howes & Javer
INCREASED
Shares3,486 from 3,483
Change+3 (+0%)
Value$246.2K (-$2.0K)
Filed 2026-10-22
Delta Investment Management, LLC
DECREASED
Shares3,480 from 3,523
Change-43 (-1%)
Value$245.7K (-$5.3K)
Filed 2026-11-09
Main Street Group, LTD
DECREASED
Shares3,465 from 3,495
Change-30 (-1%)
Value$244.7K (-$4.3K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
UNCHANGED
Shares3,465 from 3,465
Change0 (0%)
Value$244.6K (-$2.2K)
Filed 2026-10-20
Evergreen Wealth Management, LLC
NEW
Shares3,459
Change+3,459
Value$244.2K
Filed 2026-11-06
Valley National Advisers Inc
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$243.6K (-$2.2K)
Filed 2026-10-23
G&S Capital LLC
INCREASED
Shares3,437 from 3,432
Change+5 (+0%)
Value$242.7K (-$1.9K)
Filed 2026-10-23
Cohen Capital Management, Inc.
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$242.3K (-$2.2K)
Filed 2026-10-14
Carolina Wealth Management Inc
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$242.3K (-$2.2K)
Filed 2026-10-29
Lockerman Financial Group, Inc.
DECREASED
Shares3,426 from 3,486
Change-60 (-2%)
Value$241.9K (-$6.5K)
Filed 2026-10-19
Garner Asset Management Corp
DECREASED
Shares3,420 from 3,620
Change-200 (-6%)
Value$237.1K (-$20.8K)
Filed 2026-10-30
Patten Group, Inc.
DECREASED
Shares3,418 from 8,942
Change-5,524 (-62%)
Value$241.3K (-$395.8K)
Filed 2026-10-26
Loudon Investment Management, LLC
DECREASED
Shares3,417 from 3,457
Change-40 (-1%)
Value$241.3K (-$5.0K)
Filed 2026-11-06
Altar Rock LLC
DECREASED
Shares3,407 from 9,212
Change-5,805 (-63%)
Value$239.7K (-$416.6K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
DECREASED
Shares3,393 from 3,431
Change-38 (-1%)
Value$239.6K (-$4.9K)
Filed 2026-11-03
Peterson Wealth Services
UNCHANGED
Shares3,386 from 3,386
Change0 (0%)
Value$239.1K (-$2.2K)
Filed 2026-10-26
Redwood Park Advisors LLC
UNCHANGED
Shares3,377 from 3,377
Change0 (0%)
Value$238.5K (-$2.2K)
Filed 2026-11-02
Bucket List Wealth Management, LLC
INCREASED
Shares3,373 from 3,372
Change+1 (+0%)
Value$238.2K (-$2.1K)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares3,363 from 3,363
Change0 (0%)
Value$237.5K (-$2.2K)
Filed 2026-11-03
Junk Investment Group, LLC
NEW
Shares3,357
Change+3,357
Value$237.0K
Filed 2026-10-19
Truefg, LLC
DECREASED
Shares3,352 from 4,417
Change-1,065 (-24%)
Value$236.7K (-$78.0K)
Filed 2026-10-15
Straight Path Wealth Management
DECREASED
Shares3,352 from 3,421
Change-69 (-2%)
Value$236.7K (-$7.1K)
Filed 2026-10-23
Hibernia Wealth Partners, LLC
DECREASED
Shares3,341 from 3,342
Change-1 (0%)
Value$235.9K (-$2.1K)
Filed 2026-10-29
WMG Financial Advisors, LLC
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$236.3K ($0)
Filed 2026-10-28
ODonnell Financial Services, LLC
INCREASED
Shares3,315 from 2,932
Change+383 (+13%)
Value$234.0K (+$25.2K)
Filed 2026-11-09
Nearside Advisors, LLC
NEW
Shares3,299
Change+3,299
Value$233.0K
Filed 2026-10-20
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares3,295 from 3,295
Change0 (0%)
Value$232.7K (-$2.3K)
Filed 2026-10-30
Hunter Associates Investment Management LLC
NEW
Shares3,290
Change+3,290
Value$232
Filed 2026-10-26
Wealth Effects LLC
UNCHANGED
Shares3,282 from 3,282
Change0 (0%)
Value$231.7K (-$2.1K)
Filed 2026-10-23
Lunt Capital Management, Inc.
UNCHANGED
Shares3,281 from 3,281
Change0 (0%)
Value$231.7K (-$2.1K)
Filed 2026-10-30
Financial Security Advisor, Inc.
INCREASED
Shares3,274 from 3,187
Change+87 (+3%)
Value$231.2K (+$4.1K)
Filed 2026-11-03
Hardworking Capital Advisors, LLC
DECREASED
Shares3,258 from 5,111
Change-1,853 (-36%)
Value$230.0K (-$134.1K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,243 from 3,493
Change-250 (-7%)
Value$229.0K (-$19.9K)
Filed 2026-11-03
Well Done, LLC
NEW
Shares3,240
Change+3,240
Value$228.8K
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares3,230 from 3,113
Change+117 (+4%)
Value$228.1K (+$6.3K)
Filed 2026-10-14
tru Independence LLC
NEW
Shares3,216
Change+3,216
Value$227.1K
Filed 2026-10-20
Boston Common Asset Management, LLC
UNCHANGED
Shares3,199 from 3,199
Change0 (0%)
Value$225.9K (-$2.0K)
Filed 2026-10-13
Saxony Capital Management, LLC
NEW
Shares3,197
Change+3,197
Value$225.7K
Filed 2026-10-15
Woodside Wealth Management LLC
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$225.7K (-$2.0K)
Filed 2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW
Shares3,184
Change+3,184
Value$224.8K
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares3,180 from 6,306
Change-3,126 (-50%)
Value$224.6K (-$224.8K)
Filed 2026-10-27
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$224.1K (-$2.0K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$224.1K (-$2.0K)
Filed 2026-10-22
Ahara Advisors LLC
NEW
Shares3,166
Change+3,166
Value$223.6K
Filed 2026-10-29
Zullo Investment Group, Inc.
DECREASED
Shares3,156 from 3,430
Change-274 (-8%)
Value$222.8K (-$21.5K)
Filed 2026-10-20
Zinnia Wealth Advisory, LLC
NEW
Shares3,140
Change+3,140
Value$221.7K
Filed 2026-11-06
Schulz Wealth, Ltd.
INCREASED
Shares3,120 from 2,896
Change+224 (+8%)
Value$220.3K (+$14.0K)
Filed 2026-11-03
Hengehold Capital Management LLC
DECREASED
Shares3,099 from 3,121
Change-22 (-1%)
Value$218.9K (-$3.5K)
Filed 2026-10-16
Mirador Capital Partners LP
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$218.3K (-$2.0K)
Filed 2026-10-09
RMR Wealth Builders
DECREASED
Shares3,090 from 4,439
Change-1,349 (-30%)
Value$218.2K (-$98.0K)
Filed 2026-10-22
Maple Capital Management, Inc.
DECREASED
Shares3,058 from 3,272
Change-214 (-7%)
Value$215.9K (-$17.2K)
Filed 2026-11-02
Strathmore Capital Advisors, Inc.
DECREASED
Shares3,053 from 3,548
Change-495 (-14%)
Value$207.3K (-$42.7K)
Filed 2026-11-09
Beacon Capital Management, LLC
NEW
Shares3,050
Change+3,050
Value$215.4K
Filed 2026-10-23
Value Investment Professionals, LLC
INCREASED
Shares3,046 from 2,973
Change+73 (+2%)
Value$215.1K (+$3.3K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$214.7K (-$1.9K)
Filed 2026-10-07
Marotta Asset Management
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$214.0K (+$758)
Filed 2026-10-02
Presilium Private Wealth, LLC
NEW
Shares3,023
Change+3,023
Value$213.5K
Filed 2026-10-26
Blvd Private Wealth, LLC
NEW
Shares3,016
Change+3,016
Value$213.0K
Filed 2026-10-14
Accredited Investor Services, LLC
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$212.7K (-$1.9K)
Filed 2026-10-22
Aire Advisors, LLC
DECREASED
Shares3,007 from 3,342
Change-335 (-10%)
Value$212.3K (-$25.8K)
Filed 2026-10-22
Portside Wealth Group, LLC
NEW
Shares2,989
Change+2,989
Value$211.0K
Filed 2026-10-20
Blueline Advisors LLC
INCREASED
Shares2,987 from 2,756
Change+231 (+8%)
Value$210.9K (+$14.6K)
Filed 2026-10-15
Townsend Asset Management Corp
INCREASED
Shares2,987 from 2,986
Change+1 (+0%)
Value$210.9K (-$1.8K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
DECREASED
Shares2,980 from 3,789
Change-809 (-21%)
Value$211.6K (-$57.7K)
Filed 2026-10-22
Courage Miller Partners, LLC
NEW
Shares2,979
Change+2,979
Value$210.3K
Filed 2026-10-21
Professional Financial Advisors, LLC
INCREASED
Shares2,978 from 2,976
Change+2 (+0%)
Value$210.3K (-$1.8K)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares2,974 from 2,974
Change0 (0%)
Value$210.0K (-$1.9K)
Filed 2026-10-19
Alchemi Wealth, LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$209.9K (-$1.9K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$209.9K (-$1.9K)
Filed 2026-10-20
BG Investment Services, LLC
NEW
Shares2,970
Change+2,970
Value$209.7K
Filed 2026-10-23
Essex LLC
INCREASED
Shares2,970 from 2,932
Change+38 (+1%)
Value$209.7K (+$807)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
DECREASED
Shares2,966 from 4,008
Change-1,042 (-26%)
Value$209.4K (-$76.1K)
Filed 2026-10-16
AAF Wealth Management, LLC
NEW
Shares2,956
Change+2,956
Value$208.7K
Filed 2026-10-28
Avaii Wealth Management, LLC
UNCHANGED
Shares2,951 from 2,951
Change0 (0%)
Value$209.9K (-$354)
Filed 2026-10-09
Wealth Alliance Advisory Group, LLC
NEW
Shares2,947
Change+2,947
Value$208.1K
Filed 2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$207.9K (-$1.9K)
Filed 2026-10-29
Smart Wealth LLC
NEW
Shares2,944
Change+2,944
Value$207.9K
Filed 2026-11-04
Kaufman Rossin Wealth, LLC
NEW
Shares2,924
Change+2,924
Value$206.5K
Filed 2026-10-19
Tranquility Partners, LLC
UNCHANGED
Shares2,922 from 2,922
Change0 (0%)
Value$206.3K (-$1.9K)
Filed 2026-10-20
Sima Wealth Partners, LLC
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$205.6K (-$1.9K)
Filed 2026-10-19
Family Investment Center, Inc.
NEW
Shares2,899
Change+2,899
Value$204.7K
Filed 2026-10-19
Robbins Farley
UNCHANGED
Shares2,897 from 2,897
Change0 (0%)
Value$204.6K (-$1.9K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares2,878 from 3,391
Change-513 (-15%)
Value$200.8K (-$46.3K)
Filed 2026-10-26
Sierra Summit Advisors LLC
DECREASED
Shares2,872 from 3,249
Change-377 (-12%)
Value$202.8K (-$28.7K)
Filed 2026-10-28
Financial Advisory Partners, LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$202.7K (-$1.8K)
Filed 2026-10-23
Smith Partners Wealth Management, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$202.7K (-$1.8K)
Filed 2026-11-05
Plus Group Wealth Advisors LLC
NEW
Shares2,867
Change+2,867
Value$202.4K
Filed 2026-10-19
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$202.4K (-$1.8K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
NEW
Shares2,864
Change+2,864
Value$202.2K
Filed 2026-10-19
Gainline Financial Partners, LLC
UNCHANGED
Shares2,864 from 2,864
Change0 (0%)
Value$202.2K (-$1.8K)
Filed 2026-10-15
Storen Legacy Partners, LLC
DECREASED
Shares2,859 from 3,030
Change-171 (-6%)
Value$201.9K (-$14.0K)
Filed 2026-11-09
Duncker Streett & Co Inc
UNCHANGED
Shares2,852 from 2,852
Change0 (0%)
Value$201.4K (-$1.8K)
Filed 2026-10-27
Francis Financial, Inc.
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$201.3K (-$1.8K)
Filed 2026-11-09
Sage Financial Management Group, Inc.
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$201.3K (-$1.8K)
Filed 2026-11-06
Investors Research Corp
DECREASED
Shares2,847 from 3,455
Change-608 (-18%)
Value$201.0K (-$45.1K)
Filed 2026-10-07
Lebenthal Global Advisors, LLC
DECREASED
Shares2,845 from 2,941
Change-96 (-3%)
Value$200.9K (-$8.7K)
Filed 2026-10-28
Leverty Financial Group, LLC
DECREASED
Shares2,845 from 2,853
Change-8 (0%)
Value$200.9K (-$2.4K)
Filed 2026-10-08
Tcfg Investment Advisors, LLC
NEW
Shares2,839
Change+2,839
Value$200.1K
Filed 2026-10-20
Register Financial Advisors LLC
NEW
Shares2,775
Change+2,775
Value$196.0K
Filed 2026-10-23
Centerpoint Advisors, LLC
NEW
Shares2,749
Change+2,749
Value$194
Filed 2026-11-05
Quent Capital, LLC
INCREASED
Shares2,684 from 2,312
Change+372 (+16%)
Value$182.2K (+$17.5K)
Filed 2026-11-09
Coston, McIsaac & Partners
INCREASED
Shares2,647 from 2,633
Change+14 (+1%)
Value$186.9K (-$89)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares2,635 from 1,690
Change+945 (+56%)
Value$185.0K (+$66.1K)
Filed 2026-10-09
Versant Capital Management, Inc
INCREASED
Shares2,607 from 2,606
Change+1 (+0%)
Value$184.1K (-$1.6K)
Filed 2026-10-02
Key Capital Management, Inc
INCREASED
Shares2,595 from 740
Change+1,855 (+251%)
Value$183.2K (+$130.5K)
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares2,501 from 2,037
Change+464 (+23%)
Value$176.6K (+$31.5K)
Filed 2026-11-05
IAG Wealth Partners, LLC
INCREASED
Shares2,486 from 2,253
Change+233 (+10%)
Value$175.5K (+$15.0K)
Filed 2026-11-06
Walsh & Associates, LLC
UNCHANGED
Shares2,486 from 2,486
Change0 (0%)
Value$175.5K (-$1.6K)
Filed 2026-11-09
Go Invest LLC
DECREASED
Shares2,458 from 2,980
Change-522 (-18%)
Value$173.5K (-$38.8K)
Filed 2026-10-09
MilWealth Group LLC
UNCHANGED
Shares2,387 from 2,387
Change0 (0%)
Value$168.5K (-$1.5K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$168.3K (-$1.5K)
Filed 2026-10-28
Vestor Capital, LLC
INCREASED
Shares2,322 from 800
Change+1,522 (+190%)
Value$115 (+$19)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$160.2K (-$9.3K)
Filed 2026-10-26
Burk Holdings LLC
DECREASED
Shares2,300 from 2,349
Change-49 (-2%)
Value$162.4K (-$5.0K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares2,217 from 2,216
Change+1 (+0%)
Value$156.5K (-$1.3K)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares2,129 from 2,124
Change+5 (+0%)
Value$150.3K (-$1.0K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares2,116 from 6,247
Change-4,131 (-66%)
Value$149.4K (-$295.7K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$148 (-$148.9K)
Filed 2026-10-14
Mondrian Investment Partners LTD
DECREASED
Shares2,091 from 23,040
Change-20,949 (-91%)
Value$145.1K (-$1.5M)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares2,067 from 2,064
Change+3 (+0%)
Value$145.9K (-$1.1K)
Filed 2026-11-02
West Paces Advisors Inc.
DECREASED
Shares2,062 from 4,108
Change-2,046 (-50%)
Value$145.6K (-$147.1K)
Filed 2026-10-13
Wolff Wiese Magana LLC
INCREASED
Shares2,022 from 1,121
Change+901 (+80%)
Value$142.8K (+$62.9K)
Filed 2026-10-15
Tidemark, LLC
DECREASED
Shares2,022 from 2,496
Change-474 (-19%)
Value$142.8K (-$35.1K)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$142.7K (-$1.3K)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares1,980
Change+1,980
Value$139.8K
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares1,976
Change+1,976
Value$139.5K
Filed 2026-10-29
Guardian Partners Inc.
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$139.1K (-$1.3K)
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares1,955
Change+1,955
Value$138.0K
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$135.1K (-$1.2K)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares1,903 from 1,861
Change+42 (+2%)
Value$134.4K (+$1.8K)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$129.3K (-$1.2K)
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares1,733
Change+1,733
Value$122.4K
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$120.6K (-$1.1K)
Filed 2026-10-05
Highland Investment Advisors LLC
INCREASED
Shares1,679 from 1,566
Change+113 (+7%)
Value$118.6K (+$7.0K)
Filed 2026-11-09
John Boyer, Inc.
NEW
Shares1,641
Change+1,641
Value$115.9K
Filed 2026-10-27
Bulwark Capital Corp
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$113.3K (-$1.0K)
Filed 2026-10-13
American Capital Advisory, LLC
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$110.6K (-$1.0K)
Filed 2026-10-28
Mainstream Capital Management LLC
NEW
Shares1,563
Change+1,563
Value$110.4K
Filed 2026-10-23
GoalVest Advisory LLC
UNCHANGED
Shares1,563 from 1,563
Change0 (0%)
Value$110.4K (-$1.0K)
Filed 2026-10-02
Foresight Capital Management Advisors, Inc.
NEW
Shares1,523
Change+1,523
Value$107.5K
Filed 2026-10-27
Knuff & Co LLC
DECREASED
Shares1,522 from 1,919
Change-397 (-21%)
Value$107.5K (-$29.3K)
Filed 2026-11-06
Paladin Advisory Group, LLC
UNCHANGED
Shares1,519 from 1,519
Change0 (0%)
Value$107.3K (-$972)
Filed 2026-11-09
Toews Corp
DECREASED
Shares1,496 from 141,799
Change-140,303 (-99%)
Value$105.6K (-$10.0M)
Filed 2026-11-09
Canton Hathaway, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$103.1K (-$934)
Filed 2026-10-23
NorthAvenue LLC
DECREASED
Shares1,450 from 1,470
Change-20 (-1%)
Value$102.4K (-$2.4K)
Filed 2026-10-29
Financial Freedom, LLC
NEW
Shares1,410
Change+1,410
Value$99.5K
Filed 2026-11-06
Cheviot Value Management, LLC
INCREASED
Shares1,336 from 278
Change+1,058 (+381%)
Value$94.3K (+$74.5K)
Filed 2026-11-09
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$91.3K (-$828)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares1,281 from 2,878
Change-1,597 (-55%)
Value$90 (-$204.9K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$83.4K (-$756)
Filed 2026-10-15
West Branch Capital LLC
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$83.0K (-$752)
Filed 2026-10-20
Dakota Community Bank & Trust NA
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$82.0K (-$743)
Filed 2026-10-09
Hager Investment Management Services, LLC
INCREASED
Shares1,152 from 1,142
Change+10 (+1%)
Value$81.3K (-$25)
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$79.6K (-$722)
Filed 2026-10-19
Valued Wealth Advisors LLC
INCREASED
Shares1,012 from 177
Change+835 (+472%)
Value$71.5K (+$58.8K)
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares1,000
Change+1,000
Value$70.6K
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares984 from 5,530
Change-4,546 (-82%)
Value$69.5K (-$324.5K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
INCREASED
Shares982 from 624
Change+358 (+57%)
Value$69.3K (+$24.9K)
Filed 2026-10-09
Atwood & Palmer Inc
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$68.6K (-$621)
Filed 2026-10-08
Collier Financial
INCREASED
Shares951 from 950
Change+1 (+0%)
Value$67.1K (-$546)
Filed 2026-11-06
Planning Strategies Inc.
INCREASED
Shares934 from 864
Change+70 (+8%)
Value$66.0K (+$4.4K)
Filed 2026-10-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$64.1K (-$137)
Filed 2026-10-20
Roxbury Financial LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$61.2K (-$533)
Filed 2026-10-01
Nova Financial LLC
NEW
Shares845
Change+845
Value$59.7K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares832
Change+832
Value$58.8K
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares832 from 733
Change+99 (+14%)
Value$58.7K (+$6.5K)
Filed 2026-11-04
TFC Financial Management, Inc.
INCREASED
Shares798 from 796
Change+2 (+0%)
Value$56.3K (-$372)
Filed 2026-10-26
Kozak & Associates, Inc.
INCREASED
Shares798 from 796
Change+2 (+0%)
Value$56.1K (+$81)
Filed 2026-10-29
Albion Financial Group
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$53.7K (-$486)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares755 from 772
Change-17 (-2%)
Value$52.6K (-$2.4K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$51.9K (-$1.4K)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$52.1K (-$473)
Filed 2026-10-14
CKW Financial Group
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$52 (-$51.9K)
Filed 2026-10-29
Daytona Street Capital LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$51.5K (-$8)
Filed 2026-10-15
IFS Advisors, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$51.2K (-$464)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares717 from 742
Change-25 (-3%)
Value$50.6K (-$2.2K)
Filed 2026-10-07
Sunrise Financial Services, LLC
DECREASED
Shares704 from 759
Change-55 (-7%)
Value$49.7K (-$4.4K)
Filed 2026-10-21
Marquette Asset Management, LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$48.9K (-$444)
Filed 2026-10-09
Keystone Financial Group, Inc.
INCREASED
Shares682 from 681
Change+1 (+0%)
Value$48.2K (-$318)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$47.7K (-$432)
Filed 2026-10-01
Cdkv Holdings LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$45.6K (-$413)
Filed 2026-10-28
Lummis Asset Management, LP
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$45.6K (-$414)
Filed 2026-11-09
Tradewinds Capital Management, LLC
DECREASED
Shares616 from 849
Change-233 (-27%)
Value$43.5K (-$17.0K)
Filed 2026-10-23
Horizon Financial Services, LLC
DECREASED
Shares604 from 937
Change-333 (-36%)
Value$42.6K (-$24.1K)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares593 from 591
Change+2 (+0%)
Value$41.9K (-$289)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
INCREASED
Shares581 from 56
Change+525 (+938%)
Value$41.0K (+$37.5K)
Filed 2026-11-03
Ulland Investment Advisors, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$40 ($0)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares534 from 533
Change+1 (+0%)
Value$37.7K (-$249)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$36.8K (-$333)
Filed 2026-10-07
Nexus Investment Management ULC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$35.3K (-$320)
Filed 2026-10-27
Peterson Wealth Management
INCREASED
Shares481 from 480
Change+1 (+0%)
Value$34.0K (-$224)
Filed 2026-11-06
Belvedere Trading LLC
NEW
Shares448
Change+448
Value$31.6K
Filed 2026-11-05
Your Advocates Ltd., LLP
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$31.1K (-$282)
Filed 2026-11-03
CNB Bank
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$29.8K (-$271)
Filed 2026-11-09
Winch Advisory Services, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$29.7K (-$207)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares397
Change+397
Value$28.0K
Filed 2026-11-06
Gen-Wealth Partners Inc
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$26.9K (-$244)
Filed 2026-11-04
Wilkerson Advisory Group LLC
INCREASED
Shares352 from 291
Change+61 (+21%)
Value$24.9K (+$4.1K)
Filed 2026-10-20
StrongBox Wealth, LLC
DECREASED
Shares346 from 376
Change-30 (-8%)
Value$24.4K (-$2.4K)
Filed 2026-11-02
Costello Asset Management, Inc
DECREASED
Shares342 from 829
Change-487 (-59%)
Value$24.1K (-$34.9K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$24.1K (-$220)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$23.6K (-$214)
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares326 from 156
Change+170 (+109%)
Value$23.0K (+$11.9K)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$22.6K (-$205)
Filed 2026-10-23
Darwin Wealth Management, LLC
INCREASED
Shares311 from 310
Change+1 (+0%)
Value$22.0K (-$147)
Filed 2026-11-09
Nfsg Corp
INCREASED
Shares307 from 288
Change+19 (+7%)
Value$21.7K (+$1.2K)
Filed 2026-10-15
Adkins Seale Capital Management LLC
NEW
Shares290
Change+290
Value$20.5K
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$19.9K (-$181)
Filed 2026-10-26
POM Investment Strategies, LLC
NEW
Shares279
Change+279
Value$19.7K
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$18.8K (-$171)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$18.7K (-$169)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares206 from 205
Change+1 (+0%)
Value$14.5K (-$96)
Filed 2026-10-19
Morse Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.1K (-$128)
Filed 2026-11-09
Clayton Financial Group LLC
NEW
Shares195
Change+195
Value$13.8K
Filed 2026-10-13
Southern Michigan Bank & Trust
NEW
Shares179
Change+179
Value$12.6K
Filed 2026-10-19
Rakuten Securities, Inc.
DECREASED
Shares175 from 363
Change-188 (-52%)
Value$12.4K (-$13.5K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares166
Change+166
Value$12
Filed 2026-10-02
Wealth Analytics Partners, LLC
NEW
Shares154
Change+154
Value$10.9K
Filed 2026-10-19
Gleason Group, Inc.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$10.3K (-$67)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$8.6K (-$57)
Filed 2026-10-21
Cedar Mountain Advisors, LLC
INCREASED
Shares112 from 110
Change+2 (+2%)
Value$7.9K (+$72)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED
Shares104 from 158
Change-54 (-34%)
Value$7.3K (-$3.9K)
Filed 2026-10-30
Montgomery Financial Services LLC
NEW
Shares100
Change+100
Value$7.1K
Filed 2026-11-03
Byrne Asset Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$104)
Filed 2026-10-06
Tower View Wealth Management LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$6.3K (-$41)
Filed 2026-10-23
PayPay Securities Corp
NEW
Shares88
Change+88
Value$6.2K
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.8K (-$53)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.6K (-$51)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.3K (-$48)
Filed 2026-10-22
Quaker Wealth Management, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.2K (-$47)
Filed 2026-10-22
Zeit Capital LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.9K (-$44)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares68
Change+68
Value$4.8K
Filed 2026-10-28
Eukles Asset Management
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.7K (-$43)
Filed 2026-11-04
RHL Group, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.7K (+$7)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (-$32)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.4K (-$31)
Filed 2026-10-09
Hara Capital LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.3K (-$30)
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares39 from 130
Change-91 (-70%)
Value$2.8K (-$6.5K)
Filed 2026-10-15
SRH Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.5K (-$23)
Filed 2026-10-22
CGC Financial Services, LLC
DECREASED
Shares34 from 185
Change-151 (-82%)
Value$2.4K (-$10.8K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.2K (-$18)
Filed 2026-11-02
Cypress Capital Management LLC (WY)
NEW
Shares30
Change+30
Value$2.1K
Filed 2026-11-09
Luken Investment Analytics, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$10)
Filed 2026-11-06
Networth Advisors, LLC
DECREASED
Shares3 from 196
Change-193 (-98%)
Value$213 (-$13.8K)
Filed 2026-11-03
Financial Planning Navigators Corp
CLOSED
Shares0 from 711,256
Change-711,256 (-100%)
Value$0 (-$50.7M)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 223,301
Change-223,301 (-100%)
Value$0 (-$15.9M)
Filed 2026-10-26
Newport Capital Group, LLC
CLOSED
Shares0 from 197,004
Change-197,004 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 168,696
Change-168,696 (-100%)
Value$0 (-$12.0M)
Filed 2026-10-27
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 106,298
Change-106,298 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-16
Regency Capital Management Inc.\DE
CLOSED
Shares0 from 103,708
Change-103,708 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 38,384
Change-38,384 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Halter Ferguson Financial Inc.
CLOSED
Shares0 from 17,953
Change-17,953 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Cambiar Investors LLC
CLOSED
Shares0 from 11,727
Change-11,727 (-100%)
Value$0 (-$835.5K)
Filed 2026-11-04
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 10,587
Change-10,587 (-100%)
Value$0 (-$754.3K)
Filed 2026-11-02
Edgestream Partners, L.P.
CLOSED
Shares0 from 10,262
Change-10,262 (-100%)
Value$0 (-$731.2K)
Filed 2026-11-10
KPP Advisory Services LLC
CLOSED
Shares0 from 9,489
Change-9,489 (-100%)
Value$0 (-$676.1K)
Filed 2026-10-26
B&D White Capital Company, LLC
CLOSED
Shares0 from 7,417
Change-7,417 (-100%)
Value$0 (-$528.5K)
Filed 2026-11-02
Tribridge Partners Financial LLC
CLOSED
Shares0 from 5,255
Change-5,255 (-100%)
Value$0 (-$367.9K)
Filed 2026-11-09
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 4,328
Change-4,328 (-100%)
Value$0 (-$308.4K)
Filed 2026-10-26
TritonPoint Partners, LLC
CLOSED
Shares0 from 4,122
Change-4,122 (-100%)
Value$0 (-$293.7K)
Filed 2026-11-05
North Capital, Inc.
CLOSED
Shares0 from 4,067
Change-4,067 (-100%)
Value$0 (-$289.8K)
Filed 2026-10-16
Councilor Wealth, LLC
CLOSED
Shares0 from 4,046
Change-4,046 (-100%)
Value$0 (-$288.3K)
Filed 2026-10-09
Tactive Advisors, LLC
CLOSED
Shares0 from 3,856
Change-3,856 (-100%)
Value$0 (-$274.7K)
Filed 2026-10-08
Clearview Wealth Management LLC
CLOSED
Shares0 from 3,850
Change-3,850 (-100%)
Value$0 (-$274.3K)
Filed 2026-10-16
ProVise Management Group, LLC
CLOSED
Shares0 from 3,674
Change-3,674 (-100%)
Value$0 (-$261.8K)
Filed 2026-11-06
Seek First Inc.
CLOSED
Shares0 from 3,594
Change-3,594 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-27
Central Valley Advisors, LLC
CLOSED
Shares0 from 3,496
Change-3,496 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-27
Norden Group LLC
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-20
Core Wealth Management, Inc.
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-22
Triton Wealth Management, Pllc
CLOSED
Shares0 from 3,255
Change-3,255 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-04
RIA Advisory Group LLC
CLOSED
Shares0 from 3,125
Change-3,125 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-15
Bingham Private Wealth, LLC
CLOSED
Shares0 from 3,099
Change-3,099 (-100%)
Value$0 (-$220.8K)
Filed 2026-11-05
Seneca Financial Advisors LLC
CLOSED
Shares0 from 3,075
Change-3,075 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-28
Golden Reserve Retirement LLC
CLOSED
Shares0 from 3,063
Change-3,063 (-100%)
Value$0 (-$218.2K)
Filed 2026-11-02
Greenfield Savings Bank
CLOSED
Shares0 from 2,932
Change-2,932 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-07
Cascade Wealth Advisors, Inc
CLOSED
Shares0 from 2,901
Change-2,901 (-100%)
Value$0 (-$211.5K)
Filed 2026-11-09
Park Capital Management, LLC / WI
CLOSED
Shares0 from 2,866
Change-2,866 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Perryman Financial Advisory Inc
CLOSED
Shares0 from 2,838
Change-2,838 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-16
Howard Wealth Management, LLC
CLOSED
Shares0 from 2,826
Change-2,826 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-28
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 1,215
Change-1,215 (-100%)
Value$0 (-$86.6K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 1,107
Change-1,107 (-100%)
Value$0 (-$78.9K)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$40.4K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 567
Change-567 (-100%)
Value$0 (-$35)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$38.5K)
Filed 2026-10-15
Swiss RE LTD
CLOSED
Shares0 from 431
Change-431 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-26
Spurstone Advisory Services, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$422)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.9M (+$646.0K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 201,617,733
Change-201,617,733 (-100%)
Value—
Betterment LLC
N/A
Shares— from 138,727,174
Change-138,727,174 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,111,242
Change-88,111,242 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 73,490,701
Change-73,490,701 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 66,823,471
Change-66,823,471 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,998,723
Change-57,998,723 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 56,820,243
Change-56,820,243 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 53,763,923
Change-53,763,923 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 46,391,963
Change-46,391,963 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,068,072
Change-37,068,072 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 36,559,773
Change-36,559,773 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,653,334
Change-31,653,334 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,895,904
Change-30,895,904 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,587,929
Change-30,587,929 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 24,855,847
Change-24,855,847 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,461,369
Change-22,461,369 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,440,111
Change-21,440,111 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,202,907
Change-21,202,907 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,266,641
Change-20,266,641 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,278,745
Change-16,278,745 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 15,979,954
Change-15,979,954 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,957,899
Change-15,957,899 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 15,745,161
Change-15,745,161 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,662,182
Change-15,662,182 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,510,513
Change-15,510,513 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,098,458
Change-15,098,458 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,918,550
Change-11,918,550 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,957,948
Change-10,957,948 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,246,137
Change-10,246,137 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 9,431,210
Change-9,431,210 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,151,096
Change-9,151,096 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,107,726
Change-9,107,726 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,382,284
Change-8,382,284 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,337,316
Change-8,337,316 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,149,716
Change-8,149,716 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,426,228
Change-7,426,228 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,043,460
Change-7,043,460 (-100%)
Value—
WIT, LLC
N/A
Shares— from 6,727,096
Change-6,727,096 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,253,672
Change-6,253,672 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,036,446
Change-6,036,446 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,925,426
Change-5,925,426 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,618,163
Change-5,618,163 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,486,055
Change-5,486,055 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,066,216
Change-5,066,216 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,015,310
Change-5,015,310 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,923,744
Change-4,923,744 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,871,595
Change-4,871,595 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,837,702
Change-4,837,702 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,756,065
Change-4,756,065 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 4,566,227
Change-4,566,227 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,460,771
Change-4,460,771 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,372,783
Change-4,372,783 (-100%)
Value—
Nepc LLC
N/A
Shares— from 4,298,995
Change-4,298,995 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,291,023
Change-4,291,023 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,082,103
Change-4,082,103 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 3,979,237
Change-3,979,237 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,583,905
Change-3,583,905 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,191,494
Change-3,191,494 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,188,877
Change-3,188,877 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,859,219
Change-2,859,219 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,716,005
Change-2,716,005 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,645,660
Change-2,645,660 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,472,701
Change-2,472,701 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 2,462,855
Change-2,462,855 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,413,619
Change-2,413,619 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,406,484
Change-2,406,484 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,371,391
Change-2,371,391 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,363,407
Change-2,363,407 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,344,738
Change-2,344,738 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,337,029
Change-2,337,029 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,324,023
Change-2,324,023 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,275,906
Change-2,275,906 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,256,989
Change-2,256,989 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 2,244,326
Change-2,244,326 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,206,221
Change-2,206,221 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 2,090,711
Change-2,090,711 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,920,532
Change-1,920,532 (-100%)
Value—
&partners
N/A
Shares— from 1,916,431
Change-1,916,431 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,899,607
Change-1,899,607 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,798,331
Change-1,798,331 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,735,215
Change-1,735,215 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,689,996
Change-1,689,996 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,670,862
Change-1,670,862 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,608,770
Change-1,608,770 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,590,523
Change-1,590,523 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,546,237
Change-1,546,237 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,507,164
Change-1,507,164 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,480,458
Change-1,480,458 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,441,430
Change-1,441,430 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,397,237
Change-1,397,237 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,347,312
Change-1,347,312 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 1,325,001
Change-1,325,001 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,321,242
Change-1,321,242 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,250,803
Change-1,250,803 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,239,039
Change-1,239,039 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,219,655
Change-1,219,655 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,188,926
Change-1,188,926 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,186,398
Change-1,186,398 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,171,878
Change-1,171,878 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 1,131,440
Change-1,131,440 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,119,310
Change-1,119,310 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,110,314
Change-1,110,314 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,034,721
Change-1,034,721 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,031,472
Change-1,031,472 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,008,618
Change-1,008,618 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 966,922
Change-966,922 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 961,454
Change-961,454 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 959,904
Change-959,904 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 943,131
Change-943,131 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 937,201
Change-937,201 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 926,704
Change-926,704 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 924,776
Change-924,776 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 911,024
Change-911,024 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 900,609
Change-900,609 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 878,870
Change-878,870 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 864,110
Change-864,110 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 863,323
Change-863,323 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 846,669
Change-846,669 (-100%)
Value—
Inherent Management Corp.
N/A
Shares— from 846,437
Change-846,437 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 844,316
Change-844,316 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 835,676
Change-835,676 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 825,723
Change-825,723 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 808,390
Change-808,390 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 803,226
Change-803,226 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 803,015
Change-803,015 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 792,345
Change-792,345 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 785,715
Change-785,715 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 768,881
Change-768,881 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 748,200
Change-748,200 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 744,441
Change-744,441 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 743,059
Change-743,059 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 721,836
Change-721,836 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 706,718
Change-706,718 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 690,345
Change-690,345 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 687,056
Change-687,056 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 682,243
Change-682,243 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 675,379
Change-675,379 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 667,483
Change-667,483 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 662,889
Change-662,889 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 660,508
Change-660,508 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 655,790
Change-655,790 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 651,601
Change-651,601 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 647,439
Change-647,439 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 640,478
Change-640,478 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 637,314
Change-637,314 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 636,809
Change-636,809 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 634,911
Change-634,911 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 634,862
Change-634,862 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 632,387
Change-632,387 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 625,958
Change-625,958 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 619,357
Change-619,357 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 619,038
Change-619,038 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 618,971
Change-618,971 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 616,372
Change-616,372 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 615,440
Change-615,440 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 611,154
Change-611,154 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 607,015
Change-607,015 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 599,843
Change-599,843 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 597,337
Change-597,337 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 586,087
Change-586,087 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 578,734
Change-578,734 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 571,191
Change-571,191 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 564,827
Change-564,827 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 553,981
Change-553,981 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 551,337
Change-551,337 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 548,929
Change-548,929 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 545,234
Change-545,234 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 540,385
Change-540,385 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 538,283
Change-538,283 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 534,696
Change-534,696 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 533,340
Change-533,340 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 532,351
Change-532,351 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 526,426
Change-526,426 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 525,600
Change-525,600 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 525,414
Change-525,414 (-100%)
Value—
Stephens Inc
N/A
Shares— from 510,238
Change-510,238 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 498,983
Change-498,983 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 495,812
Change-495,812 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 495,560
Change-495,560 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 482,526
Change-482,526 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 467,923
Change-467,923 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 463,206
Change-463,206 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 457,396
Change-457,396 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 453,208
Change-453,208 (-100%)
Value—
American Trust
N/A
Shares— from 451,981
Change-451,981 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 450,130
Change-450,130 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 442,574
Change-442,574 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 440,370
Change-440,370 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 437,774
Change-437,774 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 435,092
Change-435,092 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 433,363
Change-433,363 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 428,798
Change-428,798 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 427,314
Change-427,314 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 427,105
Change-427,105 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 425,817
Change-425,817 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 421,536
Change-421,536 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 420,185
Change-420,185 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 418,911
Change-418,911 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 404,761
Change-404,761 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 403,062
Change-403,062 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 395,185
Change-395,185 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 391,609
Change-391,609 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 381,818
Change-381,818 (-100%)
Value—
Simmons Bank
N/A
Shares— from 376,964
Change-376,964 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 376,910
Change-376,910 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 371,060
Change-371,060 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 367,542
Change-367,542 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 366,465
Change-366,465 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 365,183
Change-365,183 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 357,083
Change-357,083 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 355,550
Change-355,550 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 351,380
Change-351,380 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 347,637
Change-347,637 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 345,012
Change-345,012 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 341,708
Change-341,708 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 339,367
Change-339,367 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 335,605
Change-335,605 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 335,574
Change-335,574 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 331,457
Change-331,457 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 331,101
Change-331,101 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 328,675
Change-328,675 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 325,631
Change-325,631 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 324,922
Change-324,922 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 320,883
Change-320,883 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 319,617
Change-319,617 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 315,638
Change-315,638 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 314,123
Change-314,123 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 308,894
Change-308,894 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 307,522
Change-307,522 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 306,567
Change-306,567 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 305,851
Change-305,851 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 298,504
Change-298,504 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 296,857
Change-296,857 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 296,208
Change-296,208 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 294,443
Change-294,443 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 294,405
Change-294,405 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 292,015
Change-292,015 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 290,931
Change-290,931 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 289,029
Change-289,029 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 277,047
Change-277,047 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 275,711
Change-275,711 (-100%)
Value—
Friends of the Cornell LAB of Ornithology, Inc.
N/A
Shares— from 273,651
Change-273,651 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 273,246
Change-273,246 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 272,829
Change-272,829 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 271,691
Change-271,691 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 268,808
Change-268,808 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 267,585
Change-267,585 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 265,553
Change-265,553 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 262,127
Change-262,127 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 260,383
Change-260,383 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 259,612
Change-259,612 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 255,515
Change-255,515 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 251,962
Change-251,962 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 247,963
Change-247,963 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 243,750
Change-243,750 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 243,657
Change-243,657 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 234,679
Change-234,679 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 234,089
Change-234,089 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 234,045
Change-234,045 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 232,243
Change-232,243 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 228,443
Change-228,443 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 228,160
Change-228,160 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 226,494
Change-226,494 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 226,374
Change-226,374 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 225,486
Change-225,486 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 219,127
Change-219,127 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 218,465
Change-218,465 (-100%)
Value—
FCA Corp
N/A
Shares— from 217,915
Change-217,915 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 215,798
Change-215,798 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 212,133
Change-212,133 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 211,941
Change-211,941 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 209,256
Change-209,256 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 209,011
Change-209,011 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 207,889
Change-207,889 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 206,402
Change-206,402 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 206,301
Change-206,301 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 206,300
Change-206,300 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 204,646
Change-204,646 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 204,520
Change-204,520 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 202,975
Change-202,975 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 198,842
Change-198,842 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 196,436
Change-196,436 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 191,851
Change-191,851 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 190,340
Change-190,340 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 190,161
Change-190,161 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 189,403
Change-189,403 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 189,205
Change-189,205 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 186,224
Change-186,224 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 185,000
Change-185,000 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 184,930
Change-184,930 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 184,673
Change-184,673 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 184,134
Change-184,134 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 182,042
Change-182,042 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 181,699
Change-181,699 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 181,076
Change-181,076 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 180,917
Change-180,917 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 177,973
Change-177,973 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 177,861
Change-177,861 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 176,154
Change-176,154 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 173,045
Change-173,045 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 172,820
Change-172,820 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 172,618
Change-172,618 (-100%)
Value—
Invst, LLC
N/A
Shares— from 172,171
Change-172,171 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 171,709
Change-171,709 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 170,727
Change-170,727 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 169,197
Change-169,197 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 167,699
Change-167,699 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 167,051
Change-167,051 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 165,606
Change-165,606 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 161,947
Change-161,947 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 161,295
Change-161,295 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 159,796
Change-159,796 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 158,654
Change-158,654 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 158,160
Change-158,160 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 157,483
Change-157,483 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 157,079
Change-157,079 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 156,941
Change-156,941 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 156,504
Change-156,504 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 156,405
Change-156,405 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 153,087
Change-153,087 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 149,017
Change-149,017 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 147,219
Change-147,219 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 146,150
Change-146,150 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 145,799
Change-145,799 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 145,138
Change-145,138 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 144,751
Change-144,751 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 143,957
Change-143,957 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 142,371
Change-142,371 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 141,696
Change-141,696 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 141,696
Change-141,696 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 141,334
Change-141,334 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 140,923
Change-140,923 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 140,869
Change-140,869 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 140,046
Change-140,046 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 139,535
Change-139,535 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 135,752
Change-135,752 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 135,731
Change-135,731 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 135,253
Change-135,253 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 135,102
Change-135,102 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 134,097
Change-134,097 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 133,661
Change-133,661 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 131,646
Change-131,646 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 130,018
Change-130,018 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 127,303
Change-127,303 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 126,873
Change-126,873 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 126,023
Change-126,023 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 125,905
Change-125,905 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 125,786
Change-125,786 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 125,658
Change-125,658 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 124,759
Change-124,759 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 123,861
Change-123,861 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 122,355
Change-122,355 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 122,355
Change-122,355 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 120,355
Change-120,355 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 119,882
Change-119,882 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 117,852
Change-117,852 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 117,471
Change-117,471 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 117,102
Change-117,102 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 116,694
Change-116,694 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 114,219
Change-114,219 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 114,179
Change-114,179 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 113,781
Change-113,781 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 113,061
Change-113,061 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 112,709
Change-112,709 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 112,261
Change-112,261 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 110,345
Change-110,345 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 110,196
Change-110,196 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 109,075
Change-109,075 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 108,344
Change-108,344 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 107,880
Change-107,880 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 107,785
Change-107,785 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 106,443
Change-106,443 (-100%)
Value—
Capital International Investors
N/A
Shares— from 104,073
Change-104,073 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 101,163
Change-101,163 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 100,334
Change-100,334 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 100,300
Change-100,300 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 98,688
Change-98,688 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 98,267
Change-98,267 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 97,928
Change-97,928 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 95,175
Change-95,175 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 95,127
Change-95,127 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 92,853
Change-92,853 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 91,372
Change-91,372 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 90,579
Change-90,579 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 90,291
Change-90,291 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 87,136
Change-87,136 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 86,863
Change-86,863 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 86,785
Change-86,785 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 85,593
Change-85,593 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 85,512
Change-85,512 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 84,851
Change-84,851 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 84,138
Change-84,138 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 82,082
Change-82,082 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 81,981
Change-81,981 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 81,285
Change-81,285 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 80,572
Change-80,572 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 80,243
Change-80,243 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 80,147
Change-80,147 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 79,593
Change-79,593 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 78,384
Change-78,384 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 77,683
Change-77,683 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 77,438
Change-77,438 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 77,145
Change-77,145 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 77,043
Change-77,043 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 77,028
Change-77,028 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 76,890
Change-76,890 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 76,352
Change-76,352 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 75,986
Change-75,986 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 75,980
Change-75,980 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 74,223
Change-74,223 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 71,983
Change-71,983 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 71,467
Change-71,467 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 70,960
Change-70,960 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 70,162
Change-70,162 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 67,778
Change-67,778 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 67,657
Change-67,657 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 67,228
Change-67,228 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 66,175
Change-66,175 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 65,799
Change-65,799 (-100%)
Value—
Calydon Capital
N/A
Shares— from 64,628
Change-64,628 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 64,217
Change-64,217 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 64,168
Change-64,168 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 63,458
Change-63,458 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 63,097
Change-63,097 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 63,012
Change-63,012 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 62,586
Change-62,586 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 62,227
Change-62,227 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 62,138
Change-62,138 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 61,749
Change-61,749 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 60,192
Change-60,192 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 59,247
Change-59,247 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 58,712
Change-58,712 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 58,695
Change-58,695 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 58,340
Change-58,340 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 58,252
Change-58,252 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 57,176
Change-57,176 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 57,151
Change-57,151 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 57,114
Change-57,114 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 56,551
Change-56,551 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 56,404
Change-56,404 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 56,046
Change-56,046 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 54,980
Change-54,980 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 54,911
Change-54,911 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 54,804
Change-54,804 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 54,192
Change-54,192 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 52,892
Change-52,892 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 52,781
Change-52,781 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 51,751
Change-51,751 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 51,215
Change-51,215 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 51,172
Change-51,172 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 50,802
Change-50,802 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 50,724
Change-50,724 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 50,230
Change-50,230 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 49,864
Change-49,864 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 49,557
Change-49,557 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 48,689
Change-48,689 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 48,636
Change-48,636 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 48,354
Change-48,354 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 48,293
Change-48,293 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 47,559
Change-47,559 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 47,396
Change-47,396 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 46,785
Change-46,785 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 46,612
Change-46,612 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 46,366
Change-46,366 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 45,823
Change-45,823 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 45,525
Change-45,525 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 45,475
Change-45,475 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 45,281
Change-45,281 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 44,167
Change-44,167 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 43,850
Change-43,850 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 43,552
Change-43,552 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 43,479
Change-43,479 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 43,109
Change-43,109 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 43,082
Change-43,082 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 42,566
Change-42,566 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 42,509
Change-42,509 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 42,245
Change-42,245 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 42,172
Change-42,172 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 42,025
Change-42,025 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 41,676
Change-41,676 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 41,672
Change-41,672 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 41,302
Change-41,302 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 41,034
Change-41,034 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 40,722
Change-40,722 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 39,655
Change-39,655 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 39,279
Change-39,279 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 39,004
Change-39,004 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 38,939
Change-38,939 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 38,750
Change-38,750 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 38,675
Change-38,675 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 38,250
Change-38,250 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 38,139
Change-38,139 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 38,109
Change-38,109 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 37,655
Change-37,655 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 37,590
Change-37,590 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 37,297
Change-37,297 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 36,565
Change-36,565 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 35,722
Change-35,722 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 35,344
Change-35,344 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 35,179
Change-35,179 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 34,673
Change-34,673 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 34,355
Change-34,355 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 33,757
Change-33,757 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 33,691
Change-33,691 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 33,550
Change-33,550 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 33,442
Change-33,442 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 33,180
Change-33,180 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 32,311
Change-32,311 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 32,188
Change-32,188 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 32,045
Change-32,045 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 32,024
Change-32,024 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 31,991
Change-31,991 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 31,814
Change-31,814 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 31,403
Change-31,403 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 31,364
Change-31,364 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 31,356
Change-31,356 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 31,060
Change-31,060 (-100%)
Value—
Arizona Psprs Trust
N/A
Shares— from 30,933
Change-30,933 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 30,020
Change-30,020 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 29,878
Change-29,878 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 29,602
Change-29,602 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 29,242
Change-29,242 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 29,026
Change-29,026 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 28,631
Change-28,631 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 28,477
Change-28,477 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 28,361
Change-28,361 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 28,107
Change-28,107 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 28,097
Change-28,097 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 27,896
Change-27,896 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 27,888
Change-27,888 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 27,863
Change-27,863 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 27,857
Change-27,857 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 27,566
Change-27,566 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 27,443
Change-27,443 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 27,416
Change-27,416 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 27,346
Change-27,346 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 27,108
Change-27,108 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 26,843
Change-26,843 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 26,755
Change-26,755 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 26,715
Change-26,715 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 26,689
Change-26,689 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 26,419
Change-26,419 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,335
Change-26,335 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 26,229
Change-26,229 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 26,134
Change-26,134 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 26,075
Change-26,075 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 25,907
Change-25,907 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 25,554
Change-25,554 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 25,134
Change-25,134 (-100%)
Value—
EWA, LLC
N/A
Shares— from 25,073
Change-25,073 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 24,959
Change-24,959 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 24,895
Change-24,895 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 24,652
Change-24,652 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 24,548
Change-24,548 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 24,469
Change-24,469 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 24,268
Change-24,268 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 23,814
Change-23,814 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 23,766
Change-23,766 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 23,758
Change-23,758 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 23,545
Change-23,545 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 23,535
Change-23,535 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 23,293
Change-23,293 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 23,128
Change-23,128 (-100%)
Value—
Main Management LLC
N/A
Shares— from 23,074
Change-23,074 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 23,003
Change-23,003 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 22,864
Change-22,864 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 22,763
Change-22,763 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 22,322
Change-22,322 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 22,210
Change-22,210 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 21,858
Change-21,858 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 21,848
Change-21,848 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,845
Change-21,845 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 21,741
Change-21,741 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 21,578
Change-21,578 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 21,507
Change-21,507 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 21,479
Change-21,479 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 21,474
Change-21,474 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 21,434
Change-21,434 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 21,201
Change-21,201 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 21,152
Change-21,152 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 21,051
Change-21,051 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 20,994
Change-20,994 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,827
Change-20,827 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 20,518
Change-20,518 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 20,447
Change-20,447 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,853
Change-19,853 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 19,844
Change-19,844 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 19,730
Change-19,730 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 19,527
Change-19,527 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 19,498
Change-19,498 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 19,371
Change-19,371 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 19,307
Change-19,307 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 19,292
Change-19,292 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 19,154
Change-19,154 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 19,133
Change-19,133 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 18,713
Change-18,713 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 18,707
Change-18,707 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 18,619
Change-18,619 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 17,988
Change-17,988 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 17,901
Change-17,901 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 17,898
Change-17,898 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,569
Change-17,569 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 17,567
Change-17,567 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,474
Change-17,474 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 17,435
Change-17,435 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,063
Change-17,063 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 17,056
Change-17,056 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 17,052
Change-17,052 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 16,929
Change-16,929 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,694
Change-16,694 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 16,166
Change-16,166 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 16,023
Change-16,023 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 16,009
Change-16,009 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 15,158
Change-15,158 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 14,757
Change-14,757 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 14,391
Change-14,391 (-100%)
Value—
Bank of Marin
N/A
Shares— from 14,254
Change-14,254 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 13,854
Change-13,854 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 13,707
Change-13,707 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,517
Change-13,517 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,398
Change-13,398 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 13,356
Change-13,356 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 13,286
Change-13,286 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 12,651
Change-12,651 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 12,637
Change-12,637 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,578
Change-12,578 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 12,561
Change-12,561 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 12,557
Change-12,557 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 11,792
Change-11,792 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,395
Change-11,395 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 11,167
Change-11,167 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,873
Change-10,873 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 10,241
Change-10,241 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 10,110
Change-10,110 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,988
Change-9,988 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 8,893
Change-8,893 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 8,869
Change-8,869 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 8,724
Change-8,724 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 8,708
Change-8,708 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 7,545
Change-7,545 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 7,441
Change-7,441 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 7,022
Change-7,022 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 6,743
Change-6,743 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,698
Change-6,698 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
S&CO Inc
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 5,831
Change-5,831 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,543
Change-5,543 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Creekmur Asset Management LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Ames National Corp
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 939
Change-939 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 884
Change-884 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 793
Change-793 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 648
Change-648 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 560
Change-560 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 482
Change-482 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 478
Change-478 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 386
Change-386 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 293
Change-293 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 279
Change-279 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 175
Change-175 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 91
Change-91 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED114,512,971116,981,979-2,469,008-2%$8.3B$8.1B-$249.2M2026-11-02
Wealthfront Advisers LLC
INCREASED58,354,00558,220,511+133,494+0%$4.1B$4.1B-$27.8M2026-11-09
WealthNavi Inc.
INCREASED50,415,58449,483,539+932,045+2%$3.5B$3.6M-$3.5B2026-10-27
LPL Financial LLC
INCREASED29,064,27028,400,304+663,966+2%$2.0B$2.1B+$28.7M2026-11-06
Facet Wealth, Inc.
INCREASED18,188,89715,511,173+2,677,724+17%$1.1B$1.3B+$179.1M2026-11-04
Commonwealth Equity Services, LLC
DECREASED16,271,81116,668,145-396,334-2%$1.2B$1.1B-$38.7M2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED13,084,08813,000,607+83,481+1%$926.3M$923.9M-$2.4M2026-10-30
Bank of New York Mellon Corp
DECREASED12,788,71912,907,577-118,858-1%$919.7M$903.0M-$16.7M2026-11-05
Valmark Advisers, Inc.
INCREASED12,351,25412,125,742+225,512+2%$864.0M$872.1M+$8.2M2026-11-06
HighTower Advisors, LLC
INCREASED11,835,61711,632,063+203,554+2%$828.8M$835.7M+$6.9M2026-11-10
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED11,564,90311,054,365+510,538+5%$787.6M$816.6M+$29.0M2026-10-14
US Bancorp \de\
DECREASED10,267,93210,411,578-143,646-1%$741.8M$725.0M-$16.8M2026-11-05
Regions Financial Corp
INCREASED9,214,3699,030,217+184,152+2%$643.4M$650.6M+$7.2M2026-11-05
PNC Financial Services Group, Inc.
INCREASED8,828,6128,817,419+11,193+0%$628.2M$623.4M-$4.9M2026-11-06
Fisher Asset Management, LLC
DECREASED8,628,2519,551,551-923,300-10%$680.5M$609.2M-$71.3M2026-11-06
HBK Sorce Advisory LLC
INCREASED7,945,1247,886,050+59,074+1%$570.6M$541.8M-$28.8M2026-11-06
Country Trust Bank
DECREASED7,593,7017,598,857-5,1560%$541.4M$536.2M-$5.2M2026-10-30
Truist Financial Corp
INCREASED6,257,6624,234,171+2,023,491+48%$301.7M$441.9M+$140.2M2026-10-30
Assetmark, Inc
INCREASED5,830,7345,747,711+83,023+1%$409.5M$411.7M+$2.2M2026-10-21
Wedmont Private Capital
INCREASED5,824,6385,272,522+552,116+10%$374.3M$406.9M+$32.6M2026-10-09
Keybank National Association
DECREASED5,520,1846,188,985-668,801-11%$441.0M$389.8M-$51.2M2026-11-04
Modera Wealth Management, LLC
DECREASED5,177,0805,257,397-80,317-2%$374.6M$365.6M-$9.0M2026-10-28
Savant Capital, LLC
DECREASED5,086,4328,233,142-3,146,710-38%$559.9M$359.2M-$200.8M2026-11-06
Fifth Third Bancorp
DECREASED5,047,1135,088,641-41,528-1%$362.6M$356.4M-$6.2M2026-11-05
Bridges Investment Management Inc
INCREASED4,584,2794,453,914+130,365+3%$317.3M$323.7M+$6.4M2026-11-10
Vantagepoint Investment Advisers LLC
DECREASED4,559,7924,609,141-49,349-1%$328.4M$322.0M-$6.4M2026-10-26
TFO Wealth Partners, LLC
DECREASED4,205,3624,233,276-27,914-1%$301.6M$296.9M-$4.7M2026-11-09
Farther Finance Advisors, LLC
INCREASED4,071,0993,516,435+554,664+16%$250.5M$287.5M+$36.9M2026-10-08
Wilmington Savings Fund Society, FSB
DECREASED3,893,9963,999,723-105,727-3%$285.0M$275.0M-$10.0M2026-10-23
Farmers & Merchants Investments Inc
INCREASED3,838,5483,755,844+82,704+2%$267.6M$271.0M+$3.4M2026-10-22
TD Waterhouse Canada Inc.
INCREASED3,735,8543,603,602+132,252+4%$253.8M$262.9M+$9.1M2026-10-16
Johnson Financial Group, LLC
INCREASED3,715,8903,379,862+336,028+10%$240.8M$262.4M+$21.6M2026-11-03
D.A. Davidson & Co.
INCREASED3,655,8083,530,275+125,533+4%$251.5M$258.1M+$6.6M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED3,654,1574,013,947-359,790-9%$286.0M$258.0K-$285.7M2026-11-02
BLB&B Advisors, LLC
INCREASED3,646,5663,576,217+70,349+2%$254.8M$257.5M+$2.7M2026-10-27
Linscomb Wealth, Inc.
DECREASED3,626,4433,728,468-102,025-3%$265.7M$256.1M-$9.6M2026-11-05
Coldstream Capital Management Inc
INCREASED3,476,4593,235,751+240,708+7%$230.5M$245.5M+$14.9M2026-11-09
Robertson Stephens Wealth Management, LLC
INCREASED3,139,5822,917,758+221,824+8%$207.9M$221.7M+$13.8M2026-10-16
Bank of Montreal
INCREASED3,137,8193,097,927+39,892+1%$220.7M$221.6M+$834.1K2026-11-09
Tanglewood Wealth Management, Inc.
INCREASED2,984,4922,953,730+30,762+1%$210.5M$210.7M+$281.7K2026-10-23
Freestone Capital Holdings, LLC
INCREASED2,963,7822,926,097+37,685+1%$208.5M$209.3M+$788.1K2026-11-09
Foster Group, Inc.
INCREASED2,909,5842,884,528+25,056+1%$205.5M$205.4M-$76.9K2026-10-13
Clark Asset Management, LLC
INCREASED2,878,2322,720,053+158,179+6%$193.8M$203.2M+$9.4M2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED2,670,3222,358,435+311,887+13%$166.6M$185.9M+$19.3M2026-10-13
Lincoln National Corp
INCREASED2,651,2192,629,796+21,423+1%$187.4M$187.2M-$170.4K2026-11-09
SBI Okasan Asset Management Co.Ltd.
INCREASED2,591,4511,910,931+680,520+36%$135.5M$184.5M+$48.9M2026-11-10
Eastern Bank
INCREASED2,575,2552,554,511+20,744+1%$182.0M$181.8M-$170.2K2026-10-05
Oakworth Capital, Inc.
INCREASED2,410,2202,400,305+9,915+0%$170.1M$170.2M+$82.0K2026-10-26
Plante Moran Financial Advisors, LLC
INCREASED2,402,9352,363,851+39,084+2%$168.4M$169.7M+$1.2M2026-11-04
Old National Bancorp
INCREASED2,384,2182,314,212+70,006+3%$164.9M$168.3M+$3.5M2026-10-20
Sigma Investment Counselors Inc
INCREASED2,347,3482,246,838+100,510+4%$160.1M$165.7M+$5.7M2026-10-27
Citizens Financial Group Inc
INCREASED2,267,1332,146,728+120,405+6%$153.0M$160.1M+$7.1M2026-10-23
Henshaw Capital LLC
NEW2,266,422—+2,266,422——$160.0M—2026-11-03
Steele Capital Management, Inc.
DECREASED2,218,4092,224,154-5,7450%$158.5M$156.6M-$1.8M2026-11-02
Acropolis Investment Management, LLC
DECREASED2,212,5422,774,023-561,481-20%$197.6M$156.2M-$41.4M2026-10-08
First Financial Bankshares Inc
DECREASED2,094,4872,106,653-12,166-1%$150.1M$147.9M-$2.2M2026-11-10
Fusion Family Wealth, LLC
INCREASED2,072,8791,954,410+118,469+6%$139.3M$146.4M+$7.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED1,978,4421,138,865+839,577+74%$81.1M$139.5K-$81.0M2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED1,947,6901,903,904+43,786+2%$135.7M$137.5M+$1.9M2026-10-22
Midwest Trust Co
INCREASED1,840,4381,775,418+65,020+4%$126.5M$130.0M+$3.5M2026-10-22
Central Trust Co
INCREASED1,807,8411,687,906+119,935+7%$120.3M$127.7M+$7.4M2026-11-05
Kestra Advisory Services, LLC
INCREASED1,793,9871,502,910+291,077+19%$107.1M$126.7M+$19.6M2026-11-02
PDS Planning, Inc
INCREASED1,790,9101,779,207+11,703+1%$126.8M$126.5M-$312.4K2026-11-03
Citigroup Inc
DECREASED1,785,4791,804,841-19,362-1%$128.6M$126.1M-$2.5M2026-11-04
Allen Investment Management, LLC
INCREASED1,778,4981,715,180+63,318+4%$122.2M$125.6M+$3.4M2026-11-03
DT Investment Partners, LLC
INCREASED1,756,4361,715,376+41,060+2%$122.2M$124.0M+$1.8M2026-10-27
AGF Management LTD
DECREASED1,705,3921,729,995-24,603-1%$123.3M$120.4M-$2.8M2026-11-03
Rebalance, LLC
INCREASED1,674,8771,661,823+13,054+1%$118.4M$118.3M-$141.8K2026-10-22
Woodmont Investment Counsel LLC
INCREASED1,608,8411,570,715+38,126+2%$111.9M$113.6M+$1.7M2026-10-29
Apella Capital, LLC
DECREASED1,607,2471,717,714-110,467-6%$121.6M$112.9M-$8.7M2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,598,7551,480,541+118,214+8%$105.5M$112.9M+$7.4M2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED1,593,8611,555,850+38,011+2%$110.9M$112.5M+$1.7M2026-11-04
Arbor Investment Advisors, LLC
INCREASED1,503,7101,462,274+41,436+3%$104.2M$106.2M+$2.0M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED1,482,9651,524,095-41,130-3%$108.6M$104.7M-$3.9M2026-10-05
Choreo, LLC
INCREASED1,436,0121,334,367+101,645+8%$95.1M$101.4M+$6.3M2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED1,408,0151,355,730+52,285+4%$96.6M$99.4M+$2.8M2026-11-03
Patriot Investment Management Group, Inc.
INCREASED1,395,7471,394,427+1,320+0%$99.4M$98.6M-$799.2K2026-10-15
Simon Quick Advisors, LLC
INCREASED1,347,6431,153,049+194,594+17%$82.2M$95.2M+$13.0M2026-10-26
Sofi Wealth, LLC
INCREASED1,318,3511,254,919+63,432+5%$89.4M$93.1M+$3.7M2026-10-27
Klingman & Associates, LLC
INCREASED1,299,9661,245,724+54,242+4%$88.8M$91.8M+$3.0M2026-10-20
Signal Advisors Wealth, LLC
INCREASED1,253,0641,136,261+116,803+10%$81.0M$88.5M+$7.5M2026-10-13
Lockheed Martin Investment Management Co
UNCHANGED1,250,0001,250,00000%$89.1M$88.3M-$800.0K2026-11-04
Wallington Asset Management, LLC
DECREASED1,242,1971,249,145-6,948-1%$89.0M$87.7M-$1.3M2026-11-04
Sageworth Trust Co
INCREASED1,231,1841,104,193+126,991+12%$78.7M$86.9M+$8.3M2026-10-30
Exchange Traded Concepts, LLC
INCREASED1,225,7741,137,280+88,494+8%$81.0M$86.6M+$5.5M2026-10-28
Human Investing LLC
INCREASED1,224,3191,223,127+1,192+0%$87.1M$86.4M-$698.6K2026-10-19
Bessemer Group Inc
INCREASED1,217,9851,211,354+6,631+1%$86.3M$86.0K-$86.2M2026-11-09
Vise Technologies, Inc.
INCREASED1,217,5481,020,670+196,878+19%$72.7M$86.0M+$13.2M2026-10-29
Brookstone Capital Management
INCREASED1,211,2361,133,889+77,347+7%$80.8M$85.5M+$4.7M2026-10-22
Compound Planning, Inc.
INCREASED1,188,8951,134,424+54,471+5%$80.8M$83.9M+$3.1M2026-11-09
New York Life Investment Management LLC
DECREASED1,188,6891,446,949-258,260-18%$103.1M$83.9M-$19.2M2026-11-04
Connecticut Wealth Management, LLC
INCREASED1,185,2811,184,896+385+0%$84.4M$83.7M-$731.2K2026-10-13
Moody National Bank Trust Division
INCREASED1,176,5801,090,008+86,572+8%$77.7M$83.1M+$5.4M2026-10-06
Kathmere Capital Management, LLC
INCREASED1,156,0941,048,879+107,215+10%$74.7M$81.6M+$6.9M2026-10-20
Beacon Investment Advisory Services, Inc.
INCREASED1,150,1441,118,625+31,519+3%$79.7M$81.2M+$1.5M2026-10-13
Legacy Private Trust Co.
INCREASED1,148,9161,127,134+21,782+2%$80.3M$81.1M+$816.7K2026-10-06
Fort Washington Investment Advisors Inc
INCREASED1,146,817875,725+271,092+31%$62.4M$81.0M+$18.6M2026-10-15
Sepio Capital, LP
INCREASED1,145,8021,076,537+69,265+6%$76.7M$80.9M+$4.2M2026-10-22
Oakwell Private Wealth Management, LLC
INCREASED1,143,4031,062,292+81,111+8%$75.7M$80.7M+$5.0M2026-11-06
Atria Investments, Inc
DECREASED1,132,2731,138,763-6,490-1%$81.1M$79.9M-$1.2M2026-10-15
Mission Wealth Management, LP
DECREASED1,124,7611,325,531-200,770-15%$94.4M$79.4M-$15.0M2026-10-15
Vision Capital Management, Inc.
DECREASED1,124,3771,131,158-6,781-1%$80.6M$79.4M-$1.2M2026-10-20
Signaturefd, LLC
INCREASED1,102,8121,102,572+240+0%$78.6M$77.9M-$688.7K2026-10-23
WestHill Financial Advisors, Inc.
DECREASED1,091,0711,094,124-3,0530%$78.0M$77.0M-$915.8K2026-10-14
Tanager Wealth Management LLP
INCREASED1,076,1861,074,057+2,129+0%$76.5M$76.0M-$537.1K2026-10-19
Trilogy Capital Inc.
INCREASED1,061,4761,046,829+14,647+1%$74.6M$75.0M+$364.3K2026-10-20
Kwmg, LLC
INCREASED1,057,6991,022,094+35,605+3%$72.8M$74.7M+$1.9M2026-10-07
Auto-Owners Insurance Co
UNCHANGED1,045,7501,045,75000%$74.5M$73.8M-$669.3K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,043,1601,011,182+31,978+3%$72.0M$73.7M+$1.6M2026-10-14
LVW Advisors, LLC
DECREASED1,033,2881,140,123-106,835-9%$81.2M$73.0M-$8.3M2026-10-19
Reap Financial Group, LLC
INCREASED1,028,161986,146+42,015+4%$70.3M$72.6M+$2.3M2026-11-02
Strid Group, LLC
INCREASED1,022,690969,998+52,692+5%$69.1M$72.2M+$3.1M2026-10-28
West Financial Advisors, LLC
DECREASED1,011,9081,026,448-14,540-1%$73.1M$71.5M-$1.7M2026-10-22
Charles Schwab Trust Co
INCREASED1,009,657979,852+29,805+3%$69.8M$71.3M+$1.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED1,002,291770,910+231,381+30%$54.9M$70.8M+$15.8M2026-10-16
EverSource Wealth Advisors, LLC
DECREASED995,3961,010,101-14,705-1%$72.0M$70.3M-$1.7M2026-11-04
Coyle Financial Counsel LLC
DECREASED994,7261,011,315-16,589-2%$72.1M$70.2M-$1.8M2026-10-28
Lowe Brockenbrough & Co Inc
INCREASED976,960951,649+25,311+3%$67.8M$69.0M+$1.2M2026-11-09
Arvest Investments, Inc.
INCREASED940,807936,830+3,977+0%$66.7M$66.4M-$318.8K2026-10-21
UMB Bank, n.a.
DECREASED937,044963,172-26,128-3%$68.6M$66.2M-$2.5M2026-11-06
Seaside Wealth Management, Inc.
INCREASED927,069908,819+18,250+2%$64.8M$65.5M+$706.9K2026-11-09
Gemmer Asset Management LLC
INCREASED916,034906,069+9,965+1%$64.6M$64.7M+$123.8K2026-10-16
Welch & Forbes LLC
DECREASED913,247950,233-36,986-4%$67.7M$64.5M-$3.2M2026-11-04
Grey Fox Wealth Advisors, LLC
INCREASED909,412822,286+87,126+11%$58.6M$64.2M+$5.6M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED908,798899,556+9,242+1%$64.1M$64.2M+$76.9K2026-10-27
Merit Financial Group, LLC
DECREASED897,572934,207-36,635-4%$66.6M$63.4M-$3.2M2026-11-06
Citizens Business Bank
INCREASED896,964877,904+19,060+2%$62.6M$63.3M+$783.9K2026-11-09
Brooklyn FI, LLC
INCREASED896,225756,154+140,071+19%$53.3M$63.5M+$10.2M2026-11-05
Avion Wealth
DECREASED893,151902,866-9,715-1%$64.3M$63.1K-$64.3M2026-11-04
Petredis Investment Advisors LLC
INCREASED891,361881,443+9,918+1%$62.8M$62.9M+$136.2K2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED891,342875,203+16,139+2%$62.4M$62.9M+$579.4K2026-11-04
Clearstead Advisors, LLC
DECREASED886,674955,762-69,088-7%$68.1M$62.6M-$5.5M2026-11-06
Alps Advisors Inc
DECREASED886,061931,616-45,555-5%$66.4M$62.6M-$3.8M2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED880,265869,861+10,404+1%$62.0M$62.2M+$177.9K2026-10-16
Heartwood Wealth Advisors LLC
DECREASED862,689863,734-1,0450%$61.5M$60.9M-$626.6K2026-10-05
Riverpoint Wealth Management Holdings, LLC
INCREASED861,470861,421+49+0%$61.4M$60.8M-$547.9K2026-11-09
Lido Advisors, LLC
INCREASED859,402790,889+68,513+9%$56.4M$60.7M+$4.3M2026-11-04
Tectonic Advisors LLC
INCREASED852,510827,709+24,801+3%$59.0M$60.2M+$1.2M2026-10-22
Old Mission Investment Co LLC
INCREASED850,886845,497+5,389+1%$60.2M$60.1M-$160.6K2026-10-22
Park Avenue Securities LLC
INCREASED847,119837,457+9,662+1%$59.7M$59.8K-$59.6M2026-10-26
Jacobsen Capital Management
INCREASED833,834833,132+702+0%$59.4M$58.9M-$483.6K2026-10-27
Olio Financial Planning
INCREASED832,964830,924+2,040+0%$59.2M$58.8M-$387.8K2026-10-22
Journey Advisory Group, LLC
INCREASED832,669796,992+35,677+4%$56.8M$58.8M+$2.0M2026-11-04
Keener Financial Planning LLC
INCREASED829,952824,065+5,887+1%$58.7M$58.6M-$111.1K2026-11-06
Allworth Financial LP
INCREASED825,919449,757+376,162+84%$32.0M$58.8M+$26.8M2026-11-06
Warwick Investment Management, Inc.
INCREASED822,840413,994+408,846+99%$29.5M$58.1M+$28.6M2026-10-19
Parker Financial LLC
INCREASED808,521785,493+23,028+3%$56.0M$56.9M+$923.2K2026-11-05
Trust Co
INCREASED803,966796,341+7,625+1%$56.7M$56.8M+$28.7K2026-10-09
Whitcomb & Hess, Inc.
INCREASED798,473792,120+6,353+1%$56.4M$56.4M-$58.3K2026-10-07
Noble Family Wealth, LLC
INCREASED786,141771,158+14,983+2%$54.9M$55.5M+$564.4K2026-10-26
Hanson & Doremus Investment Management
INCREASED785,092762,468+22,624+3%$54.3M$55.4K-$54.3M2026-10-16
First Bank & Trust
UNCHANGED776,743776,74300%$55.3M$54.8M-$497.1K2026-10-19
Acorn Financial Advisory Services Inc
INCREASED776,666736,827+39,839+5%$52.5M$54.8M+$2.3M2026-11-02
Nadler Financial Group, Inc.
DECREASED773,302778,567-5,265-1%$55.5M$54.6M-$870.1K2026-10-23
Partners in Financial Planning
DECREASED760,519771,756-11,237-1%$55.0M$53.7M-$1.3M2026-11-06
Rakuten Investment Management, Inc.
INCREASED752,839694,424+58,415+8%$49.2M$53.6M+$4.3M2026-10-30
Roof Eidam Maycock Peralta, LLC
INCREASED747,375745,582+1,793+0%$53.1M$52.8M-$350.5K2026-10-15
Matrix Trust Co
DECREASED743,918744,374-4560%$53.0K$52.5K-$5092026-10-07
Leavell Investment Management, Inc.
INCREASED738,933609,022+129,911+21%$43.4M$52.2M+$8.8M2026-11-09
Inlight Wealth Management, LLC
INCREASED734,774689,068+45,706+7%$49.1M$51.9M+$2.8M2026-10-21
SoundView Advisors Inc.
INCREASED731,012717,468+13,544+2%$51.1M$51.6K-$51.1M2026-11-04
Geneos Wealth Management Inc.
INCREASED730,308474,958+255,350+54%$33.8M$51.6M+$17.7M2026-11-09
Ashurst Perkins Coie Trust Co
DECREASED730,011738,394-8,383-1%$52.6M$51.5M-$1.1M2026-10-15
J.W. Cole Advisors, Inc.
INCREASED723,689703,640+20,049+3%$50.1M$51.1M+$965.3K2026-11-05
Wolff Financial Management LLC
INCREASED702,967701,967+1,000+0%$50.0M$49.6M-$378.7K2026-10-23
Founders Financial Securities LLC
INCREASED701,323687,039+14,284+2%$49.0M$49.5M+$569.0K2026-10-28
Discipline Wealth Solutions, LLC
INCREASED699,721647,837+51,884+8%$46.2M$49.4M+$3.2M2026-10-14
Relyea Zuckerberg Hanson LLC
INCREASED697,050662,188+34,862+5%$47.2M$49.2M+$2.0M2026-10-20
Nelson Capital Management, LLC
INCREASED696,263694,445+1,818+0%$49.5M$49.2M-$316.1K2026-11-09
Attessa Capital LLC
INCREASED696,154660,376+35,778+5%$47.1M$49.2M+$2.1M2026-10-09
Roble, Belko & Company, Inc
DECREASED691,774722,252-30,478-4%$51.5M$48.8K-$51.4M2026-11-09
Integris Wealth Management, LLC
INCREASED690,119623,449+66,670+11%$44.4M$48.7M+$4.3M2026-10-14
Fiera Capital Corp
INCREASED687,420506,560+180,860+36%$36.1M$48.5M+$12.4M2026-11-06
Financial Advisory Corp
DECREASED683,810688,765-4,955-1%$49.1M$48.3M-$790.7K2026-10-14
SilverOak Wealth Management LLC
INCREASED666,484621,712+44,772+7%$44.3M$47.1M+$2.8M2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED665,972508,061+157,911+31%$36.2M$47.0M+$10.8M2026-10-30
William Mack & Associates, Inc.
INCREASED664,902596,739+68,163+11%$42.5M$46.9M+$4.4M2026-10-27
Arlington Trust Co LLC
DECREASED664,736673,164-8,428-1%$48.0M$46.9M-$1.0M2026-10-20
Diversify Wealth Management, LLC
INCREASED662,830506,314+156,516+31%$35.4M$46.2M+$10.7M2026-10-20
Diversify Advisory Services, LLC
INCREASED662,830506,314+156,516+31%$35.4M$46.2M+$10.7M2026-10-20
Sage Mountain Advisors LLC
INCREASED659,763622,002+37,761+6%$44.3M$46.6M+$2.3M2026-11-02
Bokf, NA
DECREASED657,7141,190,853-533,139-45%$84.8M$46.4M-$38.4M2026-10-27
Harbour Investments, Inc.
DECREASED657,400764,009-106,609-14%$54.4M$46.4M-$8.0M2026-11-09
Avior Wealth Management, LLC
INCREASED656,975645,233+11,742+2%$45.8M$46.4M+$535.7K2026-10-13
Mesirow Financial Investment Management, Inc.
DECREASED656,969663,218-6,249-1%$47.3M$46.4M-$866.6K2026-11-05
Penobscot Wealth Management
INCREASED656,714631,743+24,971+4%$45.0M$46.4M+$1.4M2026-10-21
Wiser Wealth Management, Inc
INCREASED654,321630,260+24,061+4%$44.9M$46.2M+$1.3M2026-10-14
Galvin, Gaustad & Stein, LLC
INCREASED649,613646,109+3,504+1%$46.0M$45.9M-$166.1K2026-10-08
GP Brinson Investments LLC
DECREASED643,764777,776-134,012-17%$55.4M$45.5M-$10.0M2026-10-01
Precedent Wealth Partners, LLC
INCREASED637,303574,081+63,222+11%$40.9M$45.0M+$4.1M2026-10-21
Conrad Siegel Investment Advisors, Inc.
INCREASED626,462614,911+11,551+2%$43.8M$44.2M+$422.1K2026-10-08
Wealth Architects, LLC
DECREASED622,644672,455-49,811-7%$47.9M$44.0M-$3.9M2026-11-03
Evolution Advisers, Inc.
INCREASED620,723616,125+4,598+1%$43.9M$43.0M-$881.1K2026-11-06
Weitzel Financial Services, Inc.
INCREASED620,289614,381+5,908+1%$43.4M$44.0M+$594.6K2026-10-16
Triad Wealth Partners, LLC
INCREASED615,699271,173+344,526+127%$19.3M$43.5M+$24.2M2026-10-26
Praetorian Wealth Management, Inc.
INCREASED611,159607,698+3,461+1%$43.3M$43.2M-$144.3K2026-10-16
BAR Harbor Wealth Management
INCREASED606,340603,744+2,596+0%$43.0M$42.8M-$203.1K2026-10-21
BIP Wealth, LLC
INCREASED600,584586,010+14,574+2%$41.8M$42.4M+$654.0K2026-10-22
Valeo Financial Advisors, LLC
INCREASED598,587578,442+20,145+3%$41.2M$42.3M+$1.1M2026-10-08
Wealthcare Advisory Partners LLC
INCREASED597,541565,404+32,137+6%$40.3M$42.2M+$1.9M2026-10-21
Argent Trust Co
INCREASED591,145547,446+43,699+8%$39.0M$41.7M+$2.7M2026-11-09
Meridian Management Co
DECREASED587,707590,999-3,292-1%$42.1M$41.5M-$610.7K2026-11-06
Mascoma Wealth Management LLC
INCREASED586,155580,644+5,511+1%$41.4M$41.4M+$17.5K2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
DECREASED584,724589,493-4,769-1%$42.0M$41.3M-$714.1K2026-10-21
VestGen Advisors, LLC
DECREASED584,470598,073-13,603-2%$42.6M$41.3M-$1.3M2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED582,921531,764+51,157+10%$37.9M$41.2M+$3.3M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED574,205567,803+6,402+1%$40.5M$40.5M+$88.6K2026-11-06
Abacus Planning Group, Inc.
INCREASED570,658547,917+22,741+4%$39.0M$40.3M+$1.3M2026-11-02
Investment Partners, Ltd.
INCREASED570,397291,283+279,114+96%$20.8M$40.3M+$19.5M2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED565,376575,288-9,912-2%$41.0M$39.9M-$1.1M2026-10-08
Cambridge Advisors Inc.
INCREASED559,745556,878+2,867+1%$39.7M$39.5M-$154.0K2026-10-19
Eagle Strategies LLC
INCREASED553,936526,378+27,558+5%$37.5M$39.1M+$1.6M2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED552,539514,683+37,856+7%$36.7M$39.0M+$2.3M2026-11-05
Parallel Advisors, LLC
INCREASED549,828543,085+6,743+1%$38.7M$38.8M+$128.5K2026-11-03
Morton Brown Family Wealth, LLC
INCREASED546,999532,635+14,364+3%$38.0M$38.6M+$673.3K2026-10-23
Advocate Group LLC
INCREASED545,460529,920+15,540+3%$37.8M$38.5M+$758.1K2026-10-19
Prosperity Advisers, LLC
INCREASED536,893518,133+18,760+4%$36.9M$37.9M+$993.0K2026-10-28
Abound Wealth Management
INCREASED535,870521,591+14,279+3%$37.2M$37.8M+$674.4K2026-10-26
Equita Financial Network, Inc.
INCREASED534,829516,519+18,310+4%$36.8M$37.8M+$962.3K2026-10-19
Northeast Investment Management
INCREASED533,972512,747+21,225+4%$36.5M$37.7M+$1.2M2026-10-30
Cardiff Park Advisors, LLC
INCREASED532,524519,321+13,203+3%$37.0M$37.6M+$600.0K2026-11-09
Jnba Financial Advisors
DECREASED531,298535,325-4,027-1%$38.1M$37.5M-$627.0K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED529,193531,768-2,5750%$37.9M$37.4M-$522.2K2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED529,138527,002+2,136+0%$37.5M$37.4M-$186.5K2026-10-16
AdvisorNet Financial, Inc
INCREASED523,978502,897+21,081+4%$35.8M$36.3M+$480.3K2026-10-15
D'Orazio & Associates, Inc.
DECREASED522,763586,614-63,851-11%$41.8M$36.9M-$4.9M2026-11-04
First Premier Bank
INCREASED521,661518,011+3,650+1%$36.9K$36.8K-$732026-10-13
Affiance Financial, LLC
INCREASED521,404520,621+783+0%$37.1M$36.8M-$277.9K2026-10-15
Tompkins Financial Corp
INCREASED516,490506,473+10,017+2%$36.1M$36.5M+$383.2K2026-10-05
Berkshire Money Management, Inc.
INCREASED513,955481,545+32,410+7%$34.3M$36.3M+$2.0M2026-10-21
JFS Wealth Advisors, LLC
INCREASED511,102508,227+2,875+1%$36.2M$36.1M-$122.3K2026-11-03
St. Louis Trust Co
INCREASED510,344508,456+1,888+0%$11.8M$36.0M+$24.2M2026-11-03
VCI Wealth Management LLC
INCREASED504,344482,387+21,957+5%$34.4M$35.6M+$1.2M2026-10-29
Arcadia Wealth Management, LLC
DECREASED502,593555,333-52,740-9%$39.6M$35.5M-$4.1M2026-10-22
Ballentine Capital Advisors, Inc
INCREASED500,537496,007+4,530+1%$35.3M$35.3M+$2.4K2026-10-14
Tenret Co LLC
NEW498,637—+498,637——$35.2M—2026-11-02
Aufman Associates Inc
INCREASED497,548493,332+4,216+1%$35.1M$35.1M-$18.0K2026-11-04
Cypress Financial Planning LLC
DECREASED486,271490,368-4,097-1%$34.9M$34.3M-$603.1K2026-10-09
GHP Investment Advisors, Inc.
DECREASED484,677496,567-11,890-2%$35.4M$34.2M-$1.2M2026-10-15
Montis Financial, LLC
INCREASED482,580478,810+3,770+1%$34.1M$34.1M-$40.3K2026-11-04
Myecfo, LLC
INCREASED478,746472,297+6,449+1%$33.7M$33.8M+$153.1K2026-10-14
TrustBank
INCREASED478,627450,418+28,209+6%$32.1M$33.8M+$1.7M2026-10-20
Garde Capital, Inc.
DECREASED476,241486,096-9,855-2%$34.6M$33.6M-$1.0M2026-10-29
SigFig Wealth Management, LLC
DECREASED474,485476,632-2,1470%$33.8M$33.5M-$299.1K2026-10-07
Bellwether Advisors, LLC
INCREASED469,005461,032+7,973+2%$32.8M$33.1M+$267.9K2026-11-09
1900 Wealth Management LLC
INCREASED468,346464,462+3,884+1%$33.1M$33.1M-$23.0K2026-10-13
United Financial Planning Group LLC
INCREASED467,050450,640+16,410+4%$32.1M$33.1M+$949.6K2026-11-04
Hassell Wealth Management, LLC
INCREASED463,229456,440+6,789+1%$32.1M$32.7M+$602.6K2026-10-19
Focus Financial Network, Inc.
INCREASED460,325445,510+14,815+3%$31.7M$32.5M+$761.0K2026-10-14
Axos Invest Inc.
DECREASED454,974468,067-13,093-3%$33.3M$32.1M-$1.2M2026-10-21
XY Planning Network, Inc.
INCREASED452,099363,090+89,009+25%$25.9M$31.9M+$6.1M2026-10-14
Brown Wealth Management, LLC
INCREASED450,986445,636+5,350+1%$31.8M$31.8M+$92.6K2026-10-20
Heritage Trust Co
DECREASED446,501448,608-2,1070%$32.0M$31.5M-$435.9K2026-11-09
Arlington Partners LLC
INCREASED444,349298,007+146,342+49%$21.2M$31.4M+$10.1M2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED442,646441,569+1,077+0%$31.5M$31.3M-$206.6K2026-10-19
Drive Wealth Management, LLC
INCREASED440,448411,307+29,141+7%$29.3M$31.1M+$1.8M2026-11-09
Hurlow Wealth Management Group, Inc.
INCREASED438,907436,379+2,528+1%$31.1M$31.0M-$100.8K2026-10-29
Fairway Wealth LLC
INCREASED438,615386,634+51,981+13%$27.5M$31.0M+$3.4M2026-10-30
71 West Capital Partners
DECREASED438,257441,918-3,661-1%$31.5M$30.9M-$541.3K2026-11-04
Pinnacle Associates LTD
INCREASED435,868429,486+6,382+1%$30.6M$30.8M+$175.7K2026-10-20
Kanawha Capital Management LLC
INCREASED433,797431,372+2,425+1%$30.7M$30.6M-$104.8K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED431,799414,301+17,498+4%$29.3M$30.7M+$1.4M2026-10-19
Fifth Third Securities, Inc.
INCREASED431,159404,895+26,264+6%$28.8M$30.4M+$1.6M2026-10-21
Bear Mountain Capital, Inc.
INCREASED426,837420,237+6,600+2%$29.7M$29.7M-$7.9K2026-11-04
Stephenson & Company, Inc.
INCREASED426,156420,205+5,951+1%$29.9M$30.1M+$151.3K2026-10-30
Cornerstone Wealth Advisors, Inc.
INCREASED424,087416,823+7,264+2%$29.7M$29.9M+$246.1K2026-10-16
Salomon & Ludwin, LLC
DECREASED423,778423,984-2060%$29.8M$29.9M+$97.2K2026-10-29
Claro Advisors Inc.
INCREASED421,086415,569+5,517+1%$29.6M$29.7M+$123.6K2026-11-02
Intergy Private Wealth, LLC
INCREASED414,361399,211+15,150+4%$28.4M$29.3M+$814.3K2026-10-16
Continuum Wealth Advisors, LLC
DECREASED413,835537,227-123,392-23%$38.3M$29.2M-$9.1M2026-10-20
Capital Asset Advisory Services LLC
INCREASED413,582383,119+30,463+8%$27.3M$28.6M+$1.3M2026-10-30
Brucke Financial, Inc.
INCREASED409,843392,895+16,948+4%$28.0M$28.9M+$945.3K2026-10-23
Level Wealth Management LLC
INCREASED407,350399,419+7,931+2%$28.5M$28.8M+$304.4K2026-10-23
Principal Financial Group Inc
INCREASED405,655403,894+1,761+0%$28.8M$28.6M-$134.1K2026-11-02
Twele Capital Management, Inc.
DECREASED403,733404,555-8220%$28.8M$28.5M-$317.0K2026-10-13
Plancorp, LLC
INCREASED402,552390,029+12,523+3%$27.2M$28.0M+$744.8K2026-11-03
Anderson Hoagland & Co
INCREASED400,249390,820+9,429+2%$27.8M$27.7M-$124.6K2026-10-23
Park National Corp
INCREASED399,440210,568+188,872+90%$15.0M$28.2M+$13.2M2026-10-05
KRM Wealth Management L.L.C.
DECREASED396,182401,505-5,323-1%$28.6M$28.0M-$632.8K2026-11-02
Pittenger & Anderson Inc
DECREASED396,035457,159-61,124-13%$32.6M$28.0M-$4.6M2026-11-02
Amara Financial, Llc.
INCREASED393,839383,828+10,011+3%$27.3M$27.8M+$461.3K2026-11-09
Buck Wealth Strategies, LLC
INCREASED392,513381,159+11,354+3%$27.2M$27.7M+$557.8K2026-10-28
Perigon Wealth Management, LLC
DECREASED392,250403,485-11,235-3%$28.7M$27.7M-$1.1M2026-10-22
Jordan Park Group LLC
DECREASED391,191421,224-30,033-7%$30.0M$27.6M-$2.4M2026-11-06
Rossmore Private Capital
DECREASED390,252396,688-6,436-2%$28.3M$27.6M-$708.3K2026-10-27
Gill Capital Partners, LLC
INCREASED390,223369,453+20,770+6%$26.3M$27.6M+$1.2M2026-10-13
Level Financial Advisors
DECREASED390,155485,706-95,551-20%$34.6M$27.5M-$7.1M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED389,184384,653+4,531+1%$27.4M$27.5M+$73.7K2026-10-23
Brindle & Bay Financial Advisors, LLC
INCREASED385,668289,637+96,031+33%$20.6M$27.2M+$6.6M2026-10-15
One Degree Advisors Inc
INCREASED384,584379,221+5,363+1%$26.7K$27.3M+$27.3M2026-11-06
Balentine LLC
DECREASED381,903403,837-21,934-5%$28.8M$27.0M-$1.8M2026-11-03
Guardian Wealth Advisors, LLC
INCREASED377,650363,141+14,509+4%$25.9M$26.4M+$516.4K2026-10-30
Rareview Capital LLC
INCREASED375,961338,468+37,493+11%$19.3M$26.5M+$7.3M2026-11-05
Hudock, Inc.
INCREASED375,670372,797+2,873+1%$26.6M$26.5M-$35.7K2026-10-14
Northern Lights Advisors, Inc.
DECREASED375,566383,239-7,673-2%$27.3M$26.5M-$787.1K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED374,487372,838+1,649+0%$26.6M$26.4M-$122.1K2026-10-21
Burkett Financial Services, LLC
INCREASED374,265373,697+568+0%$26.6M$26.4M-$199.1K2026-10-01
Rinkey Investments
INCREASED373,441330,467+42,974+13%$23.5M$26.4M+$2.8M2026-10-28
Cherry Tree Wealth Management, LLC
INCREASED368,838302,571+66,267+22%$21.6M$26.0M+$4.5M2026-10-15
Chesley Taft & Associates LLC
INCREASED361,112355,041+6,071+2%$25.3M$25.5M+$201.4K2026-10-13
Scott Capital Advisors, LLC
INCREASED360,563311,565+48,998+16%$22.2M$25.3M+$3.1M2026-10-13
Aletheian Wealth Advisors LLC
INCREASED360,296345,857+14,439+4%$24.6M$25.4M+$798.2K2026-10-08
Orin Green Financial, LLC
DECREASED359,351364,728-5,377-1%$26.0M$25.4M-$613.1K2026-10-19
Chilton Capital Management LLC
INCREASED357,380354,201+3,179+1%$25.2M$25.2M-$2.2K2026-10-28
Motive Wealth Advisors
INCREASED354,129353,513+616+0%$25.2M$25.0M-$182.7K2026-10-26
Echo45 Advisors LLC
INCREASED351,516350,353+1,163+0%$25.0M$24.8M-$142.1K2026-10-07
Penney Financial, LLC
INCREASED349,810342,359+7,451+2%$24.4M$24.7M+$307.0K2026-10-20
Warner Financial, Inc
INCREASED348,472333,534+14,938+4%$23.8M$24.6M+$841.3K2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED347,26138,535+308,726+801%$2.7M$24.5M+$21.8M2026-10-16
Texas Capital Bank Wealth Management Services Inc
DECREASED346,008350,814-4,806-1%$25.0M$24.4M-$563.9K2026-11-09
Yankcom Partnership
INCREASED344,724323,586+21,138+7%$23.1M$24.3M+$1.3M2026-10-15
PFG Private Wealth Management, LLC
INCREASED342,286339,630+2,656+1%$24.2M$24.2M-$29.9K2026-10-15
Payne Capital Management, LLC
DECREASED342,065349,447-7,382-2%$24.9M$25.1M+$223.1K2026-11-09
True North Advisors, LLC
INCREASED341,816316,111+25,705+8%$22.5M$24.1M+$1.6M2026-10-22
Coastline Trust Co
INCREASED337,792327,318+10,474+3%$23.3M$23.9M+$530.1K2026-10-01
Asset Allocation Strategies LLC
INCREASED336,881278,220+58,661+21%$19.8M$23.8M+$4.0M2026-10-20
Vilga Financial Planning LLC
INCREASED334,906331,981+2,925+1%$23.7M$23.6M-$5.9K2026-10-09
Procyon Advisors, LLC
DECREASED334,443354,425-19,982-6%$25.3M$23.6M-$1.6M2026-10-21
IFP Advisors, Inc
INCREASED332,935327,485+5,450+2%$23.3M$23.5M+$175.2K2026-10-16
HB Wealth Management, LLC
INCREASED332,611309,577+23,034+7%$22.1M$23.5M+$1.4M2026-10-23
Stewardship Advisors, LLC
INCREASED331,071190,303+140,768+74%$13.6M$23.4M+$9.8M2026-10-20
Accredited Investors Inc.
INCREASED329,785328,571+1,214+0%$23.4M$23.3M-$124.5K2026-11-03
Kearns & Associates LLC
INCREASED328,777328,694+83+0%$23.4M$23.2M-$204.5K2026-10-09
MBM Wealth Consultants, LLC
INCREASED326,037314,916+11,121+4%$22.4M$23.0M+$583.7K2026-10-20
Jmac Enterprises LLC
INCREASED325,440322,686+2,754+1%$23.0M$23.0M-$12.1K2026-10-30
Arcataur Capital Management LLC
INCREASED325,278321,096+4,182+1%$22.9M$23.0M+$89.8K2026-10-21
Oppenheimer & Co Inc
INCREASED324,699298,618+26,081+9%$21.3M$22.9M+$1.7M2026-10-26
Atmos Advisory, LLC
INCREASED321,626319,977+1,649+1%$22.8M$22.7M-$88.3K2026-10-06
Bay Harbor Wealth Management, LLC
INCREASED321,579314,757+6,822+2%$22.4M$22.7M+$280.2K2026-11-03
HT Partners LLC
DECREASED320,237320,380-1430%$22.8M$22.6M-$215.1K2026-10-20
SouthState Bank Corp
INCREASED319,079236,472+82,607+35%$16.8M$22.5M+$5.7M2026-11-09
Fifth Third Wealth Advisors LLC
INCREASED316,675299,510+17,165+6%$21.3M$22.4M+$1.0M2026-10-22
Upper Left Wealth Management, LLC
INCREASED315,42347,357+268,066+566%$3.4M$22.3M+$18.9M2026-10-14
Telos Capital Management, Inc.
DECREASED314,076316,442-2,366-1%$22.5M$22.2M-$369.6K2026-11-02
Marathon Mission, Inc.
INCREASED313,945311,245+2,700+1%$22.2M$22.2M-$8.6K2026-10-01
Camden National Bank
INCREASED312,838294,267+18,571+6%$21.0M$22.1M+$1.1M2026-11-02
Aspire Private Capital, LLC
DECREASED310,720322,565-11,845-4%$23.0M$21.9M-$1.0M2026-11-05
McCarley & Cook Financial Planners
INCREASED310,587302,734+7,853+3%$21.6M$21.9M+$360.7K2026-10-21
Enclave Advisors LLC
INCREASED307,945288,183+19,762+7%$20.5M$21.7M+$1.2M2026-10-14
Rodgers & Associates, LTD
INCREASED307,497305,643+1,854+1%$21.8M$21.7M-$64.7K2026-10-20
Advisor OS, LLC
INCREASED307,369284,318+23,051+8%$20.3M$21.7M+$1.4M2026-11-03
Bailard, Inc.
DECREASED307,089311,806-4,717-2%$22.2M$21.7M-$532.6K2026-10-13
Latigo Investments, LLC
UNCHANGED306,975306,97500%$21.9M$21.7M-$196.5K2026-10-29
RFG Advisory, LLC
INCREASED303,565288,751+14,814+5%$20.6M$21.4M+$861.2K2026-11-03
Hillcrest Wealth Advisors - NY, LLC
INCREASED302,975293,551+9,424+3%$20.9M$21.4M+$477.6K2026-10-22
Thayer Partners, LLC / MA
DECREASED302,803305,387-2,584-1%$21.8M$21.4M-$377.9K2026-11-06
Refined Wealth Management
INCREASED302,006280,248+21,758+8%$20.0M$21.3M+$1.4M2026-10-13
Summit Wealth Group, LLC
DECREASED301,236303,158-1,922-1%$21.6M$21.3M-$329.7K2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED300,790293,192+7,598+3%$20.9M$21.2M+$348.8K2026-10-13
ADE, LLC
INCREASED299,879293,441+6,438+2%$20.9M$21.2M+$266.8K2026-10-29
CoreCap Advisors, LLC
INCREASED299,043296,078+2,965+1%$21.1M$21.1M+$19.9K2026-10-08
Carrera Capital Advisors
INCREASED294,160276,585+17,575+6%$19.7M$20.8M+$1.1M2026-11-03
Whitegate Investment Counselors, Inc.
INCREASED293,185289,753+3,432+1%$20.6M$20.7M+$56.9K2026-11-02
Sterling Wealth Management, Inc.
INCREASED291,605284,974+6,631+2%$20.3M$20.6M+$285.8K2026-10-23
Matrix Asset Advisors Inc
INCREASED290,612280,863+9,749+3%$20.0M$20.5M+$508.7K2026-10-13
Brighton Jones LLC
INCREASED287,453255,269+32,184+13%$18.2M$20.3M+$2.1M2026-11-03
White Wing Wealth Management
DECREASED286,404288,188-1,784-1%$20.5M$20.2M-$310.4K2026-11-09
Green Ridge Wealth Planning LLC
INCREASED285,552271,931+13,621+5%$19.4M$20.2M+$787.7K2026-10-08
1834 Investment Advisors Co
INCREASED280,654272,328+8,326+3%$19.4M$19.8M+$413.6K2026-10-16
Kings Path Partners LLC
DECREASED278,931280,883-1,952-1%$20.0M$19.7M-$317.6K2026-10-21
Cambridge Capital Management, LLC
DECREASED278,820282,735-3,915-1%$20.1M$19.7M-$457.4K2026-10-19
Towerpoint Wealth, LLC
INCREASED277,531265,509+12,022+5%$18.9M$19.6M+$678.9K2026-10-13
MGO One Seven LLC
INCREASED272,461229,104+43,357+19%$16.3M$19.2M+$2.9M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED270,950264,808+6,142+2%$18.9M$19.1M+$264.2K2026-10-13
Ritholtz Wealth Management
DECREASED270,718276,732-6,014-2%$19.7M$19.1M-$601.7K2026-11-05
Rochester Wealth Strategies, LLC
INCREASED270,122262,284+7,838+3%$18.7M$19.1M+$385.6K2026-11-03
Western Reserve Capital Management, LLC
INCREASED269,832265,276+4,556+2%$18.9M$19.1M+$151.9K2026-10-14
Riversedge Advisors, LLC
DECREASED268,475268,893-4180%$19.2M$19.0M-$201.6K2026-10-09
Nwam LLC
INCREASED268,014228,862+39,152+17%$16.3M$18.9M+$2.6M2026-11-09
Gordian Advisors LLC
INCREASED267,917266,782+1,135+0%$19.0M$18.9M-$90.6K2026-10-30
Greenwood Gearhart LLC
DECREASED267,411273,107-5,696-2%$19.5M$18.9M-$577.0K2026-11-02
Turtle Creek Wealth Advisors, LLC
DECREASED267,272313,295-46,023-15%$22.3M$18.9M-$3.4M2026-10-15
Apollon Wealth Management, LLC
DECREASED264,717274,895-10,178-4%$19.6M$18.7M-$894.6K2026-10-23
RFG Holdings, Inc.
INCREASED264,226225,297+38,929+17%$16.1M$17.4M+$1.3M2026-10-30
MSH Capital Advisors LLC
INCREASED264,125262,705+1,420+1%$18.7M$18.6M-$67.8K2026-11-03
Manske Wealth Management
INCREASED263,920234,410+29,510+13%$16.7M$18.6M+$1.9M2026-10-26
Associated Banc-Corp
INCREASED263,225211,295+51,930+25%$15.1M$18.6M+$3.5M2026-10-30
Silver OAK Wealth Advisors Services, LLC
INCREASED261,27612,711+248,565+1956%$905.7K$18.4M+$17.5M2026-11-09
Allstreet Capital Advisors LLC
INCREASED260,843259,789+1,054+0%$18.5M$18.4M-$91.9K2026-11-04
Aspiriant, LLC
INCREASED259,029251,128+7,901+3%$17.9M$18.3M+$397.0K2026-10-16
Certuity, LLC
INCREASED258,214216,406+41,808+19%$15.4M$18.2M+$2.8M2026-11-02
Smith & Howard Wealth Management, LLC
INCREASED257,909257,741+168+0%$18.4M$18.2M-$153.1K2026-10-27
Fund Evaluation Group, LLC
INCREASED256,715222,587+34,128+15%$15.9M$18.1M+$2.3M2026-11-05
Hiley Hunt Wealth Management
INCREASED256,008250,564+5,444+2%$17.9M$18.1M+$224.0K2026-10-08
SAX Wealth Advisors, LLC
DECREASED254,970316,001-61,031-19%$20.2M$18.0M-$2.2M2026-10-13
First Horizon Corp
INCREASED254,200237,847+16,353+7%$16.9M$17.9M+$1.0M2026-10-26
FMA Wealth Management, LLC
DECREASED252,964253,441-4770%$18.1M$17.9M-$195.9K2026-10-21
Beacon Financial Strategies Corp
INCREASED252,954235,150+17,804+8%$16.8M$17.9M+$1.1M2026-10-14
Keystone Global Partners, LLC
DECREASED250,410261,939-11,529-4%$18.7M$17.7M-$981.7K2026-10-13
Redw Wealth LLC
DECREASED250,207256,551-6,344-2%$18.3M$17.7M-$612.2K2026-11-02
Lodestar Private Asset Management LLC
INCREASED249,893244,928+4,965+2%$17.5M$17.6M+$193.8K2026-10-26
TMB Capital Partners, LLC
INCREASED248,714240,270+8,444+4%$17.1M$17.6M+$442.4K2026-10-20
MacKenzie Financial Corp
INCREASED248,400234,811+13,589+6%$16.7M$17.5M+$809.2K2026-11-02
HUB Investment Partners, LLC
INCREASED248,130238,898+9,232+4%$17.0M$17.5M+$499.0K2026-11-03
Thrive Capital Management, LLC
INCREASED247,216221,270+25,946+12%$15.8M$17.5M+$1.7M2026-10-28
Bestgate Wealth Advisors, LLC
INCREASED247,02689,975+157,051+175%$6.4M$17.4M+$11.0M2026-10-13
Central Bank & Trust Co
DECREASED247,003247,202-1990%$17.6M$17.4M-$172.3K2026-10-09
FF Advisors,LLC
DECREASED244,611247,306-2,695-1%$17.6M$17.3M-$348.6K2026-10-21
Dmkc Advisory Services, LLC
DECREASED243,705356,354-112,649-32%$25.4M$17.2M-$8.2M2026-11-04
Western Wealth Management, LLC
INCREASED243,099193,126+49,973+26%$13.8M$16.3M+$2.6M2026-11-09
Cora Capital Advisors LLC
INCREASED242,353193,511+48,842+25%$13.8M$17.1M+$3.3M2026-11-02
Stone Summit Wealth LLC
INCREASED242,348227,588+14,760+6%$16.2M$17.1M+$896.5K2026-10-14
Moller Wealth Partners
DECREASED241,235244,220-2,985-1%$17.4M$17.0M-$367.1K2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED241,201236,419+4,782+2%$16.8M$17.0M+$186.4K2026-10-27
Carroll Advisory Group, LLC
INCREASED240,105220,230+19,875+9%$15.7M$17.0M+$1.3M2026-10-16
Integrated Capital Management, LLC
INCREASED238,928237,724+1,204+1%$16.9M$16.9M-$67.1K2026-10-23
Trust Co of Vermont
INCREASED238,563223,679+14,884+7%$15.9M$16.8M+$907.8K2026-10-21
Summit Global Investments
INCREASED237,638214,351+23,287+11%$15.3M$16.8K-$15.3M2026-10-28
Encompass Wealth Advisors, LLC
INCREASED234,674116,358+118,316+102%$8.3M$16.6M+$8.3M2026-10-15
Staley Capital Advisers Inc
INCREASED233,476232,941+535+0%$16.6M$16.5M-$111.3K2026-11-06
Kitching Partners, LLC
INCREASED233,408201,100+32,308+16%$14.3M$16.5M+$2.2M2026-11-02
Phoenix Wealth Advisors
INCREASED233,109218,785+14,324+7%$15.6M$16.5M+$871.4K2026-11-03
P/E Global LLC
INCREASED230,676228,184+2,492+1%$16.3M$16.3M+$29.9K2026-10-29
Vavra Capital Management, LLC
DECREASED230,427245,820-15,393-6%$17.5M$16.3M-$1.2M2026-10-14
Ejmk Ventures LLC
INCREASED229,956218,568+11,388+5%$15.6M$16.2M+$664.2K2026-10-21
InvesTrust
DECREASED229,760232,340-2,580-1%$16.6M$16.2M-$330.9K2026-10-14
NewSquare Capital LLC
DECREASED227,769231,783-4,014-2%$16.5M$16.1M-$431.8K2026-11-06
Kaydan Wealth Management, Inc.
DECREASED227,604446,720-219,116-49%$31.8M$16.1M-$15.8M2026-10-08
Summa Corp.
INCREASED227,36933,181+194,188+585%$2.4M$16.1M+$13.7M2026-10-30
Kopp Family Office, LLC
DECREASED227,181439,108-211,927-48%$31.3M$31.4M+$108.5K2026-10-21
Schneider Downs Wealth Management Advisors, LP
INCREASED226,723224,996+1,727+1%$16.0M$16.0M-$22.0K2026-10-27
Blueprint Investment Partners LLC
INCREASED225,243190,313+34,930+18%$13.6M$15.9M+$2.3M2026-10-28
Davenport & Co LLC
INCREASED224,409182,435+41,974+23%$13.0M$15.8M+$2.8M2026-10-14
Aerodigm Wealth, LLC
DECREASED224,328227,131-2,803-1%$16.2M$15.8M-$343.3K2026-10-16
Foundation Wealth Management, Llc\pa
INCREASED223,843186,479+37,364+20%$13.3M$15.8M+$2.5M2026-10-14
Trust Co of the South
INCREASED223,563218,522+5,041+2%$15.6M$15.8M+$216.1K2026-10-21
Fonville Wealth Management LLC
INCREASED221,498216,924+4,574+2%$15.5M$15.6M+$184.1K2026-10-28
Clarity Wealth Development LLC
INCREASED218,779218,102+677+0%$15.5M$15.4M-$91.8K2026-10-22
Ferguson Shapiro LLC
INCREASED216,960213,192+3,768+2%$15.2M$15.3M+$129.6K2026-10-16
Hohimer Wealth Management, LLC
DECREASED215,903216,543-6400%$15.4M$15.2M-$183.8K2026-11-04
BKM Wealth Management, LLC
INCREASED214,423181,119+33,304+18%$12.9M$15.1M+$2.2M2026-10-22
Horizons Wealth Management
NEW214,408—+214,408——$15.1M—2026-10-05
Retirement Wealth Solutions LLC
DECREASED213,390214,420-1,0300%$15.3M$15.1M-$209.9K2026-10-07
Live Oak Investment Partners
INCREASED213,251211,574+1,677+1%$15.1M$15.1M-$17.0K2026-10-23
Parsons Capital Management Inc
INCREASED212,480204,931+7,549+4%$14.6M$15.0M+$401.9K2026-10-28
Pachira Investments Inc.
INCREASED209,810188,974+20,836+11%$13.5M$14.8M+$1.4M2026-10-14
Russell Investments Group, Ltd.
INCREASED208,924144,309+64,615+45%$10.3M$14.8M+$4.5M2026-11-06
Quattro Financial Advisors LLC
INCREASED207,597164,585+43,012+26%$11.7M$14.7M+$2.9M2026-10-15
Paulson Wealth Management Inc.
INCREASED207,038189,259+17,779+9%$13.5M$14.6M+$1.1M2026-11-02
Creative Financial Designs Inc
INCREASED206,735188,608+18,127+10%$13.4M$14.6M+$1.2M2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED205,477199,518+5,959+3%$14.2M$14.5M+$293.1K2026-10-05
Fortitude Family Office, LLC
DECREASED204,465205,152-6870%$14.6M$14.4M-$179.8K2026-10-14
First Citizens Bank & Trust Co
INCREASED204,229200,123+4,106+2%$14.3M$14.4M+$161.8K2026-10-14
Gutierrez Wealth Advisory, LLC
DECREASED204,180204,214-340%$14.6M$14.4M-$133.1K2026-11-02
Pine Valley Investments Ltd Liability Co
INCREASED203,915202,032+1,883+1%$14.4M$14.4M+$3.6K2026-11-09
Heritage Family Offices, LLP
INCREASED203,683168,696+34,987+21%$12.0M$14.4M+$2.4M2026-11-02
Cornerstone Planning Group LLC
DECREASED202,785211,676-8,891-4%$14.9M$14.3M-$655.1K2026-10-16
Tenon Financial LLC
DECREASED202,134206,582-4,448-2%$14.7M$14.3M-$446.2K2026-10-14
SBI Securities Co., Ltd.
DECREASED200,209205,865-5,656-3%$14.7M$14.1M-$531.1K2026-10-22
Frisco Financial Planning LLC
DECREASED197,054201,714-4,660-2%$14.4M$13.9M-$458.2K2026-10-05
Auour Investments LLC
DECREASED196,831200,386-3,555-2%$14.3M$13.9M-$379.3K2026-10-28
Avestar Capital, LLC
DECREASED196,673223,640-26,967-12%$15.9M$13.9M-$2.0M2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED195,431174,673+20,758+12%$12.4M$13.8M+$1.4M2026-10-20
Nisa Investment Advisors, LLC
UNCHANGED193,580193,58000%$13.8M$13.7M-$123.9K2026-10-20
Elevated Capital Advisors, LLC
INCREASED193,215185,986+7,229+4%$13.3M$13.6M+$391.4K2026-11-04
Burling Wealth Partners, LLC
INCREASED193,161177,947+15,214+9%$12.7M$13.6M+$960.4K2026-11-09
Forbes Financial Planning, Inc.
DECREASED192,744196,183-3,439-2%$14.0M$13.6M-$368.4K2026-10-23
Ashton Thomas Securities, LLC
INCREASED192,701190,013+2,688+1%$13.5M$13.6M+$66.8K2026-10-26
IFG Advisors, LLC
DECREASED191,428194,702-3,274-2%$13.9M$13.5M-$355.8K2026-10-15
Lanark Financial, Inc.
INCREASED190,975177,209+13,766+8%$12.6M$13.5M+$858.5K2026-10-26
Avant Financial Advisors LLC
INCREASED188,952184,168+4,784+3%$13.1M$13.3M+$219.9K2026-11-02
First Heartland Consultants, Inc.
DECREASED188,796194,806-6,010-3%$13.9M$13.3M-$549.0K2026-10-08
PFW Advisors LLC
INCREASED188,593188,437+156+0%$13.4M$13.3M-$109.6K2026-10-07
Centennial Bank
INCREASED188,354187,432+922+0%$13.4M$13.3M-$54.9K2026-11-09
Birchbrook, Inc.
DECREASED186,327190,147-3,820-2%$13.5M$13.2M-$391.4K2026-10-14
Halbert Hargrove Global Advisors, LLC
DECREASED185,768190,170-4,402-2%$13.5M$13.1M-$432.6K2026-10-16
Lexington Hill Partners, LLC
INCREASED185,073170,913+14,160+8%$12.2M$13.1M+$890.5K2026-10-13
Clarity Capital Advisors, LLC
INCREASED184,918180,541+4,377+2%$12.9M$13.1M+$193.5K2026-10-27
Black Diamond Financial, LLC
DECREASED184,815185,940-1,125-1%$13.2M$13.0M-$198.4K2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED184,583202,400-17,817-9%$14.2M$13.0M-$1.3M2026-11-04
Grove Bank & Trust
INCREASED184,403181,706+2,697+1%$12.9M$13.0M+$74.1K2026-10-08
Trace Wealth Advisors, LLC
UNCHANGED183,718183,71800%$13.1M$13.0M-$117.6K2026-10-30
Tamar Securities, LLC
INCREASED183,625162,456+21,169+13%$11.6M$13.0M+$1.4M2026-11-03
Strategic Blueprint, LLC
DECREASED183,423184,164-7410%$13.1M$13.0M-$170.2K2026-10-22
Integrated Advisors Network LLC
INCREASED181,575177,868+3,707+2%$12.7M$12.8M+$147.9K2026-10-20
Rose Capital Advisors LLC
INCREASED181,197178,645+2,552+1%$12.7M$12.8M+$65.9K2026-11-04
Frank, Rimerman Advisors LLC
UNCHANGED180,120180,12000%$12.8M$12.7M-$115.3K2026-10-16
Values Added Financial LLC
DECREASED179,438181,468-2,030-1%$12.9M$12.7M-$259.5K2026-10-28
Aurelius Family Office LLC
INCREASED178,932178,831+101+0%$12.7M$12.6M-$107.3K2026-10-23
Opus Capital Group, LLC
DECREASED178,573179,155-5820%$12.8M$12.6K-$12.8M2026-10-30
Florida Trust Wealth Management Co
INCREASED177,553154,304+23,249+15%$11.0M$12.5M+$1.5M2026-11-05
Integrity Advisory Solutions, LLC
DECREASED177,395178,459-1,064-1%$12.7M$12.5M-$189.4K2026-10-29
JIM Saulnier & Associates, LLC
INCREASED177,022162,238+14,784+9%$11.6M$12.5M+$940.0K2026-11-04
Johnson Bixby & Associates, LLC
INCREASED174,745173,940+805+0%$12.4M$12.3M-$54.5K2026-10-14
Conning Inc.
INCREASED174,650173,517+1,133+1%$12.4M$12.3M-$31.1K2026-10-27
First Bancorp, Inc
DECREASED173,458174,873-1,415-1%$12.5M$12.2M-$211.8K2026-10-26
Twin Cities Retirement Group LLC
INCREASED173,384168,827+4,557+3%$12.0M$12.2M+$213.7K2026-10-16
Sterling Group Wealth Management, LLC
DECREASED173,255180,332-7,077-4%$12.8M$12.2M-$615.1K2026-11-03
Shotwell Rutter Baer Inc
DECREASED172,954173,769-8150%$12.4M$12.2M-$168.7K2026-10-14
Compton Wealth Advisory Group, LLC
UNCHANGED172,662172,66200%$12.1M$12.1M-$25.9K2026-10-13
Root Financial Partners, LLC
INCREASED172,311159,948+12,363+8%$11.4M$12.2M+$770.6K2026-10-21
Bricktown Capital, LLC
UNCHANGED172,264172,26400%$12.3M$12.2M-$110.2K2026-10-13
Blueprint Financial Advisors LLC
INCREASED172,077141,089+30,988+22%$10.1M$12.2M+$2.1M2026-10-28
E&R Wealth Management, LLC
INCREASED170,927169,821+1,106+1%$12.1M$12.1M-$30.6K2026-10-20
Security Financial Services, Inc.
DECREASED169,704171,163-1,459-1%$12.2M$12.0M-$212.6K2026-10-29
Elite Life Management LLC
INCREASED169,242167,050+2,192+1%$12.1M$11.5M-$545.4K2026-11-06
Prudent Man Advisors, LLC
DECREASED169,086171,924-2,838-2%$12.6M$12.3M-$314.0K2026-11-03
Wedbush Securities Inc
INCREASED168,993117,247+51,746+44%$8.4M$11.9K-$8.3M2026-10-22
Gould Asset Management LLC
DECREASED168,562170,781-2,219-1%$12.2M$11.9M-$266.0K2026-11-06
Piedmont Capital Management, LLC
INCREASED167,839166,333+1,506+1%$11.9M$11.9M-$1242026-10-21
Kroeger Financial Partners
DECREASED167,701170,383-2,682-2%$12.1M$11.8M-$298.4K2026-10-19
Tilson Financial Group, Inc.
INCREASED167,544167,379+165+0%$11.9M$11.8M-$95.4K2026-11-09
Fairman Group, LLC
INCREASED166,338157,226+9,112+6%$11.2M$11.7M+$542.8K2026-10-26
Arete Wealth Advisors, LLC
INCREASED166,290157,066+9,224+6%$11.2M$11.7M+$551.4K2026-11-09
Tortoise Investment Management, LLC
DECREASED165,228165,461-2330%$11.8M$11.7M-$122.4K2026-11-06
Seven Post Investment Office LP
DECREASED163,996196,873-32,877-17%$14.0M$11.6M-$2.4M2026-10-26
First Financial Corp
INCREASED163,618158,651+4,967+3%$11.3M$11.6M+$249.2K2026-10-13
CWA Asset Management Group, LLC
DECREASED163,319163,511-1920%$11.7M$11.5M-$118.2K2026-10-19
Kraft, Davis & Associates, LLC
DECREASED162,435163,306-871-1%$11.4M$11.3M-$161.0K2026-10-21
New Hampshire Trust
DECREASED162,239163,157-918-1%$11.6M$11.5M-$169.2K2026-10-20
Farnam Financial LLC
INCREASED162,126157,375+4,751+3%$11.2M$11.3M+$53.2K2026-10-21
Global Strategic Investment Solutions, LLC
DECREASED160,466160,701-2350%$11.4M$11.3M-$119.5K2026-10-16
Great Valley Advisor Group, Inc.
INCREASED159,692156,389+3,303+2%$11.1M$11.3M+$133.2K2026-11-09
Elmwood Wealth Management, Inc.
INCREASED159,268158,401+867+1%$11.3M$11.2M-$40.1K2026-10-14
Waller Financial Planning Group, Inc
DECREASED156,500157,105-6050%$11.2M$11.1M-$143.3K2026-10-07
Mycio Wealth Partners, LLC
DECREASED156,172159,953-3,781-2%$11.4M$11.0M-$369.3K2026-11-04
Community Financial Services Group, LLC
DECREASED155,729158,133-2,404-2%$11.1M$10.9M-$192.5K2026-10-15
Tarbox Family Office, Inc.
DECREASED155,346157,159-1,813-1%$11.2M$11.0M-$228.6K2026-10-23
Chicago Partners Investment Group LLC
INCREASED153,457142,721+10,736+8%$10.0M$10.6M+$637.1K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED153,022143,644+9,378+7%$10.2M$10.8M+$617.7K2026-10-13
Roth Financial Partners LLC
DECREASED152,923154,702-1,779-1%$11.0M$10.8M-$202.5K2026-10-06
Martel Wealth Advisors LLC
DECREASED152,127162,690-10,563-6%$11.6M$10.7M-$850.0K2026-10-14
Rosenberg Matthew Hamilton
DECREASED151,998153,827-1,829-1%$11.0M$10.7M-$227.6K2026-10-05
Wealth Forward, LLC
DECREASED151,692266,252-114,560-43%$19.0M$10.7M-$8.3M2026-10-14
6th Street Advisors, LLC
INCREASED151,470151,441+29+0%$10.8M$10.7M-$94.9K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED150,299139,576+10,723+8%$9.9M$10.6M+$667.8K2026-10-22
Sigma Planning Corp
DECREASED149,964165,795-15,831-10%$11.8M$10.5M-$1.3M2026-10-23
North Star Investment Management Corp.
INCREASED149,789148,317+1,472+1%$10.6M$10.6M+$9.0K2026-10-27
Waldron Private Wealth LLC
INCREASED149,769144,084+5,685+4%$10.3M$10.6M+$309.2K2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED148,660136,299+12,361+9%$9.7M$10.5M+$785.6K2026-11-03
AlphaCore Capital LLC
INCREASED147,965147,167+798+1%$10.5M$10.4M-$37.9K2026-11-04
Strategent Financial, LLC
INCREASED147,587134,881+12,706+9%$9.6M$10.4M+$810.8K2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED147,554156,186-8,632-6%$11.1M$10.4M-$709.2K2026-11-02
Silverlake Wealth Management LLC
DECREASED146,834146,976-1420%$10.5M$10.4M-$104.1K2026-10-21
Nations Financial Group Inc,
INCREASED146,079140,368+5,711+4%$10.0M$10.3M+$313.4K2026-11-05
Courier Capital LLC
INCREASED145,728143,659+2,069+1%$10.2M$10.3M+$54.1K2026-10-19
Fullerton Advisors, LLC
INCREASED145,135143,358+1,777+1%$10.2M$10.2M+$33.7K2026-10-14
Sound Stewardship, LLC
INCREASED145,097137,663+7,434+5%$9.8M$10.2M+$436.8K2026-10-14
Three Bridge Wealth Advisors, LLC
INCREASED143,193142,415+778+1%$10.1M$10.1M-$36.2K2026-11-05
HighRoad Wealth Advisors, LLC
DECREASED143,154144,925-1,771-1%$10.3M$10.1M-$217.8K2026-10-14
Silver OAK Securities, Incorporated
INCREASED142,445120,969+21,476+18%$8.6M$9.7M+$1.1M2026-11-09
Legacy Wealth Partners, LLC
INCREASED141,334137,234+4,100+3%$9.8M$10.0M+$201.7K2026-10-15
Monument Group Wealth Advisors, LLC
DECREASED140,114260,571-120,457-46%$10.5M$9.9M-$584.1K2026-10-21
RHS Financial, LLC
INCREASED140,063126,127+13,936+11%$9.0M$9.9M+$903.3K2026-10-13
Moors & Cabot, Inc.
INCREASED140,033111,647+28,386+25%$8.0M$9.9M+$1.9M2026-11-06
Vectors Research Management, LLC
INCREASED140,021137,573+2,448+2%$9.8M$9.9M+$84.8K2026-11-09
Latko Wealth Management, Ltd.
INCREASED139,482121,792+17,690+15%$8.7M$9.8M+$1.2M2026-11-09
Verus Capital Partners, LLC
INCREASED139,218136,856+2,362+2%$9.8M$9.8M+$79.2K2026-11-03
Roberts Wealth Advisors, LLC
DECREASED138,956141,776-2,820-2%$10.1M$9.8M-$289.9K2026-10-14
Ascent Group, LLC
DECREASED138,672146,086-7,414-5%$10.4M$9.8M-$617.0K2026-10-30
Retirement Planning Group, LLC
INCREASED138,233134,316+3,917+3%$9.6M$9.8M+$190.6K2026-10-19
Emprise Bank
DECREASED137,704141,039-3,335-2%$10.0M$9.7M-$325.8K2026-10-07
CGN Advisors LLC
DECREASED136,485186,362-49,877-27%$13.3M$9.6M-$3.6M2026-10-21
OxenFree Capital LLC
INCREASED135,769129,326+6,443+5%$9.2M$9.7M+$500.9K2026-10-07
Creekside Partners
INCREASED135,568134,444+1,124+1%$9.6M$9.6M-$6.6K2026-11-04
Deutsche Bank Ag\
INCREASED135,091101,903+33,188+33%$7.3M$9.5M+$2.3M2026-11-06
Optas, LLC
INCREASED134,775127,569+7,206+6%$9.1M$9.5M+$427.2K2026-11-09
Greenspring Advisors, LLC
INCREASED134,70465,627+69,077+105%$4.7M$9.5M+$4.8M2026-11-05
Old Second National Bank of Aurora
DECREASED134,532137,962-3,430-2%$9.8M$9.5M-$330.5K2026-10-22
K2 Financial Inc.
DECREASED134,296190,483-56,187-29%$13.7M$9.4M-$4.3M2026-10-26
Prospera Capital Management, LLC
INCREASED134,22268,948+65,274+95%$5.0M$9.5M+$4.5M2026-10-19
Midwest Financial Partners Investments, Inc.
INCREASED134,015104,132+29,883+29%$7.4M$9.5M+$2.0M2026-10-08
Caldwell Trust Co
INCREASED133,588128,768+4,820+4%$9.2M$9.4M+$257.9K2026-10-30
JHP Wealth Management, LLC
INCREASED133,290130,399+2,891+2%$9.3M$9.4M+$120.7K2026-11-06
DWR Wealth Management, LLC
DECREASED132,473133,148-675-1%$9.4M$9.4M-$13.4K2026-10-13
TD Private Client Wealth LLC
INCREASED131,89798,071+33,826+34%$7.0M$9.3M+$2.3M2026-10-28
Liberty Capital Management, Inc.
INCREASED131,347130,657+690+1%$9.3M$9.3M-$34.9K2026-11-02
Revolve Wealth Partners, LLC
INCREASED131,171130,065+1,106+1%$9.3M$9.3M-$5.2K2026-10-23
EPG Wealth Management LLC
INCREASED130,396128,857+1,539+1%$9.2M$9.2M+$26.2K2026-11-03
Sageworth Trust Co of South Dakota
INCREASED130,177108,932+21,245+20%$7.8M$9.2M+$1.4M2026-10-30
Naples Global Advisors, LLC
INCREASED128,863126,593+2,270+2%$9.0M$9.1M+$79.2K2026-11-05
GenTrust, LLC
INCREASED127,216126,023+1,193+1%$9.0M$9.0M+$3.6K2026-11-06
Finhabits Advisors LLC
INCREASED126,945125,849+1,096+1%$9.0M$9.0M-$3.2K2026-11-10
Veery Capital, LLC
INCREASED126,007123,668+2,339+2%$8.8M$8.9M+$86.0K2026-10-07
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED126,000126,00000%$9.0M$8.9M-$80.6K2026-11-02
Wright Wealth LLC
INCREASED125,844114,160+11,684+10%$8.1M$8.9M+$752.0K2026-10-29
Hobart Private Capital, LLC
INCREASED125,564123,023+2,541+2%$8.8M$8.9M+$100.7K2026-10-19
Journey Beyond Wealth, LLC
INCREASED124,599119,521+5,078+4%$8.5M$8.8M+$282.0K2026-11-04
TPG Advisors LLC
INCREASED124,152120,142+4,010+3%$8.6M$8.8M+$206.3K2026-10-16
Farrell Financial LLC
INCREASED124,092123,979+113+0%$8.8M$8.8M-$71.4K2026-10-16
Steph & Co
DECREASED123,832125,540-1,708-1%$8.9M$8.7M-$200.9K2026-10-07
Eclectic Associates Inc
INCREASED123,415123,076+339+0%$8.8M$8.7M-$52.0K2026-10-09
Semitam Bonam LLC
INCREASED123,262114,509+8,753+8%$8.2M$8.7M+$544.7K2026-10-27
Madrid Wealth Management, LLC
INCREASED123,164121,419+1,745+1%$8.7M$8.7M+$45.6K2026-10-23
Brandywine OAK Private Wealth LLC
INCREASED122,641122,630+11+0%$8.7M$8.7M-$77.7K2026-10-23
Altura Wealth Advisors Inc.
INCREASED122,361107,529+14,832+14%$7.7M$8.6M+$978.5K2026-10-22
Entrust Financial LLC
INCREASED122,295110,997+11,298+10%$7.9M$8.6M+$726.7K2026-11-04
Montag A & Associates Inc
DECREASED122,158125,021-2,863-2%$8.9M$8.6M-$282.2K2026-10-29
Sightline Wealth Advisors, LLC
INCREASED121,39193,700+27,691+30%$6.7M$8.6M+$1.9M2026-10-21
RS Crum Inc.
DECREASED120,495120,847-3520%$8.6M$8.5M-$102.2K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED120,405116,665+3,740+3%$8.3M$8.5M+$189.4K2026-10-23
Narus Financial Partners, LLC
DECREASED119,621120,118-4970%$8.6M$8.4M-$112.0K2026-10-19
Sovran Advisors, LLC
INCREASED119,493105,390+14,103+13%$7.3M$8.4M+$1.1M2026-11-02
Flywheel Private Wealth LLC
INCREASED119,476100,101+19,375+19%$7.1M$8.4M+$1.3M2026-11-02
Jacobi Capital Management LLC
DECREASED118,822121,249-2,427-2%$8.6M$8.4M-$249.0K2026-11-05
Stone Wealth Partners
INCREASED118,69054,876+63,814+116%$3.9M$8.4M+$4.5M2026-11-05
River Street Advisors LLC
INCREASED118,175112,066+6,109+5%$8.0M$8.3M+$359.6K2026-10-22
Spectrum Strategic Capital Management, LLC
DECREASED117,254118,526-1,272-1%$8.4M$8.3M-$165.7K2026-10-22
International Assets Investment Management, LLC
INCREASED116,849114,067+2,782+2%$8.0M$8.2M+$178.2K2026-11-02
Gradient Capital Advisors, LLC
INCREASED115,859114,282+1,577+1%$8.1M$8.2M+$38.2K2026-10-21
Ironwood Financial, llc
INCREASED114,891109,375+5,516+5%$7.6M$8.1M+$482.5K2026-10-20
Cypress Wealth Services, LLC
INCREASED114,561114,099+462+0%$8.1M$8.1M+$16.9K2026-10-21
Rock Creek Group LLC
UNCHANGED114,304114,30400%$8.1M$8.1M-$53.1K2026-11-09
Koshinski Asset Management, Inc.
DECREASED113,406116,006-2,600-2%$8.3M$8.0M-$257.8K2026-10-29
Diversified Enterprises, LLC
INCREASED112,194108,363+3,831+4%$7.7M$7.9M+$201.2K2026-10-19
Lynx Investment Advisory
DECREASED112,092115,401-3,309-3%$8.2M$7.9M-$307.5K2026-10-27
LifeGuide Financial Advisors, LLC
DECREASED111,775118,423-6,648-6%$8.4M$7.9M-$545.1K2026-10-20
Graves Light Lenhart Wealth, Inc.
INCREASED111,457111,135+322+0%$7.9M$7.9M-$48.4K2026-10-09
BlueSky Wealth Advisors, LLC
DECREASED111,135111,504-3690%$7.9M$7.8M-$97.4K2026-10-29
Windsor Capital Management, LLC
DECREASED110,771115,808-5,037-4%$8.3M$7.8M-$429.8K2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED110,741109,163+1,578+1%$7.8M$7.8M+$41.6K2026-10-13
Manuka Financial, LLC
INCREASED110,328110,133+195+0%$7.8M$7.8M-$35.3K2026-10-16
Stonebridge Financial Planning Group, LLC
INCREASED109,94191,505+18,436+20%$6.5M$7.8M+$1.2M2026-11-06
Certified Advisory Corp
INCREASED109,229106,082+3,147+3%$7.6M$7.7M+$154.3K2026-10-29
GC Wealth Management RIA, LLC
INCREASED109,192104,307+4,885+5%$7.4M$7.7M+$278.2K2026-11-02
Obermeyer Wealth Partners
DECREASED108,470108,524-540%$7.7M$7.7M-$73.3K2026-10-21
DBK Financial Counsel, LLC
DECREASED107,381108,103-722-1%$7.7M$7.6M-$120.2K2026-10-13
Crescent Grove Advisors, LLC
INCREASED106,950106,037+913+1%$7.6M$7.6M-$3.4K2026-10-21
Arta Finance Wealth Management LLC
INCREASED106,86998,564+8,305+8%$7.0M$7.5M+$523.3K2026-10-28
Birch Hill Investment Advisors LLC
DECREASED106,783110,272-3,489-3%$7.9M$7.5M-$316.9K2026-10-16
Arcadia Investment Advisors LLC
INCREASED106,02322,693+83,330+367%$1.6M$7.5M+$5.9M2026-10-13
Trevian Wealth Management LLC
INCREASED105,89799,305+6,592+7%$7.1M$7.5M+$401.9K2026-11-09
Cutler Investment Counsel LLC
DECREASED104,878107,554-2,676-2%$7.7M$7.4M-$257.8K2026-10-28
Meridian Wealth Management, LLC
INCREASED104,812101,859+2,953+3%$7.2M$7.3M+$147.7K2026-11-05
Compass Financial Group, Inc.
INCREASED104,799104,107+692+1%$7.4M$7.4M-$17.8K2026-11-06
Essential Planning, Llc.
INCREASED103,54888,398+15,150+17%$6.3M$7.3M+$1.0M2026-10-21
Lord & Richards Wealth Management, LLC
DECREASED103,357124,817-21,460-17%$8.9M$7.3M-$1.6M2026-10-14
McAdam, LLC
INCREASED103,023101,085+1,938+2%$7.2M$7.3M+$72.2K2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED102,296102,29600%$7.3M$7.2M-$65.5K2026-10-19
Grove Street Fiduciary, LLC
DECREASED102,061105,674-3,613-3%$7.5M$7.2M-$322.8K2026-10-13
Strong Retirement Solutions LLC
DECREASED101,854119,063-17,209-14%$8.5M$7.2M-$1.3M2026-10-07
Summitas Investment Management LLC
DECREASED101,742106,015-4,273-4%$7.6M$7.2M-$369.6K2026-10-16
Astra Wealth Partners LLC
INCREASED101,575100,556+1,019+1%$7.2M$7.2M+$7.6K2026-11-06
Walker Financial Services, Inc.
INCREASED101,49393,008+8,485+9%$6.6M$7.2M+$539.6K2026-10-26
Mather Group, Llc.
INCREASED101,219101,193+26+0%$7.2M$7.1M-$62.9K2026-10-14
Grey Ledge Advisors, LLC
INCREASED100,83599,229+1,606+2%$7.1M$7.1M+$49.9K2026-11-02
Bank of New Hampshire
DECREASED100,405102,290-1,885-2%$7.3M$7.1M-$198.6K2026-10-06
M Holdings Securities, Inc.
NEW100,327—+100,327——$7.0K—2026-11-03
Clear Creek Financial Management, LLC
INCREASED100,28095,467+4,813+5%$6.8M$7.1M+$278.7K2026-10-28
Adelphi Trust Co
INCREASED99,97596,034+3,941+4%$6.8M$7.1M+$216.8K2026-10-05
Hudson Oak Wealth Advisory LLC
INCREASED99,88299,374+508+1%$7.1M$7.1M-$27.7K2026-10-16
Smithbridge Asset Management Inc
INCREASED99,45778,117+21,340+27%$5.6M$7.0M+$1.5M2026-10-19
High Note Wealth, LLC
INCREASED99,21983,095+16,124+19%$5.9M$7.0M+$1.1M2026-10-27
Dagco, Inc.
INCREASED98,80447,034+51,770+110%$3.4M$7.0M+$3.6M2026-10-20
Schuylkill Financial LLC
INCREASED98,69597,263+1,432+1%$6.9M$7.0M+$38.9K2026-10-21
West Bancorporation Inc
INCREASED98,13092,168+5,962+6%$6.6M$6.9M+$362.0K2026-10-29
Layline Advisors, LLC
DECREASED98,01798,952-935-1%$7.1M$6.9M-$129.4K2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED97,91497,107+807+1%$6.9M$6.9M-$5.2K2026-10-29
Single Point Partners, LLC
INCREASED97,42192,241+5,180+6%$6.6M$6.9M+$306.8K2026-10-19
Marathon Strategic Advisors, LLC
DECREASED97,28898,580-1,292-1%$7.0M$6.9M-$154.4K2026-10-20
Proathlete Wealth Management LLC
INCREASED96,79983,217+13,582+16%$5.9M$6.8M+$904.7K2026-10-15
ETF Store, Inc.
INCREASED96,71896,254+464+0%$6.9M$6.8M-$28.8K2026-10-19
Cidel Asset Management Inc
UNCHANGED95,91395,91300%$6.8M$6.8M-$61.4K2026-10-29
Absolute Capital Management, LLC
INCREASED95,66276,876+18,786+24%$5.5M$6.8M+$1.3M2026-10-16
Perennial Advisors, LLC
INCREASED95,25168,254+26,997+40%$4.9M$6.7M+$1.9M2026-10-13
Valen Private Capital, LLC
NEW94,981—+94,981——$6.7M—2026-10-23
Titleist Asset Management, LLC
INCREASED94,88188,181+6,700+8%$6.3M$6.7M+$416.8K2026-10-08
Diversified Trust Co
DECREASED94,67797,556-2,879-3%$7.0M$6.7M-$265.8K2026-11-06
Stonekeep Investments, LLC
INCREASED94,34491,382+2,962+3%$6.5K$6.7M+$6.7M2026-10-15
Financial Insights, Inc.
INCREASED94,18792,812+1,375+1%$6.6M$6.7M+$37.7K2026-10-27
Smithfield Trust Co
DECREASED93,26893,437-1690%$6.6M$6.6K-$6.6M2026-11-09
FC Advisory LLC
INCREASED93,19990,679+2,520+3%$6.5M$6.6M+$119.9K2026-10-05
Sachem Hill LLC
DECREASED92,46093,996-1,536-2%$6.7M$6.5M-$168.6K2026-10-14
Summit Wealth Group LLC / Co
INCREASED92,45770,748+21,709+31%$5.0M$6.5M+$1.5M2026-10-29
Angeles Wealth Management, LLC
DECREASED92,12095,901-3,781-4%$6.8M$6.5M-$328.3K2026-10-26
Sapient Capital LLC
INCREASED91,72284,689+7,033+8%$6.0M$6.5M+$442.4K2026-10-08
Blue Water Asset Management
NEW91,486—+91,486——$6.5M—2026-11-04
Ascent Wealth Partners, LLC
DECREASED91,40791,573-1660%$6.5M$6.5M-$70.3K2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
DECREASED91,127108,861-17,734-16%$7.8M$6.4M-$1.3M2026-10-09
Balboa Wealth Partners
DECREASED91,08895,698-4,610-5%$6.8M$6.4M-$386.7K2026-10-20
Broadview Financial Management, LLC
DECREASED90,91096,920-6,010-6%$6.9M$6.4M-$486.4K2026-11-09
Visionary Wealth Advisors
INCREASED90,75384,349+6,404+8%$6.0M$6.4M+$398.2K2026-11-04
Petros Family Wealth, LLC
INCREASED90,44387,034+3,409+4%$6.2M$6.4M+$185.1K2026-10-28
Ddfg, Inc
DECREASED90,39291,376-984-1%$6.5M$6.4M-$128.0K2026-10-15
Sound Financial Strategies Group, LLC
DECREASED89,62189,663-420%$6.4M$6.3M-$60.4K2026-10-30
Annis Gardner Whiting Capital Advisors, LLC
INCREASED89,24983,987+5,262+6%$6.0M$6.3M+$317.8K2026-11-09
Symmetry Partners, LLC
DECREASED89,00389,604-601-1%$6.4M$6.3M-$99.8K2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED88,446379,404-290,958-77%$27.0M$6.2M-$20.8M2026-10-20
Americana Partners, LLC
DECREASED87,62688,645-1,019-1%$6.3M$6.2M-$128.8K2026-10-28
Evergreen Capital Management LLC
INCREASED87,48087,013+467+1%$6.2M$6.2M-$22.7K2026-10-23
Parthenon LLC
INCREASED87,45586,150+1,305+2%$6.1M$6.2M+$37.0K2026-10-22
United Advisor Group, LLC
DECREASED87,39099,937-12,547-13%$7.1M$6.2M-$949.9K2026-11-03
Climber Capital SA
INCREASED87,29086,707+583+1%$6.2M$5.8M-$321.7K2026-10-20
MidAtlantic Capital Management, Inc.
INCREASED87,23387,227+6+0%$6.2M$6.2M-$55.4K2026-11-05
Prospera Financial Services Inc
INCREASED86,59376,354+10,239+13%$5.4M$6.0M+$572.4K2026-11-04
Northland Capital Management LLC
INCREASED85,13382,608+2,525+3%$5.9M$6.0M+$125.5K2026-10-15
Bluestem Financial Advisors, LLC
DECREASED84,63488,670-4,036-5%$6.3M$6.0M-$341.7K2026-10-20
Columbus Macro, LLC
INCREASED84,04583,840+205+0%$6.0M$5.9M-$39.2K2026-10-14
Patton Fund Management, Inc.
INCREASED83,30473,757+9,547+13%$5.3M$5.9M+$626.9K2026-10-13
A&I Financial Services, LLC
INCREASED82,86282,715+147+0%$5.9M$5.9M-$42.6K2026-10-15
Donalies Financial Planning, LLC
DECREASED82,64383,096-453-1%$5.9M$5.8M-$85.1K2026-10-19
Trinity Financial Advisors LLC
DECREASED82,62887,016-4,388-5%$6.2M$5.8M-$365.5K2026-10-09
Sagace Wealth Management LLC
INCREASED82,62181,811+810+1%$5.8M$5.8M+$4.8K2026-10-28
Highland Capital Management, LLC
UNCHANGED82,53282,53200%$5.9M$5.8M-$52.8K2026-10-26
Sellwood Investment Partners LLC
INCREASED82,40281,043+1,359+2%$5.8M$5.8M+$44.1K2026-11-03
Autumn Glory Partners, LLC
UNCHANGED82,29782,29700%$5.9M$5.8M-$52.7K2026-10-26
Novem Group
INCREASED81,87638,119+43,757+115%$2.7M$5.8M+$3.1M2026-10-19
Wescott Financial Advisory Group, LLC
DECREASED81,84284,248-2,406-3%$6.0M$5.8M-$223.8K2026-11-09
Crusonia Wealth Advisors LLC
DECREASED81,79082,225-435-1%$5.9M$5.8M-$83.3K2026-10-26
Willis Johnson Wealth, Inc.
INCREASED81,76878,748+3,020+4%$5.6M$5.8M+$162.9K2026-11-03
Laurel Wealth Planning LLC
DECREASED81,76283,650-1,888-2%$6.0M$5.8M-$186.8K2026-11-02
Dynamic Wealth Strategies, LLC
DECREASED81,21993,562-12,343-13%$6.7M$5.7M-$931.4K2026-10-16
James J. Burns & Company, LLC
DECREASED81,14882,796-1,648-2%$5.9M$5.7M-$169.4K2026-10-22
Peterson Wealth Advisors, LLC
DECREASED80,17183,042-2,871-3%$5.9M$5.7M-$255.8K2026-10-08
Evanson Financial, LLC
INCREASED80,08273,855+6,227+8%$5.3M$5.7M+$392.4K2026-10-23
Brady Martz Wealth Solutions, LLC
INCREASED79,49478,286+1,208+2%$5.6M$5.6M+$35.2K2026-11-05
Squire Investment Management Company, LLC
DECREASED79,09779,699-602-1%$5.7M$5.6M-$93.5K2026-11-03
Highline Wealth Partners LLC
INCREASED79,06274,761+4,301+6%$5.3M$5.6M+$255.9K2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED78,93878,93800%$5.6K$5.6K-$502026-10-13
Csenge Advisory Group
DECREASED78,863105,914-27,051-26%$7.5M$5.6M-$2.0M2026-11-04
StoryOne LLC
INCREASED78,45041,186+37,264+90%$2.9M$5.5M+$2.6M2026-10-13
SteelPeak Wealth, LLC
INCREASED78,29175,839+2,452+3%$5.4M$5.5M+$124.6K2026-10-16
Lmcg Investments, LLC
INCREASED78,00077,841+159+0%$5.5M$5.5M-$38.6K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED77,93975,967+1,972+3%$5.4M$5.5M+$90.6K2026-11-02
Condor Capital Management
DECREASED77,76979,017-1,248-2%$5.6M$5.5M-$138.7K2026-11-06
Verum Partners LLC
DECREASED77,62182,156-4,535-6%$5.9M$5.5M-$372.8K2026-10-21
Northwest Wealth Management, LLC
INCREASED77,49077,353+137+0%$5.5M$5.5M-$39.9K2026-10-30
Private Advisory Group LLC
INCREASED77,37861,376+16,002+26%$4.4M$5.5M+$1.1M2026-11-06
Swmg, LLC
INCREASED77,28677,165+121+0%$5.4M$5.4M-$95.0K2026-10-23
Disciplina Capital Management LLC
INCREASED76,85073,320+3,530+5%$5.2M$5.4M+$202.3K2026-11-06
Laraway Financial Advisors Inc
DECREASED76,49376,622-1290%$5.5M$5.4M-$58.1K2026-11-09
Belpointe Asset Management LLC
INCREASED76,40155,281+21,120+38%$3.9M$5.4M+$1.5M2026-11-09
Birch Financial Group, LLC
INCREASED76,23075,362+868+1%$5.4M$5.4M+$13.1K2026-10-27
Graetz Wealth LLC
INCREASED75,61073,944+1,666+2%$5.3M$5.3M+$70.4K2026-10-27
Life Planning Partners, Inc
DECREASED75,59580,913-5,318-7%$5.8M$5.3M-$427.3K2026-10-28
City Holding Co
INCREASED75,52068,551+6,969+10%$4.9M$5.3M+$448.1K2026-10-19
Unique Wealth, LLC
INCREASED75,34375,068+275+0%$5.3M$5.3M-$28.7K2026-10-16
First National Trust Co
INCREASED75,28872,274+3,014+4%$5.1M$5.3M+$166.6K2026-10-28
Waters Parkerson & Co., LLC
INCREASED74,97070,483+4,487+6%$5.0M$5.3M+$271.7K2026-11-04
BOS Asset Management, LLC
DECREASED74,24674,993-747-1%$5.3M$5.2M-$100.7K2026-10-09
Summit Financial Strategies, Inc.
DECREASED74,09278,919-4,827-6%$5.6M$5.2M-$391.3K2026-10-14
Venture Visionary Partners LLC
INCREASED73,49156,864+16,627+29%$4.1M$5.2M+$1.1M2026-10-07
Magnus Financial Group LLC
INCREASED73,42166,496+6,925+10%$4.7M$5.2M+$446.4K2026-10-21
E&G Advisors, LLC
DECREASED73,28373,317-340%$5.2M$5.2M-$49.3K2026-10-13
Hughes Financial Services, LLC
DECREASED73,20773,369-1620%$5.2M$5.2M-$68.6K2026-10-30
Leeward Financial Partners, LLC
INCREASED73,16872,812+356+0%$5.2M$5.2M-$21.4K2026-10-23
Independent Financial Group, LLC
DECREASED73,10075,652-2,552-3%$5.4M$5.2M-$228.6K2026-10-13
Greykasell Wealth Strategies, Inc.
INCREASED73,01270,810+2,202+3%$5.0M$5.2M+$110.1K2026-11-09
Sincerus Advisory, LLC
INCREASED72,55470,129+2,425+3%$5.0M$5.1M+$126.3K2026-10-09
Thoroughbred Financial Services, LLC
INCREASED72,53264,984+7,548+12%$4.6M$5.1K-$4.6M2026-11-09
Clear Wave Wealth Management LLC
INCREASED72,25369,516+2,737+4%$5.0M$5.1M+$148.8K2026-11-04
Nabity-Jensen Investment Management Inc
DECREASED71,91472,192-2780%$5.1M$5.1M-$65.9K2026-10-23
Rockingstone Advisors LLC
INCREASED71,70071,024+676+1%$5.1M$5.1M+$2.3K2026-10-16
ARQ Wealth Advisors, LLC
DECREASED71,38171,951-570-1%$5.1M$5.0M-$31.6K2026-10-29
Norris Perne & French LLP
DECREASED70,84274,416-3,574-5%$5.3M$5.0M-$300.0K2026-10-23
Pathway Financial Advisors LLC
INCREASED70,76448,848+21,916+45%$3.5M$5.0M+$1.5M2026-10-07
Mechanics Bank Trust Department
INCREASED70,67958,375+12,304+21%$4.2M$5.0M+$831.4K2026-10-13
Sentinel Trust Co LBA
DECREASED70,65375,317-4,664-6%$5.4K$5.0K-$3772026-11-03
Conservest Capital Advisors, Inc.
INCREASED70,52670,395+131+0%$5.0M$5.0M-$35.8K2026-11-09
Nestegg Advisors, Inc.
INCREASED70,10666,927+3,179+5%$4.8M$5.0M+$181.6K2026-10-21
L.K. Benson & Company, P.C.
INCREASED69,23139,994+29,237+73%$2.8M$4.9M+$2.0M2026-10-23
Marks Group Wealth Management, Inc
DECREASED68,78974,666-5,877-8%$5.3M$4.9M-$462.8K2026-11-05
Innealta Capital, LLC
INCREASED68,72361,347+7,376+12%$4.4M$4.9M+$481.6K2026-11-02
Joel Isaacson & Co., LLC
INCREASED68,55555,011+13,544+25%$3.9M$4.8M+$921.1K2026-11-05
NorthLanding Financial Partners, LLC
DECREASED68,31968,519-2000%$4.9M$4.8M-$58.0K2026-10-15
Krane Financial Solutions LLC
INCREASED68,23667,865+371+1%$4.8M$4.8M-$17.3K2026-10-30
Axxcess Wealth Management, LLC
DECREASED68,160500,268-432,108-86%$35.6M$4.8M-$30.8M2026-10-21
Private Trust Co NA
DECREASED67,98073,024-5,044-7%$5.2M$4.8M-$402.9K2026-10-20
Nova R Wealth, Inc.
DECREASED67,82268,955-1,133-2%$4.9M$4.8M-$124.1K2026-10-26
HCR Wealth Advisors
INCREASED67,78938,415+29,374+76%$2.7M$4.8M+$2.0M2026-10-15
Simplicity Wealth,LLC
INCREASED67,61637,275+30,341+81%$2.7M$4.8M+$2.1M2026-10-23
Verus Wealth Management, LLC
INCREASED67,35257,857+9,495+16%$4.1M$4.8M+$633.4K2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED67,22664,037+3,189+5%$4.6M$4.7M+$184.2K2026-10-30
S.A. Mason LLC
INCREASED67,10861,131+5,977+10%$4.4M$4.7M+$382.9K2026-10-13
Frankly Finances, LLC
INCREASED66,68857,581+9,107+16%$4.1M$4.7M+$606.2K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED66,63264,361+2,271+4%$4.6M$4.7M+$148.9K2026-10-30
Lpwm LLC
INCREASED66,59666,057+539+1%$4.7M$4.7M-$4.2K2026-10-20
National Wealth Management Group, LLC
INCREASED66,53138,911+27,620+71%$2.8M$4.7M+$1.9M2026-10-26
Woodward Financial Advisors, Inc.
DECREASED66,35866,935-577-1%$4.8M$4.7M-$83.6K2026-10-19
Gold Investment Management Ltd.
DECREASED66,29266,412-1200%$4.7M$4.7M-$51.0K2026-10-19
WP Advisors, LLC
INCREASED66,25658,663+7,593+13%$4.2M$4.7M+$498.7K2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED66,22465,589+635+1%$4.7M$4.7M+$2.8K2026-10-26
Renasant Bank
DECREASED65,94569,514-3,569-5%$5.0M$4.7M-$296.5K2026-11-05
Quartz Partners, LLC
INCREASED65,79762,466+3,331+5%$4.5M$4.6M+$195.2K2026-11-03
Baker Avenue Asset Management, LP
DECREASED64,57969,138-4,559-7%$4.9M$4.6M-$366.2K2026-11-06
Peoples Bank
INCREASED64,52955,221+9,308+17%$3.9M$4.6M+$621.9K2026-10-26
Manchester Capital Management LLC
INCREASED64,38262,686+1,696+3%$4.5M$4.5M+$79.6K2026-10-22
Legacy Edge Advisors, LLC
INCREASED64,29152,716+11,575+22%$3.8M$4.5M+$783.6K2026-11-06
Forum Financial Management, LP
INCREASED64,26462,912+1,352+2%$4.5M$4.5M+$55.2K2026-10-16
Camelot Technology Advisors, Inc.
DECREASED64,24565,779-1,534-2%$4.7M$4.5M-$150.5K2026-10-09
Opinicus Capital, Inc.
DECREASED64,14965,900-1,751-3%$4.7M$4.5M-$165.9K2026-10-28
Armbruster Capital Management, Inc.
DECREASED63,98764,833-846-1%$4.6M$4.5M-$101.2K2026-10-19
FAI Advisors, Inc.
DECREASED63,83590,088-26,253-29%$6.4M$4.5M-$1.9M2026-10-27
Parkside Financial Bank & Trust
DECREASED63,83366,466-2,633-4%$4.7M$4.5M-$228.5K2026-10-27
Alpine Bank Wealth Management
DECREASED63,77463,993-2190%$4.6M$4.5M-$56.4K2026-10-16
PFC Capital Group, Inc.
INCREASED63,63062,398+1,232+2%$4.4M$4.5M+$47.9K2026-11-06
LCW Services, LLC
INCREASED63,06962,539+530+1%$4.5M$4.5M-$2.6K2026-10-21
CJM Wealth Advisers, Ltd.
DECREASED62,79764,153-1,356-2%$4.6M$4.4M-$136.8K2026-10-27
Boston Trust Walden Corp
INCREASED62,37859,678+2,700+5%$4.3M$4.4M+$152.5K2026-10-30
Bath Savings Trust Co
INCREASED62,22061,077+1,143+2%$4.4M$4.4M+$41.6K2026-10-07
Stevens Capital Partners
INCREASED62,16953,235+8,934+17%$3.8M$4.4M+$596.8K2026-10-29
Lodestone Wealth Management LLC
INCREASED61,96258,956+3,006+5%$4.2M$4.4M+$174.6K2026-10-14
Sowell Financial Services LLC
INCREASED61,77760,387+1,390+2%$4.3M$4.4M+$59.5K2026-10-23
Barrett & Company, Inc.
INCREASED61,75561,073+682+1%$4.4M$4.4M+$9.1K2026-10-22
Old Peak Finance LLC
INCREASED61,51061,506+4+0%$4.4M$4.3M-$39.1K2026-11-02
Washington Trust Advisors, Inc.
INCREASED61,49360,707+786+1%$4.3M$4.3M+$16.6K2026-10-22
Barry Investment Advisors, LLC
DECREASED61,33066,214-4,884-7%$4.7M$4.3M-$387.2K2026-10-14
Allodium Investment Consultants, LLC
DECREASED61,29861,732-434-1%$4.4M$4.3M-$70.2K2026-10-14
Soltis Investment Advisors LLC
INCREASED60,92852,144+8,784+17%$3.7M$4.3M+$586.9K2026-10-28
Shepherd Financial Partners LLC
INCREASED60,79360,784+9+0%$4.3M$4.3M-$38.3K2026-11-03
Essex Bank
DECREASED60,78860,837-490%$4.3M$4.3M-$42.4K2026-10-16
Elevate Capital Advisors, LLC
INCREASED60,69717,903+42,794+239%$1.3M$4.3M+$3.0M2026-11-02
Monument Capital Management
DECREASED60,67861,417-739-1%$4.4M$4.3M-$91.5K2026-10-09
Falcon Wealth Planning
INCREASED60,43353,780+6,653+12%$3.8M$4.3M+$435.4K2026-11-06
Atlantic Edge Private Wealth Management, LLC
DECREASED60,41061,070-660-1%$4.4M$4.3M-$85.7K2026-10-20
Waystone Advisors LLC
UNCHANGED60,15960,15900%$4.3M$4.3M$02026-10-16
Topel & Distasi Wealth Management, LLC
INCREASED59,90759,869+38+0%$4.3M$4.2M-$35.6K2026-11-05
Indivisible Partners
INCREASED59,46758,225+1,242+2%$4.1M$4.2M+$50.4K2026-10-26
Morling Financial Advisors, LLC
INCREASED59,15258,356+796+1%$4.2M$4.2M+$18.8K2026-10-28
Shepherd Street Advisors LLC
INCREASED59,05258,167+885+2%$4.1M$4.2M+$34.9K2026-10-21
Rockland Trust Co
DECREASED59,02659,963-937-2%$4.3M$4.2M-$104.5K2026-10-05
Van Cleef Asset Management,Inc
INCREASED58,88058,615+265+0%$4.2M$4.2M-$18.8K2026-10-20
Gray Private Wealth, LLC
DECREASED58,68359,292-609-1%$4.2M$4.1M-$80.9K2026-10-28
Cushing Capital Partners, LLC
DECREASED58,54860,768-2,220-4%$4.3M$4.1M-$195.6K2026-10-20
Stash Investments, LLC
INCREASED58,36223,150+35,212+152%$1.6M$4.1M+$2.5M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED58,30053,432+4,868+9%$3.8M$4.1M+$309.5K2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED58,00218,590+39,412+212%$1.3M$4.1M+$2.8M2026-10-14
HMV Wealth Advisors, LLC
INCREASED57,60057,310+290+1%$4.1M$4.1M-$16.2K2026-10-27
Centerline Wealth Advisors, LLC
INCREASED57,22957,044+185+0%$4.1M$4.0M-$23.4K2026-10-15
One Day In July LLC
DECREASED57,02758,194-1,167-2%$4.1M$4.0M-$119.6K2026-10-30
Innova Wealth Partners
INCREASED56,93752,901+4,036+8%$3.8M$4.0M+$251.1K2026-10-21
Ascentis Independent Advisors
INCREASED56,8131,008+55,805+5536%$71.8K$4.0M+$3.9M2026-11-03
PFG Advisors
INCREASED56,78856,290+498+1%$4.0M$4.0M-$8092026-10-16
Monograph Wealth Advisors, LLC
INCREASED56,71222,725+33,987+150%$1.6M$4.0M+$2.4M2026-11-09
TPG Financial Advisors, LLC
DECREASED56,67057,539-869-2%$4.1M$4.0M-$98.2K2026-11-09
Cove Private Wealth, LLC
DECREASED56,30856,795-487-1%$4.0M$4.0M-$70.7K2026-10-28
Hutchens & Kramer Investment Management Group, LLC
DECREASED56,26356,614-351-1%$4.0M$4.0M-$61.0K2026-10-16
General Partner, Inc.
UNCHANGED55,57955,57900%$4.0M$3.9M-$35.6K2026-10-05
Montecito Bank & Trust
INCREASED55,09554,256+839+2%$3.9M$3.9M+$24.5K2026-10-01
Compass Financial Group, Inc
INCREASED55,02340,270+14,753+37%$2.9M$3.9M+$1.0M2026-10-13
Retirement Investment Advisors, Inc.
DECREASED55,00355,065-620%$3.8M$3.9M+$42.4K2026-10-22
BancFirst Trust & Investment Management
DECREASED54,97555,072-970%$3.9M$3.9M+$7.4K2026-10-30
Fortis Capital Advisors, LLC
INCREASED54,87843,795+11,083+25%$3.1M$3.9M+$754.5K2026-11-09
ETF Portfolio Partners, Inc.
DECREASED54,78454,822-380%$3.9M$3.9M-$37.8K2026-10-22
CogentBlue Wealth Advisors, LLC
DECREASED54,72957,784-3,055-5%$4.1M$3.9M-$252.7K2026-10-09
Elevation Wealth Partners, LLC
INCREASED54,71753,755+962+2%$3.8M$3.9M+$33.6K2026-10-07
Mullaney, Keating & Wright, Inc.
DECREASED54,53057,909-3,379-6%$4.1M$3.9M-$275.7K2026-10-19
Sherman Wealth Management LLC
INCREASED54,32950,976+3,353+7%$3.6M$3.8M+$204.2K2026-10-16
Birchwood Financial Partners, Inc.
INCREASED54,02647,807+6,219+13%$3.4M$3.8M+$408.5K2026-11-02
Family Wealth Partners, LLC
DECREASED54,00255,990-1,988-4%$4.0M$3.8M-$176.2K2026-10-20
Weinberger Asset Management, Inc
DECREASED53,85254,337-485-1%$3.8M$3.8M-$34.8K2026-10-28
Collective Family Office LLC
DECREASED53,71054,731-1,021-2%$3.9M$3.8M-$107.1K2026-10-05
Shrier Wealth Management, LLC
INCREASED53,37853,356+22+0%$3.8M$3.8M-$32.6K2026-10-20
Maltin Wealth Management, Inc.
INCREASED53,33653,245+91+0%$3.8M$3.8M-$27.6K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED53,33456,725-3,391-6%$4.0M$3.8M-$275.7K2026-11-04
Beam Wealth Advisors, Inc.
INCREASED53,17138,925+14,246+37%$2.8M$3.8M+$981.0K2026-11-03
Beacon Financial Group
UNCHANGED53,10853,10800%$3.8M$3.7M-$34.0K2026-10-19
Uptown Financial Advisors LLC
DECREASED52,96353,094-1310%$3.8M$3.7M-$43.3K2026-10-15
N.E.W. Advisory Services LLC
INCREASED52,75652,463+293+1%$3.7M$3.7M-$12.9K2026-11-09
Palatine Hill Wealth Management, LLC
INCREASED52,72052,714+6+0%$3.8M$3.7M-$33.3K2026-11-03
Leisure Capital Management
INCREASED52,61346,977+5,636+12%$3.3M$3.7M+$367.9K2026-11-03
MY Wealth Management Inc.
INCREASED52,61349,431+3,182+6%$3.5M$3.7M+$193.0K2026-10-21
Greenleaf Trust
INCREASED52,60151,294+1,307+3%$3.7M$3.7M+$59.5K2026-10-29
Shaker Financial Services, LLC
INCREASED52,53152,403+128+0%$3.7M$3.7M-$24.5K2026-10-14
AlTi Global, Inc.
INCREASED52,52050,873+1,647+3%$3.6M$3.7M+$83.7K2026-11-09
Covestor Ltd
INCREASED52,10150,745+1,356+3%$3.6M$3.7K-$3.6M2026-10-30
Baron Wealth Management LLC
INCREASED51,73651,693+43+0%$3.7M$3.7M-$30.0K2026-10-27
Squarepoint Ops LLC
INCREASED51,59813,862+37,736+272%$987.7K$3.6M+$2.7M2026-11-09
Maseco LLP
INCREASED51,55336,882+14,671+40%$2.6M$3.6M+$1.0M2026-10-27
StoneX Group Inc.
INCREASED51,52348,958+2,565+5%$3.5M$3.6M+$158.4K2026-11-03
Gryphon Financial Partners LLC
INCREASED51,47347,197+4,276+9%$3.4M$3.6M+$271.8K2026-11-04
RTD Financial Advisors, Inc.
DECREASED51,22251,980-758-1%$3.7M$3.6M-$86.8K2026-10-09
Hurley Capital, LLC
INCREASED51,15545,094+6,061+13%$3.2M$3.6M+$399.1K2026-11-05
Firestone Capital Management
DECREASED51,07752,288-1,211-2%$3.7M$3.6M-$119.0K2026-11-03
GS Investments, Inc.
UNCHANGED51,06551,06500%$3.6M$3.6M-$32.7K2026-11-05
Legacy Financial Advisors, Inc.
DECREASED50,65953,466-2,807-5%$3.8M$3.6M-$232.4K2026-11-09
KFG LLC
NEW50,500—+50,500——$3.6M—2026-11-02
King Luther Capital Management Corp
INCREASED50,26149,755+506+1%$3.5M$3.5M+$3.9K2026-11-05
PCA Investment Advisory Services Inc.
INCREASED50,18647,235+2,951+6%$3.4M$3.5M+$178.1K2026-10-13
Lane Brothers & Co Inc
DECREASED49,90780,939-31,032-38%$5.8M$3.5M-$2.2M2026-11-02
Archford Capital Strategies, LLC
INCREASED49,42947,429+2,000+4%$3.4M$3.5M+$110.9K2026-10-19
Acorn Wealth Advisors, LLC
DECREASED49,41155,492-6,081-11%$4.0M$3.5M-$464.9K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED49,39747,021+2,376+5%$3.4M$3.5M+$137.7K2026-11-05
Compass Ion Advisors, LLC
INCREASED49,12046,212+2,908+6%$3.3M$3.5M+$175.8K2026-10-23
Flagstar Securities, Inc
INCREASED49,01437,223+11,791+32%$2.7M$3.5M+$808.7K2026-10-15
Wesbanco Bank Inc
DECREASED48,87467,973-19,099-28%$4.8M$3.5M-$1.4M2026-11-04
Fulton Bank, N.A.
INCREASED48,77648,610+166+0%$3.5M$3.4M-$19.4K2026-10-14
Integrity Alliance, Llc.
INCREASED48,71748,069+648+1%$3.4M$3.4M+$15.0K2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED48,70711,757+36,950+314%$837.7K$3.4M+$2.6M2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED48,62447,264+1,360+3%$3.4M$3.4M+$67.4K2026-10-14
Arbor Wealth Advisors LLC
INCREASED48,37646,636+1,740+4%$3.3M$3.4M+$93.0K2026-10-09
Delta Financial Advisors LLC
INCREASED48,32445,891+2,433+5%$3.3M$3.4M+$142.4K2026-10-27
Carnegie Investment Counsel
INCREASED48,1809,701+38,479+397%$691.2K$3.4M+$2.7M2026-10-20
Bayban
UNCHANGED47,95347,95300%$3.4M$3.4M$02026-11-05
Asset Dedication, LLC
DECREASED47,91751,566-3,649-7%$3.7M$3.4M-$290.6K2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED47,83447,582+252+1%$3.3M$3.4M+$29.6K2026-10-09
DB Fitzpatrick & Co, Inc
DECREASED47,82548,690-865-2%$3.5M$3.4M-$92.2K2026-10-19
Quadrant Capital Group LLC
DECREASED47,78355,087-7,304-13%$3.9M$3.3M-$577.3K2026-10-20
Archvest Wealth Advisors, Inc.
DECREASED47,59048,361-771-2%$3.4M$3.4M-$85.4K2026-10-29
Larson Financial Group LLC
INCREASED47,41933,877+13,542+40%$2.4M$3.3M+$934.5K2026-11-05
Atlatl Advisers LLC
DECREASED47,40549,729-2,324-5%$3.5M$3.3M-$195.9K2026-10-22
Thrive Wealth Management, LLC
INCREASED47,30544,937+2,368+5%$3.2M$3.3M+$138.4K2026-10-13
Guidance Capital, Inc
DECREASED46,97647,652-676-1%$3.3M$3.3M-$67.1K2026-11-03
AMG National Trust Bank
DECREASED46,89248,515-1,623-3%$3.5M$3.3M-$145.6K2026-11-05
Inscription Capital, LLC
DECREASED46,86047,698-838-2%$3.4M$3.3M-$89.7K2026-11-02
Summit Asset Management, LLC
UNCHANGED46,65446,65400%$3.3M$3.3M-$29.9K2026-11-05
Benchmark Financial, LLC
INCREASED46,30346,107+196+0%$3.3M$3.3M-$15.7K2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED46,18746,18700%$3.3M$3.3M-$29.6K2026-10-27
Whipplewood Advisors, LLC
INCREASED46,01244,020+1,992+5%$3.1M$3.2M+$112.5K2026-10-20
RCW Management, LLC
INCREASED45,99445,624+370+1%$3.3M$3.2M-$3.1K2026-10-30
Navigate Wealth Management, LLC
INCREASED45,73229,423+16,309+55%$2.1M$3.2M+$1.2M2026-10-14
Jefferson Bridge Capital, LLC
INCREASED45,31945,256+63+0%$3.2M$3.2M-$24.5K2026-11-06
Luminvest Wealth Management LLC
DECREASED44,52072,323-27,803-38%$5.2M$3.1M-$2.0M2026-10-14
Richardson Financial Services Inc.
INCREASED44,04241,799+2,243+5%$3.0M$3.1M+$131.6K2026-10-30
Holos Integrated Wealth LLC
INCREASED43,84541,595+2,250+5%$2.9M$3.0M+$97.0K2026-10-23
Mcdonald Partners LLC
INCREASED43,83441,013+2,821+7%$2.9M$3.1M+$173.0K2026-11-03
MCF Advisors LLC
INCREASED43,79842,562+1,236+3%$3.0M$3.1M+$60.0K2026-10-28
United Community Bank
INCREASED43,51838,384+5,134+13%$2.7M$3.1M+$337.9K2026-10-28
C2c Wealth Management, LLC
DECREASED43,51143,861-350-1%$3.1M$3.1M-$52.8K2026-10-20
J. R. Prunier Capital Management LLC
INCREASED43,36843,263+105+0%$3.1M$3.1M-$20.2K2026-11-09
Money Concepts Capital Corp
INCREASED43,3248,453+34,871+413%$602.3K$3.1M+$2.5M2026-11-06
Certior Financial Group, LLC
INCREASED43,31342,724+589+1%$3.0M$3.1M+$14.3K2026-10-19
Watershed Private Wealth LLC
INCREASED43,17036,584+6,586+18%$2.6M$3.0M+$441.6K2026-10-30
Adirondack Capital Advisors, LLC
INCREASED42,95741,299+1,658+4%$2.9M$3.0M+$90.6K2026-10-09
Diversified Portfolios, Inc.
DECREASED42,81043,076-266-1%$3.1M$3.0M-$46.4K2026-11-04
Security Benefit Life Insurance Co
INCREASED42,70035,500+7,200+20%$2.5M$3.0M+$485.7K2026-11-05
SVB Wealth LLC
DECREASED42,63356,824-14,191-25%$4.0M$3.0M-$1.0M2026-11-06
Trek Financial, LLC
DECREASED42,56947,151-4,582-10%$3.4M$3.0M-$353.7K2026-10-29
May Hill Capital, LLC
DECREASED42,20142,575-374-1%$3.0M$3.0M-$53.6K2026-11-03
Interchange Capital Partners, LLC
INCREASED42,19542,025+170+0%$3.0M$3.0M-$14.9K2026-10-28
Andrews Advisory Associates, LLC
DECREASED41,83445,052-3,218-7%$3.2M$3.0M-$256.1K2026-10-15
Fire Capital Management LLC
INCREASED41,66215,171+26,491+175%$1.1M$2.9M+$1.9M2026-10-27
Maryland Capital Advisors Inc.
DECREASED41,65742,318-661-2%$3.0M$2.9M-$73.8K2026-10-15
Allen Capital Group, LLC
DECREASED41,63341,865-232-1%$3.0M$2.9M-$43.2K2026-10-27
Cogent Private Wealth, Inc.
DECREASED41,38741,698-311-1%$3.0M$2.9M-$48.6K2026-11-06
Archer Investment Corp
DECREASED41,35941,609-250-1%$3.0M$2.9M-$44.3K2026-11-05
Bison Wealth, LLC
INCREASED40,87740,335+542+1%$2.9M$2.9M-$40.4K2026-10-13
Avantax Planning Partners, Inc.
DECREASED40,65944,798-4,139-9%$3.2M$2.9M-$320.9K2026-11-03
Family CFO Inc
INCREASED40,60639,454+1,152+3%$2.8M$2.9M+$56.1K2026-10-30
Hegarty Advisors, LLC
INCREASED40,49127,595+12,896+47%$2.0M$2.9M+$892.9K2026-10-20
Bahl & Gaynor LLC
DECREASED40,48041,028-548-1%$2.9M$2.9M-$65.0K2026-11-05
Gridiron Partners, LLC
INCREASED40,44427,048+13,396+50%$1.9M$2.9M+$928.6K2026-10-08
Curry Webb Wealth Management LLC
UNCHANGED40,36940,36900%$2.9M$2.9M$02026-10-22
Riverchase Wealth Management, LLC
UNCHANGED40,25340,25300%$2.9M$2.8M-$25.8K2026-10-28
Platform Technology Partners
INCREASED40,23535,536+4,699+13%$2.5M$2.8M+$309.0K2026-11-02
Connecticut Capital Management Group, LLC
DECREASED40,13840,304-1660%$2.9M$2.8M-$37.5K2026-10-29
Solstein Capital, LLC
INCREASED40,00439,907+97+0%$2.8M$2.8M-$18.7K2026-11-02
Appleton Partners Inc
DECREASED39,68640,186-500-1%$2.9M$2.8K-$2.9M2026-10-30
Schaper Benz & Wise Investment Counsel Inc
INCREASED39,65321,590+18,063+84%$1.5M$2.8M+$1.3M2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED39,32236,696+2,626+7%$2.6M$2.8M+$161.9K2026-10-29
Sherry Group, Inc.
INCREASED39,03238,877+155+0%$2.8M$2.8M-$1.0K2026-10-09
Clientfirst Wealth Management, LLC
DECREASED38,56238,974-412-1%$2.8M$2.7M-$54.0K2026-11-04
Ironwood Investment Counsel, LLC
DECREASED38,46639,261-795-2%$2.8M$2.7M-$81.3K2026-11-10
Viewpoint Investment Partners Corp
UNCHANGED38,46138,46100%$2.7M$2.7M-$24.6K2026-10-26
Davidson Trust Co
DECREASED38,39838,529-1310%$2.7M$2.7M-$34.1K2026-10-09
Great Lakes Advisors, LLC
DECREASED38,38993,950-55,561-59%$6.7M$2.7M-$4.0M2026-11-06
Clear Retirement Advice LLC
DECREASED38,32742,061-3,734-9%$3.0M$2.7M-$290.6K2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED38,20439,652-1,448-4%$2.8M$2.7M-$127.6K2026-11-04
Private Wealth Management Group, LLC
INCREASED38,05737,789+268+1%$2.7M$2.7M-$5.3K2026-10-19
Capital Asset Managemnet, LLC
INCREASED37,94836,361+1,587+4%$2.6M$2.7M+$88.8K2026-11-09
Kennebec Savings Bank
DECREASED37,75937,852-930%$2.7M$2.7M-$30.8K2026-10-22
Financial Planning Hawaii, Inc.
INCREASED37,69135,766+1,925+5%$2.5M$2.7M+$113.1K2026-10-13
Cullen T Bankers, Inc.
DECREASED37,67740,107-2,430-6%$2.9M$2.7M-$197.2K2026-10-28
Capital City Trust Co
DECREASED37,62141,790-4,169-10%$3.0M$2.7M-$321.1K2026-10-22
Victory Financial Group, LLC
DECREASED37,30737,397-900%$2.7M$2.6M-$30.3K2026-10-27
Ceera Investments, LLC
INCREASED37,2074,069+33,138+814%$289.9K$2.6M+$2.3M2026-11-02
AFG Fiduciary Services Limited Partnership
INCREASED37,07233,699+3,373+10%$2.4M$2.6M+$211.0K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED36,74037,511-771-2%$2.7M$2.6M-$78.4K2026-10-26
Sage Capital Advisors,llc
INCREASED36,66735,622+1,045+3%$2.5M$2.6M+$51.0K2026-10-13
Exchange Bank
INCREASED36,62431,223+5,401+17%$2.2M$2.6M+$361.4K2026-10-07
Entrewealth, LLC
INCREASED36,60532,952+3,653+11%$2.4M$2.6M+$208.2K2026-10-14
Clifford Swan Investment Counsel LLC
INCREASED36,57236,069+503+1%$2.6M$2.6M+$12.4K2026-11-05
Keeler Thomas Management LLC
INCREASED36,54718,626+17,921+96%$1.3M$2.6M+$1.3M2026-10-29
Phillip James Consulting Co.
DECREASED36,51437,298-784-2%$2.7M$2.6M-$79.2K2026-11-03
Capital Investment Advisors, LLC
INCREASED36,37733,506+2,871+9%$2.4M$2.6M+$181.2K2026-10-22
William Howard & Co Financial Advisors Inc
DECREASED36,28236,641-359-1%$2.6M$2.6M-$48.8K2026-11-04
Aquire Wealth Advisors, LLC
DECREASED36,07336,214-1410%$2.6M$2.5M-$33.1K2026-10-23
AUA Capital Management, LLC
UNCHANGED36,06936,06900%$2.6M$2.5M-$23.0K2026-10-15
Bell Bank
UNCHANGED35,84635,84600%$2.6M$2.5M-$22.9K2026-10-21
Legacy Bridge, LLC
DECREASED35,73436,195-461-1%$2.6M$2.5M-$55.7K2026-10-28
Harmony Asset Management LLC
INCREASED35,70329,877+5,826+20%$2.1M$2.5M+$392.3K2026-10-20
Thompson Siegel & Walmsley LLC
UNCHANGED35,61535,61500%$2.5M$2.5K-$2.5M2026-11-05
Riverbend Wealth Management, LLC
INCREASED35,5424,223+31,319+742%$300.9K$2.5M+$2.2M2026-10-15
FSM Wealth Advisors, LLC
DECREASED35,37635,539-1630%$2.5M$2.5M-$60.8K2026-10-27
Trust Co of Toledo NA
DECREASED35,33451,058-15,724-31%$3.6M$2.5M-$1.1M2026-10-16
HighPoint Advisor Group LLC
INCREASED35,21431,927+3,287+10%$2.3M$2.5M+$211.7K2026-11-09
Verdence Capital Advisors LLC
INCREASED35,08131,595+3,486+11%$2.3M$2.5M+$225.9K2026-10-26
Washington Trust Co
DECREASED35,02235,210-188-1%$2.5M$2.5M-$35.8K2026-10-22
Landmark Wealth Management, LLC
DECREASED35,01735,597-580-2%$2.5M$2.5M-$63.7K2026-11-03
Atala Financial Inc
INCREASED34,81032,190+2,620+8%$2.3M$2.5M+$164.4K2026-10-22
LongView Wealth Management
DECREASED34,65235,879-1,227-3%$2.6M$2.4M-$109.5K2026-10-19
Eagle Bluffs Wealth Management LLC
DECREASED34,47434,517-430%$2.5M$2.4M-$25.1K2026-10-20
Greystone Financial Group, LLC
INCREASED34,44534,356+89+0%$2.4M$2.4M-$15.7K2026-10-26
Pacific Park Financial, Inc.
DECREASED34,24934,297-480%$2.4M$2.4M-$25.3K2026-10-13
CMH Wealth Management LLC
DECREASED34,22535,800-1,575-4%$2.6M$2.4M-$134.1K2026-10-22
Evermay Wealth Management LLC
DECREASED34,12134,574-453-1%$2.5M$2.4M-$54.1K2026-11-05
Insight 2811, Inc.
INCREASED34,05333,585+468+1%$2.4M$2.4M+$11.6K2026-11-06
Milestone Asset Management Group, LLC
INCREASED34,03132,540+1,491+5%$2.3M$2.4M+$84.4K2026-10-20
Crestwood Advisors Group, LLC
INCREASED33,97232,304+1,668+5%$2.3M$2.4M+$97.1K2026-10-27
Angeles Investment Advisors, LLC
INCREASED33,9184,485+29,433+656%$319.6K$2.4M+$2.1M2026-10-22
Downshift Financial, LLC
DECREASED33,84234,709-867-2%$2.5M$2.4M-$83.4K2026-10-13
Beacon Advisors Holdings, LLC
INCREASED33,76333,681+82+0%$2.4M$2.4M-$15.8K2026-10-27
Seven Mile Advisory
DECREASED33,63134,460-829-2%$2.5M$2.4M-$80.6K2026-10-22
Andina Capital Management, LLC
DECREASED33,57438,894-5,320-14%$2.8M$2.4M-$400.5K2026-10-21
Wincap Financial LLC
DECREASED33,34434,486-1,142-3%$2.5M$2.4M-$102.7K2026-10-20
Owl Creek Wealth Partners LLC
DECREASED33,29433,733-439-1%$2.4M$2.4M-$52.6K2026-10-20
Confluence Wealth Services, Inc.
INCREASED33,22532,728+497+2%$2.3M$2.3M+$14.1K2026-11-05
Krilogy Financial LLC
INCREASED33,17428,871+4,303+15%$2.1M$2.3M+$263.5K2026-10-13
Carl P. Sherr & Co., LLC
INCREASED33,06132,392+669+2%$2.3M$2.3M+$26.5K2026-11-06
Global Financial Private Client, LLC
DECREASED33,06034,522-1,462-4%$2.5M$2.3M-$125.3K2026-10-15
Fermata Advisors, LLC
DECREASED33,04434,009-965-3%$2.4M$2.3M-$89.9K2026-10-13
Outlook Wealth Advisors, LLC
INCREASED32,79730,507+2,290+8%$2.2M$2.3M+$142.1K2026-10-28
Eagle Bay Advisors LLC
DECREASED32,70445,079-12,375-27%$3.2M$2.3M-$902.7K2026-10-16
Gamma Investing LLC
INCREASED32,70432,146+558+2%$2.3M$2.3M+$18.8K2026-10-08
Glenview Trust Co
INCREASED32,69330,051+2,642+9%$2.1M$2.3M+$167.3K2026-10-28
Generations Wealth, LLC
INCREASED32,64028,888+3,752+13%$2.1M$2.3M+$246.4K2026-11-09
Bigelow Investment Advisors, LLC
DECREASED32,61533,290-675-2%$2.4M$2.3M-$69.0K2026-10-13
3 Factor Indexing, LLC
INCREASED32,32931,953+376+1%$2.3M$2.3M+$6.1K2026-10-15
Jeter Robert S II
NEW32,129—+32,129——$2.3M—2026-10-16
Charis Legacy Partners, LLC
DECREASED31,93432,101-167-1%$2.3M$2.3M-$32.4K2026-10-22
Cranbrook Wealth Management, LLC
DECREASED31,88632,421-535-2%$2.3M$2.3M-$58.5K2026-10-28
Everhart Financial Group, Inc.
INCREASED31,78631,199+587+2%$2.2M$2.2M+$21.5K2026-10-08
Hardy Reed LLC
DECREASED31,73332,326-593-2%$2.3M$2.2M-$62.6K2026-11-06
CX Institutional
INCREASED31,58731,279+308+1%$2.2K$2.2K+$12026-10-02
Moneco Advisors, LLC
DECREASED31,54732,288-741-2%$2.3M$2.2M-$73.0K2026-11-05
Bangor Savings Bank
DECREASED31,50840,082-8,574-21%$2.9M$2.2M-$631.1K2026-10-06
Steinberganna Wealth Management
INCREASED31,46731,459+8+0%$2.2M$2.2M-$19.6K2026-10-23
Pecaut & Co.
INCREASED31,41230,802+610+2%$2.2M$2.2M+$23.4K2026-10-27
Global Assets Advisory, LLC
INCREASED31,37129,240+2,131+7%$2.1M$2.2M+$171.1K2026-10-28
Wealthcare Capital Partners, LLC
INCREASED31,31729,625+1,692+6%$2.1M$2.2M+$100.5K2026-10-21
Northstar Asset Management Co
DECREASED31,25531,630-375-1%$2.2M$2.2M-$13.3K2026-10-22
Tennessee Valley Asset Management Partners
DECREASED31,18735,045-3,858-11%$2.5M$2.2M-$294.9K2026-11-03
Synergy Asset Management, LLC
INCREASED31,12030,650+470+2%$2.2M$2.2M+$13.6K2026-11-05
McNaughton Wealth Management, LLC
INCREASED31,10029,182+1,918+7%$2.1M$2.2M+$116.7K2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED31,07227,561+3,511+13%$2.0M$2.2M+$230.3K2026-10-13
Kestra Investment Management, LLC
DECREASED31,00433,724-2,720-8%$2.4M$2.2M-$213.6K2026-11-04
Aries Wealth Management
UNCHANGED31,00031,00000%$2.2M$2.2M-$19.8K2026-10-23
Heritage Investment Group, Inc.
UNCHANGED30,99930,99900%$2.2M$2.2M-$19.8K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED30,96824,755+6,213+25%$1.4M$2.2K-$1.4M2026-11-04
4Wealth Advisors, Inc.
NEW30,913—+30,913——$2.2M—2026-10-13
Tufton Capital Management
INCREASED30,80026,814+3,986+15%$1.9M$2.2K-$1.9M2026-10-20
Oarsman Capital, Inc.
DECREASED30,66431,765-1,101-3%$2.3M$2.2M-$98.1K2026-11-05
Lutz Financial Services LLC
DECREASED30,61730,620-30%$2.2M$2.2M-$19.8K2026-11-06
TruNorth Capital Management, LLC
UNCHANGED30,56230,56200%$2.2M$2.2M-$19.6K2026-10-14
Affinity Capital Advisors, LLC
DECREASED30,43530,446-110%$2.2M$2.1M-$47.7K2026-10-13
Quantify Chaos Advisors, LLC
INCREASED30,34527,764+2,581+9%$2.0M$2.1M+$164.5K2026-11-04
S&A Financial Services, Inc.
INCREASED30,28530,222+63+0%$2.2M$2.1M-$14.9K2026-11-03
Institute for Wealth Management, Llc.
INCREASED30,23530,150+85+0%$2.1M$2.1M-$13.3K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED30,19928,981+1,218+4%$2.1K$2.1K+$672026-10-27
J. Safra Sarasin Holding AG
UNCHANGED30,00030,00000%$1.9M$1.9M$02026-10-26
Compass Wealth Management LLC
INCREASED29,99828,518+1,480+5%$2.0M$2.1M+$86.3K2026-10-22
SBK Financial, Inc.
UNCHANGED29,99129,99100%$2.1M$2.1M-$19.2K2026-11-02
Peoples Financial Services Corp.
UNCHANGED29,93029,93000%$2.1M$2.1M-$19.2K2026-10-20
Breakwater Capital Group
DECREASED29,87829,879-10%$2.1M$2.1M-$19.2K2026-10-09
Topor & Co. Korea
UNCHANGED29,77129,77100%$2.1M$2.1M-$19.1K2026-10-22
MMA Asset Management LLC
INCREASED29,54128,295+1,246+4%$2.0M$2.1M+$69.9K2026-11-02
IFG Advisory, LLC
DECREASED29,38134,114-4,733-14%$2.4M$2.1M-$356.0K2026-11-09
Gibbs Wealth Management
INCREASED29,29825,724+3,574+14%$1.8M$2.1M+$235.9K2026-10-22
Parcion Private Wealth LLC
UNCHANGED29,18629,18600%$2.1M$2.1M-$18.7K2026-10-28
Aaron Wealth Advisors LLC
INCREASED29,1274,798+24,329+507%$341.9K$2.1M+$1.7M2026-10-13
Fingerlakes Wealth Management, Inc.
INCREASED29,07625,600+3,476+14%$1.8M$2.1M+$229.1K2026-11-04
Rainier Family Wealth Inc
INCREASED29,01927,391+1,628+6%$2.0M$2.0M+$97.4K2026-11-02
Aprio Wealth Management, LLC
INCREASED28,96826,336+2,632+10%$1.9M$2.0M+$169.0K2026-10-28
Sunburst Financial Group, LLC
DECREASED28,79928,881-820%$2.1M$2.0M-$24.2K2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED28,52928,021+508+2%$2.0M$2.0M+$17.9K2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
INCREASED28,45527,332+1,123+4%$1.9M$2.0M+$61.8K2026-10-19
Howland Capital Management LLC
INCREASED28,40728,184+223+1%$2.0M$2.0M-$2.3K2026-10-22
Daymark Wealth Partners, LLC
INCREASED28,32728,170+157+1%$2.0M$2.0M-$7.0K2026-11-04
Seven Bridges Advisors LLC
UNCHANGED28,24528,24500%$2.0M$2.0M-$18.1K2026-10-07
Milestone Investment Advisors LLC
UNCHANGED28,11428,11400%$2.0M$2.0M-$18.0K2026-11-05
Bernicke Wealth Management, Ltd.
UNCHANGED28,03128,03100%$2.0M$2.0M-$17.9K2026-11-06
Cohen Investment Advisors LLC
DECREASED28,02928,114-850%$2.0M$2.0M-$24.0K2026-10-20
Aureum Wealth Management, LLC
DECREASED27,91028,043-1330%$2.0M$2.0M-$27.3K2026-10-15
Sterling Financial Planning, Inc.
DECREASED27,88728,535-648-2%$2.0M$2.0M-$64.0K2026-10-28
Peck Wealth Management, LLC
INCREASED27,73927,229+510+2%$1.9M$2.0M+$18.5K2026-10-29
Fiscal Wisdom Wealth Management, LLC
INCREASED27,72623,158+4,568+20%$1.7M$2.0M+$307.7K2026-10-16
Earned Wealth Advisors, LLC
INCREASED27,68124,131+3,550+15%$1.7M$2.0M+$235.2K2026-11-06
Heirloom Wealth Management
INCREASED27,67027,628+42+0%$2.0M$2.0M-$14.7K2026-10-14
Almanack Investment Partners, Llc.
DECREASED27,54238,268-10,726-28%$2.7M$1.9M-$781.9K2026-11-03
XML Financial, LLC
DECREASED27,52630,054-2,528-8%$2.1M$1.9M-$197.7K2026-10-29
Vertrix Wealth Management, LLC
INCREASED27,46425,696+1,768+7%$1.8M$1.9M+$108.4K2026-10-13
Advus Financial Partners, LLC
DECREASED27,43127,949-518-2%$2.0M$1.9M-$54.5K2026-10-20
Level Four Advisory Services, LLC
DECREASED27,29332,561-5,268-16%$2.3M$1.9M-$392.8K2026-11-06
Golden State Wealth Management, LLC
INCREASED26,91919,106+7,813+41%$1.4M$1.9M+$539.5K2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED26,84526,805+40+0%$1.9M$1.9M-$14.3K2026-10-13
Eagle Global Advisors LLC
INCREASED26,79511,795+15,000+127%$840.4K$1.9M+$1.1M2026-11-02
Hall Laurie J Trustee
UNCHANGED26,66926,66900%$1.9M$1.9M-$17.1K2026-10-06
Midland Wealth Advisors, LLC
INCREASED26,65425,658+996+4%$1.8M$1.9M+$53.9K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED26,53724,905+1,632+7%$1.8M$1.9M+$99.3K2026-10-26
RKL Wealth Management LLC
INCREASED26,49422,658+3,836+17%$1.6M$1.9M+$256.3K2026-10-16
Gerber Kawasaki Wealth & Investment Management
INCREASED26,46124,806+1,655+7%$1.8M$1.9M+$101.0K2026-10-29
Motco
INCREASED26,45724,802+1,655+7%$1.8M$1.9M+$101.0K2026-11-09
LexAurum Advisors, LLC
INCREASED26,45422,124+4,330+20%$1.6M$1.9M+$291.6K2026-10-19
Schear Investment Advisers, LLC
NEW26,401—+26,401——$1.9M—2026-10-14
Tempo Wealth, LLC
INCREASED26,40122,734+3,667+16%$1.6M$1.9M+$244.4K2026-10-14
Busey Bank
DECREASED26,35127,461-1,110-4%$2.0M$1.9M-$96.0K2026-10-26
Mccarter Private Wealth Services LLC
INCREASED26,19023,497+2,693+11%$1.7M$1.8M+$175.1K2026-10-22
Baxter Bros Inc
INCREASED26,08626,043+43+0%$1.9M$1.8M-$13.6K2026-11-04
Sunpointe, LLC
INCREASED25,99624,030+1,966+8%$1.7M$1.8M+$123.4K2026-10-22
Baker Boyer National Bank
UNCHANGED25,89025,89000%$1.8M$1.8M-$16.6K2026-11-05
Sunbeam Capital Management, LLC
INCREASED25,85522,995+2,860+12%$1.6M$1.8M+$187.2K2026-11-05
Align Financial, LLC
INCREASED25,83425,594+240+1%$1.8M$1.8M+$5562026-10-16
Sendero Wealth Management, LLC
DECREASED25,81426,045-231-1%$1.9M$1.8M-$33.0K2026-10-14
Orgel Wealth Management, LLC
DECREASED25,76532,732-6,967-21%$2.3M$1.8M-$512.9K2026-10-14
RCS Financial Planning, LLC
DECREASED25,76330,855-5,092-16%$2.2M$1.8M-$379.3K2026-10-14
Migdal Insurance & Financial Holdings Ltd.
NEW25,633—+25,633——$1.8M—2026-11-09
Five Oceans Advisors
DECREASED25,55530,043-4,488-15%$2.1M$1.8M-$336.1K2026-10-22
Quadrant Private Wealth Management, LLC
NEW25,467—+25,467——$1.8M—2026-11-04
WBH Advisory Inc
DECREASED25,27227,889-2,617-9%$2.0M$1.8M-$202.7K2026-11-05
Colony Family Offices, LLC
DECREASED25,24625,618-372-1%$1.8M$1.8M-$42.7K2026-10-22
Flower City Capital
INCREASED25,24224,576+666+3%$1.8M$1.8M+$31.3K2026-10-15
Rossby Financial, LCC
DECREASED25,13238,569-13,437-35%$2.7M$1.8M-$933.4K2026-11-05
OFC Financial Planning, LLC
INCREASED25,08524,958+127+1%$1.8M$1.8M-$7.0K2026-11-06
Tctc Holdings, LLC
INCREASED25,04524,408+637+3%$1.7M$1.8M+$29.4K2026-11-02
MTM Investment Management, LLC
INCREASED24,98718,230+6,757+37%$1.3M$1.8M+$465.4K2026-10-30
Silver Grove Financial Group, Inc.
DECREASED24,94025,078-138-1%$1.8M$1.8M-$25.8K2026-11-05
World Equity Group, Inc.
DECREASED24,80549,581-24,776-50%$3.5M$1.8M-$1.8M2026-10-14
Sensible Money, LLC
DECREASED24,59329,280-4,687-16%$2.1M$1.7M-$349.7K2026-10-20
Midwest Capital Advisors, LLC
INCREASED24,58824,568+20+0%$1.8M$1.7M-$14.3K2026-11-04
Meridian Investment Counsel Inc.
DECREASED24,53724,893-356-1%$1.8M$1.7M-$41.1K2026-10-14
Spire Wealth Management
DECREASED24,53128,554-4,023-14%$2.0M$1.7M-$302.3K2026-10-30
Curated Wealth Partners LLC
INCREASED24,51421,914+2,600+12%$1.6M$1.7M+$169.5K2026-10-15
Idaho Trust Co
INCREASED24,49519,545+4,950+25%$1.4M$1.7M+$337.0K2026-11-04
Gateway Investment Advisers LLC
INCREASED24,42711,446+12,981+113%$815.5K$1.7M+$909.3K2026-10-13
Smith Chas P & Associates PA Cpas
UNCHANGED24,39924,39900%$1.7M$1.7M-$42.9K2026-10-22
Optimist Retirement Group LLC
DECREASED24,34624,408-620%$1.7M$1.7M-$20.0K2026-10-30
White Lighthouse Investment Management Inc.
INCREASED24,33924,272+67+0%$1.7M$1.7M-$10.8K2026-10-21
Lavelle Capital LP
DECREASED24,33326,854-2,521-9%$1.9M$1.7M-$195.2K2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED24,22124,027+194+1%$1.7M$1.7M-$1.6K2026-10-09
Hardin Capital Partners, LLC
INCREASED23,95523,854+101+0%$1.7M$1.7M-$8.5K2026-10-09
Catalyst Financial Partners LLC
DECREASED23,94424,054-1100%$1.7M$1.7M-$23.2K2026-11-06
Clear Harbor Asset Management, LLC
INCREASED23,92222,289+1,633+7%$1.6M$1.7M+$101.1K2026-11-05
Accel Wealth Management
INCREASED23,87223,868+4+0%$1.7M$1.7M-$15.0K2026-10-13
Retirement Systems of Alabama
DECREASED23,79625,369-1,573-6%$1.8M$1.7M-$127.3K2026-11-04
Lake Street Private Wealth, LLC
INCREASED23,77522,672+1,103+5%$1.6M$1.7M+$63.3K2026-10-22
Stone Loft Wealth Management LLC
INCREASED23,75023,692+58+0%$1.7M$1.7M-$8852026-11-03
Blue Trust, Inc.
DECREASED23,74338,289-14,546-38%$2.7M$1.7M-$1.1M2026-10-15
Clear Investment Research, LLC
INCREASED23,73023,671+59+0%$1.7M$1.7M-$11.0K2026-11-06
Prosperity Planning, Inc.
DECREASED23,67823,783-1050%$1.7M$1.7M-$22.6K2026-10-09
Canvas Wealth Advisors, LLC
INCREASED23,65221,625+2,027+9%$1.5M$1.7M+$125.9K2026-11-02
Macroview Investment Management LLC
INCREASED23,60020,270+3,330+16%$1.4M$1.7M+$222.2K2026-10-26
Fiduciary Financial Group, LLC
INCREASED23,57023,451+119+1%$1.7M$1.7M-$6.7K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED23,55223,551+10%$1.7M$1.7M-$15.0K2026-11-06
New England Private Wealth Advisors LLC
INCREASED23,50123,464+37+0%$1.6M$1.7M+$23.7K2026-10-19
Nottingham Advisors, Inc.
DECREASED23,38125,951-2,570-10%$1.8M$1.6M-$154.8K2026-10-29
Stonehearth Capital Management, LLC
DECREASED23,37023,850-480-2%$1.7M$1.7M-$49.2K2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED23,23523,230+5+0%$1.7M$1.6M-$14.5K2026-10-15
RAM Investment Partners, LLC
INCREASED23,22316,804+6,419+38%$1.2M$1.6M+$442.5K2026-10-21
Innovative Wealth Building LLC
INCREASED23,22115,345+7,876+51%$1.1M$1.6M+$546.3K2026-10-14
First County Bank
INCREASED23,20618,287+4,919+27%$1.3M$1.6M+$335.6K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED23,03423,291-257-1%$1.7M$1.6M-$33.1K2026-11-05
Elevatus Welath Management
UNCHANGED23,00223,00200%$1.6M$1.6M-$14.7K2026-10-19
Family Capital Management, Inc.
INCREASED22,90222,701+201+1%$1.6M$1.6M-$3582026-11-03
Skyline Advisors, Inc.
INCREASED22,84217,543+5,299+30%$1.2M$1.6M+$362.9K2026-11-03
Rydar Equities, Inc.
DECREASED22,78322,874-910%$1.6M$1.6M+$2.8K2026-10-13
Compass Planning Associates Inc
DECREASED22,61223,926-1,314-5%$1.7M$1.6M-$108.1K2026-10-13
Probity Advisors, Inc.
UNCHANGED22,58822,58800%$1.6M$1.6M-$14.5K2026-10-23
Cannon Financial Strategists, Inc.
INCREASED22,54122,528+13+0%$1.6M$1.6M-$13.5K2026-10-19
RDA Financial Network
INCREASED22,50921,884+625+3%$1.6M$1.6M+$30.1K2026-10-15
Vista Capital Partners, Inc.
INCREASED22,49822,304+194+1%$1.6M$1.6M-$5762026-11-06
Benchmark Financial Wealth Advisors, LLC
INCREASED22,38022,229+151+1%$1.6M$1.6M-$3.6K2026-10-20
Chapin Davis, Inc.
INCREASED22,34621,335+1,011+5%$1.5M$1.6M+$57.8K2026-10-09
55 North Private Wealth, LLC
INCREASED22,30422,086+218+1%$1.6M$1.6M+$1.3K2026-10-20
ZWJ Investment Counsel Inc
NEW22,248—+22,248——$1.6M—2026-10-15
Key FInancial Inc
INCREASED22,23322,213+20+0%$1.6M$1.6M-$12.8K2026-11-02
McClarren Financial Advisors, Inc.
INCREASED22,19920,877+1,322+6%$1.5M$1.6M+$80.0K2026-10-15
Uptick Partners, LLC
INCREASED22,11819,679+2,439+12%$1.4M$1.6M+$159.6K2026-11-04
First American Bank
DECREASED21,89022,117-227-1%$1.6M$1.5M-$30.2K2026-10-27
SeaCrest Wealth Management, LLC
INCREASED21,83320,462+1,371+7%$1.5M$1.5M+$83.7K2026-10-21
NTV Asset Management LLC
DECREASED21,77421,924-150-1%$1.6M$1.5M-$24.6K2026-10-23
Vann Equity Management LLC
INCREASED21,73521,687+48+0%$1.5M$1.5M-$10.5K2026-10-08
Forvis Mazars Wealth Advisors, LLC
DECREASED21,63821,844-206-1%$1.6M$1.5M-$28.6K2026-10-13
Revisor Wealth Management LLC
INCREASED21,54721,498+49+0%$1.5M$1.5M-$24.0K2026-10-20
Clearwave Capital, LLC
DECREASED21,54223,187-1,645-7%$1.7M$1.5M-$131.0K2026-10-27
Traveka Wealth, LLC
UNCHANGED21,30321,30300%$1.5M$1.5M-$13.6K2026-10-19
AMI Investment Management Inc
UNCHANGED21,29121,29100%$1.5M$1.5M-$13.6K2026-10-27
Wealthcare Capital Management LLC
DECREASED21,28321,607-324-1%$1.5M$1.5M-$36.7K2026-10-21
City State Bank
DECREASED21,20425,910-4,706-18%$1.8M$1.5M-$348.9K2026-10-20
KFA Private Wealth Group, LLC
INCREASED21,10918,385+2,724+15%$1.3M$1.5M+$180.5K2026-10-07
Powers Advisory Group, LLC
INCREASED21,09620,240+856+4%$1.4M$1.5M+$47.5K2026-10-14
Peak Financial Management, Inc.
DECREASED21,05622,951-1,895-8%$1.6M$1.5M-$148.5K2026-10-16
Arsenal Capital Advisors LLC
UNCHANGED20,98520,98500%$1.5M$1.5M-$13.4K2026-11-02
KCM Investment Advisors LLC
DECREASED20,95320,973-200%$1.5M$1.5M-$14.8K2026-10-27
GreatBanc Trust Co
INCREASED20,92118,650+2,271+12%$1.3M$1.5M+$148.4K2026-11-04
Pacific Sage Partners, LLC
INCREASED20,86118,271+2,590+14%$1.3M$1.5M+$171.2K2026-10-21
Hansen & Associates Financial Group, Inc.
INCREASED20,85020,033+817+4%$1.4M$1.5M+$16.4K2026-11-09
Godfrey Financial Associates, Inc.
INCREASED20,80415,596+5,208+33%$1.1M$1.5M+$325.3K2026-11-10
Sterling Investment Management, LLC
DECREASED20,78120,809-280%$1.5M$1.5M-$15.3K2026-10-16
Financial Perspectives, Inc
INCREASED20,63320,632+10%$1.5M$1.5M-$13.2K2026-11-03
MKD Wealth Coaches, LLC
INCREASED20,60917,539+3,070+18%$1.2M$1.5M+$205.5K2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED20,57917,379+3,200+18%$1.2M$1.5M+$214.8K2026-10-19
ERn Financial, LLC
INCREASED20,57920,489+90+0%$1.5M$1.5M-$6.8K2026-10-28
Defined Wealth Management, LLC
DECREASED20,56220,792-230-1%$1.5M$1.5M-$29.5K2026-10-19
Mitchell Capital Management Co
DECREASED20,51920,968-449-2%$1.5M$1.4M-$45.1K2026-10-29
Willow Creek Wealth Management Inc.
INCREASED20,42311,415+9,008+79%$813.3K$1.4M+$628.8K2026-10-26
Stanley-Laman Group, Ltd.
INCREASED20,40020,366+34+0%$1.5M$1.4M-$10.7K2026-10-20
Pioneer Wealth Management Group
INCREASED20,26319,997+266+1%$1.4M$1.4M+$6.0K2026-10-09
EQ LLC
DECREASED20,24220,261-190%$1.4M$1.4M-$14.3K2026-11-09
Adamsbrown Wealth Consultants LLC
INCREASED20,22020,208+12+0%$1.4M$1.4M-$12.0K2026-10-20
MontVue Capital Management, Inc.
DECREASED20,17720,594-417-2%$1.5M$1.4M-$42.6K2026-10-19
Williams Jones Wealth Management, Llc.
INCREASED20,09119,905+186+1%$1.4M$1.4M+$3952026-11-05
Heck Capital Advisors, LLC
INCREASED20,08119,345+736+4%$1.4M$1.4M+$39.6K2026-10-14
Cape Investment Advisory, Inc.
DECREASED20,00420,208-204-1%$1.4M$1.4M-$27.3K2026-10-13
Diesslin Group, Inc.
DECREASED19,93221,039-1,107-5%$1.5M$1.4M-$91.6K2026-10-14
Roffman Miller Associates Inc
DECREASED19,86621,308-1,442-7%$1.5M$1.4M-$115.4K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED19,76919,781-120%$1.4M$1.4M-$13.5K2026-10-29
Financial Life Advisors
UNCHANGED19,74319,74300%$1.4M$1.4M-$12.6K2026-10-14
Integrated Capital Management, Inc.
DECREASED19,67320,099-426-2%$1.4M$1.4M-$43.0K2026-10-09
Southland Equity Partners LLC
DECREASED19,64842,028-22,380-53%$3.0M$1.4M-$1.6M2026-10-14
Kassira Wealth Management LLC
DECREASED19,63919,991-352-2%$1.4M$1.4M-$37.6K2026-10-28
Proactive Wealth Strategies LLC
DECREASED19,55121,831-2,280-10%$1.6M$1.4M-$175.1K2026-11-09
Wealth Advisory Solutions, LLC
DECREASED19,49719,929-432-2%$1.4M$1.4M-$43.3K2026-10-20
First Merchants Corp
INCREASED19,44519,299+146+1%$1.4M$1.4M-$2.0K2026-10-15
MBE Wealth Management, LLC
DECREASED19,42119,540-119-1%$1.4M$1.4M-$20.9K2026-10-26
Genesis Private Wealth, LLC
INCREASED19,40017,855+1,545+9%$1.3M$1.4M+$97.7K2026-11-02
PlanVest Financial, Inc
INCREASED19,38618,078+1,308+7%$1.3M$1.4M+$80.8K2026-11-09
Capital Squared Financial LLC
INCREASED19,30116,261+3,040+19%$1.2M$1.4M+$204.2K2026-10-30
Antonelli Financial Advisors, LLC
DECREASED19,18519,666-481-2%$1.4M$1.4M-$46.0K2026-10-13
NBH Bank
INCREASED19,11418,812+302+2%$1.3M$1.3M+$9.3K2026-11-05
Destiny Wealth Partners, LLC
NEW19,046—+19,046——$1.3M—2026-11-05
Godsey & Gibb, Inc
INCREASED18,96615,576+3,390+22%$1.1M$1.3M+$229.4K2026-10-14
3Chopt Investment Partners, LLC
DECREASED18,92319,341-418-2%$1.4M$1.3M-$41.9K2026-10-30
Fee-Only Financial Planning, L.C.
UNCHANGED18,89418,89400%$1.3M$1.3M-$12.1K2026-10-23
Mattern Capital Management, LLC
UNCHANGED18,87818,87800%$1.3M$1.3M-$12.1K2026-11-02
Clearstead Trust, LLC
INCREASED18,83014,840+3,990+27%$1.1M$1.3M+$272.2K2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED18,82218,250+572+3%$1.3M$1.3M+$28.7K2026-11-02
Central Pacific Bank - Trust Division
DECREASED18,70518,722-170%$1.3M$1.3M-$13.2K2026-10-06
Integrity Investment Advisors, LLC
INCREASED18,60817,166+1,442+8%$1.2M$1.3M+$90.8K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED18,60516,181+2,424+15%$1.2M$1.3M+$160.8K2026-10-23
RED Lighthouse Investment Management, LLC
UNCHANGED18,54918,54900%$1.3M$1.3M-$11.9K2026-11-02
Mainsail Financial Group, LLC
DECREASED18,52619,933-1,407-7%$1.4M$1.3M-$112.1K2026-10-23
TCI Wealth Advisors, Inc.
INCREASED18,44814,537+3,911+27%$1.0M$1.3M+$266.8K2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED18,38618,451-650%$1.3M$1.3M-$16.4K2026-10-09
Putney Financial Group LLC
DECREASED18,30818,701-393-2%$1.3M$1.3M-$39.8K2026-10-30
LS Investment Advisors, LLC
DECREASED18,30719,321-1,014-5%$1.4M$1.3M-$84.0K2026-10-13
Baldwin Wealth Partners LLC
DECREASED18,26618,825-559-3%$1.3M$1.3M-$51.5K2026-10-13
Capstone Wealth Management Group, Inc.
INCREASED18,22817,873+355+2%$1.3M$1.3M+$13.6K2026-10-19
Client 1ST Advisory Group, LLC
DECREASED18,20920,591-2,382-12%$1.5M$1.3M-$181.4K2026-10-19
Laurel Wealth Advisors LLC
INCREASED18,20518,198+7+0%$1.3M$1.3M-$11.2K2026-10-27
Accretive Wealth Partners, LLC
DECREASED18,05120,785-2,734-13%$1.5M$1.3M-$206.3K2026-11-06
Legacy Trust
UNCHANGED18,04018,04000%$1.3M$1.3M-$32.7K2026-11-06
Univest Financial Corp
INCREASED17,93917,208+731+4%$1.2M$1.3M+$40.6K2026-11-05
Colton Groome Financial Advisors, LLC
INCREASED17,88417,883+1+0%$1.3M$1.3M-$11.4K2026-10-06
Cromwell Holdings LLC
UNCHANGED17,86017,86000%$1.3M$1.3M-$11.4K2026-10-28
Bell Investment Advisors, Inc
DECREASED17,83117,962-131-1%$1.3M$1.3M-$20.8K2026-10-29
Twelve Points Wealth Management LLC
INCREASED17,72616,480+1,246+8%$1.2M$1.2M+$56.7K2026-11-03
Carmel Capital Partners, LLC
INCREASED17,40717,229+178+1%$1.2M$1.2M+$1.6K2026-11-03
NWF Advisory Services Inc.
INCREASED17,23016,651+579+3%$1.2M$1.2M+$30.3K2026-10-19
Ketron Financial
DECREASED17,21217,982-770-4%$1.3M$1.2M-$65.9K2026-11-09
Breakwater Investment Management
DECREASED17,20819,209-2,001-10%$1.4M$1.2M-$153.6K2026-10-20
Spinnaker Investment Group, LLC
INCREASED17,02815,449+1,579+10%$1.1M$1.2M+$101.6K2026-10-13
Sky-Mountain Capital Management, Inc.
INCREASED17,00813,468+3,540+26%$959.6K$1.2M+$241.3K2026-11-09
American State Bank (Iowa)
INCREASED16,98814,574+2,414+17%$1.0M$1.2M+$161.1K2026-11-03
Pillar Financial Advisors, LLC
DECREASED16,96516,982-170%$1.2M$1.2M-$12.1K2026-10-21
Peak Wealth Management LLC
INCREASED16,92412,445+4,479+36%$886.7K$1.2M+$294.3K2026-10-26
Salem Investment Counselors Inc
DECREASED16,89717,398-501-3%$1.2M$1.2M-$46.5K2026-10-13
Abacus Wealth Partners, LLC
INCREASED16,85316,741+112+1%$1.2M$1.2M-$2.8K2026-11-03
JAG Capital Management, LLC
UNCHANGED16,81416,81400%$1.2M$1.2M-$10.8K2026-11-06
Annex Advisory Services, LLC
INCREASED16,80112,991+3,810+29%$925.6K$1.2M+$260.7K2026-10-16
DKM Wealth Management, Inc.
DECREASED16,79616,971-175-1%$1.2M$1.2M-$23.2K2026-10-09
Valpey Financial Services, LLC
INCREASED16,67015,662+1,008+6%$1.1M$1.2M+$61.2K2026-10-30
Legacy Advisors, LLC
INCREASED16,6048,990+7,614+85%$640.5K$1.2M+$531.9K2026-10-19
Woodstock Corp
DECREASED16,58617,161-575-3%$1.2M$1.2M-$51.6K2026-10-13
JSF Financial, LLC
DECREASED16,57016,951-381-2%$1.2M$1.2M-$37.7K2026-10-22
AMG Asset Management Group, Inc.
DECREASED16,56418,713-2,149-11%$1.3M$1.2M-$163.7K2026-10-21
Adirondack Trust Co
DECREASED16,55727,975-11,418-41%$2.0M$1.2M-$824.1K2026-10-14
ATX Financial Planning, LLC
DECREASED16,54318,329-1,786-10%$1.3M$1.2M-$137.8K2026-10-14
NBT Bank, N.A.
DECREASED16,53020,666-4,136-20%$1.5M$1.2M-$305.3K2026-10-21
McLean Asset Management Corp
INCREASED16,50715,911+596+4%$1.1M$1.1M+$2.0K2026-11-06
Barings LLC
UNCHANGED16,48316,48300%$1.2M$1.2M-$10.5K2026-10-22
Elser Financial Planning, Inc
INCREASED16,45615,288+1,168+8%$1.1M$1.2M+$72.7K2026-10-16
Santori & Peters, Inc.
INCREASED16,42215,663+759+5%$1.1M$1.2M+$43.6K2026-10-26
Stirlingshire Investments, Inc.
UNCHANGED16,41516,41500%$1.2M$1.2M-$10.5K2026-11-05
Pinion Investment Advisors, LLC
INCREASED16,37716,266+111+1%$1.2M$1.2M-$2.6K2026-11-04
Kesler, Norman & Wride, LLC
INCREASED16,36516,013+352+2%$1.1M$1.2M+$14.6K2026-11-06
Paragon Capital Management Ltd
INCREASED16,32616,156+170+1%$1.2M$1.2M+$1.7K2026-10-09
Balance Wealth Partners LLC
INCREASED16,19013,840+2,350+17%$986.1K$1.1M+$157.1K2026-10-27
Mayfair Advisory Group, LLC
INCREASED16,18016,134+46+0%$1.1M$1.1M+$17.8K2026-10-20
Golden Bell Financial Planning LLC
DECREASED16,13216,784-652-4%$1.2M$1.1M-$56.8K2026-11-02
Acumen Wealth Advisors, LLC
INCREASED16,12415,542+582+4%$1.1M$1.1M+$31.1K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED16,10416,303-199-1%$1.2M$1.1M-$24.5K2026-10-21
Freedom Financial Partners LLC
INCREASED16,09716,067+30+0%$1.1M$1.1M-$8.1K2026-10-19
Burton Enright Welch
DECREASED15,98616,179-193-1%$1.2M$1.1M-$24.0K2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED15,91515,905+10+0%$1.1M$1.1M-$9.5K2026-10-16
Biltmore Family Office, LLC
DECREASED15,90716,001-94-1%$1.1M$1.1M-$16.9K2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED15,84515,751+94+1%$1.1M$1.1M-$3.4K2026-10-19
First Affirmative Financial Network
NEW15,822—+15,822——$1.1M—2026-10-21
Belleair Asset Management, LLC
INCREASED15,78015,741+39+0%$1.1M$1.1M-$7.4K2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED15,69315,700-70%$1.1M$1.1M-$11.6K2026-10-21
Kagan Cocozza Asset Management
DECREASED15,68415,703-190%$1.1M$1.1M-$11.4K2026-10-19
Viewpoint Capital Management LLC
INCREASED15,67615,352+324+2%$1.1M$1.1M+$13.0K2026-10-27
GFS Advisors, LLC
INCREASED15,5847,909+7,675+97%$574.3K$1.1M+$525.7K2026-11-03
Lotus Asset Management LLC
INCREASED15,46214,399+1,063+7%$1.0M$1.1M+$65.9K2026-10-14
Polaris Investment Advisors, LLC
UNCHANGED15,41215,41200%$1.1M$1.1M-$9.9K2026-10-20
Ticino Wealth
DECREASED15,33615,365-290%$1.1M$1.1M-$11.9K2026-10-13
Collaborative Capital Advisors LLC
INCREASED15,32611,454+3,872+34%$816.1K$1.1M+$266.1K2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED15,31815,250+68+0%$1.1M$1.1M-$5.0K2026-11-03
Rice Partnership, LLC
UNCHANGED15,31715,31700%$1.1M$1.1M-$9.8K2026-11-09
Stordahl Capital Management, Inc.
DECREASED15,31216,004-692-4%$1.1M$1.1M-$59.1K2026-10-22
Optima Capital LLC
DECREASED15,28415,366-82-1%$1.1M$1.1M-$15.6K2026-10-29
Argyle Capital Partners, LLC
INCREASED15,24213,580+1,662+12%$967.6K$1.1M+$108.7K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED15,20315,342-139-1%$1.1M$1.1M-$19.6K2026-10-22
Harpswell Capital Advisors, LLC
DECREASED15,19316,034-841-5%$1.1M$1.1M-$69.6K2026-10-09
Fragasso Financial Advisors Inc
INCREASED15,14514,948+197+1%$1.1M$1.1M+$3592026-10-13
Integrity Wealth Partners, LLC
NEW15,112—+15,112——$1.1M—2026-10-14
Outbound Financial Inc
DECREASED15,09215,247-155-1%$1.1M$1.1M-$20.7K2026-10-13
Brown Financial Advisory
UNCHANGED15,09215,09200%$1.1M$1.1M-$9.7K2026-11-05
Capital Management Associates, Inc
DECREASED15,02316,112-1,089-7%$1.1M$1.1M-$87.2K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED14,96214,201+761+5%$1.0M$1.1M+$44.6K2026-10-21
Intelligence Driven Advisers, LLC
DECREASED14,95114,990-390%$1.1M$1.1M-$12.3K2026-10-09
Chatham Capital Group, Inc.
INCREASED14,86611,260+3,606+32%$802.3K$1.0M+$247.4K2026-10-16
Redmond Asset Management, LLC
DECREASED14,86615,235-369-2%$1.1M$1.0M-$35.8K2026-10-27
Yoder Wealth Management, Inc.
UNCHANGED14,84114,84100%$1.1M$1.0M-$9.5K2026-10-13
Romano Brothers and Company
INCREASED14,72613,920+806+6%$991.8K$1.0M+$48.0K2026-10-22
JBR Co Financial Management Inc
INCREASED14,58710,930+3,657+33%$778.8K$1.0M+$247.6K2026-10-13
Sage Rhino Capital LLC
INCREASED14,49314,345+148+1%$1.0M$1.0M+$1.3K2026-10-28
SYM Financial Corp
DECREASED14,46614,476-100%$1.0M$1.0M-$10.0K2026-10-26
Ariadne Wealth Management, LP
DECREASED14,46416,614-2,150-13%$1.2M$1.0M-$162.4K2026-11-06
Capital Advantage, Inc.
UNCHANGED14,38214,38200%$1.0M$1.0M-$9.2K2026-10-14
TriaGen Wealth Management LLC
UNCHANGED14,35314,35300%$1.0M$1.0M-$9.2K2026-10-14
Bluesphere Advisors LLC
INCREASED14,35213,919+433+3%$991.7K$1.0M+$21.7K2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED14,30314,435-132-1%$1.0M$1.0M-$18.6K2026-10-27
Harbor Investment Advisory, LLC
DECREASED14,29914,403-104-1%$1.0M$1.0M-$16.6K2026-10-13
Matauro, LLC
INCREASED14,26412,067+2,197+18%$859.8K$1.0M+$147.4K2026-11-03
Zenith Solutions, Inc.
INCREASED14,25711,771+2,486+21%$838.7K$1.0M+$168.0K2026-10-19
Guardian Asset Advisors, LLC
DECREASED14,24118,820-4,579-24%$1.3M$1.0M-$335.3K2026-10-16
Nikulski Financial, Inc.
DECREASED14,20216,402-2,200-13%$1.2M$1.0M-$165.8K2026-11-06
Center for Financial Planning, Inc.
DECREASED14,14414,862-718-5%$1.1M$998.7K-$60.2K2026-10-26
BigSur Wealth Management LLC
UNCHANGED14,10014,10000%$1.0M$995.6K-$9.0K2026-10-13
Richmond Investment Services, LLC
INCREASED14,0513,720+10,331+278%$265.1K$992.2K+$727.1K2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
INCREASED14,03913,205+834+6%$940.9K$991.3K+$50.4K2026-10-13
Portfolio Resources Advisor Group, Inc.
DECREASED13,94822,820-8,872-39%$1.6M$984.9K-$641.1K2026-10-20
Nixon Peabody Trust Co
INCREASED13,91413,197+717+5%$940.3K$982.5K+$42.2K2026-10-23
WPG Advisers, LLC
DECREASED13,89916,591-2,692-16%$1.2M$981.4K-$200.7K2026-10-27
Sound Income Strategies, LLC
DECREASED13,74914,133-384-3%$1.0M$960.5K-$46.5K2026-10-09
Apollon Financial, LLC
DECREASED13,70013,739-390%$978.9K$967.4K-$11.5K2026-10-23
Bay Capital Advisors, LLC
DECREASED13,69813,872-174-1%$988.4K$967.3K-$21.1K2026-10-16
Rockwood Wealth Management, LLC
INCREASED13,6964,917+8,779+179%$350.3K$967.1K+$616.7K2026-10-27
St. Clair Advisors, LLC
INCREASED13,60413,141+463+4%$936.4K$960.6K+$24.3K2026-10-13
Maia Wealth LLC
DECREASED13,60314,618-1,015-7%$1.0M$960.5K-$81.0K2026-10-19
Opulen Financial Group LLC
INCREASED13,56413,534+30+0%$964.3K$957.8K-$6.5K2026-10-22
Wrenne Financial Planning LLC
DECREASED13,54413,631-87-1%$971.2K$956.3K-$14.9K2026-10-30
Uhlmann Price Securities, LLC
NEW13,526—+13,526——$955.1K—2026-11-03
Bedel Financial Consulting, Inc.
INCREASED13,50113,485+16+0%$960.8K$953.3K-$7.5K2026-11-06
First National Bank Sioux Falls
DECREASED13,47329,570-16,097-54%$2.0M$951.3K-$1.1M2026-10-13
Equitable Trust Co
INCREASED13,45213,352+100+1%$951.3K$949.8K-$1.5K2026-10-13
Granite Islands Private Wealth, LLC
NEW13,450—+13,450——$949.7K—2026-10-16
Approach Retirement Advisors, LLC
DECREASED13,44513,506-610%$962.4K$949.3K-$13.0K2026-10-22
Burney Co/
INCREASED13,42311,859+1,564+13%$845.0K$947.8K+$102.8K2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED13,36413,984-620-4%$996.4K$943.6K-$52.7K2026-10-27
Impact Partnership Wealth, LLC
INCREASED13,32810,812+2,516+23%$770.4K$941.1K+$170.7K2026-11-09
Radnor Capital Management, LLC
INCREASED13,31011,660+1,650+14%$830.8K$939.8K+$109.0K2026-10-23
Smith Salley Wealth Management
DECREASED13,28825,675-12,387-48%$1.8M$938.3K-$891.1K2026-11-03
First Pacific Financial
INCREASED13,26613,233+33+0%$942.9K$936.7K-$6.2K2026-10-14
Ledyard National Bank
INCREASED13,2009,586+3,614+38%$683.0K$932.1K+$249.0K2026-10-21
Private Wealth Group, LLC
UNCHANGED13,16313,16300%$937.9K$929.4K-$8.4K2026-10-19
Sankala Group LLC
INCREASED13,05413,053+1+0%$945.6K$921.7K-$23.9K2026-11-09
Princeton Global Asset Management LLC
UNCHANGED13,04713,04700%$929.6K$921.2K-$8.4K2026-10-21
Waterfront Wealth Inc.
DECREASED13,02914,074-1,045-7%$999.1K$909.2K-$89.9K2026-11-03
Sweeney & Michel, LLC
NEW13,012—+13,012——$918.8K—2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED13,00013,00000%$926.3K$917.9K-$8.3K2026-10-15
Alpha Financial Advisors, LLC
INCREASED12,96612,046+920+8%$858.3K$915.6K+$57.3K2026-11-09
Canandaigua National Trust Co of Florida
NEW12,941—+12,941——$913.8K—2026-10-07
Warren Street Wealth Advisors, LLC
INCREASED12,90812,661+247+2%$902.1K$911.4K+$9.3K2026-11-04
Palisade Asset Management, LLC
DECREASED12,85219,577-6,725-34%$1.4M$907.5K-$487.4K2026-11-03
Strategic Advisory Partners, LLC
DECREASED12,79613,004-208-2%$926.5K$903.5K-$23.0K2026-11-06
Citrine Capital LLC
INCREASED12,68411,388+1,296+11%$811.4K$895.6K+$84.2K2026-10-14
Hubbell Strickland Wealth Management, LLC
INCREASED12,65612,238+418+3%$872.0K$893.7K+$21.7K2026-10-29
Objective Capital Management, LLC
DECREASED12,64012,940-300-2%$922.0K$892.5K-$29.5K2026-10-13
Friedenthal Financial
DECREASED12,63612,658-220%$901.9K$892.2K-$9.7K2026-10-27
Integrated Wealth Management
INCREASED12,62511,842+783+7%$843.8K$891.4K+$47.7K2026-10-19
BetterWealth, LLC
UNCHANGED12,57912,57900%$896.2K$888.2K-$8.1K2026-10-15
Independence Bank of Kentucky
UNCHANGED12,56512,56500%$895.3K$887.2K-$8.0K2026-10-26
Weaver Consulting Group
INCREASED12,5633,506+9,057+258%$249.8K$887.1K+$637.3K2026-10-07
Fortress Financial Group, LLC
DECREASED12,55412,562-80%$895.0K$886.5K-$8.6K2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED12,50311,211+1,292+12%$798.8K$882.9K+$84.0K2026-10-19
DecisionPoint Financial, LLC
INCREASED12,48312,189+294+2%$857.6K$876.4K+$18.8K2026-10-27
Grandfield & Dodd, LLC
UNCHANGED12,42312,42300%$885.2K$877.3K-$8.0K2026-10-29
Independent Wealth Network Inc.
DECREASED12,41615,621-3,205-21%$1.1M$876.7K-$236.3K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED12,34512,337+8+0%$879.0K$871.7K-$7.3K2026-11-02
Pearl Planning LLC
DECREASED12,26612,329-63-1%$878.4K$866.1K-$12.3K2026-10-13
W Advisors, LLC
INCREASED12,25710,443+1,814+17%$744.1K$865.5K+$121.4K2026-11-02
Planned Solutions, Inc.
INCREASED12,24010,072+2,168+22%$717.6K$864.3K+$146.6K2026-10-19
Kingdom Financial Group Llc.
INCREASED12,14312,005+138+1%$855.3K$857.4K+$2.1K2026-11-04
Ascentis Wealth Management, LLC
INCREASED12,13111,091+1,040+9%$790.2K$856.5K+$66.3K2026-11-03
Virtue Asset Management LLC
INCREASED12,03112,030+1+0%$857.1K$849.5K-$7.6K2026-10-21
Occidental Asset Management, LLC
INCREASED12,0207,335+4,685+64%$522.7K$848.8K+$326.1K2026-11-05
Capital Planning LLC
UNCHANGED11,96211,96200%$852.3K$844.6K-$7.7K2026-10-09
LEE Danner & Bass Inc
UNCHANGED11,87411,87400%$846.0K$838.4K-$7.6K2026-10-27
Ethic Inc.
DECREASED11,84933,756-21,907-65%$2.4M$836.6K-$1.6M2026-11-03
Foster Victor Wealth Advisors, LLC
DECREASED11,84412,082-238-2%$853.0K$821.5K-$31.4K2026-10-21
Vigilare Wealth Management
INCREASED11,7739,602+2,171+23%$684.1K$831.4K+$147.2K2026-10-29
Archer Investment Management, LLC
INCREASED11,74911,323+426+4%$806.8K$829.6K+$22.8K2026-10-13
Missouri Trust & Investment Co
DECREASED11,74111,966-225-2%$845.0K$829.0K-$16.0K2026-11-04
Asempa Wealth Advisors
INCREASED11,73111,716+15+0%$834.8K$823.7K-$11.1K2026-10-07
LAM Group, Inc.
DECREASED11,71511,763-480%$838.1K$827.2K-$10.9K2026-10-26
Cornerstone Advisors Asset Management, LLC
INCREASED11,66111,640+21+0%$829.3K$823.4K-$5.9K2026-11-06
CWS Financial Advisors, LLC
DECREASED11,63011,900-270-2%$847.9K$821.2K-$26.7K2026-10-16
Barclays PLC
DECREASED11,58346,693-35,110-75%$3.3M$817.9K-$2.5M2026-11-06
Latitude Advisors, LLC
INCREASED11,4929,990+1,502+15%$711.8K$811.4K+$99.6K2026-10-27
MeadowBrook Investment Advisors LLC
DECREASED11,45011,590-140-1%$825.8K$793.0K-$32.8K2026-10-29
Beacon Financial Advisory LLC
DECREASED11,43711,646-209-2%$829.7K$807.6K-$22.2K2026-10-16
GEM Asset Management, LLC
DECREASED11,42312,006-583-5%$855.5K$806.6K-$48.9K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED11,4149,563+1,851+19%$681.4K$806.0K+$124.6K2026-10-20
Tenet Wealth Partners, LLC
DECREASED11,41311,641-228-2%$814.9K$805.9K-$9.0K2026-10-19
Nolet Wealth Management, LLC
UNCHANGED11,34411,34400%$808.3K$801.0K-$7.3K2026-10-15
Forthright Family Wealth Advisory LLC
INCREASED11,33711,325+12+0%$806.9K$800.5K-$6.4K2026-11-03
Trust Point Inc.
INCREASED11,32911,029+300+3%$785.8K$799.9K+$14.1K2026-10-27
Farmers & Merchants Trust Co of Long Beach
INCREASED11,3034,280+7,023+164%$304.9K$798.1K+$493.2K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED11,26611,067+199+2%$788.5K$795.5K+$6.9K2026-10-13
West Michigan Advisors, LLC
INCREASED11,24310,995+248+2%$783.4K$793.9K+$10.5K2026-11-09
Matisse Capital
UNCHANGED11,22811,22800%$800.0K$792.8K-$7.2K2026-10-29
Integral Investment Advisors, Inc.
INCREASED11,21310,518+695+7%$749.4K$791.7K+$42.3K2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED11,20811,20800%$798.6K$791.4K-$7.2K2026-11-02
Raleigh Capital Management Inc.
UNCHANGED11,20711,20700%$798.5K$791.3K-$7.2K2026-10-28
Valtinson Bruner Financial Planning LLC
INCREASED11,17811,148+30+0%$794.3K$789.3K-$5.0K2026-11-02
Oak Wealth Advisors LLC
UNCHANGED11,10811,10800%$791.4K$784.3K-$7.1K2026-11-09
Fulcrum Asset Management LLP
NEW11,000—+11,000——$783.0K—2026-11-04
CIBC Asset Management Inc
INCREASED10,9957,030+3,965+56%$500.9K$776.4K+$275.5K2026-11-05
Columbia Bank
UNCHANGED10,95210,95200%$780.3K$773.3K-$7.0K2026-10-29
Toth Financial Advisory Corp
UNCHANGED10,93710,93700%$779.3K$772.3K-$7.0K2026-10-08
Accurate Wealth Management, LLC
INCREASED10,9187,473+3,445+46%$530.5K$764.9K+$234.4K2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED10,91710,337+580+6%$736.5K$770.8K+$34.3K2026-10-19
Eagle Harbor Asset Management Inc
NEW10,888—+10,888——$768.8K—2026-10-21
Phillips Financial Management, LLC
UNCHANGED10,88810,88800%$775.8K$768.8K-$7.0K2026-10-19
Plan A Wealth LLC
DECREASED10,86211,134-272-2%$793.3K$767.0K-$26.3K2026-10-08
TrueWealth Advisors, LLC
INCREASED10,84710,826+21+0%$771.3K$765.9K-$5.4K2026-10-09
Selective Wealth Management, Inc.
DECREASED10,84410,865-210%$757.3K$755.4K-$1.9K2026-10-16
SeaBridge Investment Advisors LLC
INCREASED10,8159,063+1,752+19%$645.7K$763.7K+$117.9K2026-11-02
Curtis Advisory Group, LLC
DECREASED10,80811,178-370-3%$796.4K$763.2K-$33.3K2026-10-28
Sun Group Wealth Partners
DECREASED10,80410,951-147-1%$780.3K$762.9K-$17.4K2026-10-26
CRA Financial Services, LLC
DECREASED10,79311,633-840-7%$828.9K$762.1K-$66.8K2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED10,76510,76500%$767.0K$760.1K-$6.9K2026-11-04
Rare Wolf Capital LLC
UNCHANGED10,65810,65800%$759.4K$752.6K-$6.8K2026-10-20
Center For Asset Management LLC
DECREASED10,63311,000-367-3%$783.8K$750.8K-$33.0K2026-10-16
WealthPlan Investment Management, LLC
DECREASED10,59610,807-211-2%$770.0K$748.2K-$21.9K2026-10-15
Worth Asset Management, LLC
DECREASED10,55611,035-479-4%$786.2K$745.3K-$40.9K2026-10-07
Sierra Ocean, LLC
INCREASED10,50810,263+245+2%$731.2K$741.9K+$10.7K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED10,50810,50800%$748.7K$742.0K-$6.7K2026-10-07
Quantum Financial Advisors, LLC
DECREASED10,48111,254-773-7%$801.8K$740.1K-$61.8K2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED10,4669,065+1,401+15%$645.9K$739.0K+$93.1K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED10,4529,419+1,033+11%$671.1K$738.0K+$66.9K2026-10-16
HBW Advisory Services LLC
INCREASED10,4249,467+957+10%$674.5K$736.0K+$61.5K2026-10-15
Heritage Wealth Advisors
DECREASED10,41110,412-10%$741.9K$735.2K-$6.7K2026-11-09
Lincoln Capital LLC
DECREASED10,39910,408-90%$741.6K$735.4K-$6.2K2026-10-09
Guardian Financial Partners, LLC
INCREASED10,38410,133+251+2%$721.9K$733.2K+$11.2K2026-11-04
Richard P Slaughter Associates Inc
DECREASED10,36312,687-2,324-18%$904.0K$731.7K-$172.3K2026-10-13
Shakespeare Wealth Management, LLC
UNCHANGED10,34310,34300%$736.9K$730.3K-$6.6K2026-10-28
Beacon Bank & Trust
DECREASED10,32310,393-70-1%$740.5K$728.9K-$11.6K2026-10-27
Howard Financial Services, Ltd.
INCREASED10,2819,517+764+8%$678.1K$725.9K+$47.9K2026-10-15
OAK Family Advisors, LLC
INCREASED10,2709,409+861+9%$670.4K$725.2K+$54.8K2026-10-19
Liberty Atlantic Advisors LLC
INCREASED10,2668,132+2,134+26%$579.4K$724.9K+$145.5K2026-10-14
Fortitude Advisory Group L.L.C.
DECREASED10,23613,015-2,779-21%$927.4K$722.7K-$204.6K2026-10-15
Insight Advisors, LLC/ PA
INCREASED10,2079,828+379+4%$700.2K$720.7K+$20.6K2026-10-22
Foster Dykema Cabot & Partners, LLC
DECREASED10,16610,194-280%$726.3K$717.8K-$8.5K2026-10-30
Chris Bulman Inc
INCREASED10,1489,701+447+5%$691.2K$716.5K+$25.3K2026-10-20
Serenity Investment Advisors
INCREASED10,11210,109+3+0%$736.4K$714.0K-$22.4K2026-10-30
Zions Bancorporation, National Association
UNCHANGED10,10410,10400%$719.9K$713.4K-$6.5K2026-11-06
Vicus Capital
DECREASED10,07710,675-598-6%$760.6K$711.5K-$49.1K2026-11-05
Retirement Guys Formula LLC
INCREASED10,0109,925+85+1%$707.2K$591.1K-$116.1K2026-10-26
Boyd Watterson Asset Management LLC
NEW10,000—+10,000——$706.1K—2026-11-06
Louisbourg Investments Inc.
UNCHANGED10,00010,00000%$712.5K$706.1K-$6.4K2026-10-20
IPG Investment Advisors LLC
UNCHANGED9,9659,96500%$710.0K$703.6K-$6.4K2026-10-30
InTrack Investment Management Inc
UNCHANGED9,9279,92700%$707.3K$701.0K-$6.4K2026-10-15
PUREfi Wealth, LLC
DECREASED9,88210,554-672-6%$752.0K$697.8K-$54.2K2026-10-19
Atlas Capital Advisors Inc.
INCREASED9,8829,656+226+2%$688.1K$12.2M+$11.5M2026-11-09
Quantum Financial Partners LLC
INCREASED9,8369,705+131+1%$691.5K$694.5K+$3.1K2026-10-19
Lauterbach Financial Advisors, LLC
INCREASED9,8316,529+3,302+51%$465.2K$694.2K+$229.0K2026-10-21
Cordoba Advisory Partners LLC
INCREASED9,8285,723+4,105+72%$407.8K$694.0K+$286.2K2026-10-19
Traynor Capital Management, Inc.
DECREASED9,82811,000-1,172-11%$783.8K$693.9K-$89.8K2026-10-29
Denver PWM, LLC
DECREASED9,8229,862-400%$725.6K$693.5K-$32.1K2026-10-22
Focused Wealth Management, Inc
INCREASED9,8129,600+212+2%$684.0K$692.8K+$8.8K2026-10-30
Investmark Advisory Group LLC
INCREASED9,8105,591+4,219+75%$398.4K$692.7K+$294.3K2026-10-27
Dodds Wealth, LLC
INCREASED9,7829,776+6+0%$696.5K$690.7K-$5.8K2026-11-02
First United Bank & Trust
DECREASED9,7819,783-20%$697.0K$690.6K-$6.4K2026-10-22
Addison Capital Co
DECREASED9,74510,400-655-6%$741.0K$688.1K-$52.9K2026-11-09
Heritage Investors Management Corp
DECREASED9,70210,902-1,200-11%$777.0K$685-$776.3K2026-10-29
Arwa LLC
DECREASED9,65315,252-5,599-37%$1.1M$676.3K-$391.8K2026-10-21
River's Edge Wealth Management, LLC
DECREASED9,5869,739-153-2%$689.7K$666.2K-$23.5K2026-10-19
Gradient Investments LLC
INCREASED9,5507,892+1,658+21%$562.3K$674.4K+$112.1K2026-10-08
Atlas Brown,Inc.
INCREASED9,5329,122+410+4%$649.9K$673.1K+$23.1K2026-10-09
Mustard Seed Financial, LLC
INCREASED9,5219,233+288+3%$657.8K$672.3K+$14.5K2026-10-30
Sherman Asset Management, Inc.
DECREASED9,47510,464-989-9%$745.6K$669.1K-$76.5K2026-11-05
Vested Financial Planning, LLC
INCREASED9,4302,997+6,433+215%$213.5K$665.9K+$452.3K2026-10-28
Fiduciary Alliance LLC
DECREASED9,42711,357-1,930-17%$809.2K$665.7K-$143.5K2026-10-13
Detalus Advisors, LLC
INCREASED9,4238,911+512+6%$634.9K$665.4K+$30.5K2026-10-15
Altiora Financial Group, LLC
UNCHANGED9,4009,40000%$669.8K$663.7K-$6.0K2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED9,3999,39900%$669.7K$669.7K$02026-11-03
Nicholas Wealth, Llc.
INCREASED9,3838,290+1,093+13%$590.7K$662.5K+$71.8K2026-10-26
Amplius Wealth Advisors, LLC
DECREASED9,3459,556-211-2%$680.9K$659.9K-$21.0K2026-10-20
Cynosure Group, LLC
INCREASED9,3388,990+348+4%$640.5K$659.4K+$18.8K2026-11-03
Stage Harbor Financial, LLC
UNCHANGED9,3289,32800%$664.6K$658.7K-$6.0K2026-11-03
High Probability Advisors, LLC
UNCHANGED9,2869,28600%$661.7K$655.7K-$5.9K2026-10-19
Tepp RIA, LLC
DECREASED9,2719,898-627-6%$705.3K$654.7K-$50.6K2026-10-14
Omni 360 Wealth, Inc.
DECREASED9,2579,456-199-2%$673.8K$653.6K-$20.1K2026-10-13
Midwest Financial Network, LLC
INCREASED9,2356,639+2,596+39%$473.0K$652.1K+$179.1K2026-10-13
Base Wealth Management LLC
INCREASED9,1116,078+3,033+50%$433.0K$643.3K+$210.3K2026-10-21
Robinson Smith Wealth Advisors LLC
UNCHANGED9,1119,11100%$649.2K$643.3K-$5.8K2026-10-22
Michels Family Financial, LLC
INCREASED9,0859,081+4+0%$647.0K$641.5K-$5.5K2026-11-02
My Personal CFO, LLC
INCREASED9,0818,026+1,055+13%$571.9K$641.2K+$69.4K2026-10-14
Able Financial Group, LLC
UNCHANGED9,0689,06800%$646.1K$640.3K-$5.8K2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED9,0629,131-69-1%$650.6K$639.9K-$10.7K2026-10-14
Cordatus Wealth Management LLC
UNCHANGED9,0579,05700%$645.3K$639.5K-$5.8K2026-10-19
Werba Rubin Papier Wealth Management
INCREASED9,0329,012+20+0%$642.1K$637.8K-$4.3K2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED9,02811,198-2,170-19%$792.0K$630.7K-$161.3K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED9,0237,531+1,492+20%$536.6K$637.1K+$100.5K2026-10-27
Foguth Wealth Management, Llc.
INCREASED9,0008,672+328+4%$600.4K$625.4K+$25.1K2026-10-19
Bernardo Wealth Planning LLC
INCREASED8,9984,423+4,575+103%$315.1K$635.4K+$320.3K2026-10-23
Hantz Financial Services, Inc.
INCREASED8,9548,677+277+3%$618.0K$632-$617.4K2026-11-09
TL Private Wealth
DECREASED8,9159,461-546-6%$669.7K$623.6K-$46.1K2026-10-13
MBL Wealth, LLC
DECREASED8,88410,173-1,289-13%$724.8K$627.3K-$97.5K2026-10-22
First Interstate Bank
INCREASED8,8698,329+540+6%$593.4K$626.2K+$32.8K2026-10-23
BWM Planning, LLC
DECREASED8,86710,067-1,200-12%$717.3K$626.1K-$91.2K2026-11-09
Northland Securities, Inc.
DECREASED8,8358,966-131-1%$638.8K$623.8K-$15.0K2026-11-02
TBH Global Asset Management, LLC
INCREASED8,7648,006+758+9%$570.4K$618.8K+$48.4K2026-11-03
One Way Holdings LLC
INCREASED8,7424,629+4,113+89%$329.8K$617.3K+$287.5K2026-10-29
Allegheny Financial Group
DECREASED8,7238,842-119-1%$630.0K$616.0K-$14.1K2026-11-05
Breachway Investments LLC
INCREASED8,7178,142+575+7%$580.1K$615.5K+$35.4K2026-10-19
Trellis Wealth Advisors LLC
UNCHANGED8,7158,71500%$620.9K$615.4K-$5.6K2026-10-19
Sentinel Advisory Group, LLC
UNCHANGED8,7078,70700%$620.4K$614.8K-$5.6K2026-10-20
Gibson Capital, LLC
DECREASED8,6708,715-45-1%$621.0K$612.2K-$8.8K2026-10-23
5th Street Advisors, LLC
UNCHANGED8,6518,65100%$616.4K$610.8K-$5.5K2026-11-04
Forza Wealth Management, LLC
DECREASED8,63810,908-2,270-21%$777.2K$609.9K-$167.3K2026-10-20
Stonebridge Financial Group, LLC
INCREASED8,6337,516+1,117+15%$535.5K$609.6K+$74.1K2026-10-01
Fourpath Capital Management, LLC
INCREASED8,5388,537+1+0%$608.3K$602.9K-$5.4K2026-10-19
Florida Financial Advisors, LLC
INCREASED8,5137,878+635+8%$561.3K$601.1K+$39.8K2026-11-09
Global Wealth Strategies & Associates
INCREASED8,5007,860+640+8%$560.0K$600.2K+$40.2K2026-10-02
Svrn Asset Management, LLC
UNCHANGED8,5008,50000%$605.6K$600.2K-$5.4K2026-11-02
Ares Financial Consulting, LLC
DECREASED8,4928,635-143-2%$615.2K$599.6K-$15.6K2026-10-19
Sulzberger Capital Advisors, Inc.
INCREASED8,4825,162+3,320+64%$367.8K$598.9K+$231.1K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED8,4784,513+3,965+88%$321.5K$598.6K+$277.1K2026-10-28
Regatta Capital Group, LLC
DECREASED8,4788,479-10%$604.1K$598.7K-$5.4K2026-10-23
TME Financial, Inc.
INCREASED8,4537,638+815+11%$544.2K$596.8K+$52.7K2026-10-14
Welch Group, LLC
DECREASED8,4428,513-71-1%$606.6K$596.1K-$10.5K2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED8,3788,177+201+2%$582.6K$591.6K+$9.0K2026-10-14
Next Level Private LLC
DECREASED8,3738,883-510-6%$632.9K$591.2K-$41.7K2026-10-20
SkyOak Wealth, LLC
INCREASED8,3108,308+2+0%$592.0K$586.8K-$5.2K2026-10-28
Prevail Innovative Wealth Advisors, LLC
NEW8,274—+8,274——$581.3K—2026-10-20
Harbor Group, Inc.
INCREASED8,2628,242+20+0%$587.2K$583.4K-$3.9K2026-10-14
Whalen Wealth Management Inc.
INCREASED8,2478,065+182+2%$574.6K$582.3K+$7.7K2026-10-08
Portland Financial Advisors Inc
INCREASED8,1726,890+1,282+19%$490.9K$577.0K+$86.1K2026-10-26
Freedom Investment Management, Inc.
INCREASED8,1567,739+417+5%$551.4K$575.9K+$24.5K2026-11-09
Cornerstone Wealth Group, LLC
DECREASED8,1498,198-49-1%$584.1K$575.4K-$8.7K2026-11-02
Calamos Wealth Management LLC
INCREASED8,1358,109+26+0%$577.8K$574.4K-$3.4K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED8,1056,450+1,655+26%$459.5K$572.3K+$112.7K2026-10-30
Signature Equity Partners, LLC
INCREASED8,0883,821+4,267+112%$272.2K$571.1K+$298.9K2026-10-29
Landaas & Co
UNCHANGED8,0718,07100%$575.1K$569.9K-$5.2K2026-10-29
Community Bank of Raymore
INCREASED8,0318,030+1+0%$572.2K$567.1K-$5.1K2026-10-23
Wealth Management Nebraska
UNCHANGED8,0148,01400%$571.0K$565.9K-$5.1K2026-10-26
Compass Financial Management LLC
INCREASED7,9697,096+873+12%$505.6K$562.7K+$57.1K2026-10-30
Third View Private Wealth, LLC
INCREASED7,9585,741+2,217+39%$409.0K$561.9K+$152.9K2026-10-30
Embree Financial Group
INCREASED7,9215,220+2,701+52%$371.9K$559.3K+$187.3K2026-10-22
Greenwood Capital Associates LLC
UNCHANGED7,8797,87900%$561.4K$556.3K-$5.0K2026-10-27
Mascagni Wealth Management, Inc.
INCREASED7,8747,864+10+0%$560.3K$556.0K-$4.3K2026-10-23
True Link Financial Advisors, LLC
INCREASED7,8716,475+1,396+22%$461.4K$555.8K+$94.4K2026-10-27
Kachkovsky & Fisher, Inc.
DECREASED7,8497,885-360%$561.8K$554.2K-$7.6K2026-10-21
LifeGoal Investments, LLC
INCREASED7,8397,830+9+0%$557.9K$553.5K-$4.4K2026-10-09
Hidden Cove Wealth Management, LLC
DECREASED7,7577,788-310%$554.9K$547.7K-$7.2K2026-10-19
Mountain Capital Investment Advisors Inc.
INCREASED7,7387,669+69+1%$546.4K$546.4K-$322026-11-06
Advantage Trust Co
DECREASED7,7058,438-733-9%$601.2K$544.1K-$57.2K2026-10-19
Diversified Management Inc
UNCHANGED7,7057,70500%$549.0K$544.1K-$4.9K2026-10-08
First National Bank & Trust Co of Newtown
UNCHANGED7,7057,70500%$544.0K$535.0K-$9.0K2026-11-09
Iowa State Bank
UNCHANGED7,6937,69300%$548.1K$543.2K-$4.9K2026-10-06
apricus wealth, LLC
UNCHANGED7,6687,66800%$546.3K$541.4K-$4.9K2026-10-26
SC&H Financial Advisors, Inc.
INCREASED7,6537,649+4+0%$545.0K$540.4K-$4.6K2026-10-14
Bensler, LLC
DECREASED7,6457,922-277-3%$564.5K$539.8K-$24.6K2026-11-05
Financial Management Network Inc
INCREASED7,6297,443+186+3%$518.8K$542.7K+$23.9K2026-10-09
Leo Wealth, LLC
NEW7,615—+7,615——$537.7K—2026-10-26
Segment Wealth Management, LLC
UNCHANGED7,6107,61000%$542.2K$537.3K-$4.9K2026-10-26
Washington Trust Bank
INCREASED7,5636,237+1,326+21%$444.4K$534.0K+$89.6K2026-11-03
TFB Advisors LLC
UNCHANGED7,5257,52500%$536.2K$531.3K-$4.8K2026-11-02
UMB Private Wealth Management, LLC
NEW7,519—+7,519——$530.9K—2026-10-19
Quantum Financial Planning Services, Inc.
UNCHANGED7,5157,51500%$535.5K$530.7K-$4.8K2026-10-14
Community Bank, N.A.
INCREASED7,5024,472+3,030+68%$318.6K$529.7K+$211.1K2026-11-06
Great Point Wealth Advisors, LLC
DECREASED7,5007,600-100-1%$541.5K$529.5K-$11.9K2026-10-15
Fell Capital Management
UNCHANGED7,4837,48300%$533.2K$528.4K-$4.8K2026-10-09
J.M. Arbour, LLC
DECREASED7,4637,489-260%$533.6K$527.0K-$6.6K2026-11-05
Watchman Group, Inc.
UNCHANGED7,4587,45800%$531.4K$526.6K-$4.8K2026-10-16
Monarch Capital Management Inc
DECREASED7,4447,819-375-5%$557.1K$525.6K-$31.5K2026-10-19
Financial Discovery Group Inc
INCREASED7,4326,492+940+14%$462.5K$524.8K+$62.2K2026-11-03
PCG Asset Management, LLC
NEW7,357—+7,357——$519.5K—2026-11-05
Darden Wealth Group Inc
INCREASED7,3386,994+344+5%$498.4K$518.1K+$19.8K2026-11-06
Banco Santander, S.A.
NEW7,299—+7,299——$515.4K—2026-11-10
Syntegra Private Wealth Group, LLC
UNCHANGED7,2977,29700%$519.9K$515.2K-$4.7K2026-10-13
Castleview Partners, LLC
NEW7,288—+7,288——$514.6K—2026-10-09
Kendall Capital Management
INCREASED7,2867,215+71+1%$514.1K$514.5K+$3952026-10-23
AWM Capital, LLC
INCREASED7,2675,274+1,993+38%$375.8K$513.2K+$137.4K2026-10-16
Petersen Hastings Wealth Advisors Inc.
UNCHANGED7,2477,24700%$516.3K$511.7K-$4.6K2026-10-27
Austin Asset Management Co Inc
UNCHANGED7,2437,24300%$516.1K$511.4K-$4.6K2026-10-29
21 West Wealth Management LLC
DECREASED7,2097,637-428-6%$544.1K$509.0K-$35.1K2026-10-13
Tucker Asset Management LLC
INCREASED7,1845,381+1,803+34%$383.4K$507.3K+$123.9K2026-10-29
Morton Capital Management LLC
UNCHANGED7,1587,15800%$510.0K$505.4K-$4.6K2026-10-23
Samalin Investment Counsel, LLC
INCREASED7,1326,706+426+6%$477.8K$503.6K+$25.8K2026-10-23
Eagle Wealth Strategies LLC
UNCHANGED7,1187,11800%$507.2K$502.6K-$4.5K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED7,0897,08900%$505.1K$500.6K-$4.5K2026-11-02
Lyell Wealth Management, LP
NEW7,074—+7,074——$499.5K—2026-10-30
Transce3nd, LLC
INCREASED7,052486+6,566+1351%$34.5K$494.5K+$460.0K2026-10-26
Cypress Capital Group
DECREASED7,0509,979-2,929-29%$711.0K$497.8K-$213.2K2026-11-03
Meramec Financial Planners, LLC
DECREASED7,0377,145-108-2%$500.1K$477.8K-$22.3K2026-11-09
Westover Capital Advisors, LLC
UNCHANGED6,9786,97800%$497.2K$492.7K-$4.5K2026-10-26
Voisard Asset Management Group, Inc.
DECREASED6,9707,209-239-3%$513.6K$492.2K-$21.5K2026-10-13
BCM Advisors, LLC
UNCHANGED6,9686,96800%$485.7K$483.9K-$1.9K2026-11-03
Haven Private, LLC
INCREASED6,9656,083+882+15%$433.4K$491.8K+$58.4K2026-10-27
Winthrop Advisory Group LLC
INCREASED6,9326,452+480+7%$459.7K$489.5K+$29.7K2026-10-22
Scratch Capital LLC
INCREASED6,9216,919+2+0%$493.0K$488.7K-$4.3K2026-11-02
Bourgeon Capital Management LLC
DECREASED6,9146,955-41-1%$495.6K$488.2K-$7.4K2026-10-19
Noesis Capital Mangement Corp
INCREASED6,8995,756+1,143+20%$410.1K$487.1K+$77.0K2026-10-26
BCS Wealth Management
INCREASED6,8956,870+25+0%$489.5K$486.8K-$2.6K2026-11-03
HBE Wealth Management, LLC
UNCHANGED6,8956,89500%$491.3K$486.9K-$4.4K2026-11-06
Stanich Group LLC
DECREASED6,8906,911-210%$492.4K$486.5K-$6.0K2026-10-16
Donaldson Capital Management, LLC
INCREASED6,8726,627+245+4%$472.2K$485.2K+$13.1K2026-11-09
Ryan Investment Management, Inc.
UNCHANGED6,8696,86900%$489.4K$485.0K-$4.4K2026-10-20
Torrey-Payne Wealth Management, LLC
DECREASED6,8576,989-132-2%$498.0K$484.2K-$13.8K2026-11-09
D.B. Root & Company, LLC
DECREASED6,8237,051-228-3%$502.4K$481.7K-$20.6K2026-11-04
Torrey Growth & Income Advisors
INCREASED6,8046,049+755+12%$430.6K$485.2K+$54.6K2026-11-04
Guidance Point Advisors, LLC
INCREASED6,8006,542+258+4%$466.5K$480.4K+$14.0K2026-10-15
Braun-Bostich & Associates Inc.
DECREASED6,7886,875-87-1%$489.8K$479.3K-$10.5K2026-10-20
Verity & Verity, LLC
NEW6,759—+6,759——$477.3K—2026-10-23
Mainsail Asset Management, LLC
DECREASED6,7577,056-299-4%$491.8K$480.5K-$11.3K2026-10-14
Griffith & Werner, Inc.
UNCHANGED6,7496,74900%$481.0K$476.5K-$4.5K2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED6,7386,753-150%$481.1K$475.8K-$5.4K2026-10-23
Coquina Private Wealth LLC
DECREASED6,7316,785-54-1%$483.4K$475.3K-$8.2K2026-10-27
Clark Financial Services Group Inc
UNCHANGED6,7276,72700%$479.3K$475.0K-$4.3K2026-10-19
Ellsworth Advisors, LLC
INCREASED6,7186,701+17+0%$474.6K$474.3K-$2502026-10-15
Foundry Financial LLC
INCREASED6,6986,690+8+0%$476.7K$473.0K-$3.7K2026-10-16
Focused Alpha, LLC
INCREASED6,6766,470+206+3%$461.0K$471.4K+$10.4K2026-10-20
Asset One Wealth Management LLC
UNCHANGED6,6416,64100%$470.3K$468.9K-$1.4K2026-11-02
KFG Wealth Management, LLC
INCREASED6,6403,555+3,085+87%$253.3K$468.8K+$215.5K2026-10-16
10Elms LLP
DECREASED6,6366,660-240%$474.5K$468.6K-$6.0K2026-11-06
Legacies Wealth LLC
UNCHANGED6,6036,60300%$470.5K$466.2K-$4.2K2026-11-02
JDH Wealth Management, LLC
UNCHANGED6,5836,58300%$469.0K$464.8K-$4.2K2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED6,5706,557+13+0%$467.2K$463.9K-$3.2K2026-10-29
First Business Financial Services, Inc.
UNCHANGED6,5626,56200%$467.5K$463.3K-$4.2K2026-10-29
Virtue Capital Management, LLC
INCREASED6,5546,494+60+1%$462.7K$462.8K+$802026-10-29
Vestia Personal Wealth Advisors
INCREASED6,5456,084+461+8%$433.5K$462.1K+$28.6K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED6,5376,617-80-1%$471.5K$461.6K-$9.9K2026-10-21
Ballast Rock Private Wealth LLC
INCREASED6,4586,419+39+1%$457.3K$456.0K-$1.3K2026-10-26
SWP Financial LLC
UNCHANGED6,4586,45800%$460.1K$456.0K-$4.1K2026-10-23
Prodigy Asset Management LLC
UNCHANGED6,4336,43300%$458.4K$454.2K-$4.1K2026-10-28
Penobscot Investment Management Company, Inc.
INCREASED6,4115,876+535+9%$418.7K$452.7K+$34.0K2026-10-26
Seelaus Asset Management LLC
INCREASED6,3916,109+282+5%$435.3K$451.3K+$16.0K2026-10-14
Stokes Capital Advisors, LLC
INCREASED6,3762,994+3,382+113%$213.3K$450.2K+$236.9K2026-10-09
Colonial River Investments, LLC
INCREASED6,3646,362+2+0%$453.3K$449.4K-$3.9K2026-10-19
Advisory Advocates, LLC
UNCHANGED6,3606,36000%$453.1K$449.0K-$4.1K2026-11-05
Patton Albertson Miller Group, LLC
INCREASED6,3556,340+15+0%$451.7K$448.7K-$3.0K2026-10-26
One Wealth Capital Management, LLC
DECREASED6,34811,511-5,163-45%$820.2K$448.2K-$371.9K2026-10-23
GK Wealth Management LLC
DECREASED6,34012,220-5,880-48%$870.7K$447.6K-$423.0K2026-10-09
Schorn Wealth LLC
DECREASED6,3406,345-50%$452.1K$447.7K-$4.4K2026-10-14
West Wealth Group, LLC
NEW6,318—+6,318——$446.1K—2026-10-14
Nilsine Partners, LLC
INCREASED6,3103,069+3,241+106%$218.7K$445.6K+$226.9K2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED6,2926,334-42-1%$451.3K$444.3K-$7.0K2026-11-03
Kelly Financial Services LLC
INCREASED6,2906,287+3+0%$447.9K$444.1K-$3.8K2026-10-20
ARK & TLK Investments, LLC
INCREASED6,2836,221+62+1%$443.2K$443.6K+$3962026-10-20
Stackstone Wealth, LLC
NEW6,233—+6,233——$440.1K—2026-10-19
XXI Wealth, LLC
INCREASED6,2226,184+38+1%$440.6K$439.3K-$1.3K2026-10-22
Morangie Management LLC
UNCHANGED6,2176,21700%$443.0K$439.0K-$4.0K2026-10-15
Briggs Wealth Management, Inc
NEW6,215—+6,215——$438.8K—2026-10-26
Evolution Wealth Management Inc.
INCREASED6,1996,120+79+1%$436.1K$437.7K+$1.7K2026-10-28
Fjell Capital, LLC
INCREASED6,1964,549+1,647+36%$324.1K$437.5K+$113.4K2026-10-13
Collaborative Wealth Managment Inc.
DECREASED6,1946,631-437-7%$472.5K$437.4K-$35.1K2026-11-06
First Nebraska Trust Co
UNCHANGED6,1346,13400%$437.0K$433.1K-$3.9K2026-10-30
Sterling Investment Advisors LLC
DECREASED6,1306,224-94-2%$443.5K$432.8K-$10.6K2026-10-27
Atwater Malick LLC
DECREASED6,1216,459-338-5%$460.2K$432.2K-$28.0K2026-10-15
Alkeme Wealth, LLC
NEW6,076—+6,076——$429.0K—2026-10-08
J2 Capital Management Inc
INCREASED6,0745,995+79+1%$427.1K$428.9K+$1.7K2026-10-19
Forbes J M & Co LLP
UNCHANGED6,0646,06400%$432.1K$428.2K-$3.9K2026-10-16
Persium Advisors, LLC
UNCHANGED6,0576,05700%$431.6K$427.7K-$3.9K2026-10-07
Brickley Wealth Management
INCREASED6,0493,809+2,240+59%$271.4K$427.1K+$155.7K2026-11-04
Arista Wealth Management, LLC
DECREASED5,9377,716-1,779-23%$549.8K$419.2K-$130.5K2026-10-29
American National Bank & Trust
INCREASED5,9315,795+136+2%$412.9K$418.8K+$5.9K2026-10-07
Keystone Wealth Services, LLC
NEW5,922—+5,922——$421.5K—2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED5,8785,842+36+1%$416.2K$415.0K-$1.2K2026-10-08
Stone House Investment Management, LLC
DECREASED5,8677,089-1,222-17%$505.1K$414.3K-$90.8K2026-10-23
Melfa Wealth Management, Inc.
INCREASED5,8465,845+1+0%$416.5K$412.8K-$3.7K2026-11-06
Marathon Wealth Advisors LLC
INCREASED5,8205,680+140+2%$404.7K$410.9K+$6.3K2026-11-04
Ti-Trust, Inc
UNCHANGED5,8195,81900%$414.6K$410.9K-$3.7K2026-10-21
Shore Point Advisors, LLC
INCREASED5,8165,725+91+2%$407.9K$410.7K+$2.8K2026-10-14
Xena Financial Planning, LLC
NEW5,809—+5,809——$410.2K—2026-10-13
Joel Adams & Associates, Inc.
INCREASED5,7913,146+2,645+84%$224.2K$408.9K+$184.8K2026-11-02
Greenup Street Wealth Management LLC
INCREASED5,7895,563+226+4%$396.3K$408.8K+$12.4K2026-10-28
Syverson Strege & Co
NEW5,783—+5,783——$408.3K—2026-11-02
Great Waters Wealth Management
INCREASED5,7804,632+1,148+25%$330.0K$408.1K+$78.1K2026-10-07
Elevation Wealth Management LLC
DECREASED5,7675,782-150%$411.9K$407.2K-$4.7K2026-11-02
Chicago Capital, LLC
DECREASED5,7656,029-264-4%$429.6K$407.1K-$22.5K2026-10-13
Cornerstone Advisory, LLC
INCREASED5,7535,745+8+0%$409.3K$406.2K-$3.1K2026-11-06
CPC Advisors, LLC
DECREASED5,7525,756-40%$410.1K$406.1K-$4.0K2026-10-21
jvl associates llc
UNCHANGED5,7405,74000%$409.0K$405.3K-$3.7K2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED5,7376,358-621-10%$453.0K$405.1K-$47.9K2026-10-09
AA Financial Advisors, LLC
DECREASED5,7216,973-1,252-18%$496.8K$404.0K-$92.9K2026-10-19
OFS Enterprise LLC
INCREASED5,7165,609+107+2%$399.6K$403.6K+$4.0K2026-10-16
Thompson Davis & Co., Inc.
INCREASED5,6885,686+2+0%$405.1K$401.6K-$3.5K2026-11-05
Princeton Capital Management LLC
DECREASED5,6675,668-10%$403.8K$400.1K-$3.7K2026-10-27
Bridgewealth Advisory Group, LLC
INCREASED5,6665,060+606+12%$360.5K$400.1K+$39.6K2026-11-09
Bfsg, LLC
INCREASED5,6535,618+35+1%$400.3K$399.2K-$1.1K2026-10-30
Klaas Financial Asset Advisors, LLC
INCREASED5,6285,042+586+12%$359.2K$397.4K+$38.2K2026-10-19
Impact Capital Partners LLC
UNCHANGED5,6205,62000%$400.4K$396.8K-$3.6K2026-10-22
Secure Asset Management, LLC
INCREASED5,6024,796+806+17%$341.7K$395.6K+$53.8K2026-10-19
McGlone Suttner Wealth Management, Inc.
INCREASED5,6015,273+328+6%$375.7K$395.5K+$19.8K2026-10-13
Balefire, LLC
DECREASED5,5806,091-511-8%$434.0K$394.0K-$40.0K2026-10-09
Weatherly Asset Management L. P.
INCREASED5,5675,472+95+2%$389.9K$393.1K+$3.2K2026-10-20
McElhenny Sheffield Capital Management, LLC
DECREASED5,5495,832-283-5%$415.5K$391.8K-$23.7K2026-11-06
Wealth Group Ltd
DECREASED5,5455,685-140-2%$405.1K$394.4K-$10.6K2026-10-07
Financial Partners Group, Inc
NEW5,533—+5,533——$390.7K—2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED5,5335,458+75+1%$389.0K$391-$388.6K2026-10-19
Able Wealth Management LLC
DECREASED5,5035,604-101-2%$399.3K$391.4K-$8.0K2026-10-13
Huntleigh Advisors, Inc.
DECREASED5,4965,851-355-6%$416.9K$388.1K-$28.8K2026-11-03
Dala Group, LLC
INCREASED5,4735,463+10+0%$389.2K$386.5K-$2.8K2026-10-29
Winnacle Wealth LLC
DECREASED5,4667,537-2,071-27%$537.0K$386.0K-$151.0K2026-10-15
Post Resch Tallon Group Inc.
NEW5,458—+5,458——$385.4K—2026-10-09
Cascade Investment Group, Inc.
INCREASED5,4285,288+140+3%$376.8K$383.3K+$6.5K2026-10-13
Emerald Advisors, LLC
DECREASED5,4165,462-46-1%$389.1K$382.4K-$6.7K2026-10-13
High Net Worth Advisory Group LLC
INCREASED5,4074,842+565+12%$345.0K$381.9K+$36.8K2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED5,4065,40600%$385.2K$381.7K-$3.5K2026-10-23
Canopy Partners, LLC
UNCHANGED5,3985,39800%$384.6K$381.2K-$3.5K2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED5,3885,932-544-9%$422.7K$380.4K-$42.3K2026-10-27
American National Bank of Texas
DECREASED5,3875,587-200-4%$398.1K$380.4K-$17.7K2026-10-07
Uniting Wealth Partners, LLC
INCREASED5,3644,292+1,072+25%$305.8K$378.8K+$72.9K2026-11-06
Brown Miller Wealth Management, LLC
DECREASED5,3565,396-40-1%$384.5K$378.2K-$6.3K2026-11-02
Ibex Wealth Advisors
DECREASED5,3225,511-189-3%$392.6K$375.8K-$16.9K2026-11-06
First Financial Bank - Trust Division
UNCHANGED5,3225,32200%$379.2K$375.8K-$3.4K2026-10-01
Leelyn Smith, LLC
UNCHANGED5,3105,31000%$378.3K$374.9K-$3.4K2026-11-03
Cedarwood Wealth LLC
INCREASED5,3095,301+8+0%$377.7K$374.9K-$2.9K2026-11-09
Winebrenner Capital Management LLC
INCREASED5,3065,114+192+4%$364.3K$374.6K+$10.3K2026-10-07
O'Connor Financial Group LLC
DECREASED5,3006,040-740-12%$430.4K$374.3K-$56.1K2026-10-26
Gerber, LLC
DECREASED5,2965,448-152-3%$388.2K$374.0K-$14.2K2026-10-21
Heritage Wealth Management, Inc.
DECREASED5,2755,942-667-11%$423.4K$372.5K-$50.9K2026-10-27
Signature Resources Capital Management, LLC
INCREASED5,2715,140+131+3%$366.2K$372.2K+$6.0K2026-10-16
Tritonpoint Wealth, LLC
INCREASED5,2664,122+1,144+28%$293.7K$371.8K+$78.1K2026-10-19
Asset Advisory Group, Inc.
INCREASED5,2545,249+5+0%$374.0K$371.0K-$3.0K2026-10-20
DecisionMap Wealth Management, LLC
INCREASED5,2393,717+1,522+41%$264.8K$369.9K+$105.1K2026-10-29
Two West Capital Advisors LLC
DECREASED5,2105,249-39-1%$363.4K$370.9K+$7.5K2026-10-15
Flagstone Financial Management
UNCHANGED5,2055,20500%$370.9K$367.5K-$3.3K2026-11-05
Meridian Wealth Partners, LLC
INCREASED5,1864,940+246+5%$352.0K$366.2K+$14.2K2026-11-09
Town Capital LLC
INCREASED5,1524,916+236+5%$350.3K$363.8K+$13.5K2026-11-03
Caldwell Sutter Capital, Inc.
DECREASED5,1485,195-47-1%$370.1K$363.5K-$6.6K2026-11-09
Evensky & Katz LLC
INCREASED5,1364,934+202+4%$352.0K$363-$351.6K2026-10-27
Wetzel Investment Advisors, Inc.
INCREASED5,1344,708+426+9%$335.4K$362.5K+$27.1K2026-10-13
Amicus Financial Advisors, LLC
INCREASED5,1334,187+946+23%$298.3K$362.4K+$64.1K2026-11-03
Gilpin Wealth Management, LLC
INCREASED5,1255,000+125+3%$356.3K$361.9K+$5.6K2026-10-09
Invenio Wealth Partners LLC
UNCHANGED5,1135,11300%$364.3K$361.0K-$3.3K2026-10-20
Colorado Capital Management, Inc.
UNCHANGED5,0765,07600%$362$358-$42026-10-15
Beacon Financial Planning, Inc
INCREASED5,0703,002+2,068+69%$213.9K$358.0K+$144.2K2026-11-04
Great Lakes Retirement, Inc.
NEW5,006—+5,006——$353.5K—2026-10-26
Harrington Investments, Inc
UNCHANGED5,0005,00000%$356.3K$353.1K-$3.2K2026-10-14
Heritage Wealth Management, Inc.
INCREASED4,9943,381+1,613+48%$240.9K$352.7K+$111.7K2026-10-28
Sharper & Granite LLC
DECREASED4,9905,100-110-2%$363.4K$319.8K-$43.6K2026-11-02
Wagner Wealth Management, LLC
DECREASED4,9867,377-2,391-32%$525.6K$352.1K-$173.6K2026-10-21
Austin Wealth Management, LLC
DECREASED4,9815,522-541-10%$384.9K$348.0K-$36.9K2026-11-06
Old Port Advisors
INCREASED4,9464,892+54+1%$348.6K$349.2K+$6842026-10-23
Robinswood Financial LLC
DECREASED4,9375,706-769-13%$406.6K$342.4K-$64.1K2026-10-20
Pekin Hardy Strauss, Inc.
NEW4,920—+4,920——$347.4K—2026-11-02
Arnold Financial Planning LLC
DECREASED4,9055,954-1,049-18%$424.2K$346.3K-$77.9K2026-10-20
BankPlus Trust Department
UNCHANGED4,9034,90300%$349.3K$346.2K-$3.1K2026-11-06
MKT Advisors LLC
DECREASED4,9014,996-95-2%$353.6K$342.4K-$11.2K2026-10-20
Pioneer Family Office, LLC
UNCHANGED4,8924,89200%$348.6K$345.4K-$3.1K2026-10-30
TSG Advice Partners, LLC
NEW4,879—+4,879——$347.6K—2026-10-29
Verde Capital Management
DECREASED4,8754,887-120%$348.2K$344.3K-$4.0K2026-10-28
Tillman Hartley LLC
DECREASED4,8464,860-140%$346.3K$342.2K-$4.1K2026-11-06
Cpwa, LLC
INCREASED4,8414,832+9+0%$344.3K$338.6K-$5.7K2026-11-04
Curran Financial Partners, LLC
INCREASED4,8233,515+1,308+37%$250.4K$340.6K+$90.1K2026-11-04
BlueChip Wealth Advisors LLC
DECREASED4,8215,187-366-7%$369.6K$340.4K-$29.2K2026-11-03
Livet Wealth, LLC
INCREASED4,8134,803+10+0%$342.2K$339.9K-$2.4K2026-10-27
Strategic Wealth Investment Group, LLC
NEW4,774—+4,774——$337.1K—2026-10-29
Westbourne Investment Advisors, Inc.
DECREASED4,7735,423-650-12%$386.4K$337.0K-$49.4K2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED4,7534,149+604+15%$295.6K$335.6K+$40.0K2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED4,7514,830-79-2%$344.1K$335.5K-$8.6K2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED4,7204,388+332+8%$312.6K$333.3K+$20.6K2026-10-15
Studio Investment Management LLC
UNCHANGED4,7134,71300%$335.8K$332.8K-$3.0K2026-10-22
Raab & Moskowitz Asset Management LLC
UNCHANGED4,6754,67500%$333.1K$330.1K-$3.0K2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED4,6484,643+5+0%$330.8K$328.2K-$2.6K2026-10-05
Intelligent Financial Strategies
DECREASED4,6216,171-1,550-25%$439.7K$326.3K-$113.4K2026-10-16
Atlantic Private Wealth, LLC
DECREASED4,5995,289-690-13%$376.8K$324.7K-$52.1K2026-11-09
Cookson Peirce & Co Inc
NEW4,598—+4,598——$324.7K—2026-10-30
Corundum Group, Inc.
INCREASED4,5983,065+1,533+50%$218.4K$324.7K+$106.3K2026-10-28
True Wealth Design, LLC
DECREASED4,5384,591-53-1%$327.1K$320.4K-$6.7K2026-10-13
Meridian Financial Advisors, LLC
INCREASED4,5324,528+4+0%$322.6K$320.0K-$2.6K2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED4,5314,681-150-3%$333.5K$320.0K-$13.6K2026-10-23
Infinity Wealth Counsel, LLC
UNCHANGED4,5154,51500%$321.7K$318.8K-$2.9K2026-10-15
Caliber Wealth Management, LLC / KS
INCREASED4,5114,463+48+1%$318.0K$318.5K+$5392026-11-04
Veracity Capital LLC
UNCHANGED4,4964,49600%$320.4K$317.5K-$2.9K2026-10-08
Yardley Wealth Management LLC
DECREASED4,4924,901-409-8%$349.2K$317.2K-$32.0K2026-10-23
JB Capital LLC
DECREASED4,4904,511-210%$321.4K$317.0K-$4.4K2026-10-19
Lighthouse Financial LLC
NEW4,482—+4,482——$316.5K—2026-10-23
Oak Harvest Investment Services
DECREASED4,4736,284-1,811-29%$447.7K$315.8K-$131.9K2026-10-20
Union Savings Bank
INCREASED4,4702,688+1,782+66%$191.5K$315.6K+$124.1K2026-10-14
Agate Pass Investment Management, LLC
INCREASED4,4604,008+452+11%$285.6K$314.9K+$29.4K2026-10-20
Advisor Resource Council
INCREASED4,4553,804+651+17%$273.2K$316.9K+$43.7K2026-11-05
Clarity Wealth Advisors, LLC
INCREASED4,4494,432+17+0%$315.8K$314.1K-$1.6K2026-10-21
Intrua Financial, LLC
INCREASED4,4464,146+300+7%$295.4K$313.9K+$18.5K2026-10-28
MW Advisory, LLC
INCREASED4,4373,315+1,122+34%$236.2K$313.3K+$77.1K2026-10-19
Schmidt P J Investment Management Inc
DECREASED4,4095,068-659-13%$361.1K$311.3K-$49.8K2026-11-02
Altfest L J & Co Inc
INCREASED4,4024,364+38+1%$311.0K$310.8K-$1212026-10-27
Stableford Capital II LLC
INCREASED4,3663,522+844+24%$250.9K$308.3K+$57.3K2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED4,3543,518+836+24%$250.6K$307.5K+$56.8K2026-10-14
Index Fund Advisors, Inc.
DECREASED4,3004,453-153-3%$317.3K$303.7K-$13.6K2026-11-05
Strive Financial Group,LLC
INCREASED4,2613,620+641+18%$257.9K$300.8K+$42.9K2026-11-09
Piscataqua Savings Bank
DECREASED4,2584,979-721-14%$354.8K$300.7K-$54.1K2026-10-21
Private Client Services, LLC
DECREASED4,2537,887-3,634-46%$561.9K$300.3K-$261.6K2026-10-02
Main Line Retirement Advisors, LLC
INCREASED4,1864,176+10+0%$297.5K$295.6K-$2.0K2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED4,1774,183-60%$298.1K$295.0K-$3.1K2026-11-02
Capstone Wealth Management Group, LLC
DECREASED4,1554,254-99-2%$303.1K$249.0K-$54.1K2026-11-05
Cahaba Wealth Management, Inc.
DECREASED4,1545,056-902-18%$360.2K$293.3K-$66.9K2026-10-26
Silver Oak Advisory Group, Inc.
INCREASED4,1444,143+1+0%$295.0K$292.6K-$2.4K2026-11-06
Bluedoor Private Wealth, LLC
INCREASED4,1003,887+213+5%$276.9K$289.5K+$12.6K2026-11-05
Castellan Group
NEW4,099—+4,099——$289.4K—2026-10-19
First Financial Group Corp
DECREASED4,0806,380-2,300-36%$454.6K$288.1K-$166.5K2026-10-22
SJS Investment Consulting Inc.
INCREASED4,0793,520+559+16%$250.8K$288.0K+$37.3K2026-10-26
Traphagen Investment Advisors LLC
INCREASED4,0734,025+48+1%$286.8K$287.6K+$8302026-10-14
Range Financial Group LLC
DECREASED4,0564,092-36-1%$291.6K$286.4K-$5.1K2026-10-21
Harbor Asset Planning, Inc.
INCREASED4,0414,031+10+0%$287.2K$285.4K-$1.9K2026-10-23
Parr Mcknight Wealth Management Group, LLC
DECREASED4,0294,725-696-15%$336.7K$284.5K-$52.2K2026-10-30
John W. Brooker & Co., CPAs
DECREASED4,0164,058-42-1%$289.1K$283.5K-$5.6K2026-10-21
Kingsman Wealth Management, Inc.
INCREASED4,0133,630+383+11%$258.6K$283.4K+$24.7K2026-10-13
Westside Investment Management, Inc.
INCREASED4,0122,902+1,110+38%$206.8K$283.3K+$76.5K2026-11-02
Simplex Trading, LLC
NEW4,011—+4,011——$283.2K—2026-11-04
Eastover Investment Advisors LLC
UNCHANGED4,0034,00300%$285.2K$282.7K-$2.6K2026-10-05
SpringVest Wealth Management LLC
NEW4,001—+4,001——$282.5K—2026-10-27
Hedges Asset Management LLC
UNCHANGED4,0004,00000%$285.0K$282.4K-$2.6K2026-10-29
USAdvisors Wealth Management, LLC
INCREASED3,9993,995+4+0%$384$282-$1022026-10-21
Pavion Blue Capital, LLC
UNCHANGED3,9953,99500%$284.6K$282.1K-$2.6K2026-11-05
Cedar Point Capital Partners, LLC
INCREASED3,9613,947+14+0%$281.2K$279.7K-$1.5K2026-10-29
Tull Financial Group, Inc.
DECREASED3,9485,931-1,983-33%$422.5K$278.8K-$143.8K2026-11-05
Theory Financial LLC
UNCHANGED3,9373,93700%$280.5K$278.0K-$2.5K2026-11-09
Members Wealth LLC
INCREASED3,9263,925+1+0%$279.6K$275.8K-$3.8K2026-10-20
Mraz, Amerine & Associates, Inc.
UNCHANGED3,9173,91700%$279.1K$276.6K-$2.5K2026-10-30
Retiremitten Financial LLC
UNCHANGED3,9033,90300%$278.1K$274.5K-$3.5K2026-11-05
Carolina Wealth Advisors, LLC
INCREASED3,8843,875+9+0%$276.1K$274.3K-$1.8K2026-10-23
Security National Bank
DECREASED3,8834,485-602-13%$319.6K$274.2K-$45.4K2026-10-26
Saxon Interests, Inc.
NEW3,882—+3,882——$274.1K—2026-10-26
Jeppson Wealth Management, LLC
UNCHANGED3,8773,87700%$276.2K$273.8K-$2.5K2026-10-20
Wellington Grp LLC
INCREASED3,8733,429+444+13%$244.3K$273.5K+$29.2K2026-11-06
Cardinal Point Capital Management ULC
DECREASED3,8663,983-117-3%$283.8K$273.0K-$10.8K2026-10-21
Bill Few Associates, Inc.
UNCHANGED3,8603,86000%$275.0K$272.6K-$2.5K2026-10-09
Sentinel Pension Advisors, LLC
NEW3,855—+3,855——$272.2K—2026-11-02
SP Asset Management LLC
INCREASED3,8553,846+9+0%$274.0K$272.2K-$1.8K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED3,8423,84200%$273.7K$271.3K-$2.5K2026-10-16
MBA Advisors LLC
INCREASED3,8273,826+1+0%$272.6K$270.2K-$2.4K2026-10-29
LFG Wealth Partners, LLC
DECREASED3,8203,926-106-3%$279.7K$269.7K-$10.0K2026-10-28
Hoxton Planning & Management, LLC
DECREASED3,8184,129-311-8%$294.2K$269.6K-$24.6K2026-10-15
Pacifica Partners Inc.
UNCHANGED3,8063,80600%$269.5K$267.2K-$2.3K2026-10-09
Northbridge Financial Group, LLC
INCREASED3,7913,788+3+0%$269.9K$269.6K-$3092026-11-05
Alamar Capital Management, LLC
UNCHANGED3,7743,77400%$268.9K$266.5K-$2.4K2026-11-02
Madrona Financial Services, LLC
DECREASED3,7703,933-163-4%$280.2K$266.2K-$14.0K2026-10-23
IFC & Insurance Marketing, Inc.
UNCHANGED3,7533,75300%$267.4K$265.0K-$2.4K2026-10-16
GW Henssler & Associates LTD
NEW3,752—+3,752——$264.9K—2026-10-26
GuidedMoney, LLC
UNCHANGED3,7503,75000%$267.2K$264.8K-$2.4K2026-10-29
Ellis Investment Partners, LLC
DECREASED3,7213,857-136-4%$274.8K$262.8K-$12.0K2026-10-21
Capital Investment Counsel, LLC
DECREASED3,7203,788-68-2%$269.9K$262.7K-$7.2K2026-10-14
Cannon Advisors, Inc.
NEW3,708—+3,708——$259.8K—2026-10-14
Legacy Wealth Asset Management, LLC
DECREASED3,6893,819-130-3%$272.1K$260.5K-$11.6K2026-10-09
NovaPoint Capital, LLC
INCREASED3,6843,351+333+10%$238.8K$260.1K+$21.4K2026-10-22
Concentrum Wealth Management
DECREASED3,6833,997-314-8%$284.8K$260.1K-$24.7K2026-11-09
Highland Financial Advisors, LLC
UNCHANGED3,6753,67500%$261.8K$259.5K-$2.4K2026-10-19
Park Place Capital Corp
DECREASED3,664372,843-369,179-99%$26.6M$258.7K-$26.3M2026-11-09
RW Investment Management LLC
NEW3,661—+3,661——$258.5K—2026-11-03
Financial Guidance Group, Inc.
DECREASED3,6393,943-304-8%$280.9K$257.0K-$24.0K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED3,6383,635+3+0%$259.0K$256.9K-$2.1K2026-10-16
Alaska Wealth Advisors, LLC
INCREASED3,6333,593+40+1%$256.0K$256.5K+$5252026-11-09
Noble Wealth Management PBC
DECREASED3,6194,067-448-11%$289.7K$255.5K-$34.2K2026-10-01
River Wealth Advisors LLC
DECREASED3,60912,180-8,571-70%$867.8K$254.8K-$613.0K2026-11-09
Boston Standard Wealth Management, LLC
INCREASED3,6063,599+7+0%$253.9K$254.6K+$7592026-10-07
Private Management Group Inc
INCREASED3,6023,536+66+2%$252.0K$254.4K+$2.4K2026-11-04
Seros Financial, LLC
NEW3,594—+3,594——$253.8K—2026-10-21
Tableaux LLC
INCREASED3,5943,585+9+0%$255.4K$253.8K-$1.7K2026-10-23
Parkway Wealth Management Group, LLC
NEW3,593—+3,593——$253.7K—2026-10-20
Excalibur Management Corp
DECREASED3,5724,428-856-19%$315.5K$252.2K-$63.3K2026-11-02
Wedgewood Investors Inc
UNCHANGED3,5643,56400%$253.9K$251.7K-$2.3K2026-10-28
Prosperity Financial Group, Inc.
NEW3,561—+3,561——$251.4K—2026-10-29
ARS Wealth Advisors Group, LLC
DECREASED3,5605,155-1,595-31%$367.3K$251.4K-$115.9K2026-10-16
JGP Wealth Management, LLC
DECREASED3,5583,694-136-4%$263.2K$251.2K-$12.0K2026-10-13
Accelerate Investment Advisors LLC
DECREASED3,5524,419-867-20%$314.9K$250.8K-$64.1K2026-11-02
Opal Wealth Advisors, LLC
UNCHANGED3,5503,55000%$252.9K$250.7K-$2.3K2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED3,5323,53200%$251.7K$249.4K-$2.3K2026-11-03
Gables Capital Management Inc.
UNCHANGED3,5263,52600%$251.2K$249.0K-$2.3K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED3,5183,51800%$250.7K$248.4K-$2.3K2026-11-03
Nicholson Wealth Management Group, LLC
UNCHANGED3,5103,51000%$250.1K$247.8K-$2.2K2026-11-09
Insight Wealth Strategies, LLC
DECREASED3,4995,298-1,799-34%$372.7K$247.1K-$125.7K2026-10-09
Richardson Capital Management LLC
DECREASED3,4973,677-180-5%$262.0K$246.9K-$15.1K2026-10-23
Sharkey, Howes & Javer
INCREASED3,4863,483+3+0%$248.1K$246.2K-$2.0K2026-10-22
Delta Investment Management, LLC
DECREASED3,4803,523-43-1%$251.0K$245.7K-$5.3K2026-11-09
Main Street Group, LTD
DECREASED3,4653,495-30-1%$249.0K$244.7K-$4.3K2026-10-28
Tred Avon Family Wealth, LLC
UNCHANGED3,4653,46500%$246.9K$244.6K-$2.2K2026-10-20
Evergreen Wealth Management, LLC
NEW3,459—+3,459——$244.2K—2026-11-06
Valley National Advisers Inc
UNCHANGED3,4503,45000%$245.8K$243.6K-$2.2K2026-10-23
G&S Capital LLC
INCREASED3,4373,432+5+0%$244.5K$242.7K-$1.9K2026-10-23
Cohen Capital Management, Inc.
UNCHANGED3,4323,43200%$244.5K$242.3K-$2.2K2026-10-14
Carolina Wealth Management Inc
UNCHANGED3,4313,43100%$244.5K$242.3K-$2.2K2026-10-29
Lockerman Financial Group, Inc.
DECREASED3,4263,486-60-2%$248.4K$241.9K-$6.5K2026-10-19
Garner Asset Management Corp
DECREASED3,4203,620-200-6%$257.9K$237.1K-$20.8K2026-10-30
Patten Group, Inc.
DECREASED3,4188,942-5,524-62%$637.1K$241.3K-$395.8K2026-10-26
Loudon Investment Management, LLC
DECREASED3,4173,457-40-1%$246.3K$241.3K-$5.0K2026-11-06
Altar Rock LLC
DECREASED3,4079,212-5,805-63%$656.3K$239.7K-$416.6K2026-11-06
Evolution Wealth Advisors, LLC
DECREASED3,3933,431-38-1%$244.5K$239.6K-$4.9K2026-11-03
Peterson Wealth Services
UNCHANGED3,3863,38600%$241.3K$239.1K-$2.2K2026-10-26
Redwood Park Advisors LLC
UNCHANGED3,3773,37700%$240.6K$238.5K-$2.2K2026-11-02
Bucket List Wealth Management, LLC
INCREASED3,3733,372+1+0%$240.3K$238.2K-$2.1K2026-10-22
Edgemoor Investment Advisors, Inc.
UNCHANGED3,3633,36300%$239.6K$237.5K-$2.2K2026-11-03
Junk Investment Group, LLC
NEW3,357—+3,357——$237.0K—2026-10-19
Truefg, LLC
DECREASED3,3524,417-1,065-24%$314.7K$236.7K-$78.0K2026-10-15
Straight Path Wealth Management
DECREASED3,3523,421-69-2%$243.7K$236.7K-$7.1K2026-10-23
Hibernia Wealth Partners, LLC
DECREASED3,3413,342-10%$238.1K$235.9K-$2.1K2026-10-29
WMG Financial Advisors, LLC
UNCHANGED3,3173,31700%$236.3K$236.3K$02026-10-28
ODonnell Financial Services, LLC
INCREASED3,3152,932+383+13%$208.9K$234.0K+$25.2K2026-11-09
Nearside Advisors, LLC
NEW3,299—+3,299——$233.0K—2026-10-20
Reynders McVeigh Capital Management, LLC
UNCHANGED3,2953,29500%$235.0K$232.7K-$2.3K2026-10-30
Hunter Associates Investment Management LLC
NEW3,290—+3,290——$232—2026-10-26
Wealth Effects LLC
UNCHANGED3,2823,28200%$233.8K$231.7K-$2.1K2026-10-23
Lunt Capital Management, Inc.
UNCHANGED3,2813,28100%$233.8K$231.7K-$2.1K2026-10-30
Financial Security Advisor, Inc.
INCREASED3,2743,187+87+3%$227.1K$231.2K+$4.1K2026-11-03
Hardworking Capital Advisors, LLC
DECREASED3,2585,111-1,853-36%$364.2K$230.0K-$134.1K2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED3,2433,493-250-7%$248.9K$229.0K-$19.9K2026-11-03
Well Done, LLC
NEW3,240—+3,240——$228.8K—2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED3,2303,113+117+4%$221.8K$228.1K+$6.3K2026-10-14
tru Independence LLC
NEW3,216—+3,216——$227.1K—2026-10-20
Boston Common Asset Management, LLC
UNCHANGED3,1993,19900%$227.9K$225.9K-$2.0K2026-10-13
Saxony Capital Management, LLC
NEW3,197—+3,197——$225.7K—2026-10-15
Woodside Wealth Management LLC
UNCHANGED3,1973,19700%$227.8K$225.7K-$2.0K2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW3,184—+3,184——$224.8K—2026-10-22
Convergence Financial, LLC
DECREASED3,1806,306-3,126-50%$449.3K$224.6K-$224.8K2026-10-27
Fearless Solutions, LLC dba Best Invest
UNCHANGED3,1743,17400%$226.1K$224.1K-$2.0K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED3,1743,17400%$226.1K$224.1K-$2.0K2026-10-22
Ahara Advisors LLC
NEW3,166—+3,166——$223.6K—2026-10-29
Zullo Investment Group, Inc.
DECREASED3,1563,430-274-8%$244.4K$222.8K-$21.5K2026-10-20
Zinnia Wealth Advisory, LLC
NEW3,140—+3,140——$221.7K—2026-11-06
Schulz Wealth, Ltd.
INCREASED3,1202,896+224+8%$206.3K$220.3K+$14.0K2026-11-03
Hengehold Capital Management LLC
DECREASED3,0993,121-22-1%$222.4K$218.9K-$3.5K2026-10-16
Mirador Capital Partners LP
UNCHANGED3,0913,09100%$220.2K$218.3K-$2.0K2026-10-09
RMR Wealth Builders
DECREASED3,0904,439-1,349-30%$316.3K$218.2K-$98.0K2026-10-22
Maple Capital Management, Inc.
DECREASED3,0583,272-214-7%$233.1K$215.9K-$17.2K2026-11-02
Strathmore Capital Advisors, Inc.
DECREASED3,0533,548-495-14%$250.0K$207.3K-$42.7K2026-11-09
Beacon Capital Management, LLC
NEW3,050—+3,050——$215.4K—2026-10-23
Value Investment Professionals, LLC
INCREASED3,0462,973+73+2%$211.8K$215.1K+$3.3K2026-10-13
Canandaigua National Bank & Trust Co
UNCHANGED3,0403,04000%$216.6K$214.7K-$1.9K2026-10-07
Marotta Asset Management
UNCHANGED3,0313,03100%$213.3K$214.0K+$7582026-10-02
Presilium Private Wealth, LLC
NEW3,023—+3,023——$213.5K—2026-10-26
Blvd Private Wealth, LLC
NEW3,016—+3,016——$213.0K—2026-10-14
Accredited Investor Services, LLC
UNCHANGED3,0123,01200%$214.6K$212.7K-$1.9K2026-10-22
Aire Advisors, LLC
DECREASED3,0073,342-335-10%$238.1K$212.3K-$25.8K2026-10-22
Portside Wealth Group, LLC
NEW2,989—+2,989——$211.0K—2026-10-20
Blueline Advisors LLC
INCREASED2,9872,756+231+8%$196.3K$210.9K+$14.6K2026-10-15
Townsend Asset Management Corp
INCREASED2,9872,986+1+0%$212.7K$210.9K-$1.8K2026-10-29
Symphony Financial, Ltd. Co.
DECREASED2,9803,789-809-21%$269.3K$211.6K-$57.7K2026-10-22
Courage Miller Partners, LLC
NEW2,979—+2,979——$210.3K—2026-10-21
Professional Financial Advisors, LLC
INCREASED2,9782,976+2+0%$212.0K$210.3K-$1.8K2026-10-13
Global Trust Asset Management, LLC
UNCHANGED2,9742,97400%$211.9K$210.0K-$1.9K2026-10-19
Alchemi Wealth, LLC
UNCHANGED2,9722,97200%$211.8K$209.9K-$1.9K2026-11-04
Investors Asset Management of Georgia Inc
UNCHANGED2,9722,97200%$211.8K$209.9K-$1.9K2026-10-20
BG Investment Services, LLC
NEW2,970—+2,970——$209.7K—2026-10-23
Essex LLC
INCREASED2,9702,932+38+1%$208.9K$209.7K+$8072026-10-14
Burns Matteson Capital Management, LLC
DECREASED2,9664,008-1,042-26%$285.6K$209.4K-$76.1K2026-10-16
AAF Wealth Management, LLC
NEW2,956—+2,956——$208.7K—2026-10-28
Avaii Wealth Management, LLC
UNCHANGED2,9512,95100%$210.2K$209.9K-$3542026-10-09
Wealth Alliance Advisory Group, LLC
NEW2,947—+2,947——$208.1K—2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED2,9452,94500%$209.8K$207.9K-$1.9K2026-10-29
Smart Wealth LLC
NEW2,944—+2,944——$207.9K—2026-11-04
Kaufman Rossin Wealth, LLC
NEW2,924—+2,924——$206.5K—2026-10-19
Tranquility Partners, LLC
UNCHANGED2,9222,92200%$208.2K$206.3K-$1.9K2026-10-20
Sima Wealth Partners, LLC
UNCHANGED2,9122,91200%$207.5K$205.6K-$1.9K2026-10-19
Family Investment Center, Inc.
NEW2,899—+2,899——$204.7K—2026-10-19
Robbins Farley
UNCHANGED2,8972,89700%$206.4K$204.6K-$1.9K2026-10-21
SevenBridge Financial Group, LLC
DECREASED2,8783,391-513-15%$247.2K$200.8K-$46.3K2026-10-26
Sierra Summit Advisors LLC
DECREASED2,8723,249-377-12%$231.5K$202.8K-$28.7K2026-10-28
Financial Advisory Partners, LLC
UNCHANGED2,8712,87100%$204.6K$202.7K-$1.8K2026-10-23
Smith Partners Wealth Management, LLC
UNCHANGED2,8702,87000%$204.5K$202.7K-$1.8K2026-11-05
Plus Group Wealth Advisors LLC
NEW2,867—+2,867——$202.4K—2026-10-19
Shoker Investment Counsel, Inc.
UNCHANGED2,8672,86700%$204.3K$202.4K-$1.8K2026-11-04
Fairvoy Private Wealth, LLC
NEW2,864—+2,864——$202.2K—2026-10-19
Gainline Financial Partners, LLC
UNCHANGED2,8642,86400%$204.1K$202.2K-$1.8K2026-10-15
Storen Legacy Partners, LLC
DECREASED2,8593,030-171-6%$215.9K$201.9K-$14.0K2026-11-09
Duncker Streett & Co Inc
UNCHANGED2,8522,85200%$203.2K$201.4K-$1.8K2026-10-27
Francis Financial, Inc.
UNCHANGED2,8512,85100%$203.1K$201.3K-$1.8K2026-11-09
Sage Financial Management Group, Inc.
UNCHANGED2,8512,85100%$203.1K$201.3K-$1.8K2026-11-06
Investors Research Corp
DECREASED2,8473,455-608-18%$246.2K$201.0K-$45.1K2026-10-07
Lebenthal Global Advisors, LLC
DECREASED2,8452,941-96-3%$209.5K$200.9K-$8.7K2026-10-28
Leverty Financial Group, LLC
DECREASED2,8452,853-80%$203.3K$200.9K-$2.4K2026-10-08
Tcfg Investment Advisors, LLC
NEW2,839—+2,839——$200.1K—2026-10-20
Register Financial Advisors LLC
NEW2,775—+2,775——$196.0K—2026-10-23
Centerpoint Advisors, LLC
NEW2,749—+2,749——$194—2026-11-05
Quent Capital, LLC
INCREASED2,6842,312+372+16%$164.7K$182.2K+$17.5K2026-11-09
Coston, McIsaac & Partners
INCREASED2,6472,633+14+1%$187.0K$186.9K-$892026-11-06
Bullock Wealth Management Group
INCREASED2,6351,690+945+56%$118.9K$185.0K+$66.1K2026-10-09
Versant Capital Management, Inc
INCREASED2,6072,606+1+0%$185.7K$184.1K-$1.6K2026-10-02
Key Capital Management, Inc
INCREASED2,595740+1,855+251%$52.7K$183.2K+$130.5K2026-11-03
GGM Financial LLC
INCREASED2,5012,037+464+23%$145.1K$176.6K+$31.5K2026-11-05
IAG Wealth Partners, LLC
INCREASED2,4862,253+233+10%$160.5K$175.5K+$15.0K2026-11-06
Walsh & Associates, LLC
UNCHANGED2,4862,48600%$177.1K$175.5K-$1.6K2026-11-09
Go Invest LLC
DECREASED2,4582,980-522-18%$212.4K$173.5K-$38.8K2026-10-09
MilWealth Group LLC
UNCHANGED2,3872,38700%$170.1K$168.5K-$1.5K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED2,3842,38400%$169.9K$168.3K-$1.5K2026-10-28
Vestor Capital, LLC
INCREASED2,322800+1,522+190%$96$115+$192026-11-04
RMG Wealth Management LLC
UNCHANGED2,3122,31200%$169.5K$160.2K-$9.3K2026-10-26
Burk Holdings LLC
DECREASED2,3002,349-49-2%$167.4K$162.4K-$5.0K2026-11-05
Triumph Capital Management
INCREASED2,2172,216+1+0%$157.9K$156.5K-$1.3K2026-10-14
Financial Consulate, Inc
INCREASED2,1292,124+5+0%$151.3K$150.3K-$1.0K2026-10-23
Kelleher Financial Advisors
DECREASED2,1166,247-4,131-66%$445.1K$149.4K-$295.7K2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED2,0972,09700%$149.0K$148-$148.9K2026-10-14
Mondrian Investment Partners LTD
DECREASED2,09123,040-20,949-91%$1.6M$145.1K-$1.5M2026-10-23
Concord Wealth Partners
INCREASED2,0672,064+3+0%$147.1K$145.9K-$1.1K2026-11-02
West Paces Advisors Inc.
DECREASED2,0624,108-2,046-50%$292.7K$145.6K-$147.1K2026-10-13
Wolff Wiese Magana LLC
INCREASED2,0221,121+901+80%$79.9K$142.8K+$62.9K2026-10-15
Tidemark, LLC
DECREASED2,0222,496-474-19%$177.8K$142.8K-$35.1K2026-11-09
Trifecta Capital Advisors, LLC
UNCHANGED2,0212,02100%$144.0K$142.7K-$1.3K2026-10-21
Team Financial Group, LLC
NEW1,980—+1,980——$139.8K—2026-10-30
Next Level Wealth Planning, LLC
NEW1,976—+1,976——$139.5K—2026-10-29
Guardian Partners Inc.
UNCHANGED1,9701,97000%$140.4K$139.1K-$1.3K2026-10-21
DeDora Capital, Inc.
NEW1,955—+1,955——$138.0K—2026-10-26
Clark Wealth Partners
UNCHANGED1,9141,91400%$136.4K$135.1K-$1.2K2026-10-19
Financial Management Professionals, Inc.
INCREASED1,9031,861+42+2%$132.6K$134.4K+$1.8K2026-10-23
Markowski Investments
UNCHANGED1,8311,83100%$130.5K$129.3K-$1.2K2026-10-30
First Command Advisory Services, Inc.
NEW1,733—+1,733——$122.4K—2026-11-05
Olistico Wealth, LLC
UNCHANGED1,7081,70800%$121.7K$120.6K-$1.1K2026-10-05
Highland Investment Advisors LLC
INCREASED1,6791,566+113+7%$111.6K$118.6K+$7.0K2026-11-09
John Boyer, Inc.
NEW1,641—+1,641——$115.9K—2026-10-27
Bulwark Capital Corp
UNCHANGED1,6051,60500%$114.4K$113.3K-$1.0K2026-10-13
American Capital Advisory, LLC
UNCHANGED1,5661,56600%$111.6K$110.6K-$1.0K2026-10-28
Mainstream Capital Management LLC
NEW1,563—+1,563——$110.4K—2026-10-23
GoalVest Advisory LLC
UNCHANGED1,5631,56300%$111.4K$110.4K-$1.0K2026-10-02
Foresight Capital Management Advisors, Inc.
NEW1,523—+1,523——$107.5K—2026-10-27
Knuff & Co LLC
DECREASED1,5221,919-397-21%$136.8K$107.5K-$29.3K2026-11-06
Paladin Advisory Group, LLC
UNCHANGED1,5191,51900%$108.2K$107.3K-$9722026-11-09
Toews Corp
DECREASED1,496141,799-140,303-99%$10.1M$105.6K-$10.0M2026-11-09
Canton Hathaway, LLC
UNCHANGED1,4601,46000%$104.0K$103.1K-$9342026-10-23
NorthAvenue LLC
DECREASED1,4501,470-20-1%$104.7K$102.4K-$2.4K2026-10-29
Financial Freedom, LLC
NEW1,410—+1,410——$99.5K—2026-11-06
Cheviot Value Management, LLC
INCREASED1,336278+1,058+381%$19.8K$94.3K+$74.5K2026-11-09
DiNuzzo Private Wealth, Inc.
UNCHANGED1,2931,29300%$92.1K$91.3K-$8282026-10-16
Tsfg, LLC
DECREASED1,2812,878-1,597-55%$205.0K$90-$204.9K2026-10-23
Pacific Center for Financial Services
UNCHANGED1,1811,18100%$84.1K$83.4K-$7562026-10-15
West Branch Capital LLC
UNCHANGED1,1761,17600%$83.8K$83.0K-$7522026-10-20
Dakota Community Bank & Trust NA
UNCHANGED1,1611,16100%$82.7K$82.0K-$7432026-10-09
Hager Investment Management Services, LLC
INCREASED1,1521,142+10+1%$81.4K$81.3K-$252026-11-04
Decker Retirement Planning Inc.
UNCHANGED1,1271,12700%$80.3K$79.6K-$7222026-10-19
Valued Wealth Advisors LLC
INCREASED1,012177+835+472%$12.6K$71.5K+$58.8K2026-11-05
North Point Portfolio Managers Corp
NEW1,000—+1,000——$70.6K—2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9845,530-4,546-82%$394.0K$69.5K-$324.5K2026-10-14
Armstrong Advisory Group, Inc
INCREASED982624+358+57%$44.5K$69.3K+$24.9K2026-10-09
Atwood & Palmer Inc
UNCHANGED97197100%$69.2K$68.6K-$6212026-10-08
Collier Financial
INCREASED951950+1+0%$67.7K$67.1K-$5462026-11-06
Planning Strategies Inc.
INCREASED934864+70+8%$61.6K$66.0K+$4.4K2026-10-02
Cornerstone National Bank & Trust Co
UNCHANGED91391300%$64.2K$64.1K-$1372026-10-20
Roxbury Financial LLC
UNCHANGED86686600%$61.7K$61.2K-$5332026-10-01
Nova Financial LLC
NEW845—+845——$59.7K—2026-11-04
Tounjian Advisory Partners, LLC
NEW832—+832——$58.8K—2026-11-04
Nemes Rush Group LLC
INCREASED832733+99+14%$52.2K$58.7K+$6.5K2026-11-04
TFC Financial Management, Inc.
INCREASED798796+2+0%$56.7K$56.3K-$3722026-10-26
Kozak & Associates, Inc.
INCREASED798796+2+0%$56.0K$56.1K+$812026-10-29
Albion Financial Group
UNCHANGED76076000%$54.2K$53.7K-$4862026-10-21
Mosley Wealth Management
DECREASED755772-17-2%$55.0K$52.6K-$2.4K2026-10-16
Fairscale Capital, LLC
UNCHANGED74774700%$53.2K$51.9K-$1.4K2026-11-04
Essential Partners LLC
UNCHANGED73873800%$52.6K$52.1K-$4732026-10-14
CKW Financial Group
UNCHANGED73473400%$52.0K$52-$51.9K2026-10-29
Daytona Street Capital LLC
UNCHANGED72572500%$51.5K$51.5K-$82026-10-15
IFS Advisors, LLC
UNCHANGED72572500%$51.7K$51.2K-$4642026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED717742-25-3%$52.9K$50.6K-$2.2K2026-10-07
Sunrise Financial Services, LLC
DECREASED704759-55-7%$54.1K$49.7K-$4.4K2026-10-21
Marquette Asset Management, LLC
UNCHANGED69369300%$49.4K$48.9K-$4442026-10-09
Keystone Financial Group, Inc.
INCREASED682681+1+0%$48.5K$48.2K-$3182026-10-13
Hickory Point Bank & Trust
UNCHANGED67567500%$48.1K$47.7K-$4322026-10-01
Cdkv Holdings LLC
UNCHANGED64664600%$46.0K$45.6K-$4132026-10-28
Lummis Asset Management, LP
UNCHANGED64664600%$46.0K$45.6K-$4142026-11-09
Tradewinds Capital Management, LLC
DECREASED616849-233-27%$60.5K$43.5K-$17.0K2026-10-23
Horizon Financial Services, LLC
DECREASED604937-333-36%$66.8K$42.6K-$24.1K2026-11-04
PFS Partners, LLC
INCREASED593591+2+0%$42.1K$41.9K-$2892026-10-21
Prudent Man Investment Management, Inc.
INCREASED58156+525+938%$3.5K$41.0K+$37.5K2026-11-03
Ulland Investment Advisors, LLC
UNCHANGED56256200%$40$40$02026-10-13
Financial Network Wealth Advisors LLC
INCREASED534533+1+0%$38.0K$37.7K-$2492026-10-28
First Community Trust NA
UNCHANGED52152100%$37.1K$36.8K-$3332026-10-07
Nexus Investment Management ULC
UNCHANGED50050000%$35.6K$35.3K-$3202026-10-27
Peterson Wealth Management
INCREASED481480+1+0%$34.2K$34.0K-$2242026-11-06
Belvedere Trading LLC
NEW448—+448——$31.6K—2026-11-05
Your Advocates Ltd., LLP
UNCHANGED44044000%$31.4K$31.1K-$2822026-11-03
CNB Bank
UNCHANGED42242200%$30.1K$29.8K-$2712026-11-09
Winch Advisory Services, LLC
UNCHANGED42042000%$29.9K$29.7K-$2072026-11-06
Rothwell Investment Advisors, LLC
NEW397—+397——$28.0K—2026-11-06
Gen-Wealth Partners Inc
UNCHANGED38138100%$27.1K$26.9K-$2442026-11-04
Wilkerson Advisory Group LLC
INCREASED352291+61+21%$20.7K$24.9K+$4.1K2026-10-20
StrongBox Wealth, LLC
DECREASED346376-30-8%$26.8K$24.4K-$2.4K2026-11-02
Costello Asset Management, Inc
DECREASED342829-487-59%$59.1K$24.1K-$34.9K2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED34234200%$24.4K$24.1K-$2202026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED33433400%$23.8K$23.6K-$2142026-10-22
Addison Advisors LLC
INCREASED326156+170+109%$11.1K$23.0K+$11.9K2026-11-06
Vima LLC
UNCHANGED32032000%$22.8K$22.6K-$2052026-10-23
Darwin Wealth Management, LLC
INCREASED311310+1+0%$22.1K$22.0K-$1472026-11-09
Nfsg Corp
INCREASED307288+19+7%$20.5K$21.7K+$1.2K2026-10-15
Adkins Seale Capital Management LLC
NEW290—+290——$20.5K—2026-10-27
Advocate Investing Services LLC
UNCHANGED28228200%$20.1K$19.9K-$1812026-10-26
POM Investment Strategies, LLC
NEW279—+279——$19.7K—2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED26626600%$19.0K$18.8K-$1712026-11-04
Miller Global Investments, LLC
UNCHANGED26526500%$18.9K$18.7K-$1692026-10-02
Investment Research & Advisory Group, Inc.
INCREASED206205+1+0%$14.6K$14.5K-$962026-10-19
Morse Asset Management, Inc
UNCHANGED20020000%$14.3K$14.1K-$1282026-11-09
Clayton Financial Group LLC
NEW195—+195——$13.8K—2026-10-13
Southern Michigan Bank & Trust
NEW179—+179——$12.6K—2026-10-19
Rakuten Securities, Inc.
DECREASED175363-188-52%$25.9K$12.4K-$13.5K2026-11-02
Polaris Financial Partners
NEW166—+166——$12—2026-10-02
Wealth Analytics Partners, LLC
NEW154—+154——$10.9K—2026-10-19
Gleason Group, Inc.
UNCHANGED14614600%$10.4K$10.3K-$672026-10-15
Strengthening Families & Communities, LLC
UNCHANGED12112100%$8.6K$8.6K-$572026-10-21
Cedar Mountain Advisors, LLC
INCREASED112110+2+2%$7.8K$7.9K+$722026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED104158-54-34%$11.3K$7.3K-$3.9K2026-10-30
Montgomery Financial Services LLC
NEW100—+100——$7.1K—2026-11-03
Byrne Asset Management LLC
UNCHANGED10010000%$7.1K$7.0K-$1042026-10-06
Tower View Wealth Management LLC
UNCHANGED898900%$6.3K$6.3K-$412026-10-23
PayPay Securities Corp
NEW88—+88——$6.2K—2026-10-27
Hilltop National Bank
UNCHANGED828200%$5.8K$5.8K-$532026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED808000%$5.7K$5.6K-$512026-10-23
Monetary Solutions, Ltd
UNCHANGED757500%$5.3K$5.3K-$482026-10-22
Quaker Wealth Management, LLC
UNCHANGED737300%$5.2K$5.2K-$472026-10-22
Zeit Capital LLC
UNCHANGED696900%$4.9K$4.9K-$442026-10-19
Mowery & Schoenfeld Wealth Management, LLC
NEW68—+68——$4.8K—2026-10-28
Eukles Asset Management
UNCHANGED676700%$4.8K$4.7K-$432026-11-04
RHL Group, LLC
UNCHANGED666600%$4.7K$4.7K+$72026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED505000%$3.6K$3.5K-$322026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED484800%$3.4K$3.4K-$312026-10-09
Hara Capital LLC
UNCHANGED474700%$3.3K$3.3K-$302026-10-30
Activest Wealth Management
DECREASED39130-91-70%$9.3K$2.8K-$6.5K2026-10-15
SRH Advisors, LLC
UNCHANGED353500%$2.5K$2.5K-$232026-10-22
CGC Financial Services, LLC
DECREASED34185-151-82%$13.2K$2.4K-$10.8K2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED313100%$2.2K$2.2K-$182026-11-02
Cypress Capital Management LLC (WY)
NEW30—+30——$2.1K—2026-11-09
Luken Investment Analytics, LLC
UNCHANGED151500%$1.1K$1.1K-$102026-11-06
Networth Advisors, LLC
DECREASED3196-193-98%$14.0K$213-$13.8K2026-11-03
Financial Planning Navigators Corp
CLOSED0711,256-711,256-100%$50.7M$0-$50.7M2026-10-14
Sunesis Advisors, LLC
CLOSED0223,301-223,301-100%$15.9M$0-$15.9M2026-10-26
Newport Capital Group, LLC
CLOSED0197,004-197,004-100%$14.0M$0-$14.0M2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED0168,696-168,696-100%$12.0M$0-$12.0M2026-10-27
Fiduciary Advisors, Inc.
CLOSED0106,298-106,298-100%$7.6M$0-$7.6M2026-10-16
Regency Capital Management Inc.\DE
CLOSED0103,708-103,708-100%$7.4M$0-$7.4M2026-11-09
Jefferies Financial Group Inc.
CLOSED038,384-38,384-100%$2.7M$0-$2.7M2026-11-05
Halter Ferguson Financial Inc.
CLOSED017,953-17,953-100%$1.3M$0-$1.3M2026-10-21
Cambiar Investors LLC
CLOSED011,727-11,727-100%$835.5K$0-$835.5K2026-11-04
North Berkeley Wealth Management, LLC
CLOSED010,587-10,587-100%$754.3K$0-$754.3K2026-11-02
Edgestream Partners, L.P.
CLOSED010,262-10,262-100%$731.2K$0-$731.2K2026-11-10
KPP Advisory Services LLC
CLOSED09,489-9,489-100%$676.1K$0-$676.1K2026-10-26
B&D White Capital Company, LLC
CLOSED07,417-7,417-100%$528.5K$0-$528.5K2026-11-02
Tribridge Partners Financial LLC
CLOSED05,255-5,255-100%$367.9K$0-$367.9K2026-11-09
SmartHarvest Portfolios, LLC
CLOSED04,328-4,328-100%$308.4K$0-$308.4K2026-10-26
TritonPoint Partners, LLC
CLOSED04,122-4,122-100%$293.7K$0-$293.7K2026-11-05
North Capital, Inc.
CLOSED04,067-4,067-100%$289.8K$0-$289.8K2026-10-16
Councilor Wealth, LLC
CLOSED04,046-4,046-100%$288.3K$0-$288.3K2026-10-09
Tactive Advisors, LLC
CLOSED03,856-3,856-100%$274.7K$0-$274.7K2026-10-08
Clearview Wealth Management LLC
CLOSED03,850-3,850-100%$274.3K$0-$274.3K2026-10-16
ProVise Management Group, LLC
CLOSED03,674-3,674-100%$261.8K$0-$261.8K2026-11-06
Seek First Inc.
CLOSED03,594-3,594-100%$256.0K$0-$256.0K2026-10-27
Central Valley Advisors, LLC
CLOSED03,496-3,496-100%$249.2K$0-$249.2K2026-10-27
Norden Group LLC
CLOSED03,450-3,450-100%$245.8K$0-$245.8K2026-10-20
Core Wealth Management, Inc.
CLOSED03,263-3,263-100%$232.5K$0-$232.5K2026-10-22
Triton Wealth Management, Pllc
CLOSED03,255-3,255-100%$228.9K$0-$228.9K2026-11-04
RIA Advisory Group LLC
CLOSED03,125-3,125-100%$222.7K$0-$222.7K2026-10-15
Bingham Private Wealth, LLC
CLOSED03,099-3,099-100%$220.8K$0-$220.8K2026-11-05
Seneca Financial Advisors LLC
CLOSED03,075-3,075-100%$219.1K$0-$219.1K2026-10-28
Golden Reserve Retirement LLC
CLOSED03,063-3,063-100%$218.2K$0-$218.2K2026-11-02
Greenfield Savings Bank
CLOSED02,932-2,932-100%$208.9K$0-$208.9K2026-10-07
Cascade Wealth Advisors, Inc
CLOSED02,901-2,901-100%$211.5K$0-$211.5K2026-11-09
Park Capital Management, LLC / WI
CLOSED02,866-2,866-100%$204.2K$0-$204.2K2026-10-13
Perryman Financial Advisory Inc
CLOSED02,838-2,838-100%$202.2K$0-$202.2K2026-10-16
Howard Wealth Management, LLC
CLOSED02,826-2,826-100%$201.4K$0-$201.4K2026-10-28
Ironwood Wealth Management, Llc.
CLOSED01,215-1,215-100%$86.6K$0-$86.6K2026-10-28
Obsidian CIO, LLC
CLOSED01,107-1,107-100%$78.9K$0-$78.9K2026-11-05
Sims Investment Management, LLC
CLOSED0647-647-100%$40.4K$0-$40.4K2026-10-13
Strategic Wealth Advisors LLC
CLOSED0567-567-100%$35$0-$352026-11-06
LifeSteps Financial, Inc.
CLOSED0541-541-100%$38.5K$0-$38.5K2026-10-15
Swiss RE LTD
CLOSED0431-431-100%$30.7K$0-$30.7K2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0319-319-100%$22.8K$0-$22.8K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED082-82-100%$5.9K$0-$5.9K2026-10-26
Spurstone Advisory Services, LLC
CLOSED06-6-100%$422$0-$4222026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.3M$3.9M+$646.0K2026-10-29
Bank of America Corp
N/A—201,617,733-201,617,733-100%$14.4B———
Betterment LLC
N/A—138,727,174-138,727,174-100%$9.9B———
Envestnet Asset Management Inc
N/A—88,111,242-88,111,242-100%$6.3B———
Morgan Stanley
N/A—73,490,701-73,490,701-100%$5.2B———
Northwestern Mutual Wealth Management Co
N/A—66,823,471-66,823,471-100%$4.8B———
Wells Fargo & Company
N/A—57,998,723-57,998,723-100%$4.1B———
Jones Financial Companies Lllp
N/A—56,820,243-56,820,243-100%$4.0B———
Northern Trust Corp
N/A—53,763,923-53,763,923-100%$3.8B———
Royal Bank of Canada
N/A—46,391,963-46,391,963-100%$3.3B———
Mariner, LLC
N/A—37,068,072-37,068,072-100%$2.6B———
Mercer Global Advisors Inc
N/A—36,559,773-36,559,773-100%$2.6B———
Goldman Sachs Group Inc
N/A—31,653,334-31,653,334-100%$2.3B———
UBS Group AG
N/A—30,895,904-30,895,904-100%$2.2B———
Captrust Financial Advisors
N/A—30,587,929-30,587,929-100%$2.2B———
SEI Investments Co
N/A—24,855,847-24,855,847-100%$1.8B———
Baird Financial Group, Inc.
N/A—22,461,369-22,461,369-100%$1.6B———
Cerity Partners LLC
N/A—21,440,111-21,440,111-100%$1.5B———
Vanguard Global Advisers, LLC
N/A—21,202,907-21,202,907-100%$1.5B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,266,641-20,266,641-100%$1.4B———
Raymond James Financial Inc
N/A—16,278,745-16,278,745-100%$1.2B———
Jasper Ridge Partners, L.P.
N/A—15,979,954-15,979,954-100%$1.1B———
JPMorgan Chase & Co
N/A—15,957,899-15,957,899-100%$1.1B———
Ameriprise Financial Inc
N/A—15,745,161-15,745,161-100%$1.1B———
Wealthspire Advisors, LLC
N/A—15,662,182-15,662,182-100%$1.1B———
FMR LLC
N/A—15,510,513-15,510,513-100%$1.1B———
RWA Wealth Partners, LLC
N/A—15,098,458-15,098,458-100%$1.1B———
Focus Partners Wealth
N/A—11,918,550-11,918,550-100%$849.2M———
Moneta Group Investment Advisors LLC
N/A—10,957,948-10,957,948-100%$780.8M———
Manufacturers Life Insurance Company, the
N/A—10,246,137-10,246,137-100%$730.1M———
Cambridge Associates LLC
N/A—9,431,210-9,431,210-100%$672.0M———
MML Investors Services, LLC
N/A—9,151,096-9,151,096-100%$652.0M———
SCS Capital Management LLC
N/A—9,107,726-9,107,726-100%$648.9M———
Stifel Financial Corp
N/A—8,382,284-8,382,284-100%$597.2M———
CIBC Bancorp USA Inc.
N/A—8,337,316-8,337,316-100%$593.0M———
Cetera Investment Advisers
N/A—8,149,716-8,149,716-100%$580.7M———
Huntington National Bank
N/A—7,426,228-7,426,228-100%$529.1M———
MAI Capital Management
N/A—7,043,460-7,043,460-100%$501.8M———
WIT, LLC
N/A—6,727,096-6,727,096-100%$479.3M———
JMG Financial Group, Ltd.
N/A—6,253,672-6,253,672-100%$445.6M———
Alliancebernstein L.P.
N/A—6,036,446-6,036,446-100%$386.8M———
Osaic Holdings, Inc.
N/A—5,925,426-5,925,426-100%$422.3M———
M&T Bank Corp
N/A—5,618,163-5,618,163-100%$400.3M———
Pathstone Holdings, LLC
N/A—5,486,055-5,486,055-100%$390.9M———
Beacon Pointe Advisors, LLC
N/A—5,066,216-5,066,216-100%$361.0M———
Ballentine Partners, LLC
N/A—5,015,310-5,015,310-100%$357.3M———
Voya Investment Management LLC
N/A—4,923,744-4,923,744-100%$350.8M———
Rockefeller Capital Management L.P.
N/A—4,871,595-4,871,595-100%$347.1M———
Westwood Holdings Group Inc
N/A—4,837,702-4,837,702-100%$344.7M———
Fiduciary Trust Co
N/A—4,756,065-4,756,065-100%$338.9M———
Ally Invest Advisors Inc.
N/A—4,566,227-4,566,227-100%$325.3M———
BlackRock, Inc.
N/A—4,460,771-4,460,771-100%$317.8M———
Vanguard Advisers Inc
N/A—4,372,783-4,372,783-100%$311.6M———
Nepc LLC
N/A—4,298,995-4,298,995-100%$306.3M———
Blair William & Co
N/A—4,291,023-4,291,023-100%$305.7M———
Pinnacle Financial Partners, Inc.
N/A—4,082,103-4,082,103-100%$290.8M———
State of Tennessee, Department of Treasury
N/A—3,979,237-3,979,237-100%$283.5M———
Janney Montgomery Scott LLC
N/A—3,583,905-3,583,905-100%$255.4M———
Victory Capital Management Inc
N/A—3,191,494-3,191,494-100%$227.4M———
Truepoint, Inc.
N/A—3,188,877-3,188,877-100%$227.2M———
Orion Porfolio Solutions, LLC
N/A—2,859,219-2,859,219-100%$203.7M———
BOK Financial Private Wealth, Inc.
N/A—2,716,005-2,716,005-100%$193.5M———
Davis R M Inc
N/A—2,645,660-2,645,660-100%$188.5M———
Aptus Capital Advisors, LLC
N/A—2,472,701-2,472,701-100%$176.2M———
West Virginia University Foundation, Inc
N/A—2,462,855-2,462,855-100%$175.5M———
Summit Trail Advisors, LLC
N/A—2,413,619-2,413,619-100%$172.0M———
Hills Bank & Trust Co
N/A—2,406,484-2,406,484-100%$171.5M———
Bank of Hawaii
N/A—2,371,391-2,371,391-100%$169.0M———
NewEdge Advisors, LLC
N/A—2,363,407-2,363,407-100%$168.4M———
Johnson Investment Counsel Inc
N/A—2,344,738-2,344,738-100%$167.1M———
Envestnet Portfolio Solutions, Inc.
N/A—2,337,029-2,337,029-100%$166.5M———
Hirtle & Co., LLC
N/A—2,324,023-2,324,023-100%$165.6M———
Glenmede Trust Co NA
N/A—2,275,906-2,275,906-100%$162.2M———
Cresset Asset Management, LLC
N/A—2,256,989-2,256,989-100%$160.8M———
Jabodon PT Co
N/A—2,244,326-2,244,326-100%$159.9M———
HM Payson & Co
N/A—2,206,221-2,206,221-100%$157.2M———
Keewaydin Investments LLC
N/A—2,090,711-2,090,711-100%$149.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—1,920,532-1,920,532-100%$136.8M———
&partners
N/A—1,916,431-1,916,431-100%$136.5M———
Empowered Funds, LLC
N/A—1,899,607-1,899,607-100%$135.3M———
Employees Retirement System of Texas
N/A—1,798,331-1,798,331-100%$128.1M———
Commerce Bank
N/A—1,735,215-1,735,215-100%$123.6M———
Brown Advisory Inc
N/A—1,689,996-1,689,996-100%$120.4M———
Whittier Trust Co
N/A—1,670,862-1,670,862-100%$120.1M———
NewEdge Wealth, LLC
N/A—1,608,770-1,608,770-100%$114.6M———
CreativeOne Wealth, LLC
N/A—1,590,523-1,590,523-100%$113.3M———
Pure Financial Advisors, LLC
N/A—1,546,237-1,546,237-100%$110.2M———
AQR Capital Management LLC
N/A—1,507,164-1,507,164-100%$107.4M———
Range Advisory, LLC
N/A—1,480,458-1,480,458-100%$105.5M———
Peapack Gladstone Financial Corp
N/A—1,441,430-1,441,430-100%$102.7M———
Waverly Advisors, LLC
N/A—1,397,237-1,397,237-100%$99.6M———
Arvest Bank Trust Division
N/A—1,347,312-1,347,312-100%$96.0M———
Chai Trust Co LLC
N/A—1,325,001-1,325,001-100%$94.4M———
Keel Point, LLC
N/A—1,321,242-1,321,242-100%$94.1M———
Planning Alternatives LTD
N/A—1,250,803-1,250,803-100%$89.1M———
Gilbert & Cook, Inc.
N/A—1,239,039-1,239,039-100%$88.3M———
Connable Office Inc
N/A—1,219,655-1,219,655-100%$86.9M———
Nicolet Bankshares Inc
N/A—1,188,926-1,188,926-100%$85.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,186,398-1,186,398-100%$84.5M———
Proffitt & Goodson Inc
N/A—1,171,878-1,171,878-100%$83.5M———
Adventist Health System/ West
N/A—1,131,440-1,131,440-100%$80.6M———
Whittier Trust Co of Nevada Inc
N/A—1,119,310-1,119,310-100%$79.2M———
Ellenbecker Investment Group
N/A—1,110,314-1,110,314-100%$79.1M———
Strategic Investment Advisors / MI
N/A—1,034,721-1,034,721-100%$73.7M———
Steward Partners Investment Advisory, LLC
N/A—1,031,472-1,031,472-100%$73.5M———
Sanctuary Advisors, LLC
N/A—1,008,618-1,008,618-100%$71.9M———
First Western Trust Bank
N/A—966,922-966,922-100%$68.9M———
Arax Advisory Partners
N/A—961,454-961,454-100%$68.5M———
Sequoia Financial Advisors, LLC
N/A—959,904-959,904-100%$68.4M———
National Bank of Canada
N/A—943,131-943,131-100%$67.2M———
Pine Ridge Advisers LLC
N/A—937,201-937,201-100%$66.8M———
Quantinno Capital Management LP
N/A—926,704-926,704-100%$66.0M———
Financial Advisors Network, Inc.
N/A—924,776-924,776-100%$65.9M———
Focus Partners Advisor Solutions, LLC
N/A—911,024-911,024-100%$64.9M———
EP Wealth Advisors, LLC
N/A—900,609-900,609-100%$64.2M———
Mutual Advisors, LLC
N/A—878,870-878,870-100%$62.6M———
World Investment Advisors
N/A—864,110-864,110-100%$56.7M———
Raffa Wealth Management, LLC
N/A—863,323-863,323-100%$61.5M———
Tiaa Trust, National Association
N/A—846,669-846,669-100%$60.3M———
Inherent Management Corp.
N/A—846,437-846,437-100%$60.3M———
Meeder Advisory Services, Inc.
N/A—844,316-844,316-100%$60.2M———
Advisors Capital Management, LLC
N/A—835,676-835,676-100%$59.5M———
Chandler Asset Management, Inc.
N/A—825,723-825,723-100%$58.8M———
Alesco Advisors, LLC, An ESL Co
N/A—808,390-808,390-100%$57.6M———
Bluespring Wealth Management, LLC
N/A—803,226-803,226-100%$57.2M———
Summit Financial, LLC
N/A—803,015-803,015-100%$57.2M———
Consolidated Portfolio Review Corp
N/A—792,345-792,345-100%$56.5M———
Natixis Advisors, LLC
N/A—785,715-785,715-100%$56.0M———
Cliffwater LLC
N/A—768,881-768,881-100%$54.8M———
TLT Family Holdco ULC
N/A—748,200-748,200-100%$53.3M———
Pack Private Wealth, LLC
N/A—744,441-744,441-100%$53.0M———
Beaird Harris Wealth Management, LLC
N/A—743,059-743,059-100%$52.9M———
Mayport, LLC
N/A—721,836-721,836-100%$51.4M———
Wealth Management Strategies, Inc.
N/A—706,718-706,718-100%$50.4M———
Bogart Wealth, LLC
N/A—690,345-690,345-100%$49.2M———
Benjamin Edwards Inc
N/A—687,056-687,056-100%$49.0M———
Gotham Asset Management, LLC
N/A—682,243-682,243-100%$48.6M———
Permanent Capital Management, LP
N/A—675,379-675,379-100%$48.1M———
a16z Perennial Management, L.P.
N/A—667,483-667,483-100%$47.5M———
Operose Advisors LLC
N/A—662,889-662,889-100%$47.2M———
Manning & Napier Advisors LLC
N/A—660,508-660,508-100%$47.1M———
Segall Bryant & Hamill, LLC
N/A—655,790-655,790-100%$46.7M———
Brandes Investment Partners, LP
N/A—651,601-651,601-100%$46.4M———
Choate Investment Advisors
N/A—647,439-647,439-100%$46.1M———
Ameritas Investment Partners, Inc.
N/A—640,478-640,478-100%$45.6M———
CIBC World Market Inc.
N/A—637,314-637,314-100%$45.4M———
Composition Wealth, LLC
N/A—636,809-636,809-100%$45.4M———
Cahill Financial Advisors Inc
N/A—634,911-634,911-100%$45.2M———
Okabena Investment Services Inc
N/A—634,862-634,862-100%$45.2M———
Horizon Investments, LLC
N/A—632,387-632,387-100%$45.1M———
Global Retirement Partners, LLC
N/A—625,958-625,958-100%$44.6M———
Windward Private Wealth Management Inc.
N/A—619,357-619,357-100%$44.1M———
Wellington Management Group LLP
N/A—619,038-619,038-100%$44.1M———
JRM Investment Counsel, LLC
N/A—618,971-618,971-100%$44.1M———
1ST Source Bank
N/A—616,372-616,372-100%$43.9M———
Ellevest, Inc.
N/A—615,440-615,440-100%$43.5M———
Rptc Inc.
N/A—611,154-611,154-100%$43.5M———
NerdWallet Wealth Partners, LLC
N/A—607,015-607,015-100%$43.2M———
Cascade Financial Partners, LLC
N/A—599,843-599,843-100%$42.7M———
O'shaughnessy Asset Management, LLC
N/A—597,337-597,337-100%$42.6M———
Guardian Wealth Advisors, LLC / NC
N/A—586,087-586,087-100%$41.8M———
Apriem Advisors
N/A—578,734-578,734-100%$41.2M———
Caprock Group, LLC
N/A—571,191-571,191-100%$40.7M———
Mosaic Family Wealth Partners, LLC
N/A—564,827-564,827-100%$40.2M———
Savvy Advisors, Inc.
N/A—553,981-553,981-100%$39.5M———
Wealthspire Retirement, LLC
N/A—551,337-551,337-100%$39.3M———
Fairview Capital Investment Management, LLC
N/A—548,929-548,929-100%$39.1M———
Tidal Investments LLC
N/A—545,234-545,234-100%$38.8M———
Atlantic Union Bankshares Corp
N/A—540,385-540,385-100%$38.5M———
Cordant, Inc.
N/A—538,283-538,283-100%$38.4M———
Sovereign Financial Group, Inc.
N/A—534,696-534,696-100%$38.1M———
UBS Asset Management Americas LLC
N/A—533,340-533,340-100%$38.0M———
Fiduciary Wealth Partners, LLC
N/A—532,351-532,351-100%$37.9M———
Integrated Wealth Concepts LLC
N/A—526,426-526,426-100%$37.5M———
VPR Management LLC
N/A—525,600-525,600-100%$37.4M———
Intrust Bank NA
N/A—525,414-525,414-100%$37.4M———
Stephens Inc
N/A—510,238-510,238-100%$36.4M———
Consilio Wealth Advisors, LLC
N/A—498,983-498,983-100%$35.6M———
Private Advisor Group, LLC
N/A—495,812-495,812-100%$35.3M———
Principal Securities, Inc.
N/A—495,560-495,560-100%$35.3M———
Franklin Resources Inc
N/A—482,526-482,526-100%$34.4M———
IEQ Capital, LLC
N/A—467,923-467,923-100%$33.3M———
Capital Advisors Inc
N/A—463,206-463,206-100%$33.0M———
Zhang Financial LLC
N/A—457,396-457,396-100%$32.6M———
NorthRock Partners, LLC
N/A—453,208-453,208-100%$32.3M———
American Trust
N/A—451,981-451,981-100%$32.2M———
Mcmorgan & Co LLC
N/A—450,130-450,130-100%$32.1M———
NI Acquisitions Company, LLC
N/A—442,574-442,574-100%$31.5M———
Advisory Services Network, LLC
N/A—440,370-440,370-100%$31.4M———
Libra Wealth LLC
N/A—437,774-437,774-100%$31.2M———
Lbmc Investment Advisors, LLC
N/A—435,092-435,092-100%$31.0M———
QRG Capital Management, Inc.
N/A—433,363-433,363-100%$30.9M———
Modern Wealth Management, LLC
N/A—428,798-428,798-100%$30.6M———
Causeway Capital Management LLC
N/A—427,314-427,314-100%$30.4M———
Zuckerman Investment Group, LLC
N/A—427,105-427,105-100%$30.4M———
UP Strategic Wealth Investment Advisors LLC
N/A—425,817-425,817-100%$30.8M———
Per Stirling Capital Management, Llc.
N/A—421,536-421,536-100%$30.0M———
Fiduciary Group, LLC
N/A—420,185-420,185-100%$29.9M———
Prime Buchholz LLC
N/A—418,911-418,911-100%$29.8M———
Waterford Advisors, LLC
N/A—404,761-404,761-100%$28.8M———
Peak Retirement Planning, Inc.
N/A—403,062-403,062-100%$28.7M———
Equitable Holdings, Inc.
N/A—395,185-395,185-100%$28.2M———
Dravo BAY LLC
N/A—391,609-391,609-100%$27.9M———
United Capital Financial Advisors, LLC
N/A—381,818-381,818-100%$27.2M———
Simmons Bank
N/A—376,964-376,964-100%$26.9M———
Fort Point Capital Partners LLC
N/A—376,910-376,910-100%$26.9M———
Clark Estates Inc
N/A—371,060-371,060-100%$26.4M———
Aspen Grove Capital, LLC
N/A—367,542-367,542-100%$26.2M———
Vident Advisory, LLC
N/A—366,465-366,465-100%$26.1M———
Vanguard National Trust Co
N/A—365,183-365,183-100%$26.0M———
Applied Capital LLC
N/A—357,083-357,083-100%$25.4M———
American Money Management, LLC
N/A—355,550-355,550-100%$25.3M———
Signal Tree Financial Partners LLC
N/A—351,380-351,380-100%$25.0M———
Arkadios Wealth Advisors
N/A—347,637-347,637-100%$24.8M———
Crestmont Private Wealth LLC
N/A—345,012-345,012-100%$24.6M———
Stratos Wealth Partners, Ltd.
N/A—341,708-341,708-100%$24.3M———
TriCert Investment Counsel Inc.
N/A—339,367-339,367-100%$24.2M———
First Manhattan Co. Llc.
N/A—335,605-335,605-100%$23.9M———
Portland Global Advisors LLC
N/A—335,574-335,574-100%$23.9M———
DiPaolo Financial Group, Inc.
N/A—331,457-331,457-100%$23.6M———
Bradley Foster & Sargent Inc
N/A—331,101-331,101-100%$23.6M———
Transamerica Financial Advisors, LLC
N/A—328,675-328,675-100%$23.4M———
Raelipskie Partnership
N/A—325,631-325,631-100%$23.2M———
Kaleidoscope Capital LP
N/A—324,922-324,922-100%$23.2M———
Bleakley Financial Group, LLC
N/A—320,883-320,883-100%$22.9M———
Steffes Financial, Ltd.
N/A—319,617-319,617-100%$22.8M———
Regal Investment Advisors LLC
N/A—315,638-315,638-100%$22.5M———
Sand Hill Global Advisors, LLC
N/A—314,123-314,123-100%$22.4M———
Hopwood Nicholas Hunter
N/A—308,894-308,894-100%$22.0M———
Ausdal Financial Partners, Inc.
N/A—307,522-307,522-100%$21.9M———
Unconventional Investor, LLC
N/A—306,567-306,567-100%$21.8M———
Sanchez Levi Garrett
N/A—305,851-305,851-100%$21.8M———
Waterloo Capital, L.P.
N/A—298,504-298,504-100%$21.3M———
BNP Paribas Financial Markets
N/A—296,857-296,857-100%$21.2M———
Stratos Investment Management, LLC
N/A—296,208-296,208-100%$21.1M———
CSM Advisors, LLC
N/A—294,443-294,443-100%$21.0M———
Evercore Wealth Management, LLC
N/A—294,405-294,405-100%$21.0M———
National Philanthropic Trust
N/A—292,015-292,015-100%$20.8M———
TrueWealth Financial Partners
N/A—290,931-290,931-100%$20.7M———
Omnia Family Wealth, LLC
N/A—289,029-289,029-100%$20.6M———
Smith, Moore & Co.
N/A—277,047-277,047-100%$19.7M———
Flputnam Investment Management Co
N/A—275,711-275,711-100%$19.6M———
Friends of the Cornell LAB of Ornithology, Inc.
N/A—273,651-273,651-100%$19.5M———
Battery Global Advisors, LLC
N/A—273,246-273,246-100%$19.5M———
Integrated Wealthcare, LLC
N/A—272,829-272,829-100%$19.4M———
AE Wealth Management LLC
N/A—271,691-271,691-100%$19.4M———
MJP Associates Inc
N/A—268,808-268,808-100%$19.2M———
Rialto Wealth Management, LLC
N/A—267,585-267,585-100%$19.1M———
Topsail Wealth Management, LLC
N/A—265,553-265,553-100%$18.9M———
Parkwood LLC
N/A—262,127-262,127-100%$18.7M———
Gould Capital, LLC
N/A—260,383-260,383-100%$18.6M———
Meridian Wealth Advisors, LLC
N/A—259,612-259,612-100%$18.5M———
Hilltop Wealth Advisors, LLC
N/A—255,515-255,515-100%$18.2M———
Tandem Financial, LLC
N/A—251,962-251,962-100%$18.0M———
Old Mission Capital LLC
N/A—247,963-247,963-100%$17.7M———
Integrity Wealth Solutions LLC
N/A—243,750-243,750-100%$17.4M———
Miller Investment Management, LP
N/A—243,657-243,657-100%$17.4M———
Bristlecone Value Partners, LLC
N/A—234,679-234,679-100%$16.7M———
Epacria Capital Partners, LLC
N/A—234,089-234,089-100%$16.7M———
Arrowroot Family Office, LLC
N/A—234,045-234,045-100%$16.7M———
Financial Engines Advisors L.L.C.
N/A—232,243-232,243-100%$16.5M———
Callan Family Office, LLC
N/A—228,443-228,443-100%$16.3M———
IF Advisors, LLC
N/A—228,160-228,160-100%$16.3M———
CVA Family Office, LLC
N/A—226,494-226,494-100%$16.1M———
Goldstone Financial Group, LLC
N/A—226,374-226,374-100%$16.1M———
Silvercrest Asset Management Group LLC
N/A—225,486-225,486-100%$16.1M———
Objectivity Squared, LLC
N/A—219,127-219,127-100%$15.6M———
RiverGlades Family Offices LLC
N/A—218,465-218,465-100%$15.6M———
FCA Corp
N/A—217,915-217,915-100%$15.5M———
First National Bank of Omaha
N/A—215,798-215,798-100%$15.4M———
Perspective Wealth Advisors LLC
N/A—212,133-212,133-100%$15.1M———
Empower Advisory Group, LLC
N/A—211,941-211,941-100%$15.1M———
Wescap Management Group, Inc.
N/A—209,256-209,256-100%$14.9M———
Dynasty Wealth Management, LLC
N/A—209,011-209,011-100%$14.9M———
Fairlight Advisors
N/A—207,889-207,889-100%$14.8M———
Redwood Investment Management, LLC
N/A—206,402-206,402-100%$14.7M———
Maripau Wealth Management LLC
N/A—206,301-206,301-100%$14.7M———
Snowden Capital Advisors LLC
N/A—206,300-206,300-100%$14.7M———
IMA Advisory Services, Inc.
N/A—204,646-204,646-100%$14.6M———
DV Equities, LLC
N/A—204,520-204,520-100%$14.6M———
Wind River Trust Co
N/A—202,975-202,975-100%$14.5M———
Gallagher Fiduciary Advisors, LLC
N/A—198,842-198,842-100%$14.2M———
Roundview Capital LLC
N/A—196,436-196,436-100%$14.0M———
Capasso Planning Partners LLC
N/A—191,851-191,851-100%$13.7M———
Ancora Advisors LLCA
N/A—190,340-190,340-100%$13.6M———
Xcelsior Advisor Partners LLC
N/A—190,161-190,161-100%$13.5M———
Duncan Williams Asset Management, LLC
N/A—189,403-189,403-100%$13.5M———
Cerity Partners Retirement Plan Advisors LLC
N/A—189,205-189,205-100%$13.4M———
Ensign Peak Advisors, Inc
N/A—186,224-186,224-100%$13.3M———
Ally Financial Inc.
N/A—185,000-185,000-100%$13.2M———
Allianz Asset Management GmbH
N/A—184,930-184,930-100%$13.2M———
Highview Capital Management LLC
N/A—184,673-184,673-100%$13.2M———
Cape COD Five Cents Savings Bank
N/A—184,134-184,134-100%$13.1M———
Becker Capital Management Inc
N/A—182,042-182,042-100%$13.0M———
Headinvest, LLC
N/A—181,699-181,699-100%$12.9M———
Dorsey & Whitney Trust Co LLC
N/A—181,076-181,076-100%$12.9M———
Rockbridge Investment Management, LCC
N/A—180,917-180,917-100%$12.9M———
Timmons Wealth Management, LLC
N/A—177,973-177,973-100%$12.7M———
Star Financial Bank
N/A—177,861-177,861-100%$12.7M———
Penserra Capital Management LLC
N/A—176,154-176,154-100%$12.6M———
Drucker Wealth 3.0, LLC
N/A—173,045-173,045-100%$12.3M———
Main Street Financial Solutions, LLC
N/A—172,820-172,820-100%$12.3M———
Lansing Street Advisors
N/A—172,618-172,618-100%$12.3M———
Invst, LLC
N/A—172,171-172,171-100%$12.3M———
Interactive Financial Advisors, Inc.
N/A—171,709-171,709-100%$11.9M———
Twin Focus Capital Partners, LLC
N/A—170,727-170,727-100%$12.2M———
Cbiz Investment Advisory Services, LLC
N/A—169,197-169,197-100%$10.8M———
Talon Private Wealth, LLC
N/A—167,699-167,699-100%$11.9M———
Tailwinds Wealth, LLC
N/A—167,051-167,051-100%$11.9M———
Chilton Investment Co Inc.
N/A—165,606-165,606-100%$11.8M———
Capital Analysts, LLC
N/A—161,947-161,947-100%$11.5M———
Essex Financial Services, Inc.
N/A—161,295-161,295-100%$11.5M———
KilterHowling LLC
N/A—159,796-159,796-100%$11.4M———
Integrated Investment Consultants, LLC
N/A—158,654-158,654-100%$11.3M———
Michelson Medical Research Foundation, Inc.
N/A—158,160-158,160-100%$11.3M———
Smartleaf Asset Management LLC
N/A—157,483-157,483-100%$11.2M———
Pitcairn Wealth Advisors LLC
N/A—157,079-157,079-100%$11.2M———
Berkshire Asset Management LLC
N/A—156,941-156,941-100%$11.2M———
Campion Asset Management
N/A—156,504-156,504-100%$11.2M———
Roehl & Yi Investment Advisors, LLC
N/A—156,405-156,405-100%$4.3M———
Brandywine Trust Co
N/A—153,087-153,087-100%$10.9M———
Seldon Capital LP
N/A—149,017-149,017-100%$10.6M———
Stillwater Capital Advisors, LLC
N/A—147,219-147,219-100%$10.5M———
Cary Street Partners Financial LLC
N/A—146,150-146,150-100%$9.1M———
Resolute Advisors LLC
N/A—145,799-145,799-100%$10.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—145,138-145,138-100%$10.3M———
Stonebridge Financial Group, LLC
N/A—144,751-144,751-100%$10.3M———
Nuveen, LLC
N/A—143,957-143,957-100%$10.3M———
Prosperity Consulting Group, LLC
N/A—142,371-142,371-100%$10.1M———
Stembrook Asset Management, LLC
N/A—141,696-141,696-100%$10.1M———
Rothschild Wealth LLC
N/A—141,696-141,696-100%$10.1M———
BSW Wealth Partners
N/A—141,334-141,334-100%$10.1M———
OneDigital Investment Advisors LLC
N/A—140,923-140,923-100%$10.0M———
VSM Wealth Advisory, LLC
N/A—140,869-140,869-100%$10.0M———
Plum Street Advisors, LLC
N/A—140,046-140,046-100%$10.0M———
Haverford Trust Co
N/A—139,535-139,535-100%$9.9M———
BBR Partners, LLC
N/A—135,752-135,752-100%$9.7M———
LifePlan Investment Advisors, Inc.
N/A—135,731-135,731-100%$9.7M———
Fidelis Capital Partners, LLC
N/A—135,253-135,253-100%$9.6M———
Sandy Cove Advisors, LLC
N/A—135,102-135,102-100%$9.6M———
Hamilton Wealth, LLC
N/A—134,097-134,097-100%$9.6M———
Joule Financial, LLC
N/A—133,661-133,661-100%$9.5M———
FSB Premier Wealth Management, Inc.
N/A—131,646-131,646-100%$9.4M———
Wood Tarver Financial Group, LLC
N/A—130,018-130,018-100%$9.3M———
Fortis Advisors, LLC
N/A—127,303-127,303-100%$9.1M———
NorthStar Asset Management LLC
N/A—126,873-126,873-100%$9.0M———
Advyzon Investment Management, LLC
N/A—126,023-126,023-100%$9.0M———
Tradition Wealth Management, LLC
N/A—125,905-125,905-100%$9.0M———
Mission Creek Capital Partners, Inc.
N/A—125,786-125,786-100%$9.0M———
Kingsview Wealth Management, LLC
N/A—125,658-125,658-100%$9.0M———
Curi Capital, LLC
N/A—124,759-124,759-100%$8.9M———
American Investment Services, Inc.
N/A—123,861-123,861-100%$8.8M———
Alongside, LLC
N/A—122,355-122,355-100%$8.7M———
49 Wealth Management, LLC
N/A—122,355-122,355-100%$8.7M———
Independent Family Office, LLC
N/A—120,355-120,355-100%$8.6M———
Ameritas Advisory Services, LLC
N/A—119,882-119,882-100%$8.5M———
Cassady Wealth & Retirement Planning, LLC
N/A—117,852-117,852-100%$8.4M———
CoreFirst Bank & Trust
N/A—117,471-117,471-100%$8.4M———
IHT Wealth Management, LLC
N/A—117,102-117,102-100%$8.3M———
Bearing Point Capital, LLC
N/A—116,694-116,694-100%$8.3M———
Taylor Hoffman Capital Management LLC
N/A—114,219-114,219-100%$8.1M———
Kovack Advisors, Inc.
N/A—114,179-114,179-100%$8.1M———
Westerkirk Capital Inc.
N/A—113,781-113,781-100%$8.1M———
Marino Management, LLC
N/A—113,061-113,061-100%$8.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—112,709-112,709-100%$8.0M———
Perennial Investment Advisors, LLC
N/A—112,261-112,261-100%$8.0M———
Severin Investments, LLC
N/A—110,345-110,345-100%$7.9M———
PCM Encore, LLC
N/A—110,196-110,196-100%$7.9M———
Meadowbrook Advisors Group, LLC
N/A—109,075-109,075-100%$7.8M———
McNamara Financial Services, Inc.
N/A—108,344-108,344-100%$7.7M———
MorganRosel Wealth Management, LLC
N/A—107,880-107,880-100%$7.7M———
One Capital Management, LLC
N/A—107,785-107,785-100%$6.9M———
Fort Sheridan Advisors LLC
N/A—106,443-106,443-100%$7.6M———
Capital International Investors
N/A—104,073-104,073-100%$7.4M———
ST Germain D J Co Inc
N/A—101,163-101,163-100%$7.2M———
DRW Securities, LLC
N/A—100,334-100,334-100%$7.1M———
Foundations Investment Advisors, LLC
N/A—100,300-100,300-100%$7.1M———
Rehmann Capital Advisory Group
N/A—98,688-98,688-100%$7.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—98,267-98,267-100%$7.0M———
BFC Planning, Inc.
N/A—97,928-97,928-100%$7.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—95,175-95,175-100%$6.8M———
Mission Hills Financial Advisory, LLC
N/A—95,127-95,127-100%$6.8M———
Bakala Capital LLC
N/A—92,853-92,853-100%$6.6M———
LOM Asset Management Ltd
N/A—91,372-91,372-100%$6.5M———
Fiducient Advisors LLC
N/A—90,579-90,579-100%$6.5M———
Klingenstein Fields & Co LP
N/A—90,291-90,291-100%$6.4M———
Pine Harbor Wealth Management, LLC
N/A—87,136-87,136-100%$6.2M———
Alley Investment Management Company, LLC
N/A—86,863-86,863-100%$6.2M———
Mayflower Financial Advisors, LLC
N/A—86,785-86,785-100%$6.2M———
Checchi Capital Advisers, LLC
N/A—85,593-85,593-100%$6.1M———
JDM Financial Group LLC
N/A—85,512-85,512-100%$6.1M———
Fiduciary Financial Advisors
N/A—84,851-84,851-100%$6.0M———
Traction Financial Partners, LLC
N/A—84,138-84,138-100%$6.0M———
Teachers Insurance & Annuity Association of America
N/A—82,082-82,082-100%$5.8M———
PAX Financial Group, LLC
N/A—81,981-81,981-100%$5.8M———
Magnolia Capital Advisors LLC
N/A—81,285-81,285-100%$5.8M———
Stillwater Private Wealth, LLC
N/A—80,572-80,572-100%$5.9K———
C M Bidwell & Associates LTD
N/A—80,243-80,243-100%$5.7M———
Legacy Financial Group LLC
N/A—80,147-80,147-100%$5.7M———
Federation des caisses Desjardins du Quebec
N/A—79,593-79,593-100%$5.7M———
Golden Road Advisors LLC
N/A—78,384-78,384-100%$5.6M———
Neuberger Berman Group LLC
N/A—77,683-77,683-100%$5.5M———
BTC Capital Management, Inc.
N/A—77,438-77,438-100%$5.5M———
Bravera Wealth
N/A—77,145-77,145-100%$5.5M———
Glassman Wealth Services
N/A—77,043-77,043-100%$5.5M———
OneAscent Financial Services LLC
N/A—77,028-77,028-100%$5.5M———
Pacific Financial Group Inc
N/A—76,890-76,890-100%$5.5M———
Boston Family Office LLC
N/A—76,352-76,352-100%$5.4M———
Canada Life Assurance Co
N/A—75,986-75,986-100%$5.4M———
Ariel Investments, LLC
N/A—75,980-75,980-100%$5.4M———
Proficio Capital Partners LLC
N/A—74,223-74,223-100%$5.3M———
Napier Financial, LLC
N/A—71,983-71,983-100%$5.1M———
Kintra Wealth, LLC
N/A—71,467-71,467-100%$5.3M———
Nomura Asset Management Co LTD
N/A—70,960-70,960-100%$5.1M———
Stock Yards Bank & Trust Co
N/A—70,162-70,162-100%$5.0M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—67,778-67,778-100%$4.8M———
Spartan Wealth Advisory Services LLC
N/A—67,657-67,657-100%$4.8M———
Oakmont Advisory Group, LLC
N/A—67,228-67,228-100%$4.8M———
Performance Wealth Partners, LLC
N/A—66,175-66,175-100%$4.7M———
Elm Partners Management LLC
N/A—65,799-65,799-100%$4.7M———
Calydon Capital
N/A—64,628-64,628-100%$4.6M———
Northstar Financial Companies, Inc.
N/A—64,217-64,217-100%$4.6M———
Calton & Associates, Inc.
N/A—64,168-64,168-100%$4.6M———
Wealthspan Partners, LLC
N/A—63,458-63,458-100%$4.5M———
FFT Wealth Management LLC
N/A—63,097-63,097-100%$4.5M———
Verity Wealth Advisors
N/A—63,012-63,012-100%$4.5M———
Colonial Trust Co / SC
N/A—62,586-62,586-100%$4.5M———
Dearborn Partners LLC
N/A—62,227-62,227-100%$4.4M———
OneAscent Family Office, LLC
N/A—62,138-62,138-100%$4.4M———
Kirtland Hills Capital Management, LLC
N/A—61,749-61,749-100%$4.4M———
Granite Bay Wealth Management, LLC
N/A—60,192-60,192-100%$4.3M———
Buffalo Business & Estate Services LTD
N/A—59,247-59,247-100%$4.2M———
Aegis Wealth Management LLC
N/A—58,712-58,712-100%$4.2M———
JT Stratford LLC
N/A—58,695-58,695-100%$4.2M———
Rothschild Capital Partners, LLC
N/A—58,340-58,340-100%$4.2M———
Silver Coast Investments LLC
N/A—58,252-58,252-100%$4.2M———
Texas Yale Capital Corp.
N/A—57,176-57,176-100%$4.1M———
Berger Financial Group, Inc
N/A—57,151-57,151-100%$4.1M———
Kastel Capital Advisors, LLC
N/A—57,114-57,114-100%$3.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—56,551-56,551-100%$4.0M———
Gladstone Institutional Advisory LLC
N/A—56,404-56,404-100%$4.0M———
Bartlett & Co. Wealth Management LLC
N/A—56,046-56,046-100%$4.0M———
Planning Project LLC
N/A—54,980-54,980-100%$4.0M———
Aureus Asset Management, LLC
N/A—54,911-54,911-100%$3.9M———
SageView Advisory Group, LLC
N/A—54,804-54,804-100%$3.9M———
Carr Financial Group Corp
N/A—54,192-54,192-100%$3.9M———
Gateway Wealth Partners, LLC
N/A—52,892-52,892-100%$3.8M———
WorthPointe, LLC
N/A—52,781-52,781-100%$3.8M———
Seeds Investor LLC
N/A—51,751-51,751-100%$3.7M———
Capital Group Private Client Services, Inc.
N/A—51,215-51,215-100%$3.6M———
Brown Brothers Harriman & Co
N/A—51,172-51,172-100%$3.6M———
Oxford Financial Group, Ltd. LLC
N/A—50,802-50,802-100%$3.6M———
Hilltop Holdings Inc.
N/A—50,724-50,724-100%$3.6M———
Centaurus Financial, Inc.
N/A—50,230-50,230-100%$3.6M———
Mendel Capital Management LLC
N/A—49,864-49,864-100%$3.6M———
LGL Partners, LLC
N/A—49,557-49,557-100%$3.5M———
Bcgm Wealth Management, LLC
N/A—48,689-48,689-100%$3.5M———
Private Wealth Asset Management, LLC
N/A—48,636-48,636-100%$3.5M———
Riverview Trust Co
N/A—48,354-48,354-100%$3.4M———
Sequent Planning LLC
N/A—48,293-48,293-100%$3.4M———
Forefront Analytics, LLC
N/A—47,559-47,559-100%$3.4M———
Security National Bank of Sioux City Iowa
N/A—47,396-47,396-100%$3.4M———
Castle Wealth Management LLC
N/A—46,785-46,785-100%$3.3M———
Klcm Advisors, Inc.
N/A—46,612-46,612-100%$3.3M———
Larch Capital Partners LLC
N/A—46,366-46,366-100%$3.3M———
Hancock Whitney Corp
N/A—45,823-45,823-100%$3.3M———
Clarion Wealth Managment Partners, LLC
N/A—45,525-45,525-100%$3.2M———
Orcam Financial Group
N/A—45,475-45,475-100%$3.2M———
Note Advisors, LLC
N/A—45,281-45,281-100%$3.2M———
Maridea Wealth Management LLC
N/A—44,167-44,167-100%$3.1M———
Allie Family Office LLC
N/A—43,850-43,850-100%$3.1M———
Midwestern Financial, LLC
N/A—43,552-43,552-100%$3.1M———
SHP Wealth Management
N/A—43,479-43,479-100%$3.1M———
First Trust Advisors LP
N/A—43,109-43,109-100%$3.1M———
Pallas Capital Advisors LLC
N/A—43,082-43,082-100%$3.1M———
Canal Capital Management, LLC
N/A—42,566-42,566-100%$3.0M———
Basecamp Wealth Advisors LLC
N/A—42,509-42,509-100%$3.0M———
Stratos Wealth Advisors, LLC
N/A—42,245-42,245-100%$3.0M———
Spinnaker Trust
N/A—42,172-42,172-100%$3.0M———
North Star Asset Management Inc
N/A—42,025-42,025-100%$3.0M———
Syon Capital LLC
N/A—41,676-41,676-100%$3.0M———
First National Advisers, LLC
N/A—41,672-41,672-100%$3.0M———
Cerity Partners Ocio LLC
N/A—41,302-41,302-100%$2.9M———
Vanguard Personalized Indexing Management, LLC
N/A—41,034-41,034-100%$2.9M———
M3 Advisory Group, LLC
N/A—40,722-40,722-100%$2.9M———
Atlas Legacy Advisors, LLC
N/A—39,655-39,655-100%$2.8M———
Mairs & Power Inc
N/A—39,279-39,279-100%$2.8M———
Strategic Financial Planning, Inc.
N/A—39,004-39,004-100%$2.8M———
Strategic Financial Concepts, LLC
N/A—38,939-38,939-100%$2.8M———
RiverFront Investment Group, LLC
N/A—38,750-38,750-100%$2.8M———
Capital Advisor Network LLC
N/A—38,675-38,675-100%$2.8M———
IFC Advisors LLC
N/A—38,250-38,250-100%$2.7M———
Talisman Wealth Advisors LLC
N/A—38,139-38,139-100%$2.7M———
Comprehensive Money Management Services LLC
N/A—38,109-38,109-100%$2.7M———
Sharp Wealth Advisory, LLC
N/A—37,655-37,655-100%$2.7M———
Legacy Wealth Advisors, LLC
N/A—37,590-37,590-100%$2.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—37,297-37,297-100%$2.7M———
Dakota Wealth Management
N/A—36,565-36,565-100%$2.6M———
JMN Financial LLC
N/A—35,722-35,722-100%$2.5M———
Kropog Financial Group, LLC
N/A—35,344-35,344-100%$2.5M———
Mittelman Wealth Management
N/A—35,179-35,179-100%$12.3M———
Tiaa Wealth Investment Management LLC
N/A—34,673-34,673-100%$2.5M———
Chevy Chase Trust Holdings, LLC
N/A—34,355-34,355-100%$2.4M———
FSA Advisors, Inc.
N/A—33,757-33,757-100%$2.4M———
Bragg Financial Advisors, Inc
N/A—33,691-33,691-100%$2.4M———
Two Sigma Securities, LLC
N/A—33,550-33,550-100%$2.4M———
Blom & Howell Financial Planning, Inc.
N/A—33,442-33,442-100%$2.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—33,180-33,180-100%$2.4M———
Coppell Advisory Solutions LLC
N/A—32,311-32,311-100%$1.2M———
Beacon Bridge Wealth Partners, LLC
N/A—32,188-32,188-100%$2.3M———
Brand Asset Management Group, Inc.
N/A—32,045-32,045-100%$2.3M———
VestGen Investment Management
N/A—32,024-32,024-100%$2.3M———
Crewe Advisors LLC
N/A—31,991-31,991-100%$2.3M———
Lazard Asset Management LLC
N/A—31,814-31,814-100%$2.3M———
Parsonex Advisory Services, Inc.
N/A—31,403-31,403-100%$2.2M———
Marquette Associates, Inc.
N/A—31,364-31,364-100%$2.2M———
Noble Wealth Partners LLC
N/A—31,356-31,356-100%$2.2M———
Balanced Rock Investment Advisors LLC
N/A—31,060-31,060-100%$2.2M———
Arizona Psprs Trust
N/A—30,933-30,933-100%$2.2M———
Independent Advisor Alliance
N/A—30,020-30,020-100%$2.1M———
Global Endowment Management, LP
N/A—30,000-30,000-100%$2.1M———
Kiley Juergens Wealth Management, LLC
N/A—29,878-29,878-100%$2.1M———
Insigneo Advisory Services, LLC
N/A—29,602-29,602-100%$2.1M———
Wilson & Boucher Capital Management, LLC
N/A—29,242-29,242-100%$2.1M———
J.E. Simmons & Co., P.C.
N/A—29,026-29,026-100%$2.1M———
Vista Investment Management
N/A—28,631-28,631-100%$2.0M———
Compass Capital Corp
N/A—28,477-28,477-100%$2.1M———
Tolleson Wealth Management, Inc.
N/A—28,361-28,361-100%$2.0M———
Wick Capital Partners, LLC
N/A—28,107-28,107-100%$2.0M———
Naviter Wealth, LLC
N/A—28,097-28,097-100%$2.0M———
One Wealth Advisors, LLC
N/A—27,912-27,912-100%$2.0M———
Athena Investment Management
N/A—27,896-27,896-100%$2.0M———
Summit Wealth Partners, LLC
N/A—27,888-27,888-100%$2.0M———
Liberty Wealth Management LLC
N/A—27,863-27,863-100%$1.8M———
Common Fund for Nonprofit Organizations
N/A—27,857-27,857-100%$2.0M———
TRB Wealth Management, LLC
N/A—27,566-27,566-100%$2.0M———
Axis Wealth Partners, LLC
N/A—27,443-27,443-100%$2.0M———
Continuum Advisory, LLC
N/A—27,416-27,416-100%$2.0M———
Peak Asset Management, LLC
N/A—27,346-27,346-100%$1.9M———
Westmount Partners, LLC
N/A—27,333-27,333-100%$1.9M———
Tower Bridge Advisors
N/A—27,108-27,108-100%$1.9M———
Transcend Capital Advisors, LLC
N/A—26,843-26,843-100%$1.9M———
Petra Financial Advisors Inc
N/A—26,755-26,755-100%$1.9M———
Security National Bank of SO DAK
N/A—26,715-26,715-100%$1.9M———
Minot DeBlois Advisors LLC
N/A—26,689-26,689-100%$1.9M———
New Republic Capital, LLC
N/A—26,419-26,419-100%$1.9M———
GeoWealth Management, LLC
N/A—26,335-26,335-100%$1.9M———
Chico Wealth RIA
N/A—26,229-26,229-100%$1.9M———
Wealthedge Investment Advisors, LLC
N/A—26,134-26,134-100%$1.9M———
Pennington Partners & Co., LLC
N/A—26,075-26,075-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—25,907-25,907-100%$1.8M———
Bridge Generations Wealth Management LLC
N/A—25,677-25,677-100%$1.8M———
BTG Pactual Asset Management US LLC
N/A—25,598-25,598-100%$1.3M———
Destination Wealth Management
N/A—25,554-25,554-100%$1.8M———
PW Advisors, LLC \ FL
N/A—25,134-25,134-100%$1.8M———
EWA, LLC
N/A—25,073-25,073-100%$1.8M———
Voya Financial Advisors, Inc.
N/A—24,959-24,959-100%$1.8M———
WFA of San Diego, LLC
N/A—24,895-24,895-100%$1.8M———
Cambient Family Office, LLC
N/A—24,859-24,859-100%$1.8M———
Advisory Research Inc
N/A—24,652-24,652-100%$1.8M———
Osborne Partners Capital Management, LLC
N/A—24,548-24,548-100%$1.7M———
South Plains Financial, Inc.
N/A—24,469-24,469-100%$1.7M———
Sargent Investment Group, LLC
N/A—24,268-24,268-100%$1.7M———
CFO4Life Group, LLC
N/A—24,212-24,212-100%$1.7M———
Geometric Wealth Advisors
N/A—23,814-23,814-100%$1.7M———
Urban Financial Advisory Corp
N/A—23,766-23,766-100%$1.7M———
Kera Capital Partners, Inc.
N/A—23,758-23,758-100%$1.7M———
Cannell & Spears LLC
N/A—23,545-23,545-100%$1.7M———
Cascades Capital Asset Management, LLC
N/A—23,535-23,535-100%$1.7M———
Old North State Trust, LLC
N/A—23,293-23,293-100%$1.7M———
Stonebridge Capital Advisors LLC
N/A—23,128-23,128-100%$1.6M———
Main Management LLC
N/A—23,074-23,074-100%$1.6M———
Investment Advisory Group, LLC
N/A—23,003-23,003-100%$1.6M———
Advisory Alpha, LLC
N/A—22,864-22,864-100%$1.6M———
American Alpha Advisors, LLC
N/A—22,826-22,826-100%$1.6M———
Scotia Capital Inc.
N/A—22,763-22,763-100%$1.6M———
WCG Wealth Advisors LLC
N/A—22,322-22,322-100%$1.6M———
Zacks Investment Management
N/A—22,210-22,210-100%$1.6M———
Johnson Financial Group, Inc.
N/A—21,858-21,858-100%$1.6M———
L & S Advisors Inc
N/A—21,848-21,848-100%$1.6M———
State Street Corp
N/A—21,845-21,845-100%$1.6M———
Lifeworks Advisors, LLC
N/A—21,741-21,741-100%$1.5M———
Fielder Capital Group LLC
N/A—21,578-21,578-100%$1.5M———
Hemenway Trust Co LLC
N/A—21,537-21,537-100%$1.5M———
WealthTrak Capital Management LLC
N/A—21,507-21,507-100%$1.5M———
Windsor Advisory Group, LLC
N/A—21,479-21,479-100%$1.5M———
1832 Asset Management L.P.
N/A—21,474-21,474-100%$1.5M———
Financial Strategies Group, Inc.
N/A—21,434-21,434-100%$1.5M———
Forefront Wealth Partners, LLC
N/A—21,276-21,276-100%$1.5M———
Strategic Financial Services, Inc.
N/A—21,201-21,201-100%$1.5M———
Jump Financial, LLC
N/A—21,152-21,152-100%$1.5M———
Strategies Wealth Advisors, LLC
N/A—21,051-21,051-100%$1.5M———
Brio Consultants, LLC
N/A—20,994-20,994-100%$1.5M———
Susquehanna International Group, LLP
N/A—20,827-20,827-100%$1.5M———
Greenline Partners, LLC
N/A—20,601-20,601-100%$1.5M———
Birchcreek Wealth Management, LLC
N/A—20,518-20,518-100%$1.5M———
Clarendon Private LLC
N/A—20,447-20,447-100%$1.5M———
RBF Capital, LLC
N/A—20,000-20,000-100%$1.4M———
PFG Investments, LLC
N/A—19,853-19,853-100%$1.4M———
Hanover Advisors Inc
N/A—19,844-19,844-100%$1.4M———
Knightsbridge Asset Management, LLC
N/A—19,730-19,730-100%$1.4M———
Jennison Associates LLC
N/A—19,527-19,527-100%$1.4M———
Boston Research & Management Inc
N/A—19,498-19,498-100%$1.4M———
IKE Capital, LLC
N/A—19,371-19,371-100%$1.4M———
DV Trading LLC
N/A—19,307-19,307-100%$1.4M———
Winthrop Partners - WNY, LLC
N/A—19,292-19,292-100%$1.4M———
Keystone Financial Group
N/A—19,154-19,154-100%$1.4M———
Wealthquest Corp
N/A—19,133-19,133-100%$1.4M———
Cambria Investment Management, L.P.
N/A—18,713-18,713-100%$1.3M———
Avos Capital Management, LLC
N/A—18,707-18,707-100%$1.3M———
Douglass Winthrop Advisors, LLC
N/A—18,619-18,619-100%$1.3M———
Parkwoods Wealth Partners, LLC
N/A—17,988-17,988-100%$1.3M———
Immaculate Wealth Management LLC
N/A—17,901-17,901-100%$1.3M———
Quotient Wealth Partners, LLC
N/A—17,898-17,898-100%$1.3M———
Heartland Bank & Trust Co
N/A—17,874-17,874-100%$1.3M———
Resources Management Corp
N/A—17,593-17,593-100%$1.3M———
Cozad Asset Management Inc
N/A—17,569-17,569-100%$1.3M———
Olde Wealth Management, LLC
N/A—17,567-17,567-100%$1.3M———
Tobias Financial Advisors, Inc.
N/A—17,538-17,538-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—17,474-17,474-100%$1.2M———
Next Capital Management LLC
N/A—17,435-17,435-100%$1.2M———
Jane Street Group, LLC
N/A—17,063-17,063-100%$1.2M———
Goepper Burkhardt LLC
N/A—17,056-17,056-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—17,052-17,052-100%$1.2M———
Twin City Private Wealth, LLC
N/A—16,929-16,929-100%$1.2M———
First National Bank of Hutchinson
N/A—16,816-16,816-100%$1.2M———
Brookwood Investment Group LLC
N/A—16,694-16,694-100%$1.2M———
Shufro Rose & Co LLC
N/A—16,439-16,439-100%$1.2M———
Spirepoint Private Client, LLC
N/A—16,181-16,181-100%$1.2M———
Arcus Capital Partners, LLC
N/A—16,166-16,166-100%$1.2M———
Koss-Olinger Consulting, LLC
N/A—16,052-16,052-100%$1.1M———
Horizon Investment Services, LLC
N/A—16,023-16,023-100%$1.1M———
WealthShield Partners, LLC
N/A—16,009-16,009-100%$1.1M———
Vantage Point Financial LLC
N/A—15,875-15,875-100%$1.1M———
FLC Capital Advisors
N/A—15,781-15,781-100%$1.1M———
Two Sigma Investments, LP
N/A—15,560-15,560-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,424-15,424-100%$1.1M———
Westfuller Advisors, LLC
N/A—15,408-15,408-100%$1.1M———
Tudor Financial Inc.
N/A—15,341-15,341-100%$1.1M———
Aspire Capital Advisors LLC
N/A—15,270-15,270-100%$1.1M———
Medallion Wealth Advisors, LLC
N/A—15,250-15,250-100%$1.1M———
Northwest Bancshares, Inc.
N/A—15,158-15,158-100%$1.1M———
Black Cypress Capital Management, LLC
N/A—15,129-15,129-100%$1.1M———
Alaethes Wealth, LLC
N/A—15,040-15,040-100%$1.1M———
Dunhill Financial, LLC
N/A—14,835-14,835-100%$1.1M———
Crux Wealth Advisors
N/A—14,757-14,757-100%$1.1M———
Beckerman Institutional, LLC
N/A—14,748-14,748-100%$1.1M———
Modus Advisors, LLC
N/A—14,704-14,704-100%$1.0M———
Founders Financial Alliance, LLC
N/A—14,581-14,581-100%$1.0M———
Sonoma Private Wealth LLC
N/A—14,391-14,391-100%$1.0M———
Bank of Marin
N/A—14,254-14,254-100%$1.0M———
Causey Wealth LLC
N/A—13,900-13,900-100%$990.4K———
Everstar Asset Management, LLC
N/A—13,854-13,854-100%$987.1K———
Orleans Capital Management Corp
N/A—13,707-13,707-100%$976.6K———
Fort Vancouver Investment Management, LLC
N/A—13,609-13,609-100%$969.6K———
Venturi Wealth Management, LLC
N/A—13,517-13,517-100%$963.1K———
Bridgewater Advisors Inc.
N/A—13,398-13,398-100%$951.8K———
Sachetta, LLC
N/A—13,356-13,356-100%$951.6K———
Wallace Advisory Group, LLC
N/A—13,317-13,317-100%$948.8K———
Abbot Financial Management, Inc.
N/A—13,286-13,286-100%$946.6K———
Matters Capital LLC
N/A—13,254-13,254-100%$944.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—13,110-13,110-100%$934.1K———
Richard W. Paul & Associates, LLC
N/A—13,084-13,084-100%$932.3K———
Cornerstone Financial Group, LLC
N/A—12,935-12,935-100%$921.7K———
Icon Wealth Advisors, LLC
N/A—12,829-12,829-100%$914.0K———
W1m Asset Management Ltd
N/A—12,805-12,805-100%$912.3K———
XTX Topco Ltd
N/A—12,701-12,701-100%$904.9K———
Elgethun Capital Management
N/A—12,676-12,676-100%$903.2K———
Evernest Financial Advisors, LLC
N/A—12,651-12,651-100%$901.4K———
Round Rock Advisors LLC
N/A—12,637-12,637-100%$900.4K———
Twin Peaks Wealth Advisors, LLC
N/A—12,578-12,578-100%$896.2K———
Laffer Tengler Investments, Inc.
N/A—12,561-12,561-100%$895.0K———
Viawealth, LLC
N/A—12,557-12,557-100%$894.7K———
Arkos Global Advisors
N/A—12,510-12,510-100%$891.0K———
Fayez Sarofim & Co
N/A—12,444-12,444-100%$886.6K———
Potomac Fund Management Inc
N/A—12,405-12,405-100%$883.9K———
Madison Wealth Partners, Inc
N/A—12,362-12,362-100%$880.8K———
Petix & Botte Co
N/A—12,268-12,268-100%$874.1K———
LRI Investments, LLC
N/A—12,046-12,046-100%$858.3K———
HTG Investment Advisors, Inc.
N/A—11,932-11,932-100%$850.2K———
Requisite Capital Management, LLC
N/A—11,792-11,792-100%$840.2K———
Asset Management Group, Inc.
N/A—11,722-11,722-100%$835.2K———
VeraBank, N.A.
N/A—11,658-11,658-100%$830.6K———
Wellspring Financial Advisors, LLC
N/A—11,591-11,591-100%$825.8K———
NorthCoast Asset Management LLC
N/A—11,519-11,519-100%$820.8K———
Citadel Advisors LLC
N/A—11,395-11,395-100%$811.9K———
Atomic Invest LLC
N/A—11,167-11,167-100%$792.0K———
B & T Capital Management DBA Alpha Capital Management
N/A—11,162-11,162-100%$795.3K———
Farmers National Bank
N/A—11,148-11,148-100%$794.3K———
Truvestments Capital LLC
N/A—11,085-11,085-100%$671.8K———
WNY Asset Management, LLC
N/A—10,873-10,873-100%$774.7K———
Cofg Advisors, LLC
N/A—10,770-10,770-100%$767.4K———
Empirical Asset Management, LLC
N/A—10,505-10,505-100%$748.5K———
Colter Lewis Investment Partners LLC
N/A—10,241-10,241-100%$729.7K———
Pgim Custom Harvest LLC
N/A—10,170-10,170-100%$724.6K———
VAN DEN Berg Management I, Inc
N/A—10,157-10,157-100%$723.7K———
PCG Wealth Advisors, LLC
N/A—10,110-10,110-100%$720.3K———
Hobbs Group Advisors, LLC
N/A—10,044-10,044-100%$715.7K———
Ethos Financial Group, LLC
N/A—9,988-9,988-100%$688.7K———
Sheridan Capital Management, LLC
N/A—9,899-9,899-100%$705.3K———
Synergy Investment Management, LLC
N/A—9,873-9,873-100%$696.8K———
Bienville Capital Management, LLC
N/A—9,830-9,830-100%$700.4K———
Alta Wealth Advisors LLC
N/A—9,687-9,687-100%$690.2K———
GW&K Investment Management, LLC
N/A—9,622-9,622-100%$686.0K———
Lcnb Corp
N/A—9,478-9,478-100%$675.3K———
First American Trust, FSB
N/A—9,414-9,414-100%$670.7K———
Wimmer Associates 1, LLC
N/A—9,390-9,390-100%$669.0K———
Pasadena Private Wealth, LLC
N/A—9,250-9,250-100%$659.1K———
KKM Financial LLC
N/A—9,235-9,235-100%$658.0K———
Harvest Investment Services, LLC
N/A—9,212-9,212-100%$656.4K———
Vantus Wealth LLC
N/A—9,207-9,207-100%$656.0K———
Providence Capital Advisors, LLC
N/A—9,094-9,094-100%$648.0K———
First Foundation Advisors
N/A—9,065-9,065-100%$645.9K———
Webster Bank, N. A.
N/A—9,006-9,006-100%$641.7K———
Summit Wealth & Retirement Planning, Inc.
N/A—8,893-8,893-100%$633.6K———
Wealth Alliance, LLC
N/A—8,892-8,892-100%$633.5K———
Financial Alternatives, Inc
N/A—8,869-8,869-100%$631.9K———
Rothschild Investment LLC
N/A—8,726-8,726-100%$621.7K———
Prudent Investors Network, Inc.
N/A—8,724-8,724-100%$621.6K———
WealthTrust Axiom LLC
N/A—8,708-8,708-100%$620.4K———
GWN Securities Inc.
N/A—8,674-8,674-100%$618.0K———
Centric Wealth Management
N/A—8,632-8,632-100%$604.9K———
Harbour Investment Management LLC
N/A—8,544-8,544-100%$608.8K———
Retirement Income Solutions, Inc
N/A—8,436-8,436-100%$540.6K———
Pettyjohn, Wood & White, Inc
N/A—8,357-8,357-100%$595.5K———
Coastal Bridge Advisors, LLC
N/A—8,290-8,290-100%$590.7K———
MidFirst Bank
N/A—8,226-8,226-100%$586.1K———
Keating Financial Advisory Services, Inc.
N/A—8,210-8,210-100%$584.9K———
Ruedi Wealth Management, Inc.
N/A—8,119-8,119-100%$578.5K———
Maxele Advisors, LLC
N/A—8,117-8,117-100%$578.3K———
Toronto Dominion Bank
N/A—8,000-8,000-100%$569.0K———
HHM Wealth Advisors, LLC
N/A—7,959-7,959-100%$567.1K———
Strategic Financial Partners, Ltd.
N/A—7,865-7,865-100%$560.4K———
Trivium Point Advisory, LLC
N/A—7,845-7,845-100%$559.0K———
Hollencrest Capital Management
N/A—7,841-7,841-100%$558.7K———
Hill Investment Group Partners, LLC
N/A—7,801-7,801-100%$555.8K———
Miller Capital Partners, Inc.
N/A—7,789-7,789-100%$555.0K———
Aspiring Ventures, LLC
N/A—7,771-7,771-100%$553.7K———
Inspire Advisors, LLC
N/A—7,747-7,747-100%$550.1K———
Fortis Capital Management LLC
N/A—7,738-7,738-100%$551.3K———
Clark Capital Management Group, Inc.
N/A—7,731-7,731-100%$550.8K———
Astoria Portfolio Advisors Llc.
N/A—7,682-7,682-100%$547.4K———
Rathbones Group PLC
N/A—7,681-7,681-100%$547.3K———
Northstar Advisory Group, LLC
N/A—7,644-7,644-100%$544.6K———
Caitlin John, LLC
N/A—7,605-7,605-100%$541.9K———
Denver Wealth Management, Inc.
N/A—7,545-7,545-100%$537.6K———
Garden State Investment Advisory Services LLC
N/A—7,482-7,482-100%$533.1K———
Invictus Private Wealth, LLC
N/A—7,441-7,441-100%$530.2K———
Seneschal Advisors, LLC
N/A—7,407-7,407-100%$527.7K———
Barnes Pettey Financial Advisors, LLC
N/A—7,359-7,359-100%$524.4K———
AssuredPartners Investment Advisors, LLC
N/A—7,355-7,355-100%$524.0K———
Element Wealth, LLC
N/A—7,200-7,200-100%$513.0K———
LaSalle St. Investment Advisors, LLC
N/A—7,152-7,152-100%$509.6K———
Columbia River Financial Group, LLC
N/A—7,130-7,130-100%$508.0K———
Wealth Advisors of Iowa, LLC
N/A—7,126-7,126-100%$507.7K———
Custos Family Office, LLC
N/A—7,116-7,116-100%$507.0K———
Cura Wealth Advisors, LLC
N/A—7,022-7,022-100%$500.3K———
WJ Financial Advisors LLC
N/A—7,009-7,009-100%$499.4K———
Nvest Financial, LLC
N/A—6,792-6,792-100%$483.9K———
Lakeridge Wealth Management LLC
N/A—6,762-6,762-100%$481.8K———
Continental Investors Services, Inc.
N/A—6,754-6,754-100%$488.6K———
Aristotle Capital Management, LLC
N/A—6,743-6,743-100%$480.5K———
Anchor Investment Management, LLC
N/A—6,732-6,732-100%$479.6K———
Arcadia Wealth Management, Inc.
N/A—6,723-6,723-100%$479.0K———
CM Wealth Advisors LLC
N/A—6,698-6,698-100%$477.2K———
Fourth Dimension Wealth, LLC
N/A—6,687-6,687-100%$476.5K———
Legacy Wealth Managment, LLC
N/A—6,646-6,646-100%$473.5K———
Harding Loevner LP
N/A—6,629-6,629-100%$468.2K———
Fidelis Wealth Advisors LLC
N/A—6,553-6,553-100%$329.0K———
Howe & Rusling Inc
N/A—6,537-6,537-100%$465.8K———
ATLas Financial Planning LLC
N/A—6,515-6,515-100%$464.2K———
SlateStone Wealth, LLC
N/A—6,466-6,466-100%$461.0K———
Vigil Wealth Management, LLC
N/A—6,414-6,414-100%$457.0K———
Cornerstone Financial Management LLC
N/A—6,410-6,410-100%$456.7K———
Greenwich Wealth Management LLC
N/A—6,390-6,390-100%$455.0K———
Bravias Capital Group, LLC
N/A—6,379-6,379-100%$454.5K———
M1 Capital Management LLC
N/A—6,319-6,319-100%$450.2K———
Jaffetilchin Investment Partners, LLC
N/A—6,292-6,292-100%$448.3K———
Everest Private Wealth
N/A—6,224-6,224-100%$443.5K———
S&CO Inc
N/A—6,150-6,150-100%$438.0K———
RB Capital Management, LLC
N/A—6,063-6,063-100%$432.0K———
Lafayette Investments, Inc.
N/A—6,025-6,025-100%$429.3K———
SIT Investment Associates Inc
N/A—5,955-5,955-100%$424.0K———
Holistic Financial Partners
N/A—5,932-5,932-100%$422.7K———
Conquis Financial LLC
N/A—5,831-5,831-100%$415.5K———
Advance Capital Management, Inc.
N/A—5,829-5,829-100%$415.3K———
Westbourne Investments, Inc.
N/A—5,776-5,776-100%$411.6K———
Hexagon Capital Partners LLC
N/A—5,684-5,684-100%$405.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,663-5,663-100%$403.5K———
EFG International AG
N/A—5,596-5,596-100%$398.7K———
Blue Chip Partners, LLC
N/A—5,561-5,561-100%$396.2K———
Capstone Financial Advisors, Inc.
N/A—5,543-5,543-100%$394.9K———
Cvfg LLC
N/A—5,539-5,539-100%$394.6K———
Strategic Wealth Partners, Ltd.
N/A—5,497-5,497-100%$391.7K———
E-Wealth Partners, LLC
N/A—5,476-5,476-100%$390.2K———
Van Diest Capital, LLC
N/A—5,462-5,462-100%$389.2K———
PIN OAK Investment Advisors Inc
N/A—5,454-5,454-100%$389.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,438-5,438-100%$387.5K———
One Charles Private Wealth Services, LLC
N/A—5,437-5,437-100%$387.4K———
Foster & Motley Inc
N/A—5,319-5,319-100%$379.0K———
Coastwise Capital Group, LLC
N/A—5,310-5,310-100%$378.3K———
Front Row Advisors LLC
N/A—5,245-5,245-100%$381.3K———
AFT, Forsyth & Company, Inc.
N/A—5,200-5,200-100%$370.5K———
WealthCollab, LLC
N/A—5,197-5,197-100%$370.3K———
Thomasville National Bank
N/A—5,195-5,195-100%$370.1K———
Vickerman Investment Advisors, Inc.
N/A—5,182-5,182-100%$369.2K———
Longview Financial Advisors LLC
N/A—5,118-5,118-100%$364.7K———
Aspen Wealth Strategies, LLC
N/A—5,090-5,090-100%$362.7K———
Glen Eagle Advisors, LLC
N/A—5,064-5,064-100%$360.8K———
Northwest Quadrant Wealth Management, LLC
N/A—5,038-5,038-100%$358.9K———
Satovsky Asset Management LLC
N/A—5,036-5,036-100%$358.8K———
Liberty Square Wealth Partners LLC
N/A—5,035-5,035-100%$358.7K———
F/m Investments LLC
N/A—5,009-5,009-100%$358.8K———
OneAscent Wealth Management LLC
N/A—4,991-4,991-100%$355.6K———
Octavia Wealth Advisors, LLC
N/A—4,964-4,964-100%$353.7K———
Magnolia Private Wealth, LLC
N/A—4,951-4,951-100%$352.8K———
Optimus Capital Advisors, LLC
N/A—4,950-4,950-100%$352.7K———
Black Swift Group, LLC
N/A—4,926-4,926-100%$351.0K———
Daybright Advisory Services, Inc.
N/A—4,924-4,924-100%$347.7K———
Fi3 Financial Advisors, LLC
N/A—4,920-4,920-100%$293.7K———
BlueStem Wealth Partners, LLC
N/A—4,897-4,897-100%$348.9K———
Brightwater Advisory LLC
N/A—4,870-4,870-100%$347.0K———
Disciplined Investments, LLC
N/A—4,850-4,850-100%$345.6K———
Mason Investment Advisory Services, Inc.
N/A—4,848-4,848-100%$345.4K———
SageGuard Financial Group, LLC
N/A—4,762-4,762-100%$339.3K———
Estate Counselors, LLC
N/A—4,730-4,730-100%$337.0K———
German American Bancorp, Inc.
N/A—4,707-4,707-100%$335.4K———
Synergy Financial Group, LTD
N/A—4,686-4,686-100%$333.9K———
Creekmur Asset Management LLC
N/A—4,655-4,655-100%$331.7K———
Delos Wealth Advisors, LLC
N/A—4,602-4,602-100%$327.9K———
Frisch Financial Group, Inc.
N/A—4,582-4,582-100%$326.5K———
CCG Wealth Management, LLC
N/A—4,560-4,560-100%$324.9K———
Townsquare Capital LLC
N/A—4,541-4,541-100%$323.5K———
Manhattan West Asset Management, LLC
N/A—4,501-4,501-100%$320.7K———
Baldwin Investment Management, LLC
N/A—4,497-4,497-100%$320.4K———
Indie Asset Partners, LLC
N/A—4,487-4,487-100%$319.7K———
Clarity Financial LLC
N/A—4,486-4,486-100%$319.6K———
Slagle Financial, LLC
N/A—4,427-4,427-100%$315.4K———
Muirfield Wealth Advisors LLC
N/A—4,422-4,422-100%$315.0K———
J Hagan Capital, Inc.
N/A—4,404-4,404-100%$313.8K———
Elk River Wealth Management LLC
N/A—4,383-4,383-100%$312.3K———
Rock Point Advisors, LLC
N/A—4,379-4,379-100%$312.0K———
Bank OZK
N/A—4,363-4,363-100%$310.9K———
Ameriflex Group, Inc.
N/A—4,324-4,324-100%$308.1K———
Dimension Capital Management LLC
N/A—4,288-4,288-100%$305.5K———
FourThought Financial Partners, LLC
N/A—4,253-4,253-100%$303.1K———
Resolute Capital, LLC
N/A—4,221-4,221-100%$300.7K———
Alteri Wealth LLC
N/A—4,206-4,206-100%$299.7K———
Berkeley Capital Partners, LLC
N/A—4,189-4,189-100%$298.5K———
Crews Bank & Trust
N/A—4,163-4,163-100%$296.6K———
1776 Wealth LLC
N/A—4,159-4,159-100%$296.3K———
Argent Advisors, Inc.
N/A—4,125-4,125-100%$293.9K———
Holderness Investments Co
N/A—4,116-4,116-100%$293.3K———
Mpwm Advisory Solutions, LLC
N/A—4,106-4,106-100%$292.5K———
Main Street Research LLC
N/A—4,086-4,086-100%$291.1K———
Disciplined Investors, L.L.C.
N/A—4,056-4,056-100%$289.0K———
Caerus Investment Advisors, LLC
N/A—4,032-4,032-100%$287.2K———
Cannon Wealth Management Services, LLC
N/A—4,014-4,014-100%$286.0K———
Members Trust Co
N/A—3,995-3,995-100%$284.6K———
Timbuktu Capital Management, LLC
N/A—3,982-3,982-100%$283.7K———
Investments & Financial Planning, LLC
N/A—3,965-3,965-100%$282.5K———
TD Capital Management LLC
N/A—3,921-3,921-100%$279.4K———
Rogco, LP
N/A—3,913-3,913-100%$278.8K———
Logan Capital Management Inc
N/A—3,897-3,897-100%$277.7K———
DF Dent & Co Inc
N/A—3,873-3,873-100%$276.0K———
Wallace Capital Management Inc.
N/A—3,862-3,862-100%$275.2K———
Steelhead Wealth Management LLC
N/A—3,853-3,853-100%$274.0K———
Circle Wealth Management, LLC
N/A—3,823-3,823-100%$272.4K———
Red Door Wealth Management, LLC
N/A—3,816-3,816-100%$271.9K———
Vance Wealth, LLC
N/A—3,785-3,785-100%$269.7K———
Colonial Trust Advisors
N/A—3,721-3,721-100%$265.1K———
Ames National Corp
N/A—3,649-3,649-100%$260.0K———
Novare Capital Management LLC
N/A—3,603-3,603-100%$256.7K———
Jackson Thornton Wealth Management, LLC
N/A—3,599-3,599-100%$256.4K———
Maimon Wealth Management Ltd.
N/A—3,577-3,577-100%$254.9K———
Private Wealth Advisors, LLC
N/A—3,540-3,540-100%$252.2K———
Cadence Wealth Management LLC
N/A—3,503-3,503-100%$249.6K———
Mosaic Financial Group, LLC
N/A—3,475-3,475-100%$248.0K———
Eight 31 Financial, LLC
N/A—3,470-3,470-100%$247.2K———
Cloud Capital Management, LLC
N/A—3,468-3,468-100%$247.0K———
Yarger Wealth Strategies, LLC
N/A—3,443-3,443-100%$244.4K———
LM Advisors LLC
N/A—3,425-3,425-100%$244.0K———
Strait & Sound Wealth Management LLC
N/A—3,421-3,421-100%$243.7K———
Sandhill Capital Partners LLC
N/A—3,411-3,411-100%$243.0K———
Integrity Financial Corp
N/A—3,358-3,358-100%$239.3K———
Shared Vision Wealth Group LLC
N/A—3,338-3,338-100%$237.9K———
Marble Wealth, LLC
N/A—3,307-3,307-100%$235.6K———
MA Private Wealth
N/A—3,303-3,303-100%$235.3K———
Safeguard Investment Advisory Group, LLC
N/A—3,243-3,243-100%$231.0K———
Robinhood Asset Management, LLC
N/A—3,241-3,241-100%$230.9K———
Marietta Investment Partners LLC
N/A—3,235-3,235-100%$230.5K———
Evelyn Partners Group Ltd
N/A—3,182-3,182-100%$226.7K———
Astoria Strategic Wealth, Inc.
N/A—3,153-3,153-100%$224.7K———
FreeGulliver LLC
N/A—3,138-3,138-100%$223.6K———
Marshall Investment Management, LLC
N/A—3,135-3,135-100%$223.4K———
Chatterton & Associates Inc.
N/A—3,095-3,095-100%$218.9K———
Brogan Financial, Inc.
N/A—3,063-3,063-100%$218.2K———
Forum Private Client Group LLC
N/A—3,050-3,050-100%$217.3K———
Compass Advisory Group LLC
N/A—3,017-3,017-100%$215.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,005-3,005-100%$214.1K———
Rowlandmiller & Partners.adv
N/A—3,000-3,000-100%$213.8K———
Pointe Capital Management LLC
N/A—2,978-2,978-100%$212.2K———
Ceeto Capital Group, LLC
N/A—2,973-2,973-100%$212.0K———
Trustmark Bank Trust Department
N/A—2,954-2,954-100%$210.5K———
Red Wave Investments LLC
N/A—2,912-2,912-100%$207.5K———
Planning Directions Inc
N/A—2,905-2,905-100%$207.0K———
Claris Advisors, LLC / MO /
N/A—2,880-2,880-100%$205.2K———
LeClair Wealth Partners LLC
N/A—2,855-2,855-100%$203.4K———
Oxbow Advisors, LLC
N/A—2,830-2,830-100%$201.6K———
Lavaca Capital LLC
N/A—2,663-2,663-100%$189.7K———
Orion Capital Management LLC
N/A—2,354-2,354-100%$167.7K———
Sittner & Nelson, LLC
N/A—2,229-2,229-100%$158.8K———
Copia Wealth Management
N/A—2,212-2,212-100%$157.6K———
Bollard Group LLC
N/A—2,159-2,159-100%$154.0K———
Osbon Capital Management LLC
N/A—1,892-1,892-100%$134.8K———
Vision Retirement, LLC
N/A—1,762-1,762-100%$125.5K———
Steigerwald, Gordon & Koch Inc.
N/A—1,753-1,753-100%$124.9K———
Kilter Group LLC
N/A—1,745-1,745-100%$124.3K———
Consultiva Wealth Management, Corp.
N/A—1,684-1,684-100%$120.0K———
Aviso Financial Inc.
N/A—1,570-1,570-100%$111.9K———
Harborfront Financial Group LLC
N/A—1,556-1,556-100%$110.9K———
Field & Main Bank
N/A—1,421-1,421-100%$101.2K———
Frazier Financial Advisors, LLC
N/A—1,399-1,399-100%$99.7K———
Innovative Asset Advisors Group, LLC
N/A—1,396-1,396-100%$99.5K———
ESL Trust Services, LLC
N/A—1,284-1,284-100%$91.5K———
HFM Investment Advisors, LLC
N/A—1,269-1,269-100%$90.3K———
Ramirez Asset Management, Inc.
N/A—1,255-1,255-100%$89.4K———
Aventura Private Wealth, LLC
N/A—1,116-1,116-100%$79.5K———
Wiser Advisor Group LLC
N/A—1,111-1,111-100%$79.1K———
Bellevue Asset Management, LLC
N/A—950-950-100%$67.7K———
1015 Capital Partners, LLC
N/A—950-950-100%$67.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—939-939-100%$66.9K———
Monetary Management Group Inc
N/A—900-900-100%$64.1K———
Kerr Financial Planning Corp
N/A—884-884-100%$63.0K———
HighMark Wealth Management LLC
N/A—855-855-100%$60.9K———
Top Private Wealth Llc.
N/A—825-825-100%$58.8K———
Purpose Unlimited Inc.
N/A—793-793-100%$57.3K———
Swan Capital LLC
N/A—749-749-100%$53.4K———
Millstone Evans Group, LLC
N/A—653-653-100%$46.5K———
Pinney & Scofield, Inc.
N/A—648-648-100%$46.2K———
LGT Financial Advisors LLC
N/A—640-640-100%$45.6K———
Cary Street Partners Investment Advisory LLC
N/A—566-566-100%$40.3K———
Hamrick Investment Counsel, llc
N/A—560-560-100%$39.9K———
Bernard Wealth Management Corp.
N/A—482-482-100%$34.3K———
Mcguire Capital Advisors Inc
N/A—478-478-100%$34.1K———
JPL Wealth Management, LLC
N/A—457-457-100%$32.6K———
Strategic Investment Solutions, Inc.
N/A—429-429-100%$30.6K———
Nova Wealth Management, Inc.
N/A—420-420-100%$29.9K———
Ankerstar Wealth, LLC
N/A—387-387-100%$27.6K———
Investment Counsel Co of Nevada
N/A—386-386-100%$27.5K———
Allied Private Wealth LLC
N/A—312-312-100%$21.9K———
Aberdeen Wealth Management LLC
N/A—311-311-100%$22.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—293-293-100%$20.9K———
Corsicana & Co.
N/A—279-279-100%$19.9K———
FWL Investment Management, LLC
N/A—272-272-100%$19.4K———
Anchor Bay Capital, Inc.
N/A—251-251-100%$18.2K———
Wellington-Altus USA Inc.
N/A—229-229-100%$14.7K———
Nalls Sherbakoff Group, LLC
N/A—212-212-100%$15.1K———
Morgan Dempsey Capital Management LLC
N/A—187-187-100%$13.3K———
Financial Life Planners
N/A—175-175-100%$12.5K———
Delta Asset Management LLC
N/A—140-140-100%$10.0K———
MRP Capital Investments, LLC
N/A—135-135-100%$9.6K———
Mark Sheptoff Financial Planning, LLC
N/A—134-134-100%$9.5K———
Prestige Wealth Management Group LLC
N/A—100-100-100%$7.1K———
Prosperity Bancshares Inc
N/A—91-91-100%$6.5K———
Westend Capital Management, LLC
N/A—66-66-100%$4.7K———
SOA Wealth Advisors, Llc.
N/A—34-34-100%$2.4K———
Measured Wealth Private Client Group, LLC
N/A—34-34-100%$2.4K———
Imprint Wealth LLC
N/A—8-8-100%$570———
Financial Gravity Companies, Inc.
N/A—2-2-100%$143———
Luminist Capital LLC
N/A—00—$9.5K———
Showing 3127 of 3127 institutions